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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

1,195 rows where filing_year = 2020 and issue_code = "RET" sorted by filing_year descending

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  • fourth_quarter 303
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  • RET · 1,195 ✖

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  • 2020 · 1,195 ✖
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
2420331 ALYSON PARKER 19741825-8f5e-4bed-8ca7-909fe9f33e9d Q1 ALYSON PARKER 401104026 NATIONAL RETIREE LEGISLATIVE NETWORK 2020 first_quarter RET RECOUPMENT SECTION 420 TRANSFERS   15000   0 0 2020-03-23T14:29:58.717000-04:00
2420388 MR. MARK REY 8cb54d24-a383-4acd-8a49-b1d0787e203c Q1 MR. MARK REY 400454181 NATIONAL OLDER WORKERS CAREER CENTER 2020 first_quarter RET Assisting retired federal workers secure new employment opportunities HOUSE OF REPRESENTATIVES,Interior, Dept of (DOI),SENATE,U.S. Forest Service 6000   0 0 2020-03-28T19:23:21.207000-04:00
2420481 SOUTH RIVER ADVOCACY b7928544-41f6-4142-8c94-4e306f226c8f Q1 SOUTH RIVER ADVOCACY 401105418 UPS 2020 first_quarter RET S 2254,Butch Lewis Act, advocated to protect multiemployer pensions HOUSE OF REPRESENTATIVES,SENATE 13140   0 0 2020-03-31T16:09:57.530000-04:00
2420574 NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION, INC. a2d97370-006e-441a-857c-474bcac28dac Q1 NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION, INC. 27742 NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION, INC. 2020 first_quarter RET Pension Reform Multiemployer Pension Reform The Giving Retirement Options for Workers Act The Butch Lewis Act (H.R. 397) HOUSE OF REPRESENTATIVES,Pension Benefit Guaranty Corporation (PBGC),SENATE   210000 0 0 2020-04-01T13:56:07.843000-04:00
2420663 UNCORKED ADVOCATES 8bc04469-d5a1-49d6-9ad5-d1132ade304a Q1 UNCORKED ADVOCATES 401105258 MARCH OF DIMES INC. 2020 first_quarter RET Pension related issues and advocating for S. 2913/H.R. 5202 HOUSE OF REPRESENTATIVES,SENATE 15000   0 0 2020-04-01T21:34:32.213000-04:00
2420664 UNCORKED ADVOCATES 9e0d6880-31bc-4d51-9db7-213b639c7ac8 1T UNCORKED ADVOCATES 401105258 MARCH OF DIMES INC. 2020 first_quarter RET Pension related issues and advocating for S. 2913/H.R. 5202 HOUSE OF REPRESENTATIVES,SENATE 15000   0 1 2020-04-01T21:52:37.180000-04:00
2420897 MWR CONSULTING 0cab4d11-5884-4950-bcdd-e3d59087d1bb Q1 MWR CONSULTING 401104301 HOLLISTER, INC. 2020 first_quarter RET Employee Retirement Income Security Act Centers For Medicare and Medicaid Services (CMS),HOUSE OF REPRESENTATIVES,SENATE 25000   0 0 2020-04-03T09:43:47.767000-04:00
2421081 ATLAS ADVOCACY 483867d7-9408-4e9f-a23f-e4638f6f985f Q1 ATLAS ADVOCACY 401100069 UNITED MINE WORKERS OF AMERICA 2020 first_quarter RET HR 935 - Miners Pemsion Protection Act - a bill to provide for transfers to the 1974 UMWA pension plan and a reduction in the minimum age for allowable in-service distributions. HOUSE OF REPRESENTATIVES,SENATE 27000   0 0 2020-04-03T16:56:21.393000-04:00
2421224 NATIONAL ASSOCIATION OF POSTAL SUPERVISORS 439a3c30-fafc-43ee-a61d-02aba38c0dbb Q1 NATIONAL ASSOCIATION OF POSTAL SUPERVISORS 401075023 NATIONAL ASSOCIATION OF POSTAL SUPERVISORS 2020 first_quarter RET H.R. 1254 -- the Equal COLA Act, legislation to provide the same cost-of-living adjustment for Social Security, Civil Service Retirement System and Federal Employee Retirement System annuitants H.R. 141 & S. 521 -- the Social Security Fairness Act, legislation to repeal the Government pension offset and windfall elimination provisions. H.R. 2478 -- legislation to provide retirement credit for certain federal employees who held temporary positions H.R. 3934 -- legislation to modify the Social Security windfall elimination provision formula HOUSE OF REPRESENTATIVES,Office of Management & Budget (OMB),Office of Personnel Management (OPM),Postal Regulatory Commission,SENATE,Treasury, Dept of,U.S. Postal Service (USPS)   15000 0 0 2020-04-06T08:08:45.860000-04:00
2421295 NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS e29b815e-8cf0-498a-9f95-bfb57da3dd96 Q1 NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS 26901 NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS 2020 first_quarter RET Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products. Issues related to individuals and business 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   556658 0 0 2020-04-06T10:25:58.200000-04:00
2421326 HOLLAND & KNIGHT LLP b6d879e2-24ce-40b6-9fe4-d71c34672b17 Q1 HOLLAND & KNIGHT LLP 18466 CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. 2020 first_quarter RET Educating Members of Congress and staff on the Department of Labor's Conflict of Interest Rule. HOUSE OF REPRESENTATIVES,SENATE 50000   0 0 2020-04-06T11:26:29.210000-04:00
2421591 AZOA SERVICES CORP(ALLIANZ OF AMERICA) FORMERLY AZOA SERIVCES CORP/FIREMAN'S FUND(ALLIANZ OF AMERICA 9f8c8769-31a5-430c-af51-51a6bd0b2620 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 2020 first_quarter RET 401 (k) Disclosure: Track Department of Labor rulemaking regarding 401 (k) fee disclosure. Monitor the SEC's proposed Regulation Best Interest. Lobby in support of a requirement that the SEC develop a specific initial Filing Form for registered index linked annuities. Commodity Futures Trading Commission (CFTC),HOUSE OF REPRESENTATIVES,Risk Management Agency,Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of   580000 0 0 2020-04-07T09:49:41.817000-04:00
2421674 FORSCEY, PLLC 992a739e-9d80-4273-a523-7c842593ff80 Q1 FORSCEY, PLLC 52880 WRITERS GUILD OF AMERICA, WEST 2020 first_quarter RET Work H.R.397-Rehabilitation for Multiemployer Pensions Act and in support of proposals to provide a loan program for certain distressed multi-employer plans; reform the MEPRA of 2014 and the funding of the Pension Benefit Guarantee Corporation (PBGC) and the funding of multi-employer pension plans generally. Work on HR. 6201 the Families First Coronavirus Response Act and S. 3548, The Coronavirus Aid, Relief and Economic Security Actin support of inclusion of the Butch Lewis Act of similar legislation that would provide funding to the PBGC to finance the partition of certain Multiemployer Pensions Plans and to permit the amortization by such plans of losses incurred during 2020 and 2021. Federal Communications Commission (FCC),HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),SENATE 30000   0 0 2020-04-07T13:06:02.947000-04:00
2421736 DPWN HOLDINGS (USA) INC. (FORMERLY KNOWN AS DEUTSCHE POST WORLD NET USA, INC.) 473bea0b-578f-4d7f-a885-af55b51da272 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.) 2020 first_quarter RET Rehabilitation of Multiemployer Pensions Act (HR 397)--Support efforts to pass legislation related to comprehensive multiemployer pension plan reform. HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of,U.S. Trade Representative (USTR)   20000 0 0 2020-04-07T13:58:55.313000-04:00
2421927 RICH FEUER ANDERSON 22c38ed0-2c2a-4270-97e8-8f340b2286a6 Q1 RICH FEUER ANDERSON 84775 BLACKROCK FUNDS SERVICES GROUP LLC (FORMERLY BLACKROCK CAPITAL MANAGEMENT INC.) 2020 first_quarter RET Issues related to retirement security and savings, including retirement income products, and retirement income disclosures. HOUSE OF REPRESENTATIVES,SENATE 80000   0 0 2020-04-07T16:50:15.693000-04:00
2422141 THE ESOP ASSOCIATION 0e3b8dd0-4013-470c-adf1-6a99d56a0492 Q1 THE ESOP ASSOCIATION 13858 ESOP ASSOCIATION 2020 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 Federal agencies to promote creation and operation of ESOPs. COVID-19 economic issues and responses to H.R. 6074, Coronavirus Preparedness and Response Supplemental Appropriations Act, 2020, H.R. 6201, Families First Coronavirus Response Act, and H.R. 748, Coronavirus Aid, Relief, and Economic Security Act (CARES ACT), all provisions relating to SBA loans, lending, unemployment, taxes and credit. HOUSE OF REPRESENTATIVES,SENATE   20000 0 0 2020-04-08T14:46:56.647000-04:00
