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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

991 rows where filing_year = 2023 and issue_code = "RET" sorted by filing_year descending

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filing_period 4

  • second_quarter 254
  • first_quarter 252
  • fourth_quarter 246
  • third_quarter 239

issue_code 1

  • RET · 991 ✖

filing_year 1

  • 2023 · 991 ✖
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
2954264 AMAC ACTION 2068f211-1d1b-42f4-8554-7222420d4778 Q1 AMAC ACTION 401104675 AMAC ACTION 2023 first_quarter RET healthcare reform solutions and legislation, Social Security reform solutions and legislation Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,SENATE   130000 0 0 2023-03-28T13:05:34-04:00
2954750 DOUCET CONSULTING SOLUTIONS, LLC ce4eddf7-dd14-447a-a029-24820462bbeb Q1 DOUCET CONSULTING SOLUTIONS, LLC 401104418 LOUISIANA SHERIFFS' ASSOCIATION 2023 first_quarter RET Support for repeal of the Windfall Elimination Provision and the Government Pension Offset in the Social Security Program. SENATE,Treasury, Dept of,White House Office 10000   0 0 2023-04-03T15:47:48-04:00
2954755 DOUCET CONSULTING SOLUTIONS, LLC 8883fa1f-bc5e-4794-a5d6-979ad0bfd5f0 Q1 DOUCET CONSULTING SOLUTIONS, LLC 401104418 WILLIAMS AND JENSEN ON BEHALF OF LOS ANGELES COUNTY EMPLOYEES' RETIREMENT SYSTEM 2023 first_quarter RET Support for reforms to the Windfall Elimination Provision and the Government Pension Offset in the Social Security Program. HOUSE OF REPRESENTATIVES,SENATE     0 0 2023-04-03T16:09:01-04:00
2955537 NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS 30f7ae87-b0ee-4689-ae62-8501120b80ad Q1 NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS 26901 NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS 2023 first_quarter RET Issues related to IRA and pension reform. Issues related to investment advice 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. HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),SENATE,Treasury, Dept of   457875 0 0 2023-04-06T13:59:21-04:00
2956188 INTERNATIONAL ALLIANCE OF THEATRICAL STAGE EMPLOYEES a33e470a-1343-43a9-91b5-b4d1a96920e3 Q1 INTERNATIONAL ALLIANCE OF THEATRICAL STAGE EMPLOYEES 401105446 INTERNATIONAL ALLIANCE OF THEATRICAL STAGE EMPLOYEES 2023 first_quarter RET Oppose the Giving Retirement Options to Workers Act     60000 0 0 2023-04-10T09:24:11-04:00
2956351 INTERNATIONAL UNION OF POLICE ASSOCIATIONS, AFL-CIO 0274849a-0eb3-4301-9f5d-cf756a151601 Q1 INTERNATIONAL UNION OF POLICE ASSOCIATIONS, AFL-CIO 50400 INTERNATIONAL UNION OF POLICE ASSOCIATIONS AFL-CIO 2023 first_quarter RET S2236, HR 82 HOUSE OF REPRESENTATIVES,SENATE   20000 0 0 2023-04-10T12:45:38-04:00
2956444 PUBLIC PRIVATE STRATEGIES 34306e0c-2a6a-4e76-87b7-00195b7a97a0 Q1 PUBLIC PRIVATE STRATEGIES 401104830 ETSY 2023 first_quarter RET Retirement savings and portable benefits HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE 45000   0 0 2023-04-10T13:58:22-04:00
2956467 MARSH & MCLENNAN COMPANIES, INC. f04b384b-5bd5-475d-a31a-db1f55319af4 Q1 MARSH & MCLENNAN COMPANIES, INC. 400361683 MARSH & MCLENNAN COMPANIES, INC. 2023 first_quarter RET Implementation of SECURE 2.0 retirement legislation HOUSE OF REPRESENTATIVES,SENATE   310000 0 0 2023-04-10T14:09:01-04:00
2956677 THE ERISA INDUSTRY COMMITTEE 70d52937-d635-4541-ab0b-1cd78206bad0 Q1 THE ERISA INDUSTRY COMMITTEE 13803 ERISA INDUSTRY COMMITTEE 2023 first_quarter RET Paid leave issues Emergency savings Single-employer defined benefit issues Retirement plan disclosures Retirement plan investment requirements and options Retirement plan contribution flexibility Retirement savings tax issues Modernizing retirement plan administration Retirement plan recordkeeping issues PBGC premiums SECURE 2.0 Act Multiemployer pensions Litigation and enforcement affecting benefit plans HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of   80000 0 0 2023-04-10T17:24:17-04:00
2956714 TREA SENIOR CITIZENS LEAGUE 33aa32ed-0bf8-4144-a84f-64c99358154c Q1 TREA SENIOR CITIZENS LEAGUE 38426 TREA SENIOR CITIZENS LEAGUE 2023 first_quarter RET Social Security Cost of Living Adjustment (S.394, H.R.671), Social Security Reform (H.R. 281), Repeal of the Windfall Elimination Provision and the Government Pension Offset H.R. 82, S.597), Special Stimulus for Social Security Recipients. HOUSE OF REPRESENTATIVES,SENATE     0 0 2023-04-10T22:39:25-04:00
2957015 AZOA SERVICES CORP(ALLIANZ OF AMERICA) FORMERLY AZOA SERIVCES CORP/FIREMAN'S FUND(ALLIANZ OF AMERICA e1928080-5648-4118-9587-5b9b24c5596e 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 2023 first_quarter RET Monitor SEC's Regulation Best Interest. Regarding the Department of Labor's Financial Factors in Selecting Plan Investments, support changes to prevent the Department from requiring plan fiduciaries to select investments based solely on pecuniary factors and prohibiting consideration of Environmental, Societal, and Governmental factors. (No specific bills.) Implementation of H.R. 2954, the SECURE 2.0 Act HOUSE OF REPRESENTATIVES,SENATE   480000 0 0 2023-04-11T12:15:34-04:00
2957066 THE ESOP ASSOCIATION 37977239-c203-45fe-b93f-f64af3d4fc90 Q1 THE ESOP ASSOCIATION 13858 ESOP ASSOCIATION 2023 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. HOUSE OF REPRESENTATIVES,SENATE   50000 0 0 2023-04-11T13:03:11-04:00
2957214 NATIONAL ASSOCIATION OF POSTAL SUPERVISORS b860c5f9-d57a-4df4-ab8d-dcc56dcad211 Q1 NATIONAL ASSOCIATION OF POSTAL SUPERVISORS 401075023 NATIONAL ASSOCIATION OF POSTAL SUPERVISORS 2023 first_quarter RET Legislation that may impact the Civil Service Retirement System and the Federal Employees Retirement System H.R. 82 and S. 957, the Social Security Fairness Act, legislation to repeal the Windfall Elimination Provision and the Government Pension Offset H.R. 866, the COLA Equity Act, legislation to provide equity between the CSRS retirement cost-of-living-adjustment and the FERS cost-of-living-adjustment H.R. 716, the Fair COLA for Seniors Act, legislation to provide a more accurate calculation for retirement cost-of-living-adjustments HOUSE OF REPRESENTATIVES,SENATE   15000 0 0 2023-04-11T15:05:31-04:00
2957258 VERITAS ADVISORS, LLP 22c2cbbe-4a5b-4c33-a9ed-13065b921732 Q1 VERITAS ADVISORS, LLP 283878 CLEARWATER PAPER 2023 first_quarter RET Pensions, no specific bills. HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2023-04-11T15:31:34-04:00
2957627 DYKEMA GOSSETT PLLC 49338c42-78d5-42f1-a443-1e2621d08709 Q1 DYKEMA GOSSETT PLLC 12915 JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) 2023 first_quarter RET Lobbied in support of retirement security and pension provisions. Lobbied on proposed Fiduciary Rule. HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2023-04-12T11:14:48-04:00
