Pension and Budget Integrity Act of 2016

Defined Benefit Plans and Defined Contribution Plans; HR 4955: Pension and Budget Integrity Act

Client expense: $240,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of, White House Office

Defined Benefit Plans and Defined Contribution Plans; HR 4955: Pension and Budget Integrity Act

Client expense: $240,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of, White House Office

S 3000/HR 5293 - Department of Defense Appropriations Act, 2017 including issues related to aircraft and technology programs, Army and Missile Defense Agency procurement, Research Development Test & Evaluation (RDTE), rotary systems programs, Navy programs, Overseas Contingency Operations (OCO), Operations & Maintenance (O&M) provisions; S 2943/HR 4909 - National Defense Authorization Act for Fiscal Year 2017, P.L. 114-328 including issues related to Army and Missile Defense Agency procurement, RDTE, OCO, O&M provisions, aircraft and technology programs; HR 2028 - Further Continuing and Security Assistance Appropriations Act, 2017, P.L. 114-223 including issues related to aircraft and technology programs, space programs, rotary systems programs, Navy programs; S 2806/HR 4974 - Military Construction and Veterans Affairs and Related Agencies Appropriations Act, 2017 including issues related to military construction; S 3117 - Department of State, Foreign Operations, and Related Programs Appropriations Act, 2017, P.L. 114-254 including issues related to foreign military sales and foreign military financing and space, missile defense, and strategic programs; HR 5325 - Continuing Appropriations and Military Construction, Veterans Affairs, and Related Agencies Appropriations Act, 2017, and Zika Response and Preparedness Act including issues related to civil space programs; S 3346 - National Aeronautics and Space Administration Transition Authorization Act of 2016 including issues related to space programs and associated space exploration authorities; S 3240/HR 4955 - Pension and Budget Integrity Act of 2016 to prohibit the use of premiums paid to the Pension Benefit Guaranty Corporation (PBGC) premiums from being counted as general revenue for purposes of budgetary scorekeeping and to amend the Employee Retirement Income Security Act of 1974 (ERISA) to exclude the receipt and disbursement of the Pension Benefit Guaranty Corporation (PBGC) from the federal budget; S 3068/HR 5538 - Department of the Interior, Environment, and Related Agencies Appropriations Act, 2017 including issues related to the U.S. Forest Service wildland firefighting technology; HR 4851 - Electronic Warfare Capabilities Enhancement Act of 2016 including issues related to defense programs; S 3001/HR 5634 - Department of Homeland Security Appropriations Act, 2017 including issues related to the U.S. Coast Guard long range surveillance aircraft and provisions related to border security domain awareness technology, Coast Guard funding

Client expense: $3,290,000 · Firm income: Not reported

Government targets: Air Force, Dept of, Army, Dept of (Other), Defense, Dept of (DOD), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Natl Aeronautics & Space Administration (NASA), Navy, Dept of, SENATE

S 3000/HR 5293 - Department of Defense Appropriations Act, 2017 including issues related to aircraft and technology programs including development and procurement, Army and Missile Defense Agency procurement, Research Development Test & Evaluation (RDTE), Overseas Contingency Operations (OCO), Operations & Maintenance (O&M), U.S. Coast Guard and joint federal firefighting aircraft programs, acquisition reform; S 2943/HR 4909 - National Defense Authorization Act for Fiscal Year 2017 including issues related to Army and Missile Defense Agency procurement, RDTE, S 3346 - National Aeronautics and Space Administration Transition Authorization Act of 2016 including issues related to space programs, OCO, O&M, aircraft and technology programs, acquisition reform; HR 2039 - National Aeronautics and Space Administration Authorization Act for 2016 and 2017 including issues related to space programs; S 2837/HR 5393 and S.Rept.114-239 - Commerce, Justice, Science, and Related Agencies Appropriations Act, 2017 including issues related to biometric programs, information technology programs, National Science Foundation programs, space programs; S 3117 - Department of State, Foreign Operations, and Related Programs Appropriations Act, 2017 including issues related to foreign military sales and foreign military pricing; S 2806/HR 4974 - Military Construction, Veterans Affairs, and Related Agencies Appropriations Act, 2017 including issues related to Veterans Healthcare programs, electronic patient care records, compensation and pension examinations, military construction; S 2844/HR 5394 - Transportation, Housing and Urban Development, and Related Agencies Appropriations Act, 2017 including issues related to aviation, airport security, Housing and Urban Development (HUD) Information Technology Fund, Federal Housing Administration (FHA) Transformation Fund Initiatives; S 3067/HR 5485 - Financial Services and General Government Appropriations Act, 2017 including issues related to the Treasury and financial systems, General Services Administration, Internal Revenue Service; S 3040/HR 5926 - Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act, 2017 including issues related to Social Security Administration information technology infrastructure, Centers for Medicare/Medicaid services, National Institutes of Health, Department of Education; HR 5325 - Continuing Appropriations and Military Construction, Veterans Affairs, and Related Agencies Appropriations Act, 2017, and Zika Response and Preparedness Act including issues related to aircraft and technology programs; S 3001/HR 5634 - Department of Homeland Security Appropriations Act, 2017 including issues related to U.S. Coast Guard long range surveillance aircraft and border security domain awareness technology, Coast Guard funding; S 3068/HR 5538 - Department of the Interior, Environment, and Related Agencies Appropriations Act, 2017 including issues related to US Forest Service wildland firefighting technology and management funding provisions; HR 4851 - Electronic Warfare Capabilities Enhancement Act of 2016 including issues related to defense; S 3240/HR 4955 - Pension and Budget Integrity Act of 2016 to amend the Employee Retirement Income Security Act of 1974 (ERISA) to exclude the receipt and disbursement of the Pension Benefit Guaranty Corporation (PBGC) from the federal budget and to prohibit the use of premiums paid to the PBGC premiums from being counted as general revenue for purposes of budgetary scorekeeping; H. Con. Res. 125, the Fiscal Year 2017 Budget Resolution including issues related to defense, aircraft and technology programs

Client expense: $3,320,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Air Force, Dept of, Army, Dept of (Other), Defense, Dept of (DOD), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Interior, Dept of (DOI), Natl Aeronautics & Space Administration (NASA), Navy, Dept of, SENATE, State, Dept of (DOS)

S 3000/HR 5293 - Department of Defense Appropriations Act, 2017 and Titles I, II, XV including all issues related to aircraft and technology programs, shipbuilding, missile programs, electronic warfare systems, remote mine hunting systems, Army and Missile Defense Agency procurement, Research Development Test Evaluation (RDTE), Overseas Contingency Operations (OCO), Operations & Maintenance (O&M) provisions, US Coast Guard and joint federal firefighting aircraft programs, Army/Navy/Air Force missile programs; S 2943/HR 4909 - National Defense Authorization Act for Fiscal Year 2017 and Titles I, II, XV including all issues related to Army and Missile Defense Agency procurement, RDTE, OCO, O&M provisions, Army/Navy/Air Force missile programs; HR 2039 - National Aeronautics and Space Administration (NASA) Authorization Act for 2016 and 2017 including issues related to NASA programs and National Oceanic and Atmospheric Administration (NOAA) programs; S 2837/HR 5393 - Commerce, Justice, Science, and Related Agencies Appropriations Act, 2017 including all issues related to biometric programs, information technology programs, science programs, NASA programs, NOAA programs; S 2806/HR 4974 - Military Construction, Veterans Affairs, and Related Agencies Appropriations Act, 2017 including all issues related to Veterans healthcare information technology programs, Veterans healthcare programs, electronic patient care records, compensation and pension examinations, military construction provisions; S 2844/HR 5394 - Transportation, Housing and Urban Development, and Related Agencies Appropriations Act, 2017 including issues related to aviation and airport security, Housing and Urban Development (HUD), Information Technology Fund, Federal Housing Administration (FHA) Transformation Fund Initiatives; S 3067/HR 5485 - Financial Services and General Government Appropriations Act, 2017 including issues related to the Treasury and financial systems, Internal Revenue System (IRS), General Services Administration (GSA); S 3117/HR 5912 - Department of State, Foreign Operations, and Related Programs Appropriations Act, 2017 including issues related to foreign military sales and foreign military financing; S 3040/HR (not yet introduced) - Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act, 2017 including issues related to the Social Security Administration Information technology infrastructure, Centers for Medicare/Medicaid Services, National Institutes of Health and the Department of Education programs; S 3001/HR 5634 - Department of Homeland Security Appropriations Act, 2017 including issues related to the US Coast Guard aviation programs and Customs and Border Protection border surveillance programs, Coast Guard funding provisions; S 3068/HR 5538 - Department of the Interior, Environment, and Related Agencies Appropriations Act, 2017 including issues related to the US Forest Service aerial wildland firefighting programs and funding provisions; HR 4955 - Pension and Budget Integrity Act of 2016 to amends the Employee Retirement Income Security Act of 1974 (ERISA) to exclude the receipt and disbursement of the Pension Benefit Guaranty Corporation (PBGC) from the federal budget; HR 4851 - Enhancement of Electronic Warfare Capabilities; H. Con. Res. 125, the Fiscal Year 2017 Budget Resolution

Client expense: $3,510,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Air Force, Dept of, Army, Dept of (Other), Defense, Dept of (DOD), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Interior, Dept of (DOI), Natl Aeronautics & Space Administration (NASA), Navy, Dept of, SENATE, State, Dept of (DOS)

