lobbying_activities
Data license: Public Domain (U.S. Government data) · Data source: Federal Register API & Regulations.gov API
1,020 rows where filing_year = 2024 and issue_code = "RET" sorted by filing_year descending
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| id | filing_uuid | filing_type | registrant_name | registrant_id | client_name | filing_year ▲ | filing_period | issue_code | specific_issues | government_entities | income_amount | expense_amount | is_no_activity | is_termination | received_date |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 3138298 | STATE FEDERAL STRATEGIES f76fb91a-da26-435c-9ee1-b8ac79a3ece5 | 1T | STATE FEDERAL STRATEGIES | 401104435 | NCCMP | 2024 | first_quarter | RET | Monitor issues related to reforms of pension plans | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,White House Office | 0 | 1 | 2024-03-13T17:13:36-04:00 | ||
| 3138577 | FORSCEY, PLLC 7b8cab3f-ab72-40a4-8ba3-2a7c0b1491e8 | Q1 | FORSCEY, PLLC | 52880 | WRITERS GUILD OF AMERICA, WEST | 2024 | 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 | 2024-04-01T10:50:46-04:00 | |
| 3138863 | NATIONAL ASSOCIATION OF POSTAL SUPERVISORS 8f8a53c7-fe99-4026-a6e9-5e57463d9939 | Q1 | NATIONAL ASSOCIATION OF POSTAL SUPERVISORS | 401075023 | NATIONAL ASSOCIATION OF POSTAL SUPERVISORS | 2024 | 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 H.R. 4260, Public Servants Protection and Fairness Act, legislation to revise the Social Security Windfall Elimination Provision H.R. 5995, Federal Retirement Fairness Act, legislation to modify the federal civilian service that is creditable service under the Federal Employees Retirement System. | HOUSE OF REPRESENTATIVES,SENATE | 26250 | 0 | 0 | 2024-04-02T10:17:30-04:00 | |
| 3139731 | NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS 354b3494-32c2-4af1-9110-2300fbb063a3 | Q1 | NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS | 26901 | NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS | 2024 | 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 | 476827 | 0 | 0 | 2024-04-04T11:39:46-04:00 | |
| 3139767 | NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION, INC. 34a4bbeb-b18c-47a4-9e1b-64233b4ede24 | Q1 | NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION, INC. | 27742 | NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION, INC. | 2024 | first_quarter | RET | Pension Reform Multiemployer Pension Reform | HOUSE OF REPRESENTATIVES,Pension Benefit Guaranty Corporation (PBGC),SENATE | 325000 | 0 | 0 | 2024-04-04T11:53:31-04:00 | |
| 3140086 | LONGBOW PUBLIC POLICY GROUP, LLC f2cdaf6f-8f08-4201-91d4-24bedc94a11e | Q1 | LONGBOW PUBLIC POLICY GROUP, LLC | 401106355 | UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA | 2024 | first_quarter | RET | Implementation of the Special Financial Assistance Program created through the American Rescue Plan Act of 2021 P.L. 117-2, March 11, 2021. General education concerning the need to authorize two-pool withdrawal liability. Employee Benefits Security Administration March 14, 2024 Statement of Enforcement Policy Regarding Return of Excess Special Financial Assistance Payments. | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE | 20000 | 0 | 0 | 2024-04-05T13:03:03-04:00 | |
| 3140092 | LONGBOW PUBLIC POLICY GROUP, LLC 66ab4896-9a17-4231-a591-c1c18bbc9ca4 | Q1 | LONGBOW PUBLIC POLICY GROUP, LLC | 401106355 | SIGNATORY WALL AND CEILING CONTRACTORS ALLIANCE | 2024 | first_quarter | RET | Implementation of the Special Financial Assistance Program created through the American Rescue Plan Act of 2021 P.L. 117-2-March 11, 2021. H.R. 7024, the "Tax Relief for American Families and Workers Act of 2024," legislation to make improvements to the child tax credit, to provide tax incentives to promote economic growth, to provide special rules for the taxation of certain residents of Taiwan with income from sources within the United States, to provide tax relief with respect to certain Federal disasters, to make improvements to the low-income housing tax credit; amendment proposal to authorize two-pool withdrawal liability for multiemployer pension plans (no amendment introduced). H.R. 7135, the Ghost Handouts and Overpayments Stop Today Act, legislation to amend the Employee Retirement Income Security Act of 1974 to clarify the obligation of the Pension Benefit Guarantee Corporation to reclaim any overpayment of special financial assistance payment under the American Rescue Plan Act of 2021, including amounts paid on behalf of a deceased participant or beneficiary; entire bill. General education concerning two-pool withdrawal liability and ERISA preemption. | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE | 40000 | 0 | 0 | 2024-04-05T13:15:43-04:00 | |
| 3140106 | LONGBOW PUBLIC POLICY GROUP, LLC f7ce8685-4a76-4fa7-a515-f4aa7cd3b471 | Q1 | LONGBOW PUBLIC POLICY GROUP, LLC | 401106355 | CENTER FOR CAPITAL MARKETS COMPETITIVENESS, U.S. CHAMBER OF COMMERCE | 2024 | first_quarter | RET | Department of Labor Employee Benefits Security Administration Notice of Proposed Rulemaking on Retirement Security: Definition of an Investment Advice Fiduciary, (88 FR 75890, November 3, 2023). Environmental, Social, and Governance factors in making investment decisions. | Labor, Dept of (DOL),SENATE | 30000 | 0 | 0 | 2024-04-05T13:43:50-04:00 | |
| 3140114 | LONGBOW PUBLIC POLICY GROUP, LLC 044c2b0b-b537-44d9-b61a-b55ae21362bb | Q1 | LONGBOW PUBLIC POLICY GROUP, LLC | 401106355 | SIFF & ASSOCIATES, PLLC (OBO THE MECHANICAL CONTRACTORS ASSOCIATION OF AMERICA) | 2024 | first_quarter | RET | S. 3682, the Ghost Handouts and Overpayments Stop Today Act, legislation to amend the Employee Retirement Income Security Act of 1974 to clarify the obligation of the Pension Benefit Guarantee Corporation to reclaim any overpayment of special financial assistance payment under the American Rescue Plan Act of 2021, including amounts paid on behalf of a deceased participant or beneficiary; entire bill. General education concerning two-pool withdrawal liability and ERISA preemption. | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2024-04-05T14:01:41-04:00 | |
| 3140227 | ALYSON PARKER 4ba74ecd-b17c-484c-8edc-f7edfd0aa3eb | Q1 | ALYSON PARKER | 401104026 | NATIONAL RETIREE LEGISLATIVE NETWORK | 2024 | first_quarter | RET | Pension security | 15000 | 0 | 0 | 2024-04-06T15:19:01-04:00 | ||
| 3140355 | PENN AVENUE PARTNERS a6ba025f-2d82-4e44-8321-5672a818c5c7 | Q1 | PENN AVENUE PARTNERS | 400918672 | BRIGHTHOUSE FINANCIAL, INC. | 2024 | first_quarter | RET | Retirement issues impacting Brighthouse Financial. | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2024-04-08T07:33:22-04:00 | |
