INSPIRA FINANCIAL

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Lobbying Spend

—

Filings

Firms Hired

Active Period

2017–2026

Lobbying Spend by Year

Client-reported lobbying expenses on LDA filings

Year	Lobbying Spend	Filings	Firms
2026	—	3	1
2025	—	5	1
2024	—	4	1
2023	—	4	1
2022	—	4	1
2021	—	4	1
2020	—	4	1
2019	—	4	1
2018	—	4	1
2017	—	4	1

Hired Firms

Lobbying firms retained by this client; amounts are client-reported expenses when available

Firm Name	Reported Spend	Filings
DAVIS & HARMAN LLP	—	40

Government Bodies Lobbied

Government entities explicitly identified as targets in LDA filings

Government Body	Filings
HOUSE OF REPRESENTATIVES	39
SENATE	36
Labor, Dept of (DOL)	1
Pension & Welfare Benefits Administration	1
White House Office	1

Top Issues

Most frequently reported lobbying issues

Issue Code	Description	Reports
Retirement	Retirement	40
Taxation/Internal Revenue Code	Taxation/Internal Revenue Code	40

Bills Explicitly Cited (25)

Bill numbers found in source-reported LDA specific issue text; broad topic matches are excluded

H.R. 2617117th Congress

Consolidated Appropriations Act, 2023

2026 · third_quarter · Firm: DAVIS & HARMAN LLP

Open original LDA filing ↗

Cited source text and reported amounts

Issues related to retirement savings and IRAs. Legislative proposals related to self-directed IRAs and IRA investments. Proposals related to expansion and modernization of Health Savings Accounts. Issues related to retirement savings, missing participants, and IRAs. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress), regarding issues related to automatic portability. H.R. 1.

Client expense: — · Firm income: $10,000

Matched citations: H.R. 2617

H.R. 2617117th Congress

Consolidated Appropriations Act, 2023

2026 · third_quarter · Firm: DAVIS & HARMAN LLP

Open original LDA filing ↗

Cited source text and reported amounts

Issues related to retirement savings and IRAs. Legislative proposals related to self-directed IRAs and IRA investments. Issues related to retirement savings, missing participants, and IRAs. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress), regarding issues related to automatic portability.

Client expense: — · Firm income: $10,000

Matched citations: H.R. 2617

H.R. 1119th Congress

An act to provide for reconciliation pursuant to title II of H. Con. Res. 14.

2026 · third_quarter · Firm: DAVIS & HARMAN LLP

Open original LDA filing ↗

Cited source text and reported amounts

Issues related to retirement savings and IRAs. Legislative proposals related to self-directed IRAs and IRA investments. Proposals related to expansion and modernization of Health Savings Accounts. Issues related to retirement savings, missing participants, and IRAs. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress), regarding issues related to automatic portability. H.R. 1.

Client expense: — · Firm income: $10,000

Matched citations: H.R. 1

H.R. 2617117th Congress

Consolidated Appropriations Act, 2023

2026 · second_quarter · Firm: DAVIS & HARMAN LLP

Open original LDA filing ↗

Cited source text and reported amounts

Issues related to retirement savings and IRAs. Legislative proposals related to self-directed IRAs and IRA investments. Proposals related to expansion and modernization of Health Savings Accounts. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress), regarding issues related to automatic portability. H.R. 1.

Client expense: — · Firm income: —

Matched citations: H.R. 2617

Show 21 more cited filings

H.R. 2617117th Congress

Consolidated Appropriations Act, 2023

2026 · second_quarter · Firm: DAVIS & HARMAN LLP

Open original LDA filing ↗

Cited source text and reported amounts

Issues related to retirement savings and IRAs. Legislative proposals related to self-directed IRAs and IRA investments. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress), regarding issues related to automatic portability.

Client expense: — · Firm income: —

Matched citations: H.R. 2617

H.R. 1119th Congress

An act to provide for reconciliation pursuant to title II of H. Con. Res. 14.

2026 · second_quarter · Firm: DAVIS & HARMAN LLP

Open original LDA filing ↗

Cited source text and reported amounts

Issues related to retirement savings and IRAs. Legislative proposals related to self-directed IRAs and IRA investments. Proposals related to expansion and modernization of Health Savings Accounts. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress), regarding issues related to automatic portability. H.R. 1.

Client expense: — · Firm income: —

Matched citations: H.R. 1

H.R. 2617117th Congress

Consolidated Appropriations Act, 2023

2026 · first_quarter · Firm: DAVIS & HARMAN LLP

Open original LDA filing ↗

Cited source text and reported amounts

Issues related to retirement savings and IRAs. Legislative proposals related to self-directed IRAs and IRA investments. Proposals related to expansion and modernization of Health Savings Accounts. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress), regarding issues related to automatic portability. H.R. 1.

