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

246 rows where filing_period = "fourth_quarter", filing_year = 2011 and issue_code = "RET" sorted by filing_year descending

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issue_code 1

  • RET · 246 ✖

filing_year 1

  • 2011 · 246 ✖

filing_period 1

  • fourth_quarter · 246 ✖
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
1181241 DAVID FUNDERBURK ab26365c-3ae1-4b6c-8da0-c3be43bda436 Q4 DAVID FUNDERBURK 43491 TREA SENIORCITIZENS LEAGUE 2011 fourth_quarter RET Social Security Notch Reform: H.R. 1001, H.R. 239, and S. 118; Social Security COLA Consumer Price Index for the Elderly (CPI-E) and Social Security Fairness: H.R. 456, H.R. 798, H.R. 776, H.R. 1086, H.R. 2590, H.R. 2711 and S. 1876; U.S.-Mexico Totalization & No Social Security for Unauthorized Work: H.R. 787, H.R. 148, S. 95 and S. 181; Social Security Protection: H.R. 1052, H.R. 219, H.Con.Res. 72 and S. 123; Social Security Reform: H.R. 1332, H.R. 2797, H.R. 3348 and S. 2010 HOUSE OF REPRESENTATIVES,SENATE 40000   0 0 2012-01-03T11:54:29-05:00
1181257 TREA SENIOR CITIZENS LEAGUE 3d04f214-84ba-4d06-a440-fba670b4e4cf Q4 TREA SENIOR CITIZENS LEAGUE 38426 TREA SENIOR CITIZENS LEAGUE 2011 fourth_quarter RET Social Security Notch Reform: H.R. 1001 and H.R. 239 and S. 118, Consumer Price Index for the Elderly: H.R. 456 and H.R. 798 and H.R. 776 and H.R. 1086 and H.R. 2590 and H.R. 2711 and S. 1876, Anti U.S. Mexico-Totalization/No Social Security for Illegal Work: H.R. 787 and H.R. 148 and S. 95 and S. 181, Social Security Protection: H.R. 1052 and H.R. 219 and H.R. 796 and H.R. 1118 and H.CON.RES. 72 and S. 123 and S. 582, Social Security Reform: H.R. 1332 and H.R. 2797 and H.R. 3348 and S. 2010 HOUSE OF REPRESENTATIVES,SENATE   40000 0 0 2012-01-03T12:22:34-05:00
1181346 NATIONAL LEAGUE OF POSTMASTERS 269539f5-f696-4784-bdbc-fee8d7bedbeb Q4 NATIONAL LEAGUE OF POSTMASTERS 69297 NATIONAL LEAGUE OF POSTMASTERS 2011 fourth_quarter RET Federal Retirement and other general benefit issues. HOUSE OF REPRESENTATIVES,Postal Regulatory Commission,SENATE,U.S. Postal Service (USPS)   20000 0 0 2012-01-03T14:34:13-05:00
1181962 NATIONAL FRATERNAL ORDER OF POLICE 24ca60e6-4e70-4edf-8296-0d13faed0af8 Q4 NATIONAL FRATERNAL ORDER OF POLICE 27866 NATIONAL FRATERNAL ORDER OF POLICE 2011 fourth_quarter RET H.R. 327/S. 985, the Law Enforcement Officers Equity Act, would provide 6 (c) benefits to approximately 30,000 Federal law enforcement officers who currently do not have them; and H.R. 567/S. 347, the "Public Employee Pension Transparency Act," which would undermine existing pension systems for public employees; and H.R. 3561, the Small Business Pension Promotion Act, which would ensure that existing public retirement plans which use years of service to establish a normal retirement date will be able to continue this practice without penalty and without jeopardizing the retirement plans and benefits. Federal Communications Commission (FCC),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Interior, Dept of (DOI),Justice, Dept of (DOJ),SENATE,White House Office   55000 0 0 2012-01-05T13:21:58-05:00
1182112 FLEET RESERVE ASSOCIATION 8ebaac80-13e0-4b21-9235-faf33406b8d7 Q4 FLEET RESERVE ASSOCIATION 14781 FLEET RESERVE ASSOCIATION 2011 fourth_quarter RET S. 344, Retired Pay Restoration; HR 303, Concurrent Reciept; HR 333, Comprehensive Concurrent Receipt; HR 181, Early Retirement for Reservists; HR 178, Repeal SBP/DIC offset; HR 493, Final Month Pay; HR 186, Concurrent Receipt. Defense, Dept of (DOD),Defense Finance & Accounting Service (DFAS),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,SENATE,Veterans Affairs, Dept of (VA)   140000 0 0 2012-01-06T11:00:23-05:00
1182230 ALLIANCE FOR RETIRED AMERICANS 41666e49-4728-4b73-9c23-4da5247b5bc9 Q4 ALLIANCE FOR RETIRED AMERICANS 67238 ALLIANCE FOR RETIRED AMERICANS 2011 fourth_quarter RET 1. Social Security, potential impact from the deliberations of the Joint Select Committee on Deficit Reduction 2. H.R. 539, Preserving Our Promise to Seniors Act, entire bill 3. S. 1876, Consumer Price Index for Elderly Consumers Act, entire bill 4. Appointments to the Pension Benefit Guaranty Corporation Advisory Committee Executive Office of the President (EOP),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE   60000 0 0 2012-01-06T14:45:08-05:00
1182420 LEDGE COUNSEL, INC. 07da88a6-626e-470d-9ac1-8ac567c13196 Q4 LEDGE COUNSEL, INC. 22438 NATIONAL ACTIVE AND RETIRED FEDERAL EMPLOYEES ASSOCIATION 2011 fourth_quarter RET Civil Service Retirement Federal Retirement Thrift Investment Board,HOUSE OF REPRESENTATIVES,Office of Management & Budget (OMB),Office of Personnel Management (OPM),President of the U.S.,SENATE 30000   0 0 2012-01-07T18:19:39-05:00
1182675 INTERNATIONAL UNION OF POLICE ASSOCIATIONS, AFL-CIO 7a4f6bdd-8dda-4006-bdcb-d8c4ec412ca3 Q4 INTERNATIONAL UNION OF POLICE ASSOCIATIONS, AFL-CIO 50400 INTERNATIONAL UNION OF POLICE ASSOCIATIONS AFL-CIO 2011 fourth_quarter RET S2010 HOUSE OF REPRESENTATIVES,SENATE   20000 0 0 2012-01-09T13:50:14-05:00
1182885 AZOA SERVICES CORP(ALLIANZ OF AMERICA) FORMERLY AZOA SERIVCES CORP/FIREMAN'S FUND(ALLIANZ OF AMERICA c9b0ff4a-8ae2-4eda-adc8-335ef4037268 Q4 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 2011 fourth_quarter RET 401 (k) fee disclosure: Track Department of Labor rulemaking regarding 401 (k) fee disclosure. Lifetime Income Disclosure Act: Follow introduction and lobby for legislation that would required 401 (k) plan participants an annual statement projecting the monthly income that would be generated if the account balance were amortized as retirement. This is H.R. 677 in the House and S.267 in the Senate. Argue against possible changes to the tax treatment of life insurance products by the "Super Committee" tasked with long-term deficit reduction or comprehensive tax reform to be undertaken next year. Commodity Futures Trading Commission (CFTC),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Risk Management Agency,Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of   640000 0 0 2012-01-10T09:37:27-05:00
1182904 PLAN SPONSOR COUNCIL OF AMERICA FKA PROFIT SHARING/401K COUNCIL OF AMERICA 7ebb392f-57c2-434b-96b6-e103dc1e7563 Q4 PLAN SPONSOR COUNCIL OF AMERICA FKA PROFIT SHARING/401K COUNCIL OF AMERICA 32293 PLAN SPONSOR COUNCIL OF AMERICA FKA PROFIT SHARING/401K COUNCIL OF AMERICA 2011 fourth_quarter RET LEGISLATION AFFECTING PROFIT SHARING AND 401(K) PLANS. HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of   80000 0 0 2012-01-10T09:58:35-05:00
1182910 VENABLE LLP 067426cc-71c1-4fdf-9da0-1b34023296a3 Q4 VENABLE LLP 39941 HOSPITAL FOR SPECIAL SURGERY 2011 fourth_quarter RET Monitoring congressional activity related to pensions and the Pension Protection Act HOUSE OF REPRESENTATIVES,SENATE 40000   0 0 2012-01-10T10:01:40-05:00
1183015 VENABLE LLP 1a5f73a1-2b8f-4f75-bcd5-ec5f9f04cd1b Q4 VENABLE LLP 39941 ASSOCIATION OF FOOD AND DAIRY RETAILERS, WHOLESALERS AND MANUFACTURERS 2011 fourth_quarter RET Legislation that would impact funding rules applicable to multiemployer pension plans. HOUSE OF REPRESENTATIVES,SENATE 50000   0 0 2012-01-10T11:55:38-05:00
