Proposals related to securities and banking laws for IRC section 529 plans including prepaid tuition plans; money market fund regulation and local Government investment pools; liquidity coverage ratio; issues related to municipal securities regulations.
IRC sec. 529 H.R. 529, to Amend the Internal Revenue Code of 1986 of 1986 to improve 529 plans; technical changes to IRC sec. 529 , S. 335; ABLE Act and tax exempt financing issues. Issues related to taxation of municipal bonds; Tax Reform Act of 2014.
Pension issues affecting municipal bonds.
Higher education reauthorization proposals pertaining to college savings.
Duration: March 15, 2012
to
March 31, 2015
General Issues: Financial Institutions/Investments/Securities , Taxation/Internal Revenue Code , Retirement , Education , Insurance , Banking
Spending: about $420,000 (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 2012: U.S. Senate, House of Representatives, White House Office, Treasury - Dept of, Securities & Exchange Commission (SEC)
Affiliated organizations: College Savings Plan Network; National Association of Unclaimed Property Administrators
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?
Peter Barrett Sr. Counsel House Financial Services Committe, Schedule C,
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, 2015
National Association of State Treasurers in-house lobbying effort was terminated on Oct. 26, 2015
Original Filing: 300766523.xml
Lobbying Issues
Proposals related to securities and banking laws for IRC section 529 plans including prepaid tuition plans; money market fund regulation and local Government investment pools; liquidity coverage ratio; issues related to municipal securities regulations.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
IRC sec. 529 H.R. 529, to Amend the Internal Revenue Code of 1986 of 1986 to improve 529 plans; technical changes to IRC sec. 529 , S. 335; ABLE Act and tax exempt financing issues. Issues related to taxation of municipal bonds; Tax Reform Act of 2014.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Pension issues affecting municipal bonds.
Agencies Lobbied
U.S. Senate
Lobbying Issues
Higher education reauthorization proposals pertaining to college savings.
Agencies Lobbied
U.S. Senate
1st Quarter, 2015
In Q1, National Association of State Treasurers had in-house lobbyists. The report was filed on Aug. 24, 2015.
Original Filing: 300749380.xml
Lobbying Issues
Proposals related to securities and banking laws for IRC section 529 plans including prepaid tuition plans; money market fund regulation and local Government investment pools; liquidity coverage ratio; issues related to municipal securities regulations.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
IRC sec. 529 H.R. 529, to Amend the Internal Revenue Code of 1986 of 1986 to improve 529 plans; technical changes to IRC sec. 529 , S. 335; ABLE Act and tax exempt financing issues. Issues related to taxation of municipal bonds; Tax Reform Act of 2014.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Pension issues affecting municipal bonds.
Agencies Lobbied
U.S. Senate
Lobbying Issues
Higher education reauthorization proposals pertaining to college savings.
Agencies Lobbied
U.S. Senate
4th Quarter, 2014
National Association of State Treasurers amended a lobbying report for in-house lobbying in Q42014 on Oct. 26, 2015
Original Filing: 300766522.xml
Lobbying Issues
Financial services regulation reform; Proposals related to securities and banking laws for IRC section 529 plans including prepaid tuition plans; CFPB consumer agency and application to 529 plans, money market fund regulation; Volcker Rule as it applies to municipal securities; H.R. 3029
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
IRC sec. 529 H.R. 529, Savings Enhancement for Education and College Act, technical changes to IRC sec. 529 HR 4333; ABLE Act - H.R. 647; S. 313 and tax exempt financing issues. Issues related to taxation of municipal bonds; Tax Reform Act of 2014. H.R. 5771.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
pension issues affecting municipal bonds.
Agencies Lobbied
U.S. Senate
Lobbying Issues
Higher education reauthorization proposals pertaining to college savings.
Agencies Lobbied
U.S. Senate
4th Quarter, 2014
In Q4, National Association of State Treasurers had in-house lobbyists. The report was filed on Feb. 13, 2015.
Original Filing: 300710821.xml
Lobbying Issues
Financial services regulation reform; Proposals related to securities and banking laws for IRC section 529 plans including prepaid tuition plans; CFPB consumer agency and application to 529 plans, money market fund regulation; Volcker Rule as it applies to municipal securities; H.R. 3029
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
IRC sec. 529 H.R. 529, Savings Enhancement for Education and College Act, technical changes to IRC sec. 529 HR 4333; ABLE Act - H.R. 647; S. 313 and tax exempt financing issues. Issues related to taxation of municipal bonds; Tax Reform Act of 2014. H.R. 5771.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
pension issues affecting municipal bonds.
Agencies Lobbied
U.S. Senate
Lobbying Issues
Higher education reauthorization proposals pertaining to college savings.
