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lobbying_activities

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

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

273 rows where filing_period = "third_quarter", filing_year = 2016 and issue_code = "RET" sorted by filing_year descending

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issue_code 1

  • RET · 273 ✖

filing_year 1

  • 2016 · 273 ✖

filing_period 1

  • third_quarter · 273 ✖
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
1872494 RICH FEUER ANDERSON c9d2a72c-d82d-4c76-9a18-0b421bfa2f92 Q3 RICH FEUER ANDERSON 84775 BLACKROCK FUNDS SERVICES GROUP LLC (FORMERLY BLACKROCK CAPITAL MANAGEMENT INC.) 2016 third_quarter RET Facilitating private sector access to multiple employer defined contribution plans. HOUSE OF REPRESENTATIVES,SENATE 80000   0 0 2016-10-01T18:01:06.890000-04:00
1872508 RICH FEUER ANDERSON aee879cf-5cb5-4974-be4d-d5e6db9c17d9 Q3 RICH FEUER ANDERSON 84775 BIPARTISAN POLICY CENTER ADVOCACY NETWORK 2016 third_quarter RET Proposals to expand access to retirement savings plans and to promote sustainability of Social Security. HOUSE OF REPRESENTATIVES,SENATE 15000   0 0 2016-10-01T19:03:17.350000-04:00
1872747 THEGROUP DC, LLC c25e4c62-7461-483a-ac7f-030f0add5cf8 3T THEGROUP DC, LLC 401103834 RETIREMENT CLEARINGHOUSE 2016 third_quarter RET Issues dealing with 401k plans. HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE 20000   0 1 2016-10-03T13:34:58.870000-04:00
1873145 FORSCEY, PLLC 41848729-022b-40e0-b9ee-e2fb7e8c9a1f Q3 FORSCEY, PLLC 52880 WRITERS GUILD OF AMERICA, WEST 2016 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 2016-10-05T12:37:39.680000-04:00
1873373 AZOA SERVICES CORP(ALLIANZ OF AMERICA) FORMERLY AZOA SERIVCES CORP/FIREMAN'S FUND(ALLIANZ OF AMERICA 194c434b-f72d-4886-ad5f-c4f84f176255 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 2016 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   610000 0 0 2016-10-06T10:45:48.527000-04:00
1873404 TREMONT STRATEGIES GROUP LLC (F/K/A ADS VENTURES) ff7d8492-fdae-4b97-bc3d-b2e6c4b3f760 3T TREMONT STRATEGIES GROUP LLC (F/K/A ADS VENTURES) 90250 LPL FINANCIAL LLC 2016 third_quarter RET Company overview for members and staff. DOL FIDUCIARY RULE HOUSE OF REPRESENTATIVES,SENATE 10000   0 1 2016-10-06T11:26:23.313000-04:00
1873432 SIFF & ASSOCIATES PLLC 1cbb1fc7-790d-412e-a92e-a01e25a601c7 Q3 SIFF & ASSOCIATES PLLC 400665998 CENTER FOR CAPITAL MARKETS COMPETITIVENESS, U.S. CHAMBER OF COMMERCE 2016 third_quarter RET Proposed rule revising the Form 5500 series, "Annual Return/Report of Employee Benefit Plan," and implementing related regulations under the Employee Retirement Income Security Act of 1974 (ERISA); RIN 1210-AB63; July 21, 2016; 81 FR 47495; 81 FR 47533. Proposed rule regarding "Savings Arrangements Established by State Political Subdivisions for Non-Governmental Employees" describing the circumstances under which states and political subdivisions may design and operate payroll deduction savings programs, using automatic enrollment, for private-sector employees without causing the states or private-sector employers to establish employee pension benefit plans under the Employee Retirement Income Security Act of 1974 (ERISA); RIN 121-AB76; August 30, 2016; 81 FR 59581. Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of 20000   0 0 2016-10-06T11:52:00.513000-04:00
1873446 TREMONT STRATEGIES GROUP LLC (F/K/A ADS VENTURES) 492d14c3-57bd-4b10-a0a5-18ab96481106 3T TREMONT STRATEGIES GROUP LLC (F/K/A ADS VENTURES) 90250 PUTNAM INVESTMENTS 2016 third_quarter RET Retirement security, tax, pensions. HOUSE OF REPRESENTATIVES,SENATE     0 1 2016-10-06T12:29:23.430000-04:00
1873548 NATIONAL LEAGUE OF POSTMASTERS 755ed839-b157-4c0a-bf2e-241dd30ccd0c Q3 NATIONAL LEAGUE OF POSTMASTERS 69297 NATIONAL LEAGUE OF POSTMASTERS 2016 third_quarter RET Federal Retirement and other general retiree benefit issues. HOUSE OF REPRESENTATIVES,Postal Regulatory Commission,SENATE,U.S. Postal Service (USPS)     0 0 2016-10-06T14:34:03.340000-04:00
1874083 TIMOTHY JAMES d8ab37c7-a1c4-4986-bf18-69415baeea18 Q3 TIMOTHY JAMES 401101071 GROSSMANHEINZ ON BEHALF OF INTERNATIONAL UNION OF OPERATING ENGINEERS 2016 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; Discussion Draft of "Composite Plans" for multi-employer plans subject to hearing at House Education and Workforce Committee HOUSE OF REPRESENTATIVES,SENATE 30000   0 0 2016-10-09T10:12:58.737000-04:00
1874188 WEBSTER, CHAMBERLAIN & BEAN, LLP 4dafbdf4-bcfe-4933-9bbb-97baa0383f90 Q3 WEBSTER, CHAMBERLAIN & BEAN, LLP 40830 NATIONAL ORGANIZATION OF SOCIAL SECURITY CLAIMANTS' REPRESENTATIVES 2016 third_quarter RET Social Security issues HOUSE OF REPRESENTATIVES,SENATE 30000   0 0 2016-10-10T11:14:17.737000-04:00
1874198 INTERNATIONAL UNION OF POLICE ASSOCIATIONS, AFL-CIO 525b705b-0e03-48a7-bd43-c90f781c98e3 Q3 INTERNATIONAL UNION OF POLICE ASSOCIATIONS, AFL-CIO 50400 INTERNATIONAL UNION OF POLICE ASSOCIATIONS AFL-CIO 2016 third_quarter RET HR711, S 1651 HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),SENATE,White House Office   20000 0 0 2016-10-10T11:28:26.667000-04:00
1874206 AMERICAN COUNCIL OF LIFE INSURERS 61cd3437-555d-4fd7-92f6-a886de1419c6 Q3 AMERICAN COUNCIL OF LIFE INSURERS 2115 AMERICAN COUNCIL OF LIFE INSURERS 2016 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 S. Amendment 2761 to H.R. 1314-Bipartisan Budget Act of 2015. To amend the Internal Revenue Code of 1986 to reduce the payroll tax for self-employed individuals enrolled in a private disability insurance plan, and for employers that provide such plans to their employees. Issue: disability insurance. 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. HR 4067 - SAVE Act of 2015. Issue: retirement security H.R. ___/S.___ Draft legislation on tax treatment and consumer financing for long-term care insurance. Issue: Social Security Disability Insurance (SSDI) hearing decision backlog No bill number assigned: Retirement Enhancement and Savings Act of 2016 (passed by Senate Finance Committee on 9/21/16) Retirement Improvements and Savings Enhancement Act Discussion Draft House GOP Blueprint on Tax Reform HOUSE OF REPRESENTATIVES,SENATE   1071000 0 0 2016-10-10T11:39:30.813000-04:00
1874209 PETER TURZA 210d5118-72d1-4f83-976a-76b35b07307c Q3 PETER TURZA 401103236 ABF FREIGHT SYSTEMS, INC. 2016 third_quarter RET Issues with multiemployer pension plans and the obligations of contributing employers to such plans involving ERISA, MPPAA, the PPA and the Consolidated and Further Continuing Appropriations Act of 2015. Other bills of interest are the Pension Accountability Act (S. 2147) sponsored by Senator Portman in the Senate and by Congressmen Joyce and Tim Ryan in the House as well as the Keep Our Pensions Act sponsored by Senator Sanders in the Senate and Congresswoman Kaptur in the House. HOUSE OF REPRESENTATIVES,SENATE 50000   0 0 2016-10-10T11:41:32.327000-04:00
