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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

283 rows where filing_period = "third_quarter", filing_year = 2018 and issue_code = "RET" sorted by filing_year descending

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issue_code 1

  • RET · 283 ✖

filing_year 1

  • 2018 · 283 ✖

filing_period 1

  • third_quarter · 283 ✖
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
2179137 INTERNATIONAL UNION OF POLICE ASSOCIATIONS, AFL-CIO 34e422f9-d486-416c-825a-6967670dfb21 Q3 INTERNATIONAL UNION OF POLICE ASSOCIATIONS, AFL-CIO 50400 INTERNATIONAL UNION OF POLICE ASSOCIATIONS AFL-CIO 2018 third_quarter RET HR1205, Medicare for those with mandatory retirement age (public safety).S58, HR1742 HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),SENATE   20000 0 0 2018-10-01T12:19:46.337000-04:00
2179197 DOUCET CONSULTING SOLUTIONS, LLC 273bbf8f-cd3a-4f86-ae55-6fe657623322 Q3 DOUCET CONSULTING SOLUTIONS, LLC 401104418 WILLIAMS AND JENSEN ON BEHALF OF LOS ANGELES COUNTY EMPLOYEES' RETIREMENT SYSTEM 2018 third_quarter RET Opposition to the Public Employee Pension Transparency Act, H.R. 6290 HOUSE OF REPRESENTATIVES,SENATE 10000   0 0 2018-10-01T14:23:18.493000-04:00
2179323 MR. ROBERT CARLSTROM JR. ba548bee-9a44-4866-9092-15fc2f2f4626 Q3 MR. ROBERT CARLSTROM JR. 48281 ASSOCIATION OF MATURE AMERICAN CITIZENS 2018 third_quarter RET Social Security and retirement savings Executive Office of the President (EOP),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,SENATE,White House Office 16500   0 0 2018-10-01T18:00:26.170000-04:00
2179405 SOCIAL SECURITY WORKS ef1dce54-c95f-44d4-9139-ec67d958b721 Q3 SOCIAL SECURITY WORKS 401048957 SOCIAL SECURITY WORKS 2018 third_quarter RET Expanded & Improved Medicare for All Act (Ellison) Medicare for All Act (Sanders) Students Over Special Interests Act (Polis) FY19 Social Security Administration Funding CREATES Act (Leahy) Social Security Administration Office Closings Against Trump Administration Drug Price proposal Against Rubio Paid Family Leave proposal SSI Restoration Act (Grijalva) Medicare Negotiation & Compulsory License Act (Doggett) Opioid Legislation - No reopening Medicare Donut Hole Prescription Drug Price Negotiation Social Security 2100 Act (Larson) Expand Social Security Caucus Strengthening Social Security Act (Sanchez) Affordable Medications Act (Smith) Against Andrew Saul nomination as SSA Commissioner HOUSE OF REPRESENTATIVES,SENATE,Social Security Administration (SSA)   12000 0 0 2018-10-02T10:02:56.170000-04:00
2179478 RICH FEUER ANDERSON 2f3e42ce-6f73-45d5-a476-c3184240038f Q3 RICH FEUER ANDERSON 84775 BLACKROCK FUNDS SERVICES GROUP LLC (FORMERLY BLACKROCK CAPITAL MANAGEMENT INC.) 2018 third_quarter RET Issues related to retirement security and savings, including retirement income products, retirement income disclosures and S.2526 and H.R.5282, the "Retirement Enhancement and Savings Act of 2018." HOUSE OF REPRESENTATIVES,SENATE 80000   0 0 2018-10-02T13:31:43.397000-04:00
2179625 FLEET RESERVE ASSOCIATION bb1171e0-1d7d-43c8-9138-0f203768e680 Q3 FLEET RESERVE ASSOCIATION 14781 FLEET RESERVE ASSOCIATION 2018 third_quarter RET S.339/H.R.846 - Military Widow's Tax Elimination Act, H.R.3011 - Military Retiree Survivor Comfort Act, H.R.333 - Disabled Veterans Tax Termination Act, H.R.303/S.66 - Retired Pay Restoration Act, S.2485 - Medal of Honor Surviving Spouses Recognition Act HOUSE OF REPRESENTATIVES,SENATE   120000 0 0 2018-10-03T08:42:06.347000-04:00
2179643 FORSCEY, PLLC f5d2f766-24d2-4485-a6bb-0b79e3285d70 Q3 FORSCEY, PLLC 52880 WRITERS GUILD OF AMERICA, WEST 2018 third_quarter RET Work the Joint Select Committee on Solvency of Multi-employer Pension Plans in support of proposals to provide a loan program for certain distressed multi-employer plans; reform the MEPRA of 2014 and the funding of the Pension Benefit Guarantee Corporation (PBGC) and the funding of multi-employer pension plans generally. Federal Communications Commission (FCC),HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),SENATE 30000   0 0 2018-10-03T09:29:14.010000-04:00
2179808 MR. ROBERT LEVI ea3a3937-32b6-430c-a341-d9b1d32863b6 Q3 MR. ROBERT LEVI 401104269 UNITED POSTMASTERS AND MANAGERS OF AMERICA 2018 third_quarter RET Issues impacting the Civil Service Retirement System and the Federal Employees Retirement System HR 1205/S 915, the Social Security Equity Act HR 873, Thrift Savings Plan Modernization Act HR 1251, CPI-E Act Federal Retirement Thrift Investment Board,HOUSE OF REPRESENTATIVES,Office of Management & Budget (OMB),Office of Personnel Management (OPM),Postal Regulatory Commission,President of the U.S.,SENATE,Treasury, Dept of,U.S. Postal Service (USPS) 20000   0 0 2018-10-03T15:14:35.110000-04:00
2179827 KEVIN KAYES 545e19da-fe20-452c-a819-44f6133c737a Q3 KEVIN KAYES 401104434 ARCBEST 2018 third_quarter RET Multi-employer pension plans HOUSE OF REPRESENTATIVES,SENATE 40000   0 0 2018-10-03T15:50:43.333000-04:00
2179832 KEVIN KAYES 0de3f9de-09dd-4b20-bbaf-8245d17db707 Q3 KEVIN KAYES 401104434 THE BROADWAY LEAGUE INC. 2018 third_quarter RET Multiemployer Pension Funds Butch Lewis Act/S.2147 HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of 30000   0 0 2018-10-03T16:04:48.067000-04:00
2179966 ALLON ADVOCACY, LLC 53382f4f-6bc0-4f41-a399-c759506c9a6e Q3 ALLON ADVOCACY, LLC 401104657 YODLEE INC. 2018 third_quarter RET Fiduciary standards, including the Department of Labor's fiduciary rule. Commerce, Dept of (DOC),Consumer Financial Protection Bureau (CFPB),Federal Deposit Insurance Corporation (FDIC),Federal Reserve System,Federal Trade Commission (FTC),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 70000   0 0 2018-10-04T11:04:24.923000-04:00
2179982 ATLAS ADVOCACY dac6d04d-b10f-4087-b032-c78dcf1b40c8 Q3 ATLAS ADVOCACY 401100069 UNITED MINE WORKERS OF AMERICA 2018 third_quarter RET Pension and healthcare. HOUSE OF REPRESENTATIVES,SENATE 36000   0 0 2018-10-04T11:27:36.160000-04:00
2180028 THE ESOP ASSOCIATION ad32a4fc-8377-4d10-bec5-6aca3bb6500a Q3 THE ESOP ASSOCIATION 13858 ESOP ASSOCIATION 2018 third_quarter RET Any proposed legislation potentially impacting ESOP creation and operation, 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, and laws encouraging Federal agencies to promote creation and operation of ESOPs. HOUSE OF REPRESENTATIVES   64916 0 0 2018-10-04T12:47:10.233000-04:00
2180313 ASSOCIATION OF MATURE AMERICAN CITIZENS e257f117-a722-4abc-a8a4-21466172a59a Q3 ASSOCIATION OF MATURE AMERICAN CITIZENS 400482380 ASSOCIATION OF MATURE AMERICAN CITIZENS 2018 third_quarter RET Creation of SS IRA and other Reforms HOUSE OF REPRESENTATIVES,SENATE   20000 0 0 2018-10-05T09:04:37.313000-04:00
2180316 AMAC ACTION 5ac83df4-8238-44c5-a340-0db01e2a42ee Q3 AMAC ACTION 401104675 AMAC ACTION 2018 third_quarter RET Creation of SS IRA and other reforms HOUSE OF REPRESENTATIVES,SENATE     0 0 2018-10-05T09:05:38.093000-04:00
2180539 SSA MARINE bb5041e7-998c-4d4a-8694-2ce543dcb405 Q3 SSA MARINE 88575 SSA MARINE 2018 third_quarter RET Multi-Employer Pension Plans HOUSE OF REPRESENTATIVES,SENATE   51000 0 0 2018-10-05T14:17:55.333000-04:00
2180905 MR. DONALD KANIEWSKI 865989f1-1108-48da-8e97-d2dc484832c6 Q3 MR. DONALD KANIEWSKI 322693 LABORERS INTERNATIONAL UNION OF NORTH AMERICA 2018 third_quarter RET Lobbied in support of reforming multi-employer pension plans and PBGC issues. HOUSE OF REPRESENTATIVES,SENATE 22500   0 0 2018-10-08T14:44:54.957000-04:00
