lobbying: lobbying_activities: 237 rows where filing_period = "third_quarter", filing_year = 2011 and issue_code = "RET" sorted by filing

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

237 rows where filing_period = "third_quarter", filing_year = 2011 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_termination	received_date
1144608	PLAN SPONSOR COUNCIL OF AMERICA FKA PROFIT SHARING/401K COUNCIL OF AMERICA 698b6d20-dcda-49f5-9494-422d0d86028b	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	2011	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	2011-10-04T10:37:21.363000-04:00
1144696	AMERICAN FOREIGN SERVICE ASSOCIATION 39a138b4-3ecd-4f10-a1fd-436c37402aa2	Q3	AMERICAN FOREIGN SERVICE ASSOCIATION	2365	AMERICAN FOREIGN SERVICE ASSOCIATION	2011	third_quarter	RET	Issues relating to the pensions and retirement benefits of federal employees, specifically the Foreign Service, including the wage and hourly limitations on rehired annuitants at the State Department.	HOUSE OF REPRESENTATIVES,SENATE		40000	0	2011-10-04T12:40:39.017000-04:00
1144774	PALMETTO GROUP 6cc4be6b-8d6f-4026-a642-e1705fe36c47	Q3	PALMETTO GROUP	18570	NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE	2011	third_quarter	RET	Retirement and Pension Issues	HOUSE OF REPRESENTATIVES,SENATE	39000		0	2011-10-04T15:26:58.923000-04:00
1144798	MR. MORRIS FEIBUSCH 5cb9c79d-bb2e-4914-977e-6055340f5d40	Q3	MR. MORRIS FEIBUSCH	400578741	BITUMINOUS COAL OPERATORS' ASSOCIATION, INC.	2011	third_quarter	RET	Seek legislative relief from impact of Pension Protection Act, including PBGC funding				0	2011-10-04T17:24:14.250000-04:00
1145024	CAPITAL CONCEPTS 95b6a679-a45b-4ac3-b6dc-11eca66675d5	Q3	CAPITAL CONCEPTS	8065	SAVINGS COALITION OF AMERICA	2011	third_quarter	RET	Support enhancing proposals in President's Budget on minimum distributions and permitting 60-day rollover of inherited assets from defined contribution accounts or IRAs for surviving non-spouse beneficiaries				0	2011-10-05T14:59:55.003000-04:00
1145028	THE SAVINGS COALITION OF AMERICA f74a5a3c-0719-47f9-aedc-ee49d9613ea6	Q3	THE SAVINGS COALITION OF AMERICA	34433	SAVINGS COALITION OF AMERICA	2011	third_quarter	RET	Support enhancing proposals in the President's Budget Request on required minimum distributions and permitting 60-day rollover of inherited assest from defined contribution plans or IRAs for surviving non-spouse beneficiaries				0	2011-10-05T15:10:56.863000-04:00
1145303	TRUCKER HUSS APC 7dfce0e0-c7ef-4125-93f2-52a78538b839	Q3	TRUCKER HUSS APC	400537609	WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND	2011	third_quarter	RET	Pension Legislation	HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of	25000		0	2011-10-06T15:19:11.417000-04:00
1146449	ALFRED W. CORS, JR 88fcc1c5-79a9-4d65-a2ac-95496caf334f	Q3	ALFRED W. CORS, JR	285277	RETIRESAFE	2011	third_quarter	RET	Support H.R. 1086, the CPI for Seniors Act Support the Social Security and Medicare Protection Act (now H.R. 1630) Oppose any effort to establish a chained-CPI to determine annual Social Security COLAs.	Centers For Medicare and Medicaid Services (CMS),Food & Drug Administration (FDA),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,SENATE	12760		0	2011-10-11T13:17:22.770000-04:00
1146541	AETNA INC. f99df7b4-f0b0-4072-9d7a-324fa503894f	Q3	AETNA INC.	352	AETNA INC	2011	third_quarter	RET	Retiree health insurance (no bills yet)	Centers For Medicare and Medicaid Services (CMS),Executive Office of the President (EOP),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of,White House Office		1009998	0	2011-10-11T14:40:12.193000-04:00
1146627	AMERICAN COUNCIL OF LIFE INSURERS f99a40e6-28f7-4e4c-8906-51eb615a9315	Q3	AMERICAN COUNCIL OF LIFE INSURERS	2115	AMERICAN COUNCIL OF LIFE INSURERS	2011	third_quarter	RET	H.R. 1173 Fiscal Responsibility and Retirement Security Act of 2011. Issue: Repeal of the CLASS Act. H.R. 493 Genetic Information Non-Discrimination Act of 2008. Issue: Underwriting restrictions on long-term care insurance. H.R. 677/S. 267 The Lifetime Income Disclosure Acts. Issue: Annuity Illustration. H.R. 1534 Small Business Add Value for Employees Act of 2011. Issue: voluntary auto-IRAs. S. 1121 Savings Enhancement by Alleviating Leakage in 401(k) Savings Act. Issue: Limits borrowing from 401(k) plans. H.R. 5025 - the HITECH Extension for Behavioral Health Services Act of 2010Issue: extends health information technology accounting requirements to long-term care insurers. S. 1557, the Automatic IRA Act of 2011. Issue: voluntary IRAs and Multiple Employer Plans.	HOUSE OF REPRESENTATIVES,SENATE		1471400	0	2011-10-11T15:28:59.273000-04:00
1146665	FLEET RESERVE ASSOCIATION 15dd4c63-3315-4f87-966e-a2e5fbe6383b	Q3	FLEET RESERVE ASSOCIATION	14781	FLEET RESERVE ASSOCIATION	2011	third_quarter	RET	S. 344, Retired Pay Restoration; HR 303, Disabled pay restoration; HR 333, Disabled vets Tax termination; HR 181, Early Retirement for certain Reservists; HR 178, SBP/DIC offset repeal; HR 493, Final Months Pay; HR 186, concurrent Receipt.	Defense, Dept of (DOD),HOUSE OF REPRESENTATIVES,SENATE,U.S. Coast Guard (USCG),Veterans Affairs, Dept of (VA)		140000	0	2011-10-11T15:45:18.473000-04:00
1146880	NATIONAL ASSOCIATION FOR UNIFORMED SERVICES 9667b0a5-b4e2-464e-a8a0-be928c999c7b	Q3	NATIONAL ASSOCIATION FOR UNIFORMED SERVICES	26615	NATIONAL ASSOCIATION FOR UNIFORMED SERVICES	2011	third_quarter	RET	To protect the cost of living adjusted Social Security payments by ensuring that any major changes made would grandfather retirees and those near retirement; to improve the Medicare benefit and provide adequate reimbursement rates to health care professionals; establish a Consumer 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,SENATE,Veterans Affairs, Dept of (VA),White House Office		20929	0	2011-10-12T09:45:24.150000-04:00
1147159	FORSCEY, PLLC dbc5ef44-1059-43b1-942f-18f8eae40645	Q3	FORSCEY, PLLC	52880	BITUMINOUS COAL OPERATORS ASSOCIATION	2011	third_quarter	RET	Monitor proposed amendments to the Pension Protection Act of 2006 and proposals to provide PBGC with a risk related premium; and H.R. 1365, the Coal Accountability and Retired Employee Act of 2011 or CARE Act.	HOUSE OF REPRESENTATIVES,SENATE	40000		0	2011-10-12T12:48:39.407000-04:00
1147229	FORSCEY, PLLC c8a64fb4-9736-4129-b9bb-b5505cadc795	3A	FORSCEY, PLLC	52880	BITUMINOUS COAL OPERATORS ASSOCIATION	2011	third_quarter	RET	Monitor proposed amendments to the Pension Protection Act of 2006 and proposals to provide PBGC with a risk related premium; and H.R. 1365, the Coal Accountability and Retired Employee Act of 2011 or CARE Act.	HOUSE OF REPRESENTATIVES,SENATE	40000		0	2011-10-12T13:30:26.923000-04:00
