Lobbying Relationship

Client

Individual Retirement Rights Association

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Lobbying firm

Crossroads Strategies, LLC

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  • Legislative and regulatory initiatives impacting individual retirement plans and their structures; H.R.5376, Inflation Reduction Act of 2022 (P.L.117-169) implementation, IRA provisions; H.R.2954, SECURE 2.0 Act of 2022, FY2023 Consolidated Appropriations Act (H.R.2617).

Duration: to

General Issues: Retirement

Spending: about $170,000 (But it's complicated. Here's why.)

Agencies lobbied since 2021: U.S. Senate, House of Representatives

Affiliated organizations: AltoIRA; eShares, Inc. DBA Carta, Inc.; Madison Trust Co.; IRA Financial; IRAR Trust Company; Directed Trust Company; Mainstar Trust Company; American IRA

Bills mentioned

S.CON.RES.14: A concurrent resolution setting forth the congressional budget for the...

Sponsor: Bernard Sanders (ID-Vt.)

H.R.5376: Inflation Reduction Act of 2022

Sponsor: John Yarmuth (D-Ky.)

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

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

H.R.2617: Consolidated Appropriations Act, 2023

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

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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?
John Breaux ​US Senator (18 yrs), US Representative (2 yrs)
Stephanie Leger Deputy Projects Director, Sen. Mary Landrieu; Counsel, Sen. John Breaux
Ben McMakin Legislative Director, Sen. Patty Murray
Jason Gleason Chief of Staff/Legislative Director, Rep. John Sarbanes; Legislative Director/Legislative Asst/Legislative Correspondent/Staff Asst, Sen. Paul Sarbanes
Brittany Hernandez Senior Legislative Assistant, Legislative Assistant, Legislative Correspondent, Staff Assistant: Rep. Steve Cohen
Jason Van Pelt Legislative Director, Senior Legislative Asst, Legislative Asst, Staff Asst: Rep. Ed Whitfield
Mathew Lapinski n/a
Todd M. Weiss 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.

Termination
Q4 Report
Q3 Report
Q2 Report
Q1 Report
Q4 Report
Q3 Report
Registration

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

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