2180951 ANDREWS & ANDREWS, PLLC 3913ec7a-62d3-4301-9556-2279c9d91137 Q3 ANDREWS & ANDREWS, PLLC 400905645 FIDELITY & GUARANTY LIFE 2018 third_quarter RET Monitored retirement security legislation that could affect fixed indexed annuities; monitored legislation that impacts the Dept. of Labor's conflict of interest rule and the SEC's proposed fiduciary rule. Did not lobby on specific bills.   20000   0 0 2018-10-08T16:16:22.827000-04:00
2181011 SHEET METAL & AIR CONDITIONING CONTRACTORS NAT'L ASSN d443a180-de57-4822-b1bc-025998ae50a7 Q3 SHEET METAL & AIR CONDITIONING CONTRACTORS NAT'L ASSN 35068 SHEET METAL & AIR CONDITIONING CONTRACTORS NAT'L ASSN 2018 third_quarter RET Support Davis-Bacon - Oppose The Transportation Investment Recalibration to Equality (TIRE) Act Support strengthening the multiemployer pension system - The GROW Act, H.R. 4997 HOUSE OF REPRESENTATIVES,SENATE     0 0 2018-10-08T18:34:55.193000-04:00
2181157 NATIONAL COUNCIL OF FARMER COOPERATIVES f6285192-c9db-494d-8cb7-1ce953d2e465 Q3 NATIONAL COUNCIL OF FARMER COOPERATIVES 27638 NATIONAL COUNCIL OF FARMER COOPERATIVES 2018 third_quarter RET H.R. 6757, Family Savings Act of 2018; provisions impacting agriculture and farmer cooperatives H.R. 5282, Retirement Enhancement and Savings Act of 2018; provisions impacting agriculture and farmer cooperatives S. 2526, Retirement Enhancement and Savings Act of 2018; provisions impacting agriculture and farmer cooperatives Agriculture, Dept of (USDA),Army, Dept of (Corps of Engineers),Commerce, Dept of (DOC),Commodity Futures Trading Commission (CFTC),Environmental Protection Agency (EPA),Food & Drug Administration (FDA),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Transportation, Dept of (DOT),U.S. Trade Representative (USTR)   287500 0 0 2018-10-09T11:50:50.100000-04:00
2181267 MWR CONSULTING 3dc224a0-3fca-4f95-ae02-8b231f9b6a20 Q3 MWR CONSULTING 401104301 HOLLISTER, INC. 2018 third_quarter RET Employee Retirement Income Security Act Centers For Medicare and Medicaid Services (CMS),HOUSE OF REPRESENTATIVES,SENATE 45000   0 0 2018-10-09T13:37:49.427000-04:00
2181311 AZOA SERVICES CORP(ALLIANZ OF AMERICA) FORMERLY AZOA SERIVCES CORP/FIREMAN'S FUND(ALLIANZ OF AMERICA 040cc9a9-8bea-4582-b5cb-69f75b53ab3a 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 2018 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. Monitor the SEC's recently proposed Standard of Care rule for investment advice. Lobby in support of the Lifetime Income Disclosure Act. Lobby in support of the Retirement Enhancement and Savings Act. Commodity Futures Trading Commission (CFTC),HOUSE OF REPRESENTATIVES,Risk Management Agency,Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of   520000 0 0 2018-10-09T14:06:14.053000-04:00
2181451 BUILDING AND CONSTRUCTION TRADES DEPT., AFL-CIO 047c3ba9-75cf-44d2-8df3-2b065bc44b59 Q3 BUILDING AND CONSTRUCTION TRADES DEPT., AFL-CIO 7383 BUILDING AND CONSTRUCTION TRADES DEPT AFL-CIO 2018 third_quarter RET S. 2147 - Butch Lewis Act of 2017 - A bill to amend the Internal Revenue Code of 1986 to create a Pension Rehabilitation Trust Fund to establish a Pension Rehabilitation Administration within the Department of the Treasury to make loans to multiemployer defined benefit plans. Entire bill. H.R. 4997 - Giving Retirement Options to Workers (GROW) Act - To amend the Employee Retirement Income Security Act of 1974 and the Internal Revenue Code of 1986 to authorize a new composite multiemployer pension plan design. Entire bill. General advocacy, clarification and guidance on policy concerning multi-employer pension legislation. No bill number. Energy, Dept of,HOUSE OF REPRESENTATIVES,SENATE   180000 0 0 2018-10-09T15:28:24.437000-04:00
2181545 MR. MARK REY 1720391e-e9a7-42dc-9148-10bc67b57edc Q3 MR. MARK REY 400454181 NATIONAL OLDER WORKERS CAREER CENTER 2018 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 2018-10-09T16:36:09.103000-04:00
2181885 DAVIS & HARMAN LLP 7d66678b-b632-4cc3-a2d5-66c072c79d1d Q3 DAVIS & HARMAN LLP 11674 LINCOLN NATIONAL CORPORATION 2018 third_quarter RET Comprehensive pension and retirement savings legislation. H.R. 4610, RETIRE Act. S. 2526/H.R. 5282, Retirement Enhancement and Savings Act. H.R. 6757, Family Savings Act. Tax Reform 2.0. HOUSE OF REPRESENTATIVES,SENATE 10000   0 0 2018-10-10T12:56:10.600000-04:00
2182869 DANEA KEHOE 6984e272-e3bd-4cc5-be9f-3cd22cd4b96a Q3 DANEA KEHOE 67570 NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS 2018 third_quarter RET Pension simplification, lifetime disclosure isssues HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE 10000   0 0 2018-10-12T08:31:38.807000-04:00
2183209 OWENS-ILLINOIS, INC 7f52fda8-a217-4250-a671-6f4bfa0b9590 Q3 OWENS-ILLINOIS, INC 49646 OWENS-ILLINOIS INC 2018 third_quarter RET Pension and retirement issues; PBGC Premiums. Energy, Dept of,Environmental Protection Agency (EPA),HOUSE OF REPRESENTATIVES,Office of Management & Budget (OMB),SENATE,Treasury, Dept of,U.S. Trade Representative (USTR)   200000 0 0 2018-10-12T11:59:42.033000-04:00
2183350 COVINGTON & BURLING LLP 5c3de937-0698-4922-8541-552ebc4530f1 Q3 COVINGTON & BURLING LLP 11195 JW ALUMINUM 2018 third_quarter RET Application of the definition of "related persons" in the Coal Act. HOUSE OF REPRESENTATIVES,SENATE 50000   0 0 2018-10-12T13:27:38.700000-04:00
2183629 PAYCHEX, INC. 90be15a5-dddb-4573-8488-73336edbfabf Q3 PAYCHEX, INC. 401104380 PAYCHEX, INC. 2018 third_quarter RET Promoting legislation that would encourage 401k uptake Promoting legislation that would incentivize more small businesses to offer 401(k) plans to their employees Promoting streamlining and simplification in retirement policy Supporting regulations that would encourage 401(k) uptake HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE   30000 0 0 2018-10-12T17:36:33.443000-04:00
2183745 PETER TURZA 4b6de926-a878-479e-a24f-a2a963fcd793 Q3 PETER TURZA 401103236 ABF FREIGHT SYSTEMS, INC. 2018 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. HOUSE OF REPRESENTATIVES,SENATE 50000   0 0 2018-10-13T10:48:10.033000-04:00
2183862 MULLETT STRATEGIES LLC 4478e2fb-f158-48c2-8fdd-e2de8d27acf4 Q3 MULLETT STRATEGIES LLC 401103987 YRC ENTERPRISE SERVICES, INC 2018 third_quarter RET Multi-employer pension plan legislative change or relief. Federal Motor Carrier Safety Administration,HOUSE OF REPRESENTATIVES,SENATE,Transportation, Dept of (DOT) 30000   0 0 2018-10-14T19:18:20.747000-04:00
2184231 DPWN HOLDINGS (USA) INC. (FORMERLY KNOWN AS DEUTSCHE POST WORLD NET USA, INC.) 7f8635f5-7041-49d4-b904-a7361772e02c 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.) 2018 third_quarter RET Pension Funding - advocate for multi-employer pension reform. HOUSE OF REPRESENTATIVES,SENATE,Transportation, Dept of (DOT)     0 0 2018-10-15T12:25:24.677000-04:00
2184234 DAVIS & HARMAN LLP 3400ce01-5a73-428c-bfd2-0a3b2444923a Q3 DAVIS & HARMAN LLP 11674 HUELER INVESTMENT SERVICES, INC. 2018 third_quarter RET Issues related to qualifying longevity contracts.       0 0 2018-10-15T12:27:28.350000-04:00
2184240 DAVIS & HARMAN LLP 0c8d9968-87d4-4cff-bc56-2865de470d55 Q3 DAVIS & HARMAN LLP 11674 BROKER/DEALER COORDINATION GROUP 2018 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. Preemption of state fiduciary rules. HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE 30000   0 0 2018-10-15T12:32:32.273000-04:00
2184252 DAVIS & HARMAN LLP 5bd89487-57fb-4184-bd0f-ecff2a69b89a Q3 DAVIS & HARMAN LLP 11674 EDWARD JONES INVESTMENTS 2018 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. Proposals related to small business retirement issues. S. 223, Senior$afe Act. SIMPLE IRAs. Issues relating to expanding retirement coverage and increasing retirement security. S. 2526/H.R. 5282, Retirement Enhancement and Savings Act. Required minimum distributions issues. H.R. 6757, Family Savings Act. HOUSE OF REPRESENTATIVES,SENATE 10000   0 0 2018-10-15T12:35:35.240000-04:00
