lobbying_activities
Data license: Public Domain (U.S. Government data) · Data source: Federal Register API & Regulations.gov API
261 rows where filing_period = "second_quarter", filing_year = 2016 and issue_code = "RET" sorted by filing_year descending
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| id | filing_uuid | filing_type | registrant_name | registrant_id | client_name | filing_year ▲ | filing_period | issue_code | specific_issues | government_entities | income_amount | expense_amount | is_no_activity | is_termination | received_date |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1835998 | WESTROCK COMPANY c570c8f1-9bf4-4684-955f-d4b22429ee96 | 2T | WESTROCK COMPANY | 401103830 | WESTROCK COMPANY | 2016 | second_quarter | RET | Defined benefit plan and pension issues. Proposed PBGC reforms and premium issues. Non-discrimination testing issues. | HOUSE OF REPRESENTATIVES,SENATE | 80000 | 0 | 1 | 2016-05-16T17:57:32.487000-04:00 | |
| 1836006 | WESTROCK COMPANY eb4dad93-2560-4309-8295-21386de6b9dd | 2@ | WESTROCK COMPANY | 401103830 | WESTROCK COMPANY | 2016 | second_quarter | RET | Defined benefit plan and pension issues. Proposed PBGC reforms and premium issues. Non-discrimination testing issues. | HOUSE OF REPRESENTATIVES,SENATE | 80000 | 0 | 1 | 2016-05-16T19:08:39-04:00 | |
| 1836912 | NATIONAL LEAGUE OF POSTMASTERS 7f55b75a-7767-4449-83aa-6a2d235c2cc6 | Q2 | NATIONAL LEAGUE OF POSTMASTERS | 69297 | NATIONAL LEAGUE OF POSTMASTERS | 2016 | second_quarter | RET | Federal Retirement and other general retiree benefit issues. | HOUSE OF REPRESENTATIVES,Postal Regulatory Commission,SENATE,U.S. Postal Service (USPS) | 0 | 0 | 2016-07-01T09:09:52.630000-04:00 | ||
| 1837144 | PETER TURZA b533b4e1-5ecc-451d-8997-9628855374f5 | Q2 | PETER TURZA | 401103236 | ABF FREIGHT SYSTEMS, INC. | 2016 | second_quarter | RET | Issues with multiemployer pension plans and the obligations of contributing employers to such plans involving ERISA, MPPAA, the PPA and the Consolidated and Further Continuing Appropriations Act of 2015. Other bills of interest are the Pension Accountability Act (S. 2147) sponsored by Senator Portman in the Senate and by Congressmen Joyce and Tim Ryan in the House as well as the Keep Our Pensions Act sponsored by Senator Sanders in the Senate and Congresswoman Kaptur in the House. | HOUSE OF REPRESENTATIVES,SENATE | 50000 | 0 | 0 | 2016-07-02T14:30:47.383000-04:00 | |
| 1837158 | TIMOTHY JAMES 2924d82c-65f7-48f3-8e78-665032569ba1 | Q2 | TIMOTHY JAMES | 401101071 | GROSSMANHEINZ ON BEHALF OF INTERNATIONAL UNION OF OPERATING ENGINEERS | 2016 | second_quarter | RET | yet to be introduced legislation reforming current pension law allowing for different types of multi-employer pension plans to preserve retirement security for participants and beneficiaries | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2016-07-03T12:01:26.227000-04:00 | |
| 1837252 | ATLAS ADVOCACY ab114c09-bc4f-40a5-abd5-3c254fc1f95d | Q2 | ATLAS ADVOCACY | 401100069 | UNITED MINE WORKERS OF AMERICA | 2016 | second_quarter | RET | UMWA pension issues pertaining to the the Coal Industry Retiree Health Benefit Act of 1992 (Coal Act). | HOUSE OF REPRESENTATIVES,SENATE | 36000 | 0 | 0 | 2016-07-05T10:20:19.270000-04:00 | |
| 1837624 | RICH FEUER ANDERSON c63faeda-bbf6-47ac-b462-17ae8919abcc | Q2 | RICH FEUER ANDERSON | 84775 | EQUITY DEALERS OF AMERICA | 2016 | second_quarter | RET | Definition of "fiduciary" under ERISA and application to brokers, and H.J. Res. 88. | HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE | 10000 | 0 | 0 | 2016-07-06T12:04:28.333000-04:00 | |
| 1837676 | AZOA SERVICES CORP(ALLIANZ OF AMERICA) FORMERLY AZOA SERIVCES CORP/FIREMAN'S FUND(ALLIANZ OF AMERICA dccaee1e-f808-47c1-8582-9982ac62d6e6 | 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 | 2016 | 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 | 610000 | 0 | 0 | 2016-07-06T13:37:39.127000-04:00 | |
| 1837827 | RICH FEUER ANDERSON c4ddf660-2ce3-4169-b241-0e08c0acfc88 | Q2 | RICH FEUER ANDERSON | 84775 | BIPARTISAN POLICY CENTER ADVOCACY NETWORK | 2016 | second_quarter | RET | Proposals to expand access to retirement savings plans and to promote sustainability of Social Security. | HOUSE OF REPRESENTATIVES,SENATE | 15000 | 0 | 0 | 2016-07-06T15:36:50.733000-04:00 | |
| 1837878 | DYKEMA GOSSETT PLLC fd9d3b76-35aa-47fa-8b6a-8c704494254b | Q2 | DYKEMA GOSSETT PLLC | 12915 | THE ERISA INDUSTRY COMMITTEE | 2016 | second_quarter | RET | PBGC premiums ERISA, 420, all provisions. H.R. 2656 - Receiving Electronic Statements to Improve Retiree Earnings (RETIRE) Act; all provisions. IRS Notice 2015-19 - Revisions to the Employee Plans Determination Letter Program. General issues and regulations: pension and retirement proposals, cash balance, and related tax reform issues. Department of Labor Definition of Fiduciary regulations. De-risking defined benefit plans. EEO-1 Form Changes Frozen defined benefit plans and nondiscrimination testing. Lifetime income illustrations on benefit statements. H.R 4955 - Pension and Budget Integrity Act (PBIA) Treasury and IRS proposals and final regulations implementing the cash balance and pension equity plan provisions of the Pension Protection Act of 2006 (PPA). | Council of Economic Advisers (CEA),Equal Employment Opportunity Commission (EEOC),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Natl Economic Council (NEC),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of | 20000 | 0 | 0 | 2016-07-06T16:46:15.100000-04:00 | |
| 1838019 | NAVIGATORS GLOBAL LLC (FORMERLY DC NAVIGATORS, LLC) b9357ca7-af0c-4624-afe8-effbab434620 | Q2 | NAVIGATORS GLOBAL LLC (FORMERLY DC NAVIGATORS, LLC) | 85071 | UNITED PARCEL SERVICE | 2016 | second_quarter | RET | General issues - no specific legislation. | HOUSE OF REPRESENTATIVES,SENATE | 40000 | 0 | 0 | 2016-07-07T10:16:48.253000-04:00 | |
| 1838182 | NATIONAL ASSOCIATION FOR UNIFORMED SERVICES e35bd21e-1b75-4ddb-983d-56bb3e58ea0c | Q2 | NATIONAL ASSOCIATION FOR UNIFORMED SERVICES | 26615 | NATIONAL ASSOCIATION FOR UNIFORMED SERVICES | 2016 | 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 | 2016-07-07T13:36:00.277000-04:00 | |
| 1838472 | FORSCEY, PLLC e31d83cf-28df-40f8-96d0-83d715124203 | Q2 | FORSCEY, PLLC | 52880 | WRITERS GUILD OF AMERICA, WEST | 2016 | 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 | 2016-07-08T09:12:24.883000-04:00 | |
| 1838724 | ANDREWS & ANDREWS, PLLC cce06edb-dcf3-4ee9-bcd6-e4f3161f10d5 | Q2 | ANDREWS & ANDREWS, PLLC | 400905645 | FIDELITY & GUARANTY LIFE | 2016 | second_quarter | RET | Explained the negative impact of the Dept. of Labor's conflicts of interest rule as it pertains to the sale of fixed indexed annuities and urged consideration of remedial legislation. | SENATE | 10000 | 0 | 0 | 2016-07-08T15:16:58.567000-04:00 | |
| 1839046 | NATIONAL ASSOCIATION OF POSTMASTERS OF THE UNITED STATES 2a6c6fb0-9b99-4138-aa00-50ae0457d2ad | Q2 | NATIONAL ASSOCIATION OF POSTMASTERS OF THE UNITED STATES | 27002 | NATIONAL ASSOCIATION OF POSTMASTERS OF THE UNITED STATES | 2016 | second_quarter | RET | Civil Service Retirement System Federal Employees Retirement System Thrift Savings Plan Social Security HR 711, Equal Treatment of Public Servants Act | Federal Retirement Thrift Investment Board,HOUSE OF REPRESENTATIVES,Office of Personnel Management (OPM),Postal Regulatory Commission,SENATE,U.S. Postal Service (USPS) | 40000 | 0 | 0 | 2016-07-11T10:03:44.477000-04:00 | |
