lobbying_activities
Data license: Public Domain (U.S. Government data) · Data source: Federal Register API & Regulations.gov API
274 rows where filing_period = "second_quarter", filing_year = 2021 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2631009 | RUTLEDGE POLICY GROUP, LLC 25d9f183-c593-45b0-9651-611766e0454a | 2T | RUTLEDGE POLICY GROUP, LLC | 401105775 | NORTON ROSE FULBRIGHT US LLP | 2021 | second_quarter | RET | Single employer pension funding relief (American Rescue Plan Act) - all provisions | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 1 | 2021-05-23T22:14:09.837000-04:00 | |
| 2632616 | SIFF & ASSOCIATES PLLC ec8fb97d-e675-4d53-95e4-8a70ca5686ef | Q2 | SIFF & ASSOCIATES PLLC | 400665998 | UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA | 2021 | second_quarter | RET | Implementation of Pub. L. 117-2, the American Rescue Plan Act of 2021, legislation to provide for reconciliation pursuant to Title II of S. Con. Res. 5; Title IX, Subtitle H, Section 9704, Special Financial Assistance Program for Financially Troubled Multiemployer Plans. | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE | 20000 | 0 | 0 | 2021-07-02T14:28:56.033000-04:00 | |
| 2632620 | SIFF & ASSOCIATES PLLC 3c07cd38-d657-4dd5-9935-19a359e48a6a | Q2 | SIFF & ASSOCIATES PLLC | 400665998 | SIGNATORY WALL AND CEILING CONTRACTORS ALLIANCE | 2021 | second_quarter | RET | Implementation of Pub. L. 117-2, the American Rescue Plan Act of 2021, legislation to provide for reconciliation pursuant to Title II of S. Con. Res. 5; Title IX, Subtitle H, Section 9704, Special Financial Assistance Program for Financially Troubled Multiemployer Plans. | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of,White House Office | 50000 | 0 | 0 | 2021-07-02T14:30:56.667000-04:00 | |
| 2632833 | INTERNATIONAL UNION OF POLICE ASSOCIATIONS, AFL-CIO 6f5ce5f5-52dc-44e0-87fd-7226b674abf0 | Q2 | INTERNATIONAL UNION OF POLICE ASSOCIATIONS, AFL-CIO | 50400 | INTERNATIONAL UNION OF POLICE ASSOCIATIONS AFL-CIO | 2021 | second_quarter | RET | HR82, HR2337, S 129, HR2936, HR 3071, S 1511 | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2021-07-05T11:40:33.057000-04:00 | |
| 2632906 | THE MAJORITY GROUP, LLC 1a73c286-9fea-4dbc-972c-8fd392b36cc9 | 2A | THE MAJORITY GROUP, LLC | 400713141 | INTEGRATED STRATEGIES GROUP ON BEHALF OF ASSOC. OF ADMINISTRATIVE LAW JUDGES | 2021 | second_quarter | RET | reforms to social security benefit claims adjudication | HOUSE OF REPRESENTATIVES,SENATE | 15000 | 0 | 0 | 2021-07-06T09:56:10.120000-04:00 | |
| 2633036 | NATIONAL ASSOCIATION OF POSTAL SUPERVISORS 5c5599b7-52e6-4983-9abf-31c04de1d2b9 | Q2 | NATIONAL ASSOCIATION OF POSTAL SUPERVISORS | 401075023 | NATIONAL ASSOCIATION OF POSTAL SUPERVISORS | 2021 | second_quarter | RET | H.R. 82 - the Social Security Fairness Act, legislation is repeal the Government Pension Offset and the Windfall Elimination Provision H.R. 2337, the Public Servants Protection and Fairness Act | 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 | 2021-07-06T12:43:03.553000-04:00 | |
| 2633101 | KEVIN KAYES 9cc6c8b4-763c-410d-9166-4390fc06cd65 | Q2 | KEVIN KAYES | 401104434 | THE BROADWAY LEAGUE INC. | 2021 | second_quarter | RET | Relief for multiemployer pension plans included in the American Rescue Plan of 2021, PL 117-2. | HOUSE OF REPRESENTATIVES,SENATE | 40000 | 0 | 0 | 2021-07-06T13:47:41.057000-04:00 | |
| 2633102 | KEVIN KAYES 7de100f2-9d82-47c7-bd2c-aec607866b9a | Q2 | KEVIN KAYES | 401104434 | ARCBEST | 2021 | second_quarter | RET | Multiemployer pension relief included in the previously enacted H.R. 1319, the American Rescue Plan of 2021, PL 117-2. | HOUSE OF REPRESENTATIVES,SENATE | 40000 | 0 | 0 | 2021-07-06T13:48:41.817000-04:00 | |
| 2633800 | RICH FEUER ANDERSON 3dab89c4-0539-4599-8e8e-bb94890eaad3 | Q2 | RICH FEUER ANDERSON | 84775 | BLACKROCK FUNDS SERVICES GROUP LLC (FORMERLY BLACKROCK CAPITAL MANAGEMENT INC.) | 2021 | second_quarter | RET | Issues related to retirement security and savings, including retirement income products and retirement income disclosures and H.R.2594, the "Securing a Strong Retirement Act of 2021." | HOUSE OF REPRESENTATIVES,SENATE | 80000 | 0 | 0 | 2021-07-07T16:49:37.557000-04:00 | |
| 2633851 | CASSIDY & ASSOCIATES, INC. f8c39307-5093-4c5b-ba25-d2649341496f | Q2 | CASSIDY & ASSOCIATES, INC. | 8453 | SOCIETY OF ACTUARIES | 2021 | second_quarter | RET | General legislative issues related to actuarial profession | HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of | 20000 | 0 | 0 | 2021-07-07T17:48:09.560000-04:00 | |
| 2633985 | AZOA SERVICES CORP(ALLIANZ OF AMERICA) FORMERLY AZOA SERIVCES CORP/FIREMAN'S FUND(ALLIANZ OF AMERICA 041b9f60-c274-4839-a919-9679419ee883 | 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 | 2021 | second_quarter | RET | Monitor SEC's Regulation Best Interest Lobby in favor of H.R. 6994/S. 3795 from the 116th Congress, the Registered Index Linked Annuity Act Regarding the Department of Labors Financial Factors in Selecting Plan Investments, support changes to prevent the Department from requiring plan fiduciaries to select investments based solely on pecuniary factors and prohibiting consideration of Environmental, Societal, and Governmental factors. (No specific bills.) H.R. 2954, the Securing a Strong Retirement Act of 2021. S.1443, The Retirement Parity for Student Loans Act. | Commodity Futures Trading Commission (CFTC),HOUSE OF REPRESENTATIVES,Risk Management Agency,Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of | 560000 | 0 | 0 | 2021-07-08T09:58:02.957000-04:00 | |
| 2634112 | AMAC ACTION 4c1e1624-e215-4c0a-9d3e-11c3a42dbb5c | Q2 | AMAC ACTION | 401104675 | AMAC ACTION | 2021 | second_quarter | RET | healthcare reform solutions and legislation, Social Security reform solutions and legislation | Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,SENATE | 57988 | 0 | 0 | 2021-07-08T12:24:02.030000-04:00 | |
| 2634186 | DOUCET CONSULTING SOLUTIONS, LLC 6b717e54-6c36-4c74-830e-0a8163700990 | Q2 | DOUCET CONSULTING SOLUTIONS, LLC | 401104418 | LOUISIANA SHERIFFS' ASSOCIATION | 2021 | second_quarter | RET | Support of the Public Servants Protection and Fairness Act of 2021, H.R. 2337 | HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),SENATE,Treasury, Dept of | 10000 | 0 | 0 | 2021-07-08T14:34:47.837000-04:00 | |
| 2634204 | NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS b1402c16-1b49-4885-823d-a6eb869df585 | Q2 | NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS | 26901 | NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS | 2021 | second_quarter | RET | Issues related to IRA and pension reform. Issues related to investment advice in connection with retirement products. Issues related to individuals and business investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties, and safe harbors. | 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 | 430764 | 0 | 0 | 2021-07-08T15:07:04.443000-04:00 | |
| 2634270 | TREA SENIOR CITIZENS LEAGUE 12310f66-1fc6-4791-95b3-3484068b98d6 | Q2 | TREA SENIOR CITIZENS LEAGUE | 38426 | TREA SENIOR CITIZENS LEAGUE | 2021 | second_quarter | RET | Social Security Cost of Living Adjustment, Social Security Reform, Repeal of the Windfall Elimination Provision and the Government Pension Offset, High cost of prescription drugs. | HOUSE OF REPRESENTATIVES,SENATE | 5646 | 0 | 0 | 2021-07-08T16:12:55.560000-04:00 | |
| 2634486 | AMERICAN POSTAL WORKERS UNION, AFL-CIO 40b4679e-17d8-4088-8cbf-f4b67b458a3c | Q2 | AMERICAN POSTAL WORKERS UNION, AFL-CIO | 3138 | AMERICAN POSTAL WORKERS UNION AFL-CIO | 2021 | second_quarter | RET | H.R.82 Support for Social Security Fairness Act (S.1302) | HOUSE OF REPRESENTATIVES,SENATE | 140000 | 0 | 0 | 2021-07-09T09:46:13.193000-04:00 | |
