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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

239 rows where filing_period = "third_quarter", filing_year = 2023 and issue_code = "RET" sorted by filing_year descending

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issue_code 1

  • RET · 239 ✖

filing_year 1

  • 2023 · 239 ✖

filing_period 1

  • third_quarter · 239 ✖
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
3043194 NATIONAL ASSOCIATION OF POSTAL SUPERVISORS 05e7fd02-698c-4457-b27f-b4fddf41f58f Q3 NATIONAL ASSOCIATION OF POSTAL SUPERVISORS 401075023 NATIONAL ASSOCIATION OF POSTAL SUPERVISORS 2023 third_quarter RET Legislation that may impact the Civil Service Retirement System and the Federal Employees Retirement System H.R. 82 and S. 957, the Social Security Fairness Act, legislation to repeal the Windfall Elimination Provision and the Government Pension Offset H.R. 866, the COLA Equity Act, legislation to provide equity between the CSRS retirement cost-of-living-adjustment and the FERS cost-of-living-adjustment H.R. 716, the Fair COLA for Seniors Act, legislation to provide a more accurate calculation for retirement cost-of-living-adjustments H.R. 4260, Public Servants Protection and Fairness Act,legislation to revise the Social Security Windfall Elimination Provision HOUSE OF REPRESENTATIVES,SENATE   21000 0 0 2023-09-06T14:27:41-04:00
3044203 FORSCEY, PLLC 05ef19e8-cfb6-40b5-8942-dc0b738f73e9 Q3 FORSCEY, PLLC 52880 WRITERS GUILD OF AMERICA, WEST 2023 third_quarter RET Work in opposition to legislation that would reduce previously enacted government approved funding for distressed multi-employer pension plans and in opposition to proposals that would increase PBGC premiums on multi-employer plans. HOUSE OF REPRESENTATIVES,Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of 30000   0 0 2023-10-02T17:00:20-04:00
3044517 THE ESOP ASSOCIATION 3dfb8ffd-f05d-40fd-9dd5-2321a6a1cff2 Q3 THE ESOP ASSOCIATION 13858 ESOP ASSOCIATION 2023 third_quarter RET Any proposed legislation potentially impacting ESOP creation and operation, and employee ownership issues and generally all legislative proposals to amend the Employee Retirement Security Act of 1974. Above areas include tax and labor law issues embedded in the Employee Retirement Security Act of 1974 and the Federal Internal Revenue Code, and laws encouraging Federal agencies to promote creation and operation of ESOPs. HOUSE OF REPRESENTATIVES,SENATE   90000 0 0 2023-10-03T16:15:17-04:00
3045095 DOUCET CONSULTING SOLUTIONS, LLC 4546e066-4ada-4656-b116-83bfa0a92992 Q3 DOUCET CONSULTING SOLUTIONS, LLC 401104418 LOUISIANA SHERIFFS' ASSOCIATION 2023 third_quarter RET Support for repeal of the Windfall Elimination Provision and the Government Pension Offset in the Social Security Program. HOUSE OF REPRESENTATIVES,SENATE 10000   0 0 2023-10-05T11:41:51-04:00
3045134 RICH FEUER ANDERSON fb983de9-9483-451e-b1bc-2c04f1ec4168 Q3 RICH FEUER ANDERSON 84775 BLACKROCK FUNDS SERVICES GROUP LLC (FORMERLY BLACKROCK CAPITAL MANAGEMENT INC.) 2023 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 60000   0 0 2023-10-05T13:25:32-04:00
3045157 MR. MARK REY e2a0e9fb-6a3e-4a41-960a-17986959b22c Q3 MR. MARK REY 400454181 NATIONAL OLDER WORKERS CAREER CENTER 2023 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 2023-10-05T13:42:18-04:00
3045575 INTERNATIONAL UNION OF POLICE ASSOCIATIONS, AFL-CIO 967453d5-4fb4-45ff-932f-0b411e262171 Q3 INTERNATIONAL UNION OF POLICE ASSOCIATIONS, AFL-CIO 50400 INTERNATIONAL UNION OF POLICE ASSOCIATIONS AFL-CIO 2023 third_quarter RET S2236, HR 82, HOUSE OF REPRESENTATIVES,SENATE   20000 0 0 2023-10-06T12:32:54-04:00
3045596 SCHOENING STRATEGIES 9b8d1d48-11f2-4d5e-ab58-153c4c2815ce Q3 SCHOENING STRATEGIES 400954758 AMAC ACTION 2023 third_quarter RET Support social security improvements and efforts to avert insolvency; support H.R. 2593 Senior Security Act; support H.R. 3784 Improving Social Security's Services to Victims of Identity Theft Act; support H.R. 5193 Senior Citizens' Freedom to Work Act of 2023; support H.R. 5340 Providing Complete Information to Retirement Investors Act. HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2023-10-06T13:04:35-04:00
3046103 NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS e9116bf9-7ddc-4bcb-b83f-87e7534d26f1 Q3 NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS 26901 NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS 2023 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   448313 0 0 2023-10-09T09:12:40-04:00
3046193 AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES 51221642-2bbb-4c1b-8f6e-2348901de3c6 Q3 AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES 3481 AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES 2023 third_quarter RET H.R. 2617 - Consolidated Appropriations Act, 2023 (117th Congress) H.R. 9462 - Retirement Savings for Americans Act of 2022 (117th Congress) H.R. 3063 - Retirement Fairness for Charities and Educational Institutions Act of 2023 (118th Congress) H.R. 3784 - Improving Social Security's Service to Victims of Identity Theft Act (118th Congress) H.R. 3942 - Lifetime Income for Employees Act H.R. 4008 - Protecting Americans Retirement Savings Act H.R. 4924 - Auto Reenroll Act of 2023 H.R. 5060 - Womens Retirement Protection Act H.R. 5337 - Retirement Proxy Protection Act H.R. 5338 - No Discrimination in My Benefits Act H.R. 5339 - RETIRE Act H.R. 5340 - Providing Complete Information to Retirement Investors Act S. 2517 - Auto Reenroll Act of 2023 S. 2627 - Womens Retirement Protection Act S. 5271 - Retirement Savings for Americans Act of 2022 (117th Congress) HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),Securities & Exchange Commission (SEC),SENATE   382856 0 0 2023-10-09T10:54:50-04:00
3046451 COVINGTON & BURLING LLP 0f6501f4-6476-4fcf-baaf-9eaae6e06231 Q3 COVINGTON & BURLING LLP 11195 JOHN HANCOCK LIFE INSURANCE COMPANY (USA) (FKA JOHN HANCOCK FIN. SERVICES, INC.) 2023 third_quarter RET Retirement; long term care insurance.   40000   0 0 2023-10-09T15:07:40-04:00
3046757 GUSTO 16c23dbe-3d92-4eb2-b7c3-0d484d8a5ac6 Q3 GUSTO 401106368 GUSTO 2023 third_quarter RET 401k Safe Harbor expansion HOUSE OF REPRESENTATIVES,SENATE   10000 0 0 2023-10-10T11:57:03-04:00
3046854 CASSIDY & ASSOCIATES, INC. 01016a82-5bcf-4773-883f-687cc637e7ce Q3 CASSIDY & ASSOCIATES, INC. 8453 SOCIETY OF ACTUARIES 2023 third_quarter RET General legislative issues related to actuarial profession HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2023-10-10T13:45:37-04:00
3047069 SHEET METAL & AIR CONDITIONING CONTRACTORS NAT'L ASSN ab5edb41-4a96-4830-819c-74d0850a3e0f Q3 SHEET METAL & AIR CONDITIONING CONTRACTORS NAT'L ASSN 35068 SHEET METAL & AIR CONDITIONING CONTRACTORS NAT'L ASSN 2023 third_quarter RET Support appointment of Jessica Looman as Administrator of DOL W&H Division Support Accelerating Deployment of Versatile, Advanced Nuclear for Clean Energy (ADVANCE) Act of 2023 - S. 1111 Support appointment of Julie Su as DOL Secretary Oppose Perry Amendment 200; Support Prevailing Wage, Quality Work, Registered Apprenticeship Oppose Perry Amendment 202; Support use of PLAs on Federal Construction Projects Thank you to House T&I Committee for supporting Davis-Bacon by opposing Perry Amendment 200 Thank-you to House T&I Committee for supporting Project Labor Agreements by opposing Perry Amendment 202 HOUSE OF REPRESENTATIVES,SENATE     0 0 2023-10-10T16:26:10-04:00
