lobbying_activities
Data license: Public Domain (U.S. Government data) · Data source: Federal Register API & Regulations.gov API
264 rows where filing_period = "fourth_quarter", filing_year = 2016 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1906713 | EMERSON c123997d-218f-41ab-a514-d038bd9a5ee2 | Q4 | EMERSON | 13506 | EMERSON | 2016 | fourth_quarter | RET | H.R. 4955, Pension and Budget Integrity Act, S. 3240 | HOUSE OF REPRESENTATIVES,SENATE | 48000 | 0 | 0 | 2016-11-21T11:45:47.127000-05:00 | |
| 1906843 | BROWNSTEIN HYATT FARBER SCHRECK, LLP e9387939-377b-416d-87b9-2b812e9d1722 | Q4 | BROWNSTEIN HYATT FARBER SCHRECK, LLP | 7257 | FOREST COUNTY POTAWATOMI COMMUNITY | 2016 | fourth_quarter | RET | Tribal pension issues - Miners Protection Act of 2016 (S. 1714) - Retirement Enhancement and Savings Act of 2016 | Bureau of Indian Affairs (BIA),HOUSE OF REPRESENTATIVES,Interior, Dept of (DOI),SENATE | 60000 | 0 | 0 | 2016-11-22T17:08:45.747000-05:00 | |
| 1907959 | NATIONAL CONFERENCE ON PUBLIC EMPLOYEE RETIREMENT SYSTEMS 2fab303a-6eb8-4e9c-93e7-38b8847c6c67 | Q4 | NATIONAL CONFERENCE ON PUBLIC EMPLOYEE RETIREMENT SYSTEMS | 286291 | NATIONAL CONFERENCE ON PUBLIC EMPLOYEE RETIREMENT SYSTEMS | 2016 | fourth_quarter | RET | Public pensions and Secure Choice Pensions | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of | 17500 | 0 | 0 | 2016-12-17T19:55:42.167000-05:00 | |
| 1908073 | MR. ROBERT CARLSTROM JR. 9a4022b4-dd83-4df8-bee8-84ac4b0cbd3d | Q4 | MR. ROBERT CARLSTROM JR. | 48281 | ASSOCIATION OF MATURE AMERICAN CITIZENS | 2016 | fourth_quarter | RET | Social Security and retirement savings | HOUSE OF REPRESENTATIVES,SENATE | 16500 | 0 | 0 | 2016-12-22T11:44:29.987000-05:00 | |
| 1908831 | NATIONAL ASSOCIATION FOR UNIFORMED SERVICES ff15c005-d862-4810-ada4-bb9dc7dc6468 | 4T | NATIONAL ASSOCIATION FOR UNIFORMED SERVICES | 26615 | NATIONAL ASSOCIATION FOR UNIFORMED SERVICES | 2016 | fourth_quarter | RET | To protect the cost of living adjusted Social Security payments by ensuring that any major changes made would grandfather retirees and those near retirement; to improve the Medicare benefit and provide adequate reimbursement rates to health care professionals; establish a Consumer Price Index for Elderly (CPI-E) to compute cost of living increases for Social Security and other Medicare beneficiaries; phase out the taxation of Social Security Benefits; repeal the government pension offset and windfall elimination provisions; include a Social Security Lockbox. | Defense, Dept of (DOD),HOUSE OF REPRESENTATIVES,SENATE,Veterans Affairs, Dept of (VA),White House Office | 24493 | 0 | 1 | 2017-01-04T10:33:44-05:00 | |
| 1908837 | TIMOTHY JAMES 07e08091-4ada-4937-8993-d9952058c8da | Q4 | TIMOTHY JAMES | 401101071 | GROSSMANHEINZ ON BEHALF OF INTERNATIONAL UNION OF OPERATING ENGINEERS | 2016 | fourth_quarter | RET | yet to be introduced legislation reforming current pension law allowing for different types of multi-employer pension plans to preserve retirement security for participants and beneficiaries; Discussion Draft of "Composite Plans" for multi-employer plans subject to hearing at House Education and Workforce Committee | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2017-01-04T10:48:16-05:00 | |
| 1909175 | NATIONAL ASSOCIATION OF POSTMASTERS OF THE UNITED STATES a3dcd1eb-80da-4917-abff-ec30513ed2da | 4T | NATIONAL ASSOCIATION OF POSTMASTERS OF THE UNITED STATES | 27002 | NATIONAL ASSOCIATION OF POSTMASTERS OF THE UNITED STATES | 2016 | fourth_quarter | RET | Civil Service Retirement System Federal Employees Retirement System Thrift Savings Plan Social Security HR 711, Equal Treatment of Public Servants Act | Federal Retirement Thrift Investment Board,HOUSE OF REPRESENTATIVES,Office of Personnel Management (OPM),Postal Regulatory Commission,SENATE,U.S. Postal Service (USPS) | 30000 | 0 | 1 | 2017-01-05T12:34:45-05:00 | |
| 1909393 | PETER TURZA ef443923-3039-4e5d-b28b-044a6d81f2f7 | Q4 | PETER TURZA | 401103236 | ABF FREIGHT SYSTEMS, INC. | 2016 | fourth_quarter | RET | Issues with multiemployer pension plans and the obligations of contributing employers to such plans involving ERISA, MPPAA, the PPA and the Consolidated and Further Continuing Appropriations Act of 2015. Other bills of interest are the Pension Accountability Act (S. 2147) sponsored by Senator Portman in the Senate and by Congressmen Joyce and Tim Ryan in the House as well as the Keep Our Pensions Act sponsored by Senator Sanders in the Senate and Congresswoman Kaptur in the House. | HOUSE OF REPRESENTATIVES,SENATE | 50000 | 0 | 0 | 2017-01-05T21:07:32-05:00 | |
| 1909400 | YODLEE INC. ba191b54-c3bf-4b87-82a1-89cc0e896f7d | Q4 | YODLEE INC. | 401104165 | YODLEE INC. | 2016 | fourth_quarter | RET | DOL Fiduciary Rule | Consumer Financial Protection Bureau (CFPB),Federal Deposit Insurance Corporation (FDIC),Federal Reserve System,HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Natl Economic Council (NEC),Office of Science & Technology Policy (OSTP),Office of the Comptroller of the Currency (OCC),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of | 80000 | 0 | 0 | 2017-01-06T08:43:36-05:00 | |
| 1909402 | FLEET RESERVE ASSOCIATION 122c03c7-2733-4f5f-bdbc-defc1b28910a | Q4 | FLEET RESERVE ASSOCIATION | 14781 | FLEET RESERVE ASSOCIATION | 2016 | fourth_quarter | RET | H.R.303 - Retired Pay Restoration Act, H.R.333 - Disabled Veterans Tax Termination Act, S.271 - Retired Pay Restoration Act | HOUSE OF REPRESENTATIVES,SENATE | 120000 | 0 | 0 | 2017-01-06T09:09:45-05:00 | |
| 1909538 | INTERNATIONAL UNION OF POLICE ASSOCIATIONS, AFL-CIO ca0c98c1-9e1a-4cc6-9ac4-7fce08f4747e | Q4 | INTERNATIONAL UNION OF POLICE ASSOCIATIONS, AFL-CIO | 50400 | INTERNATIONAL UNION OF POLICE ASSOCIATIONS AFL-CIO | 2016 | fourth_quarter | RET | HR711, S 1651 | HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),SENATE,White House Office | 20000 | 0 | 0 | 2017-01-06T12:46:45-05:00 | |
| 1909549 | ALEXANDRA SHEPPARD ec96b8b6-208a-41cb-a46b-79aab91ebc44 | Q4 | ALEXANDRA SHEPPARD | 401104176 | JOHN DEERE | 2016 | fourth_quarter | RET | Discussed general employee benefit policy issues. | Army, Dept of (Corps of Engineers),Federal Communications Commission (FCC),HOUSE OF REPRESENTATIVES,Office of Management & Budget (OMB),SENATE | 20000 | 0 | 0 | 2017-01-06T13:00:20-05:00 | |
| 1909596 | FORSCEY, PLLC 53437946-2e1f-4744-bbe6-54fa5cd6e68a | Q4 | FORSCEY, PLLC | 52880 | WRITERS GUILD OF AMERICA, WEST | 2016 | fourth_quarter | RET | Monitor proposed amendments to and implementation of the Multi-Employer Pension Reform Act of 2014. | Federal Communications Commission (FCC),HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),SENATE | 30000 | 0 | 0 | 2017-01-06T13:54:11-05:00 | |
| 1909753 | GM STRATEGIES a47cbe6a-5524-4be9-9fce-16dd0d740446 | Q4 | GM STRATEGIES | 401103939 | UNITED ASSN OF JOURNEYMEN & APPRENTICES OF THE PLUMBING & PIPEFITTING INDUSTRY | 2016 | fourth_quarter | RET | - Implementation of Multiemployer Pension Reform Act of 2014. - Multiemployer pension reforms allowing new composite plan design (Kline draft proposal). | 30000 | 0 | 0 | 2017-01-06T16:45:32-05:00 | ||
| 1909875 | MR. MARK REY b77d675b-fa52-48ce-a493-dbbd26fe507b | Q4 | MR. MARK REY | 400454181 | NATIONAL OLDER WORKERS CAREER CENTER | 2016 | fourth_quarter | RET | Assisting retired federal workers secure new employment opportunities | HOUSE OF REPRESENTATIVES,Interior, Dept of (DOI),SENATE,U.S. Forest Service | 0 | 0 | 2017-01-08T16:43:17-05:00 | ||
| 1909964 | RICH FEUER ANDERSON b347e4cd-5f40-4a1e-91b1-74b272b7c867 | Q4 | RICH FEUER ANDERSON | 84775 | BLACKROCK FUNDS SERVICES GROUP LLC (FORMERLY BLACKROCK CAPITAL MANAGEMENT INC.) | 2016 | fourth_quarter | RET | Facilitating private sector access to multiple employer defined contribution plans. | HOUSE OF REPRESENTATIVES,SENATE | 80000 | 0 | 0 | 2017-01-09T11:11:14-05:00 | |
