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lobbying_activities

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

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

254 rows where filing_period = "second_quarter", filing_year = 2023 and issue_code = "RET" sorted by filing_year descending

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issue_code 1

  • RET · 254 ✖

filing_year 1

  • 2023 · 254 ✖

filing_period 1

  • second_quarter · 254 ✖
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
2998862 EMERGENT STRATEGIES d2023729-1469-44d0-9488-0b8f95132bcc Q2 EMERGENT STRATEGIES 401104778 RETIRESAFE 2023 second_quarter RET Issues related to seniors and their needs during retirement. HOUSE OF REPRESENTATIVES,SENATE     0 0 2023-07-05T10:33:28-04:00
2999454 CMFG LIFE INSURANCE COMPANY 405eea30-61f5-4209-a2a9-333348e158ab Q2 CMFG LIFE INSURANCE COMPANY 80510 CMFG LIFE INSURANCE COMPANY 2023 second_quarter RET Support H.R. 2593/S. 955, the Senior Security Act, which establishes the Senior Investor Taskforce within the Securities and Exchange Commission. Support technical corrections to be made to SECURE 2.0 law. HOUSE OF REPRESENTATIVES,SENATE   120000 0 0 2023-07-06T16:32:11-04:00
2999627 PETER TURZA 8e049092-0b47-4711-9e91-068d4c5c0022 Q2 PETER TURZA 401103236 ABF FREIGHT SYSTEMS, INC. 2023 second_quarter RET Issues with respect to multiemployer pension plans and the obligations of contributing employers to such plans involving ERISA, the Internal Revenue Code, MPPAA, the PPA, the Butch Lewis Act and subsequent legislative and administrative efforts. HOUSE OF REPRESENTATIVES,SENATE 50000   0 0 2023-07-07T10:27:53-04:00
2999716 NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS d4e3167d-2ef5-4029-bd10-ef6d4999ba6f Q2 NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS 26901 NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS 2023 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   448313 0 0 2023-07-07T13:55:00-04:00
2999746 NATIONAL ASSOCIATION OF POSTAL SUPERVISORS 9698025b-ac89-4c0e-b057-5e47e73d6b7d Q2 NATIONAL ASSOCIATION OF POSTAL SUPERVISORS 401075023 NATIONAL ASSOCIATION OF POSTAL SUPERVISORS 2023 second_quarter RET Legislation that may impact the Civil Service Retirement System and the Federal Employees Retirement System H.R. 82 and S. 957, the Social Security Fairness Act, legislation to repeal the Windfall Elimination Provision and the Government Pension Offset H.R. 866, the COLA Equity Act, legislation to provide equity between the CSRS retirement cost-of-living-adjustment and the FERS cost-of-living-adjustment H.R. 716, the Fair COLA for Seniors Act, legislation to provide a more accurate calculation for retirement cost-of-living-adjustments H.R. 4260, Public Servants Protection and Fairness Act,legislation to revise the Social Security Windfall Elimination Provision HOUSE OF REPRESENTATIVES,SENATE   17000 0 0 2023-07-07T14:31:02-04:00
3000237 DOUCET CONSULTING SOLUTIONS, LLC fd3f1c98-0096-464b-acbe-396e705f3f41 Q2 DOUCET CONSULTING SOLUTIONS, LLC 401104418 LOUISIANA SHERIFFS' ASSOCIATION 2023 second_quarter RET Support for repeal of the Windfall Elimination Provision and the Government Pension Offset in the Social Security Program. SENATE,Treasury, Dept of,White House Office 10000   0 0 2023-07-10T09:27:39-04:00
3000521 TREA SENIOR CITIZENS LEAGUE 6fea554a-0ba4-4c8b-aaa8-5d25dcbbc344 Q2 TREA SENIOR CITIZENS LEAGUE 38426 TREA SENIOR CITIZENS LEAGUE 2023 second_quarter RET Social Security Cost of Living Adjustment (S.394, H.R.671), Social Security Reform (H.R. 281), Repeal of the Windfall Elimination Provision and the Government Pension Offset H.R. 82, S.597), Special Stimulus for Social Security Recipients, Social Security 2100 Act. HOUSE OF REPRESENTATIVES,SENATE     0 0 2023-07-10T16:17:55-04:00
3000723 THE ESOP ASSOCIATION 55f49974-534c-41a6-8924-886d2efff994 Q2 THE ESOP ASSOCIATION 13858 ESOP ASSOCIATION 2023 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. HOUSE OF REPRESENTATIVES,SENATE   60000 0 0 2023-07-11T10:45:06-04:00
3000941 POYNER SPRUILL LLP 8dec143f-e63c-4251-8716-6e8fe199a8f1 Q2 POYNER SPRUILL LLP 400563685 AMERICAN RETIREMENT ASSOCIATION 2023 second_quarter RET Implementation of retirement plan legislation, legislative proposals, retirement plan 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 2023-07-11T12:59:12-04:00
3001085 MR. MARK REY 3799c5d4-c7ce-4c6e-a023-a6563adfc8be Q2 MR. MARK REY 400454181 NATIONAL OLDER WORKERS CAREER CENTER 2023 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 2023-07-11T15:39:33-04:00
3001245 HOLLAND & KNIGHT LLP 0cf8238d-f57a-4648-8264-11e48a7f14b9 Q2 HOLLAND & KNIGHT LLP 18466 CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. 2023 second_quarter RET Educating members of Congress and staff on financial planning business tax incentives and retirement issues and policy. HOUSE OF REPRESENTATIVES,SENATE 60000   0 0 2023-07-12T08:50:48-04:00
3001419 NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC. c095d307-84ba-48d0-a181-df3a3a4358af Q2 NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC. 26980 NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC. 2023 second_quarter RET Public Safety Retirees Healthcare Protection Act; Public Servants Protection & Fairness Act HOUSE OF REPRESENTATIVES,SENATE   60000 0 0 2023-07-12T13:28:41-04:00
3001680 ALLIANCE FOR RETIRED AMERICANS 09783610-a663-4cc1-8b5e-0b5006b73de1 Q2 ALLIANCE FOR RETIRED AMERICANS 67238 ALLIANCE FOR RETIRED AMERICANS 2023 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. Proposals regarding the Social Security Windfall Elimination Provision 5. Proposals regarding the Social Security Government Pension Offset 6. Proposals to change the Social Security earnings cap 7. Proposals to change the Social Security withholding tax and increase benefits 8. H.R. 3729, Social Security Caregiver Act, entire bill 9. S. 1211, Social Security Caregiver Act, entire bill 10. H.R. 82, Social Security Fairness Act of 2023, entire bill 11. H.R. 3261, Strengthening Social Security Act of 2023, entire bill 12. H.R. 3926, Protecting Our Widows and Widowers in Retirement Act, entire bill 13. Proposals to reduce Social Security fraud HOUSE OF REPRESENTATIVES,SENATE   80000 0 0 2023-07-12T15:08:31-04:00