1183101 CAPITAL CONCEPTS 2a65b8da-142e-4f9d-ab60-27d1fd7da38d Q4 CAPITAL CONCEPTS 8065 SAVINGS COALITION OF AMERICA 2011 fourth_quarter RET Support enhancing proposals in President's Budget on minimum distributions and permitting 60-day rollover of inherited assets from defined contribution accounts or IRAs for surviving non-spouse beneficiaries       0 0 2012-01-10T13:29:24-05:00
1183103 THE SAVINGS COALITION OF AMERICA 5e25e2f0-1ff2-405f-a709-08204a04f5c8 Q4 THE SAVINGS COALITION OF AMERICA 34433 SAVINGS COALITION OF AMERICA 2011 fourth_quarter RET Support enhancing proposals in the President's Budget on required minimum distributions and permitting 60-day rollover of inherited assets from defined contribition plans or IRAs for surviving non-spouse beneficiaries       0 0 2012-01-10T13:40:26-05:00
1183132 FORSCEY, PLLC 620f3f33-3ff0-4950-a18f-b1753ea6f934 Q4 FORSCEY, PLLC 52880 BITUMINOUS COAL OPERATORS ASSOCIATION 2011 fourth_quarter RET Monitor proposed amendments to the Pension Protection Act of 2006 and proposals to provide PBGC with a risk related premium; and H.R. 1365, the Coal Accountability and Retired Employee Act of 2011 or CARE Act. HOUSE OF REPRESENTATIVES,SENATE 40000   0 0 2012-01-10T14:25:48-05:00
1183136 FORSCEY, PLLC 1eafb2a8-c403-4003-9f91-88e7cd1a0a68 Q4 FORSCEY, PLLC 52880 CONSOL ENERGY INC 2011 fourth_quarter RET Monitor proposed amendments to the Pension Protection Act of 2006 and proposals to provide PBGC with a risk related premium; and H.R. 1365, the Coal Accountability and Retired Employee Act of 2011 or CARE Act. HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2012-01-10T14:28:49-05:00
1183460 UPS (UNITED PARCEL SERVICE) 7603c216-f2e3-435f-a7aa-72d74cc5afab Q4 UPS (UNITED PARCEL SERVICE) 39223 UPS (UNITED PARCEL SERVICE) 2011 fourth_quarter RET Multi-employer and Single Employer Pension Reform Commerce, Dept of (DOC),Defense, Dept of (DOD),Energy, Dept of,Federal Aviation Administration (FAA),Food & Drug Administration (FDA),Health & Human Services, Dept of (HHS),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),Postal Regulatory Commission,SENATE,State, Dept of (DOS),Transportation, Dept of (DOT),Transportation Security Administration (TSA),Treasury, Dept of,U.S. Customs & Border Protection,U.S. Trade Representative (USTR),White House Office   1046921 0 0 2012-01-11T10:50:34-05:00
1183476 BITUMINOUS COAL OPERATORS' ASSOCIATION, INC. 79281a27-fbf8-48ab-825d-1022af67e66a Q4 BITUMINOUS COAL OPERATORS' ASSOCIATION, INC. 310494 BITUMINOUS COAL OPERATORS' ASSOCIATION, INC. 2011 fourth_quarter RET Monitor proposed amendments to the Pension Protection Act of 2006 and proposals to provide PBGC with a risk related premium; and H.R. 1365, the Coal Accountability and Retired Employee Act of 2011 or CARE Act. HOUSE OF REPRESENTATIVES,SENATE   105923 0 0 2012-01-11T11:07:43-05:00
1183696 FINANCIAL EXECUTIVES INTERNATIONAL 24151ce5-3f8c-4145-ac91-8c0e34236fb6 Q4 FINANCIAL EXECUTIVES INTERNATIONAL 14520 FINANCIAL EXECUTIVES INTERNATIONAL 2011 fourth_quarter RET Defined Benefit & Defined Contribution Plans, Pension Harmonization, Retirement Plans in Tax Reform debate, Pension Benefit Guarantee Corporation premium increases, hedging pension plan risk with swaps. Commodity Futures Trading Commission (CFTC),Defense, Dept of (DOD),Federal Deposit Insurance Corporation (FDIC),Federal Reserve System,HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Office of Management & Budget (OMB),Pension Benefit Guaranty Corporation (PBGC),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of   70000 0 0 2012-01-11T15:15:21-05:00
1184096 AK STEEL HOLDING CORPORATION 93d8715f-bf7b-4c6c-81b8-ab4e8de08bd8 Q4 AK STEEL HOLDING CORPORATION 400326536 AK STEEL HOLDING CORPORATION 2011 fourth_quarter RET Pension funding HOUSE OF REPRESENTATIVES,SENATE   116606 0 0 2012-01-12T11:49:32-05:00
1184402 ASSOCIATION FOR FINANCIAL PROFESSIONALS cb92f6e7-b685-4acb-889d-88038d09e4fa Q4 ASSOCIATION FOR FINANCIAL PROFESSIONALS 38437 ASSOCIATION FOR FINANCIAL PROFESSIONALS 2011 fourth_quarter RET Plan Funding, Retirement Plan Investments, Disclosure and Fiduciary Issues, Prohibited Transactions, Corporate Governance, Defined Contribution Plan Issues, Defined Contribution Advice, Defined Benefit Plan Temporary Funding Relief, Defined Contribution Fee Disclosure, Defined Benefit and Defined Contribution Plan Use of Derivatives, Stable Value Issues, Dodd-Frank. Commodity Futures Trading Commission (CFTC),Executive Office of the President (EOP),Federal Accounting Standards Advisory Board (FASAB),Federal Deposit Insurance Corporation (FDIC),Federal Reserve System,Federal Trade Commission (FTC),Government Accountability Office (GAO),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Justice, Dept of (DOJ),Labor, Dept of (DOL),Natl Economic Council (NEC),Pension Benefit Guaranty Corporation (PBGC),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of   6250 0 0 2012-01-12T15:06:45-05:00
1184467 NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC. c47ff915-52d4-4376-94fb-ad8c044fdd99 Q4 NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC. 26980 NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC. 2011 fourth_quarter RET Social Security Fairness, The Windfall Elimination Provision and Protection of Retirment of PUblic Servants Pensions, H.R. 567, PUblic Employee Pensions Transparency Act, The IRS Normal Retirement Age HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Office of the Vice President of the United States,SENATE   40000 0 0 2012-01-12T15:56:19-05:00
1184493 DAVIS & HARMAN LLP d00c27ab-7ab3-45f3-b93d-ef7a94e13023 Q4 DAVIS & HARMAN LLP 11674 LINCOLN NATIONAL CORPORATION 2011 fourth_quarter RET Comprehensive pension and retirement savings legislation. HOUSE OF REPRESENTATIVES,SENATE 30000   0 0 2012-01-12T16:03:26-05:00
1184919 THE MATHIS HARPLE GROUP e606ae3b-1e24-4058-9a76-cbf2ce595401 Q4 THE MATHIS HARPLE GROUP 322911 NEW ENGLAND TEAMSTERS & TRUCKING INDUSTRY PENSION FUND 2011 fourth_quarter RET Pension Reform Legislation   10000   0 0 2012-01-13T11:00:24-05:00
1185026 NATIONAL ASSOCIATION OF POSTMASTERS OF THE UNITED STATES bcd5e06a-673e-430b-a771-eeea652c6e2c Q4 NATIONAL ASSOCIATION OF POSTMASTERS OF THE UNITED STATES 27002 NATIONAL ASSOCIATION OF POSTMASTERS OF THE UNITED STATES 2011 fourth_quarter RET H.R.1351 - H.R.3174 -S.1649 United States Postal Service Pension Obligation recalculation and Restoration Act of 2011-among other things would provide the USPS access to overpayments to the US Treasury HOUSE OF REPRESENTATIVES,Postal Regulatory Commission,SENATE   47500 0 0 2012-01-13T12:04:15-05:00
1185354 LAWRENCE J. ROMANS & ASSOCIATES, LLC 8ffd3819-97d3-4f34-a29d-21984fe6a5ec Q4 LAWRENCE J. ROMANS & ASSOCIATES, LLC 61072 CHARLES SCHWAB & CO INC 2011 fourth_quarter RET Department of Labor proposed rule on the Definition of Fiduciary under Section 3(21) of the Employee Retirement Income Security Act. HOUSE OF REPRESENTATIVES,SENATE 30000   0 0 2012-01-13T14:51:19-05:00
