lobbying_activities
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5,461 rows where filing_period = "first_quarter" and issue_code = "RET" sorted by filing_year descending
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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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 3801867 | NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS 04774e36-379a-416c-b40c-4b7d98581b9c | Q1 | NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS | 26901 | NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS | 2026 | first_quarter | RET | Issues related to IRA and pension reform. Issues related to investment advice in connection with retirement products. Issues related to individuals and business investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties, and safe harbors. | HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),SENATE,Treasury, Dept of | 497468 | 0 | 0 | 2026-04-02T11:47:40-04:00 | |
| 3802507 | THE PETRIZZO GROUP, INC. d2d5960a-38b5-4c00-bd8c-9fae48c089df | Q1 | THE PETRIZZO GROUP, INC. | 305932 | BLACKROCK FUND SERVICES GROUP, LLC | 2026 | first_quarter | RET | Issues related to financial services policy. | HOUSE OF REPRESENTATIVES,SENATE | 45000 | 0 | 0 | 2026-04-05T21:28:17-04:00 | |
| 3802538 | DANEA KEHOE f29857d3-e05d-4b4a-a15a-d1ff630dd1b1 | Q1 | DANEA KEHOE | 67570 | NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS | 2026 | first_quarter | RET | Nothing specific lobbied this quarter. | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2026-04-06T08:46:11-04:00 | |
| 3802568 | NATIONAL ASSOCIATION OF POSTAL SUPERVISORS aac9f3e8-09f1-46f1-9c56-1ac2326b00af | Q1 | NATIONAL ASSOCIATION OF POSTAL SUPERVISORS | 401075023 | NATIONAL ASSOCIATION OF POSTAL SUPERVISORS | 2026 | first_quarter | RET | Legislation that may impact the Federal Employees Retirement System (FERS), the Civil Service Retirement System (CSRS) or the Thrift Savings Plan (TSP). | HOUSE OF REPRESENTATIVES,SENATE | 28000 | 0 | 0 | 2026-04-06T09:41:44-04:00 | |
| 3803475 | ALLON ADVOCACY, LLC b1300fd0-0684-4a6a-a755-22b791ed20b1 | Q1 | ALLON ADVOCACY, LLC | 401104657 | FORGE GLOBAL, INC. | 2026 | first_quarter | RET | Issues related to the treatment of certain retirement accounts. | HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE | 50000 | 0 | 0 | 2026-04-07T16:00:21-04:00 | |
| 3803733 | AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES 87db56cb-0356-4d4b-b61c-62676492241e | Q1 | AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES | 3481 | AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES | 2026 | first_quarter | RET | H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 2696 - Retirement Savings for Americans Act of 2025 H.R. 3383 - Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 6084 - ERISA Litigation Reform Act H.R. 6450 - Retirement Rollover Flexibility Act H.R. 6685 - To amend the Internal Revenue Code of 1986 to establish an exception for multiemployer plan participants to the requirements for automatic enrollment. H.R.7185 - Home Savings Act H.R. 7362 - Form 5500 Filing Simplification Act H.R. 6007 - Retirement Investment in Small Employers Act (118th Cong.) S. 424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1526 - Retirement Savings for Americans Act of 2025 S. 3352 - Retirement Rollover Flexibility Act | HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),SENATE | 388602 | 0 | 0 | 2026-04-08T10:10:15-04:00 | |
| 3804005 | GUSTO 2515d49c-9b9c-4110-b30b-590183229e7a | Q1 | GUSTO | 401106368 | GUSTO | 2026 | first_quarter | RET | RISE Act, SMB Tax incentives for retirement accounts | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2026-04-08T13:48:36-04:00 | |
| 3804636 | TREA SENIOR CITIZENS LEAGUE 44f53399-ced3-4631-8bef-70844e7a31b9 | Q1 | TREA SENIOR CITIZENS LEAGUE | 38426 | TREA SENIOR CITIZENS LEAGUE | 2026 | first_quarter | RET | H.R.1130 Bonus Tax Relief for America's Seniors Act H.R.1700 Social Security Expansion Act S.770 Social Security Expansion Act H.R. 1950 Protect Social Security and Medicare Act H.R.3517 Social Security Enhancement and Protection Act H.R.2909 You Earned It - You Keep It Act H.R.1040 The Senior Citizens Tax Elimination Act H.R.904No Tax on Social Security H.R.4538 PAPER Act S.2614Protecting Social Security Act H.R.4968 Protecting Social Security Act S.3462 The Safeguarding American Families and Expanding Social Security (SAFE Social Security) Act S.473 SENIOR Act H.R.5841 Boosting Benefits and COLAs for Seniors Act S.3078 The Social Security Emergency Relief Act H.R. 6193 To Provide Economic Recovery Payments H.R.6424 Social Security Survivor Benefits Equity Act S. 160 The Medicare and Social Security Fair Share Act H.R. 3271 The Medicare and Social Security Fair Share Act | HOUSE OF REPRESENTATIVES,SENATE | 5000 | 0 | 0 | 2026-04-09T12:55:30-04:00 | |
| 3804651 | AMERICAN POSTAL WORKERS UNION, AFL-CIO 177cedf5-8bc0-43eb-8ce5-9050b94352ec | Q1 | AMERICAN POSTAL WORKERS UNION, AFL-CIO | 3138 | AMERICAN POSTAL WORKERS UNION AFL-CIO | 2026 | first_quarter | RET | Support for Social Security Expansion Act (H.R. 1700 and S. 770) Support for Equal COLA Act (H.R. 491 and S. 624) Support for H.R. 1522, Federal Retirement Fairness Act | HOUSE OF REPRESENTATIVES,SENATE | 130000 | 0 | 0 | 2026-04-09T13:04:39-04:00 | |
| 3804863 | AMAC ACTION, INC. c2c5d664-9e84-400e-9688-56c5a6c02564 | Q1 | AMAC ACTION, INC. | 401104675 | AMAC ACTION, INC. | 2026 | first_quarter | RET | healthcare reform solutions and legislation, Social Security reform solutions and legislation | Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,SENATE | 80000 | 0 | 0 | 2026-04-09T15:32:16-04:00 | |
| 3805095 | LONGBOW PUBLIC POLICY GROUP, LLC 0a005f9a-7c13-4ec5-9ffa-6daf619730d3 | Q1 | LONGBOW PUBLIC POLICY GROUP, LLC | 401106355 | SIGNATORY WALL AND CEILING CONTRACTORS ALLIANCE | 2026 | first_quarter | RET | H.R. 2988, the Protecting Prudent Investment of Retirement Savings Act, legislation to amend the Employee Retirement Income Security Act of 1974 to specify requirements concerning the consideration of pecuniary and non-pecuniary factors; entire bill. Pension Benefit Guaranty Corporation proposed rule entitled, Actuarial Assumptions for Determining an Employers Withdrawal Liability (87 FR 62316, October 14, 2022). | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC) | 40000 | 0 | 0 | 2026-04-10T09:56:25-04:00 | |
| 3805128 | LONGBOW PUBLIC POLICY GROUP, LLC e5fa27a6-f47c-4de6-95f3-545ac71afd0d | Q1 | LONGBOW PUBLIC POLICY GROUP, LLC | 401106355 | INVESTMENT COMPANY INSTITUTE | 2026 | first_quarter | RET | Employee Benefits Security Administration proposed rule on "Fiduciary Duties in Selecting Plan Investment Alternatives" (91 FR 16088, March 31, 2026). 2024 amendments to the qualified professional asset manager (QPAM) exemption. General education considering meritless litigation against retirement plan sponsors. Implementation of Executive Order 14330 on "Democratizing Access to Alternative Assets for 401(k) Investors (August 7, 2025). General education concerning efforts to improve the effectiveness of participant communications and efforts to provide disclosures to participants and beneficiaries at times when they can make the most effective use of the information. | Labor, Dept of (DOL) | 20000 | 0 | 0 | 2026-04-10T10:07:51-04:00 | |
