Issues related to tax incentives for retirement savings. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase annuitization within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. Proposals that would consolidate various retirement and IRA types. Issues related to electronic notarization.
H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress).
H.R. 3942, Lifetime Income for Employees Act.
Issues regarding SEC's liquidity and swing pricing proposal. Expansion of investment options for 403(b) plans, including:
H.R. 3063, Retirement Fairness for Charities and Educational Institutions Act.
Duration: January 1, 2008
to
present
General Issues: Retirement , Taxation/Internal Revenue Code , Financial Institutions/Investments/Securities , Banking , Health Issues
Spending: about $1,180,000 (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 2008: House of Representatives, U.S. Senate, Treasury - Dept of, White House Office, House of Representatives,, Labor - Dept of (DOL), U.S. Senate,
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.
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.
1st Quarter, 2024
In Q1, DAVIS & HARMAN LLP lobbied for TIAA . The report was filed on April 15.
Original Filing: 301549588.xml
Lobbying Issues
Issues related to tax incentives for retirement savings. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase annuitization within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. Proposals that would consolidate various retirement and IRA types. Issues related to electronic notarization.
H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress).
H.R. 3942, Lifetime Income for Employees Act.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Issues related to tax incentives for retirement savings. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase annuitization within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. Proposals that would consolidate various retirement and IRA types. Issues related to electronic notarization.
H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress).
H.R. 3942, Lifetime Income for Employees Act.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues regarding SEC's liquidity and swing pricing proposal. Expansion of investment options for 403(b) plans, including:
H.R. 3063, Retirement Fairness for Charities and Educational Institutions Act.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
4th Quarter, 2023
In Q4, DAVIS & HARMAN LLP lobbied for TIAA . The report was filed on Jan. 18.
Original Filing: 301528699.xml
Lobbying Issues
Issues related to tax incentives for retirement savings. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase annuitization within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. Proposals that would consolidate various retirement and IRA types. Issues related to electronic notarization.
H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress).
H.R. 3942, Lifetime Income for Employees Act.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Issues related to tax incentives for retirement savings. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase annuitization within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. Proposals that would consolidate various retirement and IRA types. Issues related to electronic notarization.
H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress).
H.R. 3942, Lifetime Income for Employees Act.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues regarding SEC's liquidity and swing pricing proposal. Expansion of investment options for 403(b) plans, including:
H.R. 3063, Retirement Fairness for Charities and Educational Institutions Act.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
3rd Quarter, 2023
In Q3, DAVIS & HARMAN LLP lobbied for TIAA , earning $10,000. The report was filed on Oct. 19, 2023.
Original Filing: 301507498.xml
Lobbying Issues
Issues related to tax incentives for retirement savings. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase annuitization within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. Proposals that would consolidate various retirement and IRA types. Issues related to electronic notarization.
H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress).
H.R. 3942, Lifetime Income for Employees Act.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Issues related to tax incentives for retirement savings. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase annuitization within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. Proposals that would consolidate various retirement and IRA types. Issues related to electronic notarization.
H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress).
H.R. 3942, Lifetime Income for Employees Act.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues regarding SEC's liquidity and swing pricing proposal. Expansion of investment options for 403(b) plans, including:
H.R. 3063, Retirement Fairness for Charities and Educational Institutions Act.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
2nd Quarter, 2023
In Q2, DAVIS & HARMAN LLP lobbied for TIAA , earning $10,000. The report was filed on July 17, 2023.
Original Filing: 301477720.xml
Lobbying Issues
Issues related to tax incentives for retirement savings. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase annuitization within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. Proposals that would consolidate various retirement and IRA types. Issues related to electronic notarization.
H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress).
H.R. 3942, Lifetime Income for Employees Act.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Issues related to tax incentives for retirement savings. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase annuitization within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. Proposals that would consolidate various retirement and IRA types. Issues related to electronic notarization.
H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress).
H.R. 3942, Lifetime Income for Employees Act.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues regarding SEC's liquidity and swing pricing proposal.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
1st Quarter, 2023
In Q1, DAVIS & HARMAN LLP lobbied for TIAA , earning $10,000. The report was filed on April 20, 2023.
Original Filing: 301461758.xml
Lobbying Issues
Issues related to tax incentives for retirement savings. Issues regarding investment offerings in defined contribution plans and IRAs. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase annuitization within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. Proposals that would consolidate various retirement and IRA types. Issues related to electronic notarization.
H.R. 6746, Lifetime Income for Employees Act (117th Congress).
H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress).
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Issues related to tax incentives for retirement savings. Issues regarding investment offerings in defined contribution plans and IRAs. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase annuitization within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. Proposals that would consolidate various retirement and IRA types. Issues related to electronic notarization.
H.R. 6746, Lifetime Income for Employees Act (117th Congress).
H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress).
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
4th Quarter, 2022
In Q4, DAVIS & HARMAN LLP lobbied for TIAA . The report was filed on Jan. 19, 2023.
Original Filing: 301434190.xml
Lobbying Issues
Issues related to tax incentives for retirement savings. Issues regarding investment offerings in defined contribution plans and IRAs. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase annuitization within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. Proposals that would consolidate various retirement and IRA types. Issues related to electronic notarization. H.R. 4610/S. 3795, RETIRE Act (115th Congress). S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act. H.R. 6746, Lifetime Income for Employees Act. H.R. 5376, Build Back Better Act/Inflation Reduction Act. H.R. 5891, Retirement Improvement and Savings Act of 2021. S. 4808, Enhancing American Retirement Now (EARN) Act. S. 4353, RISE & SHINE Act. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Issues related to tax incentives for retirement savings. Issues regarding investment offerings in defined contribution plans and IRAs. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase annuitization within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. Proposals that would consolidate various retirement and IRA types. Issues related to electronic notarization. H.R. 4610/S. 3795, RETIRE Act (115th Congress). S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act. H.R. 6746, Lifetime Income for Employees Act. H.R. 5376, Build Back Better Act/Inflation Reduction Act. H.R. 5891, Retirement Improvement and Savings Act of 2021. S. 4808, Enhancing American Retirement Now (EARN) Act. S. 4353, RISE & SHINE Act. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
3rd Quarter, 2022
In Q3, DAVIS & HARMAN LLP lobbied for TIAA , earning $10,000. The report was filed on Oct. 19, 2022.
Original Filing: 301410641.xml
Lobbying Issues
Issues related to tax incentives for retirement savings. Issues regarding investment offerings in defined contribution plans and IRAs. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase annuitization within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. Proposals that would consolidate various retirement and IRA types. Issues related to electronic notarization. H.R. 4610/S. 3795, RETIRE Act (115th Congress). S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act. H.R. 6746, Lifetime Income for Employees Act. H.R. 5376, Build Back Better Act/Inflation Reduction Act. H.R. 5891, Retirement Improvement and Savings Act of 2021. S. 4808, Enhancing American Retirement Now (EARN) Act. S. 4353, RISE & SHINE Act.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Issues related to tax incentives for retirement savings. Issues regarding investment offerings in defined contribution plans and IRAs. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase annuitization within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. Proposals that would consolidate various retirement and IRA types. Issues related to electronic notarization. H.R. 4610/S. 3795, RETIRE Act (115th Congress). S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act. H.R. 6746, Lifetime Income for Employees Act. H.R. 5376, Build Back Better Act/Inflation Reduction Act. H.R. 5891, Retirement Improvement and Savings Act of 2021. S. 4808, Enhancing American Retirement Now (EARN) Act. S. 4353, RISE & SHINE Act.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
2nd Quarter, 2022
In Q2, DAVIS & HARMAN LLP lobbied for TIAA , earning $10,000. The report was filed on July 19, 2022.
