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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

278 rows where filing_period = "third_quarter", filing_year = 2017 and issue_code = "RET" sorted by filing_year descending

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issue_code 1

  • RET · 278 ✖

filing_year 1

  • 2017 · 278 ✖

filing_period 1

  • third_quarter · 278 ✖
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
2019207 ASSOCIATION OF MATURE AMERICAN CITIZENS ea866ba3-a566-4b39-b792-539975f4959f Q3 ASSOCIATION OF MATURE AMERICAN CITIZENS 400482380 ASSOCIATION OF MATURE AMERICAN CITIZENS 2017 third_quarter RET Creation of SS IRA and other Reforms HOUSE OF REPRESENTATIVES,SENATE   20000 0 0 2017-10-02T14:46:36.233000-04:00
2019394 INTERNATIONAL UNION OF POLICE ASSOCIATIONS, AFL-CIO 37a00895-6ea1-4f7e-94fa-559bb0d7b26a Q3 INTERNATIONAL UNION OF POLICE ASSOCIATIONS, AFL-CIO 50400 INTERNATIONAL UNION OF POLICE ASSOCIATIONS AFL-CIO 2017 third_quarter RET HR1205, Medicare for those with mandatory retirement age (public safety). HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),SENATE   20000 0 0 2017-10-03T11:47:17.237000-04:00
2019464 SOCIAL SECURITY WORKS 9e3d51d2-8ba3-4701-81ad-63026da18d2e Q3 SOCIAL SECURITY WORKS 401048957 SOCIAL SECURITY WORKS 2017 third_quarter RET ​Social Security Expansion Medicare Expansion/Medicare for All Against, American Health Care Act, Better Care Reconciliation Act, Graham-Cassidy Lowering Prescription Drug Prices The People's Budget Against SSI Cuts in MIECHV Reauthorization Prescription Drug Importation Against Better Care Reconciliation Act Against OPEN Act SSA Senate Appropriations Medicare for All HOUSE OF REPRESENTATIVES,SENATE,Social Security Administration (SSA)   12000 0 0 2017-10-03T14:52:09.937000-04:00
2019693 GRIZZLE COMPANY cf99f0a4-ea46-4bb0-9237-39cff06d6c86 Q3 GRIZZLE COMPANY 16987 EASTERN KENTUCKY POWER COOPERATIVE 2017 third_quarter RET Support for HR 3596 "Rightsizing Pension Premiums Act of 2017." Environmental Protection Agency (EPA),HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2017-10-04T13:58:18.367000-04:00
2019736 MR. DONALD KANIEWSKI b425d3ef-712b-435f-bfa4-36a85aed152e Q3 MR. DONALD KANIEWSKI 322693 LABORERS INTERNATIONAL UNION OF NORTH AMERICA 2017 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 2017-10-04T14:24:34.400000-04:00
2019990 THE ESOP ASSOCIATION b67b4b71-feab-41da-a97c-d95c79396cf6 Q3 THE ESOP ASSOCIATION 13858 ESOP ASSOCIATION 2017 third_quarter RET Any proposed legislation in relationship to ESOPs, 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   40952 0 0 2017-10-05T13:27:56.833000-04:00
2020203 DANEA KEHOE d390342b-053e-4103-8007-416681a411ff Q3 DANEA KEHOE 67570 NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS 2017 third_quarter RET Pension simplification, lifetime disclosure isssues HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE 10000   0 0 2017-10-06T08:00:10.927000-04:00
2020762 MWR CONSULTING 644b59d8-a51f-4d41-8799-fef6380aab6a Q3 MWR CONSULTING 401104301 HOLLISTER, INC. 2017 third_quarter RET Employee Retirement Income Security Act Centers For Medicare and Medicaid Services (CMS),HOUSE OF REPRESENTATIVES,SENATE 45000   0 0 2017-10-09T13:29:41.807000-04:00
2020831 HOLLAND & KNIGHT LLP 6e784d16-324c-4be2-b81c-8cd6723cc580 Q3 HOLLAND & KNIGHT LLP 18466 CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. 2017 third_quarter RET Educating members of Congress and staff on the Department of Labor's Conflict of Interest Rule. HOUSE OF REPRESENTATIVES,SENATE 40000   0 0 2017-10-09T14:04:43.483000-04:00
2021048 YODLEE INC. db3b5873-a383-4c15-8da0-ae56a83ee102 Q3 YODLEE INC. 401104165 YODLEE INC. 2017 third_quarter RET Fiduciary standards Consumer Financial Protection Bureau (CFPB),Federal Deposit Insurance Corporation (FDIC),Federal Reserve System,Financial Crimes Enforcement Network (FinCEN),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Natl Economic Council (NEC),Office of the Comptroller of the Currency (OCC),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of   120000 0 0 2017-10-10T08:29:23.253000-04:00
2021591 MR. MARK REY edef374e-6a0f-47d9-b48e-92456b48b67c Q3 MR. MARK REY 400454181 NATIONAL OLDER WORKERS CAREER CENTER 2017 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 2017-10-10T17:05:10.547000-04:00
2021665 DPWN HOLDINGS (USA) INC. (FORMERLY KNOWN AS DEUTSCHE POST WORLD NET USA, INC.) 5113861a-36a2-4d4a-a350-f3b0a4f032eb Q3 DPWN HOLDINGS (USA) INC. (FORMERLY KNOWN AS DEUTSCHE POST WORLD NET USA, INC.) 82237 DPWN HOLDINGS (USA) INC. (FORMERLY KNOWN AS DEUTSCHE POST WORLD NET-USA, INC.) 2017 third_quarter RET Pension Funding - advocate for multi-employer pension reform. Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,SENATE,Transportation, Dept of (DOT)   48000 0 0 2017-10-11T09:16:05.297000-04:00
2021711 FINANCIAL EXECUTIVES INTERNATIONAL 73cecc0d-8dda-4eeb-b409-85c786105819 Q3 FINANCIAL EXECUTIVES INTERNATIONAL 14520 FINANCIAL EXECUTIVES INTERNATIONAL 2017 third_quarter RET Retirement plans; tax policy related to retirement plans, nondiscrimination testing in pension plans, multiemployer defined benefit pension plans; PBGC premium increases Commodity Futures Trading Commission (CFTC),Defense Contract Audit Agency (DCAA),Defense, Dept of (DOD),Federal Deposit Insurance Corporation (FDIC),Federal Reserve System,Government Accountability Office (GAO),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Natl Economic Council (NEC),Pension Benefit Guaranty Corporation (PBGC),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of   25674 0 0 2017-10-11T10:10:42.347000-04:00
2021899 MR. ROBERT LEVI 37e34eca-302d-45f3-ab46-fec271749f92 Q3 MR. ROBERT LEVI 401104269 UNITED POSTMASTERS AND MANAGERS OF AMERICA 2017 third_quarter RET Issues impacting the Civil Service Retirement System and the Federal Employees Retirement System HR 1205, the Social Security Equity Act HR 873, Thrift Savings Plan Modernization Act Federal Retirement Thrift Investment Board,HOUSE OF REPRESENTATIVES,Office of Personnel Management (OPM),Postal Regulatory Commission,SENATE,U.S. Postal Service (USPS) 20000   0 0 2017-10-11T12:28:58.707000-04:00
2022207 J.C. WATTS COMPANIES 9a7404b1-db15-4666-a7ec-e682bfb916b2 Q3 J.C. WATTS COMPANIES 87858 INSURED RETIREMENT INSTITUTE (FORMERLY KNOWN AS INVESTMENT RETIREMENT INSTITUTE 2017 third_quarter RET DOL Fiduciary rule HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of 22500   0 0 2017-10-11T16:09:23.723000-04:00
