1st Quarter - Report

TIAA for TIAA

Firm
Client
Income
—
Expenses
$460,000
Expense method
A: Lobbying Disclosure Act definitions

What was lobbied

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

Insurance INS

HR 1880 - National Insurance Consumer Protection Act HR 2609 - Insurance Information Act Optional Federal Charter HR 3590 - Service Member's Home Ownership Tax Act HR 3962 - Affordable Health Care Improvement Act

LobbyistCovered position, as disclosed
KATHRYN L ANDERSON —
SUE DILANDRO —
LANGSTON EMERSON Sr Legislative Assistant, Rep. Michael E. Capuano
DANIEL J KENIRY —
NICOLE SUSAN PETROSINO New Leg Asst, Office of Michael P. Forbes

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

Bills named: H.R. 3962 (111th), H.R. 2609 (111th), H.R. 3590 (111th), H.R. 1880 (111th)

Taxation/Internal Revenue Code TAX

Auto-IRA proposals Saver's Credit Expansion Dividend Tax Corporate Owned Life Insurance HR 2625/S 1153 - Tax Equity for Health Plan Beneficiaries Act HR 3200 - America's Affordable Health Choices Act HR 4154 - Permanent Estate Tax Relief for Families, Farmers, and Small Businesses Act of 2009 HR 4213 - Tax Extenders Act of 2009 HR 4191 - Let Wall Street Pay for Wall Street's Bailout Act of 2009 Estate Tax Financial Transaction Tax HR 4126 - Retirement Fairness Act Annuity Tax Financial Crisis Responsibility Fee

LobbyistCovered position, as disclosed
KATHRYN L ANDERSON —
SUE DILANDRO —
LANGSTON EMERSON Sr Legislative Assistant, Rep. Michael E. Capuano
DANIEL J KENIRY —
NICOLE SUSAN PETROSINO New Leg Asst, Office of Michael P. Forbes

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

Bills named: H.R. 4191 (111th), H.R. 4154 (111th), H.R. 3200 (111th), H.R. 2625 (111th), H.R. 4126 (111th), H.R. 4213 (111th)

Financial Institutions/Investments/Securities FIN

HR 977 - Derivatives Markets Transparency and Accountability Act of 2009 Mortgage Lending Reform Term Asset-Backed Securities Loan Facility (TALF) HR 2454 - American Clean Energy and Security Act S 61 - Helping Families Save Their Homes in Bankruptcy Act of 2009 Target Date Funds S 1074 - Shareholder Bill of Rights Act of 2009 Administration proposal - "Financial Regulatory Reform: A New Foundation" HR 3126 - Consumer Financial Protection Act of 2009 HR 2609 - Office of Insurance Information Treasury proposal - Office of National Insurance (Title V) Treasury proposal - Improvements to Regulation of Over-the-Counter Derivatives Markets (Title VII) S 1691 - Comprehensive Derivatives Regulation Act of 2009 HR 2861 - Shareholder Empowerment Act HR 4173 - Wall Street Reform and Consumer Protection Act HR 2896 - Equal Treatment of Covered Bonds Act of 2009 HR 1728 - Mortgage Reform and Anti-Predatory Lending Act Restoring American Financial Stability Act HR 3817 - Investor Protection Act Proxy Access Proposed SEC Rule

LobbyistCovered position, as disclosed
KATHRYN L ANDERSON —
SUE DILANDRO —
LANGSTON EMERSON Sr Legislative Assistant, Rep. Michael E. Capuano
DANIEL J KENIRY —
NICOLE SUSAN PETROSINO New Leg Asst, Office of Michael P. Forbes

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

Bills named: H.R. 2861 (111th), H.R. 3126 (111th), H.R. 3817 (111th), H.R. 977 (111th), H.R. 2454 (111th), H.R. 2896 (111th), H.R. 2609 (111th), H.R. 4173 (111th), H.R. 1728 (111th)

Retirement RET

S 401 - Defined Contribution Fee Disclosure Act of 2009 Retirement Security Separate Account Prohibited Transaction Exemptions Federal required reporting for pension plan sponsors Auto-Enroll Auto-Escalate Fee Transparency Auto-IRA HR 1988 - Conflicted Investment Advice Prohibition Act of 2009 HR 2779 - Defined Contribution Plan Fee Transparency Act of 2009 HR 2989 - 401(k) Fair Disclosure and Pension Security Act of 2009 S 401 - Defined Contribution Fee Disclosure Act of 2009 Retiree Healthcare S 2832 - Lifetime Income Disclosure Act Investment Advice

LobbyistCovered position, as disclosed
KATHRYN L ANDERSON —
SUE DILANDRO —
LANGSTON EMERSON Sr Legislative Assistant, Rep. Michael E. Capuano
DANIEL J KENIRY —
NICOLE SUSAN PETROSINO New Leg Asst, Office of Michael P. Forbes

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

Bills named: H.R. 2989 (111th), H.R. 2779 (111th), H.R. 1988 (111th)

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.