lobbying: lobbying_activities: 915 rows where filing_year = 2011 and issue_code = "RET" sorted by filing

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

915 rows where filing_year = 2011 and issue_code = "RET" sorted by filing_year descending

descending

✎ View and edit SQL

This data as json, CSV (advanced)

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_termination	received_date
1070944	PLAN SPONSOR COUNCIL OF AMERICA FKA PROFIT SHARING/401K COUNCIL OF AMERICA 7daee1dd-d364-43f0-a2e5-078cea7b8609	Q1	PLAN SPONSOR COUNCIL OF AMERICA FKA PROFIT SHARING/401K COUNCIL OF AMERICA	32293	PLAN SPONSOR COUNCIL OF AMERICA FKA PROFIT SHARING/401K COUNCIL OF AMERICA	2011	first_quarter	RET	LEGISLATION AFFECTING PROFIT SHARING AND 401(k) PLANS.	HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of		80000	0	2011-04-01T14:43:44.457000-04:00
1071176	MR. MORRIS FEIBUSCH c8a6f78d-ac4d-4aff-a849-51dfbe3d24e0	Q1	MR. MORRIS FEIBUSCH	400578741	BITUMINOUS COAL OPERATORS' ASSOCIATION, INC.	2011	first_quarter	RET	Seek legislative relief from impact of Pension Protection Act, including PBGC funding	HOUSE OF REPRESENTATIVES,SENATE			0	2011-04-04T14:58:41.503000-04:00
1071546	HOLLAND & KNIGHT LLP c9468120-a3db-40e7-8243-9144a976cab1	Q1	HOLLAND & KNIGHT LLP	18466	BENETRENDS, INC.	2011	first_quarter	RET	Pension reform legislation. ERISA issues and IRS guidance on retirement plan rollovers.	HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),SENATE,Treasury, Dept of	20000		0	2011-04-06T12:20:05.830000-04:00
1072133	CHAMBER HILL STRATEGIES a91deb3d-11c2-4ddc-ac19-0e98e4b94b8a	Q1	CHAMBER HILL STRATEGIES	400645947	YRC WORLDWIDE INC.	2011	first_quarter	RET	Pension reform legislation related to provisions of P.L. 109-280, the Pension Protection Act of 2006	HOUSE OF REPRESENTATIVES,SENATE	30000		0	2011-04-08T11:42:52.647000-04:00
1072839	CAPITAL CONCEPTS 9fe2b996-0fec-4949-a419-4daf8c759e4b	Q1	CAPITAL CONCEPTS	8065	SAVINGS COALITION OF AMERICA	2011	first_quarter	RET	Support enhancing proposals in President's Budget Request on required minimum distributions and permitting 60-day rollover of inherited assets from defined contributions or IRAs for surviving non-spouse beneficiaries	HOUSE OF REPRESENTATIVES,SENATE	6000		0	2011-04-11T13:51:13.517000-04:00
1072866	PRINTING INDUSTRIES OF AMERICA, INC. 0f62d726-d122-49b8-a85e-8cd0b61c546c	Q1	PRINTING INDUSTRIES OF AMERICA, INC.	32203	PRINTING INDUSTRIES OF AMERICA INC	2011	first_quarter	RET	Pension reform Social Security reform	Consumer Product Safety Commission (CPSC),Environmental Protection Agency (EPA),Government Printing Office (GPO),Health Resources & Services Administration (HRSA),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Patent & Trademark Office (PTO),Postal Rate Commission,Postal Regulatory Commission,SENATE,State, Dept of (DOS),Treasury, Dept of,U.S. Postal Service (USPS)		117665	0	2011-04-11T14:10:28.350000-04:00
1072910	THE SAVINGS COALITION OF AMERICA 01d5e581-02c7-4a21-a358-a6780cea0339	Q1	THE SAVINGS COALITION OF AMERICA	34433	SAVINGS COALITION OF AMERICA	2011	first_quarter	RET	Support enhancing proposals in the President's Budget Request on required minimum distributions and permitting 60-day rollover of inherited assets from defined contribution plans or IRAs for surviving non-spouse beneficiaries	HOUSE OF REPRESENTATIVES,SENATE		6000	0	2011-04-11T14:55:56.093000-04:00
1073128	AETNA INC. f83c027c-e004-46f9-b98d-1b7c13383258	Q1	AETNA INC.	352	AETNA INC	2011	first_quarter	RET	Retiree health insurance (no bills yet)	Centers For Medicare and Medicaid Services (CMS),Executive Office of the President (EOP),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,SENATE		1083703	0	2011-04-12T08:14:23.543000-04:00
1073212	APTIV, PLC afe39c6e-9729-4b39-bb14-7e4edce13b09	Q1	APTIV, PLC	49054	APTIV PLC	2011	first_quarter	RET	Pension issues relating to bankruptcy Transfer of company retirement assets to PBGC PBGC management of Delphi pension	Defense, Dept of (DOD),Energy, Dept of,Environmental Protection Agency (EPA),HOUSE OF REPRESENTATIVES,SENATE		72494	0	2011-04-12T10:20:11.937000-04:00
1073464	CORNERSTONE GOVERNMENT AFFAIRS, INC. bff2933e-ac84-4e68-b8f1-d978937f62f6	Q1	CORNERSTONE GOVERNMENT AFFAIRS, INC.	75557	CUSTODIA FINANCIAL	2011	first_quarter	RET	monitor the issues related to retirement plans.	HOUSE OF REPRESENTATIVES,SENATE	50000		0	2011-04-12T11:46:00.853000-04:00
1073468	PHOENIX STRATEGIES, INC. 0d74799e-702c-4c95-9f5a-d59021276d66	1T	PHOENIX STRATEGIES, INC.	400384784	MANUFACTURING WOODWORKERS ASSOCIATION OF GREATER NEW YORK	2011	first_quarter	RET	Withdrawal Liability				1	2011-04-12T11:48:35.663000-04:00
1074214	UPS (UNITED PARCEL SERVICE) f88c4d40-112b-4747-9cb3-441c812c2f5e	Q1	UPS (UNITED PARCEL SERVICE)	39223	UPS (UNITED PARCEL SERVICE)	2011	first_quarter	RET	Multi-employer and Single Employer Pension Reform	Commerce, Dept of (DOC),Defense, Dept of (DOD),Executive Office of the President (EOP),Federal Aviation Administration (FAA),Food & Drug Administration (FDA),Health & Human Services, Dept of (HHS),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),SENATE,Small Business Administration (SBA),State, Dept of (DOS),Transportation, Dept of (DOT),Transportation Security Administration (TSA),Treasury, Dept of,U.S. Customs & Border Protection,U.S. Trade Representative (USTR)		1572401	0	2011-04-13T10:28:07.153000-04:00
1074220	WHITMER & WORRALL, LLC 1b6e4190-945d-4ed1-ada8-6db7ade59efa	Q1	WHITMER & WORRALL, LLC	292892	COALITION FOR INDEPENDENT SENIORS (CIS)	2011	first_quarter	RET	Advocacy for public policies related to reverse mortgages that allow seniors to maintain control of their assets and economic independence. Issues related to funding for the Home Equity Conversion Mortgage Program (HECM) at the Department of Housing and Urban Development (HUD).	HOUSE OF REPRESENTATIVES,SENATE	40000		0	2011-04-13T10:29:08.573000-04:00
1074599	AMERICAN FOREIGN SERVICE ASSOCIATION f89c3dbf-744b-4ec0-aba5-a30417fbedc5	Q1	AMERICAN FOREIGN SERVICE ASSOCIATION	2365	AMERICAN FOREIGN SERVICE ASSOCIATION	2011	first_quarter	RET	Issues relating to the pensions and retirement benefits of federal employees, specifically the Foreign Service, including the wage and hourly limitations on rehired annuitants at the State Department.	Agriculture, Dept of (USDA),Commerce, Dept of (DOC),HOUSE OF REPRESENTATIVES,SENATE,State, Dept of (DOS),U.S. Agency for International Development (USAID)		40000	0	2011-04-13T14:09:50.157000-04:00
1075548	CASSIDY & ASSOCIATES, INC. cd23f6e0-29ab-4e32-8595-03d65bcb260b	Q1	CASSIDY & ASSOCIATES, INC.	8453	NCR VOYIX CORPORATION	2011	first_quarter	RET	Pension Benefit Guarentee Corp. provisions in President's budget proposal for FY2012	HOUSE OF REPRESENTATIVES,SENATE,Veterans Affairs, Dept of (VA)	50000		0	2011-04-14T11:27:43.577000-04:00
