Lobbying Relationship

Client

Edelman Financial Engines f/k/a Financial Engines

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Lobbying firm

K&L GATES LLP

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  • Issues related to Qualified Default Investment Alternatives, including H.R. 5376, the Build Back Better Act, Title XIII, Subtitle B, Part 1, Sec. 131101.

Duration: to

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

Spending: about $940,000 (But it's complicated. Here's why.)

Agencies lobbied since 2009: U.S. Senate, House of Representatives, Securities & Exchange Commission (SEC), Labor - Dept of (DOL), Treasury - Dept of, White House Office, U.S. Senate,, House of Representatives,

Bills mentioned

H.R.2989: 401(k) Fair Disclosure and Pension Security Act of 2009

Sponsor: George Miller (D-Calif.)

H.R.1349: Federal Accounting Oversight Board Act of 2009

Sponsor: Ed Perlmutter (D-Colo.)

H.R.10: Financial CHOICE Act of 2017

Sponsor: Jeb Hensarling (R-Texas)

H.R.3857: Protecting Advice for Small Savers Act of 2017

Sponsor: Ann Wagner (R-Mo.)

H.R.2823: Affordable Retirement Advice for Savers Act

Sponsor: Phil Roe (R-Tenn.)

S.1321: Affordable Retirement Advice Protection Act

Sponsor: Johnny Isakson (R-Ga.)

H.R.1994: Setting Every Community Up for Retirement Enhancement Act of 2019

Sponsor: Richard E. Neal (D-Mass.)

H.R.1995: Apprenticeship Hubs Across America Act of 2019

Sponsor: Donald W. Norcross (D-N.J.)

H.R.1865: Further Consolidated Appropriations Act, 2020

Sponsor: Bill Pascrell Jr. (D-N.J.)

H.R.5376: Inflation Reduction Act of 2022

Sponsor: John Yarmuth (D-Ky.)

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, Comm on House Oversight; Minority Counsel, Comm on House Administration
Steven Valentine Deputy Asst Atty Gen, DOJ; General Counsel/LD, Sen Smith
James Walsh U.S. Congressman
Lauren Flynn Leg. Correspondent, Leg. Asst, to Rep. Greg Walden
Bruce Heiman n/a
Karishma Page n/a
Andres Gil n/a
William Kirk n/a
Nicholas Leibham n/a
Dean Brazier 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.

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Registration

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

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