| 1910069 | SIFF & ASSOCIATES PLLC ee444660-e83b-4282-8f7d-a6b84a967ed7 | Q4 | SIFF & ASSOCIATES PLLC | 400665998 | CENTER FOR CAPITAL MARKETS COMPETITIVENESS, U.S. CHAMBER OF COMMERCE | 2016 | fourth_quarter | RET | Proposed rule regarding "Savings Arrangements Established by State Political Subdivisions for Non-Governmental Employees" describing the circumstances under which states and political subdivisions may design and operate payroll deduction savings programs, using automatic enrollment, for private-sector employees without causing the states or private-sector employers to establish employee pension benefit plans under the Employee Retirement Income Security Act of 1974 (ERISA); RIN 1210-AB76; August 30, 2016; 81 FR 59581. Proposed rule revising the Form 5500 series, "Annual Return/Report of Employee Benefit Plan," and implementing related regulations under the Employee Retirement Income Security Act of 1974 (ERISA); RIN 1210-AB63; July 21, 2016; 81 FR 47495; 81 FR 47533. "Definition of the Term 'Fiduciary'; Conflict of Interest Rule-Retirement Investment Advice" final rule to increase regulatory oversight and legal duties applicable to service providers to and sponsors of small retirement plans; RIN 1210-AB32; April 8, 2016; 81 FR 20945. | SENATE | 20000 | 0 | 0 | 2017-01-09T13:56:25-05:00 | |
| 1910449 | AZOA SERVICES CORP(ALLIANZ OF AMERICA) FORMERLY AZOA SERIVCES CORP/FIREMAN'S FUND(ALLIANZ OF AMERICA 2e0a0748-8f77-417b-96e5-ff1d19251364 | 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 | 2016 | fourth_quarter | RET | 401(k) Disclosure: Track Department of Labor rulemaking regarding 401 (k) fee disclosure. Argue against possible changes to the tax treatment of life insurance products. | Commodity Futures Trading Commission (CFTC),HOUSE OF REPRESENTATIVES,Risk Management Agency,Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of | 600000 | 0 | 0 | 2017-01-10T10:00:35-05:00 | |
| 1910466 | TREA SENIOR CITIZENS LEAGUE a96c3004-6f5b-428f-bd43-b59dab95b5c7 | Q4 | TREA SENIOR CITIZENS LEAGUE | 38426 | TREA SENIOR CITIZENS LEAGUE | 2016 | fourth_quarter | RET | Social Security Notch Reform: H.R. 314 and S. 99, Social Security Protection: H.R. 111 and S. 20 and H.R. 1983 and H.R. 3779, Social Security Reform: H.R. 973 and H.R. 1391 and H.R. 1904 and S. 731 and H.R. 1984 and H.R. 1811 and S. 960 and S. 1651 and H.R. 711, Social Security Consumer Price Index: H.R. 3351 and H.R. 3074 and H.R. 3500 and H.R. 3588 and H.R. 3961 and H.R. 3761 and S. 2251 and H.R. 4012 and H.R. 4144, No Social Security for Illegal Work: H.R. 1716, Disability Insurance Reform: S. 499 and H.R. 918 and S. 1198 and H.R. 1936. | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2017-01-10T10:28:25-05:00 | ||
| 1910519 | WINGS GLOBAL PARTNERS L,L,C. b17653e6-54c2-4419-8826-11bda71d6f31 | 4T | WINGS GLOBAL PARTNERS L,L,C. | 401103277 | EFFECTIVE COMMUNICATIONS STRATEGIES, LLC ( FOR ALLIED PILOTS ASSOCIATION) | 2016 | fourth_quarter | RET | PBGC issue to airline pilots | HOUSE OF REPRESENTATIVES,Pension Benefit Guaranty Corporation (PBGC),SENATE | 20000 | 0 | 1 | 2017-01-10T11:21:47-05:00 | |
| 1910730 | HOLLAND & KNIGHT LLP 3e21cdd3-b8a7-44b6-ab1a-a383621da52d | Q4 | HOLLAND & KNIGHT LLP | 18466 | CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. | 2016 | fourth_quarter | RET | Educating members of Congress and staff on the Department of Labor's Conflict of Interest Rule. | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2017-01-10T14:06:18-05:00 | ||
| 1910793 | WILLIAMS AND JENSEN, PLLC 4aea2191-cb7d-432b-923b-65cdfbd0ddc9 | Q4 | WILLIAMS AND JENSEN, PLLC | 41454 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 2016 | fourth_quarter | RET | Legislation and regulations affecting public pension plan. H.R. 711, S. 2381 and H.R. 4822. | HOUSE OF REPRESENTATIVES,SENATE | 50000 | 0 | 0 | 2017-01-10T15:07:43-05:00 | |
| 1911174 | MR. DONALD KANIEWSKI 3fea3167-ef2b-4a22-8625-2a953c4f2500 | Q4 | MR. DONALD KANIEWSKI | 322693 | LABORERS INTERNATIONAL UNION OF NORTH AMERICA | 2016 | fourth_quarter | RET | Lobbied in support of reforming multi-employer pension plans and PBGC issues. | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of | 45000 | 0 | 0 | 2017-01-11T13:03:34-05:00 | |
| 1911890 | AMERICAN COUNCIL OF LIFE INSURERS 69cacae5-3a55-407a-ad81-8d5de1f7259d | Q4 | AMERICAN COUNCIL OF LIFE INSURERS | 2115 | AMERICAN COUNCIL OF LIFE INSURERS | 2016 | fourth_quarter | RET | H.R. 506/ S. 245: Automatic IRA Act of 2015. Issue: retirement security H.R. 557/ S. 266: Retirement Security Act of 2015. Issue: retirement security H.R. 3590-The Patient Protection and Affordable Care Act, Issue: Assessments under state-based insurance exchanges. H.R. 2656 - The Receiving Electronic Statements to Improve Retiree Earnings Act. Issue: electronic disclosure of retirement plan notices. HR 2317/ S. 1317 - Lifetime Income Disclosure Act. Issue: lifetime income illustration S. Amendment 2761 to H.R. 1314-Bipartisan Budget Act of 2015. To amend the Internal Revenue Code of 1986 to reduce the payroll tax for self-employed individuals enrolled in a private disability insurance plan, and for employers that provide such plans to their employees. Issue: disability insurance. H.R. ___/S.___ Draft legislation amending Affordable Care Act provisions on health exchange assessments. Issue: Health Exchange Assessments H.R.___/S.___ Draft legislation to facilitate disability income insurance options for employees. Issue: Disability income insurance. H.R. 2028 - Further Continuing and Security Assistance Appropriations Act. Section 172, regarding funding to address the Social Security Disability Insurance (SSDI) hearing backlog. Issue: disability insurance HR 4067 - SAVE Act of 2015. Issue: retirement security H.R. ___/S.___ Draft legislation on tax treatment and consumer financing for long-term care insurance. Issue: Social Security Disability Insurance (SSDI) hearing decision backlog Retirement Improvements and Savings Enhancement Act Discussion Draft House GOP Blueprint on Tax Reform S. 3471 Retirement Enhancement and Savings Act of 2016. Issue: expanding retirement savings plans. H.R. 6396 - the Retirement Security for American Workers Act. Issue: expanding retirement savings plans. | HOUSE OF REPRESENTATIVES,SENATE | 1134000 | 0 | 0 | 2017-01-12T15:11:40-05:00 | |
| 1912190 | WILLIAMS AND JENSEN, PLLC 2ca88def-bf0a-48f8-aca4-34ccf8ce2c2e | Q4 | WILLIAMS AND JENSEN, PLLC | 41454 | AMERICAN EQUITY INVESTMENT LIFE HOLDING COMPANY | 2016 | fourth_quarter | RET | Benefit distribution in the form of annuities. Proposed Fiduciary Rule. | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of | 40000 | 0 | 0 | 2017-01-13T09:12:45-05:00 | |
| 1912624 | SOCIAL SECURITY WORKS 377c4d45-78c5-40d5-ab05-99fdc9a3f900 | Q4 | SOCIAL SECURITY WORKS | 401048957 | SOCIAL SECURITY WORKS | 2016 | fourth_quarter | RET | Social Security Expansion Education (Durbin, Cardenas) Against Social Security Commissions (Durbin) Children and Social Security (Sanchez, Joint Economic Council) Social Security Public Trustees (Senate Finance Committee) Against the 21st Century Cures Act (Schumer, Murray, Warren, Sanders, Schakowsky, Engel, DeLauro, Lowering Prescription Drug Prices (during Cures) | HOUSE OF REPRESENTATIVES,SENATE,Social Security Administration (SSA),White House Office | 12000 | 0 | 0 | 2017-01-13T12:32:40-05:00 | |
| 1912782 | NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC. 07633937-e8ea-436a-b21e-a14bb408a52e | Q4 | NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC. | 26980 | NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC. | 2016 | fourth_quarter | RET | Public Employee Pension Transparency Act and the Equal Treatment of Public Servants Act | Bureau of Justice Assistance,Defense, Dept of (DOD),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),Office of Justice Program,President of the U.S.,SENATE,Vice President of the U.S.,White House Office | 40000 | 0 | 0 | 2017-01-13T14:38:40-05:00 | |
| 1912798 | MCGUIREWOODS CONSULTING (A SUBSIDIARY OF MCGUIREWOODS LLP) ec1776be-25bf-4ef9-95d2-22443b6f8da3 | Q4 | MCGUIREWOODS CONSULTING (A SUBSIDIARY OF MCGUIREWOODS LLP) | 24486 | TIAA | 2016 | fourth_quarter | RET | Issues related to taxation of insurance companies, insurance products and retirement accounts. | HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of | 40000 | 0 | 0 | 2017-01-13T14:42:32-05:00 | |
| 1912916 | RICH FEUER ANDERSON c6439619-5b6e-4751-a827-ce0daf92ba87 | Q4 | RICH FEUER ANDERSON | 84775 | BIPARTISAN POLICY CENTER ADVOCACY NETWORK | 2016 | fourth_quarter | RET | Proposals to expand access to retirement savings plans and to promote sustainability of Social Security. | HOUSE OF REPRESENTATIVES,SENATE | 15000 | 0 | 0 | 2017-01-13T15:27:31-05:00 | |