2957668 PUBLIC STRATEGIES WASHINGTON, INC. 41401634-77ed-4d16-a53a-74f76ea4fdec Q1 PUBLIC STRATEGIES WASHINGTON, INC. 32486 INVESTMENT COMPANY INSTITUTE 2023 first_quarter RET Issues relating to retirement security HOUSE OF REPRESENTATIVES,SENATE 30000   0 0 2023-04-12T12:10:05-04:00
2957721 PUBLIC STRATEGIES WASHINGTON, INC. 8f981807-7d29-41f7-867a-986e62e75b5b Q1 PUBLIC STRATEGIES WASHINGTON, INC. 32486 PRINCIPAL FINANCIAL GROUP 2023 first_quarter RET Issues relating to retirement security HOUSE OF REPRESENTATIVES,SENATE 30000   0 0 2023-04-12T12:57:06-04:00
2957802 CASSIDY & ASSOCIATES, INC. 8ea118ba-7515-40c1-9a66-90ac3088e504 Q1 CASSIDY & ASSOCIATES, INC. 8453 SOCIETY OF ACTUARIES 2023 first_quarter RET General legislative issues related to actuarial profession HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2023-04-12T14:15:24-04:00
2957817 RICH FEUER ANDERSON 65231ab6-e4b0-4f5c-bb61-d447ef5a910b Q1 RICH FEUER ANDERSON 84775 BLACKROCK FUNDS SERVICES GROUP LLC (FORMERLY BLACKROCK CAPITAL MANAGEMENT INC.) 2023 first_quarter RET Issues related to retirement security and savings, including retirement income products and retirement income disclosures and H.R.2594, the "Securing a Strong Retirement Act of 2021." HOUSE OF REPRESENTATIVES,SENATE 80000   0 0 2023-04-12T14:25:05-04:00
2957967 LONGBOW PUBLIC POLICY GROUP, LLC 721c8a97-8204-4895-81bc-8fa616328106 Q1 LONGBOW PUBLIC POLICY GROUP, LLC 401106355 CENTER FOR CAPITAL MARKETS COMPETITIVENESS, U.S. CHAMBER OF COMMERCE 2023 first_quarter RET Anticipated Fiduciary Rule further defining and delimiting the definition of fiduciary pursuant to the Employee Retirement Income Security Act of 1974. Labor, Dept of (DOL) 30000   0 0 2023-04-12T15:44:22-04:00
2957971 LONGBOW PUBLIC POLICY GROUP, LLC 27e4af2c-9bc5-4652-beb2-0096e079ef81 Q1 LONGBOW PUBLIC POLICY GROUP, LLC 401106355 UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA 2023 first_quarter RET General education concerning the need for additional reform of the multiemployer pension system following the enactment of the Special Financial Assistance program as part of the American Rescue Plan Act. Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC) 20000   0 0 2023-04-12T15:45:05-04:00
2957975 LONGBOW PUBLIC POLICY GROUP, LLC 543e1b21-12a5-40bf-93ae-0607692e3dbc Q1 LONGBOW PUBLIC POLICY GROUP, LLC 401106355 SIGNATORY WALL AND CEILING CONTRACTORS ALLIANCE 2023 first_quarter RET H.J. Res. 30, providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Department of Labor relating to Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights; entire resolution. S.J. Res. 8, Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Department of Labor relating to Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights; entire resolution. General education concerning the need for additional reform of the multiemployer pension system following the enactment of the Special Financial Assistance program as part of the American Rescue Plan Act with an emphasis on the authorization of two-pool withdrawal liability for multiemployer plans in the construction industry, improved legal clarity for variable defined benefit plans, and authorization of composite plans. HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE,White House Office 50000   0 0 2023-04-12T15:45:57-04:00
2958129 DUTKO WORLDWIDE, LLC a99627b4-dbc3-4454-81ab-922368a1ce6f Q1 DUTKO WORLDWIDE, LLC 12868 ACCENTURE FEDERAL SERVICES LLC 2023 first_quarter RET Monitor IT Modernization at the Social Security Administration. Support language to accelerate IT modernization efforts at SSA HOUSE OF REPRESENTATIVES,SENATE 40000   0 0 2023-04-12T17:08:15-04:00
2958655 MR. MARK REY 161cfba3-7b99-47fb-961a-acc6081c69ab Q1 MR. MARK REY 400454181 NATIONAL OLDER WORKERS CAREER CENTER 2023 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 2023-04-13T13:54:11-04:00
2959047 DANEA KEHOE f3ccd426-483b-4d89-a999-3bbaf608b954 Q1 DANEA KEHOE 67570 NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS 2023 first_quarter RET ESG investments in retirement plans catch-up contributions HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE 10000   0 0 2023-04-14T07:12:24-04:00
2959084 AARP 39aa04f7-e991-42f1-a3b9-beb034ed1208 Q1 AARP 1694 AARP 2023 first_quarter RET S. 692, a bill to require require the Social Security Administration to make changes to Social Security terminology. S. 664, a bill to ensure that Social Security beneficiaries receive regular statements. No bill number. Discussed long term solvency of Social Security and options to extend solvency. No bill number. Discussed customer Social Security customer service. No bill number. Discussed Social Security, Medicare and debt ceiling. No bill number. Discussed fast track entitlement commissions. H.R. 716, Fair COLA for Seniors Act of 2023. No bill number. Discussed the Supplemental Security Income program. H.R. 82, Social Security Fairness Act of 2023. Discussed pension provisions enacted in the Securing a Strong Retirement Act (SECURE 2.0). No bill number. Discussed the Thrift Savings Plan and non-government workers. No bill number. Discussed improvements to Social Security and retirement. HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Social Security Administration (SSA)   3850000 0 0 2023-04-14T08:31:06-04:00
2959200 PUBLIC STRATEGIES WASHINGTON, INC. f1d43b3c-8496-4bb6-88b2-d33384f3256b Q1 PUBLIC STRATEGIES WASHINGTON, INC. 32486 PRUDENTIAL FINANCIAL INC 2023 first_quarter RET Issues relating to retirement security Legislation to enhance retirement plan options Monitor legislation related to data privacy and security HOUSE OF REPRESENTATIVES,SENATE 50000   0 0 2023-04-14T09:54:33-04:00
2959351 NATIONAL FEDERATION OF THE BLIND cabfb40d-86f9-4564-974f-227e2481f137 Q1 NATIONAL FEDERATION OF THE BLIND 401103561 NATIONAL FEDERATION OF THE BLIND 2023 first_quarter RET Remove the earnings cliff for Social Security Disability Insurance recipients and replace it with a two-for-one phaseout. HOUSE OF REPRESENTATIVES,SENATE,Social Security Administration (SSA)   50000 0 0 2023-04-14T11:41:44-04:00
2959421 FORSCEY, PLLC 20b14392-3c8d-4d57-bf76-2eadb6b5f70b Q1 FORSCEY, PLLC 52880 WRITERS GUILD OF AMERICA, WEST 2023 first_quarter RET Work in opposition to legislation that would reduce previously enacted government approved funding for distressed multi-employer pension plans and in opposition to proposals that would increase PBGC premiums on multi-employer plans. HOUSE OF REPRESENTATIVES,Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of 30000   0 0 2023-04-14T12:22:47-04:00
