AMERICAN SOCIETY OF PENSION PROFESSIONALS AND ACTUARIES

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Lobbying Spend

—

Filings

Firms Hired

Active Period

1999–2015

Lobbying Spend by Year

Client-reported lobbying expenses on LDA filings

Year	Lobbying Spend	Filings	Firms
2015	—	1	1
2014	—	4	1
2013	—	4	1
2012	—	5	1
2011	—	4	1
2010	—	4	1
2009	—	4	1
2008	—	4	1
2007	—	3	1
2006	—	2	1
2005	—	1	1
2003	—	3	1
2001	—	2	1
2000	—	1	1
1999	—	2	1

Hired Firms

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

Firm Name	Reported Spend	Filings
PALMETTO GROUP	—	44

Government Bodies Lobbied

Government entities explicitly identified as targets in LDA filings

Government Body	Filings
SENATE	37
HOUSE OF REPRESENTATIVES	22
Energy, Dept of	1
Export-Import Bank of the United States (EXIM Bank)	1
Interior, Dept of (DOI)	1
State, Dept of (DOS)	1
Treasury, Dept of	1

Top Issues

Most frequently reported lobbying issues

Issue Code	Description	Reports
Taxation/Internal Revenue Code	Taxation/Internal Revenue Code	40
Retirement	Retirement	7
Minting/Money/Gold Standard	Minting/Money/Gold Standard	1
Defense	Defense	1
Aviation/Airlines/Airports	Aviation/Airlines/Airports	1
Foreign Relations	Foreign Relations	1
Natural Resources	Natural Resources	1
Economics/Economic Development	Economics/Economic Development	1
Immigration	Immigration	1
Energy/Nuclear	Energy/Nuclear	1
Trade (domestic/foreign)	Trade (domestic/foreign)	1
Science/Technology	Science/Technology	1
Fuel/Gas/Oil	Fuel/Gas/Oil	1

Bills Explicitly Cited (20)

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

H.R. 2989111th Congress

401(k) Fair Disclosure and Pension Security Act of 2009

2010 · third_quarter · Firm: PALMETTO GROUP

Open original LDA filing ↗

Cited source text and reported amounts

HR 2989, 401(k) Fair Disclosure and Pension Security Act of 2009, provisions to require fee disclosure for defined contribution plans

Client expense: — · Firm income: $60,000

Matched citations: HR 2989

H.R. 2989111th Congress

401(k) Fair Disclosure and Pension Security Act of 2009

2010 · second_quarter · Firm: PALMETTO GROUP

Open original LDA filing ↗

Cited source text and reported amounts

HR 2989, 401(k) Fair Disclosure and Pension Security Act of 2009, provisions to require fee disclosure for defined contribution plans

Client expense: — · Firm income: $30,000

Matched citations: HR 2989

H.R. 2989111th Congress

401(k) Fair Disclosure and Pension Security Act of 2009

2010 · first_quarter · Firm: PALMETTO GROUP

Open original LDA filing ↗

Cited source text and reported amounts

HR 2989, 401(k) Fair Disclosure and Pension Security Act of 2009, provisions to require fee disclosure for defined contribution plans

Client expense: — · Firm income: $45,000

Matched citations: HR 2989

H.R. 2989111th Congress

401(k) Fair Disclosure and Pension Security Act of 2009

2009 · fourth_quarter · Firm: PALMETTO GROUP

Open original LDA filing ↗

Cited source text and reported amounts

HR 2989, 401(k) Fair Disclosure and Pension Security Act of 2009, provisions to require fee disclosure for defined contribution plans

Client expense: — · Firm income: $45,000

Matched citations: HR 2989

Show 16 more cited filings

H.R. 2989111th Congress

401(k) Fair Disclosure and Pension Security Act of 2009

2009 · third_quarter · Firm: PALMETTO GROUP

Open original LDA filing ↗

Cited source text and reported amounts

HR 2989, 401(k) Fair Disclosure and Pension Security Act of 2009, fee disclosure for defined contribution plans

Client expense: — · Firm income: $45,000

Matched citations: HR 2989

H.R. 2989111th Congress

401(k) Fair Disclosure and Pension Security Act of 2009

2009 · second_quarter · Firm: PALMETTO GROUP

Open original LDA filing ↗

Cited source text and reported amounts

HR 2989, 401(k) Fair Disclosure and Pension Security Act of 2009, fee disclosure for defined contribution plans

Client expense: — · Firm income: $45,000

Matched citations: HR 2989

H.R. 3185110th Congress

401(k) Fair Disclosure for Retirement Security Act of 2007

2008 · fourth_quarter · Firm: PALMETTO GROUP

Open original LDA filing ↗

Cited source text and reported amounts

S. 2473 Defined Contribution Fee Disclosure Act of 2007. H.R. 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 - legislation in its entirety. H.R. 6382 The Pension Protection Technical Corrections Act of 2008, provision to give Secretary of Treasury authority to give "end of year" valuation date plans relief for computing the adjusted funding target attainment percentage.

Client expense: — · Firm income: $45,000

Matched citations: H.R. 3185

H.R. 6382110th Congress

Pension Protection Technical Corrections Act of 2008

2008 · fourth_quarter · Firm: PALMETTO GROUP

Open original LDA filing ↗

Cited source text and reported amounts

S. 2473 Defined Contribution Fee Disclosure Act of 2007. H.R. 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 - legislation in its entirety. H.R. 6382 The Pension Protection Technical Corrections Act of 2008, provision to give Secretary of Treasury authority to give "end of year" valuation date plans relief for computing the adjusted funding target attainment percentage.

Client expense: — · Firm income: $45,000

Matched citations: H.R. 6382

S. 2473110th Congress

Defined Contribution Fee Disclosure Act of 2007

2008 · fourth_quarter · Firm: PALMETTO GROUP

Open original LDA filing ↗

Cited source text and reported amounts

S. 2473 Defined Contribution Fee Disclosure Act of 2007. H.R. 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 - legislation in its entirety. H.R. 6382 The Pension Protection Technical Corrections Act of 2008, provision to give Secretary of Treasury authority to give "end of year" valuation date plans relief for computing the adjusted funding target attainment percentage.

Client expense: — · Firm income: $45,000

Matched citations: S. 2473

H.R. 3185110th Congress

401(k) Fair Disclosure for Retirement Security Act of 2007

2008 · third_quarter · Firm: PALMETTO GROUP

Open original LDA filing ↗

Cited source text and reported amounts

S. 2473 Defined Contribution Fee Disclosure Act of 2007. H.R. 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 - legislation in its entirety. H.R. 6382 The Pension Protection Technical Corrections Act of 2008, provision to give Secretary of Treasury authority to give "end of year" valuation date plans relief for computing the adjusted funding target attainment percentage.

Client expense: — · Firm income: $45,000

Matched citations: H.R. 3185

H.R. 6382110th Congress

Pension Protection Technical Corrections Act of 2008

2008 · third_quarter · Firm: PALMETTO GROUP

Open original LDA filing ↗

Cited source text and reported amounts

S. 2473 Defined Contribution Fee Disclosure Act of 2007. H.R. 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 - legislation in its entirety. H.R. 6382 The Pension Protection Technical Corrections Act of 2008, provision to give Secretary of Treasury authority to give "end of year" valuation date plans relief for computing the adjusted funding target attainment percentage.

Client expense: — · Firm income: $45,000

Matched citations: H.R. 6382

S. 2473110th Congress

Defined Contribution Fee Disclosure Act of 2007

2008 · third_quarter · Firm: PALMETTO GROUP

Open original LDA filing ↗

Cited source text and reported amounts

S. 2473 Defined Contribution Fee Disclosure Act of 2007. H.R. 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 - legislation in its entirety. H.R. 6382 The Pension Protection Technical Corrections Act of 2008, provision to give Secretary of Treasury authority to give "end of year" valuation date plans relief for computing the adjusted funding target attainment percentage.

