2nd Quarter - Report

DAVIS & HARMAN LLP for TIAA

Period 2nd Quarter 2022 Filed Jul 19, 2022 Signed by Michael L. Hadley

Official filing
Firm
DAVIS & HARMAN LLP
Client
TIAA
Income
$10,000
Expenses
—

What was lobbied

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

Retirement RET

Issues related to tax incentives for retirement savings. Issues regarding investment offerings in defined contribution plans and IRAs. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase annuitization 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. Issues related to electronic notarization. H.R. 4610/S. 3795, RETIRE Act (115th Congress). S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act. H.R. 6746, Lifetime Income for Employees Act. H.R. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Act of 2021. Enhancing American Retirement Now (EARN) Act, as approved by the Senate Finance Committee. S. 4353, RISE & SHINE Act.

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

Contacted: SENATE; HOUSE OF REPRESENTATIVES

Bills named: H.R. 4610 (117th), H.R. 5376 (117th), H.R. 5891 (117th), H.R. 6746 (117th), S. 4353 (117th), S. 3795 (117th), H.R. 2954 (117th), S. 1770 (117th)

Taxation/Internal Revenue Code TAX

Issues related to tax incentives for retirement savings. Issues regarding investment offerings in defined contribution plans and IRAs. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase annuitization 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. Issues related to electronic notarization. H.R. 4610/S. 3795, RETIRE Act (115th Congress). S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act. H.R. 6746, Lifetime Income for Employees Act. H.R. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Act of 2021. Enhancing American Retirement Now (EARN) Act, as approved by the Senate Finance Committee. S. 4353, RISE & SHINE Act.

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

Contacted: HOUSE OF REPRESENTATIVES; SENATE

Bills named: H.R. 6746 (117th), H.R. 5891 (117th), H.R. 2954 (117th), S. 1770 (117th), S. 4353 (117th), S. 3795 (117th), H.R. 5376 (117th), H.R. 4610 (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.