2022285 MULLETT STRATEGIES LLC 3d237cf0-f840-43f8-9a95-6cbdb803f12d Q3 MULLETT STRATEGIES LLC 401103987 YRC ENTERPRISE SERVICES, INC 2017 third_quarter RET Multi-employer pension plan legislative change or relief. Federal Motor Carrier Safety Administration,HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2017-10-11T18:05:52.740000-04:00
2022439 FORSCEY, PLLC 41967e72-eb78-4be2-9bdb-db9a161b0ce1 Q3 FORSCEY, PLLC 52880 WRITERS GUILD OF AMERICA, WEST 2017 third_quarter RET Monitor proposed amendments to and implementation of the Multi-Employer Pension Reform Act of 2014 and to modify the structure and funding of Pension Benefit Guarantee Corporation (PBGC). Federal Communications Commission (FCC),HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),SENATE 30000   0 0 2017-10-12T10:22:21.440000-04:00
2022535 MCGUIREWOODS CONSULTING (A SUBSIDIARY OF MCGUIREWOODS LLP) 6f5bcb7e-b70a-4454-82ac-a728b7b1f107 Q3 MCGUIREWOODS CONSULTING (A SUBSIDIARY OF MCGUIREWOODS LLP) 24486 STARBUCKS 2017 third_quarter RET Tax Reform; Education Tax Provisions; NAFTA HOUSE OF REPRESENTATIVES,SENATE 30000   0 0 2017-10-12T11:06:28.147000-04:00
2022544 BUILDING AND CONSTRUCTION TRADES DEPT., AFL-CIO d57f730f-fca7-4238-81ed-ee29c28aad87 Q3 BUILDING AND CONSTRUCTION TRADES DEPT., AFL-CIO 7383 BUILDING AND CONSTRUCTION TRADES DEPT AFL-CIO 2017 third_quarter RET Multi-Employer Pension Plan Reform - Lobbied to promote general pension reform that will help trustees strengthen pension plans with the cooperation of both labor and management. No bill. Environmental Protection Agency (EPA),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,White House Office   200000 0 0 2017-10-12T11:07:33.367000-04:00
2022596 AMERICAN COUNCIL OF LIFE INSURERS ad1717da-031b-4b99-8ac7-a8993726ecc9 Q3 AMERICAN COUNCIL OF LIFE INSURERS 2115 AMERICAN COUNCIL OF LIFE INSURERS 2017 third_quarter RET H.R. 854 - the Retirement Security for American Workers Act. Issue: expanding retirement savings plans. S. 1383: Retirement Security Act of 2017. Issue: retirement security House GOP Blueprint on Tax Reform H.R. 2055/ S. 868 - Lifetime Income Disclosure Act. Issue: lifetime income illustration S. 1321, the Affordable Retirement Advice Protection Act. Issue: alternative to the DOL fiduciary rule H.R. 2823, the Affordable Retirement Advice for Savers Act. Issue: alternative to the DOL fiduciary rule H.J. Res 66 (PL 115-35), Resolution disapproving the DOL rule related to state based retirement plans H.J. Res 67 (PL 115-24), Resolution disapproving the DOL rule related to municipality based retirement plans. S. 1379, the Graduate Student Savings Act. Issue: promotes retirement savings for graduate students H.R. 2030, Savings Enhancement by Alleviating Leakage in 401(k) Savings Act. Issue: prevents retirement savings leakage Pub.L. 111-148-The Patient Protection and Affordable Care Act, Issue: Assessments under state-based insurance exchanges. H.R. ___/S.___ Draft legislation amending Affordable Care Act provisions on health exchange assessments. Issue: Health Exchange Assessments Public Law No: 115-31. Consolidated Appropriations Act of 2017 Maintain Section 172 of Further Continuing and Security Assistance Appropriations Act regarding funding to address the Social Security Disability Insurance (SSDI) hearing backlog. Issue: disability insurance H.R.___/S.____ Appropriations for 2018 to support funding for SSA and SSDI hearing backlog. Issue: disability insurance. H.R. ___/S.___ Draft legislation on tax treatment and consumer financing for long-term care insurance. Issue: expanding long term care insurance coverage H.R.____/S._____ Draft legislation to expand IRC Section 125 cafeteria plans to include long term care insurance. Issue: expanding long term care insurance. H.R.___/S._____ Draft legislation to allow auto enrollment of private disability insurance in employer provided plans. H.R.___… HOUSE OF REPRESENTATIVES,SENATE   1088000 0 0 2017-10-12T11:37:27.843000-04:00
2022637 SQUIRE PATTON BOGGS 8c60e0f7-0925-46ce-a964-ea84f771bf03 Q3 SQUIRE PATTON BOGGS 30906 AON SERVICE CORPORATION (FKA AON HEWITT) 2017 third_quarter RET Advice regarding retirement-related legislation and regulatory reform. HOUSE OF REPRESENTATIVES,SENATE 60000   0 0 2017-10-12T12:19:55.300000-04:00
2022957 NAVIGATORS GLOBAL LLC (FORMERLY DC NAVIGATORS, LLC) f3e73a09-8ff1-47ad-9ae4-57ee23ea351d Q3 NAVIGATORS GLOBAL LLC (FORMERLY DC NAVIGATORS, LLC) 85071 UNITED PARCEL SERVICE 2017 third_quarter RET General issues - no specific legislation HOUSE OF REPRESENTATIVES,SENATE 40000   0 0 2017-10-12T15:32:41.580000-04:00
2023095 MCGUIREWOODS CONSULTING (A SUBSIDIARY OF MCGUIREWOODS LLP) 03460484-ce9c-466f-9ad2-8d188899e489 Q3 MCGUIREWOODS CONSULTING (A SUBSIDIARY OF MCGUIREWOODS LLP) 24486 TIAA 2017 third_quarter RET Issues related to taxation of insurance companies, insurance products and retirement accounts HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of 40000   0 0 2017-10-12T16:12:10.193000-04:00
2023307 SUMMIT STRATEGIES GOVERNMENT AFFAIRS LLC 1c7d4075-120a-4f43-9cad-732a2c17bee1 Q3 SUMMIT STRATEGIES GOVERNMENT AFFAIRS LLC 401103550 THE ASSOCIATION OF UNION CONSTRUCTORS 2017 third_quarter RET Issues related to multiemployer pension reform. HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2017-10-13T10:39:40.530000-04:00
2023444 DAVIS & HARMAN LLP 51c0c046-b085-451a-b1ac-e598b7cce1bf Q3 DAVIS & HARMAN LLP 11674 BROKER/DEALER COORDINATION GROUP 2017 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. 2823 Affordable Retirement Advice for Savers Act. S.1321, Affordable Retirement Advice Protection Act. Legislative proposals to address the fiduciary issue. H.R. 3857, Protecting Advice for Small Savers Act. HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2017-10-13T11:57:23.197000-04:00
2023451 DAVIS & HARMAN LLP 3fdf774a-2ed8-45f0-ac2c-eb3fdf52c6ba Q3 DAVIS & HARMAN LLP 11674 EDWARD JONES INVESTMENTS 2017 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. HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2017-10-13T12:00:29.650000-04:00
2023455 DAVIS & HARMAN LLP 312f1b4d-709c-4501-afbb-0a4ec971e4ed Q3 DAVIS & HARMAN LLP 11674 HUELER INVESTMENT SERVICES, INC. 2017 third_quarter RET Issues related to qualifying longevity annuity contracts. HOUSE OF REPRESENTATIVES     0 0 2017-10-13T12:02:34.867000-04:00
