{"database": "lobbying", "table": "lobbying_activities", "is_view": false, "human_description_en": "where filing_period = \"second_quarter\", filing_year = 2022 and issue_code = \"RET\" sorted by filing_year descending", "rows": [[2813943, "75b75f9a-c589-412b-aa57-7bb258d6099d", "Q2", "DENT STRATEGIES", 401105616, "CUNA MUTUAL GROUP", 2022, "second_quarter", "RET", "s. 1770, Retirement Savings and Security Act - promote employer sponsorship of retirement savings plans and employees participation in plans H.R. 2954, Secure a Strong Retirement Act - promote employer sponsorship of retirement savings plans and employees participation in plans H.R. 2917/S. 1443, Retirement Parity for Student Loans Act - allow employers to make matching contributions to a 401(k) plan while their employees make student loan payments 2022 Budget Reconciliation to Build Back Better - retirement security provisions S.1870/H.R. 7146 - Enhancing Emergency and Retirement Savings Act - withdrawal from retirement account for emergency expenses S. 2061 - Strengthening Financial Security Through Short-Term Savings Accounts - withdrawal from retirement account for emergency expenses S. 4353 - RISE & SHINE Act - wholistic retirement security bill to increase retirement plan adaption, employee participation, and facilitation of lifetime time options. Senate Finance Committee discussion draft of the EARN Act - wholistic retirement security bill to increase retirement plan adaption, employee participation, and facilitation of lifetime time options. DOL Fiduciary Rule - build awareness of issues associated with anticipated new rule by Department of Labor revising current standard for advisors to give investment advice", "HOUSE OF REPRESENTATIVES,SENATE", 40000, null, 0, 0, "2022-07-01T10:51:46-04:00"], [2814318, "014d9221-4f8f-4a4a-af7d-2a2954b9a42d", "Q2", "DOUCET CONSULTING SOLUTIONS, LLC", 401104418, "LOUISIANA SHERIFFS' ASSOCIATION", 2022, "second_quarter", "RET", "Support of the Public Servants Protection and Fairness Act of 2021, H.R. 2337", "HOUSE OF REPRESENTATIVES,SENATE", 10000, null, 0, 0, "2022-07-05T10:32:58-04:00"], [2814334, "9ec4abcf-81e8-409e-ab21-1639aff9d77e", "Q2", "DOUCET CONSULTING SOLUTIONS, LLC", 401104418, "WILLIAMS AND JENSEN ON BEHALF OF LOS ANGELES COUNTY EMPLOYEES' RETIREMENT SYSTEM", 2022, "second_quarter", "RET", "Support for S.4312 - Police and Fire Health Care Protection Act of 2022, a bill to eliminate the requirement that payments be made directly to providers of accident or health plans or qualified long-term care insurance contracts as a condition of eligibility for the tax exclusion of distributions from tax-exempt retirement plans for such health and long-term care insurance.", "SENATE", 10000, null, 0, 0, "2022-07-05T11:09:39-04:00"], [2814356, "7c25eccf-2834-4494-b43a-52c723a95c43", "Q2", "NATIONAL ASSOCIATION OF POSTAL SUPERVISORS", 401075023, "NATIONAL ASSOCIATION OF POSTAL SUPERVISORS", 2022, "second_quarter", "RET", "H.R. 82/S. 1302 - the Social Security Fairness Act, legislation is repeal the Government Pension Offset and the Windfall Elimination Provision H.R. 2337, the Public Servants Protection and Fairness Act H.R. 304/S. 4221, the Equal COLA Act H.R. 4315, the Fair COLA for Seniors Act", "HOUSE OF REPRESENTATIVES,SENATE", null, 15000, 0, 0, "2022-07-05T12:18:44-04:00"], [2815184, "3bd86c79-d6f3-434a-8df6-9d11acfc8d8b", "Q2", "THE ESOP ASSOCIATION", 13858, "ESOP ASSOCIATION", 2022, "second_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. 1319, American Rescue Plan Act of 2021, all provisions relating to SBA loans, lending, unemployment, taxes and credit.", "HOUSE OF REPRESENTATIVES,SENATE", null, 50000, 0, 0, "2022-07-07T13:24:44-04:00"], [2815288, "19da2fd6-9482-425f-b4c3-f6313bd12f00", "Q2", "TREA SENIOR CITIZENS LEAGUE", 38426, "TREA SENIOR CITIZENS LEAGUE", 2022, "second_quarter", "RET", "Social Security Cost of Living Adjustment (H.R. 4315, H.R. 4921, H.R. 5723, S. 3071), Social Security Reform (H.R. 5723, S.3071), Repeal of the Windfall Elimination Provision and the Government Pension Offset H.R. 82, S1302), High cost of prescription drugs, Special Stimulus for Social Security Recipients.", "HOUSE OF REPRESENTATIVES,SENATE", null, null, 0, 0, "2022-07-07T16:02:31-04:00"], [2815811, "49cf27fc-84dd-406c-9fc2-babfbce51a0b", "Q2", "PUBLIC PRIVATE STRATEGIES", 401104830, "ETSY", 2022, "second_quarter", "RET", "Benefits", "HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE", 30000, null, 0, 0, "2022-07-08T16:02:27-04:00"], [2816202, "289c9e66-4cc7-4df4-9f7c-9b629686256c", "Q2", "NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS", 26901, "NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS", 2022, "second_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", null, 436954, 0, 0, "2022-07-11T08:39:39-04:00"], [2816271, "4c3bfb83-cf24-4e2b-8064-ec113db2c522", "Q2", "RICH FEUER ANDERSON", 84775, "BLACKROCK FUNDS SERVICES GROUP LLC (FORMERLY BLACKROCK CAPITAL MANAGEMENT INC.)", 2022, "second_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, null, 0, 0, "2022-07-11T10:24:54-04:00"], [2817033, "d46abd3d-e4dc-4a86-b6b3-de1760ad8f23", "Q2", "SQUIRE PATTON BOGGS", 30906, "AON SERVICE CORPORATION (FKA AON HEWITT)", 2022, "second_quarter", "RET", "Advice regarding retirement-related legislation and regulatory reform.", "HOUSE OF REPRESENTATIVES,SENATE", 50000, null, 0, 0, "2022-07-12T11:43:49-04:00"], [2817907, "392672f8-6a0a-42da-b71d-bf56fd25bc1b", "Q2", "DYKEMA GOSSETT PLLC", 12915, "JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.)", 2022, "second_quarter", "RET", "Lobbied in support of retirement security and pension provisions. Lobbied on proposed Fiduciary Rule. Lobbied in support of H.R. 2954, Securing a Strong Retirement Act of 2022. Lobbied in support of the Enhancing American Retirement Now (EARN) Act.", "HOUSE OF REPRESENTATIVES,SENATE", 10000, null, 0, 0, "2022-07-13T10:59:03-04:00"], [2817933, "0346c0da-ea71-4db4-8cbd-8f7448fdb580", "Q2", "NATIONAL RURAL LETTER CARRIERS' ASSOCIATION", 28526, "NATIONAL RURAL LETTER CARRIERS' ASSOCIATION", 2022, "second_quarter", "RET", "H.R.82-\"Social Security Fairness Act of 2021\"-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 has not taken a position. H.R.2337-\"Public Servants Protection and Fairness Act\", this legislation offsets the WEP and provides limited relief for those beneficiaries impacted. The NRLCA has not taken a position.", "HOUSE OF REPRESENTATIVES,SENATE", null, 125000, 0, 0, "2022-07-13T11:12:28-04:00"], [2818024, "7b57368d-7378-4fcf-a87e-38cba4e17b0e", "Q2", "GUSTO", 401106368, "GUSTO", 2022, "second_quarter", "RET", "Issues related to small business defined contribution retirement plans", "HOUSE OF REPRESENTATIVES,SENATE", null, 10000, 0, 0, "2022-07-13T12:15:35-04:00"], [2818037, "f534d055-7656-422f-be65-b5d8e365fd81", "Q2", "INTERNATIONAL UNION OF POLICE ASSOCIATIONS, AFL-CIO", 50400, "INTERNATIONAL UNION OF POLICE ASSOCIATIONS AFL-CIO", 2022, "second_quarter", "RET", "HR82, HR2337, S 129, HR2936, HR 3071, S 1511, HR 3595, HR 2936, HR 3172", "HOUSE OF REPRESENTATIVES,SENATE", null, 20000, 0, 0, "2022-07-13T12:18:02-04:00"], [2818048, "f438a740-deff-4afa-9c85-a365cb47d7f6", "Q2", "POYNER SPRUILL LLP", 400563685, "AMERICAN RETIREMENT ASSOCIATION", 2022, "second_quarter", "RET", "Retirement plan legislative proposals, 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, null, 0, 0, "2022-07-13T12:23:54-04:00"], [2818158, "eb5db4c5-6d3d-4a83-8cb0-0d71ed6188b4", "Q2", "MR. MARK REY", 400454181, "NATIONAL OLDER WORKERS CAREER CENTER", 2022, "second_quarter", "RET", "Assisting retired federal workers secure new employment opportunities", "HOUSE OF REPRESENTATIVES,Interior, Dept of (DOI),SENATE,U.S. Forest Service", 6000, null, 0, 0, "2022-07-13T13:31:06-04:00"], [2818229, "19ad7bd1-dedc-46e1-9c0c-12d3edf5765c", "Q2", "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", 2022, "second_quarter", "RET", "Monitor SEC's Regulation Best Interest Regarding the Department of Labors 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.) H.R. 2954, the Securing a Strong Retirement Act of 2021. S.1443, The Retirement Parity for Student Loans Act. H.R.4865, the Registration for Index-Linked Annuities Act. S.3198, the Registration for Index-Linked Annuities Act.", "HOUSE OF REPRESENTATIVES,SENATE", null, 530000, 0, 0, "2022-07-13T14:28:51-04:00"], [2818435, "81d8ba54-bbed-4847-b7bf-081c926c29b3", "Q2", "CMFG LIFE INSURANCE COMPANY", 80510, "CMFG LIFE INSURANCE COMPANY", 2022, "second_quarter", "RET", "Support S.1443 and H.R.2917, Retirement Parity for Student Loans Act of 2021. Support H.R.2954 Secure a Strong Retirement Act and S.1770 Retirement Savings and Security to promote the adoption of employer sponsored retirement savings plans and employee participation in such plans. S. 4353, RISE & SHINE Act (retirement). SFC Enhancing American Retirement Now (EARN) Act Discussion Draft.", "HOUSE OF REPRESENTATIVES,SENATE", null, 170000, 0, 0, "2022-07-13T16:26:30-04:00"], [2818605, "a8db45c4-689a-415d-8ceb-a3f5d73c5034", "Q2", "INTERNATIONAL ALLIANCE OF THEATRICAL STAGE EMPLOYEES", 401105446, "INTERNATIONAL ALLIANCE OF THEATRICAL STAGE EMPLOYEES", 2022, "second_quarter", "RET", "Oppose the Giving Retirement Options to Workers Act", null, null, 60000, 0, 0, "2022-07-13T21:02:40-04:00"], [2818647, "585b002e-19d3-4f3d-8a4c-9974c528005e", "Q2", "FORSCEY, PLLC", 52880, "WRITERS GUILD OF AMERICA, WEST", 2022, "second_quarter", "RET", "Work in support of additional legislation and implementing regulations to the American Recovery Act provision that provided direct grants to certain distressed multi-employers to make up for funding shortfalls in such plans and to improve funding of the Pension Benefit Guaranty Corporation (PBGC).", "HOUSE OF REPRESENTATIVES,Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of", 30000, null, 0, 0, "2022-07-14T08:14:55-04:00"], [2818785, "3394ac69-8148-4565-88a0-10b2fb9df118", "Q2", "INTERNATIONAL FEDERATION OF PROFESSIONAL AND TECHNICAL ENGINEERS (IFPTE)", 19968, "INTERNATIONAL FEDERATION OF PROFESSIONAL AND TECHNICAL ENGINEERS (IFPTE)", 