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DOL - EBSA - Fiduciary Duties in Selecting Designated Investment Alternatives, RIN 1210-AC38. DOL - Proposed Rule on Automatic Portability Transactions Exemption - 29 CFR 255 (RIN 1210-AC21). Legislation to maintain and protect the diverse array of retirement plan structures. Legislation to provide favorable tax treatment for guaranteed lifetime income. Legislation to provide technical corrections and extension of effective dates to implement the SECURE 2.0 Act. Legislation and rulemaking affecting annuities, variable life products and retirement savings including Trump Administration and Congressional proposals on tax reform, ERISA, and securities laws. Legislation to clarify the annuity selection safe harbor (P.L.116-94, Div. O, Section 204) provides a plan sponsor with the same protections in selecting an annuity contract. Legislation to direct the SEC to allow the use of amended appropriate registration forms to authorize consistent registrations for non-variable products. Legislation to make a diverse slate of indexed and variable annuity contracts with guaranteed benefits eligible to be treated as QLACs to better meet the diverse needs of retirement savers. Legislation to make long-term care insurance tax-advantaged, accessible, and affordable. Legislation to provide balanced approach to regulating the use of AI by the insured retirement industry. Legislation to require defined contribution plans to offer participants the option to invest in protected, guaranteed lifetime income solutions for all or some of their account balances. Legislation to require plan fiduciaries to provide retirement income education to employees throughout their working years. Legislation to reform ERISA to reduce frivolous litigation. Proposals at the Department of Labor for increasing access to guaranteed, protected lifetime solutions. Proposals at the Department of Treasury/IRS for increasing access to guaranteed, protected lifetime income solutions. SEC - Implementation and Enforcement of Regulation BI and Form CRS. SEC - Implementation of Public Law No: 117-328, the Consolidated Appropriations Act, 2023, Division AA - Financial Services Matters, Title I-Registration for Index linked Annuities, Sec. 101. Parity for Registered Index-Linked Annuities Regarding Registration Rules. SEC - Final Rule - Registration for Index-Linked Annuities and Registered Market Value Adjustment Annuities; Amendments to Form N-4 for Index-Linked Annuities, Registered Market Value Adjustment Annuities, and Variable Annuities; Other Technical Amendments - 17 CFR Parts 230, 232, 239, and 274, RIN 3235-AN30. SEC/Treasury - Joint Proposed Rule by SEC & FinCEN - Customer Identification Programs for Registered Investment Advisers and Exempt Reporting Advisers - 17 CFR 275, 31 CFR 1032, RIN 1506-AB66, RIN 3235-AN34. Treasury - Request for Information on Uses, Opportunities, and Risks of Artificial Intelligence in the Financial Services Sector - 89 FR 50048. Treasury - FSOC - Joint Trade Effort to Restore 2019 Nonbank Financial Institution Guidance. FINRA - Regulatory Notice - 25-04 - Rule Modernization Review Proposal. FINRA - Regulatory Notice - 25-05 - Outside Business Activities Proposed Rule. FINRA - Regulatory Notice - 25-07 - Supporting Modern Member Workplaces. The President's Executive Order - Democratizing Access to Alternative Assets for 401(K) Investors (08/07/2025) (E.O. 14330). The Data Privacy Act (H.R.1165 - 118th Congress). The Empowering States to Protect Seniors from Bad Actors Act (H.R.5914 - 117th Congress). The E-SIGN Modernization Act of 2022 (S.3715 - 117th Congress). The General Accounts Product Clarifications Act (H.R.9515 - 117th Congress). The Lifetime Income for Employees Act of 2023 (H.R.3942 - 118th Congress). The SAFER Banking Act (S.2860 - 118th Congress). The Secure And Fair Enforcement (SAFE) Banking Act of 2023 (S.1323/H.R.2891 - 118th Congress). The Financial Fitness Act (H.R.8944-118th Congress). The Well-Being Insurance for Seniors to be at Home Act (H.R.2082-119th Congress). The Richard L. Trumka Protecting the Right to Organize (PRO) Act of 2025 (S.852/H.R.20 - 119th Congress). The Securing and Enabling Commerce Using Remote and Electronic (SECURE) Notarization Act of 2025 (S.1561/H.R.1777 - 119th Congress). The Auto Reenroll Act (S.1831/H.R.6729 - 119th Congress). The Retirement Investment Choice Act (H.R.5748 - 119th Congress). The Restoring Integrity on Fiduciary Duty Act (S.3086 - 119th Congress). The Saving for the Future Act (H.R.5887 - 119th Congress). The ERISA Litigation Reform Act (H.R.6084 - 119th Congress). The McCarran-Ferguson Protection Act (H.R.7130 - 119th Congress).","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":63574,"prefix":null,"prefix_display":null,"first_name":"PAUL","nickname":null,"middle_name":"JEFFREY","last_name":"RICHMAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":71044,"prefix":null,"prefix_display":null,"first_name":"JOHN","nickname":null,"middle_name":null,"last_name":"JENNINGS","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":188,"name":"Internal Revenue Service (IRS)"},{"id":38,"name":"Labor, Dept of (DOL)"},{"id":88,"name":"Securities & Exchange Commission (SEC)"},{"id":1,"name":"SENATE"},{"id":41,"name":"Treasury, Dept of"}]},{"general_issue_code":"RET","general_issue_code_display":"Retirement","description":"Amends IRS Code to establish Auto Reenrollment Tax Credit (S.2512 - 118th Congress). DOL - EBSA - Implementation of the Consolidated Appropriations Act, 2023, Division T - SECURE 2.0 Act of 2022 (Public Law No: 117-328). DOL - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). DOL - Proposed Rule on Automatic Portability Transactions Exemption - 29 CFR 255 (RIN 1210-AC21). DOL Guidance on Pension‑Linked Emergency Savings Accounts. DOL - EBSA - Final Rule - Prohibited Transaction Class Exemption 84-14 for Transactions Determined by Independent Qualified Professional Asset Managers (the QPAM Exemption) (RIN 1210-ZA07). DOL- EBSA - Proposed Rule - Pooled Employer Plans: Big Plans for Small Businesses (RIN 1210-AC10). DOL - Joint Trade Letter to Chavez-DeRemer - ERISA Litigation Reform-Reduction. DOL - EBSA - Fiduciary Duties in Selecting Designated Investment Alternatives, RIN 1210-AC38. DOL - EBSA - Requirement To Provide Paper Statements in Certain Cases-Amendments to Electronic Disclosure Safe Harbors. DOL - WH - Employee or Independent Contractor Status Under the Fair Labor Standards Act, Family and Medical Leave Act, and Migrant and Seasonal Agricultural Worker Protection Act, RIN 1235-AA46 (2026). Joint Resolution providing for congressional disapproval of the Department of Labors Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights Rule (S.J.Res.8/H.J. Res.30 - 118th Congress). Legislation and rulemaking affecting 403(b) retirement plans and federal and state regulations governing their administration and operation. Legislation establishing a federal regulatory framework to oversee the cryptocurrency market in and use of cryptocurrency in retirement plans. Legislation to clarify Form 5500 reporting requirement for retirement plans filing under a Group of Plans. Legislation to maintain and protect the diverse array of retirement plan structures. Legislation to prohibit IRSs use of private debt collection agencies for individuals over the age of 65. Legislation to promote, preserve and maintain tax-deferred treatment of retirement savings. Legislation to provide favorable tax treatment for guaranteed lifetime income. Legislation to provide technical corrections and extension of effective dates to implement the SECURE 2.0 Act. Legislation and rulemaking affecting annuities, variable life products and retirement savings including Trump Administration and Congressional proposals on tax reform, ERISA, and securities laws. Legislation to clarify the annuity selection safe harbor (P.L.116-94, Div. O, Section 204) provides a plan sponsor with the same protections in selecting an annuity contract. Legislation to direct the SEC to allow the use of amended appropriate registration forms to authorize consistent registrations for non-variable products. Legislation to ensure a balanced approach to the regulation of environmental, social, and governance investments. Legislation to increase protections and safeguards for personal financial information. Legislation to make a diverse slate of indexed and variable annuity contracts with guaranteed benefits eligible to be treated as QLACs to better meet the diverse needs of retirement savers. Legislation to make long-term care insurance tax-advantaged, accessible, and affordable. Legislation to provide balanced approach to regulating the use of AI by the insured retirement industry. Legislation to require defined contribution plans to offer participants the option to invest in protected, guaranteed lifetime income solutions for all or some of their account balances. Legislation to require inclusion of longevity risk language in annual plan notices. Legislation to require plan fiduciaries to provide retirement income education to employees throughout their working years. Legislation to reform ERISA to reduce frivolous litigation. Proposals at the Department of Labor for increasing access to guaranteed, protected lifetime solutions. Proposals at the Department of Labor to Rescind \"ESG Rule\" and Draft \"Anti-ESG Rule.\" Proposals at the Department of Treasury/IRS for increasing access to guaranteed, protected lifetime income solutions. SEC - FINRA - Proposed Rule Change to Extend the Effectiveness of Temporary FINRA Rule 3110.17 - SR-FINRA-2021-023. SEC - Implementation and Enforcement of Regulation BI and Form CRS. SEC - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). SEC - Implementation of Public Law No: 117-328, the Consolidated Appropriations Act, 2023, Division AA - Financial Services Matters, Title I-Registration for Index linked Annuities, Sec. 101. Parity for Registered Index-Linked Annuities Regarding Registration Rules. SEC - Final Rule - Registration for Index-Linked Annuities and Registered Market Value Adjustment Annuities; Amendments to Form N-4 for Index-Linked Annuities, Registered Market Value Adjustment Annuities, and Variable Annuities; Other Technical Amendments - 17 CFR Parts 230, 232, 239, and 274, RIN 3235-AN30. The President's Executive Order - Democratizing Access to Alternative Assets for 401(K) Investors (08/07/2025) (E.O. 14330). The Data Privacy Act (H.R.1165 - 118th Congress). The Empowering States to Protect Seniors from Bad Actors Act (H.R.5914 - 117th Congress). The E-SIGN Modernization Act of 2022 (S.3715 - 117th Congress). The Financial Freedom Act of 2023 (S.427/H.R.1177 - 118th Congress). The Financial Innovation and Technology for the 21st Century Act (H.R.4763 - 118th Congress). The General Accounts Product Clarifications Act (H.R.9515 - 117th Congress). The Lifetime Income for Employees Act of 2023 (H.R.3942 - 118th Congress). The Lummis-Gillibrand Responsible Financial Innovation Act (S.2281 - 118th Congress). The Portable Benefits for Independent Workers Pilot Program Act (S.1696/H.R.3482 - 118th Congress). The RETIRE Act (H.R. 5339 - 118th Congress). The SAFER Banking Act (S.2860 - 118th Congress). The Secure And Fair Enforcement (SAFE) Banking Act of 2023 (S.1323/H.R.2891 - 118th Congress). The Small Business Tax Fairness Act (S.2387 - 117th Congress). The Small Businesses Add Value for Employees (SAVE) Act (H.R.4637 - 115th Congress). The Expanding Access to Retirement Savings for Caregivers Act (H.R.6772 - 118th Congress). The Elder Justice Reauthorization and Modernization Act of 2023 (S.1198/H.R.2718-118th Congress). The Ensuring Sound Guidance Act (S.2282/H.R.4237 - 118th Congress). The Expanding Access to Capital Act (H.R.2799-118th Congress). The Financial Fitness Act (H.R.8944-118th Congress). The Empowering Main Street in America Act (S.5139-118th Congress). The Catching Up Family Caregivers Act (S.5149/H.R.9764-118th Congress). The Improving Retirement Security for Family Caregivers Act (S.5148/H.R.9765-118th Congress). The Retirement Fairness for Charities and Educational Institutions Act of 2025 (S.424/H.R.1013-119th Congress). The GUARD Act (H.R.2978-119th Congress). The Protecting Prudent Investment of Retirement Savings Act (H.R.2988 - 119th Congress). The Retirement Proxy Protection Act (H.R. 1996 - 119th Congress). The Retirement Savings for Americans Act (S.1526/H.R.2696 - 119th Congress). The Balancing the Scales Act (H.R.2958 - 119th Congress). The EBSA Investigations Transparency Act (H.R.2869 - 119th Congress). The Employee Ownership Fairness Act (S.1727 - 119th Congress). The Employee Ownership Financing Act (S.2458 - 119th Congress). The Employee Ownership Representation Act (S.1728 - 119th Congress). The Financial Exploitation Prevention Act of 2025 (S.2840/H.R.2478 - 119th Congress). The Helping Young Americans Save for Retirement Act (H.R.4718/S.1707 - 119th Congress). The Improving Disclosure for Investors Act 2024/2025 (S.1877/H.R.2441 - 119th Congress). The Independent Retirement Fairness Act (S.2217 - 119th Congress). The Promotion and Expansion of Private Employee Ownership Act (S.2461 - 119th Congress). The Richard L. Trumka Protecting the Right to Organize (PRO) Act of 2025 (S.852/H.R.20 - 119th Congress). The Securing and Enabling Commerce Using Remote and Electronic (SECURE) Notarization Act of 2025 (S.1561/H.R.1777 - 119th Congress). The Unlocking Benefits for Independent Workers Act (S.2210 - 119th Congress). The Auto Reenroll Act (S.1831/H.R.6729 - 119th Congress). The Automatic IRA Act of 2025 (H.R.6722-119th Congress). The ERISA Litigation Reform Act (H.R.6084 - 119th Congress). The Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 (H.R.3383 - 119th Congress). The Providing Complete Information to Retirement Investors Act (S.3083 - 119th Congress). The Restoring Integrity on Fiduciary Duty Act (S.3086 - 119th Congress). The Retirement Investment Choice Act (H.R.5748 - 119th Congress). The Saving for the Future Act (H.R.5887 - 119th Congress). The Retirement Simplification and Clarity Act (H.R. 6324 - 119th Congress). The Senior Security Act (S.4055/H.R.1469-119th Congress). The Small Nonprofit Retirement Security Act (S.2365/H.R.4548 - 119th Congress). The Pensions for All Act (S.2335/H.R.7556 - 119th Congress). Treasury - IRS - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). Treasury - IRS - Implementation of Public Law No: 117-328, the Consolidated Appropriations Act, 2023, Division T - SECURE 2.0 Act of 2022. Treasury - Request for Information on Financial Inclusion - 88 FR 88702 - Treas-Do-2023-0014. Treasury - FSOC - Joint Trade Effort to Restore 2019 Nonbank Financial Institution Guidance.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":63574,"prefix":null,"prefix_display":null,"first_name":"PAUL","nickname":null,"middle_name":"JEFFREY","last_name":"RICHMAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":71044,"prefix":null,"prefix_display":null,"first_name":"JOHN","nickname":null,"middle_name":null,"last_name":"JENNINGS","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":188,"name":"Internal Revenue Service (IRS)"},{"id":38,"name":"Labor, Dept of (DOL)"},{"id":88,"name":"Securities & Exchange Commission (SEC)"},{"id":1,"name":"SENATE"},{"id":41,"name":"Treasury, Dept of"}]},{"general_issue_code":"TAX","general_issue_code_display":"Taxation/Internal Revenue Code","description":"Amends IRS Code to establish Auto Reenrollment Tax Credit (S.2512 - 118th Congress). DOL - EBSA - Implementation of the Consolidated Appropriations Act, 2023, Division T - SECURE 2.0 Act of 2022 (Public Law No: 117-328). DOL - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). DOL Guidance on Pension‑Linked Emergency Savings Accounts. DOL - EBSA - Final Rule - Prohibited Transaction Class Exemption 84-14 for Transactions Determined by Independent Qualified Professional Asset Managers (the QPAM Exemption) (RIN 1210-ZA07). DOL - EBSA - Proposed Rule - Pooled Employer Plans: Big Plans for Small Businesses (RIN 1210-AC10). DOL - EBSA - Fiduciary Duties in Selecting Designated Investment Alternatives, RIN 1210-AC38. DOL - EBSA - Requirement To Provide Paper Statements in Certain Cases-Amendments to Electronic Disclosure Safe Harbors. DOL - WH - Employee or Independent Contractor Status Under the Fair Labor Standards Act, Family and Medical Leave Act, and Migrant and Seasonal Agricultural Worker Protection Act, RIN 1235-AA46 (2026). The President's Executive Order - Democratizing Access to Alternative Assets for 401(K) Investors (08/07/2025) (E.O. 14330). Legislation and rulemaking affecting 403(b) retirement plans and federal and state regulations governing their administration and operation. Legislation to prohibit IRSs use of private debt collection agencies for individuals over the age of 65. Legislation to promote, preserve and maintain tax-deferred treatment of retirement savings. Legislation to provide favorable tax treatment for guaranteed lifetime income. Legislation to provide technical corrections and extension of effective dates to implement the SECURE 2.0 Act. Legislation and rulemaking affecting annuities, variable life products and retirement savings including Trump Administration and Congressional proposals on tax reform, ERISA, and securities laws. Legislation to make a diverse slate of indexed and variable annuity contracts with guaranteed benefits eligible to be treated as QLACs to better meet the diverse needs of retirement savers. Legislation to make long-term care insurance tax-advantaged, accessible, and affordable. Legislation to require defined contribution plans to offer participants the option to invest in protected, guaranteed lifetime income solutions for all or some of their account balances. Proposals at the Department of Labor for increasing access to guaranteed, protected lifetime solutions. Proposals at the Department of Labor to Rescind \"ESG Rule\" and Draft \"Anti-ESG Rule.\" Proposals at the Department of Treasury/IRS for increasing access to guaranteed, protected lifetime income solutions. SEC - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). SEC/Treasury - Joint Proposed Rule by SEC & FinCEN - Customer Identification Programs for Registered Investment Advisers and Exempt Reporting Advisers - 17 CFR 275, 31 CFR 1032, RIN 1506-AB66, RIN 3235-AN34. The Lifetime Income for Employees Act of 2023 (H.R.3942 - 118th Congress). The Portable Benefits for Independent Workers Pilot Program Act (S.1696/H.R.3482 - 118th Congress). The Small Business Tax Fairness Act (S.2387 - 117th Congress). The Small Businesses Add Value for Employees (SAVE) Act (H.R.4637 - 115th Congress). To amend the Internal Revenue Code of 1986 to permit the rollover contributions from Roth IRAs to designated Roth accounts (H.R.6757 - 118th Congress). The Expanding Access to Retirement Savings for Caregivers Act (H.R.6772 - 118th Congress). The Catching Up Family Caregivers Act (S.5149/H.R.9764-118th Congress). The Improving Retirement Security for Family Caregivers Act (S.5148/H.R.9765-118th Congress). The Well-Being Insurance for Seniors to be at Home Act (H.R.2082-119th Congress). The Generating Retirement Ownership through Long-Term Holding Act (S.1839/H.R.2089 - 119th Congress). The Retirement Savings for Americans Act (S.1526/H.R.2696 - 119th Congress). The Tax Relief for Victims of Crimes, Scams, and Disasters Act (S.1773/H.R.3469 - 119th Congress). The Financial Exploitation Prevention Act of 2025 (S.2840/H.R.2478 - 119th Congress). The Helping Young Americans Save for Retirement Act (H.R.4718/S.1707 - 119th Congress). The Promotion and Expansion of Private Employee Ownership Act (S.2461 - 119th Congress). The Protecting Prudent Investment of Retirement Savings Act (H.R.2988 - 119th Congress). The Securing and Enabling Commerce Using Remote and Electronic (SECURE) Notarization Act of 2025 (S.1561/H.R.1777 - 119th Congress). The Auto Reenroll Act (S.1831/H.R.6729 - 119th Congress). The Automatic IRA Act of 2025 (H.R.6722-119th Congress). The Saving for the Future Act (H.R.5887 - 119th Congress). The Retirement Simplification and Clarity Act (H.R. 6324 - 119th Congress). The Small Nonprofit Retirement Security Act (S.2365/H.R.4548 - 119th Congress). The Pensions for All Act (S.2335/H.R.7556 - 119th Congress). Treasury - IRS - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). Treasury - IRS - Implementation of Public Law No: 117-328, the Consolidated Appropriations Act, 2023, Division T - SECURE 2.0 Act of 2022. Treasury - Request for Information on Uses, Opportunities, and Risks of Artificial Intelligence in the Financial Services Sector - 89 FR 50048. Treasury - FinCEN - Final Rule on AML/CFT Program and Suspicious Activity Report Filing Requirements for RIAs and Exempt Reporting Advisers (RIN 1506-AB58). Treasury - IRS - Final Rule Required Minimum Distributions - 87 FR 10504, 26 CFR 1 and 26 CFR 54, REG-105954-20 (RIN 1545-BP82). Treasury - FSOC - Joint Trade Effort to Restore 2019 Nonbank Financial Institution Guidance.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":63574,"prefix":null,"prefix_display":null,"first_name":"PAUL","nickname":null,"middle_name":"JEFFREY","last_name":"RICHMAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":71044,"prefix":null,"prefix_display":null,"first_name":"JOHN","nickname":null,"middle_name":null,"last_name":"JENNINGS","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":188,"name":"Internal Revenue Service (IRS)"},{"id":38,"name":"Labor, Dept of (DOL)"},{"id":88,"name":"Securities & Exchange Commission (SEC)"},{"id":1,"name":"SENATE"},{"id":41,"name":"Treasury, Dept of"}]},{"general_issue_code":"FIN","general_issue_code_display":"Financial Institutions/Investments/Securities","description":"DOL - Proposed Rule on Automatic Portability Transactions Exemption - 29 CFR 255 (RIN 1210-AC21). DOL - EBSA - Fiduciary Duties in Selecting Designated Investment Alternatives, RIN 1210-AC38. FINRA - Regulatory Notice - 25-04 - Rule Modernization Review Proposal. FINRA - Regulatory Notice - 25-05 - Outside Business Activities Proposed Rule. FINRA - Regulatory Notice - 25-07 - Supporting Modern Member Workplaces. Legislation establishing a federal regulatory framework to oversee the cryptocurrency market in and use of cryptocurrency in retirement plans. Legislation to provide favorable tax treatment for guaranteed lifetime income. Legislation and rulemaking affecting annuities, variable life products and retirement savings including Trump Administration and Congressional proposals on tax reform, ERISA, and securities laws. Legislation to direct the SEC to allow the use of amended appropriate registration forms to authorize consistent registrations for non-variable products. Legislation to ensure a balanced approach to the regulation of environmental, social, and governance investments. Legislation to increase protections and safeguards for personal financial information. Legislation to make a diverse slate of indexed and variable annuity contracts with guaranteed benefits eligible to be treated as QLACs to better meet the diverse needs of retirement savers. Legislation to provide balanced approach to regulating the use of AI by the insured retirement industry. Proposals at the Department of Labor for increasing access to guaranteed, protected lifetime solutions. Proposals at the Department of Labor to Rescind \"ESG Rule\" and Draft \"Anti-ESG Rule.