| 2634767 | SQUIRE PATTON BOGGS f94a3acc-cb9c-41ea-8f32-7587da703b44 | Q2 | SQUIRE PATTON BOGGS | 30906 | AON SERVICE CORPORATION (FKA AON HEWITT) | 2021 | second_quarter | RET | Advice regarding retirement-related legislation and regulatory reform. | HOUSE OF REPRESENTATIVES,SENATE | 60000 | 0 | 0 | 2021-07-09T15:57:39.387000-04:00 | |
| 2634903 | DENT STRATEGIES 8e9497ac-65ac-4c7c-a90f-6d89767f2112 | Q2 | DENT STRATEGIES | 401105616 | CUNA MUTUAL GROUP | 2021 | second_quarter | RET | s. 1770, Retirement Savings and Security Act - promote employer sponsorship of retirement savings plans and employees participation in plans H.R. 2954, Secure a Strong Retirement Act - promote employer sponsorship of retirement savings plans and employees participation in plans H.R. 2917/S. 1443, Retirement Parity for Student Loans Act - allow employers to make matching contributions to a 401(k) plan while their employees make student loan payments | HOUSE OF REPRESENTATIVES,SENATE | 40000 | 0 | 0 | 2021-07-10T12:16:36.703000-04:00 | |
| 2635333 | DUTKO WORLDWIDE, LLC a2ef1aaf-5a19-4536-b9e3-5c88e2bb39eb | Q2 | DUTKO WORLDWIDE, LLC | 12868 | ACCENTURE FEDERAL SERVICES LLC | 2021 | second_quarter | RET | Monitor IT Modernization at the Social Security Administration. Support language to accelerate IT modernization efforts at SSA. | 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 | 2021-07-12T14:07:52.750000-04:00 | |
| 2635385 | POYNER SPRUILL LLP c937564f-9b82-4ad9-ae4c-b2dffb8c5f51 | Q2 | POYNER SPRUILL LLP | 400563685 | AMERICAN RETIREMENT ASSOCIATION | 2021 | second_quarter | RET | Implementation of SECURE Act (Public Law 116-94), Retirement plan correction programs, Retirement plan determination letter, Retirement plan reporting disclosure rules; and Implementation of single-employer pension provisions in American Rescue Plan Act (Public Law 117-2). | Internal Revenue Service (IRS),Labor, Dept of (DOL) | 30000 | 0 | 0 | 2021-07-12T15:08:42.307000-04:00 | |
| 2635513 | SIFF & ASSOCIATES PLLC 9e749b7c-9371-4b14-8b51-27c642d11e5a | Q2 | SIFF & ASSOCIATES PLLC | 400665998 | CENTER FOR CAPITAL MARKETS COMPETITIVENESS, U.S. CHAMBER OF COMMERCE | 2021 | second_quarter | RET | Department of Labor final rule on "Fiduciary Duties Regarding Proxy Voting and Shareholder Rights," amending the Investment Duties regulation to address the application of the prudence and exclusive purpose duties under the Employee Retirement Income Security Act of 1974 (ERISA) to the exercise of shareholder rights, including proxy voting, the use of written proxy voting policies and guidelines, and the selection and monitoring of proxy advisory firms (85 Fed. Reg. 81658, December 16, 2020). Department of Labor proposed rule regarding "Financial Factors in Selecting Plan Investments" (85 Fed. Reg. 39113, June 30, 2020). Forthcoming Department of Labor proposal regarding the "Definition of the Term 'Fiduciary'" (RIN 1210-AC02). | Labor, Dept of (DOL),SENATE | 20000 | 0 | 0 | 2021-07-12T17:02:55.283000-04:00 | |
| 2635605 | BLACKROCK FUNDS SERVICES GROUP, LLC 2544bf4f-9389-4638-a8cf-27078c7e11f9 | Q2 | BLACKROCK FUNDS SERVICES GROUP, LLC | 400534597 | BLACKROCK FUNDS SERVICES GROUP LLC | 2021 | second_quarter | RET | ESG Rule/DOL Proxy Rule/DOL HR 2954, "Securing a Strong Retirement Act of 2021" S 5064, "Improving Access to Retirement Savings Act" | 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 | 340000 | 0 | 0 | 2021-07-12T18:49:28.613000-04:00 | |
| 2636159 | RICH FEUER ANDERSON d852de95-e8aa-497b-a486-367073ee5e7d | Q2 | RICH FEUER ANDERSON | 84775 | FMR LLC | 2021 | second_quarter | RET | Legislation and regulation affecting employee retirement benefits, including H.R.2594, the "Securing a Strong Retirement Act of 2021." | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2021-07-13T15:17:13.677000-04:00 | |
| 2636336 | INTERNATIONAL ALLIANCE OF THEATRICAL STAGE EMPLOYEES 71df6e8b-42be-47c3-8ec2-4a20960587e9 | Q2 | INTERNATIONAL ALLIANCE OF THEATRICAL STAGE EMPLOYEES | 401105446 | INTERNATIONAL ALLIANCE OF THEATRICAL STAGE EMPLOYEES | 2021 | second_quarter | RET | Oppose the Giving Retirement Options to Workers Act | HOUSE OF REPRESENTATIVES,SENATE,U.S. Trade Representative (USTR) | 60000 | 0 | 0 | 2021-07-13T17:02:06.810000-04:00 | |
| 2636499 | SMART USA CO 4c7b067d-c459-41af-9e2d-f8148a3c4029 | Q2 | SMART USA CO | 401105823 | SMART USA CO | 2021 | second_quarter | RET | Issues related to retirement savings, small business retirement plan coverage, small business start-up credit, Pooled Employer Plans, lifetime income, Savers Credit, access to portable savings arrangements, QLACs, required minimum distribution age, child savings accounts, and automatic retirement plan or IRA arrangements. H.R. 4523, Automatic Retirement Plan Act (115th Congress). S. 2370, Automatic IRA Act (116th Congress). H.R. 8606, To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes (116th Congress). S. 3764, Young American Savers Act (116th Congress). H.R. 1319, the American Rescue Plan Act. S. 1703, Improving Access to Retirement Savings Act. H.R. 2913, Encouraging Americans to Save Act. H.R. 2954, Securing a Strong Retirement Act. S. 1770, Retirement Security and Savings Act. | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2021-07-14T01:04:46.263000-04:00 | |
| 2636680 | INVESTMENT COMPANY INSTITUTE 0571c613-f58e-404d-8a7d-1b9f5cf83de4 | Q2 | INVESTMENT COMPANY INSTITUTE | 20128 | INVESTMENT COMPANY INSTITUTE | 2021 | second_quarter | RET | S. 1677- EMPOWERS Act (Baldwin) S. 1762- Financial Factors in Selecting Retirement Plan Investments Act (Smith) H.R. 3308- EMPOWERS Act (Jayapal) H.R. 3387- Financial Factors in Selecting Retirement Plan Investments Act (DelBene) H.R. 3604- Retirees Sustainable Investment Opportunities Act (Levin) Electronic Distribution of Retirement Plan Communications Qualified Default Investment Alternatives | HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of | 1030000 | 0 | 0 | 2021-07-14T10:55:33.237000-04:00 | |
| 2636764 | NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC. 2bbb18b7-995a-4473-9923-3b26bc8533fb | Q2 | NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC. | 26980 | NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC. | 2021 | second_quarter | RET | Social Security Fairness Act; Public Servants Protection and Fairness Act; Public Safety Retirees Healthcare Protection Act; Expanding Health Care Options for Early Retirees Act; Securing a Strong Retirement Act | Bureau of Justice Assistance,Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),Office of Justice Program,SENATE | 40000 | 0 | 0 | 2021-07-14T11:48:55.283000-04:00 | |
| 2636892 | DAVIS & HARMAN LLP 985fca1d-895f-4f57-bbd2-ddcafcb0db8c | Q2 | DAVIS & HARMAN LLP | 11674 | LINCOLN NATIONAL CORPORATION | 2021 | second_quarter | RET | Comprehensive pension and retirement savings legislation. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Issues related to paid family, sick, and medical leave. S. 1770, Retirement Security and Savings Act. S. 2370, Automatic IRA Act (116th Congress). H.R. 2954, Securing a Strong Retirement Act. | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2021-07-14T13:02:34.970000-04:00 | ||
