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lobbying_activities

Individual lobbying activities reported in quarterly filings. Each row is one issue area for one client — includes the specific issues lobbied on, government entities contacted, and income/expense amounts.

Data license: Public Domain (U.S. Government data) · Data source: Federal Register API & Regulations.gov API

248 rows where filing_period = "second_quarter", filing_year = 2015 and issue_code = "RET" sorted by filing_year descending

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issue_code 1

  • RET · 248 ✖

filing_year 1

  • 2015 · 248 ✖

filing_period 1

  • second_quarter · 248 ✖
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
1690320 NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC. 2e28f130-d4b7-4c69-a61d-1a91128cf49a Q2 NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC. 26980 NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC. 2015 second_quarter RET Social Security Fairness Act; Law Enforcements Officers Equity Act; Equal Treatment for Public Servants Act HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),SENATE,Treasury, Dept of   40000 0 0 2015-07-02T11:04:47.383000-04:00
1690595 NATIONAL DISABILITY RIGHTS NETWORK edd451b3-a9c9-42cc-a0cd-b408fdc1fd91 Q2 NATIONAL DISABILITY RIGHTS NETWORK 27035 NATIONAL DISABILITY RIGHTS NETWORK 2015 second_quarter RET Retirement and financial security issues for individuals with disabilities. This includes Social Security, tax law issues, also trusts to care for individuals with a disability. The creation and regulations for the ABLE accounts. Creating a system where the P&As can help Social Security and Representative Payee issues. Reauthorization of the PABSS program. Finally, working to address the shortfall in the SSDI trust fund and beat back attempts to cut SSDI or UI for people that receive both benefits. Administration for Children & Families (ACF),Administration on Aging,AMTRAK - Natl Railroad Passenger Corporation,Bureau of Indian Affairs (BIA),Centers For Medicare and Medicaid Services (CMS),Education, Dept of,Executive Office of the President (EOP),Federal Aviation Administration (FAA),Federal Communications Commission (FCC),Federal Emergency Management Agency (FEMA),Federal Railroad Administration,Health & Human Services, Dept of (HHS),Health Resources & Services Administration (HRSA),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Housing & Urban Development, Dept of (HUD),Justice, Dept of (DOJ),Labor, Dept of (DOL),Office of Justice Program,Office of Juvenile Justice & Delinquency Prevention,Office of the Vice President of the United States,President of the U.S.,SENATE,Social Security Administration (SSA),State, Dept of (DOS),Substance Abuse & Mental Health Services Administration (SAMHSA),Transportation, Dept of (DOT),Transportation Security Administration (TSA),U.S. Coast Guard (USCG),U.S. Immigration & Customs Enforcement (ICE),Veterans Affairs, Dept of (VA),Vice President of the U.S.,White House Office   18430 0 0 2015-07-03T11:45:41.760000-04:00
1690730 FORSCEY, PLLC d0263991-cd40-4851-b12f-4d045b7aa7f7 Q2 FORSCEY, PLLC 52880 WRITERS GUILD OF AMERICA, WEST 2015 second_quarter RET Monitor proposed amendments to and implementation of the Multi-Employer Pension Reform Act of 2014. Federal Communications Commission (FCC),HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),SENATE 30000   0 0 2015-07-06T09:13:41.727000-04:00
1691193 NATIONAL ASSOCIATION OF POSTMASTERS OF THE UNITED STATES 76fc3a01-c5bb-4ae0-870a-15fe23fd3523 Q2 NATIONAL ASSOCIATION OF POSTMASTERS OF THE UNITED STATES 27002 NATIONAL ASSOCIATION OF POSTMASTERS OF THE UNITED STATES 2015 second_quarter RET Civil Service Retirement System Federal Employees Retirement System Thrift Savings Plan Social Security Federal Retirement Thrift Investment Board,HOUSE OF REPRESENTATIVES,Office of Personnel Management (OPM),Postal Regulatory Commission,SENATE,U.S. Postal Service (USPS)   40000 0 0 2015-07-07T14:15:57.627000-04:00
1691335 NATIONAL LEAGUE OF POSTMASTERS dffd279a-fdb5-4e83-b7f6-a56ee8d354fa Q2 NATIONAL LEAGUE OF POSTMASTERS 69297 NATIONAL LEAGUE OF POSTMASTERS 2015 second_quarter RET Federal Retirement and other general benefit issues. HOUSE OF REPRESENTATIVES,Postal Regulatory Commission,SENATE,U.S. Postal Service (USPS)   20000 0 0 2015-07-08T09:05:03-04:00
1691529 UNITED MINE WORKERS OF AMERICA 5f66bf4e-6bb4-4780-9fb3-b617b7825605 Q2 UNITED MINE WORKERS OF AMERICA 39187 UNITED MINE WORKERS OF AMERICA 2015 second_quarter RET H.R. 2403 The Coal Healthcare and Pension Protection Act of 2015th H.R. 2050 40% tax repeal Affordable Care Act excise tax on high cost plans Environmental Protection Agency (EPA),HOUSE OF REPRESENTATIVES,SENATE,U.S. Trade Representative (USTR)   165351 0 0 2015-07-08T13:04:16.380000-04:00
1692735 UNIVERSITY OF IOWA c151004d-ae6a-4713-985d-840ffb837a53 Q2 UNIVERSITY OF IOWA 49191 UNIVERSITY OF IOWA 2015 second_quarter RET Retirement issues related to universities' pension plans IRA issues related to philanthropic giving Agriculture, Dept of (USDA),Centers For Medicare and Medicaid Services (CMS),Defense, Dept of (DOD),Federal Emergency Management Agency (FEMA),Health & Human Services, Dept of (HHS),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Natl Institutes of Health (NIH),SENATE,Transportation, Dept of (DOT)   86662 0 0 2015-07-10T13:15:35.480000-04:00
1692851 TREA SENIOR CITIZENS LEAGUE ff7ffb54-b9dc-4b1c-9436-f8b7d3b68298 Q2 TREA SENIOR CITIZENS LEAGUE 38426 TREA SENIOR CITIZENS LEAGUE 2015 second_quarter RET Social Security Notch Reform: H.R. 314 and S. 99, Social Security Protection: H.R. 111 and S. 20 and H.R. 1983, Social Security Reform: H.R. 973 and H.R. 1391 and S. 731 and H.R. 1984 and H.R. 1811 and S. 960 and S. 1651, No Social Security for Illegal Work: H.R. 1716, Social Security Disability Insurance Reform: S. 499 and H.R. 918 and S. 1198 and H.R. 1936. HOUSE OF REPRESENTATIVES,SENATE   34846 0 0 2015-07-10T14:19:00.870000-04:00
1693603 AZOA SERVICES CORP(ALLIANZ OF AMERICA) FORMERLY AZOA SERIVCES CORP/FIREMAN'S FUND(ALLIANZ OF AMERICA bdf8e2c3-856e-4285-9345-b5bbbb23c1e8 Q2 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 2015 second_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   590000 0 0 2015-07-13T13:32:20.360000-04:00
1693674 INTERNATIONAL UNION OF POLICE ASSOCIATIONS, AFL-CIO 7247e026-9d96-4902-aa72-0d8ed937071d Q2 INTERNATIONAL UNION OF POLICE ASSOCIATIONS, AFL-CIO 50400 INTERNATIONAL UNION OF POLICE ASSOCIATIONS AFL-CIO 2015 second_quarter RET HR711 HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),SENATE   20000 0 0 2015-07-13T14:19:01.163000-04:00
