lobbying_activities
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275 rows where filing_period = "third_quarter", filing_year = 2009 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 818536 | PROCESS HANDLER ET AL. FOR HIRE, INC. fcd010c8-e0af-46f4-af7c-9a2140cd37f0 | Q3 | PROCESS HANDLER ET AL. FOR HIRE, INC. | 81830 | ESTATE OF DELOIS ALBERT BRASSELL | 2009 | third_quarter | RET | Several postage-paid postcards (dated July 11, 2009) addressed to various U.S. federal executive and military and various international et al. officials regarding many, various unfinished, outstanding investment et al. matters and concerns regarding many investment and other financial houses' ... "adversarial approaches" towards the Estate of Delois Albert Brassell via the Delois Albert Brassell Estate Administrator (i.e., Mr. Robert J. Brassell, Jr., N.P.). Several postage-paid postcards (dated July 11, 2009) addressed to all Members, inclusive, all Advisors, inclusive, all operatives, inclusive, all officers, inclusive, et al., inclusive, of the United States National Security Council (NSC), the Office of the United States Trade Representative (USTR), the World Trade Organization (WTO, via the Office of the United States Trade Representative (USTR)) and the United Nations Security Council et al., inclusive, and the current Head and Deputy Head of the Delegation of the European Commission of the European Union (EU) to the United States of America and the United Nations regarding many, various unfinished, outstanding investment et al. matters and concerns regarding Deutsche Bank AG, UBS AG, the Development Bank of Japan, Israel Discount Bank Ltd., Morgan Stanley, the Nippon Life Insurance Company, Investcorp Bank B.S.C., Oppenheimer Holdings, Inc., Rothschild North America Inc., Rockefeller and Co., Inc., Andor Capital Management, L.L.C., Lexington Partners Inc., the Boeing Capital Corporation and Merrill Lynch & Co., Inc./the Bank of America Corporation and same aforementioned investment and other financial houses' flunkies, allies, whores et al.'s ... "adversarial approaches" towards the Estate of Delois Albert Brassell via the Delois Albert Brassell Estate Administrator (i.e., Mr. Robert J. Brassell, Jr., N.P.). | Central Intelligence Agency (CIA),Defense, Dept of (DOD),Director of National Intelligence (ODNI),Executive Office of the President (EOP),Joint Chiefs of Staff,Natl Security Council (NSC),President of the U.S.,State, Dept of (DOS),U.S. Trade Representative (USTR),Vice President of the U.S.,White House Office | 0 | 0 | 2009-07-27T11:14:09-04:00 | ||
| 818556 | PROCESS HANDLER ET AL. FOR HIRE, INC. 1ba17b9f-9f64-4df2-bd59-0e9c7b71e562 | Q3 | PROCESS HANDLER ET AL. FOR HIRE, INC. | 81830 | ESTATE OF ROBERT JAMES BRASSELL | 2009 | third_quarter | RET | Several postage-paid postcards (dated July 11, 2009) addressed to various U.S. federal executive and military and various international et al. officials regarding many, various unfinished, outstanding investment et al. matters and concerns regarding many investment and other financial houses' ... "adversarial approaches" towards the Estate of Delois Albert Brassell via the Delois Albert Brassell Estate Administrator (i.e., Mr. Robert J. Brassell, Jr., N.P.). Several postage-paid postcards (dated July 11, 2009) addressed to all Members, inclusive, all Advisors, inclusive, all operatives, inclusive, all officers, inclusive, et al., inclusive, of the United States National Security Council (NSC), the Office of the United States Trade Representative (USTR), the World Trade Organization (WTO, via the Office of the United States Trade Representative (USTR)) and the United Nations Security Council et al., inclusive, and the current Head and Deputy Head of the Delegation of the European Commission of the European Union (EU) to the United States of America and the United Nations regarding many, various unfinished, outstanding investment et al. matters and concerns regarding Deutsche Bank AG, UBS AG, the Development Bank of Japan, Israel Discount Bank Ltd., Morgan Stanley, the Nippon Life Insurance Company, Investcorp Bank B.S.C., Oppenheimer Holdings, Inc., Rothschild North America Inc., Rockefeller and Co., Inc., Andor Capital Management, L.L.C., Lexington Partners Inc., the Boeing Capital Corporation and Merrill Lynch & Co., Inc./the Bank of America Corporation and same aforementioned investment and other financial houses' flunkies, allies, whores et al.'s ... "adversarial approaches" towards the Estate of Delois Albert Brassell via the Delois Albert Brassell Estate Administrator (i.e., Mr. Robert J. Brassell, Jr., N.P.). | Central Intelligence Agency (CIA),Defense, Dept of (DOD),Director of National Intelligence (ODNI),Executive Office of the President (EOP),Joint Chiefs of Staff,Natl Security Council (NSC),President of the U.S.,State, Dept of (DOS),U.S. Trade Representative (USTR),Vice President of the U.S.,White House Office | 0 | 0 | 2009-07-27T11:16:17-04:00 | ||
| 818573 | PROCESS HANDLER ET AL. FOR HIRE, INC. d3605dbe-9ed5-467c-841b-a86a111bdd39 | Q3 | PROCESS HANDLER ET AL. FOR HIRE, INC. | 81830 | MR. ROBERT J. BRASSELL, JR. | 2009 | third_quarter | RET | Several postage-paid postcards (dated July 11, 2009) addressed to various U.S. federal executive and military and various international et al. officials regarding many, various unfinished, outstanding investment et al. matters and concerns regarding many investment and other financial houses' ... "adversarial approaches" towards the Estate of Delois Albert Brassell via the Delois Albert Brassell Estate Administrator (i.e., Mr. Robert J. Brassell, Jr., N.P.). Several postage-paid postcards (dated July 11, 2009) addressed to all Members, inclusive, all Advisors, inclusive, all operatives, inclusive, all officers, inclusive, et al., inclusive, of the United States National Security Council (NSC), the Office of the United States Trade Representative (USTR), the World Trade Organization (WTO, via the Office of the United States Trade Representative (USTR)) and the United Nations Security Council et al., inclusive, and the current Head and Deputy Head of the Delegation of the European Commission of the European Union (EU) to the United States of America and the United Nations regarding many, various unfinished, outstanding investment et al. matters and concerns regarding Deutsche Bank AG, UBS AG, the Development Bank of Japan, Israel Discount Bank Ltd., Morgan Stanley, the Nippon Life Insurance Company, Investcorp Bank B.S.C., Oppenheimer Holdings, Inc., Rothschild North America Inc., Rockefeller and Co., Inc., Andor Capital Management, L.L.C., Lexington Partners Inc., the Boeing Capital Corporation and Merrill Lynch & Co., Inc./the Bank of America Corporation and same aforementioned investment and other financial houses' flunkies, allies, whores et al.'s ... "adversarial approaches" towards the Estate of Delois Albert Brassell via the Delois Albert Brassell Estate Administrator (i.e., Mr. Robert J. Brassell, Jr., N.P.). | Central Intelligence Agency (CIA),Defense, Dept of (DOD),Director of National Intelligence (ODNI),Executive Office of the President (EOP),Joint Chiefs of Staff,Natl Security Council (NSC),President of the U.S.,State, Dept of (DOS),U.S. Trade Representative (USTR),Vice President of the U.S.,White House Office | 0 | 0 | 2009-07-27T11:19:23-04:00 | ||
