lobbying_activities
Data license: Public Domain (U.S. Government data) · Data source: Federal Register API & Regulations.gov API
306 rows where filing_period = "third_quarter", filing_year = 2019 and issue_code = "RET" sorted by filing_year descending
This data as json, CSV (advanced)
Suggested facets: filing_type, income_amount, is_termination, received_date (date)
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2336797 | OWENS-ILLINOIS, INC 4007dc38-91d5-4db2-9339-057ce6f84fc6 | 3T | OWENS-ILLINOIS, INC | 49646 | OWENS-ILLINOIS INC | 2019 | 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) | 150000 | 0 | 1 | 2019-09-05T11:27:06.997000-04:00 | |
| 2337365 | NATIONAL CONFERENCE ON PUBLIC EMPLOYEE RETIREMENT SYSTEMS bde2eb61-7583-4b5c-b3a6-d93b475b062c | Q3 | NATIONAL CONFERENCE ON PUBLIC EMPLOYEE RETIREMENT SYSTEMS | 286291 | NATIONAL CONFERENCE ON PUBLIC EMPLOYEE RETIREMENT SYSTEMS | 2019 | third_quarter | RET | retirement | HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of | 17500 | 0 | 0 | 2019-09-27T09:39:30.297000-04:00 | |
| 2337455 | SOCIAL SECURITY WORKS 0b655fca-fb05-454b-8d5a-fcdd74aa0d45 | Q3 | SOCIAL SECURITY WORKS | 401048957 | SOCIAL SECURITY WORKS | 2019 | third_quarter | RET | edicare Negotiation and Competitive Licensing Act Social Security 2100 Act Student Debt Cancellation Act College for All Medicare for All Act SSI Restoration Act Grandfamilies Act Universal School Meals Program Act Stop the Wait Act Medigap Consumer Protection Act Medicare Dental, Vision and Hearing Benefit Act Against confirmation of David Black PN 87 for Social Security Administration Deputy Commissioner | HOUSE OF REPRESENTATIVES,SENATE,Social Security Administration (SSA) | 12000 | 0 | 0 | 2019-09-30T13:06:35.800000-04:00 | |
| 2337505 | NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION, INC. 4c8fabb7-13dc-4b50-b5f2-60ccda3109dc | Q3 | NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION, INC. | 27742 | NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION, INC. | 2019 | third_quarter | RET | Pension Reform Multiemployer Pension Reform The Giving Retirement Options for Workers Act The Butch Lewis Act (H.R. 397) | HOUSE OF REPRESENTATIVES,Pension Benefit Guaranty Corporation (PBGC),SENATE | 210000 | 0 | 0 | 2019-09-30T15:24:07.327000-04:00 | |
| 2337693 | FORSCEY, PLLC 1659c9b3-44f9-44ba-92d8-2921dba209fa | Q3 | FORSCEY, PLLC | 52880 | WRITERS GUILD OF AMERICA, WEST | 2019 | third_quarter | RET | Work H.R.397-Rehabilitation for Multiemployer Pensions Act and 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 | 2019-10-01T14:27:04.127000-04:00 | |
| 2338144 | DOUCET CONSULTING SOLUTIONS, LLC a19959a7-6d1b-4aae-8386-25164c6a9e40 | Q3 | DOUCET CONSULTING SOLUTIONS, LLC | 401104418 | WILLIAMS AND JENSEN ON BEHALF OF LOS ANGELES COUNTY EMPLOYEES' RETIREMENT SYSTEM | 2019 | third_quarter | RET | Legislation and regulations affecting public pension plans | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2019-10-03T09:52:23.737000-04:00 | |
| 2338260 | MWR CONSULTING 99a782f1-b6c4-4236-a857-ef41b5aa2ae0 | Q3 | MWR CONSULTING | 401104301 | HOLLISTER, INC. | 2019 | third_quarter | RET | Employee Retirement Income Security Act | Centers For Medicare and Medicaid Services (CMS),HOUSE OF REPRESENTATIVES,SENATE | 25000 | 0 | 0 | 2019-10-03T13:59:18.503000-04:00 | |
| 2338677 | NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE 382e271e-39ef-4166-b5f1-2567f74c9a8e | Q3 | NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE | 27467 | NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE | 2019 | third_quarter | RET | Cost of Living Adjustment (COLAs) Relief. H.R. 860/S. 269, the Social Security 2100 Act; H.R. 1170/S. 478, the Social Security Expansion Act; H.R. 1553, the Fair COLA for Seniors Act of 2019; and H.R. 2302/S. 1132, the Protecting and Preserving Social Security Act: Proposals to adopt the Consumer Price Index for the Elderly (CPI-E) for the purpose of determining COLAs for Social Security beneficiaries. Social Security Expansion. H.R. 860/S. 269, the Social Security 2100 Act; H.R. 1170/S. 478, the Social Security Expansion Act; H.R. 2302/S. 1132, the Protecting and Preserving Social Security Act; and H.R. 2654, the Strengthening Social Security Act: Proposals to improve benefits and to strengthen Social Security's financing by altering the payroll tax cap, among other changes. Caregiver Social Security Credits. H.R. 4126, the Social Security Caregiver Credit Act of 2019: 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. Supplemental Security Income (SSI) Restoration. H.R. 4280, the Supplemental Security Income Restoration Act of 2019: 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. 141/S. 521, Social Security Fairness Act of 2019: Proposal to repeal the Government Pension Offset and Windfall Elimination Provision. Social Security Benefit Statement (No bill.) Proposal to have the Social Security Administration resume annual distribution of benefit statements to eligible individuals. Protecting Seniors from Garnishment. (No bill.) Proposal to protect Social Security beneficiaries from having their Social Security benefits garnished to recover unpaid student loans. Disability Adjudication. (No bill.) Proposal to stop the Social Security Administration f… | 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 | 190000 | 0 | 0 | 2019-10-04T13:44:22.567000-04:00 | |
| 2338885 | NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE 471b28a9-b610-4315-a773-331d61786141 | 3A | NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE | 27467 | NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE | 2019 | third_quarter | RET | Cost of Living Adjustment (COLAs) Relief. H.R. 860/S. 269, the Social Security 2100 Act; H.R. 1170/S. 478, the Social Security Expansion Act; H.R. 1553, the Fair COLA for Seniors Act of 2019; and H.R. 2302/S. 1132, the Protecting and Preserving Social Security Act: Proposals to adopt the Consumer Price Index for the Elderly (CPI-E) for the purpose of determining COLAs for Social Security beneficiaries. Social Security Expansion. H.R. 860/S. 269, the Social Security 2100 Act; H.R. 1170/S. 478, the Social Security Expansion Act; H.R. 2302/S. 1132, the Protecting and Preserving Social Security Act; and H.R. 2654, the Strengthening Social Security Act: Proposals to improve benefits and to strengthen Social Security's financing by altering the payroll tax cap, among other changes. Caregiver Social Security Credits. H.R. 4126, the Social Security Caregiver Credit Act of 2019: 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. Supplemental Security Income (SSI) Restoration. H.R. 4280, the Supplemental Security Income Restoration Act of 2019: 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. 141/S. 521, Social Security Fairness Act of 2019: Proposal to repeal the Government Pension Offset and Windfall Elimination Provision. Social Security Benefit Statement (No bill.) Proposal to have the Social Security Administration resume annual distribution of benefit statements to eligible individuals. Protecting Seniors from Garnishment. (No bill.) Proposal to protect Social Security beneficiaries from having their Social Security benefits garnished to recover unpaid student loans. Disability Adjudication. (No bill.) Proposal to stop the Social Security Administration f… | 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 | 190000 | 0 | 0 | 2019-10-07T10:29:25.720000-04:00 | |
