lobbying_activities
Data license: Public Domain (U.S. Government data) · Data source: Federal Register API & Regulations.gov API
4,863 rows where filing_period = "fourth_quarter" and issue_code = "RET" sorted by filing_year descending
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| id | filing_uuid | filing_type | registrant_name | registrant_id | client_name | filing_year ▲ | filing_period | issue_code | specific_issues | government_entities | income_amount | expense_amount | is_no_activity | is_termination | received_date |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 3477426 | ALYSON PARKER b974fcb5-0986-48b5-83e8-56ee29ee7131 | Q4 | ALYSON PARKER | 401104026 | NATIONAL RETIREE LEGISLATIVE NETWORK | 2025 | fourth_quarter | RET | Derisking | HOUSE OF REPRESENTATIVES,Pension Benefit Guaranty Corporation (PBGC),SENATE | 15000 | 0 | 0 | 2025-12-29T16:52:34-05:00 | |
| 3477766 | SUMMIT STRATEGIES GOVERNMENT AFFAIRS LLC 24742402-6d59-4778-9bbc-398bd2326b5a | Q4 | SUMMIT STRATEGIES GOVERNMENT AFFAIRS LLC | 401103550 | THE ASSOCIATION OF UNION CONSTRUCTORS | 2025 | fourth_quarter | RET | Issues related to multiemployer pensions. | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2026-01-02T13:51:24-05:00 | |
| 3478017 | NATIONAL ASSOCIATION OF POSTAL SUPERVISORS 6d2dfd3d-c5c8-4e93-a846-f50fe9501f2c | Q4 | NATIONAL ASSOCIATION OF POSTAL SUPERVISORS | 401075023 | NATIONAL ASSOCIATION OF POSTAL SUPERVISORS | 2025 | fourth_quarter | RET | H.Con.Res 14, provisions included that may impact the Federal Employees Retirement System (FERS), the Civil Service Retirement System (CSRS) or the Thrift Savings Plan (TSP). | HOUSE OF REPRESENTATIVES,SENATE | 27250 | 0 | 0 | 2026-01-05T10:08:58-05:00 | |
| 3478090 | THE PETRIZZO GROUP, INC. a3ab386e-2138-47f8-b917-bbe7bec07960 | Q4 | THE PETRIZZO GROUP, INC. | 305932 | BLACKROCK FUND SERVICES GROUP, LLC | 2025 | fourth_quarter | RET | Issues related to financial services policy. | HOUSE OF REPRESENTATIVES,SENATE | 45000 | 0 | 0 | 2026-01-05T11:48:03-05:00 | |
| 3478475 | PROVENTURE CONSULTANTS LLC 59bd2ced-7328-481d-904e-c1318afe9afe | Q4 | PROVENTURE CONSULTANTS LLC | 401105570 | GULF COAST AUTHORITY | 2025 | fourth_quarter | RET | Beneficiary provisions for Health Retirement Savings Accounts | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2026-01-06T09:19:00-05:00 | |
| 3479520 | ALLON ADVOCACY, LLC ea25cef4-c6c1-47e3-805b-f95c2ad3bf8c | Q4 | ALLON ADVOCACY, LLC | 401104657 | FORGE GLOBAL, INC. | 2025 | fourth_quarter | RET | Issues related to tax treatment of certain retirement accounts. | HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE | 50000 | 0 | 0 | 2026-01-08T11:37:59-05:00 | |
| 3479589 | ALLIANCE FOR RETIRED AMERICANS ef290ce4-203a-4424-9854-29cb1a197965 | Q4 | ALLIANCE FOR RETIRED AMERICANS | 67238 | ALLIANCE FOR RETIRED AMERICANS | 2025 | fourth_quarter | RET | 1. Proposals to change the Social Security annual Cost of Living Adjustment formula 2. Proposals to raise the Social Security early and normal retirement ages 3. Proposals to "means test" Social Security benefits 4. Proposals to change the Social Security earnings cap 5. Proposals to change the Social Security withholding tax and increase benefits 6. H.R. 1700, Social Security Expansion Act, entire bill 7. S. 700, Social Security Expansion Act, entire bill 8. S. 1234, SSI Savings Penalty Elimination Act, entire bill 9. H.R. 1876, Keeping Our Field Offices Open Act, entire bill 10. H.R. 1877, Protecting Americans SocialSecurity Data Act, entire bill 11. Treatment of caregivers under the Social Security Act 12. Nomination of Arjun Mody as Deputy Commissioner of Social Security 13. Proposals to increase the Social Security death benefit 14. S. 2335, Pensions for All Act, entire bill 15. S. 2763, Keep Billionaires Out of Social Security Act, entire bill 16. S. 2614, Protecting and Preserving Social Security Act, entire bill 17. H.R. 4968, Protecting and Preserving Social Security Act, entire bill 18. S. 3462, Safeguarding American Families and Expanding Social Security Act of 2025, entire bill 19. S. 5178, Social Security Survivor Benefits Equity Act, entire bill 20. S. 3255, Surviving Widow(er) Income Fair Treatment Act of 2025, entire bill | HOUSE OF REPRESENTATIVES,SENATE | 90000 | 0 | 0 | 2026-01-08T12:53:31-05:00 | |
| 3479633 | I STREET ADVOCATES c8b7e29b-1746-4b37-8d46-3550cd00c9e7 | Q4 | I STREET ADVOCATES | 51753 | AMERICAN POSTAL WORKERS UNION | 2025 | fourth_quarter | RET | Support for the Federal Retirement Fairness Act H.R. 1522; Opposition to any attempt to take away or reduce the earned benefits and compensation of postal workers. | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2026-01-08T13:16:43-05:00 | |
| 3479635 | I STREET ADVOCATES 18210a87-5797-4c34-b70e-c84ea1a68ef0 | Q4 | I STREET ADVOCATES | 51753 | NATIONAL RURAL LETTER CARRIERS ASSOCIATION (NRLCA) | 2025 | fourth_quarter | RET | ● Support for the Federal Retirement Fairness Act H.R. 1522 | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2026-01-08T13:17:41-05:00 | ||
| 3479769 | VENABLE LLP 5edb054e-1db2-4bb6-b4a7-43f577b77d13 | Q4 | VENABLE LLP | 39941 | ASSOCIATION OF FOOD AND DAIRY RETAILERS, WHOLESALERS AND MANUFACTURERS | 2025 | fourth_quarter | RET | Implementation guidance related to the multiemployer funding provisions enacted in P.L. No. 117-2, the American Rescue Plan Act of 2021; Potential reform concepts for the multiemployer pension system | HOUSE OF REPRESENTATIVES,SENATE | 70000 | 0 | 0 | 2026-01-08T14:29:53-05:00 | |
| 3480266 | PENN AVENUE PARTNERS 88d4ced3-af72-47f1-9d24-58e8edc40c3b | 4T | PENN AVENUE PARTNERS | 400918672 | BRIGHTHOUSE FINANCIAL, INC. | 2025 | fourth_quarter | RET | Retirement issues impacting Brighthouse Financial. | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 1 | 2026-01-09T15:20:07-05:00 | |
| 3480632 | SCHOENING STRATEGIES 690b9317-46b7-4082-aee7-b43741d72ce8 | Q4 | SCHOENING STRATEGIES | 400954758 | AMAC ACTION | 2025 | fourth_quarter | RET | Support social security improvements and efforts to avert insolvency. | HOUSE OF REPRESENTATIVES,SENATE | 40000 | 0 | 0 | 2026-01-10T19:18:00-05:00 | |
| 3482025 | NATIONAL FEDERATION OF THE BLIND 94a764f8-ba5b-4d25-a761-7667be250b4c | Q4 | NATIONAL FEDERATION OF THE BLIND | 401103561 | NATIONAL FEDERATION OF THE BLIND | 2025 | fourth_quarter | RET | Remove the earnings cliff for Social Security Disability Insurance recipients and replace it with a two-for-one phaseout. Blind Americans Return to Work Act. H.R. 1175. Eliminate the five-month waiting period associated with Social Security Disability Insurance. | HOUSE OF REPRESENTATIVES,SENATE,Social Security Administration (SSA) | 10000 | 0 | 0 | 2026-01-13T09:02:24-05:00 | |
| 3483851 | AZOA SERVICES CORP(ALLIANZ OF AMERICA) FORMERLY AZOA SERIVCES CORP/FIREMAN'S FUND(ALLIANZ OF AMERICA 73ba41a9-ea87-4538-b24b-8b83dc53696c | 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 | 2025 | fourth_quarter | RET | Department of Labor Retirement Security Rule. Regarding the Department of Labor's Financial Factors in Selecting Plan Investments, support changes to prevent the Department from requiring plan fiduciaries to select investments based solely on pecuniary factors and prohibiting consideration of Environmental, Societal, and Governmental factors. (No specific bills.) Implementation of H.R. 2954, the SECURE 2.0 Act | HOUSE OF REPRESENTATIVES,SENATE | 510000 | 0 | 0 | 2026-01-14T12:59:17-05:00 | |
| 3484021 | DYKEMA GOSSETT PLLC 3c8525a8-f53f-47e8-8690-e741cae182d3 | Q4 | DYKEMA GOSSETT PLLC | 12915 | JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) | 2025 | fourth_quarter | RET | Lobbied in support of retirement security and pension provisions. | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2026-01-14T13:51:59-05:00 | |