| 1839087 | TRANSPORTATION COMMUNICATIONS NATIONAL UNION/IAM (FKA TRANSPORTATION COMMUNICATI 7723dd04-ce3c-4807-92f4-399f9452820d | Q2 | TRANSPORTATION COMMUNICATIONS NATIONAL UNION/IAM (FKA TRANSPORTATION COMMUNICATI | 38368 | TRANSPORTATION COMMUNICATIONS NATIONAL UNION/IAM (FKA TRANSPORTATION COMMUNICATI | 2016 | second_quarter | RET | Railroad Retirement Board (RRB) Appropriations - TCU lobbied for increased funding for the Railroad Retirement Board. The increase in funding would be for Administrative purposes and to modernize the Agency's outdated systems. | HOUSE OF REPRESENTATIVES,Railroad Retirement Board,SENATE | 250000 | 0 | 0 | 2016-07-11T11:07:07.127000-04:00 | |
| 1839157 | INTERNATIONAL UNION OF POLICE ASSOCIATIONS, AFL-CIO a8936b43-c05d-41e9-8889-d9be38cdd402 | Q2 | INTERNATIONAL UNION OF POLICE ASSOCIATIONS, AFL-CIO | 50400 | INTERNATIONAL UNION OF POLICE ASSOCIATIONS AFL-CIO | 2016 | second_quarter | RET | HR711, S 1651 | HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),SENATE,White House Office | 20000 | 0 | 0 | 2016-07-11T12:10:19.007000-04:00 | |
| 1839302 | FLEET RESERVE ASSOCIATION b731c0eb-85be-4f81-8831-1ef5aadf9bf9 | Q2 | FLEET RESERVE ASSOCIATION | 14781 | FLEET RESERVE ASSOCIATION | 2016 | 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, HR 1594/S 979: repeals the SBP/DIC Offset for survivors, Oppose Tricare fee increase in the Administrations 2017 budget, HR 5229: Improving Transition Programs for all Veterans Act. | HOUSE OF REPRESENTATIVES,SENATE,Veterans Affairs, Dept of (VA),White House Office | 120000 | 0 | 0 | 2016-07-11T14:38:34.790000-04:00 | |
| 1839527 | MR. MARK REY f7f0327a-c59e-4f5c-8ca9-eabbca6937e3 | Q2 | MR. MARK REY | 400454181 | NATIONAL OLDER WORKERS CAREER CENTER | 2016 | second_quarter | RET | Assisting retired federal workers secure new employment opportunities | HOUSE OF REPRESENTATIVES,Interior, Dept of (DOI),SENATE,U.S. Forest Service | 6000 | 0 | 0 | 2016-07-11T16:37:33.710000-04:00 | |
| 1839610 | SIFF & ASSOCIATES PLLC 29301569-0270-4f0b-a58e-92372f60b495 | Q2 | SIFF & ASSOCIATES PLLC | 400665998 | CENTER FOR CAPITAL MARKETS COMPETITIVENESS, U.S. CHAMBER OF COMMERCE | 2016 | second_quarter | RET | "Savings Arrangements Established by States for Non-Governmental Employees" proposed rule to make it easier for states to offer their own retirement plans for private sector workers without undertaking the obligations of ERISA fiduciaries towards covered workers that private employers must follow; RIN 1210-AB71; Nov. 21, 2015; 80 FR 72006. "Definition of the Term 'Fiduciary'; Conflict of Interest Rule-Retirement Investment Advice" final rule to increase regulatory oversight and legal duties applicable to service providers to and sponsors of small retirement plans; RIN 1210-AB32; Apr. 8, 2016; 81 FR 20945. S. J. Res. 33, a joint resolution providing for Congressional disapproval and nullification of the Department of Labor's "Definition of the Term 'Fiduciary'; Conflict of Interest Rule-Retirement Investment Advice" final rule to increase regulatory oversight and legal duties applicable to service providers to and sponsors of small retirement plans; RIN 1210-AB32; Apr. 8, 2016; 81 FR 20945. | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2016-07-11T16:57:45.387000-04:00 | |
| 1839650 | GM STRATEGIES 499e0946-2ce8-4dce-87b2-440d0a464a44 | Q2 | GM STRATEGIES | 401103939 | UNITED ASSN OF JOURNEYMEN & APPRENTICES OF THE PLUMBING & PIPEFITTING INDUSTRY | 2016 | second_quarter | RET | - Implementation of Multiemployer Pension Reform Act of 2014. - Multiemployer pension reforms allowing new plan design for more stable benefit with less risk (no bill). | 30000 | 0 | 0 | 2016-07-11T18:29:47.073000-04:00 | ||
| 1839706 | WILLIAMS AND JENSEN, PLLC b6467ed6-9e76-4a66-b35a-203665d47b7d | Q2 | WILLIAMS AND JENSEN, PLLC | 41454 | TRANSAMERICA COMPANIES (FORMLY AEGON) | 2016 | second_quarter | RET | Legislation impacting retirement plans; multiple employer plans. | HOUSE OF REPRESENTATIVES,SENATE | 70000 | 0 | 0 | 2016-07-12T09:11:45.237000-04:00 | |
| 1839714 | WILLIAMS AND JENSEN, PLLC fb209d89-ebb0-49ce-be1a-43d6fcbdc309 | Q2 | WILLIAMS AND JENSEN, PLLC | 41454 | AMERICAN COUNCIL OF LIFE INSURERS | 2016 | second_quarter | RET | Legislation and proposals impacting retirement plans. Fiduciary proposals. Legislation on Labor, HHS, Education and Related Agencies appropriations. | HOUSE OF REPRESENTATIVES,SENATE | 60000 | 0 | 0 | 2016-07-12T09:12:47.470000-04:00 | |
| 1839760 | WILLIAMS AND JENSEN, PLLC 2ef004f1-d745-41da-9332-0b21389142da | Q2 | WILLIAMS AND JENSEN, PLLC | 41454 | OWENS-ILLINOIS INC | 2016 | second_quarter | RET | Issue related to PBGC premiums. | Environmental Protection Agency (EPA),HOUSE OF REPRESENTATIVES,SENATE | 130000 | 0 | 0 | 2016-07-12T09:31:24.630000-04:00 | |
| 1839769 | WILLIAMS AND JENSEN, PLLC b2d0e91c-a3a5-4c3a-8191-27add1c6ed21 | Q2 | WILLIAMS AND JENSEN, PLLC | 41454 | AMERICAN EQUITY INVESTMENT LIFE HOLDING COMPANY | 2016 | second_quarter | RET | Benefit distribution in the form of annuities. Proposed Fiduciary Rule. | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of | 50000 | 0 | 0 | 2016-07-12T09:40:34.053000-04:00 | |
| 1839814 | WILLIAMS AND JENSEN, PLLC 880b52be-d6ea-4850-a408-b4107542f3f7 | Q2 | WILLIAMS AND JENSEN, PLLC | 41454 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 2016 | second_quarter | RET | Legislation and regulations affecting public pension plan. H.R. 711, S. 2381 and H.R. 4822. | HOUSE OF REPRESENTATIVES,SENATE | 50000 | 0 | 0 | 2016-07-12T09:59:17.837000-04:00 | |
| 1839903 | TREA SENIOR CITIZENS LEAGUE 52eff799-e9a4-4d70-abc1-041ce7767cc6 | Q2 | TREA SENIOR CITIZENS LEAGUE | 38426 | TREA SENIOR CITIZENS LEAGUE | 2016 | 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 and H.R. 3779, Social Security Reform: H.R. 973 and H.R. 1391 and H.R. 1904 and S. 731 and H.R. 1984 and H.R. 1811 and S. 960 and S. 1651 and H.R. 711, Social Security Consumer Price Index: H.R. 3351 and H.R. 3074 and H.R. 3500 and H.R. 3588 and H.R. 3961 and H.R. 3761 and S. 2251 and H.R. 4012 and H.R. 4144, No Social Security for Illegal Work: H.R. 1716, Disability Insurance Reform: S. 499 and H.R. 918 and S. 1198 and H.R. 1936. | HOUSE OF REPRESENTATIVES,SENATE | 34846 | 0 | 0 | 2016-07-12T10:53:10.123000-04:00 | |
| 1839966 | SQUIRE PATTON BOGGS 7352394e-caf9-42c7-82ba-1d371a2cdc94 | Q2 | SQUIRE PATTON BOGGS | 30906 | AON SERVICE CORPORATION (FKA AON HEWITT) | 2016 | second_quarter | RET | Advice regarding retirement-related legislation and regulatory reform. | HOUSE OF REPRESENTATIVES,SENATE | 60000 | 0 | 0 | 2016-07-12T11:12:30.377000-04:00 | |
| 1840412 | MR. DONALD KANIEWSKI bffc68e8-82f4-4d72-af8d-fb46511f3e5e | Q2 | MR. DONALD KANIEWSKI | 322693 | LABORERS INTERNATIONAL UNION OF NORTH AMERICA | 2016 | second_quarter | RET | Lobbied in support of reforming multi-employer pension plans and PBGC issues. | HOUSE OF REPRESENTATIVES,SENATE | 45000 | 0 | 0 | 2016-07-12T16:19:10.180000-04:00 | |
