{"database": "lobbying", "table": "lobbying_activities", "is_view": false, "human_description_en": "where filing_period = \"third_quarter\", filing_year = 2017 and issue_code = \"RET\" sorted by filing_year descending", "rows": [[2019207, "ea866ba3-a566-4b39-b792-539975f4959f", "Q3", "ASSOCIATION OF MATURE AMERICAN CITIZENS", 400482380, "ASSOCIATION OF MATURE AMERICAN CITIZENS", 2017, "third_quarter", "RET", "Creation of SS IRA and other Reforms", "HOUSE OF REPRESENTATIVES,SENATE", null, 20000, 0, 0, "2017-10-02T14:46:36.233000-04:00"], [2019394, "37a00895-6ea1-4f7e-94fa-559bb0d7b26a", "Q3", "INTERNATIONAL UNION OF POLICE ASSOCIATIONS, AFL-CIO", 50400, "INTERNATIONAL UNION OF POLICE ASSOCIATIONS AFL-CIO", 2017, "third_quarter", "RET", "HR1205, Medicare for those with mandatory retirement age (public safety).", "HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),SENATE", null, 20000, 0, 0, "2017-10-03T11:47:17.237000-04:00"], [2019464, "9e3d51d2-8ba3-4701-81ad-63026da18d2e", "Q3", "SOCIAL SECURITY WORKS", 401048957, "SOCIAL SECURITY WORKS", 2017, "third_quarter", "RET", "â\u20ac\u2039Social Security Expansion\nMedicare Expansion/Medicare for All\nAgainst, American Health Care Act, Better Care Reconciliation Act, Graham-Cassidy\nLowering Prescription Drug Prices\nThe People's Budget\nAgainst SSI Cuts in MIECHV Reauthorization\nPrescription Drug Importation\nAgainst Better Care Reconciliation Act\nAgainst OPEN Act\nSSA Senate Appropriations\nMedicare for All", "HOUSE OF REPRESENTATIVES,SENATE,Social Security Administration (SSA)", null, 12000, 0, 0, "2017-10-03T14:52:09.937000-04:00"], [2019693, "cf99f0a4-ea46-4bb0-9237-39cff06d6c86", "Q3", "GRIZZLE COMPANY", 16987, "EASTERN KENTUCKY POWER COOPERATIVE", 2017, "third_quarter", "RET", "Support for HR 3596 \"Rightsizing Pension Premiums Act of 2017.\"", "Environmental Protection Agency (EPA),HOUSE OF REPRESENTATIVES,SENATE", 20000, null, 0, 0, "2017-10-04T13:58:18.367000-04:00"], [2019736, "b425d3ef-712b-435f-bfa4-36a85aed152e", "Q3", "MR. DONALD KANIEWSKI", 322693, "LABORERS INTERNATIONAL UNION OF NORTH AMERICA", 2017, "third_quarter", "RET", "Lobbied in support of reforming multi-employer pension plans and PBGC issues.", "HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of", 45000, null, 0, 0, "2017-10-04T14:24:34.400000-04:00"], [2019990, "b67b4b71-feab-41da-a97c-d95c79396cf6", "Q3", "THE ESOP ASSOCIATION", 13858, "ESOP ASSOCIATION", 2017, "third_quarter", "RET", "Any proposed legislation in relationship to ESOPs, employee ownership issues and generally all legislative proposals to amend the Employee Retirement Security Act of 1974.  Above areas include tax and labor law issues embedded in the Employee Retirement Security Act of 1974 and the Federal Internal Revenue Code.", "HOUSE OF REPRESENTATIVES", null, 40952, 0, 0, "2017-10-05T13:27:56.833000-04:00"], [2020203, "d390342b-053e-4103-8007-416681a411ff", "Q3", "DANEA KEHOE", 67570, "NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS", 2017, "third_quarter", "RET", "Pension simplification, lifetime disclosure isssues", "HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE", 10000, null, 0, 0, "2017-10-06T08:00:10.927000-04:00"], [2020762, "644b59d8-a51f-4d41-8799-fef6380aab6a", "Q3", "MWR CONSULTING", 401104301, "HOLLISTER, INC.", 2017, "third_quarter", "RET", "Employee Retirement Income Security Act", "Centers For Medicare and Medicaid Services (CMS),HOUSE OF REPRESENTATIVES,SENATE", 45000, null, 0, 0, "2017-10-09T13:29:41.807000-04:00"], [2020831, "6e784d16-324c-4be2-b81c-8cd6723cc580", "Q3", "HOLLAND & KNIGHT LLP", 18466, "CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.", 2017, "third_quarter", "RET", "Educating members of Congress and staff on the Department of Labor's Conflict of Interest Rule.", "HOUSE OF REPRESENTATIVES,SENATE", 40000, null, 0, 0, "2017-10-09T14:04:43.483000-04:00"], [2021048, "db3b5873-a383-4c15-8da0-ae56a83ee102", "Q3", "YODLEE INC.", 401104165, "YODLEE INC.", 2017, "third_quarter", "RET", "Fiduciary standards", "Consumer Financial Protection Bureau (CFPB),Federal Deposit Insurance Corporation (FDIC),Federal Reserve System,Financial Crimes Enforcement Network (FinCEN),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Natl Economic Council (NEC),Office of the Comptroller of the Currency (OCC),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of", null, 120000, 0, 0, "2017-10-10T08:29:23.253000-04:00"], [2021591, "edef374e-6a0f-47d9-b48e-92456b48b67c", "Q3", "MR. MARK REY", 400454181, "NATIONAL OLDER WORKERS CAREER CENTER", 2017, "third_quarter", "RET", "Assisting retired federal workers secure new employment opportunities", "HOUSE OF REPRESENTATIVES,Interior, Dept of (DOI),SENATE,U.S. Forest Service", null, null, 0, 0, "2017-10-10T17:05:10.547000-04:00"], [2021665, "5113861a-36a2-4d4a-a350-f3b0a4f032eb", "Q3", "DPWN HOLDINGS (USA) INC. (FORMERLY KNOWN AS DEUTSCHE POST WORLD NET USA, INC.)", 82237, "DPWN HOLDINGS (USA) INC. (FORMERLY KNOWN AS DEUTSCHE POST WORLD NET-USA, INC.)", 2017, "third_quarter", "RET", "Pension Funding - advocate for multi-employer pension reform.", "Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,SENATE,Transportation, Dept of (DOT)", null, 48000, 0, 0, "2017-10-11T09:16:05.297000-04:00"], [2021711, "73cecc0d-8dda-4eeb-b409-85c786105819", "Q3", "FINANCIAL EXECUTIVES INTERNATIONAL", 14520, "FINANCIAL EXECUTIVES INTERNATIONAL", 2017, "third_quarter", "RET", "Retirement plans; tax policy related to retirement plans, nondiscrimination testing in pension plans, multiemployer defined benefit pension plans; PBGC premium increases", "Commodity Futures Trading Commission (CFTC),Defense Contract Audit Agency (DCAA),Defense, Dept of (DOD),Federal Deposit Insurance Corporation (FDIC),Federal Reserve System,Government Accountability Office (GAO),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Natl Economic Council (NEC),Pension Benefit Guaranty Corporation (PBGC),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of", null, 25674, 0, 0, "2017-10-11T10:10:42.347000-04:00"], [2021899, "37e34eca-302d-45f3-ab46-fec271749f92", "Q3", "MR. ROBERT LEVI", 401104269, "UNITED POSTMASTERS AND MANAGERS OF AMERICA", 2017, "third_quarter", "RET", "Issues impacting the Civil Service Retirement System and the Federal Employees Retirement System\nHR 1205, the Social Security Equity Act\nHR 873, Thrift Savings Plan Modernization Act", "Federal Retirement Thrift Investment Board,HOUSE OF REPRESENTATIVES,Office of Personnel Management (OPM),Postal Regulatory Commission,SENATE,U.S. Postal Service (USPS)", 20000, null, 0, 0, "2017-10-11T12:28:58.707000-04:00"], [2022207, "9a7404b1-db15-4666-a7ec-e682bfb916b2", "Q3", "J.C. WATTS COMPANIES", 87858, "INSURED RETIREMENT INSTITUTE (FORMERLY KNOWN AS INVESTMENT RETIREMENT INSTITUTE", 2017, "third_quarter", "RET", "DOL Fiduciary rule", "HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of", 22500, null, 0, 0, "2017-10-11T16:09:23.723000-04:00"], [2022285, "3d237cf0-f840-43f8-9a95-6cbdb803f12d", "Q3", "MULLETT STRATEGIES LLC", 401103987, "YRC ENTERPRISE SERVICES, INC", 2017, "third_quarter", "RET", "Multi-employer pension plan legislative change or relief.", "Federal Motor Carrier Safety Administration,HOUSE OF