lobbying_activities
Data license: Public Domain (U.S. Government data) · Data source: Federal Register API & Regulations.gov API
284 rows where filing_period = "fourth_quarter", filing_year = 2022 and issue_code = "RET" sorted by filing_year descending
This data as json, CSV (advanced)
| id | filing_uuid | filing_type | registrant_name | registrant_id | client_name | filing_year ▲ | filing_period | issue_code | specific_issues | government_entities | is_no_activity | is_termination | received_date |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2905156 | SIGNAL GROUP CONSULTING, LLC d00a7b6d-13d5-4e73-910b-18a35f3245e1 | 4T | SIGNAL GROUP CONSULTING, LLC | 73271 | NATIONAL INDUSTRIES FOR THE BLIND | 2022 | fourth_quarter | RET | Issues related to Social Security disability insurance. | HOUSE OF REPRESENTATIVES | 0 | 1 | 2022-12-16T13:42:03-05:00 |
| 2905167 | SIGNAL GROUP CONSULTING, LLC 855088f2-15a5-4293-9ea8-de02963930d4 | 4T | SIGNAL GROUP CONSULTING, LLC | 73271 | PUBLIX SUPER MARKETS, INC. | 2022 | fourth_quarter | RET | Issues related to employee stock ownership plans. | 0 | 1 | 2022-12-16T13:50:02-05:00 | |
| 2905930 | DOUCET CONSULTING SOLUTIONS, LLC 9a61d906-458c-4bf2-bfaf-1665b93b424f | Q4 | DOUCET CONSULTING SOLUTIONS, LLC | 401104418 | LOUISIANA SHERIFFS' ASSOCIATION | 2022 | fourth_quarter | RET | Support of the Public Servants Protection and Fairness Act of 2021, H.R. 2337 | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2023-01-01T17:28:49-05:00 |
| 2905934 | DOUCET CONSULTING SOLUTIONS, LLC d12fceab-2d45-4012-abec-c88d8d84bb23 | Q4 | DOUCET CONSULTING SOLUTIONS, LLC | 401104418 | WILLIAMS AND JENSEN ON BEHALF OF LOS ANGELES COUNTY EMPLOYEES' RETIREMENT SYSTEM | 2022 | fourth_quarter | RET | Support for S.4312 - Police and Fire Health Care Protection Act of 2022, a bill to eliminate the requirement that payments be made directly to providers of accident or health plans or qualified long-term care insurance contracts as a condition of eligibility for the tax exclusion of distributions from tax-exempt retirement plans for such health and long-term care insurance. | SENATE | 0 | 0 | 2023-01-01T17:38:50-05:00 |
| 2906061 | MR. MARK REY 5465679b-d33b-4fd9-8b81-e6a40c524724 | Q4 | MR. MARK REY | 400454181 | NATIONAL OLDER WORKERS CAREER CENTER | 2022 | fourth_quarter | RET | Assisting retired federal workers secure new employment opportunities | HOUSE OF REPRESENTATIVES,Interior, Dept of (DOI),SENATE,U.S. Forest Service | 0 | 0 | 2023-01-02T14:48:27-05:00 |
| 2906180 | DENT STRATEGIES d07176f9-5aa7-40e3-a1bb-b324a1a93c6c | 4T | DENT STRATEGIES | 401105616 | CUNA MUTUAL GROUP | 2022 | fourth_quarter | RET | s. 1770, Retirement Savings and Security Act - promote employer sponsorship of retirement savings plans and employees participation in plans H.R. 2954, Secure a Strong Retirement Act - promote employer sponsorship of retirement savings plans and employees participation in plans H.R. 2917/S. 1443, Retirement Parity for Student Loans Act - allow employers to make matching contributions to a 401(k) plan while their employees make student loan payments 2022 Budget Reconciliation to Build Back Better - retirement security provisions S.1870/H.R. 7146 - Enhancing Emergency and Retirement Savings Act - withdrawal from retirement account for emergency expenses S. 2061 - Strengthening Financial Security Through Short-Term Savings Accounts - withdrawal from retirement account for emergency expenses S. 4353 - RISE & SHINE Act - wholistic retirement security bill to increase retirement plan adaption, employee participation, and facilitation of lifetime time options. S. 4808- EARN Act - wholistic retirement security bill to increase retirement plan adaption, employee participation, and facilitation of lifetime time options. DOL Fiduciary Rule - build awareness of issues associated with anticipated new rule by Department of Labor revising current standard for advisors to give investment advice SECURE 2.0 incluido in Consolidated Appropriations Act 2023 - retirement security enhancement package | HOUSE OF REPRESENTATIVES,SENATE | 0 | 1 | 2023-01-03T11:51:51-05:00 |
| 2906404 | INTERNATIONAL UNION OF POLICE ASSOCIATIONS, AFL-CIO 705ad58a-d490-4205-af36-af3ac122c672 | Q4 | INTERNATIONAL UNION OF POLICE ASSOCIATIONS, AFL-CIO | 50400 | INTERNATIONAL UNION OF POLICE ASSOCIATIONS AFL-CIO | 2022 | fourth_quarter | RET | HR82, HR2337, S 129, HR2936, HR 3071, S 1511, HR 3595, HR 2936, HR 3172 | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2023-01-04T12:54:58-05:00 |
| 2906424 | INTERNATIONAL UNION OF POLICE ASSOCIATIONS, AFL-CIO 580c70e6-337e-4998-bc2f-c69a191c48c9 | 4A | INTERNATIONAL UNION OF POLICE ASSOCIATIONS, AFL-CIO | 50400 | INTERNATIONAL UNION OF POLICE ASSOCIATIONS AFL-CIO | 2022 | fourth_quarter | RET | HR82, HR2337, S 129, HR2936, HR 3071, S 1511, HR 3595, HR 2936, HR 3172 | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2023-01-04T13:21:47-05:00 |
| 2906450 | GUSTO 3d64d795-863a-4c4e-95d8-45fb2358a078 | Q4 | GUSTO | 401106368 | GUSTO | 2022 | fourth_quarter | RET | Issues related to small business defined contribution retirement plans and emergency savings plans | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2023-01-04T14:33:53-05:00 |
| 2906969 | FORSCEY, PLLC 14b19601-98c7-4c9b-a654-a29dca3dc3ed | Q4 | FORSCEY, PLLC | 52880 | WRITERS GUILD OF AMERICA, WEST | 2022 | fourth_quarter | RET | Work in support of additional legislation and implementing regulations to the American Recovery Act provision that provided direct grants to certain distressed multi-employers to make up for funding shortfalls in such plans and to improve funding of the Pension Benefit Guaranty Corporation (PBGC). | HOUSE OF REPRESENTATIVES,Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of | 0 | 0 | 2023-01-06T12:33:10-05:00 |
| 2907091 | SHEET METAL & AIR CONDITIONING CONTRACTORS NAT'L ASSN 3d004cb3-8293-4bbe-8da8-bdaffe77855f | Q4 | SHEET METAL & AIR CONDITIONING CONTRACTORS NAT'L ASSN | 35068 | SHEET METAL & AIR CONDITIONING CONTRACTORS NAT'L ASSN | 2022 | fourth_quarter | RET | Oppose Davis-Bacon Repeal Act - H.R. 2218, S. 805 Oppose Amendments #25 (THUD) and #20 (MILCON) to repeal Davis-Bacon - H.R. 2218 Support appointment of Jessica Looman as Administrator of DOL W&H Division | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2023-01-06T16:08:45-05:00 |
| 2907112 | SHEET METAL & AIR CONDITIONING CONTRACTORS NAT'L ASSN 7935a9db-cf5b-42bb-8a34-c25ddc4e8401 | Q4 | SHEET METAL & AIR CONDITIONING CONTRACTORS NAT'L ASSN | 35068 | SHEET METAL & AIR CONDITIONING CONTRACTORS NAT'L ASSN | 2022 | fourth_quarter | RET | Oppose Davis-Bacon Repeal Act - H.R. 2218, S. 805 Oppose Amendments #25 (THUD) and #20 (MILCON) to repeal Davis-Bacon - H.R. 2218 Support appointment of Jessica Looman as Administrator of DOL W&H Division | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2023-01-06T16:08:51-05:00 |
| 2907131 | LUSSIER, GREGOR, VIENNA & ASSOCIATES 739fb847-2b83-4932-8600-cadf615fab11 | Q4 | LUSSIER, GREGOR, VIENNA & ASSOCIATES | 40065 | RETIRED STATE COUNTY & MUNICIPAL EMPLOYEES OF MASSACHUSETTS ASSOCIATION | 2022 | fourth_quarter | RET | Support for legislation to reform the Windfall Elimination Provision of the Social Security Law. Specifically, HR 2337, Public Servants Protection and Fairness Act of 2021. | HOUSE OF REPRESENTATIVES | 0 | 0 | 2023-01-06T19:56:52-05:00 |
| 2907474 | RICH FEUER ANDERSON 9b6d36bd-05e2-403b-9375-46b30e4d4570 | Q4 | RICH FEUER ANDERSON | 84775 | BLACKROCK FUNDS SERVICES GROUP LLC (FORMERLY BLACKROCK CAPITAL MANAGEMENT INC.) | 2022 | fourth_quarter | RET | Issues related to retirement security and savings, including retirement income products and retirement income disclosures and H.R.2594, the "Securing a Strong Retirement Act of 2021." | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2023-01-09T12:14:17-05:00 |
