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Protecting Americans’ Investments from Woke Policies Act
Legislative Progress
Introduced
September 5, 2023
Latest Action
September 19, 2024
Primary Sponsor
Rick W. AllenRepublican(GA)
Momentum (last 30 days)
0
score
0 actions · 0 new cosponsors · 0 votes
Speed vs cohort
92pct
380d open
vs 10,564 other HR bills in the 118th — cohort avg 68d
No CRS summary is available for this bill yet. The source title, actions, sponsors, and text versions below come from Congress.gov.
Yes
423
No
419
Present
0
Not Voting
19
Party Breakdown
These links require the bill number to appear in the filing's source-reported specific issue text. Client expenses and lobbying-firm income are separate disclosure fields.
Filing registrants (16)
Received in the Senate and Read twice and referred to the Committee on Banking, Housing, and Urban Affairs.
Motion to reconsider laid on the table Agreed to without objection.
On passage Passed by the Yeas and Nays: 217 - 206 (Roll no. 427). (text of amendment in the nature of a substitute: CR H5343-5345)
HousePassed/agreed to in House: On passage Passed by the Yeas and Nays: 217 - 206 (Roll no. 427). (text of amendment in the nature of a substitute: CR H5343-5345)
HouseOn motion to recommit Failed by the Yeas and Nays: 206 - 213 (Roll no. 426).
HouseConsidered as unfinished business. (consideration: CR H5370-5372)
POSTPONED PROCEEDINGS - At the conclusion of debate on H.R. 5339, the Chair put the question on the motion to recommit and by voice vote announced that the noes had prevailed. Mr. Kildee demanded the yeas and nays and the Chair postponed further proceedings until a time to be announced.
The previous question on the motion to recommit was ordered pursuant to clause 2(b) of rule XIX.
Bills with similar content found using semantic analysis.
Sources: Congress.gov · House Clerk roll-call votes
| #427 | house | On Passage | Passed | September 18, 2024 |
| #426 | house | On Motion to Recommit | Failed | September 18, 2024 |
2024 · third_quarter · Firearms/Guns/Ammunition
1.Age 21 Act (S.14); 2.AMMO Act (S.3223 / H.R.6172); 3.Ammunition Supply Chain Act (S.4163/H.R.8066); 4.Assault Weapons Ban of 2023 (H.R.698 / S.25); 5.Assault Weapons Excise Act (H.R.5135); 6.Background Check Completion Act of 2023 (S.1116); 7.Background Check Expansion Act (S.494); 8.BIOSAFE Act of 2024 (H.R.8632); 9.Bipartisan Safer Communities Act (Public Law No: 117-159); 10.Bureau of Alcohol, Tobacco, Firearms and Explosives (ATF) Engaged in the Business as a Dealer in Firearm / Stopping Unconstitutional Background Checks Act (H.R.6734 / H.J.Res.144 / S.J.Res.83); 11.Bureau of Alcohol, Tobacco, Firearms and Explosives (ATF) "Frame or Receiver" Final Rule; 12.Bureau of Alcohol, Tobacco, Firearms and Explosives (ATF) Unlawful Disclosure of Firearm Trace Data; 13.Bureau of Industry and Securitys October 27, 2023, Firearms Pause & Review: Frequently Asked Questions Policy Guidance; and Interim Final Rule; (H.R.8208 / H.J.Res.164 / S.J.Res.93 / S.3531 / H.R.6504); 14.Clean Hands Firearm Procurement Act (H.R.8764); 15.Enhanced Background Checks Act of 2023 (H.R.2403); 16.Equal Access to Justice for Victims of Gun Violence Act of 2023 (H.R.4184 / S.2048); 17.EXPLORE Act (H.R.6492) / Range Access Act (H.R.1614); 18.Extreme Risk Protection Order Expansion Act of 2023 (S.247); 19.Fair Access to Banking Act (S.293 / H.R.2743) / Discrimination in lending; 20.Federal Firearm Licensee Act (H.R.1478 / S.4706); 21.Federal Firearm Licensing Act (S.3212); 22.Federal Firearms Licensee Protection Act (S.1907 / H.R.2620); 23.FIREARM Act (S.3812 / H.R.7471); 24.Firearm Industry Nondiscrimination (FIND) Act (S.428 / H.R.53); 25.Firearm Safety Act of 2023 (S.1460); 26.Firearms Interstate Commerce Reform Act (S.4652 / H.R.8364); 27.Freedom from Unfair Gun Taxes Act (S.4960 / H.R.9260); 28.FY25 Appropriations- Agriculture, Rural Development, Food and Drug Administration; 29.FY25 Appropriations-Commerce, Justice, Science and Related Agencies; 30.FY25 Appropriations-Defense; 31.FY25 and FY24 Appropriations-Financial Services and General Government; 32.FY25 Appropriations-Interior, Environment, and Related Agencies; 33.FY25 Appropriations-Military Construction, Veterans Affairs, and Related Agencies; 34.Ghost Guns and Untraceable Firearms Act of 2023 (S.2652); 35.GOSAFE Act (S.3369); 36.Gun Records Restoration and Preservation Act (S.598); 37.Gun Violence Prevention and Community Safety Act of 2023 (S.3407); 38.Gun Violence Prevention Through Financial Intelligence Act (S.1825); 39.HEAR Act of 2023 (S.1383); 40.Identify Gun Stores Act (H.R.7352 / S.298); 41.Keep Americans Safe Act (H.R.625); 42.Keeping Gun Dealers Honest Act of 2023 (S.1826); 43.Lawful Purpose and Historical Firearms Act (S.4972); 44.Lethal Means Safe Storage for Veteran Suicide Prevention Act (S.4929); 45.Modern Firearm Safety Act (H.R.9388); 46.Multiple Firearm Sales Reporting Modernization Act of 2023 (H.R.4202); 47.National Defense Authorization Act for Fiscal Year 2025 (H.R.8070 / S.4638); 48.Nomination of Nancy Maldonado; 49.Protecting Access for Hunters and Anglers Act (S.1185/H.R.615); 50.Protecting Hunting Heritage and Education Act (H.R.5110); 51.Protecting Privacy in Purchases Act (S.4075 / H.R.7450); 52.Protecting the Mailing of Firearms Act (H.R.7195); 53.Protecting the Right To Keep and Bear Arms Act (S. 2911 / H.R.5561); 54.Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Bureau of Alcohol, Tobacco, Firearms, and Explosives relating to "Factoring Criteria for Firearms with Attached 'Stabilizing Braces'" (H.J.Res.44); 55.Raise the Age Act of 2023 (H.R.2870); 56.Responsible Firearms Marketing Act (S.1737); 57.RETIRE Act (H.R. 5339); 58.RIFLE Act (H.R.7042); 59.Saving our Veterans Lives Act of 2024 (H.R.9819); 60.SECURE Firearm Storage Act (H.R.816 / S.246); 61.SHUSH Act (S.4825); 62.Tax Stamp Revenue Transfer for Wildlife and Recreation Act (H.R.6352); and 63.United States Fish and Wildlife Services proposed rule 2024-2025 Station-Specific Hunting and Sport Fishing Regulations
Client expense: $1,780,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · fourth_quarter · Health Issues
Issues related to prescription-to- over the counter switch; issues related to influenza vaccines; issues related to 340B; issues related to Respiratory Syncytial Virus (RSV) access; general issues related to vaccines; issues related to clinical trial diversity; general issues related to drug pricing; issues related to out of pocket (OOP); general issues to insulin pricing; issues related to Additional Condition for Prescription Use (ACNU); issues related to copay accumulators; issues related to HR3656 "Vaccine Access Improvement Act"; issues related to Vaccine Issues Compensation Program (VICP); issues related to HR 830 "HELP Copays Act"; issues related to Pandemic and All-Hazards Preparedness Act (PAHPA)reauthorization; issues related to HR 1503 "Prescription Information Modernization Act of 2023"; general issues related FDA; issues related to FDA Drug Development; issues related to Pharmacy Benefit Managers (PBMs); issues related to insurance design; issues related to S. 1542 "DRUG Act"; issues related to S. 1375 "HELP Copays Act"; issues related to tax credits; issues related to S. 1339 "PBM Reform Act"; issues related to delinking; issues related to HR 2880 "Protecting Patients Against PBM Abuse Act"; issues related to Type 1 Diabetes screening; issues related to intellectual property; issues related to Transplant; issues related HR 5339 and S. 3131 "Orphan Cures Act"; Rare Pediatric Priority Review Voucher Program related to HR 7834 "Creating Hope Reauthorization Act of 2024"; Orphan Drug Negotiation within HR5378 "Inflation Reduction Act"; issues related to drug price negotiations; issues related to COPD Research funding; Biologic/Small Molecule drug negotiation eligibility within HR7174 "EPIC Act"; CDC Type 1 Diabetes Awareness and Education with LHHS appropriations; issues related to S.4504 "SCREEN for Type 1 Diabetes"; issues related to HRSA - Type 1 Diabetes Screening in LHHS Appropriations; general issues related to Inflation Reduction Act; issues related to Routine Immunizations Rates; issues related to HR5376 "Inflation Reduction Act"; issues related to Rebate Pass Through; and issues related to S. 2916 "Prescription Information Modernization Act of 2023";
2024 · fourth_quarter · Retirement
H.R. 5339, Protecting Americans' Investments from Woke Policies Act H.J. Res. 142, Congressional Disapproval of DOL rule relating to "Retirement Security Rule: Definition of an Investment Advice Fiduciary" S.J. Res. 79, Congressional Disapproval of DOL rule relating to "Retirement Security Rule: Definition of an Investment Advice Fiduciary"