| 818590 | PROCESS HANDLER ET AL. FOR HIRE, INC. 7951318a-6db3-4056-b43e-985f4aea086d | Q3 | PROCESS HANDLER ET AL. FOR HIRE, INC. | 81830 | PROCESS HANDLER ET AL. FOR HIRE, INC. | 2009 | third_quarter | RET | Several postage-paid postcards (dated July 11, 2009) addressed to various U.S. federal executive and military and various international et al. officials regarding many, various unfinished, outstanding investment et al. matters and concerns regarding many investment and other financial houses' ... "adversarial approaches" towards the Estate of Delois Albert Brassell via the Delois Albert Brassell Estate Administrator (i.e., Mr. Robert J. Brassell, Jr., N.P.). Several postage-paid postcards (dated July 11, 2009) addressed to all Members, inclusive, all Advisors, inclusive, all operatives, inclusive, all officers, inclusive, et al., inclusive, of the United States National Security Council (NSC), the Office of the United States Trade Representative (USTR), the World Trade Organization (WTO, via the Office of the United States Trade Representative (USTR)) and the United Nations Security Council et al., inclusive, and the current Head and Deputy Head of the Delegation of the European Commission of the European Union (EU) to the United States of America and the United Nations regarding many, various unfinished, outstanding investment et al. matters and concerns regarding Deutsche Bank AG, UBS AG, the Development Bank of Japan, Israel Discount Bank Ltd., Morgan Stanley, the Nippon Life Insurance Company, Investcorp Bank B.S.C., Oppenheimer Holdings, Inc., Rothschild North America Inc., Rockefeller and Co., Inc., Andor Capital Management, L.L.C., Lexington Partners Inc., the Boeing Capital Corporation and Merrill Lynch & Co., Inc./the Bank of America Corporation and same aforementioned investment and other financial houses' flunkies, allies, whores et al.'s ... "adversarial approaches" towards the Estate of Delois Albert Brassell via the Delois Albert Brassell Estate Administrator (i.e., Mr. Robert J. Brassell, Jr., N.P.). | Central Intelligence Agency (CIA),Defense, Dept of (DOD),Director of National Intelligence (ODNI),Executive Office of the President (EOP),Joint Chiefs of Staff,Natl Security Council (NSC),President of the U.S.,State, Dept of (DOS),U.S. Trade Representative (USTR),Vice President of the U.S.,White House Office | 0 | 0 | 2009-07-27T11:21:29-04:00 | ||
| 821620 | PALMETTO GROUP fceb7945-b076-40ff-b904-4a1df81f57e4 | Q3 | PALMETTO GROUP | 18570 | AIR LINE PILOTS ASSOCIATION INTERNATIONAL | 2009 | third_quarter | RET | Legislation 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. | HOUSE OF REPRESENTATIVES,SENATE | 45000 | 0 | 0 | 2009-09-30T16:28:15-04:00 | |
| 821628 | PALMETTO GROUP a25009ee-4ea8-45f5-814c-adfed2cb433e | Q3 | PALMETTO GROUP | 18570 | AMERICAN SOCIETY OF PENSION PROFESSIONALS AND ACTUARIES | 2009 | third_quarter | RET | HR 2989, 401(k) Fair Disclosure and Pension Security Act of 2009, fee disclosure for defined contribution plans | HOUSE OF REPRESENTATIVES,SENATE | 45000 | 0 | 0 | 2009-09-30T16:52:23-04:00 | |
| 821654 | PALMETTO GROUP 421bfa14-0da0-4810-bfdb-011f10f8feb7 | Q3 | PALMETTO GROUP | 18570 | RETIREMENT SECURITY GROUP | 2009 | third_quarter | RET | multi-employer pension plan funding relief | HOUSE OF REPRESENTATIVES,SENATE | 174000 | 0 | 0 | 2009-09-30T17:38:45-04:00 | |
| 822005 | SHEET METAL & AIR CONDITIONING CONTRACTORS NAT'L ASSN 46aa7953-3b2f-41b8-bcac-5333b1a4b69e | Q3 | SHEET METAL & AIR CONDITIONING CONTRACTORS NAT'L ASSN | 35068 | SHEET METAL & AIR CONDITIONING CONTRACTORS NAT'L ASSN | 2009 | third_quarter | RET | Savings Recovery Act HR 2021 | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2009-10-02T11:53:55-04:00 | ||
| 822371 | FINANCIAL EXECUTIVES INTERNATIONAL ff8a311e-fe50-45aa-8fe4-b00a1f55d8d1 | Q3 | FINANCIAL EXECUTIVES INTERNATIONAL | 14520 | FINANCIAL EXECUTIVES INTERNATIONAL | 2009 | third_quarter | RET | Defined Benefit & Defined Contribution Plans, Pension Harmonization | Defense, Dept of (DOD),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Office of Management & Budget (OMB),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of | 70000 | 0 | 0 | 2009-10-05T11:05:50-04:00 | |
| 822775 | PLAN SPONSOR COUNCIL OF AMERICA FKA PROFIT SHARING/401K COUNCIL OF AMERICA a78a4456-9e31-44a0-8966-6a321fe2e761 | 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 | 2009 | 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 | 2009-10-06T11:22:27-04:00 | |
| 822939 | THE TIMKEN COMPANY 4d47b74b-58b1-450c-a083-bd24051a1668 | Q3 | THE TIMKEN COMPANY | 38153 | TIMKEN COMPANY | 2009 | third_quarter | RET | The Savings Recovery Act Defined Benefit Plans Defined Contribution Plans - 401(k) Pension Protection Act | HOUSE OF REPRESENTATIVES,SENATE | 138100 | 0 | 0 | 2009-10-06T13:53:01-04:00 | |
| 823605 | RAFFANIELLO & ASSOCIATES 21a7b08c-5265-4246-9460-b6dd135b2383 | Q3 | RAFFANIELLO & ASSOCIATES | 400290378 | AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS | 2009 | third_quarter | RET | Pension funding requirements HR 2989 | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2009-10-07T16:29:33-04:00 | |
| 823611 | RAFFANIELLO & ASSOCIATES 43f578ee-8369-44de-871b-9cf407a10f8d | Q3 | RAFFANIELLO & ASSOCIATES | 400290378 | INVESTMENT COMPANY INSTITUTE | 2009 | third_quarter | RET | HR 2989 disclosures related to 401(k) plans | 40000 | 0 | 0 | 2009-10-07T16:34:37-04:00 | ||
| 824000 | DAVID FUNDERBURK 20d05963-fef6-40cd-b4a2-5736395401fb | Q3 | DAVID FUNDERBURK | 43491 | TREA SENIORCITIZENS LEAGUE | 2009 | third_quarter | RET | In support of Social Security Notch Reform: H.R. 1067 and H.R. 238 and S. 81; In support of Consumer Price Index for the Elderly (CPI-E): H.R. 2365 and H.R. 2429; In support of No Social Security for Unauthorized Work (anti-Totalization): H.Res. 394 and H.R. 2287, H.R. 160, H.R. 132 and H.R. 133 and S. 42 and S. 115; In support of Social Security Protection: H.R. 235 and H.R. 137, H.R. 1276 and H.R. 219 and S. 86 and S. 484; In support of Emergency Social Security COLA for 2010: H.R. 3557 | HOUSE OF REPRESENTATIVES,SENATE | 40000 | 0 | 0 | 2009-10-08T15:01:37-04:00 | |
| 824001 | VENABLE LLP d84d8549-7155-43fe-9da1-9e2e42d24a77 | Q3 | VENABLE LLP | 39941 | HOSPITAL FOR SPECIAL SURGERY | 2009 | third_quarter | RET | Seeking temporary relief from the Pension Protection Act of 2006 | HOUSE OF REPRESENTATIVES,SENATE | 40000 | 0 | 0 | 2009-10-08T15:02:38-04:00 | |
| 824183 | LAWRENCE J. ROMANS & ASSOCIATES, LLC 66557dcf-5b99-4307-9769-3ef4cc9f5428 | Q3 | LAWRENCE J. ROMANS & ASSOCIATES, LLC | 61072 | JPMORGAN CHASE & CO. | 2009 | third_quarter | RET | H.R. 2989 401(k) Fair Disclosure and Pension Security Act of 2009; H.R. 2779 Defined Contribution Plan Fee Transparency Act of 2009 | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2009-10-08T21:17:18-04:00 | |
| 824582 | FLEET RESERVE ASSOCIATION 4047c636-6778-450e-821d-3c5989de1a92 | Q3 | FLEET RESERVE ASSOCIATION | 14781 | FLEET RESERVE ASSOCIATION | 2009 | third_quarter | RET | Medicare Paymenst for VA, HR 3365; Help Care Givers for Wounded Warriors HR 3155; Expand VA Eligibility, HR 1377; NDAA, HR 2647. | Defense, Dept of (DOD),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,SENATE,Veterans Affairs, Dept of (VA) | 140000 | 0 | 0 | 2009-10-09T15:29:40-04:00 | |
| 824642 | MECHANICAL CONTRACTORS ASSOCIATION OF AMERICA b8f63857-0b66-4482-aba6-b85908691a84 | Q3 | MECHANICAL CONTRACTORS ASSOCIATION OF AMERICA | 24761 | MECHANICAL CONTRACTORS ASSOCIATION OF AMERICA | 2009 | third_quarter | RET | Multi-employer pension plan funding relief (HR7327) | General Services Administration (GSA),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),SENATE | 10000 | 0 | 0 | 2009-10-09T15:52:32-04:00 | |
| 824804 | PHOENIX STRATEGIES, INC. 99b59ba9-bebb-472d-bb0f-9c29b2834909 | Q3 | PHOENIX STRATEGIES, INC. | 400384784 | MANUFACTURING WOODWORKERS ASSOCIATION OF GREATER NEW YORK | 2009 | third_quarter | RET | amend MEPPAA 1980 | HOUSE OF REPRESENTATIVES | 0 | 0 | 2009-10-10T18:49:10-04:00 | ||
| 824900 | HOLLAND & KNIGHT LLP bede4d4d-0fe2-487d-bfdc-cd000db7516d | Q3 | HOLLAND & KNIGHT LLP | 18466 | HARTFORD | 2009 | third_quarter | RET | Legislative representation and strategic counsel regarding insurance issues; retirement security incentives. | HOUSE OF REPRESENTATIVES,SENATE | 50000 | 0 | 0 | 2009-10-12T09:43:47-04:00 | |
| 825055 | AETNA INC. 742d787a-cdfd-428c-87ee-2d9b38fb926c | Q3 | AETNA INC. | 352 | AETNA INC | 2009 | third_quarter | RET | HR 1322 Emergency Retire Health Benefits Protection Act of 2009 (retirre health insurance) | Centers For Medicare and Medicaid Services (CMS),Executive Office of the President (EOP),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Office of Management & Budget (OMB),SENATE | 580743 | 0 | 0 | 2009-10-12T13:00:01-04:00 | |
| 825259 | THE CJR GROUP, INC. 1a111ae0-ba07-4cc0-9790-b4fdc8e158fd | Q3 | THE CJR GROUP, INC. | 288293 | AVIENT CORPORATION FORMERLY REPORTED AS POLYONE CORPORATION | 2009 | third_quarter | RET | Pension Issues | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2009-10-12T19:52:27-04:00 | |
| 825306 | TREA SENIOR CITIZENS LEAGUE 158233ed-249b-48d7-990b-6380e825d074 | Q3 | TREA SENIOR CITIZENS LEAGUE | 38426 | TREA SENIOR CITIZENS LEAGUE | 2009 | third_quarter | RET | Social Security Notch Reform: H.R. 1067 and H.R. 238 and S. 81, Consumer Price Index for the Elderly (CPI-E): H.R. 2365 and H.R. 2429, Anti-Totalization/No Social Security for Unauthorized work: H.Res. 394 and H.R. 2287 and H.R. 160 and H.R. 132 and H.R. 133 and S. 42 and S. 115, Social Security Protection: H.R. 235 and H.R. 137 and H.R. 1276 and H.R. 219 and S. 86 and S. 484, Emergency COLA for 2010: H.R. 3557 | HOUSE OF REPRESENTATIVES,SENATE | 42520 | 0 | 0 | 2009-10-13T08:32:34-04:00 | |
