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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). 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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/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/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/2c1e2648-d1da-4d3b-8f42-38a6c89632e2/","filing_uuid":"2c1e2648-d1da-4d3b-8f42-38a6c89632e2","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/2c1e2648-d1da-4d3b-8f42-38a6c89632e2/print/","filing_document_content_type":"text/html","income":null,"expenses":"5320000.00","expenses_method":"A","expenses_method_display":"A","posted_by_name":"Aron Griffin","dt_posted":"2026-04-20T18:16:36-04:00","termination_date":null,"registrant_country":"United States of America","registrant_ppb_country":null,"registrant_address_1":"601 PENNSYLVANIA AVENUE, NW, SOUTH BUILDING","registrant_address_2":null,"registrant_different_address":false,"registrant_city":"WASHINGTON","registrant_state":"DC","registrant_zip":"20004","registrant":{"id":1581,"url":"https://lda.gov/api/v1/registrants/1581/","house_registrant_id":30629,"name":"AMERICA'S HEALTH INSURANCE PLANS, INC. 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Arrington, Jodey - Medicare coverage of cancer screenings H.R. 935 - Health Care Workforce Innovation Act - Rep. Garbarino, Andrew - Increase behavioral health workforce H.R. 1096 - HOPE and Mental Wellbeing Act - Rep. Salinas, Andrea - Medicare primary care visit requirements H.R. 1407 - Permanent Telehealth from Home Act - Rep. Buchanan, Vern - Medicare telehealth coverage H.R. 1523 - PREVENT DIABETES Act - Rep. DeGette, Diana - Virtual prevention programs in Medicare H.R. 1614 - To amend title XVIII of the Social Security Act to expand practitioners eligible to furnish telehealth services under the Medicare program. - Rep. Kelly, Mike - Expand practitioners eligible for telehealth in Medicare H.R. 1627 - TREATS Act - Rep. Norcross, Donald - telehealth SUD treatment H.R. 1867 - To amend title XVIII of the Social Security Act to remove in-person requirements under Medicare for mental health services furnished through telehealth and telecommunications technology. - Rep. Hern, Kevin - Removing in-person requirements for Medicare coverage for mental health telehealth H.R. 1899 - Audio-Only Telehealth Access Act - Rep. Feenstra, Randy - Medicare coverage for audio-only telehealth H.R. 2013 - Medicare Home Health Accessibility Act - Rep. Smucker, Lloyd - Medicare coverage of home-based occupational therapy H.R. 2049 - Access to Family Building Act - Rep. Gillen, Laura - access to reproductive technology H.R. 2404 - Remote Opioid Monitoring Act - Rep. Balderson, Troy - remote monitoring for opioid prescriptions H.R. 2528 - Association Health Plans Act - Rep. Walberg, Tim - Association health plans treatment H.R. 2741 - PEER Support Act - Rep. Salinas, Andrea - Behavioral health workforce shortage H.R. 3000 - Caring for Seniors Act - Rep. Fitzpatrick, Brian - Long-term care workforce programs and cost reduction H.R. 4206 - CONNECT for Health Act - Rep. Thompson, Mike - Telehealth expansion and oversight H.R. 4484 - ADAPT Act - Rep. Balderson, Troy - Behavioral health service reimbursement for supervised trainees H.R. 5081 - Telehealth Modernization Act - Rep. Carter, Earl L. Buddy - Medicare telehealth flexibility extension H.R. 5371 - Continuing Appropriations and Extensions Act, 2026 - Short term government funding bill; health care program funding H.R. 7064 - AI in Health Care Efficiency and Study Act - Rep. Hernandez, Pablo Jose - AI usage in health care H.R. 7537 - Corporate Crimes Against Health Care Act - Rep. Goodlander, Maggie - Private equity restrictions for health care industry H.R. 7787 - To amend title VII of the Public Health Service Act to strengthen the mental health workforce, and for other purposes. - Rep. Carter, Troy - Mental health professional workforce expansion H.R. 7790 - Medical Records Access Fairness Act - Rep. Foster, Bill - Requirements for providing protected health information to individuals S. 339 - Nancy Gardner Sewell Medicare Multi-Cancer Early Detection Screening Coverage Act - Sen. Crapo, Mike - Medicare coverage of cancer screenings S. 422 - Right to Contraception Act - Sen. Markey, Edward - Contraception and contraception services access S. 931 - COMPLETE Care Act - Sen. Cortez Masto, Catherine - Behavioral health integration S. 1056 - Home-Based Telemental Health Care Act - Sen. Rounds, Mike - mental health and SUD telehealth services S. 1227 - ABC Act - Sen. Markey, Edward - Family caregiver coverage paperwork S. 1261 - CONNECT for Health Act - Sen. Schatz, Brian - Telehealth expansion and oversight S. 1329 - PEER Support Act - Sen. Kaine, Tim - Behavioral health workforce shortage S. 1847 - Association Health Plans Act - Sen. Paul, Rand - Association health plans treatment S. 2356 - ADAPT Act - Sen. Barrasso, John - Behavioral health service reimbursement for supervised trainees S. 2709 - Telehealth Modernization Act - Sen. Scott, Tim - Medicare telehealth flexibility extension S. 3822 - Break Up Big Medicine Act - Sen. Warren, Elizabeth - Health care entity vertical integration restrictions S. 3829 - Corporate Crimes Against Health Care Act - Sen. Warren, Elizabeth - Private equity restrictions for health care industry S. 3834 - Expanded Telehealth Access Act - Sen. Daines, Steve - Medicare telehealth allowances Issues related to broadband and public health infrastructure; mental health and telehealth; behavioral health; rural health; substance use disorder treatments; Health Savings Accounts; provider directories; artificial intelligence and privacy; insurance industry response to and support for providers regarding the Change Healthcare cyberattack and broader cyber security issues; ACA Marketplace; ACA Marketplace Program Integrity; Mental Health Parity; Surprise Medical Billing; transparency; prior authorization; IVF Coverage; ACA market regulations; and vaccine coverage.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":43527,"prefix":null,"prefix_display":null,"first_name":"JEANETTE","nickname":null,"middle_name":null,"last_name":"THORNTON","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":61321,"prefix":null,"prefix_display":null,"first_name":"MARK","nickname":null,"middle_name":null,"last_name":"HAMELBURG","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":67251,"prefix":null,"prefix_display":null,"first_name":"ADAM","nickname":null,"middle_name":"S","last_name":"BECK","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":68717,"prefix":null,"prefix_display":null,"first_name":"ARON","nickname":null,"middle_name":null,"last_name":"GRIFFIN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":71192,"prefix":null,"prefix_display":null,"first_name":"SEAN","nickname":null,"middle_name":null,"last_name":"DUGAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":113731,"prefix":null,"prefix_display":null,"first_name":"KELLEY","nickname":null,"middle_name":null,"last_name":"SCHULTZ","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":139720,"prefix":"mr","prefix_display":"MR.","first_name":"ANDREW","nickname":null,"middle_name":null,"last_name":"SHINE","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":142437,"prefix":null,"prefix_display":null,"first_name":"GARY","nickname":null,"middle_name":null,"last_name":"BECK","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":143588,"prefix":null,"prefix_display":null,"first_name":"SEAN","nickname":null,"middle_name":null,"last_name":"DICKSON","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":143589,"prefix":null,"prefix_display":null,"first_name":"SOHINI","nickname":null,"middle_name":null,"last_name":"GUPTA","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":144554,"prefix":null,"prefix_display":null,"first_name":"ANTHONY","nickname":null,"middle_name":null,"last_name":"MITCHELL","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":146235,"prefix":null,"prefix_display":null,"first_name":"SHANE","nickname":null,"middle_name":null,"last_name":"HAND","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":146236,"prefix":null,"prefix_display":null,"first_name":"MICHAEL","nickname":null,"middle_name":null,"last_name":"TUFFIN","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":136,"name":"Centers For Medicare and Medicaid Services (CMS)"},{"id":34,"name":"Health & Human Services, Dept of (HHS)"},{"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, Medicare Compare Website (no bill number) - Rep. Guthrie, Brett - improvements to CMS Medicare compare website H.R. 1 - One Big Beautiful Bill Act - Rep. Arrington, Jodey - Medicaid eligibility and state financing, Marketplace coverage and enrollment, Health Savings Account expansion, Pharmacy Benefit Manager financing and regulation H.R. 497 - Medicaid Third Party Liability Act - Rep. Crenshaw, Dan - Medicaid liable third-party exceptions H.R. 538 - Critical Access Hospital Relief Act - Rep. Smith, Adrian - Medicare physician certification requirement H.R. 584 - No Medicaid for Illegal Immigrants Act - Rep. Kiley, Kevin - Medicaid eligibility requirements H.R. 608 - COVER Now Act - Rep. Doggett, Lloyd - Medicaid expansion demo H.R. 610 - Close the Medigap Act - Rep. Doggett, Lloyd - Medigap plan reform H.R. 879 - Medicare Patient Access and Practice Stabilization Act - Rep. Murphy, Gregory - Medicare physician reimbursement H.R. 936 - Medicaid Improvement and State Flexibility Act - Rep. Green, Mark - Medicaid demonstration programs H.R. 1019 - Medicaid Program Improvement Act - Rep. Miller-Meeks, Mariannette - Medicaid management care reporting H.R. 1059 - Jobs and Opportunities for Medicaid Act - Rep. Crenshaw, Dan - Medicaid eligibility requirements H.R. 1162 - Medicaid Primary Care Improvement Act - Rep. Crenshaw, Dan - Medicaid direct primary care arrangements H.R. 1191 - Supporting Access to Rural Community Hospitals Act - Rep. Flood, Mike - Medicare critical access hospitals definition H.R. 1195 - Protect Medicaid Act - Rep. Hudson, Richard - Medicaid eligibility requirements H.R. 1279 - To amend title XIX of the Social Security Act to establish a community engagement requirement for certain individuals under the Medicaid program. - Rep. Bean, Aaron - Medicaid eligibility requirements H.R. 1403 - LIVE Beneficiaries Act - Rep. Bilirakis, Gus - Medicaid registration audits H.R. 1598 - Ensuring Access to Medicaid Buy-in Programs Act - Rep. Ciscomani, Juan - Medicaid eligibility requirements H.R. 1683 - Protecting Rural Seniors Access to Care Act - Rep. Fischbach, Michelle - Minimum nursing home staffing H.R. 1775 - Second Chances for Rural Hospitals Act - Rep. Arrington, Jodey -Definition of rural emergency hospitals H.R. 1805 - ARCH Act - Rep. Miller, Carol - Extend Medicare-dependent and low-value hospitals payments H.R. 1924 - Securing Access to Care for Seniors in Critical Condition Act - Rep. Hern, Kevin - Medicare site-neutral payments for LTC hospitals H.R. 2045 - Medicare Dental, Vision, and Hearing Benefit Act - Rep. Doggett, Lloyd - Medicare dental, vision, and hearing coverage H.R. 2263 - Telehealth Coverage Act - Rep. Khanna, Ro - Telehealth flexibilities in Medicare H.R. 2309 - Medicare and Medicaid Fraud Prevention Act - Rep. Peters, Scott - provider screening for Federal programs H.R. 2433 - Reducing Medically Unnecessary Delays in Care Act - Rep. Green, Mark - Medicare Advantage prior authorization H.R. 2533 - EASE Act - Rep. Arrington, Jodey - CMS model for virtual technology H.R. 2586 - Reentry Act - Rep. Tonko, Paul - Medicaid coverage for incarcerated population H.R. 2590 - Mental and Physical Health Care Comorbidities Act - Rep. Boyle, Brendan - CMS demonstration to treat comorbidities H.R. 2610 - Protecting Options for Seniors Act - Rep. Tenney, Claudia - MA wage index reclassification H.R. 3023 - Preventing Hospital Overbilling of Medicare Act - Rep. Spartz, Victoria - Site-neutral payment reform H.R. 3069 - Medicare for All Act - Rep. Jayapal, Pramila - New national health insurance program H.R. 3222 - SMART Health Care Act - Rep. Spartz, Victoria - MA risk adjustment H.R. 3263 - PATCH Act - Rep. Tokuda, Jill - Medicare geographic practice cost indices H.R. 3321 - Ending Medicaid Discrimination Against the Most Vulnerable Act - Rep. Roy, Chip - Enhance FMAP phase out H.R. 3415 - Nurse Staffing Standards for Hospital Patient Safety and Quality Care Act - Rep. Schakowsky, Janice - Nurse staffing ratio requirements H.R. 3467 - To amend title XVIII to reform the Medicare Advantage program - Rep. Schweikert, David - MA reforms H.R. 3808 - Expanding Seniors Access to Mental Health Services Act - Rep. Fitzpatrick, Brian - Medicare mental health services H.R. 4093 - Apples to Apples Comparison Act - Rep. Bean, Aaron - Medicare and Medicare Advantage spending reports H.R. 4139 - Cutting Copays Act - Rep. McGarvey, Morgan - Medicare cost-sharing for generic drugs H.R. 4277 - Rural Emergency Hospital Financial Stability Act - Rep. Davis, Donald - Medicaid treatment of rural emergency hospitals H.R. 4313 - Hospital Inpatient Services Modernization Act - Rep. Buchanan, Vern - Acute hospital care at home waiver H.R. 4559 - Prompt and Fair Pay Act - Rep. Doggett, Lloyd - Payment parity for MA and FFS; MA reimbursement requirements H.R. 4641 - Keep Kids Covered Act - Rep. Castor, Kathy - Continuous eligibility for children in Medicaid/CHIP H.R. 4807 - Protect Our Hospitals Act - Rep. Landsman, Greg - Medicaid provider tax repeal H.R. 5243 - To amend title XVIII of the Social Security Act to increase data transparency for supplemental benefits under Medicare Advantage. - Rep. McClellan, Jennifer - MA supplemental benefits data reporting H.R. 5281 - REAL Health Providers Act - Rep. Panetta, Jimmy - MA provider directory requirements H.R. 5584 - Medicaid Third Party Liability Act - Rep. Burgess, Michael - Impact of Third Party Liability on MCOs H.R. 6109 - To amend title XVIII of the Social Security Act to establish certain requirements with respect to rates of reversed prior authorization coverage determinations under Medicare Advantage plans. - Rep. Pocan, Mark -prior authorization under Medicare Advantage H.R. 6110 -To amend title XVIII of the Social Security Act to require Medicare Advantage plans to automatically reconsider determinations denying coverage. - Rep. Pocan, Mark - reconsider denials under Medicare Advantage H.R. 6111 - To amend title XVIII of the Social Security Act to require any advertisement of a Medicare Advantage plan to include information related to the rates of prior authorization denials under such plan. - Rep. Pocan, Mark - advertise rates of prior authorization denials under Medicare Advantage H.R. 6112 - To amend title XVIII of the Social Security Act to establish certain requirements with respect to the average monthly cost to provide coverage to an enrollee under Medicare Advantage plans. - Rep. Pocan, Mark - require monthly coverage cost to enrollees under Medicare Advantage H.R. 6113 - To amend title XVIII of the Social Security Act to impose limitations on contracts with Medicare Advantage organizations offering multiple Medicare Advantage plans under the Medicare program. - Rep. Pocan, Mark - limit multiple Medicare Advantage plans H.R. 6114 - To prohibit funds made available to the Department of Health and Human Services by previous Appropriations Acts from being used for any activity that makes Medicare Advantage the default under the Medicare program. - Rep. Pocan, Mark - prohibit Medicare Advantage from becoming the default H.R. 6254 - Medicaid Staffing Flexibility and Protection Act of 2025 - Rep. Carter, Earl - extend eligibility determinations and redeterminations for Medicaid H.R. 6361 - Ban AI Denials in Medicare Act - Rep. Landsman, Greg - limit WISeR model H.R. 6951 - Stop Unfair Medicaid Recoveries Act - Rep. Schakowsky, Janice - State Medicaid cost recoupment H.R. 6974 - Improving MA SNP Act of 2026 - Rep. Arrington, Jodey - MA SNP beneficiary approval H.R. 7189 - PrEP Access Act - Rep. Pocan, Mark - HIV prevention services under Medicare H.R. 7409 - Defend Rural Health Act - Rep. Taylor, Dave - Medicare definition of rural hospital H.R. 7727 - Sustaining Rural Healthcare Act - Rep. Alford, Mark - Medicare CAH designation H.R. 7778 - Medicaid PNA Modernization Act - Rep. Subramanyam, Suhas - Medicaid minimum monthly personal needs allowance H.R. 7803 - Save Medicare Act - Rep. Pocan, Mark - Renames Medicare Advantage H.R. 7871 - MVP Act - Rep. Guthrie, Brett - Value-based purchasing arrangements in Medicaid S. 523 - Protect Medicaid Act - Sen. Cassidy, Bill - Medicaid eligibility requirements S. 678 - LIVE Beneficiaries Act - Sen. Scott, Rick - Medicaid enrollment audits S. 717 - Increasing Access to Quality Cardiac Rehabilitation Care Act - Sen. Capito, Shelley Moore - Expanding cardiac care coverage in Medicare S. 750 - Protecting Rural Seniors Access to Care Act - Sen. Fischer, Deb - Medicaid nursing home staff requirements S. 752 - Accelerating Kids Access to Care Act - Sen. Grassley, Chuck - Out-of-state provider access for Medicaid S. 939 - Medicare Dental, Hearing, and Vision Expansion Act - Sen. Sanders, Bernard - Medicare coverage requirements S. 1082 - Safeguarding Medicaid Act - Sen. Barrasso, John - Medicaid enrollee asset verification S. 1105 - No UPCODE Act - Sen. Cassidy, Bill - MA risk adjustment S. 1264 - Mental and Physical Health Care Comorbidities Act - Sen. Bennet, Michael - CMS demonstration to treat comorbidities S. 1399 - Health Tech Investment Act - Sen. Rounds, Mike - Medicare coverage for algorithm-based services S. 1506 - Medicare for All Act - Sen. Sanders, Bernard - New national health insurance program S. 1624 - PATCH Act - Sen. Schatz, Brian - Medicare geographic practice cost indices S. 1629 - Same Care, Lower Cost Act - Sen. Kennedy, John - Medicare site-neutral payment reform S. 1637 - MVP Act - Sen. Mullin, Markwayne - Medicaid value-based purchasing agreements S. 1709 - Nurse Staffing Standards for Hospital Patient Safety and Quality Care Act - Sen. Padilla, Alex - Nurse staffing ratio requirements S. 1816 - Improving Seniors Timely Access to Care Act - Sen. Marshall, Roger - MA prior authorization S. 1903 - A bill to prohibit changes to Medicare and Medicaid in reconciliation - Sen. Reed, Jack - Medicare and Medicaid safeguards against reconciliation cuts S. 2237 - Hospital Inpatient Services Modernization Act - Sen. Scott, Tim - Acute hospital care at home waiver S. 2279 - Protect Medicaid and Rural Hospitals Act - Sen. Hawley, Josh - Medicaid provider tax and State directed payments S. 2289 - Healthy Moms and Babies Act - Sen. Grassley, Chuck - Medicaid/CHIP maternal health coverage improvements S. 2496 - Keep Kids Covered Act - Sen. Bennet, Michael - Continuous eligibility for children in Medicaid/CHIP S. 2497 - Fair Billing Act - Sen. Hassan, Maggie - Medicare site-neutral transparency and identification requirements S. 2556 - Protecting Healthcare and Lowering Costs Act - Sen. Schumer, Charles - repeal of Medicaid provisions in the One Big Beautiful Bill Act S. 2793 - Ensuring Access to Essential Providers Act - Sen. Cassidy, Bill - Essential community provider coverage requirements for MA S. 3642 - WALZ Act - Sen. Marshall, Roger - Medicaid payment investigation and audits S. 3690 - Ensuring Access to Medicaid Buy-in Programs - Sen. Blackburn, Marsha - Medicaid eligibility parameters S. 3727 - Putting an N to Learing about Fraud Act - Sen. Ernst, Joni - Federal program fraud prevention S. 3729 - PBM Reporting Transparency Act - Sen. Warner, Mark - MedPAC reports on PBMs S. 3750 - REAL Health Providers Act - Sen. Bennet, Michael - MA provider directory accuracy S. 3762 - Prior Authorization Relief Act - Sen. Whitehouse, Sheldon - MA prior authorization restrictions S. 3848 - Apples to Apples Comparison Act - Sen. Scott, Tim - Medicare and Medicare Advantage spending reports S. 3886 - Nurses Belong in Nursing Homes Act - Sen. Wyden, Ron - Nursing home staffing hours Issues related to mental health and Medicare; Medicare and Medicaid funding; Medicaid expansion; State innovation waivers; Medicaid and CHIP; Medicaid FMAP; Medicare Supplement Coverage; Medicare Transparency in Coverage; Medicaid Access Final Rule; Medicaid Redeterminations; Medicaid rate actuarial soundness; value of Medicaid Managed Care; value of Medicare Advantage; Medicare Advantage Health Risk Assessment and chart reviews; Medicare Advantage supplemental benefits and Social Determinants of health; CBO estimates of MA and FFS costs; coverage of weight loss drugs; Inflation Reduction Act implementation; Medicare Advantage Rate Notice; Part D Payment Issues; Part D VBID Issues; RADV; MA payment issues; Part D issues; prior authorization; MA prompt pay; agent/broker issues; implementation of the One Big Beautiful Bill Act; provider taxes; Medicaid community engagement requirements; and VAs community care program.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":113731,"prefix":null,"prefix_display":null,"first_name":"KELLEY","nickname":null,"middle_name":null,"last_name":"SCHULTZ","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":139720,"prefix":"mr","prefix_display":"MR.","first_name":"ANDREW","nickname":null,"middle_name":null,"last_name":"SHINE","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":142437,"prefix":null,"prefix_display":null,"first_name":"GARY","nickname":null,"middle_name":null,"last_name":"BECK","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":143588,"prefix":null,"prefix_display":null,"first_name":"SEAN","nickname":null,"middle_name":null,"last_name":"DICKSON","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":143589,"prefix":null,"prefix_display":null,"first_name":"SOHINI","nickname":null,"middle_name":null,"last_name":"GUPTA","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":144554,"prefix":null,"prefix_display":null,"first_name":"ANTHONY","nickname":null,"middle_name":null,"last_name":"MITCHELL","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":146235,"prefix":null,"prefix_display":null,"first_name":"SHANE","nickname":null,"middle_name":null,"last_name":"HAND","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":146236,"prefix":null,"prefix_display":null,"first_name":"MICHAEL","nickname":null,"middle_name":null,"last_name":"TUFFIN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":149902,"prefix":null,"prefix_display":null,"first_name":"ANNA","nickname":null,"middle_name":null,"last_name":"DUNBAR-HESTER","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":43527,"prefix":null,"prefix_display":null,"first_name":"JEANETTE","nickname":null,"middle_name":null,"last_name":"THORNTON","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":61321,"prefix":null,"prefix_display":null,"first_name":"MARK","nickname":null,"middle_name":null,"last_name":"HAMELBURG","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":68717,"prefix":null,"prefix_display":null,"first_name":"ARON","nickname":null,"middle_name":null,"last_name":"GRIFFIN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":71192,"prefix":null,"prefix_display":null,"first_name":"SEAN","nickname":null,"middle_name":null,"last_name":"DUGAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":136,"name":"Centers For Medicare and Medicaid Services (CMS)"},{"id":34,"name":"Health & Human Services, Dept of (HHS)"},{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":1,"name":"SENATE"}]},{"general_issue_code":"INS","general_issue_code_display":"Insurance","description":"Draft, To amend title XXVII of the Public Health Service Act, the Employee Retirement Income Security Act of 1974, and the Internal Revenue Code of 1986 to require out- of-pocket expenditures for drugs to count towards an individuals deductible and out-of-pocket maximum. (no bill number) - Rep. Murphy, Greg - Requirements for deductibles and MOOP to include expenditures for DTC prescriptions H.R. 1 - One Big Beautiful Bill Act - Rep. Arrington, Jodey - Medicaid eligibility and state financing, Marketplace coverage and enrollment, Health Savings Account expansion, Pharmacy Benefit Manager financing and regulation H.R. 90 - Health Coverage Choice Act - Rep. Biggs, Andy - Duration of STLDHI plans H.R. 114 - Responsible Path to Full Obamacare Repeal Act - Rep. Biggs, Andy - ACA repeal H.R. 247 - Health Care Affordability Act - Rep. Underwood, Lauren - ACA tax credit extension H.R. 267 - Health Care Price Transparency Act - Rep. Davidson, Warren - Hospital and insurer transparency requirements H.R. 639 - Doctor Knows Best Act - Rep. Van Drew, Jefferson - Commercial market prior authorization H.R. 957 - Parity Enforcement Act - Rep. Norcross, Donald - Penalties for mental health parity violations H.R. 1385 - DOC Access Act - Rep. Carter, Earl Buddy - Rate setting for dental and optometric services H.R. 1397 - Increasing Access to Dental Insurance Act - Rep. Miller-Meeks, Mariannette - Standalone dental plans H.R. 1776 - New Health Options Act - Rep. Palmer, Gary - ACA reinsurance H.R. 2079 - Insurance Fraud Accountability Act - Rep. Ross, Deborah - fraudulent ACA enrollments H.R. 2199 - Restore Protections for Dialysis Patients Act - Rep. Kelly, Mike - ESRD coverage H.R. 2553 - Capping Prescription Costs Act - Rep. Horsford, Steven - Prescription cost-sharing H.R. 2554 - Lower Drug Costs for Families Act - Rep. Horsford, Steven - Commercial market drug rebates H.R. 2636 - Making Insulin Affordable for All Children Act - Rep. Landsman, Greg - Commercial market insulin cost-sharing H.R. 3020 - Addressing Anti-Competitive Health Care Contract Clauses Act - Rep. Spartz, Victoria - Study on anti-competitive contracting H.R. 3527 - Bridge to Medicaid Act - Rep. Sewell, Terri - ACA subsidies for non-Medicare expansion states H.R. 3701 - Family Vaccine Protection Act - Rep. Pallone, Frank - ACIP codification and vaccine coverage H.R. 4406 - State-Based Universal Health Care Act - Rep. Khanna, Ro - State-based universal health care H.R. 4710- No Surprises Act Enforcement Act - Rep. Murphy, Greg - Surprise billing penalties for noncompliance by health insurers H.R. 5145 - Bipartisan Premium Tax Credit Extension Act - Rep. Kiggans, Jennifer - Temporary extension of ACA enhanced premium tax credits H.R. 6171 - ACA Copay CAP Act of 2025 - Rep. Auchincloss, Jake - establish out of pocket limit on prescription drugs H.R. 6248 - Healthy Competition for Better Care Act - Rep. Arrington, Jodey - ban anticompetitive terms in contracts, promote higher quality, lower cost care H.R. 6703 - Lower Health Care Premiums for All Americans Act - Rep. Miller-Meeks, Mariannette - amend ERISA to lower premiums H.R. 7023 - Affordable CHOICE Act - Rep. Schakowsky, Janice - public option under ACA H.R. 7164 - Capping Costs for Consumers Act - Rep. Schrier, Kim - ACA cost-sharing reductions S. 46 - Health Care Affordability Act - Sen. Shaheen, Jeanne - ACA tax credit extension S. 729 - Hospital Transparency Compliance Enforcement Act - Sen. Kennedy, John - Hospital price transparency requirements S. 864 - HELP Copays Act - Sen. Marshall, Roger - Cost-sharing requirements S. 976 - Insurance Fraud Accountability Act - Sen. Wyden, Ron - fraudulent ACA enrollments S. 2355 - Patients Deserve Price Tags Act - Sen. Marshall, Roger - Hospital and insurer price transparency requirements S. 2420 - No Surprises Act Enforcement Act - Rep. Marshall, Roger - Surprise billing penalties for noncompliance by health insurers S. 2824 - A bill to amend the Internal Revenue Code of 1986 to extend the temporary enhanced premium tax credits - Sen. Murkowski, Lisa - Temporary extension of ACA enhanced premium tax credits S. 3599 - Affordable CHOICE Act - Sen. Whitehouse, Sheldon - public option under ACA S. 3990 - PrEP Access and Coverage Act - Sen. 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Meetings were with Senator Ron Wyden Meeting with Congressional Progressive Caucus staff on Medicare for All Act (S. 1506 / H.R. 3069) Support S.1709/HR3415, Nursing Staffing Standards for Hospital Patient Safety and Quality Care Act Meeting with Senator Fetterman staff on Medicare for All Act (S. 1506 / H.R. 3069) \"Meeting with Representative Alexandria Ocasio-Cortez staff to discuss Medicare for All Act (S. 1506 / H.R. 3069) \" Coalition call with Senator Bernie Sander's team to discuss upcoming hearing on April 22 Secretary of HHS Robert F. Kennedy Jr on the FY27 Presidents HHS request Meeting with HELP Committee staff to discuss upcoming April 22 Committee hearing with Secretary of HHS Robert F. Kennedy Jr on the FY27 Presidents HHS request In response to hearing titled Lowering Health Care Costs for All Americans: Examining Policies to Increase Health Care Transparency, urged House Energy and Commerce Committee to markup H.R. 3069, Medicare for All Act. Support Nurse Staffing Standards for Hospital Patient Safety and Quality Care Act SUPPORT- Nurse Staffing Standards for Hospital Patient Safety and Quality Care Act (S. 1709 / H.R. 3415)","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":153106,"prefix":"ms","prefix_display":"MS.","first_name":"COURTNEY","nickname":null,"middle_name":"ROSE","last_name":"LAUDICK","suffix":null,"suffix_display":null},"covered_position":null,"new":true},{"lobbyist":{"id":154404,"prefix":null,"prefix_display":null,"first_name":"DAVIS","nickname":null,"middle_name":null,"last_name":"KAMERON DAVIS","suffix":null,"suffix_display":null},"covered_position":null,"new":true},{"lobbyist":{"id":154405,"prefix":null,"prefix_display":null,"first_name":"SEDEF","nickname":null,"middle_name":null,"last_name":"BERK","suffix":null,"suffix_display":null},"covered_position":null,"new":true},{"lobbyist":{"id":141130,"prefix":null,"prefix_display":null,"first_name":"JULIA","nickname":null,"middle_name":null,"last_name":"SANTOS","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":"LBR","general_issue_code_display":"Labor Issues/Antitrust/Workplace","description":"SUPPORT- Workplace Violence Prevention for Health Care and Social Service Workers Act (S. 1232 / H.R. 2531) SUPPORT- Nurse Staffing Standards for Hospital Patient Safety and Quality Care Act (S. 1709 / H.R. 3415) SUPPORT- VA Employee Fairness Act (S. 1650 / H.R. 3261) SUPPORT - S.J.Res. 196, a Congressional Review Act resolution on the classification of nurse degrees as graduate, not professional SUPPORT-Richard L. 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Urged Congress to pass PAWA & VA Employee Fairness Act by participating in VA Worker Roundtable hosted by the Senate and House Veterans Affairs Committee Meeting with Representative Norcross to discuss HR 5408, Faster Labor Contracts Act Attended Women of Labor Spring Fling on April 21 with Members of Congress and other women in labor unions Support S.1650/HR3261, The VA Employee Fairness Act Support S.1709/HR3415, Nursing Staffing Standards for Hospital Patient Safety and Quality Care Act Support S.851/H.R.2531, Workplace Violence Prevention for Health Care and Social Service Workers Act Support HR 20, Protecting the Right to Organize Act Meeting with Senator Alsobrooks staff discussing ongoing labor negotiations at St. Agnes in Baltimore, MD Attended VA Worker Roundtable hosted by the U.S. Senate Veteran Affairs Committee, Minority Committee. Coordinated and prepped Irma Westmoreland, Chair of the NNU VA division to serve as a panelist and discussed H.R.2550, Protect America's Workforce Act and discussed H.R.2550, Protect America's Workforce Act, VA Employee Fairness Act Meeting with Education and Workforce Committee, Minority staff to discuss upcoming hearing on Antisemitism in Hospitals Coordinated IL Support for nurses winning a union election at Rush University Medical Center owned by Prime Healthcare in Chicago Meeting with Education and Workforce Committee, Minority staff to discuss upcoming hearing on temp workers in nursing. Prepared committee letter for the record for submission to the hearing. Call with Senator Duckworth and Senator Durbins team on support for nurses striking at St. Mary's hospital in Chicago Coordinated IL support for nurses striking in St. Mary's of Narazreth in Chicago Sent letter opposing nominations of James Macy for National Labor Relations Board Sent letter opposing nomination of Charlton Allen for Federal Labor Relations Authority","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":141130,"prefix":null,"prefix_display":null,"first_name":"JULIA","nickname":null,"middle_name":null,"last_name":"SANTOS","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":153106,"prefix":"ms","prefix_display":"MS.","first_name":"COURTNEY","nickname":null,"middle_name":"ROSE","last_name":"LAUDICK","suffix":null,"suffix_display":null},"covered_position":null,"new":true},{"lobbyist":{"id":154404,"prefix":null,"prefix_display":null,"first_name":"DAVIS","nickname":null,"middle_name":null,"last_name":"KAMERON DAVIS","suffix":null,"suffix_display":null},"covered_position":null,"new":true},{"lobbyist":{"id":154405,"prefix":null,"prefix_display":null,"first_name":"SEDEF","nickname":null,"middle_name":null,"last_name":"BERK","suffix":null,"suffix_display":null},"covered_position":null,"new":true}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":1,"name":"SENATE"}]},{"general_issue_code":"HOM","general_issue_code_display":"Homeland Security","description":"Oppose H.R. 7147, the Department of Homeland Security Appropriations Act of 2026. 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H.R. 8602/S. 4477: Davis-Bacon Repeal Act. DOL-ETA guidance documents on the implementation of registered apprenticeship programs (Circulars 2026-01, 2026-02, and 2026-03 and Bulletin 2026-35). H.R. 1319: Modern Worker Empowerment Act. H.R. 1320: Modern Worker Security Act. H.R. 2952: the Start Applying Labor Transparency Act. H.R. 1399: Prior Approval Reform Act. H.R.2844: Michael Enzi Voluntary Protection Program Act of 2025. 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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/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/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/3c2610c8-5588-49dd-aad3-f21d66b5d373/","filing_uuid":"3c2610c8-5588-49dd-aad3-f21d66b5d373","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/3c2610c8-5588-49dd-aad3-f21d66b5d373/print/","filing_document_content_type":"text/html","income":null,"expenses":"10000.00","expenses_method":"A","expenses_method_display":"A","posted_by_name":"Talya Steinberg","dt_posted":"2026-07-20T16:28:43-04:00","termination_date":null,"registrant_country":"United States of America","registrant_ppb_country":null,"registrant_address_1":"P.O. 