Lobbying Relationship

Client

NATIONWIDE INSURANCE COMPANIES

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Lobbying firm

DAVIS & HARMAN LLP

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  • Proposals to expand retirement plan coverage and adequacy, including proposals to reform the multiple employer plan rules. Proposals related to creation of new qualified retirement plans for small business. Issues related to tax incentives for retirement savings. Issues related to the Department of Labor's regulation defining fiduciary. Proposals related to emergency savings accounts. Qualified plan issues. Proposals related to 401(h) surplus. Proposals related to self correcting inadvertent plan errors. Proposals that would consolidate various retirement and IRA types. Proposals related to annuity incentives. Proposals to reform 403(b) plan investments. Proposals related to electronic disclosure of information under ERISA, the Internal Revenue Code, and securities law. Proposals related to ETFs and variable annuities. Issues related to SEC's liquidity and swing pricing proposal. Proposals regarding the portability of retirement savings. Issues related to Roth catch-up contribution effective date. S. 1011, to modify the requirements for multiple employer plans, and for other purposes (116th Congress). H.R. 7310, Protecting Americas Retirement Security Act (117th Congress). H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). H.R. 4924/S. 2517, Auto Reenroll Act. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. H.R. 7293, Auto IRA Act of 2024
  • Proposals to reform 403(b) plan investments. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). H.R. 3063, Retirement Fairness for Charities and Educational Institutions Act.

Duration: to

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

Spending: about $1,500,000 (But it's complicated. Here's why.)

Agencies lobbied since 2008: House of Representatives, U.S. Senate, White House Office, Treasury - Dept of, House of Representatives,, U.S. Senate,, Labor - Dept of (DOL)

Bills mentioned

H.R.854: Retirement Security for American Workers Act

Sponsor: Vern Buchanan (R-Fla.)

H.R.2117: Retirement Plan Simplification and Enhancement Act of 2013

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

S.1270: SAFE Retirement Act of 2013

Sponsor: Orrin G. Hatch (R-Utah)

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.1534: SAVE Act of 2011

Sponsor: Ron Kind (D-Wis.)

H.R.4050: Retirement Plan Simplification and Enhancement Act of 2012

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

H.R.2021: Savings Recovery Act of 2009

Sponsor: John A. Boehner (R-Ohio)

S.3760: Automatic IRA Act of 2010

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

H.R.6099: Automatic IRA Act of 2010

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

H.R.4742: SAVE Act of 2009

Sponsor: Ron Kind (D-Wis.)

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

Sponsor: George Miller (D-Calif.)

S.2832: Lifetime Income Disclosure Act

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

H.R.3399: To amend the Internal Revenue Code of 1986 to permit the consolidation...

Sponsor: John B. Larson (D-Conn.)

H.R.4853: Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act...

Sponsor: James L. Oberstar (D-Minn.)

H.R.2625: Tax Equity for Health Plan Beneficiaries Act of 2009

Sponsor: Jim McDermott (D-Wash.)

S.1153: Tax Equity for Health Plan Beneficiaries Act of 2009

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

H.R.5297: Small Business Jobs Act of 2010

Sponsor: Barney Frank (D-Mass.)

S.3217: Restoring American Financial Stability Act of 2010

Sponsor: Christopher J. Dodd (D-Conn.)

H.R.4173: Dodd-Frank Wall Street Reform and Consumer Protection Act

Sponsor: Barney Frank (D-Mass.)

H.R.4213: Unemployment Compensation Extension Act of 2010

Sponsor: Charles B. Rangel (D-N.Y.)

H.R.3361: Pension Protection Technical Corrections Act of 2008

Sponsor: Charles B. Rangel (D-N.Y.)

H.R.6382: Pension Protection Technical Corrections Act of 2008

Sponsor: Charles B. Rangel (D-N.Y.)

S.1974: Pension Protection Technical Corrections Act of 2007

Sponsor: Edward M. Kennedy (D-Mass.)

H.R.7327: Worker, Retiree, and Employer Recovery Act of 2008

Sponsor: Charles B. Rangel (D-N.Y.)

