3rd Quarter - Report

TIAA for TIAA

Period 3rd Quarter 2008 Filed Oct 20, 2008 Signed by Daniel J. Keniry, Senior Vice President, Government Relations

Official filing
Firm
TIAA
Client
TIAA
Income
—
Expenses
$340,000
Expense method
A: Lobbying Disclosure Act definitions

What was lobbied

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

Insurance INS

HR 3200/S 40 - National Insurance Act of 2007 - Optional Federal Charter proposals HR 5611 - National Association of Registered Agents and Brokers Reform Act of 2008 (NARAB II) HR 5840 - Insurance Information Act

LobbyistCovered position, as disclosed
KATHRYN L ANDERSON —
BROOKE CHAMBERS —
SUE DILANDRO —
DANIEL J KENIRY —

Contacted: Education, Dept of; State, Dept of (DOS); Securities & Exchange Commission (SEC); SENATE; Treasury, Dept of; Commerce, Dept of (DOC); White House Office; HOUSE OF REPRESENTATIVES; Labor, Dept of (DOL); Office of Management & Budget (OMB); Federal Reserve System; Government Accountability Office (GAO)

Bills named: H.R. 5840 (110th), H.R. 3200 (110th), H.R. 5611 (110th)

Financial Institutions/Investments/Securities FIN

HR 2347/S 1430 - To authorize state and local governments to direct divestments from, and prevent investments in, companies with investments of $20,000,000 or more in Iran's energy sector; Argentina debt default; S 970 - To impose sanctions on Iran and on Russia for assisting Iran in developing a nuclear program; HR 1427 - Federal Housing Finance Reform Act HR 556 - National Security Foreign Investment Reform and Strengthened Transparency Act of 2007 HR 2586 - Securities & Exchange Commission Authority Restoration Act of 2007 HR 1400 - To enhance United States diplomatic efforts with respect to Iran by imposing additional economic sanctions against Iran Regulation R guidance (File No. S7-22-06/Docket No. R-1274) HR 3185 - The "401(k) Fair Disclosure for Retirement Security Act of 2007" HR 3765 - Defined Contribution Plan Fee Transparency Act of 2007 S 2473 - Defined Contribution Fee Disclosure Act of 2007 HR 3915 - Mortgage Reform & Anti-Predatory Lending Act HR 5579 - The Emergency Mortgage Loan Modification S 2133 - Homeowners' Mortgage and Equity Savings Act of 2007 S 2136 - Helping Families Save Their Homes in Bankruptcy Act of 2007 S 2338 - FHA Modernization Act of 2007 HR 1852 - Expanding American Homeownership Act of 2007 HR 6049/S 3125 - Renewable Energy and Job Creation Act S 3227 - Iran Sanctions Act of 2008 HR 6604 - Commodity Markets Transparency and Accountability Act HR 1424 - Emergency Economic Stability Act (EESA) Covered bonds Money market guarantee program Proxy access issues Securities regulation issues International reciprocity issues Executive compensation issues

LobbyistCovered position, as disclosed
KATHRYN L ANDERSON —
BROOKE CHAMBERS —
SUE DILANDRO —
DANIEL J KENIRY —

Contacted: Securities & Exchange Commission (SEC); Treasury, Dept of; White House Office; Commerce, Dept of (DOC); Education, Dept of; Federal Reserve System; SENATE; State, Dept of (DOS); Government Accountability Office (GAO); Office of Management & Budget (OMB); HOUSE OF REPRESENTATIVES; Labor, Dept of (DOL)

Bills named: H.R. 556 (110th), H.R. 2347 (110th), H.R. 3765 (110th), H.R. 1400 (110th), H.R. 1427 (110th), H.R. 6604 (110th), H.R. 5579 (110th), H.R. 2586 (110th), H.R. 1852 (110th), H.R. 6049 (110th), H.R. 1424 (110th), H.R. 3915 (110th), H.R. 3185 (110th)