| 2338982 | AZOA SERVICES CORP(ALLIANZ OF AMERICA) FORMERLY AZOA SERIVCES CORP/FIREMAN'S FUND(ALLIANZ OF AMERICA e86b9bfa-b8da-4cb6-9a8c-0e1787036d55 | 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 | 2019 | third_quarter | RET | 401 (k) Disclosure: Track Department of Labor rulemaking regarding 401 (k) fee disclosure. Monitor the SEC's proposed Regulation Best Interest. Lobby in support of the Lifetime Income Disclosure Act. Lobby in support of the Retirement Enhancement and Savings Act, Lobby in support of H.R. 1994 - the SECURE Act. Lobby in support of a requirement that the SEC develop a specific initial Filing Form for registered index linked annuities. | Commodity Futures Trading Commission (CFTC),HOUSE OF REPRESENTATIVES,Risk Management Agency,Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of | 550000 | 0 | 0 | 2019-10-07T13:25:58.580000-04:00 | |
| 2339324 | NATIONAL ASSOCIATION OF POSTAL SUPERVISORS e4f03ba2-6a4c-487f-9c06-11eac55b2967 | Q3 | NATIONAL ASSOCIATION OF POSTAL SUPERVISORS | 401075023 | NATIONAL ASSOCIATION OF POSTAL SUPERVISORS | 2019 | third_quarter | RET | H.R. 1254 -- the Equal COLA Act, legislation to provide the same cost-of-living adjustment for Social Security, Civil Service Retirement System and Federal Employee Retirement System annuitants H.R. 141 & S. 521 -- the Social Security Fairness Act, legislation to repeal the Government pension offset and windfall elimination provisions. H.R. 2478 -- legislation to provide retirement credit for certain federal employees who held temporary positions H.R. 3934 -- legislation to modify the Social Security windfall elimination provision formula | HOUSE OF REPRESENTATIVES,Office of Management & Budget (OMB),Office of Personnel Management (OPM),Postal Regulatory Commission,SENATE,Treasury, Dept of,U.S. Postal Service (USPS) | 15000 | 0 | 0 | 2019-10-08T12:58:08.377000-04:00 | |
| 2339405 | MERCURY PUBLIC AFFAIRS, LLC 8cc7038e-f58b-41c0-a904-eadec2f5dc90 | Q3 | MERCURY PUBLIC AFFAIRS, LLC | 70175 | PRIMERICA, INC. | 2019 | 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 | 2019-10-08T14:23:31.920000-04:00 | |
| 2339482 | SOUTH RIVER ADVOCACY 28d5f5f4-9f37-4609-8c06-1602bfbf6c27 | Q3 | SOUTH RIVER ADVOCACY | 401105418 | UPS | 2019 | third_quarter | RET | HR 397 Butch Lewis Act, advocated to protect multiemployer pensions and Senate companion bill S 2254 | Congressional Budget Office (CBO),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE | 34020 | 0 | 0 | 2019-10-08T20:36:10.427000-04:00 | |
| 2339503 | FLEET RESERVE ASSOCIATION 2091837b-c3a7-41de-8ae9-83edd5046a40 | Q3 | FLEET RESERVE ASSOCIATION | 14781 | FLEET RESERVE ASSOCIATION | 2019 | third_quarter | RET | H.R.303 - Retired Pay Restoration Act, S.208 - Retired Pay Restoration, H.R.333 - Disabled Veterans Tax Termination, S.622 - Military Widow's Tax Elimination, H.R.553 - Military Surviving Spouses Equity, H.R.464 - Improve dependency and indemnity compensation for survivors of certain totally disabled veterans, S.1370/H.R.2481 - Gold Star Family Tax Relief Act | HOUSE OF REPRESENTATIVES,SENATE | 120000 | 0 | 0 | 2019-10-09T08:32:30.210000-04:00 | |
| 2339801 | MR. MARK REY d9ed248a-c255-4215-a284-1d08bf00fd30 | Q3 | MR. MARK REY | 400454181 | NATIONAL OLDER WORKERS CAREER CENTER | 2019 | third_quarter | RET | Assisting retired federal workers secure new employment opportunities | HOUSE OF REPRESENTATIVES,Interior, Dept of (DOI),SENATE,U.S. Forest Service | 6000 | 0 | 0 | 2019-10-09T14:42:11.673000-04:00 | |
| 2339968 | NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS 30ba9d88-af87-4154-8cea-e572c1f8e961 | Q3 | NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS | 26901 | NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS | 2019 | third_quarter | RET | Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products. Issues related to individuals and business investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties, and safe harbors. | Centers For Medicare and Medicaid Services (CMS),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of | 590412 | 0 | 0 | 2019-10-10T16:04:23.723000-04:00 | |
| 2340044 | SUMMIT STRATEGIES GOVERNMENT AFFAIRS LLC 31f0bf86-1bcd-4968-b609-1261913f2096 | Q3 | SUMMIT STRATEGIES GOVERNMENT AFFAIRS LLC | 401103550 | THE ASSOCIATION OF UNION CONSTRUCTORS | 2019 | third_quarter | RET | Issues related to multiemployer pension reform. H.R. 397, the Rehabilitation for Multiemployer Pensions Act. | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2019-10-10T16:04:59.880000-04:00 | |
| 2340101 | DAVIS & HARMAN LLP 894d4e5d-92c0-4b62-905c-427e818de505 | Q3 | DAVIS & HARMAN LLP | 11674 | LINCOLN NATIONAL CORPORATION | 2019 | third_quarter | RET | Comprehensive pension and retirement savings legislation. H.R. 1007/S. 972, Retirement Enhancement and Savings Act (RESA). H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). H. R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 4610/S. 3795 RETIRE Act (115th Congress). S. 1431, Retirement Security and Savings Act. S. 2370 Automatic IRA Act. | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2019-10-10T16:05:32.740000-04:00 | |
| 2340174 | CAPITOL HILL STRATEGIES, LLC 64e37c4a-a315-460f-ac59-cd4bd35d258e | Q3 | CAPITOL HILL STRATEGIES, LLC | 91774 | PRUDENTIAL FINANCIAL INC | 2019 | third_quarter | RET | Issues relating to retirement security and proposals to enhance and improve retirement savings. Legislation to enhance retirement plan options | HOUSE OF REPRESENTATIVES,SENATE | 50000 | 0 | 0 | 2019-10-10T16:06:17.427000-04:00 | |
| 2340191 | CAPITOL HILL STRATEGIES, LLC 25803d94-4d2b-4975-9713-b575bbd25393 | Q3 | CAPITOL HILL STRATEGIES, LLC | 91774 | INVESTMENT COMPANY INSTITUTE | 2019 | third_quarter | RET | Issues relating to retirement security and proposals to enhance and improve retirement savings. | HOUSE OF REPRESENTATIVES,SENATE | 40000 | 0 | 0 | 2019-10-10T16:06:23.023000-04:00 | |
| 2340198 | CAPITOL HILL STRATEGIES, LLC c3eda582-cab2-468d-8756-2d733537a949 | Q3 | CAPITOL HILL STRATEGIES, LLC | 91774 | PRINCIPAL FINANCIAL GROUP | 2019 | third_quarter | RET | Issues relating to retirement security and proposals to enhance and improve retirement savings. | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2019-10-10T16:06:26.460000-04:00 | |
| 2340252 | WEST FRONT STRATEGIES LLC 4191249c-ce10-477b-8351-3a6224759a35 | Q3 | WEST FRONT STRATEGIES LLC | 401103493 | PRUDENTIAL FINANCIAL, INC. | 2019 | third_quarter | RET | Issues related to retirement security, including H.R. 1994, Setting Every Community Up for Retirement Enhancement Act. | HOUSE OF REPRESENTATIVES,SENATE | 50000 | 0 | 0 | 2019-10-10T16:25:54.017000-04:00 | |
| 2340377 | SIGNAL GROUP CONSULTING, LLC 67c940a4-80f2-4b5a-8d9a-0ebc8bfd3bbd | 3T | SIGNAL GROUP CONSULTING, LLC | 73271 | NETJETS INC. | 2019 | third_quarter | RET | Issues associated with pilot retirement. | HOUSE OF REPRESENTATIVES,Natl Transportation Safety Board (NTSB),SENATE,Transportation, Dept of (DOT) | 60000 | 0 | 1 | 2019-10-10T19:58:09.083000-04:00 | |
| 2340420 | LUSSIER, GREGOR, VIENNA & ASSOCIATES 2a737dc8-9be5-41db-a12a-7ab43ecff099 | Q3 | LUSSIER, GREGOR, VIENNA & ASSOCIATES | 40065 | RETIRED STATE COUNTY & MUNICIPAL EMPLOYEES OF MASSACHUSETTS ASSOCIATION | 2019 | third_quarter | RET | Support for legislation to amend the Windfall Elimination Provision of the Social Security Law. | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2019-10-11T09:21:46.870000-04:00 | ||
| 2340561 | SQUIRE PATTON BOGGS c900087d-83a3-4a32-a8cd-1e2fae04b50c | Q3 | SQUIRE PATTON BOGGS | 30906 | AON SERVICE CORPORATION (FKA AON HEWITT) | 2019 | third_quarter | RET | Advice regarding retirement-related legislation and regulatory reform. | HOUSE OF REPRESENTATIVES,SENATE | 50000 | 0 | 0 | 2019-10-11T11:43:14.097000-04:00 | |
