DAVIS & HARMAN LLP for TIAA
What was lobbied
3 issue areas, each in the filer's own words, with who lobbied on it and where.
Retirement RET
Issues related to tax incentives for retirement savings. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase annuitization within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. Proposals that would consolidate various retirement and IRA types. Issues related to electronic notarization. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). H.R. 3942, Lifetime Income for Employees Act.
| Lobbyist | Covered position, as disclosed |
|---|---|
| CHRIS L GASTON | Chief of Staff, Rep. Rush Holt |
| MICHAEL L HADLEY | — |
| KENT A MASON | — |
| ADAM MCMAHON | — |
| BARBARA A. PATE | — |
Taxation/Internal Revenue Code TAX
Issues related to tax incentives for retirement savings. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase annuitization within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. Proposals that would consolidate various retirement and IRA types. Issues related to electronic notarization. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). H.R. 3942, Lifetime Income for Employees Act.
| Lobbyist | Covered position, as disclosed |
|---|---|
| CHRIS L GASTON | Chief of Staff, Rep. Rush Holt |
| MICHAEL L HADLEY | — |
| KENT A MASON | — |
| ADAM MCMAHON | — |
| BARBARA A. PATE | — |
Financial Institutions/Investments/Securities FIN
Issues regarding SEC's liquidity and swing pricing proposal. Expansion of investment options for 403(b) plans, including: H.R. 3063, Retirement Fairness for Charities and Educational Institutions Act.
| Lobbyist | Covered position, as disclosed |
|---|---|
| CHRIS L GASTON | Chief of Staff, Rep. Rush Holt |
| MICHAEL L HADLEY | — |
| KENT A MASON | — |
| ADAM MCMAHON | — |
| BARBARA A. PATE | — |
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.