4th Quarter - Amendment

DAVIS & HARMAN LLP for VANGUARD GROUP

Firm
Client
Income
—
Expenses
—

No amount is shown when the filer reports less than $5,000 for the period, which the form does not ask them to state.

Versions of this report

Every filing the register holds for this firm, client and period, oldest first. The most recent one is the version LegiList counts.

Filing Filed Amount Counted
4th Quarter - Report Jan 14, 2025 — Replaced
4th Quarter - Amendment (this page) Jan 14, 2025 — Yes

What was lobbied

3 issue areas, each in the filer's own words, with who lobbied on it and where.

Financial Institutions/Investments/Securities FIN

SEC hard close and swing pricing proposal. Expansion of investment options for 403(b) plans, including: H.R. 3063/S. 4917, Retirement Fairness for Charities and Educational Institutions Act.

LobbyistCovered position, as disclosed
CHRIS L GASTON Chief of Staff, Rep. Rush Holt
MICHAEL L HADLEY —
KENT A MASON —
ADAM MCMAHON —

Contacted: HOUSE OF REPRESENTATIVES; SENATE

Bills named: S. 4917 (118th), H.R. 3063 (118th)

Taxation/Internal Revenue Code TAX

Issues related to tax incentives for retirement savings. Issues related to employee benefit plan investments and administration, and electronic delivery of ERISA-mandated statements and disclosures. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). S. 2517, Auto Reenroll Act of 2023. IRA QDIA Proposal.

LobbyistCovered position, as disclosed
CHRIS L GASTON Chief of Staff, Rep. Rush Holt
MICHAEL L HADLEY —
KENT A MASON —
ADAM MCMAHON —

Contacted: SENATE; HOUSE OF REPRESENTATIVES

Bills named: H.R. 2617 (118th), S. 2517 (118th)

Retirement RET

Issues related to tax incentives for retirement savings. Issues related to employee benefit plan investments and administration, and electronic delivery of ERISA-mandated statements and disclosures. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). S. 2517, Auto Reenroll Act of 2023. IRA QDIA Proposal.

LobbyistCovered position, as disclosed
CHRIS L GASTON Chief of Staff, Rep. Rush Holt
MICHAEL L HADLEY —
KENT A MASON —
ADAM MCMAHON —

Contacted: HOUSE OF REPRESENTATIVES; SENATE

Bills named: S. 2517 (118th), H.R. 2617 (118th)

Shown as published by the Senate Office of Public Records and the House Clerk under the Lobbying Disclosure Act. The official filing is the record; open it for the full form.