1874302 HOLLAND & KNIGHT LLP 592f0372-7d01-425c-ad93-fc0b4b9e2b5c Q3 HOLLAND & KNIGHT LLP 18466 CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. 2016 third_quarter RET Educating members of Congress and staff on the Department of Labor's Conflict of Interest Rule. HOUSE OF REPRESENTATIVES,SENATE 15000   0 0 2016-10-10T13:43:26.593000-04:00
1874719 BUILDING AND CONSTRUCTION TRADES DEPT., AFL-CIO 7221ee82-e405-4c50-846a-9832f04b9fbb Q3 BUILDING AND CONSTRUCTION TRADES DEPT., AFL-CIO 7383 BUILDING AND CONSTRUCTION TRADES DEPT AFL-CIO 2016 third_quarter RET Multi-Employer Pension Plan Reforms - General education on pension reform and pension recovery. No bill. Energy, Dept of,HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,White House Office   290000 0 0 2016-10-11T11:23:04.727000-04:00
1874960 UNITED MINE WORKERS OF AMERICA d133d1ef-b735-4363-8f7d-b1ce5b966a63 Q3 UNITED MINE WORKERS OF AMERICA 39187 UNITED MINE WORKERS OF AMERICA 2016 third_quarter RET H.R. 2403 The Coal Healthcare and Pension Protection Act of 2015th S. 1714 The Miners Act Environmental Protection Agency (EPA),HOUSE OF REPRESENTATIVES,Interior, Dept of (DOI),SENATE,U.S. Trade Representative (USTR)   1231230 0 0 2016-10-11T14:46:29.863000-04:00
1875115 NATIONAL ASSOCIATION FOR THE ADVANCEMENT OF COLORED PEOPLE 63d6f17a-a148-48bf-a2d6-236a1bbcef43 Q3 NATIONAL ASSOCIATION FOR THE ADVANCEMENT OF COLORED PEOPLE 48975 NATIONAL ASSOCIATION FOR THE ADVANCEMENT OF COLORED PEOPLE 2016 third_quarter RET Support the Department of Labor's proposed "Conflicted Advice Rule" regarding retirement savings. Oppose HR 4293. Oppose HR 4294 Oppose H J Res 88 Agriculture, Dept of (USDA),Bureau of Alcohol Tobacco Firearms & Explosives,Bureau of Prisons (BOP),Bureau of the Census,Centers For Medicare and Medicaid Services (CMS),Consumer Financial Protection Bureau (CFPB),Council of Economic Advisers (CEA),Defense, Dept of (DOD),Education, Dept of,Election Assistance Commission (EAC),Environmental Protection Agency (EPA),Equal Employment Opportunity Commission (EEOC),Federal Communications Commission (FCC),Federal Deposit Insurance Corporation (FDIC),Federal Housing Finance Agency (FHFA),Federal Trade Commission (FTC),Food & Drug Administration (FDA),Health & Human Services, Dept of (HHS),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Housing & Urban Development, Dept of (HUD),Interior, Dept of (DOI),Justice, Dept of (DOJ),Labor, Dept of (DOL),Natl Credit Union Administration (NCUA),Natl Institute of Standards & Technology (NIST),Natl Telecommunications & Information Administration (NTIA),Office of Faith-Based & Community Initiatives,Office of Management & Budget (OMB),Office of the Comptroller of the Currency (OCC),SENATE,State, Dept of (DOS),Transportation, Dept of (DOT),Treasury, Dept of,U.S. Agency for International Development (USAID),Veterans Affairs, Dept of (VA),White House Office   68750 0 0 2016-10-11T16:45:29.953000-04:00
1875157 SHEET METAL & AIR CONDITIONING CONTRACTORS NAT'L ASSN e4317186-49a2-404f-8dbe-680d137feabd Q3 SHEET METAL & AIR CONDITIONING CONTRACTORS NAT'L ASSN 35068 SHEET METAL & AIR CONDITIONING CONTRACTORS NAT'L ASSN 2016 third_quarter RET Support Partnership for Multiemployer Retirement Security Submitted statement to House Education and Workforce Committee Subcommittee for hearings on Multiemployer Pension Plans address issues related to the Pension Protection Act Statement submitted for record: Support reform to create stronger employment and tax laws at state and federal level with more effective enforcement to eliminate possible payroll fraud and worker misclassification in construction industry Support "Solutions Not Bailouts" proposal for multiemployer pension plan reform. Letter to Sen. Wyden (OR) - Support "Solutions Not Bailouts" proposal for multiemployer pension plans. Oppose limiting withdrawal liability of a limited class of employers participating in multiemployer pension plans. Support Davis-Bacon prevailing wage coverage Support renewal of three energy-efficient building tax extenders that expired in 2014: Residential Energy-Efficient Tax Credit (IRC Sec. 25C), Energy-Efficient New Home Tax Credit (IRC Sec. 45L), and the Commercial Building Tax Deduction (IRC Sec. 179D) Support Davis-Bacon Act, prevailing wage coverage/reject repeal amendment - H.R. 3763 Support composite plans/multiemployer pension plans. Support Davis-Bacon Act, prevailing wage coverage by opposing amendment to H.R. 4974/MilCon-VA Appropriations Act Support Project Labor Agreements (PLAs) on public construction by opposing amendment to H.R. 4974, the MilCon-VA Act of 2017 Encourage Congress to pass Composite Plan legislation Support multiemployer composite plan design HOUSE OF REPRESENTATIVES,SENATE     0 0 2016-10-11T18:09:49.870000-04:00
1875236 WILLIAMS AND JENSEN, PLLC 2b0b8e16-c830-4301-86a8-e09a09106481 Q3 WILLIAMS AND JENSEN, PLLC 41454 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 2016 third_quarter RET Legislation and regulations affecting public pension plan. H.R. 711, S. 2381 and H.R. 4822. HOUSE OF REPRESENTATIVES,SENATE 50000   0 0 2016-10-12T09:51:47.587000-04:00
1875262 PUBLIC SPHERE, INC. 96202ca3-b777-439a-b4a3-1533aa5a5097 Q3 PUBLIC SPHERE, INC. 401104153 LPL FINANCIAL, LLC 2016 third_quarter RET General Overview, retirement policy, financial services HOUSE OF REPRESENTATIVES,SENATE 10000   0 0 2016-10-12T10:14:08.270000-04:00
1875289 PUBLIC SPHERE, INC. 324485a4-9bd0-4295-b785-aea0417f9e93 Q3 PUBLIC SPHERE, INC. 401104153 PUTNAM INVESTMENTS 2016 third_quarter RET General Overview, retirement policy, tax reform, pension reform HOUSE OF REPRESENTATIVES,SENATE 10000   0 0 2016-10-12T10:31:27.873000-04:00
1875296 PUBLIC SPHERE, INC. 82fc3014-b24b-4edf-90e7-5f76244ff5a5 Q3 PUBLIC SPHERE, INC. 401104153 GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY 2016 third_quarter RET General Overview, retirement policy, financial services, pension reform HOUSE OF REPRESENTATIVES,SENATE 10000   0 0 2016-10-12T10:35:31.717000-04:00
1875301 PUBLIC SPHERE, INC. e886966b-ab0a-4131-ac22-3c29b19aaec4 Q3 PUBLIC SPHERE, INC. 401104153 BOSTON ASSET MANAGEMENT ASSOCIATION, INC. 2016 third_quarter RET General overview for members and staff HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2016-10-12T10:37:34.393000-04:00
1875415 WINGS GLOBAL PARTNERS L,L,C. b78bd658-1d38-4bfe-94d0-2a5dbfc027ec Q3 WINGS GLOBAL PARTNERS L,L,C. 401103277 EFFECTIVE COMMUNICATIONS STRATEGIES, LLC ( FOR ALLIED PILOTS ASSOCIATION) 2016 third_quarter RET PBGC issue to airline pilots HOUSE OF REPRESENTATIVES,Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of,White House Office 20000   0 0 2016-10-12T11:50:03.303000-04:00
