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Lobbying Income
$185K
Filings
23
Unique Clients
1
Active Period
2018–2026
Registrant-reported income from clients on LDA filings
Largest clients by registrant-reported income
Government entities explicitly identified as targets in LDA filings
Most frequently reported lobbying issues
Bill numbers found in source-reported LDA specific issue text; broad topic matches are excluded
Enhancing Multi-Class Share Disclosures Act
2026 · first_quarter · Client: INTERNATIONAL CORPORATE GOVERNANCE NETWORK
Securities and Exchange Commission-Meetings on 25 March with the SEC on protecting investor and shareholder rights, including voting, 13D-G guidance and the importance of engagement and dialogue between issuers and investors, mandatory arbitration provisions, request for ideas to streamline Reg S-K, how investors use proxy advisors, and a request for public consultations with notice and comment periods under the Administrative Procedures Act. We discussed accounting and auditing issues with the SEC and PCAOB, including international standard setting, budget, managing risks and appropriate controls, and high-quality auditing/accounting and international standards for investors. Senate meetings on 25 March with Republican and Democratic policy staff from the Committee on Banking, Housing, and Urban Affairs, Subcommittee on Capital Markets, Committee on Finance, to discuss upcoming Committee hearings, bills such as capital formation, and activity, to support S.3831, the "Enhancing Multi-class Share Disclosure Act" which was introduced in the Senate on February 11, 2026. Meetings with House and Senator offices on upcoming Committee activities, bills, and investor issues. House meetings with the Republican and Democratic policy staff from the Committee on Financial Services, Subcommittee on Capital Markets, Committee on the Judiciary, Subcommittee on the Administrative State, Regulatory Reform, and Antitrust to discuss shareholder rights, including shareholder proposals, changes to 13D-G, proxy advisory services, views on materiality and SEC activity, and the need for stability in the US capital market for global investors.
Client expense: — · Firm income: $10,000
Matched citations: S.3831
Enhancing Multi-Class Share Disclosures Act
2025 · fourth_quarter · Client: INTERNATIONAL CORPORATE GOVERNANCE NETWORK
For the Securities and Exchange Commission-Correspondence on protecting investor and shareholder rights, retail voting programs and standing voting instruction mechanisms, and mandatory arbitration clauses. For the SEC's Investor Advisory Committee, a statement on shareholder proposals, the importance of engagement and dialogue between issuers and investors, mandatory arbitration, the role of proxy advise and role of proxy advisors, retail voting programs, and the need for public consultations. Senate correspondence, Committee on Banking, Housing, and Urban Affairs, supporting H.R. 3357, the "Enhancing Multi-class Shares Disclosure Act" which passed the House in July 2025.
Client expense: — · Firm income: —
Matched citations: H.R. 3357
Enhancing Multi-Class Share Disclosures Act
2025 · third_quarter · Client: INTERNATIONAL CORPORATE GOVERNANCE NETWORK
Protecting shareholder rights. The importance of engagement and dialogue between issuers and investors. The role of proxy advisory services and proxy advisors for investors. Discussion on the priorities of the Securities and Exchange Commission and the Public Company Accounting Oversight Board. Potential bills in the US House and Senate, such as the Enhancing Multi-class Shares Disclosure Act, HR 3357.
Client expense: — · Firm income: —
Matched citations: HR 3357
To prevent across-the-board direct spending cuts, and for other purposes.
2021 · third_quarter · Client: SCHOOL EMPLOYEES RETIREMENT SYSTEM OF OHIO
SERS and other organizations have sought the repeal of the Rebate Rule, promulgated by the previous administration. SERS has requested that HHS/Medicare work with the Biden administration on the Medicare Part D restructuring proposals to address the issues for Employer Group Waiver Plans (EGWPs). We have discussed the potential for legislative and/or regulatory actions for consideration for the under-65 retiree population and to address the high cost of prescription drug costs. Senator Sherrod Brown (D-OH), along with Senators Tammy Baldwin (D-WI) and Debbie Stabenow (D-MI) introduced the Medicare at 50 Act, S. 1279, on April 21, which we are following. H.R. 1868, which extended a suspension of Medicare sequestration and make other technical changes to Medicare payments and Medicaid eligibility, was signed by President Biden. The bill also took care of the pay-go provisions which would have applied to the American Rescue Plan. H.R. 19, the Lower Costs, More Cures Act was reintroduced on April 21. Reps. Brad Wenstrup (R-OH) and Bob Latta (R-OH) are the two Ohio co-sponsors. SERS is following this bill in the House and the Senate companion bill, which was introduced.