| 3805327 | MCDERMOTT+ LLC 7d2e003b-3873-4867-ab00-1cde09acb706 | Q1 | MCDERMOTT+ LLC | 401103287 | NATIONAL ACADEMY OF ELDER LAW ATTORNEYS | 2026 | first_quarter | RET | Issues related to Health care, Medicare, Medicaid and the Older Americans Act. | Centers For Medicare and Medicaid Services (CMS),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2026-04-10T11:57:55-04:00 | |
| 3805615 | RESOLUTION PUBLIC AFFAIRS, LLC a727e82a-ceb1-49b6-b1e0-c2e23bb1fba3 | Q1 | RESOLUTION PUBLIC AFFAIRS, LLC | 401105068 | EDWARD D. JONES & CO., L.P. | 2026 | first_quarter | RET | Issues related to retirement security and savings matters Issues related to small business retirement and retirement savings; | HOUSE OF REPRESENTATIVES,SENATE | 50000 | 0 | 0 | 2026-04-10T17:26:50-04:00 | |
| 3805919 | CASSIDY & ASSOCIATES, INC. d0c57353-03a8-491c-8426-bfe52584973e | Q1 | CASSIDY & ASSOCIATES, INC. | 8453 | SOCIETY OF ACTUARIES | 2026 | first_quarter | RET | General legislative issues related to the actuarial profession | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2026-04-12T16:54:36-04:00 | |
| 3806484 | DYKEMA GOSSETT PLLC 142a3967-af58-42bf-aca7-7df261a3fec0 | Q1 | DYKEMA GOSSETT PLLC | 12915 | JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) | 2026 | first_quarter | RET | Lobbied in support of retirement security and pension provisions. | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2026-04-13T14:03:55-04:00 | |
| 3807162 | INVESTMENT ADVISER ASSOCIATION 040c6b60-a714-49de-ad26-3050cd6c007d | Q1 | INVESTMENT ADVISER ASSOCIATION | 40017130 | INVESTMENT ADVISER ASSOCIATION | 2026 | first_quarter | RET | Retirement Issues for Investment Advisers | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of | 80000 | 0 | 0 | 2026-04-14T10:04:47-04:00 | |
| 3808151 | DAVIS & HARMAN LLP 466cdf45-f3aa-42e0-a807-9d3a22fa7631 | Q1 | DAVIS & HARMAN LLP | 11674 | VANGUARD GROUP | 2026 | first_quarter | RET | Issues related to tax incentives for retirement savings. Default investments in IRAs. Issues related to employee benefit plan investments and administration, and electronic delivery of ERISA-mandated statements and disclosures. S. 1831, Auto Reenroll Act. | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2026-04-14T16:23:03-04:00 | ||
| 3808174 | DAVIS & HARMAN LLP c606f3de-6b3e-4672-8301-8da46206c213 | Q1 | DAVIS & HARMAN LLP | 11674 | MISSIONSQUARE RETIREMENT | 2026 | first_quarter | RET | Proposals related to retirement and retiree health savings and collective investment trusts. Proposals related to governmental 457(b) plans. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress), related to the Roth catch-up contribution provision, and pension linked emergency savings accounts. | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2026-04-14T16:25:50-04:00 | ||
| 3808188 | DAVIS & HARMAN LLP 11e97b5e-b035-46d4-8539-1c7e3802b682 | Q1 | DAVIS & HARMAN LLP | 11674 | TIAA | 2026 | first_quarter | RET | Issues related to tax incentives for retirement savings. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase distribution options within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. Proposals that would consolidate various retirement and IRA types. H.R. 3942, Lifetime Income for Employees Act. (118th Congress). E.O. 14330, Democratizing Access to Alternative Assets for 401(k) Investors. | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2026-04-14T16:30:07-04:00 | |
| 3808201 | DAVIS & HARMAN LLP 76cfd31c-3899-4376-a4f9-5f9710ec9afd | Q1 | DAVIS & HARMAN LLP | 11674 | RETIREMENT INDUSTRY TRUST ASSOCIATION | 2026 | first_quarter | RET | Issues related to retirement savings and IRAs. Legislative proposals related to self-directed IRAs and IRA investments. Discussion draft of Retirement Improvements and Savings Enhancements (RISE) Act of 2016. IRA investment changes in H.R. 5376, Build Back Better Act/Inflation Reduction Act (117th Congress). | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2026-04-14T16:33:45-04:00 | ||
| 3808225 | DAVIS & HARMAN LLP f61329ed-cd6a-4cec-bc1b-83ee63c0b828 | Q1 | DAVIS & HARMAN LLP | 11674 | SPARK INSTITUTE | 2026 | first_quarter | RET | Issues related to tax incentives for retirement savings. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Issues related to recordkeeping simplification for 401(k) plans. Issues related to lifetime income and auto features. Issues related to alternative investments in retirement plans. Technical Corrections to the SECURE 2.0 Act of 2022. S. 1831, Auto Reenroll Act. H.R. 2958, Balance the Scales Act. H.R. 2869, EBSA Investigations Transparency Act. H.R. 6084, ERISA Litigation Reform Act. | HOUSE OF REPRESENTATIVES,Pension & Welfare Benefits Administration,SENATE | 10000 | 0 | 0 | 2026-04-14T16:40:55-04:00 | |
| 3808230 | DAVIS & HARMAN LLP 70a21666-5d89-4d91-b1ba-80512a331235 | Q1 | DAVIS & HARMAN LLP | 11674 | INSPIRA FINANCIAL | 2026 | first_quarter | RET | Issues related to retirement savings and IRAs. Legislative proposals related to self-directed IRAs and IRA investments. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress), regarding issues related to automatic portability. | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2026-04-14T16:44:05-04:00 | ||
| 3808540 | I STREET ADVOCATES b80b9d07-6b05-4466-a998-91b79181ffab | Q1 | I STREET ADVOCATES | 51753 | AMERICAN POSTAL WORKERS UNION | 2026 | first_quarter | RET | Support for the Federal Retirement Fairness Act H.R. 1522; Opposition to any attempt to take away or reduce the earned benefits and compensation of postal workers. | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2026-04-14T20:58:55-04:00 | |
| 3808555 | I STREET ADVOCATES 7d879c56-6a51-4960-adbb-80aef7c4c4b8 | Q1 | I STREET ADVOCATES | 51753 | NATIONAL RURAL LETTER CARRIERS ASSOCIATION (NRLCA) | 2026 | first_quarter | RET | ● Support for the Federal Retirement Fairness Act H.R. 1522 | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2026-04-14T21:22:01-04:00 | ||
| 3809817 | NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION 0b55dad3-7fff-4671-a7fc-3aeebacd0220 | Q1 | NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION | 28674 | NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION | 2026 | first_quarter | RET | The association monitors and reacts to policy concepts that may impact its ability to continue providing its high quality Retirement Security Plans to members, their employees, and the association staff at affordable rates and on reasonable terms and conditions. During the reporting period, no issues or introduced measures in this category were focused upon. | 110000 | 0 | 0 | 2026-04-15T15:00:45-04:00 | ||
| 3810315 | DUTKO GOVERNMENT RELATIONS 72d0898a-251b-4590-a16e-3cd30f5d80c7 | Q1 | DUTKO GOVERNMENT RELATIONS | 401109721 | ACCENTURE FEDERAL SERVICES LLC | 2026 | first_quarter | RET | Monitor IT Modernization at the Social Security Administration. Support language to accelerate IT modernization efforts at SSA | HOUSE OF REPRESENTATIVES,SENATE | 40000 | 0 | 0 | 2026-04-15T16:17:34-04:00 | |
| 3810519 | UNITE HERE! 1b48bfef-9503-45ad-a266-4a7e5a86a708 | Q1 | UNITE HERE! | 38984 | UNITE HERE! | 2026 | first_quarter | RET | Pensions | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE | 40000 | 0 | 0 | 2026-04-15T16:44:43-04:00 | |
