lobbying_activities
Data license: Public Domain (U.S. Government data) · Data source: Federal Register API & Regulations.gov API
273 rows where filing_period = "second_quarter", filing_year = 2022 and issue_code = "RET" sorted by filing_year descending
This data as json, CSV (advanced)
Suggested facets: filing_type, income_amount, is_termination, received_date (date)
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2813943 | DENT STRATEGIES 75b75f9a-c589-412b-aa57-7bb258d6099d | Q2 | DENT STRATEGIES | 401105616 | CUNA MUTUAL GROUP | 2022 | 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 2022 Budget Reconciliation to Build Back Better - retirement security provisions S.1870/H.R. 7146 - Enhancing Emergency and Retirement Savings Act - withdrawal from retirement account for emergency expenses S. 2061 - Strengthening Financial Security Through Short-Term Savings Accounts - withdrawal from retirement account for emergency expenses S. 4353 - RISE & SHINE Act - wholistic retirement security bill to increase retirement plan adaption, employee participation, and facilitation of lifetime time options. Senate Finance Committee discussion draft of the EARN Act - wholistic retirement security bill to increase retirement plan adaption, employee participation, and facilitation of lifetime time options. DOL Fiduciary Rule - build awareness of issues associated with anticipated new rule by Department of Labor revising current standard for advisors to give investment advice | HOUSE OF REPRESENTATIVES,SENATE | 40000 | 0 | 0 | 2022-07-01T10:51:46-04:00 | |
| 2814318 | DOUCET CONSULTING SOLUTIONS, LLC 014d9221-4f8f-4a4a-af7d-2a2954b9a42d | Q2 | DOUCET CONSULTING SOLUTIONS, LLC | 401104418 | LOUISIANA SHERIFFS' ASSOCIATION | 2022 | second_quarter | RET | Support of the Public Servants Protection and Fairness Act of 2021, H.R. 2337 | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2022-07-05T10:32:58-04:00 | |
| 2814334 | DOUCET CONSULTING SOLUTIONS, LLC 9ec4abcf-81e8-409e-ab21-1639aff9d77e | Q2 | DOUCET CONSULTING SOLUTIONS, LLC | 401104418 | WILLIAMS AND JENSEN ON BEHALF OF LOS ANGELES COUNTY EMPLOYEES' RETIREMENT SYSTEM | 2022 | second_quarter | RET | Support for S.4312 - Police and Fire Health Care Protection Act of 2022, a bill to eliminate the requirement that payments be made directly to providers of accident or health plans or qualified long-term care insurance contracts as a condition of eligibility for the tax exclusion of distributions from tax-exempt retirement plans for such health and long-term care insurance. | SENATE | 10000 | 0 | 0 | 2022-07-05T11:09:39-04:00 | |
| 2814356 | NATIONAL ASSOCIATION OF POSTAL SUPERVISORS 7c25eccf-2834-4494-b43a-52c723a95c43 | Q2 | NATIONAL ASSOCIATION OF POSTAL SUPERVISORS | 401075023 | NATIONAL ASSOCIATION OF POSTAL SUPERVISORS | 2022 | second_quarter | RET | H.R. 82/S. 1302 - 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 H.R. 304/S. 4221, the Equal COLA Act H.R. 4315, the Fair COLA for Seniors Act | HOUSE OF REPRESENTATIVES,SENATE | 15000 | 0 | 0 | 2022-07-05T12:18:44-04:00 | |
| 2815184 | THE ESOP ASSOCIATION 3bd86c79-d6f3-434a-8df6-9d11acfc8d8b | Q2 | THE ESOP ASSOCIATION | 13858 | ESOP ASSOCIATION | 2022 | 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 | 50000 | 0 | 0 | 2022-07-07T13:24:44-04:00 | |
| 2815288 | TREA SENIOR CITIZENS LEAGUE 19da2fd6-9482-425f-b4c3-f6313bd12f00 | Q2 | TREA SENIOR CITIZENS LEAGUE | 38426 | TREA SENIOR CITIZENS LEAGUE | 2022 | second_quarter | RET | Social Security Cost of Living Adjustment (H.R. 4315, H.R. 4921, H.R. 5723, S. 3071), Social Security Reform (H.R. 5723, S.3071), Repeal of the Windfall Elimination Provision and the Government Pension Offset H.R. 82, S1302), High cost of prescription drugs, Special Stimulus for Social Security Recipients. | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2022-07-07T16:02:31-04:00 | ||
| 2815811 | PUBLIC PRIVATE STRATEGIES 49cf27fc-84dd-406c-9fc2-babfbce51a0b | Q2 | PUBLIC PRIVATE STRATEGIES | 401104830 | ETSY | 2022 | second_quarter | RET | Benefits | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE | 30000 | 0 | 0 | 2022-07-08T16:02:27-04:00 | |
| 2816202 | NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS 289c9e66-4cc7-4df4-9f7c-9b629686256c | Q2 | NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS | 26901 | NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS | 2022 | 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. | HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),SENATE,Treasury, Dept of | 436954 | 0 | 0 | 2022-07-11T08:39:39-04:00 | |
| 2816271 | RICH FEUER ANDERSON 4c3bfb83-cf24-4e2b-8064-ec113db2c522 | Q2 | RICH FEUER ANDERSON | 84775 | BLACKROCK FUNDS SERVICES GROUP LLC (FORMERLY BLACKROCK CAPITAL MANAGEMENT INC.) | 2022 | 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 | 2022-07-11T10:24:54-04:00 | |
| 2817033 | SQUIRE PATTON BOGGS d46abd3d-e4dc-4a86-b6b3-de1760ad8f23 | Q2 | SQUIRE PATTON BOGGS | 30906 | AON SERVICE CORPORATION (FKA AON HEWITT) | 2022 | second_quarter | RET | Advice regarding retirement-related legislation and regulatory reform. | HOUSE OF REPRESENTATIVES,SENATE | 50000 | 0 | 0 | 2022-07-12T11:43:49-04:00 | |
| 2817907 | DYKEMA GOSSETT PLLC 392672f8-6a0a-42da-b71d-bf56fd25bc1b | Q2 | DYKEMA GOSSETT PLLC | 12915 | JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) | 2022 | second_quarter | RET | Lobbied in support of retirement security and pension provisions. Lobbied on proposed Fiduciary Rule. Lobbied in support of H.R. 2954, Securing a Strong Retirement Act of 2022. Lobbied in support of the Enhancing American Retirement Now (EARN) Act. | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2022-07-13T10:59:03-04:00 | |
| 2817933 | NATIONAL RURAL LETTER CARRIERS' ASSOCIATION 0346c0da-ea71-4db4-8cbd-8f7448fdb580 | Q2 | NATIONAL RURAL LETTER CARRIERS' ASSOCIATION | 28526 | NATIONAL RURAL LETTER CARRIERS' ASSOCIATION | 2022 | 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 | 2022-07-13T11:12:28-04:00 | |
| 2818024 | GUSTO 7b57368d-7378-4fcf-a87e-38cba4e17b0e | Q2 | GUSTO | 401106368 | GUSTO | 2022 | second_quarter | RET | Issues related to small business defined contribution retirement plans | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2022-07-13T12:15:35-04:00 | |
| 2818037 | INTERNATIONAL UNION OF POLICE ASSOCIATIONS, AFL-CIO f534d055-7656-422f-be65-b5d8e365fd81 | Q2 | INTERNATIONAL UNION OF POLICE ASSOCIATIONS, AFL-CIO | 50400 | INTERNATIONAL UNION OF POLICE ASSOCIATIONS AFL-CIO | 2022 | second_quarter | RET | HR82, HR2337, S 129, HR2936, HR 3071, S 1511, HR 3595, HR 2936, HR 3172 | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2022-07-13T12:18:02-04:00 | |
| 2818048 | POYNER SPRUILL LLP f438a740-deff-4afa-9c85-a365cb47d7f6 | Q2 | POYNER SPRUILL LLP | 400563685 | AMERICAN RETIREMENT ASSOCIATION | 2022 | second_quarter | RET | Retirement plan legislative proposals, correction programs, reporting and disclosure, enforcement activities, and rulings and agreements. | HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE | 30000 | 0 | 0 | 2022-07-13T12:23:54-04:00 | |
| 2818158 | MR. MARK REY eb5db4c5-6d3d-4a83-8cb0-0d71ed6188b4 | Q2 | MR. MARK REY | 400454181 | NATIONAL OLDER WORKERS CAREER CENTER | 2022 | 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 | 2022-07-13T13:31:06-04:00 | |