Client expense: — · Firm income: $6,667
Matched citations: H.R. 1868
Lower Costs, More Cures Act of 2021
2021 · third_quarter · Client: SCHOOL EMPLOYEES RETIREMENT SYSTEM OF OHIO
SERS and other organizations have sought the repeal of the Rebate Rule, promulgated by the previous administration. SERS has requested that HHS/Medicare work with the Biden administration on the Medicare Part D restructuring proposals to address the issues for Employer Group Waiver Plans (EGWPs). We have discussed the potential for legislative and/or regulatory actions for consideration for the under-65 retiree population and to address the high cost of prescription drug costs. Senator Sherrod Brown (D-OH), along with Senators Tammy Baldwin (D-WI) and Debbie Stabenow (D-MI) introduced the Medicare at 50 Act, S. 1279, on April 21, which we are following. H.R. 1868, which extended a suspension of Medicare sequestration and make other technical changes to Medicare payments and Medicaid eligibility, was signed by President Biden. The bill also took care of the pay-go provisions which would have applied to the American Rescue Plan. H.R. 19, the Lower Costs, More Cures Act was reintroduced on April 21. Reps. Brad Wenstrup (R-OH) and Bob Latta (R-OH) are the two Ohio co-sponsors. SERS is following this bill in the House and the Senate companion bill, which was introduced.
Client expense: — · Firm income: $6,667
Matched citations: H.R. 19
Public Servants Protection and Fairness Act of 2021
2021 · third_quarter · Client: SCHOOL EMPLOYEES RETIREMENT SYSTEM OF OHIO
Continued advocacy on the Windfall Elimination Provision (WEP) in the House and Senate. On April 1, Chairman Richard Neal (D-MA) introduced H.R. 2337, a bill to amend title II of the Social Security Act to provide an equitable Social Security formula for individuals with noncovered employment and to provide relief for individuals currently affected by the Windfall Elimination Provision. Monitored H.R. 82, the Social Security Fairness Act of 2021, which repeals provisions that reduce Social Security benefits for individuals who receive other benefits, such as a pension from a state or local government, eliminates the government pension offset and the windfall elimination provision. These changes would be effective for benefits payable after December 2021. On April 22, Senator Sherrod Brown (D-OH) reintroduced his bill to amend title II of the Social Security Act to repeal the government pension offset (GPO) and windfall elimination provisions (WEP). The bill is S. 1302. On May 20, Senators Rob Portman (R-OH) and Ben Cardin (D-MD) introduced their bipartisan legislation, S. 1770, a bill to amend the Internal Revenue Code of 1986 to reform retirement provisions, and for other purposes. SERS is following this bill. On May 20, Senators Patty Murray (D-WA) and Tina Smith (D-MN) introduced S. 1762, a bill to amend the Employee Retirement Income Security Act of 1974 to permit retirement plans to consider certain factors in investment decisions. SERS is following the bill. Chairman Richard Neal (D-MA) and Ranking Member Kevin Brady (R-TX), serving on the House Committee on Ways and Means, introduced H.R. 2954, the Securing a Strong Retirement Act of 2021, or SECURE Act 2.0. SERS is following the bill.
