1st Quarter - Report — THE ERISA INDUSTRY COMMITTEE for ERISA INDUSTRY COMMITTEE (2012)

Firm

THE ERISA INDUSTRY COMMITTEE

Client

ERISA INDUSTRY COMMITTEE

Income

—

Expenses

$220,000

Expense method

C: businesses, Internal Revenue Code section 162(e)

What was lobbied

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

Health Issues HCR

Public Law 111-148/H.R. 3590, Patient Protection and Affordable Care Act, all provisions. Title II of the Genetic Information Nondiscrimination Act (GINA), Wellness Programs.

Lobbyist	Covered position, as disclosed
MARK J UGORETZ	—
GRETCHEN YOUNG	—

Contacted: Internal Revenue Service (IRS); Equal Employment Opportunity Commission (EEOC); Treasury, Dept of; Pension Benefit Guaranty Corporation (PBGC); HOUSE OF REPRESENTATIVES; SENATE; Labor, Dept of (DOL); White House Office; Health & Human Services, Dept of (HHS)

Bills named: H.R. 3590 (112th)

Retirement RET

S. 1813, the Moving Ahead for Progress in the 21st Century (MAP-21) Act, all retirement plan provisions; Public Law 111-148/H.R. 3590, Patient Protection and Affordable Care Act, retirement plan provisions; H.R. 4173, Dodd-Frank Wall Street Reform and Consumer Protection Act of 2010, retirement plan provisions; DOL Section 408(b)(2) guidance; CFTC final business conduct standards, retirement plan provisions; H.R.1148, Stop Trading on Congressional Knowledge Act, retirement plan provisions; H.R. 4050 Retirement Plan Simplification and Enhancement Act of 2012, retirement plan provisions; Proposed IRS regulations, Fair and Accurate Credit Transaction Act of 2003, retirement plan provisions; FAB 2006-03, Expand Safe Harbor for Electronic Distribution of Participant-Level Disclosure; DOL proposed definition of fiduciary; Joint DOL & Treasury lifetime income project; DOL proposal interim final rule fiduciary-level fee disclosure (29 C.F.R. 2550.408b-2(c)) and participant-level disclosure (29 C.F.R. 2550.404a-5. Proposed regulations and general issues: deficit reduction; cash balance plans, hybrid plans; lifetime income options for participants and beneficiaries in retirement plans, suspension of benefits notice requirements, proposed guidance on annuities, cash balance plan regulations; defined benefit plans, definition of fiduciary, and proposed funding relief.

Lobbyist	Covered position, as disclosed
KATHRYN RICARD	—
MARK J UGORETZ	—

Contacted: Labor, Dept of (DOL); Health & Human Services, Dept of (HHS); Treasury, Dept of; HOUSE OF REPRESENTATIVES; Pension Benefit Guaranty Corporation (PBGC); White House Office; Equal Employment Opportunity Commission (EEOC); Internal Revenue Service (IRS); SENATE

Bills named: H.R. 4173 (112th), H.R. 1148 (112th), S. 1813 (112th), H.R. 4050 (112th), H.R. 3590 (112th)

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.