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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

262 rows where filing_period = "second_quarter", filing_year = 2017 and issue_code = "RET" sorted by filing_year descending

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issue_code 1

  • RET · 262 ✖

filing_year 1

  • 2017 · 262 ✖

filing_period 1

  • second_quarter · 262 ✖
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
1982697 RNL CONSULTING LLC 8ad79cc4-08a6-4378-a83f-7d2c828bc1c6 Q2 RNL CONSULTING LLC 401104173 GENWORTH FINANCIAL 2017 second_quarter RET On draft tax reform proposals in the House and Senate (no bill numbers yet): tax code support for individual retirement security; potential tax incentives for purchase of retirement savings and insurance products; discussions of structuring tax code to permit pre-tax or post-tax contributions to qualified savings vehicles; tax treatment of insurance companies with respect to reserving for future claims payments. HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,White House Office 25000   0 0 2017-07-03T10:34:45.623000-04:00
1982834 INTERNATIONAL UNION OF POLICE ASSOCIATIONS, AFL-CIO 1b74852e-508d-487b-8ecf-b3e8ed9db436 Q2 INTERNATIONAL UNION OF POLICE ASSOCIATIONS, AFL-CIO 50400 INTERNATIONAL UNION OF POLICE ASSOCIATIONS AFL-CIO 2017 second_quarter RET HR1205, Medicare for those with mandatory retirement age (public safety). HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),SENATE   20000 0 0 2017-07-03T15:53:37.880000-04:00
1982982 NATIONAL FEDERATION OF THE BLIND bba06bbc-85b7-4cb8-9b82-b770f5eff89c Q2 NATIONAL FEDERATION OF THE BLIND 401103561 NATIONAL FEDERATION OF THE BLIND 2017 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)   70000 0 0 2017-07-05T11:14:13.650000-04:00
1983020 MWR CONSULTING a4d145ac-53e8-4875-aebb-0fe124543d81 Q2 MWR CONSULTING 401104301 HOLLISTER, INC. 2017 second_quarter RET Employee Retirement Income Security Act HOUSE OF REPRESENTATIVES,SENATE 45000   0 0 2017-07-05T11:36:09.240000-04:00
1983056 MWR CONSULTING 463ae58e-5b2c-4155-b196-54fd0e37fe81 2A MWR CONSULTING 401104301 HOLLISTER, INC. 2017 second_quarter RET Employee Retirement Income Security Act Centers For Medicare and Medicaid Services (CMS),HOUSE OF REPRESENTATIVES,SENATE 45000   0 0 2017-07-05T11:55:43.047000-04:00
1983218 YODLEE INC. 4abb908e-61be-4cec-a30f-22fbd8f949cb Q2 YODLEE INC. 401104165 YODLEE INC. 2017 second_quarter RET Department of Labor fiduciary rule Consumer Financial Protection Bureau (CFPB),Federal Deposit Insurance Corporation (FDIC),Federal Reserve System,Financial Crimes Enforcement Network (FinCEN),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Office of the Comptroller of the Currency (OCC),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of   90000 0 0 2017-07-05T17:08:51.467000-04:00
1983363 MR. DONALD KANIEWSKI f8a7b354-86ce-46f4-bd7b-65043fd830e6 Q2 MR. DONALD KANIEWSKI 322693 LABORERS INTERNATIONAL UNION OF NORTH AMERICA 2017 second_quarter RET Lobbied in support of reforming multi-employer pension plans and PBGC issues. HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of 45000   0 0 2017-07-06T11:31:47.017000-04:00
1984612 ALBERTINE ENTERPRISES, INC. 0b9b7509-d2a0-4db0-b421-c01a5d117665 Q2 ALBERTINE ENTERPRISES, INC. 795 LAW OFFICE OF BART S. FISHER FOR POSTALIS BRAZIL 2017 second_quarter RET Pension issues relating to his client Postals, Postal Workers of Brazil HOUSE OF REPRESENTATIVES,SENATE 90000   0 0 2017-07-10T15:12:49.653000-04:00
1984840 MR. ROBERT LEVI b5f73727-75f2-4e79-a36d-7f58ccff21a4 Q2 MR. ROBERT LEVI 401104269 UNITED POSTMASTERS AND MANAGERS OF AMERICA 2017 second_quarter RET Issues impacting the Civil Service Retirement System and the Federal Employees Retirement System HR 1205, the Social Security Equity Act HR 873, Thrift Savings Plan Modernization Act Federal Retirement Thrift Investment Board,HOUSE OF REPRESENTATIVES,Office of Personnel Management (OPM),Postal Regulatory Commission,SENATE,U.S. Postal Service (USPS) 20000   0 0 2017-07-11T09:11:36.190000-04:00
1984872 MR. MARK REY 32a048e6-060f-4167-b573-045b07e612ee Q2 MR. MARK REY 400454181 NATIONAL OLDER WORKERS CAREER CENTER 2017 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 2017-07-11T10:34:29.043000-04:00
1985017 HOLLAND & KNIGHT LLP e6bacc9c-1128-4f5c-b4b5-c847afa3e8a8 Q2 HOLLAND & KNIGHT LLP 18466 CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. 2017 second_quarter RET Educating members of Congress and staff on the Department of Labor's Conflict of Interest Rule. HOUSE OF REPRESENTATIVES,SENATE 40000   0 0 2017-07-11T13:18:07.687000-04:00
1985408 PETER TURZA 3a6a6ff3-b1fc-4cd4-92e2-5af143d7ad88 Q2 PETER TURZA 401103236 ABF FREIGHT SYSTEMS, INC. 2017 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. HOUSE OF REPRESENTATIVES,SENATE 50000   0 0 2017-07-11T21:38:42.320000-04:00
1985443 WILLIAMS AND JENSEN, PLLC 819ff22e-cc3f-48df-9d01-e1bd62500bbb Q2 WILLIAMS AND JENSEN, PLLC 41454 AMERICAN EQUITY INVESTMENT LIFE HOLDING COMPANY 2017 second_quarter RET Benefit distributions in the form of annuities. Fiduciary Rule. HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of 30000   0 0 2017-07-12T08:32:01.940000-04:00
1985509 SOCIAL SECURITY WORKS 648850f6-4a2d-4c06-bd96-b641f4c8d146 Q2 SOCIAL SECURITY WORKS 401048957 SOCIAL SECURITY WORKS 2017 second_quarter RET ​Social Security Expansion Medicare Expansion Against, American Health Care Act & Better Care Reconciliation Act Lowering Prescription Drug Prices The People's Budget Against, the President's Budget (SSDI cuts) Against SSI Cuts in MIECHV Reauthorization Against cabinet nominees (Price, Mulvaney, Mnuchin) HOUSE OF REPRESENTATIVES,SENATE,Social Security Administration (SSA)   12000 0 0 2017-07-12T09:50:22.357000-04:00