Original Filing: 301385515.xml
Lobbying Issues
Issues related to tax incentives for retirement savings. Issues regarding investment offerings in defined contribution plans and IRAs. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase annuitization within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. Proposals that would consolidate various retirement and IRA types. Issues related to electronic notarization. H.R. 4610/S. 3795, RETIRE Act (115th Congress). S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act. H.R. 6746, Lifetime Income for Employees Act. H.R. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Act of 2021. Enhancing American Retirement Now (EARN) Act, as approved by the Senate Finance Committee. S. 4353, RISE & SHINE Act.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Issues related to tax incentives for retirement savings. Issues regarding investment offerings in defined contribution plans and IRAs. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase annuitization within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. Proposals that would consolidate various retirement and IRA types. Issues related to electronic notarization. H.R. 4610/S. 3795, RETIRE Act (115th Congress). S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act. H.R. 6746, Lifetime Income for Employees Act. H.R. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Act of 2021. Enhancing American Retirement Now (EARN) Act, as approved by the Senate Finance Committee. S. 4353, RISE & SHINE Act.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
1st Quarter, 2022
In Q1, DAVIS & HARMAN LLP lobbied for TIAA , earning $40,000. The report was filed on April 19, 2022.
Original Filing: 301362514.xml
Lobbying Issues
Issues related to tax incentives for retirement savings. Issues regarding investment offerings in defined contribution plans and IRAs. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase annuitization within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. Proposals that would consolidate various retirement and IRA types. Issues related to electronic notarization. H.R. 4610/S. 3795, RETIRE Act (115th Congress). S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act. H.R. 6746, Lifetime Income for Employees Act. H.R. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Act of 2021.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Issues related to tax incentives for retirement savings. Issues regarding investment offerings in defined contribution plans and IRAs. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase annuitization within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. Proposals that would consolidate various retirement and IRA types. Issues related to electronic notarization. H.R. 4610/S. 3795, RETIRE Act (115th Congress). S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act. H.R. 6746, Lifetime Income for Employees Act. H.R. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Act of 2021.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
4th Quarter, 2021
In Q4, DAVIS & HARMAN LLP lobbied for TIAA , earning $20,000. The report was filed on Jan. 13, 2022.
Original Filing: 301322179.xml
Lobbying Issues
Issues related to tax incentives for retirement savings. Issues regarding investment offerings in defined contribution plans and IRAs. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase annuitization within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. Proposals that would consolidate various retirement and IRA types. Issues related to electronic notarization. H.R. 4610/S. 3795, RETIRE Act (115th Congress). S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act. H.R. 8990, Lifetime Income for Employees Act (116th Congress). H.R. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Act of 2021.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Issues related to tax incentives for retirement savings. Issues regarding investment offerings in defined contribution plans and IRAs. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase annuitization within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. Proposals that would consolidate various retirement and IRA types. Issues related to electronic notarization. H.R. 4610/S. 3795, RETIRE Act (115th Congress). S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act. H.R. 8990, Lifetime Income for Employees Act (116th Congress). H.R. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Act of 2021.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
3rd Quarter, 2021
In Q3, DAVIS & HARMAN LLP lobbied for TIAA , earning $10,000. The report was filed on Oct. 19, 2021.
Original Filing: 301305463.xml
Lobbying Issues
Issues related to tax incentives for retirement savings. Issues regarding investment offerings in defined contribution plans. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase annuitization within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. Proposals that would consolidate various retirement and IRA types. Issues related to electronic notarization. H.R. 4610/S. 3795, RETIRE Act (115th Congress). S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act. H.R. 8990, Lifetime Income for Employees Act (116th Congress). H.R. 5376, Build Back Better Act.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Issues related to tax incentives for retirement savings. Issues regarding investment offerings in defined contribution plans. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase annuitization within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. Proposals that would consolidate various retirement and IRA types. Issues related to electronic notarization. H.R. 4610/S. 3795, RETIRE Act (115th Congress). S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act. H.R. 8990, Lifetime Income for Employees Act (116th Congress). H.R. 5376, Build Back Better Act.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
2nd Quarter, 2021
In Q2, DAVIS & HARMAN LLP lobbied for TIAA , earning $10,000. The report was filed on July 15, 2021.
Original Filing: 301276907.xml
Lobbying Issues
Issues related to tax incentives for retirement savings. Issues regarding investment offerings in defined contribution plans. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase annuitization within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. Proposals that would consolidate various retirement and IRA types. Issues related to electronic notarization. H.R. 4610/S. 3795, RETIRE Act (115th Congress). S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act. H.R. 8990, Lifetime Income for Employees Act (116th Congress).
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Issues related to tax incentives for retirement savings. Issues regarding investment offerings in defined contribution plans. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase annuitization within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. Proposals that would consolidate various retirement and IRA types. Issues related to electronic notarization. H.R. 4610/S. 3795, RETIRE Act (115th Congress). S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act. H.R. 8990, Lifetime Income for Employees Act (116th Congress).
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
1st Quarter, 2021
In Q1, DAVIS & HARMAN LLP lobbied for TIAA , earning $10,000. The report was filed on April 14, 2021.
Original Filing: 301252786.xml
Lobbying Issues
Issues related to tax incentives for retirement savings. Issues regarding investment offerings in defined contribution plans. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase annuitization within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. Proposals that would consolidate various retirement and IRA types. Issues related to electronic notarization. H.R. 4610/S. 3795, RETIRE Act (115th Congress). S. 1431, Retirement Security and Savings Act (116th Congress). H.R. 8696, Securing a Strong Retirement Act (116th Congress). H.R. 8990, Lifetime Income for Employees Act (116th Congress).
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Issues related to tax incentives for retirement savings. Issues regarding investment offerings in defined contribution plans. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase annuitization within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. Proposals that would consolidate various retirement and IRA types. Issues related to electronic notarization. H.R. 4610/S. 3795, RETIRE Act (115th Congress). S. 1431, Retirement Security and Savings Act (116th Congress). H.R. 8696, Securing a Strong Retirement Act (116th Congress). H.R. 8990, Lifetime Income for Employees Act (116th Congress).
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
4th Quarter, 2020
In Q4, DAVIS & HARMAN LLP lobbied for TIAA , earning $10,000. The report was filed on Jan. 18, 2021.
