3rd Quarter - Report

TIAA for TIAA

Period 3rd Quarter 2022 Filed Oct 17, 2022 Signed by Christopher Spence

Official filing
Firm
TIAA
Client
TIAA
Income
—
Expenses
$470,000
Expense method
A: Lobbying Disclosure Act definitions

What was lobbied

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

Retirement RET

Retirement Security as in the following bills: - Retirement Security and Savings Act (S. 1770) - Retirement Parity for Student Loans Act (H.R. 2917 & S. 1443) - The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) - Securing a Strong Retirement Act (H.R. 2954) - Lifetime Income for Employees Act (H.R. 6746) - Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 3644) - Enhancing Emergency and Retirement Savings Act (S. 1870 / H.R. 7146) - Retirement Improvement and Savings Enhancement RISE & SHINE Act (HR 5891, S. 4353). - Enhancing American Retirement Now (EARN) Act Access to Lifetime Income Option on Retirement Plan Menus 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 Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Qualified Default Investment Alternatives (QDIA) Portability of Annuities in Defined Contribution Plans Multiple Employer Plans Student Loans Remote Notarization General Account Products ESG Investments Emergency Savings

LobbyistCovered position, as disclosed
JILL BROWN —
BRET HESTER —
ERIC MAY —
CHRISTOPHER SPENCE —

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

Bills named: H.R. 2917 (117th), S. 1870 (117th), H.R. 2954 (117th), H.R. 5891 (117th), S. 1770 (117th), S. 4353 (117th), S. 1443 (117th), H.R. 1994 (117th), H.R. 7146 (117th), H.R. 6746 (117th), H.R. 3644 (117th)

Financial Institutions/Investments/Securities FIN

ESG Disclosure Simplification Act of 2021 (H.R. 1187) Diversity and Inclusion ESG Investing Closed End Funds Increasing Investor Opportunities Act (H.R. 4262/S. 3948) Inflation Reduction Act (HR 5376)

LobbyistCovered position, as disclosed
JILL BROWN —
BRET HESTER —
ERIC MAY —
CHRISTOPHER SPENCE —

Contacted: Treasury, Dept of; Federal Reserve System; HOUSE OF REPRESENTATIVES; SENATE; Securities & Exchange Commission (SEC)

Bills named: S. 3948 (117th), H.R. 5376 (117th), H.R. 4262 (117th), H.R. 1187 (117th)

Taxation/Internal Revenue Code TAX

Student Loans -American Rescue Plan (H.R. 1319) -Retirement Parity for Student Loans Act (H.R. 2917 & S. 1443) Remote Notarization -SECURE Notarization Act (H.R. 3962/S. 1625) Emergency Savings -Enhancing Emergency and Retirement Savings Act (S. 1870 / H.R. 7146) Inflation Reduction Act (HR 5376)

LobbyistCovered position, as disclosed
JILL BROWN —
BRET HESTER —
ERIC MAY —
CHRISTOPHER SPENCE —

Contacted: Treasury, Dept of; SENATE; HOUSE OF REPRESENTATIVES

Bills named: H.R. 3962 (117th), H.R. 1319 (117th), S. 1443 (117th), S. 1625 (117th), S. 1870 (117th), H.R. 2917 (117th), H.R. 7146 (117th), H.R. 5376 (117th)

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.