lobbying_activities
Data license: Public Domain (U.S. Government data) · Data source: Federal Register API & Regulations.gov API
300 rows where filing_period = "second_quarter", filing_year = 2020 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2460175 | INTERNATIONAL UNION OF POLICE ASSOCIATIONS, AFL-CIO 30f66693-abb0-468a-aea8-feafebd41a81 | Q2 | INTERNATIONAL UNION OF POLICE ASSOCIATIONS, AFL-CIO | 50400 | INTERNATIONAL UNION OF POLICE ASSOCIATIONS AFL-CIO | 2020 | second_quarter | RET | HR 1156, S 521, HR 1210, HR 4527 | HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),SENATE | 20000 | 0 | 0 | 2020-06-15T10:52:56.713000-04:00 | |
| 2460475 | SOUTH RIVER ADVOCACY d38db785-712d-4e6a-aa85-f7aedba67e24 | Q2 | SOUTH RIVER ADVOCACY | 401105418 | UPS | 2020 | second_quarter | RET | S3548, CARES Act advocated to protect multiemployer pensions | 0 | 0 | 2020-06-30T14:55:24.463000-04:00 | |||
| 2460488 | ATLAS ADVOCACY dbd5b772-3539-4688-a91d-b8d2e2e1c3e5 | Q2 | ATLAS ADVOCACY | 401100069 | UNITED MINE WORKERS OF AMERICA | 2020 | second_quarter | RET | HR 935 - Miners Pemsion Protection Act - a bill to provide for transfers to the 1974 UMWA pension plan and a reduction in the minimum age for allowable in-service distributions. | HOUSE OF REPRESENTATIVES,SENATE | 9000 | 0 | 0 | 2020-06-30T17:41:31.667000-04:00 | |
| 2460731 | SOCIAL SECURITY WORKS d773ecf3-4ffb-45f9-b327-c3da99d4a851 | Q2 | SOCIAL SECURITY WORKS | 401048957 | SOCIAL SECURITY WORKS | 2020 | second_quarter | RET | Coronavirus Relief for Seniors and People with Disabilities Act MEALS Act Suspend School Lunch Debt Collection Act Medical Supply Chain Emergency Act Recovery Rebates Improvement Act SNAP Online Purchasing Flexibility Act Emergency Social Security Benefits Improvement Act Health Care Emergency Guarantee Act Medicare Crisis Program Act COVID-19 Recovery for Seniors and People with Disabilities Act Rent and Mortgage Cancellation Act Quality Care for Nursing Home Residents and Workers During COVID-19 Act Nursing Home COVID-19 Protection and Prevention Act TRUST Act Make Medications Affordable by Preventing Pandemic Price-gouging (MMAPPP) Act Taxpayer Research and Coronavirus Knowledge (TRACK) Act | HOUSE OF REPRESENTATIVES,SENATE,Social Security Administration (SSA) | 12000 | 0 | 0 | 2020-07-02T10:06:13.553000-04:00 | |
| 2460768 | FORSCEY, PLLC d3f61fe2-3384-46d4-8268-3fd4e8940d1b | Q2 | FORSCEY, PLLC | 52880 | WRITERS GUILD OF AMERICA, WEST | 2020 | second_quarter | RET | Work H.R.397-Rehabilitation for Multiemployer Pensions Act and in support of proposals to provide a loan program for certain distressed multi-employer plans; reform the MEPRA of 2014 and the funding of the Pension Benefit Guarantee Corporation (PBGC) and the funding of multi-employer pension plans generally. Work on HR 6800, the HEROS Act in support of inclusion of Butch Lewis Act or similar multiemployer pension reform legislation that would provide funding to PBGC to finance the partition of certain Multiemployer Pensions Plans and to permit the amortization by such plans of losses incurred during 2020 and 2021. | Federal Communications Commission (FCC),HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),SENATE | 30000 | 0 | 0 | 2020-07-02T11:50:30.490000-04:00 | |
| 2461255 | THE ESOP ASSOCIATION b49d7e1c-3ef6-4178-b1a5-ff3075db5f71 | Q2 | THE ESOP ASSOCIATION | 13858 | ESOP ASSOCIATION | 2020 | second_quarter | RET | Any proposed legislation potentially impacting ESOP creation and operation, 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, and laws encouraging Federal agencies to promote creation and operation of ESOPs. COVID-19 economic issues and responses to H.R. 6074, Coronavirus Preparedness and Response Supplemental Appropriations Act, 2020, H.R. 6201, Families First Coronavirus Response Act, and H.R. 748, Coronavirus Aid, Relief, and Economic Security Act (CARES ACT), all provisions relating to SBA loans, lending, unemployment, taxes and credit. | HOUSE OF REPRESENTATIVES,SENATE | 60000 | 0 | 0 | 2020-07-06T09:42:13.773000-04:00 | |
| 2461370 | NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION, INC. f27ca04f-c5df-414d-a5d0-432a1b8e53e9 | Q2 | NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION, INC. | 27742 | NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION, INC. | 2020 | second_quarter | RET | Pension Reform Multiemployer Pension Reform The Giving Retirement Options for Workers Act The Butch Lewis Act | HOUSE OF REPRESENTATIVES,Pension Benefit Guaranty Corporation (PBGC),SENATE | 210000 | 0 | 0 | 2020-07-06T13:21:15.237000-04:00 | |
| 2461387 | NATIONAL ASSOCIATION OF POSTAL SUPERVISORS be4a16f2-c15f-4430-8ccb-afcf2bf98454 | Q2 | NATIONAL ASSOCIATION OF POSTAL SUPERVISORS | 401075023 | NATIONAL ASSOCIATION OF POSTAL SUPERVISORS | 2020 | second_quarter | RET | H.R. 1254 -- the Equal COLA Act, legislation to provide the same cost-of-living adjustment for Social Security, Civil Service Retirement System and Federal Employee Retirement System annuitants H.R. 141 & S. 521 -- the Social Security Fairness Act, legislation to repeal the Government pension offset and windfall elimination provisions. H.R. 2478 -- legislation to provide retirement credit for certain federal employees who held temporary positions H.R. 3934 -- legislation to modify the Social Security windfall elimination provision formula | HOUSE OF REPRESENTATIVES,Office of Management & Budget (OMB),Office of Personnel Management (OPM),Postal Regulatory Commission,SENATE,Treasury, Dept of,U.S. Postal Service (USPS) | 15000 | 0 | 0 | 2020-07-06T13:41:18.800000-04:00 | |
| 2461557 | MUNK POLICY & LAW 9e3a43c1-2faa-4ae7-a7af-764416abf3cc | Q2 | MUNK POLICY & LAW | 401105075 | ENTERGY SERVICES LLC | 2020 | second_quarter | RET | Pension smoothing | HOUSE OF REPRESENTATIVES,SENATE,State, Dept of (DOS) | 50000 | 0 | 0 | 2020-07-06T22:49:43.160000-04:00 | |
| 2461707 | BAKERY, CONFECTIONERY, TOBACCO WORKERS AND GRAIN MILLERS INTERNATIONAL UNION 942cc305-d13c-4fc0-86a9-1a13cdf1d883 | Q2 | BAKERY, CONFECTIONERY, TOBACCO WORKERS AND GRAIN MILLERS INTERNATIONAL UNION | 401105346 | BAKERY, CONFECTIONERY, TOBACCO WORKERS AND GRAIN MILLERS INTERNATIONAL UNION | 2020 | second_quarter | RET | S. 2254 - Butch Lewis Act of 2019 | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2020-07-07T11:01:05.473000-04:00 | ||
| 2461731 | HOLLAND & KNIGHT LLP 58ccd676-86b3-4de7-a396-364bb3dc7532 | Q2 | HOLLAND & KNIGHT LLP | 18466 | CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. | 2020 | second_quarter | RET | Educating Members of Congress and staff on the Department of Labor's Conflict of Interest Rule. | HOUSE OF REPRESENTATIVES,SENATE | 50000 | 0 | 0 | 2020-07-07T12:00:22.570000-04:00 | |
| 2461764 | PUBLIC PRIVATE STRATEGIES 158586ef-fca3-4b20-afc4-889c154548ed | Q2 | PUBLIC PRIVATE STRATEGIES | 401104830 | ETSY | 2020 | second_quarter | RET | Portable benefits, including expanded retirement options for microbusiness owners, H.R. 1944, S.972, H.R. 1007 | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Small Business Administration (SBA),Treasury, Dept of,U.S. Trade Representative (USTR),White House Office | 30000 | 0 | 0 | 2020-07-07T12:45:43.427000-04:00 | |
| 2461823 | DOUCET CONSULTING SOLUTIONS, LLC 0adb8174-d28c-4747-a312-f3be831d1dc8 | Q2 | DOUCET CONSULTING SOLUTIONS, LLC | 401104418 | LOUISIANA SHERIFFS' ASSOCIATION | 2020 | second_quarter | RET | Support for enactment of HR. 4540, the Public Servants Protection and Fairness Act, legislation to fix the Windfall Elimination Provision (WEP) for future retirees and provide meaningful relief to current WEP retirees. | HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),SENATE | 10000 | 0 | 0 | 2020-07-07T13:52:15.300000-04:00 | |
| 2461839 | DOUCET CONSULTING SOLUTIONS, LLC 4cdd2ee0-2870-451b-b54d-43816e89a71a | Q2 | DOUCET CONSULTING SOLUTIONS, LLC | 401104418 | WILLIAMS AND JENSEN ON BEHALF OF LOS ANGELES COUNTY EMPLOYEES' RETIREMENT SYSTEM | 2020 | second_quarter | RET | Legislation and regulations affecting public pension plans | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2020-07-07T14:09:27.987000-04:00 | |
| 2462277 | MELTSNER STRATEGIES, LLC 602cf5d2-c124-483d-aac6-77cb725aec76 | Q2 | MELTSNER STRATEGIES, LLC | 401079030 | NATIONAL ORGANIZATION OF SOCIAL SECURITY CLAIMANTS' REPRESENTATIVES | 2020 | second_quarter | RET | Social Security Reform Generally Social Security disability application and appeals process generally (no specific legislation) H.R. 4386 and S. 2496 The Stop the Wait Act (generally no specific section) | HOUSE OF REPRESENTATIVES,SENATE | 22500 | 0 | 0 | 2020-07-08T10:28:20.093000-04:00 | |
| 2462292 | CASSIDY & ASSOCIATES, INC. 61fd6ee5-9edf-41e5-b47a-126a849a5d1f | Q2 | CASSIDY & ASSOCIATES, INC. | 8453 | SOCIETY OF ACTUARIES | 2020 | second_quarter | RET | General legislative issues related to actuarial profession | HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of | 20000 | 0 | 0 | 2020-07-08T10:41:30.950000-04:00 | |
