lobbying_activities
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1,157 rows where filing_year = 2018 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2101413 | OWENS-ILLINOIS, INC e8c83741-acdf-4a44-94a5-a8db62923a5c | Q1 | OWENS-ILLINOIS, INC | 49646 | OWENS-ILLINOIS INC | 2018 | first_quarter | RET | Pension and retirement issues; PBGC Premiums. | Environmental Protection Agency (EPA),HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of,U.S. Trade Representative (USTR) | 200000 | 0 | 0 | 2018-03-29T15:22:01.447000-04:00 | |
| 2101527 | ASSOCIATION OF MATURE AMERICAN CITIZENS 9630f17c-2fdf-4f3c-b431-7e8e6543bc2a | Q1 | ASSOCIATION OF MATURE AMERICAN CITIZENS | 400482380 | ASSOCIATION OF MATURE AMERICAN CITIZENS | 2018 | first_quarter | RET | Creation of SS IRA and other Reforms | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2018-04-02T11:38:08.230000-04:00 | |
| 2102016 | MWR CONSULTING 549be391-971d-419a-830d-4b0c4755d698 | Q1 | MWR CONSULTING | 401104301 | HOLLISTER, INC. | 2018 | first_quarter | RET | Employee Retirement Income Security Act | Centers For Medicare and Medicaid Services (CMS),HOUSE OF REPRESENTATIVES,SENATE | 45000 | 0 | 0 | 2018-04-04T11:24:14.950000-04:00 | |
| 2102103 | ALLON ADVOCACY, LLC 0c6067ca-749c-47db-97c6-43d95f73d440 | Q1 | ALLON ADVOCACY, LLC | 401104657 | YODLEE INC. | 2018 | first_quarter | RET | Fiduciary standards, including the Department of Labor's fiduciary rule. | Consumer Financial Protection Bureau (CFPB),Federal Deposit Insurance Corporation (FDIC),Federal Reserve System,Financial Crimes Enforcement Network (FinCEN),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Natl Economic Council (NEC),Office of the Comptroller of the Currency (OCC),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of | 100000 | 0 | 0 | 2018-04-04T15:05:47.180000-04:00 | |
| 2102911 | SHEET METAL & AIR CONDITIONING CONTRACTORS NAT'L ASSN 9485ecf0-7700-4745-953a-b24ba4da318a | Q1 | SHEET METAL & AIR CONDITIONING CONTRACTORS NAT'L ASSN | 35068 | SHEET METAL & AIR CONDITIONING CONTRACTORS NAT'L ASSN | 2018 | first_quarter | RET | Support Davis-Bacon - Oppose The Transportation Investment Recalibration to Equality (TIRE) Act Support strengthening the multiemployer pension system - The GROW Act, H.R. 4997 | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2018-04-09T12:19:41.213000-04:00 | ||
| 2102919 | MR. DONALD KANIEWSKI f1215077-4131-454c-b77a-43aa9e95fdcd | Q1 | MR. DONALD KANIEWSKI | 322693 | LABORERS INTERNATIONAL UNION OF NORTH AMERICA | 2018 | 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 | 22500 | 0 | 0 | 2018-04-09T12:38:45.613000-04:00 | |
| 2102986 | MULLETT STRATEGIES LLC 5c49d19d-d46f-43f3-8f0d-78fab015e130 | Q1 | MULLETT STRATEGIES LLC | 401103987 | YRC ENTERPRISE SERVICES, INC | 2018 | first_quarter | RET | Multi-employer pension plan legislative change or relief. | Federal Motor Carrier Safety Administration,HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2018-04-09T14:40:33.600000-04:00 | |
| 2103170 | BUILDING AND CONSTRUCTION TRADES DEPT., AFL-CIO ed082eba-d3c5-4c11-a935-b987e2a1dfe9 | Q1 | BUILDING AND CONSTRUCTION TRADES DEPT., AFL-CIO | 7383 | BUILDING AND CONSTRUCTION TRADES DEPT AFL-CIO | 2018 | first_quarter | RET | Multi-Employer Pension Plan Reform - Lobbied to promote general pension reform that will help trustees strengthen pension plans with the cooperation of both labor and management. No bill. HR 4997 - Giving Retirement Options to Workers Act of 2018 - To amend the Employee Retirement Income Security Act of 1974 and the Internal Revenue Code of 1986 to authorize a new composite multiemployer pension plan design. Entire bill. | HOUSE OF REPRESENTATIVES,SENATE,White House Office | 150000 | 0 | 0 | 2018-04-10T10:58:20.200000-04:00 | |
| 2103204 | MR. ROBERT CARLSTROM JR. fe19a4a7-2d31-4a74-bce0-4507cc4c632d | Q1 | MR. ROBERT CARLSTROM JR. | 48281 | ASSOCIATION OF MATURE AMERICAN CITIZENS | 2018 | first_quarter | RET | Social Security and retirement savings | Executive Office of the President (EOP),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,SENATE,White House Office | 16500 | 0 | 0 | 2018-04-10T11:15:48.617000-04:00 | |
| 2103215 | DANEA KEHOE 3de6f695-fc16-4dbc-a976-9fcca0e2eb8d | Q1 | DANEA KEHOE | 67570 | NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS | 2018 | first_quarter | RET | Pension simplification, lifetime disclosure isssues | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE | 10000 | 0 | 0 | 2018-04-10T11:26:59.660000-04:00 | |
| 2103352 | THE CHARLES GROUP, LLC 04f9f0b7-ae43-42fb-9a3d-89a89159ec02 | Q1 | THE CHARLES GROUP, LLC | 53458 | ASSOCIATION OF MATURE AMERICAN CITIZENS, INC. | 2018 | first_quarter | RET | Creation of Social Security IRA and other Social Security reforms | Executive Office of the President (EOP),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2018-04-10T14:57:02.933000-04:00 | |
| 2103543 | SIFF & ASSOCIATES PLLC 08718496-8211-476a-9a9d-9c2aa0d2ed9c | Q1 | SIFF & ASSOCIATES PLLC | 400665998 | CENTER FOR CAPITAL MARKETS COMPETITIVENESS, U.S. CHAMBER OF COMMERCE | 2018 | first_quarter | RET | Proposed rule to extend the transition period and delay the applicability dates of the "Definition of the Term 'Fiduciary'; Conflict of Interest Rule-Retirement Investment Advice" final rule and related Prohibited Transaction Exemptions; 82 Fed. Reg. 41365 (August 31, 2017). Seeking to ensure that any changes to U.S. Department of Labor Interpretive Bulletin 2015-1 relating to fiduciary standards under ERISA in considering economically targeted investments, published Oct. 26, 2015, do not needlessly curtail pension fund investments in infrastructure development that are otherwise prudent investments for a plan to make. | Consumer Financial Protection Bureau (CFPB),HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),Labor, Dept of (DOL),SENATE | 20000 | 0 | 0 | 2018-04-10T16:40:57.727000-04:00 | |
| 2103547 | SIFF & ASSOCIATES PLLC 02d3fd0d-ad7a-4925-a7b0-d6a3a5fef903 | Q1 | SIFF & ASSOCIATES PLLC | 400665998 | FMR LLC | 2018 | first_quarter | RET | Proposed rule to extend the transition period and delay the applicability dates of the "Definition of the Term 'Fiduciary'; Conflict of Interest Rule-Retirement Investment Advice" final rule and related Prohibited Transaction Exemptions; 82 Fed. Reg. 41365 (August 31, 2017). Interpretation of section 3(5) of ERISA in the U.S. Department of Labor's Notice of Proposed Rulemaking on when employers may join together to form a group health plan under ERISA; RIN 1210-AB85; January 5, 2018 and possible impacts on retirement plans that use the same definitions under section 3(5). Proposals to facilitate the creation of open multiple employer plans (open MEPs) to promote retirement savings. | Labor, Dept of (DOL),SENATE | 50000 | 0 | 0 | 2018-04-10T16:45:00.993000-04:00 | |
| 2103776 | SIFF & ASSOCIATES PLLC 2a1625d5-fc59-4b3d-b270-83809618d64d | Q1 | SIFF & ASSOCIATES PLLC | 400665998 | SIGNATORY WALL AND CEILING CONTRACTORS ALLIANCE | 2018 | first_quarter | RET | H.R. 4997, the "Giving Retirement Options to Workers (GROW) Act," legislation to amend the Employee Retirement Income Security Act and the Internal Revenue Code to authorize a new composite multiemployer pension plan design; entire bill. Legislative recommendations of the Joint Select Committee on Solvency of Multiemployer Pension Plans to improve the solvency of the multiemployer pension system (no bill introduced). General education concerning the need for the Select Committee on Multiemployer Pension Reform to address more than just "red zone" plans and to provide for the long-term stability of the multiemployer pension system. | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE | 30000 | 0 | 0 | 2018-04-11T10:19:32.620000-04:00 | |