1185692 RICH FEUER ANDERSON b1ae9868-de27-4c3d-9297-1df0cf63f5a6 Q4 RICH FEUER ANDERSON 84775 LPL FINANCIAL CORPORATION 2011 fourth_quarter RET Definition of "fiduciary" under ERISA and application to providers of brokerage services. HOUSE OF REPRESENTATIVES,SENATE 60000   0 0 2012-01-13T18:16:54-05:00
1186534 CASSIDY & ASSOCIATES, INC. b5320a07-e68a-4419-9375-e8bb4f073fe4 Q4 CASSIDY & ASSOCIATES, INC. 8453 NCR VOYIX CORPORATION 2011 fourth_quarter RET Pension Benefit Guarantee Corp. provisions in President's budget proposal for FY2012 HOUSE OF REPRESENTATIVES,SENATE 50000   0 0 2012-01-16T13:50:58-05:00
1186704 CON-WAY INC (FORMERLY KNOWN AS CNF INC) 16486a06-a4fd-41a2-a35b-565670590a8f Q4 CON-WAY INC (FORMERLY KNOWN AS CNF INC) 9591 CON-WAY INC (FORMERLY KNOWN AS CNF INC) 2011 fourth_quarter RET Proposed PBGC Premium Increases DB Pension intereste rate stabilization Federal Motor Carrier Safety Administration,Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,SENATE   160000 0 0 2012-01-16T15:23:02-05:00
1186879 SQUIRE PATTON BOGGS 91758fbe-4d77-4c90-b38d-2b64925900c1 Q4 SQUIRE PATTON BOGGS 30906 AON SERVICE CORPORATION (FKA AON HEWITT) 2011 fourth_quarter RET Issues relating to reporting and disclosure requirements under ERISA; issues relating to retirement income security. HOUSE OF REPRESENTATIVES,SENATE 50000   0 0 2012-01-17T07:21:16-05:00
1186979 SQUIRE PATTON BOGGS 3f407025-70a2-44ab-a6da-c36697fb0597 Q4 SQUIRE PATTON BOGGS 30906 PEACE OFFICERS RESEARCH ASSOCIATION OF CALIFORNIA 2011 fourth_quarter RET pension legislation (H.R. 567/S. 347) HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2012-01-17T08:44:17-05:00
1187054 SQUIRE PATTON BOGGS 44bd6d2a-22d8-4f53-b6bf-3136bd57c1ce Q4 SQUIRE PATTON BOGGS 30906 YRC WORLDWIDE INC. 2011 fourth_quarter RET Pension reform legislation, including H.R. 1969. HOUSE OF REPRESENTATIVES,Pension Benefit Guaranty Corporation (PBGC),SENATE 70000   0 0 2012-01-17T09:18:49-05:00
1187090 EDWIN PIERSON 25f3fa97-ddb3-4d59-a3f0-0badb06ee296 Q4 EDWIN PIERSON 40048376 CIVIC COUNCIL 2011 fourth_quarter RET Death tax, COLA, immigration, totalization, U.N. Tax, national security HOUSE OF REPRESENTATIVES     0 0 2012-01-17T09:42:57-05:00
1187098 EDWIN PIERSON 4e135237-7dd7-4c46-b5db-a8f42ed3b360 Q4 EDWIN PIERSON 40048376 CIVIC COUNCIL 2011 fourth_quarter RET Death tax, COLA, immigration, totalization, U.N. Tax, national security HOUSE OF REPRESENTATIVES     0 0 2012-01-17T09:47:02-05:00
1187188 CASSIDY & ASSOCIATES, INC. a1731d5d-7928-422f-9f6a-3fbe455eea21 4T CASSIDY & ASSOCIATES, INC. 8453 DELTA PILOTS PENSION PRESERVATION ORGANIZATION, INC. 2011 fourth_quarter RET IRC & ERISA provisions; PBGC asset allocations and benefits payable. HOUSE OF REPRESENTATIVES,SENATE     0 1 2012-01-17T10:33:45-05:00
1187263 TRANSPORTATION COMMUNICATIONS NATIONAL UNION/IAM (FKA TRANSPORTATION COMMUNICATI 8d7499fc-4a59-47d1-b614-5d95a23d0ddd Q4 TRANSPORTATION COMMUNICATIONS NATIONAL UNION/IAM (FKA TRANSPORTATION COMMUNICATI 38368 TRANSPORTATION COMMUNICATIONS NATIONAL UNION/IAM (FKA TRANSPORTATION COMMUNICATI 2011 fourth_quarter RET H.R.1 Full-Year Continuing Appropriations Act, 2011 Making appropriations for the Department of Defense and the other departments and agencies of the Government for the fiscal year ending September 30, 2011, and for other purposes. H.R.150 Senior Citizens Tax Elimination Act Amends the Internal Revenue Code to repeal the inclusion of any social security or tier I railroad retirement benefits in gross income. Appropriates funds to cover reductions in transfers to the Social Security and Railroad Retirement Trust Funds resulting from the enactment of this Act. Expresses the sense of Congress against using tax increases to provide revenue necessary to carry out this Act. Affects retired members. H.R.539 Preserving Our Promise to Seniors Act Directs the Secretary of the Treasury to disburse a cash payment of $250 (adjusted for inflation) for each non-COLA year to certain recipients of OASDI benefits, railroad retirement benefits, veterans disability compensation or pension benefits, or Supplemental Security Income (SSI) benefits under SSA title XVI. Affects retired members. H.R.1473 Department of Defense and Full-Year Continuing Appropriations Act, 2011. Title I: General Provisions. It cuts funding for DOL training programs, eliminates appropriations to the Federal Railroad Administration (FRA) railroad safety technology program. Eliminates appropriations for FRA capital assistance for high speed rail corridors and intercity passenger rail service (with a rescission of prior year unobligated balances). Cuts spending in areas that are important to middle class working families and TCU members. H.R.2350 Protecting Taxpayers in Transportation Asset Transfers Act. To secure public investments in transportation infrastructure. Allows for the use of any alternative analysis or environmental impact report relating the Project to satisfy Federal Railroad Administration capital assistance requirements for new fixed guideway capital projects. Supports the concept of this Bill to protect Tax Payers and Amtrak employees fr… HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Railroad Retirement Board,SENATE,Surface Transportation Board (STB),Transportation, Dept of (DOT)   211000 0 0 2012-01-17T10:57:17-05:00
1187934 THE BUSINESS ROUNDTABLE, INC. 34084f99-05c4-4ff5-af8b-30cfee1f9dee Q4 THE BUSINESS ROUNDTABLE, INC. 7543 BUSINESS ROUNDTABLE INC 2011 fourth_quarter RET PL 111-148, Patient Protection and Affordable Care Act; provisions relating to implementation of employer-provided health plans plus sections 10332, 1001 2715, 4980(H) H.R. 1173, Fiscal Responsibility and Retirement Security Act; all provisions S. 720, Repeal the CLASS Entitlement Act; all provisions Commerce, Dept of (DOC),Energy, Dept of,Environmental Protection Agency (EPA),Executive Office of the President (EOP),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Interior, Dept of (DOI),Internal Revenue Service (IRS),Labor, Dept of (DOL),SENATE,State, Dept of (DOS),Transportation, Dept of (DOT),Treasury, Dept of   3890000 0 0 2012-01-17T14:04:04-05:00
1188059 EXELIS INC. (FORMERLY ITT CORPORATION) c823f1ff-e0a0-41a5-90df-fdda3fcb4814 Q4 EXELIS INC. (FORMERLY ITT CORPORATION) 20287 EXELIS INC. (FORMERLY ITT CORPORATION) 2011 fourth_quarter RET House and Senate bills and hearings as they pertain to the treatment of defined benefit pension plans. Air Force, Dept of,Army, Dept of (Other),Defense, Dept of (DOD),Director of National Intelligence (ODNI),Federal Aviation Administration (FAA),HOUSE OF REPRESENTATIVES,Natl Aeronautics & Space Administration (NASA),Natl Oceanic & Atmospheric Administration (NOAA),Navy, Dept of,Pension Benefit Guaranty Corporation (PBGC),SENATE,Transportation, Dept of (DOT),U.S. Marines   420000 0 0 2012-01-17T14:33:00-05:00
1188135 PALMETTO GROUP f3247e79-7a7d-42e7-a4b9-753a98240b07 Q4 PALMETTO GROUP 18570 NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE 2011 fourth_quarter RET Retirement and Pension Issues HOUSE OF REPRESENTATIVES,SENATE 45000   0 0 2012-01-17T14:42:30-05:00
