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lobbying_activities

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

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

283 rows where filing_period = "third_quarter", filing_year = 2022 and issue_code = "RET" sorted by filing_year descending

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issue_code 1

  • RET · 283 ✖

filing_year 1

  • 2022 · 283 ✖

filing_period 1

  • third_quarter · 283 ✖
id filing_uuid filing_type registrant_name registrant_id client_name filing_year ▲ filing_period issue_code specific_issues government_entities income_amount expense_amount is_no_activity is_termination received_date
2859440 PRIMACY STRATEGY GROUP 175304b5-79aa-47de-a2ee-5c536ddafe8e Q3 PRIMACY STRATEGY GROUP 401105877 HEALTH&PENSIONWORKS (FKA HEALTHWORKS) 2022 third_quarter RET Multiemployer Pension Reform FY2022 Authorizations, Appropriations, and Budget Policy HOUSE OF REPRESENTATIVES,SENATE 30000   0 0 2022-09-28T12:45:16-04:00
2859577 CAPITOL IMPACT, LLC 1bf2352e-a41b-4474-9641-312689c8c330 Q3 CAPITOL IMPACT, LLC 284471 ADELANTE DEVELOPMENT CENTER, INC. 2022 third_quarter RET H.R.3824 / S.2065, Supplemental Security Income Restoration Act of 2021. HOUSE OF REPRESENTATIVES,SENATE     0 0 2022-09-30T14:52:01-04:00
2860357 DOUCET CONSULTING SOLUTIONS, LLC 255660f3-7139-4802-85bc-4ced2cdf1953 Q3 DOUCET CONSULTING SOLUTIONS, LLC 401104418 LOUISIANA SHERIFFS' ASSOCIATION 2022 third_quarter RET Support of the Public Servants Protection and Fairness Act of 2021, H.R. 2337 HOUSE OF REPRESENTATIVES,SENATE 10000   0 0 2022-10-04T15:15:31-04:00
2860376 DOUCET CONSULTING SOLUTIONS, LLC ff192003-5cfb-4c34-b269-1e5533099a18 Q3 DOUCET CONSULTING SOLUTIONS, LLC 401104418 WILLIAMS AND JENSEN ON BEHALF OF LOS ANGELES COUNTY EMPLOYEES' RETIREMENT SYSTEM 2022 third_quarter RET Support for S.4312 - Police and Fire Health Care Protection Act of 2022, a bill to eliminate the requirement that payments be made directly to providers of accident or health plans or qualified long-term care insurance contracts as a condition of eligibility for the tax exclusion of distributions from tax-exempt retirement plans for such health and long-term care insurance. SENATE 10000   0 0 2022-10-04T15:23:20-04:00
2860824 RICH FEUER ANDERSON c786cf40-92fb-4c89-8026-b6f997d8d5e6 Q3 RICH FEUER ANDERSON 84775 BLACKROCK FUNDS SERVICES GROUP LLC (FORMERLY BLACKROCK CAPITAL MANAGEMENT INC.) 2022 third_quarter RET Issues related to retirement security and savings, including retirement income products and retirement income disclosures and H.R.2594, the "Securing a Strong Retirement Act of 2021." HOUSE OF REPRESENTATIVES,SENATE 80000   0 0 2022-10-05T15:37:59-04:00
2860859 MR. MARK REY 9640f65d-9b78-49b3-a3d4-155cb4b43f71 Q3 MR. MARK REY 400454181 NATIONAL OLDER WORKERS CAREER CENTER 2022 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 2022-10-05T16:24:37-04:00
2861324 HOLLAND & KNIGHT LLP 8170581a-7eb0-4c9a-844d-f3fc261a8b04 Q3 HOLLAND & KNIGHT LLP 18466 CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. 2022 third_quarter RET Educating members of Congress and staff on financial planning business tax incentives and retirement issues and policy. HOUSE OF REPRESENTATIVES,SENATE 80000   0 0 2022-10-07T12:22:01-04:00
2861411 LONGBOW PUBLIC POLICY GROUP, LLC 0a53e48b-0526-420c-8c87-22f769dd5088 Q3 LONGBOW PUBLIC POLICY GROUP, LLC 401106355 FEDERAL LAW ENFORCEMENT OFFICERS ASSOCIATION 2022 third_quarter RET H.R. 82, the "Social Security Fairness Act," a bill to amend the Social Security Act to repeal the Windfall Elimination Provision and the Government Pension Offset; entire bill. HOUSE OF REPRESENTATIVES 40000   0 0 2022-10-07T15:12:26-04:00
2861412 LONGBOW PUBLIC POLICY GROUP, LLC 69b0c2e7-9d7e-4303-9c03-b056e01327e3 Q3 LONGBOW PUBLIC POLICY GROUP, LLC 401106355 CENTER FOR CAPITAL MARKETS COMPETITIVENESS, U.S. CHAMBER OF COMMERCE 2022 third_quarter RET Anticipated Fiduciary Rule further defining and delimiting the definition of fiduciary pursuant to the Employee Retirement Income Security Act of 1974. Employee Benefits Security Administration proposed rule regarding "Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights"; provisions related to the exercise of shareholder rights (86 Fed. Reg. 57272, Oct. 14, 2021). Nomination of Lisa Gomez, of New Jersey, to be an Assistant Secretary of Labor for the Employee Benefits Security Administration (PN 1595). HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE 20000   0 0 2022-10-07T15:13:32-04:00
2861416 LONGBOW PUBLIC POLICY GROUP, LLC b076d21a-b64b-43c3-95f4-b8a9f69d623a Q3 LONGBOW PUBLIC POLICY GROUP, LLC 401106355 UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA 2022 third_quarter RET Proposals for two-pool withdrawal liability and alternative plans design for defined benefit retirement plans. SENATE 20000   0 0 2022-10-07T15:14:37-04:00
2861429 LONGBOW PUBLIC POLICY GROUP, LLC f5e8f565-e4cb-4e31-9ac5-eff48380eab1 Q3 LONGBOW PUBLIC POLICY GROUP, LLC 401106355 SIGNATORY WALL AND CEILING CONTRACTORS ALLIANCE 2022 third_quarter RET Pension Benefit Guaranty Corporation forthcoming proposed rule entitled, Actuarial Assumptions for Determining an Employers Withdrawal Liability. Proposals for alternative plan designs for multiemployer defined benefit plans. Employee Benefits Security Administration proposed rule regarding "Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights," provisions related to selecting plan investments (86 Fed. Reg. 57272, Oct. 14, 2021). HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE 50000   0 0 2022-10-07T15:17:30-04:00
2861855 DENT STRATEGIES 362bed32-ec00-477f-8e43-17b7fac114be Q3 DENT STRATEGIES 401105616 CUNA MUTUAL GROUP 2022 third_quarter RET s. 1770, Retirement Savings and Security Act - promote employer sponsorship of retirement savings plans and employees participation in plans H.R. 2954, Secure a Strong Retirement Act - promote employer sponsorship of retirement savings plans and employees participation in plans H.R. 2917/S. 1443, Retirement Parity for Student Loans Act - allow employers to make matching contributions to a 401(k) plan while their employees make student loan payments 2022 Budget Reconciliation to Build Back Better - retirement security provisions S.1870/H.R. 7146 - Enhancing Emergency and Retirement Savings Act - withdrawal from retirement account for emergency expenses S. 2061 - Strengthening Financial Security Through Short-Term Savings Accounts - withdrawal from retirement account for emergency expenses S. 4353 - RISE & SHINE Act - wholistic retirement security bill to increase retirement plan adaption, employee participation, and facilitation of lifetime time options. S. 4808- EARN Act - wholistic retirement security bill to increase retirement plan adaption, employee participation, and facilitation of lifetime time options. DOL Fiduciary Rule - build awareness of issues associated with anticipated new rule by Department of Labor revising current standard for advisors to give investment advice HOUSE OF REPRESENTATIVES,SENATE 40000   0 0 2022-10-10T12:32:59-04:00
2861978 AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES 3fad8760-a7f2-4067-9532-301293e9acba Q3 AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES 3481 AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES 2022 third_quarter RET H.R. 1319 - American Rescue Plan Act of 2021 H.R. 2796 - Family Attribution Modernization Act H.R. 2917 - Retirement Parity for Student Loans Act of 2021 H.R. 2927 - SAVE Act of 2021 H.R. 2954 - Securing a Strong Retirement Act of 2022 H.R. 3387 - Financial Factors in Selecting Retirement Plan Investments Act H.R. 5376 - Build Back Better Act H.R. 5832 - Retirement Savings Lost and Found Act of 2021 H.R. 5891 - Retirement Improvement and Savings Enhancement (RISE) Act H.R. 6241 - Disaster Retirement Savings Act H.R. 6782 - Auto Reenroll Act of 2022 H.R. 7146 - Enhancing Emergency and Retirement Savings Act of 2022 H.R. 7310 - Protecting Americas Retirement Security Act H.R. 8125 - Starter-K Act of 2022 S. 1272 - SIMPLE Plan Modernization Act S. 1443 - Retirement Parity for Student Loans Act S. 1703 - Improving Access to Retirement Savings Act S. 1730 - Retirement Savings Lost and Found Act of 2021 S. 1762 - Financial Factors in Selecting Retirement Plan Investments Act S. 1770 - Retirement Security and Savings Act of 2021 S. 1870 - Enhancing Emergency and Retirement Savings Act of 2021 S. 2583 - Disaster Retirement Savings Act S. 3712 - Auto Reenroll Act of 2022 S. 3955 - Starter-K Act of 2022 S. 4086 - Increasing Small Business Retirement Choices Act S. 4353 - RISE & SHINE Act S. 4808 - EARN Act HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),Securities & Exchange Commission (SEC),SENATE   353041 0 0 2022-10-10T15:53:05-04:00