| 825345 | SQUIRE PATTON BOGGS 240454e0-e7d4-4dea-9f25-7d28e63b490b | Q3 | SQUIRE PATTON BOGGS | 30906 | SEARS HOLDINGS CORPORATION | 2009 | third_quarter | RET | Pension reform legislation. | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2009-10-13T09:04:31-04:00 | |
| 825473 | VENABLE LLP 2277b7c3-b745-4eed-9596-a122a2ed4438 | Q3 | VENABLE LLP | 39941 | ASSOCIATION OF FOOD AND DAIRY RETAILERS, WHOLESALERS AND MANUFACTURERS | 2009 | third_quarter | RET | Legislation that would impact multiemployer pension plans. | HOUSE OF REPRESENTATIVES,SENATE | 40000 | 0 | 0 | 2009-10-13T10:52:32-04:00 | |
| 825482 | ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG) 9e2e93cb-4d63-4d58-8993-740eb35b0b47 | Q3 | ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG) | 57475 | FORD MOTOR COMPANY | 2009 | third_quarter | RET | Pension reform | HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of | 50000 | 0 | 0 | 2009-10-13T10:54:38-04:00 | |
| 825565 | HOLLAND & KNIGHT LLP 1feca684-1b53-4966-aaa7-6975e129eb41 | Q3 | HOLLAND & KNIGHT LLP | 18466 | BENETRENDS, INC. | 2009 | third_quarter | RET | Pension reform legislation. ERISA issues and IRS guidance on retirement plan rollovers. | HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Treasury, Dept of | 30000 | 0 | 0 | 2009-10-13T11:19:16-04:00 | |
| 825713 | NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC. 34ede9bb-9de6-4e7a-a181-bef229597997 | Q3 | NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC. | 26980 | NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC. | 2009 | third_quarter | RET | S. 484 / H.R. 235 "Social Security Fairness Act of 2009" Treasury Regulations Sections 1.401(a)-1(b) | Centers For Disease Control & Prevention (CDC),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Justice, Dept of (DOJ),Office of Natl Drug Control Policy (NDCP),SENATE,Treasury, Dept of,U.S. Immigration & Customs Enforcement (ICE) | 40000 | 0 | 0 | 2009-10-13T12:39:31-04:00 | |
| 825760 | AMERICAN ACADEMY OF ACTUARIES ec426893-f050-4285-be6e-127932ccf835 | Q3 | AMERICAN ACADEMY OF ACTUARIES | 1318 | AMERICAN ACADEMY OF ACTUARIES | 2009 | third_quarter | RET | IRS surplus assets - matching contribution issues; defined benefit funding relief; PBGC's Pension Insurance Modeling System (PIMS) actuarial research. | Congressional Budget Office (CBO),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Pension Benefit Guaranty Corporation (PBGC),SENATE | 32890 | 0 | 0 | 2009-10-13T13:20:58-04:00 | |
| 826564 | BITUMINOUS COAL OPERATORS' ASSOCIATION, INC. 0f0c7ac7-bf99-47a1-82ef-e5adc154f9f6 | Q3 | BITUMINOUS COAL OPERATORS' ASSOCIATION, INC. | 310494 | BITUMINOUS COAL OPERATORS' ASSOCIATION, INC. | 2009 | third_quarter | RET | Lobbying activity in support of coal mining pension issues. No activity on any specific legislation. | HOUSE OF REPRESENTATIVES,Mine Safety & Health Administration (MSHA),SENATE | 130270 | 0 | 0 | 2009-10-14T09:56:25-04:00 | |
| 826764 | AEROJET ROCKETDYNE, INC 6e337a9e-371d-4f5f-b348-661aef9ce7d8 | Q3 | AEROJET ROCKETDYNE, INC | 317 | AEROJET ROCKETDYNE, INC | 2009 | third_quarter | RET | HR 2989, A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for indivdual account plans and to provide a minimum investment option requirement for such plans, to amend such Act to provide for independent investment advice for participants and beneficiaries under individual account plans, and to amend such Act and the Internal Revenue Code of 1986 to provide transitional relief under certain pension funding rules added by the Pension Protection Act of 2006. Interest: All. | Defense, Dept of (DOD),HOUSE OF REPRESENTATIVES,SENATE | 120000 | 0 | 0 | 2009-10-14T11:21:13-04:00 | |
| 826901 | SQUIRE PATTON BOGGS 8f85db9f-f897-442d-b629-b7a8274d8a0f | Q3 | SQUIRE PATTON BOGGS | 30906 | YRC WORLDWIDE INC. | 2009 | third_quarter | RET | Pension reform legislation. | HOUSE OF REPRESENTATIVES,SENATE | 360000 | 0 | 0 | 2009-10-14T12:01:47-04:00 | |
| 827339 | VENABLE LLP 07591e4e-06f6-4fde-88ef-816f8553ddac | Q3 | VENABLE LLP | 39941 | AMERICAN AIRLINES INC | 2009 | third_quarter | RET | Pension Reform Legislation | HOUSE OF REPRESENTATIVES,SENATE,Transportation, Dept of (DOT) | 130000 | 0 | 0 | 2009-10-14T15:28:43-04:00 | |
| 827561 | MERIDIAN HEALTH 9105a4bd-e675-4895-8fd4-7a1a1fbb8ad0 | Q3 | MERIDIAN HEALTH | 293313 | MERIDIAN HEALTH | 2009 | third_quarter | RET | Pension act amendments | Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2009-10-14T16:40:37-04:00 | |
| 828227 | SQUIRE PATTON BOGGS 2b467ec4-61bc-4453-9eb9-a7b77773b27c | Q3 | SQUIRE PATTON BOGGS | 30906 | PEACE OFFICERS RESEARCH ASSOCIATION OF CALIFORNIA | 2009 | third_quarter | RET | S. 484/H.R. 235, the Social Security Fairness Act. | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2009-10-15T09:40:29-04:00 | |
| 828250 | THE NATIONAL GRANGE OF THE ORDER OF PATRONS OF HUSBANDRY 15107099-fac0-446c-9159-3dc8127ccc90 | Q3 | THE NATIONAL GRANGE OF THE ORDER OF PATRONS OF HUSBANDRY | 27913 | NATIONAL GRANGE OF THE ORDER OF PATRONS OF HUSBANDRY | 2009 | third_quarter | RET | Social Security Reform | Agriculture, Dept of (USDA),Commerce, Dept of (DOC),Commodity Futures Trading Commission (CFTC),Council on Environmental Quality (CEQ),Education, Dept of,Energy, Dept of,Environmental Protection Agency (EPA),Federal Communications Commission (FCC),Federal Energy Regulatory Commission (FERC),Federal Trade Commission (FTC),Food & Drug Administration (FDA),Health & Human Services, Dept of (HHS),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Interior, Dept of (DOI),Justice, Dept of (DOJ),Labor, Dept of (DOL),Natl Telecommunications & Information Administration (NTIA),Office of Management & Budget (OMB),SENATE,Transportation, Dept of (DOT),U.S. Trade Representative (USTR) | 10000 | 0 | 0 | 2009-10-15T09:52:34-04:00 | |
| 828474 | VAN SCOYOC ASSOCIATES 5f35659d-9a2a-4aa1-a55e-f1ca52245345 | 3T | VAN SCOYOC ASSOCIATES | 39837 | UNITED STATES CAPITOL POLICE LABOR COMMITTEE | 2009 | third_quarter | RET | Adjusting retirement contribution related issues. | HOUSE OF REPRESENTATIVES | 0 | 1 | 2009-10-15T10:54:10-04:00 | ||
| 828480 | VAN SCOYOC ASSOCIATES df39f1e5-b5b1-444e-9e75-bd18d9ea5748 | 3T | VAN SCOYOC ASSOCIATES | 39837 | UNITED STATES PARK POLICE LABOR COMMITTEE | 2009 | third_quarter | RET | Adjusting retirement contribution related issues. | HOUSE OF REPRESENTATIVES | 0 | 1 | 2009-10-15T10:56:12-04:00 | ||
| 828514 | NATIONAL LEAGUE OF POSTMASTERS d2efecd5-0038-499d-9a63-f0ffb9fe4342 | Q3 | NATIONAL LEAGUE OF POSTMASTERS | 69297 | NATIONAL LEAGUE OF POSTMASTERS | 2009 | third_quarter | RET | Federal Retirement and other general benefit issues. | HOUSE OF REPRESENTATIVES,Postal Regulatory Commission,SENATE,U.S. Postal Service (USPS) | 20000 | 0 | 0 | 2009-10-15T11:03:04-04:00 | |
| 828649 | MR. ROBERT GUSTAFSON 63bc4873-effd-4050-aa5f-5169c35e2218 | Q3 | MR. ROBERT GUSTAFSON | 55495 | FRATERNAL ORDER OF EAGLES | 2009 | third_quarter | RET | Legislation and policy that will preserve the future stability of the Social Security System based on its original principles (no specific legislation at this time). | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2009-10-15T11:35:20-04:00 | |
| 828800 | EDWIN PIERSON 058b2806-2d62-42a2-bdaa-a4bcdc438b78 | Q3 | EDWIN PIERSON | 40048376 | CIVIC COUNCIL | 2009 | third_quarter | RET | Death tax, COLA, immigration, totalization, U.N. Tax | HOUSE OF REPRESENTATIVES | 0 | 0 | 2009-10-15T12:10:10-04:00 | ||
| 829529 | AZOA SERVICES CORP(ALLIANZ OF AMERICA) FORMERLY AZOA SERIVCES CORP/FIREMAN'S FUND(ALLIANZ OF AMERICA f9896e21-9ad2-4fa7-b4db-a21b282f4dda | 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 | 2009 | third_quarter | RET | 401(k)fee disclosure: Oppose reintroduction of legislation that 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. | HOUSE OF REPRESENTATIVES,Risk Management Agency,Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of | 353843 | 0 | 0 | 2009-10-15T15:21:50-04:00 | |
| 829697 | GROOM LAW GROUP, CHARTERED b0713539-0be8-420c-a6b4-3ca2e1f797eb | Q3 | GROOM LAW GROUP, CHARTERED | 17000 | CENTRAL STATES FUNDS | 2009 | third_quarter | RET | Funding reform changes to the Employee Retirement Income Security Act (ERISA) for multiemployer pension plans. | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL) | 10000 | 0 | 0 | 2009-10-15T15:49:52-04:00 | |
