4th Quarter - Report — TIAA for TIAA (2022)

Firm

TIAA

Client

TIAA

Income

—

Expenses

$410,000

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.

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) Data Privacy

Lobbyist	Covered position, as disclosed
JILL BROWN	—
ERIC MAY	—
CHRISTOPHER SPENCE	—

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

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

Retirement RET

Retirement Security as in the following bills: -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) -Retirement Improvement and Savings Enhancement Act (H.R. 5891) -RISE & SHINE Act (S. 4353) -Enhancing American Retirement Now (EARN) Act Access to Lifetime Income Options on Retirement Plan Menus Defined Contribution Retirement Plan Design and Modernization Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Qualified Default Investment Alternatives (QDIA) Multiple Employer Plans Student Loans Remote Notarization General Account Products ESG Investments

Lobbyist	Covered position, as disclosed
JILL BROWN	—
ERIC MAY	—
CHRISTOPHER SPENCE	—

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

Bills named: H.R. 1994 (117th), H.R. 5891 (117th), S. 4353 (117th), H.R. 6746 (117th), H.R. 2954 (117th), H.R. 3644 (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) -Corporate Alternative Minimum Tax

Lobbyist	Covered position, as disclosed
JILL BROWN	—
ERIC MAY	—
CHRISTOPHER SPENCE	—

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

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