3047166 HOLLAND & KNIGHT LLP 2c8fc60c-8097-48cf-82d1-4e73544e8450 Q3 HOLLAND & KNIGHT LLP 18466 CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. 2023 third_quarter RET Educating members of Congress and staff on financial planning business tax incentives and retirement issues and policy. HOUSE OF REPRESENTATIVES,SENATE 60000   0 0 2023-10-10T17:53:41-04:00
3047444 CMFG LIFE INSURANCE COMPANY 5b935b72-b15d-40af-8acd-ff8d7b61e31c Q3 CMFG LIFE INSURANCE COMPANY 80510 CMFG LIFE INSURANCE COMPANY 2023 third_quarter RET Support H.R. 2593/S. 955, the Senior Security Act, which establishes the Senior Investor Taskforce within the Securities and Exchange Commission. Support technical corrections to be made to SECURE 2.0 law. HOUSE OF REPRESENTATIVES,SENATE   110000 0 0 2023-10-11T13:42:44-04:00
3047981 AZOA SERVICES CORP(ALLIANZ OF AMERICA) FORMERLY AZOA SERIVCES CORP/FIREMAN'S FUND(ALLIANZ OF AMERICA eb20f417-fdb3-43e7-95d7-ce1fa3f446eb 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 2023 third_quarter RET Monitor SEC's Regulation Best Interest. Regarding the Department of Labor's 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.) Implementation of H.R. 2954, the SECURE 2.0 Act Fiduciary rulemaking. HOUSE OF REPRESENTATIVES,SENATE   480000 0 0 2023-10-12T10:51:29-04:00
3047985 ROCK CREEK COUNSEL 8770f0e1-fed3-4c0b-866b-e57790dec0ed Q3 ROCK CREEK COUNSEL 401103568 NATIONAL EDUCATION ASSOCIATION 2023 third_quarter RET Retirement issues involving qualified plans and Social Security as it impacts educators. HOUSE OF REPRESENTATIVES,SENATE 40000   0 0 2023-10-12T10:56:31-04:00
3048002 SQUIRE PATTON BOGGS 668894a3-99d8-4e41-8dd2-cac927da4fa9 Q3 SQUIRE PATTON BOGGS 30906 AON SERVICE CORPORATION (FKA AON HEWITT) 2023 third_quarter RET Advice regarding retirement-related legislation and regulatory reform. HOUSE OF REPRESENTATIVES,SENATE 50000   0 0 2023-10-12T11:07:36-04:00
3048612 DUTKO WORLDWIDE, LLC 52c9caff-fcf7-4656-94ff-3bbc9a5956c3 Q3 DUTKO WORLDWIDE, LLC 12868 ACCENTURE FEDERAL SERVICES LLC 2023 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 2023-10-12T17:50:58-04:00
3048887 POYNER SPRUILL LLP a215289d-13b9-4104-9d9a-abdec209cac2 Q3 POYNER SPRUILL LLP 400563685 AMERICAN RETIREMENT ASSOCIATION 2023 third_quarter RET Implementation of retirement plan legislation, legislative proposals, retirement plan correction programs, reporting and disclosure, enforcement activities, and rulings and agreements. HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE 30000   0 0 2023-10-13T10:58:21-04:00
3049257 PETER TURZA 32a76708-0f20-40b9-8186-2367dca1b1a2 Q3 PETER TURZA 401103236 ABF FREIGHT SYSTEMS, INC. 2023 third_quarter RET Issues with respect to multiemployer pension plans and the obligations of contributing employers to such plans involving ERISA, the Internal Revenue Code, MPPAA, the PPA, the Butch Lewis Act and subsequent legislative and administrative efforts. HOUSE OF REPRESENTATIVES,SENATE 50000   0 0 2023-10-13T14:33:41-04:00
3049527 RICH FEUER ANDERSON d9cb5dce-a110-4d68-8d24-4f8d44ae299f Q3 RICH FEUER ANDERSON 84775 THE GLOBAL ATLANTIC FINANCIAL GROUP LLC 2023 third_quarter RET Legislation and regulations expanding access to retirement solutions. HOUSE OF REPRESENTATIVES,SENATE 50000   0 0 2023-10-13T16:35:49-04:00
3050687 TREA SENIOR CITIZENS LEAGUE 0012fbef-5c99-4d6b-80cc-913efb7ca34a Q3 TREA SENIOR CITIZENS LEAGUE 38426 TREA SENIOR CITIZENS LEAGUE 2023 third_quarter RET Social Security Cost of Living Adjustment (S.394, H.R.671), Social Security Reform (H.R. 281), Repeal of the Windfall Elimination Provision and the Government Pension Offset H.R. 82, S.597), Special Stimulus for Social Security Recipients, Social Security 2100 Act (H.R. 4583, S. 2280), Social Security Enhancement Act (H.R.671), Social Security Expansion Act (H.R. 1046, S. 393). HOUSE OF REPRESENTATIVES,SENATE     0 0 2023-10-16T10:54:07-04:00
3050730 ALLON ADVOCACY, LLC c249f7b2-c46f-4140-b77a-527e421065cd Q3 ALLON ADVOCACY, LLC 401104657 YODLEE INC. 2023 third_quarter RET Best interest rule finalized by SEC, revised Department of Labor fiduciary rule, market structure and ESG issues. Consumer Financial Protection Bureau (CFPB),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE 70000   0 0 2023-10-16T11:04:12-04:00
3050750 DYKEMA GOSSETT PLLC c199454c-aa45-4f82-8531-0374fb253b92 Q3 DYKEMA GOSSETT PLLC 12915 JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) 2023 third_quarter RET Lobbied in support of retirement security and pension provisions. Lobbied on proposed Fiduciary Rule. HOUSE OF REPRESENTATIVES,SENATE 10000   0 0 2023-10-16T11:05:39-04:00
3050808 ALLON ADVOCACY, LLC 47c7c925-97f5-4b57-a855-d9717158c1de Q3 ALLON ADVOCACY, LLC 401104657 FORGE GLOBAL, INC. 2023 third_quarter RET Issues related to the treatment of certain retirement accounts. HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE 50000   0 0 2023-10-16T11:11:21-04:00
3050852 AMAC ACTION 0182c22e-547e-4258-806b-6132716db399 Q3 AMAC ACTION 401104675 AMAC ACTION 2023 third_quarter RET healthcare reform solutions and legislation, Social Security reform solutions and legislation Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,SENATE   130000 0 0 2023-10-16T11:24:10-04:00
3050965 DAVIS & HARMAN LLP 6f958694-33da-41b6-95d2-92b580ddd198 Q3 DAVIS & HARMAN LLP 11674 NATIONAL RURAL ELECTRIC COOPERATIVE ASSN 2023 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. Issues related to Roth catch-up contribution effective date. H.R. 3596, Rightsizing Pension Premiums Act (115th Congress). H.R.6738, Retirement Tax Credit Parity for Cooperatives and Charities Act (117th Congress). H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). H.R. 1059/S. 1212, Securing and Enabling Commerce Using Remote and Electronic Notarization Act. HOUSE OF REPRESENTATIVES,SENATE 10000   0 0 2023-10-16T12:14:35-04:00
3050968 DAVIS & HARMAN LLP 12cdd94c-1617-4b9b-9422-26af10f8aea4 Q3 DAVIS & HARMAN LLP 11674 GIRL SCOUTS OF THE USA 2023 third_quarter RET Pension funding issues. PBGC related issues. Proposals related to plan transfers. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). HOUSE OF REPRESENTATIVES,SENATE 30000   0 0 2023-10-16T12:17:21-04:00
3050992 DAVIS & HARMAN LLP ab1b2174-16ba-4ce0-a3f4-c98d68c742e3 Q3 DAVIS & HARMAN LLP 11674 FMR LLC 2023 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. Issues related to electronic witnessing. Issues related to SEC's liquidity and swing pricing proposal. Issues related to the Roth catch-up effective date. Issues related to the SEC's predictive data analytics proposal. S. 1011, to modify the requirements for multiple employer plans, and for other purposes (116th Congress). H.R. 7310, Protecting Americas Retirement Security Act (117th Congress). S. 4147/H.R. 7860, Financial Freedom Act (117th Congress). H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). H.R. 1059/S. 1212, Securing and Enabling Commerce Using Remote and Electronic Notarization Act. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. H.R. 4924/S. 2517, Auto Reenroll Act. HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE     0 0 2023-10-16T12:22:00-04:00