1075870	ML STRATEGIES, LLC e7773ddf-7bac-4d59-adba-91263dd8d67d	Q1	ML STRATEGIES, LLC	25603	NATIXIS GLOBAL ASSET MANAGEMENT, L.P.	2011	first_quarter	RET	H. R. 677 and S. 767; the Life Time Income Disclosure Act.	Federal Reserve System,HOUSE OF REPRESENTATIVES,SENATE	30000		0	2011-04-14T13:49:25.377000-04:00
1075992	NATIONAL LEAGUE OF POSTMASTERS 68e691aa-fbde-4d40-8631-afd963361ed8	Q1	NATIONAL LEAGUE OF POSTMASTERS	69297	NATIONAL LEAGUE OF POSTMASTERS	2011	first_quarter	RET	Federal Retirement and other general benefit issues.	HOUSE OF REPRESENTATIVES,Postal Regulatory Commission,SENATE,U.S. Postal Service (USPS)		20000	0	2011-04-14T14:31:27.877000-04:00
1076658	THE NATIONAL GRANGE OF THE ORDER OF PATRONS OF HUSBANDRY 2cc884ff-825b-4d4a-bae4-195b37ba3053	Q1	THE NATIONAL GRANGE OF THE ORDER OF PATRONS OF HUSBANDRY	27913	NATIONAL GRANGE OF THE ORDER OF PATRONS OF HUSBANDRY	2011	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),Postal Regulatory Commission,SENATE,Transportation, Dept of (DOT),U.S. Postal Service (USPS),U.S. Trade Representative (USTR)		10000	0	2011-04-15T09:17:52.660000-04:00
1076857	DAVID FUNDERBURK f953a37d-68e8-4933-8c86-0589d35ad617	Q1	DAVID FUNDERBURK	43491	TREA SENIORCITIZENS LEAGUE	2011	first_quarter	RET	In support of Social Security Notch Reform: H.R. 1001, H.R. 239, and S.118; In support of Social Security COLA Consumer Price Index-Elderly and Social Security COLA Fairness: H.R. 456, H.R. 798, and H.R. 776; In support of Social Security Protection: H.R. 1052, H.R. 219, and S. 123; In opposition to U.S.-Mexico Totalization & Social Security for Unauthorized Work: H.R. 787, H.R. 148, S.95 and S. 181; In support of Congressional Pay Cut: H.R. 204	HOUSE OF REPRESENTATIVES,SENATE	40000		0	2011-04-15T11:14:49.160000-04:00
1077122	SUSAN J. WHITE & ASSOCIATES, INC. a411ca23-562e-4b95-9322-5a7b759de6cf	Q1	SUSAN J. WHITE & ASSOCIATES, INC.	41181	NATIONAL ASSOCIATION OF GOVERNMENT DEFINED CONTRIBUTION ADMINISTRATORS	2011	first_quarter	RET	1. Retirement legislation, President's Proposals 2. Retirement advice, diversification in holdings 3. Fee legislation 4. Pension Protection Act of 2006 5. National Save for Retirement Week	HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),SENATE,Treasury, Dept of	20000		0	2011-04-15T13:02:50.847000-04:00
1077420	AARP 7105b1a3-761e-4e04-ac2b-684601fedec3	Q1	AARP	1694	AARP	2011	first_quarter	RET	Discussed demographics and priorities for AARP members and the 50+ population in general. (no bill) Discussed concerns about cutting Social Security benefits as a way of addressing the nation's current budget deficits. (no bill) H.J. Res. 44, H.J. Res. 48, Continuing Appropriations Amendments, FY 2011 - Lobbied for increased funding of SSA Administrative expenses to reduce disability claim backlog and improve customer service. Discussed automatic indivudual retirement accounts, funded via payroll deduction, to individuals who work for an employer of a particular size and tenure who does not currently offer a retirement vehicle to their employees. (no bill) Discussion on Automatic IRA proposal to provide automatic individual retirement accounts, funded via payroll deduction, to individuals who work for an employer of a particular size and tenure that do not currently offer a retirement savings vehicle to their employees. (no bill) Discussed Social Security COLA relief. (no bill) H. R. 677/S. 267, Lifetime Income Disclosure Act - Submitted letter of support to the original co-sponsors of the House and Senate versions of the Lifetime Income Disclosure Act. This legislation would provide individulas with a better understanding of the lifemtime value of their 401 (k) plan assets by including in a yearly benefit statement a conversion of their total accrued benefits into a monthly dollar amount as if they had opted to receive a lifetime annuity.	Administration on Aging,Agriculture, Dept of (USDA),Bureau of the Census,Centers For Medicare and Medicaid Services (CMS),Energy, Dept of,Equal Employment Opportunity Commission (EEOC),Federal Communications Commission (FCC),Federal Energy Regulatory Commission (FERC),Federal Reserve System,Federal Transit Administration (FTA),Food & Drug Administration (FDA),Government Accountability Office (GAO),Health & Human Services, Dept of (HHS),Health Resources & Services Administration (HRSA),HOUSE OF REPRESENTATIVES,Housing & Urban Development, Dept of (HUD),Internal Revenue Service (IRS),Justice, Dept of (DOJ),Labor, Dept of (DOL),Medicare Payment Advisory Commission (MedPAC),Natl Highway Traffic Safety Administration (NHTSA),Office of Management & Budget (OMB),Office of Personnel Management (OPM),Securities & Exchange Commission (SEC),SENATE,Social Security Administration (SSA),Transportation, Dept of (DOT),Treasury, Dept of,White House Office		5000000	0	2011-04-15T14:49:02.477000-04:00
1077644	WAKEFERN FOOD CORP. 14d10089-103a-4b98-8e01-002d92dd41d3	Q1	WAKEFERN FOOD CORP.	400588798	WAKEFERN FOOD CORP.	2011	first_quarter	RET	Pension	HOUSE OF REPRESENTATIVES,SENATE		7000	0	2011-04-15T15:21:52.743000-04:00
1077684	THE ARC OF THE UNITED STATES 744fcfec-4f7b-47c2-9e35-cd9a62f59813	Q1	THE ARC OF THE UNITED STATES	4174	ARC OF THE UNITED STATES	2011	first_quarter	RET	Improvements to Title II and Title XVI for people with disabilities. Protection of disabled adult child benefits. Issues regarding the future of disability policy. Supplemental Security Income program issues, provisions dealing with persons with disabilities. Social Security Disabililty program issues, provisions dealing with persons with disabilities. Work incentives and other improvements for people with disabilities in Titles II and XVI of the Social Security Act. Representative payee issues. SSA's Work Incentives Simplification proposal. Issues considered by the National Commission on Fiscal Responsibility and Reform.	Centers For Medicare and Medicaid Services (CMS),Education, Dept of,Government Accountability Office (GAO),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Office of Management & Budget (OMB),SENATE,Social Security Administration (SSA),White House Office		30000	0	2011-04-15T15:30:17.317000-04:00
