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H.R. 8379: Freedom from Ideological Requirements in Employment Act H.R. 8213: Defending Women in the Workplace Act S.Res. 511: A resolution supporting the goals and principles of Transgender Day of Remembrance by recognizing the epidemic of violence toward transgender people and memorializing the lives lost this year. 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This bill would direct the Federal Trade Commission to require impact assessments of automated decision systems and augmented critical decision processes. Issue: Algorithmic Accountability. H.R. 6356/S. 3308 - Artificial Intelligence Civil Rights Act. The bill would establish protections for individual rights with respect to computational algorithms. Issue: Artificial Intelligence (AI). H.R. __ - Responsible AI Disclosure Act. The bill would require the Federal financial agencies to carry out a study and report on standardized descriptions for vendor-provided artificial intelligence systems. Issue: Artificial Intelligence (AI). S. 2750 - SANDBOX Act. To require the Director of the Office of Science and Technology Policy to establish a Federal regulatory sandbox program for artificial intelligence. Issue: Artificial Intelligence (AI). H.R. 8413 - SECURE Data Act. To establish a national framework for consumer privacy rights and the protection of personal data. Issue: Data Privacy H.R. 8398 - Guidelines for Use, Access, and Responsible Disclosure of Financial Data Act. The bill would make improvements to title V of the Gramm-Leach-Bliley Act. Issue: Data Privacy. S. 1582. GENIUS Act. This bill establishes a regulatory framework for payment stablecoins (digital assets which an issuer must redeem for a fixed value). Issue: Digital Assets. H.R.___ and S.___ - Draft data privacy legislation. Issue: Data Privacy H.R. __ - Draft cybersecurity legislation. Issue: Cybersecurity Issue: Artificial Intelligence (AI). Issue: Business interruption insurance. Issue: Draft legislation that would require notice of data security breaches. Issue: Cybersecurity and Privacy.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":59703,"prefix":null,"prefix_display":null,"first_name":"IAN","nickname":null,"middle_name":null,"last_name":"STEGER","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":70345,"prefix":null,"prefix_display":null,"first_name":"PAUL","nickname":null,"middle_name":null,"last_name":"KANGAS","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":"FIN","general_issue_code_display":"Financial Institutions/Investments/Securities","description":"Public Law 111-203, H.R. 4173 - Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: Implementation and Regulatory reform. Captive Reinsurance Transactions, Insurance Capital Standards and Global Capital Standards. Roles of federal and state agencies at the International Association of Insurance Supervisors and the Financial Stability Board. Implementation of S. 2270 - Insurance Capital Standards Clarification Act of 2014. The bill would give the Federal Reserve the authority to tailor capital standards for insurance companies subject to Fed supervision. Issue: Capital Standards, Basel III Implementation of S. 2155 Economic Growth, Regulatory Relief, and Consumer Protection Act. Issue: Implementation and regulatory reform of the financial services industry. Implementation of H.R. 748 - the Coronavirus Aid, Relief, and Economic Security (CARES) Act. This bill responds to the COVID-19 (i.e., coronavirus disease 2019) outbreak and its impact on the economy, public health, state and local governments, individuals, and businesses. Issue: CECL, TDR, Remote Online Notarization, SBA loans. H.R.1777/S. 1561 - Securing and Enabling Commerce Using Remote and Electronic Notarization Act. To authorize and establish minimum standards for electronic and remote notarizations that occur in or affect interstate commerce, to require any Federal court located in a State to recognize notarizations performed by a notary public commissioned by another State when the notarization occurs in or affects interstate commerce, and to require any State to recognize notarizations performed by a notary public commissioned by another State when the notarization occurs in or affects interstate commerce or when the notarization was performed under or relates to a public act, record, or judicial proceeding of the State in which the notary public was commissioned. Issue: remote online notarization. H.R. 2441 - Improving Disclosure for Investors Act - This bill requires the Securities and Exchange Commission (SEC) to propose and finalize rules to allow entities to deliver regulatory documents to investors electronically. The SEC must establish a mechanism for investors to opt out of electronic delivery and receive paper documents instead. If the SEC does not finalize rules within one year after enactment, the bill allows for electronic delivery of these documents. Issue: Electronic delivery. H.R. 1013/S.424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 - The bill would allow 403(b) plans to invest in Collective Investment Trusts or Separate Accounts that establishes investment parity with other defined contribution plans, like 401(k)s. Issue: Retirement security H.R.20/S.852 - Richard L. Trumka Protecting the Right to Organize Act. To amend the National Labor Relations Act, the Labor Management Relations Act, 1947, and the Labor-Management Reporting and Disclosure Act of 1959. Issue: independent contractor status. H.R. 3682/S. 3578 - Financial Stability Oversight Council Improvement Act of 2025. This bill will restore transparency to FSOC by imposing procedural guardrails, including enhanced due process protections, and a stronger analytic framework before a firm can be designated as systemically important. Issue: Dodd-Frank Act reform. H.R. 8338 - SAFER Act of 2026. To prevent the premature seizure of an individuals securities, digital assets, or investment accounts in the custody of a financial institution under State escheatment laws. Issue: unclaimed property. H.R.9471 /S. 4942 SAFE Banking Act - This bill would create protections for financial institutions that provide financial services to State-sanctioned marijuana businesses and service providers for such businesses. Issue: Cannabis legislation H.R. ____, the Consumer-Led Enhancement of Annuity and Insurance Registration (CLEAR) Forms Act. The bill would require the Securities and Exchange Commission to create forms for non-variable registered annuities and life insurance products. Issue: SEC reform S. __ - SAFER Banking Act - This bill would create protections for financial institutions that provide financial services to State-sanctioned marijuana businesses and service providers for such businesses. Issue: Cannabis legislation. H.R. __ - Expanding Access to Capital Act - This bill reduces various securities regulations applicable to certain companies, brokers, and advisors. The bill also allows more investors to invest in specified types of ventures. Issue: Capital reform. S. __ - Protecting Innovation in Investment Act - To prohibit the Securities and Exchange Commission from finalizing, implementing, or enforcing a proposed rule with respect to conflicts of interest associated with the use of predictive data analytics by broker-dealers and investment advisers. Issue: Predictive data analytics. S. __/H.R. __ - Empowering States to Protect Seniors from Bad Actors Act - This bill reauthorizes through FY2028 and otherwise revises the Senior Investor Protection Grant Program. The bill moves the program from the Consumer Financial Protection Bureau to the Securities and Exchange Commission, establishes a task force to oversee the program, and eliminates certain grant eligibility requirements. Issue: Financial protections. Issue: FHLBank System Issue: Basel III Issue: Regulation Best Interest Issue: Environmental, Social, and Corporate Governance (ESG). No bill number assigned. Issue: Commercial mortgage-backed security (CMBS) debt. No bill number assigned. Issue: Unclaimed life insurance products. No bill number assigned. Issue: Covered agreement on prudential measures with respect to the business of insurance and reinsurance. No bill number assigned. Issue: Government Sponsored Enterprises (GSE) reform. No bill number assigned.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":59703,"prefix":null,"prefix_display":null,"first_name":"IAN","nickname":null,"middle_name":null,"last_name":"STEGER","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":70345,"prefix":null,"prefix_display":null,"first_name":"PAUL","nickname":null,"middle_name":null,"last_name":"KANGAS","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":"INS","general_issue_code_display":"Insurance","description":"Public Law 111-203, H.R. 4173- Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: Implementation and Regulatory reform. Captive Reinsurance Transactions, Insurance Capital Standards and Global Capital Standards. Implementation of S. 2270 - Insurance Capital Standards Clarification Act of 2014. The bill would give the Federal Reserve the authority to tailor capital standards for insurance companies subject to Fed supervision. Issue: Capital Standards, Basel III Implementation of H.R. 748 - the Coronavirus Aid, Relief, and Economic Security (CARES) Act. This bill responds to the COVID-19 (i.e., coronavirus disease 2019) outbreak and its impact on the economy, public health, state and local governments, individuals, and businesses. Issue: CECL, TDR, Remote Online Notarization, SBA loans. H.R. 4583 and H.R. 4582/S.1552 - Living Donor Protection Act. The bill would promote and protect from discrimination living organ donors. Issue: underwriting. H.R. 643 - Federal Insurance Office Elimination Act. To eliminate the Federal Insurance Office of the Department of the Treasury. Issue: FIO Reform. S. 1544/H.R. 3437 - Insurance Data Protection Act. To prohibit the Federal Insurance Office of the Department of the Treasury and other financial regulators from collecting data directly from an insurance company. Issue: FIO Reform H.R. 4735 and S. 2419 - Business of Insurance Regulatory Reform Act- To amend the Consumer Financial Protection Act of 2010 to clarify the authority of the Bureau of Consumer Financial Protection with respect to persons regulated by a State insurance regulator. Issue: Business of Insurance. H.R. 3503 - Kidney Donation Anti-Discrimination Act. The bill would prohibit life insurance providers from discriminating based on a persons status as a living kidney donor. Issue: underwriting. H.R. 3383 - Incentivizing New Ventures and Economic Strength Through Capital Formation (INVEST) Act of 2025. This bill allows a closed-end fund-a portfolio of pooled assets with a limited number of shares traded on an exchange-to increase its investment in private investment funds. Specifically, the Securities and Exchange Commission is prohibited from limiting the sale or listing of securities of a closed-end fund that invests in private investment funds. This bill also apples to a closed-end company treated as a business development company. Issue: Capital formation H.R. 7130 - McCarran-Ferguson Restoration Act. The bill would eliminate the Federal Insurance Office of the Department of the Treasury and establish a United States Insurance Representative within the Department of the Treasury. Issue: FIO Reform. Issus: FSOC nonbank guidance rule. Issue: private equitys growing role in the insurance industry. Issue: S&P proposal on the methodology that is used to rate insurance companies. Issue: National Association of Registered Agents and Brokers (NARAB) board. No bill number assigned. Issue: Housing Finance Reform. No bill number assigned.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":59703,"prefix":null,"prefix_display":null,"first_name":"IAN","nickname":null,"middle_name":null,"last_name":"STEGER","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":70345,"prefix":null,"prefix_display":null,"first_name":"PAUL","nickname":null,"middle_name":null,"last_name":"KANGAS","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":"RET","general_issue_code_display":"Retirement","description":"Retirement Security, Q4 2025 1.H.R.1013, S.424 Retirement Fairness for Charities and Educational Institutions Act of 2025: Allows 403(b) retirement plans to invest in Collective Investment Trust or Separate Accounts Insurance Products to establish investment parity with other defined contribution plans, like 401(k)s. 2.H.R.2023, S.988 Womens Retirement Protection Act (WRPA): This legislation imposes spousal consent requirements on nearly all distributions from defined contribution plans. The bill also seeks to enhance financial literacy through grants to community-based organizations and offers grants to such organizations to help low-income women and survivors of domestic abuse obtain qualified domestic relations orders. 3.H.R.2067, S.928 Protecting Americans Retirement Savings Act (PARSA): This bill prohibits ERISA-covered retirement plans from making new investments in companies controlled by or based in countries considered to be foreign adversaries. Foreign adversaries include China, Iran, North Korea, and Russia. The bill also requires fiduciaries to disclose continuing investments in such entities and sanctioned firms. 4.H.R.2089 Generating Retirement Ownership through Long-Term Holding (GROWTH): The legislation provides that reinvested mutual fund dividends are not subject to capital gains taxation until the investor sells his or her shares. 5.H.R.2163 No Penalties for Victims of Fraud Act: The bill ensures that victims of retirement account fraud are not subject to the 10% additional income tax on early retirement plan distributions. 6.H.R.2544, S.1222 Financial Freedom Act of 2025: The legislation prohibits the Secretary of Labor from restricting the investments available in self-directed 401(k) brokerage windows. The bill also prohibits the DOL from preventing a fiduciary from selecting, any particular type of investment alternative, provided that a fiduciary provides the participant or beneficiary an opportunity to choose, from a broad range of investment alternatives, nor can the DOL require that any particular type of investment be either favored or disfavored, other than on the basis of the investments risk-return characteristics. 7.H.R.2696, S.1526 Retirement Savings for Americans Act (RSAA): This legislation establishes a federally run American Worker Retirement Plan for private-sector workers that do not have access to a workplace-based retirement plan. The bill also includes an enhanced federal matching contribution that only applies to lower income workers that participate in the federal plan. 8.H.R.2748 First Time Homeowner Savings Plan Act: This legislation increases the amount first-time homebuyers could pull from their retirement savings from the $10,000 set in the 1990s to $25,000 (indexed to inflation) without the 10% additional income tax on early retirement plan distributions to use as a down payment on their home. 9.H.R.2869 EBSA Investigations Transparency Act: This legislation requires the Department of Labors Employee Benefits Security Administration (EBSA) to submit annual reports to Congress on the status of its open employee plan audits and to explain why any audits open for more than 36 months have not been closed. 10.H.R.2958 Balance the Scales Act: This legislation requires the Department of Labors Employee Benefits Security Administration (EBSA) to report annually to Congress about its use of common interest agreements. 11.H.R.2988 Protecting Prudent Investment of Retirement Savings Act: This legislation amends ERISA to specify that a retirement plan fiduciary shall be considered acting solely in the interest of participants only if: 1) the investment does not subordinate the interest of participants in their retirement income or financial benefits under the plan to other objectives, including ESG objectives and 2) the fiduciary does not sacrifice investment returns or take on additional investment risks to promote goals unrelated to the plan. 12.H.R.3526, S.2867 Uplifting First-Time Homebuyers Act of 2025: This legislation allows individuals to take an early distribution out of an IRA of up to $50,000 for a qualified first-time home purchase without the 10% additional income tax penalty. Current rules only allow up to a $10,000 early distribution without penalty. 13.H.R.4718, S.1707 Helping Young Americans Save for Retirement Act: This legislation lowers the required minimum participation age in ERISA-covered retirement plans from age 21 to age 18. 14.S.2003 Strengthening Benefits Plans Act of 2025: This legislation permits surplus assets in a retiree health account to be used for other benefits, like active employee health benefits. The legislation also permits surplus assets in a defined benefit plan to be used to provide contributions to the employers defined contribution plan without terminating the defined benefit plan. 15.S.2210 Unlocking Benefits for Independent Workers Act: This legislation establishes a safe harbor under federal law for companies that would like to voluntarily provide independent workers with any benefit or protection commonly provided to full-time employees, such as retirement and health care benefits. 16.S.2217 Independent Retirement Fairness Act: This legislation relaxes the audit rules for pooled employer plans (PEPs) and allows companies to enroll their independent workers in PEPs and simplified employer pensions (SEPs) IRAs without triggering employee classification. 17.H.R.4548, S.2365 Small Nonprofit Retirement Security Act of 2025: This legislation makes the credit for small employer pension plan startup costs and the retirement auto-enrollment credit available to tax-exempt eligible small employers. 18.H.R.5325 Unclaimed Retirement Rescue Plan: This legislation directs the Department of Labor (DOL) to issue a regulation that would permit retirement plan fiduciaries to transfer unclaimed retirement distributions to State unclaimed property programs. 19.H.R.5748 Retirement Investment Choice Act: This legislation codifies Executive Order 14330 relating to democratizing access to alternative assets for 401(k) investors. 20.S.3083 Providing Complete Information to Retirement Investors Act: This legislation adds a new notice requirement to participants investing through brokerage windows in 401(k) plans to explain that the investments in a brokerage window have not been prudently selected and are not monitored by a plan fiduciary. 21.S.3086 Restoring Integrity in Fiduciary Duty Act: This legislation limits fiduciary consideration of nonpecuniary factors for investments. The bill further states that ERISA fiduciaries must also make decisions regarding the exercise of shareholder rights and proxy voting based on pecuniary factors. 22.H.R.5887 Saving for the Future Act: This legislation establishes a hybrid emergency savings and 401(k)-type government-run program called the Federal Universal Personal Savings Investment Program and creates UP Retirement Accounts for every full-time and part-time worker not covered by an active defined benefit pension plan. The legislation also requires employers to make a minimum employer contribution to the workers retirement account. 23.H.R.6084 ERISA Litigation Reform Act: This legislation amends the pleading standard under ERISA Section 502 for certain claims to put the burden on the plaintiff to plausibly allege and prove that an ERISA prohibitive transaction occurred that is not exempt under ERISA section 408(b)(2). 