| 2907571 | NATIONAL ASSOCIATION OF POSTAL SUPERVISORS bd46e6e2-d210-46a7-b35f-dc2d58944f2e | Q4 | NATIONAL ASSOCIATION OF POSTAL SUPERVISORS | 401075023 | NATIONAL ASSOCIATION OF POSTAL SUPERVISORS | 2022 | fourth_quarter | RET | H.R. 82/S. 1302 - the Social Security Fairness Act, legislation is repeal the Government Pension Offset and the Windfall Elimination Provision H.R. 2337, the Public Servants Protection and Fairness Act H.R. 304/S. 4221, the Equal COLA Act H.R. 4315, the Fair COLA for Seniors Act | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2023-01-09T14:44:10-05:00 |
| 2907766 | ALLON ADVOCACY, LLC a2743f9f-eb30-48e8-bf71-0ddcf4d4a132 | Q4 | ALLON ADVOCACY, LLC | 401104657 | YODLEE INC. | 2022 | fourth_quarter | RET | Best interest rule finalized by SEC and revised Department of Labor fiduciary rule | Consumer Financial Protection Bureau (CFPB),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of | 0 | 0 | 2023-01-10T09:25:33-05:00 |
| 2907793 | ALLON ADVOCACY, LLC a13969af-01be-41dd-9003-710f71177fa6 | Q4 | ALLON ADVOCACY, LLC | 401104657 | FORGE GLOBAL, INC. | 2022 | fourth_quarter | RET | Issues related to the treatment of certain self-directed retirement accounts. | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2023-01-10T09:57:47-05:00 |
| 2907974 | NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS 15a0c99f-48fa-4668-93d2-541554c052e8 | Q4 | NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS | 26901 | NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS | 2022 | fourth_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 | 0 | 0 | 2023-01-10T13:06:12-05:00 |
| 2908044 | INTERNATIONAL ALLIANCE OF THEATRICAL STAGE EMPLOYEES edc82eda-ab4f-464e-8273-7e55741aed21 | Q4 | INTERNATIONAL ALLIANCE OF THEATRICAL STAGE EMPLOYEES | 401105446 | INTERNATIONAL ALLIANCE OF THEATRICAL STAGE EMPLOYEES | 2022 | fourth_quarter | RET | Oppose the Giving Retirement Options to Workers Act | 0 | 0 | 2023-01-10T13:54:57-05:00 | |
| 2908105 | POYNER SPRUILL LLP 523bba1b-c2dc-432b-ad86-253f06d8f339 | Q4 | POYNER SPRUILL LLP | 400563685 | AMERICAN RETIREMENT ASSOCIATION | 2022 | fourth_quarter | RET | Retirement plan legislative proposals, correction programs, reporting and disclosure, enforcement activities, and rulings and agreements. | HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Pension Benefit Guaranty Corporation (PBGC),SENATE | 0 | 0 | 2023-01-10T14:51:57-05:00 |
| 2908185 | RESOLUTION PUBLIC AFFAIRS, LLC 6017a19c-39c8-4bd9-8db4-ad8657f431a6 | Q4 | RESOLUTION PUBLIC AFFAIRS, LLC | 401105068 | EDWARD D. JONES & CO., L.P. | 2022 | fourth_quarter | RET | Issues regarding retirement security, generally. Inclusion of SECURE 2.0 in end of year bill. | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2023-01-10T16:25:01-05:00 |
| 2908243 | MCALLISTER & QUINN, LLC 7846b70a-498b-40dd-8b6d-e5451f0a668c | Q4 | MCALLISTER & QUINN, LLC | 292573 | UNITED STATES CAPITOL POLICE LABOR COMMITTEE | 2022 | fourth_quarter | RET | Capitol Security. January 6th special committee. Legislative branch appropriations. S.129, H.R. 521 - First Responder Fair RETIRE Act. In support of. H.R.8087 - Law Enforcement Officer Fair Retirement Act. In support of. S. 2981, H.R.3172 - HELPER Act of 2021. In support of. H.R. 82 - Social Security Fairness Act of 2021. In support of. H.R.8237 - S.4720 - Legislative Branch Appropriations Act, 2023 - Provisions related to Capitol Security, pay issues. | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2023-01-10T17:36:27-05:00 |
| 2908543 | ALLIANCE FOR RETIRED AMERICANS 7bfcd549-32ff-45ad-a93b-b91324f4b46f | Q4 | ALLIANCE FOR RETIRED AMERICANS | 67238 | ALLIANCE FOR RETIRED AMERICANS | 2022 | fourth_quarter | RET | 1. Proposals to change the Social Security annual Cost of Living Adjustment formula 2. Proposals to raise the Social Security normal retirement age 3. Proposals to "means test" Social Security benefits 4. Beneficiary information available through Social Security Administration field offices 5. Status of the Social Security Disability Insurance Trust Fund 6. Closing Status of Social Security Administration field offices 7. Implementation of the Multiemployer Pension Reform Act of 2014 8. Status of Social Security Disability claims backlog 9. Proposals regarding the Social Security Windfall Elimination Provision 10. Proposals regarding the Social Security Government Pension Offset 11. H.R. 82, Social Security Fairness Act of 2021, entire bill 12. S. 1302, Social Security Fairness Act, entire bill 13. S. 1772, Surviving Widow(er) Income Fair Treatment Act of 2021, or the SWIFT Act", entire bill 14. S. 1099, Protecting Married Seniors From Impoverishment Act, entire bill 15. H.R. 4921, Strengthening Social Security Act of 2021, entire bill 16. H.R. 5637, Meeting our Seniors Social Security Needs Act, entire bill 17. H.R. 5723, Social Security 2100: A Sacred Trust, entire bill 18. S. 3070, Safeguarding American Families and Expanding Social Security Act of 2021, entire bill 19. S. 3177, Protection of Social Security Benefits Restoration Act, entire bill 20. Re-opening of and customer service at Social Security field offices 21. Proposals regarding fiduciary rules for advisers of individuals with individual retirement accounts 22. S. 4365, Social Security Expansion Act, entire bill 23. Withdrawal liability provisions in the PBGC Special Financial Assistance Rule | HOUSE OF REPRESENTATIVES,Pension Benefit Guaranty Corporation (PBGC),SENATE,Social Security Administration (SSA) | 0 | 0 | 2023-01-11T12:19:01-05:00 |
| 2908782 | DYKEMA GOSSETT PLLC 0462bab3-b583-4182-bbd2-0c8673fb1f75 | Q4 | DYKEMA GOSSETT PLLC | 12915 | JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) | 2022 | fourth_quarter | RET | Lobbied in support of retirement security and pension provisions. Lobbied on proposed Fiduciary Rule. Lobbied in support of H.R. 2954, Securing a Strong Retirement Act of 2022. Lobbied in support of the Enhancing American Retirement Now (EARN) Act. Lobbied in support of inclusion of SECURE 2.0 in HR 2617, the Consolidated Appropriations Act of 2023. | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2023-01-11T15:37:20-05:00 |
| 2908953 | GLADNEY LAW GROUP 3dba4437-ba3b-4f0c-a063-42a0f39c7eea | Q4 | GLADNEY LAW GROUP | 401105457 | INTERN ASSOC OF BRIDGE, STRUCTURAL, ORNAMENTAL AND REINFORCING IRONWORKERS | 2022 | fourth_quarter | RET | Amendment to 26U.S.C. 414(k) | HOUSE OF REPRESENTATIVES,Pension Benefit Guaranty Corporation (PBGC),SENATE | 0 | 0 | 2023-01-11T22:08:19-05:00 |
| 2908954 | GLADNEY LAW GROUP 15fd5175-bbee-456a-b5dd-63e8527161bb | Q4 | GLADNEY LAW GROUP | 401105457 | ULLICO, INC. | 2022 | fourth_quarter | RET | Pension reform | SENATE | 0 | 0 | 2023-01-11T22:12:18-05:00 |
| 2909357 | DUTKO WORLDWIDE, LLC b2f0b821-d559-4e0e-838a-a11f1a16b357 | Q4 | DUTKO WORLDWIDE, LLC | 12868 | ACCENTURE FEDERAL SERVICES LLC | 2022 | fourth_quarter | RET | Monitor IT Modernization at the Social Security Administration. Support language to accelerate IT modernization efforts at SSA. | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2023-01-12T13:31:52-05:00 |
| 2909523 | CMFG LIFE INSURANCE COMPANY abcf4a7f-d344-4267-95cc-6d50b8a42116 | Q4 | CMFG LIFE INSURANCE COMPANY | 80510 | CMFG LIFE INSURANCE COMPANY | 2022 | fourth_quarter | RET | Support S.1443 and H.R.2917, Retirement Parity for Student Loans Act of 2021. Support H.R.4865/S.3198, Registration for Index Linked Annuities (RILA) Act. Support Consolidated Appropriations Act of 2023 - includes SECURE 2.0 and RILA bills. | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2023-01-12T14:37:01-05:00 |
| 2909929 | TREA SENIOR CITIZENS LEAGUE 11f617c1-b059-41b1-8196-f0408daaaadb | Q4 | TREA SENIOR CITIZENS LEAGUE | 38426 | TREA SENIOR CITIZENS LEAGUE | 2022 | fourth_quarter | RET | Social Security Cost of Living Adjustment (H.R. 4315, H.R. 4921, H.R. 5723, S. 3071), Social Security Reform (H.R. 5723, S.3071), Repeal of the Windfall Elimination Provision and the Government Pension Offset H.R. 82, S.1302), High cost of prescription drugs, Special Stimulus for Social Security Recipients. | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2023-01-13T09:34:29-05:00 |
