lobbying_activities
Data license: Public Domain (U.S. Government data) · Data source: Federal Register API & Regulations.gov API
245 rows where filing_period = "second_quarter", filing_year = 2024 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 3183565 | UNCORKED ADVOCATES a4624769-f1a6-4a27-a545-c294493c7c72 | 2T | UNCORKED ADVOCATES | 401105258 | AMERICAN RETIREMENT ASSOCIATION | 2024 | second_quarter | RET | Support for Senate legislation that would allow 403(b) plans subject to the Employee Retirement Income Security Act of 1974 (ERISA) the option to utilize Collective Investment Trusts (CITs) in their investment fund lineup. This would be a companion to H.R. 3063. Support for legislation that gives charitable organizations the same incentives to adopt a retirement plan and automatic enrollment features that exist for for-profit organizations. | HOUSE OF REPRESENTATIVES,SENATE | 5000 | 0 | 1 | 2024-05-17T15:38:25-04:00 | |
| 3184723 | PENN AVENUE PARTNERS 48950b57-3624-4425-bd8f-db17964ca01a | Q2 | PENN AVENUE PARTNERS | 400918672 | BRIGHTHOUSE FINANCIAL, INC. | 2024 | second_quarter | RET | Retirement issues impacting Brighthouse Financial. | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2024-07-01T05:27:04-04:00 | |
| 3184911 | AMAC ACTION e4645f34-244b-4a15-a39f-b5f5920dbf1b | Q2 | AMAC ACTION | 401104675 | AMAC ACTION | 2024 | 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 | 2024-07-01T11:22:53-04:00 | |
| 3185155 | DANEA KEHOE 66419ee8-a3cf-4dad-83e3-743346a88719 | Q2 | DANEA KEHOE | 67570 | NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS | 2024 | second_quarter | RET | fiduciary rule catch-up contributions | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE | 10000 | 0 | 0 | 2024-07-01T16:11:06-04:00 | |
| 3185163 | DOUCET CONSULTING SOLUTIONS, LLC cff5efd6-5994-466d-86e9-4ce908bfe7b2 | Q2 | DOUCET CONSULTING SOLUTIONS, LLC | 401104418 | LOUISIANA SHERIFFS' ASSOCIATION | 2024 | second_quarter | RET | Support for repeal of the Windfall Elimination Provision and the Government Pension Offset in the Social Security Program. | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2024-07-01T16:25:30-04:00 | |
| 3185208 | NATIONAL ASSOCIATION OF POSTAL SUPERVISORS ad7631a2-b567-4553-983f-a658dd6f648a | Q2 | NATIONAL ASSOCIATION OF POSTAL SUPERVISORS | 401075023 | NATIONAL ASSOCIATION OF POSTAL SUPERVISORS | 2024 | 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 H.R. 5995, Federal Retirement Fairness Act, legislation to modify the federal civilian service that is creditable service under the Federal Employees Retirement System. | HOUSE OF REPRESENTATIVES,SENATE | 26250 | 0 | 0 | 2024-07-01T17:29:31-04:00 | |
| 3185554 | CASSIDY & ASSOCIATES, INC. 77f76926-5e66-4109-9ba3-a75b31a8b030 | Q2 | CASSIDY & ASSOCIATES, INC. | 8453 | SOCIETY OF ACTUARIES | 2024 | second_quarter | RET | General legislative issues related to actuarial profession | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2024-07-02T15:54:05-04:00 | |
| 3185751 | GUSTO f496994b-471e-4488-85a3-d0bd088cec43 | Q2 | GUSTO | 401106368 | GUSTO | 2024 | second_quarter | RET | National Auto-IRA | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2024-07-03T11:38:53-04:00 | |
| 3185862 | A10 ASSOCIATES, LLC 699a4941-4dcc-46f2-8546-3b16394bffb7 | Q2 | A10 ASSOCIATES, LLC | 401105040 | ASCENSUS | 2024 | second_quarter | RET | Provide strategic guidance and counsel on retirement legislation and regulations that may impact the Company, including SECURE 2.0 implementation. | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of | 30000 | 0 | 0 | 2024-07-03T15:03:25-04:00 | |
| 3186017 | TREA SENIOR CITIZENS LEAGUE 8645b9ba-da76-4543-90ec-4bf1a29b4b1e | Q2 | TREA SENIOR CITIZENS LEAGUE | 38426 | TREA SENIOR CITIZENS LEAGUE | 2024 | 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 (H.R. 4583, S. 2280), Social Security Enhancement Act (H.R.671), Social Security Expansion Act (H.R. 1046, S. 393), You Earned It, You Keep It Act, H.R. 7084. | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2024-07-05T10:20:53-04:00 | ||
| 3186376 | HOLLAND & KNIGHT LLP 11815a89-28eb-4a9d-b34e-f7dafd4b32f9 | Q2 | HOLLAND & KNIGHT LLP | 18466 | CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. | 2024 | 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 | 2024-07-06T15:57:11-04:00 | |
| 3186613 | CMFG LIFE INSURANCE COMPANY 058096da-5c19-4c23-ad76-de7eb2b95bcb | Q2 | CMFG LIFE INSURANCE COMPANY | 80510 | CMFG LIFE INSURANCE COMPANY | 2024 | second_quarter | RET | Support technical corrections to be made to SECURE 2.0 law. Support H.R. 3063, the Retirement Fairness for Charities and Educational Institutions Act. Allows 403(b) retirement plans to invest in unregistered insurance contracts and CITs. Included in H.R. 2799, Expanding Access to Capital Act. | HOUSE OF REPRESENTATIVES,SENATE | 120000 | 0 | 0 | 2024-07-08T11:23:58-04:00 | |
| 3186918 | FORSCEY, PLLC 033e3b31-6ea5-4a15-a483-952073be3db9 | Q2 | FORSCEY, PLLC | 52880 | WRITERS GUILD OF AMERICA, WEST | 2024 | 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 | 2024-07-08T17:13:48-04:00 | |
| 3187095 | THE VOGEL GROUP e5b22304-17ef-4def-8bad-8066049f19fe | Q2 | THE VOGEL GROUP | 401104734 | GENWORTH FINANCIAL INC. | 2024 | second_quarter | RET | Issues related to long-term care insurance and retirement security and savings | HOUSE OF REPRESENTATIVES,SENATE | 36000 | 0 | 0 | 2024-07-09T11:31:47-04:00 | |
| 3187476 | THE ESOP ASSOCIATION 486cda4d-f7f9-4d7e-bced-707925279ccd | Q2 | THE ESOP ASSOCIATION | 13858 | ESOP ASSOCIATION | 2024 | 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 | 180000 | 0 | 0 | 2024-07-09T16:11:26-04:00 | |
| 3188109 | NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC. f10f5416-4636-4fbd-a432-587fa3132426 | Q2 | NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC. | 26980 | NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC. | 2024 | second_quarter | RET | Public Safety Retirees Healthcare Protection Act; Public Servants Protection & Fairness Act; Social Security Fairness Act; Equal Treatment of Public Servants Act | HOUSE OF REPRESENTATIVES,SENATE | 60000 | 0 | 0 | 2024-07-10T15:03:21-04:00 | |
| 3188496 | NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS 9fff3c03-4b6f-4841-99ec-142660bf7ec5 | Q2 | NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS | 26901 | NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS | 2024 | 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 | 459605 | 0 | 0 | 2024-07-11T10:27:41-04:00 | |
| 3188559 | COVINGTON & BURLING LLP 0c2c853e-35b8-4884-9200-ad2714c406cb | Q2 | COVINGTON & BURLING LLP | 11195 | JOHN HANCOCK LIFE INSURANCE COMPANY (USA) (FKA JOHN HANCOCK FIN. SERVICES, INC.) | 2024 | second_quarter | RET | Retirement; long term care insurance; support H.R. 5707, Secure Family Futures Act. | HOUSE OF REPRESENTATIVES | 40000 | 0 | 0 | 2024-07-11T10:55:43-04:00 | |