2023458 DAVIS & HARMAN LLP b0385767-fa0a-4281-b141-e74676400879 Q3 DAVIS & HARMAN LLP 11674 LPL FINANCIAL 2017 third_quarter RET Work with respect to proposals to enhance retirement savings opportunities for employers, employees, and individuals. S. 223, Senior$afe Act. Small business tax credit. H.R. 3902, Small Employer Retirement Savings Auto-Enrollment Credit Act. HOUSE OF REPRESENTATIVES,SENATE 10000   0 0 2017-10-13T12:04:37.290000-04:00
2023461 DAVIS & HARMAN LLP a3ba71ab-5343-402d-9be4-114ea88b2247 Q3 DAVIS & HARMAN LLP 11674 NATIONAL RURAL ELECTRIC COOPERATIVE ASSN 2017 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, including H.R. 854, Retirement Security for American Workers Act. Proposals related to nondiscrimination testing of pension plans. H.R. 3596, Rightsizing Pension Premiums Act. Proposals related to defined benefit plan administration. HOUSE OF REPRESENTATIVES,SENATE 30000   0 0 2017-10-13T12:05:40.227000-04:00
2023466 DAVIS & HARMAN LLP b0efb39b-35c8-445a-8834-16c3fb609b76 Q3 DAVIS & HARMAN LLP 11674 NATIONWIDE INSURANCE COMPANIES 2017 third_quarter RET Proposals to expand retirement plan coverage, including proposals to reform the multiple employer plan rules, including H.R. 854, Retirement Security for American Workers. 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 regulation defining fiduciary. Qualified plan issues. Proposals that would consolidate various retirement and IRA types. Proposals related to annuity incentives. Proposals related to electronic disclosure. Plan Consolidation. House Republican Blueprint. Proposals related to Rothification. HOUSE OF REPRESENTATIVES,SENATE 30000   0 0 2017-10-13T12:07:44.133000-04:00
2023471 DAVIS & HARMAN LLP ff68305e-ebf8-43a9-9f97-0c129ce12510 Q3 DAVIS & HARMAN LLP 11674 STATE STREET BANK AND TRUST CO. 2017 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 including H.R. 854, Retirement Security for American Workers Act. Proposals related to environmental, social, and governance criteria. Kids Savings Accounts. H.R. 3910, to amend the Internal Revenue Code of 1986 to make lifetime income and managed account options of defined contribution retirement savings plans portable. HOUSE OF REPRESENTATIVES,SENATE 30000   0 0 2017-10-13T12:08:48.087000-04:00
2023473 DAVIS & HARMAN LLP fa8dfaf0-948e-4343-99d6-cf4ddd1abf82 Q3 DAVIS & HARMAN LLP 11674 TRANSAMERICA LIFE INSURANCE COMPANY 2017 third_quarter RET Proposals related to retirement plans for small business. Proposals to reform the multiple employer plan rules, including H.R. 854, Retirement Security for American Workers Act. 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. Plan consolidation. House Republican Blueprint. Proposals to amend the Internal Revenue Code and ERISA to avoid duplicative annual reporting. S. 223, Senior $afe Act. H.R. 3910, to make lifetime income and managed account options of defined contribution retirement savings plans portable. HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of 10000   0 0 2017-10-13T12:09:50.117000-04:00
2023474 DAVIS & HARMAN LLP e2cf3b58-f909-448e-8703-705c74ec4899 Q3 DAVIS & HARMAN LLP 11674 WILLIS NORTH AMERICA INC 2017 third_quarter RET Work with respect to cash balance, pension equity, and other hybrid pension plans. Issues related to tax incentives for retirement plans. HOUSE OF REPRESENTATIVES     0 0 2017-10-13T12:10:51.240000-04:00
2023587 THE CHARLES GROUP, LLC 013121d9-eb4b-467a-8634-91caa18c8e17 Q3 THE CHARLES GROUP, LLC 53458 ASSOCIATION OF MATURE AMERICAN CITIZENS, INC. 2017 third_quarter RET Creation of Social Security IRA and other Social Security reforms Executive Office of the President (EOP),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2017-10-13T13:41:18.950000-04:00
2023712 TREA SENIOR CITIZENS LEAGUE 888f3b92-6b46-4f0f-8ade-0873f337a945 Q3 TREA SENIOR CITIZENS LEAGUE 38426 TREA SENIOR CITIZENS LEAGUE 2017 third_quarter RET Social Security Notch Reform: H.R. 867, Social Security Trust Fund Protection: H.R. 1113, Social Security Reform: H.R. 1114 and S. 427 and H.R. 1205 and S. 915 and H.R. 1583 and H.R. 1631 and H.R. 1902 and H.R. 2855 and H.R. 3302 and S. 1600, Social Security Consumer Price Index for the Elderly: H.R. 67 and H.R. 991 and H.R. 1251 and H.R. 2016 and H.R. 2896, Prevention of Fraud, Waste, and Abuse: H.R. 624. HOUSE OF REPRESENTATIVES,SENATE     0 0 2017-10-13T14:32:44.657000-04:00
2023821 SIFF & ASSOCIATES PLLC 3bea13f4-42ae-429d-82e9-bf6036d9fc97 Q3 SIFF & ASSOCIATES PLLC 400665998 CENTER FOR CAPITAL MARKETS COMPETITIVENESS, U.S. CHAMBER OF COMMERCE 2017 third_quarter RET "Definition of the Term 'Fiduciary'; Conflict of Interest Rule-Retirement Investment Advice" final rule; RIN 1210-AB32; 81 FR 20945 (April 8, 2016). Proposed rule to extend the transition period and delay the applicability dates of the "Definition of the Term 'Fiduciary'; Conflict of Interest Rule-Retirement Investment Advice" final rule and related Prohibited Transaction Exemptions; 82 Fed. Reg 41365 (August 31, 2017). U.S. Department of Labor Interpretive Bulletin 2016-1 relating to the exercise of shareholder rights and written statements of investment policy, published Dec. 29, 2016; seeking to ensure any changes to Interpretive Bulletin 2015-1 relating to fiduciary standards under ERISA in considering economically targeted investments, published Oct. 26, 2015, do not needlessly curtail pension fund investments in infrastructure development that are otherwise prudent investments for a plan to make. HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Transportation, Dept of (DOT) 40000   0 0 2017-10-13T15:29:43.640000-04:00
2023826 SIFF & ASSOCIATES PLLC 69636716-473c-4e78-a096-d824dce08358 Q3 SIFF & ASSOCIATES PLLC 400665998 FMR LLC 2017 third_quarter RET Proposed rule to extend the transition period and delay the applicability dates of the "Definition of the Term 'Fiduciary'; Conflict of Interest Rule-Retirement Investment Advice" final rule and related Prohibited Transaction Exemptions; 82 Fed. Reg 41365 (August 31, 2017). "Definition of the Term 'Fiduciary'; Conflict of Interest Rule-Retirement Investment Advice" final rule; RIN 1210-AB32; 81 FR 20945 (April 8, 2016). HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Transportation, Dept of (DOT) 30000   0 0 2017-10-13T15:33:46.327000-04:00