H.R. 1713 - Student Loan Repayment Assistance Act of 2015 (Expands Section 127 of IRC.) H.R. 3861 - Employer Participation in Student Loan Assistance Act (Expands Sec. 127 of IRC.) H.R. 4363 - Student Tax Affordability and Relief Act (Expands Sec. 127 of IRC.) H.R. 4867 - Working Families Relief Act (Expands Sec. 127 of IRC.) H.R. 4955 - Pension and Budget Integrity Act of 2016 (PBGC Budget legislation.) H.R. 5191 - Higher Education Loan Payments (HELP) for Students and Parents Act (Expands Sec. 127 of the IRC.) Senate Bill - Pension and Budget Integrity Act of 2016 (PBGC Budget legislation.) S. 245 & H.R. 506 - Automatic IRA Act of 2015 (Auto enroll employees in an IRA.) S. 266 & H.R. 557 - Retirement Security Act of 2015 (Design flexibility in multi-employer pension plans.) S. 2502 & H.R. 4293 - Affordable Retirement Advice Protection Act (Response to DOL Fiduciary Rule.) S. 2505 & H.R. 4294 - Strengthening Access to Valuable Education and Retirement Support Act (Response to DOL Fiduciary Rule.) S. 3240 - Pension and Budget Integrity Act of 2016 (PBGC Budget legislation.) Definition of 'Fiduciary' - DOL Multi-Employer Pension Reform Legislation - House and Senate Pension Non-Discrimination Meetings - House and Senate Tax Reform & Retirement Security Task Force- House and Senate Tax Credits for Child Care (To allow families to deduct the costs of child care from their income taxes.) - House

Client expense: $328,177 · Firm income: Not reported

Government targets: Equal Employment Opportunity Commission (EEOC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), Natl Labor Relations Board (NLRB), SENATE, Small Business Administration (SBA), Treasury, Dept of, White House Office

Issues pertaining to pension nondiscrimination testing, and the Pension and Budget Integrity Act of 2016 (H.R. 4955 and S. 3240), all provisions.

Client expense: $1,470,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Defense Security Cooperation Agency (DSCA), Defense, Dept of (DOD), Director of National Intelligence (ODNI), Federal Aviation Administration (FAA), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Natl Aeronautics & Space Administration (NASA), Natl Geospatial Intelligence Agency, Natl Oceanic & Atmospheric Administration (NOAA), Natl Security Agency (NSA), SENATE, State, Dept of (DOS), Treasury, Dept of

H.R.4955, The Pension and Budget Integrity Act

Client expense: Not reported · Firm income: $50,000

Government targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, SENATE, State, Dept of (DOS), U.S. Architectural & Transportation Barriers Compliance Board (ACCESS), U.S. Trade Representative (USTR)

Flexibility in Implementing Pension Mortality Table Updates H.R. 4955, S. 3240, Pension and Budget Integrity Act

Client expense: $1,760,000 · Firm income: Not reported

Government targets: Army, Dept of (Corps of Engineers), Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Consumer Product Safety Commission (CPSC), Energy, Dept of, Environmental Protection Agency (EPA), Export-Import Bank of the United States (EXIM Bank), Federal Communications Commission (FCC), Federal Energy Regulatory Commission (FERC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Interior, Dept of (DOI), Justice, Dept of (DOJ), Natl Economic Council (NEC), Natl Institute of Standards & Technology (NIST), Office of Management & Budget (OMB), Office of Surface Mining Reclamation & Enforcement, Patent & Trademark Office (PTO), SENATE, Securities & Exchange Commission (SEC), Small Business Administration (SBA), State, Dept of (DOS), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Customs & Border Protection, U.S. International Trade Commission (ITC), U.S. Trade Representative (USTR), White House Office

H.R. 4955, Pension and Budget Integrity Act, S. 3240

Client expense: $160,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 4955 - Pension and Budget Integrity Act of 2016 (PBGC Budget Legislation) S. 245 & H.R. 506 - Automatic IRA Act of 2015 (Auto enroll employees in an IRA.) S. 266 & H.R. 557 - Retirement Security Act of 2015 (Design flexibility in multi-employer pension plans.) S. 2502 & H.R. 4293 - Affordable Retirement Advice Protection Act (Response to DOL Fiduciary Rule.) S. 2505 & H.R. 4294 - Strengthening Access to Valuable Education and Retirement Support Act (Response to DOL Fiduciary Rule.) Definition of 'Fiduciary' - DOL Multi-Employer Pension Reform Legislation - House and Senate Pension Non-Discrimination Meetings - House and Senate Retirement Savings through MYRA - White House Tax Reform & Retirement Security - House

Client expense: $462,495 · Firm income: Not reported

Government targets: Equal Employment Opportunity Commission (EEOC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), Natl Labor Relations Board (NLRB), SENATE, Small Business Administration (SBA), Treasury, Dept of, White House Office

Federal R&D Appropriation Federal Appropriations: FY17 Defense Appropriations (H.R.5393/S.2837) FY17 VA-HUD Appropriations (H.R. 5394/S.2844) Body Armor & Combat Helmet Procurement FY17 DHS Appropriations (H.R. 5634/S.3001) Legal Services Corp Appropriations FY17 Defense Authorization (H.R.4909/S.2814) FY17 Transportation Appropriations (H.R.5394/S.2844) S3240/H.R. 4955, The Pension and Budget Integrity Act Tactical Hearing Protection

Client expense: $540,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Defense, Dept of (DOD), Education, Dept of, Energy, Dept of, Environmental Protection Agency (EPA), Federal Highway Administration (FHA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Justice, Dept of (DOJ), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Transportation, Dept of (DOT), Treasury, Dept of, U.S. International Trade Commission (ITC), U.S. Trade Representative (USTR), Veterans Affairs, Dept of (VA)

Support adequate funding for the Low Income Home Energy Assistance Program (LIHEAP); Advocated for appropriations for research and development to improve natural gas technologies and natural gas vehicles; H. Con. Res. 125, FY 2017 Budget Resolution (budget issues generally); H.R. 2028, FY 2017 Continuing Appropriations (budget issues generally); H.R. 4955, The Pension and Budget Integrity Act; H.R. 5054 (H. Rept. 114-531), FY 2017 Agriculture, Rural Development, Food and Drug Administration and Related Agencies Appropriations (budget issues generally, De Minimis Exception Level Under the Swap Dealer Definition, Bona Fide Hedging Exemption, Financial Entity Definition and Physical Forward Contacts with Volumetric Optionality); H.R. 5055 (H. Rept. 114-532), FY 2017 Energy and Water Development Appropriations (budget issues generally, grid resilience, DOE-industry partnership on cyber and physical security, Electricity Subsector Coordinating Council (ESCC), Cybersecurity for Energy Delivery Systems (CEDS) program, Cyber Mutual Assistance program, Infrastructure Security and Energy Restoration (ISER) program, and Transformer Reliance and Advanced Components (TRAC) program); H.R. 5293 (H. Rept. 114-577), FY 2017 Defense Appropriations (budget issues generally, Enhanced DoD Collaboration on Major Storm Recovery Efforts and Enhanced Grid Resiliency); H.R. 5325, FY 2017 Continuing Appropriations and Military Construction, Veterans Affairs, and Related Agencies Appropriation Act, 2017, and Zika Response and Preparedness Act (budget issues generally); H.R. 5394 (H. Rept. 114-606), FY 2017 Transportation, Housing and Urban Development, and Related Agencies Appropriations (budget issues generally, Unmanned Aircraft Systems, Coal and Rail Interdependencies, Community Development Block Grants, and Transportation Electrification); H.R. 5485 (H. Rep. 114-624), FY 2017 Financial Services and General Government Appropriations (budget issues generally, Access to Adequate, Suitable Spectrum, Clarification of the Telephone Consumer Protection Act, Convergence of Energy and Telecom, Electric Utility Pole Attachment and FEC Enforcement of the Prior Approval Requirement); H.R. 5538 (H. Rept. 114-632), FY 2017 Interior, Environment, and Related Agencies Appropriations (budget issues generally, Waters of the US, Coal Combustion Residual regulation, Steam Effluent Electric guidelines, Endangered Species Act, Avian Protection, Sage-Grouse Habitat Preservation and Vegetation Management); H.R. 5926 (H. Rept. 114-699), FY 2017 Labor, Health and Human Services, Education, and Related Agencies Appropriations (funding for the Low Income Home Energy Assistance Program (LIHEAP)); H.R. 5634 (H. Rept. 114-668), FY 2017 Homeland Security Appropriations (budget issues generally, GridEx III; Cyber Mutual Assistance and Grid Hardening Investment); H. Con. Res. 125 (H. Rept. 114-470), FY 2017 Budget Resolution, (budget issues generally, CBO scoring of ESPCs and UESCs); S. 2804 (S. Rept. 114-236), FY 2017 Energy and Water Development Appropriations (budget issues generally, grid resilience, DOE-industry partnership on cyber and physical security, Electricity Subsector Coordinating Council (ESCC), Cybersecurity for Energy Delivery Systems (CEDS) program, Cyber Mutual Assistance program, Infrastructure Security and Energy Restoration (ISER) program, and Transformer Reliance and Advanced Components (TRAC) program); S. 2844 (S. Rept. 114-243), FY 2017 Transportation, Housing and Urban Development, and Related Agencies Appropriations (budget issues generally, Unmanned Aircraft Systems, Coal and Rail Interdependencies, Community Development Block Grants, and Transportation Electrification); S. 2956 (S. Rept. 114-259), FY 2017 Agriculture, Rural Development, Food and Drug Administration and Related Agencies Appropriations (budget issues generally, De Minimis Exception Level Under the Swap Dealer Definition, Bona Fide Hedging Exemption, Financial Entity Definition and Physical Forward Contacts with Volumetric Optionality); S. 3000 (S. Rept. 114-263), FY 2017 Defense Appropriations (budget issues generally, Enhanced Dod Collaboration on Major Storm Recovery Efforts and Enhanced Grid Resiliency); S. 3001 (S. Rept. 114-264), FY 2017 Homeland Security Appropriations (budget issues generally, GridEx III; Cyber Mutual Assistance and Grid Hardening Investment); S. 3040 (S. Rept. 114-274), FY 2017 Labor, Health and Human Services, Education and Related Agencies Appropriations (funding for the Low Income Home Energy Assistance Program (LIHEAP)); S.3067 (S. Rept. 114-280), FY 2017 Financial Services and General Government Appropriations (budget issues generally, Access to Adequate, Suitable Spectrum, Clarification of the Telephone Consumer Protection Act, Convergence of Energy and Telecom, Electric Utility Pole Attachment and FEC Enforcement of the Prior Approval Requirement); S. 3068 (S. Rept. 114-281), FY 2017 Interior, Environment, and Related Agencies Appropriations (budget issues generally, Waters of the US, Coal Combustion Residual regulation, Steam Effluent Electric guidelines, Endangered Species Act, Avian Protection, Sage-Grouse Habitat Preservation and Vegetation Management); S.3240, The Pension and Budget Integrity Act.

