1st Quarter - Report — TIAA for TIAA (2023)

A later version of this report replaces this one, so LegiList's totals use the current version instead. This page shows this version exactly as filed.

Firm

TIAA

Client

TIAA

Income

—

Expenses

$420,000

Expense method

A: Lobbying Disclosure Act definitions

Versions of this report

Every filing the register holds for this firm, client and period, oldest first. The most recent one is the version LegiList counts.

Filing	Filed	Amount	Counted
1st Quarter - Report (this page)	Apr 20, 2023	$420,000	Replaced
1st Quarter - Amendment	Aug 4, 2023	$500,000	Yes

What was lobbied

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

Retirement RET

Access to Lifetime Income Investment/Distribution Options on Retirement Plan Menus Defined Contribution Retirement Plan Design and Modernization Qualified Default Investment Alternatives (QDIA) Remote Notarization General Account Products ESG Investments on Retirement Plan Menus Post SECURE 2.0 Implementation SEC Proposed Rule, Open-End Fund Liquidity Risk Management Programs and Swing Pricing; Form N-PORT Reporting Expanding Access to Retirement Savings for Family Caregivers Act

Lobbyist	Covered position, as disclosed
JILL BROWN	—
ERIC MAY	—
CHRISTOPHER SPENCE	—

Contacted: SENATE; Securities & Exchange Commission (SEC); Treasury, Dept of; HOUSE OF REPRESENTATIVES; Labor, Dept of (DOL)

Financial Institutions/Investments/Securities FIN

Diversity and Inclusion ESG Investing Closed End Funds Increasing Investor Opportunities Act Data Privacy - Data Privacy Act of 2023 (H.R. 1165) SEC Proposed Rule, Open-End Fund Liquidity Risk Management Programs and Swing Pricing; Form N-PORT Reporting

Lobbyist	Covered position, as disclosed
JILL BROWN	—
ERIC MAY	—
CHRISTOPHER SPENCE	—

Contacted: Treasury, Dept of; Securities & Exchange Commission (SEC); Federal Reserve System; HOUSE OF REPRESENTATIVES; SENATE

Bills named: H.R. 1165 (118th)

Taxation/Internal Revenue Code TAX

Remote Notarization - SECURE Notarization Act Corporate Alternative Minimum Tax

Lobbyist	Covered position, as disclosed
JILL BROWN	—
ERIC MAY	—
CHRISTOPHER SPENCE	—

Contacted: SENATE; HOUSE OF REPRESENTATIVES; Treasury, Dept of

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.