| 829986 | THE ESOP ASSOCIATION 0f24e4dc-6af5-418a-8ca6-968024c36cc2 | Q3 | THE ESOP ASSOCIATION | 13858 | ESOP ASSOCIATION | 2009 | 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. Above areas include tax and labor law issues embedded in the Employee Retirement Security Act of 1974 and the Internal Revenue Code. Specifically in the 111th Congress S. 1612, H.R. 692, H.R. 3586, and any other legislation specifically amending laws governing ESOPs or employee stock compensation. | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of | 60736 | 0 | 0 | 2009-10-15T17:25:00-04:00 | |
| 830580 | PRINTING INDUSTRIES OF AMERICA, INC. 2dca9917-d14b-4c74-95d3-3fcfd6c89d0c | Q3 | PRINTING INDUSTRIES OF AMERICA, INC. | 32203 | PRINTING INDUSTRIES OF AMERICA INC | 2009 | third_quarter | RET | Pension reform Social Security reform | Consumer Product Safety Commission (CPSC),Environmental Protection Agency (EPA),Government Printing Office (GPO),Health Resources & Services Administration (HRSA),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Patent & Trademark Office (PTO),Postal Rate Commission,Postal Regulatory Commission,SENATE,State, Dept of (DOS),Treasury, Dept of,U.S. Postal Service (USPS) | 86675 | 0 | 0 | 2009-10-16T09:40:37-04:00 | |
| 831057 | CLS STRATEGIES (FORMERLY CHLOPAK, LEONARD, SCHECHTER AND ASSOCIATES, INC.) 9d0c9190-c49d-4a69-9315-f82c3cd903f4 | Q3 | CLS STRATEGIES (FORMERLY CHLOPAK, LEONARD, SCHECHTER AND ASSOCIATES, INC.) | 9090 | AMERICANS FOR SECURE RETIREMENT | 2009 | third_quarter | RET | S. 1297, Retirement Security for Life Act HR 2748, Retirement Security Needs Lifetime Pay Act | HOUSE OF REPRESENTATIVES,SENATE | 120000 | 0 | 0 | 2009-10-16T11:04:17-04:00 | |
| 831415 | ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG) dfc5c7d7-5bfb-4493-9896-637571e10cdc | Q3 | ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG) | 57475 | AK STEEL HOLDING CORPORATION | 2009 | third_quarter | RET | Misc. retirement and pension issues | Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of | 60000 | 0 | 0 | 2009-10-16T11:46:46-04:00 | |
| 831562 | MUTUAL OF OMAHA d355c996-c48b-4ef2-8171-11b00e8a5239 | Q3 | MUTUAL OF OMAHA | 26284 | MUTUAL OF OMAHA | 2009 | third_quarter | RET | S 401 - Defined Contribution Fee Disclosure Act of 2009 - Amendments to ERISA, notification requirements. | HOUSE OF REPRESENTATIVES,SENATE | 160000 | 0 | 0 | 2009-10-16T12:01:57-04:00 | |
| 832524 | GIBSON, DUNN & CRUTCHER LLP 07407450-6c22-40f8-8801-cf4b7f861ae4 | Q3 | GIBSON, DUNN & CRUTCHER LLP | 16178 | ABF FREIGHT SYSTEMS, INC. | 2009 | third_quarter | RET | Certain law changes relating to multi-employer pension plans including a tax credit for contributing employers. | HOUSE OF REPRESENTATIVES,SENATE | 60000 | 0 | 0 | 2009-10-16T14:44:12-04:00 | |
| 832546 | NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION bb86cb99-a646-4b67-8cdc-a5e89d546edd | Q3 | NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION | 28674 | NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION | 2009 | third_quarter | RET | The association monitors and reacts to policy concepts that may impact its ability to continue offering 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 the association did not focus particular attention on introduced bills on this subject. | Agriculture, Dept of (USDA),Federal Communications Commission (FCC),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Natl Telecommunications & Information Administration (NTIA),SENATE | 64000 | 0 | 0 | 2009-10-16T14:49:27-04:00 | |
| 832662 | AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES 80bd47a5-7d44-4145-a1d3-28a7321c6969 | Q3 | AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES | 3390 | AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES | 2009 | third_quarter | RET | Monitored discussion of comprehensive reforms that could potentially impact deferred compensation plans and other benefits offered to association staff executives. | Commerce, Dept of (DOC),Federal Trade Commission (FTC),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),SENATE,White House Office | 160000 | 0 | 0 | 2009-10-16T15:03:48-04:00 | |
| 832733 | CONSTANTINE CANNON, LLP 95f293f9-edd5-4459-8045-575a1c924736 | Q3 | CONSTANTINE CANNON, LLP | 295532 | BROOKSIDE CAPITAL PARTNERS/HILLSIDE CAPITAL INCORPORATED | 2009 | third_quarter | RET | Pension Funding Legislation | 20000 | 0 | 0 | 2009-10-16T15:08:41-04:00 | ||
| 833018 | NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE ff9e00a4-31f6-4647-a1c1-17375690a48a | Q3 | NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE | 27467 | NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE | 2009 | third_quarter | RET | Entitlement Commission. S. 276, H.R. 3116: provisions establishing a National Commission on Entitlement Solvency to review and report to the President and Congress on the Social Security and Medicare programs and make recommendations and proposed legislative language. Social Security Cost of Living Adjustment for 2010 Replacement Benefit. H.R. 3626, H.R. 3672, H.R. 3597, S. 1685. Provision providing a one-time, emergency benefit to seniors and persons with disabilities to compensate for the lack of a 2010 Social Security cost of living adjustment. Social Security Cost of Living Adjustment. H.R. 3557, H.R. 3572: providing for a Social Security COLA in 2010. Seniors' Cost of Living Adjustment (COLA). H.R. 1371/ H.R. 2429: provisions establishing a consumer price index for elderly consumers to compute cost-of-living increases for Social Security and Medicare benefits; authorizing a Cost of Living Adjustment for Social Security recipients in 2010 (No legislation introduced). Social Security Private Accounts. H.R. 107: provision establishing Social Security private accounts. Social Security Trust Funds. H.R. 1276, S. 86, H.R. 219, H.R. 1712: provisions removing Social Security Trust Fund receipts and disbursements from the federal budget baseline, limiting Trust Fund proceeds to OASDI purposes, and prohibiting the use of Social Security payroll tax monies for private accounts. Social Security Benefits. S. 426: requiring progressive indexing and longevity indexing of Social Security old-age insurance benefits. Social Security Government Pension Offset (GPO) and Windfall Elimination Provision (WEP). S. 484, H. R. 235: repealing both the GPO and WEP; S. 490, H. R. 1221: repealing the WEP. Older Workers/Workforce Participation. S. 502: promoting the labor force participation of older Americans. Pension Distribution. H.R.424, H.R. 939: provisions relating to the suspension of minimum distribution rules for tax-deferred retirement plans. Public Pension Modifications. H.R. 1804: provisions sa… | Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Office of Management & Budget (OMB),SENATE,White House Office | 340000 | 0 | 0 | 2009-10-16T15:44:34-04:00 | |
| 833023 | GENWORTH FINANCIAL, INC. a5e2ffb7-16ee-4573-97ec-bdc5fcb2e151 | Q3 | GENWORTH FINANCIAL, INC. | 302118 | GENWORTH FINANCIAL, INC. | 2009 | third_quarter | RET | HR2748 Retirement Security Needs Lifetime Pay Act S1297 Retirement Security for Life Act HR384 Reform the Troubled Assets Relief Program of the Secretary of the Treasury and Ensure Accountability Under Such Program HR1242 Provides for additional monitoring and accountability of the Troubled Assets Relief Program HR1406 Stock Market Recovery Act HR1650 Troubled Assets Relief Program Enhancement Act HR1880 National Insurance Consumer Protection Act | Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of | 980000 | 0 | 0 | 2009-10-16T15:44:36-04:00 | |
| 833212 | TIMMONS AND COMPANY, INC. f450f95f-fd47-4899-b2cb-31f5dc11a854 | Q3 | TIMMONS AND COMPANY, INC. | 38164 | AMERICAN COUNCIL OF LIFE INSURERS | 2009 | third_quarter | RET | H.R. 2748 - To amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments by excluding from income a portion of such payments. S. 1389 - A bill to clarify the exemption for certain annuity contracts and insurance policies from Federal regulation under the Securities Act of 1933. H.R. 1984 - To amend title I of the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans. H.R. 1988 - To amend title I of the Employee Retirement Income Security Act of 1974 to provide for independent investment advice for participants and beneficiaries under individual account plans. H.R. 2989 - To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans, to amend such Act to provide for independent investment advice for participants and beneficiaries under individual account plans, and to amend such Act and the Internal Revenue Code of 1986 to provide transitional relief under certain pension funding rules added by the Pension Protection Act of 2006. H.R. 2779 - To amend the Internal Revenue Code of 1986 to provide transparency with respect to fees and expenses charged to participant-directed defined contribution plans, and to improve participant communication. S. 697 - A bill to amend the Public Health Service Act to help individuals with functional impairments and their families pay for services and supports that they need to maximize their functionality and independence and have choices about community participation, education, and employment, and for other purposes. H.R. 1721 - To amend the Public Health Service Act to help individuals with functional impairments and their families pay for services and supports that they need to maximize their functionality and independence and have choices about community part… | HOUSE OF REPRESENTATIVES,SENATE | 100000 | 0 | 0 | 2009-10-16T16:27:26-04:00 | |