2184253 DAVIS & HARMAN LLP eb41af19-58f8-41db-8a90-8b20203f891d Q3 DAVIS & HARMAN LLP 11674 FMR LLC 2018 third_quarter RET S. 2526/H.R. 5282, Retirement Enhancement and Savings Act. H.R. 4610, RETIRE Act. H.R. 6757, Family Savings Act. Executive Order 13847, Strengthening Retirement Security in America. HOUSE OF REPRESENTATIVES,SENATE 10000   0 0 2018-10-15T12:37:35.960000-04:00
2184255 DAVIS & HARMAN LLP b2e5dc56-f29f-45c7-8324-ae7cfddbebe1 Q3 DAVIS & HARMAN LLP 11674 LPL FINANCIAL 2018 third_quarter RET Work with respect to proposals to enhance retirement savings opportunities for employers, employees, and individuals, including self correcting inadvertent plan errors. S. 223, Senior$afe Act. Small business tax credit. Issues related to the Department of Labor's regulation defining fiduciary. H.R. 3902, Small Employer Retirement Savings Auto-Enrollment Credit Act. SIMPLE IRAs. H.R. 4524, the Retirement Plan Simplification and Enhancement Act. S. 2526/H.R. 5282, Retirement Enhancement and Savings Act. Required minimum distribution issues. H.R. 6757, Family Savings Act. HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2018-10-15T12:38:36.727000-04:00
2184258 DAVIS & HARMAN LLP 8e5de953-f813-4e30-9655-d04c279eb95f Q3 DAVIS & HARMAN LLP 11674 NATIONAL RURAL ELECTRIC COOPERATIVE ASSN 2018 third_quarter RET Proposals related to PBGC premiums. Proposals related to plan funding. Proposals to facilitate new growth of pension plans. Proposals related to nondiscrimination testing of pension plans. H.R. 3596, Rightsizing Pension Premiums Act. Proposals related to defined benefit plan administration. H.R. 4524, the Retirement Plan Simplification and Enhancement Act. S. 2526/H.R. 5282, Retirement Enhancement and Savings Act. H.R. 6757, Family Savings Act. HOUSE OF REPRESENTATIVES,SENATE 50000   0 0 2018-10-15T12:39:38.197000-04:00
2184262 DAVIS & HARMAN LLP c5e7a044-b10d-4430-8d25-76c0157994ff Q3 DAVIS & HARMAN LLP 11674 NATIONWIDE INSURANCE COMPANIES 2018 third_quarter RET Proposals to expand retirement plan coverage and adequacy, 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 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, including H.R. 4610, the RETIRE Act. H.R. 4524, the Retirement Plan Simplification and Enhancement Act. H.R. 4604, Increasing Access to a Secure Retirement Act. S. 2526/H.R. 5282, Retirement Enhancement and Savings Act. Proposals related to self correcting inadvertent plan errors. H.R. 6757, Family Savings Act. HOUSE OF REPRESENTATIVES,SENATE 30000   0 0 2018-10-15T12:41:39.633000-04:00
2184266 DAVIS & HARMAN LLP 916d4dcc-d7b6-4ff3-a573-5c78c9e8c5fa Q3 DAVIS & HARMAN LLP 11674 NISA INVESTMENT ADVISORS, LLC 2018 third_quarter RET Multiemployer plan reform. HOUSE OF REPRESENTATIVES 10000   0 0 2018-10-15T12:42:41.617000-04:00
2184269 DAVIS & HARMAN LLP ac4485c3-513e-4a88-845b-17fd7c979750 Q3 DAVIS & HARMAN LLP 11674 STATE STREET BANK AND TRUST CO. 2018 third_quarter RET Issues related to expanding retirement coverage and adequacy, 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. S. 223, Senior$afe Act. H.R. 4523, the Automatic Retirement Plan Act. H.R. 4524, the Retirement Plan Simplification and Enhancement Act. S. 2526/H.R. 5282, Retirement Enhancement and Savings Act. 403(b) investments. Annuity defaults. H.R. 6757, Family Savings Act. Executive Order 13847, Strengthening Retirement Security in America. HOUSE OF REPRESENTATIVES,SENATE 30000   0 0 2018-10-15T12:44:42.350000-04:00
2184276 DAVIS & HARMAN LLP 5f7d6ddc-926d-4915-9a95-2960d3dfad02 Q3 DAVIS & HARMAN LLP 11674 TRANSAMERICA LIFE INSURANCE COMPANY 2018 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, including H.R. 4610, the RETIRE Act. Plan consolidation. Proposals to amend the Internal Revenue Code and ERISA to avoid duplicative annual reporting, including H.R. 1688 and S. 695. S. 223, Senior $afe Act. H.R. 3910, to make lifetime income and managed account options of defined contribution retirement savings plans portable. H.R. 4524, the Retirement Plan Simplification and Enhancement Act. H.R. 4604, Increasing Access to a Secure Retirement Act. S. 2526/H.R. 5282, Retirement Enhancement and Savings Act. Proposals related to Rothification. H.R. 6757, Family Savings Act. Executive Order 13847, Strengthening Retirement Security in America. HOUSE OF REPRESENTATIVES,SENATE 40000   0 0 2018-10-15T12:45:44.507000-04:00
2184284 DAVIS & HARMAN LLP b533d7c3-aa33-46f3-9cb6-1cf34fcb4b8f Q3 DAVIS & HARMAN LLP 11674 WILLIS NORTH AMERICA INC 2018 third_quarter RET Issues related to government issued mortality tables. Issues related to tax incentives for retirement savings. Retirement assumption issues. S. 2526/H.R. 5282, Retirement Enhancement and Savings Act.   10000   0 0 2018-10-15T12:47:47.507000-04:00
2184530 SIFF & ASSOCIATES PLLC 057eec02-e420-49df-af71-355526d21e12 Q3 SIFF & ASSOCIATES PLLC 400665998 FMR LLC 2018 third_quarter RET S. 2526, the "Retirement Enhancement and Savings Act of 2018," legislation encouraging employers to offer defined contribution plans, to expand access to various retirement savings options, and to permit e-delivery of financial documents; entire bill. General education concerning the interpretation and application of section 3(5) of ERISA and how it impacts employers' ability to join together to form open multiple employer plans (open MEPs) to promote retirement savings. HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of 50000   0 0 2018-10-15T15:14:47.540000-04:00
2184533 SIFF & ASSOCIATES PLLC 8c1af244-2f45-4776-9574-c1275b6f48a7 Q3 SIFF & ASSOCIATES PLLC 400665998 SIGNATORY WALL AND CEILING CONTRACTORS ALLIANCE 2018 third_quarter RET H.R. 4997, the "Giving Retirement Options to Workers (GROW) Act of 2018," legislation to amend the Employee Retirement Income Security Act of 1974 and the Internal Revenue Code of 1986 to authorize a new composite multiemployer pension plan design; entire bill. Seeking to include H.R. 4997, the "Giving Retirement Options to Workers (GROW) Act of 2018," into the Tax Reform 2.0 proposal (no bill introduced containing H.R. 4997). S. 2147, the "Butch Lewis Act of 2017," legislation to amend the Internal Revenue Code of 1986 to create a Pension Rehabilitation Trust Fund and to establish a Pension Rehabilitation Administration within the Department of the Treasury to make loans to multiemployer defined benefit plans; entire bill. Development of recommendations of the Joint Select Committee on Solvency of Multiemployer Pension Plans to improve the solvency of the multiemployer pension system (no bill introduced). General education concerning the need for the Joint Select Committee on Solvency of Multiemployer Pension Plans to address more than just "red zone" plans, to provide solutions for the long-term stability of the multiemployer pension system, and to avoid proposals that would cause additional multiemployer plans to face insolvency. HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,White House Office 30000   0 0 2018-10-15T15:17:48.400000-04:00