| 2910779 | TIBER CREEK GROUP 9faa5023-dbf6-470b-bb47-e69cca19f35f | Q4 | TIBER CREEK GROUP | 20744 | COMMITTEE ON CAPITAL MARKETS REGULATION | 2022 | fourth_quarter | RET | Issues related to retirement security; S. 4808 - EARN Act. | SENATE | 0 | 0 | 2023-01-13T17:29:27-05:00 |
| 2910841 | CASSIDY & ASSOCIATES, INC. 018b90d9-446f-40a1-b704-336ffa83a380 | Q4 | CASSIDY & ASSOCIATES, INC. | 8453 | SOCIETY OF ACTUARIES | 2022 | fourth_quarter | RET | General legislative issues related to actuarial profession | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2023-01-13T18:04:30-05:00 |
| 2910939 | TIBER CREEK GROUP 22009d66-f0c1-4235-a2ec-f782d7a7b033 | Q4 | TIBER CREEK GROUP | 20744 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 2022 | fourth_quarter | RET | Setting Every Community Up for Retirement Enhancement Act (PL 116-94); S. 1770 - Retirement Security & Savings Act; H.R. 2954 - The Securing a Strong Retirement Act of 2021; The Enhancing American Retirement Now (EARN) Act. Consolidated Appropriations Act, 2023 (PL 117-328). | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2023-01-14T11:07:53-05:00 |
| 2911371 | FORBES-TATE 5932750e-15d7-4f5f-9033-cb9f3c016948 | Q4 | FORBES-TATE | 400976792 | EDWARD D. JONES & CO., L.P. | 2022 | fourth_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 | 0 | 0 | 2023-01-15T09:21:34-05:00 |
| 2911543 | FORBES-TATE 45de874c-bb45-4975-a2ed-9c75b22c9a77 | Q4 | FORBES-TATE | 400976792 | INSURED RETIREMENT INSTITUTE | 2022 | fourth_quarter | RET | Issues related to retirement savings; H.R. 2954 - Securing a Strong Retirement Act of 2021. | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2023-01-15T14:52:07-05:00 |
| 2911640 | RUTLEDGE POLICY GROUP, LLC 5856311e-7624-47b7-a912-466afad7d7ef | Q4 | RUTLEDGE POLICY GROUP, LLC | 401105775 | AMERICAN RETIREMENT ASSOCIATION | 2022 | fourth_quarter | RET | General Retirement Savings Legislation - all provisions. Securing a Strong Retirement Act of 2022 (HR 2954) - all provisions RISE Act (HR 5891) - all provisions Retirement Security and Savings Act of 2021 (S. 1776) - all provisions RISE & SHINE Act (S. 4353) - all provisions EARN Act (S 4808) - all provisions | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2023-01-15T19:59:03-05:00 |
| 2911662 | RUTLEDGE POLICY GROUP, LLC 3640c4cf-a3a4-475f-8835-2cb469a8ab8a | Q4 | RUTLEDGE POLICY GROUP, LLC | 401105775 | BROWNSTEIN HYATT FARBER SCHRECK LLP OBO PERCY ROCKDALE LLC, | 2022 | fourth_quarter | RET | Tax treatment of retirement accounts | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2023-01-15T20:24:02-05:00 |
| 2912016 | PRIMACY STRATEGY GROUP db6705cd-c2b7-4d61-81f1-c579cd860a3f | Q4 | PRIMACY STRATEGY GROUP | 401105877 | HEALTH&PENSIONWORKS (FKA HEALTHWORKS) | 2022 | fourth_quarter | RET | Multiemployer Pension Reform FY2022 Authorizations, Appropriations, and Budget Policy | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2023-01-16T11:43:53-05:00 |
| 2912071 | SQUIRE PATTON BOGGS 0f11b4ad-21d7-4b53-944e-136cfa9a7628 | Q4 | SQUIRE PATTON BOGGS | 30906 | AON SERVICE CORPORATION (FKA AON HEWITT) | 2022 | fourth_quarter | RET | Advice regarding retirement-related legislation and regulatory reform. | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2023-01-16T11:53:41-05:00 |
| 2912601 | VERITAS ADVISORS, LLP 03c3d29a-a1ca-46f0-9585-53f6c87d45f2 | Q4 | VERITAS ADVISORS, LLP | 283878 | CLEARWATER PAPER | 2022 | fourth_quarter | RET | General Retirement - no specific bills at this time. | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2023-01-16T15:43:48-05:00 |
| 2913180 | HOLLAND & KNIGHT LLP 47c42a6b-1b80-43b4-9388-90d1e051ca5a | Q4 | HOLLAND & KNIGHT LLP | 18466 | CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. | 2022 | fourth_quarter | RET | Educating members of Congress and staff on financial planning business tax incentives and retirement issues and policy. | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2023-01-17T08:43:23-05:00 |
| 2913733 | FEDERAL HALL POLICY ADVISORS, LLC ce8ff351-9b4e-4f69-bc6d-c5464d2838d1 | Q4 | FEDERAL HALL POLICY ADVISORS, LLC | 401104646 | PROTECTIVE LIFE CORPORATION | 2022 | fourth_quarter | RET | Issues related to retirement security, including H.R.2954 - The Securing a Strong Retirement Act / SECURE Act 2.0. | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2023-01-17T11:27:42-05:00 |
| 2913940 | RICH FEUER ANDERSON 3dfcd92f-85e1-4926-81c1-c6850890bec1 | Q4 | RICH FEUER ANDERSON | 84775 | THE GLOBAL ATLANTIC FINANCIAL GROUP LLC | 2022 | fourth_quarter | RET | Legislation and regulations expanding access to retirement solutions, including H.R. 2954, the "Securing a Strong Retirement Act of 2021." | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2023-01-17T12:39:25-05:00 |
| 2914076 | TRINET GROUP INC. 8398b40d-63e7-491a-85cf-c95903ba3851 | Q4 | TRINET GROUP INC. | 401103456 | TRINET GROUP INC. | 2022 | fourth_quarter | RET | General educational discussions on employer-sponsored retirement plans and employee access to retirement benefits through employment. Securing a Strong Retirement Act of 2021 (SECURE 2.0) | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2023-01-17T13:25:45-05:00 |
| 2914119 | INTERNATIONAL FEDERATION OF PROFESSIONAL AND TECHNICAL ENGINEERS (IFPTE) 99d4b444-fa9a-4337-bd9e-58d7439d3d97 | Q4 | INTERNATIONAL FEDERATION OF PROFESSIONAL AND TECHNICAL ENGINEERS (IFPTE) | 19968 | INTERNATIONAL FEDERATION OF PROFESSIONAL AND TECHNICAL ENGINEERS (IFPTE) | 2022 | fourth_quarter | RET | Social Security 2100 Act Federal Worker pension policy Medicare and Medicaid expansion/protect against cuts | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2023-01-17T13:50:13-05:00 |
| 2914362 | CAPITOL CITY GROUP, LTD. 9ea4fdf7-a021-49cf-956d-143319e09135 | Q4 | CAPITOL CITY GROUP, LTD. | 52903 | ASCENSUS, INC. | 2022 | fourth_quarter | RET | Assist client with issues pertaining to retirement savings and rules and health savings, education savings; H.R.5832 and S 1730 Retirement Savings Lost and Found Act of 2021; H.R.25 Fair Tax Act of 2021; S.380 Health Savings Act of 2021; S.125 Protecting Life in Health Savings Accounts Act; HR 53 Freedom for Families Act;. S222, H.R.835 American Opportunity Accounts Act; S.1959 Keeping Your Retirement Act of 2021;S.1870 Enhancing Emergency and Retirement Savings Act of 2021;H.R.2917 Retirement Parity for Student Loans Act of 2021; H.R.1166 & S275 Retirement Freedom Act;S.1889 Compassionate Retirement Act of 2021;H.R.2942 To amend the Internal Revenue Code of 1986 to increase the catch-up contribution limit for retirement plans H.R.2954 Securing a Strong Retirement Act of 2021 of participants age 62 through 64; H.R.984 Retirement Inflation Protection Act of 2021; S.1770 Retirement Security and Savings Act of 2021; HR 409 Emergency Pension Plan Relief Act of 2021; S.2603 Commission on Retirement Security Act of 2021; H.R.4268 Federal Retirement Fairness Act; S.3751 A bill to amend the Employee Retirement Income Security Act of 1964 and the Internal Revenue Code of 1986 to improve retirement plan coverage for part-time workers; H.R.7146 Enhancing Emergency and Retirement Savings Act of 2022; S.4314-H.R.8319 Protecting Public Safety Employees' Timely Retirement Act of 2022; H.R.6738 Retirement Tax Credit Parity for Cooperatives and Charities Act; S.4024 State and Local Corrections Officer Retirement Fairness Act of 2022. | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2023-01-17T14:39:37-05:00 |
| 2914525 | DAIRY FARMERS OF AMERICA, INC. bb8b4503-204f-4ce5-944b-d18c27c90eab | Q4 | DAIRY FARMERS OF AMERICA, INC. | 47314 | DAIRY FARMERS OF AMERICA INC | 2022 | fourth_quarter | RET | Educated members of Congress on problems with multi-employer pensions. | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2023-01-17T15:10:29-05:00 |