Agencies Lobbied
U.S. Senate
3rd Quarter, 2014
In Q3, National Association of State Treasurers had in-house lobbyists. The report was filed on Aug. 24, 2015.
Original Filing: 300749379.xml
Lobbying Issues
IRC sec. 529 H.R. 529, Savings Enhancement for Education and College Act, technical changes to IRC sec. 529 HR 4333; H.R. 647; S. 313 and tax exempt financing issues. Issues related to taxation of municipal bonds; Tax Reform Act of 2014.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Financial services regulation reform; Proposals related to securities and banking laws for IRC section 529 plans including prepaid tuition plans; CFPB consumer agency and application to 529 plans, money market fund regulation; Volcker Rule as it applies to municipal securities; H.R. 3029
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
pension issues affecting municipal bonds.
Agencies Lobbied
U.S. Senate
Lobbying Issues
Higher education reauthorization proposals pertaining to college savings.
Agencies Lobbied
U.S. Senate
2nd Quarter, 2014
In Q2, National Association of State Treasurers had in-house lobbyists. The report was filed on Aug. 24, 2015.
Original Filing: 300749378.xml
Lobbying Issues
IRC sec. 529 H.R. 529, Savings Enhancement for Education and College Act, technical changes to IRC sec. 529 HR 4333; and tax exempt financing issues. Issues related to taxation of municipal bonds; Tax Reform Act of 2014.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Financial services regulation reform; Proposals related to securities and banking laws for IRC section 529 plans including prepaid tuition plans;CFPB consumer agency and application to 529 plans, money market fund regulation; Volcker Rule as it applies to municipal securities; H.R. 3029
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
pension issues affecting municipal bonds.
Agencies Lobbied
U.S. Senate
Lobbying Issues
Issues related to Death master File Access
Agencies Lobbied
U.S. Senate
Lobbying Issues
Higher education reauthorization proposals pertaining to college savings.
Agencies Lobbied
U.S. Senate
1st Quarter, 2014
In Q1, National Association of State Treasurers had in-house lobbyists. The report was filed on Aug. 24, 2015.
Original Filing: 300749377.xml
Lobbying Issues
IRC sec. 529 H.R. 529, Savings Enhancement for Education and College Act, technical changes to IRC sec. 529 HR 4333; and tax exempt financing issues. Issues related to taxation of municipal bonds; Tax Reform Act of 2014.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Financial services regulation reform; Proposals related to securities and banking laws for IRC section 529 plans including prepaid tuition plans;CFPB consumer agency and application to 529 plans, money market fund regulation; Volcker Rule as it applies to municipal securities; H.R. 3029
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
pension issues affecting municipal bonds.
Agencies Lobbied
U.S. Senate
Lobbying Issues
Issues related to Death master File Access
Agencies Lobbied
U.S. Senate
4th Quarter, 2013
In Q4, National Association of State Treasurers had in-house lobbyists. The report was filed on Aug. 24, 2015.
Original Filing: 300749376.xml
Lobbying Issues
IRC sec. 529 H.R. 529, Savings Enhancement for Education and College Act, technical changes to IRC sec. 529; and tax exempt financing issues. Issues related to taxation of municipal bonds.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Financial services regulation reform; Proposals related to securities and banking laws for IRC section 529 plans including prepaid tuition plans;CFPB consumer agency and application to 529 plans, money market fund regulation; Volcker Rule as it applies to municipal securities; H.R. 3029
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
pension issues affecting municipal bonds.
Agencies Lobbied
U.S. Senate
3rd Quarter, 2013
In Q3, National Association of State Treasurers had in-house lobbyists. The report was filed on Aug. 24, 2015.
Original Filing: 300749375.xml
Lobbying Issues
IRC sec. 529 H.R. 529, Savings Enhancement for Education and College Act, technical changes to IRC sec. 529; and tax exempt financing issues. Issues related to taxation of municipal bonds.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Financial services regulation reform; Proposals related to securities and banking laws for IRC section 529 plans including prepaid tuition plans;CFPB consumer agency and application to 529 plans, money market fund regulation; Volcker Rule as it applies to municipal securities; H.R. 3029
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
pension issues affecting municipal bonds.
Agencies Lobbied
U.S. Senate
2nd Quarter, 2013
In Q2, National Association of State Treasurers had in-house lobbyists. The report was filed on Aug. 24, 2015.
Original Filing: 300749374.xml
Lobbying Issues
IRC sec. 529 H.R. 529, Savings Enhancement for Education and College Act, technical changes to IRC sec. 529; and tax exempt financing issues. Issues related to taxation of municipal bonds.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Financial services regulation reform; CFPB consumer agency and application to 529 plans.