1147518	DAVIS & HARMAN LLP 910d46e1-1c42-4f02-a5d7-1edd4380f2c7	Q3	DAVIS & HARMAN LLP	11674	LINCOLN NATIONAL CORPORATION	2011	third_quarter	RET	Comprehensive pension and retirement savings legislation.	HOUSE OF REPRESENTATIVES,SENATE	30000		0	2011-10-12T17:24:06.843000-04:00
1147658	TREA SENIOR CITIZENS LEAGUE d01284e0-1227-4cae-8300-6f9ec0972262	Q3	TREA SENIOR CITIZENS LEAGUE	38426	TREA SENIOR CITIZENS LEAGUE	2011	third_quarter	RET	Social Security Notch Reform: H.R. 1001 and H.R. 239 and S. 118, Consumer Price Index for the Elderly (CPI-E) and Social Security COLA Fairness: H.R. 456 and H.R. 798 and H.R. 776 and H.R. 1086 and H.R. 2590 and H.R. 2711, Anti U.S. Mexico-Totalization/No Social Security for Unauthorized Work: H.R. 787 and H.R. 148 and S. 95 and S. 181, Social Security Protection: H.R. 1052 and H.R. 219 and H.CON.RES. 72 and S. 123	HOUSE OF REPRESENTATIVES,SENATE		40000	0	2011-10-13T10:27:39.867000-04:00
1147851	NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION (NRECA) 66bbae75-99f8-47c6-a08a-9e0058268343	Q3	NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION (NRECA)	28515	NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION (NRECA)	2011	third_quarter	RET	S. 145: Older Worker Opportunity Act of 2011 (Sec. 1-2, retirement plan tax implications) To promote labor force participation of older Americans, with the goals of increasing retirement security, reducing the projected shortage of experienced workers, maintaining future economic growth, and improving the Nation's fiscal outlook. S. 267 - Lifetime Income Disclosure Act (Sec. 1-2, annuitization information) To amend the Employee Retirement Income Security Act of 1974 to require a lifetime income disclosure. S. 439 - Deficit Reduction and Budget Reform Act of 2011 (Title VIII, tax benefit / retirement issues, Community Living Assistance Services and Supports, CLASS, Program) H.R. 2010, S. 1098- Family and Retirement Health Investment Act of 2011 (Title 1, to repeal limits/caps on tax preferred health accounts) Issue: Super Committee (Pension Benefit Guaranty Corporation Premiums) (changes to current law tax treat of qualified health and retirement plans)	HOUSE OF REPRESENTATIVES,SENATE		708000	0	2011-10-13T12:41:18.550000-04:00
1147926	APTIV, PLC df68d358-fed0-422c-a9d0-6ac122851e04	Q3	APTIV, PLC	49054	APTIV PLC	2011	third_quarter	RET	No activity this quarter	Defense, Dept of (DOD),Energy, Dept of,Environmental Protection Agency (EPA),HOUSE OF REPRESENTATIVES,SENATE		106396	0	2011-10-13T13:14:48.253000-04:00
1147952	NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE 9f0eae82-2207-45f6-acfe-676a10277ece	Q3	NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE	27467	NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE	2011	third_quarter	RET	Consumer Price Index for Elderly Consumers. H.R. 798, H.R. 1086, H.R. 776, H.R. 539, H.R. 456: provisions establishing a consumer price index for elderly consumers (CPI-E) to compute cost-of-living increases for Social Security and Medicare benefits and authorizing a cost-of-living adjustment for Social Security recipients in 2011. Social Security Cost-of-Living Adjustment. H.R. 776, H.R.539: providing for a Social Security COLA in non-COLA years. Chained CPI (No bill). proposal to replace the current index used to calculate the Social Security COLA with a chained CPI. Social Security Privatization. H.R. 2109, H.R. 2889: provisions converting Social Security to a system of private investment accounts. Social Security Protection. H.R. 1118, H.R. 796, H.R. 1630, S. 582 S.AMDT. 207 to S. 493: provisions removing Social Security Trust Fund receipts and disbursements from the federal budget baseline; limiting Trust Fund proceeds to OASDI purposes; prohibiting increases to the retirement age or the early retirement age, reductions in cost-of-living increases, reductions of benefit payment amounts, or the creation of private retirement accounts carved out of Social Security. Social Security Benefits. S. 1213, S. 804: provisions requiring progressive indexing or modifying cost-of-living adjustments (COLA) to one percent below the general COLA and implementing longevity indexing (i.e., raising the retirement age) of Social Security old-age insurance benefits. Social Security Payroll Tax (No bill). Proposal to extend the current payroll tax holiday through the end of Calendar Year 2012, increase the percentage reduction from the current 2 percent to 3.1 percent, and extend it to employers in certain situations. Social Security Government Pension Offset (GPO) and Windfall Elimination Provision (WEP). H.R. 1332, S. 113: provisions repealing the GPO and/or WEP. Annual Social Security Statements (No bill). Options to modify the Social Security Administrations decision suspending the production and mail…	Administration on Aging,Centers For Medicare and Medicaid Services (CMS),Employment & Training Administration,Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,President of the U.S.,SENATE,Social Security Administration (SSA),Vice President of the U.S.		310000	0	2011-10-13T13:18:59.507000-04:00
1148114	MUTUAL OF OMAHA 2f5af02c-11f1-4b4a-88c1-2324a7479986	Q3	MUTUAL OF OMAHA	26284	MUTUAL OF OMAHA	2011	third_quarter	RET	S 267 - HR 677 - Lifetime Income Disclosure Act - annual disclosure on defined contribution benefit statements of the annuity equivalent of a participant's account balance.	HOUSE OF REPRESENTATIVES,SENATE		136000	0	2011-10-13T14:55:28.927000-04:00
1148192	CORNERSTONE GOVERNMENT AFFAIRS, INC. 09fb828a-5651-4020-8426-60bd4292de02	Q3	CORNERSTONE GOVERNMENT AFFAIRS, INC.	75557	CUSTODIA FINANCIAL	2011	third_quarter	RET	monitor the issues related to retirement plans.	HOUSE OF REPRESENTATIVES,SENATE	60000		0	2011-10-13T15:20:07.733000-04:00
1148521	LAWRENCE J. ROMANS & ASSOCIATES, LLC bedf8c02-38a2-4d05-b4da-1a75b8addd96	Q3	LAWRENCE J. ROMANS & ASSOCIATES, LLC	61072	CHARLES SCHWAB & CO INC	2011	third_quarter	RET	Department of Labor proposed rule on the Definition of Fiduciary under Section 3(21) of the Employee Retirement Income Security Act.	HOUSE OF REPRESENTATIVES,SENATE	30000		0	2011-10-13T17:54:15.520000-04:00
1148574	CON-WAY INC (FORMERLY KNOWN AS CNF INC) 6e834f5d-5c02-4cc3-b820-a32ad6f213c8	Q3	CON-WAY INC (FORMERLY KNOWN AS CNF INC)	9591	CON-WAY INC (FORMERLY KNOWN AS CNF INC)	2011	third_quarter	RET	Proposed PBGC premium rate changes	Federal Motor Carrier Safety Administration,HOUSE OF REPRESENTATIVES,SENATE,Transportation Security Administration (TSA)		150000	0	2011-10-13T21:47:49.387000-04:00