1985617 NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE c05a1142-e8a4-4b7f-8ed8-c59ebf25fef7 Q2 NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE 27467 NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE 2017 second_quarter RET Social Security Trust Fund Reallocation. H. Res. 5. Adopting rules for the 115th Congress. Provision creating a point of order to legislation reallocating funds from the Social Security Old Age and Survivors Insurance (OASI) Trust Fund to the Disability Insurance Trust Fund. Cost of Living Adjustment Relief. H.R. 1251, CPI-E Act of 2017; H.R. 1902, Social Security 2100 Act; H.R. 2855, Social Security for Future Generations Act of 2017; H.R. 2896, the Fair COLA for Seniors Act of 2017: Proposals to adopt the Consumer Price Index for the Elderly (CPI-E) for the purpose of determining COLAs for Social Security beneficiaries. Social Security Expansion. H.R. 1902, Social Security 2100 Act; H.R. 1114/S. 427, Social Security Expansion Act; H.R. 2855, Social Security for Future Generations Act of 2017: Proposals to improve benefits and to strengthen Social Security's financing by altering the payroll tax cap, among other changes. Caregiver Social Security Credits. (No bill.) Proposals to provide Social Security wage credits for individuals who reduce their participation in the workforce or leave the workforce to provide care to specified family members and relatives. Social Security Commission. (No bill.) Proposals to require a commission to make recommendations for achieving solvency of the Social Security trust funds for 75 years. Social Security Reform. (No bill.) Proposals to achieve solvency of the Social Security trust fund by cutting benefits. Supplemental Security Income (SSI). (No bill.) 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. Government Pension Offset and Windfall Elimination Provision. H.R. 1205, Social Security Fairness Act of 2017: Proposals to repeal the Government Pension Offset and Windfall Elimination Provision. Protecting Social Security Benefits from Administrative Offset. (No bill.) Proposal to restore the protections of previous law preventing the governmen… Administration on Aging,Centers For Medicare and Medicaid Services (CMS),Executive Office of the President (EOP),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),Labor, Dept of (DOL),Natl Economic Council (NEC),Office of Management & Budget (OMB),President of the U.S.,SENATE,Social Security Administration (SSA),Treasury, Dept of,Vice President of the U.S.   270000 0 0 2017-07-12T10:48:23.963000-04:00
1985637 WILLIAMS AND JENSEN, PLLC b3f0948d-be85-49fe-8091-ceb577b93e8e Q2 WILLIAMS AND JENSEN, PLLC 41454 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 2017 second_quarter RET Legislation and regulations affecting public pension plan. HOUSE OF REPRESENTATIVES,SENATE 50000   0 0 2017-07-12T11:10:56.520000-04:00
1985654 WILLIAMS AND JENSEN, PLLC b0be6481-bed1-4102-b099-6a41c0dbb65b Q2 WILLIAMS AND JENSEN, PLLC 41454 TRANSAMERICA COMPANIES (FORMLY AEGON) 2017 second_quarter RET Legislation impacting retirement plans; multiple employer plans. Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,SENATE 70000   0 0 2017-07-12T11:22:20.173000-04:00
1985663 WILLIAMS AND JENSEN, PLLC 83a3b152-ec98-4750-8a03-9ebc6260a944 Q2 WILLIAMS AND JENSEN, PLLC 41454 AMERICAN COUNCIL OF LIFE INSURERS 2017 second_quarter RET Legislation and proposals impacting retirement plans. Fiduciary proposals. HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,White House Office 60000   0 0 2017-07-12T11:23:26.440000-04:00
1985840 KEVIN KAYES 5ce7ed62-ae91-4301-9780-f896aa8a21e0 Q2 KEVIN KAYES 401104434 ARCBEST 2017 second_quarter RET Multi-employer pension plans HOUSE OF REPRESENTATIVES,SENATE 40000   0 0 2017-07-12T13:22:10.750000-04:00
1986234 AMERICAN COUNCIL OF LIFE INSURERS badec123-9883-4a74-be03-6aa4c22fa855 Q2 AMERICAN COUNCIL OF LIFE INSURERS 2115 AMERICAN COUNCIL OF LIFE INSURERS 2017 second_quarter RET H.R. 854 - the Retirement Security for American Workers Act. Issue: expanding retirement savings plans. S. 1383: Retirement Security Act of 2017. Issue: retirement security House GOP Blueprint on Tax Reform H.R. 2055/ S. 868 - Lifetime Income Disclosure Act. Issue: lifetime income illustration S. 1321, the Affordable Retirement Advice Protection Act. Issue: alternative to the DOL fiduciary rule H.R. 2823, the Affordable Retirement Advice for Savers Act. Issue: alternative to the DOL fiduciary rule H.J. Res 66 (PL 115-35), Resolution disapproving the DOL rule related to state based retirement plans H.J. Res 67 (PL 115-24), Resolution disapproving the DOL rule related to municipality based retirement plans. S. 1379, the Graduate Student Savings Act. Issue: promotes retirement savings for graduate students H.R. 2030, Savings Enhancement by Alleviating Leakage in 401(k) Savings Act. Issue: prevents retirement savings leakage Pub.L. 111-148-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. H.R. ___/S.___ Draft legislation amending Affordable Care Act provisions on health exchange assessments. Issue: Health Exchange Assessments Public Law No: 114-254- Further Continuing and Security Assistance Appropriations Act. Section 172, regarding funding to address the Social Security Disability Insurance (SSDI) hearing backlog for FY17 expires April 28, 2017. Issue: disability insurance H.R.____/S._____ FY17 appropriations beyond April 28, Maintain Section 172 of Further Continuing and Security Assistance Appropriations Act regarding funding to address the Social Security Disability Insurance (SSDI) hearing backlog. Issue: disability insurance H.R. ___/S.___ Draft legislation on tax treatment and consumer financing for long-term care insurance. Issue: expanding long term care insurance coverage H.R.____/S._____ Draf… HOUSE OF REPRESENTATIVES,SENATE   1132000 0 0 2017-07-13T10:05:32.617000-04:00
1986442 NAVIGATORS GLOBAL LLC (FORMERLY DC NAVIGATORS, LLC) 74b5794f-cd21-4147-8e25-ff1fbbcf1c14 Q2 NAVIGATORS GLOBAL LLC (FORMERLY DC NAVIGATORS, LLC) 85071 UNITED PARCEL SERVICE 2017 second_quarter RET General issues - no specific legislation HOUSE OF REPRESENTATIVES,SENATE 40000   0 0 2017-07-13T11:25:56.580000-04:00
1987019 CAPITOL CITY GROUP, LTD. aa11c119-b1df-4085-a311-5ca3e48ca338 Q2 CAPITOL CITY GROUP, LTD. 52903 ASCENSUS, INC. 2017 second_quarter RET issues pertaining to retirement rules; H.J.Res.66 Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees. HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2017-07-13T16:48:16.473000-04:00
1987058 THE CHARLES GROUP, LLC fef0a008-1198-4a4e-9090-7903d5c21a92 Q2 THE CHARLES GROUP, LLC 53458 ASSOCIATION OF MATURE AMERICAN CITIZENS, INC. 2017 second_quarter RET Creation of Social Security IRA and other Social Security reforms Executive Office of the President (EOP),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,SENATE 10000   0 0 2017-07-13T17:30:46.523000-04:00
1987423 NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC. 9393ea79-e020-461e-8708-99ead1b3ea68 Q2 NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC. 26980 NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC. 2017 second_quarter RET Law Enforcement Officers Equity Act, Social Security Fairness Act, mandatory Social Security, protecting state and local public pensions Bureau of Justice Assistance,HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),Office of Justice Program,SENATE,White House Office   40000 0 0 2017-07-14T12:15:25.413000-04:00
