Monitor implementation of proposed regulations related to financial products and the insurance industry in P.L. 111-203, the Wall Street Reform and Consumer Protection Act of 2009; monitor the Financial Stability Oversight Committee activities related to systemically important financial institutions.
Monitor legislative activity related to comprehensive tax reform as it affects the tax treatment of life insurance companies, life insurance products, and life insurance companies designated as systemically important financial institutions.
Monitor implementation of P.L. 113-279, the Insurance Capital Standards Clarification Act of 2014; monitor regulatory activities of the U.S. Department of Labor and U.S. Securities and Exchange Commission related to proposed fiduciary standard of care; monitor international insurance proposals.
Monitor retirement proposals as it relates to the American Rescue Plan Act of 2021 (P.L. 117-2), other draft legislation, and H.R.2954, Securing a Strong Retirement Act of 2021.
Monitor H.R. 2123, the Diversity and Inclusion Data Accountability and Transparency Act, H.R.2001 the Diversity Data Accountability Act; monitor draft legislation to require diversity and inclusion data from regulated entities; monitor H.R. 1280, George Floyd Justice in Policing Act; H.R. 1, For the People Act; and other voting rights legislation.
Duration: May 15, 2009
to
June 15, 2021
General Issues: Financial Institutions/Investments/Securities , Taxation/Internal Revenue Code , Insurance , Retirement , Civil Rights/Civil Liberties , Budget/Appropriations , Disaster Planning/Emergencies , Health Issues , Trade (Domestic & Foreign) , Veterans
Spending: about $2,390,000 (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 2009: U.S. Senate, House of Representatives, U.S. Senate,, Executive Office of the President (EOP), House of Representatives,, Treasury - Dept of, Treasury - Dept of,, State - Dept of (DOS), Natl Economic Council (NEC)
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
Research Asst, Congressional Budget Office
Mary Stanton Intern, Rep. Richard Gephardt
Staff Assistant, Senator Herb Kohl
Legislative Correspondent, Senator Herb Kohl
Legislative Assistant, Rep. Anthony Weiner
Policy Advisor, Senate Aging Committee
Legislative Assistant, Senator Herb Kohl
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
Annie Palisi Chief of Staff, Rep. Diane Black; Deputy Director of Member Services, Speaker John Boehner; Director Special Projects, Education and the Workforce Committee
Patrice Willoughby Dep Assoc Admin, Intergovt Affairs Office, GSA (2011-2012);
Exec Dir, CBC, Rep. Barbara Lee (2008-2011);
Leg Asst, Counsel, Chief/Staff, Rep. Tubbs Jones (2000-2008)
Carolyn Coda Special Assistant, Office of Legislative Affairs, US Department of the Treasury (2006-2008)
Quincy Enoch 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.
2nd Quarter, 2021
Invariant LLC terminated an engagement in which they represented Prudential Financial on July 20, 2021.
Original Filing: 301284333.xml
Lobbying Issues
Monitor implementation of proposed regulations related to financial products and the insurance industry in P.L. 111-203, the Wall Street Reform and Consumer Protection Act of 2009; monitor the Financial Stability Oversight Committee activities related to systemically important financial institutions.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Monitor legislative activity related to comprehensive tax reform as it affects the tax treatment of life insurance companies, life insurance products, and life insurance companies designated as systemically important financial institutions.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Monitor implementation of P.L. 113-279, the Insurance Capital Standards Clarification Act of 2014; monitor regulatory activities of the U.S. Department of Labor and U.S. Securities and Exchange Commission related to proposed fiduciary standard of care; monitor international insurance proposals.
Agencies Lobbied
U.S. Senate
Lobbying Issues
Monitor retirement proposals as it relates to the American Rescue Plan Act of 2021 (P.L. 117-2), other draft legislation, and H.R.2954, Securing a Strong Retirement Act of 2021.
Agencies Lobbied
U.S. Senate
Lobbying Issues
Monitor H.R. 2123, the Diversity and Inclusion Data Accountability and Transparency Act, H.R.2001 the Diversity Data Accountability Act; monitor draft legislation to require diversity and inclusion data from regulated entities; monitor H.R. 1280, George Floyd Justice in Policing Act; H.R. 1, For the People Act; and other voting rights legislation.
Agencies Lobbied
U.S. Senate
Type of Issue
Civil Rights/Civil Liberties
1st Quarter, 2021
In Q1, Invariant LLC lobbied for Prudential Financial , earning $50,000. The report was filed on April 20, 2021.
Original Filing: 301265196.xml
Lobbying Issues
Monitor implementation of proposed regulations related to financial products and the insurance industry in P.L. 111-203, the Wall Street Reform and Consumer Protection Act of 2009; monitor the Financial Stability Oversight Committee activities related to systemically important financial institutions.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Monitor legislative activity related to comprehensive tax reform as it affects the tax treatment of life insurance companies, life insurance products, and life insurance companies designated as systemically important financial institutions.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Monitor implementation of P.L. 113-279, the Insurance Capital Standards Clarification Act of 2014; monitor regulatory activities of the U.S. Department of Labor and U.S. Securities and Exchange Commission related to proposed fiduciary standard of care; monitor international insurance proposals.
Agencies Lobbied
U.S. Senate
Lobbying Issues
Monitor retirement proposals as it relates to the American Rescue Plan Act of 2021 (P.L. 117-2) and other draft legislation.
Agencies Lobbied
U.S. Senate
Lobbying Issues
Monitor data request for diversity and inclusion data from asset managers made by Reps. Joyce Beatty (D-OH) and Maxine Waters (D-CA); monitor draft legislation to require diversity and inclusion data from regulated entities; monitor H.R. 1280, George Floyd Justice in Policing Act; H.R. 1, For the People Act; and other voting rights legislation.