| 3810644 | MUTCH GOVERNMENT RELATIONS 689b09a3-77f3-4a87-85ed-2da5cc0a144a | Q1 | MUTCH GOVERNMENT RELATIONS | 401105675 | PIKES PEAK AREA COUNCIL OF GOVERNMENTS | 2026 | first_quarter | RET | Renewal of the Older American Act | HOUSE OF REPRESENTATIVES,SENATE | 6000 | 0 | 0 | 2026-04-15T17:14:11-04:00 | |
| 3810760 | NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION (NRECA) 9cb90092-881c-45cc-b617-4abb42c24709 | Q1 | NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION (NRECA) | 28515 | NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION (NRECA) | 2026 | first_quarter | RET | - Draft retirement savings proposals impacting defined-benefit and defined-contribution plans | HOUSE OF REPRESENTATIVES,SENATE | 850000 | 0 | 0 | 2026-04-15T18:02:31-04:00 | |
| 3810801 | TRUCKER HUSS APC bb512606-bfb7-4223-a37c-2d173a3a5422 | Q1 | TRUCKER HUSS APC | 400537609 | WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND | 2026 | first_quarter | RET | Retirement | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of | 0 | 0 | 2026-04-15T18:19:57-04:00 | ||
| 3811973 | NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS 04774e36-379a-416c-b40c-4b7d98581b9c | Q1 | NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS | 26901 | NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS | 2026 | first_quarter | RET | Issues related to IRA and pension reform. Issues related to investment advice in connection with retirement products. Issues related to individuals and business investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties, and safe harbors. | HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),SENATE,Treasury, Dept of | 497468 | 0 | 0 | 2026-04-02T11:47:40-04:00 | |
| 3812613 | THE PETRIZZO GROUP, INC. d2d5960a-38b5-4c00-bd8c-9fae48c089df | Q1 | THE PETRIZZO GROUP, INC. | 305932 | BLACKROCK FUND SERVICES GROUP, LLC | 2026 | first_quarter | RET | Issues related to financial services policy. | HOUSE OF REPRESENTATIVES,SENATE | 45000 | 0 | 0 | 2026-04-05T21:28:17-04:00 | |
| 3812644 | DANEA KEHOE f29857d3-e05d-4b4a-a15a-d1ff630dd1b1 | Q1 | DANEA KEHOE | 67570 | NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS | 2026 | first_quarter | RET | Nothing specific lobbied this quarter. | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2026-04-06T08:46:11-04:00 | |
| 3812674 | NATIONAL ASSOCIATION OF POSTAL SUPERVISORS aac9f3e8-09f1-46f1-9c56-1ac2326b00af | Q1 | NATIONAL ASSOCIATION OF POSTAL SUPERVISORS | 401075023 | NATIONAL ASSOCIATION OF POSTAL SUPERVISORS | 2026 | first_quarter | RET | Legislation that may impact the Federal Employees Retirement System (FERS), the Civil Service Retirement System (CSRS) or the Thrift Savings Plan (TSP). | HOUSE OF REPRESENTATIVES,SENATE | 28000 | 0 | 0 | 2026-04-06T09:41:44-04:00 | |
| 3813581 | ALLON ADVOCACY, LLC b1300fd0-0684-4a6a-a755-22b791ed20b1 | Q1 | ALLON ADVOCACY, LLC | 401104657 | FORGE GLOBAL, INC. | 2026 | first_quarter | RET | Issues related to the treatment of certain retirement accounts. | HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE | 50000 | 0 | 0 | 2026-04-07T16:00:21-04:00 | |
| 3813839 | AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES 87db56cb-0356-4d4b-b61c-62676492241e | Q1 | AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES | 3481 | AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES | 2026 | first_quarter | RET | H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 2696 - Retirement Savings for Americans Act of 2025 H.R. 3383 - Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 6084 - ERISA Litigation Reform Act H.R. 6450 - Retirement Rollover Flexibility Act H.R. 6685 - To amend the Internal Revenue Code of 1986 to establish an exception for multiemployer plan participants to the requirements for automatic enrollment. H.R.7185 - Home Savings Act H.R. 7362 - Form 5500 Filing Simplification Act H.R. 6007 - Retirement Investment in Small Employers Act (118th Cong.) S. 424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1526 - Retirement Savings for Americans Act of 2025 S. 3352 - Retirement Rollover Flexibility Act | HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),SENATE | 388602 | 0 | 0 | 2026-04-08T10:10:15-04:00 | |
| 3814111 | GUSTO 2515d49c-9b9c-4110-b30b-590183229e7a | Q1 | GUSTO | 401106368 | GUSTO | 2026 | first_quarter | RET | RISE Act, SMB Tax incentives for retirement accounts | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2026-04-08T13:48:36-04:00 | |
| 3814742 | TREA SENIOR CITIZENS LEAGUE 44f53399-ced3-4631-8bef-70844e7a31b9 | Q1 | TREA SENIOR CITIZENS LEAGUE | 38426 | TREA SENIOR CITIZENS LEAGUE | 2026 | first_quarter | RET | H.R.1130 Bonus Tax Relief for America's Seniors Act H.R.1700 Social Security Expansion Act S.770 Social Security Expansion Act H.R. 1950 Protect Social Security and Medicare Act H.R.3517 Social Security Enhancement and Protection Act H.R.2909 You Earned It - You Keep It Act H.R.1040 The Senior Citizens Tax Elimination Act H.R.904No Tax on Social Security H.R.4538 PAPER Act S.2614Protecting Social Security Act H.R.4968 Protecting Social Security Act S.3462 The Safeguarding American Families and Expanding Social Security (SAFE Social Security) Act S.473 SENIOR Act H.R.5841 Boosting Benefits and COLAs for Seniors Act S.3078 The Social Security Emergency Relief Act H.R. 6193 To Provide Economic Recovery Payments H.R.6424 Social Security Survivor Benefits Equity Act S. 160 The Medicare and Social Security Fair Share Act H.R. 3271 The Medicare and Social Security Fair Share Act | HOUSE OF REPRESENTATIVES,SENATE | 5000 | 0 | 0 | 2026-04-09T12:55:30-04:00 | |
| 3814757 | AMERICAN POSTAL WORKERS UNION, AFL-CIO 177cedf5-8bc0-43eb-8ce5-9050b94352ec | Q1 | AMERICAN POSTAL WORKERS UNION, AFL-CIO | 3138 | AMERICAN POSTAL WORKERS UNION AFL-CIO | 2026 | first_quarter | RET | Support for Social Security Expansion Act (H.R. 1700 and S. 770) Support for Equal COLA Act (H.R. 491 and S. 624) Support for H.R. 1522, Federal Retirement Fairness Act | HOUSE OF REPRESENTATIVES,SENATE | 130000 | 0 | 0 | 2026-04-09T13:04:39-04:00 | |
| 3814970 | AMAC ACTION, INC. c2c5d664-9e84-400e-9688-56c5a6c02564 | Q1 | AMAC ACTION, INC. | 401104675 | AMAC ACTION, INC. | 2026 | first_quarter | RET | healthcare reform solutions and legislation, Social Security reform solutions and legislation | Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,SENATE | 80000 | 0 | 0 | 2026-04-09T15:32:16-04:00 | |
| 3815202 | LONGBOW PUBLIC POLICY GROUP, LLC 0a005f9a-7c13-4ec5-9ffa-6daf619730d3 | Q1 | LONGBOW PUBLIC POLICY GROUP, LLC | 401106355 | SIGNATORY WALL AND CEILING CONTRACTORS ALLIANCE | 2026 | first_quarter | RET | H.R. 2988, the Protecting Prudent Investment of Retirement Savings Act, legislation to amend the Employee Retirement Income Security Act of 1974 to specify requirements concerning the consideration of pecuniary and non-pecuniary factors; entire bill. Pension Benefit Guaranty Corporation proposed rule entitled, Actuarial Assumptions for Determining an Employers Withdrawal Liability (87 FR 62316, October 14, 2022). | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC) | 40000 | 0 | 0 | 2026-04-10T09:56:25-04:00 | |