2022, "second_quarter", "RET", "Social Security 2100 Act Federal Worker pension policy Medicare and Medicaid expansion/protect against cuts", "HOUSE OF REPRESENTATIVES,SENATE", null, 80000, 0, 0, "2022-07-14T11:13:19-04:00"], [2818812, "6cf1d1bc-1813-4d37-8ade-0f7c5239fe9f", "Q2", "NATIONAL COUNCIL OF FARMER COOPERATIVES", 27638, "NATIONAL COUNCIL OF FARMER COOPERATIVES", 2022, "second_quarter", "RET", "Issues relating to pension plans sponsored by farmer cooperatives; provisions relating to and impacting farmer cooperatives", "HOUSE OF REPRESENTATIVES,SENATE", null, 396000, 0, 0, "2022-07-14T11:31:31-04:00"], [2818966, "c46370b8-c0ed-454f-9451-d7ead58f0db3", "Q2", "CAPITOL CITY GROUP, LTD.", 52903, "ASCENSUS, INC.", 2022, "second_quarter", "RET", "Assist client with issues pertaining to retirement savings and rules and health savings, education savings; H.R.5832 and S 1730 Retirement Savings Lost and Found Act of 2021; H.R.25 Fair Tax Act of 2021; S.380 Health Savings Act of 2021; S.125 Protecting Life in Health Savings Accounts Act; HR 53 Freedom for Families Act;. S222, H.R.835 American Opportunity Accounts Act; S.1959 Keeping Your Retirement Act of 2021;S.1870 Enhancing Emergency and Retirement Savings Act of 2021;H.R.2917 Retirement Parity for Student Loans Act of 2021; H.R.1166 & S275 Retirement Freedom Act;S.1889 Compassionate Retirement Act of 2021;H.R.2942 To amend the Internal Revenue Code of 1986 to increase the catch-up contribution limit for retirement plans H.R.2954 Securing a Strong Retirement Act of 2021 of participants age 62 through 64; H.R.984 Retirement Inflation Protection Act of 2021; S.1770 Retirement Security and Savings Act of 2021; HR 409 Emergency Pension Plan Relief Act of 2021; S.2603 Commission on Retirement Security Act of 2021; H.R.4268 Federal Retirement Fairness Act; S.3751 A bill to amend the Employee Retirement Income Security Act of 1964 and the Internal Revenue Code of 1986 to improve retirement plan coverage for part-time workers; H.R.7146 Enhancing Emergency and Retirement Savings Act of 2022; S.4314-H.R.8319 Protecting Public Safety Employees' Timely Retirement Act of 2022; H.R.6738 Retirement Tax Credit Parity for Cooperatives and Charities Act; S.4024 State and Local Corrections Officer Retirement Fairness Act of 2022.", "HOUSE OF REPRESENTATIVES,SENATE", 30000, null, 0, 0, "2022-07-14T13:00:39-04:00"], [2819234, "47c701c3-562d-4a08-afc8-5c6e983e0ec7", "Q2", "DANEA KEHOE", 67570, "NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS", 2022, "second_quarter", "RET", "SECURE 2.0, retirement savings tax proposals", "HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE", 10000, null, 0, 0, "2022-07-14T14:50:31-04:00"], [2819301, "ff203261-906f-403b-8fd5-6b83315c3b51", "Q2", "DUTKO WORLDWIDE, LLC", 12868, "ACCENTURE FEDERAL SERVICES LLC", 2022, "second_quarter", "RET", "Monitor IT Modernization at the Social Security Administration. Support language to accelerate IT modernization efforts at SSA.", "HOUSE OF REPRESENTATIVES,SENATE", 40000, null, 0, 0, "2022-07-14T15:29:51-04:00"], [2819340, "e1df0cfa-cdf2-440e-96ad-ba01c9c04a70", "Q2", "AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES", 3481, "AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES", 2022, "second_quarter", "RET", "H.R. 1319 - American Rescue Plan Act of 2021 H.R. 2796 - Family Attribution Modernization Act H.R. 2917 - Retirement Parity for Student Loans Act of 2021 H.R. 2927 - SAVE Act of 2021 H.R. 2954 - Securing a Strong Retirement Act of 2022 H.R. 3387 - Financial Factors in Selecting Retirement Plan Investments Act H.R. 5376 - Build Back Better Act H.R. 5832 - Retirement Savings Lost and Found Act of 2021 H.R. 5891 - Retirement Improvement and Savings Enhancement (RISE) Act H.R. 6241 - Disaster Retirement Savings Act H.R. 6782 - Auto Reenroll Act of 2022 H.R. 7146 - Enhancing Emergency and Retirement Savings Act of 2022 H.R. 7310 - Protecting Americas Retirement Security Act H.R. 8125 - Starter-K Act of 2022 S. 1272 - SIMPLE Plan Modernization Act S. 1443 - Retirement Parity for Student Loans Act S. 1703 - Improving Access to Retirement Savings Act S. 1730 - Retirement Savings Lost and Found Act of 2021 S. 1762 - Financial Factors in Selecting Retirement Plan Investments Act S. 1770 - Retirement Security and Savings Act of 2021 S. 1870 - Enhancing Emergency and Retirement Savings Act of 2021 S. 2583 - Disaster Retirement Savings Act S. 3712 - Auto Reenroll Act of 2022 S. 3955 - Starter-K Act of 2022 S. 4086 - Increasing Small Business Retirement Choices Act S. 4353 - RISE & SHINE Act", "HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),Securities & Exchange Commission (SEC),SENATE", null, 223503, 0, 0, "2022-07-14T15:48:28-04:00"], [2820006, "98a9ad69-3675-45a2-8d3f-7e76154c0f07", "Q2", "JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A)", 17454, "JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A)", 2022, "second_quarter", "RET", "H.R. 2954, Securing a Strong Retirement Act of 2021.", "HOUSE OF REPRESENTATIVES,SENATE", null, 220000, 0, 0, "2022-07-15T09:59:03-04:00"], [2820395, "a136def6-c226-4851-bbbc-96e852771903", "Q2", "MCALLISTER & QUINN, LLC", 292573, "UNITED STATES CAPITOL POLICE LABOR COMMITTEE", 2022, "second_quarter", "RET", "Capitol Security. January 6th special committee. Legislative branch appropriations. S.129, H.R. 521 - First Responder Fair RETIRE Act. In support of. H.R.8087 - Law Enforcement Officer Fair Retirement Act. In support of. S. 2981, H.R.3172 - HELPER Act of 2021. In support of. H.R. 82 - Social Security Fairness Act of 2021. In support of. H.R.8237 - Legislative Branch Appropriations Act, 2023 - Provisions related to Capitol Security, pay issues.", "HOUSE OF REPRESENTATIVES,SENATE", 20000, null, 0, 0, "2022-07-15T12:03:07-04:00"], [2820583, "a0d4ac65-d094-4a52-b266-6fabd283a17e", "Q2", "SUMMIT STRATEGIES GOVERNMENT AFFAIRS LLC", 401103550, "THE ASSOCIATION OF UNION CONSTRUCTORS", 2022, "second_quarter", "RET", "Issues related to multiemployer pension reform.", "HOUSE OF REPRESENTATIVES,SENATE", 20000, null, 0, 0, "2022-07-15T13:25:33-04:00"], [2820805, "f025ab56-53f1-4f84-bf23-761f8ead7f77", "Q2", "BUILDING AND CONSTRUCTION TRADES DEPT., AFL-CIO", 7383, "BUILDING AND CONSTRUCTION TRADES DEPT AFL-CIO", 2022, "second_quarter", "RET", "Lobbied for pension reform and financing. No bill number.", "Commerce, Dept of (DOC)", null, 240000, 0, 0, "2022-07-15T15:11:07-04:00"], [2821395, "e2a9c8b9-4d23-4864-8f6d-1f14698b9fd2", "Q2", "TIBER CREEK GROUP", 20744, "UNITED SERVICES AUTOMOBILE ASSOCIATION", 2022, "second_quarter", "RET", "Implementation of the Setting Every Community Up for Retirement Enhancement Act (PL 116-94); S. 1770 - Retirement Security & Savings Act; H.R. 2954 - The Securing a Strong Retirement Act of 2021; The Enhancing American Retirement Now (EARN) Act.", "HOUSE OF REPRESENTATIVES,SENATE", 60000, null, 0, 0, "2022-07-15T19:50:12-04:00"], [2821973, "e2e69087-e1cb-4f9f-bc8d-d571c5639ca8", "Q2", "HOLLAND & KNIGHT LLP", 18466, "CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.", 2022, "second_quarter", "RET", "Educating members of Congress and staff on financial planning business tax incentives and retirement issues and policy.", "HOUSE OF REPRESENTATIVES,SENATE", 80000, null, 0, 0, "2022-07-16T16:31:34-04:00"], [2822042, "4484e246-a0e8-476a-8e0d-4eaf9b7a2013", "Q2", "NATIONWIDE MUTUAL INSURANCE COMPANY", 26411, "NATIONWIDE MUTUAL INSURANCE COMPANY", 2022, "second_quarter", "RET", "ISSUE Investment Advice Standard of Conduct HR 699, Mutual Fund Litigation Reform Act - amend the Investment Company Act of 1940 to provide complaint and burden of proof requirements for certain actions for breach of fiduciary duty HR 725/S 153, Personalized Care Act - amend the Internal Revenue Code of 1986 to expand and improve health savings accounts, and for other purposes. HR 984, Retirement Inflation Protection Act - allows the basis of certain assets to be adjusted for inflation solely for the purpose of determining the gain or loss. S 380, Health Savings Act - modifies the requirements for health savings accounts (HSAs). HR 1584, Protecting Retirement Savers and Everyday Investors Act - impose a limitation on taxation and fees on transactions by certain securities industry participants. HR 1618/S 606, RESPOND Act - require the FRB and SEC to issue an annual report on the economic costs caused by the impacts of climate change, to require the Federal Retirement Thrift Investment Board to establish a Federal Advisory Panel on the Economics of Climate Change. S 1443Retirement Parity for Student Loans Act -- allows certain employer-sponsored retirement plans to make matching contributions for an employee's student loan payments HR 2951 To direct the Secretary of the Treasury to modify Treasury Regulations relating to insurance-dedicated exchange-traded funds - enables ETFs as investment option in variable insurance products HR 2944 Reducing the Maximum Service Requirement for Long-term Part-time Workers to Make Elective Deferrals to 401(k) Plans Act -- to reduce the retirement plan period of service requirements for long-term, part-time employees. S 1703Improving Access to Retirement Savings Act of 2021 -- to increase retirement savings, to improve retirement plan administration, and for other purposes. S 1770Retirement Security & Savings Act -- to increase retirement savings, to improve retirement plan administration, and for other purposes. HR 3387/S 1762 Financial Factors in Selecting Retirement Plan Investment Act -- to permit retirement plans to consider certain factors in investment decisions. S 1272SIMPLE Plan Modernization Act -- increases the contribution limits for certain SIMPLE IRAs and modifies the requirements for replacing SIMPLE IRAs with 401(k) plans. HR 2741 Public Service Retirement Fairness Act -- To modify rules relating to 403(b) plans. HR 4262 Increasing Investor Opportunities Act - To amend the Investment Company Act of 1940 to prohibit limitations on closed-end companies investing in private funds S 2206Young American Savers Act of 2021 - directs the Department of