lobbying_activities
Data license: Public Domain (U.S. Government data) · Data source: Federal Register API & Regulations.gov API
283 rows where filing_period = "fourth_quarter", filing_year = 2017 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2055923 | YODLEE INC. a2f3fabb-05ba-480c-911e-c6ad739ecf9a | 4T | YODLEE INC. | 401104165 | YODLEE INC. | 2017 | fourth_quarter | RET | Fiduciary standards | Consumer Financial Protection Bureau (CFPB),Federal Deposit Insurance Corporation (FDIC),Federal Reserve System,Financial Crimes Enforcement Network (FinCEN),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Natl Economic Council (NEC),Office of the Comptroller of the Currency (OCC),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of | 60000 | 0 | 1 | 2017-11-27T15:58:21.573000-05:00 | |
| 2056802 | ANDREWS & ANDREWS, PLLC 27cb4f15-d300-48ee-9ee6-2aff6f2760e5 | Q4 | ANDREWS & ANDREWS, PLLC | 400905645 | FIDELITY & GUARANTY LIFE | 2017 | fourth_quarter | RET | Monitored retirement security legislation that could affect fixed indexed annuities; monitored legislation that impacts the Dept. of Labor's conflict of interest rule. Did not lobby on specific bills. | 20000 | 0 | 0 | 2017-12-17T11:39:34.970000-05:00 | ||
| 2057976 | FLEET RESERVE ASSOCIATION 368dff87-71d9-465a-82ba-7dbdb0ee693d | Q4 | FLEET RESERVE ASSOCIATION | 14781 | FLEET RESERVE ASSOCIATION | 2017 | fourth_quarter | RET | H.R.3011 - Military Retiree Survivor Comfort Act, S.1411 - A bill to amend title 10, United States Code, to provide for a five-year extension of the payment of the special survivor indemnity allowance under the Survivor Benefit Plan, S.339 - Military Widow's Tax Elimination Act, H.R.846 - Military Surviving Spouses Equity Act, S.66 - Retired Pay Restoration Act, H.R.303 - Retired Pay Restoration Act | HOUSE OF REPRESENTATIVES,SENATE | 120000 | 0 | 0 | 2018-01-04T10:06:57.357000-05:00 | |
| 2058015 | ALLON ADVOCACY, LLC 05190bc5-e57a-4bf2-b4e6-1d493ff805e7 | Q4 | ALLON ADVOCACY, LLC | 401104657 | YODLEE INC. | 2017 | fourth_quarter | RET | Fiduciary standards, including the Department of Labor's fiduciary rule. | Consumer Financial Protection Bureau (CFPB),Federal Deposit Insurance Corporation (FDIC),Federal Reserve System,HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Natl Economic Council (NEC),Office of the Comptroller of the Currency (OCC),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of | 40000 | 0 | 0 | 2018-01-04T11:54:33.207000-05:00 | |
| 2058236 | MWR CONSULTING f4ce427a-0c4d-466d-875b-6e836314f109 | Q4 | MWR CONSULTING | 401104301 | HOLLISTER, INC. | 2017 | fourth_quarter | RET | Employee Retirement Income Security Act | Centers For Medicare and Medicaid Services (CMS),HOUSE OF REPRESENTATIVES,SENATE | 45000 | 0 | 0 | 2018-01-05T13:22:36.973000-05:00 | |
| 2058259 | MR. DONALD KANIEWSKI fb626b51-5446-4294-8fe8-7ecfe2d41cfa | Q4 | MR. DONALD KANIEWSKI | 322693 | LABORERS INTERNATIONAL UNION OF NORTH AMERICA | 2017 | 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 | 2018-01-05T14:32:54.697000-05:00 | |
| 2058345 | PETER TURZA 5009243d-39a2-4137-b79c-0bb7bdd37e60 | Q4 | PETER TURZA | 401103236 | ABF FREIGHT SYSTEMS, INC. | 2017 | 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. | HOUSE OF REPRESENTATIVES,SENATE | 50000 | 0 | 0 | 2018-01-06T13:00:44.447000-05:00 | |
| 2058514 | LUSSIER, GREGOR, VIENNA & ASSOCIATES 0cb17c0c-57b4-4bad-8a77-d6c3ce1b854c | Q4 | LUSSIER, GREGOR, VIENNA & ASSOCIATES | 40065 | RETIRED STATE COUNTY & MUNICIPAL EMPLOYEES OF MASSACHUSETTS ASSOCIATION | 2017 | fourth_quarter | RET | Support for reform of the Windfall Elimination Provision (WEP) of the Social Security law similar to H.R. 711 "The Equal Treatment of Public Servants Act of 2015) (prior Congress). | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2018-01-08T13:16:04.057000-05:00 | ||
| 2058544 | LUSSIER, GREGOR, VIENNA & ASSOCIATES 503988f8-36ff-4c82-a9cc-790f94e0614c | Q4 | LUSSIER, GREGOR, VIENNA & ASSOCIATES | 40065 | WILLIAMS & JENSEN, PLLC (ON BEHALF OF CALPERS) | 2017 | fourth_quarter | RET | 1. General support for defined benefit pension plans in the public sector; including opposition to the concepts embodied in H.R. 4822, the Public Pension Transparency Act (PEPTA) (prior Congress); to the so-called annuity accumulation plan (as previously proposed by Senator Hatch; and general opposition to any legislation that would undermine the independence of state and local employee pension plans. 2. Support for reforms proposed by H.R. 711, The Equal Treatment of Public Servants Act of 2015 (prior Congress) | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2018-01-08T13:55:40.200000-05:00 | |
| 2058908 | HOGAN LOVELLS US LLP 5ea4cff8-4c1d-41d2-afcd-3f7d388c0826 | Q4 | HOGAN LOVELLS US LLP | 18422 | CALIFORNIA STATE TEACHERS' RETIREMENT SYSTEM | 2017 | fourth_quarter | RET | Possible proposals to impose mandatory coverage under Social Security of state and local government employees and provide relief under Social Security benefit offsets; proposals regarding Medicare coverage. | HOUSE OF REPRESENTATIVES,SENATE | 60000 | 0 | 0 | 2018-01-09T14:22:52.490000-05:00 | |
| 2059089 | NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE c0617242-5cf7-4cbc-80c2-2d711513e872 | Q4 | NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE | 27467 | NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE | 2017 | fourth_quarter | RET | Adopting Rules for the 115th Congress (H. Res. 5). Provision creating a point of order to legislation reallocating funds from the Social Security Old Age and Survivors Insurance (OASI) Trust Fund to the Disability Insurance Trust Fund. Cost of Living Adjustment Relief (H.R. 1251, CPI-E Act of 2017; H.R. 1902, Social Security 2100 Act; H.R. 2855, Social Security for Future Generations Act of 2017; H.R. 2896, the Fair COLA for Seniors Act of 2017). Proposals to adopt the Consumer Price Index for the Elderly (CPI-E) for the purpose of determining cost-of-living adjustments (COLAs) for Social Security beneficiaries. Social Security Expansion (H.R. 1902, Social Security 2100 Act; H.R. 1114/S. 427, Social Security Expansion Act; H.R. 2855, Social Security for Future Generations Act of 2017). Proposals to improve benefits and to strengthen Social Security's financing by altering the payroll tax cap, among other changes. Caregiver Social Security Credits (No bill). Proposals to provide Social Security 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. 3423, Social Security Commission Act). Proposal to require a commission to make recommendations for achieving solvency of the Social Security trust funds for 75 years. Social Security Reform (No bill). Proposals to achieve solvency of the Social Security trust fund by cutting benefits. Supplemental Security Income (H.R. 3307, Supplemental Security Income Restoration Act). Proposal 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. Government Pension Offset and Windfall Elimination Provision (H.R. 1205, Social Security Fairness Act of 2017). Proposal to repeal the Government Pension Offset and Windfall Elimination Provision. Access to Social Security Administration Online Services (No bill). Pertaining to SSAs adm… | 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. | 270000 | 0 | 0 | 2018-01-09T16:34:22.633000-05:00 | |
| 2059238 | TREA SENIOR CITIZENS LEAGUE c57b9bcc-cb36-41a6-ad36-90b6e5b92dbe | Q4 | TREA SENIOR CITIZENS LEAGUE | 38426 | TREA SENIOR CITIZENS LEAGUE | 2017 | fourth_quarter | RET | Social Security Notch Reform: H.R. 867, Social Security Trust Fund Protection: H.R. 1113, Social Security Reform: H.R. 1114 and S. 427 and H.R. 1205 and S. 915 and H.R. 1583 and H.R. 1631 and H.R. 1902 and H.R. 2855 and H.R. 3302 and S. 1600 and H.Res. 659 and H.R. 4521, Social Security Consumer Price Index for the Elderly: H.R. 67 and H.R. 991 and H.R. 1251 and H.R. 2016 and H.R. 2896 and H.R. 4076, Prevention of Fraud, Waste, and Abuse: H.R. 624 and H.R. 3934. | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2018-01-10T10:17:56.243000-05:00 | ||