3001936 DYKEMA GOSSETT PLLC a4a14b09-ac4d-4c0d-bec8-befeddc1dce1 Q2 DYKEMA GOSSETT PLLC 12915 JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) 2023 second_quarter RET Lobbied in support of retirement security and pension provisions. Lobbied on proposed Fiduciary Rule. HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2023-07-12T16:38:27-04:00
3002072 VERITAS ADVISORS, LLP e6ad4e46-89db-4fe6-9600-a651170d5df2 Q2 VERITAS ADVISORS, LLP 283878 CLEARWATER PAPER 2023 second_quarter RET Pensions, no specific bills. HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2023-07-12T19:49:28-04:00
3002320 DUTKO WORLDWIDE, LLC d0459d2e-d9e4-4ba8-85c5-419baadfcbb9 Q2 DUTKO WORLDWIDE, LLC 12868 ACCENTURE FEDERAL SERVICES LLC 2023 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 2023-07-13T10:55:43-04:00
3002366 ALLON ADVOCACY, LLC 2087d2a4-f909-439d-8658-e37e4aefc449 Q2 ALLON ADVOCACY, LLC 401104657 YODLEE INC. 2023 second_quarter RET Best interest rule finalized by SEC, revised Department of Labor fiduciary rule, market structure and ESG issues. Consumer Financial Protection Bureau (CFPB),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of 70000   0 0 2023-07-13T11:12:31-04:00
3002392 ALLON ADVOCACY, LLC ea5a87c4-4090-474b-9147-58cce675bc1e Q2 ALLON ADVOCACY, LLC 401104657 FORGE GLOBAL, INC. 2023 second_quarter RET Issues related to the treatment of certain retirement accounts. HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE 50000   0 0 2023-07-13T11:28:22-04:00
3002546 FORSCEY, PLLC 6518c4c5-dcd9-48c7-8cb1-937937599d5a Q2 FORSCEY, PLLC 52880 WRITERS GUILD OF AMERICA, WEST 2023 second_quarter RET Work in opposition to legislation that would reduce previously enacted government approved funding for distressed multi-employer pension plans and in opposition to proposals that would increase PBGC premiums on multi-employer plans. HOUSE OF REPRESENTATIVES,Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of 30000   0 0 2023-07-13T12:35:51-04:00
3002771 NATIONAL RURAL LETTER CARRIERS' ASSOCIATION ad1ccc6e-22d8-40a5-b7d0-6e4265b9f3a7 Q2 NATIONAL RURAL LETTER CARRIERS' ASSOCIATION 28526 NATIONAL RURAL LETTER CARRIERS' ASSOCIATION 2023 second_quarter RET H.R. 82-"Social Security Fairness Act of 2023"-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 supports this bill. S. 597-"Social Security Fairness Act"-Senate companion bill, the bill repeals provisions that reduce Social Security benefits for individuals who receive other benefits such as a pension from a state and local government, as well as eliminates the GPO and WEP. The NRLCA supports this bill. H.R. 5723-"Social Security 2100"-legislation that protects Social Security. The bill also repeals WEP and GPO. The NRLCA has not taken a position on this bill. HOUSE OF REPRESENTATIVES,SENATE   125000 0 0 2023-07-13T14:00:30-04:00
3003141 COVINGTON & BURLING LLP 5634f36c-f50e-402f-b914-afb8fe4e2eaa Q2 COVINGTON & BURLING LLP 11195 JOHN HANCOCK LIFE INSURANCE COMPANY (USA) (FKA JOHN HANCOCK FIN. SERVICES, INC.) 2023 second_quarter RET Retirement; long term care insurance.   40000   0 0 2023-07-13T16:22:32-04:00
3003168 NATIONAL COUNCIL OF FARMER COOPERATIVES ef767e9d-c060-4a47-9cf0-88e8e6f06d4b Q2 NATIONAL COUNCIL OF FARMER COOPERATIVES 27638 NATIONAL COUNCIL OF FARMER COOPERATIVES 2023 second_quarter RET Issues relating to pension plans sponsored by farmer cooperatives; issues relating to and impacting agriculture and farmer cooperatives HOUSE OF REPRESENTATIVES,SENATE   393000 0 0 2023-07-13T16:36:20-04:00
3003759 WILLIAMS AND JENSEN, PLLC 659aaacf-a7d2-4af7-b3d0-7921325d12ef Q2 WILLIAMS AND JENSEN, PLLC 41454 THE VANGUARD GROUP, INC. 2023 second_quarter RET Retirement and savings issues, generally. HOUSE OF REPRESENTATIVES,SENATE 60000   0 0 2023-07-14T11:23:16-04:00
3003788 THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY 6fe83302-6bc8-46e7-bd20-1305a8f56565 Q2 THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY 29607 THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY 2023 second_quarter RET RET - Quarter 2 2023 1.SECURE 2.0 Technical Corrections: Legislative language that will amend SECURE 2.0 to make technical changes to a variety of provision. Income Security S. 2415 and H.R. 7107, the Long-Term Care Affordability Act: Would allow for tax free distributions from retirement accounts to fund LTC contracts. HOUSE OF REPRESENTATIVES,SENATE   580000 0 0 2023-07-14T11:45:08-04:00
3003936 THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY 972f316f-0086-46b0-81b7-3351aa49c6b7 2A THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY 29607 THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY 2023 second_quarter RET RET - Quarter 2 2023 1.SECURE 2.0 Technical Corrections: Legislative language that will amend SECURE 2.0 to make technical changes to a variety of provision. Income Security S. 2415 and H.R. 7107, the Long-Term Care Affordability Act: Would allow for tax free distributions from retirement accounts to fund LTC contracts. HOUSE OF REPRESENTATIVES,SENATE   720000 0 0 2023-07-14T12:43:44-04:00
3004022 RICH FEUER ANDERSON 157bf163-03bc-4492-ad8e-ef279cf7cdde Q2 RICH FEUER ANDERSON 84775 BLACKROCK FUNDS SERVICES GROUP LLC (FORMERLY BLACKROCK CAPITAL MANAGEMENT INC.) 2023 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 2023-07-14T13:29:06-04:00
3004024 SQUIRE PATTON BOGGS 8df11965-4204-439d-8090-2984ae832003 Q2 SQUIRE PATTON BOGGS 30906 AON SERVICE CORPORATION (FKA AON HEWITT) 2023 second_quarter RET Advice regarding retirement-related legislation and regulatory reform. HOUSE OF REPRESENTATIVES,SENATE 50000   0 0 2023-07-14T13:29:41-04:00