| 2914656 | MORGAN, LEWIS & BOCKIUS, LLP bcd5aa81-ff8a-46a1-9720-39476fa836bb | Q4 | MORGAN, LEWIS & BOCKIUS, LLP | 25818 | ROAD CARRIERS LOCAL 707 WELFARE AND PENSION FUNDS | 2022 | fourth_quarter | RET | Multiemployer Pension Plan Relief | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2023-01-17T15:51:22-05:00 |
| 2914669 | AARP 249a3985-9c12-472b-bce3-8c133438c5cc | Q4 | AARP | 1694 | AARP | 2022 | fourth_quarter | RET | H.R. 2617 Consolidated Appropriations Act 2023. H.R. 2954 the Securing a Strong Retirement Act (SECURE 2.0). S. 4808, Enhancing American Retirement Now Act. S.4353, RISE & SHINE Act. No bill number. Discussed regulation best interest. No bill number. Discussed fiduciary rule. S. 4102, SSI Savings Penalty Elimination Act. No bill number. Discussed customer service issues at the Social Security Administration. No bill number. Discussed enhanced Earned Income Tax Credit. No bill number. Discussed long term solvency of Social Security program. H.R. 82, Social Security Fairness Act of 2021. H.R. 5834, Equal Treatment of Public Servants Act of 2021. H.R.8295/S. 4659 Labor, Health & Human Services Appropriations Act, FY 2023. S. 1295, TRUST Act of 2021. No bill number. Discussed referrals of Supplemental Security Income individuals for Supplemental Nutrition Assistance Program benefits. No bill number. Discussed accessibility of federal government information and resources for those with disabilities. No bill number. Discussed the Social Security disability backlog. No bill number. Discussed increased funding for the Social Security Administration to improve customer service. | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Social Security Administration (SSA) | 0 | 0 | 2023-01-17T15:52:04-05:00 |
| 2914684 | MORGAN, LEWIS & BOCKIUS, LLP 67a2fba3-a872-4ba0-b27c-9aae0cb309e2 | Q4 | MORGAN, LEWIS & BOCKIUS, LLP | 25818 | NEW YORK STATE TEAMSTERS CONFERENCE PENSION AND RETIREMENT FUND | 2022 | fourth_quarter | RET | Multiemployer Pension Plan Relief | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2023-01-17T15:52:47-05:00 |
| 2914693 | LONGBOW PUBLIC POLICY GROUP, LLC 2d053594-e19a-4d35-9267-d33ae617f933 | Q4 | LONGBOW PUBLIC POLICY GROUP, LLC | 401106355 | CENTER FOR CAPITAL MARKETS COMPETITIVENESS, U.S. CHAMBER OF COMMERCE | 2022 | fourth_quarter | RET | Anticipated Fiduciary Rule further defining and delimiting the definition of fiduciary pursuant to the Employee Retirement Income Security Act of 1974. Employee Benefits Security Administration proposed rule regarding "Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights"; provisions related to the exercise of shareholder rights (86 Fed. Reg. 57272, Oct. 14, 2021). Nomination of Lisa Gomez, of New Jersey, to be an Assistant Secretary of Labor for the Employee Benefits Security Administration (PN 1595). | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE | 0 | 0 | 2023-01-17T15:54:51-05:00 |
| 2914702 | LONGBOW PUBLIC POLICY GROUP, LLC e4ccd2b5-0ba3-4976-b6b8-fca96941966d | Q4 | LONGBOW PUBLIC POLICY GROUP, LLC | 401106355 | SIGNATORY WALL AND CEILING CONTRACTORS ALLIANCE | 2022 | fourth_quarter | RET | Nomination of Lisa Gomez, of New Jersey, to be an Assistant Secretary of Labor for the Employee Benefits Security Administration (PN 1595). Pension Benefit Guaranty Corporation proposed rule entitled, Actuarial Assumptions for Determining an Employers Withdrawal Liability (87 Fed. Reg. 62316, Oct. 14, 2022). Proposals to facilitate alternative plan designs for multiemployer defined benefit plans and variable defined benefit plans. | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE | 0 | 0 | 2023-01-17T15:56:39-05:00 |
| 2914789 | THE ESOP ASSOCIATION 1b6075b1-fb25-4082-b6f9-bc3295b39ad1 | Q4 | THE ESOP ASSOCIATION | 13858 | ESOP ASSOCIATION | 2022 | fourth_quarter | RET | Any proposed legislation potentially impacting ESOP creation and operation, and employee ownership issues and generally all legislative proposals to amend the Employee Retirement Security Act of 1974. Above areas include tax and labor law issues embedded in the Employee Retirement Security Act of 1974 and the Federal Internal Revenue Code, and laws encouraging Federal agencies to promote creation and operation of ESOPs. ESOP provisions in Secure 2.0. | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2023-01-17T16:25:56-05:00 |
| 2915005 | NATIONWIDE MUTUAL INSURANCE COMPANY 2e8d97c2-0e0f-4b19-88d1-7b3026c4d901 | Q4 | NATIONWIDE MUTUAL INSURANCE COMPANY | 26411 | NATIONWIDE MUTUAL INSURANCE COMPANY | 2022 | fourth_quarter | RET | ISSUE Investment Advice Standard of Conduct HR 699, Mutual Fund Litigation Reform Act - amend the Investment Company Act of 1940 to provide complaint and burden of proof requirements for certain actions for breach of fiduciary duty HR 725/S 153, Personalized Care Act - amend the Internal Revenue Code of 1986 to expand and improve health savings accounts, and for other purposes. HR 984, Retirement Inflation Protection Act - allows the basis of certain assets to be adjusted for inflation solely for the purpose of determining the gain or loss. S 380, Health Savings Act - modifies the requirements for health savings accounts (HSAs). HR 1584, Protecting Retirement Savers and Everyday Investors Act - impose a limitation on taxation and fees on transactions by certain securities industry participants. HR 1618/S 606, RESPOND Act - require the FRB and SEC to issue an annual report on the economic costs caused by the impacts of climate change, to require the Federal Retirement Thrift Investment Board to establish a Federal Advisory Panel on the Economics of Climate Change. S 1443Retirement Parity for Student Loans Act -- allows certain employer-sponsored retirement plans to make matching contributions for an employee's student loan payments HR 2951 To direct the Secretary of the Treasury to modify Treasury Regulations relating to insurance-dedicated exchange-traded funds - enables ETFs as investment option in variable insurance products HR 2944 Reducing the Maximum Service Requirement for Long-term Part-time Workers to Make Elective Deferrals to 401(k) Plans Act -- to reduce the retirement plan period of service requirements for long-term, part-time employees. S 1703Improving Access to Retirement Savings Act of 2021 -- to increase retirement savings, to improve retirement plan administration, and for other purposes. S 1770Retirement Security & Savings Act -- to increase retirement savings, to improve retirement plan administration, and for other purposes. HR 3387/S 1762 Financial Factors in Selecting Retirement Plan Invest… | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2023-01-17T17:40:44-05:00 |
| 2915740 | THE ERISA INDUSTRY COMMITTEE f1ecccf2-e52b-40c9-9572-1343d490a14b | Q4 | THE ERISA INDUSTRY COMMITTEE | 13803 | ERISA INDUSTRY COMMITTEE | 2022 | fourth_quarter | RET | Paid leave issues Emergency savings Single-employer defined benefit issues Retirement Improvement and Savings Enhancement Act RISE and SHINE Act Retirement plan disclosures Retirement plan investment requirements and options Retirement plan contribution flexibility Retirement savings tax issues Modernizing retirement plan administration Mental Health Matters Act Securing a Strong Retirement Act (SSRA) EARN Act PBGC premiums SECURE 2.0 Act Multiemployer pensions Litigation and enforcement affecting benefit plans | HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of | 0 | 0 | 2023-01-18T10:08:10-05:00 |
| 2915998 | TRUCKER HUSS APC 77bb1d95-b433-49f4-b695-1cfb72c6114f | Q4 | TRUCKER HUSS APC | 400537609 | WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND | 2022 | fourth_quarter | RET | GROW Act, Multiemployer pension funding and solvency, PBGC premiums | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of | 0 | 0 | 2023-01-18T11:05:56-05:00 |
