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lobbying_activities

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

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);
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