the Treasury to establish as a permanent program the Federal Child Savings Account Program HR 4289 Well-Being Insurance for Seniors to be at Home (WISH) Act - to provide for long-term care insurance benefits HR 2913/S 2452 Encouraging Americans to Save Act - to provide matching payments for retirement savings and establish MyRA HR 4678/S 2446 Womens Retirement Protection Act of 2021 - to provide for greater spousal protection under defined contribution plans HR 5334/S 2870 Portable Retirement and Investment Account (PRIA) Act of 2021 - to establish portable retirement accounts S 2602,Retirement Security Flexibility Act of 2021 - modifies the nondiscrimination requirements that apply to certain employer-sponsored 401(k) retirement plans that include automatic contribution arrangements HR 2265, Financial Exploitation Prevention Act - allows for the delay of the redemption of a security issued by an open-end investment management company if the company or transfer agent reasonably believes the redemption involves the financial exploitation HR 5723, Social Security 2100 Act: A Sacred Trust - protect our Social Security system and improve benefits for current and future generations HR 5891, Retirement Improvement and Savings Enhancement (RISE) Act - to improve and enhance retirement savings HR 4865/S 3198, Registration for Index Linked Annuities (RILA) Act - direct SEC to revise any rules necessary to enable issuers of index-linked annuities to register on a form tailored specifically to registered index-linked annuities S 2583 Disaster Retirement Savings Act - amend the Internal Revenue Code of 1986 to provide for rules for the use of retirement funds in connection with federally declared disasters. S 2601Strengthening Financial Security Through Short-Term Savings Accounts Act of 2021 -- allows employers to enroll employees in short-term savings accounts that are funded using automatic contributions deducted from participating employees' wages. HR 6746 Lifetime Income for Employees Act -- allows fiduciaries of pension plans to make default investment arrangements in annuity contracts HR 6782/S 3712 Auto Reenroll Act of 2022 -- allows sponsors of automatic contribution arrangements to reenroll their employees HR 5877/S 3746 Pension Risk Transfer Accountability Act of 2021 -- requires the Department of Labor to review pension risk transfer standards HR 6912 Pooled Employer Plan (PEP) Fix Act -- to require that named fiduciaries collect contributions to pooled employer plans HR 7107/S 2415 Long-Term Care Affordability Act -- allows the use of tax-exempt retirement plan distributions to pay for long-term health care insurance HR 7146/S 1870 Enhancing Emergency and Retirement Savings Act of 2022 -- permits penalty-free distributions, up to $1,000, from tax-exempt retirement plans for emergency personal expenses, limited to one distribution in a calendar year HR 2954 Securing a Strong Retirement of 2022 -- makes various changes with respect to employer-sponsored retirement plans, including providing for the automatic enrollment of employees in certain plans and increasing the age at which participants are required to begin receiving mandatory distributions. HR 7310, Protecting America's Retirement Security Act -- To protect Americas retirement security S 3955, Starter-K Act of 2022 -- allows employers who do not provide a retirement plan to establish a starter 401(k) deferral-only arrangement for plan years beginning after 2022 HR 7284, Informed Savers Act -- requires the Department of Labor to review the fee disclosure requirements associated with the administration of defined contribution retirement plans S 4086,Increasing Small Business Retirement Choices Act -- amend the Employee Retirement Income Security Act of 1974 to better enable plan sponsors to implement beneficial plan features S 4087, Information Needed for Financial Options Risk Mitigation (INFORM) Act -- require pension plans that offer participants and beneficiaries the option of receiving lifetime annuity payments as lump sum payments, to meet certain notice and disclosure requirements S 4103, Helping Parents Save for College Act of 2022 -- allows a retirement savings tax credit for contributions to any qualified tuition program (e.g., a 529 qualified tuition plan). It also permits a rollover of unused contributions to a ROTH IRA savings account S 4147, Financial Freedom Act -- prohibit the Secretary of Labor from constraining the range or type of investments that may be offered in individual retirement accounts S 4154, Simplifying Small Business Retirement Savings Act -- provide better access to retirement plans through small businesses S 4153, Incentivizing Small Business Retirement Savings Act -- allows eligible small employers an additional pension plan startup cost tax credit HR 7740/S 4219, Employee and Retiree Access to Justice Act - limit mandatory arbitration agreements under ERISA ISSUE, Davis-Bacon Benefits Proposed Rule DOL S 4241, INDEX Act -- to require investment advisers for passively managed funds to arrange for pass-through voting of proxies HR 7594/S 4097, Too Narrow to Succeed Act - instruct DOL to conduct a survey of best practices for increasing the diversity of the asset management firms that invest American workers retirement plan funds S 4310, Emergency Savings Act of 2022 -- allow employers to offer pension-linked emergency savings accounts for financial emergencies S 4353, RISE and SHINE Act -- amend the Employee Retirement Income Security Act of 1974 and the Internal Revenue Code of 1986 to improve retirement plan provisions S 4361, Savvy Savers Act -- require reports to Congress on reporting and disclosure requirements related to retirement plans DRAFT, Enhancing American Retirement Now (EARN) Act - to improve retirement security S 4406,Advancing Auto Portability Act -- to provide incentives for the use of automatic portability arrangements under defined contribution plans", "HOUSE OF REPRESENTATIVES,SENATE", null, 940000, 0, 0, "2022-07-16T18:30:00-04:00"], [2822067, "53acb058-9487-4b7c-8d11-eaea081430f8", "Q2", "PENN AVENUE PARTNERS", 400918672, "BRIGHTHOUSE FINANCIAL, INC.", 2022, "second_quarter", "RET", "Retirement issues impacting Brighthouse Financial. H.R.2954: SECURE 2.0.", "HOUSE OF REPRESENTATIVES,SENATE", 30000, null, 0, 0, "2022-07-16T18:49:03-04:00"], [2822167, "daa74311-f13b-4995-99c2-8554f7612c8c", "Q2", "TIBER CREEK GROUP", 20744, "COMMITTEE ON CAPITAL MARKETS REGULATION", 2022, "second_quarter", "RET", "Issues related to retirement security; EARN Act.", "SENATE", 10000, null, 0, 0, "2022-07-16T22:33:30-04:00"], [2822315, "dbb76cb1-de4d-4254-8274-3925689bce94", "Q2", "FORBES-TATE", 400976792, "INSURED RETIREMENT INSTITUTE", 2022, "second_quarter", "RET", "Issues related to retirement savings.", "HOUSE OF REPRESENTATIVES,SENATE", 50000, null, 0, 0, "2022-07-17T09:26:44-04:00"], [2822995, "185f1ab6-f481-47f8-9e9b-cf39cb8ce4d1", "Q2", "DAVIS & HARMAN LLP", 11674, "BROKER/DEALER COORDINATION GROUP", 2022, "second_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, null, 0, 0, "2022-07-18T07:48:31-04:00"], [2823003, "be19217f-4e5e-47a5-8631-7cfe277a49a9", "Q2", "DAVIS & HARMAN LLP", 11674, "TRANSAMERICA LIFE INSURANCE COMPANY", 2022, "second_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, including H.R. 982 and S. 354. S. 1770, Retirement Security and Savings Act. S. 1011, to modify the requirements for multiple employer plans, and for other purposes (116th Congress). S. 321, Retirement Security Act. H.R. 4523, the Automatic Retirement Plan Act (115th Congress). H.R. 4637, the SAVE Act (115th Congress). H.R. 4610/S. 3759, RETIRE Act (115th Congress). Issues related to e-notarization. H.R. 2741, Public Service Retirement Fairness Act. S. 1625, Securing and Enabling Commerce Using Remote and Electronic Notarization Act. S. 1703, Improving Access to Retirement Savings. H.R. 2954, Securing a Strong Retirement Act. H.R. 8606, To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes, and for other purposes (116th Congress). H.R. 423/H.R. 409, Emergency Pension Plan Relief Act. H.R. 1319, the American Rescue Plan Act. H.R. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act. H.R. 6912, Pooled Employer Plan Fix Act. H.R. 2741, Public Service Retirement Fairness Act of 2021. 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. S. 4154, Simplifying Small Business Retirement Savings Act. S. 4153, Incentivizing Small Business Retirement Savings Act. Enhancing American Retirement Now (EARN) Act, as approved by the Senate Finance Committee. S. 4353, RISE & SHINE Act.", "HOUSE OF REPRESENTATIVES,SENATE", 40000, null, 0, 0, "2022-07-18T07:59:01-04:00"], [2823007, "d3ced601-68e4-447f-afed-694219a4ea81", "Q2", "DAVIS & HARMAN LLP", 11674, "LPL FINANCIAL", 2022, "second_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. H.R. 1938, Small Employer Retirement Savings Auto-Enrollment Credit Act (116th Congress). S. 1770, Retirement Security and Savings Act. S. 321, Retirement Security Act (116th Congress). S. 1272, SIMPLE Plan Modernization Act. H.R. 8083, Preserving Employee Retirement Savings Act (116th Congress). S. 1703, Improving Access to Retirement Savings. H.R. 2954, Securing a Strong Retirement Act. H.R. 8606, To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes, and for other purposes (116th Congress). S. 1233, Small Business Tax Fairness and Compliance Simplification Act. H.R. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act. S. 2387, Small Business Tax Fairness 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. Enhancing American Retirement Now (EARN) Act, as approved by the Senate Finance Committee. S. 4353, RISE & SHINE Act.", "HOUSE OF REPRESENTATIVES,SENATE", 30000, null, 0, 0, "2022-07-18T08:00:52-04:00"], [2823023, "ec294eb2-0820-402e-9872-9e4147255d78", "Q2", "DAVIS & HARMAN LLP", 11674, "STATE STREET BANK AND TRUST CO.", 2022, "second_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. H.R. 1907, Retirement Security for American Workers Act (116th Congress). Proposals related to environmental, social, and governance criteria in plan investments and proxy voting. Child Savings Accounts. H.R. 4523, the Automatic Retirement Plan Act (115th Congress). 