3rd Quarter - Report

DAVIS & HARMAN LLP for FMR LLC

Firm
Client
Income
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Expenses
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No amount is shown when the filer reports less than $5,000 for the period, which the form does not ask them to state.

What was lobbied

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

Education EDU

Issues related to electronic witnessing. H.R. 1043/S. 460, Employer Participation in Repayment Act (116th Congress). H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress).

LobbyistCovered position, as disclosed
CHRIS L GASTON Chief of Staff, Rep. Rush Holt
KENT A MASON —

Contacted: HOUSE OF REPRESENTATIVES; SENATE

Bills named: H.R. 2617 (118th), S. 460 (118th), H.R. 1043 (118th)

Retirement RET

Proposals to expand retirement plan coverage and adequacy, including proposals to reform the multiple employer plan rules. Proposals related to creating of new qualified retirement plans for small business. Issues related to tax incentives for retirement savings. Qualified plan issues. Proposals related to self correcting inadvertent plan errors. Work related to brokerage window investments. Proposals related to electronic disclosure. Issues related to electronic witnessing. Issues related to SEC's liquidity and swing pricing proposal. Issues related to the Roth catch-up effective date. Issues related to the SEC's predictive data analytics proposal. S. 1011, to modify the requirements for multiple employer plans, and for other purposes (116th Congress). H.R. 7310, Protecting Americas Retirement Security Act (117th Congress). S. 4147/H.R. 7860, Financial Freedom Act (117th Congress). H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). H.R. 1059/S. 1212, Securing and Enabling Commerce Using Remote and Electronic Notarization Act. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. H.R. 4924/S. 2517, Auto Reenroll Act.

LobbyistCovered position, as disclosed
CHRIS L GASTON Chief of Staff, Rep. Rush Holt
KENT A MASON —

Contacted: HOUSE OF REPRESENTATIVES; Securities & Exchange Commission (SEC); SENATE

Bills named: S. 4147 (118th), S. 2512 (118th), H.R. 2617 (118th), H.R. 7310 (118th), S. 1212 (118th), H.R. 7860 (118th), H.R. 4924 (118th), H.R. 1059 (118th), S. 1011 (118th), S. 2517 (118th)

Taxation/Internal Revenue Code TAX

Proposals to expand retirement plan coverage and adequacy, including proposals to reform the multiple employer plan rules. Proposals related to creating of new qualified retirement plans for small business. Issues related to tax incentives for retirement savings. Qualified plan issues. Proposals related to self correcting inadvertent plan errors. Work related to brokerage window investments. Proposals related to electronic disclosure. Issues related to electronic witnessing. Issues related to SEC's liquidity and swing pricing proposal. Issues related to the Roth catch-up effective date. Issues related to the SEC's predictive data analytics proposal. S. 1011, to modify the requirements for multiple employer plans, and for other purposes (116th Congress). H.R. 7310, Protecting Americas Retirement Security Act (117th Congress). S. 4147/H.R. 7860, Financial Freedom Act (117th Congress). H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). H.R. 1059/S. 1212, Securing and Enabling Commerce Using Remote and Electronic Notarization Act. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. H.R. 4924/S. 2517, Auto Reenroll Act.

LobbyistCovered position, as disclosed
CHRIS L GASTON Chief of Staff, Representative Rush Holt
KENT A MASON —

Contacted: HOUSE OF REPRESENTATIVES; SENATE

Bills named: H.R. 2617 (118th), S. 2517 (118th), S. 4147 (118th), S. 1212 (118th), S. 2512 (118th), H.R. 1059 (118th), H.R. 7860 (118th), S. 1011 (118th), H.R. 7310 (118th), H.R. 4924 (118th)

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.