2184668 UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA dbffd744-b74c-4564-bd3a-aa3928b8c4ab Q3 UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA 39063 UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA 2018 third_quarter RET H.R. 4997, the "Giving Retirement Options to Workers (GROW) Act of 2018", to amend the Employee Retirement Income Security Act of 1974 and the Internal Revenue Code of 1986 to authorize a new composite multiemployer pension plan design; entire bill. S. 2147, the "Butch Lewis Act of 2017," to amend the Internal Revenue Code of 1986 to create a Pension Rehabilitation Trust Fund, and to establish a Pension Rehabilitation Administration within the Department of the Treasury to make loans to multiemployer defined benefit plans; entire bill. H.R. 4444, the "Rehabilitation for Multiemployer Pensions Act," to amend the Internal Revenue Code of 1986 to create a Pension Rehabilitation Trust Fund, and to establish a Pension Rehabilitation Administration within the Department of the Treasury to make loans to multiemployer defined benefit plans; entire bill. HOUSE OF REPRESENTATIVES,Interior, Dept of (DOI),Labor, Dept of (DOL),SENATE   120000 0 0 2018-10-15T16:08:42.283000-04:00
2184938 TREA SENIOR CITIZENS LEAGUE 78a4f680-e35f-48e8-9667-0860807f17b6 Q3 TREA SENIOR CITIZENS LEAGUE 38426 TREA SENIOR CITIZENS LEAGUE 2018 third_quarter RET Social Security Notch Reform: H.R. 867, Social Security Trust Fund Protection: H.R. 1113 and H.R. 5466, 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 and H.Res. 659 and H.R. 4521 and H.R. 5302 and S. 1739 and S. 2671 and S. 3147 and H.R. 6251 and S. 2653, 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 and H.R. 4076, Prevention of Fraud, Waste, and Abuse: H.R. 624 and H.R. 3934 and H.R. 3105. HOUSE OF REPRESENTATIVES,SENATE     0 0 2018-10-16T08:18:37.960000-04:00
2185509 AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES c0f6ce12-c41b-4de6-945a-5e7089b3c1c7 Q3 AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES 3481 AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES 2018 third_quarter RET H.R. 4523 - Automatic Retirement Plan Act of 2017 H.R. 4524 - Retirement Plan Simplification and Enhancement Act of 2017 H.R. 5282 - Retirement Enhancement and Savings Act of 2018 H.R. 761 - Pension and Budget Integrity Act of 2017 H.R. 854 - Retirement Security for American Workers Act H.R. 929 - Small Business Start-up Savings Accounts Act of 2017 H.R. 1083 - American Savings Account Act of 2017 H.R. 1688 - A bill to avoid duplicative annual reporting under the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974, and for other purposes. H.R. 2055 - Lifetime Income Disclosure Act H.R. 3499 - Automatic IRA Act of 2017 H.R. 3596 - Rightsizing Pension Premiums Act of 2017 H.R. 1 - An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018. H.R. 4610 - Receiving Electronic Statements To Improve Retiree Earnings Act H.J. Res. 66 - A joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees. H.J. Res. 67 - A joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees. H.R. 6757 - Family Savings Act of 2018 H.R. 6990 - Portable Retirement and Investment Account Act of 2018 S. 270 - Pension Budget Integrity Act of 2017 S. 695 - A bill to avoid duplicative annual reporting under the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974, and for other purposes. S. 868 - Lifetime Income Disclosure Act S. 1383 - Retirement Security Act of 2017 S. 1861 - Automatic IRA Act of 2017 S. 2526 - Retirement Enhancement and Savings Act of 2018 S. 2753 - Commission on Retirement Security Act of 2018 S. 3218 - Strengthening Financial Security Through Short-Term Savings Accounts Act of 2018 S. 3219 - A bill to amend the Internal Revenue Code of 1986 and the Em… HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),Securities & Exchange Commission (SEC),SENATE   168964 0 0 2018-10-16T12:46:36.077000-04:00
2185597 SQUIRE PATTON BOGGS 79d95455-9fa2-409c-83e2-c8368737fe26 Q3 SQUIRE PATTON BOGGS 30906 AON SERVICE CORPORATION (FKA AON HEWITT) 2018 third_quarter RET Advice regarding retirement-related legislation and regulatory reform. HOUSE OF REPRESENTATIVES,SENATE 50000   0 0 2018-10-16T13:25:58.207000-04:00
2185734 HOLLAND & KNIGHT LLP 0ebdb7b2-6cf7-43ae-ac73-b91d94f502bc Q3 HOLLAND & KNIGHT LLP 18466 CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. 2018 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 2018-10-16T14:02:57.320000-04:00
2185736 NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE 73b4c791-e33d-4554-aaeb-83d6717cb222 Q3 NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE 27467 NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE 2018 third_quarter RET Adopting Rules for the 115th Congress. H. Res. 5: 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 (DI) Trust Fund. Cost of Living Adjustment Relief. H.R. 1251, CPI-E Act of 2017; 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; 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. S. 2653, the Elder Poverty Relief Act; S. 3147/H.R. 6251, the Social Security Administration Fairness Act; H.R. 1902/S. 2671, 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. S. 1255, Social Security Caregivers Credit Act of 2017: Proposal 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. Supplemental Security Income. 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. Social Security Government Pension Offset and Windfall Elimination Provision. H.R. 1205/S. 915, Social Security Fairness Act of 2017: Proposal to repeal the Government Pension Offset and Wind… 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),SENATE,Social Security Administration (SSA),Treasury, Dept of   210000 0 0 2018-10-16T14:03:58.163000-04:00
2185825 NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC. 5a07a555-d1af-415c-9e20-a969dce0e146 Q3 NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC. 26980 NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC. 2018 third_quarter RET Social Security Fairness Act; Government Pension Offset and Windfall Elimination Provision reform; protecting state and local public pensions; opposition to the Public Employee Pension Transparency Act. Bureau of Justice Assistance,HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),Office of Justice Program,SENATE,Treasury, Dept of,U.S. Postal Service (USPS),White House Office   40000 0 0 2018-10-16T14:24:31.180000-04:00
2185912 NATIONWIDE MUTUAL INSURANCE COMPANY ba17f227-e504-4313-aa2d-123243555529 Q3 NATIONWIDE MUTUAL INSURANCE COMPANY 26411 NATIONWIDE MUTUAL INSURANCE COMPANY 2018 third_quarter RET H.R. 5282. S. 2526, Retirement Enhancement and Security Act (RESA) Allowing for open multiple employer plans: HR. 854, HR. 4637 Increasing retirement plan start-up credit for small business plans: HR. 4637, HR. 3902 Removing 10% auto-escalation limit: HR. 4637 Nondiscrimination testing: HR. 1962 PBGC premiums for CSEC plans: HR. 3596 Form 5500 reforms: HR. 1688 Portability of Lifetime income products: HR. 3910 403(b) retirement account participation clarification: HR. 2341 Annuity provider selection safe harbor: HR. 4604 Treatment of stipend payments: HR. 2916 Lifetime Income Disclosure: HR. 2055, S. 868 Tax treatment of qualified reimbursement payments to volunteer emergency responders: HR. 1550 H.R. 4610, RETIRE Act-- E-Delivery of retirement plan documents H.R. 4524, the Retirement Simplification and Enhancement Act--401(k) plan improvements and lifetime income provisions. H.R. 4523, the Automatic Retirement Plan Act--mandatory 401(k) H.R. 4637, The Small Businesses Add Value for Employees (SAVE) Act of 2017--various retirement savings improvement provisions. H.R. 4604, The Increasing Access to a Secure Retirement Act--measures to bolster Americans retirement security and annuity selection safe harbor. H.R.3857, PASS Act of 2017--Alternative to the DOL fiduciary rule SEC Best Interest Standard of Care for providing financial advice Department of Labor Fiduciary Rule for investment advice and related Congressional activity SEC Best Interest Rule Proposal-- proposed best interest standard for investment advice includes three main components: (1) Regulation Best Interest for Broker-Dealers; (2) Interpretive Guidance Regarding Standards for Conduct for Investment Advisors; and (3) A CSR Relationship Summary, a required disclosure in retail communications, and restrictions on BDs use of certain names and titles (i.e., advisor and adviser). S. 1383: Retirement Security Act of 2017. Issue: retirement security H.R. 2823, the Affordable Retirement Advice for Savers Act. Issue: alternative to the DOL fiduciary rule H.R… 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)   830000 0 0 2018-10-16T14:48:03.543000-04:00