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Lewis Voting Rights Advancement Act (HR 14/S 2523) Support the Equal Rights Amendment Support the Washington, D.C. Admission Act (HR 51) Oppose the Protection of Women and Girls in Sports Act (HR 28) Support the Ranked Choice Voting Act (HR 6589) Support the Fair Representation Act (HR 4632) Oppose the SAVE America Act (HR 7296/S 3752), including its attachment in other legislative vehicles Oppose the Make Elections Great Again Act (HR 7300) Support the Antisemitism Response and Prevention Act (HR 6806) Support the Resolution Celebrating the accomplishments of title IX of the Education Amendments of 1972, also known as the Patsy Takemoto Mink Equal Opportunity in Education Act, and recognizing the need to continue pursuing the goal of educational opportunities for all women and girls. (H Res 1385/S Res 785) Oppose the Protection of Women in Olympic and Amateur Sports Act (HR 1028/S 405) Oppose the proposed rule on Ballot Mail for Federal Elections published on June 2, 2026, to implement Executive Order 14399, Ensuring Citizenship Verification and Integrity in Federal Elections,91 FR 17125 (2026).","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":144770,"prefix":"ms","prefix_display":"MS.","first_name":"TALYA","nickname":null,"middle_name":"DAVIDA","last_name":"STEINBERG","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":146766,"prefix":null,"prefix_display":null,"first_name":"DARCY","nickname":null,"middle_name":null,"last_name":"HIRSH","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":1,"name":"SENATE"},{"id":99,"name":"U.S. Postal Service (USPS)"}]},{"general_issue_code":"FAM","general_issue_code_display":"Family issues/Abortion/Adoption","description":"Support the HEAL for Immigrant Families Act (HR 4104/S 2149) Support the Global Health, Empowerment, and Rights Act (HR 764/S 280) Support the Stop Comstock Act (HR 2029/S 951) Support the Access to Reproductive Care for Servicemembers Act (HR 1742/S 275) Support the Right to Contraception Act (HR 999/S 422) Support the Right to IVF Act Support the Convenient Contraception Act (HR 2529/S 1239) Support the restoration of foreign aid and US investments in family planning Oppose the reinstatement and expansion of the Global Gag Rule Support the Caring for All Families Act (HR 1002/S 437) Support continued access to medication abortion (i.e., mifepristone) Support the MARCH Act for Military Servicemembers Act (HR 3969/S 4574) Support the Protecting Human Rights and Public Health in Foreign Assistance Act (Hr 8582/S 4426) Support the Right to IVF Act Support the Reproductive Health Care Accessibility Act of 2026 (HR 8829/S 4540) Support the Resolution Reaffirming that Mifepristone is Safe and Effective (H Res 1285/S Res 732) Support the Freedom to Travel for Health Care Act (S 4701) Support the Let Doctors Provide Reproductive Health Care Act (S 4879) Support the SAFE Training for OB-GYNs Act (HR 9441) Support the SAFER Health Act (HR 9470/S 4920) Support the Right to Contraception Act (HR 999/S 422)","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":149362,"prefix":null,"prefix_display":null,"first_name":"ALEX","nickname":null,"middle_name":null,"last_name":"LEHMAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":146766,"prefix":null,"prefix_display":null,"first_name":"DARCY","nickname":null,"middle_name":null,"last_name":"HIRSH","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":144770,"prefix":"ms","prefix_display":"MS.","first_name":"TALYA","nickname":null,"middle_name":"DAVIDA","last_name":"STEINBERG","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":135,"name":"Food & Drug Administration (FDA)"},{"id":34,"name":"Health & Human Services, Dept of (HHS)"},{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":1,"name":"SENATE"},{"id":12,"name":"White House Office"}]},{"general_issue_code":"GOV","general_issue_code_display":"Government Issues","description":"Support fair courts with independent, fair, diverse, and qualified judges Oppose the confirmation of Todd Blanche to serve as Attorney General Oppose the confirmation of federal judicial nominees Justin Smith for the Eighth Circuit Court of Appeals, Anthony Powell for the District of Kansas, Anthony Mattivi for the District of Kansas, and Kathleen Lane for the District of Montana. Oppose the proposed changes to federal financial assistance policy in the Office of Management and Budgets proposed rule on Regulation for Federal Financial Assistance. 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Oppose the proposed rules restricting access to gender-affirming care for transgender young people: CMS-2451-P (Medicaid Program; Prohibition on Federal Medicaid and Children's Health Insurance Program Funding for Sex-Rejecting Procedures Furnished to Children) and CMS-3481-P (Medicare and Medicaid Programs; Hospital Condition of Participation: Prohibiting Sex-Rejecting Procedures for Children).","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":144770,"prefix":"ms","prefix_display":"MS.","first_name":"TALYA","nickname":null,"middle_name":"DAVIDA","last_name":"STEINBERG","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":149362,"prefix":null,"prefix_display":null,"first_name":"ALEX","nickname":null,"middle_name":null,"last_name":"LEHMAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":146766,"prefix":null,"prefix_display":null,"first_name":"DARCY","nickname":null,"middle_name":null,"last_name":"HIRSH","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":136,"name":"Centers For Medicare and Medicaid Services (CMS)"},{"id":34,"name":"Health & Human Services, Dept of (HHS)"},{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":1,"name":"SENATE"}]}],"conviction_disclosures":[],"foreign_entities":[],"affiliated_organizations":[]},{"url":"https://lda.gov/api/v1/filings/15c2ccfe-8aee-48d8-a7de-a06628474bbe/","filing_uuid":"15c2ccfe-8aee-48d8-a7de-a06628474bbe","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/15c2ccfe-8aee-48d8-a7de-a06628474bbe/print/","filing_document_content_type":"text/html","income":null,"expenses":"3010000.00","expenses_method":"A","expenses_method_display":"A","posted_by_name":"Aron Griffin","dt_posted":"2026-07-20T18:21:13-04:00","termination_date":null,"registrant_country":"United States of America","registrant_ppb_country":null,"registrant_address_1":"601 PENNSYLVANIA AVENUE, NW, SOUTH BUILDING","registrant_address_2":null,"registrant_different_address":false,"registrant_city":"WASHINGTON","registrant_state":"DC","registrant_zip":"20004","registrant":{"id":1581,"url":"https://lda.gov/api/v1/registrants/1581/","house_registrant_id":30629,"name":"AMERICA'S HEALTH INSURANCE PLANS, INC. 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Arrington, Jodey - Medicare coverage of cancer screenings H.R. 935 - Health Care Workforce Innovation Act - Rep. Garbarino, Andrew - Increase behavioral health workforce H.R. 1096 - HOPE and Mental Wellbeing Act - Rep. Salinas, Andrea - Medicare primary care visit requirements H.R. 1407 - Permanent Telehealth from Home Act - Rep. Buchanan, Vern - Medicare telehealth coverage H.R. 1523 - PREVENT DIABETES Act - Rep. DeGette, Diana - Virtual prevention programs in Medicare H.R. 1614 - To amend title XVIII of the Social Security Act to expand practitioners eligible to furnish telehealth services under the Medicare program. - Rep. Kelly, Mike - Expand practitioners eligible for telehealth in Medicare H.R. 1627 - TREATS Act - Rep. Norcross, Donald - telehealth SUD treatment H.R. 1867 - To amend title XVIII of the Social Security Act to remove in-person requirements under Medicare for mental health services furnished through telehealth and telecommunications technology. - Rep. Hern, Kevin - Removing in-person requirements for Medicare coverage for mental health telehealth H.R. 1899 - Audio-Only Telehealth Access Act - Rep. Feenstra, Randy - Medicare coverage for audio-only telehealth H.R. 2013 - Medicare Home Health Accessibility Act - Rep. Smucker, Lloyd - Medicare coverage of home-based occupational therapy H.R. 2049 - Access to Family Building Act - Rep. Gillen, Laura - access to reproductive technology H.R. 2404 - Remote Opioid Monitoring Act - Rep. Balderson, Troy - remote monitoring for opioid prescriptions H.R. 2528 - Association Health Plans Act - Rep. Walberg, Tim - Association health plans treatment H.R. 2741 - PEER Support Act - Rep. Salinas, Andrea - Behavioral health workforce shortage H.R. 3000 - Caring for Seniors Act - Rep. Fitzpatrick, Brian - Long-term care workforce programs and cost reduction H.R. 4206 - CONNECT for Health Act - Rep. Thompson, Mike - Telehealth expansion and oversight H.R. 4484 - ADAPT Act - Rep. Balderson, Troy - Behavioral health service reimbursement for supervised trainees H.R. 5081 - Telehealth Modernization Act - Rep. Carter, Earl L. Buddy - Medicare telehealth flexibility extension H.R. 5371 - Continuing Appropriations and Extensions Act, 2026 - Short term government funding bill; health care program funding H.R. 7064 - AI in Health Care Efficiency and Study Act - Rep. Hernandez, Pablo Jose - AI usage in health care H.R. 7537 - Corporate Crimes Against Health Care Act - Rep. Goodlander, Maggie - Private equity restrictions for health care industry H.R. 7787 - To amend title VII of the Public Health Service Act to strengthen the mental health workforce, and for other purposes. - Rep. Carter, Troy - Mental health professional workforce expansion H.R. 7790 - Medical Records Access Fairness Act - Rep. Foster, Bill - Requirements for providing protected health information to individuals H.R. 9504 - Tax Exempt Hospital Transparency Act - Rep. Murphy, Gregory - Hospital transparency requirements S. 339 - Nancy Gardner Sewell Medicare Multi-Cancer Early Detection Screening Coverage Act - Sen. Crapo, Mike - Medicare coverage of cancer screenings S. 422 - Right to Contraception Act - Sen. Markey, Edward - Contraception and contraception services access S. 931 - COMPLETE Care Act - Sen. Cortez Masto, Catherine - Behavioral health integration S. 1056 - Home-Based Telemental Health Care Act - Sen. Rounds, Mike - mental health and SUD telehealth services S. 1227 - ABC Act - Sen. Markey, Edward - Family caregiver coverage paperwork S. 1261 - CONNECT for Health Act - Sen. Schatz, Brian - Telehealth expansion and oversight S. 1329 - PEER Support Act - Sen. Kaine, Tim - Behavioral health workforce shortage S. 1847 - Association Health Plans Act - Sen. Paul, Rand - Association health plans treatment S. 2356 - ADAPT Act - Sen. Barrasso, John - Behavioral health service reimbursement for supervised trainees S. 2709 - Telehealth Modernization Act - Sen. Scott, Tim - Medicare telehealth flexibility extension S. 3822 - Break Up Big Medicine Act - Sen. Warren, Elizabeth - Health care entity vertical integration restrictions S. 3829 - Corporate Crimes Against Health Care Act - Sen. Warren, Elizabeth - Private equity restrictions for health care industry S. 3834 - Expanded Telehealth Access Act - Sen. Daines, Steve - Medicare telehealth allowances Issues related to broadband and public health infrastructure; mental health and telehealth; behavioral health; rural health; substance use disorder treatments; Health Savings Accounts; provider directories; artificial intelligence and privacy; cyber security issues; ACA Marketplace; ACA Marketplace Program Integrity; Mental Health Parity; Surprise Medical Billing; IDR; private equity ownership; transparency; prior authorization; IVF Coverage; ACA market regulations; maternal health coding; maternal health; vaccine coverage; and ICHRAs.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":43527,"prefix":null,"prefix_display":null,"first_name":"JEANETTE","nickname":null,"middle_name":null,"last_name":"THORNTON","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":61321,"prefix":null,"prefix_display":null,"first_name":"MARK","nickname":null,"middle_name":null,"last_name":"HAMELBURG","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":67251,"prefix":null,"prefix_display":null,"first_name":"ADAM","nickname":null,"middle_name":"S","last_name":"BECK","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":68717,"prefix":null,"prefix_display":null,"first_name":"ARON","nickname":null,"middle_name":null,"last_name":"GRIFFIN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":71192,"prefix":null,"prefix_display":null,"first_name":"SEAN","nickname":null,"middle_name":null,"last_name":"DUGAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":139720,"prefix":"mr","prefix_display":"MR.","first_name":"ANDREW","nickname":null,"middle_name":null,"last_name":"SHINE","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":142437,"prefix":null,"prefix_display":null,"first_name":"GARY","nickname":null,"middle_name":null,"last_name":"BECK","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":143588,"prefix":null,"prefix_display":null,"first_name":"SEAN","nickname":null,"middle_name":null,"last_name":"DICKSON","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":143589,"prefix":null,"prefix_display":null,"first_name":"SOHINI","nickname":null,"middle_name":null,"last_name":"GUPTA","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":144554,"prefix":null,"prefix_display":null,"first_name":"ANTHONY","nickname":null,"middle_name":null,"last_name":"MITCHELL","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":146235,"prefix":null,"prefix_display":null,"first_name":"SHANE","nickname":null,"middle_name":null,"last_name":"HAND","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":146236,"prefix":null,"prefix_display":null,"first_name":"MICHAEL","nickname":null,"middle_name":null,"last_name":"TUFFIN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":154624,"prefix":null,"prefix_display":null,"first_name":"ANNA","nickname":null,"middle_name":null,"last_name":"RUSSELL","suffix":null,"suffix_display":null},"covered_position":"Director of Strategic Initiatives, Office of the Secretary, Department of Labor; Deputy Director, Office of Public Liaison, Department of Labor","new":true}],"government_entities":[{"id":136,"name":"Centers For Medicare and Medicaid Services (CMS)"},{"id":34,"name":"Health & Human Services, Dept of (HHS)"},{"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, Medicare Compare Website (no bill number) - Rep. Guthrie, Brett - improvements to CMS' Medicare compare website H.R. 1 - One Big Beautiful Bill Act - Rep. Arrington, Jodey - Medicaid eligibility and state financing, Marketplace coverage and enrollment, Health Savings Account expansion, Pharmacy Benefit Manager financing and regulation H.R. 497 - Medicaid Third Party Liability Act - Rep. Crenshaw, Dan - Medicaid liable third-party exceptions H.R. 538 - Critical Access Hospital Relief Act - Rep. Smith, Adrian - Medicare physician certification requirement H.R. 584 - No Medicaid for Illegal Immigrants Act - Rep. Kiley, Kevin - Medicaid eligibility requirements H.R. 608 - COVER Now Act - Rep. Doggett, Lloyd - Medicaid expansion demo H.R. 610 - Close the Medigap Act - Rep. Doggett, Lloyd - Medigap plan reform H.R. 879 - Medicare Patient Access and Practice Stabilization Act - Rep. Murphy, Gregory - Medicare physician reimbursement H.R. 936 - Medicaid Improvement and State Flexibility Act - Rep. Green, Mark - Medicaid demonstration programs H.R. 1019 - Medicaid Program Improvement Act - Rep. Miller-Meeks, Mariannette - Medicaid management care reporting H.R. 1059 - Jobs and Opportunities for Medicaid Act - Rep. Crenshaw, Dan - Medicaid eligibility requirements H.R. 1162 - Medicaid Primary Care Improvement Act - Rep. Crenshaw, Dan - Medicaid direct primary care arrangements H.R. 1191 - Supporting Access to Rural Community Hospitals Act - Rep. Flood, Mike - Medicare critical access hospitals definition H.R. 1195 - Protect Medicaid Act - Rep. Hudson, Richard - Medicaid eligibility requirements H.R. 1279 - To amend title XIX of the Social Security Act to establish a community engagement requirement for certain individuals under the Medicaid program. - Rep. Bean, Aaron - Medicaid eligibility requirements H.R. 1403 - LIVE Beneficiaries Act - Rep. Bilirakis, Gus - Medicaid registration audits H.R. 1598 - Ensuring Access to Medicaid Buy-in Programs Act - Rep. Ciscomani, Juan - Medicaid eligibility requirements H.R. 1683 - Protecting Rural Seniors' Access to Care Act - Rep. Fischbach, Michelle - Minimum nursing home staffing H.R. 1775 - Second Chances for Rural Hospitals Act - Rep. Arrington, Jodey -Definition of rural emergency hospitals H.R. 1805 - ARCH Act - Rep. Miller, Carol - Extend Medicare-dependent and low-value hospitals payments H.R. 1924 - Securing Access to Care for Seniors in Critical Condition Act - Rep. Hern, Kevin - Medicare site-neutral payments for LTC hospitals H.R. 2045 - Medicare Dental, Vision, and Hearing Benefit Act - Rep. Doggett, Lloyd - Medicare dental, vision, and hearing coverage H.R. 2263 - Telehealth Coverage Act - Rep. Khanna, Ro - Telehealth flexibilities in Medicare H.R. 2309 - Medicare and Medicaid Fraud Prevention Act - Rep. Peters, Scott - provider screening for Federal programs H.R. 2433 - Reducing Medically Unnecessary Delays in Care Act - Rep. Green, Mark - Medicare Advantage prior authorization H.R. 2533 - EASE Act - Rep. Arrington, Jodey - CMS model for virtual technology H.R. 2586 - Reentry Act - Rep. Tonko, Paul - Medicaid coverage for incarcerated population H.R. 2590 - Mental and Physical Health Care Comorbidities Act - Rep. Boyle, Brendan - CMS demonstration to treat comorbidities H.R. 2610 - Protecting Options for Seniors Act - Rep. Tenney, Claudia - MA wage index reclassification H.R. 3023 - Preventing Hospital Overbilling of Medicare Act - Rep. Spartz, Victoria - Site-neutral payment reform H.R. 3069 - Medicare for All Act - Rep. Jayapal, Pramila - New national health insurance program H.R. 3222 - SMART Health Care Act - Rep. Spartz, Victoria - MA risk adjustment H.R. 3263 - PATCH Act - Rep. Tokuda, Jill - Medicare geographic practice cost indices H.R. 3321 - Ending Medicaid Discrimination Against the Most Vulnerable Act - Rep. Roy, Chip - Enhance FMAP phase out H.R. 3415 - Nurse Staffing Standards for Hospital Patient Safety and Quality Care Act - Rep. Schakowsky, Janice - Nurse staffing ratio requirements H.R. 3467 - To amend title XVIII to reform the Medicare Advantage program - Rep. Schweikert, David - MA reforms H.R. 3808 - Expanding Seniors Access to Mental Health Services Act - Rep. Fitzpatrick, Brian - Medicare mental health services H.R. 4093 - Apples to Apples Comparison Act - Rep. Bean, Aaron - Medicare and Medicare Advantage spending reports H.R. 4139 - Cutting Copays Act - Rep. McGarvey, Morgan - Medicare cost-sharing for generic drugs H.R. 4277 - Rural Emergency Hospital Financial Stability Act - Rep. Davis, Donald - Medicaid treatment of rural emergency hospitals H.R. 4313 - Hospital Inpatient Services Modernization Act - Rep. Buchanan, Vern - Acute hospital care at home waiver H.R. 4559 - Prompt and Fair Pay Act - Rep. Doggett, Lloyd - Payment parity for MA and FFS; MA reimbursement requirements H.R. 4641 - Keep Kids Covered Act - Rep. Castor, Kathy - Continuous eligibility for children in Medicaid/CHIP H.R. 4807 - Protect Our Hospitals Act - Rep. Landsman, Greg - Medicaid provider tax repeal H.R. 5243 - To amend title XVIII of the Social Security Act to increase data transparency for supplemental benefits under Medicare Advantage. - Rep. McClellan, Jennifer - MA supplemental benefits data reporting H.R. 5281 - REAL Health Providers Act - Rep. Panetta, Jimmy - MA provider directory requirements H.R. 5584 - Medicaid Third Party Liability Act - Rep. Burgess, Michael - Impact of Third Party Liability on MCOs H.R. 6109 - To amend title XVIII of the Social Security Act to establish certain requirements with respect to rates of reversed prior authorization coverage determinations under Medicare Advantage plans. - Rep. Pocan, Mark - prior authorization