3004068 WILLIAMS AND JENSEN, PLLC 15143cc9-4f20-4fdf-8c43-fc49d3af5bb1 Q2 WILLIAMS AND JENSEN, PLLC 41454 HOUSTON FIREFIGHTERS RELIEF AND RETIREMENT FUND 2023 second_quarter RET Legislation related to Social Security penalties. H.R. 82 and S. 597. HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of 40000   0 0 2023-07-14T13:41:33-04:00
3004071 WILLIAMS AND JENSEN, PLLC 15564135-38ff-4baa-a75f-8d677debbefa Q2 WILLIAMS AND JENSEN, PLLC 41454 LOS ANGELES COUNTY EMPLOYEES' RETIREMENT SYSTEM 2023 second_quarter RET Legislation related to Social Security penalties. H.R. 82 and S. 597. HOUSE OF REPRESENTATIVES,SENATE 30000   0 0 2023-07-14T13:44:27-04:00
3004086 RICH FEUER ANDERSON 1c3ea2f5-0147-4c23-beb3-a8f13b8e0096 Q2 RICH FEUER ANDERSON 84775 BLACKROCK FUNDS SERVICES GROUP LLC (FORMERLY BLACKROCK CAPITAL MANAGEMENT INC.) 2023 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 2023-07-14T13:47:27-04:00
3004334 DAVIS & HARMAN LLP 90ced452-2fad-4368-86c0-94ea6b1cad53 Q2 DAVIS & HARMAN LLP 11674 LINCOLN NATIONAL CORPORATION 2023 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. 2370, Automatic IRA Act (116th Congress). H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2023-07-14T15:13:34-04:00
3004474 INTERNATIONAL ALLIANCE OF THEATRICAL STAGE EMPLOYEES 57cdfd89-0352-4c44-ba4f-f6cbc2a198c0 Q2 INTERNATIONAL ALLIANCE OF THEATRICAL STAGE EMPLOYEES 401105446 INTERNATIONAL ALLIANCE OF THEATRICAL STAGE EMPLOYEES 2023 second_quarter RET Oppose the Giving Retirement Options to Workers Act     70000 0 0 2023-07-14T16:02:16-04:00
3004741 CASSIDY & ASSOCIATES, INC. 02f58a10-cd8d-4c0f-9c94-31daab3a6876 Q2 CASSIDY & ASSOCIATES, INC. 8453 SOCIETY OF ACTUARIES 2023 second_quarter RET General legislative issues related to actuarial profession HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2023-07-14T18:20:47-04:00
3005309 FORBES-TATE 40fbb5e0-beef-49f7-85ab-e0e5f15c7f0d Q2 FORBES-TATE 400976792 INSURED RETIREMENT INSTITUTE 2023 second_quarter RET Issues related to retirement savings; H.R. 2954 - Securing a Strong Retirement Act of 2021 (117th Congress). Issues related to H.R. 3063 - The Retirement Fairness for Charities and Educational Institutions Act. HOUSE OF REPRESENTATIVES,SENATE 50000   0 0 2023-07-15T18:19:45-04:00
3005614 INTERNATIONAL UNION OF POLICE ASSOCIATIONS, AFL-CIO 4ea991f4-b8fb-412b-bbc5-850e4788d689 Q2 INTERNATIONAL UNION OF POLICE ASSOCIATIONS, AFL-CIO 50400 INTERNATIONAL UNION OF POLICE ASSOCIATIONS AFL-CIO 2023 second_quarter RET S2236, HR 82, HOUSE OF REPRESENTATIVES,SENATE   20000 0 0 2023-07-16T11:38:10-04:00
3005784 FORBES-TATE f002d6a6-13e1-4a8b-9b3b-40aaf6e65cf4 Q2 FORBES-TATE 400976792 EDWARD D. JONES & CO., L.P. 2023 second_quarter RET Issues related to retirement security and savings matters; Issues related to small business retirement and retirement savings; Issues related to retirement savings for military spouses; SIMPLE IRAs; Issues related to financial transaction, capital gains, and dividend income taxes; Issues related to senior investor protection matters; Issues related to SEC and DOL standard of care rulemaking; Issues related to partnership tax and IRS Code Section 199A. SENATE 50000   0 0 2023-07-16T13:49:31-04:00
3005835 PORT SIDE STRATEGIES, LLC 57477cbd-1c6d-438d-98e4-544a0a70d7a5 Q2 PORT SIDE STRATEGIES, LLC 401105394 SOCIAL SECURITY WORKS 2023 second_quarter RET S.1174 - Medicare and Social Security Fair Share Act - in support. H.R.4348 - To amend the Internal Revenue Code of 1986 to exclude the portion of a lump-sum social security benefit payment that relates to periods prior to the taxable year from the determination of household income - in support. S. 393 - Social Security Expansion Act - in support. HR 1046 - Social Security Expansion Act - in support. Issues related to Social Security -- no specific legislation. HOUSE OF REPRESENTATIVES,SENATE,White House Office 20000   0 0 2023-07-16T14:58:00-04:00
3005865 PORT SIDE STRATEGIES, LLC abf14875-cc8e-40d3-a042-b03aedef1a0d Q2 PORT SIDE STRATEGIES, LLC 401105394 MOVEON.ORG CIVIC ACTION 2023 second_quarter RET Issues related to Social Security -- no specific legislation. HOUSE OF REPRESENTATIVES,SENATE,White House Office     0 0 2023-07-16T15:06:10-04:00
3006324 DAVIS & HARMAN LLP 1bdecd49-c968-40b1-b4a8-aa818a40537a Q2 DAVIS & HARMAN LLP 11674 EDWARD JONES INVESTMENTS 2023 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 the Department of Labor's fiduciary definition. Issues related to emergency savings. Proposals related to net investment income. Proposals to assist caregivers. Issues related to SEC's liquidity and swing pricing proposal. H.R. 7146/S. 1870, Enhancing Emergency and Retirement Savings Act (117th Congress). H.R. 7310, Protecting Americas Retirement Security Act (117th Congress). H.R. 6782/S. 3712, Auto Reenrollment Act (117th Congress). H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2023-07-17T09:49:04-04:00
3006343 DAVIS & HARMAN LLP 1ccfe539-791c-49aa-ba3f-9fcac16938fc Q2 DAVIS & HARMAN LLP 11674 NATIONAL RURAL ELECTRIC COOPERATIVE ASSN 2023 second_quarter RET Proposals related to PBGC premiums. Proposals related to plan funding. Proposals to facilitate new growth of pension plans. Requirement for paper statements under ERISA. 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. H.R. 3596, Rightsizing Pension Premiums Act (115th Congress). H.R.6738, Retirement Tax Credit Parity for Cooperatives and Charities Act (117th Congress). H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). S. 1212, Securing and Enabling Commerce Using Remote and Electronic Notarization Act. HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2023-07-17T09:52:41-04:00
3006345 DYKEMA GOSSETT PLLC 3f302324-6db4-4338-9584-e0fd9a6a65a6 Q2 DYKEMA GOSSETT PLLC 12915 THE ERISA INDUSTRY COMMITTEE 2023 second_quarter RET Paid leave issues Emergency savings Single-employer defined benefit issues Retirement plan disclosures Retirement plan investment requirements and optionsRetirement plan contribution flexibility Retirement savings tax issues Modernizing retirement plan administration Retirement plan recordkeeping issues PBGC premiums SECURE 2.0 Act Multiemployer pensions Litigation and enforcement affecting benefit plans HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of 20000   0 0 2023-07-17T09:53:11-04:00