Client expense: $1,180,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · fourth_quarter · Firearms/Guns/Ammunition
1.Age 21 Act (S.14); 2.AMMO Act (S.3223 / H.R.6172); 3.Assault Weapons Ban of 2023 (H.R.698 / S.25); 4.Assault Weapons Excise Act (H.R.5135); 5.Americas Conservation Enhancement Reauthorization Act (S. 3791); 6.America the Beautiful Act (S.5402); 7.Ammunition Supply Chain Act (S.4163/H.R.8066); 8.Background Check Completion Act of 2023 (S.1116); 9.Background Check Expansion Act (S.494); 10.Bipartisan Safer Communities Act (Public Law No: 117-159); 11.Bureau of Alcohol, Tobacco, Firearms and Explosives (ATF) Engaged in the Business as a Dealer in Firearm / Stopping Unconstitutional Background Checks Act (H.R.6734 / H.J.Res.144 / S.J.Res.83); 12.Bureau of Alcohol, Tobacco, Firearms and Explosives (ATF) "Frame or Receiver" Final Rule; 13.Bureau of Alcohol, Tobacco, Firearms and Explosives (ATF) Unlawful Disclosure of Firearm Trace Data; 14.Bureau of Industry and Securitys October 27, 2023, Firearms Pause & Review: Frequently Asked Questions Policy Guidance; and Interim Final Rule; (H.R.8208 / H.J.Res.164 / S.J.Res.93 / S.3531 / H.R.6504); 15.Clean Hands Firearm Procurement Act (H.R.8764); 16.Enhanced Background Checks Act of 2023 (H.R.2403); 17.Estados Unidos Mexicanos v. Smith & Wesson Brands, Inc., et al; 18.Equal Access to Justice for Victims of Gun Violence Act of 2023 (H.R.4184 / S.2048); 19.EXPLORE Act (H.R.6492) / Range Access Act (H.R.1614); 20.Extreme Risk Protection Order Expansion Act of 2023 (S.247); 21.Fair Access to Banking Act (S.293 / H.R.2743) / Discrimination in lending; 22.Federal Firearm Licensee Act (H.R.1478 / S.4706); 23.Federal Firearm Licensing Act (S.3212); 24.Federal Firearms Licensee Protection Act (S.1907 / H.R.2620); 25.FIREARM Act (S.3812 / H.R.7471); 26.Firearm Industry Nondiscrimination (FIND) Act (S.428 / H.R.53); 27.Firearm Safety Act of 2023 (S.1460); 28.Freedom from Unfair Gun Taxes Act (S.4960 / H.R.9260); 29.FY25 and FY24 Appropriations-Financial Services and General Government; 30.FY25 Appropriations- Agriculture, Rural Development, Food and Drug Administration; 31.FY25 Appropriations-Commerce, Justice, Science and Related Agencies; 32.FY25 Appropriations-Defense; 33.FY25 Appropriations-Interior, Environment, and Related Agencies; 34.FY25 Appropriations-Military Construction, Veterans Affairs, and Related Agencies; 35.Ghost Guns and Untraceable Firearms Act of 2023 (S.2652); 36.GOSAFE Act (S.3369); 37.Gun Records Restoration and Preservation Act (S.598); 38.Gun Violence Prevention and Community Safety Act of 2023 (S.3407); 39.Gun Violence Prevention Through Financial Intelligence Act (S.1825); 40.HEAR Act of 2023 (S.1383); 41.Identify Gun Stores Act (H.R.7352 / S.298); 42.Keep Americans Safe Act (H.R.625); 43.Keeping Gun Dealers Honest Act of 2023 (S.1826); 44.Multiple Firearm Sales Reporting Modernization Act of 2023 (H.R.4202); 45.National Defense Authorization Act for Fiscal Year 2025 (H.R.8070 / S.4638); 46.No Guns for Illegal Aliens Act (H.R.9941); 47.Nomination of Nancy Maldonado; 48.Nomination of Sparkle Sooknanan; 49.PARTS Act of 2024 (H.R.10145); 50.Protecting Access for Hunters and Anglers Act (S.1185/H.R.615); 51.Protecting Hunting Heritage and Education Act (H.R.5110); 52.Protecting the Mailing of Firearms Act (H.R.7195); 53.Protecting Privacy in Purchases Act (S.4075 / H.R.7450); 54.Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Bureau of Alcohol, Tobacco, Firearms, and Explosives relating to "Factoring Criteria for Firearms with Attached 'Stabilizing Braces'" (H.J.Res.44); 55.Raise the Age Act of 2023 (H.R.2870); 56.Responsible Firearms Marketing Act (S.1737); 57.RETIRE Act (H.R. 5339); 58.RIFLE Act (H.R.7042); 59.RIFLE Act (H.R.790 / S.4344); 60.Saving our Veterans Lives Act of 2024 (H.R.9819); 61.SECURE Firearm Storage Act (H.R.816 / S.246); 62.Snope v. Brown; 63.Tax Stamp Revenue Transfer for Wildlife and Recreation Act (H.R.6352); 64.United States Department of the Interior Proposed Closure of Bears Ears National Monument; 65.United States Fish and Wildlife Services proposed Biological Integrity, Diversity, and Environmental Health rule; 66.United States Fish and Wildlife Services New Public Access to Hunting and Fishing in National Wildlife Refuge System; 67.United States Forest Service Closure of Portions of George Washington and Jefferson National Forests; and 68.Veterans 2nd Amendment Protection Act (H.R.705).
2024 · fourth_quarter · Financial Institutions/Investments/Securities
BASEL III Capital Formation Climate Disclosures Corporate Sustainability Due Diligence Directive (CSDDD) ESG Disclosures FAR Proposal re: Federal Contractor Climate Disclosures H.R. 4767, the Protecting Americans Retirement Savings from Politics Act H.R. 4790, the Prioritizing Economic Growth Over Woke Policies Act H.R. 5339, the Protecting Americans' Investments from Woke Policies Act Proposed Rule on Climate Disclosures Proxy Advisory Firm Oversight Proxy Process Reforms Proxy Resubmission Thresholds Shareholder Activism SLB 14L
Client expense: $3,280,000 · Firm income: Not reported
Mr. Kildee moved to recommit to the Committee on Education and the Workforce. (text: CR H5349-5350)
The previous question was ordered pursuant to the rule.
DEBATE - The House resumed debate on H.R. 5339.
WORDS TAKEN DOWN - During the course of debate, exception was taken to certain words used and a demand was made to have the words taken down. Subsequently, the objection was withdrawn.
DEBATE - The House proceeded with one hour of debate on H.R. 5339.
Rule provides for consideration of H.R. 3724, H.R. 4790, H.R. 5179, H.R. 5339, H.R. 5717, H.R. 7909 and H.J. Res. 136. The resolution provides for consideration of H.R. 3724 and H.R. 5717 under a structured rule and H.R. 4790, H.R. 5179, H.R. 5339, H.R. 7909, and H.J. Res. 136 under a closed rule. The resolution provides for one hour of general debate and one motion to recommit on each measure.
Considered under the provisions of rule H. Res. 1455. (consideration: CR H5343-5350)
Rules Committee Resolution H. Res. 1455 Reported to House. Rule provides for consideration of H.R. 3724, H.R. 4790, H.R. 5179, H.R. 5339, H.R. 5717, H.R. 7909 and H.J. Res. 136. The resolution provides for consideration of H.R. 3724 and H.R. 5717 under a structured rule and H.R. 4790, H.R. 5179, H.R. 5339, H.R. 7909, and H.J. Res. 136 under a closed rule. The resolution provides for one hour of general debate and one motion to recommit on each measure.
Placed on the Union Calendar, Calendar No. 184.
Reported (Amended) by the Committee on Education and the Workforce. H. Rept. 118-225.
Congress.gov source codes: 5000, H12200
Ordered to be Reported (Amended) by the Yeas and Nays: 23 - 19.
Committee Consideration and Mark-up Session Held
Referred to the House Committee on Education and the Workforce.
Introduced in House
Congress.gov source codes: 1000, Intro-H
| House |
| Reported By |
| September 26, 2023 |
| Education and Workforce Committee | House | Markup By | September 14, 2023 |
| Education and Workforce Committee | House | Referred To | September 5, 2023 |
| September 5, 2023 |
Client expense: $690,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Client expense: $1,570,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
2024 · fourth_quarter · Retirement
H.R. 5339, the RETIRE Act; H.R. 6065/ S. 3102 Retirement Savings for Americans Act; H.R. 4767 - Protecting American's Retirement Savings from Politics Act; H. J. Res 142, Providing for congressional disapproval of the Department of Labor fiduciary rule; S. 4371, Empowering States to Protect Seniors from Bad Actors Act; S. 4917, Retirement Fairness for Charities and Education Institutions Act of 2024; S. 4371, Empowering States to Protect Seniors from Bad Actors Act; S. 5149/H.R. 9764, A bill to amend the Internal Revenue Code of 1986 to allow additional catch-up contributions for certain family caregivers; S.5148/H.R. 9765, A bill to amend the Internal Revenue Code of 1986 to allow certain family caregivers to contribute to a Roth IRA; SEC Open-End Fund Liquidity Risk Management Programs and Swing Pricing proposed rule; DOL Fiduciary Rule proposed rule on retirement security and related proposed changes to prohibited transaction exemptions including Qualified Professional Asset Manager; Public Law 117-328 - Consolidated Appropriations Law (Secure 2.0 retirement provisions); Retirement Security Rule: Definition of an Investment Advice Fiduciary (EBSA) and related exemptions; Preservation of Private Sector Retirement System; SECURE 2.0 Technical Corrections Act of 2023; Section 324 of SECURE 2.0 (Rollover Disclosures); Savers Match; S.567/ H.R. 20 Protecting the Right to Organize (PRO) Act; H.R. 3063, Retirement Fairness for Charities and Education Institutions Act.