2959648 NATIONWIDE MUTUAL INSURANCE COMPANY c300b061-f3a0-42e9-82dd-61e8bd2ff1de Q1 NATIONWIDE MUTUAL INSURANCE COMPANY 26411 NATIONWIDE MUTUAL INSURANCE COMPANY 2023 first_quarter RET PL 117-328 Consolidated Appropriations Act, 2023 - SECURE 2.0 HR 6746 (117th) Lifetime Income For Employees Act - allows fiduciaries of pension plans to make default investment arrangements in annuity contracts Issue Investment Advice Standards Issue Davis Bacon HR 7151 (117th) Ensuring Sound Guidance Act - Under ERISA, specify that only pecuniary factors are to be taken into account in determining best interest Issue Retirement Security HR 1177/S 427 Financial Freedom Act of 2023 - prohibit the Secretary of Labor from constraining the range or type of investments that may be offered in retirement accounts HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE   980000 0 0 2023-04-14T15:09:55-04:00
2959906 TIBER CREEK GROUP 73aac6da-c0ed-403e-840d-f32cf41e026b Q1 TIBER CREEK GROUP 20744 COMMITTEE ON CAPITAL MARKETS REGULATION 2023 first_quarter RET Issues related to retirement security. SENATE 10000   0 0 2023-04-15T11:44:34-04:00
2960184 HOLLAND & KNIGHT LLP b7a64620-4fbf-48ff-9666-19e97bcae087 Q1 HOLLAND & KNIGHT LLP 18466 CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. 2023 first_quarter RET Educating members of Congress and staff on financial planning business tax incentives and retirement issues and policy. HOUSE OF REPRESENTATIVES,SENATE 60000   0 0 2023-04-16T13:13:57-04:00
2960421 CONCERNED WOMEN FOR AMERICA LEGISLATIVE ACTION COMMITTEE 2ceb3a66-1f4f-4f53-bff2-6fb47e2b1a03 Q1 CONCERNED WOMEN FOR AMERICA LEGISLATIVE ACTION COMMITTEE 47985 CONCERNED WOMEN FOR AMERICA LEGISLATIVE ACTION COMMITTEE 2023 first_quarter RET Opposed the rule submitted by the Department of Labor relating to "Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights" Endorsed H.J.Res.30 A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Department of Labor relating to "Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights". Opposed veto of H.J.Res.30 A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Department of Labor relating to "Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights". Endorsed S.J.Res.8 A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Department of Labor relating to "Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights" HOUSE OF REPRESENTATIVES,President of the U.S.,SENATE   15000 0 0 2023-04-16T20:13:26-04:00
2960632 COVINGTON & BURLING LLP 70946c2c-b258-4ca2-b3e5-b43fde63146c Q1 COVINGTON & BURLING LLP 11195 JOHN HANCOCK LIFE INSURANCE COMPANY (USA) (FKA JOHN HANCOCK FIN. SERVICES, INC.) 2023 first_quarter RET Retirement; long term care insurance.   40000   0 0 2023-04-17T09:49:49-04:00
2961056 EMERGENT STRATEGIES 72779ef3-cce2-44d3-90e0-f0b5f6a4405a Q1 EMERGENT STRATEGIES 401104778 RETIRESAFE 2023 first_quarter RET Issues related to seniors and their needs during retirement. HOUSE OF REPRESENTATIVES,SENATE     0 0 2023-04-17T11:18:05-04:00
2961267 FORBES-TATE d27a32de-184c-4a9b-9ca1-6053db43af52 Q1 FORBES-TATE 400976792 INSURED RETIREMENT INSTITUTE 2023 first_quarter RET Issues related to retirement savings; H.R. 2954 - Securing a Strong Retirement Act of 2021 (117th Congress). HOUSE OF REPRESENTATIVES,SENATE 50000   0 0 2023-04-17T11:55:15-04:00
2961307 FORBES-TATE fed52e90-a1b4-4209-b900-0eccf6662e7f Q1 FORBES-TATE 400976792 INSURED RETIREMENT INSTITUTE 2023 first_quarter RET Issues related to retirement savings; H.R. 2954 - Securing a Strong Retirement Act of 2021 (117th Congress). HOUSE OF REPRESENTATIVES,SENATE 50000   0 0 2023-04-17T12:02:47-04:00
2961323 TRUCKER HUSS APC 827553eb-2685-45e8-80b9-8a04bf8aa550 Q1 TRUCKER HUSS APC 400537609 WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND 2023 first_quarter RET Retirement HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of     0 0 2023-04-17T12:05:35-04:00
2961424 NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION (NRECA) 07b16a1a-6e98-495b-9dce-645b76f702de Q1 NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION (NRECA) 28515 NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION (NRECA) 2023 first_quarter RET Draft retirement savings proposals impacting defined-benefit and defined-contribution plans HOUSE OF REPRESENTATIVES,SENATE   670348 0 0 2023-04-17T12:21:18-04:00
2961568 FORBES-TATE 42f47eb9-87bd-49cc-8a90-7273f53ddae7 Q1 FORBES-TATE 400976792 EDWARD D. JONES & CO., L.P. 2023 first_quarter RET Issues related to retirement security and savings matters; Issues related to small business retirement and retirement savings; Issues related to retirement savings for military spouses; SIMPLE IRAs; Issues related to financial transaction, capital gains, and dividend income taxes; Issues related to senior investor protection matters; Issues related to SEC and DOL standard of care rulemaking; Issues related to partnership tax and IRS Code Section 199A. SENATE 50000   0 0 2023-04-17T12:54:22-04:00
2961624 ALLON ADVOCACY, LLC c371bd50-57aa-4409-8b1c-5c0463219931 Q1 ALLON ADVOCACY, LLC 401104657 YODLEE INC. 2023 first_quarter RET Best interest rule finalized by SEC and revised Department of Labor fiduciary rule. Consumer Financial Protection Bureau (CFPB),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of 70000   0 0 2023-04-17T13:08:33-04:00
2961689 ALLON ADVOCACY, LLC 40bb8fec-1dcb-4a2d-b15a-ea15318d2ef6 Q1 ALLON ADVOCACY, LLC 401104657 FORGE GLOBAL, INC. 2023 first_quarter RET Issues related to the treatment of certain retirement accounts. HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE 50000   0 0 2023-04-17T13:22:22-04:00
2961750 PORTERFIELD, FETTIG & SEARS, LLC 5e100383-edb1-4735-b4c4-b6ed9b306970 Q1 PORTERFIELD, FETTIG & SEARS, LLC 305054 PRUDENTIAL FINANCIAL 2023 first_quarter RET Issues related to retirement regulations. HOUSE OF REPRESENTATIVES,SENATE 40000   0 0 2023-04-17T13:41:17-04:00
2961923 SQUIRE PATTON BOGGS 6924661f-b777-4ea9-85d8-783fa986c103 Q1 SQUIRE PATTON BOGGS 30906 AON SERVICE CORPORATION (FKA AON HEWITT) 2023 first_quarter RET Advice regarding retirement-related legislation and regulatory reform. HOUSE OF REPRESENTATIVES,SENATE 50000   0 0 2023-04-17T14:23:53-04:00
2962247 KEVIN KAYES 0f66d4c2-4e77-41eb-8c66-5c66dd8225d5 Q1 KEVIN KAYES 401104434 ARCBEST 2023 first_quarter RET Pension Legislation HOUSE OF REPRESENTATIVES,SENATE 40000   0 0 2023-04-17T15:43:15-04:00
2962309 POYNER SPRUILL LLP 6d2d84f3-b83f-445e-b226-e95fb7fad14c Q1 POYNER SPRUILL LLP 400563685 AMERICAN RETIREMENT ASSOCIATION 2023 first_quarter RET Implementation of retirement plan legislation, legislative proposals, retirement plan correction programs, reporting and disclosure, enforcement activities, and rulings and agreements. HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE 30000   0 0 2023-04-17T15:54:27-04:00