3051012 DAVIS & HARMAN LLP d4e59b75-5b3a-41af-ae6d-3de094397035 Q3 DAVIS & HARMAN LLP 11674 AMERICAN BENEFITS COUNCIL 2023 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 witnessing. Proposals related to environmental, social, and governance plan investments and proxy voting. Issues related to Qualified Professional Asset Managers. Issues related to cybersecurity in retirement plans. Proposals related to stemming leakage from retirement plans. Proposals related to stable value investment offerings in defined contribution plans. Proposals related to phased retirement. Proposals related to 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 regarding pension risk transfers. Proposals to modify required minimum distribution rules. Proposals that would modify limits on retirement plan contributions. Proposals related to stretch IRAs. Issues related to government issued mortality tables. Proposals to amend the nondiscrimination provisions to protect older, longer service employees. State-administered retirement pla… HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE 50000   0 0 2023-10-16T12:32:11-04:00
3051037 DAVIS & HARMAN LLP 1a601655-f083-401d-bb66-337c20ec5ad6 Q3 DAVIS & HARMAN LLP 11674 EDWARD JONES INVESTMENTS 2023 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 the Department of Labor's fiduciary definition. Issues related to emergency savings. Proposals related to net investment income. Proposals to assist caregivers. Issues related to SEC's liquidity and swing pricing proposal. Issues related to the SEC's predictive data analytics proposal. Issues related to Roth catch-up contribution effective date. H.R. 7146/S. 1870, Enhancing Emergency and Retirement Savings Act (117th Congress). H.R. 7310, Protecting Americas Retirement Security Act (117th Congress). H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). H.R. 4924/S. 2517, Auto Reenroll Act. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2023-10-16T12:35:59-04:00
3051048 INTERNATIONAL ALLIANCE OF THEATRICAL STAGE EMPLOYEES 0c4dc600-5dee-4db8-b9ee-35426083e330 Q3 INTERNATIONAL ALLIANCE OF THEATRICAL STAGE EMPLOYEES 401105446 INTERNATIONAL ALLIANCE OF THEATRICAL STAGE EMPLOYEES 2023 third_quarter RET Oppose the Giving Retirement Options to Workers Act     70000 0 0 2023-10-16T12:36:55-04:00
3051366 EMERGENT STRATEGIES 9fb7453b-7b30-49dd-9f96-b2084853bbc7 Q3 EMERGENT STRATEGIES 401104778 RETIRESAFE 2023 third_quarter RET Issues related to seniors and their needs during retirement. HOUSE OF REPRESENTATIVES,SENATE     0 0 2023-10-16T14:56:47-04:00
3051753 DAVIS & HARMAN LLP 98d2dd1c-d2b1-4377-84bf-8996883c9c02 Q3 DAVIS & HARMAN LLP 11674 NATIONWIDE INSURANCE COMPANIES 2023 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 401(h) surplus. 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. Proposals related to ETFs and variable annuities. Issues related to SEC's liquidity and swing pricing proposal. Proposals regarding the portability of retirement savings. Issues related to Roth catch-up contribution effective date. S. 1011, to modify the requirements for multiple employer plans, and for other purposes (116th Congress). H.R. 7310, Protecting Americas Retirement Security Act (117th Congress). H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). H.R. 4924/S. 2517, Auto Reenroll Act. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. HOUSE OF REPRESENTATIVES,SENATE 10000   0 0 2023-10-16T17:03:17-04:00
3051761 DAVIS & HARMAN LLP f1e95aca-7267-4277-8dd6-161951cebaad Q3 DAVIS & HARMAN LLP 11674 LPL FINANCIAL 2023 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. S. 2387, Small Business Tax Fairness Act (117th Congress). H.R. 7310, Protecting Americas Retirement Security Act (117th Congress). H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). H.R. 4924/S. 2517, Auto Reenroll Act. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. HOUSE OF REPRESENTATIVES,SENATE 10000   0 0 2023-10-16T17:05:27-04:00
3051775 DAVIS & HARMAN LLP 444c55be-2d70-44ce-b58a-ad673d75263b Q3 DAVIS & HARMAN LLP 11674 BROKER/DEALER COORDINATION GROUP 2023 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. SEC proposal regarding predictive data analytics. HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Office of Management & Budget (OMB),Securities & Exchange Commission (SEC),SENATE 20000   0 0 2023-10-16T17:07:34-04:00
3051780 DAVIS & HARMAN LLP 5f38af7a-1bdf-42b2-ad09-78d3a1892f7c Q3 DAVIS & HARMAN LLP 11674 STATE STREET BANK AND TRUST CO. 2023 third_quarter RET Issues related to expanding retirement coverage and adequacy, facilitating retirement income, and increasing retirement security. Issues related to Qualified Professional Asset Managers. 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. Proposals related to environmental, social, and governance criteria in plan investments and proxy voting. Child Savings Accounts. Issues related to 403(b) investments. Annuity defaults. Annuity tax credits. H.R. 4523, the Automatic Retirement Plan Act (115th Congress). S. 1011, to modify the requirements for multiple employer plans (116th Congress). S. 321, Retirement Security Act (116th Congress). H.R. 7310, Protecting Americas Retirement Security Act (117th Congress). H.R. 5376, the Build Back Better Act (117th Congress). H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). H.R. 4924/S. 2517, Auto Reenroll Act. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. HOUSE OF REPRESENTATIVES,SENATE 10000   0 0 2023-10-16T17:10:01-04:00
3051788 LONGBOW PUBLIC POLICY GROUP, LLC ffa4398f-a156-447d-8c9f-d61c59a1c104 Q3 LONGBOW PUBLIC POLICY GROUP, LLC 401106355 SERGEANTS BENEVOLENT ASSOCIATION OF NEW YORK CITY 2023 third_quarter RET H.R. 82, the "Social Security Fairness Act of 2023," a bill to amend title II of the Social Security Act to repeal the Government pension offset and windfall elimination provisions; entire bill. HOUSE OF REPRESENTATIVES 40000   0 0 2023-10-16T17:10:35-04:00
3051794 LONGBOW PUBLIC POLICY GROUP, LLC 207c62b5-0749-45b4-bda3-ba60f1cdb59d Q3 LONGBOW PUBLIC POLICY GROUP, LLC 401106355 CENTER FOR CAPITAL MARKETS COMPETITIVENESS, U.S. CHAMBER OF COMMERCE 2023 third_quarter RET Anticipated Investor Protection (a.k.a. Fiduciary Rule) further defining and delimiting the definition of fiduciary pursuant to the Employee Retirement Income Security Act of 1974. Labor, Dept of (DOL) 20000   0 0 2023-10-16T17:12:33-04:00
3051799 LONGBOW PUBLIC POLICY GROUP, LLC 6cf0329f-4ea8-41bb-a01c-284512656455 Q3 LONGBOW PUBLIC POLICY GROUP, LLC 401106355 UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA 2023 third_quarter RET General education concerning the need for additional reform of the multiemployer pension system following the enactment of the Special Financial Assistance program as part of the American Rescue Plan Act. SENATE 20000   0 0 2023-10-16T17:13:20-04:00