| 3815235 | LONGBOW PUBLIC POLICY GROUP, LLC e5fa27a6-f47c-4de6-95f3-545ac71afd0d | Q1 | LONGBOW PUBLIC POLICY GROUP, LLC | 401106355 | INVESTMENT COMPANY INSTITUTE | 2026 | first_quarter | RET | Employee Benefits Security Administration proposed rule on "Fiduciary Duties in Selecting Plan Investment Alternatives" (91 FR 16088, March 31, 2026). 2024 amendments to the qualified professional asset manager (QPAM) exemption. General education considering meritless litigation against retirement plan sponsors. Implementation of Executive Order 14330 on "Democratizing Access to Alternative Assets for 401(k) Investors (August 7, 2025). General education concerning efforts to improve the effectiveness of participant communications and efforts to provide disclosures to participants and beneficiaries at times when they can make the most effective use of the information. | Labor, Dept of (DOL) | 20000 | 0 | 0 | 2026-04-10T10:07:51-04:00 | |
| 3815434 | MCDERMOTT+ LLC 7d2e003b-3873-4867-ab00-1cde09acb706 | Q1 | MCDERMOTT+ LLC | 401103287 | NATIONAL ACADEMY OF ELDER LAW ATTORNEYS | 2026 | first_quarter | RET | Issues related to Health care, Medicare, Medicaid and the Older Americans Act. | Centers For Medicare and Medicaid Services (CMS),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2026-04-10T11:57:55-04:00 | |
| 3815722 | RESOLUTION PUBLIC AFFAIRS, LLC a727e82a-ceb1-49b6-b1e0-c2e23bb1fba3 | Q1 | RESOLUTION PUBLIC AFFAIRS, LLC | 401105068 | EDWARD D. JONES & CO., L.P. | 2026 | first_quarter | RET | Issues related to retirement security and savings matters Issues related to small business retirement and retirement savings; | HOUSE OF REPRESENTATIVES,SENATE | 50000 | 0 | 0 | 2026-04-10T17:26:50-04:00 | |
| 3816026 | CASSIDY & ASSOCIATES, INC. d0c57353-03a8-491c-8426-bfe52584973e | Q1 | CASSIDY & ASSOCIATES, INC. | 8453 | SOCIETY OF ACTUARIES | 2026 | first_quarter | RET | General legislative issues related to the actuarial profession | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2026-04-12T16:54:36-04:00 | |
| 3816591 | DYKEMA GOSSETT PLLC 142a3967-af58-42bf-aca7-7df261a3fec0 | Q1 | DYKEMA GOSSETT PLLC | 12915 | JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) | 2026 | first_quarter | RET | Lobbied in support of retirement security and pension provisions. | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2026-04-13T14:03:55-04:00 | |
| 3817269 | INVESTMENT ADVISER ASSOCIATION 040c6b60-a714-49de-ad26-3050cd6c007d | Q1 | INVESTMENT ADVISER ASSOCIATION | 40017130 | INVESTMENT ADVISER ASSOCIATION | 2026 | first_quarter | RET | Retirement Issues for Investment Advisers | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of | 80000 | 0 | 0 | 2026-04-14T10:04:47-04:00 | |
| 3818258 | DAVIS & HARMAN LLP 466cdf45-f3aa-42e0-a807-9d3a22fa7631 | Q1 | DAVIS & HARMAN LLP | 11674 | VANGUARD GROUP | 2026 | first_quarter | RET | Issues related to tax incentives for retirement savings. Default investments in IRAs. Issues related to employee benefit plan investments and administration, and electronic delivery of ERISA-mandated statements and disclosures. S. 1831, Auto Reenroll Act. | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2026-04-14T16:23:03-04:00 | ||
| 3818281 | DAVIS & HARMAN LLP c606f3de-6b3e-4672-8301-8da46206c213 | Q1 | DAVIS & HARMAN LLP | 11674 | MISSIONSQUARE RETIREMENT | 2026 | first_quarter | RET | Proposals related to retirement and retiree health savings and collective investment trusts. Proposals related to governmental 457(b) plans. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress), related to the Roth catch-up contribution provision, and pension linked emergency savings accounts. | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2026-04-14T16:25:50-04:00 | ||
| 3818295 | DAVIS & HARMAN LLP 11e97b5e-b035-46d4-8539-1c7e3802b682 | Q1 | DAVIS & HARMAN LLP | 11674 | TIAA | 2026 | first_quarter | RET | Issues related to tax incentives for retirement savings. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase distribution options within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. Proposals that would consolidate various retirement and IRA types. H.R. 3942, Lifetime Income for Employees Act. (118th Congress). E.O. 14330, Democratizing Access to Alternative Assets for 401(k) Investors. | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2026-04-14T16:30:07-04:00 | |
| 3818308 | DAVIS & HARMAN LLP 76cfd31c-3899-4376-a4f9-5f9710ec9afd | Q1 | DAVIS & HARMAN LLP | 11674 | RETIREMENT INDUSTRY TRUST ASSOCIATION | 2026 | first_quarter | RET | Issues related to retirement savings and IRAs. Legislative proposals related to self-directed IRAs and IRA investments. Discussion draft of Retirement Improvements and Savings Enhancements (RISE) Act of 2016. IRA investment changes in H.R. 5376, Build Back Better Act/Inflation Reduction Act (117th Congress). | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2026-04-14T16:33:45-04:00 | ||
| 3818332 | DAVIS & HARMAN LLP f61329ed-cd6a-4cec-bc1b-83ee63c0b828 | Q1 | DAVIS & HARMAN LLP | 11674 | SPARK INSTITUTE | 2026 | first_quarter | RET | Issues related to tax incentives for retirement savings. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Issues related to recordkeeping simplification for 401(k) plans. Issues related to lifetime income and auto features. Issues related to alternative investments in retirement plans. Technical Corrections to the SECURE 2.0 Act of 2022. S. 1831, Auto Reenroll Act. H.R. 2958, Balance the Scales Act. H.R. 2869, EBSA Investigations Transparency Act. H.R. 6084, ERISA Litigation Reform Act. | HOUSE OF REPRESENTATIVES,Pension & Welfare Benefits Administration,SENATE | 10000 | 0 | 0 | 2026-04-14T16:40:55-04:00 | |
| 3818337 | DAVIS & HARMAN LLP 70a21666-5d89-4d91-b1ba-80512a331235 | Q1 | DAVIS & HARMAN LLP | 11674 | INSPIRA FINANCIAL | 2026 | first_quarter | RET | Issues related to retirement savings and IRAs. Legislative proposals related to self-directed IRAs and IRA investments. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress), regarding issues related to automatic portability. | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2026-04-14T16:44:05-04:00 | ||
| 3818647 | I STREET ADVOCATES b80b9d07-6b05-4466-a998-91b79181ffab | Q1 | I STREET ADVOCATES | 51753 | AMERICAN POSTAL WORKERS UNION | 2026 | first_quarter | RET | Support for the Federal Retirement Fairness Act H.R. 1522; Opposition to any attempt to take away or reduce the earned benefits and compensation of postal workers. | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2026-04-14T20:58:55-04:00 | |
| 3818662 | I STREET ADVOCATES 7d879c56-6a51-4960-adbb-80aef7c4c4b8 | Q1 | I STREET ADVOCATES | 51753 | NATIONAL RURAL LETTER CARRIERS ASSOCIATION (NRLCA) | 2026 | first_quarter | RET | ● Support for the Federal Retirement Fairness Act H.R. 1522 | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2026-04-14T21:22:01-04:00 | ||
| 3819947 | NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION 0b55dad3-7fff-4671-a7fc-3aeebacd0220 | Q1 | NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION | 28674 | NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION | 2026 | first_quarter | RET | The association monitors and reacts to policy concepts that may impact its ability to continue providing its high quality Retirement Security Plans to members, their employees, and the association staff at affordable rates and on reasonable terms and conditions. During the reporting period, no issues or introduced measures in this category were focused upon. | 110000 | 0 | 0 | 2026-04-15T15:00:45-04:00 | ||
| 3820447 | DUTKO GOVERNMENT RELATIONS 72d0898a-251b-4590-a16e-3cd30f5d80c7 | Q1 | DUTKO GOVERNMENT RELATIONS | 401109721 | ACCENTURE FEDERAL SERVICES LLC | 2026 | first_quarter | RET | Monitor IT Modernization at the Social Security Administration. Support language to accelerate IT modernization efforts at SSA | HOUSE OF REPRESENTATIVES,SENATE | 40000 | 0 | 0 | 2026-04-15T16:17:34-04:00 | |