| 1841207 | NATIONAL FEDERATION OF THE BLIND ee9956c8-f566-4a1e-ba91-05a1ef1d17db | Q2 | NATIONAL FEDERATION OF THE BLIND | 401103561 | NATIONAL FEDERATION OF THE BLIND | 2016 | second_quarter | RET | To increase employment of blind people by removing disincentives to work in current Social Security law. | Architectural & Transportation Barriers Compliance Board,Defense, Dept of (DOD),Education, Dept of,HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Office of Management & Budget (OMB),SENATE,State, Dept of (DOS) | 40000 | 0 | 0 | 2016-07-13T15:41:30.493000-04:00 | |
| 1841581 | WILLIAMS AND JENSEN, PLLC 1014a08c-3509-4516-b997-6f51337e4b3f | Q2 | WILLIAMS AND JENSEN, PLLC | 41454 | TD AMERITRADE | 2016 | second_quarter | RET | Depart of Labor Fiduciary proposal. | HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE | 50000 | 0 | 0 | 2016-07-14T09:18:24.987000-04:00 | |
| 1841743 | OWENS-ILLINOIS, INC 2f6b12c4-6914-41e9-8087-2bd5ad44b71b | Q2 | OWENS-ILLINOIS, INC | 49646 | OWENS-ILLINOIS INC | 2016 | second_quarter | RET | Pension and retirement issues; PBGC Premiums, Pension and Budget Integrity Act, HR 4955. | Environmental Protection Agency (EPA),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of | 200000 | 0 | 0 | 2016-07-14T10:40:02.137000-04:00 | |
| 1841762 | EMERSON d6cbe684-49e6-43ca-bae3-3e00b88c5a03 | Q2 | EMERSON | 13506 | EMERSON | 2016 | second_quarter | RET | H.R. 4955, Pension and Budget Integrity Act | Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,SENATE | 170000 | 0 | 0 | 2016-07-14T10:42:05.603000-04:00 | |
| 1841850 | AMERICAN COUNCIL OF LIFE INSURERS 8d2a887e-f01a-45b3-b629-d746856abb38 | 2A | AMERICAN COUNCIL OF LIFE INSURERS | 2115 | AMERICAN COUNCIL OF LIFE INSURERS | 2016 | 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 S. Amendment 2761 to H.R. 1314-Bipartisan Budget Act of 2015. To amend the Internal Revenue Code of 1986 to reduce the payroll tax for self-employed individuals enrolled in a private disability insurance plan, and for employers that provide such plans to their employees. Issue: disability insurance. H.R. ___/S.___ Draft legislation amending Affordable Care Act provisions on health exchange assessments. Issue: Health Exchange Assessments H.R.___/S.___Draft legislation to facilitate disability income insurance options for employees. Issue: Disability income insurance. HR 3922 - Retirement Choice Protection Act. Issue: Department of Labors proposed fiduciary rule S.2505/HR 4294 - SAVERS Act. Issue: Department of Labors proposed fiduciary rule S.2502/ HR 4293 - Affordable Retirement Advice Protection Act. Issue: Department of Labors proposed fiduciary rule HR 4067 - SAVE Act of 2015. Issue: retirement security S 2381 - Puerto Rico Assistance Act of 2015. Issue: Department of Labors proposed fiduciary rule | HOUSE OF REPRESENTATIVES,SENATE | 1188000 | 0 | 0 | 2016-07-14T11:11:40.247000-04:00 | |
| 1842043 | DAVIS & HARMAN LLP 9c98f908-b3e2-4921-b91c-a0e22f2cf2f5 | Q2 | DAVIS & HARMAN LLP | 11674 | AMERICAN BENEFITS COUNCIL | 2016 | second_quarter | RET | Proposals related to retirement plan enhancements. Proposals relating to defined benefit plans, including plan funding. Issues related to tax incentives for retirement savings. Proposals related to stemming leakage from retirement plans through reform of plan loan rules. Proposals related to stable value investment offerings in defined contribution plans. Proposals related to phased retirement. Proposals to increase PBGC premiums. Proposals related to retirement target date funds. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans. Issues related to PBGC collections and PBGC disclosure issues. Proposals related to electronic disclosure of information under ERISA, including H.R. 2656, Receiving Electronic Statements to Improve Retiree Earnings Act. Proposals regarding compliance of retirement plans. Issues related to use of brokerage windows in defined contribution plans. Proposals to reform the multiple employer plans rules. Proposals to modify required minimum distribution rules. Proposals that would modify limits on retirement plan contributions. Proposals related to stretch IRAs. Retirement provisions in the President's FY 2017 budget. Issues related to access to death master file. Issues related to government issued mortality tables. Proposals to amend the nondiscrimination provisions to protect older, longer service employees. Issues related to swap, margin, and capital rules. S. 266/H.R. 557, Retirement Security Act. H.R. 2029, Consolidated Appropriations Act. H.R. 4293, the Affordable Retirement Advice Act.H.R. 4294, the Strengthening Access to Valuable Education and Retirement Support (SAVERS) Act. State-administered retirement plan initiatives. Annuitization with respect to defined benefit plans. QLACs. Effects of corporate integration on retirement plans. H.R. 5186, Help All Americans Save for College Act. S. 3078, Retirement Savings Lost and … | HOUSE OF REPRESENTATIVES,Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of | 70000 | 0 | 0 | 2016-07-14T12:25:54.927000-04:00 | |
| 1842053 | DAVIS & HARMAN LLP 07fb9e4e-e6a4-432d-9869-c4dc337053db | Q2 | DAVIS & HARMAN LLP | 11674 | BUSINESS ROUNDTABLE | 2016 | second_quarter | RET | Proposals relating to defined benefit plan funding and treatment of hybrid plans. Proposals relating to the treatment of employer-provided employee benefit plans. Proposals related to defined contribution plan fees and fee disclosure practices. Proposals related to increased PBGC premiums. Proposals relating to entitlement reform. | SENATE | 20000 | 0 | 0 | 2016-07-14T12:39:07.900000-04:00 | |
| 1842090 | FINANCIAL EXECUTIVES INTERNATIONAL ca90e83e-12e6-46ed-a578-8d0ef2b78295 | Q2 | FINANCIAL EXECUTIVES INTERNATIONAL | 14520 | FINANCIAL EXECUTIVES INTERNATIONAL | 2016 | second_quarter | RET | Retirement plans in tax reform debate; Nondiscrimination testing in pension plans; Preserving the tax treatment of retirement savings; Multiemployer defined benefit pension plan reform; PBGC premium increases | Commodity Futures Trading Commission (CFTC),Defense, Dept of (DOD),Federal Deposit Insurance Corporation (FDIC),Federal Reserve System,HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Pension Benefit Guaranty Corporation (PBGC),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of | 70000 | 0 | 0 | 2016-07-14T12:51:38.743000-04:00 | |
| 1842299 | PRINCIPAL FINANCIAL GROUP e092d353-74d6-4bf4-8b28-019f01e49605 | Q2 | PRINCIPAL FINANCIAL GROUP | 32178 | PRINCIPAL FINANCIAL GROUP | 2016 | 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 … | HOUSE OF REPRESENTATIVES,SENATE | 370000 | 0 | 0 | 2016-07-14T14:49:47.040000-04:00 | |
| 1842322 | INTERNATIONAL BROTHERHOOD OF BOILERMAKERS c7b2d155-6a94-487b-a465-addc51bad824 | Q2 | INTERNATIONAL BROTHERHOOD OF BOILERMAKERS | 19811 | INTERNATIONAL BROTHERHOOD OF BOILERMAKERS | 2016 | second_quarter | RET | Multi-employer Pension Reform | Energy, Dept of,Environmental Protection Agency (EPA),HOUSE OF REPRESENTATIVES,SENATE | 90000 | 0 | 0 | 2016-07-14T15:02:13.073000-04:00 | |