Agencies Lobbied
U.S. Senate
Type of Issue
Civil Rights/Civil Liberties
4th Quarter, 2020
In Q4, Invariant LLC lobbied for Prudential Financial , earning $50,000. The report was filed on Jan. 21, 2021.
Original Filing: 301244467.xml
Lobbying Issues
Monitor implementation of proposed regulations related to financial products and the insurance industry in P.L. 111-203, the Wall Street Reform and Consumer Protection Act of 2009; monitor the Financial Stability Oversight Committee activities related to systemically important financial institutions; monitor S. 603, the Financial Stability Oversight Council Improvement Act of 2019.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Monitor legislative activity related to comprehensive tax reform as it affects the tax treatment of life insurance companies, life insurance products, and life insurance companies designated as systemically important financial institutions.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Monitor implementation of P.L. 113-279, the Insurance Capital Standards Clarification Act of 2014; monitor regulatory activities of the U.S. Department of Labor and U.S. Securities and Exchange Commission related to proposed fiduciary standard of care; monitor international insurance proposals.
Agencies Lobbied
U.S. Senate
3rd Quarter, 2020
In Q3, Invariant LLC lobbied for Prudential Financial , earning $50,000. The report was filed on Oct. 20, 2020.
Original Filing: 301217851.xml
Lobbying Issues
Monitor implementation of proposed regulations related to financial products and the insurance industry in P.L. 111-203, the Wall Street Reform and Consumer Protection Act of 2009; monitor the Financial Stability Oversight Committee activities related to systemically important financial institutions; monitor S. 603, the Financial Stability Oversight Council Improvement Act of 2019.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Monitor legislative activity related to comprehensive tax reform as it affects the tax treatment of life insurance companies, life insurance products, and life insurance companies designated as systemically important financial institutions.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Monitor implementation of P.L. 113-279, the Insurance Capital Standards Clarification Act of 2014; monitor regulatory activities of the U.S. Department of Labor and U.S. Securities and Exchange Commission related to proposed fiduciary standard of care; monitor international insurance proposals.
Agencies Lobbied
U.S. Senate
2nd Quarter, 2020
In Q2, Invariant LLC lobbied for Prudential Financial , earning $50,000. The report was filed on July 20, 2020.
Original Filing: 301197579.xml
Lobbying Issues
Monitor implementation of proposed regulations related to financial products and the insurance industry in P.L. 111-203, the Wall Street Reform and Consumer Protection Act of 2009; monitor the Financial Stability Oversight Committee activities related to systemically important financial institutions; monitor S. 603, the Financial Stability Oversight Council Improvement Act of 2019.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Monitor legislative activity related to comprehensive tax reform as it affects the tax treatment of life insurance companies, life insurance products, and life insurance companies designated as systemically important financial institutions.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Monitor implementation of P.L. 113-279, the Insurance Capital Standards Clarification Act of 2014; monitor regulatory activities of the U.S. Department of Labor and U.S. Securities and Exchange Commission related to proposed fiduciary standard of care; monitor international insurance proposals.
Agencies Lobbied
U.S. Senate
1st Quarter, 2020
In Q1, Invariant LLC lobbied for Prudential Financial , earning $50,000. The report was filed on April 20, 2020.
Original Filing: 301178146.xml
Lobbying Issues
Monitor implementation of proposed regulations related to financial products and the insurance industry in P.L. 111-203, the Wall Street Reform and Consumer Protection Act of 2009; monitor the Financial Stability Oversight Committee activities related to systemically important financial institutions; monitor S. 603, the Financial Stability Oversight Council Improvement Act of 2019.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Monitor legislative activity related to comprehensive tax reform as it affects the tax treatment of life insurance companies, life insurance products, and life insurance companies designated as systemically important financial institutions.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Monitor implementation of P.L. 113-279, the Insurance Capital Standards Clarification Act of 2014; monitor regulatory activities of the U.S. Department of Labor and U.S. Securities and Exchange Commission related to proposed fiduciary standard of care; monitor international insurance proposals; monitor H.R. 4592, the International Insurance Standards Act.
Agencies Lobbied
U.S. Senate
4th Quarter, 2019
In Q4, Invariant LLC lobbied for Prudential Financial , earning $50,000. The report was filed on Jan. 21, 2020.
Original Filing: 301128158.xml
Lobbying Issues
Monitor implementation of proposed regulations related to financial products and the insurance industry in P.L. 111-203, the Wall Street Reform and Consumer Protection Act of 2009; monitor the Financial Stability Oversight Committee activities related to systemically important financial institutions; monitor S. 603, the Financial Stability Oversight Council Improvement Act of 2019.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Monitor legislative activity related to comprehensive tax reform as it affects the tax treatment of life insurance companies, life insurance products, and life insurance companies designated as systemically important financial institutions; monitor implementation of P.L. 115-97, the Tax Cuts and Jobs Act; monitor U.S. Treasury regulations to implement the Base Erosion Anti-Abuse Tax (BEAT) and proposed legislative change to the Tax Cuts and Jobs Act international tax provisions.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Monitor implementation of P.L. 113-279, the Insurance Capital Standards Clarification Act of 2014; monitor regulatory activities of the U.S. Department of Labor and U.S. Securities and Exchange Commission related to proposed fiduciary standard of care; monitor international insurance proposals; monitor H.R. 4592, the International Insurance Standards Act.
Agencies Lobbied
U.S. Senate
Lobbying Issues
Support H.R. 1007, the Retirement Enhancement and Savings Act of 2019, and H.R. 1994, the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019.
Agencies Lobbied
U.S. Senate
3rd Quarter, 2019
In Q3, Invariant LLC lobbied for Prudential Financial , earning $50,000. The report was filed on Oct. 21, 2019.
