lobbying_activities
Data license: Public Domain (U.S. Government data) · Data source: Federal Register API & Regulations.gov API
264 rows where filing_period = "third_quarter", filing_year = 2012 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1283909 | GREENBERG TRAURIG, LLP 3dfc52db-d23f-449e-b41d-e66ebaa10cc4 | 3T | GREENBERG TRAURIG, LLP | 16896 | U S AIRLINE PILOTS ASSOCIATION | 2012 | third_quarter | RET | Pilot's Equitable Treatment Act S. 998; HR 1867 | HOUSE OF REPRESENTATIVES,SENATE | 0 | 1 | 2012-07-20T13:16:08.733000-04:00 | ||
| 1294781 | RICH FEUER ANDERSON 6c443204-4267-418d-ac37-5eb8f8c89a47 | Q3 | RICH FEUER ANDERSON | 84775 | BLACKROCK FUNDS SERVICES GROUP LLC (FORMERLY BLACKROCK CAPITAL MANAGEMENT INC.) | 2012 | third_quarter | RET | Modernization of pension system, included defined contribution plans and annuitization. | HOUSE OF REPRESENTATIVES,Office of the Comptroller of the Currency (OCC),SENATE | 70000 | 0 | 0 | 2012-10-01T13:28:00.147000-04:00 | |
| 1294898 | PALMETTO GROUP f1d3bdb3-1688-49a6-8a37-f2a180e647d8 | Q3 | PALMETTO GROUP | 18570 | NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE | 2012 | third_quarter | RET | Retirement and Pension Issues | HOUSE OF REPRESENTATIVES,SENATE | 57000 | 0 | 0 | 2012-10-02T10:40:22.367000-04:00 | |
| 1294913 | NATIONAL LEAGUE OF POSTMASTERS 4ec83df2-1a98-44b2-9168-9f200dacd065 | Q3 | NATIONAL LEAGUE OF POSTMASTERS | 69297 | NATIONAL LEAGUE OF POSTMASTERS | 2012 | 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 | 2012-10-02T10:56:32.613000-04:00 | |
| 1295022 | FLEET RESERVE ASSOCIATION 03be22c3-348e-4400-87e1-7a04b165a45e | Q3 | FLEET RESERVE ASSOCIATION | 14781 | FLEET RESERVE ASSOCIATION | 2012 | third_quarter | RET | S. 344/HR 303/HR 333/HR 186, Concurrent Reciept; HR 178/S.260, SBP/DIC Offset Repeal | Defense, Dept of (DOD),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,SENATE,Veterans Affairs, Dept of (VA) | 140000 | 0 | 0 | 2012-10-02T14:32:41.343000-04:00 | |
| 1295108 | FORD MOTOR COMPANY 68b7ce88-8983-4c65-b412-eb095a7da3ce | 3A | FORD MOTOR COMPANY | 15133 | FORD MOTOR COMPANY | 2012 | third_quarter | RET | PBGC premium increase proposal in POTUS FY 2012 Budget S. 1813 - pension provision MAP 21 PBGC premium increase and pension stabilization provision in Highway Reauthorization Bill - PL 112-141 | Commodity Futures Trading Commission (CFTC),Energy, Dept of,Environmental Protection Agency (EPA),Export-Import Bank of the United States (EXIM Bank),Federal Deposit Insurance Corporation (FDIC),Federal Reserve System,Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),Securities & Exchange Commission (SEC),SENATE,Surface Transportation Board (STB),Transportation, Dept of (DOT),Treasury, Dept of,U.S. Trade Representative (USTR),White House Office | 1710000 | 0 | 0 | 2012-10-03T10:39:30.083000-04:00 | |
| 1295253 | THE NATIONAL GRANGE OF THE ORDER OF PATRONS OF HUSBANDRY 51c2ee83-c232-484f-a69f-c001f7a665ff | Q3 | THE NATIONAL GRANGE OF THE ORDER OF PATRONS OF HUSBANDRY | 27913 | NATIONAL GRANGE OF THE ORDER OF PATRONS OF HUSBANDRY | 2012 | third_quarter | RET | Social Security Reform | Agriculture, Dept of (USDA),Commodity Futures Trading Commission (CFTC),Council on Environmental Quality (CEQ),Education, Dept of,Environmental Protection Agency (EPA),Federal Communications Commission (FCC),Federal Trade Commission (FTC),Food & Drug Administration (FDA),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Natl Telecommunications & Information Administration (NTIA),Postal Regulatory Commission,SENATE,Transportation, Dept of (DOT),U.S. Postal Service (USPS) | 10000 | 0 | 0 | 2012-10-03T16:27:46.807000-04:00 | |
| 1295445 | RICH FEUER ANDERSON 0bd68dc7-5e1c-44df-b697-b6350803c577 | Q3 | RICH FEUER ANDERSON | 84775 | LPL FINANCIAL CORPORATION | 2012 | third_quarter | RET | Definition of "fiduciary" under ERISA and application to providers of brokerage services. Tax incentives for retirement savings, including H.Con. Res. 101 and HR 4049, the "Automatic IRA Act of 2012." | HOUSE OF REPRESENTATIVES,SENATE | 60000 | 0 | 0 | 2012-10-04T16:10:43.057000-04:00 | |
| 1295717 | UNIVERSITY OF IOWA 8598c359-ca70-4cac-9da3-4c906139fc9a | Q3 | UNIVERSITY OF IOWA | 49191 | UNIVERSITY OF IOWA | 2012 | 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 | 0 | 2012-10-08T10:26:43.090000-04:00 | |
| 1296052 | CORNERSTONE GOVERNMENT AFFAIRS, INC. c6416460-3325-4bb7-b9b0-b162b28ce9be | Q3 | CORNERSTONE GOVERNMENT AFFAIRS, INC. | 75557 | LUMEN TECHNOLOGIES | 2012 | third_quarter | RET | Pension reform. | HOUSE OF REPRESENTATIVES,SENATE | 50000 | 0 | 0 | 2012-10-09T13:07:42.583000-04:00 | |
| 1296200 | EXELIS INC. (FORMERLY ITT CORPORATION) 2b30928e-a075-4e9a-97b2-3dad850985b3 | Q3 | EXELIS INC. (FORMERLY ITT CORPORATION) | 20287 | EXELIS INC. (FORMERLY ITT CORPORATION) | 2012 | third_quarter | RET | House and Senate bills such as the Surfact Transportation Reauthorization bill because it contained a Senate Finance Committee amendment on the tax treatment of single payer defined benefit pension plans as well as premium increases for thre pension benefit Guaranty Corporation. | Air Force, Dept of,Army, Dept of (Other),Defense, Dept of (DOD),Director of National Intelligence (ODNI),Federal Aviation Administration (FAA),HOUSE OF REPRESENTATIVES,Natl Aeronautics & Space Administration (NASA),Natl Oceanic & Atmospheric Administration (NOAA),Navy, Dept of,SENATE,Transportation, Dept of (DOT),Treasury, Dept of,U.S. Marines | 280000 | 0 | 0 | 2012-10-10T09:11:01.950000-04:00 | |
| 1296209 | GREATER NEW YORK HOSPITAL ASSOCIATION 48be7002-207e-4a0e-a8ce-68a264776bba | Q3 | GREATER NEW YORK HOSPITAL ASSOCIATION | 16830 | GREATER NEW YORK HOSPITAL ASSOCIATION | 2012 | third_quarter | RET | The Pension Technical Modification Act (H.R.2656); Highway and Student Loan converence agreement (H.R.4348), provisions relating to pension rules. | Centers For Medicare and Medicaid Services (CMS),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,SENATE,White House Office | 210000 | 0 | 0 | 2012-10-10T09:52:07.243000-04:00 | |
| 1296505 | BITUMINOUS COAL OPERATORS' ASSOCIATION, INC. 3508b688-3e08-4a5e-9647-45f5b19c404f | Q3 | BITUMINOUS COAL OPERATORS' ASSOCIATION, INC. | 310494 | BITUMINOUS COAL OPERATORS' ASSOCIATION, INC. | 2012 | 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,Labor, Dept of (DOL),SENATE | 111800 | 0 | 0 | 2012-10-10T13:55:16.880000-04:00 | |
| 1296717 | SHEET METAL & AIR CONDITIONING CONTRACTORS NAT'L ASSN 91163d38-b346-4eb4-b227-5aeb7aab292e | Q3 | SHEET METAL & AIR CONDITIONING CONTRACTORS NAT'L ASSN | 35068 | SHEET METAL & AIR CONDITIONING CONTRACTORS NAT'L ASSN | 2012 | third_quarter | RET | Savings Recovery Act H.R. 2021 | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2012-10-10T17:34:45.947000-04:00 | ||