Original Filing: 301233347.xml
Lobbying Issues
Issues related to tax incentives for retirement savings. Issues regarding investment offerings in defined contribution plans. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase annuitization within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. Proposals that would consolidate various retirement and IRA types. H.R. 4610/S. 3795, RETIRE Act (115th Congress). H.R. 1007/S.972, Retirement Enhancement and Savings Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act. S. 1431, Retirement Security and Savings Act of 2019. H.R. 1439, Increasing Access to a Secure Retirement Act of 2019. H.R. 3078, Expanding Access to Retirement Savings for Caregivers Act. H.R. 1865, Further Consolidated Appropriations Act 2020. H.R. 8696, Securing a Strong Retirement Act. H.R. 8990, Lifetime Income for Employees Act.
Agencies Lobbied
U.S. House of Representatives
3rd Quarter, 2020
In Q3, DAVIS & HARMAN LLP lobbied for TIAA , earning $20,000. The report was filed on Oct. 16, 2020.
Original Filing: 301211422.xml
Lobbying Issues
Issues related to tax incentives for retirement savings. Issues regarding investment offerings in defined contribution plans. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase annuitization within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. Proposals that would consolidate various retirement and IRA types. H.R. 4610/S. 3795, RETIRE Act (115th Congress). H.R. 1007/S.972, Retirement Enhancement and Savings Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act. S. 1431, Retirement Security and Savings Act of 2019. H.R. 1439, Increasing Access to a Secure Retirement Act of 2019. H.R. 3078, Expanding Access to Retirement Savings for Caregivers Act. H.R. 1865, Further Consolidated Appropriations Act 2020.
Agencies Lobbied
U.S. House of Representatives
2nd Quarter, 2020
In Q2, DAVIS & HARMAN LLP lobbied for TIAA , earning $10,000. The report was filed on July 15, 2020.
Original Filing: 301188640.xml
Lobbying Issues
Issues related to tax incentives for retirement savings. Issues regarding investment offerings in defined contribution plans. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase annuitization within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. Proposals that would consolidate various retirement and IRA types. H.R. 4610/S. 3795, RETIRE Act (115th Congress). H.R. 1007/S.972, Retirement Enhancement and Savings Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act. S. 1431, Retirement Security and Savings Act of 2019. H.R. 1439, Increasing Access to a Secure Retirement Act of 2019. H.R. 3078, Expanding Access to Retirement Savings for Caregivers Act. H.R. 1865, Further Consolidated Appropriations Act 2020.
Agencies Lobbied
U.S. House of Representatives
1st Quarter, 2020
In Q1, DAVIS & HARMAN LLP lobbied for TIAA , earning $20,000. The report was filed on April 16, 2020.
Original Filing: 301168678.xml
Lobbying Issues
Issues related to tax incentives for retirement savings. Issues regarding investment offerings in defined contribution plans. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase annuitization within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. Proposals that would consolidate various retirement and IRA types. H.R. 4610/S. 3795, RETIRE Act (115th Congress). H.R. 1007/S.972, Retirement Enhancement and Savings Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act. S. 1431, Retirement Security and Savings Act of 2019. H.R. 1439, Increasing Access to a Secure Retirement Act of 2019. H.R. 3078, Expanding Access to Retirement Savings for Caregivers Act. H.R. 1865, Further Consolidated Appropriations Act 2020.
Agencies Lobbied
U.S. House of Representatives
4th Quarter, 2019
In Q4, DAVIS & HARMAN LLP lobbied for TIAA , earning $30,000. The report was filed on Jan. 16, 2020.
Original Filing: 301107694.xml
Lobbying Issues
Issues related to tax incentives for retirement savings. Issues regarding investment offerings in defined contribution plans. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase annuitization within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. Proposals that would consolidate various retirement and IRA types. H.R. 4610/S. 3795, RETIRE Act (115th Congress). H.R. 1007/S.972, Retirement Enhancement and Savings Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act. S. 1431, Retirement Security and Savings Act of 2019. H.R. 1439, Increasing Access to a Secure Retirement Act of 2019. H.R. 3078, Expanding Access to Retirement Savings for Caregivers Act. H.R. 1865, Further Consolidated Appropriations Act 2020.
Agencies Lobbied
U.S. House of Representatives
3rd Quarter, 2019
In Q3, DAVIS & HARMAN LLP lobbied for TIAA , earning $30,000. The report was filed on Oct. 16, 2019.
Original Filing: 301066275.xml
Lobbying Issues
Issues related to tax incentives for retirement savings. Issues regarding investment offerings in defined contribution plans. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase annuitization within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. Proposals that would consolidate various retirement and IRA types. H.R. 4610/S. 3795, RETIRE Act (115th Congress). H.R. 1007/S.972, Retirement Enhancement and Savings Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 1084, Family Savings Act. S. 1431, Retirement Security and Savings Act of 2019. H.R. 1439, Increasing Access to a Secure Retirement Act of 2019. H.R. 3078, Expanding Access to Retirement Savings for Caregivers Act.
Agencies Lobbied
U.S. House of Representatives
2nd Quarter, 2019
In Q2, DAVIS & HARMAN LLP lobbied for TIAA , earning $40,000. The report was filed on July 17, 2019.
Original Filing: 301047852.xml
Lobbying Issues
Issues related to tax incentives for retirement savings. Issues regarding investment offerings in defined contribution plans. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase annuitization within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. Proposals that would consolidate various retirement and IRA types. H.R. 4610/S. 3795, RETIRE Act (115th Congress). H.R. 1007/S.972, Retirement Enhancement and Savings Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 1084, Family Savings Act. S. 1431, Retirement Security and Savings Act of 2019. H.R. 1439, Increasing Access to a Secure Retirement Act of 2019. H.R. 3078, Expanding Access to Retirement Savings for Caregivers Act.
Agencies Lobbied
U.S. House of Representatives
1st Quarter, 2019
In Q1, DAVIS & HARMAN LLP lobbied for TIAA , earning $30,000. The report was filed on April 17, 2019.
Original Filing: 301026826.xml
Lobbying Issues
Issues related to tax incentives for retirement savings. Issues regarding investment offerings in defined contribution plans. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase annuitization within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. Proposals that would consolidate various retirement and IRA types. H.R. 4610/S. 3795, RETIRE Act (115th Congress). S. 2526, Retirement Enhancement and Savings Act (115th Congress). H.R. 6757, Family Savings Act (115th Congress). S. 3781, Retirement Security and Savings Act (115th Congress). H.R. 1007, Retirement Enhancement and Savings Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 1439, Increasing Access to a Secure Retirement Act.
Agencies Lobbied
U.S. House of Representatives
4th Quarter, 2018
In Q4, DAVIS & HARMAN LLP lobbied for TIAA , earning $30,000. The report was filed on Jan. 18, 2019.
Original Filing: 301007662.xml
Lobbying Issues
Issues related to tax incentives for retirement savings. Issues regarding investment offerings in defined contribution plans. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase annuitization within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. Proposals that would consolidate various retirement and IRA types. H.R. 4610/S. 3795, RETIRE Act. H.R. 4637, the SAVE Act. H.R. 4604, Increasing Access to a Secure Retirement Act. S. 2526/H.R. 5282, Retirement Enhancement and Savings Act. H.R. 6757, Family Savings Act. H.R. 6690, the Portable Retirement and Investment Account Act. S. 3781, Retirement Security and Savings Act.
