TIAA for TIAA
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 |
|---|---|---|---|
| 2nd Quarter - Report | Jul 21, 2014 | $430,000 | Replaced |
| 2nd Quarter - Amendment (this page) | Jul 20, 2015 | $350,000 | Yes |
What was lobbied
3 issue areas, each in the filer's own words, with who lobbied on it and where.
Financial Institutions/Investments/Securities FIN
Financial Regulatory Reform Federal Reserve Supervision of Savings and Loan Holding Companies Federal Reserve Board's Rules to Implement Basel III Regulatory Capital Reform Dodd-Frank Wall Street Reform and Consumer Protection Act in regards to: Systemic Risk Designation Notice of Proposed Rulemaking that would implement Section 619 of the Dodd-Frank Act, the Volcker Rule Capital Requirements for the Savings & Loan Holding Company and Federal Reserve Board Oversight as in the following bill: HR2140 - Insurance Capital and Accounting Standards Act of 2013 MMF Reform SEC Fiduciary Project (DFA Sec. 913) HR4510/S2270 - Insurance Capital Standards Clarification Act of 2014 Terrorism Risk Insurance Extension as in the following bill: HR508 - Terrorism Risk Insurance Act of 2002 Reauthorization Act of 2013 Basel III as in the following bills: S1369 - A bill to provide additional flexibility to the Board of Governors of the Federal Reserve System to establish capital standards that are properly tailored to the unique characteristics of the business of insurance and for other purposes S2102 - A bill to clarify the application of certain leverage and risk-based requirements under the Dodd-Frank Wall Street Reform and Consumer Protection Act GSE Reform Asset Manager SIFI Designation Death Master File Equity Market Structure
| Lobbyist | Covered position, as disclosed |
|---|---|
| JILL BROWN | — |
| LARRY M CHADWICK | — |
| KAREN ELINSKI | — |
| SAMUEL HODAS | — |
| CHRISTOPHER SPENCE | — |
Taxation/Internal Revenue Code TAX
Hybrid Pension Plans Tax Reform as it relates to retirement plans Retirement plan consolidation in tax reform 529 Plans as in the following bill: HR529 - Savings Enhancement for Education in College Act Preserving Retirement Tax Incentives Treatment of elective deferrals in defined contribution plans
| Lobbyist | Covered position, as disclosed |
|---|---|
| JILL BROWN | — |
| LARRY M CHADWICK | — |
| KAREN ELINSKI | — |
| SAMUEL HODAS | — |
| CHRISTOPHER SPENCE | — |
Retirement RET
Retirement Security as in the following bills: S606 - Shrinking Emergency Account Losses Act of 2013 (SEAL Act) HR2117 - Retirement Plan Simplification and Enhancement Act of 2013 HR2035 - Automatic IRA Act of 2013 S1270 - Secure Annuities for Employee (SAFE) Retirement Act of 2013 S1970 - Retirement Security Act of 2014 S1979 - USA Retirement Funds Act of 2014 DOL & SEC Fiduciary Proposals (DOL Fiduciary Definition Regulation / SEC Project to Harmonize Broker-Dealer Fiduciary Standards) as in the following bill: HR2374 - Retail Investor Protection Act Providing Lifetime Income Illustrations on Retirement Benefit Statements Tax Benefits of Defined Contribution Plans Defined Contribution Retirement Plan Design Fiduciary Concerns Related to Advice and Education in Retirement Plans Stretch IRA as in the following bill: S953 - Reed-Harkin Student Loan Affordability Act of 2013 Preserving America's Transit and Highways Act of 2014 (Chairman's Mark) Lifetime Income Disclosure as in the following bill: HR2171/S1145 - Lifetime Income Disclosure Act of 2013 Retirement Plan Consolidation Tax Reform as it relates to retirement plans Qualified Default Investment Alternatives
| Lobbyist | Covered position, as disclosed |
|---|---|
| JILL BROWN | — |
| LARRY M CHADWICK | — |
| KAREN ELINSKI | — |
| SAMUEL HODAS | — |
| CHRISTOPHER SPENCE | — |
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.