lobbying_activities
Data license: Public Domain (U.S. Government data) · Data source: Federal Register API & Regulations.gov API
249 rows where filing_period = "third_quarter", filing_year = 2015 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1726420 | NATIONAL LEAGUE OF POSTMASTERS d925c64a-90be-49fa-9dd6-4b2059df8310 | Q3 | NATIONAL LEAGUE OF POSTMASTERS | 69297 | NATIONAL LEAGUE OF POSTMASTERS | 2015 | 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 | 2015-10-02T14:12:14-04:00 | |
| 1726505 | TIMOTHY JAMES b3e28c1c-fbb7-410f-b99e-dd9e20cfa0ce | Q3 | TIMOTHY JAMES | 401101071 | GROSSMANHEINZ ON BEHALF OF INTERNATIONAL UNION OF OPERATING ENGINEERS | 2015 | third_quarter | RET | yet to be introduced legislation reforming current pension law allowing for different types of multi-employer pension plans to preserve retirement security for participants and beneficiaries | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2015-10-02T20:03:51.863000-04:00 | |
| 1726613 | MR. MARK REY 5c78f3b5-59fa-4126-97a0-09e35fc50a66 | Q3 | MR. MARK REY | 400454181 | NATIONAL OLDER WORKERS CAREER CENTER | 2015 | third_quarter | RET | Assisting retired federal workers secure new employment opportunities | HOUSE OF REPRESENTATIVES,Interior, Dept of (DOI),SENATE,U.S. Forest Service | 0 | 0 | 2015-10-05T11:33:51.423000-04:00 | ||
| 1727049 | NATIONAL ASSOCIATION FOR UNIFORMED SERVICES 1a6e329b-8129-49b1-95cb-4c3ec32c2d7c | Q3 | NATIONAL ASSOCIATION FOR UNIFORMED SERVICES | 26615 | NATIONAL ASSOCIATION FOR UNIFORMED SERVICES | 2015 | 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),HOUSE OF REPRESENTATIVES,SENATE,Veterans Affairs, Dept of (VA),White House Office | 24493 | 0 | 0 | 2015-10-07T10:32:42.497000-04:00 | |
| 1727445 | ALLIANCE FOR RETIRED AMERICANS f26e7d1b-9dad-48fc-af87-2690fe3bca30 | Q3 | ALLIANCE FOR RETIRED AMERICANS | 67238 | ALLIANCE FOR RETIRED AMERICANS | 2015 | third_quarter | RET | 1. Proposals to change the Social Security annual Cost of Living Adjustment formula 2. Proposals to raise the Social Security normal retirement age 3. Proposals to "means test" Social Security benefits 4. Beneficiary information available through Social Security Administration field offices 5. Status of the Social Security Disability Insurance Trust Fund 6. Closing of Social Security Administration field offices 7. Proposals to reallocate funding within the Social Security Trust Fund, between the Old Age and Survivors Trust Fund and the Disability Insurance Trust Fund 8. H.R. 3150, One Social Security Act, entire bill 9. S. 1940, Safeguarding American Families and Expanding Social Security Act of 2015, entire bill 10.Commemoration of the 80th Anniversary of Social Security | Executive Office of the President (EOP),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,SENATE,U.S. Postal Service (USPS) | 60000 | 0 | 0 | 2015-10-08T16:54:00.773000-04:00 | |
| 1727497 | CASSIDY & ASSOCIATES, INC. 31ce952d-6cf6-4ac0-a4c5-28f855ef92b4 | Q3 | CASSIDY & ASSOCIATES, INC. | 8453 | SOCIETY OF ACTUARIES | 2015 | third_quarter | RET | General legislative issues related to actuarial profession | HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of | 20000 | 0 | 0 | 2015-10-09T09:19:21.350000-04:00 | |
| 1727627 | UNIVERSITY OF IOWA 1305704d-37e1-4d49-a12d-f4b228df1e6e | 3A | UNIVERSITY OF IOWA | 49191 | UNIVERSITY OF IOWA | 2015 | 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,Transportation, Dept of (DOT) | 86662 | 0 | 0 | 2015-10-09T10:35:55.577000-04:00 | |
| 1727801 | RICH FEUER ANDERSON 6679da04-2e29-4ff2-b4b6-f618e3439479 | Q3 | RICH FEUER ANDERSON | 84775 | BLACKROCK FUNDS SERVICES GROUP LLC (FORMERLY BLACKROCK CAPITAL MANAGEMENT INC.) | 2015 | third_quarter | RET | Proposed redefinition of "fiduciary" under ERISA. | HOUSE OF REPRESENTATIVES,SENATE | 80000 | 0 | 0 | 2015-10-09T13:07:37.807000-04:00 | |
| 1727806 | INTERNATIONAL UNION OF POLICE ASSOCIATIONS, AFL-CIO e2614fed-7395-43e0-9a43-d84e80dea437 | Q3 | INTERNATIONAL UNION OF POLICE ASSOCIATIONS, AFL-CIO | 50400 | INTERNATIONAL UNION OF POLICE ASSOCIATIONS AFL-CIO | 2015 | third_quarter | RET | HR711, S 1651 | HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),SENATE | 20000 | 0 | 0 | 2015-10-09T13:08:41.900000-04:00 | |
| 1728102 | LEDGE COUNSEL, INC. 76461708-63cf-4879-9859-663fc394e53c | Q3 | LEDGE COUNSEL, INC. | 22438 | NATIONAL ACTIVE AND RETIRED FEDERAL EMPLOYEES ASSOCIATION | 2015 | third_quarter | RET | Civil service retirement, including the defined benefit portion of a civil service career structure | Federal Retirement Thrift Investment Board,Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Office of Personnel Management (OPM),President of the U.S.,SENATE | 30000 | 0 | 0 | 2015-10-10T13:48:39.183000-04:00 | |
| 1728394 | MCGLOTTEN & JARVIS 91d3d54a-f04b-4e08-aa7e-891e8fab150d | Q3 | MCGLOTTEN & JARVIS | 24420 | UNITED MINE WORKERS OF AMERICA | 2015 | third_quarter | RET | Issues related to UMWA Health and Retirement funds | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2015-10-12T13:58:46.460000-04:00 | |
| 1728600 | HOLLAND & KNIGHT LLP 9db72d84-a94e-446e-8cd4-4f41f1f82fa6 | Q3 | HOLLAND & KNIGHT LLP | 18466 | CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. | 2015 | third_quarter | RET | Educating members of Congress and staff on the Department of Labor's Conflict of Interest Rule. | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2015-10-12T16:16:08.807000-04:00 | ||
| 1728648 | RICH FEUER ANDERSON 70cac12b-9af4-46a5-8eaa-f9805be4230c | Q3 | RICH FEUER ANDERSON | 84775 | LPL FINANCIAL CORPORATION | 2015 | third_quarter | RET | Definition of "fiduciary" under ERISA and application to brokers. Tax incentives for retirement savings. | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2015-10-12T17:24:57.517000-04:00 | |
| 1728765 | FORSCEY, PLLC eed2f5da-62eb-49be-bdf0-e1622dcf54c6 | Q3 | FORSCEY, PLLC | 52880 | WRITERS GUILD OF AMERICA, WEST | 2015 | third_quarter | RET | Monitor proposed amendments to and implementation of the Multi-Employer Pension Reform Act of 2014. | Federal Communications Commission (FCC),HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),SENATE | 30000 | 0 | 0 | 2015-10-13T08:46:32.017000-04:00 | |
| 1729317 | DEAN FOODS COMPANY 26c7e569-ed8c-46ca-b054-213d5777e613 | Q3 | DEAN FOODS COMPANY | 58396 | DEAN FOODS COMPANY | 2015 | third_quarter | RET | Provisions in the Multiemployer Pension Reform Act of 2014 included in HR 83, the Consolidated and Further Continuing Appropriations Act of 2015 | HOUSE OF REPRESENTATIVES,SENATE | 140000 | 0 | 0 | 2015-10-13T13:48:14.240000-04:00 | |