Client expense: $280,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Energy, Dept of, Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, SENATE, U.S. Forest Service

H.R. 4955 - Pension and Budget Integrity Act of 2016 (PBGC Budget Legislation) S. 245 & H.R. 506 - Automatic IRA Act of 2015 (Auto enroll employees in an IRA.) S. 266 & H.R. 557 - Retirement Security Act of 2015 (Design flexibility in multi-employer pension plans.) S. 2502 & H.R. 4293 - Affordable Retirement Advice Protection Act (Response to DOL Fiduciary Rule.) S. 2505 & H.R. 4294 - Strengthening Access to Valuable Education and Retirement Support Act (Response to DOL Fiduciary Rule.) Definition of 'Fiduciary' - DOL Multi-Employer Pension Reform Legislation - House and Senate Pension Non-Discrimination Meetings - House and Senate Retirement Savings through MYRA - White House Tax Reform & Retirement Security - House

Client expense: $462,495 · Firm income: Not reported

Government targets: Equal Employment Opportunity Commission (EEOC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), Natl Labor Relations Board (NLRB), SENATE, Small Business Administration (SBA), Treasury, Dept of, White House Office

H.R. 1713 - Student Loan Repayment Assistance Act of 2015 (Expands Section 127 of IRC) H.R. 3861 - Employer Participation in Student Loan Assistance Act (Expands Sec. 127 of IRC) H.R. 4363 - Student Tax Affordability and Relief Act (Expands Sec. 127 of IRC) H.R. 4867 - Working Families Relief Act (Expands Sec. 127 of IRC) H.R. 4955 - Pension and Budget Integrity Act of 2016 (PBGC Budget Legislation) H.R. 5191 - Higher Education Loan Payments (HELP) for Students and Parents Act (Expands Sec. 127 of the IRC) Senate Bill - Pension and Budget Integrity Act of 2016 (PBGC Budget Legislation) S. 245 & H.R. 506 - Automatic IRA Act of 2015 (Auto enroll employees in an IRA.) S. 266 & H.R. 557 - Retirement Security Act of 2015 (Design flexibility in multi-employer pension plans.) S. 2502 & H.R. 4293 - Affordable Retirement Advice Protection Act (Response to DOL Fiduciary Rule.) S. 2505 & H.R. 4294 - Strengthening Access to Valuable Education and Retirement Support Act (Response to DOL Fiduciary Rule.) Definition of 'Fiduciary' - DOL Multi-Employer Pension Reform Legislation - House and Senate Pension Non-Discrimination Meetings - House and Senate Retirement Savings through MYRA - White House Tax Reform & Retirement Security Task Force- House and Senate

Client expense: $722,598 · Firm income: Not reported

Government targets: Equal Employment Opportunity Commission (EEOC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), Natl Labor Relations Board (NLRB), SENATE, Small Business Administration (SBA), Treasury, Dept of, White House Office

S. 3069 FY 2017 Interior, Environment, and Related Agencies Appropriations legislation (budget issues generally, Waters of the U.S., Coal Combustion Residual regulation, Steam Effluent Electric guidelines, Endangered Species Act, Avian Protection, Sage-Grouse Habitat Preservation and Vegetation Management); Draft FY 2017 Energy and Water Development Appropriations legislation (budget issues generally, grid resilience, DOE-industry partnership on cyber and physical security, Electricity Subsector Coordinating Council (ESCC), Cybersecurity for Energy Delivery Systems (CEDS) program, Cyber Mutual Assistance program, Infrastructure Security and Energy Restoration (ISER) program, and Transformer Reliance and Advanced Components (TRAC) program; The Pension and Budget Integrity Act; S. 2956 (S. Rept. 114-259), FY 2017 Agriculture, Rural Development, Food and Drug Administration and Related Agencies Appropriation legislation, (budget issues generally, De Minimis Exception Level Under the Swap Dealer Definition, Bona Fide Hedging Exemption, Financial Entity Definition and Physical Forward Contacts with Volumetric Optionality); H.R. 5054 (H. Rept. 114-531), FY 2017 Agriculture, Rural Development, Food and Drug Administration and Related Agencies Appropriation legislation, (budget issues generally, De Minimis Exception Level Under the Swap Dealer Definition, Bona Fide Hedging Exemption, Financial Entity Definition and Physical Forward Contacts with Volumetric Optionality); H.R. 5055 (H. Rept. 114-532), FY 2017 Energy and Water Development Appropriations legislation (budget issues generally, grid resilience, DOE-industry partnership on cyber and physical security, Electricity Subsector Coordinating Council (ESCC), Cybersecurity for Energy Delivery Systems (CEDS) program, Cyber Mutual Assistance program, Infrastructure Security and Energy Restoration (ISER) program, and Transformer Reliance and Advanced Components (TRAC) program); Funding for the Low Income Home Energy Assistance Program (LIHEAP) for FY2017; H.R. 5394 (H. Rept. 114-606), FY 2017 Transportation Housing and Urban Development, and Related Agencies Appropriations legislation, (budget issues generally, Unmanned Aircraft Systems, Coal and Rail Interdependencies, Community Development Block Grants, and Transportation Electrification); H.R. 5538 (H. Rept. 114-632), FY 2017 Interior, Environment, and Related Agencies Appropriations legislation (budget issues generally, Waters of the US, Coal Combustion Residual regulation, Steam Effluent Electric guidelines, Endangered Species Act, Avian Protection, Sage-Grouse Habitat Preservation and Vegetation Management); H.R. 5634 (H. Rept. 114-668), FY 2017 Homeland Security Appropriations legislation, (budget issues generally, GridEx III; Cyber Mutual Assistance and Grid Hardening Investment); S. 2804 (S. Rept. 114-236), FY 2017 Energy and Water Development Appropriations legislation, (budget issues generally, grid resilience, DOE-industry partnership on cyber and physical security, Electricity Subsector Coordinating Council (ESCC), Cybersecurity for Energy Delivery Systems (CEDS) program, Cyber Mutual Assistance program, Infrastructure Security and Energy Restoration (ISER) program, and Transformer Reliance and Advanced Components (TRAC) program); S. 2844 (S. Rept. 114-243), FY 2017 Transportation Housing and Urban Development, and Related Agencies Appropriations legislation, (budget issues generally, Unmanned Aircraft Systems, Coal and Rail Interdependencies, Community Development Block Grants, and Transportation Electrification); S. 3000 (S. Rept. 114-263), FY 2017 Defense Appropriations legislation, (budget issues generally, Enhanced Dod Collaboration on Major Storm Recovery Efforts and Enhanced Grid Resiliency); S. 3001 (S. Rept. 114-281), FY 2017 Homeland Security Appropriations legislation, (budget issues generally, GridEx III; Cyber Mutual Assistance and Grid Hardening Investment); S.3067 (S. Rept. 114-280), FY 2017 Financial Services and General Government Appropriations legislation, (budget issues generally, Access to Adequate, Suitable Spectrum, Clarification of the Telephone Consumer Protection Act, Convergence of Energy and Telecom, Electric Utility Pole Attachment and FEC Enforcement of the Prior Approval Requirement); H.R. 5485 (H. Rep. 114-624), FY 2017 Financial Services and General Government Appropriations legislation, (budget issues generally, Access to Adequate, Suitable Spectrum, Clarification of the Telephone Consumer Protection Act, Convergence of Energy and Telecom, Electric Utility Pole Attachment and FEC Enforcement of the Prior Approval Requirement); H.R. 5293 (H. Rept. 114-577), FY 2017 Defense Appropriations legislation, (budget issues generally, Enhanced Dod Collaboration on Major Storm Recovery Efforts and Enhanced Grid Resiliency); S. 3068 (S. Rept. 114-281), FY 2017 Interior, Environment, and Related Agencies Appropriations legislation (budget issues generally, Waters of the US, Coal Combustion Residual regulation, Steam Effluent Electric guidelines, Endangered Species Act, Avian Protection, Sage-Grouse Habitat Preservation and Vegetation Management); H.R. 2029, "Consolidated Appropriations Act"; H.R. 5325 Continuing Appropriations and Military Construction, Veterans Affairs, and Related Agencies Appropriation Act, 2017, and Zika Response and Preparedness Act (budget issues generally); H.R. 5926 (H. Rept. 114-699), FY 2017 Labor, Health and Human Services, Education, and Related Agencies Appropriations (funding for the Low Income Home Energy Assistance Program (LIHEAP)); H. Con. Res. 125 (H. Rept. 114-470), FY 2017 Budget Resolution, (budget issues generally, CBO scoring of ESPCs and UESCs); S. 3040 (S. Rept. 114-274), FY 2017 Labor, Health and Human Services, Education and Related Agencies Appropriations (funding for the Low Income Home Energy Assistance Program (LIHEAP)); H.R. 2028, FY 2017 Continuing Appropriations (budget issues generally); H.R. 4955, The Pension and Budget Integrity Act; H.R. 5634 (H. Rept. 114-668), FY 2017 Homeland Security Appropriations (budget issues generally, GridEx III; Cyber Mutual Assistance and Grid Hardening Investment); S.3240, The Pension and Budget Integrity Act.