| 3820658 | UNITE HERE! 1b48bfef-9503-45ad-a266-4a7e5a86a708 | Q1 | UNITE HERE! | 38984 | UNITE HERE! | 2026 | first_quarter | RET | Pensions | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE | 40000 | 0 | 0 | 2026-04-15T16:44:43-04:00 | |
| 3820783 | MUTCH GOVERNMENT RELATIONS 689b09a3-77f3-4a87-85ed-2da5cc0a144a | Q1 | MUTCH GOVERNMENT RELATIONS | 401105675 | PIKES PEAK AREA COUNCIL OF GOVERNMENTS | 2026 | first_quarter | RET | Renewal of the Older American Act | HOUSE OF REPRESENTATIVES,SENATE | 6000 | 0 | 0 | 2026-04-15T17:14:11-04:00 | |
| 3820899 | NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION (NRECA) 9cb90092-881c-45cc-b617-4abb42c24709 | Q1 | NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION (NRECA) | 28515 | NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION (NRECA) | 2026 | first_quarter | RET | - Draft retirement savings proposals impacting defined-benefit and defined-contribution plans | HOUSE OF REPRESENTATIVES,SENATE | 850000 | 0 | 0 | 2026-04-15T18:02:31-04:00 | |
| 3820940 | TRUCKER HUSS APC bb512606-bfb7-4223-a37c-2d173a3a5422 | Q1 | TRUCKER HUSS APC | 400537609 | WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND | 2026 | first_quarter | RET | Retirement | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of | 0 | 0 | 2026-04-15T18:19:57-04:00 | ||
| 3821275 | NATIONAL FEDERATION OF THE BLIND ee381224-0c4f-4970-95f3-80677eb055e6 | Q1 | NATIONAL FEDERATION OF THE BLIND | 401103561 | NATIONAL FEDERATION OF THE BLIND | 2026 | first_quarter | RET | Remove the earnings cliff for Social Security Disability Insurance recipients and replace it with a two-for-one phaseout. Blind Americans Return to Work Act. H.R. 1175. Eliminate the five-month waiting period associated with Social Security Disability Insurance. We Can't Wait Act of 2026. S. 3924. | HOUSE OF REPRESENTATIVES,SENATE,Social Security Administration (SSA) | 30000 | 0 | 0 | 2026-04-16T08:56:13-04:00 | |
| 3821453 | INTERNATIONAL ALLIANCE OF THEATRICAL STAGE EMPLOYEES bb6e275a-9133-4177-9d1f-8f16382f4fc3 | Q1 | INTERNATIONAL ALLIANCE OF THEATRICAL STAGE EMPLOYEES | 401105446 | INTERNATIONAL ALLIANCE OF THEATRICAL STAGE EMPLOYEES | 2026 | first_quarter | RET | Oppose the Giving Retirement Options to Workers Act | 135000 | 0 | 0 | 2026-04-16T10:40:58-04:00 | ||
| 3821578 | AZOA SERVICES CORP(ALLIANZ OF AMERICA) FORMERLY AZOA SERIVCES CORP/FIREMAN'S FUND(ALLIANZ OF AMERICA a666ae91-7fc4-45d3-a663-ae6b359bcb23 | Q1 | AZOA SERVICES CORP(ALLIANZ OF AMERICA) FORMERLY AZOA SERIVCES CORP/FIREMAN'S FUND(ALLIANZ OF AMERICA | 14611 | AZOA SERVICES CORP(ALLIANZ OF AMERICA) AND AFFILIATES | 2026 | first_quarter | RET | Department of Labor Retirement Security Rule. Regarding the Department of Labor's Financial Factors in Selecting Plan Investments, support changes to prevent the Department from requiring plan fiduciaries to select investments based solely on pecuniary factors and prohibiting consideration of Environmental, Societal, and Governmental factors. (No specific bills.) Implementation of H.R. 2954, the SECURE 2.0 Act | HOUSE OF REPRESENTATIVES,SENATE | 510000 | 0 | 0 | 2026-04-16T11:06:57-04:00 | |
| 3821604 | SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION 8f014c54-6909-4be7-a5a0-95cca38d9e80 | Q1 | SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION | 317914 | SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION | 2026 | first_quarter | RET | H.R. 20/S.852, Protecting the Right to Organize Act of 2025; H.R. 1013/S.424, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 6084 ERISA Litigation Reform Act; H.R. 8478, Empowering States to Protect Seniors from Bad Actors Act; S. 1526, the Retirement Savings for Americans Act; S. 4371, Empowering States to Protect Seniors from Bad Actors Act; S.5148/H.R. 9765, A bill to amend the Internal Revenue Code of 1986 to allow certain family caregivers to contribute to a Roth IRA; S. 5149/H.R. 9764, A bill to amend the Internal Revenue Code of 1986 to allow additional catch-up contributions for certain family caregivers; DOL Fiduciary Rule proposed rule on retirement security and related proposed changes to prohibited transaction exemptions including Qualified Professional Asset Manager; Retirement Security Rule: Definition of an Investment Advice Fiduciary (EBSA) and related exemptions; Issues relating to the preservation of private sector retirement system; Legislation to make technical corrections related to implementation of SECURE 2.0; ERISA fiduciary legislative proposals; Trump Accounts in Public Law 119-21. | Commodity Futures Trading Commission (CFTC),Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of | 1910000 | 0 | 0 | 2026-04-16T11:13:27-04:00 | |
| 3821933 | DAVID CARLUCCI CONSULTING 633c2acc-97b0-4e1f-8f78-b3818011029d | Q1 | DAVID CARLUCCI CONSULTING | 401106537 | PRIMACY STRATEGY GROUP ON BEHALF OF HEALTH&PENSION WORKS | 2026 | first_quarter | RET | Monitoring and outreach related to Multiemployer Pension Reform. | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2026-04-16T12:34:40-04:00 | |
| 3822115 | COVINGTON & BURLING LLP a4f212cc-ebc9-4050-a354-49fbd39f7c18 | Q1 | COVINGTON & BURLING LLP | 11195 | JOHN HANCOCK LIFE INSURANCE COMPANY (USA) (FKA JOHN HANCOCK FIN. SERVICES, INC.) | 2026 | first_quarter | RET | Retirement; long term care insurance; support H.R. 2547, Secure Family Futures Act; expand HSA eligibility for life-prolonging programs; encouraging OPM to save money by consolidating federal benefit programs administration. | HOUSE OF REPRESENTATIVES,Office of Personnel Management (OPM),SENATE | 60000 | 0 | 0 | 2026-04-16T13:28:29-04:00 | |
| 3822227 | CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. dd347385-6848-4e3f-bca4-41e03325d3c1 | Q1 | CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. | 400490409 | CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. | 2026 | first_quarter | RET | General retirement issues impacting personal finance | HOUSE OF REPRESENTATIVES,SENATE | 60000 | 0 | 0 | 2026-04-16T13:48:37-04:00 | |
| 3822244 | CORNERSTONE GOVERNMENT AFFAIRS, INC. 26339939-21ea-4dfe-8f02-a8863cfe4ee5 | Q1 | CORNERSTONE GOVERNMENT AFFAIRS, INC. | 75557 | BLACKROCK FUNDS SERVICES GROUP LLC | 2026 | first_quarter | RET | Issues affecting the asset management industry and retirement savings. | HOUSE OF REPRESENTATIVES,Treasury, Dept of,White House Office | 80000 | 0 | 0 | 2026-04-16T13:52:17-04:00 | |