Agencies Lobbied
U.S. House of Representatives
3rd Quarter, 2018
In Q3, DAVIS & HARMAN LLP lobbied for TIAA , earning $30,000. The report was filed on Oct. 22, 2018.
Original Filing: 300995054.xml
Lobbying Issues
Issues related to tax incentives for retirement savings. Issues regarding investment offerings in defined contribution plans. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase annuitization within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. Proposals that would consolidate various retirement and IRA types. H.R. 4610, the RETIRE Act. H.R. 4637, the SAVE Act. H.R. 4604, Increasing Access to a Secure Retirement Act. S. 2526/H.R. 5282, Retirement Enhancement and Savings Act. H.R. 6757, Family Savings Act. H.R. 6690, the Portable Retirement and Investment Account Act.
Agencies Lobbied
U.S. House of Representatives
2nd Quarter, 2018
In Q2, DAVIS & HARMAN LLP lobbied for TIAA , earning $30,000. The report was filed on July 17, 2018.
Original Filing: 300966744.xml
Lobbying Issues
Issues related to tax incentives for retirement savings. Issues regarding investment offerings in defined contribution plans. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase annuitization within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. Proposals that would consolidate various retirement and IRA types. H.R. 4610, the RETIRE Act. H.R. 4637, the SAVE Act. H.R. 4604, Increasing Access to a Secure Retirement Act. S. 2526/H.R. 5282, Retirement Enhancement and Savings Act.
Agencies Lobbied
U.S. House of Representatives
1st Quarter, 2018
In Q1, DAVIS & HARMAN LLP lobbied for TIAA , earning $30,000. The report was filed on April 19, 2018.
Original Filing: 300948511.xml
Lobbying Issues
Issues related to tax incentives for retirement savings. Issues regarding investment offerings in defined contribution plans. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase annuitization within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. Proposals that would consolidate various retirement and IRA types. H.R. 4610, the RETIRE Act. H.R. 4637, the SAVE Act. H.R. 4604, Increasing Access to a Secure Retirement Act. S. 2526/H.R. 5282, Retirement Enhancement and Savings Act of 2016.
Agencies Lobbied
U.S. House of Representatives
4th Quarter, 2017
In Q4, DAVIS & HARMAN LLP lobbied for TIAA , earning $30,000. The report was filed on Jan. 17, 2018.
Original Filing: 300925614.xml
Lobbying Issues
Issues related to tax incentives for retirement savings. Issues regarding investment offerings in defined contribution plans. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase annuitization within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. Proposals that would consolidate various retirement and IRA types. House Republican Task Force Blueprint. H.R. 4610, the RETIRE Act. H.R. 4637, the SAVE Act. H.R. 4604, Increasing Access to a Secure Retirement Act. H.R. 1, the Tax Cuts and Jobs Act.
Agencies Lobbied
U.S. House of Representatives
3rd Quarter, 2017
In Q3, DAVIS & HARMAN LLP lobbied for TIAA , earning $20,000. The report was filed on Oct. 19, 2017.
Original Filing: 300909562.xml
Lobbying Issues
Issues related to tax incentives for retirement savings. Issues regarding investment offerings in defined contribution plans. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase annuitization within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. Proposals that would consolidate various retirement and IRA types. House Republican Task Force Blueprint.
Agencies Lobbied
U.S. House of Representatives
2nd Quarter, 2017
In Q2, DAVIS & HARMAN LLP lobbied for TIAA , earning $10,000. The report was filed on July 20, 2017.
Original Filing: 300892974.xml
Lobbying Issues
Issues related to tax incentives for retirement savings. Issues regarding investment offerings in defined contribution plans. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase annuitization within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. Proposals that would consolidate various retirement and IRA types. House Republican Task Force Blueprint.
Agencies Lobbied
U.S. House of Representatives
1st Quarter, 2017
In Q1, DAVIS & HARMAN LLP lobbied for TIAA , earning $10,000. The report was filed on April 18, 2017.
Original Filing: 300867318.xml
Lobbying Issues
Issues related to tax incentives for retirement savings. Issues regarding investment offerings in defined contribution plans. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase annuitization within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. Proposals that would consolidate various retirement and IRA types. House Republican Task Force Blueprint.
Agencies Lobbied
U.S. House of Representatives
4th Quarter, 2016
In Q4, DAVIS & HARMAN LLP lobbied for TIAA , earning $10,000. The report was filed on Jan. 17, 2017.
Original Filing: 300847053.xml
Lobbying Issues
Issues related to tax incentives for retirement savings. Issues regarding investment offerings in defined contribution plans. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase annuitization within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. H.R. 2656/S. 3417, Receiving Electronic Statements to Improve Retiree Earnings Act. Proposals that would consolidate various retirement and IRA types. House Republican Task Force Blueprint. S. 3471, Retirement Enhancement and Savings Act.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
H.R. 1550, Financial Stability Oversight Council Improvement Act. Issues related to SEC rulemaking toward electronic delivery of mutual fund disclosures.
Type of Issue
Financial Institutions/Investments/Securities
3rd Quarter, 2016
In Q3, DAVIS & HARMAN LLP lobbied for TIAA , earning $20,000. The report was filed on Oct. 17, 2016.
Original Filing: 300828714.xml
Lobbying Issues
Issues related to tax incentives for retirement savings. Issues regarding investment offerings in defined contribution plans. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase annuitization within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. H.R. 2656/S. 3417, Receiving Electronic Statements to Improve Retiree Earnings Act. Proposals that would consolidate various retirement and IRA types. House Republican Task Force Blueprint.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
H.R. 1550, Financial Stability Oversight Council Improvement Act. Issues related to SEC rulemaking toward electronic delivery of mutual fund disclosures.
Type of Issue
Financial Institutions/Investments/Securities
2nd Quarter, 2016
In Q2, DAVIS & HARMAN LLP lobbied for TIAA (formerly TIAA-CREF) , earning $10,000. The report was filed on July 19, 2016.
Original Filing: 300814276.xml
Lobbying Issues
Issues related to tax incentives for retirement savings. Issues regarding investment offerings in defined contribution plans. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase annuitization within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. H.R. 2656, Receiving Electronic Statements to Improve Retiree Earnings Act. Proposals that would consolidate various retirement and IRA types.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
H.R. 1550, Financial Stability Oversight Council Improvement Act. Issues related to SEC rulemaking toward electronic delivery of mutual fund disclosures.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
1st Quarter, 2016
In Q1, DAVIS & HARMAN LLP lobbied for TIAA (formerly TIAA-CREF) , earning $10,000. The report was filed on April 19, 2016.
Original Filing: 300794408.xml
Lobbying Issues
Issues related to tax incentives for retirement savings. Issues regarding investment offerings in defined contribution plans. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase annuitization within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. H.R. 2656, Receiving Electronic Statements to Improve Retiree Earnings Act.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
H.R. 1550, Financial Stability Oversight Council Improvement Act.