3051809 LONGBOW PUBLIC POLICY GROUP, LLC 8d079335-955d-4039-96ce-05ee038c396f Q3 LONGBOW PUBLIC POLICY GROUP, LLC 401106355 SIGNATORY WALL AND CEILING CONTRACTORS ALLIANCE 2023 third_quarter RET General education concerning the need for additional reform of the multiemployer pension system following the enactment of the Special Financial Assistance program as part of the American Rescue Plan Act with an emphasis on the authorization of two-pool withdrawal liability for multiemployer plans in the construction industry, improved legal clarity for variable defined benefit plans, and authorization of composite plans. HOUSE OF REPRESENTATIVES,Pension Benefit Guaranty Corporation (PBGC),SENATE 50000   0 0 2023-10-16T17:14:00-04:00
3051816 DAVIS & HARMAN LLP 7193cc3d-d44e-4f04-8a21-57e81b4f5c41 Q3 DAVIS & HARMAN LLP 11674 TRANSAMERICA LIFE INSURANCE COMPANY 2023 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. Issues related to electronic witnessing. Issues related to the Roth catch-up contribution effective date. S. 1011, to modify the requirements for multiple employer plans, and for other purposes (116th Congress). H.R. 4523, the Automatic Retirement Plan Act (115th Congress). H.R. 7310, Protecting Americas Retirement Security Act (117th Congress). H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). H.R. 1059/S. 1212, Securing and Enabling Commerce Using Remote and Electronic Notarization Act. H.R. 4924/S. 2517, Auto Reenroll Act. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. HOUSE OF REPRESENTATIVES,SENATE     0 0 2023-10-16T17:15:28-04:00
3051829 DAVIS & HARMAN LLP b2f64167-1b60-447b-a2c1-cb321826b137 Q3 DAVIS & HARMAN LLP 11674 WILLIS NORTH AMERICA INC 2023 third_quarter RET Issues related to government issued mortality tables. Issues related to tax incentives for retirement savings. Retirement assumption issues. Issues regarding defined benefit plans. Work regarding 15% pension minimum tax issue. Issues related to Roth catch-up contribution effective date. H.R. 7310, Protecting Americas Retirement Security Act (117th Congress). H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). H.R. 4924/S. 2517, Auto Reenroll Act. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. HOUSE OF REPRESENTATIVES,SENATE     0 0 2023-10-16T17:22:02-04:00
3052181 NATIONAL AIR TRAFFIC CONTROLLERS ASSOCIATION 4fceb1f6-4b19-49de-b3e1-17d98905e8b1 Q3 NATIONAL AIR TRAFFIC CONTROLLERS ASSOCIATION 26477 NATIONAL AIR TRAFFIC CONTROLLERS ASSOCIATION 2023 third_quarter RET Air Traffic Control retirement eligibility. Controller staffing. Thrift Savings Plan, federal pensions. CIP, FERS/CSRS. Federal Employee Tax. FEHBP: Provisions relating to federal employees salaries, health benefits, and retirements. Impact of government shutdown: On FAA workforce and the national airspace system. Merit Systems Protection Board. Retired military controllers. Air Traffic Controller Federal Employees Retirement System Supplemental Retirement. Mandatory Retirement Age of Federal Employees including air traffic controllers. H.R. 82, Social Security Fairness Act: Provisions relating to the repeal of the Windfall Elimination Provision (WEP). S. 1302, Social Security Fairness Act: Provisions relating to the repeal of the Windfall Elimination Provision (WEP). H.R. 2337, the Public Servants Protection and Fairness Act: Provisions which would partially repeal and reform the Windfall Elimination Provision (WEP). H.R. 5834, the Equal Treatment of Public Servants Act: Provisions which would partially repeal and reform the Windfall Elimination Provision (WEP). H.R. 521/S. 129, the First Responder Fair RETIRE Act: This bill allows disabled federal first responders (including air traffic controllers) to continue receiving federal retirement benefits in the same manner as though they had not been disabled. Federal Aviation Administration (FAA),HOUSE OF REPRESENTATIVES,SENATE,Transportation, Dept of (DOT)   240000 0 0 2023-10-17T05:13:00-04:00
3052407 NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE fdc15ca6-ca1f-4e87-8c83-a81f11991ced Q3 NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE 27467 NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE 2023 third_quarter RET Social Security Cost of Living Adjustment (COLA). The Fair COLA for Seniors Act (H.R. 716) and Social Security Cost of Living Increase Act (H.R. 1688): Proposals to adopt the Consumer Price Index for the Elderly (CPI-E) for the purpose of determining COLAs for Social Security beneficiaries. Social Security Expansion. The Social Security 2100 Act: A Sacred Trust (H.R. 4583): Proposals to improve benefits and to strengthen Social Security's financing by altering the payroll tax cap, among other changes. The Social Security Expansion Act (S. 393 and H.R. 1046): A bill to enhance Social Security benefits and ensure the long-term solvency of the Social Security program. The Safeguarding American Families & Expanding Social Security Act (No bill): Various provisions updating and modernizing Social Security benefits and extending solvency of the Social Security Trust Funds. Protecting and Preserving Social Security Act (No bill): 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. Protecting Our Widows and Widowers in Retirement Act (H.R. 3926): a bill to improve benefits for widows and widowers in two-income households; Surviving Widow(er) Income Fair Treatment Act (SWIFT Act) (S. 2741): legislation increase survivors benefits for disabled widows, widowers, and surviving divorced spouses. Social Security Funding. Medicare and Social Security Fair Share Act (H.R. 4535, S. 1174): Legislation to close the loophole for wealthy individuals who bypass paying net investment income tax (NIIT) and directing the revenue to the Social Security Trust Funds and to the Hospital Insurance Fund, which pays for Medicare Part A that covers inpatient care in hospitals. Social Security Privatization and Benefit Cuts. (No bill): Proposals to borrow funds to invest in the stock market, to raise the Social Security retirement age and to cut Social Security ben… 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   140000 0 0 2023-10-17T10:35:10-04:00
3052534 WILLIAMS AND JENSEN, PLLC 6782388b-6b64-4caa-a69f-f50401196ba8 Q3 WILLIAMS AND JENSEN, PLLC 41454 DEFINED BENEFIT RETIREMENT PROTECTION FUND, INC. 2023 third_quarter RET Legislation affecting WEP and GPO under the Social Security Program; H.R. 82; S.597. HOUSE OF REPRESENTATIVES,SENATE 10000   0 0 2023-10-17T11:05:40-04:00
3052585 WILLIAMS AND JENSEN, PLLC 9bf9912e-74df-4601-b2be-81f4d1fc3e62 Q3 WILLIAMS AND JENSEN, PLLC 41454 AMERICAN EQUITY INVESTMENT LIFE HOLDING COMPANY 2023 third_quarter RET Benefit distributions in the form of annuities. Fiduciary Rule. HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE 20000   0 0 2023-10-17T11:17:58-04:00
3052656 WILLIAMS AND JENSEN, PLLC 63cc326c-958c-4dac-ae37-6501957794e0 Q3 WILLIAMS AND JENSEN, PLLC 41454 INDEXED ANNUITY LEADERSHIP COUNCIL 2023 third_quarter RET Regulation of Fixed Indexed Annuity. Labor, Dept of (DOL),White House Office 10000   0 0 2023-10-17T11:31:35-04:00
3052777 PORTERFIELD, FETTIG & SEARS, LLC 4886bdd4-9e77-40ef-b437-5a169cfcae65 Q3 PORTERFIELD, FETTIG & SEARS, LLC 305054 TIAA 2023 third_quarter RET Retirement issues. HOUSE OF REPRESENTATIVES,SENATE 30000   0 0 2023-10-17T11:53:28-04:00
