lobbying_activities
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4,937 rows where filing_period = "second_quarter" 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 3375487 | LYCOS ADVISORY GROUP d072dbb0-b220-4759-b7a4-107231d9bbd3 | Q2 | LYCOS ADVISORY GROUP | 401108422 | BONUS | 2025 | second_quarter | RET | General Awareness | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2025-06-30T17:01:11-04:00 | |
| 3375608 | LEDGE COUNSEL, INC. c4f0b586-4c45-4ec5-a37b-0d81d3a22378 | Q2 | LEDGE COUNSEL, INC. | 22438 | NATIONAL ACTIVE AND RETIRED FEDERAL EMPLOYEES ASSOCIATION | 2025 | second_quarter | RET | Civil Service Retirement and Social Security | HOUSE OF REPRESENTATIVES,Office of Personnel Management (OPM),SENATE | 10000 | 0 | 0 | 2025-07-01T10:30:12-04:00 | |
| 3376040 | NATIONAL ASSOCIATION OF POSTAL SUPERVISORS af81c998-931f-456e-8972-116f8d4dedc6 | Q2 | NATIONAL ASSOCIATION OF POSTAL SUPERVISORS | 401075023 | NATIONAL ASSOCIATION OF POSTAL SUPERVISORS | 2025 | second_quarter | RET | H.Con.Res 14, provisions included that may impact the Federal Employees Retirement System (FERS), the Civil Service Retirement System (CSRS) or the Thrift Savings Plan (TSP). | HOUSE OF REPRESENTATIVES,SENATE | 27250 | 0 | 0 | 2025-07-02T10:11:42-04:00 | |
| 3376202 | DUTKO WORLDWIDE, LLC 4d030e51-df15-43f0-8f78-70be0c00db19 | 2T | DUTKO WORLDWIDE, LLC | 12868 | ACCENTURE FEDERAL SERVICES LLC | 2025 | 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 | 1 | 2025-07-02T15:02:52-04:00 | |
| 3376316 | TREA SENIOR CITIZENS LEAGUE 2ff7d3f2-dc39-4496-984b-39444120e30d | Q2 | TREA SENIOR CITIZENS LEAGUE | 38426 | TREA SENIOR CITIZENS LEAGUE | 2025 | second_quarter | RET | Social Security Reform; The Social Security Expansion Act (S.770, H.R.1700), The Social Security 2100 Act Protecting Social Security; Protect Social Security and Medicare Act (H.R.1950) Eliminating the Taxation of Social Security Benefits; The You Earned it You Keep It Act, The Senior Citizens Tax Elimination Act (H.R.1040), No Tax on Social Security (H.R.904) | HOUSE OF REPRESENTATIVES,SENATE | 5000 | 0 | 0 | 2025-07-03T10:40:39-04:00 | |
| 3377199 | INTERNATIONAL ALLIANCE OF THEATRICAL STAGE EMPLOYEES 26d1fb16-fda4-48fe-b681-ec40308f22e3 | Q2 | INTERNATIONAL ALLIANCE OF THEATRICAL STAGE EMPLOYEES | 401105446 | INTERNATIONAL ALLIANCE OF THEATRICAL STAGE EMPLOYEES | 2025 | second_quarter | RET | Oppose the Giving Retirement Options to Workers Act | 100000 | 0 | 0 | 2025-07-07T14:18:10-04:00 | ||
| 3377857 | VENABLE LLP 4a8cd568-05c0-400a-9b74-eb74c666db22 | Q2 | VENABLE LLP | 39941 | ASSOCIATION OF FOOD AND DAIRY RETAILERS, WHOLESALERS AND MANUFACTURERS | 2025 | second_quarter | RET | Implementation guidance related to the multiemployer funding provisions enacted in P.L. No. 117-2, the American Rescue Plan Act of 2021; Potential reform concepts for the multiemployer pension system | HOUSE OF REPRESENTATIVES,SENATE | 60000 | 0 | 0 | 2025-07-08T16:41:10-04:00 | |
| 3378685 | PENN AVENUE PARTNERS 05df6c2f-e1e4-4534-9f40-688dc6928f88 | Q2 | PENN AVENUE PARTNERS | 400918672 | BRIGHTHOUSE FINANCIAL, INC. | 2025 | second_quarter | RET | Retirement issues impacting Brighthouse Financial. | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2025-07-09T21:41:12-04:00 | |
| 3379707 | GUSTO 963f010a-df84-4027-bcfa-3dac17851ef8 | Q2 | GUSTO | 401106368 | GUSTO | 2025 | second_quarter | RET | Preserve existing tax incentives for SMB retirement plans | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2025-07-11T09:07:37-04:00 | |
| 3379880 | CAPITOL CITY GROUP, LTD. e69c4d46-22e8-4231-97d9-fad2e8edd51f | Q2 | CAPITOL CITY GROUP, LTD. | 52903 | ASCENSUS, INC. | 2025 | second_quarter | RET | legislation and issues relative to retirement and pensions; secured choice 2.0 and 3.0; 401K's, IRAs, health savings accounts, state sponsored retirement programs. . S.26 A bill to exclude locality adjustments from average pay for purposes of computing the amount of retirement annuities of new employees; H.R.2023 S988 Women's Retirement Protection Act; H.R.1522 Federal Retirement Fairness Act; H.R.2089 Generating Retirement Ownership through Long-Term Holding; S.Res.76 Resolution authorizing expenditures by the Committee on Health, Education, Labor and Pensions; H.R.1895 Delphi Retirees Pension Restoration Act;. H.R.1 One Big Beautiful Bill Act as it relates to retirement and pensions; S.2217A bill to amend the Employee Retirement Income Security Act of 1974 and the Internal Revenue Code of 1986 regarding pension plans for independent workers, and for other purposes. | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2025-07-11T11:22:44-04:00 | |
| 3380075 | ALLON ADVOCACY, LLC d150efea-69a4-464a-9685-bf7b44ba1d3c | Q2 | ALLON ADVOCACY, LLC | 401104657 | FORGE GLOBAL, INC. | 2025 | second_quarter | RET | Issues related to the treatment of certain retirement accounts. | HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE | 50000 | 0 | 0 | 2025-07-11T13:57:13-04:00 | |
| 3381329 | RICH FEUER ANDERSON 0f014101-87ac-442a-819a-e3f9b492b766 | Q2 | RICH FEUER ANDERSON | 84775 | MISSIONSQUARE RETIREMENT | 2025 | second_quarter | RET | Proposals related to retirement and retiree health savings and collective investment trusts. | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2025-07-14T13:19:02-04:00 | |
| 3381496 | NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS f1b16bc5-a1f3-498f-bbc2-fc357a606331 | Q2 | NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS | 26901 | NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS | 2025 | 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 | 2025-07-14T14:08:26-04:00 | |
| 3381508 | RICH FEUER ANDERSON 12870796-cb30-4e4c-958b-370160cbdcda | Q2 | RICH FEUER ANDERSON | 84775 | BLACKROCK FUNDS SERVICES GROUP LLC (FORMERLY BLACKROCK CAPITAL MANAGEMENT INC.) | 2025 | 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 | 2025-07-14T14:10:32-04:00 | |
| 3381733 | I STREET ADVOCATES 755bd7a4-31db-4ef1-8664-0fb0d0456265 | Q2 | I STREET ADVOCATES | 51753 | AMERICAN POSTAL WORKERS UNION | 2025 | second_quarter | RET | Support for the Federal Retirement Fairness Act H.R. 1522; Opposition to any attempt to take away or reduce the earned benefits and compensation of postal workers. | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2025-07-14T15:06:45-04:00 | |
| 3381858 | CASSIDY & ASSOCIATES, INC. 7e0abba5-2ce3-4dc8-83ea-f19a910fb4fa | Q2 | CASSIDY & ASSOCIATES, INC. | 8453 | SOCIETY OF ACTUARIES | 2025 | second_quarter | RET | General legislative issues related to the actuarial profession | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2025-07-14T15:37:48-04:00 | |
| 3382093 | BALLARD PARTNERS b4f85cff-e8f3-4a82-8f1c-9e6797054bc7 | Q2 | BALLARD PARTNERS | 401104288 | ALEXANDER VON FURSTENBERG FAMILY | 2025 | second_quarter | RET | Issues regarding retirement. | SENATE,White House Office | 90000 | 0 | 0 | 2025-07-14T17:13:58-04:00 | |