2962444 NATIONAL COUNCIL OF FARMER COOPERATIVES 685e93f8-d4ab-4b0c-976e-5f14fab67ec0 Q1 NATIONAL COUNCIL OF FARMER COOPERATIVES 27638 NATIONAL COUNCIL OF FARMER COOPERATIVES 2023 first_quarter RET Issues relating to pension plans sponsored by farmer cooperatives; issues relating to and impacting agriculture and farmer cooperatives HOUSE OF REPRESENTATIVES,SENATE   419000 0 0 2023-04-17T16:22:43-04:00
2963108 PENN AVENUE PARTNERS 4098349e-1cde-4a48-80b6-232c9721157a Q1 PENN AVENUE PARTNERS 400918672 BRIGHTHOUSE FINANCIAL, INC. 2023 first_quarter RET Retirement issues impacting Brighthouse Financial. HOUSE OF REPRESENTATIVES,SENATE 30000   0 0 2023-04-18T07:35:03-04:00
2963322 GLADNEY LAW GROUP b673e330-7ac7-49f5-a4a0-89035ecc4827 Q1 GLADNEY LAW GROUP 401105457 INTERN ASSOC OF BRIDGE, STRUCTURAL, ORNAMENTAL AND REINFORCING IRONWORKERS 2023 first_quarter RET Amendment to 26U.S.C. 414(k) HOUSE OF REPRESENTATIVES,Pension Benefit Guaranty Corporation (PBGC),SENATE     0 0 2023-04-18T09:31:31-04:00
2963330 GLADNEY LAW GROUP 2f6f5c0f-68fe-4137-9886-96814e60aa75 Q1 GLADNEY LAW GROUP 401105457 ULLICO, INC. 2023 first_quarter RET Pension reform SENATE     0 0 2023-04-18T09:36:00-04:00
2963688 UNIFIED SOLUTIONS, LLC 0f2e2716-8bd3-4992-8417-650df1a47d18 Q1 UNIFIED SOLUTIONS, LLC 401103156 GENERAL FEDERATION OF WOMEN'S CLUBS 2023 first_quarter RET Paid Family and Medical Leave Act HOUSE OF REPRESENTATIVES,SENATE 10000   0 0 2023-04-18T10:58:40-04:00
2964152 THE RABEN GROUP e97e6770-8460-4563-993d-464e80269ccb Q1 THE RABEN GROUP 61458 SMALL INVESTOR PROTECTION LEAGUE (INFORMAL COALITION) 2023 first_quarter RET Issues relating to professional activist investors and closed-end funds; proposals to enhance investor protections; proposals to amend the Investment Company Act, including the Increasing Investor Opportunities Act. HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE 40000   0 0 2023-04-18T12:18:41-04:00
2964291 CAPITOL CITY GROUP, LTD. e77da1ab-14d2-4ca7-8c65-5cf9ed35ecde Q1 CAPITOL CITY GROUP, LTD. 52903 ASCENSUS, INC. 2023 first_quarter RET H.Res.117 Affirming that Social Security is one of the primary pillars of retirement support for millions of older Americans, and for other purposes; H.R.2637 To amend the Internal Revenue Code of 1986 to waive the early withdrawal penalty on certain distributions from qualified retirement plans;S.1135 A bill to amend title XXVII of the Public Health Service Act, the Employee Retirement Income Security Act of 1974, the Internal Revenue Code of 1986, and the Patient Protection and Affordable Care Act to require coverage of hearing devices and systems in certain private health insurance plans, and for other purposes; H.R.585 Expanding Penalty Free Withdrawal Act; H.R.1119-S523 Freedom to Invest in a Sustainable Future Act; S.Res.42 An original resolution authorizing expenditures by the Committee on Health, Education, Labor, and Pensions; H.R.1933 To provide for a limitation on availability of funds for Department of Labor, Pension Benefit Guaranty Corporation, Salaries and Expenses for fiscal year 2024; S.1158 A bill to amend the Internal Revenue Code of 1986 to improve access to health care through expanded health savings accounts, and for other purposes; H.R.677 Health Freedom and Flexibility Act; S.731 TELEHEALTH HSA Act of 2023; H.R.1795 Homecare for Seniors Act; H.R.312 Emergency Savings Accounts Act of 2023; H.R.1769 Healthcare Freedom Act of 2023. HOUSE OF REPRESENTATIVES,SENATE 30000   0 0 2023-04-18T12:57:21-04:00
2964921 INTERNATIONAL BROTHERHOOD OF TEAMSTERS cd350b14-b6a3-48b3-aa3b-eef2fa49d797 Q1 INTERNATIONAL BROTHERHOOD OF TEAMSTERS 19855 INTERNATIONAL BROTHERHOOD OF TEAMSTERS 2023 first_quarter RET - H.J. Res. 30, Overturning DOL ESG Rule - Pension Protection (general) HOUSE OF REPRESENTATIVES   300599 0 0 2023-04-18T14:59:05-04:00
2964933 ALLIANCE FOR RETIRED AMERICANS ce44ba19-7d39-47dc-9738-4b94365525ce Q1 ALLIANCE FOR RETIRED AMERICANS 67238 ALLIANCE FOR RETIRED AMERICANS 2023 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. Proposals regarding the Social Security Windfall Elimination Provision 5. Proposals regarding the Social Security Government Pension Offset 6. Proposals to change the Social Security earnings cap HOUSE OF REPRESENTATIVES,SENATE   70000 0 0 2023-04-18T15:03:59-04:00
2965196 INTERNATIONAL ASSOCIATION OF MACHINISTS AND AEROSPACE WORKERS 9715eac7-a08f-42f9-8162-8127b91123a1 Q1 INTERNATIONAL ASSOCIATION OF MACHINISTS AND AEROSPACE WORKERS 19775 INTERNATIONAL ASSOCIATION OF MACHINISTS AND AEROSPACE WORKERS 2023 first_quarter RET Oppose GOP effort to recall DOL ESG Rule H.J. Res 30 HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE   680000 0 0 2023-04-18T15:49:10-04:00
2965273 BROWNSTEIN HYATT FARBER SCHRECK, LLP 42ff3526-4d82-4032-8689-66628ab48c75 Q1 BROWNSTEIN HYATT FARBER SCHRECK, LLP 7257 UNIVERSAL SAVINGS FOR AMERICANS, FORMERLY REPORTED AS, SAVINGUSA 2023 first_quarter RET Issues related to the retirement savings program SENATE 110000   0 0 2023-04-18T16:01:41-04:00
2965857 INVESTMENT COMPANY INSTITUTE 2d8163d3-cbe0-4d70-818c-47397db609f8 Q1 INVESTMENT COMPANY INSTITUTE 20128 INVESTMENT COMPANY INSTITUTE 2023 first_quarter RET Department of Labor QPAM proposal Department of Labor rule on ESG investing and proxy voting HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,White House Office   1020000 0 0 2023-04-18T17:39:49-04:00
2966354 INVARIANT LLC 1127fba7-bf27-423c-8023-a87856623956 Q1 INVARIANT LLC 314237 THE AMERICAN COUNCIL OF LIFE INSURERS 2023 first_quarter RET Monitor retirement issues, including the implementation of the SECURE 2.0 Act of 2022 in PL 117-328. HOUSE OF REPRESENTATIVES,SENATE 90000   0 0 2023-04-18T21:29:06-04:00
2966780 INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS c0840bd4-e48c-4145-8924-23763cb36063 Q1 INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS 19822 INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS 2023 first_quarter RET The International Brotherhood of Electrical Workers (IBEW) lobbied in opposition to a resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Department of Labor relating to Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights ( H.J.Res. 30/S.J.Res. 8). HOUSE OF REPRESENTATIVES,SENATE   130000 0 0 2023-04-19T09:02:18-04:00
2967030 MCALLISTER & QUINN, LLC 69dc8dd0-2c28-4207-a73c-2e29c1681451 Q1 MCALLISTER & QUINN, LLC 292573 UNITED STATES CAPITOL POLICE LABOR COMMITTEE 2023 first_quarter RET Capitol Security. January 6th special committee. Legislative Branch appropriations. H.R.1323 - Law Enforcement Officer Fair Retirement Act of 2023. In support of. H.R.82 - S.597- Social Security Fairness Act of 2023. In support of. No bill number - HELPER Act. In support of. No bill number - Legislative Branch Appropriations Act, 2024 - Provisions related to Capitol Security, pay issues. HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2023-04-19T09:48:01-04:00