| 1913230 | COVINGTON & BURLING LLP e8c986d9-a329-4fce-a122-84ca9aff8094 | Q4 | COVINGTON & BURLING LLP | 11195 | WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST | 2016 | fourth_quarter | RET | Multiemployer pension funding legislation. | Commerce, Dept of (DOC),Council of Economic Advisers (CEA),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Natl Economic Council (NEC),Office of Management & Budget (OMB),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of,White House Office | 240000 | 0 | 0 | 2017-01-13T17:53:15-05:00 | |
| 1913553 | VENN STRATEGIES 88c7f61a-63cf-4d0e-9f1c-97d8ff3d93cb | Q4 | VENN STRATEGIES | 65191 | AMERIPRISE FINANCIAL INC | 2016 | fourth_quarter | RET | Legislation and regulation affecting broker-dealers, asset management, life insurance companies and their products, including tax reform, issues related to retirement security, and activities of the Departments of Labor and Treasury. | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of | 60000 | 0 | 0 | 2017-01-15T18:19:00-05:00 | |
| 1913866 | THORN RUN PARTNERS 9ea66fe9-f643-4104-9a43-c08a103391bc | Q4 | THORN RUN PARTNERS | 400534596 | AARP | 2016 | fourth_quarter | RET | Social Security changes to benefits and eligibility. | HOUSE OF REPRESENTATIVES,SENATE | 40000 | 0 | 0 | 2017-01-16T12:36:38-05:00 | |
| 1913890 | THORN RUN PARTNERS eb16a985-667d-4398-83e2-60519974994c | Q4 | THORN RUN PARTNERS | 400534596 | JACKSON NATIONAL LIFE INSURANCE COMPANY | 2016 | fourth_quarter | RET | Rules on plan fiduciaries' responsibilities with respect to brokerage windows in 401(k)s. S.1317, Lifetime Income Disclosure Act. S.3471, Retirement Enhancement and Savings Act of 2016. | HOUSE OF REPRESENTATIVES,SENATE | 60000 | 0 | 0 | 2017-01-16T12:46:56-05:00 | |
| 1914051 | THE ESOP ASSOCIATION 52050c71-cd7e-4ac6-a7b4-db187804a749 | Q4 | THE ESOP ASSOCIATION | 13858 | ESOP ASSOCIATION | 2016 | fourth_quarter | RET | Any 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 Federal Internal Revenue Code. | HOUSE OF REPRESENTATIVES | 69772 | 0 | 0 | 2017-01-16T14:14:43-05:00 | |
| 1914055 | GEPHARDT GROUP GOVERNMENT AFFAIRS d415c05c-1d6a-4069-876a-7c1f9cc2aa4e | Q4 | GEPHARDT GROUP GOVERNMENT AFFAIRS | 315717 | BROWARD COUNTY | 2016 | fourth_quarter | RET | retirement issues | Environmental Protection Agency (EPA),Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,Office of Management & Budget (OMB),SENATE | 50000 | 0 | 0 | 2017-01-16T14:15:34-05:00 | |
| 1914075 | DAVIS & HARMAN LLP cd0379da-24ca-4d6f-a628-0be0c4f78300 | Q4 | DAVIS & HARMAN LLP | 11674 | BROKER/DEALER COORDINATION GROUP | 2016 | fourth_quarter | RET | Issues related to the effect of the Department of Labor's fiduciary definition regulation and coordination of such regulation with possible SEC action on broker/dealer standard of care. H.R. 1090/S.2497, Retail Investor Protection Act. H.R. 4293/S.2502, the Affordable Retirement Advice Act. H.R. 4294/S.2505, the Strengthening Access to Valuable Education and Retirement Support (SAVERS) Act. H.J. Res. 88, Disapproving the rule submitted by the Department of Labor related to the definition of fiduciary. H.R.5983, Financial CHOICE Act. | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE | 40000 | 0 | 0 | 2017-01-16T14:21:15-05:00 | |
| 1914086 | DAVIS & HARMAN LLP 993da193-675a-4dfe-8fd0-1b23bd683937 | Q4 | DAVIS & HARMAN LLP | 11674 | EDWARD JONES INVESTMENTS | 2016 | fourth_quarter | RET | Issues related to the effect of the Department of Labor's fiduciary regulation and coordination with possible SEC action on broker/dealer standard of care. | SENATE | 20000 | 0 | 0 | 2017-01-16T14:26:06-05:00 | |
| 1914093 | DAVIS & HARMAN LLP e6354d2d-3627-4e4f-826a-b919b2e5bcfa | Q4 | DAVIS & HARMAN LLP | 11674 | NATIONWIDE INSURANCE COMPANIES | 2016 | fourth_quarter | RET | Proposals to expand retirement plan coverage, including proposals to reform the multiple employer plan rules. Proposals related to creation of new qualified retirement plans for small business. Issues related to tax incentives for retirement savings. Issues related to the Department of Labor's proposed regulation defining fiduciary. Qualified plan issues. Issues related to EPCRS. Tax incentives for 457 plans. Application of the Volcker rule to insurance company general accounts. Proposals that would consolidate various retirement and IRA types. Proposals related to annuity incentives. Issues related to use of brokerage windows in defined contribution plans. Proposals related to electronic disclosure. Plan Consolidation. House Republican Blueprint. | HOUSE OF REPRESENTATIVES | 30000 | 0 | 0 | 2017-01-16T14:30:06-05:00 | |
| 1914101 | DAVIS & HARMAN LLP c8cfb422-b141-4ef6-8e85-964a0ed1c8bc | Q4 | DAVIS & HARMAN LLP | 11674 | STATE STREET BANK AND TRUST CO. | 2016 | fourth_quarter | RET | Issues related to expanding retirement coverage, facilitating retirement income, and increasing retirement security. Issues related to qualifying longevity annuity contracts. Issues related to state law preemption. Proposals to reform the multiple employer plan rules. Retirement Enhancement and Savings Act. S. 3471, Retirement Improvements and Savings Enhancements Act. | HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of | 40000 | 0 | 0 | 2017-01-16T14:33:12-05:00 | |
| 1914104 | DAVIS & HARMAN LLP bd49e990-82b0-497d-9149-855301cfb315 | Q4 | DAVIS & HARMAN LLP | 11674 | WILLIS NORTH AMERICA INC | 2016 | fourth_quarter | RET | Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans. Issues related to required minimum distributions. Issues related to government issued mortality tables. Issues related to tax incentives for retirement savings. Proposals related to nondiscrimination testing of pension plans. | SENATE | 0 | 0 | 2017-01-16T14:35:43-05:00 | ||
| 1914106 | DAVIS & HARMAN LLP 0268ea18-180d-4761-b70d-e291382e673b | Q4 | DAVIS & HARMAN LLP | 11674 | LPL FINANCIAL | 2016 | fourth_quarter | RET | Work with respect to proposals to enhance retirement savings opportunities for employers, employees, and individuals. S. 2216, Senior$afe Act. S. 3471, Retirement Enhancement and Savings Act. | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2017-01-16T14:39:01-05:00 | |
| 1914108 | DAVIS & HARMAN LLP f0445abb-72fb-4904-8f7a-15c1dab8d910 | Q4 | DAVIS & HARMAN LLP | 11674 | NATIONAL RURAL ELECTRIC COOPERATIVE ASSN | 2016 | fourth_quarter | RET | Proposals related to PBGC premiums. Proposals related to plan funding. Proposals to facilitate new growth of pension plans. Proposals to reform the multiple employer plan rules. Proposals related to nondiscrimination testing of pension plans. S. 3471, Retirement Enhancement and Savings Act. | HOUSE OF REPRESENTATIVES,SENATE | 40000 | 0 | 0 | 2017-01-16T14:42:07-05:00 | |
| 1914113 | DAVIS & HARMAN LLP fa6c0c12-a7f8-48f4-871e-a02bfa4dfaf7 | Q4 | DAVIS & HARMAN LLP | 11674 | HUELER INVESTMENT SERVICES, INC. | 2016 | fourth_quarter | RET | Issues related to qualifying longevity annuity contracts | Treasury, Dept of | 10000 | 0 | 0 | 2017-01-16T14:45:40-05:00 | |
| 1914125 | DAVIS & HARMAN LLP e2dbebd3-8472-44b0-b368-dfb4986fd09a | Q4 | DAVIS & HARMAN LLP | 11674 | TRANSAMERICA LIFE INSURANCE COMPANY | 2016 | fourth_quarter | RET | Proposals related to retirement plans for small business. Proposals to reform the multiple employer plan rules. Proposals to reform the 403(b) 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 income investment options. Proposals related to electronic disclosure, including H.R. 2656, Receiving Electronic Statements to Improve Retiree Earnings Act. S. 266/H.R. 557, Retirement Security Act. Plan consolidation. House Republican Blueprint. S. 3471, Retirement Enhancement and Savings Act. S. 3307, to amend the Internal Revenue Code and ERISA to avoid duplicative annual reporting. S. 2216, Senior $afe Act. | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2017-01-16T14:57:44-05:00 | |
| 1914392 | PUBLIC SPHERE, INC. 9c5f0f08-6efe-4e16-9c18-d739b723b1f3 | Q4 | PUBLIC SPHERE, INC. | 401104153 | LPL FINANCIAL, LLC | 2016 | fourth_quarter | RET | General Overview, retirement policy, financial services | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2017-01-17T08:54:12-05:00 | |
| 1914417 | PUBLIC SPHERE, INC. 8599cc9b-0cbd-4bca-9ea6-3b7f518b70fa | Q4 | PUBLIC SPHERE, INC. | 401104153 | PUTNAM INVESTMENTS | 2016 | fourth_quarter | RET | General Overview, retirement policy, tax reform, pension reform | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2017-01-17T09:06:52-05:00 | |