| 3140551 | FONTENOT HEALTH POLICY LLC 360582c7-b5d4-49c1-bd43-cb8ac41a7133 | Q1 | FONTENOT HEALTH POLICY LLC | 401107703 | IMPACT HEALTH POLICY PARTNERS OBO CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 2024 | first_quarter | RET | Issues related to health costs and containment, delivery and payment reform, IRA implementation, telehealth, long term care, health equity, behavioral health and maternal health. | 20000 | 0 | 0 | 2024-04-08T12:04:29-04:00 | ||
| 3141844 | ALLON ADVOCACY, LLC ee539b4f-6247-437e-9915-5193f1885427 | Q1 | ALLON ADVOCACY, LLC | 401104657 | YODLEE INC. | 2024 | first_quarter | RET | SEC Reg BI, Department of Labor fiduciary rule, market structure and ESG issues. | Consumer Financial Protection Bureau (CFPB),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE | 70000 | 0 | 0 | 2024-04-11T11:37:01-04:00 | |
| 3141881 | ALLON ADVOCACY, LLC eb62e0e6-e1b3-4e9b-b6a6-482632fa96f0 | Q1 | ALLON ADVOCACY, LLC | 401104657 | FORGE GLOBAL, INC. | 2024 | first_quarter | RET | Issues related to the treatment of certain retirement accounts. | HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE | 50000 | 0 | 0 | 2024-04-11T11:59:30-04:00 | |
| 3142075 | NATIONAL COUNCIL OF FARMER COOPERATIVES 3dc3cbb2-d4cf-4c38-99e8-641a99980fb6 | Q1 | NATIONAL COUNCIL OF FARMER COOPERATIVES | 27638 | NATIONAL COUNCIL OF FARMER COOPERATIVES | 2024 | 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 | 410500 | 0 | 0 | 2024-04-11T15:27:48-04:00 | |
| 3142169 | POYNER SPRUILL LLP ddf15ffb-d1e3-4d37-8833-f73c08028cef | Q1 | POYNER SPRUILL LLP | 400563685 | AMERICAN RETIREMENT ASSOCIATION | 2024 | 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 | 2024-04-11T17:01:54-04:00 | |
| 3142327 | RICH FEUER ANDERSON 90cd7b4b-014a-4c84-91e9-2e180652145f | Q1 | RICH FEUER ANDERSON | 84775 | BLACKROCK FUNDS SERVICES GROUP LLC (FORMERLY BLACKROCK CAPITAL MANAGEMENT INC.) | 2024 | first_quarter | RET | Issues related to retirement security and savings, including retirement income products and retirement income disclosures. | HOUSE OF REPRESENTATIVES,SENATE | 60000 | 0 | 0 | 2024-04-12T09:44:40-04:00 | |
| 3143422 | FORBES-TATE d09258dc-c706-4200-9cc5-ca071770dcb2 | Q1 | FORBES-TATE | 400976792 | EDWARD D. JONES & CO., L.P. | 2024 | 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 | 2024-04-12T21:35:10-04:00 | |
| 3143823 | HOLLAND & KNIGHT LLP 17053c22-16de-426c-a081-05cb2a9538ae | Q1 | HOLLAND & KNIGHT LLP | 18466 | CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. | 2024 | 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 | 2024-04-14T11:21:58-04:00 | |
| 3143838 | FORBES-TATE 0e3ea7d2-ac8d-4e41-8a84-55f408696ca7 | Q1 | FORBES-TATE | 400976792 | INSURED RETIREMENT INSTITUTE | 2024 | first_quarter | RET | Issues related to retirement savings; Issues related to H.R. 3063 - The Retirement Fairness for Charities and Educational Institutions Act of 2023; Issues related to DOL Fiduciary rule. | HOUSE OF REPRESENTATIVES,SENATE | 50000 | 0 | 0 | 2024-04-14T11:34:46-04:00 | |
| 3143963 | CASSIDY & ASSOCIATES, INC. 1c142234-8f1a-4bfd-981e-5316af6d947d | Q1 | CASSIDY & ASSOCIATES, INC. | 8453 | SOCIETY OF ACTUARIES | 2024 | first_quarter | RET | General legislative issues related to actuarial profession | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2024-04-14T13:04:39-04:00 | |
| 3143971 | MR. MARK REY 5585ab3b-9463-4048-a608-f32a6faa85b4 | Q1 | MR. MARK REY | 400454181 | NATIONAL OLDER WORKERS CAREER CENTER | 2024 | 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 | 2024-04-14T13:28:49-04:00 | |
| 3144080 | THE PETRIZZO GROUP, INC. 884a5a17-9c28-48da-8ddc-33febfb9ee88 | Q1 | THE PETRIZZO GROUP, INC. | 305932 | BLACKROCK FUND SERVICES GROUP, LLC | 2024 | first_quarter | RET | Issues related to financial services and retirement policy. | HOUSE OF REPRESENTATIVES,SENATE | 45000 | 0 | 0 | 2024-04-14T18:19:14-04:00 | |
| 3144470 | THE ERISA INDUSTRY COMMITTEE bb8d54e2-6c95-4ddf-afc1-0e025dbb84f9 | Q1 | THE ERISA INDUSTRY COMMITTEE | 13803 | ERISA INDUSTRY COMMITTEE | 2024 | first_quarter | RET | Paid leave issues Emergency savings Single-employer defined benefit issues Retirement plan disclosures Retirement plan investment requirements, options, duties, and related issues 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 Proposals to change capital holding requirements for banks Retirement plan coverage | Federal Deposit Insurance Corporation (FDIC),Federal Reserve System,HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Office of the Comptroller of the Currency (OCC),Pension Benefit Guaranty Corporation (PBGC),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of | 104000 | 0 | 0 | 2024-04-15T09:45:52-04:00 | |
| 3144637 | SQUIRE PATTON BOGGS a1513097-bca2-46ba-a329-a8f8eb3f6ab0 | Q1 | SQUIRE PATTON BOGGS | 30906 | AON SERVICE CORPORATION (FKA AON HEWITT) | 2024 | first_quarter | RET | Advice regarding retirement-related legislation and regulatory reform. | HOUSE OF REPRESENTATIVES,SENATE | 50000 | 0 | 0 | 2024-04-15T11:36:03-04:00 | |
| 3144639 | INTERNATIONAL UNION OF POLICE ASSOCIATIONS, AFL-CIO 72ea4bad-063e-4494-a567-b4e5310e1521 | Q1 | INTERNATIONAL UNION OF POLICE ASSOCIATIONS, AFL-CIO | 50400 | INTERNATIONAL UNION OF POLICE ASSOCIATIONS AFL-CIO | 2024 | first_quarter | RET | S2236, HR 82, S 3113 | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2024-04-15T11:40:29-04:00 | |
| 3144692 | DAVIS & HARMAN LLP 1c60c8b9-0e7d-47fc-9afb-b11f2b6650ce | Q1 | DAVIS & HARMAN LLP | 11674 | MISSIONSQUARE RETIREMENT | 2024 | first_quarter | RET | Proposals related to retirement and retiree health savings and collective investment trusts. Proposals related to governmental 457(b) plans. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress), related to the Roth catch-up contribution provision, and pension linked emergency savings accounts. | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2024-04-15T12:04:23-04:00 | |
| 3144703 | DAVIS & HARMAN LLP b013b2c7-4012-4496-bee2-67bd87d15e27 | Q1 | DAVIS & HARMAN LLP | 11674 | VANGUARD GROUP | 2024 | first_quarter | RET | Issues related to tax incentives for retirement savings. Issues related to employee benefit plan investments and administration, and electronic delivery of ERISA-mandated statements and disclosures. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). S. 2517, Auto Reenroll Act of 2023. | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2024-04-15T12:08:38-04:00 | |
| 3144711 | DAVIS & HARMAN LLP 45c00cf7-0053-4b90-869b-039ad0b4a916 | Q1 | DAVIS & HARMAN LLP | 11674 | TIAA | 2024 | first_quarter | RET | Issues related to tax incentives for retirement savings. 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. Issues related to electronic notarization. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). H.R. 3942, Lifetime Income for Employees Act. | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2024-04-15T12:12:07-04:00 | ||