| 2103923 | MR. ROBERT LEVI 5aed929f-5c7a-49c9-a7bc-7655e5ff2326 | Q1 | MR. ROBERT LEVI | 401104269 | UNITED POSTMASTERS AND MANAGERS OF AMERICA | 2018 | first_quarter | RET | Issues impacting the Civil Service Retirement System and the Federal Employees Retirement System HR 1205/S 915, the Social Security Equity Act HR 873, Thrift Savings Plan Modernization Act HR 1251, CPI-E Act | Federal Retirement Thrift Investment Board,HOUSE OF REPRESENTATIVES,Office of Personnel Management (OPM),Postal Regulatory Commission,SENATE,U.S. Postal Service (USPS) | 20000 | 0 | 0 | 2018-04-11T12:03:44.837000-04:00 | |
| 2103933 | AMERICAN COUNCIL OF LIFE INSURERS 942ea62d-4a80-45ff-a867-7c84590621e5 | Q1 | AMERICAN COUNCIL OF LIFE INSURERS | 2115 | AMERICAN COUNCIL OF LIFE INSURERS | 2018 | first_quarter | RET | S. 2526 / H.R. 5282 - The Retirement Enhancement and Savings Act (RESA) Issue: Retirement Security S.2474 - Retirement Savings Lost and Found Act of 2018. Issue: Facilitates location of lost participants. H.R. 3857 - Protecting Advice from Small Savers Act of 2017. Issue: Nullifies the DOLs fiduciary rule. H.R. 854 - the Retirement Security for American Workers Act. Issue: expanding retirement savings plans. S. 1383: Retirement Security Act of 2017. Issue: retirement security H.R. 1 - Tax Cuts and Jobs Act. Issue: tax reform as it pertains to life insurance H.R. 2055/ S. 868 - Lifetime Income Disclosure Act. Issue: lifetime income illustration S. 1321, the Affordable Retirement Advice Protection Act. Issue: alternative to the DOL fiduciary rule H.R. 2823, the Affordable Retirement Advice for Savers Act. Issue: alternative to the DOL fiduciary rule H.R. 4610, the RETIRE Act. Issue: electronic delivery of retirement statements. H.R. 4524, the Retirement Simplification and Enhancement Act. Issue: 401(k) plan improvements and lifetime income provisions. H.R. 4523, the Automatic Retirement Plan Act. Issue: mandatory 401(k) H.R. 4637, The Small Businesses Add Value for Employees (SAVE) Act of 2017. Issue: various retirement savings improvement provisions. H.R. 4604, The Increasing Access to a Secure Retirement Act. Issue: measures to bolster Americans retirement security and annuity selection safe harbor. NPP Pub.L. 111-148-The Patient Protection and Affordable Care Act, Issue: Assessments under state-based insurance exchanges. H.R.4225/S.2241 Draft legislation amending Affordable Care Act provisions on health exchange assessments. Issue: Health Exchange Assessments HR 1625/Public Law No: 115-141 Consolidated Appropriations Act, 2018 to support funding for SSA and SSDI hearing backlog. Issue: disability insurance. H.R. ___/S.___ Draft legislation on tax treatment and consumer financing for long-term care insurance. Issue: expanding long term care insurance coverage H.R.____/S._____ Draft … | HOUSE OF REPRESENTATIVES,SENATE | 908700 | 0 | 0 | 2018-04-11T12:04:48.367000-04:00 | |
| 2104126 | AZOA SERVICES CORP(ALLIANZ OF AMERICA) FORMERLY AZOA SERIVCES CORP/FIREMAN'S FUND(ALLIANZ OF AMERICA 8c8be5dc-761c-4877-a17e-c9b5b712c67a | 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 | 2018 | 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 | 510000 | 0 | 0 | 2018-04-11T15:32:30.703000-04:00 | |
| 2104535 | CASSIDY & ASSOCIATES, INC. e82462a5-6718-4075-a71d-765e0eec02f6 | Q1 | CASSIDY & ASSOCIATES, INC. | 8453 | SOCIETY OF ACTUARIES | 2018 | first_quarter | RET | General legislative issues related to actuarial profession | HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of | 20000 | 0 | 0 | 2018-04-12T10:22:05.600000-04:00 | |
| 2104626 | INTERNATIONAL UNION OF POLICE ASSOCIATIONS, AFL-CIO 1534cf10-b05d-4f74-a82e-83a2629015a5 | Q1 | INTERNATIONAL UNION OF POLICE ASSOCIATIONS, AFL-CIO | 50400 | INTERNATIONAL UNION OF POLICE ASSOCIATIONS AFL-CIO | 2018 | first_quarter | RET | HR1205, Medicare for those with mandatory retirement age (public safety). | HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),SENATE | 20000 | 0 | 0 | 2018-04-12T10:50:44.483000-04:00 | |
| 2104786 | AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES 2835eeef-7b66-46f6-a5c7-32a3b5cb147f | Q1 | AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES | 3481 | AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES | 2018 | first_quarter | RET | H.R. 4523 - Automatic Retirement Plan Act of 2017 H.R. 4524 - Retirement Plan Simplification and Enhancement Act of 2017 H.R. 5282 - Retirement Enhancement and Savings Act of 2018 H.R. 761 - Pension and Budget Integrity Act of 2017 H.R. 854 - Retirement Security for American Workers Act H.R. 929 - Small Business Start-up Savings Accounts Act of 2017 H.R. 1083 - American Savings Account Act of 2017 H.R. 1688 - A bill to avoid duplicative annual reporting under the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974, and for other purposes. H.R. 2055 - Lifetime Income Disclosure Act H.R. 3499 - Automatic IRA Act of 2017 H.R. 3596 - Rightsizing Pension Premiums Act of 2017 H.R. 1 - An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018. H.R. 4610 - Receiving Electronic Statements To Improve Retiree Earnings Act H.J. Res. 66 - A joint resolution 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 joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees. S. 270 - Pension Budget Integrity Act of 2017 S. 695 - A bill to avoid duplicative annual reporting under the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974, and for other purposes. S. 868 - Lifetime Income Disclosure Act S. 1383 - Retirement Security Act of 2017 S. 1861 - Automatic IRA Act of 2017 S. 2526 - Retirement Enhancement and Savings Act of 2018 S.J. Res. 32 - A joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees. S.J. Res. 33 - A joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qu… | HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),Securities & Exchange Commission (SEC),SENATE | 161503 | 0 | 0 | 2018-04-12T11:51:29.183000-04:00 | |
| 2104838 | NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC. cab119a7-0585-44d3-924b-59fe51ade929 | Q1 | NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC. | 26980 | NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC. | 2018 | first_quarter | RET | Social Security Fairness Act; Government Pension Offset and Windfall Elimination Provision reform; protecting state and local public pensions; opposition to the Public Employee Pension Transparency Act | Bureau of Justice Assistance,Federal Communications Commission (FCC),HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),Office of Justice Program,SENATE,White House Office | 40000 | 0 | 0 | 2018-04-12T12:19:05.567000-04:00 | |
| 2105058 | NATIONAL FEDERATION OF THE BLIND 92d740d2-7fcb-45c8-967c-7557223b9f6a | Q1 | NATIONAL FEDERATION OF THE BLIND | 401103561 | NATIONAL FEDERATION OF THE BLIND | 2018 | 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),Transportation, Dept of (DOT) | 30000 | 0 | 0 | 2018-04-12T15:54:31.607000-04:00 | |