| 2916325 | ROCK CREEK COUNSEL d64f4c64-ccb3-4f13-9adb-9100b0d02fc9 | Q4 | ROCK CREEK COUNSEL | 401103568 | NATIONAL EDUCATION ASSOCIATION | 2022 | fourth_quarter | RET | Retirement issues involving qualified plans and Social Security issues. H.R. 2954 ("Securing a Strong Retirement Act of 2022"), S.4353 ("RISE & SHINE Act") and S.4808 ("EARN Act"), H.R. 82 ("Social Security Fairness Act of 2021") and H.R. 2617 ("Consolidated Appropriations Act, 2023"). | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2023-01-18T11:53:46-05:00 |
| 2916604 | PUBLIC STRATEGIES WASHINGTON, INC. 714a2b8f-00ed-45f4-ad81-9858b9069242 | Q4 | PUBLIC STRATEGIES WASHINGTON, INC. | 32486 | INVESTMENT COMPANY INSTITUTE | 2022 | fourth_quarter | RET | Issues relating to retirement security and proposals to enhance and improve retirement savings including SECURE 2.0 | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2023-01-18T12:44:54-05:00 |
| 2916610 | CAPITOL COUNSEL LLC 922f7941-10e0-4003-969e-e009ba7d34f4 | Q4 | CAPITOL COUNSEL LLC | 313715 | MARCH OF DIMES INC. | 2022 | fourth_quarter | RET | Advice and advocacy regarding pension funding. | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2023-01-18T12:45:48-05:00 |
| 2916918 | AMAC ACTION def3d585-0dfd-469b-8386-55ac05797112 | Q4 | AMAC ACTION | 401104675 | AMAC ACTION | 2022 | fourth_quarter | RET | healthcare reform solutions and legislation, Social Security reform solutions and legislation | Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2023-01-18T13:32:32-05:00 |
| 2916933 | HOGAN LOVELLS US LLP 75a22e3c-59d5-4891-9b92-05be78579d42 | 4T | HOGAN LOVELLS US LLP | 18422 | CALIFORNIA STATE TEACHERS' RETIREMENT SYSTEM | 2022 | fourth_quarter | RET | Possible proposals to impose mandatory coverage under Social Security of state and local government employees and provide relief under Social Security benefit offsets; proposals regarding Medicare coverage. | HOUSE OF REPRESENTATIVES,SENATE | 0 | 1 | 2023-01-18T13:35:04-05:00 |
| 2917173 | INVARIANT LLC 59823c75-370b-4db5-88cf-c768deca4fea | Q4 | INVARIANT LLC | 314237 | THE AMERICAN COUNCIL OF LIFE INSURERS | 2022 | fourth_quarter | RET | Monitor retirement issues, including H.R. 2954, Securing a Strong Retirement Act of 2021 and S. 1770, Retirement Security and Savings Act. | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2023-01-18T14:00:44-05:00 |
| 2917240 | PUBLIC STRATEGIES WASHINGTON, INC. e3ffb2a5-56bc-46ef-b4c4-08ff8b759c30 | Q4 | PUBLIC STRATEGIES WASHINGTON, INC. | 32486 | PRINCIPAL FINANCIAL GROUP | 2022 | fourth_quarter | RET | Issues relating to retirement security and proposals to enhance and improve retirement savings including SECURE 2.0 and proposals related to ESOPs | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2023-01-18T14:08:31-05:00 |
| 2917268 | THE RABEN GROUP e9be19e8-3e85-4913-96a0-63ad2f677002 | Q4 | THE RABEN GROUP | 61458 | SMALL INVESTOR PROTECTION LEAGUE (INFORMAL COALITION) | 2022 | fourth_quarter | RET | Activist hedge funds and closed end funds Investor protection H.R.4262 - Increasing Investor Opportunities Act Senate bill (S.3948) titled "The Increasing Investor Opportunities Act. | HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE | 0 | 0 | 2023-01-18T14:11:09-05:00 |
| 2917303 | PUBLIC STRATEGIES WASHINGTON, INC. 339e4b1f-0ec2-4c72-91c3-0b7d6e9c0895 | Q4 | PUBLIC STRATEGIES WASHINGTON, INC. | 32486 | PRUDENTIAL FINANCIAL INC | 2022 | fourth_quarter | RET | Issues relating to retirement security and proposals to enhance and improve retirement savings. Legislation to enhance retirement plan options. Monitor legislative proposals relating to data privacy and security | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2023-01-18T14:14:12-05:00 |
| 2917452 | KEARNEY, DONOVAN & MCGEE e47c3e54-3299-4a74-872d-3c4faf1dba05 | Q4 | KEARNEY, DONOVAN & MCGEE | 82215 | FMR LLC | 2022 | fourth_quarter | RET | Retirement policy; retirement savings enhancements. | Labor, Dept of (DOL) | 0 | 0 | 2023-01-18T14:27:21-05:00 |
| 2917632 | CALFEE STRATEGIC SOLUTIONS 87d8f1a2-4929-4a25-bf2a-bdcbc284abe7 | Q4 | CALFEE STRATEGIC SOLUTIONS | 401103116 | GBX GROUP LLC | 2022 | fourth_quarter | RET | Retirement Bills: S.4808: The Enhancing American Retirement Now (EARN) Act | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2023-01-18T14:47:47-05:00 |
| 2917813 | NATIONAL RURAL LETTER CARRIERS' ASSOCIATION 7282fdd2-1452-4462-8ab9-947a485f3762 | Q4 | NATIONAL RURAL LETTER CARRIERS' ASSOCIATION | 28526 | NATIONAL RURAL LETTER CARRIERS' ASSOCIATION | 2022 | fourth_quarter | RET | H.R.82-"Social Security Fairness Act of 2021"-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. H.R.2337-"Public Servants Protection and Fairness Act", this legislation offsets the WEP and provides limited relief for those beneficiaries impacted. The NRLCA has not taken a position. | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2023-01-18T15:14:39-05:00 |
| 2918059 | DAVIS & HARMAN LLP bea6b3f5-b185-44ec-9c7a-b7b36a015e48 | Q4 | DAVIS & HARMAN LLP | 11674 | LINCOLN NATIONAL CORPORATION | 2022 | fourth_quarter | RET | Comprehensive pension and retirement savings legislation. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Expansion of investment options for 403(b) plans. Issues related to paid family, sick, and medical leave. S. 1770, Retirement Security and Savings Act. S. 2370, Automatic IRA Act (116th Congress). H.R. 2954, Securing a Strong Retirement Act. H.R. 5376, Inflation Reduction Act Act. H.R. 2741, Public Service Retirement Fairness Act. H.R. 6912, Pooled Employer Plan Fix Act. S. 4808, Enhancing American Retirement Now (EARN) Act. S. 4353, RISE & SHINE Act. S. 4154, Simplifying Small Business Retirement Savings Act. S. 4153, Incentivizing Small Business Retirement Savings Act. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022. | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2023-01-18T15:36:22-05:00 |
| 2918089 | INVARIANT LLC e610eeed-7c09-46a7-85c0-3a4304e2c4d5 | Q4 | INVARIANT LLC | 314237 | ESHARES, INC. DBA CARTA, INC. | 2022 | fourth_quarter | RET | Educate members on retirement proposals in H.R.5376, Build Back Better Act and other draft legislation. | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2023-01-18T15:38:11-05:00 |
| 2918513 | LOBBYIT.COM 05f66dd4-2921-44f7-a374-6cd03559b987 | Q4 | LOBBYIT.COM | 400487397 | GUIDESTONE FINANCIAL RESOURCES | 2022 | fourth_quarter | RET | Worked on retirement legislation that would impact Church plans and savings accounts. | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2023-01-18T16:31:10-05:00 |
| 2918800 | AZOA SERVICES CORP(ALLIANZ OF AMERICA) FORMERLY AZOA SERIVCES CORP/FIREMAN'S FUND(ALLIANZ OF AMERICA 78c617e6-c83b-4f64-9732-caf34b87c8ed | Q4 | 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 | 2022 | fourth_quarter | RET | Monitor SEC's Regulation Best Interest Regarding the Department of Labors 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.) H.R. 2954, the Securing a Strong Retirement Act of 2021. S.1443, The Retirement Parity for Student Loans Act. H.R.4865, the Registration for Index-Linked Annuities Act. S.3198, the Registration for Index-Linked Annuities Act. | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2023-01-18T17:14:23-05:00 |
| 2918835 | NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION, INC. 8414248b-47a5-4378-95b3-a258db2c1873 | Q4 | NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION, INC. | 27742 | NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION, INC. | 2022 | fourth_quarter | RET | Pension Reform Multiemployer Pension Reform The Giving Retirement Options for Workers Act | HOUSE OF REPRESENTATIVES,Pension Benefit Guaranty Corporation (PBGC),SENATE | 0 | 0 | 2023-01-18T17:17:54-05:00 |
| 2919380 | MR. DAN PERRIN 0e2fb7b6-b8a5-46c2-ba3d-8946b1f2bc16 | Q4 | MR. DAN PERRIN | 40033289 | OUR GENERATION | 2022 | fourth_quarter | RET | Reform Social Security Disability Insurance | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2023-01-18T20:40:15-05:00 |
