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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

1,074 rows where filing_year = 2009 and issue_code = "RET" sorted by filing_year descending

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filing_period 4

  • fourth_quarter 294
  • third_quarter 275
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  • first_quarter 241

issue_code 1

  • RET · 1,074 ✖

filing_year 1

  • 2009 · 1,074 ✖
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
743572 60 PLUS ASSOCIATION 6763e03d-74d3-49f9-8c2e-23771f10ecf9 Q4 60 PLUS ASSOCIATION 41988 60 PLUS ASSOCIATION 2009 fourth_quarter RET Reforming Social Security Support for Personal Retirement Accounts Support for Guaranteeing Social Security Benefits Centers For Medicare and Medicaid Services (CMS),Energy, Dept of,HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE,White House Office   100000 0 0 2009-01-21T13:36:32-05:00
743802 ROMAN BUHLER AND ASSOCIATES c7a43612-ed4c-4aa6-9c3b-db738691af68 1T ROMAN BUHLER AND ASSOCIATES 90055 INVESTMENT COMPANY INSTITUTE 2009 first_quarter RET Retiurement security issues of concern to the mutual fund industry including regulation of 401k accounts HOUSE OF REPRESENTATIVES,SENATE 20000   0 1 2009-03-12T18:52:18-04:00
744226 PALMETTO GROUP e57990d6-03ed-441a-94df-156ca3b48000 Q1 PALMETTO GROUP 18570 AIR LINE PILOTS ASSOCIATION INTERNATIONAL 2009 first_quarter RET Legislation to allow employees of a commercial passenger airline carrier who receive payments in a bankruptcy proceeding to roll over such payments into an individual retirement plan. HOUSE OF REPRESENTATIVES 30000   0 0 2009-04-01T16:56:38-04:00
744432 HOLLAND & KNIGHT LLP dc193bee-2f73-4e42-8ea8-be34c118c6d4 Q1 HOLLAND & KNIGHT LLP 18466 HARTFORD 2009 first_quarter RET Legislative representation and strategic counsel regarding insurance issues; retirement security incentives. HOUSE OF REPRESENTATIVES,SENATE 50000   0 0 2009-04-02T13:08:13-04:00
744458 ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG) be4cb606-b2bc-47ee-865a-35001f9d696c Q1 ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG) 57475 AK STEEL HOLDING CORPORATION 2009 first_quarter RET Misc. retirement and pension issues Commerce, Dept of (DOC),Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Transportation, Dept of (DOT),Treasury, Dept of,U.S. Trade Representative (USTR) 60000   0 0 2009-04-02T14:32:50-04:00
744464 ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG) 65c69625-25ce-4e22-a60f-b2b1132406a3 Q1 ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG) 57475 FORD MOTOR COMPANY 2009 first_quarter RET Pension reform HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of 45000   0 0 2009-04-02T14:34:56-04:00
744671 SQUIRE SANDERS PUBLIC ADVOCACY, LLC 6a55a433-54da-46d8-b37e-f66ad083325f Q1 SQUIRE SANDERS PUBLIC ADVOCACY, LLC 318072 NATIONWIDE MUTUAL INSURANCE COMPANY 2009 first_quarter RET Proposals designed to encourage savings. HOUSE OF REPRESENTATIVES     0 0 2009-04-03T17:35:23-04:00
744794 ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG) ea538671-bafa-4e8d-96ea-7d06d46e285c Q1 ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG) 57475 CITIGROUP MANAGEMENT CORP (FORMERLY KNOWN AS CITIGROUP) 2009 first_quarter RET Pension reform; retirement savings Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of 60000   0 0 2009-04-06T11:08:36-04:00
744864 ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG) 657a34ee-a6e7-4008-a091-94322c96a160 Q1 ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG) 57475 PRUDENTIAL INSURANCE COMPANY OF AMERICA 2009 first_quarter RET Miscellaneous pension, retirement and savings issues HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of 48000   0 0 2009-04-06T12:31:25-04:00
744870 ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG) a027d987-5726-469b-aa3c-aaea46280cc7 Q1 ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG) 57475 SECURITIES INDUSTRY & FINANCIAL MARKETS ASSN. 2009 first_quarter RET Misc. pension and retirement security issues Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of 35000   0 0 2009-04-06T12:38:33-04:00
745274 ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG) 2856751a-e203-430b-93ec-92745d7796ed Q1 ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG) 57475 AMERICAN STAFFING ASSOCIATION 2009 first_quarter RET Pension and other benefits HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of 15000   0 0 2009-04-07T12:08:40-04:00
745278 ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG) 7c66652d-2852-45c6-9e22-e340dbc32a08 Q1 ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG) 57475 REYNOLDS AMERICAN INC (FORMERLY KNOWN AS RJ REYNOLDS TOBACCO COMPANY) 2009 first_quarter RET Pension reform Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of 45000   0 0 2009-04-07T12:12:47-04:00
745341 PHOENIX STRATEGIES, INC. e50f9476-b72b-4c44-adc8-a36215396feb Q1 PHOENIX STRATEGIES, INC. 400384784 MANUFACTURING WOODWORKERS ASSOCIATION OF GREATER NEW YORK 2009 first_quarter RET Multi Employer Pension Plan Amendment Act HOUSE OF REPRESENTATIVES,SENATE 100000   0 0 2009-04-07T13:47:03-04:00
745376 ROBERT WAGER 7fe97fa1-e637-44ff-b7af-80cf73aef7a2 Q1 ROBERT WAGER 317457 PRUDENTIAL FINANCIAL 2009 first_quarter RET retirement income security   10000   0 0 2009-04-07T14:33:16-04:00
746680 RAFFANIELLO & ASSOCIATES c30fb49a-9e9b-4f28-98ff-19144709a754 Q1 RAFFANIELLO & ASSOCIATES 400290378 AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS 2009 first_quarter RET Administration of defined benefit plans HOUSE OF REPRESENTATIVES,SENATE 30000   0 0 2009-04-10T11:32:33-04:00
746903 RICH FEUER ANDERSON def1df79-f5d3-4559-8c4e-4a5021807768 Q1 RICH FEUER ANDERSON 84775 BARCLAYS GLOBAL INVESTORS 2009 first_quarter RET Disclosure to retirement plan sponsors and participants of administrative fees and expenses. Annuitization of retirement savings. HOUSE OF REPRESENTATIVES,SENATE 45000   0 0 2009-04-10T15:07:09-04:00
747001 ROCKWELL COLLINS, INC a95341e6-0824-46ce-a4ce-33a905e4fd14 Q1 ROCKWELL COLLINS, INC 68296 ROCKWELL COLLINS, INC 2009 first_quarter RET Plan fee disclosure (no expansion of current reporting procedures) in HR 3185 Pension funding relief for defined benefit plans (expand smoothing corridor %) in HR 7327 Air Force, Dept of,Army, Dept of (Other),Defense Advanced Research Projects Agency (DARPA),Defense, Dept of (DOD),Federal Aviation Administration (FAA),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Natl Aeronautics & Space Administration (NASA),Navy, Dept of,Office of Management & Budget (OMB),SENATE,Transportation, Dept of (DOT),Treasury, Dept of   240116 0 0 2009-04-10T16:23:17-04:00
