1st Quarter - Report

TIAA for TIAA

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

What was lobbied

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

Insurance INS

HR 3200/S 40 - National Insurance Act of 2007 - Optional Federal Charter proposals

LobbyistCovered position, as disclosed
KATHRYN L ANDERSON —
BROOKE CHAMBERS —
SUE DILANDRO —
DANIEL J KENIRY —

Contacted: SENATE; Office of Management & Budget (OMB); Education, Dept of; Treasury, Dept of; Labor, Dept of (DOL); HOUSE OF REPRESENTATIVES; White House Office; State, Dept of (DOS); Federal Reserve System; Commerce, Dept of (DOC); Securities & Exchange Commission (SEC)

Bills named: H.R. 3200 (110th)

Financial Institutions/Investments/Securities FIN

S 1430/HR 2347 - To authorize State and local governments to direct divestments from, and prevent investment in, companies with investments of $20,000,000 or more in Iran's energy sector S 970 - To impose sanctions on Iran and on Russia for assisting Iran in developing a nuclear program. HR 1427 - Federal Housing Finance Reform Act HR 556 - National Security Foreign Investment Reform & Strengthened Transparency Act of 2007 HR 2586 - Securities & Exchange Commission Authority Restoration Act of 2007 HR 1400 - To enhance United States diplomatic efforts with respect to Iran by imposing additional economic sanctions against Iran Regulation R guidance (File No. S7-22-06/Docket No. R-1274) HR 3185 - The "401(k) Fair Disclosure for Retirement Security Act of 2007" HR 3765 - Defined Contribution Plan Fee Transparency Act of 2007 S 2473 - The Harkin/Kohl Defined Contribution Fee Disclosure Act HR 3915 - Mortgage Reform & Anti-Predatory Lending Act HR 5723 - Emergency Student Loan Market Liquidity Act S 2847 - Emergency Student Loan Market Liquidity Act HR 5579 - The Emergency Mortgage Loan Modification S 2133 - Homeowners' Mortgage and Equity Savings Act of 2007 S 2136 - Helping Families Save Their Homes in Bankruptcy Act of 2007 S 2338 - FHA Modernization Act of 2007 HR 1852 - Expanding American Homeownership Act of 2007

LobbyistCovered position, as disclosed
KATHRYN L ANDERSON —
BROOKE CHAMBERS —
SUE DILANDRO —
DANIEL J KENIRY —

Contacted: Federal Reserve System; White House Office; Education, Dept of; Treasury, Dept of; Labor, Dept of (DOL); Commerce, Dept of (DOC); Securities & Exchange Commission (SEC); State, Dept of (DOS); HOUSE OF REPRESENTATIVES; Office of Management & Budget (OMB); SENATE

Bills named: H.R. 3185 (110th), H.R. 1852 (110th), H.R. 556 (110th), H.R. 1427 (110th), H.R. 3765 (110th), H.R. 2347 (110th), H.R. 2586 (110th), H.R. 3915 (110th), H.R. 5723 (110th), H.R. 1400 (110th), H.R. 5579 (110th)

Taxation/Internal Revenue Code TAX

HR 878/S 601 - Simplification through additional Reporting Act; HR 2834 - To amend the IRS Code of 1986 to treat income received by partners for performing investment management services as ordinary income received for the performance of services; S 681 - Stop Tax Haven Abuse Act; HR 2136 - Stop Tax Haven Abuse Act; HR 2419 - Farm, Nutrition, and Bioenergy Act of 2007; carried interest; education and college savings tax issues; S 1624 - A bill to amend the Internal Revenue Code of 1986 to provide that the exception from the treatment of publicly traded partnerships as corporations for partnerships with passive-type income shall not apply to partnerships directly of indirectly deriving income from providing investment adviser and related asset management services. Tax treatment of 529 college savings plans HR 3970 - Tax Reduction & Reform Act HR 3996 - Tax Increase Prevention Act of 2007 HR 5140 - Recovery Rebates and Economic Stimulus for the American People Act of 2008 HR 3221 - New Direction for Energy Independence, National Security and Consumer Protection Act HR 1820/S 1556 - Tax Equity for Domestic Partner & Health Plan Beneficiaries Act S 2797 - Senior Protection Act of 2008 HR 5611 - National Association of Registered Agents and Brokers Reform Act of 2008 (NARABII)

LobbyistCovered position, as disclosed
KATHRYN L ANDERSON —
BROOKE CHAMBERS —
SUE DILANDRO —
DANIEL J KENIRY —

Contacted: Securities & Exchange Commission (SEC); Treasury, Dept of; Commerce, Dept of (DOC); Federal Reserve System; State, Dept of (DOS); Office of Management & Budget (OMB); Labor, Dept of (DOL); SENATE; White House Office; HOUSE OF REPRESENTATIVES; Education, Dept of

Bills named: H.R. 2136 (110th), H.R. 3996 (110th), H.R. 2834 (110th), H.R. 3970 (110th), H.R. 3221 (110th), H.R. 2419 (110th), H.R. 5611 (110th), H.R. 5140 (110th), H.R. 878 (110th), H.R. 1820 (110th)

Retirement RET

HR 2167/S 1141 - Automatic IRA Act of 2007; HR 1419/S 819 - Public Good IRA Rollover Act of 2007; S 1288 - Women's Retirement Security Act of 2007; 403(b) regulatory guidance (RIN 1545-BB64/REG-155608-02); Pension reform technical corrections; S 1010 - Retirement Security of Life Act of 2007; proposed revisions to Form 5500 (RIN 1210-AB06); Retiree healthcare issues; default investment alternatives (RIN 1210-AB10); investment advice; international pension issues HR 3361/S1974 - Pension Protection Technical Corrections Act of 2007 DOL Plan Fee Disclosure proposed regulations on 408(b)(2) - RIN 1210-AB08

LobbyistCovered position, as disclosed
KATHRYN L ANDERSON —
BROOKE CHAMBERS —
SUE DILANDRO —
DANIEL J KENIRY —

Contacted: Commerce, Dept of (DOC); White House Office; Treasury, Dept of; Labor, Dept of (DOL); Education, Dept of; Securities & Exchange Commission (SEC); HOUSE OF REPRESENTATIVES; SENATE; Office of Management & Budget (OMB); State, Dept of (DOS); Federal Reserve System

Bills named: H.R. 1419 (110th), H.R. 2167 (110th), H.R. 3361 (110th)

Education EDU

HR 2669 - College Cost Reduction Act; HR 4137 - College Opportunity and Affordability Act; S 1642 - Higher Education Amendments; budget proposals regarding 529 college savings plans; HR 2272/S 761 - America COMPETES Act

LobbyistCovered position, as disclosed
KATHRYN L ANDERSON —
BROOKE CHAMBERS —
SUE DILANDRO —
DANIEL J KENIRY —

Contacted: Education, Dept of; White House Office; SENATE; Office of Management & Budget (OMB); HOUSE OF REPRESENTATIVES; Treasury, Dept of; Labor, Dept of (DOL); Securities & Exchange Commission (SEC); Federal Reserve System; Commerce, Dept of (DOC); State, Dept of (DOS)

Bills named: H.R. 4137 (110th), H.R. 2272 (110th), H.R. 2669 (110th)

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.