3rd Quarter - Report — THE ERISA INDUSTRY COMMITTEE for ERISA INDUSTRY COMMITTEE (2011)

Firm

THE ERISA INDUSTRY COMMITTEE

Client

ERISA INDUSTRY COMMITTEE

Income

—

Expenses

$200,000

Expense method

C: businesses, Internal Revenue Code section 162(e)

What was lobbied

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

Health Issues HCR

Public Law 111-148/H.R. 3590, Patient Protection and Affordable Care Act, related regulations.

Lobbyist	Covered position, as disclosed
MARK J UGORETZ	—
GRETCHEN YOUNG	—

Contacted: Health & Human Services, Dept of (HHS); SENATE; Internal Revenue Service (IRS); Treasury, Dept of; Pension Benefit Guaranty Corporation (PBGC); Labor, Dept of (DOL); HOUSE OF REPRESENTATIVES

Bills named: H.R. 3590 (112th)

Retirement RET

PBGC Technical Update 10-2, elections of the alternative premium funding target (APFT)the Box 5/Box 7 issue; Obama Administrations deficit reduction proposal, PBGC Premium Authority; Prop. Reg. 1.411(a)(13)-1(b)(2)(i)-(ii), (b)(3)(v), Hybrid Plan issues. H.R. 4173, Dodd-Frank Wall Street Reform and Consumer Protection Act of 2010, major swap participation issues; FAB 2006-03, Expand Safe Harbor for Electronic Distribution of Participant-Level Disclosure; DOL Proposal to extend the applicability dates of the interim final rule concerning fiduciary-level fee disclosure (29 C.F.R. 2550.408b-2(c)) and the final rule concerning participant-level disclosure (29 C.F.R. 2550.404a-5; Proposed Bank Secrecy Act of 1970 regulations to exempt employee benefit plans from foreign account reporting requirements; Proposed regulations and general issues: Ryan budget proposal; cash balance plans, hybrid plans; lifetime income options for participants and beneficiaries in retirement plans, suspension of benefits notice requirements, cash balance plan regulations; and defined benefit plans.

Lobbyist	Covered position, as disclosed
KATHRYN RICARD	—
MARK J UGORETZ	—

Contacted: Pension Benefit Guaranty Corporation (PBGC); HOUSE OF REPRESENTATIVES; Health & Human Services, Dept of (HHS); Treasury, Dept of; Internal Revenue Service (IRS); Labor, Dept of (DOL); SENATE

Bills named: H.R. 4173 (112th)

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.