2023930 ALBERTINE ENTERPRISES, INC. 168d4adf-7a17-41db-b222-55671c8de8bc Q3 ALBERTINE ENTERPRISES, INC. 795 LAW OFFICE OF BART S. FISHER FOR POSTALIS BRAZIL 2017 third_quarter RET Pension issues relating to his client Postals, Postal Workers of Brazil HOUSE OF REPRESENTATIVES,SENATE     0 0 2017-10-13T16:58:04.937000-04:00
2024001 RNL CONSULTING LLC daaa790f-4970-4f38-9390-f24e842429ed Q3 RNL CONSULTING LLC 401104173 GENWORTH FINANCIAL 2017 third_quarter RET On draft tax reform proposals in the House and Senate (no bill numbers yet): tax code support for individual retirement security; potential tax incentives for purchase of retirement savings and insurance products; discussions of structuring tax code to permit pre-tax or post-tax contributions to qualified savings vehicles; tax treatment of insurance companies with respect to reserving for future claims payments. All issues and legislation relevant to long term care, long term care insurance, impact of long term care financing on Medicaid, and caregiving support. HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of,White House Office 25000   0 0 2017-10-14T10:11:02.767000-04:00
2024654 SHEET METAL & AIR CONDITIONING CONTRACTORS NAT'L ASSN 34325f78-8bc7-481b-ab3d-4cf503c01eaa Q3 SHEET METAL & AIR CONDITIONING CONTRACTORS NAT'L ASSN 35068 SHEET METAL & AIR CONDITIONING CONTRACTORS NAT'L ASSN 2017 third_quarter RET Support Davis-Bacon - Oppose amendment to S. Con. Res. 3, The Fiscal Year 2017 Budget Resolution Encourage Vice President-Elect Pence to support Project Labor Agreements (PLA) in federal construction projects where appropriate by sustaining Executive Order 13502 Support Davis-Bacon - Oppose The Transportation Investment Recalibration to Equality (TIRE) Act Oppose "Fair and Open Contracting Act of 2017" - S. 622, H.R. 1552 HOUSE OF REPRESENTATIVES,SENATE     0 0 2017-10-16T11:45:49.647000-04:00
2024735 OWENS-ILLINOIS, INC 95297d75-e342-4677-a4f1-1104fd7f64c7 Q3 OWENS-ILLINOIS, INC 49646 OWENS-ILLINOIS INC 2017 third_quarter RET Pension and retirement issues; PBGC Premiums. Commerce, Dept of (DOC),Environmental Protection Agency (EPA),HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of,U.S. Trade Representative (USTR)   210000 0 0 2017-10-16T12:02:24.460000-04:00
2024778 NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE 31c97160-36da-429c-a612-18d4af348f51 Q3 NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE 27467 NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE 2017 third_quarter RET Social Security Trust Fund Reallocation. H. Res. 5. Adopting rules for the 115th Congress: Provision creating a point of order to legislation reallocating funds from the Social Security Old Age and Survivors Insurance (OASI) Trust Fund to the Disability Insurance Trust Fund. Cost of Living Adjustment Relief. H.R. 1251, CPI-E Act of 2017; H.R. 1902, Social Security 2100 Act; H.R. 2855, Social Security for Future Generations Act of 2017; H.R. 2896, the Fair COLA for Seniors Act of 2017: Proposals to adopt the Consumer Price Index for the Elderly (CPI-E) for the purpose of determining cost-of-living adjustments (COLAs) for Social Security beneficiaries. Social Security Expansion. H.R. 1902, Social Security 2100 Act; H.R. 1114/S. 427, Social Security Expansion Act; H.R. 2855, Social Security for Future Generations Act of 2017: Proposals to improve benefits and to strengthen Social Security's financing by altering the payroll tax cap, among other changes. Caregiver Social Security Credits. (No bill.) Proposals to provide Social Security 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. 3423, Social Security Commission Act: Proposal to require a commission to make recommendations for achieving solvency of the Social Security trust funds for 75 years. Social Security Reform. (No bill.) Proposals to achieve solvency of the Social Security trust fund by cutting benefits. Supplemental Security Income (SSI). H.R. 3307, Supplemental Security Income Restoration Act: Proposal 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. Government Pension Offset and Windfall Elimination Provision. H.R. 1205, Social Security Fairness Act of 2017: Proposals to repeal the Government Pension Offset and Windfall Elimination Provision. Access to Social Security Administration Onli… 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.   220000 0 0 2017-10-16T12:13:40.837000-04:00
2024809 WILLIAMS AND JENSEN, PLLC b8f7a496-adef-47f4-b7fb-a26e319474fb Q3 WILLIAMS AND JENSEN, PLLC 41454 TD AMERITRADE 2017 third_quarter RET Department of Labor Fiduciary proposal. HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE 50000   0 0 2017-10-16T12:38:04.963000-04:00
2024873 PAYCHEX, INC. 11e5704d-265b-44ef-bbf2-d83ff6617bca Q3 PAYCHEX, INC. 401104380 PAYCHEX, INC. 2017 third_quarter RET Protecting favorable tax treatment for retirement benefits Support policies that encourage retirement savings along with student loan repayment HOUSE OF REPRESENTATIVES,SENATE,Small Business Administration (SBA),White House Office   10000 0 0 2017-10-16T13:15:50.047000-04:00
2024982 UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA 39ea5727-2205-4607-9886-1e66b9f01c6e Q3 UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA 39063 UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA 2017 third_quarter RET General discussion relating to the need for the creation of "composite plans" for Defined Benefit Pensions and issues relating to pension reform generally. HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Transportation, Dept of (DOT)   90000 0 0 2017-10-16T13:46:01.033000-04:00
2025052 HANCE SCARBOROUGH 31ed2a75-01c1-41c2-a43d-aa956865e794 Q3 HANCE SCARBOROUGH 17443 ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS 2017 third_quarter RET Issues related to social security benefits for public educators. HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2017-10-16T14:03:42.083000-04:00
2025141 MERCURY PUBLIC AFFAIRS, LLC 2e8025d4-2878-453f-b626-42e28d423866 Q3 MERCURY PUBLIC AFFAIRS, LLC 70175 PRIMERICA, INC. 2017 third_quarter RET Department of Labor final rule to change the definition of fiduciary under the Employee Retirement Income Security Act - Conflict of Interest Rule (RIN 1210-AB32); H.R. 1090, the Retail Investor Protection Act, provisions relating to the Department of Labor coordinating retail customer standards of conduct with the Securities and Exchange Commission to minimize regulatory conflicts; H.R. 4293, the Affordable Retirement Advice Protection Act; H.R. 4294, the Strengthening Access to Valuable Education and Retirement Support Act. HOUSE OF REPRESENTATIVES,Office of Management & Budget (OMB),SENATE 30000   0 0 2017-10-16T14:13:38.560000-04:00