| 2059408 | ALLIANCE FOR RETIRED AMERICANS a9dd2dc7-9474-4a8c-aa08-94f8db5fc7df | Q4 | ALLIANCE FOR RETIRED AMERICANS | 67238 | ALLIANCE FOR RETIRED AMERICANS | 2017 | 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. 1251,CPI-E Act of 2017, entire bill 8. H.R. 1637, Save Social Security Act of 2017, entire bill 9. Implementation of the Multiemployer Pension Reform Act of 2014 10. S. 427, Social Security Expansion Act, entire bill 11. H.R. 1114, Social Security Expansion Act, entire bill 12. Department of Labor Conflict of Interest/Fiduciary Duty Rule, issues regarding implementation and proposals to delay the rule 13. S. 1255, Social Security Caregiver Credit Act of 2017, entire bill 14. H.R. 2896, Fair COLA for Seniors Act of 2017, entire bill | Centers For Medicare and Medicaid Services (CMS),Federal Communications Commission (FCC),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),President of the U.S.,SENATE | 60000 | 0 | 0 | 2018-01-10T12:19:43.927000-05:00 | |
| 2059760 | MCGUIREWOODS CONSULTING (A SUBSIDIARY OF MCGUIREWOODS LLP) 607ff63c-59b0-47da-8291-cdeed53ac4d4 | Q4 | MCGUIREWOODS CONSULTING (A SUBSIDIARY OF MCGUIREWOODS LLP) | 24486 | STUDENT DEBT REDUCTION COALITION | 2017 | fourth_quarter | RET | Pursuit of public policy to promote the reduction of student debt, overall financial wellness, and retirement savings | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2018-01-10T16:37:17.823000-05:00 | ||
| 2059775 | MCGUIREWOODS CONSULTING (A SUBSIDIARY OF MCGUIREWOODS LLP) 5b821f4c-9c64-474a-81dd-861924b39012 | Q4 | MCGUIREWOODS CONSULTING (A SUBSIDIARY OF MCGUIREWOODS LLP) | 24486 | ALTRIA CLIENT SERVICES | 2017 | fourth_quarter | RET | Issues related to taxation of insurance companies, insurance products and retirement accounts | HOUSE OF REPRESENTATIVES,SENATE | 60000 | 0 | 0 | 2018-01-10T16:40:25.710000-05:00 | |
| 2059785 | MCGUIREWOODS CONSULTING (A SUBSIDIARY OF MCGUIREWOODS LLP) 69f63698-b18e-49a5-bc5c-9513bdea5b87 | Q4 | MCGUIREWOODS CONSULTING (A SUBSIDIARY OF MCGUIREWOODS LLP) | 24486 | TIAA | 2017 | 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 | 2018-01-10T16:42:30.510000-05:00 | |
| 2060014 | ATLAS ADVOCACY d29aa884-5a44-49c5-85b6-abd967c55035 | Q4 | ATLAS ADVOCACY | 401100069 | UNITED MINE WORKERS OF AMERICA | 2017 | fourth_quarter | RET | Pension and healthcare. | HOUSE OF REPRESENTATIVES,SENATE | 36000 | 0 | 0 | 2018-01-11T10:22:04.837000-05:00 | |
| 2060070 | BALLARD PARTNERS 1f98e2a7-2e87-41c1-a74e-9c74859f133c | Q4 | BALLARD PARTNERS | 401104288 | MECHANICAL CONTRACTORS ASSOCIATION OF AMERICA | 2017 | fourth_quarter | RET | The registrant will advise and advocate for the client on general government policies and regulations. | Commerce, Dept of (DOC),Labor, Dept of (DOL),Treasury, Dept of | 40000 | 0 | 0 | 2018-01-11T10:56:59.087000-05:00 | |
| 2060111 | AMERICAN COUNCIL OF LIFE INSURERS 8248d9aa-d446-4c41-9834-96b0d5c2fdf5 | Q4 | AMERICAN COUNCIL OF LIFE INSURERS | 2115 | AMERICAN COUNCIL OF LIFE INSURERS | 2017 | fourth_quarter | RET | H.R. 854 - the Retirement Security for American Workers Act. Issue: expanding retirement savings plans. S. 1383: Retirement Security Act of 2017. Issue: retirement security H.R. 1 - Tax Cuts and Jobs Act. Issue: tax reform as it pertains to life insurance H.R. 2055/ S. 868 - Lifetime Income Disclosure Act. Issue: lifetime income illustration S. 1321, the Affordable Retirement Advice Protection Act. Issue: alternative to the DOL fiduciary rule H.R. 2823, the Affordable Retirement Advice for Savers Act. Issue: alternative to the DOL fiduciary rule H.J. Res 66 (PL 115-35), Resolution disapproving the DOL rule related to state based retirement plans H.J. Res 67 (PL 115-24), Resolution disapproving the DOL rule related to municipality based retirement plans. S. 1379, the Graduate Student Savings Act. Issue: promotes retirement savings for graduate students H.R. 2030, Savings Enhancement by Alleviating Leakage in 401(k) Savings Act. Issue: prevents retirement savings leakage H.R. 4610, the RETIRE Act. Issue: electronic delivery of retirement statements. H.R. 4524, the Retirement Simplification and Enhancement Act. Issue: 401(k) plan improvements and lifetime income provisions. H.R. 4523, the Automatic Retirement Plan Act. Issue: mandatory 401(k) H.R. 4637 , The Small Businesses Add Value for Employees (SAVE) Act of 2017. Issue: various retirement savings improvement provisions. H.R. 4604, The Increasing Access to a Secure Retirement Act. Issue: measures to bolster Americans retirement security and annuity selection safe harbor. Pub.L. 111-148-The Patient Protection and Affordable Care Act, Issue: Assessments under state-based insurance exchanges. H.R.4225/S.2241 legislation amending Affordable Care Act provisions on health exchange assessments. Issue: Health Exchange Assessments Public Law No: 115-31. Consolidated Appropriations Act of 2017 Maintain Section 172 of Further Continuing and Security Assistance Appropriations Act regarding funding to address the Social Security Disability Insurance … | HOUSE OF REPRESENTATIVES,SENATE | 1036400 | 0 | 0 | 2018-01-11T11:16:50.683000-05:00 | |
| 2060194 | WILLIAMS AND JENSEN, PLLC 51890d1b-43bf-48de-9ba7-41836619ab52 | Q4 | WILLIAMS AND JENSEN, PLLC | 41454 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 2017 | fourth_quarter | RET | Legislation and regulations affecting public pension plan. | HOUSE OF REPRESENTATIVES,SENATE | 50000 | 0 | 0 | 2018-01-11T11:52:07.310000-05:00 | |
| 2060223 | AMERICAN ACADEMY OF ACTUARIES a69568ac-4406-4dc4-af36-8518ec2e9a88 | Q4 | AMERICAN ACADEMY OF ACTUARIES | 1318 | AMERICAN ACADEMY OF ACTUARIES | 2017 | fourth_quarter | RET | Develop position statement on initiatives to increase retirement income options within employer-sponsored defined contribution plans; review of the role of US tax policy on retirement security. | Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of | 21000 | 0 | 0 | 2018-01-11T12:07:37.567000-05:00 | |
| 2060401 | NATIONAL ACTIVE AND RETIRED FEDERAL EMPLOYEES ASSOCIATION 29ab6701-d2d9-4682-a9f3-5b38081669e7 | Q4 | NATIONAL ACTIVE AND RETIRED FEDERAL EMPLOYEES ASSOCIATION | 27081 | NATIONAL ACTIVE AND RETIRED FEDERAL EMPLOYEES ASSOCIATION | 2017 | fourth_quarter | RET | Support H.R. 1205/S. 915 the Social Security Fairness Act of 2017, which would repeal both the Government Pension Offset (GPO) and the Windfall Elimination Provision (WEP). Support H.R. 1251, the CPI-E Act of 2017, which would require Social Security and many federal retirement programs, including federal civilian retirement annuities, to use the Consumer Price Index for the Elderly (CPI-E) to calculate cost-of-living adjustments for those retirement benefits. Oppose H.R> 3200, the Taxpayer-Funded Pension Disclosure Act, which would make available through the Freedom of Information Act (FOIA) personal pension information of retired federal employees, including full name, last place of employment, monthly annuity amount, their most recent position and retirement date. | HOUSE OF REPRESENTATIVES,Office of Personnel Management (OPM),SENATE,U.S. Postal Service (USPS) | 90000 | 0 | 0 | 2018-01-11T14:32:46.827000-05:00 | |
| 2060837 | DANEA KEHOE 51446fcd-0210-4d03-b2ef-989819e51528 | Q4 | DANEA KEHOE | 67570 | NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS | 2017 | fourth_quarter | RET | Pension simplification, lifetime disclosure isssues | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE | 10000 | 0 | 0 | 2018-01-12T08:56:43.927000-05:00 | |