1148709	NATIONAL LEAGUE OF POSTMASTERS 67c454ed-a137-47d8-bdbf-46d7b42f7887	Q3	NATIONAL LEAGUE OF POSTMASTERS	69297	NATIONAL LEAGUE OF POSTMASTERS	2011	third_quarter	RET	Federal Retirement and other general benefit issues.	HOUSE OF REPRESENTATIVES,Postal Regulatory Commission,SENATE,U.S. Postal Service (USPS)		20000	0	2011-10-14T10:38:05.317000-04:00
1148801	VENABLE LLP cbce97e3-42a1-44e3-a09e-91f9605a6159	Q3	VENABLE LLP	39941	ASSOCIATION OF FOOD AND DAIRY RETAILERS, WHOLESALERS AND MANUFACTURERS	2011	third_quarter	RET	Legislation that would impact funding rules applicable to multiemployer pension plans.	HOUSE OF REPRESENTATIVES,SENATE	60000		0	2011-10-14T11:23:56.283000-04:00
1148905	VENABLE LLP 657fc676-ff71-428d-9479-a15ac0941dc6	Q3	VENABLE LLP	39941	HOSPITAL FOR SPECIAL SURGERY	2011	third_quarter	RET	Monitoring congressional activity related to pensions and the Pension Protection Act	HOUSE OF REPRESENTATIVES,SENATE	40000		0	2011-10-14T12:05:51.960000-04:00
1148965	THE FLOURNOY GROUP, LLC 8ca7a852-2ad8-4ec7-ab3d-a504854b5b21	Q3	THE FLOURNOY GROUP, LLC	400493430	BRACY TUCKER BROWN & VALANZANO ON BEHALF OF DIMENSIONAL FUND ADVISORS	2011	third_quarter	RET	Retirement Security/Pension Policy Issues	HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE	20000		0	2011-10-14T12:27:13.943000-04:00
1149487	ASSOCIATION FOR FINANCIAL PROFESSIONALS 435bc2e0-f98d-4dfc-9812-6a0537cc1526	Q3	ASSOCIATION FOR FINANCIAL PROFESSIONALS	38437	ASSOCIATION FOR FINANCIAL PROFESSIONALS	2011	third_quarter	RET	Plan Funding, Retirement Plan Investments, Disclosure and Fiduciary Issues, Prohibited Transactions, Corporate Governance, Defined Contribution Plan Issues, Defined Contribution Advice, Defined Benefit Plan Temporary Funding Relief, Defined Contribution Fee Disclosure, Defined Benefit and Defined Contribution Plan Use of Derivatives, Stable Value Issues, Dodd-Frank.	Commodity Futures Trading Commission (CFTC),Executive Office of the President (EOP),Federal Accounting Standards Advisory Board (FASAB),Federal Deposit Insurance Corporation (FDIC),Federal Reserve System,Federal Trade Commission (FTC),Government Accountability Office (GAO),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Justice, Dept of (DOJ),Labor, Dept of (DOL),Natl Economic Council (NEC),Pension Benefit Guaranty Corporation (PBGC),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of		6250	0	2011-10-14T15:33:59.097000-04:00
1149826	CHAMBER HILL STRATEGIES 7dae087e-3f84-40d5-8120-4c2a8cfcda6b	Q3	CHAMBER HILL STRATEGIES	400645947	YRC WORLDWIDE INC.	2011	third_quarter	RET	Pension reform legislation related to provisions of P.L. 109-280, the Pension Protection Act of 2006	HOUSE OF REPRESENTATIVES,SENATE	30000		0	2011-10-14T21:21:21.450000-04:00
1149886	LEDGE COUNSEL, INC. 6b922c5a-4f88-4577-9886-da8c808dec39	Q3	LEDGE COUNSEL, INC.	22438	NATIONAL ACTIVE AND RETIRED FEDERAL EMPLOYEES ASSOCIATION	2011	third_quarter	RET	Civil Service Retirement	Federal Retirement Thrift Investment Board,HOUSE OF REPRESENTATIVES,Office of Management & Budget (OMB),Office of Personnel Management (OPM),President of the U.S.,SENATE	20000		0	2011-10-15T10:58:51.420000-04:00
1150155	CGCN GROUP, LLC 0849709d-a4d9-43ae-ad15-16a1361d05e9	Q3	CGCN GROUP, LLC	76992	CUSTODIA FINANCIAL LLC	2011	third_quarter	RET	Monitor issues related to retirement plans. Retirement security issues including participant loans from 401(k) and similar plans (no specific legislation at this time).	HOUSE OF REPRESENTATIVES,SENATE	45000		0	2011-10-16T18:56:27.727000-04:00
1150189	CGCN GROUP, LLC 81b42a78-253c-46d1-9406-f2de5efefb8a	Q3	CGCN GROUP, LLC	76992	FMR LLC (PREVIOUSLY REPORTED AS FIDELITY INVESTMENTS)	2011	third_quarter	RET	Proposed ERISA fiduciary investment advice rule; eDelivery (in connection with 401(k) fee disclosure rules)	HOUSE OF REPRESENTATIVES,SENATE	20000		0	2011-10-16T19:20:38.740000-04:00
1150214	CGCN GROUP, LLC 11c46f91-3b48-479f-b57d-532e551354ca	Q3	CGCN GROUP, LLC	76992	INVESTMENT COMPANY INSTITUTE	2011	third_quarter	RET	Proposed ERISA fiduciary investment advice rule; eDelivery (in connection with 401(k) fee disclosure rules).	HOUSE OF REPRESENTATIVES,SENATE	30000		0	2011-10-16T19:39:44.333000-04:00
1150238	CGCN GROUP, LLC 3f637e06-8909-4cb7-81f6-0d62020d41c1	Q3	CGCN GROUP, LLC	76992	NORTHERN TRUST COMPANY	2011	third_quarter	RET	Department of Labor Proposed Fiduciary Definition Regulations. Proposed ERISA fiduciary investment advice rule; eDelivery (in connection with 401(k) fee disclosure rules)	Commodity Futures Trading Commission (CFTC),HOUSE OF REPRESENTATIVES,SENATE	20000		0	2011-10-16T20:14:52.233000-04:00
1150694	THE ESOP ASSOCIATION bca83d99-70db-4f47-875a-fb97429f2d70	Q3	THE ESOP ASSOCIATION	13858	ESOP ASSOCIATION	2011	third_quarter	RET	Proposed legislation H.R. 1244, S. 1232, S. 1512 and any other 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 IRS Code.	HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of		39981	0	2011-10-17T11:54:29.903000-04:00
1150972	TRANSPORTATION COMMUNICATIONS NATIONAL UNION/IAM (FKA TRANSPORTATION COMMUNICATI dd5d0eb1-d70c-4b6c-b76f-3a1301edd478	Q3	TRANSPORTATION COMMUNICATIONS NATIONAL UNION/IAM (FKA TRANSPORTATION COMMUNICATI	38368	TRANSPORTATION COMMUNICATIONS NATIONAL UNION/IAM (FKA TRANSPORTATION COMMUNICATI	2011	third_quarter	RET	H.R.1 Full-Year Continuing Appropriations Act, 2011 Making appropriations for the Department of Defense and the other departments and agencies of the Government for the fiscal year ending September 30, 2011, and for other purposes. H.R.150 Senior Citizens Tax Elimination Act Amends the Internal Revenue Code to repeal the inclusion of any social security or tier I railroad retirement benefits in gross income. Appropriates funds to cover reductions in transfers to the Social Security and Railroad Retirement Trust Funds resulting from the enactment of this Act. Expresses the sense of Congress against using tax increases to provide revenue necessary to carry out this Act. Affects retired members. H.R.539 Preserving Our Promise to Seniors Act Directs the Secretary of the Treasury to disburse a cash payment of $250 (adjusted for inflation) for each non-COLA year to certain recipients of OASDI benefits, railroad retirement benefits, veterans disability compensation or pension benefits, or Supplemental Security Income (SSI) benefits under SSA title XVI. Affects retired members. H.R.1473 Department of Defense and Full-Year Continuing Appropriations Act, 2011. Title I: General Provisions. It cuts funding for DOL training