| 2919935 | VAN SCOYOC ASSOCIATES 1bce8fdb-fdf6-4867-b69c-0c61d1c57c09 | Q4 | VAN SCOYOC ASSOCIATES | 39837 | PAYCHEX | 2022 | fourth_quarter | RET | S.4808, EARN Act, Retirement related issues H.R.2954, Securing a Strong Retirement Act of 2021, Retirement related issues S.4353, RISE & SHINE Act, Retirement related issues Public Law 117-328, Consolidated Appropriations Act, FY2023, Retirement related issues | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2023-01-19T08:12:21-05:00 |
| 2920001 | PENN AVENUE PARTNERS 252fca23-7b8d-4cc7-a920-fce72f0708e4 | Q4 | PENN AVENUE PARTNERS | 400918672 | BRIGHTHOUSE FINANCIAL, INC. | 2022 | fourth_quarter | RET | Retirement issues impacting Brighthouse Financial. H.R.2954 - SECURE 2.0. | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2023-01-19T08:29:30-05:00 |
| 2920095 | THE NEW ENGLAND COUNCIL 5cc6c584-20b4-4e2f-b011-2ea65c677651 | Q4 | THE NEW ENGLAND COUNCIL | 29106 | NEW ENGLAND COUNCIL | 2022 | fourth_quarter | RET | Securing a Strong Retirement Act of 2021, HR 2954 RISE & SHINE Act S. 4353 EARN Act S. 4808 FY 2023 Omnibus Appropriations Act HR 2617 | SENATE | 0 | 0 | 2023-01-19T08:37:57-05:00 |
| 2920269 | HARTFORD INSURANCE GROUP (FKA HARTFORD FINANCIAL SERVICES GROUP) 07f7e55e-24dc-4c03-a0cf-177d264c78c8 | Q4 | HARTFORD INSURANCE GROUP (FKA HARTFORD FINANCIAL SERVICES GROUP) | 17682 | HARTFORD INSURANCE GROUP (FKA HARTFORD FINANCIAL SERVICES GROUP) | 2022 | fourth_quarter | RET | None | 0 | 0 | 2023-01-19T09:05:34-05:00 | |
| 2920613 | DAVIS & HARMAN LLP 22de9bad-70e0-4fbe-b733-ceacb48f874a | Q4 | DAVIS & HARMAN LLP | 11674 | EDWARD JONES INVESTMENTS | 2022 | fourth_quarter | RET | Proposals related to small business retirement issues and retirement savings issues. SIMPLE IRAs. Issues related to automatic enrollment. Partnership tax issues. Required minimum distribution issues. Proposals to assist military spouses. Issues related to emergency savings. Proposals related to net investment income. S. 321, Retirement Security Act (116th Congress). H.R. 4117, IRA Preservation Act (116th Congress). H.R. 1453/S. 1273, Military Spouses Retirement Security Act. S. 1703, Improving Access to Retirement Savings Act. H.R. 8606, To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes, and for other purposes (116th Congress), S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act. S. 1233/H.R. 821, Small Business Tax Fairness and Compliance Simplification Act. H.R. 5376, Build Back Better Act. S. 2387, Small Business Tax Fairness Act. H.R. 7146/S. 1870, Enhancing Emergency and Retirement Savings Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act. H.R. 7310, Protecting Americas Retirement Security Act. H.R. 6782/S. 3712, Auto Reenrollment Act. S. 4353, RISE & SHINE Act. S. 4808, Enhancing American Retirement Now (EARN) Act. S.1272, SIMPLE Plan Modernization Act. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022. | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2023-01-19T10:00:13-05:00 |
| 2920680 | TRIBUTARY LLP ec2ec9f3-db85-4b04-a55b-ba726d84884c | Q4 | TRIBUTARY LLP | 319756 | CHRO ASSOCIATION (FKA HR POLICY ASSOCIATION) | 2022 | fourth_quarter | RET | RET10/11/2022Signon ad in support of SECURE 2.0 retirement legislation | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2023-01-19T10:11:26-05:00 |
| 2920743 | DAVIS & HARMAN LLP 28742995-3a22-4036-9563-04e166b2bce5 | Q4 | DAVIS & HARMAN LLP | 11674 | GIRL SCOUTS OF THE USA | 2022 | fourth_quarter | RET | Pension funding issues. PBGC related issues. H.R. 2954, Securing a Strong Retirement Act. S. 4808, Enhancing American Retirement Now (EARN) Act. S. 4353, RISE & SHINE Act. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022. | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2023-01-19T10:18:16-05:00 |
| 2920752 | DAVIS & HARMAN LLP ed2267de-69a1-4f61-bdf9-ea36e92b30fb | Q4 | DAVIS & HARMAN LLP | 11674 | TRANSAMERICA LIFE INSURANCE COMPANY | 2022 | fourth_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, including H.R. 982 and S. 354. S. 1770, Retirement Security and Savings Act. S. 1011, to modify the requirements for multiple employer plans, and for other purposes (116th Congress). S. 321, Retirement Security Act. H.R. 4523, the Automatic Retirement Plan Act (115th Congress). H.R. 4637, the SAVE Act (115th Congress). H.R. 4610/S. 3759, RETIRE Act (115th Congress). Issues related to e-notarization. H.R. 2741, Public Service Retirement Fairness Act. S. 1625, Securing and Enabling Commerce Using Remote and Electronic Notarization Act. S. 1703, Improving Access to Retirement Savings. H.R. 2954, Securing a Strong Retirement Act. H.R. 8606, To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes, and for other purposes (116th Congress). H.R. 423/H.R. 409, Emergency Pension Plan Relief Act. H.R. 1319, the American Rescue Plan Act. H.R. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act. H.R. 6912, Pooled Employer Plan Fix Act. H.R. 2741, Public Service Retirement Fairness Act of 2021. H.R. 7146/S. 1870, Enhancing Emergency and Retirement Savings Act. H.R. 7310, Protecting Americas Retirement Security Act. H.R. 6782/S. 3712, Auto Reenrollment Act. S. 4154, Simplifying Small Business Retirement Savings Act. S. 4153, Incentivizing Small Business Retirement Savings Act… | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2023-01-19T10:19:39-05:00 |
| 2920810 | GUIDEPOSTSTRATEGIES, LLC b125aeeb-db9e-47de-a63f-54f2a7cffff0 | Q4 | GUIDEPOSTSTRATEGIES, LLC | 401104428 | EQUIFAX, INC. | 2022 | fourth_quarter | RET | social security/general administration issues and data exchanges | HOUSE OF REPRESENTATIVES,Office of Management & Budget (OMB),SENATE,Social Security Administration (SSA) | 0 | 0 | 2023-01-19T10:26:03-05:00 |
| 2920860 | AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES 6d44d08f-43c6-4e63-a85c-449f63c3305b | Q4 | AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES | 3481 | AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES | 2022 | fourth_quarter | RET | H.R. 1319 - American Rescue Plan Act of 2021 H.R. 2617 - Consolidated Appropriations Act, 2023 H.R. 2796 - Family Attribution Modernization Act H.R. 2917 - Retirement Parity for Student Loans Act of 2021 H.R. 2927 - SAVE Act of 2021 H.R. 2954 - Securing a Strong Retirement Act of 2022 H.R. 3387 - Financial Factors in Selecting Retirement Plan Investments Act H.R. 5376 - Inflation Reduction Act of 2022 H.R. 5832 - Retirement Savings Lost and Found Act of 2021 H.R. 5891 - Retirement Improvement and Savings Enhancement (RISE) Act H.R. 6241 - Disaster Retirement Savings Act H.R. 6782 - Auto Reenroll Act of 2022 H.R. 7146 - Enhancing Emergency and Retirement Savings Act of 2022 H.R. 7310 - Protecting Americas Retirement Security Act H.R. 8125 - Starter-K Act of 2022 S. 1272 - SIMPLE Plan Modernization Act S. 1443 - Retirement Parity for Student Loans Act S. 1703 - Improving Access to Retirement Savings Act S. 1730 - Retirement Savings Lost and Found Act of 2021 S. 1762 - Financial Factors in Selecting Retirement Plan Investments Act S. 1770 - Retirement Security and Savings Act of 2021 S. 1870 - Enhancing Emergency and Retirement Savings Act of 2021 S. 2583 - Disaster Retirement Savings Act S. 3712 - Auto Reenroll Act of 2022 S. 3955 - Starter-K Act of 2022 S. 4086 - Increasing Small Business Retirement Choices Act S. 4353 - RISE & SHINE Act S. 4808 - EARN Act | HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),Securities & Exchange Commission (SEC),SENATE | 0 | 0 | 2023-01-19T10:33:35-05:00 |