| 3382179 | MUTCH GOVERNMENT RELATIONS 127c4c52-27cd-47c7-8859-5cd237a26247 | Q2 | MUTCH GOVERNMENT RELATIONS | 401105675 | PIKES PEAK AREA COUNCIL OF GOVERNMENTS | 2025 | second_quarter | RET | Renewal of the Older American Act | HOUSE OF REPRESENTATIVES | 6000 | 0 | 0 | 2025-07-14T17:57:46-04:00 | |
| 3382356 | CORNERSTONE GOVERNMENT AFFAIRS, INC. 83d18c96-4612-4719-8102-c194ffcacba4 | Q2 | CORNERSTONE GOVERNMENT AFFAIRS, INC. | 75557 | BLACKROCK FUNDS SERVICES GROUP LLC | 2025 | second_quarter | RET | Issues affecting the asset management industry and retirement savings. | HOUSE OF REPRESENTATIVES,SENATE | 90000 | 0 | 0 | 2025-07-15T00:41:11-04:00 | |
| 3382596 | PRINCIPAL FINANCIAL GROUP bc8dfa9e-cc0d-441b-a195-a08a698e5c11 | Q2 | PRINCIPAL FINANCIAL GROUP | 32178 | PRINCIPAL FINANCIAL GROUP | 2025 | second_quarter | RET | S.1831 - Auto Reenroll Act - This bill allows plan sponsors to automatically reenroll non-participating employees into their employer-sponsored retirement plans at least once every three years. S.1707 - Helping Young Americans Save Act - This bill lowers the age required for retirement plan eligibility to 18 (from 21). S.1728 - Employee Ownership Representation Act - This bill adds two representatives of ESOP organizations to the ERISA Advisory Council. S.1645 - American Ownership and Resilience Act - This bill proposes a new zero-subsidy investment facility within Commerce to provide loan guarantees for private investment funds focused on supporting employee ownership transitions at small and mid-size businesses. S.1840 - Retirement Investment in Small Employers Act - This bill would raise the minimum tax credit that small businesses with fewer than 10 employees can receive when establishing a retirement plan from a minimum threshold of $500 to $2,500. S. No Bill Number Assigned- Unlocking Benefits for Independent Workers Act - This bill would create a safe harbor under federal law for companies that would like to voluntarily provide access to benefits to contractors. S. No Bill Number Assigned - Independent Retirement Fairness Act - This bill would permit contractors to participate in retirement benefit plans like a single pension IRA and pooled employer plans, while insulating companies from being treated as an employer. H.R.2696 / S.1526 - Retirement Savings for Americans Act - This bill would create a federally-run defined contribution plan for private sector workers who lack access to or are ineligible for a workplace retirement plan from their employers. H.R.2988 - Protecting Prudent Investment of Retirement Savings Act - This bill requires retirement plan fiduciaries to prioritize maximizing returns rather than political or social impact via environmental, social, and governance factors. | HOUSE OF REPRESENTATIVES,SENATE | 414000 | 0 | 0 | 2025-07-15T10:40:22-04:00 | |
| 3382736 | EARL POMEROY LLC 1448d096-be91-4a61-8a66-23aa92872194 | Q2 | EARL POMEROY LLC | 401109196 | ALLSUP, INC. | 2025 | second_quarter | RET | Administration of Social Security Disability Insurance/Administration of Ticket to Work Program. | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2025-07-15T11:25:34-04:00 | |
| 3382998 | COVINGTON & BURLING LLP 7475bff1-1fb2-4d9b-87fd-52657cff420a | Q2 | COVINGTON & BURLING LLP | 11195 | JOHN HANCOCK LIFE INSURANCE COMPANY (USA) (FKA JOHN HANCOCK FIN. SERVICES, INC.) | 2025 | second_quarter | RET | Retirement; long term care insurance; support H.R. 2547, Secure Family Futures Act; H.R. 842, Medicare Multi-Cancer Early Detection Screening Coverage Act. | HOUSE OF REPRESENTATIVES,SENATE | 60000 | 0 | 0 | 2025-07-15T12:56:38-04:00 | |
| 3383110 | NATIONAL RURAL LETTER CARRIERS' ASSOCIATION 7a930d6f-4b69-4c4e-a971-f5442906fde6 | Q2 | NATIONAL RURAL LETTER CARRIERS' ASSOCIATION | 28526 | NATIONAL RURAL LETTER CARRIERS' ASSOCIATION | 2025 | second_quarter | RET | H.R. 1522-"Federal Retirement Fairness Act"-legislation that would allow federal and postal employees who spent time in a non-career or temporary status before becoming a regular to buy back their time from their non-career status. The NRLCA endorsed this legislation. H.R. 491-"Equal COLA Act"-legislation that applies COLAs for annuities under FERS that is equal to the increase in inflation. The NRLCA supports this legislation. S. 624-"Equal COLA Act"-Senate companion to H.R. 491, the legislation would provide FERS cost of living adjustments equal to the increase in inflation. The NRLCA supports this legislation. | HOUSE OF REPRESENTATIVES,SENATE | 45000 | 0 | 0 | 2025-07-15T14:08:07-04:00 | |
| 3383448 | AMERICAN POSTAL WORKERS UNION, AFL-CIO f63f01f9-d9f5-47ff-a0b0-8223b7754f4c | Q2 | AMERICAN POSTAL WORKERS UNION, AFL-CIO | 3138 | AMERICAN POSTAL WORKERS UNION AFL-CIO | 2025 | second_quarter | RET | Support for Social Security Expansion Act (H.R. 1700 and S. 770) Support for Equal COLA Act (H.R. 491 and S. 624) Support for H.R. 1522, Federal Retirement Fairness Act | HOUSE OF REPRESENTATIVES,SENATE | 150000 | 0 | 0 | 2025-07-15T16:08:22-04:00 | |
| 3383771 | SUMMIT STRATEGIES GOVERNMENT AFFAIRS LLC 96e38e09-542c-47c1-a92b-aedf8b29d4cf | Q2 | SUMMIT STRATEGIES GOVERNMENT AFFAIRS LLC | 401103550 | THE ASSOCIATION OF UNION CONSTRUCTORS | 2025 | second_quarter | RET | Issues related to multiemployer pensions. | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2025-07-15T17:58:22-04:00 | |
| 3384206 | INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION 01379e46-978e-46c7-8a5a-84887b5c51fa | Q2 | INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION | 401104677 | INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION | 2025 | second_quarter | RET | Issues relating to 401(k) defined contributions. Issues relating to Fiduciary Duties Regarding Asset Classes under ERISA (Retirement Savings Modernization Act), Department of Labor Retirement Security Rule: Definition of Investment Advice Fiduciary and Related Exemptions. | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of | 62000 | 0 | 0 | 2025-07-16T10:02:21-04:00 | |
| 3384619 | PORT SIDE STRATEGIES, LLC 742e6bc7-26e6-4d46-81a0-ca5336ab9f2a | Q2 | PORT SIDE STRATEGIES, LLC | 401105394 | SOCIAL SECURITY WORKS | 2025 | second_quarter | RET | S.770 - Social Security Expansion Act - in support. H.R.1700 - Social Security Expansion Act - in support. H.R.2909 - You Earned It, You Keep It Act - in support. S.1666 - Improving Social Securitys Service to Victims of Identity Theft Act - in support. H.R.3517 - Social Security Enhancement and Protection Act of 2025 - in support. H.Res.465 - Expressing the sense of the House of Representatives that the Congress should enact the Older Americans Bill of Rights to establish that older Americans should have the right to live with dignity and with independence. - in support. | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2025-07-16T11:49:23-04:00 | |
