PRINCIPAL FINANCIAL GROUP for PRINCIPAL FINANCIAL GROUP
What was lobbied
3 issue areas, each in the filer's own words, with who lobbied on it and where.
Taxation/Internal Revenue Code TAX
HR2547, S1335 Secure Family Futures Act Summary is in progress. To amend the Internal Revenue Code of 1986 to exclude debt held by certain insurance companies from capital assets. HR996, S400 Paid Family and Medical Leave Tax Credit Extension and Enhancement Act: This bill modifies the employer tax credit for paid family and medical leave. Specifically, the bill (1) makes such credit permanent, (2) allows the credit in states or localities that either mandate or do not mandate paid family and medical leave, (3) allows employers to claim the credit for a portion of their paid family leave insurance premiums, (4) reduces the minimum employment period eligibility requirement, and (5) requires the Small Business Administration and the Internal Revenue Service to conduct targeted outreach to employers and other relevant parties regarding the availability and requirements of the credit.
| Lobbyist | Covered position, as disclosed |
|---|---|
| ANNE DAVEY GLEASON | — |
| CHIRSTOPHER PAYNE | — |
| LANCE SCHOENING | — |
| ERIC SHIMP | — |
| RACHEL A STANLEY NGUYEN | — |
Financial Institutions/Investments/Securities FIN
HR2441 Improving Disclosure for Investors Act of 2025. This bill requires the Securities and Exchange Commission (SEC) to propose and finalize rules to allow entities to deliver regulatory documents to investors electronically. The SEC must establish a mechanism for investors to opt out of electronic delivery and receive paper documents instead. If the SEC does not finalize rules within one year after enactment, the bill allows for electronic delivery of these documents. HR1013, S424 Retirement Fairness for Charities and Educational Institutions Act: Summary is in progress. To amend the Federal securities laws to enhance403(b) plans, and for other purposes. HR2441 Improving Disclosure for Investors Act 2025. To provide for the electronic delivery of certain regulatory document required under the securities laws.
| Lobbyist | Covered position, as disclosed |
|---|---|
| ANNE DAVEY GLEASON | — |
| CHIRSTOPHER PAYNE | — |
| LANCE SCHOENING | — |
| ERIC SHIMP | — |
| RACHEL A STANLEY NGUYEN | — |
Insurance INS
HR1397 Increasing Access to Dental Insurance Act: Summary is in progress. To allow additional individuals to enroll in standalone dental plans offered through Federal Exchanges. HR 643 Federal Insurance Office Elimination Act. To eliminate the Federal Insurance Office of the Department of the Treasury, and for other purposes. S1164 Expand Dental Coverage on Federal Exchanges. A bill to allow additional individuals to enroll in standalone dental plans offered through Federal Exchanges.
| Lobbyist | Covered position, as disclosed |
|---|---|
| ANNE DAVEY GLEASON | — |
| CHIRSTOPHER PAYNE | — |
| LANCE SCHOENING | — |
| ERIC SHIMP | — |
| RACHEL A STANLEY NGUYEN | — |
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.