| 1914426 | PUBLIC SPHERE, INC. 8b3f0ef1-edf8-46cf-8bad-28f5fd312180 | Q4 | PUBLIC SPHERE, INC. | 401104153 | GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY | 2016 | fourth_quarter | RET | General Overview, retirement policy, financial services, pension reform | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2017-01-17T09:09:48-05:00 | |
| 1914440 | PUBLIC SPHERE, INC. e09f285d-bb43-4c80-a13d-0e6141cfceb8 | Q4 | PUBLIC SPHERE, INC. | 401104153 | BOSTON ASSET MANAGEMENT ASSOCIATION, INC. | 2016 | fourth_quarter | RET | General overview for members and staff | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2017-01-17T09:13:23-05:00 | |
| 1914501 | DAVIS & HARMAN LLP a9eee5c8-f906-4e72-a032-f1c38389a89c | Q4 | DAVIS & HARMAN LLP | 11674 | LINCOLN NATIONAL CORPORATION | 2016 | fourth_quarter | RET | Comprehensive pension and retirement savings legislation. Proposals related to electronic disclosure of information. H.R.557 & S.266, Retirement Security Act. S. 3471, Retirement Enhancement and Savings Act. | HOUSE OF REPRESENTATIVES | 10000 | 0 | 0 | 2017-01-17T09:36:08-05:00 | |
| 1914518 | WILLIAMS AND JENSEN, PLLC 197c49a7-0f73-4f73-a11f-254a9cd61fe3 | Q4 | WILLIAMS AND JENSEN, PLLC | 41454 | TD AMERITRADE | 2016 | fourth_quarter | RET | Depart of Labor Fiduciary proposal. | HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE | 50000 | 0 | 0 | 2017-01-17T09:43:44-05:00 | |
| 1914551 | EMERSON 452c89f9-6587-4efc-8171-8db9e91c88b4 | 4A | EMERSON | 13506 | EMERSON | 2016 | fourth_quarter | RET | H.R. 4955, Pension and Budget Integrity Act, S. 3240 | HOUSE OF REPRESENTATIVES,SENATE | 140000 | 0 | 0 | 2017-01-17T09:53:36-05:00 | |
| 1914565 | DAVIS & HARMAN LLP 3483c49e-1e92-41d2-9a57-27dae0f58a72 | Q4 | DAVIS & HARMAN LLP | 11674 | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | 2016 | fourth_quarter | RET | Issues related to tax incentives for retirement savings. Issues related to electronic delivery of IRC-and ERISA-mandated statements and disclosures. Proposals to increase PBGC premiums. Issues related to lifetime income. Proposals related to tax treatment of retirement plans, IRAs, and annuity products. Issues related to the Department of Labors proposed regulation defining fiduciary for investment advice purposes. H.R. 2656, Receiving Electronic Statements to Improve Retiree Earnings Act. H.R. 4293, the Affordable Retirement Advice Act. H.R. 4294, the Strengthening Access to Valuable Education and Retirement Support (SAVERS) Act. House Republican Task Force Blueprint. | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2017-01-17T09:58:09-05:00 | ||
| 1914590 | DAVIS & HARMAN LLP d73395d2-8427-45b3-b380-16241c7a763b | Q4 | DAVIS & HARMAN LLP | 11674 | RETIREMENT INDUSTRY TRUST ASSOCIATION | 2016 | fourth_quarter | RET | Issues related to self-directed retirement savings and proposals regarding tax incentives for retirement. | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2017-01-17T10:03:55-05:00 | |
| 1914601 | DAVIS & HARMAN LLP d334cdbf-da8b-445e-825e-d7fc9ccdeddc | Q4 | DAVIS & HARMAN LLP | 11674 | SPARK INSTITUTE | 2016 | fourth_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. H.R. 2656/S. 3417, Receiving Electronic Statements to Improve Retiree Earnings Act. S. 3471, Retirement Enhancement and Savings Act. H.R. 6396, Retirement Security for American Workers. | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2017-01-17T10:08:00-05:00 | |
| 1914604 | DAVIS & HARMAN LLP 1aa733e7-37aa-427f-806a-9b503f90d270 | Q4 | DAVIS & HARMAN LLP | 11674 | TIAA | 2016 | fourth_quarter | RET | Issues related to tax incentives for retirement savings. Issues regarding investment offerings in defined contribution plans. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase annuitization within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. H.R. 2656/S. 3417, Receiving Electronic Statements to Improve Retiree Earnings Act. Proposals that would consolidate various retirement and IRA types. House Republican Task Force Blueprint. S. 3471, Retirement Enhancement and Savings Act. | HOUSE OF REPRESENTATIVES | 10000 | 0 | 0 | 2017-01-17T10:10:43-05:00 | |
| 1914609 | DAVIS & HARMAN LLP 200dbed7-2b3f-46b8-b38c-57b8c739527b | Q4 | DAVIS & HARMAN LLP | 11674 | VANGUARD GROUP | 2016 | fourth_quarter | RET | Issues related to tax incentives for retirement savings. Issues related to employee benefit plan administration and electronic delivery of ERISA-mandated statements and disclosures. H.R. 2656/S. 3417, Receiving Electronic Statements to Improve Retiree Earnings Act. S. 3471, Retirement Enhancement and Savings Act. | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2017-01-17T10:13:22-05:00 | |
| 1914692 | SQUIRE PATTON BOGGS 3d109243-12f7-4c97-b140-76739652b96e | Q4 | SQUIRE PATTON BOGGS | 30906 | AON SERVICE CORPORATION (FKA AON HEWITT) | 2016 | fourth_quarter | RET | Advice regarding retirement-related legislation and regulatory reform. | HOUSE OF REPRESENTATIVES,SENATE | 60000 | 0 | 0 | 2017-01-17T10:47:44-05:00 | |
| 1914809 | CASSIDY & ASSOCIATES, INC. 48915f1d-c41c-47f3-b5b4-528f4d6e1794 | Q4 | CASSIDY & ASSOCIATES, INC. | 8453 | SOCIETY OF ACTUARIES | 2016 | fourth_quarter | RET | General legislative issues related to actuarial profession | HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of | 20000 | 0 | 0 | 2017-01-17T11:21:58-05:00 | |
| 1914917 | RNL CONSULTING LLC 8af7a095-9926-4726-b9f0-e495f1de6247 | Q4 | RNL CONSULTING LLC | 401104173 | GENWORTH FINANCIAL | 2016 | fourth_quarter | RET | Educate members and staff of House and Senate on retirement security and retirement financing issues, including private long term care insurance, caregiving, guaranteed income, and public policy approaches to retirement security that would include both public and private financing. | HOUSE OF REPRESENTATIVES,SENATE | 25000 | 0 | 0 | 2017-01-17T11:42:57-05:00 | |
| 1914963 | NATIONAL AIR TRAFFIC CONTROLLERS ASSOCIATION fd2fc3c9-2780-428a-b0a9-8799465ff6ab | Q4 | NATIONAL AIR TRAFFIC CONTROLLERS ASSOCIATION | 26477 | NATIONAL AIR TRAFFIC CONTROLLERS ASSOCIATION | 2016 | fourth_quarter | RET | Air Traffic Control retirement issue eligibility. Controller staffing, COLA, Thrift Savings Plan, federal pensions. CIP, FERS/CSRS. Sequestration. Federal Employee Tax. FEHBP. Impact of government shutdown. HR 5341 - recalculation of basic annuity benefits for certain air traffic controllers. HR 636, Sec. 4205 - Computation of Basic Annuity for Certain Air Traffic Controllers. HR 5785 - Annuity Supplement for Certain Air Traffic Controllers. S 3217 - Annuity Supplement for Certain Air Traffic Controllers. | Federal Aviation Administration (FAA),HOUSE OF REPRESENTATIVES,SENATE,Transportation, Dept of (DOT),White House Office | 257000 | 0 | 0 | 2017-01-17T11:47:10-05:00 | |
| 1915031 | UPS (UNITED PARCEL SERVICE) 8b9a7054-67c5-4c58-af73-d3ca00426960 | Q4 | UPS (UNITED PARCEL SERVICE) | 39223 | UPS (UNITED PARCEL SERVICE) | 2016 | fourth_quarter | RET | - Work on MEPPRA Funding for Multi-employer pension reform. - Educating Congress on UPS's concerns with multi-employer pension plan reform that does not protect UPS legacy plans. | Commerce, Dept of (DOC),Federal Aviation Administration (FAA),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE,State, Dept of (DOS),Transportation, Dept of (DOT),Treasury, Dept of,U.S. Customs & Border Protection,U.S. Trade Representative (USTR),White House Office | 1879732 | 0 | 0 | 2017-01-17T12:03:41-05:00 | |
