DAVIS & HARMAN LLP for TRANSAMERICA LIFE INSURANCE COMPANY
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 plans for small business. Proposals to reform the multiple employer plan rules. Proposals related to ABLE accounts. Issues related to defined benefit plan funding. Guidance related to nondiscrimination rules for defined contribution plan annuity investment products. Issues related to tax incentives for retirement savings. Issues related to income investment options. Proposals related to electronic disclosure. Plan consolidation. Issues related to PEP trustees. Issues related to audits of groups of plans. Proposals to reform 403(b) plan investments. Proposals to amend the Internal Revenue Code and ERISA to avoid duplicative annual reporting. Issues related to electronic witnessing. Issues related to the Roth catch-up contribution effective date. Proposals related to automatic enrollment grandfather rules. Issues regarding age 18 eligibility. SEC hard close and swing pricing proposal. Proposals related to gig workers. S. 1011, to modify the requirements for multiple employer plans, and for other purposes (116th Congress). H.R. 7310, Protecting Americas Retirement Security Act (117th Congress). H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). H.R. 1059/S. 1212, Securing and Enabling Commerce Using Remote and Electronic Notarization Act. H.R. 4924/S. 2517, Auto Reenroll Act. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. H.R. 7293, Automatic IRA Act of 2024 S. 3305/H.R. 9281, Helping Young Americans Save for Retirement Act
| Lobbyist | Covered position, as disclosed |
|---|---|
| CHRIS L GASTON | Chief of Staff, Representative Rush Holt |
| KENT A MASON | — |
| BARBARA A. PATE | — |
Taxation/Internal Revenue Code TAX
Proposals related to retirement plans for small business. Proposals to reform the multiple employer plan rules. Proposals related to ABLE accounts. Issues related to defined benefit plan funding. Guidance related to nondiscrimination rules for defined contribution plan annuity investment products. Issues related to tax incentives for retirement savings. Issues related to income investment options. Proposals related to electronic disclosure. Plan consolidation. Issues related to PEP trustees. Issues related to audits of groups of plans. Proposals to reform 403(b) plan investments. Proposals to amend the Internal Revenue Code and ERISA to avoid duplicative annual reporting. Issues related to electronic witnessing. Issues related to the Roth catch-up contribution effective date. Proposals related to automatic enrollment grandfather rules. Issues regarding age 18 eligibility. SEC hard close and swing pricing proposal. Proposals related to gig workers. S. 1011, to modify the requirements for multiple employer plans, and for other purposes (116th Congress). H.R. 7310, Protecting Americas Retirement Security Act (117th Congress). H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). H.R. 1059/S. 1212, Securing and Enabling Commerce Using Remote and Electronic Notarization Act. H.R. 4924/S. 2517, Auto Reenroll Act. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. H.R. 7293, Automatic IRA Act of 2024 S. 3305/H.R. 9281, Helping Young Americans Save for Retirement Act
| Lobbyist | Covered position, as disclosed |
|---|---|
| CHRIS L GASTON | Chief of Staff, Representative Rush Holt |
| KENT A MASON | — |
| BARBARA A. PATE | — |
Financial Institutions/Investments/Securities FIN
Proposals to reform 403(b) plan investments. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). H.R. 3063/S. 4917, Retirement Fairness for Charities and Educational Institutions Act.
| Lobbyist | Covered position, as disclosed |
|---|---|
| CHRIS L GASTON | Chief of Staff, Rep. Rush Holt |
| KENT A MASON | — |
| BARBARA A. PATE | — |
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.