| 3484050 | PRINCIPAL FINANCIAL GROUP 2ac97d51-a1ad-4015-9013-dbe4141c6b5d | Q4 | PRINCIPAL FINANCIAL GROUP | 32178 | PRINCIPAL FINANCIAL GROUP | 2025 | fourth_quarter | RET | S.1831 - Auto Reenroll Act - This bill allows plan sponsors to automatically reenroll non-participating employees into their employer-sponsored retirement plans at least once every three years. S.1707 - Helping Young Americans Save Act - This bill lowers the age required for retirement plan eligibility to 18 (from 21). S.1728 - Employee Ownership Representation Act - This bill adds two representatives of ESOP organizations to the ERISA Advisory Council. S.1645 - American Ownership and Resilience Act - This bill proposes a new zero-subsidy investment facility within Commerce to provide loan guarantees for private investment funds focused on supporting employee ownership transitions at small and mid-size businesses. S.1840 - Retirement Investment in Small Employers Act - This bill would raise the minimum tax credit that small businesses with fewer than 10 employees can receive when establishing a retirement plan from a minimum threshold of $500 to $2,500. S.2210- Unlocking Benefits for Independent Workers Act - This bill would create a safe harbor under federal law for companies that would like to voluntarily provide access to benefits to contractors. S.2217 - Independent Retirement Fairness Act - This bill would permit contractors to participate in retirement benefit plans like a single pension IRA and pooled employer plans, while insulating companies from being treated as an employer. H.R.2696 / S.1526 - Retirement Savings for Americans Act - This bill would create a federally-run defined contribution plan for private sector workers who lack access to or are ineligible for a workplace retirement plan from their employers. H.R.2988 - Protecting Prudent Investment of Retirement Savings Act - This bill requires retirement plan fiduciaries to prioritize maximizing returns rather than political or social impact via environmental, social, and governance factors. S. TBD- Leveraging Investment and Broadened Employee Retirement Today Act (LIBERTY Act): This bill amends the Employee Retirement Income Security Act of 1974 t… | HOUSE OF REPRESENTATIVES,SENATE | 509000 | 0 | 0 | 2026-01-14T14:01:57-05:00 | |
| 3484112 | DYKEMA GOSSETT PLLC 881636c6-9246-400e-a0b1-d62142abb098 | Q4 | DYKEMA GOSSETT PLLC | 12915 | THE ERISA INDUSTRY COMMITTEE | 2025 | fourth_quarter | RET | Paid leave issues Emergency savings Single-employer defined benefit issues Retirement plan disclosures Retirement plan investment requirements, options, duties, and related issues Retirement plan contribution flexibility Retirement savings tax issues Modernizing retirement plan administration Retirement plan recordkeeping issues PBGC premiums SECURE 2.0 Act Multiemployer pensions Litigation and enforcement affecting benefit plans Proposals to change capital holding requirements for banks Retirement plan coverage | HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of | 20000 | 0 | 0 | 2026-01-14T14:11:36-05:00 | |
| 3484120 | SQUIRE PATTON BOGGS 274f6e56-987f-4179-9499-8fa28872abfe | 4T | SQUIRE PATTON BOGGS | 30906 | AON SERVICE CORPORATION (FKA AON HEWITT) | 2025 | fourth_quarter | RET | Advice regarding retirement-related legislation - S.424, Retirement Fairness for Charities and Educational Institutions Act of 2025 - and regulatory reform. | HOUSE OF REPRESENTATIVES,SENATE | 50000 | 0 | 1 | 2026-01-14T14:14:11-05:00 | |
| 3484289 | MISSIONSQUARE RETIREMENT 7a1a21cc-3016-4280-b9b5-f7cefa48b190 | Q4 | MISSIONSQUARE RETIREMENT | 401106438 | MISSIONSQUARE RETIREMENT | 2025 | fourth_quarter | RET | Proposals related to retirement, employee benefit plan investments and administration, retiree health savings and collective investment trusts. Proposals related to 403(b) and governmental 457(b) plans. Issues related to tax incentives for retirement savings. Expansion of investment options for 403(b) plans. Issues related to implementation of SECURE 2.0. Issues related to employee benefit plan administration, including default investments Issues related to providing alternative assets in retirement plans | HOUSE OF REPRESENTATIVES,SENATE | 140000 | 0 | 0 | 2026-01-14T14:36:22-05:00 | |
| 3484405 | MR. MARK REY e2d44f85-d46e-437b-8516-00345fa160d3 | Q4 | MR. MARK REY | 400454181 | NATIONAL OLDER WORKERS CAREER CENTER | 2025 | fourth_quarter | RET | Assisting retired federal workers to secure new employment opportunities | HOUSE OF REPRESENTATIVES,Interior, Dept of (DOI),SENATE,U.S. Forest Service | 6000 | 0 | 0 | 2026-01-14T15:03:33-05:00 | |
| 3484683 | INTERNATIONAL FEDERATION OF PROFESSIONAL AND TECHNICAL ENGINEERS (IFPTE) e282637f-5035-4333-8dd9-690f4926f3e0 | Q4 | INTERNATIONAL FEDERATION OF PROFESSIONAL AND TECHNICAL ENGINEERS (IFPTE) | 19968 | INTERNATIONAL FEDERATION OF PROFESSIONAL AND TECHNICAL ENGINEERS (IFPTE) | 2025 | fourth_quarter | RET | Social Security 2100 Act SSA funding | HOUSE OF REPRESENTATIVES,SENATE | 95000 | 0 | 0 | 2026-01-14T16:08:52-05:00 | |
| 3484718 | INTERNATIONAL ALLIANCE OF THEATRICAL STAGE EMPLOYEES 9fdea906-95ce-4f22-a12f-f28312088f42 | Q4 | INTERNATIONAL ALLIANCE OF THEATRICAL STAGE EMPLOYEES | 401105446 | INTERNATIONAL ALLIANCE OF THEATRICAL STAGE EMPLOYEES | 2025 | fourth_quarter | RET | Oppose the Giving Retirement Options to Workers Act | 135000 | 0 | 0 | 2026-01-14T16:18:23-05:00 | ||
| 3485313 | TREA SENIOR CITIZENS LEAGUE b1532246-3da3-41e4-a8bb-052024ff713f | Q4 | TREA SENIOR CITIZENS LEAGUE | 38426 | TREA SENIOR CITIZENS LEAGUE | 2025 | fourth_quarter | RET | Social Security Reform; The Social Security Expansion Act (S.770, H.R.1700), The Social Security Enhancement and Protection Act (H.R.2517) Protecting Social Security; Protect Social Security and Medicare Act (H.R.1950) Eliminating the Taxation of Social Security Benefits; The You Earned it You Keep It Act, The Senior Citizens Tax Elimination Act (H.R.1040), No Tax on Social Security (H.R.904) Fair COLA for Seniors The Social Security Economic Recovery Act (S.3078) The Social Security Emergency Relief Act (H.R.6193) | HOUSE OF REPRESENTATIVES,SENATE | 5000 | 0 | 0 | 2026-01-15T09:58:25-05:00 | |
| 3485572 | LONGBOW PUBLIC POLICY GROUP, LLC c4f31c3e-4215-4c69-a3e6-fec072722dc5 | Q4 | LONGBOW PUBLIC POLICY GROUP, LLC | 401106355 | SIGNATORY WALL AND CEILING CONTRACTORS ALLIANCE | 2025 | fourth_quarter | RET | Employee Benefits Security Administration final rule entitled, Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights (87 FR 73822, December 1, 2022). Pension Benefits Guaranty Corporation proposed rule on Actuarial Assumptions for Determining an Employer's Withdrawal Liability (87 FR 62316, October 14, 2022). | Labor, Dept of (DOL) | 40000 | 0 | 0 | 2026-01-15T10:56:02-05:00 | |
| 3485606 | LONGBOW PUBLIC POLICY GROUP, LLC 16aaef89-4922-4cb2-a0db-5a9abf0e99c5 | Q4 | LONGBOW PUBLIC POLICY GROUP, LLC | 401106355 | INVESTMENT COMPANY INSTITUTE | 2025 | fourth_quarter | RET | Implementation of Executive Order 143330 "Democratizing Access to Alternative Assets for 401(k) Investors" - The White House (Aug. 7, 2025) and related potential revisions to 29 CFR 2550.404a-1(b). | Labor, Dept of (DOL) | 10000 | 0 | 0 | 2026-01-15T11:03:46-05:00 | |
| 3485630 | ALIGNMENT GOVERNMENT STRATEGIES 68cd2d6c-bd91-479d-912c-9a06c8234851 | 4T | ALIGNMENT GOVERNMENT STRATEGIES | 401103295 | AARP | 2025 | fourth_quarter | RET | issues pertaining to older Americans, including Medicare and Social Security; prescription drug reform; budget and appropriations; Connecting Caregivers to Medicare Act (S.3766/H.R.7274); Alleviating Barriers for Caregivers Act (S.3109); Lowering Costs for Caregivers Act (S.3254/H.R.7222); The Credit for Caring Act (S. 3702/H.R.7165); Spectrum and National Security Act of 2024 (S.4207), provisions related to the Affordable Connectivity Program | HOUSE OF REPRESENTATIVES,SENATE | 40000 | 0 | 1 | 2026-01-15T11:09:35-05:00 | |