Client expense: — · Firm income: $6,667
Matched citations: H.R. 2337
Securing a Strong Retirement Act of 2021
2021 · third_quarter · Client: SCHOOL EMPLOYEES RETIREMENT SYSTEM OF OHIO
Continued advocacy on the Windfall Elimination Provision (WEP) in the House and Senate. On April 1, Chairman Richard Neal (D-MA) introduced H.R. 2337, a bill to amend title II of the Social Security Act to provide an equitable Social Security formula for individuals with noncovered employment and to provide relief for individuals currently affected by the Windfall Elimination Provision. Monitored H.R. 82, the Social Security Fairness Act of 2021, which repeals provisions that reduce Social Security benefits for individuals who receive other benefits, such as a pension from a state or local government, eliminates the government pension offset and the windfall elimination provision. These changes would be effective for benefits payable after December 2021. On April 22, Senator Sherrod Brown (D-OH) reintroduced his bill to amend title II of the Social Security Act to repeal the government pension offset (GPO) and windfall elimination provisions (WEP). The bill is S. 1302. On May 20, Senators Rob Portman (R-OH) and Ben Cardin (D-MD) introduced their bipartisan legislation, S. 1770, a bill to amend the Internal Revenue Code of 1986 to reform retirement provisions, and for other purposes. SERS is following this bill. On May 20, Senators Patty Murray (D-WA) and Tina Smith (D-MN) introduced S. 1762, a bill to amend the Employee Retirement Income Security Act of 1974 to permit retirement plans to consider certain factors in investment decisions. SERS is following the bill. Chairman Richard Neal (D-MA) and Ranking Member Kevin Brady (R-TX), serving on the House Committee on Ways and Means, introduced H.R. 2954, the Securing a Strong Retirement Act of 2021, or SECURE Act 2.0. SERS is following the bill.
Client expense: — · Firm income: $6,667
Matched citations: H.R. 2954
Elijah E. Cummings Lower Drug Costs Now Act
2021 · third_quarter · Client: SCHOOL EMPLOYEES RETIREMENT SYSTEM OF OHIO
Continued advocacy on the impact to Employer Group Waiver Plans (EGWPs) with respect to S. 2543, the Prescription Drug Pricing Reduction Act of 2019, from last session, and H.R. 3, the Elijah E. Cummings Lower Drug Costs Now Act of 2021, which does not include a fix for Employer Group Waiver Plans (EGWPs). Continued education on the impact of changes to Medicare Part D restructuring for EGWP plans with House and Senate members, the pending Rebate Rule which has been stayed by the Biden Administration and its consequences to plan sponsors.
Client expense: — · Firm income: $6,667
Matched citations: H.R. 3
Wall Street Tax Act of 2021
2021 · third_quarter · Client: SCHOOL EMPLOYEES RETIREMENT SYSTEM OF OHIO
Followed two bills: Rep. Patrick McHenry (R-NC) introduced H.Res.249, a Resolution which is Expressing the sense of the House of Representatives that the Congress should not impose a financial transaction tax on individuals or market intermediaries in connection with trades executed on the National Market System or alternative trading systems. The Resolution was introduced on March 17 and was referred to the Committee on Ways and Means. H.R. 328, the Wall Street Tax Act, would create a financial transaction tax on the sale of stocks, bonds, and derivatives at 0.1 percent (10 basis points), which could raise approximately $777 billion over ten (10) years. Followed a joint resolution: Senator Sherrod Brown (D-OH) introduced S.J.Res.16, a joint resolution providing for disapproval under chapter 8 of title 5, United States Code, of the rule finalized by the Securities and Exchange Commission (SEC). The joint resolution, filed under the Congressional Review Act (CRA), would reverse the SECs final rule in September 2020 relating to "Procedural Requirements and Resubmission Thresholds Under Exchange Act Rule 14a-8."
Client expense: — · Firm income: $6,667
Matched citations: H.R. 328
Social Security Fairness Act of 2021
2021 · third_quarter · Client: SCHOOL EMPLOYEES RETIREMENT SYSTEM OF OHIO
Continued advocacy on the Windfall Elimination Provision (WEP) in the House and Senate. On April 1, Chairman Richard Neal (D-MA) introduced H.R. 2337, a bill to amend title II of the Social Security Act to provide an equitable Social Security formula for individuals with noncovered employment and to provide relief for individuals currently affected by the Windfall Elimination Provision. Monitored H.R. 82, the Social Security Fairness Act of 2021, which repeals provisions that reduce Social Security benefits for individuals who receive other benefits, such as a pension from a state or local government, eliminates the government pension offset and the windfall elimination provision. These changes would be effective for benefits payable after December 2021. On April 22, Senator Sherrod Brown (D-OH) reintroduced his bill to amend title II of the Social Security Act to repeal the government pension offset (GPO) and windfall elimination provisions (WEP). The bill is S. 1302. On May 20, Senators Rob Portman (R-OH) and Ben Cardin (D-MD) introduced their bipartisan legislation, S. 1770, a bill to amend the Internal Revenue Code of 1986 to reform retirement provisions, and for other purposes. SERS is following this bill. On May 20, Senators Patty Murray (D-WA) and Tina Smith (D-MN) introduced S. 1762, a bill to amend the Employee Retirement Income Security Act of 1974 to permit retirement plans to consider certain factors in investment decisions. SERS is following the bill. Chairman Richard Neal (D-MA) and Ranking Member Kevin Brady (R-TX), serving on the House Committee on Ways and Means, introduced H.R. 2954, the Securing a Strong Retirement Act of 2021, or SECURE Act 2.0. SERS is following the bill.