3006369 DAVIS & HARMAN LLP d64c1762-1426-436b-b70a-3efcde5ccc09 Q2 DAVIS & HARMAN LLP 11674 TRANSAMERICA LIFE INSURANCE COMPANY 2023 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. Issues related to electronic witnessing. S. 1011, to modify the requirements for multiple employer plans, and for other purposes (116th Congress). H.R. 4523, the Automatic Retirement Plan Act (115th Congress). H.R. 6782/S. 3712, Auto Reenrollment Act (117th Congress). H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). S. 1212, Securing and Enabling Commerce Using Remote and Electronic Notarization Act. H.R. 4008, Protecting Americas Retirement Security Act. HOUSE OF REPRESENTATIVES,SENATE 30000   0 0 2023-07-17T10:00:25-04:00
3006374 DAVIS & HARMAN LLP 191fa4cd-079d-498f-a40b-7764435cffbd Q2 DAVIS & HARMAN LLP 11674 BROKER/DEALER COORDINATION GROUP 2023 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 20000   0 0 2023-07-17T10:02:25-04:00
3006397 DAVIS & HARMAN LLP bc4d4eee-a1b0-4344-85c2-be3496e59aad Q2 DAVIS & HARMAN LLP 11674 STATE STREET BANK AND TRUST CO. 2023 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. Proposals related to environmental, social, and governance criteria in plan investments and proxy voting. Child Savings Accounts. Issues related to 403(b) investments. Annuity defaults. Annuity tax credits. H.R. 4523, the Automatic Retirement Plan Act (115th Congress). S. 1011, to modify the requirements for multiple employer plans (116th Congress). S. 321, Retirement Security Act (116th Congress). H.R. 7310, Protecting Americas Retirement Security Act (117th Congress). H.R. 6782/S. 3712, Auto Reenrollment Act (117th Congress). H.R. 5376, the Build Back Better Act (117th Congress). H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). HOUSE OF REPRESENTATIVES,SENATE 30000   0 0 2023-07-17T10:09:48-04:00
3006406 DAVIS & HARMAN LLP 7b382fd7-7355-458f-b7e9-f8fd4db76b25 2A DAVIS & HARMAN LLP 11674 TRANSAMERICA LIFE INSURANCE COMPANY 2023 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. Issues related to electronic witnessing. S. 1011, to modify the requirements for multiple employer plans, and for other purposes (116th Congress). H.R. 4523, the Automatic Retirement Plan Act (115th Congress). H.R. 6782/S. 3712, Auto Reenrollment Act (117th Congress). H.R. 7310, Protecting Americas Retirement Security Act (117th Congress). H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). S. 1212, Securing and Enabling Commerce Using Remote and Electronic Notarization Act. HOUSE OF REPRESENTATIVES,SENATE 30000   0 0 2023-07-17T10:12:08-04:00
3006412 DAVIS & HARMAN LLP 38f279cf-9426-48db-aa95-9db427e96d89 Q2 DAVIS & HARMAN LLP 11674 LPL FINANCIAL 2023 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. S. 2387, Small Business Tax Fairness Act (117th Congress). H.R. 7310, Protecting Americas Retirement Security Act (117th Congress). H.R. 6782/S. 3712, Auto Reenrollment Act (117th Congress). H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). HOUSE OF REPRESENTATIVES,SENATE 10000   0 0 2023-07-17T10:16:49-04:00
3006439 DAVIS & HARMAN LLP 94565943-02f1-4ef5-9bb1-926585f4f5a5 Q2 DAVIS & HARMAN LLP 11674 AMERICAN BENEFITS COUNCIL 2023 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 witnessing. Proposals related to environmental, social, and governance plan investments and proxy voting. Issues related to Qualified Professional Asset Managers. Issues related to cybersecurity in retirement plans. Proposals related to stemming leakage from retirement plans. Proposals related to stable value investment offerings in defined contribution plans. Proposals related to phased retirement. Proposals related to 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. The SECs proposals regarding hard close and swing pricing. Proposals regarding pension risk transfers. Proposals to modify required minimum distribution rules. Proposals that would modify limits on retirement plan contributions. Proposals related to stretch IRAs. Issues related to government issued mortality tables. Proposals to amend the nondiscrimination provisions to protect older, … HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE 80000   0 0 2023-07-17T10:29:13-04:00
3006456 DAVIS & HARMAN LLP 7278962d-14d1-45cf-8fac-46e7127c0af5 Q2 DAVIS & HARMAN LLP 11674 WILLIS NORTH AMERICA INC 2023 second_quarter RET Issues related to government issued mortality tables. Issues related to tax incentives for retirement savings. Retirement assumption issues. Issues regarding defined benefit plans. Work regarding 15% pension minimum tax issue. H.R. 7310, Protecting Americas Retirement Security Act (117th Congress). H.R. 6782/S. 3712, Auto Reenrollment Act (117th Congress). H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). HOUSE OF REPRESENTATIVES,SENATE     0 0 2023-07-17T10:32:18-04:00
3006484 DAVIS & HARMAN LLP e3172794-0d43-49e1-bd31-c45779682761 Q2 DAVIS & HARMAN LLP 11674 NATIONWIDE INSURANCE COMPANIES 2023 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 401(h) surplus. 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. Proposals related to ETFs and variable annuities. Issues related to SEC's liquidity and swing pricing proposal. Proposals regarding the portability of retirement savings. S. 1011, to modify the requirements for multiple employer plans, and for other purposes (116th Congress). H.R. 7310, Protecting Americas Retirement Security Act (117th Congress). H.R. 6782/S. 3712, Auto Reenrollment Act (117th Congress). H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). HOUSE OF REPRESENTATIVES,SENATE 10000   0 0 2023-07-17T10:39:35-04:00