1077698	AZOA SERVICES CORP(ALLIANZ OF AMERICA) FORMERLY AZOA SERIVCES CORP/FIREMAN'S FUND(ALLIANZ OF AMERICA 50887002-4cce-45dd-a9e6-7db81ddc25b4	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	2011	first_quarter	RET	401 (k) fee disclosure: Trade Department of Labor rulemaking regarding 401 (k) fee disclosure. Lifetime Income Disclosure Act: Follow introduction of legislation that would require 401 (k) plans to give plan participants an annual statement projecting the monthly income that could be generate if the account balance were amortized as retirement.	Commodity Futures Trading Commission (CFTC),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Risk Management Agency,Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of		580000	0	2011-04-15T15:30:20.333000-04:00
1077850	TRUCKER HUSS APC b29fbb4e-1d67-451a-af9d-5008f56c8859	Q1	TRUCKER HUSS APC	400537609	WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND	2011	first_quarter	RET	Pension Legislation	HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of			0	2011-04-15T15:56:36.070000-04:00
1077969	AMERICAN COUNCIL OF LIFE INSURERS 64e45558-7369-431a-b49a-f62d4c0d5041	Q1	AMERICAN COUNCIL OF LIFE INSURERS	2115	AMERICAN COUNCIL OF LIFE INSURERS	2011	first_quarter	RET	H.R. 1173 - Fiscal Responsibility and Retirement Security Act of 2011. Issue: Repeal of the CLASS Act. S. 159/H.R. 63 - The Confidence in Long-Term Care Insurance Act of 2011. Issue: Enhanced consumer protections for long-term care insurance policies. H.R. 493 Genetic Information Non-Discrimination Act of 2008. Issue: Underwriting restrictions on long-term care insurance. H.R. 677/S. 267 The Lifetime Income Disclosure Acts. Issue: Annuity Illustration.	HOUSE OF REPRESENTATIVES,SENATE		1394000	0	2011-04-15T16:36:39.213000-04:00
1078409	EDWIN PIERSON 94633596-3e92-4790-92d7-886ac6f37778	Q1	EDWIN PIERSON	40048376	CIVIC COUNCIL	2011	first_quarter	RET	Death tax, COLA, immigration, totalization, U.N. Tax, national security	HOUSE OF REPRESENTATIVES			0	2011-04-16T10:41:28.960000-04:00
1078414	EDWIN PIERSON 1c8bdbe6-6c5a-4e40-9449-a76388a60805	Q1	EDWIN PIERSON	40048376	CIVIC COUNCIL	2011	first_quarter	RET	Death tax, COLA, immigration, totalization, U.N. Tax, national security	HOUSE OF REPRESENTATIVES			0	2011-04-16T10:45:30.883000-04:00
1078429	NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE 1b334d12-2ac3-4010-982c-5c4f11414ae6	Q1	NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE	27467	NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE	2011	first_quarter	RET	Social Security Protection. S.AMDT. 207 (to S. 493): prohibiting reductions to Social Security benefits for deficit reduction purposes. Social Security Protection. H.R. 1118, H.R. 796, S. 582: provisions removing Social Security Trust Fund receipts and disbursements from the federal budget baseline; limiting Trust Fund proceeds to OASDI purposes; prohibiting increases to the retirement age or the early retirement age, reductions in cost-of-living increases, reductions of benefit payment amounts, or creation of private retirement accounts carved out of Social Security; establishing a point of order against legislation that would reduce benefits or privatize Social Security. Social Security Lock Box. S. 123: provisions amending the Congressional Budget Act of 1974 relating to Social Security Trust Fund totals and requiring presidential budget submissions to Congress to include a detailed proposal for Social Security reform legislation. Consumer Price Index for Elderly Consumers. H.R. 798, H.R. 1086, H.R. 776, H.R. 539, H.R. 456: provisions establishing a consumer price index for elderly consumers (CPI-E) for the purpose of computing Social Security and Medicare benefit cost-of-living increases, and authorizing a cost-of living adjustment for Social Security recipients in 2011. Social Security Cost-of-Living Adjustment. H.R. 776, H.R. 539: providing for a Social Security COLA in non-COLA years. Social Security Privatization. H.R. 107, H.R. 4529: provisions converting Social Security to a system of private investment accounts. Social Security Benefits. S. 426: provision requiring progressive indexing and longevity indexing of Social Security old-age insurance benefits. Social Security Government Pension Offset (GPO) and Windfall Elimination Provision (WEP). H.R. 1332, S. 113: provisions repealing the GPO and/or WEP. Public Pension Modifications (no bill): proposals safeguarding spousal benefits with respect to Civil Service Retirement System (CSRS) pensions, the Thrift Savings Plan (TSP) and …	Administration on Aging,Centers For Medicare and Medicaid Services (CMS),Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,SENATE		470000	0	2011-04-16T12:25:44.030000-04:00
1078821	SQUIRE PATTON BOGGS 31c22779-96c7-47e3-8334-3374d96887d7	Q1	SQUIRE PATTON BOGGS	30906	YRC WORLDWIDE INC.	2011	first_quarter	RET	Pension reform legislation.	HOUSE OF REPRESENTATIVES,Pension Benefit Guaranty Corporation (PBGC),SENATE	150000		0	2011-04-18T08:29:12.287000-04:00
1079081	NATIONAL RETIREE LEGISLATIVE NETWORK 23a8bf58-2f7b-4c96-ba87-42e125fe31b7	Q1	NATIONAL RETIREE LEGISLATIVE NETWORK	400559672	NATIONAL RETIREE LEGISLATIVE NETWORK	2011	first_quarter	RET	Pensions/protecting pension assets	HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE		15000	0	2011-04-18T10:05:34.223000-04:00
1079135	SQUIRE PATTON BOGGS 3db2cdbb-6ab4-49b1-ab2f-ce3c225b6956	1A	SQUIRE PATTON BOGGS	30906	YRC WORLDWIDE INC.	2011	first_quarter	RET	Pension reform legislation.	HOUSE OF REPRESENTATIVES,Pension Benefit Guaranty Corporation (PBGC),SENATE	150000		0	2011-04-18T10:12:03.737000-04:00
1079244	THE TIMKEN COMPANY 01a102a4-20a9-47a3-9038-8da539321409	Q1	THE TIMKEN COMPANY	38153	TIMKEN COMPANY	2011	first_quarter	RET	Defined Benefit Plans Defined Contribution Plans - 401(k) Pension Protection Act Preserve Benefits and Jobs Act	HOUSE OF REPRESENTATIVES,SENATE		105130	0	2011-04-18T10:26:02.137000-04:00
1079827	AIR LINE PILOTS ASSOCIATION 8ce70331-e69b-4b97-8a5c-d6c9debe2596	Q1	AIR LINE PILOTS ASSOCIATION	580	AIR LINE PILOTS ASSOCIATION	2011	first_quarter	RET	Pilot Pension Issues; To Provide for Rollover Treatment to Traditional IRAs of Amounts Received in Airline Carrier Bankruptcy.	HOUSE OF REPRESENTATIVES,SENATE,State, Dept of (DOS),Transportation, Dept of (DOT)		290000	0	2011-04-18T12:05:16.660000-04:00
1079859	DAVIS & HARMAN LLP 8fce3a84-5042-4a2c-9986-f1b06fdb96eb	Q1	DAVIS & HARMAN LLP	11674	TRANSAMERICA LIFE INSURANCE COMPANY	2011	first_quarter	RET	Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business. Proposals to reform the multiple employer plan rules. Guidance related to nondiscrimination rules for defined contribution plan annuity investment products. Issues related to tax incentives for retirement savings.	HOUSE OF REPRESENTATIVES,SENATE	10000		0	2011-04-18T12:08:33.520000-04:00