\" Proposals at the Department of Treasury/IRS for increasing access to guaranteed, protected lifetime income solutions. SEC - Implementation and Enforcement of Regulation BI and Form CRS. SEC - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). SEC - Implementation of Public Law No: 117-328, the Consolidated Appropriations Act, 2023, Division AA - Financial Services Matters, Title I-Registration for Index linked Annuities, Sec. 101. Parity for Registered Index-Linked Annuities Regarding Registration Rules. SEC/Treasury - Joint Proposed Rule by SEC & FinCEN - Customer Identification Programs for Registered Investment Advisers and Exempt Reporting Advisers - 17 CFR 275, 31 CFR 1032, RIN 1506-AB66, RIN 3235-AN34. SEC - Final Rule - Registration for Index-Linked Annuities and Registered Market Value Adjustment Annuities; Amendments to Form N-4 for Index-Linked Annuities, Registered Market Value Adjustment Annuities, and Variable Annuities; Other Technical Amendments - 17 CFR Parts 230, 232, 239, and 274, RIN 3235-AN30. The President's Executive Order - Democratizing Access to Alternative Assets for 401(K) Investors (08/07/2025) (E.O. 14330). The Data Privacy Act (H.R.1165 - 118th Congress). The Empowering States to Protect Seniors from Bad Actors Act (H.R.5914 - 117th Congress). The E-SIGN Modernization Act of 2022 (S.3715 - 117th Congress). The Financial Freedom Act of 2023(S.427/H.R.1177 - 118th Congress). The Financial Innovation and Technology for the 21st Century Act (H.R.4763 - 118th Congress). The Improving Corporate Governance Through Diversity Act of 2023 (S.2007/H.R.4177 - 118th Congress). The Lummis-Gillibrand Responsible Financial Innovation Act (S.2281 - 118th Congress). The No Discrimination in My Benefits Act (H.R.5338 - 118th Congress). The RETIRE Act (H.R.5339 - 118th Congress). The Retirement Proxy Protection Act (H.R.5337 - 118th Congress). The SAFER Banking Act (S.2860 - 118th Congress). The Secure And Fair Enforcement (SAFE) Banking Act of 2023 (S.1323/H.R.2891 - 118th Congress). The Elder Justice Reauthorization and Modernization Act of 2023 (S.1198/H.R.2718-118th Congress). The Ensuring Sound Guidance Act (S.2282/H.R.4237 - 118th Congress). The Expanding Access to Capital Act (H.R.2799-118th Congress). The Empowering Main Street in America Act (S.5139-118th Congress). The Retirement Fairness for Charities and Educational Institutions Act of 2025 (S.424/H.R.1013-119th Congress). The Protecting Prudent Investment of Retirement Savings Act (H.R.2988 - 119th Congress). The Tax Relief for Victims of Crimes, Scams, and Disasters Act (S.1773/H.R.3469 - 119th Congress). The Financial Exploitation Prevention Act of 2025 (S.2840/H.R.2478 - 119th Congress). The Helping Young Americans Save for Retirement Act (H.R.4718/S.1707 - 119th Congress). The Improving Disclosure for Investors Act 2024/2025(S.1877/H.R.2441-119th Congress). The Securing and Enabling Commerce Using Remote and Electronic (SECURE) Notarization Act of 2025 (S.1561/H.R.1777 - 119th Congress). The Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 (H.R.3383 - 119th Congress). The Retirement Investment Choice Act (H.R.5748 - 119th Congress). The Senior Security Act (S.4055/H.R.1469-119th Congress). Treasury - IRS - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). Treasury - Request for Information on Uses, Opportunities, and Risks of Artificial Intelligence in the Financial Services Sector - 89 FR 50048. Treasury - FSOC - Joint Trade Effort to Restore 2019 Nonbank Financial Institution Guidance.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":63574,"prefix":null,"prefix_display":null,"first_name":"PAUL","nickname":null,"middle_name":"JEFFREY","last_name":"RICHMAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":71044,"prefix":null,"prefix_display":null,"first_name":"JOHN","nickname":null,"middle_name":null,"last_name":"JENNINGS","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":188,"name":"Internal Revenue Service (IRS)"},{"id":38,"name":"Labor, Dept of (DOL)"},{"id":88,"name":"Securities & Exchange Commission (SEC)"},{"id":1,"name":"SENATE"},{"id":41,"name":"Treasury, Dept of"}]}],"conviction_disclosures":[],"foreign_entities":[],"affiliated_organizations":[]},{"url":"https://lda.gov/api/v1/filings/9f46cb81-5254-4491-9e64-27841c6d0b04/","filing_uuid":"9f46cb81-5254-4491-9e64-27841c6d0b04","filing_type":"Q1","filing_type_display":"1st Quarter - Report","filing_year":2026,"filing_period":"first_quarter","filing_period_display":"1st Quarter (Jan 1 - Mar 31)","filing_document_url":"https://lda.gov/filings/public/filing/9f46cb81-5254-4491-9e64-27841c6d0b04/print/","filing_document_content_type":"text/html","income":null,"expenses":"1936000.00","expenses_method":"C","expenses_method_display":"C","posted_by_name":"Stephanie Martz","dt_posted":"2026-04-20T16:48:58-04:00","termination_date":null,"registrant_country":"United States of America","registrant_ppb_country":null,"registrant_address_1":"1101 New York Avenue, NW","registrant_address_2":"Suite 1200","registrant_different_address":false,"registrant_city":"WASHINGTON","registrant_state":"DC","registrant_zip":"20005","registrant":{"id":28468,"url":"https://lda.gov/api/v1/registrants/28468/","house_registrant_id":31075,"name":"NATIONAL RETAIL FEDERATION","description":"trade association representing the retail industry","address_1":"1101 New York Avenue NW","address_2":"Suite 1100","address_3":null,"address_4":null,"city":"Washington","state":"DC","state_display":"District of Columbia","zip":"20004","country":"US","country_display":"United States of America","ppb_country":"US","ppb_country_display":"United States of America","contact_name":"DAVID FRENCH","contact_telephone":"+1 202-626-8112","dt_updated":"2026-07-17T11:23:20.493200-04:00"},"client":{"id":134533,"url":"https://lda.gov/api/v1/clients/134533/","client_id":12,"name":"NATIONAL RETAIL FEDERATION","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":"2011-04-20"},"lobbying_activities":[{"general_issue_code":"BAN","general_issue_code_display":"Banking","description":"Update House and Senate on interchange/swipe fee reform issues, including competitive routing and pending interchange and network rules legislation in states; provide retailers perspective of issues in implementing mobile payment systems; views of retail industry regarding privacy, data security and breach notification as it relates to sensitive financial data; views of retail industry regarding fraud costs, Chip and PIN, tokenization, encryption chargebacks, competition in debit and credit routing and other payment innovation; support the Credit Card Competition Act; support the Common Cents Act; and retail perspectives of stablecoin frameworks. 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Support; S.J.Res.88 - A joint resolution terminating the national emergency declared to impose global tariffs - support: S.J.Res.81 - A Joint Resolution Terminating the National Emergency Declared to Impose Duties on Articles Imported from Brazil - support; S.J.Res.77, A Joint Resolution Terminating the National Emergency Declared to Impose Duties on Articles Imported from Canada - support H.R. 2665/S.1272 - Trade Review Act - Support; H.R. 6500 - AGOA Extension Act - support H.R. 6504 - Haiti Economic Lift Program Extension Act - support Uyghur Forced Labor Prevention Act Implementation - communicate retail views Support efforts to retroactively renew and modernize the Generalized System of Preferences; Support efforts to renew the Miscellaneous Trade Bill; Support efforts to renew the Agrican Growth and Opportunity Act; Support efforts to renew Haiti preferences programs; Communicate retail views on the importance of international trade and the global value chain; Support elimination of the China 301 tariffs, a renewal of the China 301 tariff exclusion process and reinstatement of expired exclusions; Oppose efforts to revoke China PNTR ; Customs reauthorization - communicate retail views on trade facilitation and enforcement Digital trade - communicate importance of supporting digital trade for retail industry Communicate retailer views opposing termination of 2019 Agreement Suspending the Antidumping Duty Investigation on Fresh Tomatoes from Mexico; Communicate retail views on the Section 232 tariffs inclusions program; Communicate retail views on continuation of the United States-Mexico-Canada Agreement.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":54927,"prefix":"mr","prefix_display":"MR.","first_name":"DAVID","nickname":null,"middle_name":"GLENN","last_name":"FRENCH","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":39174,"prefix":null,"prefix_display":null,"first_name":"JONATHAN","nickname":null,"middle_name":null,"last_name":"GOLD","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":67531,"prefix":null,"prefix_display":null,"first_name":"JASON","nickname":null,"middle_name":null,"last_name":"STRACZEWSKI","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":68163,"prefix":null,"prefix_display":null,"first_name":"DYLAN","nickname":null,"middle_name":null,"last_name":"JEON","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":68172,"prefix":null,"prefix_display":null,"first_name":"STEPHANIE","nickname":null,"middle_name":null,"last_name":"MARTZ","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":149668,"prefix":null,"prefix_display":null,"first_name":"ASHTON","nickname":null,"middle_name":null,"last_name":"WIGGINS","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":150860,"prefix":null,"prefix_display":null,"first_name":"MERCY","nickname":null,"middle_name":null,"last_name":"BEEHLER","suffix":null,"suffix_display":null},"covered_position":null,"new":true},{"lobbyist":{"id":153997,"prefix":"mr","prefix_display":"MR.","first_name":"MICHAEL","nickname":null,"middle_name":"SCOTT","last_name":"VINSON","suffix":"jd","suffix_display":"JD"},"covered_position":null,"new":false}],"government_entities":[{"id":24,"name":"Commerce, Dept of (DOC)"},{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":198,"name":"Natl Economic Council (NEC)"},{"id":1,"name":"SENATE"},{"id":90,"name":"Small Business Administration (SBA)"},{"id":39,"name":"State, Dept of (DOS)"},{"id":41,"name":"Treasury, Dept of"},{"id":184,"name":"U.S. Customs & Border Protection"},{"id":22,"name":"U.S. Trade Representative (USTR)"},{"id":12,"name":"White House Office"}]},{"general_issue_code":"LBR","general_issue_code_display":"Labor Issues/Antitrust/Workplace","description":"Independent Contractor Regulations; OSHA Walkaround Rule; OSHA Heat Standard; Joint Employer Regulations; The Richard L. Trumka Protecting the Right to Organize Act (H.R. 20/S. 852); DOL, EEOC and NLRB Nominations; the Faster Labor Contracts Act (H.R. 5408/S.844); Independent Contractor Law Reforms (H.R. 1319 and H.R. 1320); Worker Enfranchisement Act (H.R. 2572); Warehouse Worker Protection Act (H.R. 4896/S.2613); OSHA Improve Tracking of Workplace Injuries and Illnesses (RIN: 1218-AD40) Rule; DOL overtime regulation (RIN: 1235-AA39); Save Local Business Act (H.R. 4366); NLRB interpretations that would protect harassing behavior in the workplace and create potential conflicts with federal, state, and local anti-discrimination laws, including the Boards Lion Elastomers decision; NLRB decisions in Cemex, American Steel Construction, Thryv, Inc., The Atlanta Opera, and Stericycle; FTC Non-Compete Clause Rule (RIN 3084-AB74); Start Applying Labor Transparency Act (H.R. 2954); Good Samaritan protections for employees using naloxone; Worker Reforming Elections for Speedy and Unimpeded Labor Talks (RESULTS) Act; NLRB Stability Act; Fairness in Filing Act; Union Members Right to Know Act; Put American Workers First Act; Protection on the Picket Line Act; Worker Privacy Act; WIOA Reauthorization; Ask the Union Members Act (H.R. 6142), Fair Access to Justice for Union Members Act (H.R. 6141), Endorsement Transparency Act (H.R. 6156), Union Members Right to Know Act (H.R. 6139) - Ensuring Workers Get PAID Act (H.R. 2299), the Tipped Employee Protection Act (H.R. 2312), and the Working Families Flexibility Act (H.R. 2870)","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":143036,"prefix":"mr","prefix_display":"MR.","first_name":"EDWIN","nickname":null,"middle_name":"WALTER","last_name":"EGEE","suffix":"v","suffix_display":"V"},"covered_position":null,"new":false},{"lobbyist":{"id":67531,"prefix":null,"prefix_display":null,"first_name":"JASON","nickname":null,"middle_name":null,"last_name":"STRACZEWSKI","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":54927,"prefix":"mr","prefix_display":"MR.","first_name":"DAVID","nickname":null,"middle_name":"GLENN","last_name":"FRENCH","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":50,"name":"Equal Employment Opportunity Commission (EEOC)"},{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":38,"name":"Labor, Dept of (DOL)"},{"id":73,"name":"Natl Labor Relations Board (NLRB)"},{"id":1,"name":"SENATE"},{"id":12,"name":"White House Office"}]},{"general_issue_code":"TAX","general_issue_code_display":"Taxation/Internal Revenue Code","description":"Support H.R. 1, the One, Big Beautiful Act. Oppose corporate tax rate increases; Oppose consumption taxes such as a National Retail Sales Tax, a Border Adjustment Tax, or a VAT. Support the extension of the Work Opportunity Tax Credit.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":54927,"prefix":"mr","prefix_display":"MR.","first_name":"DAVID","nickname":null,"middle_name":"GLENN","last_name":"FRENCH","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":67531,"prefix":null,"prefix_display":null,"first_name":"JASON","nickname":null,"middle_name":null,"last_name":"STRACZEWSKI","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":141193,"prefix":null,"prefix_display":null,"first_name":"ASHLEY","nickname":null,"middle_name":null,"last_name":"WILSON","suffix":null,"suffix_display":null},"covered_position":null,"new":true}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":188,"name":"Internal Revenue Service (IRS)"},{"id":198,"name":"Natl Economic Council (NEC)"},{"id":1,"name":"SENATE"},{"id":41,"name":"Treasury, Dept of"}]},{"general_issue_code":"TRA","general_issue_code_display":"Transportation","description":"Transportation related issues - freight policy, truck productivity, infrastructure funding, supply chain theft; Port related issues - Port congestion, detention/demurrage, rail storage fee issues; Supply chain disruptions - impact of Red Sea disruption - retail impact; Section 301 China Shipbuilding investigation - oppose port service fees, Shipbuilding executive order - oppose port fees and extension of HMF fees; Ships for America Act (S. 1541, H.R. 3151) - communicate retail views on fees.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":39174,"prefix":null,"prefix_display":null,"first_name":"JONATHAN","nickname":null,"middle_name":null,"last_name":"GOLD","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":54927,"prefix":"mr","prefix_display":"MR.","first_name":"DAVID","nickname":null,"middle_name":"GLENN","last_name":"FRENCH","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":68163,"prefix":null,"prefix_display":null,"first_name":"DYLAN","nickname":null,"middle_name":null,"last_name":"JEON","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":67531,"prefix":null,"prefix_display":null,"first_name":"JASON","nickname":null,"middle_name":null,"last_name":"STRACZEWSKI","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":141193,"prefix":null,"prefix_display":null,"first_name":"ASHLEY","nickname":null,"middle_name":null,"last_name":"WILSON","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":24,"name":"Commerce, Dept of (DOC)"},{"id":173,"name":"Federal Highway Administration (FHA)"},{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":177,"name":"Maritime Administration (MARAD)"},{"id":198,"name":"Natl Economic Council (NEC)"},{"id":9,"name":"President of the U.S."},{"id":1,"name":"SENATE"},{"id":40,"name":"Transportation, Dept of (DOT)"}]},{"general_issue_code":"CSP","general_issue_code_display":"Consumer Issues/Safety/Products","description":"Data Privacy, Data Security and AI - communication of retail views regarding data privacy and security issues, as well as retail use of artificial intelligence systems, including legislation affecting the collection, use, security and disclosure of personal information and self-regulatory programs providing data protection for consumers. Proposals to limit state regulation of AI systems. H.R. 6291, Children and Teens Online Privacy Protection Act; H.R. 3149, App Store Accountability Act; H.R. 6484, Kids Online Safety Act. CPSC Oversight issues - communication regarding product safety issues; overall agency reviews on key issues.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":39174,"prefix":null,"prefix_display":null,"first_name":"JONATHAN","nickname":null,"middle_name":null,"last_name":"GOLD","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":54927,"prefix":"mr","prefix_display":"MR.","first_name":"DAVID","nickname":null,"middle_name":"GLENN","last_name":"FRENCH","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":68163,"prefix":null,"prefix_display":null,"first_name":"DYLAN","nickname":null,"middle_name":null,"last_name":"JEON","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":68172,"prefix":null,"prefix_display":null,"first_name":"STEPHANIE","nickname":null,"middle_name":null,"last_name":"MARTZ","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":67531,"prefix":null,"prefix_display":null,"first_name":"JASON","nickname":null,"middle_name":null,"last_name":"STRACZEWSKI","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":150861,"prefix":null,"prefix_display":null,"first_name":"CAROLINE","nickname":null,"middle_name":null,"last_name":"REPPERT","suffix":null,"suffix_display":null},"covered_position":null,"new":true}],"government_entities":[{"id":46,"name":"Consumer Product Safety Commission (CPSC)"},{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":1,"name":"SENATE"}]},{"general_issue_code":"EDU","general_issue_code_display":"Education","description":"Career and technical education issues generally.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":54927,"prefix":"mr","prefix_display":"MR.","first_name":"DAVID","nickname":null,"middle_name":"GLENN","last_name":"FRENCH","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":143036,"prefix":"mr","prefix_display":"MR.","first_name":"EDWIN","nickname":null,"middle_name":"WALTER","last_name":"EGEE","suffix":"v","suffix_display":"V"},"covered_position":null,"new":true}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":1,"name":"SENATE"}]},{"general_issue_code":"IMM","general_issue_code_display":"Immigration","description":"Deferred Action for Childhood Arrivals (DACA) Regulations; H-1B visas; H-2B visas; J-1 visas; DHS H-2B Regulations; American Dream and Promise Act; Asylum Seeker Work Authorization Act; DIGNITY Act; Essential Worker Immigration Act; Temporary Protected Status issues; CHNV Parole; Changes to EAD Policies; Changes to E-verify; Support for Essential Workers for Economic Advancement Act (H.R. 5494).","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":54927,"prefix":"mr","prefix_display":"MR.","first_name":"DAVID","nickname":null,"middle_name":"GLENN","last_name":"FRENCH","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":143036,"prefix":"mr","prefix_display":"MR.","first_name":"EDWIN","nickname":null,"middle_name":"WALTER","last_name":"EGEE","suffix":"v","suffix_display":"V"},"covered_position":null,"new":false},{"lobbyist":{"id":67531,"prefix":null,"prefix_display":null,"first_name":"JASON","nickname":null,"middle_name":null,"last_name":"STRACZEWSKI","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":153997,"prefix":"mr","prefix_display":"MR.","first_name":"MICHAEL","nickname":null,"middle_name":"SCOTT","last_name":"VINSON","suffix":"jd","suffix_display":"JD"},"covered_position":null,"new":false}],"government_entities":[{"id":201,"name":"Homeland Security, Dept of (DHS)"},{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":38,"name":"Labor, Dept of (DOL)"},{"id":1,"name":"SENATE"},{"id":12,"name":"White House Office"}]},{"general_issue_code":"FOO","general_issue_code_display":"Food Industry (safety, labeling, etc.)","description":"Discussions with Food & Drug Administration regarding food safety issues, general; Requesting inclusion of language in FY26 Agriculture Appropriations bill to require FDA to work collaboratively with industry to address concerns with FMSA 204 traceability rule, including the addition of pilot programs with industry segments in the food supply chain. Communicate food retailer views to FDA officials regarding extension of compliance deadline and substantive concerns with FSMA 204 traceability recordkeeping rule. Support for legislation to establish national standard for ingredient transparency, GRAS reform, and front-of-package labeling. 