Client expense: $2,990,000 · Firm income: Not reported
Government targets: Commodity Futures Trading Commission (CFTC), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2024 · fourth_quarter · Retirement
HR 5339 RETIRE Act: Summary is in progress. To amend the Employee Retirement Income Security Act of 1974 to specify requirements concerning the consideration of pecuniary and non-pecuniary factors, and for other purposes. HR 5337 Retirement Proxy Protection Act: Summary is in progress. To amend the Employee Retirement Income Security Act of 1974 to clarify the application of prudence and exclusive purpose duties to the exercise of shareholder rights. HR 5338 No Discrimination In My Benefits Act: Summary is in progress. To amend the Employee Retirement Income Security Act of 1974 to establish that fiduciaries must act with prudence and loyalty when selecting service providers for pension plans. HR 5340 Providing Complete Information to Retirement Investors Act: Summary is in progress. To amend the Employee Retirement Income Security Act of 1974 to ensure that pension plans provide notice to participants and beneficiaries on risks associated with certain investments, and for other purposes. S5271 Retirement Savings for Americans Act: This bill provides retirement savings accounts to eligible workers without employer-sponsored retirement plans. Participants' contributions are matched (up to certain thresholds) by the government through a federal income tax credit. No Bill Number. Automatic IRA Act of 20204. To amend the Internal Revenue Code of 1986 to provide rules for automatic contribution retirement plans and arrangements. HR 1807 Improving Disclosure for Investors Act of 2024. To direct the Securities and Exchange Commission to promulgate rules with respect to the electronic delivery of certain required disclosures, and for other purposes. This bill requires the Securities and Exchange Commission (SEC) to propose and finalize rules to allow entities to deliver regulatory documents to investors electronically. The SEC must establish a mechanism for investors to opt out of electronic delivery and receive paper documents instead. If the SEC does not finalize rules within one year after enactment, the bill allows for electronic delivery of these documents. S.4398 - A bill to amend the Internal Revenue Code of 1986 to provide for a microemployer pension plan startup credit. A legislative analyst in the Congressional Research Service will begin analyzing this legislation after text becomes available. HR 6007 Retirement Investment in Small Employers Act. This bill allows an increased start-up tax credit (from $500 to $2,500) for micro-businesses (not more than 10 employees) for the costs of setting up a defined contribution pension plan.
Client expense: $482,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · third_quarter · Financial Institutions/Investments/Securities
FTC/DOJ merger guidelines Capital One-Discover Merger Stop Wall Street Looting Act private equity regulation private equity in health care S. 4804 / H.R. 9156 Health Over Wealth Act S. 4503 Corporate Crimes Against Health Care Act Crypto Regulatory Legislation (CFTC) digital assets regulation Digital assets regulation (stablecoins) Private Markets Transparency and Accountability Dodd-Frank 956 rulemaking Anti-ESG HFSC bills (HR 4790, 4767, 4655, 4823) Anti-ESG House Ed & Workforce bills (HR 5339, 5337, 5338, 5340) Patriotic Corporations Act Stock buyback restrictions on CHIPS Act funds S. 1171 ETHICS Act Human capital management disclosures rule Non Bank SIFi Designations PCAOB NOCLAR Standard Treasury Net zero principles for Financial Institutions Insurance crisis consumer protections, supervision, and bailout policy FHFA climate financial risk regulation Payday Lending and 36% rate cap
Client expense: $130,000 · Firm income: Not reported
Government targets: Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Consumer Financial Protection Bureau (CFPB), Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Justice, Dept of (DOJ), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2024 · third_quarter · Labor Issues/Antitrust/Workplace
DOL Fiduciary rule Anti-ESG House Ed & Workforce bills (HR 5339, 5337, 5338, 5340)
Client expense: $130,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · third_quarter · Labor Issues/Antitrust/Workplace
DOL Fiduciary rule Anti-ESG House Ed & Workforce bills (HR 5339, 5337, 5338, 5340)
Client expense: $130,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · third_quarter · Financial Institutions/Investments/Securities
FTC/DOJ merger guidelines Capital One-Discover Merger Stop Wall Street Looting Act private equity regulation private equity in health care S. 4804 / H.R. 9156 Health Over Wealth Act S. 4503 Corporate Crimes Against Health Care Act Crypto Regulatory Legislation (CFTC) digital assets regulation Digital assets regulation (stablecoins) Private Markets Transparency and Accountability Dodd-Frank 956 rulemaking Anti-ESG HFSC bills (HR 4790, 4767, 4655, 4823) Anti-ESG House Ed & Workforce bills (HR 5339, 5337, 5338, 5340) Patriotic Corporations Act Stock buyback restrictions on CHIPS Act funds S. 1171 ETHICS Act Human capital management disclosures rule Non Bank SIFi Designations PCAOB NOCLAR Standard Treasury Net zero principles for Financial Institutions Insurance crisis consumer protections, supervision, and bailout policy FHFA climate financial risk regulation Payday Lending and 36% rate cap
Client expense: $130,000 · Firm income: Not reported
Government targets: Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Consumer Financial Protection Bureau (CFPB), Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Justice, Dept of (DOJ), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2024 · third_quarter · Health Issues
Issues related to prescription-to- over the counter switch; issues related to influenza vaccines; issues related to 340B; issues related to Respiratory Syncytial Virus (RSV) access; issues related to RSV Immunizations; general issues related to vaccines; issues related to clinical trial diversity; general issues related to drug pricing; issues related to out of pocket (OOP); general issues to insulin pricing; issues related to HR 5376 "Inflation Reduction Act"; issues related to Additional Condition for Prescription Use (ACNU); issues related to copay accumulators; issues related to HR3656 "Vaccine Access Improvement Act"; issues related to Vaccine Issues Compensation Program (VICP); issues related to HR 830 "HELP Copays Act"; issues related to Pandemic and All-Hazards Preparedness Act (PAHPA)reauthorization; issues related to HR 1503 "Prescription Information Modernization Act of 2023"; general issues related FDA; issues related to FDA Drug Development; issues related to Pharmacy Benefit Managers (PBMs); issues related to insurance design; issues related to S. 1542 "DRUG Act"; issues related to S. 1375 "HELP Copays Act"; issues related to tax credits; issues related to S. 1339 "PBM Reform Act"; issues related to delinking; issues related to HR 2880 "Protecting Patients Against PBM Abuse Act"; issues related to Type 1 Diabetes screening; issues related to pandemic preparedness; issues related to intellectual property; issues related to Transplant; issues related HR 5339 and S. 3131 "Orphan Cures Act"; Rare Pediatric Priority Review Voucher Program related to HR 7834 "Creating Hope Reauthorization Act of 2024"; Orphan Drug Negotiation within HR5378 "Inflation Reduction Act"; issues related to drug price negotiations; issues related to COPD Research funding; Biologic/Small Molecule drug negotiation eligibility within HR7174 "EPIC Act"; CDC Type 1 Diabetes Awareness and Education with LHHS appropriations; issues related to HR 8698 and S.4504 "SCREEN for Type 1 Diabetes"; issues related to HRSA - Type 1 Diabetes Screening; general issues related to Inflation Reduction Act; issues related to March-In rights; and issues related to Routine Immunizations Rates.
Client expense: $1,815,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
H.R. 5337 - Retirement Proxy Protection Act H.R. 5340 - Providing Complete Information to Retirement Investors Act H.R. 5339 - Protecting Americans Investments from Woke Policies Act
Client expense: $720,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES
2024 · third_quarter · Retirement
H.R. 5339, Protecting Americans' Investments from Woke Policies Act H.R. 9281, Helping Young Americans Save for Retirement Act S. 3305, Helping Young Americans Save for Retirement Act H.J. Res. 142, Congressional Disapproval of DOL rule relating to "Retirement Security Rule: Definition of an Investment Advice Fiduciary" S.J. Res. 79, Congressional Disapproval of DOL rule relating to "Retirement Security Rule: Definition of an Investment Advice Fiduciary"
Client expense: $2,150,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · third_quarter · Financial Institutions/Investments/Securities
Urged Congress to oppose, H.R.4790 - Prioritizing Economic Growth Over Woke Policies Act. Urged Congress to oppose the H.R.5339, Protecting Americans Investments from Woke Policies Act. Urged an upgrade to an environmental impact statement (EIS) and the ultimate rejection of a permit for Enbridges proposed reroute in Wisconsin as part of the comment period for the Army Corps Line 5 EA.