Client expense: $410,000 · Firm income: Not reported

Government targets: Energy, Dept of, Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, Interior, Dept of (DOI), SENATE, White House Office

DAVID BROWN: House, Senate Energy and water appropriations H.R. 2028 and S. 2804 H.R. 2028, FY 2017 Continuing Appropriations (budget issues generally); H.R. 5055 Making appropriations for energy and water development and related agencies for the fiscal year ending September 30, 2017, and for other purposes. DAVID GILBERT: House, Senate H. Con. Res. 125, FY 2017 Budget Resolution (budget issues generally); H.R. 2028, FY 2017 Continuing Appropriations (budget issues generally); H.R. 4955, The Pension and Budget Integrity Act; H.R. 5054 (H. Rept. 114-531), FY 2017 Agriculture, Rural Development, Food and Drug Administration and Related Agencies Appropriations (budget issues generally, De Minimis Exception Level Under the Swap Dealer Definition, Bona Fide Hedging Exemption, Financial Entity Definition and Physical Forward Contacts with Volumetric Optionality); H.R. 5055 (H. Rept. 114-532), FY 2017 Energy and Water Development Appropriations (budget issues generally, grid resilience, DOE-industry partnership on cyber and physical security, Electricity Subsector Coordinating Council (ESCC), Cybersecurity for Energy Delivery Systems (CEDS) program, Cyber Mutual Assistance program, Infrastructure Security and Energy Restoration (ISER) program, and Transformer Reliance and Advanced Components (TRAC) program); H.R. 5293 (H. Rept. 114-577), FY 2017 Defense Appropriations (budget issues generally, Enhanced DoD Collaboration on Major Storm Recovery Efforts and Enhanced Grid Resiliency); H.R. 5394 (H. Rept. 114-606), FY 2017 Transportation, Housing and Urban Development, and Related Agencies Appropriations (budget issues generally, Unmanned Aircraft Systems, Coal and Rail Interdependencies, Community Development Block Grants, and Transportation Electrification); H.R. 5485 (H. Rep. 114-624), FY 2017 Financial Services and General Government Appropriations (budget issues generally, Access to Adequate, Suitable Spectrum, Clarification of the Telephone Consumer Protection Act, Convergence of Energy and Telecom, Electric Utility Pole Attachment and FEC Enforcement of the Prior Approval Requirement); H.R. 5926 (H. Rept. 114-699), FY 2017 Labor, Health and Human Services, Education, and Related Agencies Appropriations (funding for the Low Income Home Energy Assistance Program (LIHEAP)); H.R. 5634 (H. Rept. 114-668), FY 2017 Homeland Security Appropriations (budget issues generally, GridEx III; Cyber Mutual Assistance and Grid Hardening Investment); H. Con. Res. 125 (H. Rept. 114-470), FY 2017 Budget Resolution, (budget issues generally, CBO scoring of ESPCs and UESCs); S. 2804 (S. Rept. 114-236), FY 2017 Energy and Water Development Appropriations (budget issues generally, grid resilience, DOE-industry partnership on cyber and physical security, Electricity Subsector Coordinating Council (ESCC), Cybersecurity for Energy Delivery Systems (CEDS) program, Cyber Mutual Assistance program, Infrastructure Security and Energy Restoration (ISER) program, and Transformer Reliance and Advanced Components (TRAC) program); S. 2844 (S. Rept. 114-243), FY 2017 Transportation, Housing and Urban Development, and Related Agencies Appropriations (budget issues generally, Unmanned Aircraft Systems, Coal and Rail Interdependencies, Community Development Block Grants, and Transportation Electrification); S. 2956 (S. Rept. 114-259), FY 2017 Agriculture, Rural Development, Food and Drug Administration and Related Agencies Appropriations (budget issues generally, De Minimis Exception Level Under the Swap Dealer Definition, Bona Fide Hedging Exemption, Financial Entity Definition and Physical Forward Contacts with Volumetric Optionality); S. 3000 (S. Rept. 114-263), FY 2017 Defense Appropriations (budget issues generally, Enhanced Dod Collaboration on Major Storm Recovery Efforts and Enhanced Grid Resiliency); S. 3001 (S. Rept. 114-264), FY 2017 Homeland Security Appropriations (budget issues generally, GridEx III; Cyber Mutual Assistance and Grid Hardening Investment); S. 3040 (S. Rept. 114-274), FY 2017 Labor, Health and Human Services, Education and Related Agencies Appropriations (funding for the Low Income Home Energy Assistance Program (LIHEAP)); S.3067 (S. Rept. 114-280), FY 2017 Financial Services and General Government Appropriations (budget issues generally, Access to Adequate, Suitable Spectrum, Clarification of the Telephone Consumer Protection Act, Convergence of Energy and Telecom, Electric Utility Pole Attachment and FEC Enforcement of the Prior Approval Requirement); S.3240, The Pension and Budget Integrity Act. JACQUELINE CARNEY: House, Senate Energy and water appropriations H.R. 2028 and S. 2804 H.R. 5055 Making appropriations for energy and water development and related agencies for the fiscal year ending September 30, 2017, and for other purposes. KATHERINE OTT: House, Senate H. Con. Res. 125, FY 2017 Budget Resolution (budget issues generally); H.R. 2028, FY 2017 Continuing Appropriations (budget issues generally); H.R. 5926 (H. Rept. 114-699), FY 2017 Labor, Health and Human Services, Education, and Related Agencies Appropriations (funding for the Low Income Home Energy Assistance Program (LIHEAP)) S. 2844 (S. Rept. 114-243), FY 2017 Transportation, Housing and Urban Development, and Related Agencies Appropriations (budget issues generally, Unmanned Aircraft Systems, Coal and Rail Interdependencies, Community Development Block Grants, and Transportation Electrification) S. 3040 (S. Rept. 114-274), FY 2017 Labor, Health and Human Services, Education and Related Agencies Appropriations (funding for the Low Income Home Energy Assistance Program (LIHEAP))

Client expense: $900,000 · Firm income: Not reported

Government targets: Energy, Dept of, Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Office of Management & Budget (OMB), SENATE

Issues pertaining to pension nondiscrimination testing, and the Pension and Budget Integrity Act of 2016 (H.R. 4955 and S. 3240), all provisions.

Client expense: $1,290,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Defense Security Cooperation Agency (DSCA), Defense, Dept of (DOD), Director of National Intelligence (ODNI), Federal Aviation Administration (FAA), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Natl Aeronautics & Space Administration (NASA), Natl Geospatial Intelligence Agency, Natl Oceanic & Atmospheric Administration (NOAA), Natl Security Agency (NSA), SENATE, State, Dept of (DOS), Treasury, Dept of

Increases to PBGC premiums and proposals regarding the treatment of ERISA plans under the swaps and derivatives provisions of P.L.111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act. Pension and Budget Integrity Act of 2016 (H.R. 4955; S.3240).

Client expense: $2,020,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Energy, Dept of, Environmental Protection Agency (EPA), Executive Office of the President (EOP), Federal Communications Commission (FCC), Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Natl Highway Traffic Safety Administration (NHTSA), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office

Increases to PBGC premiums and proposals regarding the treatment of ERISA plans under the swaps and derivatives provisions of P.L.111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act. Pension and Budget Integrity Act of 2016 (H.R. 4955; S.3240).

Client expense: $2,020,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Energy, Dept of, Environmental Protection Agency (EPA), Executive Office of the President (EOP), Federal Communications Commission (FCC), Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Natl Highway Traffic Safety Administration (NHTSA), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office