| 3144722 | DAVIS & HARMAN LLP 823cffde-307f-40de-a3d6-0096632fe45a | Q1 | DAVIS & HARMAN LLP | 11674 | SPARK INSTITUTE | 2024 | 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. Issues related to the SEC hard close and swing pricing proposal. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress) related to Roth catch-up effective date. S. 2517, Auto Reenroll Act. | HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE | 0 | 0 | 2024-04-15T12:15:53-04:00 | ||
| 3144731 | DAVIS & HARMAN LLP b5bfd84e-7590-4f88-93b0-e0b718f5079c | Q1 | DAVIS & HARMAN LLP | 11674 | RETIREMENT INDUSTRY TRUST ASSOCIATION | 2024 | first_quarter | RET | Issues related to retirement savings and IRAs. Legislative proposals related to self-directed IRAs and IRA investments. Discussion draft of Retirement Improvements and Savings Enhancements (RISE) Act of 2016. IRA investment changes in H.R. 5376, Build Back Better Act/Inflation Reduction 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 | 2024-04-15T12:20:13-04:00 | ||
| 3144751 | DAVIS & HARMAN LLP 9af08e34-283a-48a5-b011-239bfb1b4969 | Q1 | DAVIS & HARMAN LLP | 11674 | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | 2024 | 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. Issues related to the tax treatment of retirement plans, IRAs, and annuity products. Issues related to pension risk transfers. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2024-04-15T12:24:32-04:00 | |
| 3144777 | DAVIS & HARMAN LLP 0339a847-d21c-4071-89b4-a5f9b46b6241 | Q1 | DAVIS & HARMAN LLP | 11674 | INSPIRA FINANCIAL | 2024 | first_quarter | RET | Issues related to retirement savings and IRAs. Legislative proposals related to self-directed IRAs and IRA investments. IRA investment changes in H.R. 5376, Build Back Better Act/Inflation Reduction Act (117th Congress). H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress), regarding issues related to automatic portability. | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2024-04-15T12:30:42-04:00 | ||
| 3144882 | DAVIS & HARMAN LLP 6bc328aa-adfa-41ea-9144-90794696bd3f | Q1 | DAVIS & HARMAN LLP | 11674 | EMPOWER RETIREMENT LLC | 2024 | first_quarter | RET | Proposals related to retirement plan enhancements. Tax incentives for retirement savings. H.R. 7293, Automatic IRA Act of 2024 | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2024-04-15T12:59:54-04:00 | |
| 3144903 | DAVIS & HARMAN LLP 8fe93a3b-633a-46df-9b5e-25a1a268797c | Q1 | DAVIS & HARMAN LLP | 11674 | EDWARD JONES INVESTMENTS | 2024 | 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 the Department of Labor's fiduciary definition. 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. Issues related to the SEC's predictive data analytics proposal. Issues related to Roth catch-up contribution effective date. Issues regarding age 18 eligibility. H.R. 7146/S. 1870, Enhancing Emergency and Retirement Savings Act (117th Congress). H.R. 7310, Protecting Americas Retirement Security Act (117th Congress). H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). H.R. 4924/S. 2517, Auto Reenroll Act. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. S. 3305, Helping Young Americans Save for Retirement Act | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2024-04-15T13:03:47-04:00 | |
| 3145197 | DAVIS & HARMAN LLP c83f7a8e-d12b-412a-b223-c674f1f64045 | Q1 | DAVIS & HARMAN LLP | 11674 | STATE STREET BANK AND TRUST CO. | 2024 | first_quarter | RET | Issues related to expanding retirement coverage and adequacy, facilitating retirement income, and increasing retirement security. Issues related to Qualified Professional Asset Managers. 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. Issues relating to disclosure of longevity risk. S. 1011, to modify the requirements for multiple employer plans (116th Congress). S. 321, Retirement Security Act (116th Congress). H.R. 7310, Protecting Americas Retirement Security Act (117th Congress). H.R. 5376, the Build Back Better Act (117th Congress). H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). H.R. 4924/S. 2517, Auto Reenroll Act. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. H.R. 7293, Automatic IRA Act of 2024 | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2024-04-15T14:57:17-04:00 | |
| 3145211 | DAVIS & HARMAN LLP 67e05ec7-eef7-46e1-b045-254d02c5c12d | Q1 | DAVIS & HARMAN LLP | 11674 | FMR LLC | 2024 | 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 of information under ERISA, the Internal Revenue Code, and securities law. Issues related to electronic witnessing. Issues related to SEC's liquidity and swing pricing proposal. Issues related to the Roth catch-up effective date. Issues related to the SEC's predictive data analytics proposal. S. 1011, to modify the requirements for multiple employer plans, and for other purposes (116th Congress). H.R. 7310, Protecting Americas Retirement Security 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). H.R. 1059/S. 1212, Securing and Enabling Commerce Using Remote and Electronic Notarization Act. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. H.R. 4924/S. 2517, Auto Reenroll Act. | HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE | 10000 | 0 | 0 | 2024-04-15T15:05:35-04:00 | |
| 3145250 | I STREET ADVOCATES f0f6db15-246a-43e8-a7e2-f725917ff17f | Q1 | I STREET ADVOCATES | 51753 | AMERICAN POSTAL WORKERS UNION | 2024 | first_quarter | RET | Support of the Social Security Fairness Act H.R. 82/S. 597; Support for the Federal RetirementFairness Act H.R. 5995 | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2024-04-15T15:16:17-04:00 | |
| 3145254 | DAVIS & HARMAN LLP 9a56fd5d-ebc9-4396-98e9-9779e095e4c6 | Q1 | DAVIS & HARMAN LLP | 11674 | BROKER/DEALER COORDINATION GROUP | 2024 | 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. SEC proposal regarding predictive data analytics. | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Office of Management & Budget (OMB),Securities & Exchange Commission (SEC),SENATE | 40000 | 0 | 0 | 2024-04-15T15:20:14-04:00 | |
| 3145277 | DAVIS & HARMAN LLP 925459eb-2889-43af-8465-959ebda4592f | Q1 | DAVIS & HARMAN LLP | 11674 | TRANSAMERICA LIFE INSURANCE COMPANY | 2024 | 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. Issues related to the Roth catch-up contribution effective date. Proposals related to automatic enrollment grandfather rules. Issues regarding age 18 eligibility. SEC hard close and swing pricing proposal. S. 1011, to modify the requirements for multiple employer plans, and for other purposes (116th Congress). H.R. 7310, Protecting Americas Retirement Security Act (117th Congress). H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). H.R. 1059/S. 1212, Securing and Enabling Commerce Using Remote and Electronic Notarization Act. H.R. 4924/S. 2517, Auto Reenroll Act. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. H.R. 7293, Automatic IRA Act of 2024 S. 3305, Helping Young Americans Save for Retirement Act | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2024-04-15T15:31:50-04:00 | |