programs, eliminates appropriations to the Federal Railroad Administration (FRA) railroad safety technology program. Eliminates appropriations for FRA capital assistance for high speed rail corridors and intercity passenger rail service (with a rescission of prior year unobligated balances). Cuts spending in areas that are important to middle class working families and TCU members. H.R.2350 Protecting Taxpayers in Transportation Asset Transfers Act. To secure public investments in transportation infrastructure. Allows for the use of any alternative analysis or environmental impact report relating the Project to satisfy Federal Railroad Administration capital assistance requirements for new fixed guideway capital projects. Supports the concept of this Bill to protect Tax Payers and Amtrak employees fr…	HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Railroad Retirement Board,SENATE,Surface Transportation Board (STB),Transportation, Dept of (DOT)		225000	0	2011-10-17T13:21:22.717000-04:00
1151014	BITUMINOUS COAL OPERATORS' ASSOCIATION, INC. 13ee9e99-05ef-4350-85c5-859c7aeee3a2	Q3	BITUMINOUS COAL OPERATORS' ASSOCIATION, INC.	310494	BITUMINOUS COAL OPERATORS' ASSOCIATION, INC.	2011	third_quarter	RET	Monitor proposed amendments to the Pension Protection Act of 2006 and proposals to provide PBGC with a risk related premium; H.R. 1365, the Coal Accountability and Retirement Employee Act of 2011 or CARE Act.	HOUSE OF REPRESENTATIVES,Mine Safety & Health Administration (MSHA),SENATE		89019	0	2011-10-17T13:48:30.967000-04:00
1151018	BITUMINOUS COAL OPERATORS' ASSOCIATION, INC. b1de3d89-7c4e-4ca8-b0ba-7eb66a418f60	Q3	BITUMINOUS COAL OPERATORS' ASSOCIATION, INC.	310494	BITUMINOUS COAL OPERATORS' ASSOCIATION, INC.	2011	third_quarter	RET	Monitor proposed amendments to the Pension Protection Act of 2006 and proposals to provide PBGC with a risk related premium; H.R. 1365, the Coal Accountability and Retirement Employee Act of 2011 or CARE Act.	HOUSE OF REPRESENTATIVES,Mine Safety & Health Administration (MSHA),SENATE		89019	0	2011-10-17T13:48:56.370000-04:00
1151176	BITUMINOUS COAL OPERATORS' ASSOCIATION, INC. 7fd6b074-3a63-4335-8314-60933b904dc4	Q3	BITUMINOUS COAL OPERATORS' ASSOCIATION, INC.	310494	BITUMINOUS COAL OPERATORS' ASSOCIATION, INC.	2011	third_quarter	RET	Monitor proposed amendments to the Pension Protection Act of 2006 and proposal to provide the PBGC with a risk related premium; H.R.1365, the Coal Accountability and Retired Employee Act of 2011 or CARE Act.	HOUSE OF REPRESENTATIVES,Mine Safety & Health Administration (MSHA),SENATE		89019	0	2011-10-17T14:34:42.020000-04:00
1151411	AZOA SERVICES CORP(ALLIANZ OF AMERICA) FORMERLY AZOA SERIVCES CORP/FIREMAN'S FUND(ALLIANZ OF AMERICA 28c631bb-aa13-4cb1-b5a8-16831fde04a3	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	2011	third_quarter	RET	401 (k) fee disclosure: Track Department of Labor rulemaking regarding 401 (k) fee disclosure. Lifetime Income Disclosure Act: Follow introduction and lobby for legislation that would require 401 (k) plan participants an annual statement projecting the monthly income that would be generated if the account balance were amortized as retirement. this is H.R. 677 in the House and S.267 in the Senate.	Commodity Futures Trading Commission (CFTC),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Risk Management Agency,Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of		620000	0	2011-10-17T15:20:12.637000-04:00
1152303	BARBARA KENNELLY ASSOCIATES, LLC 333ee09d-7f66-41d3-8ddb-ca78ee90b806	Q3	BARBARA KENNELLY ASSOCIATES, LLC	400779344	THE ADVOCACY FUND	2011	third_quarter	RET	To persuade the Joint Select Committee on Deficit Reduction to exclude provisions related to Social Security from its report, including raising the Social Security retirement age, changing the calculation for Cost of Living Adjustments to a "chained" Consumer Price Index, means-testing benefits, increasing the wage cap upon which benefits are calculated, and extending or expanding the current reduced payroll tax contribution.	HOUSE OF REPRESENTATIVES,SENATE	20000		0	2011-10-17T21:05:50.993000-04:00
1152838	RICH FEUER ANDERSON 0cb30398-2286-4d21-a339-f9009353fd15	Q3	RICH FEUER ANDERSON	84775	LPL FINANCIAL CORPORATION	2011	third_quarter	RET	Definition of "fiduciary" under ERISA and application to providers of brokerage services.	HOUSE OF REPRESENTATIVES,SENATE	60000		0	2011-10-18T09:51:13.677000-04:00
1153235	FORSCEY, PLLC b455bbfb-9474-47ac-bdd8-47dcc7ec6064	Q3	FORSCEY, PLLC	52880	CONSOL ENERGY INC	2011	third_quarter	RET	Monitor proposed amendments to the Pension Protection Act of 2006 and proposals to provide PBGC with a risk related premium; and H.R. 1365, the Coal Accountability and Retired Employee Act of 2011 or CARE Act.	HOUSE OF REPRESENTATIVES,SENATE	20000		0	2011-10-18T10:47:57.790000-04:00
1153256	XEROX CORPORATION 353e431f-2229-4358-9ab4-805afab0cb4a	Q3	XEROX CORPORATION	42001	XEROX CORPORATION	2011	third_quarter	RET	75 FR 80638, CFTC Business Conduct Standards-swap counterparties; Rules governing use of swaps as a tool for pension plan funding 75 FR 65263, DOL Definition of Fiduciary-interaction with CFTC rules; Ensure that DOL regulations do not conflict with CFTC promulgation HR 4529, House Budget-PBGC Premiums; Oppose increases in PBGC Premiums 76 FR 23732, CFTC/SEC Margin Requirements; Requirements for Uncleared Swaps for Swap Dealers RIN 3235-AK84, SEC Regulation on Conflict Minerals; Requirement to report utilization of raw materials from the Democratic Republic of Congo	Commerce, Dept of (DOC),Commodity Futures Trading Commission (CFTC),Federal Deposit Insurance Corporation (FDIC),Federal Reserve System,Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Natl Security Council (NSC),Pension Benefit Guaranty Corporation (PBGC),Securities & Exchange Commission (SEC),SENATE,State, Dept of (DOS),Treasury, Dept of,U.S. Trade Representative (USTR),White House Office		450000	0	2011-10-18T10:52:05.760000-04:00
1153273	AK STEEL HOLDING CORPORATION 2e2aa005-9942-4080-b773-d6b69a01756d	Q3	AK STEEL HOLDING CORPORATION	400326536	AK STEEL HOLDING CORPORATION	2011	third_quarter	RET	Pension funding, PBGC	HOUSE OF REPRESENTATIVES,SENATE		91688	0	2011-10-18T10:53:11.853000-04:00
1153407	INTERNATIONAL ASSOCIATION OF FIRE FIGHTERS da52b287-5670-4c0a-847b-d5c415110d8d	Q3	INTERNATIONAL ASSOCIATION OF FIRE FIGHTERS	19753	INTERNATIONAL ASSOCIATION OF FIRE FIGHTERS	2011	third_quarter	RET	Efforts to undermine public pensions, including HR 567, S.347, HRes. 23 Mandatory Social Security coverage. Improvements to the pension calculation for federal fire fighters. Proposed pension cuts for federal employees	Health & Human Services, Dept of (HHS),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,SENATE,Transportation, Dept of (DOT),Treasury, Dept of		105000	0	2011-10-18T11:13:12.447000-04:00