H. Con. Res. 125, FY 2017 Budget Resolution (budget issues generally); H.R. 2028, FY 2017 Continuing Appropriations (budget issues generally); H.R. 4955, The Pension and Budget Integrity Act; H.R. 5054 (H. Rept. 114-531), FY 2017 Agriculture, Rural Development, Food and Drug Administration and Related Agencies Appropriations (budget issues generally, De Minimis Exception Level Under the Swap Dealer Definition, Bona Fide Hedging Exemption, Financial Entity Definition and Physical Forward Contacts with Volumetric Optionality); H.R. 5055 (H. Rept. 114-532), FY 2017 Energy and Water Development Appropriations (budget issues generally, grid resilience, DOE-industry partnership on cyber and physical security, Electricity Subsector Coordinating Council (ESCC), Cybersecurity for Energy Delivery Systems (CEDS) program, Cyber Mutual Assistance program, Infrastructure Security and Energy Restoration (ISER) program, and Transformer Reliance and Advanced Components (TRAC) program); H.R. 5293 (H. Rept. 114-577), FY 2017 Defense Appropriations (budget issues generally, Enhanced DoD Collaboration on Major Storm Recovery Efforts and Enhanced Grid Resiliency); H.R. 5325, FY 2017 Continuing Appropriations and Military Construction, Veterans Affairs, and Related Agencies Appropriation Act, 2017, and Zika Response and Preparedness Act (budget issues generally); H.R. 5394 (H. Rept. 114-606), FY 2017 Transportation, Housing and Urban Development, and Related Agencies Appropriations (budget issues generally, Unmanned Aircraft Systems, Coal and Rail Interdependencies, Community Development Block Grants, and Transportation Electrification); H.R. 5485 (H. Rep. 114-624), FY 2017 Financial Services and General Government Appropriations (budget issues generally, Access to Adequate, Suitable Spectrum, Clarification of the Telephone Consumer Protection Act, Convergence of Energy and Telecom, Electric Utility Pole Attachment and FEC Enforcement of the Prior Approval Requirement); H.R. 5538 (H. Rept. 114-632), FY 2017 Interior, Environment, and Related Agencies Appropriations (budget issues generally, Waters of the US, Coal Combustion Residual regulation, Steam Effluent Electric guidelines, Endangered Species Act, Avian Protection, Sage-Grouse Habitat Preservation and Vegetation Management); H.R. 5926 (H. Rept. 114-699), FY 2017 Labor, Health and Human Services, Education, and Related Agencies Appropriations (funding for the Low Income Home Energy Assistance Program (LIHEAP)); H.R. 5634 (H. Rept. 114-668), FY 2017 Homeland Security Appropriations (budget issues generally, GridEx III; Cyber Mutual Assistance and Grid Hardening Investment); H. Con. Res. 125 (H. Rept. 114-470), FY 2017 Budget Resolution, (budget issues generally, CBO scoring of ESPCs and UESCs); S. 2804 (S. Rept. 114-236), FY 2017 Energy and Water Development Appropriations (budget issues generally, grid resilience, DOE-industry partnership on cyber and physical security, Electricity Subsector Coordinating Council (ESCC), Cybersecurity for Energy Delivery Systems (CEDS) program, Cyber Mutual Assistance program, Infrastructure Security and Energy Restoration (ISER) program, and Transformer Reliance and Advanced Components (TRAC) program); S. 2844 (S. Rept. 114-243), FY 2017 Transportation, Housing and Urban Development, and Related Agencies Appropriations (budget issues generally, Unmanned Aircraft Systems, Coal and Rail Interdependencies, Community Development Block Grants, and Transportation Electrification); S. 2956 (S. Rept. 114-259), FY 2017 Agriculture, Rural Development, Food and Drug Administration and Related Agencies Appropriations (budget issues generally, De Minimis Exception Level Under the Swap Dealer Definition, Bona Fide Hedging Exemption, Financial Entity Definition and Physical Forward Contacts with Volumetric Optionality); S. 3000 (S. Rept. 114-263), FY 2017 Defense Appropriations (budget issues generally, Enhanced Dod Collaboration on Major Storm Recovery Efforts and Enhanced Grid Resiliency); S. 3001 (S. Rept. 114-264), FY 2017 Homeland Security Appropriations (budget issues generally, GridEx III; Cyber Mutual Assistance and Grid Hardening Investment); S. 3040 (S. Rept. 114-274), FY 2017 Labor, Health and Human Services, Education and Related Agencies Appropriations (funding for the Low Income Home Energy Assistance Program (LIHEAP)); S.3067 (S. Rept. 114-280), FY 2017 Financial Services and General Government Appropriations (budget issues generally, Access to Adequate, Suitable Spectrum, Clarification of the Telephone Consumer Protection Act, Convergence of Energy and Telecom, Electric Utility Pole Attachment and FEC Enforcement of the Prior Approval Requirement); S. 3068 (S. Rept. 114-281), FY 2017 Interior, Environment, and Related Agencies Appropriations (budget issues generally, Waters of the US, Coal Combustion Residual regulation, Steam Effluent Electric guidelines, Endangered Species Act, Avian Protection, Sage-Grouse Habitat Preservation and Vegetation Management); S.3240, The Pension and Budget Integrity Act.

Client expense: $2,160,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 4955/S 3240, Pension and Budget Integrity Act of 2016 S. 3471, Retirement Enhancement and Savings Act of 2016 H.J. Res. 88, Disapproving the rule submitted by the Department of Labor relating to the definition of the term "Fiduciary" Draft legislation authorizing composite plans Proposed regulation regarding nondiscrimination relief for closed defined benefit pension plans and additional changes to the retirement plan nondiscrimination requirements (81 Fed. Reg. 4,976, January 29, 2016) Proposed regulation on the definition of the term fiduciary; conflict of interest rule-retirement investment advice and related proposed prohibited transaction exemptions (80 Fed. Reg 34,869, June 18, 2015) Proposed regulation regarding savings arrangements established by state political subdivisions for non-governmental employees (81 Fed. Reg. 59,581, August 30, 2016) Proposed regulation on missing participants (81 Fed. Reg. 64,700, September 20, 2016) Proposed Revision of annual information return/reports (81 Fed. Reg. 47,533, July 21, 2016) Final rule regarding savings arrangements established by states for non-governmental employees (81 Fed. Reg. 59,464, August 30, 2016) Various issues relating to multiemployer pension plan reform; Consolidated and Further Continuing Appropriations Act, 2015 (P.L. 113-483), including provisions relating to the Multiemployer Pension Reform Act of 2014

Client expense: $18,590,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Army, Dept of (Corps of Engineers), Bureau of Industry and Security (BIS), Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Consumer Financial Protection Bureau (CFPB), Consumer Product Safety Commission (CPSC), Council on Environmental Quality (CEQ), Defense, Dept of (DOD), Education, Dept of, Energy, Dept of, Environmental Protection Agency (EPA), Equal Employment Opportunity Commission (EEOC), Executive Office of the President (EOP), Federal Bureau of Investigation (FBI), Federal Communications Commission (FCC), Federal Reserve System, Federal Trade Commission (FTC), General Services Administration (GSA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Interior, Dept of (DOI), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Economic Council (NEC), Natl Institute of Standards & Technology (NIST), Natl Labor Relations Board (NLRB), Natl Security Council (NSC), Occupational Safety & Health Administration (OSHA), Office of Management & Budget (OMB), Patent & Trademark Office (PTO), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Small Business Administration (SBA), State, Dept of (DOS), Transportation Security Administration (TSA), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Copyright Office, U.S. Customs & Border Protection, U.S. Fish & Wildlife Service (USFWS), U.S. Geological Survey (USGS), U.S. Trade Representative (USTR), White House Office

H.R.4955, S. 3240 - Pension and Budget Integrity Act; Legislation seeks to prohibit Congress from using PBGC premium increases as a way to balance federal budget S. 3471 - Retirement Enhancement and Savings Act of 2016; Bipartisan pension reform legislation

Client expense: $430,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, SENATE, U.S. Trade Representative (USTR)

H.R. 4955, Pension and Budget Integrity Act of 2016; S. 3240, Pension and Budget Integrity Act

Client expense: $940,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Support adequate funding for the Low Income Home Energy Assistance Program (LIHEAP); Advocated for appropriations for research and development to improve natural gas technologies and natural gas vehicles; H. Con. Res. 125, FY 2017 Budget Resolution (budget issues generally); H.R. 2028, FY 2017 Continuing Appropriations (budget issues generally); H.R. 4955, The Pension and Budget Integrity Act; H.R. 5054 (H. Rept. 114-531), FY 2017 Agriculture, Rural Development, Food and Drug Administration and Related Agencies Appropriations (budget issues generally, De Minimis Exception Level Under the Swap Dealer Definition, Bona Fide Hedging Exemption, Financial Entity Definition and Physical Forward Contacts with Volumetric Optionality); H.R. 5055 (H. Rept. 114-532), FY 2017 Energy and Water Development Appropriations (budget issues generally, grid resilience, DOE-industry partnership on cyber and physical security, Electricity Subsector Coordinating Council (ESCC), Cybersecurity for Energy Delivery Systems (CEDS) program, Cyber Mutual Assistance program, Infrastructure Security and Energy Restoration (ISER) program, and Transformer Reliance and Advanced Components (TRAC) program); H.R. 5293 (H. Rept. 114-577), FY 2017 Defense Appropriations (budget issues generally, Enhanced DoD Collaboration on Major Storm Recovery Efforts and Enhanced Grid Resiliency); H.R. 5325, FY 2017 Continuing Appropriations and Military Construction, Veterans Affairs, and Related Agencies Appropriation Act, 2017, and Zika Response and Preparedness Act (budget issues generally); H.R. 5394 (H. Rept. 114-606), FY 2017 Transportation, Housing and Urban Development, and Related Agencies Appropriations (budget issues generally, Unmanned Aircraft Systems, Coal and Rail Interdependencies, Community Development Block Grants, and Transportation Electrification); H.R. 5485 (H. Rep. 114-624), FY 2017 Financial Services and General Government Appropriations (budget issues generally, Access to Adequate, Suitable Spectrum, Clarification of the Telephone Consumer Protection Act, Convergence of Energy and Telecom, Electric Utility Pole Attachment and FEC Enforcement of the Prior Approval Requirement); H.R. 5538 (H. Rept. 114-632), FY 2017 Interior, Environment, and Related Agencies Appropriations (budget issues generally, Waters of the US, Coal Combustion Residual regulation, Steam Effluent Electric guidelines, Endangered Species Act, Avian Protection, Sage-Grouse Habitat Preservation and Vegetation Management); H.R. 5926 (H. Rept. 114-699), FY 2017 Labor, Health and Human Services, Education, and Related Agencies Appropriations (funding for the Low Income Home Energy Assistance Program (LIHEAP)); H.R. 5634 (H. Rept. 114-668), FY 2017 Homeland Security Appropriations (budget issues generally, GridEx III; Cyber Mutual Assistance and Grid Hardening Investment); H. Con. Res. 125 (H. Rept. 114-470), FY 2017 Budget Resolution, (budget issues generally, CBO scoring of ESPCs and UESCs); S. 2804 (S. Rept. 114-236), FY 2017 Energy and Water Development Appropriations (budget issues generally, grid resilience, DOE-industry partnership on cyber and physical security, Electricity Subsector Coordinating Council (ESCC), Cybersecurity for Energy Delivery Systems (CEDS) program, Cyber Mutual Assistance program, Infrastructure Security and Energy Restoration (ISER) program, and Transformer Reliance and Advanced Components (TRAC) program); S. 2844 (S. Rept. 114-243), FY 2017 Transportation, Housing and Urban Development, and Related Agencies Appropriations (budget issues generally, Unmanned Aircraft Systems, Coal and Rail Interdependencies, Community Development Block Grants, and Transportation Electrification); S. 2956 (S. Rept. 114-259), FY 2017 Agriculture, Rural Development, Food and Drug Administration and Related Agencies Appropriations (budget issues generally, De Minimis Exception Level Under the Swap Dealer Definition, Bona Fide Hedging Exemption, Financial Entity Definition and Physical Forward Contacts with Volumetric Optionality); S. 3000 (S. Rept. 114-263), FY 2017 Defense Appropriations (budget issues generally, Enhanced Dod Collaboration on Major Storm Recovery Efforts and Enhanced Grid Resiliency); S. 3001 (S. Rept. 114-264), FY 2017 Homeland Security Appropriations (budget issues generally, GridEx III; Cyber Mutual Assistance and Grid Hardening Investment); S. 3040 (S. Rept. 114-274), FY 2017 Labor, Health and Human Services, Education and Related Agencies Appropriations (funding for the Low Income Home Energy Assistance Program (LIHEAP)); S.3067 (S. Rept. 114-280), FY 2017 Financial Services and General Government Appropriations (budget issues generally, Access to Adequate, Suitable Spectrum, Clarification of the Telephone Consumer Protection Act, Convergence of Energy and Telecom, Electric Utility Pole Attachment and FEC Enforcement of the Prior Approval Requirement); S. 3068 (S. Rept. 114-281), FY 2017 Interior, Environment, and Related Agencies Appropriations (budget issues generally, Waters of the US, Coal Combustion Residual regulation, Steam Effluent Electric guidelines, Endangered Species Act, Avian Protection, Sage-Grouse Habitat Preservation and Vegetation Management); S.3240, The Pension and Budget Integrity Act.

