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lobbying_activities: 3250034

Individual lobbying activities reported in quarterly filings. Each row is one issue area for one client — includes the specific issues lobbied on, government entities contacted, and income/expense amounts.

Data license: Public Domain (U.S. Government data) · Data source: Federal Register API & Regulations.gov API

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id filing_uuid filing_type registrant_name registrant_id client_name filing_year filing_period issue_code specific_issues government_entities income_amount expense_amount is_no_activity is_termination received_date
3250034 cbac210c-1bb5-410b-b759-523a57c41df6 Q3 INSURED RETIREMENT INSTITUTE 285494 INSURED RETIREMENT INSTITUTE 2024 third_quarter RET Amends IRS Code to establish Auto Reenrollment Tax Credit (S.2512 - 118th Congress). DOL - EBSA - Implementation of the Consolidated Appropriations Act, 2023, Division T - SECURE 2.0 Act of 2022 (Public Law No: 117-328). DOL - EBSA - Request for Information - SECURE 2.0 Reporting and Disclosure (RIN 1210-AC23). DOL - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). DOL - Wage and Hour Division - Final Rule - Employee or Independent Contractor Classification Under the Fair Labor Standards Act - 87 FR 62218 (RIN 1235-AA43). DOL - Proposed Rule on Automatic Portability Transactions Exemption - 29 CFR 255 (RIN 1210-AC21). DOL Guidance on Pension‑Linked Emergency Savings Accounts. DOL- EBSA - Final Rule - Retirement Security Rule: Definition of an Investment Fiduciary - 29 CFR 2510, RIN 1210-AC02. DOL-EBSA- FINAL Amendments to PTE 2020-02 - 29 CFR 2550, RIN 1210-ZA32. DOL- EBSA - FINAL Amendments to PTE 84-24 - 29 CFR 2550, RIN 1210-ZA33. DOL-EBSA- FINAL Amendments to PTEs 75-1, 77-4, 80-83, 83-1, and 86-128 - 29 CFR 2550, RIN 1210-ZA34. Joint Resolution providing for congressional disapproval of the Department of Labors Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights Rule (S.J.Res.8/H.J. Res.30 - 118th Congress). Legislation and rulemaking affecting 403(b) retirement plans and federal and state regulations governing their administration and operation. Legislation and rulemaking affecting annuities, variable life products and retirement savings including Biden Administration and Congressional proposals on tax reform, ERISA, and securities laws. Legislation establishing a federal regulatory framework to oversee the cryptocurrency market in and use of cryptocurrency in retirement plans. Legislation to clarify Form 5500 reporting requirement for retirement plans filing under a Group of Plans. Legislation to maintain and protect the diverse array of retirement plan structures. Legislation to prohibit IRSs use of private debt collection agencies for individuals over the age of 65. Legislation to promote, preserve and maintain tax-deferred treatment of retirement savings. Legislation to provide favorable tax treatment for guaranteed lifetime income. Legislation to provide technical corrections and extension of effective dates to implement the SECURE 2.0 Act. Proposals at the Department of Labor for increasing access to guaranteed, protected lifetime solutions. Proposals at the Department of Treasury/IRS for increasing access to guaranteed, protected lifetime income solutions. SEC - Final Rule Investment Company Names - 17 CFR Parts 232, 270 and 274 (RIN: 3235-AM72). SEC - FINRA - Proposed Rule Change to Extend the Effectiveness of Temporary FINRA Rule 3110.17 - SR-FINRA-2021-023. SEC - Implementation and Enforcement of Regulation BI and Form CRS. SEC - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). SEC - Implementation of Public Law No: 117-328, the Consolidated Appropriations Act, 2023, Division AA - Financial Services Matters, Title I-Registration for Index linked Annuities, Sec. 101. Parity for Registered Index-Linked Annuities Regarding Registration Rules. SEC - Proposed Rule - Conflicts of Interest Associated with the Use of Predictive Data Analytics by Broker-Dealers and Investment Advisers - 17 CFR 240 and 17 CFR 275 (RIN: 3235-AN00 and RIN: 3235-AN14). SEC - Proposed Rule - Open-End Fund Liquidity Risk Management Programs and Swing Pricing; Form N-PORT Reporting, 17 CFR Parts 270 and 274 (RIN 3235-AM98). SEC - Proposed Rule - Safeguarding Advisory Client Assets - 17 CFR Parts 275 and 279 (RIN 3235-AM32). SEC - Proposed Rule Enhanced Disclosures by Certain Investment Advisers and Investment Companies about Environmental, Social, and Governance Investment Practices - 17 CFR Part 200, 230, 232, 239, 249, 274, and 279 (RIN: 3235-AM96). SEC - Proposed Rule Enhancement and Standardization of Climate-Related Disclosures for Investors - 17 CFR 210, 229, 232, 239, and 249 (RIN 3235-AM87). SEC - 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 - (Release Nos. 34-92766; IA-5833; File No. S7-10-21) (RIN 3235-AN00). SEC - Stay Order - Final Rule on Enhancement and Standardization of Climate-Related Disclosures during pending litigation. SEC - Final Rule - Registration for Index-Linked Annuities and Registered Market Value Adjustment Annuities; Amendments to Form N-4 for Index-Linked Annuities, Registered Market Value Adjustment Annuities, and Variable Annuities; Other Technical Amendments - 17 CFR Parts 230, 232, 239, and 274, RIN 3235-AN30. The Advice and Consent Act (S. 2727 - 118th Congress). The