| 1729616 | MR. DONALD KANIEWSKI be964b69-306d-404e-b5dd-0fd26d765b34 | Q3 | MR. DONALD KANIEWSKI | 322693 | LABORERS INTERNATIONAL UNION OF NORTH AMERICA | 2015 | third_quarter | RET | Lobbied in support of reforming multi-employer pension plans and PBGC issues. | HOUSE OF REPRESENTATIVES,SENATE | 45000 | 0 | 0 | 2015-10-13T15:51:38.883000-04:00 | |
| 1729890 | UPS (UNITED PARCEL SERVICE) 8a817f15-7a73-4c3e-8cd2-2d221af6c7a7 | 3A | UPS (UNITED PARCEL SERVICE) | 39223 | UPS (UNITED PARCEL SERVICE) | 2015 | third_quarter | RET | Multi-employer pension reform. | Commerce, Dept of (DOC),Federal Aviation Administration (FAA),Food & Drug Administration (FDA),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Office of Management & Budget (OMB),Postal Regulatory Commission,SENATE,State, Dept of (DOS),Treasury, Dept of,U.S. Trade Representative (USTR),White House Office | 1479212 | 0 | 0 | 2015-10-14T09:24:57.843000-04:00 | |
| 1730005 | WILLIAMS AND JENSEN, PLLC 1e11967f-baa3-459d-ac81-dbbceb18198b | Q3 | WILLIAMS AND JENSEN, PLLC | 41454 | TRANSAMERICA COMPANIES (FORMLY AEGON) | 2015 | third_quarter | RET | Legislation impacting retirement plans. | HOUSE OF REPRESENTATIVES,SENATE | 130000 | 0 | 0 | 2015-10-14T10:20:07.150000-04:00 | |
| 1730029 | WILLIAMS AND JENSEN, PLLC 429f9de2-a82b-463a-85a9-3f19e3a3edc0 | Q3 | WILLIAMS AND JENSEN, PLLC | 41454 | AMERICAN COUNCIL OF LIFE INSURERS | 2015 | third_quarter | RET | Legislation and proposals impacting retirement plans. Fiduciary proposals. S. 1695; House legislation on Labor, HHS, Education and Related Agencies appropriations. | HOUSE OF REPRESENTATIVES,SENATE | 60000 | 0 | 0 | 2015-10-14T10:23:19.653000-04:00 | |
| 1730065 | WILLIAMS AND JENSEN, PLLC 4a239170-ddb1-494d-889d-8b3ac631a7a2 | Q3 | WILLIAMS AND JENSEN, PLLC | 41454 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 2015 | third_quarter | RET | Legislation and regulations affecting public pension plan. | HOUSE OF REPRESENTATIVES,SENATE | 50000 | 0 | 0 | 2015-10-14T10:32:00.423000-04:00 | |
| 1730539 | FLEET RESERVE ASSOCIATION 6e5d62ce-b311-49b6-8775-9067cb7b23d5 | Q3 | FLEET RESERVE ASSOCIATION | 14781 | FLEET RESERVE ASSOCIATION | 2015 | third_quarter | RET | HR 454: Military Retiree Survivor Comfort Act , HR 22: Retired Pay Restoration, HR 303: Retired Pay Restoration Act, S 271: Concurrent Receipt, and HR 333: Disabled Veterans Tax Termination Act, Oppose retirement reforms in the National Defense Authorization Act 2016, Oppose Pharmacy Co-pay increases for Retirees in the National Defense Authorization Act 2016, HR 1594/S 979: repeals the SBP/DIC Offset for survivors. | HOUSE OF REPRESENTATIVES,SENATE | 140000 | 0 | 0 | 2015-10-14T13:45:08.710000-04:00 | |
| 1730727 | AZOA SERVICES CORP(ALLIANZ OF AMERICA) FORMERLY AZOA SERIVCES CORP/FIREMAN'S FUND(ALLIANZ OF AMERICA d03f0acc-41ad-4443-9ac5-b9a19ab25301 | 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 | 2015 | third_quarter | RET | 401(k) Disclosure: Track Department of Labor rulemaking regarding 401 (k) fee disclosure. Argue against possible changes to the tax treatment of life insurance products. | Commodity Futures Trading Commission (CFTC),HOUSE OF REPRESENTATIVES,Risk Management Agency,Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of | 590000 | 0 | 0 | 2015-10-14T15:08:32.347000-04:00 | |
| 1730815 | NATIONAL FEDERATION OF THE BLIND 6ecda92a-e6e5-4e28-a7a8-734364bfc540 | Q3 | NATIONAL FEDERATION OF THE BLIND | 401103561 | NATIONAL FEDERATION OF THE BLIND | 2015 | third_quarter | RET | To increase employment of blind people by removing disincentives to work in current Social Security law. | Architectural & Transportation Barriers Compliance Board,Education, Dept of,HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,State, Dept of (DOS) | 20000 | 0 | 0 | 2015-10-14T15:41:28.007000-04:00 | |
| 1730915 | AMERICAN ACADEMY OF ACTUARIES 778c9269-f10a-4599-bc8a-a071d99ce2f2 | Q3 | AMERICAN ACADEMY OF ACTUARIES | 1318 | AMERICAN ACADEMY OF ACTUARIES | 2015 | third_quarter | RET | Multiemployer Plan Benefit Suspensions under the Multiemployer Pension Reform Act of 2014 (MPRA); Multiemployer Plan Partitions and Facilitate Mergers under MPRA; Social Security sustainability; Social Security disability insurance; timing for release of mortality tables; DOL on defining fiduciaries and conflict of interest; and plan design and PBGC related fees | Centers For Medicare and Medicaid Services (CMS),Federal Reserve System,Government Accountability Office (GAO),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of | 30000 | 0 | 0 | 2015-10-14T16:32:11.120000-04:00 | |
| 1731201 | STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY 73fbc51d-726d-4b00-9ecf-bd0260f528bb | Q3 | STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY | 36537 | STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY | 2015 | third_quarter | RET | Implementation and modification to proposed rulemaking entitled, "Definition of the Term Fiduciary; Conflict of Interest Rule - Retirement Investment Advice" published by the U.S. Department of Labor (80 FR 21927). H.R. 1090, Retail Investor Protection Act H.R. 3020/S. 1695, Department of Labor Appropriations bill. | Commerce, Dept of (DOC),Federal Aviation Administration (FAA),Federal Deposit Insurance Corporation (FDIC),Federal Reserve System,HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of | 540000 | 0 | 0 | 2015-10-15T10:03:50.673000-04:00 | |
| 1731261 | WILLIAMS AND JENSEN, PLLC fb998b4e-e9e6-4675-9eb5-1b9812e9ec90 | Q3 | WILLIAMS AND JENSEN, PLLC | 41454 | AMERICAN EQUITY INVESTMENT LIFE HOLDING COMPANY | 2015 | third_quarter | RET | Benefit distribution in the form of annuities. Proposed Fiduciary Rule. | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of | 120000 | 0 | 0 | 2015-10-15T10:29:44.503000-04:00 | |
| 1731292 | NATIONAL ASSOCIATION OF POSTMASTERS OF THE UNITED STATES 3091b101-26aa-47ec-bd50-a58eb6a0dcd1 | Q3 | NATIONAL ASSOCIATION OF POSTMASTERS OF THE UNITED STATES | 27002 | NATIONAL ASSOCIATION OF POSTMASTERS OF THE UNITED STATES | 2015 | third_quarter | RET | Civil Service Retirement System Federal Employees Retirement System Thrift Savings Plan Social Security | Federal Retirement Thrift Investment Board,HOUSE OF REPRESENTATIVES,Office of Personnel Management (OPM),Postal Regulatory Commission,SENATE,U.S. Postal Service (USPS) | 40000 | 0 | 0 | 2015-10-15T10:38:20.333000-04:00 | |
| 1731336 | VENABLE LLP 1fe5f542-bbde-4c3e-b6b7-bf3f08a8b84d | Q3 | VENABLE LLP | 39941 | ASSOCIATION OF FOOD AND DAIRY RETAILERS, WHOLESALERS AND MANUFACTURERS | 2015 | third_quarter | RET | Provisions in the Multiemployer Pension Reform Act of 2014 included in H. R. 83, the Consolidated and Further Continuing Appropriations Act, 2015 (Pub. Law 113-235) | HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of | 60000 | 0 | 0 | 2015-10-15T10:52:07.473000-04:00 | |