2025297 NATIONAL AIR TRAFFIC CONTROLLERS ASSOCIATION d30495b0-1b68-43d7-8273-bc63b8997b60 Q3 NATIONAL AIR TRAFFIC CONTROLLERS ASSOCIATION 26477 NATIONAL AIR TRAFFIC CONTROLLERS ASSOCIATION 2017 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. Merit Systems Protection Board. HR 1364 - Official Time Reform Act. H.Con.Res.71 - FY 18 House Budget Resolution - Annuity Supplement. Federal Aviation Administration (FAA),HOUSE OF REPRESENTATIVES,SENATE,Transportation, Dept of (DOT),White House Office   223000 0 0 2017-10-16T14:35:24.957000-04:00
2025605 AZOA SERVICES CORP(ALLIANZ OF AMERICA) FORMERLY AZOA SERIVCES CORP/FIREMAN'S FUND(ALLIANZ OF AMERICA 1bab58ec-736c-41ed-846c-38e43b329405 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 2017 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   530000 0 0 2017-10-16T15:19:19.087000-04:00
2025703 WINNING STRATEGIES WASHINGTON 6b398f82-f5d5-486d-a98c-a8b58d398e1d Q3 WINNING STRATEGIES WASHINGTON 50796 NATIONAL TROOPERS COALITION 2017 third_quarter RET Social Security Fairness Act (H.R. 1205) Social Security Fairness Act of 2017 (S.915) HOUSE OF REPRESENTATIVES,SENATE 10000   0 0 2017-10-16T15:40:08.480000-04:00
2025713 NATIONAL FEDERATION OF THE BLIND 85c6f379-4189-4766-a40b-a8252ebca34c Q3 NATIONAL FEDERATION OF THE BLIND 401103561 NATIONAL FEDERATION OF THE BLIND 2017 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),Transportation, Dept of (DOT)   20000 0 0 2017-10-16T15:40:11.010000-04:00
2025753 WINNING STRATEGIES WASHINGTON f46ad572-127e-4d76-b18d-96efced66000 Q3 WINNING STRATEGIES WASHINGTON 50796 NEW JERSEY STATE FUNERAL DIRECTORS ASSOCIATION 2017 third_quarter RET Pension and Benefit Legislation HOUSE OF REPRESENTATIVES,SENATE 10000   0 0 2017-10-16T15:56:40.357000-04:00
2025770 WINNING STRATEGIES WASHINGTON a38c65d9-6917-4aa1-be44-485280b82064 Q3 WINNING STRATEGIES WASHINGTON 50796 PRUDENTIAL 2017 third_quarter RET Retirement. HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2017-10-16T16:01:49.387000-04:00
2025786 PAUL V. BEDDOE GOVERNMENT AFFAIRS, LLC 443326dd-48d5-43fb-aa46-b19790459430 Q3 PAUL V. BEDDOE GOVERNMENT AFFAIRS, LLC 401104606 NATIONAL ASSOCIATION OF GOVERNMENT DEFINED CONTRIBUTION ADMINISTRATORS, INC. 2017 third_quarter RET 1. Roth legislation 2. National Retirement Security Week 3. Consolidation of defined contribution plans SENATE 20000   0 0 2017-10-16T16:03:58.577000-04:00
2025991 ALLIANCE FOR RETIRED AMERICANS 58410890-6822-48f2-a4c4-b0fd76645d4b Q3 ALLIANCE FOR RETIRED AMERICANS 67238 ALLIANCE FOR RETIRED AMERICANS 2017 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. H.R. 1251,CPI-E Act of 2017, entire bill 8. H.R. 1637, Save Social Security Act of 2017, entire bill 9. Implementation of the Multiemployer Pension Reform Act of 2014 10. S. 427, Social Security Expansion Act, entire bill 11. H.R. 1114, Social Security Expansion Act, entire bill 12. Department of Labor Conflict of Interest/Fiduciary Duty Rule, issues regarding implementation and proposals to delay the rule 13. S. 1255, Social Security Caregiver Credit Act of 2017, entire bill 14. H.R. 2896, Fair COLA for Seniors Act of 2017, entire bill Centers For Medicare and Medicaid Services (CMS),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),President of the U.S.,SENATE   60000 0 0 2017-10-16T17:10:40.457000-04:00
2026037 MCGUIREWOODS CONSULTING (A SUBSIDIARY OF MCGUIREWOODS LLP) 59571676-2b95-45be-8765-2c872dca31fb Q3 MCGUIREWOODS CONSULTING (A SUBSIDIARY OF MCGUIREWOODS LLP) 24486 ALTRIA CLIENT SERVICES 2017 third_quarter RET Issues related to taxation of insurance companies, insurance products and retirement accounts HOUSE OF REPRESENTATIVES,SENATE 60000   0 0 2017-10-16T17:56:10.837000-04:00
2026039 MCGUIREWOODS CONSULTING (A SUBSIDIARY OF MCGUIREWOODS LLP) 05e73e84-a64c-45ee-a144-d0f06ae8fdc7 Q3 MCGUIREWOODS CONSULTING (A SUBSIDIARY OF MCGUIREWOODS LLP) 24486 STUDENT DEBT REDUCTION COALITION 2017 third_quarter RET Pursuit of public policy to promote the reduction of student debt, overall financial wellness, and retirement savings HOUSE OF REPRESENTATIVES,SENATE     0 0 2017-10-16T17:57:12.103000-04:00
2026141 JIM GOULD STRATEGIES LLC fedaf3b9-4823-40e9-9d72-1596963ede78 Q3 JIM GOULD STRATEGIES LLC 401104567 CAPITOL COUNSEL LLC ON BEHALF OF STATE FUND CONG. ACTION GROIUP 2017 third_quarter RET Monitor possible legislation on social security disability for consideration of repeal of reverse offset benefitting some workers' comp coverage. HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2017-10-16T21:20:35.597000-04:00
2026332 WILLIAMS AND JENSEN, PLLC 502a048e-d077-409a-87e6-3bd99d8d8240 Q3 WILLIAMS AND JENSEN, PLLC 41454 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 2017 third_quarter RET Legislation and regulations affecting public pension plan. HOUSE OF REPRESENTATIVES,SENATE 50000   0 0 2017-10-17T09:44:34.777000-04:00
2026877 NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC. e7fadc9f-fe83-467c-be1a-18a88bd4b5e3 Q3 NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC. 26980 NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC. 2017 third_quarter RET Law Enforcement Officers Equity Act, Social Security Fairness Act, mandatory Social Security, protecting state and local public pensions Bureau of Justice Assistance,HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),Office of Justice Program,SENATE,White House Office   40000 0 0 2017-10-17T12:13:40.667000-04:00
2026936 CAPITOL HILL STRATEGIES, LLC 7224f6a8-a43a-40ae-8ba5-1438eee55008 Q3 CAPITOL HILL STRATEGIES, LLC 91774 INVESTMENT COMPANY INSTITUTE 2017 third_quarter RET Legislation to enhance retirement plan options. HOUSE OF REPRESENTATIVES,SENATE 40000   0 0 2017-10-17T12:21:11.700000-04:00
2026945 CAPITOL HILL STRATEGIES, LLC 7bdb9bd5-bea7-40fb-a3fe-e4d6d8b6ec2e Q3 CAPITOL HILL STRATEGIES, LLC 91774 FMR LLC 2017 third_quarter RET Issues related to finalized Department of Labor regulations on investment advice (Fiduciary Rule) HOUSE OF REPRESENTATIVES,SENATE 40000   0 0 2017-10-17T12:22:17.793000-04:00
2026973 CAPITOL HILL STRATEGIES, LLC 232a5868-8f96-46b7-b9de-bdf1c1dab728 Q3 CAPITOL HILL STRATEGIES, LLC 91774 PRINCIPAL FINANCIAL GROUP 2017 third_quarter RET Issues related to proposed Department of Labor regulations on investment advice (Fiduciary Rule) HOUSE OF REPRESENTATIVES,SENATE 30000   0 0 2017-10-17T12:27:35.873000-04:00