747015 ROCKWELL COLLINS, INC d1ebc614-f6c9-407b-951d-8f6e1b53a4e0 Q1 ROCKWELL COLLINS, INC 68296 ROCKWELL AUTOMATION 2009 first_quarter RET Plan fee disclosure (no expansion of current reporting procedures) in HR 3185 Pension funding relief for defined benefit plans (expand smoothing corridor %) in HR 7327 Export-Import Bank of the United States (EXIM Bank),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),SENATE,State, Dept of (DOS),Treasury, Dept of,White House Office 75000   0 0 2009-04-10T16:30:23-04:00
747310 THE CJR GROUP, INC. 5719a3aa-a824-4d75-a52d-bbdf44f0c36d Q1 THE CJR GROUP, INC. 288293 AVIENT CORPORATION FORMERLY REPORTED AS POLYONE CORPORATION 2009 first_quarter RET Pension Issues HOUSE OF REPRESENTATIVES,SENATE 10000   0 0 2009-04-12T09:34:27-04:00
748102 NATIONAL ACTIVE AND RETIRED FEDERAL EMPLOYEES ASSOCIATION 32f2025c-aec6-4948-b2a8-8fb0da8e9150 Q1 NATIONAL ACTIVE AND RETIRED FEDERAL EMPLOYEES ASSOCIATION 27081 NATIONAL ACTIVE AND RETIRED FEDERAL EMPLOYEES ASSOCIATION 2009 first_quarter RET H.R. 1804: To amend title 5, United States Code, to make certain modifications in the Thrift Savings Plan, the Civil Service Retirement System, and the Federal Employees' Retirement System, and for other purposes. H.R. 1256: To amend title 5, United States Code, to make certain modifications in the Thrift Savings Plan, the Civil Service Retirement System, and the Federal Employees' Retirement System, and for other purposes. HOUSE OF REPRESENTATIVES,SENATE   60000 0 0 2009-04-13T16:12:53-04:00
748120 THE COUNCIL OF INSURANCE AGENTS AND BROKERS f2be522f-f797-4df0-b25c-a2db2615b85e Q1 THE COUNCIL OF INSURANCE AGENTS AND BROKERS 11093 COUNCIL OF INSURANCE AGENTS AND BROKERS 2009 first_quarter RET Issues related to pensions and employee benefits. HOUSE OF REPRESENTATIVES,SENATE   180000 0 0 2009-04-13T16:26:09-04:00
748185 MURDOCH, WALRATH & HOLMES aa6f1786-5e9b-4324-9c96-b255982b4f46 Q1 MURDOCH, WALRATH & HOLMES 26205 CALIFORNIA RETIRED TEACHERS ASSOCIATION 2009 first_quarter RET HR 235 Social Security Issues S 484 Social Security Issues HOUSE OF REPRESENTATIVES,SENATE     0 0 2009-04-13T17:21:49-04:00
748415 SANDRA WISE e2c884db-2bbc-4e70-9072-cbddc65beb95 Q1 SANDRA WISE 40025210 NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE 2009 first_quarter RET Social Security Private Accounts. H.R. 107: provisions establishing Social Security private accounts. Social Security Trust Funds. H.R. 1276, S. 86, H.R. 219, H.R. 1712: provisions removing Social Security Trust Fund receipts and disbursements from the federal budget baseline, limiting Trust Fund proceeds to OASDI purposes, and prohibiting the use of Social Security payroll tax monies for private accounts. Social Security Benefits. S. 426: requiring progressive indexing and longevity indexing of Social Security old-age insurance benefits. Social Security Government Pension Offset (GPO) and Windfall Elimination Provision (WEP). S. 484, H. R. 235: repealing both the GPO and WEP; S. 490, H. R. 1221: repealing the WEP. Older Workers/Workforce Participation. S. 502: promoting the labor force participation of older Americans. HOUSE OF REPRESENTATIVES,SENATE 30000   0 0 2009-04-14T10:53:43-04:00
748671 LOCKE LORD PUBLIC POLICY GROUP LLC 5046f014-2a60-4700-b864-953670aa9e13 Q1 LOCKE LORD PUBLIC POLICY GROUP LLC 300971 DALLAS POLICE & FIRE PENSION SYSTEMS 2009 first_quarter RET Amendments to the Pension Protection Act of 2009; economic stimulus; HR 710 HOUSE OF REPRESENTATIVES,SENATE 10000   0 0 2009-04-14T12:48:10-04:00
748672 LOCKE LORD PUBLIC POLICY GROUP LLC 33eddc74-8dee-45de-b9de-e2660a15e15a Q1 LOCKE LORD PUBLIC POLICY GROUP LLC 300971 HOUSTON FIREFIGHTERS RELIEF AND RETIREMENT FUND 2009 first_quarter RET Amendments to the Pension Protection Act of 2006 HOUSE OF REPRESENTATIVES,SENATE 10000   0 0 2009-04-14T12:50:11-04:00
748710 NATIONAL LEAGUE OF POSTMASTERS d5d1c21a-4036-481f-9285-0cda995a0532 Q1 NATIONAL LEAGUE OF POSTMASTERS 69297 NATIONAL LEAGUE OF POSTMASTERS 2009 first_quarter RET Federal Retirement and Benefit issues HOUSE OF REPRESENTATIVES,Postal Regulatory Commission,SENATE,U.S. Postal Service (USPS)   20000 0 0 2009-04-14T13:13:58-04:00
749083 INSURED RETIREMENT INSTITUTE 8a70bdfa-d4c1-4f4c-8e5e-ee8ddf3058f9 Q1 INSURED RETIREMENT INSTITUTE 285494 INSURED RETIREMENT INSTITUTE 2009 first_quarter RET Legislation regarding the tax treatment of annuities and variable products, and other issues related to annuities, variable life products, and retirement savings. HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE   43124 0 0 2009-04-14T16:18:58-04:00
749126 NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION 33f5bfaf-84b3-4aa5-831b-c646716d0bcd Q1 NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION 28674 NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION 2009 first_quarter RET The association monitors and reacts to policy concepts that may impact its ability to continue offering its high quality Retirement Security Plans to members, their employees, and the association staff at affordable rates and on reasonable terms and conditions. During the reporting period the association did not focus particular attention on introduced bills on this subject. Agriculture, Dept of (USDA),Federal Communications Commission (FCC),HOUSE OF REPRESENTATIVES,Natl Telecommunications & Information Administration (NTIA),Securities & Exchange Commission (SEC),SENATE,Small Business Administration (SBA)   93000 0 0 2009-04-14T16:40:22-04:00
749500 NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE 86de5c53-bf36-4748-af25-8f02438d0f37 Q1 NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE 27467 NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE 2009 first_quarter RET Social Security Private Accounts. H.R. 107: provisions establishing Social Security private accounts. Social Security Trust Funds. H.R. 1276, S. 86, H.R. 219, H.R. 1712: provisions removing Social Security Trust Fund receipts and disbursements from the federal budget baseline, limiting Trust Fund proceeds to OASDI purposes, and prohibiting the use of Social Security payroll tax monies for private accounts. Social Security Benefits. S. 426: requiring progressive indexing and longevity indexing of Social Security old-age insurance benefits. Social Security Government Pension Offset (GPO) and Windfall Elimination Provision (WEP). S. 484, H. R. 235: repealing both the GPO and WEP; S. 490, H. R. 1221: repealing the WEP. Older Workers/Workforce Participation. S. 502: promoting the labor force participation of older Americans. Pension Distribution. H.R.424, H.R. 939: provisions relating to the suspension of minimum distribution rules for tax-deferred retirement plans. Public Pension Modifications. H.R. 1804: provisions safeguarding spousal benefits with respect to Civil Service Retirement System (CSRS) pensions, the Thrift Savings Plan (TSP) and the Federal Employees Retirement System (FERS). HOUSE OF REPRESENTATIVES,SENATE   290000 0 0 2009-04-15T09:11:25-04:00