H.R.3765: Defined Contribution Plan Fee Transparency Act of 2007

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

H.R.3185: 401(k) Fair Disclosure for Retirement Security Act of 2007

Sponsor: George Miller (D-Calif.)

S.2473: Defined Contribution Fee Disclosure Act of 2007

Sponsor: Tom Harkin (D-Iowa)

S.1288: Women's Retirement Security Act of 2007

Sponsor: Gordon Harold Smith (R-Ore.)

H.R.7060: Renewable Energy and Job Creation Tax Act of 2008

Sponsor: Charles B. Rangel (D-N.Y.)

H.R.2419: Food, Conservation, and Energy Act of 2008

Sponsor: Collin C. Peterson (D-Minn.)

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

Sponsor: Kevin Brady (R-Texas)

H.R.4610: Receiving Electronic Statements To Improve Retiree Earnings Act

Sponsor: Jared Polis (D-Colo.)

H.R.4524: Retirement Plan Simplification and Enhancement Act of 2017

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

H.R.4604: Increasing Access to a Secure Retirement Act of 2017

Sponsor: Tim Walberg (R-Mich.)

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.1625: Consolidated Appropriations Act, 2018

Sponsor: Edward Royce (R-Calif.)

H.R.6757: Family Savings Act of 2018

Sponsor: Mike Kelly (R-Pa.)

S.3795: Receiving Electronic Statements To Improve Retiree Earnings Act

Sponsor: Sherrod Brown (D-Ohio)

S.3781: Retirement Security and Savings Act of 2018

Sponsor: Rob Portman (R-Ohio)

S.3219: A bill to amend the Internal Revenue Code of 1986 and the Employee...

Sponsor: Tom Cotton (R-Ark.)

S.321: Retirement Security Act of 2019

Sponsor: Susan Collins (R-Maine)

H.R.1007: Retirement Enhancement and Savings Act of 2019

Sponsor: Ron Kind (D-Wis.)

H.R.1084: Family Savings Act of 2019

Sponsor: Mike Kelly (R-Pa.)

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

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

H.R.1439: Increasing Access to a Secure Retirement Act of 2019

Sponsor: Tim Walberg (R-Mich.)

S.1431: Retirement Security and Savings Act of 2019

Sponsor: Rob Portman (R-Ohio)

S.1011: A bill to amend the Internal Revenue Code of 1986 and the Employee...

Sponsor: Tom Cotton (R-Ark.)

S.972: Retirement Enhancement and Savings Act of 2019

Sponsor: Charles E. Grassley (R-Iowa)

H.R.4610: New River Gorge National Park and Preserve Designation Act

Sponsor: Carol Miller (R-W.Va.)

H.R.4524: Rural Veterans Travel Enhancement Act of 2019

Sponsor: Rick Larsen (D-Wash.)

H.R.3877: Bipartisan Budget Act of 2019

Sponsor: John Yarmuth (D-Ky.)

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

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

H.R.748: CARES Act

Sponsor: Joe Courtney (D-Conn.)

S.3795: Registration for Index Linked Annuities Act of 2020

Sponsor: Tina Smith (D-Minn.)

H.R.6732: To direct the Secretary of the Treasury to modify certain regulations...

Sponsor: Brad Wenstrup (R-Ohio)

H.R.6800: The Heroes Act

Sponsor: Nita M. Lowey (D-N.Y.)

H.R.925: The Heroes Act

Sponsor: Mike Thompson (D-Calif.)

S.4318: American Workers, Families, and Employers Assistance Act

Sponsor: Charles E. Grassley (R-Iowa)

S.5064: Improving Access to Retirement Savings Act

Sponsor: Charles E. Grassley (R-Iowa)

H.R.8696: Securing a Strong Retirement Act of 2020

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

H.R.8606: To defer the tax of certain sales of employer stock and reduce certain...

Sponsor: Ron Kind (D-Wis.)