Client expense: $220,000 · Firm income: Not reported
Government targets: Army, Dept of (Corps of Engineers), HOUSE OF REPRESENTATIVES, SENATE
2024 · third_quarter · Financial Institutions/Investments/Securities
HR 4790- The Prioritizing Economic Growth Over Woke Policies Act HR 5339- Protecting Americans' Investments From Woke Policies Act SJ Res 79, HJ Res 142- CRA Resolutions on DOL Fiduciary Rule; FY 2025 riders to weaken/block Rule HR 5763- Financial Innovation and Technology for the 2st Century Act
Client expense: $720,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · third_quarter · Firearms/Guns/Ammunition
1.Age 21 Act (S.14); 2.AMMO Act (S.3223 / H.R.6172); 3.Ammunition Supply Chain Act (S.4163/H.R.8066); 4.Assault Weapons Ban of 2023 (H.R.698 / S.25); 5.Assault Weapons Excise Act (H.R.5135); 6.Background Check Completion Act of 2023 (S.1116); 7.Background Check Expansion Act (S.494); 8.BIOSAFE Act of 2024 (H.R.8632); 9.Bipartisan Safer Communities Act (Public Law No: 117-159); 10.Bureau of Alcohol, Tobacco, Firearms and Explosives (ATF) Engaged in the Business as a Dealer in Firearm / Stopping Unconstitutional Background Checks Act (H.R.6734 / H.J.Res.144 / S.J.Res.83); 11.Bureau of Alcohol, Tobacco, Firearms and Explosives (ATF) "Frame or Receiver" Final Rule; 12.Bureau of Alcohol, Tobacco, Firearms and Explosives (ATF) Unlawful Disclosure of Firearm Trace Data; 13.Bureau of Industry and Securitys October 27, 2023, Firearms Pause & Review: Frequently Asked Questions Policy Guidance; and Interim Final Rule; (H.R.8208 / H.J.Res.164 / S.J.Res.93 / S.3531 / H.R.6504); 14.Clean Hands Firearm Procurement Act (H.R.8764); 15.Enhanced Background Checks Act of 2023 (H.R.2403); 16.Equal Access to Justice for Victims of Gun Violence Act of 2023 (H.R.4184 / S.2048); 17.EXPLORE Act (H.R.6492) / Range Access Act (H.R.1614); 18.Extreme Risk Protection Order Expansion Act of 2023 (S.247); 19.Fair Access to Banking Act (S.293 / H.R.2743) / Discrimination in lending; 20.Federal Firearm Licensee Act (H.R.1478 / S.4706); 21.Federal Firearm Licensing Act (S.3212); 22.Federal Firearms Licensee Protection Act (S.1907 / H.R.2620); 23.FIREARM Act (S.3812 / H.R.7471); 24.Firearm Industry Nondiscrimination (FIND) Act (S.428 / H.R.53); 25.Firearm Safety Act of 2023 (S.1460); 26.Firearms Interstate Commerce Reform Act (S.4652 / H.R.8364); 27.Freedom from Unfair Gun Taxes Act (S.4960 / H.R.9260); 28.FY25 Appropriations- Agriculture, Rural Development, Food and Drug Administration; 29.FY25 Appropriations-Commerce, Justice, Science and Related Agencies; 30.FY25 Appropriations-Defense; 31.FY25 and FY24 Appropriations-Financial Services and General Government; 32.FY25 Appropriations-Interior, Environment, and Related Agencies; 33.FY25 Appropriations-Military Construction, Veterans Affairs, and Related Agencies; 34.Ghost Guns and Untraceable Firearms Act of 2023 (S.2652); 35.GOSAFE Act (S.3369); 36.Gun Records Restoration and Preservation Act (S.598); 37.Gun Violence Prevention and Community Safety Act of 2023 (S.3407); 38.Gun Violence Prevention Through Financial Intelligence Act (S.1825); 39.HEAR Act of 2023 (S.1383); 40.Identify Gun Stores Act (H.R.7352 / S.298); 41.Keep Americans Safe Act (H.R.625); 42.Keeping Gun Dealers Honest Act of 2023 (S.1826); 43.Lawful Purpose and Historical Firearms Act (S.4972); 44.Lethal Means Safe Storage for Veteran Suicide Prevention Act (S.4929); 45.Modern Firearm Safety Act (H.R.9388); 46.Multiple Firearm Sales Reporting Modernization Act of 2023 (H.R.4202); 47.National Defense Authorization Act for Fiscal Year 2025 (H.R.8070 / S.4638); 48.Nomination of Nancy Maldonado; 49.Protecting Access for Hunters and Anglers Act (S.1185/H.R.615); 50.Protecting Hunting Heritage and Education Act (H.R.5110); 51.Protecting Privacy in Purchases Act (S.4075 / H.R.7450); 52.Protecting the Mailing of Firearms Act (H.R.7195); 53.Protecting the Right To Keep and Bear Arms Act (S. 2911 / H.R.5561); 54.Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Bureau of Alcohol, Tobacco, Firearms, and Explosives relating to "Factoring Criteria for Firearms with Attached 'Stabilizing Braces'" (H.J.Res.44); 55.Raise the Age Act of 2023 (H.R.2870); 56.Responsible Firearms Marketing Act (S.1737); 57.RETIRE Act (H.R. 5339); 58.RIFLE Act (H.R.7042); 59.Saving our Veterans Lives Act of 2024 (H.R.9819); 60.SECURE Firearm Storage Act (H.R.816 / S.246); 61.SHUSH Act (S.4825); 62.Tax Stamp Revenue Transfer for Wildlife and Recreation Act (H.R.6352); and 63.United States Fish and Wildlife Services proposed rule 2024-2025 Station-Specific Hunting and Sport Fishing Regulations
Client expense: $1,782,630 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · third_quarter · Financial Institutions/Investments/Securities
Basel Committee on Banking Supervision (BASEL III) Capital Formation Climate Disclosures Corporate Sustainability Due Diligence Directive (CSDDD) ESG Disclosures FAR Proposal re: Federal Contractor Climate Disclosures GUARDRAIL Act H.R. 4655, Businesses Over Activists Act H.R. 4767, Protecting Americans Retirement Savings from Politics Act H.R. 4790, Prioritizing Economic Growth Over Woke Policies Act H.R. 5339, Protecting Americans' Investments from Woke Policies Act Proposed Rule on Climate Disclosures Proxy Advisory Firm Oversight Proxy Process Reforms Proxy Resubmission Thresholds Shareholder Activism
Client expense: $1,410,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · third_quarter · Civil Rights/Civil Liberties
Legislation: S.1409-Kids Online Safety Act-Issues Lobbied: Free speech, privacy, First Amendment, online speech. S.1080-Cooper Davis Act-Issues Lobbied: Free speech, privacy. S.1199-Strengthening Transparency and Obligations to Protect Children Suffering from Abuse and Mistreatment Act of 2023-Issues Lobbied: Free speech, privacy. S.1291-Protecting Kids on Social Media Act-Issues Lobbied: Free speech, privacy. S.1939-FAA Reauthorization Act of 2024-Issues Lobbied: Privacy, womens rights. S.1418-Children and Teens Online Privacy Protection Act-Issues Lobbied: Privacy. S.2892-Algorithmic Accountability Act of 2023-Issues Lobbied: Algorithmic justice. S.5-Equality Act-Issues Lobbied: LGBTQ+ rights, trans healthcare. S.3565-Affordable Connectivity Program Extension Act of 2024-Issues Lobbied: Equitable access to broadband, broadband subsidies. S.4-John R. Lewis Voting Rights Advancement Act of 2024-Issues Lobbied: Voting rights. S.1-Freedom to Vote Act-Issues Lobbied: Voting rights. S.441-American Opportunity Accounts Act-Issues Lobbied: Baby bonds. S.1541-Martha Wright-Reed Just and Reasonable Communications Act of 2022-Issues Lobbied: Prison profiteering. S.1306-COPS Reauthorization Act of 2023-Issues Lobbied: Policing, policing reform. S.516-Fair Wages for Incarcerated Workers Act of 2023-Issues Lobbied: Prison labor. S.518-Correctional Facilities Occupational Safety and Health Act of 2023-Issues Lobbied: Prison labor. S.508-Ensuring Work Opportunities in Correctional Facilities Act of 2023-Issues Lobbied: Prison labor. S.517-Combating Workplace Discrimination in Correctional Facilities Act of 2023-Issues Lobbied: Prison labor. S.2770-Protect Elections from Deceptive AI Act-Issues Lobbied: Free speech. S.4213-Kids Off Social Media Act-Issues Lobbied: Free speech, privacy. S.4136-A bill to amend the Internal Revenue Code of 1986 to terminate the tax-exempt status of terrorist supporting organizations-Issues Lobbied: Tax-exempt organizations tax status, material support for terrorism. S.4443-Intelligence Authorization Act for Fiscal Year 2025-Issues Lobbied: Expansion of ECSP definition. S.3388-Mental Health Justice Act of 2023 -Issues Lobbied: Mental health crisis response. S.140-Combatting Organized Retail Crime Act of 2023-Issues Lobbied: Sentencing reform, criminalization. S.4226-Cannabis Administration and Opportunity Act-Issues Lobbied: Marijuana decriminalization. S.1401-Federal Prison Oversight Act-Issues Lobbied: Prison conditions, oversight. S.993-Combatting Illicit Xylazine Act-Issues Lobbied: Drug policy reform. S.3522-Improving Law Enforcement Officer Safety and Wellness Through Data Act-Issues Lobbied: Policing reform. S.3548- CARES Act-Issues Lobbied: Sentencing reform, re-entry. S.4569-Take It Down Act-Issues Lobbied: Free speech. S.51-Washington, D.C. Admission Act-Issues Lobbied: Voting rights. S.4292-SAVE Act-Issues Lobbied: Voting rights. S.4928-Financial Services and General Government Appropriations Act, 2025-Issues Lobbied: Voting rights, election funding. S.4795-Commerce, Justice, Science, and Related Agencies Appropriations Act, 2025-Issues Lobbied: US Census funding. S. 4638-National Defense Authorization Act for Fiscal Year 2025-Issues Lobbied: LGBTQ+ rights, ESCP definition. S. Res. 828-A resolution expressing the sense of the Senate that every person has the basic right to emergency health care, including abortion care-Issues Lobbied: Abortion, reproductive freedom. S. 1031-EACH Act of 2023-Issues Lobbied: Abortion, reproductive freedom. S. 2646-HEAL for Immigrant Families Act of 2023-Issues Lobbied: Healthcare, immigration, reproductive freedom. S.701-Womens Health Protection Act of 2023-Issues Lobbied: Abortion, reproductive freedom. S. 4681-Enhanced Oversight and Accountability in Screening Act-Issues Lobbied: Watchlisting. S. 1912-ARTICLE ONE Act-Issues Lobbied: Emergency powers. S. 3361-Traveler Privacy Protection Act of 2023-Issues Lobbied: Privacy. S. 5214- Foster Care Placement Transparency Act-Issues Lobbied: womens rights, family policing. S. 2226-National Defense Authorization Act for Fiscal Year 2024-Issues Lobbied: Access to gender affirming care. H.R.2-Secure the Border Act of 2023-Issues Lobbied: Immigration, border policies, transit ban, credible fear standard, border expulsion authority, expedited removal, mandatory detention, parole. H.R.9027-Agriculture, Rural Development, Food and Drug Administration, and Related Agencies Appropriations Act, 2025-Issues Lobbied: Riders. H.R. 15-Equality Act-Issues Lobbied: LGBTQ+ rights. H.R.5636-Protect Childrens Innocence Act-Issues Lobbied: LGBTQ+ rights. H.R.5601-MORE Act-Issues Lobbied: Marijuana decriminalization. H.R.815-Making emergency supplemental appropriations for the fiscal year ending September 30, 2024, and for other purposes-Issues Lobbied: Immigration, immigrant detention, interior enforcement, deportation, border enforcement, asylum, transit ban, credible fear standard, border expulsion authority, expedited removal, mandatory detention, parole. H.R.5798-Protecting Our Nations Capital Emergency Act of 2023-Issues Lobbied: Policing, policing reform. H.R.1525-Fifth Amendment Integrity Restoration Act of 2023-Issues Lobbied: Policing, policing for profit. H.R.6943-No Artificial Intelligence Fake Replicas and Unauthorized Duplications Act of 2024-Issues Lobbied: Free speech. H.R.6881-AI Foundation Model Transparency Act of 2023-Issues Lobbied: Algorithmic justice. H.R.6886-Transparent Automated Governance Act-Issues Lobbied: Algorithmic justice. H.R.7520-Protecting Americans Data from Foreign Adversaries Act of 2024-Issues Lobbied: Privacy. H.R.7534-Verifying Kids Online Privacy Act-Issues Lobbied: Privacy. H.R.1041-American Opportunity Accounts Act-Issues Lobbied: Baby bonds. H.R.6451-Mental Health Justice Act of 2023-Issues Lobbied: Mental health crisis response, community safety. H.R.6985-BOP Release Card ID Act of 2024-Issues Lobbied: Re-entry. H.R.7530-D.C. Criminal Reforms to Immediately Make Everyone Safe Act of 2024-Issues Lobbied: Policing reform. H.R.7187-Protection of Women in Olympic and Amateur Sports Act-Issues Lobbied: LGBTQ+ rights. H.R.8752-Department of Homeland Security Appropriations Act, 2025-Issues Lobbied: Riders, LGBTQ+ rights. H.R.8774-Department of Defense Appropriations Act, 