749810 TEXTRON INC. 8a220eb8-d9c9-4137-8f72-9ff64b665dc4 Q1 TEXTRON INC. 37948 TEXTRON INC 2009 first_quarter RET Amendments to Pension Protection Act to provide for pension funding relief (no specific legislation). Support. Defense, Dept of (DOD),HOUSE OF REPRESENTATIVES,SENATE   2140000 0 0 2009-04-15T11:19:11-04:00
750184 AIR LINE PILOTS ASSOCIATION 576277fe-db6c-4b27-8d40-0df597418dd0 Q1 AIR LINE PILOTS ASSOCIATION 580 AIR LINE PILOTS ASSOCIATION 2009 first_quarter RET Pilot Pension Issues HOUSE OF REPRESENTATIVES,SENATE   300000 0 0 2009-04-15T12:38:30-04:00
750201 VAN SCOYOC ASSOCIATES d712d463-a28f-41e7-941d-cf17c0dc8530 Q1 VAN SCOYOC ASSOCIATES 39837 UNITED STATES CAPITOL POLICE LABOR COMMITTEE 2009 first_quarter RET Adjusting retirement contribution related issues. HOUSE OF REPRESENTATIVES,SENATE     0 0 2009-04-15T12:43:41-04:00
750211 VAN SCOYOC ASSOCIATES c90260db-0dda-47a5-9e6b-4c3678336a4f Q1 VAN SCOYOC ASSOCIATES 39837 UNITED STATES PARK POLICE LABOR COMMITTEE 2009 first_quarter RET Adjusting retirement contribution related issues. HOUSE OF REPRESENTATIVES,SENATE     0 0 2009-04-15T12:45:42-04:00
750227 DAVIS & HARMAN LLP 7fe64b9f-ddb5-439a-9537-0750fbce1d19 Q1 DAVIS & HARMAN LLP 11674 TRANSAMERICA LIFE INSURANCE COMPANY 2009 first_quarter RET Proposals related to defined contribution plan fees and fee disclosure practices. Proposal relating to small business pension coverage. Proposals responding to new effect of new stock market decline on retirement savings accounts. HOUSE OF REPRESENTATIVES,SENATE 10000   0 0 2009-04-15T12:51:45-04:00
750332 INTERNATIONAL BROTHERHOOD OF BOILERMAKERS 4afc3acb-6560-40e2-b743-b0818c8964bb Q1 INTERNATIONAL BROTHERHOOD OF BOILERMAKERS 19811 INTERNATIONAL BROTHERHOOD OF BOILERMAKERS 2009 first_quarter RET H.R. 7327; Worker, Retiree and Employer Recovery Act of 2008 HOUSE OF REPRESENTATIVES,SENATE   140000 0 0 2009-04-15T13:23:46-04:00
750371 NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC. 4e42b964-e0db-4508-b0d6-f896bcb50b2f Q1 NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC. 26980 NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC. 2009 first_quarter RET S. 484/H.R. 235 Social Security Fairness Act H.R. 673 Law Enforcement Officers Equity Act HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),SENATE,White House Office   40000 0 0 2009-04-15T13:32:04-04:00
750544 INTERNATIONAL UNION OF POLICE ASSOCIATIONS, AFL-CIO ca12f810-f97f-41a6-98b4-e6adc2935735 Q1 INTERNATIONAL UNION OF POLICE ASSOCIATIONS, AFL-CIO 50400 INTERNATIONAL UNION OF POLICE ASSOCIATIONS AFL-CIO 2009 first_quarter RET HR 1413, HR 235, S 484, S 490 HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),SENATE   20000 0 0 2009-04-15T14:27:07-04:00
750564 CLS STRATEGIES (FORMERLY CHLOPAK, LEONARD, SCHECHTER AND ASSOCIATES, INC.) a9e70c90-57fe-4430-afab-42d021ef7a38 Q1 CLS STRATEGIES (FORMERLY CHLOPAK, LEONARD, SCHECHTER AND ASSOCIATES, INC.) 9090 AMERICANS FOR SECURE RETIREMENT 2009 first_quarter RET Issues relating to the insurance industry and more specifically annuities, including preparation for re-introduction of Retirement Security for Life Act and related legislation. HOUSE OF REPRESENTATIVES,SENATE 120000   0 0 2009-04-15T14:34:38-04:00
750580 TRANSPORTATION COMMUNICATIONS NATIONAL UNION/IAM (FKA TRANSPORTATION COMMUNICATI 5da584f9-1159-4f71-b14f-e550ad34bc56 Q1 TRANSPORTATION COMMUNICATIONS NATIONAL UNION/IAM (FKA TRANSPORTATION COMMUNICATI 38368 TRANSPORTATION COMMUNICATIONS NATIONAL UNION/IAM (FKA TRANSPORTATION COMMUNICATI 2009 first_quarter RET AMTRAKBudget And Appropriation For FY 2010: On March 11, 2009, President Obama signed HR 1105 which was the Fiscal 2009 Omnibus Appropriations Bill. This bill concluded the appropriations from the 110th Congress that were not completed before the end of 2008. As a result of this bill Amtrak received a total of $1.453 billion for fiscal year 2009. In addition Amtrak received $114 million for the last installment of the Amtrak workers backpay. Congress must now turn to the FY 2010 budget. HR 1058Seniors Financial Security Act of 2009: Amends the Internal Revenue Code to repeal the inclusion in gross income for income tax purposes of social security and tier 1 railroad retirement benefits. HR 107SMART Act of 2009: To reform Social Security retirement and Medicare by establishing a Personal Social Security Savings Program to create a safer, healthier, more secure, and more prosperous retirement for all Americans and to reduce the burden on young Americans. HR 162Senior Citizens Tax Elimination Act: To amend the Internal Revenue Code of 1986 to repeal the inclusion in gross income of Social Security benefits. HR 746Safeguarding America's Seniors and Veterans Act of 2009 - Directs the Secretary of the Treasury to make a one-time payment of $500 to each eligible individual age 18 or over who, during the three-month period immediately preceding enactment of this Act, was entitled to Social Security benefits, railroad retirement benefits, or veterans disability benefits. HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Railroad Retirement Board,SENATE,Surface Transportation Board (STB),Transportation, Dept of (DOT)   182000 0 0 2009-04-15T14:39:17-04:00
750682 FOLEY & LARDNER LLP 7349ee84-14cd-44cd-b19b-ce433b914217 Q1 FOLEY & LARDNER LLP 15042 AURORA HEALTHCARE 2009 first_quarter RET Electronic technology for medical supplies and services; physician ownership of hospitals; hospital and physician reimbursement; integrated health care demonstration project; durable medical equipment (DME) reimbursement; Congressional scrutiny of group purchasing organizations; legislative and administrative proposals related to non-profit organizations; Caring for an Aging America Act , Medical and Nursing school student loan forgiveness for health care professional who pursue career in geriatrics. Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,SENATE 40000   0 0 2009-04-15T15:03:54-04:00
750834 UPS (UNITED PARCEL SERVICE) 5c36a9f6-e520-46e8-bf82-8af1ef0f5e87 Q1 UPS (UNITED PARCEL SERVICE) 39223 UPS (UNITED PARCEL SERVICE) 2009 first_quarter RET Single Employer Pensions Multi Employer Pensions Technical Corrections Federal Aviation Administration (FAA),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Nuclear Regulatory Commission (NRC),SENATE,State, Dept of (DOS),Transportation, Dept of (DOT),Transportation Security Administration (TSA),U.S. Trade Representative (USTR),White House Office   1316426 0 0 2009-04-15T15:38:18-04:00
750952 SOCIETY FOR HUMAN RESOURCE MANAGEMENT e6dd4859-7b8a-4259-a307-adc75c455d01 Q1 SOCIETY FOR HUMAN RESOURCE MANAGEMENT 35946 SOCIETY FOR HUMAN RESOURCE MANAGEMENT 2009 first_quarter RET H.R. 3185, 401 (k) Fair Disclosure for Retirement Security Act Phased Retirement Taxpayer Certainty and Relief Act H.R. 712, Pension Security Act of 2009 HOUSE OF REPRESENTATIVES,SENATE   482159 0 0 2009-04-15T15:55:27-04:00