| 2340672 | SENTRY INSURANCE COMPANY (FORMERLY SENTRY INSURANCE A MUTUAL COMPANY) b39e6d60-b32e-4bc0-a20e-7fa6a75f2c1e | Q3 | SENTRY INSURANCE COMPANY (FORMERLY SENTRY INSURANCE A MUTUAL COMPANY) | 401104022 | SENTRY INSURANCE COMPANY (FORMERLY SENTRY INSURANCE A MUTUAL COMPANY) | 2019 | third_quarter | RET | HR 1994 Setting Every Community Up for Retirement Enhancement Act of 2019, all provisions - monitoring this bill | HOUSE OF REPRESENTATIVES,SENATE | 60000 | 0 | 0 | 2019-10-11T13:55:18.903000-04:00 | |
| 2340927 | DANEA KEHOE 323480d4-bdf4-453c-9f57-61d68845d201 | Q3 | DANEA KEHOE | 67570 | NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS | 2019 | third_quarter | RET | RESA, SECURE Act | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE | 10000 | 0 | 0 | 2019-10-13T05:47:15.950000-04:00 | |
| 2340945 | INTERNATIONAL UNION OF POLICE ASSOCIATIONS, AFL-CIO 25c58321-4591-49d5-bebc-b2c02c4980d0 | Q3 | INTERNATIONAL UNION OF POLICE ASSOCIATIONS, AFL-CIO | 50400 | INTERNATIONAL UNION OF POLICE ASSOCIATIONS AFL-CIO | 2019 | third_quarter | RET | HR 1156, S 521, HR 1210, HR 4527 | HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),SENATE | 20000 | 0 | 0 | 2019-10-13T10:58:27.213000-04:00 | |
| 2341255 | KEVIN KAYES 07ed9f44-2c4e-42eb-b89c-9aa45c88d38e | Q3 | KEVIN KAYES | 401104434 | ARCBEST | 2019 | third_quarter | RET | Issues related to multi-employer retirement plans. H.R. 397, The Butch Lewis Act | HOUSE OF REPRESENTATIVES,SENATE | 40000 | 0 | 0 | 2019-10-14T11:38:57.183000-04:00 | |
| 2341257 | KEVIN KAYES afba2399-2dc0-430c-b4f7-a12ebe38cec5 | Q3 | KEVIN KAYES | 401104434 | THE BROADWAY LEAGUE INC. | 2019 | third_quarter | RET | Issues related to multi-employer pension plans. H.R. 397, The Butch Lewis Act | HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of | 40000 | 0 | 0 | 2019-10-14T11:40:57.843000-04:00 | |
| 2341341 | DAVIS & HARMAN LLP 1b94bffb-4834-46a9-b678-dd20bdbb1403 | Q3 | DAVIS & HARMAN LLP | 11674 | AMERICAN BENEFITS COUNCIL | 2019 | 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 Form 5500 filing and missing participants. Issues related to the 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. Proposals related to disaster relief. Issues related to P.L. 115-97. H.R. 3910, to amend the Internal Revenue Code of 1986 to make lifetim… | HOUSE OF REPRESENTATIVES,SENATE | 50000 | 0 | 0 | 2019-10-14T12:42:27.210000-04:00 | |
| 2341681 | RICH FEUER ANDERSON f730c03d-7737-44ef-9b26-d8e8f2752a3a | Q3 | RICH FEUER ANDERSON | 84775 | BLACKROCK FUNDS SERVICES GROUP LLC (FORMERLY BLACKROCK CAPITAL MANAGEMENT INC.) | 2019 | third_quarter | RET | Issues related to retirement security and savings, including retirement income products, retirement income disclosures, H.R.1007, the "Retirement Enhancement and Savings Act of 2019," S.972, the "Retirement Enhancement and Savings Act of 2019," H.R. 1994, the "SECURE Act," S.1431, the "Retirement Security and Savings Act of 2019," S.1574, the "Lifetime Income Disclosure Act," and H.R.397, the Rehabilitation for Multiemployer Plans Act. | HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE | 80000 | 0 | 0 | 2019-10-14T16:33:43.847000-04:00 | |
| 2342007 | WINNING STRATEGIES WASHINGTON 74f857c7-d618-4574-aa09-8cce9531f7bf | Q3 | WINNING STRATEGIES WASHINGTON | 50796 | NATIONAL TROOPERS COALITION | 2019 | third_quarter | RET | Retirement issues | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2019-10-15T11:06:00.017000-04:00 | |
| 2342116 | WINNING STRATEGIES WASHINGTON 343b54c9-d3fd-40ea-b75f-6745394b67d7 | Q3 | WINNING STRATEGIES WASHINGTON | 50796 | PRUDENTIAL | 2019 | third_quarter | RET | Retirement | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2019-10-15T11:26:41.567000-04:00 | |
| 2342366 | AMERICAN POSTAL WORKERS UNION, AFL-CIO 68345959-2f03-45db-89e8-01b07e492263 | Q3 | AMERICAN POSTAL WORKERS UNION, AFL-CIO | 3138 | AMERICAN POSTAL WORKERS UNION AFL-CIO | 2019 | third_quarter | RET | Support of H.R. 1170/S. 478, the Social Security Expansion Act Support of H.R. 141/S. 521, the Social Security Fairness Act Support of H.R. 2478, the Federal Retirement Fairness Act | HOUSE OF REPRESENTATIVES,SENATE | 100000 | 0 | 0 | 2019-10-15T12:36:09.287000-04:00 | |
| 2342510 | DEAN FOODS COMPANY a5503870-5b00-4852-b643-96c7963bb6db | Q3 | DEAN FOODS COMPANY | 58396 | DEAN FOODS COMPANY | 2019 | third_quarter | RET | Proposals relating to multiemployer pension plans, including H.R. 397, the Rehabilitation for Multiemployer Pensions Act, S. 2254, the Butch Lewis Act of 2019, and other proposals and related issues. | Agriculture, Dept of (USDA),HOUSE OF REPRESENTATIVES,SENATE | 110000 | 0 | 0 | 2019-10-15T13:45:51.677000-04:00 | |
| 2342851 | FINANCIAL EXECUTIVES INTERNATIONAL 25a9ce9f-6311-4680-8d13-fd183338af5d | Q3 | FINANCIAL EXECUTIVES INTERNATIONAL | 14520 | FINANCIAL EXECUTIVES INTERNATIONAL | 2019 | third_quarter | RET | Pension and retirement regulations and legislation | Commodity Futures Trading Commission (CFTC),Defense Contract Audit Agency (DCAA),Defense, Dept of (DOD),Government Accountability Office (GAO),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Natl Economic Council (NEC),Office of Management & Budget (OMB),Pension Benefit Guaranty Corporation (PBGC),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of | 21800 | 0 | 0 | 2019-10-15T15:10:30.547000-04:00 | |
| 2342935 | THE CAPITAL GROUP COMPANIES, INC. AND ITS AFFILIATES 88429bbd-bcc8-4fc6-9ba0-cf1507637ae4 | Q3 | THE CAPITAL GROUP COMPANIES, INC. AND ITS AFFILIATES | 401103539 | THE CAPITAL GROUP COMPANIES, INC. AND ITS AFFILIATES | 2019 | third_quarter | RET | Retirement savings and proposed fiduciary standards. | Education, Dept of,HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of | 450000 | 0 | 0 | 2019-10-15T15:26:52.033000-04:00 | |
| 2342943 | CASSIDY & ASSOCIATES, INC. 6aefc0a0-7ac5-4b40-84c1-3d71829038b8 | Q3 | CASSIDY & ASSOCIATES, INC. | 8453 | SOCIETY OF ACTUARIES | 2019 | third_quarter | RET | General legislative issues related to actuarial profession | HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of | 20000 | 0 | 0 | 2019-10-15T15:26:52.783000-04:00 | |
| 2342959 | NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC. 7c4c5ca7-b740-4c61-aca0-2385652fc100 | Q3 | NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC. | 26980 | NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC. | 2019 | third_quarter | RET | Social Security Fairness Act; Windfall Elimination Provision (WEP) reform; protecting and preserving public pension plans; Rehabilitation for Multiemployer Pensions Act; Social Security Fairness for Firefighters and Police Officers Act | Bureau of Justice Assistance,HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),Office of Justice Program,SENATE,White House Office | 40000 | 0 | 0 | 2019-10-15T15:30:55.753000-04:00 | |
| 2343033 | TREA SENIOR CITIZENS LEAGUE 2ed52910-4f83-4c12-b272-9c1952ee44ee | Q3 | TREA SENIOR CITIZENS LEAGUE | 38426 | TREA SENIOR CITIZENS LEAGUE | 2019 | third_quarter | RET | Social Security Cost of Living Adjustment: H.R. 1553, H.R. 46 and H.R. 2787. Social Security Reform: S. 521 and H.R. 1170 and S. 478 and S. 269 and H.R. 860. | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2019-10-15T15:51:19.587000-04:00 | ||
