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Issues related to Bonneville Power Administration structure and \"residential exchange\" - no specific legislation. Issues related to electricity affordability and data center infrastructure development - no specific legislation.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":10629,"prefix":null,"prefix_display":null,"first_name":"SCOTT","nickname":null,"middle_name":null,"last_name":"NELSON","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":2307,"prefix":null,"prefix_display":null,"first_name":"TIM","nickname":null,"middle_name":null,"last_name":"PECKINPAUGH","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":142237,"prefix":null,"prefix_display":null,"first_name":"ABIGAIL","nickname":null,"middle_name":null,"last_name":"DINEGAR","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":150227,"prefix":null,"prefix_display":null,"first_name":"DAVID","nickname":null,"middle_name":null,"last_name":"SKILLMAN","suffix":null,"suffix_display":null},"covered_position":"Dep CoS, Counsel Rep. 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Issues related to federal funding for energy-related projects - no specific legislation.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":10629,"prefix":null,"prefix_display":null,"first_name":"SCOTT","nickname":null,"middle_name":null,"last_name":"NELSON","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":106933,"prefix":null,"prefix_display":null,"first_name":"SCOTT","nickname":null,"middle_name":"J.","last_name":"GELBMAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":2307,"prefix":null,"prefix_display":null,"first_name":"TIM","nickname":null,"middle_name":null,"last_name":"PECKINPAUGH","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":142237,"prefix":null,"prefix_display":null,"first_name":"ABIGAIL","nickname":null,"middle_name":null,"last_name":"DINEGAR","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":1,"name":"SENATE"}]},{"general_issue_code":"TAX","general_issue_code_display":"Taxation/Internal Revenue Code","description":"Issues related to retention of investment and production energy tax credits - Sections 70512 and 70513, H.R. 1, One Big Beautiful Bill Act and various similar legislative proposals.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":10629,"prefix":null,"prefix_display":null,"first_name":"SCOTT","nickname":null,"middle_name":null,"last_name":"NELSON","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":1,"name":"SENATE"}]}],"conviction_disclosures":[],"foreign_entities":[],"affiliated_organizations":[]},{"url":"https://lda.gov/api/v1/filings/44680c9c-ea99-4458-ad0f-4c8bc0e87593/","filing_uuid":"44680c9c-ea99-4458-ad0f-4c8bc0e87593","filing_type":"Q1","filing_type_display":"1st Quarter - Report","filing_year":2026,"filing_period":"first_quarter","filing_period_display":"1st Quarter (Jan 1 - Mar 31)","filing_document_url":"https://lda.gov/filings/public/filing/44680c9c-ea99-4458-ad0f-4c8bc0e87593/print/","filing_document_content_type":"text/html","income":null,"expenses":"170000.00","expenses_method":"A","expenses_method_display":"A","posted_by_name":"Wayne Chopus, President & CEO","dt_posted":"2026-04-20T15:51:23-04:00","termination_date":null,"registrant_country":"United States of America","registrant_ppb_country":null,"registrant_address_1":"1717 K Street, NW","registrant_address_2":"Suite 900","registrant_different_address":true,"registrant_city":"Washington","registrant_state":"DC","registrant_zip":"20006","registrant":{"id":285494,"url":"https://lda.gov/api/v1/registrants/285494/","house_registrant_id":36990,"name":"INSURED RETIREMENT INSTITUTE","description":null,"address_1":"1717 K Street, NW","address_2":"Suite 900","address_3":null,"address_4":null,"city":"Washington","state":"DC","state_display":"District of Columbia","zip":"20006","country":"US","country_display":"United States of America","ppb_country":"US","ppb_country_display":"United States of America","contact_name":"PAUL RICHMAN","contact_telephone":"+1 202-469-3004","dt_updated":"2026-07-30T16:02:39.338642-04:00"},"client":{"id":176111,"url":"https://lda.gov/api/v1/clients/176111/","client_id":12,"name":"INSURED RETIREMENT INSTITUTE","general_description":null,"client_government_entity":false,"client_self_select":true,"state":"DC","state_display":"District of Columbia","country":"US","country_display":"United States of America","ppb_state":"DC","ppb_state_display":"District of Columbia","ppb_country":"US","ppb_country_display":"United States of America","effective_date":"2007-08-13"},"lobbying_activities":[{"general_issue_code":"INS","general_issue_code_display":"Insurance","description":"DOL - EBSA - Implementation of the Consolidated Appropriations Act, 2023, Division T - SECURE 2.0 Act of 2022 (Public Law No: 117-328). DOL - EBSA - Fiduciary Duties in Selecting Designated Investment Alternatives, RIN 1210-AC38. DOL - Proposed Rule on Automatic Portability Transactions Exemption - 29 CFR 255 (RIN 1210-AC21). Legislation to maintain and protect the diverse array of retirement plan structures. Legislation to provide favorable tax treatment for guaranteed lifetime income. Legislation to provide technical corrections and extension of effective dates to implement the SECURE 2.0 Act. Legislation and rulemaking affecting annuities, variable life products and retirement savings including Trump Administration and Congressional proposals on tax reform, ERISA, and securities laws. Legislation to clarify the annuity selection safe harbor (P.L.116-94, Div. O, Section 204) provides a plan sponsor with the same protections in selecting an annuity contract. Legislation to direct the SEC to allow the use of amended appropriate registration forms to authorize consistent registrations for non-variable products. Legislation to make a diverse slate of indexed and variable annuity contracts with guaranteed benefits eligible to be treated as QLACs to better meet the diverse needs of retirement savers. Legislation to make long-term care insurance tax-advantaged, accessible, and affordable. Legislation to provide balanced approach to regulating the use of AI by the insured retirement industry. Legislation to require defined contribution plans to offer participants the option to invest in protected, guaranteed lifetime income solutions for all or some of their account balances. Legislation to require plan fiduciaries to provide retirement income education to employees throughout their working years. Legislation to reform ERISA to reduce frivolous litigation. Proposals at the Department of Labor for increasing access to guaranteed, protected lifetime solutions. Proposals at the Department of Treasury/IRS for increasing access to guaranteed, protected lifetime income solutions. SEC - Implementation and Enforcement of Regulation BI and Form CRS. SEC - Implementation of Public Law No: 117-328, the Consolidated Appropriations Act, 2023, Division AA - Financial Services Matters, Title I-Registration for Index linked Annuities, Sec. 101. Parity for Registered Index-Linked Annuities Regarding Registration Rules. SEC - Final Rule - Registration for Index-Linked Annuities and Registered Market Value Adjustment Annuities; Amendments to Form N-4 for Index-Linked Annuities, Registered Market Value Adjustment Annuities, and Variable Annuities; Other Technical Amendments - 17 CFR Parts 230, 232, 239, and 274, RIN 3235-AN30. SEC/Treasury - Joint Proposed Rule by SEC & FinCEN - Customer Identification Programs for Registered Investment Advisers and Exempt Reporting Advisers - 17 CFR 275, 31 CFR 1032, RIN 1506-AB66, RIN 3235-AN34. Treasury - Request for Information on Uses, Opportunities, and Risks of Artificial Intelligence in the Financial Services Sector - 89 FR 50048. Treasury - FSOC - Joint Trade Effort to Restore 2019 Nonbank Financial Institution Guidance. FINRA - Regulatory Notice - 25-04 - Rule Modernization Review Proposal. FINRA - Regulatory Notice - 25-05 - Outside Business Activities Proposed Rule. FINRA - Regulatory Notice - 25-07 - Supporting Modern Member Workplaces. The President's Executive Order - Democratizing Access to Alternative Assets for 401(K) Investors (08/07/2025) (E.O. 14330). The Data Privacy Act (H.R.1165 - 118th Congress). The Empowering States to Protect Seniors from Bad Actors Act (H.R.5914 - 117th Congress). The E-SIGN Modernization Act of 2022 (S.3715 - 117th Congress). The General Accounts Product Clarifications Act (H.R.9515 - 117th Congress). The Lifetime Income for Employees Act of 2023 (H.R.3942 - 118th Congress). The SAFER Banking Act (S.2860 - 118th Congress). The Secure And Fair Enforcement (SAFE) Banking Act of 2023 (S.1323/H.R.2891 - 118th Congress). The Financial Fitness Act (H.R.8944-118th Congress). The Well-Being Insurance for Seniors to be at Home Act (H.R.2082-119th Congress). The Richard L. Trumka Protecting the Right to Organize (PRO) Act of 2025 (S.852/H.R.20 - 119th Congress). The Securing and Enabling Commerce Using Remote and Electronic (SECURE) Notarization Act of 2025 (S.1561/H.R.1777 - 119th Congress). The Auto Reenroll Act (S.1831/H.R.6729 - 119th Congress). The Retirement Investment Choice Act (H.R.5748 - 119th Congress). The Restoring Integrity on Fiduciary Duty Act (S.3086 - 119th Congress). The Saving for the Future Act (H.R.5887 - 119th Congress). The ERISA Litigation Reform Act (H.R.6084 - 119th Congress). The McCarran-Ferguson Protection Act (H.R.7130 - 119th Congress).","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":63574,"prefix":null,"prefix_display":null,"first_name":"PAUL","nickname":null,"middle_name":"JEFFREY","last_name":"RICHMAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":71044,"prefix":null,"prefix_display":null,"first_name":"JOHN","nickname":null,"middle_name":null,"last_name":"JENNINGS","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":188,"name":"Internal Revenue Service (IRS)"},{"id":38,"name":"Labor, Dept of (DOL)"},{"id":88,"name":"Securities & Exchange Commission (SEC)"},{"id":1,"name":"SENATE"},{"id":41,"name":"Treasury, Dept of"}]},{"general_issue_code":"RET","general_issue_code_display":"Retirement","description":"Amends IRS Code to establish Auto Reenrollment Tax Credit (S.2512 - 118th Congress). DOL - EBSA - Implementation of the Consolidated Appropriations Act, 2023, Division T - SECURE 2.0 Act of 2022 (Public Law No: 117-328). DOL - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). DOL - Proposed Rule on Automatic Portability Transactions Exemption - 29 CFR 255 (RIN 1210-AC21). DOL Guidance on Pension‑Linked Emergency Savings Accounts. DOL - EBSA - Final Rule - Prohibited Transaction Class Exemption 84-14 for Transactions Determined by Independent Qualified Professional Asset Managers (the QPAM Exemption) (RIN 1210-ZA07). DOL- EBSA - Proposed Rule - Pooled Employer Plans: Big Plans for Small Businesses (RIN 1210-AC10). DOL - Joint Trade Letter to Chavez-DeRemer - ERISA Litigation Reform-Reduction. DOL - EBSA - Fiduciary Duties in Selecting Designated Investment Alternatives, RIN 1210-AC38. DOL - EBSA - Requirement To Provide Paper Statements in Certain Cases-Amendments to Electronic Disclosure Safe Harbors. DOL - WH - Employee or Independent Contractor Status Under the Fair Labor Standards Act, Family and Medical Leave Act, and Migrant and Seasonal Agricultural Worker Protection Act, RIN 1235-AA46 (2026). Joint Resolution providing for congressional disapproval of the Department of Labors Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights Rule (S.J.Res.8/H.J. Res.30 - 118th Congress). Legislation and rulemaking affecting 403(b) retirement plans and federal and state regulations governing their administration and operation. Legislation establishing a federal regulatory framework to oversee the cryptocurrency market in and use of cryptocurrency in retirement plans. Legislation to clarify Form 5500 reporting requirement for retirement plans filing under a Group of Plans. Legislation to maintain and protect the diverse array of retirement plan structures. Legislation to prohibit IRSs use of private debt collection agencies for individuals over the age of 65. Legislation to promote, preserve and maintain tax-deferred treatment of retirement savings. Legislation to provide favorable tax treatment for guaranteed lifetime income. Legislation to provide technical corrections and extension of effective dates to implement the SECURE 2.0 Act. Legislation and rulemaking affecting annuities, variable life products and retirement savings including Trump Administration and Congressional proposals on tax reform, ERISA, and securities laws. Legislation to clarify the annuity selection safe harbor (P.L.116-94, Div. O, Section 204) provides a plan sponsor with the same protections in selecting an annuity contract. Legislation to direct the SEC to allow the use of amended appropriate registration forms to authorize consistent registrations for non-variable products. Legislation to ensure a balanced approach to the regulation of environmental, social, and governance investments. Legislation to increase protections and safeguards for personal financial information. Legislation to make a diverse slate of indexed and variable annuity contracts with guaranteed benefits eligible to be treated as QLACs to better meet the diverse needs of retirement savers. Legislation to make long-term care insurance tax-advantaged, accessible, and affordable. Legislation to provide balanced approach to regulating the use of AI by the insured retirement industry. Legislation to require defined contribution plans to offer participants the option to invest in protected, guaranteed lifetime income solutions for all or some of their account balances. Legislation to require inclusion of longevity risk language in annual plan notices. Legislation to require plan fiduciaries to provide retirement income education to employees throughout their working years. Legislation to reform ERISA to reduce frivolous litigation. Proposals at the Department of Labor for increasing access to guaranteed, protected lifetime solutions. Proposals at the Department of Labor to Rescind \"ESG Rule\" and Draft \"Anti-ESG Rule.\" Proposals at the Department of Treasury/IRS for increasing access to guaranteed, protected lifetime income solutions. SEC - FINRA - Proposed Rule Change to Extend the Effectiveness of Temporary FINRA Rule 3110.17 - SR-FINRA-2021-023. SEC - Implementation and Enforcement of Regulation BI and Form CRS. SEC - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). SEC - Implementation of Public Law No: 117-328, the Consolidated Appropriations Act, 2023, Division AA - Financial Services Matters, Title I-Registration for Index linked Annuities, Sec. 101. Parity for Registered Index-Linked Annuities Regarding Registration Rules. SEC - Final Rule - Registration for Index-Linked Annuities and Registered Market Value Adjustment Annuities; Amendments to Form N-4 for Index-Linked Annuities, Registered Market Value Adjustment Annuities, and Variable Annuities; Other Technical Amendments - 17 CFR Parts 230, 232, 239, and 274, RIN 3235-AN30. The President's Executive Order - Democratizing Access to Alternative Assets for 401(K) Investors (08/07/2025) (E.O. 14330). The Data Privacy Act (H.R.1165 - 118th Congress). The Empowering States to Protect Seniors from Bad Actors Act (H.R.5914 - 117th Congress). The E-SIGN Modernization Act of 2022 (S.3715 - 117th Congress). The Financial Freedom Act of 2023 (S.427/H.R.1177 - 118th Congress). The Financial Innovation and Technology for the 21st Century Act (H.R.4763 - 118th Congress). The General Accounts Product Clarifications Act (H.R.9515 - 117th Congress). The Lifetime Income for Employees Act of 2023 (H.R.3942 - 118th Congress). The Lummis-Gillibrand Responsible Financial Innovation Act (S.2281 - 118th Congress). The Portable Benefits for Independent Workers Pilot Program Act (S.1696/H.R.3482 - 118th Congress). The RETIRE Act (H.R. 5339 - 118th Congress). The SAFER Banking Act (S.2860 - 118th Congress). The Secure And Fair Enforcement (SAFE) Banking Act of 2023 (S.1323/H.R.2891 - 118th Congress). The Small Business Tax Fairness Act (S.2387 - 117th Congress). The Small Businesses Add Value for Employees (SAVE) Act (H.R.4637 - 115th Congress). The Expanding Access to Retirement Savings for Caregivers Act (H.R.6772 - 118th Congress). The Elder Justice Reauthorization and Modernization Act of 2023 (S.1198/H.R.2718-118th Congress). The Ensuring Sound Guidance Act (S.2282/H.R.4237 - 118th Congress). The Expanding Access to Capital Act (H.R.2799-118th Congress). The Financial Fitness Act (H.R.8944-118th Congress). The Empowering Main Street in America Act (S.5139-118th Congress). The Catching Up Family Caregivers Act (S.5149/H.R.9764-118th Congress). The Improving Retirement Security for Family Caregivers Act (S.5148/H.R.9765-118th Congress). The Retirement Fairness for Charities and Educational Institutions Act of 2025 (S.424/H.R.1013-119th Congress). The GUARD Act (H.R.2978-119th Congress). The Protecting Prudent Investment of Retirement Savings Act (H.R.2988 - 119th Congress). The Retirement Proxy Protection Act (H.R. 1996 - 119th Congress). The Retirement Savings for Americans Act (S.1526/H.R.2696 - 119th Congress). The Balancing the Scales Act (H.R.2958 - 119th Congress). The EBSA Investigations Transparency Act (H.R.2869 - 119th Congress). The Employee Ownership Fairness Act (S.1727 - 119th Congress). The Employee Ownership Financing Act (S.2458 - 119th Congress). The Employee Ownership Representation Act (S.1728 - 119th Congress). The Financial Exploitation Prevention Act of 2025 (S.2840/H.R.2478 - 119th Congress). The Helping Young Americans Save for Retirement Act (H.R.4718/S.1707 - 119th Congress). The Improving Disclosure for Investors Act 2024/2025 (S.1877/H.R.2441 - 119th Congress). The Independent Retirement Fairness Act (S.2217 - 119th Congress). The Promotion and Expansion of Private Employee Ownership Act (S.2461 - 119th Congress). The Richard L. Trumka Protecting the Right to Organize (PRO) Act of 2025 (S.852/H.R.20 - 119th Congress). The Securing and Enabling Commerce Using Remote and Electronic (SECURE) Notarization Act of 2025 (S.1561/H.R.1777 - 119th Congress). The Unlocking Benefits for Independent Workers Act (S.2210 - 119th Congress). The Auto Reenroll Act (S.1831/H.R.6729 - 119th Congress). The Automatic IRA Act of 2025 (H.R.6722-119th Congress). The ERISA Litigation Reform Act (H.R.6084 - 119th Congress). The Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 (H.R.3383 - 119th Congress). The Providing Complete Information to Retirement Investors Act (S.3083 - 119th Congress). The Restoring Integrity on Fiduciary Duty Act (S.3086 - 119th Congress). The Retirement Investment Choice Act (H.R.5748 - 119th Congress). The Saving for the Future Act (H.R.5887 - 119th Congress). The Retirement Simplification and Clarity Act (H.R. 6324 - 119th Congress). The Senior Security Act (S.4055/H.R.1469-119th Congress). The Small Nonprofit Retirement Security Act (S.2365/H.R.4548 - 119th Congress). The Pensions for All Act (S.2335/H.R.7556 - 119th Congress). Treasury - IRS - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). Treasury - IRS - Implementation of Public Law No: 117-328, the Consolidated Appropriations Act, 2023, Division T - SECURE 2.0 Act of 2022. Treasury - Request for Information on Financial Inclusion - 88 FR 88702 - Treas-Do-2023-0014. Treasury - FSOC - Joint Trade Effort to Restore 2019 Nonbank Financial Institution Guidance.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":63574,"prefix":null,"prefix_display":null,"first_name":"PAUL","nickname":null,"middle_name":"JEFFREY","last_name":"RICHMAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":71044,"prefix":null,"prefix_display":null,"first_name":"JOHN","nickname":null,"middle_name":null,"last_name":"JENNINGS","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":188,"name":"Internal Revenue Service (IRS)"},{"id":38,"name":"Labor, Dept of (DOL)"},{"id":88,"name":"Securities & Exchange Commission (SEC)"},{"id":1,"name":"SENATE"},{"id":41,"name":"Treasury, Dept of"}]},{"general_issue_code":"TAX","general_issue_code_display":"Taxation/Internal Revenue Code","description":"Amends IRS Code to establish Auto Reenrollment Tax Credit (S.2512 - 118th Congress). DOL - EBSA - Implementation of the Consolidated Appropriations Act, 2023, Division T - SECURE 2.0 Act of 2022 (Public Law No: 117-328). DOL - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). DOL Guidance on Pension‑Linked Emergency Savings Accounts. DOL - EBSA - Final Rule - Prohibited Transaction Class Exemption 84-14 for Transactions Determined by Independent Qualified Professional Asset Managers (the QPAM Exemption) (RIN 1210-ZA07). DOL - EBSA - Proposed Rule - Pooled Employer Plans: Big Plans for Small Businesses (RIN 1210-AC10). DOL - EBSA - Fiduciary Duties in Selecting Designated Investment Alternatives, RIN 1210-AC38. DOL - EBSA - Requirement To Provide Paper Statements in Certain Cases-Amendments to Electronic Disclosure Safe Harbors. DOL - WH - Employee or Independent Contractor Status Under the Fair Labor Standards Act, Family and Medical Leave Act, and Migrant and Seasonal Agricultural Worker Protection Act, RIN 1235-AA46 (2026). The President's Executive Order - Democratizing Access to Alternative Assets for 401(K) Investors (08/07/2025) (E.O. 14330). Legislation and rulemaking affecting 403(b) retirement plans and federal and state regulations governing their administration and operation. Legislation to prohibit IRSs use of private debt collection agencies for individuals over the age of 65. Legislation to promote, preserve and maintain tax-deferred treatment of retirement savings. Legislation to provide favorable tax treatment for guaranteed lifetime income. Legislation to provide technical corrections and extension of effective dates to implement the SECURE 2.0 Act. Legislation and rulemaking affecting annuities, variable life products and retirement savings including Trump Administration and Congressional proposals on tax reform, ERISA, and securities laws. Legislation to make a diverse slate of indexed and variable annuity contracts with guaranteed benefits eligible to be treated as QLACs to better meet the diverse needs of retirement savers. Legislation to make long-term care insurance tax-advantaged, accessible, and affordable. Legislation to require defined contribution plans to offer participants the option to invest in protected, guaranteed lifetime income solutions for all or some of their account balances. Proposals at the Department of Labor for increasing access to guaranteed, protected lifetime solutions. Proposals at the Department of Labor to Rescind \"ESG Rule\" and Draft \"Anti-ESG Rule.