REPRESENTATIVES,SENATE", 20000, null, 0, 0, "2017-10-11T18:05:52.740000-04:00"], [2022439, "41967e72-eb78-4be2-9bdb-db9a161b0ce1", "Q3", "FORSCEY, PLLC", 52880, "WRITERS GUILD OF AMERICA, WEST", 2017, "third_quarter", "RET", "Monitor proposed amendments to and implementation of the Multi-Employer Pension Reform Act of 2014 and to modify the structure and funding of Pension Benefit Guarantee Corporation (PBGC).", "Federal Communications Commission (FCC),HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),SENATE", 30000, null, 0, 0, "2017-10-12T10:22:21.440000-04:00"], [2022535, "6f5bcb7e-b70a-4454-82ac-a728b7b1f107", "Q3", "MCGUIREWOODS CONSULTING (A SUBSIDIARY OF MCGUIREWOODS LLP)", 24486, "STARBUCKS", 2017, "third_quarter", "RET", "Tax Reform; Education Tax Provisions; NAFTA", "HOUSE OF REPRESENTATIVES,SENATE", 30000, null, 0, 0, "2017-10-12T11:06:28.147000-04:00"], [2022544, "d57f730f-fca7-4238-81ed-ee29c28aad87", "Q3", "BUILDING AND CONSTRUCTION TRADES DEPT., AFL-CIO", 7383, "BUILDING AND CONSTRUCTION TRADES DEPT AFL-CIO", 2017, "third_quarter", "RET", "Multi-Employer Pension Plan Reform - Lobbied to promote general pension reform that will help trustees strengthen pension plans with the cooperation of both labor and management. No bill.", "Environmental Protection Agency (EPA),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,White House Office", null, 200000, 0, 0, "2017-10-12T11:07:33.367000-04:00"], [2022596, "ad1717da-031b-4b99-8ac7-a8993726ecc9", "Q3", "AMERICAN COUNCIL OF LIFE INSURERS", 2115, "AMERICAN COUNCIL OF LIFE INSURERS", 2017, "third_quarter", "RET", "H.R. 854 - the Retirement Security for American Workers Act. Issue: expanding retirement savings plans.\n\nS. 1383: Retirement Security Act of 2017. Issue: retirement security \n\nHouse GOP Blueprint on Tax Reform\n\nH.R. 2055/ S. 868 - Lifetime Income Disclosure Act. Issue: lifetime income illustration\n\nS. 1321, the Affordable Retirement Advice Protection Act. Issue: alternative to the DOL fiduciary rule\n\nH.R. 2823, the Affordable Retirement Advice for Savers Act. Issue: alternative to the DOL fiduciary rule\n\nH.J. Res 66 (PL 115-35), Resolution disapproving the DOL rule related to state based retirement plans\n\nH.J. Res 67 (PL 115-24), Resolution disapproving the DOL rule related to municipality based retirement plans. \n\nS. 1379, the Graduate Student Savings Act. Issue: promotes retirement savings for graduate students\n\nH.R. 2030, Savings Enhancement by Alleviating Leakage in 401(k) Savings Act. Issue: prevents retirement savings leakage\n\nPub.L. 111-148-The Patient Protection and Affordable Care Act, Issue: Assessments under state-based insurance exchanges.\n\nH.R. ___/S.___ Draft legislation amending Affordable Care Act provisions on health exchange assessments. Issue: Health Exchange Assessments\n\nPublic Law No: 115-31. Consolidated Appropriations Act of 2017 Maintain Section 172 of Further Continuing and Security Assistance Appropriations Act regarding funding to address the Social Security Disability Insurance (SSDI) hearing backlog. Issue: disability insurance\n\nH.R.___/S.____ Appropriations for 2018 to support funding for SSA and SSDI hearing backlog.  Issue: disability insurance.\n\n\nH.R. ___/S.___ Draft legislation on tax treatment and consumer financing for long-term care insurance. Issue: expanding long term care insurance coverage\n\n\nH.R.____/S._____ Draft legislation to expand IRC Section 125 cafeteria plans to include long term care insurance.  Issue: expanding long term care insurance.\n\nH.R.___/S._____ Draft legislation to allow auto enrollment of private disability insurance in employer provided plans.\n\nH.R.___/S. ____ Draft legislation for tax reform", "HOUSE OF REPRESENTATIVES,SENATE", null, 1088000, 0, 0, "2017-10-12T11:37:27.843000-04:00"], [2022637, "8c60e0f7-0925-46ce-a964-ea84f771bf03", "Q3", "SQUIRE PATTON BOGGS", 30906, "AON SERVICE CORPORATION (FKA AON HEWITT)", 2017, "third_quarter", "RET", "Advice regarding retirement-related legislation and regulatory reform.", "HOUSE OF REPRESENTATIVES,SENATE", 60000, null, 0, 0, "2017-10-12T12:19:55.300000-04:00"], [2022957, "f3e73a09-8ff1-47ad-9ae4-57ee23ea351d", "Q3", "NAVIGATORS GLOBAL LLC (FORMERLY DC NAVIGATORS, LLC)", 85071, "UNITED PARCEL SERVICE", 2017, "third_quarter", "RET", "General issues - no specific legislation", "HOUSE OF REPRESENTATIVES,SENATE", 40000, null, 0, 0, "2017-10-12T15:32:41.580000-04:00"], [2023095, "03460484-ce9c-466f-9ad2-8d188899e489", "Q3", "MCGUIREWOODS CONSULTING (A SUBSIDIARY OF MCGUIREWOODS LLP)", 24486, "TIAA", 2017, "third_quarter", "RET", "Issues related to taxation of insurance companies, insurance products and retirement accounts", "HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of", 40000, null, 0, 0, "2017-10-12T16:12:10.193000-04:00"], [2023307, "1c7d4075-120a-4f43-9cad-732a2c17bee1", "Q3", "SUMMIT STRATEGIES GOVERNMENT AFFAIRS LLC", 401103550, "THE ASSOCIATION OF UNION CONSTRUCTORS", 2017, "third_quarter", "RET", "Issues related to multiemployer pension reform.", "HOUSE OF REPRESENTATIVES,SENATE", 20000, null, 0, 0, "2017-10-13T10:39:40.530000-04:00"], [2023444, "51c0c046-b085-451a-b1ac-e598b7cce1bf", "Q3", "DAVIS & HARMAN LLP", 11674, "BROKER/DEALER COORDINATION GROUP", 2017, "third_quarter", "RET", "Issues related to the effect of the Department of Labor's fiduciary definition regulation and coordination of such regulation with possible SEC action on broker/dealer standard of care. H.R. 2823 Affordable Retirement Advice for Savers Act. S.1321, Affordable Retirement Advice Protection Act. Legislative proposals to address the fiduciary issue. H.R. 3857, Protecting Advice for Small Savers Act.", "HOUSE OF REPRESENTATIVES,SENATE", 20000, null, 0, 0, "2017-10-13T11:57:23.197000-04:00"], [2023451, "3fdf774a-2ed8-45f0-ac2c-eb3fdf52c6ba", "Q3", "DAVIS & HARMAN LLP", 11674, "EDWARD JONES INVESTMENTS", 2017, "third_quarter", "RET", "Issues related to the effect of the Department of Labor's fiduciary regulation and coordination with possible SEC action on broker/dealer standard of care.", "HOUSE OF REPRESENTATIVES,SENATE", 20000, null, 0, 0, "2017-10-13T12:00:29.650000-04:00"], [2023455, "312f1b4d-709c-4501-afbb-0a4ec971e4ed", "Q3", "DAVIS & HARMAN LLP", 11674, "HUELER INVESTMENT SERVICES, INC.", 2017, "third_quarter", "RET", "Issues related to qualifying longevity annuity contracts.", "HOUSE OF REPRESENTATIVES", null, null, 0, 0, "2017-10-13T12:02:34.867000-04:00"], [2023458, "b0385767-fa0a-4281-b141-e74676400879", "Q3", "DAVIS & HARMAN LLP", 11674, "LPL FINANCIAL", 2017, "third_quarter", "RET", "Work with respect to proposals to enhance retirement savings opportunities for employers, employees, and individuals. S. 223, Senior$afe Act. Small business tax credit. H.R. 3902, Small Employer Retirement Savings Auto-Enrollment Credit Act.", "HOUSE OF REPRESENTATIVES,SENATE", 10000, null, 0, 0, "2017-10-13T12:04:37.290000-04:00"], [2023461, "a3ba71ab-5343-402d-9be4-114ea88b2247", "Q3", "DAVIS & HARMAN LLP", 11674, "NATIONAL RURAL ELECTRIC COOPERATIVE ASSN", 2017, "third_quarter", "RET", "Proposals related to PBGC premiums. Proposals related to plan funding. Proposals to facilitate new growth of pension plans. Proposals