1693713 NATIONAL ASSOCIATION FOR UNIFORMED SERVICES 5c06122a-f3ff-4c20-ade7-b740a0cc09e3 Q2 NATIONAL ASSOCIATION FOR UNIFORMED SERVICES 26615 NATIONAL ASSOCIATION FOR UNIFORMED SERVICES 2015 second_quarter RET To protect the cost of living adjusted Social Security payments by ensuring that any major changes made would grandfather retirees and those near retirement; to improve the Medicare benefit and provide adequate reimbursement rates to health care professionals; establish a Consumer Price Index for Elderly (CPI-E) to compute cost of living increases for Social Security and other Medicare beneficiaries; phase out the taxation of Social Security Benefits; repeal the government pension offset and windfall elimination provisions; include a Social Security Lockbox. Defense, Dept of (DOD),HOUSE OF REPRESENTATIVES,SENATE,Veterans Affairs, Dept of (VA),White House Office   24493 0 0 2015-07-13T14:42:23.550000-04:00
1693763 CASSIDY & ASSOCIATES, INC. 5b5645c2-e030-4ce5-850c-dfc0c4621406 Q2 CASSIDY & ASSOCIATES, INC. 8453 SOCIETY OF ACTUARIES 2015 second_quarter RET General legislative issues related to actuarial profession HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of 20000   0 0 2015-07-13T14:51:49.723000-04:00
1693781 MR. MARK REY f01d8e13-5f1c-41d3-a65f-bdd59fd94954 Q2 MR. MARK REY 400454181 NATIONAL OLDER WORKERS CAREER CENTER 2015 second_quarter RET Assisting retired federal workers secure new employment opportunities HOUSE OF REPRESENTATIVES,Interior, Dept of (DOI),SENATE,U.S. Forest Service     0 0 2015-07-13T14:57:04.897000-04:00
1693996 NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE 4c55641c-de1a-46d4-9a0d-ded165253301 Q2 NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE 27467 NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE 2015 second_quarter RET Department of Labor (DOL) Retirement Advisor Fiduciary Rule. (No bill.) Proposed DOL rule to protect Americans from conflicts of interest when brokers and other financial advisors give retirement advice. Social Security Identity Theft. H.R. 380, the Medicare Identity Theft Prevention Act of 2015, P.L. 114-10: provision to require the removal of Social Security numbers from Medicare cards. The Older Americans Act. S. 192, Older Americans Act Reauthorization Act of 2015: provisions related to the reauthorization of the Older Americans Act. Social Security Commission. H.R. 1578, Social Security Commission Act of 2015: proposals to require a proposed commission to make recommendations for achieving solvency of the Social Security trust funds for 75 years. Social Security Disability Insurance. H. Res. 5, Rules for the 114th Congress: Actions pertaining to Section 3, Subsection (q), a point of order against legislation to reallocate funds from the Social Security Old Age and Survivors Insurance (OASI) Trust Fund to the Disability Insurance Trust Fund unless accompanied by benefit cuts or tax increases that improve the solvency of the combined trust funds. Social Security Expansion. H.R. 1391, Social Security 2100 Act: proposals to improve benefits and to strengthen Social Securitys financing by eliminating the payroll tax cap and implementing a gradual increase in workers and employers contributions to Social Security. Social Security Equality. H.R. 1404 and S. 753, Social Security and Marriage Equality Act: proposals to require the Social Security Administration to recognize same-sex marriage for the purposes of survivor, retirement and other benefits. Supplemental Security Income (SSI). H.R. 2442, S. 1387, Supplemental Security Income Restoration Act of 2015: proposals to update provisions in the SSI program to reflect inflation since 1972 and to increase the asset limit to $10,000 for an individual and $15,000 for a couple. Supplemental Security Income and Social Security Benefits. H.R. 25… 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.   210000 0 0 2015-07-13T17:19:30.477000-04:00
1694043 RICH FEUER ANDERSON 3ad5b24e-5376-43ec-aee1-1c39e992d95b Q2 RICH FEUER ANDERSON 84775 STATE STREET BANK AND TRUST COMPANY 2015 second_quarter RET Retirement savings issues, including H.R. 557, the "Retirement Security Act of 2015," and S. 266, the "Retirement Security Act of 2015." HOUSE OF REPRESENTATIVES,SENATE 50000   0 0 2015-07-13T18:31:00.173000-04:00
1694132 WILLIAMS AND JENSEN, PLLC b8b20ab7-8105-491a-b483-947b5dbcab57 2T WILLIAMS AND JENSEN, PLLC 41454 VERSO CORPORATION (FORMERLY KNOWN AS NEWPAGE CORPORATION) 2015 second_quarter RET Defined benefit legislation. HOUSE OF REPRESENTATIVES,SENATE     0 1 2015-07-14T09:25:04.840000-04:00
1694145 WILLIAMS AND JENSEN, PLLC 5ed33bd4-a728-4dd5-9269-0cc137124476 Q2 WILLIAMS AND JENSEN, PLLC 41454 AMERICAN EQUITY INVESTMENT LIFE HOLDING COMPANY 2015 second_quarter RET Benefit distribution in the form of annuities. HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of 30000   0 0 2015-07-14T09:39:12.937000-04:00
1694263 CAVAROCCHI RUSCIO DENNIS ASSOCIATES, L.L.C. c517180c-3845-401e-bebb-b61199940c45 Q2 CAVAROCCHI RUSCIO DENNIS ASSOCIATES, L.L.C. 8511 NATIONAL ASSOCIATION OF PUBLIC HEALTH STATISTICS AND INFORMATION SYSTEMS 2015 second_quarter RET S. 1073, HR 2003 - Stopping Improper Payments to Deceased People Act Centers For Disease Control & Prevention (CDC),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Office of Management & Budget (OMB),SENATE,Social Security Administration (SSA) 10000   0 0 2015-07-14T11:04:32.180000-04:00
1694689 EMERSON 861f6044-5f20-42bb-baed-91baf678f723 Q2 EMERSON 13506 EMERSON 2015 second_quarter RET Pension - PBGC premium costs HOUSE OF REPRESENTATIVES,SENATE   140000 0 0 2015-07-14T13:59:59.427000-04:00
1694764 THE CHARLES GROUP, LLC 9ae92c04-adb0-4934-95bd-f46d66c45c5b Q2 THE CHARLES GROUP, LLC 53458 ASSOCIATION OF MATURE AMERICAN CITIZENS, INC. 2015 second_quarter RET creation of Social Security IRA and other reforms HOUSE OF REPRESENTATIVES,SENATE 10000   0 0 2015-07-14T14:21:25.037000-04:00
1695377 SQUIRE PATTON BOGGS 7cf81e8f-9956-42ba-8b8f-82afb9ccf67e Q2 SQUIRE PATTON BOGGS 30906 YRC WORLDWIDE INC. 2015 second_quarter RET Pension reform legislation. HOUSE OF REPRESENTATIVES 10000   0 0 2015-07-15T07:17:11.487000-04:00
1695603 COVINGTON & BURLING LLP 4036050e-b065-45af-b9fd-6e182a565f9e Q2 COVINGTON & BURLING LLP 11195 PRICEWATERHOUSECOOPER LLP 2015 second_quarter RET Treasury guidance implementing Pension Protection Act of 2006. Treasury, Dept of 45000   0 0 2015-07-15T10:24:33.347000-04:00
1695744 WILLIAMS AND JENSEN, PLLC e1f65309-5681-4f28-89c5-45b4c8b8de00 2A WILLIAMS AND JENSEN, PLLC 41454 AMERICAN EQUITY INVESTMENT LIFE HOLDING COMPANY 2015 second_quarter RET Benefit distribution in the form of annuities. HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of 90000   0 0 2015-07-15T11:04:50.787000-04:00
1695829 ALIGNMENT GOVERNMENT STRATEGIES c95ea892-d10e-4ba8-9641-041ddf576699 Q2 ALIGNMENT GOVERNMENT STRATEGIES 401103295 AARP 2015 second_quarter RET issues pertaining to older Americans, including Medicare and Social Security HOUSE OF REPRESENTATIVES,SENATE 50000   0 0 2015-07-15T11:21:32.523000-04:00
1695840 NATIONAL FEDERATION OF THE BLIND d824dca7-1048-41f3-a26a-d155c4846ed3 Q2 NATIONAL FEDERATION OF THE BLIND 401103561 NATIONAL FEDERATION OF THE BLIND 2015 second_quarter RET To increase employment of blind people by removing disincentives to work in current Social Security law. Architectural & Transportation Barriers Compliance Board,Education, Dept of,HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,State, Dept of (DOS)   10000 0 0 2015-07-15T11:22:35.667000-04:00