Agencies Lobbied
U.S. House of Representatives
4th Quarter, 2015
In Q4, DAVIS & HARMAN LLP lobbied for TIAA-CREF , earning $20,000. The report was filed on Jan. 20, 2016.
Original Filing: 300780050.xml
Lobbying Issues
Issues related to tax incentives for retirement savings. Issues regarding investment offerings in defined contribution plans. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase annuitization within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. H.R. 2656, Receiving Electronic Statements to Improve Retiree Earnings Act.
Agencies Lobbied
U.S. House of Representatives
3rd Quarter, 2015
In Q3, DAVIS & HARMAN LLP lobbied for TIAA-CREF , earning $20,000. The report was filed on Oct. 15, 2015.
Original Filing: 300753909.xml
Lobbying Issues
Issues related to tax incentives for retirement savings. Issues regarding investment offerings in defined contribution plans. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase annuitization within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. H.R. 2656, Receiving Electronic Statements to Improve Retiree Earnings Act.
Agencies Lobbied
U.S. House of Representatives
2nd Quarter, 2015
In Q2, DAVIS & HARMAN LLP lobbied for TIAA-CREF , earning $10,000. The report was filed on July 16, 2015.
Original Filing: 300736072.xml
Lobbying Issues
Issues related to tax incentives for retirement savings. Issues regarding investment offerings in defined contribution plans. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase annuitization within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. H.R. 2656, Receiving Electronic Statements to Improve Retiree Earnings Act.
Agencies Lobbied
U.S. House of Representatives
1st Quarter, 2015
DAVIS & HARMAN LLP amended a lobbying report for representation of TIAA-CREF in Q12015 on April 15, 2015.
Original Filing: 300716100.xml
Lobbying Issues
Issues related to tax incentives for retirement savings. Issues regarding investment offerings in defined contribution plans. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase annuitization within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Proposals related to the tax treatment of domestic partner health benefits.
Type of Issue
Taxation/Internal Revenue Code
1st Quarter, 2015
In Q1, DAVIS & HARMAN LLP lobbied for TIAA-CREF , earning $20,000. The report was filed on April 14, 2015.
Original Filing: 300715419.xml
Lobbying Issues
Issues related to tax incentives for retirement savings. Issues regarding investment offerings in defined contribution plans. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase annuitization within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Proposals related to the tax treatment of domestic partner health benefits.
Type of Issue
Taxation/Internal Revenue Code
4th Quarter, 2014
In Q4, DAVIS & HARMAN LLP lobbied for TIAA-CREF , earning $20,000. The report was filed on Jan. 20, 2015.
Original Filing: 300703374.xml
Lobbying Issues
Issues related to tax incentives for retirement savings. Issues regarding investment offerings in defined contribution plans. Legislation to expand the employee-sponsored retirement system. Issues relating to public-sector plan design. Proposals relating to IRS relief for disaster victims. Proposals related to governmental pick-up contributions. Issues related to lifetime income products in qualified retirement plans. Proposals to increase annuitization within qualified retirement plans. Proposals that would combine various retirement plan and IRA types. H.R. 2117, Retirement Plan Simplification Act. Proposals related to tax treatment of retirement plans, IRAs, and annuity products. Issues related to employee benefit plan administration and electronic delivery of ERISA-mandated statements and disclosures.
Agencies Lobbied
U.S. House of Representatives,
Lobbying Issues
Proposals related to the tax treatment of domestic partner health benefits.
Type of Issue
Taxation/Internal Revenue Code
3rd Quarter, 2014
In Q3, DAVIS & HARMAN LLP lobbied for TIAA-CREF , earning $20,000. The report was filed on Oct. 15, 2014.
Original Filing: 300676703.xml
Lobbying Issues
Issues related to tax incentives for retirement savings. Issues regarding investment offerings in defined contribution plans. Legislation to expand the employee-sponsored retirement system. Issues relating to public-sector plan design. Proposals relating to IRS relief for disaster victims. Proposals related to governmental pick-up contributions. Issues related to lifetime income products in qualified retirement plans. Proposals to increase annuitization within qualified retirement plans. Proposals that would combine various retirement plan and IRA types. H.R. 2117, Retirement Plan Simplification Act. Proposals related to tax treatment of retirement plans, IRAs, and annuity products. Issues related to employee benefit plan administration and electronic delivery of ERISA-mandated statements and disclosures.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Proposals related to the tax treatment of domestic partner health benefits.
Type of Issue
Taxation/Internal Revenue Code
2nd Quarter, 2014
In Q2, DAVIS & HARMAN LLP lobbied for TIAA-CREF , earning $20,000. The report was filed on July 17, 2014.
Original Filing: 300658618.xml
Lobbying Issues
Issues related to tax incentives for retirement savings. Issues regarding investment offerings in defined contribution plans. Legislation to expand the employee-sponsored retirement system. Issues relating to public-sector plan design. Proposals relating to IRS relief for disaster victims. Proposals related to governmental pick-up contributions. Issues related to lifetime income products in qualified retirement plans. Proposals to increase annuitization within qualified retirement plans. Proposals that would combine various retirement plan and IRA types. H.R. 2117, Retirement Plan Simplification Act. Proposals related to tax treatment of retirement plans, IRAs, and annuity products.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Proposals related to the tax treatment of domestic partner health benefits.
Type of Issue
Taxation/Internal Revenue Code
1st Quarter, 2014
In Q1, DAVIS & HARMAN LLP lobbied for TIAA-CREF , earning $20,000. The report was filed on April 17, 2014.
Original Filing: 300639157.xml
Lobbying Issues
Issues related to tax incentives for retirement savings. Issues regarding investment offerings in defined contribution plans. Legislation to expand the employee-sponsored retirement system. Issues relating to public-sector plan design. Proposals relating to IRS relief for disaster victims. Proposals related to governmental pick-up contributions. Issues related to lifetime income products in qualified retirement plans. Proposals to increase annuitization within qualified retirement plans. Proposals that would combine various retirement plan and IRA types. H.R. 2117, Retirement Plan Simplification Act. Proposals related to tax treatment of retirement plans, IRAs, and annuity products.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Proposals related to the tax treatment of domestic partner health benefits.
Type of Issue
Taxation/Internal Revenue Code
4th Quarter, 2013
In Q4, DAVIS & HARMAN LLP lobbied for TIAA-CREF , earning $10,000. The report was filed on Jan. 16, 2014.
Original Filing: 300616288.xml
Lobbying Issues
Issues related to tax incentives for retirement savings. Issues regarding investment offerings in defined contribution plans. Legislation to expand the employee-sponsored retirement system. Issues relating to public-sector plan design. Proposals relating to IRS relief for disaster victims. Proposals related to governmental pick-up contributions. Issues related to lifetime income products in qualified retirement plans. Proposals to increase annuitization within qualified retirement plans. Proposals that would combine various retirement plan and IRA types. H.R. 2117, Retirement Plan Simplification Act. Proposals related to tax treatment of retirement plans, IRAs, and annuity products.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Proposals related to the tax treatment of domestic partner health benefits.