3052799 PORTERFIELD, FETTIG & SEARS, LLC dfc2614c-341e-47a0-b8fd-96079378777b Q3 PORTERFIELD, FETTIG & SEARS, LLC 305054 PRUDENTIAL FINANCIAL 2023 third_quarter RET Issues related to retirement regulations; 403 b plans. HOUSE OF REPRESENTATIVES,SENATE 40000   0 0 2023-10-17T11:55:30-04:00
3052822 PORTERFIELD, FETTIG & SEARS, LLC e61329dc-08df-4157-9711-af2db4752fa5 3A PORTERFIELD, FETTIG & SEARS, LLC 305054 PRUDENTIAL FINANCIAL 2023 third_quarter RET Issues related to retirement regulations; 403 b plans. HOUSE OF REPRESENTATIVES,SENATE 40000   0 0 2023-10-17T12:03:56-04:00
3052844 WILLIAMS AND JENSEN, PLLC 809b2de1-aa66-4e75-931e-e9f5ba3b8473 Q3 WILLIAMS AND JENSEN, PLLC 41454 THE VANGUARD GROUP, INC. 2023 third_quarter RET Retirement and savings issues, generally. HOUSE OF REPRESENTATIVES,SENATE 60000   0 0 2023-10-17T12:11:06-04:00
3053040 WILLIAMS AND JENSEN, PLLC 3c4afe4d-a1a1-409a-b799-4ed8a5b650fe Q3 WILLIAMS AND JENSEN, PLLC 41454 HOUSTON FIREFIGHTERS RELIEF AND RETIREMENT FUND 2023 third_quarter RET Legislation related to Social Security penalties. H.R. 82 and S. 597. HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of 40000   0 0 2023-10-17T12:52:09-04:00
3053054 WILLIAMS AND JENSEN, PLLC c32d20c3-5aa6-443a-b274-111e0bf86d5b Q3 WILLIAMS AND JENSEN, PLLC 41454 LOS ANGELES COUNTY EMPLOYEES' RETIREMENT SYSTEM 2023 third_quarter RET Legislation related to Social Security penalties. H.R. 82 and S. 597. HOUSE OF REPRESENTATIVES,SENATE 50000   0 0 2023-10-17T12:54:54-04:00
3053548 AMERICAN COUNCIL OF LIFE INSURERS 7415c1c8-725d-47fd-80a4-072a911babac Q3 AMERICAN COUNCIL OF LIFE INSURERS 2115 AMERICAN COUNCIL OF LIFE INSURERS 2023 third_quarter RET Retirement Security 1.SECURE 2.0 Technical Corrections: Legislative language that will amend SECURE 2.0 to make technical changes to a variety of provisions. 2.American Worker Savings & Wealth Creation Plan Act: Would create a federally run retirement plan, similar to the TSP, that would be available to all private sector workers whose employer signs up for the plan. 3.Collective Investment Trusts/Separate Accounts Parity for 403b Accounts: Would ensure parity for 403b accounts to invest in Collective Investment Trusts or Separate Accounts. 4.Expanding Access to Retirement Savings for Caregivers Act: The bill would allow individuals that took at least one year out of the workforce without receiving an earned income, for the purposes of caring for a family member, to make catch-up contributions in years prior to age 50 to their 401(k) plans, individual retirement accounts (IRAs), and other eligible retirement accounts. 5.General Accounts Product Corrections Act: Would clarify fiduciary responsibilities for life insurance companies as it relates to investments in their general accounts. 6.H.R. 4237, Ensuring Sound Guidance Act: Would require investment advisers and ERISA retirement plan sponsors to prioritize financial returns over non-pecuniary factors when making investment decisions on behalf of their clients. 7.H.R. 3942, Lifetime Income for Employees (LIFE) Act of 2022: Amends the current rules for qualified default investment alternatives to facilitate the use of an annuity component will expand the availability of guaranteed returns and guaranteed lifetime income that help savers secure their retirement futures. 8.The Automatic Retirement Plan Act: Would mandate employers with 10 or more employees to implement a retirement plan in the workplace. 9.S. 2517, H.R. 4924, The Auto Reenroll Act of 2023: The bill allows plan sponsors to re-enroll non-participants at least once every three years, unless the individual affirmatively opts-out again. The bill also permits plans to sweep all eligible employees as a grou… HOUSE OF REPRESENTATIVES,SENATE   887493 0 0 2023-10-17T14:41:11-04:00
3053678 CAPITOL CITY GROUP, LTD. 0acd1687-d669-4531-a12e-229ace56068b Q3 CAPITOL CITY GROUP, LTD. 52903 ASCENSUS, INC. 2023 third_quarter RET H.Res.117 Affirming that Social Security is one of the primary pillars of retirement support for millions of older Americans, and for other purposes; H.R.2637 To amend the Internal Revenue Code of 1986 to waive the early withdrawal penalty on certain distributions from qualified retirement plans;S.1135 A bill to amend title XXVII of the Public Health Service Act, the Employee Retirement Income Security Act of 1974, the Internal Revenue Code of 1986, and the Patient Protection and Affordable Care Act to require coverage of hearing devices and systems in certain private health insurance plans, and for other purposes; H.R.585 Expanding Penalty Free Withdrawal Act; H.R.1119-S523 Freedom to Invest in a Sustainable Future Act; S.Res.42 An original resolution authorizing expenditures by the Committee on Health, Education, Labor, and Pensions; H.R.1933 To provide for a limitation on availability of funds for Department of Labor, Pension Benefit Guaranty Corporation, Salaries and Expenses for fiscal year 2024; S.1158 Health Savings Act of 2023; H.R.677 Health Freedom and Flexibility Act; S.731 TELEHEALTH HSA Act of 2023; H.R.1795 Homecare for Seniors Act; H.R.312 Emergency Savings Accounts Act of 2023; H.R.1769 Healthcare Freedom Act of 2023; H.R.4401 Restoring Earned Veterans Benefits Act; S.2277, HR 735 Susan Muffley Act . HOUSE OF REPRESENTATIVES,SENATE 30000   0 0 2023-10-17T15:15:51-04:00
3053842 NATIONWIDE MUTUAL INSURANCE COMPANY d539bd81-7d20-4d53-a842-98bb80e729b8 Q3 NATIONWIDE MUTUAL INSURANCE COMPANY 26411 NATIONWIDE MUTUAL INSURANCE COMPANY 2023 third_quarter RET PL 117-328 Consolidated Appropriations Act, 2023 - SECURE 2.0 Issue Investment Advice Standards Issue Davis Bacon Issue Retirement Security HR 1177/S 427 Financial Freedom Act of 2023 - prohibit the Secretary of Labor from constraining the range or type of investments that may be offered in retirement accounts HR 9462/S 5271 Retirement Savings for Americans Act -- establish the American Worker Retirement Plan HR 2593 Senior Security Act -- establishes the Senior Investor Taskforce within the Securities and Exchange Commission HR 2799 Expanding Access to Capital Act -- reforms to the capital markets of the United States HR 3063 Retirement Fairness for Charities and Educational Institutions Act of 2023 -- amend the Federal securities laws to enhance 403(b) plans HR 3942 Lifetime Income for Employees (LIFE) Act -- amend the Employee Retirement Income Security Act of 1974 to permit default investment arrangements in annuities HR 4237 Ensuring Sound Guidance Act -- amend the Investment Advisers Act of 1940 and the Employee Retirement Income Security Act of 1974 to specify requirements concerning the consideration of pecuniary and non-pecuniary factors DRAFT SECURE 2.0 Technical Corrections - Changes and corrections to SECURE 2.0 HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE   510000 0 0 2023-10-17T15:51:42-04:00
3054013 BROWNSTEIN HYATT FARBER SCHRECK, LLP 13e1783f-b3a7-4d3e-8a81-257f955d4335 Q3 BROWNSTEIN HYATT FARBER SCHRECK, LLP 7257 UNIVERSAL SAVINGS FOR AMERICANS, FORMERLY REPORTED AS, SAVINGUSA 2023 third_quarter RET Issues related to retirement savings SENATE 110000   0 0 2023-10-17T16:33:41-04:00