| 3188740 | RICH FEUER ANDERSON 8f076463-62e3-4ae1-8c14-ddad08a0f2ce | Q2 | RICH FEUER ANDERSON | 84775 | MISSIONSQUARE RETIREMENT | 2024 | second_quarter | RET | Proposals related to retirement and retiree health savings and collective investment trusts. | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2024-07-11T12:22:50-04:00 | ||
| 3188762 | INTERNATIONAL UNION OF POLICE ASSOCIATIONS, AFL-CIO 7b02a72f-9c21-4028-88fc-05ff95866198 | Q2 | INTERNATIONAL UNION OF POLICE ASSOCIATIONS, AFL-CIO | 50400 | INTERNATIONAL UNION OF POLICE ASSOCIATIONS AFL-CIO | 2024 | second_quarter | RET | S2236, HR 82, S 3113 | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2024-07-11T12:58:40-04:00 | |
| 3188769 | AZOA SERVICES CORP(ALLIANZ OF AMERICA) FORMERLY AZOA SERIVCES CORP/FIREMAN'S FUND(ALLIANZ OF AMERICA bfbe6365-295b-4e60-bac8-451cbf6a42be | 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 | 2024 | second_quarter | RET | Department of Labor Retirement Security Rule. 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 | HOUSE OF REPRESENTATIVES,SENATE | 510000 | 0 | 0 | 2024-07-11T13:02:16-04:00 | |
| 3188788 | RICH FEUER ANDERSON 5eac22d0-3f85-4757-b323-49052a6a895b | Q2 | RICH FEUER ANDERSON | 84775 | BLACKROCK FUNDS SERVICES GROUP LLC (FORMERLY BLACKROCK CAPITAL MANAGEMENT INC.) | 2024 | second_quarter | RET | Issues related to retirement security and savings, including retirement income products and retirement income disclosures. | HOUSE OF REPRESENTATIVES,SENATE | 60000 | 0 | 0 | 2024-07-11T13:22:12-04:00 | |
| 3188950 | RICH FEUER ANDERSON d34ef130-83ed-4bd0-b4d1-37679b1640a0 | Q2 | RICH FEUER ANDERSON | 84775 | FMR LLC | 2024 | second_quarter | RET | Legislation and regulation affecting employee retirement benefits. | HOUSE OF REPRESENTATIVES,SENATE | 50000 | 0 | 0 | 2024-07-11T14:54:49-04:00 | |
| 3189133 | SUMMIT STRATEGIES GOVERNMENT AFFAIRS LLC faf49fad-ef49-4e57-b08c-15e2640c5c2f | Q2 | SUMMIT STRATEGIES GOVERNMENT AFFAIRS LLC | 401103550 | THE ASSOCIATION OF UNION CONSTRUCTORS | 2024 | second_quarter | RET | Issues related to multiemployer pensions. | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2024-07-11T17:05:09-04:00 | |
| 3189428 | THE DOW CHEMICAL COMPANY, DBA DOW cee73ea7-97d0-4e56-9675-54a842becba1 | Q2 | THE DOW CHEMICAL COMPANY, DBA DOW | 12527 | DOW CHEMICAL COMPANY DBA DOW | 2024 | second_quarter | RET | Monitor and engage on federal legislation and administrative action related to pension interest rate stabilization, and longer amortization period for pension losses. Monitor and engage on federal legislation and administrative action related to employer pension system, including electronic disclosure, fair PBGC premiums, and fair tax treatment. Monitor and engage on federal administrative action related to implementation of the SECURE 2.0 Act changes to employer-sponsored retirement plans. | HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of | 1150000 | 0 | 0 | 2024-07-12T12:03:12-04:00 | |
| 3189691 | RESOLUTION PUBLIC AFFAIRS, LLC a91d3999-2ae2-46a7-a24e-40416783f8d8 | Q2 | RESOLUTION PUBLIC AFFAIRS, LLC | 401105068 | EDWARD D. JONES & CO., L.P. | 2024 | second_quarter | RET | Issues related to retirement security and savings matters Issues related to small business retirement and retirement savings; Issues related to portential DOL Fiduciary rule making | HOUSE OF REPRESENTATIVES,SENATE | 50000 | 0 | 0 | 2024-07-12T14:45:41-04:00 | |
| 3189695 | I STREET ADVOCATES d35a66fe-d123-4a0c-a5f3-c33cbac0d488 | Q2 | I STREET ADVOCATES | 51753 | AMERICAN POSTAL WORKERS UNION | 2024 | second_quarter | RET | Support of the Social Security Fairness Act H.R. 82/S. 597; Support for the Federal RetirementFairness Act H.R. 5995 | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2024-07-12T14:50:56-04:00 | |
| 3189939 | AMERICAN BENEFITS COUNCIL 88eb6d64-e84a-457d-96d1-963c21978eb2 | Q2 | AMERICAN BENEFITS COUNCIL | 4675 | AMERICAN BENEFITS COUNCIL | 2024 | second_quarter | RET | Technical corrections to SECURE 2.0 Automatic re-enrollment for defined contribution plan participants and reducing the participation age to 18 Collective Investment Trusts (CITs) and insurance company separate accounts for IRC Section 403(b) plans Pleading standards and retirement plan litigation ERISA preemption, state run automatic-IRA programs Defined benefit and defined contribution plan issues Tax incentives treatment of retirement plans Retiree health benefits Retirement savings and independent contractors and gig workers Pension plan de-risking American Privacy Rights Act Fiduciary rule affecting retirement plans Retirement plan audits Information Collection Request (ICR) regarding missing plan participants Roth catch-up and Roth optional provisions guidance SECURE 2.0 guidance Basel III endgame, treatment of reserves of financial institutions and its impact on pension and retirement plans Pension Benefit Guaranty Corporation (PBGC) premiums and treatment of overfunded defined benefit plans and other accounts Notices and disclosures for retirement plans Emergency savings programs H.R. 7293, the Automatic IRA Act; H.R. 6007, S. 4398, the RISE Act Cybersecurity Predictive Data Analytics | HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Office of the Comptroller of the Currency (OCC),Pension Benefit Guaranty Corporation (PBGC),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of | 413212 | 0 | 0 | 2024-07-12T16:54:49-04:00 | |
| 3190156 | FORBES-TATE 5a41bd9a-b348-43ee-83bc-58285afca1aa | Q2 | FORBES-TATE | 400976792 | INSURED RETIREMENT INSTITUTE | 2024 | second_quarter | RET | Issues related to retirement savings; Issues related to H.R. 3063 - The Retirement Fairness for Charities and Educational Institutions Act of 2023; Issues related to DOL Fiduciary rule. | HOUSE OF REPRESENTATIVES,SENATE | 50000 | 0 | 0 | 2024-07-13T10:33:48-04:00 | |
| 3191009 | FORBES-TATE 2e53d03e-9161-4db5-ba4f-d40d6775cefa | Q2 | FORBES-TATE | 400976792 | EDWARD D. JONES & CO., L.P. | 2024 | 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 | 2024-07-14T16:30:13-04:00 | |
| 3191830 | TIBER CREEK GROUP f2c4a262-16b3-43da-8013-c3a773e44f67 | Q2 | TIBER CREEK GROUP | 20744 | PRIMERICA, INC. | 2024 | second_quarter | RET | Issues related to worker classification; Issues related to DOL Fiduciary Rule. | HOUSE OF REPRESENTATIVES,SENATE | 60000 | 0 | 0 | 2024-07-15T12:42:57-04:00 | |
| 3192175 | INTERNATIONAL ALLIANCE OF THEATRICAL STAGE EMPLOYEES 537bfd06-ccb6-4462-b609-96cf3c83c1ec | Q2 | INTERNATIONAL ALLIANCE OF THEATRICAL STAGE EMPLOYEES | 401105446 | INTERNATIONAL ALLIANCE OF THEATRICAL STAGE EMPLOYEES | 2024 | second_quarter | RET | Oppose the Giving Retirement Options to Workers Act | 70000 | 0 | 0 | 2024-07-15T14:26:01-04:00 | ||
| 3192331 | POYNER SPRUILL LLP 72aa1223-6351-4bb9-9d6e-2c4da202d18e | Q2 | POYNER SPRUILL LLP | 400563685 | AMERICAN RETIREMENT ASSOCIATION | 2024 | second_quarter | RET | Implementation of retirement plan legislation, legislative proposals, retirement plan correction programs, reporting and disclosure, enforcement activities, and rulings and agreements. | Internal Revenue Service (IRS),Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC) | 30000 | 0 | 0 | 2024-07-15T15:15:36-04:00 | |