| 3384662 | SQUIRE PATTON BOGGS dc69a089-a56f-4922-a383-77a90c4b980c | Q2 | SQUIRE PATTON BOGGS | 30906 | AON SERVICE CORPORATION (FKA AON HEWITT) | 2025 | second_quarter | RET | Advice regarding retirement-related legislation and regulatory reform. | 130000 | 0 | 0 | 2025-07-16T11:58:35-04:00 | ||
| 3384740 | DAVIS & HARMAN LLP 805bfb29-fc9e-4bc4-a360-8242e0ac7c6a | Q2 | DAVIS & HARMAN LLP | 11674 | AMERICAN BENEFITS COUNCIL | 2025 | 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. 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. 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 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. Proposals related to electronic disclosure of information under ERISA, the Internal Revenue Code, and securities law. Issues related to Form 5500 filing and missing participants. Issues related to the use of brokerage windows in defined contribution plans. Proposals regarding pension risk transfers. Proposals to modify required minimum distribution rules. Proposals that would modify limits on retirement plan contributions. State-administered retirement plan initiatives. Annuitization with respect to defined contribution plans. Proposals that would consolidate various retirement and IRA types. Proposals regarding a retirement lost and found. Proposals related to savings accounts for emergencies. Issues related to paid family and medical leave. Issues regarding age 18 eligibility. Issues related to Roth catch-up contribution effective date. Issues related to Department of Labor's use of common interest agreements. Proposals related to retirement plan litigation. Proposals regarding retirement plan investments in private assets. Proposals regarding an annuity safe harbor. Proposals regarding the use of pen… | HOUSE OF REPRESENTATIVES,Pension Benefit Guaranty Corporation (PBGC),SENATE | 80000 | 0 | 0 | 2025-07-16T12:17:46-04:00 | |
| 3384757 | DAVIS & HARMAN LLP a6d0c00f-6123-4532-9829-dd53188afa54 | Q2 | DAVIS & HARMAN LLP | 11674 | GIRL SCOUTS OF THE USA | 2025 | second_quarter | RET | Pension funding issues. Proposals related to plan transfers. | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2025-07-16T12:21:27-04:00 | |
| 3384764 | DAVIS & HARMAN LLP 3661c843-3a7e-4617-a9f9-3442db77ed8f | Q2 | DAVIS & HARMAN LLP | 11674 | EDWARD JONES INVESTMENTS | 2025 | second_quarter | RET | Proposals related to small business retirement issues and retirement savings issues. Issues related to automatic reenrollment. Partnership tax issues. Required minimum distribution issues. Proposals to assist caregivers. Issues regarding age 18 eligibility. Technical Corrections to SECURE 2.0 Act of 2022. 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. (118th Congress) H.R. 9765/S. 5148, Improving Retirement Security for Family Caregivers Act. (118th Congress) H.R. 9764/S. 5149, Catching Up Family Caregivers Act. (118th Congress) S. 1831, Auto Reenroll Act. S. 1707, Helping Young Americans Save for Retirement Act. | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2025-07-16T12:23:41-04:00 | |
| 3384773 | DAVIS & HARMAN LLP ddb8e056-2449-435a-b1b1-2dd86fa39f3e | Q2 | DAVIS & HARMAN LLP | 11674 | LINCOLN NATIONAL CORPORATION | 2025 | second_quarter | RET | Comprehensive pension and retirement savings legislation. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Proposals to reform 403(b) plan investments. Issues related to lifetime income proposals. Issues related to disclosure of longevity risk. Proposals regarding an annuity safe harbor. Technical Corrections to SECURE 2.0 Act of 2022. | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2025-07-16T12:25:25-04:00 | |
| 3384793 | DAVIS & HARMAN LLP 17c3f791-fd0d-4d40-ab87-bfa7ccc39cd7 | Q2 | DAVIS & HARMAN LLP | 11674 | STATE STREET BANK AND TRUST CO. | 2025 | 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. Proposals to reform the multiple employer plan rules. Issues related to default annuitization. Issues related to 403(b) investments. Annuity tax credits. Issues relating to disclosure of longevity risk. Proposals regarding electronic rollovers. Technical Corrections to SECURE 2.0 Act of 2022. S. 1831, 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. (118th Congress) H.R. 7293, Automatic IRA Act of 2024. (118th Congress) | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2025-07-16T12:27:33-04:00 | |
| 3384814 | DAVIS & HARMAN LLP d3e971b6-d9c1-4b1a-9a8b-e497910318c8 | Q2 | DAVIS & HARMAN LLP | 11674 | EMPOWER RETIREMENT LLC | 2025 | second_quarter | RET | Proposals related to retirement plan enhancements. Tax incentives for retirement savings. Issues related to artificial intelligence. Proposals to reform 403(b) plan investments. Proposals regarding retirement plan investments in private assets. H.R. 7293, Automatic IRA Act of 2024. (118th Congress) S. 1707, Helping Young Americans Save for Retirement Act. S. 1831, Auto Reenroll Act. | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2025-07-16T12:33:58-04:00 | |
| 3384817 | DAVIS & HARMAN LLP f3b9c017-8c05-4e9a-86f3-05f479f37e5d | Q2 | DAVIS & HARMAN LLP | 11674 | WILLIS NORTH AMERICA INC | 2025 | second_quarter | RET | Issues related to tax incentives for retirement savings. Treatment of pooled-employer plans. Technical Corrections to SECURE 2.0 Act of 2022. | HOUSE OF REPRESENTATIVES,Pension Benefit Guaranty Corporation (PBGC),SENATE | 0 | 0 | 2025-07-16T12:35:05-04:00 | ||
| 3384840 | DAVIS & HARMAN LLP e09c58f0-532e-4807-aa94-b99aaa2b5cf8 | Q2 | DAVIS & HARMAN LLP | 11674 | TRANSAMERICA LIFE INSURANCE COMPANY | 2025 | second_quarter | RET | Proposals related to retirement plans for small business. Proposals to reform the multiple employer plan rules. Proposals related to electronic disclosure. Proposals that would consolidate various retirement and IRA types. Issues related to audits of groups of plans. Proposals to reform 403(b) plan investments. Issues regarding age 18 eligibility. Proposals related to gig workers. Technical Corrections to SECURE 2.0 Act of 2022. 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. (118th Congress) H.R. 7293, Automatic IRA Act of 2024. (118th Congress) S. 1707, Helping Young Americans Save for Retirement Act. S. 1831, Auto Reenroll Act. Discussion Draft of Unlocking Benefits for Independent Workers Act. Discussion Draft of Independent Retirement Fairness Act. | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2025-07-16T12:39:41-04:00 | |
| 3384859 | DAVIS & HARMAN LLP bb036434-49d8-42ba-9b10-8a9ee118bf2f | Q2 | DAVIS & HARMAN LLP | 11674 | NATIONWIDE INSURANCE COMPANIES | 2025 | 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. Proposals related to 401(h) surplus. Proposals that would consolidate various retirement and IRA types. 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. Technical Corrections to SECURE 2.0 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. (118th Congress) H.R. 7293, Auto IRA Act of 2024. (118th Congress) S. 1707, Helping Young Americans Save for Retirement Act. S. 1831, Auto Reenroll Act. | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2025-07-16T12:41:36-04:00 | |