2025-Issues Lobbied: Riders, reproductive rights, LGBTQ+ rights, systemic equality, LGBTQ+ rights. H.R.8771-Department of State, Foreign Operations, and Related Programs Appropriations Act, 2025-Issues Lobbied: Riders, reproductive rights, LGBTQ+ rights, systemic equality. H.R.8070-Servicemember Quality of Life Improvement and National Defense Authorization Act for Fiscal Year 2025-Issues Lobbied: ESCP definition, LGBTQ+ rights. H.R.8580-Military Construction, Veterans Affairs, and Related Agencies Appropriations Act, 2025-Issues Lobbied: Riders, reproductive rights, LGBTQ+ rights, systemic equality. H.R.8772-Legislative Branch Appropriations Act, 2025-Issues Lobbied: Riders. H.R.8773-Financial Services and General Government Appropriations Act, 2025-Issues Lobbied: LGBTQ+ rights, riders. H.R.8818-American Privacy Rights Act of 2024-Issues Lobbied: Privacy. H.R.8038-21st Century Peace Through Strength Act-Issues Lobbied: Free speech, privacy. H.R.4250-Protect Reporters from Exploitative State Spying Act-Issues Lobbied: Free speech, journalists rights. H.R.7890-Children and Teens Online Privacy Protection Act-Issues Lobbied: Privacy. H.R.8152-Remote Access Security Act-Issues Lobbied: Privacy. H.R.8315-Enhancing National Frameworks for Overseas Restriction of Critical Exports Act-Issues Lobbied: Privacy. H.R.6408-To amend the Internal Revenue Code of 1986 to terminate the tax-exempt status of terrorist supporting organizations-Issues Lobbied: Tax-exempt organizations tax status, material support for terrorism, First Amendment, due process. H.R.8282-Illegitimate Court Counteraction Act-Issues Lobbied: ICC sanctions. H.R.9029-Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act, 2025-Issues Lobbied: Womens rights, hidden foster care data collection, riders. H.R.2952-Restoring Artistic Protection Act of 2023-Issues Lobbied: Criminalization of free speech, due process. H.R.5266-Interdiction of Fentanyl in Postal Mail at Federal Prisons Act-Issues Lobbied: Prison profiteering. H.R.6185-Bivens Act of 2021-Issues Lobbied: Policing reform. H.R.8525-George Floyd Justice in Policing Act of 2024-Issues Lobbied: Policing reform. H.R.743-Protect and Serve Act of 2023-Issues Lobbied: Policing reform. H.R.6929-Affordable Connectivity Program Extension Act of 2024-Issues Lobbied: Equitable access to broadband, broadband subsidies. H.R.14-John R. Lewis Voting Rights Advancement Act of 2023-Issues Lobbied: Voting rights. H.R.1165-American Data Privacy Act of 2023-Issues Lobbied: Consumer privacy, civil rights. H.R.9028-Transportation, Housing and Urban Development, and Related Agencies Appropriations Act, 2025-Issues Lobbied: Riders, reproductive rights, LGBTQ+ rights, systemic equality. H.R.2203-Homeland Security Improvement Act-Issues Lobbied: Family separation, immigration. H.R. 4791-Free Speech Protection Act-Issues Lobbied: Free speech. H.R. 6592-Fight Book Bans Act-Issues Lobbied: Free speech. H.R. 51-Washington, D.C. Admission Act-Issues Lobbied: Voting rights. H.R. 8281 - SAVE Act-Issues Lobbied: Voting rights. H.R. 9494-Continuing Appropriations and Other Matters Act, 2025-Issues Lobbied: Voting rights, riders. H.R. 8997-Energy and Water Development and Related Agencies Appropriations Act, 2025-Issues Lobbied: Voting rights, riders. H.R. 9026-Commerce, Justice, Science, and Related Agencies Appropriations Act, 2025-Issues Lobbied: US Census funding. H.J. Res. 165- Providing for Congressional disapproval under Chapter 8 of Title 5, United States Code, of the Rule submitted by the Department of Education relating to "Nondiscrimination on the Basis of Sex in Education Programs or Activities Receiving Federal Financial Assistance- Issues Lobbied: LGBTQ+ rights, womens rights. H.R. 1399-Protect Childrens Innocence Act-Issues Lobbied: LGBTQ+ rights. H.R. 89980-Department of the Interior, Environment, and Related Agencies Appropriations Act 2025-Issues Lobbied: LGBTQ+ rights, riders, reproductive rights, systemic equality. H. Res. 1448-Expressing the sense of the House of Representatives that every person has the basic right to emergency health care, including abortion care-Issues Lobbied: Abortion, reproductive freedom. H.R. 561-EACH Act of 2023-Issues Lobbied: Abortion, reproductive freedom. H.R. 5008-HEAL for Immigrant Families Act of 2023-Issues Lobbied: Healthcare, immigration, reproductive freedom. H.R.12-Womens Health Protection Act of 2023-Issues Lobbied: Abortion, reproductive freedom. H.R. 9495-Stop Terror-Financing and Tax Penalties on American Hostages Act-Issues Lobbied: Tax-exempt organizations tax status, material support for terrorism. H.R. 9456-Protecting American Agriculture from Foreign Adversaries Act of 2024-Issues Lobbied: Farmland purchases. H.R. 1398-Protect Americas Innovation and Economic Security from CCP Act of 2024-Issues Lobbied: Reinstating the China Initiative. H.R. 8512-Intelligence Authorization Act for Fiscal Year 2025-Issues Lobbied: Expansion of ECSP definition. H.R. 3988-ARTICLE ONE Act-Issues Lobbied: Emergency powers. H.R. 7891-Kids Online Safety Act-Issues Lobbied: Free speech, First Amendment, online speech. H.R. 9244-NO BAN Act-Issues Lobbied: Immigration. H.R. 3724- Accreditation for College Excellence Act of 2023-Issues Lobbied: DEI, higher education. H.R. 7683-Respecting the First Amendment on Campus Act-Issues Lobbied: DEI, higher education. H.R. 4790- Guiding Uniform and Responsible Disclosure Requirements and Information Limits Act of 2023-Issues Lobbied: ESG investments. H.R. 5339- Roll back ESG To Increase Retirement Earnings Act-Issues Lobbied: ESG investments. H.R. 7841-Reproductive Data Privacy and Protection Act-Issues Lobbied: Privacy. H.R. 4368-Agriculture, Rural Development, Food and Drug Administration, and Related Agencies Appropriations Act, 2024-Issues Lobbied: Disability rights. H.R. 8205-Keeping Violent Offenders Off Our Streets Act-Issues Lobbied: Bail. Legislation with No Bill Number: Communications Decency Act of 1996-Issues Lobbied: Section 230, free speech, maintaining Internet integrity. Additional legislation not yet introduced-patenting of genes and gene research legislation, free speech, speech on campuses, student surveillance, legislation relating to defining antisemitism in education programs - First Amendment protections, draft legislation on artificial intelligence and implementation of EO on artificial intelligence - speech, privacy, nondiscrimination, TikTok ban - national security, privacy and free speech, affordable connectivity program, broadband subsidies, voting rights, torture, detention, drones, war authority, Guantanamo Bay, immigration and asylum reform, avoidable deaths in ICE detention, messaging research and recommendations on immigration and border policy; criminal legal reform scenario planning; alternate border bills; introduction of Native American Voting Rights Act, Voter Empowerment Act, voting rights, proposed legislation on access to reproductive healthcare information, training for abortion are providers, public education regarding reproductive healthcare, contraceptive care, access to medication abortion, protection of reproductive health care data and privacy, protection of abortion rights and access, AI Civil Rights Act - algorithmic justice, car privacy, general age verification and privacy, Senate rules reform. Agencies: Agency-Homeland Security-Issues Lobbied: Executive Order 14010-Creating a Comprehensive Regional Framework to Address the Causes of Migration, to Manage Migration Throughout North and Central America, and to Provide Safe and Orderly Processing of Asylum Seekers at the U.S. Border, CBP policies and practices, migrant property dispossession, Operation Lone Star, letter regarding immigrant access to reproductive care, USCIS 2024 006 IFR -Securing the Border rulemaking - immigration, Presidential Proclamation to Suspend and Limit Entry and Joint DHS-DOJ Interim Final Rule to Restrict Asylum During High Encounters at the Southern Border - order and interim regulation suspending asylum processing of people who enter between ports of entry; Agency-Customs and Border Protection-Issues Lobbied: Migrant property dispossession, CBP personal property guidance and responding to CBPs new directive on migrants personal property by pushing for additional improvement/clarification. Agency-Justice-Issues Lobbied: Presidential Proclamation to Suspend and Limit Entry and Joint DHS-DOJ Interim Final Rule to Restrict Asylum During High Encounters at the Southern Border - order and interim regulation suspending asylum processing of people who enter between ports of entry, LGBTQ+ rights. Office of the Pardon Attorney-categorical clemency. Agency-EOP and White House Office-Issues Lobbied: Executive Order 14010-Creating a Comprehensive Regional Framework to Address the Causes of Migration, to Manage Migration Throughout North and Central America, and to Provide Safe and Orderly Processing of Asylum Seekers at the U.S. Border, restoration of asylum processing at southern border, complete termination of MPP, rebuilding a more humane asylum system, immigration, Presidential Proclamation to Suspend and Limit Entry and Joint DHS-DOJ Interim Final Rule to Restrict Asylum During High Encounters at the Southern Border - order and interim regulation suspending asylum processing of people who enter between ports of entry, executive order to provide immigration relief to long-term undocumented immigrants, migrant deaths while in ICE detention, TikTok ban- national security, free speech, and privacy, Kids Online Safety Act, Affordable Connectivity Act, continued funding for broadband subsidies, torture, detention, drones, war authority, Guantanamo Bay, draft legislation on artificial intelligence and implementation of EO on artificial intelligence - speech, privacy, nondiscrimination, revenge porn and deepfakes; Pregnant Workers Fairness Act and PUMP for Nursing Act implementation, executive clemency. Agency -Office of Faith-Based and Community Initiatives-Migrant property dispossession, freedom of religious expression for migrants. Agency-Office of Science and Technology Policy-Use of AI in hiring, healthcare, and other protected areas, algorithmic justice. Agency- U.S. Trade Representative-U.S. commitments at WTO, open internet. Agency-National Security Council- National Security memo on uses of AI, privacy. Agency-FTC-Issues Lobbied: draft legislation on artificial intelligence and implementation of EO on artificial intelligence - speech, privacy, nondiscrimination. Agency-CMS-Issues Lobbied: Executive Order 14019-Promoting Access to Voting, voting rights. Agency-Veterans Affairs-Issues Lobbied: LGBTQ+ rights, comprehensive care for transgender veterans. Agency-Education-Issues Lobbied: legislation relating to defining antisemitism in education programs - First Amendment protections, DEI and higher education. Agency-Labor-Issues Lobbied: ESG investments, use of AI in hiring, healthcare, and other protected areas, algorithmic justice. Agency-NIST-Issues Lobbied: Use of AI in hiring, healthcare, and other protected areas, algorithmic justice; supply chains and digital trade Agency-TSA-Issues Lobbied: LGBTQ+ rights. Agency-BOP-Issues Lobbied: BOP Docket No. BOP-1171-P Comments to Proposed Rule: Inmate Discipline Program: Disciplinary Segregation and Prohibited Act Code Changes - criminalization of free speech, prison conditions. Agency-U.S. Securities and Exchange Commission-Issues Lobbied: ESG investments. Agency-Federal Communications Commission (FCC)-Issues Lobbied: Affordable Connectivity Act and funding for broadband subsidy, prison profiteering. Agency-Transportation-Issues Lobbied: Implementation of P.L. 118-63, womens rights. Agency-Federal Aviation Administration (FAA)-Issues Lobbied: Implementation of P.L. 118-63, womens rights.