Type of Issue
Taxation/Internal Revenue Code
3rd Quarter, 2013
In Q3, DAVIS & HARMAN LLP lobbied for TIAA-CREF , earning $20,000. The report was filed on Oct. 21, 2013.
Original Filing: 300602139.xml
Lobbying Issues
Issues related to tax incentives for retirement savings. Issues regarding investment offerings in defined contribution plans. Legislation to expand the employee-sponsored retirement system. Issues relating to public-sector plan design. Proposals relating to IRS relief for disaster victims. Proposals related to governmental pick-up contributions. Issues related to lifetime income products in qualified retirement plans. Proposals to increase annuitization within qualified retirement plans. Proposals that would combine various retirement plan and IRA types. H.R. 2117, Retirement Plan Simplification Act. Proposals related to tax treatment of retirement plans, IRAs, and annuity products.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Proposals related to the tax treatment of domestic partner health benefits.
Type of Issue
Taxation/Internal Revenue Code
2nd Quarter, 2013
In Q2, DAVIS & HARMAN LLP lobbied for TIAA-CREF , earning $20,000. The report was filed on July 16, 2013.
Original Filing: 300572824.xml
Lobbying Issues
Issues related to tax incentives for retirement savings. Issues regarding investment offerings in defined contribution plans. Legislation to expand the employee-sponsored retirement system. Issues relating to public-sector plan design. Proposals relating to IRS relief for disaster victims. Proposals related to governmental pick-up contributions. Issues related to lifetime income products in qualified retirement plans. Proposals to increase annuitization within qualified retirement plans. Proposals that would combine various retirement plan and IRA types. H.R. 2117, Retirement Plan Simplification Act.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Proposals related to the tax treatment of domestic partner health benefits.
Type of Issue
Taxation/Internal Revenue Code
1st Quarter, 2013
In Q1, DAVIS & HARMAN LLP lobbied for TIAA-CREF , earning $20,000. The report was filed on April 16, 2013.
Original Filing: 300551101.xml
Lobbying Issues
Issues related to tax incentives for retirement savings. Issues regarding investment offerings in defined contribution plans. Legislation to expand the employee-sponsored retirement system. Issues relating to public-sector plan design. Proposals relating to IRS relief for disaster victims. Proposals related to governmental pick-up contributions.Issues related to lifetime income products in qualified retirement plans. Proposals to increase annuitization within qualified retirement plans. Proposals that would combine various retirement plan and IRA types.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Proposals related to the tax treatment of domestic partner health benefits.
Type of Issue
Taxation/Internal Revenue Code
4th Quarter, 2012
In Q4, DAVIS & HARMAN LLP lobbied for TIAA-CREF , earning $20,000. The report was filed on Jan. 18, 2013.
Original Filing: 300532905.xml
Lobbying Issues
Issues related to tax incentives for retirement savings. Inquiries regarding investment offerings in defined contribution plans. Legislation to expand the employee-sponsored retirement system. Guidance relating to public sector plan design. Proposals relating to IRS relief for disaster victims. S. 267/H.R. 677, Lifetime Income Disclosure Act. H.R. 1534, SAVE Act, proposals related to governmental pick up contributions, including H.R. 2934, to clarify the treatment of certain plan contributions picked up bygovernmental employers. Issues related to lifetime income products in qualified retirement plans. Proposals to increase annuitization within qualified retirement plans. Proposals that would combine various retirement plan and IRA types.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Proposals related to the tax treatment of domestic partner health benefits.
Type of Issue
Taxation/Internal Revenue Code
3rd Quarter, 2012
In Q3, DAVIS & HARMAN LLP lobbied for TIAA-CREF , earning $30,000. The report was filed on Oct. 19, 2012.
Original Filing: 300514507.xml
Lobbying Issues
Issues related to tax incentives for retirement savings. Inquiries regarding investment offerings in defined contribution plans. Legislation to expand the employee-sponsored retirement system. Guidance relating to public sector plan design. Proposals relating to IRS relief for disaster victims. S. 267/H.R. 677, Lifetime Income Disclosure Act. H.R. 1534, SAVE Act, proposals related to governmental pick up contributions, including H.R. 2934, to clarify the treatment of certain plan contributions picked up bygovernmental employers. Issues related to lifetime income products in qualified retirement plans. Proposals to increase annuitization within qualified retirement plans. Proposals that would combine various retirement plan and IRA types.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Proposals related to the tax treatment of domestic partner health benefits.
Type of Issue
Taxation/Internal Revenue Code
2nd Quarter, 2012
In Q2, DAVIS & HARMAN LLP lobbied for TIAA-CREF , earning $20,000. The report was filed on July 19, 2012.
Original Filing: 300492801.xml
Lobbying Issues
Issues related to tax incentives for retirement savings. Inquiries regarding investment offerings in defined contribution plans. Legislation to expand the employee-sponsored retirement system. Guidance relating to public sector plan design. Proposals relating to IRS relief for disaster victims. S. 267/H.R. 677, Lifetime Income Disclosure Act. H.R. 1534, SAVE Act, proposals related to governmental pick up contributions, including H.R. 2934, to clarify the treatment of certain plan contributions picked up bygovernmental employers. Issues related to lifetime income products in qualified retirement plans. Proposals to increase annuitization within qualified retirement plans. Proposals that would combine various retirement plan and IRA types.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Proposals related to the tax treatment of domestic partner health benefits.
Type of Issue
Taxation/Internal Revenue Code
1st Quarter, 2012
In Q1, DAVIS & HARMAN LLP lobbied for TIAA-CREF , earning $20,000. The report was filed on April 19, 2012.
Original Filing: 300465529.xml
Lobbying Issues
Issues related to tax incentives for retirement savings. Inquiries regarding investment offerings in defined contribution plans. Legislation to expand the employee-sponsored retirement system. Guidance relating to public sector plan design. Proposals relating to IRS relief for disaster victims. S. 267/H.R. 677, Lifetime Income Disclosure Act. H.R. 1534, SAVE Act, proposals related to governmental pick up contributions, including H.R. 2934, to clarify the treatment of certain plan contributions picked up bygovernmental employers. Issues related to lifetime income products in qualified retirement plans.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Proposals related to the tax treatment of domestic partner health benefits.
Type of Issue
Taxation/Internal Revenue Code
4th Quarter, 2011
In Q4, DAVIS & HARMAN LLP lobbied for TIAA-CREF , earning $20,000. The report was filed on Jan. 17, 2012.
Original Filing: 300439269.xml
Lobbying Issues
Issues related to tax incentives for retirement savings. Inquiries regarding investment offerings in defined contribution plans. Legislation to expand the employee-sponsored retirement system. Guidance relating to public sector plan design. Proposals relating to IRS relief for disaster victims. S. 267/H.R. 677, Lifetime Income Disclosure Act. H.R. 1534, SAVE Act, proposals related to governmental pick up contributions, including H.R. 2934, to clarify the treatment of certain plan contributions picked up bygovernmental employers.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Proposals related to the tax treatment of domestic partner health benefits.