1987501 THE ESOP ASSOCIATION 1a39531c-4482-46be-bddf-7095140572c6 Q2 THE ESOP ASSOCIATION 13858 ESOP ASSOCIATION 2017 second_quarter RET Any proposed legislation in relationship to ESOPs, employee ownership issues and generally all legislative proposals to amend the Employee Retirement Security Act of 1974. Above areas include tax and labor law issues embedded in the Employee Retirement Security Act of 1974 and the Federal Internal Revenue Code.     64154 0 0 2017-07-14T12:48:34.343000-04:00
1987664 LINCOLN NATIONAL CORPORATION fccbbaaa-5bea-40e9-984f-d81e54f0f8c4 Q2 LINCOLN NATIONAL CORPORATION 22872 LINCOLN NATIONAL CORPORATION 2017 second_quarter RET Issues related to retirement security including: retirement plan standards, savings initiatives, the DOL fiduciary definition, lifetime income opportunities and public pension reform. PL 111-148 The Patient Protection and Affordable Care Act. Issue: assessments under state-based insurance exchanges. HR 2055 / S 868 Lifetime Income Disclosure Act. Issue: lifetime income illustration. Draft legislation to facilitate disability income insurance options for employees. Retirement Improvements and Savings Enhancement Act Discussion Draft. House GOP Blueprint on Tax Reform. Issue: retirement security. HR 2823 The Affordable Retirement Advice for Savers Act. Issue: fiduciary rule. S 1321 The Affordable Retirement Advice Protection Act. Issue: fiduciary rule. HJRes 66 (PL 115-35), Resolution disapproving the DOL rule related to state based retirement plans. HJRes 67 (PL 115-24), Resolution disapproving the DOL rule related to municipality based retirement plans. HOUSE OF REPRESENTATIVES,SENATE   290000 0 0 2017-07-14T13:59:51.197000-04:00
1987871 NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS 82e524f8-b061-446a-82d6-4ece97957d76 Q2 NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS 26901 NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS 2017 second_quarter RET Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 355, H.J.Res. 66, H.J.Res. 67, S.J.Res.32, and S.J.Res.33. 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   565000 0 0 2017-07-14T15:31:49.817000-04:00
1987952 P STREET PROJECT, INC. 32c805e4-da7f-4fe7-9934-2cbbf01adb75 Q2 P STREET PROJECT, INC. 400637928 P STREET PROJECT, INC. 2017 second_quarter RET Expansion of Social Security HOUSE OF REPRESENTATIVES,SENATE   20000 0 0 2017-07-14T16:15:02.727000-04:00
1987976 DYKEMA GOSSETT PLLC 1a3ea5bc-92d2-455a-ae3a-383440b912e1 Q2 DYKEMA GOSSETT PLLC 12915 THE ERISA INDUSTRY COMMITTEE 2017 second_quarter RET PBGC premiums. ERISA 420; all provisions. Tax reform and impact on employer-sponsored retirement plans. Receiving Electronic Statements to Improve Retiree Earnings (RETIRE) Act; all provisions. H.R. 761 - Pension and Budget Integrity act (PBIA). IRS Notice 2015-19 - Revisions to the Employee Plans Determination Letter Program. S. 270 Pension and Budget Integrity Act General issues and regulations: pension and retirement proposals Department of Labor Definition of Fiduciary regulations. De-risking defined benefit plans. EEO-1 Form Changes. Frozen defined benefit plans and nondiscrimination testing. Lifetime income illustrations on benefit statements. Tuition Reimbursement (Section 127 of the Internal Revenue Code)and student loan debt relief. Treasury and IRS proposals and final regulations implementing the cash balance and pension equity plan provisions of the Pension Protection Act of 2006 (PPA). 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 2017-07-14T16:38:20.237000-04:00
1988137 LEDGE COUNSEL, INC. a18d605c-43e9-44d9-a3c1-a8f0ef2ae061 Q2 LEDGE COUNSEL, INC. 22438 NATIONAL ACTIVE AND RETIRED FEDERAL EMPLOYEES ASSOCIATION 2017 second_quarter RET Civil service retirement 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 2017-07-15T12:41:40.043000-04:00
1988270 MULLETT STRATEGIES LLC bdb23963-d313-4e54-95b9-d3b411cea0e3 Q2 MULLETT STRATEGIES LLC 401103987 YRC ENTERPRISE SERVICES, INC 2017 second_quarter RET Multi-employer pension plan legislative change or relief. Federal Motor Carrier Safety Administration,HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2017-07-16T15:16:51.343000-04:00
1988372 TREA SENIOR CITIZENS LEAGUE 18c28c1a-fb5c-4ce2-8332-e4cb5166f2aa Q2 TREA SENIOR CITIZENS LEAGUE 38426 TREA SENIOR CITIZENS LEAGUE 2017 second_quarter RET Social Security Notch Reform: H.R. 867, Social Security Trust Fund Protection: H.R. 1113, Social Security Reform: H.R. 1114 and S. 427 and H.R. 1205 and H.R. 1583 and H.R. 1631 and H.R. 1902 and H.R. 2855, Social Security Consumer Price Index for the Elderly: H.R. 67 and H.R. 991 and H.R. 1251 and H.R. 2016 and H.R. 2896, Prevention of Fraud, Waste, and Abuse: H.R. 624. HOUSE OF REPRESENTATIVES,SENATE     0 0 2017-07-17T08:26:16.733000-04:00
1988697 WILLIAMS AND JENSEN, PLLC c665971f-5f63-46ef-b538-7ba18a65e857 Q2 WILLIAMS AND JENSEN, PLLC 41454 TD AMERITRADE 2017 second_quarter RET Department of Labor Fiduciary proposal. HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE 50000   0 0 2017-07-17T10:48:14.563000-04:00
1988801 NATIONAL BEER WHOLESALERS ASSOCIATION c3192c3a-9d65-482e-be8b-d7e5cdcb6605 Q2 NATIONAL BEER WHOLESALERS ASSOCIATION 27274 NATIONAL BEER WHOLESALERS ASSOCIATION 2017 second_quarter RET Issues relating to multi-employer pension plans. Alcohol & Tobacco Tax & Trade Bureau (TTB),HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),Labor, Dept of (DOL),SENATE,Treasury, Dept of,U.S. Trade Representative (USTR)   410000 0 0 2017-07-17T11:22:34.567000-04:00
1989239 SIFF & ASSOCIATES PLLC 684a8fdc-3c0c-4cf5-84a1-5aaee2cc2226 Q2 SIFF & ASSOCIATES PLLC 400665998 CENTER FOR CAPITAL MARKETS COMPETITIVENESS, U.S. CHAMBER OF COMMERCE 2017 second_quarter RET May 30, 2017 public meeting to discuss the U.S. Department of Labor's May 22, 2017 guidance regarding the "Definition of the Term 'Fiduciary'; Conflict of Interest Rule-Retirement Investment Advice" final rule; RIN 1210-AB32; 81 FR 20945 (April 8, 2016). Possible revisions to EBSA Interpretative Guidance concerning the voting of proxies of ERISA plans and factors that a fiduciary may consider in doing so. Potential relationship of efforts to fund infrastructure and EBSA Interpretative Guidance concerning standards for a fiduciary's decision to invest plan assets in investments that are selected for the economic benefits they create in addition to the investment return they produce for an employee benefit plan. HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE 40000   0 0 2017-07-17T13:39:11.557000-04:00
1989442 SQUIRE PATTON BOGGS 6d86a035-236d-4dde-9e51-0258f89fed41 2T SQUIRE PATTON BOGGS 30906 NATIONAL CONFERENCE ON PUBLIC EMPLOYEE RETIREMENT SYSTEMS 2017 second_quarter RET Congressional Review Act (HJ Res 66 - Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees) SENATE 20000   0 1 2017-07-17T14:28:32.140000-04:00
