Issues related to retirement savings and IRAs. Legislative proposals related to self-directed IRAs and IRA investments.
IRA investment changes in H.R. 5376, Build Back Better Act/Inflation Reduction Act (117th Congress).
H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress), regarding issues related to automatic portability.
Duration: May 16, 2017
to
present
General Issues: Retirement , Taxation/Internal Revenue Code
Spending: about $310,000 (But it's complicated. Here's why.)
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 2017: House of Representatives, U.S. Senate, Labor - Dept of (DOL), White House Office
Lobbyists
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.
Disclosures Filed
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.
1st Quarter, 2024
In Q1, DAVIS & HARMAN LLP lobbied for Inspira Financial (FKA Millennium Trust Company) . The report was filed on April 15.
Original Filing: 301549619.xml
Lobbying Issues
Issues related to retirement savings and IRAs. Legislative proposals related to self-directed IRAs and IRA investments.
IRA investment changes in H.R. 5376, Build Back Better Act/Inflation Reduction Act (117th Congress).
H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress), regarding issues related to automatic portability.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Retirement/Internal Revenue Code
4th Quarter, 2023
In Q4, DAVIS & HARMAN LLP lobbied for Millennium Trust Company . The report was filed on Jan. 18.
Original Filing: 301528747.xml
Lobbying Issues
Issues related to retirement savings and IRAs. Legislative proposals related to self-directed IRAs and IRA investments.
IRA investment changes in H.R. 5376, Build Back Better Act/Inflation Reduction Act (117th Congress).
H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress), regarding issues related to automatic portability.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Retirement/Internal Revenue Code
3rd Quarter, 2023
In Q3, DAVIS & HARMAN LLP lobbied for Millennium Trust Company , earning $10,000. The report was filed on Oct. 19, 2023.
Original Filing: 301507537.xml
Lobbying Issues
Issues related to retirement savings and IRAs. Legislative proposals related to self-directed IRAs and IRA investments.
IRA investment changes in H.R. 5376, Build Back Better Act/Inflation Reduction Act (117th Congress).
H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress), regarding issues related to automatic portability.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Retirement/Internal Revenue Code
2nd Quarter, 2023
In Q2, DAVIS & HARMAN LLP lobbied for Millennium Trust Company , earning $10,000. The report was filed on July 17, 2023.
Original Filing: 301477705.xml
Lobbying Issues
Issues related to retirement savings and IRAs. Legislative proposals related to self-directed IRAs and IRA investments.
IRA investment changes in H.R. 5376, Build Back Better Act/Inflation Reduction Act (117th Congress).
H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress), regarding issues related to automatic portability.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Issues related to retirement savings and IRAs. Legislative proposals related to self-directed IRAs and IRA investments.
IRA investment changes in H.R. 5376, Build Back Better Act/Inflation Reduction Act (117th Congress).
H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress), regarding issues related to automatic portability.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
1st Quarter, 2023
In Q1, DAVIS & HARMAN LLP lobbied for Millennium Trust Company . The report was filed on April 20, 2023.
Original Filing: 301461878.xml
Lobbying Issues
Issues related to retirement savings and IRAs. Legislative proposals related to self-directed IRAs and IRA investments. Issues related to automatic portability.
IRA investment changes in H.R. 5376, Build Back Better Act/Inflation Reduction Act (117th Congress).
H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress).
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Retirement/Internal Revenue Code
4th Quarter, 2022
In Q4, DAVIS & HARMAN LLP lobbied for Millennium Trust Company , earning $20,000. The report was filed on Jan. 19, 2023.