3054045 VERITAS ADVISORS, LLP 57e96b98-3b6c-474e-b783-be77a8d0a0d2 Q3 VERITAS ADVISORS, LLP 283878 CLEARWATER PAPER 2023 third_quarter RET Pensions, no specific bills. HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2023-10-17T16:42:57-04:00
3054081 NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC. 4f634023-c970-4842-b07c-f31a0f892b62 Q3 NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC. 26980 NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC. 2023 third_quarter RET Public Safety Retirees Healthcare Protection Act; Public Servants Protection & Fairness Act; Social Security Fairness Act HOUSE OF REPRESENTATIVES,SENATE   60000 0 0 2023-10-17T16:51:46-04:00
3054261 FORBES-TATE 1179fdf6-7a30-43a7-9766-39327a9c0f82 Q3 FORBES-TATE 400976792 EDWARD D. JONES & CO., L.P. 2023 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 2023-10-17T17:42:03-04:00
3054709 PORT SIDE STRATEGIES, LLC 643867a9-3dec-44e5-b643-71dc56da589f Q3 PORT SIDE STRATEGIES, LLC 401105394 SOCIAL SECURITY WORKS 2023 third_quarter RET S.1174 - Medicare and Social Security Fair Share Act - in support. S. 393 - Social Security Expansion Act - in support. HR 1046 - Social Security Expansion Act - in support. H.R.4583 - Social Security 2100 Act - in support Issues related to Social Security -- no specific legislation. HOUSE OF REPRESENTATIVES,SENATE,White House Office 20000   0 0 2023-10-17T21:05:38-04:00
3054732 PORT SIDE STRATEGIES, LLC 7af89d58-b0f8-4a46-9239-7c66f805409f Q3 PORT SIDE STRATEGIES, LLC 401105394 MOVEON.ORG CIVIC ACTION 2023 third_quarter RET H.R.4583 - Social Security 2100 Act - in support. HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2023-10-17T21:11:24-04:00
3054794 FORBES-TATE 0e5badc5-0253-4bfa-824e-a8adbc50096e Q3 FORBES-TATE 400976792 INSURED RETIREMENT INSTITUTE 2023 third_quarter RET Issues related to retirement savings; H.R. 2954 - Securing a Strong Retirement Act of 2021 (117th Congress). Issues related to H.R. 3063 - The Retirement Fairness for Charities and Educational Institutions Act. HOUSE OF REPRESENTATIVES,SENATE 50000   0 0 2023-10-17T21:29:06-04:00
3055036 DYKEMA GOSSETT PLLC 1fa33a3b-9a6e-4fd1-9ee9-d75467ec5083 Q3 DYKEMA GOSSETT PLLC 12915 THE ERISA INDUSTRY COMMITTEE 2023 third_quarter RET Paid leave issues Emergency savings Single-employer defined benefit issues Retirement plan disclosures Retirement plan investment requirements and optionsRetirement plan contribution flexibility Retirement savings tax issues Modernizing retirement plan administration Retirement plan recordkeeping issues PBGC premiums SECURE 2.0 Act Multiemployer pensions Litigation and enforcement affecting benefit plans HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of 20000   0 0 2023-10-18T08:40:36-04:00
3055037 INVARIANT LLC fe1995e2-0923-48fd-87a8-27b4e48a287c Q3 INVARIANT LLC 314237 THE AMERICAN COUNCIL OF LIFE INSURERS 2023 third_quarter RET Monitor retirement issues, including the implementation of the SECURE 2.0 Act of 2022 in P.L. 117-328. HOUSE OF REPRESENTATIVES,SENATE 90000   0 0 2023-10-18T08:41:13-04:00
3055409 INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION b02611c1-14ea-4b1e-b3fa-e47c51732adf Q3 INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION 401104677 INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION 2023 third_quarter RET Issues relating to 401(k) defined contributions. Issues relating to Fiduciary Duties Regarding Asset Classes under ERISA (Retirement Savings Modernization Act). HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Office of Management & Budget (OMB),Securities & Exchange Commission (SEC),SENATE   50000 0 0 2023-10-18T10:06:43-04:00
3055444 MORGAN, LEWIS & BOCKIUS, LLP 6eb4bd12-04d0-40cf-83b2-427a96b7a8b8 Q3 MORGAN, LEWIS & BOCKIUS, LLP 25818 ROAD CARRIERS LOCAL 707 WELFARE AND PENSION FUNDS 2023 third_quarter RET Issues related to legislation affecting multiemployer pension plans HOUSE OF REPRESENTATIVES,SENATE     0 0 2023-10-18T10:12:31-04:00
3055446 MORGAN, LEWIS & BOCKIUS, LLP 887ca624-360d-4626-89d2-1071735ce041 Q3 MORGAN, LEWIS & BOCKIUS, LLP 25818 NEW YORK STATE TEAMSTERS CONFERENCE PENSION AND RETIREMENT FUND 2023 third_quarter RET Issues relating to legislation affecting multiemployer pension plans. HOUSE OF REPRESENTATIVES,SENATE     0 0 2023-10-18T10:13:36-04:00
3055649 MCALLISTER & QUINN, LLC d22ac6e2-f5b8-4271-906f-222cda13f67b Q3 MCALLISTER & QUINN, LLC 292573 UNITED STATES CAPITOL POLICE LABOR COMMITTEE 2023 third_quarter RET Capitol Security. Legislative Branch appropriations. H.R.1323 - Law Enforcement Officer Fair Retirement Act of 2023. In support of. H.R.82 - S.597- Social Security Fairness Act of 2023. In support of. H.R. 3170 - S. 1514- HELPER Act of 2023. In support of. H.R. 4364 - S. 2302 - Legislative Branch Appropriations Act, 2024 - Provisions related to Capitol Security, pay issues. HOUSE OF REPRESENTATIVES,SENATE 10000   0 0 2023-10-18T10:55:51-04:00
3055863 NATIONAL RURAL LETTER CARRIERS' ASSOCIATION f8965db8-dfba-4f14-bac2-4ca63d8a428e Q3 NATIONAL RURAL LETTER CARRIERS' ASSOCIATION 28526 NATIONAL RURAL LETTER CARRIERS' ASSOCIATION 2023 third_quarter RET H.R. 82-"Social Security Fairness Act of 2023"-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. S. 597-"Social Security Fairness Act"-Senate companion bill, the bill repeals provisions that reduce Social Security benefits for individuals who receive other benefits such as a pension from a state and local government, as well as eliminates the GPO and WEP. The NRLCA supports this bill. H.R. 5723-"Social Security 2100"-legislation that protects Social Security. The bill also repeals WEP and GPO. The NRLCA has not taken a position on this bill. H.R. 866-"Equal COLA Act"-legislation that would revise the formula used to calculate the cost of living adjustment for annuities under FERS. The NRLCA has not taken a position on this bill. HOUSE OF REPRESENTATIVES,SENATE   125000 0 0 2023-10-18T11:27:37-04:00
3056515 THE VOGEL GROUP 28b6be64-47ce-4277-9b25-0e1b1ac764d0 Q3 THE VOGEL GROUP 401104734 GENWORTH FINANCIAL INC. 2023 third_quarter RET Issues related to long-term care insurance and retirement security and savings HOUSE OF REPRESENTATIVES,SENATE 36000   0 0 2023-10-18T13:27:23-04:00
3056522 WINNING STRATEGIES WASHINGTON 953ff6e8-3037-48e9-a527-6a2395f2b43a Q3 WINNING STRATEGIES WASHINGTON 50796 NATIONAL TROOPERS COALITION 2023 third_quarter RET Retirement Issues; legislation related to Windfall Elimination Program of retirement benefits for retired law enforcement HOUSE OF REPRESENTATIVES,SENATE 10000   0 0 2023-10-18T13:29:38-04:00
3056717 WINNING STRATEGIES WASHINGTON 9d0487fb-777c-4d14-b5ec-6481f773a4ac Q3 WINNING STRATEGIES WASHINGTON 50796 PRUDENTIAL 2023 third_quarter RET Retirement & pensions HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2023-10-18T13:51:34-04:00