2422356 BAKERY, CONFECTIONERY, TOBACCO WORKERS AND GRAIN MILLERS INTERNATIONAL UNION d9895596-a196-4708-bc8b-975d37802fa2 Q1 BAKERY, CONFECTIONERY, TOBACCO WORKERS AND GRAIN MILLERS INTERNATIONAL UNION 401105346 BAKERY, CONFECTIONERY, TOBACCO WORKERS AND GRAIN MILLERS INTERNATIONAL UNION 2020 first_quarter RET S. 2254 - Butch Lewis Act of 2019 HOUSE OF REPRESENTATIVES,SENATE     0 0 2020-04-09T11:01:58.517000-04:00
2422472 THORSEN FRENCH ADVOCACY LLC efe169c8-5bb5-456f-9db1-c66814979ad5 Q1 THORSEN FRENCH ADVOCACY LLC 400599826 DIRECTORS GUILD OF AMERICA 2020 first_quarter RET Multi-employer Pension Reform. HOUSE OF REPRESENTATIVES,SENATE 50000   0 0 2020-04-09T14:28:11.163000-04:00
2422494 THORSEN FRENCH ADVOCACY LLC 2b4d5603-e707-4626-9590-e22925db8f36 Q1 THORSEN FRENCH ADVOCACY LLC 400599826 INTERNATIONAL ALLIANCE OF THEATRICAL STAGE EMPLOYEES 2020 first_quarter RET Multi-employer pension reform. HOUSE OF REPRESENTATIVES,SENATE 30000   0 0 2020-04-09T14:36:26.503000-04:00
2422738 MELTSNER STRATEGIES, LLC 3c7c1cd8-d3d8-495a-bb15-224aa261430c Q1 MELTSNER STRATEGIES, LLC 401079030 NATIONAL ACTIVE AND RETIRED FEDERAL EMPLOYEES ASSOCIATION 2020 first_quarter RET Suspension of the Required Minimum Distribution (RMD) For Retirement Accounts in H.R. 748 CARES Act HOUSE OF REPRESENTATIVES,SENATE 12000   0 0 2020-04-10T10:10:36.237000-04:00
2422754 SQUIRE PATTON BOGGS a4a8eaf3-6d47-4a2c-af18-3e4965c3de99 Q1 SQUIRE PATTON BOGGS 30906 AON SERVICE CORPORATION (FKA AON HEWITT) 2020 first_quarter RET Advice regarding retirement-related legislation and regulatory reform. HOUSE OF REPRESENTATIVES,SENATE 50000   0 0 2020-04-10T10:30:53.477000-04:00
2422802 MELTSNER STRATEGIES, LLC 96bee301-137d-46a9-a5aa-60166c2e5f9d Q1 MELTSNER STRATEGIES, LLC 401079030 NATIONAL ORGANIZATION OF SOCIAL SECURITY CLAIMANTS' REPRESENTATIVES 2020 first_quarter RET Social Security Reform Generally Social Security disability application and appeals process generally (no specific legislation) H.R. 4386 and S. 2496 The Stop the Wait Act (generally no specific section) H.R. 748 CARES ACT Section 2201 Recovery Rebates for SSI recipients HOUSE OF REPRESENTATIVES,SENATE 22500   0 0 2020-04-10T11:09:50.023000-04:00
2422962 TREA SENIOR CITIZENS LEAGUE 858b69bf-67c3-4072-bffe-2eeb18fab3c3 Q1 TREA SENIOR CITIZENS LEAGUE 38426 TREA SENIOR CITIZENS LEAGUE 2020 first_quarter RET Social Security Cost of Living Adjustment: H.R. 1553, H.R. 46 and H.R. 2787. Social Security Reform: S. 521 and H.R. 1170 and S. 478 and S. 269 and H.R. 860. HOUSE OF REPRESENTATIVES,SENATE     0 0 2020-04-10T13:57:27.047000-04:00
2423404 CASSIDY & ASSOCIATES, INC. 10f361b2-93fe-4638-b5e0-9ebe22643c89 Q1 CASSIDY & ASSOCIATES, INC. 8453 SOCIETY OF ACTUARIES 2020 first_quarter RET General legislative issues related to actuarial profession HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of 20000   0 0 2020-04-11T14:03:06.760000-04:00
2423526 AMERICAN BENEFITS COUNCIL 150fe202-44a5-48fd-859a-a9d42bc6c637 Q1 AMERICAN BENEFITS COUNCIL 4675 AMERICAN BENEFITS COUNCIL 2020 first_quarter RET Legislative Coronavirus COVID-19 Pandemic Response - employer-sponsored retirement and other benefit plans (pension plan relief and defined contribution plan issues) Coronavirus Preparedness and Response Supplemental Appropriations Act - H.R. 6074 (Public Law 116-123) Families First Coronavirus Response Act - H.R. 6201 (Public Law 116-127) Coronavirus Aid, Relief, and Economic Security Act (CARES) Act - H.R. 748 (Public Law 116-136) Retirement Security Act of 2019 - S. 321 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Enhancement and Savings Act of 2019 - S. 972 Family Savings Act of 2019 - H.R. 1084 Providing Retirement Security to Workers in Small Businesses, Cooperatives and Service Organizations Act - H.R. 1993 Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 - H.R. 1994 Further Consolidated Appropriations Act, 2020 - H.R 1865 & H.R. 1158 - SECURE Act - H.R. 1994 Retirement Parity for Student Loans Act - S. 1428/H.R. 6276 The Retirement Security & Savings Act - S. 1431 Wall Street Tax Act of 2019 - H.R. 1516/S. 647 Inclusive Prosperity Act of 2019 - S. 1587/H.R. 2923 Retirement Security Preservation Act - S. 2352 Pension and Budget Integrity Act (PBIA) - H.R. 4035 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Plan Modernization Act - H.R. 5676 Information Needed for Financial Options Risk Mitigation (INFORM) Act - S. 3417 Tax Incentives for 401 (k) contributions Automatic 401 (k) Act Fiscal Year (FY) 2021 Budget Proposal Financial wellness Defined benefit pension plan funding rules PBGC premiums Environmental, Social and Governance (ESG) principals in investing Form 5500 reporting - state required plan exemptions and Professional Employer Organizations (PEOs) Cybersecurity Regulatory and Other Coronavirus COVID-19 Pandemic Response - employer-sponsored retirement and other benefit plans (pension plan relief and defined contribution plan issues) Executive Order - Environmental, Social and Governance (ESG) principles in investing Exec… 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   235763 0 0 2020-04-12T14:33:51.423000-04:00
2423985 INTERNATIONAL UNION OF POLICE ASSOCIATIONS, AFL-CIO 8dede421-53b3-4aa1-b1a3-25870be3c5f3 Q1 INTERNATIONAL UNION OF POLICE ASSOCIATIONS, AFL-CIO 50400 INTERNATIONAL UNION OF POLICE ASSOCIATIONS AFL-CIO 2020 first_quarter RET HR 1156, S 521, HR 1210, HR 4527 HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),SENATE   20000 0 0 2020-04-13T13:36:47.240000-04:00
2424290 1600 GROUP LLC 6fd27819-03ed-4708-8f24-95bda3804de4 Q1 1600 GROUP LLC 401105018 INTERNATIONAL BROTHERHOOD OF TEAMSTERS 2020 first_quarter RET H.R. 397, The Rehabilitation for Multiemployer Pensions Act HOUSE OF REPRESENTATIVES,SENATE 10000   0 0 2020-04-13T16:00:09.347000-04:00
2424612 DYKEMA GOSSETT PLLC 81397f26-33b8-4f47-885b-f9c91fa2cccf Q1 DYKEMA GOSSETT PLLC 12915 JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) 2020 first_quarter RET Lobbied on implementation of Setting Every Community Up for Retirement Enhancement Act (SECURE Act). Lobbied on CARES Act, Families First Act and COVID mitigation legislation to Insurance, Retirement and Taxes. HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2020-04-14T08:47:35.557000-04:00
2424720 INTERNATIONAL FEDERATION OF PROFESSIONAL AND TECHNICAL ENGINEERS (IFPTE) c5b90b1c-acbe-485a-9e59-bc702fab9cff Q1 INTERNATIONAL FEDERATION OF PROFESSIONAL AND TECHNICAL ENGINEERS (IFPTE) 19968 INTERNATIONAL FEDERATION OF PROFESSIONAL AND TECHNICAL ENGINEERS (IFPTE) 2020 first_quarter RET Social Security 2100 Act Social Security disability adjudicatory process ALJ judicial independance ALJ competitive service restoration act HOUSE OF REPRESENTATIVES,SENATE   50000 0 0 2020-04-14T10:52:15.607000-04:00
2424940 DAVIS & HARMAN LLP c2bb5be3-4da6-4e1a-896c-8693f2edc97a Q1 DAVIS & HARMAN LLP 11674 BROKER/DEALER COORDINATION GROUP 2020 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. Legislative proposals to address the fiduciary issue. State fiduciary rules. HOUSE OF REPRESENTATIVES,SENATE     0 0 2020-04-14T12:26:10.097000-04:00
2424979 DAVIS & HARMAN LLP 1485a09b-4a93-48b7-9b9c-02b1c22b15d9 Q1 DAVIS & HARMAN LLP 11674 EDWARD JONES INVESTMENTS 2020 first_quarter RET Proposals related to small business retirement issues. SIMPLE IRAs. Required minimum distribution issues. Proposals to assist military spouses. S. 1431, Retirement Security and Savings Act. S. 321, Retirement Security Act. S. 322, SIMPLE Plan Modernization Act. H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). H.R. 4117, IRA Preservation Act. H.R. 4637, SAVE Act of 2017 (115th Congress). H.R. 748, CARES Act. HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2020-04-14T13:00:22.663000-04:00
