DAVIS & HARMAN LLP

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Lobbying Income

$72.8M

Filings

3,132

Unique Clients

Active Period

1999–2026

Lobbying Income by Year

Registrant-reported income from clients on LDA filings

Year	Lobbying Income	Filings	Clients
2026	$490,000	73	25
2025	$1,030,000	104	27
2024	$990,000	107	26
2023	$1,230,000	108	27
2022	$1,980,000	113	28
2021	$1,800,000	114	29
2020	$2,260,000	136	32
2019	$2,910,000	152	36
2018	$2,860,000	147	36
2017	$2,970,000	137	36
2016	$3,170,000	138	34
2015	$3,590,000	131	34
2014	$3,310,000	137	35
2013	$3,590,000	149	39
2012	$3,580,000	158	39
2011	$4,070,000	169	40
2010	$3,250,000	147	38
2009	$3,920,000	163	41
2008	$3,225,000	159	40
2007	$3,660,000	90	44
2006	$3,160,000	72	43
2005	$2,900,000	63	42
2004	$3,120,000	73	47
2003	$2,780,000	73	40
2002	$1,540,000	48	32
2001	$1,500,000	49	33
2000	$1,980,000	59	36
1999	$1,960,000	63	39

Top Clients

Largest clients by registrant-reported income

Client	Reported Income	Filings	Period
COMMITTEE OF ANNUITY INSURERS	$6,610,000	93	1999–2026
AMERICAN BENEFITS COUNCIL	$6,020,000	91	1999–2026
CME GROUP	$4,180,000	62	2001–2020
U S SUGAR CORP	$3,230,000	66	1999–2020
AMERICAN SENIORS HOUSING ASSN	$2,950,000	64	1999–2019
BUSINESS ROUNDTABLE	$2,310,000	53	1999–2017
NATIONAL RURAL ELECTRIC COOPERATIVE ASSN	$2,210,000	86	2002–2026
EDWARD JONES INVESTMENTS	$2,110,000	88	2002–2026
NEXTERA ENERGY INC	$2,080,000	53	1999–2017
HOUSING ADVISORY GROUP	$2,070,000	70	1999–2025
INSPERITY	$2,060,000	92	1999–2026
NATIONAL ASSN OF PROFESSIONAL EMPLOYER ORGANIZATIONS	$1,980,000	78	1999–2026
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY	$1,840,000	86	2003–2026
NATIONWIDE INSURANCE COMPANIES	$1,680,000	81	2005–2026
LINCOLN NATIONAL CORPORATION	$1,610,000	93	1999–2026
TRANSAMERICA LIFE INSURANCE COMPANY	$1,610,000	91	1999–2026
COLLEGE SAVINGS FOUNDATION	$1,590,000	85	2003–2026
TIAA	$1,490,000	83	2003–2026
BROKER/DEALER COORDINATION GROUP	$1,450,000	66	2011–2026
METROPOLITAN LIFE INSURANCE CO	$1,380,000	40	2000–2012
VANGUARD GROUP	$1,160,000	85	2003–2026
GENWORTH FINANCIAL, INC.	$1,140,000	58	2004–2020
EMERGENT BIOSOLUTIONS INC.	$1,090,000	53	2009–2020
STOCK COMPANY INFORMATION GROUP	$1,060,000	12	1999–2005
CME GROUP FORMERLY CHICAGO BOARD OF TRADE	$1,060,000	15	1999–2007

Government Bodies Lobbied

Government entities explicitly identified as targets in LDA filings

Government Body	Filings
HOUSE OF REPRESENTATIVES	2,520
SENATE	2,465
Treasury, Dept of	322
Labor, Dept of (DOL)	105
Pension Benefit Guaranty Corporation (PBGC)	56
White House Office	52
Securities & Exchange Commission (SEC)	42
Office of Management & Budget (OMB)	31
Commodity Futures Trading Commission (CFTC)	21
Pension & Welfare Benefits Administration	20
Internal Revenue Service (IRS)	15
Commerce, Dept of (DOC)	5
Federal Reserve System	4
Health & Human Services, Dept of (HHS)	4
Equal Employment Opportunity Commission (EEOC)	3
Natl Economic Council (NEC)	3
Housing & Urban Development, Dept of (HUD)	2
Agriculture, Dept of (USDA)	1
Federal Deposit Insurance Corporation (FDIC)	1
Small Business Administration (SBA)	1

