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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

24,353 rows where issue_code = "RET" sorted by filing_year descending

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filing_year 27

  • 2025 1,370
  • 2019 1,239
  • 2020 1,195
  • 2018 1,157
  • 2022 1,108
  • 2014 1,103
  • 2021 1,093
  • 2017 1,082
  • 2009 1,074
  • 2012 1,063
  • 2010 1,048
  • 2016 1,047
  • 2013 1,033
  • 2024 1,020
  • 2015 994
  • 2023 991
  • 2008 956
  • 2011 915
  • 2006 901
  • 2005 791
  • 2007 538
  • 2004 537
  • 2003 532
  • 2002 497
  • 2000 391
  • 2001 385
  • 1999 293

filing_period 6

  • first_quarter 4,949
  • second_quarter 4,937
  • fourth_quarter 4,863
  • third_quarter 4,739
  • mid_year 2,464
  • year_end 2,401

issue_code 1

  • RET · 24,353 ✖
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
3327509 POYNER SPRUILL LLP 511d4929-30e2-4a0c-a85b-5fa29c857278 1T POYNER SPRUILL LLP 400563685 AMERICAN RETIREMENT ASSOCIATION 2025 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 20000   0 1 2025-02-25T11:43:10-05:00
3327831 AMAC ACTION 6b79e023-9862-4461-bf4f-d98f6a7658f6 Q1 AMAC ACTION 401104675 AMAC ACTION 2025 first_quarter RET healthcare reform solutions and legislation, Social Security reform solutions and legislation Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,SENATE   80000 0 0 2025-03-31T11:41:47-04:00
3328290 TREA SENIOR CITIZENS LEAGUE ca86412d-27ad-47ba-a730-4301ecb6509c Q1 TREA SENIOR CITIZENS LEAGUE 38426 TREA SENIOR CITIZENS LEAGUE 2025 first_quarter RET Social Security Reform; The Social Security Expansion Act (S.770, H.R.1700), The Social Security 2100 Act Protecting Social Security; Protect Social Security and Medicare Act (H.R.1950) Eliminating the Taxation of Social Security Benefits; The You Earned it You Keep It Act, The Senior Citizens Tax Elimination Act (H.R.1040), No Tax on Social Security (H.R.904) HOUSE OF REPRESENTATIVES,SENATE   5000 0 0 2025-04-02T11:28:58-04:00
3329006 RESOLUTION PUBLIC AFFAIRS, LLC aebec177-021e-48b4-9c03-bf7a1b8b2723 Q1 RESOLUTION PUBLIC AFFAIRS, LLC 401105068 EDWARD D. JONES & CO., L.P. 2025 first_quarter RET Issues related to retirement security and savings matters Issues related to small business retirement and retirement savings; HOUSE OF REPRESENTATIVES,SENATE 50000   0 0 2025-04-04T23:42:38-04:00
3329010 RESOLUTION PUBLIC AFFAIRS, LLC b3058afe-7c15-41d0-9757-0c17780d8008 Q1 RESOLUTION PUBLIC AFFAIRS, LLC 401105068 BLACKROCK FUNDS SERVICES GROUP, LLC 2025 first_quarter RET Issues impacting retirement security, generally HOUSE OF REPRESENTATIVES,SENATE 60000   0 0 2025-04-04T23:50:58-04:00
3329340 KEVIN KAYES 2e84e842-a547-43df-81d3-19a84aacff6b Q1 KEVIN KAYES 401104434 ARCBEST 2025 first_quarter RET Retirement Issues HOUSE OF REPRESENTATIVES,SENATE 40000   0 0 2025-04-07T10:39:29-04:00
3330991 VERITAS ADVISORS, LLP 9d0bbfe8-fc4b-4a73-addf-3cfc637cd3d3 Q1 VERITAS ADVISORS, LLP 283878 CLEARWATER PAPER 2025 first_quarter RET Pensions, no specific bills at this time. HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2025-04-10T13:07:51-04:00
3331074 MUTCH GOVERNMENT RELATIONS 509e13b9-3ff6-49f2-a005-f54468c25718 Q1 MUTCH GOVERNMENT RELATIONS 401105675 PIKES PEAK AREA COUNCIL OF GOVERNMENTS 2025 first_quarter RET Renewal of the Older American Act HOUSE OF REPRESENTATIVES 6000   0 0 2025-04-10T13:35:11-04:00
3331181 PUBLIC PRIVATE STRATEGIES 0f90f9d4-4338-4fae-99b3-5b7f5c9be592 Q1 PUBLIC PRIVATE STRATEGIES 401104830 ETSY 2025 first_quarter RET portable benefits HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE 45000   0 0 2025-04-10T14:21:09-04:00
3331397 AZOA SERVICES CORP(ALLIANZ OF AMERICA) FORMERLY AZOA SERIVCES CORP/FIREMAN'S FUND(ALLIANZ OF AMERICA d7be766c-ce85-4415-9a1d-5745ea884f66 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 2025 first_quarter RET Department of Labor Retirement Security Rule. 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   510000 0 0 2025-04-10T16:43:07-04:00
3331674 T. ROWE PRICE GROUP, INC. d0cacc60-719a-4fad-bdfc-15696e189a18 Q1 T. ROWE PRICE GROUP, INC. 401108226 T. ROWE PRICE GROUP, INC. 2025 first_quarter RET Tax reform Retirement income H.R. 1013, S. 424 - The Retirement Fairness for Charities and Educational Institutions Act of 2025 General retirement issues HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE   20000 0 0 2025-04-11T10:23:37-04:00
3331725 ALLON ADVOCACY, LLC 9739c08f-8a73-4d7c-b2d4-f5ef54e6bba3 Q1 ALLON ADVOCACY, LLC 401104657 FORGE GLOBAL, INC. 2025 first_quarter RET Issues related to the treatment of certain retirement accounts. HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE 50000   0 0 2025-04-11T10:50:40-04:00
3331819 VENABLE LLP 44916af7-37d1-40e7-947b-0ac5e9a6ec9d Q1 VENABLE LLP 39941 ASSOCIATION OF FOOD AND DAIRY RETAILERS, WHOLESALERS AND MANUFACTURERS 2025 first_quarter RET Implementation guidance related to the multiemployer funding provisions enacted in P.L. No. 117-2, the American Rescue Plan Act of 2021; Potential reform concepts for the multiemployer pension system HOUSE OF REPRESENTATIVES,SENATE 60000   0 0 2025-04-11T11:24:27-04:00
3331954 SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION e926b820-bcce-4d04-a7a6-c85e2ffd2b59 Q1 SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION 317914 SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION 2025 first_quarter RET H.R. 20, Protecting the Right to Organize Act of 2025; H.R. 1013, Retirement Fairness for Charities and Educational Institutions Act of 2025; H. J. Res 142, Providing for congressional disapproval of the Department of Labor fiduciary rule; S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025; S.567/ H.R. 20 Protecting the Right to Organize (PRO) Act; S. 852, Protecting the Right to Organize Act of 2025; S. 4371, Empowering States to Protect Seniors from Bad Actors Act; S.5148/H.R. 9765, A bill to amend the Internal Revenue Code of 1986 to allow certain family caregivers to contribute to a Roth IRA; S. 5149/H.R. 9764, A bill to amend the Internal Revenue Code of 1986 to allow additional catch-up contributions for certain family caregivers; SEC proposed rule regarding Open-End Fund Liquidity Risk Management Programs and Swing Pricing; DOL Fiduciary Rule proposed rule on retirement security and related proposed changes to prohibited transaction exemptions including Qualified Professional Asset Manager; Public Law 117-328 - Consolidated Appropriations Law (Secure 2.0 retirement provisions); Retirement Security Rule: Definition of an Investment Advice Fiduciary (EBSA) and related exemptions; Preservation of Private Sector Retirement System; Legislation to make technical corrections related to implementation of Secure 2.0; ERISA fiduciary legislative proposals; Small Business Tax Credit for Financial Literacy. Commodity Futures Trading Commission (CFTC),Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of   1890000 0 0 2025-04-11T12:53:44-04:00
