lobbying_activities
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1,082 rows where filing_year = 2017 and issue_code = "RET" sorted by filing_year descending
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| id | filing_uuid | filing_type | registrant_name | registrant_id | client_name | filing_year ▲ | filing_period | issue_code | specific_issues | government_entities | income_amount | expense_amount | is_no_activity | is_termination | received_date |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1948381 | MR. ROBERT CARLSTROM JR. 0bcd914c-d849-4c5d-9fe4-f7d938c13042 | Q1 | MR. ROBERT CARLSTROM JR. | 48281 | ASSOCIATION OF MATURE AMERICAN CITIZENS | 2017 | first_quarter | RET | Social Security and retirement savings | HOUSE OF REPRESENTATIVES,SENATE | 16500 | 0 | 0 | 2017-04-03T15:33:50.877000-04:00 | |
| 1948474 | SOCIAL SECURITY WORKS 96131b82-7182-4003-b11f-b0e68ea4195b | Q1 | SOCIAL SECURITY WORKS | 401048957 | SOCIAL SECURITY WORKS | 2017 | first_quarter | RET | 1. Supporting Affordable Care Act/Against American Health Care Act 2. Supporting Social Security 2100 Act 3. Supporting Improving Access to Affordable Prescription Drugs Act 4. Supporting Social Security Expansion Act 5. Supporting CPI-E Act 6. Supporting Protecting Our Widows and Widowers Retirement Act 7. Cabinet Nominations: HHS, OMB 8. Social Security, Medicare, Medicaid, SSI in general, with 115th Congress members 9. Against SSA Hiring Freeze | HOUSE OF REPRESENTATIVES,SENATE,Social Security Administration (SSA),White House Office | 12000 | 0 | 0 | 2017-04-04T09:46:26.600000-04:00 | |
| 1948888 | OWENS-ILLINOIS, INC b418e5aa-6718-4605-b94a-9cf2ed65933b | Q1 | OWENS-ILLINOIS, INC | 49646 | OWENS-ILLINOIS INC | 2017 | first_quarter | RET | Pension and retirement issues; PBGC Premiums. | Environmental Protection Agency (EPA),HOUSE OF REPRESENTATIVES,SENATE | 200000 | 0 | 0 | 2017-04-05T16:17:13.207000-04:00 | |
| 1948938 | YODLEE INC. f087f50d-6cf5-414e-abbf-f1fb9c379277 | Q1 | YODLEE INC. | 401104165 | YODLEE INC. | 2017 | first_quarter | RET | Department of Labor fiduciary rule | Consumer Financial Protection Bureau (CFPB),Federal Deposit Insurance Corporation (FDIC),Federal Reserve System,HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Natl Economic Council (NEC),Office of Science & Technology Policy (OSTP),Office of the Comptroller of the Currency (OCC),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of | 130000 | 0 | 0 | 2017-04-06T09:15:13.903000-04:00 | |
| 1948943 | NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS 899de362-fa6c-4e3d-9143-95b4d774106c | Q1 | NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS | 26901 | NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS | 2017 | first_quarter | RET | Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 355, H.J.Res. 66, H.J.Res. 67, S.J.Res.32, and S.J.Res.33. 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 | 565000 | 0 | 0 | 2017-04-06T09:31:18.753000-04:00 | |
| 1949144 | INTERNATIONAL UNION OF POLICE ASSOCIATIONS, AFL-CIO 45adaab4-fef8-4035-b7a7-5f9c07dd2cd5 | Q1 | INTERNATIONAL UNION OF POLICE ASSOCIATIONS, AFL-CIO | 50400 | INTERNATIONAL UNION OF POLICE ASSOCIATIONS AFL-CIO | 2017 | first_quarter | RET | HR1205 | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2017-04-06T15:30:21.007000-04:00 | |
| 1949176 | PETER TURZA c8ae51e4-1ea6-4801-93fa-3b4e6f15de13 | Q1 | PETER TURZA | 401103236 | ABF FREIGHT SYSTEMS, INC. | 2017 | first_quarter | RET | Issues with multiemployer pension plans and the obligations of contributing employers to such plans involving ERISA, MPPAA, the PPA and the Consolidated and Further Continuing Appropriations Act of 2015. | HOUSE OF REPRESENTATIVES,SENATE | 50000 | 0 | 0 | 2017-04-06T17:37:52.920000-04:00 | |
| 1949309 | GM STRATEGIES bf1933a4-ca6f-4b97-9143-b9f919549382 | Q1 | GM STRATEGIES | 401103939 | UNITED ASSN OF JOURNEYMEN & APPRENTICES OF THE PLUMBING & PIPEFITTING INDUSTRY | 2017 | first_quarter | RET | - Implementation of Multiemployer Pension Reform Act of 2014. - Multiemployer pension reforms allowing new composite plan design (Kline draft proposal). | 30000 | 0 | 0 | 2017-04-07T14:15:10.027000-04:00 | ||
| 1949398 | HOLLAND & KNIGHT LLP eb444bcb-914c-4b93-80fc-f3c09fbbff01 | Q1 | HOLLAND & KNIGHT LLP | 18466 | CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. | 2017 | first_quarter | RET | Educating members of Congress and staff on the Department of Labor's Conflict of Interest Rule. | HOUSE OF REPRESENTATIVES,SENATE | 40000 | 0 | 0 | 2017-04-07T15:58:28.140000-04:00 | |
| 1949420 | AMERICAN COUNCIL OF LIFE INSURERS 6ca91302-2f00-4ae3-a3e1-c6aefc6e8716 | Q1 | AMERICAN COUNCIL OF LIFE INSURERS | 2115 | AMERICAN COUNCIL OF LIFE INSURERS | 2017 | 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 2015. Issue: retirement security Pub.L. 111-148-The Patient Protection and Affordable Care Act, Issue: Assessments under state-based insurance exchanges. H.R. 2656 - The Receiving Electronic Statements to Improve Retiree Earnings Act. Issue: electronic disclosure of retirement plan notices. HR 2317/ S. 1317 - Lifetime Income Disclosure Act. Issue: lifetime income illustration H.R. ___/S.___ Draft legislation amending Affordable Care Act provisions on health exchange assessments. Issue: Health Exchange Assessments Public Law No: 114-254- Further Continuing and Security Assistance Appropriations Act. Section 172, regarding funding to address the Social Security Disability Insurance (SSDI) hearing backlog for FY17 expires April 28, 2017. Issue: disability insurance H.R.____/S._____ FY17 appropriations beyond April 28, Maintain Section 172 of Further Continuing and Security Assistance Appropriations Act regarding funding to address the Social Security Disability Insurance (SSDI) hearing backlog. Issue: disability insurance HR 4067 - SAVE Act of 2015. Issue: retirement security H.R. ___/S.___ Draft legislation on tax treatment and consumer financing for long-term care insurance. Issue: Social Security Disability Insurance (SSDI) hearing decision backlog Retirement Improvements and Savings Enhancement Act Discussion Draft House GOP Blueprint on Tax Reform S. 3471 Retirement Enhancement and Savings Act of 2016. Issue: expanding retirement savings plans. H.R. 6396 - the Retirement Security for American Workers Act. Issue: expanding retirement savings plans. H.R.____/S._____ Draft legislation to expand Section 125 cafeteria plans. Issue: expanding long term care insurance. H.R. ____/S._____ Draft legislation to initiate Congressional Review Act process to repeal Department of Labor rule affecting disability insurance claims process. Issue: Disability insurance. | HOUSE OF REPRESENTATIVES,SENATE | 948000 | 0 | 0 | 2017-04-07T16:14:49.770000-04:00 | |