1989652 BUILDING AND CONSTRUCTION TRADES DEPT., AFL-CIO 7bbe8c0b-9c96-4d01-b168-d52cfdf9b538 Q2 BUILDING AND CONSTRUCTION TRADES DEPT., AFL-CIO 7383 BUILDING AND CONSTRUCTION TRADES DEPT AFL-CIO 2017 second_quarter RET Multi-Employer Pension Plan Reform - Lobbied to promote general pension reform that will help trustees strengthen pension plans with the cooperation of both labor and management. No bill. Energy, Dept of,Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,SENATE   170000 0 0 2017-07-17T14:57:46.927000-04:00
1989687 NATIONAL AIR TRAFFIC CONTROLLERS ASSOCIATION 1952a769-2e14-4938-8092-9961fc848457 Q2 NATIONAL AIR TRAFFIC CONTROLLERS ASSOCIATION 26477 NATIONAL AIR TRAFFIC CONTROLLERS ASSOCIATION 2017 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. Merit Systems Protection Board. HR 1364 - Official Time Reform Act. Federal Aviation Administration (FAA),HOUSE OF REPRESENTATIVES,SENATE,Transportation, Dept of (DOT),White House Office   237000 0 0 2017-07-17T15:01:09.410000-04:00
1989734 CASSIDY & ASSOCIATES, INC. ee55853c-9814-4b94-b43b-bcd0aa24f910 Q2 CASSIDY & ASSOCIATES, INC. 8453 SOCIETY OF ACTUARIES 2017 second_quarter RET General legislative issues related to actuarial profession HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of 20000   0 0 2017-07-17T15:09:42.113000-04:00
1989951 NATIONAL ASSOCIATION FOR THE ADVANCEMENT OF COLORED PEOPLE a92cea2a-21be-471c-bc80-72a8a9abd472 Q2 NATIONAL ASSOCIATION FOR THE ADVANCEMENT OF COLORED PEOPLE 48975 NATIONAL ASSOCIATION FOR THE ADVANCEMENT OF COLORED PEOPLE 2017 second_quarter RET Oppose delay in fiduciary rule Support H.R. 1251, the CPI-E bill Oppose H, J, Res. 66, a resolution of disapproval to nullify a rule by the previous Department of Labor that exempts certain state-administered retirement programs from select federal regulations Agriculture, Dept of (USDA),Bureau of Alcohol Tobacco Firearms & Explosives,Centers For Medicare and Medicaid Services (CMS),Consumer Financial Protection Bureau (CFPB),Education, Dept of,Election Assistance Commission (EAC),Environmental Protection Agency (EPA),Equal Employment Opportunity Commission (EEOC),Federal Communications Commission (FCC),Federal Housing Finance Agency (FHFA),Federal Motor Carrier Safety Administration,Federal Reserve System,Health & Human Services, Dept of (HHS),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Housing & Urban Development, Dept of (HUD),Justice, Dept of (DOJ),Labor, Dept of (DOL),Natl Park Service (NPS),Office of Management & Budget (OMB),Office of the Comptroller of the Currency (OCC),Securities & Exchange Commission (SEC),SENATE,Social Security Administration (SSA),State, Dept of (DOS),Transportation, Dept of (DOT),Treasury, Dept of,White House Office   70000 0 0 2017-07-17T15:55:14.230000-04:00
1990192 RICH FEUER ANDERSON fd5c1408-e5c4-447f-b356-d2923c0ae648 2T RICH FEUER ANDERSON 84775 BIPARTISAN POLICY CENTER ADVOCACY NETWORK 2017 second_quarter RET Proposals to expand access to retirement savings plans and to promote sustainability of Social Security. SENATE 5000   0 1 2017-07-17T16:46:44.237000-04:00
1990610 THORN RUN PARTNERS afeb559f-7280-4145-9b44-bfe57bbd29ac Q2 THORN RUN PARTNERS 400534596 AARP 2017 second_quarter RET Social Security changes to benefits and eligibility. HOUSE OF REPRESENTATIVES,SENATE 40000   0 0 2017-07-18T08:50:47.417000-04:00
1990644 THORN RUN PARTNERS b77e174f-de54-4c90-bf4a-5577661c2f92 Q2 THORN RUN PARTNERS 400534596 JACKSON NATIONAL LIFE INSURANCE COMPANY 2017 second_quarter RET Rules on plan fiduciaries' responsibilities with respect to brokerage windows in 401(k)s. HOUSE OF REPRESENTATIVES,SENATE 60000   0 0 2017-07-18T09:13:17.453000-04:00
1990706 AZOA SERVICES CORP(ALLIANZ OF AMERICA) FORMERLY AZOA SERIVCES CORP/FIREMAN'S FUND(ALLIANZ OF AMERICA adaad4e0-3c0a-4830-a394-d0509e711f25 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 2017 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   530000 0 0 2017-07-18T09:37:58.407000-04:00
1990925 MUTUAL OF OMAHA e9fb3f9d-e5ff-4812-b770-f3c81fe2b411 Q2 MUTUAL OF OMAHA 26284 MUTUAL OF OMAHA 2017 second_quarter RET 1210 -AB71 State run retirement plans rule. 1210-AB32 - Fiduciary Rule definition Defined Benefit plans - legislative changes Defined Contribution Plans - legislative changes S3471 - RESA - replace or repeal of state sponsored retirement plans RISE Act - treatment of student loans, elimination of ROTH conversion, minimum distribution rules S1221, HR 2823 Affordable Retirement Advice Protection Act, Affordable Advice for Savers Act - Fiduciary standard - liability under ERISA HOUSE OF REPRESENTATIVES,SENATE   95000 0 0 2017-07-18T10:40:26.697000-04:00
1990960 OWENS-ILLINOIS, INC 301569df-fd80-466c-b42c-22ca7a689ee7 Q2 OWENS-ILLINOIS, INC 49646 OWENS-ILLINOIS INC 2017 second_quarter RET Pension and retirement issues; PBGC Premiums. Environmental Protection Agency (EPA),HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of   210000 0 0 2017-07-18T10:46:47.120000-04:00
1991241 PUBLIC SPHERE, INC. 593679ec-5f6e-4e97-b3e4-3ecbdfb4f075 Q2 PUBLIC SPHERE, INC. 401104153 BOSTON ASSET MANAGEMENT ASSOCIATION, INC. 2017 second_quarter RET General overview for members and staff. HOUSE OF REPRESENTATIVES,SENATE 50000   0 0 2017-07-18T11:49:15.797000-04:00
1991279 PUBLIC SPHERE, INC. 4928f9d1-f7a2-46ec-ac7b-9e9972a47c90 Q2 PUBLIC SPHERE, INC. 401104153 GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY 2017 second_quarter RET General company overview for members and staff; retirement policy; financial services; pension reform. HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2017-07-18T11:54:41.343000-04:00
1991289 PUBLIC SPHERE, INC. 24a112a5-f94a-4699-8dbf-3805a2e6c054 Q2 PUBLIC SPHERE, INC. 401104153 LPL FINANCIAL, LLC 2017 second_quarter RET General company overview for members and staff. HOUSE OF REPRESENTATIVES,SENATE 30000   0 0 2017-07-18T11:55:45.797000-04:00
1991333 PUBLIC SPHERE, INC. 56d2ea76-44d3-4175-b26b-f17972ebf41f Q2 PUBLIC SPHERE, INC. 401104153 PUTNAM INVESTMENTS 2017 second_quarter RET General company overview for members and staff; retirement policy; tax reform; pension reform HOUSE OF REPRESENTATIVES,SENATE 30000   0 0 2017-07-18T12:02:16.267000-04:00
1991491 UPS (UNITED PARCEL SERVICE) dc6b1c6b-c138-47f4-b757-f9105d86fb3a Q2 UPS (UNITED PARCEL SERVICE) 39223 UPS (UNITED PARCEL SERVICE) 2017 second_quarter RET - MEPPRA Funding - advocate for multi-employer pension reform. Commerce, Dept of (DOC),Defense, Dept of (DOD),Food & Drug Administration (FDA),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE,State, Dept of (DOS),Transportation, Dept of (DOT),Transportation Security Administration (TSA),Treasury, Dept of,U.S. Customs & Border Protection,U.S. Immigration & Customs Enforcement (ICE),U.S. Trade Representative (USTR),White House Office   1290436 0 0 2017-07-18T12:46:57.943000-04:00
