DAVIS & HARMAN LLP for VANGUARD GROUP
What was lobbied
3 issue areas, each in the filer's own words, with who lobbied on it and where.
Retirement RET
Issues related to tax incentives for retirement savings. Issues related to employee benefit plan investments and administration, and electronic delivery of ERISA-mandated statements and disclosures. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). S. 2517, Auto Reenroll Act of 2023. IRA QDIA Proposal.
| Lobbyist | Covered position, as disclosed |
|---|---|
| CHRIS L GASTON | Chief of Staff, Rep. Rush Holt |
| MICHAEL L HADLEY | — |
| KENT A MASON | — |
| ADAM MCMAHON | — |
| BARBARA A. PATE | — |
Taxation/Internal Revenue Code TAX
Issues related to tax incentives for retirement savings. Issues related to employee benefit plan investments and administration, and electronic delivery of ERISA-mandated statements and disclosures. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). S. 2517, Auto Reenroll Act of 2023. IRA QDIA Proposal.
| Lobbyist | Covered position, as disclosed |
|---|---|
| CHRIS L GASTON | Chief of Staff, Rep. Rush Holt |
| MICHAEL L HADLEY | — |
| KENT A MASON | — |
| ADAM MCMAHON | — |
| BARBARA A. PATE | — |
Financial Institutions/Investments/Securities FIN
SEC hard close and swing pricing proposal. Expansion of investment options for 403(b) plans, including: H.R. 3063/S. 4917, Retirement Fairness for Charities and Educational Institutions Act.
| Lobbyist | Covered position, as disclosed |
|---|---|
| CHRIS L GASTON | Chief of Staff, Rep. Rush Holt |
| MICHAEL L HADLEY | — |
| KENT A MASON | — |
| ADAM MCMAHON | — |
| BARBARA A. PATE | — |
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.