Lobbying Relationship

Client

Insured Retirement Institute

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Lobbying firm

Forbes-Tate

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  • Issues related to retirement savings; Issues related to H.R. 3063 - The Retirement Fairness for Charities and Educational Institutions Act of 2023; Issues related to DOL Fiduciary rule.

Duration: to

General Issues: Retirement, Budget/Appropriations

Spending: about $910,000 (But it's complicated. Here's why.)

Agencies lobbied since 2019: House of Representatives, U.S. Senate

Bills mentioned

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

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

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

Sponsor: Ron Kind (D-Wis.)

S.972: Retirement Enhancement and Savings Act of 2019

Sponsor: Charles E. Grassley (R-Iowa)

H.R.925: The Heroes Act

Sponsor: Mike Thompson (D-Calif.)

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

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

H.R.2954: Women in Criminal Justice Reform Act

Sponsor: Sydney Kamlager-Dove (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?
Jeff Forbes Staff Director, Senate Finance Committee, 2003 - 2003 Chief of Staff, Senator Max Baucus, 1999 - 2002 Deputy Director EOP, 1998 - 1999
Libby Greer Chief of Staff, Rep. Allen Boyd, Jun. 2001 - Feb. 2009
Jeff Strunk Deputy Floor Director, House Speaker Boehner, Dec. 2010 - Jan. 2013 Floor Assistant, House Speaker Boehner, Sep. 2007 - Dec. 2010 Legislative Assistant, John Boehner, Apr. 2006 - Dec. 2010 Staff Member, Pat Tiberi, Nov. 2004 - Apr. 2006
Rick Murphy Chief of Staff, Senator Kelly Ayotte, April 14 - Jan. 17
Jeff Sadosky Communications Director, Sen. Rob Portman (2010-2013); Communications Director, Sen. Kay Bailey Hutchison (2008-2010); Press Secretary, Sen. Mike DeWine (2005-2006)
Jay Driscoll Legislative Assistant, Sen. Max Baucus (2001-2004)
Michael Williams ​Legislative Director, Rep. Lucy McBath (2021-2022); Legislative Assistant, Rep. Lucy McBath (2019-2020); Legislative Aide, Sen. Brian Jones (2019); Legislative Correspondent, Sen. Brian Jones (2018-2019)
Kelley Williams n/a
RICHARD LOPEZ 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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Registration

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

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