to reform the multiple employer plan rules, including H.R. 854, Retirement Security for American Workers Act. Proposals related to nondiscrimination testing of pension plans. H.R. 3596, Rightsizing Pension Premiums Act. Proposals related to defined benefit plan administration.", "HOUSE OF REPRESENTATIVES,SENATE", 30000, null, 0, 0, "2017-10-13T12:05:40.227000-04:00"], [2023466, "b0efb39b-35c8-445a-8834-16c3fb609b76", "Q3", "DAVIS & HARMAN LLP", 11674, "NATIONWIDE INSURANCE COMPANIES", 2017, "third_quarter", "RET", "Proposals to expand retirement plan coverage, including proposals to reform the multiple employer plan rules, including H.R. 854, Retirement Security for American Workers. Proposals related to creation of new qualified retirement plans for small business. Issues related to tax incentives for retirement savings. Issues related to the Department of Labor's regulation defining fiduciary. Qualified plan issues. Proposals that would consolidate various retirement and IRA types. Proposals related to annuity incentives. Proposals related to electronic disclosure. Plan Consolidation. House Republican Blueprint. Proposals related to Rothification.", "HOUSE OF REPRESENTATIVES,SENATE", 30000, null, 0, 0, "2017-10-13T12:07:44.133000-04:00"], [2023471, "ff68305e-ebf8-43a9-9f97-0c129ce12510", "Q3", "DAVIS & HARMAN LLP", 11674, "STATE STREET BANK AND TRUST CO.", 2017, "third_quarter", "RET", "Issues related to expanding retirement coverage, facilitating retirement income, and increasing retirement security. Issues related to qualifying longevity annuity contracts. Issues related to state law preemption. Proposals to reform the multiple employer plan rules including H.R. 854, Retirement Security for American Workers Act. Proposals related to environmental, social, and governance criteria. Kids Savings Accounts. H.R. 3910, to amend the Internal Revenue Code of 1986 to make lifetime income and managed account options of defined contribution retirement savings plans portable.", "HOUSE OF REPRESENTATIVES,SENATE", 30000, null, 0, 0, "2017-10-13T12:08:48.087000-04:00"], [2023473, "fa8dfaf0-948e-4343-99d6-cf4ddd1abf82", "Q3", "DAVIS & HARMAN LLP", 11674, "TRANSAMERICA LIFE INSURANCE COMPANY", 2017, "third_quarter", "RET", "Proposals related to retirement plans for small business. Proposals to reform the multiple employer plan rules, including H.R. 854, Retirement Security for American Workers Act. 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. House Republican Blueprint. Proposals to amend the Internal Revenue Code and ERISA to avoid duplicative annual reporting. S. 223, Senior $afe Act. H.R. 3910, to make lifetime income and managed account options of defined contribution retirement savings plans portable.", "HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of", 10000, null, 0, 0, "2017-10-13T12:09:50.117000-04:00"], [2023474, "e2cf3b58-f909-448e-8703-705c74ec4899", "Q3", "DAVIS & HARMAN LLP", 11674, "WILLIS NORTH AMERICA INC", 2017, "third_quarter", "RET", "Work with respect to cash balance, pension equity, and other hybrid pension plans. Issues related to tax incentives for retirement plans.", "HOUSE OF REPRESENTATIVES", null, null, 0, 0, "2017-10-13T12:10:51.240000-04:00"], [2023587, "013121d9-eb4b-467a-8634-91caa18c8e17", "Q3", "THE CHARLES GROUP, LLC", 53458, "ASSOCIATION OF MATURE AMERICAN CITIZENS, INC.", 2017, "third_quarter", "RET", "Creation of Social Security IRA and other Social Security reforms", "Executive Office of the President (EOP),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,SENATE", 20000, null, 0, 0, "2017-10-13T13:41:18.950000-04:00"], [2023712, "888f3b92-6b46-4f0f-8ade-0873f337a945", "Q3", "TREA SENIOR CITIZENS LEAGUE", 38426, "TREA SENIOR CITIZENS LEAGUE", 2017, "third_quarter", "RET", "Social Security Notch Reform: H.R. 867, Social Security Trust Fund Protection: H.R. 1113, Social Security Reform: H.R. 1114 and S. 427 and H.R. 1205 and S. 915 and H.R. 1583 and H.R. 1631 and H.R. 1902 and H.R. 2855 and H.R. 3302 and S. 1600, Social Security Consumer Price Index for the Elderly: H.R. 67 and H.R. 991 and H.R. 1251 and H.R. 2016 and H.R. 2896, Prevention of Fraud, Waste, and Abuse: H.R. 624.", "HOUSE OF REPRESENTATIVES,SENATE", null, null, 0, 0, "2017-10-13T14:32:44.657000-04:00"], [2023821, "3bea13f4-42ae-429d-82e9-bf6036d9fc97", "Q3", "SIFF & ASSOCIATES PLLC", 400665998, "CENTER FOR CAPITAL MARKETS COMPETITIVENESS, U.S. CHAMBER OF COMMERCE", 2017, "third_quarter", "RET", "\"Definition of the Term 'Fiduciary'; Conflict of Interest Rule-Retirement Investment Advice\" final rule; RIN 1210-AB32; 81 FR 20945 (April 8, 2016).  Proposed rule to extend the transition period and delay the applicability dates of the \"Definition of the Term 'Fiduciary'; Conflict of Interest Rule-Retirement Investment Advice\" final rule and related Prohibited Transaction Exemptions; 82 Fed. Reg 41365 (August 31, 2017).  U.S. Department of Labor Interpretive Bulletin 2016-1 relating to the exercise of shareholder rights and written statements of investment policy, published Dec. 29, 2016; seeking to ensure any changes to Interpretive Bulletin 2015-1 relating to fiduciary standards under ERISA in considering  economically targeted investments, published Oct. 26, 2015, do not needlessly curtail pension fund investments in infrastructure development that are otherwise prudent investments for a plan to make.", "HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Transportation, Dept of (DOT)", 40000, null, 0, 0, "2017-10-13T15:29:43.640000-04:00"], [2023826, "69636716-473c-4e78-a096-d824dce08358", "Q3", "SIFF & ASSOCIATES PLLC", 400665998, "FMR LLC", 2017, "third_quarter", "RET", "Proposed rule to extend the transition period and delay the applicability dates of the \"Definition of the Term 'Fiduciary'; Conflict of Interest Rule-Retirement Investment Advice\" final rule and related Prohibited Transaction Exemptions; 82 Fed. Reg 41365 (August 31, 2017).  \"Definition of the Term 'Fiduciary'; Conflict of Interest Rule-Retirement Investment Advice\" final rule; RIN 1210-AB32; 81 FR 20945 (April 8, 2016).", "HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Transportation, Dept of (DOT)", 30000, null, 0, 0, "2017-10-13T15:33:46.327000-04:00"], [2023930, "168d4adf-7a17-41db-b222-55671c8de8bc", "Q3", "ALBERTINE ENTERPRISES, INC.", 795, "LAW OFFICE OF BART S. FISHER FOR POSTALIS BRAZIL", 2017, "third_quarter", "RET", "Pension issues relating to his client Postals, Postal Workers of Brazil", "HOUSE OF REPRESENTATIVES,SENATE", null, null, 0, 0, "2017-10-13T16:58:04.937000-04:00"], [2024001, "daaa790f-4970-4f38-9390-f24e842429ed", "Q3", "RNL CONSULTING LLC", 401104173, "GENWORTH FINANCIAL", 2017, "third_quarter", "RET", "On draft tax reform proposals in the House and Senate (no bill numbers yet): tax code support for individual retirement security; potential tax incentives for purchase of retirement savings and insurance products; discussions of structuring tax code to permit pre-tax or post-tax contributions to qualified savings vehicles; tax treatment of insurance companies with respect to reserving for future claims payments. All issues and legislation relevant to long term care, long term care insurance, impact