| 2061041 | SIFF & ASSOCIATES PLLC 087174e4-180b-455c-b964-f563a3b64811 | Q4 | SIFF & ASSOCIATES PLLC | 400665998 | CENTER FOR CAPITAL MARKETS COMPETITIVENESS, U.S. CHAMBER OF COMMERCE | 2017 | fourth_quarter | RET | Proposed rule to extend the transition period and delay the applicability dates of the "Definition of the Term 'Fiduciary'; Conflict of Interest Rule-Retirement Investment Advice" final rule and related Prohibited Transaction Exemptions; 82 Fed. Reg 41365 (August 31, 2017). U.S. Department of Labor Interpretive Bulletin 2016-1 relating to the exercise of shareholder rights, proxy voting, and written statements of investment policy, published Dec. 29, 2016. Seeking to ensure that any changes to U.S. Department of Labor Interpretive Bulletin 2015-1 relating to fiduciary standards under ERISA in considering economically targeted investments, published Oct. 26, 2015, do not needlessly curtail pension fund investments in infrastructure development that are otherwise prudent investments for a plan to make. Nomination of Preston Rutledge to be Assistant Secretary for the Employee Benefits Security Administration, U.S. Department of Labor. | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE | 20000 | 0 | 0 | 2018-01-12T10:34:49.677000-05:00 | |
| 2061051 | SIFF & ASSOCIATES PLLC 52dcc829-89b1-4648-bd14-145cf9501078 | Q4 | SIFF & ASSOCIATES PLLC | 400665998 | FMR LLC | 2017 | fourth_quarter | RET | Proposed rule to extend the transition period and delay the applicability dates of the "Definition of the Term 'Fiduciary'; Conflict of Interest Rule-Retirement Investment Advice" final rule and related Prohibited Transaction Exemptions; 82 Fed. Reg 41365 (August 31, 2017). | Labor, Dept of (DOL),SENATE,White House Office | 50000 | 0 | 0 | 2018-01-12T10:38:58.697000-05:00 | |
| 2061059 | SIFF & ASSOCIATES PLLC ee27a7e2-88ba-4304-9cba-0c485e71e4c2 | Q4 | SIFF & ASSOCIATES PLLC | 400665998 | SIGNATORY WALL AND CEILING CONTRACTORS ALLIANCE | 2017 | fourth_quarter | RET | H.R. 1, the "Tax Cut and Jobs Act," legislation to provide for reconciliation pursuant to title II of the concurrent resolution on the budget for fiscal year 2018; potential amendments related to authorizing composite multiemployer pension plans. Legislative proposal to amend the Employee Retirement Income Security Act and the Internal Revenue Code to authorize a new composite multiemployer pension plan design (no bill introduced). General education concerning the role that the creation of composite plans can play in stabilizing the finances of the Pension Benefit Guaranty Corporation. | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE | 30000 | 0 | 0 | 2018-01-12T10:42:04.883000-05:00 | |
| 2061348 | SHEET METAL & AIR CONDITIONING CONTRACTORS NAT'L ASSN 55cc0f71-0ea9-4a62-a007-8322309ce2e3 | Q4 | SHEET METAL & AIR CONDITIONING CONTRACTORS NAT'L ASSN | 35068 | SHEET METAL & AIR CONDITIONING CONTRACTORS NAT'L ASSN | 2017 | fourth_quarter | RET | Support Davis-Bacon - Oppose amendment to S. Con. Res. 3, The Fiscal Year 2017 Budget Resolution Encourage Vice President-Elect Pence to support Project Labor Agreements (PLA) in federal construction projects where appropriate by sustaining Executive Order 13502 Support Davis-Bacon - Oppose The Transportation Investment Recalibration to Equality (TIRE) Act Oppose "Fair and Open Contracting Act of 2017" - S. 622, H.R. 1552 | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2018-01-12T15:06:34.133000-05:00 | ||
| 2061374 | NATIONAL FEDERATION OF THE BLIND af37de1e-1500-4131-9bfb-3ddc8549b575 | Q4 | NATIONAL FEDERATION OF THE BLIND | 401103561 | NATIONAL FEDERATION OF THE BLIND | 2017 | 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),Transportation, Dept of (DOT) | 20000 | 0 | 0 | 2018-01-12T15:10:39.760000-05:00 | |
| 2061515 | ALYSON PARKER 84a31197-ea3c-48c1-a5e3-200bef98e473 | Q4 | ALYSON PARKER | 401104026 | NATIONAL RETIREE LEGISLATIVE NETWORK | 2017 | fourth_quarter | RET | Pension issues such as pension plan mergers | Centers For Medicare and Medicaid Services (CMS),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE | 15000 | 0 | 0 | 2018-01-12T17:15:20.963000-05:00 | |
| 2061686 | INTERNATIONAL UNION OF POLICE ASSOCIATIONS, AFL-CIO 217cba21-4423-4531-8440-5e0adaaac2fd | Q4 | INTERNATIONAL UNION OF POLICE ASSOCIATIONS, AFL-CIO | 50400 | INTERNATIONAL UNION OF POLICE ASSOCIATIONS AFL-CIO | 2017 | fourth_quarter | RET | HR1205, Medicare for those with mandatory retirement age (public safety). | HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),SENATE | 20000 | 0 | 0 | 2018-01-13T14:44:24.173000-05:00 | |
| 2062137 | DAVIS & HARMAN LLP 41dea24a-53be-4e8b-9f09-407dd81522e0 | Q4 | DAVIS & HARMAN LLP | 11674 | WILLIS NORTH AMERICA INC | 2017 | fourth_quarter | RET | Work with respect to cash balance, pension equity, and other hybrid pension plans. Issues related to tax incentives for retirement plans. H.R. 4524, the Retirement Plan Simplification and Enhancement Act. H.R. 1, the Tax Cuts and Jobs Act. | HOUSE OF REPRESENTATIVES | 0 | 0 | 2018-01-15T13:59:51.570000-05:00 | ||
| 2062138 | DAVIS & HARMAN LLP 44231935-adfc-415b-9bb7-453840751b6b | Q4 | DAVIS & HARMAN LLP | 11674 | BROKER/DEALER COORDINATION GROUP | 2017 | 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. 2823 Affordable Retirement Advice for Savers Act. S.1321, Affordable Retirement Advice Protection Act. Legislative proposals to address the fiduciary issue. H.R. 3857, Protecting Advice for Small Savers Act. H.R. 1, the Tax Cuts and Jobs Act. | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE | 10000 | 0 | 0 | 2018-01-15T14:03:53.053000-05:00 | |
| 2062140 | DAVIS & HARMAN LLP 3719a449-4d62-42a4-bb0a-df1a750abc65 | Q4 | DAVIS & HARMAN LLP | 11674 | EDWARD JONES INVESTMENTS | 2017 | 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. | 30000 | 0 | 0 | 2018-01-15T14:05:54.303000-05:00 | ||
| 2062143 | DAVIS & HARMAN LLP 01c086d4-1339-40cf-ae0b-ebbce9682980 | Q4 | DAVIS & HARMAN LLP | 11674 | HUELER INVESTMENT SERVICES, INC. | 2017 | fourth_quarter | RET | Issues related to qualifying longevity annuity contracts. H.R. 4524, the Retirement Plan Simplification and Enhancement Act. | HOUSE OF REPRESENTATIVES | 0 | 0 | 2018-01-15T14:06:56.647000-05:00 | ||
| 2062145 | DAVIS & HARMAN LLP 18c93fbd-990a-4c7a-aeab-ecb37d2b74e7 | Q4 | DAVIS & HARMAN LLP | 11674 | LPL FINANCIAL | 2017 | fourth_quarter | RET | Work with respect to proposals to enhance retirement savings opportunities for employers, employees, and individuals. S. 223, Senior$afe Act. Small business tax credit. H.R. 3902, Small Employer Retirement Savings Auto-Enrollment Credit Act. SIMPLE IRAs. Proposals related to "Rothification." H.R. 4524, the Retirement Plan Simplification and Enhancement Act. H.R. 1, the Tax Cuts and Jobs Act. | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2018-01-15T14:08:00.003000-05:00 | |
| 2062147 | DAVIS & HARMAN LLP b6a5f7a1-8421-4901-929d-4e305f3f4588 | Q4 | DAVIS & HARMAN LLP | 11674 | NATIONAL RURAL ELECTRIC COOPERATIVE ASSN | 2017 | 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, including H.R. 854, Retirement Security for American Workers Act. Proposals related to nondiscrimination testing of pension plans. H.R. 3596, Rightsizing Pension Premiums Act. Proposals related to defined benefit plan administration. Proposals related to "Rothification." H.R. 4524, the Retirement Plan Simplification and Enhancement Act. H.R. 1, the Tax Cuts and Jobs Act. | HOUSE OF REPRESENTATIVES,SENATE,White House Office | 20000 | 0 | 0 | 2018-01-15T14:10:01.300000-05:00 | |