Client expense: $400,000 · Firm income: Not reported
Government targets: Bureau of Prisons (BOP), Centers For Medicare and Medicaid Services (CMS), Education, Dept of, Executive Office of the President (EOP), Federal Aviation Administration (FAA), Federal Communications Commission (FCC), Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Institute of Standards & Technology (NIST), Natl Security Council (NSC), Office of Faith-Based & Community Initiatives, Office of Science & Technology Policy (OSTP), SENATE, Securities & Exchange Commission (SEC), Transportation Security Administration (TSA), Transportation, Dept of (DOT), U.S. Customs & Border Protection, U.S. Trade Representative (USTR), Veterans Affairs, Dept of (VA), White House Office
2024 · third_quarter · Retirement
H.R. 5339, the RETIRE Act; H.R. 6065/ S. 3102 Retirement Savings for Americans Act; S. 4371, Empowering States to Protect Seniors from Bad Actors Act; H.R. 4767 - Protecting American's Retirement Savings from Politics Act; H. J. Res 142, Providing for congressional disapproval of the Department of Labor fiduciary rule; H.J. Res. 116, providing for congressional disapproval of DOL's independent contractor rule; S. 4917, a bill to amend the Federal securities laws to enhance 403(b) plans; S. 4965, the Small Nonprofit Retirement Security Act of 2024; S. 4371, Empowering States to Protect Seniors from Bad Actors Act; S. 5149/H.R. 9764, A bill to amend the Internal Revenue Code of 1986 to allow additional catch-up contributions for certain family caregivers; S.5148/H.R. 9765, A bill to amend the Internal Revenue Code of 1986 to allow certain family caregivers to contribute to a Roth IRA; SEC Open-End Fund Liquidity Risk Management Programs and Swing Pricing proposed rule; DOL Fiduciary Rule proposed rule on retirement security and related proposed changes to prohibited transaction exemptions including Qualified Professional Asset Manager; Public Law 117-328 - Consolidated Appropriations Law (Secure 2.0 retirement provisions); Retirement Security Rule: Definition of an Investment Advice Fiduciary (EBSA) and related exemptions; SECURE 2.0 Implementation RIN 1210-AC23 RFI - SECURE 2.0 Reporting and Disclosure, EBSA Basel III End Game and Retirement; Preservation of Private Sector Retirement System; SECURE 2.0 Technical Corrections Act of 2023.
Client expense: $1,550,000 · Firm income: Not reported
Government targets: Commodity Futures Trading Commission (CFTC), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2024 · third_quarter · Retirement
HR 5339 RETIRE Act: Summary is in progress. To amend the Employee Retirement Income Security Act of 1974 to specify requirements concerning the consideration of pecuniary and non-pecuniary factors, and for other purposes. HR 5337 Retirement Proxy Protection Act: Summary is in progress. To amend the Employee Retirement Income Security Act of 1974 to clarify the application of prudence and exclusive purpose duties to the exercise of shareholder rights. HR 5338 No Discrimination In My Benefits Act: Summary is in progress. To amend the Employee Retirement Income Security Act of 1974 to establish that fiduciaries must act with prudence and loyalty when selecting service providers for pension plans. HR 5340 Providing Complete Information to Retirement Investors Act: Summary is in progress. To amend the Employee Retirement Income Security Act of 1974 to ensure that pension plans provide notice to participants and beneficiaries on risks associated with certain investments, and for other purposes. S5271 Retirement Savings for Americans Act: This bill provides retirement savings accounts to eligible workers without employer-sponsored retirement plans. Participants' contributions are matched (up to certain thresholds) by the government through a federal income tax credit. No Bill Number. Automatic IRA Act of 20204. To amend the Internal Revenue Code of 1986 to provide rules for automatic contribution retirement plans and arrangements. HR 1807 Improving Disclosure for Investors Act of 2024. To direct the Securities and Exchange Commission to promulgate rules with respect to the electronic delivery of certain required disclosures, and for other purposes. This bill requires the Securities and Exchange Commission (SEC) to propose and finalize rules to allow entities to deliver regulatory documents to investors electronically. The SEC must establish a mechanism for investors to opt out of electronic delivery and receive paper documents instead. If the SEC does not finalize rules within one year after enactment, the bill allows for electronic delivery of these documents. S.4398 - A bill to amend the Internal Revenue Code of 1986 to provide for a microemployer pension plan startup credit. A legislative analyst in the Congressional Research Service will begin analyzing this legislation after text becomes available. HR 6007 Retirement Investment in Small Employers Act. This bill allows an increased start-up tax credit (from $500 to $2,500) for micro-businesses (not more than 10 employees) for the costs of setting up a defined contribution pension plan.
Client expense: $452,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · third_quarter · Financial Institutions/Investments/Securities
Corporate Lobbying Disclosure Rule, Organizing opposition to Anti-ESG Bills: H.R. 4790 and H.R. 5339.
Client expense: $65,265 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · second_quarter · Health Issues
Issues related to prescription-to- over the counter switch; issues related to influenza vaccines; issues related to 340B; issues related to Respiratory Syncytial Virus (RSV) access; issues related to RSV Immunizations; general issues related to vaccines; issues related to clinical trial diversity; general issues related to drug pricing; issues related to out of pocket (OOP); general issues to insulin pricing; issues related to HR 5376 "Inflation Reduction Act"; issues related to Additional Condition for Prescription Use (ACNU); issues related to copay accumulators; issues related to HR3656 "Vaccine Access Improvement Act"; issues related to Vaccine Issues Compensation Program (VICP); issues related to HR 830 "HELP Copays Act"; issues related to Pandemic and All-Hazards Preparedness Act (PAHPA)reauthorization; issues related to HR 1503 "Prescription Information Modernization Act of 2023"; general issues related FDA; issues related to FDA Drug Development; issues related to Pharmacy Benefit Managers (PBMs); issues related to insurance design; issues related to S. 1542 "DRUG Act"; issues related to S. 1375 "HELP Copays Act"; issues related to tax credits; issues related to S. 1339 "PBM Reform Act"; issues related to delinking; issues related to HR 2880 "Protecting Patients Against PBM Abuse Act"; issues related to Type 1 Diabetes screening; issues related to pandemic preparedness; issues related to intellectual property; issues related to Transplant; issues related HR 5339 and S. 3131 "Orphan Cures Act"; Rare Pediatric Priority Review Voucher Program related to HR 7834 "Creating Hope Reauthorization Act of 2024"; Orphan Drug Negotiation within HR5378 "Inflation Reduction Act"; issues related to drug price negotiations; issues related to COPD Research funding; Biologic/Small Molecule drug negotiation eligibility within HR7174 "EPIC Act"; CDC Type 1 Diabetes Awareness and Education with LHHS appropriations; issues related to HR 8698 and S.4504 "SCREEN for Type 1 Diabetes"; issues related to HRSA - Type 1 Diabetes Screening; general issues related to Inflation Reduction Act; issues related to March-In rights; and issues related to Routine Immunizations Rates.
