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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

994 rows where filing_year = 2015 and issue_code = "RET" sorted by filing_year descending

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filing_period 4

  • fourth_quarter 259
  • third_quarter 249
  • second_quarter 248
  • first_quarter 238

issue_code 1

  • RET · 994 ✖

filing_year 1

  • 2015 · 994 ✖
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
1655858 NATIONAL LEAGUE OF POSTMASTERS 8e96236d-2e70-46cf-bdbc-3b45b22897a5 Q1 NATIONAL LEAGUE OF POSTMASTERS 69297 NATIONAL LEAGUE OF POSTMASTERS 2015 first_quarter RET Federal Retirement and other general benefit issues. HOUSE OF REPRESENTATIVES,Postal Regulatory Commission,SENATE,U.S. Postal Service (USPS)   20000 0 0 2015-04-02T11:38:28-04:00
1655869 NATIONAL CONFERENCE ON PUBLIC EMPLOYEE RETIREMENT SYSTEMS 0fc461bd-c9d3-48ac-b0aa-a4eb5a85f2a6 Q1 NATIONAL CONFERENCE ON PUBLIC EMPLOYEE RETIREMENT SYSTEMS 286291 NATIONAL CONFERENCE ON PUBLIC EMPLOYEE RETIREMENT SYSTEMS 2015 first_quarter RET Public pensions and Secure Choice Pensions HOUSE OF REPRESENTATIVES,SENATE   15000 0 0 2015-04-02T12:07:15.520000-04:00
1655995 INTERNATIONAL UNION OF POLICE ASSOCIATIONS, AFL-CIO ea261506-359d-410e-b608-15554eef5bee Q1 INTERNATIONAL UNION OF POLICE ASSOCIATIONS, AFL-CIO 50400 INTERNATIONAL UNION OF POLICE ASSOCIATIONS AFL-CIO 2015 first_quarter RET HR711 HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),SENATE   20000 0 0 2015-04-03T11:26:40.917000-04:00
1656130 MR. MARK REY 1e0e092c-2c6d-4275-8b63-4ae7a9e8f78c Q1 MR. MARK REY 400454181 NATIONAL OLDER WORKERS CAREER CENTER 2015 first_quarter RET Assisting retired federal workers secure new employment opportunities HOUSE OF REPRESENTATIVES,Interior, Dept of (DOI),SENATE,U.S. Forest Service     0 0 2015-04-03T16:19:35.447000-04:00
1656872 FLEET RESERVE ASSOCIATION 39fa3bb9-049e-48c5-ab46-2f3d3a8b04f7 Q1 FLEET RESERVE ASSOCIATION 14781 FLEET RESERVE ASSOCIATION 2015 first_quarter RET HR 454: Military Retiree Survivor Comfort Act , HR 22: Retired Pay Restoration, HR 303: Concurrent Receipt, S 271: Concurrent Receipt, and HC 333: Disabled Veterans Tax Termination Act. HOUSE OF REPRESENTATIVES,SENATE   140000 0 0 2015-04-07T15:41:31.873000-04:00
1657318 CASSIDY & ASSOCIATES, INC. d133eeda-98c6-4d55-8c8a-f71d20bdb331 Q1 CASSIDY & ASSOCIATES, INC. 8453 SOCIETY OF ACTUARIES 2015 first_quarter RET General legislative issues related to actuarial profession HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of 20000   0 0 2015-04-08T13:35:28.170000-04:00
1657483 RICH FEUER ANDERSON da6e3aaf-3e4f-4d2c-a70b-16ff58dc036e Q1 RICH FEUER ANDERSON 84775 LPL FINANCIAL CORPORATION 2015 first_quarter RET Definition of "fiduciary" under ERISA and application to brokers. Tax incentives for retirement savings. HOUSE OF REPRESENTATIVES,SENATE 30000   0 0 2015-04-08T18:21:37.357000-04:00
1658000 RICH FEUER ANDERSON d7ed1869-f2fc-4fb7-a24c-ff380ea81003 Q1 RICH FEUER ANDERSON 84775 STATE STREET BANK AND TRUST COMPANY 2015 first_quarter RET Retirement savings issues, including H.R. 557, the "Retirement Security Act of 2015," and S. 266, the "Retirement Security Act of 2015." HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of 50000   0 0 2015-04-09T16:12:48.197000-04:00
1658102 FORD & HUFF LC f6eaa501-886a-4726-a3d1-10f1df94a7a9 Q1 FORD & HUFF LC 401027900 NATIONAL LEAGUE OF POSTMASTERS 2015 first_quarter RET Federal Retirement and other general benefit issues. HOUSE OF REPRESENTATIVES,SENATE 10000   0 0 2015-04-09T17:35:54.770000-04:00
1658491 NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC. 2d39d762-c297-455e-bd6d-851309d8fc17 Q1 NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC. 26980 NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC. 2015 first_quarter RET Social Security Fairness Act; Equal Treatment for Public Servants Act HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),SENATE   40000 0 0 2015-04-10T14:00:39.537000-04:00
1658535 VENABLE LLP b1e3abb3-57e4-41c4-9c08-349ab024fde0 Q1 VENABLE LLP 39941 ASSOCIATION OF FOOD AND DAIRY RETAILERS, WHOLESALERS AND MANUFACTURERS 2015 first_quarter RET Provisions in the Multiemployer Pension Reform Act of 2014 included in H. R. 83, the Consolidated and Further Continuing Appropriations Act, 2015. HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of 100000   0 0 2015-04-10T14:35:13.687000-04:00
1658934 FORSCEY, PLLC 7f97af39-4c47-405d-a5e7-f83a22716752 Q1 FORSCEY, PLLC 52880 WRITERS GUILD OF AMERICA, WEST 2015 first_quarter RET Monitor proposed amendments to and implementation of the Multi-Employer Pension Reform Act of 2014. Federal Communications Commission (FCC),HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),SENATE 30000   0 0 2015-04-13T09:18:38.873000-04:00
1659053 AARP ec5d127b-bed3-4e41-a65d-8ee0300947ad 1A AARP 1694 AARP 2015 first_quarter RET Discussed potential DOL and SEC fiduciary duty rules. (no bill) Discussed industry user fees as a method to fund the periodic examination of registered investment advisors. (no bill) Lobbied in favor of the DOL moving forward with a rulemaking to eliminate conflicts of interest in financial advice provided to individulas saving for their retirment in an ERISA plan. (no bill) Lobbied in favor of the Administration supporting state-based retirement savings solutions. (no bill) Sent letter to Members of Congress on the Social Security rules change in the House Budget Resolution. (no bill) Sent letters to House Ways and Means and Senate Budget committees on SSDI reallocation. (no bill) Met with Senate staff on Social Security, SSDI and retirement security issues, multiemployer pension issues, fiduciary duty issues and retirement fees. S. 245, Automatic IRA Act of 2015 - Met with Senate staff on the Automatic IRA Act of 2015. Met with House staff on SSDI and SSDI related budget issues, multiemployer pensions, and retirement issues. (no bill) Met with Treasury Department staff on MyRA. (no bill) Met with PBGC staff on multiemployer pensions and other retirement plan issues. (no bill) Met with Treasury, DOL, and PBGC staff on multiemployer pensions. (no bill) Discussed state retirement issues with DOL staff. (no bill) Met with SSA staff about Social Security Administration issues. (no bill) Met with PBGC Participant Advocate about retirement issues. (no bill) S.Con.Res.11/H.Con.Res.27, Budget Resolution, FY2016 - Lobbied to prevent inclusion of any Social Security, Medicare and Medicaid cuts. Lobbied to enhance SSA program integrity funding without compromising SSA service delivery for all earned benefits. (no bill) Discussed measures to increase pension coverage and improve retirement savings. (no bill) Centers For Medicare and Medicaid Services (CMS),Equal Employment Opportunity Commission (EEOC),Executive Office of the President (EOP),Federal Communications Commission (FCC),Federal Transit Administration (FTA),Food & Drug Administration (FDA),Government Accountability Office (GAO),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Office of Management & Budget (OMB),Securities & Exchange Commission (SEC),SENATE,Social Security Administration (SSA),Transportation, Dept of (DOT),Treasury, Dept of,U.S. Trade Representative (USTR),Veterans Affairs, Dept of (VA),White House Office   1860000 0 0 2015-04-13T10:45:53.880000-04:00