| 1842497 | INSURED RETIREMENT INSTITUTE 9175c31d-e988-4541-b4cf-d331ca31a976 | Q2 | INSURED RETIREMENT INSTITUTE | 285494 | INSURED RETIREMENT INSTITUTE | 2016 | second_quarter | RET | Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Lifetime Income Disclosure Act of 2015, legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents (114th Cong., H.R. 2137, S.1317). Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Department of Labor rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Automatic IRA Act of 2015 (114th Cong., H.R. 506), legislation that Amends the Internal Revenue Code to: (1) require certain employers who do not maintain qualified 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. Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Retirement Security Act of 2015 (H.R. 557, S.266), expand the ability of Americans to better save for their retirement and would encourage the use of private multiple employer plans. Department of Labor rules for states to create retirement savings programs. The Retail Investor Protection Act (H.R. 1090, S.2497), DOL fiduciary rulemaking. The Retirement Choice Protection Act (H.R. 3922), DOL fiduciary rulemaking. The Affordable Retirement Advice Protection Act (H.R. 4293, S.2502), DOL… | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of | 70000 | 0 | 0 | 2016-07-14T16:24:45.643000-04:00 | |
| 1842533 | DAVIS & HARMAN LLP c30157a7-4b21-452b-b36a-da9988f8d086 | Q2 | DAVIS & HARMAN LLP | 11674 | BROKER/DEALER COORDINATION GROUP | 2016 | 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/S.2497, Retail Investor Protection Act. H.R. 4293/S.2502, the Affordable Retirement Advice Act. H.R. 4294/S.2505, the Strengthening Access to Valuable Education and Retirement Support (SAVERS) Act. H.J. Res. 88, Disapproving the rule submitted by the Department of Labor related to the definition of fiduciary. | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2016-07-14T16:35:25.800000-04:00 | |
| 1842551 | DAVIS & HARMAN LLP 1d424381-e4e5-4190-9c4e-c03581fcde2f | Q2 | DAVIS & HARMAN LLP | 11674 | EDWARD JONES INVESTMENTS | 2016 | 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 | 20000 | 0 | 0 | 2016-07-14T16:41:48.397000-04:00 | |
| 1842570 | DAVIS & HARMAN LLP b2d05196-b3b2-4aaa-98f6-a0e59d1e3efb | Q2 | DAVIS & HARMAN LLP | 11674 | HUELER INVESTMENT SERVICES, INC. | 2016 | second_quarter | RET | Issues related to qualifying longevity annuity contracts | SENATE,Treasury, Dept of | 10000 | 0 | 0 | 2016-07-14T16:45:05.303000-04:00 | |
| 1842577 | DAVIS & HARMAN LLP 70dc5d72-e991-403f-a26c-441f27bcc7e5 | Q2 | DAVIS & HARMAN LLP | 11674 | NATIONAL RURAL ELECTRIC COOPERATIVE ASSN | 2016 | 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 | 30000 | 0 | 0 | 2016-07-14T16:47:09.553000-04:00 | |
| 1842579 | DAVIS & HARMAN LLP eb61f7fe-2199-40a3-953d-7917ea10ae03 | Q2 | DAVIS & HARMAN LLP | 11674 | TRANSAMERICA LIFE INSURANCE COMPANY | 2016 | 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, including H.R. 2656, Receiving Electronic Statements to Improve Retiree Earnings Act. S.266/H.R. 557, Retirement Security Act. | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2016-07-14T16:50:11.820000-04:00 | |
| 1842581 | DAVIS & HARMAN LLP 2d69af0a-bf67-4ab7-b467-4b897df482ab | Q2 | DAVIS & HARMAN LLP | 11674 | WILLIS NORTH AMERICA INC | 2016 | 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. | SENATE | 0 | 0 | 2016-07-14T16:52:17.977000-04:00 | ||
| 1842589 | DAVIS & HARMAN LLP 0c2e1e03-a14d-4e4e-bf48-31728c6fd833 | Q2 | DAVIS & HARMAN LLP | 11674 | NATIONWIDE INSURANCE COMPANIES | 2016 | 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. | HOUSE OF REPRESENTATIVES | 20000 | 0 | 0 | 2016-07-14T17:05:28.367000-04:00 | |
| 1842592 | DAVIS & HARMAN LLP 21881d75-3bd9-4bb9-b985-88239e42a764 | Q2 | DAVIS & HARMAN LLP | 11674 | STATE STREET BANK AND TRUST CO. | 2016 | second_quarter | RET | Issues related to expanding retirement coverage, facilitating retirement income, and increasing retirement security. Issues related to qualifying longevity annuity contracts. Issues related to state law preemption. Proposals to reform the multiple employer plan rules. | HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of | 30000 | 0 | 0 | 2016-07-14T17:07:30.557000-04:00 | |
| 1842690 | INTERNATIONAL ASSOCIATION OF MACHINISTS AND AEROSPACE WORKERS ffc81f32-7fe0-405b-98a5-60bc2e672f70 | Q2 | INTERNATIONAL ASSOCIATION OF MACHINISTS AND AEROSPACE WORKERS | 19775 | INTERNATIONAL ASSOCIATION OF MACHINISTS AND AEROSPACE WORKERS | 2016 | second_quarter | RET | Keep Our Pension Promises Act H.R. 1090/ S. 1631 | HOUSE OF REPRESENTATIVES,SENATE | 510000 | 0 | 0 | 2016-07-14T19:00:01.990000-04:00 | |
| 1842870 | SQUIRE PATTON BOGGS 7ba969f5-9d56-49fa-b216-7fecb7a58146 | Q2 | SQUIRE PATTON BOGGS | 30906 | YRC WORLDWIDE INC. | 2016 | second_quarter | RET | Pension reform legislation. | SENATE | 10000 | 0 | 0 | 2016-07-15T09:32:04.017000-04:00 | |
| 1842963 | BUILDING AND CONSTRUCTION TRADES DEPT., AFL-CIO f23db261-4e6b-4c9b-8e11-e702809adf3f | Q2 | BUILDING AND CONSTRUCTION TRADES DEPT., AFL-CIO | 7383 | BUILDING AND CONSTRUCTION TRADES DEPT AFL-CIO | 2016 | second_quarter | RET | Multi-Employer Pension Plan Reforms - general education on pension reform and pension recovery. No bill. | Energy, Dept of,HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,White House Office | 310000 | 0 | 0 | 2016-07-15T10:07:00.253000-04:00 | |
| 1843022 | WILLIAMS AND JENSEN, PLLC 38dd9cdd-3883-4043-add2-84bb10fd8477 | Q2 | WILLIAMS AND JENSEN, PLLC | 41454 | NATIONAL ASSN OF STATE TREASURERS (NAST) | 2016 | second_quarter | RET | Pension issues affecting municipal bonds or public pensions. | HOUSE OF REPRESENTATIVES,SENATE | 50000 | 0 | 0 | 2016-07-15T10:32:54.460000-04:00 | |
| 1843160 | NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE 5e6ec699-d395-40a3-b771-f05d4d3158a4 | Q2 | NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE | 27467 | NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE | 2016 | second_quarter | RET | Department of Labor (DOL) Retirement Advisor Fiduciary Rule. H.J. Res. 88, Disapproving the rule submitted by the Department of Labor relating to the definition of the term "Fiduciary": resolution to disapprove and nullify a Department of Labor rule published on April 8, 2016, relating to the definition of the term "fiduciary" and the conflict of interest rule with respect to retirement investment advice provided by financial advisors and brokers. The Older Americans Act. S. 192, Older Americans Act Reauthorization Act of 2015: provisions related to the reauthorization of the Older Americans Act. Cost of Living Adjustment Relief. S. 2251 and H.R. 4144, Seniors and Veterans Emergency (SAVE) Benefits Act: proposal to require the Secretary of the Treasury to make a one-time emergency payment to Social Security beneficiaries, veterans and others; and H.R. 5342, the Fair COLA for Seniors Act of 2016: proposal to offer Social Security beneficiaries a one-time emergency benefit payment and adopt the Consumer Price Index for the Elderly (CPI-E) for the purpose of determining COLAs for Social Security beneficiaries. Social Security Commission. H.R. 1578, Social Security Commission Act of 2015: proposals to require a commission to make recommendations for achieving solvency of the Social Security trust funds for 75 years. Social Security Expansion. H.R. 1391, S. 1904, 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 Expansion Support: H. Res. 393: proposals to express support for protecting and expanding Social Security benefits while securing the programs long term future. Supplemental Security Income (SSI). S. 1387, H.R. 2442, Supplemental Security Income Restoration Act of 2015: proposals to update provisions in the SSI program to reflect inflation since 1972 and to increase the asset limit to $10,000 for… | 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. | 230000 | 0 | 0 | 2016-07-15T11:05:01.010000-04:00 | |
