TIAA for TIAA
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 |
|---|---|---|---|
| 4th Quarter - Report (this page) | Jan 20, 2022 | $500,000 | Replaced |
| 4th Quarter - Amendment | Mar 9, 2022 | $550,000 | Yes |
What was lobbied
3 issue areas, each in the filer's own words, with who lobbied on it and where.
Taxation/Internal Revenue Code TAX
Tax Reform Included in the Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Infrastructure Investment by Life Insurers The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) Student Loans - American Rescue Plan (H.R. 1319) - Retirement Parity for Student Loans Act (H.R. 2917 & S. 1443) Employer Participation in Repayment Act Health Savings Accounts (HSAs) - Pandemic Healthcare Access Act (H.R. 295) - Personalized Care Act of 2021 (S. 153 and H.R. 725) Remote Notarization - SECURE Notarization Act (H.R. 3962/S. 1625) General Account Products CARES Act 7702/Ordinary Tax Treatment for Bonds Emergency Savings Build Back Better Act Prohibition of IRA Investments Conditioned on Account Holders Status
| Lobbyist | Covered position, as disclosed |
|---|---|
| JILL BROWN | — |
| LARRY M CHADWICK | — |
| SAMUEL HODAS | — |
| CHRISTOPHER SPENCE | — |
Financial Institutions/Investments/Securities FIN
Federal Reserve Supervision of Savings and Loan Holding Companies Asset Manager SIFI Designation FDIC Treatment of Brokered Deposits Section 11 of the Home Owners Loan Act Proxy Advisory Firms/Corporate Governance Data Privacy Legislation Reg BI ESG Disclosure Simplification Act of 2021 (H.R. 1187) Housing Finance Reform Diversity and Inclusion CARES ACT American Rescue Plan (H.R. 1319) Paycheck Protection Program ESG Investing Form 13F E-SIGN Modernization Warehouse Lending Climate Change Closed End Funds Renewable Fuel Standard/Biofuels Increasing Investor Opportunities Act (H.R. 4262) Build Back Better Act LIBOR Sustainable Finance
| Lobbyist | Covered position, as disclosed |
|---|---|
| JILL BROWN | — |
| LARRY M CHADWICK | — |
| SAMUEL HODAS | — |
| CHRISTOPHER SPENCE | — |
Retirement RET
Retirement Security as in the following bills: - Automatic Retirement Plan Act (reintroduced as part of the Build Back Better Act) - Retirement Security and Savings Act (S. 1770) - Retirement Parity for Student Loans Act (H.R. 2917 & S. 1443) - 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 (Not yet reintroduced) - Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 3644) - Enhancing Emergency and Retirement Savings Act (S. 1870) - Financial Factors in Selecting Retirement Plan Investments Act (S. 1762/ H.R. 3387) - Womens Pension Protection Act (S. 2446) - Retirement Improvement and Savings Enhancement Act (H.R. 5891) Providing Lifetime Income Illustrations on Retirement Benefit Statements Defined Contribution Retirement Plan Design and Modernization Fiduciary Concerns Related to Advice and Education in Retirement Plans Electronic Delivery of Plan Documents Tax Reform Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Qualified Default Investment Alternatives (QDIA) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Portability of Annuities in Defined Contribution Plans Automatic IRA/401(k) Retirement Plans Collective Investment Trusts in 403(b) Plans Multiple Employer Plans Infrastructure Student Loans Remote Notarization General Account Products CARES Act ESG Investments Proxy Voting Emergency Savings Build Back Better Act
| Lobbyist | Covered position, as disclosed |
|---|---|
| JILL BROWN | — |
| LARRY M CHADWICK | — |
| SAMUEL HODAS | — |
| CHRISTOPHER SPENCE | — |
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.