Lobbying Relationship

Client

CUSTODIA FINANCIAL

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Lobbying firm

K&L GATES LLP

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  • Retirement security issues including participant loans from 401(k) and similar plans (no specific legislation).

Duration: to

General Issues: Financial Institutions/Investments/Securities, Taxation/Internal Revenue Code, Retirement

Spending: about $360,000 (But it's complicated. Here's why.)

Agencies lobbied since 2010: U.S. Senate, House of Representatives, U.S. Senate,, Labor - Dept of (DOL), Treasury - Dept of, House of Representatives,

Bills mentioned

H.R.3656: Retirement Savings Security Act of 2011

Sponsor: Pete Sessions (R-Texas)

Show All Mentioned Bills

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?
Daniel F. C.. Crowley GC, Office of the Speaker; GC, Committee on House Oversight Minority Counsel, Committee on House Administration
Mary Baker Large Case Team Coord, IRS; Motor Vehicle Industry Specialist, IRS; Technical Advisor Mgr, IRS; Mgr, Office of Tax Shelter Analysis, IRS; Tax Staff Prof/IRS Detailee to Sen Fin Comm
Michael Evans Tax Counsel/LD, Sen Baucus; Dem Chief Counsel Senate Comm on Envt & Public Works; Chief Counsel, Senate Finance Comm
Tricia Markwood LA, Rep. Wolpe
W. Dennis Stephens Rep Armey; LD, Rep Pombo; LD, Rep Barton; CoS, Rep Stockman; LD, Rep Wicker
Nicholas Leibham Special Assistant, Rep Ackerman
Patrick Heck Chief Tax Counsel, Sen Finance Comm; Senior Tax Policy Advisor, Sen Baucus; Asst Counsel to Oversight Subcomm, House Ways & Means
Steven Valentine Deputy Asst Atty Gen, DOJ; General Counsel/LD, Sen Smith
James Walsh U.S. Congressman
Karishma Page n/a
Daniel F. C. Crowley n/a
Andres Gil n/a
Sarah Beason n/a
William Kirk n/a
John Godfrey n/a
Bruce Heiman n/a
Nyasha Akilah Green n/a
Margo Dey n/a

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.

Termination
Q4 Report
Q3 Report
Q2 Report
Q1 Report
Q4 Report
Q3 Report
Q2 Report
Q1 Report
Q4 Report
Q3 Report
Amendment
Q2 Report
Q1 Report
Q4 Report
Q3 Report
Q2 Report
Q1 Report
Q4 Report
Q3 Report
Q2 Report
Q1 Report
Q4 Report
Registration

Source: Clerk of the U.S. House of Representatives and Secretary of the Senate

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