24.H.R.6324 Retirement Simplification and Clarity Act: This legislation would: (1) permit an in-service plan distribution to an individual retirement annuity on or after attainment of age 50; and (2) include a specific reference to an individual retirement annuity as a rollover option under a simplified 402(f) safe harbor notice. 25.H.R.6417, S.3333 Emergency Savings Enhancement Act of 2025: This legislation would double the maximum balance limit for Pension-Linked Emergency Savings Accounts (PLESAs) from $2,500 to $5,000 and allows Highly Compensated Employees (HCEs) to participate. 26.H.R.6450, S.3352 Retirement Rollover Flexibility Act: This legislation would permit rollover contributions from Roth IRAs to designated Roth accounts in qualified retirement plans, like 401(k)s. 27.H.R.6722 Automatic IRA Act of 2025: The legislation would require employers with more than 10 employees that do not sponsor a retirement plan to automatically enroll their employees in IRAs (automatic IRAs) or other automatic contribution plans or arrangements, like 401(k) plans. The legislation also requires 401(k) plans with over 100 participants plans must permit participants to elect to receive at least 50 percent of their vested account balance in the form of lifetime income. This requirement does not apply to participants with balances below $200,000. 28.H.R.6729, S.1831 Auto Reenroll Act of 2025: This legislation amends the qualified automatic contribution arrangement (QACA) safe harbor in the tax code for 401(k) plans to allow for automatic periodic reenrollment into the plan. 29.H.R.7185 Home Savings Act: This legislation permits penalty-free withdrawals from a 401(k) account for up to five years when the funds are used for a down payment or closing costs on a primary residence. The legislation also allows an individual to make a penalty-free 401(k) withdrawal and gift those funds to a relative, exempt from gift tax, provided the relative uses the money for a down payment or closing costs on a primary residence. 30.H.R.7362 Form 5500 Filing Simplification Act: This legislation extends the Form 5500 filing deadline to October 15 (for calendar year retirement plans), thus eliminating the need for an extension. 31.H.R.7556, S.2335 Pensions for All Act: This legislation requires every employer to provide to their employees a retirement program with benefits equivalent to the Federal Employees Retirement System (FERS) or to elect for their employees to participate in FERS. 32.H.R.8273, S.4291 Catching Up Family Caregivers Act of 2026: This legislation allows full-time family caregivers to qualify for up to five additional years of retirement plan catch-up contributions. Catch-up contributions currently allow individuals over age 50 to contribute above the standard annual retirement plan contribution limit, with even higher limits available for those ages 60 to 63. 33.H.R.8274, S.4292 Improving Retirement for Family Caregivers Act of 2026: Current law limits Roth IRA contributions to the lesser of $7,000 or total annual income. This legislation eliminates the annual income requirement for family caregivers, thus allowing them to contribute to a Roth IRA even if they do not have any income. 34.H.R.8313 Trump Accounts for All Generations Act: The One Big Beautiful Bill Act (OBBBA) enacted last year created the Trump Account, which is a new individual tax-preferred savings vehicle for children, with a $1,000 government seed contribution for every child born in the United States from 2025 to 2029. This legislation makes the $1,000 government contribution for children permanent and indexes the $1,000 contribution amount to inflation beginning in 2029. 35.H.R.8314 OPTIONS Act: The legislation allows employees to allocate employer contributions among various pre-tax benefits, including retirement accounts, health savings accounts, health reimbursement accounts, and educational assistance programs. 36.S.4360 Investigation Status and Governance for Honest Transparency (INSIGHT) Act: This legislation requires the Employee Benefits Security Administration (EBSA) to submit annual reports to Congress on the status of its open employee plan audits and to explain why any audits open for more than 36 months have not been closed. And it also requires the Department of Labor to formalize and disclose situations in which it is providing adverse assistance which means assistance to plaintiffs lawyers suing ERISA benefit plan sponsors and fiduciaries. 37.H.R.8783, S.4511 Charity Parity Act: Current law allows retirement savers to exclude up to $111,000 in annual gross income to make qualified charitable distributions (QCDs), but only if the funds are donated directly from an IRA. This tax break excludes distributions from employer-sponsored retirement plans like 401(k)s and 403(b)s. So, under current law, individuals must first roll assets into an IRA to make a QCD. The Charity Parity Act would permit direct QCDs from employer-sponsored retirement plans. 38.H.R.8837, S.1840 Retirement Investment in Small Employers (RISE) Act: This legislation raises the floor for the existing $250 per-employee tax credit available to small businesses to create retirement plans, ensuring that all small businesses can receive a tax credit of at least $2,500. The House version of the legislation allows the service provider to claim the tax credit as payment for services that would ordinarily be charged to the employer for starting the plan. 39.General Accounts Product Corrections Act: This proposed legislation clarifies fiduciary responsibilities for life insurance companies as it relates to investments in their general accounts. Income Security S. 2415 and H.R. 7107, the Long-Term Care Affordability Act: Would allow for tax free distributions from retirement accounts to fund LTC contracts. H.R. 133, Both provisions are in the larger bill. H.R.1185 - FAMILY Act. Issue: paid family and medical leave proposal would offer paid leave benefits via a payroll tax for birth or adoption of a child or caring for a sick family member. H.R.1940 - New Parents Act of 2019. Issue: paid family and medical leave H.R.2163 - To amend the Internal Revenue Code of 1986 to allow for tax-advantaged distributions from health savings accounts during family or medical leave, and for other purposes. Issue: paid family and medical leave S.463 - FAMILY Act. Issue: paid family and medical leave- paid family and medical leave proposal would offer paid leave benefits via a payroll tax for birth or adoption of a child or caring for a sick family member S.920 - New Parents Act of 2019. Issue: paid family and medical leave Discussion draft - CRADLE Act. Issue: paid family and medical leave - allows for a deferment of retirement benefits for paid leave benefits. Proposed FY 2020 Budget proposal on paid family and medical leave. Issue: paid family and medical leave H.R. 2694 - Pregnant Workers Fairness Act. Issue: paid family and medical leave. Concurrent Resolution on the Budget, FY2022, S.Con.Res.14. The budget resolution calls for the $3.5 trillion in long-term investments to be fully offset by a combination of new tax revenues, health care savings, and long-term economic growth. In addition, the agreement would prohibit new taxes on families making less than $400,000 per year, and on small businesses and family farms. Issue: Medicare/Dental (Expanding Medicare to include dental, vision, hearing benefits and lowering the eligibility age). H.R. 5376- Build Back Better Act This bill provides funding, establishes programs, and otherwise modifies provisions relating to a broad array of areas, including education, labor, child-care, health care, taxes, immigration, and the environment. Excepted Benefits on Supplemental Benefits-proposed tri-agency rule through HHS, Treasury and Labor. S.3680 - Paid Family and Medical Leave Tax Credit Extension and Enhancement Act Diversity and Inclusion H.R. 5084 - Improving Corporate Governance Through Diversity Act. Issue: diversity and inclusion. H.R. 5360 - Closing the Racial Wealth Gap Act. Issue: diversity and inclusion. H.R. 281 - Ensuring Diverse Leadership Act. Issue: diversity and inclusion. H.R. 7946 and S. 4464 - Federal Reserve Racial and Economic Equity Act. Issue: diversity and inclusion.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":79500,"prefix":null,"prefix_display":null,"first_name":"LAURYL","nickname":null,"middle_name":"DODSON","last_name":"JACKSON","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":144931,"prefix":null,"prefix_display":null,"first_name":"ANDREW","nickname":null,"middle_name":null,"last_name":"REMO","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":"TRD","general_issue_code_display":"Trade (domestic/foreign)","description":"U.S.-Chile Income Tax Treaty U.S.-Chile changes to pension system Protecting Americans Retirement Savings Act (PARSA) (H.R. 2607 / S.928). This bill prohibits ERISA-covered retirement plans from making new investments in companies controlled by or based in countries considered to be foreign adversaries. Foreign adversaries include China, Iran, North Korea, and Russia. The bill also requires fiduciaries to disclose continuing investments in such entities and sanctioned firms. Halting International Relocation of Employment (HIRE) Act (S. 2976/ H.R. 7559). To amend the Internal Revenue Code of 1986 to impose an excise tax on payments by United States taxpayers to foreign persons for services provided to United States consumers. Issue: International H-1B and L-1 Visa Reform Act (S. 2928). To amend the Immigration and Nationality Act to reform and reduce fraud and abuse in certain visa programs for aliens working temporarily in the United States. Issue: Visas Issue: Tariffs Issue: Data Localization & Cross-Border Data Flow. USTR reversal of its long-standing support for WTO core disciplines that protect U.S. businesses cross-border data flows and prohibit data localization mandates. Issue: Digital Services Tax (DST). Issue: OECD Pillar II UTPR. Issue: Mexico Value Added Tax (VAT) Issue: U.S.-Mexico-Canada Free Trade Agreement Review","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":59703,"prefix":null,"prefix_display":null,"first_name":"IAN","nickname":null,"middle_name":null,"last_name":"STEGER","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/49b72d85-b0c7-4dae-b54b-7afde4c1ff5f/","filing_uuid":"49b72d85-b0c7-4dae-b54b-7afde4c1ff5f","filing_type":"2A","filing_type_display":"2nd Quarter - Amendment","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/49b72d85-b0c7-4dae-b54b-7afde4c1ff5f/print/","filing_document_content_type":"text/html","income":null,"expenses":"1103598.00","expenses_method":"A","expenses_method_display":"A","posted_by_name":"LaVette Johnson","dt_posted":"2026-07-20T12:18:02-04:00","termination_date":null,"registrant_country":"United States of America","registrant_ppb_country":"United States of America","registrant_address_1":"300 New Jersey Ave, NW, 10th Floor","registrant_address_2":null,"registrant_different_address":true,"registrant_city":"WASHINGTON","registrant_state":"DC","registrant_zip":"20001","registrant":{"id":2115,"url":"https://lda.gov/api/v1/registrants/2115/","house_registrant_id":31026,"name":"AMERICAN COUNCIL OF LIFE INSURERS","description":"Life Insurance","address_1":"300 New Jersey Ave, NW, 10th Floor","address_2":null,"address_3":null,"address_4":null,"city":"WASHINGTON","state":"DC","state_display":"District of Columbia","zip":"20001","country":"US","country_display":"United States of America","ppb_country":"US","ppb_country_display":"United States of America","contact_name":"LAVETTE JOHNSON","contact_telephone":"+1 202-624-2141","dt_updated":"2026-07-24T10:07:57.108430-04:00"},"client":{"id":103080,"url":"https://lda.gov/api/v1/clients/103080/","client_id":12,"name":"AMERICAN COUNCIL OF LIFE INSURERS","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":"2008-04-01"},"lobbying_activities":[{"general_issue_code":"CSP","general_issue_code_display":"Consumer Issues/Safety/Products","description":"Public Law 111-203, H.R. 4173- Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: Implementation, Global Capital Standards and Regulatory reform. S. __ - Data Care Act. The legislation would establish duties of care, loyalty, and confidentiality, and a violation of the duties would be treated as a violation of a Federal Trade Commission (FTC) rule with fine authority. Issue: Data Privacy H.R.__/S.__ Online Privacy Act - The legislation would provide for individual rights relating to privacy of personal information, to establish privacy and security requirements for covered entities relating to personal information, and to establish an agency to be known as the Digital Privacy Agency to enforce such rights and requirements. Issue: Data Privacy H.R. __/S. __ DELETE Act - This bill would establish a centralized system to allow individuals to request the simultaneous deletion of their personal information across all data brokers. Issue: Data Privacy. H.R. 5511/S.__ - Algorithmic Accountability Act. This bill would direct the Federal Trade Commission to require impact assessments of automated decision systems and augmented critical decision processes. Issue: Algorithmic Accountability. H.R. 6356/S. 3308 - Artificial Intelligence Civil Rights Act. The bill would establish protections for individual rights with respect to computational algorithms. Issue: Artificial Intelligence (AI). H.R. __ - Responsible AI Disclosure Act. The bill would require the Federal financial agencies to carry out a study and report on standardized descriptions for vendor-provided artificial intelligence systems. Issue: Artificial Intelligence (AI). S. 2750 - SANDBOX Act. To require the Director of the Office of Science and Technology Policy to establish a Federal regulatory sandbox program for artificial intelligence. Issue: Artificial Intelligence (AI). H.R. 8413 - SECURE Data Act. To establish a national framework for consumer privacy rights and the protection of personal data. Issue: Data Privacy H.R. 8398 - Guidelines for Use, Access, and Responsible Disclosure of Financial Data Act. The bill would make improvements to title V of the Gramm-Leach-Bliley Act. Issue: Data Privacy. S. 1582. GENIUS Act. This bill establishes a regulatory framework for payment stablecoins (digital assets which an issuer must redeem for a fixed value). Issue: Digital Assets. H.R.___ and S.___ - Draft data privacy legislation. Issue: Data Privacy H.R. __ - Draft cybersecurity legislation. Issue: Cybersecurity Issue: Artificial Intelligence (AI). Issue: Business interruption insurance. Issue: Draft legislation that would require notice of data security breaches. Issue: Cybersecurity and Privacy.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":59703,"prefix":null,"prefix_display":null,"first_name":"IAN","nickname":null,"middle_name":null,"last_name":"STEGER","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":70345,"prefix":null,"prefix_display":null,"first_name":"PAUL","nickname":null,"middle_name":null,"last_name":"KANGAS","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":"FIN","general_issue_code_display":"Financial Institutions/Investments/Securities","description":"Public Law 111-203, H.R. 4173 - Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: Implementation and Regulatory reform. Captive Reinsurance Transactions, Insurance Capital Standards and Global Capital Standards. Roles of federal and state agencies at the International Association of Insurance Supervisors and the Financial Stability Board. Implementation of S. 2270 - Insurance Capital Standards Clarification Act of 2014. The bill would give the Federal Reserve the authority to tailor capital standards for insurance companies subject to Fed supervision. Issue: Capital Standards, Basel III Implementation of S. 2155 Economic Growth, Regulatory Relief, and Consumer Protection Act. Issue: Implementation and regulatory reform of the financial services industry. Implementation of H.R. 748 - the Coronavirus Aid, Relief, and Economic Security (CARES) Act. This bill responds to the COVID-19 (i.e., coronavirus disease 2019) outbreak and its impact on the economy, public health, state and local governments, individuals, and businesses. Issue: CECL, TDR, Remote Online Notarization, SBA loans. H.R.1777/S. 1561 - Securing and Enabling Commerce Using Remote and Electronic Notarization Act. To authorize and establish minimum standards for electronic and remote notarizations that occur in or affect interstate commerce, to require any Federal court located in a State to recognize notarizations performed by a notary public commissioned by another State when the notarization occurs in or affects interstate commerce, and to require any State to recognize notarizations performed by a notary public commissioned by another State when the notarization occurs in or affects interstate commerce or when the notarization was performed under or relates to a public act, record, or judicial proceeding of the State in which the notary public was commissioned. Issue: remote online notarization. H.R. 2441 - Improving Disclosure for Investors Act - This bill requires the Securities and Exchange Commission (SEC) to propose and finalize rules to allow entities to deliver regulatory documents to investors electronically. The SEC must establish a mechanism for investors to opt out of electronic delivery and receive paper documents instead. If the SEC does not finalize rules within one year after enactment, the bill allows for electronic delivery of these documents. Issue: Electronic delivery. H.R. 1013/S.424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 - The bill would allow 403(b) plans to invest in Collective Investment Trusts or Separate Accounts that establishes investment parity with other defined contribution plans, like 401(k)s. Issue: Retirement security H.R.20/S.852 - Richard L. Trumka Protecting the Right to Organize Act. To amend the National Labor Relations Act, the Labor Management Relations Act, 1947, and the Labor-Management Reporting and Disclosure Act of 1959. Issue: independent contractor status. H.R. 3682/S. 3578 - Financial Stability Oversight Council Improvement Act of 2025. This bill will restore transparency to FSOC by imposing procedural guardrails, including enhanced due process protections, and a stronger analytic framework before a firm can be designated as systemically important. Issue: Dodd-Frank Act reform. H.R. 8338 - SAFER Act of 2026. To prevent the premature seizure of an individuals securities, digital assets, or investment accounts in the custody of a financial institution under State escheatment laws. Issue: unclaimed property. H.R.9471 /S. 4942 SAFE Banking Act - This bill would create protections for financial institutions that provide financial services to State-sanctioned marijuana businesses and service providers for such businesses. Issue: Cannabis legislation H.R. ____, the Consumer-Led Enhancement of Annuity and Insurance Registration (CLEAR) Forms Act. The bill would require the Securities and Exchange Commission to create forms for non-variable registered annuities and life insurance products. Issue: SEC reform S. __ - SAFER Banking Act - This bill would create protections for financial institutions that provide financial services to State-sanctioned marijuana businesses and service providers for such businesses. Issue: Cannabis legislation. H.R. __ - Expanding Access to Capital Act - This bill reduces various securities regulations applicable to certain companies, brokers, and advisors. The bill also allows more investors to invest in specified types of ventures. Issue: Capital reform. S. __ - Protecting Innovation in Investment Act - To prohibit the Securities and Exchange Commission from finalizing, implementing, or enforcing a proposed rule with respect to conflicts of interest associated with the use of predictive data analytics by broker-dealers and investment advisers. Issue: Predictive data analytics. S. __/H.R. __ - Empowering States to Protect Seniors from Bad Actors Act - This bill reauthorizes through FY2028 and otherwise revises the Senior Investor Protection Grant Program. The bill moves the program from the Consumer Financial Protection Bureau to the Securities and Exchange Commission, establishes a task force to oversee the program, and eliminates certain grant eligibility requirements. Issue: Financial protections. Issue: FHLBank System Issue: Basel III Issue: Regulation Best Interest Issue: Environmental, Social, and Corporate Governance (ESG). No bill number assigned. Issue: Commercial mortgage-backed security (CMBS) debt. No bill number assigned. Issue: Unclaimed life insurance products. No bill number assigned. Issue: Covered agreement on prudential measures with respect to the business of insurance and reinsurance. No bill number assigned. Issue: Government Sponsored Enterprises (GSE) reform. No bill number assigned.