3006503 DAVIS & HARMAN LLP 25352ab9-41b3-4e6e-a750-1651ed85cab6 Q2 DAVIS & HARMAN LLP 11674 GIRL SCOUTS OF THE USA 2023 second_quarter RET Pension funding issues. PBGC related issues. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). HOUSE OF REPRESENTATIVES,SENATE 30000   0 0 2023-07-17T10:43:10-04:00
3006528 DAVIS & HARMAN LLP c982d443-bd76-4d59-8c7d-4a784e38e5f0 Q2 DAVIS & HARMAN LLP 11674 FMR LLC 2023 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. Issues related to electronic witnessing. Issues related to SEC's liquidity and swing pricing proposal. Issues related to the Roth catch-up effective date. S. 1011, to modify the requirements for multiple employer plans, and for other purposes (116th Congress). H.R. 7310, Protecting Americas Retirement Security Act (117th Congress). H.R. 6782/S. 3712, Auto Reenrollment Act (117th Congress). S. 4147/H.R. 7860, Financial Freedom Act (117th Congress). H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). S. 1212, Securing and Enabling Commerce Using Remote and Electronic Notarization Act. HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2023-07-17T10:47:55-04:00
3006566 GUSTO 047cd900-ae67-41d0-af4f-f5b1f4acc5e0 Q2 GUSTO 401106368 GUSTO 2023 second_quarter RET 401k Safe Harbor expansion HOUSE OF REPRESENTATIVES,SENATE   10000 0 0 2023-07-17T11:03:49-04:00
3006581 DAVIS & HARMAN LLP 9eb7d520-b8b5-43fb-a83d-e3e450d577ee Q2 DAVIS & HARMAN LLP 11674 SPARK INSTITUTE 2023 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. Issues related to the SEC's liquidity and swing pricing proposal. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress) related to Roth catch-up effective date. HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE 10000   0 0 2023-07-17T11:08:12-04:00
3006776 DAVIS & HARMAN LLP f81775d9-5ef1-487f-89b2-d39e62dce271 Q2 DAVIS & HARMAN LLP 11674 MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY 2023 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. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). HOUSE OF REPRESENTATIVES,SENATE 10000   0 0 2023-07-17T11:45:43-04:00
3006781 DAVIS & HARMAN LLP bb27f3bd-7947-4c61-857e-2cb68a0c3be0 Q2 DAVIS & HARMAN LLP 11674 RETIREMENT INDUSTRY TRUST ASSOCIATION 2023 second_quarter RET Issues related to retirement savings and IRAs. Legislative proposals related to self-directed IRAs and IRA investments. Discussion draft of Retirement Improvements and Savings Enhancements (RISE) Act of 2016. IRA investment changes in H.R. 5376, Build Back Better Act/Inflation Reduction Act (117th Congress). H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). HOUSE OF REPRESENTATIVES,SENATE     0 0 2023-07-17T11:46:59-04:00
3006790 DAVIS & HARMAN LLP 14f27318-4db3-4ebd-b4ee-590cab79fa31 Q2 DAVIS & HARMAN LLP 11674 VANGUARD GROUP 2023 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. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2023-07-17T11:48:17-04:00
3006798 THE ERISA INDUSTRY COMMITTEE 982f7953-a8ec-4624-9c12-3cab9419f6a2 Q2 THE ERISA INDUSTRY COMMITTEE 13803 ERISA INDUSTRY COMMITTEE 2023 second_quarter RET Paid leave issues Emergency savings Single-employer defined benefit issues Retirement plan disclosures Retirement plan investment requirements and options Retirement plan contribution flexibility Retirement savings tax issues Modernizing retirement plan administration Retirement plan recordkeeping issues PBGC premiums SECURE 2.0 Act Multiemployer pensions Litigation and enforcement affecting benefit plans HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of   120000 0 0 2023-07-17T11:49:24-04:00
3006802 DAVIS & HARMAN LLP 4ef25383-c339-4b83-bef5-40a264be1567 Q2 DAVIS & HARMAN LLP 11674 INSPIRA FINANCIAL 2023 second_quarter RET Issues related to retirement savings and IRAs. Legislative proposals related to self-directed IRAs and IRA investments. IRA investment changes in H.R. 5376, Build Back Better Act/Inflation Reduction Act (117th Congress). H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress), regarding issues related to automatic portability. HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE 10000   0 0 2023-07-17T11:50:21-04:00
3006833 DAVIS & HARMAN LLP 36d2682a-14ae-4377-b046-6de3ca16851a Q2 DAVIS & HARMAN LLP 11674 TIAA 2023 second_quarter RET Issues related to tax incentives for retirement savings. 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. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). H.R. 3942, Lifetime Income for Employees Act. HOUSE OF REPRESENTATIVES,SENATE 10000   0 0 2023-07-17T11:53:50-04:00
3006839 DAVIS & HARMAN LLP b4e775b6-287f-4242-9ed8-971000787379 Q2 DAVIS & HARMAN LLP 11674 MISSIONSQUARE RETIREMENT 2023 second_quarter RET Proposals related to retirement and retiree health savings and collective investment trusts. Proposals related to governmental 457(b) plans. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress), related to the Roth catch-up contribution effective date, and pension linked emergency savings accounts. HOUSE OF REPRESENTATIVES,SENATE 30000   0 0 2023-07-17T11:55:14-04:00
3007488 MCALLISTER & QUINN, LLC 2466d5b8-6f5c-4a70-9cba-a8f18558f353 Q2 MCALLISTER & QUINN, LLC 292573 UNITED STATES CAPITOL POLICE LABOR COMMITTEE 2023 second_quarter RET Capitol Security. January 6th special committee. Legislative Branch appropriations. H.R.1323 - Law Enforcement Officer Fair Retirement Act of 2023. In support of. H.R.82 - S.597- Social Security Fairness Act of 2023. In support of. H.R. 3170 - S. 1514- HELPER Act of 2023. In support of. H.R. 4364/No Senate Bill Number - Legislative Branch Appropriations Act, 2024 - Provisions related to Capitol Security, pay issues. HOUSE OF REPRESENTATIVES,SENATE 10000   0 0 2023-07-17T15:03:29-04:00
3007636 MINDSET ADVOCACY, LLC d28d9e52-8c99-4c2d-a1f1-1f640ca6a89a Q2 MINDSET ADVOCACY, LLC 296271 LPL FINANCIAL LLC 2023 second_quarter RET General interest in retirement issues. Issues related to independent contracting. Issues related to DOL fiduciary rule. HOUSE OF REPRESENTATIVES,SENATE 40000   0 0 2023-07-17T15:20:31-04:00