\" Proposals at the Department of Treasury/IRS for increasing access to guaranteed, protected lifetime income solutions. SEC - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). SEC/Treasury - Joint Proposed Rule by SEC & FinCEN - Customer Identification Programs for Registered Investment Advisers and Exempt Reporting Advisers - 17 CFR 275, 31 CFR 1032, RIN 1506-AB66, RIN 3235-AN34. The Lifetime Income for Employees Act of 2023 (H.R.3942 - 118th Congress). The Portable Benefits for Independent Workers Pilot Program Act (S.1696/H.R.3482 - 118th Congress). The Small Business Tax Fairness Act (S.2387 - 117th Congress). The Small Businesses Add Value for Employees (SAVE) Act (H.R.4637 - 115th Congress). To amend the Internal Revenue Code of 1986 to permit the rollover contributions from Roth IRAs to designated Roth accounts (H.R.6757 - 118th Congress). The Expanding Access to Retirement Savings for Caregivers Act (H.R.6772 - 118th Congress). The Catching Up Family Caregivers Act (S.5149/H.R.9764-118th Congress). The Improving Retirement Security for Family Caregivers Act (S.5148/H.R.9765-118th Congress). The Well-Being Insurance for Seniors to be at Home Act (H.R.2082-119th Congress). The Generating Retirement Ownership through Long-Term Holding Act (S.1839/H.R.2089 - 119th Congress). The Retirement Savings for Americans Act (S.1526/H.R.2696 - 119th Congress). The Tax Relief for Victims of Crimes, Scams, and Disasters Act (S.1773/H.R.3469 - 119th Congress). The Financial Exploitation Prevention Act of 2025 (S.2840/H.R.2478 - 119th Congress). The Helping Young Americans Save for Retirement Act (H.R.4718/S.1707 - 119th Congress). The Promotion and Expansion of Private Employee Ownership Act (S.2461 - 119th Congress). The Protecting Prudent Investment of Retirement Savings Act (H.R.2988 - 119th Congress). The Securing and Enabling Commerce Using Remote and Electronic (SECURE) Notarization Act of 2025 (S.1561/H.R.1777 - 119th Congress). The Auto Reenroll Act (S.1831/H.R.6729 - 119th Congress). The Automatic IRA Act of 2025 (H.R.6722-119th Congress). The Saving for the Future Act (H.R.5887 - 119th Congress). The Retirement Simplification and Clarity Act (H.R. 6324 - 119th Congress). The Small Nonprofit Retirement Security Act (S.2365/H.R.4548 - 119th Congress). The Pensions for All Act (S.2335/H.R.7556 - 119th Congress). Treasury - IRS - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). Treasury - IRS - Implementation of Public Law No: 117-328, the Consolidated Appropriations Act, 2023, Division T - SECURE 2.0 Act of 2022. Treasury - Request for Information on Uses, Opportunities, and Risks of Artificial Intelligence in the Financial Services Sector - 89 FR 50048. Treasury - FinCEN - Final Rule on AML/CFT Program and Suspicious Activity Report Filing Requirements for RIAs and Exempt Reporting Advisers (RIN 1506-AB58). Treasury - IRS - Final Rule Required Minimum Distributions - 87 FR 10504, 26 CFR 1 and 26 CFR 54, REG-105954-20 (RIN 1545-BP82). Treasury - FSOC - Joint Trade Effort to Restore 2019 Nonbank Financial Institution Guidance.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":63574,"prefix":null,"prefix_display":null,"first_name":"PAUL","nickname":null,"middle_name":"JEFFREY","last_name":"RICHMAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":71044,"prefix":null,"prefix_display":null,"first_name":"JOHN","nickname":null,"middle_name":null,"last_name":"JENNINGS","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":188,"name":"Internal Revenue Service (IRS)"},{"id":38,"name":"Labor, Dept of (DOL)"},{"id":88,"name":"Securities & Exchange Commission (SEC)"},{"id":1,"name":"SENATE"},{"id":41,"name":"Treasury, Dept of"}]},{"general_issue_code":"FIN","general_issue_code_display":"Financial Institutions/Investments/Securities","description":"DOL - Proposed Rule on Automatic Portability Transactions Exemption - 29 CFR 255 (RIN 1210-AC21). DOL - EBSA - Fiduciary Duties in Selecting Designated Investment Alternatives, RIN 1210-AC38. FINRA - Regulatory Notice - 25-04 - Rule Modernization Review Proposal. FINRA - Regulatory Notice - 25-05 - Outside Business Activities Proposed Rule. FINRA - Regulatory Notice - 25-07 - Supporting Modern Member Workplaces. Legislation establishing a federal regulatory framework to oversee the cryptocurrency market in and use of cryptocurrency in retirement plans. Legislation to provide favorable tax treatment for guaranteed lifetime income. Legislation and rulemaking affecting annuities, variable life products and retirement savings including Trump Administration and Congressional proposals on tax reform, ERISA, and securities laws. Legislation to direct the SEC to allow the use of amended appropriate registration forms to authorize consistent registrations for non-variable products. Legislation to ensure a balanced approach to the regulation of environmental, social, and governance investments. Legislation to increase protections and safeguards for personal financial information. Legislation to make a diverse slate of indexed and variable annuity contracts with guaranteed benefits eligible to be treated as QLACs to better meet the diverse needs of retirement savers. Legislation to provide balanced approach to regulating the use of AI by the insured retirement industry. Proposals at the Department of Labor for increasing access to guaranteed, protected lifetime solutions. Proposals at the Department of Labor to Rescind \"ESG Rule\" and Draft \"Anti-ESG Rule.\" Proposals at the Department of Treasury/IRS for increasing access to guaranteed, protected lifetime income solutions. SEC - Implementation and Enforcement of Regulation BI and Form CRS. SEC - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). SEC - Implementation of Public Law No: 117-328, the Consolidated Appropriations Act, 2023, Division AA - Financial Services Matters, Title I-Registration for Index linked Annuities, Sec. 101. Parity for Registered Index-Linked Annuities Regarding Registration Rules. SEC/Treasury - Joint Proposed Rule by SEC & FinCEN - Customer Identification Programs for Registered Investment Advisers and Exempt Reporting Advisers - 17 CFR 275, 31 CFR 1032, RIN 1506-AB66, RIN 3235-AN34. SEC - Final Rule - Registration for Index-Linked Annuities and Registered Market Value Adjustment Annuities; Amendments to Form N-4 for Index-Linked Annuities, Registered Market Value Adjustment Annuities, and Variable Annuities; Other Technical Amendments - 17 CFR Parts 230, 232, 239, and 274, RIN 3235-AN30. The President's Executive Order - Democratizing Access to Alternative Assets for 401(K) Investors (08/07/2025) (E.O. 14330). The Data Privacy Act (H.R.1165 - 118th Congress). The Empowering States to Protect Seniors from Bad Actors Act (H.R.5914 - 117th Congress). The E-SIGN Modernization Act of 2022 (S.3715 - 117th Congress). The Financial Freedom Act of 2023(S.427/H.R.1177 - 118th Congress). The Financial Innovation and Technology for the 21st Century Act (H.R.4763 - 118th Congress). The Improving Corporate Governance Through Diversity Act of 2023 (S.2007/H.R.4177 - 118th Congress). The Lummis-Gillibrand Responsible Financial Innovation Act (S.2281 - 118th Congress). The No Discrimination in My Benefits Act (H.R.5338 - 118th Congress). The RETIRE Act (H.R.5339 - 118th Congress). The Retirement Proxy Protection Act (H.R.5337 - 118th Congress). The SAFER Banking Act (S.2860 - 118th Congress). The Secure And Fair Enforcement (SAFE) Banking Act of 2023 (S.1323/H.R.2891 - 118th Congress). The Elder Justice Reauthorization and Modernization Act of 2023 (S.1198/H.R.2718-118th Congress). The Ensuring Sound Guidance Act (S.2282/H.R.4237 - 118th Congress). The Expanding Access to Capital Act (H.R.2799-118th Congress). The Empowering Main Street in America Act (S.5139-118th Congress). The Retirement Fairness for Charities and Educational Institutions Act of 2025 (S.424/H.R.1013-119th Congress). The Protecting Prudent Investment of Retirement Savings Act (H.R.2988 - 119th Congress). The Tax Relief for Victims of Crimes, Scams, and Disasters Act (S.1773/H.R.3469 - 119th Congress). The Financial Exploitation Prevention Act of 2025 (S.2840/H.R.2478 - 119th Congress). The Helping Young Americans Save for Retirement Act (H.R.4718/S.1707 - 119th Congress). The Improving Disclosure for Investors Act 2024/2025(S.1877/H.R.2441-119th Congress). The Securing and Enabling Commerce Using Remote and Electronic (SECURE) Notarization Act of 2025 (S.1561/H.R.1777 - 119th Congress). The Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 (H.R.3383 - 119th Congress). The Retirement Investment Choice Act (H.R.5748 - 119th Congress). The Senior Security Act (S.4055/H.R.1469-119th Congress). Treasury - IRS - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). Treasury - Request for Information on Uses, Opportunities, and Risks of Artificial Intelligence in the Financial Services Sector - 89 FR 50048. Treasury - FSOC - Joint Trade Effort to Restore 2019 Nonbank Financial Institution Guidance.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":63574,"prefix":null,"prefix_display":null,"first_name":"PAUL","nickname":null,"middle_name":"JEFFREY","last_name":"RICHMAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":71044,"prefix":null,"prefix_display":null,"first_name":"JOHN","nickname":null,"middle_name":null,"last_name":"JENNINGS","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":188,"name":"Internal Revenue Service (IRS)"},{"id":38,"name":"Labor, Dept of (DOL)"},{"id":88,"name":"Securities & Exchange Commission (SEC)"},{"id":1,"name":"SENATE"},{"id":41,"name":"Treasury, Dept of"}]}],"conviction_disclosures":[],"foreign_entities":[],"affiliated_organizations":[]},{"url":"https://lda.gov/api/v1/filings/0d05661b-feed-4188-84af-bcc2136a9d12/","filing_uuid":"0d05661b-feed-4188-84af-bcc2136a9d12","filing_type":"Q1","filing_type_display":"1st Quarter - Report","filing_year":2026,"filing_period":"first_quarter","filing_period_display":"1st Quarter (Jan 1 - Mar 31)","filing_document_url":"https://lda.gov/filings/public/filing/0d05661b-feed-4188-84af-bcc2136a9d12/print/","filing_document_content_type":"text/html","income":null,"expenses":"1440000.00","expenses_method":"A","expenses_method_display":"A","posted_by_name":"Sam Whitfield Jr.","dt_posted":"2026-04-20T16:45:03-04:00","termination_date":null,"registrant_country":"United States of America","registrant_ppb_country":null,"registrant_address_1":"555 12TH STREET NW, #550","registrant_address_2":null,"registrant_different_address":false,"registrant_city":"WASHINGTON","registrant_state":"DC","registrant_zip":"20004","registrant":{"id":26854,"url":"https://lda.gov/api/v1/registrants/26854/","house_registrant_id":30265,"name":"AMERICAN PROPERTY CASUALTY INSURANCE ASSOCIATION FKA PROPERTY CASUALTY INSURERS ASSOC. 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270 Federal Natural Disaster Mitigation Commission H.R. 753 Wildfire Forecasting S.306 Wildfire Forecasting S. 350 Wildfire Resiliency H.R. 1045 Forest Health and Wildfire Institute S. 372 Climate Disaster Mitigation S. 388 Strengthening Building Codes S. 395 Wildfire Prevention Projects S. 602 Wildfire Mitigation H.R. 1932 Implementation of Recommendations from the Wildland Fire Mitigation and Management Commission H.R. 471 Fix Our Forests Act H.R. 1105 Disaster Resiliency S. 453 Wildfire Coordination H.R. 1093 Natural Disaster Mitigation S. 258 Tornado Prediction S. 613 Improving Flood and Agricultural Forecasts S. 902 Wildfire Response and Preparedness S. 441 Wildfire Readiness S. 160 Aerial Firefighting Enhancement H.R. 164 Wildfire Mitigation H.R. 3816 Natural Disaster Mitigation H.R. 3889 Wildfire Mitigation H.R. 3922 Wildfire Mitigation H.R. 3923 Wildfire Mitigation H.R. 3924 Wildfire Mitigation S. 1429 Wildfire Mitigation S. 1462 Wildfire Mitigation S. 1545 Disaster Insurance S. 1981 Wildfire Mitigation S. 2038 Wildfire Mitigation S. 2039 Wildfire Mitigation S. 2033 Wildfire Mitigation H.R. 4239 Weather and Disaster Mitigation H.R. 4302 Weather and Disaster Mitigation H.R. 4338 Weather and Disaster Mitigation H.R. 4414 Weather and Disaster Mitigation H.R. 4426 Weather and Disaster Mitigation H.R. 4482 Weather and Disaster Mitigation H.R. 4497 Major Disaster Designation H.R. 4504 Federal Insurance Mandates H.R. 4669 Weather and Disaster Mitigation H.R. 4852 Wildfire Mitigation H.R. 4990 Wildfire Mitigation H.R. 4992 Weather and Disaster Mitigation H.R. 5002 Weather and Disaster Mitigation S. 2247 Weather and Disaster Mitigation S. 2331 Major Disaster Designation S. 2349 Federal Insurance Mandates S. 2430 Wildfire Study S. 2583 Weather and Disaster Mitigation H.R. 5782 Wildfire Mitigation H.R. 6274 Weather and Disaster Mitigation S. 1626 Weather and Disaster Mitigation S. 3527 Weather and Disaster Mitigation H.R. 7578 Forest Management H.R. 7829 Disaster Relief H.Res. 980 Wildfire Mitigation S. 3590 Clean Air and Water S. 3609 Wildfire Resilience S. 3895 Disaster Relief S. 3923 Weather Forecasting S. 3961 Disaster Relief S. 4248 Flood 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Flood Insurance H.R. 5633 Crop Insurance S. 2266 Federal Insurance Mandates S. 2313 Flood Insurance S. 2528 Artificial Intelligence S. 2538 Flood Mitigation S. 2931 Flood Insurance S. 2946 Flood Insurance H.R. 5961 Flood Insurance H.R. 6025 Housing/Insurance H.R. 6256 Disaster Planning/Emergencies/Insurance H.R. 6934 Disaster Planning/Emergencies/Insurance S. 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Federally Declared Disasters H.R. 948 To Provide a Refundable Credit Against Tax for Wildfire Mitigation Expenditures S. 586 A Refundable Credit to Offset Flood Insurance Premiums H.R. 1481 To Ensure Sufficient Capital to Cover Catastrophic Insurance Losses S. 796 To Repeal the Corporate Alternative Minimum Tax H.R. 1849 To Provide for the Exclusion from Gros Income of Amounts Received from State-based Catastrophe Loss Mitigation Programs S. 1323 Tax Treatment for Disaster Mitigation","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":66651,"prefix":null,"prefix_display":null,"first_name":"MONA","nickname":null,"middle_name":null,"last_name":"DOOLEY","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":71287,"prefix":null,"prefix_display":null,"first_name":"DAVID","nickname":null,"middle_name":"F","last_name":"PEARCE","suffix":"jr","suffix_display":"JR"},"covered_position":null,"new":false},{"lobbyist":{"id":70632,"prefix":null,"prefix_display":null,"first_name":"BRETT","nickname":null,"middle_name":null,"last_name":"HEWITT","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":73356,"prefix":null,"prefix_display":null,"first_name":"STEF","nickname":null,"middle_name":null,"last_name":"ZIELEZIENSKI","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":106613,"prefix":null,"prefix_display":null,"first_name":"THERESA","nickname":null,"middle_name":null,"last_name":"PETTIGREW","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":150962,"prefix":null,"prefix_display":null,"first_name":"SAM","nickname":null,"middle_name":null,"last_name":"WHITFIELD","suffix":"jr","suffix_display":"JR"},"covered_position":null,"new":false}],"government_entities":[{"id":2,"name":"HOUSE 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Discussed support for reauthorizing the Rural and Municipal Utility Grant and Technical Assistance (RMUC) Program as authorized in section 40124 of the Infrastructure Investment and Jobs Act of 2021. Discussed support for H.R. 7266, the Rural and Municipal Utility Cybersecurity Act (all provisions) to reauthorize the Rural and Municipal Utility Grant and Technical Assistance (RMUC) Program as authorized in section 40124 of the Infrastructure Investment and Jobs Act of 2021. Discussed support for S. 2983, the Protecting America from Cyber Threats Act (all provisions), to reauthorize the Cybersecurity Information Security Act of 2015 (CISA 2015). Discussed support for a replacement to the Critical Infrastructure Partnership Advisory Council at the Department of Homeland Security to facilitate interaction between governmental entities and representatives from the community of critical infrastructure owners and operators. (no legislation). Discussed support for H.R. 7258, the Energy Emergency Leadership Act, to elevate the Department of Energys energy emergency and cybersecurity responsibilities by requiring those critical functions to be led by a Senate-confirmed Assistant Secretary (all provisions). Discussed support for H.R. 2160/S. 1183, the Maintaining and Enhancing Hydroelectricity and River Restoration Act, to establish tax credits environmental and safety upgrades at non-federal hydropower projects (all provisions). Discussed general APPA support for hydropower licensing and relicensing reform, including amending section 4(e) of the Federal Power Act (16 USC ch. 12) to limit mandatory conditions and fishway prescriptions and section 241 of the Energy Policy Act of 2005 (P.L. 109-58) to extend trial-type hearing rights to alternative conditions under section 33 of the Federal Power Act (no legislation). Discussed the need to amend sections 4(e) and 18 of the Federal Power Act so that mandatory conditions and fishway prescriptions address only direct project effects, like those from the construction, operation, or maintenance of the licensed project (no legislation). Discussed support for S. 3518, the Fair Licensing for Operations of Water Structures (FLOWS) Act of 2025, to amend the Federal Power Act to address certain alterations in, and the maintenance and repair of, project works, to provide for the licensing of micro hydrokinetic energy projects (all provisions). Discussed support for H.R. 2072, the Build More Hydro Act, to require the Federal Energy Regulatory Commission to extend the period during which licensees are required to commence construction of certain hydropower projects (all provisions). Discussed H.R. 7940, the Safeguarding Aquatic Fisheries and Ecosystem (SAFE) Pathways Act, to amend the Federal Power Act to require the consideration of invasive species when prescribing fishways. Discussed the need for permitting reform, including changes to the National Environmental Policy Act (NEPA) and other environmental statutes, to help expedite the siting and permitting of energy projects to meet rising electricity demand (no legislation). Discussed concerns with sections 401 and 402 in S. 4753, the Energy Permitting Reform Act of 2024, which would expand the Federal Energy Regulatory Commissions jurisdiction over non-jurisdictional entities under section 201(f) of the Federal Power Act. Discussed how interregional transmission planning should be left to each region of the country rather than imposing a one-size-fits-all federal mandate for each region to maintain a minimum level of transfer capability with its neighbors (no legislation). Discussed maintaining the existing beneficiary-pays cost allocation principle for transmission under the Federal Power Act to require the costs of a transmission project to be allocated to beneficiaries in a way that is roughly commensurate with the estimated benefits (no legislation). Discussed general support for legislation that would remove duplicative NEPA requirements for the National Interest Electric Transmission Corridor designation and siting processes (no legislation). Discussed H.R. 7786, the SPEED & Reliability Act (all provisions), from the 118th Congress, to remove duplicative NEPA requirements for the National Interest Electric Transmission Corridor designation and siting processes. Discussed concerns with H.R. 5600, the SPEED & Reliability Act (all provisions), to remove duplicative NEPA requirements for the National Interest Electric Transmission Corridor designation and siting processes. Discussed support for H.R. 3616/S. 3034, the Reliable Power Act, to give FERC the authority to determine and mitigate the significant reliability impacts of major federal regulations (all provisions). Discussed the role of grid enhancing technologies in transmission and virtual power plants (no legislation). Discussed grid enhancing technologies and their potential ability to improve grid reliability but should only be deployed where there are clear reliability and consumer benefits (no legislation). Discussed H.R. 7977, the transmission provisions in the Energy Bills Relief Act. Discussed support for joint ownership of transmission facilities to help facilitate transmission development while keeping costs affordable for electricity customers (no legislation). Discussed S. 3947, the REWIRE Act, section 3, to provide categorical exclusions for transmission projects that increase grid capacity in existing rights-of-way by reconductoring, using grid enhancing technologies, and deploying energy storage, and section 4, to increase return on equity for reconductoring using advanced conductors. Provided feedback on draft transmission legislation to make changes to the Federal Power Act that would, among other things, expand the Federal Energy Regulatory Commissions authority over public power utilities and increase costs for their customers. Discussed H.R. 7329, the Fighting for Reliable Energy and Ending Doubt for Open Markets (FREEDOM) Act, to amend the Energy Act of 2020, the Geothermal Steam Act of 1970, the Energy Policy Act of 2005, and the Mineral Leasing Act to streamline the leasing and permitting processes of federal agencies for certain energy and mineral projects, to clarify federal authorization requirements for certain projects on non-federal land, to establish enforceable federal authorization timelines and expedited judicial remedies, to limit federal actions halting fully permitted projects, to create a de-risking compensation program. Discussed the need for permitting reform efforts to be technology neutral (no bill). Discussed draft legislation, the Create Expedited Reviews to Transform American Infrastructure Now (CERTAIN) Act, to reduce permitting delays and create a more predictable environment for infrastructure development (all provisions). Discussed Light Up Navajo project to get electricity to unserved families of the Navajo Nation (no legislation). Discussed ongoing grid hardening activities by public power utilities and needed additional investments (no legislation). Discussed potential federal funding for critical infrastructure hardening. Discussed the impact tariffs are having on public power utilities (no legislation). Discussed the impact of supply chain issues on public power utilities (no legislation). Discussed the impact from data centers on electricity prices to customers in communities that dont have data centers (FERC Docket RM26-4). Discussed strategies to address the growing burden of transmission costs, including joint ownership and the elimination of transmission incentives. Discussed wholesale electricity market development efforts in the West. Discussed the public power business model and FERCs jurisdiction over public power utilities under the Federal Power Act.