2026995 CAPITOL HILL STRATEGIES, LLC d3c9aeb3-845e-4514-87de-1823a3d20dcc Q3 CAPITOL HILL STRATEGIES, LLC 91774 PRUDENTIAL FINANCIAL INC 2017 third_quarter RET Legislation to enhance retirement plan options. HOUSE OF REPRESENTATIVES,SENATE 50000   0 0 2017-10-17T12:30:47.170000-04:00
2027060 BANK POLICY INSTITUTE 275dd2b9-2591-4d30-bd6a-ffca885087b9 Q3 BANK POLICY INSTITUTE 5290 BANK POLICY INSTITUTE 2017 third_quarter RET Issues related to: H.J.Res.66, H.J.Res 67, S.J.Res, 32, S.J.Res 33, "Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees"; Congressional Review Act's review of state and muni-run retirement plans; and Department of Labor (DoL) Fiduciary Rule; H.R. 2121, Pension, Endowment, and Mutual Fund Access to Banking Act; H.R. 3857, Protecting Advice for Small Savers (PASS) Act of 2017 Consumer Financial Protection Bureau (CFPB),Federal Emergency Management Agency (FEMA),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),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of,White House Office   780000 0 0 2017-10-17T12:57:27.237000-04:00
2027070 K&L GATES, LLP 45342090-11d5-47f8-9088-797386f70492 Q3 K&L GATES, LLP 32098 EDELMAN FINANCIAL ENGINES F/K/A FINANCIAL ENGINES 2017 third_quarter RET Policy issues relating to investment advice and retirement security. Regulatory issues regarding fiduciary duties and retirement security. HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2017-10-17T12:59:36.860000-04:00
2027136 K&L GATES, LLP c609e962-788e-4a10-8faa-31f630cbee66 Q3 K&L GATES, LLP 32098 CHARLES SCHWAB & CO., INC. 2017 third_quarter RET H.R. 10, Financial CHOICE Act of 2017, entire bill. Issues related to the Securities and Exchange Commission's request for public comment on a fiduciary duty rule. Regulatory issues regarding fiduciary duties pertaining to investment and retirement security.   20000   0 0 2017-10-17T13:20:24.833000-04:00
2027264 AK STEEL HOLDING CORPORATION e4a3e943-d8e0-4edc-89db-f2b1693bb90a Q3 AK STEEL HOLDING CORPORATION 400326536 AK STEEL HOLDING CORPORATION 2017 third_quarter RET Pension and Budget Integrity Act of 20170-S.270/H.R.71 Army, Dept of (Corps of Engineers),Commerce, Dept of (DOC),Defense Logistics Agency,HOUSE OF REPRESENTATIVES,SENATE,U.S. Trade Representative (USTR)   332000 0 0 2017-10-17T13:44:35.070000-04:00
2027629 HARBINGER STRATEGIES, LLC 8ac3651d-13a8-4b55-932f-40888402a77a Q3 HARBINGER STRATEGIES, LLC 401103523 PRINCIPAL FINANCIAL GROUP 2017 third_quarter RET Tax Reform, Retirement Policy, Financial Services HOUSE OF REPRESENTATIVES,SENATE 30000   0 0 2017-10-17T15:09:14.500000-04:00
2027707 THE CHARLES SCHWAB CORPORATION 8ee56625-78e5-4b90-b4de-0a2a58a125b6 Q3 THE CHARLES SCHWAB CORPORATION 34637 CHARLES SCHWAB CORPORATION 2017 third_quarter RET Department of Labor Final Rule on the Definition of the Term Fiduciary and Conflicts of Interest - Retirement Investment Advice (RIN 1210-AB32) and its related Proposed Best Interest Contract Exemption, Proposed Class Exemption for Principal Transactions. Legislative proposals related to these rules. Impact of potential tax reform on retirement savings. HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of   720000 0 0 2017-10-17T15:21:04.067000-04:00
2027807 INTERNATIONAL ASSOCIATION OF MACHINISTS AND AEROSPACE WORKERS 7612088d-4365-4333-9df2-960d5340cea2 Q3 INTERNATIONAL ASSOCIATION OF MACHINISTS AND AEROSPACE WORKERS 19775 INTERNATIONAL ASSOCIATION OF MACHINISTS AND AEROSPACE WORKERS 2017 third_quarter RET Oppose Composite Pension Plan (No Bill Number) Support Keep Our Pension Promises Act H.R. 2412 & S. 1076 Oppose PASS Act of 2017 H.R. 3857 HOUSE OF REPRESENTATIVES,SENATE   560000 0 0 2017-10-17T15:43:08.223000-04:00
2027934 CASSIDY & ASSOCIATES, INC. 969b839c-6b8b-41fc-8301-29e01555bd20 Q3 CASSIDY & ASSOCIATES, INC. 8453 SOCIETY OF ACTUARIES 2017 third_quarter RET General legislative issues related to actuarial profession HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of 20000   0 0 2017-10-17T15:58:15.977000-04:00
2028044 HOGAN LOVELLS US LLP e7e90162-69a7-4472-a5f2-755c390b3731 Q3 HOGAN LOVELLS US LLP 18422 CALIFORNIA STATE TEACHERS' RETIREMENT SYSTEM 2017 third_quarter RET Possible proposals to impose mandatory coverage under Social Security of state and local government employees and provide relief under Social Security benefit offsets; proposals regarding Medicare coverage. HOUSE OF REPRESENTATIVES,SENATE 50000   0 0 2017-10-17T16:19:23.057000-04:00
2028936 PUBLIC SPHERE, INC. 82ece483-05fb-4afa-9f1d-e5699e66b55e Q3 PUBLIC SPHERE, INC. 401104153 BOSTON ASSET MANAGEMENT ASSOCIATION, INC. 2017 third_quarter RET General overview for members and staff. HOUSE OF REPRESENTATIVES,SENATE 50000   0 0 2017-10-18T10:30:10.770000-04:00
2029046 PUBLIC SPHERE, INC. 118cdc56-2ca8-47dc-a5f8-132cd4aadb39 Q3 PUBLIC SPHERE, INC. 401104153 GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY 2017 third_quarter RET General company overview for members and staff; retirement policy; financial services; pension reform. HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2017-10-18T10:44:19.957000-04:00
2029074 PUBLIC SPHERE, INC. a28ab3fd-5924-4b77-92c7-59a3ad51bd02 Q3 PUBLIC SPHERE, INC. 401104153 LPL FINANCIAL, LLC 2017 third_quarter RET General company overview for members and staff. HOUSE OF REPRESENTATIVES,SENATE 30000   0 0 2017-10-18T10:46:32.927000-04:00
2029118 PUBLIC SPHERE, INC. 8210ca2a-da25-4836-8eb5-f4fd9fdb6717 Q3 PUBLIC SPHERE, INC. 401104153 PUTNAM INVESTMENTS 2017 third_quarter RET General company overview for members and staff; retirement policy; tax reform; pension reform HOUSE OF REPRESENTATIVES,SENATE 30000   0 0 2017-10-18T10:50:55.913000-04:00
2029834 WILLIAMS AND JENSEN, PLLC a5e7956c-87f5-4ff0-a12c-784355184b7b Q3 WILLIAMS AND JENSEN, PLLC 41454 AMERICAN EQUITY INVESTMENT LIFE HOLDING COMPANY 2017 third_quarter RET Benefit distributions in the form of annuities. Fiduciary Rule. HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of 90000   0 0 2017-10-18T13:38:04.460000-04:00
2029936 LAND O'LAKES, INC. e00635cf-7bbf-418b-9dcd-168fe7f24ff5 Q3 LAND O'LAKES, INC. 22110 LAND O'LAKES INC 2017 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); additional proposals to modernize multiemployer plans; and final guidance related to MPRA Agriculture, Dept of (USDA),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of,U.S. Agency for International Development (USAID)   210000 0 0 2017-10-18T13:59:03.463000-04:00