2424989 DAVIS & HARMAN LLP 34471132-134a-45a6-9451-9ca5b4393c79 Q1 DAVIS & HARMAN LLP 11674 FMR LLC 2020 first_quarter RET H.R. 4610/S.3795, RETIRE Act (115th Congress). Executive Order 13847, Strengthening Retirement Security In America. S. 1431, Retirement Security and Savings Act. S. 1011, to modify the requirements for multiple employer plans, and for other purposes. S. 322, SIMPLE Plan Modernization Act. S. 321, Retirement Security Act. H.R. 4637, the SAVE Act (115th Congress). H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). S. 1431, Retirement Security and Savings Act. Issues related to E-notarization. S. 1428/H.R. 6276, Retirement Parity for Student Loans Act. H.R. 748, CARES Act. HOUSE OF REPRESENTATIVES,SENATE 10000   0 0 2020-04-14T13:13:27.160000-04:00
2425009 DAVIS & HARMAN LLP db0f6f02-bfe0-4802-a94d-3faab7df66da Q1 DAVIS & HARMAN LLP 11674 LPL FINANCIAL 2020 first_quarter RET Proposals to enhance retirement savings opportunities for employers, employees, and individuals, including self correcting inadvertent plan errors. Small business tax credit. Issues related to the Department of Labor's regulation defining fiduciary. Required minimum distribution issues. SIMPLE IRAs. H.R. 1938, Small Employer Retirement Savings Auto-Enrollment Credit Act. H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). S. 1431, Retirement Security and Savings Act. S. 321, Retirement Security Act. S. 322, SIMPLE Plan Modernization Act. H.R. 4637, the SAVE Act (115th Congress). H.R. 748, CARES Act. HOUSE OF REPRESENTATIVES,SENATE 10000   0 0 2020-04-14T13:24:31.430000-04:00
2425019 DAVIS & HARMAN LLP e2f274d9-6538-40c4-8d8d-e44ab6677b2f Q1 DAVIS & HARMAN LLP 11674 NATIONWIDE INSURANCE COMPANIES 2020 first_quarter RET Proposals to expand retirement plan coverage and adequacy, including proposals to reform the multiple employer plan rules. Proposals related to creation of new qualified retirement plans for small business. Issues related to tax incentives for retirement savings. Issues related to the Department of Labor's regulation defining fiduciary. Qualified plan issues. Proposals related to self correcting inadvertent plan errors. Proposals that would consolidate various retirement and IRA types. Proposals related to annuity incentives. Proposals related to electronic disclosure, including H.R. 4610/S. 3795, the RETIRE Act (115th Congress). H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). H.R. 1439, Increasing Access to a Secure Retirement Act. S. 1431, Retirement Security and Savings Act. S. 1011, to modify the requirements for multiple employer plans, and for other purposes. S. 321, Retirement Security Act. Proposals related to ETFs and Variable Annuities. H.R. 748, CARES Act. HOUSE OF REPRESENTATIVES,SENATE 30000   0 0 2020-04-14T13:34:34.540000-04:00
2425034 DAVIS & HARMAN LLP c0c639cc-2604-45e1-b47a-dcc4c52e9a51 Q1 DAVIS & HARMAN LLP 11674 NATIONAL RURAL ELECTRIC COOPERATIVE ASSN 2020 first_quarter RET Proposals related to PBGC premiums. Proposals related to plan funding. Proposals to facilitate new growth of pension plans. Proposals related to nondiscrimination testing of pension plans. H.R. 3596, Rightsizing Pension Premiums Act (115th Congress). Proposals related to defined benefit plan administration. H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). S. 1431, Retirement Security and Savings Act . H.R. 4610/S.3795, RETIRE Act (115th Congress).S. 2352, Retirement Security Preservation Act. S.2913/H.R. 5202, Protecting Critical Services for Mothers and Babies Act. H.R. 748, CARES Act. HOUSE OF REPRESENTATIVES,SENATE 30000   0 0 2020-04-14T13:40:38.567000-04:00
2425052 DAVIS & HARMAN LLP 351d2efe-199c-4a0f-9716-58ce2d702416 Q1 DAVIS & HARMAN LLP 11674 STATE STREET BANK AND TRUST CO. 2020 first_quarter RET Issues related to expanding retirement coverage and adequacy, 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 (115th Congress). 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 (115th Congress). H.R. 4523, the Automatic Retirement Plan Act (115th Congress). H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). 403(b) investments. Annuity defaults. Executive Order 13847, Strengthening Retirement Security in America. Annuity tax credit. S. 1431, Retirement Security and Savings Act. S. 1011, to modify the requirements for multiple employer plans, and for other purposes. S. 321, Retirement Security Act. H.R. 1007/S. 972, Retirement Enhancement and Savings Act. H. R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 4637, the SAVE Act (115th Congress). H.R. 1865, Further Consolidated Appropriations Act 2020. HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2020-04-14T13:54:45.587000-04:00
2425059 DAVIS & HARMAN LLP f69bacf2-f363-4742-9a0e-d1155e1f3b47 1A DAVIS & HARMAN LLP 11674 STATE STREET BANK AND TRUST CO. 2020 first_quarter RET Issues related to expanding retirement coverage and adequacy, 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 (115th Congress). 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 (115th Congress). H.R. 4523, the Automatic Retirement Plan Act (115th Congress). H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). 403(b) investments. Annuity defaults. Executive Order 13847, Strengthening Retirement Security in America. Annuity tax credit. S. 1431, Retirement Security and Savings Act. S. 1011, to modify the requirements for multiple employer plans, and for other purposes. S. 321, Retirement Security Act. H.R. 4637, the SAVE Act (115th Congress). H.R. 6257, Public Service Retirement Fairness Act. HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2020-04-14T13:57:47.100000-04:00
2425063 DAVIS & HARMAN LLP 42cdbb09-edad-4b03-a70d-ee5c5391e5e5 Q1 DAVIS & HARMAN LLP 11674 WILLIS NORTH AMERICA INC 2020 first_quarter RET Issues related to government issued mortality tables. Issues related to tax incentives for retirement savings. Retirement assumption issues. S. 1431, Retirement Security and Savings Act. HOUSE OF REPRESENTATIVES,SENATE     0 0 2020-04-14T14:02:48.703000-04:00
2425140 DAVIS & HARMAN LLP b8360245-0740-4199-ac39-66e0ca0e53c7 Q1 DAVIS & HARMAN LLP 11674 TRANSAMERICA LIFE INSURANCE COMPANY 2020 first_quarter RET Proposals related to retirement plans for small business. Proposals to reform the multiple employer plan rules. Guidance related to nondiscrimination rules for defined contribution plan annuity investment products. Issues related to tax incentives for retirement savings. Issues related to income investment options. Proposals related to electronic disclosure, including H.R. 4610/S. 3795, the RETIRE Act (115th Congress). Plan consolidation. Proposals to amend the Internal Revenue Code and ERISA to avoid duplicative annual reporting, including H.R. 982 and S. 354. H.R. 3910, to make lifetime income and managed account options of defined contribution retirement savings plans portable (115th Congress). H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). Executive Order 13847, Strengthening Retirement Security in America. S. 1431, Retirement Security and Savings Act. S. 1011, to modify the requirements for multiple employer plans, and for other purposes. S. 321, Retirement Security Act. H.R. 4523, the Automatic Retirement Plan Act (115th Congress). H.R. 4637, the SAVE Act (115th Congress). Issues related to e-notarization. H.R. 6257, Public Service Retirement Fairness Act. H.R. 748, CARES Act. HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2020-04-14T14:47:17.307000-04:00
2425213 KEVIN KAYES ad5181e1-f3b0-4956-bfe5-79dfe0a1eef7 Q1 KEVIN KAYES 401104434 ARCBEST 2020 first_quarter RET Issues related to multi-employer retirement plans and H.R. 748, the CARES Act. HOUSE OF REPRESENTATIVES,SENATE 40000   0 0 2020-04-14T15:18:37.423000-04:00
