2nd Quarter - Report

DAVIS & HARMAN LLP for MISSIONSQUARE RETIREMENT

Firm
Client
Income
$10,000
Expenses
—

What was lobbied

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

Retirement RET

Proposals related to retirement and retiree health savings and collective investment trusts. Proposals related to governmental 457(b) plans. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress), related to the Roth catch-up contribution provision, and pension linked emergency savings accounts.

LobbyistCovered position, as disclosed
CHRIS L GASTON Chief of Staff, Rep. Rush Holt
MICHAEL L HADLEY —
ADAM MCMAHON —

Contacted: SENATE; HOUSE OF REPRESENTATIVES

Bills named: H.R. 2617 (119th)

Taxation/Internal Revenue Code TAX

Proposals related to retirement and retiree health savings and collective investment trusts. Proposals related to governmental 457(b) plans. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress), related to the Roth catch-up contribution provision, and pension linked emergency savings accounts. H.R. 1.

LobbyistCovered position, as disclosed
CHRIS L GASTON Chief of Staff, Rep. Rush Holt
MICHAEL L HADLEY —
ADAM MCMAHON —

Contacted: SENATE; HOUSE OF REPRESENTATIVES

Bills named: H.R. 2617 (119th), H.R. 1 (119th)

Financial Institutions/Investments/Securities FIN

Expansion of investment options for 403(b) plans, including: H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act. H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act.

LobbyistCovered position, as disclosed
CHRIS L GASTON Chief of Staff, Rep. Rush Holt
MICHAEL L HADLEY —
ADAM MCMAHON —

Contacted: HOUSE OF REPRESENTATIVES; SENATE

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