| 3192521 | SQUIRE PATTON BOGGS 2b89ae12-bf5c-443d-8f31-59247f8ee1d9 | Q2 | SQUIRE PATTON BOGGS | 30906 | AON SERVICE CORPORATION (FKA AON HEWITT) | 2024 | second_quarter | RET | Advice regarding retirement-related legislation and regulatory reform. | HOUSE OF REPRESENTATIVES,SENATE | 50000 | 0 | 0 | 2024-07-15T16:19:56-04:00 | |
| 3192667 | THE ERISA INDUSTRY COMMITTEE 8b1f6e78-6bd7-4664-9c0d-23c2f073ec3f | Q2 | THE ERISA INDUSTRY COMMITTEE | 13803 | ERISA INDUSTRY COMMITTEE | 2024 | second_quarter | RET | Paid leave issues Emergency savings Single-employer defined benefit issues Retirement plan disclosures Retirement plan investment requirements, options, duties, and related issues 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 Proposals to change capital holding requirements for banks Retirement plan coverage | Federal Deposit Insurance Corporation (FDIC),Federal Reserve System,HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Office of the Comptroller of the Currency (OCC),Pension Benefit Guaranty Corporation (PBGC),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of | 117000 | 0 | 0 | 2024-07-15T16:57:16-04:00 | |
| 3192921 | PORT SIDE STRATEGIES, LLC b433385b-bb7d-4f1e-b92c-0dcda1e60a86 | Q2 | PORT SIDE STRATEGIES, LLC | 401105394 | SOCIAL SECURITY WORKS | 2024 | second_quarter | RET | H.R.4583 - Social Security 2100 Act - in support. S.2741 - SWIFT Act - in support. H.R. 8588 - in support. | HOUSE OF REPRESENTATIVES,SENATE,White House Office | 20000 | 0 | 0 | 2024-07-15T20:50:01-04:00 | |
| 3193853 | UNIFIED SOLUTIONS, LLC 377b978a-9ace-4ac0-8663-3fa34638cee6 | Q2 | UNIFIED SOLUTIONS, LLC | 401103156 | GENERAL FEDERATION OF WOMEN'S CLUBS | 2024 | second_quarter | RET | Paid Family and Medical Leave Act | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2024-07-16T11:48:02-04:00 | |
| 3193917 | AARP 59253fd4-ef11-4ec2-911f-55836450818c | Q2 | AARP | 1694 | AARP | 2024 | second_quarter | RET | No bill number. Discussed customer service at the Social Security Administration and funding. H.R. 8806, to direct the Comptroller General of the United States to carry out a study relating to the resiliency of Social Security and Medicare. H.R. 5779, the Fiscal Commission Act of 2023. No bill number. Discussed Social Security and the financial security of families. No bill number. Discussed Social Security overpayments. S. 597/H.R. 82, the Social Security Fairness Act of 2023. No bill number. Discussed garnishment of Social Security benefits for defaulted student loan debt. No bill number. Discussed Department of Labor Retirement Security Rule. S.J.Res.79 - A joint resolution providing for congressional disapproval of the rule submitted by the Department of Labor relating to "Retirement Security Rule: Definition of an Investment Advice Fiduciary" H.J.Res.140 - Providing for congressional disapproval of the rule submitted by the Department of Labor relating to "Amendment to Prohibited Transaction Exemption 2020-02" H.J.Res.141 - Providing for congressional disapproval of the rule submitted by the Department of Labor relating to "Amendment to Prohibited Transaction Exemption 84-24" H.J.Res.142 - Providing for congressional disapproval of the rule submitted by the Department of Labor relating to "Retirement Security Rule: Definition of an Investment Advice Fiduciary" H.J.Res.143 - Providing for congressional disapproval of the rule submitted by the Department of Labor relating to "Amendment to Prohibited Transaction Exemptions 75-1, 77-4, 80-83, 83-1, and 86-128" H.R.6007, the Retirement Investment in Small Employers Act. H.R. 6065/S.3102, the Retirement Savings for Americans Act of 2023. H.R. 7293, the Automatic IRA Act of 2024. H.R. 4924/S.2517, the Auto Reenroll Act of 2023. S. 3109/H.R. 8018, the Alleviating Barriers for Caregivers Act. No bill number. Discussed family caregiving and retirement. No bill number. Discussed Electronic Payroll Data to Improve Program Administration. H.R. 3206, the Senior Citizens T… | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Social Security Administration (SSA),White House Office | 5170000 | 0 | 0 | 2024-07-16T12:11:35-04:00 | |
| 3194335 | DYKEMA GOSSETT PLLC 9d214198-8a88-46df-a4f3-89506812aa30 | Q2 | DYKEMA GOSSETT PLLC | 12915 | JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) | 2024 | second_quarter | RET | Lobbied in support of retirement security and pension provisions. Lobbied on proposed Fiduciary Rule. | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2024-07-16T14:30:03-04:00 | |
| 3194575 | DUTKO WORLDWIDE, LLC b02508f3-d832-482d-98a4-8d898c95512a | Q2 | DUTKO WORLDWIDE, LLC | 12868 | ACCENTURE FEDERAL SERVICES LLC | 2024 | 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 | 2024-07-16T15:35:31-04:00 | |
| 3195009 | RUTLEDGE POLICY GROUP, LLC fd06900b-153f-455d-a882-4e0ec51b296a | Q2 | RUTLEDGE POLICY GROUP, LLC | 401105775 | AMERICAN RETIREMENT ASSOCIATION | 2024 | second_quarter | RET | General Retirement Savings Legislation - All Provisions SECURE 2.0 Act of 2022 - Technical Corrections General 401(k) legislation- All provisions | HOUSE OF REPRESENTATIVES,SENATE | 45000 | 0 | 0 | 2024-07-16T19:55:23-04:00 | |
| 3195264 | NATIONAL FEDERATION OF THE BLIND 5567de6a-1211-4684-8f24-06927aa66c5b | Q2 | NATIONAL FEDERATION OF THE BLIND | 401103561 | NATIONAL FEDERATION OF THE BLIND | 2024 | second_quarter | RET | Remove the earnings cliff for Social Security Disability Insurance recipients and replace it with a two-for-one phaseout. Blind Americans Return to Work Act. H.R. 8878. The We Cant Wait Act (S. 3400) provides an option to eliminate the five-month waiting period associated with Social Security Disability Insurance. | HOUSE OF REPRESENTATIVES,SENATE,Social Security Administration (SSA) | 20000 | 0 | 0 | 2024-07-17T09:00:23-04:00 | |
| 3195442 | ALLON ADVOCACY, LLC e228600f-0118-4ac5-b534-283ed22c314b | Q2 | ALLON ADVOCACY, LLC | 401104657 | YODLEE INC. | 2024 | second_quarter | RET | SEC Reg BI, 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 | 60000 | 0 | 0 | 2024-07-17T10:35:44-04:00 | |
| 3195504 | ALLON ADVOCACY, LLC 4e273a2b-4c30-4e48-8d1a-5881a1935ab2 | Q2 | ALLON ADVOCACY, LLC | 401104657 | FORGE GLOBAL, INC. | 2024 | second_quarter | RET | Issues related to the treatment of certain retirement accounts. | HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE | 50000 | 0 | 0 | 2024-07-17T10:54:44-04:00 | |
| 3195703 | LPL FINANCIAL de6102d8-c823-43cb-b9b1-ed61d0347f74 | Q2 | LPL FINANCIAL | 401103478 | LPL FINANCIAL | 2024 | second_quarter | RET | General interest in retirement issues. | HOUSE OF REPRESENTATIVES,SENATE | 270000 | 0 | 0 | 2024-07-17T11:52:37-04:00 | |