| 2818229 | AZOA SERVICES CORP(ALLIANZ OF AMERICA) FORMERLY AZOA SERIVCES CORP/FIREMAN'S FUND(ALLIANZ OF AMERICA 19ad7bd1-dedc-46e1-9c0c-12d3edf5765c | 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 | 2022 | second_quarter | RET | Monitor SEC's Regulation Best Interest 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. H.R.4865, the Registration for Index-Linked Annuities Act. S.3198, the Registration for Index-Linked Annuities Act. | HOUSE OF REPRESENTATIVES,SENATE | 530000 | 0 | 0 | 2022-07-13T14:28:51-04:00 | |
| 2818435 | CMFG LIFE INSURANCE COMPANY 81d8ba54-bbed-4847-b7bf-081c926c29b3 | Q2 | CMFG LIFE INSURANCE COMPANY | 80510 | CMFG LIFE INSURANCE COMPANY | 2022 | second_quarter | RET | Support S.1443 and H.R.2917, Retirement Parity for Student Loans Act of 2021. Support H.R.2954 Secure a Strong Retirement Act and S.1770 Retirement Savings and Security to promote the adoption of employer sponsored retirement savings plans and employee participation in such plans. S. 4353, RISE & SHINE Act (retirement). SFC Enhancing American Retirement Now (EARN) Act Discussion Draft. | HOUSE OF REPRESENTATIVES,SENATE | 170000 | 0 | 0 | 2022-07-13T16:26:30-04:00 | |
| 2818605 | INTERNATIONAL ALLIANCE OF THEATRICAL STAGE EMPLOYEES a8db45c4-689a-415d-8ceb-a3f5d73c5034 | Q2 | INTERNATIONAL ALLIANCE OF THEATRICAL STAGE EMPLOYEES | 401105446 | INTERNATIONAL ALLIANCE OF THEATRICAL STAGE EMPLOYEES | 2022 | second_quarter | RET | Oppose the Giving Retirement Options to Workers Act | 60000 | 0 | 0 | 2022-07-13T21:02:40-04:00 | ||
| 2818647 | FORSCEY, PLLC 585b002e-19d3-4f3d-8a4c-9974c528005e | Q2 | FORSCEY, PLLC | 52880 | WRITERS GUILD OF AMERICA, WEST | 2022 | second_quarter | RET | Work in support of additional legislation and implementing regulations to the American Recovery Act provision that provided 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). | HOUSE OF REPRESENTATIVES,Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of | 30000 | 0 | 0 | 2022-07-14T08:14:55-04:00 | |
| 2818785 | INTERNATIONAL FEDERATION OF PROFESSIONAL AND TECHNICAL ENGINEERS (IFPTE) 3394ac69-8148-4565-88a0-10b2fb9df118 | Q2 | INTERNATIONAL FEDERATION OF PROFESSIONAL AND TECHNICAL ENGINEERS (IFPTE) | 19968 | INTERNATIONAL FEDERATION OF PROFESSIONAL AND TECHNICAL ENGINEERS (IFPTE) | 2022 | second_quarter | RET | Social Security 2100 Act Federal Worker pension policy Medicare and Medicaid expansion/protect against cuts | HOUSE OF REPRESENTATIVES,SENATE | 80000 | 0 | 0 | 2022-07-14T11:13:19-04:00 | |
| 2818812 | NATIONAL COUNCIL OF FARMER COOPERATIVES 6cf1d1bc-1813-4d37-8ade-0f7c5239fe9f | Q2 | NATIONAL COUNCIL OF FARMER COOPERATIVES | 27638 | NATIONAL COUNCIL OF FARMER COOPERATIVES | 2022 | second_quarter | RET | Issues relating to pension plans sponsored by farmer cooperatives; provisions relating to and impacting farmer cooperatives | HOUSE OF REPRESENTATIVES,SENATE | 396000 | 0 | 0 | 2022-07-14T11:31:31-04:00 | |
| 2818966 | CAPITOL CITY GROUP, LTD. c46370b8-c0ed-454f-9451-d7ead58f0db3 | Q2 | CAPITOL CITY GROUP, LTD. | 52903 | ASCENSUS, INC. | 2022 | second_quarter | RET | Assist client with issues pertaining to retirement savings and rules and health savings, education savings; H.R.5832 and S 1730 Retirement Savings Lost and Found Act of 2021; H.R.25 Fair Tax Act of 2021; S.380 Health Savings Act of 2021; S.125 Protecting Life in Health Savings Accounts Act; HR 53 Freedom for Families Act;. S222, H.R.835 American Opportunity Accounts Act; S.1959 Keeping Your Retirement Act of 2021;S.1870 Enhancing Emergency and Retirement Savings Act of 2021;H.R.2917 Retirement Parity for Student Loans Act of 2021; H.R.1166 & S275 Retirement Freedom Act;S.1889 Compassionate Retirement Act of 2021;H.R.2942 To amend the Internal Revenue Code of 1986 to increase the catch-up contribution limit for retirement plans H.R.2954 Securing a Strong Retirement Act of 2021 of participants age 62 through 64; H.R.984 Retirement Inflation Protection Act of 2021; S.1770 Retirement Security and Savings Act of 2021; HR 409 Emergency Pension Plan Relief Act of 2021; S.2603 Commission on Retirement Security Act of 2021; H.R.4268 Federal Retirement Fairness Act; S.3751 A bill to amend the Employee Retirement Income Security Act of 1964 and the Internal Revenue Code of 1986 to improve retirement plan coverage for part-time workers; H.R.7146 Enhancing Emergency and Retirement Savings Act of 2022; S.4314-H.R.8319 Protecting Public Safety Employees' Timely Retirement Act of 2022; H.R.6738 Retirement Tax Credit Parity for Cooperatives and Charities Act; S.4024 State and Local Corrections Officer Retirement Fairness Act of 2022. | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2022-07-14T13:00:39-04:00 | |
| 2819234 | DANEA KEHOE 47c701c3-562d-4a08-afc8-5c6e983e0ec7 | Q2 | DANEA KEHOE | 67570 | NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS | 2022 | second_quarter | RET | SECURE 2.0, retirement savings tax proposals | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE | 10000 | 0 | 0 | 2022-07-14T14:50:31-04:00 | |
| 2819301 | DUTKO WORLDWIDE, LLC ff203261-906f-403b-8fd5-6b83315c3b51 | Q2 | DUTKO WORLDWIDE, LLC | 12868 | ACCENTURE FEDERAL SERVICES LLC | 2022 | second_quarter | RET | Monitor IT Modernization at the Social Security Administration. Support language to accelerate IT modernization efforts at SSA. | HOUSE OF REPRESENTATIVES,SENATE | 40000 | 0 | 0 | 2022-07-14T15:29:51-04:00 | |
| 2819340 | AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES e1df0cfa-cdf2-440e-96ad-ba01c9c04a70 | Q2 | AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES | 3481 | AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES | 2022 | second_quarter | RET | H.R. 1319 - American Rescue Plan Act of 2021 H.R. 2796 - Family Attribution Modernization Act H.R. 2917 - Retirement Parity for Student Loans Act of 2021 H.R. 2927 - SAVE Act of 2021 H.R. 2954 - Securing a Strong Retirement Act of 2022 H.R. 3387 - Financial Factors in Selecting Retirement Plan Investments Act H.R. 5376 - Build Back Better Act H.R. 5832 - Retirement Savings Lost and Found Act of 2021 H.R. 5891 - Retirement Improvement and Savings Enhancement (RISE) Act H.R. 6241 - Disaster Retirement Savings Act H.R. 6782 - Auto Reenroll Act of 2022 H.R. 7146 - Enhancing Emergency and Retirement Savings Act of 2022 H.R. 7310 - Protecting Americas Retirement Security Act H.R. 8125 - Starter-K Act of 2022 S. 1272 - SIMPLE Plan Modernization Act S. 1443 - Retirement Parity for Student Loans Act S. 1703 - Improving Access to Retirement Savings Act S. 1730 - Retirement Savings Lost and Found Act of 2021 S. 1762 - Financial Factors in Selecting Retirement Plan Investments Act S. 1770 - Retirement Security and Savings Act of 2021 S. 1870 - Enhancing Emergency and Retirement Savings Act of 2021 S. 2583 - Disaster Retirement Savings Act S. 3712 - Auto Reenroll Act of 2022 S. 3955 - Starter-K Act of 2022 S. 4086 - Increasing Small Business Retirement Choices Act S. 4353 - RISE & SHINE Act | HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),Securities & Exchange Commission (SEC),SENATE | 223503 | 0 | 0 | 2022-07-14T15:48:28-04:00 | |