2862098 RUTLEDGE POLICY GROUP, LLC f7d8f121-5ded-4fdc-bbec-0a873dcd9248 Q3 RUTLEDGE POLICY GROUP, LLC 401105775 AMERICAN RETIREMENT ASSOCIATION 2022 third_quarter RET General Retirement Savings Legislation - all provisions. Securing a Strong Retirement Act of 2022 (HR 2954) - all provisions RISE Act (HR 5891) - all provisions Retirement Security and Savings Act of 2021 (S. 1776) - all provisions RISE & SHINE Act (S. 4353) - all provisions EARN Act - all provisions HOUSE OF REPRESENTATIVES,SENATE 45000   0 0 2022-10-10T22:11:37-04:00
2862102 RUTLEDGE POLICY GROUP, LLC d4e784d6-c1f9-47b0-a3c0-68d65ebddc72 Q3 RUTLEDGE POLICY GROUP, LLC 401105775 BROWNSTEIN HYATT FARBER SCHRECK LLP OBO ATHENE HOLDING 2022 third_quarter RET Issues related to retirement - H.R. 5891 - RISE Act Issues related to retirement - H.R. 2954 - Securing a Strong Retirement Act of 2022 Issues related to retirement - S. 4353 - RISE & SHINE Act of 2022 HOUSE OF REPRESENTATIVES,SENATE     0 0 2022-10-10T22:17:30-04:00
2862313 SQUIRE PATTON BOGGS 9f89dcde-67f4-43e2-a1cb-5301b705dfe7 Q3 SQUIRE PATTON BOGGS 30906 AON SERVICE CORPORATION (FKA AON HEWITT) 2022 third_quarter RET Advice regarding retirement-related legislation and regulatory reform. HOUSE OF REPRESENTATIVES,SENATE 50000   0 0 2022-10-11T12:11:03-04:00
2862417 GUSTO 49b1f6d5-d31d-48d5-a2ae-0181cad97b8c Q3 GUSTO 401106368 GUSTO 2022 third_quarter RET Issues related to small business defined contribution retirement plans HOUSE OF REPRESENTATIVES,SENATE   10000 0 0 2022-10-11T13:45:10-04:00
2862429 INTERNATIONAL UNION OF POLICE ASSOCIATIONS, AFL-CIO 5e145bac-3781-49db-a9a8-7dbe6fccb282 Q3 INTERNATIONAL UNION OF POLICE ASSOCIATIONS, AFL-CIO 50400 INTERNATIONAL UNION OF POLICE ASSOCIATIONS AFL-CIO 2022 third_quarter RET HR82, HR2337, S 129, HR2936, HR 3071, S 1511, HR 3595, HR 2936, HR 3172 HOUSE OF REPRESENTATIVES,SENATE   20000 0 0 2022-10-11T13:49:02-04:00
2862578 CASSIDY & ASSOCIATES, INC. c79184cf-6b30-47cd-a0e9-831734c31ea8 Q3 CASSIDY & ASSOCIATES, INC. 8453 SOCIETY OF ACTUARIES 2022 third_quarter RET General legislative issues related to actuarial profession HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2022-10-11T15:32:15-04:00
2863207 THE ESOP ASSOCIATION c8d7bd56-b91e-4246-ab34-9d1cfedb7008 Q3 THE ESOP ASSOCIATION 13858 ESOP ASSOCIATION 2022 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. COVID-19 economic issues and responses to H.R. 1319, American Rescue Plan Act of 2021, all provisions relating to SBA loans, lending, unemployment, taxes and credit. HOUSE OF REPRESENTATIVES,SENATE   20000 0 0 2022-10-12T13:04:32-04:00
2863283 SHEET METAL & AIR CONDITIONING CONTRACTORS NAT'L ASSN 1f6167a5-6f6d-453c-a6c2-81469f9e9f9e Q3 SHEET METAL & AIR CONDITIONING CONTRACTORS NAT'L ASSN 35068 SHEET METAL & AIR CONDITIONING CONTRACTORS NAT'L ASSN 2022 third_quarter RET Oppose Davis-Bacon Repeal Act - H.R. 2218, S. 805 Oppose Amendments #25 (THUD) and #20 (MILCON) to repeal Davis-Bacon - H.R. 2218 HOUSE OF REPRESENTATIVES,SENATE     0 0 2022-10-12T14:04:54-04:00
2863696 NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS 56ec13fa-5c7e-4ee8-b524-48aee8c76ac2 Q3 NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS 26901 NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS 2022 third_quarter RET Issues related to IRA and pension reform. Issues related to investment advice 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. HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),SENATE,Treasury, Dept of   439031 0 0 2022-10-13T09:47:42-04:00
2864077 AMERICAN POSTAL WORKERS UNION, AFL-CIO aaf2916e-77bc-4be2-af90-f82733194e14 Q3 AMERICAN POSTAL WORKERS UNION, AFL-CIO 3138 AMERICAN POSTAL WORKERS UNION AFL-CIO 2022 third_quarter RET H.R.82 Support for Social Security Fairness Act (S.1302) HOUSE OF REPRESENTATIVES,SENATE   145000 0 0 2022-10-13T12:15:28-04:00
2864278 BAKERY, CONFECTIONERY, TOBACCO WORKERS AND GRAIN MILLERS INTERNATIONAL UNION 425c6b82-a564-4a79-b13f-35bb1cff5dcd Q3 BAKERY, CONFECTIONERY, TOBACCO WORKERS AND GRAIN MILLERS INTERNATIONAL UNION 401105346 BAKERY, CONFECTIONERY, TOBACCO WORKERS AND GRAIN MILLERS INTERNATIONAL UNION 2022 third_quarter RET Pension Benefit Guaranty Corporation Final Rule on Special Financial Assistance Program for financially troubled Multiemployer Pension Plans Executive Office of the President (EOP)     0 0 2022-10-13T14:55:24-04:00
2864336 THE ERISA INDUSTRY COMMITTEE f4978693-319c-4a56-a3dd-2339f44410cb Q3 THE ERISA INDUSTRY COMMITTEE 13803 ERISA INDUSTRY COMMITTEE 2022 third_quarter RET Paid leave issues Retirement Security and Savings Act Emergency Savings Single-Employer Defined Benefit Issues Retirement Improvement and Savings Enhancement Act RISE and SHINE Act Retirement Plan Disclosures Retirement Plan Investment Requirements and options Retirement Plan Contribution Flexibility Retirement Savings Tax Issues Modernizing Retirement Plan Administration Mental Health Matters Act Protecting Americas Retirement Security Act Securing a Strong Retirement Act (SSRA) 401(k) Investment Options EARN Act HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),SENATE,Treasury, Dept of   70000 0 0 2022-10-13T15:16:52-04:00
2864863 DYKEMA GOSSETT PLLC efe94b4c-4c1d-4700-a742-cb706cfcda66 Q3 DYKEMA GOSSETT PLLC 12915 JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) 2022 third_quarter RET Lobbied in support of retirement security and pension provisions. Lobbied on proposed Fiduciary Rule. Lobbied in support of H.R. 2954, Securing a Strong Retirement Act of 2022. Lobbied in support of the Enhancing American Retirement Now (EARN) Act. HOUSE OF REPRESENTATIVES,SENATE 10000   0 0 2022-10-14T10:01:31-04:00
2865240 JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) ccd56f77-2c7a-4bcd-979f-f79200454e4f Q3 JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) 17454 JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) 2022 third_quarter RET The Securing a Strong Retirement Act, H.R. 2954. HOUSE OF REPRESENTATIVES   260000 0 0 2022-10-14T12:33:00-04:00
2865277 INTERNATIONAL FEDERATION OF PROFESSIONAL AND TECHNICAL ENGINEERS (IFPTE) f811f952-44ce-485b-86e3-f24483d6b79f Q3 INTERNATIONAL FEDERATION OF PROFESSIONAL AND TECHNICAL ENGINEERS (IFPTE) 19968 INTERNATIONAL FEDERATION OF PROFESSIONAL AND TECHNICAL ENGINEERS (IFPTE) 2022 third_quarter RET Social Security 2100 Act Federal Worker pension policy Medicare and Medicaid expansion/protect against cuts HOUSE OF REPRESENTATIVES,SENATE   80000 0 0 2022-10-14T12:47:43-04:00
2865408 NATIONAL ASSOCIATION OF POSTAL SUPERVISORS 2726f31f-c5e8-463d-b4b0-b1de2182465d Q3 NATIONAL ASSOCIATION OF POSTAL SUPERVISORS 401075023 NATIONAL ASSOCIATION OF POSTAL SUPERVISORS 2022 third_quarter RET H.R. 82/S. 1302 - the Social Security Fairness Act, legislation is repeal the Government Pension Offset and the Windfall Elimination Provision H.R. 2337, the Public Servants Protection and Fairness Act H.R. 304/S. 4221, the Equal COLA Act H.R. 4315, the Fair COLA for Seniors Act HOUSE OF REPRESENTATIVES,SENATE   15000 0 0 2022-10-14T13:21:57-04:00
2865424 AMAC ACTION 8da2ba7a-b90e-4ff8-b342-50611563bdb5 Q3 AMAC ACTION 401104675 AMAC ACTION 2022 third_quarter RET healthcare reform solutions and legislation, Social Security reform solutions and legislation Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,SENATE   107812 0 0 2022-10-14T13:30:07-04:00
2865441 POYNER SPRUILL LLP ffb0826f-f11c-41c1-aab0-e1b0e9299fab Q3 POYNER SPRUILL LLP 400563685 AMERICAN RETIREMENT ASSOCIATION 2022 third_quarter RET Retirement plan legislative proposals, correction programs, reporting and disclosure, enforcement activities, and rulings and agreements. HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Pension Benefit Guaranty Corporation (PBGC),SENATE 30000   0 0 2022-10-14T13:51:08-04:00
2865449 ALLON ADVOCACY, LLC fcd49d63-6273-42e4-876b-c7a3093710ca Q3 ALLON ADVOCACY, LLC 401104657 YODLEE INC. 2022 third_quarter RET Best interest rule finalized by SEC and revised Department of Labor fiduciary rule. Consumer Financial Protection Bureau (CFPB),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of 70000   0 0 2022-10-14T13:54:30-04:00
2865481 ALLON ADVOCACY, LLC 1e4c79fd-0ea9-40d2-bbd9-c3b20c9bbe5f Q3 ALLON ADVOCACY, LLC 401104657 FORGE GLOBAL, INC. 2022 third_quarter RET Issues related to the treatment of certain self-directed retirement accounts. HOUSE OF REPRESENTATIVES,SENATE 50000   0 0 2022-10-14T14:06:42-04:00