1080028	ALFRED W. CORS, JR 8b75abb7-bda8-4638-89f5-797084082d83	Q1	ALFRED W. CORS, JR	285277	RETIRESAFE	2011	first_quarter	RET	Support H.R. 1086, the CPI for Seniors Act Support the Social Security and Medicare Protection Act (now H.R. 1630)	Centers For Medicare and Medicaid Services (CMS),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,SENATE	12925		0	2011-04-18T12:33:15.690000-04:00
1080144	MARTA AGUIRRE BASCOM 92adaa60-a8a3-4c28-8637-48378abae3a7	Q1	MARTA AGUIRRE BASCOM	307411	THE NATIONAL RETIREE LEGISLATIVE NETWORK	2011	first_quarter	RET	Pension asset protection	HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE	10000		0	2011-04-18T12:56:34.707000-04:00
1080491	FLEET RESERVE ASSOCIATION 1e9cde7c-294a-416b-a6ce-bc0eeb1aa47c	Q1	FLEET RESERVE ASSOCIATION	14781	FLEET RESERVE ASSOCIATION	2011	first_quarter	RET	Retired Pay Restoration, S. 344; Retired pay, HR 303; Disabled Veterans Tax Termination, HR 333; Early Retirment for Reservists, HR 181; SBP/DIC offset repeal, HR 178; Final Months Pay, HR 493; Chapter 61 concurrent receipt, HR 186.	Defense, Dept of (DOD),HOUSE OF REPRESENTATIVES,SENATE,Veterans Affairs, Dept of (VA)		140000	0	2011-04-18T13:55:04.770000-04:00
1081125	BITUMINOUS COAL OPERATORS' ASSOCIATION, INC. c3e371c7-26b6-47ad-90de-ae5afb8607e9	Q1	BITUMINOUS COAL OPERATORS' ASSOCIATION, INC.	310494	BITUMINOUS COAL OPERATORS' ASSOCIATION, INC.	2011	first_quarter	RET	Monitor proposed amendments to the Pension Protection Act of 2006 and precedent proposals to provide PBGC with a risk related premium.	HOUSE OF REPRESENTATIVES,Mine Safety & Health Administration (MSHA),SENATE		92722	0	2011-04-18T15:06:16.547000-04:00
1081193	MUTUAL OF OMAHA fbe7d985-a0ed-4e57-bc80-c0004030feba	Q1	MUTUAL OF OMAHA	26284	MUTUAL OF OMAHA	2011	first_quarter	RET	S 267, HR 677 - Lifetime Income Disclosure Act - Annual disclosure on defined contribution benefit statements of the annuity equivalent of a participant's account balance.	HOUSE OF REPRESENTATIVES,SENATE		224000	0	2011-04-18T15:11:51.747000-04:00
1081476	INSURED RETIREMENT INSTITUTE 395426fd-51fe-4bcc-a392-47346845b728	Q1	INSURED RETIREMENT INSTITUTE	285494	INSURED RETIREMENT INSTITUTE	2011	first_quarter	RET	Legislation and rulemakings affecting annuities, variable life products and retirement savings including Administration and Congressional proposals on tax reform. S. 2832/HR 677, Lifetime Income Disclosure Act, legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. Proposals at the Department of Treasury for increasing Americans access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans access to guaranteed lifetime income solutions. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act.	Federal Reserve System,HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of		98460	0	2011-04-18T15:49:27.793000-04:00
1081709	ALLIED PILOTS ASSOCIATION dbd69094-5626-4237-bdb3-42f4bd45603a	Q1	ALLIED PILOTS ASSOCIATION	40046359	ALLIED PILOTS ASSOCIATION	2011	first_quarter	RET	GENERAL PENSION PLAN ISSUES	Federal Aviation Administration (FAA),HOUSE OF REPRESENTATIVES,SENATE,State, Dept of (DOS),Transportation, Dept of (DOT)		70000	0	2011-04-18T16:25:29.323000-04:00
1081779	GIBSON, DUNN & CRUTCHER LLP bd9f75e2-87c3-44d2-811d-ec7c0d89678c	Q1	GIBSON, DUNN & CRUTCHER LLP	16178	ABF FREIGHT SYSTEMS, INC.	2011	first_quarter	RET	ERISA and Tax Code issues (particularly the Pension Protection Act amendment issues) facing multiemployer pension plans and their contributing employees (particularly those in the trucking industry).	HOUSE OF REPRESENTATIVES,SENATE	70000		0	2011-04-18T16:37:05.103000-04:00
1081813	COVINGTON & BURLING LLP 9031fe03-a5c2-4fa4-990d-6c45f2dcd40e	Q1	COVINGTON & BURLING LLP	11195	WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST	2011	first_quarter	RET	Multiemployer pension funding legislation.	HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of	100000		0	2011-04-18T16:42:25.837000-04:00
1082157	RICH FEUER ANDERSON 27986040-73b3-49ec-94ee-37117beed4ac	Q1	RICH FEUER ANDERSON	84775	LPL FINANCIAL CORPORATION	2011	first_quarter	RET	Definition of "fiduciary" under ERISA and application to providers of brokerage services.	HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of	60000		0	2011-04-18T17:28:26.510000-04:00
1082664	LAWRENCE J. ROMANS & ASSOCIATES, LLC 1832777a-e37c-4b08-a768-429e0be4f282	Q1	LAWRENCE J. ROMANS & ASSOCIATES, LLC	61072	CHARLES SCHWAB & CO INC	2011	first_quarter	RET	Department of Labor proposed rule on the Definition of Fiduciary under Section 3(21) of the Employee Retirement Income Security Act.	HOUSE OF REPRESENTATIVES,SENATE	30000		0	2011-04-18T22:22:28.537000-04:00
1083220	THE FLOURNOY GROUP, LLC d1fda835-bf71-40ce-95af-f62ef94e56b2	Q1	THE FLOURNOY GROUP, LLC	400493430	BRACY TUCKER BROWN & VALANZANO ON BEHALF OF DIMENSIONAL FUND ADVISORS	2011	first_quarter	RET	Pension Policy	HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE	20000		0	2011-04-19T08:56:49.083000-04:00
1083232	INTERNATIONAL ASSOCIATION OF FIRE FIGHTERS d922b7a5-2bb5-49ea-9974-660ae42f3ecc	Q1	INTERNATIONAL ASSOCIATION OF FIRE FIGHTERS	19753	INTERNATIONAL ASSOCIATION OF FIRE FIGHTERS	2011	first_quarter	RET	Efforts to undermine public pensions, including HR 567, S.347, HRes. 23 Mandatory Social Security coverage. Improvements to the pension calculation for federal fire fighters.	Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,SENATE		103000	0	2011-04-19T08:58:53.383000-04:00
1083875	INTERNATIONAL LONGSHORE & WAREHOUSE UNION ca34489b-2087-4abd-8c34-235d639d5948	Q1	INTERNATIONAL LONGSHORE & WAREHOUSE UNION	19981	INTERNATIONAL LONGSHORE & WAREHOUSE UNION	2011	first_quarter	RET	Social Security- strengthen the program, no cuts in benefits	HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Maritime Administration (MARAD),SENATE,State, Dept of (DOS),Transportation, Dept of (DOT),Transportation Security Administration (TSA),U.S. Coast Guard (USCG)		65000	0	2011-04-19T10:38:31.737000-04:00
1083997	K&L GATES, LLP cccc7f24-b83d-4a33-af3d-eea37040d7ce	Q1	K&L GATES, LLP	32098	LPL FINANCIAL SERVICES	2011	first_quarter	RET	Regulatory issues regarding fiduciary duties with respect to investment and retirement security.	HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE	40000		0	2011-04-19T10:52:21.783000-04:00
1084317	SQUIRE PATTON BOGGS 77d52c9a-8f80-469b-80ff-b59b9ad8df22	Q1	SQUIRE PATTON BOGGS	30906	PEACE OFFICERS RESEARCH ASSOCIATION OF CALIFORNIA	2011	first_quarter	RET	pension legislation (H.R. 567/S. 347)	Executive Office of the President (EOP),Federal Communications Commission (FCC),HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),SENATE	20000		0	2011-04-19T11:19:41-04:00