1695849 THE ESOP ASSOCIATION 246ba18b-5637-4f17-9f1d-3c28682ec5ef Q2 THE ESOP ASSOCIATION 13858 ESOP ASSOCIATION 2015 second_quarter RET Any proposed legislation in relationship to ESOPs, employee ownership and employee ownership issues and generally all legislative proposals to amend the Employee Retirement Security Act of 1974. Above areas include tax and labor law issues embedded in the Employee Retirement Security Act of 1974 and the Federal Internal Revenue Code. HOUSE OF REPRESENTATIVES   64229 0 0 2015-07-15T11:22:39.023000-04:00
1696088 CAPITOL HILL STRATEGIES, LLC 326dbf8f-b1c0-4319-b464-2359b48c12af Q2 CAPITOL HILL STRATEGIES, LLC 91774 PRUDENTIAL FINANCIAL INC 2015 second_quarter RET Legislation to enhance retirement plan options HOUSE OF REPRESENTATIVES,SENATE 50000   0 0 2015-07-15T12:07:46.827000-04:00
1696133 CAPITOL HILL STRATEGIES, LLC 9b51b3b3-3e34-42cf-bce9-5a85f9a600d1 Q2 CAPITOL HILL STRATEGIES, LLC 91774 INVESTMENT COMPANY INSTITUTE 2015 second_quarter RET Issues related to proposed Department of Labor regulations on investment advice (Fiduciary Rule) Legislation to enhance retirement plan options HOUSE OF REPRESENTATIVES,SENATE 40000   0 0 2015-07-15T12:18:16.850000-04:00
1696187 CAPITOL HILL STRATEGIES, LLC 3d39a3ca-948c-46db-aeed-d362746a2217 Q2 CAPITOL HILL STRATEGIES, LLC 91774 PRINCIPAL FINANCIAL GROUP 2015 second_quarter RET Issues related to proposed Department of Labor regulations on investment advice (Fiduciary Rule) HOUSE OF REPRESENTATIVES,SENATE 30000   0 0 2015-07-15T12:31:56.197000-04:00
1696214 WHIRLPOOL CORPORATION 76cdd5fd-6e33-4df6-9ae1-a4441e47939b Q2 WHIRLPOOL CORPORATION 41168 WHIRLPOOL CORPORATION 2015 second_quarter RET PBGC rate increases, pension stabilization, and the PBGC. No specific legislation. Commerce, Dept of (DOC),Energy, Dept of,Environmental Protection Agency (EPA),HOUSE OF REPRESENTATIVES,Intl Trade Administration (ITA),Office of Management & Budget (OMB),SENATE,U.S. Trade Representative (USTR)   210000 0 0 2015-07-15T12:39:13.023000-04:00
1696484 FLEET RESERVE ASSOCIATION 831644ed-2e65-46b8-8604-70936263dccf Q2 FLEET RESERVE ASSOCIATION 14781 FLEET RESERVE ASSOCIATION 2015 second_quarter RET HR 454: Military Retiree Survivor Comfort Act , HR 22: Retired Pay Restoration, HR 303: Retired Pay Restoration Act, S 271: Concurrent Receipt, and HR 333: Disabled Veterans Tax Termination Act, Oppose retirement reforms in the National Defense Authorization Act 2016, Oppose Pharmacy Co-pay increases for Retirees in the National Defense Authorization Act 2016, HR 1594/S 979: repeals the SBP/DIC Offset for survivors. HOUSE OF REPRESENTATIVES,SENATE   140000 0 0 2015-07-15T13:40:56.280000-04:00
1696546 RICH FEUER ANDERSON 3f58c527-cb1e-467b-8f7c-4e40053bb90d Q2 RICH FEUER ANDERSON 84775 LPL FINANCIAL CORPORATION 2015 second_quarter RET Definition of "fiduciary" under ERISA and application to brokers. Tax incentives for retirement savings. HOUSE OF REPRESENTATIVES,SENATE 30000   0 0 2015-07-15T13:49:26.220000-04:00
1696565 WILLIAMS AND JENSEN, PLLC b8702312-c721-4f31-bff7-0b499cb6049a Q2 WILLIAMS AND JENSEN, PLLC 41454 AMERICAN COUNCIL OF LIFE INSURERS 2015 second_quarter RET Legislation and proposals impacting retirement plans. Fiduciary proposals. S. 1695; House legislation on Labor, HHS, Education and Related Agencies appropriations. HOUSE OF REPRESENTATIVES,SENATE 60000   0 0 2015-07-15T13:54:34.720000-04:00
1696587 WILLIAMS AND JENSEN, PLLC 237038ed-79f1-4c34-a95e-459de45252c2 Q2 WILLIAMS AND JENSEN, PLLC 41454 TRANSAMERICA COMPANIES (FORMLY AEGON) 2015 second_quarter RET Legislation impacting retirement plans. HOUSE OF REPRESENTATIVES,SENATE 130000   0 0 2015-07-15T13:56:44.407000-04:00
1696621 WILLIAMS AND JENSEN, PLLC 0ae66a35-f753-4fa8-8fa8-6325fbbaade8 2T WILLIAMS AND JENSEN, PLLC 41454 ARCH COAL 2015 second_quarter RET Pension and health care issues impacting coal industry. HOUSE OF REPRESENTATIVES,SENATE 10000   0 1 2015-07-15T14:03:03.237000-04:00
1696782 AMERICAN COUNCIL OF LIFE INSURERS 61bfdfbb-7295-46d1-810c-670bdf7738e8 Q2 AMERICAN COUNCIL OF LIFE INSURERS 2115 AMERICAN COUNCIL OF LIFE INSURERS 2015 second_quarter RET H.R. 506/ S. 245: Automatic IRA Act of 2015. Issue: retirement security H.R. 557/ S. 266: Retirement Security Act of 2015. Issue: retirement security H.R. 3590-The Patient Protection and Affordable Care Act, Issue: Assessments under state-based insurance exchanges. H.R. 2656 - The Receiving Electronic Statements to Improve Retiree Earnings Act. Issue: electronic disclosure of retirement plan notices. HR 2317/ S. 1317 - Lifetime Income Disclosure Act. Issue: lifetime income illustration H.R. ___/S.___ Draft legislation amending Affordable Care Act provisions on health exchange assessments. Issue: Health Exchange Assessments H.R.___/S.___Draft legislation to facilitate disability income insurance options for employees. Issue: Disability income insurance. HOUSE OF REPRESENTATIVES,SENATE   1239000 0 0 2015-07-15T14:26:33.943000-04:00
1696791 SHEET METAL & AIR CONDITIONING CONTRACTORS NAT'L ASSN ee810f03-bc33-45d1-a82d-f9de0fd958c1 Q2 SHEET METAL & AIR CONDITIONING CONTRACTORS NAT'L ASSN 35068 SHEET METAL & AIR CONDITIONING CONTRACTORS NAT'L ASSN 2015 second_quarter RET Support Partnership for Multiemployer Retirement Security Submitted statement to House Education and Workforce Committee Subcommittee for hearings on Multiemployer Pension Plans address issues related to the Pension Protection Act Statement submitted for record: Support reform to create stronger employment and tax laws at state and federal level with more effective enforcement to eliminate possible payroll fraud and worker misclassification in construction industry Support "Solutions Not Bailouts" proposal for multiemployer pension plan reform. Letter to Sen. Wyden (OR) - Support "Solutions Not Bailouts" proposal for multiemployer pension plans. Oppose limiting withdrawal liability of a limited class of employers participating in multiemployer pension plans. Support Davis-Bacon prevailing wage coverage HOUSE OF REPRESENTATIVES,SENATE     0 0 2015-07-15T14:26:35.380000-04:00
1696811 DAVIS & HARMAN LLP fd856bb3-25ac-4309-8552-bc53ffbe4867 Q2 DAVIS & HARMAN LLP 11674 RETIREMENT INDUSTRY TRUST ASSOCIATION 2015 second_quarter RET Issues related to self-directed retirement savings and proposals regarding tax incentives for retirement.       0 0 2015-07-15T14:28:47.537000-04:00
1697077 ALIGNMENT GOVERNMENT STRATEGIES 72baa979-094d-470b-8725-10afc7315bed Q2 ALIGNMENT GOVERNMENT STRATEGIES 401103295 AK STEEL 2015 second_quarter RET general pension and retirement security issues HOUSE OF REPRESENTATIVES,SENATE 40000   0 0 2015-07-15T15:16:32.933000-04:00
1697136 THE MATHIS HARPLE GROUP 12ad3732-257a-4475-acaa-028112cc5496 Q2 THE MATHIS HARPLE GROUP 322911 NEW ENGLAND TEAMSTERS & TRUCKING INDUSTRY PENSION FUND 2015 second_quarter RET Pension Reform legislation HOUSE OF REPRESENTATIVES,SENATE 10000   0 0 2015-07-15T15:25:06.997000-04:00