under Medicare Advantage H.R. 6110 - To amend title XVIII of the Social Security Act to require Medicare Advantage plans to automatically reconsider determinations denying coverage. - Rep. Pocan, Mark - reconsider denials under Medicare Advantage H.R. 6111 - To amend title XVIII of the Social Security Act to require any advertisement of a Medicare Advantage plan to include information related to the rates of prior authorization denials under such plan. - Rep. Pocan, Mark - advertise rates of prior authorization denials under Medicare Advantage H.R. 6112 - To amend title XVIII of the Social Security Act to establish certain requirements with respect to the average monthly cost to provide coverage to an enrollee under Medicare Advantage plans. - Rep. Pocan, Mark - require monthly coverage cost to enrollees under Medicare Advantage H.R. 6113 - To amend title XVIII of the Social Security Act to impose limitations on contracts with Medicare Advantage organizations offering multiple Medicare Advantage plans under the Medicare program. - Rep. Pocan, Mark - limit multiple Medicare Advantage plans H.R. 6114 - To prohibit funds made available to the Department of Health and Human Services by previous Appropriations Acts from being used for any activity that makes Medicare Advantage the default under the Medicare program. - Rep. Pocan, Mark - prohibit Medicare Advantage from becoming the default H.R. 6254 - Medicaid Staffing Flexibility and Protection Act of 2025 - Rep. Carter, Earl - extend eligibility determinations and redeterminations for Medicaid H.R. 6361 - Ban AI Denials in Medicare Act - Rep. Landsman, Greg - limit WISeR model H.R. 6951 - Stop Unfair Medicaid Recoveries Act - Rep. Schakowsky, Janice - State Medicaid cost recoupment H.R. 6974 - Improving MA SNP Act of 2026 - Rep. Arrington, Jodey - MA SNP beneficiary approval H.R. 7189 - PrEP Access Act - Rep. Pocan, Mark - HIV prevention services under Medicare H.R. 7409 - Defend Rural Health Act - Rep. Taylor, Dave - Medicare definition of rural hospital H.R. 7727 - Sustaining Rural Healthcare Act - Rep. Alford, Mark - Medicare CAH designation H.R. 7778 - Medicaid PNA Modernization Act - Rep. Subramanyam, Suhas - Medicaid minimum monthly personal needs allowance H.R. 7803 - Save Medicare Act - Rep. Pocan, Mark - Renames Medicare Advantage H.R. 7871 - MVP Act - Rep. Guthrie, Brett - Value-based purchasing arrangements in Medicaid H.R. 8375 - Medicare Advantage Improvement Act - Rep. Joyce, John - MA programmatic reforms H.R. 8377 - Stop Deadly Denials Act - Rep. Khanna, Ro - MA prior authorization prohibition H.R. 8875 - Improving Home Dialysis Act - Rep. Miller, Carol - Home dialysis coverage under Medicare S. 523 - Protect Medicaid Act - Sen. Cassidy, Bill - Medicaid eligibility requirements S. 678 - LIVE Beneficiaries Act - Sen. Scott, Rick - Medicaid enrollment audits S. 717 - Increasing Access to Quality Cardiac Rehabilitation Care Act - Sen. Capito, Shelley Moore - Expanding cardiac care coverage in Medicare S. 750 - Protecting Rural Seniors' Access to Care Act - Sen. Fischer, Deb - Medicaid nursing home staff requirements S. 752 - Accelerating Kids' Access to Care Act - Sen. Grassley, Chuck - Out-of-state provider access for Medicaid S. 939 - Medicare Dental, Hearing, and Vision Expansion Act - Sen. Sanders, Bernard - Medicare coverage requirements S. 1082 - Safeguarding Medicaid Act - Sen. Barrasso, John - Medicaid enrollee asset verification S. 1105 - No UPCODE Act - Sen. Cassidy, Bill - MA risk adjustment S. 1264 - Mental and Physical Health Care Comorbidities Act - Sen. Bennet, Michael - CMS demonstration to treat comorbidities S. 1399 - Health Tech Investment Act - Sen. Rounds, Mike - Medicare coverage for algorithm-based services S. 1506 - Medicare for All Act - Sen. Sanders, Bernard - New national health insurance program S. 1624 - PATCH Act - Sen. Schatz, Brian - Medicare geographic practice cost indices S. 1629 - Same Care, Lower Cost Act - Sen. Kennedy, John - Medicare site-neutral payment reform S. 1637 - MVP Act - Sen. Mullin, Markwayne - Medicaid value-based purchasing agreements S. 1709 - Nurse Staffing Standards for Hospital Patient Safety and Quality Care Act - Sen. Padilla, Alex - Nurse staffing ratio requirements S. 1816 - Improving Seniors' Timely Access to Care Act - Sen. Marshall, Roger - MA prior authorization S. 1903 - A bill to prohibit changes to Medicare and Medicaid in reconciliation - Sen. Reed, Jack - Medicare and Medicaid safeguards against reconciliation cuts S. 2237 - Hospital Inpatient Services Modernization Act - Sen. Scott, Tim - Acute hospital care at home waiver S. 2279 - Protect Medicaid and Rural Hospitals Act - Sen. Hawley, Josh - Medicaid provider tax and State directed payments S. 2289 - Healthy Moms and Babies Act - Sen. Grassley, Chuck - Medicaid/CHIP maternal health coverage improvements S. 2496 - Keep Kids Covered Act - Sen. Bennet, Michael - Continuous eligibility for children in Medicaid/CHIP S. 2497 - Fair Billing Act - Sen. Hassan, Maggie - Medicare site-neutral transparency and identification requirements S. 2556 - Protecting Healthcare and Lowering Costs Act - Sen. Schumer, Charles - repeal of Medicaid provisions in the One Big Beautiful Bill Act S. 2793 - Ensuring Access to Essential Providers Act - Sen. Cassidy, Bill - Essential community provider coverage requirements for MA S. 3642 - WALZ Act - Sen. Marshall, Roger - Medicaid payment investigation and audits S. 3690 - Ensuring Access to Medicaid Buy-in Programs - Sen. Blackburn, Marsha - Medicaid eligibility parameters S. 3727 - Putting an N to Learing about Fraud Act - Sen. Ernst, Joni - Federal program fraud prevention S. 3729 - PBM Reporting Transparency Act - Sen. Warner, Mark - MedPAC reports on PBMs S. 3750 - REAL Health Providers Act - Sen. Bennet, Michael - MA provider directory accuracy S. 3762 - Prior Authorization Relief Act - Sen. Whitehouse, Sheldon - MA prior authorization restrictions S. 3848 - Apples to Apples Comparison Act - Sen. Scott, Tim - Medicare and Medicare Advantage spending reports S. 3886 - Nurses Belong in Nursing Homes Act - Sen. Wyden, Ron - Nursing home staffing hours S. 4384 - Medicare Advantage Improvement Act - Sen. Marshall, Roger - MA programmatic reforms Issues related to mental health and Medicare; Medicare and Medicaid funding; Medicaid expansion; State innovation waivers; Medicaid and CHIP; Medicaid FMAP; Medicare Supplement Coverage; Medicare Transparency in Coverage; Waste Fraud and Abuse; Medicaid Access Final Rule; Medicaid Redeterminations; Medicaid rate actuarial soundness; value of Medicaid Managed Care; value of Medicare Advantage; Medicare Advantage Health Risk Assessment and chart reviews; Medicare Advantage supplemental benefits and Social Determinants of health; CBO estimates of MA and FFS costs; coverage of weight loss drugs; Inflation Reduction Act implementation; Medicare Advantage Rate Notice; Part D Payment Issues; Part D VBID Issues; RADV; MA payment issues; Part D issues; prior authorization; MA prompt pay; agent/broker issues; MA reporting requirements; MA provider networks and network adequacy; implementation of the One Big Beautiful Bill Act; Medicaid provider taxes; Medicaid community engagement requirements; and VA's community care program.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":43527,"prefix":null,"prefix_display":null,"first_name":"JEANETTE","nickname":null,"middle_name":null,"last_name":"THORNTON","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":61321,"prefix":null,"prefix_display":null,"first_name":"MARK","nickname":null,"middle_name":null,"last_name":"HAMELBURG","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":68717,"prefix":null,"prefix_display":null,"first_name":"ARON","nickname":null,"middle_name":null,"last_name":"GRIFFIN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":71192,"prefix":null,"prefix_display":null,"first_name":"SEAN","nickname":null,"middle_name":null,"last_name":"DUGAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":139720,"prefix":"mr","prefix_display":"MR.","first_name":"ANDREW","nickname":null,"middle_name":null,"last_name":"SHINE","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":142437,"prefix":null,"prefix_display":null,"first_name":"GARY","nickname":null,"middle_name":null,"last_name":"BECK","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":143588,"prefix":null,"prefix_display":null,"first_name":"SEAN","nickname":null,"middle_name":null,"last_name":"DICKSON","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":143589,"prefix":null,"prefix_display":null,"first_name":"SOHINI","nickname":null,"middle_name":null,"last_name":"GUPTA","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":144554,"prefix":null,"prefix_display":null,"first_name":"ANTHONY","nickname":null,"middle_name":null,"last_name":"MITCHELL","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":146235,"prefix":null,"prefix_display":null,"first_name":"SHANE","nickname":null,"middle_name":null,"last_name":"HAND","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":146236,"prefix":null,"prefix_display":null,"first_name":"MICHAEL","nickname":null,"middle_name":null,"last_name":"TUFFIN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":149902,"prefix":null,"prefix_display":null,"first_name":"ANNA","nickname":null,"middle_name":null,"last_name":"DUNBAR-HESTER","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":154624,"prefix":null,"prefix_display":null,"first_name":"ANNA","nickname":null,"middle_name":null,"last_name":"RUSSELL","suffix":null,"suffix_display":null},"covered_position":"Director of Strategic Initiatives, Office of the Secretary, Department of Labor; Deputy Director, Office of Public Liaison, Department of Labor","new":true}],"government_entities":[{"id":136,"name":"Centers For Medicare and Medicaid Services (CMS)"},{"id":5,"name":"Government Accountability Office (GAO)"},{"id":34,"name":"Health & Human Services, Dept of (HHS)"},{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":1,"name":"SENATE"}]},{"general_issue_code":"INS","general_issue_code_display":"Insurance","description":"H.R. 1 - One Big Beautiful Bill Act - Rep. Arrington, Jodey - Medicaid eligibility and state financing, Marketplace coverage and enrollment, Health Savings Account expansion, Pharmacy Benefit Manager financing and regulation H.R. 90 - Health Coverage Choice Act - Rep. Biggs, Andy - Duration of STLDHI plans H.R. 114 - Responsible Path to Full Obamacare Repeal Act - Rep. Biggs, Andy - ACA repeal H.R. 247 - Health Care Affordability Act - Rep. Underwood, Lauren - ACA tax credit extension H.R. 267 - Health Care Price Transparency Act - Rep. Davidson, Warren - Hospital and insurer transparency requirements H.R. 639 - Doctor Knows Best Act - Rep. Van Drew, Jefferson - Commercial market prior authorization H.R. 957 - Parity Enforcement Act - Rep. Norcross, Donald - Penalties for mental health parity violations H.R. 1385 - DOC Access Act - Rep. Carter, Earl Buddy - Rate setting for dental and optometric services H.R. 1397 - Increasing Access to Dental Insurance Act - Rep. Miller-Meeks, Mariannette - Standalone dental plans H.R. 1776 - New Health Options Act - Rep. Palmer, Gary - ACA reinsurance H.R. 2079 - Insurance Fraud Accountability Act - Rep. Ross, Deborah - fraudulent ACA enrollments H.R. 2199 - Restore Protections for Dialysis Patients Act - Rep. Kelly, Mike - ESRD coverage H.R. 2553 - Capping Prescription Costs Act - Rep. Horsford, Steven - Prescription cost-sharing H.R. 2554 - Lower Drug Costs for Families Act - Rep. Horsford, Steven - Commercial market drug rebates H.R. 2636 - Making Insulin Affordable for All Children Act - Rep. Landsman, Greg - Commercial market insulin cost-sharing H.R. 3020 - Addressing Anti-Competitive Health Care Contract Clauses Act - Rep. Spartz, Victoria - Study on anti-competitive contracting H.R. 3527 - Bridge to Medicaid Act - Rep. Sewell, Terri - ACA subsidies for non-Medicare expansion states H.R. 3701 - Family Vaccine Protection Act - Rep. Pallone, Frank - ACIP codification and vaccine coverage H.R. 4406 - State-Based Universal Health Care Act - Rep. Khanna, Ro - State-based universal health care H.R. 4710 - No Surprises Act Enforcement Act - Rep. Murphy, Greg - Surprise billing penalties for noncompliance by health insurers H.R. 5145 - Bipartisan Premium Tax Credit Extension Act - Rep. Kiggans, Jennifer - Temporary extension of ACA enhanced premium tax credits H.R. 5509 - Safe Step Act - Rep. Allen, Rick - Step therapy requirements H.R. 5582 - Patients Deserve Price Tags Act - Rep. James, John - Hospital and insurer price transparency requirement H.R. 6171 - ACA Copay CAP Act of 2025 - Rep. Auchincloss, Jake - establish out of pocket limit on prescription drugs H.R. 6248 - Healthy Competition for Better Care Act - Rep. Arrington, Jodey - ban anticompetitive terms in contracts, promote higher quality, lower cost care H.R. 6703 - Lower Health Care Premiums for All Americans Act - Rep. Miller-Meeks, Mariannette - amend ERISA to lower premiums H.R. 7023 - Affordable CHOICE Act - Rep. Schakowsky, Janice - public option under ACA H.R. 7164 - Capping Costs for Consumers Act - Rep. Schrier, Kim - ACA cost-sharing reductions H.R. 8270 - Every Dollar Counts Act - Rep. Murphy, Greg - Requirements for deductibles and MOOP to include expenditures for DTC prescriptions H.R. 8684 - Transparency in Billing Act - Rep. Foxx, Virginia - Transparency enforcement H.R. 9393 - Lower Costs, More Transparency Act - Rep. Guthrie, Brett - Healthcare price transparency S. 46 - Health Care Affordability Act - Sen. Shaheen, Jeanne - ACA tax credit extension S. 729 - Hospital Transparency Compliance Enforcement Act - Sen. Kennedy, John - Hospital price transparency requirements S. 864 - HELP Copays Act - Sen. Marshall, Roger - Cost-sharing requirements S. 976 - Insurance Fraud Accountability Act - Sen. Wyden, Ron - fraudulent ACA enrollments S. 2355 - Patients Deserve Price Tags Act - Sen. Marshall, Roger - Hospital and insurer price transparency requirements S. 2420 - No Surprises Act Enforcement Act - Sen. Marshall, Roger - Surprise billing penalties for noncompliance by health insurers S. 2824 - A bill to amend the Internal Revenue Code of 1986 to extend the temporary enhanced premium tax credits - Sen. Murkowski, Lisa - Temporary extension of ACA enhanced premium tax credits S. 2903 - Safe Step Act - Sen. Murkowski, Lisa - Step therapy requirement S. 3599 - Affordable CHOICE Act - Sen. Whitehouse, Sheldon - public option under ACA S. 3990 - PrEP Access and Coverage Act - Sen. Smith, Tina - Coverage requirements for HIV services S. 4189 - INSULIN Act - Sen. Collins, Susan - Insulin cost-sharing caps S. 4512 - Affordable Insulin Now Act - Sen. Kennedy, John - Insulin cost-sharing caps Issues related to implementation rule implementing the No Surprises Act prohibiting surprise medical bills; transparency report requirements; parity in mental health benefits; ERISA preemption; paperless delivery for health plan disclosures; Unauthorized Enrollments/Unauthorized Plan Switching; ACA Tax Credits (Inflation Reduction Act); final rule on Section 1557 of the ACA and its impact on Medigap plans; ACA Marketplace Enrollment and Agents and Brokers; Waste Fraud and Abuse; Vaccine Coverage; Preventative Services Coverage; the Advanced Explanation of Benefits; coverage of weight loss drugs; Transparency in Coverage; No Surprises Act; ACA Marketplace Integrity; ACA Enhanced Tax Credits; Prior Authorization; affordability; and health savings accounts.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":43527,"prefix":null,"prefix_display":null,"first_name":"JEANETTE","nickname":null,"middle_name":null,"last_name":"THORNTON","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":67251,"prefix":null,"prefix_display":null,"first_name":"ADAM","nickname":null,"middle_name":"S","last_name":"BECK","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":68717,"prefix":null,"prefix_display":null,"first_name":"ARON","nickname":null,"middle_name":null,"last_name":"GRIFFIN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":61321,"prefix":null,"prefix_display":null,"first_name":"MARK","nickname":null,"middle_name":null,"last_name":"HAMELBURG","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":71192,"prefix":null,"prefix_display":null,"first_name":"SEAN","nickname":null,"middle_name":null,"last_name":"DUGAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":139720,"prefix":"mr","prefix_display":"MR.","first_name":"ANDREW","nickname":null,"middle_name":null,"last_name":"SHINE","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":142437,"prefix":null,"prefix_display":null,"first_name":"GARY","nickname":null,"middle_name":null,"last_name":"BECK","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":143588,"prefix":null,"prefix_display":null,"first_name":"SEAN","nickname":null,"middle_name":null,"last_name":"DICKSON","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":143589,"prefix":null,"prefix_display":null,"first_name":"SOHINI","nickname":null,"middle_name":null,"last_name":"GUPTA","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":144554,"prefix":null,"prefix_display":null,"first_name":"ANTHONY","nickname":null,"middle_name":null,"last_name":"MITCHELL","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":146235,"prefix":null,"prefix_display":null,"first_name":"SHANE","nickname":null,"middle_name":null,"last_name":"HAND","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":146236,"prefix":null,"prefix_display":null,"first_name":"MICHAEL","nickname":null,"middle_name":null,"last_name":"TUFFIN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":154624,"prefix":null,"prefix_display":null,"first_name":"ANNA","nickname":null,"middle_name":null,"last_name":"RUSSELL","suffix":null,"suffix_display":null},"covered_position":"Director of Strategic Initiatives, Office of the Secretary, Department of Labor; Deputy Director, Office of Public Liaison, Department of Labor","new":true}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":1,"name":"SENATE"}]},{"general_issue_code":"PHA","general_issue_code_display":"Pharmacy","description":"Draft, the Expedited Access to Biosimilars Act (no bill number) - Rep. 