| 1843340 | BANK OF AMERICA CORPORATION 9b3a1417-a48a-42c5-8f34-6ff7a052c102 | Q2 | BANK OF AMERICA CORPORATION | 26400 | BANK OF AMERICA CORPORATION | 2016 | second_quarter | RET | General issues related to fiduciary regulations. | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of | 380000 | 0 | 0 | 2016-07-15T11:51:49.783000-04:00 | |
| 1843481 | MCGUIREWOODS CONSULTING (A SUBSIDIARY OF MCGUIREWOODS LLP) 41ce9f59-5d4c-4889-a724-54ed887dc318 | Q2 | MCGUIREWOODS CONSULTING (A SUBSIDIARY OF MCGUIREWOODS LLP) | 24486 | TIAA | 2016 | second_quarter | RET | Issues related to taxation of insurance companies, insurance products and retirement accounts. | HOUSE OF REPRESENTATIVES,SENATE | 40000 | 0 | 0 | 2016-07-15T12:47:10.163000-04:00 | |
| 1843668 | PORTERFIELD, FETTIG & SEARS, LLC e8e05d45-3832-49da-bff2-5f98b3a12761 | Q2 | PORTERFIELD, FETTIG & SEARS, LLC | 305054 | STATE FARM INSURANCE COMPANIES | 2016 | second_quarter | RET | Implementation and modification to proposed rulemaking entitled, "Definition of the Term Fiduciary; Conflict of Interest Rule - Retirement Investment Advice" published by the U.S. Department of Labor (80 FR 21927). H.R. 1090, Retail Investor Protection Act | Federal Reserve System,HOUSE OF REPRESENTATIVES,SENATE | 70000 | 0 | 0 | 2016-07-15T13:44:15.990000-04:00 | |
| 1844105 | LOCKRIDGE, GRINDAL, NAUEN, PLLP 38cd59ef-4a20-425a-b57e-6f18fd1c005e | Q2 | LOCKRIDGE, GRINDAL, NAUEN, PLLP | 23053 | HEALTHWORKS | 2016 | second_quarter | RET | Affordable Care Act (PL 111-148)Implementation | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2016-07-15T15:30:55.173000-04:00 | |
| 1844110 | WINNING STRATEGIES WASHINGTON 14e7c204-1698-428d-b0d6-1ea8197beab3 | Q2 | WINNING STRATEGIES WASHINGTON | 50796 | PRUDENTIAL | 2016 | second_quarter | RET | Financial Services reform and retirement and tax issues. | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2016-07-15T15:31:57.423000-04:00 | |
| 1844591 | UNITED ASSN OF JOURNEYMEN & APPRENTICES OF THE PLUMBING & PIPEFITTING INDUSTRY 42120239-c737-4599-8470-f93606c25d9d | Q2 | UNITED ASSN OF JOURNEYMEN & APPRENTICES OF THE PLUMBING & PIPEFITTING INDUSTRY | 39041 | UNITED ASSN OF JOURNEYMEN & APPRENTICES OF THE PLUMBING & PIPEFITTING INDUSTRY | 2016 | second_quarter | RET | - Multiemployer pension reforms related to new plan design and withdrawal liability (no bill). | HOUSE OF REPRESENTATIVES,SENATE | 160000 | 0 | 0 | 2016-07-15T18:51:59.353000-04:00 | |
| 1844691 | REPUBLIC CONSULTING, LLC 2c09c88e-bae1-4cc1-8832-a5a0a6899674 | Q2 | REPUBLIC CONSULTING, LLC | 401016871 | UNITED PARCEL SERVICE | 2016 | second_quarter | RET | Monitor multiemployer pension reform issues; Monitor PROMESA Act (H.R. 5278, S. 2328) for possible pension-related amendments | HOUSE OF REPRESENTATIVES,SENATE | 40000 | 0 | 0 | 2016-07-16T12:40:56.590000-04:00 | |
| 1844841 | LEDGE COUNSEL, INC. 40436efb-9b02-49f5-949a-275e14612dde | Q2 | LEDGE COUNSEL, INC. | 22438 | NATIONAL ACTIVE AND RETIRED FEDERAL EMPLOYEES ASSOCIATION | 2016 | second_quarter | RET | Civil service retirement, including the defined benefit portion of a civil service career structure | Federal Retirement Thrift Investment Board,Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Office of Personnel Management (OPM),President of the U.S.,SENATE | 30000 | 0 | 0 | 2016-07-17T13:42:18.717000-04:00 | |
| 1845033 | NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC. 6fa92573-a0ec-4d81-bbaa-8a09d2afbb45 | Q2 | NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC. | 26980 | NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC. | 2016 | second_quarter | RET | Law Enforcement Officers Equity Act; Public Employee Pension Transparency Act; Equal Treatment of Public Servants Act; Social Security Fairness Act | Bureau of Justice Assistance,Defense, Dept of (DOD),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),Office of Justice Program,President of the U.S.,SENATE,Vice President of the U.S.,White House Office | 40000 | 0 | 0 | 2016-07-18T09:20:55.907000-04:00 | |
| 1845106 | CASSIDY & ASSOCIATES, INC. 99232104-cd71-4d7c-b151-62e227f28929 | Q2 | CASSIDY & ASSOCIATES, INC. | 8453 | SOCIETY OF ACTUARIES | 2016 | second_quarter | RET | General legislative issues related to actuarial profession | HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of | 20000 | 0 | 0 | 2016-07-18T09:54:59.037000-04:00 | |
| 1845123 | PLAN SPONSOR COUNCIL OF AMERICA FKA PROFIT SHARING/401K COUNCIL OF AMERICA 745f3a50-e7a0-4ec0-9dba-00b2bcfbb076 | Q2 | PLAN SPONSOR COUNCIL OF AMERICA FKA PROFIT SHARING/401K COUNCIL OF AMERICA | 32293 | PLAN SPONSOR COUNCIL OF AMERICA FKA PROFIT SHARING/401K COUNCIL OF AMERICA | 2016 | second_quarter | RET | Legislation and regulations affecting employer sponsored retirement plans | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of | 28125 | 0 | 0 | 2016-07-18T09:57:13.427000-04:00 | |
| 1845471 | DAVIS & HARMAN LLP 98691bab-b130-4d02-9c79-90d912c11de4 | Q2 | DAVIS & HARMAN LLP | 11674 | LINCOLN NATIONAL CORPORATION | 2016 | second_quarter | RET | Comprehensive pension and retirement savings legislation. Proposals related to electronic disclosure of information. H.R.557 & S.266, Retirement Security Act. | SENATE | 10000 | 0 | 0 | 2016-07-18T11:08:29.113000-04:00 | |
| 1845498 | AMERICAN ACADEMY OF ACTUARIES 395e795e-a1a6-4751-a353-49c715e3ff43 | Q2 | AMERICAN ACADEMY OF ACTUARIES | 1318 | AMERICAN ACADEMY OF ACTUARIES | 2016 | second_quarter | RET | Social Security trustees report issue brief; 2017 Applicable Mortality Tables; comment letter on Late Premium Payment Relief; comment letter on nondiscrimination relief; USA Retirement Plan; comment letter on Personal Discount Rates; public sector pension plans; presentation for National Retirement Savings Week. | Centers For Medicare and Medicaid Services (CMS),Congressional Budget Office (CBO),Defense, Dept of (DOD),Federal Emergency Management Agency (FEMA),Federal Reserve System,Government Accountability Office (GAO),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE,Social Security Administration (SSA),Treasury, Dept of | 35000 | 0 | 0 | 2016-07-18T11:14:54.177000-04:00 | |
| 1845526 | XEROX CORPORATION 1f2b0d4b-aa87-4064-ba4a-7738ce660eb0 | Q2 | XEROX CORPORATION | 42001 | XEROX CORPORATION | 2016 | second_quarter | RET | H.R.4955 - Pension and Budget Integrity Act; Legislation seeks to prohibit Congress from using PBGC premium increases as a way to balance federal budget | Agriculture, Dept of (USDA),Commerce, Dept of (DOC),Council of Economic Advisers (CEA),HOUSE OF REPRESENTATIVES,Intl Trade Administration (ITA),Office of Management & Budget (OMB),SENATE,Treasury, Dept of,U.S. Trade Representative (USTR) | 220000 | 0 | 0 | 2016-07-18T11:18:13.457000-04:00 | |