2425224 KEVIN KAYES fa4ffb8c-9fa2-4af9-bd7d-0553c5a0da3c Q1 KEVIN KAYES 401104434 THE BROADWAY LEAGUE INC. 2020 first_quarter RET Issues related to multi-employer pension plans. H.R. 397, The Butch Lewis Act HOUSE OF REPRESENTATIVES,SENATE 40000   0 0 2020-04-14T15:21:40.723000-04:00
2425354 AMERICAN POSTAL WORKERS UNION, AFL-CIO 4c4eb444-4f07-46a3-bc20-38e3c714efda Q1 AMERICAN POSTAL WORKERS UNION, AFL-CIO 3138 AMERICAN POSTAL WORKERS UNION AFL-CIO 2020 first_quarter RET Support of H.R. 1170/S. 478, the Social Security Expansion Act Support of H.R. 141/S. 521, the Social Security Fairness Act Support of H.R. 2478, the Federal Retirement Fairness Act HOUSE OF REPRESENTATIVES,SENATE   80000 0 0 2020-04-14T16:29:25.677000-04:00
2426288 DAVIS & HARMAN LLP 6ee2f78b-fc00-41f2-ba27-516796df3a24 Q1 DAVIS & HARMAN LLP 11674 AMERICAN BENEFITS COUNCIL 2020 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 Form 5500 filing and missing participants. Issues related to the 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 the establishment of savings accounts for emergencies. Proposals related to disaster relief. Issues related to P.L. 115-97. H.R. 3910, to amend the Internal Revenue Code of 1986 to make lifetim… HOUSE OF REPRESENTATIVES,SENATE 60000   0 0 2020-04-15T13:20:43.610000-04:00
2426342 CHARTWELL STRATEGY GROUP LLC 61a92a77-7493-48e9-8730-2d60b93caeec Q1 CHARTWELL STRATEGY GROUP LLC 401104750 BOSTON ASSET MANAGEMENT ASSOCIATION, INC. 2020 first_quarter RET General overview for members and staff. HOUSE OF REPRESENTATIVES,SENATE 30000   0 0 2020-04-15T13:39:58.687000-04:00
2426383 CHARTWELL STRATEGY GROUP LLC b9c9cb0c-ec95-4de3-83df-c79d2c5534b5 Q1 CHARTWELL STRATEGY GROUP LLC 401104750 EMPOWER RETIREMENT LLC (FKA GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY) 2020 first_quarter RET General overview for members and staff, retirement policy, financial services, pension reform. HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2020-04-15T13:51:07.340000-04:00
2426394 CHARTWELL STRATEGY GROUP LLC 42b03b10-f760-4002-8987-533bfc8f90f8 Q1 CHARTWELL STRATEGY GROUP LLC 401104750 LPL FINANCIAL, LLC 2020 first_quarter RET General overview for members and staff. HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2020-04-15T13:54:10.967000-04:00
2426466 CHARTWELL STRATEGY GROUP LLC 020d4c68-69c8-464b-b9bb-e6b7a7192f6e Q1 CHARTWELL STRATEGY GROUP LLC 401104750 PUTNAM INVESTMENTS 2020 first_quarter RET General overview for members and staff, retirement policy, tax reform, pension reform. HOUSE OF REPRESENTATIVES,SENATE 30000   0 0 2020-04-15T14:13:32.363000-04:00
2426650 DAVIS & HARMAN LLP 94d57632-b2ec-46da-8dc0-2ef236b8bd9b Q1 DAVIS & HARMAN LLP 11674 LINCOLN NATIONAL CORPORATION 2020 first_quarter RET Comprehensive pension and retirement savings legislation. H.R. 1007/S. 972, Retirement Enhancement and Savings Act (RESA). H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). H.R. 4610/S. 3795 RETIRE Act (115th Congress). S. 1431, Retirement Security and Savings Act. S. 2370 Automatic IRA Act. HOUSE OF REPRESENTATIVES,SENATE 10000   0 0 2020-04-15T14:57:24.273000-04:00
2426949 SIFF & ASSOCIATES PLLC 701660f9-34f4-45d7-a2c1-cbb1b45a46ce Q1 SIFF & ASSOCIATES PLLC 400665998 CENTER FOR CAPITAL MARKETS COMPETITIVENESS, U.S. CHAMBER OF COMMERCE 2020 first_quarter RET Department of Labor final fiduciary rule (81 Fed. Reg. 20945, Apr. 8, 2016). Interpretation of fiduciary obligations under ERISA related to the voting of proxies. Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of 30000   0 0 2020-04-15T16:25:47.530000-04:00
2426955 SIFF & ASSOCIATES PLLC 03aa0fa8-b160-4956-b461-9f05d0d1b6b2 Q1 SIFF & ASSOCIATES PLLC 400665998 UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA 2020 first_quarter RET Proposals for comprehensive reform of the multiemployer pension system, including creation of composite plans and authorization for a partition program to relieve distressed plans of liability. HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2020-04-15T16:26:49.317000-04:00
2426960 SIFF & ASSOCIATES PLLC b416a9e5-ed56-401e-99e3-8466ead3af74 Q1 SIFF & ASSOCIATES PLLC 400665998 FMR LLC 2020 first_quarter RET Implementation of H.R. 1865, the "Further Consolidated Appropriations Act, 2020"; Division O, "Setting Every Community Up for Retirement Enhancement," provisions related to Lifetime Income Disclosure (LIDA) and coordination of the SECURE Act and Open Multiple Employer Plans. Department of Labor final fiduciary rule (81 Fed. Reg. 20945, Apr. 8, 2016) and the status of various Prohibited Transaction Exemptions following the 5th Circuit injunction of the final fiduciary rule. Consideration of Environmental, Social and Governance considerations related to ERISA-regulated funds. General education concerning disclosure modernization and simplification to improve the efficiency, delivery, and utility of required disclosures for retirement benefits for the benefit of plan participants. Labor, Dept of (DOL),SENATE 50000   0 0 2020-04-15T16:27:49.870000-04:00
2426963 SIFF & ASSOCIATES PLLC 7c80376d-23f7-45dc-a946-28ec1030ecc8 Q1 SIFF & ASSOCIATES PLLC 400665998 SIGNATORY WALL AND CEILING CONTRACTORS ALLIANCE 2020 first_quarter RET H.R. 397, the "Rehabilitation for Multiemployer Pensions Act of 2019," legislation 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. H.R. 748, the "Coronavirus Aid, Relief, and Economic Security (CARES) Act," legislation to provide emergency assistance and health care response for individuals, families, and businesses affected by the 2020 coronavirus pandemic; proposals to include comprehensive multiemployer retirement plan reform and authorization of composite plans. Legislative proposals to authorize composite multiemployer pension plans as a means to provide a secure, sustainable retirement for workers while ensuring the viability of sponsoring employers (no bill introduced). Grassley-Alexander Concept Release concerning comprehensive reform of the multiemployer pension system; provisions related to composite plans, return assumptions, withdrawal liability, and PBGC premium rates (no bill introduced). General education concerning proposals for comprehensive reform of the defined benefit, multiemployer pension system and the importance of authorizing new plan designs as part of any such comprehensive reform. HOUSE OF REPRESENTATIVES,Housing & Urban Development, Dept of (HUD),Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of,White House Office 50000   0 0 2020-04-15T16:29:50.997000-04:00
2427865 AMERICAN COUNCIL OF LIFE INSURERS 836e788f-7a22-4c29-a39a-17088a1a5344 Q1 AMERICAN COUNCIL OF LIFE INSURERS 2115 AMERICAN COUNCIL OF LIFE INSURERS 2020 first_quarter RET Public Law 111-203, H.R. 4173 - Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: Implementation and Regulatory reform. Captive Reinsurance Transactions, Insurance Capital Standards and Global Capital Standards. Roles of federal and state agencies at the International Association of Insurance Supervisors and the Financial Stability Board. Implementation of S. 2270 - Insurance Capital Standards Clarification Act of 2014. The bill would give the Federal Reserve the authority to tailor capital standards for insurance companies subject to Fed supervision. Issue: Capital Standards, Basel III Implementation of S. 2155 Economic Growth, Regulatory Relief, and Consumer Protection Act. Issue: Implementation and regulatory reform of the financial services industry. Implementation of H.R. 748 - the Coronavirus Aid, Relief, and Economic Security (CARES) Act. This bill responds to the COVID-19 (i.e., coronavirus disease 2019) outbreak and its impact on the economy, public health, state and local governments, individuals, and businesses. Issue: CECL, TDR, Remote Online Notarization, SBA loans. H.R. 1815 - SEC Disclosure Effectiveness Test Act. Issue: SEC investor testing. H.R. 1862/S. 1586 - Federal Insurance Office Abolishment Act of 2019. Issue: FIO reform. H.R. 3561/S. 603 - Financial Stability Oversight Council Improvement Act of 2019. Issue: FSOC reform. H.R. 1595/S.___ - Secure and Fair Enforcement Banking Act. Issue: Insurance companies working with legitimate marijuana businesses. H.R. 3351- Financial Services and General Government Appropriations Act, 2020. Issue: Making appropriations for financial services and general government for the fiscal year ending September 30, 2020. H.R. 3614 - Restricting Use of Credit Checks for Employment Decisions Act. Issue: ban the use of credit information for most employment decisions. H.R. 2474/S.664 - Protecting Workers Freedom to Organize Act. To amend the National Labor Relations Act, the Labor Management Relations Act, 1947, and the Labor-M… HOUSE OF REPRESENTATIVES,SENATE   752105 0 0 2020-04-16T11:28:13.303000-04:00