| 1731375 | NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION (NRECA) 48bfe987-c469-45db-a106-a8b71b1dc440 | Q3 | NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION (NRECA) | 28515 | NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION (NRECA) | 2015 | third_quarter | RET | H.R.557, S.266: Retirement Security Act of 2015 Issues regarding multiple-employer plans. Draft Tax Reform proposals related to changes in retirement tax policy. | HOUSE OF REPRESENTATIVES,SENATE | 570000 | 0 | 0 | 2015-10-15T11:01:44.430000-04:00 | |
| 1731416 | EMERSON 4d1719cd-4532-4f6c-93cc-a81f980e524c | Q3 | EMERSON | 13506 | EMERSON | 2015 | third_quarter | RET | Pension - PBGC premium costs | HOUSE OF REPRESENTATIVES,SENATE | 60000 | 0 | 0 | 2015-10-15T11:10:10.460000-04:00 | |
| 1731574 | MCGUIREWOODS CONSULTING (A SUBSIDIARY OF MCGUIREWOODS LLP) e39928cc-320e-4e1e-ab07-afa642931913 | Q3 | MCGUIREWOODS CONSULTING (A SUBSIDIARY OF MCGUIREWOODS LLP) | 24486 | PLAN SPONSOR COUNCIL OF AMERICA | 2015 | third_quarter | RET | Federal matters, issues relating to retirement plans | HOUSE OF REPRESENTATIVES,SENATE | 40000 | 0 | 0 | 2015-10-15T11:45:04.043000-04:00 | |
| 1731616 | NATIONWIDE MUTUAL INSURANCE COMPANY aea6678e-54d7-46fc-a028-f8114f2f5f05 | Q3 | NATIONWIDE MUTUAL INSURANCE COMPANY | 26411 | NATIONWIDE MUTUAL INSURANCE COMPANY | 2015 | third_quarter | RET | Congressional activity surrounding the Department of Labor's proposed regulation to redefine "fiduciary" (not yet in legislative form) HR 1090 - Retail Investor Protection Act - Prohibits the Secretary of Labor from prescribing any regulation under the Employee Retirement Income Security Act of 1974 (ERISA) defining the circumstances under which an individual is considered a fiduciary until 60 days after the Securities and Exchange Commission (SEC) issues a final rule governing standards of conduct for brokers and dealers under specified law Department of Labor's Conflict of Interest (proposed rule) - To update the definition of fiduciary under the Employee Retirement Income Security Act of 1974 HR 2317/S. 1317 - To amend the Employee Retirement Income Security Act of 1974 to require a lifetime income disclosure Senator Warren Letter on Annuities - Responding to request for information on incentives for annuity sales. HR 2656 - Receiving Electronic Statements To Improve Retiree Earnings (RETIRE) Act-To amend the Employee Retirement and Income Security Act of 1974 and the Internal Revenue Code of 1986 to provide for the electronic delivery of pension plan information HR 3020/S. 1695 - Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act, 2016 - Making appropriations for the Departments of Labor, Health and Human Services, and education, and related agencies for the fiscal year ending September 30, 2016, and for other purposes | 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),Securities & Exchange Commission (SEC),SENATE,Transportation, Dept of (DOT),Treasury, Dept of,U.S. Copyright Office,U.S. Postal Service (USPS) | 1140000 | 0 | 0 | 2015-10-15T11:55:42.293000-04:00 | |
| 1731810 | WILLIAMS AND JENSEN, PLLC eb563780-4953-4e2e-b76d-4262d5b9addd | Q3 | WILLIAMS AND JENSEN, PLLC | 41454 | NATIONAL ASSN OF STATE TREASURERS (NAST) | 2015 | third_quarter | RET | Pension issues affecting municipal bonds. | HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE,Social Security Administration (SSA),Treasury, Dept of,White House Office | 50000 | 0 | 0 | 2015-10-15T12:52:50.287000-04:00 | |
| 1731854 | TREA SENIOR CITIZENS LEAGUE 6f2aa443-f384-464d-b9c0-d59847744b95 | Q3 | TREA SENIOR CITIZENS LEAGUE | 38426 | TREA SENIOR CITIZENS LEAGUE | 2015 | third_quarter | RET | Social Security Notch Reform: H.R. 314 and S. 99, Social Security Protection: H.R. 111 and S. 20 and H.R. 1983, Social Security Reform: H.R. 973 and H.R. 1391 and H.R. 1904 and S. 731 and H.R. 1984 and H.R. 1811 and S. 960 and S. 1651, Social Security Consumer Price Index: H.R. 3351 and H.R. 3074 and H.R. 3500 and H.R. 3588, No Social Security for Illegal Work: H.R. 1716, Disability Insurance Reform: S. 499 and H.R. 918 and S. 1198 and H.R. 1936. | HOUSE OF REPRESENTATIVES,SENATE | 34846 | 0 | 0 | 2015-10-15T13:04:25.880000-04:00 | |
| 1731872 | JACKSON NATIONAL LIFE INSURANCE COMPANY 3cec27d5-71b3-41b3-8f39-ceae0f290f36 | Q3 | JACKSON NATIONAL LIFE INSURANCE COMPANY | 20334 | JACKSON NATIONAL LIFE INSURANCE COMPANY | 2015 | third_quarter | RET | Rules on plan fiduciaries' responsibilities with respect to brokerage windows in 401(k)s and GSEs. | HOUSE OF REPRESENTATIVES,SENATE | 140000 | 0 | 0 | 2015-10-15T13:13:44.337000-04:00 | |
| 1731880 | DAVIS & HARMAN LLP 89acd3d4-f660-4fd7-b0a2-c937cbf0191d | Q3 | DAVIS & HARMAN LLP | 11674 | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | 2015 | third_quarter | RET | Issues related to tax incentives for retirement savings. Issues related to electronic delivery of IRC-and ERISA-mandated statements and disclosures. Proposals to increase PBGC premiums. Issues related to lifetime income. Proposals related to tax treatment of retirement plans, IRAs, and annuity products. Issues related to the Department of Labors proposed regulation defining fiduciary for investment advice purposes. H.R. 2656, Receiving Electronic Statements to Improve Retiree Earnings Act. | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2015-10-15T13:17:50.617000-04:00 | |
| 1731897 | DAVIS & HARMAN LLP e6c4f542-394f-4602-8b4b-0ac8286a80ae | Q3 | DAVIS & HARMAN LLP | 11674 | VANGUARD GROUP | 2015 | third_quarter | RET | Issues related to tax incentives for retirement savings. Issues related to employee benefit plan administration and electronic delivery of ERISA-mandated statements and disclosures. H.R. 2656, Receiving Electronic Statements to Improve Retiree Earnings Act. | HOUSE OF REPRESENTATIVES | 20000 | 0 | 0 | 2015-10-15T13:28:13.473000-04:00 | |
| 1731910 | DAVIS & HARMAN LLP f2ba32ce-1327-4906-816d-7277f55a9e23 | Q3 | DAVIS & HARMAN LLP | 11674 | SPARK INSTITUTE | 2015 | third_quarter | RET | Issues related to tax incentives for retirement savings. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Issues related to recordkeeping simplification for 401(k) plans. Issues related to the Department of Labors proposed regulation defining fiduciary for investment advice purposes. H.R. 2656, Receiving Electronic Statements to Improve Retiree Earnings Act. | HOUSE OF REPRESENTATIVES | 10000 | 0 | 0 | 2015-10-15T13:31:26.207000-04:00 | |