| 3822279 | DAVIS & HARMAN LLP 4893288c-1871-40b6-a266-f59bbc5e7c3c | Q1 | DAVIS & HARMAN LLP | 11674 | AMERICAN BENEFITS COUNCIL | 2026 | first_quarter | RET | Proposals related to retirement plan enhancements. Proposals relating to defined benefit plans, including plan funding and multiemployer plan issues. Issues related to nonqualified deferred compensation. 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. Proposals related to environmental, social, and governance plan investments and proxy voting. Issues related to Qualified Professional Asset Managers. Issues related to cybersecurity in retirement plans. Proposals related to 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. Proposals related to electronic disclosure of information under ERISA, the Internal Revenue Code, and securities law. Issues related to Form 5500 filing and missing participants. Issues related to the use of brokerage windows in defined contribution plans. Proposals regarding pension risk transfers. Proposals to modify required minimum distribution rules. Proposals that would modify limits on retirement plan contributions. State-administered retirement plan initiatives. Annuitization with respect to defined contribution plans. Proposals that would consolidate various retirement and IRA types. Proposals regarding a retirement lost and found. Proposals related to savings accounts for emergencies. Issues related to paid family and medical leave. Issues regarding age 18 eligibility. Issues related to Roth catch-up contribution effective date. Issues related to Department of Labor's use of common interest agreements. Proposals related to retirement plan litigation. Proposals regarding retirement plan investments in private assets. Proposals regarding an annuity safe harbor. Proposals regarding the use of pen… | HOUSE OF REPRESENTATIVES,Pension Benefit Guaranty Corporation (PBGC),Pension & Welfare Benefits Administration,SENATE | 50000 | 0 | 0 | 2026-04-16T13:59:07-04:00 | |
| 3822293 | DAVIS & HARMAN LLP de74475c-14d1-43e4-acf4-e836319f52e3 | Q1 | DAVIS & HARMAN LLP | 11674 | BROKER/DEALER COORDINATION GROUP | 2026 | first_quarter | RET | Issues related to the effect of the Department of Labor's fiduciary definition regulation and coordination of such regulation with SEC broker/dealer standard of care. Legislative proposals to address the fiduciary issue or the SEC standard of care. State fiduciary rules. | HOUSE OF REPRESENTATIVES,Pension & Welfare Benefits Administration,SENATE | 20000 | 0 | 0 | 2026-04-16T14:02:31-04:00 | |
| 3822347 | DAVIS & HARMAN LLP 4fdd2794-ee03-465b-944d-33784b30e502 | Q1 | DAVIS & HARMAN LLP | 11674 | EDWARD JONES INVESTMENTS | 2026 | first_quarter | RET | Proposals related to small business retirement issues and retirement savings issues. Issues related to automatic reenrollment. Partnership tax issues. Required minimum distribution issues. Proposals to assist caregivers. Issues regarding age 18 eligibility. Lifetime income proposals. Proposals relating to qualified charitable distributions. Issues related to Senate Committee hearing, "The Future of Retirement." Technical Corrections to SECURE 2.0 Act of 2022. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. (118th Congress) H.R. 9765/S. 5148, Improving Retirement Security for Family Caregivers Act. (118th Congress) H.R. 9764/S. 5149, Catching Up Family Caregivers Act. (118th Congress) S. 1831, Auto Reenroll Act. S. 1707, Helping Young Americans Save for Retirement Act. H.R. 4718, Helping Young Americans Save for Retirement Act. H.R.2891, IRA Charitable Rollover Facilitation and Enhancement Act of 2025. S.3975, IRA Charitable Rollover Facilitation and Enhancement Act of 2026. | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2026-04-16T14:14:56-04:00 | |
| 3822357 | DAVIS & HARMAN LLP 67e6014c-cde3-42b0-9056-c11bc5934c2f | Q1 | DAVIS & HARMAN LLP | 11674 | FMR LLC | 2026 | first_quarter | RET | Proposals to expand retirement plan coverage and adequacy, including proposals to reform the multiple employer plan rules. Proposals related to creating of new qualified retirement plans for small business. Work related to brokerage window investments. Proposals related to electronic disclosure of information under ERISA, the Internal Revenue Code, and securities law. Proposals related to remittance taxes. Issues related to policy discussions with Pontera. S. 1222/H.R. 2544, Financial Freedom Act. Technical Corrections to SECURE 2.0 Act of 2022. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. (118th Congress) S. 1831, Auto Reenroll Act. H.R. 1, to provide for reconciliation pursuant to title II of H. Con. Res. 14. | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2026-04-16T14:16:41-04:00 | ||
| 3822378 | DAVIS & HARMAN LLP 058a84e3-0443-436d-b131-a37c8f3e55b9 | Q1 | DAVIS & HARMAN LLP | 11674 | LINCOLN NATIONAL CORPORATION | 2026 | first_quarter | RET | Comprehensive pension and retirement savings legislation. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Proposals to reform 403(b) plan investments. Issues related to lifetime income proposals. Issues related to disclosure of longevity risk. Proposals regarding an annuity safe harbor. Technical Corrections to SECURE 2.0 Act of 2022. | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2026-04-16T14:21:27-04:00 | |
| 3822435 | DAVIS & HARMAN LLP 6b5f3d38-2de8-4f5b-940e-bdbd3346115a | Q1 | DAVIS & HARMAN LLP | 11674 | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | 2026 | first_quarter | RET | Issues related to tax incentives for retirement savings. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Issues related to lifetime income. Issues related to the tax treatment of retirement plans, IRAs, and annuity products. Issues related to pension risk transfers. | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2026-04-16T14:29:17-04:00 | ||
| 3822450 | DAVIS & HARMAN LLP 4f78d00f-ecc6-44f3-9967-0157e9084ead | Q1 | DAVIS & HARMAN LLP | 11674 | WILLIS NORTH AMERICA INC | 2026 | first_quarter | RET | Issues related to tax incentives for retirement savings. Treatment of pooled-employer plans. Technical Corrections to SECURE 2.0 Act of 2022. | HOUSE OF REPRESENTATIVES,Pension Benefit Guaranty Corporation (PBGC),SENATE | 0 | 0 | 2026-04-16T14:30:51-04:00 | ||
| 3822476 | DAVIS & HARMAN LLP ce5d6359-7478-40ba-ba29-42382f9f2436 | Q1 | DAVIS & HARMAN LLP | 11674 | STATE STREET BANK AND TRUST CO. | 2026 | first_quarter | RET | Issues related to expanding retirement coverage and adequacy, facilitating retirement income, and increasing retirement security. Issues related to Qualified Professional Asset Managers. Issues related to qualifying longevity annuity contracts. Proposals to reform the multiple employer plan rules. Issues related to default annuitization. Issues related to 403(b) investments. Annuity tax credits. Issues relating to disclosure of longevity risk. Proposals regarding electronic rollovers. Technical Corrections to SECURE 2.0 Act of 2022. S. 1831, Auto Reenroll Act. H.R. 4718/S. 1707, Helping Young Americans Save for Retirement Act. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. (118th Congress) H.R. 6722, Automatic IRA Act of 2024. | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2026-04-16T14:34:35-04:00 | |
| 3822523 | DAVIS & HARMAN LLP 2091f574-d066-4166-8273-fc28535bb441 | Q1 | DAVIS & HARMAN LLP | 11674 | NATIONAL RURAL ELECTRIC COOPERATIVE ASSN | 2026 | first_quarter | RET | Proposals related to PBGC premiums. Proposals to facilitate new growth of pension plans. Proposals related to employee tax credit for employer retirement contributions. Proposals regarding surplus pension assets. Proposals related to automatic enrollment. H.R. 3596, Rightsizing Pension Premiums Act (115th Congress). H.R.6738, Retirement Tax Credit Parity for Cooperatives and Charities Act (117th Congress). S. 2003, Strengthening Benefit Plans Act. | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2026-04-16T14:37:46-04:00 | |