Original Filing: 301074754.xml
Lobbying Issues
Monitor implementation of proposed regulations related to financial products and the insurance industry in P.L. 111-203, the Wall Street Reform and Consumer Protection Act of 2009; monitor the Financial Stability Oversight Committee activities related to systemically important financial institutions; monitor S. 603, the Financial Stability Oversight Council Improvement Act of 2019.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Monitor legislative activity related to comprehensive tax reform as it affects the tax treatment of life insurance companies, life insurance products, and life insurance companies designated as systemically important financial institutions; monitor implementation of P.L. 115-97, the Tax Cuts and Jobs Act; monitor U.S. Treasury regulations to implement the Base Erosion Anti-Abuse Tax (BEAT) and proposed legislative change to the Tax Cuts and Jobs Act international tax provisions.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Monitor implementation of P.L. 113-279, the Insurance Capital Standards Clarification Act of 2014; monitor regulatory activities of the U.S. Department of Labor and U.S. Securities and Exchange Commission related to proposed fiduciary standard of care; monitor international insurance proposals; monitor H.R. 4592, the International Insurance Standards Act.
Agencies Lobbied
U.S. Senate
Lobbying Issues
Support H.R. 1007, the Retirement Enhancement and Savings Act of 2019, and H.R. 1994, the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019.
Agencies Lobbied
U.S. Senate
2nd Quarter, 2019
In Q2, Invariant LLC lobbied for Prudential Financial , earning $50,000. The report was filed on July 22, 2019.
Original Filing: 301058317.xml
Lobbying Issues
Monitor implementation of proposed regulations related to financial products and the insurance industry in P.L. 111-203, the Wall Street Reform and Consumer Protection Act of 2009; monitor the Financial Stability Oversight Committee activities related to systemically important financial institutions; monitor S. 603, the Financial Stability Oversight Council Improvement Act of 2019.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Monitor legislative activity related to comprehensive tax reform as it affects the tax treatment of life insurance companies, life insurance products, and life insurance companies designated as systemically important financial institutions; monitor implementation of P.L. 115-97, the Tax Cuts and Jobs Act; monitor U.S. Treasury regulations to implement the Base Erosion Anti-Abuse Tax (BEAT) and proposed legislative change to the Tax Cuts and Jobs Act international tax provisions.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Monitor implementation of P.L. 113-279, the Insurance Capital Standards Clarification Act of 2014; monitor regulatory activities of the U.S. Department of Labor and U.S. Securities and Exchange Commission related to proposed fiduciary standard of care; monitor international insurance proposals.
Agencies Lobbied
U.S. Senate
Lobbying Issues
Monitor H.R. 1007, the Retirement Enhancement and Savings Act of 2019, and H.R. 1994, the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019.
Agencies Lobbied
U.S. Senate
1st Quarter, 2019
In Q1, Invariant LLC lobbied for Prudential Financial , earning $50,000. The report was filed on April 22, 2019.
Original Filing: 301035787.xml
Lobbying Issues
Monitor implementation of proposed regulations related to financial products and the insurance industry in P.L. 111-203, the Wall Street Reform and Consumer Protection Act of 2009; monitor the Financial Stability Oversight Committee activities related to systemically important financial institutions; monitor S. 603, the Financial Stability Oversight Council Improvement Act of 2019.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Monitor legislative activity related to comprehensive tax reform as it affects the tax treatment of life insurance companies, life insurance products, and life insurance companies designated as systemically important financial institutions; monitor implementation of P.L. 115-97, the Tax Cuts and Jobs Act; monitor U.S. Treasury regulations to implement the Base Erosion Anti-Abuse Tax (BEAT) and proposed legislative change to the Tax Cuts and Jobs Act international tax provisions.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Monitor implementation of P.L. 113-279, the Insurance Capital Standards Clarification Act of 2014; monitor regulatory activities of the U.S. Department of Labor and U.S. Securities and Exchange Commission related to proposed fiduciary standard of care; monitor international insurance proposals.
Agencies Lobbied
U.S. Senate
Lobbying Issues
Monitor H.R. 1007, the Retirement Enhancement and Savings Act of 2019, and H.R. 1994, the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019.
Agencies Lobbied
U.S. Senate
4th Quarter, 2018
In Q4, Invariant LLC lobbied for Prudential Financial , earning $50,000. The report was filed on Jan. 22, 2019.
Original Filing: 301015907.xml
Lobbying Issues
Monitor implementation of proposed regulations related to financial products and the insurance industry in Public Law No: 111-203, the Wall Street Reform and Consumer Protection Act of 2009; monitor the Financial Stability Oversight Committee activities related to systemically important financial institutions; monitor H.R. 3312, the Systemic Risk Designation Improvement Act of 2017; monitor H.R. 4061, Financial Stability Oversight Council Improvement Act of 2017.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Monitor legislative activity related to comprehensive tax reform as it affects the tax treatment of life insurance companies, life insurance products, and life insurance companies designated as systemically important financial institutions; monitor implementation of P.L. 115-97, the Tax Cuts and Jobs Act.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Monitor implementation of P.L. 113-279, the Insurance Capital Standards Classification Act of 2014; monitor regulatory activities of the U.S. Department of Labor and U.S. Securities and Exchange Commission related to proposed fiduciary standard of care; monitor international insurance proposals: H.R. 4537, International Insurance Standards Act of 2017, and S. 1360, the International Insurance Capital Standards Accountability Act of 2017.
Agencies Lobbied
U.S. Senate
Lobbying Issues
Monitor H.R. 5282 / S. 2526, the Retirement Enhancement and Savings Act of 2018.
Agencies Lobbied
U.S. Senate
3rd Quarter, 2018
In Q3, Invariant LLC lobbied for Prudential Financial , earning $50,000. The report was filed on Oct. 22, 2018.