1084376	JULIA J. NORRELL ff2e4cf7-ea00-40da-ada8-a8f0fba2836b	Q1	JULIA J. NORRELL	29436	CHUBB CORPORATION	2011	first_quarter	RET	H.R. 1776 - Pension Preservation and Saving Expenses Act of 2003	HOUSE OF REPRESENTATIVES,SENATE	10000		0	2011-04-19T11:21:02.097000-04:00
1084407	AMERICAN INVESTMENT COUNCIL F/K/A PEGCC c2c9a96c-78e9-4e0d-b017-dd5e5b988bb1	Q1	AMERICAN INVESTMENT COUNCIL F/K/A PEGCC	316536	AMERICAN INVESTMENT COUNCIL F/K/A PEGCC	2011	first_quarter	RET	None.	Federal Reserve System,HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of,White House Office		460000	0	2011-04-19T11:22:15.703000-04:00
1084559	NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION a7710128-d9db-4fb4-aa2e-6370e3cad1e3	Q1	NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION	28674	NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION	2011	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 no introduced bills in this category were focused upon.	Agriculture, Dept of (USDA),Federal Communications Commission (FCC),HOUSE OF REPRESENTATIVES,SENATE,Small Business Administration (SBA)		290000	0	2011-04-19T11:31:21.127000-04:00
1085110	UNIVERSITY OF IOWA ad845130-52b9-4a16-b94e-19411b0e4add	Q1	UNIVERSITY OF IOWA	49191	UNIVERSITY OF IOWA	2011	first_quarter	RET	Retirement issues related to universities' pension plans IRA issues related to philanthropic giving	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),SENATE,State, Dept of (DOS),Transportation, Dept of (DOT)		88684	0	2011-04-19T12:35:12.370000-04:00
1085273	THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY 579521fe-ea45-4994-8f84-4838a96c8461	Q1	THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY	29607	THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY	2011	first_quarter	RET	See attachment. RET First Quarter Report 2011 S. 159/H.R. 63 The Confidence in Long-Term Care Insurance Act of 2011. Issue: Enhanced consumer protections for long-term care insurance policies. H.R. 493 Genetic Information Non-Discrimination Act of 2008. Issue: Underwriting restrictions on long-term care insurance. H.R. 677/S. 267 The Lifetime Income Disclosure Acts. Issue: Annuity Illustration. H.R. 1173 Fiscal Responsibility and Retirement Security Act of 2011. Issue: Repeal of the CLASS Act.	HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of		1000000	0	2011-04-19T12:47:19.620000-04:00
1085288	LOCKE LORD PUBLIC POLICY GROUP LLC 4c815534-d067-4aae-84e9-5213f50bd538	Q1	LOCKE LORD PUBLIC POLICY GROUP LLC	300971	DALLAS POLICE & FIRE PENSION SYSTEMS	2011	first_quarter	RET	Public sector pension legislation	HOUSE OF REPRESENTATIVES,SENATE			0	2011-04-19T12:47:26.107000-04:00
1085345	DAVIS & HARMAN LLP 9c24a36b-bd11-491c-8f22-ff393accd600	Q1	DAVIS & HARMAN LLP	11674	VANGUARD GROUP	2011	first_quarter	RET	Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs, and creation of new qualified retirement plans for small business. Issues related to retirement target date funds. Issues related to tax incentives for retirement savings. Proposal related to stemming leakage from retirement plans through reform of plan loan rules.	HOUSE OF REPRESENTATIVES,SENATE	20000		0	2011-04-19T12:49:48.823000-04:00
1085524	VANGUARD GROUP dc73e449-73e2-468f-b213-b7414ef42209	Q1	VANGUARD GROUP	291058	VANGUARD GROUP	2011	first_quarter	RET	Proposals related to expanding the definition of fiduciary under ERISA Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs, and creation of new qualified retirement plans for small business (see attached addendum page) Proposals related to 401(k) plan loans and rollover loans to IRAs Proposal related to stemming leakage from retirement plans through reform of plan loan rule Issues related to stable value funds in retirement plans Issues related to securities lending in retirement funds Issues related to retirement target date funds Issues related to tax incentives for retirement savings 401(k) fee disclosures, investment advice	Commodity Futures Trading Commission (CFTC),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of		330000	0	2011-04-19T13:12:27.513000-04:00
1085615	DAVIS & HARMAN LLP 1655bb12-58c6-41c7-8833-120c1ba28ee8	Q1	DAVIS & HARMAN LLP	11674	NATIONWIDE INSURANCE COMPANIES	2011	first_quarter	RET	Proposals to expand retirement plan coverage, including proposals to reform the multiple employer plan rules. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business. Issues related to tax incentives for retirement savings.	HOUSE OF REPRESENTATIVES,SENATE	20000		0	2011-04-19T13:25:14.760000-04:00
1085658	BROWNSTEIN HYATT FARBER SCHRECK, LLP eb5c078f-fd96-4cb8-9734-7cbe87bc4e86	Q1	BROWNSTEIN HYATT FARBER SCHRECK, LLP	7257	FMR LLC	2011	first_quarter	RET	H.R.4173-Dodd Frank Wall Street Reform and Consumer Protection Act Implementation Fiduciary duty related issues	HOUSE OF REPRESENTATIVES	50000		0	2011-04-19T13:29:33.823000-04:00
1085831	THE SUSQUEHANNA GROUP 5e075661-b4b5-46a8-9976-c6d632ea2b89	Q1	THE SUSQUEHANNA GROUP	71597	NATIONAL ASSOCIATION OF RSVP PROGRAM DIRECTORS	2011	first_quarter	RET	FY 2011 Labor-HHS-Appropriations	HOUSE OF REPRESENTATIVES,SENATE	10000		0	2011-04-19T13:45:33.820000-04:00
1086205	NATIONAL ASSOCIATION FOR UNIFORMED SERVICES 379cf247-e214-4f80-9c7e-67579bfcd815	Q1	NATIONAL ASSOCIATION FOR UNIFORMED SERVICES	26615	NATIONAL ASSOCIATION FOR UNIFORMED SERVICES	2011	first_quarter	RET	To protect the cost of living adjusted Social Security payments by ensuring that any major changes made would grandfather retirees and those near retirement; to improve the Medicare benefit and provide adequate reimbursement rates to health care professionals; establish a Consumer Price Index for Elderly (CPI-E) to compute cost of living increases for Social Security and other Medicare beneficiaries; phase out the taxation of Social Security Benefits; repeal the government pension offset and windfall elimination provisions; include a Social Security Lockbox.	Defense, Dept of (DOD),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,SENATE,Veterans Affairs, Dept of (VA),White House Office			0	2011-04-19T14:19:57.527000-04:00
1086419	CAPITOL HILL STRATEGIES, LLC 0f1fa404-52b5-4a13-98d5-e5f0f1a33183	Q1	CAPITOL HILL STRATEGIES, LLC	91774	FMR LLC	2011	first_quarter	RET	Issues related to proposed Department of Labor regulations on investment advice.	HOUSE OF REPRESENTATIVES,SENATE	50000		0	2011-04-19T14:41:42.103000-04:00