| 1915203 | NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE a3e83585-e86b-4d34-8c44-57420a5f5fb3 | Q4 | NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE | 27467 | NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE | 2016 | fourth_quarter | RET | Cost of Living Adjustment Relief. S. 2251, H.R. 4144, Seniors and Veterans Emergency (SAVE) Benefits Act: proposal to require the Secretary of the Treasury to make a one time emergency payment to Social Security beneficiaries, veterans and others; and H.R. 5342, the Fair COLA for Seniors Act of 2016: proposal to offer Social Security beneficiaries a one-time emergency benefit payment and adopt the Consumer Price Index for the Elderly (CPI-E) for the purpose of determining COLAs for Social Security beneficiaries. Social Security Expansion. H .R. 1391, S. 1904, Social Security 2100 Act; H.R. 5952, Strengthening Social Security Act of 2016. Proposals to improve benefits and to strengthen Social Security's financing by eliminating the payroll tax cap, among other changes. Social Security Expansion Support. H.Res. 393: proposal expressing support for protecting and expanding Social Security benefits while securing the program's long term future. Caregiver Social Security Credits. S. 2721, H.R. 3377, Social Security Caregiver Credit Act of 2015/2016: proposal to provide wage credits for individuals who reduce their participation in the workforce or leave the workforce to provide care to specified family members and relatives. Social Security Commission. H.R. 1578, Social Security Commission Act of 2015: proposals to require a commission to make recommendations for achieving solvency of the Social Security trust funds for 75 years. Social Security Reform. H.R. 6489, Social Security Reform Act of 2016: proposals to achieve solvency of the Social Security trust fund by cutting benefits. Supplemental Security Income (SSI). S. 1387, H.R. 2442, Supplemental Security Income Restoration Act of 2015: proposals to update provisions in the SSI program to reflect inflation since 1972 and to increase the asset limit to $10,000 for an individual and $15,000 for a couple. Supplemental Security Income and Social Security Benefits. H .R. 2511, School Attendance Improves Lives (SAIL) Act: proposal to require SSI beneficiaries b… | Administration on Aging,Centers For Medicare and Medicaid Services (CMS),Executive Office of the President (EOP),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),Labor, Dept of (DOL),Natl Economic Council (NEC),Office of Management & Budget (OMB),President of the U.S.,SENATE,Social Security Administration (SSA),Treasury, Dept of,Vice President of the U.S. | 200000 | 0 | 0 | 2017-01-17T13:00:26-05:00 | |
| 1915212 | NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS 5eef71b9-8e69-4683-a4d8-e8a5de85b087 | Q4 | NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS | 26901 | NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS | 2016 | fourth_quarter | RET | Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 1090, S. 1317 and H.R. 2317. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors: H.R. 4293, S. 2502, H.R. 506, S. 245, H.R. 3050 and H.R. 4094. | Centers For Medicare and Medicaid Services (CMS),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of | 612770 | 0 | 0 | 2017-01-17T13:01:24-05:00 | |
| 1915286 | NAVIGATORS GLOBAL LLC (FORMERLY DC NAVIGATORS, LLC) d6e4f2cd-9a99-43fb-83b4-b687d4a9ebba | Q4 | NAVIGATORS GLOBAL LLC (FORMERLY DC NAVIGATORS, LLC) | 85071 | UNITED PARCEL SERVICE | 2016 | fourth_quarter | RET | General issues - no specific legislation. | HOUSE OF REPRESENTATIVES,SENATE | 40000 | 0 | 0 | 2017-01-17T13:12:38-05:00 | |
| 1915479 | DEAN FOODS COMPANY ab44a9f7-6a3a-484a-b175-8b0b1ae5622b | Q4 | DEAN FOODS COMPANY | 58396 | DEAN FOODS COMPANY | 2016 | fourth_quarter | RET | Provisions in the Multiemployer Pension Reform Act of 2014 included in HR 83, the Consolidated and Further Continuing Appropriations Act of 2015; S 2147 and HR 4029; S.1631 and HR 2844; additional proposals to modernize multiemployer plans and final regulations to MPRA. | HOUSE OF REPRESENTATIVES,SENATE | 70000 | 0 | 0 | 2017-01-17T13:54:42-05:00 | |
| 1915892 | ALLIANCE FOR RETIRED AMERICANS 3738f903-a6c0-49ce-9b05-509c553a2705 | Q4 | ALLIANCE FOR RETIRED AMERICANS | 67238 | ALLIANCE FOR RETIRED AMERICANS | 2016 | fourth_quarter | RET | 1. Proposals to change the Social Security annual Cost of Living Adjustment formula 2. Proposals to raise the Social Security normal retirement age 3. Proposals to "means test" Social Security benefits 4. Beneficiary information available through Social Security Administration field offices 5. Status of the Social Security Disability Insurance Trust Fund 6. Closing of Social Security Administration field offices 7. H.R. 3150, One Social Security Act, entire bill 8. H.R. 5731, SAVE UP Act,Secure, Accessible, Valuable, Efficient Universal Pension Accounts Act, entire bill 9. H.R. 711, Equal Treatment of Public Servants Act of 2015,entire bill 10.H.R. 5952,Strengthening Social Security Act of 2016, entire bill 11. S. 1940, Safeguarding American Families and Expanding Social Security Act of 2015, entire bill 12. S. 2251, Seniors and Veterans Emergency Benefits Act, entire bill 13.Implementation of the Multiemployer Pension Reform Act of 2014 14.Nominations of Charles Blahous and Robert Reischauer as Social Security Public Trustees | Centers For Medicare and Medicaid Services (CMS),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Pension Benefit Guaranty Corporation (PBGC),SENATE | 60000 | 0 | 0 | 2017-01-17T15:53:03-05:00 | |
| 1916002 | NATIONAL RURAL LETTER CARRIERS' ASSOCIATION 1b550171-8246-4087-9514-3d5580254ee8 | Q4 | NATIONAL RURAL LETTER CARRIERS' ASSOCIATION | 28526 | NATIONAL RURAL LETTER CARRIERS' ASSOCIATION | 2016 | fourth_quarter | RET | H.R. 711 "Equal Treatment of Public Servants Act of 2015" for any annuitant impacted by the Windfall Elimination Provision (WEP), H.R. 711 would replace the WEP with a new benefit schedule, providing for a more equitable calculation of the WEP. For annuitants impacted by WEP, the bill would reduce their WEP penalty for future payments. The actual dollar reduction would be determined by the Social Security Administration, based upon projected savings attributable to enforcement sections of the bill. The NRLCA has not taken a position on this bill. | HOUSE OF REPRESENTATIVES,SENATE | 125000 | 0 | 0 | 2017-01-17T16:36:07-05:00 | |
| 1916333 | THE CHARLES GROUP, LLC 1bc73027-06aa-4b67-a49c-db7ba899a490 | Q4 | THE CHARLES GROUP, LLC | 53458 | ASSOCIATION OF MATURE AMERICAN CITIZENS, INC. | 2016 | fourth_quarter | RET | creation of Social Security IRA and other Social Security reforms. | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2017-01-17T18:48:00-05:00 | |
| 1916477 | CROSSROADS STRATEGIES, LLC a7109f7b-ef15-470a-9e39-0a98fea3da54 | Q4 | CROSSROADS STRATEGIES, LLC | 400531586 | MORGAN STANLEY & CO LLC | 2016 | fourth_quarter | RET | H.R.1090, Retail Investor Protection Act; issues related to the Department of Labor's Fiduciary Rule. | HOUSE OF REPRESENTATIVES,SENATE | 50000 | 0 | 0 | 2017-01-17T21:41:24-05:00 | |
| 1916503 | CROSSROADS STRATEGIES, LLC 5196551a-672d-4cee-94c8-125bd51107d4 | Q4 | CROSSROADS STRATEGIES, LLC | 400531586 | AICPA ASSOCIATION OF INTERNATIONAL CERTIFIED PROFESSIONAL ACCOUNTANTS | 2016 | fourth_quarter | RET | Issues related to employee benefit plan audit quality. | HOUSE OF REPRESENTATIVES,SENATE | 40000 | 0 | 0 | 2017-01-17T22:02:40-05:00 | |
| 1916537 | CROSSROADS STRATEGIES, LLC 340c9b80-fa00-4f4e-8364-afb73a7fb3b8 | Q4 | CROSSROADS STRATEGIES, LLC | 400531586 | PRUDENTIAL FINANCIAL, INC. | 2016 | fourth_quarter | RET | H.R.1090, Retail Investor Protection Act. Legislation to enhance retirement plan options. Issues related to 420 Transfers. Issues related to the Department of Labor's proposed Fiduciary Rule. | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2017-01-17T22:26:49-05:00 | |
| 1916970 | MCGUIREWOODS CONSULTING (A SUBSIDIARY OF MCGUIREWOODS LLP) b5d85a0f-7046-4e91-a7c1-9a27deb1125d | Q4 | MCGUIREWOODS CONSULTING (A SUBSIDIARY OF MCGUIREWOODS LLP) | 24486 | ALTRIA CLIENT SERVICES | 2016 | fourth_quarter | RET | Issues related to taxation of insurance companies, insurance products and retirement accounts | HOUSE OF REPRESENTATIVES,SENATE | 65000 | 0 | 0 | 2017-01-18T10:11:25-05:00 | |
| 1916983 | ASSOCIATION OF MATURE AMERICAN CITIZENS 2e4f630d-3a3b-4828-a357-2c39a16cd314 | Q4 | ASSOCIATION OF MATURE AMERICAN CITIZENS | 400482380 | ASSOCIATION OF MATURE AMERICAN CITIZENS | 2016 | fourth_quarter | RET | Creation of Social Security IRA and other reforms | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2017-01-18T10:14:40-05:00 | |
| 1916993 | DAVIS & HARMAN LLP 281a349c-35b1-4dd0-8930-7db56b8da4b3 | Q4 | DAVIS & HARMAN LLP | 11674 | BUSINESS ROUNDTABLE | 2016 | fourth_quarter | RET | Proposals relating to defined benefit plan funding and treatment of hybrid plans. Proposals relating to the treatment of employer-provided employee benefit plans. Proposals related to defined contribution plan fees and fee disclosure practices. Proposals related to increased PBGC premiums. Proposals relating to entitlement reform. | 20000 | 0 | 0 | 2017-01-18T10:15:36-05:00 | ||