1876163 DAVIS & HARMAN LLP 21f082c2-8070-4669-baec-37e197a79ccb Q3 DAVIS & HARMAN LLP 11674 AMERICAN BENEFITS COUNCIL 2016 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 2017 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. H.R. 2029, Consolidated Appropriations Act. H.R. 4293, the Affordable Retirement Advice Act.H.R. 4294, the Strengthening Access to Valuable Education and Retirement Support (SAVERS) Act. State-administered retirement plan initiatives. Annuitization with respect to defined benefit plans. QLACs. Effects of corporate integration on retirement plans. H.R. 5186, Help All Americans Save for College Act. S. 3078, Retirement Savings Lost and … HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of 80000   0 0 2016-10-13T09:38:08.650000-04:00
1876184 DAVIS & HARMAN LLP b934fae1-d16e-4260-92e1-7a53efec8585 Q3 DAVIS & HARMAN LLP 11674 BUSINESS ROUNDTABLE 2016 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. HOUSE OF REPRESENTATIVES 20000   0 0 2016-10-13T09:48:25.227000-04:00
1876414 SQUIRE PATTON BOGGS b3d8ef78-e9b8-4053-a711-988c9bd993cb Q3 SQUIRE PATTON BOGGS 30906 AON SERVICE CORPORATION (FKA AON HEWITT) 2016 third_quarter RET Advice regarding retirement-related legislation and regulatory reform. HOUSE OF REPRESENTATIVES,SENATE 60000   0 0 2016-10-13T11:08:11.427000-04:00
1876481 NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC. 758f4c1c-c5e8-42a4-9534-a61f9542de67 Q3 NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC. 26980 NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC. 2016 third_quarter RET Law Enforcement Officers Equity Act; Public Employee Pension Transparency Act; Equal Treatment of Public Servants Act; Social Security Fairness Act Bureau of Justice Assistance,Defense, Dept of (DOD),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),Office of Justice Program,President of the U.S.,SENATE,Vice President of the U.S.,White House Office   40000 0 0 2016-10-13T11:34:02.363000-04:00
1876487 AMERICAN BENEFITS COUNCIL 185098b1-ef4e-4bbd-b160-5aed473e842f Q3 AMERICAN BENEFITS COUNCIL 4675 AMERICAN BENEFITS COUNCIL 2016 third_quarter RET FY 2017 Federal Budget Proposal - retirement policy initiatives Tax reform - employer sponsored retirement plans House Republicans Tax Reform Task Force Defined Benefit Plan Issues Mortality table updates De-risking pensions methods Non-discrimination issues affecting defined benefit plans PBGC premiums Hybrid plan rules Pension Portability Act - S. 2147/H.R. 4029 Pension and Budget Integrity Act of 2016 - H.R. 4955/S. 3240 Defined Contribution Plan Issues Retirement plan coverage 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 Retail Investors Protection Act - H.R. 1090 The Lifetime Income Disclosure Act - S. 1317/H.R. 2317 Retirement Savings Lost and Found Act of 2016 - S. 3078/H.R. 5805 Retirement Choice Protection Act of 2015 - H.R. 3922 Small Businesses Add Value for Employees Act (SAVE) Act of 2015 - H.R. 4067 Womens Pension Protection Act of 2015 - S. 2110/H.R. 4235 Receiving Electronic Statements to Improve Retiree Earnings Act - H.R. 2656/S. 3417 Affordable Retirement Advice Protection (ARAP) Act - H.R. 4293 Strengthening Access to Valuable Education & Retirement Support (SAVERS) Act - H.R. 4294 Financial Choice Act of 2016 - H.R. 5983 Secure, Accessible, Valuable, Efficient, Universal Pension (SAVE UP) Act - H.R. 5731 EEOC Reform Act - S. 2693 Retirement Improvements and Savings Enhancements (RISE) Act of 2016 - Early Draft of retirement reform legislation Retirement Enhancement and Savings (RES) Act - modified version Final Fiduciary Definition/Conflict of Interest Rule Proposed & New Revisions to EEO-1 Form - annual Employer Information Report Proposed Form 5500 Changes Executive & nonqualified deferred compensation Multiemployer pension plan issues Multiple employer plans (MEPs) State retirement plan initiatives Plan administration - certification of hardship withdrawals and determination letter program Paid leave proposals and issues - Healthy Families Act,… 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),Office of Management & Budget (OMB),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of   199689 0 0 2016-10-13T11:34:03.630000-04:00
1876848 MCGUIREWOODS CONSULTING (A SUBSIDIARY OF MCGUIREWOODS LLP) e69e0c78-3d04-4094-93a1-69d40f302495 Q3 MCGUIREWOODS CONSULTING (A SUBSIDIARY OF MCGUIREWOODS LLP) 24486 ALTRIA CLIENT SERVICES 2016 third_quarter RET Issues related to taxation of insurance companies, insurance products and retirement accounts HOUSE OF REPRESENTATIVES,SENATE 30000   0 0 2016-10-13T15:18:40.010000-04:00
1876981 MR. MARK REY 04de1af9-add5-465a-a698-47883e652bfe Q3 MR. MARK REY 400454181 NATIONAL OLDER WORKERS CAREER CENTER 2016 third_quarter RET Assisting retired federal workers secure new employment opportunities HOUSE OF REPRESENTATIVES,Interior, Dept of (DOI),SENATE,U.S. Forest Service 6000   0 0 2016-10-13T16:24:05.320000-04:00
1877080 THE CHARLES GROUP, LLC 6463012a-8055-4042-a3bb-9b2ae68f88b5 Q3 THE CHARLES GROUP, LLC 53458 ASSOCIATION OF MATURE AMERICAN CITIZENS, INC. 2016 third_quarter RET creation of Social Security IRA and other Social Security reforms. Social Security insolvency solutions, Cost-of-Living Adjustments HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2016-10-13T20:14:31.637000-04:00
1877103 LEDGE COUNSEL, INC. 8f9865a2-8679-479a-a375-d3c0c989fc96 Q3 LEDGE COUNSEL, INC. 22438 NATIONAL ACTIVE AND RETIRED FEDERAL EMPLOYEES ASSOCIATION 2016 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 2016-10-13T23:41:05.167000-04:00
1877125 TREA SENIOR CITIZENS LEAGUE ac53551f-9ecb-427f-b215-cdeff7f67d3a Q3 TREA SENIOR CITIZENS LEAGUE 38426 TREA SENIOR CITIZENS LEAGUE 2016 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 and H.R. 3779, 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 and H.R. 711, Social Security Consumer Price Index: H.R. 3351 and H.R. 3074 and H.R. 3500 and H.R. 3588 and H.R. 3961 and H.R. 3761 and S. 2251 and H.R. 4012 and H.R. 4144, 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   14758 0 0 2016-10-14T07:57:35.793000-04:00
