2nd Quarter - Report

BLACKROCK FUNDS SERVICES GROUP, LLC for BLACKROCK FUNDS SERVICES GROUP LLC

Firm
Client
Income
—
Expenses
$380,000
Expense method
A: Lobbying Disclosure Act definitions

What was lobbied

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

Retirement RET

Issues related to fiduciary standards, retirement security and savings, including related tax reforms, retirement income products and retirement income disclosures

LobbyistCovered position, as disclosed
RACHEL BARRY New —
THOMAS CLARK —
SAMANTHA DEZUR —
KATHRYN FULTON —
JOANNE MEDERO —
BARBARA NOVICK —

Contacted: Federal Deposit Insurance Corporation (FDIC); Executive Office of the President (EOP); Treasury, Dept of; Export-Import Bank of the United States (EXIM Bank); Federal Trade Commission (FTC); Labor, Dept of (DOL); Commodity Futures Trading Commission (CFTC); Overseas Private Investment Corp (OPIC); Federal Reserve System; HOUSE OF REPRESENTATIVES; SENATE; Securities & Exchange Commission (SEC)

Banking BAN

Dodd Frank implementation and reforms; FSOC process enhancement and stress testing; housing finance reform, including securitization; infrastructure financing; GSE reform; US capital markets structure; COVID-19 relief

LobbyistCovered position, as disclosed
THOMAS CLARK —
SAMANTHA DEZUR —
KATHRYN FULTON —
JOANNE MEDERO —
BARBARA NOVICK —

Contacted: Overseas Private Investment Corp (OPIC); Labor, Dept of (DOL); Executive Office of the President (EOP); HOUSE OF REPRESENTATIVES; Federal Trade Commission (FTC); Federal Reserve System; Treasury, Dept of; Securities & Exchange Commission (SEC); Commodity Futures Trading Commission (CFTC); SENATE; Export-Import Bank of the United States (EXIM Bank); Federal Deposit Insurance Corporation (FDIC)

Financial Institutions/Investments/Securities FIN

Financial regulatory reform/Dodd-Frank implementation including reviews mandated by Executive Order; OTC derivatives; CCPs (central clearing parties); data reporting harmonization, including international; liquidity risk management and stress testing, including role of international standard setting bodies. Issues related to "JOBS Act 3.0": including systemic risk (including designation process); US capital markets structure; exchange traded funds; money market mutual funds; implementation of e-delivery for mutual funds; corporate governance, including institutional investors and stewardship, and proxy reform proposals; foreign market access and foreign investment; fiduciary standards; COVID-19 relief

LobbyistCovered position, as disclosed
THOMAS CLARK —
SAMANTHA DEZUR —
KATHRYN FULTON —
JOANNE MEDERO —
BARBARA NOVICK —

Contacted: Export-Import Bank of the United States (EXIM Bank); Labor, Dept of (DOL); Treasury, Dept of; Federal Reserve System; Executive Office of the President (EOP); SENATE; Overseas Private Investment Corp (OPIC); Federal Trade Commission (FTC); Securities & Exchange Commission (SEC); Federal Deposit Insurance Corporation (FDIC); Commodity Futures Trading Commission (CFTC); HOUSE OF REPRESENTATIVES

Taxation/Internal Revenue Code TAX

Issues related to tax reform; tax issues relating to individual and corporate taxes,including retirement savings incentives, mutual funds, and financial products.

LobbyistCovered position, as disclosed
THOMAS CLARK —
SAMANTHA DEZUR —
KATHRYN FULTON —
JOANNE MEDERO —
BARBARA NOVICK —

Contacted: Federal Trade Commission (FTC); Treasury, Dept of; Securities & Exchange Commission (SEC); HOUSE OF REPRESENTATIVES; Executive Office of the President (EOP); Federal Reserve System; Commodity Futures Trading Commission (CFTC); Federal Deposit Insurance Corporation (FDIC); Overseas Private Investment Corp (OPIC); SENATE; Labor, Dept of (DOL); Export-Import Bank of the United States (EXIM Bank)

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.