1st Quarter - Report

FINANCIAL PLANNING ASSN (FPA) for FINANCIAL PLANNING ASSN (FPA)

Period 1st Quarter 2009 Filed Apr 20, 2009 Signed by Daniel Barry, Director of Government Relations

Official filing
Firm
FINANCIAL PLANNING ASSN (FPA)
Client
FINANCIAL PLANNING ASSN (FPA)
Income
—
Expenses
$90,000
Expense method
C: businesses, Internal Revenue Code section 162(e)

What was lobbied

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

Retirement RET

Requred minimum distribution from retirement plans 401(k) plans, defined contribution plans, and general retirement issues

LobbyistCovered position, as disclosed
PHILLIPS HINCH Legislative Assistant, Committee on Ways & Means

Contacted: SENATE; Securities & Exchange Commission (SEC); HOUSE OF REPRESENTATIVES

Taxation/Internal Revenue Code TAX

Alternative minimum tax- American Recovery & Reinvestment Act of 2009 (HR 1) Required minimum distributions from retirement plans Deduction of state & local sales taxes

LobbyistCovered position, as disclosed
PHILLIPS HINCH Legislative Assistant, Committee on Ways & Means

Contacted: Securities & Exchange Commission (SEC); HOUSE OF REPRESENTATIVES; SENATE

Bills named: H.R. 1 (111th)

Financial Institutions/Investments/Securities FIN

Financial services regulatory reform

LobbyistCovered position, as disclosed
DANIEL BARRY —
DAVID A COHEN —
PHILLIPS HINCH Legislative Assistant, Committee on Ways & Mean
DUANE R THOMPSON —

Contacted: HOUSE OF REPRESENTATIVES; Securities & Exchange Commission (SEC); SENATE

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.