| 1731925 | DAVIS & HARMAN LLP 9ffa0219-615c-424f-95f4-a55122f48970 | Q3 | DAVIS & HARMAN LLP | 11674 | TIAA | 2015 | third_quarter | RET | Issues related to tax incentives for retirement savings. Issues regarding investment offerings in defined contribution plans. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase annuitization within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. H.R. 2656, Receiving Electronic Statements to Improve Retiree Earnings Act. | HOUSE OF REPRESENTATIVES | 20000 | 0 | 0 | 2015-10-15T13:34:36.340000-04:00 | |
| 1732404 | WESTROCK COMPANY cb3aaeb6-dcf8-4012-b939-3801c30a7b30 | Q3 | WESTROCK COMPANY | 401103830 | WESTROCK COMPANY | 2015 | third_quarter | RET | Defined benefit plan and pension issues. Proposed PBGC reforms and premium issues. Non-discrimination testing issues. | HOUSE OF REPRESENTATIVES,SENATE | 150000 | 0 | 0 | 2015-10-15T16:01:58.647000-04:00 | |
| 1732769 | RICH FEUER ANDERSON a286ce3a-3de0-46bd-a504-44c659eeca07 | Q3 | RICH FEUER ANDERSON | 84775 | STATE STREET BANK AND TRUST COMPANY | 2015 | third_quarter | RET | Retirement savings issues, including H.R. 557, the "Retirement Security Act of 2015," and S. 266, the "Retirement Security Act of 2015." Definition of "fiduciary" under ERISA. | HOUSE OF REPRESENTATIVES,SENATE | 50000 | 0 | 0 | 2015-10-15T19:18:02.527000-04:00 | |
| 1732880 | SQUIRE PATTON BOGGS b42a5fec-3cbd-43ff-8e2c-1c1acf6f897f | Q3 | SQUIRE PATTON BOGGS | 30906 | YRC WORLDWIDE INC. | 2015 | third_quarter | RET | Pension reform legislation. | HOUSE OF REPRESENTATIVES | 10000 | 0 | 0 | 2015-10-16T08:02:08.543000-04:00 | |
| 1732895 | WILLIAMS AND JENSEN, PLLC c63262a7-7d93-404b-a16a-ca09012f45d1 | Q3 | WILLIAMS AND JENSEN, PLLC | 41454 | TD AMERITRADE | 2015 | third_quarter | RET | Depart of Labor Fiduciary proposal. | HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE | 50000 | 0 | 0 | 2015-10-16T08:24:30.200000-04:00 | |
| 1733121 | NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC. d90bc8b7-bfef-4e55-a16b-2b2d8ba01088 | Q3 | NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC. | 26980 | NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC. | 2015 | third_quarter | RET | Law Enforcement Officers Equity Act | HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),Office of Justice Program,SENATE,Treasury, Dept of,White House Office | 40000 | 0 | 0 | 2015-10-16T09:54:13.430000-04:00 | |
| 1733305 | AMERICAN FAMILY MUTUAL INSURANCE COMPANY, S.I. 13b0d6bb-7727-49d2-9c11-f4622a430d93 | Q3 | AMERICAN FAMILY MUTUAL INSURANCE COMPANY, S.I. | 293552 | AMERICAN FAMILY MUTUAL INSURANCE COMPANY, S.I. | 2015 | third_quarter | RET | HR 1090 The Retail Investor Protection Act; monitoring this legislation that could impact proposed regulations on retirement investment advice to customers. | Federal Aviation Administration (FAA),HOUSE OF REPRESENTATIVES,SENATE | 130000 | 0 | 0 | 2015-10-16T10:40:47.467000-04:00 | |
| 1733351 | THE MATHIS HARPLE GROUP 2ec29e98-62be-4fae-a36a-7581d8a44f7e | Q3 | THE MATHIS HARPLE GROUP | 322911 | NEW ENGLAND TEAMSTERS & TRUCKING INDUSTRY PENSION FUND | 2015 | third_quarter | RET | Pension Reform legislation | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2015-10-16T10:49:32.233000-04:00 | |
| 1733551 | THE ESOP ASSOCIATION 9088fd4c-5095-42be-bcfc-ba4207cb8f48 | Q3 | THE ESOP ASSOCIATION | 13858 | ESOP ASSOCIATION | 2015 | third_quarter | RET | Any 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 Federal Internal Revenue Code. | HOUSE OF REPRESENTATIVES | 56910 | 0 | 0 | 2015-10-16T11:25:48.770000-04:00 | |
| 1734050 | THORN RUN PARTNERS 5b0aaeb7-e079-4c07-a1b4-7a6e1ed259e1 | Q3 | THORN RUN PARTNERS | 400534596 | AARP | 2015 | third_quarter | RET | Social Security changes to benefits and eligibility. Reauthorization of Older Americans Act. | HOUSE OF REPRESENTATIVES,SENATE | 40000 | 0 | 0 | 2015-10-16T13:21:26.017000-04:00 | |
| 1734181 | THORN RUN PARTNERS f4f6d58c-16bb-4519-9450-2c19a9ac3755 | Q3 | THORN RUN PARTNERS | 400534596 | JACKSON NATIONAL LIFE INSURANCE COMPANY | 2015 | third_quarter | RET | Rules on plan fiduciaries' responsibilities with respect to brokerage windows in 401(k)s. | HOUSE OF REPRESENTATIVES,SENATE | 50000 | 0 | 0 | 2015-10-16T13:47:38.317000-04:00 | |
| 1734487 | BLACKROCK FUNDS SERVICES GROUP, LLC d87bded8-bcfe-40b5-bf4d-051d709c44af | Q3 | BLACKROCK FUNDS SERVICES GROUP, LLC | 400534597 | BLACKROCK FUNDS SERVICES GROUP LLC | 2015 | third_quarter | RET | Issues related to fiduciary standards,retirement security and savings proposals, including related tax reforms, retirement income products and lifetime income disclosures. | Commodity Futures Trading Commission (CFTC),Executive Office of the President (EOP),Federal Housing Finance Agency (FHFA),Federal Reserve System,HOUSE OF REPRESENTATIVES,Housing & Urban Development, Dept of (HUD),Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of | 580000 | 0 | 0 | 2015-10-16T15:05:17.263000-04:00 | |
| 1734799 | AFL-CIO 8c833656-ce5a-481c-bf1c-90e8b0830137 | Q3 | AFL-CIO | 363 | AFL-CIO | 2015 | third_quarter | RET | Social Security Disability: reallocation ERISA: investment advice, fiduciary duty, pension funding DOL Conflict of Interest Rule H. Res 393:Social Security Solvency/Expansion Labor, HHS, Education Appropriations: Fiduciary Rule Rider H.R. 711 Social Security GPO/WEP Retirement issues H.R. 3351: CPI-E Bill H.R. 3150: One Social Security Act, social security and disability trust S. 199/H.R. 2136: Improving the Quality of Disability Decisions Act of 2015; Disability anti-fraud H.R. 1419: Social Security Fraud and Error Prevention Act of 2015 Student Debt/garnished social security | Bureau of Labor Statistics (BLS),Defense, Dept of (DOD),Election Assistance Commission (EAC),Energy, Dept of,Environmental Protection Agency (EPA),Executive Office of the President (EOP),Federal Reserve System,Health & Human Services, Dept of (HHS),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),Labor, Dept of (DOL),Natl Labor Relations Board (NLRB),Occupational Safety & Health Administration (OSHA),Office of Personnel Management (OPM),Office of the Vice President of the United States,President of the U.S.,SENATE,State, Dept of (DOS),Treasury, Dept of,U.S. Trade Representative (USTR),Vice President of the U.S.,White House Office | 830000 | 0 | 0 | 2015-10-16T15:46:16.597000-04:00 | |
| 1735144 | OWENS-ILLINOIS, INC 10ed08ca-3f5b-4f15-b453-14fa8711bfca | 3A | OWENS-ILLINOIS, INC | 49646 | OWENS-ILLINOIS INC | 2015 | third_quarter | RET | Pension and retirement issues; PBGC Premiums | Environmental Protection Agency (EPA),HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of | 160000 | 0 | 0 | 2015-10-16T16:51:10.460000-04:00 | |
