1st Quarter - Report

TIAA for TIAA

Firm
Client
Income
—
Expenses
$560,000
Expense method
A: Lobbying Disclosure Act definitions

What was lobbied

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

Retirement RET

Retirement Security as in the following bills: - Retirement Security and Savings Act (S. 1770) - Retirement Parity for Student Loans Act (H.R. 2917 & S. 1443) - The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) - Securing a Strong Retirement Act (H.R. 2954) - Lifetime Income for Employees Act (6746) - Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 3644) - Enhancing Emergency and Retirement Savings Act (S. 1870 / H.R. 7146) - Financial Factors in Selecting Retirement Plan Investments Act (S. 1762/ H.R. 3387) - Womens Pension Protection Act (S. 2446) - Retirement Improvement and Savings Enhancement Act (H.R. 5891) - Auto Reenroll Act of 2022 (S. 3712 / H.R. 6782) Providing Lifetime Income Illustrations on Retirement Benefit Statements Defined Contribution Retirement Plan Design and Modernization Fiduciary Concerns Related to Advice and Education in Retirement Plans Electronic Delivery of Plan Documents Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Qualified Default Investment Alternatives (QDIA) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Portability of Annuities in Defined Contribution Plans Automatic IRA/401(k) Retirement Plans Collective Investment Trusts in 403(b) Plans Multiple Employer Plans Student Loans Remote Notarization General Account Products ESG Investments Proxy Voting Emergency Savings Build Back Better Act (HR 5376)

LobbyistCovered position, as disclosed
JILL BROWN —
LARRY M CHADWICK —
BRET HESTER New Chief Counsel to Senator Joe Lieberman and as Senior Advisor, Counsel, and Acting Deputy Assistant Secretary in the Department of Treasury - Obama Administration
CHRISTOPHER SPENCE —

Contacted: Treasury, Dept of; Labor, Dept of (DOL); HOUSE OF REPRESENTATIVES; Securities & Exchange Commission (SEC); SENATE

Bills named: S. 1762 (117th), H.R. 2954 (117th), H.R. 5376 (117th), H.R. 7146 (117th), H.R. 6782 (117th), S. 3712 (117th), H.R. 2917 (117th), H.R. 5891 (117th), S. 2446 (117th), H.R. 3644 (117th), S. 1443 (117th), S. 1770 (117th), S. 1870 (117th), H.R. 3387 (117th), H.R. 1994 (117th)

Financial Institutions/Investments/Securities FIN

ESG Disclosure Simplification Act of 2021 (H.R. 1187) Diversity and Inclusion ESG Investing Closed End Funds Increasing Investor Opportunities Act (H.R. 4262) Build Back Better Act (HR 5376) LIBOR

LobbyistCovered position, as disclosed
JILL BROWN —
LARRY M CHADWICK —
BRET HESTER New Chief Counsel to Senator Joe Lieberman and as Senior Advisor, Counsel, and Acting Deputy Assistant Secretary in the Department of Treasury - Obama Administration
CHRISTOPHER SPENCE —

Contacted: Securities & Exchange Commission (SEC); HOUSE OF REPRESENTATIVES; Federal Reserve System; SENATE; Treasury, Dept of

Bills named: H.R. 5376 (117th), H.R. 4262 (117th), H.R. 1187 (117th)

Taxation/Internal Revenue Code TAX

Student Loans - American Rescue Plan (H.R. 1319) - Retirement Parity for Student Loans Act (H.R. 2917 & S. 1443) Remote Notarization - SECURE Notarization Act (H.R. 3962/S. 1625) 7702/Ordinary Tax Treatment for Bonds Emergency Savings - Enhancing Emergency and Retirement Savings Act (S. 1870 / H.R. 7146) Build Back Better Act (HR 5376)

LobbyistCovered position, as disclosed
JILL BROWN —
LARRY M CHADWICK —
BRET HESTER New Chief Counsel to Senator Joe Lieberman and as Senior Advisor, Counsel, and Acting Deputy Assistant Secretary in the Department of Treasury - Obama Administration
CHRISTOPHER SPENCE —

Contacted: HOUSE OF REPRESENTATIVES; Treasury, Dept of; SENATE

Bills named: S. 1443 (117th), H.R. 1319 (117th), H.R. 7146 (117th), S. 1625 (117th), H.R. 2917 (117th), H.R. 5376 (117th), H.R. 3962 (117th), S. 1870 (117th)

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.