| 2637020 | AMERICAN BENEFITS COUNCIL a8f0b407-1b7c-4d7d-9b08-e3edc8edd43f | Q2 | AMERICAN BENEFITS COUNCIL | 4675 | AMERICAN BENEFITS COUNCIL | 2021 | second_quarter | RET | Legislative Consolidated Appropriations Act of 2021 - H.R. 133 (Public Law 116-260) - employer-sponsored retirement and other benefit plans American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - single-employer pension funding stabilization FY2022 budget proposal Administration - Infrastructure proposal Automatic Retirement Plan Act (ARPA) Improving Access to Retirement Savings Act - S. 1703 Retirement Savings Lost and Found Act - S. 1730 Retirement Parity for Student Loans Act - S. 1443/H.R. 2917 Financial Factors in Selecting Retirement Plan Investment Act - S. 1762 Retirement Security and Savings Act of 2021 - S. 1770 Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 Securing a Strong Retirement Act - H.R. 2954 Emergency Pension Plan Relief Act - H.R. 409 Emergency Pension Plan Relief Act - H.R. 423 Cybersecurity Environmental, Social and Governance (ESG) principals in investing Financial wellness Mortality Tables - improvements Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Regulatory DOL - sub-regulatory guidance - reduction of cybersecurity risks for retirement plan sponsors American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - single-employer pension funding stabilization - implementation issues DOL - Independent Contractor Rule - withdrawal of final rule PBGC/IRS - Missing Participants - request for clarifying guidance on missing participant benefits DOL - best practices for missing participants IRS - final regulations - automatic postponements during Federally declared disasters DOL - Environmental, Social and Governance (ESG) investment and proxy voting guidance, temporary non-enforcement policy DOL (EBSA) - guidance on maximum duration of relief extending certain participant and plan deadlines resulting from COVID-19 Treasury/IRS - safe harbor correction method for automatic contribution arrangements IRS - mandatory 60-day postponement of certain tax-related deadlines Treasury/IRS - … | Centers For Medicare and Medicaid Services (CMS),Equal Employment Opportunity Commission (EEOC),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of,White House Office | 324796 | 0 | 0 | 2021-07-14T14:04:08.243000-04:00 | |
| 2637677 | NATIONAL RURAL LETTER CARRIERS' ASSOCIATION e407c6dd-76fc-4cb4-8420-aeb5edd8d9ef | Q2 | NATIONAL RURAL LETTER CARRIERS' ASSOCIATION | 28526 | NATIONAL RURAL LETTER CARRIERS' ASSOCIATION | 2021 | second_quarter | RET | H.R.82-"Social Security Fairness Act of 2021"-this legislation repeals provisions that would reduce Social Security benefits for individuals who receive other benefits such as a pension from a state or local government, and eliminates the GPO and WEP. The NRLCA has not taken a position. H.R.2337-"Public Servants Protection and Fairness Act", this legislation offsets the WEP and provides limited relief for those beneficiaries impacted. The NRLCA has not taken a position. | HOUSE OF REPRESENTATIVES,SENATE | 125000 | 0 | 0 | 2021-07-15T10:51:36.280000-04:00 | |
| 2637721 | MELTSNER STRATEGIES, LLC 5fe0c223-957b-4c5c-88c9-480967eaa7d9 | Q2 | MELTSNER STRATEGIES, LLC | 401079030 | NATIONAL ORGANIZATION OF SOCIAL SECURITY CLAIMANTS' REPRESENTATIVES | 2021 | second_quarter | RET | Fee increase for Social Security Claimants' Representatives Stop The Wait Act (yet unnumbered) | HOUSE OF REPRESENTATIVES,SENATE | 22500 | 0 | 0 | 2021-07-15T11:22:49.663000-04:00 | |
| 2637863 | KNIGHT CAPITOL CONSULTANTS e8f51640-2f4b-4ef0-8700-18ec3127f79f | Q2 | KNIGHT CAPITOL CONSULTANTS | 40036301 | CNO FINANCIAL GROUP | 2021 | second_quarter | RET | Potential issues of interest to the life insurance industry, including those affecting retirement savings, in the infrastructure legislation now being written (no bill introduced yet) | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2021-07-15T12:54:50.397000-04:00 | |
| 2638000 | TRUCKER HUSS APC e65151e3-ba43-429f-84e5-f0ef27072aad | Q2 | TRUCKER HUSS APC | 400537609 | WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND | 2021 | second_quarter | RET | Composite Plan Legislation, Multiemployer pension funding and solvency, PBGC premiums | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of | 0 | 0 | 2021-07-15T13:47:26.580000-04:00 | ||
| 2638172 | BAKERY, CONFECTIONERY, TOBACCO WORKERS AND GRAIN MILLERS INTERNATIONAL UNION d29b0b10-2c0d-49eb-9c7a-c3806ef33f42 | Q2 | BAKERY, CONFECTIONERY, TOBACCO WORKERS AND GRAIN MILLERS INTERNATIONAL UNION | 401105346 | BAKERY, CONFECTIONERY, TOBACCO WORKERS AND GRAIN MILLERS INTERNATIONAL UNION | 2021 | second_quarter | RET | American Rescue Plan Act of 2021 | Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,Pension Benefit Guaranty Corporation (PBGC),SENATE,White House Office | 0 | 0 | 2021-07-15T14:24:27.893000-04:00 | ||
| 2638312 | DAVIS & HARMAN LLP 60c310fe-87ad-4aaf-b482-6464ceba42c2 | Q2 | DAVIS & HARMAN LLP | 11674 | SPARK INSTITUTE | 2021 | 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. Issues related to spousal consent and cybersecurity. H.R. 4610/S. 3759, RETIRE Act (115th Congress). H.R. 2954, Securing A Strong Retirement Act. S. 1770, Retirement Security and Savings Act. Provisions related to pension plans including, the American Rescue Plan Act of 2021. | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2021-07-15T14:59:53.687000-04:00 | |
| 2638316 | DAVIS & HARMAN LLP a6e30e99-4d76-4a06-839c-09b85a1f98b3 | Q2 | DAVIS & HARMAN LLP | 11674 | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | 2021 | 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. Issues related to the tax treatment of retirement plans, IRAs, and annuity products. S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act. | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2021-07-15T15:00:55.133000-04:00 | ||
| 2638359 | DAVIS & HARMAN LLP 7eab18ae-bc45-4a43-83d0-7344a9c38fa7 | Q2 | DAVIS & HARMAN LLP | 11674 | VANGUARD GROUP | 2021 | second_quarter | RET | Issues related to tax incentives for retirement savings. Issues related to employee benefit plan investments and administration, and electronic delivery of ERISA-mandated statements and disclosures, including: H.R. 2741, Public Service Retirement Fairness Act of 2020. S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act. | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2021-07-15T15:10:08.797000-04:00 | |
| 2638363 | DAVIS & HARMAN LLP 8ddd886d-5f5c-4bab-913a-1bba6b4f1354 | Q2 | DAVIS & HARMAN LLP | 11674 | RETIREMENT INDUSTRY TRUST ASSOCIATION | 2021 | second_quarter | RET | Issues related to retirement savings and IRAs. S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act. | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2021-07-15T15:11:10.407000-04:00 | ||
| 2638398 | DAVIS & HARMAN LLP 3f5559ed-e940-4d33-a11b-6b2cd2499dca | Q2 | DAVIS & HARMAN LLP | 11674 | INSPIRA FINANCIAL | 2021 | second_quarter | RET | Issues related to retirement savings. Issues related to automatic rollovers, missing participants, PBGC, and cash-out limits. H.R. 5676, Retirement Plan Modernization Act (116th Congress). S. 1770, Retirement Security and Savings Act. S. 1730, Retirement Savings Lost and Found Act. H.R. 2954, Securing A Strong Retirement Act. | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2021-07-15T15:16:19.667000-04:00 | |
| 2638404 | DAVIS & HARMAN LLP e98b0d65-7cf0-4b66-b508-b9df4ac0bad2 | Q2 | DAVIS & HARMAN LLP | 11674 | MISSIONSQUARE RETIREMENT | 2021 | second_quarter | RET | Proposals related to retirement and retiree health savings and collective investment trusts. S. 1770, Retirement Security and Savings Act. H.R. 2741, Public Service Retirement Fairness Act of 2020. H.R. 2954, Securing a Strong Retirement Act. | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2021-07-15T15:17:21.673000-04:00 | ||
| 2638424 | DAVIS & HARMAN LLP 4a7300d5-eecc-4d57-9a24-5f68dc76a338 | Q2 | DAVIS & HARMAN LLP | 11674 | TIAA | 2021 | 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. Issues related to electronic notarization. H.R. 4610/S. 3795, RETIRE Act (115th Congress). S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act. H.R. 8990, Lifetime Income for Employees Act (116th Congress). | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2021-07-15T15:19:26.767000-04:00 | |