Original Filing: 300997593.xml
Lobbying Issues
Monitor implementation of proposed regulations related to financial products and the insurance industry in Public Law No: 111-203, the Wall Street Reform and Consumer Protection Act of 2009; monitor the Financial Stability Oversight Committee activities related to systemically important financial institutions; monitor H.R. 3312, the Systemic Risk Designation Improvement Act of 2017; monitor H.R. 4061, Financial Stability Oversight Council Improvement Act of 2017.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Monitor legislative activity related to comprehensive tax reform as it affects the tax treatment of life insurance companies, life insurance products, and life insurance companies designated as systemically important financial institutions; monitor implementation of P.L. 115-97, the Tax Cuts and Jobs Act.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Monitor implementation of P.L. 113-279, the Insurance Capital Standards Classification Act of 2014; monitor regulatory activities of the U.S. Department of Labor and U.S. Securities and Exchange Commission related to proposed fiduciary standard of care; monitor international insurance proposals: H.R. 4537, International Insurance Standards Act of 2017, and S. 1360, the International Insurance Capital Standards Accountability Act of 2017.
Agencies Lobbied
U.S. Senate
Lobbying Issues
Monitor H.R. 5282 / S. 2526, the Retirement Enhancement and Savings Act of 2018.
Agencies Lobbied
U.S. Senate
2nd Quarter, 2018
In Q2, Invariant LLC lobbied for Prudential Financial , earning $50,000. The report was filed on July 20, 2018.
Original Filing: 300974986.xml
Lobbying Issues
Monitor implementation of proposed regulations related to financial products and the insurance industry in Public Law No: 111-203, the Wall Street Reform and Consumer Protection Act of 2009; monitor the Financial Stability Oversight Committee activities related to systemically important financial institutions; monitor H.R. 3312, the Systemic Risk Designation Improvement Act of 2017; monitor H.R. 4061, Financial Stability Oversight Council Improvement Act of 2017.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Monitor legislative activity related to comprehensive tax reform as it affects the tax treatment of life insurance companies, life insurance products, and life insurance companies designated as systemically important financial institutions; monitor implementation of P.L. 115-97, the Tax Cuts and Jobs Act.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Monitor implementation of P.L. 113-279, the Insurance Capital Standards Classification Act of 2014; monitor regulatory activities of the U.S. Department of Labor and U.S. Securities and Exchange Commission related to proposed fiduciary standard of care; monitor international insurance proposals: H.R. 4537, International Insurance Standards Act of 2017, and S. 1360, the International Insurance Capital Standards Accountability Act of 2017.
Agencies Lobbied
U.S. Senate
Lobbying Issues
Monitor H.R. 5282 / S. 2526, the Retirement Enhancement and Savings Act of 2018.
Agencies Lobbied
U.S. Senate
1st Quarter, 2018
In Q1, Invariant LLC lobbied for Prudential Financial , earning $50,000. The report was filed on April 20, 2018.
Original Filing: 300956144.xml
Lobbying Issues
Monitor implementation of proposed regulations related to financial products and the insurance industry in Public Law No: 111-203, the Wall Street Reform and Consumer Protection Act of 2009; monitor the Financial Stability Oversight Committee activities related to systemically important financial institutions; monitor H.R. 3312, the Systemic Risk Designation Improvement Act of 2017; monitor H.R. 4061, Financial Stability Oversight Council Improvement Act of 2017.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Monitor legislative activity related to comprehensive tax reform as it affects the tax treatment of life insurance companies, life insurance products, and life insurance companies designated as systemically important financial institutions; monitor implementation of P.L. 115-97, the Tax Cuts and Jobs Act; monitor action on S. 2526, the Retirement Enhancement and Savings Act of 2018 (RESA).
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Monitor implementation of P.L. 113-279, the Insurance Capital Standards Classification Act of 2014; monitor regulatory activities of the U.S. Department of Labor and U.S. Securities and Exchange Commission related to proposed fiduciary standard of care; monitor international insurance proposals: H.R. 4537, International Insurance Standards Act of 2017, and S. 1360, the International Insurance Capital Standards Accountability Act of 2017.
Agencies Lobbied
U.S. Senate
Lobbying Issues
Advocate for inclusion of H.R. 5282/S. 2526, the Retirement Enhancement Savings Act, in H.R. 1625, the Consolidated Appropriations Act of 2018 (P.L. 115-141).
Agencies Lobbied
U.S. Senate
4th Quarter, 2017
In Q4, Invariant LLC lobbied for Prudential Financial , earning $50,000. The report was filed on Jan. 22, 2018.
Original Filing: 300935356.xml
Lobbying Issues
Monitor implementation of proposed regulations related to financial products and the insurance industry in Public Law No: 111-203, the Wall Street Reform and Consumer Protection Act of 2009; monitor the Financial Stability Oversight Committee activities related to systemically important financial institutions; monitor H.R. 3312, the Systemic Risk Designation Improvement Act of 2017.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Monitor legislative activity related to comprehensive tax reform as it affects the tax treatment of life insurance companies, life insurance products, and life insurance companies designated as systemically important financial institutions; 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 implementation of P.L. 113-279, the Insurance Capital Standards Classification Act of 2014; monitor regulatory activities of the U.S. Department of Labor and U.S. Securities and Exchange Commission related to proposed fiduciary standard of care.
Agencies Lobbied
U.S. Senate
3rd Quarter, 2017
In Q3, Invariant LLC lobbied for Prudential Financial , earning $50,000. The report was filed on Oct. 20, 2017.
Original Filing: 300912632.xml
Lobbying Issues
Monitor implementation of proposed regulations related to financial products and the insurance industry in Public Law No: 111-203, the Wall Street Reform and Consumer Protection Act of 2009; monitor the Financial Stability Oversight Committee activities related to systemically important financial institutions.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Monitor legislative activity related to comprehensive tax reform as it affects the tax treatment of life insurance companies, life insurance products, and life insurance companies designated as systemically important financial institutions.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Monitor implementation of P.L. 113-279, the Insurance Capital Standards Classification Act of 2014; monitor regulatory activities of the U.S. Department of Labor and U.S. Securities and Exchange Commission related to proposed fiduciary standard of care.