| 2062153 | DAVIS & HARMAN LLP 53bb29f0-0392-47c5-b517-f94f1d750737 | Q4 | DAVIS & HARMAN LLP | 11674 | NATIONWIDE INSURANCE COMPANIES | 2017 | fourth_quarter | RET | Proposals to expand retirement plan coverage, including proposals to reform the multiple employer plan rules, including H.R. 854, Retirement Security for American Workers. 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 regulation defining fiduciary. Qualified plan issues. Proposals that would consolidate various retirement and IRA types. Proposals related to annuity incentives. Proposals related to electronic disclosure, excluding H.R. 4610, the RETIRE Act. House Republican Blueprint. Proposals related to Rothification. H.R. 4524, the Retirement Plan Simplification and Enhancement Act. H.R. 1, the Tax Cuts and Jobs Act. | HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of,White House Office | 40000 | 0 | 0 | 2018-01-15T14:11:05.037000-05:00 | |
| 2062156 | DAVIS & HARMAN LLP b8184d4d-939b-4ee2-a92c-67b40ffebca9 | Q4 | DAVIS & HARMAN LLP | 11674 | STATE STREET BANK AND TRUST CO. | 2017 | 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 including H.R. 854, Retirement Security for American Workers Act. Proposals related to environmental, social, and governance criteria. Kids Savings Accounts. H.R. 3910, to amend the Internal Revenue Code of 1986 to make lifetime income and managed account options of defined contribution retirement savings plans portable. Proposals related to "Rothification." S. 223, Senior$afe Act. H.R. 4523, the Automatic Retirement Plan Act. H.R. 4524, the Retirement Plan Simplification and Enhancement Act. H.R. 1, the Tax Cuts and Jobs Act. | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2018-01-15T14:13:06.283000-05:00 | |
| 2062158 | DAVIS & HARMAN LLP df164836-7160-4988-b8eb-a2d63b6aaf8d | Q4 | DAVIS & HARMAN LLP | 11674 | TRANSAMERICA LIFE INSURANCE COMPANY | 2017 | fourth_quarter | RET | Proposals related to retirement plans for small business. Proposals to reform the multiple employer plan rules, including H.R. 854, Retirement Security for American Workers Act. 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. 4610, the RETIRE Act. Plan consolidation. House Republican Blueprint. Proposals to amend the Internal Revenue Code and ERISA to avoid duplicative annual reporting. S. 223, Senior $afe Act. H.R. 3910, to make lifetime income and managed account options of defined contribution retirement savings plans portable. H.R. 4524, the Retirement Plan Simplification and Enhancement Act. H.R. 1, the Tax Cuts and Jobs Act. | HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of,White House Office | 20000 | 0 | 0 | 2018-01-15T14:14:07.533000-05:00 | |
| 2062159 | MR. MARK REY 02c41c60-ba18-49d3-92ab-a6f305a88291 | Q4 | MR. MARK REY | 400454181 | NATIONAL OLDER WORKERS CAREER CENTER | 2017 | fourth_quarter | RET | Assisting retired federal workers secure new employment opportunities | HOUSE OF REPRESENTATIVES,Interior, Dept of (DOI),SENATE,U.S. Forest Service | 6000 | 0 | 0 | 2018-01-15T14:15:08.737000-05:00 | |
| 2062301 | MULLETT STRATEGIES LLC 01d8c6cf-bc7e-440d-a396-684b4088e377 | Q4 | MULLETT STRATEGIES LLC | 401103987 | YRC ENTERPRISE SERVICES, INC | 2017 | fourth_quarter | RET | Multi-employer pension plan legislative change or relief. | Federal Motor Carrier Safety Administration,HOUSE OF REPRESENTATIVES,SENATE | 15000 | 0 | 0 | 2018-01-15T18:02:40.867000-05:00 | |
| 2062421 | LOCKRIDGE, GRINDAL, NAUEN, PLLP 3ff41d8b-f29b-437f-a939-8304ea95e9b4 | Q4 | LOCKRIDGE, GRINDAL, NAUEN, PLLP | 23053 | HEALTHWORKS | 2017 | fourth_quarter | RET | Affordable Care Act (PL 111-148) Implementation | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2018-01-15T20:52:00.730000-05:00 | |
| 2062485 | GIRL SCOUTS OF THE U.S.A. ecafb548-4220-44ab-a315-5a5abd99c66c | Q4 | GIRL SCOUTS OF THE U.S.A. | 16236 | GIRL SCOUTS OF THE U.S.A. | 2017 | fourth_quarter | RET | Lobbying Issues: H.R.3596 - Rightsizing Pension Premiums Act of 2017 | HOUSE OF REPRESENTATIVES,Interior, Dept of (DOI),SENATE | 50467 | 0 | 0 | 2018-01-16T08:30:11.317000-05:00 | |
| 2062615 | DYKEMA GOSSETT PLLC 71a83ffc-af6b-4e1b-99ae-ae32e3181689 | Q4 | DYKEMA GOSSETT PLLC | 12915 | THE ERISA INDUSTRY COMMITTEE | 2017 | fourth_quarter | RET | PBGC premiums. ERISA 420; all provisions. Tax reform and impact on employer-sponsored retirement plans. Receiving Electronic Statements to Improve Retiree Earnings (RETIRE) Act; all provisions. Paid leave H.R. 761 - Pension and Budget Integrity act (PBIA). IRS Notice 2015-19 - Revisions to the Employee Plans Determination Letter Program. S. 270 Pension and Budget Integrity Act General issues and regulations: pension and retirement proposals Department of Labor Definition of Fiduciary regulations. De-risking defined benefit plans. EEO-1 Form Changes. Frozen defined benefit plans and nondiscrimination testing. Lifetime income illustrations on benefit statements. Tuition Reimbursement (Section 127 of the Internal Revenue Code)and student loan debt relief. Treasury and IRS proposals and final regulations implementing the cash balance and pension equity plan provisions of the Pension Protection Act of 2006 (PPA). | Centers For Medicare and Medicaid Services (CMS),Council of Economic Advisers (CEA),Equal Employment Opportunity Commission (EEOC),Executive Office of the President (EOP),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Natl Economic Council (NEC),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of | 20000 | 0 | 0 | 2018-01-16T09:52:42.173000-05:00 | |
| 2062765 | SUMMIT STRATEGIES GOVERNMENT AFFAIRS LLC 49dcea22-0216-4d48-a21a-9773e66ed123 | Q4 | SUMMIT STRATEGIES GOVERNMENT AFFAIRS LLC | 401103550 | THE ASSOCIATION OF UNION CONSTRUCTORS | 2017 | fourth_quarter | RET | Issues related to multiemployer pension reform. | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2018-01-16T11:09:24.317000-05:00 | |
| 2062822 | AK STEEL HOLDING CORPORATION b54efed5-8457-4116-a5a9-1885b44882b5 | Q4 | AK STEEL HOLDING CORPORATION | 400326536 | AK STEEL HOLDING CORPORATION | 2017 | fourth_quarter | RET | Pension and Budget Integrity Act of 20170-S.270/H.R.71 The Rightsizing Pension Premiums Act - H.R. 3596 | Army, Dept of (Corps of Engineers),Commerce, Dept of (DOC),Defense Logistics Agency,HOUSE OF REPRESENTATIVES,SENATE,U.S. Trade Representative (USTR) | 163000 | 0 | 0 | 2018-01-16T11:22:55.923000-05:00 | |
| 2063173 | BUILDING AND CONSTRUCTION TRADES DEPT., AFL-CIO 43dae6bf-9618-4188-8967-37a6b66a8bc2 | Q4 | BUILDING AND CONSTRUCTION TRADES DEPT., AFL-CIO | 7383 | BUILDING AND CONSTRUCTION TRADES DEPT AFL-CIO | 2017 | fourth_quarter | RET | Multi-Employer Pension Plan Reform - Lobbied to promote general pension reform that will help trustees strengthen pension plans with the cooperation of both labor and management. No bill. | Energy, Dept of,Environmental Protection Agency (EPA),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,White House Office | 180000 | 0 | 0 | 2018-01-16T13:46:24.667000-05:00 | |
| 2063206 | JIM GOULD STRATEGIES LLC 613c9bd9-bd9d-4ea6-b12f-6220f9e1ad8c | Q4 | JIM GOULD STRATEGIES LLC | 401104567 | CAPITOL COUNSEL LLC ON BEHALF OF STATE FUND CONG. ACTION GROIUP | 2017 | fourth_quarter | RET | Monitor possible legislation on social security disability for consideration of repeal of reverse offset benefitting some workers' comp coverage. | HOUSE OF REPRESENTATIVES,SENATE | 40000 | 0 | 0 | 2018-01-16T13:58:48.773000-05:00 | |
| 2063355 | CAPITOL HILL STRATEGIES, LLC 7cbd037b-8fca-4d98-b248-bcfe6ee2f3ee | Q4 | CAPITOL HILL STRATEGIES, LLC | 91774 | PRINCIPAL FINANCIAL GROUP | 2017 | fourth_quarter | RET | Issues related to proposed Department of Labor regulations on investment advice (Fiduciary Rule) | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2018-01-16T14:37:09.637000-05:00 | |
| 2063372 | CAPITOL HILL STRATEGIES, LLC dd62fbae-7cad-48b2-b65d-41d2feacf77a | Q4 | CAPITOL HILL STRATEGIES, LLC | 91774 | PRUDENTIAL FINANCIAL INC | 2017 | fourth_quarter | RET | Legislation to enhance retirement plan options. | HOUSE OF REPRESENTATIVES,SENATE | 50000 | 0 | 0 | 2018-01-16T14:40:21.307000-05:00 | |