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McDonald Rivet, Kristen - PBM transparency H.R. 3493 - Global Fairness in Drug Pricing Act - Rep. Khanna, Ro - Prescription drug international reference pricing H.R. 3546 - Prescription Drug Price Relief Act - Rep. Khanna, Ro - Prescription drug patent reform H.R. 3775 - Fair Prescription Drug Prices for Americans Act - Rep. Van Drew, Jefferson - Prescription drug and biological product international reference pricing H.R. 3789 - DTC Act - Rep. Taylor, David - Direct-to-consumer prescription advertising transparency H.R. 4139 - Cutting Copays Act - Rep. McGarvey, Morgan - Medicare cost-sharing for generic drugs H.R. 4231 - Treat and Reduce Obesity Act - Rep. Kelly, Mike - Medicare coverage of obesity drugs H.R. 4317 - PBM Reform Act - Rep. Carter, Earl L. Buddy - PBM contracting requirements and transparency H.R. 4605 - End Prescription Drug Ads Now Act - Rep. Nadler, Jerrold - Ban on DTC drug ads H.R. 4623 - Plain Prescription Prices Act - Rep. Williams, Nikema - Transparency requirements for DTC drug ads H.R. 5094 - Protect Patients from Costly Care Act - Rep. Pappas, Chris - Repeal of Medicaid cost sharing requirements for drugs; Orphan drug inclusion in Medicare Drug Price Negotiation Program H.R. 5197 - Protect Beneficiaries from Middlemen Act - Rep. Malliotakis, Nicole - Medicare cost-sharing limit for drugs H.R. 5526 - Biosimilar Red Tape Elimination Act - Rep. Pfluger, Austin - Biosimilars approval procedures H.R. 6255 - Affordable Insulin Now Act - Rep. Craig, Angie - require cost-sharing for certain insulin products H.R. 7837 - Most Favored Patient Act - Rep. Meuser, Daniel - MFN demonstration H.R. 8779 - PBM Act - Rep. Harshbarger, Diana - PBM ownership requirements S. 229 - DTC Act - Sen. Durbin, Richard - Drug advertising requirements S. 483 - Responsibility in Drug Advertising Act - Sen. King, Angus - Drug advertising requirements S. 526 - Pharmacy Benefit Manager Transparency Act of 2025 - Sen. 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Hassan, Margaret - FDA and USPTO coordination S. 3014 - Ensuring Timely Access to Generics Act - Sen. Shaheen, Jeanne - Generic drug approval S. 4332 - Medication Competition Act - Sen. Hassan, Maggie - Pharmaceutical exclusivity periods S. 4355 - Drug Deal Disclosure Act - Sen. Wyden, Ron - Federal MFN agreement transparency S. 4509 - PBM Act - Sen. 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Support Nurse Staffing Standards for Hospital Patient Safety and Quality Care Act SUPPORT- Nurse Staffing Standards for Hospital Patient Safety and Quality Care Act (S. 1709 / H.R. 3415)","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":141130,"prefix":null,"prefix_display":null,"first_name":"JULIA","nickname":null,"middle_name":null,"last_name":"SANTOS","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":153106,"prefix":"ms","prefix_display":"MS.","first_name":"COURTNEY","nickname":null,"middle_name":"ROSE","last_name":"LAUDICK","suffix":null,"suffix_display":null},"covered_position":null,"new":true},{"lobbyist":{"id":154404,"prefix":null,"prefix_display":null,"first_name":"DAVIS","nickname":null,"middle_name":null,"last_name":"KAMERON DAVIS","suffix":null,"suffix_display":null},"covered_position":null,"new":true},{"lobbyist":{"id":154405,"prefix":null,"prefix_display":null,"first_name":"SEDEF","nickname":null,"middle_name":null,"last_name":"BERK","suffix":null,"suffix_display":null},"covered_position":null,"new":true}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":1,"name":"SENATE"}]},{"general_issue_code":"SCI","general_issue_code_display":"Science/Technology","description":"Attended Sen. 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Call with Senator Duckworth and Senator Durbins team on support for nurses striking at St. Mary's hospital in Chicago Coordinated IL support for nurses striking in St. Mary's of Narazreth in Chicago Sent letter opposing nominations of James Macy for National Labor Relations Board Sent letter opposing nomination of Charlton Allen for Federal Labor Relations Authority","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":141130,"prefix":null,"prefix_display":null,"first_name":"JULIA","nickname":null,"middle_name":null,"last_name":"SANTOS","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":153106,"prefix":"ms","prefix_display":"MS.","first_name":"COURTNEY","nickname":null,"middle_name":"ROSE","last_name":"LAUDICK","suffix":null,"suffix_display":null},"covered_position":null,"new":true},{"lobbyist":{"id":154404,"prefix":null,"prefix_display":null,"first_name":"DAVIS","nickname":null,"middle_name":null,"last_name":"KAMERON DAVIS","suffix":null,"suffix_display":null},"covered_position":null,"new":true},{"lobbyist":{"id":154405,"prefix":null,"prefix_display":null,"first_name":"SEDEF","nickname":null,"middle_name":null,"last_name":"BERK","suffix":null,"suffix_display":null},"covered_position":null,"new":true}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":1,"name":"SENATE"}]},{"general_issue_code":"HOM","general_issue_code_display":"Homeland Security","description":"Oppose H.R. 7147, the Department of Homeland Security Appropriations Act of 2026. 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Attended by Representatives Delia Ramirez, Ro Khanna, Pramila Jayapal, and Jonathan Jackson Sent letter to U.S. Representatives supporting Rep. Tlaib's Lebanon War Powers Resolution Support H.R.3565, Block the Bombs Act Support Joint Resolutions of Disapproval to Block Weapons Transfer to Israel Support War Powers Resolutions to Stop Trumps Unconstitutional Wars in Iran, Venezuela, Lebanon, and Cuba Support Joint Resolutions of Disapproval (S.J.Res.136/ S.J.Res. 137/S.J.Res. 138) Attended press conference on ending the Cuba blockade hosted by Representative Delia Ramirez OPPOSE - NDAA and SAVE America 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Title: Independent Contractor Status Under the Fair Labor Standards Act (RIN 1235-AA34). DOL-WHD (Reg.) Title: Defining and Delimiting the Exemptions for Executive, Administrative, Professional, Outside Sales, and Computer Employees (RIN: 1235-AA39). DOL-WHD (Reg.) Title: Defining and Delimiting the Exemptions for Executive, Administrative, Professional, Outside Sales and Computer Employees (RIN: 1235-AA20). DOL-WHD (Reg.) Title: 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). Inflation Reduction Act Prevailing Wage and Apprenticeship Regulations. Davis-Bacon Act. Apprenticeship Programs, generally. Apprenticeship Requirements on Federal Contracts. Workforce development, generally. Fair Pay and Safe Workplaces/Blacklisting policies. Fair Labor Standards Act. National Labor Relations Act. OSHA compliance and enforcement, generally. Workforce Innovation and Opportunity Act reauthorization, generally. NLRB members recusal obligations. DOL-OSHA (Reg.) Title: Worker Walkaround Designation Process (RIN: 1218-AD45). DOL-WHD (Reg.) Title: Updating the Davis-Bacon and Related Acts Regulations (RIN: 1235-AA40) Sen. Josh Hawley labor policy framework, generally and workplace safety provisions. H.R. 5408/S. 844: the Faster Labor Contracts Act. H.R. 2126/S. 1064: the Fair and Open Competition Act of 2025. H.R. 20/S. 852: Richard L. Trumka Protecting the Right to Organize Act of 2025. H.R. 4154/S. 2984: Employee Rights Act. Office of Management and Budget Memorandum M-25-29: Use of Project Labor Agreements on Federal Construction Projects, Amendments to OMB-Memorandum M-24-06. U.S. Department of Justice Anticompetitive Regulations Task Force (Docket No. ATR-2025-0001). Executive Order 14278, Preparing Americans for High-Paying Skilled Trade Jobs of the Future. H.R. 4366: the Save Local Business Act. H.R. 2844: the Michael Enzi Voluntary Protection Program Act. DOL (Reg.) Title: Prohibiting Illegal Discrimination in Registered Apprenticeship Programs (RIN 1205-AC21). H.R. 4896/S. 2613: the Warehouse Worker Protection Act. S. 3852: Guaranteeing Rate Insulation from Data Centers Act. H.Res.1140: Providing for consideration of the bill (H.R. 5408) to accelerate workplace time-to-contract under the National Labor Relations Act. H.R. 8210: A Stronger Workforce for America Act of 2026. DOL-WHD (Reg.) Title: Joint Employer Status Under the Fair Labor Standards Act, Family and Medical Leave Act, and Migrant and Seasonal Agricultural Worker Protection Act Proposed Rule (RIN 1235-AA48). Nomination of Keith Sonderling to serve as Secretary of the U.S. Department of Labor. H.R. 8602/S. 4477: Davis-Bacon Repeal Act. DOL-ETA guidance documents on the implementation of registered apprenticeship programs (Circulars 2026-01, 2026-02, and 2026-03 and Bulletin 2026-35). H.R. 1319: Modern Worker Empowerment Act. H.R. 1320: Modern Worker Security Act. H.R. 2952: the Start Applying Labor Transparency Act. H.R. 1399: Prior Approval Reform Act. Nomination of James Macy and David Prouty to serve as members of the National Labor Relations Board. OMB (Reg.) Title: Regulation for Federal Financial Assistance (RIN: 0348-AB88). H.R. 10250: No Preference Act. DOL-ETA Training and Employment Notice (TEN 05-26): Framework for Effective Pre-Apprenticeships (Sept. 8, 2026). Pre-apprenticeship programs and workforce development programs.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":148909,"prefix":"ms","prefix_display":"MS.","first_name":"KRISTEN","nickname":null,"middle_name":"SWEARINGEN","last_name":"YORK","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":66625,"prefix":null,"prefix_display":null,"first_name":"MICHAEL","nickname":null,"middle_name":null,"last_name":"BELLAMAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":52046,"prefix":"ms","prefix_display":"MS.","first_name":"KAREN","nickname":null,"middle_name":"J","last_name":"LIVINGSTON","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":71855,"prefix":null,"prefix_display":null,"first_name":"VANCE","nickname":null,"middle_name":null,"last_name":"WALTER","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":141464,"prefix":"mr","prefix_display":"MR.","first_name":"MICHAEL","nickname":null,"middle_name":"FREDERIC","last_name":"ALTMAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":147372,"prefix":"mr","prefix_display":"MR.","first_name":"CHRISTOPHER","nickname":null,"middle_name":null,"last_name":"VAUGHAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":147151,"prefix":"mr","prefix_display":"MR.","first_name":"JOSHUA","nickname":null,"middle_name":null,"last_name":"LEONARD","suffix":null,"suffix_display":null},"covered_position":null,"new":true}],"government_entities":[{"id":23,"name":"Agriculture, Dept of (USDA)"},{"id":24,"name":"Commerce, Dept of (DOC)"},{"id":25,"name":"Defense, Dept of (DOD)"},{"id":32,"name":"Education, Dept of"},{"id":33,"name":"Energy, Dept of"},{"id":49,"name":"Environmental Protection Agency (EPA)"},{"id":11,"name":"Executive Office of the President (EOP)"},{"id":34,"name":"Health & Human Services, Dept of (HHS)"},{"id":201,"name":"Homeland Security, Dept of (DHS)"},{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":37,"name":"Justice, Dept of (DOJ)"},{"id":38,"name":"Labor, Dept of (DOL)"},{"id":167,"name":"Occupational Safety & Health Administration (OSHA)"},{"id":18,"name":"Office of Management & Budget (OMB)"},{"id":1,"name":"SENATE"},{"id":90,"name":"Small Business Administration (SBA)"},{"id":40,"name":"Transportation, Dept of (DOT)"}]},{"general_issue_code":"ENV","general_issue_code_display":"Environment/Superfund","description":"Environmental compliance assessment, generally. Streamline and Modernize the Permitting Process under the National Environmental Policy Act (NEPA). The Endangered Species Act, generally. CEQ (Reg.) Title: Removal of National Environmental Policy Act Implementing Regulations (RIN: 0331-AA10) H.R.573: the Studying NEPA's Impact on Projects Act. H.R. 1897: ESA Amendments Act. National Environmental Policy Act. H.R. 3898: the Promoting Efficient Review for Modern Infrastructure Today Act. The Clean Water Act, generally. H.R. 4503: the ePermit Act. H.R. 4776: the Standardizing Permitting and Expediting Economic Development Act. EPA (Reg.) Title: Phasedown of Hydrofluorocarbons: Reconsideration of Certain Regulatory Requirements Promulgated Under the Technology Transitions Provisions of the American Innovation and Manufacturing Act of 2020 (RIN: 2060-AW39). H.R. 8308: Create Expedited Reviews to Transform American Infrastructure Now Act. EPA (Reg.) Title: Begin Actual Construction in the New Source Review (NSR) Preconstruction Permitting Program (RIN: 2060-AW84). H.R. 9497/S. 4949: Water Resources Development Act of 2026. S. 5653: the Bipartisan American Affordability and Jobs Act of 2026. EPA/USACE (Reg.) 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Health Savings Accounts, generally. Employer Sponsored Health Coverage, generally. Tax exclusion for employer-sponsored health insurance, generally. Innovations and diversity of plan designs and offerings for employees. Behavioral and mental health care services/telehealth. Insulin copay caps. Medical costs and challenges related to affordable health coverage. Current tax-treatment of employer-sponsored coverage. Compliance relief from burdensome regulations governing health coverage. Pre-deductible coverage for telehealth. Regulations implementing the Mental Health Parity and Addiction Equity Act. Employee Retirement Income Security Act preemption.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":148909,"prefix":"ms","prefix_display":"MS.","first_name":"KRISTEN","nickname":null,"middle_name":"SWEARINGEN","last_name":"YORK","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":147372,"prefix":"mr","prefix_display":"MR.","first_name":"CHRISTOPHER","nickname":null,"middle_name":null,"last_name":"VAUGHAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":11,"name":"Executive Office of the President (EOP)"},{"id":34,"name":"Health & Human Services, Dept of (HHS)"},{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":188,"name":"Internal Revenue Service (IRS)"},{"id":38,"name":"Labor, Dept of (DOL)"},{"id":1,"name":"SENATE"},{"id":41,"name":"Treasury, Dept of"},{"id":12,"name":"White House Office"}]},{"general_issue_code":"TAX","general_issue_code_display":"Taxation/Internal Revenue Code","description":"529 Plans. Pass-Through Rates. Stepped-up Basis. Inflation Reduction Act of 2022. Tax Cuts and Jobs Act (TCJA), generally. Permanency of TCJA Section 199A. Revived expensing of research and development costs. Restoration of 100% bonus depreciation. Opposition to exclusionary labor mandates in IRA green tax credits. H.R. 703: the Main Street Tax Certainty Act. H.R. 1: One, Big, Beautiful Bill Act. H.R. 6231/S. 3265: Improve and Enhance the Work Opportunity Tax Credit Act. H.R. 8800: National Defense Authorization Act for Fiscal Year 2027, Amendment 1223.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":148909,"prefix":"ms","prefix_display":"MS.","first_name":"KRISTEN","nickname":null,"middle_name":"SWEARINGEN","last_name":"YORK","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":66625,"prefix":null,"prefix_display":null,"first_name":"MICHAEL","nickname":null,"middle_name":null,"last_name":"BELLAMAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":52046,"prefix":"ms","prefix_display":"MS.","first_name":"KAREN","nickname":null,"middle_name":"J","last_name":"LIVINGSTON","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":71855,"prefix":null,"prefix_display":null,"first_name":"VANCE","nickname":null,"middle_name":null,"last_name":"WALTER","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":147151,"prefix":"mr","prefix_display":"MR.","first_name":"JOSHUA","nickname":null,"middle_name":null,"last_name":"LEONARD","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":147372,"prefix":"mr","prefix_display":"MR.","first_name":"CHRISTOPHER","nickname":null,"middle_name":null,"last_name":"VAUGHAN","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":1,"name":"SENATE"},{"id":41,"name":"Treasury, Dept of"}]},{"general_issue_code":"EDU","general_issue_code_display":"Education","description":"Perkins Act: Post Secondary Education, generally. Federal Tuition Assistance (Pell Grants, 529 Savings). Career and Technical Education, generally. Apprenticeship Programs, generally. Pell Grant Programs, generally. H.R. 1642: Connecting Small Businesses with Career and Technical Education Graduates Act of 2025. Executive Order 14278, Preparing Americans for High-Paying Skilled Trade Jobs of the Future. H.R. 7115: Jumpstart Savings Act. DOE-OPE (Reg.) 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Temporary Worker Program, generally. H-2B Program, generally. H-2B reforms, generally. H-2B cap expansion, generally. H-2B selection process, generally. H-1B relief, generally. Temporary Protected Status, generally. Deferred Action for Childhood Arrivals (DACA). E-verify with good faith exemption for employers, generally. Prevailing wage requirements. Border security and legal immigration reform. H.R. 5494: the Essential Workers for Economic Advancement Act. H.R. 4943: Dignity for Immigrants while Guarding our Nation to Ignite and Deliver the American Dream Act of 2025.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":148909,"prefix":"ms","prefix_display":"MS.","first_name":"KRISTEN","nickname":null,"middle_name":"SWEARINGEN","last_name":"YORK","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":66625,"prefix":null,"prefix_display":null,"first_name":"MICHAEL","nickname":null,"middle_name":null,"last_name":"BELLAMAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":71855,"prefix":null,"prefix_display":null,"first_name":"VANCE","nickname":null,"middle_name":null,"last_name":"WALTER","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":52046,"prefix":"ms","prefix_display":"MS.","first_name":"KAREN","nickname":null,"middle_name":"J","last_name":"LIVINGSTON","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":147151,"prefix":"mr","prefix_display":"MR.","first_name":"JOSHUA","nickname":null,"middle_name":null,"last_name":"LEONARD","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":147372,"prefix":"mr","prefix_display":"MR.","first_name":"CHRISTOPHER","nickname":null,"middle_name":null,"last_name":"VAUGHAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":201,"name":"Homeland Security, Dept of (DHS)"},{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":38,"name":"Labor, Dept of (DOL)"},{"id":9,"name":"President of the U.S."