3rd Quarter - Report — TIAA for TIAA (2024)

Firm

TIAA

Client

TIAA

Income

—

Expenses

$310,000

Expense method

A: Lobbying Disclosure Act definitions

What was lobbied

5 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 Lifetime Income in Qualified Default Investment Alternatives (QDIA) Access to Workplace Retirement Plans Tax-deferred treatment of retirement plans 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 (H.R. 6772) Lifetime Income for Employees Act (H.R. 3942) Auto Reenroll Act of 2023 (H.R. 4924, S. 2517) Automatic IRA Act of 2024 (H.R. 7293) 401Kids Savings Act (S. 3716, H.R. 7162) Helping Young Americans Save for Retirement Act (H.R. 9281, S. 3305) Retirement Investment in Small Employers Act (H.R. 6007, S. 4398)

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

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

Bills named: S. 3716 (118th), H.R. 4924 (118th), S. 3305 (118th), H.R. 6772 (118th), H.R. 7293 (118th), H.R. 9281 (118th), H.R. 3942 (118th), H.R. 6007 (118th), H.R. 7162 (118th), S. 4398 (118th), S. 2517 (118th)

Insurance INS

Issues pertaining to the availability and affordability of insurance for affordable housing properties. Issues pertaining to affordable housing, generally.

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

Contacted: Treasury, Dept of; HOUSE OF REPRESENTATIVES; SENATE; Housing & Urban Development, Dept of (HUD)

Financial Institutions/Investments/Securities FIN

Diversity and Inclusion ESG Investing Closed End Funds Increasing Investor Opportunities Act (H.R. 4262) and related amendments Retirement Fairness for Charities and Educational Institutions Act (H.R. 3063, S. 4917) and related amendments Data Privacy SEC Proposed Rule, Open-End Fund Liquidity Risk Management Programs and Swing Pricing; Form N-PORT Reporting Issues pertaining to the ownership of agricultural land. Issues pertaining to green bonds/sovereign green bonds.

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

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

Bills named: H.R. 4262 (118th), S. 4917 (118th), H.R. 3063 (118th)

Taxation/Internal Revenue Code TAX

Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 6772) Lowering Costs for Caregivers Act of 2023 (H.R. 7222, S. 3254) Expanded Student Savers Tax Credit Act (H.R. 2641) Automatic IRA Act of 2024 (H.R. 7293) Low-Income Housing Tax Credit (LIHTC) and related legislation, including the oTax Relief for American Families and Workers Act (H.R. 7024) Tax-deferred treatment of retirement plans Credit for Caring Act of 2024 (H.R. 9281, S. 3305) Helping Young Americans Save for Retirement Act (H.R. 9281, S. 3305) Retirement Investment in Small Employers Act (H.R. 6007, S. 4398)

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

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

Bills named: S. 3254 (118th), H.R. 7293 (118th), S. 3305 (118th), H.R. 7222 (118th), H.R. 7024 (118th), S. 4398 (118th), H.R. 9281 (118th), H.R. 6772 (118th), H.R. 6007 (118th), H.R. 2641 (118th)

Agriculture AGR

Issues pertaining to the ownership of agricultural land.

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

Contacted: HOUSE OF REPRESENTATIVES; SENATE

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.