| 3195766 | NATIONAL RURAL LETTER CARRIERS' ASSOCIATION 3a8218eb-787f-4f33-bc96-8d29fe1e5ccf | Q2 | NATIONAL RURAL LETTER CARRIERS' ASSOCIATION | 28526 | NATIONAL RURAL LETTER CARRIERS' ASSOCIATION | 2024 | 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. H.R. 866-"Equal COLA Act"-legislation that would revise the formula used to calculate the cost of living adjustment for annuities under FERS. The NRLCA has not taken a position on this bill. H.R. 5995-"Federal Retirement Fairness Act"-legislation that would allow federal and postal employees who spent time in the non-career or temporary status before becoming a regular to buy back their time from their non-career status. The NRLCA endorsed this legislation. | HOUSE OF REPRESENTATIVES,SENATE | 125000 | 0 | 0 | 2024-07-17T12:06:09-04:00 | |
| 3195968 | INTERNATIONAL FEDERATION OF PROFESSIONAL AND TECHNICAL ENGINEERS (IFPTE) 5f59d8f6-d516-4674-979c-0fc67b815d9c | Q2 | INTERNATIONAL FEDERATION OF PROFESSIONAL AND TECHNICAL ENGINEERS (IFPTE) | 19968 | INTERNATIONAL FEDERATION OF PROFESSIONAL AND TECHNICAL ENGINEERS (IFPTE) | 2024 | second_quarter | RET | Social Security 2100 Act SSA appropriations Federal Employee pensions | HOUSE OF REPRESENTATIVES,SENATE | 85000 | 0 | 0 | 2024-07-17T13:01:09-04:00 | |
| 3196024 | TIAA a898734c-b216-4531-9ef2-a42509314784 | Q2 | TIAA | 55757 | TIAA | 2024 | second_quarter | RET | Access to Lifetime Income Investment/Distribution Options on Retirement Plan Menus Defined Contribution Retirement Plan Design and Modernization Lifetime Income in Qualified Default Investment Alternatives (QDIA) Access to Workplace Retirement Plans Tax-deferred treatment of retirement plans Post SECURE 2.0 Implementation SEC Proposed Rule, Open-End Fund Liquidity Risk Management Programs and Swing Pricing; Form N-PORT Reporting Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 6772) Lifetime Income for Employees Act (H.R. 3942) Auto Reenroll Act of 2023 (H.R. 4924, S. 2517) Automatic IRA Act of 2024 (H.R. 7293) 401Kids Savings Act (S. 3716, H.R. 7162) DOL Proposed Rule, Retirement Security Rule: Definition of an Investment Advice Fiduciary DOL Proposed Rule, Proposed Amendment to Prohibited Transaction Exemption 2020-02" | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of | 320000 | 0 | 0 | 2024-07-17T13:20:50-04:00 | |
| 3196201 | MORGAN, LEWIS & BOCKIUS, LLP 21e46123-975f-4a7e-a65f-f52644f2671e | Q2 | MORGAN, LEWIS & BOCKIUS, LLP | 25818 | ROAD CARRIERS LOCAL 707 WELFARE AND PENSION FUNDS | 2024 | second_quarter | RET | Issues related to legislation affecting multiemployer pension plans | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2024-07-17T13:48:40-04:00 | ||
| 3196203 | MORGAN, LEWIS & BOCKIUS, LLP b17b7230-714c-458c-828f-556ff27ee989 | Q2 | MORGAN, LEWIS & BOCKIUS, LLP | 25818 | NEW YORK STATE TEAMSTERS CONFERENCE PENSION AND RETIREMENT FUND | 2024 | second_quarter | RET | Issues relating to legislation affecting multiemployer pension plans. | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2024-07-17T13:49:16-04:00 | ||
| 3196647 | THE UNIVERSITY OF NORTH CAROLINA SYSTEM aa0c82c3-9212-4097-8752-9bc4c372e8fd | Q2 | THE UNIVERSITY OF NORTH CAROLINA SYSTEM | 51811 | THE UNIVERSITY OF NORTH CAROLINA SYSTEM | 2024 | second_quarter | RET | HR 3063, The Retirement Fairness for Charities and Educational Institutes Act HR 2799, Expanding Access to Capital Act | HOUSE OF REPRESENTATIVES,SENATE | 115000 | 0 | 0 | 2024-07-17T15:19:27-04:00 | |
| 3196746 | CAPITOL CITY GROUP, LTD. 25f2e76e-3b47-45ff-b03f-ba79d76dd4cd | Q2 | CAPITOL CITY GROUP, LTD. | 52903 | ASCENSUS, INC. | 2024 | second_quarter | RET | H.Res.117 Affirming that Social Security is one of the primary pillars of retirement support for millions of older Americans, and for other purposes; H.R.2637 To amend the Internal Revenue Code of 1986 to waive the early withdrawal penalty on certain distributions from qualified retirement plans;S.1135 A bill to amend title XXVII of the Public Health Service Act, the Employee Retirement Income Security Act of 1974, the Internal Revenue Code of 1986, and the Patient Protection and Affordable Care Act to require coverage of hearing devices and systems in certain private health insurance plans, and for other purposes; H.R.585 Expanding Penalty Free Withdrawal Act; H.R.1119-S523 Freedom to Invest in a Sustainable Future Act; S.Res.42 An original resolution authorizing expenditures by the Committee on Health, Education, Labor, and Pensions; H.R.1933 To provide for a limitation on availability of funds for Department of Labor, Pension Benefit Guaranty Corporation, Salaries and Expenses for fiscal year 2024; S.1158 Health Savings Act of 2023; H.R.677 Health Freedom and Flexibility Act; S.731 TELEHEALTH HSA Act of 2023; H.R.1795 Homecare for Seniors Act; H.R.312 Emergency Savings Accounts Act of 2023; H.R.1769 Healthcare Freedom Act of 2023; H.R.4401 Restoring Earned Veterans Benefits Act; HR5241 To amend the Internal Revenue Code of 1986 to provide that governmental pension plans may include certain firefighters, emergency medical technicians, and paramedics, and for other purposes; HR4648 o amend the Securities Exchange Act of 1934 to provide for duties of certain investment advisors, asset managers, and pension funds with respect to voting on shareholder proposals, and for other purposes; HR6007 Retirement Investment in Small Employers Act; S3305 Helping Young Americans Save for Retirement Act; HR5340 Providing Complete Information to Retirement Investors Act; H5995 Federal Retirement Fairness Act; S1563 Maximize Americans' Retirement Security Act. HR 6993 Retirement Freedom Act;S.2512 A bill to amend the Internal Rev… | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2024-07-17T15:42:31-04:00 | |
| 3196879 | MR. MARK REY 55c89dcc-108e-4eab-98cf-5531d6a85786 | Q2 | MR. MARK REY | 400454181 | NATIONAL OLDER WORKERS CAREER CENTER | 2024 | 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 | 2024-07-17T16:17:26-04:00 | |
| 3196928 | RICH FEUER ANDERSON 2533c2ea-b937-4774-8d4b-1d214107a3a8 | Q2 | RICH FEUER ANDERSON | 84775 | GUARDIAN LIFE INSURANCE COMPANY | 2024 | second_quarter | RET | Regulatory activity related to fiduciary standards of care. | HOUSE OF REPRESENTATIVES,SENATE | 60000 | 0 | 0 | 2024-07-17T16:35:34-04:00 | |
| 3196996 | SCHOENING STRATEGIES 84d6fa56-1be6-4695-b872-c08b191fe0e4 | Q2 | SCHOENING STRATEGIES | 400954758 | AMAC ACTION | 2024 | second_quarter | RET | 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; support H.R. 5193 Senior Citizens' Freedom to Work Act of 2023; support H.R. 5340 Providing Complete Information to Retirement Investors Act. | HOUSE OF REPRESENTATIVES,SENATE | 40000 | 0 | 0 | 2024-07-17T17:07:25-04:00 | |
| 3197370 | MISSY EDWARDS STRATEGIES, LLC cc436ee9-41da-41f2-b126-739680233153 | Q2 | MISSY EDWARDS STRATEGIES, LLC | 400547641 | NCCMP | 2024 | second_quarter | RET | Monitor issues related to reforms of pension plans | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2024-07-17T21:04:03-04:00 | ||
| 3197693 | CHARTWELL STRATEGY GROUP LLC 0fd97735-0fcd-430c-b6e7-8ee4661ab4d3 | Q2 | CHARTWELL STRATEGY GROUP LLC | 401104750 | EMPOWER RETIREMENT LLC (FKA GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY) | 2024 | second_quarter | RET | General company overview, retirement policy, financial services, pension reform. | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2024-07-18T09:26:13-04:00 | |