Client expense: — · Firm income: $6,667
Matched citations: H.R. 82
Expressing the sense of the House of Representatives that the Congress should not impose a financial transaction tax on individuals or market intermediaries in connection with trades executed on the National Market System or alternative trading systems.
2021 · third_quarter · Client: SCHOOL EMPLOYEES RETIREMENT SYSTEM OF OHIO
Followed two bills: Rep. Patrick McHenry (R-NC) introduced H.Res.249, a Resolution which is Expressing the sense of the House of Representatives that the Congress should not impose a financial transaction tax on individuals or market intermediaries in connection with trades executed on the National Market System or alternative trading systems. The Resolution was introduced on March 17 and was referred to the Committee on Ways and Means. H.R. 328, the Wall Street Tax Act, would create a financial transaction tax on the sale of stocks, bonds, and derivatives at 0.1 percent (10 basis points), which could raise approximately $777 billion over ten (10) years. Followed a joint resolution: Senator Sherrod Brown (D-OH) introduced S.J.Res.16, a joint resolution providing for disapproval under chapter 8 of title 5, United States Code, of the rule finalized by the Securities and Exchange Commission (SEC). The joint resolution, filed under the Congressional Review Act (CRA), would reverse the SECs final rule in September 2020 relating to "Procedural Requirements and Resubmission Thresholds Under Exchange Act Rule 14a-8."
Client expense: — · Firm income: $6,667
Matched citations: H.Res.249
Prescription Drug Pricing Reduction Act of 2019
2021 · third_quarter · Client: SCHOOL EMPLOYEES RETIREMENT SYSTEM OF OHIO
Continued advocacy on the impact to Employer Group Waiver Plans (EGWPs) with respect to S. 2543, the Prescription Drug Pricing Reduction Act of 2019, from last session, and H.R. 3, the Elijah E. Cummings Lower Drug Costs Now Act of 2021, which does not include a fix for Employer Group Waiver Plans (EGWPs). Continued education on the impact of changes to Medicare Part D restructuring for EGWP plans with House and Senate members, the pending Rebate Rule which has been stayed by the Biden Administration and its consequences to plan sponsors.
Client expense: — · Firm income: $6,667
Matched citations: S. 2543
Medicare at 50 Act
2021 · third_quarter · Client: SCHOOL EMPLOYEES RETIREMENT SYSTEM OF OHIO
SERS and other organizations have sought the repeal of the Rebate Rule, promulgated by the previous administration. SERS has requested that HHS/Medicare work with the Biden administration on the Medicare Part D restructuring proposals to address the issues for Employer Group Waiver Plans (EGWPs). We have discussed the potential for legislative and/or regulatory actions for consideration for the under-65 retiree population and to address the high cost of prescription drug costs. Senator Sherrod Brown (D-OH), along with Senators Tammy Baldwin (D-WI) and Debbie Stabenow (D-MI) introduced the Medicare at 50 Act, S. 1279, on April 21, which we are following. H.R. 1868, which extended a suspension of Medicare sequestration and make other technical changes to Medicare payments and Medicaid eligibility, was signed by President Biden. The bill also took care of the pay-go provisions which would have applied to the American Rescue Plan. H.R. 19, the Lower Costs, More Cures Act was reintroduced on April 21. Reps. Brad Wenstrup (R-OH) and Bob Latta (R-OH) are the two Ohio co-sponsors. SERS is following this bill in the House and the Senate companion bill, which was introduced.
