1st Quarter - Report

PORTERFIELD, FETTIG & SEARS, LLC for TIAA

Firm
Client
Income
$30,000
Expenses
—

What was lobbied

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

Retirement RET

Retirement issues; 403 b plans; Department of Labor's proposed rule "Fiduciary Duties in Selecting Designated Investment Alternatives."

LobbyistCovered position, as disclosed
BRYAN BLOM —
DWIGHT FETTIG —
CHRIS MANEVAL —
LENDELL PORTERFIELD —
DAWN SEARS —
ABIGAIL V TRUHART —

Contacted: HOUSE OF REPRESENTATIVES; Labor, Dept of (DOL); SENATE

Financial Institutions/Investments/Securities FIN

Asset management; H.R. 1013 and S. 424, the Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 3383, the INVEST Act.

LobbyistCovered position, as disclosed
BRYAN BLOM —
DWIGHT FETTIG —
CHRIS MANEVAL —
LENDELL PORTERFIELD —
DAWN SEARS —
ABIGAIL V TRUHART —

Contacted: HOUSE OF REPRESENTATIVES; SENATE

Bills named: H.R. 1013 (119th), H.R. 3383 (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.