3rd Quarter - Report

DAVIS & HARMAN LLP for TIAA

Firm
Client
Income
$10,000
Expenses
—

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

Expansion of investment options for 403(b) plans, including: H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act. H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act.

LobbyistCovered position, as disclosed
CHRIS L GASTON Chief of Staff, Rep. Rush Holt
MICHAEL L HADLEY —
ADAM MCMAHON —

Contacted: SENATE; HOUSE OF REPRESENTATIVES

Bills named: S. 424 (119th), H.R. 3383 (119th), H.R. 1013 (119th)

Retirement RET

Issues related to tax incentives for retirement savings. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase distribution options within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. Proposals that would consolidate various retirement and IRA types. H.R. 3942, Lifetime Income for Employees Act. (118th Congress). E.O. 14330, Democratizing Access to Alternative Assets for 401(k) Investors.

LobbyistCovered position, as disclosed
CHRIS L GASTON Chief of Staff, Rep. Rush Holt
MICHAEL L HADLEY —
ADAM MCMAHON —

Contacted: SENATE; HOUSE OF REPRESENTATIVES

Bills named: H.R. 3942 (119th)

Taxation/Internal Revenue Code TAX

Issues related to tax incentives for retirement savings. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase distribution options within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. Proposals that would consolidate various retirement and IRA types. H.R. 3942, Lifetime Income for Employees Act. (118th Congress). E.O. 14330, Democratizing Access to Alternative Assets for 401(k) Investors.

LobbyistCovered position, as disclosed
CHRIS L GASTON Chief of Staff, Rep. Rush Holt
MICHAEL L HADLEY —
ADAM MCMAHON —

Contacted: SENATE; HOUSE OF REPRESENTATIVES

Bills named: H.R. 3942 (119th)

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.