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S.Res. 354 - To require a human rights report on Panamas human rights practices. S.Res. 355 - To require a human rights report on Rwandas human rights practices. S.Res. 356 - To require a human rights report on the United Mexican States human rights practices. H.Res 100 - A resolution expressing support for the continued value of arms control agreements and negotiated constraints on Russian and Chinese strategic nuclear forces. S.Res. 61 - A resolution expressing support for the continued value of arms control agreements and negotiated constraints on Russian and Chinese strategic nuclear forces. S.J.Res.114 - to direct the removal of United States Armed Forces from hostilities within or against the Islamic Republic of Iran that have not been authorized by Congress. S.J.Res.123 - to direct the removal of United States Armed Forces from hostilities within or against the Islamic Republic of Iran that have not been authorized by Congress. H.R.7645 - Ceasefire Compliance Act of 2026 H.R.7565 - Food for Palestinian Children and Families in Gaza Act of 2026 H.R. 7903 - Justice for Hind Rajab Act S. 4905 - Justice for Hind Rajab Act H.Res.1092 - Condemning Israeli settlement expansion, settler violence, and related human rights abuses in the West Bank, and calling for accountability and specific United States policy responses to deter further violations and protect the viability of a negotiated two-State solution H.R.7545 - Defending the Human Rights of Palestinian Children and Families Living Under Israeli Military Occupation Act H.Res.876 - Recognizing the genocide of the Palestinian people in Gaza. H.R.3045 - West Bank Violence Prevention Act of 2025 S.2667 - West Bank Violence Prevention Act of 2025 S.2672 - SANCTIONS in the West Bank Act S.3634 - AWARE Act of 2026 H.Con.Res.38 - Directing the President pursuant to section 5(c) of the War Powers Resolution to remove United States Armed Forces from unauthorized hostilities in the Islamic Republic of Iran. H.Con.Res.40 - Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with Iran. H.Con.Res.101 - Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with Iran. H.Con.Res.102 - Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with Iran. H.Res.1146 - Standing with the people of Lebanon against the illegal invasion, war crimes, and ethnic cleansing perpetrated by the State of Israel. S.J.Res.124 - A joint resolution to direct the removal of United States Armed Forces from hostilities within or against the Republic of Cuba that have not been authorized by Congress. S.J.Res.32 - A joint resolution providing for congressional disapproval of the proposed foreign military sale to the Government of Israel of certain defense articles and services. S.J.Res.137 - A joint resolution providing for congressional disapproval of the proposed foreign military sale to the Government of Israel of certain defense articles and services. S.J.Res.136 - A joint resolution providing for congressional disapproval of the proposed licensing of certain defense articles and services to Israel. S.J.Res.138 - A joint resolution providing for congressional disapproval of the proposed foreign military sale to the Government of Israel of certain defense articles and services. H.R.3565 - To provide for a limitation on the transfer of defense articles and defense services to Israel. H.R.2411 - UNRWA Funding Emergency Restoration Act of 2025 S.898 - UNRWA Funding Emergency Restoration Act of 2025 H.R.8103 - To prohibit the use of funds to use military force in or against Cuba, and for other purposes. Unnumbered Senate bill to sunset the 2001 Authorization for Use of Military Force Unnumbered bill to reform the War Powers Resolution, Arms Export Control Act, and national emergencies legislation Unnumbered bill directing the removal of U.S. armed forces from hostilities concerning the strikes on foreign boats in international waters that have not been authorized by Congress H.R.1939 - U.S. Engagement in Sudanese Peace Act H.Res. 1179: Condemning attacks on civilians in Sudan and calling for an end to external support to the warring parties and for efforts to promote a negotiated settlement of the war. S.935 - A bill to prohibit sales and the issuance of licenses for the export of certain defense articles to the United Arab Emirates, and for other purposes. H.Con.Res.106 - To direct the removal of United States Armed Forces from hostilities within or against the Republic of Cuba that have not been authorized by Congress. H.J.Res.153 To direct the removal of United States Armed Forces from hostilities within or against the Republic of Cuba that have not been authorized by Congress. S.J.Res.193 - A joint resolution to direct the removal of United States Armed Forces from hostilities within or against the Republic of Cuba that have not been authorized by Congress. H.R.8103 - To prohibit the use of funds to use military force in or against Cuba, and for other purposes. H.Con.Res.93 - Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with Iran. H.Con.Res.87 - Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with Iran. H.R.8707 - No Funds for Iran War Act. H.R. 8592 - No War Act. H.Con.Res.84 - Directing the President pursuant to section 5(c) of the War Powers Resolution to remove United States Armed Forces from Lebanon. H.Con.Res.108 - Directing the President pursuant to section 5(c) of the War Powers Resolution to remove United States Armed Forces from hostilities in Lebanon H.Res.1289 - Recognizing the ongoing Nakba and Palestinian refugees' rights. S.J.Res.185 - A joint resolution to direct the removal of United States Armed Forces from hostilities within or against the Islamic Republic of Iran that have not been authorized by Congress. H.Con.Res.86 - Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with Iran H.Con.Res.93 - Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with Iran. H.Con.Res.40 - Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with Iran. H.Con.Res.99 - Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with Iran. H.Con.Res.95 - Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with Iran. H.Con.Res.87 - Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with Iran. H.Con.Res.92 - Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with Iran. H.Con.Res.89 - Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with Iran. H.Con.Res.88 - Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with Iran. H.Con.Res.100 - Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with Iran. H.Con.Res.94 - Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with Iran. H.Con.Res.75 - Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove the United States Armed Forces from hostilities against the Islamic Republic of Iran. H.Con.Res.38 - Directing the President pursuant to section 5(c) of the War Powers Resolution to remove United States Armed Forces from unauthorized hostilities in the Islamic Republic of Iran. H.Con.Res.101 - Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with Iran. H.Con.Res.91 - Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with Iran. H.Con.Res.104 - Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with Iran. H.Con.Res.102 - Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with Iran. H.Con.Res.105 - Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with Iran. H.Con.Res.110 - Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with Iran. 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Oppose corporate tax rate increases; Oppose consumption taxes such as a National Retail Sales Tax, a Border Adjustment Tax, or a VAT. Support the extension of the Work Opportunity Tax Credit.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":54927,"prefix":"mr","prefix_display":"MR.","first_name":"DAVID","nickname":null,"middle_name":"GLENN","last_name":"FRENCH","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":67531,"prefix":null,"prefix_display":null,"first_name":"JASON","nickname":null,"middle_name":null,"last_name":"STRACZEWSKI","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":141193,"prefix":null,"prefix_display":null,"first_name":"ASHLEY","nickname":null,"middle_name":null,"last_name":"WILSON","suffix":null,"suffix_display":null},"covered_position":null,"new":true}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":188,"name":"Internal Revenue Service (IRS)"},{"id":198,"name":"Natl Economic Council (NEC)"},{"id":1,"name":"SENATE"},{"id":41,"name":"Treasury, Dept of"}]},{"general_issue_code":"TRA","general_issue_code_display":"Transportation","description":"Transportation related issues - freight policy, truck productivity, infrastructure funding, supply chain theft; Port related issues - Port congestion, detention/demurrage, rail storage fee issues; Supply chain disruptions - impact of Red Sea disruption - retail impact; Section 301 China Shipbuilding investigation - oppose port service fees, Shipbuilding executive order - oppose port fees and extension of HMF fees; Ships for America Act (S. 1541, H.R. 3151) - communicate retail views on fees; BUILD America 250 Act (H.R. 8870) - support the bill.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":39174,"prefix":null,"prefix_display":null,"first_name":"JONATHAN","nickname":null,"middle_name":null,"last_name":"GOLD","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":54927,"prefix":"mr","prefix_display":"MR.","first_name":"DAVID","nickname":null,"middle_name":"GLENN","last_name":"FRENCH","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":68163,"prefix":null,"prefix_display":null,"first_name":"DYLAN","nickname":null,"middle_name":null,"last_name":"JEON","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":67531,"prefix":null,"prefix_display":null,"first_name":"JASON","nickname":null,"middle_name":null,"last_name":"STRACZEWSKI","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":141193,"prefix":null,"prefix_display":null,"first_name":"ASHLEY","nickname":null,"middle_name":null,"last_name":"WILSON","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":24,"name":"Commerce, Dept of (DOC)"},{"id":173,"name":"Federal Highway Administration (FHA)"},{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":177,"name":"Maritime Administration (MARAD)"},{"id":198,"name":"Natl Economic Council (NEC)"},{"id":9,"name":"President of the U.S."},{"id":1,"name":"SENATE"},{"id":40,"name":"Transportation, Dept of (DOT)"}]},{"general_issue_code":"TRD","general_issue_code_display":"Trade (domestic/foreign)","description":"Communicate retail views on universal and reciprocal tariffs; S.J.Res.37 - Terminating the national emergency declared to impose duties on articles imported from Canada. Support; S.J.Res.88 - A joint resolution terminating the national emergency declared to impose global tariffs - support: S.J.Res.81 - A Joint Resolution Terminating the National Emergency Declared to Impose Duties on Articles Imported from Brazil - support; S.J.Res.77, A Joint Resolution Terminating the National Emergency Declared to Impose Duties on Articles Imported from Canada - support H.R. 2665/S.1272 - Trade Review Act - Support; H.R. 6500 - AGOA Extension Act - support H.R. 6504 - Haiti Economic Lift Program Extension Act - support Uyghur Forced Labor Prevention Act Implementation - communicate retail views Support efforts to retroactively renew and modernize the Generalized System of Preferences; Support efforts to renew the Miscellaneous Trade Bill; Support efforts to renew the Agrican Growth and Opportunity Act; Support efforts to renew Haiti preferences programs; Communicate retail views on the importance of international trade and the global value chain; Support elimination of the China 301 tariffs, a renewal of the China 301 tariff exclusion process and reinstatement of expired exclusions; Oppose efforts to revoke China PNTR ; Customs reauthorization - communicate retail views on trade facilitation and enforcement Digital trade - communicate importance of supporting digital trade for retail industry Communicate retailer views opposing termination of 2019 Agreement Suspending the Antidumping Duty Investigation on Fresh Tomatoes from Mexico; Communicate retail views on the Section 232 tariffs inclusions program; Communicate retail views on continuation of the United States-Mexico-Canada Agreement.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":54927,"prefix":"mr","prefix_display":"MR.","first_name":"DAVID","nickname":null,"middle_name":"GLENN","last_name":"FRENCH","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":39174,"prefix":null,"prefix_display":null,"first_name":"JONATHAN","nickname":null,"middle_name":null,"last_name":"GOLD","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":67531,"prefix":null,"prefix_display":null,"first_name":"JASON","nickname":null,"middle_name":null,"last_name":"STRACZEWSKI","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":68163,"prefix":null,"prefix_display":null,"first_name":"DYLAN","nickname":null,"middle_name":null,"last_name":"JEON","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":149668,"prefix":null,"prefix_display":null,"first_name":"ASHTON","nickname":null,"middle_name":null,"last_name":"WIGGINS","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":150860,"prefix":null,"prefix_display":null,"first_name":"MERCY","nickname":null,"middle_name":null,"last_name":"BEEHLER","suffix":null,"suffix_display":null},"covered_position":null,"new":true}],"government_entities":[{"id":24,"name":"Commerce, Dept of (DOC)"},{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":198,"name":"Natl Economic Council (NEC)"},{"id":1,"name":"SENATE"},{"id":90,"name":"Small Business Administration (SBA)"},{"id":39,"name":"State, Dept of (DOS)"},{"id":41,"name":"Treasury, Dept of"},{"id":184,"name":"U.S. Customs & Border Protection"},{"id":22,"name":"U.S. Trade Representative (USTR)"},{"id":12,"name":"White House Office"}]},{"general_issue_code":"CSP","general_issue_code_display":"Consumer Issues/Safety/Products","description":"Data Privacy, Data Security and AI - communication of retail views regarding data privacy and security issues, as well as retail use of artificial intelligence systems, including legislation affecting the collection, use, security and disclosure of personal information and self-regulatory programs providing data protection for consumers. Proposals to limit state regulation of AI systems. H.R. 6291, Children and Teens Online Privacy Protection Act; H.R. 3149, App Store Accountability Act; H.R. 6484, Kids Online Safety Act. CPSC Oversight issues - communication regarding product safety issues; overall agency reviews on key issues.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":39174,"prefix":null,"prefix_display":null,"first_name":"JONATHAN","nickname":null,"middle_name":null,"last_name":"GOLD","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":54927,"prefix":"mr","prefix_display":"MR.","first_name":"DAVID","nickname":null,"middle_name":"GLENN","last_name":"FRENCH","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":68163,"prefix":null,"prefix_display":null,"first_name":"DYLAN","nickname":null,"middle_name":null,"last_name":"JEON","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":67531,"prefix":null,"prefix_display":null,"first_name":"JASON","nickname":null,"middle_name":null,"last_name":"STRACZEWSKI","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":150861,"prefix":null,"prefix_display":null,"first_name":"CAROLINE","nickname":null,"middle_name":null,"last_name":"REPPERT","suffix":null,"suffix_display":null},"covered_position":null,"new":true}],"government_entities":[{"id":46,"name":"Consumer Product Safety Commission (CPSC)"},{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":1,"name":"SENATE"}]},{"general_issue_code":"EDU","general_issue_code_display":"Education","description":"Career and technical education issues generally.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":54927,"prefix":"mr","prefix_display":"MR.","first_name":"DAVID","nickname":null,"middle_name":"GLENN","last_name":"FRENCH","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":143036,"prefix":"mr","prefix_display":"MR.","first_name":"EDWIN","nickname":null,"middle_name":"WALTER","last_name":"EGEE","suffix":"v","suffix_display":"V"},"covered_position":null,"new":true}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":1,"name":"SENATE"}]},{"general_issue_code":"IMM","general_issue_code_display":"Immigration","description":"Deferred Action for Childhood Arrivals (DACA) Regulations; H-1B visas; H-2B visas; J-1 visas; DHS H-2B Regulations; American Dream and Promise Act; Asylum Seeker Work Authorization Act; DIGNITY Act; Essential Worker Immigration Act; Temporary Protected Status issues; CHNV Parole; Changes to EAD Policies; Changes to E-verify; BEACON Act (pre-introductions discussions) Support for Essential Workers for Economic Advancement Act (H.R. 5494).","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":54927,"prefix":"mr","prefix_display":"MR.","first_name":"DAVID","nickname":null,"middle_name":"GLENN","last_name":"FRENCH","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":143036,"prefix":"mr","prefix_display":"MR.","first_name":"EDWIN","nickname":null,"middle_name":"WALTER","last_name":"EGEE","suffix":"v","suffix_display":"V"},"covered_position":null,"new":false},{"lobbyist":{"id":67531,"prefix":null,"prefix_display":null,"first_name":"JASON","nickname":null,"middle_name":null,"last_name":"STRACZEWSKI","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":149668,"prefix":null,"prefix_display":null,"first_name":"ASHTON","nickname":null,"middle_name":null,"last_name":"WIGGINS","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":201,"name":"Homeland Security, Dept of (DHS)"},{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":38,"name":"Labor, Dept of (DOL)"},{"id":1,"name":"SENATE"},{"id":12,"name":"White House Office"}]},{"general_issue_code":"LAW","general_issue_code_display":"Law Enforcement/Crime/Criminal Justice","description":"Combating Organized Retail Crime Act (H.R. 2853, S. 1404) - support; Appropriations language to support an ORC Coordination Center; Retail views on organized retail crime and related issues. Issues related to litigation of essential internet customer-service tools under wiretapping and invasion of privacy acts.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":54927,"prefix":"mr","prefix_display":"MR.","first_name":"DAVID","nickname":null,"middle_name":"GLENN","last_name":"FRENCH","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":68163,"prefix":null,"prefix_display":null,"first_name":"DYLAN","nickname":null,"middle_name":null,"last_name":"JEON","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":39174,"prefix":null,"prefix_display":null,"first_name":"JONATHAN","nickname":null,"middle_name":null,"last_name":"GOLD","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":67531,"prefix":null,"prefix_display":null,"first_name":"JASON","nickname":null,"middle_name":null,"last_name":"STRACZEWSKI","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":149668,"prefix":null,"prefix_display":null,"first_name":"ASHTON","nickname":null,"middle_name":null,"last_name":"WIGGINS","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":37,"name":"Justice, Dept of (DOJ)"},{"id":1,"name":"SENATE"},{"id":12,"name":"White House Office"}]},{"general_issue_code":"SCI","general_issue_code_display":"Science/Technology","description":"Issues related to artificial intelligence (AI) and cybersecurity.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":150861,"prefix":null,"prefix_display":null,"first_name":"CAROLINE","nickname":null,"middle_name":null,"last_name":"REPPERT","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":[]},{"url":"https://lda.gov/api/v1/filings/2fe92921-4f0b-4fd3-b8e6-ed7e0eca942e/","filing_uuid":"2fe92921-4f0b-4fd3-b8e6-ed7e0eca942e","filing_type":"Q2","filing_type_display":"2nd Quarter - Report","filing_year":2026,"filing_period":"second_quarter","filing_period_display":"2nd Quarter (Apr 1 - June 30)","filing_document_url":"https://lda.gov/filings/public/filing/2fe92921-4f0b-4fd3-b8e6-ed7e0eca942e/print/","filing_document_content_type":"text/html","income":null,"expenses":"180000.00","expenses_method":"A","expenses_method_display":"A","posted_by_name":"Wayne Chopus, President & CEO","dt_posted":"2026-07-20T15:32:09-04:00","termination_date":null,"registrant_country":"United States of America","registrant_ppb_country":null,"registrant_address_1":"1717 K Street, NW","registrant_address_2":"Suite 900","registrant_different_address":true,"registrant_city":"Washington","registrant_state":"DC","registrant_zip":"20006","registrant":{"id":285494,"url":"https://lda.gov/api/v1/registrants/285494/","house_registrant_id":36990,"name":"INSURED RETIREMENT INSTITUTE","description":null,"address_1":"1717 K Street, NW","address_2":"Suite 900","address_3":null,"address_4":null,"city":"Washington","state":"DC","state_display":"District of Columbia","zip":"20006","country":"US","country_display":"United States of America","ppb_country":"US","ppb_country_display":"United States of America","contact_name":"PAUL RICHMAN","contact_telephone":"+1 202-469-3004","dt_updated":"2026-07-30T16:02:39.338642-04:00"},"client":{"id":176111,"url":"https://lda.gov/api/v1/clients/176111/","client_id":12,"name":"INSURED RETIREMENT INSTITUTE","general_description":null,"client_government_entity":false,"client_self_select":true,"state":"DC","state_display":"District of Columbia","country":"US","country_display":"United States of America","ppb_state":"DC","ppb_state_display":"District of Columbia","ppb_country":"US","ppb_country_display":"United States of America","effective_date":"2007-08-13"},"lobbying_activities":[{"general_issue_code":"INS","general_issue_code_display":"Insurance","description":"DOL - EBSA - Implementation of the Consolidated Appropriations Act, 2023, Division T - SECURE 2.0 Act of 2022 (Public Law No: 117-328). DOL - EBSA - Fiduciary Duties in Selecting Designated Investment Alternatives, RIN 1210-AC38. DOL - Proposed Rule on Automatic Portability Transactions Exemption - 29 CFR 255 (RIN 1210-AC21). Legislation to maintain and protect the diverse array of retirement plan structures. Legislation to provide favorable tax treatment for guaranteed lifetime income. Legislation to provide technical corrections and extension of effective dates to implement the SECURE 2.0 Act. Legislation and rulemaking affecting annuities, variable life products and retirement savings including Trump Administration and Congressional proposals on tax reform, ERISA, and securities laws. Legislation to clarify the annuity selection safe harbor (P.L.116-94, Div. O, Section 204) provides a plan sponsor with the same protections in selecting an annuity contract. Legislation to direct the SEC to allow the use of amended appropriate registration forms to authorize consistent registrations for non-variable products. Legislation to make a diverse slate of indexed and variable annuity contracts with guaranteed benefits eligible to be treated as QLACs to better meet the diverse needs of retirement savers. Legislation to make long-term care insurance tax-advantaged, accessible, and affordable. Legislation to provide balanced approach to regulating the use of AI by the insured retirement industry. Legislation to require defined contribution plans to offer participants the option to invest in protected, guaranteed lifetime income solutions for all or some of their account balances. Legislation to require plan fiduciaries to provide retirement income education to employees throughout their