3332228 DUTKO WORLDWIDE, LLC 788c9d0a-817f-404c-82a5-437a894ab880 Q1 DUTKO WORLDWIDE, LLC 12868 ACCENTURE FEDERAL SERVICES LLC 2025 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 2025-04-11T17:09:16-04:00
3332601 HOLLAND & KNIGHT LLP 433e80b2-291e-4d77-8b69-04a3851b98a2 Q1 HOLLAND & KNIGHT LLP 18466 CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. 2025 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 2025-04-13T13:15:58-04:00
3332675 MR. MARK REY 76c666f3-b78e-4c78-a002-ac0ec81cf56f Q1 MR. MARK REY 400454181 NATIONAL OLDER WORKERS CAREER CENTER 2025 first_quarter RET Assisting retired federal workers to secure new employment opportunities HOUSE OF REPRESENTATIVES,Interior, Dept of (DOI),SENATE,U.S. Forest Service 6000   0 0 2025-04-13T14:06:46-04:00
3332882 DAVIS & HARMAN LLP 89a21798-93e7-4696-8aa7-3079cb153380 Q1 DAVIS & HARMAN LLP 11674 WILLIS NORTH AMERICA INC 2025 first_quarter RET Issues related to tax incentives for retirement savings. Treatment of pooled-employer plans. Technical Corrections to SECURE 2.0 Act of 2022. HOUSE OF REPRESENTATIVES,Pension Benefit Guaranty Corporation (PBGC),SENATE     0 0 2025-04-14T08:57:10-04:00
3332918 BALLARD PARTNERS 1c259936-7954-43c4-bf78-403f70ac8d1c Q1 BALLARD PARTNERS 401104288 ALEXANDER VON FURSTENBERG FAMILY 2025 first_quarter RET Issues regarding retirement. SENATE,White House Office 90000   0 0 2025-04-14T09:15:41-04:00
3332922 DAVIS & HARMAN LLP fee6a7aa-b3f7-43e1-bb24-1f973c4c423a Q1 DAVIS & HARMAN LLP 11674 BROKER/DEALER COORDINATION GROUP 2025 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),Office of Management & Budget (OMB),SENATE 10000   0 0 2025-04-14T09:29:26-04:00
3332930 DAVIS & HARMAN LLP 14a1418f-f02e-481c-b7fb-10cda41c9c1e Q1 DAVIS & HARMAN LLP 11674 NATIONWIDE INSURANCE COMPANIES 2025 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. Proposals related to 401(h) surplus. Proposals that would consolidate various retirement and IRA types. 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. Technical Corrections to SECURE 2.0 Act. H.R. 4924/S. 2517, Auto Reenroll Act. (118th Congress) 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. (118th Congress) H.R. 7293, Auto IRA Act of 2024. (118th Congress) HOUSE OF REPRESENTATIVES,SENATE     0 0 2025-04-14T09:33:20-04:00
3332942 DAVIS & HARMAN LLP 8a4c3eb3-df30-4acc-bcdd-e9d66b3d78e4 Q1 DAVIS & HARMAN LLP 11674 TRANSAMERICA LIFE INSURANCE COMPANY 2025 first_quarter RET Proposals related to retirement plans for small business. Proposals to reform the multiple employer plan rules. Proposals related to electronic disclosure. Proposals that would consolidate various retirement and IRA types. Issues related to audits of groups of plans. Proposals to reform 403(b) plan investments. Issues regarding age 18 eligibility. Proposals related to gig workers. Technical Corrections to SECURE 2.0 Act of 2022. H.R. 4924/S. 2517, Auto Reenroll Act. (118th Congress) 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. (118th Congress) H.R. 7293, Automatic IRA Act of 2024. (118th Congress) S. 3305/H.R. 9281, Helping Young Americans Save for Retirement Act. (118th Congress) HOUSE OF REPRESENTATIVES,SENATE     0 0 2025-04-14T09:40:17-04:00
3332948 DAVIS & HARMAN LLP 94dcd073-f8cd-457f-bcfe-83ffb79b3eb4 Q1 DAVIS & HARMAN LLP 11674 GIRL SCOUTS OF THE USA 2025 first_quarter RET Pension funding issues. Proposals related to plan transfers. HOUSE OF REPRESENTATIVES,SENATE 30000   0 0 2025-04-14T09:41:59-04:00
3332969 NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS 30e92467-3afa-4b20-baf4-137952b8e35e Q1 NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS 26901 NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS 2025 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   460730 0 0 2025-04-14T09:48:22-04:00
3332998 ALIGNMENT GOVERNMENT STRATEGIES abced5ab-b847-4b18-be6f-33a4ea489ece Q1 ALIGNMENT GOVERNMENT STRATEGIES 401103295 AARP 2025 first_quarter RET issues pertaining to older Americans, including Medicare and Social Security; prescription drug reform; budget and appropriations; Connecting Caregivers to Medicare Act (S.3766/H.R.7274); Alleviating Barriers for Caregivers Act (S.3109); Lowering Costs for Caregivers Act (S.3254/H.R.7222); The Credit for Caring Act (S. 3702/H.R.7165); Spectrum and National Security Act of 2024 (S.4207), provisions related to the Affordable Connectivity Program HOUSE OF REPRESENTATIVES,SENATE 40000   0 0 2025-04-14T09:56:10-04:00
3333052 RICH FEUER ANDERSON 049e4e61-08d2-4aa2-b357-327ea5913732 Q1 RICH FEUER ANDERSON 84775 MISSIONSQUARE RETIREMENT 2025 first_quarter RET Proposals related to retirement and retiree health savings and collective investment trusts. HOUSE OF REPRESENTATIVES,SENATE 30000   0 0 2025-04-14T10:16:14-04:00
3333094 DAVIS & HARMAN LLP 8156a220-08d8-4336-a991-7eb8826facfd Q1 DAVIS & HARMAN LLP 11674 FMR LLC 2025 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. Work related to brokerage window investments. Proposals related to electronic disclosure of information under ERISA, the Internal Revenue Code, and securities law. S. 1222/H.R. 2544, Financial Freedom Act. Technical Corrections to SECURE 2.0 Act of 2022. 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. (118th Congress) H.R. 4924/S. 2517, Auto Reenroll Act. (118th Congress) HOUSE OF REPRESENTATIVES,SENATE 10000   0 0 2025-04-14T10:27:44-04:00