2865578 HOGAN LOVELLS US LLP 20c6c05a-6791-426c-9446-37197a0e6b32 Q3 HOGAN LOVELLS US LLP 18422 CALIFORNIA STATE TEACHERS' RETIREMENT SYSTEM 2022 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 2022-10-14T14:36:29-04:00
2866197 TIBER CREEK GROUP 5cb7160d-068a-4e45-9857-a43929ef20b0 Q3 TIBER CREEK GROUP 20744 UNITED SERVICES AUTOMOBILE ASSOCIATION 2022 third_quarter RET Implementation of the Setting Every Community Up for Retirement Enhancement Act (PL 116-94); S. 1770 - Retirement Security & Savings Act; H.R. 2954 - The Securing a Strong Retirement Act of 2021; The Enhancing American Retirement Now (EARN) Act. HOUSE OF REPRESENTATIVES,SENATE 60000   0 0 2022-10-15T11:13:01-04:00
2866658 TIBER CREEK GROUP dc0630fb-b591-4ee5-9696-3997f4369dcd Q3 TIBER CREEK GROUP 20744 COMMITTEE ON CAPITAL MARKETS REGULATION 2022 third_quarter RET Issues related to retirement security; EARN Act. SENATE 10000   0 0 2022-10-16T13:51:03-04:00
2866730 BUILDING AND CONSTRUCTION TRADES DEPT., AFL-CIO 3cc45db3-ab18-43e5-bc0d-cb1ee9b2dc19 Q3 BUILDING AND CONSTRUCTION TRADES DEPT., AFL-CIO 7383 BUILDING AND CONSTRUCTION TRADES DEPT AFL-CIO 2022 third_quarter RET Lobbied for pension reform and financing. No bill number. Commerce, Dept of (DOC)   240000 0 0 2022-10-16T16:30:40-04:00
2866841 FORSCEY, PLLC 88101953-a9bb-439b-a614-1571c5f74170 Q3 FORSCEY, PLLC 52880 WRITERS GUILD OF AMERICA, WEST 2022 third_quarter RET Work in support of additional legislation and implementing regulations to the American Recovery Act provision that provided direct grants to certain distressed multi-employers to make up for funding shortfalls in such plans and to improve funding of the Pension Benefit Guaranty Corporation (PBGC). HOUSE OF REPRESENTATIVES,Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of 30000   0 0 2022-10-16T20:19:23-04:00
2867005 TIAA c99c9c82-2f55-46a4-8a1e-c9394bccce92 Q3 TIAA 55757 TIAA 2022 third_quarter RET Retirement Security as in the following bills: - Retirement Security and Savings Act (S. 1770) - Retirement Parity for Student Loans Act (H.R. 2917 & S. 1443) - The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) - Securing a Strong Retirement Act (H.R. 2954) - Lifetime Income for Employees Act (H.R. 6746) - Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 3644) - Enhancing Emergency and Retirement Savings Act (S. 1870 / H.R. 7146) - Retirement Improvement and Savings Enhancement RISE & SHINE Act (HR 5891, S. 4353). - Enhancing American Retirement Now (EARN) Act Access to Lifetime Income Option on Retirement Plan Menus Providing Lifetime Income Illustrations on Retirement Benefit Statements Defined Contribution Retirement Plan Design and Modernization Fiduciary Concerns Related to Advice and Education in Retirement Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Qualified Default Investment Alternatives (QDIA) Portability of Annuities in Defined Contribution Plans Multiple Employer Plans Student Loans Remote Notarization General Account Products ESG Investments Emergency Savings HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of   470000 0 0 2022-10-17T09:08:08-04:00
2867132 FINANCIAL EXECUTIVES INTERNATIONAL 1bdd5a00-c7ed-4fbe-a1f7-abe67ad1aa12 Q3 FINANCIAL EXECUTIVES INTERNATIONAL 14520 FINANCIAL EXECUTIVES INTERNATIONAL 2022 third_quarter RET Pension, defined contribution, defined benefit rules, regulations and policies. HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE     0 0 2022-10-17T10:12:55-04:00
2867194 INTERNATIONAL ALLIANCE OF THEATRICAL STAGE EMPLOYEES 1f0ef4fb-419d-4c97-ba98-5559610acc02 Q3 INTERNATIONAL ALLIANCE OF THEATRICAL STAGE EMPLOYEES 401105446 INTERNATIONAL ALLIANCE OF THEATRICAL STAGE EMPLOYEES 2022 third_quarter RET Oppose the Giving Retirement Options to Workers Act     60000 0 0 2022-10-17T10:26:35-04:00
2867451 DUTKO WORLDWIDE, LLC 35688d93-f0c2-4d79-a3e5-53c9e987a7bd Q3 DUTKO WORLDWIDE, LLC 12868 ACCENTURE FEDERAL SERVICES LLC 2022 third_quarter RET Monitor IT Modernization at the Social Security Administration. Support language to accelerate IT modernization efforts at SSA. HOUSE OF REPRESENTATIVES,SENATE 40000   0 0 2022-10-17T11:19:24-04:00
2867536 FORBES-TATE 5758e179-76b9-424e-8863-a09bf888674b Q3 FORBES-TATE 400976792 EDWARD D. JONES & CO., L.P. 2022 third_quarter RET Issues related to retirement security and savings matters; Issues related to small business retirement and retirement savings; Issues related to retirement savings for military spouses; SIMPLE IRAs; Issues related to financial transaction, capital gains, and dividend income taxes; Issues related to senior investor protection matters; Issues related to SEC and DOL standard of care rulemaking; Issues related to partnership tax and IRS Code Section 199A. SENATE 50000   0 0 2022-10-17T11:36:22-04:00
2868073 MISSY EDWARDS STRATEGIES, LLC e1111427-12bb-4a25-888d-241718e5336d Q3 MISSY EDWARDS STRATEGIES, LLC 400547641 NCCMP 2022 third_quarter RET Monitor issues related to reforms of pension plans HOUSE OF REPRESENTATIVES,SENATE 30000   0 0 2022-10-17T13:22:41-04:00
2868132 TRINET GROUP INC. 81b3bdb1-2cd6-48b6-8674-4faa58752c1c Q3 TRINET GROUP INC. 401103456 TRINET GROUP INC. 2022 third_quarter RET General educational discussions on employer-sponsored retirement plans and employee access to retirement benefits through employment. HOUSE OF REPRESENTATIVES,SENATE   210000 0 0 2022-10-17T13:34:35-04:00
2868321 FORBES-TATE 03b41248-f895-4f48-9d33-b7b2cfc6ee29 Q3 FORBES-TATE 400976792 INSURED RETIREMENT INSTITUTE 2022 third_quarter RET Issues related to retirement savings. HOUSE OF REPRESENTATIVES,SENATE 50000   0 0 2022-10-17T14:36:05-04:00
2868341 TRUCKER HUSS APC fcf9cb24-b603-4aaa-b309-7b43457db825 Q3 TRUCKER HUSS APC 400537609 WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND 2022 third_quarter RET GROW Act, Multiemployer pension funding and solvency, PBGC premiums HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of     0 0 2022-10-17T14:45:53-04:00
2868349 NATIONWIDE MUTUAL INSURANCE COMPANY bf5c9733-b9d2-4d82-8769-7ab183858a05 Q3 NATIONWIDE MUTUAL INSURANCE COMPANY 26411 NATIONWIDE MUTUAL INSURANCE COMPANY 2022 third_quarter RET ISSUE Investment Advice Standard of Conduct HR 699, Mutual Fund Litigation Reform Act - amend the Investment Company Act of 1940 to provide complaint and burden of proof requirements for certain actions for breach of fiduciary duty HR 725/S 153, Personalized Care Act - amend the Internal Revenue Code of 1986 to expand and improve health savings accounts, and for other purposes. HR 984, Retirement Inflation Protection Act - allows the basis of certain assets to be adjusted for inflation solely for the purpose of determining the gain or loss. S 380, Health Savings Act - modifies the requirements for health savings accounts (HSAs). HR 1584, Protecting Retirement Savers and Everyday Investors Act - impose a limitation on taxation and fees on transactions by certain securities industry participants. HR 1618/S 606, RESPOND Act - require the FRB and SEC to issue an annual report on the economic costs caused by the impacts of climate change, to require the Federal Retirement Thrift Investment Board to establish a Federal Advisory Panel on the Economics of Climate Change. S 1443Retirement Parity for Student Loans Act -- allows certain employer-sponsored retirement plans to make matching contributions for an employee's student loan payments HR 2951 To direct the Secretary of the Treasury to modify Treasury Regulations relating to insurance-dedicated exchange-traded funds - enables ETFs as investment option in variable insurance products HR 2944 Reducing the Maximum Service Requirement for Long-term Part-time Workers to Make Elective Deferrals to 401(k) Plans Act -- to reduce the retirement plan period of service requirements for long-term, part-time employees. S 1703Improving Access to Retirement Savings Act of 2021 -- to increase retirement savings, to improve retirement plan administration, and for other purposes. S 1770Retirement Security & Savings Act -- to increase retirement savings, to improve retirement plan administration, and for other purposes. HR 3387/S 1762 Financial Factors in Selecting Retirement Plan Invest… HOUSE OF REPRESENTATIVES,SENATE   900000 0 0 2022-10-17T14:46:21-04:00
2869512 PORT SIDE STRATEGIES, LLC 0aa9bc74-7643-4caf-bd65-c1702ccf124c Q3 PORT SIDE STRATEGIES, LLC 401105394 SOCIAL SECURITY WORKS 2022 third_quarter RET H.R.5723 - Social Security 2100: A Sacred Trust - in support. Issues related to Social Security Administration funding - no specific legislation. S.4365 - Social Security Expansion Act - in support. S.1295 - TRUST Act of 2021 - opposed. H.R.8717 - You Earned It, You Keep It Act - in support. HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2022-10-17T20:10:01-04:00