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":62014,"prefix":null,"prefix_display":null,"first_name":"AMY","nickname":null,"middle_name":null,"last_name":"THOMAS","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":54805,"prefix":"ms","prefix_display":"MS.","first_name":"DESMARIE","nickname":null,"middle_name":"M","last_name":"WATERHOUSE","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":151014,"prefix":"mr","prefix_display":"MR.","first_name":"CLAYTON","nickname":null,"middle_name":"FIERY","last_name":"BRYAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":147103,"prefix":"mr","prefix_display":"MR.","first_name":"SAMUEL","nickname":null,"middle_name":null,"last_name":"OWEN","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":33,"name":"Energy, Dept of"},{"id":197,"name":"Federal Energy Regulatory Commission (FERC)"},{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":1,"name":"SENATE"},{"id":12,"name":"White House Office"}]},{"general_issue_code":"TAX","general_issue_code_display":"Taxation/Internal Revenue Code","description":"Discussed possible regulations to implement section 26 USC 7701(a)(51)(D)(i)(l)(dd), prohibited foreign entity debt test (15 percent). Discussed support of possible changes to 26 CFR 1.141-7, Special Rules for Output Facilities, to accommodate long-term customized commercial contracts. Discussed support for elective payment of energy tax credits in the Inflation Reduction Act (26 USC 6817) and the need for clarity from the Treasury Department on the implementation of section 26 USC 7701(a)(51), prohibited foreign entity debt test. Discussed support for H.R. 2160/S. 1183, the Maintaining and Enhancing Hydroelectricity and River Restoration Act, to establish tax credits environmental and safety upgrades at non-federal hydropower projects (all provisions). Discussed support for H.R. 1255, the Investing in Our Communities Act, legislation that would enable public power utilities to better manage the debt they use to finance critical infrastructure investments (all provisions). Discussed opposition to potential legislation to amend, in whole or in part, 26 USC 103, tax exemption for municipal bonds. Discussed support for potential legislation to increase the $10 million small issue threshold in 26 USC 265(b)(3) to $30 million.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":56859,"prefix":null,"prefix_display":null,"first_name":"JOHN","nickname":null,"middle_name":null,"last_name":"GODFREY","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":62014,"prefix":null,"prefix_display":null,"first_name":"AMY","nickname":null,"middle_name":null,"last_name":"THOMAS","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":54805,"prefix":"ms","prefix_display":"MS.","first_name":"DESMARIE","nickname":null,"middle_name":"M","last_name":"WATERHOUSE","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":147103,"prefix":"mr","prefix_display":"MR.","first_name":"SAMUEL","nickname":null,"middle_name":null,"last_name":"OWEN","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":1,"name":"SENATE"},{"id":41,"name":"Treasury, Dept of"},{"id":12,"name":"White House Office"}]},{"general_issue_code":"NAT","general_issue_code_display":"Natural Resources","description":"Discussed support for H.R. 471/S. 1462, the Fix Our Forests Act, including section 204 in the House bill to provide categorical exclusion for vegetation management along power line rights-of-way on federal lands. Discussed support for agency actions to expedite environmental reviews under the National Environmental Policy Act, Endangered Species Act, and National Historic Preservation Act to reduce the risk of wildfires. Discussed strict liability caps for wildfires on federal lands under the Forest Land Policy and Management Act (P.L. 94-579). Discussed the need for more consistency of land management practices at federal land management agencies, such as U.S. Forest Service and the Bureau of Land Management. Discussed support for comprehensive vegetation management practices along power line corridors on federal lands. Discussed Bonneville Power Administrations role in transmission in the Pacific Northwest (no legislation). Discussed the federal hydropower system in the Pacific Northwest (no legislation). Discussed support for adequate staffing levels at the federal Power Marketing Administrations (no legislation).","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":151014,"prefix":"mr","prefix_display":"MR.","first_name":"CLAYTON","nickname":null,"middle_name":"FIERY","last_name":"BRYAN","suffix":null,"suffix_display":null},"covered_position":null,"new":true},{"lobbyist":{"id":147103,"prefix":"mr","prefix_display":"MR.","first_name":"SAMUEL","nickname":null,"middle_name":null,"last_name":"OWEN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":62014,"prefix":null,"prefix_display":null,"first_name":"AMY","nickname":null,"middle_name":null,"last_name":"THOMAS","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":1,"name":"SENATE"},{"id":212,"name":"U.S. Forest Service"}]},{"general_issue_code":"BUD","general_issue_code_display":"Budget/Appropriations","description":"Discussed support for increased funding for the Low Income Home Energy Assistance Program (LIHEAP)(no legislation).","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":147103,"prefix":"mr","prefix_display":"MR.","first_name":"SAMUEL","nickname":null,"middle_name":null,"last_name":"OWEN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":62014,"prefix":null,"prefix_display":null,"first_name":"AMY","nickname":null,"middle_name":null,"last_name":"THOMAS","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":1,"name":"SENATE"}]},{"general_issue_code":"DIS","general_issue_code_display":"Disaster Planning/Emergencies","description":"Discussed support for H.R. 4669, the FEMA Act (all provisions), including section 101 on rebuilding public infrastructure. Discussed support for H.R. 2672, the FEMA Loan Interest Payment Relief Act (all provisions) to provide financial assistance to a local government or electric cooperative as reimbursement for interest paid on a loan used for emergency or disaster recovery activities later paid for by FEMA assistance. Discussed support for its reintroduction in the 119th Congress. Discussed support for H.R. 164, the Promoting Opportunities to Widen Electrical Resilience (POWER) Act of 2025, to authorize electric utilities receiving certain emergency assistance for the restoration of power to also carry out cost-effective hazard mitigation activities in combination with the power restoration activities.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":56859,"prefix":null,"prefix_display":null,"first_name":"JOHN","nickname":null,"middle_name":null,"last_name":"GODFREY","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":62014,"prefix":null,"prefix_display":null,"first_name":"AMY","nickname":null,"middle_name":null,"last_name":"THOMAS","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":54805,"prefix":"ms","prefix_display":"MS.","first_name":"DESMARIE","nickname":null,"middle_name":"M","last_name":"WATERHOUSE","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":147103,"prefix":"mr","prefix_display":"MR.","first_name":"SAMUEL","nickname":null,"middle_name":null,"last_name":"OWEN","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":33,"name":"Energy, Dept of"},{"id":2,"name":"HOUSE OF REPRESENTATIVES"}]},{"general_issue_code":"ENV","general_issue_code_display":"Environment/Superfund","description":"Discussed support for H.R. 4776, the SPEED Act, to reform permitting processes under the National Environmental Policy Act (all provisions). Discussed support for H.R. 4503, the ePermit Act, to digitize the federal permitting process for environmental reviews. Discussed support of reforms to the Endangered Species Act that would change the definition of habitat (no legislation). Discussed how the Endangered Species Act impacts energy infrastructure projects (no legislation). Discussed H.R. 1897, the Endangered Species Act Amendments of 2025 (all provisions). Discussed the Environmental Protection Agencys reconsideration of the 2024 Coal Combustion Residuals Legacy rule regarding the disposal of coal combustion residuals and impoundments (RIN: 2050-AH39).","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":62014,"prefix":null,"prefix_display":null,"first_name":"AMY","nickname":null,"middle_name":null,"last_name":"THOMAS","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":151014,"prefix":"mr","prefix_display":"MR.","first_name":"CLAYTON","nickname":null,"middle_name":"FIERY","last_name":"BRYAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":147103,"prefix":"mr","prefix_display":"MR.","first_name":"SAMUEL","nickname":null,"middle_name":null,"last_name":"OWEN","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":33,"name":"Energy, Dept of"},{"id":49,"name":"Environmental Protection Agency (EPA)"},{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":1,"name":"SENATE"}]},{"general_issue_code":"COM","general_issue_code_display":"Communications/Broadcasting/Radio/TV","description":"Discussed concerns with section 102 of the H.R. 2289, the Proportional Review for Broadband Deployment Act, to use section 253 of the Communications Act of 1934 to effectively expand federal control over public power pole attachments. Discussed how the pole attachment process works for public power utilities (no legislation). Discussed reinforcing the municipal exemption from federal regulation of public power utility pole attachments under section 224 of the Communications Act of 1934. Discussed the potential impact of spectrum auctions on the use of the six gigahertz band, which is used for communications for critical infrastructure (no bill).","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":151014,"prefix":"mr","prefix_display":"MR.","first_name":"CLAYTON","nickname":null,"middle_name":"FIERY","last_name":"BRYAN","suffix":null,"suffix_display":null},"covered_position":null,"new":true},{"lobbyist":{"id":54805,"prefix":"ms","prefix_display":"MS.","first_name":"DESMARIE","nickname":null,"middle_name":"M","last_name":"WATERHOUSE","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":62014,"prefix":null,"prefix_display":null,"first_name":"AMY","nickname":null,"middle_name":null,"last_name":"THOMAS","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":33,"name":"Energy, Dept of"},{"id":2,"name":"HOUSE OF REPRESENTATIVES"}]},{"general_issue_code":"CAW","general_issue_code_display":"Clean Air and Water (quality)","description":"Discussed support for H.R. 3898, the PERMIT Act, to improve the permitting process for infrastructure projects under the Clean Water Act, the provision regarding nationwide permitting and the determination of the appropriate acreage threshold for discharges into WOTUS, and the provision regarding section 18 statutory exclusion from the regulatory definition of WOTUS for waste treatment systems. Discussed support for H.R. 161, the New Source Review Permitting Improvement Act (all provisions). Discussed H.R. 1267, the PFAS Water Systems Liability Act, regarding how utilities are passive receivers of PFAS. Discussed the technology-based effluent limitations and standards for the Steam Electric Power Generating Point Source that the Environmental Protection Agency (EPA) promulgated in 2024 (RIN: 2040-AG41). Discussed EPAs proposed rule to approve state implementation plans for the 2015 ozone ambient air quality standards based on the agencys conclusion that 10 states dont contribute to downwind state nonattainment (EPA-HQ-OAR-2025-0192).","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":151014,"prefix":"mr","prefix_display":"MR.","first_name":"CLAYTON","nickname":null,"middle_name":"FIERY","last_name":"BRYAN","suffix":null,"suffix_display":null},"covered_position":null,"new":true},{"lobbyist":{"id":62014,"prefix":null,"prefix_display":null,"first_name":"AMY","nickname":null,"middle_name":null,"last_name":"THOMAS","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":147103,"prefix":"mr","prefix_display":"MR.","first_name":"SAMUEL","nickname":null,"middle_name":null,"last_name":"OWEN","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":33,"name":"Energy, Dept of"},{"id":49,"name":"Environmental Protection Agency (EPA)"},{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":1,"name":"SENATE"}]},{"general_issue_code":"ENG","general_issue_code_display":"Energy/Nuclear","description":"Discussed locating nuclear reactors on military bases that could also provide power beyond those bases (no legislation).","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":62014,"prefix":null,"prefix_display":null,"first_name":"AMY","nickname":null,"middle_name":null,"last_name":"THOMAS","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"}]}],"conviction_disclosures":[],"foreign_entities":[],"affiliated_organizations":[]},{"url":"https://lda.gov/api/v1/filings/2fe92921-4f0b-4fd3-b8e6-ed7e0eca942e/","filing_uuid":"2fe92921-4f0b-4fd3-b8e6-ed7e0eca942e","filing_type":"Q2","filing_type_display":"2nd Quarter - Report","filing_year":2026,"filing_period":"second_quarter","filing_period_display":"2nd Quarter (Apr 1 - June 30)","filing_document_url":"https://lda.gov/filings/public/filing/2fe92921-4f0b-4fd3-b8e6-ed7e0eca942e/print/","filing_document_content_type":"text/html","income":null,"expenses":"180000.00","expenses_method":"A","expenses_method_display":"A","posted_by_name":"Wayne Chopus, President & CEO","dt_posted":"2026-07-20T15:32:09-04:00","termination_date":null,"registrant_country":"United States of America","registrant_ppb_country":null,"registrant_address_1":"1717 K Street, NW","registrant_address_2":"Suite 900","registrant_different_address":true,"registrant_city":"Washington","registrant_state":"DC","registrant_zip":"20006","registrant":{"id":285494,"url":"https://lda.gov/api/v1/registrants/285494/","house_registrant_id":36990,"name":"INSURED RETIREMENT INSTITUTE","description":null,"address_1":"1717 K Street, NW","address_2":"Suite 900","address_3":null,"address_4":null,"city":"Washington","state":"DC","state_display":"District of Columbia","zip":"20006","country":"US","country_display":"United States of America","ppb_country":"US","ppb_country_display":"United States of America","contact_name":"PAUL RICHMAN","contact_telephone":"+1 202-469-3004","dt_updated":"2026-07-30T16:02:39.338642-04:00"},"client":{"id":176111,"url":"https://lda.gov/api/v1/clients/176111/","client_id":12,"name":"INSURED RETIREMENT INSTITUTE","general_description":null,"client_government_entity":false,"client_self_select":true,"state":"DC","state_display":"District of Columbia","country":"US","country_display":"United States of America","ppb_state":"DC","ppb_state_display":"District of Columbia","ppb_country":"US","ppb_country_display":"United States of America","effective_date":"2007-08-13"},"lobbying_activities":[{"general_issue_code":"INS","general_issue_code_display":"Insurance","description":"DOL - EBSA - Implementation of the Consolidated Appropriations Act, 2023, Division T - SECURE 2.0 Act of 2022 (Public Law No: 117-328). DOL - EBSA - Fiduciary Duties in Selecting Designated Investment Alternatives, RIN 1210-AC38. DOL - Proposed Rule on Automatic Portability Transactions Exemption - 29 CFR 255 (RIN 1210-AC21). Legislation to maintain and protect the diverse array of retirement plan structures. Legislation to provide favorable tax treatment for guaranteed lifetime income. Legislation to provide technical corrections and extension of effective dates to implement the SECURE 2.0 Act. Legislation and rulemaking affecting annuities, variable life products and retirement savings including Trump Administration and Congressional proposals on tax reform, ERISA, and securities laws. Legislation to clarify the annuity selection safe harbor (P.L.116-94, Div. O, Section 204) provides a plan sponsor with the same protections in selecting an annuity contract. Legislation to direct the SEC to allow the use of amended appropriate registration forms to authorize consistent registrations for non-variable products. Legislation to make a diverse slate of indexed and variable annuity contracts with guaranteed benefits eligible to be treated as QLACs to better meet the diverse needs of retirement savers. Legislation to make long-term care insurance tax-advantaged, accessible, and affordable. Legislation to provide balanced approach to regulating the use of AI by the insured retirement industry. Legislation to require defined contribution plans to offer participants the option to invest in protected, guaranteed lifetime income solutions for all or some of their account balances. Legislation to require plan fiduciaries to provide retirement income education to employees throughout their working years. Legislation to reform ERISA to reduce frivolous litigation. Proposals at the Department of Labor for increasing access to guaranteed, protected lifetime solutions. Proposals at the Department of Treasury/IRS for increasing access to guaranteed, protected lifetime income solutions. SEC - Implementation and Enforcement of Regulation BI and Form CRS. SEC - Implementation of Public Law No: 117-328, the Consolidated Appropriations Act, 2023, Division AA - Financial Services Matters, Title I-Registration for Index linked Annuities, Sec. 101. Parity for Registered Index-Linked Annuities Regarding Registration Rules. SEC - Final Rule - Registration for Index-Linked Annuities and Registered Market Value Adjustment Annuities; Amendments to Form N-4 for Index-Linked Annuities, Registered Market Value Adjustment Annuities, and Variable Annuities; Other Technical Amendments - 17 CFR Parts 230, 232, 239, and 274, RIN 3235-AN30. SEC/Treasury - Joint Proposed Rule by SEC & FinCEN - Customer Identification Programs for Registered Investment Advisers and Exempt Reporting Advisers - 17 CFR 275, 31 CFR 1032, RIN 1506-AB66, RIN 3235-AN34. SEC - Proposed Rule - Electronic Delivery of Information Under the Federal Securities Laws (RIN: 3235-AN57). SEC - Request for Comment - Novel ETFs (RIN 3235-AN81) SEC- Proposed Rule - Registered Offering Reform - 17 CFR Parts 210, 229, 230, 232, 239, 240, and 249 (RIN 3235-AN41). Treasury - Request for Information on Uses, Opportunities, and Risks of Artificial Intelligence in the Financial Services Sector - 89 FR 50048. Treasury - FSOC - Joint Trade Effort to Restore 2019 Nonbank Financial Institution Guidance. FINRA - Regulatory Notice - 25-04 - Rule Modernization Review Proposal. FINRA - Regulatory Notice - 25-05 - Outside Business Activities Proposed Rule. FINRA - Regulatory Notice - 25-07 - Supporting Modern Member Workplaces. FINRA - Regulatory Notice - 26-14 - Requests Comment on Proposed Changes to Modernize Rule 2210 (Communications with the Public). The President's Executive Order - Democratizing Access to Alternative Assets for 401(K) Investors (08/07/2025) (E.O. 14330). The Data Privacy Act (H.R.1165 - 118th Congress). The Empowering States to Protect Seniors from Bad Actors Act (H.R.5914 - 117th Congress). The E-SIGN Modernization Act of 2022 (S.3715 - 117th Congress). The General Accounts Product Clarifications Act (H.R.9515 - 117th Congress). The Lifetime Income for Employees Act of 2023 (H.R.3942 - 118th Congress). The SAFER Banking Act (S.2860 - 118th Congress). The Secure And Fair Enforcement (SAFE) Banking Act of 2023 (S.1323/H.R.2891 - 118th Congress). The Financial Fitness Act (H.R.8944-118th Congress). The Well-Being Insurance for Seniors to be at Home Act (H.R.2082-119th Congress). The Richard L. Trumka Protecting the Right to Organize (PRO) Act of 2025 (S.852/H.R.20 - 119th Congress). The Securing and Enabling Commerce Using Remote and Electronic (SECURE) Notarization Act of 2025 (S.1561/H.R.1777 - 119th Congress). The Auto Reenroll Act (S.1831/H.R.6729 - 119th Congress). The Retirement Investment Choice Act (H.R.5748 - 119th Congress). The Restoring Integrity on Fiduciary Duty Act (S.3086 - 119th Congress). The Saving for the Future Act (H.R.5887 - 119th Congress). The ERISA Litigation Reform Act (H.R.6084 - 119th Congress). The McCarran-Ferguson Protection Act (H.R.7130 - 119th Congress). The Form 5500 Filing Simplification Act (H.R.7362 - 119th Congress).","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":63574,"prefix":null,"prefix_display":null,"first_name":"PAUL","nickname":null,"middle_name":"JEFFREY","last_name":"RICHMAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":71044,"prefix":null,"prefix_display":null,"first_name":"JOHN","nickname":null,"middle_name":null,"last_name":"JENNINGS","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":188,"name":"Internal Revenue Service (IRS)"},{"id":38,"name":"Labor, Dept of (DOL)"},{"id":88,"name":"Securities & Exchange Commission (SEC)"},{"id":1,"name":"SENATE"},{"id":41,"name":"Treasury, Dept of"}]},{"general_issue_code":"RET","general_issue_code_display":"Retirement","description":"Amends IRS Code to establish Auto Reenrollment Tax Credit (S.2512 - 118th Congress). DOL - EBSA - Implementation of the Consolidated Appropriations Act, 2023, Division T - SECURE 2.0 Act of 2022 (Public Law No: 117-328). DOL - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). DOL - Proposed Rule on Automatic Portability Transactions Exemption - 29 CFR 255 (RIN 1210-AC21). DOL Guidance