| 2920905 | BUILDING AND CONSTRUCTION TRADES DEPT., AFL-CIO a29e432d-634c-44b8-82a4-7f81fddf1cb4 | Q4 | BUILDING AND CONSTRUCTION TRADES DEPT., AFL-CIO | 7383 | BUILDING AND CONSTRUCTION TRADES DEPT AFL-CIO | 2022 | fourth_quarter | RET | S.4086 - Increasing Small Business Retirement Choices Act - A bill to amend the Employee Retirement Income Security Act of 1974 to better enable plan sponsors to implement beneficial plan features. Entire Bill. Lobbied on pension reform. No bill number. | Commerce, Dept of (DOC),HOUSE OF REPRESENTATIVES | 0 | 0 | 2023-01-19T10:40:57-05:00 |
| 2921059 | DAVIS & HARMAN LLP 214852c4-7a2c-469b-bc8f-2b787acbfa2e | Q4 | DAVIS & HARMAN LLP | 11674 | STATE STREET BANK AND TRUST CO. | 2022 | fourth_quarter | RET | Issues related to expanding retirement coverage and adequacy, facilitating retirement income, and increasing retirement security. Issues related to qualifying longevity annuity contracts. Issues related to state law preemption. Proposals to reform the multiple employer plan rules. Issues related to default annuitization. H.R. 1907, Retirement Security for American Workers Act (116th Congress). Proposals related to environmental, social, and governance criteria in plan investments and proxy voting. Child Savings Accounts. H.R. 4523, the Automatic Retirement Plan Act (115th Congress). 403(b) investments. Annuity defaults. Annuity tax credits. S. 1770, Retirement Security and Savings Act. S. 1011, to modify the requirements for multiple employer plans, and for other purposes (116th Congress). S. 321, Retirement Security Act (116th Congress). H.R. 2741, Public Service Retirement Fairness Act. S. 1703, Improving Access to Retirement Savings. H.R. 2954, Securing a Strong Retirement Act. H.R. 8606, To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes, and for other purposes (116th Congress). H.R. 1319, the American Rescue Plan Act. H.R. 7146/S. 1870, Enhancing Emergency and Retirement Savings Act of 2021. H.R. 5376, Build Back Better Act. H.R. 2913, Encouraging Americans to Save Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act. H.R. 7310, Protecting Americas Retirement Security Act. H.R. 6782/S. 3712, Auto Reenrollment Act. H.R.2741, Public Service Retirement Fairness Act. S. 4808, Enhancing American Retirement Now (EARN) Act. S. 4353, RISE & SHINE Act. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022. | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2023-01-19T11:00:27-05:00 |
| 2921073 | DAVIS & HARMAN LLP 83c1f95e-34e3-4dbb-ab13-6fd770e2970f | Q4 | DAVIS & HARMAN LLP | 11674 | BROKER/DEALER COORDINATION GROUP | 2022 | fourth_quarter | RET | Issues related to the effect of the Department of Labor's fiduciary definition regulation and coordination of such regulation with SEC broker/dealer standard of care. Legislative proposals to address the fiduciary issue or the SEC standard of care. State fiduciary rules. | HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE | 0 | 0 | 2023-01-19T11:02:05-05:00 |
| 2921132 | MEHLMAN CONSULTING, INC. 73df82ee-3a18-4862-9a67-b71026597777 | Q4 | MEHLMAN CONSULTING, INC. | 284950 | NATIONAL ASSOCIATION OF PROFESSIONAL EMPLOYER ORGANIZATIONS | 2022 | fourth_quarter | RET | Issues impacting operations of a PEO. | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2023-01-19T11:06:58-05:00 |
| 2921155 | MEHLMAN CONSULTING, INC. 5d195e09-93bc-4134-be08-6c435d73ee18 | Q4 | MEHLMAN CONSULTING, INC. | 284950 | NORTHERN TRUST | 2022 | fourth_quarter | RET | Issues related to retirement security and the enhancement of 403(b) plans in H.R. 2954 - Securing a Strong Retirement Act of 2022, Enhancing American Retirement Now (Earn Act), and S. 4353 Retirement Improvement and Savings Enhancement to Supplement Healthy Investments for the Nest Egg (Rise & Shine Act). | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2023-01-19T11:10:59-05:00 |
| 2921337 | PETER TURZA 6515371c-219b-4d2a-95f6-52c2526a863b | Q4 | PETER TURZA | 401103236 | ABF FREIGHT SYSTEMS, INC. | 2022 | fourth_quarter | RET | Issues arising with respect to multiemployer pension plans and the obligations of contributing employers to such plans involving ERISA, the Internal Revenue Code, MPPAA, the PPA and subsequent legislative efforts including the Butch Lewis Act. | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2023-01-19T11:26:12-05:00 |
| 2921456 | DAVIS & HARMAN LLP 5ebc175b-f011-4698-b6a7-f222e7f5f7ad | Q4 | DAVIS & HARMAN LLP | 11674 | AMERICAN BENEFITS COUNCIL | 2022 | fourth_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 notarization. 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 through reform of plan loan rules. Proposals related to stable value investment offerings in defined contribution plans. Proposals related to phased retirement. Proposals related PBGC premiums. Proposals related to retirement target date funds. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans. Issues related to PBGC collections and PBGC disclosure and mediation issues. Proposals related to electronic disclosure of information under ERISA. Proposals regarding compliance of retirement plans. Issues related to Form 5500 filing and missing participants. Issues related to the use of brokerage windows in defined contribution plans. Proposals to reform the multiple employer plan rules. Proposals to modify required minimum distribution rules. Proposals that would modify limits on retirement plan contributions. Proposals related to stretch IRAs. Issues related to access to death master file. Issues related to government issued mortality tables. Proposals to amend the nondiscrimination provisions to protect older, longer service employee… | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2023-01-19T11:35:19-05:00 |
| 2921466 | DAVIS & HARMAN LLP 5fbe4dba-3c8c-45a0-a80d-adb7ca6bf1a1 | Q4 | DAVIS & HARMAN LLP | 11674 | LPL FINANCIAL | 2022 | fourth_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. H.R. 1938, Small Employer Retirement Savings Auto-Enrollment Credit Act (116th Congress). S. 1770, Retirement Security and Savings Act. S. 321, Retirement Security Act (116th Congress). S. 1272, SIMPLE Plan Modernization Act. H.R. 8083, Preserving Employee Retirement Savings Act (116th Congress). S. 1703, Improving Access to Retirement Savings. H.R. 2954, Securing a Strong Retirement Act. H.R. 8606, To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes, and for other purposes (116th Congress). S. 1233, Small Business Tax Fairness and Compliance Simplification Act. H.R. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act. S. 2387, Small Business Tax Fairness Act. H.R. 7146/S. 1870, Enhancing Emergency and Retirement Savings Act. H.R. 7310, Protecting Americas Retirement Security Act. H.R. 6782/S. 3712, Auto Reenrollment Act. S. 4808, Enhancing American Retirement Now (EARN) Act. S. 4353, RISE & SHINE Act. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022. | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2023-01-19T11:36:45-05:00 |
| 2921492 | DAVIS & HARMAN LLP b7334404-0152-4f86-b847-d615902feafd | Q4 | DAVIS & HARMAN LLP | 11674 | NATIONAL RURAL ELECTRIC COOPERATIVE ASSN | 2022 | fourth_quarter | RET | Proposals related to PBGC premiums. Proposals related to plan funding. Proposals to facilitate new growth of pension plans. Requirement for paper statements under ERISA. Proposals related to nondiscrimination testing of pension plans. Proposals related to defined benefit plan administration. Proposals related to Code Section 415 limit. Proposals related to employee tax credit for employer retirement contributions. Issues related to Internal Revenue Code Section 415. S. 1770, Retirement Security and Savings Act. S. 2352, Retirement Security Preservation Act (116th Congress). S. 2913/H.R. 5202, Protecting Critical Services for Mothers and Babies Act (116th Congress). S. 1625, Securing and Enabling Commerce Using Remote and Electronic Notarization Act. H.R. 8083, Preserving Employee Retirement Savings Act (116th Congress). S. 1703, Improving Access to Retirement Savings Act. H.R. 2954, Securing a Strong Retirement Act. H.R. 8606, To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes, and for other purposes (116th Congress). H.R. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act. H.R.6738, Retirement Tax Credit Parity for Cooperatives and Charities Act. S. 4808, Enhancing American Retirement Now (EARN) Act. S. 4353, RISE & SHINE Act. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022. | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2023-01-19T11:38:03-05:00 |