working years. Legislation to reform ERISA to reduce frivolous litigation. Proposals at the Department of Labor for increasing access to guaranteed, protected lifetime solutions. Proposals at the Department of Treasury/IRS for increasing access to guaranteed, protected lifetime income solutions. SEC - Implementation and Enforcement of Regulation BI and Form CRS. SEC - Implementation of Public Law No: 117-328, the Consolidated Appropriations Act, 2023, Division AA - Financial Services Matters, Title I-Registration for Index linked Annuities, Sec. 101. Parity for Registered Index-Linked Annuities Regarding Registration Rules. SEC - Final Rule - Registration for Index-Linked Annuities and Registered Market Value Adjustment Annuities; Amendments to Form N-4 for Index-Linked Annuities, Registered Market Value Adjustment Annuities, and Variable Annuities; Other Technical Amendments - 17 CFR Parts 230, 232, 239, and 274, RIN 3235-AN30. SEC/Treasury - Joint Proposed Rule by SEC & FinCEN - Customer Identification Programs for Registered Investment Advisers and Exempt Reporting Advisers - 17 CFR 275, 31 CFR 1032, RIN 1506-AB66, RIN 3235-AN34. SEC - Proposed Rule - Electronic Delivery of Information Under the Federal Securities Laws (RIN: 3235-AN57). SEC - Request for Comment - Novel ETFs (RIN 3235-AN81) SEC- Proposed Rule - Registered Offering Reform - 17 CFR Parts 210, 229, 230, 232, 239, 240, and 249 (RIN 3235-AN41). Treasury - Request for Information on Uses, Opportunities, and Risks of Artificial Intelligence in the Financial Services Sector - 89 FR 50048. Treasury - FSOC - Joint Trade Effort to Restore 2019 Nonbank Financial Institution Guidance. FINRA - Regulatory Notice - 25-04 - Rule Modernization Review Proposal. FINRA - Regulatory Notice - 25-05 - Outside Business Activities Proposed Rule. FINRA - Regulatory Notice - 25-07 - Supporting Modern Member Workplaces. FINRA - Regulatory Notice - 26-14 - Requests Comment on Proposed Changes to Modernize Rule 2210 (Communications with the Public). The President's Executive Order - Democratizing Access to Alternative Assets for 401(K) Investors (08/07/2025) (E.O. 14330). The Data Privacy Act (H.R.1165 - 118th Congress). The Empowering States to Protect Seniors from Bad Actors Act (H.R.5914 - 117th Congress). The E-SIGN Modernization Act of 2022 (S.3715 - 117th Congress). The General Accounts Product Clarifications Act (H.R.9515 - 117th Congress). The Lifetime Income for Employees Act of 2023 (H.R.3942 - 118th Congress). The SAFER Banking Act (S.2860 - 118th Congress). The Secure And Fair Enforcement (SAFE) Banking Act of 2023 (S.1323/H.R.2891 - 118th Congress). The Financial Fitness Act (H.R.8944-118th Congress). The Well-Being Insurance for Seniors to be at Home Act (H.R.2082-119th Congress). The Richard L. Trumka Protecting the Right to Organize (PRO) Act of 2025 (S.852/H.R.20 - 119th Congress). The Securing and Enabling Commerce Using Remote and Electronic (SECURE) Notarization Act of 2025 (S.1561/H.R.1777 - 119th Congress). The Auto Reenroll Act (S.1831/H.R.6729 - 119th Congress). The Retirement Investment Choice Act (H.R.5748 - 119th Congress). The Restoring Integrity on Fiduciary Duty Act (S.3086 - 119th Congress). The Saving for the Future Act (H.R.5887 - 119th Congress). The ERISA Litigation Reform Act (H.R.6084 - 119th Congress). The McCarran-Ferguson Protection Act (H.R.7130 - 119th Congress). The Form 5500 Filing Simplification Act (H.R.7362 - 119th Congress).","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":63574,"prefix":null,"prefix_display":null,"first_name":"PAUL","nickname":null,"middle_name":"JEFFREY","last_name":"RICHMAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":71044,"prefix":null,"prefix_display":null,"first_name":"JOHN","nickname":null,"middle_name":null,"last_name":"JENNINGS","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":188,"name":"Internal Revenue Service (IRS)"},{"id":38,"name":"Labor, Dept of (DOL)"},{"id":88,"name":"Securities & Exchange Commission (SEC)"},{"id":1,"name":"SENATE"},{"id":41,"name":"Treasury, Dept of"}]},{"general_issue_code":"RET","general_issue_code_display":"Retirement","description":"Amends IRS Code to establish Auto Reenrollment Tax Credit (S.2512 - 118th Congress). DOL - EBSA - Implementation of the Consolidated Appropriations Act, 2023, Division T - SECURE 2.0 Act of 2022 (Public Law No: 117-328). DOL - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). DOL - Proposed Rule on Automatic Portability Transactions Exemption - 29 CFR 255 (RIN 1210-AC21). DOL Guidance on Pension‑Linked Emergency Savings Accounts. DOL - EBSA - Final Rule - Prohibited Transaction Class Exemption 84-14 for Transactions Determined by Independent Qualified Professional Asset Managers (the QPAM Exemption) (RIN 1210-ZA07). DOL- EBSA - Proposed Rule - Pooled Employer Plans: Big Plans for Small Businesses (RIN 1210-AC10). DOL - Joint Trade Letter to Chavez-DeRemer - ERISA Litigation Reform-Reduction. DOL - EBSA - Fiduciary Duties in Selecting Designated Investment Alternatives, RIN 1210-AC38. DOL - EBSA - Requirement To Provide Paper Statements in Certain Cases-Amendments to Electronic Disclosure Safe Harbors. DOL - WH - Employee or Independent Contractor Status Under the Fair Labor Standards Act, Family and Medical Leave Act, and Migrant and Seasonal Agricultural Worker Protection Act, RIN 1235-AA46 (2026). DOL - EBSA - Proposed Rule - Amendment to Prohibited Transaction Exemption Procedures - 29 CFR 2570 (RIN: 1210-AC42) DOL - EBSA - Proposed Rule - Loyalty and the Exclusive Purpose Rule in Selecting Plan Investments and Exercising Shareholder Rights - 29 CFR 2550.404a-1 (RIN: 1210-AC37). Joint Resolution providing for congressional disapproval of the Department of Labors Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights Rule (S.J.Res.8/H.J. Res.30 - 118th Congress). Legislation and rulemaking affecting 403(b) retirement plans and federal and state regulations governing their administration and operation. Legislation establishing a federal regulatory framework to oversee the cryptocurrency market in and use of cryptocurrency in retirement plans. Legislation to clarify Form 5500 reporting requirement for retirement plans filing under a Group of Plans. Legislation to maintain and protect the diverse array of retirement plan structures. Legislation to prohibit IRSs use of private debt collection agencies for individuals over the age of 65. Legislation to promote, preserve and maintain tax-deferred treatment of retirement savings. Legislation to provide favorable tax treatment for guaranteed lifetime income. Legislation to provide technical corrections and extension of effective dates to implement the SECURE 2.0 Act. Legislation and rulemaking affecting annuities, variable life products and retirement savings including Trump Administration and Congressional proposals on tax reform, ERISA, and securities laws. Legislation to clarify the annuity selection safe harbor (P.L.116-94, Div. O, Section 204) provides a plan sponsor with the same protections in selecting an annuity contract. Legislation to direct the SEC to allow the use of amended appropriate registration forms to authorize consistent registrations for non-variable products. Legislation to ensure a balanced approach to the regulation of environmental, social, and governance investments. Legislation to increase protections and safeguards for personal financial information. Legislation to make a diverse slate of indexed and variable annuity contracts with guaranteed benefits eligible to be treated as QLACs to better meet the diverse needs of retirement savers. Legislation to make long-term care insurance tax-advantaged, accessible, and affordable. Legislation to provide balanced approach to regulating the use of AI by the insured retirement industry. Legislation to require defined contribution plans to offer participants the option to invest in protected, guaranteed lifetime income solutions for all or some of their account balances. Legislation to require inclusion of longevity risk language in annual plan notices. Legislation to require plan fiduciaries to provide retirement income education to employees throughout their working years. Legislation to reform ERISA to reduce frivolous litigation. Proposals at the Department of Labor for increasing access to guaranteed, protected lifetime solutions. Proposals at the Department of Labor to Rescind \"ESG Rule\" and Draft \"Anti-ESG Rule.\" Proposals at the Department of Treasury/IRS for increasing access to guaranteed, protected lifetime income solutions. SEC - FINRA - Proposed Rule Change to Extend the Effectiveness of Temporary FINRA Rule 3110.17 - SR-FINRA-2021-023. SEC - Implementation and Enforcement of Regulation BI and Form CRS. SEC - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). SEC - Implementation of Public Law No: 117-328, the Consolidated Appropriations Act, 2023, Division AA - Financial Services Matters, Title I-Registration for Index linked Annuities, Sec. 101. Parity for Registered Index-Linked Annuities Regarding Registration Rules. SEC - Final Rule - Registration for Index-Linked Annuities and Registered Market Value Adjustment Annuities; Amendments to Form N-4 for Index-Linked Annuities, Registered Market Value Adjustment Annuities, and Variable Annuities; Other Technical Amendments - 17 CFR Parts 230, 232, 239, and 274, RIN 3235-AN30. The President's Executive Order - Democratizing Access to Alternative Assets for 401(K) Investors (08/07/2025) (E.O. 14330). The Data Privacy Act (H.R.1165 - 118th Congress). The Empowering States to Protect Seniors from Bad Actors Act (H.R.5914 - 117th Congress). The E-SIGN Modernization Act of 2022 (S.3715 - 117th Congress). The Financial Freedom Act of 2023 (S.427/H.R.1177 - 118th Congress). The Financial Innovation and Technology for the 21st Century Act (H.R.4763 - 118th Congress). The General Accounts Product Clarifications Act (H.R.9515 - 117th Congress). The Lifetime Income for Employees Act of 2023 (H.R.3942 - 118th Congress). The Lummis-Gillibrand Responsible Financial Innovation Act (S.2281 - 118th Congress). The Portable Benefits for Independent Workers Pilot Program Act (S.1696/H.R.3482 - 118th Congress). The RETIRE Act (H.R. 5339 - 118th Congress). The SAFER Banking Act (S.2860 - 118th Congress). The Secure And Fair Enforcement (SAFE) Banking Act of 2023 (S.1323/H.R.2891 - 118th Congress). The Small Business Tax Fairness Act (S.2387 - 117th Congress). The Small Businesses Add Value for Employees (SAVE) Act (H.R.4637 - 115th Congress). The Expanding Access to Retirement Savings for Caregivers Act (H.R.6772 - 118th Congress). The Elder Justice Reauthorization and Modernization Act of 2023 (S.1198/H.R.2718-118th Congress). The Ensuring Sound Guidance Act (S.2282/H.R.4237 - 118th Congress). The Expanding Access to Capital Act (H.R.2799 - 118th Congress). The Financial Fitness Act (H.R.8944 - 118th Congress). The Empowering Main Street in America Act (S.5139 - 118th Congress). The Retirement Fairness for Charities and Educational Institutions Act of 2025 (S.424/H.R.1013-119th Congress). The GUARD Act (H.R.2978 - 119th Congress). The Protecting Prudent Investment of Retirement Savings Act (H.R.2988 - 119th Congress). The Retirement Proxy Protection Act (H.R. 1996 - 119th Congress). The Retirement Savings for Americans Act (S.1526/H.R.2696 - 119th Congress). The Balancing the Scales Act (H.R.2958 - 119th Congress). The EBSA Investigations Transparency Act (H.R.2869 - 119th Congress). The Employee Ownership Fairness Act (S.1727 - 119th Congress). The Employee Ownership Financing Act (S.2458 - 119th Congress). The Employee Ownership Representation Act (S.1728 - 119th Congress). The Financial Exploitation Prevention Act of 2025 (S.2840/H.R.2478 - 119th Congress). The Helping Young Americans Save for Retirement Act (H.R.4718/S.1707 - 119th Congress). The Improving Disclosure for Investors Act 2024/2025 (S.1877/H.R.2441 - 119th Congress). The Independent Retirement Fairness Act (S.2217 - 119th Congress). The Promotion and Expansion of Private Employee Ownership Act (S.2461 - 119th Congress). The Richard L. Trumka Protecting the Right to Organize (PRO) Act of 2025 (S.852/H.R.20 - 119th Congress). The Securing and Enabling Commerce Using Remote and Electronic (SECURE) Notarization Act of 2025 (S.1561/H.R.1777 - 119th Congress). The Unlocking Benefits for Independent Workers Act (S.2210 - 119th Congress). The Auto Reenroll Act (S.1831/H.R.6729 - 119th Congress). The Automatic IRA Act of 2025 (H.R.6722-119th Congress). The ERISA Litigation Reform Act (H.R.6084 - 119th Congress). The Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 (H.R.3383 - 119th Congress). The Providing Complete Information to Retirement Investors Act (S.3083 - 119th Congress). The Restoring Integrity on Fiduciary Duty Act (S.3086 - 119th Congress). The Retirement Investment Choice Act (H.R.5748 - 119th Congress). The Saving for the Future Act (H.R.5887 - 119th Congress). The Retirement Simplification and Clarity Act (H.R. 6324 - 119th Congress). The Senior Security Act (S.4055/H.R.1469-119th Congress). The Small Nonprofit Retirement Security Act (S.2365/H.R.4548 - 119th Congress). The Pensions for All Act (S.2335/H.R.7556 - 119th Congress). The ABLE Tomorrow Act (S.4498 - 119th Congress). The Catching Up Family Caregivers Act (S.4291/H.R.8273-119th Congress). The Form 5500 Filing Simplification Act (H.R.7362 - 119th Congress). The Improving Retirement Security for Family Caregivers Act (S.4292/H.R.8274-119th Congress). The Investigation Status and Governance for Honest Transparency Act (S.4360 - 119th Congress). The Optimizing Participant Tax Incentives through Optional Noncash Selections Act (H.R.8314-119th Congress). Treasury - IRS - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). Treasury - IRS - Implementation of Public Law No: 117-328, the Consolidated Appropriations Act, 2023, Division T - SECURE 2.0 Act of 2022. Treasury - Request for Information on Financial Inclusion - 88 FR 88702 - Treas-Do-2023-0014. Treasury - FSOC - Joint Trade Effort to Restore 2019 Nonbank Financial Institution Guidance.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":63574,"prefix":null,"prefix_display":null,"first_name":"PAUL","nickname":null,"middle_name":"JEFFREY","last_name":"RICHMAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":71044,"prefix":null,"prefix_display":null,"first_name":"JOHN","nickname":null,"middle_name":null,"last_name":"JENNINGS","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":188,"name":"Internal Revenue Service (IRS)"},{"id":38,"name":"Labor, Dept of (DOL)"},{"id":88,"name":"Securities & Exchange Commission (SEC)"},{"id":1,"name":"SENATE"},{"id":41,"name":"Treasury, Dept of"}]},{"general_issue_code":"TAX","general_issue_code_display":"Taxation/Internal Revenue Code","description":"Amends IRS Code to establish Auto Reenrollment Tax Credit (S.2512 - 118th Congress). DOL - EBSA - Implementation of the Consolidated Appropriations Act, 2023, Division T - SECURE 2.0 Act of 2022 (Public Law No: 117-328). DOL - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). DOL Guidance on Pension‑Linked Emergency Savings Accounts. DOL - EBSA - Final Rule - Prohibited Transaction Class Exemption 84-14 for Transactions Determined by Independent Qualified Professional Asset Managers (the QPAM Exemption) (RIN 1210-ZA07). DOL - EBSA - Proposed Rule - Pooled Employer Plans: Big Plans for Small Businesses (RIN 1210-AC10). DOL - EBSA - Fiduciary Duties in Selecting Designated Investment Alternatives, RIN 1210-AC38. DOL - EBSA - Requirement To Provide Paper Statements in Certain Cases-Amendments to Electronic Disclosure Safe Harbors. DOL - WH - Employee or Independent Contractor Status Under the Fair Labor Standards Act, Family and Medical Leave Act, and Migrant and Seasonal Agricultural Worker Protection Act, RIN 1235-AA46 (2026). DOL - EBSA - Proposed Rule - Amendment to Prohibited Transaction Exemption Procedures - 29 CFR 2570 (RIN: 1210-AC42). DOL - EBSA - Proposed Rule - Loyalty and the Exclusive Purpose Rule in Selecting Plan Investments and Exercising Shareholder Rights - 29 CFR 2550.404a-1 (RIN: 1210-AC37). The President's Executive Order - Democratizing Access to Alternative Assets for 401(K) Investors (08/07/2025) (E.O. 14330). Legislation and rulemaking affecting 403(b) retirement plans and federal and state regulations governing their administration and operation. Legislation to prohibit IRSs use of private debt collection agencies for individuals over the age of 65. Legislation to promote, preserve and maintain tax-deferred treatment of retirement savings. Legislation to provide favorable tax treatment for guaranteed lifetime income. Legislation to provide technical corrections and extension of effective dates to implement the SECURE 2.0 Act. Legislation and rulemaking affecting annuities, variable life products and retirement savings including Trump Administration and Congressional proposals on tax reform, ERISA, and securities laws. Legislation to make a diverse slate of indexed and variable annuity contracts with guaranteed benefits eligible to be treated as QLACs to better meet the diverse needs of retirement savers. Legislation to make long-term care insurance tax-advantaged, accessible, and affordable. Legislation to require defined contribution plans to offer participants the option to invest in protected, guaranteed lifetime income solutions for all or some of their account balances. Proposals at the Department of Labor for increasing access to guaranteed, protected lifetime solutions. Proposals at the Department of Labor to Rescind \"ESG Rule\" and Draft \"Anti-ESG Rule.\" Proposals at the Department of Treasury/IRS for increasing access to guaranteed, protected lifetime income solutions. SEC - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). SEC/Treasury - Joint Proposed Rule by SEC & FinCEN - Customer Identification Programs for Registered Investment Advisers and Exempt Reporting Advisers - 17 CFR 275, 31 CFR 1032, RIN 1506-AB66, RIN 3235-AN34. The Lifetime Income for Employees Act of 2023 (H.R.3942 - 118th Congress). The Portable Benefits for Independent Workers Pilot Program Act (S.1696/H.R.3482 - 118th Congress). The Small Business Tax Fairness Act (S.2387 - 117th Congress). The Small Businesses Add Value for Employees (SAVE) Act (H.R.4637 - 115th Congress). To amend the Internal Revenue Code of 1986 to permit the rollover contributions from Roth IRAs to designated Roth accounts (H.R.6757 - 118th Congress). The Expanding Access to Retirement Savings for Caregivers Act (H.R.6772 - 118th Congress). The Well-Being Insurance for Seniors to be at Home Act (H.R.2082 - 119th Congress). The Generating Retirement Ownership through Long-Term Holding Act (S.1839/H.R.2089 - 119th Congress). The Retirement Savings for Americans Act (S.1526/H.R.2696 - 119th Congress). The Tax Relief for Victims of Crimes, Scams, and Disasters Act (S.1773/H.R.3469 - 119th Congress). The Financial Exploitation Prevention Act of 2025 (S.2840/H.R.2478 - 119th Congress). The Helping Young Americans Save for Retirement Act (H.R.4718/S.1707 - 119th Congress). The Promotion and Expansion of Private Employee Ownership Act (S.2461 - 119th Congress). The Protecting Prudent Investment of Retirement Savings Act (H.R.2988 - 119th Congress). The Securing and Enabling Commerce Using Remote and Electronic (SECURE) Notarization Act of 2025 (S.1561/H.R.1777 - 119th Congress). The Auto Reenroll Act (S.1831/H.R.6729 - 119th Congress). The Automatic IRA Act of 2025 (H.R.6722 - 119th Congress). The Saving for the Future Act (H.R.5887 - 119th Congress). The Retirement Simplification and Clarity Act (H.R. 6324 - 119th Congress). The Small Nonprofit Retirement Security Act (S.2365/H.R.4548 - 119th Congress). The Pensions for All Act (S.2335/H.R.7556 - 119th Congress). The ABLE Tomorrow Act (S.4498 - 119th Congress). The Catching Up Family Caregivers Act (S.4291/H.R.8273-119th Congress). The Form 5500 Filing Simplification Act (H.R.7362 - 119th Congress) The Improving Retirement Security for Family Caregivers Act (S.4292/H.R.8274 - 119th Congress). The Optimizing Participant Tax Incentives through Optional Noncash Selections Act (H.R.8314-119th Congress). Treasury - IRS - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). Treasury - IRS - Implementation of Public Law No: 117-328, the Consolidated Appropriations Act, 2023, Division T - SECURE 2.0 Act of 2022. Treasury - Request for Information on Uses, Opportunities, and Risks of Artificial Intelligence in the Financial Services Sector - 89 FR 50048. Treasury - FinCEN - Final Rule on AML/CFT Program and Suspicious Activity Report Filing Requirements for RIAs and Exempt Reporting Advisers (RIN 1506-AB58). Treasury - IRS - Final Rule Required Minimum Distributions - 87 FR 10504, 26 CFR 1 and 26 CFR 54, REG-105954-20 (RIN 1545-BP82). Treasury - FSOC - Joint Trade Effort to Restore 2019 Nonbank Financial Institution Guidance.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":63574,"prefix":null,"prefix_display":null,"first_name":"PAUL","nickname":null,"middle_name":"JEFFREY","last_name":"RICHMAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":71044,"prefix":null,"prefix_display":null,"first_name":"JOHN","nickname":null,"middle_name":null,"last_name":"JENNINGS","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":188,"name":"Internal Revenue Service (IRS)"},{"id":38,"name":"Labor, Dept of (DOL)"},{"id":88,"name":"Securities & Exchange Commission (SEC)"},{"id":1,"name":"SENATE"},{"id":41,"name":"Treasury, Dept of"}]},{"general_issue_code":"FIN","general_issue_code_display":"Financial Institutions/Investments/Securities","description":"DOL - Proposed Rule on Automatic Portability Transactions Exemption - 29 CFR 255 (RIN 1210-AC21). DOL - EBSA - Fiduciary Duties in Selecting Designated Investment Alternatives, RIN 1210-AC38. FINRA - Regulatory Notice - 25-04 - Rule Modernization Review Proposal. FINRA - Regulatory Notice - 25-05 - Outside Business Activities Proposed Rule. FINRA - Regulatory Notice - 25-07 - Supporting Modern Member Workplaces. FINRA - Regulatory Notice - 26-14 - Requests Comment on Proposed Changes to Modernize Rule 2210 (Communications with the Public). Legislation establishing a federal regulatory framework to oversee the cryptocurrency market in and use of cryptocurrency in retirement plans. Legislation to provide favorable tax treatment for guaranteed lifetime income. Legislation and rulemaking affecting annuities, variable life products and retirement savings including Trump Administration and Congressional proposals on tax reform, ERISA, and securities laws. Legislation to direct the SEC to allow the use of amended appropriate registration forms to authorize consistent registrations for non-variable products. Legislation to ensure a balanced approach to the regulation of environmental, social, and governance investments. Legislation to increase protections and safeguards for personal financial information. Legislation to make a diverse slate of indexed and variable annuity contracts with guaranteed benefits eligible to be treated as QLACs to better meet the diverse needs of retirement savers. Legislation to provide balanced approach to regulating the use of AI by the insured retirement industry. Proposals at the Department of Labor for increasing access to guaranteed, protected lifetime solutions. Proposals at the Department of Labor to Rescind \"ESG Rule\" and Draft \"Anti-ESG Rule.