| 3197746 | PRINCIPAL FINANCIAL GROUP 57dbebd4-a8e5-44ff-8b22-b6f291484583 | Q2 | PRINCIPAL FINANCIAL GROUP | 32178 | PRINCIPAL FINANCIAL GROUP | 2024 | second_quarter | RET | HR 5339 RETIRE Act: Summary is in progress. To amend the Employee Retirement Income Security Act of 1974 to specify requirements concerning the consideration of pecuniary and non-pecuniary factors, and for other purposes. HR 5337 Retirement Proxy Protection Act: Summary is in progress. To amend the Employee Retirement Income Security Act of 1974 to clarify the application of prudence and exclusive purpose duties to the exercise of shareholder rights. HR 5338 No Discrimination In My Benefits Act: Summary is in progress. To amend the Employee Retirement Income Security Act of 1974 to establish that fiduciaries must act with prudence and loyalty when selecting service providers for pension plans. HR 5340 Providing Complete Information to Retirement Investors Act: Summary is in progress. To amend the Employee Retirement Income Security Act of 1974 to ensure that pension plans provide notice to participants and beneficiaries on risks associated with certain investments, and for other purposes. S5271 Retirement Savings for Americans Act: This bill provides retirement savings accounts to eligible workers without employer-sponsored retirement plans. Participants' contributions are matched (up to certain thresholds) by the government through a federal income tax credit. No Bill Number. Automatic IRA Act of 20204. To amend the Internal Revenue Code of 1986 to provide rules for automatic contribution retirement plans and arrangements. HR 1807 Improving Disclosure for Investors Act of 2024. To direct the Securities and Exchange Commission to promulgate rules with respect to the electronic delivery of certain required disclosures, and for other purposes. This bill requires the Securities and Exchange Commission (SEC) to propose and finalize rules to allow entities to deliver regulatory documents to investors electronically. The SEC must establish a mechanism for investors to opt out of electronic delivery and receive paper documents instead. If the SEC does not finalize rules within one year after enactment, the bill allows f… | HOUSE OF REPRESENTATIVES,SENATE | 342000 | 0 | 0 | 2024-07-18T09:34:11-04:00 | |
| 3197913 | DAVIS & HARMAN LLP 1795dc77-e90a-42de-a6c0-61797ceae18a | Q2 | DAVIS & HARMAN LLP | 11674 | TIAA | 2024 | 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 | 2024-07-18T10:05:16-04:00 | |
| 3197936 | DAVIS & HARMAN LLP e0f2b5aa-1055-4598-8c82-1abe83e9ca5e | Q2 | DAVIS & HARMAN LLP | 11674 | SPARK INSTITUTE | 2024 | 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 the SEC hard close 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. S. 2517, Auto Reenroll Act. | HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE | 0 | 0 | 2024-07-18T10:10:00-04:00 | ||
| 3197947 | DAVIS & HARMAN LLP 83b912fe-a88b-4aef-990b-83c0ea2efb92 | Q2 | DAVIS & HARMAN LLP | 11674 | VANGUARD GROUP | 2024 | 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). S. 2517, Auto Reenroll Act of 2023. | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2024-07-18T10:11:14-04:00 | |
| 3197994 | DAVIS & HARMAN LLP ffbadcc8-d0ba-4bdc-bd13-2559db7bb86d | Q2 | DAVIS & HARMAN LLP | 11674 | INSPIRA FINANCIAL | 2024 | 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,SENATE | 0 | 0 | 2024-07-18T10:15:26-04:00 | ||
| 3198007 | DAVIS & HARMAN LLP d29c129f-67be-4540-8783-9dd6019b45c2 | Q2 | DAVIS & HARMAN LLP | 11674 | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | 2024 | 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 | 2024-07-18T10:16:35-04:00 | |
| 3198042 | INVARIANT LLC debad851-ec51-471c-96bd-ad8d5d569510 | Q2 | INVARIANT LLC | 314237 | THE AMERICAN COUNCIL OF LIFE INSURERS | 2024 | second_quarter | RET | Monitor retirement issues, including the implementation of the SECURE 2.0 Act of 2022 in P.L. 117-328. Discuss legislation regarding 403(b) annuity plans. | HOUSE OF REPRESENTATIVES,SENATE | 110000 | 0 | 0 | 2024-07-18T10:21:55-04:00 | |
| 3198046 | DAVIS & HARMAN LLP afd88b2e-88d2-476c-afcb-58c44921fef4 | Q2 | DAVIS & HARMAN LLP | 11674 | RETIREMENT INDUSTRY TRUST ASSOCIATION | 2024 | second_quarter | RET | Issues related to retirement savings and IRAs. Legislative proposals related to self-directed IRAs and IRA investments. Retirement proposals in the Treasury Department's General Explanations of the Administration's Fiscal Year 2025 Revenue Proposals. 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 | 10000 | 0 | 0 | 2024-07-18T10:21:58-04:00 | |
| 3198052 | DAVIS & HARMAN LLP ab3f5228-6aa4-4416-ac15-2f304015db82 | Q2 | DAVIS & HARMAN LLP | 11674 | MISSIONSQUARE RETIREMENT | 2024 | 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 provision, and pension linked emergency savings accounts. | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2024-07-18T10:23:12-04:00 | |
| 3198093 | MEHLMAN CONSULTING, INC. cd2c3191-00e0-4530-b283-0481c33aae09 | Q2 | MEHLMAN CONSULTING, INC. | 284950 | PROTECTIVE LIFE CORPORATION | 2024 | second_quarter | RET | Issues related to retirement security and the Department of Labor Fiduciary Duty rule. | HOUSE OF REPRESENTATIVES,SENATE | 40000 | 0 | 0 | 2024-07-18T10:28:05-04:00 | |
| 3198129 | CGCN GROUP, LLC f2083cb8-d007-44ce-9a58-50317fdeb673 | Q2 | CGCN GROUP, LLC | 76992 | AMERICAN RETIREMENT ASSOCIATION | 2024 | second_quarter | RET | Issues related to retirement securities; H.R. 3063, Retirement Fairness for Charities and Educational Institutions Act of 2023; S.3102 - Retirement Savings for Americans Act of 2023; H.R.6065 - Retirement Savings for Americans Act of 2023. | HOUSE OF REPRESENTATIVES,SENATE | 60000 | 0 | 0 | 2024-07-18T10:32:09-04:00 | |
| 3198276 | 1607 STRATEGIES, LLC ce56a327-edb2-41e0-bc2c-db1d5bcc2d69 | Q2 | 1607 STRATEGIES, LLC | 401105461 | INSPHIRE IO CORP. DBA CANDIDLY | 2024 | second_quarter | RET | Student loan and retirement security issues. Implementation of SECURE 2.0 of 2022 Act. Access to student loan payment data to allow employees to match student loan payments with retirement savings payments. | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2024-07-18T10:53:45-04:00 | |
| 3199114 | CAPITOL COUNSEL LLC 7ed626ed-18ee-499f-baa0-713f1cdbd121 | Q2 | CAPITOL COUNSEL LLC | 313715 | FRANKLIN TEMPLETON FUNDS | 2024 | second_quarter | RET | Issues regarding retirement, tax, and financial services. | HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE | 50000 | 0 | 0 | 2024-07-18T13:28:41-04:00 | |