| 2343149 | HANCE SCARBOROUGH d7a8bcbb-a86f-4264-a5b7-b111071accdf | Q3 | HANCE SCARBOROUGH | 17443 | ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS | 2019 | third_quarter | RET | Issues related to federal education policy. Social Security for Public Retirees, S.634 Education Freedom Scholarships and Opportunity. | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2019-10-15T16:36:13.807000-04:00 | |
| 2343431 | THORN RUN PARTNERS 7d48fb11-0cdd-4a68-9faa-0c9c22067633 | Q3 | THORN RUN PARTNERS | 400534596 | JACKSON NATIONAL LIFE INSURANCE COMPANY | 2019 | third_quarter | RET | Rules on plan fiduciaries' responsibilities with respect to brokerage windows in 401(k)s. H.R.5282/S.2526, Retirement Enhancement and Savings Act of 2019; H. R. 1994, Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019. | HOUSE OF REPRESENTATIVES,SENATE | 50000 | 0 | 0 | 2019-10-16T08:49:18.610000-04:00 | |
| 2343495 | AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES ce05c64a-e5f2-4f60-bdf9-6283dcc4d82c | Q3 | AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES | 3481 | AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES | 2019 | 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 | 131786 | 0 | 0 | 2019-10-16T09:28:41.287000-04:00 | |
| 2343527 | DAVIS & HARMAN LLP 6448c3f9-4a14-406c-b06a-4983ae32c646 | Q3 | DAVIS & HARMAN LLP | 11674 | TIAA | 2019 | third_quarter | RET | Issues related to tax incentives for retirement savings. Issues regarding investment offerings in defined contribution plans. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase annuitization within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. Proposals that would consolidate various retirement and IRA types. H.R. 4610/S. 3795, RETIRE Act (115th Congress). H.R. 1007/S.972, Retirement Enhancement and Savings Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 1084, Family Savings Act. S. 1431, Retirement Security and Savings Act of 2019. H.R. 1439, Increasing Access to a Secure Retirement Act of 2019. H.R. 3078, Expanding Access to Retirement Savings for Caregivers Act. | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2019-10-16T09:42:54.860000-04:00 | |
| 2343544 | DAVIS & HARMAN LLP 7396b7c0-b2f7-4c7d-ba11-aef101bdc39e | Q3 | DAVIS & HARMAN LLP | 11674 | SPARK INSTITUTE | 2019 | third_quarter | RET | Issues related to tax incentives for retirement savings. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Issues related to recordkeeping simplification for 401(k) plans. Issues related to lifetime income and auto features. H.R. 4610/S. 3795, RETIRE Act (115th Congress). H.R. 1907 Retirement Security for American Workers. H.R. 1007/S. 972, Retirement Enhancement and Savings Act (115th Congress). H.R. 1439, Increasing Access to a Secure Retirement Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act. | HOUSE OF REPRESENTATIVES | 10000 | 0 | 0 | 2019-10-16T09:48:03.957000-04:00 | |
| 2343546 | DAVIS & HARMAN LLP a0321a32-6bfc-4f6c-95a1-701b777294f1 | Q3 | DAVIS & HARMAN LLP | 11674 | MISSIONSQUARE RETIREMENT | 2019 | third_quarter | RET | Proposals related to retirement and retiree health savings and collective investment trusts. H.R. 4610/S. 3795, RETIRE Act (115th Congress). H.R. 1007/S. 972, Retirement Enhancement and Savings Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement (SECURE) Act. S. 1431, Retirement Security and Savings Act. | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2019-10-16T09:49:04.617000-04:00 | |
| 2343558 | DAVIS & HARMAN LLP b23e3d12-88bf-4499-832e-65e70418cc1b | Q3 | DAVIS & HARMAN LLP | 11674 | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | 2019 | third_quarter | RET | Issues related to tax incentives for retirement savings. Issues related to electronic delivery of IRC-and ERISA-mandated statements and disclosures. Issues related to lifetime income. Proposals related to tax treatment of retirement plans, IRAs, and annuity products. H.R. 4610/S. 3795, RETIRE Act (115th Congress). H.R. 1439, Increasing Access to a Secure Retirement Act. H.R. 1084, Family Savings Act. Executive Order 13847, Strengthening Retirement Security in America. S. 1431, Retirement Security and Savings Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act. S. 321, Retirement Security Act. H.R. 1007/S. 972, Retirement Enhancement and Savings Act. H.R. 4523, the Automatic Retirement Plan Act (115th Congress). H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). H.R. 4637, the SAVE Act (115th Congress). | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2019-10-16T09:54:09.643000-04:00 | |
| 2343565 | DAVIS & HARMAN LLP 9296ad73-034f-4f04-9d96-3ae5ccf478dd | Q3 | DAVIS & HARMAN LLP | 11674 | INSPIRA FINANCIAL | 2019 | third_quarter | RET | Issues related to retirement savings. Issues related to automatic rollovers, missing participants, PBGC, and cash-out limits. H.R. 4158, the Retirement Plan Modernization Act (115th Congress). S. 2474/ H.R. 6540, Retirement Savings Lost and Found Act(115th Congress). H.R. 1007/ S.972, Retirement Enhancement and Savings Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act. S. 1431, Retirement Security and Savings Act of 2019. S. 321, Retirement Security Act of 2019. | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2019-10-16T09:55:12.387000-04:00 | ||
| 2343566 | DAVIS & HARMAN LLP f7585e66-e0b8-449f-81e5-5425f90355b7 | Q3 | DAVIS & HARMAN LLP | 11674 | VANGUARD GROUP | 2019 | third_quarter | RET | Issues related to tax incentives for retirement savings. Issues related to employee benefit plan administration and electronic delivery of ERISA-mandated statements and disclosures, including: H.R. 4610/S. 3795, RETIRE Act (115th Congress). H.R. 1994, Setting Every Community Up for Retirement Enhancement (SECURE) Act. H.R. 1007/S. 972, Retirement Enhancement and Savings Act. Executive Order 13847, Strengthening Retirement Security in America. | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2019-10-16T09:56:13.047000-04:00 | |
| 2343640 | NATIONAL RURAL LETTER CARRIERS' ASSOCIATION 4c66cbf9-f86c-49f0-a6de-6084417279c9 | Q3 | NATIONAL RURAL LETTER CARRIERS' ASSOCIATION | 28526 | NATIONAL RURAL LETTER CARRIERS' ASSOCIATION | 2019 | third_quarter | RET | H.R. 4540-"Public Servants Protection and Fairness Act"-this legislation would amend the Social Security Act to provide an equitable Social Security formula for individuals affected by the Windfall Elimination Provision. The NRLCA supports this bill. | HOUSE OF REPRESENTATIVES,SENATE,White House Office | 125000 | 0 | 0 | 2019-10-16T10:14:40.223000-04:00 | |
| 2343766 | PUBLIC PRIVATE STRATEGIES a26a9993-d466-409d-8477-2ca93987a8a5 | Q3 | PUBLIC PRIVATE STRATEGIES | 401104830 | ETSY | 2019 | third_quarter | RET | Portable benefits, including expanded retirement options for microbusiness owners, H.R. 1944, S.972, H.R. 1007 | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Small Business Administration (SBA),U.S. Trade Representative (USTR) | 30000 | 0 | 0 | 2019-10-16T10:41:28.750000-04:00 | |
| 2343859 | CHARTWELL STRATEGY GROUP LLC 9c8c7793-9287-41c3-88ad-fac2bb2f4fe8 | Q3 | CHARTWELL STRATEGY GROUP LLC | 401104750 | BOSTON ASSET MANAGEMENT ASSOCIATION, INC. | 2019 | third_quarter | RET | General overview for members and staff. | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2019-10-16T11:01:55.143000-04:00 | |
| 2343879 | CHARTWELL STRATEGY GROUP LLC ab463fd5-bd7d-4852-9619-2a83a20d0a7e | Q3 | CHARTWELL STRATEGY GROUP LLC | 401104750 | EMPOWER RETIREMENT LLC (FKA GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY) | 2019 | third_quarter | RET | General overview for members and staff, retirement policy, financial services, pension reform. | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2019-10-16T11:07:02.647000-04:00 | |