1188493 THE GOODYEAR TIRE & RUBBER COMPANY daced3cb-3b6e-4350-a97d-9956cf7cb762 Q4 THE GOODYEAR TIRE & RUBBER COMPANY 16555 GOODYEAR TIRE & RUBBER COMPANY 2011 fourth_quarter RET Formulation and passage of legislative proposals to provide pension contribution stabilization. Formulation of legislative proposals relating to the payment of premiums to the Pension Benefit Guaranty Corporation. HOUSE OF REPRESENTATIVES,SENATE   580000 0 0 2012-01-17T15:57:06-05:00
1188545 DAVIS & HARMAN LLP 54df9196-015e-4d84-8ad9-034884dd09c1 Q4 DAVIS & HARMAN LLP 11674 MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY 2011 fourth_quarter RET Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business. Issues related to retirement target date funds. Issues related to tax incentives for retirement savings. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. Proposals related to tax relief for disaster victims. Proposals to enhance incentives for employers that voluntarily offer qualified retirement plans. Issues related to electronic delivery of ERISA-mandated statements and disclosures. Proposals to increase PBGC premiums. HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2012-01-17T16:07:24-05:00
1188556 DAVIS & HARMAN LLP 52cc81ec-2d77-48d3-99d8-62c3744d7084 Q4 DAVIS & HARMAN LLP 11674 TIAA 2011 fourth_quarter RET Issues related to tax incentives for retirement savings. Inquiries regarding investment offerings in defined contribution plans. Legislation to expand the employee-sponsored retirement system. Guidance relating to public sector plan design. Proposals relating to IRS relief for disaster victims. S. 267/H.R. 677, Lifetime Income Disclosure Act. H.R. 1534, SAVE Act, proposals related to governmental pick up contributions, including H.R. 2934, to clarify the treatment of certain plan contributions picked up by governmental employers. HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2012-01-17T16:09:28-05:00
1188602 DAVIS & HARMAN LLP 29ace6fc-6105-4e0d-9088-b49e851d3f7e Q4 DAVIS & HARMAN LLP 11674 WILLIS NORTH AMERICA INC 2011 fourth_quarter RET Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans. HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of 10000   0 0 2012-01-17T16:22:49-05:00
1188611 DAVIS & HARMAN LLP 71d0a7cf-d609-44af-881b-1ad8ed22d64a Q4 DAVIS & HARMAN LLP 11674 VANGUARD GROUP 2011 fourth_quarter RET Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs, and creation of new qualified retirement plans for small business, including H.R.1534, Small Businesses Add Value for Employees Act. Proposals related to stemming leakage from retirement plans through reform of plan loan rules, including, S.1121/H.R. 3, Savings Enhancement by Alleviating Leakage in 401(k) Savings Act. Issues related to retirement target date funds. Issues related to tax incentives for retirement savings. Issues related to the effect of the Department of Labor's proposed fiduciary definition. Issues related to employee plan administration and electronic delivery of employee plan notices and statements. HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2012-01-17T16:24:55-05:00
1189157 BROWNSTEIN HYATT FARBER SCHRECK, LLP 7a1163b2-b52d-4474-b031-c9574f3c4cd6 Q4 BROWNSTEIN HYATT FARBER SCHRECK, LLP 7257 FMR LLC 2011 fourth_quarter RET H.R.4173-Dodd Frank Wall Street Reform and Consumer Protection Act Implementation Fiduciary duty related issues HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Natl Economic Council (NEC),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of,White House Office 50000   0 0 2012-01-17T21:38:11-05:00
1189473 AETNA INC. fd94d26e-8e84-4e7c-9a22-5d0a8b469c2e Q4 AETNA INC. 352 AETNA INC 2011 fourth_quarter RET Retiree health insurance (no bills yet) Centers For Medicare and Medicaid Services (CMS),Executive Office of the President (EOP),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,SENATE   914888 0 0 2012-01-18T08:37:13-05:00
1189844 DAVIS & HARMAN LLP 1a80b6e8-bf10-4b59-94c0-3182a524b5d5 Q4 DAVIS & HARMAN LLP 11674 NATIONWIDE INSURANCE COMPANIES 2011 fourth_quarter RET Proposals to expand retirement plan coverage, including proposals to reform the multiple employer plan rules. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business. Issues related to tax incentives for retirement savings. Issues related to the Department of Labor's proposed regulation defining fiduciary. S. 267/H.R. 677, Lifetime Income Disclosure Act. H.R. 1534, SAVE Act. Qualified plan issues. Issues related to EPCRS. Tax incentives for 457 plans. HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2012-01-18T10:43:33-05:00
1189903 NATIONWIDE MUTUAL INSURANCE COMPANY 8d2e8f3a-66c1-4391-b886-9bf591cc2516 Q4 NATIONWIDE MUTUAL INSURANCE COMPANY 26411 NATIONWIDE MUTUAL INSURANCE COMPANY 2011 fourth_quarter RET Proposals responding to the effect of the stock market decline on retirement savings accounts. Proposals to expand retirement coverage, including proposals to mandate payroll deduction IRAs (not yet in legislative form) Proposals regarding annuitization of assets from defined contribution plans (not yet in legislative form) S 267; HR 677 - "Lifetime Income Disclosure Act" - A lifetime income disclosure shall set forth the annuity equivalent of the total benefits accrued with respect to the participant or beneficiary HR 1534 - "Save Act of 2011" - Reforms Retirement Plan System HR 774 "Senior Investor Protections Act "- To enhance penalties for violations of securities protections that involve targeting seniors Congressional activity surrounding the Department of Labor's proposed regulation to redefine "fiduciary" S. 1020 Savings Act of 2011 Savings Enhancement by alleviating leakage in 401(k) Savings Act of 2011 alleviates leakage in 401(k) plans HR 3561 Small Business Promotion Act - technical corrections and improvements to pension system Federal Deposit Insurance Corporation (FDIC),Federal Emergency Management Agency (FEMA),Federal Reserve System,Health & Human Services, Dept of (HHS),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Office of the Comptroller of the Currency (OCC),Securities & Exchange Commission (SEC),SENATE,Transportation, Dept of (DOT),Treasury, Dept of,U.S. Copyright Office   610000 0 0 2012-01-18T10:48:49-05:00
1189952 K&L GATES, LLP 8c153349-2d30-4b52-b658-c48a76a2570b Q4 K&L GATES, LLP 32098 LPL FINANCIAL SERVICES 2011 fourth_quarter RET Regulatory issues regarding fiduciary duties with respect to investment and retirement security (no specific bill). HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE 20000   0 0 2012-01-18T10:56:09-05:00
1190058 INTERNATIONAL ASSOCIATION OF FIRE FIGHTERS d50c4819-2d0e-4882-a02f-1059c4d57a1f Q4 INTERNATIONAL ASSOCIATION OF FIRE FIGHTERS 19753 INTERNATIONAL ASSOCIATION OF FIRE FIGHTERS 2011 fourth_quarter RET Efforts to undermine public pensions, including HR 567, S.347, HRes. 23 Mandatory Social Security coverage Proposed pension cuts for federal employees Normal Retirement Age regulations, including HR3561 Health & Human Services, Dept of (HHS),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,SENATE,Transportation, Dept of (DOT),Treasury, Dept of,White House Office   105000 0 0 2012-01-18T11:11:46-05:00