Agencies Lobbied
U.S. Senate
2nd Quarter, 2017
In Q2, Invariant LLC lobbied for Prudential Financial , earning $50,000. The report was filed on July 20, 2017.
Original Filing: 300893394.xml
Lobbying Issues
Monitor implementation of proposed regulations related to financial products and the insurance industry in Public Law No: 111-203, the Wall Street Reform and Consumer Protection Act of 2009; monitor the Financial Stability Oversight Committee activities related to systemically important financial institutions.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Monitor legislative activity related to comprehensive tax reform as it affects the tax treatment of life insurance companies, life insurance products, and life insurance companies designated as systemically important financial institutions.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Monitor implementation of P.L. 113-279, the Insurance Capital Standards Classification Act of 2014; monitor regulatory activities of the U.S. Department of Labor and U.S. Securities and Exchange Commission related to proposed fiduciary standard of care.
Agencies Lobbied
U.S. Senate
1st Quarter, 2017
In Q1, Invariant LLC (formerly known as Heather Podesta + Partners, LLC) lobbied for Prudential Financial , earning $50,000. The report was filed on April 20, 2017.
Original Filing: 300875057.xml
Lobbying Issues
Monitor implementation of proposed regulations related to financial products and the insurance industry in Public Law No: 111-203, the Wall Street Reform and Consumer Protection Act of 2009; monitor the Financial Stability Oversight Committee activities related to systemically important financial institutions.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Monitor legislative activity related to comprehensive tax reform as it affects the tax treatment of life insurance companies, life insurance products, and life insurance companies designated as systemically important financial institutions.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Monitor implementation of P.L. 113-279, the Insurance Capital Standards Classification Act of 2014; monitor regulatory activities of the U.S. Department of Labor and U.S. Securities and Exchange Commission related to proposed fiduciary standard of care.
Agencies Lobbied
U.S. Senate
4th Quarter, 2016
In Q4, Heather Podesta + Partners, LLC lobbied for Prudential Financial , earning $50,000. The report was filed on Jan. 23, 2017.
Original Filing: 300857005.xml
Lobbying Issues
Monitor implementation of proposed regulations related to financial products and the insurance industry in Public Law No: 111-203, the Wall Street Reform and Consumer Protection Act of 2009; monitor the Financial Stability Oversight Committee activities related to systemically important financial institutions.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Monitor legislative activity related to comprehensive tax reform as it affects the tax treatment of life insurance companies, life insurance products, and life insurance companies designated as systemically important financial institutions.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Monitor implementation of P.L. 113-279, the Insurance Capital Standards Clarification Act of 2014; 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
3rd Quarter, 2016
In Q3, Heather Podesta + Partners, LLC lobbied for Prudential Financial , earning $50,000. The report was filed on Oct. 20, 2016.
Original Filing: 300835816.xml
Lobbying Issues
Monitor implementation of proposed regulations related to financial products and the insurance industry in Public Law No: 111-203, the Wall Street Reform and Consumer Protection Act of 2009; monitor the Financial Stability Oversight Committee activities related to systemically important financial institutions.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Monitor legislative activity related to comprehensive tax reform as it affects the tax treatment of life insurance companies, life insurance products, and life insurance companies designated as systemically important financial institutions.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Monitor implementation of P.L. 113-279, the Insurance Capital Standards Clarification Act of 2014; 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
2nd Quarter, 2016
In Q2, Heather Podesta + Partners, LLC lobbied for Prudential Financial , earning $50,000. The report was filed on July 20, 2016.
Original Filing: 300819721.xml
Lobbying Issues
Monitor implementation of proposed regulations related to financial products and the insurance industry in Public Law No: 111-203, the Wall Street Reform and Consumer Protection Act of 2009; monitor the Financial Stability Oversight Committee activities related to systemically important financial institutions.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Monitor legislative activity related to comprehensive tax reform as it affects the tax treatment of life insurance companies, life insurance products, and life insurance companies designated as systemically important financial institutions.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Monitor implementation of P.L. 113-279, the Insurance Capital Standards Clarification Act of 2014; 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
1st Quarter, 2016
In Q1, Heather Podesta + Partners, LLC lobbied for Prudential Financial , earning $50,000. The report was filed on April 20, 2016.
Original Filing: 300798448.xml
Lobbying Issues
Monitor implementation of proposed regulations related to financial products and the insurance industry in Public Law No: 111-203, the Wall Street Reform and Consumer Protection Act of 2009; monitor the Financial Stability Oversight Committee activities related to systemically important financial institutions.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Monitor legislative activity related to comprehensive tax reform as it affects the tax treatment of life insurance companies, life insurance products, and life insurance companies designated as systemically important financial institutions.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Monitor implementation of P.L. 113-279, the Insurance Capital Standards Clarification Act of 2014; 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
4th Quarter, 2015
In Q4, Heather Podesta + Partners, LLC lobbied for Prudential Financial , earning $50,000. The report was filed on Jan. 20, 2016.
Original Filing: 300783364.xml
Lobbying Issues
Monitor implementation of proposed regulations related to financial products and the insurance industry in Public Law No: 111-203, the Wall Street Reform and Consumer Protection Act of 2009; monitor the Financial Stability Oversight Committee activities related to systemically important financial institutions.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Monitor legislative activity related to comprehensive tax reform as it affects the tax treatment of life insurance companies, life insurance products, and life insurance companies designated as systemically important financial institutions.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Monitor implementation of P.L. 113-279, the Insurance Capital Standards Clarification Act of 2014; 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
3rd Quarter, 2015
In Q3, Heather Podesta + Partners, LLC lobbied for Prudential Financial , earning $50,000. The report was filed on Oct. 20, 2015.