| 3822554 | DAVIS & HARMAN LLP 7c5b11f7-51a9-4e42-a1ec-7c6a58fb3b0c | Q1 | DAVIS & HARMAN LLP | 11674 | NATIONWIDE INSURANCE COMPANIES | 2026 | first_quarter | RET | Proposals to expand retirement plan coverage and adequacy, including proposals to reform the multiple employer plan rules. Proposals related to creation of new qualified retirement plans for small business. Proposals related to 401(h) surplus. Proposals that would consolidate various retirement and IRA types. Proposals to reform 403(b) plan investments. Proposals related to electronic disclosure of information under ERISA, the Internal Revenue Code, and securities law. Proposals related to ETFs and variable annuities. Proposals related to lifetime income. Proposals related to PBGC premiums. Technical Corrections to SECURE 2.0 Act. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. (118th Congress) H.R. 6722, Auto IRA Act S. 1707, Helping Young Americans Save for Retirement Act. S. 1831, Auto Reenroll Act. | HOUSE OF REPRESENTATIVES,Pension Benefit Guaranty Corporation (PBGC),SENATE | 0 | 0 | 2026-04-16T14:42:20-04:00 | ||
| 3822597 | RICH FEUER ANDERSON 34e6dc59-7f84-4c69-a6aa-4c5a10073737 | Q1 | RICH FEUER ANDERSON | 84775 | MISSIONSQUARE RETIREMENT | 2026 | first_quarter | RET | Proposals related to retirement and retiree health savings and collective investment trusts. | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2026-04-16T14:49:38-04:00 | |
| 3822613 | DAVIS & HARMAN LLP 523f730b-a9b1-476a-ac6e-a8847f3bbac8 | Q1 | DAVIS & HARMAN LLP | 11674 | EMPOWER RETIREMENT LLC | 2026 | first_quarter | RET | Proposals related to retirement plan enhancements. Tax incentives for retirement savings. Issues related to artificial intelligence. Proposals to reform 403(b) plan investments. Proposals regarding retirement plan investments in private assets. Issues related to the Department of Labor's proposed rule "Fiduciary Duties in Selecting Designated Investment Alternatives." H.R. 6722, Automatic IRA Act of 2024. S. 1707, Helping Young Americans Save for Retirement Act. S. 1831, Auto Reenroll Act. H.R.9765/S. 5148, Improving Retirement Security for Family Caregivers Act. (118th Congress) H.R.9764/S. 5149, Catching Up Family Caregivers Act. (118th Congress) | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2026-04-16T14:51:40-04:00 | ||
| 3822622 | DAVIS & HARMAN LLP 689f3fa6-3bec-4ff6-922d-0fc0f2a261e0 | Q1 | DAVIS & HARMAN LLP | 11674 | TRANSAMERICA LIFE INSURANCE COMPANY | 2026 | first_quarter | RET | Proposals related to retirement plans for small business. Proposals to reform the multiple employer plan rules. Proposals related to electronic disclosure. Proposals that would consolidate various retirement and IRA types. Issues related to audits of groups of plans. Proposals to reform 403(b) plan investments. Issues regarding age 18 eligibility. Proposals related to gig workers. Technical Corrections to SECURE 2.0 Act of 2022. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. (118th Congress) H.R. 6722, Automatic IRA Act. S. 1707, Helping Young Americans Save for Retirement Act. S. 1831, Auto Reenroll Act. S. 2210, Unlocking Benefits for Independent Workers Act. S. 2217, Independent Retirement Fairness Act. S. 2228, Modern Worker Empowerment Act. H.R.9765/S. 5148, Improving Retirement Security for Family Caregivers Act. (118th Congress) H.R.9764/S. 5149, Catching Up Family Caregivers Act. (118th Congress) | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2026-04-16T14:54:09-04:00 | ||
| 3822778 | CAPITOL CITY GROUP, LTD. ede6eea5-a6b5-401a-b8ce-812e9b87d4e9 | Q1 | CAPITOL CITY GROUP, LTD. | 52903 | ASCENSUS, INC. | 2026 | first_quarter | RET | legislation and issues relative to retirement and pensions; secured choice 2.0 and 3.0; 401K's, IRAs, health savings accounts, state sponsored retirement programs. . S.26 A bill to exclude locality adjustments from average pay for purposes of computing the amount of retirement annuities of new employees; H.R.2023 S988 Women's Retirement Protection Act; H.R.1522 Federal Retirement Fairness Act; H.R.2089 Generating Retirement Ownership through Long-Term Holding; S.Res.76 Resolution authorizing expenditures by the Committee on Health, Education, Labor and Pensions; H.R.1895 Delphi Retirees Pension Restoration Act; S.2217 A bill Independent Retirement Fairness Act | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2026-04-16T15:15:06-04:00 | |
| 3823112 | VENABLE LLP d8c794c5-d9be-4fbf-b48a-33968ff97c5d | Q1 | VENABLE LLP | 39941 | ASSOCIATION OF FOOD AND DAIRY RETAILERS, WHOLESALERS AND MANUFACTURERS | 2026 | first_quarter | RET | Implementation guidance related to the multiemployer funding provisions enacted in P.L. No. 117-2, the American Rescue Plan Act of 2021, and potential reform concepts for the multiemployer pension system. | HOUSE OF REPRESENTATIVES,Pension Benefit Guaranty Corporation (PBGC),SENATE | 70000 | 0 | 0 | 2026-04-16T16:14:55-04:00 | |
| 3823172 | AMERICAN BENEFITS COUNCIL ff6da62d-0908-482c-b5cd-8a7750c2a052 | Q1 | AMERICAN BENEFITS COUNCIL | 4675 | AMERICAN BENEFITS COUNCIL | 2026 | first_quarter | RET | ERISA preemption Oversight of EBSA programs - EBSA Investigations Transparency Act (2869); Transparency for Secret Litigation Agreements (HR 2958) Alternative investments in qualified retirement plans Pooled Employer Plans Collective investment trusts (CITs) and insurance company separate accounts HR 1013 and HR 3383 ERISA Litigation Reform Act (HR 6084) Limited Scope Audit Prohibited Transaction Exemption (PTE) 77-4 INSIGHT Act (Sen. Banks) Pension Benefit Guaranty Corporation single-employer premiums Market Based Cash Balance Plans Age of participation in retirement plans reduced from 21 to 18 (HR 4718 / S. 1707) Permitting optional re-enrollment, S. 1831 Defined Benefit Pension Plans (DBs), retiree health accounts, IRC sec. 401(h) limited access to surplus, S. 2003 Child Saving Accounts (IRC sec. 530A, Trump Accounts) Retire Through Ownership Act, HR 5160 / S. 2403 | HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of | 230000 | 0 | 0 | 2026-04-16T16:25:05-04:00 | |
| 3823577 | INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS fbc083cf-01d5-4eeb-a41f-c6df9688f204 | Q1 | INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS | 19822 | INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS | 2026 | first_quarter | RET | The IBEW lobbied on the Protecting Prudent Investment of Retirement Savings Act (H.R. 2988), Digital Asset Market Clarity Act of 2025 (H.R. 3633), the GENIUS Act (S. 1582), and monitored legislative proposals seeking to annuitize defined-contribution employer retirement plans, which could impact IBEW members' retirement investments. | HOUSE OF REPRESENTATIVES,SENATE | 157860 | 0 | 0 | 2026-04-16T18:35:28-04:00 | |
| 3823710 | MISSY EDWARDS STRATEGIES, LLC 63bba4fb-ec05-444b-b5aa-fe412137e094 | Q1 | MISSY EDWARDS STRATEGIES, LLC | 400547641 | NCCMP | 2026 | first_quarter | RET | Monitor issues related to reforms of pension plans | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2026-04-16T20:39:25-04:00 | ||
| 3824319 | S-3 GROUP ae7a0bb8-c4e8-4665-8d67-9df2ff21238b | Q1 | S-3 GROUP | 400774330 | AIR LINE PILOTS ASSOCIATION | 2026 | first_quarter | RET | Issues involving mandatory retirement age for pilots | HOUSE OF REPRESENTATIVES,SENATE | 60000 | 0 | 0 | 2026-04-17T09:15:37-04:00 | |
| 3824502 | S-3 GROUP 6dc0c1d5-1f24-47c5-b769-c00478d971f0 | Q1 | S-3 GROUP | 400774330 | BRIGHTHOUSE SERVICES LLC | 2026 | first_quarter | RET | General issues related to retirement planning, including annuities and life insurance; taxation; cybersecurity; and consumer privacy | HOUSE OF REPRESENTATIVES,SENATE | 50000 | 0 | 0 | 2026-04-17T09:43:15-04:00 | |