| 1949551 | MR. MARK REY 67abbb3d-e9a2-4a1f-b012-bb4b525cc0e4 | Q1 | MR. MARK REY | 400454181 | NATIONAL OLDER WORKERS CAREER CENTER | 2017 | 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 | 2017-04-09T15:34:03.133000-04:00 | ||
| 1950057 | ALYSON PARKER c02ee5cd-b0a2-49a5-8b34-cb879b56e957 | Q1 | ALYSON PARKER | 401104026 | NATIONAL RETIREE LEGISLATIVE NETWORK | 2017 | first_quarter | RET | Pension issues such as pension plan mergers | Centers For Medicare and Medicaid Services (CMS),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE | 15000 | 0 | 0 | 2017-04-10T20:44:22.927000-04:00 | |
| 1950079 | MWR CONSULTING fd86b07a-d2cd-4d04-baed-0023dfa44d02 | Q1 | MWR CONSULTING | 401104301 | HOLLISTER, INC. | 2017 | first_quarter | RET | Employee Retirement Income Security Act | HOUSE OF REPRESENTATIVES,SENATE | 15000 | 0 | 0 | 2017-04-10T21:58:02.987000-04:00 | |
| 1950158 | NATIONAL FEDERATION OF THE BLIND 0c590341-c19b-4e35-a05d-7e0616ae3dbf | Q1 | NATIONAL FEDERATION OF THE BLIND | 401103561 | NATIONAL FEDERATION OF THE BLIND | 2017 | first_quarter | RET | To increase employment of blind people by removing disincentives to work in current Social Security law. | Architectural & Transportation Barriers Compliance Board,Defense, Dept of (DOD),Education, Dept of,HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Office of Management & Budget (OMB),SENATE,State, Dept of (DOS) | 30000 | 0 | 0 | 2017-04-11T11:23:50.357000-04:00 | |
| 1950195 | MR. DONALD KANIEWSKI f7fc6c75-b74f-4550-a923-b106c3ecc8da | Q1 | MR. DONALD KANIEWSKI | 322693 | LABORERS INTERNATIONAL UNION OF NORTH AMERICA | 2017 | first_quarter | RET | Lobbied in support of reforming multi-employer pension plans and PBGC issues. | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of | 45000 | 0 | 0 | 2017-04-11T12:19:36.397000-04:00 | |
| 1950558 | SHEET METAL & AIR CONDITIONING CONTRACTORS NAT'L ASSN 8335d707-c207-47e3-b027-49689f6d709f | Q1 | SHEET METAL & AIR CONDITIONING CONTRACTORS NAT'L ASSN | 35068 | SHEET METAL & AIR CONDITIONING CONTRACTORS NAT'L ASSN | 2017 | first_quarter | RET | Support Davis-Bacon - Oppose amendment to S. Con. Res. 3, The Fiscal Year 2017 Budget Resolution Encourage Vice President-Elect Pence to support Project Labor Agreements (PLA) in federal construction projects where appropriate by sustaining Executive Order 13502 Support Davis-Bacon - Oppose The Transportation Investment Recalibration to Equality (TIRE) Act Oppose "Fair and Open Contracting Act of 2017" - S. 622, H.R. 1552 | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2017-04-11T17:11:11.340000-04:00 | ||
| 1950577 | SIFF & ASSOCIATES PLLC 7713496d-a1f5-4ca6-8a53-76ca8e409541 | Q1 | SIFF & ASSOCIATES PLLC | 400665998 | CENTER FOR CAPITAL MARKETS COMPETITIVENESS, U.S. CHAMBER OF COMMERCE | 2017 | first_quarter | RET | "Definition of the Term 'Fiduciary'; Conflict of Interest Rule-Retirement Investment Advice" final rule to increase regulatory oversight and legal duties applicable to service providers to and sponsors of small retirement plans; RIN 1210-AB32; April 8, 2016; 81 FR 20945. H.J. Res. 66, a resolution pursuant to the Congressional Review Act disapproving the rule submitted by the Department of Labor relating to savings arrangements established by states for non-governmental employees. H.J. Res. 67, a resolution pursuant to the Congressional Review Act disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified state political subdivisions for non-governmental employees. | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Office of Management & Budget (OMB),SENATE | 30000 | 0 | 0 | 2017-04-11T17:17:18.143000-04:00 | |
| 1950726 | WILLIAMS AND JENSEN, PLLC ce88f478-8bfe-4970-ae4b-7827ac2f316b | Q1 | WILLIAMS AND JENSEN, PLLC | 41454 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 2017 | first_quarter | RET | Legislation and regulations affecting public pension plan. | HOUSE OF REPRESENTATIVES,SENATE | 50000 | 0 | 0 | 2017-04-12T10:34:01.457000-04:00 | |
| 1950871 | AZOA SERVICES CORP(ALLIANZ OF AMERICA) FORMERLY AZOA SERIVCES CORP/FIREMAN'S FUND(ALLIANZ OF AMERICA c2192ca5-bc99-4c1f-8ad4-b0983c9b1c4e | 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 | 2017 | 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 | 600000 | 0 | 0 | 2017-04-12T11:46:12.847000-04:00 | |
| 1950893 | NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE a0a44498-f8be-41af-87d2-04bc54f84f25 | Q1 | NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE | 27467 | NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE | 2017 | first_quarter | RET | Social Security Trust Fund Reallocation. H. Res. 5. Adopting rules for the 115th Congress. Provision creating a point of order to legislation reallocating funds from the Social Security Old Age and Survivors Insurance (OASI) Trust Fund to the Disability Insurance Trust Fund. Cost of Living Adjustment Relief. H.R. 1251, CPI-E Act of 2017; H.R. 1902, Social Security 2100 Act. Proposals to adopt the Consumer Price Index for the Elderly (CPI-E) for the purpose of determining COLAs for Social Security beneficiaries. Social Security Expansion. H.R. 1902, Social Security 2100 Act; H.R. 1114/S. 427, Social Security Expansion Act. Proposals to improve benefits and to strengthen Social Security's financing by altering the payroll tax cap, among other changes. Caregiver Social Security Credits. (No bill.) Proposals to provide Social Security wage credits for individuals who reduce their participation in the workforce or leave the workforce to provide care to specified family members and relatives. Social Security Commission. (No bill.) Proposals to require a commission to make recommendations for achieving solvency of the Social Security trust funds for 75 years. Social Security Reform. (No bill.) Proposals to achieve solvency of the Social Security trust fund by cutting benefits. Supplemental Security Income (SSI). (No bill.) Proposals to update provisions in the SSI program to reflect inflation since 1972 and to increase the asset limit to $10,000 for an individual and $15,000 for a couple. Government Pension Offset and Windfall Elimination Provision. H.R. 1205, Social Security Fairness Act of 2017. Proposals to repeal the Government Pension Offset and Windfall Elimination Provision. Windfall Elimination Provision. (No bill.) Proposals to replace the current Windfall Elimination Provision with a new Social Security formula. Protecting Social Security Benefits from Administrative Offset. (No bill.) Proposal to restore the protections of previous law preventing the government from taking away earned benefits to p… | Administration on Aging,Centers For Medicare and Medicaid Services (CMS),Executive Office of the President (EOP),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),Labor, Dept of (DOL),Natl Economic Council (NEC),Office of Management & Budget (OMB),President of the U.S.,SENATE,Social Security Administration (SSA),Treasury, Dept of,Vice President of the U.S. | 250000 | 0 | 0 | 2017-04-12T12:02:44.550000-04:00 | |