Client expense: — · Firm income: $45,000

Matched citations: S. 2473

H.R. 3185110th Congress

401(k) Fair Disclosure for Retirement Security Act of 2007

2008 · second_quarter · Firm: PALMETTO GROUP

Open original LDA filing ↗

Cited source text and reported amounts

S. 2473 Defined Contribution Fee Disclosure Act of 2007. H.R. 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 - legislation in its entirety.

Client expense: — · Firm income: $45,000

Matched citations: H.R. 3185

S. 2473110th Congress

Defined Contribution Fee Disclosure Act of 2007

2008 · second_quarter · Firm: PALMETTO GROUP

Open original LDA filing ↗

Cited source text and reported amounts

S. 2473 Defined Contribution Fee Disclosure Act of 2007. H.R. 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 - legislation in its entirety.

Client expense: — · Firm income: $45,000

Matched citations: S. 2473

H.R. 3185110th Congress

401(k) Fair Disclosure for Retirement Security Act of 2007

2008 · first_quarter · Firm: PALMETTO GROUP

Open original LDA filing ↗

Cited source text and reported amounts

S. 2473 Defined Contribution Fee Disclosure Act of 2007. H.R. 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 - legislation in it's entirety.

Client expense: — · Firm income: $30,000

Matched citations: H.R. 3185

S. 2473110th Congress

Defined Contribution Fee Disclosure Act of 2007

2008 · first_quarter · Firm: PALMETTO GROUP

Open original LDA filing ↗

Cited source text and reported amounts

S. 2473 Defined Contribution Fee Disclosure Act of 2007. H.R. 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 - legislation in it's entirety.

Client expense: — · Firm income: $30,000

Matched citations: S. 2473

H.R. 3185110th Congress

401(k) Fair Disclosure for Retirement Security Act of 2007

2007 · year_end · Firm: PALMETTO GROUP

Open original LDA filing ↗

Cited source text and reported amounts

H.R. 3765 To amend the Internal Revenue Code of 1986 to provide transparency with respect to fees and expenses charged to participant-directed defined contribution plans. S.2473 Defined Contribution Fee Disclosure Act of 2007. H.R. 3185 401(k) Fair Disclosure for Retirement Security Act of 2007.

Client expense: — · Firm income: $85,000

Matched citations: H.R. 3185

H.R. 3765110th Congress

Defined Contribution Plan Fee Transparency Act of 2007

2007 · year_end · Firm: PALMETTO GROUP

Open original LDA filing ↗

Cited source text and reported amounts

H.R. 3765 To amend the Internal Revenue Code of 1986 to provide transparency with respect to fees and expenses charged to participant-directed defined contribution plans. S.2473 Defined Contribution Fee Disclosure Act of 2007. H.R. 3185 401(k) Fair Disclosure for Retirement Security Act of 2007.

Client expense: — · Firm income: $85,000

Matched citations: H.R. 3765

S. 2473110th Congress

Defined Contribution Fee Disclosure Act of 2007

2007 · year_end · Firm: PALMETTO GROUP

Open original LDA filing ↗

Cited source text and reported amounts

H.R. 3765 To amend the Internal Revenue Code of 1986 to provide transparency with respect to fees and expenses charged to participant-directed defined contribution plans. S.2473 Defined Contribution Fee Disclosure Act of 2007. H.R. 3185 401(k) Fair Disclosure for Retirement Security Act of 2007.

Client expense: — · Firm income: $85,000

Matched citations: S.2473

S. 1783109th Congress

Pension Security and Transparency Act of 2005

2006 · year_end · Firm: PALMETTO GROUP

Open original LDA filing ↗

Cited source text and reported amounts

H.R. 2830 Pension Protection Act S. 1783 Pension Security and Transparency Act

Client expense: — · Firm income: $60,000

Matched citations: S. 1783

Source: Senate LDA

AMERICAN SOCIETY OF PENSION PROFESSIONALS AND ACTUARIES — Lobbying Disclosure | Poliscope