| 2820006 | JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) 98a9ad69-3675-45a2-8d3f-7e76154c0f07 | Q2 | JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) | 17454 | JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) | 2022 | second_quarter | RET | H.R. 2954, Securing a Strong Retirement Act of 2021. | HOUSE OF REPRESENTATIVES,SENATE | 220000 | 0 | 0 | 2022-07-15T09:59:03-04:00 | |
| 2820395 | MCALLISTER & QUINN, LLC a136def6-c226-4851-bbbc-96e852771903 | Q2 | MCALLISTER & QUINN, LLC | 292573 | UNITED STATES CAPITOL POLICE LABOR COMMITTEE | 2022 | second_quarter | RET | Capitol Security. January 6th special committee. Legislative branch appropriations. S.129, H.R. 521 - First Responder Fair RETIRE Act. In support of. H.R.8087 - Law Enforcement Officer Fair Retirement Act. In support of. S. 2981, H.R.3172 - HELPER Act of 2021. In support of. H.R. 82 - Social Security Fairness Act of 2021. In support of. H.R.8237 - Legislative Branch Appropriations Act, 2023 - Provisions related to Capitol Security, pay issues. | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2022-07-15T12:03:07-04:00 | |
| 2820583 | SUMMIT STRATEGIES GOVERNMENT AFFAIRS LLC a0d4ac65-d094-4a52-b266-6fabd283a17e | Q2 | SUMMIT STRATEGIES GOVERNMENT AFFAIRS LLC | 401103550 | THE ASSOCIATION OF UNION CONSTRUCTORS | 2022 | second_quarter | RET | Issues related to multiemployer pension reform. | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2022-07-15T13:25:33-04:00 | |
| 2820805 | BUILDING AND CONSTRUCTION TRADES DEPT., AFL-CIO f025ab56-53f1-4f84-bf23-761f8ead7f77 | Q2 | BUILDING AND CONSTRUCTION TRADES DEPT., AFL-CIO | 7383 | BUILDING AND CONSTRUCTION TRADES DEPT AFL-CIO | 2022 | second_quarter | RET | Lobbied for pension reform and financing. No bill number. | Commerce, Dept of (DOC) | 240000 | 0 | 0 | 2022-07-15T15:11:07-04:00 | |
| 2821395 | TIBER CREEK GROUP e2a9c8b9-4d23-4864-8f6d-1f14698b9fd2 | Q2 | TIBER CREEK GROUP | 20744 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 2022 | 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; The Enhancing American Retirement Now (EARN) Act. | HOUSE OF REPRESENTATIVES,SENATE | 60000 | 0 | 0 | 2022-07-15T19:50:12-04:00 | |
| 2821973 | HOLLAND & KNIGHT LLP e2e69087-e1cb-4f9f-bc8d-d571c5639ca8 | Q2 | HOLLAND & KNIGHT LLP | 18466 | CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. | 2022 | second_quarter | RET | Educating members of Congress and staff on financial planning business tax incentives and retirement issues and policy. | HOUSE OF REPRESENTATIVES,SENATE | 80000 | 0 | 0 | 2022-07-16T16:31:34-04:00 | |
| 2822042 | NATIONWIDE MUTUAL INSURANCE COMPANY 4484e246-a0e8-476a-8e0d-4eaf9b7a2013 | Q2 | NATIONWIDE MUTUAL INSURANCE COMPANY | 26411 | NATIONWIDE MUTUAL INSURANCE COMPANY | 2022 | second_quarter | RET | ISSUE Investment Advice Standard of Conduct 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 2944 Reducing the Maximum Service Requirement for Long-term Part-time Workers to Make Elective Deferrals to 401(k) Plans Act -- to reduce the retirement plan period of service requirements for long-term, part-time employees. S 1703Improving Access to Retirement Savings Act of 2021 -- to increase retirement savings, to improve retirement plan administration, and for other purposes. S 1770Retirement Security & Savings Act -- to increase retirement savings, to improve retirement plan administration, and for other purposes. HR 3387/S 1762 Financial Factors in Selecting Retirement Plan Invest… | HOUSE OF REPRESENTATIVES,SENATE | 940000 | 0 | 0 | 2022-07-16T18:30:00-04:00 | |
| 2822067 | PENN AVENUE PARTNERS 53acb058-9487-4b7c-8d11-eaea081430f8 | Q2 | PENN AVENUE PARTNERS | 400918672 | BRIGHTHOUSE FINANCIAL, INC. | 2022 | second_quarter | RET | Retirement issues impacting Brighthouse Financial. H.R.2954: SECURE 2.0. | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2022-07-16T18:49:03-04:00 | |
| 2822167 | TIBER CREEK GROUP daa74311-f13b-4995-99c2-8554f7612c8c | Q2 | TIBER CREEK GROUP | 20744 | COMMITTEE ON CAPITAL MARKETS REGULATION | 2022 | second_quarter | RET | Issues related to retirement security; EARN Act. | SENATE | 10000 | 0 | 0 | 2022-07-16T22:33:30-04:00 | |
| 2822315 | FORBES-TATE dbb76cb1-de4d-4254-8274-3925689bce94 | Q2 | FORBES-TATE | 400976792 | INSURED RETIREMENT INSTITUTE | 2022 | second_quarter | RET | Issues related to retirement savings. | HOUSE OF REPRESENTATIVES,SENATE | 50000 | 0 | 0 | 2022-07-17T09:26:44-04:00 | |
| 2822995 | DAVIS & HARMAN LLP 185f1ab6-f481-47f8-9e9b-cf39cb8ce4d1 | Q2 | DAVIS & HARMAN LLP | 11674 | BROKER/DEALER COORDINATION GROUP | 2022 | 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 standard of care. Legislative proposals to address the fiduciary issue or the SEC standard of care. State fiduciary rules. | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE | 10000 | 0 | 0 | 2022-07-18T07:48:31-04:00 | |
| 2823003 | DAVIS & HARMAN LLP be19217f-4e5e-47a5-8631-7cfe277a49a9 | Q2 | DAVIS & HARMAN LLP | 11674 | TRANSAMERICA LIFE INSURANCE COMPANY | 2022 | 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. Issues related to PEP trustees. Issues related to audits of groups of plans. Proposals to reform 403(b) plan investments. 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). H.R. 4610/S. 3759, RETIRE 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. H.R. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act. H.R. 6912, Pooled Employer Plan Fix Act. H.R. 2741, Public Service Retirement Fairness Act of 2021. H.R. 7146/S. 1870, Enhancing Emergency and Retirement Savings Act. H.R. 7310, Protecting Americas Retirement Security Act. H.R. 6782/S. 3712, Auto Reenrollment Act. S. 4154, Simplifying Small Business Retirement Savings Act. S. 4153, Incentivizing Small Business Retirement Savings Act… | HOUSE OF REPRESENTATIVES,SENATE | 40000 | 0 | 0 | 2022-07-18T07:59:01-04:00 | |
| 2823007 | DAVIS & HARMAN LLP d3ced601-68e4-447f-afed-694219a4ea81 | Q2 | DAVIS & HARMAN LLP | 11674 | LPL FINANCIAL | 2022 | 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 Code Section 199A. 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). S. 1233, Small Business Tax Fairness and Compliance Simplification Act. H.R. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act. S. 2387, Small Business Tax Fairness Act. H.R. 7146/S. 1870, Enhancing Emergency and Retirement Savings Act. H.R. 7310, Protecting Americas Retirement Security Act. H.R. 6782/S. 3712, Auto Reenrollment Act. Enhancing American Retirement Now (EARN) Act, as approved by the Senate Finance Committee. S. 4353, RISE & SHINE Act. | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2022-07-18T08:00:52-04:00 | |
| 2823023 | DAVIS & HARMAN LLP ec294eb2-0820-402e-9872-9e4147255d78 | Q2 | DAVIS & HARMAN LLP | 11674 | STATE STREET BANK AND TRUST CO. | 2022 | 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. Issues related to default annuitization. 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. H.R. 7146/S. 1870, Enhancing Emergency and Retirement Savings Act of 2021. H.R. 5376, Build Back Better Act. H.R. 2913, Encouraging Americans to Save Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act. H.R. 7310, Protecting Americas Retirement Security Act. H.R. 6782/S. 3712, Auto Reenrollment Act. H.R.2741, Public Service Retirement Fairness Act. Enhancing American Retirement Now (EARN) Act, as approved by the Senate Finance Committee. S. 4353, RISE & SHINE Act. | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2022-07-18T08:18:55-04:00 | |