| 3199619 | DYKEMA GOSSETT PLLC aea46036-6ee6-461a-abb6-14c76ce5eee3 | Q2 | DYKEMA GOSSETT PLLC | 12915 | THE ERISA INDUSTRY COMMITTEE | 2024 | second_quarter | RET | Paid leave issues Emergency savings Single-employer defined benefit issues Retirement plan disclosures Retirement plan investment requirements, options, duties, and related issues 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 Proposals to change capital holding requirements for banks Retirement plan coverage | HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of | 20000 | 0 | 0 | 2024-07-18T14:32:09-04:00 | |
| 3199631 | WEST FRONT STRATEGIES LLC b7c46922-fec0-4112-a8b5-c906aaef0a2e | Q2 | WEST FRONT STRATEGIES LLC | 401103493 | PRUDENTIAL FINANCIAL, INC. | 2024 | second_quarter | RET | Monitor issues related to pension plans, issues related to artificial intelligence. | HOUSE OF REPRESENTATIVES,SENATE | 40000 | 0 | 0 | 2024-07-18T14:34:38-04:00 | |
| 3199647 | SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION a3c309fa-a238-42f9-8992-68aaa031bd46 | Q2 | SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION | 317914 | SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION | 2024 | second_quarter | RET | H.R. 1818/S. 1561 the Aviation Workforce Development Act; H.R. 6065/ S. 3102 Retirement Savings for Americans Act; H.R. 7293, Automatic IRA Act of 2024; H.J.Res.142 Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Department of Labor relating to "Retirement Security Rule: Definition of an Investment Advice Fiduciary"; S. 3716/ H.R. 7162 A bill to create children's lifetime savings accounts, and for other purposes; S. 4371, Empowering States to Protect Seniors from Bad Actors Act; Amendments to H.R. 2670, the National Defense Authorization Act for Fiscal Year 2024 (FDTA exemption for state and local governments); SEC Open-End Fund Liquidity Risk Management Programs and Swing Pricing proposed rule; DOL Fiduciary Rule proposed rule on retirement security and related proposed changes to prohibited transaction exemptions including Qualified Professional Asset Manager; Public Law 117-328 - Consolidated Appropriations Law (Secure 2.0 retirement provisions); Retirement Security Rule: Definition of an Investment Advice Fiduciary (EBSA) and related exemptions; RIN 0985-AA18 NPRM - Adult Protective Services Functions and Grant Programs, Administration for Community Living, HHS To amend the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974 to make technical corrections relating to the SECURE 2.0 Act of 2022, and for other purposes; SECURE 2.0 Implementation RIN 1210-AC23 RFI - SECURE 2.0 Reporting and Disclosure, EBSA Basel III End Game and Retirement; Employee Identification Number (EIN) / Unrelated Business Taxable Income (UBTI); Financial Fitness Act; Appropriations Rider Funds May only be Used on DOL Fiduciary. | Commodity Futures Trading Commission (CFTC),Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of | 1450000 | 0 | 0 | 2024-07-18T14:35:58-04:00 | |
| 3199971 | LINCOLN NATIONAL CORPORATION 2530afe7-f657-4351-a07f-a155e52e3b6f | Q2 | LINCOLN NATIONAL CORPORATION | 22872 | LINCOLN NATIONAL CORPORATION | 2024 | second_quarter | RET | P.L. 117-328 Consolidated Appropriations Act of 2023. Issue: implementation of SECURE 2.0. H.R. 3063 Fairness for Charities and Educational Institutions Act of 2023. Issue: expansion of investment options for 403(b) plans. H.R. 7293 Automatic IRA Act of 2024. Issue: automatic enrollment retirement plans. H.J.Res. 142 / S.J.Res. 70 Fiduciary Rule Congressional Review Act. Issue: Department of Labor's "Retirement Security Rule: Definition of an Investment Advice Fiduciary." No bill number. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. No bill number. Issues related to lifetime income products in qualified retirement plans. | HOUSE OF REPRESENTATIVES,SENATE | 160000 | 0 | 0 | 2024-07-18T15:12:53-04:00 | |
| 3199976 | LONGBOW PUBLIC POLICY GROUP, LLC 0bbb76e0-7c37-43d2-a297-e5068900a3a5 | Q2 | LONGBOW PUBLIC POLICY GROUP, LLC | 401106355 | FEDERAL LAW ENFORCEMENT OFFICERS ASSOCIATION | 2024 | second_quarter | RET | H.R. 82, the "Social Security Fairness Act," legislation to amend title II of the Social Security Act to repeal the Government Pension Offset and Windfall Elimination Provision; entire bill. | 40000 | 0 | 0 | 2024-07-18T15:13:20-04:00 | ||
| 3200020 | LONGBOW PUBLIC POLICY GROUP, LLC 7155636f-2297-4a17-9d08-ac4be91c626a | Q2 | LONGBOW PUBLIC POLICY GROUP, LLC | 401106355 | CENTER FOR CAPITAL MARKETS COMPETITIVENESS, U.S. CHAMBER OF COMMERCE | 2024 | second_quarter | RET | U.S. Department of Labor Employee Benefits Security Administration Notice of Proposed Rulemaking on "Retirement Security Rule: Definition of an Investment Advice Fiduciary" (88 FR 75890, November 3, 2023), defining when a person renders investment advice for a fee or other compensation, direct or indirect with respect to any moneys or other property of an employee benefit plan, for purposes of the definition of a fiduciary in the Employee Retirement Income Security Act of 1974. U.S. Department of Labor Employee Benefits Security Administration Final Rule on "Retirement Security Rule: Definition of an Investment Advice Fiduciary" (89 FR 32122, April 25, 2024), defining when a person renders investment advice for a fee or other compensation, direct or indirect with respect to any moneys or other property of an employee benefit plan, for purposes of the definition of a fiduciary in the Employee Retirement Income Security Act of 1974. Environmental, Social, and Governance factors in making investment decisions. | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE | 30000 | 0 | 0 | 2024-07-18T15:17:04-04:00 | |
| 3200041 | MISSIONSQUARE RETIREMENT d51dfcee-17d9-4075-b00e-6483cd5942e3 | Q2 | MISSIONSQUARE RETIREMENT | 401106438 | MISSIONSQUARE RETIREMENT | 2024 | second_quarter | RET | Proposals related to retirement, employee benefit plan investments and administration, retiree health savings and collective investment trusts. Proposals related to 403(b) and governmental 457(b) plans. Issues related to tax incentives for retirement savings. Expansion of investment options for 403(b) plans. Issues related to implementation of SECURE 2.0. | HOUSE OF REPRESENTATIVES,SENATE | 140000 | 0 | 0 | 2024-07-18T15:18:01-04:00 | |
| 3200061 | LONGBOW PUBLIC POLICY GROUP, LLC 5632d903-7b02-4ddc-9e21-5e7cfde01dc0 | Q2 | LONGBOW PUBLIC POLICY GROUP, LLC | 401106355 | UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA | 2024 | second_quarter | RET | Implementation of the Special Financial Assistance Program created through the American Rescue Plan Act of 2021 (P.L. 117-2). | Pension Benefit Guaranty Corporation (PBGC) | 20000 | 0 | 0 | 2024-07-18T15:19:09-04:00 | |
| 3200117 | PUBLIC STRATEGIES WASHINGTON, INC. 0d5115b9-5158-41e6-adea-c4bee74819b0 | Q2 | PUBLIC STRATEGIES WASHINGTON, INC. | 32486 | INVESTMENT COMPANY INSTITUTE | 2024 | second_quarter | RET | Issues relating to retirement security | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2024-07-18T15:23:46-04:00 | |