| 2462386 | THORSEN FRENCH ADVOCACY LLC 703416fe-57cf-4391-8653-31d9ee475c59 | Q2 | THORSEN FRENCH ADVOCACY LLC | 400599826 | DIRECTORS GUILD OF AMERICA | 2020 | second_quarter | RET | Multi-employer Pension Reform. | HOUSE OF REPRESENTATIVES,SENATE | 50000 | 0 | 0 | 2020-07-08T11:52:34.957000-04:00 | |
| 2462391 | THORSEN FRENCH ADVOCACY LLC f32e62ef-9463-4890-9045-887bdbfe46eb | Q2 | THORSEN FRENCH ADVOCACY LLC | 400599826 | INTERNATIONAL ALLIANCE OF THEATRICAL STAGE EMPLOYEES | 2020 | second_quarter | RET | Multi-employer pension reform. | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2020-07-08T11:54:37.917000-04:00 | |
| 2462805 | INTERNATIONAL FEDERATION OF PROFESSIONAL AND TECHNICAL ENGINEERS (IFPTE) 79d12e38-49d9-47eb-ba4d-42c4794e56e1 | Q2 | INTERNATIONAL FEDERATION OF PROFESSIONAL AND TECHNICAL ENGINEERS (IFPTE) | 19968 | INTERNATIONAL FEDERATION OF PROFESSIONAL AND TECHNICAL ENGINEERS (IFPTE) | 2020 | second_quarter | RET | Social Security 2100 Act Social Security disability adjudicatory process ALJ judicial independance ALJ competitive service restoration act | HOUSE OF REPRESENTATIVES,SENATE | 55000 | 0 | 0 | 2020-07-09T11:15:46.513000-04:00 | |
| 2462870 | NATIONAL RURAL LETTER CARRIERS' ASSOCIATION ad26d174-c4b8-4aa6-b932-87367f0cb920 | Q2 | NATIONAL RURAL LETTER CARRIERS' ASSOCIATION | 28526 | NATIONAL RURAL LETTER CARRIERS' ASSOCIATION | 2020 | second_quarter | RET | H.R. 4540-"Public Servants Protection and Fairness Act"-this legislation would amend the Social Security Act to provide an equitable Social Security formula for individuals affected by the Windfall Elimination Provision. The NRLCA supports this bill. S. 2791-"Taxpayers and Savers Protection Act", legislation that would ban the investment of Thrift Savings Plan funds into securities listed on mainland Chinese exchanges. The NRLCA opposes this bill. | HOUSE OF REPRESENTATIVES,SENATE,White House Office | 125000 | 0 | 0 | 2020-07-09T12:05:28.213000-04:00 | |
| 2463016 | TREA SENIOR CITIZENS LEAGUE 800aa67d-8555-431a-8cf8-44c5168c52f3 | Q2 | TREA SENIOR CITIZENS LEAGUE | 38426 | TREA SENIOR CITIZENS LEAGUE | 2020 | second_quarter | RET | Social Security Cost of Living Adjustment: H.R. 2302, H.R. 1553, H.R. 46 and H.R. 2787. Social Security Reform: S. 521 and H.R. 1170 and S. 478 and S. 269 and H.R. 860, WEP/GPO: H.R. 141, Notch:H.R. 4570. | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2020-07-09T13:41:32.810000-04:00 | ||
| 2463316 | AZOA SERVICES CORP(ALLIANZ OF AMERICA) FORMERLY AZOA SERIVCES CORP/FIREMAN'S FUND(ALLIANZ OF AMERICA 33b2aef1-314d-4186-82ad-7ff3a7967513 | 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 | 2020 | second_quarter | RET | 401 (k) Disclosure: Track Department of Labor rulemaking regarding 401 (k) fee disclosure. Monitor the SEC's proposed Regulation Best Interest. Lobby in favor of S.3795, the Registered Index Linked Annuity Act of 2020. H.R. 1865, the Further Consolidated Appropriations Act of 2020. Issue: Retirement Security, Inclusion of the SECURE Act within this government funding bill. H.R.1007 - Retirement Enhancement and Savings Act of 2019 (RESA). Issue: retirement security reforms S. 972, Retirement Enhancement and Savings Act of 2019 (RESA). Issue: retirement security reforms H.R. 1997, the Setting Every Community up for Retirement Act. Issue: retirement security reforms H.R. 1439, the Increasing Access to a Secure Retirement Act Issue: Provides a fiduciary safe harbor to the selection of an annuity provider. | Commodity Futures Trading Commission (CFTC),HOUSE OF REPRESENTATIVES,Risk Management Agency,Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of | 580000 | 0 | 0 | 2020-07-10T11:54:28.380000-04:00 | |
| 2463427 | NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS 79d02c8e-05b4-48f0-a72f-bab1eb2f4f9e | Q2 | NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS | 26901 | NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS | 2020 | second_quarter | RET | Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products. Issues related to individuals and business investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties, and safe harbors. | 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 | 529424 | 0 | 0 | 2020-07-10T13:20:00.257000-04:00 | |
| 2463488 | MWR CONSULTING 02b8bddb-f8e6-4bc7-b5ff-28415c6e11e5 | Q2 | MWR CONSULTING | 401104301 | HOLLISTER, INC. | 2020 | second_quarter | RET | Employee Retirement Income Security Act | Centers For Medicare and Medicaid Services (CMS),HOUSE OF REPRESENTATIVES,SENATE | 25000 | 0 | 0 | 2020-07-10T14:51:54.807000-04:00 | |
| 2463810 | NATIONWIDE MUTUAL INSURANCE COMPANY 466ca43a-7620-44b4-be9f-a23714bad0e1 | Q2 | NATIONWIDE MUTUAL INSURANCE COMPANY | 26411 | NATIONWIDE MUTUAL INSURANCE COMPANY | 2020 | second_quarter | RET | -S.1431, Retirement Security and Savings Act - To amend the Internal Revenue Code of 1986 to encourage retirement and family savings, and for other purposes. (Portman/Cardin II) -H.R.1993, to modify the rules relating to multiple employer plans and pooled employer plans and to modify PBGC premiums for CSEC plans. -H.R. 860, the Social Security 2100 Act - To protect our Social Security system and improve benefits for current and future generations. -H.R. 1043, S. 460, the Employer Participation in Repayment Act - This bill expands the tax exclusion for employer-provided educational assistance to include payments of qualified education loans by an employer to either an employee or a lender. -H.R. 4610 (2017), RETIRE Act - authorize the electronic delivery of pension plan documents required to be furnished to a plan participant, beneficiary, or other individual. -H.R.1043; S. 460, Participation in Repayment Act of 2019, Student Debt repayments through employer contributions -H.R.7203 (2018), Long-Term Care Account Act - allows tax-exempt long-term care accounts that are funded using a taxpayer's gains from the sale or assignment of a life insurance contract. -H.R. 1516. S. 647, Wall Street Tax Act - to impose a tax on certain trading transactions S. 1019, Strengthening Financial Security Through Short-Term Savings Act - allow employers to automatically enroll their workers into emergency savings accounts (ESAs) in addition to retirement accounts. S. 1018, Refund to Rainy Day Savings Act -allow individuals to defer receipt of 20 percent of their tax refund for 180 days, at which time the deferred amount is paid with interest. H.R. 2120, S. 1053, Saving for the Future Act - require employers with 10 or more employees to contribute 50 cents for every hour worked by an employee (including part-time employees) to a savings account. H.R. 1876, Senior Security Act of 2019 - to establish an interdivisional task force at the Securities and Exchange Commission (SEC) to develop recommendations to increase protections for ol… | Agriculture, Dept of (USDA),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) | 1140000 | 0 | 0 | 2020-07-11T17:00:17.223000-04:00 | |
| 2463918 | DANEA KEHOE 6cc82486-2e18-4e4c-9036-3dd7ab61a701 | Q2 | DANEA KEHOE | 67570 | NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS | 2020 | second_quarter | RET | CARES Act, SECURE 2, fiduciary rule | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE | 10000 | 0 | 0 | 2020-07-13T05:28:24.197000-04:00 | |
| 2464444 | NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC. a4956971-d05e-43d1-a2d5-27d68c6a0b07 | Q2 | NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC. | 26980 | NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC. | 2020 | second_quarter | RET | Social Security Fairness Act; repeal of the Government Pension Offset and the Windfall Elimination Provision; protecting and preserving public pension plans | Bureau of Justice Assistance,HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),Office of Justice Program,SENATE,White House Office | 40000 | 0 | 0 | 2020-07-13T16:37:18.503000-04:00 | |
| 2464723 | FLEET RESERVE ASSOCIATION 121ace45-d78f-437a-bea0-a7be52e33863 | Q2 | FLEET RESERVE ASSOCIATION | 14781 | FLEET RESERVE ASSOCIATION | 2020 | second_quarter | RET | HR 5995/S.3393/HR303/HR 333/S.208,concurrent receipt; HR553, Military surviving spouse; HR464, DIC for totally disabled; S.1370/HR2481, Gold Star family Tax relief; HR 6395/S.4049, NDAA | Defense, Dept of (DOD),HOUSE OF REPRESENTATIVES,SENATE | 120000 | 0 | 0 | 2020-07-14T09:45:33.653000-04:00 | |
| 2464956 | MR. MARK REY 129d3da6-f4bd-434c-a6b5-8fdb38bcdc83 | Q2 | MR. MARK REY | 400454181 | NATIONAL OLDER WORKERS CAREER CENTER | 2020 | 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 | 2020-07-14T12:21:39.177000-04:00 | |
| 2465094 | GIRL SCOUTS OF THE U.S.A. e4923291-fdaf-42bc-b254-df5651c26282 | 2A | GIRL SCOUTS OF THE U.S.A. | 16236 | GIRL SCOUTS OF THE U.S.A. | 2020 | second_quarter | RET | H.R.6800-Health and Economic Recovery Omnibus Emergency Solutions Act , provisions related to pension | Federal Reserve System,HOUSE OF REPRESENTATIVES,SENATE,Small Business Administration (SBA) | 43288 | 0 | 0 | 2020-07-14T13:45:17.037000-04:00 | |