| 3145302 | DAVIS & HARMAN LLP fb0bbdde-3ce3-4e51-94f4-4f0fdfd2764a | Q1 | DAVIS & HARMAN LLP | 11674 | AMERICAN BENEFITS COUNCIL | 2024 | 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, the Internal Revenue Code, and securities law. 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 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, longer servi… | HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE | 40000 | 0 | 0 | 2024-04-15T15:39:43-04:00 | |
| 3145320 | DAVIS & HARMAN LLP b0729351-b532-4b35-935a-973e0739ce5d | Q1 | DAVIS & HARMAN LLP | 11674 | LPL FINANCIAL | 2024 | 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. Issues regarding age 18 eligibility. S. 2387, Small Business Tax Fairness Act (117th Congress). H.R. 7310, Protecting Americas Retirement Security Act (117th Congress). H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). H.R. 4924/S. 2517, Auto Reenroll Act. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. S. 3305, Helping Young Americans Save for Retirement | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2024-04-15T15:44:55-04:00 | |
| 3145330 | DAVIS & HARMAN LLP fc0618d8-cf80-4589-89bb-793fb67113a1 | Q1 | DAVIS & HARMAN LLP | 11674 | NATIONWIDE INSURANCE COMPANIES | 2024 | 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 of information under ERISA, the Internal Revenue Code, and securities law. Proposals related to ETFs and variable annuities. Issues related to SEC's liquidity and swing pricing proposal. Proposals regarding the portability of retirement savings. Issues related to Roth catch-up contribution effective date. S. 1011, to modify the requirements for multiple employer plans, and for other purposes (116th Congress). H.R. 7310, Protecting Americas Retirement Security Act (117th Congress). H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). H.R. 4924/S. 2517, Auto Reenroll Act. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. H.R. 7293, Auto IRA Act of 2024 | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2024-04-15T15:47:58-04:00 | |
| 3145344 | DAVIS & HARMAN LLP 1ab78a9b-b863-40e3-a5da-cebbc46c9883 | Q1 | DAVIS & HARMAN LLP | 11674 | NATIONAL RURAL ELECTRIC COOPERATIVE ASSN | 2024 | 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. Issues related to Roth catch-up contribution effective date. Proposals related to automatic enrollment grandfather rules. H.R. 3596, Rightsizing Pension Premiums Act (115th 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). H.R. 1059/S. 1212, Securing and Enabling Commerce Using Remote and Electronic Notarization Act. | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2024-04-15T15:51:37-04:00 | |
| 3145362 | DAVIS & HARMAN LLP 3b525b09-4cab-4b5b-b6a1-5e7c5438bf20 | Q1 | DAVIS & HARMAN LLP | 11674 | GIRL SCOUTS OF THE USA | 2024 | first_quarter | RET | Pension funding issues. PBGC related issues. Proposals related to plan transfers. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2024-04-15T15:54:13-04:00 | |
| 3145379 | DAVIS & HARMAN LLP baa18c0f-ff9b-4925-ad85-9538ffe5391d | Q1 | DAVIS & HARMAN LLP | 11674 | WILLIS NORTH AMERICA INC | 2024 | 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. Issues related to Roth catch-up contribution effective date. H.R. 7310, Protecting Americas Retirement Security Act (117th Congress). H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). H.R. 4924/S. 2517, Auto Reenroll Act. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2024-04-15T15:58:56-04:00 | ||
| 3145891 | MINDSET ADVOCACY, LLC 290d0d71-5f5b-42ee-a9da-24f96ea44ee8 | Q1 | MINDSET ADVOCACY, LLC | 296271 | BETTERMENT LLC | 2024 | first_quarter | RET | Issues related to financial services and retirement savings | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE | 20000 | 0 | 0 | 2024-04-16T09:14:31-04:00 | |
| 3145949 | MINDSET ADVOCACY, LLC e6dc7318-48b6-42b9-beaa-e7e791828bb7 | Q1 | MINDSET ADVOCACY, LLC | 296271 | LPL FINANCIAL LLC | 2024 | first_quarter | RET | General interest in retirement issues. Issues related to independent contracting. Issues related to DOL fiduciary rule. | HOUSE OF REPRESENTATIVES,SENATE | 40000 | 0 | 0 | 2024-04-16T09:59:05-04:00 | |
| 3145987 | MINDSET ADVOCACY, LLC cff69b12-3c7f-4b74-a12d-1f6294241546 | Q1 | MINDSET ADVOCACY, LLC | 296271 | WILLIS NORTH AMERICA INC. | 2024 | first_quarter | RET | Issues relating to pooled employer plans | HOUSE OF REPRESENTATIVES,Natl Economic Council (NEC),SENATE,Treasury, Dept of | 10000 | 0 | 0 | 2024-04-16T10:15:57-04:00 | |
| 3145991 | MINDSET ADVOCACY, LLC 2a793b74-851a-4e77-b480-6b15c4dd685f | Q1 | MINDSET ADVOCACY, LLC | 296271 | NEW YORK LIFE INSURANCE COMPANY | 2024 | first_quarter | RET | DOL Fiduciary rule | HOUSE OF REPRESENTATIVES,SENATE | 50000 | 0 | 0 | 2024-04-16T10:16:39-04:00 | |
| 3146381 | DAVIS & HARMAN LLP 4eea28d7-dc5d-4ed7-bdad-c7e6341d362d | Q1 | DAVIS & HARMAN LLP | 11674 | LINCOLN NATIONAL CORPORATION | 2024 | first_quarter | RET | Comprehensive pension and retirement savings legislation. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Issues related to paid family, sick, and medical leave. Issues related to lifetime income proposals. Issues related to disclosure of longevity risk. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2024-04-16T12:33:17-04:00 | |
| 3146399 | PRIMACY STRATEGY GROUP 8b2e8e32-fb04-4f9f-adcc-0df462507643 | Q1 | PRIMACY STRATEGY GROUP | 401105877 | HEALTH&PENSIONWORKS (FKA HEALTHWORKS) | 2024 | first_quarter | RET | Multiemployer Pension Reform FY2024 Authorizations, Appropriations, and Budget Policy ection 101 of the SECURE 2.0 Act requires employers with more than 10 employees to automatically enroll new employees at 3% of pay, increasing annually by 1% up to at least 10% but no more than 15% of pay. The 401(k) automatic enrollment provision presents a unique and increased set of challenges for Taft-Hartley plans that do not encumber single-employer plans in the same manner and that require further legislative reforms. Put simply, these automatic enrollment and auto-escalation provisions would dramatically increase the administrative complexity of 401(k) deferrals for multiemployer plans. While SECURE 2.0 was intended to promote retirement savings, the added complexity of administering the automatic enrollemt and escalation provisions will undermine that objective because existing multiemployer DC plans will likely not add a 401(k) feature to their plans and very few (if any) new 401(k) plans will be established in the multiemployer space. | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2024-04-16T12:37:07-04:00 | |