2967506 SHEET METAL & AIR CONDITIONING CONTRACTORS NAT'L ASSN 4bde52c0-1aae-4261-b71b-e00930c5943f Q1 SHEET METAL & AIR CONDITIONING CONTRACTORS NAT'L ASSN 35068 SHEET METAL & AIR CONDITIONING CONTRACTORS NAT'L ASSN 2023 first_quarter RET Support appointment of Jessica Looman as Administrator of DOL W&H Division SENATE     0 0 2023-04-19T10:29:11-04:00
2967676 AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES c0bc43fc-d024-4dc1-a087-ab96052bce18 Q1 AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES 3481 AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES 2023 first_quarter RET H.R. 2617 - Consolidated Appropriations Act, 2023 (117th Congress) H.R. 9462 - Retirement Savings for Americans Act of 2022 (117th Congress) S. 5271 - Retirement Savings for Americans Act of 2022 (117th Congress) HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),Securities & Exchange Commission (SEC),SENATE   313628 0 0 2023-04-19T10:42:48-04:00
2967799 WILLIAMS AND JENSEN, PLLC 46bdc0a4-9a10-4eb4-9ea4-e3f918d1e984 Q1 WILLIAMS AND JENSEN, PLLC 41454 THE VANGUARD GROUP, INC. 2023 first_quarter RET Retirement and savings issues, generally. HOUSE OF REPRESENTATIVES,SENATE 60000   0 0 2023-04-19T10:51:01-04:00
2968023 INSURED RETIREMENT INSTITUTE f19e5cd8-25db-4ee9-88ae-1e8c94264df9 Q1 INSURED RETIREMENT INSTITUTE 285494 INSURED RETIREMENT INSTITUTE 2023 first_quarter RET Build Back Better Act (Title XII, Committee on Ways and Means, Subtitle B, Part 1, Automatic Contribution Plans and Arrangements) (H.R. 5367 - 117th Congress). DOL - EBSA - Amendment to and Partial Revocation of Prohibited Transaction Exemption (PTE) 84-24 for Certain Transactions involving Insurance Agents and Brokers, Pension Consultants, Insurance Companies, and Investment Company Principal Underwriters. DOL - EBSA - Definition of the Term Fiduciary - RIN 1210-AC02. DOL - EBSA - Employee Benefits Security - Proposed Amendment to Prohibited Transaction Class Exemption 84-14 (the QPAM Exemption) - 29 CFR Part 2550/Z-RIN 1210 ZA07. DOL - EBSA - Implementation of the Consolidated Appropriations Act, 2023, Division T - SECURE 2.0 Act of 2022 (Public Law No: 117-328). DOL - EBSA - Improving Investment Advice for Workers and Retirees - ZRIN 1210-ZA29. DOL - EBSA - Notice of Reopening Comment Period of Proposed Amendment to Prohibited Transaction Class Exemption 84-14 (the QPAM Exemption) (29 CFR 2550). DOL - EBSA - Pension Benefit Statements-Lifetime Income Illustrations - RIN 1210-AB20. DOL - EBSA - Proposed Rule - Definition of the Term "Fiduciary", 29 CFR 2510.3-21 (RIN: 1210-AC02). DOL - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). DOL - Wage and Hour Division - Employee or Independent Contractor Classification Under the Fair Labor Standards Act -- 87 FR 62218/RIN 1235-AA43. Elder Justice Reauthorization and Modernization Act of 2021 (S.2674/H.R. 4969 - 117th Congress). FINRA -Request for Comment on Effective Practices and Rule Enhancements for Sales Practice Obligations for Complex Products and Options (Regulatory Notice 22-08). Joint Resolution providing for congressional disapproval of the Department of Labors Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights Rule (S.J.Res.8/H.J. Res.30 - 118th Congress). Legislation and rulemaking affecting 403(b) retirement plans and federal and state regulations governing their a… Government Accountability Office (GAO),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of   150000 0 0 2023-04-19T11:08:18-04:00
2968041 NATIONAL AIR TRAFFIC CONTROLLERS ASSOCIATION f732737b-eff2-4dcf-baac-4862774f6ff3 Q1 NATIONAL AIR TRAFFIC CONTROLLERS ASSOCIATION 26477 NATIONAL AIR TRAFFIC CONTROLLERS ASSOCIATION 2023 first_quarter RET Air Traffic Control retirement eligibility. Controller staffing.Thrift Savings Plan, federal pensions. CIP, FERS/CSRS. Federal Employee Tax. FEHBP: Provisions relating to federal employees salaries, health benefits, and retirements. Impact of government shutdown: On FAA workforce and the national airspace system. Merit Systems Protection Board.Retired military controllers. Air Traffic Controller Federal Employees Retirement System Supplemental Retirement. H.R. 1283 Continuity for Operators with Necessary Training Required for ATC Contract Towers Act of 2021: Provisions relating to eliminating hiring barriers for Contract air traffic control towers. S. 419 Continuity for Operators with Necessary Training Required for ATC Contract Towers Act of 2021: Provisions relating to eliminating hiring barriers for Contract air traffic control towers Mandatory Retirement Age of Federal Employees including air traffic controllers. H.R. 82, Social Security Fairness Act: Provisions relating to the repeal of the Windfall Elimination Provision (WEP). S. 1302, Social Security Fairness Act: Provisions relating to the repeal of the Windfall Elimination Provision (WEP). H.R. 2337, the Public Servants Protection and Fairness Act: Provisions which would partially repeal and reform the Windfall Elimination Provision (WEP). H.R. 5834, the Equal Treatment of Public Servants Act: Provisions which would partially repeal and reform the Windfall Elimination Provision (WEP). H.R. 521/S. 129, the First Responder Fair RETIRE Act: This bill allows disabled federal first responders (including air traffic controllers) to continue receiving federal retirement benefits in the same manner as though they had not been disabled. Federal Aviation Administration (FAA),HOUSE OF REPRESENTATIVES,SENATE,Transportation, Dept of (DOT)   235000 0 0 2023-04-19T11:09:16-04:00
2968236 NATIONAL RURAL LETTER CARRIERS' ASSOCIATION c09e9bdc-f8b3-42a8-8f7d-c7a8a52b7e6e Q1 NATIONAL RURAL LETTER CARRIERS' ASSOCIATION 28526 NATIONAL RURAL LETTER CARRIERS' ASSOCIATION 2023 first_quarter RET H.R. 82-"Social Security Fairness Act of 2023"-this legislation repeals provisions that would reduce Social Security benefits for individuals who receive other benefits such as a pension from a state or local government, and eliminates the GPO and WEP. The NRLCA supports this bill. S. 597-"Social Security Fairness Act"-Senate companion bill, the bill repeals provisions that reduce Social Security benefits for individuals who receive other benefits such as a pension from a state and local government, as well as eliminates the GPO and WEP. The NRLCA supports this bill. HOUSE OF REPRESENTATIVES,SENATE   125000 0 0 2023-04-19T11:25:51-04:00
2968541 NATIONWIDE MUTUAL INSURANCE COMPANY 9529d444-6211-4606-8c27-340e3b931df3 1A NATIONWIDE MUTUAL INSURANCE COMPANY 26411 NATIONWIDE MUTUAL INSURANCE COMPANY 2023 first_quarter RET PL 117-328 Consolidated Appropriations Act, 2023 - SECURE 2.0 HR 6746 (117th) Lifetime Income For Employees Act - allows fiduciaries of pension plans to make default investment arrangements in annuity contracts Issue Investment Advice Standards Issue Davis Bacon HR 7151 (117th) Ensuring Sound Guidance Act - Under ERISA, specify that only pecuniary factors are to be taken into account in determining best interest Issue Retirement Security HR 1177/S 427 Financial Freedom Act of 2023 - prohibit the Secretary of Labor from constraining the range or type of investments that may be offered in retirement accounts HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE   980000 0 0 2023-04-19T11:54:46-04:00
2968751 NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC. abb89d1d-58e6-44f3-ac22-afc67c528038 Q1 NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC. 26980 NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC. 2023 first_quarter RET Public Safety Retirees Healthcare Protection Act HOUSE OF REPRESENTATIVES,SENATE   60000 0 0 2023-04-19T12:15:33-04:00
2968986 WILLIAMS AND JENSEN, PLLC f35ea3fa-11bc-4e67-956a-4a67fc1ce215 Q1 WILLIAMS AND JENSEN, PLLC 41454 HOUSTON FIREFIGHTERS RELIEF AND RETIREMENT FUND 2023 first_quarter RET Legislation related to Social Security penalties. H.R. 82 and S. 597. HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of 40000   0 0 2023-04-19T12:38:14-04:00
2969086 WILLIAMS AND JENSEN, PLLC 217c19e9-0b68-4448-adef-42c9241d1e67 Q1 WILLIAMS AND JENSEN, PLLC 41454 LOS ANGELES COUNTY EMPLOYEES' RETIREMENT SYSTEM 2023 first_quarter RET Legislation related to Social Security penalties. H.R. 82 and S. 597. HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2023-04-19T12:51:14-04:00
2969108 DAVIS & HARMAN LLP 13f94752-3553-4cae-bc51-8522f4a6d602 Q1 DAVIS & HARMAN LLP 11674 AMERICAN BENEFITS COUNCIL 2023 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 nonqualified deferred compensation. Work regarding automatic plans and backdoor Roth contributions. Proposals related to plan amendment deadlines. Proposals related to PEP service crediting. Proposals related to Section 401(h) surplus and VEBA surplus. Issues related to Internal Revenue Code Section 162(m). Issues related to tax incentives for retirement savings. Issues related to electronic witnessing. Proposals related to environmental, social, and governance plan investments and proxy voting. Issues related to Qualified Professional Asset Managers. Issues related to cybersecurity in retirement plans. Proposals related to stemming leakage from retirement plans. Proposals related to stable value investment offerings in defined contribution plans. Proposals related to phased retirement. Proposals related to 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. The SECs proposals regarding hard close and swing pricing. Proposals regarding pension risk transfers. Proposals to modify required minimum distribution rules. Proposals that would modify limits on retirement plan contributions. Proposals related to stretch IRAs. Issues related to government issued mortality tables. Proposals to amend the nondiscrimination provisions to protect older, … HOUSE OF REPRESENTATIVES,SENATE 50000   0 0 2023-04-19T12:54:57-04:00
2969165 DAVIS & HARMAN LLP 3ed89e7e-65ac-4dfd-a5c2-5d89e3ec391c Q1 DAVIS & HARMAN LLP 11674 WILLIS NORTH AMERICA INC 2023 first_quarter RET Issues related to government issued mortality tables. Issues related to tax incentives for retirement savings. Retirement assumption issues. Issues regarding defined benefit plans. Work regarding 15% pension minimum tax issue. S. 1770, Retirement Security and Savings Act (117th Congress). H.R. 7310, Protecting Americas Retirement Security Act (117th Congress). H.R. 6782/S. 3712, Auto Reenrollment Act (117th Congress). H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). HOUSE OF REPRESENTATIVES,SENATE     0 0 2023-04-19T13:03:03-04:00
2969182 PORTERFIELD, FETTIG & SEARS, LLC 18315c94-d1b2-4822-9fe5-0557de037f97 Q1 PORTERFIELD, FETTIG & SEARS, LLC 305054 TIAA 2023 first_quarter RET Retirement issues. HOUSE OF REPRESENTATIVES,SENATE 60000   0 0 2023-04-19T13:05:34-04:00
2969191 DAVIS & HARMAN LLP d91f0e1b-c72f-4f0c-b454-46704e1f3ce2 Q1 DAVIS & HARMAN LLP 11674 GIRL SCOUTS OF THE USA 2023 first_quarter RET Pension funding issues. PBGC related issues. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2023-04-19T13:06:12-04:00
2969258 DAVIS & HARMAN LLP e1d41da6-29cd-4639-a0d7-8b8e103b162f Q1 DAVIS & HARMAN LLP 11674 BROKER/DEALER COORDINATION GROUP 2023 first_quarter RET Issues related to the effect of the Department of Labor's fiduciary definition regulation and coordination of such regulation with SEC broker/dealer standard of care. Legislative proposals to address the fiduciary issue or the SEC standard of care. State fiduciary rules. HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE 10000   0 0 2023-04-19T13:10:50-04:00
2969327 CROSSROADS STRATEGIES, LLC cdca4f5a-8a04-4244-8cc5-c1d27eb65541 Q1 CROSSROADS STRATEGIES, LLC 400531586 NATIONAL ASSOCIATION OF FARM SERVICE AGENCY COUNTY OFFICE EMPLOYEES (NASCOE) 2023 first_quarter RET Legislative activities that impact Farm Service Agency (FSA) programs and employees. HOUSE OF REPRESENTATIVES,SENATE 30000   0 0 2023-04-19T13:16:27-04:00
2969412 DAVIS & HARMAN LLP b6e2fc0d-d1ee-4998-86d2-d828916d46b8 Q1 DAVIS & HARMAN LLP 11674 STATE STREET BANK AND TRUST CO. 2023 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. Issues related to default annuitization. Proposals related to environmental, social, and governance criteria in plan investments and proxy voting. Child Savings Accounts. Issues related to 403(b) investments. Annuity defaults. Annuity tax credits. H.R. 4523, the Automatic Retirement Plan Act (115th Congress). S. 1011, to modify the requirements for multiple employer plans (116th Congress). S. 321, Retirement Security Act (116th Congress). S. 1770, Retirement Security and Savings Act (117th Congress). H.R. 2954, Securing a Strong Retirement Act (117th Congress). H.R. 7310, Protecting Americas Retirement Security Act (117th Congress). H.R. 6782/S. 3712, Auto Reenrollment Act (117th Congress). H.R. 2741, Public Service Retirement Fairness Act (117th Congress). H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2023-04-19T13:24:52-04:00
2969435 WINNING STRATEGIES WASHINGTON c8242d8c-df1a-4a8e-989e-6771361abefa Q1 WINNING STRATEGIES WASHINGTON 50796 NATIONAL TROOPERS COALITION 2023 first_quarter RET Retirement Issues; legislation related to medical benefits for retired law enforcement HOUSE OF REPRESENTATIVES,SENATE 10000   0 0 2023-04-19T13:27:07-04:00