Client expense: $860,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · second_quarter · Retirement
HR 5339 RETIRE Act: Summary is in progress. To amend the Employee Retirement Income Security Act of 1974 to specify requirements concerning the consideration of pecuniary and non-pecuniary factors, and for other purposes. HR 5337 Retirement Proxy Protection Act: Summary is in progress. To amend the Employee Retirement Income Security Act of 1974 to clarify the application of prudence and exclusive purpose duties to the exercise of shareholder rights. HR 5338 No Discrimination In My Benefits Act: Summary is in progress. To amend the Employee Retirement Income Security Act of 1974 to establish that fiduciaries must act with prudence and loyalty when selecting service providers for pension plans. HR 5340 Providing Complete Information to Retirement Investors Act: Summary is in progress. To amend the Employee Retirement Income Security Act of 1974 to ensure that pension plans provide notice to participants and beneficiaries on risks associated with certain investments, and for other purposes. S5271 Retirement Savings for Americans Act: This bill provides retirement savings accounts to eligible workers without employer-sponsored retirement plans. Participants' contributions are matched (up to certain thresholds) by the government through a federal income tax credit. No Bill Number. Automatic IRA Act of 20204. To amend the Internal Revenue Code of 1986 to provide rules for automatic contribution retirement plans and arrangements. HR 1807 Improving Disclosure for Investors Act of 2024. To direct the Securities and Exchange Commission to promulgate rules with respect to the electronic delivery of certain required disclosures, and for other purposes. This bill requires the Securities and Exchange Commission (SEC) to propose and finalize rules to allow entities to deliver regulatory documents to investors electronically. The SEC must establish a mechanism for investors to opt out of electronic delivery and receive paper documents instead. If the SEC does not finalize rules within one year after enactment, the bill allows for electronic delivery of these documents. S.4398 - A bill to amend the Internal Revenue Code of 1986 to provide for a microemployer pension plan startup credit. A legislative analyst in the Congressional Research Service will begin analyzing this legislation after text becomes available. HR 6007 Retirement Investment in Small Employers Act. This bill allows an increased start-up tax credit (from $500 to $2,500) for micro-businesses (not more than 10 employees) for the costs of setting up a defined contribution pension plan.
Client expense: $342,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · first_quarter · Health Issues
Issues related to prescription-to- over the counter switch; issues related to influenza vaccines; issues related to 340B; issues related to Respiratory Syncytial Virus (RSV) access; issues related to RSV Immunizations; issues related to routine immunization rates; general issues related to vaccines; issues related to clinical trial diversity; general issues related to drug pricing; issues related to out of pocket (OOP); general issues to insulin pricing; issues related to HR 5376 "Inflation Reduction Act"; issues related to Additional Condition for Prescription Use (ACNU); issues related to copay accumulators; issues related to HR3656 "Vaccine Access Improvement Act"; issues related to Vaccine Issues Compensation Program (VICP); issues related to HR 830 "HELP Copays Act"; issues related to Pandemic and All-Hazards Preparedness Act (PAHPA)reauthorization; issues related to HR 1503 "Prescription Information Modernization Act of 2023"; general issues related FDA; issues related to FDA Drug Development; issues related to Pharmacy Benefit Managers (PBMs); issues related to insurance design; issues related to S. 1542 "DRUG Act"; issues related to S. 1375 "HELP Copays Act"; issues related to tax credits; issues related to S. 1339 "PBM Reform Act"; issues related to "INSULIN ACT"; issues related to delinking; issues related to HR 2880 "Protecting Patients Against PBM Abuse Act"; HR 4421 "Preparing for All Hazards Pathogens Reauthorization Act"; issues related to HR 2923 "Living Donor Protection Act"; issues related to Type 1 Diabetes screening; issues related to pandemic preparedness; issues related to intellectual property; issues related to Transplant; issues related to Seasonal Influenza Vaccines; issues related HR 5339 and S. 3131 "Orphan Cures Act"; issues related to HR 7834 "Creating Hope Reauthorization Act of 2024"; issues related to HR 7174 "EPIC Act"; issues related to Inflation Reduction Act, issues related to drug price negotiations; issues related to COPD Research funding; and issues related to HR 6283 "DRUG Act".
Client expense: $2,160,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · first_quarter · Retirement
H.R. 5337 Retirement Proxy Protection Act; H.R. 5338 No Discrimination in My Benefits Act; H.R. 5339 RETIRE Act; H.R. 5340 Providing Complete Information to Retirement Investors Act; H.R.5673, Responsible Legislating Act; H.R. 6065/ S. 3102 Retirement Savings for Americans Act; H.R. 6007, Retirement Investment in Small Employers Act; H.R. 7293, Automatic IRA Act of 2024 ; H.R. 1818/S. 1561 the Aviation Workforce Development Act; S. 3716/ H.R. 7162 A bill to create children's lifetime savings accounts, and for other purposes; Amendments to H.R. 2670, the National Defense Authorization Act for Fiscal Year 2024 (FDTA exemption for state and local governments); SEC Open-End Fund Liquidity Risk Management Programs and Swing Pricing proposed rule; DOL Fiduciary Rule proposed rule on retirement security and related proposed changes to prohibited transaction exemptions including Qualified Professional Asset Manager; Public Law 117-328 - Consolidated Appropriations Law (Secure 2.0 retirement provisions); Retirement Security Rule: Definition of an Investment Advice Fiduciary (EBSA) and related exemptions; Independent Contractor Rule discussions; RIN 0985-AA18 NPRM - Adult Protective Services Functions and Grant Programs, Administration for Community Living, HHS To amend the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974 to make technical corrections relating to the SECURE 2.0 Act of 2022, and for other purposes; SECURE 2.0 Implementation RIN 1210-AC23 RFI - SECURE 2.0 Reporting and Disclosure, EBSA Basel III End Game and Retirement; Employee Identification Number (EIN) / Unrelated Business Taxable Income (UBTI); Amendment No. 83 to H.R. 5894 - Labor, Health and Human Services, Education, and Related Agencies Appropriations Act, 2024; IRS proposed rule regarding Section 4966 Donor Advised Funds; Appropriations Rider Funds May only be Used on DOL Fiduciary; APS Funding.
Client expense: $1,630,000 · Firm income: Not reported
Government targets: Commodity Futures Trading Commission (CFTC), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2024 · first_quarter · Retirement
HR 5339 RETIRE Act: Summary is in progress. To amend the Employee Retirement Income Security Act of 1974 to specify requirements concerning the consideration of pecuniary and non-pecuniary factors, and for other purposes. HR 5337 Retirement Proxy Protection Act: Summary is in progress. To amend the Employee Retirement Income Security Act of 1974 to clarify the application of prudence and exclusive purpose duties to the exercise of shareholder rights. HR 5338 No Discrimination In My Benefits Act: Summary is in progress. To amend the Employee Retirement Income Security Act of 1974 to establish that fiduciaries must act with prudence and loyalty when selecting service providers for pension plans. HR 5340 Providing Complete Information to Retirement Investors Act: Summary is in progress. To amend the Employee Retirement Income Security Act of 1974 to ensure that pension plans provide notice to participants and beneficiaries on risks associated with certain investments, and for other purposes. HR 3063 Retirement Fairness for Charities and Educational Institutions Act: Summary is in progress. To amend the Federal securities laws to enhance 403(b) plans, and for other purposes. S5271 Retirement Savings for Americans Act: This bill provides retirement savings accounts to eligible workers without employer-sponsored retirement plans. Participants' contributions are matched (up to certain thresholds) by the government through a federal income tax credit. No Bill Number. Automatic IRA Act of 20204. To amend the Internal Revenue Code of 1986 to provide rules for automatic contribution retirement plans and arrangements. HR 1807 Improving Disclosure for Investors Act of 2024. To direct the Securities and Exchange Commission to promulgate rules with respect to the electronic delivery of certain required disclosures, and for other purposes. This bill requires the Securities and Exchange Commission (SEC) to propose and finalize rules to allow entities to deliver regulatory documents to investors electronically. The SEC must establish a mechanism for investors to opt out of electronic delivery and receive paper documents instead. If the SEC does not finalize rules within one year after enactment, the bill allows for electronic delivery of these documents.
Client expense: $807,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2023 · fourth_quarter · Retirement
H.R. 515 the Protecting American Savers and Retirees Act H.R. 5337 - Retirement Proxy Protection Act H.R. 5338 - No Discrimination In My Benefits Act H.R. 5339 - Roll back ESG To Increase Retirement Earnings Act H.R. 5340 - Providing Complete Information To Retirement Investors Act
Client expense: $60,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2023 · fourth_quarter · Labor Issues/Antitrust/Workplace
LBR: Labor Issues/Antitrust/Workplace Systemic risks Pension fund investment practices Retirement security policies Proxy voting Proxy advisors ERISA implementation of fiduciary duty H.R. 5337 Retirement Proxy Protection Act; H.R. 5338 No Discrimination In My Benefits Act; H.R. 5339 RETIRE Act; H.R. 5340 Providing Complete Information To Retirement Investors Act
Client expense: $10,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2023 · fourth_quarter · Financial Institutions/Investments/Securities
FIN ISSUE AREA:Financial Institutions/Investments/Securities Proxy voting policies Proxy advisors Systemic risks Shareholder proposal process Corporate disclosures FSOC regulation and authority H.R. 4790 The Guiding Uniform and Responsible Disclosure Requirements and Information Limits (GUARDRAIL) Act; H.R. 4767 The Protecting Americans Retirement Savings from Politics Act; H.R. 4655 The Businesses Over Activists Act; H.R. 4823 American Financial Institution Regulator Sovereignty and Transparency (American FIRST) Act LBR ISSUE AREA: Labor Issues/Antitrust/Workplace Systemic risks Pension fund investment practices Retirement security policies Proxy voting Proxy advisors ERISA implementation of fiduciary duty H.R. 5337 Retirement Proxy Protection Act; H.R. 5338 No Discrimination In My Benefits Act; H.R. 5339 RETIRE Act; H.R. 5340 Providing Complete Information To Retirement Investors Act
Client expense: $10,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2023 · fourth_quarter · Pharmacy
H.R. 5339/S. 3131, Orphan Cures Act S. 866, American Innovation and Jobs Act FDA Reform
Client expense: Not reported · Firm income: $60,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2023 · fourth_quarter · Retirement
H.R. 4008, Protecting Americans Retirement Savings Act H.R. 5337, Retirement Proxy Protection Act H.R. 5338, No Discrimination in My Benefits Act H.R. 5339, Roll Back ESG to Increase Retirement Earnings Act H.R. 5340, Providing Complete Information to Retirement Investors Act S. 3305, Helping Young Americans Save for Retirement Act Department of Labor QPAM proposal Department of Labor Fiduciary proposal
Client expense: $1,040,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, White House Office
2023 · fourth_quarter · Retirement
SEC Open-End Fund Liquidity Risk Management Programs and Swing Pricing proposed rule; H.R. 5337 Retirement Proxy Protection Act H.R. 5338 No Discrimination in My Benefits Act H.R. 5339 RETIRE Act H.R. 5340 Providing Complete Information to Retirement Investors Act Amendments to H.R. 2670, the National Defense Authorization Act for Fiscal Year 2024 DOL Fiduciary Rule Qualified Professional Asset Manager PTE Changes; Public Law 117-328 - Consolidated Appropriations Law (Secure 2.0 retirement provisions) Retirement Security Rule: Definition of an Investment Advice Fiduciary (EBSA) and related exemptions. Independent Contractor Rule RIN 0985-AA18 NPRM - Adult Protective Services Functions and Grant Programs, Administration for Community Living, HHS To amend the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974 to make technical corrections relating to the SECURE 2.0 Act of 2022, and for other purposes SECURE 2.0 Implementation RIN 1210-AC23 RFI - SECURE 2.0 Reporting and Disclosure, EBSA Basel III End Game and Retirement Employee Identification Number (EIN) / Unrelated Business Taxable Income (UBTI) IRS H.R. 6640 To amend the Internal Revenue Code of 1986 for purposes of the tax on private foundation excess business holdings to treat as outstanding any employee-owned stock purchased by a business enterprise pursuant to certain employee stock ownership retirement plans. Amendment No. 83 to H.R. 5894 - Labor, Health and Human Services, Education, and Related Agencies Appropriations Act, 2024 H.R. 6065/ S. 3102 Retirement Savings for Americans Act H.R. 6007, Retirement Investment in Small Employers Act H.R.5673, Responsible Legislating Act Section 4966 Donor Advised Fund Regulations H.R. 6065, To establish the American Worker Retirement Plan, improve the financial security of working Americans by facilitating the accumulation of wealth, and for other purposes.