| 1735222 | NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE eeaca676-8084-4d65-b060-1ee044b0fc5e | Q3 | NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE | 27467 | NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE | 2015 | third_quarter | RET | Department of Labor (DOL) Retirement Advisor Fiduciary Rule. (No bill.) Proposed DOL rule to protect Americans from conflicts of interest when brokers and other financial advisors give retirement advice. Social Security Identity Theft. H.R. 380, the Medicare Identity Theft Prevention Act of 2015, P.L. 114-10: provision to require the removal of Social Security numbers from Medicare cards. The Older Americans Act. S. 192, Older Americans Act Reauthorization Act of 2015: provisions related to the reauthorization of the Older Americans Act. Social Security Commission. H.R. 1578, Social Security Commission Act of 2015: proposals to require a proposed commission to make recommendations for achieving solvency of the Social Security trust funds for 75 years. Social Security Disability Insurance. H. Res. 5, Rules for the 114th Congress: Actions pertaining to Section 3, Subsection (q), a point of order against legislation to reallocate funds from the Social Security Old Age and Survivors Insurance (OASI) Trust Fund to the Disability Insurance Trust Fund unless accompanied by benefit cuts or tax increases that improve the solvency of the combined trust funds. Social Security Disability Trust Fund Solvency. H.R. 3621, H.R. 3150, S. 2090: proposals to extend the solvency of the Social Security Disability Trust (SSDI) Fund variously through the reallocation of revenue from the Old Age and Insurance Trust Fund to the SSDI Trust Fund or by combining the two funds. Social Security Expansion. H.R. 1391, Social Security 2100 Act: proposals to improve benefits and to strengthen Social Securitys financing by eliminating the payroll tax cap and implementing a gradual increase in workers and employers contributions to Social Security. Social Security Equality. H.R. 1404 and S. 753, Social Security and Marriage Equality Act: proposals to require the Social Security Administration to recognize same-sex marriage for the purposes of survivor, retirement and other benefits. Supplemental Security Income (SSI). H.R.… | Administration on Aging,Centers For Medicare and Medicaid Services (CMS),Executive Office of the President (EOP),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),Labor, Dept of (DOL),Natl Economic Council (NEC),Office of Management & Budget (OMB),President of the U.S.,SENATE,Social Security Administration (SSA),Treasury, Dept of,Vice President of the U.S. | 230000 | 0 | 0 | 2015-10-16T17:11:26.320000-04:00 | |
| 1735352 | COVINGTON & BURLING LLP c7fcedb9-3652-4cf6-89b4-260526119882 | Q3 | COVINGTON & BURLING LLP | 11195 | WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST | 2015 | third_quarter | RET | Multiemployer pension funding legislation. | HOUSE OF REPRESENTATIVES,SENATE | 60000 | 0 | 0 | 2015-10-16T17:35:06.323000-04:00 | |
| 1735450 | MCGUIREWOODS CONSULTING (A SUBSIDIARY OF MCGUIREWOODS LLP) 2470acbc-d491-457d-8d2e-3b28889fa917 | Q3 | MCGUIREWOODS CONSULTING (A SUBSIDIARY OF MCGUIREWOODS LLP) | 24486 | GENWORTH FINANCIALS, INC. | 2015 | third_quarter | RET | Issues related to the taxation of insurance, retirement and international insurance companies. | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2015-10-16T19:02:11.397000-04:00 | |
| 1735457 | BALCH & BINGHAM, LLP 38e926c7-6e9f-41b9-b44c-0ffe0f2f755e | Q3 | BALCH & BINGHAM, LLP | 5197 | WESTROCK (FORMERLY ROCKTENN) | 2015 | third_quarter | RET | PBGC Reform, PBGC premiums, Non-Discrimination Testing | Administration for Children & Families (ACF),Environmental Protection Agency (EPA),HOUSE OF REPRESENTATIVES,Office of Management & Budget (OMB),SENATE,White House Office | 40000 | 0 | 0 | 2015-10-16T19:03:26.800000-04:00 | |
| 1735585 | CROSSROADS STRATEGIES, LLC 456f15ec-b1a3-4337-8a6d-4905a0179bb5 | Q3 | CROSSROADS STRATEGIES, LLC | 400531586 | MORGAN STANLEY & CO LLC | 2015 | third_quarter | RET | H.R.1090, Retail Investor Protection Act; issues related to the Department of Labor's Fiduciary Rule. | HOUSE OF REPRESENTATIVES,SENATE | 50000 | 0 | 0 | 2015-10-16T21:57:40.440000-04:00 | |
| 1735605 | CROSSROADS STRATEGIES, LLC 5e521ee3-1a7b-42b3-9fc7-56731a8aeae3 | Q3 | CROSSROADS STRATEGIES, LLC | 400531586 | NEXTERA ENERGY RESOURCES, LLC | 2015 | third_quarter | RET | Issues related to 401k funding and 420 Transfers. | Commodity Futures Trading Commission (CFTC),HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2015-10-16T22:03:46.023000-04:00 | |
| 1735629 | CROSSROADS STRATEGIES, LLC 0b2351d6-54c8-45b5-b543-ff4b2d45dca1 | Q3 | CROSSROADS STRATEGIES, LLC | 400531586 | AICPA ASSOCIATION OF INTERNATIONAL CERTIFIED PROFESSIONAL ACCOUNTANTS | 2015 | third_quarter | RET | Issues related to employee benefit plan audit quality. | HOUSE OF REPRESENTATIVES,SENATE | 40000 | 0 | 0 | 2015-10-16T22:32:04.373000-04:00 | |
| 1735673 | CROSSROADS STRATEGIES, LLC 11b6ce49-3f72-4a36-8b9e-cc792db2a0ad | Q3 | CROSSROADS STRATEGIES, LLC | 400531586 | PRUDENTIAL FINANCIAL, INC. | 2015 | third_quarter | RET | H.R.1090, Retail Investor Protection Act. Legislation to enhance retirement plan options. Issues related to 420 Transfers. Issues related to the Department of Labor's proposed Fiduciary Rule. | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2015-10-17T07:25:04.530000-04:00 | |
| 1735760 | GEPHARDT GROUP GOVERNMENT AFFAIRS 6c42585a-9454-4c06-8400-ed7dddec7124 | Q3 | GEPHARDT GROUP GOVERNMENT AFFAIRS | 315717 | BROWARD COUNTY | 2015 | third_quarter | RET | retirement issues | Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,Office of Management & Budget (OMB),SENATE | 50000 | 0 | 0 | 2015-10-17T13:38:24.037000-04:00 | |
| 1735783 | THE CHARLES GROUP, LLC ba3662e1-6032-4aa6-ac7c-9f4a5c93e5be | Q3 | THE CHARLES GROUP, LLC | 53458 | ASSOCIATION OF MATURE AMERICAN CITIZENS, INC. | 2015 | third_quarter | RET | creation of Social Security IRA and other reforms | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2015-10-17T13:52:07.537000-04:00 | |
| 1735955 | AKIN GUMP STRAUSS HAUER & FELD af147629-b729-4154-8c39-f06037e9654f | Q3 | AKIN GUMP STRAUSS HAUER & FELD | 682 | RETIREMENT SYSTEMS DATA, LLC | 2015 | third_quarter | RET | SEAL Act | SENATE | 20000 | 0 | 0 | 2015-10-17T15:10:42.830000-04:00 | |
| 1736486 | CGCN GROUP, LLC 98004a86-fb06-44e4-963c-c0837f947040 | Q3 | CGCN GROUP, LLC | 76992 | FMR LLC (PREVIOUSLY REPORTED AS FIDELITY INVESTMENTS) | 2015 | third_quarter | RET | Proposed ERISA fiduciary investment advice rule. | HOUSE OF REPRESENTATIVES,SENATE | 45000 | 0 | 0 | 2015-10-18T11:20:34.113000-04:00 | |
