3rd Quarter - Report

THE ERISA INDUSTRY COMMITTEE for ERISA INDUSTRY COMMITTEE

Period 3rd Quarter 2009 Filed Oct 20, 2009 Signed by Deborah Chin, Vice President, Administration

Official filing
Firm
THE ERISA INDUSTRY COMMITTEE
Client
ERISA INDUSTRY COMMITTEE
Income
—
Expenses
$220,000
Expense method
C: businesses, Internal Revenue Code section 162(e)

What was lobbied

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

Retirement RET

H.R. 2989 401(k) Fair Disclosure and Pension Security Act, all provisions; IRS proposed regulations amending 1.401(k)-3 and 1.401(m)-3, QNECs. General Issues: defined benefit funding issues, pension and 401(k) plans, CFPA authority, target date funds and similar investment options, investment advice, ERISA.

LobbyistCovered position, as disclosed
STEPHEN M CHITTENDEN —
KATHRYN RICARD —
MARK J UGORETZ —

Contacted: HOUSE OF REPRESENTATIVES; Treasury, Dept of; Pension Benefit Guaranty Corporation (PBGC); Labor, Dept of (DOL); SENATE; Securities & Exchange Commission (SEC)

Bills named: H.R. 2989 (111th)

Health Issues HCR

H.R. 3200 America's Affordable Health Choices Act of 2009, all provisions; Senate Finance's Americas Healthy Future Act of 2009 & HELP health reform proposals; Health Insurance Assistance for the Unemployed Act, COBRA provisions; General Issues: ERISA-health reform; workplace wellness programs,

LobbyistCovered position, as disclosed
ROHAN BEESLA —
ADAM C SOLANDER New Hon. Edward Kennedy, Senate HELP Comm.
MARK J UGORETZ —
GRETCHEN YOUNG —

Contacted: Pension Benefit Guaranty Corporation (PBGC); Treasury, Dept of; SENATE; HOUSE OF REPRESENTATIVES; Labor, Dept of (DOL); Securities & Exchange Commission (SEC)

Bills named: H.R. 3200 (111th)

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.