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":59703,"prefix":null,"prefix_display":null,"first_name":"IAN","nickname":null,"middle_name":null,"last_name":"STEGER","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":70345,"prefix":null,"prefix_display":null,"first_name":"PAUL","nickname":null,"middle_name":null,"last_name":"KANGAS","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":"INS","general_issue_code_display":"Insurance","description":"Public Law 111-203, H.R. 4173- Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: Implementation and Regulatory reform. Captive Reinsurance Transactions, Insurance Capital Standards and Global Capital Standards. Implementation of S. 2270 - Insurance Capital Standards Clarification Act of 2014. The bill would give the Federal Reserve the authority to tailor capital standards for insurance companies subject to Fed supervision. Issue: Capital Standards, Basel III Implementation of H.R. 748 - the Coronavirus Aid, Relief, and Economic Security (CARES) Act. This bill responds to the COVID-19 (i.e., coronavirus disease 2019) outbreak and its impact on the economy, public health, state and local governments, individuals, and businesses. Issue: CECL, TDR, Remote Online Notarization, SBA loans. H.R. 4583 and H.R. 4582/S.1552 - Living Donor Protection Act. The bill would promote and protect from discrimination living organ donors. Issue: underwriting. H.R. 643 - Federal Insurance Office Elimination Act. To eliminate the Federal Insurance Office of the Department of the Treasury. Issue: FIO Reform. S. 1544/H.R. 3437 - Insurance Data Protection Act. To prohibit the Federal Insurance Office of the Department of the Treasury and other financial regulators from collecting data directly from an insurance company. Issue: FIO Reform H.R. 4735 and S. 2419 - Business of Insurance Regulatory Reform Act- To amend the Consumer Financial Protection Act of 2010 to clarify the authority of the Bureau of Consumer Financial Protection with respect to persons regulated by a State insurance regulator. Issue: Business of Insurance. H.R. 3503 - Kidney Donation Anti-Discrimination Act. The bill would prohibit life insurance providers from discriminating based on a persons status as a living kidney donor. Issue: underwriting. H.R. 3383 - Incentivizing New Ventures and Economic Strength Through Capital Formation (INVEST) Act of 2025. This bill allows a closed-end fund-a portfolio of pooled assets with a limited number of shares traded on an exchange-to increase its investment in private investment funds. Specifically, the Securities and Exchange Commission is prohibited from limiting the sale or listing of securities of a closed-end fund that invests in private investment funds. This bill also apples to a closed-end company treated as a business development company. Issue: Capital formation H.R. 7130 - McCarran-Ferguson Restoration Act. The bill would eliminate the Federal Insurance Office of the Department of the Treasury and establish a United States Insurance Representative within the Department of the Treasury. Issue: FIO Reform. Issus: FSOC nonbank guidance rule. Issue: private equitys growing role in the insurance industry. Issue: S&P proposal on the methodology that is used to rate insurance companies. Issue: National Association of Registered Agents and Brokers (NARAB) board. No bill number assigned. Issue: Housing Finance Reform. No bill number assigned.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":59703,"prefix":null,"prefix_display":null,"first_name":"IAN","nickname":null,"middle_name":null,"last_name":"STEGER","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":70345,"prefix":null,"prefix_display":null,"first_name":"PAUL","nickname":null,"middle_name":null,"last_name":"KANGAS","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":"RET","general_issue_code_display":"Retirement","description":"Retirement Security, Q4 2025 1.H.R.1013, S.424 Retirement Fairness for Charities and Educational Institutions Act of 2025: Allows 403(b) retirement plans to invest in Collective Investment Trust or Separate Accounts Insurance Products to establish investment parity with other defined contribution plans, like 401(k)s. 2.H.R.2023, S.988 Womens Retirement Protection Act (WRPA): This legislation imposes spousal consent requirements on nearly all distributions from defined contribution plans. The bill also seeks to enhance financial literacy through grants to community-based organizations and offers grants to such organizations to help low-income women and survivors of domestic abuse obtain qualified domestic relations orders. 3.H.R.2067, S.928 Protecting Americans Retirement Savings Act (PARSA): This bill prohibits ERISA-covered retirement plans from making new investments in companies controlled by or based in countries considered to be foreign adversaries. Foreign adversaries include China, Iran, North Korea, and Russia. The bill also requires fiduciaries to disclose continuing investments in such entities and sanctioned firms. 4.H.R.2089 Generating Retirement Ownership through Long-Term Holding (GROWTH): The legislation provides that reinvested mutual fund dividends are not subject to capital gains taxation until the investor sells his or her shares. 5.H.R.2163 No Penalties for Victims of Fraud Act: The bill ensures that victims of retirement account fraud are not subject to the 10% additional income tax on early retirement plan distributions. 6.H.R.2544, S.1222 Financial Freedom Act of 2025: The legislation prohibits the Secretary of Labor from restricting the investments available in self-directed 401(k) brokerage windows. The bill also prohibits the DOL from preventing a fiduciary from selecting, any particular type of investment alternative, provided that a fiduciary provides the participant or beneficiary an opportunity to choose, from a broad range of investment alternatives, nor can the DOL require that any particular type of investment be either favored or disfavored, other than on the basis of the investments risk-return characteristics. 7.H.R.2696, S.1526 Retirement Savings for Americans Act (RSAA): This legislation establishes a federally run American Worker Retirement Plan for private-sector workers that do not have access to a workplace-based retirement plan. The bill also includes an enhanced federal matching contribution that only applies to lower income workers that participate in the federal plan. 8.H.R.2748 First Time Homeowner Savings Plan Act: This legislation increases the amount first-time homebuyers could pull from their retirement savings from the $10,000 set in the 1990s to $25,000 (indexed to inflation) without the 10% additional income tax on early retirement plan distributions to use as a down payment on their home. 9.H.R.2869 EBSA Investigations Transparency Act: This legislation requires the Department of Labors Employee Benefits Security Administration (EBSA) to submit annual reports to Congress on the status of its open employee plan audits and to explain why any audits open for more than 36 months have not been closed. 10.H.R.2958 Balance the Scales Act: This legislation requires the Department of Labors Employee Benefits Security Administration (EBSA) to report annually to Congress about its use of common interest agreements. 11.H.R.2988 Protecting Prudent Investment of Retirement Savings Act: This legislation amends ERISA to specify that a retirement plan fiduciary shall be considered acting solely in the interest of participants only if: 1) the investment does not subordinate the interest of participants in their retirement income or financial benefits under the plan to other objectives, including ESG objectives and 2) the fiduciary does not sacrifice investment returns or take on additional investment risks to promote goals unrelated to the plan. 12.H.R.3526, S.2867 Uplifting First-Time Homebuyers Act of 2025: This legislation allows individuals to take an early distribution out of an IRA of up to $50,000 for a qualified first-time home purchase without the 10% additional income tax penalty. Current rules only allow up to a $10,000 early distribution without penalty. 13.H.R.4718, S.1707 Helping Young Americans Save for Retirement Act: This legislation lowers the required minimum participation age in ERISA-covered retirement plans from age 21 to age 18. 14.S.2003 Strengthening Benefits Plans Act of 2025: This legislation permits surplus assets in a retiree health account to be used for other benefits, like active employee health benefits. The legislation also permits surplus assets in a defined benefit plan to be used to provide contributions to the employers defined contribution plan without terminating the defined benefit plan. 15.S.2210 Unlocking Benefits for Independent Workers Act: This legislation establishes a safe harbor under federal law for companies that would like to voluntarily provide independent workers with any benefit or protection commonly provided to full-time employees, such as retirement and health care benefits. 16.S.2217 Independent Retirement Fairness Act: This legislation relaxes the audit rules for pooled employer plans (PEPs) and allows companies to enroll their independent workers in PEPs and simplified employer pensions (SEPs) IRAs without triggering employee classification. 17.H.R.4548, S.2365 Small Nonprofit Retirement Security Act of 2025: This legislation makes the credit for small employer pension plan startup costs and the retirement auto-enrollment credit available to tax-exempt eligible small employers. 18.H.R.5325 Unclaimed Retirement Rescue Plan: This legislation directs the Department of Labor (DOL) to issue a regulation that would permit retirement plan fiduciaries to transfer unclaimed retirement distributions to State unclaimed property programs. 19.H.R.5748 Retirement Investment Choice Act: This legislation codifies Executive Order 14330 relating to democratizing access to alternative assets for 401(k) investors. 20.S.3083 Providing Complete Information to Retirement Investors Act: This legislation adds a new notice requirement to participants investing through brokerage windows in 401(k) plans to explain that the investments in a brokerage window have not been prudently selected and are not monitored by a plan fiduciary. 21.S.3086 Restoring Integrity in Fiduciary Duty Act: This legislation limits fiduciary consideration of nonpecuniary factors for investments. The bill further states that ERISA fiduciaries must also make decisions regarding the exercise of shareholder rights and proxy voting based on pecuniary factors. 22.H.R.5887 Saving for the Future Act: This legislation establishes a hybrid emergency savings and 401(k)-type government-run program called the Federal Universal Personal Savings Investment Program and creates UP Retirement Accounts for every full-time and part-time worker not covered by an active defined benefit pension plan. The legislation also requires employers to make a minimum employer contribution to the workers retirement account. 23.H.R.6084 ERISA Litigation Reform Act: This legislation amends the pleading standard under ERISA Section 502 for certain claims to put the burden on the plaintiff to plausibly allege and prove that an ERISA prohibitive transaction occurred that is not exempt under ERISA section 408(b)(2). 24.H.R.6324 Retirement Simplification and Clarity Act: This legislation would: (1) permit an in-service plan distribution to an individual retirement annuity on or after attainment of age 50; and (2) include a specific reference to an individual retirement annuity as a rollover option under a simplified 402(f) safe harbor notice. 25.H.R.6417, S.3333 Emergency Savings Enhancement Act of 2025: This legislation would double the maximum balance limit for Pension-Linked Emergency Savings Accounts (PLESAs) from $2,500 to $5,000 and allows Highly Compensated Employees (HCEs) to participate. 26.H.R.6450, S.3352 Retirement Rollover Flexibility Act: This legislation would permit rollover contributions from Roth IRAs to designated Roth accounts in qualified retirement plans, like 401(k)s. 27.H.R.6722 Automatic IRA Act of 2025: The legislation would require employers with more than 10 employees that do not sponsor a retirement plan to automatically enroll their employees in IRAs (automatic IRAs) or other automatic contribution plans or arrangements, like 401(k) plans. The legislation also requires 401(k) plans with over 100 participants plans must permit participants to elect to receive at least 50 percent of their vested account balance in the form of lifetime income. This requirement does not apply to participants with balances below $200,000. 28.H.R.6729, S.1831 Auto Reenroll Act of 2025: This legislation amends the qualified automatic contribution arrangement (QACA) safe harbor in the tax code for 401(k) plans to allow for automatic periodic reenrollment into the plan. 29.H.R.7185 Home Savings Act: This legislation permits penalty-free withdrawals from a 401(k) account for up to five years when the funds are used for a down payment or closing costs on a primary residence. The legislation also allows an individual to make a penalty-free 401(k) withdrawal and gift those funds to a relative, exempt from gift tax, provided the relative uses the money for a down payment or closing costs on a primary residence. 30.H.R.7362 Form 5500 Filing Simplification Act: This legislation extends the Form 5500 filing deadline to October 15 (for calendar year retirement plans), thus eliminating the need for an extension. 31.H.R.7556, S.2335 Pensions for All Act: This legislation requires every employer to provide to their employees a retirement program with benefits equivalent to the Federal Employees Retirement System (FERS) or to elect for their employees to participate in FERS. 32.H.R.8273, S.4291 Catching Up Family Caregivers Act of 2026: This legislation allows full-time family caregivers to qualify for up to five additional years of retirement plan catch-up contributions. Catch-up contributions currently allow individuals over age 50 to contribute above the standard annual retirement plan contribution limit, with even higher limits available for those ages 60 to 63. 33.H.R.8274, S.4292 Improving Retirement for Family Caregivers Act of 2026: Current law limits Roth IRA contributions to the lesser of $7,000 or total annual income. This legislation eliminates the annual income requirement for family caregivers, thus allowing them to contribute to a Roth IRA even if they do not have any income. 34.H.R.8313 Trump Accounts for All Generations Act: The One Big Beautiful Bill Act (OBBBA) enacted last year created the Trump Account, which is a new individual tax-preferred savings vehicle for children, with a $1,000 government seed contribution for every child born in the United States from 2025 to 2029. This legislation makes the $1,000 government contribution for children permanent and indexes the $1,000 contribution amount to inflation beginning in 2029. 35.H.R.8314 OPTIONS Act: The legislation allows employees to allocate employer contributions among various pre-tax benefits, including retirement accounts, health savings accounts, health reimbursement accounts, and educational assistance programs. 36.S.4360 Investigation Status and Governance for Honest Transparency (INSIGHT) Act: This legislation requires the Employee Benefits Security Administration (EBSA) to submit annual reports to Congress on the status of its open employee plan audits and to explain why any audits open for more than 36 months have not been closed. And it also requires the Department of Labor to formalize and disclose situations in which it is providing adverse assistance which means assistance to plaintiffs lawyers suing ERISA benefit plan sponsors and fiduciaries. 37.H.R.8783, S.4511 Charity Parity Act: Current law allows retirement savers to exclude up to $111,000 in annual gross income to make qualified charitable distributions (QCDs), but only if the funds are donated directly from an IRA. This tax break excludes distributions from employer-sponsored retirement plans like 401(k)s and 403(b)s. So, under current law, individuals must first roll assets into an IRA to make a QCD. The Charity Parity Act would permit direct QCDs from employer-sponsored retirement plans. 38.H.R.8837, S.1840 Retirement Investment in Small Employers (RISE) Act: This legislation raises the floor for the existing $250 per-employee tax credit available to small businesses to create retirement plans, ensuring that all small businesses can receive a tax credit of at least $2,500. The House version of the legislation allows the service provider to claim the tax credit as payment for services that would ordinarily be charged to the employer for starting the plan. 39.General Accounts Product Corrections Act: This proposed legislation clarifies fiduciary responsibilities for life insurance companies as it relates to investments in their general accounts. Income Security S. 2415 and H.R. 7107, the Long-Term Care Affordability Act: Would allow for tax free distributions from retirement accounts to fund LTC contracts. H.R. 133, Both provisions are in the larger bill. H.R.1185 - FAMILY Act. Issue: paid family and medical leave proposal would offer paid leave benefits via a payroll tax for birth or adoption of a child or caring for a sick family member. H.R.1940 - New Parents Act of 2019. Issue: paid family and medical leave H.R.2163 - To amend the Internal Revenue Code of 1986 to allow for tax-advantaged distributions from health savings accounts during family or medical leave, and for other purposes. Issue: paid family and medical leave S.463 - FAMILY Act. Issue: paid family and medical leave- paid family and medical leave proposal would offer paid leave benefits via a payroll tax for birth or adoption of a child or caring for a sick family member S.920 - New Parents Act of 2019. Issue: paid family and medical leave Discussion draft - CRADLE Act. Issue: paid family and medical leave - allows for a deferment of retirement benefits for paid leave benefits. Proposed FY 2020 Budget proposal on paid family and medical leave. Issue: paid family and medical leave H.R. 2694 - Pregnant Workers Fairness Act. Issue: paid family and medical leave. Concurrent Resolution on the Budget, FY2022, S.Con.Res.14. The budget resolution calls for the $3.5 trillion in long-term investments to be fully offset by a combination of new tax revenues, health care savings, and long-term economic growth. In addition, the agreement would prohibit new taxes on families making less than $400,000 per year, and on small businesses and family farms. Issue: Medicare/Dental (Expanding Medicare to include dental, vision, hearing benefits and lowering the eligibility age). H.R. 5376- Build Back Better Act This bill provides funding, establishes programs, and otherwise modifies provisions relating to a broad array of areas, including education, labor, child-care, health care, taxes, immigration, and the environment. Excepted Benefits on Supplemental Benefits-proposed tri-agency rule through HHS, Treasury and Labor. S.3680 - Paid Family and Medical Leave Tax Credit Extension and Enhancement Act Diversity and Inclusion H.R. 5084 - Improving Corporate Governance Through Diversity Act. Issue: diversity and inclusion. H.R. 5360 - Closing the Racial Wealth Gap Act. Issue: diversity and inclusion. H.R. 281 - Ensuring Diverse Leadership Act. Issue: diversity and inclusion. H.R. 7946 and S. 4464 - Federal Reserve Racial and Economic Equity Act. Issue: diversity and inclusion.