751294 BROWNSTEIN HYATT FARBER SCHRECK, LLP 571ca16d-e0be-4763-97b3-f9c3dc03f3a3 Q1 BROWNSTEIN HYATT FARBER SCHRECK, LLP 7257 FMR LLC 2009 first_quarter RET Regulatory reform issues; retirement issues   30000   0 0 2009-04-15T17:29:50-04:00
751323 NISOURCE, INC 2eaf83e5-bd4e-485a-b920-5ca7a1f35dc9 Q1 NISOURCE, INC 62916 NISOURCE INC 2009 first_quarter RET -Pension legislation: H.R.__Boehner Discussion Draft, "The Savings Recovery Act" HOUSE OF REPRESENTATIVES,SENATE   170000 0 0 2009-04-15T17:41:56-04:00
751365 FLEET RESERVE ASSOCIATION 8e347f3e-30d0-4bd4-9cdf-faf80997e520 Q1 FLEET RESERVE ASSOCIATION 14781 FLEET RESERVE ASSOCIATION 2009 first_quarter RET HR 1804, Federal Retirement Reform Act; S. 644 & HR 208, National Guard and Reservists Parity for Patriots Act; S. 546, Retired Pay Restoration Act; HR 303, Retired Pay Restoration Act; Defense, Dept of (DOD),HOUSE OF REPRESENTATIVES,SENATE,Veterans Affairs, Dept of (VA),White House Office   140000 0 0 2009-04-15T17:54:10-04:00
751414 NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION, INC. b2d1c3f8-b802-4574-92cd-b3cd856c2dc9 Q1 NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION, INC. 27742 NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION, INC. 2009 first_quarter RET Pension - Worker, Retiree, and Employer Recovery Act of 2008 HOUSE OF REPRESENTATIVES,SENATE   77334 0 0 2009-04-15T18:35:33-04:00
751445 DAVID FUNDERBURK f88fe5e0-8d36-4060-919c-cb00c398bcf3 Q1 DAVID FUNDERBURK 43491 TREA SENIORCITIZENS LEAGUE 2009 first_quarter RET In support of Social SecurityNotch Reform: H.R. 1067 and H.R. 328 and S. 81; In support of Consumer Price Index for the Elderly (CPI-E): no bills introduced to date; In support of No Social Security for Unauthorized work (anti-Totalization): H.R. 160, H.R. 132, H.R. 133, and S. 42 and S. 115; In support of Social Security Protection: H.R. 235, H.R. 137, H.R. 1276, H.R. 219, and S. 86 and S. 484 HOUSE OF REPRESENTATIVES,SENATE 40000   0 0 2009-04-15T19:30:39-04:00
751835 SQUIRE PATTON BOGGS 3141fd41-1da5-41cc-ba12-c14f8cce004d Q1 SQUIRE PATTON BOGGS 30906 PEACE OFFICERS RESEARCH ASSOCIATION OF CALIFORNIA 2009 first_quarter RET S. 484/H.R. 235, the Social Security Fairness Act. HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),SENATE 20000   0 0 2009-04-16T09:30:11-04:00
752063 VENABLE LLP 4e7a679a-2fdd-43aa-96a1-69070902a27c Q1 VENABLE LLP 39941 AMERICAN AIRLINES INC 2009 first_quarter RET Pension Reform Legislation FAA Reauthorization HOUSE OF REPRESENTATIVES,Office of Management & Budget (OMB),SENATE,Transportation, Dept of (DOT) 80000   0 0 2009-04-16T10:41:29-04:00
752171 VENABLE LLP 6c89721f-34b3-413d-8df9-a7709bfb34ed Q1 VENABLE LLP 39941 HOSPITAL FOR SPECIAL SURGERY 2009 first_quarter RET Seeking temporary relief from the Pension Protection Act of 2006 HOUSE OF REPRESENTATIVES,SENATE 10000   0 0 2009-04-16T11:01:15-04:00
752191 VENABLE LLP 2c52d01d-0329-485a-8ee3-70ebd07bbcc2 Q1 VENABLE LLP 39941 XPO LOGISTICS (FORMERLY KNOWN AS CON-WAY INC ) 2009 first_quarter RET Pension Legislation Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Office of Management & Budget (OMB),SENATE,Transportation, Dept of (DOT) 50000   0 0 2009-04-16T11:05:32-04:00
752241 NATIONAL ASSOCIATION OF POSTMASTERS OF THE UNITED STATES e0336b0a-333a-401d-aa1a-0cf35cdf67f7 Q1 NATIONAL ASSOCIATION OF POSTMASTERS OF THE UNITED STATES 27002 NATIONAL ASSOCIATION OF POSTMASTERS OF THE UNITED STATES 2009 first_quarter RET H.R.1256 / H.R.1804 - Provide that FERS employees receive credit/compensation for unused sick leave such as CSRS retirees currently receives H.R.958 - Retiree to receive credit for unused sick leave. H.R.235 / S.484 - Social Security Fairness Act - Legislation to repeal both the Government Pension Offset and Windfall Elimination Provision (GPO/WEP) HOUSE OF REPRESENTATIVES,SENATE,White House Office   47500 0 0 2009-04-16T11:17:24-04:00
752354 NATIONAL RURAL LETTER CARRIERS' ASSOCIATION 875b96a2-d4c1-43af-a361-51a06f8866ca Q1 NATIONAL RURAL LETTER CARRIERS' ASSOCIATION 28526 NATIONAL RURAL LETTER CARRIERS' ASSOCIATION 2009 first_quarter RET WEP/GPO, Premium Conversion, Retirement Benefits HOUSE OF REPRESENTATIVES,SENATE   125000 0 0 2009-04-16T11:38:20-04:00
752781 APTIV, PLC 0c410513-24af-437e-b138-03ca35275613 Q1 APTIV, PLC 49054 APTIV PLC 2009 first_quarter RET Pension issues relating to bankruptcy Commerce, Dept of (DOC),Defense Advanced Research Projects Agency (DARPA),Defense, Dept of (DOD),Energy, Dept of,Environmental Protection Agency (EPA),Federal Aviation Administration (FAA),Federal Motor Carrier Safety Administration,Health & Human Services, Dept of (HHS),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Natl Aeronautics & Space Administration (NASA),Pension Benefit Guaranty Corporation (PBGC),SENATE,State, Dept of (DOS),Transportation, Dept of (DOT),Transportation Security Administration (TSA)   420000 0 0 2009-04-16T13:01:17-04:00
752893 TREA SENIOR CITIZENS LEAGUE 738e5a77-bea5-4ece-8503-728b3f8aaae2 Q1 TREA SENIOR CITIZENS LEAGUE 38426 TREA SENIOR CITIZENS LEAGUE 2009 first_quarter RET Social Security Notch Reform: H.R. 1067 and H.R. 238 and S. 81, Consumer Price Index for the Elderly (CPI-E), Anti-Totalization/No Social Security for Unauthorized work: H.R. 160 and H.R. 132 and H.R. 133 and S. 42 and S. 115, Social Security Protection: H.R. 235 and H.R. 137 and H.R. 1276 and H.R. 219 and S. 86 and S. 484 HOUSE OF REPRESENTATIVES,SENATE   40000 0 0 2009-04-16T13:29:52-04:00
753065 TIMMONS AND COMPANY, INC. 78d143ce-0bba-4661-83ea-aeaefdf4b3a1 Q1 TIMMONS AND COMPANY, INC. 38164 VANGUARD GROUP INC 2009 first_quarter RET "Deferred retirement savings legislation to be introduced." HOUSE OF REPRESENTATIVES,SENATE 200000   0 0 2009-04-16T13:57:58-04:00
753719 CONSTANTINE CANNON, LLP 66de6fe1-086e-406b-8abf-bd34ad75c3fb Q1 CONSTANTINE CANNON, LLP 295532 BROOKSIDE CAPITAL PARTNERS/HILLSIDE CAPITAL INCORPORATED 2009 first_quarter RET Pension Funding Legislation.   20000   0 0 2009-04-16T15:14:42-04:00
753852 MR. ROBERT GUSTAFSON af1276e7-d5c4-4f1a-9d93-1725828ad524 Q1 MR. ROBERT GUSTAFSON 55495 FRATERNAL ORDER OF EAGLES 2009 first_quarter RET Legislation and policy that will preserve the future stability of the Social Security System based on its original principles (no specific legislation at this time). HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2009-04-16T15:35:30-04:00
753907 MOSS, MCGEE, BRADLEY AND COLBERT 0d13d8ac-fdd1-4112-891b-03ba78e53d27 Q1 MOSS, MCGEE, BRADLEY AND COLBERT 292356 EXPERIENCE WORKS 2009 first_quarter RET Employment Related Issues Special Committee on Aging Education, Dept of,Energy, Dept of,HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Small Business Administration (SBA) 20000   0 0 2009-04-16T15:43:41-04:00