1877203 NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE e9ec9d97-cf9f-4cc6-94bc-c121a8be480f Q3 NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE 27467 NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE 2016 third_quarter RET Cost of Living Adjustment Relief. S. 2251, H.R. 4144, Seniors and Veterans Emergency (SAVE) Benefits Act: proposal to require the Secretary of the Treasury to make a one-time emergency payment to Social Security beneficiaries, veterans and others; and H.R. 5342, the Fair COLA for Seniors Act of 2016: proposal to offer Social Security beneficiaries a one-time emergency benefit payment and adopt the Consumer Price Index for the Elderly (CPI-E) for the purpose of determining COLAs for Social Security beneficiaries. Social Security Expansion. H.R. 1391, S. 1904, Social Security 2100 Act; H.R. 5952, Strengthening Social Security Act of 2016. Proposals to improve benefits and to strengthen Social Securitys financing by eliminating the payroll tax cap, among other changes. Social Security Expansion Support. H.Res. 393: proposal to express support for protecting and expanding Social Security benefits while securing the programs long term future. Caregiver Social Security Credits. S. 2721, H.R. 3377, Social Security Caregiver Credit Act of 2015/2016: proposal to provide wage credits for individuals who reduce their participation in the workforce or leave the workforce to provide care to specified family members and relatives. Social Security Commission. H.R. 1578, Social Security Commission Act of 2015: proposals to require a commission to make recommendations for achieving solvency of the Social Security trust funds for 75 years. Supplemental Security Income (SSI). S. 1387, H.R. 2442, Supplemental Security Income Restoration Act of 2015: proposals to update provisions in the SSI program to reflect inflation since 1972 and to increase the asset limit to $10,000 for an individual and $15,000 for a couple. Supplemental Security Income and Social Security Benefits. H.R. 2511, School Attendance Improves Lives (SAIL) Act: proposal to require SSI beneficiaries between the ages of 16-17 to attend school full-time in order to qualify for benefits. Supplemental Security Income and Social Security Benefits. H.… 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.   180000 0 0 2016-10-14T10:06:49.873000-04:00
1877276 NAVIGATORS GLOBAL LLC (FORMERLY DC NAVIGATORS, LLC) dfc9431f-52a0-443b-ab4d-165fea1b281f Q3 NAVIGATORS GLOBAL LLC (FORMERLY DC NAVIGATORS, LLC) 85071 UNITED PARCEL SERVICE 2016 third_quarter RET General issues - no specific legislation. HOUSE OF REPRESENTATIVES,SENATE 40000   0 0 2016-10-14T10:39:28.087000-04:00
1877525 VENABLE LLP 0c88a27d-2aad-4171-be79-f27012887555 Q3 VENABLE LLP 39941 WESTMORELAND COAL COMPANY 2016 third_quarter RET Issues related to coal retirees health and pension benefits HOUSE OF REPRESENTATIVES,SENATE     0 0 2016-10-14T12:21:20.730000-04:00
1877635 FLEET RESERVE ASSOCIATION 47192856-e3c2-46a4-998f-8f1e5850f0b5 Q3 FLEET RESERVE ASSOCIATION 14781 FLEET RESERVE ASSOCIATION 2016 third_quarter RET H.R.4519 - To amend title 10, United States Code, to provide a five-year extension of the special survivor indemnity allowance provided to widows and widowers of deceased members of the uniformed services affected by required Survivor Benefit Plan annuity offset for dependency and indemnity compensation received under section 1311(a) of title 38, United States Code., H.R.454 - Military Retiree Survivor Comfort Act HOUSE OF REPRESENTATIVES,SENATE,Veterans Affairs, Dept of (VA),White House Office   120000 0 0 2016-10-14T13:19:32.350000-04:00
1877657 LEADINGAGE (FKA AMER. ASSOC. OF HOMES AND SERVICES FOR THE AGING) 0acd1c54-17af-4659-81f5-edcad2f8207c Q3 LEADINGAGE (FKA AMER. ASSOC. OF HOMES AND SERVICES FOR THE AGING) 1604 LEADINGAGE (FKA AMER ASSOC OF HOMES AND SERVICES FOR THE AGING) 2016 third_quarter RET support maximum funding of the Older Americans Act for fiscal 2017 HOUSE OF REPRESENTATIVES,SENATE   40945 0 0 2016-10-14T13:42:47.990000-04:00
1877727 SQUIRE PATTON BOGGS b9ef3ffa-ab6d-4ee8-b3a7-7fdcc3198bc4 Q3 SQUIRE PATTON BOGGS 30906 YRC WORLDWIDE INC. 2016 third_quarter RET Pension reform legislation. SENATE 10000   0 0 2016-10-14T14:30:53.647000-04:00
1877792 UPS (UNITED PARCEL SERVICE) 4c5ba6cc-27f6-4b2e-a869-b76a1f6a646e Q3 UPS (UNITED PARCEL SERVICE) 39223 UPS (UNITED PARCEL SERVICE) 2016 third_quarter RET - Work on MEPPRA Funding for Multi-employer pension reform. - Discussion draft for new plan design "Composite Plans". - Educating Congress on UPS's concerns with multi-employer pension plan reform that does not protect UPS legacy plans. Commerce, Dept of (DOC),Federal Aviation Administration (FAA),Food & Drug Administration (FDA),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE,State, Dept of (DOS),Transportation, Dept of (DOT),Treasury, Dept of,U.S. Customs & Border Protection,U.S. Trade Representative (USTR),White House Office   1354916 0 0 2016-10-14T15:02:31.030000-04:00
1877815 NATIONAL AIR TRAFFIC CONTROLLERS ASSOCIATION daabd396-d643-442f-a7b1-68a0e40cac88 Q3 NATIONAL AIR TRAFFIC CONTROLLERS ASSOCIATION 26477 NATIONAL AIR TRAFFIC CONTROLLERS ASSOCIATION 2016 third_quarter RET Air Traffic Control retirement issue eligibility. Controller staffing, COLA, Thrift Savings Plan, federal pensions. CIP, FERS/CSRS. Sequestration. Federal Employee Tax. FEHBP. Impact of government shutdown. HR 5341 - recalculation of basic annuity benefits for certain air traffic controllers. HR 636, Sec. 4205 - Computation of Basic Annuity for Certain Air Traffic Controllers. HR 5785 - Annuity Supplement for Certain Air Traffic Controllers. S 3217 - Annuity Supplement for Certain Air Traffic Controllers. Federal Aviation Administration (FAA),HOUSE OF REPRESENTATIVES,SENATE,Transportation, Dept of (DOT),White House Office   262000 0 0 2016-10-14T15:07:47.633000-04:00
1877924 INTERNATIONAL ASSOCIATION OF FIRE FIGHTERS 00eeff0b-ac22-48f2-875a-22c22c65374d Q3 INTERNATIONAL ASSOCIATION OF FIRE FIGHTERS 19753 INTERNATIONAL ASSOCIATION OF FIRE FIGHTERS 2016 third_quarter RET Efforts to undermine public pensions Social Security Offsets Federal fire fighter pension calculation Agriculture, Dept of (USDA),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Interior, Dept of (DOI),Justice, Dept of (DOJ),Labor, Dept of (DOL),SENATE,Transportation, Dept of (DOT),Treasury, Dept of   104000 0 0 2016-10-14T15:24:45.077000-04:00
1877942 NATIONAL FEDERATION OF THE BLIND 8396ac4d-8ea4-42b9-a648-31c4b5a45751 Q3 NATIONAL FEDERATION OF THE BLIND 401103561 NATIONAL FEDERATION OF THE BLIND 2016 third_quarter RET To increase employment of blind people by removing disincentives to work in current Social Security law. Architectural & Transportation Barriers Compliance Board,Defense, Dept of (DOD),Education, Dept of,HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Office of Management & Budget (OMB),SENATE,State, Dept of (DOS)   50000 0 0 2016-10-14T15:26:50.530000-04:00
1877969 UPS (UNITED PARCEL SERVICE) c80027a2-2508-481d-9496-64c52e1379c5 3A UPS (UNITED PARCEL SERVICE) 39223 UPS (UNITED PARCEL SERVICE) 2016 third_quarter RET - Work on MEPPRA Funding for Multi-employer pension reform. - Discussion draft for new plan design "Composite Plans". - Educating Congress on UPS's concerns with multi-employer pension plan reform that does not protect UPS legacy plans. Commerce, Dept of (DOC),Federal Aviation Administration (FAA),Food & Drug Administration (FDA),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE,State, Dept of (DOS),Transportation, Dept of (DOT),Treasury, Dept of,U.S. Customs & Border Protection,U.S. Trade Representative (USTR),White House Office   1354916 0 0 2016-10-14T15:39:11.017000-04:00