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":79500,"prefix":null,"prefix_display":null,"first_name":"LAURYL","nickname":null,"middle_name":"DODSON","last_name":"JACKSON","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":144931,"prefix":null,"prefix_display":null,"first_name":"ANDREW","nickname":null,"middle_name":null,"last_name":"REMO","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":"S.__ - Protecting Proper Life Insurance from (PPLI) Abuse Act. This bill would restrict the use of private placement life insurance. HR 2547 and S 1335 - Secure Family Futures Act of 2025","foreign_entity_issues":"S4279 - Protecting Proper Life Insurance from (PPLI) Abuse Act. This bill would restrict the use of private placement life insurance. HR 2547 and S 1335 - Secure Family Futures Act of 2025 Issues pertaining to lifetime income and annuitization Issues pertaining to a tax exemption for long term care insurance","lobbyists":[{"lobbyist":{"id":63785,"prefix":null,"prefix_display":null,"first_name":"JEFFRY","nickname":null,"middle_name":null,"last_name":"JANOSKA","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":148618,"prefix":"mr","prefix_display":"MR.","first_name":"DOUGLAS","nickname":null,"middle_name":null,"last_name":"LATHROP","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":"TRD","general_issue_code_display":"Trade (domestic/foreign)","description":"U.S.-Chile Income Tax Treaty U.S.-Chile changes to pension system Protecting Americans Retirement Savings Act (PARSA) (H.R. 2607 / S.928). This bill prohibits ERISA-covered retirement plans from making new investments in companies controlled by or based in countries considered to be foreign adversaries. Foreign adversaries include China, Iran, North Korea, and Russia. The bill also requires fiduciaries to disclose continuing investments in such entities and sanctioned firms. Halting International Relocation of Employment (HIRE) Act (S. 2976/ H.R. 7559). To amend the Internal Revenue Code of 1986 to impose an excise tax on payments by United States taxpayers to foreign persons for services provided to United States consumers. Issue: International H-1B and L-1 Visa Reform Act (S. 2928). To amend the Immigration and Nationality Act to reform and reduce fraud and abuse in certain visa programs for aliens working temporarily in the United States. Issue: Visas Issue: Tariffs Issue: Data Localization & Cross-Border Data Flow. USTR reversal of its long-standing support for WTO core disciplines that protect U.S. businesses cross-border data flows and prohibit data localization mandates. Issue: Digital Services Tax (DST). Issue: OECD Pillar II UTPR. Issue: Mexico Value Added Tax (VAT) Issue: U.S.-Mexico-Canada Free Trade Agreement Review","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":59703,"prefix":null,"prefix_display":null,"first_name":"IAN","nickname":null,"middle_name":null,"last_name":"STEGER","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/b6a98ab5-b119-436d-b7e6-cbb39b9667ff/","filing_uuid":"b6a98ab5-b119-436d-b7e6-cbb39b9667ff","filing_type":"Q2","filing_type_display":"2nd Quarter - Report","filing_year":2026,"filing_period":"second_quarter","filing_period_display":"2nd Quarter (Apr 1 - June 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Con. Res. 14, Healthcare related provisions. Medicaid, Medicare, ACA cuts H.R.4253, Expanding Access to Mental Health Services in Schools Act H.R.3907/S.2024, ENROLL Act Stop Medical Profiteering and Theft Act Justice Department anticompetitive regulations related issues H.R.3063, Rural Hospital Stabilization Act H.R.3262, NURSE Act Restructuring of the Department of Health and Human Services H.R.593, Strengthening Pathways to Health Professions Act Healthcare workforce issues Funding for SUNY Downstate hospital Impact of private equity on healthcare Dr. Lorna Breen Health Care Provider Protection Reauthorization Act Rural healthcare and hospital workforce challenges and related issues Supporting investments in school-based mental health professionals Healthcare high school apprenticeships Artificial Intelligence, Healthcare related issues Medicare drug negotiation program PBM reform Reauthorization of healthcare workforce programs Medicaid DSH Payments, Hospital funding formula Student Loan Forgiveness for Frontline Health 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Urged the Department of Interior to pause rulemaking on its Carbon Sequestration Rule. Opposed H.R. 7695, To provide that the final rule titled \"Special Areas; Roadless Area Conservation\" and issued on January 12, 2001 (66 Fed. Reg. 3244) shall have no force or effect and require the Secretary of Agriculture to construct certain roads on National Forest System lands, and for other purposes. Opposed S.140, the Wildfire Prevention Act, as well as any amendments that would nullify the 2001 Roadless Area Conservation Rule. Opposed the Mining Regulatory Clarity Act (S.544 & H.R. 1366). Supported H.R.582, the Community Protection and Wildfire Resilience Act. Supported H.R. 7957, the Preserve the Traditional Cultural Place Chichil Biłdagoteel Historic District Act. Supported H.R.8003, the Expanding the Fast Track Act. Supported H.R.9035, the Ending Fossil Fuel Bailouts Act. Supported H.R.9034, the Offshore Leasing Standards and Accountability Act. Supported S.4455, the Public Lands Integrity Act. Opposed H.J.Res. 140, Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Bureau of Land Management relating to Public Land Order No. 7917 for Withdrawal of Federal Lands; Cook, Lake, and Saint Louis Counties, MN. Opposed H.J.Res. 151 and S.J.Res. 109, Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Bureau of Land Management relating to \"Grand Staircase-Escalante National Monument Record of Decision and Approved Resource Management Plan\". Opposed Steve Pearces nomination to Director of the Bureau of Land Management. Supported H.R.3555, the Protect our Parks Act. Opposed H.R.471, the Fix Our Forests Act.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":48530,"prefix":null,"prefix_display":null,"first_name":"SARA","nickname":null,"middle_name":null,"last_name":"CHIEFFO","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":58386,"prefix":"ms","prefix_display":"MS.","first_name":"MADELEINE","nickname":null,"middle_name":"JUSTINE","last_name":"FOOTE","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":70951,"prefix":null,"prefix_display":null,"first_name":"MATTHEW","nickname":null,"middle_name":"H","last_name":"DAVIS","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":140600,"prefix":null,"prefix_display":null,"first_name":"LEAH","nickname":null,"middle_name":null,"last_name":"DONAHEY","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":142369,"prefix":null,"prefix_display":null,"first_name":"AMERICA","nickname":null,"middle_name":null,"last_name":"FITZPATRICK","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":105844,"prefix":null,"prefix_display":null,"first_name":"DAVID","nickname":null,"middle_name":null,"last_name":"SHADBURN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":147033,"prefix":null,"prefix_display":null,"first_name":"ELIANA","nickname":null,"middle_name":null,"last_name":"KOSOVA","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":147035,"prefix":null,"prefix_display":null,"first_name":"FRANCESCA","nickname":null,"middle_name":null,"last_name":"GOVERNALI","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":150767,"prefix":null,"prefix_display":null,"first_name":"ELIZABETH","nickname":null,"middle_name":null,"last_name":"DUNCAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":151946,"prefix":null,"prefix_display":null,"first_name":"ANISHA","nickname":null,"middle_name":null,"last_name":"SHARMA","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":36,"name":"Interior, Dept of (DOI)"},{"id":1,"name":"SENATE"}]},{"general_issue_code":"BUD","general_issue_code_display":"Budget/Appropriations","description":"Opposed anti-environmental riders in FY27 appropriations bills related to mining, wildlife, the Bureau of Land Management NPR-A rule, and offshore wind. Supported funding for federal water infrastructure programs in FY27. Urged Congress to use oversight power to ensure lawful implementation of FY26 appropriations bills. Opposed H.R. 9022, the FY27 Energy and Water Development and Related Agencies Appropriations Bill. Urged Congress to reject cuts to the Department of Energys (DOE) Office of Energy Efficiency and Renewable Energy. Opposed H.R.4754, the FY27 Department of Interior, Environment and Related Agencies Appropriations Bill. Supported H.R.4714, the End Polluter Welfare Act. Supported amendments to S.Con.Res. 33, the FY26 budget resolution, that would lower energy costs for working families and prevent the selloff of public lands and opposed amendments that would undermine our democracy, including the SAVE America Act. Urged Congress to fully fund Election Security Grants for state and local election administration. Urged Congress to support strong funding for the Rural Energy for America Program in FY27.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":48530,"prefix":null,"prefix_display":null,"first_name":"SARA","nickname":null,"middle_name":null,"last_name":"CHIEFFO","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":70951,"prefix":null,"prefix_display":null,"first_name":"MATTHEW","nickname":null,"middle_name":"H","last_name":"DAVIS","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":105844,"prefix":null,"prefix_display":null,"first_name":"DAVID","nickname":null,"middle_name":null,"last_name":"SHADBURN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":120594,"prefix":null,"prefix_display":null,"first_name":"DOUGLAS","nickname":null,"middle_name":null,"last_name":"LINDNER","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":140600,"prefix":null,"prefix_display":null,"first_name":"LEAH","nickname":null,"middle_name":null,"last_name":"DONAHEY","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":142369,"prefix":null,"prefix_display":null,"first_name":"AMERICA","nickname":null,"middle_name":null,"last_name":"FITZPATRICK","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":58386,"prefix":"ms","prefix_display":"MS.","first_name":"MADELEINE","nickname":null,"middle_name":"JUSTINE","last_name":"FOOTE","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":150767,"prefix":null,"prefix_display":null,"first_name":"ELIZABETH","nickname":null,"middle_name":null,"last_name":"DUNCAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":147035,"prefix":null,"prefix_display":null,"first_name":"FRANCESCA","nickname":null,"middle_name":null,"last_name":"GOVERNALI","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":151946,"prefix":null,"prefix_display":null,"first_name":"ANISHA","nickname":null,"middle_name":null,"last_name":"SHARMA","suffix":null,"suffix_display":null},"covered_position":null,"new":true},{"lobbyist":{"id":105847,"prefix":null,"prefix_display":null,"first_name":"SARA","nickname":null,"middle_name":null,"last_name":"FONTES","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":"CIV","general_issue_code_display":"Civil Rights/Civil Liberties","description":"Opposed H.R. 7296/S.3752/S.1383, the SAVE America Act. Opposed H.R. 7300, the Make Elections Great Again Act. Opposed H.R.22/S.128, the SAVE Act. Supported the Freedom to Vote Act. Supported the John R. Lewis Voting Rights Advancement Act (H.R. 14). Supported legislation to expand and rebalance the Supreme Court. Supported H.R. 3513, the Supreme Court Ethics, Recusal, and Transparency Act of 2025. Supported H.Res.1384, expressing the sense of the House of Representatives that Congress must urgently take all appropriate measures to guarantee civil rights and fair political representation to all Americans. Urged Congress to perform oversight and stop the weaponization of the Justice Department against the Southern Poverty Law Center.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":48530,"prefix":null,"prefix_display":null,"first_name":"SARA","nickname":null,"middle_name":null,"last_name":"CHIEFFO","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":120594,"prefix":null,"prefix_display":null,"first_name":"DOUGLAS","nickname":null,"middle_name":null,"last_name":"LINDNER","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":70951,"prefix":null,"prefix_display":null,"first_name":"MATTHEW","nickname":null,"middle_name":"H","last_name":"DAVIS","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":105844,"prefix":null,"prefix_display":null,"first_name":"DAVID","nickname":null,"middle_name":null,"last_name":"SHADBURN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":140600,"prefix":null,"prefix_display":null,"first_name":"LEAH","nickname":null,"middle_name":null,"last_name":"DONAHEY","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":74410,"prefix":null,"prefix_display":null,"first_name":"DARIEN","nickname":null,"middle_name":"LURENE","last_name":"DAVIS","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":105847,"prefix":null,"prefix_display":null,"first_name":"SARA","nickname":null,"middle_name":null,"last_name":"FONTES","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":151946,"prefix":null,"prefix_display":null,"first_name":"ANISHA","nickname":null,"middle_name":null,"last_name":"SHARMA","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":142369,"prefix":null,"prefix_display":null,"first_name":"AMERICA","nickname":null,"middle_name":null,"last_name":"FITZPATRICK","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":147033,"prefix":null,"prefix_display":null,"first_name":"ELIANA","nickname":null,"middle_name":null,"last_name":"KOSOVA","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":147035,"prefix":null,"prefix_display":null,"first_name":"FRANCESCA","nickname":null,"middle_name":null,"last_name":"GOVERNALI","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":58386,"prefix":"ms","prefix_display":"MS.","first_name":"MADELEINE","nickname":null,"middle_name":"JUSTINE","last_name":"FOOTE","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":150767,"prefix":null,"prefix_display":null,"first_name":"ELIZABETH","nickname":null,"middle_name":null,"last_name":"DUNCAN","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":"Opposed nomination of Justin Smith to be US Circuit Judge for the Eighth Circuit. Urged Senate to ensure judicial nominees are ethical, fair minded, and committed to civil and human rights. Opposed nomination of Todd Blanche to be US Attorney General. Opposed nomination of Hal Duncan to be Deputy Director of the US Office of Management and Budget. Opposed H.R.142/S.486, the Regulations from the Executive in Need of Scrutiny (REINS) Act. Supported H.R.8831/S.2838, the Protecting Our Democracy Act. Urged Senate Appropriations Committee to conduct rigorous oversight of the US Supreme Court during hearing with Justices. Urged Senate Judiciary Committee to investigate Justice Samuel Alitos potential conflicts of interest and recusal practices related to Suncor v. Boulder and related cases.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":48530,"prefix":null,"prefix_display":null,"first_name":"SARA","nickname":null,"middle_name":null,"last_name":"CHIEFFO","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":70951,"prefix":null,"prefix_display":null,"first_name":"MATTHEW","nickname":null,"middle_name":"H","last_name":"DAVIS","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":105844,"prefix":null,"prefix_display":null,"first_name":"DAVID","nickname":null,"middle_name":null,"last_name":"SHADBURN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":120594,"prefix":null,"prefix_display":null,"first_name":"DOUGLAS","nickname":null,"middle_name":null,"last_name":"LINDNER","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":140600,"prefix":null,"prefix_display":null,"first_name":"LEAH","nickname":null,"middle_name":null,"last_name":"DONAHEY","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":"DOC","general_issue_code_display":"District of Columbia","description":"Supported the Washington, DC Admission Act (H.R. 51). Opposed Congressional efforts to undermine local democracy and home rule in the District of Columbia. Opposed H.R.5179, the District of Columbia Attorney General Appointment Reform Act of 2025 Opposed H.R. 5125, District of Columbia Judicial Nominations Reform Act of 2025.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":120594,"prefix":null,"prefix_display":null,"first_name":"DOUGLAS","nickname":null,"middle_name":null,"last_name":"LINDNER","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":48530,"prefix":null,"prefix_display":null,"first_name":"SARA","nickname":null,"middle_name":null,"last_name":"CHIEFFO","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":70951,"prefix":null,"prefix_display":null,"first_name":"MATTHEW","nickname":null,"middle_name":"H","last_name":"DAVIS","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":"TRA","general_issue_code_display":"Transportation","description":"Urged Congress to ensure current transit dollars are released and used for operations funding. Opposed the Environmental Protection Agencys Revision of Tier 4 Criteria Pollutant Standards, Part 1: Amendments to Phase-In Schedule for Light-Duty and Medium-Duty Vehicles. Opposed Amendments to the Model Year 2027 and Later Heavy-Duty Highway Engine Criteria Pollutant Program. Opposed H.R.8870, the BUILD America 250 Act. Supported H.R.3449, the Stronger Communities through Better Transit Act. Supported S.3455, the Moving Transit Forward Act. Opposed provisions related to criminal penalties in H.R. 9338, the Pipeline Safety Authorization Act of 2026.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":48530,"prefix":null,"prefix_display":null,"first_name":"SARA","nickname":null,"middle_name":null,"last_name":"CHIEFFO","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":70951,"prefix":null,"prefix_display":null,"first_name":"MATTHEW","nickname":null,"middle_name":"H","last_name":"DAVIS","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":74410,"prefix":null,"prefix_display":null,"first_name":"DARIEN","nickname":null,"middle_name":"LURENE","last_name":"DAVIS","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":49,"name":"Environmental Protection Agency (EPA)"},{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":1,"name":"SENATE"}]},{"general_issue_code":"AGR","general_issue_code_display":"Agriculture","description":"Opposed House Farm Bill, H.R. 7567, the Farm, Food, and National Security Act of 2026.