| 1736565 | CGCN GROUP, LLC e38bc362-0d57-4d78-b278-077adcb662d4 | Q3 | CGCN GROUP, LLC | 76992 | INVESTMENT COMPANY INSTITUTE | 2015 | third_quarter | RET | Proposed ERISA fiduciary investment advice rule; eDelivery (in connection with 401(k) fee disclosure rules). | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2015-10-18T12:21:57.517000-04:00 | |
| 1736773 | ALFRED W. CORS, JR b927d749-ff61-4a00-8161-92dec779d4ac | Q3 | ALFRED W. CORS, JR | 285277 | RETIRESAFE | 2015 | third_quarter | RET | Support H.R. 3074, the CPI for Seniors Act of 2015. | Centers For Medicare and Medicaid Services (CMS),Food & Drug Administration (FDA),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2015-10-18T17:10:47.700000-04:00 | ||
| 1737062 | DAVIS & HARMAN LLP f59fbd51-54ee-491d-b6f4-43a982553089 | Q3 | DAVIS & HARMAN LLP | 11674 | BROKER/DEALER COORDINATION GROUP | 2015 | third_quarter | RET | Issues related to the effect of the Department of Labor's fiduciary definition regulation and coordination of such regulation with possible SEC action on broker/dealer standard of care. H.R. 1090, Retail Protection Act. | HOUSE OF REPRESENTATIVES,SENATE | 70000 | 0 | 0 | 2015-10-19T09:02:01.207000-04:00 | |
| 1737066 | DAVIS & HARMAN LLP 67a7d719-928d-409b-bca1-e06e629d629c | Q3 | DAVIS & HARMAN LLP | 11674 | EDWARD JONES INVESTMENTS | 2015 | third_quarter | RET | Issues related to the effect of the Department of Labor's fiduciary regulation and coordination with possible SEC action on broker/dealer standard of care. | SENATE | 30000 | 0 | 0 | 2015-10-19T09:05:05.407000-04:00 | |
| 1737069 | DAVIS & HARMAN LLP 1b15b6a7-b523-4d8d-b7f6-23d6a11016c0 | Q3 | DAVIS & HARMAN LLP | 11674 | NATIONAL RURAL ELECTRIC COOPERATIVE ASSN | 2015 | third_quarter | RET | Proposals related to PBGC premiums. Proposals related to plan funding. Proposals to facilitate new growth of pension plans. Proposals to reform the multiple employer plan rules. Proposals related to nondiscrimination testing of pension plans. | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2015-10-19T09:08:09.283000-04:00 | |
| 1737078 | DAVIS & HARMAN LLP 283f60e9-e204-4d9a-acbe-1fc31852d268 | Q3 | DAVIS & HARMAN LLP | 11674 | WILLIS NORTH AMERICA INC | 2015 | third_quarter | RET | Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans. Issues related to required minimum distributions. Issues related to government issued mortality tables. Issues related to tax incentives for retirement savings. | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2015-10-19T09:10:20.237000-04:00 | |
| 1737095 | DAVIS & HARMAN LLP 24887ff6-d0cd-4ff8-abae-78992e7944ce | Q3 | DAVIS & HARMAN LLP | 11674 | TRANSAMERICA LIFE INSURANCE COMPANY | 2015 | third_quarter | RET | Proposals related to 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 income investment options. Proposals related to electronic disclosure. S.266/H.R. 557, Retirement Security Act. | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2015-10-19T09:12:29.677000-04:00 | |
| 1737110 | DAVIS & HARMAN LLP ffd1ebb9-2f68-43f1-bc2d-664747daf854 | Q3 | DAVIS & HARMAN LLP | 11674 | NATIONWIDE INSURANCE COMPANIES | 2015 | third_quarter | RET | Proposals to expand retirement plan coverage, including proposals to reform the multiple employer plan rules. Proposals related to 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. Qualified plan issues. Issues related to EPCRS. Tax incentives for 457 plans. Application of the Volcker rule to insurance company general accounts. Proposals that would consolidate various retirement and IRA types. Proposals related to annuity incentives. Issues related to use of brokerage windows in defined contribution plans. Proposals related to electronic disclosure. | 30000 | 0 | 0 | 2015-10-19T09:16:45.097000-04:00 | ||
| 1737208 | THRIVENT FINANCIAL FOR LUTHERANS 55a3f381-9684-47d5-8a41-4085805a1cff | Q3 | THRIVENT FINANCIAL FOR LUTHERANS | 283377 | THRIVENT FINANCIAL FOR LUTHERANS | 2015 | third_quarter | RET | Dept of Labor Fiduciary Rule Proposal (RIN 1210-AB32; ZRIN 1210-ZA25; (PTE)84-24) | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE | 260000 | 0 | 0 | 2015-10-19T09:48:11.803000-04:00 | |
| 1737295 | BANK OF AMERICA CORPORATION 8da9a936-635c-46ca-a0ad-a9b082d86336 | Q3 | BANK OF AMERICA CORPORATION | 26400 | BANK OF AMERICA CORPORATION | 2015 | third_quarter | RET | Proposed fiduciary regulation. | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE | 360000 | 0 | 0 | 2015-10-19T10:13:49.353000-04:00 | |
| 1737467 | LOCKRIDGE, GRINDAL, NAUEN, PLLP b7ff6fec-5dcf-419d-ae9e-1985e1200147 | Q3 | LOCKRIDGE, GRINDAL, NAUEN, PLLP | 23053 | HEALTHWORKS | 2015 | third_quarter | RET | Affordable Care Act (PL 111-148)Implementation | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2015-10-19T10:50:28.750000-04:00 | |
| 1737684 | NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS 27725fe3-dca5-4965-ae78-36cd8cc53ba6 | Q3 | NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS | 26901 | NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS | 2015 | third_quarter | RET | Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 1090, S. 1317 and H.R. 2317. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors. | Centers For Medicare and Medicaid Services (CMS),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of | 529000 | 0 | 0 | 2015-10-19T11:17:30.033000-04:00 | |
| 1737696 | CAVAROCCHI RUSCIO DENNIS ASSOCIATES, L.L.C. b1be1614-0148-4cdd-a4b0-81bca0991f03 | Q3 | CAVAROCCHI RUSCIO DENNIS ASSOCIATES, L.L.C. | 8511 | NATIONAL ASSOCIATION OF PUBLIC HEALTH STATISTICS AND INFORMATION SYSTEMS | 2015 | third_quarter | RET | S. 1073, HR 2003 - Stopping Improper Payments to Deceased People Act; HR 2320; S.614, Federal Improper Payments Coordination Act of 2015 | Centers For Disease Control & Prevention (CDC),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Office of Management & Budget (OMB),SENATE,Social Security Administration (SSA) | 10000 | 0 | 0 | 2015-10-19T11:18:42.720000-04:00 | |
| 1737950 | ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG) 3a57e74a-59f9-4b96-9704-ae2f9f52130b | Q3 | ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG) | 57475 | METLIFE GROUP, INC. | 2015 | third_quarter | RET | General retirement issues, including treatment of annuities and DOL fiduciary regulations. | HOUSE OF REPRESENTATIVES,SENATE | 50000 | 0 | 0 | 2015-10-19T11:45:14.303000-04:00 | |