2869591 WEST FRONT STRATEGIES LLC d5e4292e-7ff8-433f-9009-f0f6de2d83bb Q3 WEST FRONT STRATEGIES LLC 401103493 PRUDENTIAL FINANCIAL, INC. 2022 third_quarter RET Monitor issues related to pension plans. HOUSE OF REPRESENTATIVES,SENATE 50000   0 0 2022-10-17T20:57:21-04:00
2869599 VENABLE LLP 896304af-8d5c-4bb0-9d9f-acf219253d6f Q3 VENABLE LLP 39941 AMERICAN AIRLINES INC 2022 third_quarter RET Retirement policies affected by corporate minimum tax provision in P.L. Law No. 117-169, the Inflation Reduction Act of 2022 HOUSE OF REPRESENTATIVES,SENATE 90000   0 0 2022-10-17T21:02:28-04:00
2869669 VENABLE LLP c53ce732-287c-4125-8f6e-a9d35b89372a Q3 VENABLE LLP 39941 ASSOCIATION OF FOOD AND DAIRY RETAILERS, WHOLESALERS AND MANUFACTURERS 2022 third_quarter RET Multiemployer proposals and implementation guidance related to the multiemployer funding relief provision enacted as part of P.L. No.117-2, the American Rescue Plan Act of 2021 HOUSE OF REPRESENTATIVES,Pension Benefit Guaranty Corporation (PBGC),SENATE 110000   0 0 2022-10-17T21:32:06-04:00
2869855 PENN AVENUE PARTNERS 4f69baed-bc76-4a0d-9b53-c4b95911a48a Q3 PENN AVENUE PARTNERS 400918672 BRIGHTHOUSE FINANCIAL, INC. 2022 third_quarter RET Retirement issues impacting Brighthouse Financial. H.R.2954: SECURE 2.0. HOUSE OF REPRESENTATIVES,SENATE 30000   0 0 2022-10-18T02:25:32-04:00
2870060 PORTERFIELD, FETTIG & SEARS, LLC 18aaa493-8c0d-4190-b050-b6a153c89e7d Q3 PORTERFIELD, FETTIG & SEARS, LLC 305054 TIAA 2022 third_quarter RET Retirement issues HOUSE OF REPRESENTATIVES,SENATE 60000   0 0 2022-10-18T09:41:33-04:00
2870465 NATIONAL COUNCIL OF FARMER COOPERATIVES 3c3acb8f-4045-46ed-9a5d-60e449c9a130 Q3 NATIONAL COUNCIL OF FARMER COOPERATIVES 27638 NATIONAL COUNCIL OF FARMER COOPERATIVES 2022 third_quarter RET Issues relating to pension plans sponsored by farmer cooperatives; provisions relating to and impacting farmer cooperatives HOUSE OF REPRESENTATIVES,SENATE   301000 0 0 2022-10-18T11:04:31-04:00
2870575 DAVIS & HARMAN LLP 40ef3095-5714-4ff0-8c28-f46442134c5d Q3 DAVIS & HARMAN LLP 11674 EDWARD JONES INVESTMENTS 2022 third_quarter RET Proposals related to small business retirement issues and retirement savings issues. SIMPLE IRAs. Issues related to automatic enrollment. Partnership tax issues. Required minimum distribution issues. Proposals to assist military spouses. Issues related to emergency savings. Proposals related to net investment income. S. 321, Retirement Security Act (116th Congress). H.R. 4117, IRA Preservation Act (116th Congress). H.R. 1453/S. 1273, Military Spouses Retirement Security Act. S. 1703, Improving Access to Retirement Savings Act. H.R. 8606, To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes, and for other purposes (116th Congress), S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act. S. 1233/H.R. 821, Small Business Tax Fairness and Compliance Simplification Act. H.R. 5376, Build Back Better Act. S. 2387, Small Business Tax Fairness Act. H.R. 7146/S. 1870, Enhancing Emergency and Retirement Savings Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act. H.R. 7310, Protecting Americas Retirement Security Act. H.R. 6782/S. 3712, Auto Reenrollment Act. S. 4353, RISE & SHINE Act. S. 4808, Enhancing American Retirement Now (EARN) Act. S.1272, SIMPLE Plan Modernization Act. HOUSE OF REPRESENTATIVES,SENATE 40000   0 0 2022-10-18T11:23:35-04:00
2870642 DAVIS & HARMAN LLP 3dfb94bd-b7f0-4d4c-9790-83f338410f1c Q3 DAVIS & HARMAN LLP 11674 NATIONAL RURAL ELECTRIC COOPERATIVE ASSN 2022 third_quarter RET Proposals related to PBGC premiums. Proposals related to plan funding. Proposals to facilitate new growth of pension plans. Requirement for paper statements under ERISA. Proposals related to nondiscrimination testing of pension plans. Proposals related to defined benefit plan administration. Proposals related to Code Section 415 limit. Proposals related to employee tax credit for employer retirement contributions. Issues related to Internal Revenue Code Section 415. S. 1770, Retirement Security and Savings Act. S. 2352, Retirement Security Preservation Act (116th Congress). S. 2913/H.R. 5202, Protecting Critical Services for Mothers and Babies Act (116th Congress). S. 1625, Securing and Enabling Commerce Using Remote and Electronic Notarization Act. H.R. 8083, Preserving Employee Retirement Savings Act (116th Congress). S. 1703, Improving Access to Retirement Savings Act. H.R. 2954, Securing a Strong Retirement Act. H.R. 8606, To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes, and for other purposes (116th Congress). H.R. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act. H.R.6738, Retirement Tax Credit Parity for Cooperatives and Charities Act. S. 4808, Enhancing American Retirement Now (EARN) Act. S. 4353, RISE & SHINE Act. HOUSE OF REPRESENTATIVES,SENATE 10000   0 0 2022-10-18T11:34:17-04:00
2870703 DAVIS & HARMAN LLP 6257da6b-bbec-4365-850e-768cff3fc970 Q3 DAVIS & HARMAN LLP 11674 LPL FINANCIAL 2022 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 Code Section 199A. 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 (116th Congress). S. 1770, Retirement Security and Savings Act. S. 321, Retirement Security Act (116th Congress). S. 1272, SIMPLE Plan Modernization Act. H.R. 8083, Preserving Employee Retirement Savings Act (116th Congress). S. 1703, Improving Access to Retirement Savings. H.R. 2954, Securing a Strong Retirement Act. H.R. 8606, To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes, and for other purposes (116th Congress). S. 1233, Small Business Tax Fairness and Compliance Simplification Act. H.R. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act. S. 2387, Small Business Tax Fairness Act. H.R. 7146/S. 1870, Enhancing Emergency and Retirement Savings Act. H.R. 7310, Protecting Americas Retirement Security Act. H.R. 6782/S. 3712, Auto Reenrollment Act. S. 4808, Enhancing American Retirement Now (EARN) Act. S. 4353, RISE & SHINE Act. HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2022-10-18T11:42:25-04:00
2870707 DAVIS & HARMAN LLP aaeeca51-4b16-4505-9880-5be7bc8bb316 Q3 DAVIS & HARMAN LLP 11674 LPL FINANCIAL 2022 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 Code Section 199A. 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 (116th Congress). S. 1770, Retirement Security and Savings Act. S. 321, Retirement Security Act (116th Congress). S. 1272, SIMPLE Plan Modernization Act. H.R. 8083, Preserving Employee Retirement Savings Act (116th Congress). S. 1703, Improving Access to Retirement Savings. H.R. 2954, Securing a Strong Retirement Act. H.R. 8606, To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes, and for other purposes (116th Congress). S. 1233, Small Business Tax Fairness and Compliance Simplification Act. H.R. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act. S. 2387, Small Business Tax Fairness Act. H.R. 7146/S. 1870, Enhancing Emergency and Retirement Savings Act. H.R. 7310, Protecting Americas Retirement Security Act. H.R. 6782/S. 3712, Auto Reenrollment Act. S. 4808, Enhancing American Retirement Now (EARN) Act. S. 4353, RISE & SHINE Act. HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2022-10-18T11:42:33-04:00
2870757 DAVIS & HARMAN LLP 648b5d05-8ce1-45f1-a228-1e5ebe887182 Q3 DAVIS & HARMAN LLP 11674 NATIONWIDE INSURANCE COMPANIES 2022 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. Proposals related to emergency savings accounts. 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 to reform 403(b) plan investments. Proposals related to electronic disclosure. H.R. 4610/S. 3795, RETIRE Act (115th Congress). H.R. 1439, Increasing Access to a Secure Retirement Act (116th Congress). S. 1770, Retirement Security and Savings Act. S. 1011, to modify the requirements for multiple employer plans, and for other purposes (116th Congress). S. 321, Retirement Security Act (116th Congress). Proposals related to ETFs and variable annuities. H.R. 2951, To direct the Secretary of the Treasury to modify certain regulations relating to insurance dedicated exchange traded funds. S. 1703, Improving Access to Retirement Savings Act. H.R. 2954, Securing a Strong Retirement Act. H.R. 8606, To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes, and for other purposes (116th Congress). H.R. 1319, the American Rescue Plan Act. H.R. 7146/S. 1870, Enhancing Emergency and Retirement Savings Act. H.R. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act. H.R. 7310, Protecting Americas Retirement Security Act. H.R. 6782/S. 3712, Auto Reenrollment Act. H.R. 2741, Public Service Retirement Fairness Act. S. 4808, Enhancing American Retirement Now (EARN) Act. S. 4353, RISE & SHINE Act. HOUSE OF REPRESENTATIVES,SENATE 10000   0 0 2022-10-18T11:52:56-04:00