3333106 DAVIS & HARMAN LLP b3d5c06d-1dfa-476a-a3d9-9799fa57c6e0 Q1 DAVIS & HARMAN LLP 11674 NATIONAL RURAL ELECTRIC COOPERATIVE ASSN 2025 first_quarter RET Proposals related to PBGC premiums. Proposals to facilitate new growth of pension plans. Proposals related to employee tax credit for employer retirement contributions. H.R. 3596, Rightsizing Pension Premiums Act (115th Congress). H.R.6738, Retirement Tax Credit Parity for Cooperatives and Charities Act (117th Congress). HOUSE OF REPRESENTATIVES,SENATE 10000   0 0 2025-04-14T10:30:13-04:00
3333114 DAVIS & HARMAN LLP c4b3437a-38ab-425f-b799-d8be99171759 Q1 DAVIS & HARMAN LLP 11674 STATE STREET BANK AND TRUST CO. 2025 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. Proposals to reform the multiple employer plan rules. Issues related to default annuitization. Issues related to 403(b) investments. Annuity tax credits. Issues relating to disclosure of longevity risk. Technical Corrections to SECURE 2.0 Act of 2022. H.R. 4924/S. 2517, Auto Reenroll Act. (118th Congress) 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. (118th Congress) H.R. 7293, Automatic IRA Act of 2024. (118th Congress) HOUSE OF REPRESENTATIVES,SENATE     0 0 2025-04-14T10:34:06-04:00
3333162 RICH FEUER ANDERSON 9aa41b9e-5fa4-4796-aca8-877d61b7b12a Q1 RICH FEUER ANDERSON 84775 BLACKROCK FUNDS SERVICES GROUP LLC (FORMERLY BLACKROCK CAPITAL MANAGEMENT INC.) 2025 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 2025-04-14T10:51:29-04:00
3333182 DAVIS & HARMAN LLP 92c4b126-71e5-4e27-926c-77fd099b9643 Q1 DAVIS & HARMAN LLP 11674 LINCOLN NATIONAL CORPORATION 2025 first_quarter RET Comprehensive pension and retirement savings legislation. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Proposals to reform 403(b) plan investments. Issues related to lifetime income proposals. Issues related to disclosure of longevity risk. Technical Corrections to SECURE 2.0 Act of 2022. HOUSE OF REPRESENTATIVES,SENATE 10000   0 0 2025-04-14T10:55:53-04:00
3333192 DAVIS & HARMAN LLP 14e5df9d-b5f9-482f-90fd-8539de6fe657 Q1 DAVIS & HARMAN LLP 11674 EDWARD JONES INVESTMENTS 2025 first_quarter RET Proposals related to small business retirement issues and retirement savings issues. Issues related to automatic reenrollment. Partnership tax issues. Required minimum distribution issues. Proposals to assist caregivers. Issues regarding age 18 eligibility. Technical Corrections to SECURE 2.0 Act of 2022. H.R. 4924/S. 2517, Auto Reenroll Act. (118th Congress) 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. (118th Congress) S. 3305/S. 4917, Helping Young Americans Save for Retirement Act. (118th Congress) H.R. 9765/S. 5148, Improving Retirement Security for Family Caregivers Act. (118th Congress) H.R. 9764/S. 5149, Catching Up Family Caregivers Act. (118th Congress) HOUSE OF REPRESENTATIVES,SENATE     0 0 2025-04-14T10:58:44-04:00
3333375 NATIONAL RURAL LETTER CARRIERS' ASSOCIATION 776e20d5-64ec-4b7f-ad7a-f2cb2190c7e3 Q1 NATIONAL RURAL LETTER CARRIERS' ASSOCIATION 28526 NATIONAL RURAL LETTER CARRIERS' ASSOCIATION 2025 first_quarter RET H.R. 1522-"Federal Retirement Fairness Act"-legislation that would allow federal and postal employees who spent time in a 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   181173 0 0 2025-04-14T12:08:50-04:00
3333395 DAVIS & HARMAN LLP c1d5d1d2-b721-4305-aba9-cbb4dd5fc5c2 Q1 DAVIS & HARMAN LLP 11674 EMPOWER RETIREMENT LLC 2025 first_quarter RET Proposals related to retirement plan enhancements. Tax incentives for retirement savings. Issues related to artificial intelligence. Proposals to reform 403(b) plan investments. H.R. 7293, Automatic IRA Act of 2024. (118th Congress) HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2025-04-14T12:20:03-04:00
3333402 DAVIS & HARMAN LLP 323bf045-ce8b-4ef2-9e78-de72216354c7 Q1 DAVIS & HARMAN LLP 11674 LPL FINANCIAL 2025 first_quarter RET Proposals to enhance retirement savings opportunities for employers, employees, and individuals. Small business tax credit.       0 0 2025-04-14T12:20:48-04:00
3333456 DAVIS & HARMAN LLP a1db817c-9ad4-4ac2-8dad-8ca28203ad8c Q1 DAVIS & HARMAN LLP 11674 AMERICAN BENEFITS COUNCIL 2025 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. 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. 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 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. Proposals related to electronic disclosure of information under ERISA, the Internal Revenue Code, and securities law. Issues related to Form 5500 filing and missing participants. Issues related to the use of brokerage windows in defined contribution plans. Proposals regarding pension risk transfers. Proposals to modify required minimum distribution rules. Proposals that would modify limits on retirement plan contributions. State-administered retirement plan initiatives. Annuitization with respect to defined contribution plans. Proposals that would consolidate various retirement and IRA types. Proposals regarding a retirement lost and found. Proposals related to savings accounts for emergencies. Issues related to paid family and medical leave. Issues regarding age 18 eligibility. Issues related to Roth catch-up contribution effective date. Issues related to Department of Labor's use of common interest agreements. Proposals related to retirement plan litigation. H.R. 3596, Rightsizing Pension Premiums Act (115th Congress). H.R. 4830, Pension and Budget Integrity Act (117th Congress). H.R. 5877/S. 3746, Pe… HOUSE OF REPRESENTATIVES,Pension Benefit Guaranty Corporation (PBGC),SENATE 30000   0 0 2025-04-14T12:56:26-04:00
3333633 DAVIS & HARMAN LLP 580a703b-2ac7-4083-9d92-12d170e14e9a Q1 DAVIS & HARMAN LLP 11674 VANGUARD GROUP 2025 first_quarter RET Issues related to tax incentives for retirement savings. Default investments in IRAs. Issues related to employee benefit plan investments and administration, and electronic delivery of ERISA-mandated statements and disclosures. S. 2517, Auto Reenroll Act of 2023. (118th Congress). HOUSE OF REPRESENTATIVES,SENATE 10000   0 0 2025-04-14T14:40:29-04:00
3333644 NATIONAL FEDERATION OF THE BLIND 22a82433-1ca8-40d8-ad93-e051cc8ee340 Q1 NATIONAL FEDERATION OF THE BLIND 401103561 NATIONAL FEDERATION OF THE BLIND 2025 first_quarter RET Remove the earnings cliff for Social Security Disability Insurance recipients and replace it with a two-for-one phaseout. Blind Americans Return to Work Act. H.R. 1175. Eliminate the five-month waiting period associated with Social Security Disability Insurance. HOUSE OF REPRESENTATIVES,SENATE,Social Security Administration (SSA)   30000 0 0 2025-04-14T14:42:04-04:00
