1st Quarter - Report

AMERIPRISE FINANCIAL, INC. for AMERIPRISE FINANCIAL, INC.

Period 1st Quarter 2026 Filed Apr 20, 2026 Signed by Elizabeth Varley, Senior Vice President, Government Affairs

Official filing
Firm
AMERIPRISE FINANCIAL, INC.
Client
AMERIPRISE FINANCIAL, INC.
Income
—
Expenses
$520,000
Expense method
C: businesses, Internal Revenue Code section 162(e)

What was lobbied

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

Financial Institutions/Investments/Securities FIN

H.R. 1777 - Secure Notarization Act of 2025; entire bill H.R. 2441 - Improving Disclosures for Investors Act; entire bill H.R. 2689 - Restoring Accountability in Market Supervision (RAMS) Act; entire bill H.R. 3383 - Increasing Investor Opportunities Act; entire bill H.R. 3633 - CLARITY Act of 2025 & Senate amendments to H.R. 3633 CLARITY Act of 2025 S. 1561- Secure Notarization Act of 2025; entire bill S. 1877 - Improving Disclosures for Investors Act; entire bill Not Yet Introduced: Data privacy legislation Not Yet Introduced: issues related to Health Savings Accounts Not Yet Introduced: issues related to escheatment

LobbyistCovered position, as disclosed
STEPHEN CHANG —
ELIZABETH VARLEY —

Contacted: SENATE; HOUSE OF REPRESENTATIVES

Bills named: H.R. 3383 (119th), H.R. 1777 (119th), H.R. 2689 (119th), S. 1561 (119th), S. 1877 (119th), H.R. 2441 (119th), H.R. 3633 (119th)

Labor Issues/Antitrust/Workplace LBR

H.R. 20 - Richard L. Trumka Protecting the Right to Organize (PRO) Act; entire bill H.R. 1319 - To amend the Fair Labor Standards Act of 1938 and National Labor Relations Act to clarify the standard for determining whether an individual is an employee and for other purposes; entire bill H.R. 1320 - To ensure that the provision of portable benefits to an individual is not considered in determining whether such individual is an employee of a person; entire bill S. 852 - Richard L. Trumka Protecting the Right to Organize (PRO) Act; entire bill S. 2210 - Unlocking Benefits for independent Workers Act; entire bill S. 2228 - Modern Worker Empowerment Act; entire bill S. 4010 - 21st Century Worker Act; entire bill

LobbyistCovered position, as disclosed
STEPHEN CHANG —
ELIZABETH VARLEY —

Contacted: SENATE; HOUSE OF REPRESENTATIVES

Bills named: H.R. 1319 (119th), S. 2210 (119th), S. 2228 (119th), S. 4010 (119th), H.R. 20 (119th), S. 852 (119th), H.R. 1320 (119th)

Retirement RET

H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act; entire bill H.R. 2544 - Financial Freedom Act; entire bill H.R. 2696 - Retirement Savings for Americans Act; entire bill H.R. 2891 - IRA Charitable Rollover Facilitation and Enhancement Act; entire bill H.R. 6084 - ERISA Litigation Reform Act; entire bill H.R. 6324 - Retirement Simplification and Clarity Act; entire bill H.R. 6450 - Retirement Rollover Flexibility Act; entire bill H.R. 6722 - Automatic IRA Act of 2025; entire bill H.R. 7556 - Pensions for All Act; entire bill S. 424 - Retirement Fairness for Charities and Educational Institutions Act; entire bill S. 1222 - Financial Freedom Act; entire bill S. 1526 - Retirement Savings for Americans Act (RSAA); entire bill S. 2217 - Independent Retirement Fairness Act; entire bill S. 2335 - Pensions for All Act; entire bill S. 3352 - Retirement Rollover Flexibility Act; entire bill S. 3975 - IRA Charitable rollover Facilitation and Enhancement Act; entire bill Not Yet Introduced: Excise taxes on Individual Retirement Accounts

LobbyistCovered position, as disclosed
STEPHEN CHANG —
ELIZABETH VARLEY —

Contacted: SENATE; HOUSE OF REPRESENTATIVES

Bills named: H.R. 6084 (119th), H.R. 7556 (119th), H.R. 6450 (119th), S. 3975 (119th), H.R. 6324 (119th), H.R. 2891 (119th), S. 1222 (119th), S. 424 (119th), H.R. 6722 (119th), S. 2335 (119th), H.R. 2544 (119th), H.R. 2696 (119th), S. 1526 (119th), S. 3352 (119th), S. 2217 (119th), H.R. 1013 (119th)

Taxation/Internal Revenue Code TAX

H.R. 2089 - Generating Retirement Ownership through Long-Term Holding (GROWTH); entire bill H.R. 2547 - Secure Family Futures Act; entire bill S. 1335 - Secure Family Futures Act; entire bill S. 1839 - Generating Retirement Ownership through Long-Term Holding (GROWTH); entire bill

LobbyistCovered position, as disclosed
STEPHEN CHANG —
ELIZABETH VARLEY —

Contacted: SENATE; HOUSE OF REPRESENTATIVES

Bills named: H.R. 2547 (119th), S. 1839 (119th), H.R. 2089 (119th), S. 1335 (119th)

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.