Client expense: — · Firm income: $6,667
Matched citations: S. 1279
Social Security Fairness Act
2021 · third_quarter · Client: SCHOOL EMPLOYEES RETIREMENT SYSTEM OF OHIO
Continued advocacy on the Windfall Elimination Provision (WEP) in the House and Senate. On April 1, Chairman Richard Neal (D-MA) introduced H.R. 2337, a bill to amend title II of the Social Security Act to provide an equitable Social Security formula for individuals with noncovered employment and to provide relief for individuals currently affected by the Windfall Elimination Provision. Monitored H.R. 82, the Social Security Fairness Act of 2021, which repeals provisions that reduce Social Security benefits for individuals who receive other benefits, such as a pension from a state or local government, eliminates the government pension offset and the windfall elimination provision. These changes would be effective for benefits payable after December 2021. On April 22, Senator Sherrod Brown (D-OH) reintroduced his bill to amend title II of the Social Security Act to repeal the government pension offset (GPO) and windfall elimination provisions (WEP). The bill is S. 1302. On May 20, Senators Rob Portman (R-OH) and Ben Cardin (D-MD) introduced their bipartisan legislation, S. 1770, a bill to amend the Internal Revenue Code of 1986 to reform retirement provisions, and for other purposes. SERS is following this bill. On May 20, Senators Patty Murray (D-WA) and Tina Smith (D-MN) introduced S. 1762, a bill to amend the Employee Retirement Income Security Act of 1974 to permit retirement plans to consider certain factors in investment decisions. SERS is following the bill. Chairman Richard Neal (D-MA) and Ranking Member Kevin Brady (R-TX), serving on the House Committee on Ways and Means, introduced H.R. 2954, the Securing a Strong Retirement Act of 2021, or SECURE Act 2.0. SERS is following the bill.
Client expense: — · Firm income: $6,667
Matched citations: S. 1302
Retirement Security and Savings Act of 2021
2021 · third_quarter · Client: SCHOOL EMPLOYEES RETIREMENT SYSTEM OF OHIO
Continued advocacy on the Windfall Elimination Provision (WEP) in the House and Senate. On April 1, Chairman Richard Neal (D-MA) introduced H.R. 2337, a bill to amend title II of the Social Security Act to provide an equitable Social Security formula for individuals with noncovered employment and to provide relief for individuals currently affected by the Windfall Elimination Provision. Monitored H.R. 82, the Social Security Fairness Act of 2021, which repeals provisions that reduce Social Security benefits for individuals who receive other benefits, such as a pension from a state or local government, eliminates the government pension offset and the windfall elimination provision. These changes would be effective for benefits payable after December 2021. On April 22, Senator Sherrod Brown (D-OH) reintroduced his bill to amend title II of the Social Security Act to repeal the government pension offset (GPO) and windfall elimination provisions (WEP). The bill is S. 1302. On May 20, Senators Rob Portman (R-OH) and Ben Cardin (D-MD) introduced their bipartisan legislation, S. 1770, a bill to amend the Internal Revenue Code of 1986 to reform retirement provisions, and for other purposes. SERS is following this bill. On May 20, Senators Patty Murray (D-WA) and Tina Smith (D-MN) introduced S. 1762, a bill to amend the Employee Retirement Income Security Act of 1974 to permit retirement plans to consider certain factors in investment decisions. SERS is following the bill. Chairman Richard Neal (D-MA) and Ranking Member Kevin Brady (R-TX), serving on the House Committee on Ways and Means, introduced H.R. 2954, the Securing a Strong Retirement Act of 2021, or SECURE Act 2.0. SERS is following the bill.
Client expense: — · Firm income: $6,667
Matched citations: S. 1770
A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Securities and Exchange Commission relating to "Procedural Requirements and Resubmission Thresholds Under Exchange Act Rule 14a-8".
2021 · third_quarter · Client: SCHOOL EMPLOYEES RETIREMENT SYSTEM OF OHIO
Followed two bills: Rep. Patrick McHenry (R-NC) introduced H.Res.249, a Resolution which is Expressing the sense of the House of Representatives that the Congress should not impose a financial transaction tax on individuals or market intermediaries in connection with trades executed on the National Market System or alternative trading systems. The Resolution was introduced on March 17 and was referred to the Committee on Ways and Means. H.R. 328, the Wall Street Tax Act, would create a financial transaction tax on the sale of stocks, bonds, and derivatives at 0.1 percent (10 basis points), which could raise approximately $777 billion over ten (10) years. Followed a joint resolution: Senator Sherrod Brown (D-OH) introduced S.J.Res.16, a joint resolution providing for disapproval under chapter 8 of title 5, United States Code, of the rule finalized by the Securities and Exchange Commission (SEC). The joint resolution, filed under the Congressional Review Act (CRA), would reverse the SECs final rule in September 2020 relating to "Procedural Requirements and Resubmission Thresholds Under Exchange Act Rule 14a-8."
