INVESTMENT CO INSTITUTE

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Lobbying Spend

—

Filings

Firms Hired

Active Period

2001–2006

Lobbying Spend by Year

Client-reported lobbying expenses on LDA filings

Year	Lobbying Spend	Filings	Firms
2006	—	1	1
2005	—	2	1
2004	—	3	1
2003	—	1	1
2002	—	2	1
2001	—	2	1

Hired Firms

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

Firm Name	Reported Spend	Filings
THE LOEFFLER GROUP	—	11

Government Bodies Lobbied

Government entities explicitly identified as targets in LDA filings

Government Body	Filings
HOUSE OF REPRESENTATIVES	10
SENATE	10
Executive Office of the President (EOP)	1

Top Issues

Most frequently reported lobbying issues

Issue Code	Description	Reports
Taxation/Internal Revenue Code	Taxation/Internal Revenue Code	7
Banking	Banking	5
Retirement	Retirement	4
Financial Institutions/Investments/Securities	Financial Institutions/Investments/Securities	1

Bills Explicitly Cited (1)

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

S. 1783109th Congress

Pension Security and Transparency Act of 2005

2006 · year_end · Firm: THE LOEFFLER GROUP

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Cited source text and reported amounts

Tax incentives for Section 529 College Savings Plans; Pension Security and Transparency Act of 2006, H.R.2830; Pension Protection Act of 2006 - H.R.4, S.1783

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

Matched citations: S.1783

Source: Senate LDA

INVESTMENT CO INSTITUTE — Lobbying Disclosure | Poliscope