1878538 WILLIAMS AND JENSEN, PLLC 6528c5ae-7d5c-4c1a-8f2f-b7d7d8362a33 Q3 WILLIAMS AND JENSEN, PLLC 41454 TRANSAMERICA COMPANIES (FORMLY AEGON) 2016 third_quarter RET Legislation impacting retirement plans; multiple employer plans. HOUSE OF REPRESENTATIVES,SENATE 70000   0 0 2016-10-17T09:36:49.863000-04:00
1878547 WILLIAMS AND JENSEN, PLLC 281bcd40-2d57-4ca0-ba0a-71137de4425b Q3 WILLIAMS AND JENSEN, PLLC 41454 AMERICAN COUNCIL OF LIFE INSURERS 2016 third_quarter RET Legislation and proposals impacting retirement plans. Fiduciary proposals. Legislation on Labor, HHS, Education and Related Agencies appropriations. HOUSE OF REPRESENTATIVES,SENATE 60000   0 0 2016-10-17T09:37:54.770000-04:00
1878592 UNITED AUTOMOBILE, AEROSPACE & AGRICULTURAL IMPLEMENT WORKERS 09bbca22-9fb6-4926-b580-30e0d73dfc53 Q3 UNITED AUTOMOBILE, AEROSPACE & AGRICULTURAL IMPLEMENT WORKERS 39052 UNITED AUTOMOBILE AEROSPACE & AGRICULTURAL IMPLEMENT WORKERS 2016 third_quarter RET Pension Funding legislation; Pension fund disclosure issues and Investor Protection Fiduciary Regulations; Puerto Rico Fiscal Crisis; S. 2328 "Puerto Rico Oversight, Management, and Economic Stability Act". Commerce, Dept of (DOC),Education, Dept of,Energy, Dept of,Environmental Protection Agency (EPA),Executive Office of the President (EOP),Federal Housing Finance Agency (FHFA),Health & Human Services, Dept of (HHS),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Natl Economic Council (NEC),Natl Highway Traffic Safety Administration (NHTSA),Office of Management & Budget (OMB),SENATE,State, Dept of (DOS),Treasury, Dept of,U.S. International Trade Commission (ITC),U.S. Trade Representative (USTR),White House Office   422000 0 0 2016-10-17T09:45:15.077000-04:00
1878596 ASSOCIATION OF MATURE AMERICAN CITIZENS b40fe72a-a7af-4c75-8cb5-588d0a11c8bd Q3 ASSOCIATION OF MATURE AMERICAN CITIZENS 400482380 ASSOCIATION OF MATURE AMERICAN CITIZENS 2016 third_quarter RET Creation of Social Security IRA and other reforms HOUSE OF REPRESENTATIVES,SENATE   20000 0 0 2016-10-17T09:46:16.830000-04:00
1878614 WILLIAMS AND JENSEN, PLLC 9a1bbbde-6987-4fad-9f81-2e96839eb66b Q3 WILLIAMS AND JENSEN, PLLC 41454 TD AMERITRADE 2016 third_quarter RET Depart of Labor Fiduciary proposal. HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE 50000   0 0 2016-10-17T09:51:29.007000-04:00
1878695 WILLIAMS AND JENSEN, PLLC 770d2c2c-50e5-4a96-8133-f5d8df1c9cdb Q3 WILLIAMS AND JENSEN, PLLC 41454 AMERICAN EQUITY INVESTMENT LIFE HOLDING COMPANY 2016 third_quarter RET Benefit distribution in the form of annuities. Proposed Fiduciary Rule. HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of 50000   0 0 2016-10-17T10:33:14.557000-04:00
1878869 WILLIAMS AND JENSEN, PLLC 82975b6d-9060-4e27-93f8-52b70e598e18 Q3 WILLIAMS AND JENSEN, PLLC 41454 NATIONAL ASSN OF STATE TREASURERS (NAST) 2016 third_quarter RET Pension issues affecting municipal bonds or public pensions. HOUSE OF REPRESENTATIVES,SENATE 50000   0 0 2016-10-17T11:23:08.603000-04:00
1879052 DAVIS & HARMAN LLP a0e56136-97a3-432a-91bc-d81ea3ec2b6b Q3 DAVIS & HARMAN LLP 11674 MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY 2016 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. H.R. 4293, the Affordable Retirement Advice Act. H.R. 4294, the Strengthening Access to Valuable Education and Retirement Support (SAVERS) Act. House Republican Task Force Blueprint. HOUSE OF REPRESENTATIVES 10000   0 0 2016-10-17T11:54:42.020000-04:00
1879061 DAVIS & HARMAN LLP 03058c1a-ca28-45cf-b885-aec11178eb41 Q3 DAVIS & HARMAN LLP 11674 RETIREMENT INDUSTRY TRUST ASSOCIATION 2016 third_quarter RET Issues related to self-directed retirement savings and proposals regarding tax incentives for retirement.       0 0 2016-10-17T11:57:47.057000-04:00
1879067 DAVIS & HARMAN LLP f161ae1d-3d90-4eff-82b4-502a221d962e Q3 DAVIS & HARMAN LLP 11674 SPARK INSTITUTE 2016 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. H.R. 2656/S. 3417, Receiving Electronic Statements to Improve Retiree Earnings Act. HOUSE OF REPRESENTATIVES,SENATE 10000   0 0 2016-10-17T11:59:51.010000-04:00
1879086 DAVIS & HARMAN LLP 43e7126f-4efa-4e39-a390-9d0f24b04a74 Q3 DAVIS & HARMAN LLP 11674 VANGUARD GROUP 2016 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/S. 3417, Receiving Electronic Statements to Improve Retiree Earnings Act. HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2016-10-17T12:03:58.093000-04:00
1879090 DAVIS & HARMAN LLP 1086eb26-2651-491d-b1e9-b6fc7ccbb806 Q3 DAVIS & HARMAN LLP 11674 VOYA SERVICES COMPANY 2016 third_quarter RET Issues related to retirement and taxation. H.R. 2656/S. 3417, Receiving Electronic Statements to Improve Retiree Earnings Act. House Republican Task Force Blueprint. HOUSE OF REPRESENTATIVES 10000   0 0 2016-10-17T12:06:00.530000-04:00
1879209 DAVIS & HARMAN LLP b875de19-a29c-4574-a1e6-5578def661eb Q3 DAVIS & HARMAN LLP 11674 TIAA 2016 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/S. 3417, Receiving Electronic Statements to Improve Retiree Earnings Act. Proposals that would consolidate various retirement and IRA types. House Republican Task Force Blueprint. HOUSE OF REPRESENTATIVES 20000   0 0 2016-10-17T13:02:30.580000-04:00
1879236 GM STRATEGIES 9461cd43-ef39-4603-b9cc-41b46e814bb2 Q3 GM STRATEGIES 401103939 UNITED ASSN OF JOURNEYMEN & APPRENTICES OF THE PLUMBING & PIPEFITTING INDUSTRY 2016 third_quarter RET - Implementation of Multiemployer Pension Reform Act of 2014. - Multiemployer pension reforms allowing new composite plan design (no bill). HOUSE OF REPRESENTATIVES 30000   0 0 2016-10-17T13:15:45.860000-04:00
1879265 NATIONAL ASSOCIATION FOR UNIFORMED SERVICES 4a272235-15a6-4016-bdd1-e521aacac115 Q3 NATIONAL ASSOCIATION FOR UNIFORMED SERVICES 26615 NATIONAL ASSOCIATION FOR UNIFORMED SERVICES 2016 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 2016-10-17T13:22:04.147000-04:00
1879324 DAVIS & HARMAN LLP f48bcf26-5cc6-462f-bfef-fb5bce2faf77 Q3 DAVIS & HARMAN LLP 11674 LINCOLN NATIONAL CORPORATION 2016 third_quarter RET Comprehensive pension and retirement savings legislation. Proposals related to electronic disclosure of information. H.R.557 & S.266, Retirement Security Act.   10000   0 0 2016-10-17T13:31:28.247000-04:00
1879360 VENABLE LLP 9d68ae26-f511-49fa-a867-20170819105a Q3 VENABLE LLP 39941 ASSOCIATION OF FOOD AND DAIRY RETAILERS, WHOLESALERS AND MANUFACTURERS 2016 third_quarter RET Provisions in the Multiemployer Pension Reform Act of 2014 (MPRA) included in H. R. 83, the Consolidated and Further Continuing Appropriations Act, 2015 (Pub. Law 113-235); S. 2147 and H. R. 4029; S. 1631 and H.R. 2844; additional proposals to modernize multiemployer plans; and final regulations related to MPRA. HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of 100000   0 0 2016-10-17T13:42:53.883000-04:00