| 2638754 | SHEET METAL & AIR CONDITIONING CONTRACTORS NAT'L ASSN 1eb7b56e-f04c-49d0-818a-384365f8995e | Q2 | SHEET METAL & AIR CONDITIONING CONTRACTORS NAT'L ASSN | 35068 | SHEET METAL & AIR CONDITIONING CONTRACTORS NAT'L ASSN | 2021 | second_quarter | RET | Support Multiemployer Pension System, support Davis-Bacon (Prevailing Wage laws), support proper classification of employees (oppose misclassification) Oppose repealing Davis-Bacon Act - H.R. 2218 Support amendment to add Davis-Bacon Act coverage to "The Endless Frontier Act"/Oppose Cornyn-Cotton amendment to remove Davis-Bacon Coverage - S. 1260 Support The Clean Energy for America Act | General Services Administration (GSA),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of | 0 | 0 | 2021-07-15T18:08:55.407000-04:00 | ||
| 2638923 | ALYSON PARKER c0839c78-79cc-41a0-a8c3-1cf47181bf7a | Q2 | ALYSON PARKER | 401104026 | NATIONAL RETIREE LEGISLATIVE NETWORK | 2021 | second_quarter | RET | Pension recoupment Annual Funding Notice Section 420 transfers for retiree benefits | 15000 | 0 | 0 | 2021-07-15T20:30:22.980000-04:00 | ||
| 2639242 | DYKEMA GOSSETT PLLC 15495e1f-841b-4be6-9723-6557975dd6b7 | Q2 | DYKEMA GOSSETT PLLC | 12915 | THE ERISA INDUSTRY COMMITTEE | 2021 | second_quarter | RET | FAMILY Act and other paid leave issues. General issues and regulations on retirement. PBGC premiums. Securing a Strong Retirement Act of 2021 (SSA). Retirement Security and Savings Act. Enhancing Emergency and Retirement Savings Act of 2021. Building an Economy for Families Act. | Centers For Medicare and Medicaid Services (CMS),Council of Economic Advisers (CEA),Equal Employment Opportunity Commission (EEOC),Executive Office of the President (EOP),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 | 2021-07-16T10:26:46.037000-04:00 | |
| 2639284 | DYKEMA GOSSETT PLLC d05dfd36-1a68-4bc5-8b18-a1a318218e2d | Q2 | DYKEMA GOSSETT PLLC | 12915 | JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) | 2021 | second_quarter | RET | Lobbied in support of retirement security and pension provisions. | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2021-07-16T10:38:58.480000-04:00 | |
| 2639377 | SIFF & ASSOCIATES PLLC ac85407d-bac8-4b79-8fec-3ae88d509edc | Q2 | SIFF & ASSOCIATES PLLC | 400665998 | FMR LLC | 2021 | second_quarter | RET | Department of Labor proposed class exemption regarding "Improving Investment Advice for Workers and Retirees" (85 Fed. Reg. 40834, July 7, 2020). New proposals in the Department of Labor Spring 2021 Semiannual Regulatory Agenda related to retirement plans. | Labor, Dept of (DOL),SENATE | 30000 | 0 | 0 | 2021-07-16T10:55:13.757000-04:00 | |
| 2639402 | THE ESOP ASSOCIATION a4083eb8-8de7-4a71-846f-28c3d64d9eec | Q2 | THE ESOP ASSOCIATION | 13858 | ESOP ASSOCIATION | 2021 | 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. 1319, American Rescue Plan Act of 2021, all provisions relating to SBA loans, lending, unemployment, taxes and credit. | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2021-07-16T11:00:20.813000-04:00 | |
| 2639419 | TIBER CREEK GROUP 610aafe6-92cd-450b-be23-75e14968a2c4 | Q2 | TIBER CREEK GROUP | 20744 | THE CAPITAL GROUP COMPANIES, INC. AND ITS AFFILIATES | 2021 | second_quarter | RET | Issues related to retirement savings; H.R. 2954 - Securing a Strong Retirement Act; S. 1770 - Retirement Security and Savings Act | HOUSE OF REPRESENTATIVES,SENATE | 50000 | 0 | 0 | 2021-07-16T11:04:25.853000-04:00 | |
| 2639598 | TIBER CREEK GROUP be881fbc-19db-4f64-bc1b-c9336f4cdad2 | Q2 | TIBER CREEK GROUP | 20744 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 2021 | second_quarter | RET | Implementation of the Setting Every Community Up for Retirement Enhancement Act (PL 116-94); S. 1770 - Retirement Security & Savings Act; H.R. 2954 - The Securing a Strong Retirement Act of 2021. | HOUSE OF REPRESENTATIVES,SENATE | 80000 | 0 | 0 | 2021-07-16T11:45:15.140000-04:00 | |
| 2639629 | FORSCEY, PLLC b2371d6f-5ebc-43ab-b08f-6eb4eb084f14 | Q2 | FORSCEY, PLLC | 52880 | WRITERS GUILD OF AMERICA, WEST | 2021 | second_quarter | RET | Work in support of legislation and implementing regulations to the American Recovery Act provision that provides direct grants to certain distressed multi-employers to make up for funding shortfalls in such plans and to improve funding of the Pension Benefit Guaranty Corporation (PBGC). | Federal Communications Commission (FCC),HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of | 30000 | 0 | 0 | 2021-07-16T11:54:23.363000-04:00 | |
| 2639699 | DAVIS & HARMAN LLP da5abd58-e3dc-4cc1-817c-8377bb442479 | Q2 | DAVIS & HARMAN LLP | 11674 | GIRL SCOUTS OF THE USA | 2021 | second_quarter | RET | Pension funding issues. | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2021-07-16T12:05:37.547000-04:00 | ||
| 2640117 | FORD MOTOR COMPANY b5f4778f-f22d-436e-bf4a-9caf2ccf5cbb | Q2 | FORD MOTOR COMPANY | 15133 | FORD MOTOR COMPANY | 2021 | second_quarter | RET | Pension non-discrimination testing issue PBGC Premium increases | Commerce, Dept of (DOC),Energy, Dept of,Environmental Protection Agency (EPA),Federal Communications Commission (FCC),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Natl Economic Council (NEC),Natl Security Council (NSC),Pension Benefit Guaranty Corporation (PBGC),SENATE,State, Dept of (DOS),Transportation, Dept of (DOT),Treasury, Dept of,U.S. Trade Representative (USTR),White House Office | 736131 | 0 | 0 | 2021-07-16T13:32:11.927000-04:00 | |
| 2640178 | AARP f61a6f6d-a6c0-49cf-b666-b5d3906b0436 | 2A | AARP | 1694 | AARP | 2021 | second_quarter | RET | No bill number. Testified during hearing: Examining Pathways to Build a Stronger, More Inclusive Retirement System. No bill number - Discussed retirement plan portability. No bill number. Discussed paper and electronic delivery for retirement plan disclosures and notices. No bill number. Discussed private-sector retirement reform legislation, including establishment of a national automatic retirement system. No bill number. Discussed state-facilitated retirement savings programs for private-sector workers No bill number. Discussed part-time worker, independent contractor, contingent worker, personal/individual and portable retirement plan issues. No bill number. Discussed fiduciary responsibility issues. No bill number. Discussed student loan and retirement saving issues. No bill number. Discussed retirement plan data collection, retention, dissemination and cybersecurity issues. No bill number. Discussed small employer and pooled retirement plan issues. No bill number. Discussed small retirement account cash-out issues. No bill number. Discussed Individual Retirement Account (IRA) and Required Minimum Distribution (RMD). No bill number. Discussed options to improve spend down of retirement savings after retirement. No bill number. Discussed Savers Tax Credit. No bill number. Discussed women and retirement security. H.R. 2954 SECURE Act. S. 1770, the Retirement Security and Safety Act. S. 1295/H.R. 2575, the TRUST Act of 2021. H.R. 4143/S. 2204, the Know Your Social Security Act. H.R. 4072, the Social Security Child Protection Act. No bill number. Written statement for a hearing entitled Social Security During COVID: How the Pandemic Hampered Access to Benefits and Strategies for Improving Service Delivery. S. 1955/H.R. 3632, the Social Security Caregiver Credit Act. No bill number. Discussed hearing entitled Equity In Social Security: In Their Own Words. No bill number - the Protecting Our Widows and Widowers in Retirement (POWR) Act. H.R. 3915, a bill to amend title II of the Social … | Administration for Children & Families (ACF),Agriculture, Dept of (USDA),Centers For Disease Control & Prevention (CDC),Centers For Medicare and Medicaid Services (CMS),Consumer Financial Protection Bureau (CFPB),Corporation for Natl & Community Service,Defense, Dept of (DOD),Equal Employment Opportunity Commission (EEOC),Food & Drug Administration (FDA),Government Accountability Office (GAO),Health & Human Services, Dept of (HHS),Health Resources & Services Administration (HRSA),HOUSE OF REPRESENTATIVES,Housing & Urban Development, Dept of (HUD),Internal Revenue Service (IRS),Justice, Dept of (DOJ),Labor, Dept of (DOL),Natl Institutes of Health (NIH),Natl Transportation Safety Board (NTSB),Office of Management & Budget (OMB),Office of Personnel Management (OPM),Office of the Comptroller of the Currency (OCC),Pension Benefit Guaranty Corporation (PBGC),Securities & Exchange Commission (SEC),SENATE,Social Security Administration (SSA),Transportation, Dept of (DOT),Treasury, Dept of,Veterans Affairs, Dept of (VA),White House Office | 2720000 | 0 | 0 | 2021-07-16T13:47:26.323000-04:00 | |