| 1845660 | ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG) 6ff15456-f107-488e-8092-fc29ad58c8da | Q2 | ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG) | 57475 | METLIFE GROUP, INC. | 2016 | second_quarter | RET | General retirement issues, including treatment of annuities and DOL fiduciary regulations. | HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of | 50000 | 0 | 0 | 2016-07-18T11:37:15.710000-04:00 | |
| 1845806 | CGCN GROUP, LLC 1cd21787-34a0-4e96-acd4-e35a9131c376 | Q2 | CGCN GROUP, LLC | 76992 | INVESTMENT COMPANY INSTITUTE | 2016 | second_quarter | RET | Proposed ERISA fiduciary investment advice rule; eDelivery (in connection with 401(k) fee disclosure rules). | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2016-07-18T11:57:21.353000-04:00 | |
| 1845858 | ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG) c6173d89-a6ff-4bcf-a660-f73fb509b8af | Q2 | ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG) | 57475 | NEW YORK LIFE INSURANCE COMPANY | 2016 | second_quarter | RET | Regulatory and legislative work related to the Department of Labors proposed regulation with respect to the definition of fiduciary (HR 1090). Retirement issues related to the promotion of lifetime income options and public pension plan reform. | HOUSE OF REPRESENTATIVES,SENATE | 80000 | 0 | 0 | 2016-07-18T12:06:13.760000-04:00 | |
| 1845930 | UNIVERSITY OF IOWA 54b8b8c6-6f22-4e9d-bf68-2635c76fd979 | Q2 | UNIVERSITY OF IOWA | 49191 | UNIVERSITY OF IOWA | 2016 | 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 | 2016-07-18T12:19:28.590000-04:00 | |
| 1845953 | ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG) 152a7249-cfd9-4934-bb62-46e9717013a7 | Q2 | ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG) | 57475 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 2016 | second_quarter | RET | Regulatory and legislative work related to the Department of Labors proposed regulation with respect to the definition of fiduciary (HR 1090). Miscellaneous pension, retirement and savings issues, including issues related to multiple employer pension plans, the promotion of lifetime income options, and multi-employer plan funding options. | HOUSE OF REPRESENTATIVES,SENATE | 50000 | 0 | 0 | 2016-07-18T12:21:38.870000-04:00 | |
| 1845989 | ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG) 1ba6d1ca-9ce1-4dc0-a2da-c6dbc721414d | Q2 | ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG) | 57475 | SECURITIES INDUSTRY & FINANCIAL MARKETS ASSN. | 2016 | 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 | 2016-07-18T12:30:19.717000-04:00 | |
| 1846315 | ALLIED PILOTS ASSOCIATION 52757a6a-8fb6-4a27-ae0f-ff71274f6c23 | Q2 | ALLIED PILOTS ASSOCIATION | 40046359 | ALLIED PILOTS ASSOCIATION | 2016 | second_quarter | RET | TAX AND PENSION PLAN ISSUES | Federal Aviation Administration (FAA),HOUSE OF REPRESENTATIVES,SENATE,State, Dept of (DOS),Transportation, Dept of (DOT) | 177000 | 0 | 0 | 2016-07-18T13:31:45-04:00 | |
| 1846339 | JACKSON NATIONAL LIFE INSURANCE COMPANY 1adb7909-667f-4e46-b13a-d7bc2b0168a7 | Q2 | JACKSON NATIONAL LIFE INSURANCE COMPANY | 20334 | JACKSON NATIONAL LIFE INSURANCE COMPANY | 2016 | second_quarter | RET | Rules on plan fiduciaries' responsibilities with respect to brokerage windows in 401(k)s. | HOUSE OF REPRESENTATIVES,SENATE | 150000 | 0 | 0 | 2016-07-18T13:35:11.737000-04:00 | |
| 1846402 | THE CHARLES SCHWAB CORPORATION 4775397b-84cf-4263-8635-874420fb88cd | Q2 | THE CHARLES SCHWAB CORPORATION | 34637 | CHARLES SCHWAB CORPORATION | 2016 | second_quarter | RET | Department of Labor Rule Proposal and Final Rule 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. | HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE | 480000 | 0 | 0 | 2016-07-18T13:44:23.943000-04:00 | |
| 1846557 | CGCN GROUP, LLC 7c65be33-8c28-433a-87a3-27c25deb51e1 | Q2 | CGCN GROUP, LLC | 76992 | FMR LLC (PREVIOUSLY REPORTED AS FIDELITY INVESTMENTS) | 2016 | second_quarter | RET | Proposed ERISA fiduciary investment advice rule. | HOUSE OF REPRESENTATIVES,SENATE | 45000 | 0 | 0 | 2016-07-18T14:09:20.103000-04:00 | |
| 1846763 | SUMMIT STRATEGIES GOVERNMENT AFFAIRS LLC 22dc5cd1-094d-4edf-9b25-091bc8b1a658 | Q2 | SUMMIT STRATEGIES GOVERNMENT AFFAIRS LLC | 401103550 | THE ASSOCIATION OF UNION CONSTRUCTORS | 2016 | second_quarter | RET | Multiemployer pension reform; H.R.2844/S.1631: Keep our Pensions Promises Act; S.2147: Pension Accountability Act. | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2016-07-18T15:28:15.253000-04:00 | |
| 1846782 | TRUCKER HUSS APC adbaeb8a-f7ac-46c4-9a65-af962a20437c | Q2 | TRUCKER HUSS APC | 400537609 | WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND | 2016 | second_quarter | RET | Pension Legislation | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of | 120000 | 0 | 0 | 2016-07-18T15:36:35.677000-04:00 | |
| 1846918 | SHEET METAL & AIR CONDITIONING CONTRACTORS NAT'L ASSN ddcd77ee-0749-4200-a8c6-0d7a1b94ecb0 | Q2 | SHEET METAL & AIR CONDITIONING CONTRACTORS NAT'L ASSN | 35068 | SHEET METAL & AIR CONDITIONING CONTRACTORS NAT'L ASSN | 2016 | 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 Support renewal of three energy-efficient building tax extenders that expired in 2014: Residential Energy-Efficient Tax Credit (IRC Sec. 25C), Energy-Efficient New Home Tax Credit (IRC Sec. 45L), and the Commercial Building Tax Deduction (IRC Sec. 179D) Support Davis-Bacon Act, prevailing wage coverage/reject repeal amendment - H.R. 3763 Support composite plans/multiemployer pension plans. Support Davis-Bacon Act, prevailing wage coverage by opposing amendment to H.R. 4974/MilCon-VA Appropriations Act Support Project Labor Agreements (PLAs) on public construction by opposing amendment to H.R. 4974, the MilCon-VA Act of 2017 Encourage Congress to pass Composite Plan legislation | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2016-07-18T16:02:25.990000-04:00 | ||