| 2823032 | DAVIS & HARMAN LLP 1c565cfd-7eb5-48d6-a27a-af49dd2330ab | Q2 | DAVIS & HARMAN LLP | 11674 | NATIONWIDE INSURANCE COMPANIES | 2022 | 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. Proposals related to emergency savings accounts. 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 to reform 403(b) plan investments. Proposals related to electronic disclosure. H.R. 4610/S. 3795, RETIRE Act (115th Congress). 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. H.R. 7146/S. 1870, Enhancing Emergency and Retirement Savings Act. H.R. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act. H.R. 7310, Protecting Americas Retirement Security Act. H.R. 6782/S. 3712, Auto Reenrollment Act. H.R. 2741, Public Service Retirement Fairness Act. Enhancing American Retirement Now (EARN) Act, as approved by the Senate Finance Committee. S. 4353, RISE & SHINE Act. | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2022-07-18T08:24:14-04:00 | |
| 2823042 | DAVIS & HARMAN LLP dae663ad-9f94-408e-8004-b5a43efc8df3 | Q2 | DAVIS & HARMAN LLP | 11674 | WILLIS NORTH AMERICA INC | 2022 | second_quarter | RET | Issues related to government issued mortality tables. Issues related to tax incentives for retirement savings. Retirement assumption issues. Work regarding 15% pension minimum tax issue. S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act. H.R. 5376, Build Back Better Act. H.R. 7146/S. 1870, Enhancing Emergency and Retirement Savings Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act. H.R. 7310, Protecting Americas Retirement Security Act. H.R. 6782/S. 3712, Auto Reenrollment Act. Enhancing American Retirement Now (EARN) Act, as approved by the Senate Finance Committee. S. 4353, RISE & SHINE Act. | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2022-07-18T08:30:59-04:00 | ||
| 2823050 | DAVIS & HARMAN LLP f63cfe3b-743b-47dc-8687-f10fe2f2700c | Q2 | DAVIS & HARMAN LLP | 11674 | GIRL SCOUTS OF THE USA | 2022 | second_quarter | RET | Pension funding issues. PBGC related issues. H.R. 2954, Securing a Strong Retirement Act. | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2022-07-18T08:32:19-04:00 | |
| 2823056 | DAVIS & HARMAN LLP 24920170-0e1b-43f4-8c1f-162af709382c | Q2 | DAVIS & HARMAN LLP | 11674 | NATIONAL RURAL ELECTRIC COOPERATIVE ASSN | 2022 | 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. Proposals related to defined benefit plan administration. Proposals related to Code Section 415 limit. Proposals related to employee tax credit for employer retirement contributions. Issues related to Internal Revenue Code Section 415. S. 1770, Retirement Security and Savings Act. S. 2352, Retirement Security Preservation Act (116th Congress). S. 2913/H.R. 5202, Protecting Critical Services for Mothers and Babies Act (116th Congress). S. 1625, Securing and Enabling Commerce Using Remote and Electronic Notarization Act. H.R. 8083, Preserving Employee Retirement Savings Act (116th Congress). 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. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act. H.R.6738, Retirement Tax Credit Parity for Cooperatives and Charities Act. Enhancing American Retirement Now (EARN) Act, as approved by the Senate Finance Committee. S. 4353, RISE & SHINE Act.ratives and Charities Act. | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2022-07-18T08:36:47-04:00 | |
| 2823067 | DAVIS & HARMAN LLP 7a707bb5-410c-48f7-8d15-62839ba169e8 | Q2 | DAVIS & HARMAN LLP | 11674 | FMR LLC | 2022 | 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. Qualified plan issues. Proposals related to self correcting inadvertent plan errors. Work related to brokerage window investments. 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). H.R. 4610/S. 3795, RETIRE Act. S. 1272, SIMPLE Plan Modernization Act. S. 321, Retirement Security Act (116th Congress). Issues related to e-notarization. S. 1443/H.R. 2917, Retirement Parity for Student Loans 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. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act. H.R. 7146/S. 1870, Enhancing Emergency and Retirement Savings Act. H.R. 7310, Protecting Americas Retirement Security Act. H.R. 6782/S. 3712, Auto Reenrollment Act. Enhancing American Retirement Now (EARN) Act, as approved by the Senate Finance Committee. S. 4353, RISE & SHINE Act. S. 4147/H.R. 7860, Financial Freedom Act. | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2022-07-18T08:40:33-04:00 | |
| 2823087 | DAVIS & HARMAN LLP 2ac0a39d-1036-4bc6-99be-c029b4ec19d8 | Q2 | DAVIS & HARMAN LLP | 11674 | EDWARD JONES INVESTMENTS | 2022 | second_quarter | RET | Proposals related to small business retirement issues and retirement savings issues. SIMPLE IRAs. Issues related to automatic enrollment. Partnership tax issues. Required minimum distribution issues. Proposals to assist military spouses. Issues related to emergency savings. Proposals related to net investment income. 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. S. 1233/H.R. 821, Small Business Tax Fairness and Compliance Simplification Act. H.R. 5376, Build Back Better Act. S. 2387, Small Business Tax Fairness Act. H.R. 7146/S. 1870, Enhancing Emergency and Retirement Savings Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act. H.R. 7310, Protecting Americas Retirement Security Act. H.R. 6782/S. 3712, Auto Reenrollment Act. S. 4353, RISE & SHINE Act. Enhancing American Retirement Now (EARN) Act, as passed by the Senate Finance Committee. | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2022-07-18T08:48:49-04:00 | |
| 2823098 | DAVIS & HARMAN LLP 7fd668fe-9627-4d81-9a8c-0f7b78d01714 | Q2 | DAVIS & HARMAN LLP | 11674 | AMERICAN BENEFITS COUNCIL | 2022 | 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 nonqualified deferred compensation. Work regarding automatic plans and backdoor Roth contributions. Proposals related to plan amendment deadlines. Proposals related to PEP service crediting. Proposals related to Section 401(h) surplus and VEBA surplus. Issues related to Internal Revenue Code Section 162(m). 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. Annuitiz… | HOUSE OF REPRESENTATIVES,SENATE | 60000 | 0 | 0 | 2022-07-18T08:54:46-04:00 | |
| 2823306 | PRINCIPAL FINANCIAL GROUP dc23cc4f-9ec6-4ef5-9e12-c0b68034ee8f | Q2 | PRINCIPAL FINANCIAL GROUP | 32178 | PRINCIPAL FINANCIAL GROUP | 2022 | 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. This permits penalty-free distributions, up to $1,000, from tax-exempt retirement plans for emergency personal expenses, limited to one distribution in a calendar year. The bill allows repayment to plans of such distributions over a three-year period. S 2583 A bill to amend the Internal Revenue Code of 1986 to provide for rules for the use of retirement funds in connection with federally declared disasters (Cassidy/Menendez): This bill allows penalty-free distributions from tax-exempt retirement plans for a federally declared disaster (i.e., a qualified disaster recovery distribution). The bill defines qualified disaster recovery distribution as any distribution within a 180 day period after a disaster declaration that is made to an individual whose principal residence is located in a qualified disaster area (an area for which a major disaster has been declared) and who has sustained an economic loss due to the disaster. The bill sets forth rules for the recontribution of withdrawals from a plan for first-time home purchases or for purchases or construction of a principal residence in a disaster area, and increases the limit on loans from a qualified employer plan that an individual may take in lieu of a distribution. HR 2741 Public Service Retirement Fairness Act. A bill to generally permit 403(b) plans to invest in collective investment trusts (CIT) S 2452 Wyden SAVERS Credit: This bill sets forth provisions to provide matching payments for retirement savings and Individ… | HOUSE OF REPRESENTATIVES,SENATE | 518000 | 0 | 0 | 2022-07-18T10:15:37-04:00 | |