2870791 DAVIS & HARMAN LLP d1db5055-00d5-49cc-bb3c-eaa5debba561 Q3 DAVIS & HARMAN LLP 11674 FMR LLC 2022 third_quarter RET Proposals to expand retirement plan coverage and adequacy, including proposals to reform the multiple employer plan rules. Proposals related to creating of new qualified retirement plans for small business. Issues related to tax incentives for retirement savings. Qualified plan issues. Proposals related to self correcting inadvertent plan errors. Work related to brokerage window investments. Proposals related to electronic disclosure. S. 1770, Retirement Security and Savings Act. S. 1011, to modify the requirements for multiple employer plans, and for other purposes (116th Congress). H.R. 4610/S. 3795, RETIRE Act. S. 1272, SIMPLE Plan Modernization Act. S. 321, Retirement Security Act (116th Congress). Issues related to e-notarization. S. 1443/H.R. 2917, Retirement Parity for Student Loans Act. S. 1625, Securing and Enabling Commerce Using Remote and Electronic Notarization Act. S. 1703, Improving Access to Retirement Savings. H.R. 2954, Securing a Strong Retirement Act. H.R. 8606, To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes, and for other purposes (116th Congress). H.R. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act. H.R. 7146/S. 1870, Enhancing Emergency and Retirement Savings Act. H.R. 7310, Protecting Americas Retirement Security Act. H.R. 6782/S. 3712, Auto Reenrollment Act. S. 4808, Enhancing American Retirement Now (EARN) Act. S. 4353, RISE & SHINE Act. S. 4147/H.R. 7860, Financial Freedom Act. HOUSE OF REPRESENTATIVES,SENATE 10000   0 0 2022-10-18T11:59:06-04:00
2870819 DAVIS & HARMAN LLP d037998d-1253-45f1-99f4-93e839736f06 Q3 DAVIS & HARMAN LLP 11674 GIRL SCOUTS OF THE USA 2022 third_quarter RET Pension funding issues. PBGC related issues. H.R. 2954, Securing a Strong Retirement Act. S. 4808, Enhancing American Retirement Now (EARN) Act. S. 4353, RISE & SHINE Act. HOUSE OF REPRESENTATIVES,SENATE 30000   0 0 2022-10-18T12:03:50-04:00
2870838 DAVIS & HARMAN LLP 94f46b51-009f-43dd-93b9-be93cefa76a7 Q3 DAVIS & HARMAN LLP 11674 BROKER/DEALER COORDINATION GROUP 2022 third_quarter RET Issues related to the effect of the Department of Labor's fiduciary definition regulation and coordination of such regulation with SEC broker/dealer standard of care. Legislative proposals to address the fiduciary issue or the SEC standard of care. State fiduciary rules. HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE     0 0 2022-10-18T12:07:48-04:00
2870879 DAVIS & HARMAN LLP 4589957b-f020-46a6-b34d-e81de226f6ef Q3 DAVIS & HARMAN LLP 11674 WILLIS NORTH AMERICA INC 2022 third_quarter RET Issues related to government issued mortality tables. Issues related to tax incentives for retirement savings. Retirement assumption issues. Work regarding 15% pension minimum tax issue. S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act. H.R. 5376, Build Back Better Act. H.R. 7146/S. 1870, Enhancing Emergency and Retirement Savings Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act. H.R. 7310, Protecting Americas Retirement Security Act. H.R. 6782/S. 3712, Auto Reenrollment Act. S. 4808, Enhancing American Retirement Now (EARN) Act. S. 4353, RISE & SHINE Act. HOUSE OF REPRESENTATIVES,SENATE     0 0 2022-10-18T12:12:02-04:00
2870899 FEDERAL HALL POLICY ADVISORS, LLC ba1fee78-489b-4995-b8f5-58a9247a160a Q3 FEDERAL HALL POLICY ADVISORS, LLC 401104646 PROTECTIVE LIFE CORPORATION 2022 third_quarter RET Issues related to retirement security, including H.R.2954 - The Securing a Strong Retirement Act. HOUSE OF REPRESENTATIVES,SENATE 30000   0 0 2022-10-18T12:15:27-04:00
2870926 DAVIS & HARMAN LLP 3d02993c-9b99-48fb-99e8-af6e501c5427 Q3 DAVIS & HARMAN LLP 11674 STATE STREET BANK AND TRUST CO. 2022 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. Issues related to default annuitization. H.R. 1907, Retirement Security for American Workers Act (116th Congress). Proposals related to environmental, social, and governance criteria in plan investments and proxy voting. Child Savings Accounts. H.R. 4523, the Automatic Retirement Plan Act (115th Congress). 403(b) investments. Annuity defaults. Annuity tax credits. S. 1770, Retirement Security and Savings Act. S. 1011, to modify the requirements for multiple employer plans, and for other purposes (116th Congress). S. 321, Retirement Security Act (116th Congress). H.R. 2741, Public Service Retirement Fairness Act. S. 1703, Improving Access to Retirement Savings. H.R. 2954, Securing a Strong Retirement Act. H.R. 8606, To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes, and for other purposes (116th Congress). H.R. 1319, the American Rescue Plan Act. H.R. 7146/S. 1870, Enhancing Emergency and Retirement Savings Act of 2021. H.R. 5376, Build Back Better Act. H.R. 2913, Encouraging Americans to Save Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act. H.R. 7310, Protecting Americas Retirement Security Act. H.R. 6782/S. 3712, Auto Reenrollment Act. H.R.2741, Public Service Retirement Fairness Act. S. 4808, Enhancing American Retirement Now (EARN) Act. S. 4353, RISE & SHINE Act. HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2022-10-18T12:17:36-04:00
2870990 DAVIS & HARMAN LLP ecf78ead-e9fd-4aa6-b795-cc5cae79c7e2 Q3 DAVIS & HARMAN LLP 11674 TRANSAMERICA LIFE INSURANCE COMPANY 2022 third_quarter RET Proposals related to retirement plans for small business. Proposals to reform the multiple employer plan rules. Proposals related to ABLE accounts. Issues related to defined benefit plan funding. Guidance related to nondiscrimination rules for defined contribution plan annuity investment products. Issues related to tax incentives for retirement savings. Issues related to income investment options. Proposals related to electronic disclosure. Plan consolidation. Issues related to PEP trustees. Issues related to audits of groups of plans. Proposals to reform 403(b) plan investments. Proposals to amend the Internal Revenue Code and ERISA to avoid duplicative annual reporting, including H.R. 982 and S. 354. S. 1770, Retirement Security and Savings Act. S. 1011, to modify the requirements for multiple employer plans, and for other purposes (116th Congress). S. 321, Retirement Security Act. H.R. 4523, the Automatic Retirement Plan Act (115th Congress). H.R. 4637, the SAVE Act (115th Congress). H.R. 4610/S. 3759, RETIRE Act (115th Congress). Issues related to e-notarization. H.R. 2741, Public Service Retirement Fairness Act. S. 1625, Securing and Enabling Commerce Using Remote and Electronic Notarization Act. S. 1703, Improving Access to Retirement Savings. H.R. 2954, Securing a Strong Retirement Act. H.R. 8606, To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes, and for other purposes (116th Congress). H.R. 423/H.R. 409, Emergency Pension Plan Relief Act. H.R. 1319, the American Rescue Plan Act. H.R. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act. H.R. 6912, Pooled Employer Plan Fix Act. H.R. 2741, Public Service Retirement Fairness Act of 2021. H.R. 7146/S. 1870, Enhancing Emergency and Retirement Savings Act. H.R. 7310, Protecting Americas Retirement Security Act. H.R. 6782/S. 3712, Auto Reenrollment Act. S. 4154, Simplifying Small Business Retirement Savings Act. S. 4153, Incentivizing Small Business Retirement Savings Act… HOUSE OF REPRESENTATIVES,SENATE 30000   0 0 2022-10-18T12:28:13-04:00
2871053 RICH FEUER ANDERSON df0a89e7-99b5-4f81-a758-680ca2cd0635 Q3 RICH FEUER ANDERSON 84775 THE GLOBAL ATLANTIC FINANCIAL GROUP LLC 2022 third_quarter RET Legislation and regulations expanding access to retirement solutions, including H.R. 2954, the "Securing a Strong Retirement Act of 2021." HOUSE OF REPRESENTATIVES,SENATE 50000   0 0 2022-10-18T12:36:54-04:00
2871059 DAVIS & HARMAN LLP 491e492c-335e-41bd-a7b5-f5d9c7ed196e Q3 DAVIS & HARMAN LLP 11674 AMERICAN BENEFITS COUNCIL 2022 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 nonqualified deferred compensation. Work regarding automatic plans and backdoor Roth contributions. Proposals related to plan amendment deadlines. Proposals related to PEP service crediting. Proposals related to Section 401(h) surplus and VEBA surplus. Issues related to Internal Revenue Code Section 162(m). Issues related to tax incentives for retirement savings. Issues related to electronic notarization. Proposals related to environmental, social, and governance plan investments and proxy voting. 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 related 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. Annuitiz… HOUSE OF REPRESENTATIVES,SENATE 40000   0 0 2022-10-18T12:39:03-04:00