1697196 ALIGNMENT GOVERNMENT STRATEGIES 248a45d5-5cf1-4c4a-b5f0-815320129a54 Q2 ALIGNMENT GOVERNMENT STRATEGIES 401103295 INTERNATIONAL MOTORS FKA NAVISTAR 2015 second_quarter RET general pension issues HOUSE OF REPRESENTATIVES,SENATE 70000   0 0 2015-07-15T15:34:40.170000-04:00
1697596 THE DUBERSTEIN GROUP INC. 50bae71c-1d05-4351-9684-d00cc9be6348 Q2 THE DUBERSTEIN GROUP INC. 12675 THE BANK OF NEW YORK MELLON 2015 second_quarter RET ERISA issues. SENATE 100000   0 0 2015-07-15T17:26:38.107000-04:00
1697629 UNITED AUTOMOBILE, AEROSPACE & AGRICULTURAL IMPLEMENT WORKERS 1babe3a2-9cef-4029-a060-815cd439b571 Q2 UNITED AUTOMOBILE, AEROSPACE & AGRICULTURAL IMPLEMENT WORKERS 39052 UNITED AUTOMOBILE AEROSPACE & AGRICULTURAL IMPLEMENT WORKERS 2015 second_quarter RET Pension Funding legislation; Pension fund disclosure issues and Investor Protection Fiduciary Regulations; Social Security changes. Education, Dept of,Energy, Dept of,Environmental Protection Agency (EPA),Executive Office of the President (EOP),Federal Housing Finance Agency (FHFA),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Natl Highway Traffic Safety Administration (NHTSA),SENATE,State, Dept of (DOS),U.S. Trade Representative (USTR),White House Office     0 0 2015-07-15T17:37:56.920000-04:00
1697637 ASSOCIATION OF MATURE AMERICAN CITIZENS 96d8f73e-9477-4bce-af48-257a18476f8f Q2 ASSOCIATION OF MATURE AMERICAN CITIZENS 400482380 ASSOCIATION OF MATURE AMERICAN CITIZENS 2015 second_quarter RET Creation of Social Security IRA and other reforms HOUSE OF REPRESENTATIVES,SENATE   20000 0 0 2015-07-15T17:38:58.263000-04:00
1697647 INVESTMENT COMPANY INSTITUTE 6a257ed4-2b85-41c8-8467-40b1c55ed3d9 Q2 INVESTMENT COMPANY INSTITUTE 20128 INVESTMENT COMPANY INSTITUTE 2015 second_quarter RET S. 245 - Automatic IRA Act of 2015 (Whitehouse) S. 266 - Retirement Security Act of 2015 (Collins) S. 1317 - Lifetime Income Disclosure Act (Isakson) H.R. 506 - Automatic IRA Act of 2015 (Neal) H.R. 557 - Retirement Security Act of 2015 (Buchanan) H.R. 2317 - Lifetime Income Disclosure Act (Messer) H.R. 2656 - Receiving Electronic Statements to Improve Retiree Earnings Act (Polis) Department of Labor Fiduciary Definition SAFE Retirement Act (Hatch) Security Throughout Retirement Act (Cantwell) HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of,White House Office   1198041 0 0 2015-07-15T17:41:05.937000-04:00
1698195 DAVIS & HARMAN LLP e2da2ac4-f4a2-4a4e-957a-f01e3f115212 Q2 DAVIS & HARMAN LLP 11674 MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY 2015 second_quarter RET Issues related to tax incentives for retirement savings. Issues related to electronic delivery of IRC-and ERISA-mandated statements and disclosures. Proposals to increase PBGC premiums. Issues related to lifetime income. Proposals related to tax treatment of retirement plans, IRAs, and annuity products. Issues related to the Department of Labors proposed regulation defining fiduciary for investment advice purposes. H.R. 2656, Receiving Electronic Statements to Improve Retiree Earnings Act. HOUSE OF REPRESENTATIVES,SENATE 10000   0 0 2015-07-16T10:37:56.347000-04:00
1698236 MCGLOTTEN & JARVIS 2fec3f47-e030-4492-b977-f378bca85578 Q2 MCGLOTTEN & JARVIS 24420 UNITED MINE WORKERS OF AMERICA 2015 second_quarter RET Issues related to UMWA Health and Retirement funds HOUSE OF REPRESENTATIVES,SENATE 10000   0 0 2015-07-16T10:44:26.177000-04:00
1698263 DAVIS & HARMAN LLP 694c83e3-8e7d-4f6d-9482-407c56c82e60 Q2 DAVIS & HARMAN LLP 11674 SPARK INSTITUTE 2015 second_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 the Department of Labors proposed regulation defining fiduciary for investment advice purposes. H.R. 2656, Receiving Electronic Statements to Improve Retiree Earnings Act. HOUSE OF REPRESENTATIVES 10000   0 0 2015-07-16T10:50:46.757000-04:00
1698303 DAVIS & HARMAN LLP 495cda6c-cc99-41be-b056-55aa86432b1f Q2 DAVIS & HARMAN LLP 11674 TIAA 2015 second_quarter RET Issues related to tax incentives for retirement savings. Issues regarding investment offerings in defined contribution plans. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase annuitization within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. H.R. 2656, Receiving Electronic Statements to Improve Retiree Earnings Act. HOUSE OF REPRESENTATIVES 10000   0 0 2015-07-16T10:56:15.147000-04:00
1698317 DAVIS & HARMAN LLP 3075d1fb-43b3-4e76-8d65-6151dd1f4608 Q2 DAVIS & HARMAN LLP 11674 VANGUARD GROUP 2015 second_quarter RET Issues related to tax incentives for retirement savings. Issues related to employee benefit plan administration and electronic delivery of ERISA-mandated statements and disclosures. H.R. 2656, Receiving Electronic Statements to Improve Retiree Earnings Act. HOUSE OF REPRESENTATIVES 20000   0 0 2015-07-16T10:58:26.880000-04:00
1698660 WILLIAMS AND JENSEN, PLLC 2478dbc9-a2c8-4edb-ac32-6ff4d4dd50a4 Q2 WILLIAMS AND JENSEN, PLLC 41454 NATIONAL ASSN OF STATE TREASURERS (NAST) 2015 second_quarter RET Pension issues affecting municipal bonds. HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of,White House Office 50000   0 0 2015-07-16T11:45:31.933000-04:00
1698729 NAVIGATORS GLOBAL LLC (FORMERLY DC NAVIGATORS, LLC) 77344dbc-1d7a-462a-be23-dea743ea236a Q2 NAVIGATORS GLOBAL LLC (FORMERLY DC NAVIGATORS, LLC) 85071 UNITED PARCEL SERVICE 2015 second_quarter RET General issues - no specific legislation. HOUSE OF REPRESENTATIVES,SENATE 40000   0 0 2015-07-16T11:56:24.107000-04:00
1699140 TREMONT STRATEGIES GROUP LLC (F/K/A ADS VENTURES) eb35c548-e1c4-41ab-bd94-f040c73ca0c7 Q2 TREMONT STRATEGIES GROUP LLC (F/K/A ADS VENTURES) 90250 PUTNAM INVESTMENTS 2015 second_quarter RET Retirement security, tax, pensions. HOUSE OF REPRESENTATIVES,SENATE 40000   0 0 2015-07-16T13:33:32.977000-04:00
1699282 AARP 1bbc659e-1ce7-4200-ad33-9439813cd62c Q2 AARP 1694 AARP 2015 second_quarter RET Discussed potential DOL and SEC fiduciary duty rules. (no bill) Discussed industry user fees as a method to fund the periodic examination of registered investment advisors. (no bill) Lobbied in favor of the DOL moving forward with a rulemaking to eliminate conflicts of interest in financial advice provided to individulas saving for their retirment in an ERISA plan. (no bill) Lobbied in favor of the Administration supporting state-based retirement savings solutions. (no bill) Sent letter to Members of Congress on the Social Security rules change in the House Budget Resolution. (no bill) Sent letters to House Ways and Means and Senate Budget committees on SSDI reallocation. (no bill) Met with Senate staff on Social Security, SSDI and retirement security issues, multiemployer pension issues, fiduciary duty issues and retirement fees. S. 245, Automatic IRA Act of 2015 - Met with Senate staff on the Automatic IRA Act of 2015. Met with House staff on SSDI and SSDI related budget issues, multiemployer pensions, and retirement issues. (no bill) Met with Treasury Department staff on MyRA. (no bill) Met with PBGC