on Pension‑Linked Emergency Savings Accounts. DOL - EBSA - Final Rule - Prohibited Transaction Class Exemption 84-14 for Transactions Determined by Independent Qualified Professional Asset Managers (the QPAM Exemption) (RIN 1210-ZA07). DOL- EBSA - Proposed Rule - Pooled Employer Plans: Big Plans for Small Businesses (RIN 1210-AC10). DOL - Joint Trade Letter to Chavez-DeRemer - ERISA Litigation Reform-Reduction. DOL - EBSA - Fiduciary Duties in Selecting Designated Investment Alternatives, RIN 1210-AC38. DOL - EBSA - Requirement To Provide Paper Statements in Certain Cases-Amendments to Electronic Disclosure Safe Harbors. DOL - WH - Employee or Independent Contractor Status Under the Fair Labor Standards Act, Family and Medical Leave Act, and Migrant and Seasonal Agricultural Worker Protection Act, RIN 1235-AA46 (2026). DOL - EBSA - Proposed Rule - Amendment to Prohibited Transaction Exemption Procedures - 29 CFR 2570 (RIN: 1210-AC42) DOL - EBSA - Proposed Rule - Loyalty and the Exclusive Purpose Rule in Selecting Plan Investments and Exercising Shareholder Rights - 29 CFR 2550.404a-1 (RIN: 1210-AC37). Joint Resolution providing for congressional disapproval of the Department of Labors Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights Rule (S.J.Res.8/H.J. Res.30 - 118th Congress). Legislation and rulemaking affecting 403(b) retirement plans and federal and state regulations governing their administration and operation. Legislation establishing a federal regulatory framework to oversee the cryptocurrency market in and use of cryptocurrency in retirement plans. Legislation to clarify Form 5500 reporting requirement for retirement plans filing under a Group of Plans. Legislation to maintain and protect the diverse array of retirement plan structures. Legislation to prohibit IRSs use of private debt collection agencies for individuals over the age of 65. Legislation to promote, preserve and maintain tax-deferred treatment of retirement savings. Legislation to provide favorable tax treatment for guaranteed lifetime income. Legislation to provide technical corrections and extension of effective dates to implement the SECURE 2.0 Act. Legislation and rulemaking affecting annuities, variable life products and retirement savings including Trump Administration and Congressional proposals on tax reform, ERISA, and securities laws. Legislation to clarify the annuity selection safe harbor (P.L.116-94, Div. O, Section 204) provides a plan sponsor with the same protections in selecting an annuity contract. Legislation to direct the SEC to allow the use of amended appropriate registration forms to authorize consistent registrations for non-variable products. Legislation to ensure a balanced approach to the regulation of environmental, social, and governance investments. Legislation to increase protections and safeguards for personal financial information. Legislation to make a diverse slate of indexed and variable annuity contracts with guaranteed benefits eligible to be treated as QLACs to better meet the diverse needs of retirement savers. Legislation to make long-term care insurance tax-advantaged, accessible, and affordable. Legislation to provide balanced approach to regulating the use of AI by the insured retirement industry. Legislation to require defined contribution plans to offer participants the option to invest in protected, guaranteed lifetime income solutions for all or some of their account balances. Legislation to require inclusion of longevity risk language in annual plan notices. Legislation to require plan fiduciaries to provide retirement income education to employees throughout their working years. Legislation to reform ERISA to reduce frivolous litigation. Proposals at the Department of Labor for increasing access to guaranteed, protected lifetime solutions. Proposals at the Department of Labor to Rescind \"ESG Rule\" and Draft \"Anti-ESG Rule.\" Proposals at the Department of Treasury/IRS for increasing access to guaranteed, protected lifetime income solutions. SEC - FINRA - Proposed Rule Change to Extend the Effectiveness of Temporary FINRA Rule 3110.17 - SR-FINRA-2021-023. SEC - Implementation and Enforcement of Regulation BI and Form CRS. SEC - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). SEC - Implementation of Public Law No: 117-328, the Consolidated Appropriations Act, 2023, Division AA - Financial Services Matters, Title I-Registration for Index linked Annuities, Sec. 101. Parity for Registered Index-Linked Annuities Regarding Registration Rules. SEC - Final Rule - Registration for Index-Linked Annuities and Registered Market Value Adjustment Annuities; Amendments to Form N-4 for Index-Linked Annuities, Registered Market Value Adjustment Annuities, and Variable Annuities; Other Technical Amendments - 17 CFR Parts 230, 232, 239, and 274, RIN 3235-AN30. The President's Executive Order - Democratizing Access to Alternative Assets for 401(K) Investors (08/07/2025) (E.O. 14330). The Data Privacy Act (H.R.1165 - 118th Congress). The Empowering States to Protect Seniors from Bad Actors Act (H.R.5914 - 117th Congress). The E-SIGN Modernization Act of 2022 (S.3715 - 117th Congress). The Financial Freedom Act of 2023 (S.427/H.R.1177 - 118th Congress). The Financial Innovation and Technology for the 21st Century Act (H.R.4763 - 118th Congress). The General Accounts Product Clarifications Act (H.R.9515 - 117th Congress). The Lifetime Income for Employees Act of 2023 (H.R.3942 - 118th Congress). The Lummis-Gillibrand Responsible Financial Innovation Act (S.2281 - 118th Congress). The Portable Benefits for Independent Workers Pilot Program Act (S.1696/H.R.3482 - 118th Congress). The RETIRE Act (H.R. 5339 - 118th Congress). The SAFER Banking Act (S.2860 - 118th Congress). The Secure And Fair Enforcement (SAFE) Banking Act of 2023 (S.1323/H.R.2891 - 118th Congress). The Small Business Tax Fairness Act (S.2387 - 117th Congress). The Small Businesses Add Value for Employees (SAVE) Act (H.R.4637 - 115th Congress). The Expanding Access to Retirement Savings for Caregivers Act (H.R.6772 - 118th Congress). The Elder Justice Reauthorization and Modernization Act of 2023 (S.1198/H.R.2718-118th Congress). The Ensuring Sound Guidance Act (S.2282/H.R.4237 - 118th Congress). The Expanding Access to Capital Act (H.R.2799 - 118th Congress). The Financial Fitness Act (H.R.8944 - 118th Congress). The Empowering Main Street in America Act (S.5139 - 118th Congress). The Retirement Fairness for Charities and Educational Institutions Act of 2025 (S.424/H.R.1013-119th Congress). The GUARD Act (H.R.2978 - 119th Congress). The Protecting Prudent Investment of Retirement Savings Act (H.R.2988 - 119th Congress). The Retirement Proxy Protection Act (H.R. 1996 - 119th Congress). The Retirement Savings for Americans Act (S.1526/H.R.2696 - 119th Congress). The Balancing the Scales Act (H.R.2958 - 119th Congress). The EBSA Investigations Transparency Act (H.R.2869 - 119th Congress). The Employee Ownership Fairness Act (S.1727 - 119th Congress). The Employee Ownership Financing Act (S.2458 - 119th Congress). The Employee Ownership Representation Act (S.1728 - 119th Congress). The Financial Exploitation Prevention Act of 2025 (S.2840/H.R.2478 - 119th Congress). The Helping Young Americans Save for Retirement Act (H.R.4718/S.1707 - 119th Congress). The Improving Disclosure for Investors Act 2024/2025 (S.1877/H.R.2441 - 119th Congress). The Independent Retirement Fairness Act (S.2217 - 119th Congress). The Promotion and Expansion of Private Employee Ownership Act (S.2461 - 119th Congress). The Richard L. Trumka Protecting the Right to Organize (PRO) Act of 2025 (S.852/H.R.20 - 119th Congress). The Securing and Enabling Commerce Using Remote and Electronic (SECURE) Notarization Act of 2025 (S.1561/H.R.1777 - 119th Congress). The Unlocking Benefits for Independent Workers Act (S.2210 - 119th Congress). The Auto Reenroll Act (S.1831/H.R.6729 - 119th Congress). The Automatic IRA Act of 2025 (H.R.6722-119th Congress). The ERISA Litigation Reform Act (H.R.6084 - 119th Congress). The Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 (H.R.3383 - 119th Congress). The Providing Complete Information to Retirement Investors Act (S.3083 - 119th Congress). The Restoring Integrity on Fiduciary Duty Act (S.3086 - 119th Congress). The Retirement Investment Choice Act (H.R.5748 - 119th Congress). The Saving for the Future Act (H.R.5887 - 119th Congress). The Retirement Simplification and Clarity Act (H.R. 6324 - 119th Congress). The Senior Security Act (S.4055/H.R.1469-119th Congress). The Small Nonprofit Retirement Security Act (S.2365/H.R.4548 - 119th Congress). The Pensions for All Act (S.2335/H.R.7556 - 119th Congress). The ABLE Tomorrow Act (S.4498 - 119th Congress). The Catching Up Family Caregivers Act (S.4291/H.R.8273-119th Congress). The Form 5500 Filing Simplification Act (H.R.7362 - 119th Congress). The Improving Retirement Security for Family Caregivers Act (S.4292/H.R.8274-119th Congress). The Investigation Status and Governance for Honest Transparency Act (S.4360 - 119th Congress). The Optimizing Participant Tax Incentives through Optional Noncash Selections Act (H.R.8314-119th Congress). Treasury - IRS - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). Treasury - IRS - Implementation of Public Law No: 117-328, the Consolidated Appropriations Act, 2023, Division T - SECURE 2.0 Act of 2022. Treasury - Request for Information on Financial Inclusion - 88 FR 88702 - Treas-Do-2023-0014. Treasury - FSOC - Joint Trade Effort to Restore 2019 Nonbank Financial Institution Guidance.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":63574,"prefix":null,"prefix_display":null,"first_name":"PAUL","nickname":null,"middle_name":"JEFFREY","last_name":"RICHMAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":71044,"prefix":null,"prefix_display":null,"first_name":"JOHN","nickname":null,"middle_name":null,"last_name":"JENNINGS","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":188,"name":"Internal Revenue Service (IRS)"},{"id":38,"name":"Labor, Dept of (DOL)"},{"id":88,"name":"Securities & Exchange Commission (SEC)"},{"id":1,"name":"SENATE"},{"id":41,"name":"Treasury, Dept of"}]},{"general_issue_code":"TAX","general_issue_code_display":"Taxation/Internal Revenue Code","description":"Amends IRS Code to establish Auto Reenrollment Tax Credit (S.2512 - 118th Congress). DOL - EBSA - Implementation of the Consolidated Appropriations Act, 2023, Division T - SECURE 2.0 Act of 2022 (Public Law No: 117-328). DOL - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). DOL Guidance on Pension‑Linked Emergency Savings Accounts. DOL - EBSA - Final Rule - Prohibited Transaction Class Exemption 84-14 for Transactions Determined by Independent Qualified Professional Asset Managers (the QPAM Exemption) (RIN 1210-ZA07). DOL - EBSA - Proposed Rule - Pooled Employer Plans: Big Plans for Small Businesses (RIN 1210-AC10). DOL - EBSA - Fiduciary Duties in Selecting Designated Investment Alternatives, RIN 1210-AC38. DOL - EBSA - Requirement To Provide Paper Statements in Certain Cases-Amendments to Electronic Disclosure Safe Harbors. DOL - WH - Employee or Independent Contractor Status Under the Fair Labor Standards Act, Family and Medical Leave Act, and Migrant and Seasonal Agricultural Worker Protection Act, RIN 1235-AA46 (2026). DOL - EBSA - Proposed Rule - Amendment to Prohibited Transaction Exemption Procedures - 29 CFR 2570 (RIN: 1210-AC42). DOL - EBSA - Proposed Rule - Loyalty and the Exclusive Purpose Rule in Selecting Plan Investments and Exercising Shareholder Rights - 29 CFR 2550.404a-1 (RIN: 1210-AC37). The President's Executive Order - Democratizing Access to Alternative Assets for 401(K) Investors (08/07/2025) (E.O. 14330). Legislation and rulemaking affecting 403(b) retirement plans and federal and state regulations governing their administration and operation. Legislation to prohibit IRSs use of private debt collection agencies for individuals over the age of 65. Legislation to promote, preserve and maintain tax-deferred treatment of retirement savings. Legislation to provide favorable tax treatment for guaranteed lifetime income. Legislation to provide technical corrections and extension of effective dates to implement the SECURE 2.0 Act. Legislation and rulemaking affecting annuities, variable life products and retirement savings including Trump Administration and Congressional proposals on tax reform, ERISA, and securities laws. Legislation to make a diverse slate of indexed and variable annuity contracts with guaranteed benefits eligible to be treated as QLACs to better meet the diverse needs of retirement savers. Legislation to make long-term care insurance tax-advantaged, accessible, and affordable. Legislation to require defined contribution plans to offer participants the option to invest in protected, guaranteed lifetime income solutions for all or some of their account balances. Proposals at the Department of Labor for increasing access to guaranteed, protected lifetime solutions. Proposals at the Department of Labor to Rescind \"ESG Rule\" and Draft \"Anti-ESG Rule.\" Proposals at the Department of Treasury/IRS for increasing access to guaranteed, protected lifetime income solutions. SEC - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). SEC/Treasury - Joint Proposed Rule by SEC & FinCEN - Customer Identification Programs for Registered Investment Advisers and Exempt Reporting Advisers - 17 CFR 275, 31 CFR 1032, RIN 1506-AB66, RIN 3235-AN34. The Lifetime Income for Employees Act of 2023 (H.R.3942 - 118th Congress). The Portable Benefits for Independent Workers Pilot Program Act (S.1696/H.R.3482 - 118th Congress). The Small Business Tax Fairness Act (S.2387 - 117th Congress). The Small Businesses Add Value for Employees (SAVE) Act (H.R.4637 - 115th Congress). To amend the Internal Revenue Code of 1986 to permit the rollover contributions from Roth IRAs to designated Roth accounts (H.R.6757 - 118th Congress). The Expanding Access to Retirement Savings for Caregivers Act (H.R.6772 - 118th Congress). The Well-Being Insurance for Seniors to be at Home Act (H.R.2082 - 119th Congress). The Generating Retirement Ownership through Long-Term Holding Act (S.1839/H.R.2089 - 119th Congress). The Retirement Savings for Americans Act (S.1526/H.R.2696 - 119th Congress). The Tax Relief for Victims of Crimes, Scams, and Disasters Act (S.1773/H.R.3469 - 119th Congress). The Financial Exploitation Prevention Act of 2025 (S.2840/H.R.2478 - 119th Congress). The Helping Young Americans Save for Retirement Act (H.R.4718/S.1707 - 119th Congress). The Promotion and Expansion of Private Employee Ownership Act (S.2461 - 119th Congress). The Protecting Prudent Investment of Retirement Savings Act (H.R.2988 - 119th Congress). The Securing and Enabling Commerce Using Remote and Electronic (SECURE) Notarization Act of 2025 (S.1561/H.R.1777 - 119th Congress). The Auto Reenroll Act (S.1831/H.R.6729 - 119th Congress). The Automatic IRA Act of 2025 (H.R.6722 - 119th Congress). The Saving for the Future Act (H.R.5887 - 119th Congress). The Retirement Simplification and Clarity Act (H.R. 6324 - 119th Congress). The Small Nonprofit Retirement Security Act (S.2365/H.R.4548 - 119th Congress). The Pensions for All Act (S.2335/H.R.7556 - 119th Congress). The ABLE Tomorrow Act (S.4498 - 119th Congress). The Catching Up Family Caregivers Act (S.4291/H.R.8273-119th Congress). The Form 5500 Filing Simplification Act (H.R.7362 - 119th Congress) The Improving Retirement Security for Family Caregivers Act (S.4292/H.R.8274 - 119th Congress). The Optimizing Participant Tax Incentives through Optional Noncash Selections Act (H.R.8314-119th Congress). Treasury - IRS - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). Treasury - IRS - Implementation of Public Law No: 117-328, the Consolidated Appropriations Act, 2023, Division T - SECURE 2.0 Act of 2022. Treasury - Request for Information on Uses, Opportunities, and Risks of Artificial Intelligence in the Financial Services Sector - 89 FR 50048. Treasury - FinCEN - Final Rule on AML/CFT Program and Suspicious Activity Report Filing Requirements for RIAs and Exempt Reporting Advisers (RIN 1506-AB58). Treasury - IRS - Final Rule Required Minimum Distributions - 87 FR 10504, 26 CFR 1 and 26 CFR 54, REG-105954-20 (RIN 1545-BP82). Treasury - FSOC - Joint Trade Effort to Restore 2019 Nonbank Financial Institution Guidance.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":63574,"prefix":null,"prefix_display":null,"first_name":"PAUL","nickname":null,"middle_name":"JEFFREY","last_name":"RICHMAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":71044,"prefix":null,"prefix_display":null,"first_name":"JOHN","nickname":null,"middle_name":null,"last_name":"JENNINGS","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":188,"name":"Internal Revenue Service (IRS)"},{"id":38,"name":"Labor, Dept of (DOL)"},{"id":88,"name":"Securities & Exchange Commission (SEC)"},{"id":1,"name":"SENATE"},{"id":41,"name":"Treasury, Dept of"}]},{"general_issue_code":"FIN","general_issue_code_display":"Financial Institutions/Investments/Securities","description":"DOL - Proposed Rule on Automatic Portability Transactions Exemption - 29 CFR 255 (RIN 1210-AC21). DOL - EBSA - Fiduciary Duties in Selecting Designated Investment Alternatives, RIN 1210-AC38. FINRA - Regulatory Notice - 25-04 - Rule Modernization Review Proposal. FINRA - Regulatory Notice - 25-05 - Outside Business Activities Proposed Rule. FINRA - Regulatory Notice - 25-07 - Supporting Modern Member Workplaces. FINRA - Regulatory Notice - 26-14 - Requests Comment on Proposed Changes to Modernize Rule 2210 (Communications with the Public). Legislation establishing a federal regulatory framework to oversee the cryptocurrency market in and use of cryptocurrency in retirement plans. Legislation to provide favorable tax treatment for guaranteed lifetime income. Legislation and rulemaking affecting annuities, variable life products and retirement savings including Trump Administration and Congressional proposals on tax reform, ERISA, and securities laws. Legislation to direct the SEC to allow the use of amended appropriate registration forms to authorize consistent registrations for non-variable products. Legislation to ensure a balanced approach to the regulation of environmental, social, and governance investments. Legislation to increase protections and safeguards for personal financial information. Legislation to make a diverse slate of indexed and variable annuity contracts with guaranteed benefits eligible to be treated as QLACs to better meet the diverse needs of retirement savers. Legislation to provide balanced approach to regulating the use of AI by the insured retirement industry. Proposals at the Department of Labor for increasing access to guaranteed, protected lifetime solutions. Proposals at the Department of Labor to Rescind \"ESG Rule\" and Draft \"Anti-ESG Rule.\" Proposals at the Department of Treasury/IRS for increasing access to guaranteed, protected lifetime income solutions. SEC - Implementation and Enforcement of Regulation BI and Form CRS. SEC - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). SEC - Implementation of Public Law No: 117-328, the Consolidated Appropriations Act, 2023, Division AA - Financial Services Matters, Title I-Registration for Index linked Annuities, Sec. 101. Parity for Registered Index-Linked Annuities Regarding Registration Rules. SEC/Treasury - Joint Proposed Rule by SEC & FinCEN - Customer Identification Programs for Registered Investment Advisers and Exempt Reporting Advisers - 17 CFR 275, 31 CFR 1032, RIN 1506-AB66, RIN 3235-AN34. SEC - Final Rule - Registration for Index-Linked Annuities and Registered Market Value Adjustment Annuities; Amendments to Form N-4 for Index-Linked Annuities, Registered Market Value Adjustment Annuities, and Variable Annuities; Other Technical Amendments - 17 CFR Parts 230, 232, 239, and 274, RIN 3235-AN30. SEC - Proposed Rule - Electronic Delivery of Information Under the Federal Securities Laws (RIN: 3235-AN57). SEC - Request for Comment - Novel ETFs (RIN 3235-AN81). SEC- Proposed Rule - Registered Offering Reform - 17 CFR Parts 210, 229, 230, 232, 239, 240, and 249 (RIN 3235-AN41). The President's Executive Order - Democratizing Access to Alternative Assets for 401(K) Investors (08/07/2025) (E.O. 14330). The Data Privacy Act (H.R.1165 - 118th Congress). The Empowering States to Protect Seniors from Bad Actors Act (H.R.5914 - 117th Congress). The E-SIGN Modernization Act of 2022 (S.3715 - 117th Congress). The Financial Freedom Act of 2023(S.427/H.R.1177 - 118th Congress). The Financial Innovation and Technology for the 21st Century Act (H.R.4763 - 118th Congress). The Improving Corporate Governance Through Diversity Act of 2023 (S.2007/H.R.4177 - 118th Congress). The Lummis-Gillibrand Responsible Financial Innovation Act (S.2281 - 118th Congress). The No Discrimination in My Benefits Act (H.R.5338 - 118th Congress). The RETIRE Act (H.R.5339 - 118th Congress). The Retirement Proxy Protection Act (H.R.5337 - 118th Congress). The SAFER Banking Act (S.2860 - 118th Congress). The Secure And Fair Enforcement (SAFE) Banking Act of 2023 (S.1323/H.R.2891 - 118th Congress). The Elder Justice Reauthorization and Modernization Act of 2023 (S.1198/H.R.2718 - 118th Congress). The Ensuring Sound Guidance Act (S.2282/H.R.4237 - 118th Congress). The Expanding Access to Capital Act (H.R.2799 - 118th Congress). The Empowering Main Street in America Act (S.5139 - 118th Congress). The Retirement Fairness for Charities and Educational Institutions Act of 2025 (S.424/H.R.1013-119th Congress). The Protecting Prudent Investment of Retirement Savings Act (H.R.2988 - 119th Congress). The Tax Relief for Victims of Crimes, Scams, and Disasters Act (S.1773/H.R.3469 - 119th Congress). The Financial Exploitation Prevention Act of 2025 (S.2840/H.R.2478 - 119th Congress). The Helping Young Americans Save for Retirement Act (H.R.4718/S.1707 - 119th Congress). The Improving Disclosure for Investors Act 2024/2025(S.1877/H.R.2441 - 119th Congress). The Securing and Enabling Commerce Using Remote and Electronic (SECURE) Notarization Act of 2025 (S.1561/H.R.1777 - 119th Congress). The Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 (H.R.3383 - 119th Congress). The Retirement Investment Choice Act (H.R.5748 - 119th Congress). The Senior Security Act (S.4055/H.R.1469 - 119th Congress). The Catching Up Family Caregivers Act (S.4291/H.R.8273 - 119th Congress). Treasury - IRS - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). Treasury - Request for Information on Uses, Opportunities, and Risks of Artificial Intelligence in the Financial Services Sector - 89 FR 50048. Treasury - FSOC - Joint Trade Effort to Restore 2019 Nonbank Financial Institution Guidance.