2186313 DAVIS & HARMAN LLP e51b9d45-ee1c-4849-b3fc-a79ac2c07f9f Q3 DAVIS & HARMAN LLP 11674 AMERICAN BENEFITS COUNCIL 2018 third_quarter RET Proposals related to retirement plan enhancements. Proposals relating to defined benefit plans, including plan funding and multiemployer plan issues. 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 and mediation issues. Proposals related to electronic disclosure of information under ERISA. Proposals regarding compliance of retirement plans. Issues related to use of brokerage windows in defined contribution plans. Proposals to reform the multiple employer plan rules. Proposals to modify required minimum distribution rules. Proposals that would modify limits on retirement plan contributions. Proposals related to stretch IRAs. 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. State-administered retirement plan initiatives. Annuitization with respect to defined benefit plans. QLACs. Effects of corporate integration on retirement plans. Proposals that would consolidate various retirement and IRA types. Proposals to create a retirement lost and found. Kids Savings Accounts. Proposals related to the establishment of savings accounts for emergencies. 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. H.R. 4610, the RETIRE Act. H.R. 4158, t… HOUSE OF REPRESENTATIVES,SENATE 70000   0 0 2018-10-16T16:05:11.007000-04:00
2186342 MERCURY PUBLIC AFFAIRS, LLC 5983be0f-ab84-4763-b3b3-96d1c438aec6 Q3 MERCURY PUBLIC AFFAIRS, LLC 70175 PRIMERICA, INC. 2018 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 2018-10-16T16:11:25.273000-04:00
2186443 MINDSET ADVOCACY, LLC d211637b-8d82-44dd-b181-7d396a23ae1c Q3 MINDSET ADVOCACY, LLC 296271 LPL FINANCIAL LLC 2018 third_quarter RET General interest in retirement issues. General interest in issues in Auto-IRA legislation and the SAFE Act, Secure Annuities for Employment Retirement Act. HOUSE OF REPRESENTATIVES,SENATE 40000   0 0 2018-10-16T16:49:06.980000-04:00
2187048 HOGAN LOVELLS US LLP f7e3aab5-a0ad-4612-8f83-cb1e8ae12e2b Q3 HOGAN LOVELLS US LLP 18422 CALIFORNIA STATE TEACHERS' RETIREMENT SYSTEM 2018 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 60000   0 0 2018-10-17T10:24:11.293000-04:00
2187171 AARP 16052389-8f22-4052-a030-2412082b615b Q3 AARP 1694 AARP 2018 third_quarter RET H.R. 4610, Receiving Electronic Statements to Improve Retiree Earnings Act - Opposed permitting electronic delivery to be the default method for providing important retirement plan disclosures and notices. H.R. 5282/S. 2526, the Retirement Enhancement and Savings Act - Supported bill. S. 3197, SIMPLE plan Modernization Act - Supported bill. Discussed retirement issues relevant to tax reform. Discussed Congressional Multiemployer Pension Plan Committee and Multiemployer Pension issues. Discussed women's Social Security and retirement issues. Discussed small employer retirement issues. Testified before the DOL ERISA Advisory Council on Lifetime Income products and issues. Discussed concerns regarding the Security and Exchange Commission (SEC) proposed rulemaking on a new standard of conduct for broker-dealers. Discussed retirement issues relevant to tax reform generally and "Tax 2.0" legislation. P.L. 115-119, RAISE Family Caregivers Act; S. 1151/H.R. 2505, Credit for Caring Act - Discussed bills and provided feedback on policy ideas regarding caregiving and retirement security with GAO staff. H.R.6147, Interior, Environment, Financial Services and General Government, Agriculture, Rural Development, Food and Drug Administration, and Transportation, Housing and Urban Development Appropriations Act, 2019 - Lobbied in opposition to inclusion of hostile riders concerning SEC and DOL fiduciary duty rules with House and Senate Appropriations Committee staff. Discussed opposition to paid family leave through Social Security. Discussed the Windfall Elimination Provision in Social Security with House Ways and Means staff. Agriculture, Dept of (USDA),Centers For Medicare and Medicaid Services (CMS),Federal Highway Administration (FHA),Government Accountability Office (GAO),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Housing & Urban Development, Dept of (HUD),Labor, Dept of (DOL),Natl Highway Traffic Safety Administration (NHTSA),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of,White House Office   1740000 0 0 2018-10-17T10:46:51.623000-04:00
2187269 PRINCIPAL FINANCIAL GROUP 7a7b3bd0-0987-4d0b-97f7-1d3a46f0f1ec Q3 PRINCIPAL FINANCIAL GROUP 32178 PRINCIPAL FINANCIAL GROUP 2018 third_quarter RET HR 761/S270: Pension and Budget Integrity Act of 2017 - This bill prohibits provisions that increase or extend an increase of Pension Benefit Guaranty Corporation (PBGC) premiums from being counted as an offset to determine budget points of order for legislation in the House or the Senate. H.R.854 Retirement Security for American Workers Act: This bill amends the Internal Revenue Code and the Employee Retirement Income Security Act of 1974 (ERISA) to modify the qualification requirements for certain multiple employer retirement plans. A multiple employer plan that meets certain criteria may not be disqualified or otherwise lose its tax-favored status because one or more participating employers fail to take actions required with respect to the plan. The bill applies to a multiple employer defined contribution plan or a plan that consists of Individual Retirement Accounts that either: (1) is sponsored by employers that both have a common interest other than having adopted the plan and control the plan, or (2) have a pooled plan provider. The bill does not apply unless the terms of the plan require a noncompliant employer to, subject to the discretion of the Internal Revenue Service, (1) transfer assets of the plan attributable to the employees of the noncompliant employer to other specified retirement plans, and (2) be liable for plan liabilities attributable to employees of the noncompliant employer. For the purposes of this bill, a defined contribution plan that is established or maintained for the purpose of providing benefits to the employees of two or more employers and that meets certain requirements (a pooled employer plan) is treated for the purposes of ERISA as a single plan that is a multiple employer plan. The bill modifies reporting requirements under ERISA that apply to pooled employer and multiple employer plans. H.R.1688 /S.695: This bill requires the Department of the Treasury and the Department of Labor to cooperate to modify specified returns required for deferred compensation plans and other e… HOUSE OF REPRESENTATIVES,SENATE   480000 0 0 2018-10-17T10:58:16.530000-04:00