| 3485798 | THE ERISA INDUSTRY COMMITTEE eb5257ca-15dc-45ef-8584-e12ce5b39247 | Q4 | THE ERISA INDUSTRY COMMITTEE | 13803 | ERISA INDUSTRY COMMITTEE | 2025 | fourth_quarter | RET | Paid leave issues; Emergency savings; Single-employer defined benefit issues; Retirement plan disclosures; Retirement plan investment requirements, options, duties, and related issues; Retirement plan contribution flexibility; Modernizing retirement plan administration; Retirement plan recordkeeping issues; PBGC premiums; SECURE 2.0 Act implementation; Multiemployer pensions; Litigation and enforcement affecting benefit plans; Retirement plan coverage; Retirement incentives; Fringe Benefit Issues | Federal Deposit Insurance Corporation (FDIC),Federal Reserve System,HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Office of the Comptroller of the Currency (OCC),Pension Benefit Guaranty Corporation (PBGC),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of | 90000 | 0 | 0 | 2026-01-15T11:41:54-05:00 | |
| 3485940 | MUTCH GOVERNMENT RELATIONS abbe3ec1-4ffb-480a-ac28-ceafeceb2030 | Q4 | MUTCH GOVERNMENT RELATIONS | 401105675 | PIKES PEAK AREA COUNCIL OF GOVERNMENTS | 2025 | fourth_quarter | RET | Renewal of the Older American Act | HOUSE OF REPRESENTATIVES,SENATE | 6000 | 0 | 0 | 2026-01-15T12:08:38-05:00 | |
| 3485953 | DUTKO GOVERNMENT RELATIONS 9fd1cbe5-7caf-4952-8d39-a07c47093dd1 | Q4 | DUTKO GOVERNMENT RELATIONS | 401109721 | ACCENTURE FEDERAL SERVICES LLC | 2025 | fourth_quarter | RET | Monitor IT Modernization at the Social Security Administration. Support language to accelerate IT modernization efforts at SSA | HOUSE OF REPRESENTATIVES,SENATE | 40000 | 0 | 0 | 2026-01-15T12:15:01-05:00 | |
| 3486134 | SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION 9af23832-f460-4953-a1be-48405c33980a | Q4 | SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION | 317914 | SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION | 2025 | fourth_quarter | RET | H.R. 20/S.852, Protecting the Right to Organize Act of 2025; H.R. 1013/S.424, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 8478, Empowering States to Protect Seniors from Bad Actors Act; S. 1526, the Retirement Savings for Americans Act; S. 4371, Empowering States to Protect Seniors from Bad Actors Act; S.5148/H.R. 9765, A bill to amend the Internal Revenue Code of 1986 to allow certain family caregivers to contribute to a Roth IRA; S. 5149/H.R. 9764, A bill to amend the Internal Revenue Code of 1986 to allow additional catch-up contributions for certain family caregivers; DOL Fiduciary Rule proposed rule on retirement security and related proposed changes to prohibited transaction exemptions including Qualified Professional Asset Manager; Retirement Security Rule: Definition of an Investment Advice Fiduciary (EBSA) and related exemptions; Issues relating to the preservation of private sector retirement system; Legislation to make technical corrections related to implementation of SECURE 2.0; ERISA fiduciary legislative proposals; Trump Accounts in Public Law 119-21. | Commodity Futures Trading Commission (CFTC),Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of | 3160000 | 0 | 0 | 2026-01-15T13:06:06-05:00 | |
| 3486382 | S-3 GROUP ad814dd7-8bf0-4214-93cf-78a4189dc4a8 | Q4 | S-3 GROUP | 400774330 | BRIGHTHOUSE SERVICES LLC | 2025 | fourth_quarter | RET | General issues related to retirement planning, including annuities and life insurance; taxation; cybersecurity; and consumer privacy | HOUSE OF REPRESENTATIVES,SENATE | 50000 | 0 | 0 | 2026-01-15T13:49:26-05:00 | |
| 3487142 | AMERICAN COUNCIL OF LIFE INSURERS 7ee50a60-de53-4de9-b50f-c70e65ded141 | Q4 | AMERICAN COUNCIL OF LIFE INSURERS | 2115 | AMERICAN COUNCIL OF LIFE INSURERS | 2025 | fourth_quarter | RET | 1.H.R.1013, S.424 Retirement Fairness for Charities and Educational Institutions Act of 2025: Allows 403(b) retirement plans to invest in Collective Investment Trust or Separate Accounts Insurance Products to establish investment parity with other defined contribution plans, like 401(k)s. 2.H.R.2023, S.988 Womens Retirement Protection Act (WRPA): This legislation imposes spousal consent requirements on nearly all distributions from defined contribution plans. The bill also seeks to enhance financial literacy through grants to community-based organizations and offers grants to such organizations to help low-income women and survivors of domestic abuse obtain qualified domestic relations orders. 3.H.R.2067, S.928 Protecting Americans Retirement Savings Act (PARSA): This bill prohibits ERISA-covered retirement plans from making new investments in companies controlled by or based in countries considered to be foreign adversaries. Foreign adversaries include China, Iran, North Korea, and Russia. The bill also requires fiduciaries to disclose continuing investments in such entities and sanctioned firms. 4.H.R.2089 Generating Retirement Ownership through Long-Term Holding (GROWTH): The legislation provides that reinvested mutual fund dividends are not subject to capital gains taxation until the investor sells his or her shares. 5.H.R.2163 No Penalties for Victims of Fraud Act: The bill ensures that victims of retirement account fraud are not subject to the 10% additional income tax on early retirement plan distributions. 6.H.R.2544, S.1222 Financial Freedom Act of 2025: The legislation prohibits the Secretary of Labor from restricting the investments available in self-directed 401(k) brokerage windows. The bill also prohibits the DOL from preventing a fiduciary from selecting, any particular type of investment alternative, provided that a fiduciary provides the participant or beneficiary an opportunity to choose, from a broad range of investment alternatives, nor can the DOL require that any particular type of investmen… | HOUSE OF REPRESENTATIVES,SENATE | 1878641 | 0 | 0 | 2026-01-15T16:01:59-05:00 | |
| 3487371 | CAPITOL COUNSEL LLC a9decfbd-9392-4e22-ab18-c54ee3ac69fd | Q4 | CAPITOL COUNSEL LLC | 313715 | FRANKLIN TEMPLETON FUNDS | 2025 | fourth_quarter | RET | Issues regarding retirement, tax, and financial services. | HOUSE OF REPRESENTATIVES,SENATE | 50000 | 0 | 0 | 2026-01-15T17:01:43-05:00 | |
| 3487929 | PORT SIDE STRATEGIES, LLC 9147a74d-8707-474d-a404-c4d1ebf461ed | Q4 | PORT SIDE STRATEGIES, LLC | 401105394 | SOCIAL SECURITY WORKS | 2025 | fourth_quarter | RET | S.770 - Social Security Expansion Act - in support. H.R.1700 - Social Security Expansion Act - in support. H.R.2909 - You Earned It, You Keep It Act - in support. S.2716 - You Earned It, You Keep It Act - in support. Boosting Benefits and COLAs for Seniors Act - in support. H.R. 4968 - Protecting and Preserving Social Security Act - in support. S 2614 - Protecting and Preserving Social Security Act - in support. COLAs Dont Count Act of 2026 - in support. Social Security Processing Claims Improvement Act - in support. Social Security Emergency Inflation Relief Act - in support. Surviving Widow(er) Income Fair Treatment (SWIFT) Act of 2025 - in support. | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2026-01-16T09:40:22-05:00 | |
| 3488349 | UNITED AUTOMOBILE, AEROSPACE & AGRICULTURAL IMPLEMENT WORKERS 8cbcd268-3478-4c00-b85d-d629ca58ba29 | Q4 | UNITED AUTOMOBILE, AEROSPACE & AGRICULTURAL IMPLEMENT WORKERS | 39052 | UNITED AUTOMOBILE AEROSPACE & AGRICULTURAL IMPLEMENT WORKERS | 2025 | fourth_quarter | RET | Inflation Reduction Act (H.R.5376) implementation: prescription drug reform. Stabilizing multi- and single-employer defined benefit pension plans, implementation of multi-employer pension provisions from the American Rescue Plan Act (ARPA, H.R.1319). Defending Social Security. | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE | 240000 | 0 | 0 | 2026-01-16T11:02:13-05:00 | |