1879493 WASTE MANAGEMENT, INC. 33cdcfd6-88cd-4678-843e-21bf9b1cc0a6 Q3 WASTE MANAGEMENT, INC. 40692 WASTE MANAGEMENT, INC. 2016 third_quarter RET Revision of multi-employer pension plan rules to incorporate composite plan elements Environmental Protection Agency (EPA),HOUSE OF REPRESENTATIVES,SENATE   100000 0 0 2016-10-17T14:09:28.187000-04:00
1879519 O'DONOGHUE & O'DONOGHUE LLP 5f8f5a6d-295e-4dab-b861-1054ed94e54d Q3 O'DONOGHUE & O'DONOGHUE LLP 79211 UNITED ASSN OF JOURNEYMEN & APPRENTICES OF THE PLUMBING & PIPEFITTING INDUSTRY 2016 third_quarter RET - Multiemployer pension reforms allowing new composite plan design (no bill).   20000   0 0 2016-10-17T14:12:49.487000-04:00
1879551 DAVIS & HARMAN LLP 5745de43-7b0c-42dd-a19f-3b2bbbd1acff Q3 DAVIS & HARMAN LLP 11674 TRANSAMERICA LIFE INSURANCE COMPANY 2016 third_quarter RET Proposals related to retirement plans for small business. Proposals to reform the multiple employer plan rules. Proposals to reform the 403(b) 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, including H.R. 2656, Receiving Electronic Statements to Improve Retiree Earnings Act. S.266/H.R. 557, Retirement Security Act. Plan consolidation. House Republican Blueprint. Retirement Enhancement and Savings Act. S. 3307, to avoid duplicative annual reporting. HOUSE OF REPRESENTATIVES,SENATE 30000   0 0 2016-10-17T14:15:08.910000-04:00
1879582 NATIONAL RURAL LETTER CARRIERS' ASSOCIATION 9eb1c971-2c7e-48b6-acc4-ae365983e1a0 Q3 NATIONAL RURAL LETTER CARRIERS' ASSOCIATION 28526 NATIONAL RURAL LETTER CARRIERS' ASSOCIATION 2016 third_quarter RET H.R. 711 "Equal Treatment of Public Servants Act of 2015" for any annuitant impacted by the Windfall Elimination Provision (WEP), H.R. 711 would replace the WEP with a new benefit schedule, providing for a more equitable calculation of the WEP. For annuitants impacted by WEP, the bill would reduce their WEP penalty for future payments. The actual dollar reduction would be determined by the Social Security Administration, based upon projected savings attributable to enforcement sections of the bill. The NRLCA has not taken a position on this bill. HOUSE OF REPRESENTATIVES,SENATE   125000 0 0 2016-10-17T14:20:30.853000-04:00
1879646 DAVIS & HARMAN LLP c4efaafe-aeb4-4ea3-bf9b-dc231b9571dd Q3 DAVIS & HARMAN LLP 11674 BROKER/DEALER COORDINATION GROUP 2016 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/S.2497, Retail Investor Protection Act. H.R. 4293/S.2502, the Affordable Retirement Advice Act. H.R. 4294/S.2505, the Strengthening Access to Valuable Education and Retirement Support (SAVERS) Act. H.J. Res. 88, Disapproving the rule submitted by the Department of Labor related to the definition of fiduciary. HOUSE OF REPRESENTATIVES     0 0 2016-10-17T14:32:13.803000-04:00
1879666 DAVIS & HARMAN LLP 73d41385-62c8-4561-b704-b2c47ddba55d Q3 DAVIS & HARMAN LLP 11674 EDWARD JONES INVESTMENTS 2016 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 20000   0 0 2016-10-17T14:36:29.570000-04:00
1879683 DAVIS & HARMAN LLP 7f6641db-6a17-4d26-ab33-d639b9eb9e6c Q3 DAVIS & HARMAN LLP 11674 HUELER INVESTMENT SERVICES, INC. 2016 third_quarter RET Issues related to qualifying longevity annuity contracts SENATE,Treasury, Dept of     0 0 2016-10-17T14:39:44.653000-04:00
1879698 DAVIS & HARMAN LLP d5f6fe87-583b-4bc7-ac9d-7bf0684a7acf Q3 DAVIS & HARMAN LLP 11674 LPL FINANCIAL 2016 third_quarter RET Work with respect to proposals to enhance retirement savings opportunities for employers, employees, and individuals. S. 2216, Senior$afe Act. Retirement Enhancement and Savings Act.   10000   0 0 2016-10-17T14:41:51.733000-04:00
1879707 INTERNATIONAL ASSOCIATION OF MACHINISTS AND AEROSPACE WORKERS 38ef38b1-badb-4598-86dc-e6356412c6b1 Q3 INTERNATIONAL ASSOCIATION OF MACHINISTS AND AEROSPACE WORKERS 19775 INTERNATIONAL ASSOCIATION OF MACHINISTS AND AEROSPACE WORKERS 2016 third_quarter RET Support Keep Our Pension Promises Act H.R. 1090/ S. 1631 Oppose Composite Pension Plan (No Bill Number) HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),SENATE,Transportation, Dept of (DOT),White House Office   620000 0 0 2016-10-17T14:43:55.623000-04:00
1879714 DAVIS & HARMAN LLP 9100ecc7-e940-4798-acc7-ae3361abf826 Q3 DAVIS & HARMAN LLP 11674 NATIONAL RURAL ELECTRIC COOPERATIVE ASSN 2016 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. Retirement Enhancement and Savings Act. HOUSE OF REPRESENTATIVES,Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of 40000   0 0 2016-10-17T14:44:57.813000-04:00
1879740 DAVIS & HARMAN LLP bd0578a4-18cc-4663-826b-a71ee5f78aec Q3 DAVIS & HARMAN LLP 11674 NATIONWIDE INSURANCE COMPANIES 2016 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. Plan Consolidation. House Republican Blueprint. HOUSE OF REPRESENTATIVES 30000   0 0 2016-10-17T14:47:10.143000-04:00
1879747 DAVIS & HARMAN LLP f952a968-caf2-47bb-8fc7-513edb818de3 Q3 DAVIS & HARMAN LLP 11674 WILLIS NORTH AMERICA INC 2016 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. Proposals related to nondiscrimination testing of pension plans. SENATE,Treasury, Dept of     0 0 2016-10-17T14:49:16.457000-04:00
1879753 JACKSON NATIONAL LIFE INSURANCE COMPANY 673941fb-eeed-453a-a66e-00c8626c46d1 Q3 JACKSON NATIONAL LIFE INSURANCE COMPANY 20334 JACKSON NATIONAL LIFE INSURANCE COMPANY 2016 third_quarter RET Rules on plan fiduciaries' responsibilities with respect to brokerage windows in 401(k)s. HOUSE OF REPRESENTATIVES,SENATE   150000 0 0 2016-10-17T14:50:20.130000-04:00
1879777 DAVIS & HARMAN LLP 0e7338df-f4e6-42f0-a966-cf8f2874d932 Q3 DAVIS & HARMAN LLP 11674 STATE STREET BANK AND TRUST CO. 2016 third_quarter RET Issues related to expanding retirement coverage, facilitating retirement income, and increasing retirement security. Issues related to qualifying longevity annuity contracts. Issues related to state law preemption. Proposals to reform the multiple employer plan rules. Retirement Enhancement and Savings Act. Retirement Improvements and Savings Enhancements Act. HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2016-10-17T14:53:34.087000-04:00
1879842 THE ESOP ASSOCIATION 4dddaab1-f5f1-4c0a-b6d7-4134a4d18686 Q3 THE ESOP ASSOCIATION 13858 ESOP ASSOCIATION 2016 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. In the 114th Congress specifically S. 1212 and H.R. 2096. HOUSE OF REPRESENTATIVES   56263 0 0 2016-10-17T15:07:16.427000-04:00