1991545 CAPITOL HILL STRATEGIES, LLC 3c692e73-61f0-42ba-8049-d5303bbd4493 Q2 CAPITOL HILL STRATEGIES, LLC 91774 INVESTMENT COMPANY INSTITUTE 2017 second_quarter RET Legislation to enhance retirement plan options. HOUSE OF REPRESENTATIVES,SENATE 40000   0 0 2017-07-18T12:53:18.287000-04:00
1991551 CAPITOL HILL STRATEGIES, LLC 31a18158-d7f9-45c4-bfaa-1ed8abf82cc4 Q2 CAPITOL HILL STRATEGIES, LLC 91774 PRINCIPAL FINANCIAL GROUP 2017 second_quarter RET Issues related to proposed Department of Labor regulations on investment advice (Fiduciary Rule) HOUSE OF REPRESENTATIVES,SENATE 30000   0 0 2017-07-18T12:55:20.820000-04:00
1991558 CAPITOL HILL STRATEGIES, LLC b078cc2b-7227-4720-884c-5dc3b02649ba Q2 CAPITOL HILL STRATEGIES, LLC 91774 PRUDENTIAL FINANCIAL INC 2017 second_quarter RET Legislation to enhance retirement plan options. HOUSE OF REPRESENTATIVES,SENATE 50000   0 0 2017-07-18T12:56:26.490000-04:00
1991663 SUMMIT STRATEGIES GOVERNMENT AFFAIRS LLC 268700bb-1630-42ea-b09a-5c53ff3ce3c6 Q2 SUMMIT STRATEGIES GOVERNMENT AFFAIRS LLC 401103550 THE ASSOCIATION OF UNION CONSTRUCTORS 2017 second_quarter RET Issues related to multiemployer pension reform. HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2017-07-18T13:26:34.400000-04:00
1991989 SQUIRE PATTON BOGGS c0932e28-cfe8-49d1-bdc9-4751f64f949b Q2 SQUIRE PATTON BOGGS 30906 AON SERVICE CORPORATION (FKA AON HEWITT) 2017 second_quarter RET Advice regarding retirement-related legislation and regulatory reform. HOUSE OF REPRESENTATIVES,SENATE 60000   0 0 2017-07-18T14:15:26.390000-04:00
1992083 WINNING STRATEGIES WASHINGTON b0d2b44a-e936-41cc-924a-86dc98b6fecc Q2 WINNING STRATEGIES WASHINGTON 50796 NATIONAL TROOPERS COALITION 2017 second_quarter RET Social Security Fairness Act (H.R. 1205) Social Security Fairness Act of 2017 (S.915) HOUSE OF REPRESENTATIVES,SENATE 10000   0 0 2017-07-18T14:31:29.050000-04:00
1992167 WINNING STRATEGIES WASHINGTON c84ba46a-8af8-43ab-8d22-53c62d24ccc0 Q2 WINNING STRATEGIES WASHINGTON 50796 NEW JERSEY STATE FUNERAL DIRECTORS ASSOCIATION 2017 second_quarter RET Pension and Benefit Legislation HOUSE OF REPRESENTATIVES,SENATE 10000   0 0 2017-07-18T14:43:29.127000-04:00
1992368 K&L GATES, LLP 9db14b92-01c0-4d38-906c-ee036cc331d2 Q2 K&L GATES, LLP 32098 CHARLES SCHWAB & CO., INC. 2017 second_quarter RET H.R. 10, Financial CHOICE Act of 2017, entire bill. Issues related to the Securities and Exchange Commission's request for public comment on a fiduciary duty rule. Regulatory issues regarding fiduciary duties pertaining to investment and retirement security. Securities & Exchange Commission (SEC) 20000   0 0 2017-07-18T15:01:23.130000-04:00
1992374 WINNING STRATEGIES WASHINGTON 4e99945b-9412-4224-b804-1ea10c2f0a03 Q2 WINNING STRATEGIES WASHINGTON 50796 PRUDENTIAL 2017 second_quarter RET Retirement. HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2017-07-18T15:02:25.787000-04:00
1992832 PRINCIPAL FINANCIAL GROUP b8f17061-ff56-4caf-9b9d-81e7a85bd465 Q2 PRINCIPAL FINANCIAL GROUP 32178 PRINCIPAL FINANCIAL GROUP 2017 second_quarter RET H.J. Res 66: This joint resolution nullifies a rule submitted by the Department of Labor's Employee Benefits Security Administration regarding savings arrangements established by states for non-governmental employees. (The rule describes circumstances in which state payroll deduction savings programs with automatic enrollment would not give rise to the establishment of employee pension benefit plans under the Employee Retirement Income Security Act of 1974 [ERISA]. It provides guidance to states designing the programs to reduce the risk of ERISA preemption of state laws and private-sector employers that may be covered by the state laws.) H.J. Res 67: This joint resolution nullifies a rule submitted by the Department of Labor's Employee Benefits Security Administration regarding savings arrangements established by qualified state political subdivisions for non-governmental employees. (The rule amends a final regulation that describes how states may design and operate payroll deduction savings programs for private-sector employees, including programs that use automatic enrollment, without causing the states or private-sector employers to have established employee pension benefit plans under the Employee Retirement Income Security Act of 1974 [ERISA]. The amendment expands the regulation beyond states to cover qualified state political subdivisions and their programs that otherwise comply with the regulation.) HR 761/S270: Pension and Budget Integrity Act of 2017 - This bill prohibits provisions that increase or extend an increase of Pension Benefit Guaranty Corporation (PBGC) premiums from being counted as an offset to determine budget points of order for legislation in the House or the Senate. H.R.854 Retirement Security for American Workers Act: This bill amends the Internal Revenue Code and the Employee Retirement Income Security Act of 1974 (ERISA) to modify the qualification requirements for certain multiple employer retirement plans. A multiple employer plan that meets certain criteria may not be disquali… HOUSE OF REPRESENTATIVES,SENATE   395000 0 0 2017-07-18T15:55:41.887000-04:00
1993156 AFL-CIO 1727217c-5fe0-46bd-97b2-fa331ff0d359 Q2 AFL-CIO 363 AFL-CIO 2017 second_quarter RET -HR 1902: Social Security 2100 Act -Remove Social Security from unified budget-Senate Labor-HHS appropriations -Social Security Expansion legislation (no bill) -SSA hiring freeze -HR 1251-SS CPI-E Act of 2017 -Supplemental insurance restoration act -Protection of social security benefits, restoration act -Social security: benefit limits -Retirement security -H.J. Res 66, 67: Re: savings arrangements for non-government employees -S.731: Social Security Expansion Act - Protecting and Preserving Social Security Act H.R. 179: Miners Protections Act of 2017 Commerce, Dept of (DOC),Defense, Dept of (DOD),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,U.S. Trade Representative (USTR),White House Office   880000 0 0 2017-07-18T16:37:58.033000-04:00
1993174 PORTERFIELD, FETTIG & SEARS, LLC 9b748786-0526-4806-8fe4-11885f7747e4 Q2 PORTERFIELD, FETTIG & SEARS, LLC 305054 STATE FARM INSURANCE COMPANIES 2017 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). Federal Reserve System,HOUSE OF REPRESENTATIVES,SENATE 70000   0 0 2017-07-18T16:39:07.643000-04:00
1993225 WASTE MANAGEMENT, INC. 9b90ba9b-7030-48c9-8c3e-29247179cb65 Q2 WASTE MANAGEMENT, INC. 40692 WASTE MANAGEMENT, INC. 2017 second_quarter RET Pension reform HOUSE OF REPRESENTATIVES,SENATE,Transportation, Dept of (DOT)   999999999 0 0 2017-07-18T16:42:26.673000-04:00