| 1950925 | WILLIAMS AND JENSEN, PLLC b32998ac-935e-4fe1-bc57-3e6a5ba959fa | Q1 | WILLIAMS AND JENSEN, PLLC | 41454 | AMERICAN COUNCIL OF LIFE INSURERS | 2017 | first_quarter | RET | Legislation and proposals impacting retirement plans. Fiduciary proposals. | HOUSE OF REPRESENTATIVES,SENATE | 60000 | 0 | 0 | 2017-04-12T12:16:22.567000-04:00 | |
| 1950939 | WILLIAMS AND JENSEN, PLLC 516d4cc2-4033-4133-b85d-d8a88780d209 | Q1 | WILLIAMS AND JENSEN, PLLC | 41454 | TRANSAMERICA COMPANIES (FORMLY AEGON) | 2017 | first_quarter | RET | Legislation impacting retirement plans; multiple employer plans. | Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,SENATE | 70000 | 0 | 0 | 2017-04-12T12:18:31.473000-04:00 | |
| 1951049 | KNIGHT CAPITOL CONSULTANTS ad0d53c5-7b7d-422a-ba3e-aaeb9987c196 | Q1 | KNIGHT CAPITOL CONSULTANTS | 40036301 | CNO FINANCIAL GROUP | 2017 | first_quarter | RET | Issues related to adequacy of long-term care and retirement coverage generally (no specific legislation); The Lifetime Income Distribution Act (no bill number yet). | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2017-04-12T13:53:42.533000-04:00 | |
| 1951097 | GROSSMANHEINZ a19de749-2c86-4929-8959-cf70a184f894 | Q1 | GROSSMANHEINZ | 401103091 | BUILDING AND CONSTRUCTION TRADES DEPARTMENT AFL-CIO | 2017 | first_quarter | RET | issues regarding the funding of Multi-Employer Pension Plans, Funding and solvency of the PBGC Multi-Employer Fund, and creation of Composite Multi-Employer Retirement Plans. No Bill Filed. | HOUSE OF REPRESENTATIVES,SENATE | 60000 | 0 | 0 | 2017-04-12T14:35:49.257000-04:00 | |
| 1951102 | GROSSMANHEINZ 26e6e841-e27e-4584-afde-19bccefd5ffb | Q1 | GROSSMANHEINZ | 401103091 | UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA | 2017 | first_quarter | RET | issues regarding the funding of Multi-Employer Pension Plans, Funding and solvency of the PBGC Multi-Employer Fund, and creation of Composite Multi-Employer Retirement Plans. No Bill Filed. | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2017-04-12T14:37:53.100000-04:00 | |
| 1951108 | GROSSMANHEINZ 717ee9b8-2e85-4b8c-bc66-074c286982a2 | Q1 | GROSSMANHEINZ | 401103091 | RETIREMENT SECURITY GROUP | 2017 | first_quarter | RET | issues regarding the funding of Multi-Employer Pension Plans, Funding and solvency of the PBGC Multi-Employer Fund. No Bill Filed. | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE | 50000 | 0 | 0 | 2017-04-12T14:40:00.490000-04:00 | |
| 1951155 | EMERSON c4f08882-c95f-4966-af89-2d29521f6195 | Q1 | EMERSON | 13506 | EMERSON | 2017 | first_quarter | RET | Pension - PBGC Premiums and Nondiscrimination rules, H.R. 1962, S. 852 | HOUSE OF REPRESENTATIVES,SENATE | 100000 | 0 | 0 | 2017-04-12T15:16:58.153000-04:00 | |
| 1951195 | RICH FEUER ANDERSON e69f29a6-3c30-4ed3-ab99-81701ed830cf | Q1 | RICH FEUER ANDERSON | 84775 | BIPARTISAN POLICY CENTER ADVOCACY NETWORK | 2017 | first_quarter | RET | Proposals to expand access to retirement savings plans and to promote sustainability of Social Security. | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2017-04-12T16:12:46.977000-04:00 | |
| 1951744 | PUBLIC SPHERE, INC. 25180d05-33a7-40eb-97f2-e68fc5085c3f | Q1 | PUBLIC SPHERE, INC. | 401104153 | LPL FINANCIAL, LLC | 2017 | first_quarter | RET | General company overview for members and staff. | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2017-04-13T12:15:35.897000-04:00 | |
| 1951768 | WILLIAMS AND JENSEN, PLLC 2970b804-a01c-416a-b141-431f2687a52b | Q1 | WILLIAMS AND JENSEN, PLLC | 41454 | TD AMERITRADE | 2017 | first_quarter | RET | Department of Labor Fiduciary proposal. | HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE | 50000 | 0 | 0 | 2017-04-13T12:27:54.107000-04:00 | |
| 1951798 | PUBLIC SPHERE, INC. b61f5c64-3714-43d8-9cc8-6003e2bc2310 | Q1 | PUBLIC SPHERE, INC. | 401104153 | PUTNAM INVESTMENTS | 2017 | first_quarter | RET | General company overview for members and staff; retirement policy; tax reform; pension reform | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2017-04-13T12:49:15.173000-04:00 | |
| 1951814 | PUBLIC SPHERE, INC. 2adbf38a-7ee8-4743-8347-d0681002cf56 | Q1 | PUBLIC SPHERE, INC. | 401104153 | GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY | 2017 | first_quarter | RET | General company overview for members and staff; retirement policy; financial services; pension reform. | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2017-04-13T12:56:26.457000-04:00 | |
| 1951845 | PUBLIC SPHERE, INC. 9912f259-f27e-4353-9e6b-90621939bd6b | Q1 | PUBLIC SPHERE, INC. | 401104153 | BOSTON ASSET MANAGEMENT ASSOCIATION, INC. | 2017 | first_quarter | RET | General overview for members and staff. | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2017-04-13T13:08:50.973000-04:00 | |
| 1952404 | MERCURY PUBLIC AFFAIRS, LLC bc9733a4-7ab7-482e-891a-6fd729ec10e6 | Q1 | MERCURY PUBLIC AFFAIRS, LLC | 70175 | PRIMERICA, INC. | 2017 | first_quarter | RET | Department of Labor final rule to change the definition of fiduciary under the Employee Retirement Income Security Act - Conflict of Interest Rule (RIN 1210-AB32); H.R. 1090, the Retail Investor Protection Act, provisions relating to the Department of Labor coordinating retail customer standards of conduct with the Securities and Exchange Commission to minimize regulatory conflicts; H.R. 4293, the Affordable Retirement Advice Protection Act; H.R. 4294, the Strengthening Access to Valuable Education and Retirement Support Act. | HOUSE OF REPRESENTATIVES,Office of Management & Budget (OMB),SENATE | 0 | 0 | 2017-04-13T15:57:17.807000-04:00 | ||
| 1952523 | REPUBLIC CONSULTING, LLC dd969753-b755-4879-aa0c-1c7468d2525d | Q1 | REPUBLIC CONSULTING, LLC | 401016871 | UNITED PARCEL SERVICE | 2017 | first_quarter | RET | Monitor multiemployer pension reform issues; Support efforts to cure troubled multiemployer pension plans. | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2017-04-13T17:06:01.240000-04:00 | |
| 1952631 | TREA SENIOR CITIZENS LEAGUE acd182bd-86ae-4185-bb7b-00891b3b294e | Q1 | TREA SENIOR CITIZENS LEAGUE | 38426 | TREA SENIOR CITIZENS LEAGUE | 2017 | first_quarter | RET | Social Security Notch Reform: H.R. 867, Social Security Trust Fund Protection: H.R. 1113, Social Security Reform: H.R. 1114 and S. 427 and H.R. 1205 and H.R. 1583 and H.R. 1631, Social Security Consumer Price Index for the Elderly: H.R. 67 and H.R. 991 and H.R. 1251, Prevention of Fraud, Waste, and Abuse: H.R. 624. | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2017-04-14T08:46:34.267000-04:00 | ||