| 2063387 | WILLIAMS AND JENSEN, PLLC 2a5f6385-8a15-42b0-af02-9bbe03af7a06 | Q4 | WILLIAMS AND JENSEN, PLLC | 41454 | TD AMERITRADE | 2017 | fourth_quarter | RET | Department of Labor Fiduciary proposal. | HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE | 50000 | 0 | 0 | 2018-01-16T14:43:32.573000-05:00 | |
| 2063468 | THE ADVOCACY GROUP f94c8edc-4d0d-4ef7-ab0b-8ff0ccf45ea2 | Q4 | THE ADVOCACY GROUP | 261 | UNITED PARCEL SERVICE | 2017 | fourth_quarter | RET | Multi-Employee Pensions-Reform Proposals. | HOUSE OF REPRESENTATIVES,SENATE | 40000 | 0 | 0 | 2018-01-16T15:07:30.207000-05:00 | |
| 2063553 | AZOA SERVICES CORP(ALLIANZ OF AMERICA) FORMERLY AZOA SERIVCES CORP/FIREMAN'S FUND(ALLIANZ OF AMERICA c87d863f-8010-4f3a-bc9a-07ca589faf92 | 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 | 2017 | 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 | 520000 | 0 | 0 | 2018-01-16T15:27:18.607000-05:00 | |
| 2063946 | MCGUIREWOODS CONSULTING (A SUBSIDIARY OF MCGUIREWOODS LLP) 520cea9e-cb1d-4507-b5f8-0c18cb394884 | Q4 | MCGUIREWOODS CONSULTING (A SUBSIDIARY OF MCGUIREWOODS LLP) | 24486 | STARBUCKS | 2017 | fourth_quarter | RET | Tax Reform; Education Tax Provisions; NAFTA | HOUSE OF REPRESENTATIVES,SENATE | 60000 | 0 | 0 | 2018-01-16T18:02:23.067000-05:00 | |
| 2064118 | PUBLIC SPHERE, INC. 02eb87a3-66ff-4ee3-a548-01f9573ca839 | Q4 | PUBLIC SPHERE, INC. | 401104153 | BOSTON ASSET MANAGEMENT ASSOCIATION, INC. | 2017 | fourth_quarter | RET | General overview for members and staff. | HOUSE OF REPRESENTATIVES,SENATE | 50000 | 0 | 0 | 2018-01-17T08:40:10.523000-05:00 | |
| 2064129 | CASSIDY & ASSOCIATES, INC. 094f8a5e-a3fe-430b-83fe-e17e42c49209 | Q4 | CASSIDY & ASSOCIATES, INC. | 8453 | SOCIETY OF ACTUARIES | 2017 | fourth_quarter | RET | General legislative issues related to actuarial profession | HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of | 20000 | 0 | 0 | 2018-01-17T08:48:21.210000-05:00 | |
| 2064137 | PUBLIC SPHERE, INC. 39cf394b-720f-48e5-958f-b8951a601a02 | Q4 | PUBLIC SPHERE, INC. | 401104153 | GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY | 2017 | fourth_quarter | RET | General company overview for members and staff; retirement policy; financial services; pension reform. | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2018-01-17T08:49:24.817000-05:00 | |
| 2064138 | PUBLIC SPHERE, INC. 929a0e0f-1409-4f97-9cb1-1da9d28e14cf | Q4 | PUBLIC SPHERE, INC. | 401104153 | LPL FINANCIAL, LLC | 2017 | fourth_quarter | RET | General company overview for members and staff. | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2018-01-17T08:49:26.007000-05:00 | |
| 2064174 | PUBLIC SPHERE, INC. dc04785f-f3ae-4bc1-afbb-65f108bafde4 | Q4 | PUBLIC SPHERE, INC. | 401104153 | PUTNAM INVESTMENTS | 2017 | fourth_quarter | RET | General company overview for members and staff; retirement policy; tax reform; pension reform | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2018-01-17T09:07:48.970000-05:00 | |
| 2064272 | MUTUAL OF OMAHA 3364c89f-4876-4620-bb43-20ecec12a014 | Q4 | MUTUAL OF OMAHA | 26284 | MUTUAL OF OMAHA | 2017 | fourth_quarter | RET | 1210-AB32 - Fiduciary Rule definition Defined Benefit plans - legislative changes Defined Contribution Plans - legislative changes S3471 - RESA - replace or repeal of state sponsored retirement plans RISE Act - treatment of student loans, elimination of ROTH conversion, minimum distribution rules S1321, HR 2823 Affordable Retirement Advice Protection Act, Affordable Advice for Savers Act - Fiduciary standard - liability under ERISA HR 3857 - PASS Act of 2017 - Fiduciary Rule HR 3596 - Rightsizing Pension Premiums Act of 2017 - PBGC premiums HR 2030 - SEAL Act - 401(k) loan balance treatment at termination HR 3499 - Automatic IRA Act of 2017 - Automatic IRA Program Retirement Plan Simplification Act of 2017 - age requirements, savers credit, automatic enrollment safe harbor | HOUSE OF REPRESENTATIVES,SENATE | 273000 | 0 | 0 | 2018-01-17T09:51:01.160000-05:00 | |
| 2064349 | WILLIAMS AND JENSEN, PLLC 58ee195c-08c8-42ac-9e99-7ec28a55faaa | Q4 | WILLIAMS AND JENSEN, PLLC | 41454 | AMERICAN EQUITY INVESTMENT LIFE HOLDING COMPANY | 2017 | fourth_quarter | RET | Benefit distributions in the form of annuities. Fiduciary Rule. | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of | 50000 | 0 | 0 | 2018-01-17T10:14:58.170000-05:00 | |
| 2064778 | TRANSPORTATION COMMUNICATIONS NATIONAL UNION/IAM (FKA TRANSPORTATION COMMUNICATI 986396ae-e66a-4569-aa1b-a17ccb1d9940 | Q4 | TRANSPORTATION COMMUNICATIONS NATIONAL UNION/IAM (FKA TRANSPORTATION COMMUNICATI | 38368 | TRANSPORTATION COMMUNICATIONS NATIONAL UNION/IAM (FKA TRANSPORTATION COMMUNICATI | 2017 | fourth_quarter | RET | Railroad Retirement Board (RRB) - TCU meets periodically with the Railroad Retirement Board (RRB) to discuss the Board's operations, the trust's status, occupational disability benefits, and potential policy changes in the future. RRB Funding and RUIA - TCU communicated with the Board specifically to discuss their ongoing funding issues and inability to modernize their systems, as well as the Railroad Unemployment Insurance Trust being subject to sequestration. We also discussed these issues with various House staff. | AMTRAK - Natl Railroad Passenger Corporation,HOUSE OF REPRESENTATIVES,Railroad Retirement Board,SENATE | 230000 | 0 | 0 | 2018-01-17T12:04:22.343000-05:00 | |
| 2064999 | SQUIRE PATTON BOGGS 7e2dd468-57dd-4e5c-bc6e-06ae22633327 | Q4 | SQUIRE PATTON BOGGS | 30906 | AON SERVICE CORPORATION (FKA AON HEWITT) | 2017 | fourth_quarter | RET | Advice regarding retirement-related legislation and regulatory reform. | HOUSE OF REPRESENTATIVES,SENATE | 60000 | 0 | 0 | 2018-01-17T13:16:33.747000-05:00 | |
| 2065121 | NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS 4d80583d-1338-4cc9-942f-8e7830d1d420 | Q4 | NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS | 26901 | NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS | 2017 | fourth_quarter | RET | Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 355, H.J.Res. 66, H.J.Res. 67, H.R.2055, S.868, S.J.Res.32, S.J.Res.33 and H.R. 3857. 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 inlcuding: H.R. 1, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902, H.R. 4604 and H.R. 4524. | 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 | 612000 | 0 | 0 | 2018-01-17T13:36:33.793000-05:00 | |
| 2065130 | STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY 800b314b-aafb-4b01-9162-3dd18ecfdc98 | Q4 | STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY | 36537 | STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY | 2017 | fourth_quarter | RET | "PASS Act of 2017" (H.R. 3857) - related to standards of conduct for brokers and dealers (or registered representatives). | Executive Office of the President (EOP),Federal Deposit Insurance Corporation (FDIC),Federal Reserve System,HOUSE OF REPRESENTATIVES,Office of the Vice President of the United States,SENATE,Transportation, Dept of (DOT),Treasury, Dept of,U.S. Postal Service (USPS),Vice President of the U.S. | 320000 | 0 | 0 | 2018-01-17T13:37:35.230000-05:00 | |
| 2065597 | DAVIS & HARMAN LLP 3a0b8a09-d195-4450-bf10-e726eb32877c | Q4 | DAVIS & HARMAN LLP | 11674 | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | 2017 | 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 lifetime income. Proposals related to tax treatment of retirement plans, IRAs, and annuity products. Issues related to the Department of Labor's regulation defining fiduciary for investment advice purposes. House Republican Task Force Blueprint. H.R. 1, the Tax Cuts and Jobs Act. H.R. 4610, the RETIRE Act. | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2018-01-17T15:12:49.283000-05:00 | ||