| 2640239 | HANCE SCARBOROUGH 774b0baa-1815-4d72-acdd-9f590b55896c | Q2 | HANCE SCARBOROUGH | 17443 | ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS | 2021 | second_quarter | RET | H.R. 1319 The American Rescue Plan Act H.R. 748 CARES Act H.R. 133 Consolidated Appropriations Act, 2021 Public Servants Protection and Fairness Act, H.R. 4540 | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2021-07-16T14:00:40.653000-04:00 | |
| 2640293 | PRINCIPAL FINANCIAL GROUP afaa811b-5805-441a-b2f4-f78c038f66b6 | Q2 | PRINCIPAL FINANCIAL GROUP | 32178 | PRINCIPAL FINANCIAL GROUP | 2021 | second_quarter | RET | HR2954 Securing a Strong Retirement Act of 2021 To increase retirement savings, simplify and clarify retirement plan rules, and for other purposes. S1770 Retirement Security and Savings Act of 2021 To amend the Internal Revenue Code of 1986 to reform retirement provisions, and for other purposes. S1870 The Enhancing Emergency and Retirement Savings Act of 2021 The bill is designed to allow DC participants and IRA savers to take limited, penalty-free withdrawals from their DC plans or IRAs, under the premise of assisting with emergency expenses. | HOUSE OF REPRESENTATIVES,SENATE | 486000 | 0 | 0 | 2021-07-16T14:13:53.420000-04:00 | |
| 2640297 | DAVIS & HARMAN LLP 4c73ac27-ee80-4b27-bf5c-df512ed08322 | Q2 | DAVIS & HARMAN LLP | 11674 | EDWARD JONES INVESTMENTS | 2021 | second_quarter | RET | Proposals related to small business retirement issues and retirement savings issues. SIMPLE IRAs. Required minimum distribution issues. Proposals to assist military spouses. S. 321, Retirement Security Act (116th Congress). H.R. 4117, IRA Preservation Act (116th Congress). H.R. 1453/S. 1273, Military Spouses Retirement Security Act. S. 1703, Improving Access to Retirement Savings Act. H.R. 8606, To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes, and for other purposes (116th Congress), S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act. | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2021-07-16T14:14:53.890000-04:00 | |
| 2640310 | DAVIS & HARMAN LLP 6f3e2377-ccfb-4d49-ad67-cbe9352f1eca | Q2 | DAVIS & HARMAN LLP | 11674 | STATE STREET BANK AND TRUST CO. | 2021 | 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. H.R. 1907, Retirement Security for American Workers Act (116th Congress). Proposals related to environmental, social, and governance criteria in plan investments and proxy voting. Child Savings Accounts. H.R. 4523, the Automatic Retirement Plan Act (115th Congress). 403(b) investments. Annuity defaults. Annuity tax credits. S. 1770, Retirement Security and Savings Act. S. 1011, to modify the requirements for multiple employer plans, and for other purposes (116th Congress). S. 321, Retirement Security Act (116th Congress). H.R. 2741, Public Service Retirement Fairness Act. S. 1703, Improving Access to Retirement Savings. H.R. 2954, Securing a Strong Retirement Act. H.R. 8606, To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes, and for other purposes (116th Congress). H.R. 1319, the American Rescue Plan Act. S. 1870, Enhancing Emergency and Retirement Savings Act of 2021. | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2021-07-16T14:21:58.180000-04:00 | |
| 2640315 | DAIRY FARMERS OF AMERICA, INC. 33890434-6953-48f5-9332-f154cd6fdbf9 | Q2 | DAIRY FARMERS OF AMERICA, INC. | 47314 | DAIRY FARMERS OF AMERICA INC | 2021 | second_quarter | RET | Educated members of Congress on problems with multi-employer pensions. | Agriculture, Dept of (USDA),HOUSE OF REPRESENTATIVES,SENATE,U.S. Trade Representative (USTR),White House Office | 480000 | 0 | 0 | 2021-07-16T14:22:58.803000-04:00 | |
| 2640333 | DAVIS & HARMAN LLP 863aefe3-e0c2-4b43-a901-a0c32fd0ab94 | Q2 | DAVIS & HARMAN LLP | 11674 | WILLIS NORTH AMERICA INC | 2021 | second_quarter | RET | Issues related to government issued mortality tables. Issues related to tax incentives for retirement savings. Retirement assumption issues. S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act. | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2021-07-16T14:26:01.553000-04:00 | ||
| 2640372 | DAVIS & HARMAN LLP 2c00ca83-dedc-4b35-81be-29158b312839 | Q2 | DAVIS & HARMAN LLP | 11674 | AMERICAN BENEFITS COUNCIL | 2021 | 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 environmental, social, and governance plan investments and proxy voting. 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 related 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. Child Savings Accounts. Proposals related to the establishment of savings accounts for emergencies. Propo… | HOUSE OF REPRESENTATIVES,SENATE | 80000 | 0 | 0 | 2021-07-16T14:36:11.103000-04:00 | |
| 2640417 | DAVIS & HARMAN LLP 5b1e28ff-fac3-46a5-81cd-05662495aa89 | Q2 | DAVIS & HARMAN LLP | 11674 | LPL FINANCIAL | 2021 | 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 (116th Congress). S. 1770, Retirement Security and Savings Act. S. 321, Retirement Security Act (116th Congress). S. 1272, SIMPLE Plan Modernization Act. H.R. 8083, Preserving Employee Retirement Savings Act (116th Congress). S. 1703, Improving Access to Retirement Savings. H.R. 2954, Securing a Strong Retirement Act. H.R. 8606, To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes, and for other purposes (116th Congress). | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2021-07-16T14:43:20.757000-04:00 | |
| 2640444 | DAVIS & HARMAN LLP 8a686c63-efe3-4b02-96bd-289d47d4842e | Q2 | DAVIS & HARMAN LLP | 11674 | SMART USA CO. | 2021 | second_quarter | RET | : Issues related to retirement savings, small business retirement plan coverage, small business start-up credit, Pooled Employer Plans, lifetime income, Savers Credit, access to portable savings arrangements, QLACs, required minimum distribution age, child savings accounts, and automatic retirement plan or IRA arrangements. H.R. 4523, Automatic Retirement Plan Act (115th Congress). S. 2370, Automatic IRA Act (116th Congress). H.R. 8606, To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes (116th Congress). S. 3764, Young American Savers Act (116th Congress). H.R. 1319, the American Rescue Plan Act. S. 1703, Improving Access to Retirement Savings Act. H.R. 2913, Encouraging Americans to Save Act. H.R. 2954, Securing a Strong Retirement Act. S. 1770, Retirement Security and Savings Act. | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2021-07-16T14:48:26.967000-04:00 | |
| 2640460 | DAVIS & HARMAN LLP 39d4cdea-4322-49c2-b458-98311e9485b1 | Q2 | DAVIS & HARMAN LLP | 11674 | NATIONWIDE INSURANCE COMPANIES | 2021 | 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. H.R. 1439, Increasing Access to a Secure Retirement Act (116th Congress). S. 1770, Retirement Security and Savings Act. S. 1011, to modify the requirements for multiple employer plans, and for other purposes (116th Congress). S. 321, Retirement Security Act (116th Congress). Proposals related to ETFs and variable annuities. H.R. 2951, To direct the Secretary of the Treasury to modify certain regulations relating to insurance dedicated exchange traded funds. S. 1703, Improving Access to Retirement Savings Act. H.R. 2954, Securing a Strong Retirement Act. H.R. 8606, To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes, and for other purposes (116th Congress). H.R. 1319, the American Rescue Plan Act. S. 1870, Enhancing Emergency and Retirement Savings Act. | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2021-07-16T14:54:42.643000-04:00 | |