| 2105091 | NATIONAL FEDERATION OF THE BLIND c31714d9-ada1-46ee-a686-3069f63943ae | 1A | NATIONAL FEDERATION OF THE BLIND | 401103561 | NATIONAL FEDERATION OF THE BLIND | 2018 | 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),Transportation, Dept of (DOT) | 30000 | 0 | 0 | 2018-04-12T16:04:42.823000-04:00 | |
| 2105303 | TREA SENIOR CITIZENS LEAGUE 603c37dd-fbd0-461e-9851-791b433c194b | Q1 | TREA SENIOR CITIZENS LEAGUE | 38426 | TREA SENIOR CITIZENS LEAGUE | 2018 | 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 S. 915 and H.R. 1583 and H.R. 1631 and H.R. 1902 and H.R. 2855 and H.R. 3302 and S. 1600 and H.Res. 659 and H.R. 4521 and H.R. 5302 and S. 1739, Social Security Consumer Price Index for the Elderly: H.R. 67 and H.R. 991 and H.R. 1251 and H.R. 2016 and H.R. 2896 and H.R. 4076, Prevention of Fraud, Waste, and Abuse: H.R. 624 and H.R. 3934 and H.R. 3105. | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2018-04-13T10:29:48.677000-04:00 | ||
| 2105468 | CAPITOL HILL STRATEGIES, LLC af32916d-4f86-4978-915b-57c8124aa99e | Q1 | CAPITOL HILL STRATEGIES, LLC | 91774 | DELTA AIR LINES, INC. | 2018 | first_quarter | RET | Technical fixes to HR 1, An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018; provisions to enhance retirement plan options | HOUSE OF REPRESENTATIVES,SENATE | 60000 | 0 | 0 | 2018-04-13T13:02:52.213000-04:00 | |
| 2105474 | CAPITOL HILL STRATEGIES, LLC 1943ae28-d758-450c-a9dd-bcfb9e20468a | Q1 | CAPITOL HILL STRATEGIES, LLC | 91774 | FMR LLC | 2018 | first_quarter | RET | Issues related to finalized Department of Labor regulations on investment advice (Fiduciary Rule) | HOUSE OF REPRESENTATIVES,SENATE | 40000 | 0 | 0 | 2018-04-13T13:05:54.760000-04:00 | |
| 2105493 | CAPITOL HILL STRATEGIES, LLC 9328a61f-ed08-4265-92d6-5caa8eb7df95 | Q1 | CAPITOL HILL STRATEGIES, LLC | 91774 | INVESTMENT COMPANY INSTITUTE | 2018 | first_quarter | RET | Legislation to enhance retirement plan options. | HOUSE OF REPRESENTATIVES,SENATE | 40000 | 0 | 0 | 2018-04-13T13:32:06.597000-04:00 | |
| 2105499 | CAPITOL HILL STRATEGIES, LLC cfd3d4a4-0552-4e9f-8953-d489dd32d6e6 | Q1 | CAPITOL HILL STRATEGIES, LLC | 91774 | PRINCIPAL FINANCIAL GROUP | 2018 | first_quarter | RET | Issues related to proposed Department of Labor regulations on investment advice (Fiduciary Rule) | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2018-04-13T13:37:10.393000-04:00 | |
| 2105762 | HOLLAND & KNIGHT LLP 3ee58dda-9760-4d99-b3e7-cfde5319c6d0 | Q1 | HOLLAND & KNIGHT LLP | 18466 | CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. | 2018 | 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 | 2018-04-13T17:24:32.790000-04:00 | |
| 2105901 | MR. MARK REY ce49b5c4-ed78-44ea-967d-7acb4304f696 | Q1 | MR. MARK REY | 400454181 | NATIONAL OLDER WORKERS CAREER CENTER | 2018 | 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 | 2018-04-15T12:02:13.210000-04:00 | ||
| 2105902 | PETER TURZA 20a2f2fe-191a-41f9-b4a9-b6f242fc0839 | Q1 | PETER TURZA | 401103236 | ABF FREIGHT SYSTEMS, INC. | 2018 | 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 | 2018-04-15T12:02:14.553000-04:00 | |
| 2106486 | SQUIRE PATTON BOGGS 030b9d21-9dfd-4567-8f96-ae35bbe1c76c | Q1 | SQUIRE PATTON BOGGS | 30906 | AON SERVICE CORPORATION (FKA AON HEWITT) | 2018 | first_quarter | RET | Advice regarding retirement-related legislation and regulatory reform. | HOUSE OF REPRESENTATIVES,SENATE | 60000 | 0 | 0 | 2018-04-16T13:40:48.010000-04:00 | |
| 2106668 | FLEET RESERVE ASSOCIATION 4fbb02a4-95bd-40d8-b087-709c216da6b8 | Q1 | FLEET RESERVE ASSOCIATION | 14781 | FLEET RESERVE ASSOCIATION | 2018 | first_quarter | RET | S.339/H.R.846 - Military Widow's Tax Elimination Act, S.1411 - provide for a five-year extension of the payment of the special survivor indemnity allowance under the Survivor Benefit Plan, H.R.3011 - Military Retiree Survivor Comfort Act, H.R.888 - improve dependency and indemnity compensation for survivors of certain totally disabled veterans | HOUSE OF REPRESENTATIVES,SENATE | 120000 | 0 | 0 | 2018-04-16T14:41:17.430000-04:00 | |
| 2106694 | NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE 710e8b0a-a946-46d1-a00a-a42724a372fd | Q1 | NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE | 27467 | NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE | 2018 | first_quarter | RET | Adopting Rules for the 115th Congress. H. Res. 5: 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; H.R. 1114/S. 427, Social Security Expansion Act; H.R. 2855, Social Security for Future Generations Act of 2017; H.R. 2896, the Fair COLA for Seniors Act of 2017: Proposals to adopt the Consumer Price Index for the Elderly (CPI-E) for the purpose of determining cost-of-living adjustments (COLAs) for Social Security beneficiaries. Social Security Expansion. H.R. 1902, Social Security 2100 Act; H.R. 1114/S. 427, Social Security Expansion Act; H.R. 2855, Social Security for Future Generations Act of 2017: Proposals to improve benefits and to strengthen Social Security's financing by altering the payroll tax cap, among other changes. Caregiver Social Security Credits. S. 1255, Social Security Caregivers Credit Act of 2017: Proposal 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. H.R. 3423, Social Security Commission Act: Proposal 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. H.R. 3307, Supplemental Security Income Restoration Act: Proposal 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. Social Security Government Pension Offset and Windfall Elimination Provision. H.R. 1205, Social Security Fairness Act of 2017: Proposal to repeal the Government Pension Offset and Windfall Eli… | 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 | 2018-04-16T14:52:34.357000-04:00 | |
| 2107000 | CAPITOL COUNSEL LLC ae88ee0e-2a2d-45eb-a658-aadb18dacae2 | 1T | CAPITOL COUNSEL LLC | 313715 | SECURE OUR SAVINGS, INC. | 2018 | first_quarter | RET | Advice and advocacy related to tax reform's impact on the retirement plan savings incentives. | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 1 | 2018-04-16T17:24:17.560000-04:00 | |
| 2107922 | AMERICAN POSTAL WORKERS UNION, AFL-CIO d4373ceb-b816-4689-8f62-f799fa086d21 | Q1 | AMERICAN POSTAL WORKERS UNION, AFL-CIO | 3138 | AMERICAN POSTAL WORKERS UNION AFL-CIO | 2018 | first_quarter | RET | H.R. 1251 CPI-E Act of 2017 H.R. 1205 Social Security Fairness Act of 2017 S. 915 Social Security Fairness Act of 2017 S. 427 Social Security Expansion Act | HOUSE OF REPRESENTATIVES,SENATE | 100000 | 0 | 0 | 2018-04-17T13:07:49.547000-04:00 | |
| 2107958 | ATLAS ADVOCACY 3ffad4f5-39b2-470e-960c-f0cb403fe76b | Q1 | ATLAS ADVOCACY | 401100069 | UNITED MINE WORKERS OF AMERICA | 2018 | first_quarter | RET | Pension and healthcare. | HOUSE OF REPRESENTATIVES,SENATE | 36000 | 0 | 0 | 2018-04-17T13:15:17.767000-04:00 | |
| 2108058 | INTERNATIONAL ASSOCIATION OF MACHINISTS AND AEROSPACE WORKERS 2410fa2d-d227-46d6-961f-2c2a71140c22 | Q1 | INTERNATIONAL ASSOCIATION OF MACHINISTS AND AEROSPACE WORKERS | 19775 | INTERNATIONAL ASSOCIATION OF MACHINISTS AND AEROSPACE WORKERS | 2018 | first_quarter | RET | Support Butch Lewis Act H.R. 4444 & S. 2147 Oppose The Rightsizing Pension Premiums Act of 2017 H.R. 3596 Joint Select Committee on Multiemployer Pensions (No Bill Number) Oppose Composite Pension Plan (No Bill Number) | AMTRAK - Natl Railroad Passenger Corporation,HOUSE OF REPRESENTATIVES,SENATE,White House Office | 415000 | 0 | 0 | 2018-04-17T13:40:31.827000-04:00 | |
