3rd Quarter - Report

DAVIS & HARMAN LLP for TIAA

A later version of this report replaces this one, so LegiList's totals use the current version instead. This page shows this version exactly as filed.

Firm
Client
Income
$10,000
Expenses
—

Versions of this report

Every filing the register holds for this firm, client and period, oldest first. The most recent one is the version LegiList counts.

Filing Filed Amount Counted
3rd Quarter - Report (this page) Oct 14, 2025 $10,000 Replaced
3rd Quarter - Amendment Oct 14, 2025 $10,000 Yes

What was lobbied

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

Retirement RET

Issues related to tax incentives for retirement savings. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase distribution options within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. Proposals that would consolidate various retirement and IRA types. H.R. 3942, Lifetime Income for Employees Act. (118th Congress).

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

Contacted: SENATE; HOUSE OF REPRESENTATIVES

Bills named: H.R. 3942 (119th)

Taxation/Internal Revenue Code TAX

Issues related to tax incentives for retirement savings. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase distribution options within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. Proposals that would consolidate various retirement and IRA types. H.R. 3942, Lifetime Income for Employees Act. (118th Congress).

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

Contacted: SENATE; HOUSE OF REPRESENTATIVES

Bills named: H.R. 3942 (119th)

Financial Institutions/Investments/Securities FIN

Expansion of investment options for 403(b) plans, including: H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act.

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

Contacted: SENATE; HOUSE OF REPRESENTATIVES

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