3333656 DAVIS & HARMAN LLP b4864f60-26a4-4a2d-b201-1c6cd170b0cf Q1 DAVIS & HARMAN LLP 11674 MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY 2025 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. HOUSE OF REPRESENTATIVES,SENATE 10000   0 0 2025-04-14T14:46:09-04:00
3333672 DAVIS & HARMAN LLP 3d1f40c7-a430-497a-9598-1ad28b132d40 Q1 DAVIS & HARMAN LLP 11674 INSPIRA FINANCIAL 2025 first_quarter RET Issues related to retirement savings and IRAs. Legislative proposals related to self-directed IRAs and IRA investments. 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 10000   0 0 2025-04-14T14:48:56-04:00
3333695 DAVIS & HARMAN LLP 782b86ac-a613-46c5-b9ad-018cd021786a 1A DAVIS & HARMAN LLP 11674 INSPIRA FINANCIAL 2025 first_quarter RET Issues related to retirement savings and IRAs. Legislative proposals related to self-directed IRAs and IRA investments. 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 10000   0 0 2025-04-14T14:59:51-04:00
3333697 DAVIS & HARMAN LLP 62fb7b0f-9360-413f-b5fb-89862e0bbe2a Q1 DAVIS & HARMAN LLP 11674 MISSIONSQUARE RETIREMENT 2025 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 2025-04-14T15:01:19-04:00
3333701 DAVIS & HARMAN LLP fd171ef8-5821-4ec8-a340-e385200beb23 Q1 DAVIS & HARMAN LLP 11674 RETIREMENT INDUSTRY TRUST ASSOCIATION 2025 first_quarter RET Issues related to retirement savings and IRAs. Legislative proposals related to self-directed IRAs and IRA investments. Retirement proposals in the Treasury Department's General Explanations of the Administration's Fiscal Year 2025 Revenue Proposals. 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). HOUSE OF REPRESENTATIVES,SENATE 10000   0 0 2025-04-14T15:03:10-04:00
3333719 DAVIS & HARMAN LLP fac736a9-b3fc-4b7f-aa7b-6ffd46c12087 Q1 DAVIS & HARMAN LLP 11674 SPARK INSTITUTE 2025 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. Technical Corrections to the SECURE 2.0 Act of 2022. S. 2517, Auto Reenroll Act (118th Congress). HOUSE OF REPRESENTATIVES,SENATE     0 0 2025-04-14T15:12:03-04:00
3333722 DAVIS & HARMAN LLP 636c72f6-c1b3-469a-a104-e8ca8394a75e Q1 DAVIS & HARMAN LLP 11674 TIAA 2025 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 distribution options within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. Proposals that would consolidate various retirement and IRA types. H.R. 3942, Lifetime Income for Employees Act. (118th Congress). HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2025-04-14T15:15:02-04:00
3333789 CAPCITY ADVOCATES, LLC ccd9d91f-478e-4baf-bff5-588b3b4b0d00 Q1 CAPCITY ADVOCATES, LLC 291993 NATIONAL ASSOCIATION FOR FIXED ANNUITIES 2025 first_quarter RET All legislation and regulation impacting fixed annuities. H.R. 3942, Lifetime Income For Employees Act (118th Congress). Support for expanding qualified longevity annuity contracts. HOUSE OF REPRESENTATIVES,SENATE 30000   0 0 2025-04-14T15:43:00-04:00
3334259 RICH FEUER ANDERSON 000ec30b-2acf-4b70-8e72-e298f067d362 Q1 RICH FEUER ANDERSON 84775 GUARDIAN LIFE INSURANCE COMPANY 2025 first_quarter RET Regulatory activity related to fiduciary standards of care. HOUSE OF REPRESENTATIVES,SENATE 60000   0 0 2025-04-15T09:17:39-04:00
3334262 RICH FEUER ANDERSON 94bef768-a491-41b8-a3b1-2dfc79bd1cee Q1 RICH FEUER ANDERSON 84775 THE GLOBAL ATLANTIC FINANCIAL GROUP LLC 2025 first_quarter RET Legislation and regulations expanding access to retirement solutions. Issues relates to the DOL fiduciary rule. Issues related to insurers use of alternative investments. HOUSE OF REPRESENTATIVES,SENATE 50000   0 0 2025-04-15T09:18:51-04:00
3334783 SQUIRE PATTON BOGGS c9f043f9-e1e8-4f52-97b4-c7e11ccc4cd1 Q1 SQUIRE PATTON BOGGS 30906 AON SERVICE CORPORATION (FKA AON HEWITT) 2025 first_quarter RET Advice regarding retirement-related legislation and regulatory reform. HOUSE OF REPRESENTATIVES,SENATE 50000   0 0 2025-04-15T12:04:33-04:00
3334816 RICH FEUER ANDERSON e49ed1bc-b492-47d8-b934-1be3ab3b8726 Q1 RICH FEUER ANDERSON 84775 FMR LLC 2025 first_quarter RET Legislation and regulation affecting employee retirement benefits. HOUSE OF REPRESENTATIVES,SENATE 50000   0 0 2025-04-15T12:19:26-04:00
3335075 THE UNIVERSITY OF NORTH CAROLINA SYSTEM f99ed7f6-242c-453e-9c3a-156d4152d450 Q1 THE UNIVERSITY OF NORTH CAROLINA SYSTEM 51811 THE UNIVERSITY OF NORTH CAROLINA SYSTEM 2025 first_quarter RET Nothing this quarter HOUSE OF REPRESENTATIVES,SENATE   115000 0 0 2025-04-15T13:56:29-04:00
3335569 DYKEMA GOSSETT PLLC 7ea97ae3-36f8-44cc-9cb7-bea2292255b2 Q1 DYKEMA GOSSETT PLLC 12915 JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) 2025 first_quarter RET Lobbied in support of retirement security and pension provisions. HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2025-04-15T16:50:47-04:00
3335917 FORBES-TATE 6194587d-0f75-4e82-b0ac-754d20a5d08c Q1 FORBES-TATE 400976792 INSURED RETIREMENT INSTITUTE 2025 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 2025-04-15T21:24:48-04:00
3335988 PENN AVENUE PARTNERS 7e1e4bf4-f120-424b-914e-84b30dc6c73b Q1 PENN AVENUE PARTNERS 400918672 BRIGHTHOUSE FINANCIAL, INC. 2025 first_quarter RET Retirement issues impacting Brighthouse Financial. HOUSE OF REPRESENTATIVES,SENATE 30000   0 0 2025-04-16T04:56:16-04:00