| 1297064 | AZOA SERVICES CORP(ALLIANZ OF AMERICA) FORMERLY AZOA SERIVCES CORP/FIREMAN'S FUND(ALLIANZ OF AMERICA 586d0b16-910f-4811-ab1e-699886b9cc27 | 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 | 2012 | third_quarter | RET | 401 (k) fee disclosure: Tract 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. Argue against possible changes to the tax treatment of life insurance products. | HOUSE OF REPRESENTATIVES,Risk Management Agency,Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of | 560000 | 0 | 0 | 2012-10-11T14:33:13.420000-04:00 | |
| 1297713 | THE NATIONAL GRANGE OF THE ORDER OF PATRONS OF HUSBANDRY 5a92b796-d241-4d5e-80ff-48dc0f972c35 | 3A | THE NATIONAL GRANGE OF THE ORDER OF PATRONS OF HUSBANDRY | 27913 | NATIONAL GRANGE OF THE ORDER OF PATRONS OF HUSBANDRY | 2012 | third_quarter | RET | Social Security Reform | Agriculture, Dept of (USDA),Commodity Futures Trading Commission (CFTC),Council on Environmental Quality (CEQ),Education, Dept of,Environmental Protection Agency (EPA),Federal Communications Commission (FCC),Federal Trade Commission (FTC),Food & Drug Administration (FDA),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Natl Telecommunications & Information Administration (NTIA),Postal Regulatory Commission,SENATE,Transportation, Dept of (DOT),U.S. Postal Service (USPS) | 10000 | 0 | 0 | 2012-10-12T12:28:19.123000-04:00 | |
| 1297753 | ASSOCIATION FOR FINANCIAL PROFESSIONALS 7067d2ba-06ea-4e06-a24e-7c2c2aa3a188 | Q3 | ASSOCIATION FOR FINANCIAL PROFESSIONALS | 38437 | ASSOCIATION FOR FINANCIAL PROFESSIONALS | 2012 | 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 | 0 | 2012-10-12T13:22:43.403000-04:00 | |
| 1297965 | THE ARC OF THE UNITED STATES 3e4ea3bc-4549-45f9-ad08-468354368b27 | Q3 | THE ARC OF THE UNITED STATES | 4174 | ARC OF THE UNITED STATES | 2012 | third_quarter | RET | Improvements to Title II and Title XVI for people with disabilities. 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. Continuation of the Work Incentives Planning and Assistance and Protection and Advocacy for Beneficiaries of Social Security programs. | Centers For Medicare and Medicaid Services (CMS),Education, Dept of,Government Accountability Office (GAO),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Housing & Urban Development, Dept of (HUD),Justice, Dept of (DOJ),Natl Council on Disability,Office of Management & Budget (OMB),SENATE,Social Security Administration (SSA),White House Office | 40000 | 0 | 0 | 2012-10-12T16:03:22.277000-04:00 | |
| 1297999 | AMERICAN COUNCIL OF LIFE INSURERS 7118ce0d-a7d8-4200-9632-5291e0293284 | Q3 | AMERICAN COUNCIL OF LIFE INSURERS | 2115 | AMERICAN COUNCIL OF LIFE INSURERS | 2012 | third_quarter | RET | 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. S. 1534 and H.R. 3215 Identity Theft and Tax Fraud Prevention Act: Issue: restriction to DMF data. H.R. 3475 Keeping IDs Safe Act. Issue: restriction to DMF data. H.R. 3482 Tax Crimes and Identity Theft Prevention Act. Issue: restriction to DMF data. H.R. 4049 Automatic IRA Act. Issue: mandatory auto-IRAs H.R. 4050 Retirement Plan Simplification and Enhancement Act. Issue: strengthen multiple employer plans, improve the administration of J&S annuity rules, and other annuity improvements. H.Con.Res.101: Resolution on Retirement Savings Incentives. H.R. 3656 - the Retirement Savings Security Act. Issue: 401(k) plan loans H.R. 2309, the Postal Reform Act of 2011, Issue: USPS sale of financial products. S.1789, the 21st Century Postal Service Act of 2012. Issue: USPS sale of financial services products H.R. 5, the HEALTH Act of 2011. Issue: McCarran Ferguson H.R. 6005, The Long Term Care and Retirement Security Act of 2012, Issue: Long-term care insurance allowed to be offered as part of cafeteria plans S. 3226, Americans Giving Care to Elders Act of 2012, Issue: Caregivers Credit S. 3229, Long-term care Insurance Consumer Right to Know Act of 2012, Issue: third party review of long-term care insurance claims S. 3230, Long Term Care Insurance Integrity Act of 2012, Issue: Consumer protections for Long-term Care. S. 3432 Id… | HOUSE OF REPRESENTATIVES,SENATE | 1680500 | 0 | 0 | 2012-10-12T16:41:33.233000-04:00 | |
| 1298415 | PRINTING INDUSTRIES OF AMERICA, INC. 24e8cd3f-7723-444e-8539-2ae4cc6aef5c | Q3 | PRINTING INDUSTRIES OF AMERICA, INC. | 32203 | PRINTING INDUSTRIES OF AMERICA INC | 2012 | 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) | 148061 | 0 | 0 | 2012-10-15T09:59:05.543000-04:00 | |
| 1298626 | LAWRENCE J. ROMANS & ASSOCIATES, LLC 62c4afdf-26ad-469c-ac4e-45f7210ec4f2 | Q3 | LAWRENCE J. ROMANS & ASSOCIATES, LLC | 61072 | CHARLES SCHWAB & CO INC | 2012 | third_quarter | RET | H.R. 4624, Investment Adviser Oversight Act of 2012; possible regulations on money market funds. . | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2012-10-15T11:26:39.547000-04:00 | |
| 1299024 | FORSCEY, PLLC aea11f26-7e37-40af-a4f7-1141e1f34464 | Q3 | FORSCEY, PLLC | 52880 | BITUMINOUS COAL OPERATORS ASSOCIATION | 2012 | third_quarter | RET | Monitor proposed amendments to the Pension Protection Act of 2006 and proposals to provide the 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,Labor, Dept of (DOL),SENATE | 50000 | 0 | 0 | 2012-10-15T13:58:45.663000-04:00 | |
| 1299027 | FORSCEY, PLLC f40b7fc5-d402-43f3-b88c-cf85b1d1191c | Q3 | FORSCEY, PLLC | 52880 | CONSOL ENERGY INC | 2012 | third_quarter | RET | Monitor proposed amendments to the Pension Protection Act of 2006 and proposals to provide the 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 | 0 | 2012-10-15T13:58:46.647000-04:00 | |
| 1299032 | MUTUAL OF OMAHA 396e3797-974a-4107-a77b-747b7a3f0a77 | Q3 | MUTUAL OF OMAHA | 26284 | MUTUAL OF OMAHA | 2012 | third_quarter | RET | HR 4049 - Automatic IRA Act of 2012 - Automatic IRA Provisions. HR 4050 - Retirement Plan Simplification and Enhancement Act of 2012 - simplify and enhance qualified retirement plans. | HOUSE OF REPRESENTATIVES,SENATE | 150000 | 0 | 0 | 2012-10-15T13:59:48.257000-04:00 | |
| 1299359 | UPS (UNITED PARCEL SERVICE) 9039e44d-58d9-4edd-a18d-a60f791fce72 | Q3 | UPS (UNITED PARCEL SERVICE) | 39223 | UPS (UNITED PARCEL SERVICE) | 2012 | third_quarter | RET | Multi-employer and Single Employer Pension Reform | Energy, Dept of,Food & Drug Administration (FDA),Health & Human Services, Dept of (HHS),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Postal Regulatory Commission,SENATE,State, Dept of (DOS),Transportation, Dept of (DOT),Transportation Security Administration (TSA),Treasury, Dept of,U.S. Customs & Border Protection,U.S. Trade Representative (USTR),White House Office | 961174 | 0 | 0 | 2012-10-15T15:33:05.367000-04:00 | |