| 1952669 | MR. ROBERT LEVI bf1f25b1-c1ab-4e7f-84d7-df361f0820dd | 1A | MR. ROBERT LEVI | 401104269 | UNITED POSTMASTERS AND MANAGERS OF AMERICA | 2017 | first_quarter | RET | Issues impacting the Civil Service Retirement System and the Federal Employees Retirement System HR 1205, the Social Security Equity Act | HOUSE OF REPRESENTATIVES,Office of Personnel Management (OPM),Postal Regulatory Commission,SENATE,U.S. Postal Service (USPS) | 25000 | 0 | 0 | 2017-04-14T09:28:56.537000-04:00 | |
| 1953466 | ALBERTINE ENTERPRISES, INC. c1e267db-2a79-40ef-a8a4-a1c06a8a9cda | Q1 | ALBERTINE ENTERPRISES, INC. | 795 | LAW OFFICE OF BART S. FISHER FOR POSTALIS BRAZIL | 2017 | first_quarter | RET | Pension issues relating to his client Postals, Postal Workers of Brazil | HOUSE OF REPRESENTATIVES,SENATE | 90000 | 0 | 0 | 2017-04-16T10:11:09.810000-04:00 | |
| 1953524 | MULLETT STRATEGIES LLC 4574a8c8-3879-4717-a8ae-3699bb5d69f8 | Q1 | MULLETT STRATEGIES LLC | 401103987 | YRC ENTERPRISE SERVICES, INC | 2017 | first_quarter | RET | Multi-employer pension plan legislative change or relief. | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2017-04-16T18:40:10.023000-04:00 | |
| 1953807 | FLEET RESERVE ASSOCIATION 7336ae2d-a7bd-4453-ae32-04038c3f110c | Q1 | FLEET RESERVE ASSOCIATION | 14781 | FLEET RESERVE ASSOCIATION | 2017 | first_quarter | RET | S.66 & H.R.303 - Retired Pay Restoration Act, S.339 & H.R.846 - Military Widow's Tax Elimination Act, H.R.333 - Disabled Veterans Tax Termination Act, H.R.1328 - American Heroes COLA Act, | HOUSE OF REPRESENTATIVES,SENATE | 120000 | 0 | 0 | 2017-04-17T10:42:09.067000-04:00 | |
| 1953841 | SQUIRE PATTON BOGGS 18249b92-db4e-4478-ac14-f12aad3aceea | Q1 | SQUIRE PATTON BOGGS | 30906 | AON SERVICE CORPORATION (FKA AON HEWITT) | 2017 | first_quarter | RET | Advice regarding retirement-related legislation and regulatory reform. | HOUSE OF REPRESENTATIVES,SENATE | 60000 | 0 | 0 | 2017-04-17T10:59:33.663000-04:00 | |
| 1953895 | THE ESOP ASSOCIATION 878d4ce4-6187-4552-a143-fe0f6a8cddb6 | Q1 | THE ESOP ASSOCIATION | 13858 | ESOP ASSOCIATION | 2017 | first_quarter | RET | Any proposed legislation in relationship to ESOPs, 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 | 45770 | 0 | 0 | 2017-04-17T11:22:17.930000-04:00 | |
| 1954112 | DEAN FOODS COMPANY 6325ffac-f3bf-42bd-a3dc-c797e8a60c7d | Q1 | DEAN FOODS COMPANY | 58396 | DEAN FOODS COMPANY | 2017 | first_quarter | RET | Provisions in the Multiemployer Pension Reform Act of 2014 included in HR 83, the Consolidated and Further Continuing Appropriations Act, 2015; additional proposals to modernize multiemployer plans. | HOUSE OF REPRESENTATIVES,SENATE | 100000 | 0 | 0 | 2017-04-17T12:39:38.877000-04:00 | |
| 1954315 | DAVIS & HARMAN LLP 83a54301-2454-419f-9d7a-6839623b6de0 | Q1 | DAVIS & HARMAN LLP | 11674 | BROKER/DEALER COORDINATION GROUP | 2017 | first_quarter | RET | Issues related to the effect of the Department of Labor's fiduciary definition regulation and coordination of such regulation with possible SEC action on broker/dealer standard of care. | HOUSE OF REPRESENTATIVES,SENATE,White House Office | 20000 | 0 | 0 | 2017-04-17T14:18:07.027000-04:00 | |
| 1954330 | DAVIS & HARMAN LLP 7bf7cc93-3f65-4011-abb2-fdb04c1b2ea6 | Q1 | DAVIS & HARMAN LLP | 11674 | EDWARD JONES INVESTMENTS | 2017 | first_quarter | RET | Issues related to the effect of the Department of Labor's fiduciary regulation and coordination with possible SEC action on broker/dealer standard of care. | HOUSE OF REPRESENTATIVES | 30000 | 0 | 0 | 2017-04-17T14:22:18.733000-04:00 | |
| 1954354 | DAVIS & HARMAN LLP 7cfe1155-f026-4df6-af07-5f1f9429b4af | Q1 | DAVIS & HARMAN LLP | 11674 | HUELER INVESTMENT SERVICES, INC. | 2017 | first_quarter | RET | Issues related to qualifying longevity annuity contracts. | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2017-04-17T14:27:33.920000-04:00 | |
| 1954363 | DAVIS & HARMAN LLP ef9ef16b-015e-4c65-94d0-62ec52707ba7 | Q1 | DAVIS & HARMAN LLP | 11674 | LPL FINANCIAL | 2017 | first_quarter | RET | Work with respect to proposals to enhance retirement savings opportunities for employers, employees, and individuals. S. 223, Senior$afe Act. | SENATE | 10000 | 0 | 0 | 2017-04-17T14:29:45.593000-04:00 | |
| 1954381 | DAVIS & HARMAN LLP fa09c5ea-4cca-444b-bcfd-b59fa861fcd9 | Q1 | DAVIS & HARMAN LLP | 11674 | NATIONAL RURAL ELECTRIC COOPERATIVE ASSN | 2017 | first_quarter | RET | Proposals related to PBGC premiums. Proposals related to plan funding. Proposals to facilitate new growth of pension plans. Proposals to reform the multiple employer plan rules, including H.R. 854, Retirement Security for American Workers Act. Proposals related to nondiscrimination testing of pension plans. H.J. Res. 66, Disapproving the rule submitted by the DOL relating to savings arrangements established by states. H.J. Res. 67, Disapproving the rule submitted by the DOL relating to savings arrangements established by state political subdivisions. | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2017-04-17T14:32:58.077000-04:00 | |
| 1954460 | DAVIS & HARMAN LLP 71aa9a6d-3aef-44d4-a064-11e323064c92 | Q1 | DAVIS & HARMAN LLP | 11674 | NATIONWIDE INSURANCE COMPANIES | 2017 | first_quarter | RET | Proposals to expand retirement plan coverage, including proposals to reform the multiple employer plan rules, including H.R. 854, Retirement Security for American Workers. Proposals related to creation of new qualified retirement plans for small business. Issues related to tax incentives for retirement savings. Issues related to the Department of Labor's regulation defining fiduciary. Qualified plan issues. Proposals that would consolidate various retirement and IRA types. Proposals related to annuity incentives. Proposals related to electronic disclosure. Plan Consolidation. House Republican Blueprint. | HOUSE OF REPRESENTATIVES | 30000 | 0 | 0 | 2017-04-17T14:55:04.190000-04:00 | |
| 1954470 | VENN STRATEGIES 11609e4d-dfab-4aed-ab20-db976b71a80e | Q1 | VENN STRATEGIES | 65191 | AMERIPRISE FINANCIAL INC | 2017 | first_quarter | RET | Legislation and regulations regarding financial institutions, investments, securities, life insurance, retirement products and issues related to retirement securities and activities of the department of labor and Treasury. | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of | 60000 | 0 | 0 | 2017-04-17T14:56:11.017000-04:00 | |