2428048 NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC. 892e5141-6343-48a9-91b3-d2a790372ce6 Q1 NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC. 26980 NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC. 2020 first_quarter RET Social Security Fairness Act; Windfall Elimination Provision (WEP) reform; Public Servants Protection and Fairness Act; protecting and preserving public pension plans Bureau of Justice Assistance,HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),Office of Justice Program,SENATE,White House Office   40000 0 0 2020-04-16T11:58:08.507000-04:00
2428059 DUTKO WORLDWIDE, LLC 14e2d688-0f6b-4949-8ca7-b3567220369a Q1 DUTKO WORLDWIDE, LLC 12868 ACCENTURE FEDERAL SERVICES LLC 2020 first_quarter RET Monitor IT Modernization at the Social Security Administration Agriculture, Dept of (USDA),Education, Dept of,Federal Housing Finance Agency (FHFA),Federal Retirement Thrift Investment Board,Food & Drug Administration (FDA),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Justice, Dept of (DOJ),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of 40000   0 0 2020-04-16T11:58:09.130000-04:00
2428093 INSURED RETIREMENT INSTITUTE ebe890ea-265b-4d6b-8828-8e3b147dbc6c Q1 INSURED RETIREMENT INSTITUTE 285494 INSURED RETIREMENT INSTITUTE 2020 first_quarter RET DOL - EBSA Proposed Definition of Employer under Section 3(5) of ERISA - Association Retirement Plans and Other Multiple-Employer Plans Rule (29 CFR Part 2510). DOL - EBSA - Request for Information - Open MEPs and Other Issues under Section 3(5) of the Employee Retirement Income Security Act (29 CFR Parts 2510). DOL- EBSA Proposed Rulemaking Default Electronic Disclosure by Employee Pension Benefit Plans Under ERISA (29 CFR Part 2520 RIN 1210-AB90). SEC Proposal - Updated Disclosure Requirements and Summary Prospectus for Variable Annuity and Variable Life Insurance Contracts (17 CFR Parts 230, 232, 239, 240, 270, and 274). Legislation and rulemaking affecting annuities, variable life products and retirement savings including Trump Administration and Congressional proposals on tax reform. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Treasury - IRS Proposed Rulemaking: Multiple Employer Plans (26 CFR Part 1 [REG-121508-18] RIN 1545-BO97). Treasury - IRS Proposed Rulemaking: Updated Life Expectancy and Distribution Period Tables Used for Purposes of Determining Minimum Required Distributions (26 CFR Part 1 [REG-132210-18] RIN 1545-BP11). 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. The Receiving Electronic Statements to Improve Retiree Earnings Act (H.R. 4610 - 115th Congress). The Automatic Retirement Plan Act of 2017 (H.R. 4523 - 115th Congress). The Retirement Plan Simplification Act of 2017 (H.R. 4524 - 115th Congress). Elder Protection and Abuse Prevention Act (H.R. 6744 - 115th Congress). Women's Retirement Protection Act (S.975/H.R. 2005- 116th Congress). A bill to provide for an additional nondiscrimination safe harbor for automatic contribution arrangements (S.1020 - 116th Congress). A bill to establ… HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of   130000 0 0 2020-04-16T12:04:14.887000-04:00
2428318 TRUCKER HUSS APC ea768564-1e04-4a5b-a564-4c1eb05f383c Q1 TRUCKER HUSS APC 400537609 WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND 2020 first_quarter RET Composite Plan legislation, Multiemployer pension funding and solvency, PBGC premiums HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of 30000   0 0 2020-04-16T12:39:59.327000-04:00
2428949 DYKEMA GOSSETT PLLC 0f1335e9-efd8-4adf-aa19-7964e0b91067 Q1 DYKEMA GOSSETT PLLC 12915 THE ERISA INDUSTRY COMMITTEE 2020 first_quarter RET PBGC premiums, Pensions & Budget Integrity Act - H.R. 4035. ERISA and I.R.C. section 420; all provisions. Paid leave. General Issues and regulations; pension and retirement proposals. Lifetime income illustrations on benefit statements. Tuition Reimbursement (Section 127 of Internal Revenue Code) and student loan debt relief. Retirement Parity for Student Loans Act, S.1428. Electronic delivery. Multiemployer Pension Reform. Missing participant audit enforcement. SECURE Act, H.R. 1994. Retirement Security & Savings Act, S.1431. Pension overpayment & recoupment. Families First Act and CARES Act. Centers For Medicare and Medicaid Services (CMS),Council of Economic Advisers (CEA),Equal Employment Opportunity Commission (EEOC),Executive Office of the President (EOP),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Natl Economic Council (NEC),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of 20000   0 0 2020-04-16T14:51:15.090000-04:00
2429143 DAVIS & HARMAN LLP 2dd89167-accf-48e4-9ceb-68fc0c725f34 Q1 DAVIS & HARMAN LLP 11674 SPARK INSTITUTE 2020 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. Issues related to lifetime income and auto features. H.R. 4610/S. 3795, RETIRE Act (115th Congress). H.R. 1907 Retirement Security for American Workers. H.R. 1007/S. 972, Retirement Enhancement and Savings Act (115th Congress). H.R. 1439, Increasing Access to a Secure Retirement Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 1865, Further Consolidated Appropriations Act 2020. HOUSE OF REPRESENTATIVES,SENATE 10000   0 0 2020-04-16T15:40:08.860000-04:00
2429158 DAVIS & HARMAN LLP dae57640-2c6e-4a49-9686-569176ca0e5f Q1 DAVIS & HARMAN LLP 11674 MISSIONSQUARE RETIREMENT 2020 first_quarter RET Proposals related to retirement and retiree health savings and collective investment trusts. H.R. 4610/S. 3795, RETIRE Act (115th Congress). H.R. 1007/S. 972, Retirement Enhancement and Savings Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement (SECURE) Act. S. 1431, Retirement Security and Savings Act. H.R. 1865, Further Consolidated Appropriations Act 2020. H.R. 6257, Public Service Retirement Fairness Act of 2020. HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2020-04-16T15:47:14.507000-04:00
2429163 DAVIS & HARMAN LLP e6b6f885-906d-43e3-8101-621bd074a866 Q1 DAVIS & HARMAN LLP 11674 MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY 2020 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. H.R. 4610/S. 3795, RETIRE Act (115th Congress). H.R. 1439, Increasing Access to a Secure Retirement Act. Executive Order 13847, Strengthening Retirement Security in America. S. 1431, Retirement Security and Savings Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act. S. 321, Retirement Security Act. H.R. 1007/S. 972, Retirement Enhancement and Savings Act. H.R. 4523, the Automatic Retirement Plan Act (115th Congress). H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). H.R. 4637, the SAVE Act (115th Congress). H.R. 1865, Further Consolidated Appropriations Act 2020. HOUSE OF REPRESENTATIVES,SENATE 10000   0 0 2020-04-16T15:51:17.297000-04:00