1659445 VENN STRATEGIES 991d92f1-3de6-4a07-a645-026cd1153e0c 1T VENN STRATEGIES 65191 HERFF JONES, INC. 2015 first_quarter RET ESOPs HOUSE OF REPRESENTATIVES,SENATE 50000   0 1 2015-04-13T14:57:11.827000-04:00
1659637 AARP 5cfe5fae-7aaf-4ebf-a4dc-6ed32e448952 Q1 AARP 1694 AARP 2015 first_quarter RET Discussed potential DOL and SEC fiduciary duty rules. (no bill) Discussed industry user fees as a method to fund the periodic examination of registered investment advisors. (no bill) Lobbied in favor of the DOL moving forward with a rulemaking to eliminate conflicts of interest in financial advice provided to individulas saving for their retirment in an ERISA plan. (no bill) Lobbied in favor of the Administration supporting state-based retirement savings solutions. (no bill) Sent letter to Members of Congress on the Social Security rules change in the House Budget Resolution. (no bill) Sent letters to House Ways and Means and Senate Budget committees on SSDI reallocation. (no bill) Met with Senate staff on Social Security, SSDI and retirement security issues, multiemployer pension issues, fiduciary duty issues and retirement fees. S. 245, Automatic IRA Act of 2015 - Met with Senate staff on the Automatic IRA Act of 2015. Met with House staff on SSDI and SSDI related budget issues, multiemployer pensions, and retirement issues. (no bill) Met with Treasury Department staff on MyRA. (no bill) Met with PBGC staff on multiemployer pensions and other retirement plan issues. (no bill) Met with Treasury, DOL, and PBGC staff on multiemployer pensions. (no bill) Discussed state retirement issues with DOL staff. (no bill) Met with SSA staff about Social Security Administration issues. (no bill) Met with PBGC Participant Advocate about retirement issues. (no bill) S.Con.Res.11/H.Con.Res.27, Budget Resolution, FY2016 - Lobbied to prevent inclusion of any Social Security, Medicare and Medicaid cuts. Lobbied to enhance SSA program integrity funding without compromising SSA service delivery for all earned benefits. (no bill) Discussed measures to increase pension coverage and improve retirement savings. (no bill) Centers For Medicare and Medicaid Services (CMS),Equal Employment Opportunity Commission (EEOC),Executive Office of the President (EOP),Federal Communications Commission (FCC),Federal Transit Administration (FTA),Food & Drug Administration (FDA),Government Accountability Office (GAO),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Office of Management & Budget (OMB),Securities & Exchange Commission (SEC),SENATE,Social Security Administration (SSA),Transportation, Dept of (DOT),Treasury, Dept of,U.S. Trade Representative (USTR),Veterans Affairs, Dept of (VA),White House Office   1860000 0 0 2015-04-13T16:21:22.383000-04:00
1659711 PRINTING INDUSTRIES OF AMERICA, INC. afe08055-af87-4842-9fd3-2ea1471de9ca Q1 PRINTING INDUSTRIES OF AMERICA, INC. 32203 PRINTING INDUSTRIES OF AMERICA INC 2015 first_quarter RET Pension Reform Environmental Protection Agency (EPA),Food & Drug Administration (FDA),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Natl Labor Relations Board (NLRB),Occupational Safety & Health Administration (OSHA),SENATE,U.S. Postal Service (USPS)   90000 0 0 2015-04-13T16:46:42.477000-04:00
1659761 WINGS GLOBAL PARTNERS L,L,C. 87337149-8bd7-4eaf-a4bd-26c845c594da 1T WINGS GLOBAL PARTNERS L,L,C. 401103277 THE LIVINGSTON GROUP ON BEHALF OF US AIRLINE PILOTS ASSOCIATION 2015 first_quarter RET pilot Pension issue Council of Economic Advisers (CEA),HOUSE OF REPRESENTATIVES,Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of,White House Office 30000   0 1 2015-04-13T17:24:11.073000-04:00
1659929 TREA SENIOR CITIZENS LEAGUE a1b8ee28-104c-48d4-92d5-4b67a444b9c4 Q1 TREA SENIOR CITIZENS LEAGUE 38426 TREA SENIOR CITIZENS LEAGUE 2015 first_quarter RET Social Security Notch Reform: H.R. 314 and S. 99, Social Security Protection: H.R. 111 and S. 20, Social Security Reform: H.R. 973 and H.R. 1391 and S. 731. HOUSE OF REPRESENTATIVES,SENATE   34846 0 0 2015-04-14T08:43:01.547000-04:00
1659996 WILLIAMS AND JENSEN, PLLC 7a1be4c8-b9af-4f35-aa55-5af71b9c92ae Q1 WILLIAMS AND JENSEN, PLLC 41454 AMERICAN EQUITY INVESTMENT LIFE HOLDING COMPANY 2015 first_quarter RET Benefit distribution in the form of annuities. HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of 30000   0 0 2015-04-14T09:35:47.173000-04:00
1660090 WILLIAMS AND JENSEN, PLLC b4369174-e247-4122-b1e8-69245f7bdbf9 Q1 WILLIAMS AND JENSEN, PLLC 41454 NATIONAL ASSN OF STATE TREASURERS (NAST) 2015 first_quarter RET Pension issues affecting municipal bonds. HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of,White House Office 50000   0 0 2015-04-14T10:38:51.633000-04:00
1660176 AZOA SERVICES CORP(ALLIANZ OF AMERICA) FORMERLY AZOA SERIVCES CORP/FIREMAN'S FUND(ALLIANZ OF AMERICA 76cef090-f1f5-4860-89a6-af669a1c88f9 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 2015 first_quarter RET 401(k) Disclosure: Track Department of Labor rulemaking regarding 401 (k) fee disclosure. Argue against possible changes to the tax treatment of life insurance products. Commodity Futures Trading Commission (CFTC),HOUSE OF REPRESENTATIVES,Risk Management Agency,Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of   590000 0 0 2015-04-14T11:07:37.317000-04:00
1660221 WILLIAMS AND JENSEN, PLLC f26a3fd9-1f51-41a2-aae9-7a120ac2c562 Q1 WILLIAMS AND JENSEN, PLLC 41454 TRANSAMERICA COMPANIES (FORMLY AEGON) 2015 first_quarter RET Legislation impacting retirement plans. HOUSE OF REPRESENTATIVES,SENATE 170000   0 0 2015-04-14T11:22:55.503000-04:00
1660319 NATIONAL ASSOCIATION FOR UNIFORMED SERVICES deb82d74-8451-4fbd-937d-f353fecb4732 Q1 NATIONAL ASSOCIATION FOR UNIFORMED SERVICES 26615 NATIONAL ASSOCIATION FOR UNIFORMED SERVICES 2015 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),HOUSE OF REPRESENTATIVES,SENATE,Veterans Affairs, Dept of (VA),White House Office   24493 0 0 2015-04-14T11:53:39.450000-04:00