| 1954477 | DAVIS & HARMAN LLP b485294e-8832-4eb4-9e66-f89815bc1aeb | Q1 | DAVIS & HARMAN LLP | 11674 | STATE STREET BANK AND TRUST CO. | 2017 | first_quarter | RET | Issues related to expanding retirement coverage, facilitating retirement income, and increasing retirement security. Issues related to qualifying longevity annuity contracts. Issues related to state law preemption. Proposals to reform the multiple employer plan rules including H.R. 854, Retirement Security for American Workers Act. | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2017-04-17T14:58:14.957000-04:00 | |
| 1954494 | DAVIS & HARMAN LLP b9a1ec52-1bbc-46d2-8ad9-f3f16e596a4d | Q1 | DAVIS & HARMAN LLP | 11674 | WILLIS NORTH AMERICA INC | 2017 | first_quarter | RET | Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans. Issues related to government issued mortality tables. Issues related to tax incentives for retirement savings. Proposals related to nondiscrimination testing of pension plans. | 0 | 0 | 2017-04-17T15:02:24.893000-04:00 | |||
| 1954528 | NAVIGATORS GLOBAL LLC (FORMERLY DC NAVIGATORS, LLC) 7c49dfc0-3a7a-4728-896c-f6ccec6e6122 | Q1 | NAVIGATORS GLOBAL LLC (FORMERLY DC NAVIGATORS, LLC) | 85071 | UNITED PARCEL SERVICE | 2017 | first_quarter | RET | General issues - no specific legislation | HOUSE OF REPRESENTATIVES,SENATE | 40000 | 0 | 0 | 2017-04-17T15:10:50.487000-04:00 | |
| 1954535 | DAVIS & HARMAN LLP f04c0350-fafc-4492-8a64-a05bf869151a | Q1 | DAVIS & HARMAN LLP | 11674 | TRANSAMERICA LIFE INSURANCE COMPANY | 2017 | first_quarter | RET | Proposals related to retirement plans for small business. Proposals to reform the multiple employer plan rules, including H.R. 854, Retirement Security for American Workers Act. Proposals to reform the 403(b) multiple employer plan rules. Guidance related to nondiscrimination rules for defined contribution plan annuity investment products. Issues related to tax incentives for retirement savings. Issues related to income investment options. Proposals related to electronic disclosure. Plan consolidation. House Republican Blueprint. Proposals to amend the Internal Revenue Code and ERISA to avoid duplicative annual reporting. S. 223, Senior $afe Act. | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2017-04-17T15:11:54.833000-04:00 | |
| 1954751 | FORSCEY, PLLC e11a25f8-2a7c-4e21-9e0f-63c8b88aed24 | Q1 | FORSCEY, PLLC | 52880 | WRITERS GUILD OF AMERICA, WEST | 2017 | 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 | 2017-04-17T16:03:09.073000-04:00 | |
| 1954810 | THE ARC OF THE UNITED STATES f916006c-fc90-44ff-858b-111b9e9c15e2 | Q1 | THE ARC OF THE UNITED STATES | 4174 | ARC OF THE UNITED STATES | 2017 | first_quarter | RET | Improvements to Social Security Act Title II and Title XVI for people with disabilities. Supplemental Security Income program issues, provisions dealing with persons with disabilities. Social Security Disability program issues, provisions dealing with persons with disabilities. Solvency of the Social Security Trust funds. Disability claims processing. Social Security Provisions of The Bipartisan Budget Act, P. L. 114-74, implementation. Social Security's Representative Payee Program. | Centers For Medicare and Medicaid Services (CMS),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Social Security Administration (SSA),Treasury, Dept of,White House Office | 40000 | 0 | 0 | 2017-04-17T16:22:45.967000-04:00 | |
| 1955206 | THORN RUN PARTNERS 73e980b9-8b0a-42bd-95e1-5b9537978ad6 | Q1 | THORN RUN PARTNERS | 400534596 | AARP | 2017 | first_quarter | RET | Social Security changes to benefits and eligibility. | HOUSE OF REPRESENTATIVES,SENATE | 40000 | 0 | 0 | 2017-04-17T23:06:44.677000-04:00 | |
| 1955224 | THORN RUN PARTNERS 95fba45c-5332-4a96-895f-26d5f1493e07 | Q1 | THORN RUN PARTNERS | 400534596 | JACKSON NATIONAL LIFE INSURANCE COMPANY | 2017 | first_quarter | RET | Rules on plan fiduciaries' responsibilities with respect to brokerage windows in 401(k)s. | HOUSE OF REPRESENTATIVES,SENATE | 60000 | 0 | 0 | 2017-04-17T23:26:01.553000-04:00 | |
| 1955435 | CASSIDY & ASSOCIATES, INC. 03d7c538-dbfc-4385-9ef1-17ebfa8a85f5 | Q1 | CASSIDY & ASSOCIATES, INC. | 8453 | SOCIETY OF ACTUARIES | 2017 | first_quarter | RET | General legislative issues related to actuarial profession | HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of | 20000 | 0 | 0 | 2017-04-18T09:27:54.113000-04:00 | |
| 1955497 | AK STEEL HOLDING CORPORATION c37e010f-b368-4cf5-ad82-237f0108f970 | Q1 | AK STEEL HOLDING CORPORATION | 400326536 | AK STEEL HOLDING CORPORATION | 2017 | first_quarter | RET | Pension and Budget Integrity Act of 20170-S.270/H.R.71 | Army, Dept of (Corps of Engineers),Commerce, Dept of (DOC),HOUSE OF REPRESENTATIVES,SENATE,U.S. Trade Representative (USTR) | 208000 | 0 | 0 | 2017-04-18T09:48:39.163000-04:00 | |
| 1955607 | NATIONAL AIR TRAFFIC CONTROLLERS ASSOCIATION e3be0979-eb5b-4566-a20f-1df64578f012 | Q1 | NATIONAL AIR TRAFFIC CONTROLLERS ASSOCIATION | 26477 | NATIONAL AIR TRAFFIC CONTROLLERS ASSOCIATION | 2017 | first_quarter | RET | Air Traffic Control retirement issue eligibility. Controller staffing, COLA, Thrift Savings Plan, federal pensions. CIP, FERS/CSRS. Sequestration. Federal Employee Tax. FEHBP. Impact of government shutdown. Merit Systems Protection Board. HR 1364 - Official Time Reform Act. | Federal Aviation Administration (FAA),HOUSE OF REPRESENTATIVES,SENATE,Transportation, Dept of (DOT),White House Office | 266000 | 0 | 0 | 2017-04-18T10:21:16.933000-04:00 | |
| 1955834 | DAVIS & HARMAN LLP 80c0ad61-4044-463e-8c50-16fce1e3e4be | Q1 | DAVIS & HARMAN LLP | 11674 | SPARK INSTITUTE | 2017 | 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. H.R. 854 Retirement Security for American Workers. Issues related to lifetime income and auto features. | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2017-04-18T11:30:24.177000-04:00 | |
| 1955855 | DAVIS & HARMAN LLP adff0610-a433-4ca3-9eb3-5f490c2f93b7 | Q1 | DAVIS & HARMAN LLP | 11674 | TIAA | 2017 | 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. Proposals that would consolidate various retirement and IRA types. House Republican Task Force Blueprint. | HOUSE OF REPRESENTATIVES | 10000 | 0 | 0 | 2017-04-18T11:35:36.927000-04:00 | |
| 1955872 | DAVIS & HARMAN LLP 71d2cb96-c8aa-40da-b7ae-86d4eeb710bc | Q1 | DAVIS & HARMAN LLP | 11674 | VANGUARD GROUP | 2017 | 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,SENATE | 10000 | 0 | 0 | 2017-04-18T11:38:48.187000-04:00 | |
| 1955882 | DAVIS & HARMAN LLP 9fa83454-a771-4237-a2e1-5a506017a1fc | Q1 | DAVIS & HARMAN LLP | 11674 | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | 2017 | 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 lifetime income. Proposals related to tax treatment of retirement plans, IRAs, and annuity products. Issues related to the Department of Labor's regulation defining fiduciary for investment advice purposes. House Republican Task Force Blueprint. | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2017-04-18T11:41:58.267000-04:00 | ||
