lobbying_activities
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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| 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);