Client expense: $260,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Energy, Dept of, Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, SENATE, U.S. Forest Service

PBGC premiums. ERISA 420; all provisions. H.R. 2656 - Receiving Electronic Statements to Improve Retiree Earnings (RETIRE) Act; all provisions. H.R. 4955 - Pension and Budget Integrity Act (PBIA). IRS Notice 2015-19 - Revisions to the Employee Plans Determination Letter Program. S. 3240 Pension and Budget Integrity Act. General issues and regulations: pension and retirement proposals, cash balance, and related tax reform issues. Department of Labor Definition of Fiduciary regulations. De-risking defined benefit plans. EEO-1 Form Changes. Frozen defined benefit plans and nondiscrimination testing. Lifetime income illustrations on benefit statements. Treasury and IRS proposals and final regulations implementing the cash balance and pension equity plan provisions of the Pension Protection Act of 2006 (PPA).

Client expense: $110,000 · Firm income: Not reported

Government targets: Council of Economic Advisers (CEA), Equal Employment Opportunity Commission (EEOC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Economic Council (NEC), Pension Benefit Guaranty Corporation (PBGC), SENATE, Treasury, Dept of

H.R. 2315 "Mobile Workforce State Income Tax Simplification Act. H.R. 4016 amending the Internal Revenue Code of 1986 to extend the limitation on carry-over of excess corporate charitable contributions (Paulsen) H.R. 4955 "The Pension and Budget Integrity Act" (Renacci) House Blue Print for Tax Reform S. 386 "Mobile Workforce State Income Tax Simplification Act. S. 3240 The Pension and Budget Integrity Act".

Client expense: $610,000 · Firm income: Not reported

Government targets: Council on Environmental Quality (CEQ), Energy, Dept of, Environmental Protection Agency (EPA), Federal Energy Regulatory Commission (FERC), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), SENATE

H.R. 4955, Pension and Budget Integrity Act of 2016; S. 3240, Pension and Budget Integrity Act

Client expense: Not reported · Firm income: $30,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Defined Benefit Plans and Defined Contribution Plans; HR 4955: Pension and Budget Integrity Act

Client expense: $180,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of, White House Office

Federal R&D Appropriation Federal Appropriations: FY17 Defense Appropriations (H.R.5393/S.2837) FY17 VA-HUD Appropriations (H.R. 5394/S.2844) Body Armor & Combat Helmet Procurement FY17 DHS Appropriations (H.R. 5634/S.3001) Legal Services Corp Appropriations FY17 Defense Authorization (H.R.4909/S.2814) FY17 Transportation Appropriations (H.R.5394/S.2844) S3240/H.R. 4955, The Pension and Budget Integrity Act Tactical Hearing Protection U.S. House GOP Tax Payment Border Adjustability Tax Policy

Client expense: $610,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Defense, Dept of (DOD), Education, Dept of, Energy, Dept of, Environmental Protection Agency (EPA), Federal Highway Administration (FHA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Justice, Dept of (DOJ), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Transportation, Dept of (DOT), Treasury, Dept of, U.S. International Trade Commission (ITC), U.S. Trade Representative (USTR), Veterans Affairs, Dept of (VA)

Provisions regarding tax reform; Cadillac Tax; PBGC Premiums; Section 385 Regulations; S 3240; HR 4955

Client expense: $160,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S 3000/HR 5293 - Department of Defense Appropriations Act, 2017 including issues related to aircraft and technology programs, Army and Missile Defense Agency procurement, Research Development Test & Evaluation (RDTE), rotary systems programs, Navy programs, Overseas Contingency Operations (OCO), Operations & Maintenance (O&M) provisions; S 2943/HR 4909 - National Defense Authorization Act for Fiscal Year 2017, P.L. 114-328 including issues related to Army and Missile Defense Agency procurement, RDTE, OCO, O&M provisions, aircraft and technology programs; HR 2028 - Further Continuing and Security Assistance Appropriations Act, 2017, P.L. 114-223 including issues related to aircraft and technology programs, space programs, rotary systems programs, Navy programs; S 2806/HR 4974 - Military Construction and Veterans Affairs and Related Agencies Appropriations Act, 2017 including issues related to military construction; S 3117 - Department of State, Foreign Operations, and Related Programs Appropriations Act, 2017, P.L. 114-254 including issues related to foreign military sales and foreign military financing and space, missile defense, and strategic programs; HR 5325 - Continuing Appropriations and Military Construction, Veterans Affairs, and Related Agencies Appropriations Act, 2017, and Zika Response and Preparedness Act including issues related to civil space programs; S 3346 - National Aeronautics and Space Administration Transition Authorization Act of 2016 including issues related to space programs and associated space exploration authorities; S 3240/HR 4955 - Pension and Budget Integrity Act of 2016 to prohibit the use of premiums paid to the Pension Benefit Guaranty Corporation (PBGC) premiums from being counted as general revenue for purposes of budgetary scorekeeping and to amend the Employee Retirement Income Security Act of 1974 (ERISA) to exclude the receipt and disbursement of the Pension Benefit Guaranty Corporation (PBGC) from the federal budget; S 3068/HR 5538 - Department of the Interior, Environment, and Related Agencies Appropriations Act, 2017 including issues related to the U.S. Forest Service wildland firefighting technology; HR 4851 - Electronic Warfare Capabilities Enhancement Act of 2016 including issues related to defense programs; S 3001/HR 5634 - Department of Homeland Security Appropriations Act, 2017 including issues related to the U.S. Coast Guard long range surveillance aircraft and provisions related to border security domain awareness technology, Coast Guard funding

Client expense: $3,210,000 · Firm income: Not reported

Government targets: Air Force, Dept of, Army, Dept of (Other), Defense, Dept of (DOD), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Natl Aeronautics & Space Administration (NASA), Navy, Dept of, SENATE

S. 245, Automatic IRA Act of 2015 S. 324, SEAL Act S. 266, Retirement Security Act of 2015 - S. 1317 Lifetime Income Disclosure Act - S. 2110 - Womans Pension Protection Act of 2015 S. 2492 - Encouraging Americans to Save Act S. 3078 - Retirement Savings Lost and Found Act of 2016 S. 3240 - Pension and Budget Integrity Act of 2016 S. 3307 - A bill to amend the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974 to avoid duplicative annual reporting, and for other purposes S. 3338 - Small Business Employee Retirement Savings Act of 2016 S. 3417 - Receiving Electronic Statements to Improve Retiree Earnings Act - S. 3471 - Retirement Enhancement and Savings Act of 2016 - H.R. 2029 - Consolidated Appropriations Act, 2016 - H.R. 4236 - Financial Security Credit Act of 2015 - H.R. 4294 - Strengthening Access to Valuable Education and Retirement Support Act of 2015 - H.R. 4293 - Affordable Retirement Advice Protection Act H.R. 506, Automatic IRA Act of 2015 H.R. 577, Retirement Security Act of 2015 H.R. 1090, Retail Investor Protection Act (Wagner) - H.R. 2317 Lifetime Income Disclosure Act - H.R. 2656, Receiving Electronic Statements to Improve Retiree Earnings Act - H.R. 4955 - Pension and Budget Integrity Act of 2016 - H.R. 4067 - Small Businesses Add Value for Employees (SAVE) Act of 2015 - H.R. 5731 - Secure, Accessible, Valuable, Efficient Universal Pension (SAVE UP) Accounts Act - H.R. 5805 - Retirement Savings Lost and Found Act of 2016

Client expense: $114,533 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC)

The association monitors and reacts to policy concepts that may impact its ability to continue offering its high quality Retirement Security Plans to members, their employees, and the association staff at affordable rates and on reasonable terms and conditions. During the reporting period, the association focused on the following: H.R. 4955 - Pension and Budget Integrity Act of 2016 - All sections. S. 3240 - Pension and Budget Integrity Act of 2016 - All sections. Retirement Improvements and Savings Enhancements (RISE) Act of 2016 - Sections - Title I and II. Chairmans Modification of the Retirement Enhancement and Savings Act of 2016 - Section II, E.