Client expense: — · Firm income: —

Matched citations: H.R. 2617

H.R. 2617117th Congress

Consolidated Appropriations Act, 2023

2026 · first_quarter · Firm: DAVIS & HARMAN LLP

Open original LDA filing ↗

Cited source text and reported amounts

Issues related to retirement savings and IRAs. Legislative proposals related to self-directed IRAs and IRA investments. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress), regarding issues related to automatic portability.

Client expense: — · Firm income: —

Matched citations: H.R. 2617

H.R. 1119th Congress

An act to provide for reconciliation pursuant to title II of H. Con. Res. 14.

2026 · first_quarter · Firm: DAVIS & HARMAN LLP

Open original LDA filing ↗

Cited source text and reported amounts

Issues related to retirement savings and IRAs. Legislative proposals related to self-directed IRAs and IRA investments. Proposals related to expansion and modernization of Health Savings Accounts. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress), regarding issues related to automatic portability. H.R. 1.

Client expense: — · Firm income: —

Matched citations: H.R. 1

H.R. 2617117th Congress

Consolidated Appropriations Act, 2023

2025 · fourth_quarter · Firm: DAVIS & HARMAN LLP

Open original LDA filing ↗

Cited source text and reported amounts

Issues related to retirement savings and IRAs. Legislative proposals related to self-directed IRAs and IRA investments. Proposals related to expansion and modernization of Health Savings Accounts. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress), regarding issues related to automatic portability. H.R. 1.

Client expense: — · Firm income: —

Matched citations: H.R. 2617

H.R. 2617117th Congress

Consolidated Appropriations Act, 2023

2025 · fourth_quarter · Firm: DAVIS & HARMAN LLP

Open original LDA filing ↗

Cited source text and reported amounts

Issues related to retirement savings and IRAs. Legislative proposals related to self-directed IRAs and IRA investments. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress), regarding issues related to automatic portability.

Client expense: — · Firm income: —

Matched citations: H.R. 2617

H.R. 1119th Congress

An act to provide for reconciliation pursuant to title II of H. Con. Res. 14.

2025 · fourth_quarter · Firm: DAVIS & HARMAN LLP

Open original LDA filing ↗

Cited source text and reported amounts

Issues related to retirement savings and IRAs. Legislative proposals related to self-directed IRAs and IRA investments. Proposals related to expansion and modernization of Health Savings Accounts. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress), regarding issues related to automatic portability. H.R. 1.

Client expense: — · Firm income: —

Matched citations: H.R. 1

H.R. 2617117th Congress

Consolidated Appropriations Act, 2023

2025 · third_quarter · Firm: DAVIS & HARMAN LLP

Open original LDA filing ↗

Cited source text and reported amounts

Issues related to retirement savings and IRAs. Legislative proposals related to self-directed IRAs and IRA investments. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress), regarding issues related to automatic portability.

Client expense: — · Firm income: —

Matched citations: H.R. 2617

H.R. 2617117th Congress

Consolidated Appropriations Act, 2023

2025 · third_quarter · Firm: DAVIS & HARMAN LLP

Open original LDA filing ↗

Cited source text and reported amounts

Issues related to retirement savings and IRAs. Legislative proposals related to self-directed IRAs and IRA investments. Proposals related to expansion and modernization of Health Savings Accounts. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress), regarding issues related to automatic portability. H.R. 1.

Client expense: — · Firm income: —

Matched citations: H.R. 2617

H.R. 1119th Congress

An act to provide for reconciliation pursuant to title II of H. Con. Res. 14.

2025 · third_quarter · Firm: DAVIS & HARMAN LLP

Open original LDA filing ↗

Cited source text and reported amounts

Issues related to retirement savings and IRAs. Legislative proposals related to self-directed IRAs and IRA investments. Proposals related to expansion and modernization of Health Savings Accounts. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress), regarding issues related to automatic portability. H.R. 1.

Client expense: — · Firm income: —

Matched citations: H.R. 1

H.R. 2617117th Congress

Consolidated Appropriations Act, 2023

2025 · second_quarter · Firm: DAVIS & HARMAN LLP

Open original LDA filing ↗

Cited source text and reported amounts

Issues related to retirement savings and IRAs. Legislative proposals related to self-directed IRAs and IRA investments. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress), regarding issues related to automatic portability.