Type of Issue
Taxation/Internal Revenue Code
3rd Quarter, 2011
In Q3, DAVIS & HARMAN LLP lobbied for TIAA-CREF , earning $30,000. The report was filed on Oct. 20, 2011.
Original Filing: 300423290.xml
Lobbying Issues
Issues related to tax incentives for retirement savings. Inquiries regarding investment offerings in defined contribution plans. Legislation to expand the employee-sponsored retirement system. Guidance relating to public sector plan design. Proposals relating to IRS relief for disaster victims. S. 267/H.R. 677, Lifetime Income Disclosure Act. H.R. 1534, SAVE Act proposals related to governmental pick up contributions, including H.R. 2934, to clarify the treatment of certain plan contributions picked up bygovernmental employers.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Proposals related to the tax treatment of domestic partner health benefits.
Type of Issue
Taxation/Internal Revenue Code
2nd Quarter, 2011
In Q2, DAVIS & HARMAN LLP lobbied for TIAA-CREF , earning $20,000. The report was filed on July 20, 2011.
Original Filing: 300403851.xml
Lobbying Issues
Issues related to tax incentives for retirement savings. Inquiries regarding investment offerings in defined contribution plans. Legislation to expand the employee-sponsored retirement system. Guidance relating to public sector plan design. Proposals relating to IRS relief for disaster victims. S. 267/H.R. 677, Lifetime Income Disclosure Act. H.R. 1534, SAVE Act.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Proposals related to the tax treatment of domestic partner health benefits.
Type of Issue
Taxation/Internal Revenue Code
1st Quarter, 2011
In Q1, DAVIS & HARMAN LLP lobbied for TIAA-CREF , earning $10,000. The report was filed on April 20, 2011.
Original Filing: 300377318.xml
Lobbying Issues
Issues related to tax incentives for retirement savings. Inquiries regarding investment offerings in defined contribution plans.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Proposals related to the tax treatment of domestic partner health benefits.
Type of Issue
Taxation/Internal Revenue Code
4th Quarter, 2010
In Q4, DAVIS & HARMAN LLP lobbied for TIAA-CREF , earning $10,000. The report was filed on Jan. 20, 2011.
Original Filing: 300348944.xml
Lobbying Issues
Proposals to reform the defined contribution plan system, including proposals related to inclusion of income options in defined contribution plans. Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including S. 3760 and H.R. 6099, Automatic IRA Act of 2010. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business, including H.R. 4742, Small Businesses Add Value for Employees Act. Proposals to expand the Savers Credit, including H.R. 1961, Savings for American Families Future Act. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. H.R. 4126, Retirement Fairness Act.
Lobbying Issues
Proposals to reform 529 college savings plans, including H.R.1/S.1, the American Recovery and Reinvestment Act of 2009, and H.R.1351, the Savings Enhancement for Education in College Act.
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Proposals related to the tax treatment of domestic partner health benefits, including H.R. 2625/S. 1153, Tax Equity for Health Plan Beneficiaries Act.
3rd Quarter, 2010
In Q3, DAVIS & HARMAN LLP lobbied for TIAA-CREF , earning $10,000. The report was filed on Oct. 20, 2010.
Original Filing: 300323225.xml
Lobbying Issues
Proposals to reform the defined contribution plan system, including proposals related to inclusion of income options in defined contribution plans. Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, and H.R. 4213, the American Jobs and Closing Tax Loopholes Act of 2010. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including S. 3760 and H.R. 6099, Automatic IRA Act of 2010. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business, including H.R. 4742, Small Businesses Add Value for Employees Act. Proposals to expand the Savers Credit, including H.R. 1961, Savings for American Families Future Act. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. H.R. 4126, Retirement Fairness Act.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Proposals to reform 529 college savings plans, including H.R.1/S.1, the American Recovery and Reinvestment Act of 2009, and H.R.1351, the Savings Enhancement for Education in College Act.
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Proposals related to the tax treatment of domestic partner health benefits, including H.R. 2625/S. 1153, Tax Equity for Health Plan Beneficiaries Act.
2nd Quarter, 2010
In Q2, DAVIS & HARMAN LLP lobbied for TIAA-CREF , earning $30,000. The report was filed on July 16, 2010.
Original Filing: 300289904.xml
Lobbying Issues
Proposals to reform the defined contribution plan system, including proposals related to inclusion of income options in defined contribution plans. Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, and H.R. 4213, the American Jobs and Closing Tax Loopholes Act of 2010. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including automatic IRAs. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business, including H.R. 4742, Small Businesses Add Value for Employees Act. Proposals to expand the Savers Credit, including H.R. 1961, Savings for American Families Future Act. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. H.R. 4126, Retirement Fairness Act.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Proposals to reform 529 college savings plans, including H.R.1/S.1, the American Recovery and Reinvestment Act of 2009, and H.R.1351, the Savings Enhancement for Education in College Act.
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Proposals related to the tax treatment of domestic partner health benefits, including H.R. 2625/S. 1153, Tax Equity for Health Plan Beneficiaries Act.
Lobbying Issues
Benefit and 529 plan repercussions of the Consumer Financial Protection Bureau under S. 3217, the Restoring American Financial Stability Act of 2010, and H.R. 4173, Dodd-Frank Wall Street Reform and Consumer Protection Act.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
1st Quarter, 2010
In Q1, DAVIS & HARMAN LLP lobbied for TIAA-CREF , earning $20,000. The report was filed on April 16, 2010.
Original Filing: 300261227.xml
Lobbying Issues
Proposals to reform the defined contribution plan system, including proposals related to inclusion of income options in defined contribution plans. Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including automatic IRAs. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business, including H.R. 4742, Small Businesses Add Value for Employees Act. Proposals to expand the Savers Credit, including H.R. 1961, Savings for American Families Future Act. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. H.R. 4126, Retirement Fairness Act.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Proposals to reform 529 college savings plans, including H.R.1/S.1, the American Recovery and Reinvestment Act of 2009 and H.R.1351, the Savings Enhancement for Education in College Act.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Proposals related to the tax treatment of domestic partner health benefits, including H.R. 2625/S. 1153, Tax Equity for Health Plan Beneficiaries Act.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Proposals to provide a benefit plan and section 529 college savings plan carve-out from H.R. 3126, Consumer Financial Protection Agency Act, H.R. 4173, Wall Street Reform and Consumer Protection Act, and S. 3217, the Restoring American Financial Stability Act of 2010.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
4th Quarter, 2009
In Q4, DAVIS & HARMAN LLP lobbied for TIAA-CREF , earning $20,000. The report was filed on Jan. 20, 2010.