| 2343886 | CHARTWELL STRATEGY GROUP LLC ecbf4483-c39b-45bb-98e1-81c662785278 | Q3 | CHARTWELL STRATEGY GROUP LLC | 401104750 | LPL FINANCIAL, LLC | 2019 | third_quarter | RET | General overview for members and staff. | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2019-10-16T11:10:06.307000-04:00 | |
| 2343901 | CHARTWELL STRATEGY GROUP LLC eabf1b76-171e-411b-b5d2-53861be0bdc9 | Q3 | CHARTWELL STRATEGY GROUP LLC | 401104750 | PUTNAM INVESTMENTS | 2019 | third_quarter | RET | General overview for members and staff, retirement policy, tax reform, pension reform. | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2019-10-16T11:14:13.763000-04:00 | |
| 2343931 | PRIMERICA LIFE INSURANCE COMPANY 3fbcc25d-53cf-4cf0-8b28-0dccbfa7c66f | Q3 | PRIMERICA LIFE INSURANCE COMPANY | 400305428 | PRIMERICA LIFE INSURANCE COMPANY | 2019 | third_quarter | RET | U.S. Securities and Exchange Commission (SEC) final rule to establish a best interest standard for broker-dealers making recommendations to retail customers (RIN 3235-AM35); U.S. SEC final rule to require registered investment advisers and registered broker-dealers to provide a relationship summary to retail investors (RIN 3235-AL27); U.S. SEC final interpretation of the standard of conduct for investment advisers under the Investment Advisers Act of 1940 (RIN 3235-AM36); Proposed rulemaking on fiduciary rule and prohibited transaction exemptions (RIN 1210-AB82); HR 1994, the Setting Every Community Up for Retirement Enhancement Act of 2019 Sec. 401, Modification of Required Distribution rules for designated beneficiaries. | HOUSE OF REPRESENTATIVES,SENATE | 340000 | 0 | 0 | 2019-10-16T11:25:26.443000-04:00 | |
| 2344421 | DAVIS & HARMAN LLP 5bc02c69-72ad-42fb-bdf4-f883243897bc | Q3 | DAVIS & HARMAN LLP | 11674 | EDWARD JONES INVESTMENTS | 2019 | third_quarter | RET | Proposals related to limited partnerships. Proposals related to small business retirement issues. SIMPLE IRAs. Issues related to Internal Revenue Code Section 199A. Required minimum distribution issues. H.R. 1084, Family Savings Act. S. 1431, Retirement Security and Savings Act. S. 321, Retirement Security Act. S. 322, SIMPLE Plan Modernization Act. H.R. 1007/S. 972, Retirement Enhancement and Savings Act. H. R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). H.R. 41117, IRA Preservation Act. H.R. 3877, Bipartisan Budget Act. | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2019-10-16T14:21:15.943000-04:00 | |
| 2344442 | DAVIS & HARMAN LLP 97a86df5-b692-4ab6-bb69-91a7e19bf553 | Q3 | DAVIS & HARMAN LLP | 11674 | STATE STREET BANK AND TRUST CO. | 2019 | 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 (115th Congress). 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 (115th Congress). H.R. 4523, the Automatic Retirement Plan Act (115th Congress). H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). 403(b) investments. Annuity defaults. Executive Order 13847, Strengthening Retirement Security in America. Annuity tax credit. S. 1431, Retirement Security and Savings Act. S. 1011, to modify the requirements for multiple employer plans, and for other purposes. S. 321, Retirement Security Act. H.R. 1007/S. 972, Retirement Enhancement and Savings Act. H.R. 1084, Family Savings Act. H. R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 4637, the SAVE Act (115th Congress). H.R. 3877, Bipartisan Budget Act. | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2019-10-16T14:23:24.913000-04:00 | |
| 2344484 | DAVIS & HARMAN LLP 741d677f-5009-4320-a206-0aef0ac2bf0b | Q3 | DAVIS & HARMAN LLP | 11674 | NATIONWIDE INSURANCE COMPANIES | 2019 | 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 related to self correcting inadvertent plan errors. Proposals that would consolidate various retirement and IRA types. Proposals related to annuity incentives. Proposals related to electronic disclosure, including H.R. 4610/S. 3795, the RETIRE Act (115th Congress). H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). H.R. 1439, Increasing Access to a Secure Retirement Act. S. 1431, Retirement Security and Savings Act. S. 1011, to modify the requirements for multiple employer plans, and for other purposes. S. 321, Retirement Security Act. H.R. 1007/S. 972, Retirement Enhancement and Savings Act. H.R. 1084, Family Savings Act. H. R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 3877, Bipartisan Budget Act. | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2019-10-16T14:29:37.950000-04:00 | |
| 2344509 | DAVIS & HARMAN LLP a2c9b0dc-4731-47c2-b729-fb264275355e | Q3 | DAVIS & HARMAN LLP | 11674 | LPL FINANCIAL | 2019 | third_quarter | RET | Proposals to enhance retirement savings opportunities for employers, employees, and individuals, including self correcting inadvertent plan errors. Small business tax credit. Issues related to the Department of Labor's regulation defining fiduciary. Required minimum distribution issues. SIMPLE IRAs. H.R. 1938, Small Employer Retirement Savings Auto-Enrollment Credit Act. H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). S. 1431, Retirement Security and Savings Act. S. 321, Retirement Security Act. S. 322, SIMPLE Plan Modernization Act. H.R. 1084, Family Savings Act. H.R. 1007/S. 972, Retirement Enhancement and Savings Act. H. R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 4637, the SAVE Act (115th Congress). H.R. 3877, Bipartisan Budget Act. | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2019-10-16T14:34:44.550000-04:00 | |
| 2344568 | INVESTMENT COMPANY INSTITUTE a840ffe8-4853-4e88-8111-7da1224373dc | Q3 | INVESTMENT COMPANY INSTITUTE | 20128 | INVESTMENT COMPANY INSTITUTE | 2019 | third_quarter | RET | H.R. 2367 - Lifetime Income Disclosure Act (Pocan) S. 1574 - Lifetime Income Disclosure Act (Isakson) Receiving Electronic Statements to Improve Retiree Earnings Act Department of Labor Fiduciary Rulemaking | Federal Housing Finance Agency (FHFA),HOUSE OF REPRESENTATIVES,SENATE | 1310000 | 0 | 0 | 2019-10-16T14:49:06.377000-04:00 | |
| 2344626 | LAND O'LAKES, INC. 5a5d1f21-5ed1-438c-95d6-55343f16a88a | Q3 | LAND O'LAKES, INC. | 22110 | LAND O'LAKES INC | 2019 | third_quarter | RET | Pension Accountability Act, S. 833 | Agriculture, Dept of (USDA),Federal Communications Commission (FCC),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,U.S. Agency for International Development (USAID),U.S. Trade Representative (USTR) | 400000 | 0 | 0 | 2019-10-16T15:04:31.170000-04:00 | |
| 2344664 | DAVIS & HARMAN LLP 42567e39-bbfb-4025-8a36-f5de9ecdb0c7 | Q3 | DAVIS & HARMAN LLP | 11674 | FMR LLC | 2019 | third_quarter | RET | H.R. 4610/S.3795, RETIRE Act (115th Congress). Executive Order 13847, Strengthening Retirement Security In America. S. 1431, Retirement Security and Savings Act. S. 1011, to modify the requirements for multiple employer plans, and for other purposes. S. 322, SIMPLE Plan Modernization Act. S. 321, Retirement Security Act. H.R. 1007/S. 971, Retirement Enhancement and Savings Act. H. R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 4637, the SAVE Act (115th Congress). H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). H.R. 3877, Bipartisan Budget Act. | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2019-10-16T15:14:40.883000-04:00 | |
| 2344675 | DAVIS & HARMAN LLP 4bfe9c49-9c50-4458-acea-d35655c12b76 | Q3 | DAVIS & HARMAN LLP | 11674 | BROKER/DEALER COORDINATION GROUP | 2019 | 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. Legislative proposals to address the fiduciary issue. State fiduciary rules. | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2019-10-16T15:16:46.213000-04:00 | |