1190513 THE ESOP ASSOCIATION 4a38457a-0208-435a-8bd9-1edb92b1e463 Q4 THE ESOP ASSOCIATION 13858 ESOP ASSOCIATION 2011 fourth_quarter RET Proposed legislation H.R. 1244, S. 1232, S. 1512 and any other proposed legislation in relationship to ESOPs, employee ownership and employee ownership issues and generally all legislative proposals to amend the Employee Retirement Security Act of 1974. Above areas include tax and labor law issues embedded in the Employee Retirement Security Act of 1974 and the IRS Code. HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of   32205 0 0 2012-01-18T12:21:55-05:00
1191108 INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS 81d85111-bb12-4a5d-ab6e-78706ec3e849 Q4 INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS 19822 INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS 2011 fourth_quarter RET The IBEW continued to lobby in support of the "Extension of Section 420 and Retiree Life Insurance Act of 2011", legislation that would amend the Internal Revenue Code to encourage employer funding of retiree life insurance benefits. Currently, 420 allows companies with defined benefit plans funded at over 125% to use the excess funds to pay for retiree healthcare. Section 420 sunsets in 2013. This legislation that the IBEW is lobbying in support would renew 420 after it's 2013 expiration. Government Accountability Office (GAO),HOUSE OF REPRESENTATIVES,SENATE,State, Dept of (DOS)   251383 0 0 2012-01-18T14:16:00-05:00
1191299 AMERICAN FOREIGN SERVICE ASSOCIATION 8070e93b-2bcb-49b6-a32b-635e815e67db Q4 AMERICAN FOREIGN SERVICE ASSOCIATION 2365 AMERICAN FOREIGN SERVICE ASSOCIATION 2011 fourth_quarter RET Issues relating to the pensions and retirement benefits of federal employees, specifically the Foreign Service, including the wage and hourly limitations on rehired annuitants at the State Department. HOUSE OF REPRESENTATIVES,SENATE   60000 0 0 2012-01-18T14:40:13-05:00
1191306 THE NATIONAL GRANGE OF THE ORDER OF PATRONS OF HUSBANDRY 45235df5-6fdf-49d9-964b-46b57112e160 Q4 THE NATIONAL GRANGE OF THE ORDER OF PATRONS OF HUSBANDRY 27913 NATIONAL GRANGE OF THE ORDER OF PATRONS OF HUSBANDRY 2011 fourth_quarter RET Social Security Reform Agriculture, Dept of (USDA),Commerce, Dept of (DOC),Commodity Futures Trading Commission (CFTC),Council on Environmental Quality (CEQ),Education, Dept of,Energy, Dept of,Environmental Protection Agency (EPA),Federal Communications Commission (FCC),Federal Energy Regulatory Commission (FERC),Federal Trade Commission (FTC),Food & Drug Administration (FDA),Health & Human Services, Dept of (HHS),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Interior, Dept of (DOI),Justice, Dept of (DOJ),Labor, Dept of (DOL),Natl Telecommunications & Information Administration (NTIA),Office of Management & Budget (OMB),Postal Regulatory Commission,SENATE,Transportation, Dept of (DOT),U.S. Postal Service (USPS),U.S. Trade Representative (USTR)   10000 0 0 2012-01-18T14:41:16-05:00
1191639 CORNERSTONE GOVERNMENT AFFAIRS, INC. a10c935f-ef40-4616-9e60-4fdc71799d04 Q4 CORNERSTONE GOVERNMENT AFFAIRS, INC. 75557 CUSTODIA FINANCIAL 2011 fourth_quarter RET monitor the issues related to retirement plans. HOUSE OF REPRESENTATIVES,SENATE 60000   0 0 2012-01-18T15:23:19-05:00
1191664 VAN HEUVELEN STRATEGIES, LLC 75b38775-62e9-4739-a5b5-b55b8acd18e3 Q4 VAN HEUVELEN STRATEGIES, LLC 321874 GENWORTH FINANCIAL INC 2011 fourth_quarter RET Long term health care, tax reform, mortgage insurance and housing. Implementation of Dodd-Frank as it pertains to mortgage service providers. Implementation of the Budget Control Act. H.R. 3630, Temporary Payroll Tax Cut Contribution Act of 2011. HOUSE OF REPRESENTATIVES,SENATE 60000   0 0 2012-01-18T15:26:30-05:00
1191731 J.A. GREEN AND COMPANY (FORMERLY LLC) 76a0c10a-5ad1-48dd-ba4b-57cd25a3dae7 Q4 J.A. GREEN AND COMPANY (FORMERLY LLC) 313511 EXELIS INC (FORMERLY ITT CORPORATION) 2011 fourth_quarter RET research related to the treatment of defined benefit pension plans HOUSE OF REPRESENTATIVES,SENATE 40000   0 0 2012-01-18T15:34:00-05:00
1191795 AMERICAN COUNCIL OF LIFE INSURERS 7c0e1893-3f94-4cd4-88f9-c5b0c3d1cecf Q4 AMERICAN COUNCIL OF LIFE INSURERS 2115 AMERICAN COUNCIL OF LIFE INSURERS 2011 fourth_quarter RET H.R. 1173 Fiscal Responsibility and Retirement Security Act of 2011. Issue: Repeal of the CLASS Act. H.R. 493 Genetic Information Non-Discrimination Act of 2008. Issue: Underwriting restrictions on long-term care insurance. H.R. 677/S. 267 The Lifetime Income Disclosure Acts. Issue: Annuity Illustration. H.R. 1534 Small Business Add Value for Employees Act of 2011. Issue: voluntary auto-IRAs. S. 1121 Savings Enhancement by Alleviating Leakage in 401(k) Savings Act. Issue: Limits borrowing from 401(k) plans. H.R. 5025 - the HITECH Extension for Behavioral Health Services Act of 2010Issue: extends health information technology accounting requirements to long-term care insurers. S. 1557, the Automatic IRA Act of 2011. Issue: voluntary IRAs and Multiple Employer Plans. HOUSE OF REPRESENTATIVES,SENATE   1440900 0 0 2012-01-18T15:41:19-05:00
1191846 THE SUSQUEHANNA GROUP 3f955b9f-31d3-4e60-9296-3c4b9950496f Q4 THE SUSQUEHANNA GROUP 71597 NATIONAL ASSOCIATION OF RSVP PROGRAM DIRECTORS 2011 fourth_quarter RET FY 2012 Labor-HHS-Appropriations HOUSE OF REPRESENTATIVES,SENATE 10000   0 0 2012-01-18T15:46:37-05:00
1191993 WEBSTER, CHAMBERLAIN & BEAN, LLP 3581793e-c4df-4fa2-9f73-b75bc1cb76a5 Q4 WEBSTER, CHAMBERLAIN & BEAN, LLP 40830 NATIONAL ORGANIZATION OF SOCIAL SECURITY CLAIMANTS' REPRESENTATIVES 2011 fourth_quarter RET Social Security issues HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2012-01-18T16:05:38-05:00
1192171 NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE 5830370a-3e4a-4bbe-a342-335cbf639991 Q4 NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE 27467 NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE 2011 fourth_quarter RET Consumer Price Index for Elderly Consumers. H.R. 798, H.R. 1086, H.R. 776, H.R. 539, H.R. 456, S. 1876: provisions establishing a consumer price index for elderly consumers (CPI-E) to compute cost-of-living increases for Social Security and Medicare benefits and authorizing a cost-of-living adjustment for Social Security recipients in 2011. Social Security Cost-of-Living Adjustment. H.R. 776, H.R.539: providing for a Social Security COLA in non-COLA years. Chained CPI (no bill). proposal to replace the current index used to calculate the Social Security COLA with a chained CPI. Social Security Privatization. H.R. 2109, H.R. 2889: provisions converting Social Security to a system of private investment accounts. Social Security Protection. H.R. 1118, H.R. 796, H.R. 1630, S. 582 S.AMDT. 207 to S. 493: provisions removing Social Security Trust Fund receipts and disbursements from the federal budget baseline; limiting Trust Fund proceeds to OASDI purposes; prohibiting increases to the retirement age or the early retirement age, reductions in cost-of-living increases, reductions of benefit payment amounts, or the creation of private retirement accounts carved out of Social