| 2465334 | NATIONAL ORGANIZATION OF SOCIAL SECURITY CLAIMANTS' REPRESENTATIVES a5ed26d3-1b9e-4260-aa01-9b1a9ec52c22 | Q2 | NATIONAL ORGANIZATION OF SOCIAL SECURITY CLAIMANTS' REPRESENTATIVES | 28253 | NATIONAL ORGANIZATION OF SOCIAL SECURITY CLAIMANTS' REPRESENTATIVES | 2020 | second_quarter | RET | Issues related to the Social Security disability application and appeals process (generally, no specific legislation). H.R. 4280 and S. 2753, the Supplemental Security Income Restoration Act (generally, no specific provisions). H.R. 860, Social Security 2100 Act (generally no specific provisions). H.R. 208, Guam Supplemental Security Income Equality Act (generally no specific provisions). H.R. 947, Supplemental Security Income Equality Act (generally no specific provisions). H.R. 6028, Stable Supplemental Security Income Benefits and Housing Assistance Act (generally, no specific provisions) S.3731 Improving Social Securitys Service to Victims of Identity Theft Act (generally, no specific provisions) | HOUSE OF REPRESENTATIVES,SENATE,Social Security Administration (SSA),Treasury, Dept of,Veterans Affairs, Dept of (VA) | 50000 | 0 | 0 | 2020-07-14T15:12:35.607000-04:00 | |
| 2465388 | DAVIS & HARMAN LLP 70c3d50d-5872-4cff-ac32-29c2b8dc4248 | Q2 | DAVIS & HARMAN LLP | 11674 | AMERICAN BENEFITS COUNCIL | 2020 | 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. Issues related to electronic notarization. Proposals related to stemming leakage from retirement plans through reform of plan loan rules. Proposals related to stable value investment offerings in defined contribution plans. Proposals related to phased retirement. Proposals to increase PBGC premiums. Proposals related to retirement target date funds. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans. Issues related to PBGC collections and PBGC disclosure and mediation issues. Proposals related to electronic disclosure of information under ERISA. Proposals regarding compliance of retirement plans. Issues related to Form 5500 filing and missing participants. Issues related to the use of brokerage windows in defined contribution plans. Proposals to reform the multiple employer plan rules. Proposals to modify required minimum distribution rules. Proposals that would modify limits on retirement plan contributions. Proposals related to stretch IRAs. Issues related to access to death master file. Issues related to government issued mortality tables. Proposals to amend the nondiscrimination provisions to protect older, longer service employees. Issues related to swap, margin, and capital rules. State-administered retirement plan initiatives. Annuitization with respect to defined benefit plans. QLACs. Effects of corporate integration on retirement plans. Proposals that would consolidate various retirement and IRA types. Proposals to create a retirement lost and found. Kids Savings Accounts. Proposals related to the establishment of savings accounts for emergencies. Proposals related to disaster relief. Issues related to P.L. 115-97. H.R. 3910, to amend the In… | HOUSE OF REPRESENTATIVES,SENATE | 100000 | 0 | 0 | 2020-07-14T15:49:02.493000-04:00 | |
| 2465438 | JOHN W. CONRAD III DBA JOHN W. CONRAD III AND COMPANY 5b333d1c-f9cf-4602-8f80-9f67c11d53a2 | Q2 | JOHN W. CONRAD III DBA JOHN W. CONRAD III AND COMPANY | 75752 | INTERNATIONAL BROTHERHOOD OF TEAMSTERS | 2020 | second_quarter | RET | Any and all issues related to Multi-employer Pension Funds. | SENATE | 0 | 0 | 2020-07-14T16:21:13.667000-04:00 | ||
| 2465607 | RTX CORPORATION AND AFFILIATES 72dd6927-f6c6-4d52-9c43-c0c6fc188096 | Q2 | RTX CORPORATION AND AFFILIATES | 39267 | RTX CORPORATION AND AFFILIATES | 2020 | second_quarter | RET | H.R. 6800 - The Health and Economic Recovery Omnibus Emergency Solutions Act (the HEROES Act), provisions related to Pension smoothing and R&D Amortization. | Commerce, Dept of (DOC),Defense, Dept of (DOD),Defense Security Cooperation Agency (DSCA),Director of National Intelligence (ODNI),Federal Aviation Administration (FAA),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Natl Aeronautics & Space Administration (NASA),Natl Oceanic & Atmospheric Administration (NOAA),SENATE,Transportation, Dept of (DOT),Treasury, Dept of,White House Office | 2460000 | 0 | 0 | 2020-07-14T21:00:24.097000-04:00 | |
| 2465880 | WINNING STRATEGIES WASHINGTON c36abc68-2a6d-42d6-b9b3-360faf82b0e7 | Q2 | WINNING STRATEGIES WASHINGTON | 50796 | NATIONAL TROOPERS COALITION | 2020 | second_quarter | RET | Retirement issues | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2020-07-15T10:59:14.680000-04:00 | |
| 2466045 | WINNING STRATEGIES WASHINGTON 87e3f267-c743-4e51-a7c5-b157e8177986 | Q2 | WINNING STRATEGIES WASHINGTON | 50796 | PRUDENTIAL | 2020 | second_quarter | RET | Retirement & pensions | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2020-07-15T11:25:47.177000-04:00 | |
| 2466219 | DAVIS & HARMAN LLP 5232fbbe-c0a7-42ac-af6d-5ac001782f9e | Q2 | DAVIS & HARMAN LLP | 11674 | LINCOLN NATIONAL CORPORATION | 2020 | second_quarter | RET | Comprehensive pension and retirement savings legislation. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. H.R. 1007/S. 972, Retirement Enhancement and Savings Act (RESA). H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). H.R. 4610/S. 3795 RETIRE Act (115th Congress). S. 1431, Retirement Security and Savings Act. S. 2370 Automatic IRA Act. | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2020-07-15T12:23:30.217000-04:00 | |
| 2466226 | DAVIS & HARMAN LLP 0becd7ee-c933-48b1-a19b-58fea2399aab | 2A | DAVIS & HARMAN LLP | 11674 | LINCOLN NATIONAL CORPORATION | 2020 | second_quarter | RET | Comprehensive pension and retirement savings legislation. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. H.R. 1007/S. 972, Retirement Enhancement and Savings Act (RESA). H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). H.R. 4610/S. 3795 RETIRE Act (115th Congress). S. 1431, Retirement Security and Savings Act. S. 2370 Automatic IRA Act. | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2020-07-15T12:25:32.657000-04:00 | |
| 2466291 | NATIONAL COUNCIL OF FARMER COOPERATIVES 17476dcf-6024-4ff8-a0af-0020a2000577 | Q2 | NATIONAL COUNCIL OF FARMER COOPERATIVES | 27638 | NATIONAL COUNCIL OF FARMER COOPERATIVES | 2020 | second_quarter | RET | Issues relating to pension premiums paid by farmer cooperatives; provisions relating to agriculture and farmer cooperatives | Agriculture, Dept of (USDA),Army, Dept of (Corps of Engineers),Commodity Futures Trading Commission (CFTC),Environmental Protection Agency (EPA),Food & Drug Administration (FDA),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Occupational Safety & Health Administration (OSHA),SENATE,Small Business Administration (SBA),Transportation, Dept of (DOT),U.S. Trade Representative (USTR) | 380000 | 0 | 0 | 2020-07-15T12:52:50.183000-04:00 | |
| 2466512 | HECHT LATHAM SPENCER & ASSOCIATES, INC., FORMERLY KNOWN AS HECHT SPENCER & ASSOC 96ac129f-1b9d-47ca-9fc6-bcf824f38e6c | Q2 | HECHT LATHAM SPENCER & ASSOCIATES, INC., FORMERLY KNOWN AS HECHT SPENCER & ASSOC | 17966 | BOY SCOUTS OF AMERICA | 2020 | second_quarter | RET | P.L. 116 - 94 - Further Consolidated Appropriations Act, 2020 - implementation of SECURE Act provisions modifying PBGC premiums for cooperatives and charities. | HOUSE OF REPRESENTATIVES,SENATE | 40000 | 0 | 0 | 2020-07-15T14:09:51.873000-04:00 | |
| 2466514 | SHEET METAL & AIR CONDITIONING CONTRACTORS NAT'L ASSN 502cc758-2b76-46f5-8223-34e38ab63488 | Q2 | SHEET METAL & AIR CONDITIONING CONTRACTORS NAT'L ASSN | 35068 | SHEET METAL & AIR CONDITIONING CONTRACTORS NAT'L ASSN | 2020 | second_quarter | RET | Support for strengthening the Fair Labor Standards Act Support skilled building trades segment of construction industry in Families First Coronavirus Response Act - H.R. 6201 | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2020-07-15T14:10:52.473000-04:00 | ||
| 2466695 | DYKEMA GOSSETT PLLC bb9dd216-52f7-4e71-b129-00cfd29f016d | Q2 | DYKEMA GOSSETT PLLC | 12915 | JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) | 2020 | second_quarter | RET | Lobbied on implementation of Setting Every Community Up for Retirement Enhancement Act (SECURE Act). Lobbied on Heroes Act and COVID mitigation legislation to Insurance, Retirement and Taxes. | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2020-07-15T14:51:31.907000-04:00 | |