| 2344732 | DAVIS & HARMAN LLP 207cb506-5a97-4c53-ac80-7a82e269bd3b | Q3 | DAVIS & HARMAN LLP | 11674 | TRANSAMERICA LIFE INSURANCE COMPANY | 2019 | third_quarter | RET | Proposals related to retirement plans for small business. Proposals to reform the multiple employer plan rules. Guidance related to nondiscrimination rules for defined contribution plan annuity investment products. Issues related to tax incentives for retirement savings. Issues related to income investment options. Proposals related to electronic disclosure, including H.R. 4610/S. 3795, the RETIRE Act (115th Congress). Plan consolidation. Proposals to amend the Internal Revenue Code and ERISA to avoid duplicative annual reporting, including H.R. 982 and S. 354. H.R. 3910, to make lifetime income and managed account options of defined contribution retirement savings plans portable (115th Congress). H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). Executive Order 13847, Strengthening Retirement Security in America. S. 1431, Retirement Security and Savings Act. S. 1011, to modify the requirements for multiple employer plans, and for other purposes. S. 321, Retirement Security Act. H.R. 1007/S. 972, Retirement Enhancement and Savings Act. H.R. 1084, Family Savings Act. H. R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 4523, the Automatic Retirement Plan Act (115th Congress). H.R. 4637, the SAVE Act (115th Congress). H.R. 3877, Bipartisan Budget Act. | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2019-10-16T15:26:11.907000-04:00 | |
| 2344740 | DAVIS & HARMAN LLP 180b6480-626c-4056-8062-433279d2dc55 | Q3 | DAVIS & HARMAN LLP | 11674 | WILLIS NORTH AMERICA INC | 2019 | third_quarter | RET | Issues related to government issued mortality tables. Issues related to tax incentives for retirement savings. Retirement assumption issues. S. 1431, Retirement Security and Savings Act. H.R. 1007/S. 972, Retirement Enhancement and Savings Act (RESA). H.R. 1994, Setting Every Community Up for Retirement Enhancement Act (SECURE). H.R. 3877, Bipartisan Budget Act. | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2019-10-16T15:27:15.847000-04:00 | ||
| 2344779 | DAVIS & HARMAN LLP ec85ad4a-3274-4de1-8647-760f050cd8da | Q3 | DAVIS & HARMAN LLP | 11674 | NATIONAL RURAL ELECTRIC COOPERATIVE ASSN | 2019 | 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 (115th Congress). Proposals related to defined benefit plan administration. H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). S. 1431, Retirement Security and Savings Act . H.R. 4610/S.3795, RETIRE Act (115th Congress). H.R. 1007/S. 972, Retirement Enhancement and Savings Act. H.R. 1084, Family Savings Act. H. R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 3877, Bipartisan Budget Act. S. 2352, Retirement Security Preservation Act. | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2019-10-16T15:33:35.680000-04:00 | |
| 2344788 | DAVIS & HARMAN LLP 2e97c727-6c9e-4db7-9122-0379b14c3401 | Q3 | DAVIS & HARMAN LLP | 11674 | MCCLATCHY COMPANY | 2019 | third_quarter | RET | Plan Funding Relief. H.R. 1007/S. 972 Retirement Enhancement and Savings Act. H.R. 1916, Save Community Newspaper Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 3877, Bipartisan Budget Act. | HOUSE OF REPRESENTATIVES,SENATE | 40000 | 0 | 0 | 2019-10-16T15:34:40.307000-04:00 | |
| 2344930 | DYKEMA GOSSETT PLLC f0bda258-d2d5-42e3-9812-b35bffc5c2d9 | Q3 | DYKEMA GOSSETT PLLC | 12915 | JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) | 2019 | third_quarter | RET | Lobbied on Retirement Enhancement and Savings Account S.972. Lobbied on The Setting Every Community Up for Retirement Enhancement Act (SECURE Act) H.R. 1994. | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2019-10-16T16:18:26.237000-04:00 | |
| 2344950 | UPS (UNITED PARCEL SERVICE) 65da86c7-ca72-4d4e-98f6-6f0eb8f0d3e4 | Q3 | UPS (UNITED PARCEL SERVICE) | 39223 | UPS (UNITED PARCEL SERVICE) | 2019 | third_quarter | RET | -H.R.397 - Rehabilitation for Multiemployer Pensions Act -Raising awareness and advocating for a solution to the MEPP crisis | Commerce, Dept of (DOC),Executive Office of the President (EOP),Federal Aviation Administration (FAA),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,State, Dept of (DOS),Transportation, Dept of (DOT),Treasury, Dept of,U.S. Customs & Border Protection,U.S. Trade Representative (USTR),White House Office | 1500000 | 0 | 0 | 2019-10-16T16:24:35.023000-04:00 | |
| 2345022 | SODEXO, INC. b9191c4f-a705-484b-8323-824d4a030bc2 | Q3 | SODEXO, INC. | 77798 | SODEXO, INC. | 2019 | third_quarter | RET | Monitoring of legislation regarding pension reform. | Administration for Children & Families (ACF),Agriculture, Dept of (USDA),Environmental Protection Agency (EPA),HOUSE OF REPRESENTATIVES,SENATE,White House Office | 0 | 0 | 2019-10-16T16:42:00.007000-04:00 | ||
| 2345066 | BAKERY, CONFECTIONERY, TOBACCO WORKERS AND GRAIN MILLERS INTERNATIONAL UNION 2659e4fc-8efb-4473-9e26-8d16e5531ce1 | Q3 | BAKERY, CONFECTIONERY, TOBACCO WORKERS AND GRAIN MILLERS INTERNATIONAL UNION | 401105346 | BAKERY, CONFECTIONERY, TOBACCO WORKERS AND GRAIN MILLERS INTERNATIONAL UNION | 2019 | third_quarter | RET | Retirement Security Legislation - HR 397 & S 2254 | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2019-10-16T16:58:11.287000-04:00 | ||
| 2345263 | FTI GOVERNMENT AFFAIRS fdabb4a3-869f-4364-ac86-f11b8e68fc46 | Q3 | FTI GOVERNMENT AFFAIRS | 401054971 | OFFICIAL COMMITTEE OF RETIRED EMPLOYEES OF THE COMMONWEALTH OF PUERTO RICO | 2019 | third_quarter | RET | Pensions. | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2019-10-16T18:36:17.623000-04:00 | |
| 2345421 | SODEXO, INC. 57ab0201-42d1-49aa-8ec4-016f39a754ea | 3T | SODEXO, INC. | 77798 | SODEXO, INC. | 2019 | third_quarter | RET | Monitoring of legislation regarding pension reform. | Administration for Children & Families (ACF),Agriculture, Dept of (USDA),Environmental Protection Agency (EPA),HOUSE OF REPRESENTATIVES,SENATE,White House Office | 0 | 1 | 2019-10-17T06:12:33.523000-04:00 | ||
| 2345620 | BUILDING AND CONSTRUCTION TRADES DEPT., AFL-CIO a311dc7a-ed29-4450-8525-22edecb70cea | Q3 | BUILDING AND CONSTRUCTION TRADES DEPT., AFL-CIO | 7383 | BUILDING AND CONSTRUCTION TRADES DEPT AFL-CIO | 2019 | third_quarter | RET | General advocacy, clarification and guidance on policy concerning multiemployer pension legislation. No bill. | Energy, Dept of,HOUSE OF REPRESENTATIVES,SENATE,White House Office | 130000 | 0 | 0 | 2019-10-17T09:31:51.943000-04:00 | |
| 2346059 | UNITED FOOD & COMMERCIAL WORKERS INTERNATIONAL UNION 0d93c674-f323-449c-8057-67b6b5231f0a | Q3 | UNITED FOOD & COMMERCIAL WORKERS INTERNATIONAL UNION | 39121 | UNITED FOOD & COMMERCIAL WORKERS INTERNATIONAL UNION | 2019 | third_quarter | RET | Met with House and Senate staff regarding pension issues such as Rehabilitation for Multiemployer Pensions Act (HR 397). | HOUSE OF REPRESENTATIVES,SENATE | 210000 | 0 | 0 | 2019-10-17T11:08:15.200000-04:00 | |
| 2346143 | FMR LLC 94f2d984-0303-4652-a300-a500b341bcd9 | Q3 | FMR LLC | 48816 | FMR LLC | 2019 | third_quarter | RET | RETIRE Act; SECURE Act; fiduciary rule; Retirement Enhancement and Savings Act (RESA); open MEPs; disclosure effectiveness/e-delivery; retirement policy | Federal Reserve System,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 | 480000 | 0 | 0 | 2019-10-17T11:20:39.650000-04:00 | |