Security. Social Security Benefits. S. 1213, S. 804: provisions requiring progressive indexing or modifying cost-of-living adjustments (COLA) to one percent below the general COLA and implementing longevity indexing (i.e., raising the retirement age) of Social Security old-age insurance benefits. Social Security Payroll Tax. H.R. 3630, H.R. 3743, H.R. 3765: proposal to extend the current payroll tax holiday through the end of Calendar Year 2012, increase the percentage reduction from the current 2 percent to 3.1 percent, extend it to employers in certain situations. Social Security Payroll Tax. H.Res. 501: expressing the sense of the House of Representatives that any final measure to extend the payroll tax holiday extend Federally funded unemployment insurance benefits and prevent decreases in reimbursement for physicians who … Administration on Aging,Centers For Medicare and Medicaid Services (CMS),Employment & Training Administration,Executive Office of the President (EOP),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,SENATE,Social Security Administration (SSA)   360000 0 0 2012-01-18T16:33:55-05:00
1192301 ALLIED PILOTS ASSOCIATION 4f6a0d67-bc8e-4179-941b-5d08441f536b Q4 ALLIED PILOTS ASSOCIATION 40046359 ALLIED PILOTS ASSOCIATION 2011 fourth_quarter RET GENERAL PENSION PLAN ISSUES Federal Aviation Administration (FAA),HOUSE OF REPRESENTATIVES,SENATE,State, Dept of (DOS),Transportation, Dept of (DOT)   63000 0 0 2012-01-18T16:55:59-05:00
1192403 ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG) dad58064-dd7a-484d-a739-e676f3134fda Q4 ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG) 57475 AMERICAN STAFFING ASSOCIATION 2011 fourth_quarter RET General health care issues -- implementation of PPACA; worker benefit issues. Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,White House Office 30000   0 0 2012-01-18T17:09:40-05:00
1192426 UNIVERSITY OF IOWA 7d09105d-f8a9-420e-b0d6-d301ccf41583 Q4 UNIVERSITY OF IOWA 49191 UNIVERSITY OF IOWA 2011 fourth_quarter RET Retirement issues related to universities' pension plans IRA issues related to philanthropic giving Agriculture, Dept of (USDA),Centers For Medicare and Medicaid Services (CMS),Defense, Dept of (DOD),Federal Emergency Management Agency (FEMA),Health & Human Services, Dept of (HHS),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Natl Institutes of Health (NIH),SENATE,State, Dept of (DOS),Transportation, Dept of (DOT)   88684 0 0 2012-01-18T17:12:52-05:00
1192848 CORNERSTONE GOVERNMENT AFFAIRS, INC. 5bcf4427-9399-4b67-8a77-01b23b2e885f Q4 CORNERSTONE GOVERNMENT AFFAIRS, INC. 75557 ICON CAPITAL CORPORATION 2011 fourth_quarter RET Legislative proposal related to the related business income tax. HOUSE OF REPRESENTATIVES,SENATE 10000   0 0 2012-01-18T18:15:44-05:00
1193617 AMERICAN FREEDOM INNOVATIONS, LLC dee320ea-b6e2-489a-8fe5-93df3045158c Q4 AMERICAN FREEDOM INNOVATIONS, LLC 400514518 PATRIOT COAL CORPORATION 2011 fourth_quarter RET S. 621 Coal Accountability and Retired Employee (CARE) Act H.R. 1365 Coal Accountability and Retired Employee (CARE) Act Centers For Medicare and Medicaid Services (CMS),HOUSE OF REPRESENTATIVES,SENATE 570000   0 0 2012-01-19T08:52:23-05:00
1194515 LOCKE LORD PUBLIC POLICY GROUP LLC bb23b0f2-9ad0-4082-aafc-ee6f3652fc6a Q4 LOCKE LORD PUBLIC POLICY GROUP LLC 300971 DALLAS POLICE & FIRE PENSION SYSTEMS 2011 fourth_quarter RET Public sector pension legislation HOUSE OF REPRESENTATIVES,SENATE     0 0 2012-01-19T11:15:25-05:00
1194612 AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS a8636cad-a614-4852-b3c2-21f80526d26d Q4 AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS 2640 AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS 2011 fourth_quarter RET Appraisals of ESOPs DOL Fiduciary Rule; S 1232 - Exempt Appraisals from Fiduciary Definition Financial Crimes Enforcement Network (FinCEN),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),SENATE,Treasury, Dept of   980000 0 0 2012-01-19T11:26:00-05:00
1194712 LOCKE LORD PUBLIC POLICY GROUP LLC 66e5618b-adf4-4ade-bc33-945003f92e7a Q4 LOCKE LORD PUBLIC POLICY GROUP LLC 300971 HOUSTON FIREFIGHTERS RELIEF AND RETIREMENT FUND 2011 fourth_quarter RET Public sector pension legislation HOUSE OF REPRESENTATIVES,SENATE     0 0 2012-01-19T11:39:36-05:00
1194882 AMERICAN BANKERS ASSOCIATION 9d90d0a8-790b-4906-8197-fc6d188bafd4 Q4 AMERICAN BANKERS ASSOCIATION 1785 AMERICAN BANKERS ASSOCIATION 2011 fourth_quarter RET Definition of Fiduciary under ERISA. Agriculture, Dept of (USDA),Council of Economic Advisers (CEA),Federal Reserve System,HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of,White House Office   1790000 0 0 2012-01-19T11:59:45-05:00
1195074 PRIME POLICY GROUP bad0530b-db55-480b-a0c4-e3f4d0e7999d Q4 PRIME POLICY GROUP 400532589 FCA US LLC 2011 fourth_quarter RET H.R.1573 - To facilitate implementation of title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act, promote regulatory coordination, and avoid market disruption; SWAPS - to facilitate pension funding. HOUSE OF REPRESENTATIVES,SENATE 60000   0 0 2012-01-19T12:18:47-05:00
1195140 JOHNS HOPKINS UNIVERSITY 957167bf-211f-4352-a87d-3342de2138fd Q4 JOHNS HOPKINS UNIVERSITY 20664 JOHNS HOPKINS UNIVERSITY 2011 fourth_quarter RET Pension Benefit Guarantee Corporation premiums HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,White House Office   120000 0 0 2012-01-19T12:25:11-05:00
1195221 PRIME POLICY GROUP df1138fa-37da-479c-8169-6ec7c796ec4a Q4 PRIME POLICY GROUP 400532589 AMERICAN FREEDOM INNOVATIONS 2011 fourth_quarter RET Pensions. H.R.365 and S.621 HOUSE OF REPRESENTATIVES,SENATE 60000   0 0 2012-01-19T12:37:47-05:00
1195283 ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG) 18793256-12d4-4368-aabf-64082cd758bd Q4 ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG) 57475 AK STEEL HOLDING CORPORATION 2011 fourth_quarter RET Misc. retirement and pension issues. Environmental Protection Agency (EPA),HOUSE OF REPRESENTATIVES,SENATE 60000   0 0 2012-01-19T12:44:06-05:00
1195608 ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG) 3c09de12-9c79-458f-9e37-4fadc23c030e 4T ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG) 57475 FORD MOTOR COMPANY 2011 fourth_quarter RET Pension reform. HOUSE OF REPRESENTATIVES,SENATE 30000   0 1 2012-01-19T13:18:01-05:00
1195654 CGCN GROUP, LLC 3020c2c6-9fc0-4e3b-83c3-09696ed74470 Q4 CGCN GROUP, LLC 76992 CUSTODIA FINANCIAL LLC 2011 fourth_quarter RET Monitor issues related to retirement plans. Retirement security issues including participant loans from 401(k) and similar plans (no specific legislation at this time). H.R. 3656, Retirement Savings Security Act of 2011. HOUSE OF REPRESENTATIVES,SENATE 45000   0 0 2012-01-19T13:22:22-05:00
1195691 NATIONAL BEER WHOLESALERS ASSOCIATION f5649d8e-8fb1-4af0-b0e0-3a5ed8814e06 Q4 NATIONAL BEER WHOLESALERS ASSOCIATION 27274 NATIONAL BEER WHOLESALERS ASSOCIATION 2011 fourth_quarter RET Multi-Employer Pension Plan Reform Alcohol & Tobacco Tax & Trade Bureau (TTB),HOUSE OF REPRESENTATIVES,SENATE   210000 0 0 2012-01-19T13:25:40-05:00