| 833225 | NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION, INC. e37c23d3-d3b3-444d-83b6-41c7629858f4 | Q3 | NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION, INC. | 27742 | NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION, INC. | 2009 | third_quarter | RET | Multiemployer Pension Reform | HOUSE OF REPRESENTATIVES,SENATE | 64041 | 0 | 0 | 2009-10-16T16:29:32-04:00 | |
| 833388 | LIZ ROBBINS ASSOCIATES fc5eb906-1003-4094-ae02-423c19e40b69 | Q3 | LIZ ROBBINS ASSOCIATES | 33432 | NCR | 2009 | third_quarter | RET | Pension reform. | HOUSE OF REPRESENTATIVES,SENATE | 45000 | 0 | 0 | 2009-10-16T16:51:42-04:00 | |
| 833419 | SOCIETY FOR HUMAN RESOURCE MANAGEMENT 02437d1e-5734-4391-8e61-ca08a340a4c0 | Q3 | SOCIETY FOR HUMAN RESOURCE MANAGEMENT | 35946 | SOCIETY FOR HUMAN RESOURCE MANAGEMENT | 2009 | third_quarter | RET | H.R. 3185, 401 (k) Fair Disclosure for Retirement Security Act (Fee Disclosure) S. 722/H.R. 1586, Taxpayer Certainty and Relief Act (Executive Compensation for TARP Recipients) H.R. 2625/S. 1153, Tax Equity for Health Plan Beneficiaries Act of 2009 (Tax Equity for Domestic Partners) H.R. 2989/S. 401K, Fair Disclosure and Pension Security Act of 2009 (Fee Disclosure) H.R. 3126, Consumer Financial Protection Agency Act (Retirement Plans) H.R. 3548, Unemployment Compensation Act of 2009 (Unemployment Insurance) H.R. 3149, The Equal Employment for All Act (Consumer Protection of Information) | HOUSE OF REPRESENTATIVES,SENATE | 522573 | 0 | 0 | 2009-10-16T16:55:41-04:00 | |
| 833554 | AMERICAN INVESTMENT COUNCIL F/K/A PEGCC c7e41db3-ebc3-4a38-85e2-e870aa1eee23 | Q3 | AMERICAN INVESTMENT COUNCIL F/K/A PEGCC | 316536 | AMERICAN INVESTMENT COUNCIL F/K/A PEGCC | 2009 | third_quarter | RET | None. | HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of,White House Office | 830000 | 0 | 0 | 2009-10-16T17:35:13-04:00 | |
| 833683 | CAPITOL HILL STRATEGIES, LLC 5d91acb5-d2c4-47ba-bf1a-844a486dcc7f | Q3 | CAPITOL HILL STRATEGIES, LLC | 91774 | DELTA AIR LINES INC AND ITS SUB NORTHWEST AIRLINES INC (FKA NORTHWEST AIRL | 2009 | third_quarter | RET | Draft legislation (Pomeroy) to provide funding relief to defined benefit pension plans | HOUSE OF REPRESENTATIVES,SENATE | 40000 | 0 | 0 | 2009-10-16T18:21:44-04:00 | |
| 833688 | CAPITOL HILL STRATEGIES, LLC df20b79c-b4a6-4439-84c7-f7fbe32421d1 | Q3 | CAPITOL HILL STRATEGIES, LLC | 91774 | FMR LLC | 2009 | third_quarter | RET | H.R. 2779, Defined Contribution Plan Fee Transparency Act of 2009 H.R. 2989, 401(k) Fair Disclosure and Pension Security Act of 2009 | HOUSE OF REPRESENTATIVES,SENATE | 60000 | 0 | 0 | 2009-10-16T18:22:47-04:00 | |
| 833702 | CAPITOL HILL STRATEGIES, LLC 07f2f7c1-1e2c-4fbf-90ef-7c258e4c108a | Q3 | CAPITOL HILL STRATEGIES, LLC | 91774 | INVESTMENT COMPANY INSTITUTE | 2009 | third_quarter | RET | H.R. 2779, Defined Contribution Plan Fee Transparency Act of 2009 H.R. 2989, 401(k) Fair Disclosure and Pension Security Act of 2009 | HOUSE OF REPRESENTATIVES,SENATE | 40000 | 0 | 0 | 2009-10-16T18:26:50-04:00 | |
| 833759 | CAPITOL HILL STRATEGIES, LLC 5506959e-1791-4758-84fa-f641a01a49f4 | Q3 | CAPITOL HILL STRATEGIES, LLC | 91774 | PRUDENTIAL FINANCIAL INC | 2009 | third_quarter | RET | H.R. 2779, Defined Contribution Plan Fee Transparency Act of 2009 H.R. 2989, 401(k) Fair Disclosure and Pension Security Act of 2009 | HOUSE OF REPRESENTATIVES,SENATE | 40000 | 0 | 0 | 2009-10-16T18:47:56-04:00 | |
| 834075 | ALFRED W. CORS, JR 5b93cf5e-f543-4d9e-8953-ed51783744a3 | Q3 | ALFRED W. CORS, JR | 285277 | RETIRESAFE | 2009 | third_quarter | RET | H.R. 1067 - Notch Fairness Act H.R. 236 - Social Security Protection Act H.R. 322- repeal of Social Security Earnings Test H.R. 1519/H.R. 883/ H.R. 1058 -repeal of income taxes on Social Security benefits H.R. 541 - index the Social Security benefit income tax threshold limits for tax purposes to inflation Support a fair and accurate cost-of-living adjustment annually for Social Security beneficiaries | Agriculture, Dept of (USDA),Centers For Medicare and Medicaid Services (CMS),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Office of Management & Budget (OMB),SENATE,U.S. Trade Representative (USTR) | 18892 | 0 | 0 | 2009-10-17T18:30:17-04:00 | |
| 834443 | VANGUARD GROUP 5eac9dda-31eb-4fe2-a6e6-23477baa9bbb | Q3 | VANGUARD GROUP | 291058 | VANGUARD GROUP | 2009 | third_quarter | RET | S. 401 - Defined Contribution Fee Disclosure Act of 2009 H.R. 1984 - 401(k) Fair Disclosure for Retirement Security Act H.R. 2779 - Defined Contribution Plan Fee Transparency Act (please see addendum page) H.R. 2989 - 401(k) Fair Disclosure and Pension Security Act H.R. 1988 - Conflicted Investment Advice Prohibition Act of 2009 H.R. 2021 - Savings Recovery Act of 2009 Proposals regarding target date funds utilized in retirement plans Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans Proposals related to expansion of SIMPLE IRAs Proposals relating to the establishment of discretionary payroll deduction IRAs Proposals relating to the creation of new qualified retirement plans for small business | HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of | 300000 | 0 | 0 | 2009-10-18T22:44:19-04:00 | |
| 834775 | LOCKE LORD PUBLIC POLICY GROUP LLC 2906feff-fc18-486d-bdc7-8c46d6b0c03a | Q3 | LOCKE LORD PUBLIC POLICY GROUP LLC | 300971 | DALLAS POLICE & FIRE PENSION SYSTEMS | 2009 | third_quarter | RET | Public sector pension legislation | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2009-10-19T09:37:12-04:00 | |
| 834859 | SANDRA WISE d9a374d0-456f-4bf7-bd2b-5ecc158d1ba4 | Q3 | SANDRA WISE | 40025210 | NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE | 2009 | third_quarter | RET | Entitlement Commission. S. 276, H.R. 3116: provisions establishing a National Commission on Entitlement Solvency to review and report to the President and Congress on the Social Security and Medicare programs and make recommendations and proposed legislative language. Social Security Cost of Living Adjustment for 2010 Replacement Benefit. H.R. 3626, H.R. 3672, H.R. 3597, S. 1685. Provision providing a one-time, emergency benefit to seniors and persons with disabilities to compensate for the lack of a 2010 Social Security cost of living adjustment. Social Security Cost of Living Adjustment. H.R. 3557, H.R. 3572: providing for a Social Security COLA in 2010. Seniors' Cost of Living Adjustment (COLA). H.R. 1371/ H.R. 2429: provisions establishing a consumer price index for elderly consumers to compute cost-of-living increases for Social Security and Medicare benefits; authorizing a Cost of Living Adjustment for Social Security recipients in 2010 (No legislation introduced). Social Security Private Accounts. H.R. 107: provision establishing Social Security private accounts. Social Security Trust Funds. H.R. 1276, S. 86, H.R. 219, H.R. 1712: provisions removing Social Security Trust Fund receipts and disbursements from the federal budget baseline, limiting Trust Fund proceeds to OASDI purposes, and prohibiting the use of Social Security payroll tax monies for private accounts. Social Security Benefits. S. 426: requiring progressive indexing and longevity indexing of Social Security old-age insurance benefits. Social Security Government Pension Offset (GPO) and Windfall Elimination Provision (WEP). S. 484, H. R. 235: repealing both the GPO and WEP; S. 490, H. R. 1221: repealing the WEP. Older Workers/Workforce Participation. S. 502: promoting the labor force participation of older Americans. | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2009-10-19T09:48:54-04:00 | |