| 3200154 | LONGBOW PUBLIC POLICY GROUP, LLC b26dadc6-a1a9-4848-b3e3-acb1c5ed54fa | Q2 | LONGBOW PUBLIC POLICY GROUP, LLC | 401106355 | SIGNATORY WALL AND CEILING CONTRACTORS ALLIANCE | 2024 | second_quarter | RET | S. 4328, the Making All Fund Information Available Act, legislation to require any labor organization that is or would be the collective bargaining representative for any employees to provideinformationregarding any defined benefit plan of the labor organization before any labor organization election; entire bill. General education concerning the Special Financial Assistance Program's aid to the most endangered multiemployer pension plans. H.R. 7024, the "Tax Relief for American Families and Workers Act of 2024," legislation amending the tax code to make improvements to the child tax credit, to provide tax incentives to promote economic growth, to provide special rules for the taxation of certain residents of Taiwan with income from sources within the United States, to provide tax relief with respect to certain Federal disasters, to make improvements to the low-income housing tax credit, and to extend provisions of the Tax Cut and Jobs Act of 2017 Pub. Law No. 115-97 December 22, 2017; seeking to insert provision to authorize two-pool withdrawal liability for multiemployer plans in the construction industry. H.R. 7135, the Ghost Handouts and Overpayments Stop Today Act, legislation to amend the Employee Retirement Income Security Act of 1974 to clarify the obligation of the Pension Benefit Guarantee Corporation to reclaim any overpayment of special financial assistance payment under the American Rescue Plan Act of 2021, including amounts paid on behalf of a deceased participant or beneficiary; entire bill. Implementation of the Special Financial Assistance Program created through the American Rescue Plan Act of 2021 P.L. 117-2 -March 11, 2021. | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2024-07-18T15:26:37-04:00 | |
| 3200251 | LONGBOW PUBLIC POLICY GROUP, LLC 86a4ce77-25df-4d4c-9499-5862bab605d9 | Q2 | LONGBOW PUBLIC POLICY GROUP, LLC | 401106355 | SIFF & ASSOCIATES, PLLC (OBO THE MECHANICAL CONTRACTORS ASSOCIATION OF AMERICA) | 2024 | second_quarter | RET | General education concerning two-pool withdrawal liability and ERISA preemption for multiemployer pension plans in the construction industry. | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2024-07-18T15:35:41-04:00 | |
| 3200454 | PUBLIC STRATEGIES WASHINGTON, INC. 52d13700-d15c-423e-b1fb-82608b4398d5 | Q2 | PUBLIC STRATEGIES WASHINGTON, INC. | 32486 | PRINCIPAL FINANCIAL GROUP | 2024 | second_quarter | RET | Issues relating to retirement security | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2024-07-18T15:56:31-04:00 | |
| 3200472 | PUBLIC STRATEGIES WASHINGTON, INC. 81a6104c-434c-4e2f-9649-bf9c85ffb20e | Q2 | PUBLIC STRATEGIES WASHINGTON, INC. | 32486 | PRUDENTIAL FINANCIAL INC | 2024 | 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 | 2024-07-18T15:59:22-04:00 | |
| 3200514 | HANCE SCARBOROUGH 8641650d-6f7c-4d3d-946c-38ce279f8e58 | Q2 | HANCE SCARBOROUGH | 17443 | ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS | 2024 | second_quarter | RET | HR 82 the social Security Fairness Act HR 5342 the Equal Treatment of Public Servants Act HR 4260 the Public Servants Protection and Fairness Act | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2024-07-18T16:03:44-04:00 | |
| 3200900 | AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES 5bb76c60-032d-4b29-8f1f-a1a01580cd95 | Q2 | AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES | 3481 | AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES | 2024 | 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) H.R. 3942 - Lifetime Income for Employees Act H.R. 4008 - Protecting Americans Retirement Savings Act H.R. 4924 - Auto Reenroll Act of 2023 H.R. 5060 - Womens Retirement Protection Act H.R. 5337 - Retirement Proxy Protection Act H.R. 5338 - No Discrimination in My Benefits Act H.R. 5339 - RETIRE Act H.R. 5340 - Providing Complete Information to Retirement Investors Act H.R. 6007 - the Retirement Investment in Small Employers Act H.R. 6757 -To amend the Internal Revenue Code of 1986 to permit the rollover contributions from Roth IRAs to designated Roth accounts. H.R. 7293 - Automatic IRA Act of 2024 H.R. 6065 - the Retirement Savings for Americans Act of 2023 S. 2517 - Auto Reenroll Act of 2023 S. 2627 - Womens Retirement Protection Act S. 3102 - Retirement Savings for Americans Act of 2023 S. 3305 - Helping Young Americans Save for Retirement Act | HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),Securities & Exchange Commission (SEC),SENATE | 380211 | 0 | 0 | 2024-07-18T16:50:37-04:00 | |
| 3200916 | T. ROWE PRICE GROUP, INC. 18857c13-2a51-4eda-b33c-f99cc2fe0628 | Q2 | T. ROWE PRICE GROUP, INC. | 401108226 | T. ROWE PRICE GROUP, INC. | 2024 | second_quarter | RET | H.R.3063 - Retirement Fairness for Charities and Educational Institutions Act of 2023; H.R.2799 - Expanding Access to Capital Act of 2023, Section F - Enhancement of 403(b) Plans; DOL Definition of a Fiduciary; Litigation Reform for ERISA class action lawsuits; S.3716 - 401Kids Savings Account Act of 2024 | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE | 10000 | 0 | 0 | 2024-07-18T16:51:50-04:00 | |
| 3201110 | NATIONAL EDUCATION ASSOCIATION 4c29f110-f849-4732-8a08-4ab52c2b3c83 | Q2 | NATIONAL EDUCATION ASSOCIATION | 27731 | NATIONAL EDUCATION ASSOCIATION | 2024 | second_quarter | RET | S 597/HR 82 - Social Security Fairness Act | HOUSE OF REPRESENTATIVES,SENATE | 780000 | 0 | 0 | 2024-07-18T17:04:55-04:00 | |
| 3201975 | DAVIS & HARMAN LLP e35abd0a-1f78-44d7-92c3-7d2c32f7affe | Q2 | DAVIS & HARMAN LLP | 11674 | LINCOLN NATIONAL CORPORATION | 2024 | 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. Issues related to lifetime income proposals. Issues related to disclosure of longevity risk. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2024-07-19T07:48:15-04:00 | |
| 3201987 | DAVIS & HARMAN LLP 8d26a811-6d55-488b-b0cb-75d937ef005a | Q2 | DAVIS & HARMAN LLP | 11674 | WILLIS NORTH AMERICA INC | 2024 | 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. Issues related to Roth catch-up contribution effective date. 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). H.R. 4924/S. 2517, Auto Reenroll Act. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2024-07-19T07:51:44-04:00 | ||
| 3201994 | DAVIS & HARMAN LLP e5bdeb88-d172-4091-bf42-6d862e206d95 | Q2 | DAVIS & HARMAN LLP | 11674 | TRANSAMERICA LIFE INSURANCE COMPANY | 2024 | 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. Issues related to the Roth catch-up contribution effective date. Proposals related to automatic enrollment grandfather rules. Issues regarding age 18 eligibility. SEC hard close and swing pricing proposal. Proposals related to gig workers. 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. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). H.R. 1059/S. 1212, Securing and Enabling Commerce Using Remote and Electronic Notarization Act. H.R. 4924/S. 2517, Auto Reenroll Act. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. H.R. 7293, Automatic IRA Act of 2024 S. 3305, Helping Young Americans Save for Retirement Act | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2024-07-19T07:54:03-04:00 | |