753926 THE NATIONAL GRANGE OF THE ORDER OF PATRONS OF HUSBANDRY 69d4ad5b-40f8-487b-b079-3d2601c24734 Q1 THE NATIONAL GRANGE OF THE ORDER OF PATRONS OF HUSBANDRY 27913 NATIONAL GRANGE OF THE ORDER OF PATRONS OF HUSBANDRY 2009 first_quarter RET Social Security Reform Agriculture, Dept of (USDA),Commerce, Dept of (DOC),Commodity Futures Trading Commission (CFTC),Council on Environmental Quality (CEQ),Education, Dept of,Energy, Dept of,Environmental Protection Agency (EPA),Federal Communications Commission (FCC),Federal Energy Regulatory Commission (FERC),Federal Trade Commission (FTC),Food & Drug Administration (FDA),Health & Human Services, Dept of (HHS),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Interior, Dept of (DOI),Justice, Dept of (DOJ),Labor, Dept of (DOL),Natl Telecommunications & Information Administration (NTIA),Office of Management & Budget (OMB),SENATE,Transportation, Dept of (DOT),U.S. Trade Representative (USTR)   10000 0 0 2009-04-16T15:44:47-04:00
754592 TIAA 1f412c0d-3544-446c-8437-2a8054ec4e68 Q1 TIAA 55757 TIAA 2009 first_quarter RET S 401 - Defined Contribution Fee Disclosure Act of 2009 Investment Advice Retirement Security Separate Account Prohibited Transaction Exemptions 5500 Reporting Auto-Enroll Auto-Escalate Target Date Funds Fee Transparency Auto-IRA Federal Reserve System,HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of,White House Office   440000 0 0 2009-04-16T17:37:47-04:00
754614 AETNA INC. 9242d46e-81a4-480f-baed-43c34d022a8f Q1 AETNA INC. 352 AETNA INC 2009 first_quarter RET HR 1322 Emergency Retire Health Benefits Protection Act of 2009 (retirre health insurance) Centers For Medicare and Medicaid Services (CMS),Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,SENATE   809793 0 0 2009-04-16T17:42:58-04:00
754976 AMERICAN BENEFITS COUNCIL f6b48431-36b8-4c8a-9fce-6785a9ab5809 Q1 AMERICAN BENEFITS COUNCIL 4675 AMERICAN BENEFITS COUNCIL 2009 first_quarter RET House The American Recovery and Reinvestment Act of 2009 ("Stimulus Bill") - H.R. 1 Lilly Ledbetter Fair Pay Act of 2009 - H.R. 11 American Recovery and Reinvestment Tax Act of 2009 - H.R. 598 Limit Executive Compensation Abuse Act - H.R. 857 Troubled Asset Relief Program (TARP) Bonus Tax Legislation - H.R. 1586 The Worker, Retiree, and Employer Recovery Act - H.R. 7327 Pension Funding - additional funding relief for defined benefit pension plans meetings with Congressional staff Retirement Security defined contribution plans, 401 (k) plans, automatic IRAs, investment advice and the Savers Credit staff of Ways & Means and Education and Labor Committees Fiscal Year 2010 budget resolution (Automatic IRA Act of 2007 H.R. 2167) Senate The American Recovery and Reinvestment Act of 2009 S. 1 Lilly Ledbetter Fair Pay Act of 2009 S. 181 Cap Executive Officer Pay Act of 2009 - S. 360 The Defined Contribution Plan Fee Disclosure Act S. 2473 Fiscal Year 2010 budget resolution Regulatory communication with covered federal officials on legislative issues Treasury/IRS - the Worker, Retiree, and Employer Recovery Act of 2008 (WRERA) 2009 Minimum Required Distribution provisions (MRD) Treasury/IRS executive compensation Emergency Economic Stabilization Act of 2008 (EESA) Treasury/IRS Guidance Requested regarding use of the yield curve to determine pension liabilities and other funding issues. Treasury/IRS the American Recovery and Reinvestment Act of 2009 application of withholding tables to retirees HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),SENATE,Treasury, Dept of,White House Office   192662 0 0 2009-04-17T08:57:00-04:00
755503 CAMPBELL SOUP COMPANY 87ef3df1-8785-4e4d-b079-2c22bc89ef0f Q1 CAMPBELL SOUP COMPANY 78857 CAMPBELL SOUP COMPANY 2009 first_quarter RET Pension reform (no bill introduction yet). Agriculture, Dept of (USDA),HOUSE OF REPRESENTATIVES,SENATE,U.S. Trade Representative (USTR)   30000 0 0 2009-04-17T10:50:37-04:00
755552 COLLEGE AND UNIVERSITY PROFESSIONAL ASSOCIATION FOR HUMAN RESOURCES e0dc593c-164a-4662-88f0-201fb9110039 Q1 COLLEGE AND UNIVERSITY PROFESSIONAL ASSOCIATION FOR HUMAN RESOURCES 40015118 COLLEGE AND UNIVERSITY PROFESSIONAL ASSOCIATION FOR HUMAN RESOURCES 2009 first_quarter RET HR 1322, the Emergency Retiree Health Benefits Protection Act of 2009, oppose changes to ERISA and mandating retiree health benefits; The Worker, Retiree, and Employer Recovery Act of 2008, support follow up temporary provisions to help employers responsibly address the financial crisis impacting pension funds. Equal Employment Opportunity Commission (EEOC),HOUSE OF REPRESENTATIVES,SENATE,Small Business Administration (SBA)   50000 0 0 2009-04-17T10:55:58-04:00
755717 THE DUBERSTEIN GROUP INC. a02277fe-4da5-42af-a305-d39a444c4cd6 Q1 THE DUBERSTEIN GROUP INC. 12675 SUPERVALU 2009 first_quarter RET Defined benefit pension funding relief - potential legislation HOUSE OF REPRESENTATIVES,SENATE 133333   0 0 2009-04-17T11:13:10-04:00
755937 AZOA SERVICES CORP(ALLIANZ OF AMERICA) FORMERLY AZOA SERIVCES CORP/FIREMAN'S FUND(ALLIANZ OF AMERICA 60e750a6-f98d-47aa-b5fa-f0f4025e0180 Q1 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 2009 first_quarter RET 401 (k) fee disclosure: Oppose reintrocution of legislation that would require 401 (k) plan administrators to reveal charges associated with four categories of fees: administrative fees, investment management fees, transaction fees, and other costs. HOUSE OF REPRESENTATIVES,Risk Management Agency,Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of   353000 0 0 2009-04-17T11:38:54-04:00
756231 THE OB-C GROUP, LLC bbb41492-158e-4a8a-84bc-8de3220ca96b Q1 THE OB-C GROUP, LLC 29802 TRANSFORM SR HOLDINGS LLC (FORMERLY KNOWN AS SEARS HOLDINGS CORPORATION) 2009 first_quarter RET No specific bill number: matters relating to pension funding. HOUSE OF REPRESENTATIVES,SENATE 40000   0 0 2009-04-17T12:03:44-04:00
756345 UNITED AUTOMOBILE, AEROSPACE & AGRICULTURAL IMPLEMENT WORKERS 92bca041-8ac5-4a89-8974-2e5a3d736120 Q1 UNITED AUTOMOBILE, AEROSPACE & AGRICULTURAL IMPLEMENT WORKERS 39052 UNITED AUTOMOBILE AEROSPACE & AGRICULTURAL IMPLEMENT WORKERS 2009 first_quarter RET Private Pensions - Technical Corrections; 401(K) Transparency Legislation; Pension Funding Relief. Council on Environmental Quality (CEQ),Environmental Protection Agency (EPA),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Intl Trade Administration (ITA),Labor, Dept of (DOL),Legal Services Corporation,Natl Economic Council (NEC),Office of Management & Budget (OMB),SENATE,State, Dept of (DOS),Treasury, Dept of,U.S. Trade Representative (USTR),White House Office   440000 0 0 2009-04-17T12:13:28-04:00
756482 AMERICAN ACADEMY OF ACTUARIES ccb1cc99-1664-45ef-a5b9-5aa43bd8ebe5 Q1 AMERICAN ACADEMY OF ACTUARIES 1318 AMERICAN ACADEMY OF ACTUARIES 2009 first_quarter RET Captal market solutions to longevity risk; PPA technical corrections; state of definted benefit retirement plans; social security reform; and accounting for social insurance Centers For Medicare and Medicaid Services (CMS),Congressional Budget Office (CBO),Federal Accounting Standards Advisory Board (FASAB),Government Accountability Office (GAO),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Library of Congress (LOC),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of,White House Office   51212 0 0 2009-04-17T12:27:00-04:00