3336089 INSURED RETIREMENT INSTITUTE 567b7a5c-b017-491f-bc66-4d15aeaea00f Q1 INSURED RETIREMENT INSTITUTE 285494 INSURED RETIREMENT INSTITUTE 2025 first_quarter RET Amends IRS Code to establish Auto Reenrollment Tax Credit (S.2512 - 118th Congress). To amend the Internal Revenue Code of 1986 to provide for in-serve rollovers for individual retirement annuity purchases (H.R. 10467 - 118th Congress). DOL - EBSA - Implementation of the Consolidated Appropriations Act, 2023, Division T - SECURE 2.0 Act of 2022 (Public Law No: 117-328). DOL - EBSA - Request for Information - SECURE 2.0 Reporting and Disclosure (RIN 1210-AC23). DOL - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). DOL - Wage and Hour Division - Final Rule - Employee or Independent Contractor Classification Under the Fair Labor Standards Act - 87 FR 62218 (RIN 1235-AA43). DOL - Proposed Rule on Automatic Portability Transactions Exemption - 29 CFR 255 (RIN 1210-AC21). DOL Guidance on Pension‑Linked Emergency Savings Accounts. DOL- EBSA - Final Rule - Retirement Security Rule: Definition of an Investment Fiduciary - 29 CFR 2510, RIN 1210-AC02. DOL-EBSA- FINAL Amendments to PTE 2020-02 - 29 CFR 2550, RIN 1210-ZA32. DOL-EBSA- FINAL Amendments to PTEs 75-1, 77-4, 80-83, 83-1, and 86-128 - 29 CFR 2550, RIN 1210-ZA34. DOL - EBSA - Final Rule - Prohibited Transaction Class Exemption 84-14 for Transactions Determined by Independent Qualified Professional Asset Managers (the QPAM Exemption) (RIN 1210-ZA07). 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 administration and operation. Legislation establishing a federal regulatory framework to oversee the cryptocurrency market in and use of cryptocurrency in retirement plans. Legislation to clarify Form 5500 reporting requirement for retirement plans filing under a Group of Plans. Legislation to maintain and protect the diverse array of retirem… HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of   170000 0 0 2025-04-16T08:34:55-04:00
3336491 NATIONAL ASSOCIATION OF POSTAL SUPERVISORS 611ae071-40f5-4e10-a76b-0ed4dd69d92d Q1 NATIONAL ASSOCIATION OF POSTAL SUPERVISORS 401075023 NATIONAL ASSOCIATION OF POSTAL SUPERVISORS 2025 first_quarter RET H.Con.Res 14, provisions included that may impact the Federal Employees Retirement System (FERS), the Civil Service Retirement System (CSRS) or the Thrift Savings Plan (TSP). HOUSE OF REPRESENTATIVES,SENATE   27250 0 0 2025-04-16T10:59:54-04:00
3336572 INTERNATIONAL ALLIANCE OF THEATRICAL STAGE EMPLOYEES 50510ed5-b737-4d97-bb24-1cd5c5f401db Q1 INTERNATIONAL ALLIANCE OF THEATRICAL STAGE EMPLOYEES 401105446 INTERNATIONAL ALLIANCE OF THEATRICAL STAGE EMPLOYEES 2025 first_quarter RET Oppose the Giving Retirement Options to Workers Act     100000 0 0 2025-04-16T11:15:55-04:00
3336607 AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES 180bec71-e658-410d-82ce-3ef22df0d5db Q1 AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES 3481 AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES 2025 first_quarter RET H.R. 3063 - Retirement Fairness for Charities and Educational Institutions Act of 2023 (118th Congress) H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 6065 - Retirement Savings for Americans Act of 2023 (118th Congress) H.R. 6757 - To amend the Internal Revenue Code of 1986 to permit the rollover contributions from Roth IRAs to designated Roth accounts (118th Congress) HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),Securities & Exchange Commission (SEC),SENATE   367805 0 0 2025-04-16T11:24:01-04:00
3337524 CAPITOL CITY GROUP, LTD. 54758983-c833-4515-9e25-a85d495d02b4 Q1 CAPITOL CITY GROUP, LTD. 52903 ASCENSUS, INC. 2025 first_quarter RET legislation and issues relative to retirement and pensions; secured choice 2.0 and 3.0; 401K's, IRAs, health savings accounts, state sponsored retirement programs. . S.26 A bill to exclude locality adjustments from average pay for purposes of computing the amount of retirement annuities of new employees; H.R.2023 S988 Women's Retirement Protection Act; H.R.1522 Federal Retirement Fairness Act; H.R.2089 Generating Retirement Ownership through Long-Term Holding; S.Res.76 Resolution authorizing expenditures by the Committee on Health, Education, Labor and Pensions; H.R.1895 - Delphi Retirees Pension Restoration Act; HOUSE OF REPRESENTATIVES,SENATE 30000   0 0 2025-04-16T15:16:20-04:00
3337948 NATIONWIDE MUTUAL INSURANCE COMPANY f515a3f9-af1d-4f82-a44a-0b8f3a4e884b Q1 NATIONWIDE MUTUAL INSURANCE COMPANY 26411 NATIONWIDE MUTUAL INSURANCE COMPANY 2025 first_quarter RET S 424-Retirement Fairness for Charities and Educational Institutions Act of 2025 HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE   630000 0 0 2025-04-16T16:34:42-04:00
3337988 SUMMIT STRATEGIES GOVERNMENT AFFAIRS LLC 6912eff7-2d67-4e1a-ac15-8f3d1d55edec Q1 SUMMIT STRATEGIES GOVERNMENT AFFAIRS LLC 401103550 THE ASSOCIATION OF UNION CONSTRUCTORS 2025 first_quarter RET Issues related to multiemployer pensions. HOUSE OF REPRESENTATIVES,SENATE 20000   0 0 2025-04-16T16:38:36-04:00
3338274 TRUCKER HUSS APC 6f7f156d-6100-487f-98c4-e30a1c981adc Q1 TRUCKER HUSS APC 400537609 WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND 2025 first_quarter RET Retirement HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of     0 0 2025-04-16T17:36:28-04:00
3338492 FORBES-TATE 50ec0b9e-9887-4c18-af53-4b3f5330e498 Q1 FORBES-TATE 400976792 EDWARD D. JONES & CO., L.P. 2025 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 2025-04-16T19:23:48-04:00
3338516 ALYSON PARKER 6226d5fe-786a-42b0-9352-50d0f430e5b5 Q1 ALYSON PARKER 401104026 NATIONAL RETIREE LEGISLATIVE NETWORK 2025 first_quarter RET Derisking HOUSE OF REPRESENTATIVES,SENATE 15000   0 0 2025-04-16T19:46:46-04:00
3338613 THE PETRIZZO GROUP, INC. a6ff9162-d21e-46eb-a562-b09b17b0a18c Q1 THE PETRIZZO GROUP, INC. 305932 BLACKROCK FUND SERVICES GROUP, LLC 2025 first_quarter RET Issues related to financial services policy. HOUSE OF REPRESENTATIVES,SENATE 45000   0 0 2025-04-16T21:56:20-04:00
3338788 CAPITOL COUNSEL LLC 7bd3b0f1-a696-4264-88fd-da3ac53ce6af Q1 CAPITOL COUNSEL LLC 313715 FRANKLIN TEMPLETON FUNDS 2025 first_quarter RET Issues regarding retirement, tax, and financial services. HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE 50000   0 0 2025-04-17T06:14:17-04:00
3339392 UNITED AUTOMOBILE, AEROSPACE & AGRICULTURAL IMPLEMENT WORKERS 04f734d0-50a8-44d3-9d9a-38e9b543fd3c Q1 UNITED AUTOMOBILE, AEROSPACE & AGRICULTURAL IMPLEMENT WORKERS 39052 UNITED AUTOMOBILE AEROSPACE & AGRICULTURAL IMPLEMENT WORKERS 2025 first_quarter RET Inflation Reduction Act (H.R.5376) implementation: prescription drug reform. Stabilizing multi- and single-employer defined benefit pension plans, implementation of multi-employer pension provisions from the American Rescue Plan Act (ARPA, H.R.1319). Defending Social Security. HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE   210000 0 0 2025-04-17T10:26:13-04:00