1086461	NATIONAL ASSOCIATION FOR UNIFORMED SERVICES a7c5157d-d04b-4a10-8dc9-770372ff4c55	1A	NATIONAL ASSOCIATION FOR UNIFORMED SERVICES	26615	NATIONAL ASSOCIATION FOR UNIFORMED SERVICES	2011	first_quarter	RET	To protect the cost of living adjusted Social Security payments by ensuring that any major changes made would grandfather retirees and those near retirement; to improve the Medicare benefit and provide adequate reimbursement rates to health care professionals; establish a Consumer Price Index for Elderly (CPI-E) to compute cost of living increases for Social Security and other Medicare beneficiaries; phase out the taxation of Social Security Benefits; repeal the government pension offset and windfall elimination provisions; include a Social Security Lockbox.	Defense, Dept of (DOD),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,SENATE,Veterans Affairs, Dept of (VA),White House Office		27203	0	2011-04-19T14:44:04.867000-04:00
1086471	CAPITOL HILL STRATEGIES, LLC 171752c7-33dd-460c-8847-6d0e1a4776f0	Q1	CAPITOL HILL STRATEGIES, LLC	91774	INVESTMENT COMPANY INSTITUTE	2011	first_quarter	RET	Issues related to proposed Department of Labor regulations on investment advice.	HOUSE OF REPRESENTATIVES,SENATE	30000		0	2011-04-19T14:45:11.837000-04:00
1086899	FORSCEY, PLLC deb8f935-2a0d-441d-b3d3-b1fc053dea66	Q1	FORSCEY, PLLC	52880	BITUMINOUS COAL OPERATORS ASSOCIATION	2011	first_quarter	RET	Monitor proposed amendments to the Pension Protection Act of 2006 and preceeding proposals to provide PBGC with a risk related premium.	HOUSE OF REPRESENTATIVES,SENATE	40000		0	2011-04-19T15:20:37.147000-04:00
1086936	FORSCEY, PLLC 80a69bc6-1b1c-4c6e-9230-9c6eca01a6c7	Q1	FORSCEY, PLLC	52880	CONSOL ENERGY INC	2011	first_quarter	RET	Monitor proposed amendments to the Pension Protection Act of 2006 and precedent proposals to provide PBGC with a risk related premium.	HOUSE OF REPRESENTATIVES,SENATE	20000		0	2011-04-19T15:23:54.773000-04:00
1087311	AMERICAN ACADEMY OF ACTUARIES 0a237e78-f339-4911-8301-5e470477a7de	Q1	AMERICAN ACADEMY OF ACTUARIES	1318	AMERICAN ACADEMY OF ACTUARIES	2011	first_quarter	RET	Regulation of hybrid retirement plans; public pension plans; and S. 267 Lifetime Income Disclosure Act.	Centers For Medicare and Medicaid Services (CMS),Congressional Budget Office (CBO),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),SENATE,Treasury, Dept of		20000	0	2011-04-19T15:50:32.053000-04:00
1087592	RETIRESAFE 5331ac0b-5246-4de2-b1cc-cea1137eec30	Q1	RETIRESAFE	11025	RETIRESAFE	2011	first_quarter	RET	Support H.R. 1086, the CPI for Seniors Act Support the Social Security and Medicare Protection Act (now H.R. 1630)	Centers For Medicare and Medicaid Services (CMS),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,SENATE		68922	0	2011-04-19T16:17:36.350000-04:00
1087668	TREA SENIOR CITIZENS LEAGUE cf552952-bcba-41a4-8a21-8ff656791152	Q1	TREA SENIOR CITIZENS LEAGUE	38426	TREA SENIOR CITIZENS LEAGUE	2011	first_quarter	RET	Social Security Notch Reform: H.R. 1001 and H.R. 239 and S. 118, Consumer Price Index for the Elderly (CPI-E) and Social Security COLA Fairness: H.R. 456 and H.R. 798 and H.R. 776, Anti U.S. Mexico-Totalization/No Social Security for Unauthorized work: H.R. 787 and H.R. 148 and S. 95 and S. 181, Social Security Protection: H.R. 1052 and H.R. 219 and S. 123, Congressional Pay Cut: H.R. 204	HOUSE OF REPRESENTATIVES,SENATE		40000	0	2011-04-19T16:24:07.740000-04:00
1087678	THE COUNCIL OF INSURANCE AGENTS AND BROKERS 15683dfb-2094-4389-9b2a-51e5574dc63d	Q1	THE COUNCIL OF INSURANCE AGENTS AND BROKERS	11093	COUNCIL OF INSURANCE AGENTS AND BROKERS	2011	first_quarter	RET	Issues related to pensions and employee benefits.	Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),SENATE,Treasury, Dept of		210000	0	2011-04-19T16:25:12.083000-04:00
1088312	COVINGTON & BURLING LLP 3a79e50a-19f6-4528-8eaf-31a4acbab499	Q1	COVINGTON & BURLING LLP	11195	NATIONAL FOOTBALL LEAGUE	2011	first_quarter	RET	Disability and Retirement Benefits	HOUSE OF REPRESENTATIVES,SENATE	170000		0	2011-04-19T17:16:10.547000-04:00
1088329	THE DUBERSTEIN GROUP INC. 0043ede8-2b9d-45e0-ac91-f44f16e464c9	Q1	THE DUBERSTEIN GROUP INC.	12675	SUPERVALU	2011	first_quarter	RET	Prospects for pension reform - Proposed legislation re this issue.	HOUSE OF REPRESENTATIVES,SENATE,White House Office	100000		0	2011-04-19T17:17:18.577000-04:00
1088443	WEBSTER, CHAMBERLAIN & BEAN, LLP 5c4bc36c-115b-44c1-928a-cbbc8b162500	Q1	WEBSTER, CHAMBERLAIN & BEAN, LLP	40830	NATIONAL ORGANIZATION OF SOCIAL SECURITY CLAIMANTS' REPRESENTATIVES	2011	first_quarter	RET	Social Security issues	HOUSE OF REPRESENTATIVES,SENATE	20000		0	2011-04-19T17:35:19.873000-04:00
1088813	THE RABEN GROUP 17889a7b-99fb-4d69-9602-1b118caa7e73	Q1	THE RABEN GROUP	61458	ARIEL INVESTMENTS	2011	first_quarter	RET	Lobbied House, Senate and the Administration on the issue of racial and gender disparities in retirement security.	HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Office of Personnel Management (OPM),SENATE,Treasury, Dept of,White House Office	20000		0	2011-04-19T18:26:24.293000-04:00
1089495	CHRISTOPHER HEINZ 6ffd3550-50df-45c0-bc0d-f96635003982	Q1	CHRISTOPHER HEINZ	318298	RETIREMENT SECURITY GROUP	2011	first_quarter	RET	Issues concerning multi-employer pension plans	HOUSE OF REPRESENTATIVES,SENATE	50000		0	2011-04-19T22:00:08.210000-04:00
1089508	CHRISTOPHER HEINZ 2176a4a3-c5db-41cd-a8fd-7c70bf6cd453	Q1	CHRISTOPHER HEINZ	318298	UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA	2011	first_quarter	RET	Issues concerning multi-employer pension plans	Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE	40000		0	2011-04-19T22:18:15.900000-04:00
1090191	THE DOW CHEMICAL COMPANY, DBA DOW fa4b37cd-9f70-42ed-ad40-5b16e9d1d04b	Q1	THE DOW CHEMICAL COMPANY, DBA DOW	12527	DOW CHEMICAL COMPANY DBA DOW	2011	first_quarter	RET	Hybrid pension design reform and guidance	Commerce, Dept of (DOC),Environmental Protection Agency (EPA),Food & Drug Administration (FDA),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,SENATE,State, Dept of (DOS),Treasury, Dept of,U.S. Trade Representative (USTR),White House Office		2185000	0	2011-04-20T08:03:42.827000-04:00