Taxation/Internal Revenue Code TAX

HR 878/S 601 - Simplification Through Additional Reporting Act; Education and college savings tax issues; Tax treatment of 529 college savings plans; HR 2419 - Farm, Nutrition and Bioenergy Act of 2007 HR 3970 - Tax Reduction and Reform Act HR 3996 - Tax Increase Prevention Act of 2007 HR 5140 - Recovery Rebates and Economic Stimulus for the American People Act of 2008 HR 3221 - New Direction for Energy Independence, National Security and Consumer Protection Act HR 1820/S 1556 - Tax Equity for Domestic Partner & Health Plan Beneficiaries Act S 2797 - Senior Protection Act of 2008 HR 5720 - Housing Assistance Tax Act HR 6081 - The Heroes Earnings Assistance and Relief Tax Act of 2008 HR 2776 - Renewable Energy and Energy Conservation Tax Act HR 6049 - Energy and Tax Extenders Act HR 7060 - Renewable Energy and Job Creation Act S 3125 - Energy Independence and Tax Relief Act S 3335 - Jobs, Energy, Families and Disaster Relief Act HR 5351 - Renewable Energy and Energy Conservation Tax Act

LobbyistCovered position, as disclosed
KATHRYN L ANDERSON —
BROOKE CHAMBERS —
SUE DILANDRO —
DANIEL J KENIRY —

Contacted: HOUSE OF REPRESENTATIVES; Government Accountability Office (GAO); Federal Reserve System; Securities & Exchange Commission (SEC); White House Office; State, Dept of (DOS); Treasury, Dept of; Office of Management & Budget (OMB); Education, Dept of; SENATE; Labor, Dept of (DOL); Commerce, Dept of (DOC)

Bills named: H.R. 5140 (110th), H.R. 2776 (110th), H.R. 6049 (110th), H.R. 6081 (110th), H.R. 2419 (110th), H.R. 1820 (110th), H.R. 878 (110th), H.R. 3970 (110th), H.R. 5351 (110th), H.R. 3221 (110th), H.R. 7060 (110th), H.R. 3996 (110th), H.R. 5720 (110th)

Retirement RET

HR 2167/S 1141 - Automatic IRA Act of 2007; 403(b) regulatory guidance (RIN 1545-BB64/REG-155608-02); S 1010 - Retirement Security Life Act of 2007; Retiree health care issues; Default investment alternatives (RIN 1210-AB10); Investment advice; International pension issues; HR 3361/S 1974 - Pension Protection Technical Corrections Act of 2007 DOL Plan Fee Disclosure proposed regulations on 408(b)(2) - RIN 1210-AB08 DOL fiduciary requirements for disclosure on participant directed retirement plans - RIN 1210-AB07 HR 6142 - Pension Protection Act technical corrections S 2794 - Senior Investment Protection Act Easy 401(k) Plan issues Roth 457(b) issues HR 5160 - SAVE Act of 2008 Alternative assets in pension funds Retirement plan leakage issues S 3278 - To amend the Internal Revenue Code of 1986 to provide that no loan may be made from a qualified employer plan using a credit card or other intermediary and to limit the number of loans

LobbyistCovered position, as disclosed
KATHRYN L ANDERSON —
BROOKE CHAMBERS —
SUE DILANDRO —
DANIEL J KENIRY —

Contacted: Government Accountability Office (GAO); SENATE; Treasury, Dept of; Securities & Exchange Commission (SEC); White House Office; Federal Reserve System; HOUSE OF REPRESENTATIVES; Office of Management & Budget (OMB); Education, Dept of; Commerce, Dept of (DOC); State, Dept of (DOS); Labor, Dept of (DOL)

Bills named: H.R. 5160 (110th), H.R. 2167 (110th), H.R. 6142 (110th), H.R. 3361 (110th)

Education EDU

HR 2669 - College Cost Reduction Act; HR 4137 - College Opportunity and Affordability Act; S 1642 - Higher Education Amendments; HR 2272/S 761 - American COMPETES Act; Budget proposals regarding 529 college savings plans; Higher education savings tax issues; HR 5715/S 2815 - Ensuring Continued Access to Student Loans Act; HR 5914 - Student Loan Access Act; HR 5723/S 2847 - Emergency Student Loan Market Liquidity Act

LobbyistCovered position, as disclosed
KATHRYN L ANDERSON —
BROOKE CHAMBERS —
SUE DILANDRO —
DANIEL J KENIRY —

Contacted: SENATE; Treasury, Dept of; Office of Management & Budget (OMB); HOUSE OF REPRESENTATIVES; Federal Reserve System; Securities & Exchange Commission (SEC); Government Accountability Office (GAO); Commerce, Dept of (DOC); White House Office; State, Dept of (DOS); Labor, Dept of (DOL); Education, Dept of

Bills named: H.R. 5723 (110th), H.R. 5914 (110th), H.R. 2669 (110th), H.R. 4137 (110th), H.R. 5715 (110th), H.R. 2272 (110th)

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.