3057028 ALLIANCE FOR RETIRED AMERICANS 4ca1e41e-3c91-4637-b9ef-fd23e08e0612 Q3 ALLIANCE FOR RETIRED AMERICANS 67238 ALLIANCE FOR RETIRED AMERICANS 2023 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. Proposals regarding the Social Security Windfall Elimination Provision 5. Proposals regarding the Social Security Government Pension Offset 6. Proposals to change the Social Security earnings cap 7. Proposals to change the Social Security withholding tax and increase benefits 8. H.R. 3729, Social Security Caregiver Act, entire bill 9. S. 1211, Social Security Caregiver Act, entire bill 10. H.R. 82, Social Security Fairness Act of 2023, entire bill 11. H.R. 3261, Strengthening Social Security Act of 2023, entire bill 12. H.R. 3926, Protecting Our Widows and Widowers in Retirement Act, entire bill 13. Proposals to reduce Social Security fraud 14. S. 2741, Surviving Widow(er) Income Fair Treatment Act of 2023 or the SWIFT Act," entire bill HOUSE OF REPRESENTATIVES,SENATE   80000 0 0 2023-10-18T14:23:34-04:00
3057360 PRIMACY STRATEGY GROUP 808fd162-bf71-45ba-ae76-a8ef0ad230bf Q3 PRIMACY STRATEGY GROUP 401105877 HEALTH&PENSIONWORKS (FKA HEALTHWORKS) 2023 third_quarter RET Multiemployer Pension Reform FY2024 Authorizations, Appropriations, and Budget Policy HOUSE OF REPRESENTATIVES,SENATE 30000   0 0 2023-10-18T15:06:48-04:00
3057814 I STREET ADVOCATES a86861f3-f9fd-44e4-a355-18cc53621b37 Q3 I STREET ADVOCATES 51753 AMERICAN POSTAL WORKERS UNION 2023 third_quarter RET Support of the Social Security Fairness Act H.R. 82/S. 597; Support for thereintroduction of the Federal RetirementFairness Act HOUSE OF REPRESENTATIVES,SENATE 30000   0 0 2023-10-18T16:06:39-04:00
3058090 CAPCITY ADVOCATES, LLC e84092dc-f341-47fb-ade7-2919a4545324 Q3 CAPCITY ADVOCATES, LLC 291993 NATIONAL ASSOCIATION FOR FIXED ANNUITIES 2023 third_quarter RET All legislation and regulation impacting fixed annuities. Department of Labor- Improving Investment Advice for Workers & Retirees (ZRIN 1210-ZA29). Department of Labor- Proposed Retirement Security rule (RIN: 1210-AC02). S. 1770, the Retirement Security and Savings Act. H.R. 3942, Lifetime Income For Employees Act. Support for expanding qualified longevity annuity contracts. S.RES.275, A resolution designating June as "National Annuity Awareness Month" H.Res.528, Expressing support for the designation of June as "National Annuity Awareness Month" HOUSE OF REPRESENTATIVES,SENATE 30000   0 0 2023-10-18T16:51:06-04:00
3058275 THE RABEN GROUP 0fe31adc-45b2-4a1d-a0f7-8672f1a724b1 3T THE RABEN GROUP 61458 SMALL INVESTOR PROTECTION LEAGUE (INFORMAL COALITION) 2023 third_quarter RET Issues relating to professional activist investors and closed-end funds; proposals to enhance investor protections; proposals to amend the Investment Company Act, including the Increasing Investor Opportunities Act. HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE     0 1 2023-10-18T17:16:54-04:00
3058898 STATE FEDERAL STRATEGIES 19eea40d-4aa2-4121-8f77-1176fb95c1a1 Q3 STATE FEDERAL STRATEGIES 401104435 NCCMP 2023 third_quarter RET Monitor issues related to reforms of pension plans HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,White House Office     0 0 2023-10-18T20:51:13-04:00
3059215 VAN SCOYOC ASSOCIATES e5029341-afad-4040-b96f-c02098a70170 Q3 VAN SCOYOC ASSOCIATES 39837 PAYCHEX 2023 third_quarter RET Public Law 117-328, Consolidated Appropriations Act, FY2023, Retirement implementation related issues HOUSE OF REPRESENTATIVES,SENATE 40000   0 0 2023-10-19T06:06:26-04:00
3059494 PETER DAMON GROUP LLC fd250809-3d16-4f5f-bb90-140fff65058f Q3 PETER DAMON GROUP LLC 401104738 STATE FEDERAL STRATEGIES ON BEHALF OF NCCMP 2023 third_quarter RET Monitor issues related to reforms of pension plans HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,White House Office     0 0 2023-10-19T08:44:57-04:00
3060737 MISSIONSQUARE RETIREMENT 0d5693ca-f3f9-406a-a6de-87bb0f085854 Q3 MISSIONSQUARE RETIREMENT 401106438 MISSIONSQUARE RETIREMENT 2023 third_quarter RET Proposals related to retirement, employee benefit plan investments and administration, retiree health savings and collective investment trusts. Proposals related to 403(b) and governmental 457(b) plans. Issues related to tax incentives for retirement savings. Expansion of investment options for 403(b) plans. Issues related to implementation of SECURE 2.0. HOUSE OF REPRESENTATIVES,SENATE   70000 0 0 2023-10-19T11:33:52-04:00
3060779 INVESTMENT COMPANY INSTITUTE a05f94f6-d184-4d16-9bb1-16eb91cdc52a 3A INVESTMENT COMPANY INSTITUTE 20128 INVESTMENT COMPANY INSTITUTE 2023 third_quarter RET H.R. 4008, Protecting Americans Retirement Savings Act H.R. 5337, Retirement Proxy Protection Act H.R. 5338, No Discrimination in My Benefits Act H.R. 5339, Roll Back ESG to Increase Retirement Earnings Act H.R. 5340, Providing Complete Information to Retirement Investors Act Department of Labor QPAM proposal Department of Labor rule on ESG investing and proxy voting Department of Labor Fiduciary proposal HOUSE OF REPRESENTATIVES,SENATE   1490000 0 0 2023-10-19T11:36:36-04:00
3061079 GUARDIAN LIFE INSURANCE COMPANY OF AMERICA f5792e88-8f3c-44c0-b12b-5db05e5fd2c0 Q3 GUARDIAN LIFE INSURANCE COMPANY OF AMERICA 400853510 GUARDIAN LIFE INSURANCE COMPANY OF AMERICA 2023 third_quarter RET Regulatory activity related to fiduciary standards of care. HOUSE OF REPRESENTATIVES,SENATE   440000 0 0 2023-10-19T11:57:09-04:00
3061230 CGCN GROUP, LLC 04ae2993-2cdc-4ed1-a08b-40fa09c4e6db Q3 CGCN GROUP, LLC 76992 AMERICAN RETIREMENT ASSOCIATION 2023 third_quarter RET Issues related to retirement securities; H.R. 3063, Retirement Fairness for Charities and Educational Institutions Act of 2023. HOUSE OF REPRESENTATIVES,SENATE 90000   0 0 2023-10-19T12:09:29-04:00
3061406 MINDSET ADVOCACY, LLC fdaeb912-2ba4-4f28-bfe3-5b56a056e652 Q3 MINDSET ADVOCACY, LLC 296271 PFS INVESTMENTS, INC. 2023 third_quarter RET Department of Labor proposed rule on the definition term "fiduciary": (RIN: 1210-AC02) HOUSE OF REPRESENTATIVES,SENATE 60000   0 0 2023-10-19T12:22:04-04:00
3061920 AMERICAN BENEFITS COUNCIL 5580dec3-0c44-46ed-b074-cb705757e3cd Q3 AMERICAN BENEFITS COUNCIL 4675 AMERICAN BENEFITS COUNCIL 2023 third_quarter RET LEGISLATIVE TECHNICAL CORRECTIONS AND ROTH CATCH-UP DELAY. SECURE 2.0 technical corrections, delay of effective date of Roth Catch-up provision and guidance AUTO RE-ENROLLMENT. Automatic retirement plan re-enrollment, S. 2512, July 24, 2023, letter of support to sponsors Sens. Kaine and Cassidy ENVIRONMENTAL, SOCIAL, GOVERNANCE. Environmental Social and Governance (ESG) factors in retirement plan investments, HR 5339, HR 5337, HR 5340, HR 5338, HR 4008 MINIMUM PARTICIPATION REQUIREMENTS. Retirement plan minimum participation requirements DE-RISKING. Pension Plan De-risking, annuities, lump sum distributions RETIREE HEALTH PLANS. Retiree health plans, excess assets, Section 401(h) accounts SEC PROPOSALS AFFECTING RETIREMENT PLANS. Predictive Data Analytics, Open-End Fund Liquidity Risk Management Programs and Swing Pricing RETIREMENT PLAN BROKERAGE WINDOWS. Brokerage window investment options offered by retirement plans and whether there is a duty to monitor investments inside a brokerage window DEFINED BENEFIT PLANS. Defined Benefit Plans, e.g., overfunded plans, PBGC premiums CITs FOR 403(b) PLANS. Collective Investment Trusts and separate accounts for Section 403(b) charities and educational entities, HR 3063 LITIGATION. Litigation and enforcement affecting retirement plans, including pleading standards STATE PLANS. ERISA preemption, state retirement plan mandatory Roth IRA plans covering private sector employers REGULATORY ROTH CATCH-UP DELAY. SECURE 2.0 Section 603 Roth Catch-up Delay transition period SECURE 2.0 GUIDANCE. SECURE 2.0 Guidance, Roth Catch-up contributions, overpayments of benefits, IRC Section 420 transfers, pension-linked emergency savings, student loan, SEP and SIMPLE Roth IRAs, start-up credits, safe harbor for corrections, ERISA notices and disclosures, annual funding notice, pension risk transfer, lost and found registry etc. RMDs. Retirement Plan Required Minimum Distributions FIDUCIARY RULE. Re-proposal of Retirement Plan Fiduciary rule ERISA NOTICES AND DISCLOSURES. Retirement plan not… HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of   312517 0 0 2023-10-19T13:07:47-04:00