2187520 UNIVERSITY OF IOWA d636c755-9a57-4c37-8f49-c2f1a4c99ae4 Q3 UNIVERSITY OF IOWA 49191 UNIVERSITY OF IOWA 2018 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),SENATE,State, Dept of (DOS),Transportation, Dept of (DOT)   50000 0 0 2018-10-17T11:32:45.247000-04:00
2187685 NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS 140fd0eb-2860-4e10-a57f-86c5583a040d Q3 NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS 26901 NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS 2018 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 including: H.R. 1, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902, H.R. 4604, H.R. 4524, H.R. 937, S. 2526, H.R. 5282 and H.R. 6757. 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   578000 0 0 2018-10-17T12:11:46.347000-04:00
2187736 HOGAN LOVELLS US LLP e69b6048-b5ad-4813-8450-a8fb4da454ba Q3 HOGAN LOVELLS US LLP 18422 CONSTRUCTION EMPLOYERS OF AMERICA 2018 third_quarter RET H.R. 4997, "GROW Act", all provisions HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2018-10-17T12:33:06.863000-04:00
2188088 HARBINGER STRATEGIES, LLC 529bbb02-e267-4b0f-8bb4-84f197d5d5f8 Q3 HARBINGER STRATEGIES, LLC 401103523 PRUDENTIAL FINANCIAL, INC. 2018 third_quarter RET H.R. 5282, S. 2526 - Retirement Enhancement and Savings Act; H.R. 854, S. 1383 - Multiple Small Employer Plans - issues relating to MEPs/MSEPs. HOUSE OF REPRESENTATIVES,SENATE 30000   0 0 2018-10-17T14:00:20.750000-04:00
2188728 NATIONAL AIR TRAFFIC CONTROLLERS ASSOCIATION 47c79f0f-d162-49c6-9772-aa5afd5043e4 Q3 NATIONAL AIR TRAFFIC CONTROLLERS ASSOCIATION 26477 NATIONAL AIR TRAFFIC CONTROLLERS ASSOCIATION 2018 third_quarter RET Air Traffic Control retirement issue eligibility. Controller staffing, Thrift Savings Plan, federal pensions. CIP, FERS/CSRS. Sequestration. Federal Employee Tax. FEHBP. Impact of government shutdown. Merit Systems Protection Board. Retired military controllers. Air Traffic Controller Federal Employees Retirement System Supplemental Retirement. HR 1364 - Official Time Reform Act. H.Con.Res.71 - FY 18 House Budget Resolution - Annuity Supplement. H.R. 3303 - Retirement Benefits. OPM Letter - Federal Employee Retirement. Federal Aviation Administration (FAA),HOUSE OF REPRESENTATIVES,SENATE,Transportation, Dept of (DOT)   218000 0 0 2018-10-17T15:38:55.900000-04:00
2188835 UPS (UNITED PARCEL SERVICE) fc59edf8-bd0e-4555-9325-9457aea1674e Q3 UPS (UNITED PARCEL SERVICE) 39223 UPS (UNITED PARCEL SERVICE) 2018 third_quarter RET - HR4444,S.2147 "Rehabilitation for Multiemployer Pensions Act"MEPPRA Funding - advocate for multi-employer pension reform. Commerce, Dept of (DOC),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Office of Management & Budget (OMB),SENATE,State, Dept of (DOS),Transportation, Dept of (DOT),Transportation Security Administration (TSA),Treasury, Dept of,U.S. Customs & Border Protection,White House Office   2197767 0 0 2018-10-17T15:58:45.607000-04:00
2188923 AMERICAN POSTAL WORKERS UNION, AFL-CIO ba77e47c-d320-4fdc-a985-02e9f5b45e27 Q3 AMERICAN POSTAL WORKERS UNION, AFL-CIO 3138 AMERICAN POSTAL WORKERS UNION AFL-CIO 2018 third_quarter RET H.R. 1251 CPI-E Act of 2017 H.R. 1205 Social Security Fairness Act of 2017 S. 915 Social Security Fairness Act of 2017 S. 427 Social Security Expansion Act HOUSE OF REPRESENTATIVES,SENATE   80000 0 0 2018-10-17T16:11:29.733000-04:00
2189020 NATIONAL ASSOCIATION FOR THE ADVANCEMENT OF COLORED PEOPLE 24bc768f-d892-47df-b5f1-91ab531e655a Q3 NATIONAL ASSOCIATION FOR THE ADVANCEMENT OF COLORED PEOPLE 48975 NATIONAL ASSOCIATION FOR THE ADVANCEMENT OF COLORED PEOPLE 2018 third_quarter RET Support the protection of Social Security Oppose the SECs proposed rule in promulgating the establishment of a new best interest standard of conduct for broker-dealers when making a recommendation of any transaction or investment strategy involving securities to a retail customer. (retirement) Agriculture, Dept of (USDA),Bureau of Citizenship & Immigration Services (BCIS),Bureau of Prisons (BOP),Bureau of the Census,Centers For Disease Control & Prevention (CDC),Centers For Medicare and Medicaid Services (CMS),Commerce, Dept of (DOC),Consumer Financial Protection Bureau (CFPB),Director of National Intelligence (ODNI),Education, Dept of,Environmental Protection Agency (EPA),Federal Communications Commission (FCC),Federal Deposit Insurance Corporation (FDIC),Federal Emergency Management Agency (FEMA),Federal Housing Finance Agency (FHFA),Federal Reserve System,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),Office of the Comptroller of the Currency (OCC),Securities & Exchange Commission (SEC),SENATE,Social Security Administration (SSA),State, Dept of (DOS),Transportation, Dept of (DOT),Treasury, Dept of,U.S. Customs & Border Protection,U.S. Trade Representative (USTR),White House Office   70000 0 0 2018-10-17T16:36:57.220000-04:00
2190099 CASSIDY & ASSOCIATES, INC. 14e264a8-a989-48ce-95a4-0975e25ac7b3 Q3 CASSIDY & ASSOCIATES, INC. 8453 SOCIETY OF ACTUARIES 2018 third_quarter RET General legislative issues related to actuarial profession HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of 20000   0 0 2018-10-18T10:19:09.907000-04:00
2190504 AMERICAN COUNCIL OF LIFE INSURERS ab0a875f-06ef-4d44-b057-22c1e5a17944 Q3 AMERICAN COUNCIL OF LIFE INSURERS 2115 AMERICAN COUNCIL OF LIFE INSURERS 2018 third_quarter RET S. 2526 / H.R. 5282 - The Retirement Enhancement and Savings Act (RESA) Issue: Retirement Security H.R. 6757, The Family Savings Act. Issue: Retirement Security S.2474 - Retirement Savings Lost and Found Act of 2018. Issue: Facilitates location of lost participants. H.R. 3857 - Protecting Advice from Small Savers Act of 2017. Issue: Nullifies the DOLs fiduciary rule. 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 H.R. 2055/ S. 868 - Lifetime Income Disclosure Act. Issue: lifetime income illustration H.R. 2823, the Affordable Retirement Advice for Savers Act. Issue: alternative to the DOL fiduciary rule H.R. 4610, the RETIRE Act. Issue: electronic delivery of retirement statements. H.R. 4524, the Retirement Simplification and Enhancement Act. Issue: 401(k) plan improvements and lifetime income provisions. H.R. 4523, the Automatic Retirement Plan Act. Issue: mandatory 401(k) H.R. 4637, The Small Businesses Add Value for Employees (SAVE) Act of 2017. Issue: various retirement savings improvement provisions. H.R. 4604, The Increasing Access to a Secure Retirement Act. Issue: measures to bolster Americans retirement security and annuity selection safe harbor. H.R. 3910, Amends the Internal Revenue Code of 1986 to make lifetime income and managed account options of defined contribution retirement savings plans portable. H,R. 3596, Rightsizing Pension Premiums Act of 2017: amends ERISA to alter the premiums for CSEC organizations. (Discussed this bill in the context of RESA) H.R. 1962, Retirement Security Preservation Act of 2017: provides relief to DB plans related to non-discrimination testing. (Discussed this bill in the context of RESA) HR 6990, Portable Retirement and Investment Account (PRIA) Act. Creates a government-run retirement system. Pub.L. 111-148-The Patient Protection and Affordable Care Act, Issue: Assessments under state-based insurance exchanges. H.R.4… HOUSE OF REPRESENTATIVES,SENATE   824400 0 0 2018-10-18T10:53:27.707000-04:00
2190899 HECHT LATHAM SPENCER & ASSOCIATES, INC., FORMERLY KNOWN AS HECHT SPENCER & ASSOC 2bd44d4a-c9db-40a5-bd78-0635a17c1505 Q3 HECHT LATHAM SPENCER & ASSOCIATES, INC., FORMERLY KNOWN AS HECHT SPENCER & ASSOC 17966 BOY SCOUTS OF AMERICA 2018 third_quarter RET H.R. 5282 and S. 2526 - Retirement Enhancement and Savings Act of 2018 - Section 206 - modification of PBGC premium rules for cooperatives and charities; H.R. 6757 - Family Savings Act of 2018 - same issues as above. HOUSE OF REPRESENTATIVES,SENATE 50000   0 0 2018-10-18T11:44:04.743000-04:00