1660331 ATLAS ADVOCACY 73c8dfa3-da47-43ef-a6cf-0ab35369690c Q1 ATLAS ADVOCACY 401100069 UNITED MINE WORKERS OF AMERICA 2015 first_quarter RET UMWA pension issues pertaining to the the Coal Industry Retiree Health Benefit Act of 1992 (Coal Act). HOUSE OF REPRESENTATIVES,SENATE 30000   0 0 2015-04-14T12:07:48.170000-04:00
1660498 NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE 25afe82d-d7a7-44ac-a7c1-550b22225914 Q1 NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE 27467 NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE 2015 first_quarter RET Department of Labor (DOL) Retirement Advisor Fiduciary Rule. (No bill.) Proposed DOL rule to protect Americans from conflicts of interest when brokers and other financial advisors provide retirement advice. Social Security Disability Insurance. H.Res. 5, Adopting Rules for the 114th Congress: provision (Section 3, Subsection (q)) creating a point of order against legislation to reallocate funds from the Social Security Old Age and Survivors Insurance (OASI) Trust Fund to the Disability Insurance Trust Fund unless it is accompanied by benefit cuts or tax increases that improve the solvency of the combined trust funds. The Older Americans Act. S. 192, Older Americans Act Reauthorization Act of 2015: proposals related to the reauthorization of the Older Americans Act. Social Security Commission. H.R. 1578, Social Security Commission Act of 2015: proposal to establish a commission on Social Securitys long-term solvency and to require the proposed commission to make recommendations for achieving solvency of the Social Security trust funds for 75 years. Social Security Expansion. H.R. 1391, Social Security 2100 Act: proposals to strengthen Social Securitys financing and provide additional funding to improve benefits by extending and then eliminating the cap on payroll taxes while implementing a small, gradual increase in workers and employers contributions to Social Security. Social Security Equality. H.R. 1404 and S. 753, Social Security and Marriage Equality Act: proposals to require the Social Security Administration to recognize same-sex marriage for the purposes of survivor, retirement and other benefits. Administration on Aging,Executive Office of the President (EOP),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Natl Economic Council (NEC),Office of Management & Budget (OMB),SENATE,Social Security Administration (SSA),Treasury, Dept of,U.S. Trade Representative (USTR)   230000 0 0 2015-04-14T14:00:06.940000-04:00
1660826 AMERICAN COUNCIL OF LIFE INSURERS 859dac92-d735-4372-9aba-baefe433d3ab Q1 AMERICAN COUNCIL OF LIFE INSURERS 2115 AMERICAN COUNCIL OF LIFE INSURERS 2015 first_quarter RET H.R. 506/ S. 245: Automatic IRA Act of 2015. Issue: retirement security H.R. 557/ S. 266: Retirement Security Act of 2014. Issue: retirement security H.R. 3590: The Patient Protection and Affordable Care Act, Issue: Assessments under state-based insurance exchanges. HOUSE OF REPRESENTATIVES,SENATE   1277000 0 0 2015-04-14T15:29:45.820000-04:00
1660862 DAVIS & HARMAN LLP 467ae5f2-c961-445e-8627-07cfd40da86c Q1 DAVIS & HARMAN LLP 11674 MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY 2015 first_quarter RET Issues related to tax incentives for retirement savings. Issues related to electronic delivery of IRC-and ERISA-mandated statements and disclosures. Proposals to increase PBGC premiums. Issues related to lifetime income. Proposals related to tax treatment of retirement plans, IRAs, and annuity products. HOUSE OF REPRESENTATIVES 20000   0 0 2015-04-14T15:44:10.960000-04:00
1661090 UNIVERSITY OF IOWA c1618be2-6c56-47bb-b2e5-0fcad8321906 Q1 UNIVERSITY OF IOWA 49191 UNIVERSITY OF IOWA 2015 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,Transportation, Dept of (DOT)   86662 0 0 2015-04-14T17:12:41.713000-04:00
1661149 ALLIED PILOTS ASSOCIATION 9da19d88-5553-4d80-b6d6-614527475f70 Q1 ALLIED PILOTS ASSOCIATION 40046359 ALLIED PILOTS ASSOCIATION 2015 first_quarter RET TAX AND PENSION PLAN ISSUES Federal Aviation Administration (FAA),HOUSE OF REPRESENTATIVES,SENATE,State, Dept of (DOS),Transportation, Dept of (DOT)   145000 0 0 2015-04-14T18:02:01.283000-04:00
1661154 THE ESOP ASSOCIATION 94d397d1-3889-4a8c-bcee-9c0b9f6060fa Q1 THE ESOP ASSOCIATION 13858 ESOP ASSOCIATION 2015 first_quarter RET Any proposed legislation in relationship to ESOPs, employee ownership and employee ownership issues and generally all legislative proposals to amend the Employee Retirement Security Act of 1974. Above areas include tax and labor law issues embedded in the Employee Retirement Security Act of 1974 and the Federal Internal Revenue Code. HOUSE OF REPRESENTATIVES   56981 0 0 2015-04-14T18:07:03.403000-04:00
1661274 DAVIS & HARMAN LLP 48b96117-05c9-4dff-80a2-d140df69575a 1A DAVIS & HARMAN LLP 11674 SPARK INSTITUTE 2015 first_quarter RET Issues related to tax incentives for retirement savings. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Issues related to recordkeeping simplification for 401(k) plans. HOUSE OF REPRESENTATIVES 20000   0 0 2015-04-15T08:57:51.617000-04:00
1661543 THE CHARLES GROUP, LLC b4077fa7-e007-4422-ac50-d3a27dbcbf6f Q1 THE CHARLES GROUP, LLC 53458 ASSOCIATION OF MATURE AMERICAN CITIZENS, INC. 2015 first_quarter RET creation of Social Security IRA and other reforms HOUSE OF REPRESENTATIVES,SENATE 10000   0 0 2015-04-15T11:09:05.150000-04:00
1662042 WILLIAMS AND JENSEN, PLLC 57790d15-2826-44d1-bde7-945daefeaf3c Q1 WILLIAMS AND JENSEN, PLLC 41454 AMERICAN COUNCIL OF LIFE INSURERS 2015 first_quarter RET Legislation impacting retirement plans. HOUSE OF REPRESENTATIVES,SENATE 90000   0 0 2015-04-15T14:06:30.457000-04:00
1662049 WILLIAMS AND JENSEN, PLLC 881d1a55-2043-44c7-8ca3-0963d4f17adf Q1 WILLIAMS AND JENSEN, PLLC 41454 ARCH COAL 2015 first_quarter RET Pension and health care issues impacting coal industry. HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2015-04-15T14:07:38.207000-04:00
1662061 DAVIS & HARMAN LLP e6136ab4-12f1-47c6-9af5-7107f4b941ed 1A DAVIS & HARMAN LLP 11674 TIAA 2015 first_quarter RET Issues related to tax incentives for retirement savings. Issues regarding investment offerings in defined contribution plans. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase annuitization within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. HOUSE OF REPRESENTATIVES 20000   0 0 2015-04-15T14:09:43.750000-04:00