Original Filing: 300762020.xml
Lobbying Issues
Monitor implementation of proposed regulations related to financial products and the insurance industry in Public Law No: 111-203, the Wall Street Reform and Consumer Protection Act of 2009; monitor the Financial Stability Oversight Committee activities related to systemically important financial institutions.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Monitor legislative activity related to comprehensive tax reform as it affects the tax treatment of life insurance companies, life insurance products, and life insurance companies designated as systemically important financial institutions.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Monitor implementation of P.L. 113-279, the Insurance Capital Standards Clarification Act of 2014; 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
2nd Quarter, 2015
In Q2, Heather Podesta + Partners, LLC lobbied for Prudential Financial , earning $50,000. The report was filed on July 20, 2015.
Original Filing: 300745150.xml
Lobbying Issues
Monitor implementation of proposed regulations related to financial products and the insurance industry in Public Law No: 111-203, the Wall Street Reform and Consumer Protection Act of 2009; monitor the Financial Stability Oversight Committee activities related to systemically important financial institutions.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Monitor legislative activity related to comprehensive tax reform as it affects the tax treatment of life insurance companies, life insurance products, and life insurance companies designated as systemically important financial institutions.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Monitor implementation of P.L. 113-279, the Insurance Capital Standards Clarification Act of 2014.
Agencies Lobbied
U.S. Senate
1st Quarter, 2015
In Q1, Heather Podesta + Partners, LLC lobbied for Prudential Financial , earning $50,000. The report was filed on April 20, 2015.
Original Filing: 300723669.xml
Lobbying Issues
Monitor implementation of proposed regulations related to financial products and the insurance industry in Public Law No: 111-203, the Wall Street Reform and Consumer Protection Act of 2009; monitor the Financial Stability Oversight Committee activities related to systemically important financial institutions.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Monitor legislative activity related to comprehensive tax reform as it affects the tax treatment of life insurance companies, life insurance products, and life insurance companies designated as systemically important financial institutions.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Monitor implementation of P.L. 113-279, the Insurance Capital Standards Clarification Act of 2014.
Agencies Lobbied
U.S. Senate
4th Quarter, 2014
In Q4, Heather Podesta + Partners, LLC lobbied for Prudential Financial , earning $50,000. The report was filed on Jan. 20, 2015.
Original Filing: 300703723.xml
Lobbying Issues
Monitor implementation of proposed regulations related to financial products and the insurance industry in Public Law No: 111-203, the Wall Street Reform and Consumer Protection Act of 2009; monitor the Financial Stability Oversight Committee activities related to systemically important financial institutions.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Monitor legislative activity related to comprehensive tax reform as it affects the tax treatment of life insurance companies, life insurance products, and life insurance companies designated as systemically important financial institutions.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Support H.R. 4510 / S. 2270, the Insurance Capital Standards Clarification Act of 2014 (P.L. 113-279)
Agencies Lobbied
U.S. House of Representatives
3rd Quarter, 2014
In Q3, Heather Podesta + Partners, LLC lobbied for Prudential Financial , earning $50,000. The report was filed on Oct. 20, 2014.
Original Filing: 300685393.xml
Lobbying Issues
Monitor implementation of proposed regulations related to financial products and the insurance industry in Public Law No: 111-203, the Wall Street Reform and Consumer Protection Act of 2009; monitor the Financial Stability Oversight Committee activities related to systemically important financial institutions.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Monitor legislative activity related to comprehensive tax reform as it affects the tax treatment of life insurance companies, life insurance products, and life insurance companies designated as systemically important financial institutions.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Support H.R. 4510 / S. 2270, the Insurance Capital Standards Clarification Act of 2014.
Agencies Lobbied
U.S. House of Representatives
2nd Quarter, 2014
In Q2, Heather Podesta + Partners, LLC lobbied for Prudential Financial , earning $50,000. The report was filed on July 18, 2014.
Original Filing: 300660979.xml
Lobbying Issues
Monitor implementation of proposed regulations related to financial products and the insurance industry in Public Law No: 111-203, the Wall Street Reform and Consumer Protection Act of 2009; monitor the Financial Stability Oversight Committee activities related to systemically important financial institutions.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Monitor legislative activity related to comprehensive tax reform as it affects the tax treatment of life insurance companies, life insurance products, and life insurance companies designated as systemically important financial institutions.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Support H.R. 4510 / S. 2270, the Insurance Capital Standards Clarification Act of 2014.
Agencies Lobbied
U.S. House of Representatives
1st Quarter, 2014
In Q1, Heather Podesta + Partners, LLC lobbied for Prudential Financial , earning $50,000. The report was filed on April 21, 2014.
Original Filing: 300648832.xml
Lobbying Issues
Monitor implementation of proposed regulations related to financial products and the insurance industry in Public Law No: 111-203, the Wall Street Reform and Consumer Protection Act of 2009; monitor stranger-originated life insurance (STOLI) practices and the securitization of life insurance; monitor the Financial Stability Oversight Committee activities related to systematically important financial institutions.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Monitor legislative activity related to comprehensive tax reform as it affects the tax treatment of life insurance companies and life insurance products.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
4th Quarter, 2013
In Q4, Heather Podesta + Partners, LLC lobbied for Prudential Financial , earning $50,000. The report was filed on Jan. 21, 2014.
Original Filing: 300624262.xml
Lobbying Issues
Monitor implementation of proposed regulations related to financial products and the insurance industry in Public Law No: 111-203, the Wall Street Reform and Consumer Protection Act of 2009; monitor stranger-originated life insurance (STOLI) practices and the securitization of life insurance; monitor the Financial Stability Oversight Committee activities related to systematically important financial institutions.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Monitor legislative activity related to comprehensive tax reform as it affects the tax treatment of life insurance companies and life insurance products.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
3rd Quarter, 2013
In Q3, Heather Podesta + Partners, LLC lobbied for Prudential Financial , earning $50,000. The report was filed on Oct. 21, 2013.