| 2921553 | NATIONAL AIR TRAFFIC CONTROLLERS ASSOCIATION e191bc8c-4b7f-42ca-97db-91ef5572045b | Q4 | NATIONAL AIR TRAFFIC CONTROLLERS ASSOCIATION | 26477 | NATIONAL AIR TRAFFIC CONTROLLERS ASSOCIATION | 2022 | fourth_quarter | RET | Air Traffic Control retirement eligibility. Controller staffing. Thrift Savings Plan, federal pensions. CIP, FERS/CSRS. Federal Employee Tax. FEHBP: Provisions relating to federal employees salaries, health benefits, and retirements. Impact of government shutdown on FAA workforce and the national airspace system. Merit Systems Protection Board. Retired military controllers. Air Traffic Controller Federal Employees Retirement System Supplemental Retirement. H.R. 1283 Continuity for Operators with Necessary Training Required for ATC Contract Towers Act of 2021: Provisions relating to eliminating hiring barriers for Contract air traffic control towers. S. 419 Continuity for Operators with Necessary Training Required for ATC Contract Towers Act of 2021: Provisions relating to eliminating hiring barriers for Contract air traffic control towers. Mandatory Retirement Age of Federal Employees including air traffic controllers. H.R. 82, Social Security Fairness Act: Provisions relating to the repeal of the Windfall Elimination Provision (WEP). S. 1302, Social Security Fairness Act: Provisions relating to the repeal of the Windfall Elimination Provision (WEP). H.R. 2337, the Public Servants Protection and Fairness Act: Provisions which would partially repeal and reform the Windfall Elimination Provision (WEP). H.R. 5834, the Equal Treatment of Public Servants Act: Provisions which would partially repeal and reform the Windfall Elimination Provision (WEP). H.R. 521/S. 129, the First Responder Fair RETIRE Act: This bill allows disabled federal first responders (including air traffic controllers) to continue receiving federal retirement benefits in the same manner as though they had not been disabled. | Federal Aviation Administration (FAA),HOUSE OF REPRESENTATIVES,SENATE,Transportation, Dept of (DOT) | 0 | 0 | 2023-01-19T11:43:30-05:00 |
| 2921607 | COVINGTON & BURLING LLP cd39d255-c500-435d-b31e-4b6eb750917f | Q4 | COVINGTON & BURLING LLP | 11195 | JOHN HANCOCK LIFE INSURANCE COMPANY (USA) (FKA JOHN HANCOCK FIN. SERVICES, INC.) | 2022 | fourth_quarter | RET | Retirement; long term care insurance. | 0 | 0 | 2023-01-19T11:46:11-05:00 | |
| 2921608 | DAVIS & HARMAN LLP 59ba2b96-34f9-4d62-b9c9-41b548c51df5 | Q4 | DAVIS & HARMAN LLP | 11674 | NATIONWIDE INSURANCE COMPANIES | 2022 | fourth_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. H.R. 4610/S. 3795, RETIRE Act (115th Congress). H.R. 1439, Increasing Access to a Secure Retirement Act (116th Congress). S. 1770, Retirement Security and Savings Act. S. 1011, to modify the requirements for multiple employer plans, and for other purposes (116th Congress). S. 321, Retirement Security Act (116th Congress). Proposals related to ETFs and variable annuities. H.R. 2951, To direct the Secretary of the Treasury to modify certain regulations relating to insurance dedicated exchange traded funds. S. 1703, Improving Access to Retirement Savings Act. H.R. 2954, Securing a Strong Retirement Act. H.R. 8606, To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes, and for other purposes (116th Congress). H.R. 1319, the American Rescue Plan Act. H.R. 7146/S. 1870, Enhancing Emergency and Retirement Savings Act. H.R. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act. H.R. 7310, Protecting Americas Retirement Security Act. H.R. 6782/S. 3712, Auto Reenrollment Act. H.R. 2741, Public Service Retirement Fairness Act. S. 4808, Enhancing American Retirement Now (EARN) Act. S. 4353, RISE & SHINE Act. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022. | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2023-01-19T11:46:18-05:00 |
| 2921628 | DAVIS & HARMAN LLP 27af97da-4e87-4611-82ac-448861dc3e26 | Q4 | DAVIS & HARMAN LLP | 11674 | FMR LLC | 2022 | fourth_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. S. 1770, Retirement Security and Savings Act. S. 1011, to modify the requirements for multiple employer plans, and for other purposes (116th Congress). H.R. 4610/S. 3795, RETIRE Act. S. 1272, SIMPLE Plan Modernization Act. S. 321, Retirement Security Act (116th Congress). Issues related to e-notarization. S. 1443/H.R. 2917, Retirement Parity for Student Loans Act. S. 1625, Securing and Enabling Commerce Using Remote and Electronic Notarization Act. S. 1703, Improving Access to Retirement Savings. H.R. 2954, Securing a Strong Retirement Act. H.R. 8606, To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes, and for other purposes (116th Congress). H.R. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act. H.R. 7146/S. 1870, Enhancing Emergency and Retirement Savings Act. H.R. 7310, Protecting Americas Retirement Security Act. H.R. 6782/S. 3712, Auto Reenrollment Act. S. 4808, Enhancing American Retirement Now (EARN) Act. S. 4353, RISE & SHINE Act. S. 4147/H.R. 7860, Financial Freedom Act. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022. | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2023-01-19T11:48:04-05:00 |
| 2921638 | DAVIS & HARMAN LLP c33328da-3d01-4bc1-b202-0b938bec7f1f | Q4 | DAVIS & HARMAN LLP | 11674 | WILLIS NORTH AMERICA INC | 2022 | fourth_quarter | RET | Issues related to government issued mortality tables. Issues related to tax incentives for retirement savings. Retirement assumption issues. Work regarding 15% pension minimum tax issue. S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act. H.R. 5376, Build Back Better Act. H.R. 7146/S. 1870, Enhancing Emergency and Retirement Savings Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act. H.R. 7310, Protecting Americas Retirement Security Act. H.R. 6782/S. 3712, Auto Reenrollment Act. S. 4808, Enhancing American Retirement Now (EARN) Act. S. 4353, RISE & SHINE Act. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022. | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2023-01-19T11:49:08-05:00 |
| 2921802 | JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) cd4d9c49-82e1-4e7f-a3b9-15e58d011d34 | Q4 | JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) | 17454 | JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) | 2022 | fourth_quarter | RET | H.R.2954, Securing a Strong Retirement Act of 2021. | HOUSE OF REPRESENTATIVES | 0 | 0 | 2023-01-19T12:01:47-05:00 |
| 2922073 | WILLIAMS AND JENSEN, PLLC ca05de27-0959-40ca-8246-72fbd5453d10 | Q4 | WILLIAMS AND JENSEN, PLLC | 41454 | THE VANGUARD GROUP, INC. | 2022 | fourth_quarter | RET | Retirement and savings issues, generally; Securing a Strong Retirement Act of 2021 (H.R. 2954). Retirement Security & Savings Act (S. 1770). S. 4808, the Enhancing American Retirement Now (EARN) Act, and S. 4353, the RISE and SHINE Act, Division T of the Consolidated Appropriations Act, 2023 (H.R. 2617, P.L. 117-328). | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2023-01-19T12:30:31-05:00 |
| 2922138 | INVARIANT LLC 541c3047-36c7-4ddb-9bdf-45060268fb4f | Q4 | INVARIANT LLC | 314237 | EDWARD D. JONES & CO., L.P. | 2022 | fourth_quarter | RET | Monitor retirement issues, including H.R. 2954, Securing a Strong Retirement Act of 2021, and S. 1770, Retirement Security and Savings Act. | HOUSE OF REPRESENTATIVES,SENATE | 0 | 0 | 2023-01-19T12:43:32-05:00 |
Advanced export
JSON shape: default, array, newline-delimited, object
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,
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);