1662079 DAVIS & HARMAN LLP 54aa1ca5-5906-41c6-8810-8c2b625a4a1a 1A DAVIS & HARMAN LLP 11674 WILLIS NORTH AMERICA INC 2015 first_quarter RET Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans. Issues related to required minimum distributions. Issues related to government issued mortality tables. Issues related to tax incentives for retirement savings. HOUSE OF REPRESENTATIVES,Pension Benefit Guaranty Corporation (PBGC),SENATE 10000   0 0 2015-04-15T14:11:53.560000-04:00
1662094 DAVIS & HARMAN LLP 47d409fb-10d3-4131-8ea4-04e0f94c11b3 1A DAVIS & HARMAN LLP 11674 VANGUARD GROUP 2015 first_quarter RET Issues related to tax incentives for retirement savings. Issues related to employee benefit plan administration and electronic delivery of ERISA-mandated statements and disclosures. HOUSE OF REPRESENTATIVES 20000   0 0 2015-04-15T14:14:58.980000-04:00
1662128 CAPITOL HILL STRATEGIES, LLC 35e2c22a-35ff-45d9-bebe-640f6df5e464 Q1 CAPITOL HILL STRATEGIES, LLC 91774 INVESTMENT COMPANY INSTITUTE 2015 first_quarter RET Issues related to proposed Department of Labor regulations on investment advice (Fiduciary Rule) Legislation to enhance retirement plan options HOUSE OF REPRESENTATIVES,SENATE 40000   0 0 2015-04-15T14:23:21.920000-04:00
1662154 CAPITOL HILL STRATEGIES, LLC 6c4bd440-3cfb-4534-bcfe-d8ee75d4cf82 Q1 CAPITOL HILL STRATEGIES, LLC 91774 FMR LLC 2015 first_quarter RET Issues related to proposed Department of Labor regulations on investment advice (Fiduciary Rule) HOUSE OF REPRESENTATIVES,SENATE 50000   0 0 2015-04-15T14:28:33.947000-04:00
1662183 CAPITOL HILL STRATEGIES, LLC 67809ed0-2842-4b47-80b2-e8a1bcbf327e Q1 CAPITOL HILL STRATEGIES, LLC 91774 PRINCIPAL FINANCIAL GROUP 2015 first_quarter RET Issues related to proposed Department of Labor regulations on investment advice (Fiduciary Rule) HOUSE OF REPRESENTATIVES,SENATE 30000   0 0 2015-04-15T14:35:50.237000-04:00
1662188 CAPITOL HILL STRATEGIES, LLC 2129a8c8-f535-41a6-a82f-0d68d3bb886b Q1 CAPITOL HILL STRATEGIES, LLC 91774 PRUDENTIAL FINANCIAL INC 2015 first_quarter RET Legislation to enhance retirement plan options HOUSE OF REPRESENTATIVES,SENATE 50000   0 0 2015-04-15T14:36:52.220000-04:00
1662710 WILLIAMS AND JENSEN, PLLC 3c76c917-d0f8-49c0-b92b-3027277cfe3d Q1 WILLIAMS AND JENSEN, PLLC 41454 VERSO CORPORATION (FORMERLY KNOWN AS NEWPAGE CORPORATION) 2015 first_quarter RET Defined benefit legislation. HOUSE OF REPRESENTATIVES,SENATE 30000   0 0 2015-04-15T19:00:45.707000-04:00
1662738 INTERNATIONAL FEDERATION OF PROFESSIONAL AND TECHNICAL ENGINEERS (IFPTE) 2d994960-38d1-4a38-b805-3e73102faa99 Q1 INTERNATIONAL FEDERATION OF PROFESSIONAL AND TECHNICAL ENGINEERS (IFPTE) 19968 INTERNATIONAL FEDERATION OF PROFESSIONAL AND TECHNICAL ENGINEERS (IFPTE) 2015 first_quarter RET Social Security Federal employee pensions HOUSE OF REPRESENTATIVES,SENATE   25000 0 0 2015-04-15T20:48:59.753000-04:00
1663276 WILLIAMS AND JENSEN, PLLC 204e71fc-4ecb-4e12-bbb6-ea8b64af58a7 Q1 WILLIAMS AND JENSEN, PLLC 41454 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 2015 first_quarter RET Legislation and regulations affecting public pension plan. HOUSE OF REPRESENTATIVES,SENATE 50000   0 0 2015-04-16T10:03:34.037000-04:00
1663601 TREMONT STRATEGIES GROUP LLC (F/K/A ADS VENTURES) 5ca4be5c-1073-40f8-a5a1-6fe3fdf1a19e Q1 TREMONT STRATEGIES GROUP LLC (F/K/A ADS VENTURES) 90250 PUTNAM INVESTMENTS 2015 first_quarter RET Retirement security, tax, pensions. HOUSE OF REPRESENTATIVES,SENATE 40000   0 0 2015-04-16T11:11:34.617000-04:00
1663756 INTERNATIONAL ASSOCIATION OF FIRE FIGHTERS 137faaea-ade6-4ae4-80fa-3eb750f8945c Q1 INTERNATIONAL ASSOCIATION OF FIRE FIGHTERS 19753 INTERNATIONAL ASSOCIATION OF FIRE FIGHTERS 2015 first_quarter RET Efforts to undermine public pensions Pension cuts for federal employees Agriculture, Dept of (USDA),Commerce, Dept of (DOC),Federal Communications Commission (FCC),HOUSE OF REPRESENTATIVES,Interior, Dept of (DOI),Labor, Dept of (DOL),SENATE,Transportation, Dept of (DOT),White House Office   96000 0 0 2015-04-16T11:39:10.770000-04:00
1663831 THORN RUN PARTNERS 6235cdb9-7794-4c52-ad73-31a721807bda Q1 THORN RUN PARTNERS 400534596 AARP 2015 first_quarter RET Social Security changes to benefits and eligibility. Reauthorization of Older Americans Act. HOUSE OF REPRESENTATIVES,SENATE 40000   0 0 2015-04-16T11:48:43.400000-04:00
1663912 THORN RUN PARTNERS d1afb743-1c06-45b1-bc2f-c6c6a2dd71f5 Q1 THORN RUN PARTNERS 400534596 JACKSON NATIONAL LIFE INSURANCE COMPANY 2015 first_quarter RET Rules on plan fiduciaries' responsibilities with respect to brokerage windows in 401(k)s. HOUSE OF REPRESENTATIVES,SENATE 50000   0 0 2015-04-16T12:11:40.330000-04:00
1663962 UNITED MINE WORKERS OF AMERICA ef3b4882-c278-4d97-b60b-26730b9f82c7 Q1 UNITED MINE WORKERS OF AMERICA 39187 UNITED MINE WORKERS OF AMERICA 2015 first_quarter RET Lobbying on the concept of HR 2918 from 113th Congress 40% tax repeal Affordable Care Act excise tax on high cost plans Energy, Dept of,Environmental Protection Agency (EPA),HOUSE OF REPRESENTATIVES,SENATE,U.S. Trade Representative (USTR)   155542 0 0 2015-04-16T12:19:05.463000-04:00
1663986 NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS 84bac2a4-e17f-49df-97cb-7c78a102bba9 Q1 NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS 26901 NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS 2015 first_quarter RET Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 1090. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors. Centers For Medicare and Medicaid Services (CMS),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of   721220 0 0 2015-04-16T12:25:16.360000-04:00
1664026 BALCH & BINGHAM, LLP 2a32175a-44d6-45c7-9db7-a7015a65b2d2 Q1 BALCH & BINGHAM, LLP 5197 WESTROCK (FORMERLY ROCKTENN) 2015 first_quarter RET PBGC Reform; Non-discrimination testing; retirees pension funding Environmental Protection Agency (EPA),HOUSE OF REPRESENTATIVES,Office of Management & Budget (OMB),SENATE,White House Office 40000   0 0 2015-04-16T12:35:36.803000-04:00
