2nd Quarter - Report

DAVIS & HARMAN LLP for FMR LLC

Firm
Client
Income
—
Expenses
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No amount is shown when the filer reports less than $5,000 for the period, which the form does not ask them to state.

What was lobbied

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

Retirement RET

Proposals to expand retirement plan coverage and adequacy, including proposals to reform the multiple employer plan rules. Proposals related to creating of new qualified retirement plans for small business. Work related to brokerage window investments. Proposals related to electronic disclosure of information under ERISA, the Internal Revenue Code, and securities law. Proposals related to remittance taxes. Issues related to policy discussions with Pontera. S. 1222/H.R. 2544, Financial Freedom Act. Technical Corrections to SECURE 2.0 Act of 2022. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. (118th Congress) S. 1831, Auto Reenroll Act. H.R. 1, to provide for reconciliation pursuant to title II of H. Con. Res. 14.

LobbyistCovered position, as disclosed
CHRIS L GASTON Chief of Staff, Rep. Rush Holt
KENT A MASON —

Contacted: HOUSE OF REPRESENTATIVES; SENATE

Bills named: S. 1222 (119th), H.R. 2544 (119th), H.Con.Res. 14 (119th), H.R. 1 (119th), S. 1831 (119th), S. 2512 (119th)

Taxation/Internal Revenue Code TAX

Proposals to expand retirement plan coverage and adequacy, including proposals to reform the multiple employer plan rules. Proposals related to creating of new qualified retirement plans for small business. Work related to brokerage window investments. Proposals related to electronic disclosure of information under ERISA, the Internal Revenue Code, and securities law. Proposals related to remittance taxes. Issues related to policy discussions with Pontera. S. 1222/H.R. 2544, Financial Freedom Act. Technical Corrections to SECURE 2.0 Act of 2022. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. (118th Congress) S. 1831, Auto Reenroll Act. H.R. 1, to provide for reconciliation pursuant to title II of H. Con. Res. 14.

LobbyistCovered position, as disclosed
CHRIS L GASTON Chief of Staff, Representative Rush Holt
KENT A MASON —

Contacted: SENATE; HOUSE OF REPRESENTATIVES

Bills named: H.R. 2544 (119th), S. 1831 (119th), S. 2512 (119th), S. 1222 (119th), H.Con.Res. 14 (119th), H.R. 1 (119th)

Financial Institutions/Investments/Securities FIN

H.R. 1807, Improving Disclosure for Investors Act of 2023. (118th Congress)

LobbyistCovered position, as disclosed
CHRIS L GASTON Chief of Staff, Rep. Rush Holt
KENT A MASON —

Contacted: HOUSE OF REPRESENTATIVES; SENATE

Bills named: H.R. 1807 (119th)

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.