| 2466865 | DAVIS & HARMAN LLP 9054c27c-209e-4ae2-a013-9a97eafc1e16 | Q2 | DAVIS & HARMAN LLP | 11674 | MISSIONSQUARE RETIREMENT | 2020 | second_quarter | RET | Proposals related to retirement and retiree health savings and collective investment trusts. H.R. 4610/S. 3795, RETIRE Act (115th Congress). H.R. 1007/S. 972, Retirement Enhancement and Savings Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement (SECURE) Act. S. 1431, Retirement Security and Savings Act. H.R. 1865, Further Consolidated Appropriations Act 2020. H.R. 6257, Public Service Retirement Fairness Act of 2020. S. 1431, Retirement Security and Savings Act. | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2020-07-15T16:08:14.783000-04:00 | |
| 2466885 | DAVIS & HARMAN LLP 518dd0c2-d3a6-4bd1-b03c-dad0ac9c2f02 | Q2 | DAVIS & HARMAN LLP | 11674 | INSPIRA FINANCIAL | 2020 | second_quarter | RET | Issues related to retirement savings. Issues related to automatic rollovers, missing participants, PBGC, and cash-out limits. H.R. 1007/ S.972, Retirement Enhancement and Savings Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 5676, the Retirement Plan Modernization Act. S. 1431, Retirement Security and Savings Act of 2019. S. 321, Retirement Security Act of 2019. H.R. 1865, Further Consolidated Appropriations Act 2020. H.R. 7439, To establish the Retirement Savings Lost and Found, and for other purposes. | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2020-07-15T16:14:18.830000-04:00 | |
| 2466922 | DAVIS & HARMAN LLP c90d16f4-a5cb-4333-a99c-8ab755307961 | Q2 | DAVIS & HARMAN LLP | 11674 | TIAA | 2020 | second_quarter | RET | Issues related to tax incentives for retirement savings. Issues regarding investment offerings in defined contribution plans. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase annuitization within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. Proposals that would consolidate various retirement and IRA types. H.R. 4610/S. 3795, RETIRE Act (115th Congress). H.R. 1007/S.972, Retirement Enhancement and Savings Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act. S. 1431, Retirement Security and Savings Act of 2019. H.R. 1439, Increasing Access to a Secure Retirement Act of 2019. H.R. 3078, Expanding Access to Retirement Savings for Caregivers Act. H.R. 1865, Further Consolidated Appropriations Act 2020. | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2020-07-15T16:21:25.507000-04:00 | |
| 2466928 | DAVIS & HARMAN LLP 63de1ebf-757d-433b-b56a-5a4816f9c1ec | Q2 | DAVIS & HARMAN LLP | 11674 | SPARK INSTITUTE | 2020 | second_quarter | RET | Issues related to tax incentives for retirement savings. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Issues related to recordkeeping simplification for 401(k) plans. Issues related to lifetime income and auto features. H.R. 4610/S. 3795, RETIRE Act (115th Congress). H.R. 1907 Retirement Security for American Workers. H.R. 1007/S. 972, Retirement Enhancement and Savings Act (115th Congress). H.R. 1439, Increasing Access to a Secure Retirement Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 1865, Further Consolidated Appropriations Act 2020. | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2020-07-15T16:23:27.380000-04:00 | |
| 2466937 | DAVIS & HARMAN LLP 8bc5cd2a-b947-48a9-8d6c-f70da87f5043 | Q2 | DAVIS & HARMAN LLP | 11674 | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | 2020 | second_quarter | RET | Issues related to tax incentives for retirement savings. Issues related to electronic delivery of IRC-and ERISA-mandated statements and disclosures. Issues related to lifetime income. Proposals related to tax treatment of retirement plans, IRAs, and annuity products. H.R. 4610/S. 3795, RETIRE Act (115th Congress). H.R. 1439, Increasing Access to a Secure Retirement Act. Executive Order 13847, Strengthening Retirement Security in America. S. 1431, Retirement Security and Savings Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act. S. 321, Retirement Security Act. H.R. 1007/S. 972, Retirement Enhancement and Savings Act. H.R. 4523, the Automatic Retirement Plan Act (115th Congress). H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). H.R. 4637, the SAVE Act (115th Congress). H.R. 1865, Further Consolidated Appropriations Act 2020. | HOUSE OF REPRESENTATIVES,SENATE | 50000 | 0 | 0 | 2020-07-15T16:27:30.140000-04:00 | |
| 2466947 | DAVIS & HARMAN LLP 5d1e2cde-a2e9-4999-b56d-8e7a00569a17 | Q2 | DAVIS & HARMAN LLP | 11674 | VANGUARD GROUP | 2020 | second_quarter | RET | Issues related to tax incentives for retirement savings. Issues related to employee benefit plan administration and electronic delivery of ERISA-mandated statements and disclosures, including: H.R. 4610/S. 3795, RETIRE Act (115th Congress). H.R. 1994, Setting Every Community Up for Retirement Enhancement (SECURE) Act. H.R. 1007/S. 972, Retirement Enhancement and Savings Act. Executive Order 13847, Strengthening Retirement Security in America. H.R. 1865, Further Consolidated Appropriations Act 2020. H.R. 6257, Public Service Retirement Fairness Act. S. 1431, Retirement Security and Savings Act. | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2020-07-15T16:29:32.977000-04:00 | |
| 2467353 | DYKEMA GOSSETT PLLC 44abdc78-7b68-493c-8f18-1df38f54c593 | 2A | DYKEMA GOSSETT PLLC | 12915 | JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) | 2020 | second_quarter | RET | Lobbied on implementation of Setting Every Community Up for Retirement Enhancement Act (SECURE Act). Lobbied on Heroes Act and COVID mitigation legislation to Insurance, Retirement and Taxes. | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2020-07-16T08:26:33.287000-04:00 | |
| 2467648 | INTERNATIONAL ALLIANCE OF THEATRICAL STAGE EMPLOYEES 13f4b938-f08c-4f2d-8322-3d8e7350721c | Q2 | INTERNATIONAL ALLIANCE OF THEATRICAL STAGE EMPLOYEES | 401105446 | INTERNATIONAL ALLIANCE OF THEATRICAL STAGE EMPLOYEES | 2020 | second_quarter | RET | H.R. 397/S. 2254, the Butch Lewis Act; Multi-employer pension reform, generally; Support for Emergency Pension Plan Relief Act within H.R. 6800, Health and Economic Recovery Omnibus Emergency Solutions Act or the HEROES Act; opposition to Giving Retirement Options to Workers Act within H.R. 6800, Health and Economic Recovery Omnibus Emergency Solutions Act or the HEROES Act | HOUSE OF REPRESENTATIVES,SENATE | 60000 | 0 | 0 | 2020-07-16T10:25:05.023000-04:00 | |
| 2468000 | MINDSET ADVOCACY, LLC 3d3539b8-ce4e-45e9-b989-d7da6466910e | Q2 | MINDSET ADVOCACY, LLC | 296271 | LPL FINANCIAL LLC | 2020 | second_quarter | RET | General interest in retirement issues. | HOUSE OF REPRESENTATIVES,SENATE | 40000 | 0 | 0 | 2020-07-16T11:36:41.387000-04:00 | |
| 2468121 | DOTCHIN & ASSOCIATES, LLC 6b0cdacd-77c9-4515-8715-9d8ec2b82e44 | Q2 | DOTCHIN & ASSOCIATES, LLC | 401105105 | UNITED PARCEL SERVICE | 2020 | second_quarter | RET | Multi-Employer Pension Reform Proposals HR 397, Rehabilitation for Multi-Employer Pensions Act | HOUSE OF REPRESENTATIVES,SENATE | 40000 | 0 | 0 | 2020-07-16T12:03:18.767000-04:00 | |
| 2468188 | SQUIRE PATTON BOGGS 02d993c4-ef9d-4812-8b87-efdffc967c67 | Q2 | SQUIRE PATTON BOGGS | 30906 | AON SERVICE CORPORATION (FKA AON HEWITT) | 2020 | second_quarter | RET | Advice regarding retirement-related legislation and regulatory reform. | HOUSE OF REPRESENTATIVES,SENATE | 60000 | 0 | 0 | 2020-07-16T12:16:34.313000-04:00 | |
| 2468206 | UNITED FOOD & COMMERCIAL WORKERS INTERNATIONAL UNION 4ac03665-bf18-48fa-836e-23b77434c9ed | Q2 | UNITED FOOD & COMMERCIAL WORKERS INTERNATIONAL UNION | 39121 | UNITED FOOD & COMMERCIAL WORKERS INTERNATIONAL UNION | 2020 | second_quarter | RET | Met with House and Senate staff regarding pension issues such as Rehabilitation for Multiemployer Pensions Act (HR 397). | HOUSE OF REPRESENTATIVES,SENATE | 190000 | 0 | 0 | 2020-07-16T12:18:37.430000-04:00 | |
| 2468372 | NEXA STRATEGIES, LLC 0351f670-4a4c-46f1-a617-66cbd49eb574 | Q2 | NEXA STRATEGIES, LLC | 401103711 | DOTCHIN & ASSOCIATES ON BEHALF OF UNITED PARCEL SERVICE | 2020 | second_quarter | RET | Multi-Employer Pensions Reform Proposals HR 397, Rehabilitation for Multi-Employer Pensions Act | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2020-07-16T12:43:32.497000-04:00 | |
| 2468390 | AMERICAN POSTAL WORKERS UNION, AFL-CIO e0149aee-486c-4a61-9fe5-02e690c4f709 | Q2 | AMERICAN POSTAL WORKERS UNION, AFL-CIO | 3138 | AMERICAN POSTAL WORKERS UNION AFL-CIO | 2020 | second_quarter | RET | Support of H.R. 1170/S. 478, the Social Security Expansion Act Support of H.R. 141/S. 521, the Social Security Fairness Act Support of H.R. 2478, the Federal Retirement Fairness Act | HOUSE OF REPRESENTATIVES,SENATE | 120000 | 0 | 0 | 2020-07-16T12:46:38.330000-04:00 | |
| 2468502 | AMERICAN BANKERS ASSOCIATION 0bce5b36-f55a-4ec3-95b6-0127a3d30628 | Q2 | AMERICAN BANKERS ASSOCIATION | 1785 | AMERICAN BANKERS ASSOCIATION | 2020 | second_quarter | RET | H.R. 1994, Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 H.R. 4117, IRA Preservation Act of 2019 | HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of | 2730000 | 0 | 0 | 2020-07-16T13:02:06.960000-04:00 | |
