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
Federal Reserve Supervision of Savings and Loan Holding Companies Asset Manager SIFI Designation as in the following bills: - Financial Stability Oversight Council Improvement Act of 2019 (S. 603) - Financial Stability Oversight Council Improvement Act of 2019 H.R. 3561 FDIC Treatment of Brokered Deposits (H.R. 2572) Section 11 of the Home Owners Loan Act Consumer Financial Choice and Capital Markets Protection Act H.R. 4492 Proxy Advisory Firms/Corporate Governance Data Privacy Legislation Reg BI ESG Disclosure Simplification Act of 2019 (H.R. 4329) A bill to improve laws related to money laundering and other purposes (S.2563) Corporate Transparency Act (H.R. 2513) Housing Finance Reform Diversity and Inclusion CARES ACT (H.R. 748) HEROES ACT (H.R. 6800) Paycheck Protection Program ESG Investing Form 13F HOPE Act (H.R. 7809) E-SIGN Modernization Act (S.4159) Warehouse Lending Troubled Debt Restructuring (HR 133) Climate Change Increasing Investor Opportunities Act (HR 8786)
| Lobbyist | Covered position, as disclosed |
|---|---|
| JILL BROWN | — |
| LARRY M CHADWICK | — |
| SAMUEL HODAS | — |
| CHRISTOPHER SPENCE | — |
| JULIA TISHMAN | — |
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 Tax Treatment of Municipal Bonds Net Interest Expense Deduction Reserve Deductions Retirement Enhancement and Savings Act (S. 972, H.R. 1007) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Infrastructure investment by Life Insurers Retirement Security and Savings Act (S. 1431) The Setting Every Community Up for Retirement Enhancement Act (HR 1994) Student Loans as in the following bill: - Retirement Parity for Student Loans Act (S. 1428) Stretch IRA Employer Participation in Repayment Act (HR 1043/S. 460) The Taxpayer First Act (HR 3151) Health Savings Accounts (HSAs) - Pandemic Healthcare Access Act S.3546/H.R.6338 Student Loans Remote Notarization General Account Products CARES Act (H.R. 748) 7702/Ordinary Tax Treatment for Bonds
| Lobbyist | Covered position, as disclosed |
|---|---|
| JILL BROWN | — |
| LARRY M CHADWICK | — |
| SAMUEL HODAS | — |
| CHRISTOPHER SPENCE | — |
| JULIA TISHMAN | — |
Retirement RET
Retirement Security as in the following bills: -Automatic Retirement Plan Act (Not yet reintroduced) -Retirement Security and Savings Act (S. 1431) -Retirement Parity for Student Loans Act (S. 1428) -The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) -Securing a Strong Retirement Act (H.R. 8696) -Lifetime Income for Employees Act (H.R. 8990) 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 Automatic IRA/401(k) Retirement Plans Collective Investment Trusts in 403(b) Plans Multiple Employer Plans Infrastructure Student Loans Remote Notarization General Account Products CARES Act (H.R. 748) ESG Investments Proxy Voting
| Lobbyist | Covered position, as disclosed |
|---|---|
| JILL BROWN | — |
| LARRY M CHADWICK | — |
| SAMUEL HODAS | — |
| CHRISTOPHER SPENCE | — |
| JULIA TISHMAN | — |
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.