Year-End Report — TIAA for TIAA (2007)

Firm

TIAA

Client

TIAA

Income

—

Expenses

$780,000

What was lobbied

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

Financial Institutions/Investments/Securities FIN

S 1430/HR 2347 To authorize State and local governments to direct divestment from, and prevent investment in, companies with investments of $20,000,000 or more in Irans energy sector; HR 180 To require the identification of companies that conduct business operations in Sudan, to prohibit United State Government contracts with such companies; 401(k) fee disclosure

Lobbyist	Covered position, as disclosed
KATHRYN L ANDERSON	N/A
BROOKE CHAMBERS	DIRECTOR OF LEGISLATIVE CORRESPONDENCE
SUE DILANDRO	N/A
DANIEL J KENIRY	N/A
DANIELLE MAURER	N/A
DAMIEN M MCANDREWS	N/A

Contacted: White House Office; Education, Dept of; Treasury, Dept of; SENATE; Commerce, Dept of (DOC); HOUSE OF REPRESENTATIVES

Bills named: H.R. 180 (110th), H.R. 2347 (110th)

Insurance INS

HR 2761 Terrorism Risk Insurance & Extension Act of 2007; HR 3200/S 40 National Insurance Act of 2007

Lobbyist	Covered position, as disclosed
KATHRYN L ANDERSON	N/A
BROOKE CHAMBERS	DIRECTOR OF LEGISLATIVE CORRESPONDENCE
SUE DILANDRO	N/A
DANIEL J KENIRY	N/A
DANIELLE MAURER	N/A
DAMIEN M MCANDREWS	N/A

Contacted: Education, Dept of; Commerce, Dept of (DOC); SENATE; White House Office; HOUSE OF REPRESENTATIVES; Treasury, Dept of

Bills named: H.R. 2761 (110th), H.R. 3200 (110th)

Taxation/Internal Revenue Code TAX

HR 878/S 601 - Simplification through additional Reporting Act; HR 2834 To amend the IRS Code of 1986 to treat income received by partners for performing investment management services as ordinary income received for the performance of services; S 681 - Stop Tax Haven Abuse Act; HR 2136 - Stop Tax Haven Abuse Act; HR 2419 - Farm, Nutrition, and Bioenergy Act of 2007;

Lobbyist	Covered position, as disclosed
KATHRYN L ANDERSON	N/A
BROOKE CHAMBERS	DIRECTOR OF LEGISLATIVE CORRESPONDENCE
SUE DILANDRO	N/A
DANIEL J KENIRY	N/A
DANIELLE MAURER	N/A
DAMIEN M MCANDREWS	N/A

Contacted: Education, Dept of; SENATE; Commerce, Dept of (DOC); White House Office; Treasury, Dept of; HOUSE OF REPRESENTATIVES

Bills named: H.R. 2136 (110th), H.R. 878 (110th), H.R. 2419 (110th), H.R. 2834 (110th)

Retirement RET

HR 2167/S 1141 Automatic IRA Act of 2007; HR 1419/S 819 Public Good IRA Rollover Act of 2007; S 1288 Womens Retirement Security Act of 2007; 403 (b) regulatory guidance (RIN 1545-BB64/REG-155608-02); Pension reform technical corrections; S 1010 - Retirement Security of Life Act of 2007; proposed revisions to Form 5500 (RIN 1210-AB06); Retiree healthcare issues; default investment alternatives (RIN 1210AB10); investment advice; international pension issues

Lobbyist	Covered position, as disclosed
KATHRYN L ANDERSON	N/A
BROOKE CHAMBERS	DIRECTOR OF LEGISLATIVE CORRESPONDENCE
SUE DILANDRO	N/A
DANIEL J KENIRY	N/A
DANIELLE MAURER	N/A
DAMIEN M MCANDREWS	N/A

Contacted: HOUSE OF REPRESENTATIVES; Commerce, Dept of (DOC); SENATE; Treasury, Dept of; Education, Dept of; White House Office

Bills named: H.R. 1419 (110th), H.R. 2167 (110th)

Education EDU

HR 890/S 486 Student Loan Sunshine Act; HR 2669 College Cost Reduction Act; HR 4137 - College Opportunity and Affordability Act; S 1642 Higher Education Amendments; budget proposals regarding 529 college savings plans; Free Application for Federal Student Aid asset language pertaining to college savings accounts; HR 2272/S 761 America COMPETES Act

Lobbyist	Covered position, as disclosed
KATHRYN L ANDERSON	N/A
BROOKE CHAMBERS	DIRECTOR OF LEGISLATIVE CORRESPONDENCE
SUE DILANDRO	N/A
DANIEL J KENIRY	N/A
DANIELLE MAURER	N/A
DAMIEN M MCANDREWS	N/A

Contacted: Commerce, Dept of (DOC); HOUSE OF REPRESENTATIVES; White House Office; SENATE; Education, Dept of; Treasury, Dept of

Bills named: H.R. 2272 (110th), H.R. 2669 (110th), H.R. 4137 (110th), H.R. 890 (110th)

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.