Client expense: — · Firm income: $6,667
Matched citations: S.J.Res.16
To prevent across-the-board direct spending cuts, and for other purposes.
2021 · third_quarter · Client: SCHOOL EMPLOYEES RETIREMENT SYSTEM OF OHIO
SERS and other organizations have sought the repeal of the Rebate Rule, promulgated by the previous administration. SERS has requested that HHS/Medicare work with the Biden administration on the Medicare Part D restructuring proposals to address the issues for Employer Group Waiver Plans (EGWPs). We have discussed the potential for legislative and/or regulatory actions for consideration for the under-65 retiree population and to address the high cost of prescription drug costs. Senator Sherrod Brown (D-OH), along with Senators Tammy Baldwin (D-WI) and Debbie Stabenow (D-MI) introduced the Medicare at 50 Act, S. 1279, on April 21, which we are following. H.R. 1868, which extended a suspension of Medicare sequestration and make other technical changes to Medicare payments and Medicaid eligibility, was signed by President Biden. The bill also took care of the pay-go provisions which would have applied to the American Rescue Plan. H.R. 19, the Lower Costs, More Cures Act was reintroduced on April 21. Reps. Brad Wenstrup (R-OH) and Bob Latta (R-OH) are the two Ohio co-sponsors. SERS is following this bill in the House and the Senate companion bill, which was introduced.
Client expense: — · Firm income: $9,999
Matched citations: H.R. 1868
Lower Costs, More Cures Act of 2021
2021 · third_quarter · Client: SCHOOL EMPLOYEES RETIREMENT SYSTEM OF OHIO
SERS and other organizations have sought the repeal of the Rebate Rule, promulgated by the previous administration. SERS has requested that HHS/Medicare work with the Biden administration on the Medicare Part D restructuring proposals to address the issues for Employer Group Waiver Plans (EGWPs). We have discussed the potential for legislative and/or regulatory actions for consideration for the under-65 retiree population and to address the high cost of prescription drug costs. Senator Sherrod Brown (D-OH), along with Senators Tammy Baldwin (D-WI) and Debbie Stabenow (D-MI) introduced the Medicare at 50 Act, S. 1279, on April 21, which we are following. H.R. 1868, which extended a suspension of Medicare sequestration and make other technical changes to Medicare payments and Medicaid eligibility, was signed by President Biden. The bill also took care of the pay-go provisions which would have applied to the American Rescue Plan. H.R. 19, the Lower Costs, More Cures Act was reintroduced on April 21. Reps. Brad Wenstrup (R-OH) and Bob Latta (R-OH) are the two Ohio co-sponsors. SERS is following this bill in the House and the Senate companion bill, which was introduced.
Client expense: — · Firm income: $9,999
Matched citations: H.R. 19
Public Servants Protection and Fairness Act of 2021
2021 · third_quarter · Client: SCHOOL EMPLOYEES RETIREMENT SYSTEM OF OHIO
Continued advocacy on the Windfall Elimination Provision (WEP) in the House and Senate. On April 1, Chairman Richard Neal (D-MA) introduced H.R. 2337, a bill to amend title II of the Social Security Act to provide an equitable Social Security formula for individuals with noncovered employment and to provide relief for individuals currently affected by the Windfall Elimination Provision. Monitored H.R. 82, the Social Security Fairness Act of 2021, which repeals provisions that reduce Social Security benefits for individuals who receive other benefits, such as a pension from a state or local government, eliminates the government pension offset and the windfall elimination provision. These changes would be effective for benefits payable after December 2021. On April 22, Senator Sherrod Brown (D-OH) reintroduced his bill to amend title II of the Social Security Act to repeal the government pension offset (GPO) and windfall elimination provisions (WEP). The bill is S. 1302. On May 20, Senators Rob Portman (R-OH) and Ben Cardin (D-MD) introduced their bipartisan legislation, S. 1770, a bill to amend the Internal Revenue Code of 1986 to reform retirement provisions, and for other purposes. SERS is following this bill. On May 20, Senators Patty Murray (D-WA) and Tina Smith (D-MN) introduced S. 1762, a bill to amend the Employee Retirement Income Security Act of 1974 to permit retirement plans to consider certain factors in investment decisions. SERS is following the bill. Chairman Richard Neal (D-MA) and Ranking Member Kevin Brady (R-TX), serving on the House Committee on Ways and Means, introduced H.R. 2954, the Securing a Strong Retirement Act of 2021, or SECURE Act 2.0. SERS is following the bill.