3007987 TRUCKER HUSS APC 1e6ccd85-f0c9-4821-ab4d-a219e1043f11 Q2 TRUCKER HUSS APC 400537609 WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND 2023 second_quarter RET Retirement HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of     0 0 2023-07-17T16:38:19-04:00
3007995 LONGBOW PUBLIC POLICY GROUP, LLC aaf912c2-ec84-494c-a2f4-02a70a75a3b1 Q2 LONGBOW PUBLIC POLICY GROUP, LLC 401106355 CENTER FOR CAPITAL MARKETS COMPETITIVENESS, U.S. CHAMBER OF COMMERCE 2023 second_quarter RET Anticipated Fiduciary Rule further defining and delimiting the definition of fiduciary pursuant to the Employee Retirement Income Security Act of 1974. Labor, Dept of (DOL) 20000   0 0 2023-07-17T16:40:23-04:00
3008020 LONGBOW PUBLIC POLICY GROUP, LLC 0d6b3923-c115-4002-be17-cf93be578ce5 Q2 LONGBOW PUBLIC POLICY GROUP, LLC 401106355 UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA 2023 second_quarter RET General education concerning the need for additional reform of the multiemployer pension system following the enactment of the Special Financial Assistance program as part of the American Rescue Plan Act. SENATE 20000   0 0 2023-07-17T16:55:25-04:00
3008026 LONGBOW PUBLIC POLICY GROUP, LLC b1681693-abef-4558-997a-e6275c4b15c5 Q2 LONGBOW PUBLIC POLICY GROUP, LLC 401106355 SIGNATORY WALL AND CEILING CONTRACTORS ALLIANCE 2023 second_quarter RET General education concerning the need for additional reform of the multiemployer pension system following the enactment of the Special Financial Assistance program as part of the American Rescue Plan Act with an emphasis on the authorization of two-pool withdrawal liability for multiemployer plans in the construction industry, improved legal clarity for variable defined benefit plans, and authorization of composite plans. H.J. Res. 30, Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Department of Labor relating to Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights; entire resolution. S. J. Res. 8, Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Department of Labor relating to Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights; entire resolution. H.R. 4237, the "Ensuring Sound Guidance (ESG) Act," legislation to amend the Investment Advisers Act of 1940 and the Employee Retirement Income Security Act of 1974 to specify requirements concerning the consideration of pecuniary and non-pecuniary factors; entire bill. HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,White House Office 50000   0 0 2023-07-17T17:01:02-04:00
3008073 KELLANOVA 5d141300-0f51-4988-9d95-d73a56af6134 Q2 KELLANOVA 21335 KELLANOVA 2023 second_quarter RET Implementation guidance related to the multiemployer funding relief provision enacted in P.L. No.117-2 (ARPA) and possible reform concepts for the multiemployer pension system HOUSE OF REPRESENTATIVES,SENATE   290000 0 0 2023-07-17T17:24:11-04:00
3008476 NATIONWIDE MUTUAL INSURANCE COMPANY 6814259b-4f4e-4bdb-9150-2223c2e9f2a1 Q2 NATIONWIDE MUTUAL INSURANCE COMPANY 26411 NATIONWIDE MUTUAL INSURANCE COMPANY 2023 second_quarter RET PL 117-328 Consolidated Appropriations Act, 2023 - SECURE 2.0 Issue Investment Advice Standards Issue Davis Bacon Issue Retirement Security HR 1177/S 427 Financial Freedom Act of 2023 - prohibit the Secretary of Labor from constraining the range or type of investments that may be offered in retirement accounts HR 9462/S 5271 Retirement Savings for Americans Act -- establish the American Worker Retirement Plan HR 2593 Senior Security Act -- establishes the Senior Investor Taskforce within the Securities and Exchange Commission HR 2799 Expanding Access to Capital Act -- reforms to the capital markets of the United States HR 3063 Retirement Fairness for Charities and Educational Institutions Act of 2023 -- amend the Federal securities laws to enhance 403(b) plans HR 3942 Lifetime Income for Employees (LIFE) Act -- amend the Employee Retirement Income Security Act of 1974 to permit default investment arrangements in annuities HR 4237 Ensuring Sound Guidance Act -- amend the Investment Advisers Act of 1940 and the Employee Retirement Income Security Act of 1974 to specify requirements concerning the consideration of pecuniary and non-pecuniary factors DRAFT SECURE 2.0 Technical Corrections - Changes and corrections to SECURE 2.0 HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE   510000 0 0 2023-07-17T19:56:03-04:00
3008821 AMAC ACTION faca144b-a0d8-40b4-a2d3-a127f90cf2af Q2 AMAC ACTION 401104675 AMAC ACTION 2023 second_quarter RET healthcare reform solutions and legislation, Social Security reform solutions and legislation Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,SENATE   130000 0 0 2023-07-18T08:02:53-04:00
3008997 NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION (NRECA) 4e9366c2-d7b0-46bb-9fe0-3e574679580a Q2 NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION (NRECA) 28515 NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION (NRECA) 2023 second_quarter RET Draft retirement savings proposals impacting defined-benefit and defined-contribution plans HOUSE OF REPRESENTATIVES,SENATE   880092 0 0 2023-07-18T09:35:58-04:00
3009581 AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES 2bb4cdb0-d043-4b88-b9af-beb36879c995 Q2 AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES 3481 AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES 2023 second_quarter RET H.R. 2617 - Consolidated Appropriations Act, 2023 (117th Congress) H.R. 9462 - Retirement Savings for Americans Act of 2022 (117th Congress) H.R. 3063 - Retirement Fairness for Charities and Educational Institutions Act of 2023 (118th Congress) H.R. 3784 - Improving Social Security's Service to Victims of Identity Theft Act (118th Congress) S. 5271 - Retirement Savings for Americans Act of 2022 (117th Congress) HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),Securities & Exchange Commission (SEC),SENATE   449021 0 0 2023-07-18T11:19:24-04:00