403(b) investments. Annuity defaults. Annuity tax credits. S. 1770, Retirement Security and Savings Act. S. 1011, to modify the requirements for multiple employer plans, and for other purposes (116th Congress). S. 321, Retirement Security Act (116th Congress). H.R. 2741, Public Service Retirement Fairness Act. S. 1703, Improving Access to Retirement Savings. H.R. 2954, Securing a Strong Retirement Act. H.R. 8606, To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes, and for other purposes (116th Congress). H.R. 1319, the American Rescue Plan Act. H.R. 7146/S. 1870, Enhancing Emergency and Retirement Savings Act of 2021. H.R. 5376, Build Back Better Act. H.R. 2913, Encouraging Americans to Save Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act. H.R. 7310, Protecting Americas Retirement Security Act. H.R. 6782/S. 3712, Auto Reenrollment Act. H.R.2741, Public Service Retirement Fairness Act. Enhancing American Retirement Now (EARN) Act, as approved by the Senate Finance Committee. S. 4353, RISE & SHINE Act.", "HOUSE OF REPRESENTATIVES,SENATE", 30000, null, 0, 0, "2022-07-18T08:18:55-04:00"], [2823032, "1c565cfd-7eb5-48d6-a27a-af49dd2330ab", "Q2", "DAVIS & HARMAN LLP", 11674, "NATIONWIDE INSURANCE COMPANIES", 2022, "second_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 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. H.R. 4610/S. 3795, RETIRE Act (115th Congress). H.R. 1439, Increasing Access to a Secure Retirement Act (116th Congress). S. 1770, Retirement Security and Savings Act. S. 1011, to modify the requirements for multiple employer plans, and for other purposes (116th Congress). S. 321, Retirement Security Act (116th Congress). Proposals related to ETFs and variable annuities. H.R. 2951, To direct the Secretary of the Treasury to modify certain regulations relating to insurance dedicated exchange traded funds. S. 1703, Improving Access to Retirement Savings Act. H.R. 2954, Securing a Strong Retirement Act. H.R. 8606, To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes, and for other purposes (116th Congress). H.R. 1319, the American Rescue Plan Act. H.R. 7146/S. 1870, Enhancing Emergency and Retirement Savings Act. H.R. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act. H.R. 7310, Protecting Americas Retirement Security Act. H.R. 6782/S. 3712, Auto Reenrollment Act. H.R. 2741, Public Service Retirement Fairness Act. Enhancing American Retirement Now (EARN) Act, as approved by the Senate Finance Committee. S. 4353, RISE & SHINE Act.", "HOUSE OF REPRESENTATIVES,SENATE", 20000, null, 0, 0, "2022-07-18T08:24:14-04:00"], [2823042, "dae663ad-9f94-408e-8004-b5a43efc8df3", "Q2", "DAVIS & HARMAN LLP", 11674, "WILLIS NORTH AMERICA INC", 2022, "second_quarter", "RET", "Issues related to government issued mortality tables. Issues related to tax incentives for retirement savings. Retirement assumption issues. Work regarding 15% pension minimum tax issue. S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act. H.R. 5376, Build Back Better Act. H.R. 7146/S. 1870, Enhancing Emergency and Retirement Savings Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act. H.R. 7310, Protecting Americas Retirement Security Act. H.R. 6782/S. 3712, Auto Reenrollment Act. Enhancing American Retirement Now (EARN) Act, as approved by the Senate Finance Committee. S. 4353, RISE & SHINE Act.", "HOUSE OF REPRESENTATIVES,SENATE", null, null, 0, 0, "2022-07-18T08:30:59-04:00"], [2823050, "f63cfe3b-743b-47dc-8687-f10fe2f2700c", "Q2", "DAVIS & HARMAN LLP", 11674, "GIRL SCOUTS OF THE USA", 2022, "second_quarter", "RET", "Pension funding issues. PBGC related issues. H.R. 2954, Securing a Strong Retirement Act.", "HOUSE OF REPRESENTATIVES,SENATE", 30000, null, 0, 0, "2022-07-18T08:32:19-04:00"], [2823056, "24920170-0e1b-43f4-8c1f-162af709382c", "Q2", "DAVIS & HARMAN LLP", 11674, "NATIONAL RURAL ELECTRIC COOPERATIVE ASSN", 2022, "second_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. 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. S. 2352, Retirement Security Preservation Act (116th Congress). S. 2913/H.R. 5202, Protecting Critical Services for Mothers and Babies Act (116th Congress). S. 1625, Securing and Enabling Commerce Using Remote and Electronic Notarization Act. H.R. 8083, Preserving Employee Retirement Savings Act (116th Congress). S. 1703, Improving Access to Retirement Savings Act. H.R. 2954, Securing a Strong Retirement Act. H.R. 8606, To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes, and for other purposes (116th Congress). H.R. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act. H.R.6738, Retirement Tax Credit Parity for Cooperatives and Charities Act. Enhancing American Retirement Now (EARN) Act, as approved by the Senate Finance Committee. S. 4353, RISE & SHINE Act.ratives and Charities Act.", "HOUSE OF REPRESENTATIVES,SENATE", 20000, null, 0, 0, "2022-07-18T08:36:47-04:00"], [2823067, "7a707bb5-410c-48f7-8d15-62839ba169e8", "Q2", "DAVIS & HARMAN LLP", 11674, "FMR LLC", 2022, "second_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. S. 1770, Retirement Security and Savings Act. S. 1011, to modify the requirements for multiple employer plans, and for other purposes (116th Congress). H.R. 4610/S. 3795, RETIRE Act. S. 1272, SIMPLE Plan Modernization Act. S. 321, Retirement Security Act (116th Congress). Issues related to e-notarization. S. 1443/H.R. 2917, Retirement Parity for Student Loans Act. S. 1625, Securing and Enabling Commerce Using Remote and Electronic Notarization Act. S. 1703, Improving Access to Retirement Savings. H.R. 2954, Securing a Strong Retirement Act. H.R. 8606, To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes, and for other purposes (116th Congress). H.R. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Enhancement 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. Enhancing American Retirement Now (EARN) Act, as approved by the Senate Finance Committee. S. 4353, RISE & SHINE Act. S. 4147/H.R. 7860, Financial Freedom Act.", "HOUSE OF REPRESENTATIVES,SENATE", 20000, null, 0, 0, "2022-07-18T08:40:33-04:00"], [2823087, "2ac0a39d-1036-4bc6-99be-c029b4ec19d8", "Q2", "DAVIS & HARMAN LLP", 11674, "EDWARD JONES INVESTMENTS", 2022, "second_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. S. 321, Retirement Security Act (116th Congress). H.R. 4117, IRA Preservation Act (116th Congress). H.R. 1453/S. 1273, Military Spouses Retirement Security Act. S. 1703, Improving Access to Retirement Savings Act. H.R. 8606, To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes, and for other purposes (116th Congress), S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act. S. 1233/H.R. 821, Small Business Tax Fairness and Compliance Simplification Act. H.R. 5376, Build Back Better Act. S. 2387, Small Business Tax Fairness Act. H.R. 7146/S. 1870, Enhancing Emergency and Retirement Savings Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act. H.R. 7310, Protecting Americas Retirement Security Act. H.R. 6782/S. 3712, Auto Reenrollment Act. S. 4353, RISE & SHINE Act. Enhancing American Retirement Now (EARN) Act, as passed by the Senate Finance Committee.", "HOUSE OF REPRESENTATIVES,SENATE", 30000, null, 0, 0, "2022-07-18T08:48:49-04:00"], [2823098, "7fd668fe-9627-4d81-9a8c-0f7b78d01714", "Q2", "DAVIS & HARMAN LLP", 11674, "AMERICAN BENEFITS COUNCIL", 2022, "second_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 notarization. Proposals related to environmental, social, and governance plan investments and proxy voting. 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 related 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. Child Savings Accounts. Proposals related to the establishment of savings accounts for emergencies. Proposals related to disaster relief. Issues related to paid family and medical leave. Work regarding 15% pension minimum tax issue. H.R. 4523, the Automatic Retirement Plan Act (115th Congress). Proposals related to self-correcting inadvertent plan errors. H.R. 1439, Increasing Access to a Secure Retirement Act (116th Congress). H.R. 4830, Pension and Budget Integrity Act. H.R. 3596, Rightsizing Pension Premiums Act (115th Congress). S. 1272, SIMPLE Plan Modernization Act. H.R. 1084, Family Savings Act (116th Congress). S. 1443/H.R. 2917, Retirement Parity for Student Loans Act. S. 1770, Retirement Security and Savings Act. S. 2370, Automatic IRA Act (116th Congress). S. 1730, Retirement Savings Lost and Found Act. S. 3814, RESTART Act (116th Congress). S. 5064, A bill to amend the Internal Revenue Code of 1986 to increase retirement savings, to improve retirement plan administration (116th Congress). H.R. 2954, Securing A Strong Retirement Act. H.R. 8606, To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes (116th Congress). H.R. 409/H.R. 423, Emergency Pension Plan Relief Act. H.R. 1319, the American Rescue Plan Act. S 1870, Enhancing Emergency and Retirement Savings Act of 2021. H.R. 4678/S. 2446, Women's Retirement Protection Act. H.R. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act. H.R. 6912, Pooled Employer Plan Fix Act. H.R.2741, Public Service Retirement Fairness Act of 2021. H.R. 5877/S. 3746, Pension Risk Transfer Accountability Act. H.R. 7310, Protecting Americas Retirement Security Act. H.R. 6782/S. 3712, Auto Reenrollment Act. S. 4154, Simplifying Small Business Retirement Savings Act. S. 4153, Incentivizing Small Business Retirement Savings Act. Enhancing American Retirement Now (EARN) Act, as approved by the Senate Finance Committee. S. 4353, RISE & SHINE Act. S. 4219/H.R. 7740, Employee and Retiree Access to Justice Act. H.R. 7780, Mental Health Matters Act.", "HOUSE OF REPRESENTATIVES,SENATE", 60000, null, 0, 0, "2022-07-18T08:54:46-04:00"], [2823306, "dc23cc4f-9ec6-4ef5-9e12-c0b68034ee8f", "Q2", "PRINCIPAL FINANCIAL GROUP", 32178, "PRINCIPAL FINANCIAL GROUP", 2022, "second_quarter", "RET", "HR2954 Securing a Strong Retirement Act of 2021 To increase retirement savings, simplify and clarify retirement plan rules, and for other purposes. S1770 Retirement Security and Savings Act of 2021 To amend the Internal Revenue Code of 1986 to reform retirement provisions, and for other purposes. S1870 The Enhancing Emergency and Retirement Savings Act of 2021 The bill is designed to allow DC participants and IRA savers to take limited, penalty-free withdrawals from their DC plans or IRAs, under the premise of assisting with emergency expenses. This permits penalty-free distributions, up to $1,000, from tax-exempt retirement plans for emergency personal expenses, limited to one distribution in a calendar year. The bill allows repayment to plans of such distributions over a three-year period. S 2583 A bill to amend the Internal Revenue Code of 1986 to provide for rules for the use of retirement funds in connection with federally declared disasters (Cassidy/Menendez): This bill allows penalty-free distributions from tax-exempt retirement plans for a federally declared disaster (i.e., a qualified disaster recovery distribution). The bill defines qualified disaster recovery distribution as any distribution within a 180 day period after a disaster declaration that is made to an individual whose principal residence is located in a qualified disaster area (an area for which a major disaster has been declared) and who has sustained an economic loss due to the disaster. The bill sets forth rules for the recontribution of withdrawals from a plan for first-time home purchases or for purchases or construction of a principal residence in a disaster area, and increases the limit on loans from a qualified employer plan that an individual may take in lieu of a distribution. HR 2741 Public Service Retirement Fairness Act. A bill to generally permit 403(b) plans to invest in collective investment trusts (CIT) S 2452 Wyden SAVERS Credit: This bill sets forth provisions to provide matching payments for retirement savings and Individual Retirement Account (IRA) contributions for individuals who have attained the age of 18 years, excluding taxpayer dependents. Specifically, it allows an enhanced 50% tax credit, up to $2,000, for deductible retirement savings contributions and for IRA contributions. The bill also directs the Internal Revenue Service (IRS) to establish the R-Bond Program as a permanent program for the establishment and maintenance of individual retirement plans and directs the IRS to educate taxpayers on the benefits of the savings programs provided by this bill. S 2446 Spousal Consent: A summary is in progress. S.4353 Retirement Improvement and Savings Enhancement to Supplement Healthy Investments for the Nest Egg Act. This bill addresses retirement system improvements under ERISA. A summary is in process.", "HOUSE OF REPRESENTATIVES,SENATE", null, 518000, 0, 0, "2022-07-18T10:15:37-04:00"], [2823545, "0ced6aaf-54f5-4831-84fc-02c38548ba79", "Q2", "MINDSET ADVOCACY, LLC", 296271, "LPL FINANCIAL LLC", 2022, "second_quarter", "RET", "General interest in retirement issues.", "HOUSE OF REPRESENTATIVES,SENATE", 40000, null, 0, 0, "2022-07-18T11:22:32-04:00"], [2823635, "d7dd58f3-245f-45e1-9dc7-27621833f460", "Q2", "ALLON ADVOCACY, LLC", 401104657, "FORGE GLOBAL, INC.", 2022, "second_quarter", "RET", "Issues related to the treatment of certain retirement accounts under budget reconciliation.", "HOUSE OF REPRESENTATIVES,SENATE", 50000, null, 0, 0, "2022-07-18T11:45:43-04:00"], [2823667, "4297659c-7200-401d-ae6f-ab307069ae3f", "Q2", "ALLON ADVOCACY, LLC", 401104657, "YODLEE INC.", 2022, "second_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, null, 0, 0, "2022-07-18T11:51:54-04:00"], [2823742, "90f8df7b-675c-4a36-9fb7-a9471eb97792", "Q2", "BANK OF AMERICA CORPORATION", 26400, "BANK OF AMERICA CORPORATION", 2022, "second_quarter", "RET", "HR 2954, Securing a Strong Retirement Act of 2021, issues related to retirement savings incentives.", "HOUSE OF REPRESENTATIVES,SENATE", null, 270000, 0, 0, "2022-07-18T12:07:44-04:00"], [2824175, "481d4381-108d-4388-a886-c66d5d0857fa", "Q2", "GREYSTONE GROUP LLC", 295510, "MINOT STATE UNIVERSITY", 2022, "second_quarter", "RET", "S. 331 - ABLE Age Adjustment Act, entire legislation S. 4102 - SSI Savings Penalty Elimination Act, entire legislation H.R. 2954 - Securing a Strong Retirement Act of 2021 (SECURE 2.0) - monitor for inclusion of provisions from S. 331 and S. 4102", "SENATE", null, null, 0, 0, "2022-07-18T13:11:59-04:00"], [2824229, "4452b3ec-ac9e-47c4-9878-a3912dbee7a0", "Q2", "THE ERISA INDUSTRY COMMITTEE", 13803, "ERISA INDUSTRY COMMITTEE", 2022, "second_quarter", "RET", "Paid leave issues Retirement Security and Savings Act Emergency savings and the Enhancing Emergency and Retirement Savings Act of 2021 Single-Employer Defined Benefit Issues Retirement Improvement and Savings Enhancement Act RISE and SHINE Act Retirement Plan Disclosures Retirement Plan Investment Requirements and options Retirement Plan Contribution Flexibility Retirement Savings Tax Issues Modernizing Retirement Plan Administration Mental Health Matters Act Protecting Americas Retirement Security Act Securing a Strong Retirement Act (SSRA) 401(k) Investment Options EARN Act Fiduciary standards for brokerage windows", "HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),SENATE,Treasury, Dept of", null, 60000, 0, 0, "2022-07-18T13:23:50-04:00"], [2824294, "43d50dcc-b3b1-4317-ac4b-dd8dc0b3647d", "Q2", "UNITED AUTOMOBILE, AEROSPACE & AGRICULTURAL IMPLEMENT WORKERS", 39052, "UNITED AUTOMOBILE AEROSPACE & AGRICULTURAL IMPLEMENT WORKERS", 2022, "second_quarter", "RET", "Build Back Better Act, Stabilizing multi- and single-employer defined benefit pension plans", "HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE", null, 130000, 0, 0, "2022-07-18T13:32:40-04:00"], [2824367, "0495e2f0-2da5-4247-aa06-dc3aded8ee0d", "Q2", "FINANCIAL EXECUTIVES INTERNATIONAL", 14520, "FINANCIAL EXECUTIVES INTERNATIONAL", 2022, "second_quarter", "RET", "Pension, defined contribution, defined benefit rules, regulations and policies.", "HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE", null, 23995, 0, 0, "2022-07-18T13:47:22-04:00"], [2824927, "6eb24894-bae8-4e98-ab73-24190be61311", "Q2", "LONGBOW PUBLIC POLICY GROUP, LLC", 401106355, "CENTER FOR CAPITAL MARKETS COMPETITIVENESS, U.S. CHAMBER OF COMMERCE", 2022, "second_quarter", "RET", "Anticipated Fiduciary Rule further defining and delimiting the definition of fiduciary pursuant to the Employee Income Security Retirement Act of 1974. Employee Benefits Security Administration proposed rule regarding \"Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights\"; provisions related to the exercise of shareholder rights (86 Fed. Reg. 57272, Oct. 14, 2021). Nomination of Lisa Gomez, of New Jersey, to be an Assistant Secretary of Labor for the Employee Benefits Security Administration (PN 940).", "HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE", 20000, null, 0, 0, "2022-07-18T15:02:35-04:00"], [2824943, "05fca921-6538-44d0-be20-e813539a9fd8", "Q2", "LONGBOW PUBLIC POLICY GROUP, LLC", 401106355, "UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA", 2022, "second_quarter", "RET", "Proposals for two-pool withdrawal liability and alternative plans design for defined benefit retirement plans.", "SENATE", 20000, null, 0, 0, "2022-07-18T15:04:11-04:00"], [2824960, "e578adb2-8c05-469d-be01-4bf36cc17e2b", "Q2", "LONGBOW PUBLIC POLICY GROUP, LLC", 401106355, "SIGNATORY WALL AND CEILING CONTRACTORS ALLIANCE", 2022, "second_quarter", "RET", "S. 4353, the Retirement Improvement and Savings Enhancement to Supplement Healthy Investments for the Nest Egg (RISE & SHINE) Act, legislation to amend the Employee Retirement Income Security Act of 1974 and the Internal Revenue Code of 1986 to improve retirement plan provisions; entire bill. Proposals for alternative plan designs for multiemployer defined benefit plans. Nomination of Lisa Gomez, of New Jersey, to be an Assistant Secretary of Labor for the Employee Benefits Security Administration (PN 940).", "HOUSE OF REPRESENTATIVES,SENATE", 50000, null, 0, 0, "2022-07-18T15:05:55-04:00"], [2825147, "f629bdf7-c3b1-45c6-bd77-77e9a6820ed9", "Q2", "KEVIN KAYES", 401104434, "ARCBEST", 2022, "second_quarter", "RET", "Implementation of the multiemployer pension relief included in the previously enacted H.R. 1319, the American Rescue Plan of 2021, PL 117-2.", "HOUSE OF REPRESENTATIVES,SENATE", 40000, null, 0, 0, "2022-07-18T15:25:42-04:00"], [2825297, "334ba936-3f36-42b3-a4bd-459ee7605e06", "Q2", "ALLIANCE FOR RETIRED AMERICANS", 67238, "ALLIANCE FOR RETIRED AMERICANS", 2022, "second_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 Status 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. Proposals regarding the Social Security Windfall Elimination Provision 10. Proposals regarding the Social Security Government Pension Offset 11. H.R. 82, Social Security Fairness Act of 2021, entire bill 12. S. 1302, Social Security Fairness Act, entire bill 13. S. 1772, Surviving Widow(er) Income Fair Treatment Act of 2021, or the SWIFT Act\", entire bill 14. S. 1099, Protecting Married Seniors From Impoverishment Act, entire bill 15. H.R. 4921, Strengthening Social Security Act of 2021, entire bill 16. H.R. 5637, Meeting our Seniors Social Security Needs Act, entire bill 17. H.R. 5723, Social Security 2100: A Sacred Trust, entire bill 18. S. 3070, Safeguarding American Families and Expanding Social Security Act of 2021, entire bill 19. S. 3177, Protection of Social Security Benefits Restoration Act, entire bill 20. Re-opening of and customer service at Social Security field offices 21. Proposals regarding fiduciary rules for advisers of individuals with individual retirement accounts 22. S. 4365, Social Security Expansion Act, entire bill", "HOUSE OF REPRESENTATIVES,SENATE,Social Security Administration (SSA)", null, 80000, 0, 0, "2022-07-18T15:45:55-04:00"], [2825798, "7baa4cd0-a60d-4c91-b8e2-d630a26e8381", "Q2", "RESOLUTION PUBLIC AFFAIRS, LLC", 401105068, "EDWARD D. JONES & CO., L.P.", 2022, "second_quarter", "RET", "Issues regarding retirement security, generally.", "HOUSE OF