| 2640494 | DAVIS & HARMAN LLP 3d3ef71f-780a-44b1-b391-eb7730c00b43 | Q2 | DAVIS & HARMAN LLP | 11674 | FMR LLC | 2021 | second_quarter | RET | Proposals to expand retirement plan coverage and adequacy, including proposals to reform the multiple employer plan rules. Proposals related to creating of new qualified retirement plans for small business. 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 related to electronic disclosure. S. 1770, Retirement Security and Savings Act. S. 1011, to modify the requirements for multiple employer plans, and for other purposes (116th Congress). S. 1272, SIMPLE Plan Modernization Act. S. 321, Retirement Security Act (116th Congress). Issues related to e-notarization. S. 1428/H.R. 6276, Retirement Parity for Student Loans Act (116th Congress). S. 1625, Securing and Enabling Commerce Using Remote and Electronic Notarization Act. S. 1703, Improving Access to Retirement Savings. H.R. 2954, Securing a Strong Retirement Act. H.R. 8606, To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes, and for other purposes (116th Congress). | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2021-07-16T15:00:51.297000-04:00 | |
| 2640499 | DAVIS & HARMAN LLP c2435202-349b-495b-8812-288fdd61a2a6 | Q2 | DAVIS & HARMAN LLP | 11674 | BROKER/DEALER COORDINATION GROUP | 2021 | second_quarter | RET | Issues related to the effect of the Department of Labor's fiduciary definition regulation and coordination of such regulation with SEC broker/dealer stand of care. Legislative proposals to address the fiduciary issue or the SEC standard of care. State fiduciary rules. | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2021-07-16T15:02:52.640000-04:00 | ||
| 2640518 | DAVIS & HARMAN LLP 20d886f7-d81a-435b-96db-0a68ac1b250a | Q2 | DAVIS & HARMAN LLP | 11674 | TRANSAMERICA LIFE INSURANCE COMPANY | 2021 | second_quarter | RET | Proposals related to retirement plans for small business. Proposals to reform the multiple employer plan rules. Proposals related to ABLE accounts. Issues related to defined benefit plan funding. 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. Plan consolidation. Proposals to amend the Internal Revenue Code and ERISA to avoid duplicative annual reporting, including H.R. 982 and S. 354. S. 1770, Retirement Security and Savings Act. S. 1011, to modify the requirements for multiple employer plans, and for other purposes (116th Congress). 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. 2741, Public Service Retirement Fairness Act. S. 1625, Securing and Enabling Commerce Using Remote and Electronic Notarization Act. S. 1703, Improving Access to Retirement Savings. H.R. 2954, Securing a Strong Retirement Act. H.R. 8606, To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes, and for other purposes (116th Congress). H.R. 423/H.R. 409, Emergency Pension Plan Relief Act. H.R. 1319, the American Rescue Plan Act. | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2021-07-16T15:05:58.630000-04:00 | |
| 2640548 | DAVIS & HARMAN LLP f2e49bb9-95cd-4de4-b7f7-715d2977fede | Q2 | DAVIS & HARMAN LLP | 11674 | NATIONAL RURAL ELECTRIC COOPERATIVE ASSN | 2021 | 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. Proposals related to employee tax credit for employer retirement contributions. 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. H.R. 1439, Increasing Access to a Secure Retirement Act (116th Congress). S. 1770, Retirement Security and Savings Act. S. 1011, to modify the requirements for multiple employer plans, and for other purposes (116th Congress). S. 321, Retirement Security Act (116th Congress). Proposals related to ETFs and variable annuities. H.R. 2951, To direct the Secretary of the Treasury to modify certain regulations relating to insurance dedicated exchange traded funds. S. 1703, Improving Access to Retirement Savings Act. H.R. 2954, Securing a Strong Retirement Act. H.R. 8606, To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes, and for other purposes (116th Congress). H.R. 1319, the American Rescue Plan Act. | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2021-07-16T15:12:05.950000-04:00 | |
| 2640787 | SUMMIT STRATEGIES GOVERNMENT AFFAIRS LLC 61ae9bba-421c-463b-affd-f16d81ce40fc | Q2 | SUMMIT STRATEGIES GOVERNMENT AFFAIRS LLC | 401103550 | THE ASSOCIATION OF UNION CONSTRUCTORS | 2021 | second_quarter | RET | Issues related to multiemployer pension reform. | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2021-07-16T15:59:02.163000-04:00 | |
| 2641577 | INTERNATIONAL FEDERATION OF PROFESSIONAL AND TECHNICAL ENGINEERS (IFPTE) 1ef5b815-c765-493e-9ea1-a31bc7fc44e5 | Q2 | INTERNATIONAL FEDERATION OF PROFESSIONAL AND TECHNICAL ENGINEERS (IFPTE) | 19968 | INTERNATIONAL FEDERATION OF PROFESSIONAL AND TECHNICAL ENGINEERS (IFPTE) | 2021 | second_quarter | RET | Social Security 2100 Act Appeals Council rule ALJ Competitive Service Restoration Act | HOUSE OF REPRESENTATIVES,Natl Aeronautics & Space Administration (NASA),SENATE | 55000 | 0 | 0 | 2021-07-17T09:40:26.553000-04:00 | |
| 2641662 | GLADNEY LAW GROUP cad25c13-3fb3-4160-a4c1-2c2ebbf271b7 | Q2 | GLADNEY LAW GROUP | 401105457 | INTERN ASSOC OF BRIDGE, STRUCTURAL, ORNAMENTAL AND REINFORCING IRONWORKERS | 2021 | second_quarter | RET | Amendment to 26U.S.C. 414(k) | HOUSE OF REPRESENTATIVES,Pension Benefit Guaranty Corporation (PBGC),SENATE | 0 | 0 | 2021-07-17T10:38:04.283000-04:00 | ||
| 2642407 | FORBES-TATE a66d18cc-f393-4f82-ada9-8ed91b169d7e | Q2 | FORBES-TATE | 400976792 | INSURED RETIREMENT INSTITUTE | 2021 | second_quarter | RET | Issues related to retirement savings. | HOUSE OF REPRESENTATIVES,SENATE | 60000 | 0 | 0 | 2021-07-17T16:41:33.940000-04:00 | |
| 2642445 | HOLLAND & KNIGHT LLP a0f9c980-974e-486b-9e94-b47b2805433c | Q2 | HOLLAND & KNIGHT LLP | 18466 | CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. | 2021 | second_quarter | RET | Educating members of Congress and staff on financial planning business tax incentives and retirement issues and policy. | HOUSE OF REPRESENTATIVES,SENATE | 60000 | 0 | 0 | 2021-07-17T16:56:44.780000-04:00 | |
| 2642510 | BROWNSTEIN HYATT FARBER SCHRECK, LLP 4662b7ad-6083-4163-8a0c-173fe93bbf1b | Q2 | BROWNSTEIN HYATT FARBER SCHRECK, LLP | 7257 | AMERIPRISE FINANCIAL | 2021 | second_quarter | RET | Issues related to: Retirement products Corporate tax International tax | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2021-07-17T18:01:15.717000-04:00 | |
| 2642789 | CROSSROADS STRATEGIES, LLC ca85ca63-b630-4682-9b0f-356bf11acfc8 | Q2 | CROSSROADS STRATEGIES, LLC | 400531586 | NATIONAL ASSOCIATION OF FARM SERVICE AGENCY COUNTY OFFICE EMPLOYEES (NASCOE) | 2021 | second_quarter | RET | Legislative activities that impact Farm Service Agency (FSA) programs and employees; H.R.4268, To amend title 5, United States Code, to provide that civilian service in a temporary position after December 31, 1988, may be creditable service under the Federal Employees Retirement System, and for other purposes. | Agriculture, Dept of (USDA),Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2021-07-18T10:52:28.573000-04:00 | |
| 2642951 | NEXA STRATEGIES, LLC 082ac569-1d1c-42d0-af8e-389f3cc1f610 | 2T | NEXA STRATEGIES, LLC | 401103711 | DOTCHIN & ASSOCIATES ON BEHALF OF UNITED PARCEL SERVICE | 2021 | second_quarter | RET | Multi-Employer Pension Reform Proposals including those in COVID relief packages | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 1 | 2021-07-18T11:54:59.553000-04:00 | |
