Lobbying Relationship

Client

LINCOLN NATIONAL CORPORATION (fka LINCOLN FINANCIAL GROUP)

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Lobbying firm

DAVIS & HARMAN LLP

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  • Comprehensive pension and retirement savings legislation. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Issues related to paid family, sick, and medical leave. Issues related to lifetime income proposals. Issues related to disclosure of longevity risk. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress).
  • Expansion of investment options for 403(b) plans. Issues regarding SEC's liquidity and swing pricing proposal. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). H.R. 3063, Retirement Fairness for Charities and Educational Institutions Act.

Duration: to

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

Spending: about $940,000 (But it's complicated. Here's why.)

Agencies lobbied since 2007: U.S. Senate, House of Representatives, Treasury - Dept of, U.S. Senate,, Y Y

Bills mentioned

H.R.557: Retirement Security Act of 2015

Sponsor: Vern Buchanan (R-Fla.)

S.266: Retirement Security Act of 2015

Sponsor: Susan Collins (R-Maine)

S.3471: Retirement Enhancement and Savings Act of 2016

Sponsor: Orrin G. Hatch (R-Utah)

H.R.2748: Retirement Security Needs Lifetime Pay Act of 2009

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

S.1297: Retirement Security for Life Act of 2009

Sponsor: Kent Conrad (D-N.D.)

S.1010: Retirement Security for Life Act of 2007

Sponsor: Gordon Harold Smith (R-Ore.)

H.R.2205: Retirement Security for Life Act of 2007

Sponsor: Stephanie Tubbs Jones (D-Ohio)

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

Sponsor: Gordon Harold Smith (R-Ore.)

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

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

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

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

S.1974: Pension Protection Technical Corrections Act of 2007

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

H.R.6143: Pension Protection Act ERISA Amendments of 2008

Sponsor: Robert E. Andrews (D-N.J.)

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

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

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

Sponsor: Kevin Brady (R-Texas)

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

Sponsor: Jared Polis (D-Colo.)

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.3795: Receiving Electronic Statements To Improve Retiree Earnings Act

Sponsor: Sherrod Brown (D-Ohio)

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

Sponsor: Marsha Blackburn (R-Tenn.)

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

Sponsor: Tim Walberg (R-Mich.)

S.3781: Retirement Security and Savings Act of 2018

Sponsor: Rob Portman (R-Ohio)

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

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

S.1431: Retirement Security and Savings Act of 2019

Sponsor: Rob Portman (R-Ohio)

S.2370: Automatic IRA Act of 2019

Sponsor: Sheldon Whitehouse (D-R.I.)

H.R.3877: Bipartisan Budget Act of 2019

Sponsor: John Yarmuth (D-Ky.)

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

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

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

Sponsor: Tina Smith (D-Minn.)

H.R.6800: The Heroes Act

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

H.R.925: The Heroes Act

Sponsor: Mike Thompson (D-Calif.)

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

Sponsor: Charles E. Grassley (R-Iowa)

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

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

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.2370: Zero-Emission Homes Act of 2021

Sponsor: Martin Heinrich (D-N.M.)

H.R.5376: Inflation Reduction Act of 2022

Sponsor: John Yarmuth (D-Ky.)

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

Sponsor: Jimmy Panetta (D-Calif.)

H.R.6912: Pooled Employer Plan Fix Act

Sponsor: Rick Allen (R-Ga.)

S.4353: RISE & SHINE Act

Sponsor: Patty Murray (D-Wash.)

S.4154: Simplifying Small Business Retirement Savings Act

Sponsor: John Hickenlooper (D-Colo.)

S.4153: Incentivizing Small Business Retirement Savings Act

Sponsor: John Hickenlooper (D-Colo.)

S.4808: EARN Act

Sponsor: Ron Wyden (D-Ore.)

H.R.2617: Consolidated Appropriations Act, 2023

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

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

Sponsor: Katie Porter (D-Calif.)

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

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

S.2370: BARK Act of 2023

Sponsor: Raphael Warnock (D-Ga.)

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 if Staff, Rep. Rush Holt Chief of Staff, Representative Rush Holt Chief of Staff, Rep. Rush Holt
Thomas Davis n/a
Randolf Hardock n/a
BARBARA PATE n/a
Kent Mason n/a
Thomas A Davis n/a
Randolf H Hardock n/a
Barbara A Pate n/a
Kent A Mason n/a
Thomas A. Davis n/a
Barbara A. Pate n/a
Kent A. Mason n/a
James M Delaplane n/a
Randolf H. Hardock n/a
James M. Delaplane n/a
Craig Springfield n/a
Chris Gaston 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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