| 2065651 | DAVIS & HARMAN LLP 8c5b6968-0e0c-45a4-b991-1969313278f9 | Q4 | DAVIS & HARMAN LLP | 11674 | TIAA | 2017 | 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. Proposals that would consolidate various retirement and IRA types. House Republican Task Force Blueprint. H.R. 4610, the RETIRE Act. H.R. 4637, the SAVE Act. H.R. 4604, Increasing Access to a Secure Retirement Act. H.R. 1, the Tax Cuts and Jobs Act. | HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of,White House Office | 30000 | 0 | 0 | 2018-01-17T15:30:28.607000-05:00 | |
| 2065668 | DAVIS & HARMAN LLP 931eb82c-39e7-4f23-ba07-cbcf49f72953 | Q4 | DAVIS & HARMAN LLP | 11674 | VANGUARD GROUP | 2017 | 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, including H.R. 4610, the RETIRE Act, H.R. 1, the Tax Cuts and Jobs Act. | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2018-01-17T15:32:36.167000-05:00 | |
| 2065685 | DAVIS & HARMAN LLP 12c7477c-f292-474a-b9cf-25950ec61a16 | Q4 | DAVIS & HARMAN LLP | 11674 | VOYA SERVICES COMPANY | 2017 | fourth_quarter | RET | Issues related to retirement and taxation. House Republican Task Force Blueprint. Issues related to employee benefit plan administration and electronic delivery of IRC- and ERISA- mandated statements and disclosures. Proposals that would consolidate various retirement and IRA types. H.R. 1, the Tax Cuts and Jobs Act. H.R. 4610, the RETIRE Act. | HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of,White House Office | 30000 | 0 | 0 | 2018-01-17T15:34:44.777000-05:00 | |
| 2065698 | DAVIS & HARMAN LLP c87f7877-36d6-4eb8-8c62-3250f6727b57 | Q4 | DAVIS & HARMAN LLP | 11674 | INSPIRA FINANCIAL | 2017 | fourth_quarter | RET | Issues related to retirement savings. Issues related to automatic rollovers, missing participants, and cash-out limits. H.R. 1, the Tax Cuts and Jobs Act. H.R. 4158, the Retirement Plan Modernization Act. | HOUSE OF REPRESENTATIVES,White House Office | 0 | 0 | 2018-01-17T15:36:53.087000-05:00 | ||
| 2065710 | NATIONWIDE MUTUAL INSURANCE COMPANY 5a412762-405d-41dc-b131-10f112b12758 | Q4 | NATIONWIDE MUTUAL INSURANCE COMPANY | 26411 | NATIONWIDE MUTUAL INSURANCE COMPANY | 2017 | fourth_quarter | RET | Congressional activity surrounding the Department of Labor's proposed regulation to redefine "fiduciary" (not yet in legislative form) Department of Labor's Conflict of Interest Rule - to update the definition of fiduciary under the Employee Retirement Income Security Act of 1974 -(maybe full name needed now) Senator Warren Letter on Annuities-Responding to request for information on incentives for annuity sales | 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) | 1040000 | 0 | 0 | 2018-01-17T15:40:00.290000-05:00 | |
| 2065806 | DAVIS & HARMAN LLP 993b6bd4-2d06-45a0-b0f4-97cf7e277e20 | Q4 | DAVIS & HARMAN LLP | 11674 | SPARK INSTITUTE | 2017 | 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. 854 Retirement Security for American Workers. Issues related to lifetime income and auto features. H.R. 4610, the RETIRE Act. | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2018-01-17T15:52:49.897000-05:00 | ||
| 2065964 | UPS (UNITED PARCEL SERVICE) 4f611943-adb6-4178-9699-c605d1155806 | Q4 | UPS (UNITED PARCEL SERVICE) | 39223 | UPS (UNITED PARCEL SERVICE) | 2017 | fourth_quarter | RET | - MEPPRA Funding - advocate for multi-employer pension reform. | Commerce, Dept of (DOC),Federal Aviation Administration (FAA),Food & Drug Administration (FDA),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),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 | 1283929 | 0 | 0 | 2018-01-17T16:38:12.697000-05:00 | |
| 2066209 | THE ESOP ASSOCIATION 21de01b6-a55e-4254-8fe6-1e80564bd113 | Q4 | THE ESOP ASSOCIATION | 13858 | ESOP ASSOCIATION | 2017 | fourth_quarter | RET | Any proposed legislation in relationship to ESOPs, 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 | 51016 | 0 | 0 | 2018-01-17T18:20:51.217000-05:00 | |
| 2066381 | BARBARA KENNELLY ASSOCIATES, LLC cdc91239-d5cd-4ee6-a42c-3f3436c1615c | Q4 | BARBARA KENNELLY ASSOCIATES, LLC | 400779344 | NATIONAL UNITED COMMITTEE TO PROTECT PENSIONS | 2017 | fourth_quarter | RET | P.L. 113-235: Making Consolidated Appropriations for the Fiscal Year ending September 30, 2015 and for other purposes, pertaining to Division O, Multiemployer Pension Reform, specifically opposition to weakening the anti-cutback rules in ERISA; S 2147, Butch Lewis Act/HR 4444 Rehabilitation for Multiemployer Pensions Act: multiemployer pension reform protecting retirees from pension cuts. | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2018-01-17T22:22:19.703000-05:00 | |
| 2066396 | MARIA FREESE 97a50d77-12e7-4fcc-aa1e-056b84f2d63c | Q4 | MARIA FREESE | 400861526 | BARBARA KENNELLY ASSOCIATES BEHALF NATIONAL UNITED COMMITTEE TO PROTECT PENSIONS | 2017 | fourth_quarter | RET | P.L. 113-235: Making Consolidated Appropriations for the Fiscal Year ending September 30, 2015 and for other purposes, pertaining to Division O, Multiemployer Pension Reform, specifically opposition to weakening the anti-cutback rules in ERISA; S 2147, Butch Lewis Act/HR 4444 Rehabilitation for Multiemployer Pensions Act: multiemployer pension reform protecting retirees from pension cuts. | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2018-01-17T22:38:31.860000-05:00 | |
| 2066833 | HOGAN LOVELLS US LLP 7bebd0a7-d4d5-4a5a-beee-d18b9cdb5c85 | Q4 | HOGAN LOVELLS US LLP | 18422 | CONSTRUCTION EMPLOYERS OF AMERICA | 2017 | fourth_quarter | RET | Legislation related to authorization of composite plans | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2018-01-18T09:56:37.097000-05:00 | |
| 2066842 | WINNING STRATEGIES WASHINGTON 9cf2b666-928c-42fa-988b-08b0f9f4f29c | Q4 | WINNING STRATEGIES WASHINGTON | 50796 | NATIONAL TROOPERS COALITION | 2017 | fourth_quarter | RET | Social Security Fairness Act (H.R. 1205) Social Security Fairness Act of 2017 (S.915) | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2018-01-18T09:57:41.237000-05:00 | |
| 2066886 | WINNING STRATEGIES WASHINGTON 6c3c832d-c3e6-475c-8c7d-4392199c4066 | Q4 | WINNING STRATEGIES WASHINGTON | 50796 | NEW JERSEY STATE FUNERAL DIRECTORS ASSOCIATION | 2017 | fourth_quarter | RET | Pension and Benefit Legislation | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2018-01-18T10:08:01.360000-05:00 | |
| 2066926 | WINNING STRATEGIES WASHINGTON f846b820-c5a0-484e-ad2f-d62fb083c523 | Q4 | WINNING STRATEGIES WASHINGTON | 50796 | PRUDENTIAL | 2017 | fourth_quarter | RET | Retirement. | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2018-01-18T10:16:25.703000-05:00 | |
| 2066945 | CAPITOL HILL STRATEGIES, LLC 217b5a4b-f670-4785-96db-4584e8b67fbe | Q4 | CAPITOL HILL STRATEGIES, LLC | 91774 | INVESTMENT COMPANY INSTITUTE | 2017 | fourth_quarter | RET | Legislation to enhance retirement plan options. | HOUSE OF REPRESENTATIVES,SENATE | 40000 | 0 | 0 | 2018-01-18T10:19:37.873000-05:00 | |
| 2067244 | NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC. ba2f5816-7a81-49f0-9a9c-37e8f8418f5e | Q4 | NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC. | 26980 | NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC. | 2017 | fourth_quarter | RET | Social Security Fairness Act; Government Pension Offset and Windfall Elimination Provision reform; protecting state and local public pensions; opposition to the application of the unrelated business income tax (UBIT) to public pension plans; opposition of the application of the 10-percent early withdrawal tax to governmental section 457(b) plans; and excluding out-of-pocket expenses by law enforcement officers related to their job from their taxable income. | Bureau of Justice Assistance,Federal Communications Commission (FCC),HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),Office of Justice Program,SENATE,White House Office | 40000 | 0 | 0 | 2018-01-18T11:27:19.510000-05:00 | |