| 1917018 | DAVIS & HARMAN LLP 9d80ef36-ebd6-4b43-aac4-fcf1f9ca3c2d | Q4 | DAVIS & HARMAN LLP | 11674 | AMERICAN BENEFITS COUNCIL | 2016 | fourth_quarter | RET | Proposals related to retirement plan enhancements. Proposals relating to defined benefit plans, including plan funding. Issues related to tax incentives for retirement savings. Proposals related to stemming leakage from retirement plans through reform of plan loan rules. Proposals related to stable value investment offerings in defined contribution plans. Proposals related to phased retirement. Proposals to increase 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. Issues related to PBGC collections and PBGC disclosure issues. Proposals related to electronic disclosure of information under ERISA, including H.R. 2656/S. 3417 Receiving Electronic Statements to Improve Retiree Earnings Act. Proposals regarding compliance of retirement plans. Issues related to use of brokerage windows in defined contribution plans. Proposals to reform the multiple employer plans rules. Proposals to modify required minimum distribution rules. Proposals that would modify limits on retirement plan contributions. Proposals related to stretch IRAs. Retirement provisions in the President's FY 2017 budget. Issues related to access to death master file. Issues related to government issued mortality tables. Proposals to amend the nondiscrimination provisions to protect older, longer service employees. Issues related to swap, margin, and capital rules. S. 266/H.R. 557, Retirement Security Act. H.R. 4293, the Affordable Retirement Advice Act.H.R. 4294, the Strengthening Access to Valuable Education and Retirement Support (SAVERS) Act. State-administered retirement plan initiatives. Annuitization with respect to defined benefit plans. QLACs. Effects of corporate integration on retirement plans. H.R. 5186, Help All Americans Save for College Act. S. 3078, Retirement Savings Lost and Found Act. House Republican Task Forc… | HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of | 40000 | 0 | 0 | 2017-01-18T10:20:31-05:00 | |
| 1917104 | OWENS-ILLINOIS, INC 53bb6fca-619c-4208-951c-539cfde06885 | Q4 | OWENS-ILLINOIS, INC | 49646 | OWENS-ILLINOIS INC | 2016 | fourth_quarter | RET | Pension and retirement issues; PBGC Premiums, Pension and Budget Integrity Act, HR 4955. | Environmental Protection Agency (EPA),HOUSE OF REPRESENTATIVES,SENATE | 190000 | 0 | 0 | 2017-01-18T10:40:16-05:00 | |
| 1917145 | CAPITOL HILL STRATEGIES, LLC 428f2a53-f238-465b-8856-06554473c4e1 | Q4 | CAPITOL HILL STRATEGIES, LLC | 91774 | PRUDENTIAL FINANCIAL INC | 2016 | fourth_quarter | RET | Legislation to enhance retirement plan options H.R. 4294, Strengthening Access to Valuable Education and Retirement Support Act of 2015 (Savers Act). | HOUSE OF REPRESENTATIVES,SENATE | 50000 | 0 | 0 | 2017-01-18T10:46:24-05:00 | |
| 1917173 | NATIONAL FEDERATION OF THE BLIND 8f65115a-469a-418c-8f48-8bafd7b9a1d3 | Q4 | NATIONAL FEDERATION OF THE BLIND | 401103561 | NATIONAL FEDERATION OF THE BLIND | 2016 | fourth_quarter | RET | To increase employment of blind people by removing disincentives to work in current Social Security law. | Architectural & Transportation Barriers Compliance Board,Defense, Dept of (DOD),Education, Dept of,HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Office of Management & Budget (OMB),SENATE,State, Dept of (DOS) | 30000 | 0 | 0 | 2017-01-18T10:49:19-05:00 | |
| 1917221 | CAPITOL HILL STRATEGIES, LLC 41b4e3fb-0c40-4b67-a63f-e489ae92677e | Q4 | CAPITOL HILL STRATEGIES, LLC | 91774 | INVESTMENT COMPANY INSTITUTE | 2016 | fourth_quarter | RET | Issues related to proposed Department of Labor regulations on investment advice (Fiduciary Rule) Legislation to enhance retirement plan options H.R. 4294, Strengthening Access to Valuable Education and Retirement Support Act of 2015 (Savers Act). | HOUSE OF REPRESENTATIVES,SENATE | 40000 | 0 | 0 | 2017-01-18T11:02:16-05:00 | |
| 1917239 | CAPITOL HILL STRATEGIES, LLC fc7a1e02-48b9-4513-9630-20e71aaddf77 | Q4 | CAPITOL HILL STRATEGIES, LLC | 91774 | PRINCIPAL FINANCIAL GROUP | 2016 | fourth_quarter | RET | Issues related to proposed Department of Labor regulations on investment advice (Fiduciary Rule) H.R. 4294, Strengthening Access to Valuable Education and Retirement Support Act of 2015 (Savers Act). | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2017-01-18T11:05:36-05:00 | |
| 1917358 | THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY 15e74900-10c7-46b0-adc9-f73d9b6ec732 | Q4 | THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY | 29607 | THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY | 2016 | fourth_quarter | RET | RET - Fourth Quarter Report - 2016 H.R. 506/ S. 245: Automatic IRA Act of 2015. Issue: retirement security H.R. 557/ S. 266: Retirement Security Act of 2015. Issue: retirement security H.R. 2028 - Further Continuing and Security Assistance Appropriations Act. Section 172, regarding funding to address the Social Security Disability Insurance (SSDI) hearing backlog. Issue: disability insurance H.R. 2317/ S. 1317 - Lifetime Income Disclosure Act. Issue: lifetime income illustration H.R. 2656 - The Receiving Electronic Statements to Improve Retiree Earnings Act. Issue: electronic disclosure of retirement plan notices. H.R. 3590-The Patient Protection and Affordable Care Act, Issue: Assessments under state-based insurance exchanges. H.R. 4067 - SAVE Act of 2015. Issue: retirement security H.R. 6396 - the Retirement Security for American Workers Act. Issue: expanding retirement savings plans. H.R. ___/S.___ Draft legislation amending Affordable Care Act provisions on health exchange assessments. Issue: Health Exchange Assessments H.R.___/S.___ Draft legislation to facilitate disability income insurance options for employees. Issue: Disability income insurance. H.R. ___/S.___ Draft legislation on tax treatment and consumer financing for long-term care insurance. Issue: Social Security Disability Insurance (SSDI) hearing decision backlog S. Amendment 2761 to H.R. 1314-Bipartisan Budget Act of 2015. To amend the Internal Revenue Code of 1986 to reduce the payroll tax for self-employed individuals enrolled in a private disability insurance plan, and for employers that provide such plans to their employees. Issue: disability insurance. S. 3471 Retirement Enhancement and Savings Act of 2016. Issue: expanding retirement savings plans. Retirement Improvements and Savings Enhancement Act Discussion Draft House GOP Blueprint on Tax Reform | HOUSE OF REPRESENTATIVES,SENATE | 800000 | 0 | 0 | 2017-01-18T11:27:16-05:00 | |
| 1917598 | NATIONWIDE MUTUAL INSURANCE COMPANY 8118c5bb-b6af-4ae9-b1a9-0e0fa9532691 | Q4 | NATIONWIDE MUTUAL INSURANCE COMPANY | 26411 | NATIONWIDE MUTUAL INSURANCE COMPANY | 2016 | fourth_quarter | RET | Congressional activity surrounding the Department of Labor's proposed regulation to redefine "fiduciary" (not yet in legislative form) HR 1090 - Retail Investor Protection Act - Prohibits the Secretary of Labor from prescribing any regulation under the Employee Retirement Income Security Act of 1974 (ERISA) defining the circumstances under which an individual is considered a fiduciary until 60 days after the Securities and Exchange Commission (SEC) issues a final rule governing standards of conduct for brokers and dealers under specified law Department of Labor's Conflict of Interest (proposed rule) - To update the definition of fiduciary under the Employee Retirement Income Security Act of 1974 HR 2317/S. 1317 - To amend the Employee Retirement Income Security Act of 1974 to require a lifetime income disclosure Senator Warren Letter on Annuities - Responding to request for information on incentives for annuity sales. HR 2656 - Receiving Electronic Statements To Improve Retiree Earnings (RETIRE) Act-To amend the Employee Retirement and Income Security Act of 1974 and the Internal Revenue Code of 1986 to provide for the electronic delivery of pension plan information HR 3020/S. 1695 - Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act, 2016 - Making appropriations for the Departments of Labor, Health and Human Services, and education, and related agencies for the fiscal year ending September 30, 2016, and for other purposes HR 2029 - Making appropriations for military construction, the Department of Veterans Affairs, and related agencies for the fiscal year ending September 30, 2016, and for other purposes HR 4294- SAVERS Act of 2015 - Amends the Internal Revenue Code of 1986 to require an affirmative vote by Congress before any final rule by the Department of Labor regarding the definition of fiduciary goes into effect. Should Congress fail to approve, - outlines requirements for a new fiduciary standard that would take effect HR 4293- Affordable Retir… | Federal Deposit Insurance Corporation (FDIC),Federal Emergency Management Agency (FEMA),Federal Reserve System,Health & Human Services, Dept of (HHS),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Transportation, Dept of (DOT),Treasury, Dept of,U.S. Copyright Office,U.S. Postal Service (USPS) | 820000 | 0 | 0 | 2017-01-18T12:20:48-05:00 | |