\" Proposals at the Department of Treasury/IRS for increasing access to guaranteed, protected lifetime income solutions. SEC - Implementation and Enforcement of Regulation BI and Form CRS. SEC - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). SEC - Implementation of Public Law No: 117-328, the Consolidated Appropriations Act, 2023, Division AA - Financial Services Matters, Title I-Registration for Index linked Annuities, Sec. 101. Parity for Registered Index-Linked Annuities Regarding Registration Rules. SEC/Treasury - Joint Proposed Rule by SEC & FinCEN - Customer Identification Programs for Registered Investment Advisers and Exempt Reporting Advisers - 17 CFR 275, 31 CFR 1032, RIN 1506-AB66, RIN 3235-AN34. SEC - Final Rule - Registration for Index-Linked Annuities and Registered Market Value Adjustment Annuities; Amendments to Form N-4 for Index-Linked Annuities, Registered Market Value Adjustment Annuities, and Variable Annuities; Other Technical Amendments - 17 CFR Parts 230, 232, 239, and 274, RIN 3235-AN30. SEC - Proposed Rule - Electronic Delivery of Information Under the Federal Securities Laws (RIN: 3235-AN57). SEC - Request for Comment - Novel ETFs (RIN 3235-AN81). SEC- Proposed Rule - Registered Offering Reform - 17 CFR Parts 210, 229, 230, 232, 239, 240, and 249 (RIN 3235-AN41). The President's Executive Order - Democratizing Access to Alternative Assets for 401(K) Investors (08/07/2025) (E.O. 14330). The Data Privacy Act (H.R.1165 - 118th Congress). The Empowering States to Protect Seniors from Bad Actors Act (H.R.5914 - 117th Congress). The E-SIGN Modernization Act of 2022 (S.3715 - 117th Congress). The Financial Freedom Act of 2023(S.427/H.R.1177 - 118th Congress). The Financial Innovation and Technology for the 21st Century Act (H.R.4763 - 118th Congress). The Improving Corporate Governance Through Diversity Act of 2023 (S.2007/H.R.4177 - 118th Congress). The Lummis-Gillibrand Responsible Financial Innovation Act (S.2281 - 118th Congress). The No Discrimination in My Benefits Act (H.R.5338 - 118th Congress). The RETIRE Act (H.R.5339 - 118th Congress). The Retirement Proxy Protection Act (H.R.5337 - 118th Congress). The SAFER Banking Act (S.2860 - 118th Congress). The Secure And Fair Enforcement (SAFE) Banking Act of 2023 (S.1323/H.R.2891 - 118th Congress). The Elder Justice Reauthorization and Modernization Act of 2023 (S.1198/H.R.2718 - 118th Congress). The Ensuring Sound Guidance Act (S.2282/H.R.4237 - 118th Congress). The Expanding Access to Capital Act (H.R.2799 - 118th Congress). The Empowering Main Street in America Act (S.5139 - 118th Congress). The Retirement Fairness for Charities and Educational Institutions Act of 2025 (S.424/H.R.1013-119th Congress). The Protecting Prudent Investment of Retirement Savings Act (H.R.2988 - 119th Congress). The Tax Relief for Victims of Crimes, Scams, and Disasters Act (S.1773/H.R.3469 - 119th Congress). The Financial Exploitation Prevention Act of 2025 (S.2840/H.R.2478 - 119th Congress). The Helping Young Americans Save for Retirement Act (H.R.4718/S.1707 - 119th Congress). The Improving Disclosure for Investors Act 2024/2025(S.1877/H.R.2441 - 119th Congress). The Securing and Enabling Commerce Using Remote and Electronic (SECURE) Notarization Act of 2025 (S.1561/H.R.1777 - 119th Congress). The Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 (H.R.3383 - 119th Congress). The Retirement Investment Choice Act (H.R.5748 - 119th Congress). The Senior Security Act (S.4055/H.R.1469 - 119th Congress). The Catching Up Family Caregivers Act (S.4291/H.R.8273 - 119th Congress). Treasury - IRS - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). Treasury - Request for Information on Uses, Opportunities, and Risks of Artificial Intelligence in the Financial Services Sector - 89 FR 50048. Treasury - FSOC - Joint Trade Effort to Restore 2019 Nonbank Financial Institution Guidance.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":63574,"prefix":null,"prefix_display":null,"first_name":"PAUL","nickname":null,"middle_name":"JEFFREY","last_name":"RICHMAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":71044,"prefix":null,"prefix_display":null,"first_name":"JOHN","nickname":null,"middle_name":null,"last_name":"JENNINGS","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":188,"name":"Internal Revenue Service (IRS)"},{"id":38,"name":"Labor, Dept of (DOL)"},{"id":88,"name":"Securities & Exchange Commission (SEC)"},{"id":1,"name":"SENATE"},{"id":41,"name":"Treasury, Dept of"}]}],"conviction_disclosures":[],"foreign_entities":[],"affiliated_organizations":[]},{"url":"https://lda.gov/api/v1/filings/a888f8b8-f319-4885-a41b-1270a718b84b/","filing_uuid":"a888f8b8-f319-4885-a41b-1270a718b84b","filing_type":"Q2","filing_type_display":"2nd Quarter - Report","filing_year":2026,"filing_period":"second_quarter","filing_period_display":"2nd Quarter (Apr 1 - June 30)","filing_document_url":"https://lda.gov/filings/public/filing/a888f8b8-f319-4885-a41b-1270a718b84b/print/","filing_document_content_type":"text/html","income":null,"expenses":"170000.00","expenses_method":"A","expenses_method_display":"A","posted_by_name":"Lillian Adelstein","dt_posted":"2026-07-20T16:53:30-04:00","termination_date":null,"registrant_country":"United States of America","registrant_ppb_country":null,"registrant_address_1":"1828 L St., NW","registrant_address_2":"Suite 810","registrant_different_address":true,"registrant_city":"Washington","registrant_state":"DC","registrant_zip":"20036","registrant":{"id":400296395,"url":"https://lda.gov/api/v1/registrants/400296395/","house_registrant_id":40282,"name":"J STREET","description":"Pro-Israel, Pro-Peace Lobby (Foreign Policy)","address_1":"1828 L St., NW","address_2":"Suite 810","address_3":null,"address_4":null,"city":"Washington","state":"DC","state_display":"District of Columbia","zip":"20036","country":"US","country_display":"United States of America","ppb_country":"US","ppb_country_display":"United States of America","contact_name":"LILY ADELSTEIN","contact_telephone":"+1 202-699-2701","dt_updated":"2026-07-22T16:54:34.593409-04:00"},"client":{"id":188984,"url":"https://lda.gov/api/v1/clients/188984/","client_id":12,"name":"J STREET","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":"2008-07-01"},"lobbying_activities":[{"general_issue_code":"FOR","general_issue_code_display":"Foreign Relations","description":"H.R.959 - Combating International Islamophobia Act S.805 - Combating International Islamophobia Act S.898 - UNRWA Funding Emergency Restoration Act of 2025 H.R.2411 - UNRWA Funding Emergency Restoration Act of 2025 S.Res.68 - A resolution expressing the sense of the Senate that the United States shall not deploy United States military assets or personnel to Gaza for purposes of \"taking over\" Gaza. H.R.23 - Illegitimate Court Counteraction Act H.R.1422 - Enhanced Iran Sanctions Act of 2025 S. 556 - Enhanced Iran Sanctions Act of 2025 S.554 - United States-Israel Defense Partnership Act of 2025 H.R.1229 - United States-Israel Defense Partnership Act of 2025 S.1128 - Stop Taxpayer Funding of Hamas Act S.J.Res.20 - A joint resolution providing for congressional disapproval of the proposed foreign military sale to Israel of certain defense articles and services. S.J.Res.21 - A joint resolution providing for congressional disapproval of the proposed foreign military sale to Israel of certain defense articles and services. S.J.Res.22 - A joint resolution providing for congressional disapproval of the proposed foreign military sale to Israel of certain defense articles and services. S.J.Res.23 - A joint resolution providing for congressional disapproval of the proposed license amendment for the export to Israel of certain defense articles and services. S.J.Res.25 - A joint resolution providing for congressional disapproval of the proposed foreign military sale to Israel of certain defense articles and services. S.J.Res.26 - A joint resolution providing for congressional disapproval of the proposed foreign military sale to Israel of certain defense articles and services. S.J.Res.32 - A joint resolution providing for congressional disapproval of the proposed foreign military sale to the Government of Israel of certain defense articles and services. S.J.Res.33 - A joint resolution providing for congressional disapproval of the proposed foreign military sale to the Government of Israel of certain defense articles and services. S.J.Res.34 - A joint resolution providing for congressional disapproval of the proposed foreign military sale to the Government of Israel of certain defense articles and services. S.J.Res.35 - A joint resolution providing for congressional disapproval of the report of enhancement or upgrade of sensitive foreign military related to a sale to the Government of Israel of certain defense articles and services. S.J.Res.40 - A joint resolution providing for congressional disapproval of the proposed export of certain defense articles to Israel. S.J.Res.41 - A joint resolution providing for congressional disapproval of the proposed export of certain defense articles to Israel. S.J.Res.42 - A joint resolution providing for congressional disapproval of the proposed export of certain defense articles to Israel. H.J.Res.71 - Providing for congressional disapproval of the proposed foreign military sale to Israel of certain defense articles and services. H.J.Res.70 - Providing for congressional disapproval of the proposed license amendment for the export to Israel of certain defense articles and services. H.J.Res.69 - Providing for congressional disapproval of the proposed foreign military sale to Israel of certain defense articles and services. H.J.Res.68 - Providing for congressional disapproval of the proposed foreign military sale to Israel of certain defense articles and services. H.R.2619 - No Paydays for Hostage-Takers Act H.J.Res.83 - Providing for congressional disapproval of the proposed foreign military sale to Israel of certain defense articles and services. H.J.Res.84 - Providing for congressional disapproval of the proposed foreign military sale to Israel of certain defense articles and services. H.J.Res.85 - Providing for congressional disapproval of the proposed foreign military sale to Israel of certain defense articles and services. H.J.Res.86 - Providing for congressional disapproval of the report of enhancement or upgrade of sensitive foreign military related to a sale to the Government of Israel of certain defense articles and services. H.R.1196 - Protect U.S. National Security Act S.491 - Foreign Assistance Accountability and Oversight Act H.Res.473 - Calling for the urgent delivery and disbursement of humanitarian aid to address the needs of civilians in Gaza. H.R.3565 - To provide for a limitation on the transfer of defense articles and defense services to Israel. H.Res.413 - Condemning Hamas for its premeditated, coordinated, and brutal terrorist attacks on October 7, 2023, against Israel and demanding that Hamas immediately release all remaining hostages and return them to safety, and for other purposes. S.Res.227 - A resolution condemning Hamas for its premeditated, coordinated, and brutal terrorist attacks on October 7, 2023, against Israel and demanding that Hamas immediately release all remaining hostages and return them to safety, and for other purposes. S.Res.410 - A resolution calling on the President to recognize a demilitarized State of Palestine, as consistent with international law and the principles of a two-state solution, alongside a secure State of Israel. H.R.5300 - Department of State Policy Provisions Act, all sections and amendments related to the Israeli-Palestinian conflict, Israel, Iran, antisemitism, Palestine. H.R.6297 - PEACE Act H.R.6230 - Tehran Incitement to Violence Act H.Res.409 - Recognizing the ongoing Nakba and Palestinian refugees' rights. S.Res.224 - A resolution calling for the urgent delivery of humanitarian aid to address the needs of civilians in Gaza. H.R.1800 - Solidify Iran Sanctions Act of 2025 H.Con.Res.38 - Directing the President pursuant to section 5(c) of the War Powers Resolution to remove United States Armed Forces from unauthorized hostilities in the Islamic Republic of Iran. H.Con.Res.40 - Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with Iran. S.2087 - No War Against Iran Act S.J.Res.59 - A joint resolution to direct the removal of United States Armed Forces from hostilities against the Islamic Republic of Iran that have not been authorized by Congress. H.Res.521 - Standing with Israel as it works to dismantle Iran's nuclear enrichment capabilities and defends itself against Iranian attacks on civilians. H.R.3045 - West Bank Violence Prevention Act of 2025 S.2667 - West Bank Violence Prevention Act of 2025 H.Res.795 - Condemning the Hamas attacks of October 7, 2023, and calling for Hamas and its leaders to immediately and unconditionally surrender and to release the hostages, including Americans. H.R.4215 - International Traffic in Arms Regulations Licensing Reform Act H.R.4216 - Made-in-America Defense Act H.R.2505 - Block the Use of Transatlantic Technology in Iranian Made Drones Act H.R.3613 - Streamlining Foreign Military Sales Act of 2025 H.R.4335 - Abraham Accords Defense Against Terror Act H.Res.588 - Condemning the slogan \"Globalize the Intifada\" as a call to violence against Israeli and Jewish people across the world and urging United States national, State, and local leaders to condemn it as such. H.R.4303 - To establish a Special Envoy for Humanitarian Aid Workers, and for other purposes. H.Res.839 - Condemning Hamas for assassinating innocent Palestinians. S.3420 - Commitment to Aid Workers Act H.R.4397 - Muslim Brotherhood Terrorist Designation Act of 2025 H.Res.876 - Recognizing the genocide of the Palestinian people in Gaza. H.Con.Res.83 - Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove the United States Armed Forces from hostilities in Lebanon that have not been authorized by Congress. H.Res.1146 - Standing with the people of Lebanon against the illegal invasion, war crimes, and ethnic cleansing perpetrated by the State of Israel. H.R.7178 - U.S.-Israel Anti-Killer Drone Act of 2026 H.R.6230 - Tehran Incitement to Violence Act H.R.7540 - United States-Israel FUTURES Act of 2026 S.3855 - United States-Israel Framework for Upgraded Technologies, Unified Research, and Enhanced Security (FUTURES) Act of 2026 S.J.Res.136 - A joint resolution providing for congressional disapproval of the proposed licensing of certain defense articles and services to Israel. S.J.Res.137 - A joint resolution providing for congressional disapproval of the proposed foreign military sale to the Government of Israel of certain defense articles and services. S.J.Res.138 - A joint resolution providing for congressional disapproval of the proposed foreign military sale to the Government of Israel of certain defense articles and services. S.J.Res.114 - A joint resolution to direct the removal of United States Armed Forces from hostilities within or against the Islamic Republic of Iran that have not been authorized by Congress. S.J.Res.115 - A joint resolution to direct the removal of United States Armed Forces from hostilities within or against the Islamic Republic of Iran that have not been authorized by Congress. S.J.Res.116 - A joint resolution to direct the removal of United States Armed Forces from hostilities within or against the Islamic Republic of Iran that have not been authorized by Congress. S.J.Res.117 - A joint resolution to direct the removal of United States Armed Forces from hostilities within or against the Islamic Republic of Iran that have not been authorized by Congress. S.J.Res.118 - A joint resolution to direct the removal of United States Armed Forces from hostilities within or against the Islamic Republic of Iran that have not been authorized by Congress. S.J.Res.123 - A joint resolution to direct the removal of United States Armed Forces from hostilities within or against the Islamic Republic of Iran that have not been authorized by Congress. S.J.Res.104 - A joint resolution to direct the removal of United States Armed Forces from hostilities within or against the Islamic Republic of Iran that have not been authorized by Congress. H.Res.1099 - Reaffirming Iran remains the largest state sponsor of terrorism. H.R.7545 - Defending the Human Rights of Palestinian Children and Families Living Under Israeli Military Occupation Act H.R.7281 - Justice for Shireen Act S.3634 - AWARE Act of 2026 H.Res.993 - Recognizing and expressing support for the Iranian people protesting for a free and democratic Iran. H.R.7645 - Ceasefire Compliance Act of 2026 H.R.7565 - Food for Palestinian Children and Families in Gaza Act of 2026 H.Res.1092 - Condemning Israeli settlement expansion, settler violence, and related human rights abuses in the West Bank, and calling for accountability and specific United States policy responses to deter further violations and protect the viability of a negotiated two-State solution. H.R.3307 - Eastern Mediterranean Gateway Act S. 4443 - Eastern Mediterranean Gateway Act S.4278 - PEACE Act H.R.8661 - Foreign Military Financing Loan Authorization Act of 2026 H.R.8649 - Expanding the Defense Industrial Base Sales Act S.Res.797 - A resolution requesting information on Israel's human rights practices pursuant to section 502B(c) of the Foreign Assistance Act of 1961. H.R.9147 - Abraham Accords Expansion Act of 2026 H.Res.1289 - Recognizing the ongoing Nakba and Palestinian refugees' rights. H.Con.Res.75 - Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove the United States Armed Forces from hostilities against the Islamic Republic of Iran. H.Con.Res.84 - Directing the President pursuant to section 5(c) of the War Powers Resolution to remove United States Armed Forces from Lebanon. H.Con.Res.108 - Directing the President pursuant to section 5(c) of the War Powers Resolution to remove United States Armed Forces from hostilities in Lebanon. H.Con.Res.99 - Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with Iran. H.Con.Res.100 - Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with Iran. H.Con.Res.101 - Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with Iran. H.Con.Res.102 - Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with Iran. H.Con.Res.103 - Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with Iran. H.Con.Res.104 - Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with Iran. H.Con.Res.105 - Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with Iran. H.R.7622 - Iran Human Rights, Internet Freedom, and Accountability Act of 2026 S.J.Res.184 - A joint resolution to direct the removal of United States Armed Forces from hostilities within or against the Islamic Republic of Iran that have not been authorized by Congress. H.Con.Res.92 - Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with Iran. S.J.Res.185 - A joint resolution to direct the removal of United States Armed Forces from hostilities within or against the Islamic Republic of Iran that have not been authorized by Congress. H.Con.Res.91 - Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with Iran. H.Con.Res.95 - Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with Iran. H.Con.Res.94 - Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with Iran. H.R.8592 - No WAR Act H.Con.Res.93 - Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with Iran. H.Con.Res.89 - Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with Iran. H.Con.Res.88 - Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with Iran. H.Con.Res.87 - Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with Iran. H.Con.Res.86 - Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with Iran. S.J.Res.161 - A joint resolution to direct the removal of United States Armed Forces from hostilities within or against the Islamic Republic of Iran that have not been authorized by Congress. S.J.Res.171 - A joint resolution to direct the removal of United States Armed Forces from hostilities within or against the Islamic Republic of Iran that have not been authorized by Congress. S.J.Res.163 - A joint resolution to direct the removal of United States Armed Forces from hostilities within or against the Islamic Republic of Iran that have not been authorized by Congress. S.J.Res.181 - A joint resolution to direct the removal of United States Armed Forces from hostilities within or against the Islamic Republic of Iran that have not been authorized by Congress. S.J.Res.180 - A joint resolution to direct the removal of United States Armed Forces from hostilities within or against the Islamic Republic of Iran that have not been authorized by Congress. S.J.Res.183 - A joint resolution to direct the removal of United States Armed Forces from hostilities within or against the Islamic Republic of Iran that have not been authorized by Congress. H.R.8707 - No Funds for Iran War Act H.R.9087 - To direct the Secretary of State to take actions with respect to certain foreign affairs matters. S.4681 - OASIS Act of 2026 A letter led by Reps. Pocan and Schakowsky Urging Sec. Rubio to Pressure Israeli Govt to Halt Settlement Construction in the E-1 Area of the West Bank A letter led by Reps. Balint and Castro Condemning Israeli Military Engagement in Lebanon, Destruction of Civilian Homes and Infrastructure A letter led by Rep. Ramirez about the Board of Peace A letter led by Reps. Clyburn, Carson, DeLauro, Johnson, Khanna, Nadler, and Sen. Van Hollen Condemning the Anti-Muslim Sharia-Free America Caucus and Harmful Legislation A letter led by Rep. Tlaib about the flotilla A letter led by Rep. Castro about Israels nuclear program A letter led by Rep. Castro and Senator Van Hollen Demanding Transparency on U.S. Enforcement of Laws Regarding Aid to Israel A letter led by Senators Markey and Van Hollen along with Reps. McGovern, Dean, and Dexter on medical evacuations for cancer patients