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":48530,"prefix":null,"prefix_display":null,"first_name":"SARA","nickname":null,"middle_name":null,"last_name":"CHIEFFO","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":70951,"prefix":null,"prefix_display":null,"first_name":"MATTHEW","nickname":null,"middle_name":"H","last_name":"DAVIS","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":58386,"prefix":"ms","prefix_display":"MS.","first_name":"MADELEINE","nickname":null,"middle_name":"JUSTINE","last_name":"FOOTE","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":147035,"prefix":null,"prefix_display":null,"first_name":"FRANCESCA","nickname":null,"middle_name":null,"last_name":"GOVERNALI","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":140600,"prefix":null,"prefix_display":null,"first_name":"LEAH","nickname":null,"middle_name":null,"last_name":"DONAHEY","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"}]},{"general_issue_code":"ANI","general_issue_code_display":"Animals","description":"Opposed H.R.1897, the ESA Amendments Act of 2025.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":142369,"prefix":null,"prefix_display":null,"first_name":"AMERICA","nickname":null,"middle_name":null,"last_name":"FITZPATRICK","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":147035,"prefix":null,"prefix_display":null,"first_name":"FRANCESCA","nickname":null,"middle_name":null,"last_name":"GOVERNALI","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"}]},{"general_issue_code":"IMM","general_issue_code_display":"Immigration","description":"Opposed S.2., the Secure America Act.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":48530,"prefix":null,"prefix_display":null,"first_name":"SARA","nickname":null,"middle_name":null,"last_name":"CHIEFFO","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":70951,"prefix":null,"prefix_display":null,"first_name":"MATTHEW","nickname":null,"middle_name":"H","last_name":"DAVIS","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":140600,"prefix":null,"prefix_display":null,"first_name":"LEAH","nickname":null,"middle_name":null,"last_name":"DONAHEY","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":120594,"prefix":null,"prefix_display":null,"first_name":"DOUGLAS","nickname":null,"middle_name":null,"last_name":"LINDNER","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":105844,"prefix":null,"prefix_display":null,"first_name":"DAVID","nickname":null,"middle_name":null,"last_name":"SHADBURN","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":"Supported H.R.7960, the Big Oil Windfall Profits Tax Act. 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Issue: Implementation, Global Capital Standards and Regulatory reform. S. __ - Data Care Act. The legislation would establish duties of care, loyalty, and confidentiality, and a violation of the duties would be treated as a violation of a Federal Trade Commission (FTC) rule with fine authority. Issue: Data Privacy H.R.__/S.__ Online Privacy Act - The legislation would provide for individual rights relating to privacy of personal information, to establish privacy and security requirements for covered entities relating to personal information, and to establish an agency to be known as the Digital Privacy Agency to enforce such rights and requirements. Issue: Data Privacy H.R. __/S. __ DELETE Act - This bill would establish a centralized system to allow individuals to request the simultaneous deletion of their personal information across all data brokers. Issue: Data Privacy. H.R. 5511/S.__ - Algorithmic Accountability Act. This bill would direct the Federal Trade Commission to require impact assessments of automated decision systems and augmented critical decision processes. Issue: Algorithmic Accountability. H.R. 6356/S. 3308 - Artificial Intelligence Civil Rights Act. The bill would establish protections for individual rights with respect to computational algorithms. Issue: Artificial Intelligence (AI). H.R. __ - Responsible AI Disclosure Act. The bill would require the Federal financial agencies to carry out a study and report on standardized descriptions for vendor-provided artificial intelligence systems. Issue: Artificial Intelligence (AI). S. 2750 - SANDBOX Act. To require the Director of the Office of Science and Technology Policy to establish a Federal regulatory sandbox program for artificial intelligence. Issue: Artificial Intelligence (AI). H.R. 8413 - SECURE Data Act. To establish a national framework for consumer privacy rights and the protection of personal data. Issue: Data Privacy H.R. 8398 - Guidelines for Use, Access, and Responsible Disclosure of Financial Data Act. The bill would make improvements to title V of the Gramm-Leach-Bliley Act. Issue: Data Privacy. S. 1582. GENIUS Act. This bill establishes a regulatory framework for payment stablecoins (digital assets which an issuer must redeem for a fixed value). Issue: Digital Assets. H.R.__ - Great American Artificial Intelligence Act. Issue: Artificial Intelligence (AI). H.R.___ and S.___ - Draft data privacy legislation. Issue: Data Privacy H.R. __ - Draft cybersecurity legislation. Issue: Cybersecurity Issue: Artificial Intelligence (AI). Issue: Business interruption insurance. Issue: Draft legislation that would require notice of data security breaches. 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To authorize and establish minimum standards for electronic and remote notarizations that occur in or affect interstate commerce, to require any Federal court located in a State to recognize notarizations performed by a notary public commissioned by another State when the notarization occurs in or affects interstate commerce, and to require any State to recognize notarizations performed by a notary public commissioned by another State when the notarization occurs in or affects interstate commerce or when the notarization was performed under or relates to a public act, record, or judicial proceeding of the State in which the notary public was commissioned. Issue: remote online notarization. H.R. 2441 - Improving Disclosure for Investors Act - This bill requires the Securities and Exchange Commission (SEC) to propose and finalize rules to allow entities to deliver regulatory documents to investors electronically. The SEC must establish a mechanism for investors to opt out of electronic delivery and receive paper documents instead. If the SEC does not finalize rules within one year after enactment, the bill allows for electronic delivery of these documents. Issue: Electronic delivery. H.R. 1013/S.424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 - The bill would allow 403(b) plans to invest in Collective Investment Trusts or Separate Accounts that establishes investment parity with other defined contribution plans, like 401(k)s. Issue: Retirement security H.R.20/S.852 - Richard L. Trumka Protecting the Right to Organize Act. To amend the National Labor Relations Act, the Labor Management Relations Act, 1947, and the Labor-Management Reporting and Disclosure Act of 1959. Issue: independent contractor status. H.R. 3682/S. 3578 - Financial Stability Oversight Council Improvement Act of 2025. This bill will restore transparency to FSOC by imposing procedural guardrails, including enhanced due process protections, and a stronger analytic framework before a firm can be designated as systemically important. Issue: Dodd-Frank Act reform. H.R. 8338 - SAFER Act of 2026. To prevent the premature seizure of an individuals securities, digital assets, or investment accounts in the custody of a financial institution under State escheatment laws. Issue: unclaimed property. H.R.9471 /S. 4942 - SAFE Banking Act - This bill would create protections for financial institutions that provide financial services to State-sanctioned marijuana businesses and service providers for such businesses. Issue: Cannabis legislation H.R. 10471/S. 5049 - Clarifying Law Around Insurance of Marijuana Act (CLAIM Act) - This bill would create a safe harbor for insurers engaging in the business of insurance in connection with a cannabis-related legitimate business. Issue: Cannabis legislation H.R. 10234, the Consumer-Led Enhancement of Annuity and Insurance Registration (CLEAR) Forms Act. The bill would require the Securities and Exchange Commission to create forms for non-variable registered annuities and life insurance products. Issue: SEC reform S. __ - SAFER Banking Act - This bill would create protections for financial institutions that provide financial services to State-sanctioned marijuana businesses and service providers for such businesses. Issue: Cannabis legislation. H.R. __ - Expanding Access to Capital Act - This bill reduces various securities regulations applicable to certain companies, brokers, and advisors. The bill also allows more investors to invest in specified types of ventures. Issue: Capital reform. S. __ - Protecting Innovation in Investment Act - To prohibit the Securities and Exchange Commission from finalizing, implementing, or enforcing a proposed rule with respect to conflicts of interest associated with the use of predictive data analytics by broker-dealers and investment advisers. Issue: Predictive data analytics. S. __/H.R. __ - Empowering States to Protect Seniors from Bad Actors Act - This bill reauthorizes through FY2028 and otherwise revises the Senior Investor Protection Grant Program. The bill moves the program from the Consumer Financial Protection Bureau to the Securities and Exchange Commission, establishes a task force to oversee the program, and eliminates certain grant eligibility requirements. Issue: Financial protections. Issue: FHLBank System Issue: Basel III Issue: Regulation Best Interest Issue: Environmental, Social, and Corporate Governance (ESG). No bill number assigned. Issue: Commercial mortgage-backed security (CMBS) debt. No bill number assigned. Issue: Unclaimed life insurance products. No bill number assigned. Issue: Covered agreement on prudential measures with respect to the business of insurance and reinsurance. No bill number assigned. Issue: Government Sponsored Enterprises (GSE) reform. No bill number assigned.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":59703,"prefix":null,"prefix_display":null,"first_name":"IAN","nickname":null,"middle_name":null,"last_name":"STEGER","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":70345,"prefix":null,"prefix_display":null,"first_name":"PAUL","nickname":null,"middle_name":null,"last_name":"KANGAS","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":"INS","general_issue_code_display":"Insurance","description":"Public Law 111-203, H.R. 4173- Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: Implementation and Regulatory reform. Captive Reinsurance Transactions, Insurance Capital Standards and Global Capital Standards. Implementation of S. 2270 - Insurance Capital Standards Clarification Act of 2014. The bill would give the Federal Reserve the authority to tailor capital standards for insurance companies subject to Fed supervision. Issue: Capital Standards, Basel III Implementation of H.R. 748 - the Coronavirus Aid, Relief, and Economic Security (CARES) Act. This bill responds to the COVID-19 (i.e., coronavirus disease 2019) outbreak and its impact on the economy, public health, state and local governments, individuals, and businesses. Issue: CECL, TDR, Remote Online Notarization, SBA loans. H.R. 4583 and H.R. 4582/S.1552 - Living Donor Protection Act. The bill would promote and protect from discrimination living organ donors. Issue: underwriting. H.R. 643 - Federal Insurance Office Elimination Act. To eliminate the Federal Insurance Office of the Department of the Treasury. Issue: FIO Reform. S. 1544/H.R. 3437 - Insurance Data Protection Act. To prohibit the Federal Insurance Office of the Department of the Treasury and other financial regulators from collecting data directly from an insurance company. Issue: FIO Reform H.R. 4735 and S. 2419 - Business of Insurance Regulatory Reform Act- To amend the Consumer Financial Protection Act of 2010 to clarify the authority of the Bureau of Consumer Financial Protection with respect to persons regulated by a State insurance regulator. Issue: Business of Insurance. H.R. 3503 - Kidney Donation Anti-Discrimination Act. The bill would prohibit life insurance providers from discriminating based on a persons status as a living kidney donor. Issue: underwriting. H.R. 3383 - Incentivizing New Ventures and Economic Strength Through Capital Formation (INVEST) Act of 2025. This bill allows a closed-end fund-a portfolio of pooled assets with a limited number of shares traded on an exchange-to increase its investment in private investment funds. Specifically, the Securities and Exchange Commission is prohibited from limiting the sale or listing of securities of a closed-end fund that invests in private investment funds. This bill also apples to a closed-end company treated as a business development company. Issue: Capital formation H.R. 7130 - McCarran-Ferguson Restoration Act. The bill would eliminate the Federal Insurance Office of the Department of the Treasury and establish a United States Insurance Representative within the Department of the Treasury. Issue: FIO Reform. H.R. 10184 - Consumer Financial Protection Accountability and Reform Act of 2026. The bill would make reforms to the Bureau of Consumer Financial Protection (CFPB). Issue: CFPB reform. Issus: FSOC nonbank guidance rule. Issue: private equitys growing role in the insurance industry. Issue: S&P proposal on the methodology that is used to rate insurance companies. Issue: National Association of Registered Agents and Brokers (NARAB) board. No bill number assigned. Issue: Housing Finance Reform. No bill number assigned. Issue: SEC e-delivery. No bill number assigned.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":59703,"prefix":null,"prefix_display":null,"first_name":"IAN","nickname":null,"middle_name":null,"last_name":"STEGER","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":70345,"prefix":null,"prefix_display":null,"first_name":"PAUL","nickname":null,"middle_name":null,"last_name":"KANGAS","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":"RET","general_issue_code_display":"Retirement","description":"Retirement Security 1.H.R.1013, S.424 Retirement Fairness for Charities and Educational Institutions Act of 2025: Allows 403(b) retirement plans to invest in Collective Investment Trust or Separate Accounts Insurance Products to establish investment parity with other defined contribution plans, like 401(k)s. 2.H.R.2023, S.988 Womens Retirement Protection Act (WRPA): This legislation imposes spousal consent requirements on nearly all distributions from defined contribution plans. The bill also seeks to enhance financial literacy through grants to community-based organizations and offers grants to such organizations to help low-income women and survivors of domestic abuse obtain qualified domestic relations orders. 3.H.R.2067, S.928 Protecting Americans Retirement Savings Act (PARSA): This bill prohibits ERISA-covered retirement plans from making new investments in companies controlled by or based in countries considered to be foreign adversaries. Foreign adversaries include China, Iran, North Korea, and Russia. The bill also requires fiduciaries to disclose continuing investments in such entities and sanctioned firms. 4.H.R.2089 Generating Retirement Ownership through Long-Term Holding (GROWTH): The legislation provides that reinvested mutual fund dividends are not subject to capital gains taxation until the investor sells his or her shares. 5.H.R.2163 No Penalties for Victims of Fraud Act: The bill ensures that victims of retirement account fraud are not subject to the 10% additional income tax on early retirement plan distributions. 6.H.R.2544, S.1222 Financial Freedom Act of 2025: The legislation prohibits the Secretary of Labor from restricting the investments available in self-directed 401(k) brokerage windows. The bill also prohibits the DOL from preventing a fiduciary from selecting, any particular type of investment alternative, provided that a fiduciary provides the participant or beneficiary an opportunity to choose, from a broad range of investment alternatives, nor can the DOL require that any particular type of investment be either favored or disfavored, other than on the basis of the investments risk-return characteristics. 7.H.R.2696, S.1526 Retirement Savings for Americans Act (RSAA): This legislation establishes a federally run American Worker Retirement Plan for private-sector workers that do not have access to a workplace-based retirement plan. The bill also includes an enhanced federal matching contribution that only applies to lower income workers that participate in the federal plan. 8.H.R.2748 First Time Homeowner Savings Plan Act: This legislation increases the amount first-time homebuyers could pull from their retirement savings from the $10,000 set in the 1990s to $25,000 (indexed to inflation) without the 10% additional income tax on early retirement plan distributions to use as a down payment on their home. 9.H.R.2869 EBSA Investigations Transparency Act: This legislation requires the Department of Labors Employee Benefits Security Administration (EBSA) to submit annual reports to Congress on the status of its open employee plan audits and to explain why any audits open for more than 36 months have not been closed. 10.H.R.2958 Balance the Scales Act: This legislation requires the Department of Labors Employee Benefits Security Administration (EBSA) to report annually to Congress about its use of common interest agreements. 11.H.R.2988 Protecting Prudent Investment of Retirement Savings Act: This legislation amends ERISA to specify that a retirement plan fiduciary shall be considered acting solely in the interest of participants only if: 1) the investment does not subordinate the interest of participants in their retirement income or financial benefits under the plan to other objectives, including ESG objectives and 2) the fiduciary does not sacrifice investment returns or take on additional investment risks to promote goals unrelated to the plan. 12.H.R.3526, S.2867 Uplifting First-Time Homebuyers Act of 2025: This legislation allows individuals to take an early distribution out of an IRA of up to $50,000 for a qualified first-time home purchase without the 10% additional income tax penalty. Current rules only allow up to a $10,000 early distribution without penalty. 13.S.2003 Strengthening Benefits Plans Act of 2025: This legislation permits surplus assets in a retiree health account to be used for other benefits, like active employee health benefits. The legislation also permits surplus assets in a defined benefit plan to be used to provide contributions to the employers defined contribution plan without terminating the defined benefit plan. 14.S.2210 Unlocking Benefits for Independent Workers Act: This legislation establishes a safe harbor under federal law for companies that would like to voluntarily provide independent workers with any benefit or protection commonly provided to full-time employees, such as retirement and health care benefits. 15.S.2217 Independent Retirement Fairness Act: This legislation relaxes the audit rules for pooled employer plans (PEPs) and allows companies to enroll their independent workers in PEPs and simplified employer pensions (SEPs) IRAs without triggering employee classification. 16.H.R.4548, S.2365 Small Nonprofit Retirement Security Act of 2025: This legislation makes the credit for small employer pension plan startup costs and the retirement auto-enrollment credit available to tax-exempt eligible small employers. 17.H.R.4718, S.1707 Helping Young Americans Save for Retirement Act: This legislation lowers the required minimum participation age in ERISA-covered retirement plans from age 21 to age 18. 18.H.R.5325 Unclaimed Retirement Rescue Plan: This legislation directs the Department of Labor (DOL) to issue a regulation that would permit retirement plan fiduciaries to transfer unclaimed retirement distributions to State unclaimed property programs. 