| 2642983 | NATIONAL ORGANIZATION OF SOCIAL SECURITY CLAIMANTS' REPRESENTATIVES e015b4ed-17b0-4a03-ad16-426c7d0eaace | Q2 | NATIONAL ORGANIZATION OF SOCIAL SECURITY CLAIMANTS' REPRESENTATIVES | 28253 | NATIONAL ORGANIZATION OF SOCIAL SECURITY CLAIMANTS' REPRESENTATIVES | 2021 | second_quarter | RET | Issues related to the Social Security disability application and appeals process (generally, no specific legislation) H.R 157 Guam Supplemental Security Income Equity Act (generally no specific provisions) H.R. 537 Supplemental Security Income Equality Act (generally no specific provisions) H.R. 3824 S. 2065 To amend title XVI of the Social Security Act to update eligibility for the supplemental security income program, and for other purposes (general no specific provisions) H.R. 4003 S. 2108 To amend title II of the Social Security Act to eliminate work disincentives for childhood disability beneficiaries (general no specific provisions) | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Office of Personnel Management (OPM),SENATE,Small Business Administration (SBA),Social Security Administration (SSA),Treasury, Dept of,Veterans Affairs, Dept of (VA) | 50000 | 0 | 0 | 2021-07-18T12:10:07.677000-04:00 | |
| 2642995 | DOTCHIN & ASSOCIATES, LLC c3b0fec4-6abc-4ef4-96ea-547340a3fcf5 | 2T | DOTCHIN & ASSOCIATES, LLC | 401105105 | UNITED PARCEL SERVICE | 2021 | second_quarter | RET | Multi-Employer Pension Reform Proposals including those in COVID relief packages | HOUSE OF REPRESENTATIVES,SENATE | 40000 | 0 | 1 | 2021-07-18T12:14:09.230000-04:00 | |
| 2643582 | NATIONWIDE MUTUAL INSURANCE COMPANY 8aa326e1-f67f-4a65-95bd-90db5c601b5c | Q2 | NATIONWIDE MUTUAL INSURANCE COMPANY | 26411 | NATIONWIDE MUTUAL INSURANCE COMPANY | 2021 | second_quarter | RET | ISSUE Investment Advice Standard of Conduct DRAFTAutomatic Retirement Plan Act of 2020 - require employers to offer a 401(k) or 403(b) plan HR 6994/S 3795 (116th), Registration for Index Linked Annuities (RILA) Act - requires the Securities and Exchange Commission (SEC) to create a new form for the registration of index linked annuities. DRAFTPortable Retirement and Investment Account (PRIA) Act - to establish portable retirement accounts DRAFTWell-Being Insurance for Seniors to be at Home (WISH) Act - create a public-private partnership to provide long-term health care insurance for older adults. HR 699, Mutual Fund Litigation Reform Act - amend the Investment Company Act of 1940 to provide complaint and burden of proof requirements for certain actions for breach of fiduciary duty HR 725/S 153, Personalized Care Act - amend the Internal Revenue Code of 1986 to expand and improve health savings accounts, and for other purposes. HR 984, Retirement Inflation Protection Act - allows the basis of certain assets to be adjusted for inflation solely for the purpose of determining the gain or loss. S 380, Health Savings Act - modifies the requirements for health savings accounts (HSAs). HR 1584, Protecting Retirement Savers and Everyday Investors Act - impose a limitation on taxation and fees on transactions by certain securities industry participants. HR 1618/S 606, RESPOND Act - require the FRB and SEC to issue an annual report on the economic costs caused by the impacts of climate change, to require the Federal Retirement Thrift Investment Board to establish a Federal Advisory Panel on the Economics of Climate Change. S 1443Retirement Parity for Student Loans Act -- allows certain employer-sponsored retirement plans to make matching contributions for an employee's student loan payments HR 2951 To direct the Secretary of the Treasury to modify Treasury Regulations relating to insurance-dedicated exchange-traded funds - enables ETFs as investment option in variable insurance products HR 2954 Securing a Strong Retir… | 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) | 750000 | 0 | 0 | 2021-07-18T17:39:11.067000-04:00 | |
| 2644279 | JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) cb262685-1aa7-41ab-a4cd-f0453fcfc012 | Q2 | JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) | 17454 | JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) | 2021 | second_quarter | RET | Retirement Security legislation, Fiduciary Rule. | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE | 200000 | 0 | 0 | 2021-07-19T08:56:18.180000-04:00 | |
| 2644394 | UNITED ASSN OF JOURNEYMEN & APPRENTICES OF THE PLUMBING & PIPEFITTING INDUSTRY 43b82c7a-5fdc-42ae-815b-f1b3cfa08436 | Q2 | UNITED ASSN OF JOURNEYMEN & APPRENTICES OF THE PLUMBING & PIPEFITTING INDUSTRY | 39041 | UNITED ASSN OF JOURNEYMEN & APPRENTICES OF THE PLUMBING & PIPEFITTING INDUSTRY | 2021 | second_quarter | RET | - Outreach regarding DOL's proposed proxy voting and shareholder rights rule. - Outreach regarding DOL's rule on financial factors in selecting plan investments. | Council on Environmental Quality (CEQ),Energy, Dept of,Environmental Protection Agency (EPA),Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE | 200000 | 0 | 0 | 2021-07-19T09:19:49.980000-04:00 | |
| 2645231 | BUCHANAN INGERSOLL & ROONEY PC dc2d028f-fd80-4134-9622-c506dd43f8df | Q2 | BUCHANAN INGERSOLL & ROONEY PC | 55291 | THE RITESCREEN COMPANY, LLC | 2021 | second_quarter | RET | Development of companys government relations objectives and strategy with respect to Coal Act retirees issue. | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2021-07-19T11:07:49.187000-04:00 | |
| 2645236 | UNISYS CORPORATION 00298d2f-34f7-4b7d-b380-7b7580afdf64 | Q2 | UNISYS CORPORATION | 39028 | UNISYS CORPORATION | 2021 | second_quarter | RET | American Rescue Plan Act of 2021, HR 1319 (Issues related to the implementation of single-employer pension reform stabilization); general issues related to application of defined benefit pension plan requirements. | HOUSE OF REPRESENTATIVES,SENATE | 140000 | 0 | 0 | 2021-07-19T11:08:50.910000-04:00 | |
| 2645273 | CHRISTOPHER HEINZ c61b230a-ae37-41f0-9a7b-dd07a7b9bdcc | Q2 | CHRISTOPHER HEINZ | 318298 | UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA | 2021 | second_quarter | RET | Implementation of Pub. L. 117-2, the American Rescue Plan Act of 2021, legislation to provide for reconciliation pursuant to Title II of S. Con. Res. 5; Title IX, Subtitle H, Section 9704, Special Financial Assistance Program for Financially Troubled Multiemployer Plans. | HOUSE OF REPRESENTATIVES,Pension Benefit Guaranty Corporation (PBGC),SENATE | 45000 | 0 | 0 | 2021-07-19T11:11:57.513000-04:00 | |
| 2645279 | CHRISTOPHER HEINZ ea082859-eaf2-41dc-8f77-6262c98f500d | Q2 | CHRISTOPHER HEINZ | 318298 | RETIREMENT SECURITY GROUP | 2021 | second_quarter | RET | Implementation of Pub. L. 117-2, the American Rescue Plan Act of 2021, legislation to provide for reconciliation pursuant to Title II of S. Con. Res. 5; Title IX, Subtitle H, Section 9704, Special Financial Assistance Program for Financially Troubled Multiemployer Plans. | HOUSE OF REPRESENTATIVES,Pension Benefit Guaranty Corporation (PBGC),SENATE | 50000 | 0 | 0 | 2021-07-19T11:12:59.680000-04:00 | |
| 2645301 | NATIONAL BEER WHOLESALERS ASSOCIATION 13027960-9a0d-4454-b841-795fa3a3daf7 | Q2 | NATIONAL BEER WHOLESALERS ASSOCIATION | 27274 | NATIONAL BEER WHOLESALERS ASSOCIATION | 2021 | second_quarter | RET | Issues related to multi-employer pension plans. H.R. 409-Emergency Pension Plan Relief Act of 2021. S. 547-Butch Lewis Emergency Pension Plan Relief Act of 2021. | Agriculture, Dept of (USDA),Alcohol & Tobacco Tax & Trade Bureau (TTB),Centers For Disease Control & Prevention (CDC),Commerce, Dept of (DOC),Federal Motor Carrier Safety Administration,Food & Drug Administration (FDA),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Justice, Dept of (DOJ),Natl Institute on Alcohol Abuse & Alcoholism (NIAA),SENATE,Treasury, Dept of,U.S. Trade Representative (USTR),White House Office | 210000 | 0 | 0 | 2021-07-19T11:15:04.057000-04:00 | |