staff on multiemployer pensions and other retirement plan issues. (no bill) Met with Treasury, DOL, and PBGC staff on multiemployer pensions. (no bill) Discussed state retirement issues with DOL and White House staff. (no bill) Met with SSA staff about Social Security Administration issues. (no bill) Met with PBGC Participant Advocate about retirement issues. (no bill) S.Con.Res.11/H.Con.Res.27, Budget Resolution, FY2016 - Lobbied to prevent inclusion of any Social Security, Medicare and Medicaid cuts. Lobbied to enhance SSA program integrity funding without compromising SSA service delivery for all earned benefits. (no bill) Discussed measures to increase pension coverage and improve retirement savings. (no bill) H.R. 5306, Discussed Social Security 2100 Act. Discussed DOL Conflict of Interest rule with Dep't of Treasury staff. Met with Treasury, OIRA and OMB in support of DOL Conflict of Interest proposal (no b… Agency for Healthcare Research & Quality (AHRQ),Centers For Disease Control & Prevention (CDC),Centers For Medicare and Medicaid Services (CMS),Congressional Budget Office (CBO),Equal Employment Opportunity Commission (EEOC),Federal Communications Commission (FCC),Federal Transit Administration (FTA),Food & Drug Administration (FDA),Government Accountability Office (GAO),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Natl Institutes of Health (NIH),Office of Management & Budget (OMB),Securities & Exchange Commission (SEC),SENATE,Social Security Administration (SSA),Transportation, Dept of (DOT),Treasury, Dept of,U.S. Trade Representative (USTR),Veterans Affairs, Dept of (VA),White House Office   1889000 0 0 2015-07-16T14:01:51.060000-04:00
1699403 JACKSON NATIONAL LIFE INSURANCE COMPANY 5324ea27-ec92-4dc9-85e7-33ea5210c552 Q2 JACKSON NATIONAL LIFE INSURANCE COMPANY 20334 JACKSON NATIONAL LIFE INSURANCE COMPANY 2015 second_quarter RET Rules on plan fiduciaries' responsibilities with respect to brokerage windows in 401(k)s and GSEs. HOUSE OF REPRESENTATIVES,SENATE   110000 0 0 2015-07-16T14:22:03.607000-04:00
1699419 GENWORTH FINANCIAL, INC. bf94c499-46af-4a48-8c58-ee434aa77009 Q2 GENWORTH FINANCIAL, INC. 302118 GENWORTH FINANCIAL, INC. 2015 second_quarter RET Tax Reform The SAFE Act Department of Labor Appropriations Definition of Fiduciary Proposed Rule HOUSE OF REPRESENTATIVES,SENATE   600000 0 0 2015-07-16T14:24:14.873000-04:00
1699529 AFL-CIO 8a0b47e9-7b26-4c8e-8a2b-28d75052fec9 Q2 AFL-CIO 363 AFL-CIO 2015 second_quarter RET Social Security Disability: funding and administrative changes, insurance Pension plan: de-risking ERISA: investment advice, fiduciary duty, pension funding White House Conference on Aging H.R. 1090 Retail Investor Protection Act Pension-pooled Employer plans H.R. 1800 Social Security Disability DOL Conflict of Interest Rule H.R. 1391 Social Security 2100 Act Social Security (no bill number yet) Expanded Social Security Resolution Social Security Solvency/Expansion Social Security Vision 2025 Labor, HHS, Education Appropriations: Fiduciary Rule Rider H.R. 711 Social Security GPO/WEP Pension Reform: multiple employer plans S. 2100 Social Security Act Retirement issues Bureau of Citizenship & Immigration Services (BCIS),Defense, Dept of (DOD),Energy, Dept of,Environmental Protection Agency (EPA),Executive Office of the President (EOP),Health & Human Services, Dept of (HHS),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),Labor, Dept of (DOL),Occupational Safety & Health Administration (OSHA),Office of Management & Budget (OMB),Office of Personnel Management (OPM),Office of the Vice President of the United States,Pension Benefit Guaranty Corporation (PBGC),SENATE,State, Dept of (DOS),Transportation, Dept of (DOT),Treasury, Dept of,U.S. Trade Representative (USTR),White House Office   920000 0 0 2015-07-16T14:40:12.813000-04:00
1699722 DAVIS & HARMAN LLP fa34929b-cd9b-4e4a-9e16-89c40c1f14fb Q2 DAVIS & HARMAN LLP 11674 BROKER/DEALER COORDINATION GROUP 2015 second_quarter RET Issues related to the effect of the Department of Labor's fiduciary definition regulation and coordination of such regulation with possible SEC action on broker/dealer standard of care. H.R. 1090, Retail Protection Act. HOUSE OF REPRESENTATIVES,SENATE 60000   0 0 2015-07-16T14:58:56.083000-04:00
1699754 INTERNATIONAL ASSOCIATION OF FIRE FIGHTERS de0c1a4a-c38d-48bc-a742-f2342d87036f Q2 INTERNATIONAL ASSOCIATION OF FIRE FIGHTERS 19753 INTERNATIONAL ASSOCIATION OF FIRE FIGHTERS 2015 second_quarter RET Efforts to undermine public pensions Pension cuts for federal employees Agriculture, Dept of (USDA),Commerce, Dept of (DOC),Federal Communications Commission (FCC),HOUSE OF REPRESENTATIVES,Interior, Dept of (DOI),Labor, Dept of (DOL),SENATE,Transportation, Dept of (DOT)   104000 0 0 2015-07-16T15:02:17.723000-04:00
1699789 DAVIS & HARMAN LLP 97290f00-2d73-412f-8738-777f361c2395 Q2 DAVIS & HARMAN LLP 11674 EDWARD JONES INVESTMENTS 2015 second_quarter RET Issues related to the effect of the Department of Labor's fiduciary regulation and coordination with possible SEC action on broker/dealer standard of care. SENATE 40000   0 0 2015-07-16T15:06:28.300000-04:00
1699807 DAVIS & HARMAN LLP 8f1a2bfd-7802-40a8-bc79-dccf7e1b8083 Q2 DAVIS & HARMAN LLP 11674 NATIONWIDE INSURANCE COMPANIES 2015 second_quarter RET Proposals to expand retirement plan coverage, including proposals to reform the multiple employer plan rules. Proposals related to creation of new qualified retirement plans for small business. Issues related to tax incentives for retirement savings. Issues related to the Department of Labor's proposed regulation defining fiduciary. Qualified plan issues. Issues related to EPCRS. Tax incentives for 457 plans. Application of the Volcker rule to insurance company general accounts. Proposals that would consolidate various retirement and IRA types. Proposals related to annuity incentives. Issues related to use of brokerage windows in defined contribution plans. Proposals related to electronic disclosure.   30000   0 0 2015-07-16T15:10:44.113000-04:00
1699823 TREMONT STRATEGIES GROUP LLC (F/K/A ADS VENTURES) 833a5b2c-dcff-43c1-aa50-8dfa78bfce46 Q2 TREMONT STRATEGIES GROUP LLC (F/K/A ADS VENTURES) 90250 LPL FINANCIAL LLC 2015 second_quarter RET Company overview for members and staff. DOL FIDUCIARY RULE HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2015-07-16T15:15:58.833000-04:00
1699854 DAVIS & HARMAN LLP 5fd2e891-b8d5-4449-b834-c660c03828ec Q2 DAVIS & HARMAN LLP 11674 NATIONAL RURAL ELECTRIC COOPERATIVE ASSN 2015 second_quarter RET Proposals related to PBGC premiums. Proposals related to plan funding. Proposals to facilitate new growth of pension plans. Proposals to reform the multiple employer plan rules. Proposals related to nondiscrimination testing of pension plans. HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2015-07-16T15:22:21.573000-04:00
