Lobbying Relationship

Client

EDWARD JONES INVESTMENTS

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Lobbying firm

DAVIS & HARMAN LLP

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  • Proposals related to small business retirement issues and retirement savings issues. SIMPLE IRAs. Issues related to automatic enrollment. Partnership tax issues. Required minimum distribution issues. Proposals to assist military spouses. Issues related to the Department of Labor's fiduciary definition. Issues related to emergency savings. Proposals related to net investment income. Proposals to assist caregivers. Issues related to SEC's liquidity and swing pricing proposal. Issues related to the SEC's predictive data analytics proposal. Issues related to Roth catch-up contribution effective date. Issues regarding age 18 eligibility. H.R. 7146/S. 1870, Enhancing Emergency and Retirement Savings Act (117th Congress). H.R. 7310, Protecting Americas Retirement Security Act (117th Congress). H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). H.R. 4924/S. 2517, Auto Reenroll Act. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. S. 3305, Helping Young Americans Save for Retirement Act

Duration: to

General Issues: Taxation/Internal Revenue Code, Retirement, Insurance

Spending: about $1,350,000 (But it's complicated. Here's why.)

Agencies lobbied since 2008: U.S. Senate, House of Representatives, Treasury - Dept of, U.S. Senate,

Bills mentioned

S.223: Senior$afe Act of 2017

Sponsor: Susan Collins (R-Maine)

S.266: Retirement Security Act of 2015

Sponsor: Susan Collins (R-Maine)

H.R.557: Retirement Security Act of 2015

Sponsor: Vern Buchanan (R-Fla.)

S.2216: Senior$afe Act of 2015

Sponsor: Susan Collins (R-Maine)

S.1946: Tax Relief Extension Act of 2015

Sponsor: Orrin G. Hatch (R-Utah)

S.2343: Stop the Student Loan Interest Rate Hike Act of2012

Sponsor: Harry Reid (D-Nev.)

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

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

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

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

S.40: National Insurance Act of 2007

Sponsor: John E. Sununu (R-N.H.)

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

Sponsor: Kevin Brady (R-Texas)

S.2526: Retirement Enhancement and Savings Act of 2018

Sponsor: Orrin G. Hatch (R-Utah)

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

Sponsor: Mike Kelly (R-Pa.)

H.R.6757: Family Savings Act of 2018

Sponsor: Mike Kelly (R-Pa.)

S.3781: Retirement Security and Savings Act of 2018

Sponsor: Rob Portman (R-Ohio)

H.R.1084: Family Savings Act of 2019

Sponsor: Mike Kelly (R-Pa.)

S.321: Retirement Security Act of 2019

Sponsor: Susan Collins (R-Maine)

S.322: SIMPLE Plan Modernization Act

Sponsor: Susan Collins (R-Maine)

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

Sponsor: Ron Kind (D-Wis.)

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

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

S.1431: Retirement Security and Savings Act of 2019

Sponsor: Rob Portman (R-Ohio)

S.972: Retirement Enhancement and Savings Act of 2019

Sponsor: Charles E. Grassley (R-Iowa)

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

Sponsor: Rick Larsen (D-Wash.)

H.R.3877: Bipartisan Budget Act of 2019

Sponsor: John Yarmuth (D-Ky.)

H.R.4637: Opportunity to Address College Hunger Act

Sponsor: Suzanne Bonamici (D-Ore.)

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

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

H.R.4117: IRA Preservation Act of 2019

Sponsor: Ron Kind (D-Wis.)

H.R.748: CARES Act

Sponsor: Joe Courtney (D-Conn.)

H.R.6800: The Heroes Act

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

S.4173: Military Spouses Retirement Security Act

Sponsor: Susan Collins (R-Maine)

H.R.925: The Heroes Act

Sponsor: Mike Thompson (D-Calif.)

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

Sponsor: Charles E. Grassley (R-Iowa)

H.R.7927: Military Spouses Retirement Security Act

Sponsor: Jason Crow (D-Colo.)

S.5064: Improving Access to Retirement Savings Act

Sponsor: Charles E. Grassley (R-Iowa)

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

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

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

Sponsor: Ron Kind (D-Wis.)

H.R.133: Consolidated Appropriations Act, 2021

Sponsor: Henry Cuellar (D-Texas)

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

Sponsor: Jerry Moran (R-Kan.)

S.322: Protect Act

Sponsor: Thom Tillis (R-N.C.)

H.R.1453: Military Spouses Retirement Security Act

Sponsor: Jason Crow (D-Colo.)

H.R.4117: To establish the National Commission on Domestic Terrorist Attacks on...

Sponsor: Don Bacon (R-Neb.)

S.1273: Military Spouses Retirement Security Act

Sponsor: Susan Collins (R-Maine)

S.1703: Improving Access to Retirement Savings Act

Sponsor: Charles E. Grassley (R-Iowa)

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.)

S.1233: Small Business Tax Fairness and Compliance Simplification Act

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

H.R.821: Small Business Tax Fairness and Compliance Simplification Act

Sponsor: Darin M. LaHood (R-Ill.)

H.R.5376: Inflation Reduction Act of 2022

Sponsor: John Yarmuth (D-Ky.)

S.2387: Small Business Tax Fairness Act

Sponsor: Ron Wyden (D-Ore.)

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.)

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

Sponsor: Rick Crawford (R-Ark.)

S.4808: EARN Act

Sponsor: Ron Wyden (D-Ore.)

S.1272: SIMPLE Plan Modernization Act

Sponsor: Susan Collins (R-Maine)

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.)

S.1870: Prohibiting Foreign Adversary Interference in Cryptocurrency Markets Act

Sponsor: Tommy Tuberville (R-Ala.)

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.7146: Partnerships for Agricultural Climate Action Act

Sponsor: Kim Schrier (D-Wash.)

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

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

S.3305: Helping Young Americans Save for Retirement Act

Sponsor: Bill Cassidy (R-La.)

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
Chris L. Gaston Chief of Staff, Rep. Rush Holt
Kent A. Mason n/a
Barbara A. Pate n/a
Thomas A. Davis 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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