| 3384880 | DAVIS & HARMAN LLP d125dec6-1d9c-42c8-94a3-ba19b927cd10 | Q2 | DAVIS & HARMAN LLP | 11674 | NATIONAL RURAL ELECTRIC COOPERATIVE ASSN | 2025 | second_quarter | RET | Proposals related to PBGC premiums. Proposals to facilitate new growth of pension plans. Proposals related to employee tax credit for employer retirement contributions. Proposals regarding surplus pension assets. H.R. 3596, Rightsizing Pension Premiums Act (115th Congress). H.R.6738, Retirement Tax Credit Parity for Cooperatives and Charities Act (117th Congress). | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2025-07-16T12:46:13-04:00 | |
| 3384888 | DAVIS & HARMAN LLP 6c2cf46f-3f20-4747-b243-1885358da01d | Q2 | DAVIS & HARMAN LLP | 11674 | FMR LLC | 2025 | 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. Work related to brokerage window investments. Proposals related to electronic disclosure of information under ERISA, the Internal Revenue Code, and securities law. Proposals related to remittance taxes. S. 1222/H.R. 2544, Financial Freedom Act. Technical Corrections to SECURE 2.0 Act of 2022. 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. (118th Congress) S. 1831, Auto Reenroll Act. H.R. 1, to provide for reconciliation pursuant to title II of H. Con. Res. 14. | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2025-07-16T12:48:39-04:00 | ||
| 3384901 | DAVIS & HARMAN LLP 9e90a435-adae-484d-9db2-c44de6dc0f18 | Q2 | DAVIS & HARMAN LLP | 11674 | BROKER/DEALER COORDINATION GROUP | 2025 | 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),Office of Management & Budget (OMB),SENATE | 30000 | 0 | 0 | 2025-07-16T12:50:21-04:00 | |
| 3384920 | DAVIS & HARMAN LLP 57205b83-90fc-4d02-978e-762a2fc620a0 | 2T | DAVIS & HARMAN LLP | 11674 | LPL FINANCIAL | 2025 | second_quarter | RET | Proposals to enhance retirement savings opportunities for employers, employees, and individuals. Small business tax credit. S. 1707, Helping Young Americans Save for Retirement Act. S. 1831, Auto Reenroll Act. | HOUSE OF REPRESENTATIVES,SENATE | 0 | 1 | 2025-07-16T12:52:12-04:00 | ||
| 3385146 | INVARIANT LLC cc1b4c08-6f13-4000-a6d8-3a1bb8179e05 | Q2 | INVARIANT LLC | 314237 | COREBRIDGE FINANCIAL, INC. AND AFFILIATES | 2025 | second_quarter | RET | Monitor retirement security issues. | HOUSE OF REPRESENTATIVES,SENATE | 50000 | 0 | 0 | 2025-07-16T13:31:31-04:00 | |
| 3385206 | DAVIS & HARMAN LLP cdc4c381-0bf2-42af-9260-aec980fb44ef | Q2 | DAVIS & HARMAN LLP | 11674 | VANGUARD GROUP | 2025 | second_quarter | RET | Issues related to tax incentives for retirement savings. Default investments in IRAs. Issues related to employee benefit plan investments and administration, and electronic delivery of ERISA-mandated statements and disclosures. S. 1831, Auto Reenroll Act. | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2025-07-16T13:49:47-04:00 | |
| 3385404 | ALLIANCE FOR RETIRED AMERICANS 16120632-c9b4-443d-8846-b606455def86 | Q2 | ALLIANCE FOR RETIRED AMERICANS | 67238 | ALLIANCE FOR RETIRED AMERICANS | 2025 | second_quarter | RET | 1. Proposals to change the Social Security annual Cost of Living Adjustment formula 2. Proposals to raise the Social Security early and normal retirement ages 3. Proposals to "means test" Social Security benefits 4. Proposals to change the Social Security earnings cap 5. Proposals to change the Social Security withholding tax and increase benefits 6. H.R. 1700, Social Security Expansion Act, entire bill 7. S. 700, Social Security Expansion Act, entire bill 8. S. 1234, SSI Savings Penalty Elimination Act, entire bill 9. H.R. 1876, Keeping Our Field Offices Open Act, entire bill 10. H.R. 1877, Protecting Americans SocialSecurity Data Act, entire bill 11. Treatment of caregivers under the Social Security Act 12. Nomination of Frank Bisignano as Commissioner of Social Security 13. Proposals to increase the Social Security death benefit | HOUSE OF REPRESENTATIVES,SENATE | 80000 | 0 | 0 | 2025-07-16T14:20:21-04:00 | |
| 3385533 | CHARTWELL STRATEGY GROUP LLC 1066a37b-86c3-4213-9cab-7241eaf23bcb | Q2 | CHARTWELL STRATEGY GROUP LLC | 401104750 | EMPOWER RETIREMENT LLC (FKA GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY) | 2025 | second_quarter | RET | General Overview, retirement policy, financial services, pension reform. | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2025-07-16T14:33:42-04:00 | |
| 3385543 | DAVIS & HARMAN LLP c34d2274-0cfd-4211-9cb7-bf401b333d56 | Q2 | DAVIS & HARMAN LLP | 11674 | INSPIRA FINANCIAL | 2025 | second_quarter | RET | Issues related to retirement savings and IRAs. Legislative proposals related to self-directed IRAs and IRA investments. 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 | 2025-07-16T14:34:48-04:00 | ||
| 3385548 | DAVIS & HARMAN LLP ff709025-3f26-4d11-85d7-b5430073d0b0 | Q2 | DAVIS & HARMAN LLP | 11674 | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | 2025 | 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. | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2025-07-16T14:35:47-04:00 | ||
| 3385589 | DAVIS & HARMAN LLP c9b515c7-fc4c-44a0-ba53-316650685e08 | Q2 | DAVIS & HARMAN LLP | 11674 | SPARK INSTITUTE | 2025 | 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. Technical Corrections to the SECURE 2.0 Act of 2022. S. 1831, Auto Reenroll Act. | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2025-07-16T14:39:30-04:00 | ||
| 3385594 | DAVIS & HARMAN LLP f380b8ee-2a91-4d79-b5fe-55b574ebf1ed | Q2 | DAVIS & HARMAN LLP | 11674 | RETIREMENT INDUSTRY TRUST ASSOCIATION | 2025 | 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). | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2025-07-16T14:40:31-04:00 | ||
| 3385607 | DAVIS & HARMAN LLP f5a8c504-506b-4a4d-913b-105a60fc6061 | Q2 | DAVIS & HARMAN LLP | 11674 | MISSIONSQUARE RETIREMENT | 2025 | 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 | 30000 | 0 | 0 | 2025-07-16T14:41:56-04:00 | |
| 3385625 | CHARTWELL STRATEGY GROUP LLC ed7f3394-2740-44b7-b49d-b6f4ee3c8546 | Q2 | CHARTWELL STRATEGY GROUP LLC | 401104750 | GREAT GRAY TRUST COMPANY, LLC | 2025 | second_quarter | RET | General overview for members and staff | HOUSE OF REPRESENTATIVES,SENATE | 60000 | 0 | 0 | 2025-07-16T14:43:55-04:00 | |
| 3386324 | MR. MARK REY c175e775-55fe-420a-b33a-d44eed469993 | Q2 | MR. MARK REY | 400454181 | NATIONAL OLDER WORKERS CAREER CENTER | 2025 | second_quarter | RET | Assisting retired federal workers to secure new employment opportunities | HOUSE OF REPRESENTATIVES,Interior, Dept of (DOI),SENATE,U.S. Forest Service | 6000 | 0 | 0 | 2025-07-16T16:36:58-04:00 | |
| 3386484 | THORN RUN PARTNERS 2a4afb79-125b-441b-ad64-7e9ce8861ec0 | Q2 | THORN RUN PARTNERS | 400534596 | PRUDENTIAL FINANCIAL, INC. | 2025 | second_quarter | RET | Issues related to retirement. | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2025-07-16T16:56:03-04:00 | |