2030205 LOCKRIDGE, GRINDAL, NAUEN, PLLP 60e3d278-cac3-4a33-8a99-b3cfca5ff4a5 Q3 LOCKRIDGE, GRINDAL, NAUEN, PLLP 23053 HEALTHWORKS 2017 third_quarter RET Affordable Care Act (PL 111-148) Implementation HOUSE OF REPRESENTATIVES,SENATE 10000   0 0 2017-10-18T14:43:28.373000-04:00
2030236 NATIONWIDE MUTUAL INSURANCE COMPANY e0a0778c-4ca7-492d-a0c5-359156dc0190 Q3 NATIONWIDE MUTUAL INSURANCE COMPANY 26411 NATIONWIDE MUTUAL INSURANCE COMPANY 2017 third_quarter RET Congressional activity surrounding the Department of Labor's proposed regulation to redefine "fiduciary" (not yet in legislative form) Department of Labor's Conflict of Interest Rule - to update the definition of fiduciary under the Employee Retirement Income Security Act of 1974 -(maybe full name needed now) Senator Warren Letter on Annuities-Responding to request for information on incentives for annuity sales 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)   760000 0 0 2017-10-18T14:46:44.907000-04:00
2030341 CAPITOL COUNSEL LLC f1512853-feb4-4d62-a158-86a292f61910 Q3 CAPITOL COUNSEL LLC 313715 SECURE OUR SAVINGS, INC. 2017 third_quarter RET Advice and advocacy related to tax reform's impact on the retirement plan savings incentives. HOUSE OF REPRESENTATIVES,SENATE 60000   0 0 2017-10-18T14:54:49.187000-04:00
2030676 INSURED RETIREMENT INSTITUTE 33efb5fa-da22-4b75-b533-a81776c8523c Q3 INSURED RETIREMENT INSTITUTE 285494 INSURED RETIREMENT INSTITUTE 2017 third_quarter RET Legislation and rulemaking affecting annuities, variable life products and retirement savings including Trump Administration and Congressional proposals on tax reform. A bill to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents (H.R. 2055, S.868). Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Department of Labor rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Automatic IRA Act of 2015 (114th Cong., H.R. 506), legislation that Amends the Internal Revenue Code to: (1) require certain employers who do not maintain qualified retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement (automatic IRA arrangement) which grants such employees the right to opt-out of participation. Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Retirement Security Act of 2015 (H.R. 557, S.266), expand the ability of Americans to better save for their retirement and would encourage the use of private multiple employer plans. Department of Labor rules for states to create retirement savings programs. The Retail Investor Protection Act (H.R. 1090, S.2497), DOL fiduciary rulemaking. The Retirement Choice Protection Act (H.R. 3922), DOL fiduciary rulemaking. The SAVERS Act (H.R. 4294, S.2505), DOL fiduciary rulemaking. The SAVE Act (H.R. 4067), improve existing SIMPLE IRA and SIMPLE 401(k) retirement plans… HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of   140000 0 0 2017-10-18T15:50:31.787000-04:00
2030689 UNITED MINE WORKERS OF AMERICA b7159cca-fc9b-428f-a9f8-352de1b3732f Q3 UNITED MINE WORKERS OF AMERICA 39187 UNITED MINE WORKERS OF AMERICA 2017 third_quarter RET S. 1911/HR 3913 The American Miners Pension Act of 2017 S. 1105/HR 1473 The Miners Pension Protection Act HR 1628 American Health Care Act (AHCA) or Better Care Reconciliation Act of 2017 (BCRA) Energy, Dept of,Environmental Protection Agency (EPA),Federal Energy Regulatory Commission (FERC),HOUSE OF REPRESENTATIVES,Office of Management & Budget (OMB),SENATE   181394 0 0 2017-10-18T15:52:39.037000-04:00
2030786 DEAN FOODS COMPANY 826f5b19-8ab1-449e-88a2-af881cd64756 Q3 DEAN FOODS COMPANY 58396 DEAN FOODS COMPANY 2017 third_quarter RET Provisions in the Multiemployer Pension Reform Act of 2014 included in HR 83, the Consolidated and Further Continuing Appropriations Act, 2015; additional proposals to modernize multiemployer plans; and regulations related to MPRA HOUSE OF REPRESENTATIVES,SENATE   200000 0 0 2017-10-18T16:04:24.117000-04:00
2030814 O'ROURKE & NAPPI, LLP 44065d12-1cbf-42a5-aecc-1d07ed5f8fd5 Q3 O'ROURKE & NAPPI, LLP 401103400 UNITED STATES CHAMBER OF COMMERCE/CENTER FOR CAPITAL MARKETS COMPETITIVENESS 2017 third_quarter RET H.J.Res.66 - Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees. H.J.Res.67 - Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees. HOUSE OF REPRESENTATIVES,SENATE 50000   0 0 2017-10-18T16:08:35.447000-04:00
2030861 AMERICAN ACADEMY OF ACTUARIES 9f0dd243-2447-4413-931e-c7fa0c277a66 Q3 AMERICAN ACADEMY OF ACTUARIES 1318 AMERICAN ACADEMY OF ACTUARIES 2017 third_quarter RET Hill visits on multiemployer plans. HOUSE OF REPRESENTATIVES,SENATE   26000 0 0 2017-10-18T16:16:05.477000-04:00
2030865 O'ROURKE & NAPPI, LLP ca11f3c3-41ba-40e8-b642-1a31e51c5c5c Q3 O'ROURKE & NAPPI, LLP 401103400 BRIGHTHOUSE SERVICES, LLC 2017 third_quarter RET The Department of Labor Rule regarding the Definition of the term Fiduciary in ERISA, the amendment of PTE 84-24 and the Best Interest Contract Exemption. HOUSE OF REPRESENTATIVES,SENATE 70000   0 0 2017-10-18T16:16:06.947000-04:00
2030874 NATIONAL ORGANIZATION OF SOCIAL SECURITY CLAIMANTS' REPRESENTATIVES 3c830371-292e-4d46-bdfc-829442b8204b Q3 NATIONAL ORGANIZATION OF SOCIAL SECURITY CLAIMANTS' REPRESENTATIVES 28253 NATIONAL ORGANIZATION OF SOCIAL SECURITY CLAIMANTS' REPRESENTATIVES 2017 third_quarter RET Social Security Issues Better Care Reconciliation Act of 2017 - oppose bill American Health Care Act of 2017 (HR 1628) - oppose bill Graham-Cassidy-Heller-Johnson health Care Reform proposal - oppose proposal Control Unlawful Fugitive Felons (CUFF) Act of 2017 (H.R. 2792) - oppose bill HOUSE OF REPRESENTATIVES,SENATE,Social Security Administration (SSA)   80000 0 0 2017-10-18T16:17:11.713000-04:00
2030902 UPS (UNITED PARCEL SERVICE) 3cf40ebe-d94f-4e1d-bdc2-ffe1123734ee Q3 UPS (UNITED PARCEL SERVICE) 39223 UPS (UNITED PARCEL SERVICE) 2017 third_quarter RET - MEPPRA Funding - advocate for multi-employer pension reform. Commerce, Dept of (DOC),Defense, Dept of (DOD),Food & Drug Administration (FDA),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE,State, Dept of (DOS),Transportation, Dept of (DOT),Transportation Security Administration (TSA),Treasury, Dept of,U.S. Customs & Border Protection,U.S. Trade Representative (USTR),White House Office   1384181 0 0 2017-10-18T16:22:26.480000-04:00
