home / lobbying

lobbying_activities

Individual lobbying activities reported in quarterly filings. Each row is one issue area for one client — includes the specific issues lobbied on, government entities contacted, and income/expense amounts.

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

273 rows where filing_period = "second_quarter", filing_year = 2022 and issue_code = "RET" sorted by filing_year descending

✎ View and edit SQL

This data as json, CSV (advanced)

Suggested facets: filing_type, income_amount, is_termination, received_date (date)

issue_code 1

  • RET · 273 ✖

filing_year 1

  • 2022 · 273 ✖

filing_period 1

  • second_quarter · 273 ✖
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

Next page

Advanced export

JSON shape: default, array, newline-delimited, object

CSV options:

CREATE TABLE lobbying_activities (
            id INTEGER PRIMARY KEY,
            filing_uuid TEXT NOT NULL,
            filing_type TEXT NOT NULL,
            registrant_name TEXT NOT NULL,
            registrant_id INTEGER,
            client_name TEXT NOT NULL,
            filing_year INTEGER NOT NULL,
            filing_period TEXT NOT NULL,
            issue_code TEXT,
            specific_issues TEXT,
            government_entities TEXT,
            income_amount INTEGER,
            expense_amount INTEGER,
            is_no_activity INTEGER DEFAULT 0,
            is_termination INTEGER DEFAULT 0,
            received_date TEXT,
            CONSTRAINT fk_activity_filing FOREIGN KEY (filing_uuid)
                REFERENCES lobbying_filings_raw(filing_uuid)
        );
CREATE INDEX idx_act_client_name ON lobbying_activities(client_name COLLATE NOCASE);
CREATE INDEX idx_act_issue_code ON lobbying_activities(issue_code);
CREATE INDEX idx_act_filing_year ON lobbying_activities(filing_year);
CREATE INDEX idx_act_filing_uuid ON lobbying_activities(filing_uuid);
Powered by Datasette · Queries took 2560.87ms · Data license: Public Domain (U.S. Government data) · Data source: Federal Register API & Regulations.gov API