19.H.R.5748 Retirement Investment Choice Act: This legislation codifies Executive Order 14330 relating to democratizing access to alternative assets for 401(k) investors. 20.S.3083 Providing Complete Information to Retirement Investors Act: This legislation adds a new notice requirement to participants investing through brokerage windows in 401(k) plans to explain that the investments in a brokerage window have not been prudently selected and are not monitored by a plan fiduciary. 21.S.3086 Restoring Integrity in Fiduciary Duty Act: This legislation limits fiduciary consideration of nonpecuniary factors for investments. The bill further states that ERISA fiduciaries must also make decisions regarding the exercise of shareholder rights and proxy voting based on pecuniary factors. 22.H.R.5887 Saving for the Future Act: This legislation establishes a hybrid emergency savings and 401(k)-type government-run program called the Federal Universal Personal Savings Investment Program and creates UP Retirement Accounts for every full-time and part-time worker not covered by an active defined benefit pension plan. The legislation also requires employers to make a minimum employer contribution to the workers retirement account. 23.H.R.6084 ERISA Litigation Reform Act: This legislation amends the pleading standard under ERISA Section 502 for certain claims to put the burden on the plaintiff to plausibly allege and prove that an ERISA prohibitive transaction occurred that is not exempt under ERISA section 408(b)(2). 24.H.R.6324, S.5156 Retirement Simplification and Clarity Act: This legislation would: (1) permit an in-service plan distribution to an individual retirement annuity on or after attainment of age 50; and (2) include a specific reference to an individual retirement annuity as a rollover option under a simplified 402(f) safe harbor notice. 25.H.R.6417, S.3333 Emergency Savings Enhancement Act of 2025: This legislation would double the maximum balance limit for Pension-Linked Emergency Savings Accounts (PLESAs) from $2,500 to $5,000 and allows Highly Compensated Employees (HCEs) to participate. 26.H.R.6450, S.3352 Retirement Rollover Flexibility Act: This legislation would permit rollover contributions from Roth IRAs to designated Roth accounts in qualified retirement plans, like 401(k)s. 27.H.R.6722 Automatic IRA Act of 2025: The legislation would require employers with more than 10 employees that do not sponsor a retirement plan to automatically enroll their employees in IRAs (automatic IRAs) or other automatic contribution plans or arrangements, like 401(k) plans. The legislation also requires 401(k) plans with over 100 participants plans must permit participants to elect to receive at least 50 percent of their vested account balance in the form of lifetime income. This requirement does not apply to participants with balances below $200,000. 28.H.R.6729, S.1831 Auto Reenroll Act of 2025: This legislation amends the qualified automatic contribution arrangement (QACA) safe harbor in the tax code for 401(k) plans to allow for automatic periodic reenrollment into the plan. 29.H.R.7185 Home Savings Act: This legislation permits penalty-free withdrawals from a 401(k) account for up to five years when the funds are used for a down payment or closing costs on a primary residence. The legislation also allows an individual to make a penalty-free 401(k) withdrawal and gift those funds to a relative, exempt from gift tax, provided the relative uses the money for a down payment or closing costs on a primary residence. 30.H.R.7362, S.4953 5500 Filing Simplification Act: This legislation extends the Form 5500 filing deadline to October 15 (for calendar year retirement plans), thus eliminating the need for an extension. 31.H.R.7556, S.2335 Pensions for All Act: This legislation requires every employer to provide to their employees a retirement program with benefits equivalent to the Federal Employees Retirement System (FERS) or to elect for their employees to participate in FERS. 32.H.R.8273, S.4291 Catching Up Family Caregivers Act of 2026: This legislation allows full-time family caregivers to qualify for up to five additional years of retirement plan catch-up contributions. Catch-up contributions currently allow individuals over age 50 to contribute above the standard annual retirement plan contribution limit, with even higher limits available for those ages 60 to 63. 33.H.R.8274, S.4292 Improving Retirement for Family Caregivers Act of 2026: Current law limits Roth IRA contributions to the lesser of $7,000 or total annual income. This legislation eliminates the annual income requirement for family caregivers, thus allowing them to contribute to a Roth IRA even if they do not have any income. 34.H.R.8313 Trump Accounts for All Generations Act: The One Big Beautiful Bill Act (OBBBA) enacted last year created the Trump Account, which is a new individual tax-preferred savings vehicle for children, with a $1,000 government seed contribution for every child born in the United States from 2025 to 2029. This legislation makes the $1,000 government contribution for children permanent and indexes the $1,000 contribution amount to inflation beginning in 2029. 35.H.R.8314 OPTIONS Act: The legislation allows employees to allocate employer contributions among various pre-tax benefits, including retirement accounts, health savings accounts, health reimbursement accounts, and educational assistance programs. 36.S.4360 Investigation Status and Governance for Honest Transparency (INSIGHT) Act: This legislation requires the Employee Benefits Security Administration (EBSA) to submit annual reports to Congress on the status of its open employee plan audits and to explain why any audits open for more than 36 months have not been closed. And it also requires the Department of Labor to formalize and disclose situations in which it is providing adverse assistance which means assistance to plaintiffs lawyers suing ERISA benefit plan sponsors and fiduciaries. 37.H.R.8783, S.4511 Charity Parity Act: Current law allows retirement savers to exclude up to $111,000 in annual gross income to make qualified charitable distributions (QCDs), but only if the funds are donated directly from an IRA. This tax break excludes distributions from employer-sponsored retirement plans like 401(k)s and 403(b)s. So, under current law, individuals must first roll assets into an IRA to make a QCD. The Charity Parity Act would permit direct QCDs from employer-sponsored retirement plans. 38.H.R.8837, S.1840 Retirement Investment in Small Employers (RISE) Act: This legislation raises the floor for the existing $250 per-employee tax credit available to small businesses to create retirement plans, ensuring that all small businesses can receive a tax credit of at least $2,500. The House version of the legislation allows the service provider to claim the tax credit as payment for services that would ordinarily be charged to the employer for starting the plan. 39.H.R.9813, S.5040 A bill to amend the Internal Revenue Code of 1986 to impose limitations on high-income taxpayers with large retirement account balances: This legislation that would prohibit further contributions to a Roth or traditional IRA if the total of an individuals IRA and defined contribution plan vested account balances exceeds $10 million for the prior year. The limit on contributions would only apply to married single taxpayers with modified adjusted gross income (MAGI) over $400,000 for the prior year ($425,000 for heads of households, $450,000 for joint filers). 40.H.R.10039, S.5204 SMART Savings Act of 2026: This legislation amends the Internal Revenue Code to exempt individual retirement accounts (IRAs) from the Department of Labors prohibited transaction rules. Although IRAs are generally not ERISA plans, they remain subject to DOL-administered prohibited transaction rules because Congress incorporated those rules into the Internal Revenue Code. 41.S.5507 Savers Match Enhancement Act of 2026: The bill makes the existing Savers Match more generous in the following ways. The bill doubles the matching rate from 50 percent to 100 percent, so that the government matches retirement plan contributions dollar for dollar up to $2,000 per year (now indexed to inflation). The bill also increases the amount of people eligible for the match with an income phase-out range beginning at $85,000 to $115,000 for a joint return ($42,500 to $57,500 for single and $63,750 to $86,250 for head of household). Savers Match contributions would now have after-tax Roth treatment, so the contributions and earnings would not be taxed upon distribution but also not be taxable to the saver in the year of contribution unlike normal Roth contributions. 42.S.5550 529 Retirement Enhancement Act of 2026: The bill eliminates the $35,000 lifetime cap on rollovers from 529 education savings accounts to Roth IRAs. 43.H.R.10641 Employee and Retiree Access to Justice Act of 2026: The bill amends ERISA Section 502 to deem pre-dispute and post-dispute forced arbitration clauses, class action waivers, and representation waivers unenforceable. 44.H.R.10702 Workers Retirement Savings Protection Act of 2026: The bill creates a new statutory definition of an investment advice fiduciary under Section 3(21) of the Employee Retirement Income Security Act (ERISA). 45.H.R.10703 Protecting Workers Benefits Act of 2026: The bill amends ERISA Section 502 to allow individuals to bring a legal action as assignees on behalf of their plan and get a cut of any settlement or award, similar to whistleblower actions under the False Claims Act. 46.General Account Product Corrections Act: This proposed legislation clarifies fiduciary responsibilities for life insurance companies as it relates to investments in their general accounts. Income Security S. 2415 and H.R. 7107, the Long-Term Care Affordability Act: Would allow for tax free distributions from retirement accounts to fund LTC contracts. H.R. 133, Both provisions are in the larger bill. S. 5017 - More Paid Leave for Americans Act. Issue: paid family and medical leave H.R. 3089 - Paid Family Leave Public Partnerships Act. Issue: paid family and medical leave H.R. 3090 - Interstate Paid Leave Action Network Act (I-PLAN Act). Issue: paid family and medical leave H.R. 1521 - Dentist and Optometric Care Access Act of 2025 or the DOC Access Act of 2025. Issue: dental and vision insurance H.R.1185 - FAMILY Act. Issue: paid family and medical leave proposal would offer paid leave benefits via a payroll tax for birth or adoption of a child or caring for a sick family member. H.R.1940 - New Parents Act of 2019. Issue: paid family and medical leave H.R.2163 - To amend the Internal Revenue Code of 1986 to allow for tax-advantaged distributions from health savings accounts during family or medical leave, and for other purposes. Issue: paid family and medical leave S.463 - FAMILY Act. Issue: paid family and medical leave- paid family and medical leave proposal would offer paid leave benefits via a payroll tax for birth or adoption of a child or caring for a sick family member S.920 - New Parents Act of 2019. Issue: paid family and medical leave Discussion draft - CRADLE Act. Issue: paid family and medical leave - allows for a deferment of retirement benefits for paid leave benefits. Proposed FY 2020 Budget proposal on paid family and medical leave. Issue: paid family and medical leave H.R. 2694 - Pregnant Workers Fairness Act. Issue: paid family and medical leave. Concurrent Resolution on the Budget, FY2022, S.Con.Res.14. The budget resolution calls for the $3.5 trillion in long-term investments to be fully offset by a combination of new tax revenues, health care savings, and long-term economic growth. In addition, the agreement would prohibit new taxes on families making less than $400,000 per year, and on small businesses and family farms. Issue: Medicare/Dental (Expanding Medicare to include dental, vision, hearing benefits and lowering the eligibility age). H.R. 5376- Build Back Better Act This bill provides funding, establishes programs, and otherwise modifies provisions relating to a broad array of areas, including education, labor, child-care, health care, taxes, immigration, and the environment. Excepted Benefits on Supplemental Benefits-proposed tri-agency rule through HHS, Treasury and Labor. S.3680 - Paid Family and Medical Leave Tax Credit Extension and Enhancement Act Diversity and Inclusion H.R. 5084 - Improving Corporate Governance Through Diversity Act. Issue: diversity and inclusion. H.R. 5360 - Closing the Racial Wealth Gap Act. Issue: diversity and inclusion. H.R. 281 - Ensuring Diverse Leadership Act. Issue: diversity and inclusion. H.R. 7946 and S. 4464 - Federal Reserve Racial and Economic Equity Act. Issue: diversity and inclusion.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":79500,"prefix":null,"prefix_display":null,"first_name":"LAURYL","nickname":null,"middle_name":"DODSON","last_name":"JACKSON","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":144931,"prefix":null,"prefix_display":null,"first_name":"ANDREW","nickname":null,"middle_name":null,"last_name":"REMO","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":"S4279 - Protecting Proper Life Insurance from (PPLI) Abuse Act. 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HR 2547 and S 1335 - Secure Family Futures Act of 2025 Issues pertaining to lifetime income and annuitization Issues pertaining to a tax exemption for long term care insurance","lobbyists":[{"lobbyist":{"id":63785,"prefix":null,"prefix_display":null,"first_name":"JEFFRY","nickname":null,"middle_name":null,"last_name":"JANOSKA","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":148618,"prefix":"mr","prefix_display":"MR.","first_name":"DOUGLAS","nickname":null,"middle_name":null,"last_name":"LATHROP","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":"TRD","general_issue_code_display":"Trade (domestic/foreign)","description":"U.S.-Chile Income Tax Treaty U.S.-Chile changes to pension system Protecting Americans Retirement Savings Act (PARSA) (H.R. 2607 / S.928). This bill prohibits ERISA-covered retirement plans from making new investments in companies controlled by or based in countries considered to be foreign adversaries. Foreign adversaries include China, Iran, North Korea, and Russia. The bill also requires fiduciaries to disclose continuing investments in such entities and sanctioned firms. Halting International Relocation of Employment (HIRE) Act (S. 2976/ H.R. 7559). To amend the Internal Revenue Code of 1986 to impose an excise tax on payments by United States taxpayers to foreign persons for services provided to United States consumers. Issue: International H-1B and L-1 Visa Reform Act (S. 2928). To amend the Immigration and Nationality Act to reform and reduce fraud and abuse in certain visa programs for aliens working temporarily in the United States. Issue: Visas Issue: Tariffs Issue: Data Localization & Cross-Border Data Flow. USTR reversal of its long-standing support for WTO core disciplines that protect U.S. businesses cross-border data flows and prohibit data localization mandates. Issue: Digital Services Tax (DST). Issue: OECD Pillar II UTPR. Issue: Mexico Value Added Tax (VAT) Issue: U.S.-Mexico-Canada Free Trade Agreement Review","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":59703,"prefix":null,"prefix_display":null,"first_name":"IAN","nickname":null,"middle_name":null,"last_name":"STEGER","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/9a9cd742-e8b2-436a-bfcb-83cdfbadd4cd/","filing_uuid":"9a9cd742-e8b2-436a-bfcb-83cdfbadd4cd","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/9a9cd742-e8b2-436a-bfcb-83cdfbadd4cd/print/","filing_document_content_type":"text/html","income":null,"expenses":"420000.00","expenses_method":"A","expenses_method_display":"A","posted_by_name":"Kristor W. 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Res. 14, Implementation of SNAP, including impact on school meals H.R.7567, The Farm, Food, and National Security Act of 2026, Entirety Hunger and Nutrition related issues SNAP Program, Administrative Cost Sharing Proposed Rule","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":4560,"prefix":null,"prefix_display":null,"first_name":"JENNIFER","nickname":null,"middle_name":"LUCIANO","last_name":"SCULLY","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":1,"name":"SENATE"}]},{"general_issue_code":"IND","general_issue_code_display":"Indian/Native American Affairs","description":"Monitor the following: Formation of the US Wildland Fire Service Department of Interior, Bureau of Indian Affairs workforce and program related issues","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":71846,"prefix":null,"prefix_display":null,"first_name":"MEGAN","nickname":null,"middle_name":null,"last_name":"STOCKHAUSEN","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[]},{"general_issue_code":"BUD","general_issue_code_display":"Budget/Appropriations","description":"H.R.9260, Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act, 2027, Overall funding levels and policy riders in all bills; Department of Labor, Department of Health and Human Services and Department of Education programs and related issues S.4632, Prevent Government Shutdowns Act of 2026 H.R.9964, Funds for Illegal Wars, Entirety Fiscal Year 2027 Partial-Year Continuing Resolution, Government Shutdown; and Monitor generally Monitor the following: S.Con.Res.33, A concurrent resolution setting forth the congressional budget for the United States Government for fiscal year 2026 and setting forth the appropriate budgetary levels for fiscal years 2027 through 2035, U.S. Immigration and Customs Enforcement and U.S. Customs and Border Protection issues Title II, Part A, the Supporting Effective Instruction State Grants program of the Elementary and Secondary Education Act (ESEA) $35 million for the CDC, $25 million for the NIH, and $1 million at the National Institute of Justice (NIJ) for critical firearm injury and mortality prevention research funding. Full-Service Community Schools funding Appropriations, FY2026, Administration funding freezes/recissions; and generally H.Con.Res.113, Establishing the congressional budget for the United States Government for fiscal year 2027 and setting forth the appropriate budgetary levels for fiscal years 2028 through 2036, generally. Office of Management and Budget, Proposed Rule and policy changes","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":1159,"prefix":null,"prefix_display":null,"first_name":"KRISTOR","nickname":null,"middle_name":null,"last_name":"COWAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":54633,"prefix":"ms","prefix_display":"MS.","first_name":"SARAH","nickname":null,"middle_name":"ROSE","last_name":"COHEN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":39444,"prefix":null,"prefix_display":null,"first_name":"EARL","nickname":null,"middle_name":null,"last_name":"HADLEY","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":71846,"prefix":null,"prefix_display":null,"first_name":"MEGAN","nickname":null,"middle_name":null,"last_name":"STOCKHAUSEN","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":"CIV","general_issue_code_display":"Civil Rights/Civil Liberties","description":"Artificial Intelligence in Education, Healthcare and Labor related issues including the Executive Order S.1748, Kids Online Safety Act (KOSA), Entirety S.836, Children and Teens Online Privacy Protection Act (COPPA 2.0), Entirety Online and Social Media platform, K-12 related issues S.278, Kids Off Social Media Act, Entirety S.1510, Civil Rights Cold Case Records Collection Reauthorization Act, Entirety Monitor the following: H.R.7300, Make Elections Great Again, Entirety Election Security Grants in the Fiscal Year 2027 related issues H.R.7296/S.1383, SAVE America