Original Filing: 300603608.xml
Lobbying Issues
Monitor implementation of proposed regulations related to financial products and the insurance industry in Public Law No: 111-203, the Wall Street Reform and Consumer Protection Act of 2009; monitor stranger-originated life insurance (STOLI) practices and the securitization of life insurance; monitor the Financial Stability Oversight Committee activities related to systematically important financial institutions.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Monitor legislative activity related to comprehensive tax reform as it affects the tax treatment of life insurance companies and life insurance products.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
2nd Quarter, 2013
In Q2, Heather Podesta + Partners, LLC lobbied for Prudential Financial , earning $50,000. The report was filed on July 19, 2013.
Original Filing: 300578870.xml
Lobbying Issues
Monitor implementation of proposed regulations related to financial products and the insurance industry in Public Law No: 111-203, the Wall Street Reform and Consumer Protection Act of 2009; monitor stranger-originated life insurance (STOLI) practices and the securitization of life insurance; monitor the Financial Stability Oversight Committee activities related to systematically important financial institutions.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Monitor legislative activity related to comprehensive tax reform as it affects the tax treatment of life insurance companies and life insurance products.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
1st Quarter, 2013
In Q1, Heather Podesta + Partners, LLC lobbied for Prudential Financial , earning $50,000. The report was filed on April 22, 2013.
Original Filing: 300560553.xml
Lobbying Issues
Monitor implementation of proposed regulation related to financial products and the insurance industry in Public Law No: 111-203, the Wall Street Reform and Consumer Protection Act of 2009; monitor stranger-originated life insurance (STOLI) practices and the securitization of life insurance; monitor the Financial Stability Oversight Committee activities related to systematically important financial institutions.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Monitor legislative activity related to comprehensive tax reform as it affects the tax treatment of life insurance companies and life insurance products.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
4th Quarter, 2012
In Q4, Heather Podesta + Partners, LLC lobbied for Prudential Financial , earning $50,000. The report was filed on Jan. 22, 2013.
Original Filing: 300540601.xml
Lobbying Issues
Monitor implementation of proposed regulation related to financial products and the insurance industry in Public Law No: 111-203, the Wall Street Reform and Consumer Protection Act of 2009; monitor stranger-originated life insurance (STOLI) practices and the securitization of life insurance; monitor the Financial Stability Oversight Committee activities related to systematically important financial institutions.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Monitor legislative activity related to comprehensive tax reform as it affects the tax treatment of life insurance companies and life insurance products; monitor H.R. 8, the American Taxpayer Relief Act of 2012.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Monitor H.R. 1, the Superstorm Sandy supplemental appropriations recovery package.
Type of Issue
Disaster Planning/Emergencies
3rd Quarter, 2012
In Q3, Heather Podesta + Partners, LLC lobbied for Prudential Financial , earning $50,000. The report was filed on Oct. 18, 2012.
Original Filing: 300511419.xml
Lobbying Issues
Monitor implementation of proposed regulation related to financial products and the insurance industry in Public Law No: 111-203, the Wall Street Reform and Consumer Protection Act of 2009; monitor stranger-originated life insurance (STOLI) practices and the securitization of life insurance; monitor the Financial Stability Oversight Committee activities related to systematically important financial institutions.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Monitor legislative activity related to comprehensive tax reform as it affects the tax treatment of life insurance companies and life insurance products.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
2nd Quarter, 2012
In Q2, Heather Podesta + Partners, LLC lobbied for Prudential Financial , earning $50,000. The report was filed on July 17, 2012.
Original Filing: 300487023.xml
Lobbying Issues
Monitor implementation of proposed regulation related to financial products and the insurance industry in Public Law No: 111-203, the Wall Street Reform and Consumer Protection Act of 2009; monitor stranger-originated life insurance (STOLI) practices and the securitization of life insurance.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
1st Quarter, 2012
In Q1, Heather Podesta + Partners, LLC lobbied for Prudential Financial , earning $50,000. The report was filed on April 19, 2012.
Original Filing: 300468035.xml
Lobbying Issues
Monitor implementation of proposed regulation related to financial products and the insurance industry in Public Law No: 111-203, the Wall Street Reform and Consumer Protection Act of 2009; monitor stranger-originated life insurance (STOLI) practices and the securitization of life insurance.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Monitor congressional activity on the Early Retirement Reinsurance Program authorized in the Affordable Care Act.
Agencies Lobbied
U.S. House of Representatives,
4th Quarter, 2011
In Q4, Heather Podesta + Partners, LLC lobbied for Prudential Financial , earning $50,000. The report was filed on Jan. 20, 2012.
Original Filing: 300452149.xml
Lobbying Issues
Monitor implementation of proposed regulation related to financial products and the insurance industry in Public Law No: 111-203, the Wall Street Reform and Consumer Protection Act of 2009; monitor stranger-originated life insurance (STOLI) practices and the securitization of life insurance.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Monitor the Free Trade Agreements for Korea, Columbia, and Panama.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Trade (Domestic & Foreign)
3rd Quarter, 2011
In Q3, Heather Podesta + Partners, LLC lobbied for Prudential Financial , earning $50,000. The report was filed on Oct. 20, 2011.
Original Filing: 300424639.xml
Lobbying Issues
Monitor implementation of proposed regulation related to financial products and the insurance industry in Public Law No: 111-203, the Wall Street Reform and Consumer Protection Act of 2009; monitor activities related to H.R. 3639, Consumer Financial Protection Agency Act; monitor stranger-originated life insurance (STOLI) practices and the securitization of life insurance.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Monitor the Free Trade Agreements for Korea, Columbia, and Panama.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Trade (Domestic & Foreign)
2nd Quarter, 2011
In Q2, Heather Podesta + Partners, LLC lobbied for Prudential Financial , earning $50,000. The report was filed on July 20, 2011.