1699966 DAVIS & HARMAN LLP 99fedc7b-cf02-4d44-a16e-b43a02763751 Q2 DAVIS & HARMAN LLP 11674 WILLIS NORTH AMERICA INC 2015 second_quarter RET Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans. Issues related to required minimum distributions. Issues related to government issued mortality tables. Issues related to tax incentives for retirement savings. HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of 20000   0 0 2015-07-16T15:36:14.110000-04:00
1700001 DAVIS & HARMAN LLP 1f2baf90-7962-4f9e-9504-dc7bae4d752a Q2 DAVIS & HARMAN LLP 11674 TRANSAMERICA LIFE INSURANCE COMPANY 2015 second_quarter RET Proposals related to retirement plans for small business. Proposals to reform the multiple employer plan rules. Guidance related to nondiscrimination rules for defined contribution plan annuity investment products. Issues related to tax incentives for retirement savings. Issues related to income investment options. Proposals related to electronic disclosure. S.266/H.R. 557, Retirement Security Act. HOUSE OF REPRESENTATIVES,SENATE 10000   0 0 2015-07-16T15:42:36.643000-04:00
1700101 THORN RUN PARTNERS a5cf13ce-dc76-459c-b424-b650f2c619d2 Q2 THORN RUN PARTNERS 400534596 AARP 2015 second_quarter RET Social Security changes to benefits and eligibility. Reauthorization of Older Americans Act. HOUSE OF REPRESENTATIVES,SENATE 40000   0 0 2015-07-16T15:53:33.097000-04:00
1700175 THORN RUN PARTNERS 7a6d021b-5d3a-4e91-9621-ffdca260f08d Q2 THORN RUN PARTNERS 400534596 JACKSON NATIONAL LIFE INSURANCE COMPANY 2015 second_quarter RET Rules on plan fiduciaries' responsibilities with respect to brokerage windows in 401(k)s. HOUSE OF REPRESENTATIVES,SENATE 50000   0 0 2015-07-16T16:01:12.753000-04:00
1700436 WINGS GLOBAL PARTNERS L,L,C. c1e1dce0-aec5-44d5-bd01-1ac4e6ef4c00 Q2 WINGS GLOBAL PARTNERS L,L,C. 401103277 EFFECTIVE COMMUNICATIONS STRATEGIES, LLC ( FOR ALLIED PILOTS ASSOCIATION) 2015 second_quarter RET PBGC issue to airline pilots Pension Benefit Guaranty Corporation (PBGC),White House Office 10000   0 0 2015-07-16T16:53:09.323000-04:00
1700451 THE CHARLES SCHWAB CORPORATION f5260c25-9856-48c1-b549-e2119439f8ac Q2 THE CHARLES SCHWAB CORPORATION 34637 CHARLES SCHWAB CORPORATION 2015 second_quarter RET Department of Labor Rule Proposal on the Definition of the Term Fiduciary and Conflicts of Interest - Retirement Investment Advice (RIN 1210-AB32) and its related Proposed Best Interest Contract Exemption, Proposed Class Exemption for Principal Transactions and proposed amendments to existing rules. Tax reform proposals as they relate to retirement savings tax incentives. HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE   520000 0 0 2015-07-16T16:54:18.777000-04:00
1700488 JEWISH FEDERATION OF METROPOLITAN CHICAGO (JFMC) 63c92360-b06f-4c9d-b013-18ba130c9156 Q2 JEWISH FEDERATION OF METROPOLITAN CHICAGO (JFMC) 60390 JEWISH FEDERATION OF METROPOLITAN CHICAGO (JFMC) 2015 second_quarter RET S. 192 - Older Americans Act Reauthorization Act Holocaust Survivors Provisions Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,SENATE,White House Office   85275 0 0 2015-07-16T17:03:43.637000-04:00
1700707 BALCH & BINGHAM, LLP e777f180-0ba2-475a-aaa5-703a8d38ea6b Q2 BALCH & BINGHAM, LLP 5197 WESTROCK (FORMERLY ROCKTENN) 2015 second_quarter RET PBGC Reform; Non-discrimination testing; retirees pension funding Environmental Protection Agency (EPA),HOUSE OF REPRESENTATIVES,Office of Management & Budget (OMB),SENATE,White House Office 40000   0 0 2015-07-16T17:45:30.767000-04:00
1700929 CGCN GROUP, LLC e5a481e9-8a1b-40a4-a603-bcdfea563572 Q2 CGCN GROUP, LLC 76992 FMR LLC (PREVIOUSLY REPORTED AS FIDELITY INVESTMENTS) 2015 second_quarter RET Proposed ERISA fiduciary investment advice rule. HOUSE OF REPRESENTATIVES,SENATE 45000   0 0 2015-07-16T20:27:36.533000-04:00
1701683 NESTLE USA bd4cf3ab-d1de-4b08-8534-74b0d2c41671 Q2 NESTLE USA 29037 NESTLE USA 2015 second_quarter RET Provisions in the Multiemployer Pension Reform Act of 2014 included in H.R. 83, the Consolidated and Further Continuing Appropriations Act, 2015 (Pub. Law 113-235) Agriculture, Dept of (USDA),Commerce, Dept of (DOC),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE   430000 0 0 2015-07-17T09:44:22.880000-04:00
1701786 THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY b9db1dc1-d8a6-4b7a-9143-0a77644602e6 Q2 THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY 29607 THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY 2015 second_quarter RET RET - Second Quarter Report - 2015 H.R. 506/ S. 245: Automatic IRA Act of 2015. Issue: retirement security H.R. 557/ S. 266: Retirement Security Act of 2015. Issue: retirement security H.R. 2317/ S. 1317 - Lifetime Income Disclosure Act. Issue: lifetime income illustration H.R. 2656 - The Receiving Electronic Statements to Improve Retiree Earnings Act. Issue: electronic disclosure of retirement plan notices. H.R. 3590 - The Patient Protection and Affordable Care Act, Issue: Assessments under state-based insurance exchanges. H.R. ___/S.___ Draft legislation amending Affordable Care Act provisions on health exchange assessments. Issue: Health Exchange Assessments H.R.___/S.___ Draft legislation to facilitate disability income insurance options for employees. Issue: Disability income insurance. HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of   1010000 0 0 2015-07-17T09:54:11.773000-04:00
1702107 BANK OF AMERICA CORPORATION dd6360be-086a-4240-965f-6927b5cdc52b Q2 BANK OF AMERICA CORPORATION 26400 BANK OF AMERICA CORPORATION 2015 second_quarter RET Proposed fiduciary regulation. HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of   510000 0 0 2015-07-17T10:38:54.857000-04:00
1702141 COVINGTON & BURLING LLP f21782d7-7984-4d9d-9bee-de475676161e Q2 COVINGTON & BURLING LLP 11195 JOHN HANCOCK LIFE INSURANCE COMPANY (USA) (FKA JOHN HANCOCK FIN. SERVICES, INC.) 2015 second_quarter RET Retirement security. HOUSE OF REPRESENTATIVES,SENATE 80000   0 0 2015-07-17T10:43:12.560000-04:00
1702466 WILLIAMS AND JENSEN, PLLC c757cc46-eafe-46bf-965e-e9c9ce7a26a6 Q2 WILLIAMS AND JENSEN, PLLC 41454 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 2015 second_quarter RET Legislation and regulations affecting public pension plan. HOUSE OF REPRESENTATIVES,SENATE 50000   0 0 2015-07-17T11:20:13.457000-04:00
1702621 AMERICAN FEDERATION OF STATE, COUNTY AND MUNICIPAL EMPLOYEES d750cabc-59c6-4dae-9ad6-526e1428a457 Q2 AMERICAN FEDERATION OF STATE, COUNTY AND MUNICIPAL EMPLOYEES 2321 AMERICAN FEDERATION OF STATE COUNTY AND MUNICIPAL EMPLOYEES 2015 second_quarter RET HR 1391- Social Security 2100 Act Social Security Expansion Public Pensions and Pension Transparency Act SAFE Retirement Act Retirement Security/Investor Protections Rules HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Natl Labor Relations Board (NLRB),SENATE,Treasury, Dept of,U.S. Trade Representative (USTR),White House Office   690000 0 0 2015-07-17T11:41:35.833000-04:00
1702825 INTERNATIONAL BROTHERHOOD OF BOILERMAKERS 7f29e15a-34e4-4e64-9fb5-bb940aa97808 Q2 INTERNATIONAL BROTHERHOOD OF BOILERMAKERS 19811 INTERNATIONAL BROTHERHOOD OF BOILERMAKERS 2015 second_quarter RET Multi-employer Pension Reform Environmental Protection Agency (EPA),HOUSE OF REPRESENTATIVES,SENATE   80000 0 0 2015-07-17T12:09:15.227000-04:00