of long term care financing on Medicaid, and caregiving support.", "HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of,White House Office", 25000, null, 0, 0, "2017-10-14T10:11:02.767000-04:00"], [2024654, "34325f78-8bc7-481b-ab3d-4cf503c01eaa", "Q3", "SHEET METAL & AIR CONDITIONING CONTRACTORS NAT'L ASSN", 35068, "SHEET METAL & AIR CONDITIONING CONTRACTORS NAT'L ASSN", 2017, "third_quarter", "RET", "Support Davis-Bacon - Oppose amendment to S. Con. Res. 3, The Fiscal Year 2017 Budget Resolution\n\nEncourage Vice President-Elect Pence to support Project Labor Agreements (PLA) in federal construction projects where appropriate by sustaining Executive Order 13502\n\nSupport Davis-Bacon - Oppose The Transportation Investment Recalibration to Equality (TIRE) Act\n\nOppose \"Fair and Open Contracting Act of 2017\" - S. 622, H.R. 1552", "HOUSE OF REPRESENTATIVES,SENATE", null, null, 0, 0, "2017-10-16T11:45:49.647000-04:00"], [2024735, "95297d75-e342-4677-a4f1-1104fd7f64c7", "Q3", "OWENS-ILLINOIS, INC", 49646, "OWENS-ILLINOIS INC", 2017, "third_quarter", "RET", "Pension and retirement issues; PBGC Premiums.", "Commerce, Dept of (DOC),Environmental Protection Agency (EPA),HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of,U.S. Trade Representative (USTR)", null, 210000, 0, 0, "2017-10-16T12:02:24.460000-04:00"], [2024778, "31c97160-36da-429c-a612-18d4af348f51", "Q3", "NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE", 27467, "NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE", 2017, "third_quarter", "RET", "Social Security Trust Fund Reallocation. H. Res. 5. Adopting rules for the 115th Congress: Provision creating a point of order to legislation reallocating funds from the Social Security Old Age and Survivors Insurance (OASI) Trust Fund to the Disability Insurance Trust Fund.\n\nCost of Living Adjustment Relief. H.R. 1251, CPI-E Act of 2017; H.R. 1902, Social Security 2100 Act; H.R. 2855, Social Security for Future Generations Act of 2017; H.R. 2896, the Fair COLA for Seniors Act of 2017:  Proposals to adopt the Consumer Price Index for the Elderly (CPI-E) for the purpose of determining cost-of-living adjustments (COLAs) for Social Security beneficiaries.\n\nSocial Security Expansion. H.R. 1902, Social Security 2100 Act; H.R. 1114/S. 427, Social Security Expansion Act; H.R. 2855, Social Security for Future Generations Act of 2017:  Proposals to improve benefits and to strengthen Social Security's financing by altering the payroll tax cap, among other changes.\n\nCaregiver Social Security Credits. (No bill.)  Proposals to provide Social Security wage credits for individuals who reduce their participation in the workforce or leave the workforce to provide care to specified family members and relatives.\n\nSocial Security Commission.  H.R. 3423, Social Security Commission Act:  Proposal to require a commission to make recommendations for achieving solvency of the Social Security trust funds for 75 years.\n\nSocial Security Reform.  (No bill.)  Proposals to achieve solvency of the Social Security trust fund by cutting benefits.\n\nSupplemental Security Income (SSI).  H.R. 3307, Supplemental Security Income Restoration Act:  Proposal to update provisions in the SSI program to reflect inflation since 1972 and to increase the asset limit to $10,000 for an individual and $15,000 for a couple.\n\nGovernment Pension Offset and Windfall Elimination Provision. H.R. 1205, Social Security Fairness Act of 2017:  Proposals to repeal the Government Pension Offset and Windfall Elimination Provision.\n\nAccess to Social Security Administration Online Services. (No bill.)  Pertaining to SSAs administrative decision to require individuals who have \"mySocialSecurity\" accounts to receive a code on a cell phone capable of receiving a text message in order to be able to log into their account.\n\nSocial Security Benefit Statement. (No bill.)  Efforts to have the Social Security Administration resume annual distribution of benefit statements to eligible individuals.\n\nProtecting Seniors from Garnishment.  S. 959, the Protection of Social Security Benefits Restoration Act:  Proposals to protect Social Security beneficiaries from having their Social Security benefits garnished to recover unpaid student loans.\n\nDepartment of Labor (DOL) Retirement Advisor Fiduciary Rule.  H.R. 355, Protecting American Families Retirement Advice Act:  Provisions delaying for two years the effective date of the Department of Labor rule published on April 8, 2016, relating to the definition of the term \"fiduciary\" and the conflict of interest rule with respect to retirement investment advice.\n\nDisability Adjudication.  (No bill).  Comments on regulatory proposals to alter the rules regarding the evaluation of medical evidence for the purpose of adjudicating claims for both Social Security and Supplemental Security Income disability benefits.\n\nProhibit Payment of Social Security and Supplemental Security Insurance Benefits.  H.R. 2792, the Control Unlawful Fugitive Felons Act of 2017:  Proposal to bar payment of benefits for seniors with outstanding warrants for their arrest.", "Administration on Aging,Centers For Medicare and Medicaid Services (CMS),Executive Office of the President (EOP),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),Labor, Dept of (DOL),Natl Economic Council (NEC),Office of Management & Budget (OMB),President of the U.S.,SENATE,Social Security Administration (SSA),Treasury, Dept of,Vice President of the U.S.", null, 220000, 0, 0, "2017-10-16T12:13:40.837000-04:00"], [2024809, "b8f7a496-adef-47f4-b7fb-a26e319474fb", "Q3", "WILLIAMS AND JENSEN, PLLC", 41454, "TD AMERITRADE", 2017, "third_quarter", "RET", "Department of Labor Fiduciary proposal.", "HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE", 50000, null, 0, 0, "2017-10-16T12:38:04.963000-04:00"], [2024873, "11e5704d-265b-44ef-bbf2-d83ff6617bca", "Q3", "PAYCHEX, INC.", 401104380, "PAYCHEX, INC.", 2017, "third_quarter", "RET", "Protecting favorable tax treatment for retirement benefits\nSupport policies that encourage retirement savings along with student loan repayment", "HOUSE OF REPRESENTATIVES,SENATE,Small Business Administration (SBA),White House Office", null, 10000, 0, 0, "2017-10-16T13:15:50.047000-04:00"], [2024982, "39ea5727-2205-4607-9886-1e66b9f01c6e", "Q3", "UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA", 39063, "UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA", 2017, "third_quarter", "RET", "General discussion relating to the need for the creation of \"composite plans\" for Defined Benefit Pensions and issues relating to pension reform generally.", "HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Transportation, Dept of (DOT)", null, 90000, 0, 0, "2017-10-16T13:46:01.033000-04:00"], [2025052, "31ed2a75-01c1-41c2-a43d-aa956865e794", "Q3", "HANCE SCARBOROUGH", 17443, "ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS", 2017, "third_quarter", "RET", "Issues related to social security benefits for public educators.", "HOUSE OF REPRESENTATIVES,SENATE", 20000, null, 0, 0, "2017-10-16T14:03:42.083000-04:00"], [2025141, "2e8025d4-2878-453f-b626-42e28d423866", "Q3", "MERCURY PUBLIC AFFAIRS, LLC", 