4th Quarter - Report

TIAA for TIAA

Firm
Client
Income
—
Expenses
$340,000
Expense method
A: Lobbying Disclosure Act definitions

What was lobbied

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

Retirement RET

Retirement Security in the following bills: S 2832 - Lifetime Income Disclosure Act

LobbyistCovered position, as disclosed
LARRY M CHADWICK New —
SUE DILANDRO —
LANGSTON EMERSON —
DANIEL J KENIRY —
NICOLE SUSAN PETROSINO —

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

Financial Institutions/Investments/Securities FIN

Target Date Funds Financial Regulatory Reform Dodd-Frank Wall Street Reform and Consumer Protection Act in regards to: Volcker Rule Derivatives Systemic Risk Designation Covered Bonds in the following bill: HR 5823 - United States Covered Bonds Act

LobbyistCovered position, as disclosed
LARRY M CHADWICK New —
SUE DILANDRO —
LANGSTON EMERSON —
DANIEL J KENIRY —
NICOLE SUSAN PETROSINO —

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

Bills named: H.R. 5823 (111th)

Taxation/Internal Revenue Code TAX

Saver's Credit Expansion Estate Tax in the following bill: HR 4154 - Permanent Estate Tax Relief for Families, Farmers, and Small Businesses Act of 2009 Charitable IRA Rollovers and Roth 457(b) in the following bills: HR 4213 - Tax Extenders Act of 2009 S 2973 - Small Business Job Creation Tax Act of 2010 S 3024 - Job Impact Analysis Act of 2010 S 3103 - Small Business Job Creation Act of 2010 S 3228 - Small Business Innovation to Job Creation Act of 2010 HR 5297 - Small Business Jobs and Credit Act of 2010 Extension of 2001 and 2003 tax cuts in the following bill: HR 4853 - The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 Tax Treatment of Regulated Investment Companies (RIC) in the following bill: HR 4337 - Regulated Investment Company (RIC) Modernization Act

LobbyistCovered position, as disclosed
LARRY M CHADWICK New —
SUE DILANDRO —
LANGSTON EMERSON —
DANIEL J KENIRY —
NICOLE SUSAN PETROSINO —

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

Bills named: H.R. 5297 (111th), H.R. 4853 (111th), H.R. 4337 (111th), H.R. 4154 (111th), H.R. 4213 (111th)

Insurance INS

Retained Asset Accounts in the following bill: HR 5993 - Securing America's Veterans Insurance Needs and Goals Act of 2010 (Savings Act of 2010)

LobbyistCovered position, as disclosed
LARRY M CHADWICK New —
SUE DILANDRO —
LANGSTON EMERSON —
DANIEL J KENIRY —
NICOLE SUSAN PETROSINO —

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

Bills named: H.R. 5993 (111th)

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.