| 834893 | APTIV, PLC ac207965-6e00-4d99-a74d-6a49ac7a8fff | Q3 | APTIV, PLC | 49054 | APTIV PLC | 2009 | third_quarter | RET | Pension issues relating to bankruptcy Transfer of company pension to PBGC | Energy, Dept of,Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Pension Benefit Guaranty Corporation (PBGC),SENATE,Transportation Security Administration (TSA) | 190000 | 0 | 0 | 2009-10-19T09:51:56-04:00 | |
| 834975 | CHAMBER OF COMMERCE OF THE U.S.A. 102e20ba-30c8-4c21-b276-cef0795b7d8c | Q3 | CHAMBER OF COMMERCE OF THE U.S.A. | 38756 | CHAMBER OF COMMERCE OF THE U.S.A. | 2009 | third_quarter | RET | H.R. 3200, Americas Affordable Health Choices Act of 2009, provisions relating to employers making certain changes to retiree health benefits H.R. 2989, 401(k) Fair Disclosure and Pension Security Act of 2009, provisions related to plan fee disclosures, investment advice, and defined benefit plan funding H.R.1984, 401(K) Fair Disclosure for Retirement Security Act Of 2009, provisions related to plan fee disclosures for 401(k) plans H.R.1988, The Conflicted Investment Advice Prohibition Act of 2009 H.R. 2779, The Defined Contribution Plan Fee Transparency Act of 2009 H.R. 2021, Savings Recovery Act of 2009 Issues relating to legislation to encourage economic recovery and reinvestment while protecting pension security (specific legislation not yet introduced) Issues related to defined benefit plan funding relief (no specific legislation introduced) | Agriculture, Dept of (USDA),Army, Dept of (Corps of Engineers),Commerce, Dept of (DOC),Consumer Product Safety Commission (CPSC),Defense, Dept of (DOD),Environmental Protection Agency (EPA),Equal Employment Opportunity Commission (EEOC),Executive Office of the President (EOP),Federal Accounting Standards Advisory Board (FASAB),Federal Communications Commission (FCC),Federal Reserve System,Federal Trade Commission (FTC),General Services Administration (GSA),Health & Human Services, Dept of (HHS),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Housing & Urban Development, Dept of (HUD),Justice, Dept of (DOJ),Labor, Dept of (DOL),Maritime Administration (MARAD),Natl Aeronautics & Space Administration (NASA),Natl Economic Council (NEC),Natl Labor Relations Board (NLRB),Natl Mediation Board,Natl Security Council (NSC),Office of Management & Budget (OMB),Securities & Exchange Commission (SEC),SENATE,Small Business Administration (SBA),State, Dept of (DOS),St. Lawrence Seaway Development Corporation,Transportation, Dept of (DOT),Treasury, Dept of,U.S. Fish & Wildlife Service (USFWS),U.S. Trade Representative (USTR),White House Office | 34690000 | 0 | 0 | 2009-10-19T10:02:22-04:00 | |
| 835055 | SQUIRE PATTON BOGGS f209c90f-d592-4336-b98a-fa0904b40cd6 | Q3 | SQUIRE PATTON BOGGS | 30906 | AON SERVICE CORPORATION (FKA AON HEWITT) | 2009 | third_quarter | RET | Fee disclosure rules relating to Section 408(b)(2) of ERISA (H.R. 2989 - 401(k) Fair Disclosure and Pension Security Act of 2009 and H.R. 2779, The Defined Contribution Plan Fee Transparency Bill. | HOUSE OF REPRESENTATIVES,SENATE | 250000 | 0 | 0 | 2009-10-19T10:08:53-04:00 | |
| 835056 | SQUIRE PATTON BOGGS 826cd0d7-7996-4679-acbe-11d914931184 | Q3 | SQUIRE PATTON BOGGS | 30906 | HILLSIDE FAMILY OF AGENCIES | 2009 | third_quarter | RET | Issues related to pension plan funding. | HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of | 30000 | 0 | 0 | 2009-10-19T10:08:56-04:00 | |
| 835134 | THE RHOADS GROUP b5e1cca7-477e-4edd-b203-729cb7fbd405 | Q3 | THE RHOADS GROUP | 6644 | NCR CORPORATION | 2009 | third_quarter | RET | 401K Fair Disclosure and Pension Secrity Act of 2009 (H.R.2989) | HOUSE OF REPRESENTATIVES,SENATE,Veterans Affairs, Dept of (VA) | 50000 | 0 | 0 | 2009-10-19T10:16:34-04:00 | |
| 835196 | LOCKE LORD PUBLIC POLICY GROUP LLC dc04de1e-9e45-4cdf-be3b-c6e26c0f807e | Q3 | LOCKE LORD PUBLIC POLICY GROUP LLC | 300971 | HOUSTON FIREFIGHTERS RELIEF AND RETIREMENT FUND | 2009 | third_quarter | RET | Public sector pension legislation | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2009-10-19T10:22:40-04:00 | |
| 835228 | THE GOODYEAR TIRE & RUBBER COMPANY 859e0d8d-301d-4f09-8e44-9841a4a28878 | Q3 | THE GOODYEAR TIRE & RUBBER COMPANY | 16555 | GOODYEAR TIRE & RUBBER COMPANY | 2009 | third_quarter | RET | Formulation and passage of legislation to provide temporary pension funding relief by temporarily adjusting pension funding requirements. | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Natl Economic Council (NEC),SENATE,Treasury, Dept of | 430000 | 0 | 0 | 2009-10-19T10:25:50-04:00 | |
| 835352 | THE ARC OF THE UNITED STATES f0ec2fbd-a774-4df3-b39e-1aec2e10f582 | Q3 | THE ARC OF THE UNITED STATES | 4174 | ARC OF THE UNITED STATES | 2009 | third_quarter | RET | Improvements to Title II and Title XVI for people with disabilities. Protection of disabled adult child benefits. Issues regarding the future of disability policy. Supplemental Security Income program issues, provisions dealing with persons with disabilities. Social Security Disabililty program issues. Regulations affecting Title II or Title XVI of the Social Security Act, provisions dealing with persons wth disabilities. Implementation of Ticket to Work and Work Incentives Improvement Act. Work incentives and other improvements for people with disabilities in Titles II and XVI of the Social Security Act. SSA's Limitation on Administrative Expenses issues. SSA's proposal for Expedited Records Requests (ERR) and privacy issues. Representative payee issues. Attorneys' representatives' fees issues. Electronic Records Request and privacy issues. | Centers For Medicare and Medicaid Services (CMS),Commerce, Dept of (DOC),Education, Dept of,Election Assistance Commission (EAC),Equal Employment Opportunity Commission (EEOC),Government Accountability Office (GAO),Health & Human Services, Dept of (HHS),Homeland Security, Dept of (DHS),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 | 30000 | 0 | 0 | 2009-10-19T10:35:34-04:00 | |
| 835361 | THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY 6695d8e0-c40b-4fbc-aa7f-2124f4c7ad37 | Q3 | THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY | 29607 | THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY | 2009 | third_quarter | RET | See attachment. RET Third Quarter Report 2009 H.R. 519 The Elder Caregiver Support and Information Enhancement Act of 2009. Issue: LTC additional appropriations for LTC Information clearinghouse. H.R. 897 The Long Term Care and Retirement Security Act of 2009. Issue: LTC in cafeteria and FSA and above the line deductions for LTC premiums. H.R. 1961 - Savings for American Families Future Act Issue: savers' credit H.R.1984 - 401(k) Fair Disclosure for Retirement Security Act of 2009. Issue: Retirement plan fee disclosure. H.R. 1988 Conflicted Investment Advice Prohibition Act of 2009. Issue: Investment Advice. H.R. 2021 Savings Recovery Act of 2009. Issue: Savers credit. H.R. 2733/S. 1389 Fixed Indexed Annuities and Insurance Products Classification Act of 2009. Issue: Clarify exemption for fixed indexed annuities. H.R. 2748 Retirement Security Needs Lifetime Pay Act of 2009. Issue: Tax Incentive for Annuities. H.R. 2779 Defined Contribution Plan Fee Transparency Act of 2009. Issue: 401(k) Plan Fee Disclosure. H.R. 2792 Retirement Savings Transparency Act. Issue: Plan fee disclosure. H.R. 2989 401 (K) Fair Disclosure and Pension Security Act of 2009. Issue: Retirement Plan Fee Disclosure H.R. 3200: Americas Affordable Health Choices Act of 2009. Issue: Long Term Care financing within health reform. S. 391 Healthy Americans Act. Issue: private health insurance including LTC. S. 401 - Defined Contribution Fee Disclosure Act Issue: 401(k) fee disclosure S. 434 Empowered at Home Act of 2009. Issue: Allows above the line tax deduction for LTC premiums. Allows LTC to be offered in cafeteria/ FSA plans. S. 697/ HR 1721 Community Living Assistance Services and Supports Act. Issue: reform of LTC financing. S 702/ HR 2096 Long Term Care Affordability and Security Act of 2009. Issue: allows long term care insurance to be offered in employer sponsored cafeteria plans and FSA. S. 1177 Confidence in Long Term Care Insurance Act of 2009. Issue: Consumer protection for long term car… | HOUSE OF REPRESENTATIVES,SENATE | 865000 | 0 | 0 | 2009-10-19T10:36:37-04:00 | |