Client expense: $2,990,000 · Firm income: Not reported
Government targets: Commodity Futures Trading Commission (CFTC), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
-Roll Back ESG to Increase Retirement Earnings (RETIRE) Act (HR 5339), all -Retirement Proxy Protection Act (HR 5337), all -No Discrimination in My Benefits Act (HR 5338), all -Department of Labor Succession Act (HR 4957), all -SECURE Act 2.0 implementation, applicability of certain provisions to 401(k) multiemployer plans -Pension "de-risking" Guidance, updating DOL Guidance -Opposition to Fiscal Commission
Client expense: $480,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Treasury, Dept of
2023 · third_quarter · Retirement
H.R. 515 the Protecting American Savers and Retirees Act H.R. 5337 - Retirement Proxy Protection Act H.R. 5338 - No Discrimination In My Benefits Act H.R. 5339 - Roll back ESG To Increase Retirement Earnings Act H.R. 5340 - Providing Complete Information To Retirement Investors Act
Client expense: $60,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2023 · third_quarter · Firearms/Guns/Ammunition
1.Americas Outdoor Recreation Act (S.873) / Range Access Act (H.R.1614); 2.Bipartisan Safer Communities Act (Public Law No: 117-159); 3.BLM proposed rule on Conservation and Landscape Health; 4.Bureau of Alcohol, Tobacco, Firearms and Explosives (ATF) Engaged in the Business as a Dealer in Firearm; 5.Bureau of Alcohol, Tobacco, Firearms and Explosives (ATF) Factoring Criteria for Firearms With Attached Stabilizing Braces Rule; 6.Bureau of Alcohol, Tobacco, Firearms and Explosives (ATF) Zero-tolerance Policy; 7.Concealed Carry Reciprocity Act (S.214 / H.R.38); 8.Condemning the actions of Governor of New Mexico, Michelle Lujan Grisham, for subverting the Second Amendment to the Constitution and depriving the citizens of New Mexico of their right to bear arms. (H.Res.684); 9.Ensuring Sound Guidance (ESG) Act (H.R.4237); 10.Fair Access to Banking Act (S.293 / H.R.2743) / Discrimination in lending; 11.Federal Firearms Licensee Protection Act (S.1907 / H.R.2620); 12.Financial Regulatory Accountability Act (S. 2335); 13.Firearm Industry Nondiscrimination (FIND) Act (S.428 / H.R.53); 14.Freight Carrier Discriminatory Practices Against Firearms & Ammunition; 15.FY24 Appropriations- Agriculture, Rural Development, Food and Drug Administration; 16.FY24 Appropriations-Commerce, Justice, Science and Related Agencies; 17.FY24 Appropriations-Interior, Environment, and Related Agencies; 18.FY24 Appropriations-Military Construction, Veterans Affairs, and Related Agencies; 19.Hearing Protection Act (S.401 / H.R. 152); 20.Merchant Category Code (S.898, H.R. 3021); 21.National Defense Authorization Act for Fiscal Year 2024 (S.2226 / H.R.2670); 22.No GRISHAM Act (H.R.5767); 23.Permanent Electronic Duck Stamp Act (H.R. 2872); 24.Protecting Access for Hunters and Anglers Act (S.1185/H.R.615); 25.Protecting Hunter Education (S. 2736, S.2828, H.R. 5110, H.R. 5161, S. 2735); 26.Protecting the Right to Keep and Bear Arms Act (S. 2911, H.R. 5561); 27.Protection of Lawful Commerce in Arms Act (Public Law No: 109-92); 28.Providing Complete Information to Retirement Investors Act (H.R. 5340); 29.Respect for the Second Amendment Act (S.840, H.R. 5508); 30.Retirement Proxy Protection Act (H.R. 5337); 31.Roll back ESG To Increase Retirement Earnings (RETIRE) Act (H.R. 5339); 32.SAFER Banking Act (S. 1323); 33.USML to CCL Transition / Export Control Reform; 34.U.S. Fish and Wildlife Service (USFWS) Final Rule to ban the use of traditional lead ammunition on National Wildlife Refuges (NWRs); and 35.Veterans 2nd Amendment Protection Act (S. 1875, H.R. 705).
Client expense: $1,460,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2023 · third_quarter · Retirement
LEGISLATIVE TECHNICAL CORRECTIONS AND ROTH CATCH-UP DELAY. SECURE 2.0 technical corrections, delay of effective date of Roth Catch-up provision and guidance AUTO RE-ENROLLMENT. Automatic retirement plan re-enrollment, S. 2512, July 24, 2023, letter of support to sponsors Sens. Kaine and Cassidy ENVIRONMENTAL, SOCIAL, GOVERNANCE. Environmental Social and Governance (ESG) factors in retirement plan investments, HR 5339, HR 5337, HR 5340, HR 5338, HR 4008 MINIMUM PARTICIPATION REQUIREMENTS. Retirement plan minimum participation requirements DE-RISKING. Pension Plan De-risking, annuities, lump sum distributions RETIREE HEALTH PLANS. Retiree health plans, excess assets, Section 401(h) accounts SEC PROPOSALS AFFECTING RETIREMENT PLANS. Predictive Data Analytics, Open-End Fund Liquidity Risk Management Programs and Swing Pricing RETIREMENT PLAN BROKERAGE WINDOWS. Brokerage window investment options offered by retirement plans and whether there is a duty to monitor investments inside a brokerage window DEFINED BENEFIT PLANS. Defined Benefit Plans, e.g., overfunded plans, PBGC premiums CITs FOR 403(b) PLANS. Collective Investment Trusts and separate accounts for Section 403(b) charities and educational entities, HR 3063 LITIGATION. Litigation and enforcement affecting retirement plans, including pleading standards STATE PLANS. ERISA preemption, state retirement plan mandatory Roth IRA plans covering private sector employers REGULATORY ROTH CATCH-UP DELAY. SECURE 2.0 Section 603 Roth Catch-up Delay transition period SECURE 2.0 GUIDANCE. SECURE 2.0 Guidance, Roth Catch-up contributions, overpayments of benefits, IRC Section 420 transfers, pension-linked emergency savings, student loan, SEP and SIMPLE Roth IRAs, start-up credits, safe harbor for corrections, ERISA notices and disclosures, annual funding notice, pension risk transfer, lost and found registry etc. RMDs. Retirement Plan Required Minimum Distributions FIDUCIARY RULE. Re-proposal of Retirement Plan Fiduciary rule ERISA NOTICES AND DISCLOSURES. Retirement plan notices and disclosures and response to EBSA RFI, e.g., paper benefit statements, notices for unenrolled participants, elimination of certain notices, consolidation of certain notices, pooled employer plans, annual funding notice, 88 Fed. Reg. 54511 PENSION PLAN DE-RISKING. Report by DOL on Defined Benefit Pension Plan De-risking in consultation with the ERISA Advisory Council CAMT. Corporate Alternative Minimum Tax (15% Tax) application to defined benefit pension plans and certain other employee benefit plans PREDICTIVE DATA ANALYTICS, and OPEN-END LIQUIDITY RISK MANAGEMENT PROGRAMS AND SWING PRICING. Predictive Data Analytics by Broker- Dealers and Investment Advisors, Open-End Fund Liquidity Risk Management Programs and Swing Pricing, 88 Fed. Reg. 53960, 87 Fed. Reg 77172 RETIREMENT PLAN AUDITS. Audits for missing participants, cybersecurity standards for audits and duration of audits SPIN OFFS. Retirement Plan spin-off and funding rules
Client expense: $312,517 · 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), Treasury, Dept of
2023 · third_quarter · Retirement
H.R. 4008, Protecting Americans Retirement Savings Act H.R. 5337, Retirement Proxy Protection Act H.R. 5338, No Discrimination in My Benefits Act H.R. 5339, Roll Back ESG to Increase Retirement Earnings Act H.R. 5340, Providing Complete Information to Retirement Investors Act Department of Labor QPAM proposal Department of Labor rule on ESG investing and proxy voting Department of Labor Fiduciary proposal
Client expense: $1,490,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE