Monitor legislative activity related to comprehensive tax reform affecting taxation of life insurance companies, agents, and products; monitor H.R. 1, the Tax Cuts and Jobs Act.
Monitor regulatory activities of U.S. Department of Labor and U.S. Securities and Exchange Commission related to proposed fiduciary standard of care.
Monitor legislative activity related to cybersecurity and data privacy.
Monitor legislative activity related to pensions and retirement security.
Duration: January 1, 2015
to
December 31, 2017
General Issues: Taxation/Internal Revenue Code , Financial Institutions/Investments/Securities , Computer Industry , Retirement , Insurance
Spending: about $620,000 (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 2015: U.S. Senate, House of Representatives
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.
Lobbyist
Covered positions?
Heather Podesta Counsel, Representative Robert Matsui,
Counsel, Representative Earl Pomeroy
Legislative Fellow, Senator Bill Bradley
Research Assistant, Congressional Budget Office
Mary Stanton Legislative Assistant, Senator Herb Kohl
Policy Advisor, Senate Aging Committee
Legislative Assistant, Rep. Anthony Weiner
Legislative Correspondent, Senator Herb Kohl
Staff Assistant, Senator Herb Kohl
Intern, Rep. Richard Gephardt
Stephen Bailey Sr Tax Csl, Cong Jnt Comm on Deficit Reduction
Sr. Analyst, Revenue/Tax Csl, Sen. Budget Comm.
Leg Asst/ Tax Counsel, Sen. Kent Conrad
Eric Rosen Asst U.S. Atty, N. Dist of CA, Dept of Justice
Counsel, Senate Judiciary Committee
Legislative Director, Rep. Anthony Weiner
Dep Dir, Dept of Justice Office of Intergovt Affair
Legislative Assistant, Rep. Chet Atkins
Patrice Willoughby Dep Assoc Admin, Intergovt Affairs Office, GSA
Exec Dir, CBC, Rep. Barbara Lee
Leg Asst, Counsel, Chief/Staff, Rep. Tubbs Jones
Robert Hoffman Legislative Director/ Acting Chief of Staff, Senator Mike DeWine; Legislative Director, Senator Larry Pressler
Amy Swonger Whip Liaison, Senator Trent Lott; Dep Asst for Leg Aff, Vice President Dick Cheney; Fl Asst, Senator Mitch McConnell; Legislative Assistant, Senator Trent Lott; Legislative Assistant, Rep. Walter Jones; Intern, Rep. Walter Jones
Annie Palisi Chief of Staff, Rep. Diane Black; Deputy Director of Member Services, Speaker John Boehner; Director Special Projects, Education and the Workforce Committee
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.
4th Quarter, 2017
Invariant LLC terminated an engagement in which they represented New York Life Insurance Company on Jan. 22, 2018.
Original Filing: 300936189.xml
Lobbying Issues
Monitor legislative activity related to comprehensive tax reform affecting taxation of life insurance companies, agents, and products; monitor H.R. 1, the Tax Cuts and Jobs Act.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Monitor regulatory activities of U.S. Department of Labor and U.S. Securities and Exchange Commission related to proposed fiduciary standard of care.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Monitor legislative activity related to cybersecurity and data privacy.
Agencies Lobbied
U.S. Senate
Lobbying Issues
Monitor legislative activity related to pensions and retirement security.
Agencies Lobbied
U.S. Senate
3rd Quarter, 2017
In Q3, Invariant LLC lobbied for New York Life Insurance Company , earning $50,000. The report was filed on Oct. 20, 2017.
Original Filing: 300914120.xml
Lobbying Issues
Monitor legislative activity related to comprehensive tax reform affecting taxation of life insurance companies, agents, and products.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Monitor regulatory activities of U.S. Department of Labor and U.S. Securities and Exchange Commission related to proposed fiduciary standard of care.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Monitor legislative activity related to cybersecurity and data privacy.
Agencies Lobbied
U.S. Senate
Lobbying Issues
Monitor legislative activity related to pensions and retirement security.
Agencies Lobbied
U.S. Senate
2nd Quarter, 2017
In Q2, Invariant LLC lobbied for New York Life Insurance Company , earning $50,000. The report was filed on July 20, 2017.
Original Filing: 300893514.xml
Lobbying Issues
Monitor legislative activity related to comprehensive tax reform affecting taxation of life insurance companies, agents, and products.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Monitor regulatory activities of U.S. Department of Labor and U.S. Securities and Exchange Commission related to proposed fiduciary standard of care.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Monitor legislative activity related to cybersecurity and data privacy.
Agencies Lobbied
U.S. Senate
Lobbying Issues
Monitor legislative activity related to pensions and retirement security.
Agencies Lobbied
U.S. Senate
1st Quarter, 2017
In Q1, Invariant LLC (formerly known as Heather Podesta + Partners, LLC) lobbied for New York Life Insurance Company , earning $50,000. The report was filed on April 20, 2017.
Original Filing: 300875281.xml
Lobbying Issues
Monitor legislative activity related to comprehensive tax reform affecting taxation of life insurance companies, agents, and products.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Monitor regulatory activities of U.S. Department of Labor and U.S. Securities and Exchange Commission related to proposed fiduciary standard of care.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Monitor legislative activity related to cybersecurity and data privacy.
Agencies Lobbied
U.S. Senate
Lobbying Issues
Monitor legislative activity related to pensions and retirement security.
Agencies Lobbied
U.S. Senate
4th Quarter, 2016
In Q4, Heather Podesta + Partners, LLC lobbied for New York Life Insurance Company , earning $50,000. The report was filed on Jan. 23, 2017.
Original Filing: 300857167.xml
Lobbying Issues
Monitor legislative activity related to comprehensive tax reform affecting taxation of life insurance companies, agents, and products.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Monitor regulatory activities of U.S Department of Labor and U.S. Securities and Exchange Commission related to proposed fiduciary standard of care.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Monitor legislative activity related to cybersecurity and data privacy.
Agencies Lobbied
U.S. Senate
Lobbying Issues
Monitor legislative activity related to pensions and retirement security.
Agencies Lobbied
U.S. Senate
3rd Quarter, 2016
In Q3, Heather Podesta + Partners, LLC lobbied for New York Life Insurance Company , earning $50,000. The report was filed on Oct. 20, 2016.
Original Filing: 300836177.xml
Lobbying Issues
Monitor legislative activity related to comprehensive tax reform affecting taxation of life insurance companies, agents, and products.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Monitor regulatory activities of U.S Department of Labor and U.S. Securities and Exchange Commission related to proposed fiduciary standard of care.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Monitor legislative activity related to cybersecurity.
Agencies Lobbied
U.S. Senate
Lobbying Issues
Monitor legislative activity related to pensions and retirement security.
Agencies Lobbied
U.S. Senate
2nd Quarter, 2016
In Q2, Heather Podesta + Partners, LLC lobbied for New York Life Insurance Company , earning $70,000. The report was filed on July 20, 2016.
Original Filing: 300820182.xml
Lobbying Issues
Monitor legislative activity related to comprehensive tax reform affecting taxation of life insurance companies, agents, and products.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Monitor regulatory activities of U.S Department of Labor and U.S. Securities and Exchange Commission related to proposed fiduciary standard of care.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Monitor legislative activity related to cybersecurity.
Agencies Lobbied
U.S. Senate
1st Quarter, 2016
In Q1, Heather Podesta + Partners, LLC lobbied for New York Life Insurance Company , earning $50,000. The report was filed on April 20, 2016.
Original Filing: 300798708.xml
Lobbying Issues
Monitor legislative activity related to comprehensive tax reform affecting taxation of life insurance companies, agents, and products.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Monitor regulatory activities of U.S Department of Labor and U.S. Securities and Exchange Commission related to proposed fiduciary standard of care.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Monitor legislative activity related to cybersecurity.
Agencies Lobbied
U.S. Senate
4th Quarter, 2015
In Q4, Heather Podesta + Partners, LLC lobbied for New York Life Insurance Company , earning $50,000. The report was filed on Jan. 20, 2016.
Original Filing: 300780923.xml
Lobbying Issues
Monitor legislative activity related to comprehensive tax reform affecting taxation of life insurance companies, agents, and products.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Monitor regulatory activities of U.S Department of Labor and U.S. Securities and Exchange Commission related to proposed fiduciary standard of care.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Monitor legislative activity related to cybersecurity.
Agencies Lobbied
U.S. Senate
3rd Quarter, 2015
In Q3, Heather Podesta + Partners, LLC lobbied for New York Life Insurance Company , earning $50,000. The report was filed on Oct. 20, 2015.
Original Filing: 300761663.xml
Lobbying Issues
Monitor legislative activity related to comprehensive tax reform affecting taxation of life insurance companies, agents, and products.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Monitor regulatory activities of U.S Department of Labor and U.S. Securities and Exchange Commission related to proposed fiduciary standard of care.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Monitor legislative activity related to cybersecurity.
Agencies Lobbied
U.S. Senate
2nd Quarter, 2015
In Q2, Heather Podesta + Partners, LLC lobbied for New York Life Insurance Company , earning $50,000. The report was filed on July 20, 2015.
Original Filing: 300745586.xml
Lobbying Issues
Monitor legislative activity related to comprehensive tax reform affecting taxation of life insurance companies, agents, and products.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Monitor regulatory activities of U.S Department of Labor and U.S. Securities and Exchange Commission related to proposed fiduciary standard of care.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Monitor legislative activity related to cybersecurity.
Agencies Lobbied
U.S. Senate
1st Quarter, 2015
In Q1, Heather Podesta + Partners, LLC lobbied for New York Life Insurance Company , earning $50,000. The report was filed on April 20, 2015.
Original Filing: 300724107.xml
Lobbying Issues
Monitor legislative activity related to comprehensive tax reform affecting taxation of life insurance companies, agents, and products.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Monitor regulatory activities of U.S Department of Labor and U.S. Securities and Exchange Commission related to proposed fiduciary standard of care.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Monitor legislative activity related to cybersecurity.
Agencies Lobbied
U.S. Senate
1st Quarter, 2015
Heather Podesta + Partners, LLC filed a lobbying registration on Jan. 13, 2015 to represent New York Life Insurance Company, effective Jan. 1, 2015.
Original Filing: 300695663.xml
Issue(s) they said they’d lobby about: Legislation affecting taxation of life insurance companies and products; comprehensive tax reform; employee benefits and pensions; securities and investment management; regulatory policy affecting life insurance, pension, and annuities; and long-term care insurance. .
Source: Clerk of the U.S. House of Representatives and Secretary of the Senate
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