| 2468649 | AMERICAN COUNCIL OF LIFE INSURERS 1b43a071-9ec5-4c7a-98fc-30132db50699 | Q2 | AMERICAN COUNCIL OF LIFE INSURERS | 2115 | AMERICAN COUNCIL OF LIFE INSURERS | 2020 | second_quarter | RET | 1.H.R. 748, The CARES Act. Large, comprehensive COVID-19 relief bill. Provides for expanded hardship withdrawals and removal of tax penalty. Includes RMD relief. 2.H.R. 6800, The HEROES Act. Large, comprehensive COVID-19 relief bill. Includes RMD relief and single employer pension plan relief. 3.H.R. 2120, the Saving for the Future Act. Issue: Mandated retirement account employer match. 4.H.R. 6562, the Securing Additional Value for Every Retirement Saver (SAVERS) Act. Temporarily raises contribution limits on tax-preferred retirement savings plans and individual retirement accounts. 5.SECURE 2.0. (no bill number) Proposal would be next iteration of retirement security policy. S. 1431, Retirement Security and Savings Act of 2019. Retirement Security. 6.S. 1428, Retirement Parity for Student Loans Act, Student Loan Retirement Match. 7. H.R. 4849, the Upward Mobility Enhancement Act of 2019, Employer Provided Student Loan Repayment. 8.S.1020, The Retirement Flexibility Act, Retirement Security, automatic enrollment/escalation. 9.S.1019, The Strengthening Financial Security Through Short-Term Savings Act, Retirement Security. Addresses retirement plan leakage. 10.S.1018,The Refund to Rainy Day Savings Act, Retirement Savings. Utilizes tax return for retirement savings. 11. S. 2370, Automatic IRA Act of 2019. The legislation would mandate that most employers that do not offer their employees another type of retirement plan, establish an automatic enrollment, payroll deduction program with contributions withheld from employee pay and contributed to an IRA or retirement bond. 12.Electronic Delivery Advocacy. (no bill number) Proposal would make electronic delivery the default distribution method for plan documents. Opt-out available. 13.H.R.1185 - FAMILY Act. Issue: paid family and medical leave proposal would offer paid leave benefits via a payroll tax for birth or adoption of a child or caring for a sick family member. 14.H.R.1940 - New Parents Act of 2019. Issue: paid family and medical leav… | HOUSE OF REPRESENTATIVES,SENATE | 954974 | 0 | 0 | 2020-07-16T13:35:51.353000-04:00 | |
| 2469378 | NATIONAL ACTIVE AND RETIRED FEDERAL EMPLOYEES ASSOCIATION af253889-c112-43f8-ba27-760c178318eb | Q2 | NATIONAL ACTIVE AND RETIRED FEDERAL EMPLOYEES ASSOCIATION | 27081 | NATIONAL ACTIVE AND RETIRED FEDERAL EMPLOYEES ASSOCIATION | 2020 | second_quarter | RET | Support H.R. 141/S. 521, the Social Security Fairness Act, to repeal the Government Pension Offset (GPO) and the Windfall Elimination Provision (WEP). Support modifications to H.R. 860 in provide equitable tax treatment between Social Security benefits and Civil Service Retirement System annuities, to extend the adoption of the CPI-E for cost-of-living adjustments to all federal retirement programs (not just Social Security), and to include reform or repeal of the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO). Support H.R. 1254, The Equal COLA Act, which would provide Federal Employees Retirement System (FERS) retirees with the same annual cost-of-living adjustment (COLA) as Civil Service Retirement System (CSRS) employees. Support H.R. 1553, the Fair COLAs for Seniors Act, to calculate cost-of-living adjustments (COLAs) to federal civilian retirement benefits, military retirement benefits, and Social Security benefits using the CPI-E. Support H.R. 2478, the Federal Retirement Fairness Act, which allows federal employees who started their careers in temporary positions before transitioning into permanent roles to retroactively contribute toward their retirement for the years they held a temporary position. Support H.R. 3934, the Equal Treatment of Public Servants Act of 2019, which would reform the Windfall Elimination Provision (WEP). Support H.R. 4540, the Public Servants Protection and Fairness Act, which would reform the Windfall Elimination Provision (WEP). Support providing equitable relief to federal retirees (without Social Security) in any proposal to increase Social Security benefits as part of economic stimulus legislation. Oppose H.R. 5018/H.R. 6614/S.2791, the Taxpayers and Savers Protection Act, which would limit the investment options of the Thrift Savings Plan's International (I) Fund. Oppose administration attempts to pressure the Federal Retirement Thrift Investment Board (FRTIB) to reverse its decision to expand I Fund investments. Support adequate vett… | HOUSE OF REPRESENTATIVES,Office of Management & Budget (OMB),Office of Personnel Management (OPM),SENATE,U.S. Postal Service (USPS) | 80000 | 0 | 0 | 2020-07-16T15:50:28.690000-04:00 | |
| 2469423 | RICH FEUER ANDERSON c677842a-dc14-426c-94eb-69267c7ccdac | Q2 | RICH FEUER ANDERSON | 84775 | FMR LLC | 2020 | second_quarter | RET | Legislation and regulation affecting employee retirement benefits. | HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of | 30000 | 0 | 0 | 2020-07-16T15:57:41.727000-04:00 | |
| 2469594 | DAVIS & HARMAN LLP 37c2484e-1582-4bf4-8600-81a1398152f7 | Q2 | DAVIS & HARMAN LLP | 11674 | PRUDENTIAL FINANCIAL | 2020 | second_quarter | RET | Issues related to IRC Section 420 related to the transfer of excess pension assets to retiree health accounts. | HOUSE OF REPRESENTATIVES,SENATE | 50000 | 0 | 0 | 2020-07-16T16:27:26.410000-04:00 | |
| 2469663 | DAVIS & HARMAN LLP 1782eb86-a75f-48fb-bb0f-65c6399ffe28 | Q2 | DAVIS & HARMAN LLP | 11674 | NATIONAL RURAL ELECTRIC COOPERATIVE ASSN | 2020 | second_quarter | RET | Proposals related to PBGC premiums. Proposals related to plan funding. Proposals to facilitate new growth of pension plans. Proposals related to nondiscrimination testing of pension plans. H.R. 3596, Rightsizing Pension Premiums Act (115th Congress). Proposals related to defined benefit plan administration. H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). S. 1431, Retirement Security and Savings Act . H.R. 4610/S.3795, RETIRE Act (115th Congress).S. 2352, Retirement Security Preservation Act. S.2913/H.R. 5202, Protecting Critical Services for Mothers and Babies Act. H.R. 748, CARES Act. H.R. 6800, HEROES Act. S. 3533/H.R. 6364, Securing and Enabling Commerce Using Remote and Electronic Notarization Act. | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2020-07-16T16:41:42.473000-04:00 | |
| 2469669 | DAVIS & HARMAN LLP 75e28473-eabd-424f-87f3-f71cb227ac86 | Q2 | DAVIS & HARMAN LLP | 11674 | LPL FINANCIAL | 2020 | second_quarter | RET | Proposals to enhance retirement savings opportunities for employers, employees, and individuals, including self correcting inadvertent plan errors. Small business tax credit. Issues related to the Department of Labor's regulation defining fiduciary. Required minimum distribution issues. SIMPLE IRAs. H.R. 1938, Small Employer Retirement Savings Auto-Enrollment Credit Act. H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). S. 1431, Retirement Security and Savings Act. S. 321, Retirement Security Act. S. 322, SIMPLE Plan Modernization Act. H.R. 4637, the SAVE Act (115th Congress). H.R. 748, CARES Act. H.R. 6800, HEROES Act | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2020-07-16T16:42:45.397000-04:00 | |
| 2469696 | DAVIS & HARMAN LLP 74a9ede3-415e-4555-a2ff-5b7cef56d6a3 | Q2 | DAVIS & HARMAN LLP | 11674 | BROKER/DEALER COORDINATION GROUP | 2020 | 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. Legislative proposals to address the fiduciary issue. State fiduciary rules. | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2020-07-16T16:46:52.417000-04:00 | |
| 2469718 | DAVIS & HARMAN LLP 4a452980-48d3-40dc-878c-64c1b254bc13 | Q2 | DAVIS & HARMAN LLP | 11674 | NATIONWIDE INSURANCE COMPANIES | 2020 | second_quarter | RET | Proposals to expand retirement plan coverage and adequacy, including proposals to reform the multiple employer plan rules. Proposals related to creation of new qualified retirement plans for small business. Issues related to tax incentives for retirement savings. Issues related to the Department of Labor's regulation defining fiduciary. Qualified plan issues. Proposals related to self correcting inadvertent plan errors. Proposals that would consolidate various retirement and IRA types. Proposals related to annuity incentives. Proposals related to electronic disclosure, including H.R. 4610/S. 3795, the RETIRE Act (115th Congress). H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). H.R. 1439, Increasing Access to a Secure Retirement Act. S. 1431, Retirement Security and Savings Act. S. 1011, to modify the requirements for multiple employer plans, and for other purposes. S. 321, Retirement Security Act. Proposals related to ETFs and Variable Annuities. H.R. 748, CARES Act. H.R. 6732, To direct the Secretary of the Treasury to modify certain regulations relating to insurance-dedicated exchange traded funds. H.R. 6800, HEROES Act. | HOUSE OF REPRESENTATIVES,SENATE | 40000 | 0 | 0 | 2020-07-16T16:49:57.553000-04:00 | |
