• Lifetime Income Disclosure Act (S.2832), Wall Street Reform and Consumer Protection Act (H.R.4173) and The Savings Enhancement by Alleviating Leakage in 401(k) Savings Act (no bill number, bill has not been introduced to date). Monitor and track any pension related legislative vehicle (draft legislation). Monitor S. 3157 (Create Job and Save Benefits Act of 2010).
• Lifetime Income Disclosure Act (S.2832), Wall Street Reform and Consumer Protection Act (H.R.4173) and The Savings Enhancement by Alleviating Leakage in 401(k) Savings Act (no bill number, bill has not been introduced to date). Monitor and track any pension related legislative vehicle (draft legislation). Monitor S. 3157 (Create Job and Save Benefits Act of 2010). Facilitated and attended meetings with staff of Senator Rockefeller regarding pension insurance and the Employment Retirement Income Security Act (ERISA).

Duration: October 8, 2009 to December 31, 2010

General Issues: Labor Issues/Antitrust/Workplace, Insurance, Financial Institutions/Investments/Securities

Spending: about $290,000 (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: House of Representatives, U.S. Senate

Affiliated organizations: Pension Benefit Insurance Serv., Inc.