| 3488504 | NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS f3e29d06-aeb0-4c6c-8917-5eadd60e1673 | Q4 | NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS | 26901 | NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS | 2025 | fourth_quarter | RET | Issues related to IRA and pension reform. Issues related to investment advice in connection with retirement products. Issues related to individuals and business investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties, and safe harbors. | HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),SENATE,Treasury, Dept of | 460775 | 0 | 0 | 2026-01-16T11:28:35-05:00 | |
| 3488602 | SYMETRA LIFE INSURANCE COMPANY f17c0c22-9852-4cb8-9283-6c4f8eb46234 | Q4 | SYMETRA LIFE INSURANCE COMPANY | 401105804 | SYMETRA LIFE INSURANCE COMPANY | 2025 | fourth_quarter | RET | INVEST ACT (HR 3383, Representative Wagner), lobbied in support of The Retirement Fairness for Charities and Educational Institutions Act (H.R. 1013, Representative Lucas), which allows 403(b) plan participants access to the same investment options available to other employer sponsored retirement plan participants better serving teachers, hospital workers, clergy, and nonprofits; also lobbied in support of The Improving Disclosure for Investors Act (H.R. 2441, Representative Huizenga), which directs the SEC to issue a rule permitting e-delivery and access to documents, while also preserving individual investors to receive information by paper if preferred. Automatic IRA Act of 2025 (H.R. 6722, Representative Neal), lobbied in support of increasing American's access to financial security in retirement. | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2026-01-16T11:54:17-05:00 | |
| 3488664 | NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION 441915d2-b4f4-4a35-813a-c1265ff4061d | Q4 | NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION | 28674 | NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION | 2025 | 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, no issues or introduced measures in this category were focused upon. | 90000 | 0 | 0 | 2026-01-16T12:02:00-05:00 | ||
| 3489333 | THE ARC OF THE UNITED STATES 58339d09-2912-4cf3-af7d-dd47bc0de049 | Q4 | THE ARC OF THE UNITED STATES | 4174 | ARC OF THE UNITED STATES | 2025 | 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. S.1234/H.R.2540 - SSI Savings Penalty Elimination Act H.R.930 - Stop the Wait Act of 2025 H.R.1389 - Marriage Equality for Disabled Adults Act S.1023/H.R.2142 - Social Security Overpayment Relief Act S.627 - Ensuring Nationwide Access to Better Life Experience (ENABLE) Act ENABLE | HOUSE OF REPRESENTATIVES,SENATE,Social Security Administration (SSA) | 30000 | 0 | 0 | 2026-01-16T13:18:08-05:00 | |
| 3489416 | DAVIS & HARMAN LLP 83e16ded-2e63-40fc-8829-138004c10fe2 | Q4 | DAVIS & HARMAN LLP | 11674 | FMR LLC | 2025 | fourth_quarter | RET | Proposals to expand retirement plan coverage and adequacy, including proposals to reform the multiple employer plan rules. Proposals related to creating of new qualified retirement plans for small business. Work related to brokerage window investments. Proposals related to electronic disclosure of information under ERISA, the Internal Revenue Code, and securities law. Proposals related to remittance taxes. Issues related to policy discussions with Pontera. S. 1222/H.R. 2544, Financial Freedom Act. Technical Corrections to SECURE 2.0 Act of 2022. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. (118th Congress) S. 1831, Auto Reenroll Act. H.R. 1, to provide for reconciliation pursuant to title II of H. Con. Res. 14. | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2026-01-16T13:31:43-05:00 | ||
| 3489427 | DAVIS & HARMAN LLP f489f00e-db4d-445b-96fe-b920b821dcf6 | Q4 | DAVIS & HARMAN LLP | 11674 | EDWARD JONES INVESTMENTS | 2025 | fourth_quarter | RET | Proposals related to small business retirement issues and retirement savings issues. Issues related to automatic reenrollment. Partnership tax issues. Required minimum distribution issues. Proposals to assist caregivers. Issues regarding age 18 eligibility. Lifetime income proposals. Proposals relating to qualified charitable distributions to donor advised funds. Technical Corrections to SECURE 2.0 Act of 2022. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. (118th Congress) H.R. 9765/S. 5148, Improving Retirement Security for Family Caregivers Act. (118th Congress) H.R. 9764/S. 5149, Catching Up Family Caregivers Act. (118th Congress) S. 1831, Auto Reenroll Act. S. 1707, Helping Young Americans Save for Retirement Act. | HOUSE OF REPRESENTATIVES,SENATE | 40000 | 0 | 0 | 2026-01-16T13:33:33-05:00 | |
| 3489442 | DAVIS & HARMAN LLP 3d62db06-4661-4431-bc52-7f133699aeb2 | Q4 | DAVIS & HARMAN LLP | 11674 | EMPOWER RETIREMENT LLC | 2025 | fourth_quarter | RET | Proposals related to retirement plan enhancements. Tax incentives for retirement savings. Issues related to artificial intelligence. Proposals to reform 403(b) plan investments. Proposals regarding retirement plan investments in private assets. H.R. 6722, Automatic IRA Act of 2024. S. 1707, Helping Young Americans Save for Retirement Act. S. 1831, Auto Reenroll Act. | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2026-01-16T13:37:23-05:00 | |
| 3489455 | DAVIS & HARMAN LLP 71654337-cff1-4255-803f-f96a67119549 | Q4 | DAVIS & HARMAN LLP | 11674 | GIRL SCOUTS OF THE USA | 2025 | fourth_quarter | RET | Pension funding issues. Proposals related to plan transfers. | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2026-01-16T13:38:26-05:00 | |
| 3489481 | DAVIS & HARMAN LLP 2ef7d697-2fa6-4a3f-9fa0-237c1af7c0ba | Q4 | DAVIS & HARMAN LLP | 11674 | AMERICAN BENEFITS COUNCIL | 2025 | 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 nonqualified deferred compensation. Proposals related to PEP service crediting. Proposals related to Section 401(h) surplus and VEBA surplus. Issues related to Internal Revenue Code Section 162(m). Issues related to tax incentives for retirement savings. Proposals related to environmental, social, and governance plan investments and proxy voting. Issues related to Qualified Professional Asset Managers. Issues related to cybersecurity in retirement plans. Proposals related to PBGC premiums. Proposals related to retirement target date funds. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans. Proposals related to electronic disclosure of information under ERISA, the Internal Revenue Code, and securities law. Issues related to Form 5500 filing and missing participants. Issues related to the use of brokerage windows in defined contribution plans. Proposals regarding pension risk transfers. Proposals to modify required minimum distribution rules. Proposals that would modify limits on retirement plan contributions. State-administered retirement plan initiatives. Annuitization with respect to defined contribution plans. Proposals that would consolidate various retirement and IRA types. Proposals regarding a retirement lost and found. Proposals related to savings accounts for emergencies. Issues related to paid family and medical leave. Issues regarding age 18 eligibility. Issues related to Roth catch-up contribution effective date. Issues related to Department of Labor's use of common interest agreements. Proposals related to retirement plan litigation. Proposals regarding retirement plan investments in private assets. Proposals regarding an annuity safe harbor. Proposals regarding the use of pen… | HOUSE OF REPRESENTATIVES,Pension Benefit Guaranty Corporation (PBGC),Pension & Welfare Benefits Administration,SENATE | 60000 | 0 | 0 | 2026-01-16T13:43:53-05:00 | |
