1st Quarter - Report

DAVIS & HARMAN LLP for COMMITTEE OF ANNUITY INSURERS

Firm
Client
Income
$10,000
Expenses
—

What was lobbied

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

Taxation/Internal Revenue Code TAX

Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Technical Corrections to the SECURE 2.0 Act of 2022.

LobbyistCovered position, as disclosed
CHRIS L GASTON Chief of Staff, Representative Rush Holt
BRYAN W KEENE —
KENT A MASON —
ADAM MCMAHON —

Contacted: HOUSE OF REPRESENTATIVES; SENATE

Financial Institutions/Investments/Securities FIN

Proposals to amend federal securities laws to ensure parity between 403(b) plans and other types of retirement plans and to facilitate 403(b) plan investments in collective investment trusts, including: H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act; Technical Corrections to the SECURE 2.0 Act of 2022.

LobbyistCovered position, as disclosed
CHRIS L GASTON Chief of Staff, Rep. Rush Holt
BRYAN W KEENE —
KENT A MASON —
ADAM MCMAHON —

Contacted: HOUSE OF REPRESENTATIVES; SENATE

Bills named: S. 424 (119th), H.R. 1013 (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.