3rd Quarter - Report

TIAA for TIAA

Firm
Client
Income
—
Expenses
$520,000
Expense method
A: Lobbying Disclosure Act definitions

What was lobbied

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

Retirement RET

Retirement Security in the following bills: HR567, S347 - Public Employee Pension Transparency Act HR677, S267 - Lifetime Income Disclosure Act Auto-IRAs DOL Fiduciary Proposal (DOL Fiduciary Definition Regulation)

LobbyistCovered position, as disclosed
LARRY M CHADWICK —
LANGSTON EMERSON —
DANIEL J KENIRY —
NICOLE SUSAN PETROSINO —

Contacted: Labor, Dept of (DOL); HOUSE OF REPRESENTATIVES; SENATE; Treasury, Dept of

Bills named: H.R. 567 (112th), H.R. 677 (112th)

Financial Institutions/Investments/Securities FIN

Financial Regulatory Reform Covered Bonds in the following bill: HR940 - United States Covered Bonds Act of 2011 Dodd-Frank Wall Street Reform and Consumer Protection Act in regards to: Volcker Rule Derivatives Systemic Risk Designation Asset-Backed Market Stabilization Act [repeal Section 939(g) of Dodd-Frank] To amend the definitions "Major Swap Participant" and "Major Security-Based Swap participant" in the Commodity Exchange Act and the Securities Exchange Act (The Business Risk Mitigation and Price Stabilization Act) A bill to amend the Dodd-Frank Wall Street Reform and Consumer Protection Act to repeal certain disclosure requirements (The Burdensome Data Collection Relief Act) Small Business Capital Access and Job Preservation Act Small Company Capital Formation Act of 2011 Risk Retention Federal Reserve Supervision of Savings and Loan Holding Companies FY 2012 Financial Services and General Government Appropriations bill GSE Reform in the following bill: HR1859 - Housing Finance Reform Act of 2011

LobbyistCovered position, as disclosed
LARRY M CHADWICK —
LANGSTON EMERSON —
DANIEL J KENIRY —
NICOLE SUSAN PETROSINO —

Contacted: Treasury, Dept of; HOUSE OF REPRESENTATIVES; Labor, Dept of (DOL); SENATE

Bills named: H.R. 1859 (112th), H.R. 940 (112th)

Taxation/Internal Revenue Code TAX

529 Plans in the following bill: HR529 - Savings Enhancement for Education in College Act Tax Equity for Health Plan Beneficiaries Act in the following bills: HR2088, S1171 - Tax Parity for Health Plan Beneficiaries Act Hybrid Pension Plans in the following bill: HR2934 - To amend the Internal Revenue Code of 1986 to clarify the treatment of certain retirement plan contributions picked up by governmental employers Tax Reform as it relates to retirement plans Debt Ceiling in the following bills: HR2434 - Financial Services and General Government Appropriations Act, 2012 S365 - Budget Control Act of 2011

LobbyistCovered position, as disclosed
LARRY M CHADWICK —
LANGSTON EMERSON —
DANIEL J KENIRY —
NICOLE SUSAN PETROSINO —

Contacted: HOUSE OF REPRESENTATIVES; Treasury, Dept of; SENATE; Labor, Dept of (DOL)

Bills named: H.R. 2088 (112th), H.R. 2934 (112th), H.R. 2434 (112th), H.R. 529 (112th)

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.