2871094 AZOA SERVICES CORP(ALLIANZ OF AMERICA) FORMERLY AZOA SERIVCES CORP/FIREMAN'S FUND(ALLIANZ OF AMERICA 62125a78-4fb2-4db6-af5d-4c79688dc453 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 2022 third_quarter RET Monitor SEC's Regulation Best Interest Regarding the Department of Labors Financial Factors in Selecting Plan Investments, support changes to prevent the Department from requiring plan fiduciaries to select investments based solely on pecuniary factors and prohibiting consideration of Environmental, Societal, and Governmental factors. (No specific bills.) H.R. 2954, the Securing a Strong Retirement Act of 2021. S.1443, The Retirement Parity for Student Loans Act. H.R.4865, the Registration for Index-Linked Annuities Act. S.3198, the Registration for Index-Linked Annuities Act. HOUSE OF REPRESENTATIVES,SENATE   520000 0 0 2022-10-18T12:45:09-04:00
2871262 NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC. bd44cda9-c26e-4659-82db-1a6e768eade0 Q3 NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC. 26980 NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC. 2022 third_quarter RET Social Security Fairness Act; Public Servants Protection and Fairness Act; Public Safety Retirees Healthcare Protection Act; Expanding Health Care Options for Early Retirees Act; Securing a Strong Retirement Act; Wally Bunker HELPS Retirees Improvement Act; Police and Fire Healthcare Protection Act; EARN Act; WEP reform; Protecting Public Safety Employees' Timely Retirement Act of 2022. HOUSE OF REPRESENTATIVES,SENATE   60000 0 0 2022-10-18T13:18:11-04:00
2871479 MILLER & CHEVALIER CHARTERED 7f482135-6c6d-4c8b-88c0-df480cc861df Q3 MILLER & CHEVALIER CHARTERED 25306 DELPHI SALARIED RETIREES ASSOCIATION 2022 third_quarter RET H.R. 6929 - Susan Muffley Act of 2022 HOUSE OF REPRESENTATIVES,SENATE 50000   0 0 2022-10-18T13:54:48-04:00
2871700 NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE 3952a80a-4d9a-4b57-80f0-4e0470b8f7b7 Q3 NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE 27467 NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE 2022 third_quarter RET Social Security Cost of Living Adjustment (COLA). The Fair COLA for Seniors Act (H.R. 4315): Proposal to adopt the Consumer Price Index for the Elderly (CPI-E) for the purpose of determining COLAs for Social Security beneficiaries. Social Security Expansion. The Social Security 2100 Act: A Sacred Trust (H.R. 5723 and S. 3071): Proposals to improve benefits and to strengthen Social Security's financing by altering the payroll tax cap, among other changes. Social Security Expansion. The Social Security Expansion Act (S. 4365 and H.R. 8005): A bill to enhance Social Security benefits and ensure the long-term solvency of the Social Security program. Social Security Expansion. The Safeguarding American Families & Expanding Social Security Act of 2021 (S. 3070): Various provisions updating and modernizing Social Security benefits and extending solvency of the Social Security Trust Funds. Social Security Expansion. Protecting and Preserving Social Security Act (H.R. 8467 and S. 4583): A bill to adopt the Consumer Price Index for the Elderly (CPI-E) for the purpose of determining COLAs for Social Security beneficiaries and to ensure the long-term solvency of the Social Security program by altering the payroll tax cap. Caregiver Social Security Credits. The Social Security Caregiver Credits Act (H.R. 3632 and S. 1955): 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 Government Pension Offset and Windfall Elimination Provision. The Social Security Fairness Act of 2021 (H.R. 82 and S. 1302) and the Public Servants Protection and Fairness Act of 2021 (H.R. 2337): Proposals to repeal or modify the Government Pension Offset and Windfall Elimination Provision. Social Security Notch. (No bill): Proposals to ensure that Social Security benefits for individuals born in 1960 and 1961 are not reduced as a result of the coronavirus-related drop in the average wage index. Pr… Administration on Aging,Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),Labor, Dept of (DOL),SENATE,Social Security Administration (SSA),Treasury, Dept of   210000 0 0 2022-10-18T14:35:18-04:00
2872073 ALLSTATE INSURANCE COMPANY 7287b2dc-3894-4c2d-b3d5-2f60b888de7d Q3 ALLSTATE INSURANCE COMPANY 1114 ALLSTATE INSURANCE COMPANY 2022 third_quarter RET Issues related to fiduciary standard. HOUSE OF REPRESENTATIVES,SENATE   226011 0 0 2022-10-18T15:24:37-04:00
2872094 AICPA ASSOCIATION OF INTERNATIONAL CERTIFIED PROFESSIONAL ACCOUNTANTS 463f92fc-0dce-4810-8028-661a1bd7bd50 Q3 AICPA ASSOCIATION OF INTERNATIONAL CERTIFIED PROFESSIONAL ACCOUNTANTS 401104268 AICPA ASSOCIATION OF INTERNATIONAL CERTIFIED PROFESSIONAL ACCOUNTANTS 2022 third_quarter RET Group-of-plans consolidated audit. HOUSE OF REPRESENTATIVES,SENATE   1300000 0 0 2022-10-18T15:25:11-04:00
2872549 CMFG LIFE INSURANCE COMPANY b70576f1-0669-424c-98a4-dc0377f3af28 Q3 CMFG LIFE INSURANCE COMPANY 80510 CMFG LIFE INSURANCE COMPANY 2022 third_quarter RET Support S.1443 and H.R.2917, Retirement Parity for Student Loans Act of 2021. Support H.R.2954 Secure a Strong Retirement Act and S.1770 Retirement Savings and Security to promote the adoption of employer sponsored retirement savings plans and employee participation in such plans. Support S. 4353, RISE & SHINE Act (retirement). Support S. 4808 Enhancing American Retirement Now (EARN) Act. HOUSE OF REPRESENTATIVES,SENATE   160000 0 0 2022-10-18T16:25:50-04:00
2872824 MARIA FREESE 2e27fbdf-e82e-48e0-86bc-42cdb20aea50 Q3 MARIA FREESE 400861526 NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE 2022 third_quarter RET Social Security Cost of Living Adjustment (COLA). The Fair COLA for Seniors Act (H.R. 4315): Proposal to adopt the Consumer Price Index for the Elderly (CPI-E) for the purpose of determining COLAs for Social Security beneficiaries. Social Security Expansion. The Social Security 2100 Act: A Sacred Trust (H.R. 5723 and S. 3071): Proposals to improve benefits and to strengthen Social Security's financing by altering the payroll tax cap, among other changes. Social Security Expansion. The Social Security Expansion Act (S. 4365 and H.R. 8005): A bill to enhance Social Security benefits and ensure the long-term solvency of the Social Security program. Social Security Expansion. The Safeguarding American Families & Expanding Social Security Act of 2021 (S. 3070): Various provisions updating and modernizing Social Security benefits and extending solvency of the Social Security Trust Funds. Social Security Expansion. Protecting and Preserving Social Security Act (H.R. 8467 and S. 4583): A bill to adopt the Consumer Price Index for the Elderly (CPI-E) for the purpose of determining COLAs for Social Security beneficiaries and to ensure the long-term solvency of the Social Security program by altering the payroll tax cap. Caregiver Social Security Credits. The Social Security Caregiver Credits Act (H.R. 3632 and S. 1955): 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 Government Pension Offset and Windfall Elimination Provision. The Social Security Fairness Act of 2021 (H.R. 82 and S. 1302) and the Public Servants Protection and Fairness Act of 2021 (H.R. 2337): Proposals to repeal or modify the Government Pension Offset and Windfall Elimination Provision. Social Security Notch. (No bill): Proposals to ensure that Social Security benefits for individuals born in 1960 and 1961 are not reduced as a result of the coronavirus-related drop in the average wage index. Pr… Administration on Aging,Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),Labor, Dept of (DOL),SENATE,Social Security Administration (SSA),Treasury, Dept of 23000   0 0 2022-10-18T17:03:06-04:00
2873019 BROWNSTEIN HYATT FARBER SCHRECK, LLP ca676920-019e-432e-baea-dbd3afb63d2e Q3 BROWNSTEIN HYATT FARBER SCHRECK, LLP 7257 UNIVERSAL SAVINGS FOR AMERICANS, FORMERLY REPORTED AS, SAVINGUSA 2022 third_quarter RET Issues related to the retirement savings program HOUSE OF REPRESENTATIVES,SENATE 50000   0 0 2022-10-18T17:43:26-04:00