2969618 DAVIS & HARMAN LLP 47ebec76-bfda-44e8-aad6-afb52f22fa7f Q1 DAVIS & HARMAN LLP 11674 TRANSAMERICA LIFE INSURANCE COMPANY 2023 first_quarter RET Proposals related to retirement plans for small business. Proposals to reform the multiple employer plan rules. Proposals related to ABLE accounts. Issues related to defined benefit plan funding. Guidance related to nondiscrimination rules for defined contribution plan annuity investment products. Issues related to tax incentives for retirement savings. Issues related to income investment options. Proposals related to electronic disclosure. Plan consolidation. Issues related to PEP trustees. Issues related to audits of groups of plans. Proposals to reform 403(b) plan investments. Proposals to amend the Internal Revenue Code and ERISA to avoid duplicative annual reporting. Issues related to electronic witnessing. S. 1011, to modify the requirements for multiple employer plans, and for other purposes (116th Congress). H.R. 4523, the Automatic Retirement Plan Act (115th Congress). S. 1625, Securing and Enabling Commerce Using Remote and Electronic Notarization Act (117th Congress). H.R. 2954, Securing a Strong Retirement Act (117th Congress). S. 1770, Retirement Security and Savings Act (117th Congress). H.R. 2741, Public Service Retirement Fairness Act of 2021 (117th Congress). H.R. 7310, Protecting Americas Retirement Security Act (117th Congress). H.R. 2954, Securing a Strong Retirement Act (117th Congress). H.R. 6782/S. 3712, Auto Reenrollment Act (117th Congress). H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2023-04-19T13:44:05-04:00
2969681 WINNING STRATEGIES WASHINGTON c5b42082-423f-4b2b-bbaf-5466f8a45524 Q1 WINNING STRATEGIES WASHINGTON 50796 PRUDENTIAL 2023 first_quarter RET Retirement & pensions HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2023-04-19T13:51:20-04:00
2969725 DAVIS & HARMAN LLP 94a0177a-2db2-4fe9-8ef2-2ad17ea3362a Q1 DAVIS & HARMAN LLP 11674 NATIONAL RURAL ELECTRIC COOPERATIVE ASSN 2023 first_quarter RET Proposals related to PBGC premiums. Proposals related to plan funding. Proposals to facilitate new growth of pension plans. Requirement for paper statements under ERISA. Proposals related to nondiscrimination testing of pension plans. Proposals related to defined benefit plan administration. Proposals related to Code Section 415 limit. Proposals related to employee tax credit for employer retirement contributions. Issues related to Internal Revenue Code Section 415. S. 1770, Retirement Security and Savings Act (117th Congress). S. 1625, Securing and Enabling Commerce Using Remote and Electronic Notarization Act (117th Congress). H.R.6738, Retirement Tax Credit Parity for Cooperatives and Charities Act (117th Congress). H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). HOUSE OF REPRESENTATIVES,SENATE 10000   0 0 2023-04-19T13:54:18-04:00
2969738 DAVIS & HARMAN LLP 5bf0d7d2-9b66-46b4-ba9a-6e9535da280d Q1 DAVIS & HARMAN LLP 11674 NATIONAL RURAL ELECTRIC COOPERATIVE ASSN 2023 first_quarter RET Proposals related to PBGC premiums. Proposals related to plan funding. Proposals to facilitate new growth of pension plans. Requirement for paper statements under ERISA. Proposals related to nondiscrimination testing of pension plans. Proposals related to defined benefit plan administration. Proposals related to Code Section 415 limit. Proposals related to employee tax credit for employer retirement contributions. Issues related to Internal Revenue Code Section 415. H.R. 3596, Rightsizing Pension Premiums Act (115th Congress). S. 1770, Retirement Security and Savings Act (117th Congress). S. 1625, Securing and Enabling Commerce Using Remote and Electronic Notarization Act (117th Congress). H.R.6738, Retirement Tax Credit Parity for Cooperatives and Charities Act (117th Congress). H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). HOUSE OF REPRESENTATIVES,SENATE 10000   0 0 2023-04-19T13:56:11-04:00
2969835 DAVIS & HARMAN LLP 0df3ec4e-ca70-45f7-ae31-8e34c7105b0c Q1 DAVIS & HARMAN LLP 11674 EDWARD JONES INVESTMENTS 2023 first_quarter RET Proposals related to small business retirement issues and retirement savings issues. SIMPLE IRAs. Issues related to automatic enrollment. Partnership tax issues. Required minimum distribution issues. Proposals to assist military spouses. Issues related to emergency savings. Proposals related to net investment income. Proposals to assist caregivers. Issues related to SEC's liquidity and swing pricing proposal. S. 1770, Retirement Security and Savings Act. H.R. 7146/S. 1870, Enhancing Emergency and Retirement Savings Act. H.R. 7310, Protecting Americas Retirement Security Act. H.R. 6782/S. 3712, Auto Reenrollment Act. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022. HOUSE OF REPRESENTATIVES,SENATE 30000   0 0 2023-04-19T14:04:56-04:00
2969871 VAN SCOYOC ASSOCIATES 26d99c2d-0f0c-48f1-adae-4e9328dfdf7f Q1 VAN SCOYOC ASSOCIATES 39837 PAYCHEX 2023 first_quarter RET Public Law 117-328, Consolidated Appropriations Act, FY2023, Retirement implementation related issues HOUSE OF REPRESENTATIVES,SENATE 30000   0 0 2023-04-19T14:08:05-04:00
2969924 PORT SIDE STRATEGIES, LLC 3079b294-f102-4875-93d3-4e76dcc2c782 Q1 PORT SIDE STRATEGIES, LLC 401105394 SOCIAL SECURITY WORKS 2023 first_quarter RET H.R.671 -- Social Security Enhancement and Protection Act of 2023 - in support. S.393 - Social Security Expansion Act - in support. H.R.1046 - Social Security Expansion Act - in support. H.R.883 - Stop the Wait Act of 2023 - in support. H.R.814 -- Protect Social Security and Medicare Act - in support. HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2023-04-19T14:13:04-04:00
2969987 DAVIS & HARMAN LLP 4fc97cee-ea20-467b-abcb-4786d8338140 Q1 DAVIS & HARMAN LLP 11674 FMR LLC 2023 first_quarter RET Proposals to expand retirement plan coverage and adequacy, including proposals to reform the multiple employer plan rules. Proposals related to creating of new qualified retirement plans for small business. Issues related to tax incentives for retirement savings. Qualified plan issues. Proposals related to self correcting inadvertent plan errors. Work related to brokerage window investments. Proposals related to electronic disclosure. Issues related to electronic witnessing. Issues related to SEC's liquidity and swing pricing proposal. S. 1011, to modify the requirements for multiple employer plans, and for other purposes (116th Congress). S. 1770, Retirement Security and Savings Act (117th Congress). S. 1625, Securing and Enabling Commerce Using Remote and Electronic Notarization Act (117th Congress). H.R. 7310, Protecting Americas Retirement Security Act (117th Congress). H.R. 6782/S. 3712, Auto Reenrollment Act (117th Congress). S. 4147/H.R. 7860, Financial Freedom Act (117th Congress). H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). HOUSE OF REPRESENTATIVES,SENATE 10000   0 0 2023-04-19T14:16:47-04:00