2429173 DAVIS & HARMAN LLP 27aac2f1-6f1e-405d-98e4-ab28ee283b1f Q1 DAVIS & HARMAN LLP 11674 INSPIRA FINANCIAL 2020 first_quarter RET Issues related to retirement savings. Issues related to automatic rollovers, missing participants, PBGC, and cash-out limits. S. 2474/ H.R. 6540, Retirement Savings Lost and Found Act (115th Congress). H.R. 1007/ S.972, Retirement Enhancement and Savings Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 5676, the Retirement Plan Modernization Act. S. 1431, Retirement Security and Savings Act of 2019. S. 321, Retirement Security Act of 2019. H.R. 1865, Further Consolidated Appropriations Act 2020. HOUSE OF REPRESENTATIVES,SENATE 10000   0 0 2020-04-16T15:54:21.180000-04:00
2429190 DAVIS & HARMAN LLP a0985b9c-d0d0-452a-bbfc-da55249981f5 Q1 DAVIS & HARMAN LLP 11674 RETIREMENT INDUSTRY TRUST ASSOCIATION 2020 first_quarter RET Issues related to retirement savings and tax incentives. S. 1431, Retirement Security and Savings Act. HOUSE OF REPRESENTATIVES,SENATE 10000   0 0 2020-04-16T15:58:26.547000-04:00
2429200 DAVIS & HARMAN LLP c70c929c-ed73-46b9-99ac-a54f9cc53c31 Q1 DAVIS & HARMAN LLP 11674 TIAA 2020 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/S. 3795, RETIRE Act (115th Congress). H.R. 1007/S.972, Retirement Enhancement and Savings Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act. S. 1431, Retirement Security and Savings Act of 2019. H.R. 1439, Increasing Access to a Secure Retirement Act of 2019. H.R. 3078, Expanding Access to Retirement Savings for Caregivers Act. H.R. 1865, Further Consolidated Appropriations Act 2020. HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2020-04-16T16:01:29.693000-04:00
2429220 DAVIS & HARMAN LLP f0986c73-28c6-4af2-8e69-7bb3e3e27a91 Q1 DAVIS & HARMAN LLP 11674 VANGUARD GROUP 2020 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/S. 3795, RETIRE Act (115th Congress). H.R. 1994, Setting Every Community Up for Retirement Enhancement (SECURE) Act. H.R. 1007/S. 972, Retirement Enhancement and Savings Act. Executive Order 13847, Strengthening Retirement Security in America. H.R. 1865, Further Consolidated Appropriations Act 2020. H.R. 6257, Public Service Retirement Fairness Act. HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2020-04-16T16:04:35.070000-04:00
2429235 PUBLIC PRIVATE STRATEGIES 018c7479-2f0a-47ba-b300-5b8262fe07da Q1 PUBLIC PRIVATE STRATEGIES 401104830 ETSY 2020 first_quarter RET Portable benefits, including expanded retirement options for microbusiness owners, H.R. 1944, S.972, H.R. 1007 HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Small Business Administration (SBA),Treasury, Dept of,U.S. Trade Representative (USTR) 30000   0 0 2020-04-16T16:08:39.033000-04:00
2429394 NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION 3dcb2e85-6974-4795-bbd3-4c5734bb9ce1 Q1 NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION 28674 NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION 2020 first_quarter RET The association monitors and reacts to policy concepts that may impact its ability to continue providing its high quality Retirement Security Plans to members, their employees, and the association staff at affordable rates and on reasonable terms and conditions. During the reporting period, the association focused on the following: H.R. 748 - Coronavirus Aid, Relief, and Economic Security (CARES) Act - retirement plan sections. Agriculture, Dept of (USDA),HOUSE OF REPRESENTATIVES,SENATE   110000 0 0 2020-04-16T17:00:20.317000-04:00
2430047 AARP 43d50a51-cb21-459a-9c03-21525d726a33 Q1 AARP 1694 AARP 2020 first_quarter RET H.R. 6201, Families First Coronavirus Response Act; H.R. 748, Coronavirus Aid, Relief, and Economic Security (CARES) Act - Discussed Medicare enrollment national open enrollment period, medical expense deduction, cost-sharing protections for commercial/private health insurance holders, telehealth access, nursing homes, virtual visitation, home and community-based services, Older Americans Act programs, Medicare home health care, and family caregiving, no-cost COVID-19 testing, equitable relief payments, retirement savings tax relief, suspensions of foreclosures and evictions, expanded unemployment benefits, paid sick and family leave, affordable broadband, and government operations, among other issues. S. 2254/H.R. 397, the Rehabilitation for Multiemployer Pensions Act. H.R. 1230, the Protecting Older Workers Against Discrimination Act (POWADA). S. 3548/H.R. 748, the Coronavirus Aid, Relief, and Economic Security Act (CARES Act). No bill number - Discussed delivery of retirement plan disclosures and notices by electronic and paper delivery methods. No bill number - Discussed private sector retirement reform issues, including establishment of a national automatic retirement system. No bill number - Discussed State facilitated retirement savings programs for private sector workers. No bill number - Discussed part-time worker, independent contractor, contingent worker and personal/individual plan retirement issues. No bill number - Discussed multi-employer pension plan issues. No bill number - Discussed student loans and retirement saving issues. No bill number - Discussed retirement plan data collection, retention, dissemination and cybersecurity issues. No bill number - Discussed small employer and pooled retirement plan issues. No bill number - Discussed small retirement account cash out issues. No bill number - Discussed Individual Retirement Account (IRA) issues. No bill number - Discussed access to retirement savings for dependent care expenses. No bill number - Discussed savings for emergency … Administration for Children & Families (ACF),Centers For Disease Control & Prevention (CDC),Centers For Medicare and Medicaid Services (CMS),Consumer Financial Protection Bureau (CFPB),Corporation for Natl & Community Service,Federal Deposit Insurance Corporation (FDIC),Food & Drug Administration (FDA),Health & Human Services, Dept of (HHS),Health Resources & Services Administration (HRSA),HOUSE OF REPRESENTATIVES,Housing & Urban Development, Dept of (HUD),Indian Health Service,Internal Revenue Service (IRS),Labor, Dept of (DOL),Natl Institutes of Health (NIH),Office of Management & Budget (OMB),Office of Personnel Management (OPM),Office of the Comptroller of the Currency (OCC),Pension Benefit Guaranty Corporation (PBGC),Securities & Exchange Commission (SEC),SENATE,Social Security Administration (SSA),Transportation, Dept of (DOT),Treasury, Dept of,Veterans Affairs, Dept of (VA),White House Office   2210000 0 0 2020-04-17T07:49:26.393000-04:00
2430150 COVINGTON & BURLING LLP 9e78a662-ff87-48d4-9399-27c8e26863b4 Q1 COVINGTON & BURLING LLP 11195 DIRECTORS GUILD OF AMERICA 2020 first_quarter RET Multiemployer pension funding legislation   10000   0 0 2020-04-17T08:30:45.583000-04:00
2430183 UNITED FOOD & COMMERCIAL WORKERS INTERNATIONAL UNION 0a7e9468-56e0-4f80-9e02-769f167ecd40 Q1 UNITED FOOD & COMMERCIAL WORKERS INTERNATIONAL UNION 39121 UNITED FOOD & COMMERCIAL WORKERS INTERNATIONAL UNION 2020 first_quarter RET Met with House and Senate staff regarding pension issues such as Rehabilitation for Multiemployer Pensions Act (HR 397). HOUSE OF REPRESENTATIVES,SENATE   190000 0 0 2020-04-17T08:48:52.610000-04:00
2430283 COVINGTON & BURLING LLP e7436a1e-7b81-4545-9eed-7d603be61020 Q1 COVINGTON & BURLING LLP 11195 JOHN HANCOCK LIFE INSURANCE COMPANY (USA) (FKA JOHN HANCOCK FIN. SERVICES, INC.) 2020 first_quarter RET Retirement Security and long term care insurance. HOUSE OF REPRESENTATIVES 70000   0 0 2020-04-17T09:37:13.037000-04:00
2430289 COVINGTON & BURLING LLP c44dd76a-f85b-444b-97cd-9abc47cab1db Q1 COVINGTON & BURLING LLP 11195 UNISYS CORPORATION 2020 first_quarter RET Retirement security and data protection. SENATE 60000   0 0 2020-04-17T09:39:14.400000-04:00
