TIAA for TIAA
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: S324 - Shrinking Emergency Account Losses Act of 2015 (SEAL Act) HR506/S245 - Automatic IRA Act of 2015 HR557/S266 - Retirement Security Act of 2015 HR2317/S1317 - Lifetime Income Disclosure Act of 2015 HR2656 - Receiving Electronic Statements to Improve Retiree Earnings Act of 2015 DOL & SEC Fiduciary Proposals (DOL Fiduciary Definition Regulation/SEC Project to Harmonize Broker-Dealer Fiduciary Standards) as in the following bill: HR1090 - Retail Investor Protection Act of 2015 HR4294 - Strengthening Access to Valuable Education and Retirement Support (SAVERS) Act HR4293 - Affordable Retirement Advice Act Providing Lifetime Income Illustrations on Retirement Benefit Statements Tax Benefits of Defined Contribution Plans Defined Contribution Retirement Plan Design and Modernization Fiduciary Concerns Related to Advice and Education in Retirement Plans Stretch IRA Electronic Delivery of Plan Documents Retirement Plan Consolidation Tax Reform as it relates to retirement plans Qualified Default Investment Alternatives (QDIA) Safe Harbor for Plan Sponsors Including Annuity Providers on Plan Menus
| Lobbyist | Covered position, as disclosed |
|---|---|
| JILL BROWN | — |
| LARRY M CHADWICK | — |
| KAREN ELINSKI | — |
| SAMUEL HODAS | — |
| CHRISTOPHER SPENCE | — |
Financial Institutions/Investments/Securities FIN
Financial Regulatory Reform Federal Reserve Supervision of Savings and Loan Holding Companies Federal Reserve Boards Rules to Implement Basel III Regulatory Capital Reforms Dodd-Frank Wall Street Reform and Consumer Protection Act in regards to: Systemic Risk Designation Capital Requirements for the Savings & Loan Holding Company and Federal Reserve Oversight Asset Manager SIFI Designation as in the following bill: HR1550 - Financial Stability Oversight Council Improvement Act of 2015
| Lobbyist | Covered position, as disclosed |
|---|---|
| JILL BROWN | — |
| LARRY M CHADWICK | — |
| KAREN ELINSKI | — |
| SAMUEL HODAS | — |
| CHRISTOPHER SPENCE | — |
Taxation/Internal Revenue Code TAX
Tax Reform as it relates to retirement plans Tax Benefits of Defined Contribution Plans 529 Plans as in the following bill: HR529 - Savings Enhancement for Education in College Act FY2016 Budget as it relates to retirement and college savings plans Preserving Retirement Tax Incentives Treatment of elective deferrals in defined contribution plans Creation of 529(a) accounts for qualified disability expenses as in the following bill: The Achieving a Better Life (ABLE) Act Stretch IRA Providing Lifetime Income Illustrations on Retirement Benefit Statements Fiduciary Concerns Related to Advice and Education in Retirement Plans Tax treatment of donor advised funds Extension of IRA Charitable rollover provision
| Lobbyist | Covered position, as disclosed |
|---|---|
| JILL BROWN | — |
| LARRY M CHADWICK | — |
| KAREN ELINSKI | — |
| SAMUEL HODAS | — |
| CHRISTOPHER SPENCE | — |
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.