in Gaza A letter led by Reps. Dingell and McDonald Rivet calling on the Departments of Homeland Security and State to redesignate Lebanon for Temporary Protected Status (TPS). A letter led by Senator Welch urging the inclusion of $10 million in funding for emergency medical evacuations from Gaza in the FY27 SFOPS bill. A letter led by Senator Warren to Press Hegseth on Pentagon Gutting Civilian Protection Efforts Amid War in Iran A letter led by Rep. Castor on Castor Letter on Killing of Saif Musellet A letter led by Rep. Garcia in Demanding Investigation into the Killing of American Citizen Khamis Ayyad A letter led by Reps. Casten and Schakowsky Demanding Trump Administration Prevent Displacement of Palestinians in West Bank","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":140510,"prefix":null,"prefix_display":null,"first_name":"KATHERINE","nickname":null,"middle_name":null,"last_name":"DESCAMP-RENNER","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":142143,"prefix":null,"prefix_display":null,"first_name":"HANNAH","nickname":null,"middle_name":null,"last_name":"FAJER","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":145993,"prefix":null,"prefix_display":null,"first_name":"BRADLEY","nickname":null,"middle_name":null,"last_name":"FREERICKS","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":146704,"prefix":null,"prefix_display":null,"first_name":"LILLIAN","nickname":null,"middle_name":null,"last_name":"ADELSTEIN","suffix":null,"suffix_display":null},"covered_position":"Delegate Eleanor Holmes Norton (D-DC), Legislative Correspondent","new":false},{"lobbyist":{"id":147590,"prefix":null,"prefix_display":null,"first_name":"MICHAEL","nickname":null,"middle_name":null,"last_name":"FARRELL-ROSEN","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":16,"name":"Natl Security Council (NSC)"},{"id":202,"name":"Office of Faith-Based & Community Initiatives"},{"id":1,"name":"SENATE"},{"id":39,"name":"State, Dept of (DOS)"},{"id":196,"name":"U.S. Agency for International Development (USAID)"},{"id":12,"name":"White House Office"}]},{"general_issue_code":"IMM","general_issue_code_display":"Immigration","description":"H.R.176 - No Immigration Benefits for Hamas Terrorists Act of 2025 H.R.630 - Neighbors Not Enemies Act","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":140510,"prefix":null,"prefix_display":null,"first_name":"KATHERINE","nickname":null,"middle_name":null,"last_name":"DESCAMP-RENNER","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":146704,"prefix":null,"prefix_display":null,"first_name":"LILLIAN","nickname":null,"middle_name":null,"last_name":"ADELSTEIN","suffix":null,"suffix_display":null},"covered_position":"Delegate Eleanor Holmes Norton (D-DC), Legislative Correspondent","new":false},{"lobbyist":{"id":145993,"prefix":null,"prefix_display":null,"first_name":"BRADLEY","nickname":null,"middle_name":null,"last_name":"FREERICKS","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":142143,"prefix":null,"prefix_display":null,"first_name":"HANNAH","nickname":null,"middle_name":null,"last_name":"FAJER","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":147590,"prefix":null,"prefix_display":null,"first_name":"MICHAEL","nickname":null,"middle_name":null,"last_name":"FARRELL-ROSEN","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":1,"name":"SENATE"},{"id":39,"name":"State, Dept of (DOS)"},{"id":12,"name":"White House Office"}]},{"general_issue_code":"BAN","general_issue_code_display":"Banking","description":"S.1889 - A bill to repeal the sunset provision of the Iran Sanctions Act of 1996. S.2672 - SANCTIONS in the West Bank Act","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":142143,"prefix":null,"prefix_display":null,"first_name":"HANNAH","nickname":null,"middle_name":null,"last_name":"FAJER","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":140510,"prefix":null,"prefix_display":null,"first_name":"KATHERINE","nickname":null,"middle_name":null,"last_name":"DESCAMP-RENNER","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":146704,"prefix":null,"prefix_display":null,"first_name":"LILLIAN","nickname":null,"middle_name":null,"last_name":"ADELSTEIN","suffix":null,"suffix_display":null},"covered_position":"Delegate Eleanor Holmes Norton (D-DC), Legislative Correspondent","new":false},{"lobbyist":{"id":145993,"prefix":null,"prefix_display":null,"first_name":"BRADLEY","nickname":null,"middle_name":null,"last_name":"FREERICKS","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":147590,"prefix":null,"prefix_display":null,"first_name":"MICHAEL","nickname":null,"middle_name":null,"last_name":"FARRELL-ROSEN","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":16,"name":"Natl Security Council (NSC)"},{"id":1,"name":"SENATE"},{"id":39,"name":"State, Dept of (DOS)"},{"id":12,"name":"White House Office"}]},{"general_issue_code":"BUD","general_issue_code_display":"Budget/Appropriations","description":"H.R. 8595 - National Security, Department of State, and Related Programs, all sections and amendments related to the Israeli-Palestinian conflict, Israel, Iran, antisemitism, Palestine. H.R.9495 - Department of Defense Appropriations Act, 2027, all sections and amendments related to the Israeli-Palestinian conflict, Israel, Iran, antisemitism, Palestine. Unnumbered Senate Defense Appropriations bill, all sections and amendments related to the Israeli-Palestinian conflict, Israel, Iran, antisemitism, Palestine. Unnumbered Senate State and Foreign Operations Appropriations bill, all sections and amendments related to the Israeli-Palestinian conflict, Israel, Iran, antisemitism, Palestine.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":140510,"prefix":null,"prefix_display":null,"first_name":"KATHERINE","nickname":null,"middle_name":null,"last_name":"DESCAMP-RENNER","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":142143,"prefix":null,"prefix_display":null,"first_name":"HANNAH","nickname":null,"middle_name":null,"last_name":"FAJER","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":145993,"prefix":null,"prefix_display":null,"first_name":"BRADLEY","nickname":null,"middle_name":null,"last_name":"FREERICKS","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":146704,"prefix":null,"prefix_display":null,"first_name":"LILLIAN","nickname":null,"middle_name":null,"last_name":"ADELSTEIN","suffix":null,"suffix_display":null},"covered_position":"Delegate Eleanor Holmes Norton (D-DC), Legislative Correspondent","new":false},{"lobbyist":{"id":147590,"prefix":null,"prefix_display":null,"first_name":"MICHAEL","nickname":null,"middle_name":null,"last_name":"FARRELL-ROSEN","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":16,"name":"Natl Security Council (NSC)"},{"id":202,"name":"Office of Faith-Based & Community Initiatives"},{"id":1,"name":"SENATE"},{"id":39,"name":"State, Dept of (DOS)"},{"id":196,"name":"U.S. Agency for International Development (USAID)"},{"id":12,"name":"White House Office"}]},{"general_issue_code":"EDU","general_issue_code_display":"Education","description":"H.R. 768 - Holocaust Education and Antisemitism Lessons Act S.558 - Antisemitism Awareness Act of 2025 H.R.1007 - Antisemitism Awareness Act of 2025 H.R.1048 - DETERRENT Act H.R.5714 - October 7 Remembrance Education Act S.163 - Protecting Students on Campus Act of 2025 H.R.6186 - No Antisemitism in Education Act H.R.8476 - No Antisemitism in Education Act of 2026 H.R.6806 - Antisemitism Response and Prevention Act of 2025 H.R.4795 - Protect Economic and Academic Freedom Act of 2025 H.R.9203 - Student Protection and University Accountability Act H.R.5505 - Equal Campus Access Act of 2025","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":140510,"prefix":null,"prefix_display":null,"first_name":"KATHERINE","nickname":null,"middle_name":null,"last_name":"DESCAMP-RENNER","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":142143,"prefix":null,"prefix_display":null,"first_name":"HANNAH","nickname":null,"middle_name":null,"last_name":"FAJER","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":145993,"prefix":null,"prefix_display":null,"first_name":"BRADLEY","nickname":null,"middle_name":null,"last_name":"FREERICKS","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":146704,"prefix":null,"prefix_display":null,"first_name":"LILLIAN","nickname":null,"middle_name":null,"last_name":"ADELSTEIN","suffix":null,"suffix_display":null},"covered_position":"Delegate Eleanor Holmes Norton (D-DC), Legislative Correspondent","new":false},{"lobbyist":{"id":147590,"prefix":null,"prefix_display":null,"first_name":"MICHAEL","nickname":null,"middle_name":null,"last_name":"FARRELL-ROSEN","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":16,"name":"Natl Security Council (NSC)"},{"id":202,"name":"Office of Faith-Based & Community Initiatives"},{"id":1,"name":"SENATE"},{"id":39,"name":"State, Dept of (DOS)"},{"id":12,"name":"White House Office"}]},{"general_issue_code":"REL","general_issue_code_display":"Religion","description":"H.Res.352 - Calling on elected officials and civil society leaders to counter antisemitism and educate the public on the contributions of the Jewish American community. H.Res.963 - Condemning antisemitism in all its forms, including the proliferation and amplification of antisemitic content on artificial intelligence (AI) platforms, urging robust, transparent safeguards for AI, and recognizing stakeholders working to counter this threat. S.2947 - Pray Safe Act of 2025 S.Res.533 / an unnumbered House Resolution - A resolution condemning white supremacy, hate, and antisemitism, and efforts to give a platform to these dangerous ideologies. 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Combating International Islamophobia Act S.805 - Combating International Islamophobia Act S.898 - UNRWA Funding Emergency Restoration Act of 2025 H.R.2411 - UNRWA Funding Emergency Restoration Act of 2025 S.Res.68 - A resolution expressing the sense of the Senate that the United States shall not deploy United States military assets or personnel to Gaza for purposes of \"taking over\" Gaza. H.R.23 - Illegitimate Court Counteraction Act H.R.1422 - Enhanced Iran Sanctions Act of 2025 S. 556 - Enhanced Iran Sanctions Act of 2025 S.554 - United States-Israel Defense Partnership Act of 2025 H.R.1229 - United States-Israel Defense Partnership Act of 2025 S.1128 - Stop Taxpayer Funding of Hamas Act S.J.Res.20 - A joint resolution providing for congressional disapproval of the proposed foreign military sale to Israel of certain defense articles and services. S.J.Res.21 - A joint resolution providing for congressional disapproval of the proposed foreign military sale to Israel of certain defense articles and services. S.J.Res.22 - A joint resolution providing for congressional disapproval of the proposed foreign military sale to Israel of certain defense articles and services. S.J.Res.23 - A joint resolution providing for congressional disapproval of the proposed license amendment for the export to Israel of certain defense articles and services. S.J.Res.25 - A joint resolution providing for congressional disapproval of the proposed foreign military sale to Israel of certain defense articles and services. S.J.Res.26 - A joint resolution providing for congressional disapproval of the proposed foreign military sale to Israel of certain defense articles and services. S.J.Res.32 - A joint resolution providing for congressional disapproval of the proposed foreign military sale to the Government of Israel of certain defense articles and services. S.J.Res.33 - A joint resolution providing for congressional disapproval of the proposed foreign military sale to the Government of Israel of certain defense articles and services. S.J.Res.34 - A joint resolution providing for congressional disapproval of the proposed foreign military sale to the Government of Israel of certain defense articles and services. S.J.Res.35 - A joint resolution providing for congressional disapproval of the report of enhancement or upgrade of sensitive foreign military related to a sale to the Government of Israel of certain defense articles and services. S.J.Res.40 - A joint resolution providing for congressional disapproval of the proposed export of certain defense articles to Israel. S.J.Res.41 - A joint resolution providing for congressional disapproval of the proposed export of certain defense articles to Israel. S.J.Res.42 - A joint resolution providing for congressional disapproval of the proposed export of certain defense articles to Israel. H.J.Res.71 - Providing for congressional disapproval of the proposed foreign military sale to Israel of certain defense articles and services. H.J.Res.70 - Providing for congressional disapproval of the proposed license amendment for the export to Israel of certain defense articles and services. H.J.Res.69 - Providing for congressional disapproval of the proposed foreign military sale to Israel of certain defense articles and services. H.J.Res.68 - Providing for congressional disapproval of the proposed foreign military sale to Israel of certain defense articles and services. H.R.2619 - No Paydays for Hostage-Takers Act H.J.Res.83 - Providing for congressional disapproval of the proposed foreign military sale to Israel of certain defense articles and services. H.J.Res.84 - Providing for congressional disapproval of the proposed foreign military sale to Israel of certain defense articles and services. H.J.Res.85 - Providing for congressional disapproval of the proposed foreign military sale to Israel of certain defense articles and services. H.J.Res.86 - Providing for congressional disapproval of the report of enhancement or upgrade of sensitive foreign military related to a sale to the Government of Israel of certain defense articles and services. H.R.1196 - Protect U.S. National Security Act S.491 - Foreign Assistance Accountability and Oversight Act H.Res.473 - Calling for the urgent delivery and disbursement of humanitarian aid to address the needs of civilians in Gaza. H.R.3565 - To provide for a limitation on the transfer of defense articles and defense services to Israel. H.Res.413 - Condemning Hamas for its premeditated, coordinated, and brutal terrorist attacks on October 7, 2023, against Israel and demanding that Hamas immediately release all remaining hostages and return them to safety, and for other purposes. S.Res.227 - A resolution condemning Hamas for its premeditated, coordinated, and brutal terrorist attacks on October 7, 2023, against Israel and demanding that Hamas immediately release all remaining hostages and return them to safety, and for other purposes. S.Res.410 - A resolution calling on the President to recognize a demilitarized State of Palestine, as consistent with international law and the principles of a two-state solution, alongside a secure State of Israel. H.R.5300 - Department of State Policy Provisions Act, all sections and amendments related to the Israeli-Palestinian conflict, Israel, Iran, antisemitism, Palestine. H.R.6297 - PEACE Act H.R.6230 - Tehran Incitement to Violence Act H.Res.409 - Recognizing the ongoing Nakba and Palestinian refugees' rights S.Res.224 - A resolution calling for the urgent delivery of humanitarian aid to address the needs of civilians in Gaza. H.R.1800 - Solidify Iran Sanctions Act of 2025 H.Con.Res.38 - Directing the President pursuant to section 5(c) of the War Powers Resolution to remove United States Armed Forces from unauthorized hostilities in the Islamic Republic of Iran. H.Con.Res.40 - Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with Iran. S.2087 - No War Against Iran Act S.J.Res.59 - A joint resolution to direct the removal of United States Armed Forces from hostilities against the Islamic Republic of Iran that have not been authorized by Congress. H.Res.521 - Standing with Israel as it works to dismantle Iran's nuclear enrichment capabilities and defends itself against Iranian attacks on civilians. H.R.3045 - West Bank Violence Prevention Act of 2025 S.2667 - West Bank Violence Prevention Act of 2025 H.Res.795 - Condemning the Hamas attacks of October 7, 2023, and calling for Hamas and its leaders to immediately and unconditionally surrender and to release the hostages, including Americans. H.R.4215 - International Traffic in Arms Regulations Licensing Reform Act H.R.4216 - Made-in-America Defense Act H.R.2505 - Block the Use of Transatlantic Technology in Iranian Made Drones Act H.R.3613 - Streamlining Foreign Military Sales Act of 2025 H.R.4335 - Abraham Accords Defense Against Terror Act H.Res.588 - Condemning the slogan \"Globalize the Intifada\" as a call to violence against Israeli and Jewish people across the world and urging United States national, State, and local leaders to condemn it as such. H.R.4303 - To establish a Special Envoy for Humanitarian Aid Workers, and for other purposes. H.Res.839 - Condemning Hamas for assassinating innocent Palestinians. S.3420 - Commitment to Aid Workers Act H.R.4397 - Muslim Brotherhood Terrorist Designation Act of 2025 H.Res.876 - Recognizing the genocide of the Palestinian people in Gaza. H.Con.Res.83 - Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove the United States Armed Forces from hostilities in Lebanon that have not been authorized by Congress. H.Res.1146 - Standing with the people of Lebanon against the illegal invasion, war crimes, and ethnic cleansing perpetrated by the State of Israel. H.R.7178 - U.S.-Israel Anti-Killer Drone Act of 2026 H.R.6230 - Tehran Incitement to Violence Act H.R.7540 - United States-Israel FUTURES Act of 2026 S.3855 - United States-Israel Framework for Upgraded Technologies, Unified Research, and Enhanced Security (FUTURES) Act of 2026 S.J.Res.136 - A joint resolution providing for congressional disapproval of the proposed licensing of certain defense articles and services to Israel. S.J.Res.137 - A joint resolution providing for congressional disapproval of the proposed foreign military sale to the Government of Israel of certain defense articles and services. S.J.Res.138 - A joint resolution providing for congressional disapproval of the proposed foreign military sale to the Government of Israel of certain defense articles and services. S.J.Res.114 - A joint resolution to direct the removal of United States Armed Forces from hostilities within or against the Islamic Republic of Iran that have not been authorized by Congress. S.J.Res.115 - A joint resolution to direct the removal of United States Armed Forces from hostilities within or against the Islamic Republic of Iran that have not been authorized by Congress. S.J.Res.116 - A joint resolution to direct the removal of United States Armed Forces from hostilities within or against the Islamic Republic of Iran that have not been authorized by Congress. S.J.Res.117 - A joint resolution to direct the removal of United States Armed Forces from hostilities within or against the Islamic Republic of Iran that have not been authorized by Congress. S.J.Res.118 - A joint resolution to direct the removal of United States Armed Forces from hostilities within or against the Islamic Republic of Iran that have not been authorized by Congress. S.J.Res.123 - A joint resolution to direct the removal of United States Armed Forces from hostilities within or against the Islamic Republic of Iran that have not been authorized by Congress. S.J.Res.104 - A joint resolution to direct the removal of United States Armed Forces from hostilities within or against the Islamic Republic of Iran that have not been authorized by Congress. H.Res.1099 - Reaffirming Iran remains the largest state sponsor of terrorism. H.R.7545 - Defending the Human Rights of Palestinian Children and Families Living Under Israeli Military Occupation Act H.R.7281 - Justice for Shireen Act S.3634 - AWARE Act of 2026 H.Res.993 - Recognizing and expressing support for the Iranian people protesting for a free and democratic Iran. H.R.7645 - Ceasefire Compliance Act of 2026 H.R.7565 - Food for Palestinian Children and Families in Gaza Act of 2026 H.Res.1092 - Condemning Israeli settlement expansion, settler violence, and related human rights abuses in the West Bank, and calling for accountability and specific United States policy responses to deter further violations and protect the viability of a negotiated two-State solution. H.R.3307 - Eastern Mediterranean Gateway Act S. 4443 - Eastern Mediterranean Gateway Act S.4278 - PEACE Act H.R.8661 - Foreign Military Financing Loan Authorization Act of 2026 H.R.8649 - Expanding the Defense Industrial Base Sales Act S.Res.797 - A resolution requesting information on Israel's human rights practices pursuant to section 502B(c) of the Foreign Assistance Act of 1961. H.R.9147 - Abraham Accords Expansion Act of 2026 H.Res.1289 - Recognizing the ongoing Nakba and Palestinian refugees' rights. H.Con.Res.75 - Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove the United States Armed Forces from hostilities against the Islamic Republic of Iran. H.Con.Res.84 - Directing the President pursuant to section 5(c) of the War Powers Resolution to remove United States Armed Forces from Lebanon. H.Con.Res.108 - Directing the President pursuant to section 5(c) of the War Powers Resolution to remove United States Armed Forces from hostilities in Lebanon. H.Con.Res.99 - Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with Iran. H.Con.Res.100 - Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with Iran. H.Con.Res.101 - Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with Iran. H.Con.Res.102 - Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with Iran. H.Con.Res.103 - Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with Iran. H.Con.Res.104 - Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with Iran. H.Con.Res.105 - Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with Iran. H.R.7622 - Iran Human Rights, Internet Freedom, and Accountability Act of 2026 S.J.Res.184 - A joint resolution to direct the removal of United States Armed Forces from hostilities within or against the Islamic Republic of Iran that have not been authorized by Congress. H.Con.Res.92 - Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with Iran. S.J.Res.185 - A joint resolution to direct the removal of United States Armed Forces from hostilities within or against the Islamic Republic of Iran that have not been authorized by Congress. H.Con.Res.91 - Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with Iran. H.Con.Res.95 - Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with Iran. H.Con.Res.94 - Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with Iran. H.R.8592 - No WAR Act H.Con.Res.93 - Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with Iran. H.Con.Res.89 - Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with Iran. H.Con.Res.88 - Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with Iran. H.Con.Res.87 - Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with Iran. H.Con.Res.86 - Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with Iran. S.J.Res.161 - A joint resolution to direct the removal of United States Armed Forces from hostilities within or against the Islamic Republic of Iran that have not been authorized by Congress. S.J.Res.171 - A joint resolution to direct the removal of United States Armed Forces from hostilities within or against the Islamic Republic of Iran that have not been authorized by Congress. S.J.Res.163 - A joint resolution to direct the removal of United States Armed Forces from hostilities within or against the Islamic Republic of Iran that have not been authorized by Congress. S.J.Res.181 - A joint resolution to direct the removal of United States Armed Forces from hostilities within or against the Islamic Republic of Iran that have not been authorized by Congress. S.J.Res.180 - A joint resolution to direct the removal of United States Armed Forces from hostilities within or against the Islamic Republic of Iran that have not been authorized by Congress. S.J.Res.183 - A joint resolution to direct the removal of United States Armed Forces from hostilities within or against the Islamic Republic of Iran that have not been authorized by Congress. H.R.8707 - No Funds for Iran War Act H.R.9087 - To direct the Secretary of State to take actions with respect to certain foreign affairs matters. S.4681 - OASIS Act of 2026 H.Con.Res.117 - Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with Iran. S.5356 - Lebanon Sanctions, Stabilization, and Support Act S.J.Res.211 - A joint resolution to direct the removal of United States Armed Forces from hostilities within or against the Islamic Republic of Iran that have not been authorized by Congress. S.J.Res.200 - A joint resolution to direct the removal of United States Armed Forces from hostilities within or against the Islamic Republic of Iran that have not been authorized by Congress. H.R.10642 - Stop the Settlements Act S.Res.852 - A resolution requesting information on Israel's human rights practices pursuant to section 502B(c) of the Foreign Assistance Act of 1961. S.5476 - A bill to impose sanctions with respect to foreign persons that have facilitated Israeli settlement construction in the E1 area of the West Bank. Letter led by Reps. Pocan and Quigley Calling for the Release of Detained Palestinian Physicians and Healthcare Workers Letter led by Reps. Mfume and Vindman Urging Netanyahu to Contain Violence and Protect Palestinians in the West Bank A Letter led by Reps. Dexter and Ruiz Seeking Release of Palestinian Pediatrician Dr. Hussam Abu Safiya A Letter led by Reps. Raskin, DeLauro, Casten, and Jacobs Demanding Netanyahu Remove Barbed-Wire Fence Blocking Students Path from West Bank Village Umm Al-Kheir to School A Letter led by Reps. Tran, Bera, and Carbajal Urging Secretary Rubio to Address Dual-Use Restrictions Impeding Humanitarian Aid to Gaza A Letter led by Reps. Salinas and Mfume Pressing Trump Administration for Updates on Gaza Ceasefire and Peace Plan A Joint Statement led by Senator Gallego Opposing Israeli Governments E1 Settlement Tenders A Letter led by Senators Schiff, Schumer, and Booker Urging Netanyahu to Immediately Crack Down on Settler Violence in the West Bank, Protect U.S. Citizens A Letter led by Senators Warren and Van Hollen Urging the Trump Administration To End Settler Violence and Expansion in the West Bank; Call For Restoring Sanctions and an Investigation Into Americans Deaths A letter led by Reps. Schneider and Goldman Urging Secretaries Rubio And Bessent To Prevent Further Middle Eastern Instability By Protecting The West Bank Economy A letter led by Rep. Tlaib demanding the release of US Citizen Sama Safi A letter led by Rep. 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H.R. 3213, the Restoring Court Authority Over Litigation Act; and Section 204 of H.R. 10184, the Consumer Financial Protection Accountability Act [which includes key provisions of the Restoring Court Authority Over Litigation Act]. Support favorable assessment of United States laws, regulations, and efforts to combat money laundering and terrorist financing and oppose any new proposed regulations on US lawyers in upcoming Financial Action Task Force 2026 Mutual Evaluation Report for the US.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":41288,"prefix":null,"prefix_display":null,"first_name":"LARSON","nickname":null,"middle_name":null,"last_name":"FRISBY","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":138452,"prefix":"ms","prefix_display":"MS.","first_name":"HOLLY","nickname":null,"middle_name":"O'GRADY","last_name":"COOK","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":255,"name":"Consumer Financial Protection Bureau (CFPB)"},{"id":64,"name":"Federal Trade Commission (FTC)"},{"id":235,"name":"Financial Crimes Enforcement Network (FinCEN)"},{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":1,"name":"SENATE"},{"id":41,"name":"Treasury, Dept of"},{"id":12,"name":"White House Office"}]},{"general_issue_code":"FOR","general_issue_code_display":"Foreign Relations","description":"Funding for foreign assistance agencies and programs that promote democracy, human rights, and rule of law. U.S. ratification of the United Nations Convention on International Settlement Agreements Resulting from Mediation (Singapore Convention on Mediation). U.S. funding, engagement, and leadership in international organizations. Issues related to protecting independence of international courts and judges.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":13528,"prefix":null,"prefix_display":null,"first_name":"KRISTI","nickname":null,"middle_name":null,"last_name":"GAINES","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":138452,"prefix":"ms","prefix_display":"MS.","first_name":"HOLLY","nickname":null,"middle_name":"O'GRADY","last_name":"COOK","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":41288,"prefix":null,"prefix_display":null,"first_name":"LARSON","nickname":null,"middle_name":null,"last_name":"FRISBY","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":1,"name":"SENATE"},{"id":39,"name":"State, Dept of (DOS)"},{"id":196,"name":"U.S. Agency for International Development (USAID)"}]},{"general_issue_code":"GOV","general_issue_code_display":"Government Issues","description":"S. 2379, H.R. 4602 - the Countering Threats and Attacks on Our Judges Act. H.R. 1181, the Judicial Ethics Enforcement Act (Inspector General for Judiciary). S. 1206, the Judicial Relief Clarification Act (To prevent issuance of national injunctions). Issues relating to authorizing new judgeships and filling existing judicial vacancies. Comments on Proposed Rule which would fundamentally revise 2 C.F.R. Part 200, commonly known as the Uniform Guidance. Issues relating to ensuring that Administrative Law Judges receive similar security protections as their state and federal counterparts. S. 2993, the Protect Our Prosecutors and Judges Act (research to extend the right to guns at courthouses to state judges). H.R. 9401, S. 4865, the LaTonya Reeves Freedom Act as it relates to Disability Rights.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":44532,"prefix":"ms","prefix_display":"MS.","first_name":"DENISE","nickname":null,"middle_name":"A","last_name":"CARDMAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":41288,"prefix":null,"prefix_display":null,"first_name":"LARSON","nickname":null,"middle_name":null,"last_name":"FRISBY","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":138452,"prefix":"ms","prefix_display":"MS.","first_name":"HOLLY","nickname":null,"middle_name":"O'GRADY","last_name":"COOK","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":60664,"prefix":null,"prefix_display":null,"first_name":"DAVID","nickname":null,"middle_name":null,"last_name":"EPPSTEIN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":152629,"prefix":"ms","prefix_display":"MS.","first_name":"CHRISTINA","nickname":null,"middle_name":null,"last_name":"BROECKAERT","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":197,"name":"Federal Energy Regulatory Commission (FERC)"},{"id":135,"name":"Food & Drug Administration (FDA)"},{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":37,"name":"Justice, Dept of (DOJ)"},{"id":1,"name":"SENATE"}]},{"general_issue_code":"IMM","general_issue_code_display":"Immigration","description":"H.R. 7836, the Real Courts, Rule of Law Act Issues related to a proposed rule that would impose stricter sponsor vetting requirements for unaccompanied immigrant children. Issues related to the operation and funding for the Department of Health and Human Service's Legal Services for Unaccompanied Children Program. Issues related to the operation and funding for the DOJ Executive Office for Immigration Review's Legal Orientation Program.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":13528,"prefix":null,"prefix_display":null,"first_name":"KRISTI","nickname":null,"middle_name":null,"last_name":"GAINES","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":138452,"prefix":"ms","prefix_display":"MS.","first_name":"HOLLY","nickname":null,"middle_name":"O'GRADY","last_name":"COOK","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":152629,"prefix":"ms","prefix_display":"MS.","first_name":"CHRISTINA","nickname":null,"middle_name":null,"last_name":"BROECKAERT","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":34,"name":"Health & Human Services, Dept of (HHS)"},{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":37,"name":"Justice, Dept of (DOJ)"},{"id":1,"name":"SENATE"}]},{"general_issue_code":"LAW","general_issue_code_display":"Law Enforcement/Crime/Criminal Justice","description":"H.R. 7491, S. 3850, the Effective Assistance of Counsel in the Digital Era Act, which would ensure that attorney-client confidentiality extends to email for those in the federal prison system, just as it does for other modes of communication. Related activity in support of Appropriations Committee report language acknowledging the issue in H. Rept. 119-652. Activity in support of full funding in FY2027 for the Defender Services Office of the Administrative Office of U.S. Courts. Activity in support of the release of federal FY2026 Department of Justice grant funds for domestic violence assistance programs. Activity on issues involving grand juries. Activity on issues related to the treatment of the homeless. Activity on issues related to the Supplemental Nutrition Assistance Program (SNAP). Department of Justice Office of the Attorney General Notice of Proposed Rulemaking on Review of State Bar Complaints and Allegations Against Department of Justice Attorneys; Docket No. OAG199; AG Order No. 6653-2026-A; RIN 1105-AB82, 91 Fed. Reg. 10780 (March 5, 2026).","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":143079,"prefix":"mr","prefix_display":"MR.","first_name":"KENNETH","nickname":null,"middle_name":null,"last_name":"GOLDSMITH","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":138452,"prefix":"ms","prefix_display":"MS.","first_name":"HOLLY","nickname":null,"middle_name":"O'GRADY","last_name":"COOK","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":41288,"prefix":null,"prefix_display":null,"first_name":"LARSON","nickname":null,"middle_name":null,"last_name":"FRISBY","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":37,"name":"Justice, Dept of (DOJ)"},{"id":1,"name":"SENATE"}]},{"general_issue_code":"LBR","general_issue_code_display":"Labor Issues/Antitrust/Workplace","description":"H.R. 20 and S. 852, Richard L. Trumka Protecting the Right to Organize Act-provisions in Section 202 that would amend Section 203(c) of the Labor-Management Reporting and Disclosure Act of 1959, 29 U.S.C. 433(c), to require attorneys to report certain confidential client information to the Department of Labor.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":41288,"prefix":null,"prefix_display":null,"first_name":"LARSON","nickname":null,"middle_name":null,"last_name":"FRISBY","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":138452,"prefix":"ms","prefix_display":"MS.","first_name":"HOLLY","nickname":null,"middle_name":"O'GRADY","last_name":"COOK","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":38,"name":"Labor, Dept of (DOL)"},{"id":1,"name":"SENATE"},{"id":12,"name":"White House Office"}]}],"conviction_disclosures":[],"foreign_entities":[],"affiliated_organizations":[]},{"url":"https://lda.gov/api/v1/filings/ceb74c86-ef50-48d2-ae6e-6ab52599749e/","filing_uuid":"ceb74c86-ef50-48d2-ae6e-6ab52599749e","filing_type":"Q3","filing_type_display":"3rd Quarter - Report","filing_year":2026,"filing_period":"third_quarter","filing_period_display":"3rd Quarter (July 1 - Sep 30)","filing_document_url":"https://lda.gov/filings/public/filing/ceb74c86-ef50-48d2-ae6e-6ab52599749e/print/","filing_document_content_type":"text/html","income":null,"expenses":"180000.00","expenses_method":"A","expenses_method_display":"A","posted_by_name":"Wayne Chopus, President & CEO","dt_posted":"2026-10-20T20:25:43-04:00","termination_date":null,"registrant_country":"United States of America","registrant_ppb_country":null,"registrant_address_1":"1717 K Street, NW","registrant_address_2":"Suite 900","registrant_different_address":true,"registrant_city":"Washington","registrant_state":"DC","registrant_zip":"20006","registrant":{"id":285494,"url":"https://lda.gov/api/v1/registrants/285494/","house_registrant_id":36990,"name":"INSURED RETIREMENT INSTITUTE","description":null,"address_1":"1717 K Street, NW","address_2":"Suite 900","address_3":null,"address_4":null,"city":"Washington","state":"DC","state_display":"District of Columbia","zip":"20006","country":"US","country_display":"United States of America","ppb_country":"US","ppb_country_display":"United States of America","contact_name":"PAUL RICHMAN","contact_telephone":"+1 202-469-3004","dt_updated":"2026-07-30T16:02:39.338642-04:00"},"client":{"id":176111,"url":"https://lda.gov/api/v1/clients/176111/","client_id":12,"name":"INSURED RETIREMENT INSTITUTE","general_description":null,"client_government_entity":false,"client_self_select":true,"state":"DC","state_display":"District of Columbia","country":"US","country_display":"United States of America","ppb_state":"DC","ppb_state_display":"District of Columbia","ppb_country":"US","ppb_country_display":"United States of America","effective_date":"2007-08-13"},"lobbying_activities":[{"general_issue_code":"INS","general_issue_code_display":"Insurance","description":"DOL - EBSA - Implementation of the Consolidated Appropriations Act, 2023, Division T - SECURE 2.0 Act of 2022 (Public Law No: 117-328). DOL - EBSA - Fiduciary Duties in Selecting Designated Investment Alternatives, RIN 1210-AC38. DOL - Proposed Rule on Automatic Portability Transactions Exemption - 29 CFR 255 (RIN 1210-AC21). Legislation to maintain and protect the diverse array of retirement plan structures. Legislation to provide favorable tax treatment for guaranteed lifetime income. Legislation to provide technical corrections and extension of effective dates to implement the SECURE 2.0 Act. Legislation and rulemaking affecting annuities, variable life products and retirement savings including Trump Administration and Congressional proposals on tax reform, ERISA, and securities laws. Legislation to clarify the annuity selection safe harbor (P.L.116-94, Div. O, Section 204) provides a plan sponsor with the same protections in selecting an annuity contract. Legislation to direct the SEC to allow the use of amended appropriate registration forms to authorize consistent registrations for non-variable products. Legislation to make a diverse slate of indexed and variable annuity contracts with guaranteed benefits eligible to be treated as QLACs to better meet the diverse needs of retirement savers. Legislation to make long-term care insurance tax-advantaged, accessible, and affordable. Legislation to provide balanced approach to regulating the use of AI by the insured retirement industry. Legislation to require defined contribution plans to offer participants the option to invest in protected, guaranteed lifetime income solutions for all or some of their account balances. Legislation to require plan fiduciaries to provide retirement income education to employees throughout their working years. Legislation to reform ERISA to reduce frivolous litigation. Proposals at the Department of Labor for increasing access to guaranteed, protected lifetime solutions. Proposals at the Department of Treasury/IRS for increasing access to guaranteed, protected lifetime income solutions. SEC - Implementation and Enforcement of Regulation BI and Form CRS. SEC - Implementation of Public Law No: 117-328, the Consolidated Appropriations Act, 2023, Division AA - Financial Services Matters, Title I-Registration for Index linked Annuities, Sec. 101. Parity for Registered Index-Linked Annuities Regarding Registration Rules. SEC - Final Rule - Registration for Index-Linked Annuities and Registered Market Value Adjustment Annuities; Amendments to Form N-4 for Index-Linked Annuities, Registered Market Value Adjustment Annuities, and Variable Annuities; Other Technical Amendments - 17 CFR Parts 230, 232, 239, and 274, RIN 3235-AN30. SEC - Proposed Rule - Electronic Delivery of Information Under the Federal Securities Laws (RIN: 3235-AN57). SEC - Request for Comment - Novel ETFs (RIN 3235-AN81). SEC- Proposed Rule - Registered Offering Reform - 17 CFR Parts 210, 229, 230, 232, 239, 240, and 249 (RIN 3235-AN41). SEC - Proposed Rule - Adviser and Regulated Fund Custody Rules; Crypto Custody Rules (RIN 3235-AN46). SEC - Proposed Rule - Transfer Agent Rules (RIN 3235-AL55). FINRA - Regulatory Notice - 25-04 - Rule Modernization Review Proposal. FINRA - Regulatory Notice - 25-05 - Outside Business Activities Proposed Rule. FINRA - Regulatory Notice - 25-07 - Supporting Modern Member Workplaces. FINRA - Regulatory Notice - 26-14 - Requests Comment on Proposed Changes to Modernize Rule 2210 (Communications with the Public). The President's Executive Order - Democratizing Access to Alternative Assets for 401(K) Investors (08/07/2025) (E.O. 14330). The Data Privacy Act (H.R.1165 - 118th Congress). The Empowering States to Protect Seniors from Bad Actors Act (H.R.5914 - 117th Congress). The E-SIGN Modernization Act of 2022 (S.3715 - 117th Congress). The General Accounts Product Clarifications Act (H.R.9515 - 117th Congress). The Lifetime Income for Employees Act of 2023 (H.R.3942 - 118th Congress). The SAFER Banking Act (S.2860 - 118th Congress). The Secure And Fair Enforcement (SAFE) Banking Act of 2023 (S.1323/H.R.2891 - 118th Congress). The Financial Fitness Act (H.R.8944 - 118th Congress). The Well-Being Insurance for Seniors to be at Home Act (H.R.2082-119th Congress). The Richard L. Trumka Protecting the Right to Organize (PRO) Act of 2025 (S.852/H.R.20 - 119th Congress). The Securing and Enabling Commerce Using Remote and Electronic (SECURE) Notarization Act of 2025 (S.1561/H.R.1777 - 119th Congress). The Auto Reenroll Act (S.1831/H.R.6729 - 119th Congress). The Retirement Investment Choice Act (H.R.5748 - 119th Congress). The Restoring Integrity on Fiduciary Duty Act (S.3086 - 119th Congress). The Saving for the Future Act (H.R.5887 - 119th Congress). The ERISA Litigation Reform Act (H.R.6084 - 119th Congress). The McCarran-Ferguson Protection Act (H.R.7130 - 119th Congress). The Form 5500 Filing Simplification Act (H.R.7362 - 119th Congress). The SMART Savings Act (S.5204/H.R.10039 - 119th Congress).","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":63574,"prefix":null,"prefix_display":null,"first_name":"PAUL","nickname":null,"middle_name":"JEFFREY","last_name":"RICHMAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":71044,"prefix":null,"prefix_display":null,"first_name":"JOHN","nickname":null,"middle_name":null,"last_name":"JENNINGS","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":188,"name":"Internal Revenue Service (IRS)"},{"id":38,"name":"Labor, Dept of (DOL)"},{"id":88,"name":"Securities & Exchange Commission (SEC)"},{"id":1,"name":"SENATE"},{"id":41,"name":"Treasury, Dept of"}]},{"general_issue_code":"RET","general_issue_code_display":"Retirement","description":"Amends IRS Code to establish Auto Reenrollment Tax Credit (S.2512 - 118th Congress). DOL - EBSA - Implementation of the Consolidated Appropriations Act, 2023, Division T - SECURE 2.0 Act of 2022 (Public Law No: 117-328). DOL - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). DOL - Proposed Rule on Automatic Portability Transactions Exemption - 29 CFR 255 (RIN 1210-AC21). DOL - EBSA - Final Rule - Prohibited Transaction Class Exemption 84-14 for Transactions Determined by Independent Qualified Professional Asset Managers (the QPAM Exemption) (RIN 1210-ZA07). DOL- EBSA - Proposed Rule - Pooled Employer Plans: Big Plans for Small Businesses (RIN 1210-AC10). DOL - Joint Trade Letter to Chavez-DeRemer - ERISA Litigation Reform-Reduction. DOL - EBSA - Fiduciary Duties in Selecting Designated Investment Alternatives, RIN 1210-AC38. DOL - EBSA - Requirement To Provide Paper Statements in Certain Cases-Amendments to Electronic Disclosure Safe Harbors. DOL - WH - Employee or Independent Contractor Status Under the Fair Labor Standards Act, Family and Medical Leave Act, and Migrant and Seasonal Agricultural Worker Protection Act, RIN 1235-AA46 (2026). DOL - EBSA - Proposed Rule - Amendment to Prohibited Transaction Exemption Procedures - 29 CFR 2570 (RIN: 1210-AC42). DOL - EBSA - Proposed Rule - Loyalty and the Exclusive Purpose Rule in Selecting Plan Investments and Exercising Shareholder Rights - 29 CFR 2550.404a-1 (RIN: 1210-AC37). DOL - EBSA - Proposed Rule - QPAM Re-eligibility Options After Disqualification (QROAD) Class Exemption (RIN: 1210-ZA37). DOL - EBSA - Notice - Relationship Banking and Brokerage Class Exemption (RIN: 1210-ZA38). Joint Resolution providing for congressional disapproval of the Department of Labors Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights Rule (S.J.Res.8/H.J. Res.30 - 118th Congress). Legislation and rulemaking affecting 403(b) retirement plans and federal and state regulations governing their administration and operation. Legislation establishing a federal regulatory framework to oversee the cryptocurrency market in and use of cryptocurrency in retirement plans. Legislation to clarify Form 5500 reporting requirement for retirement plans filing under a Group of Plans. Legislation to maintain and protect the diverse array of retirement plan structures. Legislation to prohibit IRSs use of private debt collection agencies for individuals over the age of 65. Legislation to promote, preserve and maintain tax-deferred treatment of retirement savings. Legislation to provide favorable tax treatment for guaranteed lifetime income. Legislation to provide technical corrections and extension of effective dates to implement the SECURE 2.0 Act. Legislation and rulemaking affecting annuities, variable life products and retirement savings including Trump Administration and Congressional proposals on tax reform, ERISA, and securities laws. Legislation to clarify the annuity selection safe harbor (P.L.116-94, Div. O, Section 204) provides a plan sponsor with the same protections in selecting an annuity contract. Legislation to direct the SEC to allow the use of amended appropriate registration forms to authorize consistent registrations for non-variable products. Legislation to ensure a balanced approach to the regulation of environmental, social, and governance investments. Legislation to increase protections and safeguards for personal financial information. Legislation to make a diverse slate of indexed and variable annuity contracts with guaranteed benefits eligible to be treated as QLACs to better meet the diverse needs of retirement savers. Legislation to make long-term care insurance tax-advantaged, accessible, and affordable. Legislation to provide balanced approach to regulating the use of AI by the insured retirement industry. Legislation to require defined contribution plans to offer participants the option to invest in protected, guaranteed lifetime income solutions for all or some of their account balances. Legislation to require inclusion of longevity risk language in annual plan notices. Legislation to require plan fiduciaries to provide retirement income education to employees throughout their working years. Legislation to reform ERISA to reduce frivolous litigation. Proposals at the Department of Labor for increasing access to guaranteed, protected lifetime solutions. Proposals at the Department of Labor to Rescind \"ESG Rule\" and Draft \"Anti-ESG Rule.