| 2469743 | RICH FEUER ANDERSON 5a8d2620-15ba-421c-aeda-521c2f2c8cd0 | Q2 | RICH FEUER ANDERSON | 84775 | BLACKROCK FUNDS SERVICES GROUP LLC (FORMERLY BLACKROCK CAPITAL MANAGEMENT INC.) | 2020 | second_quarter | RET | Issues related to retirement security and savings, including retirement income products, and retirement income disclosures. | HOUSE OF REPRESENTATIVES,SENATE | 80000 | 0 | 0 | 2020-07-16T16:54:02.667000-04:00 | |
| 2469783 | DAVIS & HARMAN LLP 7af52587-6ff3-459a-b9ab-61890e6733c5 | Q2 | DAVIS & HARMAN LLP | 11674 | FMR LLC | 2020 | second_quarter | RET | Proposals to expand retirement plan coverage and adequacy, including proposals to reform the multiple employer plan rules. Proposals related to creation of new qualified retirement plans for small business. Issues related to tax incentives for retirement savings. Issues related to the Department of Labor's regulation defining fiduciary. Qualified plan issues. Proposals related to self correcting inadvertant plan errors. Proposals related to electronic disclosure, including H.R. 4610/S.3795, RETIRE Act (115th Congress). Executive Order 13847, Strengthening Retirement Security In America. S. 1431, Retirement Security and Savings Act. S. 1011, to modify the requirements for multiple employer plans, and for other purposes. S. 322, SIMPLE Plan Modernization Act. S. 321, Retirement Security Act. H.R. 4637, the SAVE Act (115th Congress). H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). S. 1431, Retirement Security and Savings Act. Issues related to E-notarization. S. 1428/H.R. 6276, Retirement Parity for Student Loans Act. H.R. 748, CARES Act. H.R. 6800, HEROES Act. S. 3533/H.R. 6364, Securing and Enabling Commerce Using Remote and Electronic Notarization Act. | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2020-07-16T17:01:09.690000-04:00 | |
| 2469796 | DAVIS & HARMAN LLP d19eec2c-557b-4d9e-9ac7-dc8fbf6e1adc | Q2 | DAVIS & HARMAN LLP | 11674 | TRANSAMERICA LIFE INSURANCE COMPANY | 2020 | 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. 4610/S. 3795, the RETIRE Act (115th Congress). Plan consolidation. Proposals to amend the Internal Revenue Code and ERISA to avoid duplicative annual reporting, including H.R. 982 and S. 354. H.R. 3910, to make lifetime income and managed account options of defined contribution retirement savings plans portable (115th Congress). H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). Executive Order 13847, Strengthening Retirement Security in America. S. 1431, Retirement Security and Savings Act. S. 1011, to modify the requirements for multiple employer plans, and for other purposes. S. 321, Retirement Security Act. H.R. 4523, the Automatic Retirement Plan Act (115th Congress). H.R. 4637, the SAVE Act (115th Congress). Issues related to e-notarization. H.R. 6257, Public Service Retirement Fairness Act. H.R. 748, CARES Act. H.R. 6800, HEROES Act. S. 3533/H.R. 6364, Securing and Enabling Commerce Using Remote and Electronic Notarization Act. | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2020-07-16T17:03:12.923000-04:00 | |
| 2469808 | DAVIS & HARMAN LLP 50157c72-9324-496c-a197-62a0934137ae | Q2 | DAVIS & HARMAN LLP | 11674 | WILLIS NORTH AMERICA INC | 2020 | second_quarter | RET | Issues related to government issued mortality tables. Issues related to tax incentives for retirement savings. Retirement assumption issues. S. 1431, Retirement Security and Savings Act. | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2020-07-16T17:07:20.243000-04:00 | ||
| 2469829 | DAVIS & HARMAN LLP 0625801e-d4b6-47a7-a2c2-2e84119e2da8 | Q2 | DAVIS & HARMAN LLP | 11674 | STATE STREET BANK AND TRUST CO. | 2020 | second_quarter | RET | Issues related to expanding retirement coverage and adequacy, facilitating retirement income, and increasing retirement security. Issues related to qualifying longevity annuity contracts. Issues related to state law preemption. Proposals to reform the multiple employer plan rules including H.R. 854, Retirement Security for American Workers Act (115th Congress). Proposals related to environmental, social, and governance criteria in plan investments. Kids Savings Accounts. H.R. 3910, to amend the Internal Revenue Code of 1986 to make lifetime income and managed account options of defined contribution retirement savings plans portable (115th Congress). H.R. 4523, the Automatic Retirement Plan Act (115th Congress). H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). 403(b) investments. Annuity defaults. Executive Order 13847, Strengthening Retirement Security in America. Annuity tax credit. S. 1431, Retirement Security and Savings Act. S. 1011, to modify the requirements for multiple employer plans, and for other purposes. S. 321, Retirement Security Act. H.R. 4637, the SAVE Act (115th Congress). H.R. 6257, Public Service Retirement Fairness Act. H.R. 6800, HEROES Act. | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2020-07-16T17:10:24.427000-04:00 | |
| 2469834 | BLACKROCK FUNDS SERVICES GROUP, LLC 791a0989-bc1f-4941-bece-4e2b0051961e | Q2 | BLACKROCK FUNDS SERVICES GROUP, LLC | 400534597 | BLACKROCK FUNDS SERVICES GROUP LLC | 2020 | second_quarter | RET | Issues related to fiduciary standards, retirement security and savings, including related tax reforms, retirement income products and retirement income disclosures | Commodity Futures Trading Commission (CFTC),Executive Office of the President (EOP),Export-Import Bank of the United States (EXIM Bank),Federal Deposit Insurance Corporation (FDIC),Federal Reserve System,Federal Trade Commission (FTC),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Overseas Private Investment Corp (OPIC),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of | 380000 | 0 | 0 | 2020-07-16T17:11:25.847000-04:00 | |
| 2469847 | DAVIS & HARMAN LLP c2aa6d38-f7cf-4943-be4e-3cf2e597d22f | Q2 | DAVIS & HARMAN LLP | 11674 | EDWARD JONES INVESTMENTS | 2020 | second_quarter | RET | Proposals related to small business retirement issues. SIMPLE IRAs. Required minimum distribution issues. Proposals to assist military spouses. S. 1431, Retirement Security and Savings Act. S. 321, Retirement Security Act. S. 322, SIMPLE Plan Modernization Act. H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). H.R. 4117, IRA Preservation Act. H.R. 4637, SAVE Act of 2017 (115th Congress). H.R. 748, CARES Act. H.R. 6800, HEROES Act. S. 4173, A bill to amend the Internal Revenue Code of 1986 to provide a credit to small employers for covering military spouses under retirement plans. | HOUSE OF REPRESENTATIVES,SENATE | 40000 | 0 | 0 | 2020-07-16T17:12:27.673000-04:00 | |
| 2469849 | SIFF & ASSOCIATES PLLC e0e87ed8-f0e8-43cd-9bb4-6c49839410f5 | Q2 | SIFF & ASSOCIATES PLLC | 400665998 | CENTER FOR CAPITAL MARKETS COMPETITIVENESS, U.S. CHAMBER OF COMMERCE | 2020 | second_quarter | RET | Final rule regarding "Definition of the Term 'Fiduciary'; Conflict of Interest Rule-Retirement Investment Advice" (81 Fed. Reg. 20945, Apr. 8, 2016). Final rule regarding "Default Electronic Disclosure by Employee Pension Benefit Plans Under ERISA" (85 Fed. Reg. 31884, May 27, 2020). Interpretation of fiduciary obligations under Title I of ERISA. In response to COVID-19 pandemic, seeking delays of deadline for actions retirement plan administrators must perform. Proposed rule regarding "Financial Factors in Selecting Plan Investments" (85 Fed. Reg. 39113, June 30, 2020). Proposed rule regarding "Improving Investment Advice for Workers and Retirees" (ZRIN 1210-ZA29), version posted to Department of Labor website June 29, 2020 in advance of publication in the Federal Register. | Labor, Dept of (DOL),SENATE,Treasury, Dept of,White House Office | 10000 | 0 | 0 | 2020-07-16T17:13:28.110000-04:00 | |
| 2469851 | SIFF & ASSOCIATES PLLC 9c56f2be-9391-4a71-a594-117c3e7c3df5 | Q2 | SIFF & ASSOCIATES PLLC | 400665998 | UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA | 2020 | second_quarter | RET | H.R. 6800, the "Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act," legislation making emergency supplemental appropriations for the fiscal year ending September 30, 2020; Division D and Division N concerning reform of multiemployer defined benefit pension plans. Senate proposals for comprehensive reform of the multiemployer defined benefit pension system and the need to increase the PBGC's authority to partition plans in critical and declining status and to authorize composite plans (no bill introduced). General education concerning the impact of COVID-19 on multiemployer defined benefit pension plans and the need to address pension reform in a future COVID-19 relief bill. | HOUSE OF REPRESENTATIVES,Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of | 10000 | 0 | 0 | 2020-07-16T17:14:28.963000-04:00 | |
