2nd Quarter - Report — TIAA for TIAA (2009)

Firm

TIAA

Client

TIAA

Income

—

Expenses

$340,000

Expense method

A: Lobbying Disclosure Act definitions

What was lobbied

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

Taxation/Internal Revenue Code TAX

Auto-IRA Proposals Saver's Credit Expansion Dividend Tax; Corporate Owned Life Insurance HR 2625/S 1153 - Tax Equity for Health Plan Beneficiaries Act

Lobbyist	Covered position, as disclosed
KATHRYN L ANDERSON	—
BROOKE CHAMBERS	—
SUE DILANDRO	—
DANIEL J KENIRY	—

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

Bills named: H.R. 2625 (111th)

Insurance INS

HR 1880 - National Insurance Consumer Protection Act HR 2609 - Insurance Information Act

Lobbyist	Covered position, as disclosed
KATHRYN L ANDERSON	—
BROOKE CHAMBERS	—
SUE DILANDRO	—
DANIEL J KENIRY	—

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

Bills named: H.R. 2609 (111th), H.R. 1880 (111th)

Financial Institutions/Investments/Securities FIN

HR 977 - Derivatives Markets Transparency and Accountability Act of 2009 HR 1106 - Helping Families Save Their Homes Act of 2009 HR 1728 - Mortgage Reform and Anti-Predatory Lending Act Mark-to-Market Accounting Governmental Stabilization Efforts Mortgage Lending Reform Sudan Divestment Term Asset-Backed Securities Loan Facility (TALF) HR 2454 - American Clean Energy and Security Act S 61 - Helping Families Save Their Homes in Bankruptcy Act of 2009 Target Date Funds S 1074 - Shareholder Bill of Rights Act of 2009 Administration proposal - "Financial Regulatory Reform: A New Foundation"

Lobbyist	Covered position, as disclosed
KATHRYN L ANDERSON	—
BROOKE CHAMBERS	—
SUE DILANDRO	—
DANIEL J KENIRY	—

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

Bills named: H.R. 977 (111th), H.R. 2454 (111th), H.R. 1106 (111th), H.R. 1728 (111th)

Retirement RET

S 401 - Defined Contribution Fee Disclosure Act of 2009 Retirement Security Separate Account Prohibited Transaction Exemptions 5500 Reporting Auto-Enroll Auto-Escalate Fee Transparency Auto-IRA HR 1988 - Conflicted Investment Advice Prohibition Act of 2009 HR 2779 - Defined Contribution Plan Fee Transparency Act of 2009 HR 2989 - 401(k) Fair Disclosure and Pension Security Act of 2009 Retiree Healthcare

Lobbyist	Covered position, as disclosed
KATHRYN L ANDERSON	—
BROOKE CHAMBERS	—
SUE DILANDRO	—
DANIEL J KENIRY	—

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

Bills named: H.R. 2779 (111th), H.R. 1988 (111th), H.R. 2989 (111th)

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.