| 3146735 | DUTKO WORLDWIDE, LLC f452af02-4451-413b-b001-c67f561a7622 | Q1 | DUTKO WORLDWIDE, LLC | 12868 | ACCENTURE FEDERAL SERVICES LLC | 2024 | 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 | 2024-04-16T14:32:34-04:00 | |
| 3146866 | VERITAS ADVISORS, LLP fdb06849-43c5-4db0-b603-55718c7ebf7d | Q1 | VERITAS ADVISORS, LLP | 283878 | CLEARWATER PAPER | 2024 | first_quarter | RET | Pensions, no specific bills. | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2024-04-16T15:04:05-04:00 | |
| 3147091 | DYKEMA GOSSETT PLLC 6c5fa9d9-6681-4fc7-a5e3-1e8d79c9cb7d | Q1 | DYKEMA GOSSETT PLLC | 12915 | JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) | 2024 | first_quarter | RET | Lobbied in support of retirement security and pension provisions. Lobbied on proposed Fiduciary Rule. | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2024-04-16T15:47:32-04:00 | |
| 3147148 | MINDSET ADVOCACY, LLC c1dd0342-4cda-42a1-bba8-d8189470ee11 | Q1 | MINDSET ADVOCACY, LLC | 296271 | PFS INVESTMENTS, INC. | 2024 | first_quarter | RET | Department of Labor proposed rule on the definition term "fiduciary": (RIN: 1210-AC02) | HOUSE OF REPRESENTATIVES,SENATE | 60000 | 0 | 0 | 2024-04-16T15:52:46-04:00 | |
| 3147461 | COVINGTON & BURLING LLP 26ebf2b2-1a07-40cf-bd03-9a721fb92904 | Q1 | COVINGTON & BURLING LLP | 11195 | JOHN HANCOCK LIFE INSURANCE COMPANY (USA) (FKA JOHN HANCOCK FIN. SERVICES, INC.) | 2024 | first_quarter | RET | Retirement; long term care insurance; support H.R. 5707, Secure Family Futures Act. | HOUSE OF REPRESENTATIVES | 40000 | 0 | 0 | 2024-04-16T17:47:20-04:00 | |
| 3147517 | AMERICAN COUNCIL OF LIFE INSURERS 251a6c4d-0782-4d7d-b03a-7638c35ce749 | Q1 | AMERICAN COUNCIL OF LIFE INSURERS | 2115 | AMERICAN COUNCIL OF LIFE INSURERS | 2024 | first_quarter | RET | 1.SECURE 2.0 Technical Corrections Discussion Draft: Legislative language that will amend SECURE 2.0 to make technical changes to a variety of provisions. 2.H.R. 3063 Retirement Fairness for Charities and Educational Institutions Act of 2023: Would allow 403(b) plans to invest in Collective Investment Trusts or Separate Accounts that establishes investment parity with other defined contribution plans, like 401(k)s. 3.H.R. 3942, Lifetime Income for Employees (LIFE) Act: Amends the current rules for qualified default investment alternatives to facilitate the use of an annuity component that will expand the availability of guaranteed returns and guaranteed lifetime income that help savers secure their retirement futures. 4.H.R. 4237, S. 2282 Ensuring Sound Guidance Act: Would require investment advisers and ERISA retirement plan sponsors to prioritize financial returns over non-pecuniary factors when making investment decisions on behalf of their clients. 5.H.R. 4924, S. 2517 Auto Reenroll Act of 2023: The bill allows plan sponsors to re-enroll non-participants at least once every three years, unless the individual affirmatively opts-out again. The bill also permits plans to sweep all eligible employees as a group for re-enrollment and does not change the automatic enrollment safe harbors. 6.H.R. 5060, S. 2627 Womens Retirement Protection Act (WRPA): The legislation would impose spousal consent requirements on nearly all distributions from defined contribution plans. The bill also seeks to enhance financial literacy through grants to community-based organizations and also offers grants to such organizations to help low-income women and survivors of domestic abuse obtain qualified domestic relations orders. 7.H.R. 5408, S. 2767 SSI Savings Penalty Elimination Act: The legislation would increase the asset limit from $2,000 to $10,000 for an individual, and from $3,000 to $20,000 for a married couple. Increasing the limit empowers people to prepare themselves for a financial emergency and allows them to enter the workf… | HOUSE OF REPRESENTATIVES,SENATE | 1042541 | 0 | 0 | 2024-04-16T19:25:32-04:00 | |
| 3147526 | BROWNSTEIN HYATT FARBER SCHRECK, LLP c0f33687-fd51-44f3-9b0b-ec95c48bb635 | Q1 | BROWNSTEIN HYATT FARBER SCHRECK, LLP | 7257 | UNIVERSAL SAVINGS FOR AMERICANS, FORMERLY REPORTED AS, SAVINGUSA | 2024 | first_quarter | RET | Issues related to retirement savings S.3102 - Retirement Savings for Americans Act of 2023 | HOUSE OF REPRESENTATIVES,SENATE | 90000 | 0 | 0 | 2024-04-16T19:36:39-04:00 | |
| 3147556 | RUTLEDGE POLICY GROUP, LLC f5bc8a93-c6d9-4545-b39e-917a8aba85d7 | Q1 | RUTLEDGE POLICY GROUP, LLC | 401105775 | AMERICAN RETIREMENT ASSOCIATION | 2024 | first_quarter | RET | General Retirement Savings Legislation - All Provisions SECURE 2.0 Act of 2022 - Technical Corrections General 401(k) legislation- All provisions | HOUSE OF REPRESENTATIVES,SENATE | 45000 | 0 | 0 | 2024-04-16T20:06:29-04:00 | |
| 3147658 | AARP c4513bc0-c173-49a5-ab85-9d1002b1f8b2 | Q1 | AARP | 1694 | AARP | 2024 | first_quarter | RET | No bill number. Discussed retirement challenges for workers with physically demanding jobs. No bill number. Discussed fast-track entitlement/fiscal commissions. H.R. 5779, the Fiscal Commission Act of 2023. No bill number. Discussed customer service at the Social Security Administration. S. 1211/H.R. 3729, the Social Security Caregiver Protection Act. No bill number. Discussed Social Security solvency and financing. H.R. 7697, the Dignity and Autonomy for Our Supplemental Security Income PNA Beneficiaries Act. No bill number. Discussed Social Security Administration operations during a government shutdown. No bill number. Discussed Social Security Administration improper benefit payments. S. 2767/H.R. 5408, the SSI Savings Penalty Elimination Act. S. 597/H.R. 82, the Social Security Fairness Act of 2023. H.R. 5342, the Equal Treatment of Public Servants Act of 2023. H.R. 4260, the Public Servants Protection and Fairness Act of 2023. H.R. 6065/S.3103, the Retirement Savings for Americans Act. S.2517/H.R. 4924, the Auto Reenroll Act of 2023. H.R. 7293, the Automatic IRA Act of 2024. No bill number. Discussed Retirement Security Rule. No bill number. Discussed retirement savings and access. No bill. Discussed matching and vesting. No bill. Discussed fraud and retirement accounts. S. 3109, the Alleviating Barriers for Caregivers Act. No bill number. Discussed family caregivers and retirement contributions. | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Social Security Administration (SSA) | 4370000 | 0 | 0 | 2024-04-17T08:46:01-04:00 | |