| 1737990 | VENABLE LLP 0222fbf7-8b25-4b55-ac34-d11a2c72f668 | Q3 | VENABLE LLP | 39941 | WESTMORELAND COAL COMPANY | 2015 | third_quarter | RET | Issues related to coal retirees health and pension benefits | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2015-10-19T11:50:07.867000-04:00 | ||
| 1738003 | AMERICAN COUNCIL OF LIFE INSURERS 0c7317da-57f9-4877-8cf2-990b5ec38ae8 | Q3 | AMERICAN COUNCIL OF LIFE INSURERS | 2115 | AMERICAN COUNCIL OF LIFE INSURERS | 2015 | third_quarter | RET | H.R. 506/ S. 245: Automatic IRA Act of 2015. Issue: retirement security H.R. 557/ S. 266: Retirement Security Act of 2015. Issue: retirement security H.R. 3590-The Patient Protection and Affordable Care Act, Issue: Assessments under state-based insurance exchanges. H.R. 2656 - The Receiving Electronic Statements to Improve Retiree Earnings Act. Issue: electronic disclosure of retirement plan notices. HR 2317/ S. 1317 - Lifetime Income Disclosure Act. Issue: lifetime income illustration H.R. ___/S.___ Draft legislation amending Affordable Care Act provisions on health exchange assessments. Issue: Health Exchange Assessments H.R.___/S.___Draft legislation to facilitate disability income insurance options for employees. Issue: Disability income insurance. H.R. 3020/S.1695-The Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act of 2016. Issue: Department of Labor proposed fiduciary rule Issue: Department of Labor proposed fiduciary rule Issue: Social Security Disability Insurance | HOUSE OF REPRESENTATIVES,SENATE | 1123000 | 0 | 0 | 2015-10-19T11:51:19.177000-04:00 | |
| 1738075 | ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG) 7425cbc9-7900-4985-8670-27024b7e5cb1 | Q3 | ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG) | 57475 | NEW YORK LIFE INSURANCE COMPANY | 2015 | third_quarter | RET | Regulatory and legislative work related to the Department of Labors proposed regulation with respect to the definition of fiduciary (HR 1090). Retirement issues related to the promotion of lifetime income options and public pension plan reform. | HOUSE OF REPRESENTATIVES,SENATE | 70000 | 0 | 0 | 2015-10-19T11:58:41.383000-04:00 | |
| 1738147 | ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG) 79d4b064-0e14-478b-bcc7-9a5de7bedcdc | Q3 | ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG) | 57475 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 2015 | third_quarter | RET | Regulatory and legislative work related to the Department of Labors proposed regulation with respect to the definition of fiduciary (HR 1090). Miscellaneous pension, retirement and savings issues, including issues related to multiple employer pension plans and the promotion of lifetime income options. | HOUSE OF REPRESENTATIVES,SENATE | 50000 | 0 | 0 | 2015-10-19T12:05:51.070000-04:00 | |
| 1738170 | ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG) b457a472-13bb-41ef-ab91-b5b6f267611a | Q3 | ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG) | 57475 | SECURITIES INDUSTRY & FINANCIAL MARKETS ASSN. | 2015 | third_quarter | RET | Administration proposals relating to new fiduciary standards, miscellaneous retirement and pension proposals in the context of tax reform drafts. | HOUSE OF REPRESENTATIVES,SENATE | 60000 | 0 | 0 | 2015-10-19T12:07:18.133000-04:00 | |
| 1738379 | MANATT, PHELPS, AND PHILLIPS cddd30e4-2974-41c1-9eca-83baa99d19d8 | Q3 | MANATT, PHELPS, AND PHILLIPS | 23645 | THE HORACE BUSHNELL MEMORIAL HALL CORPORATION | 2015 | third_quarter | RET | Pension Reform. | HOUSE OF REPRESENTATIVES,SENATE,State, Dept of (DOS) | 0 | 0 | 2015-10-19T12:36:01.010000-04:00 | ||
| 1738615 | MCGUIREWOODS CONSULTING (A SUBSIDIARY OF MCGUIREWOODS LLP) 36b07a4b-c067-4e98-b1c0-0178f59f5ec4 | Q3 | MCGUIREWOODS CONSULTING (A SUBSIDIARY OF MCGUIREWOODS LLP) | 24486 | TIAA | 2015 | third_quarter | RET | Issues related to taxation of insurance companies, insurance products and retirement accounts. | HOUSE OF REPRESENTATIVES,SENATE | 40000 | 0 | 0 | 2015-10-19T13:05:05.453000-04:00 | |
| 1738777 | AMERICAN BENEFITS COUNCIL ad744fd1-560d-4052-a5a8-a715980122c0 | Q3 | AMERICAN BENEFITS COUNCIL | 4675 | AMERICAN BENEFITS COUNCIL | 2015 | third_quarter | RET | Administration FY 2016 Federal Budget Proposal - retirement plan proposals 2016 Budget Resolutions - House & Senate - benefits policy A Balanced Budget for a Stronger America - House Republican Budget Proposal - retirement related provisions Defined Benefit Plan Issues Mortality Table Updates De-Risking pensions methods Non-discrimination issues affecting defined benefit plans PBGC Issues Final Hybrid plan rules Pension Protection Act: funding regulations Surface Transportation and Veterans Health Care Choice Improvement Act of 2015 - H.R. 3236 - Extension of Section 420 Transfers Defined contribution plan issues Lifetime income Plan Fees Shrinking Emergency Account Losses (SEAL) Act - S. 324 Automatic IRA Act of 2015 - H.R. 506/S. 245 Retirement Security Act of 2015 - H.R. 557/S. 266 The Lifetime Income Disclosure Act - S. 1317 The Receiving Electronic Statements to Improve Retiree Earnings Act - H.R. 2656 Comprehensive Tax Reform for 2015 and Beyond - employer sponsored benefits - Senate Finance Committee - Working Group on savings and investment - tax incentives for retirement in employer sponsored plans and improvements Other Issues Re-proposal Definition of Fiduciary Rule - conflict of interest rule Executive & Nonqualified deferred compensation Multiemployer pension plan issues Multiple Employer plans ESOP dividend deduction Retirement plan access proposals - state retirement plan initiatives Plan administration - certification of hardship withdrawals and determination letter program | Centers For Medicare and Medicaid Services (CMS),Equal Employment Opportunity Commission (EEOC),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of | 295288 | 0 | 0 | 2015-10-19T13:23:37.347000-04:00 | |
| 1738856 | NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION 5804bf0a-1bd9-4251-9fea-55241814c0a2 | Q3 | NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION | 28674 | NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION | 2015 | 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 measures in this category were focused upon. | Agriculture, Dept of (USDA),HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of | 140000 | 0 | 0 | 2015-10-19T13:32:54.597000-04:00 | |
| 1739026 | ALIGNMENT GOVERNMENT STRATEGIES 5099888e-61bb-44f4-bfd6-51ecc00e8ecd | Q3 | ALIGNMENT GOVERNMENT STRATEGIES | 401103295 | AARP | 2015 | third_quarter | RET | issues pertaining to older Americans, including Medicare and Social Security | HOUSE OF REPRESENTATIVES,SENATE | 50000 | 0 | 0 | 2015-10-19T13:52:34.380000-04:00 | |