756511 SQUIRE PATTON BOGGS 2bcc0750-4d48-4888-b243-18ad18b02ffd Q1 SQUIRE PATTON BOGGS 30906 AON SERVICE CORPORATION (FKA AON HEWITT) 2009 first_quarter RET Fee disclosure rules relating to Section 408(b)(2) of ERISA. HOUSE OF REPRESENTATIVES,SENATE 120000   0 0 2009-04-17T12:30:08-04:00
756703 HARTFORD INSURANCE GROUP (FKA HARTFORD FINANCIAL SERVICES GROUP) a129c04b-6557-47b8-b8fb-b048a589e195 Q1 HARTFORD INSURANCE GROUP (FKA HARTFORD FINANCIAL SERVICES GROUP) 17682 HARTFORD INSURANCE GROUP (FKA HARTFORD FINANCIAL SERVICES GROUP) 2009 first_quarter RET Retirement security issues including 401k fee disclosure, coverage expansion, and annuity issues S.401 Defined Contribution Fee Disclosure Act of 2009 (Harkin/Kohl) Agriculture, Dept of (USDA),HOUSE OF REPRESENTATIVES,Natl Economic Council (NEC),SENATE,Treasury, Dept of   490000 0 0 2009-04-17T12:57:16-04:00
756786 UNIVERSITY OF IOWA 007eef46-69ad-4ed8-925e-0cf73ef85232 Q1 UNIVERSITY OF IOWA 49191 UNIVERSITY OF IOWA 2009 first_quarter RET Retirement issues related to universities' pension plans IRA issues related to philanthropic giving S. 819, H.R. 1419 Public Good IRA Rollover Act H.R. 6382 Pension Protection Technical Corrections Act of 2008 Agriculture, Dept of (USDA),Centers For Medicare and Medicaid Services (CMS),Defense, Dept of (DOD),Federal Emergency Management Agency (FEMA),Health & Human Services, Dept of (HHS),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Natl Institutes of Health (NIH),Office of Management & Budget (OMB),Office of Science & Technology Policy (OSTP),SENATE,State, Dept of (DOS),Transportation, Dept of (DOT)   110000 0 0 2009-04-17T13:03:00-04:00
757246 DAVIS & HARMAN LLP 9288648e-3c62-4a58-b559-7d9a50a87383 Q1 DAVIS & HARMAN LLP 11674 AMERICAN BENEFITS COUNCIL 2009 first_quarter RET Proposals responding to the effect of the stock market decline on retirement savings account. Proposals to expand retirement coverage including proposals to mandate payroll deducion IRAs. Proposals related to defined contribution plan fees and fee disclosure practices, including S.401, the Defined Contriubtion Fee Disclosure Act. H.R.11/S.181, the Lilly Ledbetter Fair Pay Act. Proposals relating to defined benefit plan funding. HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of 60000   0 0 2009-04-17T14:04:01-04:00
757271 DAVIS & HARMAN LLP 52a7a03c-f2f4-4165-b072-dee91e37a62d Q1 DAVIS & HARMAN LLP 11674 PRINCIPAL LIFE INSURANCE COMPANY 2009 first_quarter RET Proposals related to defined contribution plan fees and fee disclosure practices. Proposals responding to the effect of the stock market decline on retirement savings accounts. Proposals to expand retirement coverage including proposals to mandate payroll deduction IRAs. Proposals related to defined benefit plan funding. HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of 20000   0 0 2009-04-17T14:07:09-04:00
757293 DAVIS & HARMAN LLP 52915d39-7082-4389-b1e7-ff6c20410966 Q1 DAVIS & HARMAN LLP 11674 WILLIS NORTH AMERICA INC 2009 first_quarter RET Proposals related to cash balance and other hybrid pension plans. Proposals related to defined benefit plan funding. HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of 30000   0 0 2009-04-17T14:09:19-04:00
757317 DAVIS & HARMAN LLP 18689d9e-5c95-4980-bb8a-2adfa4b3b144 Q1 DAVIS & HARMAN LLP 11674 TIAA 2009 first_quarter RET Proposals related to defined contribution plan fees and fee disclosure practices. Proposals responding to the effect of the stock market decline on retirement savings accounts. Proposals to expand retirement coverage, including proposals to mandate payroll deduction IRAs. HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2009-04-17T14:12:28-04:00
757350 DAVIS & HARMAN LLP 249c0cf3-fc04-4a8b-8cae-bb845ba3a60c Q1 DAVIS & HARMAN LLP 11674 NATIONWIDE INSURANCE COMPANIES 2009 first_quarter RET Proposals responding to the effect of the stock market decline on retirement savings accounts. Proposals to expand retirement coverage, including proposals to mandate payroll deduction IRAs. HOUSE OF REPRESENTATIVES,SENATE 10000   0 0 2009-04-17T14:14:34-04:00
757357 AMERICAN COUNCIL OF LIFE INSURERS 4abef402-e80c-4edf-8688-8397231a26e1 Q1 AMERICAN COUNCIL OF LIFE INSURERS 2115 AMERICAN COUNCIL OF LIFE INSURERS 2009 first_quarter RET H.R. 2205/ S 1010 Retirement Security for Life Act. Issue: Tax Incentive for Non Qualified Annuities S. 1288 - Women's Retirement Act of 2007. Issue: federal tax treatment of annuities. S. 3952 - Automatic IRA Act of 2007. Issue: expand pension coverage. H.R.3361 -To make technical corrections related to the Pension Protection Act of 2006. Issue: technical corrections to PPA. S.1974- the Pension Protection Technical Corrections Act of 2007. Issue: technical corrections to PPA. H.R. 3185, the 401(k) Fair Disclosure for Retirement Security Act of 2007. Issue: Retirement plan fee disclosure. S. 207 Long Term Care Affordability and Security Act of 2009. Issue: allows long term care insurance to be offered in employer sponsored cafeteria plans and FSA. H.R. 3765 Defined Contribution Plan Fee Transparency Act of 2007. Issue: retirement plan fee disclosure. S. 697/ HR 1721 Community Living Assistance Services and Supports Act. Issue: reform of LTC financing. S. 2473 Defined Contribution Fee Disclosure Act. Issue: retirement plan fee disclosure. S. 1087 Fair Pay Act. Issue: civil penalty impact on retirement plans. H.R. 2831 Lilly Ledbetter Fair Pay Act. Issue: civil penalty impact on retirement plans. H.R. 2419 Farm Bill Extension Act. Issue: Roth treatment for 457 contracts. H.R. 3997 Defenders of Freedom Tax Act/ Heroes Earnings Assistance and Relief Act. Issue: military access to retirement monies. H.R. 5160 Small Business Add Value for Employees Act of 2008. Issue: expand pension coverage. H.R. 897 The Long Term Care and Retirement Security Act of 2009. Issue: LTC in cafeteria and FSA and above the line deductions for LTC premiums. S. 1693 The Wired for Healthcare Quality Act. Issue: affects of LTC ERISA preemption. H.R. 6357 Protecting Records, Optimizing Treatments, and Easing Communications Through Healthcare Technology Act of 2008 (ProTECHt Act) H.R. 6382 Pension Protection Act Technical Corrections. Issue: Retirement plan modifications H.R. 6143 Pension Protection Act E… HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Transportation, Dept of (DOT),Treasury, Dept of   1867075 0 0 2009-04-17T14:14:38-04:00
757395 DAVIS & HARMAN LLP b20cfc9a-d703-48ec-8fa2-f873c392adf7 Q1 DAVIS & HARMAN LLP 11674 GENWORTH FINANCIAL INC 2009 first_quarter RET Proposals responding to the effect of the stock market decline on retirement savings accounts. HOUSE OF REPRESENTATIVES 40000   0 0 2009-04-17T14:16:44-04:00