1880453 THE ERISA INDUSTRY COMMITTEE 59e521fe-f15f-4f8d-800d-4420090a41f2 Q3 THE ERISA INDUSTRY COMMITTEE 13803 ERISA INDUSTRY COMMITTEE 2016 third_quarter RET PBGC premiums. ERISA 420; all provisions. H.R. 2656 - Receiving Electronic Statements to Improve Retiree Earnings (RETIRE) Act; all provisions. H.R. 4955 - Pension and Budget Integrity Act (PBIA). IRS Notice 2015-19 - Revisions to the Employee Plans Determination Letter Program. S. 3240 Pension and Budget Integrity Act General issues and regulations: pension and retirement proposals, cash balance, and related tax reform issues. Department of Labor Definition of Fiduciary regulations. De-risking defined benefit plans. EEO-1 Form Changes. Frozen defined benefit plans and nondiscrimination testing. Lifetime income illustrations on benefit statements. Treasury and IRS proposals and final regulations implementing the cash balance and pension equity plan provisions of the Pension Protection Act of 2006 (PPA). Council of Economic Advisers (CEA),Equal Employment Opportunity Commission (EEOC),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Natl Economic Council (NEC),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of   110000 0 0 2016-10-17T16:59:41.637000-04:00
1880497 BALCH & BINGHAM, LLP 19687c3c-0bfc-4ae3-bf94-b5a14820ebe0 Q3 BALCH & BINGHAM, LLP 5197 WESTROCK (FORMERLY ROCKTENN) 2016 third_quarter RET PBGC Reform, PBGC premiums, Non-Discrimination Testing, Multi-Employer Pension issues Administration for Children & Families (ACF),Environmental Protection Agency (EPA),HOUSE OF REPRESENTATIVES,Office of Management & Budget (OMB),SENATE,White House Office 40000   0 0 2016-10-17T17:09:07.083000-04:00
1880647 THE ARC OF THE UNITED STATES 227ddb88-1829-4b08-aa7b-d2785d66c7af Q3 THE ARC OF THE UNITED STATES 4174 ARC OF THE UNITED STATES 2016 third_quarter RET Improvements to Social Security Act Title II and Title XVI for people with disabilities. Supplemental Security Income program issues, provisions dealing with persons with disabilities. Social Security Disability program issues, provisions dealing with persons with disabilities. Solvency of the Social Security Trust funds. Disability claims processing. Social Security Provisions of The Bipartisan Budget Act, H. R. 1314/P. L. 114-74 Strengthening Social Security Act, H.R. 5952 Centers For Medicare and Medicaid Services (CMS),Education, Dept of,Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Housing & Urban Development, Dept of (HUD),Labor, Dept of (DOL),Office of Management & Budget (OMB),SENATE,Social Security Administration (SSA),Treasury, Dept of,White House Office   40000 0 0 2016-10-17T18:38:09.187000-04:00
1880746 BLACKROCK FUNDS SERVICES GROUP, LLC e2a62d22-c663-4847-ac2f-40aeb05ff708 Q3 BLACKROCK FUNDS SERVICES GROUP, LLC 400534597 BLACKROCK FUNDS SERVICES GROUP LLC 2016 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   590000 0 0 2016-10-17T23:54:36.513000-04:00
1880863 GIRL SCOUTS OF THE U.S.A. 3b2c055e-c7ab-4ab7-bce1-f338d4f6bb3c Q3 GIRL SCOUTS OF THE U.S.A. 16236 GIRL SCOUTS OF THE U.S.A. 2016 third_quarter RET Lobbying Issues: Retirement Enhancement and Savings Act of 2016 HOUSE OF REPRESENTATIVES,SENATE   59958 0 0 2016-10-18T09:20:07.027000-04:00
1881201 THE ASSOCIATION OF MORTGAGE INVESTORS 7c012b26-a389-4109-9cba-2ae4bdde7ab1 Q3 THE ASSOCIATION OF MORTGAGE INVESTORS 400614861 THE ASSOCIATION OF MORTGAGE INVESTORS 2016 third_quarter RET Fiduciary Rule, The Retail Investor Protection Act, H.R. 1090. Federal Housing Finance Agency (FHFA),HOUSE OF REPRESENTATIVES,Housing & Urban Development, Dept of (HUD),SENATE,Treasury, Dept of   95000 0 0 2016-10-18T10:37:40.237000-04:00
1881520 THORN RUN PARTNERS 9b958980-fe93-4edf-a2e8-c89b89fe0153 Q3 THORN RUN PARTNERS 400534596 AARP 2016 third_quarter RET Social Security changes to benefits and eligibility. HOUSE OF REPRESENTATIVES,SENATE 40000   0 0 2016-10-18T11:23:29.577000-04:00
1881542 OWENS-ILLINOIS, INC 964747fe-83b6-4232-8c87-cc4b9bdad717 Q3 OWENS-ILLINOIS, INC 49646 OWENS-ILLINOIS INC 2016 third_quarter RET Pension and retirement issues; PBGC Premiums, Pension and Budget Integrity Act, HR 4955. Environmental Protection Agency (EPA),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of   200000 0 0 2016-10-18T11:24:35.560000-04:00
1881632 BANK POLICY INSTITUTE bd2f93c3-708f-4314-91b1-9532a9cc8964 Q3 BANK POLICY INSTITUTE 5290 BANK POLICY INSTITUTE 2016 third_quarter RET Issues related to Department of Labors proposed rule-fiduciary rule making, which defines when a person providing investment advice becomes a fiduciary under the Employee Retirement Income Security Act of 1974 (ERISA); Issues related to: Congressional Budget Office (CBO) 10 year budgets and scoring of retirement tax deferrals; H.R. 2029, Consolidated Appropriations Act of 2016; and H.R. 1090, Retail Investor Protection Act; H.R.4293, Affordable Retirement Advice Protection Act; H.R.4294, Strengthening Access to Valuable Education and Retirement Support Act (SAVERS Act) of 2015; S.2502, Affordable Retirement Advice Protection Act; S.2505, SAVERS Act of 2016; S.2497, Retail Investor Protection Act of 2016. Issues related to reforming the U.S. Tax code; (H.J.Res.88; S.J.Res.33); issues related to Open Multiple Employer Plans; issues related to auto enrollment in employer-sponsored plans; issues related to expanding retirement plan coverage; issues related to reducing leakage from the retirement system and ensuring adequate income in retirement; Retirement Enhancement and Savings Act Consumer Financial Protection Bureau (CFPB),Defense, Dept of (DOD),Federal Housing Finance Agency (FHFA),Federal Reserve System,HOUSE OF REPRESENTATIVES,Housing & Urban Development, Dept of (HUD),Labor, Dept of (DOL),Natl Economic Council (NEC),Office of Management & Budget (OMB),Office of the Comptroller of the Currency (OCC),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of,U.S. Trade Representative (USTR),White House Office   940000 0 0 2016-10-18T11:38:33.087000-04:00
1881692 ALLIED PILOTS ASSOCIATION fe865612-30d4-4f9c-804a-9ec5a13c06c1 Q3 ALLIED PILOTS ASSOCIATION 40046359 ALLIED PILOTS ASSOCIATION 2016 third_quarter RET TAX AND PENSION PLAN ISSUES Federal Aviation Administration (FAA),HOUSE OF REPRESENTATIVES,SENATE,State, Dept of (DOS),Transportation, Dept of (DOT)   130000 0 0 2016-10-18T11:51:06.287000-04:00
1881750 THORN RUN PARTNERS 06ea33fc-02fe-4ba6-b815-229441c02d51 Q3 THORN RUN PARTNERS 400534596 JACKSON NATIONAL LIFE INSURANCE COMPANY 2016 third_quarter RET Rules on plan fiduciaries' responsibilities with respect to brokerage windows in 401(k)s. HOUSE OF REPRESENTATIVES,SENATE 60000   0 0 2016-10-18T11:57:37.107000-04:00
1882169 MR. DONALD KANIEWSKI d5cfebd8-4266-4f2f-b04f-46f1fa029bd7 Q3 MR. DONALD KANIEWSKI 322693 LABORERS INTERNATIONAL UNION OF NORTH AMERICA 2016 third_quarter RET Lobbied in support of reforming multi-employer pension plans and PBGC issues. HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of 45000   0 0 2016-10-18T13:07:29.100000-04:00