2873814 PRINCIPAL FINANCIAL GROUP 6c431474-1e43-4849-b793-d8e505db6e20 Q3 PRINCIPAL FINANCIAL GROUP 32178 PRINCIPAL FINANCIAL GROUP 2022 third_quarter RET HR2954 Securing a Strong Retirement Act of 2021 To increase retirement savings, simplify and clarify retirement plan rules, and for other purposes. S1770 Retirement Security and Savings Act of 2021 To amend the Internal Revenue Code of 1986 to reform retirement provisions, and for other purposes. S1870 The Enhancing Emergency and Retirement Savings Act of 2021 The bill is designed to allow DC participants and IRA savers to take limited, penalty-free withdrawals from their DC plans or IRAs, under the premise of assisting with emergency expenses. This permits penalty-free distributions, up to $1,000, from tax-exempt retirement plans for emergency personal expenses, limited to one distribution in a calendar year. The bill allows repayment to plans of such distributions over a three-year period. S 2583 A bill to amend the Internal Revenue Code of 1986 to provide for rules for the use of retirement funds in connection with federally declared disasters (Cassidy/Menendez): This bill allows penalty-free distributions from tax-exempt retirement plans for a federally declared disaster (i.e., a qualified disaster recovery distribution). The bill defines qualified disaster recovery distribution as any distribution within a 180 day period after a disaster declaration that is made to an individual whose principal residence is located in a qualified disaster area (an area for which a major disaster has been declared) and who has sustained an economic loss due to the disaster. The bill sets forth rules for the recontribution of withdrawals from a plan for first-time home purchases or for purchases or construction of a principal residence in a disaster area, and increases the limit on loans from a qualified employer plan that an individual may take in lieu of a distribution. HR 2741 Public Service Retirement Fairness Act. A bill to generally permit 403(b) plans to invest in collective investment trusts (CIT) S 2452 Wyden SAVERS Credit: This bill sets forth provisions to provide matching payments for retirement savings and Individ… HOUSE OF REPRESENTATIVES,SENATE   538000 0 0 2022-10-19T08:42:03-04:00
2874329 MORGAN, LEWIS & BOCKIUS, LLP 2310e942-3fe3-4187-bd64-6ae0503d0b8a Q3 MORGAN, LEWIS & BOCKIUS, LLP 25818 ROAD CARRIERS LOCAL 707 WELFARE AND PENSION FUNDS 2022 third_quarter RET Multiemployer Pension Plan Relief HOUSE OF REPRESENTATIVES,SENATE     0 0 2022-10-19T10:08:24-04:00
2874345 MORGAN, LEWIS & BOCKIUS, LLP f3d58fc8-4c6f-4a7a-bd25-5fff489ace2a Q3 MORGAN, LEWIS & BOCKIUS, LLP 25818 NEW YORK STATE TEAMSTERS CONFERENCE PENSION AND RETIREMENT FUND 2022 third_quarter RET Multiemployer Pension Plan Relief HOUSE OF REPRESENTATIVES,SENATE     0 0 2022-10-19T10:10:36-04:00
2874635 NATIONAL RURAL LETTER CARRIERS' ASSOCIATION e133e1ea-bf13-41a6-90bc-dfaf32c3e1ef Q3 NATIONAL RURAL LETTER CARRIERS' ASSOCIATION 28526 NATIONAL RURAL LETTER CARRIERS' ASSOCIATION 2022 third_quarter RET H.R.82-"Social Security Fairness Act of 2021"-this legislation repeals provisions that would reduce Social Security benefits for individuals who receive other benefits such as a pension from a state or local government, and eliminates the GPO and WEP. The NRLCA supports this bill. H.R.2337-"Public Servants Protection and Fairness Act", this legislation offsets the WEP and provides limited relief for those beneficiaries impacted. The NRLCA has not taken a position. HOUSE OF REPRESENTATIVES,SENATE   125000 0 0 2022-10-19T10:38:45-04:00
2875158 WINNING STRATEGIES WASHINGTON fd7b73e0-83cf-4fc3-8485-a54f86538f24 Q3 WINNING STRATEGIES WASHINGTON 50796 PRUDENTIAL 2022 third_quarter RET Retirement & pensions HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2022-10-19T11:26:14-04:00
2875221 AARP d5d4c8cb-ba4f-47d3-99fc-1b1b324f68de Q3 AARP 1694 AARP 2022 third_quarter RET S. 4102, SSI Savings Penalty Elimination Act. H.R. 5723, Social Security 2100: A Sacred Trust. No bill number. Discussed Social Security retirement earnings test. H.R. 82, Social Security Fairness Act of 2021. H.R. 2337, Public Servants Protection and Fairness Act of 2021. H.R. 5834, Equal Treatment of Public Servants Act of 2021. No bill number. Discussed private retirement and Social Security enhancements. No bill number. Discussed temporary increases in Social Security benefits in response to inflation. No bill number. Discussed customer service issues at the Social Security Administration. H.R. 6590, Senior Citizens Tax Elimination Act. S. 3684 / H.R. 7274, Improving Social Securitys Service to Victims of Identity Theft Act. S. 1295 / H.R. 2575, TRUST Act of 2021. H.R. 4143 / S. 2204, Know Your Social Security Act. No bill number, Discussed long term solvency of Social Security program. No bill number. Discussed the Secure 2.0 retirement package. S. 4808, the Enhancing American Retirement Now (EARN) Act of 2022. S. 4353, the Retirement Improvement and Savings Enhancement to Supplement Healthy Investments for the Nest Egg Act of 2022 H.R. 2954, the Securing a Strong Retirement Act of 2022. H.R. 8295 Labor, Health & Human Services Appropriations Act, FY 2023. H.R.6833 Making continuing appropriations, FY 2023. No bill number. Discussed disability policies, SSI, retirement accounts, and long-term care. No bill number. Discussed suspension of required minimum distribution for 2022. H.R. 6929, Susan Muffley Act H.R. 6590, Senior Citizens Tax Elimination Act. No bill number. Discussed Enhanced Earned Income Tax Credit. HOUSE OF REPRESENTATIVES,SENATE,Social Security Administration (SSA)   4790000 0 0 2022-10-19T11:31:49-04:00
2875260 THE CHARLES SCHWAB CORPORATION 1292cd13-3cdf-4d7e-9028-8d3ef377592f Q3 THE CHARLES SCHWAB CORPORATION 34637 CHARLES SCHWAB CORPORATION 2022 third_quarter RET S. 4808, the Enhancing American Retirement Now Act; S. 4353, the Retirement Improvement and Savings Enhancement to Supplement Healthy Investments for the Nest Egg Act. SENATE   810000 0 0 2022-10-19T11:36:17-04:00
2875389 HARBINGER STRATEGIES, LLC df544527-86e2-4159-8a14-264f48be0315 Q3 HARBINGER STRATEGIES, LLC 401103523 NEW YORK LIFE 2022 third_quarter RET SECURE Act 2.0. HOUSE OF REPRESENTATIVES 60000   0 0 2022-10-19T11:48:00-04:00
2876257 VAN SCOYOC ASSOCIATES 551d5a47-0466-41f8-aec6-ab5c9afee82b Q3 VAN SCOYOC ASSOCIATES 39837 PAYCHEX 2022 third_quarter RET S.4808, EARN Act, Retirement related issues H.R.2954, Securing a Strong Retirement Act of 2021, Retirement related issues S.4353, RISE & SHINE Act, Retirement related issues HOUSE OF REPRESENTATIVES,SENATE 60000   0 0 2022-10-19T12:51:09-04:00
2876446 AMERICAN FEDERATION OF STATE, COUNTY AND MUNICIPAL EMPLOYEES e8f0fa77-18ca-4e0e-bb06-cf7dbc10e81f Q3 AMERICAN FEDERATION OF STATE, COUNTY AND MUNICIPAL EMPLOYEES 2321 AMERICAN FEDERATION OF STATE COUNTY AND MUNICIPAL EMPLOYEES 2022 third_quarter RET HR 5723, HR 82, S 1302- Social Security Reforms- Social Security Fairness Act of 2021, Social Security 2100: A Sacred Trust, GPO/WEP HOUSE OF REPRESENTATIVES,SENATE   470000 0 0 2022-10-19T13:02:47-04:00
2876544 PRUDENTIAL FINANCIAL, INC. 3ede1cfe-cd34-4f69-a5ae-e0e743e0d23c Q3 PRUDENTIAL FINANCIAL, INC. 32338 PRUDENTIAL FINANCIAL INC 2022 third_quarter RET AssociationRetirement Plans Lifetime Income Disclosure & Regulatory Issues - all provisions Automatic Retirement Plan Act Electronic Disclosure - ERISA/Internal Revenue Code - issues/provisions relating to the use of electronic disclosure by employee benefit plans Receiving Electronic Statements to Improve Retiree Earnings (RETIRE) Act Qualified Professional Asset Manager (OPAM) Exception Amendment Qualified Default Investment Allocation for Annuities Securing a Strong Retirement Act of 2021 (SECURE 2.0) Retirement Security and Savings Act of 2021 HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Office of Management & Budget (OMB),SENATE,Treasury, Dept of   509389 0 0 2022-10-19T13:15:31-04:00
2876712 WILLIAMS AND JENSEN, PLLC 63cd826b-2e39-4ec8-b3bb-e29cd819122b Q3 WILLIAMS AND JENSEN, PLLC 41454 HOUSTON FIREFIGHTERS RELIEF AND RETIREMENT FUND 2022 third_quarter RET Legislation related to Social Security penalties (H.R. 82, S. 1302, H.R. 2337, H.R. 5834, and H.R. 5723). HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of 40000   0 0 2022-10-19T13:29:45-04:00
2876739 WILLIAMS AND JENSEN, PLLC 74cd8bdd-0005-4e5e-bcd7-1ab0d33f620a Q3 WILLIAMS AND JENSEN, PLLC 41454 LOS ANGELES COUNTY EMPLOYEES' RETIREMENT SYSTEM 2022 third_quarter RET Legislation related to Social Security penalties (H.R. 82, S. 1302, H.R. 2337, H.R. 5834, and H.R. 5723). HOUSE OF REPRESENTATIVES,SENATE 50000   0 0 2022-10-19T13:31:20-04:00