| 2346218 | WILLIAMS AND JENSEN, PLLC 4015aa4e-95ff-46fb-ab9f-fb3417219c52 | Q3 | WILLIAMS AND JENSEN, PLLC | 41454 | THE VANGUARD GROUP, INC. | 2019 | third_quarter | RET | H.R.1994 SECURE Act. | HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of | 60000 | 0 | 0 | 2019-10-17T11:31:12.127000-04:00 | |
| 2346577 | HOGAN LOVELLS US LLP 31cc366e-8103-43b0-9074-7ad9ad1c76ec | Q3 | HOGAN LOVELLS US LLP | 18422 | CALIFORNIA STATE TEACHERS' RETIREMENT SYSTEM | 2019 | 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 | 2019-10-17T12:26:18.550000-04:00 | |
| 2346760 | LEDGE COUNSEL, INC. 05b43472-6894-4c37-b0be-11670ba080db | Q3 | LEDGE COUNSEL, INC. | 22438 | NATIONAL ACTIVE AND RETIRED FEDERAL EMPLOYEES ASSOCIATION | 2019 | third_quarter | RET | Civil service retirement | Federal Retirement Thrift Investment Board,Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Office of Personnel Management (OPM),President of the U.S.,SENATE | 20000 | 0 | 0 | 2019-10-17T13:12:17.247000-04:00 | |
| 2346828 | DPWN HOLDINGS (USA) INC. (FORMERLY KNOWN AS DEUTSCHE POST WORLD NET USA, INC.) 8ea9df45-75f7-4e45-af67-f806d003570a | 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.) | 2019 | third_quarter | RET | Rehabilitation of Multiemployer Pensions Act (HR 397)--Support efforts to pass legislation related to comprehensive multiemployer pension plan reform. | HOUSE OF REPRESENTATIVES,SENATE,State, Dept of (DOS),Treasury, Dept of,U.S. Trade Representative (USTR) | 0 | 0 | 2019-10-17T13:31:41.377000-04:00 | ||
| 2346886 | AMERICAN BENEFITS COUNCIL ffdd6d81-008e-4afb-9385-7267a5aeffe9 | Q3 | AMERICAN BENEFITS COUNCIL | 4675 | AMERICAN BENEFITS COUNCIL | 2019 | third_quarter | RET | Legislative Equality Act - H.R. 5/S. 788 Retirement Security Act of 2019 - S. 321 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Enhancement and Savings Act of 2019 - S. 972 Family Savings Act of 2019 - H.R. 1084 Providing Retirement Security to Workers in Small Businesses, Cooperatives and Service Organizations Act - H.R. 1993 Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 - H.R. 1994 Retirement Parity for Student Loans Act - S. 1428 The Retirement Security & Savings Act - S. 1431 Wall Street Tax Act of 2019 - H.R. 1516/S. 647 Inclusive Prosperity Act of 2019 - S. 1587/H.R. 2923 Retirement Security Preservation Act - S. 2352 Pension and Budget Integrity Act (PBIA) - H.R. 4035 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Tax Incentives for 401 (k) contributions Automatic 401 (k) Act Financial wellness Fiscal Year 2020 Budget Proposal Defined benefit pension plan funding rules PBGC premiums Environmental, Social and Governance (ESG) principals in investing Form 5500 reporting - state required plan exemptions and Professional Employer Organizations (PEOs) Cybersecurity Regulatory and Other Executive Order - Environmental, Social and Governance (ESG) principles in investing Executive Order on Strengthening Retirement Security in America ERISA Uniformity SEC Best Interest Standard Guidance - clarification of regular rate of pay application to benefits Cyber security DOL - Definition of Fiduciary Electronic communication and disclosure of benefits information Emergency savings Excise tax on private foundations Form 5500 Reporting Lump sum payments to participants in pay status Missing Participants Mortality Tables - Improvements Multiple Employer Plans - MEPs Multiemployer pension plan issues Non-discrimination issues affecting defined benefit plans Paid leave proposals and issues State retirement plan initiatives Plan administration - certification of hardship withdrawals and determination letter program Required minimum distribution (R… | Centers For Medicare and Medicaid Services (CMS),Equal Employment Opportunity Commission (EEOC),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of,White House Office | 321516 | 0 | 0 | 2019-10-17T13:44:04.347000-04:00 | |
| 2346961 | INTERNATIONAL ASSOCIATION OF FIRE FIGHTERS 3a7e725d-43a0-4009-8dbd-882f287b1ffb | Q3 | INTERNATIONAL ASSOCIATION OF FIRE FIGHTERS | 19753 | INTERNATIONAL ASSOCIATION OF FIRE FIGHTERS | 2019 | third_quarter | RET | Efforts to undermine public pensions Social Security offsets Federal fire fighter pension calculation | Environmental Protection Agency (EPA),Federal Communications Commission (FCC),Health & Human Services, Dept of (HHS),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),SENATE,Transportation, Dept of (DOT) | 111000 | 0 | 0 | 2019-10-17T13:58:29.593000-04:00 | |
| 2347033 | MUTUAL OF OMAHA 53c4dd09-b9bd-41c6-a844-d8242f46e003 | Q3 | MUTUAL OF OMAHA | 26284 | MUTUAL OF OMAHA | 2019 | third_quarter | RET | HR 1994 Setting Every Community Up Retirement Enhancement Act of 2019 - retirement rule changes and administration changes. The annuity safe harbor and non-discrimination administration changes are of particular interest | HOUSE OF REPRESENTATIVES,SENATE | 90000 | 0 | 0 | 2019-10-17T14:05:55.677000-04:00 | |
| 2347204 | WILLIAMS AND JENSEN, PLLC 170540bd-ae2f-4964-b831-4ad08e5e0e3f | Q3 | WILLIAMS AND JENSEN, PLLC | 41454 | HOUSTON FIREFIGHTERS RELIEF AND RETIREMENT FUND | 2019 | third_quarter | RET | Social Security legislation, H.R. 141, S. 521 and H.R. 3934. H.R. 4540. | HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of | 40000 | 0 | 0 | 2019-10-17T14:31:48.293000-04:00 | |
| 2347241 | WILLIAMS AND JENSEN, PLLC 5072eb22-cac9-42ac-9626-edc3e6c02283 | Q3 | WILLIAMS AND JENSEN, PLLC | 41454 | LOS ANGELES COUNTY EMPLOYEES' RETIREMENT SYSTEM | 2019 | third_quarter | RET | Social Security legislation, H.R. 141, S. 521. | HOUSE OF REPRESENTATIVES,SENATE | 50000 | 0 | 0 | 2019-10-17T14:34:58.373000-04:00 | |
| 2347303 | WILLIAMS AND JENSEN, PLLC 8ff5b234-e30c-407e-b31e-c573c0bd524e | Q3 | WILLIAMS AND JENSEN, PLLC | 41454 | AMERICAN EQUITY INVESTMENT LIFE HOLDING COMPANY | 2019 | third_quarter | RET | Benefit distributions in the form of annuities. Fiduciary Rule. | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of | 20000 | 0 | 0 | 2019-10-17T14:42:18.083000-04:00 | |
| 2347567 | MINDSET ADVOCACY, LLC 5281dd1d-80d5-4c3d-bf5f-2734d1984a24 | Q3 | MINDSET ADVOCACY, LLC | 296271 | LPL FINANCIAL LLC | 2019 | 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 | 2019-10-17T15:14:06.550000-04:00 | |
| 2347782 | HOLLAND & KNIGHT LLP 4b34a9f6-55c9-4f61-b753-b98b283f3a2b | Q3 | HOLLAND & KNIGHT LLP | 18466 | CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. | 2019 | third_quarter | RET | Educating Members of Congress and staff on the Department of Labor's Conflict of Interest Rule. | HOUSE OF REPRESENTATIVES,SENATE | 60000 | 0 | 0 | 2019-10-17T15:38:21.947000-04:00 | |
| 2348333 | INTERNATIONAL ASSOCIATION OF MACHINISTS AND AEROSPACE WORKERS ee2dad5f-c346-4510-85d2-f3721fe49d61 | Q3 | INTERNATIONAL ASSOCIATION OF MACHINISTS AND AEROSPACE WORKERS | 19775 | INTERNATIONAL ASSOCIATION OF MACHINISTS AND AEROSPACE WORKERS | 2019 | third_quarter | RET | Support Butch Lewis Act H.R. 397 & S. 2254 Oppose Composite Pension Proposal (No Bill Number) Multiemployer Pension Reform (No Bill Number) | Federal Aviation Administration (FAA),HOUSE OF REPRESENTATIVES,SENATE,Transportation, Dept of (DOT),U.S. Trade Representative (USTR),White House Office | 670000 | 0 | 0 | 2019-10-17T17:06:16.507000-04:00 | |