| 3147784 | AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES 58fc67e1-6cd3-466d-b59a-9b2b2a62d8f4 | Q1 | AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES | 3481 | AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES | 2024 | first_quarter | RET | H.R. 2617 - Consolidated Appropriations Act, 2023 (117th Congress) H.R. 9462 - Retirement Savings for Americans Act of 2022 (117th Congress) H.R. 3063 - Retirement Fairness for Charities and Educational Institutions Act of 2023 (118th Congress) H.R. 3784 - Improving Social Security's Service to Victims of Identity Theft Act (118th Congress) H.R. 3942 - Lifetime Income for Employees Act H.R. 4008 - Protecting Americans Retirement Savings Act H.R. 4924 - Auto Reenroll Act of 2023 H.R. 5060 - Womens Retirement Protection Act H.R. 5337 - Retirement Proxy Protection Act H.R. 5338 - No Discrimination in My Benefits Act H.R. 5339 - RETIRE Act H.R. 5340 - Providing Complete Information to Retirement Investors Act H.R. 6007 - the Retirement Investment in Small Employers Act H.R. 6757 -To amend the Internal Revenue Code of 1986 to permit the rollover contributions from Roth IRAs to designated Roth accounts. S. 2517 - Auto Reenroll Act of 2023 S. 2627 - Womens Retirement Protection Act S. 5271 - Retirement Savings for Americans Act of 2022 (117th Congress) S. 3305 - Helping Young Americans Save for Retirement Act | HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),Securities & Exchange Commission (SEC),SENATE | 431397 | 0 | 0 | 2024-04-17T09:51:56-04:00 | |
| 3147833 | DANEA KEHOE 4efa8c37-bcf9-482d-923d-bc584e70aa3d | Q1 | DANEA KEHOE | 67570 | NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS | 2024 | first_quarter | RET | fiduciary rule catch-up contributions | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE | 10000 | 0 | 0 | 2024-04-17T10:04:51-04:00 | |
| 3147968 | INTERNATIONAL FEDERATION OF PROFESSIONAL AND TECHNICAL ENGINEERS (IFPTE) a6737042-33e7-4543-abfa-6cf92e697771 | Q1 | INTERNATIONAL FEDERATION OF PROFESSIONAL AND TECHNICAL ENGINEERS (IFPTE) | 19968 | INTERNATIONAL FEDERATION OF PROFESSIONAL AND TECHNICAL ENGINEERS (IFPTE) | 2024 | first_quarter | RET | Social Security 2100 Act SSA appropriations Federal Employee pensions | HOUSE OF REPRESENTATIVES,SENATE | 85000 | 0 | 0 | 2024-04-17T10:48:26-04:00 | |
| 3148671 | SUMMIT STRATEGIES GOVERNMENT AFFAIRS LLC 13da5249-0913-4bc6-884a-c3d2c77f9013 | Q1 | SUMMIT STRATEGIES GOVERNMENT AFFAIRS LLC | 401103550 | THE ASSOCIATION OF UNION CONSTRUCTORS | 2024 | first_quarter | RET | Issues related to multiemployer pensions. | HOUSE OF REPRESENTATIVES,SENATE | 20000 | 0 | 0 | 2024-04-17T13:10:14-04:00 | |
| 3149032 | MCALLISTER & QUINN, LLC cff63e2c-e5e0-4fdd-b7e9-93b4abe35c0d | Q1 | MCALLISTER & QUINN, LLC | 292573 | UNITED STATES CAPITOL POLICE LABOR COMMITTEE | 2024 | first_quarter | RET | Capitol Security. 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. H.R. 3170 - S. 1514- HELPER Act of 2023. In support of. No bill number - Legislative Branch Appropriations Act, 2025 - Provisions related to Capitol Security, pay issues. | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2024-04-17T14:28:18-04:00 | |
| 3149255 | CAPITOL CITY GROUP, LTD. 53873114-3d70-4a50-94e8-8ea6786ffcd9 | Q1 | CAPITOL CITY GROUP, LTD. | 52903 | ASCENSUS, INC. | 2024 | 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 Health Savings Act of 2023; 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; H.R.4401 Restoring Earned Veterans Benefits Act; HR5241 To amend the Internal Revenue Code of 1986 to provide that governmental pension plans may include certain firefighters, emergency medical technicians, and paramedics, and for other purposes; HR4648 o amend the Securities Exchange Act of 1934 to provide for duties of certain investment advisors, asset managers, and pension funds with respect to voting on shareholder proposals, and for other purposes; HR6007 Retirement Investment in Small Employers Act; S3305 Helping Young Americans Save for Retirement Act; HR5340 Providing Complete Information to Retirement Investors Act; H5995 Federal Retirement Fairness Act; S1563 Maximize Americans' Retirement Security Act. HR 6993 Retirement Freedom Act;S.2512 A bill to amend the Internal Rev… | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2024-04-17T15:14:37-04:00 | |
| 3149912 | PORT SIDE STRATEGIES, LLC a9671007-67f6-4f23-8545-145b17519189 | Q1 | PORT SIDE STRATEGIES, LLC | 401105394 | SOCIAL SECURITY WORKS | 2024 | first_quarter | RET | H.R.4583 - Social Security 2100 Act - in support. S.2741 - SWIFT Act - in support. H.R.3206 - Senior Citizens Tax Elimination Act - opposed. S.3806 - COLAs Dont Count Act of 2024 - in support. H.R.5086 - COLAs Dont Count Act of 2023 - in support. H.R.7138 - Supplemental Security Income Restoration Act of 2024 - in support. | HOUSE OF REPRESENTATIVES,SENATE,White House Office | 20000 | 0 | 0 | 2024-04-17T18:42:40-04:00 | |
| 3149942 | PORT SIDE STRATEGIES, LLC 63e9550a-c16c-47e5-8345-8804361b5013 | Q1 | PORT SIDE STRATEGIES, LLC | 401105394 | MOVEON.ORG CIVIC ACTION | 2024 | first_quarter | RET | Issues related to Social Security Administration. H.R.4583 - Social Security 2100 Act - in support. | HOUSE OF REPRESENTATIVES,SENATE,White House Office | 20000 | 0 | 0 | 2024-04-17T18:47:54-04:00 | |
| 3150212 | AMAC ACTION 4316283b-c3c4-49ed-b707-0dad48fccd66 | Q1 | AMAC ACTION | 401104675 | AMAC ACTION | 2024 | 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 | 2024-04-18T09:38:49-04:00 | |
| 3150415 | SCHOENING STRATEGIES 4b1f74d5-5e8a-4166-9837-218ac35cd4e9 | Q1 | SCHOENING STRATEGIES | 400954758 | AMAC ACTION | 2024 | first_quarter | RET | Support social security improvements and efforts to avert insolvency; support H.R. 2593 Senior Security Act; support H.R. 3784 Improving Social Security's Services to Victims of Identity Theft Act; support H.R. 5193 Senior Citizens' Freedom to Work Act of 2023; support H.R. 5340 Providing Complete Information to Retirement Investors Act. | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2024-04-18T10:23:07-04:00 | |
| 3150656 | WILLIAMS AND JENSEN, PLLC 812e8110-2ca9-4259-b732-28441e2d8874 | Q1 | WILLIAMS AND JENSEN, PLLC | 41454 | DEFINED BENEFIT RETIREMENT PROTECTION FUND, INC. | 2024 | first_quarter | RET | Legislation affecting WEP and GPO under the Social Security Program; H.R. 82; S.597. | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2024-04-18T11:04:49-04:00 | ||
| 3150729 | PRUDENTIAL FINANCIAL, INC. 5bfadba1-c635-404b-b8a3-83bea763a7e1 | Q1 | PRUDENTIAL FINANCIAL, INC. | 32338 | PRUDENTIAL FINANCIAL INC | 2024 | first_quarter | RET | DOL Fiduciary Rule Automatic IRA AssociationRetirement Plans | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE | 1002000 | 0 | 0 | 2024-04-18T11:23:29-04:00 | |