| 2823545 | MINDSET ADVOCACY, LLC 0ced6aaf-54f5-4831-84fc-02c38548ba79 | Q2 | MINDSET ADVOCACY, LLC | 296271 | LPL FINANCIAL LLC | 2022 | second_quarter | RET | General interest in retirement issues. | HOUSE OF REPRESENTATIVES,SENATE | 40000 | 0 | 0 | 2022-07-18T11:22:32-04:00 | |
| 2823635 | ALLON ADVOCACY, LLC d7dd58f3-245f-45e1-9dc7-27621833f460 | Q2 | ALLON ADVOCACY, LLC | 401104657 | FORGE GLOBAL, INC. | 2022 | second_quarter | RET | Issues related to the treatment of certain retirement accounts under budget reconciliation. | HOUSE OF REPRESENTATIVES,SENATE | 50000 | 0 | 0 | 2022-07-18T11:45:43-04:00 | |
| 2823667 | ALLON ADVOCACY, LLC 4297659c-7200-401d-ae6f-ab307069ae3f | Q2 | ALLON ADVOCACY, LLC | 401104657 | YODLEE INC. | 2022 | second_quarter | RET | Best interest rule finalized by SEC and revised Department of Labor fiduciary rule. | Consumer Financial Protection Bureau (CFPB),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of | 70000 | 0 | 0 | 2022-07-18T11:51:54-04:00 | |
| 2823742 | BANK OF AMERICA CORPORATION 90f8df7b-675c-4a36-9fb7-a9471eb97792 | Q2 | BANK OF AMERICA CORPORATION | 26400 | BANK OF AMERICA CORPORATION | 2022 | second_quarter | RET | HR 2954, Securing a Strong Retirement Act of 2021, issues related to retirement savings incentives. | HOUSE OF REPRESENTATIVES,SENATE | 270000 | 0 | 0 | 2022-07-18T12:07:44-04:00 | |
| 2824175 | GREYSTONE GROUP LLC 481d4381-108d-4388-a886-c66d5d0857fa | Q2 | GREYSTONE GROUP LLC | 295510 | MINOT STATE UNIVERSITY | 2022 | second_quarter | RET | S. 331 - ABLE Age Adjustment Act, entire legislation S. 4102 - SSI Savings Penalty Elimination Act, entire legislation H.R. 2954 - Securing a Strong Retirement Act of 2021 (SECURE 2.0) - monitor for inclusion of provisions from S. 331 and S. 4102 | SENATE | 0 | 0 | 2022-07-18T13:11:59-04:00 | ||
| 2824229 | THE ERISA INDUSTRY COMMITTEE 4452b3ec-ac9e-47c4-9878-a3912dbee7a0 | Q2 | THE ERISA INDUSTRY COMMITTEE | 13803 | ERISA INDUSTRY COMMITTEE | 2022 | second_quarter | RET | Paid leave issues Retirement Security and Savings Act Emergency savings and the Enhancing Emergency and Retirement Savings Act of 2021 Single-Employer Defined Benefit Issues Retirement Improvement and Savings Enhancement Act RISE and SHINE Act Retirement Plan Disclosures Retirement Plan Investment Requirements and options Retirement Plan Contribution Flexibility Retirement Savings Tax Issues Modernizing Retirement Plan Administration Mental Health Matters Act Protecting Americas Retirement Security Act Securing a Strong Retirement Act (SSRA) 401(k) Investment Options EARN Act Fiduciary standards for brokerage windows | HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),SENATE,Treasury, Dept of | 60000 | 0 | 0 | 2022-07-18T13:23:50-04:00 | |
| 2824294 | UNITED AUTOMOBILE, AEROSPACE & AGRICULTURAL IMPLEMENT WORKERS 43d50dcc-b3b1-4317-ac4b-dd8dc0b3647d | Q2 | UNITED AUTOMOBILE, AEROSPACE & AGRICULTURAL IMPLEMENT WORKERS | 39052 | UNITED AUTOMOBILE AEROSPACE & AGRICULTURAL IMPLEMENT WORKERS | 2022 | second_quarter | RET | Build Back Better Act, Stabilizing multi- and single-employer defined benefit pension plans | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE | 130000 | 0 | 0 | 2022-07-18T13:32:40-04:00 | |
| 2824367 | FINANCIAL EXECUTIVES INTERNATIONAL 0495e2f0-2da5-4247-aa06-dc3aded8ee0d | Q2 | FINANCIAL EXECUTIVES INTERNATIONAL | 14520 | FINANCIAL EXECUTIVES INTERNATIONAL | 2022 | second_quarter | RET | Pension, defined contribution, defined benefit rules, regulations and policies. | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE | 23995 | 0 | 0 | 2022-07-18T13:47:22-04:00 | |
| 2824927 | LONGBOW PUBLIC POLICY GROUP, LLC 6eb24894-bae8-4e98-ab73-24190be61311 | Q2 | LONGBOW PUBLIC POLICY GROUP, LLC | 401106355 | CENTER FOR CAPITAL MARKETS COMPETITIVENESS, U.S. CHAMBER OF COMMERCE | 2022 | second_quarter | RET | Anticipated Fiduciary Rule further defining and delimiting the definition of fiduciary pursuant to the Employee Income Security Retirement Act of 1974. Employee Benefits Security Administration proposed rule regarding "Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights"; provisions related to the exercise of shareholder rights (86 Fed. Reg. 57272, Oct. 14, 2021). Nomination of Lisa Gomez, of New Jersey, to be an Assistant Secretary of Labor for the Employee Benefits Security Administration (PN 940). | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE | 20000 | 0 | 0 | 2022-07-18T15:02:35-04:00 | |
| 2824943 | LONGBOW PUBLIC POLICY GROUP, LLC 05fca921-6538-44d0-be20-e813539a9fd8 | Q2 | LONGBOW PUBLIC POLICY GROUP, LLC | 401106355 | UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA | 2022 | second_quarter | RET | Proposals for two-pool withdrawal liability and alternative plans design for defined benefit retirement plans. | SENATE | 20000 | 0 | 0 | 2022-07-18T15:04:11-04:00 | |
| 2824960 | LONGBOW PUBLIC POLICY GROUP, LLC e578adb2-8c05-469d-be01-4bf36cc17e2b | Q2 | LONGBOW PUBLIC POLICY GROUP, LLC | 401106355 | SIGNATORY WALL AND CEILING CONTRACTORS ALLIANCE | 2022 | second_quarter | RET | S. 4353, the Retirement Improvement and Savings Enhancement to Supplement Healthy Investments for the Nest Egg (RISE & SHINE) Act, legislation to amend the Employee Retirement Income Security Act of 1974 and the Internal Revenue Code of 1986 to improve retirement plan provisions; entire bill. Proposals for alternative plan designs for multiemployer defined benefit plans. Nomination of Lisa Gomez, of New Jersey, to be an Assistant Secretary of Labor for the Employee Benefits Security Administration (PN 940). | HOUSE OF REPRESENTATIVES,SENATE | 50000 | 0 | 0 | 2022-07-18T15:05:55-04:00 | |
| 2825147 | KEVIN KAYES f629bdf7-c3b1-45c6-bd77-77e9a6820ed9 | Q2 | KEVIN KAYES | 401104434 | ARCBEST | 2022 | second_quarter | RET | Implementation of the 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 | 2022-07-18T15:25:42-04:00 | |
