1st Quarter - Report

BLACKROCK FUNDS SERVICES GROUP, LLC for BLACKROCK FUNDS SERVICES GROUP LLC

Firm
Client
Income
—
Expenses
$680,000
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.

Retirement RET

Issues related to fiduciary standards, retirement security and savings, including related tax reforms, retirement income products and retirement income disclosures

LobbyistCovered position, as disclosed
KATHRYN FULTON —
JOANNE MEDERO —
BARBARA NOVICK —

Contacted: Federal Housing Finance Agency (FHFA); Securities & Exchange Commission (SEC); HOUSE OF REPRESENTATIVES; Commodity Futures Trading Commission (CFTC); Federal Reserve System; Office of the Vice President of the United States; Labor, Dept of (DOL); SENATE; Treasury, Dept of; Executive Office of the President (EOP)

Banking BAN

Dodd-Frank implementation including Volcker Rule; HR 5963,CHOICE Act;housing finance, including securitization; infrastructure financing, GSE reform, US capital market structure

LobbyistCovered position, as disclosed
KEVIN GERALD CHAVERS —
KATHRYN FULTON —
JOANNE MEDERO —
BARBARA NOVICK —
ALEXIS ROSENBLUM —

Contacted: Office of the Vice President of the United States; Commodity Futures Trading Commission (CFTC); Securities & Exchange Commission (SEC); Treasury, Dept of; Federal Reserve System; HOUSE OF REPRESENTATIVES; Federal Housing Finance Agency (FHFA); Executive Office of the President (EOP); Labor, Dept of (DOL); SENATE

Bills named: H.R. 5963 (115th)

Financial Institutions/Investments/Securities FIN

Financial regulatory reform/Dodd-Frank implementation including reviews mandated by Executive Order; OTC derivatives; CCPs (central clearing parties); data reporting harmonization, including international; liquidity risk management and stress testing. Issues related to systemic risk (including designation process), housing finance; US capital markets structure; exchange traded funds; e-delivery for mutual funds and fiduciary standards

LobbyistCovered position, as disclosed
KEVIN GERALD CHAVERS —
KATHRYN FULTON —
JOANNE MEDERO —
BARBARA NOVICK —
ALEXIS ROSENBLUM New —

Contacted: Federal Housing Finance Agency (FHFA); Office of the Vice President of the United States; Commodity Futures Trading Commission (CFTC); Federal Reserve System; Treasury, Dept of; Executive Office of the President (EOP); Labor, Dept of (DOL); SENATE; HOUSE OF REPRESENTATIVES; Securities & Exchange Commission (SEC)

Taxation/Internal Revenue Code TAX

Issues related to tax reform, including retirement savings incentives, mutual funds, FTT, individual and corporate taxes

LobbyistCovered position, as disclosed
KATHRYN FULTON —
JOANNE MEDERO —
BARBARA NOVICK —

Contacted: HOUSE OF REPRESENTATIVES; Federal Housing Finance Agency (FHFA); Commodity Futures Trading Commission (CFTC); SENATE; Office of the Vice President of the United States; Labor, Dept of (DOL); Federal Reserve System; Treasury, Dept of; Securities & Exchange Commission (SEC); Executive Office of the President (EOP)

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.