3rd Quarter - Report

DAVIS & HARMAN LLP for LINCOLN NATIONAL CORPORATION

Firm
Client
Income
$10,000
Expenses
—

What was lobbied

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

Retirement RET

Comprehensive pension and retirement savings legislation. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Issues related to paid family, sick, and medical leave. Issues related to lifetime income proposals. Issues related to disclosure of longevity risk. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress).

LobbyistCovered position, as disclosed
CHRIS L GASTON Chief of Staff, Rep. Rush Holt
KENT A MASON —
BARBARA A. PATE —
CRAIG R SPRINGFIELD —

Contacted: HOUSE OF REPRESENTATIVES; SENATE

Bills named: H.R. 2617 (118th)

Taxation/Internal Revenue Code TAX

Comprehensive pension and retirement savings legislation. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Issues related to paid family, sick, and medical leave. Issues related to lifetime income proposals. Issues related to disclosure of longevity risk. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress).

LobbyistCovered position, as disclosed
CHRIS L GASTON Chief of Staff, Representative Rush Holt
KENT A MASON —
BARBARA A. PATE —
CRAIG R SPRINGFIELD —

Contacted: HOUSE OF REPRESENTATIVES; SENATE

Bills named: H.R. 2617 (118th)

Financial Institutions/Investments/Securities FIN

Expansion of investment options for 403(b) plans. Issues regarding SEC's liquidity and swing pricing proposal. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). H.R. 3063/S. 4917, Retirement Fairness for Charities and Educational Institutions Act.

LobbyistCovered position, as disclosed
CHRIS L GASTON —
KENT A MASON —
BARBARA A. PATE —
CRAIG R SPRINGFIELD —

Contacted: HOUSE OF REPRESENTATIVES; SENATE

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