1195738 DAVIS & HARMAN LLP afdad09c-083a-424d-b6f3-f7ce0d372e97 Q4 DAVIS & HARMAN LLP 11674 TRANSAMERICA LIFE INSURANCE COMPANY 2011 fourth_quarter RET Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business. Proposals to reform the multiple employer plan rules. Guidance related to nondiscrimination rules for defined contribution plan annuity investment products. Issues related to tax incentives for retirement savings. Issues related to the Department of Labor's proposed regulation defining fiduciary. H.R. 1534, Small Businesses Add Value for Employees Act. Issues related to lifetime income investment options. HOUSE OF REPRESENTATIVES 10000   0 0 2012-01-19T13:30:02-05:00
1195811 AMERICAN INVESTMENT COUNCIL F/K/A PEGCC 8f61e59d-e2a6-4e50-920b-5b063ae6d20f Q4 AMERICAN INVESTMENT COUNCIL F/K/A PEGCC 316536 AMERICAN INVESTMENT COUNCIL F/K/A PEGCC 2011 fourth_quarter RET None. Commerce, Dept of (DOC),Federal Deposit Insurance Corporation (FDIC),Federal Reserve System,HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of,White House Office   510000 0 0 2012-01-19T13:38:37-05:00
1195850 SERVICE EMPLOYEES INTERNATIONAL UNION CTW-CLC 00ec1366-2cd2-424e-b574-fa7bf01d5323 Q4 SERVICE EMPLOYEES INTERNATIONAL UNION CTW-CLC 34887 SERVICE EMPLOYEES INTERNATIONAL UNION CTW-CLC 2011 fourth_quarter RET Retirement, Social Security, Pensions HOUSE OF REPRESENTATIVES,SENATE   312388 0 0 2012-01-19T13:41:53-05:00
1195894 CGCN GROUP, LLC a3a6a9a7-7d01-4017-9c27-98b84dd8c417 Q4 CGCN GROUP, LLC 76992 FMR LLC (PREVIOUSLY REPORTED AS FIDELITY INVESTMENTS) 2011 fourth_quarter RET Proposed ERISA fiduciary investment advice rule; eDelivery (in connection with 401(k) fee disclosure rules) HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2012-01-19T13:45:09-05:00
1195946 VANGUARD GROUP b9c4086e-6746-4155-8ffe-c63653deea05 4A VANGUARD GROUP 291058 VANGUARD GROUP 2011 fourth_quarter RET Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs, and creation of new qualified retirement plans for small business, including H.R.1534, Small Businesses Add Value for Employees Act (see attached addendum page) Proposal related to stemming leakage from retirement plans through reform of plan loan rules, including, S.1121/H.R. 3287- Savings Enhancement by Alleviating Leakage in 401(k) Savings Act Issues related to retirement target date funds Issues related to tax incentives for retirement savings Issues related to the effect of the Department of Labors proposed fiduciary definition regulation Issues related to stable value funds in retirement plans Issues related to securities lending in retirement funds 401(k) fee disclosures 401(k) investment advice Issues related to electronic delivery of employee plan notices and statements Proposals to simplify retirement plan administration Commodity Futures Trading Commission (CFTC),Federal Deposit Insurance Corporation (FDIC),Government Accountability Office (GAO),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),Securities & Exchange Commission (SEC),SENATE   450000 0 0 2012-01-19T13:50:32-05:00
1196079 MUTUAL OF OMAHA 7139252e-e89d-4cb9-b7ce-580bfd16c81f Q4 MUTUAL OF OMAHA 26284 MUTUAL OF OMAHA 2011 fourth_quarter RET S 267/HR 677 - Lifetime Income Disclosure Act - annual disclosure on defined contribution benefit statements of the annuity equivalent of a participant's account balance. HOUSE OF REPRESENTATIVES,SENATE   146000 0 0 2012-01-19T14:02:30-05:00
1196137 THE DUBERSTEIN GROUP INC. 86745067-5734-4c7f-8371-c7180f759eff Q4 THE DUBERSTEIN GROUP INC. 12675 SUPERVALU 2011 fourth_quarter RET Retirement and pension issues, including multi-employer pension issues - Proposed legislation re this issue.   100000   0 0 2012-01-19T14:07:52-05:00
1196155 THE DUBERSTEIN GROUP INC. ffb945f1-7c88-447a-b22d-9e3113568136 Q4 THE DUBERSTEIN GROUP INC. 12675 THE BANK OF NEW YORK MELLON 2011 fourth_quarter RET Multi-employer pension plans and Pension Protection Act - Proposed legislation re these issues. HOUSE OF REPRESENTATIVES,SENATE 100000   0 0 2012-01-19T14:08:56-05:00
1196262 THE NICKLES GROUP, LLC 2f80c64b-8554-4fa6-bf7c-1658ef60eb11 Q4 THE NICKLES GROUP, LLC 293335 GENERAL MOTORS LLC 2011 fourth_quarter RET Issues related to Pension Benefit Guarantee Corporation premiums. HOUSE OF REPRESENTATIVES,SENATE 75000   0 0 2012-01-19T14:18:38-05:00
1196485 GREATER NEW YORK HOSPITAL ASSOCIATION c40a5f6e-1352-4ae8-9f21-2f6f4bc61483 Q4 GREATER NEW YORK HOSPITAL ASSOCIATION 16830 GREATER NEW YORK HOSPITAL ASSOCIATION 2011 fourth_quarter RET The Pension Technical Modification Act (H.R.2656). Bureau of Citizenship & Immigration Services (BCIS),Centers For Medicare and Medicaid Services (CMS),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,SENATE,White House Office   260000 0 0 2012-01-19T14:41:23-05:00
1196562 K&L GATES, LLP f972a661-42e0-41af-896c-717d99ae73bd Q4 K&L GATES, LLP 32098 CHARLES SCHWAB & CO., INC. 2011 fourth_quarter RET Regulatory issues regarding fiduciary duties with respect to investment and retirement security. HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of 50000   0 0 2012-01-19T14:48:01-05:00
1196629 AMERICAN BANKERS ASSOCIATION SECURITIES ASSOCIATION (ABASA) e0d55e92-999a-41a1-9c47-e6b8840cb77e Q4 AMERICAN BANKERS ASSOCIATION SECURITIES ASSOCIATION (ABASA) 44 AMERICAN BANKERS ASSOCIATION SECURITIES ASSOCIATION (ABASA) 2011 fourth_quarter RET Definition of Fiduciary under ERISA Agriculture, Dept of (USDA),Federal Reserve System,HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of,White House Office   10000 0 0 2012-01-19T14:53:36-05:00
1196687 AARP e632aba7-02aa-46ca-8911-18a76d706b02 Q4 AARP 1694 AARP 2011 fourth_quarter RET Discussed demographics and priorities for AARP members and the 50+ population in general. (no bill) Consolidated Appropriations Act, FY 2012, H.R. 2055, H.R. 3671, H.R. 2017, Consolidated and Further Appropriations Continuing Appropriations Act, H.R. 2112, Continuing Resolution, FY 2012, H.R. 2608 and H.J. Res. 79, 94 and 95 - Lobbied for funding for agencies and programs within jurisdiction of the Labor-HHS Appropriations bill (H.R. 3055/S. 1599), including Social Security Administration operations. Discussion on Automatic IRA proposal to provide automatic individual retirement accounts, funded via payroll deduction, to individuals who work for an employer of a particular size and tenure that do not currently offer a retirement savings vehicle to their employees. (no bill) Discussed Social Security COLA relief. (no bill) H. R. 677/S. 267, Lifetime Income Disclosure Act - Submitted letter of support to the original co-sponsors of the House and Senate versions of the Lifetime Income Disclosure Act. This legislation would provide individulas with a better understanding of the lifemtime value of their 401 (k) plan assets by including in a yearly benefit statement a conversion of their total accrued benefits into a monthly dollar amount as if they had opted to receive a lifetime annuity. H.J. Res.1/S.J. Res.4 - Discussed AARP's concerns about efforts to cutting Social Security benefits as a way of addressing the nation's current budget deficits, including the impact on Social Security of capping spending at a certain