1153646	NATIONAL ASSOCIATION OF LETTER CARRIERS 78e877f5-7537-4793-a5cb-fae1b7397a12	Q3	NATIONAL ASSOCIATION OF LETTER CARRIERS	26898	NATIONAL ASSOCIATION OF LETTER CARRIERS	2011	third_quarter	RET	S.113 & H.R. 1332- Windfall Elimination Provision and Government Pension Offset [Repeal of the WEP for postal retirees who are affected - GOP for postal spousal survivor benefits	HOUSE OF REPRESENTATIVES,SENATE		80000	0	2011-10-18T11:51:53.260000-04:00
1153877	THE NATIONAL GRANGE OF THE ORDER OF PATRONS OF HUSBANDRY 180b2855-f537-4846-95e6-e94ad273a2fe	Q3	THE NATIONAL GRANGE OF THE ORDER OF PATRONS OF HUSBANDRY	27913	NATIONAL GRANGE OF THE ORDER OF PATRONS OF HUSBANDRY	2011	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),Postal Regulatory Commission,SENATE,Transportation, Dept of (DOT),U.S. Postal Service (USPS),U.S. Trade Representative (USTR)		10000	0	2011-10-18T12:46:25.820000-04:00
1153901	CAPITOL HILL STRATEGIES, LLC 66879c13-1758-48ac-9252-8aa65cdd7af4	Q3	CAPITOL HILL STRATEGIES, LLC	91774	INVESTMENT COMPANY INSTITUTE	2011	third_quarter	RET	Issues related to proposed Department of Labor regulations on investment advice.	HOUSE OF REPRESENTATIVES,SENATE	40000		0	2011-10-18T12:47:28.867000-04:00
1153953	CASSIDY & ASSOCIATES, INC. a8c9b6c8-17c8-4c0e-8b63-3c23e108c0b6	Q3	CASSIDY & ASSOCIATES, INC.	8453	DELTA PILOTS PENSION PRESERVATION ORGANIZATION, INC.	2011	third_quarter	RET	IRC & ERISA provisions; PBGC asset allocations and benefits payable.	HOUSE OF REPRESENTATIVES,SENATE	20000		0	2011-10-18T12:55:54.353000-04:00
1153998	CAPITOL HILL STRATEGIES, LLC a35cd4bf-3396-4663-becf-02830f2d991f	Q3	CAPITOL HILL STRATEGIES, LLC	91774	PRUDENTIAL FINANCIAL INC	2011	third_quarter	RET	Legislation to enhance retirement plan options.	HOUSE OF REPRESENTATIVES,SENATE	50000		0	2011-10-18T13:03:08.633000-04:00
1154166	PRINTING INDUSTRIES OF AMERICA, INC. afe6225b-85d5-4a11-a1a0-db3b4920e39a	Q3	PRINTING INDUSTRIES OF AMERICA, INC.	32203	PRINTING INDUSTRIES OF AMERICA INC	2011	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),Postal Rate Commission,Postal Regulatory Commission,SENATE,State, Dept of (DOS),Treasury, Dept of,U.S. Postal Service (USPS)		27939	0	2011-10-18T13:27:11.663000-04:00
1154292	AMERICAN INVESTMENT COUNCIL F/K/A PEGCC 931bbef0-dc19-416f-b73f-ccb4f33b436b	Q3	AMERICAN INVESTMENT COUNCIL F/K/A PEGCC	316536	AMERICAN INVESTMENT COUNCIL F/K/A PEGCC	2011	third_quarter	RET	None.	Commerce, Dept of (DOC),Federal Reserve System,HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of,White House Office		620000	0	2011-10-18T13:48:11.617000-04:00
1154461	AMERICAN FEDERATION OF STATE, COUNTY AND MUNICIPAL EMPLOYEES b0faa484-86d8-4220-82fd-aa245b1da436	Q3	AMERICAN FEDERATION OF STATE, COUNTY AND MUNICIPAL EMPLOYEES	2321	AMERICAN FEDERATION OF STATE COUNTY AND MUNICIPAL EMPLOYEES	2011	third_quarter	RET	HR 12, S. 1549 - Social Security Reform HR 567, S 347 - Public Pension Transparency Act H Res 23 - Public Pensions	Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Office of Management & Budget (OMB),SENATE,Treasury, Dept of,White House Office		720000	0	2011-10-18T14:15:22.453000-04:00
1154664	NATIONAL RURAL LETTER CARRIERS' ASSOCIATION ed8349b7-32e0-4e8b-9723-c87d072e3337	Q3	NATIONAL RURAL LETTER CARRIERS' ASSOCIATION	28526	NATIONAL RURAL LETTER CARRIERS' ASSOCIATION	2011	third_quarter	RET	S. 261-legislation that would transition federal and postal emloyees who are collecting workers' comp into retirement at retirement age S. 644-legislation that would eliminate the FERS pension aspect for any new employee hired after 2013 H.R. 1332-repeal the WEP/GPO provision for postal retirees and spousal survivor benefits who are affected	HOUSE OF REPRESENTATIVES,SENATE		125000	0	2011-10-18T14:35:43.883000-04:00
1154674	DAVIS & HARMAN LLP 7cd1ce8d-a80a-439a-be95-70588821cc63	Q3	DAVIS & HARMAN LLP	11674	AMERICAN BENEFITS COUNCIL	2011	third_quarter	RET	Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business. Proposals relating to defined benefit plan funding. Issues related to regulations addressing liability for partial termination of defined benefit plans. Issues related to tax incentives for retirement savings. Retirement recommendations contained in the final report of the National Commission on Fiscal Responsibility and Reform. Proposals related to stemming leakage from retirement plans through reform of plan loan rules, including S. 1121, Savings Enhancement by Alleviating Leakage in 401(k) Savings Act. Proposals related to stable value investment offerings in defined contribution plans. Proposals related to phased retirement. Proposals to increase PBGC premiums, including those contained in the FY 2012 Obama Administration Budget proposal. Proposals related to retirement target date funds. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans. Issues related to PBGC collections and PBGC disclosure issues. Proposals related to electronic disclosure of information under ERISA. Proposals regarding compliance of retirement plans.	Commodity Futures Trading Commission (CFTC),HOUSE OF REPRESENTATIVES,Pension Benefit Guaranty Corporation (PBGC),SENATE	80000		0	2011-10-18T14:36:47.163000-04:00
1154947	DAVIS & HARMAN LLP 4b1ac6b0-60ee-4633-a852-d46eea341a03	Q3	DAVIS & HARMAN LLP	11674	BUSINESS ROUNDTABLE	2011	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. Proposals related to defined contribution plan fees and fee disclosure practices. Proposals related to increased PBGC premiums, including those contained in the FY 2012 Obama Administration Budget.	HOUSE OF REPRESENTATIVES,Pension Benefit Guaranty Corporation (PBGC),SENATE	30000		0	2011-10-18T15:01:29.947000-04:00
1155092	NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION 59eef9d0-3a0f-4c33-8b55-4cb1b6a375ed	Q3	NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION	28674	NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION	2011	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 no introduced bills in this category were focused upon.	Agriculture, Dept of (USDA),HOUSE OF REPRESENTATIVES,SENATE		120000	0	2011-10-18T15:11:35.147000-04:00
1155262	DAVIS & HARMAN LLP de309833-03e4-4178-bbd3-3d73033f5e97	Q3	DAVIS & HARMAN LLP	11674	PRINCIPAL LIFE INSURANCE COMPANY	2011	third_quarter	RET	Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business. Issues related to tax incentives for retirement savings. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. Proposals to increase PBGC premiums, including those contained in the FY 2012 Obama Administration Budget Proposal.	HOUSE OF REPRESENTATIVES,SENATE	10000		0	2011-10-18T15:25:45.727000-04:00
1155630	DAVID FUNDERBURK e1ba18a0-116e-499c-9d3a-e6ac7d65780f	Q3	DAVID FUNDERBURK	43491	TREA SENIORCITIZENS LEAGUE	2011	third_quarter	RET	In support of Social Security Notch Reform: H.R. 1001, H.R. 239, and S. 118; In support of Social Security COLA Consumer Price Index for the Elderly (CPI-E) and Social Security COLA Fairness: H.R. 456, H.R. 798, H.R. 776, H.R. 1086, H.R. 2590, and H.R. 2711; In opposition to U.S.-Mexico Totalization & For No Social Security for Unauthorized Work: H.R. 787, H.R. 148, S. 95 and S. 181; In support of Social Security Protection: H.R. 1052, H.R. 219, H.Con.Res. 72 and S. 123.	HOUSE OF REPRESENTATIVES,SENATE	40000		0	2011-10-18T16:00:16.130000-04:00
1156133	ALLIED PILOTS ASSOCIATION 57efb0f7-4352-48ee-a177-1d25d8036e77	Q3	ALLIED PILOTS ASSOCIATION	40046359	ALLIED PILOTS ASSOCIATION	2011	third_quarter	RET	GENERAL PENSION PLAN ISSUES	Federal Aviation Administration (FAA),HOUSE OF REPRESENTATIVES,SENATE,State, Dept of (DOS),Transportation, Dept of (DOT)		62000	0	2011-10-18T17:06:21.130000-04:00
1156981	RETIRESAFE c4be132c-3a37-4de9-a4ff-22889cbdf9a9	Q3	RETIRESAFE	11025	RETIRESAFE	2011	third_quarter	RET	Support H.R. 1086, the CPI for Seniors Act Support the Social Security and Medicare Protection Act (now H.R. 1630) Oppose any effort to establish a chained-CPI to determine annual Social Security COLAs.	Centers For Medicare and Medicaid Services (CMS),Food & Drug Administration (FDA),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,SENATE		69589	0	2011-10-19T08:13:30.267000-04:00
1157000	UNITED AUTOMOBILE, AEROSPACE & AGRICULTURAL IMPLEMENT WORKERS 9c7476f6-67a1-44b4-aa45-7149d3caef16	Q3	UNITED AUTOMOBILE, AEROSPACE & AGRICULTURAL IMPLEMENT WORKERS	39052	UNITED AUTOMOBILE AEROSPACE & AGRICULTURAL IMPLEMENT WORKERS	2011	third_quarter	RET	Pension Funding legislation; PBGC issues; Social Security benefits: chained CPI and raising cap on income	Council on Environmental Quality (CEQ),Energy, Dept of,Environmental Protection Agency (EPA),Executive Office of the President (EOP),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Natl Economic Council (NEC),Natl Highway Traffic Safety Administration (NHTSA),Occupational Safety & Health Administration (OSHA),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of,U.S. Trade Representative (USTR),White House Office		550000	0	2011-10-19T08:17:34.210000-04:00
1157057	LOCKE LORD PUBLIC POLICY GROUP LLC 2fb0f46a-2ff7-487c-9327-0fd6bc34fc64	Q3	LOCKE LORD PUBLIC POLICY GROUP LLC	300971	LOUISIANA SHERIFF'S ASSOCIATION	2011	third_quarter	RET	HR 567 and S 347 Public Employee Pension Transparency Act	HOUSE OF REPRESENTATIVES,SENATE	10000		0	2011-10-19T09:15:57.987000-04:00
1157232	AIR LINE PILOTS ASSOCIATION 5610e5d0-5ffa-4a25-a90a-6e4fea65f42d	Q3	AIR LINE PILOTS ASSOCIATION	580	AIR LINE PILOTS ASSOCIATION	2011	third_quarter	RET	Pilot Pension Issues; To Provide for Rollover Treatment to Traditional IRAs of Amounts Received in Airline Carrier Bankruptcy.	Defense, Dept of (DOD),HOUSE OF REPRESENTATIVES,SENATE,State, Dept of (DOS),Transportation, Dept of (DOT)		560000	0	2011-10-19T09:43:55.017000-04:00
1157650	THE CHARLES GROUP, LLC ddf16e24-a767-4498-93d0-e806c0e1dc54	Q3	THE CHARLES GROUP, LLC	53458	ASSOCIATION OF MATURE AMERICAN CITIZENS, INC.	2011	third_quarter	RET	creation of Social Security IRA and other reforms	HOUSE OF REPRESENTATIVES,SENATE			0	2011-10-19T10:45:34.290000-04:00
1157755	THE ARC OF THE UNITED STATES 9b3418eb-6d12-46ec-8d5a-552a12068a4d	Q3	THE ARC OF THE UNITED STATES	4174	ARC OF THE UNITED STATES	2011	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, provisions dealing with persons with disabilities. Work incentives and other improvements for people with disabilities in Titles II and XVI of the Social Security Act. SSA's Work Incentives Simplification proposal. Solvency of the Social Security Trust funds. Disability claims processing.	Centers For Medicare and Medicaid Services (CMS),Education, Dept of,Government Accountability Office (GAO),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Office of Management & Budget (OMB),SENATE,Social Security Administration (SSA),White House Office		30000	0	2011-10-19T11:04:21.867000-04:00
1157796	THE TIMKEN COMPANY 682186ae-582e-460e-a252-cea65094bc17	Q3	THE TIMKEN COMPANY	38153	TIMKEN COMPANY	2011	third_quarter	RET	Defined Benefit Plans Defined Contribution Plans - 401(k) Pension Protection Act Preserve Benefits and Jobs Act	HOUSE OF REPRESENTATIVES,SENATE		93300	0	2011-10-19T11:09:36.727000-04:00
1157868	NATIONAL FRATERNAL ORDER OF POLICE 37a8874b-8f8c-4eef-9f73-beaa52557f4d	Q3	NATIONAL FRATERNAL ORDER OF POLICE	27866	NATIONAL FRATERNAL ORDER OF POLICE	2011	third_quarter	RET	H.R. 327/S. 985, 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; and H.R. 567/S. 347, the "Public Employee Pension Transparency Act," which would undermine existing pension systems for public employees.	Federal Communications Commission (FCC),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Interior, Dept of (DOI),Justice, Dept of (DOJ),SENATE,White House Office		55000	0	2011-10-19T11:19:04.210000-04:00
1157881	GROOM LAW GROUP, CHARTERED 11dc01b9-d607-4322-8757-3a05af7b00f2	Q3	GROOM LAW GROUP, CHARTERED	17000	COLUMBIA FINANCIAL ADVISORS INC.	2011	third_quarter	RET	Proposed regulation issued by the Department of Labor to change the definition of fiduciary under ERISA.	HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE	10000		0	2011-10-19T11:19:07.287000-04:00
1157906	GROOM LAW GROUP, CHARTERED 3750e950-3c72-4d74-864b-0787916377cf	Q3	GROOM LAW GROUP, CHARTERED	17000	CHARTWELL CAPITAL SOLUTIONS	2011	third_quarter	RET	Proposed regulation issued by the Department of Labor to change the definition of fiduciary under ERISA.	HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE	10000		0	2011-10-19T11:22:15.897000-04:00
1157970	INSURED RETIREMENT INSTITUTE 4b2f0392-4bf0-4a38-98a9-ce2a4e7dd2bc	Q3	INSURED RETIREMENT INSTITUTE	285494	INSURED RETIREMENT INSTITUTE	2011	third_quarter	RET	Legislation and rulemakings affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. S. 2832/HR 677, Lifetime Income Disclosure Act, legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. Proposals at the Department of Treasury for increasing Americans access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans access to guaranteed lifetime income solutions. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. S. 1557, the Automatic IRA Act of 2011, legislation that Amends the Internal Revenue Code to require certain employers who do not maintain qualified retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement (automatic IRA arrangement) which grants such employees the right to opt-out of participation.	HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of		73371	0	2011-10-19T11:27:43.837000-04:00
1157972	GROOM LAW GROUP, CHARTERED 90dff483-9333-48b3-9d15-5ac44a3eaa1d	Q3	GROOM LAW GROUP, CHARTERED	17000	COMSTOCK ADVISORS	2011	third_quarter	RET	Proposed regulation issued by the Department of Labor to change the definition of fiduciary under ERISA.	HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE	10000		0	2011-10-19T11:27:44.587000-04:00
1157998	SERVICE EMPLOYEES INTERNATIONAL UNION CTW-CLC e26e3dc5-79ad-4a06-b41e-81ee279c0845	Q3	SERVICE EMPLOYEES INTERNATIONAL UNION CTW-CLC	34887	SERVICE EMPLOYEES INTERNATIONAL UNION CTW-CLC	2011	third_quarter	RET	Retirement; Social Security; Pensions	HOUSE OF REPRESENTATIVES,SENATE		277801	0	2011-10-19T11:29:56.023000-04:00
1158063	GROOM LAW GROUP, CHARTERED 98d21cce-ddd5-454a-8f36-908cf3dfbc8b	3A	GROOM LAW GROUP, CHARTERED	17000	DUFF PHELPS LLC	2011	third_quarter	RET	Proposed regulation issued by the Department of Labor to change the definition of fiduciary under ERISA.	HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE	10000		0	2011-10-19T11:35:21.537000-04:00
1158089	CHRISTOPHER HEINZ 83f150d3-5b25-407a-bdcf-e43f18615de7	Q3	CHRISTOPHER HEINZ	318298	UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA	2011	third_quarter	RET	Issues concerning multi-employer pension plans	Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Transportation, Dept of (DOT)	40000		0	2011-10-19T11:36:34.040000-04:00
1158123	CHRISTOPHER HEINZ 528df74e-099e-4284-be2b-988e63865bb5	Q3	CHRISTOPHER HEINZ	318298	RETIREMENT SECURITY GROUP	2011	third_quarter	RET	Issues regarding multi-employer pension plans. No bill filed.	HOUSE OF REPRESENTATIVES,SENATE	50000		0	2011-10-19T11:40:48.990000-04:00
1158220	DAVIS & HARMAN LLP 46431247-1ac3-4880-a019-dbfb33c6e4a8	Q3	DAVIS & HARMAN LLP	11674	WILLIS NORTH AMERICA INC	2011	third_quarter	RET	Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans.	HOUSE OF REPRESENTATIVES,SENATE	20000		0	2011-10-19T13:40:18.713000-04:00
1158398	JULIA J. NORRELL 849b5164-63d8-4a53-992a-38c0fb87852c	Q3	JULIA J. NORRELL	29436	CHUBB CORPORATION	2011	third_quarter	RET	H.R. 1776 - Pension Preservatio9n and Saving Expenses Act of 2003	HOUSE OF REPRESENTATIVES,SENATE	10000		0	2011-10-19T13:54:27.417000-04:00
1158495	GROOM LAW GROUP, CHARTERED 4603692c-c9fe-473d-b951-5a4751aea8f6	Q3	GROOM LAW GROUP, CHARTERED	17000	HOULIHAN LOKEY	2011	third_quarter	RET	Proposed regulation issued by the Department of Labor to change the definition of fiduciary under ERISA.	HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE	10000		0	2011-10-19T14:02:12.947000-04:00
1158547	WHITMER & WORRALL, LLC 9f4ba085-fdf2-461d-b176-6ccb716f6e12	Q3	WHITMER & WORRALL, LLC	292892	COALITION FOR INDEPENDENT SENIORS (CIS)	2011	third_quarter	RET	Issues related to advocating for public policies related to reverse mortgages that allow seniors to maintain control of their assets and economic independence. Issues related to funding for the Home Equity Conversion Mortgage Program (HECM) at the Department of Housing and Urban Development (HUD).	HOUSE OF REPRESENTATIVES,SENATE	30000		0	2011-10-19T14:07:37.260000-04:00
1158655	NATIONWIDE MUTUAL INSURANCE COMPANY f44d1803-922b-4986-8521-fecd7bb5e903	Q3	NATIONWIDE MUTUAL INSURANCE COMPANY	26411	NATIONWIDE MUTUAL INSURANCE COMPANY	2011	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) S 267; HR 677 - "Lifetime Income Disclosure Act" - A lifetime income disclosure shall set forth the annuity equivalent of the total benefits accrued with respect to the participant or beneficiary HR 1534 - "Save Act of 2011" - Reforms Retirement Plan System HR 774 "Senior Investor Protections Act "- To enhance penalties for violations of securities protections that involve targeting seniors Congressional activity surrounding the Department of Labor's proposed regulation to redefine "fiduciary" S. 1020/ S. 1021 Savings Enhancement by alleviating leakage in 401(k) Savings Act of 2011 alleviates leakage in 401(k) plans	Federal Deposit Insurance Corporation (FDIC),Federal Emergency Management Agency (FEMA),Federal Reserve System,Health & Human Services, Dept of (HHS),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Office of the Comptroller of the Currency (OCC),Securities & Exchange Commission (SEC),SENATE,Transportation, Dept of (DOT),Treasury, Dept of,U.S. Copyright Office		702000	0	2011-10-19T14:14:18.073000-04:00
1158698	THE NICKLES GROUP, LLC cdf67f01-a17d-49e8-804d-42c62deeb08d	Q3	THE NICKLES GROUP, LLC	293335	GENERAL MOTORS LLC	2011	third_quarter	RET	S. 365, Budget Control Act, issues related to Pension Benefit Guarantee Corporation premiums.	HOUSE OF REPRESENTATIVES,SENATE	75000		0	2011-10-19T14:15:29.040000-04:00
1158759	GROOM LAW GROUP, CHARTERED f15c5965-a29f-45da-bab4-ab2918f84f47	Q3	GROOM LAW GROUP, CHARTERED	17000	PRAIRIE CAPITAL ADVISORS, INC.	2011	third_quarter	RET	Proposed regulation issued by the Department of Labor to change the definition of fiduciary under ERISA.	HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE	10000		0	2011-10-19T14:18:56.463000-04:00
1158773	THE DUBERSTEIN GROUP INC. a1017cca-1869-4ec4-b2f2-6184500cff88	Q3	THE DUBERSTEIN GROUP INC.	12675	SUPERVALU	2011	third_quarter	RET	Retirement and pension issues, including multi-employer pension issues - Proposed legislation re this issue.	Commerce, Dept of (DOC),HOUSE OF REPRESENTATIVES,SENATE	100000		0	2011-10-19T14:20:02.290000-04:00
1158855	HOLLAND & KNIGHT LLP c2ccd420-4ab7-4dd9-bd03-6d9a43057fb7	3T	HOLLAND & KNIGHT LLP	18466	BENETRENDS, INC.	2011	third_quarter	RET	Pension reform legislation. ERISA issues and IRS guidance on retirement plan rollovers.	HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),SENATE,Treasury, Dept of	20000		1	2011-10-19T14:25:36.463000-04:00
1158892	GROOM LAW GROUP, CHARTERED e8cec059-57ce-4ee3-a691-fc0fcf312706	Q3	GROOM LAW GROUP, CHARTERED	17000	STOUT RISIUS ROSS INC.	2011	third_quarter	RET	Proposed regulation issued by the Department of Labor to change the definition of fiduciary under ERISA.	HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE	10000		0	2011-10-19T14:27:48.787000-04:00