| 1955898 | DAVIS & HARMAN LLP 78fb3203-53ca-438f-9def-a94740084dd4 | Q1 | DAVIS & HARMAN LLP | 11674 | RETIREMENT INDUSTRY TRUST ASSOCIATION | 2017 | first_quarter | RET | Issues related to self-directed retirement savings and proposals regarding tax incentives for retirement. | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2017-04-18T11:46:11.127000-04:00 | |
| 1955988 | NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC. d9f50f71-b867-4203-a380-18e9f9d30946 | Q1 | NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC. | 26980 | NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC. | 2017 | first_quarter | RET | Law Enforcement Officers Equity Act, Social Security Fairness Act | Bureau of Justice Assistance,HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),Office of Justice Program,SENATE,White House Office | 40000 | 0 | 0 | 2017-04-18T12:01:12.077000-04:00 | |
| 1956003 | DAVIS & HARMAN LLP e75934f1-22f8-4205-85c3-d43fd8cba89f | Q1 | DAVIS & HARMAN LLP | 11674 | AMERICAN BENEFITS COUNCIL | 2017 | 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 plan rules. Proposals to modify required minimum distribution rules. Proposals that would modify limits on retirement plan contributions. Proposals related to stretch IRAs. Issues related to access to death master file. Issues related to government issues mortality tables. Proposals to amend the nondiscrimination provisions to protect older, longer service employees. Issues related to swap, margin, and capital rules. State-administered retirement plan initiatives. Annuitization with respect to defined benefit plans. QLACs. Effects of corporate integration on retirement plans. House Republican Task Force Blueprint. Proposals that would consolidate various retirement and IRA types. Proposals to create a retirement lost and found. H.J. Res. 66, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees. H.J. Res. 67, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political s… | HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of | 60000 | 0 | 0 | 2017-04-18T12:01:15.670000-04:00 | |
| 1956059 | INTERNATIONAL BROTHERHOOD OF BOILERMAKERS 19620b9a-387c-494c-bb6c-a1e2ae1f46fb | Q1 | INTERNATIONAL BROTHERHOOD OF BOILERMAKERS | 19811 | INTERNATIONAL BROTHERHOOD OF BOILERMAKERS | 2017 | first_quarter | RET | Multi-employer Pension Reform | Energy, Dept of,HOUSE OF REPRESENTATIVES,SENATE | 80000 | 0 | 0 | 2017-04-18T12:14:04.797000-04:00 | |
| 1956140 | DAVIS & HARMAN LLP 5187b8ec-de2f-4fb1-874c-7ff0c4cd409f | 1T | DAVIS & HARMAN LLP | 11674 | BUSINESS ROUNDTABLE | 2017 | 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. | Treasury, Dept of | 20000 | 0 | 1 | 2017-04-18T12:31:01.940000-04:00 | |
| 1956217 | AMERICAN ACADEMY OF ACTUARIES 90e6cccb-f90c-4231-8ec6-ef1f2be1acd3 | Q1 | AMERICAN ACADEMY OF ACTUARIES | 1318 | AMERICAN ACADEMY OF ACTUARIES | 2017 | first_quarter | RET | Lifetime income issues; applications by multiemployer pension plans in critical and declining status to suspend benefits; MPRA applications; financial wellness project of Consumer Financial Protection Bureau; participate in Federal Accounting Standards Advisory Board roundtable on MD&A for the federal budget. | Centers For Medicare and Medicaid Services (CMS),Congressional Budget Office (CBO),Consumer Financial Protection Bureau (CFPB),Federal Accounting Standards Advisory Board (FASAB),Government Accountability Office (GAO),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of | 36000 | 0 | 0 | 2017-04-18T12:44:45.410000-04:00 | |
| 1956560 | INVESTMENT COMPANY INSTITUTE cb57b3b7-6536-4e39-a275-50b6d71eefe4 | Q1 | INVESTMENT COMPANY INSTITUTE | 20128 | INVESTMENT COMPANY INSTITUTE | 2017 | first_quarter | RET | H.R. 854 - Reitrement SEcurity for American WOrkers Act (Buchanan) H.J. Res. 66 - Disapproving the DOL Rule on savings arrangements established by States (Walberg) H.J. Res. 67 - Disapproving the DOL Rule on savings arrangements established by state political subdivisions (Rooney) S.J. Res. 32 - Disapproving the DOL Rule on savings arrangements established by States (Hatch) S.J. Res. 33 - Disapproving the DOL Rule on savings arrangements established by state political subdivisions (Hatch) DOL Fiduciary Rule Lifetime Income Disclosure | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of | 1269683 | 0 | 0 | 2017-04-18T13:56:11.933000-04:00 | |
| 1956747 | THE CHARLES GROUP, LLC d81b1447-8535-43fd-a4e3-ea673ab1f63a | Q1 | THE CHARLES GROUP, LLC | 53458 | ASSOCIATION OF MATURE AMERICAN CITIZENS, INC. | 2017 | first_quarter | RET | Creation of Social Security IRA and other Social Security reforms | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2017-04-18T14:32:14.813000-04:00 | |
| 1956915 | THE CHARLES SCHWAB CORPORATION 0a1df2fa-2502-4521-9df8-96e3cfcf50d6 | Q1 | THE CHARLES SCHWAB CORPORATION | 34637 | CHARLES SCHWAB CORPORATION | 2017 | first_quarter | RET | Department of Labor Proposal Rule on the Definition of the Term Fiduciary - Delay of Applicability Date (RIN 1210-AB79) and the underlying Department of Labor Final Rule on the Definition of the Term Fiduciary and Conflicts of Interest - Retirement Investment Advice (RIN 1210-AB32) and its related Proposed Best Interest Contract Exemption, Proposed Class Exemption for Principal Transactions. Legislative proposals related to these rules. | HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE | 570000 | 0 | 0 | 2017-04-18T15:04:10.660000-04:00 | |
| 1956954 | SUMMIT STRATEGIES GOVERNMENT AFFAIRS LLC 8ae15eb2-2023-4e19-8d04-3786bcea32c2 | Q1 | SUMMIT STRATEGIES GOVERNMENT AFFAIRS LLC | 401103550 | THE ASSOCIATION OF UNION CONSTRUCTORS | 2017 | first_quarter | RET | Issues related to multiemployer pension reform. | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2017-04-18T15:08:30.613000-04:00 | |
| 1957078 | ALLIANCE FOR RETIRED AMERICANS 929bd1fc-5295-4696-aaed-bd61ae192b6e | Q1 | ALLIANCE FOR RETIRED AMERICANS | 67238 | ALLIANCE FOR RETIRED AMERICANS | 2017 | 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 7. H.R. 1251,CPI-E Act of 2017, entire bill 8. H.R. 1637, Save Social Security Act of 2017, entire bill 9. Implementation of the Multiemployer Pension Reform Act of 2014 10. S. 427, Social Security Expansion Act, entire bill 11. H.R. 1114, Social Security Expansion Act, entire bill 12. Department of Labor Conflict of Interest/Fiduciary Duty Rule, issues regarding implementation and proposals to delay the rule | Centers For Medicare and Medicaid Services (CMS),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE | 60000 | 0 | 0 | 2017-04-18T15:26:55.177000-04:00 | |
| 1957266 | THE MATHIS HARPLE GROUP 17f7051d-59c2-44c2-b464-f8e715f3a772 | Q1 | THE MATHIS HARPLE GROUP | 322911 | NEW ENGLAND TEAMSTERS & TRUCKING INDUSTRY PENSION FUND | 2017 | first_quarter | RET | Multi-employer pension legislation | 10000 | 0 | 0 | 2017-04-18T15:48:39.430000-04:00 | ||
| 1957453 | ASSOCIATION OF MATURE AMERICAN CITIZENS 46558e34-b758-40bf-81e2-5e5be4ab3070 | Q1 | ASSOCIATION OF MATURE AMERICAN CITIZENS | 400482380 | ASSOCIATION OF MATURE AMERICAN CITIZENS | 2017 | first_quarter | RET | Creation of SS IRA and other Reforms | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2017-04-18T16:27:35.950000-04:00 | |
| 1958437 | INSURED RETIREMENT INSTITUTE 5446eae3-e9d7-42f5-8548-2fdc82e39252 | Q1 | INSURED RETIREMENT INSTITUTE | 285494 | INSURED RETIREMENT INSTITUTE | 2017 | first_quarter | RET | Legislation and rulemaking affecting annuities, variable life products and retirement savings including Trump Administration and Congressional proposals on tax reform. A bill to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents (H.R. 2055, S.868). 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 rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Department of Labor rule - Savings Arrangements Established by Qualified State Political Subdivisions for Non-Governmental Employees (29 CFR Part 2510 - RIN 1210-AB76). Department of Labor rule - Savings Arrangements Established by States for Non-Governmental Employees (29 CFR Part 2510 - RIN 1210-AB71). Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. H.J. Res. 66 - Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees. H.J. Res. 67 - Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees. Automatic IRA Act of 2015 (114th Cong., H.R. 506), legislation that Amends the Internal Revenue Code to: (1) require certain employers who do not maintain qualified retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement (automatic IRA arrangement) which grants such employees the right to opt-out of participation. Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to impr… | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of | 100000 | 0 | 0 | 2017-04-19T08:29:46.393000-04:00 | |
| 1958873 | NATIONAL ORGANIZATION OF SOCIAL SECURITY CLAIMANTS' REPRESENTATIVES 2e4e2b6a-d69c-4478-88d9-2b30dfc9a662 | Q1 | NATIONAL ORGANIZATION OF SOCIAL SECURITY CLAIMANTS' REPRESENTATIVES | 28253 | NATIONAL ORGANIZATION OF SOCIAL SECURITY CLAIMANTS' REPRESENTATIVES | 2017 | first_quarter | RET | Social Security Issues | HOUSE OF REPRESENTATIVES,SENATE,Social Security Administration (SSA) | 80000 | 0 | 0 | 2017-04-19T10:13:43.767000-04:00 | |
| 1958989 | CROSSROADS STRATEGIES, LLC 3b0aacf6-41a6-4db7-9928-a38fe9f919bb | Q1 | CROSSROADS STRATEGIES, LLC | 400531586 | MORGAN STANLEY & CO LLC | 2017 | first_quarter | RET | Issues related to the Department of Labor's Fiduciary Rule. | Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,SENATE | 50000 | 0 | 0 | 2017-04-19T10:25:39.703000-04:00 | |
| 1959144 | RIVENDELL GROUP LLP c0977ac5-df89-4f85-90ee-44d9fe4e1b4d | Q1 | RIVENDELL GROUP LLP | 401103952 | COX ENTERPRISES INC. | 2017 | first_quarter | RET | Pension and budget issues | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2017-04-19T10:44:39.207000-04:00 | |
| 1959233 | WEBSTER, CHAMBERLAIN & BEAN, LLP ebf533a5-351c-41b4-b0a1-ca9b168b2829 | Q1 | WEBSTER, CHAMBERLAIN & BEAN, LLP | 40830 | NATIONAL ORGANIZATION OF SOCIAL SECURITY CLAIMANTS' REPRESENTATIVES | 2017 | first_quarter | RET | Social Security issues | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2017-04-19T10:55:29.190000-04:00 | |
| 1959517 | MINDSET ADVOCACY, LLC 05348e04-7e70-4e8f-874f-a1264add4621 | Q1 | MINDSET ADVOCACY, LLC | 296271 | LPL FINANCIAL LLC | 2017 | 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 | 30000 | 0 | 0 | 2017-04-19T11:25:05.210000-04:00 | |
| 1959880 | CROSSROADS STRATEGIES, LLC 810d4b7b-0056-4830-a258-718cd8186ecb | Q1 | CROSSROADS STRATEGIES, LLC | 400531586 | PRUDENTIAL FINANCIAL, INC. | 2017 | first_quarter | RET | Legislation to enhance retirement plan options. Issues related to 420 Transfers. Issues related to the Department of Labor's proposed Fiduciary Rule. | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2017-04-19T12:06:08.980000-04:00 | |
| 1960388 | UNIVERSITY OF IOWA 0d00913e-87bf-4557-a2e2-b0009f6fae22 | Q1 | UNIVERSITY OF IOWA | 49191 | UNIVERSITY OF IOWA | 2017 | first_quarter | RET | N/A | Administration for Children & Families (ACF),Agriculture, Dept of (USDA),Centers For Medicare and Medicaid Services (CMS),Defense, Dept of (DOD),Education, Dept of,Energy, Dept of,Health & Human Services, Dept of (HHS),Health Resources & Services Administration (HRSA),HOUSE OF REPRESENTATIVES,Natl Institutes of Health (NIH),SENATE,State, Dept of (DOS),Transportation, Dept of (DOT) | 86662 | 0 | 0 | 2017-04-19T13:22:00.943000-04:00 | |
| 1960734 | BUCHANAN INGERSOLL & ROONEY PC 111dec8b-6ef9-4b73-8605-71bc845cbae0 | Q1 | BUCHANAN INGERSOLL & ROONEY PC | 55291 | THE RITESCREEN COMPANY, LLC | 2017 | first_quarter | RET | Development of companys government relations objectives and strategy with respect to Coal Act retirees issue. | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2017-04-19T13:57:30.760000-04:00 | |
| 1960958 | PORTERFIELD, FETTIG & SEARS, LLC cb41de1f-d7c5-43c2-94e3-5221d607d218 | Q1 | PORTERFIELD, FETTIG & SEARS, LLC | 305054 | STATE FARM INSURANCE COMPANIES | 2017 | first_quarter | RET | Implementation and modification to proposed rulemaking entitled "Definition of the Term Fiduciary; Conflict of Interest Rule - Retirement Investment Advice" published by the U.S. Department of Labor (80 FR 21927). | Federal Reserve System,HOUSE OF REPRESENTATIVES,SENATE | 70000 | 0 | 0 | 2017-04-19T14:12:20.527000-04:00 | |
| 1961023 | NATIONAL EDUCATION ASSOCIATION 60308004-0bcc-4094-9d20-bca8ff989bb2 | Q1 | NATIONAL EDUCATION ASSOCIATION | 27731 | NATIONAL EDUCATION ASSOCIATION | 2017 | first_quarter | RET | GPO-WEP H.J. Res. 66 H.J. Res. 67 H.R.1205 - Social Security Fairness Act of 2017 pensions S.427 - Social Security Expansion Act Social Security Social Security Fairness Act of 2017 | Federal Communications Commission (FCC),HOUSE OF REPRESENTATIVES,SENATE | 677000 | 0 | 0 | 2017-04-19T14:18:58.763000-04:00 | |