| 2108123 | NATIONAL COUNCIL OF FARMER COOPERATIVES 66a25e4b-443e-479d-809a-6292c688098b | Q1 | NATIONAL COUNCIL OF FARMER COOPERATIVES | 27638 | NATIONAL COUNCIL OF FARMER COOPERATIVES | 2018 | first_quarter | RET | H.R. 3596 Rightsizing Pension Premiums Act of 2017; provisions impacting agriculture and farmer cooperatives H.R. 5282, Retirement Enhancement and Savings Act of 2018; provisions impacting agriculture and farmer cooperatives | Agriculture, Dept of (USDA),Army, Dept of (Corps of Engineers),Commerce, Dept of (DOC),Commodity Futures Trading Commission (CFTC),Environmental Protection Agency (EPA),Food & Drug Administration (FDA),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Transportation, Dept of (DOT),U.S. Trade Representative (USTR) | 528000 | 0 | 0 | 2018-04-17T13:58:19.540000-04:00 | |
| 2108130 | THE CHARLES SCHWAB CORPORATION ae8cb3e7-2ec7-424d-9631-ecae1e79697a | Q1 | THE CHARLES SCHWAB CORPORATION | 34637 | CHARLES SCHWAB CORPORATION | 2018 | first_quarter | RET | 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. | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of | 500000 | 0 | 0 | 2018-04-17T13:58:20.977000-04:00 | |
| 2108151 | INTERNATIONAL BROTHERHOOD OF BOILERMAKERS 98837105-1a75-4689-bb91-2b81c66f7aa1 | Q1 | INTERNATIONAL BROTHERHOOD OF BOILERMAKERS | 19811 | INTERNATIONAL BROTHERHOOD OF BOILERMAKERS | 2018 | first_quarter | RET | Multi-employer Pension Reform | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE | 80000 | 0 | 0 | 2018-04-17T14:07:36.873000-04:00 | |
| 2108298 | NATIONWIDE MUTUAL INSURANCE COMPANY d3418792-e12d-441d-b574-442a12e6a692 | Q1 | NATIONWIDE MUTUAL INSURANCE COMPANY | 26411 | NATIONWIDE MUTUAL INSURANCE COMPANY | 2018 | first_quarter | RET | H.R. 5282. S. 2526, Retirement Enhancement and Security Act (RESA) Allowing for open multiple employer plans: HR. 854, HR. 4637 Increasing retirement plan start-up credit for small business plans: HR. 4637, HR. 3902 Removing 10% auto-escalation limit: HR. 4637 Nondiscrimination testing: HR. 1962 PBGC premiums for CSEC plans: HR. 3596 Form 5500 reforms: HR. 1688 Portability of Lifetime income products: HR. 3910 403(b) retirement account participation clarification: HR. 2341 Annuity provider selection safe harbor: HR. 4604 Treatment of stipend payments: HR. 2916 Lifetime Income Disclosure: HR. 2055, S. 868 Tax treatment of qualified reimbursement payments to volunteer emergency responders: HR. 1550 H.R. 4610, RETIRE Act-- E-Delivery of retirement plan documents H.R. 4524, the Retirement Simplification and Enhancement Act--401(k) plan improvements and lifetime income provisions. H.R. 4523, the Automatic Retirement Plan Act--mandatory 401(k) H.R. 4637, The Small Businesses Add Value for Employees (SAVE) Act of 2017--various retirement savings improvement provisions. H.R. 4604, The Increasing Access to a Secure Retirement Act--measures to bolster Americans retirement security and annuity selection safe harbor. H.R 3758, S. 223, Senion$afe Act-- This bill will provide immunity from suit for certain individuals who disclose potential examples of financial exploitation of senior citizens. Issue: protecting seniors financial security. H.R.3857, PASS Act of 2017--Alternative to the DOL fiduciary rule SEC Best Interest Standard of Care for providing financial advice Department of Labor Fiduciary Rule for investment advice and related Congressional activity | Federal Deposit Insurance Corporation (FDIC),Federal Emergency Management Agency (FEMA),Federal Reserve System,Health & Human Services, Dept of (HHS),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Transportation, Dept of (DOT),Treasury, Dept of,U.S. Copyright Office,U.S. Postal Service (USPS) | 1150000 | 0 | 0 | 2018-04-17T14:50:15.143000-04:00 | |
| 2108301 | THE ESOP ASSOCIATION 566afc78-236d-4f62-a664-b6263e23c17f | Q1 | THE ESOP ASSOCIATION | 13858 | ESOP ASSOCIATION | 2018 | first_quarter | RET | Any proposed legislation potentially impacting ESOP creation and operation, and employee ownership issues and generally all legislative proposals to amend the Employee Retirement Security Act of 1974. Above areas include tax and labor law issues embedded in the Employee Retirement Security Act of 1974 and the Federal Internal Revenue Code, and laws encouraging other Federal agencies to promote creation and operation of ESOPs. | HOUSE OF REPRESENTATIVES | 68302 | 0 | 0 | 2018-04-17T14:50:17.533000-04:00 | |
| 2108721 | DAVIS & HARMAN LLP baf77fcd-6237-422a-b1e2-7c2d7ea8f12b | Q1 | DAVIS & HARMAN LLP | 11674 | BROKER/DEALER COORDINATION GROUP | 2018 | 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. H.R. 2823 Affordable Retirement Advice for Savers Act. S.1321, Affordable Retirement Advice Protection Act. Legislative proposals to address the fiduciary issue. H.R. 3857, Protecting Advice for Small Savers Act. Preemption of state fiduciary rules. | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE | 10000 | 0 | 0 | 2018-04-17T16:21:05.327000-04:00 | |
| 2108757 | DAVIS & HARMAN LLP 3d3eb067-5e44-4dbc-a917-17fb31333b09 | Q1 | DAVIS & HARMAN LLP | 11674 | EDWARD JONES INVESTMENTS | 2018 | 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. Proposals related to small business retirement issues. S. 223, Senior$afe Act. SIMPLE IRAs. Proposals related to "Rothification." Issues relating to expanding retirement coverage and increasing retirement security. S. 2526/H.R. 5282, Retirement Enhancement and Savings Act of 2016. | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2018-04-17T16:30:28.847000-04:00 | |
| 2108778 | DAVIS & HARMAN LLP dc4262b5-efdc-42eb-ad67-089f06d21704 | Q1 | DAVIS & HARMAN LLP | 11674 | LPL FINANCIAL | 2018 | first_quarter | RET | Work with respect to proposals to enhance retirement savings opportunities for employers, employees, and individuals. S. 223, Senior$afe Act. Small business tax credit. Issues related to the Department of Labor's regulation defining fiduciary. H.R. 3902, Small Employer Retirement Savings Auto-Enrollment Credit Act. SIMPLE IRAs. Proposals related to "Rothification." H.R. 4524, the Retirement Plan Simplification and Enhancement Act. S. 2526/H.R. 5282, Retirement Enhancement and Savings Act of 2016. H.R. 1625, Consolidated Appropriations Act. | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE | 10000 | 0 | 0 | 2018-04-17T16:34:51.207000-04:00 | |
| 2108781 | DAVIS & HARMAN LLP 0156f96b-6097-4956-8d4c-7bbc660de6e1 | Q1 | DAVIS & HARMAN LLP | 11674 | NATIONWIDE INSURANCE COMPANIES | 2018 | 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, including H.R. 4610, the RETIRE Act. Proposals related to Rothification. H.R. 4524, the Retirement Plan Simplification and Enhancement Act. H.R. 4604, Increasing Access to a Secure Retirement Act. S. 2526/H.R. 5282, Retirement Enhancement and Savings Act of 2016. H.R. 1625, Consolidated Appropriations Act. | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2018-04-17T16:35:53.490000-04:00 | |
| 2108787 | DAVIS & HARMAN LLP 60539bfa-bd23-4f85-84d8-065630a6cd67 | Q1 | DAVIS & HARMAN LLP | 11674 | NATIONAL RURAL ELECTRIC COOPERATIVE ASSN | 2018 | 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.R. 3596, Rightsizing Pension Premiums Act. Proposals related to defined benefit plan administration. Proposals related to "Rothification." H.R. 4524, the Retirement Plan Simplification and Enhancement Act. S. 2526/H.R. 5282, Retirement Enhancement and Savings Act of 2016. H.R. 1625, Consolidated Appropriations Act. | HOUSE OF REPRESENTATIVES,SENATE | 50000 | 0 | 0 | 2018-04-17T16:36:56.990000-04:00 | |