Client expense: $160,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 1713 - Student Loan Repayment Assistance Act of 2015 (Expands Section 127 of IRC.) H.R. 3861 - Employer Participation in Student Loan Assistance Act (Expands Sec. 127 of IRC.) H.R. 4363 - Student Tax Affordability and Relief Act (Expands Sec. 127 of IRC.) H.R. 4867 - Working Families Relief Act (Expands Sec. 127 of IRC.) H.R. 4955 - Pension and Budget Integrity Act of 2016 (PBGC Budget legislation.) H.R. 5191 - Higher Education Loan Payments (HELP) for Students and Parents Act (Expands Sec. 127 of the IRC.) Senate Bill - Pension and Budget Integrity Act of 2016 (PBGC Budget legislation.) S. 245 & H.R. 506 - Automatic IRA Act of 2015 (Auto enroll employees in an IRA.) S. 266 & H.R. 557 - Retirement Security Act of 2015 (Design flexibility in multi-employer pension plans.) S. 2502 & H.R. 4293 - Affordable Retirement Advice Protection Act (Response to DOL Fiduciary Rule.) S. 2505 & H.R. 4294 - Strengthening Access to Valuable Education and Retirement Support Act (Response to DOL Fiduciary Rule.) S. 3240 - Pension and Budget Integrity Act of 2016 (PBGC Budget legislation.) Definition of 'Fiduciary' - DOL Multi-Employer Pension Reform Legislation - House and Senate Pension Non-Discrimination Meetings - House and Senate Tax Reform & Retirement Security Task Force- House and Senate Tax Credits for Child Care (To allow families to deduct the costs of child care from their income taxes.) - House

Client expense: $328,177 · Firm income: Not reported

Government targets: Equal Employment Opportunity Commission (EEOC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), Natl Labor Relations Board (NLRB), SENATE, Small Business Administration (SBA), Treasury, Dept of, White House Office

Flexibility in Implementing Pension Mortality Table Updates H.R. 4955, S. 3240, Pension and Budget Integrity Act

Client expense: $1,760,000 · Firm income: Not reported

Government targets: Army, Dept of (Corps of Engineers), Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Consumer Product Safety Commission (CPSC), Energy, Dept of, Environmental Protection Agency (EPA), Export-Import Bank of the United States (EXIM Bank), Federal Communications Commission (FCC), Federal Energy Regulatory Commission (FERC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Interior, Dept of (DOI), Justice, Dept of (DOJ), Natl Economic Council (NEC), Natl Institute of Standards & Technology (NIST), Office of Management & Budget (OMB), Office of Surface Mining Reclamation & Enforcement, Patent & Trademark Office (PTO), SENATE, Securities & Exchange Commission (SEC), Small Business Administration (SBA), State, Dept of (DOS), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Customs & Border Protection, U.S. International Trade Commission (ITC), U.S. Trade Representative (USTR), White House Office

S. 2147, Pension Accountability Act; H.R. 4029, Pension Accountability Act; S. 1631, Keep Our Pension Promises Act; H.R. 2844, Keep Our Pension Promises Act; S. 3240, Pension and Budget Integrity Act of 2016; H.R. 4955, Pension and Budget Integrity Act of 2016; and the Retirement Enhancement and Savings Act of 2016

Client expense: $300,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

PBGC Premiums, HR 4955, S 3240 - the Pension and Budget Integrity Act

Client expense: $198,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, SENATE, U.S. Trade Representative (USTR)

H.R.557, S.266: Retirement Security Act of 2015 Issues regarding multiple-employer plans. Draft Tax Reform proposals related to changes in retirement tax policy. Retirement Enhancement and Savings Act of 2016 (S. 347) - related to IRS Testing and PBGC Premiums for Co-op & Charity Pension Plans Pension and Budget Integrity Act of 2016 This bill amends the Employee Retirement Income Security Act of 1974 (ERISA) to exclude the receipts and disbursements of the Pension Benefit Guaranty Corporation (PBGC) from the federal budget. H.R. 4955 Pension and Budget Integrity Act of 2016 This bill amends the Employee Retirement Income Security Act of 1974 (ERISA) to exclude the receipts and disbursements of the Pension Benefit Guaranty Corporation (PBGC) from the federal budget. (The PBGC is a federal agency that insures the benefits of private sector, defined benefit pension plans. The PBGC receives no federal funds and is financed by insurance premiums paid by sponsors of the plans, investment income, assets from pension plans taken over by the PBGC, and recoveries from the companies formerly responsible for the plans.) S.3240 This bill prohibits provisions that increase or extend an increase of Pension Benefit Guaranty Corporation (PBGC) premiums from being counted as an offset to determine budget points of order for legislation in the House or the Senate. (The PBGC is a federal agency that insures the benefits of private sector, defined benefit pension plans. The PBGC is financed by insurance premiums paid by sponsors of the plans, investment income, assets from pension plans taken over by the PBGC, and recoveries from the companies formerly responsible for the plans. This bill prevents increases in PBGC premiums from being used to pay for provisions that increase the deficit in determining whether a budget point of order applies to legislation.)

Client expense: $590,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 2028, Further Continuing and Security Assistance Appropriations Act, 2017 Energy and Water Development and Related Agencies Appropriations Act. Issues pertaining to limitation language on any changes to the definition of waters under federal control, which includes the Waters of the U.S. rule. Transportation, Housing and Urban Development, and Related Agencies Appropriations Act. Issues pertaining to providing funding for the Surface Transportation Board. Department of State, Foreign Operations, and Related Programs Appropriations Act. Issues related to funding for the Cooperative Development Program and the 150 account. Agriculture, Rural Development, Food and Drug Administration, and Related Agencies Appropriations Act. Issues related to the appropriations for the RUS Electric Loan Program, the Guaranteed Underwriter Program, and the Rural Economic Development Loan & Grant Program and the Rural Energy Savings Program and title 6205 of H.R. 2642: The Agricultural Act of 2014 (P.L.113-79) Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act. Issues related to LIHEAP Funding S.3040/H.R. 5926. Interior Appropriations Act - Issues related to funding restrictions for lesser prairie chicken, sage grouse, northern long ear bat. Issues related to the EPA's final coal combustion residuals regulation. Issues related to the Administration's rulemaking on the "Clean Power Plan" and it's potential impact on the RUS loan portfolio. Issues related to the Administration's proposal to lower the National Ambient Air Quality Standards (NAAQS) for Ozone pursuant to the Clean Air Act. H.R.4955 - Pension and Budget Integrity Act of 2016 To amend the Employee Retirement Income Security Act of 1974 to exclude the receipts and disbursements of the Pension Benefit Guaranty Corporation from the Federal budget. H.R. 2577/H.R. 5325 - Continuing Appropriations and Military Construction, Veterans Affairs, and Related Agencies Appropriations Act, 2017 and Zika Response and Preparedness Act. Provisions related to allowing a temporary waiver of NPDES permit requirements for pesticide applications to address mosquitoes carrying the Zika virus.

Client expense: $590,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

PBGC premiums ERISA, 420, all provisions. H.R. 2656 - Receiving Electronic Statements to Improve Retiree Earnings (RETIRE) Act; all provisions. H.R. 4955 - Pension and Budget Integrity Act (PBIA). IRS Notice 2015-19 - Revisions to the Employee Plans Determination Letter Program. S. 3240 Pension and Budget Integrity Act General issues and regulations: pension and retirement proposals, cash balance, and related tax reform issues. Department of Labor Definition of Fiduciary regulations. De-risking defined benefit plans. EEO-1 Form Changes Frozen defined benefit plans and nondiscrimination testing. Lifetime income illustrations on benefit statements. Treasury and IRS proposals and final regulations implementing the cash balance and pension equity plan provisions of the Pension Protection Act of 2006 (PPA).

Client expense: Not reported · Firm income: $20,000

Government targets: Council of Economic Advisers (CEA), Equal Employment Opportunity Commission (EEOC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Economic Council (NEC), Pension Benefit Guaranty Corporation (PBGC), SENATE, Treasury, Dept of

Support for budget reform for PBGC premiums, including H.R. 4955, Pension and Budget Integrity Act of 2016.

Client expense: $3,290,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Commerce, Dept of (DOC), Energy, Dept of, Environmental Protection Agency (EPA), Federal Railroad Administration, Federal Transit Administration (FTA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), Natl Highway Traffic Safety Administration (NHTSA), Office of Management & Budget (OMB), Pipeline & Hazardous Materials Safety Administration, SENATE, State, Dept of (DOS), Surface Transportation Board (STB), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office

General tax reform proposals and legislation relating to PBGC premiums and defined pension plans (H.R. 4955 and S. 3240).