| 2469860 | SIFF & ASSOCIATES PLLC 623df0cd-3141-4918-b5a6-601dbb040892 | Q2 | SIFF & ASSOCIATES PLLC | 400665998 | SIGNATORY WALL AND CEILING CONTRACTORS ALLIANCE | 2020 | second_quarter | RET | H.R. 6800, the "Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act," legislation making emergency supplemental appropriations for the fiscal year ending September 30, 2020; Division D concerning relief for critical and declining multiemployer pension funds and to expand the ability of the PBGC to partition liabilities from troubled funds and to raise the PBGC minimum guarantee for plan participants; Division N "Giving Retirement Options to Workers Act" to authorize composite plans. Proposals in the Senate to provide additional relief from COVID-19 and the impacts of the related public health emergency and the need to include pension reform that includes authorization of composite plans, expanded partition authority for the PBGC, and an extension of COBRA subsidies. Proposals to authorize composite multiemployer pension plans as a means to provide a secure, sustainable retirement for workers while ensuring the viability of sponsoring employers. General education concerning proposals for comprehensive reform of the defined benefit, multiemployer pension system and the importance of authorizing new plan designs as part of any such comprehensive reform. | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE,Small Business Administration (SBA),Treasury, Dept of,White House Office | 40000 | 0 | 0 | 2020-07-16T17:15:29.947000-04:00 | |
| 2470286 | UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA beb5e2fa-0f1d-45f8-ac17-f7ac178594a4 | Q2 | UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA | 39063 | UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA | 2020 | second_quarter | RET | Legislative proposals for comprehensive reform of the multiemployer pension system, including creation of composite plans and authorization for a partition program to relieve distressed plans (no bill introduced). H.R. 6800, the "Health and Economic Recovery Omnibus Emergency Solutions Act or the HEROES Act", a bill that responds to the COVID-19 outbreak and its impact on the economy, public health, state and local governments, individuals, and businesses. Division D, Title I - Relief for Multiemployer Pension Plans; Division N - Giving Retirement Options to Workers Act. | HOUSE OF REPRESENTATIVES,SENATE | 110000 | 0 | 0 | 2020-07-17T06:44:16.330000-04:00 | |
| 2470336 | WILLIAMS AND JENSEN, PLLC e43a86f4-c382-485e-bfe6-8010c4146261 | Q2 | WILLIAMS AND JENSEN, PLLC | 41454 | THE VANGUARD GROUP, INC. | 2020 | second_quarter | RET | Electronic delivery. Retirement and savings issues, generally. | HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of | 60000 | 0 | 0 | 2020-07-17T07:15:24.747000-04:00 | |
| 2470522 | GIRL SCOUTS OF THE U.S.A. b39cedb3-fdc3-4c24-8f20-4149b9f2e1e1 | 2A | GIRL SCOUTS OF THE U.S.A. | 16236 | GIRL SCOUTS OF THE U.S.A. | 2020 | second_quarter | RET | H.R.6800-Health and Economic Recovery Omnibus Emergency Solutions Act , provisions related to pension | Federal Reserve System,HOUSE OF REPRESENTATIVES,SENATE,Small Business Administration (SBA) | 43288 | 0 | 0 | 2020-07-17T09:26:13.190000-04:00 | |
| 2470774 | ALLON ADVOCACY, LLC ce2a4e74-1fb6-44f8-89ce-c553200b436a | Q2 | ALLON ADVOCACY, LLC | 401104657 | YODLEE INC. | 2020 | second_quarter | RET | Best interest rule finalized by SEC and revised Department of Labor fiduciary rule | Consumer Financial Protection Bureau (CFPB),Federal Deposit Insurance Corporation (FDIC),Federal Reserve System,Federal Trade Commission (FTC),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Office of the Comptroller of the Currency (OCC),Securities & Exchange Commission (SEC),SENATE,Small Business Administration (SBA),Treasury, Dept of | 70000 | 0 | 0 | 2020-07-17T10:23:13.130000-04:00 | |
| 2470999 | MURPHY OIL CORPORATION 70ce1dd2-7142-45e2-9359-7ae19c56e977 | Q2 | MURPHY OIL CORPORATION | 401032912 | MURPHY OIL CORPORATION | 2020 | second_quarter | RET | Discussion of pension policy, HR 6800, Division D, Title II. | HOUSE OF REPRESENTATIVES,Interior, Dept of (DOI),SENATE,White House Office | 150000 | 0 | 0 | 2020-07-17T11:01:59.163000-04:00 | |
| 2471029 | MILLER & CHEVALIER CHARTERED a1779a32-ab25-4e4a-9002-ab7f64bc509b | Q2 | MILLER & CHEVALIER CHARTERED | 25306 | DELPHI SALARIED RETIREES ASSOCIATION | 2020 | second_quarter | RET | Pension issues involving the Pension Benefit Guaranty Corporation. | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2020-07-17T11:10:08.750000-04:00 | ||
| 2471033 | SIFF & ASSOCIATES PLLC 7cac9556-7c4a-424d-9e8f-81638991b64c | Q2 | SIFF & ASSOCIATES PLLC | 400665998 | FMR LLC | 2020 | second_quarter | RET | Final rule regarding "Definition of the Term 'Fiduciary'; Conflict of Interest Rule-Retirement Investment Advice" (81 Fed. Reg. 20945, Apr. 8, 2016) and the status of various Prohibited Transaction Exemptions following the 5th Circuit Court of Appeals injunction of the rule. Final rule regarding "Default Electronic Disclosure by Employee Pension Benefit Plans Under ERISA" (85 Fed. Reg. 31884, May 27, 2020). Implementation of section 203 of the "Setting Every Community Up for Retirement Enhancement (SECURE) Act," amending the pension benefit statement rules under ERISA section 105 to require that individual account plans add a lifetime income disclosure to at least one pension benefit statement furnished to participants during a 12-month period. Consideration of "Environmental, Social and Governance" factors related to ERISA-regulated funds. General education concerning disclosure modernization and simplification to improve the efficiency, delivery, and utility of required disclosures for retirement benefits for the benefit of plan participants. Proposed rule regarding "Financial Factors in Selecting Plan Investments" (85 Fed. Reg. 39113, June 30, 2020). Proposed rule regarding "Improving Investment Advice for Workers and Retirees" (ZRIN 1210-ZA29), version posted to Department of Labor website June 29, 2020 in advance of publication in the Federal Register. | Labor, Dept of (DOL),SENATE | 50000 | 0 | 0 | 2020-07-17T11:11:10.320000-04:00 | |
| 2471104 | CLEVELAND-CLIFFS INC. bd220476-cec9-4ea1-9693-762f8e3b2656 | Q2 | CLEVELAND-CLIFFS INC. | 9487 | CLEVELAND-CLIFFS INC | 2020 | second_quarter | RET | H.R. 6800. Health and Economic Recovery Omnibus Emergency Solutions Act (the HEROES Act). Lobbied for single and multi-employer pension plan provisions included in Division D of H.R. 6800. | Commerce, Dept of (DOC),Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,SENATE,U.S. Customs & Border Protection,U.S. Trade Representative (USTR) | 110000 | 0 | 0 | 2020-07-17T11:19:25.327000-04:00 | |
| 2471107 | WILLIAMS AND JENSEN, PLLC 35d9645b-6e97-4548-a3a0-5e8f692a62f7 | Q2 | WILLIAMS AND JENSEN, PLLC | 41454 | AMERICAN EQUITY INVESTMENT LIFE HOLDING COMPANY | 2020 | second_quarter | RET | Benefit distributions in the form of annuities. Fiduciary Rule. | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of | 20000 | 0 | 0 | 2020-07-17T11:19:25.830000-04:00 | |
| 2471298 | ALLIANCE FOR RETIRED AMERICANS 7ae74f67-7343-4ea1-b6d4-0b65a7e2dde7 | Q2 | ALLIANCE FOR RETIRED AMERICANS | 67238 | ALLIANCE FOR RETIRED AMERICANS | 2020 | second_quarter | RET | 1. Proposals to change the Social Security annual Cost of Living Adjustment formula 2. Proposals to raise the Social Security normal retirement age 3. Proposals to "means test" Social Security benefits 4. Beneficiary information available through Social Security Administration field offices 5. Status of the Social Security Disability Insurance Trust Fund 6. Closing of Social Security Administration field offices 7. Implementation of the Multiemployer Pension Reform Act of 2014 8. Status of Social Security Disability claims backlog 9. U.S. House and Senate Expand Social Security Caucuses 10. Social Security Administration online COLA notifications 11. Proposals for loan guarantees for multi-employer pension plans 12. Proposals for multiple employer retirement accounts 13. H.R. 860, Social Security Act 2100, entire bill 14. H.R. 1540, Protecting Our Widows and Widowers in Retirement (POWR) Act, entire bill 15. H.R. 1170, Social Security Expansion Act, entire bill 16. S. 478, Social Security Expansion Act, entire bill 17. Nominations for Social Security Public Trustees 18. H.R. 397, Rehabilitation for Multiemployer Pensions Act, entire bill 19. H.R. 2654, Strengthening Social Security Act of 2019, entire bill 20. H.R. 4540, Public Servants Protection and Fairness Act, entire bill 21. Social Security Administration field office hours opening and closing 22. Electronic disclosure and notification of pension plan information 23. S. 2254, Butch Lewis Act of 2019, entire bill 24. H.R. 5306, Know Your Social Security Act, entire bill 25. S. 2989, Know Your Social Security Act, entire bill 26. H.R. 6356, Emergency Social Security Benefits Improvement Act, entire bill | Centers For Medicare and Medicaid Services (CMS),Federal Trade Commission (FTC),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),Pension & Welfare Benefits Administration,SENATE,Social Security Administration (SSA),U.S. Trade Representative (USTR) | 80000 | 0 | 0 | 2020-07-17T11:52:19.267000-04:00 | |
