TIAA for TIAA
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 Qualified Default Investment Alternatives (QDIA) General Account Products Auto Portability Access to Workplace 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) DOL Proposed Rule, Retirement Security Rule: Definition of an Investment Advice Fiduciary DOL Proposed Rule, Proposed Amendment to Prohibited Transaction Exemption 2020-02" Automatic IRA Act of 2024 (H.R. 7293)
| Lobbyist | Covered position, as disclosed |
|---|---|
| ERIC MAY | — |
| CHRISTOPHER SPENCE | — |
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 | — |
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 Tax Relief for American Families and Workers Act (H.R. 7024)
| Lobbyist | Covered position, as disclosed |
|---|---|
| ERIC MAY | — |
| CHRISTOPHER SPENCE | — |
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 | — |
Insurance INS
Issues pertaining to the availability and affordability of insurance for affordable housing properties.
| Lobbyist | Covered position, as disclosed |
|---|---|
| ERIC MAY | — |
| CHRISTOPHER SPENCE | — |
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.