| 1299541 | INTERNATIONAL ASSOCIATION OF FIRE FIGHTERS 228a6f7b-3ff7-4afd-aced-3d264c5eb5f1 | Q3 | INTERNATIONAL ASSOCIATION OF FIRE FIGHTERS | 19753 | INTERNATIONAL ASSOCIATION OF FIRE FIGHTERS | 2012 | third_quarter | RET | Efforts to undermine public pensions, including HR 567, S.347, HRes. 23 Mandatory Social Security coverage Proposed pension cuts for federal employees, including HR 3813 and HR 3630 Normal Retirement Age regulations, including HR3561 | Commerce, Dept of (DOC),Health & Human Services, Dept of (HHS),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,SENATE,Transportation, Dept of (DOT),Treasury, Dept of,Veterans Affairs, Dept of (VA),White House Office | 95000 | 0 | 0 | 2012-10-15T16:29:21.797000-04:00 | |
| 1300256 | AMERICAN FOREIGN SERVICE ASSOCIATION cce5eaf8-9243-4efb-a026-62e652ab2468 | Q3 | AMERICAN FOREIGN SERVICE ASSOCIATION | 2365 | AMERICAN FOREIGN SERVICE ASSOCIATION | 2012 | 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 | 30000 | 0 | 0 | 2012-10-16T11:25:27.323000-04:00 | |
| 1300663 | THE CHARLES GROUP, LLC cc63000c-bfac-44b0-b81a-0e392df5f20d | Q3 | THE CHARLES GROUP, LLC | 53458 | ASSOCIATION OF MATURE AMERICAN CITIZENS, INC. | 2012 | third_quarter | RET | creation of Social Security IRA and other reforms | HOUSE OF REPRESENTATIVES | 0 | 0 | 2012-10-16T13:37:51.650000-04:00 | ||
| 1300710 | DAVID FUNDERBURK 59c92a7a-83b0-472f-a343-d1874ae07024 | Q3 | DAVID FUNDERBURK | 43491 | TREA SENIORCITIZENS LEAGUE | 2012 | third_quarter | RET | Social Security Notch Reform: H.R. 1001, H.R. 239, and S. 118; Consumer Price Index for the Elderly (CPI-E) and Social Security Fairness: H.R. 456, H.R. 539, H.R. 798, H.R. 1086, H.R. 2590, H.R. 2711, H.R. 3758 and S. 1876; Anti-U.S.-Mexico Totalization/No Social Security for Illegal Work: H.R. 787, H.R. 148, S. 95 and S. 181; Social Security Protection: H.R. 1056, H.R. 219, H.R. 796, H.R. 1118, S. 123 and S. 582; Social Security Reform: H.R. 1332, H.R. 2797, H.R. 3348, and S. 2010. | HOUSE OF REPRESENTATIVES,SENATE | 40000 | 0 | 0 | 2012-10-16T13:49:54.743000-04:00 | |
| 1301257 | NATIONAL ASSOCIATION OF POSTMASTERS OF THE UNITED STATES 75fced8c-7aa5-45f4-b67b-a9362f015efd | Q3 | NATIONAL ASSOCIATION OF POSTMASTERS OF THE UNITED STATES | 27002 | NATIONAL ASSOCIATION OF POSTMASTERS OF THE UNITED STATES | 2012 | third_quarter | RET | S.2014 - Postal Investment Act of 2011 - among other things would eliminate prefunding retiree health benefits. H.R.1351, H.R.3174, S. 1649 - United States Postal Service Pension Obligation Realculation and Restoration Act of 2011 - among other things would provide the USPS access to over payments to the US Treasury. | HOUSE OF REPRESENTATIVES,SENATE | 47500 | 0 | 0 | 2012-10-16T16:08:32.300000-04:00 | |
| 1301449 | THE ESOP ASSOCIATION fdfb2a9f-a931-489a-b250-9617f1b3afc9 | Q3 | THE ESOP ASSOCIATION | 13858 | ESOP ASSOCIATION | 2012 | third_quarter | RET | Proposed legislation H.R. 1244, S. 1232, S. 1512, S. 3419, and S. 3421 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 | 32259 | 0 | 0 | 2012-10-16T17:04:08.147000-04:00 | |
| 1301467 | DUTKO WORLDWIDE, LLC 09130848-da5e-44bd-b3bd-c76a8d314f37 | Q3 | DUTKO WORLDWIDE, LLC | 12868 | GENERAL MOTORS COMPANY | 2012 | third_quarter | RET | Pension issues related to the Surface Transportation Extension Act of 2012, Park II (PL 112-141) and other issues | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2012-10-16T17:16:17.413000-04:00 | |
| 1301535 | TRUCKER HUSS APC 5e15b4f6-de92-479e-9914-7abf64bbd0e0 | Q3 | TRUCKER HUSS APC | 400537609 | WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND | 2012 | third_quarter | RET | Pension legislation | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of | 60000 | 0 | 0 | 2012-10-16T19:07:55.813000-04:00 | |
| 1302074 | APTIV, PLC 1899148a-9f7a-47bf-bd19-874916803a90 | Q3 | APTIV, PLC | 49054 | APTIV PLC | 2012 | third_quarter | RET | Issues relating to Delphi pension and PBGC | Defense, Dept of (DOD),Energy, Dept of,Environmental Protection Agency (EPA),HOUSE OF REPRESENTATIVES,SENATE | 118574 | 0 | 0 | 2012-10-17T10:32:58.263000-04:00 | |
| 1302392 | CORNERSTONE GOVERNMENT AFFAIRS, INC. 8c4c6aed-69df-4203-a5a8-d7c237d4014d | Q3 | CORNERSTONE GOVERNMENT AFFAIRS, INC. | 75557 | ICON CAPITAL CORPORATION | 2012 | third_quarter | RET | Legislative proposal related to the unrelated business income tax. | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2012-10-17T11:23:05.840000-04:00 | ||
| 1302541 | COVINGTON & BURLING LLP d30c0302-415a-4eb8-82f2-fb878509a34e | Q3 | COVINGTON & BURLING LLP | 11195 | JOHN HANCOCK LIFE INSURANCE COMPANY (USA) (FKA JOHN HANCOCK FIN. SERVICES, INC.) | 2012 | third_quarter | RET | Retirement plan fee disclosure; fiduciary definition | HOUSE OF REPRESENTATIVES,SENATE | 80000 | 0 | 0 | 2012-10-17T11:47:06.437000-04:00 | |
| 1302616 | CORNERSTONE GOVERNMENT AFFAIRS, INC. 7998ec32-a619-469b-9a21-3575e2730c30 | Q3 | CORNERSTONE GOVERNMENT AFFAIRS, INC. | 75557 | CUSTODIA FINANCIAL | 2012 | third_quarter | RET | monitor the issues related to retirement plans. | HOUSE OF REPRESENTATIVES,SENATE | 60000 | 0 | 0 | 2012-10-17T12:02:40.513000-04:00 | |
| 1302682 | TRANSPORTATION COMMUNICATIONS NATIONAL UNION/IAM (FKA TRANSPORTATION COMMUNICATI d50f6311-5d32-4111-96e3-173db3014f6d | Q3 | TRANSPORTATION COMMUNICATIONS NATIONAL UNION/IAM (FKA TRANSPORTATION COMMUNICATI | 38368 | TRANSPORTATION COMMUNICATIONS NATIONAL UNION/IAM (FKA TRANSPORTATION COMMUNICATI | 2012 | 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) | 230000 | 0 | 0 | 2012-10-17T12:18:03.353000-04:00 | |
| 1302715 | INTERNATIONAL UNION OF POLICE ASSOCIATIONS, AFL-CIO 70ab1b13-b481-4b68-890f-4fb473887873 | Q3 | INTERNATIONAL UNION OF POLICE ASSOCIATIONS, AFL-CIO | 50400 | INTERNATIONAL UNION OF POLICE ASSOCIATIONS AFL-CIO | 2012 | third_quarter | RET | S 2010 | HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),SENATE,Vice President of the U.S. | 20000 | 0 | 0 | 2012-10-17T12:30:21.027000-04:00 | |
| 1302795 | BARBARA KENNELLY ASSOCIATES, LLC 4b1d9311-28ee-4411-a16d-13de320ee95e | Q3 | BARBARA KENNELLY ASSOCIATES, LLC | 400779344 | PENSION RIGHTS CENTER | 2012 | third_quarter | RET | No bill Number - pertaining to electronic disclosure associates with 401(k) retirement plans. | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE | 10000 | 0 | 0 | 2012-10-17T12:47:55.473000-04:00 | |
| 1302825 | MERCURY PUBLIC AFFAIRS, LLC 10163cf8-8287-4ebf-b8fb-8ce5415b1e39 | Q3 | MERCURY PUBLIC AFFAIRS, LLC | 70175 | CARPENTERS' BENEFIT PLANS | 2012 | third_quarter | RET | Pension Reform and Tax Reform. | HOUSE OF REPRESENTATIVES,SENATE | 50000 | 0 | 0 | 2012-10-17T12:57:07.573000-04:00 | |
| 1302854 | MARIA FREESE 57f52137-3882-4c44-929d-2ecae9b70ac3 | Q3 | MARIA FREESE | 400861526 | BARBARA KENNELLY ASSOCIATES, ON BEHALF OF THE PENSION RIGHTS CENTER | 2012 | third_quarter | RET | No bill number - pertaining to electronic disclosure associated with 401(k) retirement plans | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE | 10000 | 0 | 0 | 2012-10-17T13:05:20.550000-04:00 | |