Proposals related to securities and banking laws for IRC section 529 plans; money market fund regulation; Volcker Rule as it applies to municipal securities.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
pension issues affecting municipal bonds.
Agencies Lobbied
U.S. Senate
1st Quarter, 2013
In Q1, National Association of State Treasurers had in-house lobbyists. The report was filed on Aug. 24, 2015.
Original Filing: 300749371.xml
Lobbying Issues
529 Plan issues; H.R. 529, Savings Enhancement for Education and College Act, technical changes to IRC sec. 529; and tax exempt financing issues. Issues related to taxation of municipal bonds.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Financial services regulation reform; CFPB consumer agency and application to 529 plans.
Proposals related to securities and banking laws for IRC section 529 plans; muni money market fund regulation; Volcker Rule as it applies to municipal securities; Tag extension.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
pension issues affecting municipal bonds.
Agencies Lobbied
U.S. Senate
4th Quarter, 2012
In Q4, National Association of State Treasurers had in-house lobbyists. The report was filed on Aug. 24, 2015.
Original Filing: 300749369.xml
Lobbying Issues
529 Plan issues; H.R. 529, Savings Enhancement for Education and College Act; and tax exempt financing issues S. 1016, S. 1813, S. 2059, H.R. 5705. Issues related to taxation of municipal bonds.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Financial services regulation reform; CFPB consumer agency and application to 529 plans.
Proposals related to securities and banking laws for IRC section 529 plans; muni money market fund regulation; H.R. 2827; Volcker Rule as it applies to municipal securities; S. 3637 - Tag extension.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
pension issues, H.R. 567, S. 347.
Agencies Lobbied
U.S. Senate
3rd Quarter, 2012
In Q3, National Association of State Treasurers had in-house lobbyists. The report was filed on Aug. 24, 2015.
Original Filing: 300749368.xml
Lobbying Issues
529 Plan issues; H.R. 529, Savings Enhancement for Education and College Act; and tax exempt financing issues S. 1016, S. 1813, S. 2059, H.R. 5705.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Financial services regulation reform; CFPB consumer agency and application to 529 plans.
Proposals related to securities and banking laws for IRC section 529 plans; muni money market fund regulation; H.R. 2827; Volcker Rule as it applies to municipal securities.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
pension issues, H.R. 567, S. 347.
Agencies Lobbied
U.S. Senate
2nd Quarter, 2012
In Q2, National Association of State Treasurers had in-house lobbyists. The report was filed on Aug. 24, 2015.
Original Filing: 300749367.xml
Lobbying Issues
529 Plan issues; H.R. 529, Savings Enhancement for Education and College Act; and tax exempt financing issues S. 1016, S. 1813, S. 2059, H.R. 5705.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Financial services regulation reform
CFPB consumer agency and application to 529 plans.
Proposals related to securities and banking laws for IRC section 529 plans, muni money market fund regulation.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
pension issues, H.R. 567, S. 347 , H.R. 3848
Agencies Lobbied
U.S. Senate
1st Quarter, 2012
In Q1, National Association of State Treasurers had in-house lobbyists. The report was filed on Aug. 24, 2015.
Original Filing: 300749366.xml
Lobbying Issues
529 Plan issues; H.R. 529, Savings Enhancement for Education and College Act; and tax exempt financing issues S. 1016, S. 1813, S. 2059
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Financial services regulation reform
CFPB consumer agency and application to 529 plans.
Proposals related to securities and banking laws for IRC section 529 plans.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
pension issues, H.R. 567, S. 347
Agencies Lobbied
U.S. Senate
1st Quarter, 2012
National Association of State Treasurers filed a lobbying registration on Feb. 13, 2015 for in-house lobbying efforts, effective March 15, 2012.
Original Filing: 300710814.xml
Issue(s) they said they’d lobby about: HR. 529, Savings Enhancement for for Education and College Act, technical changes to IRC sec 529, HR 4333; HR 647; S. 313 and tax exempt financing issues. Issues related to the taxation of municipal bonds; tax reform act of 2014
Financial Services regulation reform; Money market mutual fund reform; Proposals related to securities and banking laws for IRC section 529 including prepaid tuition plans, pension issues affecting municipal bonds. .
1st Quarter, 2012
National Association of State Treasurers filed a lobbying registration on Jan. 20, 2015 for in-house lobbying efforts, effective March 15, 2012.
Original Filing: 300708084.xml
Issue(s) they said they’d lobby about: Financial Services Regulatory Reform, Proposals related to securities and banking laws, IRS section 529 .
Source: Clerk of the U.S. House of Representatives and Secretary of the Senate
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