3339635 ALLIANCE FOR RETIRED AMERICANS cf1c1503-a12c-41c3-aea4-226df76368f0 Q1 ALLIANCE FOR RETIRED AMERICANS 67238 ALLIANCE FOR RETIRED AMERICANS 2025 first_quarter RET 1. Proposals to change the Social Security annual Cost of Living Adjustment formula 2. Proposals to raise the Social Security early and normal retirement ages 3. Proposals to "means test" Social Security benefits 4. Proposals to change the Social Security earnings cap 5. Proposals to change the Social Security withholding tax and increase benefits 6. H.R. 1700, Social Security Expansion Act, entire bill 7. S. 700, Social Security Expansion Act, entire bill 8. S. 1234, SSI Savings Penalty Elimination Act, entire bill 9. H.R. 1876, Keeping Our Field Offices Open Act, entire bill 10. H.R. 1877, Protecting Americans SocialSecurity Data Act, entire bill 11. Treatment of caregivers under the Social Security Act HOUSE OF REPRESENTATIVES,SENATE   70000 0 0 2025-04-17T11:00:05-04:00
3339775 AMERICAN POSTAL WORKERS UNION, AFL-CIO 8a1a54fc-3315-475f-bdc7-a29ffdf8e092 Q1 AMERICAN POSTAL WORKERS UNION, AFL-CIO 3138 AMERICAN POSTAL WORKERS UNION AFL-CIO 2025 first_quarter RET Support for Social Security Expansion Act (H.R. 1700 and S. 770) Support for Equal COLA Act (H.R. 491 and S. 624) Support for H.R. 1522, Federal Retirement Fairness Act HOUSE OF REPRESENTATIVES,SENATE   110000 0 0 2025-04-17T11:21:59-04:00
3339805 MEHLMAN CONSULTING, INC. 0479277a-9c18-4f03-adb0-8c4d56737d17 Q1 MEHLMAN CONSULTING, INC. 284950 AARP, INC. 2025 first_quarter RET Issues related to the administration of Social Security benefits. HOUSE OF REPRESENTATIVES,SENATE 50000   0 0 2025-04-17T11:23:27-04:00
3339928 ALLIED PILOTS ASSOCIATION 19c7bee0-6e35-4563-85e2-c7075c009820 Q1 ALLIED PILOTS ASSOCIATION 40046359 ALLIED PILOTS ASSOCIATION 2025 first_quarter RET TAX AND PENSION PLAN ISSUES HOUSE OF REPRESENTATIVES,SENATE   273150 0 0 2025-04-17T11:31:06-04:00
3339963 ALIGNMENT GOVERNMENT STRATEGIES 98f10447-4c15-431c-b33f-d53c1c6a5d8c Q1 ALIGNMENT GOVERNMENT STRATEGIES 401103295 INTERNATIONAL MOTORS FKA NAVISTAR 2025 first_quarter RET general pension issues HOUSE OF REPRESENTATIVES,SENATE 40000   0 0 2025-04-17T11:33:03-04:00
3340441 AMERICAN BENEFITS COUNCIL bcdcdbf2-2255-41ed-9c1f-3e75b729dd71 Q1 AMERICAN BENEFITS COUNCIL 4675 AMERICAN BENEFITS COUNCIL 2025 first_quarter RET ERISA Preemption Tax incentives and tax treatment of retirement plan benefits Technical corrections to SECURE 2.0 Collective Investment Trusts and insurance company separate accounts for use in 403(b) plans Common Interest Agreements used by the U.S. Department of Labor Pleading standards legislative proposal regarding applicable to ERISA cases Defined benefit pension plans and defined contribution plans; pension plan de-risking, retiree health accounts Required Roth catch-up contributions and Roth optional matching and non-elective contributions guidance Pension Benefit Guaranty Corporation (PBGC) premiums Required automatic enrollment into defined contribution plans Proposed regulations relating to the limitation on deductions for certain employee remuneration in excess of $1 million under IRC Sec. 162(m) HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of,White House Office   317962 0 0 2025-04-17T12:21:29-04:00
3340495 MEHLMAN CONSULTING, INC. ec509e38-17bc-40fa-a8e8-6fbc0d3f0887 Q1 MEHLMAN CONSULTING, INC. 284950 NATIONAL ASSOCIATION OF PROFESSIONAL EMPLOYER ORGANIZATIONS 2025 first_quarter RET Issues related to operating a PEO. HOUSE OF REPRESENTATIVES,SENATE 60000   0 0 2025-04-17T12:29:46-04:00
3340627 MEHLMAN CONSULTING, INC. 4d1aac26-bcb2-4510-ae74-573e27ed333d Q1 MEHLMAN CONSULTING, INC. 284950 PROTECTIVE LIFE CORPORATION 2025 first_quarter RET Issues related to retirement security and the Department of Labor Fiduciary Duty rule. HOUSE OF REPRESENTATIVES,SENATE 40000   0 0 2025-04-17T12:43:39-04:00
3340881 AMERICAN BENEFITS COUNCIL 215d07cf-c6dd-461a-99dc-fa2e7b374f4f 1A AMERICAN BENEFITS COUNCIL 4675 AMERICAN BENEFITS COUNCIL 2025 first_quarter RET ERISA Preemption Tax incentives and tax treatment of retirement plan benefits Technical corrections to SECURE 2.0 Collective Investment Trusts and insurance company separate accounts for use in 403(b) plans Common Interest Agreements used by the U.S. Department of Labor Pleading standards legislative proposal regarding applicable to ERISA cases Defined benefit pension plans and defined contribution plans; pension plan de-risking, retiree health accounts Required Roth catch-up contributions and Roth optional matching and non-elective contributions guidance Pension Benefit Guaranty Corporation (PBGC) premiums Required automatic enrollment into defined contribution plans Proposed regulations relating to the limitation on deductions for certain employee remuneration in excess of $1 million under IRC Sec. 162(m) HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of,White House Office   317962 0 0 2025-04-17T13:20:16-04:00
3341503 BROWNSTEIN HYATT FARBER SCHRECK, LLP d9899f31-5910-472c-a791-62fe28e88e96 Q1 BROWNSTEIN HYATT FARBER SCHRECK, LLP 7257 UNIVERSAL SAVINGS FOR AMERICANS, FORMERLY REPORTED AS, SAVINGUSA 2025 first_quarter RET Issues related to retirement savings Retirement Savings for Americans Act SENATE,Treasury, Dept of 90000   0 0 2025-04-17T14:52:31-04:00
3341688 THE ERISA INDUSTRY COMMITTEE 2505b380-f706-4ce6-9b03-2a9d59655f77 Q1 THE ERISA INDUSTRY COMMITTEE 13803 ERISA INDUSTRY COMMITTEE 2025 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 Modernizing retirement plan administration Retirement plan recordkeeping issues PBGC premiums SECURE 2.0 Act implementation Multiemployer pensions Litigation and enforcement affecting benefit plans Retirement plan coverage Retirement incentives 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   110000 0 0 2025-04-17T15:08:18-04:00