| 3150822 | NATIONAL RURAL LETTER CARRIERS' ASSOCIATION 84ace21e-e71b-4f9e-82b8-63828f6dc4f3 | Q1 | NATIONAL RURAL LETTER CARRIERS' ASSOCIATION | 28526 | NATIONAL RURAL LETTER CARRIERS' ASSOCIATION | 2024 | 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. H.R. 5723-"Social Security 2100"-legislation that protects Social Security. The bill also repeals WEP and GPO. The NRLCA has not taken a position on this bill. H.R. 866-"Equal COLA Act"-legislation that would revise the formula used to calculate the cost of living adjustment for annuities under FERS. The NRLCA has not taken a position on this bill. H.R. 5995-"Federal Retirement Fairness Act"-legislation that would allow federal and postal employees who spent time in the non-career or temporary status before becoming a regular to buy back their time from their non-career status. The NRLCA endorsed this legislation. | HOUSE OF REPRESENTATIVES,SENATE | 125000 | 0 | 0 | 2024-04-18T11:44:27-04:00 | |
| 3150880 | CMFG LIFE INSURANCE COMPANY 065597d4-1e35-4ee7-b72d-82f587e78759 | Q1 | CMFG LIFE INSURANCE COMPANY | 80510 | CMFG LIFE INSURANCE COMPANY | 2024 | first_quarter | RET | Support technical corrections to be made to SECURE 2.0 law. Support H.R. 3063, the Retirement Fairness for Charities and Educational Institutions Act. Allows 403(b) retirement plans to invest in unregistered insurance contracts and CITs. Included in H.R. 2799, Expanding Access to Capital Act. | HOUSE OF REPRESENTATIVES,SENATE | 120000 | 0 | 0 | 2024-04-18T11:52:22-04:00 | |
| 3151091 | RICH FEUER ANDERSON bcbea0ea-1673-4995-9cf4-933cf708ee82 | Q1 | RICH FEUER ANDERSON | 84775 | GUARDIAN LIFE INSURANCE COMPANY | 2024 | first_quarter | RET | Regulatory activity related to fiduciary standards of care. | HOUSE OF REPRESENTATIVES,SENATE | 60000 | 0 | 0 | 2024-04-18T12:38:20-04:00 | |
| 3151393 | WILLIAMS AND JENSEN, PLLC 13b246dc-42ea-4b7a-8b26-f4fe2c53d2d7 | Q1 | WILLIAMS AND JENSEN, PLLC | 41454 | THE VANGUARD GROUP, INC. | 2024 | first_quarter | RET | Retirement and savings issues, generally. | HOUSE OF REPRESENTATIVES,SENATE | 60000 | 0 | 0 | 2024-04-18T13:29:55-04:00 | |
| 3151475 | WILLIAMS AND JENSEN, PLLC f950cae1-06d9-43a2-9538-c7daf97bbdab | Q1 | WILLIAMS AND JENSEN, PLLC | 41454 | CALIFORNIA STATE TEACHERS' RETIREMENT SYSTEM | 2024 | first_quarter | RET | Legislation related to Social Security penalties, H.R. 82 and S. 597. | HOUSE OF REPRESENTATIVES,SENATE | 90000 | 0 | 0 | 2024-04-18T13:37:54-04:00 | |
| 3151537 | WILLIAMS AND JENSEN, PLLC 8337bb59-fddc-4e12-bd89-047998401fbf | Q1 | WILLIAMS AND JENSEN, PLLC | 41454 | HOUSTON FIREFIGHTERS RELIEF AND RETIREMENT FUND | 2024 | first_quarter | RET | Legislation related to Social Security penalties. H.R. 82 and S. 597. | HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of | 30000 | 0 | 0 | 2024-04-18T13:44:13-04:00 | |
| 3151566 | WILLIAMS AND JENSEN, PLLC 995695cb-7dd8-4161-b445-40bf68b28047 | Q1 | WILLIAMS AND JENSEN, PLLC | 41454 | LOS ANGELES COUNTY EMPLOYEES' RETIREMENT SYSTEM | 2024 | first_quarter | RET | Legislation related to Social Security penalties. H.R. 82 and S. 597. | HOUSE OF REPRESENTATIVES,SENATE | 50000 | 0 | 0 | 2024-04-18T13:45:42-04:00 | |
| 3151568 | DYKEMA GOSSETT PLLC d819e18b-ddee-4cfe-97ac-6ab0cddd2f97 | Q1 | DYKEMA GOSSETT PLLC | 12915 | THE ERISA INDUSTRY COMMITTEE | 2024 | first_quarter | RET | Paid leave issues Emergency savings Single-employer defined benefit issues Retirement plan disclosures Retirement plan investment requirements, options, duties, and related issues 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 Proposals to change capital holding requirements for banks Retirement plan coverage | HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of | 20000 | 0 | 0 | 2024-04-18T13:45:48-04:00 | |
| 3151620 | MISSIONSQUARE RETIREMENT b56abb81-376d-4270-bf18-15a672e69df3 | Q1 | MISSIONSQUARE RETIREMENT | 401106438 | MISSIONSQUARE RETIREMENT | 2024 | first_quarter | RET | Proposals related to retirement, employee benefit plan investments and administration, retiree health savings and collective investment trusts. Proposals related to 403(b) and governmental 457(b) plans. Issues related to tax incentives for retirement savings. Expansion of investment options for 403(b) plans. Issues related to implementation of SECURE 2.0. | HOUSE OF REPRESENTATIVES,SENATE | 150000 | 0 | 0 | 2024-04-18T13:49:43-04:00 | |
| 3151960 | PUBLIC STRATEGIES WASHINGTON, INC. ad11fe6c-1c98-44e8-bc21-7e8477c3c2a2 | Q1 | PUBLIC STRATEGIES WASHINGTON, INC. | 32486 | INVESTMENT COMPANY INSTITUTE | 2024 | first_quarter | RET | Issues relating to retirement security | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2024-04-18T14:41:01-04:00 | |
| 3152350 | INTERNATIONAL ALLIANCE OF THEATRICAL STAGE EMPLOYEES 1d657370-105a-474a-af7a-0070fc3e7e53 | Q1 | INTERNATIONAL ALLIANCE OF THEATRICAL STAGE EMPLOYEES | 401105446 | INTERNATIONAL ALLIANCE OF THEATRICAL STAGE EMPLOYEES | 2024 | first_quarter | RET | Oppose the Giving Retirement Options to Workers Act | 70000 | 0 | 0 | 2024-04-18T15:24:18-04:00 | ||
| 3152461 | MR. DAN PERRIN cce5b282-f8bc-40a8-b94b-2d9086af1ea9 | Q1 | MR. DAN PERRIN | 40033289 | OUR GENERATION | 2024 | first_quarter | RET | Reform Social Security Disability Insurance | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2024-04-18T15:45:58-04:00 | |
| 3152649 | NATIONAL AIR TRAFFIC CONTROLLERS ASSOCIATION 8b3c9fbd-477e-4152-831e-375e3cd96c69 | Q1 | NATIONAL AIR TRAFFIC CONTROLLERS ASSOCIATION | 26477 | NATIONAL AIR TRAFFIC CONTROLLERS ASSOCIATION | 2024 | 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. 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) | 390000 | 0 | 0 | 2024-04-18T16:28:38-04:00 | |
| 3152687 | WILLIAMS AND JENSEN, PLLC 37f894ae-4bce-4569-b43a-ecb4ddd01ec0 | Q1 | WILLIAMS AND JENSEN, PLLC | 41454 | AMERICAN EQUITY INVESTMENT LIFE HOLDING COMPANY | 2024 | first_quarter | RET | Benefit distributions in the form of annuities. Fiduciary Rule. | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE | 20000 | 0 | 0 | 2024-04-18T16:39:29-04:00 | |
| 3152751 | WILLIAMS AND JENSEN, PLLC ab4bb135-f5db-460a-9bf5-449ff994c588 | Q1 | WILLIAMS AND JENSEN, PLLC | 41454 | INDEXED ANNUITY LEADERSHIP COUNCIL | 2024 | first_quarter | RET | Regulation of Fixed Indexed Annuity. | Labor, Dept of (DOL),White House Office | 10000 | 0 | 0 | 2024-04-18T16:59:50-04:00 | |
| 3152790 | NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC. 2f63fc12-6c7b-4220-b2ac-982143443472 | Q1 | NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC. | 26980 | NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC. | 2024 | first_quarter | RET | Public Safety Retirees Healthcare Protection Act; Public Servants Protection & Fairness Act; Social Security Fairness Act | HOUSE OF REPRESENTATIVES,SENATE | 60000 | 0 | 0 | 2024-04-18T17:09:56-04:00 | |