2430322 UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA f48fb2e7-290b-4f94-931d-69c00b26b961 Q1 UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA 39063 UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA 2020 first_quarter RET Proposals for comprehensive reform of the multiemployer pension system, including creation of composite plans and authorization for a partition program to relieve distressed plans. HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE   230000 0 0 2020-04-17T09:54:23.370000-04:00
2430511 WINNING STRATEGIES WASHINGTON 1f7e31af-bf89-40cf-ace5-8404cdbbd27f Q1 WINNING STRATEGIES WASHINGTON 50796 NATIONAL TROOPERS COALITION 2020 first_quarter RET Retirement issues Federal Aviation Administration (FAA),HOUSE OF REPRESENTATIVES,SENATE 10000   0 0 2020-04-17T10:25:10.627000-04:00
2430574 NATIONAL COUNCIL OF FARMER COOPERATIVES 4f3197a4-32f6-4caa-a559-d6f166836888 Q1 NATIONAL COUNCIL OF FARMER COOPERATIVES 27638 NATIONAL COUNCIL OF FARMER COOPERATIVES 2020 first_quarter RET Issues relating to pension premiums paid by farmer cooperatives; provisions relating to 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),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Occupational Safety & Health Administration (OSHA),SENATE,Transportation, Dept of (DOT),U.S. Trade Representative (USTR)   334000 0 0 2020-04-17T10:31:18.780000-04:00
2430687 INTERNATIONAL UNION OF PAINTERS AND ALLIED TRADES 6bd49809-5791-40ad-9ccc-717d341b3c94 Q1 INTERNATIONAL UNION OF PAINTERS AND ALLIED TRADES 19833 INTERNATIONAL UNION OF PAINTERS AND ALLIED TRADES 2020 first_quarter RET S. 2254 Butch Lewis Act of 2019 - bill establishes the Pension Rehabilitation Administration within the Department of the Treasury and a related trust fund to make loans to certain multiemployer defined benefit pension plans. Bill in entirety. HOUSE OF REPRESENTATIVES,SENATE   150000 0 0 2020-04-17T10:48:42.600000-04:00
2430731 WINNING STRATEGIES WASHINGTON 66ce6dab-1780-4ee5-be3b-7d5c5e17967c Q1 WINNING STRATEGIES WASHINGTON 50796 PRUDENTIAL 2020 first_quarter RET Retirement HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2020-04-17T10:53:52.597000-04:00
2430772 MURPHY OIL CORPORATION 285e47f9-bda5-4d77-a746-d68524bdd916 Q1 MURPHY OIL CORPORATION 401032912 MURPHY OIL CORPORATION 2020 first_quarter RET Pension contribution deferral provisions, HR 748, Subtitle C, Section 3608 "Single Employer Plan Funding Rules." HOUSE OF REPRESENTATIVES,Interior, Dept of (DOI),SENATE   220000 0 0 2020-04-17T11:04:05.637000-04:00
2430858 UNITED ASSN OF JOURNEYMEN & APPRENTICES OF THE PLUMBING & PIPEFITTING INDUSTRY 67e0ec72-ed40-4775-9067-1d4926444b3f Q1 UNITED ASSN OF JOURNEYMEN & APPRENTICES OF THE PLUMBING & PIPEFITTING INDUSTRY 39041 UNITED ASSN OF JOURNEYMEN & APPRENTICES OF THE PLUMBING & PIPEFITTING INDUSTRY 2020 first_quarter RET - Outreach regarding new composite plan design for multiemployer pension plans, generally and specifically in relation to COVID-19 legislation. Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,SENATE   180000 0 0 2020-04-17T11:15:27.120000-04:00
2430965 INTERNATIONAL ALLIANCE OF THEATRICAL STAGE EMPLOYEES 7718f977-fbd2-489d-a347-11eeaa2d7781 Q1 INTERNATIONAL ALLIANCE OF THEATRICAL STAGE EMPLOYEES 401105446 INTERNATIONAL ALLIANCE OF THEATRICAL STAGE EMPLOYEES 2020 first_quarter RET H.R. 397/S. 2254, the Butch Lewis Act; Multi-employer pension reform, generally HOUSE OF REPRESENTATIVES,SENATE,U.S. Trade Representative (USTR)   60000 0 0 2020-04-17T11:29:52.363000-04:00
2431080 ALLON ADVOCACY, LLC b1f223d6-5530-4749-b4d3-e68e7b32e128 Q1 ALLON ADVOCACY, LLC 401104657 YODLEE INC. 2020 first_quarter RET Best interest rule finalized by SEC Consumer Financial Protection Bureau (CFPB),Federal Deposit Insurance Corporation (FDIC),Federal Reserve System,Federal Trade Commission (FTC),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Office of the Comptroller of the Currency (OCC),Securities & Exchange Commission (SEC),SENATE,Small Business Administration (SBA),Treasury, Dept of 70000   0 0 2020-04-17T11:39:15.797000-04:00
2431219 MUTUAL OF OMAHA 59351be5-0e57-4200-8244-535f5dcc6a49 Q1 MUTUAL OF OMAHA 26284 MUTUAL OF OMAHA 2020 first_quarter RET Not yet introduced - to amend the Employee Retirement Income Security Act of 1974; would allow a small change to ERISA section 401(b)(2) to define 'guaranteed benefit policy' and section 3(21), the definition of 'fiduciary'. HOUSE OF REPRESENTATIVES,SENATE   90000 0 0 2020-04-17T11:50:42.490000-04:00
2431325 MINDSET ADVOCACY, LLC 22007d5e-2935-4bac-a5cb-c60983fdd33b Q1 MINDSET ADVOCACY, LLC 296271 LPL FINANCIAL LLC 2020 first_quarter RET General interest in retirement issues. General interest in issues in Auto-IRA legislation and the SAFE Act HOUSE OF REPRESENTATIVES,SENATE 40000   0 0 2020-04-17T12:06:05.800000-04:00
2431396 MERCURY PUBLIC AFFAIRS, LLC 01a9f2ae-42c4-49e6-b047-ff30e2c511e9 Q1 MERCURY PUBLIC AFFAIRS, LLC 70175 PRIMERICA, INC. 2020 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 Administration,SENATE 30000   0 0 2020-04-17T12:15:25.223000-04:00
2431540 HECHT LATHAM SPENCER & ASSOCIATES, INC., FORMERLY KNOWN AS HECHT SPENCER & ASSOC fce40c8d-76e3-45bb-a367-e15bbabab3e2 Q1 HECHT LATHAM SPENCER & ASSOCIATES, INC., FORMERLY KNOWN AS HECHT SPENCER & ASSOC 17966 BOY SCOUTS OF AMERICA 2020 first_quarter RET P.L. 116 - 94 - Further Consolidated Appropriations Act, 2020 - implementation of SECURE Act provisions modifying PBGC premiums for cooperatives and charities. HOUSE OF REPRESENTATIVES,SENATE 50000   0 0 2020-04-17T12:32:08.737000-04:00
2431965 HANCE SCARBOROUGH ca938400-71e8-4f68-835f-7c8099d00635 Q1 HANCE SCARBOROUGH 17443 ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS 2020 first_quarter RET Issues related to federal education policy. Social Security for Public Retirees, S.634 Education Freedom Scholarships and Opportunity. H.R. 3934 The Equal Treatment Of Public Servants Act H.R. 4540 The Public Servants Protection and Fairness Act H.R. 748 CARES Act HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2020-04-17T13:34:46.040000-04:00
2431985 MILLER & CHEVALIER CHARTERED 3e7b0a13-b3fb-4fbf-aba6-41df635d2a54 Q1 MILLER & CHEVALIER CHARTERED 25306 DELPHI SALARIED RETIREES ASSOCIATION 2020 first_quarter RET Pension issues involving the Pension Benefit Guaranty Corporation. HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2020-04-17T13:38:51.983000-04:00
2432124 AK STEEL HOLDING CORPORATION 0c0d6474-c4cd-460f-bdf4-1acaa70c9232 1T AK STEEL HOLDING CORPORATION 400326536 AK STEEL HOLDING CORPORATION 2020 first_quarter RET Multi-Employer Pension Plans provisions/legislation The Butch Lewis Act - S.2254/H.R.397 Army, Dept of (Corps of Engineers),Commerce, Dept of (DOC),Defense Logistics Agency,Environmental Protection Agency (EPA),Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,Natl Highway Traffic Safety Administration (NHTSA),SENATE,Surface Transportation Board (STB),U.S. Customs & Border Protection,U.S. Trade Representative (USTR)   154000 0 1 2020-04-17T13:56:35.293000-04:00
2432415 WILLIAMS AND JENSEN, PLLC 6b8280e0-4ba3-429b-9332-e15711d0ddb8 Q1 WILLIAMS AND JENSEN, PLLC 41454 HOUSTON FIREFIGHTERS RELIEF AND RETIREMENT FUND 2020 first_quarter RET Social Security legislation, H.R. 141, S. 521, H.R. 4540. H.R. 3934, S. 3526, Equal Treatment of Public Servants Act of 2019. HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of 40000   0 0 2020-04-17T14:38:46.157000-04:00
2432428 WILLIAMS AND JENSEN, PLLC 8eee19ef-ba2a-4dfa-b018-15e3a957ca6c Q1 WILLIAMS AND JENSEN, PLLC 41454 LOS ANGELES COUNTY EMPLOYEES' RETIREMENT SYSTEM 2020 first_quarter RET Social Security legislation, H.R. 141, S. 521, H.R. 4540, H.R. 3934. HOUSE OF REPRESENTATIVES,SENATE 50000   0 0 2020-04-17T14:40:50.723000-04:00