2970020 BLACKROCK FUNDS SERVICES GROUP, LLC ae0df579-5e00-4ef1-99c1-2acde072ccaa Q1 BLACKROCK FUNDS SERVICES GROUP, LLC 400534597 BLACKROCK FUNDS SERVICES GROUP LLC 2023 first_quarter RET ESG Rule/DOL Proxy Rule/DOL HR 2954, "Securing a Strong Retirement Act of 2021" S 5064, "Improving Access to Retirement Savings Act" QPAM Exemption/DOL HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of   540000 0 0 2023-04-19T14:18:51-04:00
2970146 DAVIS & HARMAN LLP 7a4c4840-c229-4b8b-8cf8-2d9826bb9e5a Q1 DAVIS & HARMAN LLP 11674 LPL FINANCIAL 2023 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 Code Section 199A. Issues related to the Department of Labor's regulation defining fiduciary. Required minimum distribution issues. SIMPLE IRAs. S. 1770, Retirement Security and Savings Act (117th Congress). S. 2387, Small Business Tax Fairness Act (117th Congress). H.R. 7310, Protecting Americas Retirement Security Act (117th Congress). H.R. 6782/S. 3712, Auto Reenrollment Act (117th Congress). H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). HOUSE OF REPRESENTATIVES,SENATE 10000   0 0 2023-04-19T14:27:19-04:00
2970278 DAVIS & HARMAN LLP 3e9fa446-dfa1-4899-8ee4-bce9046753f5 Q1 DAVIS & HARMAN LLP 11674 NATIONWIDE INSURANCE COMPANIES 2023 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. Proposals related to emergency savings accounts. Qualified plan issues. Proposals related to 401(h) surplus. Proposals related to self correcting inadvertent plan errors. Proposals that would consolidate various retirement and IRA types. Proposals related to annuity incentives. Proposals to reform 403(b) plan investments. Proposals related to electronic disclosure. Proposals related to ETFs and variable annuities. Issues related to SEC's liquidity and swing pricing proposal. S. 1011, to modify the requirements for multiple employer plans, and for other purposes (116th Congress). S. 1770, Retirement Security and Savings Act (117th Congress). H.R. 2954, Securing a Strong Retirement Act (117th Congress). H.R. 7310, Protecting Americas Retirement Security Act (117th Congress). H.R. 6782/S. 3712, Auto Reenrollment Act (117th Congress). H.R. 2741, Public Service Retirement Fairness Act (117th Congress). H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). HOUSE OF REPRESENTATIVES,SENATE 10000   0 0 2023-04-19T14:36:38-04:00
2970482 LPL FINANCIAL 3b13964f-c38a-485f-ae61-de7afad6f15e Q1 LPL FINANCIAL 401103478 LPL FINANCIAL 2023 first_quarter RET General interest in retirement issues. HOUSE OF REPRESENTATIVES,SENATE   210000 0 0 2023-04-19T14:54:15-04:00
2971061 PRIMACY STRATEGY GROUP 3f6c567b-a494-4e36-9694-98f305e17dc0 Q1 PRIMACY STRATEGY GROUP 401105877 HEALTH&PENSIONWORKS (FKA HEALTHWORKS) 2023 first_quarter RET Multiemployer Pension Reform FY2024 Authorizations, Appropriations, and Budget Policy HOUSE OF REPRESENTATIVES,SENATE 30000   0 0 2023-04-19T15:41:02-04:00
2971313 AMERICAN FEDERATION OF STATE, COUNTY AND MUNICIPAL EMPLOYEES 7c9e503f-23bd-4eab-af01-4af7b918c865 Q1 AMERICAN FEDERATION OF STATE, COUNTY AND MUNICIPAL EMPLOYEES 2321 AMERICAN FEDERATION OF STATE COUNTY AND MUNICIPAL EMPLOYEES 2023 first_quarter RET HR 82, S 597- Social Security Fairness Act of 2023 S 393, HR 1046- Social Security Expansion Act of 2023 HOUSE OF REPRESENTATIVES,SENATE   490000 0 0 2023-04-19T15:53:36-04:00
2971676 NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION 2d74e328-7dee-425d-9ebd-4fd61a16f403 Q1 NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION 28674 NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION 2023 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, no issues or introduced measures in this category were focused upon.     60000 0 0 2023-04-19T16:17:05-04:00
2971840 STATE STREET BANK AND TRUST COMPANY AND ITS AFFILIATES c6db23e5-24d3-43ae-b90d-029a0385f00e Q1 STATE STREET BANK AND TRUST COMPANY AND ITS AFFILIATES 83854 STATE STREET BANK AND TRUST COMPANY AND ITS AFFILIATES 2023 first_quarter RET Retirement savings incentives, including Automatic Retirement Plan Act; Retirement Enhancement and Savings Act; Retirement Plan Simplification and Enhancement Act; Portman-Cardin bill and 403(b) plan use of collective investment trusts; CARES Act guidance; and HEROES Act. DOL ESG regulation. Default annuitization. HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Office of Management & Budget (OMB),SENATE   340000 0 0 2023-04-19T16:27:00-04:00
2971872 PETER TURZA b2d7413d-7446-40b0-a4da-3fa39b724f9a Q1 PETER TURZA 401103236 ABF FREIGHT SYSTEMS, INC. 2023 first_quarter RET Issues with respect to multiemployer pension plans and the obligations of contributing employers to such plans involving ERISA, the Internal Revenue Code, MPPAA, the PPA, the Butch Lewis Act and subsequent legislative and administrative efforts. HOUSE OF REPRESENTATIVES,SENATE 50000   0 0 2023-04-19T16:29:04-04:00
2973192 DAVIS & HARMAN LLP 052b412e-33b4-4d1b-9eea-1b3215d0d206 Q1 DAVIS & HARMAN LLP 11674 LINCOLN NATIONAL CORPORATION 2023 first_quarter RET Comprehensive pension and retirement savings legislation. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Expansion of investment options for 403(b) plans. Issues related to paid family, sick, and medical leave. Issues regarding SEC's liquidity and swing pricing proposal. S. 2370, Automatic IRA Act (116th Congress). S. 1770, Retirement Security and Savings Act (117th Congress). H.R. 2954, Securing a Strong Retirement Act (117th Congress). H.R. 2741, Public Service Retirement Fairness Act (117th Congress). H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). HOUSE OF REPRESENTATIVES,SENATE 10000   0 0 2023-04-19T19:18:00-04:00
2973459 INVARIANT LLC 1f659f04-eed2-4979-91df-424f8bf6b292 Q1 INVARIANT LLC 314237 EDWARD D. JONES & CO., L.P. 2023 first_quarter RET Monitor retirement issues, including the implementation of the SECURE 2.0 Act of 2022 in PL 117-328. HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of 50000   0 0 2023-04-19T20:33:44-04:00
2973578 MISSY EDWARDS STRATEGIES, LLC 256054cb-9f4e-4539-8cc9-1c83afc1de43 Q1 MISSY EDWARDS STRATEGIES, LLC 400547641 NCCMP 2023 first_quarter RET Monitor issues related to reforms of pension plans HOUSE OF REPRESENTATIVES,SENATE     0 0 2023-04-19T20:58:29-04:00
2973743 WEST FRONT STRATEGIES LLC 7267084d-7d1c-49f6-ad02-7da0ac6bf825 Q1 WEST FRONT STRATEGIES LLC 401103493 PRUDENTIAL FINANCIAL, INC. 2023 first_quarter RET Monitor issues related to pension plans. HOUSE OF REPRESENTATIVES,SENATE 40000   0 0 2023-04-19T21:40:52-04:00

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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 2533.967ms · Data license: Public Domain (U.S. Government data) · Data source: Federal Register API & Regulations.gov API