| 2348340 | SIFF & ASSOCIATES PLLC 2e14655f-c332-497f-adec-94c62aa6bb03 | Q3 | SIFF & ASSOCIATES PLLC | 400665998 | CENTER FOR CAPITAL MARKETS COMPETITIVENESS, U.S. CHAMBER OF COMMERCE | 2019 | third_quarter | RET | Department of Labor final fiduciary rule and the status of various Prohibited Transaction Exemptions following the 5th Circuit injunction of the final fiduciary rule. Section 5 of President Trump's April 10, 2019 Executive Order 13868, "Promoting Energy Infrastructure and Economic Growth," regarding the voting of proxies held by Employee Retirement Income Security Act funds. Standards governing fiduciaries under section 402, section 403, section 404, and section 405 of the Employee Retirement Income Security Act. State efforts to impose a patchwork of fiduciary obligations on retirement plans regulated under the Employee Retirement Income Security Act and the issues this poses for the uniformity Congress intended when it enacted the Employee Retirement Income Security Act with its preemption provision. | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of,White House Office | 50000 | 0 | 0 | 2019-10-17T17:06:18.460000-04:00 | |
| 2348355 | SIFF & ASSOCIATES PLLC afeb347b-31c5-42f9-9393-59dd494f7d13 | Q3 | SIFF & ASSOCIATES PLLC | 400665998 | FMR LLC | 2019 | third_quarter | RET | Department of Labor final fiduciary rule following Fifth Circuit injunction and impending regulatory response to the injunction. General education concerning disclosure modernization and simplification to improve the efficiency, delivery, and utility of required disclosures for retirement benefits for the benefit of plan participants. H.R. 1994, the "Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019," legislation to allow more and easier ways for workers to save for retirement; entire bill. Internal Revenue Service Rule on Multiple Employer Plans concerning the tax qualification of such plans under section 413(c) of the Internal Revenue Code when one participating employer fails to meet required standards (84 Fed. Reg. 31777, July 3, 2019). Proposals and concepts to revise agency interpretations to make it easier for employers to offer retirement savings to their workers. Proposals to simplify disclosures for investors using email communications. | Labor, Dept of (DOL),SENATE | 50000 | 0 | 0 | 2019-10-17T17:10:22.807000-04:00 | |
| 2348361 | SIFF & ASSOCIATES PLLC 7966c364-ac15-4d19-8582-77fdd3935e38 | Q3 | SIFF & ASSOCIATES PLLC | 400665998 | SIGNATORY WALL AND CEILING CONTRACTORS ALLIANCE | 2019 | third_quarter | RET | General education concerning proposals for comprehensive reform of the defined benefit, multiemployer pension system. General education concerning the importance of authorizing new plan designs as part of any comprehensive reform of multiemployer defined benefit pension plans. General education concerning the need for Congress to pass legislation to reform multiemployer pensions, 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. H.R. 397, the "Rehabilitation for Multiemployer Pensions Act," 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. Draft 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 (no bill introduced). Legislative proposals to authorize composite multiemployer pension plans as a means to provide a secure, sustainable retirement for workers while ensuring the viability of sponsoring employers (no bill introduced). | HOUSE OF REPRESENTATIVES,Housing & Urban Development, Dept of (HUD),Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE,White House Office | 30000 | 0 | 0 | 2019-10-17T17:11:24.230000-04:00 | |
| 2349026 | FEDERAL HALL POLICY ADVISORS, LLC c1cac505-45f8-4c7a-bb4e-fff2b2350bc6 | Q3 | FEDERAL HALL POLICY ADVISORS, LLC | 401104646 | INVESCO HOLDING COMPANY (US), INC. | 2019 | third_quarter | RET | Retirement Security, Including HR 1994, the SECURE Act. | HOUSE OF REPRESENTATIVES,Natl Economic Council (NEC),Securities & Exchange Commission (SEC),SENATE | 30000 | 0 | 0 | 2019-10-18T08:01:53.187000-04:00 | |
| 2349054 | FEDERAL HALL POLICY ADVISORS, LLC 216142ec-ba5e-4886-9415-e34c962a3fd8 | Q3 | FEDERAL HALL POLICY ADVISORS, LLC | 401104646 | PROTECTIVE LIFE CORPORATION | 2019 | third_quarter | RET | Issues related to retirement security, Including HR 1994, the SECURE Act. | HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of | 20000 | 0 | 0 | 2019-10-18T08:24:08.363000-04:00 | |
| 2349220 | STATE STREET BANK AND TRUST COMPANY AND ITS AFFILIATES 25278f66-0ac7-4558-83dc-f9e2051fba8c | Q3 | STATE STREET BANK AND TRUST COMPANY AND ITS AFFILIATES | 83854 | STATE STREET BANK AND TRUST COMPANY AND ITS AFFILIATES | 2019 | third_quarter | RET | Retirement savings incentives, including Automatic Retirement Plan Act; Retirement Enhancement and Savings Act; Retirement Plan Simplification and Enhancement Act; Setting Every Community Up for Retirement Enhancement(SECURE)Act; Portman-Cardin bill. | Commerce, Dept of (DOC),Commodity Futures Trading Commission (CFTC),Federal Deposit Insurance Corporation (FDIC),Federal Reserve System,HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Natl Economic Council (NEC),Natl Security Council (NSC),Office of the Comptroller of the Currency (OCC),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of | 280000 | 0 | 0 | 2019-10-18T09:23:06.213000-04:00 | |
| 2349377 | COVINGTON & BURLING LLP a62a9251-0eb6-4ff4-bfff-0096dc1a3808 | Q3 | COVINGTON & BURLING LLP | 11195 | DIRECTORS GUILD OF AMERICA | 2019 | third_quarter | RET | Multiemployer pension funding legislation | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2019-10-18T09:42:58.713000-04:00 | ||
| 2349518 | UNITED AUTOMOBILE, AEROSPACE & AGRICULTURAL IMPLEMENT WORKERS 4c366685-063d-47a9-87c2-f546c9497405 | Q3 | UNITED AUTOMOBILE, AEROSPACE & AGRICULTURAL IMPLEMENT WORKERS | 39052 | UNITED AUTOMOBILE AEROSPACE & AGRICULTURAL IMPLEMENT WORKERS | 2019 | third_quarter | RET | Pension Funding Legislation; Investor Protection Fiduciary Regulations; Butch Lewis Act(H.R. 397); Strengthening Social Security | Commerce, Dept of (DOC),Environmental Protection Agency (EPA),Health & Human Services, Dept of (HHS),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Natl Highway Traffic Safety Administration (NHTSA),Natl Labor Relations Board (NLRB),Occupational Safety & Health Administration (OSHA),Office of Management & Budget (OMB),SENATE,State, Dept of (DOS),U.S. International Trade Commission (ITC),U.S. Trade Representative (USTR),White House Office | 590000 | 0 | 0 | 2019-10-18T10:00:46.747000-04:00 | |
| 2349877 | VANGUARD GROUP 62e82311-0063-49c8-b372-f6ee4dd988e1 | Q3 | VANGUARD GROUP | 291058 | VANGUARD GROUP | 2019 | third_quarter | RET | Issues in support of providing for electronic delivery of ERISA mandated retirement information, including the RETIRE Act Issues related to tax incentives for retirement savings Issues related to employee benefit plan administration Issues related to limitations on retirement plan contributions or assets Issues related to multiple employer retirement plans Issues related to retirement coverage proposals Issues related to auto-enrollment safe harbor Issues related to improving and enhancing retirement plans Issues related to H.R.1994 Setting Every Community up for Retirement Enhancement Act of 2019 Issues related to S.1431 Retirement Security and Savings Act of 2019 Issues related to lifetime income disclosure mandates Issues related to universal savings account vehicles Issues related to portable retirement accounts Issues related to allowing collective investment trusts in 403(b) plans Issues related to retirement planning services | HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of | 630000 | 0 | 0 | 2019-10-18T10:33:34.557000-04:00 |
Advanced export
JSON shape: default, array, newline-delimited, object
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);