| 1739387 | AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS b6f1ebbd-7823-4a2d-8ace-44918e4ff94b | Q3 | AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS | 2640 | AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS | 2015 | third_quarter | RET | Employee benefit plan audit quality | Government Accountability Office (GAO),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Justice, Dept of (DOJ),Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Small Business Administration (SBA),Treasury, Dept of,White House Office | 1130000 | 0 | 0 | 2015-10-19T14:21:03-04:00 | |
| 1739549 | DAVIS & HARMAN LLP 6642439c-1578-4225-bebf-f37538c62186 | Q3 | DAVIS & HARMAN LLP | 11674 | BUSINESS ROUNDTABLE | 2015 | 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. Proposals relating to entitlement reform. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2015-10-19T14:31:42.527000-04:00 | |
| 1739644 | DAVIS & HARMAN LLP ac3c0673-573c-48a7-8720-433dfa7309ae | Q3 | DAVIS & HARMAN LLP | 11674 | AMERICAN BENEFITS COUNCIL | 2015 | third_quarter | RET | Proposals related to retirement plan enhancements. Proposals relating to defined benefit plans, including plan funding. Issues related to tax incentives for retirement savings. Proposals related to stemming leakage from retirement plans through reform of plan loan rules. Proposals related to stable value investment offerings in defined contribution plans. Proposals related to phased retirement. Proposals to increase PBGC premiums. Proposals related to retirement target date funds. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans. Issues related to PBGC collections and PBGC disclosure issues. Proposals related to electronic disclosure of information under ERISA, including H.R. 2656, Receiving Electronic Statements to Improve Retiree Earnings Act. Proposals regarding compliance of retirement plans. Issues related to use of brokerage windows in defined contribution plans. Proposals to reform the multiple employer plans rules. Proposals to modify required minimum distribution rules. Proposals that would modify limits on retirement plan contributions. Proposals related to stretch IRAs. Retirement provisions in the President's FY 2016 budget. Issues related to access to death master file. Issues related to government issued mortality tables. Proposals to amend the nondiscrimination provisions to protect older, longer service employees. Issues related to swap, margin, and capital rules. S. 266/H.R. 557, Retirement Security Act. | HOUSE OF REPRESENTATIVES,SENATE | 40000 | 0 | 0 | 2015-10-19T14:38:51.760000-04:00 | |
| 1739785 | ALIGNMENT GOVERNMENT STRATEGIES 5e34b2c3-302d-4892-a126-17201497989b | Q3 | ALIGNMENT GOVERNMENT STRATEGIES | 401103295 | AK STEEL | 2015 | third_quarter | RET | general pension and retirement security issues | HOUSE OF REPRESENTATIVES,SENATE | 40000 | 0 | 0 | 2015-10-19T14:50:32.933000-04:00 | |
| 1740048 | K&L GATES, LLP 8d86fb81-17ca-44d8-a929-b83c0470dc22 | Q3 | K&L GATES, LLP | 32098 | FIRST TRUST PORTFOLIOS L.P. | 2015 | third_quarter | RET | Regulatory issues regarding fiduciary duties. | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE | 20000 | 0 | 0 | 2015-10-19T15:08:47.843000-04:00 | |
| 1740276 | ALIGNMENT GOVERNMENT STRATEGIES 6f70ae38-50b0-493d-8097-ce0b0499a0d8 | Q3 | ALIGNMENT GOVERNMENT STRATEGIES | 401103295 | INTERNATIONAL MOTORS FKA NAVISTAR | 2015 | third_quarter | RET | general pension issues | HOUSE OF REPRESENTATIVES,SENATE | 70000 | 0 | 0 | 2015-10-19T15:29:35.203000-04:00 | |
| 1740710 | THEGROUP DC, LLC d0911e72-4faa-4b1f-b7b2-2ff6eb78e464 | Q3 | THEGROUP DC, LLC | 401103834 | RETIREMENT CLEARINGHOUSE | 2015 | third_quarter | RET | Issues dealing with the portability of 401k plans. | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE | 10000 | 0 | 0 | 2015-10-19T15:57:34.567000-04:00 | |
| 1741071 | SOCIETY FOR HUMAN RESOURCE MANAGEMENT 3edbac2e-e5a4-46b2-bbd2-25ae593ceb15 | Q3 | SOCIETY FOR HUMAN RESOURCE MANAGEMENT | 35946 | SOCIETY FOR HUMAN RESOURCE MANAGEMENT | 2015 | third_quarter | RET | S. 266/H.R. 557 - Retirement Security Act of 2015 (Design flexibility in multi-employer pension plans.) S. 245/H.R. 506 - Automatic IRA Act of 2015 (Auto enroll employees in an IRA.) S. Res/263 - Resolution Supporting National Retirement Security Week Senate Savings and Investments Working Group (Retirement Security.) House Concurrent Resolution on Retirement (Retirement Savings.) House and Senate Multi-Employer Pension Reform Legislation Pension Non-Discrimination Meetings - House and Senate Financial Literacy in the Workplace - White House Retirement Savings through MYRA - White House Definition of 'Fiduciary' - DOL | Equal Employment Opportunity Commission (EEOC),Health & Human Services, Dept of (HHS),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Natl Labor Relations Board (NLRB),SENATE,Small Business Administration (SBA),Treasury, Dept of,White House Office | 477958 | 0 | 0 | 2015-10-19T16:16:09.320000-04:00 | |
| 1741084 | ALLIED PILOTS ASSOCIATION d44777c3-8a80-44dd-ae20-db3e225e675f | Q3 | ALLIED PILOTS ASSOCIATION | 40046359 | ALLIED PILOTS ASSOCIATION | 2015 | third_quarter | RET | TAX AND PENSION PLAN ISSUES | Federal Aviation Administration (FAA),HOUSE OF REPRESENTATIVES,SENATE,State, Dept of (DOS),Transportation, Dept of (DOT) | 116000 | 0 | 0 | 2015-10-19T16:17:13.960000-04:00 | |
| 1741242 | ERIS GROUP 26b638cd-9ff3-434e-9c72-a600671dc04f | Q3 | ERIS GROUP | 82055 | FINANCIAL SERVICES ROUNDTABLE | 2015 | third_quarter | RET | Issues related to Department of Labor proposed rule on fiduciary duties. Issues related to Congressional Budget Office 10 year budgets and scoring of retirement tax deferrals. | HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of,White House Office | 30000 | 0 | 0 | 2015-10-19T16:26:04.850000-04:00 | |
| 1741389 | COVINGTON & BURLING LLP ce628a34-5255-4b69-8474-2cad26690780 | Q3 | COVINGTON & BURLING LLP | 11195 | JOHN HANCOCK LIFE INSURANCE COMPANY (USA) (FKA JOHN HANCOCK FIN. SERVICES, INC.) | 2015 | third_quarter | RET | Retirement security. DOL fiduciary rule. | HOUSE OF REPRESENTATIVES,SENATE | 80000 | 0 | 0 | 2015-10-19T16:37:33.650000-04:00 | |
| 1741440 | LEADINGAGE (FKA AMER. ASSOC. OF HOMES AND SERVICES FOR THE AGING) 854f8592-8fd8-4080-840a-c8b87e326a1a | Q3 | LEADINGAGE (FKA AMER. ASSOC. OF HOMES AND SERVICES FOR THE AGING) | 1604 | LEADINGAGE (FKA AMER ASSOC OF HOMES AND SERVICES FOR THE AGING) | 2015 | third_quarter | RET | S. 192, to reauthorize the Older Americans Act - support | HOUSE OF REPRESENTATIVES,SENATE | 42371 | 0 | 0 | 2015-10-19T16:42:15.760000-04:00 |
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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);