Top Issues Lobbied

Most frequently reported lobbying issues

Issue Code	Description	Reports
Taxation/Internal Revenue Code	Taxation/Internal Revenue Code	2,265
Retirement	Retirement	1,463
Financial Institutions/Investments/Securities	Financial Institutions/Investments/Securities	547
Health Issues	Health Issues	397
Agriculture	Agriculture	215
Budget/Appropriations	Budget/Appropriations	90
Gaming/Gambling/Casino	Gaming/Gambling/Casino	85
Education	Education	73
Trade (domestic/foreign)	Trade (domestic/foreign)	62
Energy/Nuclear	Energy/Nuclear	56
Housing	Housing	54
Homeland Security	Homeland Security	40
Immigration	Immigration	34
Disaster Planning/Emergencies	Disaster Planning/Emergencies	26
Labor Issues/Antitrust/Workplace	Labor Issues/Antitrust/Workplace	23
Government Issues	Government Issues	13
Insurance	Insurance	11
Transportation	Transportation	9
Bankruptcy	Bankruptcy	9
Natural Resources	Natural Resources	8

Bills Explicitly Cited (25)

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

HCONRES 14116th Congress

Designating the George C. Marshall Museum and George C. Marshall Research Library in Lexington, Virginia, as the National George C. Marshall Museum and Library.

2026 · third_quarter · Client: NATIONAL ASSN OF PROFESSIONAL EMPLOYER ORGANIZATIONS

Open original LDA filing ↗

Cited source text and reported amounts

Title IV, Division B, Section 206 of P.L. 113-295. CPEO certifications and improvements. Issues related to payroll tax credits and deferrals, including the Employee Retention Credit enacted by H.R. 748, CARES Act (116th Congress). PEO provisions in tax reform proposals. Issues related to Form 5500. Issues related to state-run automatic-IRA programs. Technical Corrections to the SECURE 2.0 Act of 2022. H.R. 3223, To amend the Internal Revenue Code of 1986 to establish procedures relating to the attribution of errors in the case of third party payors of payroll taxes, and for other purposes. H.R. 1, To provide for reconciliation pursuant to title II of H. Con. Res. 14, provisions pertaining to PEOs. H.R. 6722, Automatic IRA Act. H.R.7362, Form 5500 Filing Simplification Act

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

Matched citations: H. Con. Res. 14

HCONRES 14116th Congress

Designating the George C. Marshall Museum and George C. Marshall Research Library in Lexington, Virginia, as the National George C. Marshall Museum and Library.

2026 · third_quarter · Client: NATIONAL ASSN OF PROFESSIONAL EMPLOYER ORGANIZATIONS

Open original LDA filing ↗

Cited source text and reported amounts

Title IV, Division B, Section 206 of P.L. 113-295. CPEO certifications and improvements. Issues related to payroll tax credits and deferrals, including the Employee Retention Credit enacted by H.R. 748, CARES Act (116th Congress). PEO provisions in tax reform proposals. Issues related to Form 5500. Issues related to state-run automatic-IRA programs. Technical Corrections to the SECURE 2.0 Act of 2022. H.R. 3223, To amend the Internal Revenue Code of 1986 to establish procedures relating to the attribution of errors in the case of third party payors of payroll taxes, and for other purposes. H.R. 1, To provide for reconciliation pursuant to title II of H. Con. Res. 14, provisions pertaining to PEOs. H.R. 6722, Automatic IRA Act. H.R.7362, Form 5500 Filing Simplification Act

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

Matched citations: H. Con. Res. 14

H.R. 1116th Congress

For the People Act of 2019

2026 · third_quarter · Client: NATIONAL ASSN OF PROFESSIONAL EMPLOYER ORGANIZATIONS