| 1303090 | HECHT LATHAM SPENCER & ASSOCIATES, INC., FORMERLY KNOWN AS HECHT SPENCER & ASSOC a3669196-7037-4d5a-a1ff-3022320500e3 | Q3 | HECHT LATHAM SPENCER & ASSOCIATES, INC., FORMERLY KNOWN AS HECHT SPENCER & ASSOC | 17966 | BOY SCOUTS OF AMERICA | 2012 | third_quarter | RET | Proposals relating to changes in minimum funding requirements for charity pension plans. | HOUSE OF REPRESENTATIVES,SENATE | 45000 | 0 | 0 | 2012-10-17T14:01:56.123000-04:00 | |
| 1303194 | CAPITOL HILL STRATEGIES, LLC 670e8b11-0fb8-4637-9ab9-4d932279d07f | Q3 | CAPITOL HILL STRATEGIES, LLC | 91774 | INVESTMENT COMPANY INSTITUTE | 2012 | third_quarter | RET | Issues related to proposed Department of Labor regulations on investment advice. Legislation to enhance retirement plan options. | HOUSE OF REPRESENTATIVES,SENATE | 40000 | 0 | 0 | 2012-10-17T14:17:31.870000-04:00 | |
| 1303268 | CAPITOL HILL STRATEGIES, LLC 39b12edb-a84b-4af7-90b3-e4456b29f898 | Q3 | CAPITOL HILL STRATEGIES, LLC | 91774 | PRUDENTIAL FINANCIAL INC | 2012 | third_quarter | RET | Legislation to enhance retirement plan options. | HOUSE OF REPRESENTATIVES,SENATE | 50000 | 0 | 0 | 2012-10-17T14:26:05.407000-04:00 | |
| 1303332 | NATIONAL ASSOCIATION FOR UNIFORMED SERVICES 3e6fee4e-9c5d-426f-bf77-adad08c6c702 | Q3 | NATIONAL ASSOCIATION FOR UNIFORMED SERVICES | 26615 | NATIONAL ASSOCIATION FOR UNIFORMED SERVICES | 2012 | 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 | 24493 | 0 | 0 | 2012-10-17T14:32:34.507000-04:00 | |
| 1303346 | COLLEGE AND UNIVERSITY PROFESSIONAL ASSOCIATION FOR HUMAN RESOURCES 3fa839c9-831e-439d-89fb-b1fb0089a38f | Q3 | COLLEGE AND UNIVERSITY PROFESSIONAL ASSOCIATION FOR HUMAN RESOURCES | 40015118 | COLLEGE AND UNIVERSITY PROFESSIONAL ASSOCIATION FOR HUMAN RESOURCES | 2012 | third_quarter | RET | Oppose changes to ERISA and mandating retiree health benefits; support follow up temporary provisions to help employers responsibly address the financial crisis impacting pension funds; support preserving and enhancing the voluntary, flexible employer-provided retirement system and the tax incentives that support it.; and Section 530 of the Revenue Act of 1978. | Equal Employment Opportunity Commission (EEOC),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Natl Labor Relations Board (NLRB),SENATE,Small Business Administration (SBA),White House Office | 60000 | 0 | 0 | 2012-10-17T14:33:40.633000-04:00 | |
| 1303475 | ULMAN PUBLIC POLICY & FEDERAL RELATIONS f9ad8ef5-6915-4be0-9992-1ad5b4483383 | Q3 | ULMAN PUBLIC POLICY & FEDERAL RELATIONS | 310095 | NATIONAL PUBLIC EMPLOYER LABOR RELATIONS ASSOCIATION | 2012 | third_quarter | RET | Support preserving and enhancing the voluntary employer-provided retirement system and the tax incentives that support it; and Support for H.R. 3561, Small Business Pension Promotion Act of 2011, to clarify that service-based normal retirement provisions are allowed in state and local pension statutes. | Equal Employment Opportunity Commission (EEOC),HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2012-10-17T14:42:24.277000-04:00 | ||
| 1303497 | NATIONAL ASSOCIATION OF LETTER CARRIERS d4e31650-fcff-40c3-bf52-679e1c490563 | Q3 | NATIONAL ASSOCIATION OF LETTER CARRIERS | 26898 | NATIONAL ASSOCIATION OF LETTER CARRIERS | 2012 | third_quarter | RET | S.113 and H.R. 1332 - Windfall Elimination Provision and Government Pension Offset, repeal of WEP for postal retirees' who are affected - GOP for postal spousal survivor benefits. | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2012-10-17T14:44:33.057000-04:00 | |
| 1303596 | DAVIS & HARMAN LLP a3c5ca54-a9f0-4202-afb6-ea1dd2cdb47d | Q3 | DAVIS & HARMAN LLP | 11674 | TRANSAMERICA LIFE INSURANCE COMPANY | 2012 | third_quarter | RET | Proposals related to establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business. Proposals to reform the multiple employer plan rules. Guidance related to nondiscrimination rules for defined contribution plan annuity investment products. Issues related to tax incentives for retirement savings. Issues related to the Department of Labor's proposed regulation defining fiduciary. H.R. 1534, Small Businesses Add Value for Employees Act. Issues related to lifetime income investment options. H.R. 4050, Retirement Plan Simplification and Enhancement Act. Proposals to consolidate various retirement plan and IRA types. | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Treasury, Dept of | 20000 | 0 | 0 | 2012-10-17T14:56:10.887000-04:00 | |
| 1304025 | COALITION FOR INDEPENDENT SENIORS, INC. 0abc70dd-11ac-40ae-9a8a-ce55e6b5d337 | Q3 | COALITION FOR INDEPENDENT SENIORS, INC. | 400617871 | COALITION FOR INDEPENDENT SENIORS, INC. | 2012 | third_quarter | RET | Issues related to the Home Equity Conversion Mortgage Program (HECM) at the Department of Housing and Urban Development, and issues related to public policies that allow seniors to control their assets and remain economically independent; issues related to maintaining housing counseling funds in the FY 2013 Senate Transportation, Housing, and Urban Development and Related Agencies Appropriations bill. (H.R. 5972) | HOUSE OF REPRESENTATIVES,Housing & Urban Development, Dept of (HUD),SENATE | 110000 | 0 | 0 | 2012-10-17T15:52:06.960000-04:00 | |
| 1304050 | COVINGTON & BURLING LLP 8c12f649-700d-47c0-a138-d0523b1f1ed9 | Q3 | COVINGTON & BURLING LLP | 11195 | WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST | 2012 | third_quarter | RET | Multiemployer pension funding legislation. | Government Accountability Office (GAO),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Natl Economic Council (NEC),SENATE | 120000 | 0 | 0 | 2012-10-17T15:56:20.643000-04:00 | |
| 1304171 | UNITED STATES STEEL CORPORATION 4563a9e1-421b-43d0-a3a4-9e91d2445712 | Q3 | UNITED STATES STEEL CORPORATION | 71553 | UNITED STATES STEEL CORPORATION | 2012 | third_quarter | RET | H.R.4348/S.1813, Moving Ahead for Progress in the 21st Century Act (MAP-21), provisions related to pensions. | HOUSE OF REPRESENTATIVES,SENATE | 410000 | 0 | 0 | 2012-10-17T16:22:25.333000-04:00 | |
| 1304228 | THE NICKLES GROUP, LLC fb7dba89-3709-4f3b-8152-cfd18e1731e7 | Q3 | THE NICKLES GROUP, LLC | 293335 | GENERAL MOTORS LLC | 2012 | third_quarter | RET | Issues related to Pension Benefit Guarantee Corporation premiums. | HOUSE OF REPRESENTATIVES,SENATE | 75000 | 0 | 0 | 2012-10-17T16:36:47.143000-04:00 | |
| 1304326 | ALLIED PILOTS ASSOCIATION 596d8c3b-0816-4424-b861-a427d81a8685 | Q3 | ALLIED PILOTS ASSOCIATION | 40046359 | ALLIED PILOTS ASSOCIATION | 2012 | third_quarter | RET | GENERAL PENSION PLAN ISSUES | Federal Aviation Administration (FAA),HOUSE OF REPRESENTATIVES,SENATE,State, Dept of (DOS),Transportation, Dept of (DOT) | 49000 | 0 | 0 | 2012-10-17T17:01:18.597000-04:00 | |