3341803 MARIA FREESE 174c7b23-8649-4e8e-a846-13dca3092341 Q1 MARIA FREESE 400861526 NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE 2025 first_quarter RET Social Security Cost of Living Adjustment (COLA). The Fair COLA for Seniors Act (No bill) and the Social Security Cost of Living Increase Act (No bill): Proposals to adopt the Consumer Price Index for the Elderly (CPI-E) for the purpose of determining COLAs for Social Security beneficiaries; the Boosting Benefits and COLAs for Seniors Act (No bill): Proposal to calculate COLAs using the current Consumer Price Index for Urban Wage Earners and Clerical Workers (CPI-W) or the Consumer Price Index for the Elderly (CPI-E), whichever is greater. Social Security Expansion. The Social Security 2100 Act (No bill): Proposals to improve benefits and to strengthen Social Security's financing by altering the payroll tax cap, among other changes. The Social Security Expansion Act (S. 770 and H.R. 1700): Proposals to enhance Social Security benefits and ensure the long-term solvency of the Social Security program. The Strengthening Social Security Act (No bill): Proposals to extend the solvency of the Social Security Trust Funds and improve benefits. The Safeguarding American Families & Expanding Social Security Act (No bill): Proposals to update and modernize Social Security benefits and to extend solvency of the Social Security Trust Funds. The Protecting and Preserving Social Security Act (No bill): Proposals to adopt the Consumer Price Index for the Elderly (CPI-E) for the purpose of determining COLAs for Social Security beneficiaries and to ensure the long-term solvency of the Social Security program by altering the payroll tax cap. The Protecting Our Widows and Widowers in Retirement Act (No bill): Proposals to improve benefits for widows and widowers in two-income households. The Surviving Widow(er) Income Fair Treatment Act (SWIFT Act) (No bill): Proposal to increase survivors benefits for disabled widows, widowers, and surviving divorced spouses; Social Security Enhancement and Protection Act (No bill): Proposal would improve Social Security benefits by increasing the Special Minimum Benefit, boosting benefits for seni… Administration on Aging,Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),Labor, Dept of (DOL),SENATE,Social Security Administration (SSA),Treasury, Dept of 60000   0 0 2025-04-17T15:17:46-04:00
3341841 PUBLIC STRATEGIES WASHINGTON, INC. 92e7c918-6a50-4b84-b3bf-cf14b663865a Q1 PUBLIC STRATEGIES WASHINGTON, INC. 32486 INVESTMENT COMPANY INSTITUTE 2025 first_quarter RET Issues relating to retirement security HOUSE OF REPRESENTATIVES,SENATE 30000   0 0 2025-04-17T15:20:21-04:00
3342021 PUBLIC STRATEGIES WASHINGTON, INC. b86d597a-1a43-498c-af33-b50ad339cb18 Q1 PUBLIC STRATEGIES WASHINGTON, INC. 32486 PRINCIPAL FINANCIAL GROUP 2025 first_quarter RET Issues relating to retirement security HOUSE OF REPRESENTATIVES,SENATE 30000   0 0 2025-04-17T15:34:20-04:00
3342027 PUBLIC STRATEGIES WASHINGTON, INC. 4b9c2216-5d7d-430e-bfa6-d1b51c99f862 Q1 PUBLIC STRATEGIES WASHINGTON, INC. 32486 PRUDENTIAL FINANCIAL INC 2025 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 30000   0 0 2025-04-17T15:35:26-04:00
3342276 PORTERFIELD, FETTIG & SEARS, LLC 8a0353de-7c5e-4af8-a109-d2220782f0e9 Q1 PORTERFIELD, FETTIG & SEARS, LLC 305054 TIAA 2025 first_quarter RET Retirement issues; 403 b plans. HOUSE OF REPRESENTATIVES,SENATE 30000   0 0 2025-04-17T15:52:41-04:00
3342384 THORN RUN PARTNERS 8b3b7811-6f7f-4217-8d3a-1ca96ed31668 Q1 THORN RUN PARTNERS 400534596 PRUDENTIAL FINANCIAL, INC. 2025 first_quarter RET Issues related to retirement. HOUSE OF REPRESENTATIVES,SENATE 30000   0 0 2025-04-17T16:04:26-04:00
3342699 THE ARC OF THE UNITED STATES 478ecc87-f0c2-47ff-8365-a9d7248e09a2 Q1 THE ARC OF THE UNITED STATES 4174 ARC OF THE UNITED STATES 2025 first_quarter RET Improvements to Social Security Act Title II and Title XVI for people with disabilities. Supplemental Security Income program issues, provisions dealing with persons with disabilities. Social Security Disability program issues, provisions dealing with persons with disabilities. S.1234/H.R.2540 - SSI Savings Penalty Elimination Act H.R.930 - Stop the Wait Act of 2025 H.R.1389 - Marriage Equality for Disabled Adults Act S.1023/H.R.2142 - Social Security Overpayment Relief Act S.627 - Ensuring Nationwide Access to Better Life Experience (ENABLE) Act ENABLE HOUSE OF REPRESENTATIVES,SENATE   70000 0 0 2025-04-17T16:43:36-04:00
3342763 NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE 8041f78b-0d07-4697-a5d6-f031c485a580 Q1 NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE 27467 NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE 2025 first_quarter RET Older Americans Act Reauthorization. The Older Americans Act Reauthorization Act (No bill): Proposals to reauthorize the Older Americans Act (OAA) of 1965 and to increase the authorization of appropriations for OAA programs, which is the major federal discretionary funding source for home and community-based services for older adults and their caregivers. Programs supported through the OAA include home-delivered and congregate nutrition services, in-home supportive services, transportation, caregiver support, community service employment, health and wellness programs, the long-term care ombudsman program, services to prevent the abuse, neglect, and exploitation of older adults, and other supportive services. Medicare, Medicaid and Social Security. The Alleviating Barriers for Caregivers (ABC) Act (H.R. 2491): Proposals would require HHS and SSA to review application processes, procedures, forms, and communications for Medicare, Medicaid, Childrens Health Insurance Program, and Social Security programs in order to reduce administrative barriers facing family caregivers. The bill requires agencies to identify and report to Congress on actions that can be taken to streamline eligibility and assistance for family caregivers within existing programs. Social Security Cost of Living Adjustment (COLA). The Fair COLA for Seniors Act (No bill) and the Social Security Cost of Living Increase Act (No bill): Proposals to adopt the Consumer Price Index for the Elderly (CPI-E) for the purpose of determining COLAs for Social Security beneficiaries; the Boosting Benefits and COLAs for Seniors Act (No bill): Proposal to calculate COLAs using the current Consumer Price Index for Urban Wage Earners and Clerical Workers (CPI-W) or the Consumer Price Index for the Elderly (CPI-E), whichever is greater. Social Security Expansion. The Social Security 2100 Act (No bill): Proposals to improve benefits and to strengthen Social Security's financing by altering the payroll tax cap, among other changes. The Social Security Expansion Act (S. 7… Administration on Aging,Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),Labor, Dept of (DOL),SENATE,Social Security Administration (SSA),Treasury, Dept of   220000 0 0 2025-04-17T16:53:48-04:00