70175, "PRIMERICA, INC.", 2017, "third_quarter", "RET", "Department of Labor final rule to change the definition of fiduciary under the Employee Retirement Income Security Act - Conflict of Interest Rule (RIN 1210-AB32); H.R. 1090, the Retail Investor Protection Act, provisions relating to the Department of Labor coordinating retail customer standards of conduct with the Securities and Exchange Commission to minimize regulatory conflicts; H.R. 4293, the Affordable Retirement Advice Protection Act; H.R. 4294, the Strengthening Access to Valuable Education and Retirement Support Act.", "HOUSE OF REPRESENTATIVES,Office of Management & Budget (OMB),SENATE", 30000, null, 0, 0, "2017-10-16T14:13:38.560000-04:00"], [2025297, "d30495b0-1b68-43d7-8273-bc63b8997b60", "Q3", "NATIONAL AIR TRAFFIC CONTROLLERS ASSOCIATION", 26477, "NATIONAL AIR TRAFFIC CONTROLLERS ASSOCIATION", 2017, "third_quarter", "RET", "Air Traffic Control retirement issue eligibility. Controller staffing, COLA, Thrift Savings Plan, federal pensions. CIP, FERS/CSRS. Sequestration. Federal Employee Tax. FEHBP. Impact of government shutdown. Merit Systems Protection Board. HR 1364 - Official Time Reform Act. H.Con.Res.71 - FY 18 House Budget Resolution - Annuity Supplement.", "Federal Aviation Administration (FAA),HOUSE OF REPRESENTATIVES,SENATE,Transportation, Dept of (DOT),White House Office", null, 223000, 0, 0, "2017-10-16T14:35:24.957000-04:00"], [2025605, "1bab58ec-736c-41ed-846c-38e43b329405", "Q3", "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", 2017, "third_quarter", "RET", "401 (k) Disclosure:  Track Department of Labor rulemaking regarding 401 (k)fee disclosure.  Argue against possible changes to the tax treatment of life insurance products.", "Commodity Futures Trading Commission (CFTC),HOUSE OF REPRESENTATIVES,Risk Management Agency,Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of", null, 530000, 0, 0, "2017-10-16T15:19:19.087000-04:00"], [2025703, "6b398f82-f5d5-486d-a98c-a8b58d398e1d", "Q3", "WINNING STRATEGIES WASHINGTON", 50796, "NATIONAL TROOPERS COALITION", 2017, "third_quarter", "RET", "Social Security Fairness Act (H.R. 1205) Social Security Fairness Act of 2017 (S.915)", "HOUSE OF REPRESENTATIVES,SENATE", 10000, null, 0, 0, "2017-10-16T15:40:08.480000-04:00"], [2025713, "85c6f379-4189-4766-a40b-a8252ebca34c", "Q3", "NATIONAL FEDERATION OF THE BLIND", 401103561, "NATIONAL FEDERATION OF THE BLIND", 2017, "third_quarter", "RET", "To increase employment of blind people by removing disincentives to work in current Social Security law.", "Architectural & Transportation Barriers Compliance Board,Defense, Dept of (DOD),Education, Dept of,HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Office of Management & Budget (OMB),SENATE,State, Dept of (DOS),Transportation, Dept of (DOT)", null, 20000, 0, 0, "2017-10-16T15:40:11.010000-04:00"], [2025753, "f46ad572-127e-4d76-b18d-96efced66000", "Q3", "WINNING STRATEGIES WASHINGTON", 50796, "NEW JERSEY STATE FUNERAL DIRECTORS ASSOCIATION", 2017, "third_quarter", "RET", "Pension and Benefit Legislation", "HOUSE OF REPRESENTATIVES,SENATE", 10000, null, 0, 0, "2017-10-16T15:56:40.357000-04:00"], [2025770, "a38c65d9-6917-4aa1-be44-485280b82064", "Q3", "WINNING STRATEGIES WASHINGTON", 50796, "PRUDENTIAL", 2017, "third_quarter", "RET", "Retirement.", "HOUSE OF REPRESENTATIVES,SENATE", 20000, null, 0, 0, "2017-10-16T16:01:49.387000-04:00"], [2025786, "443326dd-48d5-43fb-aa46-b19790459430", "Q3", "PAUL V. BEDDOE GOVERNMENT AFFAIRS, LLC", 401104606, "NATIONAL ASSOCIATION OF GOVERNMENT DEFINED CONTRIBUTION ADMINISTRATORS, INC.", 2017, "third_quarter", "RET", "1. Roth legislation\n2. National Retirement Security Week\n3. Consolidation of defined contribution plans", "SENATE", 20000, null, 0, 0, "2017-10-16T16:03:58.577000-04:00"], [2025991, "58410890-6822-48f2-a4c4-b0fd76645d4b", "Q3", "ALLIANCE FOR RETIRED AMERICANS", 67238, "ALLIANCE FOR RETIRED AMERICANS", 2017, "third_quarter", "RET", "1. Proposals to change the Social Security annual Cost of Living Adjustment formula\n2. Proposals to raise the Social Security normal retirement age\n3. Proposals to \"means test\" Social Security benefits \n4. Beneficiary information available through Social Security Administration field offices\n5. Status of the Social Security Disability Insurance Trust Fund\n6. Closing of Social Security Administration field offices\n7. H.R. 1251,CPI-E Act of 2017, entire bill\n8. H.R. 1637, Save Social Security Act of 2017, entire bill\n9. Implementation of the Multiemployer Pension Reform Act of 2014\n10. S. 427, Social Security Expansion Act, entire bill\n11. H.R. 1114, Social Security Expansion Act, entire bill\n12. Department of Labor Conflict of Interest/Fiduciary Duty Rule, issues regarding implementation and proposals to delay the rule \n13. S. 1255, Social Security Caregiver Credit Act of 2017, entire bill\n14. H.R. 2896, Fair COLA for Seniors Act of 2017, entire bill", "Centers For Medicare and Medicaid Services (CMS),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),President of the U.S.,SENATE", null, 60000, 0, 0, "2017-10-16T17:10:40.457000-04:00"], [2026037, "59571676-2b95-45be-8765-2c872dca31fb", "Q3", "MCGUIREWOODS CONSULTING (A SUBSIDIARY OF MCGUIREWOODS LLP)", 24486, "ALTRIA CLIENT SERVICES", 2017, "third_quarter", "RET", "Issues related to taxation of insurance companies, insurance products and retirement accounts", "HOUSE OF REPRESENTATIVES,SENATE", 60000, null, 0, 0, "2017-10-16T17:56:10.837000-04:00"], [2026039, "05e73e84-a64c-45ee-a144-d0f06ae8fdc7", "Q3", "MCGUIREWOODS CONSULTING (A SUBSIDIARY OF MCGUIREWOODS LLP)", 24486, "STUDENT DEBT REDUCTION COALITION", 2017, "third_quarter", "RET", "Pursuit of public policy to promote the reduction of student debt, overall financial wellness, and retirement savings", "HOUSE OF REPRESENTATIVES,SENATE", null, null, 0, 0, "2017-10-16T17:57:12.103000-04:00"], [2026141, "fedaf3b9-4823-40e9-9d72-1596963ede78", "Q3", "JIM GOULD STRATEGIES LLC", 401104567, "CAPITOL COUNSEL LLC ON BEHALF OF STATE FUND CONG. ACTION GROIUP", 2017, "third_quarter", "RET", "Monitor possible legislation on social security disability for consideration of repeal of reverse offset benefitting some workers' comp coverage.", "HOUSE OF REPRESENTATIVES,SENATE", 20000, null, 0, 0, "2017-10-16T21:20:35.597000-04:00"], [2026332, "502a048e-d077-409a-87e6-3bd99d8d8240", "Q3", "WILLIAMS AND JENSEN, PLLC", 41454, "CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM", 2017, "third_quarter", "RET", "Legislation and regulations affecting public pension plan.", "HOUSE OF REPRESENTATIVES,SENATE", 50000, null, 0, 0, "2017-10-17T09:44:34.777000-04:00"], [2026877, "e7fadc9f-fe83-467c-be1a-18a88bd4b5e3", "Q3", "NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC.", 26980, "NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC.", 2017, "third_quarter", "RET", "Law Enforcement Officers Equity Act, Social Security Fairness Act, mandatory Social Security, protecting state and local public pensions", "Bureau of Justice Assistance,HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),Office of Justice Program,SENATE,White House Office", null, 40000, 0, 0, "2017-10-17T12:13:40.667000-04:00"], [2026936, "7224f6a8-a43a-40ae-8ba5-1438eee55008", "Q3", "CAPITOL