2nd Quarter - Report — TIAA for TIAA (2022)

Firm

TIAA

Client

TIAA

Income

—

Expenses

$620,000

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 as in the following bills: - Retirement Security and Savings Act (S. 1770) - Retirement Parity for Student Loans Act (H.R. 2917 & S. 1443) - The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) - Securing a Strong Retirement Act (H.R. 2954) - Lifetime Income for Employees Act (H.R. 6746) - Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 3644) - Enhancing Emergency and Retirement Savings Act (S. 1870 / H.R. 7146) - Financial Factors in Selecting Retirement Plan Investments Act (S. 1762/ H.R. 3387) - Womens Pension Protection Act (S. 2446) - Retirement Improvement and Savings Enhancement Act (H.R. 5891) - RISE & SHINE Act (S. 4353) - Enhancing American Retirement Now (EARN) Act Providing Lifetime Income Illustrations on Retirement Benefit Statements Defined Contribution Retirement Plan Design and Modernization Fiduciary Concerns Related to Advice and Education in Retirement Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Qualified Default Investment Alternatives (QDIA) Portability of Annuities in Defined Contribution Plans Multiple Employer Plans Student Loans Remote Notarization General Account Products ESG Investments Proxy Voting Emergency Savings

Lobbyist	Covered position, as disclosed
JILL BROWN	—
BRET HESTER	—
ERIC MAY New	Legislative Director for Representative Carolyn B. Maloney
CHRISTOPHER SPENCE	—

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

Bills named: H.R. 7146 (117th), S. 1443 (117th), H.R. 5891 (117th), S. 1762 (117th), S. 1770 (117th), S. 2446 (117th), H.R. 6746 (117th), H.R. 3387 (117th), H.R. 1994 (117th), H.R. 2917 (117th), S. 4353 (117th), S. 1870 (117th), H.R. 2954 (117th), H.R. 3644 (117th)

Financial Institutions/Investments/Securities FIN

ESG Disclosure Simplification Act of 2021 (H.R. 1187) Diversity and Inclusion ESG Investing Closed End Funds Increasing Investor Opportunities Act (H.R. 4262) Build Back Better Act (HR 5376)

Lobbyist	Covered position, as disclosed
JILL BROWN	—
BRET HESTER	—
ERIC MAY New	Legislative Director for Representative Carolyn B. Maloney
CHRISTOPHER SPENCE	—

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

Bills named: H.R. 5376 (117th), H.R. 4262 (117th), H.R. 1187 (117th)

Taxation/Internal Revenue Code TAX

Student Loans - American Rescue Plan (H.R. 1319) - Retirement Parity for Student Loans Act (H.R. 2917 & S. 1443) Remote Notarization - SECURE Notarization Act (H.R. 3962/S. 1625) 7702/Ordinary Tax Treatment for Bonds Emergency Savings - Enhancing Emergency and Retirement Savings Act (S. 1870 / H.R. 7146) Build Back Better Act (HR 5376)

Lobbyist	Covered position, as disclosed
JILL BROWN	—
BRET HESTER	—
ERIC MAY New	Legislative Director for Representative Carolyn B. Maloney
CHRISTOPHER SPENCE	—

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

Bills named: H.R. 1319 (117th), S. 1443 (117th), H.R. 2917 (117th), S. 1870 (117th), H.R. 7146 (117th), H.R. 5376 (117th), H.R. 3962 (117th), S. 1625 (117th)

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.