| 2645645 | ALLON ADVOCACY, LLC 6611bb51-8b6d-48b0-bf7d-50c19017127f | Q2 | ALLON ADVOCACY, LLC | 401104657 | YODLEE INC. | 2021 | 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,Treasury, Dept of | 70000 | 0 | 0 | 2021-07-19T11:47:26.760000-04:00 | |
| 2645869 | THE RABEN GROUP 0b8af235-a9fc-44cb-ac77-2f149d1f95f7 | Q2 | THE RABEN GROUP | 61458 | SMALL INVESTOR PROTECTION LEAGUE (INFORMAL COALITION) | 2021 | second_quarter | RET | activist hedge funds and closed end funds investor protection Increasing Investor Opportunities Act | HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE | 40000 | 0 | 0 | 2021-07-19T12:05:09.103000-04:00 | |
| 2646622 | KASOWITZ LLP bbfc059a-bded-4351-8e37-8baceff7b8ce | Q2 | KASOWITZ LLP | 401103221 | YELLOW CORPORATION | 2021 | second_quarter | RET | Provide advice and counsel related to pension reform issues. | HOUSE OF REPRESENTATIVES,SENATE | 23115 | 0 | 0 | 2021-07-19T13:31:13.913000-04:00 | |
| 2646926 | UNITED AUTOMOBILE, AEROSPACE & AGRICULTURAL IMPLEMENT WORKERS 66bc5bbd-308e-438f-9910-f5e6c20434c3 | Q2 | UNITED AUTOMOBILE, AEROSPACE & AGRICULTURAL IMPLEMENT WORKERS | 39052 | UNITED AUTOMOBILE AEROSPACE & AGRICULTURAL IMPLEMENT WORKERS | 2021 | second_quarter | RET | American Jobs Plan/American Families Plan, Stabilizing multi- and single-employer defined benefit pension plans | Bureau of Citizenship & Immigration Services (BCIS),Commerce, Dept of (DOC),Council of Economic Advisers (CEA),Energy, Dept of,Health & Human Services, Dept of (HHS),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Natl Economic Council (NEC),Natl Highway Traffic Safety Administration (NHTSA),Natl Labor Relations Board (NLRB),Occupational Safety & Health Administration (OSHA),Office of Management & Budget (OMB),SENATE,State, Dept of (DOS),Transportation, Dept of (DOT),U.S. Customs & Border Protection,U.S. International Trade Commission (ITC),U.S. Trade Representative (USTR),White House Office | 140000 | 0 | 0 | 2021-07-19T14:01:23.663000-04:00 | |
| 2647327 | THE ARC OF THE UNITED STATES d29f34b8-258f-4076-aca9-e6d1b26109af | Q2 | THE ARC OF THE UNITED STATES | 4174 | ARC OF THE UNITED STATES | 2021 | 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 (H.R.1219/S.331) SSI Restoration Act ASSET Act Stop The Wait Act Stimulus payments included in the CARES Act, H.R.748 | Centers For Medicare and Medicaid Services (CMS),Education, Dept of,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 | 2021-07-19T14:30:49.320000-04:00 | |
| 2647380 | AMERICAN FEDERATION OF STATE, COUNTY AND MUNICIPAL EMPLOYEES 0a64682d-8b66-4a83-b261-7a2d39a18dbd | Q2 | AMERICAN FEDERATION OF STATE, COUNTY AND MUNICIPAL EMPLOYEES | 2321 | AMERICAN FEDERATION OF STATE COUNTY AND MUNICIPAL EMPLOYEES | 2021 | second_quarter | RET | Improving the retirement security of homecare providers H.R. 82/S. 1302 - Social Security Fairness Act | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Transportation, Dept of (DOT),Treasury, Dept of,White House Office | 570000 | 0 | 0 | 2021-07-19T14:33:59.980000-04:00 | |
| 2647489 | MR. MARK REY b368961a-2855-4eac-bb6f-bdbbabafd5a7 | Q2 | MR. MARK REY | 400454181 | NATIONAL OLDER WORKERS CAREER CENTER | 2021 | 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 | 2021-07-19T14:43:30.287000-04:00 | |
| 2647577 | NATIONAL AIR TRAFFIC CONTROLLERS ASSOCIATION 5ea4dfd5-c236-4fab-9f9c-eca95c1b0330 | Q2 | NATIONAL AIR TRAFFIC CONTROLLERS ASSOCIATION | 26477 | NATIONAL AIR TRAFFIC CONTROLLERS ASSOCIATION | 2021 | second_quarter | RET | Air Traffic Control retirement eligibility. Controller staffing. Thrift Savings Plan, federal pensions. CIP, FERS/CSRS. Federal Employee Tax. FEHBP. Provisions relating to federal employees salaries, health benefits, and retirements. Impact of government shutdown on FAA workforce and the national airspace system. Merit Systems Protection Board. Retired military controllers. Air Traffic Controller Federal Employees Retirement System Supplemental Retirement. H.R. 1283 Continuity for Operators with Necessary Training Required for ATC Contract Towers Act of 2021: Provisions relating to eliminating hiring barriers for Contract air traffic control towers. S. 419 Continuity for Operators with Necessary Training Required for ATC Contract Towers Act of 2021: Provisions relating to eliminating hiring barriers for Contract air traffic control towers. Mandatory Retirement Age of Federal Employees including air traffic controllers. Families First Coronavirus Response Act (PL 116-127): Provisions relating to emergency paid sick leave and expanded FMLA leave. H.R. 82, Social Security Fairness Act - Provisions relating to the repeal of the Windfall Elimination Provision (WEP). S. 1302, Social Security Fairness Act - Provisions relating to the repeal of the Windfall Elimination Provision (WEP). | Federal Aviation Administration (FAA),HOUSE OF REPRESENTATIVES,SENATE,Transportation, Dept of (DOT) | 210000 | 0 | 0 | 2021-07-19T14:50:49.997000-04:00 | |
| 2648065 | GIRL SCOUTS OF THE U.S.A. cf648963-1e76-4a34-8cdc-933c753bec49 | Q2 | GIRL SCOUTS OF THE U.S.A. | 16236 | GIRL SCOUTS OF THE U.S.A. | 2021 | second_quarter | RET | S.243-Legacy IRA Act | HOUSE OF REPRESENTATIVES,SENATE | 33598 | 0 | 0 | 2021-07-19T15:26:44.100000-04:00 | |
| 2648273 | NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION e68256ba-2c17-49ea-a2a8-d50195b1f300 | Q2 | NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION | 28674 | NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION | 2021 | 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,SENATE | 160000 | 0 | 0 | 2021-07-19T15:41:31.343000-04:00 | |
| 2648516 | HOGAN LOVELLS US LLP b7fdf5a4-3ec2-498a-bf3e-cecb9b936502 | Q2 | HOGAN LOVELLS US LLP | 18422 | CALIFORNIA STATE TEACHERS' RETIREMENT SYSTEM | 2021 | 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 | 2021-07-19T15:55:20.547000-04:00 | |
| 2648842 | MILLER STRATEGIES, LLC a2ce57da-fcfb-4d80-ae9d-a11864f18bba | Q2 | MILLER STRATEGIES, LLC | 401104313 | CHARLES SCHWAB & CO., INC. | 2021 | second_quarter | RET | Issues as they relate to retirement savings. | 40000 | 0 | 0 | 2021-07-19T16:18:43.753000-04:00 | ||
| 2649086 | PRIMACY STRATEGY GROUP 08495feb-3bed-42c4-a67d-6a1e6ceb52fb | Q2 | PRIMACY STRATEGY GROUP | 401105877 | HEALTH&PENSIONWORKS (FKA HEALTHWORKS) | 2021 | second_quarter | RET | Multiemployer Pension Reform FY2022 Authorizations, Appropriations, and Budget Policy | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2021-07-19T16:30:41.097000-04:00 | |
| 2649182 | SCHOENING STRATEGIES 41a47c97-1d4a-4a90-8a3c-ddbcdcc443ac | Q2 | SCHOENING STRATEGIES | 400954758 | AMAC ACTION | 2021 | second_quarter | RET | S. 275 - Retirement Freedom Act H.R. 984 - Retirement Inflation Protection Act of 2021 H.R. 4072 - To amend title II of the Social Security Act to provide for the reissuance of Social Security account numbers to young children in cases where confidentiality has been compromised. | HOUSE OF REPRESENTATIVES,SENATE | 15000 | 0 | 0 | 2021-07-19T16:37:02.560000-04:00 | |
| 2649247 | BLANK ROME GOVERNMENT RELATIONS b5b1d891-9103-4ea3-9380-8972eb5fe11f | Q2 | BLANK ROME GOVERNMENT RELATIONS | 6325 | PACIFIC FISHERMEN SHIPYARD AND ELECTRIC, LLC | 2021 | second_quarter | RET | Issues related to pension reform and withdrawal liability. American Rescue Plan, H.R. 1319. Issues Related to Pension Benefit Guarantee Corporation public comment period and guidance. | HOUSE OF REPRESENTATIVES,Pension Benefit Guaranty Corporation (PBGC),SENATE | 10000 | 0 | 0 | 2021-07-19T16:41:16.600000-04:00 |
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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);