HILL STRATEGIES,  LLC", 91774, "INVESTMENT COMPANY INSTITUTE", 2017, "third_quarter", "RET", "Legislation to enhance retirement plan options.", "HOUSE OF REPRESENTATIVES,SENATE", 40000, null, 0, 0, "2017-10-17T12:21:11.700000-04:00"], [2026945, "7bdb9bd5-bea7-40fb-a3fe-e4d6d8b6ec2e", "Q3", "CAPITOL HILL STRATEGIES,  LLC", 91774, "FMR LLC", 2017, "third_quarter", "RET", "Issues related to finalized Department of Labor regulations on investment advice (Fiduciary Rule)", "HOUSE OF REPRESENTATIVES,SENATE", 40000, null, 0, 0, "2017-10-17T12:22:17.793000-04:00"], [2026973, "232a5868-8f96-46b7-b9de-bdf1c1dab728", "Q3", "CAPITOL HILL STRATEGIES,  LLC", 91774, "PRINCIPAL FINANCIAL GROUP", 2017, "third_quarter", "RET", "Issues related to proposed Department of Labor regulations on investment advice (Fiduciary Rule)", "HOUSE OF REPRESENTATIVES,SENATE", 30000, null, 0, 0, "2017-10-17T12:27:35.873000-04:00"], [2026995, "d3c9aeb3-845e-4514-87de-1823a3d20dcc", "Q3", "CAPITOL HILL STRATEGIES,  LLC", 91774, "PRUDENTIAL FINANCIAL INC", 2017, "third_quarter", "RET", "Legislation to enhance retirement plan options.", "HOUSE OF REPRESENTATIVES,SENATE", 50000, null, 0, 0, "2017-10-17T12:30:47.170000-04:00"], [2027060, "275dd2b9-2591-4d30-bd6a-ffca885087b9", "Q3", "BANK POLICY INSTITUTE", 5290, "BANK POLICY INSTITUTE", 2017, "third_quarter", "RET", "Issues related to:  H.J.Res.66, H.J.Res 67, S.J.Res, 32, S.J.Res 33, \"Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees\"; Congressional Review Act's review of state and muni-run retirement plans; and Department of Labor (DoL) Fiduciary Rule; H.R. 2121, Pension, Endowment, and Mutual Fund Access to Banking Act; H.R. 3857, Protecting Advice for Small Savers (PASS) Act of 2017", "Consumer Financial Protection Bureau (CFPB),Federal Emergency Management Agency (FEMA),Federal Housing Finance Agency (FHFA),Federal Reserve System,HOUSE OF REPRESENTATIVES,Housing & Urban Development, Dept of (HUD),Labor, Dept of (DOL),Natl Economic Council (NEC),Office of Management & Budget (OMB),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of,White House Office", null, 780000, 0, 0, "2017-10-17T12:57:27.237000-04:00"], [2027070, "45342090-11d5-47f8-9088-797386f70492", "Q3", "K&L GATES, LLP", 32098, "EDELMAN FINANCIAL ENGINES F/K/A FINANCIAL ENGINES", 2017, "third_quarter", "RET", "Policy issues relating to investment advice and retirement security.\nRegulatory issues regarding fiduciary duties and retirement security.", "HOUSE OF REPRESENTATIVES,SENATE", 20000, null, 0, 0, "2017-10-17T12:59:36.860000-04:00"], [2027136, "c609e962-788e-4a10-8faa-31f630cbee66", "Q3", "K&L GATES, LLP", 32098, "CHARLES SCHWAB & CO., INC.", 2017, "third_quarter", "RET", "H.R. 10, Financial CHOICE Act of 2017, entire bill. \nIssues related to the Securities and Exchange Commission's request for public comment on a fiduciary duty rule.\nRegulatory issues regarding fiduciary duties pertaining to investment and retirement security.", null, 20000, null, 0, 0, "2017-10-17T13:20:24.833000-04:00"], [2027264, "e4a3e943-d8e0-4edc-89db-f2b1693bb90a", "Q3", "AK STEEL HOLDING CORPORATION", 400326536, "AK STEEL HOLDING CORPORATION", 2017, "third_quarter", "RET", "Pension and Budget Integrity Act of 20170-S.270/H.R.71", "Army, Dept of (Corps of Engineers),Commerce, Dept of (DOC),Defense Logistics Agency,HOUSE OF REPRESENTATIVES,SENATE,U.S. Trade Representative (USTR)", null, 332000, 0, 0, "2017-10-17T13:44:35.070000-04:00"], [2027629, "8ac3651d-13a8-4b55-932f-40888402a77a", "Q3", "HARBINGER STRATEGIES, LLC", 401103523, "PRINCIPAL FINANCIAL GROUP", 2017, "third_quarter", "RET", "Tax Reform, Retirement Policy, Financial Services", "HOUSE OF REPRESENTATIVES,SENATE", 30000, null, 0, 0, "2017-10-17T15:09:14.500000-04:00"], [2027707, "8ee56625-78e5-4b90-b4de-0a2a58a125b6", "Q3", "THE CHARLES SCHWAB CORPORATION", 34637, "CHARLES SCHWAB CORPORATION", 2017, "third_quarter", "RET", "Department of Labor Final Rule on the Definition of the Term Fiduciary and Conflicts of Interest - Retirement Investment Advice (RIN 1210-AB32) and its related Proposed Best Interest Contract Exemption, Proposed Class Exemption for Principal Transactions.  Legislative proposals related to these rules.  Impact of potential tax reform on retirement savings.", "HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of", null, 720000, 0, 0, "2017-10-17T15:21:04.067000-04:00"], [2027807, "7612088d-4365-4333-9df2-960d5340cea2", "Q3", "INTERNATIONAL ASSOCIATION OF MACHINISTS AND AEROSPACE WORKERS", 19775, "INTERNATIONAL ASSOCIATION OF MACHINISTS AND AEROSPACE WORKERS", 2017, "third_quarter", "RET", "Oppose Composite Pension Plan (No Bill Number)\nSupport Keep Our Pension Promises Act H.R. 2412 & S. 1076\nOppose PASS Act of 2017  H.R. 3857", "HOUSE OF REPRESENTATIVES,SENATE", null, 560000, 0, 0, "2017-10-17T15:43:08.223000-04:00"], [2027934, "969b839c-6b8b-41fc-8301-29e01555bd20", "Q3", "CASSIDY & ASSOCIATES, INC.", 8453, "SOCIETY OF ACTUARIES", 2017, "third_quarter", "RET", "General legislative issues related to actuarial profession", "HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of", 20000, null, 0, 0, "2017-10-17T15:58:15.977000-04:00"], [2028044, "e7e90162-69a7-4472-a5f2-755c390b3731", "Q3", "HOGAN LOVELLS US LLP", 18422, "CALIFORNIA STATE TEACHERS' RETIREMENT SYSTEM", 2017, "third_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", 50000, null, 0, 0, "2017-10-17T16:19:23.057000-04:00"], [2028936, "82ece483-05fb-4afa-9f1d-e5699e66b55e", "Q3", "PUBLIC SPHERE, INC.", 401104153, "BOSTON ASSET MANAGEMENT ASSOCIATION, INC.", 2017, "third_quarter", "RET", "General overview for members and staff.", "HOUSE OF REPRESENTATIVES,SENATE", 50000, null, 0, 0, "2017-10-18T10:30:10.770000-04:00"], [2029046, "118cdc56-2ca8-47dc-a5f8-132cd4aadb39", "Q3", "PUBLIC SPHERE, INC.", 401104153, "GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY", 2017, "third_quarter", "RET", "General company overview for members and staff; retirement policy; financial services; pension reform.", "HOUSE OF REPRESENTATIVES,SENATE", 20000, null, 0, 0, "2017-10-18T10:44:19.957000-04:00"], [2029074, "a28ab3fd-5924-4b77-92c7-59a3ad51bd02", "Q3", "PUBLIC SPHERE, INC.", 401104153, "LPL FINANCIAL, LLC", 2017, "third_quarter", "RET", "General company overview for members and staff.", "HOUSE OF REPRESENTATIVES,SENATE", 30000, null, 0, 0, "2017-10-18T10:46:32.927000-04:00"], [2029118, "8210ca2a-da25-4836-8eb5-f4fd9fdb6717", "Q3", "PUBLIC SPHERE, INC.", 401104153, "PUTNAM INVESTMENTS", 2017, "third_quarter", "RET", "General company overview for members and staff; retirement policy; tax reform; pension reform", "HOUSE OF REPRESENTATIVES,SENATE", 30000, null, 0, 0, "2017-10-18T10:50:55.913000-04:00"], [2029834, "a5e7956c-87f5-4ff0-a12c-784355184b7b", "Q3", "WILLIAMS AND JENSEN, PLLC", 41454, "AMERICAN EQUITY INVESTMENT LIFE HOLDING COMPANY", 2017, "third_quarter", "RET", "Benefit distributions in the form of annuities.  