3342830 WINNING STRATEGIES WASHINGTON 64ff08c0-7fab-4964-a0a9-138b4ebbb156 Q1 WINNING STRATEGIES WASHINGTON 50796 NATIONAL TROOPERS COALITION 2025 first_quarter RET Retirement Issues; legislation related to Windfall Elimination Program of retirement benefits for retired law enforcement HOUSE OF REPRESENTATIVES,SENATE 10000   0 0 2025-04-17T16:58:40-04:00
3342952 WINNING STRATEGIES WASHINGTON 607891a4-9b66-48fe-9959-8e45489eff18 Q1 WINNING STRATEGIES WASHINGTON 50796 PRUDENTIAL 2025 first_quarter RET Retirement & pensions HOUSE OF REPRESENTATIVES,SENATE 30000   0 0 2025-04-17T17:12:21-04:00
3343509 INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION 1fc138c9-9c19-4071-aa33-2a76167f3aa3 Q1 INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION 401104677 INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION 2025 first_quarter RET Issues relating to 401(k) defined contributions. Issues relating to Fiduciary Duties Regarding Asset Classes under ERISA (Retirement Savings Modernization Act), Department of Labor Retirement Security Rule: Definition of Investment Advice Fiduciary and Related Exemptions. HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of   50000 0 0 2025-04-17T23:10:02-04:00
3343836 AARP 3df0c399-ae01-430e-b0f7-eb302f64c329 Q1 AARP 1694 AARP 2025 first_quarter RET H.R. 2491, the Alleviating Barriers for Caregivers Act. H.R. 2082, the Well-Being Insurance for Seniors to be at Home Act (WISH) Act. No bill number. Discussed expanding workplace retirement plan coverage. No bill number. Discussed the Retirement Savings for Americans Act. No bill number. Discussed closing loopholes in fiduciary requirements for retirement plans. No bill number. Discussed work and save plans. No bill number. Discussed tax incentives for retirement plans. H.R. 2023, the Women's Retirement Protection Act of 2025. S. 988, the Women's Retirement Protection Act of 2025. No bill number. Discussed retirement issues. No bill number. Discussed the taxation of Social Security benefits. H.R. 1130, the Bonus Tax Relief for Americas Seniors Act. No bill number. Discussed protecting Social Security, its benefits, and financial status. No bill number. Discussed customer service and operations at the Social Security Administration. H.R. 34, the LASSO Act of 2025. S. 1234/H.R. 2540, the SSI Savings Penalty Elimination Act of 2025. HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),SENATE,Social Security Administration (SSA),Treasury, Dept of,White House Office   6630000 0 0 2025-04-18T08:49:09-04:00
3344181 VAN SCOYOC ASSOCIATES b15f34f3-6dc3-41bb-a49e-c5fd05927f16 Q1 VAN SCOYOC ASSOCIATES 39837 PAYCHEX 2025 first_quarter RET Retirement Investment in Small Employers Act, Entirety Monitor Public Law 117-328, Consolidated Appropriations Act, FY2023, Retirement implementation related issues HOUSE OF REPRESENTATIVES 30000   0 0 2025-04-18T09:51:49-04:00
3344272 WILLIAMS AND JENSEN, PLLC e98d7627-ec84-40cf-9da9-facc68cb12c7 Q1 WILLIAMS AND JENSEN, PLLC 41454 INDEXED ANNUITY LEADERSHIP COUNCIL 2025 first_quarter RET Regulation of Fixed Indexed Annuity. Labor, Dept of (DOL),White House Office 10000   0 0 2025-04-18T10:07:04-04:00
3344279 THE ESOP ASSOCIATION 7d5cbec9-2027-40c5-94a6-7bb87919db10 Q1 THE ESOP ASSOCIATION 13858 ESOP ASSOCIATION 2025 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 areasinclude 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   160000 0 0 2025-04-18T10:07:42-04:00
3344480 FAEGRE DRINKER BIDDLE & REATH LLP 033e45fe-3be1-4a2b-ba07-66d225653b4f Q1 FAEGRE DRINKER BIDDLE & REATH LLP 12631 NATIONAL ACADEMY OF ELDER LAW ATTORNEYS 2025 first_quarter RET Home and Community-Based Services (HCBS); Medicaid; Social Security; Medicaid Estate Recovery HOUSE OF REPRESENTATIVES 10000   0 0 2025-04-18T10:28:55-04:00
3344748 WILLIAMS AND JENSEN, PLLC 20ef08ee-0803-4df1-a67a-a7a78c69fe70 Q1 WILLIAMS AND JENSEN, PLLC 41454 THE VANGUARD GROUP, INC. 2025 first_quarter RET Retirement and savings issues, generally. HOUSE OF REPRESENTATIVES,SENATE 60000   0 0 2025-04-18T10:58:29-04:00
3344792 WILLIAMS AND JENSEN, PLLC ba7e750f-3a2b-4729-bfc7-62d4b922bca8 Q1 WILLIAMS AND JENSEN, PLLC 41454 CALIFORNIA STATE TEACHERS' RETIREMENT SYSTEM 2025 first_quarter RET Legislation related to Social Security penalties. HOUSE OF REPRESENTATIVES,SENATE 90000   0 0 2025-04-18T11:02:26-04:00
3344815 WILLIAMS AND JENSEN, PLLC 85886cb5-72b1-4f9e-9f84-311ec17df49a Q1 WILLIAMS AND JENSEN, PLLC 41454 DEFINED BENEFIT RETIREMENT PROTECTION FUND, INC. 2025 first_quarter RET Legislation affecting WEP and GPO under the Social Security Program. HOUSE OF REPRESENTATIVES,SENATE     0 0 2025-04-18T11:03:43-04:00
3344835 1607 STRATEGIES, LLC d9e1fa43-c143-4b02-abf7-4c3850c66edb Q1 1607 STRATEGIES, LLC 401105461 INSPHIRE IO CORP. DBA CANDIDLY 2025 first_quarter RET Student loan and retirement security issues. Implementation of SECURE 2.0 of 2022 Act. Access to student loan payment data to allow employees to match student loan payments with retirement savings payments. Education, Dept of,HOUSE OF REPRESENTATIVES,SENATE 30000   0 0 2025-04-18T11:05:29-04:00
3344846 WILLIAMS AND JENSEN, PLLC fe62e443-2159-4585-b8a4-aaf8e29f6d41 Q1 WILLIAMS AND JENSEN, PLLC 41454 HOUSTON FIREFIGHTERS RELIEF AND RETIREMENT FUND 2025 first_quarter RET Legislation related to Social Security penalties. HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of 30000   0 0 2025-04-18T11:06:30-04:00
3344862 WILLIAMS AND JENSEN, PLLC dd0b9acb-ee3b-43aa-aa80-ea4d16009197 Q1 WILLIAMS AND JENSEN, PLLC 41454 LOS ANGELES COUNTY EMPLOYEES' RETIREMENT SYSTEM 2025 first_quarter RET Legislation related to Social Security penalties. HOUSE OF REPRESENTATIVES,SENATE 50000   0 0 2025-04-18T11:08:06-04:00

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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 2311.839ms · Data license: Public Domain (U.S. Government data) · Data source: Federal Register API & Regulations.gov API