DAVIS & HARMAN LLP for EDWARD JONES INVESTMENTS
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.
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 17, 2024 | $30,000 | Replaced |
| 3rd Quarter - Amendment | Oct 18, 2024 | $20,000 | Yes |
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 small business retirement issues and retirement savings issues. SIMPLE IRAs. Issues related to automatic reenrollment. Partnership tax issues. Required minimum distribution issues. Proposals to assist military spouses. Issues related to emergency savings. Proposals related to net investment income. Proposals to assist caregivers. Issues related to SEC's liquidity and swing pricing proposal. Issues related to the SEC's predictive data analytics proposal. Issues related to Roth catch-up contribution effective date. Issues regarding age 18 eligibility. H.R. 7146/S. 1870, Enhancing Emergency and Retirement Savings Act (117th Congress). H.R. 7310, Protecting Americas Retirement Security Act (117th Congress). H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). H.R. 4924/S. 2517, Auto Reenroll Act. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. S. 3305, Helping Young Americans Save for Retirement Act
| Lobbyist | Covered position, as disclosed |
|---|---|
| CHRIS L GASTON | Chief of Staff, Rep. Rush Holt |
| KENT A MASON | — |
| BARBARA A. PATE | — |
Retirement RET
Proposals related to small business retirement issues and retirement savings issues. SIMPLE IRAs. Issues related to automatic reenrollment. Partnership tax issues. Required minimum distribution issues. Proposals to assist military spouses. Issues related to emergency savings. Proposals related to net investment income. Proposals to assist caregivers. Issues related to SEC's liquidity and swing pricing proposal. Issues related to the SEC's predictive data analytics proposal. Issues related to Roth catch-up contribution effective date. Issues regarding age 18 eligibility. H.R. 7146/S. 1870, Enhancing Emergency and Retirement Savings Act (117th Congress). H.R. 7310, Protecting Americas Retirement Security Act (117th Congress). H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). H.R. 4924/S. 2517, Auto Reenroll Act. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. S. 3305, Helping Young Americans Save for Retirement Act.
| Lobbyist | Covered position, as disclosed |
|---|---|
| CHRIS L GASTON | Chief of Staff, Rep. Rush Holt |
| KENT A MASON | — |
| BARBARA A. PATE | — |
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.