REPRESENTATIVES,SENATE", 40000, null, 0, 0, "2022-07-18T16:51:08-04:00"], [2826037, "b31ba494-76fd-4f9c-a2db-0e863e584f5b", "Q2", "INTERNATIONAL ASSOCIATION OF MACHINISTS AND AEROSPACE WORKERS", 19775, "INTERNATIONAL ASSOCIATION OF MACHINISTS AND AEROSPACE WORKERS", 2022, "second_quarter", "RET", "PBGC Final SFA Rule No Bill Number", "HOUSE OF REPRESENTATIVES,Pension Benefit Guaranty Corporation (PBGC),SENATE", null, 620000, 0, 0, "2022-07-18T17:40:47-04:00"], [2826370, "98cbba45-3642-4282-8da7-facbeafc8183", "Q2", "AMERICAN BENEFITS COUNCIL", 4675, "AMERICAN BENEFITS COUNCIL", 2022, "second_quarter", "RET", "Legislative FY 2023 Budget Proposal - tax policy, pandemic preparedness Build Back Better Act (BBBA) - H.R. 5376 - retirement policy and revenue-raising provisions Infrastructure Investment and Jobs Act (IIJA) - H.R. 3684 -defined benefit pension stabilization option provision Retirement Improvement and Savings Enhancement (RISE) Act - H.R. 5891 RISE & SHINE Act - S. 4353 Bipartisan, Comprehensive Retirement Legislation - Senate HELP Committee The Enhancing American Retirement Now (EARN Act - Senate Finance Committee Helping Parents Save for College Act - S. 4103 Automatic Retirement Plan Act (ARPA) Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870/H.R. 7146 The Emergency Savings Act -S. 4310 ABLE Employment Flexibility ACT (AEFA) - H.R. 4672 Womens Retirement Protection Act (WRPA) - S. 2446/H.R. 4678 Encouraging Americans to Save Act (EASA) - S. 2452/H.R. 2913 Improving Access to Retirement Savings Act - S. 1703 Retirement Savings Lost and Found Act - S. 1730 Retirement Parity for Student Loans Act - S. 1443/H.R. 2917 Financial Factors in Selecting Retirement Plan Investment Act - S. 1762 Retirement Security and Savings Act of 2021 - S. 1770 Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 Securing a Strong Retirement Act - H.R. 2954 Retirement Security Flexibility Act - S. 2602 Emergency Pension Plan Relief Act - H.R. 409 Emergency Pension Plan Relief Act - H.R. 423 Advancing Auto-portability Act of 2022 - S. 4406 Lifetime Income for Employees (LIFE) Act - H.R. 6476 Auto Reenroll Act of 2022 - H.R. 6782 Employee and Retiree Access to Justice Act - H.R. 7740/S. 4219 Mental Health Matters Act - H.R. 7780 Cybersecurity Cryptocurrency Brokerage windows Financial Freedom Act - S. 4147 Defined Benefit Plan (DB) Issues Environmental, Social and Governance (ESG) principals in investing ERISA Uniformity Pension Benefit Guaranty Corporation (PBGC) premiums Pooled Employer Plan (PEPs) Issues Tax Incentives for 401 (k) contributions Telework practices Electronic communication Regulatory White House Executive Order on Climate-Related Financial Risk DOL - Request for Information (RFI) - Possible Agency Actions on Climate-Related Financial Risk DOL/EBSA- Environmental, Social and Governance (ESG) investment and proxy voting guidance, - proposed regulations, temporary non-enforcement policy White House Executive Order - Ensuring Responsible Development of Digital Assets Department of Labor (DOL) - proposed changes to retirement plan prohibited transaction exemption (PTEs) - proposed rule Department of Labor (DOL) - Guidance on Cryptocurrency in retirement plans DOL - Compliance Assistance Release 2022-01 - 401(k) plans in cryptocurrency Internal Revenue Service (IRS) - Notice of Proposed Rulemaking (NPRM) - Required Minimum Distributions (RMD) from retirement plans DOL - sub-regulatory guidance - reduction of cybersecurity risks for retirement plan sponsors Consolidated Appropriations Act of 2021 - H.R. 133 (Public Law 116-260) - employer-sponsored retirement and other benefit plans - implementation issues American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - PBGC, IRS - IFR - new assistance program for financially troubled multiemployer plans DOL/Treasury/IRS/PBGC - Final Revisions to the Form 5500 for 2022 PBGC/IRS - Missing Participants - request for clarifying guidance on missing participant benefits DOL - best practices for missing participants DOL (EBSA) - guidance on maximum duration of relief extending certain participant and plan deadlines resulting from COVID-19 Treasury/IRS - safe harbor correction method for automatic contribution arrangements IRS -Employee Plans Compliance Resolution System (EPCRS) IRS - mandatory 60-day postponement of certain tax-related deadlines Treasury/IRS - Notice 2021-48 - guidance on single-employer pension plan relief included in the American Rescue Plan Act of 2021 (ARPA) DOL/Treasury/IRS - Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments on registration requirements, service crediting guidance and other issues Treasury/IRS - Proposed Regulation - Providing an exception to the Unified Plan Rule for certain Multiple Employer Plans (One-Bad-Apple Rule) DOL (EBSA) - investment advice guidance and related prohibited transaction exemptions Treasury/IRS - Remote notarization for spousal consent DOL - Interim Final Rule on Lifetime Income Illustration Requirements - temporary frequently asked questions (FAQs) - timing clarification DOL - defined benefit plans - annuity purchases DOL - redefinition of fiduciary DOL -de-risking of defined benefit pension plans Emergency savings Executive compensation ERISA Uniformity Multiemployer pension plan issues Paid leave proposals and issues State retirement plan initiatives Student loan repayment benefit PBGC/IRS - withholding issue for terminating plans IRS Tax Forms W4-P and W4-R - Effective date of the revised 2022 tax forms postponed until 2023", "HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Office of Management & Budget (OMB),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of,White House Office", null, 433084, 0, 0, "2022-07-18T19:55:36-04:00"], [2826474, "f9f5eafd-fef6-47a4-9937-f822fae59575", "Q2", "DAVIS & HARMAN LLP", 11674, "LINCOLN NATIONAL CORPORATION", 2022, "second_quarter", "RET", "Comprehensive pension and retirement savings legislation. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Issues related to paid family, sick, and medical leave. S. 1770, Retirement Security and Savings Act. S. 2370, Automatic IRA Act (116th Congress). H.R. 2954, Securing a Strong Retirement Act. H.R. 5376, Build Back Better Act. H.R. 2741, Public Service Retirement Fairness Act. H.R. 6912, Pooled Employer Plan Fix Act. Enhancing American Retirement Now (EARN) Act, as approved by the Senate Finance Committee. S. 4353, RISE & SHINE Act. S. 4154, Simplifying Small Business Retirement Savings Act. S. 4153, Incentivizing Small Business Retirement Savings Act.", "HOUSE OF REPRESENTATIVES,SENATE", 10000, null, 0, 0, "2022-07-18T20:36:49-04:00"], [2826834, "fde79dbf-b0d6-42f2-a513-3cf08add39f2", "Q2", "BROWNSTEIN HYATT FARBER SCHRECK, LLP", 7257, "UNIVERSAL SAVINGS FOR AMERICANS, FORMERLY REPORTED AS, SAVINGUSA", 2022, "second_quarter", "RET", "Issues related to the retirement savings program", "HOUSE OF REPRESENTATIVES,SENATE", 80000, null, 0, 0, "2022-07-18T22:26:10-04:00"], [2827636, "9f8d5755-ed75-4af9-bfe7-30b1b943def4", "Q2", "INSURED RETIREMENT INSTITUTE", 285494, "INSURED RETIREMENT INSTITUTE", 2022, "second_quarter", "RET", "Legislation and rulemaking affecting annuities, variable life products and retirement savings including Biden Administration and Congressional proposals on tax reform. DOL - EBSA - Cybersecurity Guidance for Plan Sponsors, Fiduciaries, Record Keepers and Participants. DOL - EBSA - PTE 2020-02 - Improving Investment Advice for Workers & Retirees. DOL - EBSA - Financial Factors in Selecting Plan Investments - ZRIN 1210-AB95. DOL - EBSA - Improving Investment Advice for Workers and Retirees - ZRIN 1210-ZA29. DOL - EBSA - Pension Benefit Statements-Lifetime Income Illustrations - RIN 1210-AB20. DOL - EBSA - Fiduciary Duties Regarding Proxy Voting and Shareholder Rights - RIN 1210-AB91. DOL - OSEC - Rescission of Department of Labor Rule on Guidance (29 CFR Part 89 - RIN 1290-AA41). 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 - Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights (RIN - 1210-AC03/ 29 CFR 2550). DOL - EBSA - RFI on Possible Agency Actions to Protect Life Savings and Pensions from Threat of Climate-Related Financial Risk - RIN 1210-ZA30. DOL - EBSA - Compliance Assistance Release 2022-01 to 401(k) Plan Fiduciaries on Use of Cryptocurrencies - March 10, 2022. DOL - EBSA - Proposed Rule to Amend Procedures Governing the Filing and Processing of Prohibited Transaction Exemption (PTE) Applications - RIN 1210-ACO5. DOL implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). EOP - Executive Order on Climate-Related Financial Risk. EOP - Amending Executive Order 13959 - Addressing the Threat from Securities Investments That Finance Communist Chinese Military Companies (E.O. 13974 of Jan 13, 2021 - 86 FR 4875). EOP - Executive Order 13990 - Protecting Public Health and the Environment and Restoring Science to Tackle the Climate Crisis (Federal Register/Vol. 86, No. 14 - Monday, January 25, 2021). FINRA - Comment on Lessons From the COVID-19 Pandemic (Regulatory Notice 20-42). FINRA - Request for Comment on Effective Practices and rule Enhancements for Sales Practice Obligations for Complex Products and Options (Regulatory Notice 22-08). 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). Treasury/IRS implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). Treasury - IRS - Draft of the 2022 IRS Form W-4P and W4-R, Withholding Certificate for Periodic Pension or Annuity Payments. Treasury - IRS - Notice 2021-03 - Extension of Temporary Relief from the Physical Presence Requirement for Spousal Consents Under Qualified Retirement Plans. Treasury - IRS - Proposed Rule Required Minimum Distributions (87 FR 10504, 26 CFR 1 and 26 CFR 54, REG-105954-20 RIN: 1545-BP82). Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. SEC - Implementation and Enforcement of Regulation BI and Form CRS. SEC - Updated Disclosure Requirements and Summary Prospectus for Variable Annuity and Variable Life Insurance Contracts (17 CFR Parts 230, 232, 239, 240, 270, and 274). 