1158900	THE DUBERSTEIN GROUP INC. e2778010-e580-4455-937f-977965ef6549	Q3	THE DUBERSTEIN GROUP INC.	12675	THE BANK OF NEW YORK MELLON	2011	third_quarter	RET	Fiduciary responsibilities in retirement plans - Executive Branch action re this issue.	HOUSE OF REPRESENTATIVES,Office of Management & Budget (OMB),SENATE,Treasury, Dept of	100000		0	2011-10-19T14:28:54.363000-04:00
1158910	UNIVERSITY OF IOWA f7adc2b8-4875-4e08-8fc9-b8b1f0df246b	Q3	UNIVERSITY OF IOWA	49191	UNIVERSITY OF IOWA	2011	third_quarter	RET	Retirement issues related to universities' pension plans IRA issues related to philanthropic giving	Agriculture, Dept of (USDA),Centers For Medicare and Medicaid Services (CMS),Defense, Dept of (DOD),Federal Emergency Management Agency (FEMA),Health & Human Services, Dept of (HHS),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Natl Institutes of Health (NIH),SENATE,State, Dept of (DOS),Transportation, Dept of (DOT)		88684	0	2011-10-19T14:29:01.677000-04:00
1158981	CASSIDY & ASSOCIATES, INC. 632da517-134b-4462-989a-a1ead61c236e	Q3	CASSIDY & ASSOCIATES, INC.	8453	NCR VOYIX CORPORATION	2011	third_quarter	RET	Pension Benefit Guarantee Corp. provisions in President's budget proposal for FY2012	HOUSE OF REPRESENTATIVES,SENATE	50000		0	2011-10-19T14:32:23.940000-04:00
1159103	AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES d7166462-867a-461b-8dde-1b4ffd20b734	Q3	AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES	3481	AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES	2011	third_quarter	RET	Tax Reform S.267.: Lifetime Income Disclosure Act H.R. 677: Lifetime Income Disclosure Act H.R. 1534: SAVE Act of 2011 S. 1213: Defend and Save Social Security Act S. 1121: Savings Enhancement by Alleviating Leakage in 401(k) Savings Act of 2011	HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),Securities & Exchange Commission (SEC),Treasury, Dept of		252821	0	2011-10-19T14:38:17.643000-04:00
1159112	PRIME POLICY GROUP ae80d12c-3029-4850-8d5f-f85585355e5c	Q3	PRIME POLICY GROUP	400532589	FCA US LLC	2011	third_quarter	RET	H.R.1573 - To facilitate implementation of title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act, promote regulatory coordination, and avoid market disruption; SWAPS - to facilitate pension funding.	HOUSE OF REPRESENTATIVES,SENATE	60000		0	2011-10-19T14:38:21.017000-04:00
1159160	GROOM LAW GROUP, CHARTERED e93033d7-c50a-4445-9cfa-b5cbb75e0cf4	Q3	GROOM LAW GROUP, CHARTERED	17000	WILLAMETTE MANAGEMENT ASSOCIATES	2011	third_quarter	RET	Proposed regulation issued by the Department of Labor to change the definition of fiduciary under ERISA.	HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE	10000		0	2011-10-19T14:40:42.927000-04:00
1159628	GENWORTH FINANCIAL, INC. 59b613c3-7d5d-4cfe-bfb7-8cade6b9b8f3	Q3	GENWORTH FINANCIAL, INC.	302118	GENWORTH FINANCIAL, INC.	2011	third_quarter	RET	Definition of Fiduciary Proposed Rule	Federal Deposit Insurance Corporation (FDIC),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Housing & Urban Development, Dept of (HUD),Office of the Comptroller of the Currency (OCC),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of		1060000	0	2011-10-19T15:03:37.690000-04:00
1159709	PRUDENTIAL FINANCIAL, INC. 9d5a020a-5168-4adc-b110-82a0a5cafb4b	Q3	PRUDENTIAL FINANCIAL, INC.	32338	PRUDENTIAL FINANCIAL INC	2011	third_quarter	RET	H.R. 677 \| S. 267 - Lifetime Income Disclosure Act, all provisions S. 1557 - Automatic IRA Act of 2011, all provisions Issues relating to Small Businesses Add Value for Employees (SAVE) Act Issues relating to electonic disclosure Issues relating to Proposed DOL Fiduciary Regulations Issues relating to Guaranteed Lifetime Income Issues relating to Dodd-Frank, CFTC and SEC swap-related regulatory issues Issues relating to GMWB Interpretive issues Issues relating to 408b-2 Regulatory Issues	HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Office of Management & Budget (OMB),SENATE,Treasury, Dept of,U.S. Trade Representative (USTR)		2620000	0	2011-10-19T15:08:08.690000-04:00
1159859	PPG INDUSTRIES, INC 6fc4a83b-f995-4766-a30f-a7b554fae905	Q3	PPG INDUSTRIES, INC	32021	PPG INDUSTRIES, INC	2011	third_quarter	RET	Issues related to Pension Benefit Guarantee Corporation premiums	Defense, Dept of (DOD),Environmental Protection Agency (EPA),Federal Energy Regulatory Commission (FERC),HOUSE OF REPRESENTATIVES,SENATE		221061	0	2011-10-19T15:16:06.907000-04:00
1160138	WINNING STRATEGIES WASHINGTON 37cafd77-90a6-431d-a3fe-835c0452c648	Q3	WINNING STRATEGIES WASHINGTON	50796	PRUDENTIAL	2011	third_quarter	RET	Financial Services reform and retirement and tax issues	HOUSE OF REPRESENTATIVES,SENATE	20000		0	2011-10-19T15:30:01.497000-04:00
1160166	INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS a01ab84e-aa17-4d3b-a1a9-7d07cfacee71	Q3	INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS	19822	INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS	2011	third_quarter	RET	The IBEW continued to lobby in support of the "Extension of Section 420 and Retiree Life Insurance Act of 2011", legislation that would amend the Internal Revenue Code to encourage employer funding of retiree life insurance benefits. Currently, 420 allows companies with defined benefit plans funded at over 125% to use the excess funds to pay for retiree healthcare. Section 420 sunsets in 2013. This legislation that the IBEW is lobbying in support would renew 420 after it's 2013 expiration.	Environmental Protection Agency (EPA),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE		237232	0	2011-10-19T15:31:11.137000-04:00
1160212	INTERNATIONAL LONGSHORE & WAREHOUSE UNION 3da01080-7b61-4fe9-8239-b459cec3cca7	Q3	INTERNATIONAL LONGSHORE & WAREHOUSE UNION	19981	INTERNATIONAL LONGSHORE & WAREHOUSE UNION	2011	third_quarter	RET	Social Security- strengthen program, no cuts in benefits	Federal Maritime Commission,HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Maritime Administration (MARAD),SENATE,State, Dept of (DOS),Transportation, Dept of (DOT),Transportation Security Administration (TSA),U.S. Coast Guard (USCG)		60000	0	2011-10-19T15:32:26.340000-04:00
1160402	FINANCIAL PLANNING ASSN (FPA) cd75965d-dcb3-4320-976b-efd5b91415b1	Q3	FINANCIAL PLANNING ASSN (FPA)	53733	FINANCIAL PLANNING ASSN (FPA)	2011	third_quarter	RET	Employer provided retirement plans ERISA Fiduciary	HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE		108000	0	2011-10-19T15:39:38.590000-04:00

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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);