3rd Quarter - Report

MISSIONSQUARE RETIREMENT for MISSIONSQUARE RETIREMENT

Firm
Client
Income
—
Expenses
$110,000
Expense method
A: Lobbying Disclosure Act definitions

What was lobbied

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

Retirement RET

Proposals related to retirement, employee benefit plan investments and administration, retiree health savings and collective investment trusts. Proposals related to 403(b) and governmental 457(b) plans. Issues related to tax incentives for retirement savings. Expansion of investment options for 403(b) plans. Issues related to implementation of SECURE 2.0. Issues related to employee benefit plan administration, including default investments Issues related to providing alternative assets in retirement plans

LobbyistCovered position, as disclosed
IRICA SOLOMON —

Contacted: SENATE; HOUSE OF REPRESENTATIVES

Taxation/Internal Revenue Code TAX

Issues related to tax incentives for retirement savings, retiree health savings and collective investment trusts. Issues related to employee benefit plan investments and administration. Proposals related to 403(b) and governmental 457(b) plans. Issues related to implementation of SECURE 2.0.

LobbyistCovered position, as disclosed
IRICA SOLOMON —

Contacted: SENATE; HOUSE OF REPRESENTATIVES

Consumer Issues/Safety/Products CSP

Issues related to cybersecurity, privacy policy, and data security.

LobbyistCovered position, as disclosed
IRICA SOLOMON —

Contacted: SENATE; HOUSE OF REPRESENTATIVES

Financial Institutions/Investments/Securities FIN

Issues related to Collective Investment Trusts, expansion of investment options for 403(b) plans. Monitor issues related securities issues, including asset management, market equity, liquidity and fund issues. H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act. Issues related to access to investment opportunities. Issues related to ETF regulation. Issues in support of providing for electronic delivery of fund information, including the Improving Disclosure for Investors Act (H.R. 1807 and S.3815).

LobbyistCovered position, as disclosed
IRICA SOLOMON —

Contacted: HOUSE OF REPRESENTATIVES; SENATE

Bills named: S. 424 (119th), H.R. 1807 (119th), H.R. 1013 (119th), S. 3815 (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.