Lobbying Relationship

Client

Willis North America, Inc.

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Lobbying firm

DAVIS & HARMAN LLP

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  • Issues related to government issued mortality tables. Issues related to tax incentives for retirement savings. Retirement assumption issues. Issues regarding defined benefit plans. Work regarding 15% pension minimum tax issue. Issues related to Roth catch-up contribution effective date. 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.

Duration: to

General Issues: Retirement, Taxation/Internal Revenue Code

Spending: about $460,000 (But it's complicated. Here's why.)

Agencies lobbied since 2008: House of Representatives, U.S. Senate, Treasury - Dept of, Pension Benefit Guaranty Corporation (PBGC), House of Representatives,, U.S. Senate,

Bills mentioned

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

Sponsor: George Miller (D-Calif.)

H.R.2021: Savings Recovery Act of 2009

Sponsor: John A. Boehner (R-Ohio)

H.R.3936: Preserve Benefits and Jobs Act of 2009

Sponsor: Earl Pomeroy (D-N.D.)

H.R.3793: Healthy Housing Council Act of 2009

Sponsor: Robert A. Brady (D-Pa.)

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

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

H.R.3962: Preservation of Access to Care for Medicare Beneficiaries and Pension...

Sponsor: John D. Dingell (D-Mich.)

H.R.4126: Retirement Fairness Act of 2009

Sponsor: Lloyd Doggett (D-Texas)

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.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.)

S.3781: Retirement Security and Savings Act of 2018

Sponsor: Rob Portman (R-Ohio)

S.1431: Retirement Security and Savings Act of 2019

Sponsor: Rob Portman (R-Ohio)

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

Sponsor: Ron Kind (D-Wis.)

S.972: Retirement Enhancement and Savings Act of 2019

Sponsor: Charles E. Grassley (R-Iowa)

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

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

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.)

S.1770: Retirement Security and Savings Act of 2021

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

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

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

H.R.5376: Inflation Reduction Act of 2022

Sponsor: John Yarmuth (D-Ky.)

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

Sponsor: Brad Wenstrup (R-Ohio)

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

Sponsor: James Lankford (R-Okla.)

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.)

S.4353: RISE & SHINE Act

Sponsor: Patty Murray (D-Wash.)

S.4808: EARN Act

Sponsor: Ron Wyden (D-Ore.)

H.R.2617: Consolidated Appropriations Act, 2023

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

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

Sponsor: Katie Porter (D-Calif.)

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.)

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?
Derek B. Dorn Senior Finance Counsel, Senator Bingaman Senior Finance Counsel, Senator Bingman
Kent A. Mason n/a
Barbara A. Pate n/a
James M. Delaplane Jr. 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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