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":63574,"prefix":null,"prefix_display":null,"first_name":"PAUL","nickname":null,"middle_name":"JEFFREY","last_name":"RICHMAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":71044,"prefix":null,"prefix_display":null,"first_name":"JOHN","nickname":null,"middle_name":null,"last_name":"JENNINGS","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":188,"name":"Internal Revenue Service (IRS)"},{"id":38,"name":"Labor, Dept of (DOL)"},{"id":88,"name":"Securities & Exchange Commission (SEC)"},{"id":1,"name":"SENATE"},{"id":41,"name":"Treasury, Dept of"}]}],"conviction_disclosures":[],"foreign_entities":[],"affiliated_organizations":[]},{"url":"https://lda.gov/api/v1/filings/2774b04f-0ab6-4a28-b0c5-6685a04bed23/","filing_uuid":"2774b04f-0ab6-4a28-b0c5-6685a04bed23","filing_type":"Q2","filing_type_display":"2nd Quarter - Report","filing_year":2026,"filing_period":"second_quarter","filing_period_display":"2nd Quarter (Apr 1 - June 30)","filing_document_url":"https://lda.gov/filings/public/filing/2774b04f-0ab6-4a28-b0c5-6685a04bed23/print/","filing_document_content_type":"text/html","income":null,"expenses":"210000.00","expenses_method":"A","expenses_method_display":"A","posted_by_name":"Holly Cook","dt_posted":"2026-07-20T17:09:41-04:00","termination_date":null,"registrant_country":"United States of America","registrant_ppb_country":null,"registrant_address_1":"1050 CONNECTICUT AVE., NW 4TH FLR","registrant_address_2":null,"registrant_different_address":false,"registrant_city":"WASHINGTON","registrant_state":"DC","registrant_zip":"20036","registrant":{"id":1808,"url":"https://lda.gov/api/v1/registrants/1808/","house_registrant_id":31028,"name":"AMERICAN BAR ASSOCIATION","description":null,"address_1":"1050 CONNECTICUT AVE., NW 4TH FLR","address_2":null,"address_3":null,"address_4":null,"city":"WASHINGTON","state":"DC","state_display":"District of Columbia","zip":"20036","country":"US","country_display":"United States of America","ppb_country":"US","ppb_country_display":"United States of America","contact_name":"HOLLY COOK","contact_telephone":"+1 202-662-1860","dt_updated":"2026-07-30T15:41:39.331240-04:00"},"client":{"id":102654,"url":"https://lda.gov/api/v1/clients/102654/","client_id":12,"name":"AMERICAN BAR ASSOCIATION","general_description":null,"client_government_entity":false,"client_self_select":true,"state":"DC","state_display":"District of Columbia","country":"US","country_display":"United States of America","ppb_state":"DC","ppb_state_display":"District of Columbia","ppb_country":"US","ppb_country_display":"United States of America","effective_date":"2007-08-08"},"lobbying_activities":[{"general_issue_code":"TRD","general_issue_code_display":"Trade (domestic/foreign)","description":"Issues relating to ensuring market access for U.S. lawyers and law firms in foreign countries.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":13528,"prefix":null,"prefix_display":null,"first_name":"KRISTI","nickname":null,"middle_name":null,"last_name":"GAINES","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":138452,"prefix":"ms","prefix_display":"MS.","first_name":"HOLLY","nickname":null,"middle_name":"O'GRADY","last_name":"COOK","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":24,"name":"Commerce, Dept of (DOC)"},{"id":22,"name":"U.S. Trade Representative (USTR)"}]},{"general_issue_code":"BUD","general_issue_code_display":"Budget/Appropriations","description":"FY27 Commerce, Justice, Science, and Related Agencies Appropriations - funding for the Legal Services Corporation; Department of Justice Executive Office for Immigration Review Legal Orientation Program, and domestic violence survivors program. FY27 Labor, Health and Human Services, Education, and Related Agencies Appropriations - funding for the Legal Services for Unaccompanied Children Program. FY27 State, Foreign Operations, and Related Programs Appropriations - funding for foreign assistance related to democracy, human rights, and rule of law programs. FY27 Financial Services and General Government Appropriations - funding for for the Defender Services Office of the Administrative Office of U.S. Courts. FY27 Legislative Branch Appropriations - funding for the Library of Congress and the Law Library of Congress. S.J. Res. 182, a Congressional Review Act resolution seeking repeal of Department regulations to exclude employer eligibility for PSLF based on an ambiguous definition of substantial illegal activity. Activity in support of a technical fix to ensure that a new tiered Standard Repayment option for student loans is an eligible repayment plan for PSLF purposes.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":13528,"prefix":null,"prefix_display":null,"first_name":"KRISTI","nickname":null,"middle_name":null,"last_name":"GAINES","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":138452,"prefix":"ms","prefix_display":"MS.","first_name":"HOLLY","nickname":null,"middle_name":"O'GRADY","last_name":"COOK","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":41288,"prefix":null,"prefix_display":null,"first_name":"LARSON","nickname":null,"middle_name":null,"last_name":"FRISBY","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":152629,"prefix":"ms","prefix_display":"MS.","first_name":"CHRISTINA","nickname":null,"middle_name":null,"last_name":"BROECKAERT","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":60664,"prefix":null,"prefix_display":null,"first_name":"DAVID","nickname":null,"middle_name":null,"last_name":"EPPSTEIN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":143079,"prefix":"mr","prefix_display":"MR.","first_name":"KENNETH","nickname":null,"middle_name":null,"last_name":"GOLDSMITH","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":34,"name":"Health & Human Services, Dept of (HHS)"},{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":188,"name":"Internal Revenue Service (IRS)"},{"id":37,"name":"Justice, Dept of (DOJ)"},{"id":100,"name":"Legal Services Corporation"},{"id":7,"name":"Library of Congress (LOC)"},{"id":1,"name":"SENATE"},{"id":39,"name":"State, Dept of (DOS)"},{"id":41,"name":"Treasury, Dept of"},{"id":12,"name":"White House Office"}]},{"general_issue_code":"FIN","general_issue_code_display":"Financial Institutions/Investments/Securities","description":"Consumer Financial Protection Bureau Withdrawal of Bureau Guidance, Interpretive Rules, Policy Statements, and Advisory Opinions; 12 CFR Chapter X; 90 Fed. Reg. 20084 (May 12, 2025) [withdrawing numerous CFPB guidance documents, including CFPB Statement of Policy Regarding Prohibition on Abusive Acts or Practices; Docket No CFPB-2023-0018; 88 Fed. Reg. 21883 (April 12, 2023)-provisions that could require creditor attorneys and law firms to act in the interests of consumers instead of their creditor clients in violation of the attorneys' existing ethical obligations or that would conflict with other existing state court ethical obligations]. Department of the Treasury Financial Crimes Enforcement Network Final Rule on Anti-Money Laundering Regulations for Residential Real Estate Transfers; Document No. 2024-19198; RIN 1506-AB54, 89 Fed. Reg. 70258 (August 29, 2024). H.J.Res. 55, S.J.Res. 15, Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Financial Crimes Enforcement Network relating to \"Anti-Money Laundering Regulations for Residential Real Estate Transfers\". H.R. 3213, the Restoring Court Authority Over Litigation Act; and Sections 204 and 205 of the draft CFPB Reform Act of 2026 [including key provisions of the Restoring Court Authority Over Litigation Act]. Support favorable assessment of United States laws, regulations, and efforts to combat money laundering and terrorist financing and oppose any new proposed regulations on US lawyers in upcoming Financial Action Task Force 2026 Mutual Evaluation Report for the US.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":41288,"prefix":null,"prefix_display":null,"first_name":"LARSON","nickname":null,"middle_name":null,"last_name":"FRISBY","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":138452,"prefix":"ms","prefix_display":"MS.","first_name":"HOLLY","nickname":null,"middle_name":"O'GRADY","last_name":"COOK","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":255,"name":"Consumer Financial Protection Bureau (CFPB)"},{"id":64,"name":"Federal Trade Commission (FTC)"},{"id":235,"name":"Financial Crimes Enforcement Network (FinCEN)"},{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":1,"name":"SENATE"},{"id":41,"name":"Treasury, Dept of"},{"id":12,"name":"White House Office"}]},{"general_issue_code":"FOR","general_issue_code_display":"Foreign Relations","description":"Funding for foreign assistance agencies and programs that promote democracy, human rights, and rule of law. U.S. ratification of the United Nations Convention on International Settlement Agreements Resulting from Mediation (Singapore Convention on Mediation). U.S. funding, engagement, and leadership in international organizations.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":13528,"prefix":null,"prefix_display":null,"first_name":"KRISTI","nickname":null,"middle_name":null,"last_name":"GAINES","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":138452,"prefix":"ms","prefix_display":"MS.","first_name":"HOLLY","nickname":null,"middle_name":"O'GRADY","last_name":"COOK","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":41288,"prefix":null,"prefix_display":null,"first_name":"LARSON","nickname":null,"middle_name":null,"last_name":"FRISBY","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":1,"name":"SENATE"},{"id":39,"name":"State, Dept of (DOS)"},{"id":196,"name":"U.S. Agency for International Development (USAID)"}]},{"general_issue_code":"GOV","general_issue_code_display":"Government Issues","description":"S. 2379, H.R. 4602 - the Countering Threats and Attacks on Our Judges Act. S. 4667, Research related to the Open Courts Act of 2026 (PACER). Comments on Proposed Rule: Regulation for Federal Financial Assistance, 91 Fed. Reg. 32,198 (May 29, 2026); Docket No. OMB-2026-0034; RIN 0412-AB19. Comments opposing the applications of Florida and Mississippi to the Department of Justice, which request certification to opt-in to fast-track habeas procedures in death penalty cases. Comments on General Services Administration Information Collection 3090-0290, System for Award Management Registration Requirements for Financial Assistance Recipients. Issues relating to ensuring that Administrative Law Judges receive similar security protections as their state and federal counterparts. Food & Drug Administration Draft Guidance: General Considerations for the Use of New Approach Methodologies in Drug Development, Docket No. FDA-2025-D-6131 (Mar. 19, 2026) Federal Energy Regulatory Commission Withdrawal of Notice of Proposed Rulemaking and Termination of Rulemaking Proceeding Regarding Duty of Candor; Docket No. RM22-20-000, 90 Fed. Reg. 53249 (November 25, 2025)-provisions to regulate certain attorneys engaged in the practice of law and to require them to disclose certain attorney-client privileged and other protected client information.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":44532,"prefix":"ms","prefix_display":"MS.","first_name":"DENISE","nickname":null,"middle_name":"A","last_name":"CARDMAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":41288,"prefix":null,"prefix_display":null,"first_name":"LARSON","nickname":null,"middle_name":null,"last_name":"FRISBY","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":138452,"prefix":"ms","prefix_display":"MS.","first_name":"HOLLY","nickname":null,"middle_name":"O'GRADY","last_name":"COOK","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":60664,"prefix":null,"prefix_display":null,"first_name":"DAVID","nickname":null,"middle_name":null,"last_name":"EPPSTEIN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":152629,"prefix":"ms","prefix_display":"MS.","first_name":"CHRISTINA","nickname":null,"middle_name":null,"last_name":"BROECKAERT","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":197,"name":"Federal Energy Regulatory Commission (FERC)"},{"id":135,"name":"Food & Drug Administration (FDA)"},{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":37,"name":"Justice, Dept of (DOJ)"},{"id":1,"name":"SENATE"}]},{"general_issue_code":"IMM","general_issue_code_display":"Immigration","description":"H.R. 7836, the Real Courts, Rule of Law Act 8 CFR 1292.1 - provisions authorizing the Department of Justices Recognition and Accreditation Program, supporting restoration and effective operation of the Program. Issues related to the operation and funding for the Department of Health and Human Service's Legal Services for Unaccompanied Children Program. Issues related to the operation and funding for the DOJ Executive Office for Immigration Review's Legal Orientation Program.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":13528,"prefix":null,"prefix_display":null,"first_name":"KRISTI","nickname":null,"middle_name":null,"last_name":"GAINES","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":138452,"prefix":"ms","prefix_display":"MS.","first_name":"HOLLY","nickname":null,"middle_name":"O'GRADY","last_name":"COOK","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":152629,"prefix":"ms","prefix_display":"MS.","first_name":"CHRISTINA","nickname":null,"middle_name":null,"last_name":"BROECKAERT","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":34,"name":"Health & Human Services, Dept of (HHS)"},{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":37,"name":"Justice, Dept of (DOJ)"},{"id":1,"name":"SENATE"}]},{"general_issue_code":"LAW","general_issue_code_display":"Law Enforcement/Crime/Criminal Justice","description":"H.R. 7491, S. 3850 - the Effective Assistance of Counsel in the Digital Era Act, which would ensure that attorney-client confidentiality extends to email for those in the federal prison system, just as it does for other modes of communication. Related activity in support of Appropriations Committee report language acknowledging the issue in H. Rept. 119-652. H.R. 9095, the Right to Trial Act, eliminating unjustified disparity in offenses charged and sentences received due to exercising a constitutional right to a trial. Activity in support of full funding in FY2027 for the Defender Services Office of the Administrative Office of U.S. Courts. Department of Justice Office of the Attorney General Notice of Proposed Rulemaking on Review of State Bar Complaints and Allegations Against Department of Justice Attorneys; Docket No. OAG199; AG Order No. 6653-2026-A; RIN 1105-AB82, 91 Fed. Reg. 10780 (March 5, 2026).","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":143079,"prefix":"mr","prefix_display":"MR.","first_name":"KENNETH","nickname":null,"middle_name":null,"last_name":"GOLDSMITH","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":138452,"prefix":"ms","prefix_display":"MS.","first_name":"HOLLY","nickname":null,"middle_name":"O'GRADY","last_name":"COOK","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":41288,"prefix":null,"prefix_display":null,"first_name":"LARSON","nickname":null,"middle_name":null,"last_name":"FRISBY","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":37,"name":"Justice, Dept of (DOJ)"},{"id":1,"name":"SENATE"}]},{"general_issue_code":"LBR","general_issue_code_display":"Labor Issues/Antitrust/Workplace","description":"H.R. 20 and S. 852, Richard L. Trumka Protecting the Right to Organize Act-provisions in Section 202 that would amend Section 203(c) of the Labor-Management Reporting and Disclosure Act of 1959, 29 U.S.C. 433(c), to require attorneys to report certain confidential client information to the Department of Labor.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":41288,"prefix":null,"prefix_display":null,"first_name":"LARSON","nickname":null,"middle_name":null,"last_name":"FRISBY","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":138452,"prefix":"ms","prefix_display":"MS.","first_name":"HOLLY","nickname":null,"middle_name":"O'GRADY","last_name":"COOK","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":38,"name":"Labor, Dept of (DOL)"},{"id":1,"name":"SENATE"},{"id":12,"name":"White House Office"}]},{"general_issue_code":"MMM","general_issue_code_display":"Medicare/Medicaid","description":"Draft legislation to establish clear criteria for when a Medicare set-aside may be reviewed by Medicare, to provide a time frame for CMS to review set-aside submissions, and to provide an optional direct payment of set-aside amounts to Medicare.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":60664,"prefix":null,"prefix_display":null,"first_name":"DAVID","nickname":null,"middle_name":null,"last_name":"EPPSTEIN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":138452,"prefix":"ms","prefix_display":"MS.","first_name":"HOLLY","nickname":null,"middle_name":"O'GRADY","last_name":"COOK","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":1,"name":"SENATE"}]},{"general_issue_code":"EDU","general_issue_code_display":"Education","description":"S.J. Res. 182, a Congressional Review Act resolution seeking repeal of Department regulations to exclude employer eligibility for PSLF based on an ambiguous definition of substantial illegal activity. Activity in support of a technical fix to ensure that a new tiered Standard Repayment option for student loans is an eligible repayment plan for PSLF purposes.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":143079,"prefix":"mr","prefix_display":"MR.","first_name":"KENNETH","nickname":null,"middle_name":null,"last_name":"GOLDSMITH","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":138452,"prefix":"ms","prefix_display":"MS.","first_name":"HOLLY","nickname":null,"middle_name":"O'GRADY","last_name":"COOK","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":41288,"prefix":null,"prefix_display":null,"first_name":"LARSON","nickname":null,"middle_name":null,"last_name":"FRISBY","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":1,"name":"SENATE"}]},{"general_issue_code":"HOU","general_issue_code_display":"Housing","description":"Equal Access to Housing in HUD Programs Revisions, Promulgated by the Department of Housing and Urban Development (HUD), RIN 2501-AE12","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":152629,"prefix":"ms","prefix_display":"MS.","first_name":"CHRISTINA","nickname":null,"middle_name":null,"last_name":"BROECKAERT","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":138452,"prefix":"ms","prefix_display":"MS.","first_name":"HOLLY","nickname":null,"middle_name":"O'GRADY","last_name":"COOK","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":35,"name":"Housing & Urban Development, Dept of (HUD)"}]}],"conviction_disclosures":[],"foreign_entities":[],"affiliated_organizations":[]},{"url":"https://lda.gov/api/v1/filings/24d56a31-e132-4891-97f7-559a2edefa3f/","filing_uuid":"24d56a31-e132-4891-97f7-559a2edefa3f","filing_type":"Q2","filing_type_display":"2nd Quarter - Report","filing_year":2026,"filing_period":"second_quarter","filing_period_display":"2nd Quarter (Apr 1 - June 30)","filing_document_url":"https://lda.gov/filings/public/filing/24d56a31-e132-4891-97f7-559a2edefa3f/print/","filing_document_content_type":"text/html","income":"40000.00","expenses":null,"expenses_method":null,"expenses_method_display":null,"posted_by_name":"Scott Nelson, Partner","dt_posted":"2026-07-20T19:38:10-04:00","termination_date":null,"registrant_country":"United States of America","registrant_ppb_country":null,"registrant_address_1":"1601 K Street, NW","registrant_address_2":null,"registrant_different_address":false,"registrant_city":"Washington","registrant_state":"DC","registrant_zip":"20006","registrant":{"id":32098,"url":"https://lda.gov/api/v1/registrants/32098/","house_registrant_id":31355,"name":"K&L GATES, LLP","description":"Law firm","address_1":"1601 K Street, NW","address_2":null,"address_3":null,"address_4":null,"city":"Washington","state":"DC","state_display":"District of Columbia","zip":"20006","country":"US","country_display":"United States of America","ppb_country":"US","ppb_country_display":"United States of America","contact_name":"DINA KERLEY","contact_telephone":"+1 202-661-3767","dt_updated":"2026-07-29T12:32:27.232424-04:00"},"client":{"id":55448,"url":"https://lda.gov/api/v1/clients/55448/","client_id":55448,"name":"PORTLAND GENERAL ELECTRIC","general_description":"Electric Utility","client_government_entity":null,"client_self_select":false,"state":"OR","state_display":"Oregon","country":"US","country_display":"United States of America","ppb_state":"OR","ppb_state_display":"Oregon","ppb_country":"US","ppb_country_display":"United States of America","effective_date":"2023-03-15"},"lobbying_activities":[{"general_issue_code":"UTI","general_issue_code_display":"Utilities","description":"H.R. 471, Fix Our Forests Act, including Sections 121, 122, 203, and 204 - Issues related to forest management and utility liability. Issues related to Bonneville Power Administration structure and \"residential exchange\" - no specific legislation. Issues related to electricity affordability and data center infrastructure development - no specific legislation. Issues related to Bonneville Power Administration transition and transmission plans - no specific legislation.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":10629,"prefix":null,"prefix_display":null,"first_name":"SCOTT","nickname":null,"middle_name":null,"last_name":"NELSON","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":2307,"prefix":null,"prefix_display":null,"first_name":"TIM","nickname":null,"middle_name":null,"last_name":"PECKINPAUGH","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":106933,"prefix":null,"prefix_display":null,"first_name":"SCOTT","nickname":null,"middle_name":"J.","last_name":"GELBMAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":1,"name":"SENATE"}]},{"general_issue_code":"ENG","general_issue_code_display":"Energy/Nuclear","description":"Issues related to the Columbia River Treaty - no specific legislation. Issues related to permitting reform - including SPEED Act, H.R. 4776. Issues related to federal funding for energy-related projects - no specific legislation.