Lobbying Relationship

Client

Charles Schwab & Company

More records

Lobbying firm

Ernst & Young LLP (Washington Council Ernst & Young)

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  • H.R. 1994 - SECURE Act, S. 1431 - retirement and pension policy; H.R. 1865 - consolidated appropriations

Duration: to

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

Spending: about $2,448,000 (But it's complicated. Here's why.)

Agencies lobbied since 2007: House of Representatives, U.S. Senate, Treasury - Dept of, Labor - Dept of (DOL), Office of Management & Budget (OMB), Labor - Dept of (DOL),, Y Y Treasury

Bills mentioned

S.1343: Charities Helping Americans Regularly Throughout the Year Act of 2017

Sponsor: John Thune (R-S.D.)

H.R.644: Trade Facilitation and Trade Enforcement Act of 2015

Sponsor: Tom Reed (R-N.Y.)

S.2260: EXPIRE Act of 2014

Sponsor: Ron Wyden (D-Ore.)

H.R.4619: Permanent IRA Charitable Contribution Act of 2014

Sponsor: Aaron Schock (R-Ill.)

H.R.5771: Tax Increase Prevention Act of 2014

Sponsor: Dave Camp (R-Mich.)

H.R.5806: Supporting America's Charities Act

Sponsor: Dave Camp (R-Mich.)

S.557: Public Good IRA Rollover Act of 2011

Sponsor: Charles E. Schumer (D-N.Y.)

S.267: Lifetime Income Disclosure Act

Sponsor: Jeff Bingaman (D-N.M.)

H.R.677: Lifetime Income Disclosure Act

Sponsor: Rush Holt (D-N.J.)

H.R.1: An Act to provide for reconciliation pursuant to titles II and V of the...

Sponsor: Kevin Brady (R-Texas)

S.2526: Retirement Enhancement and Savings Act of 2018

Sponsor: Orrin G. Hatch (R-Utah)

H.R.5282: Retirement Enhancement and Savings Act of 2018

Sponsor: Mike Kelly (R-Pa.)

H.R.88: Shiloh National Military Park Boundary Adjustment and Parker's...

Sponsor: Marsha Blackburn (R-Tenn.)

H.R.1993: Providing Retirement Security to Workers in Small Businesses,...

Sponsor: Ron Kind (D-Wis.)

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

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

H.R.3351: Financial Services and General Government Appropriations Act, 2020

Sponsor: Mike Quigley (D-Ill.)

S.1431: Retirement Security and Savings Act of 2019

Sponsor: Rob Portman (R-Ohio)

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

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

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?
Tara Bradshaw 1992 Intern, Office of Rep. Steny Hoyer 99-01 Press Sec/Dep Dir Comm SFC 01-04 Pub Aff Spclt, Treasury 05 Com Dir Pres Advisory on Fed Tax Reform
Jeff Petrich Counsel-H.Com. on Natural Resources (87-08)
Amy Swonger Whip Liaison-Sen. Min. Whip Trent Lott Dep. Asst. Leg. Affairs-VP Cheney (04-06) Floor Asst Sen. Maj. Whip McConnell (03-04) LA-Min/Maj Leader Trent Lott (01-02) LA-Rep. Walter Jones (96-2000) Intern Rep. Walter Jones (Summer 1995) Whip Liaison-Sen. Min. Whip Trent Lott (2007 Dep. Asst. Leg Affairs-VP Cheney (04-06) Floor Asst. Sen. Maj. Whip McConnell (03-04)
Robert Schellhas 91-94 Sr. Leg.Asst & Comm. Dir., Rep. Camp 94-96 Deputy CoS to Rep. John Boehner 99-02 CoS to Rep. Rob Portman '91-'94 Sr. Leg. Asst. & Comms. Dir, Rep. D Camp '94-'99 Deputy Chief of Staff, Rep. J. Boehner '99-'02 Chief Of Staff, Rep. R. Portman
Stephen Adam Francis 96-00 LD to Rep. John Kasich 01-11 Deputy CoS to Rep. Tiberi
Holly Bode HHS Special Asst. to Asst. Sec. 94-99 Rep. Sander Levin, LA 93-94 Sen. Aging Com., LC 1985-1993
Heather Meade Sen.Murray(Aug'00-Aug'02)DepSc.Asst.toCOS
John Doney n/a
Donna Steele-Flynn n/a
LaBrenda Garrett-Nelson n/a
Gary Gasper n/a
Nick Giordano n/a
Francis Grab n/a
Will Heyniger n/a
Dave Koshgarian n/a
Richard Meltzer n/a
Anne Phelps n/a
John Porter n/a
Kurt Ritterpusch n/a
Robert Rozen n/a
Tim Urban n/a
Jeff Levey n/a
Daniel Esquibel n/a
BRUCE GATES n/a
Stephen Francis 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
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Source: Clerk of the U.S. House of Representatives and Secretary of the Senate

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