| 3489512 | INVARIANT LLC 56b5042b-5a00-40a3-8950-ee2a60f775cc | 4T | INVARIANT LLC | 314237 | EDWARD D. JONES & CO., L.P. | 2025 | fourth_quarter | RET | Monitor retirement issues, including the implementation of the SECURE 2.0 Act of 2022 in P.L. 117-328. | HOUSE OF REPRESENTATIVES,SENATE | 50000 | 0 | 1 | 2026-01-16T13:47:54-05:00 | |
| 3489514 | DAVIS & HARMAN LLP d4e49ac2-c10f-4f89-8e2f-7268eaec0096 | Q4 | DAVIS & HARMAN LLP | 11674 | LINCOLN NATIONAL CORPORATION | 2025 | fourth_quarter | RET | Comprehensive pension and retirement savings legislation. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Proposals to reform 403(b) plan investments. Issues related to lifetime income proposals. Issues related to disclosure of longevity risk. Proposals regarding an annuity safe harbor. Technical Corrections to SECURE 2.0 Act of 2022. | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2026-01-16T13:48:06-05:00 | ||
| 3489529 | DAVIS & HARMAN LLP f66d29ff-55a2-4cc1-a992-0b4fba203d63 | Q4 | DAVIS & HARMAN LLP | 11674 | STATE STREET BANK AND TRUST CO. | 2025 | fourth_quarter | RET | Issues related to expanding retirement coverage and adequacy, facilitating retirement income, and increasing retirement security. Issues related to Qualified Professional Asset Managers. Issues related to qualifying longevity annuity contracts. Proposals to reform the multiple employer plan rules. Issues related to default annuitization. Issues related to 403(b) investments. Annuity tax credits. Issues relating to disclosure of longevity risk. Proposals regarding electronic rollovers. Technical Corrections to SECURE 2.0 Act of 2022. S. 1831, Auto Reenroll Act. H.R. 4718/S. 1707, Helping Young Americans Save for Retirement Act. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. (118th Congress) H.R. 6722, Automatic IRA Act of 2024. | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2026-01-16T13:50:42-05:00 | |
| 3489545 | DAVIS & HARMAN LLP e6364be5-2949-4645-ba7e-628f8eb4c7bd | Q4 | DAVIS & HARMAN LLP | 11674 | BROKER/DEALER COORDINATION GROUP | 2025 | fourth_quarter | RET | Issues related to the effect of the Department of Labor's fiduciary definition regulation and coordination of such regulation with SEC broker/dealer standard of care. Legislative proposals to address the fiduciary issue or the SEC standard of care. State fiduciary rules. | HOUSE OF REPRESENTATIVES,Pension & Welfare Benefits Administration,SENATE | 50000 | 0 | 0 | 2026-01-16T13:51:46-05:00 | |
| 3489550 | DAVIS & HARMAN LLP 13ae72ac-b043-49a1-8ccd-bc672f2b54a1 | Q4 | DAVIS & HARMAN LLP | 11674 | WILLIS NORTH AMERICA INC | 2025 | fourth_quarter | RET | Issues related to tax incentives for retirement savings. Treatment of pooled-employer plans. Technical Corrections to SECURE 2.0 Act of 2022. | HOUSE OF REPRESENTATIVES,Pension Benefit Guaranty Corporation (PBGC),SENATE | 0 | 0 | 2026-01-16T13:52:43-05:00 | ||
| 3489576 | DAVIS & HARMAN LLP 70984fe7-89fc-41c1-8e83-6725ee7eb404 | Q4 | DAVIS & HARMAN LLP | 11674 | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | 2025 | 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. Issues related to the tax treatment of retirement plans, IRAs, and annuity products. Issues related to pension risk transfers. | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2026-01-16T13:58:46-05:00 | |
| 3489588 | DAVIS & HARMAN LLP f79d38af-a818-4bdc-a95a-8b30fa3a32c9 | Q4 | DAVIS & HARMAN LLP | 11674 | TRANSAMERICA LIFE INSURANCE COMPANY | 2025 | fourth_quarter | RET | Proposals related to retirement plans for small business. Proposals to reform the multiple employer plan rules. Proposals related to electronic disclosure. Proposals that would consolidate various retirement and IRA types. Issues related to audits of groups of plans. Proposals to reform 403(b) plan investments. Issues regarding age 18 eligibility. Proposals related to gig workers. Technical Corrections to SECURE 2.0 Act of 2022. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. (118th Congress) H.R. 6722, Automatic IRA Act. S. 1707, Helping Young Americans Save for Retirement Act. S. 1831, Auto Reenroll Act. S. 2210, Unlocking Benefits for Independent Workers Act. S. 2217, Independent Retirement Fairness Act. S. 2228, Modern Worker Empowerment Act. | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2026-01-16T14:00:26-05:00 | ||
| 3489636 | DAVIS & HARMAN LLP 0203ae80-b01e-4a15-81e2-b91f5beaf460 | Q4 | DAVIS & HARMAN LLP | 11674 | NATIONWIDE INSURANCE COMPANIES | 2025 | fourth_quarter | RET | Proposals to expand retirement plan coverage and adequacy, including proposals to reform the multiple employer plan rules. Proposals related to creation of new qualified retirement plans for small business. Proposals related to 401(h) surplus. Proposals that would consolidate various retirement and IRA types. Proposals to reform 403(b) plan investments. Proposals related to electronic disclosure of information under ERISA, the Internal Revenue Code, and securities law. Proposals related to ETFs and variable annuities. Proposals related to lifetime income. Technical Corrections to SECURE 2.0 Act. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. (118th Congress) H.R. 6722, Auto IRA Act S. 1707, Helping Young Americans Save for Retirement Act. S. 1831, Auto Reenroll Act. | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2026-01-16T14:11:13-05:00 | |
| 3489650 | DAVIS & HARMAN LLP 7460963f-767a-4092-8e9f-0d676ee7f6cb | Q4 | DAVIS & HARMAN LLP | 11674 | NATIONAL RURAL ELECTRIC COOPERATIVE ASSN | 2025 | fourth_quarter | RET | Proposals related to PBGC premiums. Proposals to facilitate new growth of pension plans. Proposals related to employee tax credit for employer retirement contributions. Proposals regarding surplus pension assets. H.R. 3596, Rightsizing Pension Premiums Act (115th Congress). H.R.6738, Retirement Tax Credit Parity for Cooperatives and Charities Act (117th Congress). S. 2003, Strengthening Benefit Plans Act. | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2026-01-16T14:13:30-05:00 | ||
| 3489657 | TRUCKER HUSS APC e9a3a0c3-09f2-490c-89b0-01644588874c | Q4 | TRUCKER HUSS APC | 400537609 | WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND | 2025 | fourth_quarter | RET | Retirement | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of | 0 | 0 | 2026-01-16T14:15:02-05:00 | ||
| 3489669 | DAVIS & HARMAN LLP fbbc8ed3-c726-4724-acf7-9fc47280e99e | Q4 | DAVIS & HARMAN LLP | 11674 | MISSIONSQUARE RETIREMENT | 2025 | fourth_quarter | RET | Proposals related to retirement and retiree health savings and collective investment trusts. Proposals related to governmental 457(b) plans. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress), related to the Roth catch-up contribution provision, and pension linked emergency savings accounts. | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2026-01-16T14:16:20-05:00 | |
| 3489675 | DAVIS & HARMAN LLP 4b0cff23-180f-41b3-bbf5-03a1281009f8 | Q4 | DAVIS & HARMAN LLP | 11674 | RETIREMENT INDUSTRY TRUST ASSOCIATION | 2025 | fourth_quarter | RET | Issues related to retirement savings and IRAs. Legislative proposals related to self-directed IRAs and IRA investments. Retirement proposals in the Treasury Department's General Explanations of the Administration's Fiscal Year 2025 Revenue Proposals. Discussion draft of Retirement Improvements and Savings Enhancements (RISE) Act of 2016. IRA investment changes in H.R. 5376, Build Back Better Act/Inflation Reduction Act (117th Congress). | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2026-01-16T14:17:27-05:00 | ||