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":2307,"prefix":null,"prefix_display":null,"first_name":"TIM","nickname":null,"middle_name":null,"last_name":"PECKINPAUGH","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":10629,"prefix":null,"prefix_display":null,"first_name":"SCOTT","nickname":null,"middle_name":null,"last_name":"NELSON","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":106933,"prefix":null,"prefix_display":null,"first_name":"SCOTT","nickname":null,"middle_name":"J.","last_name":"GELBMAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":1,"name":"SENATE"}]}],"conviction_disclosures":[],"foreign_entities":[],"affiliated_organizations":[]},{"url":"https://lda.gov/api/v1/filings/49ca5240-954a-41db-bae0-3fd4d8cb3c63/","filing_uuid":"49ca5240-954a-41db-bae0-3fd4d8cb3c63","filing_type":"Q2","filing_type_display":"2nd Quarter - Report","filing_year":2026,"filing_period":"second_quarter","filing_period_display":"2nd Quarter (Apr 1 - June 30)","filing_document_url":"https://lda.gov/filings/public/filing/49ca5240-954a-41db-bae0-3fd4d8cb3c63/print/","filing_document_content_type":"text/html","income":null,"expenses":"310000.00","expenses_method":"A","expenses_method_display":"A","posted_by_name":"Desmarie M. Waterhouse","dt_posted":"2026-07-20T22:17:22-04:00","termination_date":null,"registrant_country":"United States of America","registrant_ppb_country":null,"registrant_address_1":"2451 Crystal Drive","registrant_address_2":"Suite 1000","registrant_different_address":false,"registrant_city":"Arlington","registrant_state":"VA","registrant_zip":"22202","registrant":{"id":3184,"url":"https://lda.gov/api/v1/registrants/3184/","house_registrant_id":30850,"name":"AMERICAN PUBLIC POWER ASSOCIATION","description":null,"address_1":"2451 Crystal Drive","address_2":"Suite 1000","address_3":null,"address_4":null,"city":"Arlington","state":"VA","state_display":"Virginia","zip":"22202","country":"US","country_display":"United States of America","ppb_country":"US","ppb_country_display":"United States of America","contact_name":"DESMARIE WATERHOUSE","contact_telephone":"+1 202-467-2930","dt_updated":"2026-07-09T10:08:40.733249-04:00"},"client":{"id":103643,"url":"https://lda.gov/api/v1/clients/103643/","client_id":12,"name":"AMERICAN PUBLIC POWER ASSOCIATION","general_description":null,"client_government_entity":false,"client_self_select":true,"state":"VA","state_display":"Virginia","country":"US","country_display":"United States of America","ppb_state":"VA","ppb_state_display":"Virginia","ppb_country":"US","ppb_country_display":"United States of America","effective_date":"2007-08-13"},"lobbying_activities":[{"general_issue_code":"UTI","general_issue_code_display":"Utilities","description":"Discussed support for H.R. 7266, the Rural and Municipal Utility Cybersecurity Act (all provisions) to reauthorize the Rural and Municipal Utility Grant and Technical Assistance (RMUC) Program as authorized in section 40124 of the Infrastructure Investment and Jobs Act of 2021. Discussed general APPA support for hydropower licensing and relicensing reform, including amending section 4(e) of the Federal Power Act (16 USC ch. 12) to limit mandatory conditions and fishway prescriptions and section 241 of the Energy Policy Act of 2005 (P.L. 109-58) to extend trial-type hearing rights to alternative conditions under section 33 of the Federal Power Act (no legislation). Discussed the need to amend sections 4(e) and 18 of the Federal Power Act so that mandatory conditions and fishway prescriptions address only direct project effects, like those from the construction, operation, or maintenance of the licensed project (no legislation). Discussed support for S. 3518, the Fair Licensing for Operations of Water Structures (FLOWS) Act of 2025, to amend the Federal Power Act to address certain alterations in, and the maintenance and repair of, project works, to provide for the licensing of micro hydrokinetic energy projects (all provisions). Discussed support for H.R. 9337, the Hydropower Licensing Affordability Act, to amend the Federal Power Act to modernize the hydropower licensing process (all provisions). Discussed the need for permitting reform, including changes to the National Environmental Policy Act and other environmental statutes, to help expedite the siting and permitting of energy projects to meet rising electricity demand (no legislation). Discussed concerns with sections 401 and 402 in S. 4753, the Energy Permitting Reform Act of 2024, which would expand the Federal Energy Regulatory Commissions jurisdiction over non-jurisdictional entities under section 201(f) of the Federal Power Act. Discussed how interregional transmission planning should be left to each region of the country rather than imposing a one-size-fits-all federal mandate for each region to maintain a minimum level of transfer capability with its neighbors (no legislation). Discussed maintaining the existing beneficiary-pays cost allocation principle for transmission under the Federal Power Act to require the costs of a transmission project to be allocated to beneficiaries in a way that is roughly commensurate with the estimated benefits (no legislation). Discussed general support for legislation that would remove duplicative National Environmental Policy Act requirements for the National Interest Electric Transmission Corridor designation and siting processes (no legislation). Discussed H.R. 7786, the SPEED & Reliability Act (all provisions), from the 118th Congress, to remove duplicative National Environmental Policy Act requirements for the National Interest Electric Transmission Corridor designation and siting processes. Discussed H.R. 6633, the High-Capacity Grid Act (all provisions), to establish a best-available transmission conductor standard for certain transmission projects under the Federal Power Act and to provide for presumptions regarding cost recovery for such conductors. Discussed support for H.R. 3616/S. 3034, the Reliable Power Act, to give the Federal Energy Regulatory Commission the authority to determine and mitigate the significant reliability impacts of major federal regulations (all provisions). Discussed H.R. 9332, the Load Forecasting Enhancement Act, to require the Federal Energy Regulatory Commission to establish regional joint boards to study electric load forecasting. Discussed technical assistance for public power utilities for load forecasting. Discussed H.R. 9340, the Ratepayer Protection Act, to amend the Public Utility Regulatory Policies Act of 1978 to establish a federal standard relating to the recovery of the full, incremental costs of upgrades that serve large-load customers (all provisions). Discussed Winter Storm Fern and the use of section 202(c) orders by the Department of Energy to ensure grid reliability. Discussed grid enhancing technologies and their potential ability to improve grid reliability but should only be deployed where there are clear reliability and consumer benefits (no legislation). Discussed support for joint ownership of transmission facilities to help facilitate transmission development while keeping costs affordable for electricity customers (no legislation). Provided feedback on draft transmission legislation to make changes to the Federal Power Act that would, among other things, expand the Federal Energy Regulatory Commissions authority over public power utilities and increase costs for their customers. Provided feedback on draft legislation, the State Energy Oversight Act, on performance-based ratemaking. Discussed the need for permitting reform efforts to be technology neutral (no bill). Discussed support for H.R. 8308, the Create Expedited Reviews to Transform American Infrastructure Now (CERTAIN) Act, to reduce permitting delays and create a more predictable environment for infrastructure development (all provisions). Discussed the importance of coordination between the military and public power utilities that serve them (no legislation). Discussed issues related to defense critical electric infrastructure, including the importance of coordination between the military and Department of Energy (no legislation). Discussed existing cooperative agreements with the Department of Energy (DE-CR0000007, DE-CR0000015, and DE-CR0000026. Discussed the Executive Order on Artificial Intelligence. Discussion of distribution transformer supply chain challenges (no legislation). Discussed the impact of federal trade policies on supply chains for public power utilities (no legislation). Discussed supply chain issues facing public power utilities and the significant cost increases they are seeing for key electrical equipment that can only be acquired abroad (no legislation). Discussed the importance of the Tennessee Valley Authority to public power utilities served by it. Discussed the public power business model (no legislation). Discussed energy affordability and all the actions public power utilities take to keep electricity affordable for their customers and to assist those in need (no legislation). Discussed how public power utilities are working to ensure their customers do not bear the costs of serving large computational loads (no legislation). Discussed issues related to data center affordability and support for efforts to protect affordability and reliability, as well as ensuring a voice for public power in evaluating governance issues (FERC Docket RM26-4 and AD26-7). Discussed strategies to address the growing burden of transmission costs, including joint ownership and the elimination of transmission incentives.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":62014,"prefix":null,"prefix_display":null,"first_name":"AMY","nickname":null,"middle_name":null,"last_name":"THOMAS","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":54805,"prefix":"ms","prefix_display":"MS.","first_name":"DESMARIE","nickname":null,"middle_name":"M","last_name":"WATERHOUSE","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":151014,"prefix":"mr","prefix_display":"MR.","first_name":"CLAYTON","nickname":null,"middle_name":"FIERY","last_name":"BRYAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":147103,"prefix":"mr","prefix_display":"MR.","first_name":"SAMUEL","nickname":null,"middle_name":null,"last_name":"OWEN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":56859,"prefix":null,"prefix_display":null,"first_name":"JOHN","nickname":null,"middle_name":null,"last_name":"GODFREY","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":99465,"prefix":null,"prefix_display":null,"first_name":"SARAH","nickname":null,"middle_name":null,"last_name":"CZUFIN MATHIAS","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":25,"name":"Defense, Dept of (DOD)"},{"id":33,"name":"Energy, Dept of"},{"id":197,"name":"Federal Energy Regulatory Commission (FERC)"},{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":109,"name":"Intl Trade Administration (ITA)"},{"id":1,"name":"SENATE"}]},{"general_issue_code":"TAX","general_issue_code_display":"Taxation/Internal Revenue Code","description":"Discussed possible regulations to implement section 26 USC 7701(a)(51)(D)(i)(l)(dd), prohibited foreign entity debt test (15 percent). Discussed support for regulations implementing 26 USC 7701(51)(D)(i)(I)(dd) regarding the prohibited foreign entity debt test (15 percent) to exempt publicly offered debt or stipulate that the underwriter of publicly offered debt is the issuee for purposes of the text. Discussed support of possible changes to 26 CFR 1.141-7, Special Rules for Output Facilities, to accommodate long-term customized commercial contracts and acquisition of existing output facilities to serve large load customers. Discussed support for elective payment of energy tax credits in the Inflation Reduction Act (26 USC 6817). Discussed concerns with implementation of the domestic content requirements necessary to access elective pay provisions in the Inflation Reduction Act (Pub. Law 117-169, sections 13101(g)(2), 13102(l), 13701, and 13702). Discussed support for simplifying the qualification for elective payment under 26 USC 6417 (no legislation). Discussed support for H.R. 2160/S. 1183, the Maintaining and Enhancing Hydroelectricity and River Restoration Act, to establish tax credits environmental and safety upgrades at non-federal hydropower projects (all provisions). Discussed support for H.R. 1255, the Investing in Our Communities Act, legislation that would enable public power utilities to better manage the debt they use to finance critical infrastructure investments (all provisions). Discussed the importance of municipal bonds, which are used by public power utilities to build energy infrastructure. Discussed support for S. 1481, the Lifting Our Communities through Advanced Liquidity for Infrastructure Act, legislation that would enable public power utilities to better manage the debt they use to finance critical infrastructure investments (all provisions). Discussed opposition to potential legislation to amend, in whole or in part, 26 USC 103, tax exemption for municipal bonds. Discussed support for potential legislation to increase the $10 million small issue threshold in 26 USC 265(b)(3) to $30 million. Discussed opposition to proposed changes to tax-exempt financing to encourage the privatization of public infrastructure through asset recycling (no legislation). Discussed the potential effect of energy and natural gas prepayment transactions on tax-exempt financing.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":56859,"prefix":null,"prefix_display":null,"first_name":"JOHN","nickname":null,"middle_name":null,"last_name":"GODFREY","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":62014,"prefix":null,"prefix_display":null,"first_name":"AMY","nickname":null,"middle_name":null,"last_name":"THOMAS","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":54805,"prefix":"ms","prefix_display":"MS.","first_name":"DESMARIE","nickname":null,"middle_name":"M","last_name":"WATERHOUSE","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":99465,"prefix":null,"prefix_display":null,"first_name":"SARAH","nickname":null,"middle_name":null,"last_name":"CZUFIN MATHIAS","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":147103,"prefix":"mr","prefix_display":"MR.","first_name":"SAMUEL","nickname":null,"middle_name":null,"last_name":"OWEN","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":88,"name":"Securities & Exchange Commission (SEC)"},{"id":1,"name":"SENATE"},{"id":41,"name":"Treasury, Dept of"}]},{"general_issue_code":"NAT","general_issue_code_display":"Natural Resources","description":"Discussed support for H.R. 471/S. 1462, the Fix Our Forests Act, including section 204 in the House bill to provide categorical exclusion for vegetation management along power line rights-of-way on federal lands. Discussed the need for action on categorical exclusions for vegetation management along power line corridors. Also discussed strict liability for utilities operating on public lands for wildfires. Discussed the importance of the federal Power Marketing Administrations that provide federal hydropower to public power utilities and opposition to any attempts to privatize them in whole or in part. Discussed support for S. 1034/H.R. 2432, the Southwestern Power Administration Fund Establishment Act (all provisions). Discussed support for the acting commissioner of the Bureau of Reclamation to release funds in the Colorado River Dam Fund for the acquisition of wide head turbines at Hoover Dam as directed to in the report language accompanying H.R. 6938, the Energy & Water Development Appropriations Act, 2026. Discussed the need to exempt the Boulder Canyon Dam Project from the Federal Lands Recreation Enhancement Act (P.L. 108‑447), which would give the Bureau of Reclamation the ability to collect entry fees at Hoover Dam (no legislation).","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":151014,"prefix":"mr","prefix_display":"MR.","first_name":"CLAYTON","nickname":null,"middle_name":"FIERY","last_name":"BRYAN","suffix":null,"suffix_display":null},"covered_position":null,"new":true},{"lobbyist":{"id":147103,"prefix":"mr","prefix_display":"MR.","first_name":"SAMUEL","nickname":null,"middle_name":null,"last_name":"OWEN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":62014,"prefix":null,"prefix_display":null,"first_name":"AMY","nickname":null,"middle_name":null,"last_name":"THOMAS","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":99465,"prefix":null,"prefix_display":null,"first_name":"SARAH","nickname":null,"middle_name":null,"last_name":"CZUFIN MATHIAS","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":1,"name":"SENATE"},{"id":212,"name":"U.S. Forest Service"}]},{"general_issue_code":"BUD","general_issue_code_display":"Budget/Appropriations","description":"Discussed support for increased funding for the Low Income Home Energy Assistance Program and efforts to ensure the timely disbursement of funds to states (LIHEAP)(no legislation). Discussed support for section 4 of H.R. 7147, the Homeland Security and Further Additional Continuing Appropriations Act, 2026, which incorporates by reference the Joint Explanatory Statement that prescribes Federal Emergency Management Agency actions regarding disaster designations, BRIC grants, public assistance payments, and staffing.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":147103,"prefix":"mr","prefix_display":"MR.","first_name":"SAMUEL","nickname":null,"middle_name":null,"last_name":"OWEN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":56859,"prefix":null,"prefix_display":null,"first_name":"JOHN","nickname":null,"middle_name":null,"last_name":"GODFREY","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":1,"name":"SENATE"}]},{"general_issue_code":"DIS","general_issue_code_display":"Disaster Planning/Emergencies","description":"Discussed concerns with proposed changes to the operation of the Federal Emergency Management Agency (FEMA) as proposed by the FEMA Reform Council in its Final Report (changes to disaster designation methodology, public assistance calculations, and converting public assistance into block grants). Discussed support for H.R. 4669, the FEMA Act (all provisions), including section 101 on rebuilding public infrastructure.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":56859,"prefix":null,"prefix_display":null,"first_name":"JOHN","nickname":null,"middle_name":null,"last_name":"GODFREY","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":1,"name":"SENATE"}]},{"general_issue_code":"ENV","general_issue_code_display":"Environment/Superfund","description":"Discussed support for H.R. 4776, the SPEED Act, to reform permitting processes under the National Environmental Policy Act (all provisions). Discussed support for H.R. 4503, the ePermit Act, to digitize the federal permitting process for environmental reviews. Discussed support for H.R. 1897, the ESA Amendments Act of 2025, to amend the Endangered Species Act of 1973 to optimize conservation through resource prioritization, incentivize wildlife conservation on private lands, provide for greater incentives to recover listed species, create greater transparency and accountability in recovering listed species, streamline the permitting process, eliminate barriers to conservation, and restore congressional intent.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":62014,"prefix":null,"prefix_display":null,"first_name":"AMY","nickname":null,"middle_name":null,"last_name":"THOMAS","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":151014,"prefix":"mr","prefix_display":"MR.","first_name":"CLAYTON","nickname":null,"middle_name":"FIERY","last_name":"BRYAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":99465,"prefix":null,"prefix_display":null,"first_name":"SARAH","nickname":null,"middle_name":null,"last_name":"CZUFIN MATHIAS","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":54805,"prefix":"ms","prefix_display":"MS.","first_name":"DESMARIE","nickname":null,"middle_name":"M","last_name":"WATERHOUSE","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":1,"name":"SENATE"}]},{"general_issue_code":"COM","general_issue_code_display":"Communications/Broadcasting/Radio/TV","description":"Discussed an amendment to reinforce the municipal exemption in section 224 of the Communications Act of 1934, as amended, to H.R. 2289, the Proportional Review for Broadband Deployment Act, to use section 253 of the Communications Act of 1934 to effectively expand federal control over public power pole attachments.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":151014,"prefix":"mr","prefix_display":"MR.","first_name":"CLAYTON","nickname":null,"middle_name":"FIERY","last_name":"BRYAN","suffix":null,"suffix_display":null},"covered_position":null,"new":true}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"}]},{"general_issue_code":"CAW","general_issue_code_display":"Clean Air and Water (quality)","description":"Discussed support for H.R. 3898, the PERMIT Act, to improve the permitting process for infrastructure projects under the Clean Water Act, the provision regarding nationwide permitting and the determination of the appropriate acreage threshold for discharges into WOTUS, and the provision regarding section 18 statutory exclusion from the regulatory definition of WOTUS for waste treatment systems. Discussed H.R. 1267, the PFAS Water Systems Liability Act, regarding how utilities are passive receivers of PFAS. Discussed the zero-liquid discharge requirements for certain waste streams under the Environmental Protection Agencys Steam Electric Effluent Limitation Guidelines (EPA-HQ-OW-2009-0819). Discussed Clean Water Act section 401 water quality certification rule and its importance to the power sector (EPA-HQ-OW-2025-2929). Discussed the importance of issuing a final rule defining Waters of the United States quickly (EPA-HQ-OW-2025-0322). Discussed EPAs proposed repeal of the Greenhouse Gas Standards for Fossil Fuel Fired Electric Generating Units (EPA-HQ-OAR-2025-0124; FRL-12674-01-OAR). Discussed support for the National Environmental Policy Act and Clean Water Act provisions in S. 4994, the American Energy and Mineral Infrastructure Act, to streamline permitting under the Natural Gas Act, the Federal Water Pollution Control Act, and the National Environmental Policy Act of 1969.