1664399 AMERICAN BENEFITS COUNCIL 703ac7a9-1012-4a9d-91d1-8512f1c662b2 Q1 AMERICAN BENEFITS COUNCIL 4675 AMERICAN BENEFITS COUNCIL 2015 first_quarter RET Administration FY 2016 Federal Budget Proposal - retirement plan proposals 2016 Budget Resolutions - House & Senate - benefits policy A Balanced Budget for a Stronger America - House Republican Budget Proposal - retirement related provisions White House Fact Sheet - Retirement reform proposals Tax reform - limitations on itemized deductions and exclusions affecting retirement savings Defined Benefit Plan Issues Mortality Table Updates De-Risking methods Non-discrimination issues affecting defined benefit plans PBGC premiums Pension Protection Act definition of liquidity shortfall Defined contribution plan issues Lifetime income illustration Roth 401(k)s and Roth IRAs Section 408 (b) (2) participant disclosure requirements Section 408 (b) (2) Guide Shrinking Emergency Account Losses (SEAL) Act - S. 324 Automatic IRA Act of 2015 - H.R. 506/S. 245 Retirement Security Act of 2015 - H.R. 557/S. 266 Comprehensive Tax Reform for 2015 and Beyond - employer sponsored benefits - Senate Finance Committee - Working Group on savings and investment - tax incentives for retirement in employer sponsored plans and improvements Other Issues Re-proposal Definition of Fiduciary Rule - conflict of interest Hybrid retirement plans -Treasury Department finalization of proposed regulations & legislation Executive compensation - pay for performance, timing of taxation, substantial risk of forfeiture, Internal Revenue Code Sec. 409A Derivatives issues (Dodd-Frank impact on retirement plan investments) Foreign Account Taxpayer Compliance Act (FATCA) - exemption for foreign retirement plans Regulation of Money Market Funds Multiemployer pension plan issues ESOP dividend deduction Retirement plan access proposals - state retirement plan initiatives Death Master File (DMF) Centers For Medicare and Medicaid Services (CMS),Commerce, Dept of (DOC),Commodity Futures Trading Commission (CFTC),Equal Employment Opportunity Commission (EEOC),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Office of Management & Budget (OMB),Pension Benefit Guaranty Corporation (PBGC),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of   272253 0 0 2015-04-16T14:06:59.787000-04:00
1664449 TREMONT STRATEGIES GROUP LLC (F/K/A ADS VENTURES) e6c2d560-57b7-470f-b8ac-173b2022b917 Q1 TREMONT STRATEGIES GROUP LLC (F/K/A ADS VENTURES) 90250 LPL FINANCIAL LLC 2015 first_quarter RET Company overview for members and staff. HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2015-04-16T14:18:22.743000-04:00
1664603 INTERNATIONAL BROTHERHOOD OF BOILERMAKERS 7b888e07-0c51-4fb3-8899-adc5f724c3e3 Q1 INTERNATIONAL BROTHERHOOD OF BOILERMAKERS 19811 INTERNATIONAL BROTHERHOOD OF BOILERMAKERS 2015 first_quarter RET Multi-employer Pension Reform Environmental Protection Agency (EPA),HOUSE OF REPRESENTATIVES,SENATE   80000 0 0 2015-04-16T14:51:46.140000-04:00
1664686 INVESTMENT COMPANY INSTITUTE 82382692-1134-47d7-9b72-fdef1d56e33c Q1 INVESTMENT COMPANY INSTITUTE 20128 INVESTMENT COMPANY INSTITUTE 2015 first_quarter RET S. 245 - Automatic IRA Act of 2015 (Whitehouse) S. 266 - Retirement Security Act of 2015 (Collins) H.R. 506 - Automatic IRA Act of 2015 (Neal) H.R. 557 - Retirement Security Act of 2015 (Buchanan) Department of Labor Fiduciary Definition Lifetime Income Disclosure SAFE Retirement Act (Hatch) Security Throughout Retirement Act (Cantwell) HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of,White House Office   1275212 0 0 2015-04-16T15:08:29.527000-04:00
1664713 NATIONWIDE MUTUAL INSURANCE COMPANY 33af2a21-3420-4a9a-b263-ccd7b8175fd9 Q1 NATIONWIDE MUTUAL INSURANCE COMPANY 26411 NATIONWIDE MUTUAL INSURANCE COMPANY 2015 first_quarter RET Congressional activity surrounding the Department of Labor's proposed regulation to redefine "fiduciary" (not yet in legislative form) HR 1090 - Retail Investor Protection Act - Prohibits the Secretary of Labor from prescribing any regulation under the Employee Retirement Income Security Act of 1974 (ERISA) defining the circumstances under which an individual is considered a fiduciary until 60 days after the Securities and Exchange Commission (SEC) issues a final rule governing standards of conduct for brokers and dealers under specified law Federal Deposit Insurance Corporation (FDIC),Federal Emergency Management Agency (FEMA),Federal Reserve System,Health & Human Services, Dept of (HHS),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Transportation, Dept of (DOT),Treasury, Dept of,U.S. Copyright Office,U.S. Postal Service (USPS)   1160000 0 0 2015-04-16T15:14:42.097000-04:00
1665196 TRANSAMERICA COMPANIES 7ecadbd3-f778-4b33-99b1-5f360f3df999 Q1 TRANSAMERICA COMPANIES 44093 TRANSAMERICA COMPANIES 2015 first_quarter RET H.R. 506/ S. 245: Automatic IRA Act of 2015. Issue: retirement security H.R. 557/ S. 266: Retirement Security Act of 2014. Issue: retirement security H.R. 3590-The Patient Protection and Affordable Care Act, Issue: Assessments under state-based insurance exchanges. HOUSE OF REPRESENTATIVES,SENATE   930000 0 0 2015-04-16T17:34:29.873000-04:00
1665312 NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION (NRECA) 5e27cfd9-1ddd-4934-83ce-0b5e6fcbf98b Q1 NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION (NRECA) 28515 NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION (NRECA) 2015 first_quarter RET H.R.557, S.266: Retirement Security Act of 2015 (regarding multiple-employer plans Draft Tax Reform proposals related to changes in retirement tax policy. HOUSE OF REPRESENTATIVES,SENATE   511000 0 0 2015-04-16T18:47:54.140000-04:00
1666014 DEAN FOODS COMPANY 5ef0d4db-8bb9-41af-881b-966afc73182f Q1 DEAN FOODS COMPANY 58396 DEAN FOODS COMPANY 2015 first_quarter RET Provisions in the Multiemployer Pension Reform Act of 2014 included in HR 83, the Consolidated and Further Continuing Appropriations Act of 2015 HOUSE OF REPRESENTATIVES,SENATE   80000 0 0 2015-04-17T10:12:02.507000-04:00
1666072 NATIONAL BEER WHOLESALERS ASSOCIATION 229a9601-27ff-4538-b3f2-102a8f335377 Q1 NATIONAL BEER WHOLESALERS ASSOCIATION 27274 NATIONAL BEER WHOLESALERS ASSOCIATION 2015 first_quarter RET Issues relating to multi-employer pension plans. HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE   350000 0 0 2015-04-17T10:23:37.243000-04:00
1666234 THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY 66d130bf-6e04-4940-9a50-e9c984e6b776 Q1 THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY 29607 THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY 2015 first_quarter RET H.R. 506/ S. 245: Automatic IRA Act of 2015. Issue: retirement security H.R. 557/ S. 266: Retirement Security Act of 2014. Issue: retirement security H.R. 3590-The Patient Protection and Affordable Care Act, Issue: Assessments under state-based insurance exchanges. HOUSE OF REPRESENTATIVES,SENATE   1180000 0 0 2015-04-17T10:45:53.327000-04:00