| 3489691 | DAVIS & HARMAN LLP 09885e79-a460-4f39-adc4-51fc5dfdf2ec | Q4 | DAVIS & HARMAN LLP | 11674 | VANGUARD GROUP | 2025 | fourth_quarter | RET | Issues related to tax incentives for retirement savings. Default investments in IRAs. Issues related to employee benefit plan investments and administration, and electronic delivery of ERISA-mandated statements and disclosures. S. 1831, Auto Reenroll Act. | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2026-01-16T14:19:28-05:00 | ||
| 3489713 | DAVIS & HARMAN LLP b77e62e4-82e7-40cd-898c-40298c9d0a46 | Q4 | DAVIS & HARMAN LLP | 11674 | TIAA | 2025 | fourth_quarter | RET | Issues related to tax incentives for retirement savings. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase distribution options within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. Proposals that would consolidate various retirement and IRA types. H.R. 3942, Lifetime Income for Employees Act. (118th Congress). E.O. 14330, Democratizing Access to Alternative Assets for 401(k) Investors. | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2026-01-16T14:23:18-05:00 | |
| 3489721 | DAVIS & HARMAN LLP b839b36c-f5a9-490e-933e-fc88cec149f8 | Q4 | DAVIS & HARMAN LLP | 11674 | INSPIRA FINANCIAL | 2025 | fourth_quarter | RET | Issues related to retirement savings and IRAs. Legislative proposals related to self-directed IRAs and IRA investments. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress), regarding issues related to automatic portability. | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2026-01-16T14:24:20-05:00 | ||
| 3489724 | DAVIS & HARMAN LLP dfa36225-d72b-450c-b47d-9b1ae379b89b | Q4 | DAVIS & HARMAN LLP | 11674 | SPARK INSTITUTE | 2025 | 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. Issues related to lifetime income and auto features. Issues related to alternative investments in retirement plans. Technical Corrections to the SECURE 2.0 Act of 2022. S. 1831, Auto Reenroll Act. H.R. 2958, Balance the Scales Act. H.R. 2869, EBSA Investigations Transparency Act. | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2026-01-16T14:25:50-05:00 | |
| 3489871 | DAVIS & HARMAN LLP 19208ccf-432f-41ce-905b-734b6ed72759 | 4A | DAVIS & HARMAN LLP | 11674 | EDWARD JONES INVESTMENTS | 2025 | fourth_quarter | RET | Proposals related to small business retirement issues and retirement savings issues. Issues related to automatic reenrollment. Partnership tax issues. Required minimum distribution issues. Proposals to assist caregivers. Issues regarding age 18 eligibility. Lifetime income proposals. Proposals relating to qualified charitable distributions to donor advised funds. Issues related to Senate Committee hearing, "The Future of Retirement." Technical Corrections to SECURE 2.0 Act of 2022. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. (118th Congress) H.R. 9765/S. 5148, Improving Retirement Security for Family Caregivers Act. (118th Congress) H.R. 9764/S. 5149, Catching Up Family Caregivers Act. (118th Congress) S. 1831, Auto Reenroll Act. S. 1707, Helping Young Americans Save for Retirement Act. | HOUSE OF REPRESENTATIVES,SENATE | 40000 | 0 | 0 | 2026-01-16T14:45:26-05:00 | |
| 3490338 | T. ROWE PRICE GROUP, INC. 342c8174-9008-4f48-b40b-fdb5292f6548 | Q4 | T. ROWE PRICE GROUP, INC. | 401108226 | T. ROWE PRICE GROUP, INC. | 2025 | fourth_quarter | RET | H.R. 2089 and S. 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act. H.R. 1013 and S. 424 , the Retirement Fairness for Charities and Education Institutions Act of 2025 H.R. 3383 - Increasing Investor Opportunities Act [INVEST Act] H.R. 6084 - ERISA Litigation Reform Act Private assets in DC plans Retirement income options Trump accounts | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE | 122000 | 0 | 0 | 2026-01-16T15:43:53-05:00 | |
| 3490365 | INTERNATIONAL BROTHERHOOD OF TEAMSTERS 8c3b56e7-8533-44d0-894e-d2ff5b351175 | Q4 | INTERNATIONAL BROTHERHOOD OF TEAMSTERS | 19855 | INTERNATIONAL BROTHERHOOD OF TEAMSTERS | 2025 | fourth_quarter | RET | - Pension Protection (general) | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL) | 324484 | 0 | 0 | 2026-01-16T15:47:15-05:00 | |
| 3490484 | CORNERSTONE GOVERNMENT AFFAIRS, INC. 5667dcfe-710b-4f22-82bd-9d3a86c7c530 | Q4 | CORNERSTONE GOVERNMENT AFFAIRS, INC. | 75557 | BLACKROCK FUNDS SERVICES GROUP LLC | 2025 | fourth_quarter | RET | Issues affecting the asset management industry and retirement savings. | HOUSE OF REPRESENTATIVES,Treasury, Dept of,White House Office | 80000 | 0 | 0 | 2026-01-16T16:01:50-05:00 | |
| 3490890 | THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY 3f4c5b48-c43b-4efd-9cdc-e2d841c57759 | Q4 | THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY | 29607 | THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY | 2025 | fourth_quarter | RET | Retirement Security, Q4 2025 Income Security S. 2415 and H.R. 7107, the Long-Term Care Affordability Act: Would allow for tax free distributions from retirement accounts to fund LTC contracts. | HOUSE OF REPRESENTATIVES,SENATE | 740000 | 0 | 0 | 2026-01-16T17:04:14-05:00 | |
| 3491014 | AMERICAN FEDERATION OF STATE, COUNTY AND MUNICIPAL EMPLOYEES 6bb899a9-ec0f-402a-a8fd-49c36a34b2d3 | Q4 | AMERICAN FEDERATION OF STATE, COUNTY AND MUNICIPAL EMPLOYEES | 2321 | AMERICAN FEDERATION OF STATE COUNTY AND MUNICIPAL EMPLOYEES | 2025 | fourth_quarter | RET | S 3059, HR 5841- Boosting Benefits and COLAs for Seniors Act S 3255- Surviving Widow(er) Income Fair Treatment (SWIFT) Act HR 6424, S 3357- Social Security Survivor Benefits Equity Act HR 5841, S 3059- Boosting Benefits and COLAs for Seniors Act | HOUSE OF REPRESENTATIVES,SENATE | 690000 | 0 | 0 | 2026-01-16T17:23:42-05:00 | |
| 3491060 | INVARIANT LLC fc15bcfc-8d45-47c6-b48d-820d9317b6e7 | Q4 | INVARIANT LLC | 314237 | THE AMERICAN COUNCIL OF LIFE INSURERS | 2025 | fourth_quarter | RET | Monitor retirement issues, including the implementation of the SECURE 2.0 Act of 2022 in P.L. 117-328. | HOUSE OF REPRESENTATIVES,SENATE | 110000 | 0 | 0 | 2026-01-16T17:31:38-05:00 | |
| 3492268 | CASSIDY & ASSOCIATES, INC. 0101fe66-7c0b-4b2c-81bf-7abdec9024bf | Q4 | CASSIDY & ASSOCIATES, INC. | 8453 | SOCIETY OF ACTUARIES | 2025 | fourth_quarter | RET | General legislative issues related to the actuarial profession | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2026-01-17T18:02:02-05:00 | |
| 3492618 | INVARIANT LLC 13176c3e-5aa1-45de-b587-0618bf965227 | Q4 | INVARIANT LLC | 314237 | COREBRIDGE FINANCIAL, INC. AND AFFILIATES | 2025 | fourth_quarter | RET | Monitor retirement security issues. | HOUSE OF REPRESENTATIVES,SENATE | 50000 | 0 | 0 | 2026-01-18T10:38:22-05:00 | |
| 3493167 | NATIONWIDE MUTUAL INSURANCE COMPANY 0e0914ae-124f-4bb2-84cd-a0e4b5477134 | Q4 | NATIONWIDE MUTUAL INSURANCE COMPANY | 26411 | NATIONWIDE MUTUAL INSURANCE COMPANY | 2025 | fourth_quarter | RET | S 424-Retirement Fairness for Charities and Educational Institutions Act of 2025 S 1707-Helping Young Americans Save for Retirement Act S 1831-Auto Reenroll Act of 2025 S 1840-RISE Act | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE | 670000 | 0 | 0 | 2026-01-18T14:30:44-05:00 | |
| 3493315 | FORBES-TATE ba2bbe83-fd30-485c-b698-ed9442253c22 | Q4 | FORBES-TATE | 400976792 | INSURED RETIREMENT INSTITUTE | 2025 | fourth_quarter | RET | Issues related to retirement savings; Issues related to H.R. 1013/S. 424 - The Retirement Fairness for Charities and Educational Institutions Act of 2025; Issues related to DOL Fiduciary rule. | HOUSE OF REPRESENTATIVES,SENATE | 50000 | 0 | 0 | 2026-01-18T15:33:32-05:00 | |