1993361 THE CHARLES SCHWAB CORPORATION 7f29552a-c907-4350-8951-5ebf769917b9 Q2 THE CHARLES SCHWAB CORPORATION 34637 CHARLES SCHWAB CORPORATION 2017 second_quarter RET Department of Labor 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. Legislative proposals related to these rules. Impact of potential tax reform on retirement savings. HOUSE OF REPRESENTATIVES,Office of Management & Budget (OMB),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of,White House Office   520000 0 0 2017-07-18T17:13:03.113000-04:00
1993476 FORSCEY, PLLC 63c742fd-ba86-4588-8c2c-5bdde72241eb Q2 FORSCEY, PLLC 52880 WRITERS GUILD OF AMERICA, WEST 2017 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 2017-07-18T17:50:35.917000-04:00
1993798 ALYSON PARKER 454240cd-58d4-4bc2-a9d2-ea61743f800d Q2 ALYSON PARKER 401104026 NATIONAL RETIREE LEGISLATIVE NETWORK 2017 second_quarter RET Pension issues such as pension plan mergers Centers For Medicare and Medicaid Services (CMS),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE 15000   0 0 2017-07-18T22:08:35.837000-04:00
1994260 NESTLE USA 21fbbbb0-f7e5-4701-950b-337150a1336f Q2 NESTLE USA 29037 NESTLE USA 2017 second_quarter RET Provisions in the Multiemployer Pension Reform Act of 2014 (MPRA) included in H.R. 83, the Consolidated and Further Continuing Appropriations Act, 2015 (Pub. Law 113-235); additional proposals to modernize multiemployer plans; and regulations related to MPRA Agriculture, Dept of (USDA),Centers For Medicare and Medicaid Services (CMS),Executive Office of the President (EOP),Food & Drug Administration (FDA),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of,U.S. Trade Representative (USTR)   675000 0 0 2017-07-19T09:17:45.370000-04:00
1994430 WEBSTER, CHAMBERLAIN & BEAN, LLP 7cfb7fd5-f5f7-4fde-b5ee-36d53c8f5a64 Q2 WEBSTER, CHAMBERLAIN & BEAN, LLP 40830 NATIONAL ORGANIZATION OF SOCIAL SECURITY CLAIMANTS' REPRESENTATIVES 2017 second_quarter RET Social Security issues HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2017-07-19T09:54:53.903000-04:00
1994573 AMERICAN BENEFITS COUNCIL b67d7b4b-3bf9-4df9-aef5-75fe02e4c6c3 Q2 AMERICAN BENEFITS COUNCIL 4675 AMERICAN BENEFITS COUNCIL 2017 second_quarter RET Legislative Protecting American Families Retirement Advice Act - H.R. 355 Pension and Budget Integrity Act of 2017 - S. 270/H.R. 761 Retirement Security for American Workers Act - H.R. 854 Retirement Security Preservation Act of 2017 - S.852/H.R. 1962 Lifetime Income Disclosure Act - S. 868/H.R. 2055 Shrinking Emergency Account Losses Act of 2017 (SEAL Act) - S. 940 Savings Enhancement by Alleviating Leakage in 401(k) Savings Act - H.R. 2030 Keep Our Pension Promises Act - S. 1076 Affordable Retirement Advice Protection Act - S. 1321 Affordable Retirement Advice for Savers Act - H.R. 2823 Regulatory and Other Electronic communication and disclosure of benefits information Mortality table updates Non-discrimination issues affecting defined benefit plans PBGC premiums PBGC Early Warning Program Hybrid plan rules, including Pension Equity Plans Fiduciary Definition Rule Presidential Executive Order: Reducing Regulation and Controlling Regulatory Cost Presidential Executive Order: Core Principles for Regulating the United States Financial System Joint Resolutions disapproving of the U.S. Department of Labors (DOL) regulations validating state-based retirement plans - H.J. RES. 66 & H. J. RES. 67 New Claims Procedures - Disability Benefits (DOL, EBSA) Executive & nonqualified deferred compensation Multiemployer pension plan issues State retirement plan initiatives Plan administration - certification of hardship withdrawals and determination letter program Paid leave proposals and issues Student loan repayment benefit Missing Participants Tax reform - employer sponsored retirement tax incentives and other proposals Fiscal Year FY 2018 federal budget outline: provisions impacting employer-sponsored benefits Centers For Medicare and Medicaid Services (CMS),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,White House Office   276797 0 0 2017-07-19T10:20:24.487000-04:00
1994618 FINANCIAL EXECUTIVES INTERNATIONAL 59e1ebf1-4b8f-4dcd-a202-9d8602f72d2d Q2 FINANCIAL EXECUTIVES INTERNATIONAL 14520 FINANCIAL EXECUTIVES INTERNATIONAL 2017 second_quarter RET Retirement plans; tax policy related to retirement plans, nondiscrimination testing in pension plans, multiemployer defined benefit pension plans; PBGC premium increases Commodity Futures Trading Commission (CFTC),Defense Contract Audit Agency (DCAA),Defense, Dept of (DOD),Federal Deposit Insurance Corporation (FDIC),Federal Reserve System,Government Accountability Office (GAO),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Natl Economic Council (NEC),Pension Benefit Guaranty Corporation (PBGC),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of   25674 0 0 2017-07-19T10:23:52.407000-04:00
1994636 UNITED MINE WORKERS OF AMERICA e013c990-aa63-4a88-87b1-6adadd4a709d Q2 UNITED MINE WORKERS OF AMERICA 39187 UNITED MINE WORKERS OF AMERICA 2017 second_quarter RET S. 175/HR 179 The Miners Protection Act S. 176/HR 1613 HELP for Coal Miners Act of 2017 S. 1105/HR 1473 The Miners Pension Protection Act HR 1628 American Health Care Act (AHCA) or Better Care Reconciliation Act of 2017 (BCRA) HOUSE OF REPRESENTATIVES,Interior, Dept of (DOI),SENATE   170871 0 0 2017-07-19T10:26:00.207000-04:00
1994712 DAVIS & HARMAN LLP 0bfd2707-367b-4686-b8ff-51045f6c082d Q2 DAVIS & HARMAN LLP 11674 AMERICAN BENEFITS COUNCIL 2017 second_quarter RET Proposals related to retirement plan enhancements. Proposals relating to defined benefit plans, including plan funding and multiemployer plan issues. Issues related to tax incentives for retirement savings. Proposals related to stemming leakage from retirement plans through reform of plan loan rules. Proposals related to stable value investment offerings in defined contribution plans. Proposals related to phased retirement. Proposals to increase PBGC premiums. Proposals related to retirement target date funds. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans. Issues related to PBGC collections and PBGC disclosure issues. Proposals related to electronic disclosure of information under ERISA. Proposals regarding compliance of retirement plans. Issues related to use of brokerage windows in defined contribution plans. Proposals to reform the multiple employer plan rules. Proposals to modify required minimum distribution rules. Proposals that would modify limits on retirement plan contributions. Proposals related to stretch IRAs. Issues related to access to death master file. Issues related to government issues mortality tables. Proposals to amend the nondiscrimination provisions to protect older, longer service employees. Issues related to swap, margin, and capital rules. State-administered retirement plan initiatives. Annuitization with respect to defined benefit plans. QLACs. Effects of corporate integration on retirement plans. House Republican Task Force Blueprint. Proposals that would consolidate various retirement and IRA types. Proposals to create a retirement lost and found. H.J. Res. 66, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees. H.J. Res. 67, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established … HOUSE OF REPRESENTATIVES,Pension Benefit Guaranty Corporation (PBGC),SENATE,White House Office 70000   0 0 2017-07-19T10:37:58.003000-04:00
