4th Quarter - Report

TIAA for TIAA

Period 4th Quarter 2024 Filed Jan 17, 2025 Signed by Christopher Spence

Official filing
Firm
TIAA
Client
TIAA
Income
—
Expenses
$350,000
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 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)

LobbyistCovered position, as disclosed
ERIC MAY —
CHRISTOPHER SPENCE —

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

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

Financial Institutions/Investments/Securities FIN

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 Issues pertaining to the ownership of agricultural land. Issues pertaining to green bonds/sovereign green bonds.

LobbyistCovered position, as disclosed
ERIC MAY —
CHRISTOPHER SPENCE —

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

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

LobbyistCovered position, as disclosed
ERIC MAY —
CHRISTOPHER SPENCE —

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

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

Agriculture AGR

Issues pertaining to the ownership of agricultural land.

LobbyistCovered position, as disclosed
ERIC MAY —
CHRISTOPHER SPENCE —

Contacted: HOUSE OF REPRESENTATIVES; SENATE

Insurance INS

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

LobbyistCovered position, as disclosed
ERIC MAY —
CHRISTOPHER SPENCE —

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

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.