| 2825297 | ALLIANCE FOR RETIRED AMERICANS 334ba936-3f36-42b3-a4bd-459ee7605e06 | Q2 | ALLIANCE FOR RETIRED AMERICANS | 67238 | ALLIANCE FOR RETIRED AMERICANS | 2022 | 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 Status 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. Proposals regarding the Social Security Windfall Elimination Provision 10. Proposals regarding the Social Security Government Pension Offset 11. H.R. 82, Social Security Fairness Act of 2021, entire bill 12. S. 1302, Social Security Fairness Act, entire bill 13. S. 1772, Surviving Widow(er) Income Fair Treatment Act of 2021, or the SWIFT Act", entire bill 14. S. 1099, Protecting Married Seniors From Impoverishment Act, entire bill 15. H.R. 4921, Strengthening Social Security Act of 2021, entire bill 16. H.R. 5637, Meeting our Seniors Social Security Needs Act, entire bill 17. H.R. 5723, Social Security 2100: A Sacred Trust, entire bill 18. S. 3070, Safeguarding American Families and Expanding Social Security Act of 2021, entire bill 19. S. 3177, Protection of Social Security Benefits Restoration Act, entire bill 20. Re-opening of and customer service at Social Security field offices 21. Proposals regarding fiduciary rules for advisers of individuals with individual retirement accounts 22. S. 4365, Social Security Expansion Act, entire bill | HOUSE OF REPRESENTATIVES,SENATE,Social Security Administration (SSA) | 80000 | 0 | 0 | 2022-07-18T15:45:55-04:00 | |
| 2825798 | RESOLUTION PUBLIC AFFAIRS, LLC 7baa4cd0-a60d-4c91-b8e2-d630a26e8381 | Q2 | RESOLUTION PUBLIC AFFAIRS, LLC | 401105068 | EDWARD D. JONES & CO., L.P. | 2022 | second_quarter | RET | Issues regarding retirement security, generally. | HOUSE OF REPRESENTATIVES,SENATE | 40000 | 0 | 0 | 2022-07-18T16:51:08-04:00 | |
| 2826037 | INTERNATIONAL ASSOCIATION OF MACHINISTS AND AEROSPACE WORKERS b31ba494-76fd-4f9c-a2db-0e863e584f5b | Q2 | INTERNATIONAL ASSOCIATION OF MACHINISTS AND AEROSPACE WORKERS | 19775 | INTERNATIONAL ASSOCIATION OF MACHINISTS AND AEROSPACE WORKERS | 2022 | second_quarter | RET | PBGC Final SFA Rule No Bill Number | HOUSE OF REPRESENTATIVES,Pension Benefit Guaranty Corporation (PBGC),SENATE | 620000 | 0 | 0 | 2022-07-18T17:40:47-04:00 | |
| 2826370 | AMERICAN BENEFITS COUNCIL 98cbba45-3642-4282-8da7-facbeafc8183 | Q2 | AMERICAN BENEFITS COUNCIL | 4675 | AMERICAN BENEFITS COUNCIL | 2022 | second_quarter | RET | Legislative FY 2023 Budget Proposal - tax policy, pandemic preparedness Build Back Better Act (BBBA) - H.R. 5376 - retirement policy and revenue-raising provisions Infrastructure Investment and Jobs Act (IIJA) - H.R. 3684 -defined benefit pension stabilization option provision Retirement Improvement and Savings Enhancement (RISE) Act - H.R. 5891 RISE & SHINE Act - S. 4353 Bipartisan, Comprehensive Retirement Legislation - Senate HELP Committee The Enhancing American Retirement Now (EARN Act - Senate Finance Committee Helping Parents Save for College Act - S. 4103 Automatic Retirement Plan Act (ARPA) Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870/H.R. 7146 The Emergency Savings Act -S. 4310 ABLE Employment Flexibility ACT (AEFA) - H.R. 4672 Womens Retirement Protection Act (WRPA) - S. 2446/H.R. 4678 Encouraging Americans to Save Act (EASA) - S. 2452/H.R. 2913 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 Retirement Security Flexibility Act - S. 2602 Emergency Pension Plan Relief Act - H.R. 409 Emergency Pension Plan Relief Act - H.R. 423 Advancing Auto-portability Act of 2022 - S. 4406 Lifetime Income for Employees (LIFE) Act - H.R. 6476 Auto Reenroll Act of 2022 - H.R. 6782 Employee and Retiree Access to Justice Act - H.R. 7740/S. 4219 Mental Health Matters Act - H.R. 7780 Cybersecurity Cryptocurrency Brokerage windows Financial Freedom Act - S. 4147 Defined Benefit Plan (DB) Issues Environmental, Social and Governance (ESG) principals in investing ERISA Uniformity Pension Benefit Guaranty Corporation (PBGC) premiums Pooled Employer Plan (PEPs) Issues Tax Incentives for 401 (k) contributions Telework practices Electronic communication Regulatory White… | HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Office of Management & Budget (OMB),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of,White House Office | 433084 | 0 | 0 | 2022-07-18T19:55:36-04:00 | |
| 2826474 | DAVIS & HARMAN LLP f9f5eafd-fef6-47a4-9937-f822fae59575 | Q2 | DAVIS & HARMAN LLP | 11674 | LINCOLN NATIONAL CORPORATION | 2022 | 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. H.R. 5376, Build Back Better Act. H.R. 2741, Public Service Retirement Fairness Act. H.R. 6912, Pooled Employer Plan Fix Act. Enhancing American Retirement Now (EARN) Act, as approved by the Senate Finance Committee. S. 4353, RISE & SHINE Act. S. 4154, Simplifying Small Business Retirement Savings Act. S. 4153, Incentivizing Small Business Retirement Savings Act. | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2022-07-18T20:36:49-04:00 | |
| 2826834 | BROWNSTEIN HYATT FARBER SCHRECK, LLP fde79dbf-b0d6-42f2-a513-3cf08add39f2 | Q2 | BROWNSTEIN HYATT FARBER SCHRECK, LLP | 7257 | UNIVERSAL SAVINGS FOR AMERICANS, FORMERLY REPORTED AS, SAVINGUSA | 2022 | second_quarter | RET | Issues related to the retirement savings program | HOUSE OF REPRESENTATIVES,SENATE | 80000 | 0 | 0 | 2022-07-18T22:26:10-04:00 | |
| 2827636 | INSURED RETIREMENT INSTITUTE 9f8d5755-ed75-4af9-bfe7-30b1b943def4 | Q2 | INSURED RETIREMENT INSTITUTE | 285494 | INSURED RETIREMENT INSTITUTE | 2022 | second_quarter | RET | Legislation and rulemaking affecting annuities, variable life products and retirement savings including Biden Administration and Congressional proposals on tax reform. DOL - EBSA - Cybersecurity Guidance for Plan Sponsors, Fiduciaries, Record Keepers and Participants. DOL - EBSA - PTE 2020-02 - Improving Investment Advice for Workers & Retirees. DOL - EBSA - Financial Factors in Selecting Plan Investments - ZRIN 1210-AB95. DOL - EBSA - Improving Investment Advice for Workers and Retirees - ZRIN 1210-ZA29. DOL - EBSA - Pension Benefit Statements-Lifetime Income Illustrations - RIN 1210-AB20. DOL - EBSA - Fiduciary Duties Regarding Proxy Voting and Shareholder Rights - RIN 1210-AB91. DOL - OSEC - Rescission of Department of Labor Rule on Guidance (29 CFR Part 89 - RIN 1290-AA41). DOL - EBSA - Amendment to and Partial Revocation of Prohibited Transaction Exemption (PTE) 84-24 for Certain Transactions Involving Insurance Agents and Brokers, Pension Consultants, Insurance Companies, and Investment Company Principal Underwriters. DOL - EBSA - Definition of the Term Fiduciary - RIN 1210-AC02. DOL - EBSA - Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights (RIN - 1210-AC03/ 29 CFR 2550). DOL - EBSA - RFI on Possible Agency Actions to Protect Life Savings and Pensions from Threat of Climate-Related Financial Risk - RIN 1210-ZA30. DOL - EBSA - Compliance Assistance Release 2022-01 to 401(k) Plan Fiduciaries on Use of Cryptocurrencies - March 10, 2022. DOL - EBSA - Proposed Rule to Amend Procedures Governing the Filing and Processing of Prohibited Transaction Exemption (PTE) Applications - RIN 1210-ACO5. DOL implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). EOP - Executive Order on Climate-Related Financial Risk. EOP - Amending Executive Order 13959 - Addressing the Threat from Securities Investments That Finance Communist Chinese Military Companies (E.O. 13974 of Jan 13, 2021 - 86 FR 4875). EOP - Executive Order 13990 - Protecting Pub… | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of | 140000 | 0 | 0 | 2022-07-19T09:21:32-04:00 | |
| 2827656 | AICPA ASSOCIATION OF INTERNATIONAL CERTIFIED PROFESSIONAL ACCOUNTANTS b35b3aa2-1e2a-4818-876d-efc74a2e047e | Q2 | AICPA ASSOCIATION OF INTERNATIONAL CERTIFIED PROFESSIONAL ACCOUNTANTS | 401104268 | AICPA ASSOCIATION OF INTERNATIONAL CERTIFIED PROFESSIONAL ACCOUNTANTS | 2022 | second_quarter | RET | Group-of-plans consolidated audit. | HOUSE OF REPRESENTATIVES,SENATE | 1300000 | 0 | 0 | 2022-07-19T09:24:40-04:00 | |
