INVESTMENT COMPANY INSTITUTE for INVESTMENT COMPANY INSTITUTE
What was lobbied
4 issue areas, each in the filer's own words, with who lobbied on it and where.
Budget/Appropriations BUD
H.R. 244 - Consolidated Appropriations Act, 2017 FY 2018 Financial Services and General Government Appropriations Act
| Lobbyist | Covered position, as disclosed |
|---|---|
| DONALD C AUERBACH | — |
| DEAN R SACKETT | — |
Financial Institutions/Investments/Securities FIN
H.R. 10 - Financial CHOICE Act of 2017 (Hensarling) H.R. 910 - Fair Access to Investment Research Act of 2017 (Hill) H.R. 1219 - Supporting America's Innovators Act of 2017 (McHenry) H.R. 1366 - US Territories Investor Protection Act of 2017 (Velazquez) H.R. 2319 - Consumer Financial Choice and Capital Markets Protection Act of 2017 (Rothfus) S. 223 - Senior Safe Act of 2017 (Collins) S. 327 - Fair Access to Investment Research Act of 2017 (Heller) S. 1117 - Consumer Financial Choice and Capital Markets Protection Act of 2017 (Toomney) Financial Stability Board Electronic Delivery of Mutual Fund Shareholder Reports CFTC Rule 4.5 Exchange-Traded Funds US Equity Market Structure Volcker Rule Antitrust Implications of Common Ownership Proxy Advisory Services Proxy Voting by Mutual Funds MiFID II SEC standards of conduct for investment advisers and broker-dealers
| Lobbyist | Covered position, as disclosed |
|---|---|
| DONALD C AUERBACH | — |
| ANDREW GOLDENBAUM New | — |
| PETER J GUNAS | — |
| DEAN R SACKETT | — |
Taxation/Internal Revenue Code TAX
S. 940 - Shrinking Emergency Account Losses Act of 2017 (Enzi) S. 1005 - Modernization of Derivatives Tax Act of 2017 (Wyden) Preserving Retirement Savings Tax Incentives International Regulated Investment Company Tax-Exemption for Municipal Bond Interest ABLE Programs
| Lobbyist | Covered position, as disclosed |
|---|---|
| DONALD C AUERBACH | — |
| ELENA CHISM | — |
| KAREN LAU GIBIAN | — |
| ANDREW GOLDENBAUM New | — |
| PETER J GUNAS | — |
| ALLEN HUFFMAN | — |
| DEAN R SACKETT | — |
Retirement RET
H.R. 854 - Retirement Security for American Workers Act (Buchanan) H.R. 2823 - Affordable Retirement Advice for Savers Act (Roe) H.J. Res. 66 - Disapproving the DOL Rule on savings arrangements established by States (Walberg) S. 1321 - Affordable Retirement Advice Protection Act (Isakson) DOL Fiduciary Rule Retirement Plan Coverage Proposals Lifetime Income Disclosure Electronic Delivery of Retirement Plan Participant Information QDIAs
| Lobbyist | Covered position, as disclosed |
|---|---|
| DONALD C AUERBACH | — |
| ELENA CHISM | — |
| ANDREW GOLDENBAUM New | — |
| PETER J GUNAS | — |
| ALLEN HUFFMAN | — |
| DEAN R SACKETT | — |
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.