TIAA for TIAA
What was lobbied
3 issue areas, each in the filer's own words, with who lobbied on it and where.
Financial Institutions/Investments/Securities FIN
Financial Regulatory Reform as in the following bill: - Economic Growth, Regulatory Relief, and Consumer Protection Act (S.2155) Federal Reserve Supervision of Savings and Loan Holding Companies Dodd-Frank Wall Street Reform and Consumer Protection Act in regards to: - Systemic Risk Designation - Volcker Rule Name Sharing Prohibition Asset Manager SIFI Designation as in the following bill: - Financial Stability Oversight Council Improvement Act of 2017 (H.R.4061) FDIC Treatment of Brokered Deposits Muni-Bonds as HQLA Section 11 of the Home Owners Loan Act Consumer Financial Choice and Capital Markets Protection Act of 2017 (H.R.2319) International Insurance Standards Act of 2017 (H.R.4537) State Insurance Regulation Preservation Act (H.R.4061)
| Lobbyist | Covered position, as disclosed |
|---|---|
| JILL BROWN | — |
| LARRY M CHADWICK | — |
| SAMUEL HODAS | — |
| CHRISTOPHER SPENCE | — |
Taxation/Internal Revenue Code TAX
Tax Reform included in Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Preserving the Tax Treatment of Municipal Bonds Net Interest Expense Deduction Net Operating Losses Foreign Tax Credit (FTC) Transition Provisions Reserve Deductions Deferred Acquisition Costs Immediate Expensing of Assets Compensation Deduction Limits Dividend Received Deduction Retirement Enhancement and Savings Act (S.2526, H.R.5282)
| Lobbyist | Covered position, as disclosed |
|---|---|
| JILL BROWN | — |
| LARRY M CHADWICK | — |
| SAMUEL HODAS | — |
| CHRISTOPHER SPENCE | — |
Retirement RET
Retirement Security as in the following bills: - Senior$afe Act of 2017 (S.223, H.R.3758) - Lifetime Income Disclosure Act (S.868, H.R.2055) - Graduate Student Savings Act (S.1379, H.R.3136) - Savings Enhancement by Alleviating Leakage in 401(k) Savings Act (H.R.2030, S.940, H.R.1, S.1) - Retirement Plan Simplification and Enhancement Act (H.R.4524) - Receiving Electronic Statements to Improve Retiree Earnings Act (H.R.4610) - Small Businesses Add Value for Employees Act (SAVE Act) (H.R.4637) - Increasing Access to a Secure Retirement Act of 2017 Bill Text (H.R.4604) - Automatic Retirement Plan Act of 2017 (H.R.4523) - Portability of Lifetime Income and Managed Account Options (H.R.3910) - Retirement Security for American Workers Act (H.R.854) - Retirement Security Act of 2017 (S.1383) - Retirement Enhancement and Savings Act (S.2526, H.R.5282) DOL & SEC Fiduciary Proposals Providing Lifetime Income Illustrations on Retirement Benefit Statements Defined Contribution Retirement Plan Design and Modernization Fiduciary Concerns Related to Advice and Education in Retirement Plans Stretch IRA Electronic Delivery of Plan Documents Tax Reform Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Qualified Default Investment Alternatives (QDIA) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Portability of Annuities in Defined Contribution Plans
| Lobbyist | Covered position, as disclosed |
|---|---|
| JILL BROWN | — |
| LARRY M CHADWICK | — |
| SAMUEL HODAS | — |
| CHRISTOPHER SPENCE | — |
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.