| 2827746 | CASSIDY & ASSOCIATES, INC. b6de10e3-99e7-42ab-8a44-ec7c6f92770a | Q2 | CASSIDY & ASSOCIATES, INC. | 8453 | SOCIETY OF ACTUARIES | 2022 | second_quarter | RET | General legislative issues related to actuarial profession | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2022-07-19T09:35:58-04:00 | |
| 2827882 | MEHLMAN CONSULTING, INC. 72d44a7a-dea9-49bb-86aa-71ece7d7d814 | Q2 | MEHLMAN CONSULTING, INC. | 284950 | NORTHERN TRUST | 2022 | second_quarter | RET | Issues related to retirement security and the enhancement of 403(b) plans in H.R. 2954 - Securing a Strong Retirement Act of 2022, Enhancing American Retirement Now (Earn Act), and S. 4353 Retirement Improvement and Savings Enhancement to Supplement Healthy Investments for the Nest Egg (Rise & Shine Act). | HOUSE OF REPRESENTATIVES,SENATE | 50000 | 0 | 0 | 2022-07-19T09:47:28-04:00 | |
| 2828416 | MARSH & MCLENNAN COMPANIES, INC. d6dfb812-c978-4b35-9758-bde1b2503374 | Q2 | MARSH & MCLENNAN COMPANIES, INC. | 400361683 | MARSH & MCLENNAN COMPANIES, INC. | 2022 | second_quarter | RET | Securing Strong Retirement Act 2022 | HOUSE OF REPRESENTATIVES,SENATE | 310000 | 0 | 0 | 2022-07-19T10:43:29-04:00 | |
| 2828462 | SCHOENING STRATEGIES 637ad335-3749-4de9-94ef-44a9c1239c21 | Q2 | SCHOENING STRATEGIES | 400954758 | AMAC ACTION | 2022 | 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. S. 3684 - Improving Social Securitys Service to Victims of Identity Theft Act - helping victims of identity theft | HOUSE OF REPRESENTATIVES,SENATE | 15000 | 0 | 0 | 2022-07-19T10:49:53-04:00 | |
| 2828835 | THE RABEN GROUP 4d0559f0-2ba0-4c6d-8a23-4f6f62340201 | Q2 | THE RABEN GROUP | 61458 | SMALL INVESTOR PROTECTION LEAGUE (INFORMAL COALITION) | 2022 | second_quarter | RET | Activist hedge funds and closed end funds Investor protection H.R.4262 - Increasing Investor Opportunities Act Senate bill (S.3948) titled "The Increasing Investor Opportunities Act. | HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE | 40000 | 0 | 0 | 2022-07-19T11:25:46-04:00 | |
| 2829262 | DAVIS & HARMAN LLP 34b1039d-8429-40fc-bb7d-44d8298b8c9d | Q2 | DAVIS & HARMAN LLP | 11674 | SPARK INSTITUTE | 2022 | 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. Provisions related to retirement savings in H.R. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act of 2021. S. 1625/H.R. 3962, Securing and Enabling Commerce Using Remote and Electronic Notarization Act. Enhancing American Retirement Now (EARN) Act, as approved by the Senate Finance Committee. S. 4353, RISE & SHINE Act. | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2022-07-19T12:03:32-04:00 | |
| 2829281 | DAVIS & HARMAN LLP e98f7cd0-c84d-4638-b488-91fa75d2c7e6 | Q2 | DAVIS & HARMAN LLP | 11674 | RETIREMENT INDUSTRY TRUST ASSOCIATION | 2022 | 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. Discussion draft of Retirement Improvements and Savings Enhancements (RISE) Act of 2016. Legislative proposals related to self-directed IRAs and IRA investments. IRA investment changes in H.R. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act of 2021. Enhancing American Retirement Now (EARN) Act, as approved by the Senate Finance Committee. | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2022-07-19T12:04:33-04:00 | ||
| 2829285 | DAVIS & HARMAN LLP 603b4ba2-f519-4ba2-b7fc-0ed50a1cf2a2 | Q2 | DAVIS & HARMAN LLP | 11674 | MISSIONSQUARE RETIREMENT | 2022 | second_quarter | RET | Proposals related to retirement and retiree health savings and collective investment trusts. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Proposals related to governmental 457(b) plans. 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. H.R. 5891, Retirement Improvement and Savings Enhancement Act of 2021. Enhancing American Retirement Now (EARN) Act, as approved by the Senate Finance Committee. S. 4353, RISE & SHINE Act. | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2022-07-19T12:05:24-04:00 | |
| 2829304 | DAVIS & HARMAN LLP 62fe38bd-b7c9-44b3-a7a7-5b3d46524a7f | Q2 | DAVIS & HARMAN LLP | 11674 | INSPIRA FINANCIAL | 2022 | 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. IRA investment changes in H.R. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act of 2021. Enhancing American Retirement Now (EARN) Act, as approved by the Senate Finance Committee. S. 4353, RISE & SHINE Act. | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2022-07-19T12:06:24-04:00 | |
| 2829420 | DAVIS & HARMAN LLP 28a4bee3-205c-4357-89d4-88e2b1deb09a | Q2 | DAVIS & HARMAN LLP | 11674 | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | 2022 | 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. Issues related to pension risk transfers. S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act. H.R. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act of 2021. Enhancing American Retirement Now (EARN) Act, as approved by the Senate Finance Committee. S. 4353, RISE & SHINE Act. | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2022-07-19T12:15:56-04:00 | |
| 2829446 | DAVIS & HARMAN LLP 5b097181-1902-41e9-bbd4-07eb7d297bca | Q2 | DAVIS & HARMAN LLP | 11674 | TIAA | 2022 | second_quarter | RET | Issues related to tax incentives for retirement savings. Issues regarding investment offerings in defined contribution plans and IRAs. 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. 6746, Lifetime Income for Employees Act. H.R. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Act of 2021. Enhancing American Retirement Now (EARN) Act, as approved by the Senate Finance Committee. S. 4353, RISE & SHINE Act. | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2022-07-19T12:16:47-04:00 | |
| 2829455 | DAVIS & HARMAN LLP a814a204-bc28-477d-a09e-1e9acbe0252e | Q2 | DAVIS & HARMAN LLP | 11674 | VANGUARD GROUP | 2022 | 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, H.R. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act of 2021. S. 4353, RISE & SHINE Act. Enhancing American Retirement Now (EARN) Act, as approved by the Senate Finance Committee. | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2022-07-19T12:17:25-04:00 | |
| 2829457 | DAVIS & HARMAN LLP 9a67c68d-0edf-4353-8506-b55ac3680bc4 | Q2 | DAVIS & HARMAN LLP | 11674 | VANGUARD GROUP | 2022 | 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, H.R. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act of 2021. S. 4353, RISE & SHINE Act. Enhancing American Retirement Now (EARN) Act, as approved by the Senate Finance Committee. | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2022-07-19T12:17:30-04:00 | |
| 2829522 | NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC. 4f4818c7-4265-4cae-bb05-90606c4ee7e9 | Q2 | NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC. | 26980 | NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC. | 2022 | 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; Wally Bunker HELPS Retirees Improvement Act; Police and Fire Healthcare Protection Act; EARN Act. | HOUSE OF REPRESENTATIVES,SENATE | 60000 | 0 | 0 | 2022-07-19T12:21:38-04:00 | |
| 2830301 | PORTERFIELD, FETTIG & SEARS, LLC 570f10dd-457a-4104-884b-9105d7c67b53 | Q2 | PORTERFIELD, FETTIG & SEARS, LLC | 305054 | TIAA | 2022 | second_quarter | RET | Retirement issues | HOUSE OF REPRESENTATIVES,SENATE | 60000 | 0 | 0 | 2022-07-19T13:25:27-04:00 | |
