4th Quarter - Report

DAVIS & HARMAN LLP for TIAA

Firm
Client
Income
$20,000
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 domestic partner health benefits.

LobbyistCovered position, as disclosed
DEREK B DORN Senior Finance Counsel, Senator Bingaman

Contacted: SENATE; HOUSE OF REPRESENTATIVES

Retirement RET

Issues related to tax incentives for retirement savings. Inquiries regarding investment offerings in defined contribution plans. Legislation to expand the employee-sponsored retirement system. Guidance relating to public sector plan design. Proposals relating to IRS relief for disaster victims. S. 267/H.R. 677, Lifetime Income Disclosure Act. H.R. 1534, SAVE Act, proposals related to governmental pick up contributions, including H.R. 2934, to clarify the treatment of certain plan contributions picked up by governmental employers. Issues related to lifetime income products in qualified retirement plans. Proposals to increase annuitization within qualified retirement plans. Proposals that would combine various retirement plan and IRA types.

LobbyistCovered position, as disclosed
DEREK B DORN Senior Finance Counsel, Senator Bingaman
MICHAEL L HADLEY —
BARBARA A. PATE —

Contacted: HOUSE OF REPRESENTATIVES; SENATE

Bills named: H.R. 2934 (112th), S. 267 (112th), H.R. 1534 (112th), H.R. 677 (112th)

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.