DAVIS & HARMAN LLP for TIAA
What was lobbied
4 issue areas, each in the filer's own words, with who lobbied on it and where.
Financial Institutions/Investments/Securities FIN
Proposals to provide a benefit plan and section 529 college savings plan carve-out from H.R. 3126, Consumer Financial Protection Agency Act and H.R. 4173, Wall Street Reform and Consumer Protection Act.
| Lobbyist | Covered position, as disclosed |
|---|---|
| JAMES M DELAPLANE | — |
Taxation/Internal Revenue Code TAX
Proposals to reform 529 college savings plans, including H.R.1/S.1, the American Recovery and Reinvestment Act of 2009 and H.R.1351, the Savings Enhancement for Education in College Act.
| Lobbyist | Covered position, as disclosed |
|---|---|
| JAMES M DELAPLANE | — |
Retirement RET
Proposals to reform the defined contribution plan system, including proposals related to inclusion of income options in defined contribution plans. Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including automatic IRAs. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans form small business. Proposals to expand the Savers Credit, including H.R. 1961, Savings for American Families Future Act. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. H.R. 4126, Retirement Fairness Act.
| Lobbyist | Covered position, as disclosed |
|---|---|
| JAMES M DELAPLANE | — |
| BARBARA A. PATE | — |
Health Issues HCR
Proposals related to the tax treatment of domestic partner health benefits, including H.R. 2625/S. 1153, Tax Equity for Health Plan Beneficiaries Act.
| Lobbyist | Covered position, as disclosed |
|---|---|
| JAMES M DELAPLANE | — |
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.