1090281	CHAMBER OF COMMERCE OF THE U.S.A. 2b7d8cb3-b2f7-42ec-ad50-6cbd5bd0c3ff	Q1	CHAMBER OF COMMERCE OF THE U.S.A.	38756	CHAMBER OF COMMERCE OF THE U.S.A.	2011	first_quarter	RET	P.L. 111-203, including provisions related to the exclusion of pension plans from the authority of the Consumer Financial Protection Agency and also derivatives rules and legislation (111th Congress) H.R. 567, Public Employee Pension Transparency Act S. 267, Lifetime Income Disclosure Act Various issues regarding P.L. 109-280, Pension Protection Act of 2006- Reform of funding rules for employer-provided retirement plans and amendments to the Employee Retirement Income Security Act of 1974, including provisions related to cash balance plans and notice requirements General issues including: pension and retirement, healthcare, tax, financial services, multiemployer plan accounting, ERISA, and PBGC premiums (specific legislation not yet introduced) Various issues regarding relief for single-employer, multiemployer, and multiple-employer pension funds (specific legislation not yet introduced)	Agriculture, Dept of (USDA),Bureau of Citizenship & Immigration Services (BCIS),Commerce, Dept of (DOC),Commodity Futures Trading Commission (CFTC),Council on Environmental Quality (CEQ),Defense, Dept of (DOD),Education, Dept of,Energy, Dept of,Environmental Protection Agency (EPA),Equal Employment Opportunity Commission (EEOC),Executive Office of the President (EOP),Federal Aviation Administration (FAA),Federal Communications Commission (FCC),Federal Reserve System,Federal Trade Commission (FTC),Food & Drug Administration (FDA),General Services Administration (GSA),Government Accountability Office (GAO),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 Economic Council (NEC),Natl Institute of Standards & Technology (NIST),Natl Labor Relations Board (NLRB),Natl Mediation Board,Natl Security Council (NSC),Office of Management & Budget (OMB),Patent & Trademark Office (PTO),Pension Benefit Guaranty Corporation (PBGC),Securities & Exchange Commission (SEC),SENATE,Small Business Administration (SBA),State, Dept of (DOS),Transportation, Dept of (DOT),Treasury, Dept of,U.S. Copyright Office,U.S. Trade Representative (USTR),White House Office		10890000	0	2011-04-20T08:34:55.530000-04:00
1090497	COALITION FOR INDEPENDENT SENIORS, INC. 784eadcd-02d1-402a-98ef-8d56a182fd43	Q1	COALITION FOR INDEPENDENT SENIORS, INC.	400617871	COALITION FOR INDEPENDENT SENIORS, INC.	2011	first_quarter	RET	Issues related to the Home Equity Conversion Mortgage Program (HECM) at the Department of Housing and Urban Development, and issues related to public policies that allow seniors to control their assets and remain economically independent.	HOUSE OF REPRESENTATIVES,SENATE		90000	0	2011-04-20T09:05:30.077000-04:00
1090555	VENABLE LLP ce805156-257c-49c5-9994-aed40a7b5bc9	Q1	VENABLE LLP	39941	HOSPITAL FOR SPECIAL SURGERY	2011	first_quarter	RET	Monitoring congressional activity related to pensions and the Pension Protection Act	HOUSE OF REPRESENTATIVES,SENATE	40000		0	2011-04-20T09:12:57.013000-04:00
1090589	AMERICAN BENEFITS COUNCIL 906c75ee-6189-4fae-8867-655fee3c024c	Q1	AMERICAN BENEFITS COUNCIL	4675	AMERICAN BENEFITS COUNCIL	2011	first_quarter	RET	House Comprehensive 1099 Taxpayer Protection and Repayment of Exchange Subsidy Overpayments Act of 2011 H.R. 4 Comprehensive 1099 Taxpayer Protection and Repayment of Exchange Subsidy Overpayments Act of 2011 H.R. 705 Lifetime Income Disclosure Act H.R. 677 Burdensome Data Collection Relief Act H.R. 1062 Fiscal Responsibility and Retirement Security Act of 2011 (To repeal the CLASS Program) H.R. 1173 National Commission on Fiscal Responsibility and Reform implications for benefits Fiscal Year 2012 Budget Proposal budgetary impacts of health and retirement entitlement programs; PBGC insurance, premium issues Financial Services Reform implementation of Dodd-Frank Wall Street Reform and Consumer Protection Act - Restoring American Financial Stability Act of 2010 H.R. 4173, Public Law No: 111-203 Health Care Reform regulatory implementation and compliance issues from the Patient Protection and Affordable Care Act (PPACA) Public Law No: 111-148 & the Health Care and Education Reconciliation Act of 2010 (HCERA) Public Law 111-152 Pension Funding - additional funding relief and technical corrections for defined benefit pension plans, single and multiemployer plans, nonqualified deferred compensation conditions, PBGC calculation of deficit, proposed premium increase for plan sponsors, premium submission issues Retirement Security nonqualified deferred compensation, executive compensation, defined contribution plan issues, 401 (k) plans: design and operation, automatic IRAs, definition of fiduciary, investment advice, investment selection (target date funds), the Savers Credit, retirement savings plans for small businesses, lifetime income issues, nondiscrimination rules for retirement plans, alternative pension investments, accounting transparency for pensions, plan loans, tax expenditures for retirement plans, phased retirement, long-term disability policies (LTDs) Senate Lifetime Income Disclosure Act S. 267 Repeal the CLASS Entitlement Act S. 720 National Commission on Fiscal Responsibility and Ref…	Centers For Medicare and Medicaid Services (CMS),Commodity Futures Trading Commission (CFTC),Government Accountability Office (GAO),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of,White House Office		235296	0	2011-04-20T09:19:12.903000-04:00
1090696	VAN HEUVELEN STRATEGIES, LLC 307f8784-73b3-40a4-9698-31eadb2c125b	Q1	VAN HEUVELEN STRATEGIES, LLC	321874	GENWORTH FINANCIAL INC	2011	first_quarter	RET	Long term health care, tax reform, taxation of life insurance companies, mortgage insurance and housing.	HOUSE OF REPRESENTATIVES,SENATE	60000		0	2011-04-20T09:29:59.823000-04:00
1090706	WILLIAMS AND JENSEN, PLLC 7a4320df-f6cf-4250-844f-8f56dfb3d258	Q1	WILLIAMS AND JENSEN, PLLC	41454	AMERICAN ASSOCIATION OF RETIRED PERSONS	2011	first_quarter	RET	Issues pertaining to older Americans including age discrimination legislation and the report of the Deficit Commission	HOUSE OF REPRESENTATIVES,SENATE	60000		0	2011-04-20T09:31:06.637000-04:00
1090843	INVESTMENT COMPANY INSTITUTE cb8e54f1-276f-43bb-8e95-d9475058a213	Q1	INVESTMENT COMPANY INSTITUTE	20128	INVESTMENT COMPANY INSTITUTE	2011	first_quarter	RET	S. 267 Lifetime Income Disclosure Act H.R. 677 Lifetime Income Disclosure Act DOL Fiduciary Definition Target Date Funds 401(k) Fee Disclosure Securities Lending in Retirement Plans	HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE		1247644	0	2011-04-20T09:39:11.653000-04:00
1090900	INTERNATIONAL UNION OF BRICKLAYERS & ALLIED CRAFTWORKERS d424ad0b-f7bc-4893-b1e1-6a2b67341963	Q1	INTERNATIONAL UNION OF BRICKLAYERS & ALLIED CRAFTWORKERS	20072	INTERNATIONAL UNION OF BRICKLAYERS & ALLIED CRAFTWORKERS	2011	first_quarter	RET	Oppose increasing the retirement age to age 70 for receiving Social Security benefits.	HOUSE OF REPRESENTATIVES,SENATE		30000	0	2011-04-20T09:43:36.747000-04:00