1995065 BUCHANAN INGERSOLL & ROONEY PC a256b7e2-63a7-4930-86fa-593515c6041d Q2 BUCHANAN INGERSOLL & ROONEY PC 55291 THE RITESCREEN COMPANY, LLC 2017 second_quarter RET Development of companys government relations objectives and strategy with respect to Coal Act retirees issue. HOUSE OF REPRESENTATIVES,SENATE 40000   0 0 2017-07-19T11:15:40.257000-04:00
1995100 UNIVERSITY OF IOWA b5860689-908c-40d3-85eb-941e77cd48c8 Q2 UNIVERSITY OF IOWA 49191 UNIVERSITY OF IOWA 2017 second_quarter RET N/A Administration for Children & Families (ACF),Agriculture, Dept of (USDA),Centers For Medicare and Medicaid Services (CMS),Defense, Dept of (DOD),Education, Dept of,Energy, Dept of,Health & Human Services, Dept of (HHS),Health Resources & Services Administration (HRSA),HOUSE OF REPRESENTATIVES,Natl Institutes of Health (NIH),Office of Management & Budget (OMB),SENATE,State, Dept of (DOS),Transportation, Dept of (DOT)   86662 0 0 2017-07-19T11:19:05.057000-04:00
1995193 WASTE MANAGEMENT, INC. 28aec0cd-3c1b-4f86-b43b-1cb36375b4e3 2A WASTE MANAGEMENT, INC. 40692 WASTE MANAGEMENT, INC. 2017 second_quarter RET Pension reform HOUSE OF REPRESENTATIVES,SENATE,Transportation, Dept of (DOT)   200000 0 0 2017-07-19T11:25:49.743000-04:00
1995358 BUCHANAN INGERSOLL & ROONEY PC deef064e-7672-4868-a7c9-f17e8806480a Q2 BUCHANAN INGERSOLL & ROONEY PC 55291 PLAY SHORTSTOP LLC 2017 second_quarter RET Development of government relations strategy relating to clarifying tax treatment of retired national sales directors, IRC Section 1402(k) HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2017-07-19T11:37:40.197000-04:00
1995420 HARBINGER STRATEGIES, LLC f7195f1f-f258-4cfe-9f9c-8aba50b6f019 Q2 HARBINGER STRATEGIES, LLC 401103523 PRINCIPAL FINANCIAL GROUP 2017 second_quarter RET Tax Reform, Retirement Policy, Financial Services HOUSE OF REPRESENTATIVES,SENATE 30000   0 0 2017-07-19T11:43:26.887000-04:00
1995468 NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION e6feff4a-594c-4a02-ac97-c6cae7af0dcd Q2 NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION 28674 NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION 2017 second_quarter RET The association monitors and reacts to policy concepts that may impact its ability to continue providing its high quality Retirement Security Plans to members, their employees, and the association staff at affordable rates and on reasonable terms and conditions. During the reporting period, no issues or introduced measures in this category were focused upon. Agriculture, Dept of (USDA),HOUSE OF REPRESENTATIVES,Office of Management & Budget (OMB),SENATE,White House Office   250000 0 0 2017-07-19T11:48:58.293000-04:00
1995649 HOGAN LOVELLS US LLP d6da80b6-8f2b-47e9-b977-44abac9f6a0f Q2 HOGAN LOVELLS US LLP 18422 CALIFORNIA STATE TEACHERS' RETIREMENT SYSTEM 2017 second_quarter RET Possible proposals to impose mandatory coverage under Social Security of state and local government employees and provide relief under Social Security benefit offsets; proposals regarding Medicare coverage. HOUSE OF REPRESENTATIVES,SENATE 60000   0 0 2017-07-19T12:10:57.513000-04:00
1995718 AMERICAN POSTAL WORKERS UNION, AFL-CIO 6a7bd9d4-70bf-4806-9e9e-e77fcf9c288c Q2 AMERICAN POSTAL WORKERS UNION, AFL-CIO 3138 AMERICAN POSTAL WORKERS UNION AFL-CIO 2017 second_quarter RET H.R. 1251 CPI-E Act of 2017 H.R. 1205 Social Security Fairness Act of 2017 S. 427 Social Security Expansion Act HOUSE OF REPRESENTATIVES,SENATE   97000 0 0 2017-07-19T12:19:50.920000-04:00
1996151 PITTA BISHOP & DEL GIORNO LLC 5750966b-f538-457b-af89-ff7b131ab116 Q2 PITTA BISHOP & DEL GIORNO LLC 400329547 INTERNATIONAL BROTHERHOOD OF TEAMSTERS 2017 second_quarter RET Proposal to create public/private partnership to provide access to employers to fund defined benefit pension plans. Executive Office of the President (EOP),Treasury, Dept of 20000   0 0 2017-07-19T13:18:18.537000-04:00
1996176 XEROX CORPORATION baac0225-ad3c-41b6-b574-a518fd705521 Q2 XEROX CORPORATION 42001 XEROX CORPORATION 2017 second_quarter RET H.R. 761 and S. 270, Pension and Budget Integrity Act - Legislation seeking to prohibit Congress from using PBGC premium increases as a way to balance the federal budget. Commerce, Dept of (DOC),HOUSE OF REPRESENTATIVES,SENATE   320000 0 0 2017-07-19T13:20:35.600000-04:00
1996223 SHEET METAL & AIR CONDITIONING CONTRACTORS NAT'L ASSN db6b09b2-83a7-4b2e-bcf3-cb5a34cbb14b Q2 SHEET METAL & AIR CONDITIONING CONTRACTORS NAT'L ASSN 35068 SHEET METAL & AIR CONDITIONING CONTRACTORS NAT'L ASSN 2017 second_quarter RET Support Davis-Bacon - Oppose amendment to S. Con. Res. 3, The Fiscal Year 2017 Budget Resolution Encourage Vice President-Elect Pence to support Project Labor Agreements (PLA) in federal construction projects where appropriate by sustaining Executive Order 13502 Support Davis-Bacon - Oppose The Transportation Investment Recalibration to Equality (TIRE) Act Oppose "Fair and Open Contracting Act of 2017" - S. 622, H.R. 1552 HOUSE OF REPRESENTATIVES,SENATE     0 0 2017-07-19T13:25:00.100000-04:00
1996742 KELLANOVA 41cbc1e4-6d86-4032-be7a-c1bd3bd69e58 Q2 KELLANOVA 21335 KELLANOVA 2017 second_quarter RET S. 489, Pension Accountability Act; S. 270, Pension and Budget Integrity Act of 2017; H.R. 761, Pension and Budget Integrity Act of 2017 HOUSE OF REPRESENTATIVES,SENATE   100000 0 0 2017-07-19T14:02:50.260000-04:00
1996780 MERCURY PUBLIC AFFAIRS, LLC e42eb78a-dc6b-4711-857b-a6638d09e90d Q2 MERCURY PUBLIC AFFAIRS, LLC 70175 PRIMERICA, INC. 2017 second_quarter RET Department of Labor final rule to change the definition of fiduciary under the Employee Retirement Income Security Act - Conflict of Interest Rule (RIN 1210-AB32); H.R. 1090, the Retail Investor Protection Act, provisions relating to the Department of Labor coordinating retail customer standards of conduct with the Securities and Exchange Commission to minimize regulatory conflicts; H.R. 4293, the Affordable Retirement Advice Protection Act; H.R. 4294, the Strengthening Access to Valuable Education and Retirement Support Act. HOUSE OF REPRESENTATIVES,Office of Management & Budget (OMB),SENATE 20000   0 0 2017-07-19T14:06:16.073000-04:00
