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lobbying_activities

Individual lobbying activities reported in quarterly filings. Each row is one issue area for one client — includes the specific issues lobbied on, government entities contacted, and income/expense amounts.

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

1,082 rows where filing_year = 2017 and issue_code = "RET" sorted by filing_year descending

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  • fourth_quarter 283
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  • RET · 1,082 ✖

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  • 2017 · 1,082 ✖
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);
Powered by Datasette · Queries took 1547.963ms · Data license: Public Domain (U.S. Government data) · Data source: Federal Register API & Regulations.gov API