| 1846935 | AMERICAN BENEFITS COUNCIL f8d81681-6b83-42a4-89f6-37080c671c84 | Q2 | AMERICAN BENEFITS COUNCIL | 4675 | AMERICAN BENEFITS COUNCIL | 2016 | second_quarter | RET | FY 2017 Federal Budget Proposal - retirement policy initiatives Tax reform - employer sponsored retirement plans House Republicans Tax Reform Task Force Defined Benefit Plan Issues Mortality table updates De-risking pensions methods Non-discrimination issues affecting defined benefit plans PGBC premiums Hybrid plan rules Pension Portability Act - S. 2147/H.R. 4029 Pension and Budget Integrity Act of 2016 - H.R. 4955 Defined Contribution plan issues Lifetime income Plan fees Shrinking Emergency Account Losses (SEAL) Act - S. 324 Automatic IRA Act of 2015 - H.R. 506/S. 245 Retirement Security Act of 2015 - H.R. 557/S. 266 Retail Investors Protection Act - H.R. 1090 The Lifetime Income Disclosure Act - S. 1317/H.R. 2317 Retirement Savings Lost and Found Act of 2016 - S. 3078 Retirement Choice Protection Act of 2015 - H.R. 3922 Small Businesses Add Value for Employees Act (SAVE) Act of 2015 - H.R. 4067 Womens Pension Protection Act of 2015 - S. 2110/H.R. 4235 The Receiving Electronic Statements to Improve Retiree Earnings Act - H.R. 2656 Affordable Retirement Advice Protection (ARAP) Act - H.R. 4293 Strengthening Access to Valuable Education & Retirement Support (SAVERS) Act - H.R. 4294 Re-proposed Definition of Fiduciary Rule - Final Conflict of Interest Rule Executive & nonqualified deferred compensation Multiemployer pension plan issues Multiple employer plans (MEPs) Retirement plan access proposals - state retirement plan initiatives Plan administration - certification of hardship withdrawals and determination letter program Paid leave proposals and issues - Healthy Families Act, S.497/H.R. 932, Working Families Flexibility Act, S. 233 Student loan repayment benefit - Employer Participation in Student Loan Assistance Act - S. 2467/H.R. 3861 Missing Participants | Centers For Medicare and Medicaid Services (CMS),Equal Employment Opportunity Commission (EEOC),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of | 197550 | 0 | 0 | 2016-07-18T16:05:34.537000-04:00 | |
| 1846951 | NATIONWIDE MUTUAL INSURANCE COMPANY 7fd75556-8a28-4e6a-a87f-030f0e1e4d6c | Q2 | NATIONWIDE MUTUAL INSURANCE COMPANY | 26411 | NATIONWIDE MUTUAL INSURANCE COMPANY | 2016 | 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 HR 2029 - Making appropriations for military construction, the Department of Veterans Affairs, and related agencies for the fiscal year ending September 30, 2016, and for other purposes HR 4294- SAVERS Act of 2015 - Amends the Internal Revenue Code of 1986 to require an affirmative vote by Congress before any final rule by the Department of Labor regarding the definition of fiduciary goes into effect. Should Congress fail to approve, - outlines requirements for a new fiduciary standard that would take effect HR 4293- Affordable Retir… | Federal Deposit Insurance Corporation (FDIC),Federal Emergency Management Agency (FEMA),Federal Reserve System,Health & Human Services, Dept of (HHS),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Transportation, Dept of (DOT),Treasury, Dept of,U.S. Copyright Office,U.S. Postal Service (USPS) | 860000 | 0 | 0 | 2016-07-18T16:09:46.523000-04:00 | |
| 1847127 | AKIN GUMP STRAUSS HAUER & FELD 8659b23e-d9c0-4eb2-8664-05d563ed8b8f | Q2 | AKIN GUMP STRAUSS HAUER & FELD | 682 | CAESARS ENTERPRISE SERVICES LLC | 2016 | second_quarter | RET | Issues related to multi-employer pension plans | HOUSE OF REPRESENTATIVES,SENATE | 100000 | 0 | 0 | 2016-07-18T16:48:28.653000-04:00 | |
| 1847405 | THE ESOP ASSOCIATION cf305fcc-a997-49c3-9e79-7c77f61e055b | Q2 | THE ESOP ASSOCIATION | 13858 | ESOP ASSOCIATION | 2016 | 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,specifically S. 1212 and H.R. 2096. | HOUSE OF REPRESENTATIVES | 59289 | 0 | 0 | 2016-07-18T17:38:22.267000-04:00 | |
| 1847544 | STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY 5e00859f-ce68-4d38-9c45-811a860c7afa | Q2 | STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY | 36537 | STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY | 2016 | second_quarter | RET | Implementation and modification to proposed rulemaking entitled, "Definition of the Term Fiduciary; Conflict of Interest Rule - Retirment Investment Advice" published by the U.S. Department of Labor (80 FR 21927) as well as alternative bipartisan legislative approached, such as: H.R. 1090/S. 2497, Retail Investor Protection Act H.R. 4294/S. 2505, the Strengthening Access to Valuable Education and Retirement Support (SAVERS) Act. H.R. 4293/S. 2502, the Affordable Retirement Advice Protection (ARAP) Act. S. 3040/House (unnumbered), Labor, Health and Human Services Appropriations, 2017 H.J. Res. 88/S.J. Res 33, Resolution of Disapproval. | Commerce, Dept of (DOC),Federal Aviation Administration (FAA),Federal Deposit Insurance Corporation (FDIC),Federal Reserve System,HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Office of Management & Budget (OMB),SENATE,Treasury, Dept of,U.S. Postal Service (USPS) | 560000 | 0 | 0 | 2016-07-18T18:06:27.147000-04:00 | |
| 1847555 | AK STEEL HOLDING CORPORATION 1bc812dc-3751-4153-ae1b-179968835b5a | Q2 | AK STEEL HOLDING CORPORATION | 400326536 | AK STEEL HOLDING CORPORATION | 2016 | second_quarter | RET | PBGC Premiums, HR 4955, the Pension and Budget Integrity Act | Commerce, Dept of (DOC),Energy, Dept of,HOUSE OF REPRESENTATIVES,SENATE,U.S. Trade Representative (USTR) | 208884 | 0 | 0 | 2016-07-18T18:07:31.707000-04:00 | |
| 1847663 | VENN STRATEGIES 066caef7-b498-4a6e-80d5-18c29198258f | Q2 | VENN STRATEGIES | 65191 | AMERIPRISE FINANCIAL INC | 2016 | second_quarter | RET | Legislation and regulation affecting broker-dealers, asset management, life insurance companies and their products, including tax reform, issues related to retirement security, and activities of the Departments of Labor and Treasury. | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of | 60000 | 0 | 0 | 2016-07-18T18:40:43.057000-04:00 | |
| 1847697 | THE MATHIS HARPLE GROUP 82e1187c-10f1-469f-aec6-3fe54282417c | Q2 | THE MATHIS HARPLE GROUP | 322911 | NEW ENGLAND TEAMSTERS & TRUCKING INDUSTRY PENSION FUND | 2016 | second_quarter | RET | Pension Reform legislation | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2016-07-18T18:53:19.853000-04:00 | |
| 1847882 | THORN RUN PARTNERS 7eb13fba-328e-4fb7-9564-ce46c160903f | Q2 | THORN RUN PARTNERS | 400534596 | AARP | 2016 | second_quarter | RET | Social Security changes to benefits and eligibility. P.L.114-144, Older Americans Act Reauthorization Act of 2016. | HOUSE OF REPRESENTATIVES,SENATE | 40000 | 0 | 0 | 2016-07-18T22:01:59.550000-04:00 | |
| 1847901 | THORN RUN PARTNERS 31b0f045-cc85-4d74-bf4c-6a5445c629e6 | Q2 | THORN RUN PARTNERS | 400534596 | JACKSON NATIONAL LIFE INSURANCE COMPANY | 2016 | second_quarter | RET | Rules on plan fiduciaries' responsibilities with respect to brokerage windows in 401(k)s. | HOUSE OF REPRESENTATIVES,SENATE | 50000 | 0 | 0 | 2016-07-18T22:12:21.333000-04:00 | |
| 1848935 | BANK POLICY INSTITUTE 6c449fc3-0314-4a29-83bd-33c55806c9e0 | Q2 | BANK POLICY INSTITUTE | 5290 | BANK POLICY INSTITUTE | 2016 | second_quarter | RET | Issues related to Department of Labors proposed rule-fiduciary rule making, which defines when a person providing investment advice becomes a fiduciary under the Employee Retirement Income Security Act of 1974 (ERISA); Issues related to: Congressional Budget Office (CBO) 10 year budgets and scoring of retirement tax deferrals; H.R. 2029, Consolidated Appropriations Act of 2016; and H.R. 1090, Retail Investor Protection Act; H.R.4293, Affordable Retirement Advice Protection Act; H.R.4294, Strengthening Access to Valuable Education and Retirement Support Act (SAVERS Act) of 2015; S.2502, Affordable Retirement Advice Protection Act; S.2505, SAVERS Act of 2016; S.2497, Retail Investor Protection Act of 2016. Issues related to reforming the U.S. Tax code; (H.J.Res.88; S.J.Res.33); issues related to Open Multiple Employer Plans; issues related to auto enrollment in employer-sponsored plans; issues related to expanding retirement plan coverage; issues related to reducing leakage from the retirement system and ensuring adequate income in retirement. | Consumer Financial Protection Bureau (CFPB),Defense, Dept of (DOD),Federal Housing Finance Agency (FHFA),Federal Reserve System,HOUSE OF REPRESENTATIVES,Housing & Urban Development, Dept of (HUD),Labor, Dept of (DOL),Natl Economic Council (NEC),Office of Management & Budget (OMB),Office of the Comptroller of the Currency (OCC),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of,U.S. Trade Representative (USTR),White House Office | 1100000 | 0 | 0 | 2016-07-19T10:11:45.340000-04:00 | |