| 3824825 | DYKEMA GOSSETT PLLC 70201539-d86c-4a36-851d-f1b290bd2eac | Q1 | DYKEMA GOSSETT PLLC | 12915 | THE ERISA INDUSTRY COMMITTEE | 2026 | first_quarter | RET | Paid leave issues Emergency savings Single-employer defined benefit issues Retirement plan disclosures Retirement plan investment requirements, options, duties, and related issues Retirement plan contribution flexibility Retirement savings tax issues Modernizing retirement plan administration Retirement plan recordkeeping issues PBGC premiums SECURE 2.0 Act Multiemployer pensions Litigation and enforcement affecting benefit plans Proposals to change capital holding requirements for banks Retirement plan coverage | HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of | 20000 | 0 | 0 | 2026-04-17T10:19:39-04:00 | |
| 3824969 | BUILDING AND CONSTRUCTION TRADES DEPT., AFL-CIO b8c6751f-32c8-438b-b138-cfd3b964b2b1 | Q1 | BUILDING AND CONSTRUCTION TRADES DEPT., AFL-CIO | 7383 | BUILDING AND CONSTRUCTION TRADES DEPT AFL-CIO | 2026 | first_quarter | RET | No bill number. Lobbied on the impact of cryptocurrency on multiemployer health and welfare plans. No bill number. Lobbied on pension and health care issues impacting construction workers. | HOUSE OF REPRESENTATIVES,SENATE | 250000 | 0 | 0 | 2026-04-17T10:30:14-04:00 | |
| 3825030 | MISSIONSQUARE RETIREMENT 64867d9c-5bf2-4b9e-bcf8-df4561b3c5c6 | Q1 | MISSIONSQUARE RETIREMENT | 401106438 | MISSIONSQUARE RETIREMENT | 2026 | first_quarter | RET | Proposals related to retirement, employee benefit plan investments and administration, retiree health savings and collective investment trusts. Proposals related to 403(b) and governmental 457(b) plans. Issues related to tax incentives for retirement savings. Expansion of investment options for 403(b) plans. Issues related to implementation of SECURE 2.0. Issues related to employee benefit plan administration, including default investments Issues related to providing alternative assets in retirement plans | HOUSE OF REPRESENTATIVES,SENATE | 90000 | 0 | 0 | 2026-04-17T10:34:36-04:00 | |
| 3825146 | WILLIAMS AND JENSEN, PLLC f76e0b2e-3dac-4ab0-87b7-6493cf9352c1 | Q1 | WILLIAMS AND JENSEN, PLLC | 41454 | INDEXED ANNUITY LEADERSHIP COUNCIL | 2026 | first_quarter | RET | Fixed Indexed Annuities. DOL Fiduciary Rule. | Labor, Dept of (DOL),White House Office | 10000 | 0 | 0 | 2026-04-17T10:43:40-04:00 | |
| 3825576 | VAN SCOYOC ASSOCIATES ed12c597-ce69-45f9-ac2c-bbe870b3fedb | Q1 | VAN SCOYOC ASSOCIATES | 39837 | PAYCHEX | 2026 | first_quarter | RET | H.R.5891/S.1840, Retirement Investment in Small Employers Act, Entirety Monitor Public Law 117-328, Consolidated Appropriations Act, 2023, Retirement implementation related issues (SECURE 2.0) | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2026-04-17T11:20:25-04:00 | |
| 3825648 | WILLIAMS AND JENSEN, PLLC 1afcfefc-4ca6-4d58-a3e8-c0d556acaa46 | Q1 | WILLIAMS AND JENSEN, PLLC | 41454 | THE VANGUARD GROUP, INC. | 2026 | first_quarter | RET | Retirement and savings issues, generally. | HOUSE OF REPRESENTATIVES,SENATE | 60000 | 0 | 0 | 2026-04-17T11:26:37-04:00 | |
| 3825693 | WILLIAMS AND JENSEN, PLLC 41219184-ca10-4f49-869b-a4313ac8e48c | Q1 | WILLIAMS AND JENSEN, PLLC | 41454 | CALIFORNIA STATE TEACHERS' RETIREMENT SYSTEM | 2026 | first_quarter | RET | Legislation related to Social Security. | HOUSE OF REPRESENTATIVES,SENATE | 100000 | 0 | 0 | 2026-04-17T11:31:31-04:00 | |
| 3825700 | WILLIAMS AND JENSEN, PLLC 8ffb1e6e-4bd0-4968-9592-9cc78b828a9a | Q1 | WILLIAMS AND JENSEN, PLLC | 41454 | DEFINED BENEFIT RETIREMENT PROTECTION FUND, INC. | 2026 | first_quarter | RET | Legislation affecting WEP and GPO under the Social Security Program. | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2026-04-17T11:32:34-04:00 | ||
| 3825718 | PRINCIPAL FINANCIAL GROUP 90f9cc2a-4743-4168-8e1f-1f5641e58cc2 | Q1 | PRINCIPAL FINANCIAL GROUP | 32178 | PRINCIPAL FINANCIAL GROUP | 2026 | first_quarter | RET | S.1831 - Auto Reenroll Act - This bill allows plan sponsors to automatically reenroll non-participating employees into their employer-sponsored retirement plans at least once every three years. S.1707 - Helping Young Americans Save Act - This bill lowers the age required for retirement plan eligibility to 18 (from 21). S.1728 - Employee Ownership Representation Act - This bill adds two representatives of ESOP organizations to the ERISA Advisory Council. S.1645 - American Ownership and Resilience Act - This bill proposes a new zero-subsidy investment facility within Commerce to provide loan guarantees for private investment funds focused on supporting employee ownership transitions at small and mid-size businesses. S.1840 - Retirement Investment in Small Employers Act - This bill would raise the minimum tax credit that small businesses with fewer than 10 employees can receive when establishing a retirement plan from a minimum threshold of $500 to $2,500. S.2210- Unlocking Benefits for Independent Workers Act - This bill would create a safe harbor under federal law for companies that would like to voluntarily provide access to benefits to contractors. S.2217 - Independent Retirement Fairness Act - This bill would permit contractors to participate in retirement benefit plans like a single pension IRA and pooled employer plans, while insulating companies from being treated as an employer. H.R.2696 / S.1526 - Retirement Savings for Americans Act - This bill would create a federally-run defined contribution plan for private sector workers who lack access to or are ineligible for a workplace retirement plan from their employers. H.R.2988 - Protecting Prudent Investment of Retirement Savings Act - This bill requires retirement plan fiduciaries to prioritize maximizing returns rather than political or social impact via environmental, social, and governance factors. S. TBD- Leveraging Investment and Broadened Employee Retirement Today Act (LIBERTY Act): This bill amends the Employee Retirement Income Security Act of 1974 t… | HOUSE OF REPRESENTATIVES,SENATE | 970000 | 0 | 0 | 2026-04-17T11:35:09-04:00 | |
| 3825735 | WILLIAMS AND JENSEN, PLLC bc7f507f-b2b4-4394-a2d5-b07cdfe5f875 | Q1 | WILLIAMS AND JENSEN, PLLC | 41454 | HOUSTON FIREFIGHTERS RELIEF AND RETIREMENT FUND | 2026 | first_quarter | RET | Legislation related to Social Security. | HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of | 30000 | 0 | 0 | 2026-04-17T11:37:14-04:00 |
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CREATE TABLE lobbying_activities (
id INTEGER PRIMARY KEY,
filing_uuid TEXT NOT NULL,
filing_type TEXT NOT NULL,
registrant_name TEXT NOT NULL,
registrant_id INTEGER,
client_name TEXT NOT NULL,
filing_year INTEGER NOT NULL,
filing_period TEXT NOT NULL,
issue_code TEXT,
specific_issues TEXT,
government_entities TEXT,
income_amount INTEGER,
expense_amount INTEGER,
is_no_activity INTEGER DEFAULT 0,
is_termination INTEGER DEFAULT 0,
received_date TEXT,
CONSTRAINT fk_activity_filing FOREIGN KEY (filing_uuid)
REFERENCES lobbying_filings_raw(filing_uuid)
);
CREATE INDEX idx_act_client_name ON lobbying_activities(client_name COLLATE NOCASE);
CREATE INDEX idx_act_issue_code ON lobbying_activities(issue_code);
CREATE INDEX idx_act_filing_year ON lobbying_activities(filing_year);
CREATE INDEX idx_act_filing_uuid ON lobbying_activities(filing_uuid);