Act, Entirety H.R.22, the Safeguard American Voter Eligibility (SAVE) Act, Entirety Educational Equity Challenge Grant Act H.R.2616, Stopping Indoctrination and Protecting Kids Act, Entirety H.Res.1384, Expressing the sense of the House of Representatives that Congress must urgently take all appropriate measures to guarantee civil rights and fair political representation to all Americans, Entirety Equality issues Family and Parent Engagement issues H.R.28/S.9, Protecting Women and Girls in Sports Act of 2025 H.R.6806, Antisemitism Response and Prevention Act of 2025, Entirety Office of Civil Rights, Students and Families and Enforcement related issues Civil Rights Protection for Students, Rule related issues","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":1159,"prefix":null,"prefix_display":null,"first_name":"KRISTOR","nickname":null,"middle_name":null,"last_name":"COWAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":71846,"prefix":null,"prefix_display":null,"first_name":"MEGAN","nickname":null,"middle_name":null,"last_name":"STOCKHAUSEN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":139533,"prefix":"ms","prefix_display":"MS.","first_name":"MAEVE","nickname":null,"middle_name":"DALY","last_name":"KLINE","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":1,"name":"SENATE"}]},{"general_issue_code":"EDU","general_issue_code_display":"Education","description":"Public Law 119-21, To provide for reconciliation pursuant to title II of H. Con. Res. 14, and corresponding regulatory actions, including but not limited to Federal student aid and loan changes (including income-driven repayment plans, PSLF-qualifying loans, and definition of \"professional\" program); Higher education regulatory changes (including the gainful employment and borrower defense rules); Private school tuition tax voucher; and Proposals to expand Pell Grants to short-term programs. S.1748, Kids Online Safety Act (KOSA), Entirety Child Care, Head Start workforce issues, Head Start and Pre-Kindergarten, generally Artificial Intelligence, Education and workforce related issues S.836, Children and Teens Online Privacy Protection Act (COPPA 2.0), Entirety Immigration enforcement in and around schools H.R.6574, Loan Equity for Advanced Professionals Act H.R.6677, Professional Degree Restoration Act H.R.9289/S.4297, Keep Public Funds in Public Schools Act Literacy and the science of reading, including H.R.7890, Science of Reading Act and S.4689, READ Act Accreditation for institutions of higher education, including through Department of Education rulemaking S.278, Kids Off Social Media Act Student loan relief and repayment provisions generally, including default and debt collection H.R.8800/S.4784, National Defense Authorization Act for Fiscal Year 2027, Amend.26-Private school voucher amendment; Civil Rights; Artificial Intelligence; and Monitor the following: Amend.41-Collective Bargaining; Amendments#18,#19,#20 - LGBTQUIA; and Section 815 and Executive Order #14372 Prioritizing the Warfighter in Defense Contracting. Predatory practices in higher education, generally H.R.8475/S.1220, Savings Opportunity and Affordable Repayment (SOAR) Act H.R.7892/S.4428, No Aid for Ghost Students Act of 2026 H.R.4658/S.3371, Protecting Students from Worthless Degrees Act Full-Service Community Schools Expansion Act Climate Change Education Act Teaching with Technology Act OSERS and OCR Inter Agency Agreement related issues Computer Science Education Act Safe Water for Schools Act AI Education and Workforce Readiness Act K-12 AI Literacy and Readiness Act H.R.4986, Parents Opt-in Protection Act UNPLUGGED Schools Grant Act School Staff Workforce related issues including staff shortages, teacher diversity, teacher preparation and tutoring services, teacher apprenticeship; and Grow Your Own Initiative, pausing of Federal grants on these topics Paraprofessionals and teacher pay Quality Educator Partnership Act H.R.10562, Students Not Profits Act S.3589, Respond, Innovate, Succeed, and Empower H.R.10596, Safe Water for Schools Act H.R.10427, MAGNET Act (RISE Act) S.3010, 21st Century Dyslexia Act H.R.8045, Student Loan Interest Elimination Act Higher education program integrity generally, including the Gainful Employment regulation H.R.9469, Outcomes-Based Financing (OBF) for Students Act H.R.730, Mathematical and Statistical Modeling Education Act S.5456, Stop Social Security Garnishment Act of 2026 H.R.10518/S.5431, Diversify Act S.5634, Supporting Providers of English Language Learning (SPELL) Act H.R.10206, Restoring Opportunity for Advanced Education Act H.R.10436, Reaching English Learners Act H.R.10437, FLUENT Act H.R.10438, SYLLABLE Act of 2026 S.4097, State-Based Education Loan Awareness Act H.R.10551, Public Service Educational Assistance Act H.R.10562, Students Not Profits Act of 2026 A bill to amend the Higher Education Act of 1965 to cap interest rates on new Federal student loans at 2 percent and establish a refinancing process for existing loans, to amend the Internal Revenue Code of 1986 to increase the limitation with respect to the American Opportunity Tax Credit, and for other purposes (draft bill) H.R.10612/S.5559, BASIC Act School voucher tax credit (education freedom tax credit) as established by PL.119-21 Quality Education Partnership Act (draft bill) Career and Technical Education (CTE) programs, Promoting Skilled Trades, Draft legislation Career and Technical Education (CTE), Teacher recruitment and credentialing Perkins funding related issues Pesticide near schools environmental issues K-12 Education, generally Public Law 119-60, National Defense Authorization FY2026, DOD Education Activity schools in Europe South region Department of Education, Existence and organization, generally and as follows: H.R.9602, Less Bureaucracy, Better International Foreign Gift Transparency Act H.R.9603, Less Bureaucracy, Better International Education Oversight Act H.R.9604, Less Bureaucracy, Better Tribal Education Act H.R.9605, Less Bureaucracy, Better Foreign Medical Accreditation Act H.R.9606, Less Bureaucracy, Better Child Care for Student Parents Act H.R.9607, Less Bureaucracy, Better Workforce Development Act H.R.9608, Less Bureaucracy, Better Family Engagement Act H.R.9609, Less Bureaucracy, Better Student Aid Act H.R.9610, Less Bureaucracy, Better K-12 Education Act H.R.9611, Less Bureaucracy, Better Higher Education Act H.R.2333, Protecting Students with Disabilities Act H.R.433, Department of Education Protection Act S.5038, Special Education Administration Protection Act H.R.10232/S.5046, A bill to prohibit the transfer of certain offices and functions of the Department of Education to other Federal agencies, and for other purposes. Monitor the following: H.R.28/S.9, Protecting Women and Girls in Sports Act of 2025 Postsecondary Student Success Grants (College completion) and funding Antisemitism in educational settings, including S.558, Antisemitism Awareness Act of 2025 Trump Administration Compact for Academic Excellence in Higher Education Executive Order 14279-Reforming Accreditation To Strengthen Higher Education, Accreditation related issues H.R.8476, No Antisemitism in Education Act of 2026 S.1558, Understanding the True Cost of College Act H.R.6392/S.3747, Home School Graduation Recognition Act Career and Technical Education related issues Higher Education negotiated rulemaking generally, including on Public Service Loan Forgiveness and implementation of Public Law 119-21, One Big Beautiful Bill Act related provisions Unionization of higher education faculty and staff, generally Social Media and Platform Accountability related issues S.4261, Preventing Youth Homelessness Demonstration Act H.R.8978, Enhancing Mental Health and Suicide Prevention Through Campus Planning Act H.R.8979, Elementary and Secondary School Counseling Act H.R.4120/S.4468, Supporting the Mental Health of Educators and Staff Act H.R.8606, CHARTER Act The DC voucher program/SOAR Act FY2027 funding and policy provisions H.R.7891, Student Aid Fraud Oversight and Accountability Act of 2026 H.R.7893, FAFSA Verification Efficiency Act H.J.Res.189, CRA relating to ED regulations relating to \"Reimagining and Improving Student Education-Federal Student Loan Program Final Regulations\" (RISE) LIFT AI Act Screen-time Management And Recommendations for Teens (SMART) and Kids Act Higher Education and AI issues Get Toxic Substances Out of Schools Act Green Ribbon Act Phone free schools issues, generally S.2481, Pay Teachers Act, Entirety H.R.7032/S.2451, Pay Para Professional and Support Staff Act, Entirety Reviving Americas Schoolyards Act H.R.9203, Student Protection and University Accountability Act H.R.4795, Protect Economic and Academic Freedom Act of 2025 Accountability in Higher Education and Access through Demand-driven Workforce Pell (AHEAD) related issues H.R.7340, Rebuild Americas Schools Act H.R.8676, REFRESH ACT Paraprofessional workforce data collection Secretary McMahon impeachment resolution H.R.7726, the Stop Child Care Scams Act of 2026 National Science Foundation, Proposal/Award Information Guidance Environmental Protection Agency, Legacy Users and Associated Disposals of Asbestos Nuclear Regulatory Commission, Proposed Rule on Reforming and Modernizing the NRC's Radiation Protection Framework Contact Equity Assistance Center program regulations H.R.8975/S.4579, All Students Count Act of 2026, Asian American, Native Hawaiian, and Pacific Islander (AANHPI) issues","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":1159,"prefix":null,"prefix_display":null,"first_name":"KRISTOR","nickname":null,"middle_name":null,"last_name":"COWAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":54633,"prefix":"ms","prefix_display":"MS.","first_name":"SARAH","nickname":null,"middle_name":"ROSE","last_name":"COHEN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":4560,"prefix":null,"prefix_display":null,"first_name":"JENNIFER","nickname":null,"middle_name":"LUCIANO","last_name":"SCULLY","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":39444,"prefix":null,"prefix_display":null,"first_name":"EARL","nickname":null,"middle_name":null,"last_name":"HADLEY","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":71846,"prefix":null,"prefix_display":null,"first_name":"MEGAN","nickname":null,"middle_name":null,"last_name":"STOCKHAUSEN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":139533,"prefix":"ms","prefix_display":"MS.","first_name":"MAEVE","nickname":null,"middle_name":"DALY","last_name":"KLINE","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":"FIN","general_issue_code_display":"Financial Institutions/Investments/Securities","description":"Capital Markets reform related issues H.R.3383, INVEST Act, Entirety H.R.3633, Digital Asset Market Clarity Act, Entirety H.R.8899, Digital Asset PARITY Act, Entirety H.R.10357, Digital Asset Tax Certainty Act, Entirety Monitor the following: H.R.3849/S.1803, STABLE GENIUS Act, Entirety Securities and Exchange Commission (SEC), Proposed Amendments, Emerging Growth Company Accommodations and Simplification of Filer Status for Reporting Companies","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":1159,"prefix":null,"prefix_display":null,"first_name":"KRISTOR","nickname":null,"middle_name":null,"last_name":"COWAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":71846,"prefix":null,"prefix_display":null,"first_name":"MEGAN","nickname":null,"middle_name":null,"last_name":"STOCKHAUSEN","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":"FIR","general_issue_code_display":"Firearms/Guns/Ammunition","description":"Monitor gun violence prevention, as follows: $35 million for the CDC, $25 million for the NIH, and $1 million at the National Institute of Justice (NIJ) for critical firearm injury and mortality prevention research funding. H.R.6258, Disarm Hate Act, Entirety H.R.38, the Constitutional Concealed Carry Reciprocity Act S.1531/H.R.3115, Assault Weapons Ban S.726/H.R.1564, Ethan's Law to keep kids safe from unsecured guns S.1955/H.R. 3740, Equal Access to Justice for Victims of Gun Violence Act to repeal the Protection of Lawful Commerce in Arms Act to remove gun industrys unique civil liability shield S.3214, Background Check Expansion Act H.R.18, Bipartisan Background Checks Act H.R.3868, Enhanced Background Checks Act S.2203/H.R.4103, Break the Cycle of Violence Act to fund community violence intervention programs S.2514/H.R.4821, Gun Violence Prevention Research Act GOSAFE Act, Draft Funding for gun violence prevention research STOP Violence Act, Draft Safe Workplaces Act, Draft End Gun Violence Act, Draft Secure Background Checks Act, Draft Gun violence issues and higher education S.367, Stop Arming Cartels Act School Safety and gun control related issues and initiatives Public Law 117-159, the Bipartisan Safer Communities Act Gun violence prevention Community violence intervention, Firearm school safety appropriations funding School Safety and gun control related issues and initiatives Gun Violence Trauma related issues Assault Weapons related issues and initiatives Safe Firearm Storage related issues","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":39444,"prefix":null,"prefix_display":null,"first_name":"EARL","nickname":null,"middle_name":null,"last_name":"HADLEY","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[]},{"general_issue_code":"GOV","general_issue_code_display":"Government Issues","description":"H.R.139, Sunshine Protection Act Monitor the following: Secretary of Labor, Nomination issues Federal Labor Relations Authority, Nomination issues","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":54633,"prefix":"ms","prefix_display":"MS.","first_name":"SARAH","nickname":null,"middle_name":"ROSE","last_name":"COHEN","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"}]},{"general_issue_code":"HCR","general_issue_code_display":"Health Issues","description":"H.R. 10373 Protecting Wages from Medical Debt Act Centers for Medicare & Medicaid Services proposed rule detailing the process and timeline for terminating Medicare coverage for many noncitizens, CMS-1848-P Pharmaceutical pricing policy H.R.3069/S.1506, Medicare for All Medicaid Program; Community Engagement Requirement for Certain Individuals - RIN 0938-AV98, CMS-2454-IFC S.4804/H.R.9910 Health Over Wealth Act S.5066 Health Equity and Accountability Act H.R.9962/S.5134 Green New Deal for Health S.5037 MediKids Act Monitor the following: S.J.Res.198 and S.J.Res.192 Congressional Review Act resolution, CMSs Wasteful and Inappropriate Service Reduction (WISeR) model S.4086/H.R.8310, Patient Safety and Whistleblower Protections Act H.R.8484/ S.4357Hazard Pay for Healthcare Heroes Act Fund health care over attacks on immigrants and communities H.R.7985, CHATBOT Act H.R.7858 Data Center Community Impact Act H.R.6984, The Data Center Transparency Act S.4085, Taking Back Our Hospitals Act Healthcare funding H-1B fees and the healthcare workforce U.S. Vaccine schedule Private equity and healthcare S.3480, SMARTER Care Act H.R.6361, Ban AI Denials in Medicare Act S.3323, Family Vaccine Protection Act Discharge Petition No: 119-10, related to a three-year extension of the ACA tax credits H.R.6703, the Lower Health Care Premiums for All Americans Act S.1562/H.R.1197, PREEMIE Reauthorization Act S.2621/H.R.1909, Preventing Maternal Deaths Reauthorization Act Repeal healthcare provisions of H.R.1, One Big Beautiful Bill Act H.R.5557, Mental Health Services for Students Act S.2556/H.R.4849, Protecting Health Care and Lowering Costs Act Preserve the United States Preventive Services Task Force H.R.1197/S.1562, PREEMIE Reauthorization Act S.2621, Preventing Maternal Deaths Act Nurse Staffing Standards for Hospital Patent Safety and Quality Care Act Public Law 119-21, To provide for reconciliation pursuant to title II of H. Con. Res. 14, Healthcare related provisions. Medicaid, Medicare, ACA cuts H.R.4253, Expanding Access to Mental Health Services in Schools Act H.R.3907/S.2024, ENROLL Act Stop Medical Profiteering and Theft Act Justice Department anticompetitive regulations related issues H.R.3063, Rural Hospital Stabilization Act H.R.3262, NURSE Act Restructuring of the Department of Health and Human Services H.R.593, Strengthening Pathways to Health Professions Act Healthcare workforce issues Funding for SUNY Downstate hospital Impact of private equity on healthcare Dr. Lorna Breen Health Care Provider Protection Reauthorization Act Rural healthcare and hospital workforce challenges and related issues Supporting investments in school-based mental health professionals Healthcare high school apprenticeships Artificial Intelligence, Healthcare related issues Medicare drug negotiation program PBM reform Reauthorization of healthcare workforce programs Medicaid DSH Payments, Hospital funding formula Student Loan Forgiveness for Frontline Health Workers Affordability of pharmaceuticals, generally Telehealth issues Mental health supports for educators Workplace Violence Prevention for Health Care and Social Service Worker Act Workplace violence related issues Health Worker Shortage/Staffing Crisis Funding for Medicare low-income outreach and enrollment efforts Prevention and Public Health Fund related issues Healthcare cybersecurity related issues Safe staffing levels Department of Health and Human Services, WiSER model H.R.1834, Breaking the Gridlock Act, ACA Tax Credits Healthcare Affordability","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":39444,"prefix":null,"prefix_display":null,"first_name":"EARL","nickname":null,"middle_name":null,"last_name":"HADLEY","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":"HOU","general_issue_code_display":"Housing","description":"Monitor the following: S.3682, The Power for the People Act H.R.8488, The AI Data Center Site Selection Transparency Act Housing for Homeless Students Act, Entirety S.788, HOPE for Homeownership Act H.R.2038/S.934 American Housing and Economic Mobility Act Office of Housing and Urban Development, Staffing and Administration issues H.R.6529, Protecting Families from AI Data Center Energy Costs Act S.3904, American Homeownership Act H.R.6124, End Rent Fixing Act H.R.6771, Housing Crisis Response Act Opposing a proposed rule from the Department of Housing and Urban Development (HUD) which would eliminate disparate impact standards under the Fair Housing Act.