| 3493470 | CAPITOL COUNSEL LLC bf382dac-f357-425c-88d3-4ce5a05a2e89 | 4T | CAPITOL COUNSEL LLC | 313715 | SECURE OUR SAVINGS, INC. | 2025 | fourth_quarter | RET | Advice and advocacy related to tax reform's impact on the retirement plan savings incentives. | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 1 | 2026-01-18T16:41:54-05:00 | |
| 3493595 | RUTLEDGE POLICY GROUP, LLC bb2eb7b4-e280-40cd-9707-2a0eba90d213 | Q4 | RUTLEDGE POLICY GROUP, LLC | 401105775 | AMERICAN RETIREMENT ASSOCIATION | 2025 | fourth_quarter | RET | General Retirement Savings Legislation - All Provisions General 401(k) and 403(b) legislation- All provisions 401(k) Investments in Alternative Assets - Agency Guidance | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,White House Office | 60000 | 0 | 0 | 2026-01-18T17:22:00-05:00 | |
| 3493615 | RUTLEDGE POLICY GROUP, LLC d56b751d-4d80-46ab-9e56-0af9f132f3e4 | Q4 | RUTLEDGE POLICY GROUP, LLC | 401105775 | BROWNSTEIN (BHFS, LLP) OBO APOLLO GLOBAL MANAGEMENT | 2025 | fourth_quarter | RET | 401(k) Investments in Alternative Assets - Agency Guidance Pension Risk Transfer - Agency Guidance | Labor, Dept of (DOL) | 0 | 0 | 2026-01-18T17:30:35-05:00 | ||
| 3493677 | RUTLEDGE POLICY GROUP, LLC f7787469-f46a-4f92-8bfb-8caa10be824b | Q4 | RUTLEDGE POLICY GROUP, LLC | 401105775 | APOLLO GLOBAL MANAGEMENT. INC. | 2025 | fourth_quarter | RET | 401(k) Investments in Alternative Assets; Pension Risk Transfer - Agency Guidance | Labor, Dept of (DOL),Natl Economic Council (NEC) | 60000 | 0 | 0 | 2026-01-18T17:48:31-05:00 | |
| 3493688 | RUTLEDGE POLICY GROUP, LLC 86629d36-9ac9-4a5e-8bd1-89e866a7c184 | Q4 | RUTLEDGE POLICY GROUP, LLC | 401105775 | BROWNSTEIN (BHFS, LLP) OBO UNIVERSAL SAVINGS FOR AMERICANS | 2025 | fourth_quarter | RET | Universal Retirement Savings Legislation | Natl Economic Council (NEC),SENATE | 0 | 0 | 2026-01-18T17:50:26-05:00 | ||
| 3493717 | FORBES-TATE 72c5edad-6118-4aad-9dfc-f722cff59068 | Q4 | FORBES-TATE | 400976792 | EDWARD D. JONES & CO., L.P. | 2025 | fourth_quarter | RET | Issues related to retirement security and savings matters; Issues related to small business retirement and retirement savings; Issues related to retirement savings for military spouses; SIMPLE IRAs; Issues related to financial transaction, capital gains, and dividend income taxes; Issues related to senior investor protection matters; Issues related to SEC and DOL standard of care rulemaking; Issues related to partnership tax and IRS Code Section 199A. | SENATE | 50000 | 0 | 0 | 2026-01-18T18:04:54-05:00 | |
| 3493781 | INVARIANT LLC 840f6970-0d7e-407d-bdb9-c74b2e759105 | Q4 | INVARIANT LLC | 314237 | THE VANGUARD GROUP, INC. | 2025 | fourth_quarter | RET | Monitor retirement savings issues. | HOUSE OF REPRESENTATIVES,SENATE | 80000 | 0 | 0 | 2026-01-18T18:36:23-05:00 | |
| 3494343 | CGCN GROUP, LLC 4700e962-91f8-4051-85dd-33b7eb7b9031 | Q4 | CGCN GROUP, LLC | 76992 | AMERICAN RETIREMENT ASSOCIATION | 2025 | fourth_quarter | RET | Issues related to retirement security; S.1526 - Retirement Savings for Americans Act of 2025; H.R.2696 Retirement Savings for Americans Act of 2025. | HOUSE OF REPRESENTATIVES,SENATE | 60000 | 0 | 0 | 2026-01-19T08:08:32-05:00 | |
| 3494381 | INVESTMENT ADVISER ASSOCIATION 886f08df-c0a4-4439-b02e-c8e8d29e8256 | Q4 | INVESTMENT ADVISER ASSOCIATION | 40017130 | INVESTMENT ADVISER ASSOCIATION | 2025 | fourth_quarter | RET | Retirement Issues for Investment Advisers | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE | 110000 | 0 | 0 | 2026-01-19T08:34:19-05:00 | |
| 3494533 | VAN SCOYOC ASSOCIATES 31080f4c-5dd2-4365-a717-f0b717ce6479 | Q4 | VAN SCOYOC ASSOCIATES | 39837 | PAYCHEX | 2025 | fourth_quarter | RET | Monitor the following: H.R.5891/S.1840, Retirement Investment in Small Employers Act, Entirety Public Law 117-328, Consolidated Appropriations Act, FY2023, Retirement implementation related issues (SECURE 2.0) | 40000 | 0 | 0 | 2026-01-19T09:11:21-05:00 | ||
| 3495313 | INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION d0c7a9d3-1530-47a6-860f-2f64ea57dfd9 | Q4 | INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION | 401104677 | INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION | 2025 | fourth_quarter | RET | Issues relating to 401(k) defined contributions. Issues relating to Fiduciary Duties Regarding Asset Classes under ERISA (Retirement Savings Modernization Act), Department of Labor Retirement Security Rule: Definition of Investment Advice Fiduciary and Related Exemptions. | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of | 75000 | 0 | 0 | 2026-01-19T11:01:00-05:00 | |
| 3495611 | AMAC ACTION 67e51fa1-c67d-4d5f-b2c8-d25c6ad11540 | Q4 | AMAC ACTION | 401104675 | AMAC ACTION | 2025 | fourth_quarter | RET | healthcare reform solutions and legislation, Social Security reform solutions and legislation | Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,SENATE | 80000 | 0 | 0 | 2026-01-19T11:34:24-05:00 | |
| 3496078 | RESOLUTION PUBLIC AFFAIRS, LLC 21f0d06a-90d7-452e-bd70-821f4517154d | Q4 | RESOLUTION PUBLIC AFFAIRS, LLC | 401105068 | EDWARD D. JONES & CO., L.P. | 2025 | fourth_quarter | RET | Issues related to retirement security and savings matters Issues related to small business retirement and retirement savings; | HOUSE OF REPRESENTATIVES,SENATE | 50000 | 0 | 0 | 2026-01-19T12:31:34-05:00 | |
| 3496132 | RESOLUTION PUBLIC AFFAIRS, LLC d2617315-913b-45e3-8b4d-a83bc54aef86 | Q4 | RESOLUTION PUBLIC AFFAIRS, LLC | 401105068 | BLACKROCK FUNDS SERVICES GROUP, LLC | 2025 | fourth_quarter | RET | Issues impacting retirement security, generally | HOUSE OF REPRESENTATIVES,SENATE | 60000 | 0 | 0 | 2026-01-19T12:36:37-05:00 | |
| 3496304 | TRANSPORTATION COMMUNICATIONS NATIONAL UNION/IAM (FKA TRANSPORTATION COMMUNICATI fa3c1e34-9674-46cf-a0d9-46d7293a2578 | Q4 | TRANSPORTATION COMMUNICATIONS NATIONAL UNION/IAM (FKA TRANSPORTATION COMMUNICATI | 38368 | TRANSPORTATION COMMUNICATIONS NATIONAL UNION/IAM (FKA TRANSPORTATION COMMUNICATI | 2025 | fourth_quarter | RET | TCU lobbied members of Congress, their staff's and some officials in the administration (White House officials) on issues pertaining to the railroad retirement board. These issues we advocated for included reversing field office closures, advocating for funding increases for operational expenses and more. | HOUSE OF REPRESENTATIVES,Railroad Retirement Board,SENATE | 54000 | 0 | 0 | 2026-01-19T12:56:03-05:00 | |
| 3499096 | BROWNSTEIN HYATT FARBER SCHRECK, LLP ff77bbd4-e7e0-41cd-a6d1-b6e3d12d318c | Q4 | BROWNSTEIN HYATT FARBER SCHRECK, LLP | 7257 | ARES MANAGEMENT, FORMERLY REPORTED AS, ARES MANAGEMENT LLC | 2025 | fourth_quarter | RET | Issues related to private equity; Mark to market proposals Issues related to retirement Issues involving business development companies (BDCs) HR2225 - Access to Small Business Investor Capital Act | HOUSE OF REPRESENTATIVES,SENATE | 80000 | 0 | 0 | 2026-01-19T22:43:50-05:00 | |
| 3499286 | WINNING STRATEGIES WASHINGTON 996e9235-e20e-40fa-ac9c-9dc72acbb61b | Q4 | WINNING STRATEGIES WASHINGTON | 50796 | NATIONAL TROOPERS COALITION | 2025 | fourth_quarter | RET | Retirement Issues; the implementation of Windfall Elimination of retirement benefits for retired law enforcement; social security provisions in OBBB | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2026-01-19T23:45:44-05:00 | |
| 3499305 | WINNING STRATEGIES WASHINGTON a10b726d-f2a1-49c0-b4b3-076eda91465b | Q4 | WINNING STRATEGIES WASHINGTON | 50796 | PRUDENTIAL | 2025 | fourth_quarter | RET | Retirement & pensions | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2026-01-19T23:49:45-05:00 | |