2191153 SUMMIT STRATEGIES GOVERNMENT AFFAIRS LLC 97109fcd-3c86-4dfa-ba5a-b456be0e2e40 Q3 SUMMIT STRATEGIES GOVERNMENT AFFAIRS LLC 401103550 THE ASSOCIATION OF UNION CONSTRUCTORS 2018 third_quarter RET Issues related to multiemployer pension reform. H.R. 4997, the Giving Retirement Options to Workers Act of 2018. HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2018-10-18T12:20:51.467000-04:00
2191168 BALLARD PARTNERS 7fd3bebd-d00f-4fdb-ac76-c901215ee388 Q3 BALLARD PARTNERS 401104288 MECHANICAL CONTRACTORS ASSOCIATION OF AMERICA 2018 third_quarter RET Multi-Employer Pension Reform Commerce, Dept of (DOC),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Treasury, Dept of,White House Office 50000   0 0 2018-10-18T12:28:57.797000-04:00
2191215 WILLIAMS AND JENSEN, PLLC d1ba1dcb-8b7d-4e30-9399-2ec5c569432d Q3 WILLIAMS AND JENSEN, PLLC 41454 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 2018 third_quarter RET Legislation and regulations affecting public pension plan.       0 0 2018-10-18T12:39:11.767000-04:00
2191225 WILLIAMS AND JENSEN, PLLC a08caa88-3524-4e30-8a4c-74987b8539c1 Q3 WILLIAMS AND JENSEN, PLLC 41454 LOS ANGELES COUNTY EMPLOYEES' RETIREMENT SYSTEM 2018 third_quarter RET Legislation and regulations affecting public pension plans. H.R. 6933 (Social Sec. legislation). HOUSE OF REPRESENTATIVES,SENATE 50000   0 0 2018-10-18T12:42:17.593000-04:00
2191251 DEAN FOODS COMPANY 3fc008c9-7b50-411c-8835-1a2786feb0ef Q3 DEAN FOODS COMPANY 58396 DEAN FOODS COMPANY 2018 third_quarter RET Proposals relating to multiemployer pension plans, including S.2147, the Butch Lewis Act of 2018 and H.R. 4444, the Rehabilitation for Multiemployer Pensions Act; and additional proposals to modernize the multiemployer pension plan system. HOUSE OF REPRESENTATIVES,SENATE   240000 0 0 2018-10-18T12:46:26.330000-04:00
2191276 CHARTWELL STRATEGY GROUP LLC 4dbc6e49-3584-46f1-82f5-4e4333368d12 Q3 CHARTWELL STRATEGY GROUP LLC 401104750 BOSTON ASSET MANAGEMENT ASSOCIATION, INC. 2018 third_quarter RET General overview for members and staff. HOUSE OF REPRESENTATIVES,SENATE 50000   0 0 2018-10-18T12:51:37.267000-04:00
2191325 NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION ae89a807-7f46-4335-8da6-6177b8ccdcaa Q3 NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION 28674 NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION 2018 third_quarter RET The association monitors and reacts to policy concepts that may impact its ability to continue providing its high quality Retirement Security Plans to members, their employees, and the association staff at affordable rates and on reasonable terms and conditions. During the reporting period, the association focused on the following: S. 2526 - Retirement Enhancement and Savings Act - all sections. H.R. 5282 - Retirement Enhancement and Savings Act - all sections. H.R. 6757 - Family Savings Act - all sections. Agriculture, Dept of (USDA),HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of   100000 0 0 2018-10-18T13:07:59.050000-04:00
2191404 AMERICAN FEDERATION OF STATE, COUNTY AND MUNICIPAL EMPLOYEES dccccc6f-3de3-44d9-b0e5-93abe35a7733 Q3 AMERICAN FEDERATION OF STATE, COUNTY AND MUNICIPAL EMPLOYEES 2321 AMERICAN FEDERATION OF STATE COUNTY AND MUNICIPAL EMPLOYEES 2018 third_quarter RET HR 6933, S 3526- Windfall Elimination Provision Public Pensions and Pension Transparency Act State and Local Pensions Accountability and Security Act SAFE Retirement Act S 915- Repeal GPO/WEP HOUSE OF REPRESENTATIVES,SENATE   550000 0 0 2018-10-18T13:16:21.723000-04:00
2191462 CHARTWELL STRATEGY GROUP LLC 5f08881e-623e-4547-b6c7-59be925ebbbb Q3 CHARTWELL STRATEGY GROUP LLC 401104750 PUTNAM INVESTMENTS 2018 third_quarter RET General Overview for members and staff, retirement policy, tax reform, pension reform HOUSE OF REPRESENTATIVES,SENATE 30000   0 0 2018-10-18T13:28:41.083000-04:00
2191472 CHARTWELL STRATEGY GROUP LLC 99fdcf63-f4d9-41fc-a995-4d1bc08d701e Q3 CHARTWELL STRATEGY GROUP LLC 401104750 LPL FINANCIAL, LLC 2018 third_quarter RET General overview for members and staff. HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2018-10-18T13:31:44.163000-04:00
2191474 CHARTWELL STRATEGY GROUP LLC 36bacb31-625f-4fd8-b37f-37f0826bab34 Q3 CHARTWELL STRATEGY GROUP LLC 401104750 EMPOWER RETIREMENT LLC (FKA GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY) 2018 third_quarter RET General Overview for members and staff, retirement policy, financial services, pension reform. HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2018-10-18T13:32:44.867000-04:00
2191509 INTERNATIONAL FEDERATION OF PROFESSIONAL AND TECHNICAL ENGINEERS (IFPTE) 7c4cea03-1e1c-4b08-bc5c-576e2abc5271 Q3 INTERNATIONAL FEDERATION OF PROFESSIONAL AND TECHNICAL ENGINEERS (IFPTE) 19968 INTERNATIONAL FEDERATION OF PROFESSIONAL AND TECHNICAL ENGINEERS (IFPTE) 2018 third_quarter RET Social Security disability adjudication process Social Security disability related legislation ALJ Executive Order pertaining to impact on SSA AlJs HOUSE OF REPRESENTATIVES,SENATE   50000 0 0 2018-10-18T13:43:58.273000-04:00
2191542 P STREET PROJECT, INC. 456300a7-dec0-442e-ac1b-11a9625d6b80 Q3 P STREET PROJECT, INC. 400637928 P STREET PROJECT, INC. 2018 third_quarter RET Expansion of Social Security HOUSE OF REPRESENTATIVES,SENATE     0 0 2018-10-18T13:53:08.930000-04:00
2191582 CAPITOL HILL STRATEGIES, LLC adc02a05-73f3-42d2-aea6-7536b44b2249 Q3 CAPITOL HILL STRATEGIES, LLC 91774 PRINCIPAL FINANCIAL GROUP 2018 third_quarter RET Issues related to proposed Department of Labor regulations on investment advice (Fiduciary Rule) H.R.854 Retirement Security for American Workers Act, provisions relating to retirement plan tax treatment, and reporting requirements under ERISA. H.R.1688 /S.695, A bill to avoid duplicative annual reporting under the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974, and for other purposes; provisions relating to deferred compensation plans and other employee benefit plans and satisfying the requirements of both the Internal Revenue Code and the Employee Retirement Income Security Act of 1974 (ERISA). H.R.4637, SAVE Act of 2017, provisions encouraging retirement savings by modifying requirements with respect to employer-established IRAs. H.R.5282/S.2526, Retirement Enhancement and Savings Act, provisions encouraging workers to save more for retirement, small employer retirement plan coverage, worker participation and education, and facilitates guaranteed lifetime income in retirement. HOUSE OF REPRESENTATIVES,SENATE 30000   0 0 2018-10-18T13:59:17.087000-04:00
2191599 CAPITOL HILL STRATEGIES, LLC 3b362a69-4a37-4d83-b9f5-cb7f97689bf9 Q3 CAPITOL HILL STRATEGIES, LLC 91774 PRUDENTIAL FINANCIAL INC 2018 third_quarter RET Legislation to enhance retirement plan options. HOUSE OF REPRESENTATIVES,SENATE 50000   0 0 2018-10-18T14:03:22.947000-04:00
2191607 AMERICAN BANKERS ASSOCIATION ed697773-64bf-4fe0-927c-f1be26446a4a Q3 AMERICAN BANKERS ASSOCIATION 1785 AMERICAN BANKERS ASSOCIATION 2018 third_quarter RET H.R. 3857, Protecting Advice for Small Savers Act of 2017 Federal Reserve System,HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Office of Management & Budget (OMB),SENATE,Treasury, Dept of,White House Office   2130000 0 0 2018-10-18T14:03:24.510000-04:00