1666270 MR. DONALD KANIEWSKI 7cf00cf9-14f4-46a4-9344-c3307b87f9b1 Q1 MR. DONALD KANIEWSKI 322693 LABORERS INTERNATIONAL UNION OF NORTH AMERICA 2015 first_quarter RET Lobbied in support of reforming multi-employer pension plans and PBGC issues. HOUSE OF REPRESENTATIVES,SENATE 45000   0 0 2015-04-17T10:51:13.477000-04:00
1666318 P STREET PROJECT, INC. 18e17296-f7c1-431b-9073-08689bd6cb24 Q1 P STREET PROJECT, INC. 400637928 P STREET PROJECT, INC. 2015 first_quarter RET Expansion of Social Security HOUSE OF REPRESENTATIVES,SENATE   20000 0 0 2015-04-17T10:55:30.173000-04:00
1666496 MCGUIREWOODS CONSULTING (A SUBSIDIARY OF MCGUIREWOODS LLP) 19948896-c2a7-4b93-a687-d6acd9f23894 Q1 MCGUIREWOODS CONSULTING (A SUBSIDIARY OF MCGUIREWOODS LLP) 24486 GENWORTH FINANCIALS, INC. 2015 first_quarter RET Issues related to tax policy matters in the areas of insurance, retirement and international tax issues HOUSE OF REPRESENTATIVES,SENATE 5000   0 0 2015-04-17T11:17:49.380000-04:00
1666516 MCGUIREWOODS CONSULTING (A SUBSIDIARY OF MCGUIREWOODS LLP) 6d95b35c-f4ef-4f65-b8f0-5ffdcbabad81 Q1 MCGUIREWOODS CONSULTING (A SUBSIDIARY OF MCGUIREWOODS LLP) 24486 TIAA 2015 first_quarter RET Issues related to taxation of insurance companies, insurance products and retirement accounts HOUSE OF REPRESENTATIVES,SENATE 15000   0 0 2015-04-17T11:18:56.583000-04:00
1666711 MCGUIREWOODS LLP a06ef179-f6e4-4610-b649-87884ef3a557 Q1 MCGUIREWOODS LLP 308913 TIAA-CREF 2015 first_quarter RET Issues related to taxation of insurance companies, insurance products and retirement accounts HOUSE OF REPRESENTATIVES,SENATE 30000   0 0 2015-04-17T11:40:40.353000-04:00
1666740 MCGUIREWOODS LLP 31204d54-9246-4c19-8930-73a2eb24ca15 Q1 MCGUIREWOODS LLP 308913 GENWORTH FINANCIAL, INC. 2015 first_quarter RET Issues related to tax policy matters in the areas of insurance, retirement and international tax issues HOUSE OF REPRESENTATIVES,SENATE 10000   0 0 2015-04-17T11:43:54.070000-04:00
1667045 JEWISH FEDERATION OF METROPOLITAN CHICAGO (JFMC) 57441027-096d-4224-b7b8-a6b1b28f9d9d Q1 JEWISH FEDERATION OF METROPOLITAN CHICAGO (JFMC) 60390 JEWISH FEDERATION OF METROPOLITAN CHICAGO (JFMC) 2015 first_quarter RET Holocaust Survivors Provisions S. 192 - Older Americans Act Reauthorization Act Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Housing & Urban Development, Dept of (HUD),SENATE,State, Dept of (DOS),White House Office   63000 0 0 2015-04-17T12:28:48.610000-04:00
1667215 AK STEEL HOLDING CORPORATION 8cd0a0d2-b462-4448-9cfa-7cb3c7e20a55 Q1 AK STEEL HOLDING CORPORATION 400326536 AK STEEL HOLDING CORPORATION 2015 first_quarter RET Technical Fix to Steelworker Pension Trust Commerce, Dept of (DOC),Environmental Protection Agency (EPA),HOUSE OF REPRESENTATIVES,SENATE,U.S. Trade Representative (USTR)   194283 0 0 2015-04-17T12:46:06.430000-04:00
1667483 NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION 8ca98fad-43c4-4f09-9da5-5d2db5126d46 Q1 NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION 28674 NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION 2015 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 measures in this category were focused upon. Agriculture, Dept of (USDA),HOUSE OF REPRESENTATIVES,SENATE   180000 0 0 2015-04-17T13:33:41.727000-04:00
1667656 DAVIS & HARMAN LLP d94f9260-ae30-403c-a0ac-e024ef4e282b Q1 DAVIS & HARMAN LLP 11674 RETIREMENT INDUSTRY TRUST ASSOCIATION 2015 first_quarter RET Issues related to self-directed retirement savings and proposals regarding tax incentives for retirement. SENATE     0 0 2015-04-17T13:59:08.900000-04:00
1667888 GROOM LAW GROUP, CHARTERED 493cdedf-a1c9-4a32-89b9-a9349e2468d4 Q1 GROOM LAW GROUP, CHARTERED 17000 THE ESOP ASSOCIATION 2015 first_quarter RET Proposed regulation issued by the Department of Labor to change the definition of fiduciary under ERISA. HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE 20000   0 0 2015-04-17T14:20:56.637000-04:00
1667897 DAVIS & HARMAN LLP 41a05f53-dc34-4384-bd8b-68a53091fd8c Q1 DAVIS & HARMAN LLP 11674 NATIONWIDE INSURANCE COMPANIES 2015 first_quarter RET Proposals to expand retirement plan coverage, including proposals to reform the multiple employer plan rules. Proposals related to creation of new qualified retirement plans for small business. Issues related to tax incentives for retirement savings. Issues related to the Department of Labor's proposed regulation defining fiduciary. Qualified plan issues. Issues related to EPCRS. Tax incentives for 457 plans. Application of the Volcker rule to insurance company general accounts. Proposals that would consolidate various retirement and IRA types. Proposals related to annuity incentives. Issues related to use of brokerage windows in defined contribution plans. Proposals related to electronic disclosure. HOUSE OF REPRESENTATIVES,SENATE 30000   0 0 2015-04-17T14:21:00.217000-04:00
1667908 COVINGTON & BURLING LLP e41b4a39-d860-495e-8395-4a145df9a270 Q1 COVINGTON & BURLING LLP 11195 JOHN HANCOCK LIFE INSURANCE COMPANY (USA) (FKA JOHN HANCOCK FIN. SERVICES, INC.) 2015 first_quarter RET Retirement security. HOUSE OF REPRESENTATIVES,SENATE 80000   0 0 2015-04-17T14:22:07.153000-04:00
1668243 AFL-CIO d5dcd414-24a4-4ed3-b05c-564f0d4eb648 Q1 AFL-CIO 363 AFL-CIO 2015 first_quarter RET Social Security Disability: funding and administrative changes, insurance Social Security Administration: office closings and workforce reductions, SSH operating expenditures in Labor & HHS Appropriations DOL Fiduciary Rule Retirement Security-protecting benefits Pension plan: de-risking ERISA: investment advice, fiduciary duty White House Conference on Aging H.Res. 5: Budget Amendments- Retirement Disability Benefits H.R. 2100 Larson Social Security Bill H.R. 1090 Retail Investor Protection Act S.Con.Res. 11 Social Security Amendments Pension-pooled Employer plans Bureau of Citizenship & Immigration Services (BCIS),Bureau of the Census,Defense, Dept of (DOD),Energy, Dept of,Equal Employment Opportunity Commission (EEOC),Executive Office of the President (EOP),Health & Human Services, Dept of (HHS),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Housing & Urban Development, Dept of (HUD),Interior, Dept of (DOI),Internal Revenue Service (IRS),Justice, Dept of (DOJ),Labor, Dept of (DOL),Office of Management & Budget (OMB),Office of Personnel Management (OPM),Office of the Vice President of the United States,SENATE,State, Dept of (DOS),Treasury, Dept of,U.S. Trade Representative (USTR),White House Office   640000 0 0 2015-04-17T14:41:28.723000-04:00
1668422 CROSSROADS STRATEGIES, LLC 8809bb9d-21d7-4619-9c3a-b5afd0faa83d Q1 CROSSROADS STRATEGIES, LLC 400531586 MORGAN STANLEY & CO LLC 2015 first_quarter RET Department of Labor fiduciary rule HOUSE OF REPRESENTATIVES,SENATE 50000   0 0 2015-04-17T14:54:53.363000-04:00