3009806 WILLIAMS AND JENSEN, PLLC b3ae5ca5-9f19-40d5-b62d-06331253ece5 Q2 WILLIAMS AND JENSEN, PLLC 41454 AMERICAN EQUITY INVESTMENT LIFE HOLDING COMPANY 2023 second_quarter RET Benefit distributions in the form of annuities. Fiduciary Rule. HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE 20000   0 0 2023-07-18T11:50:35-04:00
3009869 WILLIAMS AND JENSEN, PLLC 930fc8ff-f0c1-4c37-a42a-2ea557c07646 Q2 WILLIAMS AND JENSEN, PLLC 41454 INDEXED ANNUITY LEADERSHIP COUNCIL 2023 second_quarter RET Regulation of Fixed Indexed Annuity. Labor, Dept of (DOL),White House Office     0 0 2023-07-18T12:04:03-04:00
3009885 KEVIN KAYES b84aa406-87b9-4e9b-8091-8c760cd7b66c Q2 KEVIN KAYES 401104434 ARCBEST 2023 second_quarter RET Pension Legislation HOUSE OF REPRESENTATIVES,SENATE 40000   0 0 2023-07-18T12:07:45-04:00
3010554 PRUDENTIAL FINANCIAL, INC. c11a6c4a-c38c-46e2-b674-cf09c3c9899d Q2 PRUDENTIAL FINANCIAL, INC. 32338 PRUDENTIAL FINANCIAL INC 2023 second_quarter RET Electronic Disclosure - ERISA/Internal Revenue Code - issues/provisions relating to the use of electronic disclosure by employee benefit plans Receiving Electronic Statements to Improve Retiree Earnings (RETIRE) Act Qualified Default Investment Allocation for Annuities AssociationRetirement Plans Automatic Retirement Plan Act Securing a Strong Retirement Act of 2021 (SECURE 2.0) Retirement Security and Savings Act of 2021 HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Office of Management & Budget (OMB),SENATE,Treasury, Dept of   489000 0 0 2023-07-18T14:12:29-04:00
3010568 SCHOENING STRATEGIES 5d6864d4-9f80-4065-90c0-539dd59042f7 Q2 SCHOENING STRATEGIES 400954758 AMAC ACTION 2023 second_quarter RET Support H. Con. Res. 30 resolution to disapprove the "Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights" Department of Labor rule; support social security improvements and efforts to avert insolvency; support H.R. 2593 Senior Security Act; support H.R. 3784 Improving Social Security's Services to Victims of Identity Theft Act. HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2023-07-18T14:13:20-04:00
3010748 NATIONAL FEDERATION OF THE BLIND 3ebc9aeb-768d-454a-9899-1dbb7f3358c6 Q2 NATIONAL FEDERATION OF THE BLIND 401103561 NATIONAL FEDERATION OF THE BLIND 2023 second_quarter RET Remove the earnings cliff for Social Security Disability Insurance recipients and replace it with a two-for-one phaseout. HOUSE OF REPRESENTATIVES,SENATE,Social Security Administration (SSA)   30000 0 0 2023-07-18T14:35:01-04:00
3011269 WINNING STRATEGIES WASHINGTON e69cbc4f-a36c-4ba3-989a-d114906ac011 Q2 WINNING STRATEGIES WASHINGTON 50796 NATIONAL TROOPERS COALITION 2023 second_quarter RET Retirement Issues; legislation related to medical benefits for retired law enforcement HOUSE OF REPRESENTATIVES,SENATE 10000   0 0 2023-07-18T15:31:30-04:00
3011277 RICH FEUER ANDERSON 7cbd8d78-ab00-4ac8-979e-4565148c5598 Q2 RICH FEUER ANDERSON 84775 FMR LLC 2023 second_quarter RET Legislation and regulation affecting employee retirement benefits. HOUSE OF REPRESENTATIVES,SENATE 30000   0 0 2023-07-18T15:32:22-04:00
3011293 THE UNIVERSITY OF NORTH CAROLINA SYSTEM c3589a91-4351-4580-b78f-48955b9e39cf Q2 THE UNIVERSITY OF NORTH CAROLINA SYSTEM 51811 THE UNIVERSITY OF NORTH CAROLINA SYSTEM 2023 second_quarter RET HR 3063, The Retirement Fairness for Charities and Educational Institutes Act HOUSE OF REPRESENTATIVES,SENATE   115000 0 0 2023-07-18T15:34:37-04:00
3011323 NATIONAL ACTIVE AND RETIRED FEDERAL EMPLOYEES ASSOCIATION 3c08a0ae-86e9-4af8-a808-9e9a6d2ff7c1 Q2 NATIONAL ACTIVE AND RETIRED FEDERAL EMPLOYEES ASSOCIATION 27081 NATIONAL ACTIVE AND RETIRED FEDERAL EMPLOYEES ASSOCIATION 2023 second_quarter RET Support H.R. 82/S.597, the Social Security Fairness Act, which would repeal the windfall elimination provision (WEP) and the government pension offset (GPO). Support H.R. 716: The Fair COLA for Seniors Act, which would require Social Security and federal retirement programs to use the Consumer Price Index for the Elderly (CPI-E) to calculate cost-of-living adjustments(COLAs) to retirement benefits. Support reintroduction of the Public Servants' Protection and Fairness Act, to provide relief to individuals penalized by the windfall elimination provision. Support reintroduction of the Social Security 2100 Act, which would include repeal of WEP and GPO, extend the solvency of the Social Security Trust fund, improve COLAs, increase the average and minimum Social Security benefit, and more. Federal Retirement Thrift Investment Board,HOUSE OF REPRESENTATIVES,SENATE   60000 0 0 2023-07-18T15:37:50-04:00
3011492 HANCE SCARBOROUGH 54a35d7a-57d3-4853-888c-4b156d48c49c Q2 HANCE SCARBOROUGH 17443 ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS 2023 second_quarter RET Fiscal Year 2024 Appropriations, H.R.5834 - Issues related to the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO) HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2023-07-18T16:09:48-04:00
3011766 THE GOODYEAR TIRE & RUBBER COMPANY f450d28f-ec78-4a11-a158-ffabcf4659d7 Q2 THE GOODYEAR TIRE & RUBBER COMPANY 16555 GOODYEAR TIRE & RUBBER COMPANY 2023 second_quarter RET SECURE 2.0 Act (enacted within Consolidated Appropriations Act, 2023), two-year extension of new requirement related to catch-up retirement contributions. HOUSE OF REPRESENTATIVES,SENATE   390000 0 0 2023-07-18T17:11:23-04:00
3011888 BGR GOVERNMENT AFFAIRS 3be9497f-7289-45aa-889f-e787450d3c96 2T BGR GOVERNMENT AFFAIRS 5357 NORTH AMERICA'S BUILDING TRADES UNIONS 2023 second_quarter RET Provide strategic advice and counsel regarding multi-employer pension plans   10000   0 1 2023-07-18T17:41:20-04:00
3011919 RUTLEDGE POLICY GROUP, LLC 5bad807d-0efb-4d9f-9eb4-4042cacabfa7 Q2 RUTLEDGE POLICY GROUP, LLC 401105775 AMERICAN RETIREMENT ASSOCIATION 2023 second_quarter RET General Retirement Savings Legislation - All Provisions SECURE 2.0 Act of 2022 - Technical Corrections HOUSE OF REPRESENTATIVES,SENATE 45000   0 0 2023-07-18T17:50:44-04:00