| 835949 | ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG) 52b28731-5829-4f00-84df-0bdafc90afee | Q3 | ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG) | 57475 | CITIGROUP MANAGEMENT CORP (FORMERLY KNOWN AS CITIGROUP) | 2009 | third_quarter | RET | Pension reform; retirement savings | Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of | 60000 | 0 | 0 | 2009-10-19T11:18:38-04:00 | |
| 836031 | INTERNATIONAL ASSOCIATION OF FIRE FIGHTERS 308410f8-d598-4fdb-98e6-7d50b14cea3f | Q3 | INTERNATIONAL ASSOCIATION OF FIRE FIGHTERS | 19753 | INTERNATIONAL ASSOCIATION OF FIRE FIGHTERS | 2009 | third_quarter | RET | Improvements to the pension calculation for federal fire fighters Allowing federal fire fighters penalty free access to their deferred compensation accounts | Defense, Dept of (DOD),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,SENATE | 100000 | 0 | 0 | 2009-10-19T11:24:10-04:00 | |
| 836264 | NATIONWIDE MUTUAL INSURANCE COMPANY c5459c73-e8c6-401a-8a7c-239c5b25df34 | Q3 | NATIONWIDE MUTUAL INSURANCE COMPANY | 26411 | NATIONWIDE MUTUAL INSURANCE COMPANY | 2009 | third_quarter | RET | Proposals responding to the effect of the stock market decline on retirement savings accounts. Proposals to expand retirement coverage, including proposals to mandate payroll deduction IRAs (not yet in legislative form) Proposals regarding annuitization of assets from defined contribution plans (not yet in legislative form) HR 2989 - "To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans, to amend such Act to provide for independent investment advice for participants and beneficiaries under individual account plans, and to amend such Act and the Internal Revenue Code of 1986 to provide transitional relief under certain pension funding rules added by the Pension Protection Act of 2006" - to increase 401(K) fee disclosure requirements and make changes to investment advice rules HR 1984 - "401(K) Fair Disclosure for Retirement Security Act" - To amend title 1 of the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans HR 2779 - "Defined contribution Plan Fee Transparency Act" - To amend the Internal Revenue Code of 1986 to provide transparency with respect to fees and expenses charged to participant-directed defined contribution plans, and to improve participant communication | Federal Emergency Management Agency (FEMA),Federal Trade Commission (FTC),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of,U.S. Copyright Office | 1013310 | 0 | 0 | 2009-10-19T11:41:19-04:00 | |
| 836285 | DAVIS & HARMAN LLP 744aec6c-1608-4a48-a0bd-c9ac9099128e | Q3 | DAVIS & HARMAN LLP | 11674 | BUSINESS ROUNDTABLE | 2009 | third_quarter | RET | Proposals relating to defined benefit plan funding and treatment of hybrid plans. Proposals relating to the treatment of employer-provided employee benefit plans. H.R. 2021, Savings Recovery Act. Proposals related to defined contribution plan fees and fee disclosure practices, including H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. | HOUSE OF REPRESENTATIVES,SENATE | 50000 | 0 | 0 | 2009-10-19T11:42:27-04:00 | |
| 836330 | MURDOCH, WALRATH & HOLMES 7fa8fa83-2633-4cd8-83a9-00a5a62b4e0e | Q3 | MURDOCH, WALRATH & HOLMES | 26205 | CALIFORNIA RETIRED TEACHERS ASSOCIATION | 2009 | third_quarter | RET | S 484 Social Security HR 235 Social Security | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2009-10-19T11:47:56-04:00 | ||
| 836479 | SQUIRE PATTON BOGGS 11abb313-61c4-48e0-ab13-2ff16b44c0c6 | Q3 | SQUIRE PATTON BOGGS | 30906 | NEW YORK LIFE INSURANCE COMPANY | 2009 | third_quarter | RET | Pension issues | HOUSE OF REPRESENTATIVES,SENATE | 50000 | 0 | 0 | 2009-10-19T11:55:48-04:00 | |
| 836515 | SQUIRE PATTON BOGGS 18cc147d-a14d-403a-954a-b2686958cc59 | Q3 | SQUIRE PATTON BOGGS | 30906 | NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY | 2009 | third_quarter | RET | Pension issues. | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2009-10-19T11:58:01-04:00 | |
| 836862 | AMERICAN COUNCIL OF LIFE INSURERS f2fba487-7d5e-40ae-8de5-259ca64a465d | Q3 | AMERICAN COUNCIL OF LIFE INSURERS | 2115 | AMERICAN COUNCIL OF LIFE INSURERS | 2009 | third_quarter | RET | S. 1297 Retirement Security for Life Act. Issue: Tax Incentive for Non Qualified Annuities. H.R. 2748 Retirement Security Needs Lifetime Pay Act of 2009. Issue: Tax Incentive for Annuities. H.R. 1988 Conflicted Investment Advice Prohibition Act of 2009. Issue: Investment Advice. H.R.1984 - 401(k) Fair Disclosure for Retirement Security Act of 2009. Issue: Retirement plan fee disclosure. H.R. 2989 401 (K) Fair Disclosure and Pension Security Act of 2009. Issue: Retirement Plan Fee Disclosure S. 697/ HR 1721 Community Living Assistance Services and Supports Act. Issue: reform of LTC financing. H.R. 897 The Long Term Care and Retirement Security Act of 2009. Issue: LTC in cafeteria and FSA and above the line deductions for LTC premiums. S. 434 Empowered at Home Act of 2009. Issue: Allows above the line tax deduction for LTC premiums. Allows LTC to be offered in cafeteria/ FSA plans. S. 391 Healthy Americans Act. Issue: private health insurance including LTC. H.R. 519 The Elder Caregiver Support and Information Enhancement Act of 2009. Issue: LTC additional appropriations for LTC Information clearinghouse. H.R. 1961 - Savings for American Families Future Act Issue: savers' credit S. 401 - Defined Contribution Fee Disclosure Act Issue: 401(k) fee disclosure H.R. 2021 Savings Recovery Act of 2009. Issue: Savers credit. H.R. 2792 Retirement Savings Transparency Act. Issue: Plan fee disclosure. H.R. 2733/S. 1389 Fixed Indexed Annuities and Insurance Products Classification Act of 2009. Issue: Clarify exemption for fixed indexed annuities. S 702/ HR 2096 Long Term Care Affordability and Security Act of 2009. Issue: allows long term care insurance to be offered in employer sponsored cafeteria plans and FSA. S. 1679, Affordable Health Choices Act. Issue: Long Term Care financing with in health reform. S. 1177 Confidence in Long Term Care Insurance Act of 2009. Issue: Consumer protection for long term care. H.R. 3200: Americas Affordable Health Choices Act of 2009. Issue: Long … | HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of | 1760318 | 0 | 0 | 2009-10-19T12:24:01-04:00 | |
| 836892 | UPS (UNITED PARCEL SERVICE) 39f5488f-8901-43e1-bdf1-a0b3e491c5af | Q3 | UPS (UNITED PARCEL SERVICE) | 39223 | UPS (UNITED PARCEL SERVICE) | 2009 | third_quarter | RET | Pension Reform | Commerce, Dept of (DOC),Federal Aviation Administration (FAA),Food & Drug Administration (FDA),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,State, Dept of (DOS),Transportation, Dept of (DOT),Transportation Security Administration (TSA),U.S. Trade Representative (USTR),White House Office | 4410079 | 0 | 0 | 2009-10-19T12:26:15-04:00 | |
| 837069 | NELSON MULLINS RILEY & SCARBOROUGH 80de17fc-61ed-48f0-b8e1-4102c4d671eb | Q3 | NELSON MULLINS RILEY & SCARBOROUGH | 285871 | CROWE PARADIS | 2009 | third_quarter | RET | Issues related to Social Security, Medicare and benefits programs. | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2009-10-19T12:46:04-04:00 | |
| 837099 | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY be6cfcab-84d0-4695-80cb-d366034b9b6b | Q3 | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | 23986 | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | 2009 | third_quarter | RET | See Addendum S. 157, "Retirement Account Distribution Improvement Act of 2009". S. 401, "Defined Contribution Fee Disclosure Act of 2009". H.R. 424, "Retirement Account Distribution Improvement Act of 2009". H.R. 1961, "Saving for American Families' Future Act of 2009". H.R. 1984, "401(k) Fair Disclosure for Retirement Security Act of 2009". H.R. 1988, "Conflicted Investment Advice Prohibition Act of 2009". H.R. 2021, "Savings Recovery Act of 2009". H.R. 2779, "Defined Contribution Fee Transparency Act of 2009". H.R. 2989, "401(k) Fair Disclosure & Pension Security Act of 2009". H.R. ____, Discussion Draft, Bill from Rep. Earl Pomeroy on Defined Benefit Pension Plan Funding (August 25, 2009). Senate Committee on Aging: February 25, 2009, Hearing on the design and market volatility of target date and target maturity of funds in 401(k) plans - No Bill Number. Treasury Department Explanation of the Administration's FY-2010 Budget proposals related to expansion of the 'Saver's Credit' and to the creation of 'Auto IRAs'. General Explanations of the Administrations FY-2010 Revenue proposals, Department of Treasury (May 2009) "Greenbook" - No Bill Number. | Federal Reserve System,HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of | 480000 | 0 | 0 | 2009-10-19T12:50:26-04:00 | |
