H.R.3063 - Retirement Fairness for Charities and Educational Institutions Act of 2023;
H.R.2799 - Expanding Access to Capital Act of 2023, Section F - Enhancement of 403(b) Plans;
SEC swing pricing/hard close proposed regulation;
SEC Predictive Data Analytics
H.R.3063 - Retirement Fairness for Charities and Educational Institutions Act of 2023;
S.2517, H.R.4924 - Auto Reenroll Act of 2023;
S.3305 - Helping Young Americans Save for Retirement Act;
H.R.6065, S.3102 - Retirement Savings for Americans Act of 2023;
H.R.2799 - Expanding Access to Capital Act of 2023, Section F - Enhancement of 403(b) Plans;
DOL Definition of a Fiduciary;
SEC swing pricing/hard close proposed regulation;
SEC Predictive Data Analytics;
Litigation Reform for ERISA class action lawsuits
It can be tricky to figure out how much an organization spent on a particular lobbying engagement. The law only requires lobbyists to report the amount they were paid for federal lobbying each quarter rounded to the nearest $10,000—and if it's less than $3,000 in a given quarter (or less than $13,000 for organizations with in-house lobbyists), they don't have to disclose it at all. Plus, some organizations include spending that doesn’t belong in the report—for instance, money spent lobbying state governments or other legal work.
Agencies lobbied since 2024: U.S. Senate, House of Representatives
Bills mentioned
H.R.3063: Retirement Fairness for Charities and Educational Institutions Act of 2023
Lobbyists named here were listed on a filing related to this lobbying engagement. They may not be working on it now. Occasionally, a single lobbyist whose name is spelled two different ways on filings may be represented twice here.
Once a lobbying engagement begins, the lobbyist or firm is required to file updates four times a year. Those updates sometimes change which lobbyists are involved or add new issues being discussed. When lobbyists stop working for a client, the firm is also supposed to file a report disclosing the end of the relationship.
Q1 Report
Registration
Source: Clerk of the U.S. House of Representatives and Secretary of the Senate
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