| 2471467 | DUTKO WORLDWIDE, LLC 88a49e56-e386-4197-9a9f-69a56071e718 | Q2 | DUTKO WORLDWIDE, LLC | 12868 | ACCENTURE FEDERAL SERVICES LLC | 2020 | second_quarter | RET | Monitor IT Modernization at the Social Security Administration | Agriculture, Dept of (USDA),Education, Dept of,Federal Housing Finance Agency (FHFA),Federal Retirement Thrift Investment Board,Food & Drug Administration (FDA),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Justice, Dept of (DOJ),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of | 40000 | 0 | 0 | 2020-07-17T12:07:51.310000-04:00 | |
| 2472289 | WILLIAMS AND JENSEN, PLLC 86c2bca5-2af3-4484-bc82-e0a09428c90a | Q2 | WILLIAMS AND JENSEN, PLLC | 41454 | HOUSTON FIREFIGHTERS RELIEF AND RETIREMENT FUND | 2020 | second_quarter | RET | Social Security legislation, H.R. 141, S. 521, H.R. 4540. H.R. 3934, S. 3526, Equal Treatment of Public Servants Act of 2019. | HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of | 40000 | 0 | 0 | 2020-07-17T13:47:33.060000-04:00 | |
| 2472301 | WILLIAMS AND JENSEN, PLLC ee1c9c3c-ea93-46c5-857c-2f9b20c49c8c | Q2 | WILLIAMS AND JENSEN, PLLC | 41454 | LOS ANGELES COUNTY EMPLOYEES' RETIREMENT SYSTEM | 2020 | second_quarter | RET | Social Security legislation, H.R. 141, S. 521, H.R. 4540, H.R. 3934. | HOUSE OF REPRESENTATIVES,SENATE | 50000 | 0 | 0 | 2020-07-17T13:48:36.507000-04:00 | |
| 2472341 | ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG) 89bd3550-54e2-4595-803d-81ad4c28144a | Q2 | ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG) | 57475 | SECURITIES INDUSTRY & FINANCIAL MARKETS ASSN. | 2020 | second_quarter | RET | Retirement policy issues, including those related to H.R. 6800 | HOUSE OF REPRESENTATIVES,SENATE | 50000 | 0 | 0 | 2020-07-17T13:55:52.627000-04:00 | |
| 2472398 | PUBLIC STRATEGIES WASHINGTON, INC. 1ec8017e-0b7d-45b1-a3dc-3eea8ab6bd1e | Q2 | PUBLIC STRATEGIES WASHINGTON, INC. | 32486 | INVESTMENT COMPANY INSTITUTE | 2020 | second_quarter | RET | Issues relating to retirement security and proposals to enhance and improve retirement savings. | HOUSE OF REPRESENTATIVES,SENATE | 40000 | 0 | 0 | 2020-07-17T14:04:06.963000-04:00 | |
| 2472459 | INTERNATIONAL BROTHERHOOD OF BOILERMAKERS fba64eca-6359-497b-84a9-0c546b134e0a | Q2 | INTERNATIONAL BROTHERHOOD OF BOILERMAKERS | 19811 | INTERNATIONAL BROTHERHOOD OF BOILERMAKERS | 2020 | second_quarter | RET | Multi-employer Pension Reform | HOUSE OF REPRESENTATIVES,SENATE | 50000 | 0 | 0 | 2020-07-17T14:11:21.597000-04:00 | |
| 2472468 | ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG) 4352155f-910c-4757-a37b-567ecc70f509 | Q2 | ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG) | 57475 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 2020 | second_quarter | RET | Retirement and pension policy | HOUSE OF REPRESENTATIVES,SENATE | 50000 | 0 | 0 | 2020-07-17T14:11:23.667000-04:00 | |
| 2472527 | PUBLIC STRATEGIES WASHINGTON, INC. e068728f-6ceb-427b-a259-a4928114157d | Q2 | PUBLIC STRATEGIES WASHINGTON, INC. | 32486 | PRUDENTIAL FINANCIAL INC | 2020 | second_quarter | RET | Issues relating to retirement security and proposals to enhance and improve retirement savings. Legislation to enhance retirement plan options | HOUSE OF REPRESENTATIVES,SENATE | 50000 | 0 | 0 | 2020-07-17T14:18:36.833000-04:00 | |
| 2472529 | PUBLIC STRATEGIES WASHINGTON, INC. 7c046d2c-0959-46ac-a1ae-4776d16715d8 | Q2 | PUBLIC STRATEGIES WASHINGTON, INC. | 32486 | PRINCIPAL FINANCIAL GROUP | 2020 | second_quarter | RET | Issues relating to retirement security and proposals to enhance and improve retirement savings | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2020-07-17T14:19:37.313000-04:00 | |
| 2472572 | BANNER PUBLIC AFFAIRS, LLC db9b59dc-1419-4f0a-ac2a-0427e456b274 | Q2 | BANNER PUBLIC AFFAIRS, LLC | 401046942 | CARPENTERS' BENEFIT PLANS | 2020 | second_quarter | RET | Pension issues and technical corrections. S. 2276/HR 4043, Vested Employee Pension Benefit Protection Act | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2020-07-17T14:23:47.020000-04:00 | |
| 2472955 | THE ARC OF THE UNITED STATES da88ce0c-d015-40c2-9f41-bfea2e3f5892 | Q2 | THE ARC OF THE UNITED STATES | 4174 | ARC OF THE UNITED STATES | 2020 | second_quarter | RET | Improvements to Social Security Act Title II and Title XVI for people with disabilities. Supplemental Security Income program issues, provisions dealing with persons with disabilities. Social Security Disability program issues, provisions dealing with persons with disabilities. Solvency of the Social Security Trust funds. Social Security 2100 Act (S.269, H.R. 860) to extend solvency and make benefits improvements. ABLE Age Adjustment Act (S.651, H.R. 1814) SSI Restoration Act (S. 2753, H.R. 4280) Stop The Wait Act (S.2496, H.R. 4386) Stimulus payments included in the CARES Act, H.R.748 | Centers For Medicare and Medicaid Services (CMS),Federal Emergency Management Agency (FEMA),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Housing & Urban Development, Dept of (HUD),SENATE,Transportation, Dept of (DOT) | 70000 | 0 | 0 | 2020-07-17T15:00:28.313000-04:00 | |
| 2473093 | ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG) 4f61a5dc-5e83-4a0b-9cb8-400897b4df3d | 2T | ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG) | 57475 | GENERAL ELECTRIC COMPANY | 2020 | second_quarter | RET | Pension provisions in HR 6800, the Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act | HOUSE OF REPRESENTATIVES,SENATE | 40000 | 0 | 1 | 2020-07-17T15:11:01.967000-04:00 | |
| 2473112 | VANGUARD GROUP 97f5d6e0-c9e2-47e1-b924-8958a3f2fcb0 | Q2 | VANGUARD GROUP | 291058 | VANGUARD GROUP | 2020 | second_quarter | RET | Issues in support of providing for electronic delivery of ERISA mandated retirement information, including the RETIRE Act and Proposed Rule 1210-AB90 Issues related to tax incentives for retirement savings Issues related to employee benefit plan administration Issues related to limitations on retirement plan contributions or assets Issues related to retirement coverage proposals Issues related to auto-enrollment safe harbor Issues related to improving and enhancing retirement plans Issues related to S.1431 the Retirement Security and Savings Act of 2019 Issues related to universal savings account vehicles Issues related to portable retirement accounts Issues related to allowing collective investment trusts in 403(b) plans, including H.R. 6257 the Public Service Retirement Fairness Act of 2020 Issues related to retirement planning services Issues related to H.R. 4117 the IRA Preservation Act of 2019 Issues related to fiscal stimulus, including H.R. 748 the Coronavirus Aid, Relief, and Economic Security (CARES) Act, and H.R. 6899 the HEROES Act | Commodity Futures Trading Commission (CFTC),HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of | 690000 | 0 | 0 | 2020-07-17T15:11:06.750000-04:00 | |
| 2473170 | BANNER PUBLIC AFFAIRS, LLC 95b94d1d-8e3f-4e00-958e-2505a8db5d8a | Q2 | BANNER PUBLIC AFFAIRS, LLC | 401046942 | NORTON ROSE FULBRIGHT US LLP | 2020 | second_quarter | RET | Pension plan funding rules, H.R. 6800, the Health and Economic Recovery Omnibus Emergency Solutions Act (HEROES Act) | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2020-07-17T15:17:24.953000-04:00 | |
| 2473260 | GREENBERG TRAURIG, LLP e5161519-2a61-4bb7-a9fe-dbf9007dc81f | Q2 | GREENBERG TRAURIG, LLP | 16896 | MARCH OF DIMES | 2020 | second_quarter | RET | Administrative and legislative monitoring and outreach on issues related to pension funding. Administrative and legislative monitoring and outreach related to Cooperative and Small Employer Charity Pension Flexibility Act amendments. Administrative and Legislative monitoring and outreach related to COVID-19 response. S. 3548, CARES Act. H.R. 748, CARES Act (P.L. 116-136). Monitor the implementation of H.R. 1865, Further Consolidated Appropriations Act, 2020 (P.L. 116-94). S. 3814, RESTART Act. H.R. 1388, RESTART Act. H.R. 6424, To extend the charitable deduction to all taxpayers regardless of whether a taxpayer itemizes deductions in order to encourage and increase charitable giving, and to provide for loans and loan guarantees to certain public charities. H.R. 6697, Local Chamber, Tourism, and 501(c)(6) Protection Act of 2020. H.R. 6800, The HEROES Act. H.R. 7010, Paycheck Protection Program Flexibility Act of 2020. Monitor Congressional response to Board of Governors of the Federal Reserve System Main Street Lending Program. | HOUSE OF REPRESENTATIVES,SENATE | 50000 | 0 | 0 | 2020-07-17T15:23:43.830000-04:00 |
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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);