| 3152894 | GUSTO 48d659c4-bdcb-42b8-8294-af5f8866dec8 | Q1 | GUSTO | 401106368 | GUSTO | 2024 | first_quarter | RET | 401k Safe Harbor expansion | HOUSE OF REPRESENTATIVES,SENATE | 10000 | 0 | 0 | 2024-04-18T17:34:41-04:00 | |
| 3153115 | PRINCIPAL FINANCIAL GROUP 9dad27f4-6f0a-4a27-a57b-da8d85e7b271 | Q1 | PRINCIPAL FINANCIAL GROUP | 32178 | PRINCIPAL FINANCIAL GROUP | 2024 | first_quarter | RET | HR 5339 RETIRE Act: Summary is in progress. To amend the Employee Retirement Income Security Act of 1974 to specify requirements concerning the consideration of pecuniary and non-pecuniary factors, and for other purposes. HR 5337 Retirement Proxy Protection Act: Summary is in progress. To amend the Employee Retirement Income Security Act of 1974 to clarify the application of prudence and exclusive purpose duties to the exercise of shareholder rights. HR 5338 No Discrimination In My Benefits Act: Summary is in progress. To amend the Employee Retirement Income Security Act of 1974 to establish that fiduciaries must act with prudence and loyalty when selecting service providers for pension plans. HR 5340 Providing Complete Information to Retirement Investors Act: Summary is in progress. To amend the Employee Retirement Income Security Act of 1974 to ensure that pension plans provide notice to participants and beneficiaries on risks associated with certain investments, and for other purposes. HR 3063 Retirement Fairness for Charities and Educational Institutions Act: Summary is in progress. To amend the Federal securities laws to enhance 403(b) plans, and for other purposes. S5271 Retirement Savings for Americans Act: This bill provides retirement savings accounts to eligible workers without employer-sponsored retirement plans. Participants' contributions are matched (up to certain thresholds) by the government through a federal income tax credit. No Bill Number. Automatic IRA Act of 20204. To amend the Internal Revenue Code of 1986 to provide rules for automatic contribution retirement plans and arrangements. HR 1807 Improving Disclosure for Investors Act of 2024. To direct the Securities and Exchange Commission to promulgate rules with respect to the electronic delivery of certain required disclosures, and for other purposes. This bill requires the Securities and Exchange Commission (SEC) to propose and finalize rules to allow entities to deliver regulatory documents to investors electronically. The SEC must establ… | HOUSE OF REPRESENTATIVES,SENATE | 807000 | 0 | 0 | 2024-04-18T18:57:00-04:00 | |
| 3153324 | THE VOGEL GROUP 5b5af1b0-9baf-4c95-b898-a2c54588787c | Q1 | THE VOGEL GROUP | 401104734 | GENWORTH FINANCIAL INC. | 2024 | first_quarter | RET | Issues related to long-term care insurance and retirement security and savings | HOUSE OF REPRESENTATIVES,SENATE | 36000 | 0 | 0 | 2024-04-18T23:16:43-04:00 | |
| 3153704 | NATIONAL BEER WHOLESALERS ASSOCIATION 4347cfa9-2ef8-4a9c-94e9-8617abb0af12 | Q1 | NATIONAL BEER WHOLESALERS ASSOCIATION | 27274 | NATIONAL BEER WHOLESALERS ASSOCIATION | 2024 | first_quarter | RET | Issues related to multi-employer pension plans. Issues related to Special Financial Assistance for Troubled Multiemployer Pension Plans. | HOUSE OF REPRESENTATIVES,SENATE | 330000 | 0 | 0 | 2024-04-19T09:01:29-04:00 | |
| 3153819 | TIAA c54813db-4d89-493c-a594-5ae4ea0fad90 | Q1 | TIAA | 55757 | TIAA | 2024 | first_quarter | RET | Access to Lifetime Income Investment/Distribution Options on Retirement Plan Menus Defined Contribution Retirement Plan Design and Modernization Qualified Default Investment Alternatives (QDIA) General Account Products Auto Portability Access to Workplace Retirement Plans Post SECURE 2.0 Implementation SEC Proposed Rule, Open-End Fund Liquidity Risk Management Programs and Swing Pricing; Form N-PORT Reporting Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 6772) Lifetime Income for Employees Act (H.R. 3942) Auto Reenroll Act of 2023 (H.R. 4924, S. 2517) DOL Proposed Rule, Retirement Security Rule: Definition of an Investment Advice Fiduciary DOL Proposed Rule, Proposed Amendment to Prohibited Transaction Exemption 2020-02" Automatic IRA Act of 2024 (H.R. 7293) | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of | 430000 | 0 | 0 | 2024-04-19T09:24:17-04:00 | |
| 3153876 | MEHLMAN CONSULTING, INC. f5fac367-c07e-4f40-8281-5cb5cea7fa59 | Q1 | MEHLMAN CONSULTING, INC. | 284950 | AARP, INC. | 2024 | first_quarter | RET | S. 3109 - Alleviating Barriers for Caregivers (ABC) Act. | HOUSE OF REPRESENTATIVES,SENATE | 50000 | 0 | 0 | 2024-04-19T09:29:19-04:00 | |
| 3153878 | PUBLIC STRATEGIES WASHINGTON, INC. f4812f3d-cca1-4129-86ba-1685131c4507 | Q1 | PUBLIC STRATEGIES WASHINGTON, INC. | 32486 | PRINCIPAL FINANCIAL GROUP | 2024 | first_quarter | RET | Issues relating to retirement security | HOUSE OF REPRESENTATIVES,SENATE | 30000 | 0 | 0 | 2024-04-19T09:29:59-04:00 | |
| 3153953 | PUBLIC STRATEGIES WASHINGTON, INC. 31fa81af-892d-43cf-a783-1a4536522171 | Q1 | PUBLIC STRATEGIES WASHINGTON, INC. | 32486 | PRUDENTIAL FINANCIAL INC | 2024 | 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 | 2024-04-19T09:40:55-04:00 | |
| 3154111 | MARSH & MCLENNAN COMPANIES, INC. 7be3e6a8-2e65-43ea-840c-429659bdc91e | Q1 | MARSH & MCLENNAN COMPANIES, INC. | 400361683 | MARSH & MCLENNAN COMPANIES, INC. | 2024 | first_quarter | RET | Implementation of SECURE 2.0 retirement legislation | HOUSE OF REPRESENTATIVES,SENATE | 370000 | 0 | 0 | 2024-04-19T09:53:13-04:00 | |
| 3154153 | INTERNATIONAL ASSOCIATION OF FIRE FIGHTERS b66cc5ea-dcda-45ea-b7cb-afdcc2d77c63 | Q1 | INTERNATIONAL ASSOCIATION OF FIRE FIGHTERS | 19753 | INTERNATIONAL ASSOCIATION OF FIRE FIGHTERS | 2024 | first_quarter | RET | H.R. 82/S. 597, Social Security Fairness Act of 2023 H.R. 957, Public Safety Retirees Healthcare Protection Act of 2023 H.R. 5241, Legislation to add private sector employees to governmental pension plans H.R. 7780, Safeguarding Investment Options for Retirement Act | HOUSE OF REPRESENTATIVES,SENATE | 160568 | 0 | 0 | 2024-04-19T09:58:31-04:00 | |
| 3154223 | NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION 9ba4112f-99f1-4e10-ac44-707cd43210e6 | Q1 | NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION | 28674 | NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION | 2024 | 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. | 80000 | 0 | 0 | 2024-04-19T10:02:19-04:00 |
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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);