4th Quarter - Report

TIAA for TIAA

Firm
Client
Income
—
Expenses
$480,000
Expense method
A: Lobbying Disclosure Act definitions

What was lobbied

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

Retirement RET

Retirement Security in the following bills: HR567, S347 - Public Employee Pension Transparency Act HR677, S267 - Lifetime Income Disclosure Act Auto-IRAs DOL Fiduciary Proposal (DOL Fiduciary Definition Regulation)

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

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

Bills named: H.R. 567 (112th), H.R. 677 (112th)

Financial Institutions/Investments/Securities FIN

Financial Regulatory Reform Covered Bonds in the following bill: HR940 - United States Covered Bonds Act of 2011 Dodd-Frank Wall Reform and Consumer Protection Act in regards to: Volcker Rule Systemic Risk Designation Asset-Backed Market Stabilization Act [repeal Section 939(g) of Dodd-Frank] A bill to amend the Dodd-Frank Wall Street Reform and Consumer Protection Act to repeal certain disclosure requirements (The Burdensome Data Collection Relief Act) Notice of Proposed Rulemaking that would implement Section 619 of the Dodd-Frank Act HR2434 - Financial Services and General Government Appropriations bill, 2012 HR2055 - Military Construction and Veterans Affairs and Related Agencies Appropriations Act of 2012 Federal Reserve Supervision of Savings and Loan Holding Companies GSE Reform in the following bill: HR1859 - Housing Finance Reform Act of 2011

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

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

Bills named: H.R. 2434 (112th), H.R. 940 (112th), H.R. 1859 (112th), H.R. 2055 (112th)

Taxation/Internal Revenue Code TAX

529 Plans in the following bill: HR529 - Savings Enhancement for Education in College Act Tax Equity for Health Plan Beneficiaries Act in the following bills: HR2088, S1171 - Tax Parity for Health Plan Beneficiaries Act Hybrid Pension Plans in the following bill: HR2934 - To amend the Internal Revenue Code of 1986 to clarify the treatment of certain retirement plan contributions picked up by governmental employers Tax Reform as it relates to retirement plans Debt Ceiling in the following bills: S365 - Budget Control Act of 2011 Federal Payroll Tax as in the following bill: HR3765 - Temporary Payroll Tax Cut Continuation Act of 2011

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

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

Bills named: H.R. 2088 (112th), H.R. 529 (112th), H.R. 2934 (112th), H.R. 3765 (112th)

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.