1703062 NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS 13441a8a-af56-4829-9298-bebd5881f5a5 Q2 NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS 26901 NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS 2015 second_quarter RET Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 1090, S. 1317 and H.R. 2317. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors. 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   635370 0 0 2015-07-17T12:48:44.247000-04:00
1703417 PRINCIPAL FINANCIAL GROUP 24536cad-503c-4a77-a9e5-7bebce4eb630 Q2 PRINCIPAL FINANCIAL GROUP 32178 PRINCIPAL FINANCIAL GROUP 2015 second_quarter RET H.R.506: Automatic IRA Act of 2015- Amends the Internal Revenue Code to: (1) require certain employers who do not maintain qualifying retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement (automatic IRA arrangement) which grants such employees the right to opt-out of participation; (2) require the Secretary of the Treasury to provide employers with a model notice for notifying employees of their opportunity to participate in an automatic IRA arrangement and to provide participants with an annual statement setting forth payments, earnings, value, and other specified information; (3) impose a penalty on employers who fail to provide eligible employees access to an automatic IRA arrangement; (4) allow employers who do not have more than 100 employees a tax credit for costs associated with establishing an automatic IRA arrangement; and (5) increase the dollar limitation on the tax credit for small employer pension plan startup costs. Establishes an Automatic IRA Advisory Group to make recommendations regarding automatic IRA investment options. Requires the Secretary and the Secretary of Labor to jointly conduct feasibility studies on: (1) extending spousal consent requirements to automatic IRA arrangements; (2) automatically transferring amounts saved by employees in retirement bonds into alternative, private sector, diversified investments when employees' automatic IRA balances reach a certain dollar level; (3) using investment data to notify individuals with multiple small balance retirement accounts of consolidation options; and (4) using investment arrangements associated with automatic IRAs to assist in addressing the problem of abandoned accounts. Directs the Secretaries to prescribe administrative guidance for the use of multiple employer plans by December 31, 2015. H.R.557: Retirement Security Act of 2015- Directs the Secretary of the Treasury to: (1) prescribe final regulations to permit employers to participate in mu… HOUSE OF REPRESENTATIVES,SENATE   340000 0 0 2015-07-17T13:46:28.270000-04:00
1703496 UNITED AUTOMOBILE, AEROSPACE & AGRICULTURAL IMPLEMENT WORKERS 11ef08ec-3a3b-49c4-a56b-a4aecba1b10f 2A UNITED AUTOMOBILE, AEROSPACE & AGRICULTURAL IMPLEMENT WORKERS 39052 UNITED AUTOMOBILE AEROSPACE & AGRICULTURAL IMPLEMENT WORKERS 2015 second_quarter RET Pension Funding legislation; Pension fund disclosure issues and Investor Protection Fiduciary Regulations; Social Security changes. Education, Dept of,Energy, Dept of,Environmental Protection Agency (EPA),Executive Office of the President (EOP),Federal Housing Finance Agency (FHFA),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Natl Highway Traffic Safety Administration (NHTSA),SENATE,State, Dept of (DOS),U.S. Trade Representative (USTR),White House Office   316000 0 0 2015-07-17T13:56:00.163000-04:00
1703864 THE ARC OF THE UNITED STATES e1feed39-28ec-409f-9891-acd311290fc9 Q2 THE ARC OF THE UNITED STATES 4174 ARC OF THE UNITED STATES 2015 second_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. Change in SSA Field Office operations. Social Security Provisions of H. Res. 5. Social Security provisions of House and Senate FY 2016 Budget Resolutions. S. 343, Reducing Overlapping Payments Act of 2015 H.R. 918 and S. 499, Social Security Disability Insurance and Unemployment Benefits Double Dip Elimination Act of 2015. H.R. 2504, Control Unlawful Fugitive Felons (CUFF) Act. Centers For Medicare and Medicaid Services (CMS),Education, Dept of,Equal Employment Opportunity Commission (EEOC),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Housing & Urban Development, Dept of (HUD),Internal Revenue Service (IRS),Labor, Dept of (DOL),Office of Management & Budget (OMB),SENATE,Social Security Administration (SSA),State, Dept of (DOS),Treasury, Dept of,White House Office   40000 0 0 2015-07-17T14:38:08.027000-04:00
1704188 ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG) 669dbd81-deb1-4cb6-b59d-7b917298a99a Q2 ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG) 57475 METLIFE GROUP, INC. 2015 second_quarter RET General retirement issues, including Stretch IRA. Treatment of annuities, DOL fiduciary regulations. HOUSE OF REPRESENTATIVES,SENATE 50000   0 0 2015-07-17T15:13:51.970000-04:00
1704239 NATIONWIDE MUTUAL INSURANCE COMPANY 2b7200ca-c9ff-49af-9207-2b2989b27503 Q2 NATIONWIDE MUTUAL INSURANCE COMPANY 26411 NATIONWIDE MUTUAL INSURANCE COMPANY 2015 second_quarter RET Congressional activity surrounding the Department of Labor's proposed regulation to redefine "fiduciary" (not yet in legislative form) HR 1090 - Retail Investor Protection Act - Prohibits the Secretary of Labor from prescribing any regulation under the Employee Retirement Income Security Act of 1974 (ERISA) defining the circumstances under which an individual is considered a fiduciary until 60 days after the Securities and Exchange Commission (SEC) issues a final rule governing standards of conduct for brokers and dealers under specified law Department of Labor's Conflict of Interest (proposed rule) - To update the definition of fiduciary under the Employee Retirement Income Security Act of 1974 HR 2317/S. 1317 - To amend the Employee Retirement Income Security Act of 1974 to require a lifetime income disclosure Senator Warren Letter on Annuities - Responding to request for information on incentives for annuity sales. HR 2656 - Receiving Electronic Statements To Improve Retiree Earnings (RETIRE) Act-To amend the Employee Retirement and Income Security Act of 1974 and the Internal Revenue Code of 1986 to provide for the electronic delivery of pension plan information HR 3020/S. 1695 - Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act, 2016 - Making appropriations for the Departments of Labor, Health and Human Services, and education, and related agencies for the fiscal year ending September 30, 2016, and for other purposes 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)   700000 0 0 2015-07-17T15:19:20.067000-04:00
1704334 UNITED ASSN OF JOURNEYMEN & APPRENTICES OF THE PLUMBING & PIPEFITTING INDUSTRY a5b3bb48-ab31-4dd9-b14e-869b98d8dbd2 Q2 UNITED ASSN OF JOURNEYMEN & APPRENTICES OF THE PLUMBING & PIPEFITTING INDUSTRY 39041 UNITED ASSN OF JOURNEYMEN & APPRENTICES OF THE PLUMBING & PIPEFITTING INDUSTRY 2015 second_quarter RET - Multiemployer pension reforms related to new plan design and withdrawal liability (no bill). - Affordable Care Act excise tax on high-cost employer-sponsored health plans (no bill). Commerce, Dept of (DOC),Environmental Protection Agency (EPA),Executive Office of the President (EOP),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Transportation, Dept of (DOT),White House Office   140000 0 0 2015-07-17T15:27:05.190000-04:00
