lobbying_activities
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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| 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);