| 1917635 | SUMMIT STRATEGIES GOVERNMENT AFFAIRS LLC d08972ca-cecb-4073-8c5d-10c81eb65255 | Q4 | SUMMIT STRATEGIES GOVERNMENT AFFAIRS LLC | 401103550 | THE ASSOCIATION OF UNION CONSTRUCTORS | 2016 | fourth_quarter | RET | Issues related to multiemployer pension reform. | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE | 20000 | 0 | 0 | 2017-01-18T12:26:15-05:00 | |
| 1917645 | INVESTMENT COMPANY INSTITUTE 36d79e0c-2f8c-415a-b703-94074dd26cae | Q4 | INVESTMENT COMPANY INSTITUTE | 20128 | INVESTMENT COMPANY INSTITUTE | 2016 | fourth_quarter | RET | S. 3417 - Receiving Electronic Statements to Improve Retiree Earnings Act (Brown) S. 3471 - Retirement Enhancement and Savings Act of 2016 (Hatch) Retirement Improvements and Savings Enhancements Act of 2016 (Wyden) H.R. 2656 - Receiving Electronic Statements to Improve Retiree Earnings Act (Polis) DOL Fiduciary Rule DOL Rule on State-Run Retirement Plans | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of,White House Office | 956400 | 0 | 0 | 2017-01-18T12:29:36-05:00 | |
| 1917754 | PORTERFIELD, FETTIG & SEARS, LLC 8e491350-cc6d-4baa-a9ef-3468b5057b01 | Q4 | PORTERFIELD, FETTIG & SEARS, LLC | 305054 | STATE FARM INSURANCE COMPANIES | 2016 | fourth_quarter | RET | Implementation and modification to proposed rulemaking entitled, "Definition of the Term Fiduciary; Conflict of Interest Rule - Retirement Investment Advice" published by the U.S. Department of Labor (80 FR 21927). H.R. 1090/S.2497, Retail Investor Protection Act | Federal Reserve System,HOUSE OF REPRESENTATIVES,SENATE | 70000 | 0 | 0 | 2017-01-18T12:56:04-05:00 | |
| 1918074 | AMERICAN BENEFITS COUNCIL 7a3686c7-4c16-4e14-a62b-6d84dc6be1d5 | Q4 | AMERICAN BENEFITS COUNCIL | 4675 | AMERICAN BENEFITS COUNCIL | 2016 | fourth_quarter | RET | FY 2017 Federal Budget Proposal - retirement policy initiatives Tax reform - employer sponsored retirement tax incentives House Republicans Tax Reform Task Force Defined Benefit Plan Issues Mortality table updates De-risking pensions methods Non-discrimination issues affecting defined benefit plans Retirement Security Preservation Act of 2016 (RSPA) PBGC premiums Hybrid plan rules, including Pension Equity Plans Pension Portability Act - S. 2147/H.R. 4029 Pension and Budget Integrity Act of 2016 - H.R. 4955/S. 3240 Defined Contribution Plan Issues Retirement plan coverage Lifetime income Plan fees Shrinking Emergency Account Losses (SEAL) Act - S. 324 Automatic IRA Act of 2015 - H.R. 506/S. 245 Retirement Security Act of 2015 - H.R. 557/S. 266 Retail Investors Protection Act - H.R. 1090 The Lifetime Income Disclosure Act - S. 1317/H.R. 2317 Retirement Savings Lost and Found Act of 2016 - S. 3078/H.R. 5805 Retirement Choice Protection Act of 2015 - H.R. 3922 Small Businesses Add Value for Employees Act (SAVE) Act of 2015 - H.R. 4067 Universal Savings Account Act - H.R. 4094 Womens Pension Protection Act of 2015 - S. 2110/H.R. 4235 Receiving Electronic Statements to Improve Retiree Earnings Act - H.R. 2656/S. 3417 Affordable Retirement Advice Protection (ARAP) Act - H.R. 4293 Strengthening Access to Valuable Education & Retirement Support (SAVERS) Act - H.R. 4294 Financial Choice Act of 2016 - H.R. 5983 Secure, Accessible, Valuable, Efficient, Universal Pension (SAVE UP) Act - H.R. 5731 Retirement Security for American Workers Act - H.R. 6396 EEOC Reform Act - S. 2693 Retirement Improvements and Savings Enhancements (RISE) Act of 2016 - Early Draft of retirement reform legislation Retirement Enhancement and Savings (RESA) Act - modified version Other Final Fiduciary Definition/Conflict of Interest Rule Proposed & New Revisions to EEO-1 Form - annual Employer Information Report New Claims Procedures - Disability Benefits (DOL, EBSA) Proposed Form 5500 Changes Executive & nonqualified deferred compen… | Centers For Medicare and Medicaid Services (CMS),Equal Employment Opportunity Commission (EEOC),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Office of Management & Budget (OMB),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of | 177146 | 0 | 0 | 2017-01-18T13:53:03-05:00 | |
| 1918087 | BANK POLICY INSTITUTE 462e75a4-7c0e-4086-a19f-8f30d1f7a7bb | Q4 | BANK POLICY INSTITUTE | 5290 | BANK POLICY INSTITUTE | 2016 | fourth_quarter | RET | Issues related to Department of Labors proposed rule-fiduciary rule making, which defines when a person providing investment advice becomes a fiduciary under the Employee Retirement Income Security Act of 1974 (ERISA); Issues related to: Congressional Budget Office (CBO) 10 year budgets and scoring of retirement tax deferrals; H.R. 2029, Consolidated Appropriations Act of 2016; and H.R. 1090, Retail Investor Protection Act; H.R.4293, Affordable Retirement Advice Protection Act; H.R.4294, Strengthening Access to Valuable Education and Retirement Support Act (SAVERS Act) of 2015; S.2502, Affordable Retirement Advice Protection Act; S.2505, SAVERS Act of 2016; S.2497, Retail Investor Protection Act of 2016. Issues related to reforming the U.S. Tax code; (H.J.Res.88; S.J.Res.33); issues related to Open Multiple Employer Plans; issues related to auto enrollment in employer-sponsored plans; issues related to expanding retirement plan coverage; issues related to reducing leakage from the retirement system and ensuring adequate income in retirement; Retirement Enhancement and Savings Act | Consumer Financial Protection Bureau (CFPB),Defense, Dept of (DOD),Federal Housing Finance Agency (FHFA),Federal Reserve System,HOUSE OF REPRESENTATIVES,Housing & Urban Development, Dept of (HUD),Labor, Dept of (DOL),Natl Economic Council (NEC),Office of Management & Budget (OMB),Office of the Comptroller of the Currency (OCC),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of,U.S. Trade Representative (USTR),White House Office | 950000 | 0 | 0 | 2017-01-18T13:56:04-05:00 | |
| 1918096 | LAND O'LAKES, INC. 6116be27-4649-4fec-a6d4-90bdf47539b9 | Q4 | LAND O'LAKES, INC. | 22110 | LAND O'LAKES INC | 2016 | fourth_quarter | RET | Provisions in the Multiemployer Pension Reform Act of 2014 (MPRA) included in H.R. 83, the Consolidated and Further Continuing Appropriations Act, 2015 (Pub. Law 113-235); S. 2147 and H.R. 4029; S. 1631 and H.R. 2844; additional proposals to modernize multiemployer plans; and final regulations related to MPRA. | Agriculture, Dept of (USDA),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of | 340000 | 0 | 0 | 2017-01-18T13:56:57-05:00 | |
| 1918184 | SHEET METAL & AIR CONDITIONING CONTRACTORS NAT'L ASSN 8326356d-1ff5-4a1d-9560-9d34b7641afc | Q4 | SHEET METAL & AIR CONDITIONING CONTRACTORS NAT'L ASSN | 35068 | SHEET METAL & AIR CONDITIONING CONTRACTORS NAT'L ASSN | 2016 | fourth_quarter | RET | Support Partnership for Multiemployer Retirement Security Submitted statement to House Education and Workforce Committee Subcommittee for hearings on Multiemployer Pension Plans address issues related to the Pension Protection Act Statement submitted for record: Support reform to create stronger employment and tax laws at state and federal level with more effective enforcement to eliminate possible payroll fraud and worker misclassification in construction industry Support "Solutions Not Bailouts" proposal for multiemployer pension plan reform. Letter to Sen. Wyden (OR) - Support "Solutions Not Bailouts" proposal for multiemployer pension plans. Oppose limiting withdrawal liability of a limited class of employers participating in multiemployer pension plans. Support Davis-Bacon prevailing wage coverage Support renewal of three energy-efficient building tax extenders that expired in 2014: Residential Energy-Efficient Tax Credit (IRC Sec. 25C), Energy-Efficient New Home Tax Credit (IRC Sec. 45L), and the Commercial Building Tax Deduction (IRC Sec. 179D) Support Davis-Bacon Act, prevailing wage coverage/reject repeal amendment - H.R. 3763 Support composite plans/multiemployer pension plans. Support Davis-Bacon Act, prevailing wage coverage by opposing amendment to H.R. 4974/MilCon-VA Appropriations Act Support Project Labor Agreements (PLAs) on public construction by opposing amendment to H.R. 4974, the MilCon-VA Act of 2017 Encourage Congress to pass Composite Plan legislation Support multiemployer composite plan design | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2017-01-18T14:06:59-05:00 | ||