| 2108802 | DAVIS & HARMAN LLP 242e8451-01b0-43e4-b024-7d0137321554 | Q1 | DAVIS & HARMAN LLP | 11674 | STATE STREET BANK AND TRUST CO. | 2018 | 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. Proposals related to environmental, social, and governance criteria. Kids Savings Accounts. H.R. 3910, to amend the Internal Revenue Code of 1986 to make lifetime income and managed account options of defined contribution retirement savings plans portable. Proposals related to "Rothification." S. 223, Senior$afe Act. H.R. 4523, the Automatic Retirement Plan Act. H.R. 4524, the Retirement Plan Simplification and Enhancement Act. S. 2526/H.R. 5282, Retirement Enhancement and Savings Act of 2016. H.R. 1625, Consolidated Appropriations Act. | HOUSE OF REPRESENTATIVES,SENATE,White House Office | 30000 | 0 | 0 | 2018-04-17T16:39:03.850000-04:00 | |
| 2108812 | DAVIS & HARMAN LLP 92c922fa-4f47-43f9-accb-5fd587edbd0b | Q1 | DAVIS & HARMAN LLP | 11674 | TRANSAMERICA LIFE INSURANCE COMPANY | 2018 | 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. 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, including H.R. 4610, the RETIRE Act. Plan consolidation. Proposals to amend the Internal Revenue Code and ERISA to avoid duplicative annual reporting. S. 223, Senior $afe Act. H.R. 3910, to make lifetime income and managed account options of defined contribution retirement savings plans portable. H.R. 4524, the Retirement Plan Simplification and Enhancement Act. H.R. 4604, Increasing Access to a Secure Retirement Act. S. 2526/H.R. 5282, Retirement Enhancement and Savings Act of 2016. H.R. 1625, Consolidated Appropriations Act. | HOUSE OF REPRESENTATIVES,SENATE | 40000 | 0 | 0 | 2018-04-17T16:40:09.880000-04:00 | |
| 2109114 | FTI GOVERNMENT AFFAIRS e34b25da-64a2-4d86-ba92-1dea4adb6bd8 | Q1 | FTI GOVERNMENT AFFAIRS | 401054971 | OFFICIAL COMMITTEE OF RETIRED EMPLOYEES OF THE COMMONWEALTH OF PUERTO RICO | 2018 | first_quarter | RET | Pensions. | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2018-04-17T19:11:09.177000-04:00 | |
| 2109197 | BLACKROCK FUNDS SERVICES GROUP, LLC 6cc7c387-c078-49f3-844d-34d7a35a4b27 | Q1 | BLACKROCK FUNDS SERVICES GROUP, LLC | 400534597 | BLACKROCK FUNDS SERVICES GROUP LLC | 2018 | first_quarter | RET | Issues related to fiduciary standards, retirement security and savings, including related tax reforms, retirement income products and retirement income disclosures | Commodity Futures Trading Commission (CFTC),Executive Office of the President (EOP),Federal Reserve System,HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of | 580000 | 0 | 0 | 2018-04-17T22:00:15.800000-04:00 | |
| 2109465 | DAVIS & HARMAN LLP 4b347980-0df1-465f-97b7-aebf56298447 | Q1 | DAVIS & HARMAN LLP | 11674 | AMERICAN BENEFITS COUNCIL | 2018 | first_quarter | RET | Proposals related to retirement plan enhancements. Proposals relating to defined benefit plans, including plan funding and multiemployer plan issues. 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 and mediation 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 issued 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. Proposals that would consolidate various retirement and IRA types. Proposals to create a retirement lost and found. Kids Savings Accounts. Proposals related to "Rothification". Proposals related to the establishment of savings accounts for emergencies. H.R. 3910, to amend the Internal Revenue Code of 1986 to make lifetime income and managed account options of defined contribution retirement savings plans portable. H… | HOUSE OF REPRESENTATIVES,SENATE,White House Office | 50000 | 0 | 0 | 2018-04-18T09:50:11.860000-04:00 | |
| 2109869 | VANGUARD GROUP fa698d4d-36dd-4187-a1cb-9fee71dbb0d8 | Q1 | VANGUARD GROUP | 291058 | VANGUARD GROUP | 2018 | first_quarter | RET | Issues in support of providing for electronic delivery of ERISA mandated retirement information, including H.R. 4610, the RETIRE Act Issues related to the Department of Labors proposed fiduciary standard regulations as well as their effective date Issues related to tax incentives for retirement savings; encourage retention of current tax incentives Issues related to employee benefit plan administration Issues related to limitations on retirement plan contributions or assets Issues related to state-based and municipal based retirement plans for private sector workers Issues related to multiple-employer retirement plans Issues related to retirement coverage proposals Issues related to removing the prohibition on 403(b) plans investing in collective investment trusts Issues related to expanding relief under IRS Employee Plans Compliance Resolution Systems (EPCRS) Issues related to auto-enrollment safe harbor Issues related to improving, simplifying, and enhancing retirement plans, including S. 2526 and H.R. 5282, the Retirement Enhancement and Savings Act, and H.R. 4524,the Retirement Plan Simplification and Enhancement Act Issues related to lifetime income options Issues related to federal budget implications for retirement and health benefits Issues related to universal savings account vehicles | Commodity Futures Trading Commission (CFTC),Federal Reserve System,Federal Trade Commission (FTC),Government Accountability Office (GAO),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of | 610000 | 0 | 0 | 2018-04-18T11:27:40.423000-04:00 | |
| 2109930 | DPWN HOLDINGS (USA) INC. (FORMERLY KNOWN AS DEUTSCHE POST WORLD NET USA, INC.) a97d575b-e2de-4c1a-9dac-b0f5269df9f7 | Q1 | DPWN HOLDINGS (USA) INC. (FORMERLY KNOWN AS DEUTSCHE POST WORLD NET USA, INC.) | 82237 | DPWN HOLDINGS (USA) INC. (FORMERLY KNOWN AS DEUTSCHE POST WORLD NET-USA, INC.) | 2018 | first_quarter | RET | Pension Funding - advocate for multi-employer pension reform. | Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,SENATE,Transportation, Dept of (DOT),Transportation Security Administration (TSA) | 31250 | 0 | 0 | 2018-04-18T11:37:15.990000-04:00 | |
| 2110102 | HOGAN LOVELLS US LLP 497d3fb7-3f02-4fe8-95af-4d0adc81e978 | Q1 | HOGAN LOVELLS US LLP | 18422 | CALIFORNIA STATE TEACHERS' RETIREMENT SYSTEM | 2018 | first_quarter | RET | Possible proposals to impose mandatory coverage under Social Security of state and local government employees and provide relief under Social Security benefit offsets; proposals regarding Medicare coverage. | HOUSE OF REPRESENTATIVES,SENATE | 60000 | 0 | 0 | 2018-04-18T12:14:57.507000-04:00 | |
| 2110173 | HOGAN LOVELLS US LLP 253fc246-d071-4a8a-9566-ae0ab465b78b | Q1 | HOGAN LOVELLS US LLP | 18422 | CONSTRUCTION EMPLOYERS OF AMERICA | 2018 | first_quarter | RET | H.R. 4997, "GROW Act", all provisions | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2018-04-18T12:26:42.060000-04:00 | |
| 2110177 | WINNING STRATEGIES WASHINGTON f3b22a38-3f93-47c3-b2c3-dcbceaef3f93 | Q1 | WINNING STRATEGIES WASHINGTON | 50796 | NATIONAL TROOPERS COALITION | 2018 | first_quarter | RET | Social Security Fairness Act (H.R. 1205) Social Security Fairness Act of 2017 (S.915) | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2018-04-18T12:26:43.420000-04:00 | |