| 2830335 | AMERICAN FEDERATION OF STATE, COUNTY AND MUNICIPAL EMPLOYEES b684bb8c-3d77-47ed-871f-eef19a77975e | Q2 | AMERICAN FEDERATION OF STATE, COUNTY AND MUNICIPAL EMPLOYEES | 2321 | AMERICAN FEDERATION OF STATE COUNTY AND MUNICIPAL EMPLOYEES | 2022 | second_quarter | RET | HR 5723, S 3071- Social Security 2100: A Sacred Trust S 4365- Expanding Social Security Improving retirement for home care providers HR 5723, HR 82, S 1302- Social Security Reforms, Social Security Fairness Act | HOUSE OF REPRESENTATIVES,SENATE | 510000 | 0 | 0 | 2022-07-19T13:27:09-04:00 | |
| 2830862 | WILLIAMS AND JENSEN, PLLC 0e292ebe-93b7-4f1d-b2f5-9352e8ea805d | Q2 | WILLIAMS AND JENSEN, PLLC | 41454 | THE VANGUARD GROUP, INC. | 2022 | second_quarter | RET | Retirement and savings issues, generally; Securing a Strong Retirement Act of 2021 (H.R. 2954). Retirement Security & Savings Act (S. 1770). S. ___, the Enhancing American Retirement Now (EARN) Act, and S. 4353, the RISE and SHINE Act. | HOUSE OF REPRESENTATIVES,SENATE | 60000 | 0 | 0 | 2022-07-19T14:19:12-04:00 | |
| 2830903 | FEDERAL HALL POLICY ADVISORS, LLC a4e3eca0-135b-428f-8e44-f5a1d752f198 | Q2 | FEDERAL HALL POLICY ADVISORS, LLC | 401104646 | PROTECTIVE LIFE CORPORATION | 2022 | second_quarter | RET | Issues related to retirement security, including H.R.2954 - The Securing a Strong Retirement Act. | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2022-07-19T14:21:13-04:00 | |
| 2830905 | INTERNATIONAL ASSOCIATION OF FIRE FIGHTERS 06fb3932-ef08-4e99-a8f4-87d9a1494822 | Q2 | INTERNATIONAL ASSOCIATION OF FIRE FIGHTERS | 19753 | INTERNATIONAL ASSOCIATION OF FIRE FIGHTERS | 2022 | second_quarter | RET | Expanding HELPS Retirees benefits. Efforts to undermine public pensions. Social Security offsets. Deferred compensation penalty waivers. Addressing H.R. 2954. H.R.521/S.129 | HOUSE OF REPRESENTATIVES,SENATE | 104000 | 0 | 0 | 2022-07-19T14:21:30-04:00 | |
| 2831128 | WINNING STRATEGIES WASHINGTON c4b3a0ca-7881-4adf-ad8f-936b615293b0 | Q2 | WINNING STRATEGIES WASHINGTON | 50796 | NATIONAL TROOPERS COALITION | 2022 | second_quarter | RET | Retirement Issues; legislation related to medical benefits for retired law enforcement | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2022-07-19T14:44:31-04:00 | |
| 2831229 | TRINET GROUP INC. 88de80e5-b6a1-472c-9df1-52f09cc3ff1f | Q2 | TRINET GROUP INC. | 401103456 | TRINET GROUP INC. | 2022 | second_quarter | RET | General educational discussions on employer-sponsored retirement plans and employee access to retirement benefits through employment. | HOUSE OF REPRESENTATIVES,SENATE | 210000 | 0 | 0 | 2022-07-19T14:53:58-04:00 | |
| 2831475 | WINNING STRATEGIES WASHINGTON 54b80039-cfd2-4133-8256-51609df38561 | Q2 | WINNING STRATEGIES WASHINGTON | 50796 | PRUDENTIAL | 2022 | second_quarter | RET | Retirement & pensions | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2022-07-19T15:16:09-04:00 | |
| 2831482 | NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION a5e4d6a0-6e06-482d-a2e1-610d618a5e6f | Q2 | NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION | 28674 | NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION | 2022 | 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. | 130000 | 0 | 0 | 2022-07-19T15:16:36-04:00 | ||
| 2831621 | SHEET METAL & AIR CONDITIONING CONTRACTORS NAT'L ASSN 55616845-308f-4bf5-9c79-f8209d6b8cc7 | Q2 | SHEET METAL & AIR CONDITIONING CONTRACTORS NAT'L ASSN | 35068 | SHEET METAL & AIR CONDITIONING CONTRACTORS NAT'L ASSN | 2022 | second_quarter | RET | Oppose Davis-Bacon Repeal Act - H.R. 2218, S. 805 | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2022-07-19T15:25:20-04:00 | ||
| 2831782 | HANCE SCARBOROUGH b0968039-5de6-4dcd-a8b9-1112ada6b5df | Q2 | HANCE SCARBOROUGH | 17443 | ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS | 2022 | second_quarter | RET | Fiscal Year 2023 Appropriations, H.R.5834 - Equal Treatment of Public Servants Act of 2021 | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2022-07-19T15:33:56-04:00 | |
| 2831784 | DYKEMA GOSSETT PLLC 16bd4a53-3211-42e9-af05-1cadc091d318 | Q2 | DYKEMA GOSSETT PLLC | 12915 | THE ERISA INDUSTRY COMMITTEE | 2022 | second_quarter | RET | FAMILY Act and other paid leave issues Retirement Security and Savings Act Enhancing Emergency and Retirement Savings Act of 2021 Single-Employer Defined Benefit Issues Build Back Better Act Retirement Improvement and Savings Enhancement Act Retirement Plan Disclosures Retirement Plan Investment Requirements Retirement Plan Contribution Flexibility Retirement Savings Tax Issues Modernizing Retirement Plan Administration | HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of | 20000 | 0 | 0 | 2022-07-19T15:34:08-04:00 | |
| 2832020 | CAPITOL COUNSEL LLC c21c4eda-f2f5-479f-8d67-1f99e406c2d4 | Q2 | CAPITOL COUNSEL LLC | 313715 | MARCH OF DIMES INC. | 2022 | second_quarter | RET | Advice and advocacy regarding pension funding. | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2022-07-19T15:50:01-04:00 | |
| 2832068 | MISSIONSQUARE RETIREMENT faf1a7ce-caf8-4253-bb59-00288b423b9b | Q2 | MISSIONSQUARE RETIREMENT | 401106438 | MISSIONSQUARE RETIREMENT | 2022 | second_quarter | RET | Proposals related to retirement and retiree health savings and collective investment trusts. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Proposals related to governmental 457(b) plans. 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. H.R. 5891, Retirement Improvement and Savings Enhancement Act of 2021. | HOUSE OF REPRESENTATIVES,SENATE | 150000 | 0 | 0 | 2022-07-19T15:51:32-04:00 | |
| 2832104 | RICH FEUER ANDERSON d662f455-43e0-4616-89c3-39155d39840e | Q2 | RICH FEUER ANDERSON | 84775 | THE GLOBAL ATLANTIC FINANCIAL GROUP LLC | 2022 | second_quarter | RET | Legislation and regulations expanding access to retirement solutions, including H.R. 2954, the "Securing a Strong Retirement Act of 2021." | HOUSE OF REPRESENTATIVES,SENATE | 50000 | 0 | 0 | 2022-07-19T15:53:15-04:00 | |
| 2832138 | MISSY EDWARDS STRATEGIES, LLC 303d9b31-6cf4-4edd-9783-34323b070894 | Q2 | MISSY EDWARDS STRATEGIES, LLC | 400547641 | NCCMP | 2022 | second_quarter | RET | Monitor issues related to reforms of pension plans | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2022-07-19T15:55:24-04:00 | |
| 2832156 | HOGAN LOVELLS US LLP cf449b0e-5754-4c4b-92a3-c33fb0c36713 | Q2 | HOGAN LOVELLS US LLP | 18422 | CALIFORNIA STATE TEACHERS' RETIREMENT SYSTEM | 2022 | 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 | 2022-07-19T15:57:01-04:00 | |
| 2832771 | RUTLEDGE POLICY GROUP, LLC 6b3380af-fbcd-40a5-8c02-b50a438f14d2 | Q2 | RUTLEDGE POLICY GROUP, LLC | 401105775 | AMERICAN RETIREMENT ASSOCIATION | 2022 | second_quarter | RET | General Retirement Savings Legislation - all provisions. Securing a Strong Retirement Act of 2022 (HR 2954) - all provisions RISE Act (HR 5891) - all provisions Retirement Security and Savings Act of 2021 (S. 1776) - all provisions RISE & SHINE Act (S. 4353) - all provisions EARN Act | HOUSE OF REPRESENTATIVES,SENATE | 45000 | 0 | 0 | 2022-07-19T16:36:43-04:00 |
Advanced export
JSON shape: default, array, newline-delimited, object
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);