1668451 CROSSROADS STRATEGIES, LLC e616f365-05bd-4902-be6f-b85322296684 Q1 CROSSROADS STRATEGIES, LLC 400531586 NEXTERA ENERGY RESOURCES, LLC 2015 first_quarter RET 401k funding issues HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2015-04-17T14:58:09.203000-04:00
1668606 LOCKRIDGE, GRINDAL, NAUEN, PLLP 2282e084-e443-4b5d-86c4-c4eca218c87b Q1 LOCKRIDGE, GRINDAL, NAUEN, PLLP 23053 TWIN CITY PIPE TRADES SERVICE ASSOCIATION 2015 first_quarter RET Affordable Care Act (PL 111-148) Implementation HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2015-04-17T15:09:23.630000-04:00
1668716 VENABLE LLP 04f439ef-e8f0-4a00-8ea0-2efcae7bd55d Q1 VENABLE LLP 39941 WESTMORELAND COAL COMPANY 2015 first_quarter RET Issues related to coal retirees health and pension benefits HOUSE OF REPRESENTATIVES,SENATE     0 0 2015-04-17T15:22:21.863000-04:00
1668838 DAVIS & HARMAN LLP 3a3ba39f-9cc3-4d2b-80e6-e5c0d4dd478c Q1 DAVIS & HARMAN LLP 11674 AMERICAN BENEFITS COUNCIL 2015 first_quarter RET Proposals related to retirement plan enhancements. Proposals relating to defined benefit plans, including plan funding. Issues related to tax incentives for retirement savings. Proposals related to stemming leakage from retirement plans through reform of plan loan rules. Proposals related to stable value investment offerings in defined contribution plans. Proposals related to phased retirement. Proposals to increase PBGC premiums. Proposals related to retirement target date funds. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans. Issues related to PBGC collections and PBGC disclosure issues. Proposals related to electronic disclosure of information under ERISA. Proposals regarding compliance of retirement plans. Issues related to use of brokerage windows in defined contribution plans. Proposals to reform the multiple employer plans rules. Proposals to modify required minimum distribution rules. Proposals that would modify limits on retirement plan contributions. Proposals related to stretch IRAs. Retirement provisions in the President's FY 2016 budget. Issues related to access to death master file. Issues related to government issued mortality tables. Proposals to amend the nondiscrimination provisions to protect older, longer service employees. Issues related to swap, margin, and capital rules. S. 266/H.R. 557, Retirement Security Act. HOUSE OF REPRESENTATIVES,SENATE 60000   0 0 2015-04-17T15:34:25.880000-04:00
1668884 ALLIANCE FOR RETIRED AMERICANS 88b678c4-3a7d-4933-a3f1-6391a12812cc Q1 ALLIANCE FOR RETIRED AMERICANS 67238 ALLIANCE FOR RETIRED AMERICANS 2015 first_quarter RET 1. Proposals to change the Social Security annual Cost of Living Adjustment formula 2. Proposals to raise the Social Security normal retirement age 3. Proposals to "means test" Social Security benefits 4. Beneficiary information available through Social Security Administration field offices 5. Status of the Social Security Disability Insurance Trust Fund 6. Closing of Social Security Administration field offices Executive Office of the President (EOP),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Office of Management & Budget (OMB),SENATE   60000 0 0 2015-04-17T15:39:51.717000-04:00
1668934 DAVIS & HARMAN LLP f73e47d4-156f-4838-8bb4-166207bb3668 Q1 DAVIS & HARMAN LLP 11674 BUSINESS ROUNDTABLE 2015 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. Proposals relating to entitlement reform. HOUSE OF REPRESENTATIVES 20000   0 0 2015-04-17T15:44:13.697000-04:00
1669136 CROSSROADS STRATEGIES, LLC 029745a4-0479-47fb-8977-e3fc74426c02 Q1 CROSSROADS STRATEGIES, LLC 400531586 PRUDENTIAL FINANCIAL, INC. 2015 first_quarter RET Legislation to enhance retirement plan options. HOUSE OF REPRESENTATIVES,SENATE 30000   0 0 2015-04-17T16:07:54.323000-04:00
1669204 UPS (UNITED PARCEL SERVICE) 06de144d-b585-4b5f-9433-0ef0f0945fb2 Q1 UPS (UNITED PARCEL SERVICE) 39223 UPS (UNITED PARCEL SERVICE) 2015 first_quarter RET Multi-employer pension reform. Commerce, Dept of (DOC),Federal Aviation Administration (FAA),Food & Drug Administration (FDA),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Postal Regulatory Commission,SENATE,State, Dept of (DOS),Treasury, Dept of,U.S. Trade Representative (USTR),White House Office   3019712 0 0 2015-04-17T16:12:22.753000-04:00
1669308 CGCN GROUP, LLC 18ef2501-4c53-416a-81c0-621c47b7211a Q1 CGCN GROUP, LLC 76992 FMR LLC (PREVIOUSLY REPORTED AS FIDELITY INVESTMENTS) 2015 first_quarter RET Proposed ERISA fiduciary investment advice rule HOUSE OF REPRESENTATIVES,SENATE 45000   0 0 2015-04-17T16:21:08.217000-04:00
1669400 AMERICAN ACADEMY OF ACTUARIES 18f70d9c-8aaa-4a19-b5b6-0b985ff7daec Q1 AMERICAN ACADEMY OF ACTUARIES 1318 AMERICAN ACADEMY OF ACTUARIES 2015 first_quarter RET Public plans and actuarial standards of practice; aging and bridging the gap on retirement; late retirement actuarial equivalence; qualified longevity annuity contracts in defined benefit plans; social security and women; improvements in the operation of IRC Section 436 while protecting funded status of pension plans; and mortality tables to calculate pension funding after 2015 (Section 430(h)(3) & Section 417(e)). Congressional Budget Office (CBO),Federal Reserve System,Government Accountability Office (GAO),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of   50000 0 0 2015-04-17T16:28:59.863000-04:00
1669520 BANK POLICY INSTITUTE 3c629409-a9fd-4fb3-bd93-3936cbd157a3 Q1 BANK POLICY INSTITUTE 5290 BANK POLICY INSTITUTE 2015 first_quarter RET Issues related to Department of Labors proposed rule fiduciary rulemaking, which defines when a person providing investment advice becomes a fiduciary under the Employee Retirement Income Security Act of 1974 (ERISA); Consumer Financial Protection Bureau (CFPB),Defense, Dept of (DOD),Export-Import Bank of the United States (EXIM Bank),Federal Housing Finance Agency (FHFA),Federal Reserve System,HOUSE OF REPRESENTATIVES,Housing & Urban Development, Dept of (HUD),Labor, Dept of (DOL),Natl Economic Council (NEC),Office of Management & Budget (OMB),Office of the Comptroller of the Currency (OCC),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of,White House Office   1900000 0 0 2015-04-17T16:42:04.973000-04:00
1669614 ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG) 06b6e4f6-fc82-4afd-a8e6-ea13ae39741d Q1 ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG) 57475 NEW YORK LIFE INSURANCE COMPANY 2015 first_quarter RET Retirement issues included in S. 1270 related to public pension plan reform; Department of Labors proposed regulation with respect to the definition of fiduciary. HOUSE OF REPRESENTATIVES,SENATE 70000   0 0 2015-04-17T16:51:52.083000-04:00