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":151014,"prefix":"mr","prefix_display":"MR.","first_name":"CLAYTON","nickname":null,"middle_name":"FIERY","last_name":"BRYAN","suffix":null,"suffix_display":null},"covered_position":null,"new":true},{"lobbyist":{"id":62014,"prefix":null,"prefix_display":null,"first_name":"AMY","nickname":null,"middle_name":null,"last_name":"THOMAS","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":54805,"prefix":"ms","prefix_display":"MS.","first_name":"DESMARIE","nickname":null,"middle_name":"M","last_name":"WATERHOUSE","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":99465,"prefix":null,"prefix_display":null,"first_name":"SARAH","nickname":null,"middle_name":null,"last_name":"CZUFIN MATHIAS","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":49,"name":"Environmental Protection Agency (EPA)"},{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":18,"name":"Office of Management & Budget (OMB)"},{"id":1,"name":"SENATE"}]}],"conviction_disclosures":[],"foreign_entities":[],"affiliated_organizations":[]},{"url":"https://lda.gov/api/v1/filings/36a1e3a6-08a6-4bb2-a388-7f5f6a8bcbe7/","filing_uuid":"36a1e3a6-08a6-4bb2-a388-7f5f6a8bcbe7","filing_type":"Q2","filing_type_display":"2nd Quarter - Report","filing_year":2026,"filing_period":"second_quarter","filing_period_display":"2nd Quarter (Apr 1 - June 30)","filing_document_url":"https://lda.gov/filings/public/filing/36a1e3a6-08a6-4bb2-a388-7f5f6a8bcbe7/print/","filing_document_content_type":"text/html","income":null,"expenses":"2140000.00","expenses_method":"A","expenses_method_display":"A","posted_by_name":"Sam Whitfield Jr.","dt_posted":"2026-07-22T00:37:40-04:00","termination_date":null,"registrant_country":"United States of America","registrant_ppb_country":null,"registrant_address_1":"555 12TH STREET NW, #550","registrant_address_2":null,"registrant_different_address":false,"registrant_city":"WASHINGTON","registrant_state":"DC","registrant_zip":"20004","registrant":{"id":26854,"url":"https://lda.gov/api/v1/registrants/26854/","house_registrant_id":30265,"name":"AMERICAN PROPERTY CASUALTY INSURANCE ASSOCIATION FKA PROPERTY CASUALTY INSURERS ASSOC. OF AMERICA","description":null,"address_1":"555 12th Street, NW","address_2":"Suite 550","address_3":null,"address_4":null,"city":"Washington","state":"DC","state_display":"District of Columbia","zip":"20004","country":"US","country_display":"United States of America","ppb_country":"US","ppb_country_display":"United States of America","contact_name":"SAM WHITFIELD","contact_telephone":"+1 202-639-0490","dt_updated":"2026-07-20T11:44:00.426772-04:00"},"client":{"id":134234,"url":"https://lda.gov/api/v1/clients/134234/","client_id":12,"name":"AMERICAN PROPERTY CASUALTY INSURANCE ASSOCIATION","general_description":null,"client_government_entity":false,"client_self_select":true,"state":"DC","state_display":"District of Columbia","country":"US","country_display":"United States of America","ppb_state":"DC","ppb_state_display":"District of Columbia","ppb_country":"US","ppb_country_display":"United States of America","effective_date":"2007-08-09"},"lobbying_activities":[{"general_issue_code":"AUT","general_issue_code_display":"Automotive Industry","description":"**Issues lobbied without specific bill number: Autonomous Vehicles **Issues lobbied without specific bill number: Safety Management System H.R. 1566 Right to Repair H.R. 2662 Automobile Insurance Costs S. 1379 Automobile Insurance Costs H.R. 4376 Auto Insurance Costs; Autonomous Vehicles H.R. 4661 Autonomous Vehicles S. 2238 Auto Insurance Costs","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":48036,"prefix":null,"prefix_display":null,"first_name":"ROBERT","nickname":null,"middle_name":null,"last_name":"GORDON","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":39507,"prefix":"mr","prefix_display":"MR.","first_name":"DONALD","nickname":null,"middle_name":"LEE","last_name":"GRIFFIN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":66651,"prefix":null,"prefix_display":null,"first_name":"MONA","nickname":null,"middle_name":null,"last_name":"DOOLEY","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":71287,"prefix":null,"prefix_display":null,"first_name":"DAVID","nickname":null,"middle_name":"F","last_name":"PEARCE","suffix":"jr","suffix_display":"JR"},"covered_position":null,"new":false},{"lobbyist":{"id":70632,"prefix":null,"prefix_display":null,"first_name":"BRETT","nickname":null,"middle_name":null,"last_name":"HEWITT","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":73356,"prefix":null,"prefix_display":null,"first_name":"STEF","nickname":null,"middle_name":null,"last_name":"ZIELEZIENSKI","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":106613,"prefix":null,"prefix_display":null,"first_name":"THERESA","nickname":null,"middle_name":null,"last_name":"PETTIGREW","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":150962,"prefix":null,"prefix_display":null,"first_name":"SAM","nickname":null,"middle_name":null,"last_name":"WHITFIELD","suffix":"jr","suffix_display":"JR"},"covered_position":null,"new":false},{"lobbyist":{"id":154842,"prefix":"mr","prefix_display":"MR.","first_name":"CORY","nickname":null,"middle_name":"EDWARD","last_name":"MAKS","suffix":null,"suffix_display":null},"covered_position":null,"new":true}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":1,"name":"SENATE"},{"id":40,"name":"Transportation, Dept of (DOT)"}]},{"general_issue_code":"DIS","general_issue_code_display":"Disaster Planning/Emergencies","description":"**Issues lobbied without specific bill number: Climate Disaster Mitigation, Resilience, and Recovery **Issues lobbied without specific bill number: Climate and Weather Prediction **Issues lobbied without specific bill number: Wildland Fire Mitigation and Management Commission Recommendations H.R. 168 Forest Management for Wildfire Mitigation H.R. 178 Wildfire Mitigation H.R. 179 Forest Management for Wildfire Mitigation H.R. 204 Wildfire Mitigation H.R. 345 Wildfire Suppression S. 91 Wildfire Mitigation and Management H.R. 390 Wildfire Suppression and Prediction S. 133 Wildfire Suppression S. 135 Wildland Firefighter Pay H.R. 501 Climate Mitigation Through Building Code Improvements H.R. 527 Wildfire Prediction H.R. 528 Post-Disaster Reforestation H.R. 582 Wildfire Resiliency Grants H.R. 731 Hazardous Fuel Reduction S. 270 Federal Natural Disaster Mitigation Commission H.R. 753 Wildfire Forecasting S.306 Wildfire Forecasting S. 350 Wildfire Resiliency H.R. 1045 Forest Health and Wildfire Institute S. 372 Climate Disaster Mitigation S. 388 Strengthening Building Codes S. 395 Wildfire Prevention Projects S. 602 Wildfire Mitigation H.R. 1932 Implementation of Recommendations from the Wildland Fire Mitigation and Management Commission H.R. 471 Fix Our Forests Act H.R. 1105 Disaster Resiliency S. 453 Wildfire Coordination H.R. 1093 Natural Disaster Mitigation S. 258 Tornado Prediction S. 613 Improving Flood and Agricultural Forecasts S. 902 Wildfire Response and Preparedness S. 441 Wildfire Readiness S. 160 Aerial Firefighting Enhancement H.R. 164 Wildfire Mitigation H.R. 3816 Natural Disaster Mitigation H.R. 3889 Wildfire Mitigation H.R. 3922 Wildfire Mitigation H.R. 3923 Wildfire Mitigation H.R. 3924 Wildfire Mitigation S. 1429 Wildfire Mitigation S. 1462 Wildfire Mitigation S. 1545 Disaster Insurance S. 1981 Wildfire Mitigation S. 2038 Wildfire Mitigation S. 2039 Wildfire Mitigation S. 2033 Wildfire Mitigation H.R. 4239 Weather and Disaster Mitigation H.R. 4302 Weather and Disaster Mitigation H.R. 4338 Weather and Disaster Mitigation H.R. 4414 Weather and Disaster Mitigation H.R. 4426 Weather and Disaster Mitigation H.R. 4482 Weather and Disaster Mitigation H.R. 4497 Major Disaster Designation H.R. 4504 Federal Insurance Mandates H.R. 4669 Weather and Disaster Mitigation H.R. 4852 Wildfire Mitigation H.R. 4990 Wildfire Mitigation H.R. 4992 Weather and Disaster Mitigation H.R. 5002 Weather and Disaster Mitigation S. 2247 Weather and Disaster Mitigation S. 2331 Major Disaster Designation S. 2349 Federal Insurance Mandates S. 2430 Wildfire Study S. 2583 Weather and Disaster Mitigation H.R. 5782 Wildfire Mitigation H.R. 6274 Weather and Disaster Mitigation S. 1626 Weather and Disaster Mitigation S. 3527 Weather and Disaster Mitigation H.R. 7578 Forest Management H.R. 7829 Disaster Relief H.Res. 980 Wildfire Mitigation S. 3590 Clean Air and Water S. 3609 Wildfire Resilience S. 3895 Disaster Relief S. 3923 Weather Forecasting S. 3961 Disaster Relief S. 4248 Flood Mitigation H.R. 8368 Disaster Relief H.R. 8439 Weather and Disaster Planning H.R. 8830 Flood Mitigation H.R. 9291 Flood Mitigation H.R. 9292 Disaster Relief S. 3506 Wildfire Mitigation and Relief S. 4433 Disaster Relief S. 4515 Flood Mitigation","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":48036,"prefix":null,"prefix_display":null,"first_name":"ROBERT","nickname":null,"middle_name":null,"last_name":"GORDON","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":66651,"prefix":null,"prefix_display":null,"first_name":"MONA","nickname":null,"middle_name":null,"last_name":"DOOLEY","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":39507,"prefix":"mr","prefix_display":"MR.","first_name":"DONALD","nickname":null,"middle_name":"LEE","last_name":"GRIFFIN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":71287,"prefix":null,"prefix_display":null,"first_name":"DAVID","nickname":null,"middle_name":"F","last_name":"PEARCE","suffix":"jr","suffix_display":"JR"},"covered_position":null,"new":false},{"lobbyist":{"id":70632,"prefix":null,"prefix_display":null,"first_name":"BRETT","nickname":null,"middle_name":null,"last_name":"HEWITT","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":73356,"prefix":null,"prefix_display":null,"first_name":"STEF","nickname":null,"middle_name":null,"last_name":"ZIELEZIENSKI","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":106613,"prefix":null,"prefix_display":null,"first_name":"THERESA","nickname":null,"middle_name":null,"last_name":"PETTIGREW","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":150962,"prefix":null,"prefix_display":null,"first_name":"SAM","nickname":null,"middle_name":null,"last_name":"WHITFIELD","suffix":"jr","suffix_display":"JR"},"covered_position":null,"new":false},{"lobbyist":{"id":154842,"prefix":"mr","prefix_display":"MR.","first_name":"CORY","nickname":null,"middle_name":"EDWARD","last_name":"MAKS","suffix":null,"suffix_display":null},"covered_position":null,"new":true}],"government_entities":[{"id":201,"name":"Homeland Security, Dept of (DHS)"},{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":198,"name":"Natl Economic Council (NEC)"},{"id":16,"name":"Natl Security Council (NSC)"},{"id":1,"name":"SENATE"}]},{"general_issue_code":"HOU","general_issue_code_display":"Housing","description":"**Issues lobbied without specific bill number: Fair Housing Act Disparate Impact Rule **Issues lobbied without specific bill number: Review of Federal Home Loan Banks H.R. 4359 Property Risk Mitigation H.R. 4448 Disparate Impact H.R. 6008 Housing Finance H.R. 6269 Housing Finance H.R. 6270 Housing Finance S. 1511 Housing Finance H.R. 6962 Housing H.R. 7108 Housing","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":66651,"prefix":null,"prefix_display":null,"first_name":"MONA","nickname":null,"middle_name":null,"last_name":"DOOLEY","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":71287,"prefix":null,"prefix_display":null,"first_name":"DAVID","nickname":null,"middle_name":"F","last_name":"PEARCE","suffix":"jr","suffix_display":"JR"},"covered_position":null,"new":false},{"lobbyist":{"id":70632,"prefix":null,"prefix_display":null,"first_name":"BRETT","nickname":null,"middle_name":null,"last_name":"HEWITT","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":73356,"prefix":null,"prefix_display":null,"first_name":"STEF","nickname":null,"middle_name":null,"last_name":"ZIELEZIENSKI","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":106613,"prefix":null,"prefix_display":null,"first_name":"THERESA","nickname":null,"middle_name":null,"last_name":"PETTIGREW","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":57,"name":"Federal Housing Finance Agency (FHFA)"},{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":1,"name":"SENATE"}]},{"general_issue_code":"INS","general_issue_code_display":"Insurance","description":"**Issues lobbied without specific bill number: Crop Insurance and Wildfire **Issues lobbied without specific bill number: National Flood Insurance Program **Issues lobbied without specific bill number: Implementation of Risk-Rating 2.0 **Issues lobbied without specific bill number: SAFE Banking Act **Issues lobbied without specific bill number: Business of Insurance **Issues lobbied without specific bill number: Credit-based Insurance Underwriting **Issues lobbied without specific bill number: FAA Reauthorization **Issues lobbied without specific bill number: Farm Bill Reauthorization **Issues lobbied without specific bill number: Cyber Insurance **Issues lobbied without specific bill number: CFPB Insurance Exclusion **Issues lobbied without specific bill number: Diversity, Equity, and Inclusion **Issues lobbied without specific bill number: Insurance Requirements for GSE Loans H.R. 550 GAO Study Regarding Insurance Coverage for Damages from Wildfire H.R. 1164 Insurance Claims During Disasters H.R. 1593 Disaster Insurance S. 824 The National Flood Insurance Program H.R. 643 Federal Insurance Office Elimination H.R. 2822 National Flood Insurance Program H.R. 3161 Flood Insurance H.R. 3437 Insurer Data Collection H.R. 3973 Federal Insurance Policy S. 1544 Data Access and Privacy S. 2052 Flood Insurance Issues S. 2053 Flood Insurance Issues S. 2054 Flood Insurance Issues **Issues lobbied without specific bill number: Terrorism Risk Insurance Program H.R. 4365 Federal Insurance Mandates H.R. 4416 Weather and Disaster Mitigation H.R. 4494 Flood Insurance H.R. 4801 Artificial Intelligence H.R. 4861 Flood Mitigation H.R. 5484 Flood Insurance H.R. 5500 Flood Insurance H.R. 5504 Flood Insurance H.R. 5574 Flood Insurance H.R. 5577 Flood Insurance H.R. 5607 Flood Insurance H.R. 5608 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Federally Declared Disasters H.R. 948 To Provide a Refundable Credit Against Tax for Wildfire Mitigation Expenditures S. 586 A Refundable Credit to Offset Flood Insurance Premiums H.R. 1481 To Ensure Sufficient Capital to Cover Catastrophic Insurance Losses S. 796 To Repeal the Corporate Alternative Minimum Tax H.R. 1849 To Provide for the Exclusion from Gros Income of Amounts Received from State-based Catastrophe Loss Mitigation Programs S. 1323 Tax Treatment for Disaster Mitigation H.R. 9500 Insurance and Fraud Tax 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Legislation to make a diverse slate of indexed and variable annuity contracts with guaranteed benefits eligible to be treated as QLACs to better meet the diverse needs of retirement savers. Legislation to make long-term care insurance tax-advantaged, accessible, and affordable. Legislation to provide balanced approach to regulating the use of AI by the insured retirement industry. Legislation to require defined contribution plans to offer participants the option to invest in protected, guaranteed lifetime income solutions for all or some of their account balances. Legislation to require plan fiduciaries to provide retirement income education to employees throughout their working years. Legislation to reform ERISA to reduce frivolous litigation. Proposals at the Department of Labor for increasing access to guaranteed, protected lifetime solutions. Proposals at the Department of Treasury/IRS for increasing access to guaranteed, protected lifetime income solutions. SEC - Implementation and Enforcement of Regulation BI and Form CRS. SEC - Implementation of Public Law No: 117-328, the Consolidated Appropriations Act, 2023, Division AA - Financial Services Matters, Title I-Registration for Index linked Annuities, Sec. 101. Parity for Registered Index-Linked Annuities Regarding Registration Rules. SEC - Final Rule - Registration for Index-Linked Annuities and Registered Market Value Adjustment Annuities; Amendments to Form N-4 for Index-Linked Annuities, Registered Market Value Adjustment Annuities, and Variable Annuities; Other Technical Amendments - 17 CFR Parts 230, 232, 239, and 274, RIN 3235-AN30. SEC - Proposed Rule - Electronic Delivery of Information Under the Federal Securities Laws (RIN: 3235-AN57). SEC - Request for Comment - Novel ETFs (RIN 3235-AN81). SEC- Proposed Rule - Registered Offering Reform - 17 CFR Parts 210, 229, 230, 232, 239, 240, and 249 (RIN 3235-AN41). SEC - Proposed Rule - Adviser and Regulated Fund Custody Rules; Crypto Custody Rules (RIN 3235-AN46). SEC - Proposed Rule - Transfer Agent Rules (RIN 3235-AL55). FINRA - Regulatory Notice - 25-04 - Rule Modernization Review Proposal. FINRA - Regulatory Notice - 25-05 - Outside Business Activities Proposed Rule. FINRA - Regulatory Notice - 25-07 - Supporting Modern Member Workplaces. FINRA - Regulatory Notice - 26-14 - Requests Comment on Proposed Changes to Modernize Rule 2210 (Communications with the Public). The President's Executive Order - Democratizing Access to Alternative Assets for 401(K) Investors (08/07/2025) (E.O. 14330). The Data Privacy Act (H.R.1165 - 118th Congress). The Empowering States to Protect Seniors from Bad Actors Act (H.R.5914 - 117th Congress). The E-SIGN Modernization Act of 2022 (S.3715 - 117th Congress). The General Accounts Product Clarifications Act (H.R.9515 - 117th Congress). The Lifetime Income for Employees Act of 2023 (H.R.3942 - 118th Congress). The SAFER Banking Act (S.2860 - 118th Congress). The Secure And Fair Enforcement (SAFE) Banking Act of 2023 (S.1323/H.R.2891 - 118th Congress). The Financial Fitness Act (H.R.8944 - 118th Congress). The Well-Being Insurance for Seniors to be at Home Act (H.R.2082-119th Congress). The Richard L. Trumka Protecting the Right to Organize (PRO) Act of 2025 (S.852/H.R.20 - 119th Congress). The Securing and Enabling Commerce Using Remote and Electronic (SECURE) Notarization Act of 2025 (S.1561/H.R.1777 - 119th Congress). The Auto Reenroll Act (S.1831/H.R.6729 - 119th Congress). The Retirement Investment Choice Act (H.R.5748 - 119th Congress). The Restoring Integrity on Fiduciary Duty Act (S.3086 - 119th Congress). The Saving for the Future Act (H.R.5887 - 119th Congress). The ERISA Litigation Reform Act (H.R.6084 - 119th Congress). The McCarran-Ferguson Protection Act (H.R.7130 - 119th Congress). The Form 5500 Filing Simplification Act (H.R.7362 - 119th Congress). The SMART Savings Act (S.5204/H.R.10039 - 119th Congress).","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":63574,"prefix":null,"prefix_display":null,"first_name":"PAUL","nickname":null,"middle_name":"JEFFREY","last_name":"RICHMAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":71044,"prefix":null,"prefix_display":null,"first_name":"JOHN","nickname":null,"middle_name":null,"last_name":"JENNINGS","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":188,"name":"Internal Revenue Service (IRS)"},{"id":38,"name":"Labor, Dept of (DOL)"},{"id":88,"name":"Securities & Exchange Commission (SEC)"},{"id":1,"name":"SENATE"},{"id":41,"name":"Treasury, Dept of"}]},{"general_issue_code":"RET","general_issue_code_display":"Retirement","description":"Amends IRS Code to establish Auto Reenrollment Tax Credit (S.2512 - 118th Congress). DOL - EBSA - Implementation of the Consolidated Appropriations Act, 2023, Division T - SECURE 2.0 Act of 2022 (Public Law No: 117-328). DOL - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). DOL - Proposed Rule on Automatic Portability Transactions Exemption - 29 CFR 255 (RIN 1210-AC21). DOL - EBSA - Final Rule - Prohibited Transaction Class Exemption 84-14 for Transactions Determined by Independent Qualified Professional Asset Managers (the QPAM Exemption) (RIN 1210-ZA07). DOL- EBSA - Proposed Rule - Pooled Employer Plans: Big Plans for Small Businesses (RIN 1210-AC10). DOL - Joint Trade Letter to Chavez-DeRemer - ERISA Litigation Reform-Reduction. DOL - EBSA - Fiduciary Duties in Selecting Designated Investment Alternatives, RIN 1210-AC38. DOL - EBSA - Requirement To Provide Paper Statements in Certain Cases-Amendments to Electronic Disclosure Safe Harbors. DOL - WH - Employee or Independent Contractor Status Under the Fair Labor Standards Act, Family and Medical Leave Act, and Migrant and Seasonal Agricultural Worker Protection Act, RIN 1235-AA46 (2026). DOL - EBSA - Proposed Rule - Amendment to Prohibited Transaction Exemption Procedures - 29 CFR 2570 (RIN: 1210-AC42). DOL - EBSA - Proposed Rule - Loyalty and the Exclusive Purpose Rule in Selecting Plan Investments and Exercising Shareholder Rights - 29 CFR 2550.404a-1 (RIN: 1210-AC37). DOL - EBSA - Proposed Rule - QPAM Re-eligibility Options After Disqualification (QROAD) Class Exemption (RIN: 1210-ZA37). DOL - EBSA - Notice - Relationship Banking and Brokerage Class Exemption (RIN: 1210-ZA38). Joint Resolution providing for congressional disapproval of the Department of Labors Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights Rule (S.J.Res.8/H.J. Res.30 - 118th Congress). Legislation and rulemaking affecting 403(b) retirement plans and federal and state regulations governing their administration and operation. Legislation establishing a federal regulatory framework to oversee the cryptocurrency market in and use of cryptocurrency in retirement plans. Legislation to clarify Form 5500 reporting requirement for retirement plans filing under a Group of Plans. Legislation to maintain and protect the diverse array of retirement plan structures. Legislation to prohibit IRSs use of private debt collection agencies for individuals over the age of 65. Legislation to promote, preserve and maintain tax-deferred treatment of retirement savings. Legislation to provide favorable tax treatment for guaranteed lifetime income. Legislation to provide technical corrections and extension of effective dates to implement the SECURE 2.0 Act. Legislation and rulemaking affecting annuities, variable life products and retirement savings including Trump Administration and Congressional proposals on tax reform, ERISA, and securities laws. Legislation to clarify the annuity selection safe harbor (P.L.116-94, Div. O, Section 204) provides a plan sponsor with the same protections in selecting an annuity contract. Legislation to direct the SEC to allow the use of amended appropriate registration forms to authorize consistent registrations for non-variable products. Legislation to ensure a balanced approach to the regulation of environmental, social, and governance investments. Legislation to increase protections and safeguards for personal financial information. Legislation to make a diverse slate of indexed and variable annuity contracts with guaranteed benefits eligible to be treated as QLACs to better meet the diverse needs of retirement savers. Legislation to make long-term care insurance tax-advantaged, accessible, and affordable. Legislation to provide balanced approach to regulating the use of AI by the insured retirement industry. Legislation to require defined contribution plans to offer participants the option to invest in protected, guaranteed lifetime income solutions for all or some of their account balances. Legislation to require inclusion of longevity risk language in annual plan notices. Legislation to require plan fiduciaries to provide retirement income education to employees throughout their working years. Legislation to reform ERISA to reduce frivolous litigation. Proposals at the Department of Labor for increasing access to guaranteed, protected lifetime solutions. Proposals at the Department of Labor to Rescind \"ESG Rule\" and Draft \"Anti-ESG Rule.