1704403 MCGUIREWOODS CONSULTING (A SUBSIDIARY OF MCGUIREWOODS LLP) 6d6df19b-b8fb-4bf1-b46d-8c28ee01a85d Q2 MCGUIREWOODS CONSULTING (A SUBSIDIARY OF MCGUIREWOODS LLP) 24486 PLAN SPONSOR COUNCIL OF AMERICA 2015 second_quarter RET Federal matters, issues relating to retirement plans HOUSE OF REPRESENTATIVES,SENATE 40000   0 0 2015-07-17T15:35:58.647000-04:00
1704694 NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION e9e6dffc-1a64-4f03-9f67-2b39dfab365b Q2 NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION 28674 NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION 2015 second_quarter RET The association monitors and reacts to policy concepts that may impact its ability to continue offering 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 introduced measures in this category were focused upon. Agriculture, Dept of (USDA),HOUSE OF REPRESENTATIVES,SENATE   330000 0 0 2015-07-17T16:04:44.397000-04:00
1704723 ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG) 01d52e3b-c60c-4133-ac58-e066fd578800 Q2 ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG) 57475 SECURITIES INDUSTRY & FINANCIAL MARKETS ASSN. 2015 second_quarter RET Administration proposals relating to new fiduciary standards, miscellaneous retirement and pension proposals in the context of tax reform drafts. HOUSE OF REPRESENTATIVES,SENATE 60000   0 0 2015-07-17T16:05:51.040000-04:00
1704973 LPL FINANCIAL 1f92ea5a-64c0-42cd-96c2-99562b19554f Q2 LPL FINANCIAL 401103478 LPL FINANCIAL 2015 second_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   120000 0 0 2015-07-17T16:37:36.857000-04:00
1705011 MCGUIREWOODS CONSULTING (A SUBSIDIARY OF MCGUIREWOODS LLP) f84364ff-e985-4e24-acc9-e3d9e706859a Q2 MCGUIREWOODS CONSULTING (A SUBSIDIARY OF MCGUIREWOODS LLP) 24486 GENWORTH FINANCIALS, INC. 2015 second_quarter RET Issues related to the taxation of insurance, retirement and international insurance companies. HOUSE OF REPRESENTATIVES,SENATE 5000   0 0 2015-07-17T16:43:01.917000-04:00
1705078 ALLIED PILOTS ASSOCIATION 3915f203-9b1d-413c-8f3f-ea076dfe84a4 Q2 ALLIED PILOTS ASSOCIATION 40046359 ALLIED PILOTS ASSOCIATION 2015 second_quarter RET TAX AND PENSION PLAN ISSUES Federal Aviation Administration (FAA),HOUSE OF REPRESENTATIVES,SENATE,State, Dept of (DOS),Transportation, Dept of (DOT)   117000 0 0 2015-07-17T16:51:56.013000-04:00
1705089 ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG) 2e717d4d-4d16-4ae5-8fe8-9c8ddad4fd97 Q2 ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG) 57475 NEW YORK LIFE INSURANCE COMPANY 2015 second_quarter RET Retirement issues included in S. 1270 related to public pension plan reform; Department of Labors proposed regulation with respect to the definition of fiduciary. HOUSE OF REPRESENTATIVES,SENATE 70000   0 0 2015-07-17T16:53:04.513000-04:00
1705102 ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG) fa432839-b0b3-4b2f-8345-28c349d3a3e6 Q2 ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG) 57475 PRUDENTIAL INSURANCE COMPANY OF AMERICA 2015 second_quarter RET Misc. pension, retirement and savings issues, including the Department of Labors re-proposed fiduciary regulation; Bills proposing multiple employer pension plan reform, including S1970, S 1270, S 1979; Proposals related to lifetime income disclosure. HOUSE OF REPRESENTATIVES,SENATE 50000   0 0 2015-07-17T16:54:12.747000-04:00
1705137 MCGUIREWOODS CONSULTING (A SUBSIDIARY OF MCGUIREWOODS LLP) ce6b7840-2feb-494a-96f1-c955578add8b Q2 MCGUIREWOODS CONSULTING (A SUBSIDIARY OF MCGUIREWOODS LLP) 24486 TIAA 2015 second_quarter RET Issues related to taxation of insurance companies, insurance products and retirement accounts. HOUSE OF REPRESENTATIVES,SENATE 15000   0 0 2015-07-17T17:00:38.047000-04:00
1705186 MCGUIREWOODS LLP d67c9c63-f60e-49c9-8092-1ab609098d82 Q2 MCGUIREWOODS LLP 308913 TIAA-CREF 2015 second_quarter RET Issues related to taxation of insurance companies, insurance products and retirement accounts HOUSE OF REPRESENTATIVES,SENATE 30000   0 0 2015-07-17T17:09:15.373000-04:00
1705218 MCGUIREWOODS LLP 0819dd89-4cd9-4664-8017-a5cea524a09d Q2 MCGUIREWOODS LLP 308913 GENWORTH FINANCIAL, INC. 2015 second_quarter RET Issues related to taxation of insurance and retirement products. HOUSE OF REPRESENTATIVES,SENATE 10000   0 0 2015-07-17T17:13:35.673000-04:00
1705434 NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION (NRECA) eb0be0e9-1d93-488c-9433-04223cb9f564 Q2 NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION (NRECA) 28515 NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION (NRECA) 2015 second_quarter RET H.R.557, S.266: Retirement Security Act of 2015 Issues regarding multiple-employer plans. Draft Tax Reform proposals related to changes in retirement tax policy. HOUSE OF REPRESENTATIVES,SENATE   700000 0 0 2015-07-17T17:47:49.443000-04:00
1705750 CROSSROADS STRATEGIES, LLC b44c7a0b-31dd-4029-8676-fd3c671585df Q2 CROSSROADS STRATEGIES, LLC 400531586 MORGAN STANLEY & CO LLC 2015 second_quarter RET Department of Labor fiduciary rule HOUSE OF REPRESENTATIVES,SENATE 50000   0 0 2015-07-17T19:25:33.857000-04:00
1705833 CROSSROADS STRATEGIES, LLC 27db85b1-e4fe-4e8e-ac82-6b05350b1297 Q2 CROSSROADS STRATEGIES, LLC 400531586 NEXTERA ENERGY RESOURCES, LLC 2015 second_quarter RET Issues related to 401k funding and 420 Transfers. HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2015-07-17T21:08:00.313000-04:00

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CREATE TABLE lobbying_activities (
            id INTEGER PRIMARY KEY,
            filing_uuid TEXT NOT NULL,
            filing_type TEXT NOT NULL,
            registrant_name TEXT NOT NULL,
            registrant_id INTEGER,
            client_name TEXT NOT NULL,
            filing_year INTEGER NOT NULL,
            filing_period TEXT NOT NULL,
            issue_code TEXT,
            specific_issues TEXT,
            government_entities TEXT,
            income_amount INTEGER,
            expense_amount INTEGER,
            is_no_activity INTEGER DEFAULT 0,
            is_termination INTEGER DEFAULT 0,
            received_date TEXT,
            CONSTRAINT fk_activity_filing FOREIGN KEY (filing_uuid)
                REFERENCES lobbying_filings_raw(filing_uuid)
        );
CREATE INDEX idx_act_client_name ON lobbying_activities(client_name COLLATE NOCASE);
CREATE INDEX idx_act_issue_code ON lobbying_activities(issue_code);
CREATE INDEX idx_act_filing_year ON lobbying_activities(filing_year);
CREATE INDEX idx_act_filing_uuid ON lobbying_activities(filing_uuid);
Powered by Datasette · Queries took 2049.102ms · Data license: Public Domain (U.S. Government data) · Data source: Federal Register API & Regulations.gov API