2876938 DAIRY FARMERS OF AMERICA, INC. 1707f3f4-4eab-4416-8645-3a5dc1fcf08d Q3 DAIRY FARMERS OF AMERICA, INC. 47314 DAIRY FARMERS OF AMERICA INC 2022 third_quarter RET Educated members of Congress on problems with multi-employer pensions. HOUSE OF REPRESENTATIVES,SENATE   190000 0 0 2022-10-19T13:43:32-04:00
2877097 WILLIAMS AND JENSEN, PLLC 531f62c5-92b3-46d8-b6d7-7d539b586000 Q3 WILLIAMS AND JENSEN, PLLC 41454 THE VANGUARD GROUP, INC. 2022 third_quarter RET Retirement and savings issues, generally; Securing a Strong Retirement Act of 2021 (H.R. 2954). Retirement Security & Savings Act (S. 1770). S. 4808, the Enhancing American Retirement Now (EARN) Act, and S. 4353, the RISE and SHINE Act. HOUSE OF REPRESENTATIVES,SENATE 60000   0 0 2022-10-19T13:55:19-04:00
2877316 FEDEX CORPORATION 1a49aa39-9024-48f5-bf09-23d3d11bbf2c Q3 FEDEX CORPORATION 43285 FEDEX CORPORATION 2022 third_quarter RET General monitoring of the implementation of the American Rescue Plan Act (P.L. 117-2) HOUSE OF REPRESENTATIVES,SENATE   2990000 0 0 2022-10-19T14:07:44-04:00
2877373 AMERICAN BENEFITS COUNCIL f2ab2d25-f461-40b8-99ed-346e1175bbaa Q3 AMERICAN BENEFITS COUNCIL 4675 AMERICAN BENEFITS COUNCIL 2022 third_quarter RET Legislative FY 2023 Budget Proposal - tax policy, pandemic preparedness Inflation Reduction Act - H.R. 5376/Public Law No. 117-169 - retirement policy and revenue-raising provisions Infrastructure Investment and Jobs Act (IIJA) - H.R. 3684 -defined benefit pension stabilization option provision Retirement Improvement and Savings Enhancement (RISE) Act - H.R. 5891 RISE & SHINE Act - S. 4353 Securing a Strong Retirement Act - H.R. 2954 The Enhancing American Retirement Now (EARN) Act - S. 4808 Helping Parents Save for College Act - S. 4103 The Emergency Savings Act - S. 4310 ABLE Employment Flexibility ACT (AEFA) - H.R. 4672 Womens Retirement Protection Act (WRPA) - S. 2446/H.R. 4678 Encouraging Americans to Save Act (EASA) - S. 2452/H.R. 2913 Improving Access to Retirement Savings Act - S. 1703 Retirement Savings Lost and Found Act - S. 1730 Retirement Parity for Student Loans Act - S. 1443/H.R. 2917 Financial Factors in Selecting Retirement Plan Investment Act - S. 1762 Retirement Security and Savings Act of 2021 - S. 1770 Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870/H.R. 7146 Retirement Security Flexibility Act - S. 2602 Emergency Pension Plan Relief Act - H.R. 409 Emergency Pension Plan Relief Act - H.R. 423 Financial Freedom Act - S. 4147 Advancing Auto-portability Act of 2022 - S. 4406 Retirement Savings Modernization Act - S. 4973 Lifetime Income for Employees (LIFE) Act - H.R. 6476 Auto Reenroll Act of 2022 - H.R. 6782 Employee and Retiree Access to Justice Act - H.R. 7740/S. 4219 Mental Health Matters Act - H.R. 7780 Cybersecurity Cryptocurrency Brokerage windows Defined Benefit Plan (DB) Issues Environmental, Social and Governance (ESG) principals in investing ERISA Uniformity Pension Benefit Guaranty Corporation (PBGC) premiums Pooled Employer Plan (PEPs) Issues Tax Incentives for 401 (k) contributions Telework practices Electronic communication Regulatory Department of Treasury (Treasury)/Internal Revenue Service (IRS) - delay of Setting Every Community Up for Retirement Enhancement … HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Office of Management & Budget (OMB),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of,White House Office   289285 0 0 2022-10-19T14:12:23-04:00
2877538 CAPITOL COUNSEL LLC f2d56d09-7256-4caa-8603-b1fb369a919e Q3 CAPITOL COUNSEL LLC 313715 MARCH OF DIMES INC. 2022 third_quarter RET Advice and advocacy regarding pension funding. HOUSE OF REPRESENTATIVES,SENATE 30000   0 0 2022-10-19T14:21:05-04:00
2877689 ELEVATE GOVERNMENT AFFAIRS, LLC fa63e0a2-7c86-47f2-8f24-432438c29197 Q3 ELEVATE GOVERNMENT AFFAIRS, LLC 401105417 NETJETS, INC. 2022 third_quarter RET Issues associated with pilot retirement. HOUSE OF REPRESENTATIVES,Natl Transportation Safety Board (NTSB),SENATE,Transportation, Dept of (DOT) 60000   0 0 2022-10-19T14:28:03-04:00
2877885 TREA SENIOR CITIZENS LEAGUE ae4726c1-a467-4fd9-8853-32baf428d59a Q3 TREA SENIOR CITIZENS LEAGUE 38426 TREA SENIOR CITIZENS LEAGUE 2022 third_quarter RET Social Security Cost of Living Adjustment (H.R. 4315, H.R. 4921, H.R. 5723, S. 3071), Social Security Reform (H.R. 5723, S.3071), Repeal of the Windfall Elimination Provision and the Government Pension Offset H.R. 82, S.1302), High cost of prescription drugs, Special Stimulus for Social Security Recipients. HOUSE OF REPRESENTATIVES,SENATE     0 0 2022-10-19T14:42:54-04:00
2878004 ALLIANCE FOR RETIRED AMERICANS d6522ab6-1153-4ca5-9fe4-b4f7ee6e6f48 Q3 ALLIANCE FOR RETIRED AMERICANS 67238 ALLIANCE FOR RETIRED AMERICANS 2022 third_quarter RET 1. Proposals to change the Social Security annual Cost of Living Adjustment formula 2. Proposals to raise the Social Security normal retirement age 3. Proposals to "means test" Social Security benefits 4. Beneficiary information available through Social Security Administration field offices 5. Status of the Social Security Disability Insurance Trust Fund 6. Closing Status of Social Security Administration field offices 7. Implementation of the Multiemployer Pension Reform Act of 2014 8. Status of Social Security Disability claims backlog 9. Proposals regarding the Social Security Windfall Elimination Provision 10. Proposals regarding the Social Security Government Pension Offset 11. H.R. 82, Social Security Fairness Act of 2021, entire bill 12. S. 1302, Social Security Fairness Act, entire bill 13. S. 1772, Surviving Widow(er) Income Fair Treatment Act of 2021, or the SWIFT Act", entire bill 14. S. 1099, Protecting Married Seniors From Impoverishment Act, entire bill 15. H.R. 4921, Strengthening Social Security Act of 2021, entire bill 16. H.R. 5637, Meeting our Seniors Social Security Needs Act, entire bill 17. H.R. 5723, Social Security 2100: A Sacred Trust, entire bill 18. S. 3070, Safeguarding American Families and Expanding Social Security Act of 2021, entire bill 19. S. 3177, Protection of Social Security Benefits Restoration Act, entire bill 20. Re-opening of and customer service at Social Security field offices 21. Proposals regarding fiduciary rules for advisers of individuals with individual retirement accounts 22. S. 4365, Social Security Expansion Act, entire bill 23. Withdrawal liability provisions in the PBGC Special Financial Assistance Rule HOUSE OF REPRESENTATIVES,Pension Benefit Guaranty Corporation (PBGC),SENATE,Social Security Administration (SSA)   70000 0 0 2022-10-19T14:51:48-04:00
2878145 DAVIS & HARMAN LLP 5e91e1e5-9893-473c-89ce-e5ef75b774a8 Q3 DAVIS & HARMAN LLP 11674 LINCOLN NATIONAL CORPORATION 2022 third_quarter RET Comprehensive pension and retirement savings legislation. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Issues related to paid family, sick, and medical leave. S. 1770, Retirement Security and Savings Act. S. 2370, Automatic IRA Act (116th Congress). H.R. 2954, Securing a Strong Retirement Act. H.R. 5376, Inflation Reduction Act Act. H.R. 2741, Public Service Retirement Fairness Act. H.R. 6912, Pooled Employer Plan Fix Act. S. 4808, Enhancing American Retirement Now (EARN) Act. S. 4353, RISE & SHINE Act. S. 4154, Simplifying Small Business Retirement Savings Act. S. 4153, Incentivizing Small Business Retirement Savings Act. HOUSE OF REPRESENTATIVES,SENATE 10000   0 0 2022-10-19T14:59:18-04:00

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CREATE TABLE lobbying_activities (
            id INTEGER PRIMARY KEY,
            filing_uuid TEXT NOT NULL,
            filing_type TEXT NOT NULL,
            registrant_name TEXT NOT NULL,
            registrant_id INTEGER,
            client_name TEXT NOT NULL,
            filing_year INTEGER NOT NULL,
            filing_period TEXT NOT NULL,
            issue_code TEXT,
            specific_issues TEXT,
            government_entities TEXT,
            income_amount INTEGER,
            expense_amount INTEGER,
            is_no_activity INTEGER DEFAULT 0,
            is_termination INTEGER DEFAULT 0,
            received_date TEXT,
            CONSTRAINT fk_activity_filing FOREIGN KEY (filing_uuid)
                REFERENCES lobbying_filings_raw(filing_uuid)
        );
CREATE INDEX idx_act_client_name ON lobbying_activities(client_name COLLATE NOCASE);
CREATE INDEX idx_act_issue_code ON lobbying_activities(issue_code);
CREATE INDEX idx_act_filing_year ON lobbying_activities(filing_year);
CREATE INDEX idx_act_filing_uuid ON lobbying_activities(filing_uuid);
Powered by Datasette · Queries took 2732.054ms · Data license: Public Domain (U.S. Government data) · Data source: Federal Register API & Regulations.gov API