| 2067895 | DAVIS & HARMAN LLP 4f6f1d3f-afaa-4319-8cb7-9aa1a1ac1578 | Q4 | DAVIS & HARMAN LLP | 11674 | LINCOLN NATIONAL CORPORATION | 2017 | fourth_quarter | RET | Comprehensive pension and retirement savings legislation. H.R. 1, the Tax Cuts and Jobs Act. | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2018-01-18T13:48:35.957000-05:00 | |
| 2067999 | INTERNATIONAL ASSOCIATION OF MACHINISTS AND AEROSPACE WORKERS e085c96b-1be8-4576-8d81-9c592d0b30b8 | Q4 | INTERNATIONAL ASSOCIATION OF MACHINISTS AND AEROSPACE WORKERS | 19775 | INTERNATIONAL ASSOCIATION OF MACHINISTS AND AEROSPACE WORKERS | 2017 | fourth_quarter | RET | Oppose Composite Pension Plan (No Bill Number) Support Keep Our Pension Promises Act H.R. 2412 & S. 1076 Oppose PASS Act of 2017 H.R. 3857 Support "Butch Lewis Act of 2017" Multi-employer Pension Bill H.R. 4444 & S. 2147 | HOUSE OF REPRESENTATIVES,SENATE,U.S. Trade Representative (USTR) | 440000 | 0 | 0 | 2018-01-18T14:10:51.577000-05:00 | |
| 2068015 | PRUDENTIAL FINANCIAL, INC. ea40bbea-321b-4133-9b0b-cda9333902c0 | Q4 | PRUDENTIAL FINANCIAL, INC. | 32338 | PRUDENTIAL FINANCIAL INC | 2017 | fourth_quarter | RET | S. 223 - SeniorSafe Act of 2017 H.R. 78 - SEC Regulatory Accountability Act H.R. 854, S. 1383 - Multiple Small Employer Plans - issues relating to MEPs/MSEPs S. 868, H.R. 2055 - Lifetime Income Disclosure & Regulatory Issues - all provisions H.R. 3499 - Automatic IRA - all Provisions H.R. 4523 - Automatic Retirement Plan Act of 2017 No Bill # - Proposed DOL Fiduciary Regulations - all provisions H.R. 4524 - Retirement Plan Simplification and Enhancement Act of 2017 H.R. 2823 - Affordable Retirement Advice for Savers Act H.R. 3910 - To amend the IRS Code of 1986 to make lifetime income and managed accounts options of defined contribution retirement savings plans portable. N/A - GMWB Interpretive Issues in terms of possible guidance No Bill # - Electronic Disclosure - ERISA/Internal Revenue Code - issues/provisions relating to the use of electronic disclosure by employee benefit plans N/A - Issues relating to DOL Safe Harbor for Selection of Annuity Providers H.R. 355 - Protecting American Families' Retirement Advice Act | Commodity Futures Trading Commission (CFTC),Consumer Financial Protection Bureau (CFPB),Federal Highway Administration (FHA),Federal Housing Finance Agency (FHFA),Federal Reserve System,HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Office of Management & Budget (OMB),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of | 1790000 | 0 | 0 | 2018-01-18T14:14:01.653000-05:00 | |
| 2068031 | INTERNATIONAL ASSOCIATION OF MACHINISTS AND AEROSPACE WORKERS 3ee6905c-aa15-4077-b24e-45d8de626277 | 4A | INTERNATIONAL ASSOCIATION OF MACHINISTS AND AEROSPACE WORKERS | 19775 | INTERNATIONAL ASSOCIATION OF MACHINISTS AND AEROSPACE WORKERS | 2017 | fourth_quarter | RET | Oppose Composite Pension Plan (No Bill Number) Support Keep Our Pension Promises Act H.R. 2412 & S. 1076 Oppose PASS Act of 2017 H.R. 3857 Support "Butch Lewis Act of 2017" Multi-employer Pension Bill H.R. 4444 & S. 2147 | HOUSE OF REPRESENTATIVES,SENATE,U.S. Trade Representative (USTR) | 440000 | 0 | 0 | 2018-01-18T14:16:07.263000-05:00 | |
| 2068128 | DAVIS & HARMAN LLP e70789dd-d5c7-4f7f-be23-315b9740ac16 | Q4 | DAVIS & HARMAN LLP | 11674 | AMERICAN BENEFITS COUNCIL | 2017 | fourth_quarter | RET | Proposals related to retirement plan enhancements. Proposals relating to defined benefit plans, including plan funding and multiemployer plan issues. 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 and mediation issues. Proposals related to electronic disclosure of information under ERISA. Proposals regarding compliance of retirement plans. Issues related to use of brokerage windows in defined contribution plans. Proposals to reform the multiple employer plan rules. Proposals to modify required minimum distribution rules. Proposals that would modify limits on retirement plan contributions. Proposals related to stretch IRAs. 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. State-administered retirement plan initiatives. Annuitization with respect to defined benefit plans. QLACs. Effects of corporate integration on retirement plans. House Republican Task Force Blueprint. Proposals that would consolidate various retirement and IRA types. Proposals to create a retirement lost and found. Kids Savings Accounts. Proposals related to "Rothification". Proposals related to the establishment of savings accounts for emergencies. H.R. 3910, to amend the Internal Revenue Code of 1986 to make lifetime income and managed account options of defined contributi… | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of,White House Office | 80000 | 0 | 0 | 2018-01-18T14:30:00.277000-05:00 | |
| 2068132 | CONFRERE STRATEGIES, LLC c486ec9a-0895-4020-a087-fb5b223db4c6 | Q4 | CONFRERE STRATEGIES, LLC | 40025211 | AMERICAN RETIREMENT ASSOCIATION | 2017 | fourth_quarter | RET | General Education on importance of retirement savings and access to retirement savings vehicles. Tax Reform - H.R. 1 - tax treatment of retirement contributions with respect to pass through entities General education importance of expansion of health savings accounts H.R.1628 - American Health Care Act of 2017 - health savings account provisions | HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of | 22500 | 0 | 0 | 2018-01-18T14:32:04.557000-05:00 | |
| 2068409 | SUMMIT STRATEGIES GOVERNMENT AFFAIRS LLC c91df099-e92f-41de-9168-bcbb3c5cdd46 | 4A | SUMMIT STRATEGIES GOVERNMENT AFFAIRS LLC | 401103550 | THE ASSOCIATION OF UNION CONSTRUCTORS | 2017 | fourth_quarter | RET | Issues related to multiemployer pension reform. | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2018-01-18T15:13:08.340000-05:00 | |
| 2068429 | AMERICAN POSTAL WORKERS UNION, AFL-CIO 7b1db106-67c3-452f-ae2f-64622201bb4a | Q4 | AMERICAN POSTAL WORKERS UNION, AFL-CIO | 3138 | AMERICAN POSTAL WORKERS UNION AFL-CIO | 2017 | fourth_quarter | RET | H.R. 1251 CPI-E Act of 2017 H.R. 1205 Social Security Fairness Act of 2017 S. 915 Social Security Fairness Act of 2017 S. 427 Social Security Expansion Act S. 873 TSP Modernization Act of 2017 H.R. 3031 TSP Modernization Act of 2017 | HOUSE OF REPRESENTATIVES,SENATE | 96000 | 0 | 0 | 2018-01-18T15:15:19.437000-05:00 | |
| 2068463 | THE ARC OF THE UNITED STATES 0b9f6c42-8bab-4b2e-b8c2-4667b623ada2 | Q4 | THE ARC OF THE UNITED STATES | 4174 | ARC OF THE UNITED STATES | 2017 | fourth_quarter | RET | Improvements to Social Security Act Title II and Title XVI for people with disabilities. Supplemental Security Income program issues, provisions dealing with persons with disabilities. Social Security Disability program issues, provisions dealing with persons with disabilities. Solvency of the Social Security Trust funds. Disability claims processing. Social Security's Representative Payee Program. H.R. 2792, Control Unlawful Fugitive Felons Act, and as married with H.R. 2824, Increasing Opportunity and Success for Children and Parents Through Evidence-Based Policy Making. H.R. 4547, Strengthening Protections for Social Security Beneficiaries Act of 2017. | Centers For Medicare and Medicaid Services (CMS),Education, Dept of,Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Office of Management & Budget (OMB),SENATE,Social Security Administration (SSA) | 40000 | 0 | 0 | 2018-01-18T15:18:35.043000-05:00 | |
| 2068832 | AKIN GUMP STRAUSS HAUER & FELD 8f880176-929c-4a1d-8ef8-9fc7fa925189 | Q4 | AKIN GUMP STRAUSS HAUER & FELD | 682 | UNITED PARCEL SERVICE | 2017 | fourth_quarter | RET | Multiemployer pension plan issues. | HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of,White House Office | 80000 | 0 | 0 | 2018-01-18T16:27:45.617000-05:00 | |