| 3202003 | DAVIS & HARMAN LLP 593cd8bb-d3bb-455a-b779-85190f4fc0da | Q2 | DAVIS & HARMAN LLP | 11674 | STATE STREET BANK AND TRUST CO. | 2024 | second_quarter | RET | Issues related to expanding retirement coverage and adequacy, facilitating retirement income, and increasing retirement security. Issues related to Qualified Professional Asset Managers. 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. Issues relating to disclosure of longevity risk. 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. 5376, the Build Back Better Act (117th Congress). H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). H.R. 4924/S. 2517, Auto Reenroll Act. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. H.R. 7293, Automatic IRA Act of 2024 | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2024-07-19T07:58:21-04:00 | ||
| 3202011 | DAVIS & HARMAN LLP 1889ae41-1f5f-409b-be8a-2de96311da9a | Q2 | DAVIS & HARMAN LLP | 11674 | NATIONWIDE INSURANCE COMPANIES | 2024 | 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 of information under ERISA, the Internal Revenue Code, and securities law. Proposals related to ETFs and variable annuities. Issues related to SEC's liquidity and swing pricing proposal. Proposals regarding the portability of retirement savings. Issues related to Roth catch-up contribution 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. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). H.R. 4924/S. 2517, Auto Reenroll Act. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. H.R. 7293, Auto IRA Act of 2024 | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2024-07-19T08:00:51-04:00 | |
| 3202045 | DAVIS & HARMAN LLP ca94f7a2-ac85-410f-9ccf-d263a0af0e34 | Q2 | DAVIS & HARMAN LLP | 11674 | NATIONAL RURAL ELECTRIC COOPERATIVE ASSN | 2024 | 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. Issues related to Roth catch-up contribution effective date. Proposals related to automatic enrollment grandfather rules. 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). H.R. 1059/S. 1212, Securing and Enabling Commerce Using Remote and Electronic Notarization Act. H.R. 8818, American Privacy Rights Act. | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2024-07-19T08:06:15-04:00 | |
| 3202061 | DAVIS & HARMAN LLP 504a01c1-a08e-43b6-938b-f24f19652f91 | Q2 | DAVIS & HARMAN LLP | 11674 | LPL FINANCIAL | 2024 | 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. Issues regarding age 18 eligibility. Issues related to artificial intelligence. Issues regarding qualified charitable distributions. S. 2387, Small Business Tax Fairness 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). H.R. 4924/S. 2517, Auto Reenroll Act. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. S. 3305, Helping Young Americans Save for Retirement | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2024-07-19T08:09:07-04:00 | |
| 3202160 | DAVIS & HARMAN LLP 9a7e53c5-5151-4a28-ab13-965b0d57dc43 | Q2 | DAVIS & HARMAN LLP | 11674 | FMR LLC | 2024 | 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 of information under ERISA, the Internal Revenue Code, and securities law. Issues related to electronic witnessing. Issues related to SEC's liquidity and swing pricing proposal. Issues related to the Roth catch-up effective date. Issues related to the SEC's predictive data analytics proposal. 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). 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). H.R. 1059/S. 1212, Securing and Enabling Commerce Using Remote and Electronic Notarization Act. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. H.R. 4924/S. 2517, Auto Reenroll Act. | HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE | 10000 | 0 | 0 | 2024-07-19T08:30:24-04:00 | |
| 3202166 | DAVIS & HARMAN LLP 64c8ca29-32fb-427a-8f07-14637f23b35d | Q2 | DAVIS & HARMAN LLP | 11674 | GIRL SCOUTS OF THE USA | 2024 | second_quarter | RET | Pension funding issues. PBGC related issues. Proposals related to plan transfers. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2024-07-19T08:32:53-04:00 | |
| 3202173 | DAVIS & HARMAN LLP 4dc64ef3-c06e-4471-b334-277928325501 | Q2 | DAVIS & HARMAN LLP | 11674 | EMPOWER RETIREMENT LLC | 2024 | second_quarter | RET | Proposals related to retirement plan enhancements. Tax incentives for retirement savings. Issues related to artificial intelligence. H.R. 7293, Automatic IRA Act of 2024 | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2024-07-19T08:39:27-04:00 | |
| 3202190 | DAVIS & HARMAN LLP 22da4199-fbd2-4eb7-9dca-4973758ed358 | Q2 | DAVIS & HARMAN LLP | 11674 | AMERICAN BENEFITS COUNCIL | 2024 | 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, the Internal Revenue Code, and securities law. Proposals regarding compliance of retirement plans. Issues related to Form 5500 filing and missing participants. Issues related to the use of brokerage windows in defined contribution plans. Proposals to reform the multiple employer plan rules. Proposals 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, longer servi… | HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE | 30000 | 0 | 0 | 2024-07-19T08:42:43-04:00 | |
| 3202220 | DAVIS & HARMAN LLP da4aa2fa-d80f-4553-a987-e1fe8c5ce716 | Q2 | DAVIS & HARMAN LLP | 11674 | EDWARD JONES INVESTMENTS | 2024 | second_quarter | RET | Proposals related to small business retirement issues and retirement savings issues. SIMPLE IRAs. Issues related to automatic reenrollment. Partnership tax issues. Required minimum distribution issues. Proposals to assist military spouses. 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. Issues related to the SEC's predictive data analytics proposal. Issues related to Roth catch-up contribution effective date. Issues regarding age 18 eligibility. 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. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). H.R. 4924/S. 2517, Auto Reenroll Act. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. S. 3305, Helping Young Americans Save for Retirement Act. | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2024-07-19T08:47:50-04:00 | |
| 3202281 | DAVIS & HARMAN LLP 87e526c3-ede2-42e6-ac3d-bee1613b5dc5 | Q2 | DAVIS & HARMAN LLP | 11674 | BROKER/DEALER COORDINATION GROUP | 2024 | 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. SEC proposal regarding predictive data analytics. H.J.Res. 142/S.J.Res. 79, Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Department of Labor relating to "Retirement Security Rule: Definition of an Investment Advice Fiduciary". H.R. 9029, Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act, 2025. | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Office of Management & Budget (OMB),Securities & Exchange Commission (SEC),SENATE | 30000 | 0 | 0 | 2024-07-19T08:59:48-04:00 |
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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);