Client expense: — · Firm income: $9,999
Matched citations: H.R. 2337
Securing a Strong Retirement Act of 2021
2021 · third_quarter · Client: SCHOOL EMPLOYEES RETIREMENT SYSTEM OF OHIO
Continued advocacy on the Windfall Elimination Provision (WEP) in the House and Senate. On April 1, Chairman Richard Neal (D-MA) introduced H.R. 2337, a bill to amend title II of the Social Security Act to provide an equitable Social Security formula for individuals with noncovered employment and to provide relief for individuals currently affected by the Windfall Elimination Provision. Monitored H.R. 82, the Social Security Fairness Act of 2021, which repeals provisions that reduce Social Security benefits for individuals who receive other benefits, such as a pension from a state or local government, eliminates the government pension offset and the windfall elimination provision. These changes would be effective for benefits payable after December 2021. On April 22, Senator Sherrod Brown (D-OH) reintroduced his bill to amend title II of the Social Security Act to repeal the government pension offset (GPO) and windfall elimination provisions (WEP). The bill is S. 1302. On May 20, Senators Rob Portman (R-OH) and Ben Cardin (D-MD) introduced their bipartisan legislation, S. 1770, a bill to amend the Internal Revenue Code of 1986 to reform retirement provisions, and for other purposes. SERS is following this bill. On May 20, Senators Patty Murray (D-WA) and Tina Smith (D-MN) introduced S. 1762, a bill to amend the Employee Retirement Income Security Act of 1974 to permit retirement plans to consider certain factors in investment decisions. SERS is following the bill. Chairman Richard Neal (D-MA) and Ranking Member Kevin Brady (R-TX), serving on the House Committee on Ways and Means, introduced H.R. 2954, the Securing a Strong Retirement Act of 2021, or SECURE Act 2.0. SERS is following the bill.
Client expense: — · Firm income: $9,999
Matched citations: H.R. 2954
Elijah E. Cummings Lower Drug Costs Now Act
2021 · third_quarter · Client: SCHOOL EMPLOYEES RETIREMENT SYSTEM OF OHIO
Continued advocacy on the impact to Employer Group Waiver Plans (EGWPs) with respect to S. 2543, the Prescription Drug Pricing Reduction Act of 2019, from last session, and H.R. 3, the Elijah E. Cummings Lower Drug Costs Now Act of 2021, which does not include a fix for Employer Group Waiver Plans (EGWPs). Continued education on the impact of changes to Medicare Part D restructuring for EGWP plans with House and Senate members, the pending Rebate Rule which has been stayed by the Biden Administration and its consequences to plan sponsors.
Client expense: — · Firm income: $9,999
Matched citations: H.R. 3
Wall Street Tax Act of 2021
2021 · third_quarter · Client: SCHOOL EMPLOYEES RETIREMENT SYSTEM OF OHIO
Followed two bills: Rep. Patrick McHenry (R-NC) introduced H.Res.249, a Resolution which is Expressing the sense of the House of Representatives that the Congress should not impose a financial transaction tax on individuals or market intermediaries in connection with trades executed on the National Market System or alternative trading systems. The Resolution was introduced on March 17 and was referred to the Committee on Ways and Means. H.R. 328, the Wall Street Tax Act, would create a financial transaction tax on the sale of stocks, bonds, and derivatives at 0.1 percent (10 basis points), which could raise approximately $777 billion over ten (10) years. Followed a joint resolution: Senator Sherrod Brown (D-OH) introduced S.J.Res.16, a joint resolution providing for disapproval under chapter 8 of title 5, United States Code, of the rule finalized by the Securities and Exchange Commission (SEC). The joint resolution, filed under the Congressional Review Act (CRA), would reverse the SECs final rule in September 2020 relating to "Procedural Requirements and Resubmission Thresholds Under Exchange Act Rule 14a-8."