| 1304576 | LEADINGAGE (FKA AMER. ASSOC. OF HOMES AND SERVICES FOR THE AGING) 6478e7e1-9737-480b-be35-bb15ceac9584 | Q3 | LEADINGAGE (FKA AMER. ASSOC. OF HOMES AND SERVICES FOR THE AGING) | 1604 | LEADINGAGE (FKA AMER ASSOC OF HOMES AND SERVICES FOR THE AGING) | 2012 | third_quarter | RET | Support S. 3562, to reauthorize the Older Americans Act. Advocating for provisions to include a demonstration program on affordable senior housing with supportive services. | HOUSE OF REPRESENTATIVES,SENATE | 18958 | 0 | 0 | 2012-10-17T18:35:06.137000-04:00 | |
| 1304688 | CHAMBER HILL STRATEGIES 1b02242d-9843-4777-b28b-a1b4771870fe | Q3 | CHAMBER HILL STRATEGIES | 400645947 | YRC WORLDWIDE INC. | 2012 | 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 | 0 | 2012-10-17T22:22:07.607000-04:00 | |
| 1304702 | LEDGE COUNSEL, INC. d1507f0c-8876-4cfc-808f-40f5575bfe6e | Q3 | LEDGE COUNSEL, INC. | 22438 | NATIONAL ACTIVE AND RETIRED FEDERAL EMPLOYEES ASSOCIATION | 2012 | third_quarter | RET | Issues dealing with civil service retirement and benefits | Federal Retirement Thrift Investment Board,HOUSE OF REPRESENTATIVES,Office of Personnel Management (OPM),President of the U.S.,SENATE | 20000 | 0 | 0 | 2012-10-17T23:20:18.427000-04:00 | |
| 1304960 | INSURED RETIREMENT INSTITUTE ccd0c33f-61d8-48c6-b74a-ea98a2ef20fe | Q3 | INSURED RETIREMENT INSTITUTE | 285494 | INSURED RETIREMENT INSTITUTE | 2012 | third_quarter | RET | Legislation and rulemaking 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: (1) 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. HR 4050, the Retirement Plan Simplification and Enhancement Act of 2012, legislation to improve the rules governing lifetime income products and other retirement savings vehicles. HR 4049, Automatic IRA Act of 2012, Amends the Internal Revenue Code to require certain employers who do not maintain qualifying retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement (automatic IRA arrangement). | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of | 70000 | 0 | 0 | 2012-10-18T09:19:38.067000-04:00 | |
| 1305196 | CAVAROCCHI RUSCIO DENNIS ASSOCIATES, L.L.C. 7e5c3884-247c-4762-847c-d5627175ff49 | Q3 | CAVAROCCHI RUSCIO DENNIS ASSOCIATES, L.L.C. | 8511 | NATIONAL ASSOCIATION OF PUBLIC HEALTH STATISTICS AND INFORMATION SYSTEMS | 2012 | third_quarter | RET | No Bill #, Social Security Administration Death Master File; electronic death registration systems | Centers For Disease Control & Prevention (CDC),Executive Office of the President (EOP),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Office of Management & Budget (OMB),SENATE,Social Security Administration (SSA) | 20000 | 0 | 0 | 2012-10-18T10:04:20.107000-04:00 | |
| 1305327 | THE TIMKEN COMPANY 6f4852d3-4f56-44eb-a616-bf203b20356d | Q3 | THE TIMKEN COMPANY | 38153 | TIMKEN COMPANY | 2012 | third_quarter | RET | Defined Benefit Plans Defined Contribution Plans - 401(k) Pension Protection Act S. 1813 Highway Investment, Job Creation and Economic Growth Act re: Pension Funding Issues | HOUSE OF REPRESENTATIVES,SENATE | 120025 | 0 | 0 | 2012-10-18T10:28:05.657000-04:00 | |
| 1305341 | UPSTREAM CONSULTING, INC. d51a16b5-e514-4daf-a66e-75c2a50e0b3c | Q3 | UPSTREAM CONSULTING, INC. | 88278 | PRUDENTIAL FINANCIAL | 2012 | third_quarter | RET | Financial Services Reform and retirement and tax issues | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2012-10-18T10:28:08.737000-04:00 | |
| 1305362 | XEROX CORPORATION 2b91a7d2-d510-4f7f-b5be-c81c2d315fbb | Q3 | XEROX CORPORATION | 42001 | XEROX CORPORATION | 2012 | third_quarter | RET | S 1813, Moving Ahead for Progress in the 21st Century Act -- Sec 40312 - Pension Funding Stabilization IRS Notice 2012-61, Implemention of Sec 40312 of the Moving Ahead for Progress in the 21st Century Act - Pension Funding Stabilization, including lump sum evaluation calculations | Commerce, Dept of (DOC),Health & Human Services, Dept of (HHS),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Intl Trade Administration (ITA),Natl Security Council (NSC),Securities & Exchange Commission (SEC),SENATE,State, Dept of (DOS),U.S. Customs & Border Protection,U.S. Trade Representative (USTR),White House Office | 410000 | 0 | 0 | 2012-10-18T10:32:19.277000-04:00 | |
| 1305571 | AIR LINE PILOTS ASSOCIATION d5b69841-d09e-42a3-8a43-94eb5c5f8e36 | Q3 | AIR LINE PILOTS ASSOCIATION | 580 | AIR LINE PILOTS ASSOCIATION | 2012 | third_quarter | RET | Pilot Pension Issues; S. 998 - Pension Benefit Guaranty Corporation Pilots Equitable Treatment Act; IRA Rollover for Pilots Impacted by Bankruptcy | Defense, Dept of (DOD),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,SENATE,State, Dept of (DOS),Transportation, Dept of (DOT) | 410000 | 0 | 0 | 2012-10-18T11:11:39.667000-04:00 | |
| 1306345 | NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC. 9250da61-ab02-4cd8-a9d9-4373f4985767 | Q3 | NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC. | 26980 | NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC. | 2012 | third_quarter | RET | Social Security Fairness, The Windfall Elimination Provision and Protection of Retirment of Public Servants Pensions, H.R. 567, Public Employee Pensions Transparency Act, The IRS Normal Retirement Age | Federal Communications Commission (FCC),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),SENATE | 40000 | 0 | 0 | 2012-10-18T13:47:05.217000-04:00 | |
| 1306445 | DYKEMA GOSSETT PLLC 25dc10b7-75af-4982-8ca1-9a7a75c454c0 | Q3 | DYKEMA GOSSETT PLLC | 12915 | MERITOR INC | 2012 | third_quarter | RET | Lobbied in support of Pension Stabilization language in Surface Transportation Reauthorization. | Environmental Protection Agency (EPA),HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2012-10-18T14:15:45.107000-04:00 | |
| 1306653 | DEERE & COMPANY 925ecd00-780c-4e2d-8579-97732d138e79 | Q3 | DEERE & COMPANY | 11878 | DEERE & COMPANY | 2012 | third_quarter | RET | Pension Interest Rate Simplification PBGC Premium Increase | Agriculture, Dept of (USDA),Commodity Futures Trading Commission (CFTC),Federal Communications Commission (FCC),Federal Reserve System,HOUSE OF REPRESENTATIVES,Office of the Comptroller of the Currency (OCC),Risk Management Agency,Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of,White House Office | 250000 | 0 | 0 | 2012-10-18T14:56:07.073000-04:00 | |
| 1306954 | ALFRED W. CORS, JR 667f0c57-181a-41d3-b4e9-72c022bd00e8 | Q3 | ALFRED W. CORS, JR | 285277 | RETIRESAFE | 2012 | third_quarter | RET | Support H.R. 1086, the CPI for Seniors Act. Support the Social Security and Medicare Protection Act (H.R. 1630). Oppose any effort to establish a chained-CPI to determine annual Social Security COLAs. Support the "Stop Benefit Cuts" bill (H.R. 2723, the Social Security Protection Act of 2011). | Centers For Medicare and Medicaid Services (CMS),Federal Trade Commission (FTC),Food & Drug Administration (FDA),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,SENATE | 9625 | 0 | 0 | 2012-10-18T15:36:52.710000-04:00 | |
