Lobbying Relationship

Client

MissionSquare Retirement

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Lobbying firm

DAVIS & HARMAN LLP

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  • Proposals related to retirement and retiree health savings and collective investment trusts. Proposals related to governmental 457(b) plans. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress), related to the Roth catch-up contribution provision, and pension linked emergency savings accounts.
  • SEC hard close 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: to

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

Spending: about $300,000 (But it's complicated. Here's why.)

Agencies lobbied since 2018: U.S. Senate, House of Representatives

Bills mentioned

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.4610: Receiving Electronic Statements To Improve Retiree Earnings Act

Sponsor: Jared Polis (D-Colo.)

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

Sponsor: Sherrod Brown (D-Ohio)

S.3781: Retirement Security and Savings Act of 2018

Sponsor: Rob Portman (R-Ohio)

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)

S.1431: Retirement Security and Savings Act of 2019

Sponsor: Rob Portman (R-Ohio)

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

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

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

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

H.R.6257: Public Service Retirement Fairness Act of 2020

Sponsor: Jimmy Panetta (D-Calif.)

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

Sponsor: Tina Smith (D-Minn.)

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

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

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

Sponsor: John Yarmuth (D-Ky.)

S.1770: Retirement Security and Savings Act of 2021

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

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

Sponsor: Jimmy Panetta (D-Calif.)

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

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

S.4353: RISE & SHINE Act

Sponsor: Patty Murray (D-Wash.)

S.4808: EARN Act

Sponsor: Ron Wyden (D-Ore.)

H.R.7203: HELPS Retirees Improvement Act of 2022

Sponsor: Steven J. Chabot (R-Ohio)

S.4312: Police and Fire Health Care Protection Act of 2022

Sponsor: Sherrod Brown (D-Ohio)

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.)

Show All Mentioned Bills

Lobbyists

Lobbyists named here were listed on a filing related to this lobbying engagement. They may not be working on it now. Occasionally, a single lobbyist whose name is spelled two different ways on filings may be represented twice here.

Lobbyist Covered positions?
Chris L. Gaston Chief of Staff, Representative Rush Holt Chief of Staff, Rush Holt Chief of Staff, Rep. Rush Holt
Michael L. Hadley n/a
Adam R. McMahon 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.

Q1 Report
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Amendment
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Registration

Source: Clerk of the U.S. House of Representatives and Secretary of the Senate

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