},{"id":1,"name":"SENATE"},{"id":90,"name":"Small Business Administration (SBA)"}]},{"general_issue_code":"GOV","general_issue_code_display":"Government Issues","description":"General Issues Regarding Regulatory Reform. Public Private Partnerships, generally. H. Con. Res. 14: the Republican budget resolution. H.R. 3548: Infrastructure Expansion Act of 2025. Unmanned Aerial Systems, generally. Cybersecurity Maturity Model Certification program, generally. H.R. 9340/S. 5028: Ratepayer Protection Act. FCC (Public Notice) Title: Seeking Comment on Prohibiting the Importation and Marketing of Certain Foreign-Produced Military-Grade Uncrewed Aircraft Systems (UAS) and UAS Critical Components for Non-U.S. Government, Including Those With Swarming Capabilities (PS Docket No. 26-189; DA 26-758).","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":148909,"prefix":"ms","prefix_display":"MS.","first_name":"KRISTEN","nickname":null,"middle_name":"SWEARINGEN","last_name":"YORK","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":66625,"prefix":null,"prefix_display":null,"first_name":"MICHAEL","nickname":null,"middle_name":null,"last_name":"BELLAMAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":52046,"prefix":"ms","prefix_display":"MS.","first_name":"KAREN","nickname":null,"middle_name":"J","last_name":"LIVINGSTON","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":71855,"prefix":null,"prefix_display":null,"first_name":"VANCE","nickname":null,"middle_name":null,"last_name":"WALTER","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":141464,"prefix":"mr","prefix_display":"MR.","first_name":"MICHAEL","nickname":null,"middle_name":"FREDERIC","last_name":"ALTMAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":147151,"prefix":"mr","prefix_display":"MR.","first_name":"JOSHUA","nickname":null,"middle_name":null,"last_name":"LEONARD","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":147372,"prefix":"mr","prefix_display":"MR.","first_name":"CHRISTOPHER","nickname":null,"middle_name":null,"last_name":"VAUGHAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":11,"name":"Executive Office of the President (EOP)"},{"id":53,"name":"Federal Communications Commission (FCC)"},{"id":64,"name":"Federal Trade Commission (FTC)"},{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":1,"name":"SENATE"},{"id":90,"name":"Small Business Administration (SBA)"}]},{"general_issue_code":"SMB","general_issue_code_display":"Small Business","description":"DOL-WHD (Reg.) 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U.S. Department of Justice Anticompetitive Regulations Task Force (Docket No. ATR-2025-0001). Executive Order 14278, Preparing Americans for High-Paying Skilled Trade Jobs of the Future. H.R. 4305: Destroying Unnecessary, Misaligned, and Prohibitive (DUMP) Red Tape Act. H.R. 6855: White House Conference on Small Business Act of 2025. DOL-ETA guidance documents on the implementation of registered apprenticeship programs (Circulars 2026-01, 2026-02, and 2026-03 and Bulletin 2026-35). DOL (Reg.) Title: Prohibiting Illegal Discrimination in Registered Apprenticeship Programs (RIN 1205-AC21). DOL-WHD (Reg.) Title: Employee or Independent Contractor Classification Under the Fair Labor Standards Act (RIN: 1235-AA43). DOL-WHD (Reg.) Title: Independent Contractor Status Under the Fair Labor Standards Act (RIN 1235-AA34). DOL-WHD (Reg.) Title: 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). DOL-WHD (Reg.) Title: Joint Employer Status Under the Fair Labor Standards Act, Family and Medical Leave Act, and Migrant and Seasonal Agricultural Worker Protection Act Proposed Rule (RIN 1235-AA48). Treasury (Reg.) Title: Beneficial Ownership Information Reporting Requirement Revision (RIN: 1506-AB67). SBA (Reg.) Title: Small Business Size Standards (RIN: 3245-AI67). DOL-OSHA (Reg.) Title: Heat Injury and Illness Prevention in Outdoor and Indoor Work Setting (RIN: 1218-AD39). Office of Management and Budget Memorandum M-25-29: Use of Project Labor Agreements on Federal Construction Projects, Amendments to OMB-Memorandum M-24-06. GSA Acquisition Letter MV-2026-03: GSA Project Labor Agreement Procedures. DOT-FHWA (Reg.) Title: Project Labor Agreement Guidance (RIN: 2125-ZA33). OMB (Reg.) 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Schakowsky, Janice - Nurse staffing ratio requirements H.R. 3467 - To amend title XVIII to reform the Medicare Advantage program - Rep. Schweikert, David - MA reforms H.R. 3808 - Expanding Seniors Access to Mental Health Services Act - Rep. Fitzpatrick, Brian - Medicare mental health services H.R. 4093 - Apples to Apples Comparison Act - Rep. Bean, Aaron - Medicare and Medicare Advantage spending reports H.R. 4139 - Cutting Copays Act - Rep. McGarvey, Morgan - Medicare cost-sharing for generic drugs H.R. 4313 - Hospital Inpatient Services Modernization Act - Rep. Buchanan, Vern - Acute hospital care at home waiver H.R. 4559 - Prompt and Fair Pay Act - Rep. Doggett, Lloyd - Payment parity for MA and FFS; MA reimbursement requirements H.R. 4641 - Keep Kids Covered Act - Rep. Castor, Kathy - Continuous eligibility for children in Medicaid/CHIP H.R. 4807 - Protect Our Hospitals Act - Rep. Landsman, Greg - Medicaid provider tax repeal H.R. 5243 - To amend title XVIII of the Social Security Act to increase data transparency for supplemental benefits under Medicare Advantage. - Rep. McClellan, Jennifer - MA supplemental benefits data reporting H.R. 5281 - REAL Health Providers Act - Rep. Panetta, Jimmy - MA provider directory requirements H.R. 5584 - Medicaid Third Party Liability Act - Rep. Burgess, Michael - Impact of Third Party Liability on MCOs H.R. 6109 - To amend title XVIII of the Social Security Act to establish certain requirements with respect to rates of reversed prior authorization coverage determinations under Medicare Advantage plans. - Rep. Pocan, Mark - prior authorization under Medicare Advantage H.R. 6110 - To amend title XVIII of the Social Security Act to require Medicare Advantage plans to automatically reconsider determinations denying coverage. - Rep. Pocan, Mark - reconsider denials under Medicare Advantage H.R. 6111 - To amend title XVIII of the Social Security Act to require any advertisement of a Medicare Advantage plan to include information related to the rates of prior authorization denials under such plan. - Rep. Pocan, Mark - advertise rates of prior authorization denials under Medicare Advantage H.R. 6112 - To amend title XVIII of the Social Security Act to establish certain requirements with respect to the average monthly cost to provide coverage to an enrollee under Medicare Advantage plans. - Rep. Pocan, Mark - require monthly coverage cost to enrollees under Medicare Advantage H.R. 6113 - To amend title XVIII of the Social Security Act to impose limitations on contracts with Medicare Advantage organizations offering multiple Medicare Advantage plans under the Medicare program. - Rep. Pocan, Mark - limit multiple Medicare Advantage plans H.R. 6114 - To prohibit funds made available to the Department of Health and Human Services by previous Appropriations Acts from being used for any activity that makes Medicare Advantage the default under the Medicare program. - Rep. Pocan, Mark - prohibit Medicare Advantage from becoming the default H.R. 6254 - Medicaid Staffing Flexibility and Protection Act of 2025 - Rep. Carter, Earl - extend eligibility determinations and redeterminations for Medicaid H.R. 6361 - Ban AI Denials in Medicare Act - Rep. Landsman, Greg - limit WISeR model H.R. 6951 - Stop Unfair Medicaid Recoveries Act - Rep. Schakowsky, Janice - State Medicaid cost recoupment H.R. 6974 - Improving MA SNP Act of 2026 - Rep. Arrington, Jodey - MA SNP beneficiary approval H.R. 7803 - Save Medicare Act - Rep. Pocan, Mark - Renames Medicare Advantage H.R. 7871 - MVP Act - Rep. Guthrie, Brett - Value-based purchasing arrangements in Medicaid H.R. 8375 - Medicare Advantage Improvement Act - Rep. Joyce, John - MA programmatic reforms H.R. 8377 - Stop Deadly Denials Act - Rep. Khanna, Ro - MA prior authorization prohibition H.R. 8875 - Improving Home Dialysis Act - Rep. Miller, Carol - Home dialysis coverage under Medicare H.R. 9542 - Protecting Health Care and Lowering Costs Act - Rep. Boyle, Brendan - Medicaid reforms H.R. 9544 - Save MEDICARE Act - Rep. Doggett, Lloyd - MA risk adjustment and requirements H.R. 9644 - Medicare Advantage MLR Transparency Act - Rep. Moran, Nathaniel - MA plan revenue and benefits reporting H.R. 9693 - Patients First Act - Rep. Joyce, John - Medicare physician fee schedule reform H.R. 10374 - Affordable Premiums for Seniors Act - Rep. Sewell, Terri - Part D premium stabilization demo H.R. 10521 - MA STARS Act - Rep. Kelly, Mike - MA star ratings reform S. 523 - Protect Medicaid Act - Sen. Cassidy, Bill - Medicaid eligibility requirements S. 678 - LIVE Beneficiaries Act - Sen. Scott, Rick - Medicaid enrollment audits S. 717 - Increasing Access to Quality Cardiac Rehabilitation Care Act - Sen. Capito, Shelley Moore - Expanding cardiac care coverage in Medicare S. 752 - Accelerating Kids' Access to Care Act - Sen. Grassley, Chuck - Out-of-state provider access for Medicaid S. 939 - Medicare Dental, Hearing, and Vision Expansion Act - Sen. Sanders, Bernard - Medicare coverage requirements S. 1082 - Safeguarding Medicaid Act - Sen. Barrasso, John - Medicaid enrollee asset verification S. 1105 - No UPCODE Act - Sen. Cassidy, Bill - MA risk adjustment S. 1399 - Health Tech Investment Act - Sen. Rounds, Mike - Medicare coverage for algorithm-based services S. 1506 - Medicare for All Act - Sen. Sanders, Bernard - New national health insurance program S. 1629 - Same Care, Lower Cost Act - Sen. Kennedy, John - Medicare site-neutral payment reform S. 1637 - MVP Act - Sen. Mullin, Markwayne - Medicaid value-based purchasing agreements S. 1816 - Improving Seniors' Timely Access to Care Act - Sen. Marshall, Roger - MA prior authorization S. 1903 - A bill to prohibit changes to Medicare and Medicaid in reconciliation - Sen. Reed, Jack - Medicare and Medicaid safeguards against reconciliation cuts S. 2237 - Hospital Inpatient Services Modernization Act - Sen. Scott, Tim - Acute hospital care at home waiver S. 2279 - Protect Medicaid and Rural Hospitals Act - Sen. Hawley, Josh - Medicaid provider tax and State directed payments S. 2289 - Healthy Moms and Babies Act - Sen. Grassley, Chuck - Medicaid/CHIP maternal health coverage improvements S. 2496 - Keep Kids Covered Act - Sen. Bennet, Michael - Continuous eligibility for children in Medicaid/CHIP S. 2497 - Fair Billing Act - Sen. Hassan, Maggie - Medicare site-neutral transparency and identification requirements S. 2556 - Protecting Healthcare and Lowering Costs Act - Sen. Schumer, Charles - repeal of Medicaid provisions in the One Big Beautiful Bill Act S. 2793 - Ensuring Access to Essential Providers Act - Sen. Cassidy, Bill - Essential community provider coverage requirements for MA S. 3642 - WALZ Act - Sen. Marshall, Roger - Medicaid payment investigation and audits S. 3690 - Ensuring Access to Medicaid Buy-in Programs - Sen. Blackburn, Marsha - Medicaid eligibility parameters S. 3729 - PBM Reporting Transparency Act - Sen. Warner, Mark - MedPAC reports on PBMs S. 3750 - REAL Health Providers Act - Sen. Bennet, Michael - MA provider directory accuracy S. 3762 - Prior Authorization Relief Act - Sen. Whitehouse, Sheldon - MA prior authorization restrictions S. 3848 - Apples to Apples Comparison Act - Sen. Scott, Tim - Medicare and Medicare Advantage spending reports S. 3886 - Nurses Belong in Nursing Homes Act - Sen. Wyden, Ron - Nursing home staffing hours S. 4384 - Medicare Advantage Improvement Act - Sen. Marshall, Roger - MA programmatic reforms S. 5034 - Medicare Advantage Supplemental Benefits Transparency Act - Sen. Warner, Mark - MA supplemental benefits reporting requirements S. 5037 - MediKids Act - Sen. Kim, Andy - Universal Medicaid eligibility for youth Issues related to mental health and Medicare; Medicare and Medicaid funding; Medicaid expansion; State innovation waivers; Medicaid and CHIP; Medicaid FMAP; Medicare Supplement Coverage; Medicare Transparency in Coverage; Waste Fraud and Abuse; Medicaid Access Final Rule; Medicaid Redeterminations; Medicaid rate actuarial soundness; value of Medicaid Managed Care; value of Medicare Advantage; Affordability; public option; Dental, Hearing, Vision benchmarks; HCBS; Home Health FFS Coverage; Medicare Advantage Health Risk Assessment and chart reviews; Medicare Advantage supplemental benefits and Social Determinants of health; CBO estimates of MA and FFS costs; coverage of weight loss drugs; Inflation Reduction Act implementation; Medicare Advantage Rate Notice; Part D Payment Issues; Part D VBID Issues; RADV; MA payment issues; Part D issues; prior authorization; MA prompt pay; agent/broker issues; MA reporting requirements; MA provider networks and network adequacy; nursing home staffing requirements; implementation of the One Big Beautiful Bill Act; Medicaid provider taxes; MA Star Ratings; Medicaid community engagement requirements; and VA's community care program.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":43527,"prefix":null,"prefix_display":null,"first_name":"JEANETTE","nickname":null,"middle_name":null,"last_name":"THORNTON","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":61321,"prefix":null,"prefix_display":null,"first_name":"MARK","nickname":null,"middle_name":null,"last_name":"HAMELBURG","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":68717,"prefix":null,"prefix_display":null,"first_name":"ARON","nickname":null,"middle_name":null,"last_name":"GRIFFIN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":71192,"prefix":null,"prefix_display":null,"first_name":"SEAN","nickname":null,"middle_name":null,"last_name":"DUGAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":139720,"prefix":"mr","prefix_display":"MR.","first_name":"ANDREW","nickname":null,"middle_name":null,"last_name":"SHINE","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":142437,"prefix":null,"prefix_display":null,"first_name":"GARY","nickname":null,"middle_name":null,"last_name":"BECK","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":143588,"prefix":null,"prefix_display":null,"first_name":"SEAN","nickname":null,"middle_name":null,"last_name":"DICKSON","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":144554,"prefix":null,"prefix_display":null,"first_name":"ANTHONY","nickname":null,"middle_name":null,"last_name":"MITCHELL","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":146235,"prefix":null,"prefix_display":null,"first_name":"SHANE","nickname":null,"middle_name":null,"last_name":"HAND","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":146236,"prefix":null,"prefix_display":null,"first_name":"MICHAEL","nickname":null,"middle_name":null,"last_name":"TUFFIN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":149902,"prefix":null,"prefix_display":null,"first_name":"ANNA","nickname":null,"middle_name":null,"last_name":"DUNBAR-HESTER","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":154624,"prefix":null,"prefix_display":null,"first_name":"ANNA","nickname":null,"middle_name":null,"last_name":"RUSSELL","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":136,"name":"Centers For Medicare and Medicaid Services (CMS)"},{"id":34,"name":"Health & Human Services, Dept of (HHS)"},{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":1,"name":"SENATE"}]},{"general_issue_code":"INS","general_issue_code_display":"Insurance","description":"H.R. 1 - One Big Beautiful Bill Act - Rep. Arrington, Jodey - Medicaid eligibility and state financing, Marketplace coverage and enrollment, Health Savings Account expansion, Pharmacy Benefit Manager financing and regulation H.R. 90 - Health Coverage Choice Act - Rep. Biggs, Andy - Duration of STLDHI plans H.R. 114 - Responsible Path to Full Obamacare Repeal Act - Rep. Biggs, Andy - ACA repeal H.R. 247 - Health Care Affordability Act - Rep. Underwood, Lauren - ACA tax credit extension H.R. 267 - Health Care Price Transparency Act - Rep. Davidson, Warren - Hospital and insurer transparency requirements H.R. 639 - Doctor Knows Best Act - Rep. Van Drew, Jefferson - Commercial market prior authorization H.R. 957 - Parity Enforcement Act - Rep. Norcross, Donald - Penalties for mental health parity violations H.R. 1385 - DOC Access Act - Rep. Carter, Earl \"Buddy\" - Rate setting for dental and optometric services H.R. 1397 - Increasing Access to Dental Insurance Act - Rep. Miller-Meeks, Mariannette - Standalone dental plans H.R. 1776 - New Health Options Act - Rep. Palmer, Gary - ACA reinsurance H.R. 2079 - Insurance Fraud Accountability Act - Rep. Ross, Deborah - fraudulent ACA enrollments H.R. 2082 - WISH Act - Rep. Suozzi, Thomas - Long-term care insurance benefits H.R. 2199 - Restore Protections for Dialysis Patients Act - Rep. Kelly, Mike - ESRD coverage H.R. 2553 - Capping Prescription Costs Act - Rep. Horsford, Steven - Prescription cost-sharing H.R. 2554 - Lower Drug Costs for Families Act - Rep. Horsford, Steven - Commercial market drug rebates H.R. 2636 - Making Insulin Affordable for All Children Act - Rep. Landsman, Greg - Commercial market insulin cost-sharing H.R. 3020 - Addressing Anti-Competitive Health Care Contract Clauses Act - Rep. Spartz, Victoria - Study on anti-competitive contracting H.R. 3257 - Bridge to Medicaid Act - Rep. Sewell, Terri - ACA subsidies for non-Medicaid expansion states H.R. 3701 - Family Vaccine Protection Act - Rep. Pallone, Frank - ACIP codification and vaccine coverage H.R. 4406 - State-Based Universal Health Care Act - Rep. Khanna, Ro - State-based universal health care H.R. 4710 - No Surprises Act Enforcement Act - Rep. Murphy, Greg - Surprise billing penalties for noncompliance by health insurers H.R. 5145 - Bipartisan Premium Tax Credit Extension Act - Rep. Kiggans, Jennifer - Temporary extension of ACA enhanced premium tax credits H.R. 5509 - Safe Step Act - Rep. Allen, Rick - Step therapy requirements H.R. 5582 - Patients Deserve Price Tags Act - Rep. James, John - Hospital and insurer price transparency requirement H.R. 6171 - ACA Copay CAP Act of 2025 - Rep. Auchincloss, Jake - establish out of pocket limit on prescription drugs H.R. 6248 - Healthy Competition for Better Care Act - Rep. Arrington, Jodey - ban anticompetitive terms in contracts, promote higher quality, lower cost care H.R. 6703 - Lower Health Care Premiums for All Americans Act - Rep. Miller-Meeks, Mariannette - amend ERISA to lower premiums H.R. 7023 - Affordable CHOICE Act - Rep. Schakowsky, Janice - public option under ACA H.R. 7164 - Capping Costs for Consumers Act - Rep. Schrier, Kim - ACA cost-sharing reductions H.R. 8270 - Every Dollar Counts Act - Rep. Murphy, Greg - Requirements for deductibles and MOOP to include expenditures for DTC prescriptions H.R. 8684 - Transparency in Billing Act - Rep. Foxx, Virginia - Transparency enforcement H.R. 9393 - Lower Costs, More Transparency Act - Rep. Guthrie, Brett - Healthcare price transparency H.R. 9645 - Health Care Price Certainty for All Americans Act - Rep. Smith, Jason - Price transparency requirements H.R. 10024 - Health Insurance Transparency for Patients Act - Rep. Hinson, Ashley - Price transparency requirements S. 46 - Health Care Affordability Act - Sen. Shaheen, Jeanne - ACA tax credit extension S. 729 - Hospital Transparency Compliance Enforcement Act - Sen. Kennedy, John - Hospital price transparency requirements S. 864 - HELP Copays Act - Sen. Marshall, Roger - Cost-sharing requirements S. 976 - Insurance Fraud Accountability Act - Sen. Wyden, Ron - fraudulent ACA enrollments S. 2355 - Patients Deserve Price Tags Act - Sen. Marshall, Roger - Hospital and insurer price transparency requirements S. 2420 - No Surprises Act Enforcement Act - Sen. Marshall, Roger - Surprise billing penalties for noncompliance by health insurers S. 2903 - Safe Step Act - Sen. Murkowski, Lisa - Step therapy requirement S. 3599 - Affordable CHOICE Act - Sen. Whitehouse, Sheldon - public option under ACA S. 4189 - INSULIN Act - Sen. Collins, Susan - Insulin cost-sharing caps S. 4512 - Affordable Insulin Now Act - Sen. Kennedy, John - Insulin cost-sharing caps Issues related to implementation rule implementing the No Surprises Act prohibiting surprise medical bills; transparency report requirements; parity in mental health benefits; ERISA preemption; paperless delivery for health plan disclosures; Unauthorized Enrollments/Unauthorized Plan Switching; ACA Tax Credits (Inflation Reduction Act); final rule on Section 1557 of the ACA and its impact on Medigap plans; ACA Marketplace Enrollment and Agents and Brokers; Waste Fraud and Abuse; Vaccine Coverage; Preventative Services Coverage; the Advanced Explanation of Benefits; coverage of weight loss drugs; Transparency in Coverage; No Surprises Act; ACA Marketplace Integrity; ACA Enhanced Tax Credits; Prior Authorization; affordability; and health savings accounts.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":43527,"prefix":null,"prefix_display":null,"first_name":"JEANETTE","nickname":null,"middle_name":null,"last_name":"THORNTON","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":67251,"prefix":null,"prefix_display":null,"first_name":"ADAM","nickname":null,"middle_name":"S","last_name":"BECK","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":68717,"prefix":null,"prefix_display":null,"first_name":"ARON","nickname":null,"middle_name":null,"last_name":"GRIFFIN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":61321,"prefix":null,"prefix_display":null,"first_name":"MARK","nickname":null,"middle_name":null,"last_name":"HAMELBURG","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":71192,"prefix":null,"prefix_display":null,"first_name":"SEAN","nickname":null,"middle_name":null,"last_name":"DUGAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":139720,"prefix":"mr","prefix_display":"MR.","first_name":"ANDREW","nickname":null,"middle_name":null,"last_name":"SHINE","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":142437,"prefix":null,"prefix_display":null,"first_name":"GARY","nickname":null,"middle_name":null,"last_name":"BECK","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":143588,"prefix":null,"prefix_display":null,"first_name":"SEAN","nickname":null,"middle_name":null,"last_name":"DICKSON","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":144554,"prefix":null,"prefix_display":null,"first_name":"ANTHONY","nickname":null,"middle_name":null,"last_name":"MITCHELL","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":146235,"prefix":null,"prefix_display":null,"first_name":"SHANE","nickname":null,"middle_name":null,"last_name":"HAND","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":146236,"prefix":null,"prefix_display":null,"first_name":"MICHAEL","nickname":null,"middle_name":null,"last_name":"TUFFIN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":154624,"prefix":null,"prefix_display":null,"first_name":"ANNA","nickname":null,"middle_name":null,"last_name":"RUSSELL","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":155692,"prefix":null,"prefix_display":null,"first_name":"ROSEMARY","nickname":null,"middle_name":null,"last_name":"ENGLERT","suffix":null,"suffix_display":null},"covered_position":null,"new":true}],"government_entities":[{"id":136,"name":"Centers For Medicare and Medicaid Services (CMS)"},{"id":8,"name":"Congressional Budget Office (CBO)"},{"id":34,"name":"Health & Human Services, Dept of (HHS)"},{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":38,"name":"Labor, Dept of (DOL)"},{"id":13,"name":"Office of the Vice President of the United States"},{"id":1,"name":"SENATE"},{"id":12,"name":"White House Office"}]},{"general_issue_code":"PHA","general_issue_code_display":"Pharmacy","description":"H.R. 1 - One Big Beautiful Bill Act - Rep. Arrington, Jodey - Medicaid eligibility and state financing, Marketplace coverage and enrollment, Health Savings Account expansion, Pharmacy Benefit Manager financing and regulation H.R. 843 - Prompt Approval of Safe Generic Drugs Act - Rep. Barragan, Nanette Diaz - Generic drugs applications and approvals H.R. 946 - ORPHAN Cures Act - Rep. Joyce, John - Medicare Drug Negotiation Program H.R. 950 - Saving Seniors Money on Prescriptions Act - Rep. Landsman, Greg - PBM reporting requirements for MA/Part D plans. H.R. 1117 - Responsibility in Drug Advertising Act - Rep. DeLauro, Rosa - Direct-to-consumer ads H.R. 1244 - Reducing Drug Prices for Seniors Act - Rep. Davis, Donald - Coinsurance for Part D drugs H.R. 2214 - DRUG Act - Rep. Miller-Meeks, Mariannette - PBM contracts H.R. 2450 - Prescription Drug Transparency and Affordability Act - Rep. McDonald Rivet, Kristen - PBM transparency H.R. 3493 - Global Fairness in Drug Pricing Act - Rep. Khanna, Ro - Prescription drug international reference pricing H.R. 3546 - Prescription Drug Price Relief Act - Rep. Khanna, Ro - Prescription drug patent reform H.R. 3775 - Fair Prescription Drug Prices for Americans Act - Rep. Van Drew, Jefferson - Prescription drug and biological product international reference pricing H.R. 3789 - DTC Act - Rep. Taylor, David - Direct-to-consumer prescription advertising transparency H.R. 4139 - Cutting Copays Act - Rep. McGarvey, Morgan - Medicare cost-sharing for generic drugs H.R. 4231 - Treat and Reduce Obesity Act - Rep. Kelly, Mike - Medicare coverage of obesity drugs H.R. 4317 - PBM Reform Act - Rep. Carter, Earl L. \"Buddy\" - PBM contracting requirements and transparency H.R. 4605 - End Prescription Drug Ads Now Act - Rep. Nadler, Jerrold - Ban on DTC drug ads H.R. 4623 - Plain Prescription Prices Act - Rep. Williams, Nikema - Transparency requirements for DTC drug ads H.R. 5094 - Protect Patients from Costly Care Act - Rep. Pappas, Chris - Repeal of Medicaid cost sharing requirements for drugs; Orphan drug inclusion in Medicare Drug Price Negotiation Program H.R. 5197 - Protect Beneficiaries from Middlemen Act - Rep. Malliotakis, Nicole - Medicare cost-sharing limit for drugs H.R. 5526 - Biosimilar Red Tape Elimination Act - Rep. Pfluger, Austin - Biosimilars approval procedures H.R. 6255 - Affordable Insulin Now Act - Rep. Craig, Angie - require cost-sharing for certain insulin products H.R. 7837 - Most Favored Patient Act - Rep. Meuser, Daniel - MFN demonstration H.R. 8779 - PBM Act - Rep. Harshbarger, Diana - PBM ownership requirements H.R. 9661 - Expedited Access to Biosimilars Act - Rep. Langworthy, Nicholas - Biosimilar approval requirements H.R. 10227 - INSULIN Act - Rep. DeGette, Diana - Copay caps H.R. 10369 - Net Effective Cost Transparency and Prescription Drug Affordability Act - Rep. Mackenzie, Ryan - Requirements for PBMs S. 229 - DTC Act - Sen. Durbin, Richard - Drug advertising requirements S. 483 - Responsibility in Drug Advertising Act - Sen. King, Angus - Drug advertising requirements S. 526 - Pharmacy Benefit Manager Transparency Act of 2025 - Sen. Grassley, Chuck - PBM reporting requirements S. 529 - Capping Prescription Costs Act - Sen. Warnock, Raphael - Drug copay caps S. 652 - Protecting Patients from Deceptive Drugs Ads Act - Sen. Durbin, Richard - Drug advertising requirements S. 882 - Patients Before Middlemen Act - Sen. Blackburn, Marsha - PBM reforms S. 891 - Bipartisan Health Care Act - Sen. Wyden, Ron - PBM reforms and transparency S. 1040 - Drug Competition Enhanced Act - Sen. Cornyn, John - Drug patent reform S. 1041 - Affordable Prescriptions for Patients Act - Sen. Cornyn, John - Patent issues S. 1095 - Stop STALLING Act - Sen. Klobuchar, Amy - Drug patent reform S. 1096 - Preserve Access to Affordable Generics and Biosimilars Act - Sen. Klobuchar, Amy - Drug patent reform S. 1414 - Expedited Access to Biosimilars Act - Sen. Paul, Rand - Biosimilars assessment and approval S. 1587 - Fair Prescription Drug Prices for Americans Act - Sen. Hawley, Josh - Prescription drug international reference pricing S. 1753 - End Price Gouging for Medications Act - Sen. Merkley, Jeff - Prescription drug international reference pricing S. 1818 - Prescription Drug Price Relief Act - Sen. Sanders, Bernard - Prescription drug patent reform S. 1954 - Biosimilar Red Tape Elimination Act - Sen. Lee, Mike - Biological product assessment and approval S. 1973 - Treat and Reduce Obesity Act - Sen. Cassidy, Bill - Medicare coverage for obesity drugs S. 2345 - Short on Competition Act - Sen. Klobuchar, Amy - Expedited approval for generic drugs S. 2447 - Repealing the Trump Sick Tax Act - Sen. Welch, Peter - Repeal of Medicaid cost sharing requirements for drugs; Orphan drug inclusion in Medicare Drug Price Negotiation Program S. 2620 - REMEDY Act - Sen. Durbin, Richard - Expedited approvals for certain drug approvals S. 2658 - Medication Affordability and Patient Integrity Act - Sen. Hassan, Maggie - FDA and USPTO coordination S. 3014 - Ensuring Timely Access to Generics Act - Sen. Shaheen, Jeanne - Generic drug approval S. 4332 - Medication Competition Act - Sen. Hassan, Maggie - Pharmaceutical exclusivity periods S. 4355 - Drug Deal Disclosure Act - Sen. Wyden, Ron - Federal MFN agreement transparency S. 4509 - PBM Act - Sen. Warren, Elizabeth - PBM ownership requirements S. 5059 - A bill to amend the Public Health Service Act to streamline the review of biosimilar biological products. - Sen. Moody, Ashley - Biosimilar and biological product review process Issues related to the implementation of Inflation Reduction Act - Medicare negotiation; cost-sharing and coverage of weight loss drugs/GLP-1s; high priced drugs; patent reforms; generic approval; 340B; Most Favored Nation; Pharmacy Benefit Managers; PBM-related issues; step therapy; copay caps; insulin costs; and copay coupons.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":61321,"prefix":null,"prefix_display":null,"first_name":"MARK","nickname":null,"middle_name":null,"last_name":"HAMELBURG","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":68717,"prefix":null,"prefix_display":null,"first_name":"ARON","nickname":null,"middle_name":null,"last_name":"GRIFFIN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":43527,"prefix":null,"prefix_display":null,"first_name":"JEANETTE","nickname":null,"middle_name":null,"last_name":"THORNTON","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":71192,"prefix":null,"prefix_display":null,"first_name":"SEAN","nickname":null,"middle_name":null,"last_name":"DUGAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":139720,"prefix":"mr","prefix_display":"MR.","first_name":"ANDREW","nickname":null,"middle_name":null,"last_name":"SHINE","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":142437,"prefix":null,"prefix_display":null,"first_name":"GARY","nickname":null,"middle_name":null,"last_name":"BECK","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":143588,"prefix":null,"prefix_display":null,"first_name":"SEAN","nickname":null,"middle_name":null,"last_name":"DICKSON","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":144554,"prefix":null,"prefix_display":null,"first_name":"ANTHONY","nickname":null,"middle_name":null,"last_name":"MITCHELL","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":146235,"prefix":null,"prefix_display":null,"first_name":"SHANE","nickname":null,"middle_name":null,"last_name":"HAND","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":146236,"prefix":null,"prefix_display":null,"first_name":"MICHAEL","nickname":null,"middle_name":null,"last_name":"TUFFIN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":154624,"prefix":null,"prefix_display":null,"first_name":"ANNA","nickname":null,"middle_name":null,"last_name":"RUSSELL","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":"H.R. 1 - One Big Beautiful Bill Act - Rep. Arrington, Jodey - Medicaid eligibility and state financing, Marketplace coverage and enrollment, Health Savings Account expansion, Pharmacy Benefit Manager financing and regulation H.R. 127 - Protection from Obamacare Mandates and Congressional Equity Act - Rep. Biggs, Andy - Repeals IRS mandate on minimum essential coverage H.R. 247 - Health Care Affordability Act - Rep. Underwood, Lauren - ACA tax credit extension H.R. 379 - Healthcare Freedom and Choice Act - Rep. Carter, Earl \"Buddy\" - Duration of STLDHI plans H.R. 1157 - ACCESS Act - Rep. Steube, Gregory - HSA contributions H.R. 2571 - Self-Insurance Protection Act - Rep. Onder, Robert - Medical stop loss coverage definition H.R. 3080 - Health Care Fairness for All Act - Rep. Sessions, Pete - Health savings accounts H.R. 6010 - To amend the Internal Revenue Code of 1986 to extend and modify the enhanced premium tax credit, and for other purposes. - Rep. Liccardo, Sam - extend enhanced premium tax credit S. 2641 - Health Care Freedom and Choice Act - Sen. Johnson, Ron - Duration of STLDHI plans Issues related to the employer health insurance tax exclusion.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":43527,"prefix":null,"prefix_display":null,"first_name":"JEANETTE","nickname":null,"middle_name":null,"last_name":"THORNTON","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":67251,"prefix":null,"prefix_display":null,"first_name":"ADAM","nickname":null,"middle_name":"S","last_name":"BECK","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":68717,"prefix":null,"prefix_display":null,"first_name":"ARON","nickname":null,"middle_name":null,"last_name":"GRIFFIN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":71192,"prefix":null,"prefix_display":null,"first_name":"SEAN","nickname":null,"middle_name":null,"last_name":"DUGAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":139720,"prefix":"mr","prefix_display":"MR.","first_name":"ANDREW","nickname":null,"middle_name":null,"last_name":"SHINE","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":142437,"prefix":null,"prefix_display":null,"first_name":"GARY","nickname":null,"middle_name":null,"last_name":"BECK","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":144554,"prefix":null,"prefix_display":null,"first_name":"ANTHONY","nickname":null,"middle_name":null,"last_name":"MITCHELL","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":146235,"prefix":null,"prefix_display":null,"first_name":"SHANE","nickname":null,"middle_name":null,"last_name":"HAND","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":146236,"prefix":null,"prefix_display":null,"first_name":"MICHAEL","nickname":null,"middle_name":null,"last_name":"TUFFIN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":154624,"prefix":null,"prefix_display":null,"first_name":"ANNA","nickname":null,"middle_name":null,"last_name":"RUSSELL","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/ceb74c86-ef50-48d2-ae6e-6ab52599749e/","filing_uuid":"ceb74c86-ef50-48d2-ae6e-6ab52599749e","filing_type":"Q3","filing_type_display":"3rd Quarter - Report","filing_year":2026,"filing_period":"third_quarter","filing_period_display":"3rd Quarter (July 1 - Sep 30)","filing_document_url":"https://lda.gov/filings/public/filing/ceb74c86-ef50-48d2-ae6e-6ab52599749e/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":"2026-10-20T20:25:43-04:00","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 - 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":[]},{"url":"https://lda.gov/api/v1/filings/c630311d-3372-4f7f-9cda-cc1df44b86ea/","filing_uuid":"c630311d-3372-4f7f-9cda-cc1df44b86ea","filing_type":"Q3","filing_type_display":"3rd Quarter - Report","filing_year":2026,"filing_period":"third_quarter","filing_period_display":"3rd Quarter (July 1 - Sep 30)","filing_document_url":"https://lda.gov/filings/public/filing/c630311d-3372-4f7f-9cda-cc1df44b86ea/print/","filing_document_content_type":"text/html","income":null,"expenses":"50000.00","expenses_method":"A","expenses_method_display":"A","posted_by_name":"Isioma Copes","dt_posted":"2026-10-20T20:35:22-04:00","termination_date":null,"registrant_country":"United States of America","registrant_ppb_country":null,"registrant_address_1":"8455 Colesville Road","registrant_address_2":"Suite 1100","registrant_different_address":false,"registrant_city":"Silver