3062411 PRINCIPAL FINANCIAL GROUP d5b0dcab-579c-4fcb-9347-e2ca9ca4cab5 Q3 PRINCIPAL FINANCIAL GROUP 32178 PRINCIPAL FINANCIAL GROUP 2023 third_quarter RET HR 5339 RETIRE Act: Summary is in progress. To amend the Employee Retirement Income Security Act of 1974 to specify requirements concerning the consideration of pecuniary and non-pecuniary factors, and for other purposes. HR 5337 Retirement Proxy Protection Act: Summary is in progress. To amend the Employee Retirement Income Security Act of 1974 to clarify the application of prudence and exclusive purpose duties to the exercise of shareholder rights. HR 5338 No Discrimination In My Benefits Act: Summary is in progress. To amend the Employee Retirement Income Security Act of 1974 to establish that fiduciaries must act with prudence and loyalty when selecting service providers for pension plans. HR 5340 Providing Complete Information to Retirement Investors Act: Summary is in progress. To amend the Employee Retirement Income Security Act of 1974 to ensure that pension plans provide notice to participants and beneficiaries on risks associated with certain investments, and for other purposes. HR 3063 Retirement Fairness for Charities and Educational Institutions Act: Summary is in progress. To amend the Federal securities laws to enhance 403(b) plans, and for other purposes. HOUSE OF REPRESENTATIVES,SENATE   438000 0 0 2023-10-19T13:51:20-04:00
3062441 SUMMIT STRATEGIES GOVERNMENT AFFAIRS LLC 1178e58b-5caa-4c31-a56b-353342e34509 Q3 SUMMIT STRATEGIES GOVERNMENT AFFAIRS LLC 401103550 THE ASSOCIATION OF UNION CONSTRUCTORS 2023 third_quarter RET Issues related to multiemployer pensions. HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2023-10-19T13:53:53-04:00
3062449 DAVIS & HARMAN LLP f15955cb-2a26-485a-8b11-620911b682ab Q3 DAVIS & HARMAN LLP 11674 LINCOLN NATIONAL CORPORATION 2023 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. Issues related to lifetime income proposals. S. 2370, Automatic IRA Act (116th Congress). H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). HOUSE OF REPRESENTATIVES,SENATE 10000   0 0 2023-10-19T13:54:45-04:00
3062553 MR. DAN PERRIN 8d902ac2-24a1-496b-a059-8800f5e161a9 Q3 MR. DAN PERRIN 40033289 OUR GENERATION 2023 third_quarter RET Reform Social Security Disability Insurance HOUSE OF REPRESENTATIVES,SENATE 10000   0 0 2023-10-19T14:06:38-04:00
3062580 DAVIS & HARMAN LLP f051b213-7881-4a4c-a216-086f6c938805 Q3 DAVIS & HARMAN LLP 11674 MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY 2023 third_quarter RET Issues related to tax incentives for retirement savings. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Issues related to lifetime income. Issues related to the tax treatment of retirement plans, IRAs, and annuity products. Issues related to pension risk transfers. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). HOUSE OF REPRESENTATIVES,SENATE     0 0 2023-10-19T14:09:36-04:00
3062649 TIAA 174f20e2-328d-4607-9ad1-b3d2130c81aa Q3 TIAA 55757 TIAA 2023 third_quarter RET Access to Lifetime Income Investment/Distribution Options on Retirement Plan Menus Defined Contribution Retirement Plan Design and Modernization Qualified Default Investment Alternatives (QDIA) Remote Notarization General Account Products ESG Investments on Retirement Plan Menus Post SECURE 2.0 Implementation SEC Proposed Rule, Open-End Fund Liquidity Risk Management Programs and Swing Pricing; Form N-PORT Reporting Expanding Access to Retirement Savings for Family Caregivers Act Lifetime Income for Employees Act (H.R. 3942) Auto Portability Access to Workplace Retirement Plans Auto Reenroll Act of 2023 (H.R. 4924, S. 2517) HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of   420000 0 0 2023-10-19T14:14:49-04:00
3062765 DAVIS & HARMAN LLP 1c2c5892-b489-426b-9602-4a8064683e0d Q3 DAVIS & HARMAN LLP 11674 RETIREMENT INDUSTRY TRUST ASSOCIATION 2023 third_quarter RET Issues related to retirement savings and IRAs. Legislative proposals related to self-directed IRAs and IRA investments. Discussion draft of Retirement Improvements and Savings Enhancements (RISE) Act of 2016. IRA investment changes in H.R. 5376, Build Back Better Act/Inflation Reduction Act (117th Congress). H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). HOUSE OF REPRESENTATIVES,SENATE     0 0 2023-10-19T14:24:13-04:00
3062795 DAVIS & HARMAN LLP 87c8bd85-0502-45de-969b-74e1d37ad22a Q3 DAVIS & HARMAN LLP 11674 SPARK INSTITUTE 2023 third_quarter RET Issues related to tax incentives for retirement savings. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Issues related to recordkeeping simplification for 401(k) plans. Issues related to lifetime income and auto features. Issues related to the SEC's liquidity and swing pricing proposal. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress) related to Roth catch-up effective date. S. 2517, Auto Reenroll Act. HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE     0 0 2023-10-19T14:26:43-04:00
3062936 DAVIS & HARMAN LLP 867feff4-aefb-4adc-9a9b-1586d9bff890 Q3 DAVIS & HARMAN LLP 11674 TIAA 2023 third_quarter RET Issues related to tax incentives for retirement savings. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase annuitization within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. Proposals that would consolidate various retirement and IRA types. Issues related to electronic notarization. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). H.R. 3942, Lifetime Income for Employees Act. HOUSE OF REPRESENTATIVES,SENATE 10000   0 0 2023-10-19T14:33:15-04:00
3062960 DAVIS & HARMAN LLP 48947953-07f0-409c-b40f-41f4c7d9fab3 Q3 DAVIS & HARMAN LLP 11674 MISSIONSQUARE RETIREMENT 2023 third_quarter RET Proposals related to retirement and retiree health savings and collective investment trusts. Proposals related to governmental 457(b) plans. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress), related to the Roth catch-up contribution provision, and pension linked emergency savings accounts. HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2023-10-19T14:35:29-04:00

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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 2478.871ms · Data license: Public Domain (U.S. Government data) · Data source: Federal Register API & Regulations.gov API