2nd Quarter - Report

RICH FEUER ANDERSON for MISSIONSQUARE RETIREMENT

Firm
Client
Income
$30,000
Expenses
—

What was lobbied

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

Taxation/Internal Revenue Code TAX

Proposals related to retirement and retiree health savings and collective investment trusts.

LobbyistCovered position, as disclosed
BEN HARNEY Deputy Staff Director, House Oversight Committee; Counsel, House Financial Services Committee; Counsel, Rep. Carolyn B. Maloney
MATTHEW KELLOGG Deputy Asst Sec for Leg Affairs, US Treasury (Mar 2017-2018) Sr Policy Adviser and Counsel, House Majority Ldr McCarthy (Sept 2015-Mar 2017) Leg Asst, Rep Tom Reed (Nov 2010-Nov 2011)
THOMAS KOONCE Legislative Director, Rep. Brad Miller; Legislative Assistant, Rep. Stephen Neal.
JENNIFER RUST Deputy Chief Counsel, House Financial Services Committee; Senior Counsel, House Financial Services Committee; Counsel, House Financial Services Committee; Presidential Management Fellow, U.S. Department of Housing and Urban Affairs
JARED CODY SAWYER Deputy Assistant Secretary, Treasury Department; Senior Counsel, Senate Banking Committee; Professional Staff Member, House Financial Services Committee.
JUSTIN SOK Sr Advisor Leg Affairs, US Treasury (June 2018 - January 2020); Legislative Director Rep Jason Smith (2013-2018)

Contacted: HOUSE OF REPRESENTATIVES; SENATE

Banking BAN

Proposals related to retirement and retiree health savings and collective investment trusts.

LobbyistCovered position, as disclosed
BEN HARNEY Deputy Staff Director, House Oversight Committee; Counsel, House Financial Services Committee; Counsel, Rep. Carolyn B. Maloney
MATTHEW KELLOGG Deputy Asst Sec for Leg Affairs, US Treasury (Mar 2017-2018) Sr Policy Adviser and Counsel, House Majority Ldr McCarthy (Sept 2015-Mar 2017) Leg Asst, Rep Tom Reed (Nov 2010-Nov 2011)
THOMAS KOONCE Legislative Director, Rep. Brad Miller; Legislative Assistant, Rep. Stephen Neal.
JENNIFER RUST Deputy Chief Counsel, House Financial Services Committee; Senior Counsel, House Financial Services Committee; Counsel, House Financial Services Committee; Presidential Management Fellow, U.S. Department of Housing and Urban Affairs
JARED CODY SAWYER Deputy Assistant Secretary, Treasury Department; Senior Counsel, Senate Banking Committee; Professional Staff Member, House Financial Services Committee.
JUSTIN SOK Sr Advisor Leg Affairs, US Treasury (June 2018 - January 2020); Legislative Director Rep Jason Smith (2013-2018)

Contacted: SENATE; HOUSE OF REPRESENTATIVES

Retirement RET

Proposals related to retirement and retiree health savings and collective investment trusts.

LobbyistCovered position, as disclosed
BEN HARNEY Deputy Staff Director, House Oversight Committee; Counsel, House Financial Services Committee; Counsel, Rep. Carolyn B. Maloney
MATTHEW KELLOGG Deputy Asst Sec for Leg Affairs, US Treasury (Mar 2017-2018) Sr Policy Adviser and Counsel, House Majority Ldr McCarthy (Sept 2015-Mar 2017) Leg Asst, Rep Tom Reed (Nov 2010-Nov 2011)
THOMAS KOONCE Legislative Director, Rep. Brad Miller; Legislative Assistant, Rep. Stephen Neal.
JENNIFER RUST Deputy Chief Counsel, House Financial Services Committee; Senior Counsel, House Financial Services Committee; Counsel, House Financial Services Committee; Presidential Management Fellow, U.S. Department of Housing and Urban Affairs
JARED CODY SAWYER Deputy Assistant Secretary, Treasury Department; Senior Counsel, Senate Banking Committee; Professional Staff Member, House Financial Services Committee.
JUSTIN SOK Sr Advisor Leg Affairs, US Treasury (June 2018 - January 2020); Legislative Director Rep Jason Smith (2013-2018)

Contacted: SENATE; HOUSE OF REPRESENTATIVES

Financial Institutions/Investments/Securities FIN

Proposals related to retirement and retiree health savings and collective investment trusts

LobbyistCovered position, as disclosed
BEN HARNEY Deputy Staff Director, House Oversight Committee; Counsel, House Financial Services Committee; Counsel, Rep. Carolyn B. Maloney
MATTHEW KELLOGG Deputy Asst Sec for Leg Affairs, US Treasury (Mar 2017-2018) Sr Policy Adviser and Counsel, House Majority Ldr McCarthy (Sept 2015-Mar 2017) Leg Asst, Rep Tom Reed (Nov 2010-Nov 2011)
THOMAS KOONCE Legislative Director, Rep. Brad Miller; Legislative Assistant, Rep. Stephen Neal.
JENNIFER RUST Deputy Chief Counsel, House Financial Services Committee; Senior Counsel, House Financial Services Committee; Counsel, House Financial Services Committee; Presidential Management Fellow, U.S. Department of Housing and Urban Affairs
JARED CODY SAWYER Deputy Assistant Secretary, Treasury Department; Senior Counsel, Senate Banking Committee; Professional Staff Member, House Financial Services Committee.
JUSTIN SOK Sr Advisor Leg Affairs, US Treasury (June 2018 - January 2020); Legislative Director Rep Jason Smith (2013-2018)

Contacted: SENATE; HOUSE OF REPRESENTATIVES

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.