757409 MUTUAL OF OMAHA 81878dc6-01f4-4acf-90de-62f5eefa8bb1 Q1 MUTUAL OF OMAHA 26284 MUTUAL OF OMAHA 2009 first_quarter RET S 401 - Defined Contribution Fee Disclosure Act of 2009 - A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and for other purposes. HOUSE OF REPRESENTATIVES,SENATE   273000 0 0 2009-04-17T14:16:56-04:00
757637 INTERNATIONAL MOTORS, LLC (FORMERLY NAVISTAR, INC.) ee7b8d0d-9806-4d05-9c82-7d220f879f75 Q1 INTERNATIONAL MOTORS, LLC (FORMERLY NAVISTAR, INC.) 28891 INTERNATIONAL MOTORS, LLC (FORMERLY NAVISTAR, INC) 2009 first_quarter RET Pension Funding Relief Commerce, Dept of (DOC),Energy, Dept of,Environmental Protection Agency (EPA),HOUSE OF REPRESENTATIVES,SENATE,U.S. Trade Representative (USTR)   392000 0 0 2009-04-17T14:27:53-04:00
757676 NATIONWIDE MUTUAL INSURANCE COMPANY ce8e486b-ce20-4b5e-b833-f577936cff3e Q1 NATIONWIDE MUTUAL INSURANCE COMPANY 26411 NATIONWIDE MUTUAL INSURANCE COMPANY 2009 first_quarter RET Proposals responding to the effect of the stock market decline on retirement savings accounts. Proposals to expand retirement coverage, including proposals to mandate payroll deduction IRAs Proposals regarding annuitization of assets from defined contribution plans Federal Emergency Management Agency (FEMA),HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of,U.S. Copyright Office   860000 0 0 2009-04-17T14:32:22-04:00
758280 LOCKE LORD PUBLIC POLICY GROUP LLC 3a3f5b11-da66-428c-9dc4-8715b2966d58 Q1 LOCKE LORD PUBLIC POLICY GROUP LLC 300971 LOUISIANA SHERIFF'S ASSOCIATION 2009 first_quarter RET HR 6382 Pension Protection Technical Corrections Act of 2008 HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),SENATE,White House Office 20000   0 0 2009-04-17T15:21:51-04:00
758422 PRINCIPAL FINANCIAL GROUP dd84c847-d726-4fd5-b86b-a9eb51094e72 Q1 PRINCIPAL FINANCIAL GROUP 32178 PRINCIPAL FINANCIAL GROUP 2009 first_quarter RET HR 656 To amend the Internal Revenue Code of 1986 to allow certain individuals who have attained age 50 and who are unemployed to receive distributions from qualified retirement plans without incurring a 10 percent additional tax HR 11 To amend title VII of the Civil Rights Act of 1964 and the Age Discrimination in Employment Act of 1967, and to modify the operation of the Americans with Disabilities Act of 1990 and the Rehabilitation Act of 1973, to clarify that a discriminatory compensation decision or other practice that is unlawful under such Acts occurs each time compensation is paid pursuant to the discriminatory compensation decision or other practice, to amend the Fair Labor Standards Act of 1938 to provide more effective remedies to victims of discrimination in the payment of wages on the basis of sex, and for other purposes. HR 939 To permit 2008 required minimum distributions from certain retirement plans to be repaid HR 1961 To amend the Internal Revenue Code of 1986 to expand the availability of the saver's credit, to make the credit refundable, and to make Federal matching contributions into the retirement savings of the taxpayer. S 181 To amend title VII of the Civil Rights Act of 1964 and the Age Discrimination in Employment Act of 1967, and to modify the operation of the Americans with Disabilities Act of 1990 and the Rehabilitation Act of 1973, to clarify that a discriminatory compensation decision or other practice that is unlawful under such laws occurs each time compensation is paid pursuant to the discriminatory compensation decision or other practice. S 401 A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes. Commerce, Dept of (DOC),HOUSE OF REPRESENTATIVES,SENATE   710000 0 0 2009-04-17T15:31:27-04:00
758723 AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES 5ca130c2-0e96-48d4-9f9c-316295a8d170 Q1 AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES 3390 AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES 2009 first_quarter RET Joined a coalition of trade associations and large corporations in support of temporary provisions to address a pension funding crisis confronting employers and nonprofit organizations nationwide. Federal Trade Commission (FTC),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),SENATE,Treasury, Dept of,U.S. Postal Service (USPS),White House Office   170000 0 0 2009-04-17T15:51:59-04:00
758918 GENWORTH FINANCIAL, INC. 0f0e7671-5a95-4a7e-ab3e-5e6e0b73a1b8 Q1 GENWORTH FINANCIAL, INC. 302118 GENWORTH FINANCIAL, INC. 2009 first_quarter RET Incentives for Annuitization Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of   780000 0 0 2009-04-17T16:09:45-04:00
759032 NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS a37d51f2-7c1d-4fda-81a0-5a583f6cbefe Q1 NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS 26901 NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS 2009 first_quarter RET HR 2830 & 1783-The Pension Protection Act-NAIFA supports legislation allowing advisors who represent companies administering 401(k) type plans to give investment advice to employees participating in those plans. HR 7327 - Worker, Retiree and Employer Recovery Act of 2008. NAIFA supported. HR 205 & S. 1010 - Retirement Security for Life Act would grant a federal tax exclusion up to $20,000 per year in lifetime payments from non-qualified annuuities - NAIFA supports. HR. 2912 - Flexible Retirement for Life Act would grant the same exclusion as HR 819 but phase in the dollar amount starting at $1,000 in 2006 and increasing to $20,000 by 2015. HR 2951 & 1359 - NAIFA supports tax incentives for both qualified and non-qualified annuities. S-2794 - Senior Investor Protection Act of 2008 provides grants to states to address issues pertaining to the marketing and sale of financial products to senior citizens. NAIFA has concerns about several provisions in the bill. HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of   315000 0 0 2009-04-17T16:18:49-04:00