Client expense: — · Firm income: —

Matched citations: H.R. 2617

H.R. 2617117th Congress

Consolidated Appropriations Act, 2023

2025 · second_quarter · Firm: DAVIS & HARMAN LLP

Open original LDA filing ↗

Cited source text and reported amounts

Issues related to retirement savings and IRAs. Legislative proposals related to self-directed IRAs and IRA investments. Proposals related to expansion and modernization of Health Savings Accounts. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress), regarding issues related to automatic portability. H.R. 1.

Client expense: — · Firm income: —

Matched citations: H.R. 2617

H.R. 1119th Congress

An act to provide for reconciliation pursuant to title II of H. Con. Res. 14.

2025 · second_quarter · Firm: DAVIS & HARMAN LLP

Open original LDA filing ↗

Cited source text and reported amounts

Issues related to retirement savings and IRAs. Legislative proposals related to self-directed IRAs and IRA investments. Proposals related to expansion and modernization of Health Savings Accounts. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress), regarding issues related to automatic portability. H.R. 1.

Client expense: — · Firm income: —

Matched citations: H.R. 1

H.R. 2617117th Congress

Consolidated Appropriations Act, 2023

2025 · first_quarter · Firm: DAVIS & HARMAN LLP

Open original LDA filing ↗

Cited source text and reported amounts

Issues related to retirement savings and IRAs. Legislative proposals related to self-directed IRAs and IRA investments. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress), regarding issues related to automatic portability.

Client expense: — · Firm income: $10,000

Matched citations: H.R. 2617

H.R. 2617117th Congress

Consolidated Appropriations Act, 2023

2025 · first_quarter · Firm: DAVIS & HARMAN LLP

Open original LDA filing ↗

Cited source text and reported amounts

Issues related to retirement savings and IRAs. Legislative proposals related to self-directed IRAs and IRA investments. Proposals related to expansion and modernization of Health Savings Accounts. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress), regarding issues related to automatic portability.

Client expense: — · Firm income: $10,000

Matched citations: H.R. 2617

H.R. 2617117th Congress

Consolidated Appropriations Act, 2023

2025 · first_quarter · Firm: DAVIS & HARMAN LLP

Open original LDA filing ↗

Cited source text and reported amounts

Issues related to retirement savings and IRAs. Legislative proposals related to self-directed IRAs and IRA investments. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress), regarding issues related to automatic portability.

Client expense: — · Firm income: $10,000

Matched citations: H.R. 2617

H.R. 2617117th Congress

Consolidated Appropriations Act, 2023

2025 · first_quarter · Firm: DAVIS & HARMAN LLP

Open original LDA filing ↗

Cited source text and reported amounts

Issues related to retirement savings and IRAs. Legislative proposals related to self-directed IRAs and IRA investments. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress), regarding issues related to automatic portability.

Client expense: — · Firm income: $10,000

Matched citations: H.R. 2617

H.R. 2617117th Congress

Consolidated Appropriations Act, 2023

2024 · fourth_quarter · Firm: DAVIS & HARMAN LLP

Open original LDA filing ↗

Cited source text and reported amounts

Issues related to retirement savings and IRAs. Legislative proposals related to self-directed IRAs and IRA investments. IRA investment changes in H.R. 5376, Build Back Better Act/Inflation Reduction Act (117th Congress). H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress), regarding issues related to automatic portability.

Client expense: — · Firm income: —

Matched citations: H.R. 2617

H.R. 2617117th Congress

Consolidated Appropriations Act, 2023

2024 · fourth_quarter · Firm: DAVIS & HARMAN LLP

Open original LDA filing ↗

Cited source text and reported amounts

Issues related to retirement savings and IRAs. Legislative proposals related to self-directed IRAs and IRA investments. IRA investment changes in H.R. 5376, Build Back Better Act/Inflation Reduction Act (117th Congress). H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress), regarding issues related to automatic portability.

Client expense: — · Firm income: —

Matched citations: H.R. 2617

H.R. 5376117th Congress

Inflation Reduction Act of 2022

2024 · fourth_quarter · Firm: DAVIS & HARMAN LLP

Open original LDA filing ↗

Cited source text and reported amounts

Issues related to retirement savings and IRAs. Legislative proposals related to self-directed IRAs and IRA investments. IRA investment changes in H.R. 5376, Build Back Better Act/Inflation Reduction Act (117th Congress). H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress), regarding issues related to automatic portability.

Client expense: — · Firm income: —

Matched citations: H.R. 5376

Source: Senate LDA

INSPIRA FINANCIAL — Lobbying Disclosure | Poliscope