| 1307118 | 60 PLUS ASSOCIATION 124671de-c689-4aa0-b80c-57c9e79897ba | Q3 | 60 PLUS ASSOCIATION | 41988 | 60 PLUS ASSOCIATION | 2012 | third_quarter | RET | Senior Citizens Income Security Act of 2010 (H.R. 5725); legislation to help senior citizens improve their economic well being and restore some of the original promises that were made years ago through Social Security. HR 5305, the CPI for Seniors Act of 2010. | HOUSE OF REPRESENTATIVES,Minerals Management Service,SENATE | 38000 | 0 | 0 | 2012-10-18T16:00:55.620000-04:00 | |
| 1307140 | NATIONWIDE MUTUAL INSURANCE COMPANY 72d1e320-b6e6-47c5-8890-2d3d47476fc2 | Q3 | NATIONWIDE MUTUAL INSURANCE COMPANY | 26411 | NATIONWIDE MUTUAL INSURANCE COMPANY | 2012 | 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- Savings Act of 2011 Savings Enhancement by alleviating leakage in 401(k) Savings Act of 2011 alleviates leakage in 401(k) plans HR 3561- Small Business Promotion Act - technical corrections and improvements to pension system H. Con. Res. 101 - "Concurrent resolution expressing the sense of the Congress that our current tax incentives for retirement savings provide important benefits to Americans to help plan for a financially secure retirement" - Expresses sense of the Congress regarding tax incentives for retirement savings HR 4049 - "Automatic IRA Act of 2012" - regarding automatic IRA arrangements S. 1557 - "Automatic IRA Act of 2011" - regarding automatic IRA arrangements HR 4050 - "Retirement Plan Simplification and Enhancement Act of 2012" - To simplify and enhance qualified retirement plans HR 4348 - "The Surface Transportation Act of 2012"- defined benefit funding relief, transfers of excess pension funding assets S 2123 - "Highway Investment Job Creation & Economic Growth Act of 2012" would stretch IRA provision S 1534 - "Identity Theft & taax Fraud Prevention Act" Death master file limitations HR 3475 - "Keeping ID's Safe Act of 2011" Death master file limitations … | 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,U.S. Postal Service (USPS) | 780000 | 0 | 0 | 2012-10-18T16:04:03.320000-04:00 | |
| 1307269 | DAVIS & HARMAN LLP 78739b37-57f2-45c1-a448-578661a47367 | Q3 | DAVIS & HARMAN LLP | 11674 | BROKER/DEALER COORDINATION GROUP | 2012 | third_quarter | RET | Issues related to the effect of the Department of Labor's fiduciary definition regulaton on broker/dealers and their customers and coordination of such regulation with possible SEC action on broker/dealer standard of care. | HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of | 20000 | 0 | 0 | 2012-10-18T16:17:53.117000-04:00 | |
| 1307291 | DAVIS & HARMAN LLP 5117e712-6fba-460e-a6e8-6bf88de4eb99 | Q3 | DAVIS & HARMAN LLP | 11674 | EASTER SEALS | 2012 | third_quarter | RET | Proposals related to defined benefit funding. S. 1813, Moving Ahead for Progress in the 21st Century. Proposals related to increased PBGC premiums. H.R. 4348, Moving Ahead for Progression in the 21st Century Act. | 0 | 0 | 2012-10-18T16:20:02.190000-04:00 | |||
| 1307333 | DAVIS & HARMAN LLP 0bb85f59-e639-4e85-90fd-2ca85de78834 | Q3 | DAVIS & HARMAN LLP | 11674 | EDWARD JONES INVESTMENTS | 2012 | third_quarter | RET | Issues related to the definition of fiduciary. | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2012-10-18T16:23:22.890000-04:00 | |
| 1307371 | DAVIS & HARMAN LLP 7d293aba-aa43-469f-b1e1-fb556b562bb8 | Q3 | DAVIS & HARMAN LLP | 11674 | METROPOLITAN LIFE INSURANCE CO | 2012 | third_quarter | RET | Proposals related to annuitization. Proposals related to longevity insurance. S.267/H.R. 677, Lifetime Income Disclosure Act. H.R.1534, SAVE Act. Issues related to lifetime income disclosures and benefits statement design. Proposals related to tax incentives for retirement savings. Issues related to lifetime income investment options. H.R. 4050, Retirement Plan Simplification and Enhancement Act. Issues regarding use of brokerage windows in defined contribution plans. | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2012-10-18T16:25:40.277000-04:00 | |
| 1307384 | DAVIS & HARMAN LLP 87ec115f-661c-4bdd-8cc9-eef8b7b4bd7e | Q3 | DAVIS & HARMAN LLP | 11674 | NATIONAL RURAL ELECTRIC COOPERATIVE ASSN | 2012 | third_quarter | RET | Normal retirement age proposals. Proposals related to increased PBGC premiums, including those contained in the FY 2013 Obama Administration Budget. Proposals related to plan funding. H.R. 3561, Small Business Pension Promotion Act. Proposals to facilitate new growth of pension plans. S. 1813/H.R. 4348, Moving Ahead for Progress in the 21st Century. Proposals to reform the multiple employer plan rules. | HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of | 30000 | 0 | 0 | 2012-10-18T16:26:45.857000-04:00 | |
| 1307475 | BAKER DONELSON BEARMAN CALDWELL & BERKOWITZ a9992315-6f09-45b6-9fd0-707f8473f5c3 | Q3 | BAKER DONELSON BEARMAN CALDWELL & BERKOWITZ | 5153 | METROPOLITAN GOVERNMENT OF DAVIDSON COUNTY, TENNESSEE | 2012 | third_quarter | RET | Issues pertaining to the Early Retirement Reinsurance Program | Centers For Medicare and Medicaid Services (CMS),HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2012-10-18T16:35:27.063000-04:00 | |
| 1307518 | WILLIAMS AND JENSEN, PLLC d08810ab-756c-4398-90a5-04cf53f3f2da | Q3 | WILLIAMS AND JENSEN, PLLC | 41454 | VERSO CORPORATION (FORMERLY KNOWN AS NEWPAGE CORPORATION) | 2012 | third_quarter | RET | Defined benefit legislation | HOUSE OF REPRESENTATIVES,SENATE | 50000 | 0 | 0 | 2012-10-18T16:39:42.447000-04:00 | |
| 1307526 | FINANCIAL EXECUTIVES INTERNATIONAL ad4ba2b9-73ac-4c75-807b-19bbcf16a4e1 | 3A | FINANCIAL EXECUTIVES INTERNATIONAL | 14520 | FINANCIAL EXECUTIVES INTERNATIONAL | 2012 | third_quarter | RET | Defined benefit & defined contribution plans; Pension harmonization; Retirement plans in tax reform debate; Pension Benefit Guarantee Corporation premium increase; Hedging pension plan risk with swaps; Pension funding stabilization in Senate highway bill S.1813 and H.R.4348; H. Con. Res. 101 on tax incentives in retirement savings; nondiscrimination testing in pension plans | Commodity Futures Trading Commission (CFTC),Federal Deposit Insurance Corporation (FDIC),Federal Reserve System,HOUSE OF REPRESENTATIVES,Office of Management & Budget (OMB),Pension Benefit Guaranty Corporation (PBGC),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of | 93750 | 0 | 0 | 2012-10-18T16:39:44.573000-04:00 | |
| 1307633 | COVINGTON & BURLING LLP 98ce2ab9-ecfd-4dd6-b397-ba8724ece8b1 | Q3 | COVINGTON & BURLING LLP | 11195 | UNISYS CORPORATION | 2012 | third_quarter | RET | Pension issues. | HOUSE OF REPRESENTATIVES,SENATE | 40000 | 0 | 0 | 2012-10-18T16:53:28.793000-04:00 | |
| 1307688 | THE NICKLES GROUP, LLC e36df76b-e1d0-4521-b72a-d560596e4f04 | Q3 | THE NICKLES GROUP, LLC | 293335 | AMERICAN DENTAL ASSOCIATION | 2012 | third_quarter | RET | Issue related to pension funding relief. | HOUSE OF REPRESENTATIVES,SENATE | 60000 | 0 | 0 | 2012-10-18T17:03:53.467000-04:00 | |