Fiduciary Rule.", "HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of", 90000, null, 0, 0, "2017-10-18T13:38:04.460000-04:00"], [2029936, "e00635cf-7bbf-418b-9dcd-168fe7f24ff5", "Q3", "LAND O'LAKES, INC.", 22110, "LAND O'LAKES INC", 2017, "third_quarter", "RET", "Provisions in the Multiemployer Pension Reform Act of 2014 (MPRA) included in H.R. 83, the Consolidated and Further Continuing Appropriations Act, 2015 (Pub. Law 113-235); additional proposals to modernize multiemployer plans; and final guidance related to MPRA", "Agriculture, Dept of (USDA),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of,U.S. Agency for International Development (USAID)", null, 210000, 0, 0, "2017-10-18T13:59:03.463000-04:00"], [2030205, "60e3d278-cac3-4a33-8a99-b3cfca5ff4a5", "Q3", "LOCKRIDGE, GRINDAL, NAUEN, PLLP", 23053, "HEALTHWORKS", 2017, "third_quarter", "RET", "Affordable Care Act (PL 111-148) Implementation", "HOUSE OF REPRESENTATIVES,SENATE", 10000, null, 0, 0, "2017-10-18T14:43:28.373000-04:00"], [2030236, "e0a0778c-4ca7-492d-a0c5-359156dc0190", "Q3", "NATIONWIDE MUTUAL INSURANCE COMPANY", 26411, "NATIONWIDE MUTUAL INSURANCE COMPANY", 2017, "third_quarter", "RET", "Congressional activity surrounding the Department of Labor's proposed regulation to redefine \"fiduciary\" (not yet in legislative form)\n\nDepartment of Labor's Conflict of Interest Rule - to update the definition of fiduciary under the Employee Retirement Income Security Act of 1974 -(maybe full name needed now)\n\nSenator Warren Letter on Annuities-Responding to request for information on incentives for annuity sales", "Federal Deposit Insurance Corporation (FDIC),Federal Emergency Management Agency (FEMA),Federal Reserve System,Health & Human Services, Dept of (HHS),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Transportation, Dept of (DOT),Treasury, Dept of,U.S. Copyright Office,U.S. Postal Service (USPS)", null, 760000, 0, 0, "2017-10-18T14:46:44.907000-04:00"], [2030341, "f1512853-feb4-4d62-a158-86a292f61910", "Q3", "CAPITOL COUNSEL LLC", 313715, "SECURE OUR SAVINGS, INC.", 2017, "third_quarter", "RET", "Advice and advocacy related to tax reform's impact on the retirement plan savings incentives.", "HOUSE OF REPRESENTATIVES,SENATE", 60000, null, 0, 0, "2017-10-18T14:54:49.187000-04:00"], [2030676, "33efb5fa-da22-4b75-b533-a81776c8523c", "Q3", "INSURED RETIREMENT INSTITUTE", 285494, "INSURED RETIREMENT INSTITUTE", 2017, "third_quarter", "RET", "Legislation and rulemaking affecting annuities, variable life products and retirement savings including Trump Administration and Congressional proposals on tax reform. \n\nA bill to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents (H.R. 2055, S.868). \n\nProposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. \n\nProposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. \n\nDepartment of Labor rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. \n\nSecurities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. \n\nAutomatic IRA Act of 2015 (114th Cong., H.R. 506), legislation that Amends the Internal Revenue Code to: (1) require certain employers who do not maintain qualified retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement (automatic IRA arrangement) which grants such employees the right to opt-out of participation. \n\nRetirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. \n\nRetirement Security Act of 2015 (H.R. 557, S.266), expand the ability of Americans to better save for their retirement and would encourage the use of private multiple employer plans.\n\nDepartment of Labor rules for states to create retirement savings programs. \n\nThe Retail Investor Protection Act (H.R. 1090, S.2497), DOL fiduciary rulemaking.\n\nThe Retirement Choice Protection Act (H.R. 3922), DOL fiduciary rulemaking.\n\nThe SAVERS Act (H.R. 4294, S.2505), DOL fiduciary rulemaking. \n\nThe SAVE Act (H.R. 4067), improve existing SIMPLE IRA and SIMPLE 401(k) retirement plans to make it easier for small businesses to offer savings plans to their employees.\n\nWomens Pension Protection Act (S.2110), strengthen consumer protections to safeguard retirement savings, improve access to retirement savings plans for long-term, part-time workers - the majority of whom are women - and help increase womens financial literacy. \n\nThe Senior Safe Act of 2017 (H.R. 3758, S.223), clarify existing laws to allow and encourage financial service representatives at banks and credit unions, investment advisors, and broker-dealers to report suspected financial fraud targeting seniors to regulators, law enforcement, or adult protective service agencies.\n\nThe Receiving Electronic Statements to Improve Retiree Earnings Act (H.R. 2656), amends ERISA of 1974 and IRC of 1986 to provide for electronic delivery of pension plan information. \n\nThe Retirement Savings Lost and Found Act of 2016 (S.3078), to increase the portability of and access to retirement savings.\n\nFinancial CHOICE Act of 2017 (H.R. 10).\n\nSecure, Accessible, Valuable, Efficient Universal Pension Accounts (SAVE UPs) Act.\n\nRetirement Enhancement and Savings Act of 2016 (S.3471).\n\nSen. Wyden Discussion Draft on Retirement Savings and IRAs.\n\nAffordable Retirement Advice for Savers Act (H.R. 2823).\n\nAffordable Retirement Advice Protection Act (S. 1321).\n\nThe PROSPERS Act (S.1035/H.R. 2523).\n\nLifetime Income Disclosure Act (LIDA) (H.R. 2055/S. 868).\n\nSavings Enhancement by Alleviating Leakage in 401(k) Savings Act (H.R. 2030).\n\nThe Protecting Advice for Small Savers (PASS) Act of 2017 (H.R. 3857).\n\nThe Make America Secure and Prosperous Appropriations Act (H.R. 3354).\n\nThe FY 2018 Labor, Health and Human Services, and Education (LHHS) funding bill (H.R. 3358).\n  \nThe FY 2018 House Budget Resolution (H.R. Con. Res. 71).\n \nThe FY 2018 Senate Budget Resolution.", "HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of", null, 140000, 0, 0, "2017-10-18T15:50:31.787000-04:00"], [2030689, "b7159cca-fc9b-428f-a9f8-352de1b3732f", "Q3", "UNITED MINE WORKERS OF AMERICA", 39187, "UNITED MINE WORKERS OF AMERICA", 2017, "third_quarter", "RET", "S. 1911/HR 3913 The American Miners Pension Act of 2017\nS. 1105/HR 1473 The Miners Pension Protection  Act\nHR 1628 American Health Care Act (AHCA) or Better Care Reconciliation Act of 2017 (BCRA)", "Energy, Dept of,Environmental Protection Agency (EPA),Federal Energy Regulatory Commission (FERC),HOUSE OF REPRESENTATIVES,Office of Management & Budget (OMB),SENATE", null, 181394, 0, 0, "2017-10-18T15:52:39.037000-04:00"], [2030786, "826f5b19-8ab1-449e-88a2-af881cd64756", "Q3", "DEAN FOODS COMPANY", 58396, "DEAN FOODS COMPANY", 2017, "third_quarter", "RET", "Provisions in the Multiemployer Pension Reform Act of 2014 included in HR 83, the Consolidated and Further Continuing Appropriations Act, 2015; additional proposals to modernize multiemployer plans; and regulations related to MPRA", "HOUSE OF REPRESENTATIVES,SENATE", null, 200000, 0, 0, "2017-10-18T16:04:24.117000-04:00"], [2030814, "44065d12-1cbf-42a5-aecc-1d07ed5f8fd5", "Q3", "O'ROURKE & NAPPI, LLP", 401103400, "UNITED STATES CHAMBER OF COMMERCE/CENTER FOR CAPITAL MARKETS COMPETITIVENESS", 2017, "third_quarter", "RET", "H.J.Res.66 - Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees.  