2191747 TRANSPORTATION COMMUNICATIONS NATIONAL UNION/IAM (FKA TRANSPORTATION COMMUNICATI 0223b56e-0f82-4a1c-9dec-8fd9aebdc0f3 Q3 TRANSPORTATION COMMUNICATIONS NATIONAL UNION/IAM (FKA TRANSPORTATION COMMUNICATI 38368 TRANSPORTATION COMMUNICATIONS NATIONAL UNION/IAM (FKA TRANSPORTATION COMMUNICATI 2018 third_quarter RET Railroad Retirement Board (RRB) - TCU meets periodically with the Railroad Retirement Board (RRB) to discuss the Board's operations, the trust's status, occupational disability benefits, and potential policy changes in the future. RRB Funding and RUIA - TCU communicated with the Railroad Retirement Board specifically to discuss their ongoing funding issues and inability to modernize their systems, as well as the Railroad Unemployment Insurance Trust being subject to sequestration. We also discussed these issues with various House and Senate staff, in particular with regards to LHHS funding bills in Congress. AMTRAK - Natl Railroad Passenger Corporation,HOUSE OF REPRESENTATIVES,Railroad Retirement Board,SENATE   210000 0 0 2018-10-18T14:25:02.170000-04:00
2191886 THE ARC OF THE UNITED STATES 15748eb1-06e6-4cd3-95a7-295f1d51910e Q3 THE ARC OF THE UNITED STATES 4174 ARC OF THE UNITED STATES 2018 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's Representative Payee Program. H.R. 3309, Social Security Online Tools Innovation Act S.3345, Economic Security for New Parents Act S.3457, Surviving Widow(er) Income Fair Treatment Act Centers For Medicare and Medicaid Services (CMS),Education, Dept of,Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,SENATE,Social Security Administration (SSA)   40000 0 0 2018-10-18T14:45:51.740000-04:00
2191893 CAPITOL HILL STRATEGIES, LLC 2ecce98e-1c03-45e0-858f-96db01105c1b Q3 CAPITOL HILL STRATEGIES, LLC 91774 DELTA AIR LINES, INC. 2018 third_quarter RET Technical fixes to HR 1, An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018; provisions to enhance retirement plan options HOUSE OF REPRESENTATIVES,SENATE 60000   0 0 2018-10-18T14:45:52.477000-04:00
2191897 RITE AID CORPORATION c036afae-6b77-4b09-89ae-42c984c99c6a Q3 RITE AID CORPORATION 320496 RITE AID CORPORATION 2018 third_quarter RET H.R. 4997, Giving Retirement Options to Workers Act. H.R. 4444, Rehabilitation for Multiemployer Pension Act. S. 2147, Butch Lewis Act. Environmental Protection Agency (EPA),Executive Office of the President (EOP),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Office of Management & Budget (OMB),SENATE,Treasury, Dept of   160000 0 0 2018-10-18T14:46:53.247000-04:00
2191976 CAPITOL HILL STRATEGIES, LLC f458d1a6-8719-4db1-9d92-eab9a1bbb003 Q3 CAPITOL HILL STRATEGIES, LLC 91774 INVESTMENT COMPANY INSTITUTE 2018 third_quarter RET Legislation to enhance retirement plan options. HOUSE OF REPRESENTATIVES,SENATE 40000   0 0 2018-10-18T14:54:18.267000-04:00
2191998 CAPITOL HILL STRATEGIES, LLC 96219965-cf55-4505-8a65-8b12336c78a8 Q3 CAPITOL HILL STRATEGIES, LLC 91774 FMR LLC 2018 third_quarter RET Issues related to finalized Department of Labor regulations on investment advice (Fiduciary Rule) Legislation to enhance retirement plan options HOUSE OF REPRESENTATIVES,SENATE 40000   0 0 2018-10-18T14:56:24.427000-04:00
2192147 INTERNATIONAL BROTHERHOOD OF BOILERMAKERS 40d47cde-eea2-4a74-973d-967fef323d7b Q3 INTERNATIONAL BROTHERHOOD OF BOILERMAKERS 19811 INTERNATIONAL BROTHERHOOD OF BOILERMAKERS 2018 third_quarter RET Multi-employer Pension Reform HOUSE OF REPRESENTATIVES,SENATE   80000 0 0 2018-10-18T15:12:12.123000-04:00
2192553 LAND O'LAKES, INC. cdfb17b4-09f7-4836-be05-23c01cab3f4f Q3 LAND O'LAKES, INC. 22110 LAND O'LAKES INC 2018 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, the Butch Lewis Act of 2018 and H.R. 4444, the Rehabilitation for Multiemployer Pensions Act; and additional proposals to modernize multiemployer plans. Agriculture, Dept of (USDA),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE,U.S. Agency for International Development (USAID),U.S. Trade Representative (USTR)   310000 0 0 2018-10-18T15:51:19.267000-04:00
2192609 INTERNATIONAL ASSOCIATION OF FIRE FIGHTERS e80a081e-9e49-4e24-9fac-de4c380f30b0 Q3 INTERNATIONAL ASSOCIATION OF FIRE FIGHTERS 19753 INTERNATIONAL ASSOCIATION OF FIRE FIGHTERS 2018 third_quarter RET Efforts to undermine public pensions Social Security offsets Federal fire fighter pension calculation Agriculture, Dept of (USDA),Environmental Protection Agency (EPA),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   111000 0 0 2018-10-18T16:01:40.033000-04:00
2192996 LPL FINANCIAL 74afa54a-2bee-4081-b70f-4e31e0453a7f Q3 LPL FINANCIAL 401103478 LPL FINANCIAL 2018 third_quarter RET General interest in retirement issues. General interest in issues in Auto-IRA legislation. HOUSE OF REPRESENTATIVES,SENATE   190000 0 0 2018-10-18T16:47:29.367000-04:00
2193038 FMR LLC ac91d0ec-da71-4c44-8dcc-d95be6f35a69 Q3 FMR LLC 48816 FMR LLC 2018 third_quarter RET Retirement Enhancement and Savings Act (RESA); open MEPs; retirement policy; Family Savings Act of 2018 Federal Deposit Insurance Corporation (FDIC),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Office of the Comptroller of the Currency (OCC),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of   820000 0 0 2018-10-18T16:56:46.900000-04:00
2193153 UNITED FOOD & COMMERCIAL WORKERS INTERNATIONAL UNION 4023faa8-1871-477e-b7b0-e84f9723e452 Q3 UNITED FOOD & COMMERCIAL WORKERS INTERNATIONAL UNION 39121 UNITED FOOD & COMMERCIAL WORKERS INTERNATIONAL UNION 2018 third_quarter RET Met with House and Senate staff regarding multi-employer pensions and S. 2147 the Butch Lewis Act HOUSE OF REPRESENTATIVES,SENATE   170000 0 0 2018-10-18T17:14:25.417000-04:00
2193355 NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION (NRECA) c7c91ff3-a645-44e0-8f87-c83a535c88e7 Q3 NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION (NRECA) 28515 NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION (NRECA) 2018 third_quarter RET H.R. 761/S. 270 - Pension and Budget Integrity Act of 2017. This bill prohibits provisions that increase or extend an increase of Pension Benefit Guaranty Corporation (PBGC) premiums from being counted as an offset to determine budget points of order for legislation in the House or the Senate. DRAFT PBGC and Retirement Security legislation H.R. 1962/S.852 - Retirement Security Preservation Act. This bill amends the Internal Revenue Code to modify the nondiscrimination requirements for certain defined benefit retirement plans that limit participation or certain features to a closed class, such as individuals who were hired before a certain date. H.R. 3596, Rightsizing Pension Premiums Act of 2017 H.R. 5282 / S. 2526 - Retirement Enhancement and Savings Act of 2018 Issues related to H.R.6757 - Family Savings Act of 2018 HOUSE OF REPRESENTATIVES,SENATE   600000 0 0 2018-10-18T17:57:46.393000-04:00
2193436 INVESTMENT COMPANY INSTITUTE cc29eb8b-7112-407a-9452-ae7df23c0689 Q3 INVESTMENT COMPANY INSTITUTE 20128 INVESTMENT COMPANY INSTITUTE 2018 third_quarter RET H.R. 854 - Retirement Security for American Workers Act (Buchanan) H.R. 2055 - Lifetime Income Disclosure Act (Messer) H.R. 4158 - Retirement Plan Modernization Act (Walberg) H.R. 4610 - Receiving Electronic Statements to Improve Retiree Earnings Act (Polis) S. 868 - Lifetime Income Disclosure Act (Isakson) HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of,White House Office   1484905 0 0 2018-10-18T18:30:05.223000-04:00

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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 3597.312ms · Data license: Public Domain (U.S. Government data) · Data source: Federal Register API & Regulations.gov API