1669642 ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG) 7f24fbaa-74ee-4cc2-8996-88781ea796d3 Q1 ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG) 57475 PRUDENTIAL INSURANCE COMPANY OF AMERICA 2015 first_quarter RET Misc. pension, retirement and savings issues; Bills proposing multiple employer pension plan reform, including S1970, S 1270, S 1979; Bills proposing Lifetime Income Disclosure, including HR 2171, S 1145, and HR 83, Multiemployer pension plan reform. HOUSE OF REPRESENTATIVES,SENATE 50000   0 0 2015-04-17T16:53:04.397000-04:00
1669672 INTERNATIONAL BROTHERHOOD OF TEAMSTERS e5bb2707-3890-40fe-b998-97eb1b65ed48 Q1 INTERNATIONAL BROTHERHOOD OF TEAMSTERS 19855 INTERNATIONAL BROTHERHOOD OF TEAMSTERS 2015 first_quarter RET Proposals to amend ERISA with respect to multi-employer pension plans: implementation of Multi-employer Pension Reform Act (MPRA). MPRA benefit reduction provisions, special provisions to UPS regarding benefit reductions. PBGC authority and funding. Pensions and bankruptcy priority. S. Con. Res.11, Isakson Amendment 610, to prevent DOL from promulgating the so-called ERISA "fiduciary rule" that would prohibit retirement investment advisors from offering conflicted advice. S. Con. Res. 11, Sanders Amendment 980 on multi-employer pension plans. Council on Environmental Quality (CEQ),Defense, Dept of (DOD),Environmental Protection Agency (EPA),Executive Office of the President (EOP),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Natl Economic Council (NEC),President of the U.S.,Securities & Exchange Commission (SEC),SENATE,State, Dept of (DOS),Transportation, Dept of (DOT),Transportation Security Administration (TSA),U.S. Trade Representative (USTR),White House Office   337000 0 0 2015-04-17T16:58:21.217000-04:00
1669784 OWENS-ILLINOIS, INC 74ae2bcb-aeb7-4308-9549-9f105934179d Q1 OWENS-ILLINOIS, INC 49646 OWENS-ILLINOIS INC 2015 first_quarter RET Pension and retirement issues; PBGC Premiums Environmental Protection Agency (EPA),HOUSE OF REPRESENTATIVES,SENATE   150000 0 0 2015-04-17T17:11:09.497000-04:00
1669894 COVINGTON & BURLING LLP 4644e668-f9e4-4ede-96cd-e470ca51b205 Q1 COVINGTON & BURLING LLP 11195 WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST 2015 first_quarter RET Multiemployer pension funding legislation. HOUSE OF REPRESENTATIVES,Pension Benefit Guaranty Corporation (PBGC),SENATE 30000   0 0 2015-04-17T17:24:01.877000-04:00
1669943 ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG) e3601728-4854-41db-816f-a3ddc82df358 Q1 ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG) 57475 METLIFE GROUP, INC. 2015 first_quarter RET General retirement issues, including Stretch IRA. Treatment of annuities, DOL fiduciary regulations. HOUSE OF REPRESENTATIVES,SENATE 50000   0 0 2015-04-17T17:33:32.477000-04:00
1669978 DAVIS & HARMAN LLP 21e170a7-7971-48b7-95b7-dfcb7a496c5c Q1 DAVIS & HARMAN LLP 11674 LINCOLN NATIONAL CORPORATION 2015 first_quarter RET Comprehensive pension and retirement savings legislation. Proposals related to electronic disclosure of information. H.R.557 & S.266, Retirement Security Act. HOUSE OF REPRESENTATIVES,SENATE 10000   0 0 2015-04-17T17:36:44.177000-04:00
1670170 ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG) 366bccd4-9e1f-40eb-98c5-f3b7f48bbb5e Q1 ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG) 57475 SECURITIES INDUSTRY & FINANCIAL MARKETS ASSN. 2015 first_quarter RET Administration proposals relating to new fiduciary standards, miscellaneous retirement and pension proposals in the context of tax reform drafts. HOUSE OF REPRESENTATIVES,SENATE 60000   0 0 2015-04-17T18:06:29.420000-04:00
1670263 LPL FINANCIAL 8bbf92f8-4eed-4ccd-8ff3-e8625d676ac7 Q1 LPL FINANCIAL 401103478 LPL FINANCIAL 2015 first_quarter RET General interest in retirement issues. General interest in issues in Auto-IRA legislation and the SAFE Act, Secure Annuities for Employment Retirement Act. HOUSE OF REPRESENTATIVES,SENATE   120000 0 0 2015-04-17T18:27:08.710000-04:00
1670402 THE INGRAM GROUP LLC 4f5744b1-213e-467f-953f-c4b6de1ed3df Q1 THE INGRAM GROUP LLC 400577737 RYMAN HOSPITALITY PROPERTIES 2015 first_quarter RET The Consolidated and Further Continuing Appropriations Act, 2015 (P.L. 113-235); issues related to pensions. HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2015-04-17T21:24:25.330000-04:00
1670921 AKIN GUMP STRAUSS HAUER & FELD fba36df7-20a3-4888-b5ac-d290ea567f94 Q1 AKIN GUMP STRAUSS HAUER & FELD 682 RETIREMENT SYSTEMS DATA, LLC 2015 first_quarter RET SEAL Act SENATE 20000   0 0 2015-04-18T16:22:58.567000-04:00
1671283 SQUIRE PATTON BOGGS 8a46ccc9-3336-4302-8106-c63aecaf89bb Q1 SQUIRE PATTON BOGGS 30906 YRC WORLDWIDE INC. 2015 first_quarter RET Pension reform legislation. HOUSE OF REPRESENTATIVES 10000   0 0 2015-04-19T09:54:48.273000-04:00
1671387 THE SIMMONS & RUSSELL GROUP, LLC c0feb891-e7c9-4378-8005-54ad26f6f3e5 Q1 THE SIMMONS & RUSSELL GROUP, LLC 401103235 AMERICAN AIRLINES, INC. 2015 first_quarter RET Issues related to pensions. SENATE 30000   0 0 2015-04-19T11:16:48.637000-04:00

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CREATE TABLE lobbying_activities (
            id INTEGER PRIMARY KEY,
            filing_uuid TEXT NOT NULL,
            filing_type TEXT NOT NULL,
            registrant_name TEXT NOT NULL,
            registrant_id INTEGER,
            client_name TEXT NOT NULL,
            filing_year INTEGER NOT NULL,
            filing_period TEXT NOT NULL,
            issue_code TEXT,
            specific_issues TEXT,
            government_entities TEXT,
            income_amount INTEGER,
            expense_amount INTEGER,
            is_no_activity INTEGER DEFAULT 0,
            is_termination INTEGER DEFAULT 0,
            received_date TEXT,
            CONSTRAINT fk_activity_filing FOREIGN KEY (filing_uuid)
                REFERENCES lobbying_filings_raw(filing_uuid)
        );
CREATE INDEX idx_act_client_name ON lobbying_activities(client_name COLLATE NOCASE);
CREATE INDEX idx_act_issue_code ON lobbying_activities(issue_code);
CREATE INDEX idx_act_filing_year ON lobbying_activities(filing_year);
CREATE INDEX idx_act_filing_uuid ON lobbying_activities(filing_uuid);
Powered by Datasette · Queries took 2012.467ms · Data license: Public Domain (U.S. Government data) · Data source: Federal Register API & Regulations.gov API