INVESTMENT COMPANY INSTITUTE for INVESTMENT COMPANY INSTITUTE
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
S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 1013, Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 2441, Improving Disclosure for Investors Act H.R. 2478, Financial Exploitation Prevention Act Financial Stability Oversight Council Improvement Act Increasing Investor Opportunities Act Investment Company Act of 1940 modernization Outbound investment screening Escheatment of securities SEC Form N-PORT Reporting and Liquidity Risk Management Guidance
| Lobbyist | Covered position, as disclosed |
|---|---|
| JOHN EMLING | — |
| PETER J GUNAS | — |
| CHRISTOPHER HOPPER New | — |
| LORI KEARNS | — |
| CYNTHIA PULLOM | — |
| KRISTIN SOLHEIM | — |
| WYATT STEWART | — |
Retirement RET
H.R. 2067, Protecting Americans Retirement Savings Act S. 928, Protecting Americans Retirement Savings Act ERISA litigation pleading standards
| Lobbyist | Covered position, as disclosed |
|---|---|
| ELENA CHISM | — |
| JOHN EMLING | — |
| ANDREW GOLDENBAUM | — |
| PETER J GUNAS | — |
| LORI KEARNS | — |
Taxation/Internal Revenue Code TAX
H.R. 591, Defending American Jobs and Investment Act H.R. 2089, Generating Retail Ownership Through Long-Term Holding Act H.R. 2696, Retirement Savings for Americans Act IRC section 852(b)(6) Municipal bond interest tax exemption Regulated Investment Company asset diversification requirements and good income test Tax deferral of retirement contributions
| Lobbyist | Covered position, as disclosed |
|---|---|
| ELENA CHISM | — |
| JOHN EMLING | — |
| ANDREW GOLDENBAUM | — |
| PETER J GUNAS | — |
| LORI KEARNS | — |
| KRISTIN SOLHEIM | — |
| WYATT STEWART | — |
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.