| 2110185 | MCGUIREWOODS CONSULTING (A SUBSIDIARY OF MCGUIREWOODS LLP) 7861ad1e-1ce7-4aef-b11d-37449a7160ce | Q1 | MCGUIREWOODS CONSULTING (A SUBSIDIARY OF MCGUIREWOODS LLP) | 24486 | STARBUCKS | 2018 | first_quarter | RET | Tax Reform; Education Tax Provisions; NAFTA | HOUSE OF REPRESENTATIVES,SENATE | 60000 | 0 | 0 | 2018-04-18T12:27:47.217000-04:00 | |
| 2110209 | WINNING STRATEGIES WASHINGTON 74d98e3b-4b76-441b-b784-1e3cbb23962a | Q1 | WINNING STRATEGIES WASHINGTON | 50796 | NEW JERSEY STATE FUNERAL DIRECTORS ASSOCIATION | 2018 | first_quarter | RET | Pension and Benefit Legislation | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2018-04-18T12:32:02.610000-04:00 | |
| 2110272 | WINNING STRATEGIES WASHINGTON 5bd3dcc4-c9dc-4587-bbc5-ccae31ee2458 | Q1 | WINNING STRATEGIES WASHINGTON | 50796 | PRUDENTIAL | 2018 | first_quarter | RET | Retirement. | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2018-04-18T12:47:36.617000-04:00 | |
| 2110564 | GIRL SCOUTS OF THE U.S.A. 82ed4df9-0ec3-46d3-81cc-7587e0ab08dd | 1A | GIRL SCOUTS OF THE U.S.A. | 16236 | GIRL SCOUTS OF THE U.S.A. | 2018 | first_quarter | RET | H.R.5282/S.2526 - Retirement Enhancement and Savings Act H.R.3596 - Rightsizing Pension Premiums Act of 2017 | HOUSE OF REPRESENTATIVES,SENATE | 52849 | 0 | 0 | 2018-04-18T13:41:00.160000-04:00 | |
| 2110720 | PRINCIPAL FINANCIAL GROUP 8db2f1fd-c1c4-412d-b6e2-e03b96db4547 | Q1 | PRINCIPAL FINANCIAL GROUP | 32178 | PRINCIPAL FINANCIAL GROUP | 2018 | first_quarter | RET | HR 761/S270: Pension and Budget Integrity Act of 2017 - This bill prohibits provisions that increase or extend an increase of Pension Benefit Guaranty Corporation (PBGC) premiums from being counted as an offset to determine budget points of order for legislation in the House or the Senate. H.R.854 Retirement Security for American Workers Act: This bill amends the Internal Revenue Code and the Employee Retirement Income Security Act of 1974 (ERISA) to modify the qualification requirements for certain multiple employer retirement plans. A multiple employer plan that meets certain criteria may not be disqualified or otherwise lose its tax-favored status because one or more participating employers fail to take actions required with respect to the plan. The bill applies to a multiple employer defined contribution plan or a plan that consists of Individual Retirement Accounts that either: (1) is sponsored by employers that both have a common interest other than having adopted the plan and control the plan, or (2) have a pooled plan provider. The bill does not apply unless the terms of the plan require a noncompliant employer to, subject to the discretion of the Internal Revenue Service, (1) transfer assets of the plan attributable to the employees of the noncompliant employer to other specified retirement plans, and (2) be liable for plan liabilities attributable to employees of the noncompliant employer. For the purposes of this bill, a defined contribution plan that is established or maintained for the purpose of providing benefits to the employees of two or more employers and that meets certain requirements (a pooled employer plan) is treated for the purposes of ERISA as a single plan that is a multiple employer plan. The bill modifies reporting requirements under ERISA that apply to pooled employer and multiple employer plans. H.R.1688 /S.695: This bill requires the Department of the Treasury and the Department of Labor to cooperate to modify specified returns required for deferred compensation plans and other e… | HOUSE OF REPRESENTATIVES,SENATE | 965000 | 0 | 0 | 2018-04-18T14:00:27.607000-04:00 | |
| 2110853 | MILLER STRATEGIES, LLC 82bc9c92-536d-4111-b690-907635628243 | Q1 | MILLER STRATEGIES, LLC | 401104313 | CHARLES SCHWAB & CO., INC. | 2018 | first_quarter | RET | Issues as they relate to retirement savings. | HOUSE OF REPRESENTATIVES | 10000 | 0 | 0 | 2018-04-18T14:25:45.357000-04:00 | |
| 2110995 | UNISYS CORPORATION d6badb13-4e2c-488b-8c45-7a76c04f1064 | Q1 | UNISYS CORPORATION | 39028 | UNISYS CORPORATION | 2018 | first_quarter | RET | Pension reform | Agriculture, Dept of (USDA),Air Force, Dept of,Commerce, Dept of (DOC),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,SENATE | 180000 | 0 | 0 | 2018-04-18T14:45:04.083000-04:00 | |
| 2111156 | DYKEMA GOSSETT PLLC 4b6eacdf-6585-4d56-910f-bfc876b35c74 | Q1 | DYKEMA GOSSETT PLLC | 12915 | JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) | 2018 | first_quarter | RET | Lobbied on Retirement Enhancement and Savings Account S.2526/H.R. 5282 Lobbied on legislation on portability of lifetime income and managed accounts H.R. 3910. | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2018-04-18T15:15:39.193000-04:00 | |
| 2111385 | JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) e7f9de19-a4b4-43e1-b777-c34a39e41963 | Q1 | JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) | 17454 | JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) | 2018 | first_quarter | RET | s.3471 - Retirement Enhancement and Savings Act of 2016 | HOUSE OF REPRESENTATIVES,SENATE | 310000 | 0 | 0 | 2018-04-18T15:39:54.033000-04:00 | |
| 2111550 | HANCE SCARBOROUGH 38a23ecd-80b6-4233-83e0-b6d080a43562 | Q1 | HANCE SCARBOROUGH | 17443 | ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS | 2018 | first_quarter | RET | Issues related to social security benefits for public educators. | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2018-04-18T16:02:17.293000-04:00 | |
| 2111751 | UPS (UNITED PARCEL SERVICE) f8b51d7e-dddc-4f2f-aa6a-a0ab2287f461 | Q1 | UPS (UNITED PARCEL SERVICE) | 39223 | UPS (UNITED PARCEL SERVICE) | 2018 | first_quarter | RET | - HR4444,S.2147 "Rehabilitation for Multiemployer Pensions Act"MEPPRA Funding - advocate for multi-employer pension reform. | Commerce, Dept of (DOC),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. Trade Representative (USTR),White House Office | 3674521 | 0 | 0 | 2018-04-18T16:27:00.027000-04:00 | |
| 2111803 | K&L GATES, LLP 3a26273f-a1f8-4408-b824-7b5a1af0b51d | Q1 | K&L GATES, LLP | 32098 | CHARLES SCHWAB & CO., INC. | 2018 | first_quarter | RET | H.R. 10, Financial CHOICE Act of 2017, entire bill. Issues related to the Securities and Exchange Commission's request for public comment on a fiduciary duty rule. Regulatory issues regarding fiduciary duties pertaining to investment and retirement security. | 20000 | 0 | 0 | 2018-04-18T16:36:34-04:00 | ||
| 2112309 | INVESTMENT COMPANY INSTITUTE ae91898f-8f1a-4eda-abf8-f4fdbe0963a4 | Q1 | INVESTMENT COMPANY INSTITUTE | 20128 | INVESTMENT COMPANY INSTITUTE | 2018 | first_quarter | RET | H.R. 2055 - Lifetime income Disclosure Act (Messer) H.R. 2823 - Affordable Retirement Advice for Savers Act (Roe) H.R. 4158 - Retirement Plan Modernization Act (Walberg) H.R. 4610 - Receiving Electronic Statements to Improve Retiree Earnings (RETIRE) Act S. 868 - Lifetime Income Disclosure Act (Isakson) S. 1321 - Affordable Retirement Advice Protection Act (Isakson) DOL Fiduciary Rule | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of | 1396868 | 0 | 0 | 2018-04-18T18:26:31.367000-04:00 | |
| 2112446 | J.C. WATTS COMPANIES 1babeb9a-12fe-451a-99c5-56f26523a706 | Q1 | J.C. WATTS COMPANIES | 87858 | INSURED RETIREMENT INSTITUTE (FORMERLY KNOWN AS INVESTMENT RETIREMENT INSTITUTE | 2018 | first_quarter | RET | DOL Fiduciary rule | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of | 22500 | 0 | 0 | 2018-04-18T21:06:51.937000-04:00 | |