| 3386901 | THE PETRIZZO GROUP, INC. 9c10a833-6c67-4195-ab0f-b06311b6e906 | Q2 | THE PETRIZZO GROUP, INC. | 305932 | BLACKROCK FUND SERVICES GROUP, LLC | 2025 | second_quarter | RET | Issues related to financial services policy. | HOUSE OF REPRESENTATIVES,SENATE | 45000 | 0 | 0 | 2025-07-16T20:03:57-04:00 | |
| 3387107 | INVARIANT LLC 72d7c6cd-5728-435c-b031-aa247e9f708d | Q2 | INVARIANT LLC | 314237 | THE VANGUARD GROUP, INC. | 2025 | second_quarter | RET | Monitor retirement savings issues. | HOUSE OF REPRESENTATIVES,SENATE | 80000 | 0 | 0 | 2025-07-16T22:25:16-04:00 | |
| 3387248 | MISSY EDWARDS STRATEGIES, LLC d2e40b4a-957d-4888-ac42-90d6e518e213 | Q2 | MISSY EDWARDS STRATEGIES, LLC | 400547641 | NCCMP | 2025 | second_quarter | RET | Monitor issues related to reforms of pension plans | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2025-07-17T05:19:05-04:00 | ||
| 3387266 | CAPITOL COUNSEL LLC d9891fac-1ab8-48d6-85b7-d8939d4beb79 | Q2 | CAPITOL COUNSEL LLC | 313715 | FRANKLIN TEMPLETON FUNDS | 2025 | second_quarter | RET | Issues regarding retirement, tax, and financial services. | HOUSE OF REPRESENTATIVES,SENATE | 50000 | 0 | 0 | 2025-07-17T05:59:42-04:00 | |
| 3387426 | T. ROWE PRICE GROUP, INC. e431d34b-167a-4d8a-9326-ac402d7e31bf | Q2 | T. ROWE PRICE GROUP, INC. | 401108226 | T. ROWE PRICE GROUP, INC. | 2025 | second_quarter | RET | H.R. 1, An Act to provide for reconciliation pursuant to title II of H. Con. Res. 14 The One Big Beautiful Bill Act H.R. 2089 and S. 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act. H.R. 6938 and S. 3976, Tax Relief for Victims of Crimes, Scams, and Disasters Act H.R. 1013 and S. 424 , the Retirement Fairness for Charities and Education Institutions Act of 2025 Private assets in DC plans Retirement income options Litigation reform for ERISA class actions Social Security | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE | 60000 | 0 | 0 | 2025-07-17T09:12:49-04:00 | |
| 3387615 | NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION (NRECA) 5a3a7322-cd4b-40a3-ab43-849c4a9171bd | Q2 | NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION (NRECA) | 28515 | NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION (NRECA) | 2025 | second_quarter | RET | - Draft retirement savings proposals impacting defined-benefit and defined-contribution plans | HOUSE OF REPRESENTATIVES,SENATE | 1168434 | 0 | 0 | 2025-07-17T10:12:19-04:00 | |
| 3387778 | INSURED RETIREMENT INSTITUTE d91752fc-aae4-4aa7-8613-fb26fab93f77 | Q2 | INSURED RETIREMENT INSTITUTE | 285494 | INSURED RETIREMENT INSTITUTE | 2025 | second_quarter | RET | Amends IRS Code to establish Auto Reenrollment Tax Credit (S.2512 - 118th Congress). DOL - EBSA - Implementation of the Consolidated Appropriations Act, 2023, Division T - SECURE 2.0 Act of 2022 (Public Law No: 117-328). DOL - EBSA - Request for Information - SECURE 2.0 Reporting and Disclosure (RIN 1210-AC23). DOL - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). DOL - Wage and Hour Division - Final Rule - Employee or Independent Contractor Classification Under the Fair Labor Standards Act - 87 FR 62218 (RIN 1235-AA43). DOL - Proposed Rule on Automatic Portability Transactions Exemption - 29 CFR 255 (RIN 1210-AC21). DOL Guidance on Pension‑Linked Emergency Savings Accounts. DOL- EBSA - Final Rule - Retirement Security Rule: Definition of an Investment Fiduciary - 29 CFR 2510, RIN 1210-AC02. DOL-EBSA- FINAL Amendments to PTE 2020-02 - 29 CFR 2550, RIN 1210-ZA32. DOL-EBSA- FINAL Amendments to PTEs 75-1, 77-4, 80-83, 83-1, and 86-128 - 29 CFR 2550, RIN 1210-ZA34. DOL - EBSA - Final Rule - Prohibited Transaction Class Exemption 84-14 for Transactions Determined by Independent Qualified Professional Asset Managers (the QPAM Exemption) (RIN 1210-ZA07). DOL - EBSA - Direct Final Rule - Removal of Definition of Plan Assets-Insurance Company General Accounts. DOL - EBSA - Direct Final Rule - Removal of Interpretive Bulletins Relating to the Employee Retirement Income Security Act of 1974. DOL - EBSA - Direct Final Rule - Selection of Annuity Providers-Safe Harbor for Individual Account Plans. Joint Resolution providing for congressional disapproval of the Department of Labors Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights Rule (S.J.Res.8/H.J. Res.30 - 118th Congress). Legislation and rulemaking affecting 403(b) retirement plans and federal and state regulations governing their administration and operation. Legislation establishing a federal regulatory framework to oversee the cryptocurrency market in and use of cryptocurrency … | HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of | 170000 | 0 | 0 | 2025-07-17T10:52:47-04:00 | |
| 3387968 | THE ERISA INDUSTRY COMMITTEE 6a944bfd-2f62-4e9d-a332-c01dd755aa3f | Q2 | THE ERISA INDUSTRY COMMITTEE | 13803 | ERISA INDUSTRY COMMITTEE | 2025 | 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 Modernizing retirement plan administration Retirement plan recordkeeping issues PBGC premiums SECURE 2.0 Act implementation Multiemployer pensions Litigation and enforcement affecting benefit plans Retirement plan coverage Retirement incentives | 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 | 86195 | 0 | 0 | 2025-07-17T11:27:45-04:00 | |
| 3388068 | MINDSET ADVOCACY, LLC e4d64fc1-d180-4b11-86ae-6735b244a46f | Q2 | MINDSET ADVOCACY, LLC | 296271 | CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. | 2025 | second_quarter | RET | General retirement issues impacting personal finance | HOUSE OF REPRESENTATIVES,SENATE | 50000 | 0 | 0 | 2025-07-17T11:43:06-04:00 | |
| 3388136 | MINDSET ADVOCACY, LLC 985514bc-82c8-494c-a564-ffaad808f174 | Q2 | MINDSET ADVOCACY, LLC | 296271 | INSTITUTE FOR PORTFOLIO ALTERNATIVES (IPA) | 2025 | second_quarter | RET | Fiduciary rule and legislation, defined contribution retirement plans | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE | 50000 | 0 | 0 | 2025-07-17T11:53:42-04:00 | |
| 3388168 | SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION a17a6626-c8c6-4c3a-a586-c6cd5fbc22e4 | Q2 | SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION | 317914 | SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION | 2025 | second_quarter | RET | H.R. 20, Protecting the Right to Organize Act of 2025; H.R. 1013, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 8478, Empowering States to Protect Seniors from Bad Actors Act; H. J. Res 142, Providing for congressional disapproval of the Department of Labor fiduciary rule; S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025; S. 852, Protecting the Right to Organize Act of 2025; S. 1526, the Retirement Savings for Americans Act; S. 4371, Empowering States to Protect Seniors from Bad Actors Act; S.5148/H.R. 9765, A bill to amend the Internal Revenue Code of 1986 to allow certain family caregivers to contribute to a Roth IRA; S. 5149/H.R. 9764, A bill to amend the Internal Revenue Code of 1986 to allow additional catch-up contributions for certain family caregivers; SEC proposed rule regarding Open-End Fund Liquidity Risk Management Programs and Swing Pricing; 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; Issues relating to the preservation of private sector retirement system; Legislation to make technical corrections related to implementation of SECURE 2.0; ERISA fiduciary legislative proposals; Small business tax credit for financial literacy; MAGA/Trump accounts in H.R. 1 (the One Big Beautiful Bill Act); New Code Y for Qualified Charitable Distributions on forms 1099-R and 5498. | 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 | 2060000 | 0 | 0 | 2025-07-17T11:58:17-04:00 | |
| 3388218 | MINDSET ADVOCACY, LLC b475c1c4-3fa6-4d9d-8bbb-da31774c6527 | Q2 | MINDSET ADVOCACY, LLC | 296271 | METROPOLITAN LIFE INSURANCE COMPANY | 2025 | second_quarter | RET | General retirement issues | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of | 60000 | 0 | 0 | 2025-07-17T12:07:40-04:00 | |
| 3388223 | MINDSET ADVOCACY, LLC 897c81a7-1d3d-466b-afbc-1301840dd34a | Q2 | MINDSET ADVOCACY, LLC | 296271 | NATIONAL COORDINATING COMMITTEE FOR MULTIEMPLOYER PLANS (NCCMP) | 2025 | second_quarter | RET | Issues relating to multiemployer pension plan requirements | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of | 0 | 0 | 2025-07-17T12:08:22-04:00 | ||
| 3388246 | MINDSET ADVOCACY, LLC f14c2b72-f7df-47bb-8c1e-bfaf55daef19 | Q2 | MINDSET ADVOCACY, LLC | 296271 | PAYCHEX, INC. | 2025 | second_quarter | RET | PEP issues General retirement issues SECURE 2.0 implementation | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of | 40000 | 0 | 0 | 2025-07-17T12:10:41-04:00 | |
| 3388252 | PUBLIC STRATEGIES WASHINGTON, INC. 93122825-b26d-4a1b-a645-d13f6a600871 | Q2 | PUBLIC STRATEGIES WASHINGTON, INC. | 32486 | PRINCIPAL FINANCIAL GROUP | 2025 | second_quarter | RET | Issues relating to retirement security | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2025-07-17T12:11:31-04:00 | |
| 3388296 | PUBLIC STRATEGIES WASHINGTON, INC. ccfdc0a5-1e66-4546-9152-8facb483b83c | Q2 | PUBLIC STRATEGIES WASHINGTON, INC. | 32486 | PRUDENTIAL FINANCIAL INC | 2025 | 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 | 30000 | 0 | 0 | 2025-07-17T12:17:10-04:00 | |
| 3388300 | NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE c65065bd-61b6-4ce1-b581-0b81de8c222b | Q2 | NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE | 27467 | NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE | 2025 | second_quarter | RET | Older Americans Act Reauthorization. The Older Americans Act Reauthorization Act (S. 2120): Proposals to reauthorize the Older Americans Act (OAA) of 1965 and to increase the authorization of appropriations for OAA programs, which is the major federal discretionary funding source for home and community-based services for older adults and their caregivers. Programs supported through the OAA include home-delivered and congregate nutrition services, in-home supportive services, transportation, caregiver support, community service employment, health and wellness programs, the long-term care ombudsman program, services to prevent the abuse, neglect, and exploitation of older adults, and other supportive services. Medicare, Medicaid and Social Security. The Alleviating Barriers for Caregivers (ABC) Act (H.R. 2491): Proposals would require HHS and SSA to review application processes, procedures, forms, and communications for Medicare, Medicaid, Childrens Health Insurance Program, and Social Security programs in order to reduce administrative barriers facing family caregivers. The bill requires agencies to identify and report to Congress on actions that can be taken to streamline eligibility and assistance for family caregivers within existing programs. Social Security Cost of Living Adjustment (COLA). The Fair COLA for Seniors Act (No bill) and the Social Security Cost of Living Increase Act (No bill): Proposals to adopt the Consumer Price Index for the Elderly (CPI-E) for the purpose of determining COLAs for Social Security beneficiaries; the Boosting Benefits and COLAs for Seniors Act (No bill): Proposal to calculate COLAs using the current Consumer Price Index for Urban Wage Earners and Clerical Workers (CPI-W) or the Consumer Price Index for the Elderly (CPI-E), whichever is greater. Social Security Expansion. The Social Security 2100 Act (No bill): Proposals to improve benefits and to strengthen Social Security's financing by altering the payroll tax cap, among other changes. The Social Security Expansion Act (S. 7… | Administration on Aging,Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),Labor, Dept of (DOL),SENATE,Social Security Administration (SSA),Treasury, Dept of | 200000 | 0 | 0 | 2025-07-17T12:17:23-04:00 | |
| 3388334 | MINDSET ADVOCACY, LLC aa80d902-96fe-4cc7-846f-a1846b834bcb | Q2 | MINDSET ADVOCACY, LLC | 296271 | STABLE VALUE INVESTMENT ASSOCIATION (SVIA) | 2025 | second_quarter | RET | Use of stable value and retirement | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE | 0 | 0 | 2025-07-17T12:21:58-04:00 | ||
| 3388339 | MINDSET ADVOCACY, LLC 69a7e62d-4e9c-432c-a51f-ea1be839dfee | Q2 | MINDSET ADVOCACY, LLC | 296271 | NATIONAL COORDINATING COMMITTEE FOR MULTIEMPLOYER PLANS (NCCMP) | 2025 | second_quarter | RET | Issues relating to multiemployer pension plan requirements | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of | 0 | 0 | 2025-07-17T12:23:10-04:00 | ||
| 3388770 | AMERICAN BENEFITS COUNCIL bf9f2e7a-f2cb-4907-8ece-561c0aa89cb8 | Q2 | AMERICAN BENEFITS COUNCIL | 4675 | AMERICAN BENEFITS COUNCIL | 2025 | second_quarter | RET | ERISA Preemption Technical glitch in HR 1 that applied an unintended 21% excise tax on any company that sponsors a retirement plan, VEBA or sponsors a controlled charity Technical corrections to SECURE 2.0 Collective investment trusts and insurance company separate accounts for use by 403(b) plans; Retirement Fairness for Charities and Educational Institutions, (HR 1013) Age of required participation in retirement plans reduced from 21 to 18, (S. 1707) Automatic re-enrollment of unenrolled plan participants permitted by (S. 1831) EBSA Investigations Transparency Act (HR 2869) Transparency for Secret Litigation Agreements (HR 2958) Common Interest Agreements used by the U.S. DOL Pleading standards legislative proposal regarding applicable to ERISA cases Defined benefit pension plans and defined contribution plans; pension plan de-risking, retiree health accounts Required Roth catch-up contributions and Roth optional matching and non-elective contributions guidance Pension Benefit Guaranty Corporation (PBGC) premiums and due date for premiums in 2025 Student loans and Employer Participation in Repayment Act (S. 772 / HR 1801) | HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of,White House Office | 331216 | 0 | 0 | 2025-07-17T13:49:16-04:00 | |
| 3388869 | DYKEMA GOSSETT PLLC 799f9dcc-74e6-4289-ac1f-13ff82a0fd92 | Q2 | DYKEMA GOSSETT PLLC | 12915 | JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) | 2025 | second_quarter | RET | Lobbied in support of retirement security and pension provisions. | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2025-07-17T14:12:57-04:00 | |
| 3388920 | NISKANEN CENTER FOR PUBLIC POLICY 06c73f1d-eab2-4bb8-8c0b-ac446a5a8219 | Q2 | NISKANEN CENTER FOR PUBLIC POLICY | 401105785 | NISKANEN CENTER FOR PUBLIC POLICY | 2025 | second_quarter | RET | Support for Family Stability and Opportunity Vouchers Act, Site Neutral Payment Reform Framework, H.R. 2450 / S. 1234 SSI Savings Penalty Elimination Act (support) | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2025-07-17T14:18:57-04:00 | |
| 3388940 | DYKEMA GOSSETT PLLC 2660482c-9ebd-4fb1-95d1-437d70877ec3 | Q2 | DYKEMA GOSSETT PLLC | 12915 | THE ERISA INDUSTRY COMMITTEE | 2025 | 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 | 2025-07-17T14:20:45-04:00 | |
| 3389058 | MISSIONSQUARE RETIREMENT 4fc86892-4c50-4ed7-b6c7-3bb642e55bdb | Q2 | MISSIONSQUARE RETIREMENT | 401106438 | MISSIONSQUARE RETIREMENT | 2025 | 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. Issues related to employee benefit plan administration, including default investments Issues related to providing alternative assets in retirement plans | HOUSE OF REPRESENTATIVES,SENATE | 150000 | 0 | 0 | 2025-07-17T14:35:09-04:00 | |
| 3389357 | CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. 31da7d87-0386-421b-914d-41e77476f389 | Q2 | CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. | 400490409 | CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. | 2025 | second_quarter | RET | General retirement issues impacting personal finance | HOUSE OF REPRESENTATIVES,SENATE | 100000 | 0 | 0 | 2025-07-17T15:09:07-04:00 | |
| 3389516 | BROWNSTEIN HYATT FARBER SCHRECK, LLP 75da7fef-e03a-4e9e-8be5-632b64b7d981 | Q2 | BROWNSTEIN HYATT FARBER SCHRECK, LLP | 7257 | UNIVERSAL SAVINGS FOR AMERICANS, FORMERLY REPORTED AS, SAVINGUSA | 2025 | second_quarter | RET | Issues related to retirement savings Retirement Savings for Americans Act | SENATE,Treasury, Dept of | 90000 | 0 | 0 | 2025-07-17T15:27:54-04:00 | |
| 3389794 | FEDERAL HALL POLICY ADVISORS, LLC 3252af9e-4256-4ed8-9141-528991ce5fee | Q2 | FEDERAL HALL POLICY ADVISORS, LLC | 401104646 | NATIXIS INVESTMENT MANAGERS, LLC | 2025 | second_quarter | RET | Issues related to retirement policy | HOUSE OF REPRESENTATIVES,SENATE | 40000 | 0 | 0 | 2025-07-17T16:02:21-04:00 | |
| 3389968 | NATIONWIDE MUTUAL INSURANCE COMPANY caadfe9f-e105-474e-90af-5d6ea37a3c4b | Q2 | NATIONWIDE MUTUAL INSURANCE COMPANY | 26411 | NATIONWIDE MUTUAL INSURANCE COMPANY | 2025 | second_quarter | RET | S 424-Retirement Fairness for Charities and Educational Institutions Act of 2025 S 1707-Helping Young Americans Save for Retirement Act S 1831-Auto Reenroll Act of 2025 S 1840-RISE Act | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE | 1070000 | 0 | 0 | 2025-07-17T16:25:43-04:00 | |
| 3390019 | AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES 682d7f33-e30d-4d07-91f4-9101f32583eb | Q2 | AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES | 3481 | AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES | 2025 | second_quarter | RET | H.R. 1 - One Big Beautiful Bill Act - retirement aspects H.R.2163 - No Penalties for Victims of Fraud Act H.R. 2696 - Retirement Savings for Americans Act of 2025 H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 6757 - To amend the Internal Revenue Code of 1986 to permit the rollover contributions from Roth IRAs to designated Roth accounts (118th Congress) S. 424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 4965 - Small Nonprofit Security Act of 2024 (118th Congress) S. 1526 - Retirement Savings for Americans Act of 2025 S. 1831 - Auto Reenroll Act of 2025 | HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),SENATE | 357661 | 0 | 0 | 2025-07-17T16:34:37-04:00 | |
| 3390074 | TRUCKER HUSS APC 2a22559a-707d-4efe-84e3-e7b36d9f3baf | Q2 | TRUCKER HUSS APC | 400537609 | WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND | 2025 | second_quarter | RET | Retirement | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of | 10000 | 0 | 0 | 2025-07-17T16:43:19-04:00 | |
| 3390102 | NATIONAL ACTIVE AND RETIRED FEDERAL EMPLOYEES ASSOCIATION c122a69e-1155-40b5-bd03-f88b36be7b5c | Q2 | NATIONAL ACTIVE AND RETIRED FEDERAL EMPLOYEES ASSOCIATION | 27081 | NATIONAL ACTIVE AND RETIRED FEDERAL EMPLOYEES ASSOCIATION | 2025 | second_quarter | RET | Oppose cuts to earned federal retirement and health benefits via the budget reconciliation process, including by opposing H.Con.Res.14 and H.R.1. Support the Equal COLA Act, H.R.491/S.624, to provide full cost-of-living adjustments (matching the change in the consumer price index) for federal retirees covered by the Federal Employees Retirement System (FERS). | HOUSE OF REPRESENTATIVES,SENATE | 50000 | 0 | 0 | 2025-07-17T16:48:57-04:00 | |
| 3390174 | FAEGRE DRINKER BIDDLE & REATH LLP 5db25f19-af6d-407d-ac07-5201a5c47bb9 | Q2 | FAEGRE DRINKER BIDDLE & REATH LLP | 12631 | NATIONAL ACADEMY OF ELDER LAW ATTORNEYS | 2025 | second_quarter | RET | Home and Community-Based Services (HCBS); Medicaid; Social Security; Medicaid Estate Recovery | HOUSE OF REPRESENTATIVES | 10000 | 0 | 0 | 2025-07-17T16:59:04-04:00 | |
| 3390378 | THE ESOP ASSOCIATION 871b023b-4946-47c5-b2e1-20a66169f195 | Q2 | THE ESOP ASSOCIATION | 13858 | ESOP ASSOCIATION | 2025 | 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 areasinclude 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 | 220000 | 0 | 0 | 2025-07-17T17:49:59-04:00 | |
| 3390394 | FORBES-TATE 00895dcb-f81b-4a90-94e4-62fd0768c763 | Q2 | FORBES-TATE | 400976792 | INSURED RETIREMENT INSTITUTE | 2025 | second_quarter | RET | Issues related to retirement savings; Issues related to H.R. 1013 - The Retirement Fairness for Charities and Educational Institutions Act of 2025; Issues related to DOL Fiduciary rule. | HOUSE OF REPRESENTATIVES,SENATE | 50000 | 0 | 0 | 2025-07-17T17:53:30-04:00 | |
| 3390412 | INVARIANT LLC 6f127c58-ff13-47b7-92b9-927e449af724 | Q2 | INVARIANT LLC | 314237 | THE AMERICAN COUNCIL OF LIFE INSURERS | 2025 | second_quarter | RET | Monitor retirement issues, including the implementation of the SECURE 2.0 Act of 2022 in P.L. 117-328. | HOUSE OF REPRESENTATIVES,SENATE | 110000 | 0 | 0 | 2025-07-17T17:58:44-04:00 | |
| 3390428 | CAPCITY ADVOCATES, LLC 1d52035f-8980-40c0-8b96-7262bbfb83f5 | Q2 | CAPCITY ADVOCATES, LLC | 291993 | NATIONAL ASSOCIATION FOR FIXED ANNUITIES | 2025 | second_quarter | RET | All legislation and regulation impacting fixed annuities. Support for expanding qualified longevity annuity contracts. H.R. 3942, the Lifetime Income For Employees Act (118th Congress). H.Res.464,Expressing support for the designation of June as "National Annuity Awareness Month". H.R. 10467,The Retirement Simplification and Clarity Act (118th Congress). S. 1831, The Auto Reenroll Act of 2025. H.R. 7293, The Automatic IRA Act of 2024 (118th Congress). S, 1707, The Helping Young Americans Save for Retirement Act. | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2025-07-17T18:02:33-04:00 | |
| 3390697 | INVARIANT LLC 5a601e29-9cbd-4522-8b1d-98f78e2373c8 | Q2 | INVARIANT LLC | 314237 | EDWARD D. JONES & CO., L.P. | 2025 | second_quarter | RET | Monitor retirement issues, including the implementation of the SECURE 2.0 Act of 2022 in P.L. 117-328. | HOUSE OF REPRESENTATIVES,SENATE | 50000 | 0 | 0 | 2025-07-17T19:24:57-04:00 | |
| 3391383 | AZOA SERVICES CORP(ALLIANZ OF AMERICA) FORMERLY AZOA SERIVCES CORP/FIREMAN'S FUND(ALLIANZ OF AMERICA c63906a3-e7c2-437d-9924-53848e1f4859 | 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 | 2025 | second_quarter | RET | Department of Labor Retirement Security Rule. 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 | 2025-07-18T09:04:09-04:00 | |
| 3391433 | VANGUARD GROUP e18de758-0d89-4c22-ba54-6afcfe9b1867 | Q2 | VANGUARD GROUP | 291058 | VANGUARD GROUP | 2025 | second_quarter | RET | Issues related to employee benefit plan administration, and investments in IRAs, including default investments and child savings accounts Issues related to allowing collective investment trusts in 403(b) plans, including the Retirement Fairness for Charities and Educational Institutions Act (H.R. 1013, S. 424) Issues related to access to investment opportunities Issues related to considerations for plan fiduciaries Issues related to automatic portability | HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of | 550000 | 0 | 0 | 2025-07-18T09:15:53-04:00 | |
| 3391651 | AMAC ACTION eb46eb07-e887-4c0d-8221-5e5b1645a320 | Q2 | AMAC ACTION | 401104675 | AMAC ACTION | 2025 | second_quarter | RET | healthcare reform solutions and legislation, Social Security reform solutions and legislation | Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,SENATE | 80000 | 0 | 0 | 2025-07-18T09:42:56-04:00 | |
| 3391673 | MR. DAN PERRIN 96241575-9335-4c75-a4fb-210f829cc27f | Q2 | MR. DAN PERRIN | 40033289 | NATIONAL SENIORS POLICY CENTER | 2025 | second_quarter | RET | Social security solvency and preventing US government default | HOUSE OF REPRESENTATIVES,SENATE | 12500 | 0 | 0 | 2025-07-18T09:46:04-04:00 | |
| 3391767 | DAVIS & HARMAN LLP ef8065c6-9d1c-41f8-a224-9e34c3057960 | Q2 | DAVIS & HARMAN LLP | 11674 | TIAA | 2025 | 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 distribution options 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. H.R. 3942, Lifetime Income for Employees Act. (118th Congress). | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2025-07-18T09:55:06-04:00 | |
| 3391875 | MARIA FREESE 0176e297-00a5-4f06-b488-7c40e0ee5ce6 | Q2 | MARIA FREESE | 400861526 | NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE | 2025 | second_quarter | RET | Older Americans Act Reauthorization. The Older Americans Act Reauthorization Act (S. 2120): Proposals to reauthorize the Older Americans Act (OAA) of 1965 and to increase the authorization of appropriations for OAA programs, which is the major federal discretionary funding source for home and community-based services for older adults and their caregivers. Programs supported through the OAA include home-delivered and congregate nutrition services, in-home supportive services, transportation, caregiver support, community service employment, health and wellness programs, the long-term care ombudsman program, services to prevent the abuse, neglect, and exploitation of older adults, and other supportive services. Medicare, Medicaid and Social Security. The Alleviating Barriers for Caregivers (ABC) Act (H.R. 2491): Proposals would require HHS and SSA to review application processes, procedures, forms, and communications for Medicare, Medicaid, Childrens Health Insurance Program, and Social Security programs in order to reduce administrative barriers facing family caregivers. The bill requires agencies to identify and report to Congress on actions that can be taken to streamline eligibility and assistance for family caregivers within existing programs. Social Security Cost of Living Adjustment (COLA). The Fair COLA for Seniors Act (No bill) and the Social Security Cost of Living Increase Act (No bill): Proposals to adopt the Consumer Price Index for the Elderly (CPI-E) for the purpose of determining COLAs for Social Security beneficiaries; the Boosting Benefits and COLAs for Seniors Act (No bill): Proposal to calculate COLAs using the current Consumer Price Index for Urban Wage Earners and Clerical Workers (CPI-W) or the Consumer Price Index for the Elderly (CPI-E), whichever is greater. Social Security Expansion. The Social Security 2100 Act (No bill): Proposals to improve benefits and to strengthen Social Security's financing by altering the payroll tax cap, among other changes. The Social Security Expansion Act (S. 7… | Administration on Aging,Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),Labor, Dept of (DOL),SENATE,Social Security Administration (SSA),Treasury, Dept of | 60000 | 0 | 0 | 2025-07-18T10:05:12-04:00 | |
| 3392034 | WILLIAMS AND JENSEN, PLLC 3006a8c0-b859-4da9-8004-89005241fb53 | Q2 | WILLIAMS AND JENSEN, PLLC | 41454 | INDEXED ANNUITY LEADERSHIP COUNCIL | 2025 | second_quarter | RET | Regulation of Fixed Indexed Annuity. | Labor, Dept of (DOL),White House Office | 10000 | 0 | 0 | 2025-07-18T10:16:26-04:00 | |
| 3392589 | RICH FEUER ANDERSON 05413eb1-1e6b-4b30-848c-5e7adf4e5d4d | Q2 | RICH FEUER ANDERSON | 84775 | THE GLOBAL ATLANTIC FINANCIAL GROUP LLC | 2025 | second_quarter | RET | Legislation and regulations expanding access to retirement solutions. Issues relates to the DOL fiduciary rule. Issues related to insurers use of alternative investments. | HOUSE OF REPRESENTATIVES,SENATE | 60000 | 0 | 0 | 2025-07-18T10:54:37-04:00 | |
| 3392703 | NATIONAL FEDERATION OF THE BLIND f7112633-5677-471c-830a-f46df9ef05dd | Q2 | NATIONAL FEDERATION OF THE BLIND | 401103561 | NATIONAL FEDERATION OF THE BLIND | 2025 | 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. 1175. Eliminate the five-month waiting period associated with Social Security Disability Insurance. | HOUSE OF REPRESENTATIVES,SENATE,Social Security Administration (SSA) | 20000 | 0 | 0 | 2025-07-18T11:02:12-04:00 | |
| 3392723 | NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION dcdb74f8-07c6-4757-85a3-72c41d85c42d | Q2 | NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION | 28674 | NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION | 2025 | second_quarter | RET | The association monitors and reacts to policy concepts that may impact its ability to continue providing its high quality Retirement Security Plans to members, their employees, and the association staff at affordable rates and on reasonable terms and conditions. During the reporting period, no issues or introduced measures in this category were focused upon. | 270000 | 0 | 0 | 2025-07-18T11:03:01-04:00 |
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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);