| 1918247 | INTERNATIONAL BROTHERHOOD OF BOILERMAKERS 22d0942a-c0c0-4b4a-9b09-bd86a33e2d81 | Q4 | INTERNATIONAL BROTHERHOOD OF BOILERMAKERS | 19811 | INTERNATIONAL BROTHERHOOD OF BOILERMAKERS | 2016 | fourth_quarter | RET | Multi-employer Pension Reform | Energy, Dept of,HOUSE OF REPRESENTATIVES,SENATE | 90000 | 0 | 0 | 2017-01-18T14:21:21-05:00 | |
| 1918261 | HECHT LATHAM SPENCER & ASSOCIATES, INC., FORMERLY KNOWN AS HECHT SPENCER & ASSOC 38ccb578-8406-4e65-bf5e-cc3b31b48eb4 | Q4 | HECHT LATHAM SPENCER & ASSOCIATES, INC., FORMERLY KNOWN AS HECHT SPENCER & ASSOC | 17966 | BOY SCOUTS OF AMERICA | 2016 | fourth_quarter | RET | Retirement Enhancement and Savings Act of 2016 - provision amending Pension Benefit Guarantee Corporation premium rules for cooperatives and small employer charity pension plans. | HOUSE OF REPRESENTATIVES,SENATE | 40000 | 0 | 0 | 2017-01-18T14:23:27-05:00 | |
| 1918377 | INTERNATIONAL ASSOCIATION OF FIRE FIGHTERS ae385e84-7efc-4f5a-9e54-4e850e80c574 | Q4 | INTERNATIONAL ASSOCIATION OF FIRE FIGHTERS | 19753 | INTERNATIONAL ASSOCIATION OF FIRE FIGHTERS | 2016 | fourth_quarter | RET | Efforts to undermine public pensions Social Security Offsets Federal fire fighter pension calculation | Agriculture, Dept of (USDA),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Interior, Dept of (DOI),Justice, Dept of (DOJ),Labor, Dept of (DOL),SENATE,Transportation, Dept of (DOT),Treasury, Dept of | 101000 | 0 | 0 | 2017-01-18T14:44:18-05:00 | |
| 1918393 | WILLIAMS AND JENSEN, PLLC fbb3b581-d540-4f3b-9ae3-912b7ae9d6cd | Q4 | WILLIAMS AND JENSEN, PLLC | 41454 | TRANSAMERICA COMPANIES (FORMLY AEGON) | 2016 | fourth_quarter | RET | Legislation impacting retirement plans; multiple employer plans; S. 3471, Retirement Enhancement and Savings Act of 2016. | HOUSE OF REPRESENTATIVES,SENATE | 70000 | 0 | 0 | 2017-01-18T14:45:48-05:00 | |
| 1918406 | WILLIAMS AND JENSEN, PLLC bcfccdc4-4787-4a5d-ab67-cdbb92499268 | Q4 | WILLIAMS AND JENSEN, PLLC | 41454 | AMERICAN COUNCIL OF LIFE INSURERS | 2016 | fourth_quarter | RET | Legislation and proposals impacting retirement plans. Fiduciary proposals. Legislation on Labor, HHS, Education and Related Agencies appropriations. | HOUSE OF REPRESENTATIVES,SENATE | 60000 | 0 | 0 | 2017-01-18T14:46:50-05:00 | |
| 1918733 | PRINCIPAL FINANCIAL GROUP 32ea77f9-d663-4a93-86e5-c5e6e5bd29e4 | Q4 | PRINCIPAL FINANCIAL GROUP | 32178 | PRINCIPAL FINANCIAL GROUP | 2016 | fourth_quarter | RET | H.R.506: Automatic IRA Act of 2015- Amends the Internal Revenue Code to: (1) require certain employers who do not maintain qualifying retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement (automatic IRA arrangement) which grants such employees the right to opt-out of participation; (2) require the Secretary of the Treasury to provide employers with a model notice for notifying employees of their opportunity to participate in an automatic IRA arrangement and to provide participants with an annual statement setting forth payments, earnings, value, and other specified information; (3) impose a penalty on employers who fail to provide eligible employees access to an automatic IRA arrangement; (4) allow employers who do not have more than 100 employees a tax credit for costs associated with establishing an automatic IRA arrangement; and (5) increase the dollar limitation on the tax credit for small employer pension plan startup costs. Establishes an Automatic IRA Advisory Group to make recommendations regarding automatic IRA investment options. Requires the Secretary and the Secretary of Labor to jointly conduct feasibility studies on: (1) extending spousal consent requirements to automatic IRA arrangements; (2) automatically transferring amounts saved by employees in retirement bonds into alternative, private sector, diversified investments when employees' automatic IRA balances reach a certain dollar level; (3) using investment data to notify individuals with multiple small balance retirement accounts of consolidation options; and (4) using investment arrangements associated with automatic IRAs to assist in addressing the problem of abandoned accounts. Directs the Secretaries to prescribe administrative guidance for the use of multiple employer plans by December 31, 2015. H.R.557: Retirement Security Act of 2015- Directs the Secretary of the Treasury to: (1) prescribe final regulations to permit employers to participate in … | HOUSE OF REPRESENTATIVES,SENATE | 530000 | 0 | 0 | 2017-01-18T15:36:16-05:00 | |
| 1918747 | AFL-CIO 68cf89f1-1799-4e09-a4ff-326df9ba4c7b | Q4 | AFL-CIO | 363 | AFL-CIO | 2016 | fourth_quarter | RET | H.R. 711: Equal Treatment of Public Servants Act of 2015 ERISA Fiduciary duties Medicare: Part B Rx Drugs H.R. 5952: Strengthen Social Security Act DOL/EBSA Proposed rule on 5500 filing RX drug prices: HR 4207 Medicare FAIR drug pricing Act Budget reform: social security HR 6489: Social Security reform act of 2016 Social Security public trustee nominations Rewrite of congressional budget process Social Security public trustee nominations Social security and student loan debt Social Security cost of living for 2017 SSA Administrative funding HR 2582: Seniors' Health Care Plan Protection Act of 2015: Regulatory reform legislation possible CRA actions-General discussion of legislation | Defense, Dept of (DOD),Export-Import Bank of the United States (EXIM Bank),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),Labor, Dept of (DOL),Natl Labor Relations Board (NLRB),Occupational Safety & Health Administration (OSHA),Securities & Exchange Commission (SEC),SENATE,Social Security Administration (SSA),State, Dept of (DOS),Treasury, Dept of,U.S. Trade Representative (USTR) | 540000 | 0 | 0 | 2017-01-18T15:37:47-05:00 | |
| 1918767 | AMERICAN ACADEMY OF ACTUARIES 3640fd23-6723-4468-b141-42b7f2822955 | Q4 | AMERICAN ACADEMY OF ACTUARIES | 1318 | AMERICAN ACADEMY OF ACTUARIES | 2016 | fourth_quarter | RET | Development of Public Policy Toolkit; issue brief on PBGC's multiemployer pension program; issue brief on risk transfers by defined benefit pension plans; defined benefit QLAC options; multiemployer composite plans; Congressional pension/retirement initiatives. | Congressional Budget Office (CBO),Federal Reserve System,Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),SENATE,Treasury, Dept of | 54000 | 0 | 0 | 2017-01-18T15:38:45-05:00 | |
| 1919018 | WEBSTER, CHAMBERLAIN & BEAN, LLP f5540843-1107-48ae-a575-969aff741557 | Q4 | WEBSTER, CHAMBERLAIN & BEAN, LLP | 40830 | NATIONAL ORGANIZATION OF SOCIAL SECURITY CLAIMANTS' REPRESENTATIVES | 2016 | fourth_quarter | RET | Social Security issues | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2017-01-18T16:21:23-05:00 | |
| 1919071 | AMERICAN INSTITUTE FOR APPLIED GOVERNMENT c58ef6d2-8b08-4c65-b4db-eadbd315a577 | Q4 | AMERICAN INSTITUTE FOR APPLIED GOVERNMENT | 401103785 | OUR GENERATION | 2016 | fourth_quarter | RET | Social Security | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2017-01-18T16:28:08-05:00 | |
| 1919130 | JACKSON NATIONAL LIFE INSURANCE COMPANY 055504a5-8db2-488b-b4a4-a6b12fc32ab7 | Q4 | JACKSON NATIONAL LIFE INSURANCE COMPANY | 20334 | JACKSON NATIONAL LIFE INSURANCE COMPANY | 2016 | fourth_quarter | RET | Rules on plan fiduciaries responsibilities with respect to brokerage windows in 401(k)s. S.1317, Lifetime Income Act. S.3471, Retirement Enhancement and Savings Act of 2016. | HOUSE OF REPRESENTATIVES,SENATE | 120000 | 0 | 0 | 2017-01-18T16:40:28-05:00 |
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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);