Client expense: Not reported · Firm income: $60,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R.506: Automatic IRA Act of 2015- Amends the Internal Revenue Code to: (1) require certain employers who do not maintain qualifying retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement (automatic IRA arrangement) which grants such employees the right to opt-out of participation; (2) require the Secretary of the Treasury to provide employers with a model notice for notifying employees of their opportunity to participate in an automatic IRA arrangement and to provide participants with an annual statement setting forth payments, earnings, value, and other specified information; (3) impose a penalty on employers who fail to provide eligible employees access to an automatic IRA arrangement; (4) allow employers who do not have more than 100 employees a tax credit for costs associated with establishing an automatic IRA arrangement; and (5) increase the dollar limitation on the tax credit for small employer pension plan startup costs. Establishes an Automatic IRA Advisory Group to make recommendations regarding automatic IRA investment options. Requires the Secretary and the Secretary of Labor to jointly conduct feasibility studies on: (1) extending spousal consent requirements to automatic IRA arrangements; (2) automatically transferring amounts saved by employees in retirement bonds into alternative, private sector, diversified investments when employees' automatic IRA balances reach a certain dollar level; (3) using investment data to notify individuals with multiple small balance retirement accounts of consolidation options; and (4) using investment arrangements associated with automatic IRAs to assist in addressing the problem of abandoned accounts. Directs the Secretaries to prescribe administrative guidance for the use of multiple employer plans by December 31, 2015. H.R.557: Retirement Security Act of 2015- Directs the Secretary of the Treasury to: (1) prescribe final regulations to permit employers to participate in multiple employer pension benefit plans, (2) promulgate regulations or other guidance to simplify and clarify rules relating to the timing of participant notices required under tax-preferred pension plans and the automatic escalation rules, and (3) modify the 1040EZ tax return form to allow taxpayers to claim the tax credit for retirement savings (saver's credit) on such form. Amends the Employee Retirement Income Security Act of 1974 (ERISA) and the Internal Revenue Code, with respect to employer pension benefit plans, to: (1) allow employers to maintain a tax-exempt multiple employer pension benefit plan even if the employers sponsoring the plan share no common interest, (2) modify requirements for secure deferral arrangements with respect to nondiscrimination and employer matching contributions, and (3) allow employers with not more than 100 employees a business-related tax credit to cover increased matching contributions required by this Act. H.R. 1090/S.2497: Retail Investor Protection Act-Prohibits the Secretary of Labor from prescribing any regulation under the Employee Retirement Income Security Act of 1974 (ERISA) defining the circumstances under which an individual is considered a fiduciary until 60 days after the Securities and Exchange Commission (SEC) issues a final rule governing standards of conduct for brokers and dealers under specified law. Amends the Securities Exchange Act of 1934 to prohibit the SEC from promulgating a rule establishing an investment advisor standard of conduct as the standard of conduct of brokers and dealers before it reports to certain congressional committees whether: (1) retail investors and other customers are being harmed due to brokers or dealers operating under different standards of conduct than those applicable to investment advisors under the Investment Advisers Act of 1940; (2) alternative remedies will reduce any confusion or harm to retail investors due to brokers or dealers operating under such different standards of conduct; (3) adoption of a uniform fiduciary standard of conduct for brokers or dealers and investment advisors would adversely impact their commissions and the availability of proprietary products offered by brokers and dealers, as well as the ability of brokers and dealers to engage in principal transactions with customers; and (4) adoption of a uniform fiduciary standard of conduct for brokers or dealers and investment advisors would adversely impact retail investor access to personalized, cost-effective investment advice and recommendations. Requires the SEC: (1) to publish in the Federal Register formal findings that such rule would reduce retail customer confusion or harm due to standards of conduct applicable to brokers, dealers, and investment advisors; and (2) in proposing rules to consider the differences in the registration, supervision, and examination requirements applicable to brokers, dealers, and investment advisors. H.R. 2656/S.3417 Receiving Electronic Statements To Improve Retiree Earnings Act: To amend the Employee Retirement and Income Security Act of 1974 and the Internal Revenue Code of 1986 to provide for the electronic delivery of pension plan information. H.R.4293 - Affordable Retirement Advice Protection Act: to amend the Employee Retirement Income Security Act of 1974 to ensure that retirement investors receive advice in their best interests H. R. 4294 -To amend the Internal Revenue Code of 1986 to ensure that retirement investors receive advice in their best interests. Strengthening Access to Valuable Education and Retirement Support Act of 2015 H.R. 4955 - Pension and Budget Integrity Act of 2016 - to amends the Employee Retirement Income Security Act of 1974 (ERISA) to exclude the receipts and disbursements of the Pension Benefit Guaranty Corporation (PBGC) from the federal budget. S.245-Automatic IRA Act of 2015: Amends the Internal Revenue Code to: (1) require certain employers who do not maintain qualifying retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement (automatic IRA arrangement) which grants such employees the right to opt-out of participation; (2) require the Secretary of the Treasury to provide employers with a model notice for notifying employees of their opportunity to participate in an automatic IRA arrangement and to provide participants with an annual statement setting forth payments, earnings, value, and other specified information; (3) impose a penalty on employers who fail to provide eligible employees access to an automatic IRA arrangement; (4) allow employers who do not have more than 100 employees a tax credit for costs associated with establishing an automatic IRA arrangement; and (5) increase the dollar limitation on the tax credit for small employer pension plan startup costs. Establishes an Automatic IRA Advisory Group to make recommendations regarding automatic IRA investment options. Requires the Secretary and the Secretary of Labor to jointly conduct feasibility studies on: (1) extending spousal consent requirements to automatic IRA arrangements; (2) automatically transferring amounts saved by employees in retirement bonds into alternative, private sector, diversified investments when employees' automatic IRA balances reach a certain dollar level; (3) using investment data to notify individuals with multiple small balance retirement accounts of consolidation options; and (4) using investment arrangements associated with automatic IRAs to assist in addressing the problem of abandoned accounts. Directs the Secretaries to prescribe administrative guidance for the use of multiple employer plans by December 31, 2015. S.266 - Retirement Security Act of 2015-Directs the Secretary of the Treasury to: (1) prescribe final regulations to permit employers to participate in multiple employer pension benefit plans, (2) promulgate regulations or other guidance to simplify and clarify rules relating to the timing of participant notices required under tax-preferred pension plans and the automatic escalation rules, and (3) modify the 1040EZ tax return form to allow taxpayers to claim the tax credit for retirement savings (saver's credit) on such form. Amends the Employee Retirement Income Security Act of 1974 (ERISA) and the Internal Revenue Code, with respect to employer pension benefit plans, to: (1) allow employers to maintain a tax-exempt multiple employer pension benefit plan even if the employers sponsoring the plan share no common interest, (2) modify requirements for secure deferral arrangements with respect to nondiscrimination and employer matching contributions, and (3) allow employers with not more than 100 employees a business-related tax credit to cover increased matching contributions required by this Act. S.324: Shrinking Emergency Account Losses Act of 2015 or the SEAL Act-Amends the Internal Revenue Code, with respect to loans made from a qualified employer pension plan, to: (1) extend the period for repayment of loans if a plan terminates or a plan participant becomes unemployed, and (2) prohibit plans from allowing the use of credit cards or similar arrangements to access loan amounts. Requires the Secretary of the Treasury to modify regulations governing hardship distributions from qualified employer pension plans to allow participants to make additional contributions to a plan during the six month period following a hardship distribution. S.2502: Affordable Retirement Advice Protection Act This bill amends the Employee Retirement Income Security Act of 1974 (ERISA) to define "investment advice," as it relates to fiduciary duties under such Act, as a recommendation that relates to: (1) the advisability of acquiring, holding, disposing, or exchanging any moneys or other property of a pension plan (or Individual Retirement Account) by the plan, plan participants, or plan beneficiaries, including any recommendation regarding whether to take a distribution of benefits from the plan or any recommendation relating to a rollover or distribution from such plan; (2) the management of moneys or other property of the plan, including recommendations relating to the management of plan assets to be rolled over or otherwise distributed from the plan; or (3) the advisability of retaining or ceasing to retain a person who would receive a fee or other compensation for providing investment advice. Investment advice must be rendered pursuant to either: (1) a written acknowledgment of the obligation of the investment advisor to act in accordance with fiduciary standards under ERISA; or (2) a mutual agreement, arrangement, or understanding that may include limitations on scope, timing, and responsibility to provide ongoing monitoring or advice services. The bill allows an exemption from ERISA prohibited transactions rules for investment advice: (1) for which no more than reasonable compensation is paid; or (2) that is based on a limited range of investment options or may result in variable income to the investment advisor if a clearly-stated notice is provided to the advice recipient that the same or similar investments may be available at a greater or lesser cost from other sources. The bill prohibits the Department of Labor from amending any rules or administrative positions regarding investment advice promulgated under ERISA and no such rules or administrative positions promulgated prior to the enactment date of this Act, but not effective on January 1, 2015, may become effective unless a bill or joint resolution specifically approving such rules or positions is enacted not later than 60 days after the enactment of this Act. S.3240: Pension and Budget Integrity Act of 2016 - This bill prohibits provisions that increase or extend an increase of Pension Benefit Guaranty Corporation (PBGC) premiums from being counted as an offset to determine budget points of order for legislation in the House or the Senate. The Retirement Enhancement and Savings Act of 2016: included broad retirement-related benefits, such as enhancements to 401(k) plans, MEPs, a repeal of the maximum age for individual retirement account (IRA) contributions, and a start-up credit for small employer plans.

Client expense: $504,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE