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lobbying_activities

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

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

210 rows where filing_period = "third_quarter", filing_year = 2008 and issue_code = "RET" sorted by filing_year descending

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issue_code 1

  • RET · 210 ✖

filing_year 1

  • 2008 · 210 ✖

filing_period 1

  • third_quarter · 210 ✖
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
660542 DAVID FUNDERBURK 9eb21464-7f3b-4216-887f-91dfde052a67 Q3 DAVID FUNDERBURK 43491 TREA SENIORCITIZENS LEAGUE 2008 third_quarter RET In support of Anti-Totalization: H.Res. 22, H.R. 190, H.R. 709, H.Res. 332, S.43; In support of Social Security Notch Reform: H.R. 368, S.Res. 363; In support of Consumer Price Index for the Elderly: H.R. 2032, H.R. 1953; In support of Alzheimer's Research Funding: H.R. 1550, S 898, S.897; In support of Social Security Protection: H.R. 82, H.R. 138, H.R. 136, H.R. 1353, H.R. 206, H.R. 735, S. 302 HOUSE OF REPRESENTATIVES,SENATE 40000   0 0 2008-10-03T14:29:29-04:00
660738 HOLLAND & KNIGHT LLP 52484394-f21b-41ff-a1dc-006ce301baaf Q3 HOLLAND & KNIGHT LLP 18466 HARTFORD 2008 third_quarter RET Legislative representation and strategic counsel regarding insurance issues; retirement security incentives HOUSE OF REPRESENTATIVES,SENATE 80000   0 0 2008-10-06T08:59:37-04:00
660797 EDWIN PIERSON 0b11d49d-e8fc-483c-93f9-e4082e4f77b3 Q3 EDWIN PIERSON 40048376 CIVIC COUNCIL 2008 third_quarter RET Death tax, COLA, immigration, totalization HOUSE OF REPRESENTATIVES     0 0 2008-10-06T11:00:07-04:00
660948 PALMETTO GROUP d638e9ed-f273-4c35-acd6-ca216a9e3e57 Q3 PALMETTO GROUP 18570 AIR LINE PILOTS ASSOCIATION INTERNATIONAL 2008 third_quarter RET H.R. 4061 & S. 2505 To allow employees of a commercial passenger airline carrier who receive payments in a bankruptcy proceeding to roll over such payments into an individual retirement plan. - legislation in its entirety. HOUSE OF REPRESENTATIVES,SENATE 60000   0 0 2008-10-06T14:35:09-04:00
661200 INTERNATIONAL UNION OF POLICE ASSOCIATIONS, AFL-CIO fba6120c-561b-407f-a051-cc8ff5ca53d0 Q3 INTERNATIONAL UNION OF POLICE ASSOCIATIONS, AFL-CIO 50400 INTERNATIONAL UNION OF POLICE ASSOCIATIONS AFL-CIO 2008 third_quarter RET HR 82, H 3696, S 206, S 12254, HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),SENATE   20000 0 0 2008-10-07T11:38:20-04:00
661575 TREA SENIOR CITIZENS LEAGUE f291897a-3894-42fc-8302-a16162363745 Q3 TREA SENIOR CITIZENS LEAGUE 38426 TREA SENIOR CITIZENS LEAGUE 2008 third_quarter RET Social Security Notch Reform: H.R. 368, H.R. 287, H.R. 288, Anti-Totalization: H.Res. 22, H.R. 190, H.R. 709, H.Res 18, H.R. 332, Consumer Price Index for the Elderly (CPI-E): H.R. 2032, H.R. 1953, Alzheimers Funding: H.R. 1550, Social Security Protection: H.R. 82, H.R. 138, H.R. 136, H.R. 1353, H.R. 735 HOUSE OF REPRESENTATIVES   40000 0 0 2008-10-08T08:08:26-04:00
662373 PLAN SPONSOR COUNCIL OF AMERICA FKA PROFIT SHARING/401K COUNCIL OF AMERICA 95ff7416-39e1-4392-aa64-e0f8b616c387 Q3 PLAN SPONSOR COUNCIL OF AMERICA FKA PROFIT SHARING/401K COUNCIL OF AMERICA 32293 PLAN SPONSOR COUNCIL OF AMERICA FKA PROFIT SHARING/401K COUNCIL OF AMERICA 2008 third_quarter RET Legislation affecting profit sharing and 401(k) plans. HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of   80000 0 0 2008-10-09T12:48:11-04:00
662566 NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE 3b14e8f6-9e64-4495-9489-370331775521 Q3 NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE 27467 NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE 2008 third_quarter RET Social Security/Government Pension Offset. H.R. 82, S. 206, H.R. 726, H.R. 2772, H.R. 2988, S. 1254, S. 1647: proposals to modify or repeal the government pension offset and windfall elimination provisions. Social Security/Trust Funds. H.R. 4338, S. 302, H.R.219, H.R. 581, H.R. 4664, H.R. 1353: provisions relating to the establishment of a procedure safeguarding the Social Security Trust Funds; the investment of Social Security trust funds; and the budgetary treatment of Social Security trust funds. Social Security/Cost-of-Living-Adjustments. H.R. 1953, H.R. 2032, H.R. 4807, S. 2501, H.R. 5317: provisions pertaining to the development of a Consumer Price Index to reflect senior spending; the impact of Medicare premiums on Social Security cost-of-living adjustments and Social Security recipient benefit levels; and amending the Congressional Budget Act of 1974 making it out of order for Congress to reduce Social Security benefits or cost-of-living increases. Social Security/Private Accounts. H.R. 1090, H.R. 2002, H.R. 4181, S. 2765, S.Amdt. 4328: provisions to establish Social Security private accounts. Pension Security. H.R. 5543, S. 1288, S. 1725: provisions affecting the protection of pension benefits and the retirement security of women and small business owners. National Senior Volunteer Corps. H.R. 2857, H.R. 5563: provisions pertaining to reauthorizing national and community service programs benefiting older Americans. HOUSE OF REPRESENTATIVES,SENATE   280000 0 0 2008-10-09T15:07:28-04:00
662584 FLEET RESERVE ASSOCIATION 2d160d80-127e-4e18-8795-cfc5a82b6a30 Q3 FLEET RESERVE ASSOCIATION 14781 FLEET RESERVE ASSOCIATION 2008 third_quarter RET S. 3001 Defense Authorization Bill, HR 5797 Roth TSP Act, HR 4930 Reservists early retirement, HR 1223, waive medicare premiums for certain military retirees, S. 2836 Reservists early retirement. Defense, Dept of (DOD),HOUSE OF REPRESENTATIVES,SENATE,Veterans Affairs, Dept of (VA)   140000 0 0 2008-10-09T15:17:33-04:00
662627 TIMMONS AND COMPANY, INC. 8caf3f90-bb60-49cf-bab3-e15a83ece2d8 Q3 TIMMONS AND COMPANY, INC. 38164 VANGUARD GROUP INC 2008 third_quarter RET S. 1141 - Automatic IRA Act of 2007 H.R. 2167 - Automatic IRA Act of 2007 H.R. 3765 - Defined Contribution Plan Fee Transparency Act H.R. 3185 - Fair Disclosure for Retirement Security Act S. 2473 - Defined Contribution Fee Disclosure Act HOUSE OF REPRESENTATIVES,SENATE 100000   0 0 2008-10-09T16:00:09-04:00
662896 NATIONAL LEAGUE OF POSTMASTERS fbc83ea9-b3fd-4273-bc15-0dc13e492fe8 Q3 NATIONAL LEAGUE OF POSTMASTERS 69297 NATIONAL LEAGUE OF POSTMASTERS 2008 third_quarter RET Federal Retirement and Benefit Issues HOUSE OF REPRESENTATIVES,Postal Regulatory Commission,SENATE,U.S. Postal Service (USPS)   20000 0 0 2008-10-10T12:31:23-04:00
663020 AMERICAN INVESTMENT COUNCIL F/K/A PEGCC 9bff7c63-5268-4ebc-bff9-6bd211921334 Q3 AMERICAN INVESTMENT COUNCIL F/K/A PEGCC 316536 AMERICAN INVESTMENT COUNCIL F/K/A PEGCC 2008 third_quarter RET HR 2834 - provisions related to tax treatment of carried interest for certain partnerships S 1624 - provisions related to tax treatment of private equity funds that become publicly-traded partnerships HR 6275 - Alternative Minimum Wage Tax Relief Act of 2008; all provisions HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of,White House Office   840000 0 0 2008-10-10T15:08:12-04:00
663201 VAN SCOYOC ASSOCIATES 8ee2ea52-a1f6-4db8-ba38-07e78a09270c Q3 VAN SCOYOC ASSOCIATES 39837 UNITED STATES CAPITOL POLICE LABOR COMMITTEE 2008 third_quarter RET Adjusting retirement contribution related issues. HOUSE OF REPRESENTATIVES,SENATE     0 0 2008-10-11T15:11:40-04:00
663229 ROBERT WAGER 8328f624-50f9-4676-8135-b8fb16a0d936 Q3 ROBERT WAGER 317457 PRUDENTIAL FINANCIAL 2008 third_quarter RET Automatic IRA SENATE 10000   0 0 2008-10-11T18:25:53-04:00
664404 SANDRA WISE cea3598a-56c6-49c6-8940-e79c4a6bd810 Q3 SANDRA WISE 40025210 NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE 2008 third_quarter RET Social Security/Private Accounts. H.R. 1090, H.R. 2002, H.R. 4181, H.R. 6110, S. 2765, S.Amdt. 4328: provisions to establish Social Security private accounts. Social Security/Trust Funds. H.R. 4338, S. 302, H.R.219, H.R. 581, H.R. 4664, H.R. 1353: provisions relating to the establishment of a procedure safeguarding the Social Security Trust Funds; the investment of Social Security trust funds; and the budgetary treatment of Social Security trust funds. Social Security Benefits: proposals relating to Social Security widows and spousal benefits; the minimum benefit; and the Medicare 24-month waiting period for disability benefits. Social Security/Government Pension Offset. H.R. 82, S. 206, H.R. 726, H.R. 2772, H.R. 2988, S. 1254, S. 1647: proposals to modify or repeal the government pension offset and windfall elimination provision. HOUSE OF REPRESENTATIVES,SENATE 30000   0 0 2008-10-14T11:03:09-04:00
664568 SQUIRE SANDERS PUBLIC ADVOCACY, LLC 456e34c0-0819-49a2-adb6-bdaa928c956b Q3 SQUIRE SANDERS PUBLIC ADVOCACY, LLC 318072 NATIONWIDE MUTUAL INSURANCE COMPANY 2008 third_quarter RET Proposals designed to encourage savings. HOUSE OF REPRESENTATIVES     0 0 2008-10-14T11:46:07-04:00
664789 THE ESOP ASSOCIATION 73b9692c-6c77-4e52-b1d0-3b6d944c78f2 Q3 THE ESOP ASSOCIATION 13858 ESOP ASSOCIATION 2008 third_quarter RET Proposed legislation in relationship to ESOPs, employee ownership and employee ownership issues and generally all legislative proposals to amend the Employee Retirement Security Act of 1974. Specifically S. 1322 and Section 3701 of H.R. 3970, H.Con. Res. 333, and H.R. 6914 in the 110th Congress. Above areas include tax and labor law issues embedded in the Employee Retirement Security Act of 1974. HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of   64258 0 0 2008-10-14T12:57:45-04:00
665463 CON-WAY INC (FORMERLY KNOWN AS CNF INC) 8b642481-a88a-4285-b46e-0b6cbdea68eb Q3 CON-WAY INC (FORMERLY KNOWN AS CNF INC) 9591 CON-WAY INC (FORMERLY KNOWN AS CNF INC) 2008 third_quarter RET Pension Legislation Defense, Dept of (DOD),Federal Highway Administration (FHA),Federal Motor Carrier Safety Administration,Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,SENATE,Transportation, Dept of (DOT),Transportation Security Administration (TSA),U.S. Customs & Border Protection   120000 0 0 2008-10-14T16:58:46-04:00
666035 LOCKE LORD PUBLIC POLICY GROUP LLC a7c38871-31dd-43fa-83c7-8bd54da8c4d7 Q3 LOCKE LORD PUBLIC POLICY GROUP LLC 300971 DALLAS POLICE & FIRE PENSION SYSTEMS 2008 third_quarter RET Amendments to the Pension Protection Act of 2006 HOUSE OF REPRESENTATIVES,SENATE 10000   0 0 2008-10-15T11:10:30-04:00
666337 THE COUNCIL OF INSURANCE AGENTS AND BROKERS 57f08fec-26e9-4fdb-ba16-c88e0ec2bd6c Q3 THE COUNCIL OF INSURANCE AGENTS AND BROKERS 11093 COUNCIL OF INSURANCE AGENTS AND BROKERS 2008 third_quarter RET Issues related to pensions and employee benefits. HOUSE OF REPRESENTATIVES,SENATE   183000 0 0 2008-10-15T12:02:54-04:00
666384 VENABLE LLP 7b8fc9de-321c-43b0-98e6-32a0f6a0d01d Q3 VENABLE LLP 39941 AMERICAN AIRLINES INC 2008 third_quarter RET Pension Reform Legislation FAA Reauthorization HOUSE OF REPRESENTATIVES,Office of Management & Budget (OMB),SENATE,Transportation, Dept of (DOT) 70000   0 0 2008-10-15T12:12:02-04:00
666466 VENABLE LLP 8245f1e0-e18a-4d99-8d82-bbd1a256642e Q3 VENABLE LLP 39941 XPO LOGISTICS (FORMERLY KNOWN AS CON-WAY INC ) 2008 third_quarter RET Pension Legislation Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Office of Management & Budget (OMB),SENATE,Transportation, Dept of (DOT) 50000   0 0 2008-10-15T12:43:22-04:00
666551 AMERICAN COUNCIL OF LIFE INSURERS 36d952ec-3f5e-42f7-b457-1c80f4273951 Q3 AMERICAN COUNCIL OF LIFE INSURERS 2115 AMERICAN COUNCIL OF LIFE INSURERS 2008 third_quarter RET HR 46 - Small Business Tax Fairness and Simplification Act. Issue: Long Term Care permitted to be offered in cafeteria plans and FSA. S 158 - Access to Affordable Health Care Act. Issue: above the line deduction for long term care insurance. S. 555 - Simple Cafeteria Plan Act. Issue: Long term care insurance permitted to be offered in cafeteria plans and FSA. H.R. 2205/ S 1010 Retirement Security for Life Act. Issue: Tax Incentive for Non Qualified Annuities S. 1288 - Women's Retirement Act of 2007. Issue: federal tax treatment of annuities. S. 3952 - Automatic IRA Act of 2007. Issue: expand pension coverage. H.R.3361 -To make technical corrections related to the Pension Protection Act of 2006. Issue: technical corrections to PPA. S.1974- the Pension Protection Technical Corrections Act of 2007. Issue: technical corrections to PPA. H.R. 3185, the 401(k) Fair Disclosure for Retirement Security Act of 2007. Issue: Retirement plan fee disclosure. S. 2337/H.R. 3363 Long Term Care Affordability and Security Act of 2007. Issue: allows long term care insurance to be offered in employer sponsored cafeteria plans and FSA. S. 1809/ H.R. 3088 Long-Term Care Act of 2007. Issue: distributions from retirement plans should not be included in gross income if used to pay for LTC premiums. H.R. 3765 Defined Contribution Plan Fee Transparency Act of 2007. Issue: retirement plan fee disclosure. S. 1758 Community Living Assistance Services and Supports Act. Issue: reform of LTC financing. H.R. 2582 Qualified Long-Term Care Fairness Act of 2007. Issue: above the line deduction for LTC. S. 2121 Caregiver Assistance and Relief Effort Act of 2007. Issue: above the line deduction for LTC. S. 2473 Defined Contribution Fee Disclosure Act. Issue: retirement plan fee disclosure. S. 1087 Fair Pay Act. Issue: civil penalty impact on retirement plans. H.R. 2831 Lilly Ledbetter Fair Pay Act. Issue: civil penalty impact on retirement plans. H.R. 2419 Farm Bill Extension Act. Issue: Roth treatment for 457 contract… HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of   1219600 0 0 2008-10-15T13:08:22-04:00
666763 LOCKE LORD PUBLIC POLICY GROUP LLC f3bf02b1-c882-4378-890a-3152389204e5 Q3 LOCKE LORD PUBLIC POLICY GROUP LLC 300971 HOUSTON FIREFIGHTERS RELIEF AND RETIREMENT FUND 2008 third_quarter RET Amendments to the Pension Protection Act of 2006 HOUSE OF REPRESENTATIVES,SENATE 10000   0 0 2008-10-15T13:52:43-04:00
666943 NATIONAL BEER WHOLESALERS ASSOCIATION 3feee095-2dba-40d5-879d-e2fa32a2d27e Q3 NATIONAL BEER WHOLESALERS ASSOCIATION 27274 NATIONAL BEER WHOLESALERS ASSOCIATION 2008 third_quarter RET Multi-Employer Pension Plan Reform Alcohol & Tobacco Tax & Trade Bureau (TTB),HOUSE OF REPRESENTATIVES,SENATE   77575 0 0 2008-10-15T14:36:02-04:00
666981 INSURED RETIREMENT INSTITUTE 79575c9c-983f-4c48-aa48-9b40097f74e9 Q3 INSURED RETIREMENT INSTITUTE 285494 INSURED RETIREMENT INSTITUTE 2008 third_quarter RET Legislation regarding the tax treatment of annuities and variable products HOUSE OF REPRESENTATIVES,SENATE   50000 0 0 2008-10-15T14:42:19-04:00
667089 INTERNATIONAL ASSOCIATION OF MACHINISTS AND AEROSPACE WORKERS 54cb4f25-f947-491a-8be4-0d3f3c430ceb Q3 INTERNATIONAL ASSOCIATION OF MACHINISTS AND AEROSPACE WORKERS 19775 INTERNATIONAL ASSOCIATION OF MACHINISTS AND AEROSPACE WORKERS 2008 third_quarter RET Emergency Retiree Health Benefits Protection Act of 2007 HOUSE OF REPRESENTATIVES,Natl Mediation Board,SENATE   540000 0 0 2008-10-15T14:57:36-04:00
667231 NATIONAL ASSOCIATION OF LETTER CARRIERS 2d893b5d-f2ae-4ab6-8fa0-427f40ab363f Q3 NATIONAL ASSOCIATION OF LETTER CARRIERS 26898 NATIONAL ASSOCIATION OF LETTER CARRIERS 2008 third_quarter RET Retirement Issues HOUSE OF REPRESENTATIVES,SENATE   160000 0 0 2008-10-15T15:28:17-04:00
667804 FOOD MARKETPLACE INC. 079f014f-42bb-46dd-a83f-e1b7d1f61ede Q3 FOOD MARKETPLACE INC. 15097 FOOD MARKETPLACE INC 2008 third_quarter RET HR 6382, Pension Protection and Technical Corrections Act of 2008, Title I: pension technical corrections HR 3361, Pension Protection and Technical Corrections Act of 2008, Sec. 2-13, pension technical corrections S. 1974, Pension Protection and Technical corrections Act of 2008, Sec. 2-14, pension technical corrections Agriculture, Dept of (USDA),HOUSE OF REPRESENTATIVES,SENATE   1600130 0 0 2008-10-15T17:00:36-04:00
668469 NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION ad531281-b7f4-4db9-8dad-2ad71af3e0dd Q3 NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION 28674 NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION 2008 third_quarter RET Monitored, reacted to, and discussed policy concepts that will ensure NTCA is able to continue offering its high qaulity Retirement Security Plans to members, their employees and the association staff at affordable rates and on reasonable terms and conditions. During the reporting period, the association focused particular attention on the following: H.R. 3652 To amend title 11, United States Code, to improve protections for employees and retirees in business bankruptcies all sections. H.R. 6049 To amend the Internal Revenue Code of 1986 to provide incentives for energy production and conservation, to extend certain expiring provisions, to provide individual income tax relief focus on sections regarding distributions from retirement plans to individuals called to active military service. H.R.6382 To make technical corrections related to the Pension Protection Act of 2006 all sections. S. 2092 To amend title 11, United States Code, to improve protections for employees and retirees in business bankruptcies all sections Agriculture, Dept of (USDA),Executive Office of the President (EOP),Federal Communications Commission (FCC),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Natl Telecommunications & Information Administration (NTIA),SENATE   80000 0 0 2008-10-16T10:01:05-04:00
668710 ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG) 08c36ef5-f84c-423d-9fc9-847e1a0e0546 Q3 ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG) 57475 MERRILL LYNCH 2008 third_quarter RET General retirement issues; Pension reform; Retirement security Executive Office of the President (EOP),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of 152000   0 0 2008-10-16T10:53:42-04:00
668875 ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG) ca9290bf-d5bd-472f-8cc3-adf59a1b13fb Q3 ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG) 57475 CITIGROUP MANAGEMENT CORP (FORMERLY KNOWN AS CITIGROUP) 2008 third_quarter RET Pension reform; retirement savings Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of 80000   0 0 2008-10-16T11:12:47-04:00
668954 NELSON MULLINS RILEY & SCARBOROUGH 11d7a7dd-9c52-4664-8026-86905836fa15 Q3 NELSON MULLINS RILEY & SCARBOROUGH 285871 TEXAS CLASSROOM TEACHERS ASSOCIATION 2008 third_quarter RET HR82 and S206; Social Security Fairness Act of 2007 Education, Dept of,HOUSE OF REPRESENTATIVES,SENATE 10000   0 0 2008-10-16T11:23:24-04:00
669184 ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG) c76ad006-746b-4f26-a6f8-c948d16bfd91 Q3 ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG) 57475 PRUDENTIAL INSURANCE COMPANY OF AMERICA 2008 third_quarter RET Miscellaneous pension, retirement and savings issues HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of 50000   0 0 2008-10-16T11:51:43-04:00
669229 ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG) ac12fa0d-bbd6-4e81-a28c-cadbcc1cc50e Q3 ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG) 57475 SECURITIES INDUSTRY & FINANCIAL MARKETS ASSN. 2008 third_quarter RET Social Security and pension issues; retirement security Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of 80000   0 0 2008-10-16T11:59:08-04:00
669434 POLICY IMPACT COMMUNICATIONS, INC. 14260c0f-f424-4758-9505-a280299b4c22 Q3 POLICY IMPACT COMMUNICATIONS, INC. 31758 PRUDENTIAL FINANCIAL 2008 third_quarter RET S. 1010 - Retirement Security for Life Act of 207; S. 1141 - Automatic IRA Act of 2007; S. 1725 - Restoring Pension Promises to Workers Act; S. 2473 - Defined Contribution Fee Disclosure Act of 2007; H.R. 2205 - Retirement Security for Life Act of 2007; H.R. 4150 - Lifetime Pension Annuity for You Act of 2007; H.R. 3185 - 401(k) Fair Disclosure for Retirement Security Act of 2007; H.R. 2167 - Automatic IRA Act of 2007; H.R. 3765 - Defined Contribution Plan Fee Transparency Act of 2007; H.R. 3361 - Pension Protection Technical Correction Act of 2007 - provisions related to guaranteed lifetime income. HOUSE OF REPRESENTATIVES,SENATE 30000   0 0 2008-10-16T12:40:38-04:00
669580 DEERE & COMPANY e18b0948-bb1e-4dd0-8537-1f995fae5c40 Q3 DEERE & COMPANY 11878 DEERE & COMPANY 2008 third_quarter RET H.R. 3185: 401K Fair Disclosure for Retirement Security Act S. 400: Michelle's Law H.R. 3361: Pension Protection Technical Corrections Act H.R.6143: Pension Protection Act ERISA Amendments of 2008 Agriculture, Dept of (USDA),Environmental Protection Agency (EPA),HOUSE OF REPRESENTATIVES,SENATE   1040000 0 0 2008-10-16T13:04:43-04:00
669645 SQUIRE PATTON BOGGS b27928d9-9baa-4b7c-825a-34459c9305c3 Q3 SQUIRE PATTON BOGGS 30906 HILLSIDE CAPITAL INCORPORATED 2008 third_quarter RET Pension protection legislation. HOUSE OF REPRESENTATIVES,SENATE 30000   0 0 2008-10-16T13:15:04-04:00
669920 INTERNATIONAL ASSOCIATION OF FIRE FIGHTERS 8c2a33ad-3443-4f8a-9e6d-13c0365e0f3b Q3 INTERNATIONAL ASSOCIATION OF FIRE FIGHTERS 19753 INTERNATIONAL ASSOCIATION OF FIRE FIGHTERS 2008 third_quarter RET Retiree Health Care Pension Protection Technical Corrections Retirement Age Definition Social Security Coverage Defense, Dept of (DOD),Federal Communications Commission (FCC),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,SENATE,Transportation, Dept of (DOT)   80000 0 0 2008-10-16T13:49:41-04:00
670213 MOSS, MCGEE, BRADLEY AND COLBERT 60e61477-7184-4da0-9fcc-62480c4d3113 Q3 MOSS, MCGEE, BRADLEY AND COLBERT 292356 EXPERIENCE WORKS 2008 third_quarter RET Employment Related Issues Special Committee on Aging Education, Dept of,Energy, Dept of,HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Small Business Administration (SBA) 20000   0 0 2008-10-16T14:27:39-04:00
670244 ROCKWELL COLLINS, INC d4ad994a-239a-46f2-bc4a-5823785efaba Q3 ROCKWELL COLLINS, INC 68296 ROCKWELL AUTOMATION 2008 third_quarter RET Lobbied for no expansion of the current reporting requirements for 401Ks - Fee Disclosure HR3185 Commerce, Dept of (DOC),Defense, Dept of (DOD),Export-Import Bank of the United States (EXIM Bank),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),SENATE,State, Dept of (DOS),Treasury, Dept of,White House Office 56250   0 0 2008-10-16T14:29:56-04:00
670286 ROCKWELL COLLINS, INC 835162cd-40f2-4655-8be0-c116a622db29 Q3 ROCKWELL COLLINS, INC 68296 ROCKWELL COLLINS, INC 2008 third_quarter RET Limited reporting requirements of Automatic Enrollment (401K Reforms) in HR3185 Plan Fee Disclosure (no expansion of current reporting procedures) in HR3185 Commerce, Dept of (DOC),Defense, Dept of (DOD),Federal Aviation Administration (FAA),Federal Communications Commission (FCC),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Natl Aeronautics & Space Administration (NASA),Natl Science Foundation (NSF),Office of Management & Budget (OMB),Office of Science & Technology Policy (OSTP),SENATE,Transportation, Dept of (DOT),Treasury, Dept of   193905 0 0 2008-10-16T14:33:10-04:00
670382 NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC. bc64cab8-0ba5-49fc-9f67-0f3dd8d620d2 Q3 NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC. 26980 NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC. 2008 third_quarter RET S. 206 / H.R. 82 "Social Security Fairness Act of 2007" S. 1254 / H.R. 2988 "Governmental Pension Offset Reform" H.R. 6382 "Pension Protection Technical Corrections Act of 2008" Protection of Public Pension plans HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Justice, Dept of (DOJ),SENATE,Treasury, Dept of   40000 0 0 2008-10-16T14:42:31-04:00
670608 AZOA SERVICES CORP(ALLIANZ OF AMERICA) FORMERLY AZOA SERIVCES CORP/FIREMAN'S FUND(ALLIANZ OF AMERICA a64fa4c2-e3ca-435b-b37d-010fbc4dda2d Q3 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 2008 third_quarter RET Retirement security/investment issues: Supports two pieces of legislation, through the efforts of a trade association, that would promote investment and retirement securities. the bills are H.R. 2796 and S. 2126, the Generating Ownership through Long Term Holding (GROWTH) Act, which would defer taxation of automatically reinvested capital gains taxes until the time the mutual fund shares are sold and H.R. 2167, the Automatic IRA Act of 2007, which would allow employees not covered qualified retirement. plans to save for retirement through automatic payroll deposit IRAs and to facilitate similar savings by the self-employed. 401 (k) fee disclosure: Oppose bill recently approved by the House committee on Education and the Workforce, H.R. 3185, the 401 (k) Fair Disclosure for Retirement Security Act, which would require 401 (k) plan administrators to reveal charges associated with four categories of fees: administrative fees, investment management fees, transaction fees, and other costs. Commodity Futures Trading Commission (CFTC),HOUSE OF REPRESENTATIVES,Risk Management Agency,Securities & Exchange Commission (SEC),SENATE,State, Dept of (DOS),Treasury, Dept of   350000 0 0 2008-10-16T15:07:23-04:00
671029 GENWORTH FINANCIAL, INC. fa94dab6-e417-42e0-ab28-108ef90638ba Q3 GENWORTH FINANCIAL, INC. 302118 GENWORTH FINANCIAL, INC. 2008 third_quarter RET PL109-280 To provide Economic Security for All Americans, and for other purposes - The Pension Protection Act of 2006 HR2205 Retirement Security for Life Act of 2007 S1010 Retirement Security for Life Act of 2007 Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE   640000 0 0 2008-10-16T15:55:36-04:00
671099 NATIONAL FRATERNAL ORDER OF POLICE 1d05c7cb-7a7a-4c7b-9ebe-dca74dc08b0d Q3 NATIONAL FRATERNAL ORDER OF POLICE 27866 NATIONAL FRATERNAL ORDER OF POLICE 2008 third_quarter RET H.R. 1073/S. 1354, the Law Enforcement Officers Equity Act, would provide 6 (c) benefits to approximately 30,000 Federal law enforcement officers who currently do not have them; H.R. 1661/S. 1357, the Federal Law Enforcement Pension Adjustment Equity Act, would permit certain annuitants of the retirement programs of the United States Park Police and United States Secret Service Uniformed Division to receive the adjustments in pension benefits to which such annuitants would otherwise be entitled as a result of new salary schedules; H.R. 3361/H.R. 6382, the Pension Protection Technical Corrections Act, would make some technical corrections to the Pension Protection Act, which was enacted in 2006; S. 1729, the Enhanced Financial Recovery and Equitable Retirement Treatment Act, would provide Assistant U.S. Attorneys and other Federal prosecutors with enhanced law enforcement retirement benefits; Federal Communications Commission (FCC),HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),Natl Institute of Justice,SENATE,White House Office   55000 0 0 2008-10-16T16:01:59-04:00
671160 THE TIMKEN COMPANY 4d53fe01-5082-41fd-ac3c-73fa5659abca Q3 THE TIMKEN COMPANY 38153 TIMKEN COMPANY 2008 third_quarter RET Defined Contribution Plans - 401(k) HOUSE OF REPRESENTATIVES,SENATE   110000 0 0 2008-10-16T16:10:07-04:00
671196 ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG) 05d85a6c-0768-4f96-99fe-7524fac9d55a Q3 ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG) 57475 AK STEEL HOLDING CORPORATION 2008 third_quarter RET Misc. retirement and pension issues Commerce, Dept of (DOC),Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Transportation, Dept of (DOT),Treasury, Dept of,U.S. Trade Representative (USTR) 60000   0 0 2008-10-16T16:16:29-04:00
671235 ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG) 9e90ec9e-ab16-4c2e-9dae-aa3fc80f3bda Q3 ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG) 57475 FORD MOTOR COMPANY 2008 third_quarter RET Pension reform HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of 60000   0 0 2008-10-16T16:19:51-04:00
671383 THE NICKLES GROUP, LLC f263dff7-e90f-4ba2-a23f-de408882d922 Q3 THE NICKLES GROUP, LLC 293335 AMERICAN INTERNATIONAL GROUP 2008 third_quarter RET H.R. 3185, 401(K) Fair Disclosure for Retirement Security Act of 2007; S. 2473, Defined Contribution Fee Disclosure Act of 2007, issues related to fees included in retirement savings plans; issues related to pension policy and impact on insurance and financial services. HOUSE OF REPRESENTATIVES,SENATE 60000   0 0 2008-10-16T16:37:12-04:00
672004 MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY 93a5e557-fc46-4a77-aec9-9f08329c2776 Q3 MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY 23986 MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY 2008 third_quarter RET See Addendum S. 1010, Retirement Security for Life Act of 2007. S. 1141, Automatic IRA Act of 2007. S. 1288, Womens Retirement Security Act of 2007. S. 1725, "Restoring Pension Promises to Workers Act". S. 1974, "Pension Protection Technical Corrections Act of 2007". S. 2473, "Defined Contribution Fee Disclosure Act of 2007". S. 3278, "No Participant Loans from a Debit Card". H.R. 2167, Automatic IRA Act of 2007 (H.R. 2167, S. 1141). H.R. 2205, Retirement Security for Life Act of 2007. H.R. 2683, "Pension Security Act of 2007". H.R. 3185, "401(k) Fair Disclosure for Retirement Security Act of 2007". Rep Andrews Amendement to H.R. 3185, "The Fair Disclosure for Retirement Security Act" (4/15/08). H.R. 3361, "Pension Protection Technical Corrections Act of 2007". H.R. 3765, "The Defined Contribution Fee Transparency Act of 2007". H.R. 3868, Bill to delay the PPA defined benefit funding rules for one year. H.R. 5160, "Small Business Add Vaue for Employees Act of 2008". H.R. 6143, "The Pension Protection Act ERISA Amendments of 2008". H.R. 6382, "Pension Protection Technical Corrections Act of 2008". H.R. 6708, "No Participant Loans from a Debit Card". DOL Final Regulations and Revisions to the 2007 Form 5500 Annual Return/Report, 72 F.R. 64710-64730 (11/16/07). DOL Final Rule and Regulation (Section 2550.404-4) on Safest Available Annuity 73 F.R. 58447-58540 (10/7/08). DOL Proposed Rule, Reasonable Contracts or Arrangements under Section 408(b)(2) - Fee Disclosure, 72 F.R. 70988-71005 (12/13/07). DOL Proposed Regulation on Provision of Investment Advice and DOL Proposed Class Exemption for Provision of Investment Advice, Prop. DOL Reg. Sec. 2550.404a-5 and 2550.404c-1, 73 F.R. 43039 and 43043 (7/23/08). Request to the Treasury Department and IRS on the application of the backloading accrual rules to hybrid pension plan conversions. IRS Revenue Ruling 2008-07, "Guidance on Backloading Rules". IRS Revenue Ruling 2008-45, "Transfer of Pension Plan Sponsorship". Federal Reserve System,HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of,White House Office   780000 0 0 2008-10-16T18:52:16-04:00
673138 AARP 1d46f2c3-9c8b-4b3b-b4a6-c1a92cd4cee8 Q3 AARP 1694 AARP 2008 third_quarter RET HR 2167/ S 1141 Automatic IRA Act of 2007 - Provisions related to establishing an auto IRA for workers not covered by pension plan. HR 5140 Recovery Rebates and Economic Stimulus for the American People Act of 2008 - Discussed implementation of the economic stimulus package, including rebates for older Americans and IRS funding for implementation. Lobbied for long-term financial security (no bill). S 3230 Labor, HHS, Education, Appropriations - Lobbied for adequate funding for Social Security Administration budget. S 2063/HR 3655- Bipartisan Task Force for Responsible Fiscal Action Act of 2007 Senate Budget: Entitlement Task Force (could cut Social Security and Medicare benefits). Discussed options to strengthen and improve long term financing and operations of social security program (no Bill). Lobbying for increased spending to reduce SSA disability claim backlog (no Bill). Discussed increased bankruptcy among 50+ population (no Bill). HR 3765(Defined Contribution Plan Fee Transparency Act of 2007), S 2473 Defined Contribution Fee Disclosure Act of 2007, HR 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 - Amends the Employee Retirement Income Security Act of 1974 (ERISA) to prohibit an administrator of an individual account plan that includes a qualified cash or deferred arrangement to enter into any contract for services to the plan without a written statement that identifies who will be performing such services, describes each such service, and specifies the expected total annual cost of such services. Requires the Secretary of Labor to prescribe a model statement that may be used for purposes of satisfying such requirements. Limits the requirements for such a statement to contracts for services if the total cost for such services equals or exceeds $1,000. Discussed AARP's concerns about garnishment of Social Security checks by banks and payday lenders and check cashers. HR 2642 Military Construction and Veterans Affairs Appropriations Act - Lobbied for funding for IRS/SSA and from IRS t… Administration on Aging,Commerce, Dept of (DOC),Equal Employment Opportunity Commission (EEOC),Federal Communications Commission (FCC),Federal Reserve System,Government Accountability Office (GAO),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),SENATE,Social Security Administration (SSA),Treasury, Dept of,White House Office   7330000 0 0 2008-10-17T10:59:33-04:00
673446 NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION (NRECA) 05a3078b-1035-43b8-9152-01f3489f157c Q3 NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION (NRECA) 28515 NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION (NRECA) 2008 third_quarter RET S. 190: To provide a technical correction to the Pension Protection Act of 2006 S. 206: Social Security Fairness Act of 2007 S. 349: Small Business and Work Opportunity Act of 2007 S. 709: Older Worker Opportunity Act of 2007 S. 1040: Tax Simplification Act of 2007 S. 1141: Automatic IRA Act of 2007 S. 1208: Social Security Account Number Protection Act S. 1288: Women's Retirement Security Act of 2007 S. 1974: Pension Protection Technical Corrections Act of 2008 S. 2547: Fair and Simple Tax Act of 2008 H.R. 82: Social Security Fairness Act of 2007 H.R. 531: Retirement Security Education Act of 2007 H.R. 1322: Emergency Retiree Health Benefits Protection Act of 2007 H.R. 2002: Individual Social Security Investment Program Act of 2007 H.R. 2167: Automatic IRA Act of 2007 H.R. 2657: Employee Benefits Protection Act of 2007 H.R. 2683: Pension Security Act of 2007 H.R. 3361: Pension Protection Technical Corrections Act of 2008 H.R. 5105: Fair and Simple Tax Act of 2008 H.R. 5160: SAVE Act of 2008 H.R. 5316: Universal Economic Stimulus Act of 2008 H.R. 5543: Women's Retirement Security Act of 2008 HOUSE OF REPRESENTATIVES,SENATE   1113000 0 0 2008-10-17T11:24:13-04:00
673504 VANGUARD GROUP ae19ea63-1b6c-49b6-b15a-e83ecd191e3b Q3 VANGUARD GROUP 291058 VANGUARD GROUP 2008 third_quarter RET H.R. 3185 - 401(k) Fair Disclosure for Retirement Security Act H.R. 3765 - Defined Contribution Plan Fee Transparency Act S. 2473 - Defined Copntribution Fee Disclosure Act (See addendum page) S. 1141/H.R. 2167 - Automatic IRA Act S. 1974/H.R. 3361 - Pension Protection Technical Corrections Act HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of   420000 0 0 2008-10-17T11:27:17-04:00
673655 DUANE MORRIS GOVERNMENT AFFAIRS 46dc0887-9364-4c80-8554-d03363646042 Q3 DUANE MORRIS GOVERNMENT AFFAIRS 49657 NATIONAL ASSOCIATION OF REAL ESTATE INVESTMENT TRUSTS 2008 third_quarter RET H.R. 6500, the "Thrift Savings Plan Enhancement Act of 2008." Federal Retirement Thrift Investment Board,HOUSE OF REPRESENTATIVES,SENATE 30000   0 0 2008-10-17T11:38:41-04:00
673749 TRANSPORTATION COMMUNICATIONS NATIONAL UNION/IAM (FKA TRANSPORTATION COMMUNICATI 7d04d94e-bdc6-4ada-af3c-89354d2095a8 Q3 TRANSPORTATION COMMUNICATIONS NATIONAL UNION/IAM (FKA TRANSPORTATION COMMUNICATI 38368 TRANSPORTATION COMMUNICATIONS NATIONAL UNION/IAM (FKA TRANSPORTATION COMMUNICATI 2008 third_quarter RET Amtrak - Budget and Appropriation for FY 2008, all provisions relating to rail. S 136 - National Domestic Preparedness Consortium Expansion Act of 2007, railway-related provisions. S 294, Passenger Rail Investment and Improvement Act of 2007, provisions applying to all appropriations for Amtrak for FY2007-FY2012. S 772 & HR 1650 Railroad Antitrust Enforcement Act of 2007, provisions relating to railroads. HR 2701 - Transportation Energy Security and Comate Change Mitigation Act of 2007, provisions relating to railroads. S. 1889 - Railroad Safety Enhacement Act of 2007; all provisions. HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Surface Transportation Board (STB),Transportation, Dept of (DOT)   120000 0 0 2008-10-17T11:49:07-04:00
674036 ALLIED PILOTS ASSOCIATION e35b70b3-4f0f-4f89-87b4-63671e93a76f Q3 ALLIED PILOTS ASSOCIATION 40046359 ALLIED PILOTS ASSOCIATION 2008 third_quarter RET GENERAL PENSION PLAN ISSUES Working on preservation of defined benefit plans Federal Aviation Administration (FAA),HOUSE OF REPRESENTATIVES,SENATE,State, Dept of (DOS),Transportation, Dept of (DOT)   70000 0 0 2008-10-17T12:15:28-04:00
674073 ALBERTINE ENTERPRISES, INC. b18a7b9d-7cc4-4bf7-8a1d-f2af4239ab37 Q3 ALBERTINE ENTERPRISES, INC. 795 ALLIED PILOTS ASSOCIATION 2008 third_quarter RET Issues related to pension security and solvency HOUSE OF REPRESENTATIVES,SENATE 12000   0 0 2008-10-17T12:19:44-04:00
674153 RETIRESAFE 0507d120-c5ea-4e1b-acbe-454a7834faa4 Q3 RETIRESAFE 11025 RETIRESAFE 2008 third_quarter RET H.R. 1953, H.R 2032 - FAIR COLA bills H.R 358, H.R. 288 - Notch Reform H.R. 93 - Social Security Protection Act H.R. 149 - Social Security Earnings Tax Repeal Emergency Social Security COLA Increase Centers For Medicare and Medicaid Services (CMS),HOUSE OF REPRESENTATIVES,Patent & Trademark Office (PTO),SENATE   119217 0 0 2008-10-17T12:26:10-04:00
674280 DAVIS & HARMAN LLP f6333ebf-2025-4e73-a6ad-50eed0d6555a Q3 DAVIS & HARMAN LLP 11674 TRANSAMERICA LIFE INSURANCE COMPANY 2008 third_quarter RET Proposals making technical corrections to the Pension Protection Act of 2006, including H.R. 3361, H.R. 6382, and S. 1974, Pension Protection Technical Corrections Act. Proposals related to the Saver's Credit. Proposals related to defined contribution plan fees and fee disclosure practices, including H.R. 3765, the Defined Contribution Fee Transparency Act, H.R. 3185, 401(k) Fair Disclosure for Retirement Security Act, and S. 2473, Defined Contribution Fee Disclosure Act. S. 1288, Women's Retirement Security Act. Proposals relating to small business pension coverage. Proposals related to mandatory universal savings accounts. Proposals related to investment education. Proposals for comprehensive pension and retirement savings legislation. HOUSE OF REPRESENTATIVES,SENATE 10000   0 0 2008-10-17T12:39:44-04:00
674650 DAVIS & HARMAN LLP d676ac73-e4fd-4a4d-a178-cb0781cc7a48 Q3 DAVIS & HARMAN LLP 11674 FINANCIAL EXECUTIVES INTERNATIONAL 2008 third_quarter RET Proposals affecting retirement, health and other Employee Benefit plans, including making technical corrections to The Pension Protection Act of 2006 including H.R. 3361, H.R. 6382, and S. 1974, Pension Protection Technical Corrections Act. H.R. 6143, Pension Protection Act ERISA Amendments. HOUSE OF REPRESENTATIVES,SENATE 10000   0 0 2008-10-17T13:17:43-04:00
674753 BGR GOVERNMENT AFFAIRS e713fa38-af66-45ee-bb56-97067569fbba Q3 BGR GOVERNMENT AFFAIRS 5357 MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (MASSMUTUAL FINANCIAL GROUP) 2008 third_quarter RET H.R. 5160, Small Business Add Value for Employers Act of 2008; H.R. 6143, The Pension Protection Act - ERISA Amendments of 2008; H.R. 3361, Pension Protection Technical Corrections Act of 2008. HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of 30000   0 0 2008-10-17T13:28:34-04:00
674774 DAVIS & HARMAN LLP 416f2496-5ab7-425a-961f-73772b030c08 Q3 DAVIS & HARMAN LLP 11674 AMERICAN BENEFITS COUNCIL 2008 third_quarter RET Proposals making technical corrections to The Pension Protection Act of 2006, including H.R. 3361, H.R. 6382, and S. 1974, The Pension Protection Technical Corrections Act and H.R. 6143, Pension Protection Act ERISA Amendments. Proposals related to older workers' incentives. Proposals related to hybrid pension plan guidance, including application of the backloading rules. Proposals related to reform of the minimum required distribution rules. Proposals related to mandatory savings accounts. Proposals related to defined contribution plan fees and fee disclosure practices, including H.R. 3765, The Defined Contribution Fee Transparency Act, H.R. 3185, 401(k) Fair Disclosure for Retirement Security Act, and S. 2473, Defined Contribution Fee Disclosure Act. S. 1288, Women's Retirement Security Act. H.R. 2831/S. 1843, The Lilly Ledbetter Fair Pay Act. Proposals related to asset averaging/smoothing rules of the Pension Protection Act of 2006. H.R. 3868, a bill to delay The Pension Protection Act defined benefit funding rules. Proposal to expand Code Section 401(h) to apply to all types of defined contribution plans. S. 1141/H.R. 2167, Automatic IRA Act of 2007. H.R. 5160, Small Business Add Value for Employees Act. Proposals related to expansion of Internal Revenue Code Section 420. Proposals related to retirement plan leakage. H.R. 3997, Emergency Economic Stabilization Act. Proposals related to commodities speculation as they affect retirement plans, including H.R. 6604, Commodity Markets Transparency and Accountability Act, S. 3248, Commodity Speculation Reform Act, and S. 3268, Stop Excessive Energy Speculation Act. Proposals for comprehensive pension and retirement savings legislation. Proposals related to qualfied supplemental executive retirement plans. HOUSE OF REPRESENTATIVES,SENATE 60000   0 0 2008-10-17T13:33:11-04:00
674786 DAVIS & HARMAN LLP c07d4234-bc52-432a-a57b-dcc46541d320 Q3 DAVIS & HARMAN LLP 11674 GENWORTH FINANCIAL INC 2008 third_quarter RET S. 1010/H.R. 2205, Retirement Security for Life Act. S. 1288, Women's Retirement Security Act. Proposals making technical corrections to The Pension Protection Act of 2006, including H.R. 3361, H.R. 6382, and S. 1974, Pension Protection Technical Corrections Act. Proposals related to annuitization, including H.R. 4150, Lifetime Pension Annuity for You Act. Proposals related to defined contribution plan fees and fee disclosure practices, including H.R. 3765, The Defined Contribution Fee Transparency Act, H.R. 3185, 401(k) Fair Disclosure for Retirement Security Act, and S. 2473, Defined Contribution Fee Disclosure Act. Proposals for comprehensive pension and retirement savings legislation. HOUSE OF REPRESENTATIVES,SENATE 40000   0 0 2008-10-17T13:34:17-04:00
674826 SQUIRE PATTON BOGGS 7d36aa77-c02b-4c9a-b65a-ec09b3a0191b Q3 SQUIRE PATTON BOGGS 30906 PEACE OFFICERS RESEARCH ASSOCIATION OF CALIFORNIA 2008 third_quarter RET Social Security benefits (H.R. 82, S. 206) HOUSE OF REPRESENTATIVES,SENATE 40000   0 0 2008-10-17T13:37:05-04:00
674833 DAVIS & HARMAN LLP 22a51417-4bd5-4199-986d-2ab86f3e8ee8 Q3 DAVIS & HARMAN LLP 11674 MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY 2008 third_quarter RET S. 1288, Women's Retirement Security Act. H.R. 2167/S.1141, Automatic IRA Act of 2007. Proposals related to defined contribution plan fees and fee disclosure practices, including H.R. 3185, 401(k) Fair Disclosure for Retirement Security Act, Representative Andrews amendment to H.R. 3185 (4/15/08), H.R. 3765, The Defined Contribution Fee Transparency Act, and S. 2473, Defined Contribution Fee Disclosure Act. Proposals making technical corrections to The Pension Protection Act of 2006, including H.R. 3361, H.R. 6382, and S. 1974, Pension Protection Technical Corrections Act, and H.R. 6143, Pension Protection Act ERISA Amendments. H.R. 3868, a bill to delay the Pension Protection Act defined benefit funding rules for one year. Proposals related to retirement plan leakage, including S. 3278/H.R. 6708, legislation restricting qualified plan loans. Proposals for comprehensive pension and retirement savings legislation. HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2008-10-17T13:37:26-04:00
674842 DAVIS & HARMAN LLP a34faa4c-6f1f-48e8-baf8-5eada3013a83 Q3 DAVIS & HARMAN LLP 11674 NATIONWIDE INSURANCE COMPANIES 2008 third_quarter RET Proposals making technical corrections to The Pension Protection Act of 2006, including H.R. 3361, H.R. 6382, and S. 1974, Pension Protection Technicals Corrections Act. Proposals related to hybrid pension plan guidance, including application of the backloading rules. Proposals related to defined contribution plan fees and fee disclosure practices, including H.R. 3765, The Defined Contribution Fee Transparence Act, H.R. 3185, 401(k) Fair Disclosure for Retirement Security Act, and S. 2473, Defined Contribution Fee Disclosure Act. Proposals related to mandatory universal savings accounts. Proposals related to 457 state and local government retirement plans. Proposals related to asset averaging/smoothing rules of The Pension Protection Act of 2006. S. 1288, Women's Retirement Security Act. Proposals related to older workers' incentives. H.R. 7060, Renewable Energy and Job Creation Act. Proposals for comprehensive pension and retirement savings legislation. HOUSE OF REPRESENTATIVES,SENATE 10000   0 0 2008-10-17T13:38:31-04:00
674867 DAVIS & HARMAN LLP 5bce8051-2d17-4b35-b488-be9deba31451 Q3 DAVIS & HARMAN LLP 11674 TIAA 2008 third_quarter RET S.1288, Women's Retirement Security Act. Proposals making technical corrections to The Pension Protection Act of 2006, including H.R. 3361, H.R. 6382, and S. 1974, Pension Protection Technical Corrections Act. Proposals related to The Pension Protection Act's qualified optional survivor annuity provision. Proposals related to defined contribution plan fees and fee disclosure practices, including H.R. 3765, The Defined Contribution Fee Transparency Act, H.R. 3185, 401(k) Fair Disclosure for Retirement Security Act, and S. 2473, Defined Contribution Fee Disclosure Act. Proposals related to reform of the minimum required distribution rules. Proposals related to retirement plan leakage. Proposals related to commodities speculation as they affect retirement plans, including H.R. 6604, Commodity Markets Transparency and Accountability Act, S. 3248, Commodity Speculation Reform Act, and S. 3268, Stop Excessive Energy Speculation Act. Proposals for comprehensive pension and retirement savings legislation. HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2008-10-17T13:41:37-04:00
674876 DAVIS & HARMAN LLP 3b30c4dc-48ed-4e88-9a13-09f2bec959db Q3 DAVIS & HARMAN LLP 11674 VARIABLE ANNUITY LIFE INSURANCE CO (VALIC) 2008 third_quarter RET S. 1288, Women's Retirement Security Act. Proposals making technical corrections to The Pension Protection Act of 2006, including H.R. 3361, H.R. 6382, and S. 1974, The Pension Protection Technical Corrections Act. Proposals related to annuitization, including H.R. 4150, Lifetime Pension Annuity for You Act. Proposals related to reform of the minimum required distribution rules. Proposals related to defined contribution plan fees and fee disclosure practices, including H.R. 3765, The Defined Contribution Fee Transparencies Act, H.R. 3185, 401(k) Fair Disclosure for Retirement Security, and S. 2473, Defined Contribution Fee Disclosure Act. Proposals related to mandatory universal savings accounts. Proposals related to retirement plan leakage. HOUSE OF REPRESENTATIVES,SENATE     0 0 2008-10-17T13:42:40-04:00
674905 DAVIS & HARMAN LLP d1eec0a8-57fa-40e5-9712-13d2b1cc2b42 Q3 DAVIS & HARMAN LLP 11674 WILLIS NORTH AMERICA INC 2008 third_quarter RET Proposals related to cash balance and other hybrid pension plans, including application of the backloading rules and other issues. Proposals making technical corrections to The Pension Protection Act of 2006, including H.R. 3361, H.R. 6382 and S. 1974, Pension Protection Technical Corrections Act. Proposals for comprehensive pension and retirement savings legislation. Proposals related to qualified supplemental executive retirement plans. HOUSE OF REPRESENTATIVES,SENATE 10000   0 0 2008-10-17T13:43:46-04:00
674971 ALFRED W. CORS, JR 65a21873-b7f4-49f7-8f98-e9a00924c2b6 Q3 ALFRED W. CORS, JR 285277 RETIRESAFE 2008 third_quarter RET H.R. 1953, H.R 2032 - FAIR COLA bills H.R 358, H.R. 288 - Notch Reform H.R. 93 - Social Security Protection Act H.R. 149 - Social Security Earnings Tax Repeal Emergency Social Security COLA Increase Centers For Medicare and Medicaid Services (CMS),HOUSE OF REPRESENTATIVES,Patent & Trademark Office (PTO),SENATE 18350   0 0 2008-10-17T13:46:00-04:00
674987 PACIFIC LIFE INSURANCE COMPANY 3f92f310-8f12-4a88-9f6f-9f23badd757d 3A PACIFIC LIFE INSURANCE COMPANY 309754 PACIFIC LIFE INSURANCE COMPANY 2008 third_quarter RET Plan Fees, Investment Advice, Annuitization Initiatives Federal Communications Commission (FCC),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of   177348 0 0 2008-10-17T13:47:02-04:00
675209 NATIONAL ASSOCIATION FOR UNIFORMED SERVICES 0acff302-8a4a-4d59-9b76-30965c50a98c Q3 NATIONAL ASSOCIATION FOR UNIFORMED SERVICES 26615 NATIONAL ASSOCIATION FOR UNIFORMED SERVICES 2008 third_quarter RET To protect the cost of living adjusted Social Security payments by ensuring that any major changes mad would grandfather retirees and those near retirement; to improve the Medicare benefit and provide adequate reimburement rates to health care professionals; establish a Comsumer Price Index for Elderly (CPI-E) to compute cost of living increases for Social Security and other Medicare beneficiaries; phase out the taxation of Social Security Benefits; repeal the government pension offset and windfall elimination provisions; include a Social Security Lockbox. Defense, Dept of (DOD),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Office of Personnel Management (OPM),SENATE,Veterans Affairs, Dept of (VA),White House Office   42017 0 0 2008-10-17T14:12:31-04:00
675271 NATIONWIDE MUTUAL INSURANCE COMPANY f88f5424-ddd7-4f3d-9b37-6869945fddca Q3 NATIONWIDE MUTUAL INSURANCE COMPANY 26411 NATIONWIDE MUTUAL INSURANCE COMPANY 2008 third_quarter RET HR 2205/S 1010 - "Retirement Security for Life Act" - tax incentives for the purchase of annuities S 1288 - "Women's Retirement Act of 2007" - all retirement savings incentives and support, automatic IRA, savers credit HR 2167/S 1141 - "Automatic IRA Act of 2007" - Automatic IRA's for small employers HR 3361/S 1974 - "Pension Protection Technical Corrections Act of 2007" - Monitoring all provisions to prepare for practical implications HR 3185 - "The 401K Fair Disclosure for Retirement Security Act of 2007" - Unbundling, mandatory index fund, so-called guaranteed investment contract fees, basis point issues S 2473 - "Defined Contribution Fee Disclosure Act" - Unbundling/categories of disclosure HR 3765 - "Defined Contribution Plan Fee Transparency Act of 2007" - 457 plan fee disclosure HR 5160 - "SAVE Act" - Automatic IRAs for small employers HR 2831 - "Lilly Ledbetter Fair Pay Act" - provisions related to "each time compensation is paid" HR 4839/HR 4195/S 2374 - "Tax Technical Corrections Act of 2007" - Pension Protection Act technical correction provisions HR 2419/S 2302 - "Farm Bill Extension Act" - Potential Roth 457 inclusion HR 3997 - "Defenders of Freedom Tax Act/Heroes Earnings Assistance and Relief Act" - Pension plan provisions HR 3997 - "Defenders of Freedom Tax Act/Heroes Earnings Assistance and Relief Act" - Pension plan provisions HR 2/S2 - "Fair Minimum Wage Act of 2007" - Potential inclusion of "Portable, Lifelong, Universal Savings" (PLUS) accounts Federal Emergency Management Agency (FEMA),Federal Trade Commission (FTC),HOUSE OF REPRESENTATIVES,Housing & Urban Development, Dept of (HUD),Internal Revenue Service (IRS),Justice, Dept of (DOJ),Labor, Dept of (DOL),Office of Thrift Supervision (OTS),SENATE,Treasury, Dept of,U.S. Copyright Office   610000 0 0 2008-10-17T14:18:24-04:00
675451 WEBSTER, CHAMBERLAIN & BEAN, LLP 19df54b8-a282-4a26-bb35-c4476e03e59b Q3 WEBSTER, CHAMBERLAIN & BEAN, LLP 40830 NATIONAL ORGANIZATION OF SOCIAL SECURITY CLAIMANTS' REPRESENTATIVES 2008 third_quarter RET Social Security issues HOUSE OF REPRESENTATIVES 10000   0 0 2008-10-17T14:34:20-04:00
675538 ARENTFOX SCHIFF LLP dd4b249b-3978-406c-92bb-b9e9ea240ae2 Q3 ARENTFOX SCHIFF LLP 4208 PUBLIC DEFENDER SERVICE FOR THE DISTRICT OF COLUMBIA 2008 third_quarter RET H.R. 5600 (District of Columbia Court, Offender Supervision, Parole, and Public Defender Employees Equity Act of 2008), Public Defender Service retirement system HOUSE OF REPRESENTATIVES     0 0 2008-10-17T14:42:40-04:00
675599 NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS 542a3dec-33a7-4e84-adac-a9145bccac53 Q3 NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS 26901 NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS 2008 third_quarter RET HR 2830 & 1783-The Pension Protection Act-NAIFA supports legislation allowing advisors who represent companies administering 401(k) type plans to give investment advice to employees participating in those plans. HR 205 & S. 1010 - Retirement Security for Life Act would grant a federal tax exclusion up to $20,000 per year in lifetime payments from non-qualified annuuities - NAIFA supports. HR. 2912 - Flexible Retirement for Life Act would grant the same exclusion as HR 819 but phase in the dollar amount starting at $1,000 in 2006 and increasing to $20,000 by 2015. HR 2951 & 1359 - NAIFA supports tax incentives for both qualified and non-qualified annuities. S-2794 - Senior Investor Protection Act of 2008 provides grants to states to address issues pertaining to the marketing and sale of financial products to senior citizens. NAIFA has concerns about several provisions in the bill. HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of   315000 0 0 2008-10-17T14:49:13-04:00
675659 AMERICAN BANKERS ASSOCIATION 86de851b-5c20-45a6-a20a-7b31227e67af Q3 AMERICAN BANKERS ASSOCIATION 1785 AMERICAN BANKERS ASSOCIATION 2008 third_quarter RET S. 1141, the Automatic IRA Act of 2007(all provisions) H.R. 2167, the Automatic IRA Act of 2007(all provisions) H.R. 3185, the 401(k) Fair Disclosure for Retirement Security Act of 2007 (all provisions) S.2473, the Defined Contribution Fee Disclosure Act of 2007 S. 3268, the Commodity Markets Transparency and Accountability Act of 2008 (provisions to restrict commodity investments by pension funds) H.R. 3361, Pension Protection Technical Corrections Act of 2008 H.R. 6604, the Commodity Markets Transparency and Accountability Act of 2008 (provisions to restrict commodity investments by pension funds) Pension Protection Act Implementation (all provisions, including rules for Type III supporting organizations) 401(K) Fee Transparency Defense, Dept of (DOD),Federal Reserve System,HOUSE OF REPRESENTATIVES,Housing & Urban Development, Dept of (HUD),Justice, Dept of (DOJ),Labor, Dept of (DOL),Office of Management & Budget (OMB),SENATE,Social Security Administration (SSA),Treasury, Dept of,White House Office   2340000 0 0 2008-10-17T14:55:41-04:00
675692 HANCE SCARBOROUGH d9732d10-bac5-4392-a1fa-7d877aa59f34 Q3 HANCE SCARBOROUGH 17443 ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS 2008 third_quarter RET HR 4391/S. 2455, Public Retirement Protection Act HR 594/S. 349, Social Security Fairness Act HOUSE OF REPRESENTATIVES,SENATE     0 0 2008-10-17T14:58:12-04:00
675763 THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY 075630ab-24af-4517-aa02-d7666be8db42 Q3 THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY 29607 THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY 2008 third_quarter RET See attachment. RET Third Quarter Report 2008 HR 46 - Small Business Tax Fairness and Simplification Act. Issue: Long Term Care permitted to be offered in cafeteria plans and FSA. H.R. 1424 Emergency Economic Stabilization Act of 2008. Issue: executive com restrictions and 401(k) asset recovery. H.R. 2205/ S 1010 Retirement Security for Life Act. Issue:Tax Incentive for Non Qualified Annuities H.R. 2419 Farm Bill Extension Act. Issue: Roth treatment for 457 contracts. H.R. 2582 Qualified Long-Term Care Fairness Act of 2007. Issue: above the line deduction for LTC. H.R. 3185, the 401(k) Fair Disclosure for Retirement Security Act of 2007. Issue: Retirement plan fee disclosure. H.R. 3361 -To make technical corrections related to the Pension Protection Act of 2006. Issue: technical corrections to PPA. H.R. 3765 Defined Contribution Plan Fee Transparency Act of 2007. Issue: retirement plan fee disclosure. H.R. 3997 Defenders of Freedom Tax Act/ Heroes Earnings Assistance and Relief Act. Issue: military access to retirement monies. H.R. 5160 Small Business Add Value for Employees Act of 2008. Issue: expand pension coverage. H.R. 5559 The Long Term Care and Retirement Security Act of 2008. Issue: LTC in cafeteria and FSA and above the line deductions for LTC premiums. H.R. 6143 Pension Protection Act ERISA Amendments of 2008. Issue: Retirement plan modifications. H.R. 6237 The Tax Relief for Long Term Care Act of 2008. Issue: tax credit for LTC insurance premiums. H.R. 6357 Protecting Records, Optimizing Treatments, and Easing Communications Through Healthcare Technology Act of 2008 (ProTECHt Act) H.R. 6382 Pension Protection Act Technical Corrections. Issue: Retirement plan modifications H.R. 7242 Pension Protection Act IRC Amendments of 2008. Issue: LTC and annuity clarification; Tax free exchange provisions for LTC. S. 158 - Access to Affordable Health Care Act. Issue: above the line deduction for long term care insurance. S. 555 - Simple Cafeteria Plan Act. Issue: Long term c… HOUSE OF REPRESENTATIVES,SENATE   830000 0 0 2008-10-17T15:04:03-04:00
675790 AETNA INC. 99af9349-f725-4357-8ecf-137d63ef10d2 Q3 AETNA INC. 352 AETNA INC 2008 third_quarter RET HR 3361, Pension Protection Technical Corrections Act of 2008; HR 6143, Pension Protection Act ERISA Amendments of 2008 Executive Office of the President (EOP),Food & Drug Administration (FDA),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of   452449 0 0 2008-10-17T15:05:08-04:00
675871 EASTMAN KODAK COMPANY 092b7120-0f93-4548-bb1a-808d9d4fc675 Q3 EASTMAN KODAK COMPANY 13016 EASTMAN KODAK COMPANY 2008 third_quarter RET HR.1424 The Emergency Economic Stabilization Act Environmental Protection Agency (EPA),Federal Trade Commission (FTC),HOUSE OF REPRESENTATIVES,SENATE,U.S. Trade Representative (USTR)   380000 0 0 2008-10-17T15:10:06-04:00
676038 NEW YORK LIFE INSURANCE COMPANY 333357a0-5962-4339-bb5e-d16f4ea1dd5a Q3 NEW YORK LIFE INSURANCE COMPANY 29174 NEW YORK LIFE INSURANCE COMPANY 2008 third_quarter RET HR 2205/ S 1010 - Retirement Security for Life Act, regarding incentives for annuitization; all provisions HR 3815 - Fair Disclosure for Retirement Security Act, regarding 401(k) fees and expenses; all provisions HR 3765 - Defined Contribution Plan Fee Transparency Act, regarding 401(k) fees and expenses; all provisions Agriculture, Dept of (USDA),Commerce, Dept of (DOC),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),SENATE,U.S. Trade Representative (USTR),White House Office   1670000 0 0 2008-10-17T15:19:41-04:00
676052 PRUDENTIAL FINANCIAL, INC. ccb24f1b-abc7-4d47-99fd-d9ab1cddeae0 Q3 PRUDENTIAL FINANCIAL, INC. 32338 PRUDENTIAL FINANCIAL INC 2008 third_quarter RET H.R. 3185, 401(k) Fair Disclosure for Retirement Security Act of 2007, All provisions H.R. 3765, Defined Contribution Plan Fee Transparency Act of 2007, All provisions H.R. 2167, Automatic IRA Act of 2007 , All provisions H.R. 2205, Retirement Security for Life Act, All provisions H.R. 6143, Pension Protection Act ERISA Amendments of 2008, All provisions H.R. 3088, Long Term Care Act of 2007, All provisions H.R. 3363, Long-Term Care Affordability and Security Act of 2007, All provisions H.R. 6357, Protecting Records, Optimizing Treatment, and Easing Communication through Healthcare Technology Act of 2008, All provisions H.R.6382, Pension Technical Corrections, All provisions H.R. 7242, Pension Protection Act IRC Amendments of 2008, All provisions S. 1010 , Retirement Security for Life Act of 2007, All provisions S. 1141, Automatic IRA Act of 2007, All provisions S. 1725, Restoring Pension Promises to Workers Act, All provisions S. 1974, Pension Protection Technical Correction Act of 2007, All provisions S. 2473, Defined Contribution Fee Disclosure Act of 2007, All provisions [No Bill Number], Annuity Default Distribution Fiduciary Protection [No Bill Number], QDIA Guidance and Clarifications, All provisions [No Bill Number], Defined Benefit Risk Factor [No Bill Number], PPA Technical Corrections [No Bill Number], Section 408(b)(2) Disclosure, DOL Regulation [No Bill Number], Disclosure to Participants, DOL Regulation [No Bill Number], Investment Advice, DOL Regulation [No Bill Number], Defined Benefit Risk Factor, Treasury Commerce, Dept of (DOC),Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Natl Security Council (NSC),SENATE,State, Dept of (DOS),Treasury, Dept of,U.S. Trade Representative (USTR)   1790000 0 0 2008-10-17T15:20:48-04:00
676077 BANK POLICY INSTITUTE da74bd8a-11d2-479a-b094-60eeb0feeb77 Q3 BANK POLICY INSTITUTE 5290 BANK POLICY INSTITUTE 2008 third_quarter RET Retirement Securities, S. 1725, the Restoring Pension Promises to Workers Act; H.R. 3185, the 401(k) Fair Disclosure for Retirement Security Act of 2007; H.R. 3363, Long-Term Care Affordability and Security Act of 2007, and S. 2337, Long-Term Care Affordability and Security Act of 2007; Commerce, Dept of (DOC),Commodity Futures Trading Commission (CFTC),Council of Economic Advisers (CEA),Environmental Protection Agency (EPA),Farm Credit Administration,Federal Accounting Standards Advisory Board (FASAB),Federal Deposit Insurance Corporation (FDIC),Federal Housing Finance Agency (FHFA),Federal Reserve System,Federal Trade Commission (FTC),Government Accountability Office (GAO),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Housing & Urban Development, Dept of (HUD),Justice, Dept of (DOJ),Natl Credit Union Administration (NCUA),Natl Economic Council (NEC),Office of Management & Budget (OMB),Office of Personnel Management (OPM),Office of the Comptroller of the Currency (OCC),Office of Thrift Supervision (OTS),Patent & Trademark Office (PTO),Securities & Exchange Commission (SEC),SENATE,Small Business Administration (SBA),Transportation, Dept of (DOT),Treasury, Dept of,U.S. Copyright Office,U.S. Trade Representative (USTR),White House Office   1800000 0 0 2008-10-17T15:22:03-04:00
676227 PRINCIPAL FINANCIAL GROUP c5634e2e-6aa3-4797-88fa-ca6fb54ad822 Q3 PRINCIPAL FINANCIAL GROUP 32178 PRINCIPAL FINANCIAL GROUP 2008 third_quarter RET H.R.69: To amend title II of the Social Security Act to eliminate the 5-month waiting period for entitlement to disability benefits and to eliminate reconsideration as an intervening step between initial benefit entitlement decisions and subsequent hearings on the record on such decisions. H.R.82: To amend title II of the Social Security Act to repeal the Government pension offset and windfall elimination provisions. H.R.93: To amend the Congressional Budget Act of 1974 to protect Social Security beneficiaries against any reduction in benefits. H.R.149: To amend title II of the Social Security Act to remove the limitation upon the amount of outside income which an individual may earn while receiving benefits under such title, and for other purposes. H.R.191: To amend the Internal Revenue Code of 1986 to repeal the inclusion in gross income of Social Security benefits. H.R.192: To amend the Internal Revenue Code of 1986 to repeal the 1993 increase in taxes on Social Security benefits. H.R.279: To amend title II of the Social Security Act to provide for Congressional oversight and approval of totalization agreements. H.R.288: To amend title II of the Social Security Act to provide for an improved benefit computation formula for workers affected by the changes in benefit computation rules enacted in the Social Security Amendments of 1977 who attain age 65 during the 10-year period after 1981 and before 1992 (and related beneficiaries) and to provide prospectively for increases in their benefits accordingly. H.R.340: To amend title II of the Social Security Act to allow remarried widows, widowers, and surviving divorced spouses to become or remain entitled to widow's or widower's insurance benefits if the prior marriage was for at least 10 years. H.R.341: To amend title II of the Social Security Act to provide for payment of lump-sum death payments upon the death of a spouse. H.R.368: To amend title II of the Social Security Act to allow workers who attain age 65 after 1981 and before 1992 to choose either … Centers For Medicare and Medicaid Services (CMS),Commerce, Dept of (DOC),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,State, Dept of (DOS),Treasury, Dept of,U.S. Trade & Development Agency (USTDA),U.S. Trade Representative (USTR)   470000 0 0 2008-10-17T15:31:35-04:00
676569 CLS STRATEGIES (FORMERLY CHLOPAK, LEONARD, SCHECHTER AND ASSOCIATES, INC.) 7b2828b8-cdb6-4ef2-8765-0b407983ff74 Q3 CLS STRATEGIES (FORMERLY CHLOPAK, LEONARD, SCHECHTER AND ASSOCIATES, INC.) 9090 AMERICANS FOR SECURE RETIREMENT 2008 third_quarter RET Issues relating to the Insurance Industry and more specifically Annuities. HR.2205, Retirement Security for Life Act of 2007 S.1010, Retirement Security for Life Act of 2007 HOUSE OF REPRESENTATIVES,SENATE 110000   0 0 2008-10-17T15:53:53-04:00
676782 BOCKORNY GROUP, INC. 0d544d0b-d668-4fa9-92ac-2a209dc6791b Q3 BOCKORNY GROUP, INC. 289773 AMERICANS FOR SECURE RETIREMENT 2008 third_quarter RET HR.2205, Retirement Security for Life Act of 2007 S.1010, Retirement Security for Life Act of 2007 HOUSE OF REPRESENTATIVES,SENATE 80000   0 0 2008-10-17T16:13:03-04:00
676940 AMERICAN ACADEMY OF ACTUARIES d740e898-85af-42d0-9455-e6f09cd28a37 Q3 AMERICAN ACADEMY OF ACTUARIES 1318 AMERICAN ACADEMY OF ACTUARIES 2008 third_quarter RET Social security insurance reform and public statement advocating increasing retirement age; enhancing retirement for small businesses including IRAs, 401 (k)s, SIMPLE and SEP plans; auto-enrollment feature of PPA; PBGC rules governing premium determinations, 4010 filings, and plan terminations. Congressional Budget Office (CBO),Government Accountability Office (GAO),HOUSE OF REPRESENTATIVES,Pension Benefit Guaranty Corporation (PBGC),President of the U.S.,SENATE,Treasury, Dept of   41460 0 0 2008-10-17T16:30:50-04:00
677326 BOCKORNY GROUP, INC. 35f8c107-7f7f-4d17-bdbc-5672b9a1ec40 Q3 BOCKORNY GROUP, INC. 289773 NATIONAL ASSOCIATION OF REAL ESTATE INVESTMENT TRUSTS 2008 third_quarter RET Legislative proposals to offer a real estate securities option to the Federal Employee Retirement Plan (TSP) HR 6500, To amend title 5, United States Code, to provide for the automatic enrollment of new participants in the Thrift Savings Plan, and for other purposes HOUSE OF REPRESENTATIVES,SENATE 60000   0 0 2008-10-17T16:56:11-04:00
677467 NATIONAL AIR TRAFFIC CONTROLLERS ASSOCIATION 74450f29-9537-45c9-a11f-9d0efa84b626 Q3 NATIONAL AIR TRAFFIC CONTROLLERS ASSOCIATION 26477 NATIONAL AIR TRAFFIC CONTROLLERS ASSOCIATION 2008 third_quarter RET Air traffic controller retirement issue-eligibility, annuity computation, mandatory separation, imposed work rules, FERS, and sick leave, FAA controller work force plan, staffing. COLA S.3301 Defense, Dept of (DOD),Federal Aviation Administration (FAA),HOUSE OF REPRESENTATIVES,SENATE,Transportation, Dept of (DOT)   260000 0 0 2008-10-17T17:04:09-04:00
677912 QGA PUBLIC AFFAIRS (FORMERLY QUINN GILLESPIE & ASSOCIATES) cf77b58f-cd55-4236-9ac8-f01226236f57 Q3 QGA PUBLIC AFFAIRS (FORMERLY QUINN GILLESPIE & ASSOCIATES) 54197 AON CORPORATION 2008 third_quarter RET Pension Security HOUSE OF REPRESENTATIVES,SENATE 60000   0 0 2008-10-17T18:02:08-04:00
678359 SQUIRE PATTON BOGGS 85ac8014-590a-449d-ace3-aacd22fca0d6 Q3 SQUIRE PATTON BOGGS 30906 NEW YORK LIFE INSURANCE COMPANY 2008 third_quarter RET Pension issues HOUSE OF REPRESENTATIVES,SENATE 50000   0 0 2008-10-18T05:54:35-04:00
678362 SQUIRE PATTON BOGGS 53a95527-aa90-4a40-b9ec-ce8a28301275 Q3 SQUIRE PATTON BOGGS 30906 NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY 2008 third_quarter RET Pension issues. HOUSE OF REPRESENTATIVES,SENATE 30000   0 0 2008-10-18T05:55:36-04:00
679721 RICH FEUER ANDERSON 13e61049-4746-435e-b057-24d9807670c9 Q3 RICH FEUER ANDERSON 84775 BARCLAYS GLOBAL INVESTORS 2008 third_quarter RET Disclosure to retirement plan sponsors and participants of administrative fees and expenses, including HR 3185, the "401(k) Fair Disclosure for Retirement Security Act;" HR 3765, the "Defined Contribution Plan Fee Transparency Act of 2007;" and S 2473, the "Defined Contribution Fee Disclosure Act of 2007." Management of assets in the Federal Thrift Savings Plan. HOUSE OF REPRESENTATIVES,SENATE 45000   0 0 2008-10-19T18:25:26-04:00
679818 AON CONSULTING, INC. 65c7e486-26a7-40da-914a-5de4f76c8c79 Q3 AON CONSULTING, INC. 51343 AON CONSULTING INC 2008 third_quarter RET Congressional testimony to Education and Labor Committee on HR. 1322, the Emergency Retiree Health Benefits Protection Act. HOUSE OF REPRESENTATIVES,SENATE   10000 0 0 2008-10-19T21:11:26-04:00
679832 AON CORPORATION cc8ec175-8993-4c93-a0ee-74f76a3aeb53 Q3 AON CORPORATION 300058 AON CORPORATION 2008 third_quarter RET Pension security proposals and legislation. HOUSE OF REPRESENTATIVES,SENATE   140000 0 0 2008-10-19T21:20:37-04:00
679871 LEDGE COUNSEL, INC. 19c74afc-1e02-491a-aefb-8456d24761cb Q3 LEDGE COUNSEL, INC. 22438 NATIONAL ASSOCIATION OF THRIFT SAVINGS PLAN PARTICIPANTS 2008 third_quarter RET Federal Retirement Thrift Savings Plan legislation and regulations Federal Retirement Thrift Investment Board,HOUSE OF REPRESENTATIVES,SENATE     0 0 2008-10-19T22:01:07-04:00
679876 LEDGE COUNSEL, INC. 9fdbfdeb-ed8d-43e1-97cb-7c486ce7d135 Q3 LEDGE COUNSEL, INC. 22438 NATIONAL ACTIVE AND RETIRED FEDERAL EMPLOYEES ASSOCIATION 2008 third_quarter RET Civil service retirement Federal Retirement Thrift Investment Board,HOUSE OF REPRESENTATIVES,Office of Management & Budget (OMB),Office of Personnel Management (OPM),SENATE 20000   0 0 2008-10-19T22:06:09-04:00
680003 THE DOW CHEMICAL COMPANY, DBA DOW 746781da-28c2-42f0-a92c-3aebad3a6d75 Q3 THE DOW CHEMICAL COMPANY, DBA DOW 12527 DOW CHEMICAL COMPANY DBA DOW 2008 third_quarter RET Pension funding & design reform; non qualified deferred compensation; plan fees; phased retirement S 2473, Defined Contribution Fee Disclosure Act; HR 3185, Fair Disclosure for Retirement Security Act; HR 3765, Defined Contributional Plan Fee Transparency Act; S 1974/HR 3361, Pension Protection Technical Correction Act; HR 4195, Tax Technical Corrections Act; HR 3056 Commerce, Dept of (DOC),Energy, Dept of,Environmental Protection Agency (EPA),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Office of Management & Budget (OMB),SENATE,State, Dept of (DOS),Surface Transportation Board (STB),Treasury, Dept of,U.S. Trade Representative (USTR),White House Office   1980000 0 0 2008-10-20T08:02:26-04:00

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CREATE TABLE lobbying_activities (
            id INTEGER PRIMARY KEY,
            filing_uuid TEXT NOT NULL,
            filing_type TEXT NOT NULL,
            registrant_name TEXT NOT NULL,
            registrant_id INTEGER,
            client_name TEXT NOT NULL,
            filing_year INTEGER NOT NULL,
            filing_period TEXT NOT NULL,
            issue_code TEXT,
            specific_issues TEXT,
            government_entities TEXT,
            income_amount INTEGER,
            expense_amount INTEGER,
            is_no_activity INTEGER DEFAULT 0,
            is_termination INTEGER DEFAULT 0,
            received_date TEXT,
            CONSTRAINT fk_activity_filing FOREIGN KEY (filing_uuid)
                REFERENCES lobbying_filings_raw(filing_uuid)
        );
CREATE INDEX idx_act_client_name ON lobbying_activities(client_name COLLATE NOCASE);
CREATE INDEX idx_act_issue_code ON lobbying_activities(issue_code);
CREATE INDEX idx_act_filing_year ON lobbying_activities(filing_year);
CREATE INDEX idx_act_filing_uuid ON lobbying_activities(filing_uuid);
Powered by Datasette · Queries took 2914.674ms · Data license: Public Domain (U.S. Government data) · Data source: Federal Register API & Regulations.gov API