Original Filing: 301433808.xml
Lobbying Issues
Issues related to retirement savings. Issues related to automatic rollovers, automatic portability, missing participants, PBGC, and cash-out limits. H.R. 5676, Retirement Plan Modernization Act (116th Congress). S. 1770, Retirement Security and Savings Act. S. 1730, Retirement Savings Lost and Found Act. H.R. 2954, Securing A Strong Retirement Act. IRA investment changes in H.R. 5376, Build Back Better Act/Inflation Reduction Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act of 2021. S. 4406/H.R. 9252, Advancing Auto-Portability Act of 2022. S. 4808, Enhancing American Retirement Now (EARN) Act. S. 4353, RISE & SHINE Act. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Retirement/Internal Revenue Code
3rd Quarter, 2022
In Q3, DAVIS & HARMAN LLP lobbied for Millennium Trust Company , earning $30,000. The report was filed on Oct. 19, 2022.
Original Filing: 301410631.xml
Lobbying Issues
Issues related to retirement savings. Issues related to automatic rollovers, automatic portability, missing participants, PBGC, and cash-out limits. H.R. 5676, Retirement Plan Modernization Act (116th Congress). S. 1770, Retirement Security and Savings Act. S. 1730, Retirement Savings Lost and Found Act. H.R. 2954, Securing A Strong Retirement Act. IRA investment changes in H.R. 5376, Build Back Better Act/Inflation Reduction Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act of 2021. S. 4406, Advancing Auto-Portability Act of 2022. S. 4808, Enhancing American Retirement Now (EARN) Act. S. 4353, RISE & SHINE Act.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Retirement/Internal Revenue Code
2nd Quarter, 2022
In Q2, DAVIS & HARMAN LLP lobbied for Millennium Trust Company , earning $20,000. The report was filed on July 19, 2022.
Original Filing: 301385453.xml
Lobbying Issues
Issues related to retirement savings. Issues related to automatic rollovers, missing participants, PBGC, and cash-out limits. H.R. 5676, Retirement Plan Modernization Act (116th Congress). S. 1770, Retirement Security and Savings Act. S. 1730, Retirement Savings Lost and Found Act. H.R. 2954, Securing A Strong Retirement Act. IRA investment changes in H.R. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act of 2021. Enhancing American Retirement Now (EARN) Act, as approved by the Senate Finance Committee. S. 4353, RISE & SHINE Act.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Retirement/Internal Revenue Code
1st Quarter, 2022
In Q1, DAVIS & HARMAN LLP lobbied for Millennium Trust Company , earning $10,000. The report was filed on April 19, 2022.
Original Filing: 301362434.xml
Lobbying Issues
Issues related to retirement savings. Issues related to automatic rollovers, missing participants, PBGC, and cash-out limits. H.R. 5676, Retirement Plan Modernization Act (116th Congress). S. 1770, Retirement Security and Savings Act. S. 1730, Retirement Savings Lost and Found Act. H.R. 2954, Securing A Strong Retirement Act. IRA investment changes in H.R. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act of 2021.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Retirement/Internal Revenue Code
4th Quarter, 2021
In Q4, DAVIS & HARMAN LLP lobbied for Millennium Trust Company , earning $30,000. The report was filed on Jan. 13, 2022.
Original Filing: 301322185.xml
Lobbying Issues
Issues related to retirement savings. Issues related to automatic rollovers, missing participants, PBGC, and cash-out limits. H.R. 5676, Retirement Plan Modernization Act (116th Congress). S. 1770, Retirement Security and Savings Act. S. 1730, Retirement Savings Lost and Found Act. H.R. 2954, Securing A Strong Retirement Act. IRA investment changes in H.R. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act of 2021.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Retirement/Internal Revenue Code
3rd Quarter, 2021
In Q3, DAVIS & HARMAN LLP lobbied for Millennium Trust Company , earning $20,000. The report was filed on Oct. 19, 2021.
Original Filing: 301305455.xml
Lobbying Issues
Issues related to retirement savings. Issues related to automatic rollovers, missing participants, PBGC, and cash-out limits. H.R. 5676, Retirement Plan Modernization Act (116th Congress). S. 1770, Retirement Security and Savings Act. S. 1730, Retirement Savings Lost and Found Act. H.R. 2954, Securing A Strong Retirement Act. IRA investment changes in H.R. 5376, Build Back Better Act.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Retirement/Internal Revenue Code
2nd Quarter, 2021
In Q2, DAVIS & HARMAN LLP lobbied for Millennium Trust Company , earning $20,000. The report was filed on July 15, 2021.
Original Filing: 301276890.xml
Lobbying Issues
Issues related to retirement savings. Issues related to automatic rollovers, missing participants, PBGC, and cash-out limits. H.R. 5676, Retirement Plan Modernization Act (116th Congress). S. 1770, Retirement Security and Savings Act. S. 1730, Retirement Savings Lost and Found Act. H.R. 2954, Securing A Strong Retirement Act.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Retirement/Internal Revenue Code
1st Quarter, 2021
In Q1, DAVIS & HARMAN LLP lobbied for Millennium Trust Company , earning $10,000. The report was filed on April 14, 2021.
Original Filing: 301252800.xml
Lobbying Issues
Issues related to retirement savings. Issues related to automatic rollovers, missing participants, PBGC, and cash-out limits. H.R. 5676, Retirement Plan Modernization Act (116th Congress). S. 1431, Retirement Security and Savings Act (116th Congress). H.R. 7439/S. 4192, Retirement Savings Lost and Found Act (116th Congress). H.R. 8696, Securing A Strong Retirement Act (116th Congress).
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Retirement/Internal Revenue Code
4th Quarter, 2020
In Q4, DAVIS & HARMAN LLP lobbied for Millennium Trust Company , earning $10,000. The report was filed on Jan. 18, 2021.
Original Filing: 301233341.xml
Lobbying Issues
Issues related to retirement savings. Issues related to automatic rollovers, missing participants, PBGC, and cash-out limits. H.R. 1007/ S.972, Retirement Enhancement and Savings Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 5676, the Retirement Plan Modernization Act. S. 1431, Retirement Security and Savings Act of 2019. S. 321, Retirement Security Act of 2019. H.R. 1865, Further Consolidated Appropriations Act 2020. H.R. 7439/S. 4192, Retirement Savings Lost and Found Act. H.R. 8696, Securing a Strong Retirement Act.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Issues related to retirement savings. Issues related to automatic rollovers, missing participants, PBGC, and cash-out limits. H.R. 1007/ S. 972, Retirement Enhancement and Savings Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 5676, the Retirement Plan Modernization Act. S. 1431, Retirement Security and Savings Act of 2019. S. 321, Retirement Security Act of 2019. H.R. 1865, Further Consolidated Appropriations Act 2020. H.R. 7439/S. 4192, Retirement Savings Lost and Found Act. H.R. 8696, Securing a Strong Retirement Act.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
3rd Quarter, 2020
In Q3, DAVIS & HARMAN LLP lobbied for Millennium Trust Company , earning $20,000. The report was filed on Oct. 16, 2020.
Original Filing: 301211413.xml
Lobbying Issues
Issues related to retirement savings. Issues related to automatic rollovers, missing participants, PBGC, and cash-out limits. H.R. 1007/ S.972, Retirement Enhancement and Savings Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 5676, the Retirement Plan Modernization Act. S. 1431, Retirement Security and Savings Act of 2019. S. 321, Retirement Security Act of 2019. H.R. 1865, Further Consolidated Appropriations Act 2020. H.R. 7439/S. 4192, Retirement Savings Lost and Found Act.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Issues related to retirement savings. Issues related to automatic rollovers, missing participants, PBGC, and cash-out limits. H.R. 1007/ S. 972, Retirement Enhancement and Savings Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 5676, the Retirement Plan Modernization Act. S. 1431, Retirement Security and Savings Act of 2019. S. 321, Retirement Security Act of 2019. H.R. 1865, Further Consolidated Appropriations Act 2020. H.R. 7439/S. 4192, Retirement Savings Lost and Found Act.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
2nd Quarter, 2020
In Q2, DAVIS & HARMAN LLP lobbied for Millennium Trust Company , earning $20,000. The report was filed on July 15, 2020.
Original Filing: 301188627.xml
Lobbying Issues
Issues related to retirement savings. Issues related to automatic rollovers, missing participants, PBGC, and cash-out limits. H.R. 1007/ S.972, Retirement Enhancement and Savings Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 5676, the Retirement Plan Modernization Act. S. 1431, Retirement Security and Savings Act of 2019. S. 321, Retirement Security Act of 2019. H.R. 1865, Further Consolidated Appropriations Act 2020. H.R. 7439, To establish the Retirement Savings Lost and Found, and for other purposes.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Issues related to retirement savings. Issues related to automatic rollovers, missing participants, PBGC, and cash-out limits. H.R. 1007/ S. 972, Retirement Enhancement and Savings Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 5676, the Retirement Plan Modernization Act. S. 1431, Retirement Security and Savings Act of 2019. S. 321, Retirement Security Act of 2019. H.R. 1865, Further Consolidated Appropriations Act 2020. H.R. 7439, To establish the Retirement Savings Lost and Found, and for other purposes.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
1st Quarter, 2020
In Q1, DAVIS & HARMAN LLP lobbied for Millennium Trust Company , earning $10,000. The report was filed on April 16, 2020.
Original Filing: 301168660.xml
Lobbying Issues
Issues related to retirement savings. Issues related to automatic rollovers, missing participants, PBGC, and cash-out limits. S. 2474/ H.R. 6540, Retirement Savings Lost and Found Act (115th Congress). H.R. 1007/ S.972, Retirement Enhancement and Savings Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 5676, the Retirement Plan Modernization Act. S. 1431, Retirement Security and Savings Act of 2019. S. 321, Retirement Security Act of 2019. H.R. 1865, Further Consolidated Appropriations Act 2020.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Issues related to retirement savings. Issues related to automatic rollovers, missing participants, PBGC, and cash-out limits. S. 2474/ H.R. 6540, Retirement Savings Lost and Found Act (115th Congress). H.R. 1007/ S. 972, Retirement Enhancement and Savings Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 5676, the Retirement Plan Modernization Act. S. 1431, Retirement Security and Savings Act of 2019. S. 321, Retirement Security Act of 2019. H.R. 1865, Further Consolidated Appropriations Act 2020.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
4th Quarter, 2019
In Q4, DAVIS & HARMAN LLP lobbied for Millennium Trust Company , earning $10,000. The report was filed on Jan. 16, 2020.
Original Filing: 301107665.xml
Lobbying Issues
Issues related to retirement savings. Issues related to automatic rollovers, missing participants, PBGC, and cash-out limits. H.R. 4158, the Retirement Plan Modernization Act (115th Congress). S. 2474/ H.R. 6540, Retirement Savings Lost and Found Act(115th Congress). H.R. 1007/ S.972, Retirement Enhancement and Savings Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act. S. 1431, Retirement Security and Savings Act of 2019. S. 321, Retirement Security Act of 2019. H.R. 1865, Further Consolidated Appropriations Act 2020.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Issues related to retirement savings. Issues related to automatic rollovers, missing participants, PBGC, and cash-out limits. H.R. 4158, the Retirement Plan Modernization Act (115th Congress). S. 2474/ H.R. 6540, Retirement Savings Lost and Found Act(115th Congress). H.R. 1007/ S. 972, Retirement Enhancement and Savings Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act. S. 1431, Retirement Security and Savings Act of 2019. S. 321, Retirement Security Act of 2019. H.R. 1865, Further Consolidated Appropriations Act 2020.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
3rd Quarter, 2019
In Q3, DAVIS & HARMAN LLP lobbied for Millennium Trust Company . The report was filed on Oct. 16, 2019.
Original Filing: 301066301.xml
Lobbying Issues
Issues related to retirement savings. Issues related to automatic rollovers, missing participants, PBGC, and cash-out limits. H.R. 4158, the Retirement Plan Modernization Act (115th Congress). S. 2474/ H.R. 6540, Retirement Savings Lost and Found Act(115th Congress). H.R. 1007/ S.972, Retirement Enhancement and Savings Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act. S. 1431, Retirement Security and Savings Act of 2019. S. 321, Retirement Security Act of 2019.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Issues related to retirement savings. Issues related to automatic rollovers, missing participants, PBGC, and cash-out limits. H.R. 4158, the Retirement Plan Modernization Act (115th Congress). S. 2474/ H.R. 6540, Retirement Savings Lost and Found Act(115th Congress). H.R. 1007/ S. 972, Retirement Enhancement and Savings Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act. S. 1431, Retirement Security and Savings Act of 2019. S. 321, Retirement Security Act of 2019.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
2nd Quarter, 2019
In Q2, DAVIS & HARMAN LLP lobbied for Millennium Trust Company , earning $10,000. The report was filed on July 17, 2019.
Original Filing: 301047838.xml
Lobbying Issues
Issues related to retirement savings. Issues related to automatic rollovers, missing participants, PBGC, and cash-out limits. H.R. 4158, the Retirement Plan Modernization Act (115th Congress). S. 2474/ H.R. 6540, Retirement Savings Lost and Found Act(115th Congress). H.R. 1007/ S.972, Retirement Enhancement and Savings Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act. S. 1431, Retirement Security and Savings Act of 2019. S. 321, Retirement Security Act of 2019.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Issues related to retirement savings. Issues related to automatic rollovers, missing participants, PBGC, and cash-out limits. H.R. 4158, the Retirement Plan Modernization Act (115th Congress). S. 2474/ H.R. 6540, Retirement Savings Lost and Found Act(115th Congress). H.R. 1007/ S. 972, Retirement Enhancement and Savings Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act. S. 1431, Retirement Security and Savings Act of 2019. S. 321, Retirement Security Act of 2019.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
1st Quarter, 2019
In Q1, DAVIS & HARMAN LLP lobbied for Millennium Trust Company . The report was filed on April 17, 2019.
Original Filing: 301026809.xml
Lobbying Issues
Issues related to retirement savings. Issues related to automatic rollovers, missing participants, PBGC, and cash-out limits. H.R. 4158, the Retirement Plan Modernization Act (115th Congress). S. 2474/H.R. 6540, Retirement Savings Lost and Found Act (115th Congress). S. 2526, Retirement Enhancement and Savings Act (115th Congress). H.R. 1007, Retirement Enhancement and Savings Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act. S. 3781, Retirement Security and Savings Act (115th Congress).
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Issues related to retirement savings. Issues related to automatic rollovers, missing participants, PBGC, and cash-out limits. H.R. 4158, the Retirement Plan Modernization (115th Congress). S. 2474/H.R. 6540, Retirement Savings Lost and Found Act (115th Congress). S. 2526, Retirement Enhancement and Savings Act (115th Congress). H.R. 1007, Retirement Enhancement and Savings Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act. S. 3781, Retirement Security and Savings Act (115th Congress).
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
4th Quarter, 2018
In Q4, DAVIS & HARMAN LLP lobbied for Millennium Trust Company . The report was filed on Jan. 18, 2019.
Original Filing: 301007638.xml
Lobbying Issues
Issues related to retirement savings. Issues related to automatic rollovers, missing participants, PBGC, and cash-out limits. H.R. 4158, the Retirement Plan Modernization Act. S. 2474/H.R. 6540, Retirement Savings Lost and Found Act. S. 2526/H.R. 5282, Retirement Enhancement and Savings Act.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Issues related to retirement savings. Issues related to automatic rollovers, missing participants, PBGC, and cash-out limits. H.R. 4158, the Retirement Plan Modernization. S. 2474/H.R. 6540, Retirement Savings Lost and Found Act. S. 2526/H.R. 5282, Retirement Enhancement and Savings Act.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
3rd Quarter, 2018
In Q3, DAVIS & HARMAN LLP lobbied for Millennium Trust Company , earning $10,000. The report was filed on Oct. 22, 2018.
Original Filing: 300994901.xml
Lobbying Issues
Issues related to retirement savings. Issues related to automatic rollovers, missing participants, PBGC, and cash-out limits. H.R. 4158, the Retirement Plan Modernization Act. S. 2474/H.R. 6540, Retirement Savings Lost and Found Act. S. 2526/H.R. 5282, Retirement Enhancement and Savings Act.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Issues related to retirement savings. Issues related to automatic rollovers, missing participants, PBGC, and cash-out limits. H.R. 4158, the Retirement Plan Modernization. S. 2474/H.R. 6540, Retirement Savings Lost and Found Act. S. 2526/H.R. 5282, Retirement Enhancement and Savings Act.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
2nd Quarter, 2018
In Q2, DAVIS & HARMAN LLP lobbied for Millennium Trust Company , earning $10,000. The report was filed on July 17, 2018.
Original Filing: 300966712.xml
Lobbying Issues
Issues related to retirement savings. Issues related to automatic rollovers, missing participants, and cash-out limits. H.R. 4158, the Retirement Plan Modernization Act. S. 2474, Retirement Savings Lost and Found Act. S. 2526/H.R. 5282, Retirement Enhancement and Savings Act.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Issues related to retirement savings. Issues related to automatic rollovers, missing participants, and cash-out limits. H.R. 4158, the Retirement Plan Modernization. S. 2474, Retirement Savings Lost and Found Act. S. 2526/H.R. 5282, Retirement Enhancement and Savings Act.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
1st Quarter, 2018
In Q1, DAVIS & HARMAN LLP lobbied for Millennium Trust Company , earning $10,000. The report was filed on April 19, 2018.
Original Filing: 300948517.xml
Lobbying Issues
Issues related to retirement savings. Issues related to automatic rollovers, missing participants, and cash-out limits. H.R. 4158, the Retirement Plan Modernization Act. S. 2474, Retirement Savings Lost and Found Act.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Issues related to retirement savings. Issues related to automatic rollovers, missing participants, and cash-out limits. H.R. 4158, the Retirement Plan ModernizationS. 2474, Retirement Savings Lost and Found Act.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
4th Quarter, 2017
In Q4, DAVIS & HARMAN LLP lobbied for Millennium Trust Company . The report was filed on Jan. 17, 2018.
Original Filing: 300925635.xml
Lobbying Issues
Issues related to retirement savings. Issues related to automatic rollovers, missing participants, and cash-out limits. H.R. 1, the Tax Cuts and Jobs Act. H.R. 4158, the Retirement Plan Modernization Act.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Issues related to retirement savings. Issues related to automatic rollovers, missing participants, and cash-out limits.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
3rd Quarter, 2017
In Q3, DAVIS & HARMAN LLP lobbied for Millennium Trust Company , earning $10,000. The report was filed on Oct. 19, 2017.
Original Filing: 300909523.xml
Lobbying Issues
Issues related to retirement savings. Issues related to automatic rollovers, missing participants, and cash-out limits.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Retirement/Internal Revenue Code
2nd Quarter, 2017
In Q2, DAVIS & HARMAN LLP lobbied for Millennium Trust Company , earning $10,000. The report was filed on July 20, 2017.
Original Filing: 300893035.xml
Lobbying Issues
Issues related to retirement savings. Issues related to automatic rollovers and missing participants.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Retirement/Internal Revenue Code
2nd Quarter, 2017
Davis & Harman LLP filed a lobbying registration on May 15, 2017 to represent Millennium Trust Company, effective May 16, 2017.
Original Filing: 300880208.xml
Issue(s) they said they’d lobby about: Issues related to retirement savings. Issues related to automatic rollovers. .
Source: Clerk of the U.S. House of Representatives and Secretary of the Senate
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