| 2069054 | NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION df8dac40-c70e-4089-88f1-d82e0b299876 | Q4 | NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION | 28674 | NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION | 2017 | fourth_quarter | RET | The association monitors and reacts to policy concepts that may impact its ability to continue providing its high quality Retirement Security Plans to members, their employees, and the association staff at affordable rates and on reasonable terms and conditions. During the reporting period, the association focused on the following: H.R. 1 - Tax Cut and Jobs Act, Title I, Subtitle F - All sections. H.R. 3596 - Rightsizing Pension Premiums Act of 2017 - All sections. | Agriculture, Dept of (USDA),HOUSE OF REPRESENTATIVES,SENATE | 80000 | 0 | 0 | 2018-01-18T17:06:49.923000-05:00 | |
| 2069339 | INSURED RETIREMENT INSTITUTE 28ba10fd-c97d-46f1-bfc1-03ad452a4a75 | Q4 | INSURED RETIREMENT INSTITUTE | 285494 | INSURED RETIREMENT INSTITUTE | 2017 | fourth_quarter | RET | Legislation and rulemaking affecting annuities, variable life products and retirement savings including Trump Administration and Congressional proposals on tax reform. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Department of Labor rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. The Retirement Choice Protection Act (H.R. 3922 - 114th Congress), DOL fiduciary rulemaking. The SAVERS Act (H.R. 4294, S.2505 - 114th Congress), DOL fiduciary rulemaking. The SAVE Act (H.R. 4067 - 114th Congress), improve existing SIMPLE IRA and SIMPLE 401(k) retirement plans to make it easier for small businesses to offer savings plans to their employees. Womens Pension Protection Act (S.2110 - 114th Congress), strengthen consumer protections to safeguard retirement savings, improve access to retirement savings plans for long-term, part-time workers - the majority of whom are women - and help increase womens financial literacy. The Senior Safe Act of 2017 (H.R. 3758, S.223), clarify existing laws to allow and encourage financial service representatives at banks and credit unions, investment advisors, and broker-dealers to report suspected financial fraud targeting seniors to regulators, law enforcement, or adult protective service agencies. The Receiving Electronic Statements to Improve Retiree Earnings Act (H.R. 4610), amends ERISA of 1974 and IRC of 1986 to provide for electronic delivery of pension plan information. The Retirement Savings Lost and Found Act of 2016 (S.3078 - 114th Congress), to increase the portability of and access to retirement savings. Financial CHOICE… | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of | 110000 | 0 | 0 | 2018-01-18T18:08:32.407000-05:00 | |
| 2069919 | J.C. WATTS COMPANIES f61f1358-2bc2-4269-a4ea-a722f60dd7bf | Q4 | J.C. WATTS COMPANIES | 87858 | INSURED RETIREMENT INSTITUTE (FORMERLY KNOWN AS INVESTMENT RETIREMENT INSTITUTE | 2017 | fourth_quarter | RET | DOL Fiduciary rule | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of | 22500 | 0 | 0 | 2018-01-19T06:53:10.207000-05:00 | |
| 2070118 | THE ERISA INDUSTRY COMMITTEE 0b4d185a-9d41-42a3-8256-b0104d39c6d0 | Q4 | THE ERISA INDUSTRY COMMITTEE | 13803 | ERISA INDUSTRY COMMITTEE | 2017 | fourth_quarter | RET | PBGC premiums ERISA 420; all provisions Tax reform and impact on employer-sponsored retirement plans Receiving Electronic Statements to Improve Retiree Earnings (RETIRE) Act; all provisions Paid leave H.R. 761 - Pension and Budget Integrity Act (PBIA)/S. 270 - Pension and Budget Integrity Act IRS Notice 2015-19 - Revisions to the Employee Plans Determination Letter Program General issues and regulations: pension and retirement proposals Department of Labor Definition of Fiduciary regulations De-risking defined benefit plans EEO-1 Form Changes Frozen defined benefit plans and nondiscrimination testing Lifetime income illustrations on benefit statements Tuition Reimbursement (Section 127 of Internal Revenue Code) and student loan debt relief Treasury and IRS proposals and final regulations implementing the cash balance and pension equity plan provisions of the Pension Protection Act of 2006 (PPA) H.R. 3596 - Rightsizing Pension Premiums Act of 2017 | Centers For Medicare and Medicaid Services (CMS),Council of Economic Advisers (CEA),Equal Employment Opportunity Commission (EEOC),Executive Office of the President (EOP),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Natl Economic Council (NEC),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of | 150000 | 0 | 0 | 2018-01-19T09:07:22.767000-05:00 | |
| 2070346 | INTERNATIONAL ASSOCIATION OF FIRE FIGHTERS b6f4a31f-01ea-4374-a6b7-31f6b16cdc5a | Q4 | INTERNATIONAL ASSOCIATION OF FIRE FIGHTERS | 19753 | INTERNATIONAL ASSOCIATION OF FIRE FIGHTERS | 2017 | 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 | 130000 | 0 | 0 | 2018-01-19T09:45:40.473000-05:00 | |
| 2070415 | AARP e20d3370-3da6-425c-b707-6e7684a9da4e | Q4 | AARP | 1694 | AARP | 2017 | fourth_quarter | RET | Discussed bill related to taxes on Social Security benefits (no bill). Responded to inquiry on Social Security. Discussed support for the Department of Labor Fiduciary rule. Discussed retirement issues relevant to tax reform. S. 2147/H.R. 4444, Butch Lewis Multiemployer Pension Act - Supported bill. H.R. 4523, Automatic 401(k) Retirement Act - Supported bill. H.R. 4547, Strengthening Protections for Social Security Beneficiaries Act - Supported bill. Met with House and Senate staff to discuss retirement issues relevant to tax reform. Discussed pending Social Security issues with House and Senate staff. Met with House and Senate staff to discuss multiemployer pension issues. Discussed miscellaneous retirement issues, including issues related to insurance annuities, small employer plans, and a national retirement clearinghouse. Submitted comments to DOL on employer sponsored disability plan claims procedures. | Centers For Medicare and Medicaid Services (CMS),Consumer Financial Protection Bureau (CFPB),Equal Employment Opportunity Commission (EEOC),Federal Communications Commission (FCC),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Medicare Payment Advisory Commission (MedPAC),Natl Highway Traffic Safety Administration (NHTSA),Securities & Exchange Commission (SEC),SENATE,Veterans Affairs, Dept of (VA) | 3020000 | 0 | 0 | 2018-01-19T09:53:31.067000-05:00 | |
| 2070458 | NATIONAL COUNCIL OF FARMER COOPERATIVES 59891daf-fbe5-4a43-81ca-1fe8471c81bf | Q4 | NATIONAL COUNCIL OF FARMER COOPERATIVES | 27638 | NATIONAL COUNCIL OF FARMER COOPERATIVES | 2017 | fourth_quarter | RET | H.R. 3596 Rightsizing Pension Premiums Act of 2017; provisions impacting agriculture and farmer cooperatives | Agriculture, Dept of (USDA),Army, Dept of (Corps of Engineers),Commerce, Dept of (DOC),Commodity Futures Trading Commission (CFTC),Environmental Protection Agency (EPA),Food & Drug Administration (FDA),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Transportation, Dept of (DOT),U.S. Trade Representative (USTR) | 594000 | 0 | 0 | 2018-01-19T09:59:56.847000-05:00 | |
| 2070642 | MINDSET ADVOCACY, LLC 2c335a40-b573-420e-acc4-4fb90b0eb8d4 | Q4 | MINDSET ADVOCACY, LLC | 296271 | LPL FINANCIAL LLC | 2017 | fourth_quarter | RET | General interest in retirement issues. General interest in issues in Auto-IRA legislation and the SAFE Act, Secure Annuities for Employment Retirement Act. | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2018-01-19T10:20:07.167000-05:00 |
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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);