| 1961040 | UPS (UNITED PARCEL SERVICE) a8a09622-9e35-44a0-abd0-c28a18e95720 | Q1 | UPS (UNITED PARCEL SERVICE) | 39223 | UPS (UNITED PARCEL SERVICE) | 2017 | first_quarter | RET | - Educating Congress and the Administration on the need to develop legislative solutions to solve funding problems with Critical and declining multiemployer pension plans. - Discussions on new plan design, i.e. "Composite Plans". | Commerce, Dept of (DOC),Federal Aviation Administration (FAA),Food & Drug Administration (FDA),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE,State, Dept of (DOS),Transportation, Dept of (DOT),Transportation Security Administration (TSA),Treasury, Dept of,U.S. Customs & Border Protection,U.S. Immigration & Customs Enforcement (ICE),U.S. Trade Representative (USTR),White House Office | 3009378 | 0 | 0 | 2017-04-19T14:20:02.387000-04:00 | |
| 1961075 | NATIONAL BEER WHOLESALERS ASSOCIATION 3dc44239-c5e2-41a9-90a0-b3ab3716e3ab | Q1 | NATIONAL BEER WHOLESALERS ASSOCIATION | 27274 | NATIONAL BEER WHOLESALERS ASSOCIATION | 2017 | first_quarter | RET | Issues relating to multi-employer pension plans. | Alcohol & Tobacco Tax & Trade Bureau (TTB),HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),Labor, Dept of (DOL),SENATE,Treasury, Dept of | 320000 | 0 | 0 | 2017-04-19T14:24:23.437000-04:00 | |
| 1961113 | UNITED AUTOMOBILE, AEROSPACE & AGRICULTURAL IMPLEMENT WORKERS bf874b57-7dd4-49a1-9a9a-11109ea8b038 | Q1 | UNITED AUTOMOBILE, AEROSPACE & AGRICULTURAL IMPLEMENT WORKERS | 39052 | UNITED AUTOMOBILE AEROSPACE & AGRICULTURAL IMPLEMENT WORKERS | 2017 | first_quarter | RET | Pension Funding Legislation; Investor Protection Fiduciary Regulations; PROMESA Implementation. | Education, Dept of,Energy, Dept of,Environmental Protection Agency (EPA),Health & Human Services, Dept of (HHS),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Natl Highway Traffic Safety Administration (NHTSA),Office of Management & Budget (OMB),SENATE,U.S. International Trade Commission (ITC),U.S. Trade Representative (USTR),White House Office | 480000 | 0 | 0 | 2017-04-19T14:26:43.623000-04:00 | |
| 1961353 | INTERNATIONAL ASSOCIATION OF MACHINISTS AND AEROSPACE WORKERS 13066d03-df84-40fa-8265-0ad1a7a3437e | Q1 | INTERNATIONAL ASSOCIATION OF MACHINISTS AND AEROSPACE WORKERS | 19775 | INTERNATIONAL ASSOCIATION OF MACHINISTS AND AEROSPACE WORKERS | 2017 | first_quarter | RET | Oppose Composite Pension Plan (No Bill Number) | HOUSE OF REPRESENTATIVES,SENATE,White House Office | 515000 | 0 | 0 | 2017-04-19T14:43:43.500000-04:00 | |
| 1961507 | HANCE SCARBOROUGH 3e582de9-f275-41cb-986f-4c3718b69f48 | Q1 | HANCE SCARBOROUGH | 17443 | ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS | 2017 | first_quarter | RET | Issues related to social security benefits for public educators. | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2017-04-19T15:01:20.980000-04:00 | ||
| 1961578 | WILLIAMS AND JENSEN, PLLC 92366629-6398-4271-b810-ec887035d249 | Q1 | WILLIAMS AND JENSEN, PLLC | 41454 | AMERICAN EQUITY INVESTMENT LIFE HOLDING COMPANY | 2017 | first_quarter | RET | Benefit distributions in the form of annuities. Fiduciary Rule. | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of | 30000 | 0 | 0 | 2017-04-19T15:10:06.813000-04:00 | |
| 1961702 | DAVIS & HARMAN LLP 8a3414b6-8055-4066-ab74-b90cbac6a9f1 | Q1 | DAVIS & HARMAN LLP | 11674 | LINCOLN NATIONAL CORPORATION | 2017 | first_quarter | RET | Comprehensive pension and retirement savings legislation. | HOUSE OF REPRESENTATIVES,Treasury, Dept of | 10000 | 0 | 0 | 2017-04-19T15:23:27.600000-04:00 | |
| 1961861 | VENABLE LLP 479b580f-f087-494a-8689-377ab575809c | Q1 | VENABLE LLP | 39941 | ASSOCIATION OF FOOD AND DAIRY RETAILERS, WHOLESALERS AND MANUFACTURERS | 2017 | first_quarter | RET | Provisions in the Multiemployer Pension Reform Act of 2014 (MPRA) included in H. R. 83, the Consolidated and Further Continuing Appropriations Act, 2015 (Pub. Law 113-235); additional proposals to modernize multiemployer plans; and final regulations related to MPRA. | HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of | 80000 | 0 | 0 | 2017-04-19T15:34:00.960000-04:00 | |
| 1961931 | AMERICAN BENEFITS COUNCIL d62111e3-52d6-4870-9647-4220b3134595 | Q1 | AMERICAN BENEFITS COUNCIL | 4675 | AMERICAN BENEFITS COUNCIL | 2017 | first_quarter | RET | Tax reform - employer sponsored retirement tax incentives and other proposals Protecting American Families Retirement Advice Act - H.R. 355 Pension and Budget Integrity Act of 2017 - S. 270/H.R. 761 Retirement Security for American Workers Act - H.R. 854 Bill to Amend the Employee Retirement Income Security act of 1974 (ERISA) to require a lifetime income disclosure - S. 868 Retirement Security Preservation Act of 2017 - S.852/H.R. 1962 Lifetime Income Disclosure Act - H.R. 2055 Savings Enhancement by Alleviating Leakage in 401(k) Savings Act - H.R. 2030 Regulatory and Other Minimum Present Value Requirements for Distributions, Section 417(e) Mortality table updates Non-discrimination issues affecting defined benefit plans PBGC premiums PBGC Early Warning Program Hybrid plan rules, including Pension Equity Plans Fiduciary Definition Delay Presidential Executive Order: Reducing Regulation and Controlling Regulatory Cost Presidential Executive Order: Core Principles for Regulating the United States Financial System Joint Resolutions disapproving of the U.S. Department of Labors (DOL) regulations validating state-based retirement plans - H.J. RES. 66 & H. J. RES. 67 Un-cleared Swap Margin Requirements EEO-1 Form - annual Employer Information Report - Request for Review New Claims Procedures - Disability Benefits (DOL, EBSA) Executive & nonqualified deferred compensation Multiemployer pension plan issues State retirement plan initiatives Plan administration - certification of hardship withdrawals and determination letter program Paid leave proposals and issues Student loan repayment benefit Missing Participants | Centers For Medicare and Medicaid Services (CMS),Equal Employment Opportunity Commission (EEOC),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 | 308018 | 0 | 0 | 2017-04-19T15:39:49.400000-04:00 | |
| 1962576 | THE NICKLES GROUP, LLC 228fb3e0-0e93-4586-a211-2ab011ec9a95 | Q1 | THE NICKLES GROUP, LLC | 293335 | METROPOLITAN LIFE INSURANCE COMPANY | 2017 | first_quarter | RET | S.J. Res. 32 and S.J. Res. 33, Congressional Review Act resolutions relating to Department of Labor rules on state and local savings arrangements. | HOUSE OF REPRESENTATIVES,SENATE | 60000 | 0 | 0 | 2017-04-19T16:23:11.653000-04:00 | |
| 1962692 | ALIGNMENT GOVERNMENT STRATEGIES 63c75450-ba4c-4696-b718-743ccdcae456 | Q1 | ALIGNMENT GOVERNMENT STRATEGIES | 401103295 | AARP | 2017 | first_quarter | RET | issues pertaining to older Americans, including Medicare and Social Security | HOUSE OF REPRESENTATIVES,SENATE | 40000 | 0 | 0 | 2017-04-19T16:35:20.703000-04:00 |
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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);