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":39444,"prefix":null,"prefix_display":null,"first_name":"EARL","nickname":null,"middle_name":null,"last_name":"HADLEY","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[]},{"general_issue_code":"IMM","general_issue_code_display":"Immigration","description":"H.R.1589, American Dream and Promise Act of 2025, Entirety Proposed legislatIon, Non-Domiciled CDL Integrity Act, Entirety DACA Renewal Applications, Delay related issues H.R.9853, The Right to Learn Act, proposed legislation H.R.1689/S.4814, To require the Secretary of Homeland Security to designate Haiti for temporary protected status, Entirety H.R.1061/S.455, Protecting Sensitive Locations Act, Entirety H.R.4393, Dignity Act of 2025, Entirety Monitor the following: S.1297, Fair Day in Court for Kids Act of 2025, Entirety H.R.9432, LIFT the BAR Act, Entirety S.3348, Dream Act of 2025, Entirety H.R.5688, Non-Domiciled CDL Integrity Act, Entirety Immigration Policy and Reform issues, including but not limited to school and student related issues Temporary protective status and Asylum related issues Family detention related issues Border enforcement related issues Educational Access for Undocumented Students Immigration visa issues related to students and faculty at institutions of higher education H.R.6397, Dignity for Detained Immigrants Act, Entirety","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":71846,"prefix":null,"prefix_display":null,"first_name":"MEGAN","nickname":null,"middle_name":null,"last_name":"STOCKHAUSEN","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":"Child Care and Head Start Workforce related issues S.4413, Protecting America's Workers Act, Entirety H.R.10373, Protecting Wages from Medical Debt Act H.R.2736/S.1352, Public Service Freedom to Negotiate Act Monitor the following: H.R.5408/S.844, Faster Labor Contracts Act, Entirety H.R.2671/S.1286, Tax Fairness Workers Act, Entirety H.R.2692/S.1310, No Tax Breaks for Union Busting (NTBUB) Act, Entirety H.R.8210, A Stronger Workforce for America Act, WIOA Reauthorization and generally Care Economy related issues and paid family leave and child care benefits H.R.8555, Living Wage for All Act, Entirety H.R.4763, Protected Timeoff Act, Entirety H.R.2550/S.2837, Protect America's Workforce Act, Entirety Protecting the Right to Organize Act of 2025, Entirety H.R.522/S.2738, ESP, Paraprofessional and Education Support Staff Family Leave Act, Entirety H.R.804/S.24, The Family Act, Entirety H.R.4312, Student Compensation and Opportunity through Rights and Endorsements Act (SCORE ACT), Entirety H.R.4693/S.2469, College Athlete Right to Organize Act, Entirety OSHA and Worker Safety related issues Workforce Training related issues and initiatives Department of Labor Fiduciary Duty Rule FLRA related issues Career Skills Training issues and Apprenticeships issues The Toxic Substance Control Act related issues H.R.9330, Earned Wage Access Consumer Protection Act, Entirety","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":71846,"prefix":null,"prefix_display":null,"first_name":"MEGAN","nickname":null,"middle_name":null,"last_name":"STOCKHAUSEN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":4560,"prefix":null,"prefix_display":null,"first_name":"JENNIFER","nickname":null,"middle_name":"LUCIANO","last_name":"SCULLY","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":39444,"prefix":null,"prefix_display":null,"first_name":"EARL","nickname":null,"middle_name":null,"last_name":"HADLEY","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":"MMM","general_issue_code_display":"Medicare/Medicaid","description":"Centers for Medicare & Medicaid Services proposed rule detailing the process and timeline for terminating Medicare coverage for many noncitizens, CMS-1848-P Pharmaceutical pricing policy H.R.3069/S.1506, Medicare for All Medicaid Program; Community Engagement Requirement for Certain Individuals - RIN 0938-AV98, CMS-2454-IFC Monitor the following: S.J.Res.198 and S.J.Res.192 Congressional Review Act resolution, CMSs Wasteful and Inappropriate Service Reduction (WISeR) model Medicaid cuts related issues and concerns Healthcare funding Public Law 119-21, To provide for reconciliation pursuant to title II of H. Con. Res. 14, Medicare/Medicaid related provisions Funding for Medicare low-income outreach and enrollment efforts Federal Medicaid Funding (FMAP) and the territories Public Law 117-169, Inflation Reduction Act, Prescription Drug related issues Medicaid DSH Payments, Hospital funding formula Medicaid funding in schools Medicare Advantage Physician reimbursement rates Site neutral payment proposals Funding for SUNY Downstate hospital Save our Safety-Net Hospitals Act","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":39444,"prefix":null,"prefix_display":null,"first_name":"EARL","nickname":null,"middle_name":null,"last_name":"HADLEY","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 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Res. 306: A resolution expressing the Senate's support for designating June 26 as 'LGBTQI+ Equality Day'. H.R. 4138: To prohibit the heads of executive agencies from asking about gender identity on any form or survey, to require executive agencies provide male and female as the only options to respond to questions about sex or gender on any forms or surveys and for other purposes. H. Res. 536; S. Res. 295: This resolution expresses support for designating the week of June 23 through June 29, 2025, as 'National Womens Sports Week' to commemorate the anniversary of Title IX. H.R 3950: Truth in Gender Act of 2025 S. 2037: Restoring Biological Truth to the Workplace Act H.R. 4554; S. 2037: Restoring Biological Truth to the Workplace Act H.R. 4512: TRANS MICE Act H.R. 4138: Restoring Biological Truth in Government Act H.R. 1313; S. 576: One Flag for All Act H.R. 925; S. 382: Dismantle DEI Act of 2025 H.R. 465: Old Glory Only Act H.R. 3708: No Place for LGBTQ+ Hate Act H.Res. 790: Designating October 10, 2025 as \"American Girls in Sports Day\" H.R. 4730; S. 2385: Restoring Truth and Sanity to American History Act H.R. 4121; S. 2256: Agriculture, Rural Development, Food and Drug Administration, and Related Agencies Appropriations Act, 2026 H.R. 5342; S. 2354: Commerce, Justice, Science, and Related Agencies Appropriations Act, 2026 H.R. 4553: Energy and Water Development and Related Agencies Appropriations Act, 2026 H.R. 5166: Financial Services and General Government Appropriations Act, 2026 H.R. 4213: Department of Homeland Security Appropriations Act, 2026 H.R. 4754; S. 2431: Department of the Interior, Environment, and Related Agencies Appropriations Act, 2026 H.R. 5304; S. 2587: Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act, 2026 H.R. 4249; S. 2257: Legislative Branch Appropriations Act, 2026 H.R. 5214: District of Columbia Cash Bail Reform Act of 2025 H.Res. 879: Providing for consideration of the joint resolution (S.J. Res. 80) H.R. 5474: No DEI in DC Act S. Res. 503: A resolution recognizing the third commemoration of the anti-LGBTQ+ attack that occurred on November 19-20, 2022 at Club Q, and LGBTQ+ bar in Colorado Springs, Colorado. H.R. 6258: Disarm Hate Act H. Res. 899: Supporting the goals and principles of Transgender Day of Remembrance by recognizing the epidemic of violence against transgender people and memorializing the lives lost this year. H.R 7421: SAFE Olympic Sports Act H.R. 7368: Riley Gaines Act H.R. 7300: Make Elections Great Again Act H.R. 7296: SAVE America Act H.R. 7659; S. 3911: A bill to designate the Pride flag as an authorized flag eligible for display at units of the National Park System, to express the sense of the Senate that the Pride flag should be on display at the Stonewall National Monument in the State of New York and for other purposes. H.R. 7583; S. 3865: BE HEARD in the Workplace Act H. Res. 1058: Recognizing that it is the duty of the Federal Government to develop and implement a Transgender Bill of Rights to protect and codify the rights of transgender and nonbinary people under the law and ensure access to medical care, shelter, safety, and economic security. S. 3256: Disarm Hate Act H. Res. 550: Original LGBTQIA+ Pride Month Resolution of 2025 H. Res. 514: Commemorating 9 years since the Pulse nightclub shooting in Orlando, Florida on June 12, 2016. S. 2985: Preventing Violence Against Female Inmates Act of 2025 H.Res. 1300: Providing for consideration of the bill (H.R. 1041) to amend title 38, United States Code, to prohibit the Secretary of Veterans Affairs from transmitting certain information to the Department of Justice for use by the national instant criminal background check system; providing for consideration of the bill (H.R. 6047) to amend title 38, United States Code, to direct the Secretary of Veterans Affairs to increase the dollar amounts for the payment of certain disability compensation and dependency and indemnity compensation under the laws administered by the Secretary; providing for consideration of the bill (H.R. 1329) to permit the Smithsonian American Women's History Museum to be located within the Reserve of the National Mall, and for other purposes; and waiving a requirement of clause 6(a) of rule XIII with respect to consideration of certain resolutions reported from the Committee on Rules. S.Res.789: A resolution recognizing June 2026 as LGBTQ Pride Month H.Res. 1357; S.Res. 766: A resolution acknowledging and apologizing for the mistreatment of, and discrimination against, lesbian, gay, bisexual, and transgender individuals who served the United States in the uniformed services, the Foreign Service, and the Federal civil service and committing to the pursuit of equal rights, protections, and respect for all LGBT servicemembers and Federal civil servants. H.Res.1364: Commemorating 10 years since the Pulse nightclub shooting in Orlando, Florida on June 12, 2016. H.R. 7599: Federal Extreme Risk Protection Order Act of 2026 H.R. 9067: To amend the Communications Act of 1934 to provide for a gender identity content descriptor for video programming, and for other purposes. H.R. 8379: Freedom from Ideological Requirements in Employment Act H.R. 8213: Defending Women in the Workplace Act S.Res. 511: A resolution supporting the goals and principles of Transgender Day of Remembrance by recognizing the epidemic of violence toward transgender people and memorializing the lives lost this year. 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S.Con.Res. 33: A concurrent resolution setting forth the congressional budget for the United States Government for fiscal year 2026 and setting forth the appropriate budgetary levels for fiscal years 2027 through 2035. 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S. 312: Jamie Reed Protecting Our Kids from Child Abuse Act H.R. 742: PROTECTS Act of 2025 H.R. 653; S. 209: Protecting Minors from Medical Malpractice Act of 2025 H.R. 498: Do No Harm in Medicaid Act H.R. 2487; S. 3206: Transgender Healthcare Access Act S. 422 Right to Contraception Act H.R. 2387: No Harm Act H.R. 3757: Pride in Mental Health Act of 2025 S. 2035: Protect IVF Act H.R. 3811: The Elder Pride Protection Act of 2025 H.R. 3688: Protecting Children from Experimentation Act of 2025 S. 1774: Protecting Minors in Federal Health Plans Act H.R. 3527; S. 1910: Real Education for Healthy Youth H.R. 5434; S. 2826: 988 LGBTQ+ Youth Access Act of 2025 H.R. 5390; S. 2823: FAMILY Act H.R. 4648; S. 2408: Access to Fertility Treatment and Care Act H.R. 3492: Protect Childrens Innocence Act H.R. 5483; S. 2907: Chloe Cole Act H.R. 4953: Gender-Affirming Child Abuse Prevention Act H.R. 4618: Jamie Reed Protecting Our Kid from Child Abuse Act S.2907 A bill to prohibit health care professionals, hospitals, or clinics from participating in the chemical or surgical mutilation of a child and to provide a private right of action for children and the parents of children whose healthy body parts have been damaged by medical professionals practicing chemical and genital mutilation H.R. 5592 Childhood Genital Mutilation Prevention Act H.R. 600; S. 774: WHO is Accountable Act H.R. 4151: Ruthie and Connie LGBTQI Elder Americans Act of 2025 H.R. 6703: Lower Healthcare Premiums for All Americans Act H.R. 3386: Health Care Freedom for Patients Act of 2025 H.R. 6372; S. 3327: D.C. 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H.R. 5047: No Woke Indoctrination of Military Kids Act H.R. 515: Ensuring Military Readiness Not Discrimination Act H.R. 3944: Military Construction and Veterans Affairs, Agriculture, and Legislative Branch Appropriations Act, 2026 H.R. 4016; S. 2572: Department of Defense Appropriations Act, 2026 H.R. 5635: Veterans Healthcare Equality Act of 2025 S. 1071: National Defense Authorization Act for Fiscal Year 2026 H.R. 3838: Streamlining Procurement for Effective Execution and Delivery and National Defense Authorization Act for Fiscal Year 2026 H.R. 7238; S. 3691: Commission on Equity and Reconciliation in the Uniformed Services Act H.R. 8421: SERVE Act H.R. 3993: Preserving Great Americans Legacies Act of 2025 S. 4784: An original bill to authorize appropriations for fiscal year 2027 for military activities of the Department of Defense, for military construction, and for defense activities of the Department of Energy, to prescribe military personnel strengths for such fiscal year, and for other purposes. H.Res. 1572; S. Res. 868: Encouraging the recognition of a \"National LGBTQ+ Servicemembers and Veterans Day\". H.R. 8800: National Defense Authorization Act for Fiscal Year 2026","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":138365,"prefix":"mrs","prefix_display":"MRS.","first_name":"JENNIFER","nickname":null,"middle_name":"PIKE","last_name":"BAILEY","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":155665,"prefix":null,"prefix_display":null,"first_name":"KENDALL","nickname":null,"middle_name":null,"last_name":"KALUSTYAN","suffix":null,"suffix_display":null},"covered_position":null,"new":true}],"government_entities":[{"id":25,"name":"Defense, Dept of (DOD)"},{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":1,"name":"SENATE"},{"id":42,"name":"Veterans Affairs, Dept of (VA)"}]},{"general_issue_code":"IMM","general_issue_code_display":"Immigration","description":"Asylum for LGBTQ Immigrants Comprehensive Immigration Reform Deferred Action for Childhood Arrivals (DACA) Expedited Resettlement of LGBTQ Refugees H.R. 1589: American Dream and Promise Act of 2025 H.R. 7147, the Department of Homeland Security Appropriations Act for FY2026","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":138365,"prefix":"mrs","prefix_display":"MRS.","first_name":"JENNIFER","nickname":null,"middle_name":"PIKE","last_name":"BAILEY","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":155665,"prefix":null,"prefix_display":null,"first_name":"KENDALL","nickname":null,"middle_name":null,"last_name":"KALUSTYAN","suffix":null,"suffix_display":null},"covered_position":null,"new":true}],"government_entities":[{"id":201,"name":"Homeland Security, Dept of (DHS)"},{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":1,"name":"SENATE"}]},{"general_issue_code":"FOR","general_issue_code_display":"Foreign Relations","description":"HIV/AIDS in PEPFAR Non-discrimination in service delivery at foreign assistance agencies LGBTQ Human Rights Issues LGBTQ+ specific sanctions Nominations State, Foreign Operations FY26 Appropriations LGBTQ+ Refugees Transparency and Reporting H.Res. 199: Condemning woke foreign aid programs. H.Con.Res. 23: Supporting the goals and ideals of International Transgender Day of Visibility. S. 280: Global Health, Empowerment and Rights Act H.R. 4245; S. 2231: GLOBE Act of 2025 S. 2180: Global Respect Act of 2025 H.R. 4779: National Security, Department of State, and Related Programs Appropriations Act, 2026 H.R. 6056; S. 3426: International Human Rights Defense Act of 2025 H.R. 6151; S. 2180: Global Respect Act H.R. 8595: National Security, Department of State, and Related Programs Appropriations Act, 2027 H.R. 8582; S. 4436: Protecting Human Rights and Public Health in Foreign Assistance Act H.R. 9087: To direct the Secretary of State to take actions with respect to certain foreign affairs matters. H.Res. 1423: Providing for consideration of the bill (H.R. 139) to make daylight savings time permanent, and for other purposes; providing for consideration of the bill (H.R. 8595) making appropriations for national security, Department of State, and related programs for the fiscal year ending September 30, 2027, and for other purposes; providing for consideration of the bill (H.R. 9237) to amend titles 10 and 38, United States Code, and other Federal laws, to improve benefits for veterans and the administration of the Department of Veterans Affairs; providing for consideration of the bill (H.R. 1181) to prohibit payment card networks and covered entities from requiring the use of or assigning merchant category codes that distinguish a firearms retailer from general-merchandise retailer or sporting-goods retailer, and for other purposes; and for other purposes.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":138365,"prefix":"mrs","prefix_display":"MRS.","first_name":"JENNIFER","nickname":null,"middle_name":"PIKE","last_name":"BAILEY","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":155665,"prefix":null,"prefix_display":null,"first_name":"KENDALL","nickname":null,"middle_name":null,"last_name":"KALUSTYAN","suffix":null,"suffix_display":null},"covered_position":null,"new":true}],"government_entities":[{"id":23,"name":"Agriculture, Dept of (USDA)"},{"id":25,"name":"Defense, Dept of (DOD)"},{"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":18,"name":"Office of Management & Budget (OMB)"},{"id":1,"name":"SENATE"},{"id":39,"name":"State, Dept of (DOS)"},{"id":41,"name":"Treasury, Dept of"},{"id":196,"name":"U.S. Agency for International Development (USAID)"},{"id":93,"name":"U.S. Trade & Development Agency (USTDA)"},{"id":12,"name":"White House Office"}]},{"general_issue_code":"EDU","general_issue_code_display":"Education","description":"Title IX Non-Discrimination for LGBTQ+ Students School Athletics School Climate Anti-Bullying School Discipline H.R. 2452: To provide that for purposes of determining compliance with title IX of the Education Amendments of 1972, locker room facilities in active use in connection with an education program or activity may be in use only by individuals of the same sex as determined solely on each individual's reproductive biology and genetics at birth. H.R. 1282: Eliminate DEI in Colleges Act H.R. 1810; S. 986: Safe Schools Improvement Act S. 1845: No Loan Forgiveness for Terrorists Act of 2025 H.R. 2617: Say No To Indoctrination Act H.R. 2616: PROTECT Kids Act H.R. 2682: STOP Bullying Act H.R. 5116; S. 2702: Empower Parents to Protect their Kids Act of 2025 S. 2251: Say No to Indoctrination Act H.R. 5486; S. 2876: Tyler Clementi Higher Education Anti-Harassment Act of 2025 H.R. 7981: Stop Secret Counseling of Students Act H.R. 7661: Stop the Sexualization of Children Act H.R. 7691: Fight Book Bans Act H.R. 7661; S. 4925: Stop the Sexualization of Children Act H.R. 2616: Stopping Indoctrination and Protecting Kids Act H.R. 8705: CHARLIE Act H.Res. 1385; S.Res. 785: A resolution celebrating the accomplishments of Title IX of the Education Amendments of 1972, also known as the Patty Takemoto Mink Equal Opportunity in Education Act, and recognizing the need to continue pursuing hte goal of educational opportunities for all women and girls. S.J.Res. 182: A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Department of Education relating to \"William D. Ford Federal Direct Loan (Direct Loan) Program\".","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":138365,"prefix":"mrs","prefix_display":"MRS.","first_name":"JENNIFER","nickname":null,"middle_name":"PIKE","last_name":"BAILEY","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":155665,"prefix":null,"prefix_display":null,"first_name":"KENDALL","nickname":null,"middle_name":null,"last_name":"KALUSTYAN","suffix":null,"suffix_display":null},"covered_position":null,"new":true}],"government_entities":[{"id":32,"name":"Education, Dept of"},{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":1,"name":"SENATE"}]},{"general_issue_code":"FAM","general_issue_code_display":"Family issues/Abortion/Adoption","description":"Funding for Title X Family Planning Paid Family and Medical Leave Paid Sick Leave Child Welfare Adoption H.R. 3247; S. 1658: SAFE Home Act H.R. 6181; S. 3279: John Lewis Every Child Deserves a Family Act","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":138365,"prefix":"mrs","prefix_display":"MRS.","first_name":"JENNIFER","nickname":null,"middle_name":"PIKE","last_name":"BAILEY","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":155665,"prefix":null,"prefix_display":null,"first_name":"KENDALL","nickname":null,"middle_name":null,"last_name":"KALUSTYAN","suffix":null,"suffix_display":null},"covered_position":null,"new":true}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":1,"name":"SENATE"}]}],"conviction_disclosures":[],"foreign_entities":[],"affiliated_organizations":[]}]}