1996829 VANGUARD GROUP bbd544c4-06ff-463e-87fe-340a45a957aa Q2 VANGUARD GROUP 291058 VANGUARD GROUP 2017 second_quarter RET Issues in support of providing for electronic delivery of ERISA mandated retirement information Issues related to the Department of Labors proposed fiduciary standard regulations as well as their effective date Issues related to tax incentives for retirement savings; encourage retention of current tax incentives Issues related to employee benefit plan administration Issues related to MyRA Issues related to limitations on retirement plan contributions or assets Issues related to state-based and municipal based retirement plans for private sector workers Issues related to multiple-employer retirement plans Issues related to retirement coverage proposals Issues related to removing the prohibition on 403(b) plans investing in collective investment trusts Issues related to expanding relief under IRS Employee Plans Compliance Resolution Systems (EPCRS) Issues related to auto-enrollment safe harbor Issues related to improving, simplifying, and enhancing retirement plans Issues related to lifetime income options Issues related to federal budget implications for retirement and health benefits Issues related to universal savings account vehicles Commodity Futures Trading Commission (CFTC),Federal Reserve System,Federal Trade Commission (FTC),Government Accountability Office (GAO),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of   590000 0 0 2017-07-19T14:08:48.887000-04:00
1996854 AMERICAN ACADEMY OF ACTUARIES 149d538c-ae4d-4473-9b5e-a543bd136fbc Q2 AMERICAN ACADEMY OF ACTUARIES 1318 AMERICAN ACADEMY OF ACTUARIES 2017 second_quarter RET Lifetime income issues; applications by multiemployer pension plans in critical and declining status to suspend benefits; MPRA applications; report on Social Security benefits; comments on pension related revenue offsets; cash balance plans; Hill briefing on multiemployer plans. Centers For Medicare and Medicaid Services (CMS),Congressional Budget Office (CBO),Government Accountability Office (GAO),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of   61000 0 0 2017-07-19T14:11:03.340000-04:00
1997212 TRANSPORTATION COMMUNICATIONS NATIONAL UNION/IAM (FKA TRANSPORTATION COMMUNICATI 4708e15d-be05-4a2f-936f-971a0aab17df Q2 TRANSPORTATION COMMUNICATIONS NATIONAL UNION/IAM (FKA TRANSPORTATION COMMUNICATI 38368 TRANSPORTATION COMMUNICATIONS NATIONAL UNION/IAM (FKA TRANSPORTATION COMMUNICATI 2017 second_quarter RET Railroad Retirement Board - TCU meets periodically with the Railroad Retirement Board to discuss the trust's status as well as occupational disability benefits. AMTRAK - Natl Railroad Passenger Corporation,HOUSE OF REPRESENTATIVES,Railroad Retirement Board,SENATE   250000 0 0 2017-07-19T14:32:01.420000-04:00
1997233 COVINGTON & BURLING LLP 641badd8-a43d-4758-9f4e-ab2fa7c396e2 Q2 COVINGTON & BURLING LLP 11195 JOHN HANCOCK LIFE INSURANCE COMPANY (USA) (FKA JOHN HANCOCK FIN. SERVICES, INC.) 2017 second_quarter RET Retirement security; long term care insurance. HOUSE OF REPRESENTATIVES,SENATE 70000   0 0 2017-07-19T14:34:17.170000-04:00
1997259 INTERNATIONAL BROTHERHOOD OF BOILERMAKERS 2ab1b0b7-4513-4321-bdaa-649a65e8ebb1 Q2 INTERNATIONAL BROTHERHOOD OF BOILERMAKERS 19811 INTERNATIONAL BROTHERHOOD OF BOILERMAKERS 2017 second_quarter RET Multi-employer Pension Reform Energy, Dept of,Environmental Protection Agency (EPA),HOUSE OF REPRESENTATIVES,Office of Management & Budget (OMB),SENATE   90000 0 0 2017-07-19T14:37:39.467000-04:00
1997277 COVINGTON & BURLING LLP ccd7944d-2f08-4325-aab2-cd047a419b6b Q2 COVINGTON & BURLING LLP 11195 UNISYS CORPORATION 2017 second_quarter RET Pension reform. HOUSE OF REPRESENTATIVES,SENATE,White House Office 30000   0 0 2017-07-19T14:39:53.597000-04:00
1997334 NATIONAL ORGANIZATION OF SOCIAL SECURITY CLAIMANTS' REPRESENTATIVES 81322dfd-6e28-488d-bb95-c7ae282e2ea0 Q2 NATIONAL ORGANIZATION OF SOCIAL SECURITY CLAIMANTS' REPRESENTATIVES 28253 NATIONAL ORGANIZATION OF SOCIAL SECURITY CLAIMANTS' REPRESENTATIVES 2017 second_quarter RET Social Security Issues Better Care Reconciliation Act of 2017 - oppose bill American Health Care Act of 2017 (HR 1628) - oppose bill HOUSE OF REPRESENTATIVES,SENATE,Social Security Administration (SSA)   80000 0 0 2017-07-19T14:44:35.107000-04:00
1997378 HARBINGER STRATEGIES, LLC 75a24d9b-4324-4d3f-bdc1-7bd6342821aa Q2 HARBINGER STRATEGIES, LLC 401103523 CAPITAL GROUP 2017 second_quarter RET Monitoring and advocating re:tax reform, pension/retirement policy, and financial services policy. HOUSE OF REPRESENTATIVES,SENATE 60000   0 0 2017-07-19T14:50:07.860000-04:00
1997418 LOCKRIDGE, GRINDAL, NAUEN, PLLP c9b6f8c9-f5c7-4963-8a1a-d4f6e3d4a423 Q2 LOCKRIDGE, GRINDAL, NAUEN, PLLP 23053 HEALTHWORKS 2017 second_quarter RET Affordable Care Act (PL 111-148) Implementation HOUSE OF REPRESENTATIVES,SENATE 10000   0 0 2017-07-19T14:52:34.513000-04:00
1997689 CGCN GROUP, LLC bbf3763c-768a-47f8-b933-561918c9c41d Q2 CGCN GROUP, LLC 76992 INVESTMENT COMPANY INSTITUTE 2017 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 2017-07-19T15:10:39.573000-04:00
1997882 HECHT LATHAM SPENCER & ASSOCIATES, INC., FORMERLY KNOWN AS HECHT SPENCER & ASSOC 6d9263bc-b008-485a-91cc-2184f0589e5b Q2 HECHT LATHAM SPENCER & ASSOCIATES, INC., FORMERLY KNOWN AS HECHT SPENCER & ASSOC 17966 BOY SCOUTS OF AMERICA 2017 second_quarter RET Draft bill to amend Pension Benefit Guarantee Agency premium rules. HOUSE OF REPRESENTATIVES,SENATE 45000   0 0 2017-07-19T15:20:49.827000-04:00
1998177 HANCE SCARBOROUGH a5904583-727a-49d8-b08c-0d165a13c74c Q2 HANCE SCARBOROUGH 17443 ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS 2017 second_quarter RET Issues related to social security benefits for public educators. HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2017-07-19T15:38:01.577000-04:00
1998458 AKIN GUMP STRAUSS HAUER & FELD dd2f0068-4c99-4056-83d1-455b78d43b38 Q2 AKIN GUMP STRAUSS HAUER & FELD 682 FMR LLC 2017 second_quarter RET Retirement savings proposals/issues; state run retirement plans (H.J. Res 66). HOUSE OF REPRESENTATIVES,SENATE 50000   0 0 2017-07-19T15:58:29.423000-04:00
1998486 DAVIS & HARMAN LLP 5c1980db-6822-4178-9ef1-b6d619374c3d Q2 DAVIS & HARMAN LLP 11674 LINCOLN NATIONAL CORPORATION 2017 second_quarter RET Comprehensive pension and retirement savings legislation. HOUSE OF REPRESENTATIVES,SENATE 10000   0 0 2017-07-19T16:01:47.580000-04:00

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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 2382.574ms · Data license: Public Domain (U.S. Government data) · Data source: Federal Register API & Regulations.gov API