2nd Quarter - Report
SUSAN J. WHITE & ASSOCIATES, INC. for NATIONAL ASSOCIATION OF GOVERNMENT DEFINED CONTRIBUTION ADMINISTRATORS
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
1. Retirement advice, diversification in holdings 2. Roth legislation 3. National retirement security week 4. automatic enrollment 5. Department of Labor fiduciary rule proposal
| Lobbyist | Covered position, as disclosed |
|---|---|
| JONAH MAINZER | — |
| JONATHAN SHEINER | professional staff, House Committee on Ways and Means |
| SUSAN WHITE | — |
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
| Lobbyist | Covered position, as disclosed |
|---|---|
| JONAH MAINZER | — |
| JONATHAN SHEINER | professional staff, House Committee on Ways and Means |
| SUSAN WHITE | — |
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.