| 2112893 | DAVIS & HARMAN LLP 772fde08-1147-499a-8a31-38ba3a86bad6 | Q1 | DAVIS & HARMAN LLP | 11674 | RETIREMENT INDUSTRY TRUST ASSOCIATION | 2018 | first_quarter | RET | S. 2526/H.R. 5282, Retirement Enhancement and Savings Act of 2016. H.R. 4523, the Automatic Retirement Plan Act. H.R. 4524, the Retirement Plan Simplification and Enhancement Act. Issues related to self-directed retirement savings and proposals regarding tax incentives for retirement. | 10000 | 0 | 0 | 2018-04-19T09:05:35.793000-04:00 | ||
| 2112912 | DAVIS & HARMAN LLP 1719b99c-7680-4266-ae45-21693086411f | Q1 | DAVIS & HARMAN LLP | 11674 | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | 2018 | 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. H.R. 4610, the RETIRE Act. H.R. 4604, Increasing Access to a Secure Retirement Act. H.R. 1625, Consolidated Appropriations Act. S. 2526/H.R. 5282, Retirement Enhancement and Savings Act of 2016. | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2018-04-19T09:08:42.327000-04:00 | ||
| 2112915 | DAVIS & HARMAN LLP 95dcca9d-2971-469a-a805-e27eaff3f2e1 | Q1 | DAVIS & HARMAN LLP | 11674 | VANGUARD GROUP | 2018 | 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, including H.R. 4610, the RETIRE Act. | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2018-04-19T09:10:45.607000-04:00 | |
| 2112924 | DAVIS & HARMAN LLP a3584959-545b-4a95-94db-e5d4d07780a9 | Q1 | DAVIS & HARMAN LLP | 11674 | VOYA SERVICES COMPANY | 2018 | first_quarter | RET | Issues related to retirement and taxation. House Republican Task Force Blueprint. Issues related to employee benefit plan administration and electronic delivery of IRC- and ERISA- mandated statements and disclosures. Proposals that would consolidate various retirement and IRA types. H.R. 1, the Tax Cuts and Jobs Act. H.R. 4610, the RETIRE Act. H.R. 1625, Consolidated Appropriations Act. S. 2526/H.R. 5282, Retirement Enhancement and Savings Act of 2016. | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2018-04-19T09:12:53.377000-04:00 | |
| 2112929 | CHARTWELL STRATEGY GROUP LLC 1da3e990-77ca-4b07-9b9d-3344f854c301 | Q1 | CHARTWELL STRATEGY GROUP LLC | 401104750 | BOSTON ASSET MANAGEMENT ASSOCIATION, INC. | 2018 | first_quarter | RET | General overview for members and staff. | HOUSE OF REPRESENTATIVES,SENATE | 50000 | 0 | 0 | 2018-04-19T09:14:55.737000-04:00 | |
| 2112932 | DAVIS & HARMAN LLP 2c47feff-bcad-4caf-b340-0ab46de72130 | Q1 | DAVIS & HARMAN LLP | 11674 | TIAA | 2018 | 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. H.R. 4610, the RETIRE Act. H.R. 4637, the SAVE Act. H.R. 4604, Increasing Access to a Secure Retirement Act. S. 2526/H.R. 5282, Retirement Enhancement and Savings Act of 2016. | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2018-04-19T09:14:56.907000-04:00 | |
| 2112941 | DAVIS & HARMAN LLP 33ad9e25-f3c8-42c0-ab08-a142b279c2b5 | Q1 | DAVIS & HARMAN LLP | 11674 | INSPIRA FINANCIAL | 2018 | first_quarter | RET | Issues related to retirement savings. Issues related to automatic rollovers, missing participants, and cash-out limits. H.R. 4158, the Retirement Plan Modernization Act. S. 2474, Retirement Savings Lost and Found Act. | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2018-04-19T09:17:03.300000-04:00 | |
| 2112945 | DAVIS & HARMAN LLP 21761ec3-bd7b-424f-a8ae-3c887f35e8ca | Q1 | DAVIS & HARMAN LLP | 11674 | SPARK INSTITUTE | 2018 | 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. H.R. 4610, the RETIRE Act. H.R. 1625, Consolidated Appropriations Act. S. 2526/H.R. 5282, Retirement Enhancement and Savings Act of 2016. | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2018-04-19T09:19:07.050000-04:00 | |
| 2113022 | CHARTWELL STRATEGY GROUP LLC 2c62c98e-f6db-4d45-97d2-2208c48989ff | Q1 | CHARTWELL STRATEGY GROUP LLC | 401104750 | EMPOWER RETIREMENT LLC (FKA GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY) | 2018 | first_quarter | RET | General Overview for members and staff, retirement policy, financial services, pension reform. | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2018-04-19T09:31:40.667000-04:00 | |
| 2113083 | CHARTWELL STRATEGY GROUP LLC 40e413c4-fb41-4be7-b33b-ab7470c500cd | Q1 | CHARTWELL STRATEGY GROUP LLC | 401104750 | LPL FINANCIAL, LLC | 2018 | first_quarter | RET | General overview for members and staff. | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2018-04-19T09:38:09.590000-04:00 | |
| 2113390 | DAVIS & HARMAN LLP d8032b84-c887-4f3c-8f95-526b0c3aca1e | Q1 | DAVIS & HARMAN LLP | 11674 | LINCOLN NATIONAL CORPORATION | 2018 | first_quarter | RET | Comprehensive pension and retirement savings legislation. | SENATE | 10000 | 0 | 0 | 2018-04-19T10:18:04.080000-04:00 | |
| 2113461 | BUCHANAN INGERSOLL & ROONEY PC 3f3fe7c9-a5a3-4393-b2a9-c5e4e254d3e3 | Q1 | BUCHANAN INGERSOLL & ROONEY PC | 55291 | THE RITESCREEN COMPANY, LLC | 2018 | first_quarter | RET | Development of companys government relations objectives and strategy with respect to Coal Act retirees issue. | HOUSE OF REPRESENTATIVES,SENATE | 40000 | 0 | 0 | 2018-04-19T10:23:39.160000-04:00 | |
| 2113475 | BUCHANAN INGERSOLL & ROONEY PC a247b8cf-5411-41a4-bd37-e22b388f71c9 | Q1 | BUCHANAN INGERSOLL & ROONEY PC | 55291 | THE RITESCREEN COMPANY, LLC | 2018 | first_quarter | RET | Development of companys government relations objectives and strategy with respect to Coal Act retirees issue. | HOUSE OF REPRESENTATIVES,SENATE | 40000 | 0 | 0 | 2018-04-19T10:24:46.537000-04:00 | |
| 2113492 | COVINGTON & BURLING LLP 9e3a447e-2847-4b1b-8e42-55339ee013bb | Q1 | COVINGTON & BURLING LLP | 11195 | UNISYS CORPORATION | 2018 | first_quarter | RET | Pension reform. | HOUSE OF REPRESENTATIVES,SENATE | 50000 | 0 | 0 | 2018-04-19T10:27:56.820000-04:00 | |
| 2113560 | COVINGTON & BURLING LLP 7de2482d-66ec-4738-b507-0dca7a8535f0 | Q1 | COVINGTON & BURLING LLP | 11195 | JOHN HANCOCK LIFE INSURANCE COMPANY (USA) (FKA JOHN HANCOCK FIN. SERVICES, INC.) | 2018 | first_quarter | RET | Retirement security. | HOUSE OF REPRESENTATIVES,SENATE | 70000 | 0 | 0 | 2018-04-19T10:34:30.650000-04:00 | |
| 2113639 | PAUL V. BEDDOE GOVERNMENT AFFAIRS, LLC 5e0325bf-e2a2-4c91-9eaa-0bf9a6f89230 | Q1 | PAUL V. BEDDOE GOVERNMENT AFFAIRS, LLC | 401104606 | NATIONAL ASSOCIATION OF GOVERNMENT DEFINED CONTRIBUTION ADMINISTRATORS, INC. | 2018 | first_quarter | RET | 1. Potential Roth legislation 2. Supporting National Retirement Security Week 3. Opposing potential provisions which would consolidate defined contribution plans 4. Supporting improvements to governmental defined contribution plans | HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of | 20000 | 0 | 0 | 2018-04-19T10:42:28.247000-04:00 | |
| 2113668 | MERCURY PUBLIC AFFAIRS, LLC 88e3cda0-401a-4b55-9252-829d2e43d7c6 | Q1 | MERCURY PUBLIC AFFAIRS, LLC | 70175 | PRIMERICA, INC. | 2018 | 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 | 30000 | 0 | 0 | 2018-04-19T10:45:44.890000-04:00 | |
| 2113744 | FINANCIAL EXECUTIVES INTERNATIONAL be9d2f20-9ca5-42a8-8b65-8f79c8b31493 | Q1 | FINANCIAL EXECUTIVES INTERNATIONAL | 14520 | FINANCIAL EXECUTIVES INTERNATIONAL | 2018 | first_quarter | RET | Retirement plans; tax policy related to retirement plans, nondiscrimination testing in pension plans, multiemployer defined benefit pension plans; PBGC premium increases | Commodity Futures Trading Commission (CFTC),Defense Contract Audit Agency (DCAA),Defense, Dept of (DOD),Federal Deposit Insurance Corporation (FDIC),Federal Reserve System,Government Accountability Office (GAO),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Natl Economic Council (NEC),Pension Benefit Guaranty Corporation (PBGC),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of | 27450 | 0 | 0 | 2018-04-19T10:51:29.127000-04:00 | |