1882221 NATIONWIDE MUTUAL INSURANCE COMPANY 9f06984b-e8e6-44d9-b715-5849096f547b Q3 NATIONWIDE MUTUAL INSURANCE COMPANY 26411 NATIONWIDE MUTUAL INSURANCE COMPANY 2016 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 HR 2029 - Making appropriations for military construction, the Department of Veterans Affairs, and related agencies for the fiscal year ending September 30, 2016, and for other purposes HR 4294- SAVERS Act of 2015 - Amends the Internal Revenue Code of 1986 to require an affirmative vote by Congress before any final rule by the Department of Labor regarding the definition of fiduciary goes into effect. Should Congress fail to approve, - outlines requirements for a new fiduciary standard that would take effect HR 4293- Affordable Retir… 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)   1020000 0 0 2016-10-18T13:17:01.923000-04:00
1882272 HECHT LATHAM SPENCER & ASSOCIATES, INC., FORMERLY KNOWN AS HECHT SPENCER & ASSOC 433a5400-fd0d-4474-a495-11230ce8a3e0 Q3 HECHT LATHAM SPENCER & ASSOCIATES, INC., FORMERLY KNOWN AS HECHT SPENCER & ASSOC 17966 BOY SCOUTS OF AMERICA 2016 third_quarter RET Retirement Enhancement and Savings Act of 2016 - provision amending Pension Benefit Guarantee Corporation premium rules for cooperatives and small employer charity pension plans. HOUSE OF REPRESENTATIVES,SENATE 45000   0 0 2016-10-18T13:26:31.650000-04:00
1883044 EMERSON 62d3bb80-947c-4599-8c3d-1762e19a2c41 Q3 EMERSON 13506 EMERSON 2016 third_quarter RET H.R. 4955, Pension and Budget Integrity Act, S. 3240 HOUSE OF REPRESENTATIVES,SENATE   80000 0 0 2016-10-18T14:58:12.340000-04:00
1883057 MANATT, PHELPS, AND PHILLIPS 02fb1395-0500-4bd2-83c4-df253cadcd4d 3T MANATT, PHELPS, AND PHILLIPS 23645 THE HORACE BUSHNELL MEMORIAL HALL CORPORATION 2016 third_quarter RET Pension Reform. HOUSE OF REPRESENTATIVES,SENATE,State, Dept of (DOS)     0 1 2016-10-18T14:59:21.717000-04:00
1883213 ARNOLD & PORTER KAYE SCHOLER LLP c266422a-f2bc-48b1-9c57-16a93840e277 Q3 ARNOLD & PORTER KAYE SCHOLER LLP 4301 ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS 2016 third_quarter RET Issues related to teacher retirement. HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2016-10-18T15:12:12.290000-04:00
1883425 ATLAS ADVOCACY 1043f8e4-98cf-4958-9276-9d8070965269 Q3 ATLAS ADVOCACY 401100069 UNITED MINE WORKERS OF AMERICA 2016 third_quarter RET UMWA pension issues pertaining to the the Coal Industry Retiree Health Benefit Act of 1992 (Coal Act). HOUSE OF REPRESENTATIVES,SENATE 36000   0 0 2016-10-18T15:47:31.603000-04:00
1883683 CROSSROADS STRATEGIES, LLC be393555-7525-4cf4-8d94-aad0225ac24d Q3 CROSSROADS STRATEGIES, LLC 400531586 MORGAN STANLEY & CO LLC 2016 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 2016-10-18T16:37:06.913000-04:00
1883793 CROSSROADS STRATEGIES, LLC 4348d900-b253-4654-9797-31c2574c699b Q3 CROSSROADS STRATEGIES, LLC 400531586 AICPA ASSOCIATION OF INTERNATIONAL CERTIFIED PROFESSIONAL ACCOUNTANTS 2016 third_quarter RET Issues related to employee benefit plan audit quality. HOUSE OF REPRESENTATIVES,SENATE 40000   0 0 2016-10-18T17:01:22.420000-04:00
1883810 PRINCIPAL FINANCIAL GROUP e52cecb3-2071-424a-a7a4-d0509788fa73 Q3 PRINCIPAL FINANCIAL GROUP 32178 PRINCIPAL FINANCIAL GROUP 2016 third_quarter RET H.R.506: Automatic IRA Act of 2015- Amends the Internal Revenue Code to: (1) 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) which grants such employees the right to opt-out of participation; (2) require the Secretary of the Treasury to provide employers with a model notice for notifying employees of their opportunity to participate in an automatic IRA arrangement and to provide participants with an annual statement setting forth payments, earnings, value, and other specified information; (3) impose a penalty on employers who fail to provide eligible employees access to an automatic IRA arrangement; (4) allow employers who do not have more than 100 employees a tax credit for costs associated with establishing an automatic IRA arrangement; and (5) increase the dollar limitation on the tax credit for small employer pension plan startup costs. Establishes an Automatic IRA Advisory Group to make recommendations regarding automatic IRA investment options. Requires the Secretary and the Secretary of Labor to jointly conduct feasibility studies on: (1) extending spousal consent requirements to automatic IRA arrangements; (2) automatically transferring amounts saved by employees in retirement bonds into alternative, private sector, diversified investments when employees' automatic IRA balances reach a certain dollar level; (3) using investment data to notify individuals with multiple small balance retirement accounts of consolidation options; and (4) using investment arrangements associated with automatic IRAs to assist in addressing the problem of abandoned accounts. Directs the Secretaries to prescribe administrative guidance for the use of multiple employer plans by December 31, 2015. H.R.557: Retirement Security Act of 2015- Directs the Secretary of the Treasury to: (1) prescribe final regulations to permit employers to participate in … HOUSE OF REPRESENTATIVES,SENATE   426000 0 0 2016-10-18T17:03:28.810000-04:00
1883939 COVINGTON & BURLING LLP 9cb25c20-daf7-4249-9b1a-b93b89b16f1e Q3 COVINGTON & BURLING LLP 11195 WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST 2016 third_quarter RET Multiemployer pension funding legislation. HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Natl Economic Council (NEC),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of,White House Office 420000   0 0 2016-10-18T17:24:30.330000-04:00

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CREATE TABLE lobbying_activities (
            id INTEGER PRIMARY KEY,
            filing_uuid TEXT NOT NULL,
            filing_type TEXT NOT NULL,
            registrant_name TEXT NOT NULL,
            registrant_id INTEGER,
            client_name TEXT NOT NULL,
            filing_year INTEGER NOT NULL,
            filing_period TEXT NOT NULL,
            issue_code TEXT,
            specific_issues TEXT,
            government_entities TEXT,
            income_amount INTEGER,
            expense_amount INTEGER,
            is_no_activity INTEGER DEFAULT 0,
            is_termination INTEGER DEFAULT 0,
            received_date TEXT,
            CONSTRAINT fk_activity_filing FOREIGN KEY (filing_uuid)
                REFERENCES lobbying_filings_raw(filing_uuid)
        );
CREATE INDEX idx_act_client_name ON lobbying_activities(client_name COLLATE NOCASE);
CREATE INDEX idx_act_issue_code ON lobbying_activities(issue_code);
CREATE INDEX idx_act_filing_year ON lobbying_activities(filing_year);
CREATE INDEX idx_act_filing_uuid ON lobbying_activities(filing_uuid);
Powered by Datasette · Queries took 2381.55ms · Data license: Public Domain (U.S. Government data) · Data source: Federal Register API & Regulations.gov API