2nd Quarter - Report — TIAA for TIAA (2024)

Firm

TIAA

Client

TIAA

Income

—

Expenses

$320,000

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.

Retirement RET

Access to Lifetime Income Investment/Distribution Options on Retirement Plan Menus Defined Contribution Retirement Plan Design and Modernization Lifetime Income in Qualified Default Investment Alternatives (QDIA) Access to Workplace Retirement Plans Tax-deferred treatment of retirement plans Post SECURE 2.0 Implementation SEC Proposed Rule, Open-End Fund Liquidity Risk Management Programs and Swing Pricing; Form N-PORT Reporting Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 6772) Lifetime Income for Employees Act (H.R. 3942) Auto Reenroll Act of 2023 (H.R. 4924, S. 2517) Automatic IRA Act of 2024 (H.R. 7293) 401Kids Savings Act (S. 3716, H.R. 7162) DOL Proposed Rule, Retirement Security Rule: Definition of an Investment Advice Fiduciary DOL Proposed Rule, Proposed Amendment to Prohibited Transaction Exemption 2020-02"

Lobbyist	Covered position, as disclosed
ERIC MAY	—
CHRISTOPHER SPENCE	—

Contacted: SENATE; Securities & Exchange Commission (SEC); Treasury, Dept of; Labor, Dept of (DOL); HOUSE OF REPRESENTATIVES

Bills named: H.R. 7162 (118th), S. 3716 (118th), S. 2517 (118th), H.R. 6772 (118th), H.R. 4924 (118th), H.R. 3942 (118th), H.R. 7293 (118th)

Financial Institutions/Investments/Securities FIN

Diversity and Inclusion ESG Investing Closed End Funds Increasing Investor Opportunities Act (H.R. 4262) and related amendments Retirement Fairness for Charities and Educational Institutions Act of 2023 (H.R. 3063) and related amendments Data Privacy SEC Proposed Rule, Open-End Fund Liquidity Risk Management Programs and Swing Pricing; Form N-PORT Reporting Issues pertaining to the ownership of agricultural land.

Lobbyist	Covered position, as disclosed
ERIC MAY	—
CHRISTOPHER SPENCE	—

Contacted: Treasury, Dept of; SENATE; Securities & Exchange Commission (SEC); HOUSE OF REPRESENTATIVES

Bills named: H.R. 4262 (118th), H.R. 3063 (118th)

Taxation/Internal Revenue Code TAX

OECD Pillar Two Accounting Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 6772) Lowering Costs for Caregivers Act of 2023 (S. 3254) Expanded Student Savers Tax Credit Act (H.R. 2641) Automatic IRA Act of 2024 (H.R. 7293) Low-Income Housing Tax Credit (LIHTC) and related legislation, including the oTax Relief for American Families and Workers Act (H.R. 7024) Tax-deferred treatment of retirement plans

Lobbyist	Covered position, as disclosed
ERIC MAY	—
CHRISTOPHER SPENCE	—

Contacted: Treasury, Dept of; HOUSE OF REPRESENTATIVES; SENATE

Bills named: H.R. 6772 (118th), H.R. 2641 (118th), S. 3254 (118th), H.R. 7293 (118th), H.R. 7024 (118th)

Agriculture AGR

Growing Access to Environmental Sustainability Act (H.R. 4800) Issues pertaining to the ownership of agricultural land.

Lobbyist	Covered position, as disclosed
ERIC MAY	—
CHRISTOPHER SPENCE	—

Contacted: SENATE; HOUSE OF REPRESENTATIVES

Bills named: H.R. 4800 (118th)

Insurance INS

Issues pertaining to the availability and affordability of insurance for affordable housing properties.

Lobbyist	Covered position, as disclosed
ERIC MAY	—
CHRISTOPHER SPENCE	—

Contacted: Treasury, Dept of; HOUSE OF REPRESENTATIVES; Housing & Urban Development, Dept of (HUD); SENATE

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.