| 1307860 | NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE 02f46111-ccff-4bbc-87cc-2fae2bec74d5 | Q3 | NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE | 27467 | NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE | 2012 | third_quarter | RET | Consumer Price Index for Elderly Consumers. H.R. 798, H.R. 776, H.R. 456, S. 1876: provisions establishing a consumer price index for elderly consumers (CPI-E) to compute cost-of-living increases (COLA) for Social Security benefits. 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. 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; reducing cost-of-living increases; reducing benefit payment amounts; and creating private retirement accounts carved out of Social Security payroll tax revenues. Social Insurance Protection. H.Res. 733: provisions declaring that any agreement to replace the Budget Control Act of 2011 should not cut Medicare, Medicaid or Social Security benefits, but should contain revenue increases. Social Security Benefits. S. 1213, S. 804: provisions requiring progressive indexing, modifying COLAs, and increasing the Social Security retirement age. Social Security Payroll Tax Holiday Extension. (No Bill): proposals extending the payroll tax holiday beyond calendar year 2012. Annual Social Security Statements. S. 3295: options to modify the Social Security Administrations decision suspending the production and mailing of individual Social Security Statements. Raising the Payroll Tax Cap. S. 2252: provisions raising the amount of wages subject to payroll taxes. Social Security Mandatory Direct Deposit. (No bill): proposals to modify the Administrations mandate that federal benefit recipients receive benefit via direct deposit. Womens Social Security Improvements and Protections. (No bill): proposals to safeguard and improve bene… | Administration on Aging,Centers For Medicare and Medicaid Services (CMS),Employment & Training Administration,Executive Office of the President (EOP),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Office of Management & Budget (OMB),SENATE,Social Security Administration (SSA),Vice President of the U.S. | 310000 | 0 | 0 | 2012-10-18T17:27:04.957000-04:00 | |
| 1307906 | WILLIAMS AND JENSEN, PLLC bf8d04fc-179b-40f5-a4d2-0928a50d3382 | Q3 | WILLIAMS AND JENSEN, PLLC | 41454 | NATIONAL ASSN OF STATE TREASURERS (NAST) | 2012 | third_quarter | RET | pension issues, H.R. 567, S. 347. | HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of | 50000 | 0 | 0 | 2012-10-18T17:30:19.843000-04:00 | |
| 1307979 | WILLIAMS AND JENSEN, PLLC 4388040b-8272-44ce-9af7-620899042cb2 | Q3 | WILLIAMS AND JENSEN, PLLC | 41454 | AMERICAN ASSOCIATION OF RETIRED PERSONS | 2012 | third_quarter | RET | Issues pertaining to older Americans including Medicare and Social Security. | HOUSE OF REPRESENTATIVES,SENATE | 60000 | 0 | 0 | 2012-10-18T17:47:49.430000-04:00 | |
| 1308023 | WILLIAMS AND JENSEN, PLLC 86a5b3c8-58d8-43e4-a66a-41a5a5bc659b | Q3 | WILLIAMS AND JENSEN, PLLC | 41454 | THE VANGUARD GROUP, INC. | 2012 | third_quarter | RET | 401 (k) fee disclosures and investment advice, fiduciary definition. | Commodity Futures Trading Commission (CFTC),HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of | 80000 | 0 | 0 | 2012-10-18T17:54:02.783000-04:00 | |
| 1308031 | BRACY TUCKER BROWN & VALANZANO, INC. da1da7a2-2bdb-4d74-817c-0d7284dd926b | Q3 | BRACY TUCKER BROWN & VALANZANO, INC. | 6850 | DIMENSIONAL FUNDS ADVISORS | 2012 | third_quarter | RET | Meetings with senate help committee, house education and workforce committee | Education, Dept of | 20000 | 0 | 0 | 2012-10-18T17:56:05.983000-04:00 | |
| 1308164 | BLACKROCK FUNDS SERVICES GROUP, LLC e0966a68-1f41-4f44-bcfe-46204a40e448 | Q3 | BLACKROCK FUNDS SERVICES GROUP, LLC | 400534597 | BLACKROCK FUNDS SERVICES GROUP LLC | 2012 | third_quarter | RET | Issues related to retirement security and savings proposals, stable value funds/book value wrappers, retirement income products, fiduciary standards | Commodity Futures Trading Commission (CFTC),Federal Deposit Insurance Corporation (FDIC),HOUSE OF REPRESENTATIVES,Housing & Urban Development, Dept of (HUD),Office of the Comptroller of the Currency (OCC),Pension & Welfare Benefits Administration,Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of | 470000 | 0 | 0 | 2012-10-18T19:26:53.220000-04:00 | |
| 1308550 | WORLDATWORK 72e3a348-b5d2-4ce0-b3b0-c0251d580108 | Q3 | WORLDATWORK | 400263208 | WORLDATWORK | 2012 | third_quarter | RET | S .1813/H.R. 4348 Moving Ahead for Progress in the 21st Century Act/pension stab. (Retirement); H.R. 5727 Rebuild America Act; Other employer sponsored plans issues; Financial literacy and education issues | 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 | 48577 | 0 | 0 | 2012-10-19T08:52:14.733000-04:00 | |
| 1308893 | NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION (NRECA) 7487182f-98e3-4620-b08a-d2d34f05766a | Q3 | NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION (NRECA) | 28515 | NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION (NRECA) | 2012 | third_quarter | RET | H.R. 619: Surface Transportation Savings Act of 2011 Pension Stabilization Provisions Provision to prevent the requirement of a deficit reduction contribution by our pension plan. H.R. 662: Surface Transportation Extension Act of 2011 Pension Stabilization Provisions H.R. 1534 : SAVE Act of 2011 (Sec. 13 and 14) (Multiple small employer plans; treatment of multiple 401k plans.) H.R. 2010, S. 1098: Family and Retirement Health Investment Act of 2011 (Title 1, to repeal limits/caps on tax preferred health accounts.) H.R. 2656: Pension Technical Modifications Act whole bill (Protecting RS Plan from increased cost.) H.R. 3561 : Small Business Pension Promotion Act of 2011 (sec. 7) Definition of Normal Retirement Age. H.R. 4239, 4276, 4281: Surface Transportation Extension Act of 2012 Pension Stabilization Provisions H.R. 4348: MAP-21 (The Surface Transportation Act of 2012) Pension Stabilization Provisions (Senate Highway Bill, Section 40312 on Pension Funding Stabilization.) H.R. 6057, 6058: Temporary Surface Transportation Extension Act of 2012 Pension Stabilization Provisions S. 145: Older Worker Opportunity Act of 2011 (Entire Bill, 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. 439: Deficit Reduction and Budget Reform Act of 2011 (Title VIII, tax benefit / retirement issues, Community Living Assistance Services and Supports, CLASS, Program.) S. 1813, Sec. 40312: Moving Ahead for Progress in the 21st Century Act' or the `MAP-21' Pension Stabilization Provisions (Senate Highway Bill, Section 40312 on Pension Funding Stabilization.) | HOUSE OF REPRESENTATIVES,SENATE | 683000 | 0 | 0 | 2012-10-19T09:38:35.507000-04:00 | |
