TIAA for TIAA
What was lobbied
3 issue areas, each in the filer's own words, with who lobbied on it and where.
Retirement RET
Retirement Security as in the following bills: S324 - Shrinking Emergency Account Losses Act of 2015 (SEAL Act) HR506/S245 - Automatic IRA Act of 2015 HR557/S266 - Retirement Security Act of 2015 HR2317/S1317 - Lifetime Income Disclosure Act of 2015 HR2656 - Receiving Electronic Statements to Improve Retiree Earnings (RETIRE) Act of 2015 S3025 - Graduate Student Savings Act of 2016 S3417 - Receiving Electronic Statements to Improve Retiree Earnings (RETIRE) Act of 2016 Retirement Enhancement and Savings Act (RESA) of 2016 Retirement Improvements and Savings Enhancements (RISE) Act DOL & SEC Fiduciary Proposals (DOL Fiduciary Definition Regulation/SEC Project to Harmonize Broker-Dealer Fiduciary Standards) as in the following bills: HR1090 - Retail Investor Protection Act of 2015 HR4294 - Strengthening Access to Valuable Education and Retirement Support (SAVERS) Act HR4293 - Affordable Retirement Advice Act Providing Lifetime Income Illustrations on Retirement Benefit Statements Tax Benefits of Defined Contribution Plans Defined Contribution Retirement Plan Design and Modernization Fiduciary Concerns Related to Advice and Education in Retirement Plans Stretch IRA Electronic Delivery of Plan Documents Retirement Plan Consolidation Tax Reform as it relates to retirement plans Qualified Default Investment Alternatives (QDIA) Safe Harbor for Plan Sponsors Including Annuity Providers on Plan Menus Retirement Plan Fees
| Lobbyist | Covered position, as disclosed |
|---|---|
| JILL BROWN | — |
| LARRY M CHADWICK | — |
| SAMUEL HODAS | — |
| CHRISTOPHER SPENCE | — |
Financial Institutions/Investments/Securities FIN
Financial Regulatory Reform Federal Reserve Supervision of Savings and Loan Holding Companies Dodd-Frank Wall Street Reform and Consumer Protection Act in regards to: Systemic Risk Designation Capital Requirements for the Savings & Loan Holding Company and Federal Reserve Oversight Incentive Compensation Asset Manager SIFI Designation as in the following bill: HR1550 - Financial Stability Oversight Council Improvement Act of 2015 FDIC Treatment of Brokered Deposits Corporate Governance E-Delivery/SEC Rule 30e-3 HR4096 - Investor Clarity and Bank Parity Act Securities disclosure
| Lobbyist | Covered position, as disclosed |
|---|---|
| JILL BROWN | — |
| LARRY M CHADWICK | — |
| SAMUEL HODAS | — |
| CHRISTOPHER SPENCE | — |
Taxation/Internal Revenue Code TAX
Tax Reform as it relates to retirement plans Tax Benefits of Defined Contribution Plans 529 Plans Preserving Retirement Tax Incentives Treatment of elective deferrals in defined contribution plans Improvements for qualified disability expenses as in the following bills: The ABLE to Work Act, ABLE Financial Planning Act, The ABLE Age Adjustment Act, 529 and ABLE Accounts Improvements Act Stretch IRA Providing Lifetime Income Illustrations on Retirement Benefit Statements Fiduciary Concerns Related to Advice and Education in Retirement Plans Tax treatment of donor advised funds as in the following bill: HR4907 - The Grow Philanthropy Act Tax treatment of non-profits and university endowments Treasury regulations governing internal cash management - Section 385 Retirement Enhancement and Savings Act (RESA) of 2016 Tax reform included in the House GOP "A Better Way" Blueprint
| Lobbyist | Covered position, as disclosed |
|---|---|
| JILL BROWN | — |
| LARRY M CHADWICK | — |
| SAMUEL HODAS | — |
| CHRISTOPHER SPENCE | — |
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.