H.R.133: Consolidated Appropriations Act, 2021

Sponsor: Henry Cuellar (D-Texas)

H.R.1439: Expanded Genetic Screening Act of 2021

Sponsor: Jackie Speier (D-Calif.)

S.1011: Natural Gas Export Expansion Act

Sponsor: Ted Cruz (R-Texas)

S.321: "Six Triple Eight" Congressional Gold Medal Act of 2021

Sponsor: Jerry Moran (R-Kan.)

H.R.1319: American Rescue Plan Act of 2021

Sponsor: John Yarmuth (D-Ky.)

S.1770: Retirement Security and Savings Act of 2021

Sponsor: Benjamin L. Cardin (D-Md.)

H.R.2951: To direct the Secretary of the Treasury to modify Treasury Regulations...

Sponsor: Brad Wenstrup (R-Ohio)

S.1703: Improving Access to Retirement Savings Act

Sponsor: Charles E. Grassley (R-Iowa)

H.R.2954: Securing a Strong Retirement Act of 2021

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

S.1870: Enhancing Emergency and Retirement Savings Act of 2021

Sponsor: James Lankford (R-Okla.)

H.R.5376: Inflation Reduction Act of 2022

Sponsor: John Yarmuth (D-Ky.)

H.R.4610: To establish an expansion awards pilot program as a part of the Hollings...

Sponsor: Haley Stevens (D-Mich.)

S.3795: Legacies of War Recognition and Unexploded Ordnance Removal Act

Sponsor: Tammy Baldwin (D-Wis.)

H.R.7146: Enhancing Emergency and Retirement Savings Act of 2022

Sponsor: Brad Wenstrup (R-Ohio)

H.R.7310: Protecting America’s Retirement Security Act of 2022

Sponsor: Lucy McBath (D-Ga.)

H.R.6782: Auto Reenroll Act of 2022

Sponsor: Kathy Manning (D-N.C.)

S.3712: Auto Reenroll Act of 2022

Sponsor: Tim Kaine (D-Va.)

H.R.2741: Public Service Retirement Fairness Act of 2021

Sponsor: Jimmy Panetta (D-Calif.)

S.4353: RISE & SHINE Act

Sponsor: Patty Murray (D-Wash.)

H.R.8606: To amend title 49, United States Code, to prohibit the extension of...

Sponsor: Rick Crawford (R-Ark.)

S.4808: EARN Act

Sponsor: Ron Wyden (D-Ore.)

H.R.2617: Consolidated Appropriations Act, 2023

Sponsor: Gerald E. Connolly (D-Va.)

S.1011: Federal Employees and Retirees with Delinquent Tax Debt Initiative...

Sponsor: Mike Braun (R-Ind.)

H.R.2617: Choices for Stranded Passengers Act of 2023

Sponsor: Katie Porter (D-Calif.)

H.R.3063: Retirement Fairness for Charities and Educational Institutions Act of 2023

Sponsor: Frank D. Lucas (R-Okla.)

H.R.4924: Auto Reenroll Act of 2023

Sponsor: Kathy Manning (D-N.C.)

S.2517: Auto Reenroll Act of 2023

Sponsor: Tim Kaine (D-Va.)

S.2512: A bill to amend the Internal Revenue Code of 1986 to provide a credit...

Sponsor: Bill Cassidy (R-La.)

H.R.7310: Flood Risk Transparency for Homebuyers Act

Sponsor: Mario Diaz-Balart (R-Fla.)

H.R.7293: Automatic IRA Act of 2024

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

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?
Chris L. Gaston Chief of Staff, Rep. Rush Holt
Vanda B. McMurtry Staff Director and Chief Counsel, Sen Fin Cmte
Derek B. Dorn Senior Finance Counsel, Senator Bingaman
Kent A. Mason n/a
JAMES J. DELAPLANE n/a
Barbara A. Pate n/a
RANDOLF HURST HARDOCK n/a
Randolf H. Hardock n/a
James M. Delaplane Jr. n/a
James M Delaplane Jr n/a
Michael L. Hadley 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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Source: Clerk of the U.S. House of Representatives and Secretary of the Senate

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