1090988	UNITED AUTOMOBILE, AEROSPACE & AGRICULTURAL IMPLEMENT WORKERS 11e3b540-73f5-43ea-a4e1-97d49fd9cd82	Q1	UNITED AUTOMOBILE, AEROSPACE & AGRICULTURAL IMPLEMENT WORKERS	39052	UNITED AUTOMOBILE AEROSPACE & AGRICULTURAL IMPLEMENT WORKERS	2011	first_quarter	RET	Pension Funding legislation; PBGC issues.	Council on Environmental Quality (CEQ),Energy, Dept of,Environmental Protection Agency (EPA),Executive Office of the President (EOP),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Housing & Urban Development, Dept of (HUD),Labor, Dept of (DOL),Natl Economic Council (NEC),Natl Highway Traffic Safety Administration (NHTSA),Occupational Safety & Health Administration (OSHA),Office of Management & Budget (OMB),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of,U.S. Trade Representative (USTR),White House Office		410000	0	2011-04-20T09:48:13.200000-04:00
1091098	DAVIS & HARMAN LLP db0cae52-cde6-4b36-8b99-63f5fdd61248	Q1	DAVIS & HARMAN LLP	11674	BUSINESS ROUNDTABLE	2011	first_quarter	RET	Proposals relating to defined benefit plan funding and treatment of hybrid plans. Proposals relating to the treatment of employer-provided employee benefit plans. Proposals related to defined contribution plan fees and fee disclosure practices. Proposals related to increased PBGC premiums, including those contained in the FY 2012 Obama Administration Budget.	HOUSE OF REPRESENTATIVES,SENATE	30000		0	2011-04-20T09:56:05.107000-04:00
1091175	ARNOLD & PORTER KAYE SCHOLER LLP 6e3c56ce-351b-4951-a6d4-80cc460bd766	Q1	ARNOLD & PORTER KAYE SCHOLER LLP	4301	ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS	2011	first_quarter	RET	Issues related to teacher retirement.	HOUSE OF REPRESENTATIVES,SENATE	10000		0	2011-04-20T10:00:35.293000-04:00
1091182	VENABLE LLP deda1ddd-0d32-4f19-8889-a8688216b6b8	Q1	VENABLE LLP	39941	ASSOCIATION OF FOOD AND DAIRY RETAILERS, WHOLESALERS AND MANUFACTURERS	2011	first_quarter	RET	Legislation that would impact funding rules applicable to multiemployer pension plans.	HOUSE OF REPRESENTATIVES,SENATE	40000		0	2011-04-20T10:01:40.213000-04:00
1091364	WINNING STRATEGIES WASHINGTON 6f36f7dc-14ba-44ec-bf70-d479160d7146	Q1	WINNING STRATEGIES WASHINGTON	50796	PRUDENTIAL	2011	first_quarter	RET	Financial Services reform, and retirement and tax issues.	HOUSE OF REPRESENTATIVES,SENATE	20000		0	2011-04-20T10:16:11.057000-04:00
1091465	SERVICE EMPLOYEES INTERNATIONAL UNION CTW-CLC e825c17f-7d84-4066-8bd5-8a94d8c4fabd	Q1	SERVICE EMPLOYEES INTERNATIONAL UNION CTW-CLC	34887	SERVICE EMPLOYEES INTERNATIONAL UNION CTW-CLC	2011	first_quarter	RET	Retirement/Pensions	HOUSE OF REPRESENTATIVES,SENATE		345289	0	2011-04-20T10:22:04.713000-04:00
1091502	AMERICAN FEDERATION OF STATE, COUNTY AND MUNICIPAL EMPLOYEES b93d8b25-a569-42fa-8111-20b876d1c61f	Q1	AMERICAN FEDERATION OF STATE, COUNTY AND MUNICIPAL EMPLOYEES	2321	AMERICAN FEDERATION OF STATE COUNTY AND MUNICIPAL EMPLOYEES	2011	first_quarter	RET	S 347, HR 567 -Public Employee Pension Transparency Act (PEPTA) HRes 23 - Public Pensions Social Security Reform	Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,SENATE,Vice President of the U.S.,White House Office		670000	0	2011-04-20T10:23:10.697000-04:00
1091575	COLLEGE AND UNIVERSITY PROFESSIONAL ASSOCIATION FOR HUMAN RESOURCES e30fa79c-85b3-481f-8ee4-c272ac875f41	Q1	COLLEGE AND UNIVERSITY PROFESSIONAL ASSOCIATION FOR HUMAN RESOURCES	40015118	COLLEGE AND UNIVERSITY PROFESSIONAL ASSOCIATION FOR HUMAN RESOURCES	2011	first_quarter	RET	Oppose changes to ERISA and mandating retiree health benefits; support follow up temporary provisions to help employers responsibly address the financial crisis impacting pension funds; support maintaining and strengthening the voluntary, flexible employer-provided retirement system.	Equal Employment Opportunity Commission (EEOC),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Natl Labor Relations Board (NLRB),SENATE,Small Business Administration (SBA),White House Office		50000	0	2011-04-20T10:26:37.307000-04:00
1091678	NATIONAL TAXPAYERS UNION 91fd07a2-c7d4-4928-8235-8d917ba19fd2	Q1	NATIONAL TAXPAYERS UNION	28663	NATIONAL TAXPAYERS UNION	2011	first_quarter	RET	Public Employee Pension Transparecy Act Social Security meeting	Defense, Dept of (DOD),Federal Reserve System,HOUSE OF REPRESENTATIVES,SENATE,State, Dept of (DOS),Treasury, Dept of		39547	0	2011-04-20T10:31:16.417000-04:00
1091803	COVINGTON & BURLING LLP 150cd7ec-a03d-461b-9737-0019b6d06d06	Q1	COVINGTON & BURLING LLP	11195	JOHN HANCOCK LIFE INSURANCE COMPANY (USA) (FKA JOHN HANCOCK FIN. SERVICES, INC.)	2011	first_quarter	RET	Retirement plan fee disclosure; fiduciary definition	HOUSE OF REPRESENTATIVES,SENATE	80000		0	2011-04-20T10:37:05.213000-04:00
1091824	PRUDENTIAL FINANCIAL, INC. 906aacbc-9d3a-4c4d-ace9-0bd513091802	Q1	PRUDENTIAL FINANCIAL, INC.	32338	PRUDENTIAL FINANCIAL INC	2011	first_quarter	RET	H.R. 677 - Lifetime Income Disclosure Act, all provisions Issues relating to Automatic IRA Issues relating to Small Businesses Add Value for Employees (SAVE) Act S. 267 - Lifetime Income Disclosure Act, all provisions Issues relating to Proposed DOL Fiduciary Regulations Issues relating to Guaranteed Lifetime Income	HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of,U.S. Trade Representative (USTR)		1820000	0	2011-04-20T10:38:12.650000-04:00
1091882	CASSIDY & ASSOCIATES, INC. 23e31707-48b1-4fbe-9166-f7500806e3e3	Q1	CASSIDY & ASSOCIATES, INC.	8453	DELTA PILOTS PENSION PRESERVATION ORGANIZATION, INC.	2011	first_quarter	RET	IRC & ERISA provisions; PBGC asset allocations and benefits payable.	HOUSE OF REPRESENTATIVES,SENATE	20000		0	2011-04-20T10:42:44.087000-04:00
1091965	WILLIAMS AND JENSEN, PLLC e02b600c-1f34-444d-a2ff-f3bb3e43473c	Q1	WILLIAMS AND JENSEN, PLLC	41454	TRANSAMERICA COMPANIES (FORMLY AEGON)	2011	first_quarter	RET	Legislation impacting retirement plans	HOUSE OF REPRESENTATIVES,SENATE	70000		0	2011-04-20T10:46:12.977000-04:00

Advanced export

JSON shape: default, array, newline-delimited, object

CREATE TABLE lobbying_activities (
            id INTEGER PRIMARY KEY,
            filing_uuid TEXT NOT NULL,
            filing_type TEXT NOT NULL,
            registrant_name TEXT NOT NULL,
            registrant_id INTEGER,
            client_name TEXT NOT NULL,
            filing_year INTEGER NOT NULL,
            filing_period TEXT NOT NULL,
            issue_code TEXT,
            specific_issues TEXT,
            government_entities TEXT,
            income_amount INTEGER,
            expense_amount INTEGER,
            is_no_activity INTEGER DEFAULT 0,
            is_termination INTEGER DEFAULT 0,
            received_date TEXT,
            CONSTRAINT fk_activity_filing FOREIGN KEY (filing_uuid)
                REFERENCES lobbying_filings_raw(filing_uuid)
        );
CREATE INDEX idx_act_client_name ON lobbying_activities(client_name COLLATE NOCASE);
CREATE INDEX idx_act_issue_code ON lobbying_activities(issue_code);
CREATE INDEX idx_act_filing_year ON lobbying_activities(filing_year);
CREATE INDEX idx_act_filing_uuid ON lobbying_activities(filing_uuid);