3rd Quarter - Report

TIAA for TIAA

Period 3rd Quarter 2026 Filed Oct 20, 2026 Signed by Christopher Spence

Official filing
Firm
TIAA
Client
TIAA
Income
—
Expenses
$580,000
Expense method
A: Lobbying Disclosure Act definitions

What was lobbied

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

Retirement RET

- Access to Lifetime Income Investment/Distribution Options on Retirement Plan Menus - Access to Workplace Retirement Plans o Automatic IRA Act of 2025 (H.R. 6722) - Retirement Income Education - Providing parity for investment options in 403(b) plans o Retirement Fairness for Charities and Educational Institutions Act (H.R.1013, S. 424); o INVEST Act of 2025 (H.R. 3383) - Helping Young Americans Save for Retirement Act (H.R. 4718, S. 1707) - Auto Reenroll Act (S. 1831, H.R. 6729) - Independent Retirement Fairness Act (S. 2217) - Retirement Simplification and Clarity Act of 2025 (H.R. 6324, S. 5156) - Retirement Investment in Small Employers (RISE) Act (S. 1840, H.R. 8837) - Lowering Costs for Caregivers Act. (S. 1565, H.R. 138)

LobbyistCovered position, as disclosed
JIM JOHNSON —
CHRISTOPHER SPENCE —

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

Bills named: H.R. 6324 (119th), S. 1840 (119th), S. 1831 (119th), H.R. 8837 (119th), H.R. 3383 (119th), S. 1707 (119th), H.R. 4718 (119th), S. 2217 (119th), H.R. 138 (119th), S. 5156 (119th), H.R. 1013 (119th), H.R. 6729 (119th), S. 424 (119th), S. 1565 (119th), H.R. 6722 (119th)

Financial Institutions/Investments/Securities FIN

Closed End Funds o Increasing Investor Opportunities Act; INVEST Act of 2025 (H.R. 3383) Providing parity for investment options in 403(b) plans o Retirement Fairness for Charities and Educational Institutions Act (H.R. 1013, S. 424); INVEST Act of 2025 (H.R. 3383)

LobbyistCovered position, as disclosed
JIM JOHNSON —
CHRISTOPHER SPENCE —

Contacted: SENATE; Securities & Exchange Commission (SEC); Treasury, Dept of; Natl Economic Council (NEC); HOUSE OF REPRESENTATIVES

Bills named: H.R. 3383 (119th), H.R. 1013 (119th), S. 424 (119th)

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.