2031065 MUTUAL OF OMAHA 06ba0cf5-f3c0-4c25-9df4-3473a3c12677 Q3 MUTUAL OF OMAHA 26284 MUTUAL OF OMAHA 2017 third_quarter RET 1210-AB32 - Fiduciary Rule definition Defined Benefit plans - legislative changes Defined Contribution Plans - legislative changes S3471 - RESA - replace or repeal of state sponsored retirement plans RISE Act - treatment of student loans, elimination of ROTH conversion, minimum distribution rules S1321, HR 2823 Affordable Retirement Advice Protection Act, Affordable Advice for Savers Act - Fiduciary standard - liability under ERISA HR 3857 - PASS Act of 2017 - Fiduciary Rule HR 3596 - Rightsizing Pension Premiums Act of 2017 - PBGC premiums HR 2030 - SEAL Act - 401(k) loan balance treatment at termination HR 3499 - Automatic IRA Act of 2017 - Automatic IRA Program Retirement Plan Simplification Act of 2017 - age requirements, savers credit, automatic enrollment safe harbor HOUSE OF REPRESENTATIVES,SENATE   245000 0 0 2017-10-18T16:52:02.873000-04:00
2031138 NATIONAL ACTIVE AND RETIRED FEDERAL EMPLOYEES ASSOCIATION 4c508de4-eec1-49f0-bd6d-2c8e91c742d5 Q3 NATIONAL ACTIVE AND RETIRED FEDERAL EMPLOYEES ASSOCIATION 27081 NATIONAL ACTIVE AND RETIRED FEDERAL EMPLOYEES ASSOCIATION 2017 third_quarter RET Support H.R. 1205/S. 915 the Social Security Fairness Act of 2017, which would repeal both the Government Pension Offset (GPO) and the Windfall Elimination Provision (WEP). Support H.R. 1251, the CPI-E Act of 2017, which would require Social Security and many federal retirement programs, including federal civilian retirement annuities, to use the Consumer Price Index for the Elderly (CPI-E) to calculate cost-of-living adjustments for those retirement benefits. Oppose H.R> 3200, the Taxpayer-Funded Pension Disclosure Act, which would make available through the Freedom of Information Act (FOIA) personal pension information of retired federal employees, including full name, last place of employment, monthly annuity amount, their most recent position and retirement date. HOUSE OF REPRESENTATIVES,Office of Personnel Management (OPM),SENATE,U.S. Postal Service (USPS)   90000 0 0 2017-10-18T17:02:39.920000-04:00
2031340 UNIVERSITY OF IOWA c942868e-aa79-4f10-8b08-06acd0331d1e Q3 UNIVERSITY OF IOWA 49191 UNIVERSITY OF IOWA 2017 third_quarter RET N/A Administration for Children & Families (ACF),Agriculture, Dept of (USDA),Centers For Medicare and Medicaid Services (CMS),Defense, Dept of (DOD),Education, Dept of,Energy, Dept of,Health & Human Services, Dept of (HHS),Health Resources & Services Administration (HRSA),HOUSE OF REPRESENTATIVES,Natl Institutes of Health (NIH),Office of Management & Budget (OMB),SENATE,State, Dept of (DOS),Transportation, Dept of (DOT)   86662 0 0 2017-10-18T17:58:54.163000-04:00
2031689 CROSSROADS STRATEGIES, LLC f8927307-f230-4ddf-8e80-a06f84ed318b Q3 CROSSROADS STRATEGIES, LLC 400531586 MORGAN STANLEY & CO LLC 2017 third_quarter RET Issues related to the Department of Labor's Fiduciary Rule. Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of 50000   0 0 2017-10-18T23:30:11.350000-04:00
2031765 CROSSROADS STRATEGIES, LLC c9f331b8-64c8-46e3-9ad1-61759903316f Q3 CROSSROADS STRATEGIES, LLC 400531586 PRUDENTIAL FINANCIAL, INC. 2017 third_quarter RET Legislation to enhance retirement plan options. Issues related to 420 Transfers. Issues related to the Department of Labor's Fiduciary Rule. HOUSE OF REPRESENTATIVES,SENATE 30000   0 0 2017-10-19T01:07:45.923000-04:00
2031831 NESTLE USA a1b7e6e1-5279-47fb-ba5a-73bb67dd37d8 Q3 NESTLE USA 29037 NESTLE USA 2017 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); additional proposals to modernize multiemployer plans; and regulations related to MPRA Agriculture, Dept of (USDA),Centers For Medicare and Medicaid Services (CMS),Food & Drug Administration (FDA),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of,U.S. Trade Representative (USTR)   601000 0 0 2017-10-19T08:53:24.210000-04:00
2031843 NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS 8bb61229-29a2-41c1-9803-d7ff67e2b3ba Q3 NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS 26901 NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS 2017 third_quarter RET Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 355, H.J.Res. 66, H.J.Res. 67, H.R.2055, S.868, S.J.Res.32, S.J.Res.33 and H.R. 3857. 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 inlcuding: H.R. 3653, H.R. 3910, H.R. 3499 and H.R. 3902. 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   565000 0 0 2017-10-19T08:57:30.133000-04:00
2032063 DAVIS & HARMAN LLP 0ea52897-b5b7-450c-91e2-3e5b0ce0cdf6 Q3 DAVIS & HARMAN LLP 11674 LINCOLN NATIONAL CORPORATION 2017 third_quarter RET Comprehensive pension and retirement savings legislation. HOUSE OF REPRESENTATIVES,SENATE 10000   0 0 2017-10-19T09:43:17.640000-04:00
2032234 DYKEMA GOSSETT PLLC 9de0ad9d-d5a3-4161-9982-2b3a9ba6aa05 Q3 DYKEMA GOSSETT PLLC 12915 THE ERISA INDUSTRY COMMITTEE 2017 third_quarter RET PBGC premiums. ERISA 420; all provisions. Tax reform and impact on employer-sponsored retirement plans. Receiving Electronic Statements to Improve Retiree Earnings (RETIRE) Act; all provisions. Paid leave H.R. 761 - Pension and Budget Integrity act (PBIA). IRS Notice 2015-19 - Revisions to the Employee Plans Determination Letter Program. S. 270 Pension and Budget Integrity Act General issues and regulations: pension and retirement proposals 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. Tuition Reimbursement (Section 127 of the Internal Revenue Code)and student loan debt relief. Treasury and IRS proposals and final regulations implementing the cash balance and pension equity plan provisions of the Pension Protection Act of 2006 (PPA). Centers For Medicare and Medicaid Services (CMS),Council of Economic Advisers (CEA),Equal Employment Opportunity Commission (EEOC),Executive Office of the President (EOP),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 20000   0 0 2017-10-19T10:05:40.797000-04:00
2032296 WEBSTER, CHAMBERLAIN & BEAN, LLP 71929ddf-da34-4d03-b4db-7167900775ca 3T WEBSTER, CHAMBERLAIN & BEAN, LLP 40830 NATIONAL ORGANIZATION OF SOCIAL SECURITY CLAIMANTS' REPRESENTATIVES 2017 third_quarter RET Social Security issues HOUSE OF REPRESENTATIVES,SENATE 20000   0 1 2017-10-19T10:13:33.157000-04:00

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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 2738.231ms · Data license: Public Domain (U.S. Government data) · Data source: Federal Register API & Regulations.gov API