lobbying_activities
Data license: Public Domain (U.S. Government data) · Data source: Federal Register API & Regulations.gov API
283 rows where filing_period = "third_quarter", filing_year = 2022 and issue_code = "RET" sorted by filing_year descending
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| id | filing_uuid | filing_type | registrant_name | registrant_id | client_name | filing_year ▲ | filing_period | issue_code | specific_issues | government_entities | income_amount | expense_amount | is_no_activity | is_termination | received_date |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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);