3012397 PRIMACY STRATEGY GROUP 528d8930-e1fb-47de-9297-c86b3ab619e9 Q2 PRIMACY STRATEGY GROUP 401105877 HEALTH&PENSIONWORKS (FKA HEALTHWORKS) 2023 second_quarter RET Multiemployer Pension Reform FY2024 Authorizations, Appropriations, and Budget Policy HOUSE OF REPRESENTATIVES,SENATE 30000   0 0 2023-07-18T21:51:44-04:00
3012525 BROWNSTEIN HYATT FARBER SCHRECK, LLP 925bd3af-cc0c-4287-9874-5e4cdec4252f Q2 BROWNSTEIN HYATT FARBER SCHRECK, LLP 7257 UNIVERSAL SAVINGS FOR AMERICANS, FORMERLY REPORTED AS, SAVINGUSA 2023 second_quarter RET Issues related to the retirement savings program SENATE 110000   0 0 2023-07-18T22:32:12-04:00
3012968 DANEA KEHOE 04baeecd-55b9-4977-9156-2ba7c853d843 Q2 DANEA KEHOE 67570 NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS 2023 second_quarter RET ESG investments in retirement plans catch-up contributions HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE 10000   0 0 2023-07-19T07:04:26-04:00
3013453 GUIDEPOSTSTRATEGIES, LLC 97d61150-cc6c-4df7-a637-76cb00b3f9b2 Q2 GUIDEPOSTSTRATEGIES, LLC 401104428 EQUIFAX, INC. 2023 second_quarter RET social security/general administration issues and data exchanges HOUSE OF REPRESENTATIVES,SENATE,Social Security Administration (SSA) 45000   0 0 2023-07-19T09:30:55-04:00
3013461 VAN SCOYOC ASSOCIATES 8f2d34ab-2b02-4f80-b1a7-37a7d2455688 Q2 VAN SCOYOC ASSOCIATES 39837 PAYCHEX 2023 second_quarter RET Public Law 117-328, Consolidated Appropriations Act, FY2023, Retirement implementation related issues HOUSE OF REPRESENTATIVES,SENATE 40000   0 0 2023-07-19T09:33:18-04:00
3013526 THE VOGEL GROUP b57ef677-6f2d-40f6-89d9-82e537ca75d5 Q2 THE VOGEL GROUP 401104734 GENWORTH FINANCIAL INC. 2023 second_quarter RET Issues related to long-term care insurance and retirement security and savings HOUSE OF REPRESENTATIVES,SENATE 36000   0 0 2023-07-19T09:46:15-04:00
3013532 AZOA SERVICES CORP(ALLIANZ OF AMERICA) FORMERLY AZOA SERIVCES CORP/FIREMAN'S FUND(ALLIANZ OF AMERICA e9dd4b5c-9671-4a56-8c8e-ae4e2d441df0 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 2023 second_quarter RET Monitor SEC's Regulation Best Interest. Regarding the Department of Labor's 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.) Implementation of H.R. 2954, the SECURE 2.0 Act Fiduciary rulemaking. HOUSE OF REPRESENTATIVES,SENATE   480000 0 0 2023-07-19T09:47:18-04:00
3013589 INTERNATIONAL FEDERATION OF PROFESSIONAL AND TECHNICAL ENGINEERS (IFPTE) 162faa38-09ce-4359-9685-24825e104274 Q2 INTERNATIONAL FEDERATION OF PROFESSIONAL AND TECHNICAL ENGINEERS (IFPTE) 19968 INTERNATIONAL FEDERATION OF PROFESSIONAL AND TECHNICAL ENGINEERS (IFPTE) 2023 second_quarter RET Social Security 2100 Act SSA appropriations HOUSE OF REPRESENTATIVES,SENATE   80000 0 0 2023-07-19T10:03:28-04:00
3013602 RICH FEUER ANDERSON b7dc5471-38d0-42bd-a0a6-9deefa066564 Q2 RICH FEUER ANDERSON 84775 THE GLOBAL ATLANTIC FINANCIAL GROUP LLC 2023 second_quarter RET Legislation and regulations expanding access to retirement solutions. HOUSE OF REPRESENTATIVES,SENATE 50000   0 0 2023-07-19T10:04:45-04:00
3013946 PUBLIC STRATEGIES WASHINGTON, INC. ebae741e-2e4e-4b0a-9b69-8d5ac79cc9b5 Q2 PUBLIC STRATEGIES WASHINGTON, INC. 32486 INVESTMENT COMPANY INSTITUTE 2023 second_quarter RET Issues relating to retirement security HOUSE OF REPRESENTATIVES,SENATE 30000   0 0 2023-07-19T10:42:23-04:00
3014199 PUBLIC STRATEGIES WASHINGTON, INC. 00a5ac93-f3c3-482d-93c9-301dc7200229 Q2 PUBLIC STRATEGIES WASHINGTON, INC. 32486 PRINCIPAL FINANCIAL GROUP 2023 second_quarter RET Issues relating to retirement security HOUSE OF REPRESENTATIVES,SENATE 30000   0 0 2023-07-19T11:06:14-04:00
3014228 PUBLIC STRATEGIES WASHINGTON, INC. 1f9b5b8a-7124-484c-86d4-bb70b2b8d9e7 Q2 PUBLIC STRATEGIES WASHINGTON, INC. 32486 PRUDENTIAL FINANCIAL INC 2023 second_quarter RET Issues relating to retirement security Legislation to enhance retirement plan options Monitor legislation related to data privacy and security HOUSE OF REPRESENTATIVES,SENATE 50000   0 0 2023-07-19T11:07:50-04:00
3014327 WINNING STRATEGIES WASHINGTON ac1b1d18-0a20-4852-9994-2ae99f32edc8 Q2 WINNING STRATEGIES WASHINGTON 50796 PRUDENTIAL 2023 second_quarter RET Retirement & pensions HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2023-07-19T11:12:52-04:00
3014956 GLADNEY LAW GROUP fa74a96e-0599-4801-a363-7bf7f32bb1d6 2T GLADNEY LAW GROUP 401105457 ULLICO, INC. 2023 second_quarter RET Pension reform SENATE     0 1 2023-07-19T12:06:21-04:00
3014998 GLADNEY LAW GROUP c15e9499-a714-46bc-a73b-dd4cc52d7c54 2T GLADNEY LAW GROUP 401105457 INTERN ASSOC OF BRIDGE, STRUCTURAL, ORNAMENTAL AND REINFORCING IRONWORKERS 2023 second_quarter RET Amendment to 26U.S.C. 414(k) HOUSE OF REPRESENTATIVES,Pension Benefit Guaranty Corporation (PBGC),SENATE     0 1 2023-07-19T12:12:05-04:00

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CREATE TABLE lobbying_activities (
            id INTEGER PRIMARY KEY,
            filing_uuid TEXT NOT NULL,
            filing_type TEXT NOT NULL,
            registrant_name TEXT NOT NULL,
            registrant_id INTEGER,
            client_name TEXT NOT NULL,
            filing_year INTEGER NOT NULL,
            filing_period TEXT NOT NULL,
            issue_code TEXT,
            specific_issues TEXT,
            government_entities TEXT,
            income_amount INTEGER,
            expense_amount INTEGER,
            is_no_activity INTEGER DEFAULT 0,
            is_termination INTEGER DEFAULT 0,
            received_date TEXT,
            CONSTRAINT fk_activity_filing FOREIGN KEY (filing_uuid)
                REFERENCES lobbying_filings_raw(filing_uuid)
        );
CREATE INDEX idx_act_client_name ON lobbying_activities(client_name COLLATE NOCASE);
CREATE INDEX idx_act_issue_code ON lobbying_activities(issue_code);
CREATE INDEX idx_act_filing_year ON lobbying_activities(filing_year);
CREATE INDEX idx_act_filing_uuid ON lobbying_activities(filing_uuid);
Powered by Datasette · Queries took 1945.547ms · Data license: Public Domain (U.S. Government data) · Data source: Federal Register API & Regulations.gov API