2433178 ALLIANCE FOR RETIRED AMERICANS 4a5f33ff-c010-4633-a8eb-13565e2c1bd9 Q1 ALLIANCE FOR RETIRED AMERICANS 67238 ALLIANCE FOR RETIRED AMERICANS 2020 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. Implementation of the Multiemployer Pension Reform Act of 2014 8. Status of Social Security Disability claims backlog 9. U.S. House and Senate Expand Social Security Caucuses 10. Social Security Administration online COLA notifications 11. Proposals for loan guarantees for multi-employer pension plans 12. Proposals for multiple employer retirement accounts 13. H.R. 860, Social Security Act 2100, entire bill 14. H.R. 1540, Protecting Our Widows and Widowers in Retirement (POWR) Act, entire bill 15. H.R. 1170, Social Security Expansion Act, entire bill 16. S. 478, Social Security Expansion Act, entire bill 17. Nominations for Social Security Public Trustees 18. H.R. 397, Rehabilitation for Multiemployer Pensions Act, entire bill 19. H.R. 2654, Strengthening Social Security Act of 2019, entire bill 20. H.R. 4540, Public Servants Protection and Fairness Act, entire bill 21. Social Security Administration field office hours opening and closing 22. Electronic disclosure and notification of pension plan information 23. S. 2254, Butch Lewis Act of 2019, entire bill 24. H.R. 5306, Know Your Social Security Act, entire bill 25. S. 2989, Know Your Social Security Act, entire bill 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),Pension & Welfare Benefits Administration,SENATE,Social Security Administration (SSA),U.S. Trade Representative (USTR)   70000 0 0 2020-04-17T15:50:52.120000-04:00
2433256 VANGUARD GROUP ca0f0637-4003-41e4-8960-8fccb99379d1 Q1 VANGUARD GROUP 291058 VANGUARD GROUP 2020 first_quarter RET Issues in support of providing for electronic delivery of ERISA mandated retirement information, including the RETIRE Act and Proposed Rule 1210-AB90 Issues related to tax incentives for retirement savings Issues related to employee benefit plan administration Issues related to limitations on retirement plan contributions or assets Issues related to retirement coverage proposals Issues related to auto-enrollment safe harbor Issues related to improving and enhancing retirement plans Issues related to S.1431 the Retirement Security and Savings Act of 2019 Issues related to universal savings account vehicles Issues related to portable retirement accounts Issues related to allowing collective investment trusts in 403(b) plans Issues related to retirement planning services Issues related to H.R. 4117 the IRA Preservation Act of 2019 Issues related to H.R. 6257 the Public Service Retirement Fairness Act Issues related to fiscal stimulus, including H.R. 748 the Coronavirus Aid, Relief, and Economic Security (CARES) Act HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of   770000 0 0 2020-04-17T16:00:14.303000-04:00
2433547 NATIONAL BEER WHOLESALERS ASSOCIATION 5374f9ac-8af6-41fa-82b0-8e6a822bd7db Q1 NATIONAL BEER WHOLESALERS ASSOCIATION 27274 NATIONAL BEER WHOLESALERS ASSOCIATION 2020 first_quarter RET Issues relating to multi-employer pension plans. H.R. 748, The Coronavirus Aid, Relief and Economic Security Act: issues related to multi-employer pension plans. H.R. 397 - Rehabilitation for Multiemployer Pensions Act of 2019 S. 2254 - Butch Lewis Act of 2019 Agriculture, Dept of (USDA),Alcohol & Tobacco Tax & Trade Bureau (TTB),Federal Motor Carrier Safety Administration,Food & Drug Administration (FDA),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Justice, Dept of (DOJ),Labor, Dept of (DOL),Natl Institute on Alcohol Abuse & Alcoholism (NIAA),SENATE,Treasury, Dept of,White House Office   200000 0 0 2020-04-17T16:38:25.620000-04:00
2433772 DAIRY FARMERS OF AMERICA, INC. d43e1a3a-59cb-4b6b-9e52-eae6a95e6ffe Q1 DAIRY FARMERS OF AMERICA, INC. 47314 DAIRY FARMERS OF AMERICA INC 2020 first_quarter RET Educated members of Congress on problems with multi-employer pensions. Agriculture, Dept of (USDA),HOUSE OF REPRESENTATIVES,SENATE,White House Office   340000 0 0 2020-04-17T17:03:42.570000-04:00
2433818 BREDHOFF & KAISER, P.L.L.C. 49a51781-0fc8-471e-b02b-a4f237066da9 Q1 BREDHOFF & KAISER, P.L.L.C. 304953 BAKERY AND CONFECTIONERY UNION & INDUSTRY INTERNATIONAL PENSION FUND 2020 first_quarter RET H.R. 397, Rehabilitation for Multiemployer Pensions Act of 2019; multiemployer pension reform for underfunded pension plans HOUSE OF REPRESENTATIVES,SENATE     0 0 2020-04-17T17:08:51.157000-04:00
2433872 PUBLIC STRATEGIES WASHINGTON, INC. d536f39e-3ade-402a-a37e-3063107f34ea Q1 PUBLIC STRATEGIES WASHINGTON, INC. 32486 INVESTMENT COMPANY INSTITUTE 2020 first_quarter RET Issues relating to retirement security and proposals to enhance and improve retirement savings. HOUSE OF REPRESENTATIVES,SENATE 40000   0 0 2020-04-17T17:15:02.820000-04:00
2433894 PUBLIC STRATEGIES WASHINGTON, INC. f8ecbd69-8eeb-4efe-a613-ee6b76c4773d Q1 PUBLIC STRATEGIES WASHINGTON, INC. 32486 PRINCIPAL FINANCIAL GROUP 2020 first_quarter RET Issues relating to retirement security and proposals to enhance and improve retirement savings HOUSE OF REPRESENTATIVES,SENATE 30000   0 0 2020-04-17T17:17:07.043000-04:00
2433909 PUBLIC STRATEGIES WASHINGTON, INC. 08e2e93d-7b19-4c62-ba7a-c28641f79155 Q1 PUBLIC STRATEGIES WASHINGTON, INC. 32486 PRUDENTIAL FINANCIAL INC 2020 first_quarter RET Issues relating to retirement security and proposals to enhance and improve retirement savings. Legislation to enhance retirement plan options HOUSE OF REPRESENTATIVES,SENATE 50000   0 0 2020-04-17T17:19:11.037000-04:00
2433971 BLACKROCK FUNDS SERVICES GROUP, LLC 85df747e-63bb-487d-ad4e-705f43e8579f Q1 BLACKROCK FUNDS SERVICES GROUP, LLC 400534597 BLACKROCK FUNDS SERVICES GROUP LLC 2020 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),Export-Import Bank of the United States (EXIM Bank),Federal Deposit Insurance Corporation (FDIC),Federal Reserve System,Federal Trade Commission (FTC),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Overseas Private Investment Corp (OPIC),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of   340000 0 0 2020-04-17T17:30:32.480000-04:00
2434102 PACIFIC LIFE INSURANCE COMPANY ed1786ad-8d82-4228-9562-22cac06f05e5 Q1 PACIFIC LIFE INSURANCE COMPANY 309754 PACIFIC LIFE INSURANCE COMPANY 2020 first_quarter RET H.R. 1994 - Setting Every Community up for Retirement Enhancement Act Issue: Retirement Security. H.R. 1439 - The Increasing Access to a Secure Retirement Act Issue: measures to bolster Americans retirement security and annuity selection safe harbor. HR 5282/S 2526 - Retirement Enhancement Savings Act. H.R. 2055/ S. 868 - Lifetime Income Disclosure Act. Issue: lifetime income illustration Department of Labor Fiduciary Rule, SEC Best Interest Standard. S. 1431 - Retirement Security and Savings Act. H.R. 1865 Further Consolidated Appropriations Act. Coronavirus Aid, Relief, and Economic Security Act (CARES) Act Provisions on retirement including: Temporary Waiver of RMD, increase in loan amount from Employer Sponsored Plans, IRS Penalty tax free distribution from eligible retirement plans Discussions related to the following bills from the previous Congress: H.R. 3857 - Protecting Advice for Small Savers Act of 2017 addressing the DOL Fiduciary rule and establishing a best interest standard for financial advisors. H.R. 4524 - The Retirement Simplification and Enhancement Act of 2017 Issue: Lifetime income provisions. H.R. 4523 - The Automatic Retirement Plan Act Issue: Retirement Security. H.R. 3910 - Amends the Internal Revenue Code of 1986 to make lifetime income and managed account options of defined contribution retirement savings plans portable. Consumer Financial Protection Bureau (CFPB),Federal Housing Finance Agency (FHFA),Federal Reserve System,HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of   390000 0 0 2020-04-17T17:49:01.533000-04:00

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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 6909.326ms · Data license: Public Domain (U.S. Government data) · Data source: Federal Register API & Regulations.gov API