Auto Reenroll Act (S.2517/H.R.4924 - 118th Congress). The Data Privacy Act (H.R.1165 - 118th Congress). The Department of Labor Succession Act (H.R.4957 - 118th Congress). The Empowering States to Protect Seniors from Bad Actors Act (H.R.5914 - 117th Congress). The E-SIGN Modernization Act of 2022 (S.3715 - 117th Congress). The Financial Freedom Act of 2023 (S.427/H.R.1177 - 118th Congress). The Financial Innovation and Technology for the 21st Century Act (H.R.4763 - 118th Congress). The General Accounts Product Clarifications Act (H.R.9515 - 117th Congress). The Lifetime Income for Employees Act of 2023 (H.R.3942 - 118th Congress). The Lummis-Gillibrand Responsible Financial Innovation Act (S.2281 - 118th Congress). The No Discrimination in My Benefits Act (H.R.5338 - 118th Congress). The Portable Benefits for Independent Workers Pilot Program Act (S.1696/H.R.3482 - 118th Congress). The Providing Complete Information to Retirement Investors Act (H.R.5340 - 118th Congress). The RETIRE Act (H.R. 5339 - 118th Congress). The Retirement Proxy Protection Act (H.R.5337 - 118th Congress). The Retirement Savings for Americans Act of 2022 (S.5271/H.R.9462 - 117th Congress). The Richard L. Trumka Protecting the Right to Organize (PRO) Act of 2023 (S.567/H.R.20 - 118th Congress). The SAFER Banking Act (S.2860 - 118th Congress). The Secure And Fair Enforcement (SAFE) Banking Act of 2023 (S.1323/H.R.2891 - 118th Congress). The Securing and Enabling Commerce Using Remote and Electronic (SECURE) Notarization Act of 2023 (S.1212/H.R.1059 - 118th Congress). The Senior Security Act of 2023 (S.955/H.R.2593 - 118th Congress). The Small Business Tax Fairness Act (S.2387 - 117th Congress). The Small Businesses Add Value for Employees (SAVE) Act (H.R.4637 - 115th Congress). To amend the Internal Revenue Code of 1986 to permit the rollover contributions from Roth IRAs to designated Roth accounts (H.R.6757 - 118th Congress). The Expanding Access to Retirement Savings for Caregivers Act (H.R.6772 - 118th Congress). The Helping Young Americans Save for Retirement Act (S.3305 - 118th Congress). The Automatic IRA Act of 2024 (H.R.7293-118th Congress). The Elder Justice Reauthorization and Modernization Act of 2023 (S.1198/H.R.2718-118th Congress). The Ensuring Sound Guidance Act (S.2282/H.R.4237 - 118th Congress). The Expanding Access to Capital Act (H.R.2799-118th Congress). The Further Consolidated Appropriations Act, 2024 (S.2309/H.R.2882 - 118th Congress). The Improving Disclosure for Investors Act (S.3815/H.R.1807-118th Congress). The Financial Fitness Act (H.R.8944-118th Congress). The Retirement Fairness for Charities and Educational Institutions Act of 2023 (S.4917/H.R.3063-118th Congress). The Empowering Main Street in America Act (S.5139-118th Congress). The Improving Retirement Security for Family Caregivers Act (S.5148-118th Congress). The Catching Up Family Caregivers Act (S.5149-118th Congress). Resolution providing for congressional disapproval under chapter 8 of title 5, USC, of the rule submitted by the DOL relating to "Retirement Security Rule: Definition of an Investment Advice Fiduciary" (H.J.Res.142-118th Congress). Departments of Labor, Health And Human Services, And Education, And Related Agencies Appropriations Bill, FY 2025 Subcommittee Mark. Resolution providing for congressional disapproval under chapter 8 of title 5, USC, of the rule submitted by the DOL relating to "Amendment to PTE 2020-02" (H.J.Res.140-118th Congress). Resolution providing for congressional disapproval under chapter 8 of title 5, USC, of the rule submitted by the DOL relating to "Amendment to PTE 84-24" (H.J.Res.141-118th Congress). Resolution providing for congressional disapproval under chapter 8 of title 5, USC, of the rule submitted by the DOL relating to "Amendment to PTEs 75-1, 77-4, 80-83, 83-1, and 86-128)" (H.J.Res.143-118th Congress). Resolution providing for congressional disapproval under chapter 8 of title 5, USC, of the rule submitted by the DOL relating to "Retirement Security Rule: Definition of an Investment Advice Fiduciary" (H.J.Res.142-118th Congress). Treasury - IRS - Request for SECURE 2.0 Guidance. Treasury - IRS - Notice 2023-54 - Transition Relief and Guidance Relating to Certain Required Minimum Distributions. Treasury - IRS - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). Treasury - IRS - Implementation of Public Law No: 117-328, the Consolidated Appropriations Act, 2023, Division T - SECURE 2.0 Act of 2022. Treasury - IRS - Notice 2023-62 - Guidance on Section 603 of the SECURE 2.0 Act with Respect to Catch-Up Contributions. Treasury - IRS - Proposed Rule Required Minimum Distributions - 87 FR 10504, 26 CFR 1 and 26 CFR 54, REG-105954-20 (RIN: 1545-BP82). Treasury - IRS - Proposed Rulemaking: Multiple Employer Plans - 26 CFR Part 1 [REG-121508-18] (RIN 1545-BO97). Treasury - IRS - Guidance on Anti-Abuse Rules Under Sec. 127 of SECURE 2.0 and Other Issues for Pension-Linked Emergency Savings Accounts. Treasury - Request for Information on Financial Inclusion - 88 FR 88702 - Treas-Do-2023-0014. Treasury - IRS - Proposed Rulemaking: Required Minimum Distributions - 89 FR 58644 - [REG-103529-23] (RIN 1545-BQ66). Government Accountability Office (GAO),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of   170000 0 0 2024-10-18T13:51:11-04:00
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