H.J.Res.67 - Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees.", "HOUSE OF REPRESENTATIVES,SENATE", 50000, null, 0, 0, "2017-10-18T16:08:35.447000-04:00"], [2030861, "9f0dd243-2447-4413-931e-c7fa0c277a66", "Q3", "AMERICAN ACADEMY OF ACTUARIES", 1318, "AMERICAN ACADEMY OF ACTUARIES", 2017, "third_quarter", "RET", "Hill visits on multiemployer plans.", "HOUSE OF REPRESENTATIVES,SENATE", null, 26000, 0, 0, "2017-10-18T16:16:05.477000-04:00"], [2030865, "ca11f3c3-41ba-40e8-b642-1a31e51c5c5c", "Q3", "O'ROURKE & NAPPI, LLP", 401103400, "BRIGHTHOUSE SERVICES, LLC", 2017, "third_quarter", "RET", "The Department of Labor Rule regarding the Definition of the term Fiduciary in ERISA, the amendment of PTE 84-24 and the Best Interest Contract Exemption.", "HOUSE OF REPRESENTATIVES,SENATE", 70000, null, 0, 0, "2017-10-18T16:16:06.947000-04:00"], [2030874, "3c830371-292e-4d46-bdfc-829442b8204b", "Q3", "NATIONAL ORGANIZATION OF SOCIAL SECURITY CLAIMANTS' REPRESENTATIVES", 28253, "NATIONAL ORGANIZATION OF SOCIAL SECURITY CLAIMANTS' REPRESENTATIVES", 2017, "third_quarter", "RET", "Social Security Issues\n\nBetter Care Reconciliation Act of 2017 - oppose bill\nAmerican Health Care Act of 2017 (HR 1628) - oppose bill\nGraham-Cassidy-Heller-Johnson health Care Reform proposal - oppose proposal\nControl Unlawful Fugitive Felons (CUFF) Act of 2017 (H.R. 2792) - oppose bill", "HOUSE OF REPRESENTATIVES,SENATE,Social Security Administration (SSA)", null, 80000, 0, 0, "2017-10-18T16:17:11.713000-04:00"], [2030902, "3cf40ebe-d94f-4e1d-bdc2-ffe1123734ee", "Q3", "UPS (UNITED PARCEL SERVICE)", 39223, "UPS (UNITED PARCEL SERVICE)", 2017, "third_quarter", "RET", "- MEPPRA Funding - advocate for multi-employer pension reform.", "Commerce, Dept of (DOC),Defense, Dept of (DOD),Food & Drug Administration (FDA),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE,State, Dept of (DOS),Transportation, Dept of (DOT),Transportation Security Administration (TSA),Treasury, Dept of,U.S. Customs & Border Protection,U.S. Trade Representative (USTR),White House Office", null, 1384181, 0, 0, "2017-10-18T16:22:26.480000-04:00"], [2031065, "06ba0cf5-f3c0-4c25-9df4-3473a3c12677", "Q3", "MUTUAL OF OMAHA", 26284, "MUTUAL OF OMAHA", 2017, "third_quarter", "RET", "1210-AB32 - Fiduciary Rule definition\nDefined Benefit plans - legislative changes\nDefined Contribution Plans - legislative changes\nS3471 - RESA - replace or repeal of state sponsored retirement plans\nRISE Act - treatment of student loans, elimination of ROTH conversion, minimum distribution rules\nS1321, HR 2823 Affordable Retirement Advice Protection Act, Affordable Advice for Savers Act - Fiduciary standard - liability under ERISA\nHR 3857 - PASS Act of 2017 - Fiduciary Rule\nHR 3596 - Rightsizing Pension Premiums Act of 2017 - PBGC premiums\nHR 2030 - SEAL Act - 401(k) loan balance treatment at termination\nHR 3499 - Automatic IRA Act of 2017 - Automatic IRA Program\nRetirement Plan Simplification Act of 2017 - age requirements, savers credit, automatic enrollment safe harbor", "HOUSE OF REPRESENTATIVES,SENATE", null, 245000, 0, 0, "2017-10-18T16:52:02.873000-04:00"], [2031138, "4c508de4-eec1-49f0-bd6d-2c8e91c742d5", "Q3", "NATIONAL ACTIVE AND RETIRED FEDERAL EMPLOYEES ASSOCIATION", 27081, "NATIONAL ACTIVE AND RETIRED FEDERAL EMPLOYEES ASSOCIATION", 2017, "third_quarter", "RET", "Support H.R. 1205/S. 915 the Social Security Fairness Act of 2017, which would repeal both the Government Pension Offset (GPO) and the Windfall Elimination Provision (WEP).\n\nSupport H.R. 1251, the CPI-E Act of 2017, which would require Social Security and many federal retirement programs, including federal civilian retirement annuities, to use the Consumer Price Index for the Elderly (CPI-E) to calculate cost-of-living adjustments for those retirement benefits.\n\nOppose H.R> 3200, the Taxpayer-Funded Pension Disclosure Act, which would make available through the Freedom of Information Act (FOIA) personal pension information of retired federal employees, including full name, last place of employment, monthly annuity amount, their most recent position and retirement date.", "HOUSE OF REPRESENTATIVES,Office of Personnel Management (OPM),SENATE,U.S. Postal Service (USPS)", null, 90000, 0, 0, "2017-10-18T17:02:39.920000-04:00"], [2031340, "c942868e-aa79-4f10-8b08-06acd0331d1e", "Q3", "UNIVERSITY OF IOWA", 49191, "UNIVERSITY OF IOWA", 2017, "third_quarter", "RET", "N/A", "Administration for Children & Families (ACF),Agriculture, Dept of (USDA),Centers For Medicare and Medicaid Services (CMS),Defense, Dept of (DOD),Education, Dept of,Energy, Dept of,Health & Human Services, Dept of (HHS),Health Resources & Services Administration (HRSA),HOUSE OF REPRESENTATIVES,Natl Institutes of Health (NIH),Office of Management & Budget (OMB),SENATE,State, Dept of (DOS),Transportation, Dept of (DOT)", null, 86662, 0, 0, "2017-10-18T17:58:54.163000-04:00"], [2031689, "f8927307-f230-4ddf-8e80-a06f84ed318b", "Q3", "CROSSROADS STRATEGIES, LLC", 400531586, "MORGAN STANLEY & CO LLC", 2017, "third_quarter", "RET", "Issues related to the Department of Labor's Fiduciary Rule.", "Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of", 50000, null, 0, 0, "2017-10-18T23:30:11.350000-04:00"], [2031765, "c9f331b8-64c8-46e3-9ad1-61759903316f", "Q3", "CROSSROADS STRATEGIES, LLC", 400531586, "PRUDENTIAL FINANCIAL, INC.", 2017, "third_quarter", "RET", "Legislation to enhance retirement plan options. \nIssues related to 420 Transfers. \nIssues related to the Department of Labor's Fiduciary Rule.", "HOUSE OF REPRESENTATIVES,SENATE", 30000, null, 0, 0, "2017-10-19T01:07:45.923000-04:00"], [2031831, "a1b7e6e1-5279-47fb-ba5a-73bb67dd37d8", "Q3", "NESTLE USA", 29037, "NESTLE USA", 2017, "third_quarter", "RET", "Provisions in the Multiemployer Pension Reform Act of 2014 (MPRA) included in H.R. 83, the Consolidated and Further Continuing Appropriations Act, 2015 (Pub. Law 113-235); additional proposals to modernize multiemployer plans; and regulations related to MPRA", "Agriculture, Dept of (USDA),Centers For Medicare and Medicaid Services (CMS),Food & Drug Administration (FDA),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of,U.S. Trade Representative (USTR)", null, 601000, 0, 0, "2017-10-19T08:53:24.210000-04:00"], [2031843, "8bb61229-29a2-41c1-9803-d7ff67e2b3ba", "Q3", "NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS", 26901, "NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS", 2017, "third_quarter", "RET", "Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 355, H.J.Res. 66, H.J.Res. 67, H.R.2055, S.868, S.J.Res.32, S.J.Res.33 and  H.R. 3857. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors inlcuding: H.R. 3653, H.R. 3910, H.R. 3499 and H.R. 3902.", "Centers For Medicare and Medicaid Services (CMS),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of", null, 565000, 0, 0, "2017-10-19T08:57:30.133000-04:00"], [2032063, "0ea52897-b5b7-450c-91e2-3e5b0ce0cdf6", "Q3", "DAVIS & HARMAN LLP", 11674, "LINCOLN NATIONAL CORPORATION", 2017, "third_quarter", "RET", "Comprehensive pension and retirement savings legislation.", "HOUSE OF REPRESENTATIVES,SENATE", 10000, null, 0, 0, "2017-10-19T09:43:17.640000-04:00"], [2032234, "9de0ad9d-d5a3-4161-9982-2b3a9ba6aa05", "Q3", "DYKEMA GOSSETT PLLC", 12915, "THE ERISA INDUSTRY COMMITTEE", 2017, "third_quarter", "RET", "PBGC 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