level or via balanced budget amendments. S. 1557, the Automatic IRA Act of 2011 - Lobbied on legislation to create automatic individual retirement accounts, funded via payroll deduction, to individuals who work for an employer of a particular size and tenure that do not currently offer a retirement savings vehicle to their employees. Lobbied Congress on excluding cuts to Social Security from the deficit reduction package being developed by the Joint Select Committee on Deficit Reduction. (no bill) Discu… Administration on Aging,Agriculture, Dept of (USDA),Bureau of the Census,Centers For Medicare and Medicaid Services (CMS),Energy, Dept of,Equal Employment Opportunity Commission (EEOC),Federal Communications Commission (FCC),Federal Energy Regulatory Commission (FERC),Federal Highway Administration (FHA),Federal Reserve System,Federal Trade Commission (FTC),Federal Transit Administration (FTA),Food & Drug Administration (FDA),Government Accountability Office (GAO),Health & Human Services, Dept of (HHS),Health Resources & Services Administration (HRSA),HOUSE OF REPRESENTATIVES,Housing & Urban Development, Dept of (HUD),Internal Revenue Service (IRS),Justice, Dept of (DOJ),Labor, Dept of (DOL),Medicare Payment Advisory Commission (MedPAC),Natl Highway Traffic Safety Administration (NHTSA),Office of Management & Budget (OMB),Office of Personnel Management (OPM),Office of the Comptroller of the Currency (OCC),Securities & Exchange Commission (SEC),SENATE,Social Security Administration (SSA),Transportation, Dept of (DOT),Treasury, Dept of,White House Office   2740000 0 0 2012-01-19T14:56:19-05:00
1197037 GROOM LAW GROUP, CHARTERED 49c0bba8-dea1-4c31-a60c-333b37a7a037 Q4 GROOM LAW GROUP, CHARTERED 17000 CENTRAL STATES FUNDS 2011 fourth_quarter RET Pension funding reform changes to the Employee Retirement Income Security Act (ERISA) and Internal Revenue Code (IRC) multiemployer pension reform legislation. HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE 20000   0 0 2012-01-19T15:20:29-05:00
1197075 PPG INDUSTRIES, INC 10aedf2d-4490-43cd-b980-24833e100050 Q4 PPG INDUSTRIES, INC 32021 PPG INDUSTRIES, INC 2011 fourth_quarter RET Issues related to Pension Benefit Guarantee Corporation premiums Defense, Dept of (DOD),Federal Energy Regulatory Commission (FERC),HOUSE OF REPRESENTATIVES,Office of Management & Budget (OMB),SENATE,U.S. Information Agency (USIA),White House Office   212821 0 0 2012-01-19T15:22:42-05:00
1197117 COLLEGE AND UNIVERSITY PROFESSIONAL ASSOCIATION FOR HUMAN RESOURCES c15b16f8-bfa0-4b5e-9276-6876890ffb01 Q4 COLLEGE AND UNIVERSITY PROFESSIONAL ASSOCIATION FOR HUMAN RESOURCES 40015118 COLLEGE AND UNIVERSITY PROFESSIONAL ASSOCIATION FOR HUMAN RESOURCES 2011 fourth_quarter RET Oppose changes to ERISA and mandating retiree health benefits; support follow up temporary provisions to help employers responsibly address the financial crisis impacting pension funds; support preserving and enhancing the voluntary, flexible employer-provided retirement system and the tax incentives that support it.; and Section 530 of the Revenue Act of 1978. Equal Employment Opportunity Commission (EEOC),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Natl Labor Relations Board (NLRB),SENATE,Small Business Administration (SBA),White House Office   60000 0 0 2012-01-19T15:23:55-05:00
1197297 ULMAN PUBLIC POLICY & FEDERAL RELATIONS 7ccfb02f-4951-4f42-a5d2-990a72ffa078 Q4 ULMAN PUBLIC POLICY & FEDERAL RELATIONS 310095 NATIONAL PUBLIC EMPLOYER LABOR RELATIONS ASSOCIATION 2011 fourth_quarter RET Support preserving and enhancing the voluntary employer-provided retirement system and the tax incentives that support it. HOUSE OF REPRESENTATIVES,SENATE     0 0 2012-01-19T15:37:15-05:00
1197461 DAVIS & HARMAN LLP da9c53ed-7b00-4b70-b6da-0e43761558e8 Q4 DAVIS & HARMAN LLP 11674 NATIONAL RURAL ELECTRIC COOPERATIVE ASSN 2011 fourth_quarter RET Normal retirement age proposals. Proposals related to increased PBGC premiums, including those contained in the FY 2012 Obama Administration Budget. Proposals related to plan funding. H.R. 3561, Small Business Pension Promotion Act. Proposals to facilitate new growth of pension plans. HOUSE OF REPRESENTATIVES,SENATE 40000   0 0 2012-01-19T15:47:08-05:00
1197483 DAVIS & HARMAN LLP 7c58bc11-c803-414d-a1f0-ebc486d786a5 Q4 DAVIS & HARMAN LLP 11674 METROPOLITAN LIFE INSURANCE CO 2011 fourth_quarter RET Proposals related to annuitization. Proposals related to longevity insurance. S.267/H.R. 677, Lifetime Income Disclosure Act. H.R.1534, SAVE Act. Issues related to lifetime income disclosures and benefits statement design. Proposals related to tax incentives for retirement savings. Issues related to lifetime income investment options. HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE 30000   0 0 2012-01-19T15:49:18-05:00
1197532 THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY 02f43ccc-f279-4cd0-943c-478060c86581 Q4 THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY 29607 THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY 2011 fourth_quarter RET See attachment. RET Fourth Quarter Report 2011 H.R. 493 Genetic Information Non-Discrimination Act of 2008. Issue: Underwriting restrictions on long-term care insurance. H.R. 677/S. 267 The Lifetime Income Disclosure Acts. Issue: Annuity Illustration. H.R. 1173 Fiscal Responsibility and Retirement Security Act of 2011. Issue: Repeal of the CLASS Act. H.R. 1534 Small Business Add Value for Employees Act of 2011. Issue: voluntary auto-IRAs. H.R. 5025 - the HITECH Extension for Behavioral Health Services Act of 2010Issue: extends health information technology accounting requirements to long-term care insurers. S. 1121 Savings Enhancement by Alleviating Leakage in 401(k) Savings Act. Issue: Limits borrowing from 401(k) plans. S. 1557, the Automatic IRA Act of 2011. Issue: voluntary IRAs and Multiple Employer Plans. HOUSE OF REPRESENTATIVES,SENATE   1460000 0 0 2012-01-19T15:52:37-05:00
1197547 DAVIS & HARMAN LLP c7078624-3ddb-4742-aaef-5097d7e9e976 Q4 DAVIS & HARMAN LLP 11674 EASTER SEALS 2011 fourth_quarter RET Proposals related to defined benefit funding. HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of 10000   0 0 2012-01-19T15:53:42-05:00
1197582 DAVIS & HARMAN LLP e4613790-d333-48e5-93ae-45f2b20843b0 Q4 DAVIS & HARMAN LLP 11674 GENERAL MOTORS CORP 2011 fourth_quarter RET Pension Benefit Guaranty Corporation, increase in premiums. Commodity Futures Trading Commission (CFTC),HOUSE OF REPRESENTATIVES,Pension Benefit Guaranty Corporation (PBGC),SENATE 30000   0 0 2012-01-19T15:55:55-05:00
1197610 DAVIS & HARMAN LLP 9210e1d1-f8e1-4d86-9d4e-c0d0e78e27b1 Q4 DAVIS & HARMAN LLP 11674 BROKER/DEALER COORDINATION GROUP 2011 fourth_quarter RET Issues related to the effect of the Department of Labor's fiduciary definition regulaton on broker/dealers and their customers and coordination of such regulation with possible SEC action on broker/dealer standard of care. HOUSE OF REPRESENTATIVES,SENATE 30000   0 0 2012-01-19T15:58:05-05:00

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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);