\" Proposals at the Department of Treasury/IRS for increasing access to guaranteed, protected lifetime income solutions. SEC - FINRA - Proposed Rule Change to Extend the Effectiveness of Temporary FINRA Rule 3110.17 - SR-FINRA-2021-023. SEC - Implementation and Enforcement of Regulation BI and Form CRS. SEC - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). SEC - Implementation of Public Law No: 117-328, the Consolidated Appropriations Act, 2023, Division AA - Financial Services Matters, Title I-Registration for Index linked Annuities, Sec. 101. Parity for Registered Index-Linked Annuities Regarding Registration Rules. SEC - Final Rule - Registration for Index-Linked Annuities and Registered Market Value Adjustment Annuities; Amendments to Form N-4 for Index-Linked Annuities, Registered Market Value Adjustment Annuities, and Variable Annuities; Other Technical Amendments - 17 CFR Parts 230, 232, 239, and 274, RIN 3235-AN30. The President's Executive Order - Democratizing Access to Alternative Assets for 401(K) Investors (08/07/2025) (E.O. 14330). The Data Privacy Act (H.R.1165 - 118th Congress). The Empowering States to Protect Seniors from Bad Actors Act (H.R.5914 - 117th Congress). The E-SIGN Modernization Act of 2022 (S.3715 - 117th Congress). The Financial Freedom Act of 2023 (S.427/H.R.1177 - 118th Congress). The Financial Innovation and Technology for the 21st Century Act (H.R.4763 - 118th Congress). The General Accounts Product Clarifications Act (H.R.9515 - 117th Congress). The Lifetime Income for Employees Act of 2023 (H.R.3942 - 118th Congress). The Lummis-Gillibrand Responsible Financial Innovation Act (S.2281 - 118th Congress). The Portable Benefits for Independent Workers Pilot Program Act (S.1696/H.R.3482 - 118th Congress). The RETIRE Act (H.R. 5339 - 118th Congress). The SAFER Banking Act (S.2860 - 118th Congress). The Secure And Fair Enforcement (SAFE) Banking Act of 2023 (S.1323/H.R.2891 - 118th Congress). The Small Business Tax Fairness Act (S.2387 - 117th Congress). The Small Businesses Add Value for Employees (SAVE) Act (H.R.4637 - 115th Congress). The Expanding Access to Retirement Savings for Caregivers Act (H.R.6772 - 118th Congress). The Elder Justice Reauthorization and Modernization Act of 2023 (S.1198/H.R.2718 - 118th Congress). The Ensuring Sound Guidance Act (S.2282/H.R.4237 - 118th Congress). The Expanding Access to Capital Act (H.R.2799 - 118th Congress). The Financial Fitness Act (H.R.8944 - 118th Congress). The Empowering Main Street in America Act (S.5139 - 118th Congress). The Retirement Fairness for Charities and Educational Institutions Act of 2025 (S.424/H.R.1013 - 119th Congress). The GUARD Act (H.R.2978 - 119th Congress). The Protecting Prudent Investment of Retirement Savings Act (H.R.2988 - 119th Congress). The Retirement Proxy Protection Act (H.R. 1996 - 119th Congress). The Retirement Savings for Americans Act (S.1526/H.R.2696 - 119th Congress). The Balancing the Scales Act (H.R.2958 - 119th Congress). The EBSA Investigations Transparency Act (H.R.2869 - 119th Congress). The Employee Ownership Fairness Act (S.1727 - 119th Congress). The Employee Ownership Financing Act (S.2458 - 119th Congress). The Employee Ownership Representation Act (S.1728 - 119th Congress). The Financial Exploitation Prevention Act of 2025 (S.2840/H.R.2478 - 119th Congress). The Helping Young Americans Save for Retirement Act (S.1707/H.R.4718 - 119th Congress). The Improving Disclosure for Investors Act 2024/2025 (S.1877/H.R.2441 - 119th Congress). The Independent Retirement Fairness Act (S.2217 - 119th Congress). The Promotion and Expansion of Private Employee Ownership Act (S.2461 - 119th Congress). The Richard L. Trumka Protecting the Right to Organize (PRO) Act of 2025 (S.852/H.R.20 - 119th Congress). The Securing and Enabling Commerce Using Remote and Electronic (SECURE) Notarization Act of 2025 (S.1561/H.R.1777 - 119th Congress). The Unlocking Benefits for Independent Workers Act (S.2210 - 119th Congress). The Auto Reenroll Act (S.1831/H.R.6729 - 119th Congress). The Automatic IRA Act of 2025 (H.R.6722-119th Congress). The ERISA Litigation Reform Act (H.R.6084 - 119th Congress). The Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 (H.R.3383 - 119th Congress). The Providing Complete Information to Retirement Investors Act (S.3083 - 119th Congress). The Restoring Integrity on Fiduciary Duty Act (S.3086 - 119th Congress). The Retirement Investment Choice Act (H.R.5748 - 119th Congress). The Saving for the Future Act (H.R.5887 - 119th Congress). The Senior Security Act (S.4055/H.R.1469 - 119th Congress). The Small Nonprofit Retirement Security Act (S.2365/H.R.4548 - 119th Congress). The Pensions for All Act (S.2335/H.R.7556 - 119th Congress). The ABLE Tomorrow Act (S.4498 - 119th Congress). The Catching Up Family Caregivers Act (S.4291/H.R.8273 - 119th Congress). The Form 5500 Filing Simplification Act (H.R.7362 - 119th Congress). The Improving Retirement Security for Family Caregivers Act (S.4292/H.R.8274 - 119th Congress). The Investigation Status and Governance for Honest Transparency Act (S.4360 - 119th Congress). The Optimizing Participant Tax Incentives through Optional Noncash Selections Act (H.R.8314 - 119th Congress). The SMART Savings Act (S.5204/H.R.10039 - 119th Congress). The Retirement Simplification and Clarity Act (S.5156/H.R.6324 - 119th Congress). The CLEAR Forms Act (H.R.10234 - 119th Congress). The Savers' Match Enhancement Act (S.5507 - 119th Congress). To amend the Internal Revenue Code of 1986 to impose limitations on high-income taxpayers with large retirement account balances (S.5040/H.R.9813 - 119th Congress). Treasury - IRS - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). Treasury - IRS - Implementation of Public Law No: 117-328, the Consolidated Appropriations Act, 2023, Division T - SECURE 2.0 Act of 2022. Treasury - Request for Information on Financial Inclusion - 88 FR 88702 - Treas-Do-2023-0014. Treasury - IRS - Guidance on Section 324 of the SECURE 2.0 Act with Respect to Rollovers (Notice 2026-49). Treasury - IRS - Final Rule - Automatic Enrollment Requirements Under Section 414A (RIN: 1545-BR08).","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":63574,"prefix":null,"prefix_display":null,"first_name":"PAUL","nickname":null,"middle_name":"JEFFREY","last_name":"RICHMAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":71044,"prefix":null,"prefix_display":null,"first_name":"JOHN","nickname":null,"middle_name":null,"last_name":"JENNINGS","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":188,"name":"Internal Revenue Service (IRS)"},{"id":38,"name":"Labor, Dept of (DOL)"},{"id":88,"name":"Securities & Exchange Commission (SEC)"},{"id":1,"name":"SENATE"},{"id":41,"name":"Treasury, Dept of"}]},{"general_issue_code":"TAX","general_issue_code_display":"Taxation/Internal Revenue Code","description":"Amends IRS Code to establish Auto Reenrollment Tax Credit (S.2512 - 118th Congress). DOL - EBSA - Implementation of the Consolidated Appropriations Act, 2023, Division T - SECURE 2.0 Act of 2022 (Public Law No: 117-328). DOL - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). DOL - EBSA - Final Rule - Prohibited Transaction Class Exemption 84-14 for Transactions Determined by Independent Qualified Professional Asset Managers (the QPAM Exemption) (RIN 1210-ZA07). DOL - EBSA - Proposed Rule - Pooled Employer Plans: Big Plans for Small Businesses (RIN 1210-AC10). DOL - EBSA - Fiduciary Duties in Selecting Designated Investment Alternatives, RIN 1210-AC38. DOL - EBSA - Requirement To Provide Paper Statements in Certain Cases-Amendments to Electronic Disclosure Safe Harbors. DOL - WH - Employee or Independent Contractor Status Under the Fair Labor Standards Act, Family and Medical Leave Act, and Migrant and Seasonal Agricultural Worker Protection Act, RIN 1235-AA46 (2026). DOL - EBSA - Proposed Rule - Amendment to Prohibited Transaction Exemption Procedures - 29 CFR 2570 (RIN: 1210-AC42). DOL - EBSA - Proposed Rule - Loyalty and the Exclusive Purpose Rule in Selecting Plan Investments and Exercising Shareholder Rights - 29 CFR 2550.404a-1 (RIN: 1210-AC37). DOL - EBSA - Proposed Rule - QPAM Re-eligibility Options After Disqualification (QROAD) Class Exemption (RIN: 1210-ZA37). DOL - EBSA - Notice - Relationship Banking and Brokerage Class Exemption (RIN: 1210-ZA38). The President's Executive Order - Democratizing Access to Alternative Assets for 401(K) Investors (08/07/2025) (E.O. 14330). Legislation and rulemaking affecting 403(b) retirement plans and federal and state regulations governing their administration and operation. Legislation to prohibit IRSs use of private debt collection agencies for individuals over the age of 65. Legislation to promote, preserve and maintain tax-deferred treatment of retirement savings. Legislation to provide favorable tax treatment for guaranteed lifetime income. Legislation to provide technical corrections and extension of effective dates to implement the SECURE 2.0 Act. Legislation and rulemaking affecting annuities, variable life products and retirement savings including Trump Administration and Congressional proposals on tax reform, ERISA, and securities laws. Legislation to make a diverse slate of indexed and variable annuity contracts with guaranteed benefits eligible to be treated as QLACs to better meet the diverse needs of retirement savers. Legislation to make long-term care insurance tax-advantaged, accessible, and affordable. Legislation to require defined contribution plans to offer participants the option to invest in protected, guaranteed lifetime income solutions for all or some of their account balances. Proposals at the Department of Labor for increasing access to guaranteed, protected lifetime solutions. Proposals at the Department of Labor to Rescind \"ESG Rule\" and Draft \"Anti-ESG Rule.\" Proposals at the Department of Treasury/IRS for increasing access to guaranteed, protected lifetime income solutions. SEC - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). SEC/Treasury - Joint Proposed Rule by SEC & FinCEN - Customer Identification Programs for Registered Investment Advisers and Exempt Reporting Advisers - 17 CFR 275, 31 CFR 1032, RIN 1506-AB66, RIN 3235-AN34. The Lifetime Income for Employees Act of 2023 (H.R.3942 - 118th Congress). The Portable Benefits for Independent Workers Pilot Program Act (S.1696/H.R.3482 - 118th Congress). The Small Business Tax Fairness Act (S.2387 - 117th Congress). The Small Businesses Add Value for Employees (SAVE) Act (H.R.4637 - 115th Congress). To amend the Internal Revenue Code of 1986 to permit the rollover contributions from Roth IRAs to designated Roth accounts (H.R.6757 - 118th Congress). The Expanding Access to Retirement Savings for Caregivers Act (H.R.6772 - 118th Congress). The Well-Being Insurance for Seniors to be at Home Act (H.R.2082 - 119th Congress). The Generating Retirement Ownership through Long-Term Holding Act (S.1839/H.R.2089 - 119th Congress). The Retirement Savings for Americans Act (S.1526/H.R.2696 - 119th Congress). The Tax Relief for Victims of Crimes, Scams, and Disasters Act (S.1773/H.R.3469 - 119th Congress). The Financial Exploitation Prevention Act of 2025 (S.2840/H.R.2478 - 119th Congress). The Helping Young Americans Save for Retirement Act (S.1707/H.R.4718 - 119th Congress). The Promotion and Expansion of Private Employee Ownership Act (S.2461 - 119th Congress). The Protecting Prudent Investment of Retirement Savings Act (H.R.2988 - 119th Congress). The Securing and Enabling Commerce Using Remote and Electronic (SECURE) Notarization Act of 2025 (S.1561/H.R.1777 - 119th Congress). The Auto Reenroll Act (S.1831/H.R.6729 - 119th Congress). The Automatic IRA Act of 2025 (H.R.6722 - 119th Congress). The Saving for the Future Act (H.R.5887 - 119th Congress). The Small Nonprofit Retirement Security Act (S.2365/H.R.4548 - 119th Congress). The Pensions for All Act (S.2335/H.R.7556 - 119th Congress). The ABLE Tomorrow Act (S.4498 - 119th Congress). The Catching Up Family Caregivers Act (S.4291/H.R.8273 - 119th Congress). The Form 5500 Filing Simplification Act (H.R.7362 - 119th Congress). The Improving Retirement Security for Family Caregivers Act (S.4292/H.R.8274 - 119th Congress). The Optimizing Participant Tax Incentives through Optional Noncash Selections Act (H.R.8314 - 119th Congress). The SMART Savings Act (S.5204/H.R.10039 - 119th Congress). The Retirement Simplification and Clarity Act (S.5156/H.R.6324 - 119th Congress). The Savers' Match Enhancement Act (S.5507 - 119th Congress). To amend the Internal Revenue Code of 1986 to impose limitations on high-income taxpayers with large retirement account balances (S.5040/H.R.9813 - 119th Congress). Treasury - IRS - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). Treasury - IRS - Implementation of Public Law No: 117-328, the Consolidated Appropriations Act, 2023, Division T - SECURE 2.0 Act of 2022. Treasury - Request for Information on Uses, Opportunities, and Risks of Artificial Intelligence in the Financial Services Sector - 89 FR 50048. Treasury - FinCEN - Final Rule on AML/CFT Program and Suspicious Activity Report Filing Requirements for RIAs and Exempt Reporting Advisers (RIN 1506-AB58). Treasury - IRS - Final Rule Required Minimum Distributions - 87 FR 10504, 26 CFR 1 and 26 CFR 54, REG-105954-20 (RIN 1545-BP82). Treasury - IRS - Guidance on Section 324 of the SECURE 2.0 Act with Respect to Rollovers (Notice 2026-49). Treasury - IRS - Final Rule - Automatic Enrollment Requirements Under Section 414A (RIN: 1545-BR08).","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":63574,"prefix":null,"prefix_display":null,"first_name":"PAUL","nickname":null,"middle_name":"JEFFREY","last_name":"RICHMAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":71044,"prefix":null,"prefix_display":null,"first_name":"JOHN","nickname":null,"middle_name":null,"last_name":"JENNINGS","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":188,"name":"Internal Revenue Service (IRS)"},{"id":38,"name":"Labor, Dept of (DOL)"},{"id":88,"name":"Securities & Exchange Commission (SEC)"},{"id":1,"name":"SENATE"},{"id":41,"name":"Treasury, Dept of"}]},{"general_issue_code":"FIN","general_issue_code_display":"Financial Institutions/Investments/Securities","description":"DOL - Proposed Rule on Automatic Portability Transactions Exemption - 29 CFR 255 (RIN 1210-AC21). DOL - EBSA - Fiduciary Duties in Selecting Designated Investment Alternatives, RIN 1210-AC38. FINRA - Regulatory Notice - 25-04 - Rule Modernization Review Proposal. FINRA - Regulatory Notice - 25-05 - Outside Business Activities Proposed Rule. FINRA - Regulatory Notice - 25-07 - Supporting Modern Member Workplaces. FINRA - Regulatory Notice - 26-14 - Requests Comment on Proposed Changes to Modernize Rule 2210 (Communications with the Public). Legislation establishing a federal regulatory framework to oversee the cryptocurrency market in and use of cryptocurrency in retirement plans. Legislation to provide favorable tax treatment for guaranteed lifetime income. Legislation and rulemaking affecting annuities, variable life products and retirement savings including Trump Administration and Congressional proposals on tax reform, ERISA, and securities laws. Legislation to direct the SEC to allow the use of amended appropriate registration forms to authorize consistent registrations for non-variable products. Legislation to ensure a balanced approach to the regulation of environmental, social, and governance investments. Legislation to increase protections and safeguards for personal financial information. Legislation to make a diverse slate of indexed and variable annuity contracts with guaranteed benefits eligible to be treated as QLACs to better meet the diverse needs of retirement savers. Legislation to provide balanced approach to regulating the use of AI by the insured retirement industry. Proposals at the Department of Labor for increasing access to guaranteed, protected lifetime solutions. Proposals at the Department of Labor to Rescind \"ESG Rule\" and Draft \"Anti-ESG Rule.\" Proposals at the Department of Treasury/IRS for increasing access to guaranteed, protected lifetime income solutions. SEC - Implementation and Enforcement of Regulation BI and Form CRS. SEC - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). SEC - Implementation of Public Law No: 117-328, the Consolidated Appropriations Act, 2023, Division AA - Financial Services Matters, Title I-Registration for Index linked Annuities, Sec. 101. Parity for Registered Index-Linked Annuities Regarding Registration Rules. SEC - Final Rule - Registration for Index-Linked Annuities and Registered Market Value Adjustment Annuities; Amendments to Form N-4 for Index-Linked Annuities, Registered Market Value Adjustment Annuities, and Variable Annuities; Other Technical Amendments - 17 CFR Parts 230, 232, 239, and 274, RIN 3235-AN30. SEC - Proposed Rule - Electronic Delivery of Information Under the Federal Securities Laws (RIN: 3235-AN57). SEC - Request for Comment - Novel ETFs (RIN 3235-AN81). SEC- Proposed Rule - Registered Offering Reform - 17 CFR Parts 210, 229, 230, 232, 239, 240, and 249 (RIN 3235-AN41). SEC - Proposed Rule - Adviser and Regulated Fund Custody Rules; Crypto Custody Rules (RIN 3235-AN46). SEC - Proposed Rule - Transfer Agent Rules (RIN 3235-AL55). The President's Executive Order - Democratizing Access to Alternative Assets for 401(K) Investors (08/07/2025) (E.O. 14330). The Data Privacy Act (H.R.1165 - 118th Congress). The Empowering States to Protect Seniors from Bad Actors Act (H.R.5914 - 117th Congress). The E-SIGN Modernization Act of 2022 (S.3715 - 117th Congress). The Financial Freedom Act of 2023 (S.427/H.R.1177 - 118th Congress). The Financial Innovation and Technology for the 21st Century Act (H.R.4763 - 118th Congress). The Improving Corporate Governance Through Diversity Act of 2023 (S.2007/H.R.4177 - 118th Congress). The Lummis-Gillibrand Responsible Financial Innovation Act (S.2281 - 118th Congress). The No Discrimination in My Benefits Act (H.R.5338 - 118th Congress). The RETIRE Act (H.R.5339 - 118th Congress). The Retirement Proxy Protection Act (H.R.5337 - 118th Congress). The SAFER Banking Act (S.2860 - 118th Congress). The Secure And Fair Enforcement (SAFE) Banking Act of 2023 (S.1323/H.R.2891 - 118th Congress). The Elder Justice Reauthorization and Modernization Act of 2023 (S.1198/H.R.2718 - 118th Congress). The Ensuring Sound Guidance Act (S.2282/H.R.4237 - 118th Congress). The Expanding Access to Capital Act (H.R.2799 - 118th Congress). The Empowering Main Street in America Act (S.5139 - 118th Congress). The Retirement Fairness for Charities and Educational Institutions Act of 2025 (S.424/H.R.1013-119th Congress). The Protecting Prudent Investment of Retirement Savings Act (H.R.2988 - 119th Congress). The Tax Relief for Victims of Crimes, Scams, and Disasters Act (S.1773/H.R.3469 - 119th Congress). The Financial Exploitation Prevention Act of 2025 (S.2840/H.R.2478 - 119th Congress). The Helping Young Americans Save for Retirement Act (S.1707/H.R.4718 - 119th Congress). The Improving Disclosure for Investors Act 2024/2025(S.1877/H.R.2441 - 119th Congress). The Securing and Enabling Commerce Using Remote and Electronic (SECURE) Notarization Act of 2025 (S.1561/H.R.1777 - 119th Congress). The Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 (H.R.3383 - 119th Congress). The Retirement Investment Choice Act (H.R.5748 - 119th Congress). The Senior Security Act (S.4055/H.R.1469 - 119th Congress). The Catching Up Family Caregivers Act (S.4291/H.R.8273 - 119th Congress). The CLEAR Forms Act (H.R.10234 - 119th Congress). The Consumer Financial Protection Accountability and Reform Act (H.R.10184 - 119th Congress). Treasury - IRS - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94).","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":63574,"prefix":null,"prefix_display":null,"first_name":"PAUL","nickname":null,"middle_name":"JEFFREY","last_name":"RICHMAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":71044,"prefix":null,"prefix_display":null,"first_name":"JOHN","nickname":null,"middle_name":null,"last_name":"JENNINGS","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":188,"name":"Internal Revenue Service (IRS)"},{"id":38,"name":"Labor, Dept of (DOL)"},{"id":88,"name":"Securities & Exchange Commission (SEC)"},{"id":1,"name":"SENATE"},{"id":41,"name":"Treasury, Dept of"}]}],"conviction_disclosures":[],"foreign_entities":[],"affiliated_organizations":[]}]}