759238 AARP f8014bec-1a9f-405a-9508-6ba92b683cb7 Q1 AARP 1694 AARP 2009 first_quarter RET H.R.1159, To amend the Internal Revenue Code of 1986 to provide special rules for investments lost in a fraudulent Ponzi-type scheme-Contacted Congressman's Meek's office to explore support of a bill that offers some relief to victims of Ponzi schemes. Lobbied for reintroduction of auto-IRA, a bill that would require an automatic workplace retirement savings plan for an estimated 50 million employees (no bill). Lobbied for introduction of legislation that would expand the savers credit so that more modest income individuals can benefit from it. Discussed Auto-IRA, a bill that would require an automatic workplace retirement savings plan for an estimated 50 million employees; legislation that would end the age cap in the earned income tax credit; legislation that would expand the savers credit so that more modest income individuals can benefit from it; and on the inappropriate application of withholding tables that implement Make Work Pay to pension and other retirement income. (no bill) Met with DPC staff on: Auto-IRA, a bill that would require an automatic workplace retirement savings plan for an estimated 5o million employees; legislation that would end the age cap in the earned income tax credit; legislation that would expand the savers credit so that more modest income individuals can benefit from it; weatherization; modernizing the poverty measure; and modernizing the asset tests that are used to determine eligibility for federal benefits. (no bill) Met with the Vice-President's staff on: Auto-IRA, a bill that would require an automatic workplace retirement savings plan for an estimated 50 million employees; legislation that would end the age cap in the earned income tax credit; legislation that would expand the savers credit so that more modest income individuals can benefit from it; weatherization; modernizing the poverty measure; and modernizing the asset tests that are used to determine eligibility for federal benefits. (no bill) Discussed the need for bipartisan action on long-term financial security. … Commerce, Dept of (DOC),Federal Communications Commission (FCC),Federal Reserve System,Government Accountability Office (GAO),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Office of the Vice President of the United States,Securities & Exchange Commission (SEC),SENATE,Social Security Administration (SSA),Transportation, Dept of (DOT),Treasury, Dept of,White House Office   4080000 0 0 2009-04-17T16:34:40-04:00
759422 VANGUARD GROUP ccd3fde7-8bea-4bb9-b855-dafa1ee0db91 Q1 VANGUARD GROUP 291058 VANGUARD GROUP 2009 first_quarter RET Comment letter filed with Department of Labor supporting recent regulations on investment advice in 401(k) plans. Comment letter filed with Senate Special Aging Committee regarding target date funds. Provided input for "Savings Recovery Act" (currently in draft form) Provided input for development of 401(k) system reforms HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of   340000 0 0 2009-04-17T16:55:25-04:00
759586 AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS 256c956a-76a6-4a62-9739-2debf60170b8 Q1 AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS 2640 AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS 2009 first_quarter RET Pension funding HOUSE OF REPRESENTATIVES,SENATE   1115939 0 0 2009-04-17T17:18:06-04:00
759637 AMERICAN PUBLIC POWER ASSOCIATION 96422609-b464-484a-bb9f-2a88150f358c Q1 AMERICAN PUBLIC POWER ASSOCIATION 3184 AMERICAN PUBLIC POWER ASSOCIATION 2009 first_quarter RET Pension issues related to defined benefit plans. Agriculture, Dept of (USDA),Council on Environmental Quality (CEQ),Energy, Dept of,Environmental Protection Agency (EPA),Federal Energy Regulatory Commission (FERC),HOUSE OF REPRESENTATIVES,Natl Telecommunications & Information Administration (NTIA),SENATE,Surface Transportation Board (STB),Treasury, Dept of   123810 0 0 2009-04-17T17:25:37-04:00
759791 PLASTICS INDUSTRY ASSOCIATION, INC. b55080eb-1b19-4ab0-9e9f-6cfb38a60f99 Q1 PLASTICS INDUSTRY ASSOCIATION, INC. 35981 PLASTICS INDUSTRY ASSOCIATION, INC. 2009 first_quarter RET Pension Reform (no specific bill) Executive Office of the President (EOP),Food & Drug Administration (FDA),HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of   45000 0 0 2009-04-17T17:58:33-04:00
761004 THE SUSQUEHANNA GROUP f34b5838-f7d4-4c99-bc69-ad2e11be4f9f Q1 THE SUSQUEHANNA GROUP 71597 NATIONAL ASSOCIATION OF RSVP PROGRAM DIRECTORS 2009 first_quarter RET Reauthorization of the National and Community Service Trust Act S.3480 Encore Service Act Serve America Act HOUSE OF REPRESENTATIVES,SENATE 10000   0 0 2009-04-19T12:53:53-04:00
761022 SQUIRE PATTON BOGGS 62f03790-4b13-4a4f-8531-a4bd9141b40f Q1 SQUIRE PATTON BOGGS 30906 NEW YORK LIFE INSURANCE COMPANY 2009 first_quarter RET Pension issues HOUSE OF REPRESENTATIVES,SENATE 50000   0 0 2009-04-19T13:03:19-04:00
761026 SQUIRE PATTON BOGGS baf26a5b-db8a-4857-835c-a9725ff853a4 Q1 SQUIRE PATTON BOGGS 30906 NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY 2009 first_quarter RET Pension issues. HOUSE OF REPRESENTATIVES,SENATE 30000   0 0 2009-04-19T13:05:24-04:00
761095 SQUIRE PATTON BOGGS 1077dc64-8993-4858-81dd-e0b17e9fc0d8 Q1 SQUIRE PATTON BOGGS 30906 SEARS HOLDINGS CORPORATION 2009 first_quarter RET Pension reform. HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2009-04-19T14:28:14-04:00
761346 LEDGE COUNSEL, INC. 34ec7c09-29c2-424b-8c39-1a0b9740f1ac Q1 LEDGE COUNSEL, INC. 22438 NATIONAL ASSOCIATION OF THRIFT SAVINGS PLAN PARTICIPANTS 2009 first_quarter RET Federal Retirement Thrift Savings Plan legislation and regulations Federal Retirement Thrift Investment Board,HOUSE OF REPRESENTATIVES,SENATE     0 0 2009-04-19T16:17:58-04:00
761571 EDUCATION LEGISLATIVE SERVICES, INC b82b1354-7295-46da-be42-1edb712487d3 Q1 EDUCATION LEGISLATIVE SERVICES, INC 13164 LONG BEACH UNIFIED SCHOOL DISTRICT (CA) 2009 first_quarter RET Social Security Reform S 484/HR 235: Social Security Fairness Act of 2009 * SOCIAL SECURITY REFORM Any proposal considered by the federal government for mandatory Social Security coverage of all public government employees, including K-12 public school personnel, and the impact of any other provisions on K-12 public school district personnel retirement benefits in California * S 484/HR 235: SOCIAL SECURITY FAIRNESS ACT OF 2009 To amend Title II of the Social Security Act to repeal two provisions, government pension offset and windfall elimination requirements, that reduce earned Social Security benefits for retired teachers and other public employees, retirees or spouses in states such as California where such employees contribute to state pension funds for teachers and/or other public employees, that are not covered by Social Security Agriculture, Dept of (USDA),Centers For Medicare and Medicaid Services (CMS),Commerce, Dept of (DOC),Education, Dept of,Federal Communications Commission (FCC),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,SENATE,White House Office     0 0 2009-04-19T19:07:52-04:00
761986 THE DOW CHEMICAL COMPANY, DBA DOW 30e19a35-8b95-41e8-96b8-7be6c2ce0f66 Q1 THE DOW CHEMICAL COMPANY, DBA DOW 12527 DOW CHEMICAL COMPANY DBA DOW 2009 first_quarter RET Pension funding & design reform HR 598/S 350/S1/HR 1 American Recovery and Reinvestment Act of 2009 Commerce, Dept of (DOC),Environmental Protection Agency (EPA),Food & Drug Administration (FDA),HOUSE OF REPRESENTATIVES,Office of Management & Budget (OMB),SENATE,State, Dept of (DOS),Surface Transportation Board (STB),Treasury, Dept of,U.S. Trade Representative (USTR)   1735000 0 0 2009-04-20T08:25:30-04:00

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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);
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