| 2113870 | NATIONAL AIR TRAFFIC CONTROLLERS ASSOCIATION fa1895f5-099d-437a-80e5-127b18ed45c3 | Q1 | NATIONAL AIR TRAFFIC CONTROLLERS ASSOCIATION | 26477 | NATIONAL AIR TRAFFIC CONTROLLERS ASSOCIATION | 2018 | first_quarter | RET | Air Traffic Control retirement issue eligibility. Controller staffing, Thrift Savings Plan, federal pensions. CIP, FERS/CSRS. Sequestration. Federal Employee Tax. FEHBP. Impact of government shutdown. Merit Systems Protection Board. Retired military controllers. Air Traffic Controller Federal Employees Retirement System Supplemental Retirement. HR 1364 - Official Time Reform Act. H.Con.Res.71 - FY 18 House Budget Resolution - Annuity Supplement. H.R. 3303 - Retirement Benefits. | Federal Aviation Administration (FAA),HOUSE OF REPRESENTATIVES,SENATE,Transportation, Dept of (DOT) | 237000 | 0 | 0 | 2018-04-19T11:00:46.820000-04:00 | |
| 2113932 | CHARTWELL STRATEGY GROUP LLC 58f0dfc7-6b7d-4fc7-9049-531274288028 | Q1 | CHARTWELL STRATEGY GROUP LLC | 401104750 | PUTNAM INVESTMENTS | 2018 | first_quarter | RET | General Overview for members and staff, retirement policy, tax reform, pension reform | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2018-04-19T11:04:17.697000-04:00 | |
| 2113963 | PRUDENTIAL FINANCIAL, INC. 7a8c4b50-a405-4818-b8de-2cb72952ae17 | Q1 | PRUDENTIAL FINANCIAL, INC. | 32338 | PRUDENTIAL FINANCIAL INC | 2018 | first_quarter | RET | S. 223, H.R. 3758 - SeniorSafe Act of 2017 H.R. 78 - SEC Regulatory Accountability Act H.R. 5282, S. 2526 - Retirement Enhancement and Savings Act H.R. 854, S. 1383 - Multiple Small Employer Plans - issues relating to MEPs/MSEPs S. 868, H.R. 2055 - Lifetime Income Disclosure & Regulatory Issues - all provisions H.R. 3499 - Automatic IRA - all Provisions H.R. 4523 - Automatic Retirement Plan Act of 2017 No Bill # - Proposed DOL Fiduciary Regulations - all provisions H.R. 4524 - Retirement Plan Simplification and Enhancement Act of 2017 H.R. 2823 - Affordable Retirement Advice for Savers Act H.R. 3910 - To amend the IRS Code of 1986 to make lifetime income and managed accounts options of defined contribution retirement savings plans portable N/A - GMWB Interpretive Issues in terms of possible guidance H.R. 4610 - Electronic Disclosure - ERISA/Internal Revenue Code - issues/provisions relating to the use of electronic disclosure by employee benefit plans H.R. 4604, H.R. 4637, H.R. 4524 - Issues relating to Annuity Selection Safe Harbor H.R. 355 - Protecting American Families' Retirement Advice Act | Commodity Futures Trading Commission (CFTC),Consumer Financial Protection Bureau (CFPB),Federal Highway Administration (FHA),Federal Housing Finance Agency (FHFA),Federal Reserve System,HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Office of Management & Budget (OMB),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of | 1970000 | 0 | 0 | 2018-04-19T11:07:38.057000-04:00 | |
| 2114042 | P STREET PROJECT, INC. 8420374f-6ffe-4cda-9c8c-4ec16788109f | Q1 | P STREET PROJECT, INC. | 400637928 | P STREET PROJECT, INC. | 2018 | first_quarter | RET | Expansion of Social Security | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2018-04-19T11:15:25.750000-04:00 | |
| 2114083 | BUCHANAN INGERSOLL & ROONEY PC 6e65ace4-d52b-47c3-a5fd-fc4f1de3271b | Q1 | BUCHANAN INGERSOLL & ROONEY PC | 55291 | PLAY SHORTSTOP LLC | 2018 | first_quarter | RET | Development of government relations strategy relating to clarifying tax treatment of retired national sales directors, IRC Section 1402(k) | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2018-04-19T11:18:51.140000-04:00 | |
| 2114127 | SENTRY INSURANCE COMPANY (FORMERLY SENTRY INSURANCE A MUTUAL COMPANY) c95aa6be-8124-495f-9e81-9b7182c09d80 | Q1 | SENTRY INSURANCE COMPANY (FORMERLY SENTRY INSURANCE A MUTUAL COMPANY) | 401104022 | SENTRY INSURANCE COMPANY (FORMERLY SENTRY INSURANCE A MUTUAL COMPANY) | 2018 | first_quarter | RET | HR 5282 Retirement Enhancement and Savings Act of 2018, S 2474 Retirement Savings Lost and Found Act of 2018 | HOUSE OF REPRESENTATIVES,SENATE | 50000 | 0 | 0 | 2018-04-19T11:23:10.127000-04:00 | |
| 2114187 | UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA 84eb861d-05bc-498a-841c-7782068dbef4 | Q1 | UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA | 39063 | UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA | 2018 | first_quarter | RET | H.R. 4997, the "Giving Retirement Options to Workers (GROW) Act of 2018", to amend the Employee Retirement Income Security Act of 1974 and the Internal Revenue Code of 1986 to authorize a new composite multiemployer pension plan design; entire bill. S. 2147, the "Butch Lewis Act of 2017," to amend the Internal Revenue Code of 1986 to create a Pension Rehabilitation Trust Fund, and to establish a Pension Rehabilitation Administration within the Department of the Treasury to make loans to multiemployer defined benefit plans, and for other purposes. H.R. 4444, the "Rehabilitation for Multiemployer Pensions Act," to amend the Internal Revenue Code of 1986 to create a Pension Rehabilitation Trust Fund, and to establish a Pension Rehabilitation Administration within the Department of the Treasury to make loans to multiemployer defined benefit plans; entire bill. | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE | 120000 | 0 | 0 | 2018-04-19T11:27:41.083000-04:00 | |
| 2114315 | AMERICAN ACADEMY OF ACTUARIES 1cec2064-ee90-4adc-8157-6b98ec4e4dba | Q1 | AMERICAN ACADEMY OF ACTUARIES | 1318 | AMERICAN ACADEMY OF ACTUARIES | 2018 | first_quarter | RET | Multiemployer pension plans and the establishment of theJoint Select Committee on Solvency of Multiemployer Pension Plans. | Congressional Budget Office (CBO),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Library of Congress (LOC),SENATE | 20000 | 0 | 0 | 2018-04-19T11:46:12.500000-04:00 | |
| 2114442 | AK STEEL HOLDING CORPORATION 1b6b0feb-0d5d-4696-bebb-2e046dc6f4a8 | Q1 | AK STEEL HOLDING CORPORATION | 400326536 | AK STEEL HOLDING CORPORATION | 2018 | first_quarter | RET | Pension and Budget Integrity Act of 20170-S.270/H.R.71 The Rightsizing Pension Premiums Act - H.R. 3596 | Army, Dept of (Corps of Engineers),Commerce, Dept of (DOC),Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,Natl Economic Council (NEC),President of the U.S.,SENATE,U.S. Trade Representative (USTR) | 266000 | 0 | 0 | 2018-04-19T11:58:23.817000-04:00 | |
| 2114657 | FORSCEY, PLLC db09cb0a-830f-4b14-97d8-d679c3188c68 | Q1 | FORSCEY, PLLC | 52880 | WRITERS GUILD OF AMERICA, WEST | 2018 | first_quarter | RET | Monitor proposed amendments to and implementation of the Multi-Employer Pension Reform Act of 2014 and to modify the structure and funding of Pension Benefit Guarantee Corporation (PBGC) and the funding of multi-employer pension plans generally. | Federal Communications Commission (FCC),HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),SENATE | 30000 | 0 | 0 | 2018-04-19T12:19:29.627000-04:00 |
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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);