Original Filing: 300401199.xml
Lobbying Issues
Monitor implementation of proposed regulation related to financial products and the insurance industry in Public Law No: 111-203, the Wall Street Reform and Consumer Protection Act of 2009; monitor activities related to H.R. 3639, Consumer Financial Protection Agency Act; monitor stranger-originated life insurance (STOLI) practices and the securitization of life insurance.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
1st Quarter, 2011
In Q1, Heather Podesta + Partners, LLC lobbied for Prudential Financial , earning $30,000. The report was filed on April 15, 2011.
Original Filing: 300365165.xml
Lobbying Issues
Monitor implementation of proposed regulation related to financial products and the insurance industry in Public Law No: 111-203, the Wall Street Reform and Consumer Protection Act of 2009; monitor activities related to H.R. 3639, Consumer Financial Protection Agency Act; monitor stranger-originated life insurance (STOLI) practices and the securitization of life insurance.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
4th Quarter, 2010
In Q4, Heather Podesta + Partners, LLC lobbied for Prudential Financial , earning $50,000. The report was filed on Jan. 20, 2011.
Original Filing: 300348712.xml
Lobbying Issues
Monitor implementation of proposed regulation related to financial products and the insurance industry in Public Law No: 111-203, the Wall Street Reform and Consumer Protection Act of 2009; monitor activities related to H.R. 3639, Consumer Financial Protection Agency Act; monitor stranger-originated life insurance (STOLI) practices and the securitization of life insurance.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Monitor H.R. 5993/S. 3718, Securing America's Veterans Insurance Needs and Goals (SAVINGS) Act of 2010.
Agencies Lobbied
U.S. House of Representatives
3rd Quarter, 2010
In Q3, Heather Podesta + Partners, LLC lobbied for Prudential Financial , earning $50,000. The report was filed on Oct. 14, 2010.
Original Filing: 300312678.xml
Lobbying Issues
Monitor activities related to financial products and the insurance industry in H.R. 4173/S. 3217, the Restoring American Fiscal Stability Act; monitor activities related to H.R. 3639, Consumer Financial Protection Agency Act; monitor stranger-originated life insurance (STOLI) practices and the securitization of life insurance.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Support H.R. 4109, the Low Income Housing Tax Credit Act of 2009, and S. 3141, a bill to amend the IRC of 1986 to provide special rules for treatment of low income housing credits, and for other purposes; monitor inclusion of H.R.1984, 401(k) Fair Disclosure for Retirement Security Act of 2009, in H.R.4213, American Jobs and Closing Tax Loopholes Act of 2010.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Monitor H.R. 5993/S. 3718, Securing America's Veterans Insurance Needs and Goals (SAVINGS) Act of 2010.
Agencies Lobbied
U.S. House of Representatives
2nd Quarter, 2010
In Q2, Heather Podesta + Partners, LLC lobbied for Prudential Financial , earning $50,000. The report was filed on July 20, 2010.
Original Filing: 300298368.xml
Lobbying Issues
Monitor activities related to financial products and the insurance industry in H.R. 4173/S. 3217, the Restoring American Fiscal Stability Act; monitor activities related to H.R. 3639, Consumer Financial Protection Agency Act; monitor stranger-originated life insurance (STOLI) practices and the securitization of life insurance.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Support H.R. 4109, the Low Income Housing Tax Credit Act of 2009, and S. 3141, a bill to amend the IRC of 1986 to provide special rules for treatment of low income housing credits, and for other purposes; monitor inclusion of H.R.1984, 401(k) Fair Disclosure for Retirement Security Act of 2009, in H.R.4213, American Jobs and Closing Tax Loopholes Act of 2010.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
1st Quarter, 2010
In Q1, Heather Podesta + Partners, LLC lobbied for Prudential Financial , earning $50,000. The report was filed on April 15, 2010.
Original Filing: 300259228.xml
Lobbying Issues
Monitor activities related to financial products and the insurance industry in H.R. 4173, the Wall Street Reform and Consumer Protection Act and the Senate Banking Committee's companion legislation; monitor activities related to H.R. 3639, Consumer Financial Protection Agency Act; monitor stranger-originated life insurance (STOLI) practices and the securitization of life insurance.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Support H.R. 4109, the Low Income Housing Tax Credit Act of 2009, and S. 3141, a bill to amend the IRC of 1986 to provide special rules for treatment of low income housing credits, and for other purposes.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
4th Quarter, 2009
In Q4, Heather Podesta + Partners, LLC lobbied for Prudential Financial , earning $50,000. The report was filed on Jan. 15, 2010.
Original Filing: 300232941.xml
Lobbying Issues
Monitor activities related to financial products and the insurance industry; monitor activities related to H.R. 3639, Consumer Financial Protection Agency Act; monitor stranger-originated life insurance (STOLI) practices and the securitization of life insurance.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
3rd Quarter, 2009
In Q3, Heather Podesta + Partners, LLC lobbied for Prudential Financial , earning $50,000. The report was filed on Oct. 20, 2009.
Original Filing: 300222964.xml
Lobbying Issues
Monitor activities related to financial products and the insurance industry; monitor activities related to H.R. 3639, Consumer Financial Protection Agency Act; monitor stranger-originated life insurance (STOLI) practice and the securitization of life insurance.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
2nd Quarter, 2009
In Q2, Heather Podesta + Partners, LLC lobbied for Prudential Financial , earning $20,000. The report was filed on July 20, 2009.
Original Filing: 300187310.xml
Lobbying Issues
Monitor activities related to financial products and the insurance industry
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
Source: Clerk of the U.S. House of Representatives and Secretary of the Senate
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