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 - FINRA - Proposed Rule Change to Amend FINRA Rule 2231 (Customer Account Statements) - SR-FINRA-2021-024. SEC - FINRA - Proposed Rule Change to Extend the Effectiveness of Temporary FINRA Rule 3110.17 - SR-FINRA-2021-023. SEC - Electronic Recordkeeping Requirements for Broker-Dealers, Security-Based Swap Dealers, and Major Security-Based Swap Participants - (RIN 3235-AM76 - Release No. 34-93614; File No. S7-19-2 - 17 CFR Part 240). SEC - Staff Bulletin: Standards of Conduct for Broker-Dealers and Investment Advisers Account Recommendations for Retail Investors - March 29, 2022. SEC - Proposal to Create a RILA Registration Form. SEC implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). SEC - Request for Comment on Certain Information Providers Acting as Investment Advisers (17 CFR Parts 270 and 275, RIN 3235-AM95). SEC - Proposed Rule Investment Company Names (17 CFR Parts 232, 270 and 274, RIN: 3235-AM72). 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). The Automatic Retirement Plan Act of 2017 (H.R. 4523 - 115th Congress). The Application of ERISA to Insurance Company General Accounts and General Account Contracts (H.R. 7278 - 115th Congress). Senior Investor Pandemic and Fraud Protection Act - House Financial Services National Security, International Development and Monetary Policy Subcommittee (Discussion Draft). The Financial Exploitation Prevention Act (H.R. 2265 - 117th Congress). The Financial Factors in Selecting Retirement Plan Investment Act (S.1762/H.R. 3387-117th Congress). The Improving Access to Retirement Savings Act of 2021 (S.1703 - 117th Congress). The Military Spouses Retirement Security Act (S.1273/HR 1453 - 117th Congress). The Protecting the Right to Organize (PRO) Act (S.420/H.R. 842-117th Congress). The Retirement Parity for Student Loans Act (S.1443/HR 2917 - 117th Congress). The Retirement Savings Lost and Found Act (S.1730 - 117th Congress). The Retirement Security and Savings Act of 2021 (S.1770 - 117th Congress). The Securing a Strong Retirement Act (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.856/H.R.1565 - 117th Congress). The Servicemember Retirement Improvement Act (H.R. 905 - 116th Congress). The Secure and Fair Enforcement (SAFE) Banking Act (S.910/H.R. 1996 - 117th Congress). Build Back Better Act (H.R. 5367 - 117th Congress). Womens Retirement Protection Act (S.2446/H.R. 4678 - 117th Congress). National Defense Authorization Act for Fiscal Year 2022 (S.2792/H.R. 4350 - 117th Congress). Elder Justice Reauthorization and Modernization Act of 2021 (S.2674/H.R.4969 - 117th Congress). The Registration for Index-Linked Annuities (RILA) Act (S.3198/H.R. 4865 - 117th Congress). The Financial Fitness Act (H.R. 5779 - 117th Congress). The Lifetime Income for Employees Act (H.R. 6746 - 117th Congress). The Automatic Reenroll Act (S.3712/H.R. 6782 - 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 Long-Term Care Affordability Act (S.2415/H.R. 7107 - 117th Congress). The Retirement Improvement and Savings Enhancement to Supplement Healthy Investments for the Nest Egg (RISE & SHINE) Act (S.4353 - 117th Congress). The Enhancing American Retirement Now (EARN) Act (Senate Finance Committee). The Enhancing Emergency and Retirement Savings Act (S.1870/H.R.7416 - 117th Congress). The Financial Services and General Government Appropriations Act, 2023 (H.R. 8254 - 117th Congress). The National Defense Authorization Act for Fiscal Year 2023 (H.R.7900 - 117th Congress). The Protecting Americas Retirement Security Act (H.R.7310 - 117th Congress). The Starter-K Act of 2022 (S.3955/H.R.8125 - 117th Congress). The Increasing Small Business Retirement Choices Act (S.4086 - 117th Congress). The Strengthening the Office of the Investor Advocate Act (H.R.7732 - 117th Congress). The American Data Privacy and Protection Act (H.R.8152 - 117th Congress). The Employee and Retiree Access to Justice Act (S.4129/H.R.7740 - 117th Congress). The Helping Parents Save for College Act (S.4103 - 117th Congress).", "HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of", null, 140000, 0, 0, "2022-07-19T09:21:32-04:00"], [2827656, "b35b3aa2-1e2a-4818-876d-efc74a2e047e", "Q2", "AICPA ASSOCIATION OF INTERNATIONAL CERTIFIED PROFESSIONAL ACCOUNTANTS", 401104268, "AICPA ASSOCIATION OF INTERNATIONAL CERTIFIED PROFESSIONAL ACCOUNTANTS", 2022, "second_quarter", "RET", "Group-of-plans consolidated audit.", "HOUSE OF REPRESENTATIVES,SENATE", null, 1300000, 0, 0, "2022-07-19T09:24:40-04:00"], [2827746, "b6de10e3-99e7-42ab-8a44-ec7c6f92770a", "Q2", "CASSIDY & ASSOCIATES, INC.", 8453, "SOCIETY OF ACTUARIES", 2022, "second_quarter", "RET", "General legislative issues related to actuarial profession", "HOUSE OF REPRESENTATIVES,SENATE", 20000, null, 0, 0, "2022-07-19T09:35:58-04:00"], [2827882, "72d44a7a-dea9-49bb-86aa-71ece7d7d814", "Q2", "MEHLMAN CONSULTING, INC.", 284950, "NORTHERN TRUST", 2022, "second_quarter", "RET", "Issues related to retirement security and the enhancement of 403(b) plans in H.R. 2954 - Securing a Strong Retirement Act of 2022, Enhancing American Retirement Now (Earn Act), and S. 4353 Retirement Improvement and Savings Enhancement to Supplement Healthy Investments for the Nest Egg (Rise & Shine Act).", "HOUSE OF REPRESENTATIVES,SENATE", 50000, null, 0, 0, "2022-07-19T09:47:28-04:00"], [2828416, "d6dfb812-c978-4b35-9758-bde1b2503374", "Q2", "MARSH & MCLENNAN COMPANIES, INC.", 400361683, "MARSH & MCLENNAN COMPANIES, INC.", 2022, "second_quarter", "RET", "Securing Strong Retirement Act 2022", "HOUSE OF REPRESENTATIVES,SENATE", null, 310000, 0, 0, "2022-07-19T10:43:29-04:00"], [2828462, "637ad335-3749-4de9-94ef-44a9c1239c21", "Q2", "SCHOENING STRATEGIES", 400954758, "AMAC ACTION", 2022, "second_quarter", "RET", "S. 275 - Retirement Freedom Act H.R. 984 - Retirement Inflation Protection Act of 2021 H.R. 4072 - To amend title II of the Social Security Act to provide for the reissuance of Social Security account numbers to young children in cases where confidentiality has been compromised. S. 3684 - Improving Social Securitys Service to Victims of Identity Theft Act - helping victims of identity theft", "HOUSE OF REPRESENTATIVES,SENATE", 15000, null, 0, 0, "2022-07-19T10:49:53-04:00"], [2828835, "4d0559f0-2ba0-4c6d-8a23-4f6f62340201", "Q2", "THE RABEN GROUP", 61458, "SMALL INVESTOR PROTECTION LEAGUE (INFORMAL COALITION)", 2022, "second_quarter", "RET", "Activist hedge funds and closed end funds Investor protection H.R.4262 - Increasing Investor Opportunities Act Senate bill (S.3948) titled \"The Increasing Investor Opportunities Act.", "HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE", 40000, null, 0, 0, "2022-07-19T11:25:46-04:00"], [2829262, "34b1039d-8429-40fc-bb7d-44d8298b8c9d", "Q2", "DAVIS & HARMAN LLP", 11674, "SPARK INSTITUTE", 2022, "second_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. Issues related to spousal consent and cybersecurity. H.R. 4610/S. 3759, RETIRE Act (115th Congress). H.R. 2954, Securing A Strong Retirement Act. S. 1770, Retirement Security and Savings Act. Provisions related to pension plans including, the American Rescue Plan Act of 2021. Provisions related to retirement savings in H.R. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act of 2021. S. 1625/H.R. 3962, Securing and Enabling Commerce Using Remote and Electronic Notarization Act. Enhancing American Retirement Now (EARN) Act, as approved by the Senate Finance Committee. S. 4353, RISE & SHINE Act.", "HOUSE OF REPRESENTATIVES,SENATE", 10000, null, 0, 0, "2022-07-19T12:03:32-04:00"], [2829281, "e98f7cd0-c84d-4638-b488-91fa75d2c7e6", "Q2", "DAVIS & HARMAN LLP", 11674, "RETIREMENT INDUSTRY TRUST ASSOCIATION", 2022, "second_quarter", "RET", "Issues related to retirement savings and IRAs. S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act. Discussion draft of Retirement Improvements and Savings Enhancements (RISE) Act of 2016. Legislative proposals related to self-directed IRAs and IRA investments. IRA investment changes in H.R. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act of 2021. Enhancing American Retirement Now (EARN) Act, as approved by the Senate Finance Committee.", "HOUSE OF REPRESENTATIVES,SENATE", null, null, 0, 0, "2022-07-19T12:04:33-04:00"], [2829285, "603b4ba2-f519-4ba2-b7fc-0ed50a1cf2a2", "Q2", "DAVIS & HARMAN LLP", 11674, "MISSIONSQUARE RETIREMENT", 2022, "second_quarter", "RET", "Proposals related to retirement and retiree health savings and collective investment trusts. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Proposals related to governmental 457(b) plans. S. 1770, Retirement Security and Savings Act. H.R. 2741, Public Service Retirement Fairness Act of 2020. H.R. 2954, Securing a Strong Retirement Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act of 2021. Enhancing American Retirement Now (EARN) Act, as approved by the Senate Finance Committee. S. 4353, RISE & SHINE Act.", "HOUSE OF REPRESENTATIVES,SENATE", 20000, null, 0, 0, "2022-07-19T12:05:24-04:00"], [2829304, "62fe38bd-b7c9-44b3-a7a7-5b3d46524a7f", "Q2", "DAVIS & HARMAN LLP", 11674, "INSPIRA FINANCIAL", 2022, "second_quarter", "RET", "Issues related to retirement savings. Issues related to automatic rollovers, missing participants, PBGC, and cash-out limits. H.R. 5676, Retirement Plan Modernization Act (116th Congress). S. 1770, Retirement Security and Savings Act. S. 1730, Retirement Savings Lost and Found Act. H.R. 2954, Securing A Strong Retirement Act. IRA investment changes in H.R. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act of 2021. Enhancing American Retirement Now (EARN) Act, as approved by the Senate Finance Committee. S. 4353, RISE & SHINE Act.", "HOUSE OF REPRESENTATIVES,SENATE", 20000, null, 0, 0, "2022-07-19T12:06:24-04:00"], [2829420, "28a4bee3-205c-4357-89d4-88e2b1deb09a", "Q2", "DAVIS & HARMAN LLP", 11674, "MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY", 2022, "second_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. Issues related to the tax treatment of retirement plans, IRAs, and annuity products. Issues related to pension risk transfers. S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act. H.R. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act of 2021. Enhancing American Retirement Now (EARN) Act, as approved by the Senate Finance Committee. S. 4353, RISE & SHINE Act.", "HOUSE OF REPRESENTATIVES,SENATE", 10000, null, 0, 0, "2022-07-19T12:15:56-04:00"], [2829446, "5b097181-1902-41e9-bbd4-07eb7d297bca", "Q2", "DAVIS & HARMAN LLP", 11674, "TIAA", 2022, "second_quarter", "RET", "Issues related to tax incentives for retirement savings. Issues regarding investment offerings in defined contribution plans and IRAs. 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. Issues related to electronic notarization. H.R. 4610/S. 3795, RETIRE Act (115th Congress). S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act. H.R. 6746, Lifetime Income for Employees Act. H.R. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Act of 2021. Enhancing American Retirement Now (EARN) Act, as approved by the Senate Finance Committee. S. 4353, RISE & SHINE Act.", "HOUSE OF REPRESENTATIVES,SENATE", 10000, null, 0, 0, "2022-07-19T12:16:47-04:00"], [2829455, "a814a204-bc28-477d-a09e-1e9acbe0252e", "Q2", "DAVIS & HARMAN LLP", 11674, "VANGUARD GROUP", 2022, "second_quarter", "RET", "Issues related to tax incentives for retirement savings. Issues related to employee benefit plan investments and administration, and electronic delivery of ERISA-mandated statements and disclosures, including: H.R. 2741, Public Service Retirement Fairness Act of 2020. S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act, H.R. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act of 2021. S. 4353, RISE & SHINE Act. Enhancing American Retirement Now (EARN) Act, as approved by the Senate Finance Committee.", "HOUSE OF REPRESENTATIVES,SENATE", 20000, null, 0, 0, "2022-07-19T12:17:25-04:00"], [2829457, "9a67c68d-0edf-4353-8506-b55ac3680bc4", "Q2", "DAVIS & HARMAN LLP", 11674, "VANGUARD GROUP", 2022, "second_quarter", "RET", "Issues related to tax incentives for retirement savings. Issues related to employee benefit plan investments and administration, and electronic delivery of ERISA-mandated statements and disclosures, including: H.R. 2741, Public Service Retirement Fairness Act of 2020. S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act, H.R. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act of 2021. S. 4353, RISE & SHINE Act. Enhancing American Retirement Now (EARN) Act, as approved by the Senate Finance Committee.", "HOUSE OF REPRESENTATIVES,SENATE", 20000, null, 0, 0, "2022-07-19T12:17:30-04:00"], [2829522, "4f4818c7-4265-4cae-bb05-90606c4ee7e9", "Q2", "NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC.", 26980, "NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC.", 2022, "second_quarter", "RET", "Social Security Fairness Act; Public Servants Protection and Fairness Act; Public Safety Retirees Healthcare Protection Act; Expanding Health Care Options for Early Retirees Act; Securing a Strong Retirement Act; Wally Bunker HELPS Retirees Improvement Act; Police and Fire Healthcare Protection Act; EARN Act.", "HOUSE OF REPRESENTATIVES,SENATE", null, 60000, 0, 0, "2022-07-19T12:21:38-04:00"], [2830301, "570f10dd-457a-4104-884b-9105d7c67b53", "Q2", "PORTERFIELD, FETTIG & SEARS, LLC", 305054, "TIAA", 2022, "second_quarter", "RET", "Retirement issues", "HOUSE OF REPRESENTATIVES,SENATE", 60000, null, 0, 0, "2022-07-19T13:25:27-04:00"], [2830335, "b684bb8c-3d77-47ed-871f-eef19a77975e", "Q2", "AMERICAN FEDERATION OF STATE, COUNTY AND MUNICIPAL EMPLOYEES", 2321, "AMERICAN FEDERATION OF STATE COUNTY AND MUNICIPAL EMPLOYEES", 2022, "second_quarter", "RET", "HR 5723, S 3071- Social Security 2100: A Sacred Trust S 4365- Expanding Social Security Improving retirement for home care providers HR 5723, HR 82, S 1302- Social Security Reforms, Social Security Fairness Act", "HOUSE OF REPRESENTATIVES,SENATE", null, 510000, 0, 0, "2022-07-19T13:27:09-04:00"], [2830862, "0e292ebe-93b7-4f1d-b2f5-9352e8ea805d", "Q2", "WILLIAMS AND JENSEN, PLLC", 41454, "THE VANGUARD GROUP, INC.", 2022, "second_quarter", "RET", "Retirement and savings issues, generally; Securing a Strong Retirement Act of 2021 (H.R. 2954). Retirement Security & Savings Act (S. 1770). S. ___, the Enhancing American Retirement Now (EARN) Act, and S. 4353, the RISE and SHINE Act.", "HOUSE OF REPRESENTATIVES,SENATE", 60000, null, 0, 0, "2022-07-19T14:19:12-04:00"], [2830903, "a4e3eca0-135b-428f-8e44-f5a1d752f198", "Q2", "FEDERAL HALL POLICY ADVISORS, LLC", 401104646, "PROTECTIVE LIFE CORPORATION", 2022, "second_quarter", "RET", "Issues related to retirement security, including H.R.2954 - The Securing a Strong Retirement Act.", "HOUSE OF REPRESENTATIVES,SENATE", 30000, null, 0, 0, "2022-07-19T14:21:13-04:00"], [2830905, "06fb3932-ef08-4e99-a8f4-87d9a1494822", "Q2", "INTERNATIONAL ASSOCIATION OF FIRE FIGHTERS", 19753, "INTERNATIONAL ASSOCIATION OF FIRE FIGHTERS", 2022, "second_quarter", "RET", "Expanding HELPS Retirees benefits. Efforts to undermine public pensions. Social Security offsets. Deferred compensation penalty waivers. Addressing H.R. 2954. H.R.521/S.129", "HOUSE OF REPRESENTATIVES,SENATE", null, 104000, 0, 0, "2022-07-19T14:21:30-04:00"], [2831128, "c4b3a0ca-7881-4adf-ad8f-936b615293b0", "Q2", "WINNING STRATEGIES WASHINGTON", 50796, "NATIONAL TROOPERS COALITION", 2022, "second_quarter", "RET", "Retirement Issues; legislation related to medical benefits for retired law enforcement", "HOUSE OF REPRESENTATIVES,SENATE", 10000, null, 0, 0, "2022-07-19T14:44:31-04:00"], [2831229, "88de80e5-b6a1-472c-9df1-52f09cc3ff1f", "Q2", "TRINET GROUP INC.", 401103456, "TRINET GROUP INC.", 2022, "second_quarter", "RET", "General educational discussions on employer-sponsored retirement plans and employee access to retirement benefits through employment.", "HOUSE OF REPRESENTATIVES,SENATE", null, 210000, 0, 0, "2022-07-19T14:53:58-04:00"], [2831475, "54b80039-cfd2-4133-8256-51609df38561", "Q2", "WINNING STRATEGIES WASHINGTON", 50796, "PRUDENTIAL", 2022, "second_quarter", "RET", "Retirement & pensions", "HOUSE OF REPRESENTATIVES,SENATE", 20000, null, 0, 0, "2022-07-19T15:16:09-04:00"], [2831482, "a5e4d6a0-6e06-482d-a2e1-610d618a5e6f", "Q2", "NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION", 28674, "NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION", 2022, "second_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.", null, null, 130000, 0, 0, "2022-07-19T15:16:36-04:00"], [2831621, "55616845-308f-4bf5-9c79-f8209d6b8cc7", "Q2", "SHEET METAL & AIR CONDITIONING CONTRACTORS NAT'L ASSN", 35068, "SHEET METAL & AIR CONDITIONING CONTRACTORS NAT'L ASSN", 2022, "second_quarter", "RET", "Oppose Davis-Bacon Repeal Act - H.R. 2218, S. 805", "HOUSE OF REPRESENTATIVES,SENATE", null, null, 0, 0, "2022-07-19T15:25:20-04:00"], [2831782, "b0968039-5de6-4dcd-a8b9-1112ada6b5df", "Q2", "HANCE SCARBOROUGH", 17443, "ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS", 2022, "second_quarter", "RET", "Fiscal Year 2023 Appropriations, H.R.5834 - Equal Treatment of Public Servants Act of 2021", "HOUSE OF REPRESENTATIVES,SENATE", 20000, null, 0, 0, "2022-07-19T15:33:56-04:00"], [2831784, "16bd4a53-3211-42e9-af05-1cadc091d318", "Q2", "DYKEMA GOSSETT PLLC", 12915, "THE ERISA INDUSTRY COMMITTEE", 2022, "second_quarter", "RET", "FAMILY Act and other paid leave issues Retirement Security and Savings Act Enhancing Emergency and Retirement Savings Act of 2021 Single-Employer Defined Benefit Issues Build Back Better Act Retirement Improvement and Savings Enhancement Act Retirement Plan Disclosures Retirement Plan Investment Requirements Retirement Plan Contribution Flexibility Retirement Savings Tax Issues Modernizing Retirement Plan Administration", "HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of", 20000, null, 0, 0, "2022-07-19T15:34:08-04:00"], [2832020, "c21c4eda-f2f5-479f-8d67-1f99e406c2d4", "Q2", "CAPITOL COUNSEL LLC", 313715, "MARCH OF DIMES INC.", 2022, "second_quarter", "RET", "Advice and advocacy regarding pension funding.", "HOUSE OF REPRESENTATIVES,SENATE", 30000, null, 0, 0, "2022-07-19T15:50:01-04:00"], [2832068, "faf1a7ce-caf8-4253-bb59-00288b423b9b", "Q2", "MISSIONSQUARE RETIREMENT", 401106438, "MISSIONSQUARE RETIREMENT", 2022, "second_quarter", "RET", "Proposals related to retirement and retiree health savings and collective investment trusts. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Proposals related to governmental 457(b) plans. S. 1770, Retirement Security and Savings Act. H.R. 2741, Public Service Retirement Fairness Act of 2020. H.R. 2954, Securing a Strong Retirement Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act of 2021.", "HOUSE OF REPRESENTATIVES,SENATE", null, 150000, 0, 0, "2022-07-19T15:51:32-04:00"], [2832104, "d662f455-43e0-4616-89c3-39155d39840e", "Q2", "RICH FEUER ANDERSON", 84775, "THE GLOBAL ATLANTIC FINANCIAL GROUP LLC", 2022, "second_quarter", "RET", "Legislation and regulations expanding access to retirement solutions, including H.R. 2954, the \"Securing a Strong Retirement Act of 2021.\"", "HOUSE OF REPRESENTATIVES,SENATE", 50000, null, 0, 0, "2022-07-19T15:53:15-04:00"], [2832138, "303d9b31-6cf4-4edd-9783-34323b070894", "Q2", "MISSY EDWARDS STRATEGIES, LLC", 400547641, "NCCMP", 2022, "second_quarter", "RET", "Monitor issues related to reforms of pension plans", "HOUSE OF REPRESENTATIVES,SENATE", 20000, null, 0, 0, "2022-07-19T15:55:24-04:00"], [2832156, "cf449b0e-5754-4c4b-92a3-c33fb0c36713", "Q2", "HOGAN LOVELLS US LLP", 18422, "CALIFORNIA STATE TEACHERS' RETIREMENT SYSTEM", 2022, "second_quarter", "RET", "Possible proposals to impose mandatory coverage under Social Security of state and local government employees and provide relief under Social Security benefit offsets; proposals regarding Medicare coverage.", "HOUSE OF REPRESENTATIVES,SENATE", 60000, null, 0, 0, "2022-07-19T15:57:01-04:00"], [2832771, "6b3380af-fbcd-40a5-8c02-b50a438f14d2", "Q2", "RUTLEDGE POLICY GROUP, LLC", 401105775, "AMERICAN RETIREMENT ASSOCIATION", 2022, "second_quarter", "RET", "General Retirement Savings Legislation - all provisions. 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