Client expense: — · Firm income: $9,999
Matched citations: H.R. 328
Social Security Fairness Act of 2021
2021 · third_quarter · Client: SCHOOL EMPLOYEES RETIREMENT SYSTEM OF OHIO
Continued advocacy on the Windfall Elimination Provision (WEP) in the House and Senate. On April 1, Chairman Richard Neal (D-MA) introduced H.R. 2337, a bill to amend title II of the Social Security Act to provide an equitable Social Security formula for individuals with noncovered employment and to provide relief for individuals currently affected by the Windfall Elimination Provision. Monitored H.R. 82, the Social Security Fairness Act of 2021, which repeals provisions that reduce Social Security benefits for individuals who receive other benefits, such as a pension from a state or local government, eliminates the government pension offset and the windfall elimination provision. These changes would be effective for benefits payable after December 2021. On April 22, Senator Sherrod Brown (D-OH) reintroduced his bill to amend title II of the Social Security Act to repeal the government pension offset (GPO) and windfall elimination provisions (WEP). The bill is S. 1302. On May 20, Senators Rob Portman (R-OH) and Ben Cardin (D-MD) introduced their bipartisan legislation, S. 1770, a bill to amend the Internal Revenue Code of 1986 to reform retirement provisions, and for other purposes. SERS is following this bill. On May 20, Senators Patty Murray (D-WA) and Tina Smith (D-MN) introduced S. 1762, a bill to amend the Employee Retirement Income Security Act of 1974 to permit retirement plans to consider certain factors in investment decisions. SERS is following the bill. Chairman Richard Neal (D-MA) and Ranking Member Kevin Brady (R-TX), serving on the House Committee on Ways and Means, introduced H.R. 2954, the Securing a Strong Retirement Act of 2021, or SECURE Act 2.0. SERS is following the bill.
Client expense: — · Firm income: $9,999
Matched citations: H.R. 82
Expressing the sense of the House of Representatives that the Congress should not impose a financial transaction tax on individuals or market intermediaries in connection with trades executed on the National Market System or alternative trading systems.
2021 · third_quarter · Client: SCHOOL EMPLOYEES RETIREMENT SYSTEM OF OHIO
Followed two bills: Rep. Patrick McHenry (R-NC) introduced H.Res.249, a Resolution which is Expressing the sense of the House of Representatives that the Congress should not impose a financial transaction tax on individuals or market intermediaries in connection with trades executed on the National Market System or alternative trading systems. The Resolution was introduced on March 17 and was referred to the Committee on Ways and Means. H.R. 328, the Wall Street Tax Act, would create a financial transaction tax on the sale of stocks, bonds, and derivatives at 0.1 percent (10 basis points), which could raise approximately $777 billion over ten (10) years. Followed a joint resolution: Senator Sherrod Brown (D-OH) introduced S.J.Res.16, a joint resolution providing for disapproval under chapter 8 of title 5, United States Code, of the rule finalized by the Securities and Exchange Commission (SEC). The joint resolution, filed under the Congressional Review Act (CRA), would reverse the SECs final rule in September 2020 relating to "Procedural Requirements and Resubmission Thresholds Under Exchange Act Rule 14a-8."
Client expense: — · Firm income: $9,999
Matched citations: H.Res.249
Prescription Drug Pricing Reduction Act of 2019
2021 · third_quarter · Client: SCHOOL EMPLOYEES RETIREMENT SYSTEM OF OHIO
Continued advocacy on the impact to Employer Group Waiver Plans (EGWPs) with respect to S. 2543, the Prescription Drug Pricing Reduction Act of 2019, from last session, and H.R. 3, the Elijah E. Cummings Lower Drug Costs Now Act of 2021, which does not include a fix for Employer Group Waiver Plans (EGWPs). Continued education on the impact of changes to Medicare Part D restructuring for EGWP plans with House and Senate members, the pending Rebate Rule which has been stayed by the Biden Administration and its consequences to plan sponsors.
Client expense: — · Firm income: $9,999
Matched citations: S. 2543
Source: Senate LDA