Original Filing: 300243407.xml
Lobbying Issues
Proposals to reform the defined contribution plan system, including proposals related to inclusion of income options in defined contribution plans. Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including automatic IRAs. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans form small business. Proposals to expand the Savers Credit, including H.R. 1961, Savings for American Families Future Act. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. H.R. 4126, Retirement Fairness Act.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Proposals to reform 529 college savings plans, including H.R.1/S.1, the American Recovery and Reinvestment Act of 2009 and H.R.1351, the Savings Enhancement for Education in College Act.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Proposals related to the tax treatment of domestic partner health benefits, including H.R. 2625/S. 1153, Tax Equity for Health Plan Beneficiaries Act.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Proposals to provide a benefit plan and section 529 college savings plan carve-out from H.R. 3126, Consumer Financial Protection Agency Act and H.R. 4173, Wall Street Reform and Consumer Protection Act.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
3rd Quarter, 2009
In Q3, DAVIS & HARMAN LLP lobbied for TIAA-CREF , earning $20,000. The report was filed on Oct. 20, 2009.
Original Filing: 300217817.xml
Lobbying Issues
Proposals to reform the defined contribution plan system. Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including automatic IRAs. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans form small business. Proposals to expand the Savers Credit, including H.R. 1961, Savings for American Families Future Act. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Proposals to reform 529 college savings plans, including H.R.1/S.1, the American Recovery and Reinvestment Act of 2009 and H.R.1351, the Savings Enhancement for Education in College Act.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
H.R. 2625/S. 1153, Tax Equity for Health Plan Beneficiaries Act.
Agencies Lobbied
U.S. House of Representatives
2nd Quarter, 2009
In Q2, DAVIS & HARMAN LLP lobbied for TIAA-CREF , earning $20,000. The report was filed on July 20, 2009.
Original Filing: 300188473.xml
Lobbying Issues
Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals to reform the defined contribution plan system. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including automatic IRAs. Proposals related to expansion of SIMPLE IRAs and establishment of discretionary payroll deduction IRAs. Proposals to expand the Savers Credit, including H.R. 1961, Savings for American Families Future Act.
Agencies Lobbied
U.S. House of Representatives
1st Quarter, 2009
In Q1, DAVIS & HARMAN LLP lobbied for TIAA-CREF , earning $20,000. The report was filed on April 17, 2009.
Original Filing: 300153700.xml
Lobbying Issues
Proposals related to defined contribution plan fees and fee disclosure practices. Proposals responding to the effect of the stock market decline on retirement savings accounts. Proposals to expand retirement coverage, including proposals to mandate payroll deduction IRAs.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Proposals to reform 529 college savings plans, including H.R.1/S.1, the American Recovery and Reinvestment Act of 2009 and H.R.1351, the Savings Enhancement for Education in College Act.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
4th Quarter, 2008
In Q4, DAVIS & HARMAN LLP lobbied for TIAA-CREF , earning $20,000. The report was filed on Jan. 16, 2009.
Original Filing: 300124650.xml
Lobbying Issues
S.1288, Women's Retirement Security Act. Proposals making technical corrections to The Pension Protection Act of 2006, including H.R. 3361, H.R. 6382, S. 1974, Pension Protection Technical Corrections Act, and H.R. 7327, Worker, Retiree, and Employer Recovery Act. Proposals related to The Pension Protection Act's qualified optional survivor annuity provision. Proposals related to defined contribution plan fees and fee disclosure practices, including H.R. 3765, The Defined Contribution Fee Transparency Act, H.R. 3185, 401(k) Fair Disclosure for Retirement Security Act, and S. 2473, Defined Contribution Fee Disclosure Act. Proposals for comprehensive pension and retirement savings legislation. Proposals related to reform of the required minimum distribution rules, including H.R. 7327, Worker, Retiree, and Employer Recovery Act.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Proposals related to creation of new savings accounts to finance lifetime learning, including H.R. 6036, Lifelong Learning Accounts Act. H.R. 1820, Tax Equity for Health Plan Beneficiaries Act. S. 1556, Tax Equity for Domestic Partner and Health Plan Beneficiaries Act.
Type of Issue
Taxation/Internal Revenue Code
3rd Quarter, 2008
In Q3, DAVIS & HARMAN LLP lobbied for TIAA-CREF , earning $20,000. The report was filed on Oct. 17, 2008.
Original Filing: 300097950.xml
Lobbying Issues
S.1288, Women's Retirement Security Act. Proposals making technical corrections to The Pension Protection Act of 2006, including H.R. 3361, H.R. 6382, and S. 1974, Pension Protection Technical Corrections Act. Proposals related to The Pension Protection Act's qualified optional survivor annuity provision. Proposals related to defined contribution plan fees and fee disclosure practices, including H.R. 3765, The Defined Contribution Fee Transparency Act, H.R. 3185, 401(k) Fair Disclosure for Retirement Security Act, and S. 2473, Defined Contribution Fee Disclosure Act. Proposals related to reform of the minimum required distribution rules. Proposals related to retirement plan leakage. Proposals related to commodities speculation as they affect retirement plans, including H.R. 6604, Commodity Markets Transparency and Accountability Act, S. 3248, Commodity Speculation Reform Act, and S. 3268, Stop Excessive Energy Speculation Act. Proposals for comprehensive pension and retirement savings legislation.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Proposals related to creation of new savings accounts to finance lifetime learning, including H.R. 6036, Lifelong Learning Accounts Act. H.R. 1820, Tax Equity for Health Plan Beneficiaries Act. S. 1556, Tax Equity for Domestic Partner and Health Plan Beneficiaries Act.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
2nd Quarter, 2008
In Q2, DAVIS & HARMAN LLP lobbied for TIAA-CREF , earning $20,000. The report was filed on July 18, 2008.
Original Filing: 300071717.xml
Lobbying Issues
S.1288, Women's Retirement Security Act. Proposals making technical corrections to The Pension Protection Act of 2006, including H.R. 3361, H.R. 6382, and S. 1974, Pension Protection Technical Corrections Act. Proposals related to The Pension Protection Act's qualified optional survivor annuity provision. Proposals related to defined contribution plan fees and fee disclosure practices, including H.R. 3765, The Defined Contribution Fee Transparency Act, H.R. 3185, 401(k) Fair Disclosure for Retirement Security Act, and S. 2473, Defined Contribution Fee Disclosure Act. Proposals related to reform of the minimum required distribution rules. Proposals related to retirement plan leakage.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Proposals related to creation of new savings accounts to finance lifetime learning, including H.R. 6036, Lifelong Learning Accounts Act. H.R. 1820, Tax Equity for Health Plan Beneficiaries Act.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
1st Quarter, 2008
In Q1, DAVIS & HARMAN LLP lobbied for TIAA-CREF , earning $10,000. The report was filed on April 18, 2008.
Original Filing: 300045090.xml
Lobbying Issues
S.1288, Women's Retirement Security Act. Proposals making technical corrections to The Pension Protection Act of 2006, including H.R. 3361 and S. 1974, Pension Protection Technical Corrections Act. Proposals related to The Pension Protection Act's qualified optional survivor annuity provision. Proposals related to defined contribution plan fees and fee disclosurepractices, including H.R. 3765, The Defined Contribution Fee Transparency Act, H.R. 3185, 401(k) Fair Disclosure for Retirement Security Act, and S. 2473, Defined Contribution Fee Disclosure Act. Proposals related to reform of the minimum required distribution rules.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Proposals related to creation of new savings accounts to finance lifetime learning.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
Source: Clerk of the U.S. House of Representatives and Secretary of the Senate
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