\" Proposals at the Department of Treasury/IRS for increasing access to guaranteed, protected lifetime income solutions. SEC - FINRA - Proposed Rule Change to Extend the Effectiveness of Temporary FINRA Rule 3110.17 - SR-FINRA-2021-023. SEC - Implementation and Enforcement of Regulation BI and Form CRS. SEC - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). SEC - Implementation of Public Law No: 117-328, the Consolidated Appropriations Act, 2023, Division AA - Financial Services Matters, Title I-Registration for Index linked Annuities, Sec. 101. Parity for Registered Index-Linked Annuities Regarding Registration Rules. SEC - Final Rule - Registration for Index-Linked Annuities and Registered Market Value Adjustment Annuities; Amendments to Form N-4 for Index-Linked Annuities, Registered Market Value Adjustment Annuities, and Variable Annuities; Other Technical Amendments - 17 CFR Parts 230, 232, 239, and 274, RIN 3235-AN30. The President's Executive Order - Democratizing Access to Alternative Assets for 401(K) Investors (08/07/2025) (E.O. 14330). The Data Privacy Act (H.R.1165 - 118th Congress). The Empowering States to Protect Seniors from Bad Actors Act (H.R.5914 - 117th Congress). The E-SIGN Modernization Act of 2022 (S.3715 - 117th Congress). The Financial Freedom Act of 2023 (S.427/H.R.1177 - 118th Congress). The Financial Innovation and Technology for the 21st Century Act (H.R.4763 - 118th Congress). The General Accounts Product Clarifications Act (H.R.9515 - 117th Congress). The Lifetime Income for Employees Act of 2023 (H.R.3942 - 118th Congress). The Lummis-Gillibrand Responsible Financial Innovation Act (S.2281 - 118th Congress). The Portable Benefits for Independent Workers Pilot Program Act (S.1696/H.R.3482 - 118th Congress). The RETIRE Act (H.R. 5339 - 118th Congress). The SAFER Banking Act (S.2860 - 118th Congress). The Secure And Fair Enforcement (SAFE) Banking Act of 2023 (S.1323/H.R.2891 - 118th Congress). The Small Business Tax Fairness Act (S.2387 - 117th Congress). The Small Businesses Add Value for Employees (SAVE) Act (H.R.4637 - 115th Congress). The Expanding Access to Retirement Savings for Caregivers Act (H.R.6772 - 118th Congress). The Elder Justice Reauthorization and Modernization Act of 2023 (S.1198/H.R.2718 - 118th Congress). The Ensuring Sound Guidance Act (S.2282/H.R.4237 - 118th Congress). The Expanding Access to Capital Act (H.R.2799 - 118th Congress). The Financial Fitness Act (H.R.8944 - 118th Congress). The Empowering Main Street in America Act (S.5139 - 118th Congress). The Retirement Fairness for Charities and Educational Institutions Act of 2025 (S.424/H.R.1013 - 119th Congress). The GUARD Act (H.R.2978 - 119th Congress). The Protecting Prudent Investment of Retirement Savings Act (H.R.2988 - 119th Congress). The Retirement Proxy Protection Act (H.R. 1996 - 119th Congress). The Retirement Savings for Americans Act (S.1526/H.R.2696 - 119th Congress). The Balancing the Scales Act (H.R.2958 - 119th Congress). The EBSA Investigations Transparency Act (H.R.2869 - 119th Congress). The Employee Ownership Fairness Act (S.1727 - 119th Congress). The Employee Ownership Financing Act (S.2458 - 119th Congress). The Employee Ownership Representation Act (S.1728 - 119th Congress). The Financial Exploitation Prevention Act of 2025 (S.2840/H.R.2478 - 119th Congress). The Helping Young Americans Save for Retirement Act (S.1707/H.R.4718 - 119th Congress). The Improving Disclosure for Investors Act 2024/2025 (S.1877/H.R.2441 - 119th Congress). The Independent Retirement Fairness Act (S.2217 - 119th Congress). The Promotion and Expansion of Private Employee Ownership Act (S.2461 - 119th Congress). The Richard L. Trumka Protecting the Right to Organize (PRO) Act of 2025 (S.852/H.R.20 - 119th Congress). The Securing and Enabling Commerce Using Remote and Electronic (SECURE) Notarization Act of 2025 (S.1561/H.R.1777 - 119th Congress). The Unlocking Benefits for Independent Workers Act (S.2210 - 119th Congress). The Auto Reenroll Act (S.1831/H.R.6729 - 119th Congress). The Automatic IRA Act of 2025 (H.R.6722-119th Congress). The ERISA Litigation Reform Act (H.R.6084 - 119th Congress). The Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 (H.R.3383 - 119th Congress). The Providing Complete Information to Retirement Investors Act (S.3083 - 119th Congress). The Restoring Integrity on Fiduciary Duty Act (S.3086 - 119th Congress). The Retirement Investment Choice Act (H.R.5748 - 119th Congress). The Saving for the Future Act (H.R.5887 - 119th Congress). The Senior Security Act (S.4055/H.R.1469 - 119th Congress). The Small Nonprofit Retirement Security Act (S.2365/H.R.4548 - 119th Congress). The Pensions for All Act (S.2335/H.R.7556 - 119th Congress). The ABLE Tomorrow Act (S.4498 - 119th Congress). The Catching Up Family Caregivers Act (S.4291/H.R.8273 - 119th Congress). The Form 5500 Filing Simplification Act (H.R.7362 - 119th Congress). The Improving Retirement Security for Family Caregivers Act (S.4292/H.R.8274 - 119th Congress). The Investigation Status and Governance for Honest Transparency Act (S.4360 - 119th Congress). The Optimizing Participant Tax Incentives through Optional Noncash Selections Act (H.R.8314 - 119th Congress). The SMART Savings Act (S.5204/H.R.10039 - 119th Congress). The Retirement Simplification and Clarity Act (S.5156/H.R.6324 - 119th Congress). The CLEAR Forms Act (H.R.10234 - 119th Congress). The Savers' Match Enhancement Act (S.5507 - 119th Congress). To amend the Internal Revenue Code of 1986 to impose limitations on high-income taxpayers with large retirement account balances (S.5040/H.R.9813 - 119th Congress). Treasury - IRS - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). Treasury - IRS - Implementation of Public Law No: 117-328, the Consolidated Appropriations Act, 2023, Division T - SECURE 2.0 Act of 2022. Treasury - Request for Information on Financial Inclusion - 88 FR 88702 - Treas-Do-2023-0014. Treasury - IRS - Guidance on Section 324 of the SECURE 2.0 Act with Respect to Rollovers (Notice 2026-49). Treasury - IRS - Final Rule - Automatic Enrollment Requirements Under Section 414A (RIN: 1545-BR08).","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":63574,"prefix":null,"prefix_display":null,"first_name":"PAUL","nickname":null,"middle_name":"JEFFREY","last_name":"RICHMAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":71044,"prefix":null,"prefix_display":null,"first_name":"JOHN","nickname":null,"middle_name":null,"last_name":"JENNINGS","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":188,"name":"Internal Revenue Service (IRS)"},{"id":38,"name":"Labor, Dept of (DOL)"},{"id":88,"name":"Securities & Exchange Commission (SEC)"},{"id":1,"name":"SENATE"},{"id":41,"name":"Treasury, Dept of"}]},{"general_issue_code":"TAX","general_issue_code_display":"Taxation/Internal Revenue Code","description":"Amends IRS Code to establish Auto Reenrollment Tax Credit (S.2512 - 118th Congress). DOL - EBSA - Implementation of the Consolidated Appropriations Act, 2023, Division T - SECURE 2.0 Act of 2022 (Public Law No: 117-328). DOL - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). DOL - EBSA - Final Rule - Prohibited Transaction Class Exemption 84-14 for Transactions Determined by Independent Qualified Professional Asset Managers (the QPAM Exemption) (RIN 1210-ZA07). DOL - EBSA - Proposed Rule - Pooled Employer Plans: Big Plans for Small Businesses (RIN 1210-AC10). DOL - EBSA - Fiduciary Duties in Selecting Designated Investment Alternatives, RIN 1210-AC38. DOL - EBSA - Requirement To Provide Paper Statements in Certain Cases-Amendments to Electronic Disclosure Safe Harbors. DOL - WH - Employee or Independent Contractor Status Under the Fair Labor Standards Act, Family and Medical Leave Act, and Migrant and Seasonal Agricultural Worker Protection Act, RIN 1235-AA46 (2026). DOL - EBSA - Proposed Rule - Amendment to Prohibited Transaction Exemption Procedures - 29 CFR 2570 (RIN: 1210-AC42). DOL - EBSA - Proposed Rule - Loyalty and the Exclusive Purpose Rule in Selecting Plan Investments and Exercising Shareholder Rights - 29 CFR 2550.404a-1 (RIN: 1210-AC37). DOL - EBSA - Proposed Rule - QPAM Re-eligibility Options After Disqualification (QROAD) Class Exemption (RIN: 1210-ZA37). DOL - EBSA - Notice - Relationship Banking and Brokerage Class Exemption (RIN: 1210-ZA38). The President's Executive Order - Democratizing Access to Alternative Assets for 401(K) Investors (08/07/2025) (E.O. 14330). Legislation and rulemaking affecting 403(b) retirement plans and federal and state regulations governing their administration and operation. Legislation to prohibit IRSs use of private debt collection agencies for individuals over the age of 65. Legislation to promote, preserve and maintain tax-deferred treatment of retirement savings. Legislation to provide favorable tax treatment for guaranteed lifetime income. Legislation to provide technical corrections and extension of effective dates to implement the SECURE 2.0 Act. Legislation and rulemaking affecting annuities, variable life products and retirement savings including Trump Administration and Congressional proposals on tax reform, ERISA, and securities laws. Legislation to make a diverse slate of indexed and variable annuity contracts with guaranteed benefits eligible to be treated as QLACs to better meet the diverse needs of retirement savers. Legislation to make long-term care insurance tax-advantaged, accessible, and affordable. Legislation to require defined contribution plans to offer participants the option to invest in protected, guaranteed lifetime income solutions for all or some of their account balances. Proposals at the Department of Labor for increasing access to guaranteed, protected lifetime solutions. Proposals at the Department of Labor to Rescind \"ESG Rule\" and Draft \"Anti-ESG Rule.\" Proposals at the Department of Treasury/IRS for increasing access to guaranteed, protected lifetime income solutions. SEC - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). SEC/Treasury - Joint Proposed Rule by SEC & FinCEN - Customer Identification Programs for Registered Investment Advisers and Exempt Reporting Advisers - 17 CFR 275, 31 CFR 1032, RIN 1506-AB66, RIN 3235-AN34. The Lifetime Income for Employees Act of 2023 (H.R.3942 - 118th Congress). The Portable Benefits for Independent Workers Pilot Program Act (S.1696/H.R.3482 - 118th Congress). The Small Business Tax Fairness Act (S.2387 - 117th Congress). The Small Businesses Add Value for Employees (SAVE) Act (H.R.4637 - 115th Congress). To amend the Internal Revenue Code of 1986 to permit the rollover contributions from Roth IRAs to designated Roth accounts (H.R.6757 - 118th Congress). The Expanding Access to Retirement Savings for Caregivers Act (H.R.6772 - 118th Congress). The Well-Being Insurance for Seniors to be at Home Act (H.R.2082 - 119th Congress). The Generating Retirement Ownership through Long-Term Holding Act (S.1839/H.R.2089 - 119th Congress). The Retirement Savings for Americans Act (S.1526/H.R.2696 - 119th Congress). The Tax Relief for Victims of Crimes, Scams, and Disasters Act (S.1773/H.R.3469 - 119th Congress). The Financial Exploitation Prevention Act of 2025 (S.2840/H.R.2478 - 119th Congress). The Helping Young Americans Save for Retirement Act (S.1707/H.R.4718 - 119th Congress). The Promotion and Expansion of Private Employee Ownership Act (S.2461 - 119th Congress). The Protecting Prudent Investment of Retirement Savings Act (H.R.2988 - 119th Congress). The Securing and Enabling Commerce Using Remote and Electronic (SECURE) Notarization Act of 2025 (S.1561/H.R.1777 - 119th Congress). The Auto Reenroll Act (S.1831/H.R.6729 - 119th Congress). The Automatic IRA Act of 2025 (H.R.6722 - 119th Congress). The Saving for the Future Act (H.R.5887 - 119th Congress). The Small Nonprofit Retirement Security Act (S.2365/H.R.4548 - 119th Congress). The Pensions for All Act (S.2335/H.R.7556 - 119th Congress). The ABLE Tomorrow Act (S.4498 - 119th Congress). The Catching Up Family Caregivers Act (S.4291/H.R.8273 - 119th Congress). The Form 5500 Filing Simplification Act (H.R.7362 - 119th Congress). The Improving Retirement Security for Family Caregivers Act (S.4292/H.R.8274 - 119th Congress). The Optimizing Participant Tax Incentives through Optional Noncash Selections Act (H.R.8314 - 119th Congress). The SMART Savings Act (S.5204/H.R.10039 - 119th Congress). The Retirement Simplification and Clarity Act (S.5156/H.R.6324 - 119th Congress). The Savers' Match Enhancement Act (S.5507 - 119th Congress). To amend the Internal Revenue Code of 1986 to impose limitations on high-income taxpayers with large retirement account balances (S.5040/H.R.9813 - 119th Congress). Treasury - IRS - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). Treasury - IRS - Implementation of Public Law No: 117-328, the Consolidated Appropriations Act, 2023, Division T - SECURE 2.0 Act of 2022. Treasury - Request for Information on Uses, Opportunities, and Risks of Artificial Intelligence in the Financial Services Sector - 89 FR 50048. Treasury - FinCEN - Final Rule on AML/CFT Program and Suspicious Activity Report Filing Requirements for RIAs and Exempt Reporting Advisers (RIN 1506-AB58). Treasury - IRS - Final Rule Required Minimum Distributions - 87 FR 10504, 26 CFR 1 and 26 CFR 54, REG-105954-20 (RIN 1545-BP82). Treasury - IRS - Guidance on Section 324 of the SECURE 2.0 Act with Respect to Rollovers (Notice 2026-49). Treasury - IRS - Final Rule - Automatic Enrollment Requirements Under Section 414A (RIN: 1545-BR08).","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":63574,"prefix":null,"prefix_display":null,"first_name":"PAUL","nickname":null,"middle_name":"JEFFREY","last_name":"RICHMAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":71044,"prefix":null,"prefix_display":null,"first_name":"JOHN","nickname":null,"middle_name":null,"last_name":"JENNINGS","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":188,"name":"Internal Revenue Service (IRS)"},{"id":38,"name":"Labor, Dept of (DOL)"},{"id":88,"name":"Securities & Exchange Commission (SEC)"},{"id":1,"name":"SENATE"},{"id":41,"name":"Treasury, Dept of"}]},{"general_issue_code":"FIN","general_issue_code_display":"Financial Institutions/Investments/Securities","description":"DOL - Proposed Rule on Automatic Portability Transactions Exemption - 29 CFR 255 (RIN 1210-AC21). DOL - EBSA - Fiduciary Duties in Selecting Designated Investment Alternatives, RIN 1210-AC38. FINRA - Regulatory Notice - 25-04 - Rule Modernization Review Proposal. FINRA - Regulatory Notice - 25-05 - Outside Business Activities Proposed Rule. FINRA - Regulatory Notice - 25-07 - Supporting Modern Member Workplaces. FINRA - Regulatory Notice - 26-14 - Requests Comment on Proposed Changes to Modernize Rule 2210 (Communications with the Public). Legislation establishing a federal regulatory framework to oversee the cryptocurrency market in and use of cryptocurrency in retirement plans. Legislation to provide favorable tax treatment for guaranteed lifetime income. Legislation and rulemaking affecting annuities, variable life products and retirement savings including Trump Administration and Congressional proposals on tax reform, ERISA, and securities laws. Legislation to direct the SEC to allow the use of amended appropriate registration forms to authorize consistent registrations for non-variable products. Legislation to ensure a balanced approach to the regulation of environmental, social, and governance investments. Legislation to increase protections and safeguards for personal financial information. Legislation to make a diverse slate of indexed and variable annuity contracts with guaranteed benefits eligible to be treated as QLACs to better meet the diverse needs of retirement savers. Legislation to provide balanced approach to regulating the use of AI by the insured retirement industry. Proposals at the Department of Labor for increasing access to guaranteed, protected lifetime solutions. Proposals at the Department of Labor to Rescind \"ESG Rule\" and Draft \"Anti-ESG Rule.\" Proposals at the Department of Treasury/IRS for increasing access to guaranteed, protected lifetime income solutions. SEC - Implementation and Enforcement of Regulation BI and Form CRS. SEC - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). SEC - Implementation of Public Law No: 117-328, the Consolidated Appropriations Act, 2023, Division AA - Financial Services Matters, Title I-Registration for Index linked Annuities, Sec. 101. Parity for Registered Index-Linked Annuities Regarding Registration Rules. SEC - Final Rule - Registration for Index-Linked Annuities and Registered Market Value Adjustment Annuities; Amendments to Form N-4 for Index-Linked Annuities, Registered Market Value Adjustment Annuities, and Variable Annuities; Other Technical Amendments - 17 CFR Parts 230, 232, 239, and 274, RIN 3235-AN30. SEC - Proposed Rule - Electronic Delivery of Information Under the Federal Securities Laws (RIN: 3235-AN57). SEC - Request for Comment - Novel ETFs (RIN 3235-AN81). SEC- Proposed Rule - Registered Offering Reform - 17 CFR Parts 210, 229, 230, 232, 239, 240, and 249 (RIN 3235-AN41). SEC - Proposed Rule - Adviser and Regulated Fund Custody Rules; Crypto Custody Rules (RIN 3235-AN46). SEC - Proposed Rule - Transfer Agent Rules (RIN 3235-AL55). The President's Executive Order - Democratizing Access to Alternative Assets for 401(K) Investors (08/07/2025) (E.O. 14330). The Data Privacy Act (H.R.1165 - 118th Congress). The Empowering States to Protect Seniors from Bad Actors Act (H.R.5914 - 117th Congress). The E-SIGN Modernization Act of 2022 (S.3715 - 117th Congress). The Financial Freedom Act of 2023 (S.427/H.R.1177 - 118th Congress). The Financial Innovation and Technology for the 21st Century Act (H.R.4763 - 118th Congress). The Improving Corporate Governance Through Diversity Act of 2023 (S.2007/H.R.4177 - 118th Congress). The Lummis-Gillibrand Responsible Financial Innovation Act (S.2281 - 118th Congress). The No Discrimination in My Benefits Act (H.R.5338 - 118th Congress). The RETIRE Act (H.R.5339 - 118th Congress). The Retirement Proxy Protection Act (H.R.5337 - 118th Congress). The SAFER Banking Act (S.2860 - 118th Congress). The Secure And Fair Enforcement (SAFE) Banking Act of 2023 (S.1323/H.R.2891 - 118th Congress). The Elder Justice Reauthorization and Modernization Act of 2023 (S.1198/H.R.2718 - 118th Congress). The Ensuring Sound Guidance Act (S.2282/H.R.4237 - 118th Congress). The Expanding Access to Capital Act (H.R.2799 - 118th Congress). The Empowering Main Street in America Act (S.5139 - 118th Congress). The Retirement Fairness for Charities and Educational Institutions Act of 2025 (S.424/H.R.1013-119th Congress). The Protecting Prudent Investment of Retirement Savings Act (H.R.2988 - 119th Congress). The Tax Relief for Victims of Crimes, Scams, and Disasters Act (S.1773/H.R.3469 - 119th Congress). The Financial Exploitation Prevention Act of 2025 (S.2840/H.R.2478 - 119th Congress). The Helping Young Americans Save for Retirement Act (S.1707/H.R.4718 - 119th Congress). The Improving Disclosure for Investors Act 2024/2025(S.1877/H.R.2441 - 119th Congress). The Securing and Enabling Commerce Using Remote and Electronic (SECURE) Notarization Act of 2025 (S.1561/H.R.1777 - 119th Congress). The Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 (H.R.3383 - 119th Congress). The Retirement Investment Choice Act (H.R.5748 - 119th Congress). The Senior Security Act (S.4055/H.R.1469 - 119th Congress). The Catching Up Family Caregivers Act (S.4291/H.R.8273 - 119th Congress). The CLEAR Forms Act (H.R.10234 - 119th Congress). The Consumer Financial Protection Accountability and Reform Act (H.R.10184 - 119th Congress). Treasury - IRS - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94).","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":63574,"prefix":null,"prefix_display":null,"first_name":"PAUL","nickname":null,"middle_name":"JEFFREY","last_name":"RICHMAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":71044,"prefix":null,"prefix_display":null,"first_name":"JOHN","nickname":null,"middle_name":null,"last_name":"JENNINGS","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":188,"name":"Internal Revenue Service (IRS)"},{"id":38,"name":"Labor, Dept of (DOL)"},{"id":88,"name":"Securities & Exchange Commission (SEC)"},{"id":1,"name":"SENATE"},{"id":41,"name":"Treasury, Dept of"}]}],"conviction_disclosures":[],"foreign_entities":[],"affiliated_organizations":[]}]}