| 1849122 | LINCOLN NATIONAL CORPORATION 44cd068f-5184-454b-98ed-d852fad4e75a | Q2 | LINCOLN NATIONAL CORPORATION | 22872 | LINCOLN NATIONAL CORPORATION | 2016 | second_quarter | RET | Issues related to retirement security including: retirement plan standards, savings initiatives, the DOL fiduciary definition reproposal, lifetime income opportunities and public pension reform. S 266 / HR 557 Retirement Security Act of 2015. Issue: retirement security. S 245 / HR 506 Automatic IRA Act of 2015. Issue: retirement security. The Patient Protection and Affordable Care Act. Issue: assessments under state-based insurance exchanges. HR 2656 The Receiving Electronic Statements to Improve Retiree Earnings Act. Issue: electronic disclosure of retirement plan notices. S 1317 / HR 2317 Lifetime Income Disclosure Act. Issue: lifetime income illustration. Draft legislation amending Affordable Care Act provisions on health exchange assessments. Draft legislation to facilitate disability income insurance options for employees. S 2505 / HR 4294 SAVERS Act of 2015. HR 4067 SAVE Act of 2015. | HOUSE OF REPRESENTATIVES,SENATE | 170000 | 0 | 0 | 2016-07-19T10:34:08.673000-04:00 | |
| 1849281 | NATIONAL RURAL LETTER CARRIERS' ASSOCIATION 4e985ba9-f855-4a7c-a920-71f9a94b99f7 | Q2 | NATIONAL RURAL LETTER CARRIERS' ASSOCIATION | 28526 | NATIONAL RURAL LETTER CARRIERS' ASSOCIATION | 2016 | second_quarter | RET | H.R. 711 "Equal Treatment of Public Servants Act of 2015" for any annuitant impacted by the Windfall Elimination Provision (WEP), H.R. 711 would replace the WEP with a new benefit schedule, providing for a more equitable calculation of the WEP. For annuitants impacted by WEP, the bill would reduce their WEP penalty for future payments. The actual dollar reduction would be determined by the Social Security Administration, based upon projected savings attributable to enforcement sections of the bill. The NRLCA has not taken a position on this bill. | HOUSE OF REPRESENTATIVES,SENATE | 125000 | 0 | 0 | 2016-07-19T10:48:14.720000-04:00 | |
| 1849336 | NATIONAL AIR TRAFFIC CONTROLLERS ASSOCIATION aa05a6af-48c9-4a26-8747-a3981a22c77e | Q2 | NATIONAL AIR TRAFFIC CONTROLLERS ASSOCIATION | 26477 | NATIONAL AIR TRAFFIC CONTROLLERS ASSOCIATION | 2016 | second_quarter | RET | Air Traffic Control retirement issue eligibility. Controller staffing, COLA, Thrift Savings Plan, federal pensions. CIP, FERS/CSRS. Sequestration. Federal Employee Tax. FEHBP. Impact of government shutdown. HR5341 - recalculation of basic annuity benefits for certain air traffic controllers. HR636, Sec. 4205 - Computation of Basic Annuity for Certain Air Traffic Controllers. | Federal Aviation Administration (FAA),HOUSE OF REPRESENTATIVES,SENATE,Transportation, Dept of (DOT),White House Office | 263000 | 0 | 0 | 2016-07-19T10:54:57.783000-04:00 | |
| 1849475 | GENWORTH FINANCIAL, INC. f19b09f8-a7f1-4793-bce6-7d00356337b8 | Q2 | GENWORTH FINANCIAL, INC. | 302118 | GENWORTH FINANCIAL, INC. | 2016 | second_quarter | RET | None this quarter | Federal Housing Finance Agency (FHFA),HOUSE OF REPRESENTATIVES,Housing & Urban Development, Dept of (HUD),SENATE | 420000 | 0 | 0 | 2016-07-19T11:07:47.723000-04:00 | |
| 1849617 | MCGUIREWOODS CONSULTING (A SUBSIDIARY OF MCGUIREWOODS LLP) 9f4276b6-d466-421a-8797-bfe9a0e13be7 | Q2 | MCGUIREWOODS CONSULTING (A SUBSIDIARY OF MCGUIREWOODS LLP) | 24486 | ALTRIA CLIENT SERVICES | 2016 | second_quarter | RET | Issues related to taxation of insurance companies, insurance products and retirement accounts | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2016-07-19T11:18:36.037000-04:00 | |
| 1849718 | AMERICAN FEDERATION OF STATE, COUNTY AND MUNICIPAL EMPLOYEES 3d4dd809-7301-4f1b-9e06-f52d0f3cae13 | Q2 | AMERICAN FEDERATION OF STATE, COUNTY AND MUNICIPAL EMPLOYEES | 2321 | AMERICAN FEDERATION OF STATE COUNTY AND MUNICIPAL EMPLOYEES | 2016 | second_quarter | RET | HR 5278- Puerto Rico Fiscal Crisis HR 5367- Seniors' Security Act of 2016 HR 711- Windfall Elimination Provision under Social Security Government Pension Offset under Social Security HR 973, S 1651- Social Security Fairness Act of 2015 Social Security Coverage for Home Care Workers HR 4822- Public Pensions and Pension Transparency Act SAFE Retirement Act | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Social Security Administration (SSA),Treasury, Dept of,U.S. Trade Representative (USTR),White House Office | 650000 | 0 | 0 | 2016-07-19T11:23:46.380000-04:00 | |
| 1850641 | INVESTMENT COMPANY INSTITUTE f8ab5cef-22bc-402f-972b-cc7607f58797 | Q2 | INVESTMENT COMPANY INSTITUTE | 20128 | INVESTMENT COMPANY INSTITUTE | 2016 | second_quarter | RET | S. 266 - Retirement Security Act of 2015 (Collins) S. 1317 - Lifetime Income Disclosure Act (Isakson) S. 2472 - American Savings Account Act of 2016 (Merkley) S. 2502 - Affordable Retirement Advice Protection Act (Isakson) S. 2505 - Strengthening Access to Valuable Education and Retirement Support Act (Kirk) S.J. Res. 33 - Disapproving the DOL Fiduciary Rule (Isakson) 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) H.R. 4293 - Affordable Retirement Advice Protection Act (Roe) H.R. 4294 - Strengthening Access to Valuable Education and Retirement Support Act(Roskam) H.R. 5450 - American Savings Account Act of 2016 (Huffman) H.J. Res. 88 - Disapproving the DOL Fiduciary Rule (Roe) State-Run Retirement Plans | HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of,White House Office | 1229071 | 0 | 0 | 2016-07-19T12:53:10.877000-04:00 | |
| 1850854 | DEAN FOODS COMPANY 8352e5bb-53d2-4ea0-8fc0-1b4d8f39d01a | Q2 | DEAN FOODS COMPANY | 58396 | DEAN FOODS COMPANY | 2016 | second_quarter | RET | Provisions in the Multiemployer Pension Reform Act of 2014 included in HR 83, the Consolidated and Further Continuing Appropriations Act of 2015; S 2147 and HR 4029; S.1631 and HR 2844. Proposed regulations related to MPRA. | HOUSE OF REPRESENTATIVES,SENATE | 100000 | 0 | 0 | 2016-07-19T13:20:09.537000-04:00 | |
| 1850932 | INTERNATIONAL FEDERATION OF PROFESSIONAL AND TECHNICAL ENGINEERS (IFPTE) ef48978d-680a-4a48-8949-be2355cea15b | Q2 | INTERNATIONAL FEDERATION OF PROFESSIONAL AND TECHNICAL ENGINEERS (IFPTE) | 19968 | INTERNATIONAL FEDERATION OF PROFESSIONAL AND TECHNICAL ENGINEERS (IFPTE) | 2016 | second_quarter | RET | Social Security disability adjudicatory process Federal employee pensions Social Security solvency | HOUSE OF REPRESENTATIVES,SENATE | 28000 | 0 | 0 | 2016-07-19T13:27:16.193000-04:00 |
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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);