4th Quarter - Termination

SUSAN J. WHITE & ASSOCIATES, INC. for NATIONAL ASSOCIATION OF GOVERNMENT DEFINED CONTRIBUTION ADMINISTRATORS

Firm
Client
Income
$30,000
Expenses
—
Terminated
Dec 31, 2017

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
4th Quarter - Report Jan 20, 2018 $30,000 Replaced
4th Quarter - Termination (this page) May 30, 2018 $30,000 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

1. Retirement Advice, diversification in holding, penalty-tax issues affecting governmental plans 2. tax reform 3. proposed charter school rules

LobbyistCovered position, as disclosed
JONAH MAINZER —
JONATHAN SHEINER professional staff, House Committee on Ways and Means
SUSAN WHITE —

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

Retirement RET

1. Retirement advice, diversification in holdings 2. Roth legislation 3. National retirement security week 4. automatic enrollment 5. Department of Labor fiduciary rule proposal

LobbyistCovered position, as disclosed
JONAH MAINZER —
JONATHAN SHEINER professional staff, House Committee on Ways and Means
SUSAN WHITE —

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

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.