Spring","registrant_state":"MD","registrant_zip":"20910","registrant":{"id":40021153,"url":"https://lda.gov/api/v1/registrants/40021153/","house_registrant_id":39884,"name":"NATIONAL NURSES UNITED","description":"Union and professional association of registered nurses","address_1":"455 Colesville Road","address_2":"Suite 1100","address_3":null,"address_4":null,"city":"Silver Spring","state":"MD","state_display":"Maryland","zip":"20910","country":"US","country_display":"United States of America","ppb_country":"US","ppb_country_display":"United States of America","contact_name":"MICAH BERUL","contact_telephone":"+1 510-610-7791","dt_updated":"2026-08-31T12:13:34.369302-04:00"},"client":{"id":187972,"url":"https://lda.gov/api/v1/clients/187972/","client_id":48,"name":"NATIONAL NURSES UNITED","general_description":null,"client_government_entity":false,"client_self_select":true,"state":"MD","state_display":"Maryland","country":"US","country_display":"United States of America","ppb_state":"MD","ppb_state_display":"Maryland","ppb_country":"US","ppb_country_display":"United States of America","effective_date":"2021-02-01"},"lobbying_activities":[{"general_issue_code":"HCR","general_issue_code_display":"Health Issues","description":"SUPPORT S. 1506 / H.R. 3069 - Medicare for All Act SUPPORT- Nurse Staffing Standards for Hospital Patient Safety and Quality Care Act (S. 1709 / H.R. 3415) SUPPORT- Workplace Violence Prevention for Health Care and Social Service Workers Act (S. 1232 / H.R. 2531) Meeting with Senator Bernie Sanders and Senate HELP Committee staff regarding Prime Healthcare and concerns regarding compliance with No Surprises Act. Meeting with Executive Director of Congressional Labor Caucus to discuss S. 1709 / H.R. 3415 - Nurse Staffing Standards for Hospital Patient Safety and Quality Care Act H.R. 3069 / S. 1506 - Medicare for All Act Lobbied and advocated for Medicare for All during a Medicare for All Lobby Day. Meeting with Office of Rep. Ocasio-Cortez on health care Meeting with House Education & Workforce Committee on health& safety issues Meeting with House Energy & Commerce Committee on health & safety issues Meeting with Office of Senator Maria Cantwell on Medicare for All Meeting with Office of Senator Sheldon Whitehouse (D-RI) on Medicare for All Meeting with Office of Madeline Dean on Medicare for All Meeting with Office of Emily Randall on Medicare for All SUPPORT- Workplace Violence Prevention for Health Care and Social Service Workers Act (S. 1232 / H.R. 2531) SUPPORT House Letter to Prime Healthcare led by Rep. Pingree OPPOSE- Nomination of Erica Schwartz to Director of the Centers for Disease Control and Prevention Endorsed the Health over Wealth Act Endorsed the Green New Deal for Health Endorsed the Nurse Overtime and Patient Safety Act OPPOSE- Nomination of Chris Klomp to be Deputy Secretary of Health and Human Services","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":141130,"prefix":null,"prefix_display":null,"first_name":"JULIA","nickname":null,"middle_name":null,"last_name":"SANTOS","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":153106,"prefix":"ms","prefix_display":"MS.","first_name":"COURTNEY","nickname":null,"middle_name":"ROSE","last_name":"LAUDICK","suffix":null,"suffix_display":null},"covered_position":null,"new":true},{"lobbyist":{"id":154404,"prefix":null,"prefix_display":null,"first_name":"DAVIS","nickname":null,"middle_name":null,"last_name":"KAMERON DAVIS","suffix":null,"suffix_display":null},"covered_position":null,"new":true},{"lobbyist":{"id":154405,"prefix":null,"prefix_display":null,"first_name":"SEDEF","nickname":null,"middle_name":null,"last_name":"BERK","suffix":null,"suffix_display":null},"covered_position":null,"new":true}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":1,"name":"SENATE"}]},{"general_issue_code":"LBR","general_issue_code_display":"Labor Issues/Antitrust/Workplace","description":"SUPPORT- Nurse Staffing Standards for Hospital Patient Safety and Quality Care Act (S. 1709 / H.R. 3415) SUPPORT- Workplace Violence Prevention for Health Care and Social Service Workers Act (S. 1232 / H.R. 2531) SUPPORT-Richard L. Trumka Protecting The Right to Organize (PRO) Act (S. 852 / H.R. 20) SUPPORT- VA Employee Fairness Act (S. 1650 / H.R. 3261) SUPPORT- Workplace Violence Prevention for Health Care and Social Service Workers Act (S. 1232 / H.R. 2531) Endorsed the Guaranteed Paid Vacation Act Endorsed the 32-Hour Workweek Act Meeting with Executive Director of Congressional Labor Caucus to discuss; S. 852 / H.R. 20 - Richard L. Trumka Protecting the Right to Organize (PRO) Act; S. 1650 / H.R. 3261 - VA Employee Fairness Act; S. 2837 / H.R. 2550 - Protect Americas Workforce Act Meeting with Senator Alsobrooks staff discussing ongoing labor negotiations at Ascension St. Agnes Hospital in Maryland Attended Women of Labor Ice Cream Social on 9/1 and broadly discussed goals focused on women in the labor movement Attended and staffed NNU Executive Director Puneet Maharaj at a Labor Democracy Roundtable hosted by Senator Padilla and the Democratic minority of the Rules Committee, Democratic Minority. Senators Warnock, Blunt Rochester, Kaine, Blumenthal, and Kelly were in attendance. Attended meeting with Representative Pocan to discuss upcoming priorities for the Congressional Labor Caucus. Lobbied Nevada, California, Illinois, and Maine congressional offices to join House and Senate letters to CEO Prem Reddy regarding reported union retaliation involving nurses organizing and bargaining at Prime facilities. Organized and hosted a congressional briefing regarding recent organizing and bargaining drives at Prime facilities. H.R. 2550 / S. 1626 - Protect Americas Workforce Act; NDAA amendment concerning the legislation - Participated in lobby day meetings with other unions advocating for Senate passage of the Protect Americas Workforce Act and an NDAA amendment incorporating the legislation Meeting with Rafael Elizalde, Chief of Staff to Representative Mark Takano, to discuss H.R. 2550 - Protect Americas Workforce Act H.R. 3261 - VA Employee Fairness Act Lobbied members Josh Harder; Jared Huffman; Betty McCollum; Michael Quigley to cosponsor H.R. 3261. SUPPORT Protect Americas Workforce Act (PAWA) and Norcross Amendment for collective bargaining rights for federal employees. Senators Kaine, Heinrich, Blumenthal, Bennet, Fetterman, Moody, and Schumer Joined the Congressional Black Caucus Annual Legislative Conference with NNU Vice President LaKisha Little Meeting with Office of Elizabeth Warren on OSHA rulemaking Meeting with Office of Rep. Analila Meijia (D-NJ) to discuss National Nurses United legislative priorities Meeting with Office of Rep. Dina Titus (D-NV) on National Nurses United priority legislation Meeting with Office of Rep. Jan Schakowsky (D-IL) on National Nurses United priority legislation Meeting with Labor Caucus on National Nurses United priority legislation Meeting with Office of Rep. Julia Brownley (D-CA) on National Nurses United priority legislation Meeting with Office of Rep. Jonathan Jackson (D-IL) on National Nurses United priority legislation Meeting with Office of Rep. Janelle Bynum on National Nurses United priority legislation","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":141130,"prefix":null,"prefix_display":null,"first_name":"JULIA","nickname":null,"middle_name":null,"last_name":"SANTOS","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":153106,"prefix":"ms","prefix_display":"MS.","first_name":"COURTNEY","nickname":null,"middle_name":"ROSE","last_name":"LAUDICK","suffix":null,"suffix_display":null},"covered_position":null,"new":true},{"lobbyist":{"id":154404,"prefix":null,"prefix_display":null,"first_name":"DAVIS","nickname":null,"middle_name":null,"last_name":"KAMERON DAVIS","suffix":null,"suffix_display":null},"covered_position":null,"new":true},{"lobbyist":{"id":154405,"prefix":null,"prefix_display":null,"first_name":"SEDEF","nickname":null,"middle_name":null,"last_name":"BERK","suffix":null,"suffix_display":null},"covered_position":null,"new":true}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":1,"name":"SENATE"}]},{"general_issue_code":"HOM","general_issue_code_display":"Homeland Security","description":"OPPOSE Senate Nomination of Brian J. Cavanaugh, DHS Under Secretary Nominee Lead organizational sign on letter urging DHS to release Wilber Rafael Garces Perez from ICE custody after being shot in the back in Austin, TX","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":141130,"prefix":null,"prefix_display":null,"first_name":"JULIA","nickname":null,"middle_name":null,"last_name":"SANTOS","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":154404,"prefix":null,"prefix_display":null,"first_name":"DAVIS","nickname":null,"middle_name":null,"last_name":"KAMERON DAVIS","suffix":null,"suffix_display":null},"covered_position":null,"new":true}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":1,"name":"SENATE"}]},{"general_issue_code":"IMM","general_issue_code_display":"Immigration","description":"SUPPORT Cosigners for Haiti TPS Discharge Petition, Senate version Lead organizational sign on letter urging DHS to release Wilber Rafael Garces Perez from ICE custody after being shot in the back in Austin, TX Lead virtual briefing alongside the Haitian Bridge Alliance and the AFL-CIO in support of S. 4814 for the immediate reinstatement of Haiti TPS. Senators Markey, Warren, and Reps. Pressley and Frost Assisting DACA Nurses in Congressional inquires into their renewal status or expedited requests on their behalf. Organizing ME & MA Members of Congress to demand the release of MSNA Nurse Debora from ICE Detention.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":141130,"prefix":null,"prefix_display":null,"first_name":"JULIA","nickname":null,"middle_name":null,"last_name":"SANTOS","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":154404,"prefix":null,"prefix_display":null,"first_name":"DAVIS","nickname":null,"middle_name":null,"last_name":"KAMERON DAVIS","suffix":null,"suffix_display":null},"covered_position":null,"new":true}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":1,"name":"SENATE"}]},{"general_issue_code":"SCI","general_issue_code_display":"Science/Technology","description":"OPPOSE- Digital Asset Market Clarity Act (CLARITY Act) (H.R. 2633) S. 4214 / H.R. 9442 - Artificial Intelligence Data Center Moratorium Act Meeting with Senator Sanders to discuss support and strategy for the Artificial Intelligence Data Center Moratorium Act. H.R. 10044 - AI Tax and Work Protection Act Met with Representative Casars staff to discuss legislation to tax AI tokens and safeguard jobs. Joined Congressional Roundtable - House Democratic Commission on AI and the Innovation Economy Gave feedback on Rep. Foushee People First Chatbot Act Met with Rep. Jayapal's office to give the nurses perspective on the dangers of AI in healthcare","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":141130,"prefix":null,"prefix_display":null,"first_name":"JULIA","nickname":null,"middle_name":null,"last_name":"SANTOS","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":153106,"prefix":"ms","prefix_display":"MS.","first_name":"COURTNEY","nickname":null,"middle_name":"ROSE","last_name":"LAUDICK","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":154404,"prefix":null,"prefix_display":null,"first_name":"DAVIS","nickname":null,"middle_name":null,"last_name":"KAMERON DAVIS","suffix":null,"suffix_display":null},"covered_position":null,"new":true},{"lobbyist":{"id":154405,"prefix":null,"prefix_display":null,"first_name":"SEDEF","nickname":null,"middle_name":null,"last_name":"BERK","suffix":null,"suffix_display":null},"covered_position":null,"new":true}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":1,"name":"SENATE"}]},{"general_issue_code":"VET","general_issue_code_display":"Veterans","description":"SUPPORT- VA Employee Fairness Act (S. 1650 / H.R. 3261) Meeting with Executive Director of Congressional Labor Caucus to discuss S. 1650 / H.R. 3261 - VA Employee Fairness Act Meeting with Rafael Elizalde, Chief of Staff to Representative Mark Takano, to discuss H.R. 3261 - VA Employee Fairness Act Meetings with Kirsten Gillibrand; Chuck Schumer; Paul Tonko regarding the Schenectady VA clinic closure and its impact on surrounding VA facilities and VA nurses H.R. 3261 - VA Employee Fairness Act Lobbied members Josh Harder; Jared Huffman; Betty McCollum; Michael Quigley to cosponsor H.R. 3261.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":153106,"prefix":"ms","prefix_display":"MS.","first_name":"COURTNEY","nickname":null,"middle_name":"ROSE","last_name":"LAUDICK","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":154405,"prefix":null,"prefix_display":null,"first_name":"SEDEF","nickname":null,"middle_name":null,"last_name":"BERK","suffix":null,"suffix_display":null},"covered_position":null,"new":true},{"lobbyist":{"id":154404,"prefix":null,"prefix_display":null,"first_name":"DAVIS","nickname":null,"middle_name":null,"last_name":"KAMERON DAVIS","suffix":null,"suffix_display":null},"covered_position":null,"new":true},{"lobbyist":{"id":141130,"prefix":null,"prefix_display":null,"first_name":"JULIA","nickname":null,"middle_name":null,"last_name":"SANTOS","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":"BUD","general_issue_code_display":"Budget/Appropriations","description":"Opposing Senate Budget Reconciliation package Opposing $1 trillion Pentagon budget OPPOSE Reconciliation 3.0, the Concurrent Resolution on the Budget for Fiscal Year 2027 OPPOSE Reconciliation 3.0, the Concurrent Resolution on the Budget for Fiscal Year 2027","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":141130,"prefix":null,"prefix_display":null,"first_name":"JULIA","nickname":null,"middle_name":null,"last_name":"SANTOS","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":154404,"prefix":null,"prefix_display":null,"first_name":"DAVIS","nickname":null,"middle_name":null,"last_name":"KAMERON DAVIS","suffix":null,"suffix_display":null},"covered_position":null,"new":true}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":1,"name":"SENATE"}]},{"general_issue_code":"DEF","general_issue_code_display":"Defense","description":"SUPPORT - Lebanon War Powers Resolution SUPPORT - Iran War Powers Resolution SUPPORT H. Con Res 93, the Iran War Powers Resolution, led by Rep. Moulton SUPPORT H. Con Res 89, the Iran War Powers Resolution, led by Rep. Jayapal OPPOSE final passage of the National Defense Authorization Act for Fiscal Year 2027 and the SAVE America Act Letter to NDAA Conferees Opposing US-Israel Defense Merger","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":141130,"prefix":null,"prefix_display":null,"first_name":"JULIA","nickname":null,"middle_name":null,"last_name":"SANTOS","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":154404,"prefix":null,"prefix_display":null,"first_name":"DAVIS","nickname":null,"middle_name":null,"last_name":"KAMERON DAVIS","suffix":null,"suffix_display":null},"covered_position":null,"new":true}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":1,"name":"SENATE"}]},{"general_issue_code":"CIV","general_issue_code_display":"Civil Rights/Civil Liberties","description":"OPPOSE - NDAA H.R. 8800 and the SAVE America Act OPPOSE resolution condemning socialism, and oppose the SAVE America Act, H. Con. Res. 93. OPPOSE final passage of the National Defense Authorization Act for Fiscal Year 2027 and the SAVE America Act","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":141130,"prefix":null,"prefix_display":null,"first_name":"JULIA","nickname":null,"middle_name":null,"last_name":"SANTOS","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":154404,"prefix":null,"prefix_display":null,"first_name":"DAVIS","nickname":null,"middle_name":null,"last_name":"KAMERON DAVIS","suffix":null,"suffix_display":null},"covered_position":null,"new":true}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":1,"name":"SENATE"}]},{"general_issue_code":"MMM","general_issue_code_display":"Medicare/Medicaid","description":"SUPPORT- Medicare for All (S. 1506 / H.R. 3069) Meeting with Executive Director of Congressional Labor Caucus to discuss 1506 / H.R. 3069 - Medicare for All Act H.R. 3069 / S. 1506 - Medicare for All Act Lobbied and advocated for Medicare for All during a Medicare for All Lobby Day. Meeting with Office of Senator Maria Cantwell on Medicare for All Meeting with Office of Senator Sheldon Whitehouse (D-RI) on Medicare for All Meeting with Office of Madeline Dean on Medicare for All Meeting with Office of Emily Randall on Medicare for All","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":141130,"prefix":null,"prefix_display":null,"first_name":"JULIA","nickname":null,"middle_name":null,"last_name":"SANTOS","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":153106,"prefix":"ms","prefix_display":"MS.","first_name":"COURTNEY","nickname":null,"middle_name":"ROSE","last_name":"LAUDICK","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":154404,"prefix":null,"prefix_display":null,"first_name":"DAVIS","nickname":null,"middle_name":null,"last_name":"KAMERON DAVIS","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":154405,"prefix":null,"prefix_display":null,"first_name":"SEDEF","nickname":null,"middle_name":null,"last_name":"BERK","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":"GOV","general_issue_code_display":"Government Issues","description":"OPPOSE Senate Nomination of Brian J. 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Con. Res. 106 SUPPORT Massie Amendment to strip $3.3b in funding from Israel SUPPORT Organizational Letter urging to House members to support Rep. Massie's amendment to strip $3.3b in funding from Israel","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":154404,"prefix":null,"prefix_display":null,"first_name":"DAVIS","nickname":null,"middle_name":null,"last_name":"KAMERON DAVIS","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":141130,"prefix":null,"prefix_display":null,"first_name":"JULIA","nickname":null,"middle_name":null,"last_name":"SANTOS","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"}]}],"conviction_disclosures":[],"foreign_entities":[],"affiliated_organizations":[]}]}