| 1309058 | AMERICAN BANKERS ASSOCIATION SECURITIES ASSOCIATION (ABASA) c9bece12-348a-4fb4-aff8-6c7e78cb433a | Q3 | AMERICAN BANKERS ASSOCIATION SECURITIES ASSOCIATION (ABASA) | 44 | AMERICAN BANKERS ASSOCIATION SECURITIES ASSOCIATION (ABASA) | 2012 | third_quarter | RET | Definition of Fiduciary under ERISA | Agriculture, Dept of (USDA),Federal Reserve System,HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of,White House Office | 10000 | 0 | 0 | 2012-10-19T09:58:47.747000-04:00 | |
| 1309256 | TRANSAMERICA COMPANIES 31945a5c-097a-4440-8315-e8df5755671e | Q3 | TRANSAMERICA COMPANIES | 44093 | TRANSAMERICA COMPANIES | 2012 | third_quarter | RET | HR 677/S 267: LIFETIME INCOME DISCLOSURE ACT; PROVISIONS RELATED TO ANNUITY ILLUSTRATION H.R. 3656 - the Retirement Savings Security Act. Issue: 401(k) plan loans H.R. 4049, AUTOMATIC IRA ACT OF 2012; ALL PROVISIONS. S. 3230, Long Term Care Insurance Integrity Act of 2012, Issue: Consumer protections for Long-term Care. HR 1534: SMALL BUSINESSES ADD VALUE FOR EMPLOYEES (SAVE) ACT OF 2011; PROVISIONS RELATED TO VOLUNTARY AUTO-INDIVIDUAL RETIREMENT ACCOUNTS (IRA) HR 5025: TO AMEND THE PUBLIC HEALTH SERVICE ACT AND THE SOCIAL SECURITY ACT TO EXTEND HEALTH INFORMATION TECHNOLOGY ASSISTANCE ELIGIBILITY TO BEHAVIORAL HEALTH, MENTAL HEALTH, AND SUBSTANCE ABUSE PROFESSIONALS AND FACILITIES, AND FOR OTHER PURPOSES; PROVISIONS RELATED TO THE EXTENSION OF HEALTH INFORMATION TECHNOLOGY ACCOUNTING REQUIREMENTS TO LONG-TERM CARE INSURERS S 1121: SAVINGS ENHANCEMENT BY ALLEVIATING LEAKAGE IN 401(K) SAVINGS ACT OF 2011; PROVISIONS RELATED TO LIMITS BORROWING FROM 401(K) PLANS S 1557: AUTOMATIC IRA ACT OF 2011; Provisions related to voluntary IRAs and multi-employer plans P.L. 110-233 (111th CONGRESS): GENETIC INFORMATION NONDISCRIMINATION ACT OF 2008; PROVISIONS RELATED TO UNDERWRITING RESTRICTIONS ON LONG-TERM CARE INSURANCE H. CON.RES. 101: EXPRESSING THE SENSE OF THE CONGRESS IN SUPPORT OF THE CURRENT SYSTEM OF RETIREMENT SAVINGS TAX INCENTIVES; ALL PROVISIONS. H.R. 4050, RETIREMENT PLAN SIMPLIFICATION AND ENHANCEMENT ACT OF 2012; PROVISIONS RELATED TO MULTIPLE EMPLOYER PLANES, E-DELIVERY, AND ANNUITY REFORMS. 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. 1534 and H.R. 3215 Identity Theft and Tax Fraud Prevention Act: Issue: restriction to DMF data. H.R. 3475 Keeping IDs Safe Act. Issue: restriction to DMF data. H.R. 3482 Tax Crimes and Identity Theft Prevention Act. Issue: restriction to DMF data. H.R. 2309, the Postal Reform Act of 2011, Issue: USPS sale of financial products. S.… | HOUSE OF REPRESENTATIVES,SENATE | 960000 | 0 | 0 | 2012-10-19T10:19:06.533000-04:00 | |
| 1309322 | CASSIDY & ASSOCIATES, INC. eb1d1c27-d93f-4500-bed0-bea3020de30e | Q3 | CASSIDY & ASSOCIATES, INC. | 8453 | NCR VOYIX CORPORATION | 2012 | third_quarter | RET | Pension Benefit Guarantee Corp.-provisions in President's budget proposal for FY13 S.1813, to reauthorize Federal-aid highway programs, pension provisions S.2252, The Rebuild America Act, pension provisions H.R. 4348, The Moving Ahead for Progress in the 21st Century Act (MAP-21), Pension Provision | AMTRAK - Natl Railroad Passenger Corporation,HOUSE OF REPRESENTATIVES,SENATE | 50000 | 0 | 0 | 2012-10-19T10:21:31.143000-04:00 | |
| 1309327 | DAVIS & HARMAN LLP 9faa6408-f17d-46f9-a01d-b6f255b77341 | Q3 | DAVIS & HARMAN LLP | 11674 | GENERAL MOTORS CORP | 2012 | third_quarter | RET | Pension Benefit Guaranty Corporation, increase in premiums. H.R. 4348, Moving Ahead for Progress in the 21st Century Act. | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2012-10-19T10:21:31.923000-04:00 | |
| 1309497 | WILLIAMS AND JENSEN, PLLC 06be9068-b6ac-4343-bb8d-2a58d3d41a6a | Q3 | WILLIAMS AND JENSEN, PLLC | 41454 | TRANSAMERICA COMPANIES (FORMLY AEGON) | 2012 | third_quarter | RET | Legislation impacting retirement plans | HOUSE OF REPRESENTATIVES,SENATE | 130000 | 0 | 0 | 2012-10-19T10:34:47.877000-04:00 | |
| 1309517 | THE WASHINGTON TAX & PUBLIC POLICY GROUP a7625c37-55b5-4eba-b801-09ed34e83401 | Q3 | THE WASHINGTON TAX & PUBLIC POLICY GROUP | 294930 | RAYTHEON | 2012 | third_quarter | RET | Issues related to pension funding. | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2012-10-19T10:35:55.373000-04:00 | |
| 1309605 | NEW YORK STATE SOCIETY OF CPAS 8d52baf2-b00e-41c5-ad69-fda469e00840 | Q3 | NEW YORK STATE SOCIETY OF CPAS | 290797 | NEW YORK STATE SOCIETY OF CPAS | 2012 | third_quarter | RET | Support for S.1232 which would exempt valuation specialists from the definition of fiduciary under ERISA. | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2012-10-19T10:42:35.990000-04:00 | ||
| 1309707 | ARNOLD & PORTER KAYE SCHOLER LLP a8571bfd-eac4-45ae-a3fa-491fda4a1522 | Q3 | ARNOLD & PORTER KAYE SCHOLER LLP | 4301 | ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS | 2012 | third_quarter | RET | Issues related to teacher retirement. | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2012-10-19T10:53:22.510000-04:00 | |
| 1309760 | THE OB-C GROUP, LLC b6c8bb6d-f0e9-401f-b211-0eeaaf119030 | Q3 | THE OB-C GROUP, LLC | 29802 | TRANSFORM SR HOLDINGS LLC (FORMERLY KNOWN AS SEARS HOLDINGS CORPORATION) | 2012 | third_quarter | RET | No specific bill number: matters relating to defined benefit plan contributions. | Federal Reserve System,HOUSE OF REPRESENTATIVES,SENATE | 60000 | 0 | 0 | 2012-10-19T10:57:45.193000-04:00 | |
| 1309819 | WHIRLPOOL CORPORATION b56d608a-5c47-4d74-bb8b-6a0ed927cf4c | Q3 | WHIRLPOOL CORPORATION | 41168 | WHIRLPOOL CORPORATION | 2012 | third_quarter | RET | PENSION RELIEF PROVISIONS IN HOUSE AND SENATE 2012 SURFACE REAUTHORIZATION TRANSPORTATION BILL. | Commerce, Dept of (DOC),HOUSE OF REPRESENTATIVES,SENATE,U.S. International Trade Commission (ITC),U.S. Trade Representative (USTR) | 170000 | 0 | 0 | 2012-10-19T11:06:08.153000-04:00 | |
| 1309870 | NATIONAL RURAL LETTER CARRIERS' ASSOCIATION d3e0813f-fbea-4bc7-b408-6aa382cd99e2 | Q3 | NATIONAL RURAL LETTER CARRIERS' ASSOCIATION | 28526 | NATIONAL RURAL LETTER CARRIERS' ASSOCIATION | 2012 | third_quarter | RET | S. 261-legislation that would transition federal and postal employees who are collecting workers's comp. into retirement at retirment age. S. 644-legislation that would eliminate the FERS pension aspect for any new employee hired after 2013 H. R. 1332-repeals the WEP/GPO provision for postal retirees and spousal survivor benefits who are affected. H.R 2012-repeals the WEP/GPO provision for postal retirees and spousal survivor benefits who are affected | HOUSE OF REPRESENTATIVES,SENATE | 125000 | 0 | 0 | 2012-10-19T11:09:26.583000-04:00 | |
| 1310084 | COVINGTON & BURLING LLP 34373f70-0f09-489e-b955-e18fdb66aa2d | Q3 | COVINGTON & BURLING LLP | 11195 | ERISA INDUSTRY COMMITTEE | 2012 | third_quarter | RET | hybrid plan regulations | Treasury, Dept of | 10000 | 0 | 0 | 2012-10-19T11:28:59.563000-04:00 |
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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);