| 837119 | ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG) e1768e81-0f47-4d7b-8e22-5f2e643dda0c | Q3 | ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG) | 57475 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 2009 | third_quarter | RET | Miscellaneous pension, retirement and savings issues | HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of | 50000 | 0 | 0 | 2009-10-19T12:52:17-04:00 | |
| 837154 | BROWNSTEIN HYATT FARBER SCHRECK, LLP 5c0f83e3-1042-45a1-9872-d5529470bcbd | Q3 | BROWNSTEIN HYATT FARBER SCHRECK, LLP | 7257 | FMR LLC | 2009 | third_quarter | RET | H.R.1984-401(k) Fair Disclosure For Retirement Security Act of 2009 Regulatory reform; net operating loss; carryback; retirement security | HOUSE OF REPRESENTATIVES,SENATE,White House Office | 80000 | 0 | 0 | 2009-10-19T12:56:57-04:00 | |
| 837168 | ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG) c9c4d733-6d57-49e7-9045-668a03296c2b | Q3 | ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG) | 57475 | SECURITIES INDUSTRY & FINANCIAL MARKETS ASSN. | 2009 | third_quarter | RET | Misc. pension and retirement security issues | Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of | 52500 | 0 | 0 | 2009-10-19T12:59:31-04:00 | |
| 837344 | NATIONAL COUNCIL OF FARMER COOPERATIVES cffba915-c520-452b-9ea4-c671d1aafb1b | Q3 | NATIONAL COUNCIL OF FARMER COOPERATIVES | 27638 | NATIONAL COUNCIL OF FARMER COOPERATIVES | 2009 | third_quarter | RET | Defined benefit pension funding relief; provisions relating to farmer cooperatives. | Agriculture, Dept of (USDA),Army, Dept of (Corps of Engineers),Commerce, Dept of (DOC),Commodity Futures Trading Commission (CFTC),Environmental Protection Agency (EPA),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Office of Management & Budget (OMB),SENATE,Transportation, Dept of (DOT),Treasury, Dept of,U.S. Trade Representative (USTR),White House Office | 250000 | 0 | 0 | 2009-10-19T13:14:44-04:00 | |
| 837503 | JULIA J. NORRELL 31f5fabb-adce-4a8b-bbc1-23f19b79963a | Q3 | JULIA J. NORRELL | 29436 | CHUBB CORPORATION | 2009 | third_quarter | RET | H.R. 1776 Pension Preservation and Saving Expenses Act of 2003 | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2009-10-19T13:28:11-04:00 | |
| 837675 | AMERICAN BENEFITS COUNCIL e9b4a909-4dd1-4023-915a-a79b6a235489 | Q3 | AMERICAN BENEFITS COUNCIL | 4675 | AMERICAN BENEFITS COUNCIL | 2009 | third_quarter | RET | Limit Executive Compensation Abuse Act - H.R. 857 The Savings for American Families Future Act of 2009 H.R. 1961 The 401 (k) Fair Disclosure for Retirement Security Act 0f 2009 H.R. 1984 Conflicted Investment Advice Prohibition Act of 2009 H.R. 1988 Savings Recovery Act H.R. 2021 Retirement Security Needs Lifetime Pay Act H.R. 2748 Retirement Savings Transparency Act of 2009 - H.R. 2792 The Defined Contribution Plan Fee Transparency Act H.R. 2779 401 (k) Fair Disclosure and Pension Security Act of 2009 H.R. 2989 Consumer Financial Protection Agency Act of 2009 H.R. 3126 Corporate and Financial Institution Compensation Fairness Act of 2009 H.R. 3269 Taxpayer Responsibility, Accountability and Consistency Act of 2009 H.R. 3408 Pension Funding - additional funding relief for defined benefit pension plans Discussion Draft of defined benefit pension funding relief legislation for single and multiemployer plans. (Rep. Pomeroy, 8/27) Retirement Security defined contribution plans, 401 (k) plans, automatic IRAs, investment advice, the Savers Credit, retirement savings plans for small businesses Cap Executive Officer Pay Act of 2009 - S. 360 The Defined Contribution Fee Disclosure Act of 2009 - S. 401 Shareholder Bill of Rights Act S. 1074 The Pension Benefits Guaranty Corporation (PBGC) Governance Improvement Act S. 1544 Pension funding additional funding relief for defined benefit pension plans Retirement Security defined contribution plans, 401 (k) plans, automatic IRAs, investment advice, the Savers Credit, retirement savings plans for small businesses Health Care Reform Senate Finance Committee Version Americas Healthy Futures Act of 2009 executive compensation provision Regulatory communication with covered federal officials on legislative issues Treasury/IRS pension funding, hybrids, automatic/mandatory individual retirement accounts (IRAs), interest rate guidance, 2010 inflation indexing, annuity issues, Required Minimum Distributions (RMD rules) The Worker, Retiree, and Employer Re… | Centers For Medicare and Medicaid Services (CMS),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of,White House Office | 217005 | 0 | 0 | 2009-10-19T13:44:12-04:00 | |
| 837882 | INSURED RETIREMENT INSTITUTE 06a527c9-4caf-4ea2-b6ef-d58cf78868f1 | Q3 | INSURED RETIREMENT INSTITUTE | 285494 | INSURED RETIREMENT INSTITUTE | 2009 | third_quarter | RET | Legislation and rulingmakings affecting annuities, variable life products and retirement savings including Administration and Congressional proposals on financial services regulatory reform. S. 1297-Retired Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 3126-Consumer Financial Protection Agency Act of 2009, legisation to establish the Consumer Financial Protection Agency as an independent executive agency to regulate the provision of consumer products or services. HR 2609-legislation to establish an Office of Insurance Information within the Department of Treasury. S. 906-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 2554-legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. | HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE | 100000 | 0 | 0 | 2009-10-19T14:00:14-04:00 | |
| 838188 | THE KROGER CO. 53f8cc6b-e79a-4f47-a0ca-b09b8140bbe1 | Q3 | THE KROGER CO. | 88212 | KROGER CO | 2009 | third_quarter | RET | No Bill Introduced Yet. General provisions related to multi-employer pension reform. | HOUSE OF REPRESENTATIVES,SENATE | 70000 | 0 | 0 | 2009-10-19T14:24:21-04:00 | |
| 838221 | SQUIRE SANDERS PUBLIC ADVOCACY, LLC 36a9b6b7-9eea-4b29-bf02-023887adbbad | Q3 | SQUIRE SANDERS PUBLIC ADVOCACY, LLC | 318072 | NATIONWIDE MUTUAL INSURANCE COMPANY | 2009 | third_quarter | RET | Proposals designed to encourage savings and tax legislation impacting insurance industry. | HOUSE OF REPRESENTATIVES | 30000 | 0 | 0 | 2009-10-19T14:25:36-04:00 | |
| 838240 | NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS e9018b4a-7e44-49c7-a87b-f4ea1139373a | Q3 | NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS | 26901 | NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS | 2009 | 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 7327 - Worker, Retiree and Employer Recovery Act of 2008. NAIFA supported. 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-906 - Senior Investor Protection Act of 2009 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. HR 2748 - Security Needs Lifetime-Pay Act of 2009. This bill would give new tax incentives to individuals who elect lifetime payments from their annuities. NAIFA supports. HR 1984 - Imposes new notice and disclosure requirements on providers of services to 401(k) plans, and on plan sponsors. NAIFA opposed. HR 29889 - Would restrict liability protection for employers who make investment advice available to employees enrolled in an employer's 401(k) plan. NAIFA opposed. | HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of | 315000 | 0 | 0 | 2009-10-19T14:26:44-04:00 | |
| 838288 | ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG) da2b727c-eee6-47c9-a936-8e0f7d6797a6 | Q3 | ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG) | 57475 | AMERICAN STAFFING ASSOCIATION | 2009 | third_quarter | RET | Pension and other benefits | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of | 30000 | 0 | 0 | 2009-10-19T14:28:33-04:00 | |
| 838369 | ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG) 0f083c56-b96d-433f-a240-94f1c094ff9f | Q3 | ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG) | 57475 | REYNOLDS AMERICAN INC (FORMERLY KNOWN AS RJ REYNOLDS TOBACCO COMPANY) | 2009 | third_quarter | RET | Pension reform | Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of | 45000 | 0 | 0 | 2009-10-19T14:35:05-04:00 | |
| 838403 | THE COUNCIL OF INSURANCE AGENTS AND BROKERS 61774b8d-70fa-4fbd-8d3a-983c38236c93 | Q3 | THE COUNCIL OF INSURANCE AGENTS AND BROKERS | 11093 | COUNCIL OF INSURANCE AGENTS AND BROKERS | 2009 | third_quarter | RET | Issues related to pensions and employee benefits. | HOUSE OF REPRESENTATIVES,SENATE | 180000 | 0 | 0 | 2009-10-19T14:37:16-04:00 |
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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);