3rd Quarter - Report

FMR LLC for FMR LLC

Firm
Client
Income
—
Expenses
$480,000
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

RETIRE Act; SECURE Act; fiduciary rule; Retirement Enhancement and Savings Act (RESA); open MEPs; disclosure effectiveness/e-delivery; retirement policy

LobbyistCovered position, as disclosed
JAMES F FEBEO —
ALICE JOE —
STEPHANIE MARKIEWICZ —
SCOTT ORR —
ANDREW VERMILYE —

Contacted: Treasury, Dept of; Internal Revenue Service (IRS); HOUSE OF REPRESENTATIVES; Securities & Exchange Commission (SEC); Office of the Comptroller of the Currency (OCC); Labor, Dept of (DOL); Federal Reserve System; SENATE

Financial Institutions/Investments/Securities FIN

Equity market structure and trading regulation; asset management regulation; stress test relief legislation; systemic risk regulation; systemic risk legislation; e-delivery; investment advice regulation and legislation; data aggregation; digital assets; money market fund legislation

LobbyistCovered position, as disclosed
KRISTY CROUSHORE New —
JAMES F FEBEO —
JASON GOGGINS Senior Professional Staff and Counsel, US House Committee on Agriculture; Chief of Staff and Special Counsel, Office of CFTC Commissioner J. Christopher Giancarlo
ALICE JOE —
SCOTT ORR —
ANDREW VERMILYE —

Contacted: SENATE; HOUSE OF REPRESENTATIVES; Office of the Comptroller of the Currency (OCC); Labor, Dept of (DOL); Internal Revenue Service (IRS); Treasury, Dept of; Federal Reserve System; Securities & Exchange Commission (SEC)

Taxation/Internal Revenue Code TAX

Health savings accounts; student debt repayment tax incentives; student debt repayment 401(k) match; tax treatment of financial products; retirement savings tax incentives; tax reform legislation/regulation

LobbyistCovered position, as disclosed
KRISTY CROUSHORE New —
JAMES F FEBEO —
ALICE JOE —
SCOTT ORR —
ANDREW VERMILYE —

Contacted: Internal Revenue Service (IRS); HOUSE OF REPRESENTATIVES; Office of the Comptroller of the Currency (OCC); SENATE; Federal Reserve System; Labor, Dept of (DOL); Securities & Exchange Commission (SEC); Treasury, Dept of

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.