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
Financial Regulatory Reform Federal Reserve Supervision of Savings and Loan Holding Companies Dodd-Frank Wall Street Reform and Consumer Protection Act in regards to: - Systemic Risk Designation - Volcker Rule Name Sharing Prohibition Asset Manager SIFI Designation FDIC Treatment of Brokered Deposits Muni-Bonds as HQLA Section 11 of the Home Owners Loan Act
| Lobbyist | Covered position, as disclosed |
|---|---|
| JILL BROWN | — |
| LARRY M CHADWICK | — |
| SAMUEL HODAS | — |
| CHRISTOPHER SPENCE | — |
Taxation/Internal Revenue Code TAX
529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Preserving the Tax Treatment of Municipal Bonds Net Interest Expense Deduction Net Operating Losses Foreign Tax Credit (FTC) Transition Provisions Reserve Deductions Deferred Acquisition Costs Immediate Expensing of Assets Border Adjustability Provision Relaxation of Subpart F Rules Compensation Deduction Limits Consolidated Return Rules for Life Companies Capital Loss Limitations Dividend Received Deduction Accounts Improvements Act Stretch IRA Providing Lifetime Income Illustrations on Retirement Benefit Statements Tax Reform included in the House GOP "A Better Way" Blueprint Tax Reform included in the "Unified Framework" document
| Lobbyist | Covered position, as disclosed |
|---|---|
| JILL BROWN | — |
| LARRY M CHADWICK | — |
| SAMUEL HODAS | — |
| CHRISTOPHER SPENCE | — |
Retirement RET
Retirement Security as in the following bills: - Retirement Improvements and Savings Enhancements (RISE) Act of 2016 (discussion draft) - Senior$afe Act of 2017 (S.223) - Lifetime Income Disclosure Act (S.868 and H.R. 2055) - Graduate Student Savings Act (S.1379 and H.R. 3136) - Savings Enhancement by Alleviating Leakage in 401(k) Savings Act (H.R. 2030) - Retirement Plan Simplification and Enhancement Act (re-introduction pending) - RETIRE Act (re-introduction pending) DOL & SEC Fiduciary Proposals 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 for Plan Menus Portability of Annuities in Defined Contribution Plans
| Lobbyist | Covered position, as disclosed |
|---|---|
| JILL BROWN | — |
| LARRY M CHADWICK | — |
| SAMUEL HODAS | — |
| 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.