| 3499495 | INTERNATIONAL ASSOCIATION OF FIRE FIGHTERS 4fd02bfa-eb53-4567-b4f5-b6830d1faa4d | Q4 | INTERNATIONAL ASSOCIATION OF FIRE FIGHTERS | 19753 | INTERNATIONAL ASSOCIATION OF FIRE FIGHTERS | 2025 | fourth_quarter | RET | H.R. 1, One Big Beautiful Bill Act H.R. 2382, First Responders Retirement Parity Act Issues related to the FERS annuity and pension contributions for federal fire fighters Issues related to the implementation of the Social Security Fairness Act | HOUSE OF REPRESENTATIVES,SENATE | 184304 | 0 | 0 | 2026-01-20T06:26:13-05:00 | |
| 3499525 | TIDAL STRATEGIES, LLC 1b225958-5267-4a3c-b692-4d4369d0ab74 | Q4 | TIDAL STRATEGIES, LLC | 401106551 | AFFORDABLE BENEFIT CHOICES LLC | 2025 | fourth_quarter | RET | Issues related to ERISA benefits (no specific legislation) | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE | 30000 | 0 | 0 | 2026-01-20T07:03:40-05:00 | |
| 3499745 | AARP 1d87877b-79da-42ac-9cc3-dc5036fdcc57 | Q4 | AARP | 1694 | AARP | 2025 | fourth_quarter | RET | S. 1227/H.R. 2491, Alleviating Barriers for Caregivers of 2025. S 1234/HR 2540, SSI Savings Penalty Elimination Act of 2025. H.R. 34, the Land And Social Security Optimization Act of 2025. HR 6237, the Repairing Social Security After Trump and DOGE Act of 2025. HR 5893, the Guaranteed Uninterrupted Access to Retiree Disbursements (GUARD) Act of 2025. S. 1504/HR 5284, Claiming Age Clarity Act of 2025. S. 1666/HR 5345, Improving Social Securitys Service to Victims of Identity Theft Act of 2025. HR 5348, Social Security Child Protection Act of 2025. S. 3078/HR 6193, the Social Security Emergency Inflation Relief Act of 2025. S. 639/HR 227, Clergy Act of 2026. H.R.6724, Protecting Supplemental Security Income for Disaster Victims Act of 2025. H.R. 2716, Ending Improper Payments to Deceased People Act of 2025. S. 1831Auto Reenroll Act of 2025. H.R. 6722 Automatic IRA Act of 2025. H.R. 2696 Retirement Savings for Americans Act of 2025. S. 1526Retirement Savings for Americans Act of 2025. S. 1840RISE Act of 2025. S. 988 /H.R. 2023 Women's Retirement Protection Act of 2025. No bill number. Discussed retirement access and coverage issues. No bill number. Discussed fiduciary obligations. No bill number. Discussed alternative assets in retirement plans. No bill number. Discussed Lifetime income. No bill number. Discussed paper checks at the Social Security Administration. No bill number. Discussed Social Security COLAs. No bill number. Discussed Social Security disability regulations. No bill number. Discussed Social Security solvency. No bill number. Discussed SSAs engagement with advocacy groups. No bill number. Discussed customer service at the Social Security Administration. No bill number. Discussed funding for the Social Security Administration. No bill number. Discussed phone service and Security Authentication PIN (SAP) process at the Social Security Administration. No bill number. Discussed Social Security Administration operations during a government shutdown. No bill number. Discussed ABLE accounts. No bill numbe… | HOUSE OF REPRESENTATIVES,SENATE,Social Security Administration (SSA),White House Office | 5300000 | 0 | 0 | 2026-01-20T08:12:15-05:00 | |
| 3500272 | S-3 GROUP 43c5d8a9-9a38-412a-ab9a-2b52b333a911 | Q4 | S-3 GROUP | 400774330 | AIR LINE PILOTS ASSOCIATION | 2025 | fourth_quarter | RET | Issues involving mandatory retirement age for pilots | HOUSE OF REPRESENTATIVES,SENATE | 60000 | 0 | 0 | 2026-01-20T09:08:33-05:00 | |
| 3500313 | NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION (NRECA) 9cde7d69-024d-4a3d-af4a-4ebcc96e16fd | Q4 | NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION (NRECA) | 28515 | NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION (NRECA) | 2025 | fourth_quarter | RET | - Draft retirement savings proposals impacting defined-benefit and defined-contribution plans | HOUSE OF REPRESENTATIVES,SENATE | 770000 | 0 | 0 | 2026-01-20T09:11:59-05:00 | |
| 3500415 | COREBRIDGE FINANCIAL, INC. AND AFFILIATES e772b0d1-f2d4-42e6-bb38-1ae7369f0dc4 | Q4 | COREBRIDGE FINANCIAL, INC. AND AFFILIATES | 401108246 | COREBRIDGE FINANCIAL, INC. AND AFFILIATES | 2025 | fourth_quarter | RET | S.2365: Small Nonprofit Retirement Security Act - Issues related to retirement security | SENATE | 80000 | 0 | 0 | 2026-01-20T09:19:47-05:00 | |
| 3500684 | PHILANTHROPY ROUNDTABLE 3f0e63de-f8d3-4056-8410-ebe78ca637f2 | Q4 | PHILANTHROPY ROUNDTABLE | 401107807 | PHILANTHROPY ROUNDTABLE | 2025 | fourth_quarter | RET | Tax policy relating to donor privacy, donor advised funds, donor intent, and sector regulation. HF 4563 (ACE Act) | S.359/HR 926 (AMICUS) | S. 618 (Universal Giving Pandemic Response and Recovery Act) | Defending Education Transparency and Ending Rogue Regimes Engaging in Nefarious Transactions Act (HR 5933) | H.R. 8290 - Foreign Grant Reporting Act | H.R. 8293 - American Donor Privacy and Foreign Funding Transparency Act | H.R. 8292 - The Taxpayer Data Protection Act | S 4326 | S 3604/HR 7027 | S. 3064 Safeguarding Charities Act | S. 4326 Protecting Charitable Giving Act | H.R. 2891 IRA Charitable Rollover Facilitation and Enhancement Act of 2025 | H.R. 137: TCJA Permanency Act | HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),SENATE,Treasury, Dept of,White House Office | 160000 | 0 | 0 | 2026-01-20T09:41:44-05:00 | |
| 3500856 | METLIFE GROUP, INC. d602f3e8-163b-4504-b7f1-99b86c1c1f21 | Q4 | METLIFE GROUP, INC. | 40032280 | METLIFE GROUP, INC. | 2025 | fourth_quarter | RET | Issues related to DOL revising ERISA fiduciary rules and suggested DOL recommendations to IB 95-1 guidance; Issues related to retirement market expansion including mandated auto-IRAs, 401k, 403(b) parity, and enrollment. | HOUSE OF REPRESENTATIVES,SENATE | 530000 | 0 | 0 | 2026-01-20T09:49:38-05:00 | |
| 3501000 | WILLIS NORTH AMERICA INC. 17d23b02-1e6c-4e15-87a5-ce40a59b3950 | Q4 | WILLIS NORTH AMERICA INC. | 401104747 | WILLIS NORTH AMERICA INC. | 2025 | fourth_quarter | RET | H.R. 1013, S. 424 - Retirement Fairness for Charities and Educational Institutions Act of 2025: Provisions related to retirement. | HOUSE OF REPRESENTATIVES,SENATE | 70000 | 0 | 0 | 2026-01-20T09:56:07-05:00 | |
| 3501323 | STATE STREET BANK AND TRUST COMPANY AND ITS AFFILIATES 97434060-47f6-414f-9340-ee983025cf09 | Q4 | STATE STREET BANK AND TRUST COMPANY AND ITS AFFILIATES | 83854 | STATE STREET BANK AND TRUST COMPANY AND ITS AFFILIATES | 2025 | fourth_quarter | RET | Retirement savings incentives, including: Retirement Fairness for Charities and Educational Institutions Act of 2025; SECURE 3.0; private markets legislation; litigation reform; One Big Beautiful Bill Act. | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE | 1160000 | 0 | 0 | 2026-01-20T10:12:49-05:00 | |
| 3501599 | AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES d0e00b50-90c6-4249-a115-4f6271597204 | Q4 | AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES | 3481 | AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES | 2025 | fourth_quarter | RET | H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 2696 - Retirement Savings for Americans Act of 2025 H.R. 3383 - Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 4548 - Small Nonprofit Retirement Security Act of 2025 H.R. 6084 - ERISA Litigation Reform Act H.R. 6450 - Retirement Rollover Flexibility Act H.R. 6722 - Automatic IRA Act of 2025 S. 424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1526 - Retirement Savings for Americans Act of 2025 S. 1707 - Helping Young Americans Save for Retirement Act S. 1831 - Auto Re-Enroll Act of 2025 S. 1840 - Retirement Investment in Small Employers Act S. 2365 - Small Nonprofit Retirement Security Act of 2025 S. 3352 - Retirement Rollover Flexibility Act | HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),SENATE | 401839 | 0 | 0 | 2026-01-20T10:25:33-05:00 |
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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);