Open original LDA filing ↗

Cited source text and reported amounts

Title IV, Division B, Section 206 of P.L. 113-295. CPEO certifications and improvements. Issues related to payroll tax credits and deferrals, including the Employee Retention Credit enacted by H.R. 748, CARES Act (116th Congress). PEO provisions in tax reform proposals. Issues related to Form 5500. Issues related to state-run automatic-IRA programs. Technical Corrections to the SECURE 2.0 Act of 2022. H.R. 3223, To amend the Internal Revenue Code of 1986 to establish procedures relating to the attribution of errors in the case of third party payors of payroll taxes, and for other purposes. H.R. 1, To provide for reconciliation pursuant to title II of H. Con. Res. 14, provisions pertaining to PEOs. H.R. 6722, Automatic IRA Act. H.R.7362, Form 5500 Filing Simplification Act

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

Matched citations: H.R. 1

H.R. 1116th Congress

For the People Act of 2019

2026 · third_quarter · Client: NATIONAL ASSN OF PROFESSIONAL EMPLOYER ORGANIZATIONS

Open original LDA filing ↗

Cited source text and reported amounts

Title IV, Division B, Section 206 of P.L. 113-295. CPEO certifications and improvements. Issues related to payroll tax credits and deferrals, including the Employee Retention Credit enacted by H.R. 748, CARES Act (116th Congress). PEO provisions in tax reform proposals. Issues related to Form 5500. Issues related to state-run automatic-IRA programs. Technical Corrections to the SECURE 2.0 Act of 2022. H.R. 3223, To amend the Internal Revenue Code of 1986 to establish procedures relating to the attribution of errors in the case of third party payors of payroll taxes, and for other purposes. H.R. 1, To provide for reconciliation pursuant to title II of H. Con. Res. 14, provisions pertaining to PEOs. H.R. 6722, Automatic IRA Act. H.R.7362, Form 5500 Filing Simplification Act

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

Matched citations: H.R. 1

Show 21 more cited filings

H.R. 3223116th Congress

Pharmacy Benefit Manager Accountability Study Act of 2019

2026 · third_quarter · Client: NATIONAL ASSN OF PROFESSIONAL EMPLOYER ORGANIZATIONS

Open original LDA filing ↗

Cited source text and reported amounts

Title IV, Division B, Section 206 of P.L. 113-295. CPEO certifications and improvements. Issues related to payroll tax credits and deferrals, including the Employee Retention Credit enacted by H.R. 748, CARES Act (116th Congress). PEO provisions in tax reform proposals. Issues related to Form 5500. Issues related to state-run automatic-IRA programs. Technical Corrections to the SECURE 2.0 Act of 2022. H.R. 3223, To amend the Internal Revenue Code of 1986 to establish procedures relating to the attribution of errors in the case of third party payors of payroll taxes, and for other purposes. H.R. 1, To provide for reconciliation pursuant to title II of H. Con. Res. 14, provisions pertaining to PEOs. H.R. 6722, Automatic IRA Act. H.R.7362, Form 5500 Filing Simplification Act

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

Matched citations: H.R. 3223

H.R. 3223116th Congress

Pharmacy Benefit Manager Accountability Study Act of 2019

2026 · third_quarter · Client: NATIONAL ASSN OF PROFESSIONAL EMPLOYER ORGANIZATIONS

Open original LDA filing ↗

Cited source text and reported amounts

Title IV, Division B, Section 206 of P.L. 113-295. CPEO certifications and improvements. Issues related to payroll tax credits and deferrals, including the Employee Retention Credit enacted by H.R. 748, CARES Act (116th Congress). PEO provisions in tax reform proposals. Issues related to Form 5500. Issues related to state-run automatic-IRA programs. Technical Corrections to the SECURE 2.0 Act of 2022. H.R. 3223, To amend the Internal Revenue Code of 1986 to establish procedures relating to the attribution of errors in the case of third party payors of payroll taxes, and for other purposes. H.R. 1, To provide for reconciliation pursuant to title II of H. Con. Res. 14, provisions pertaining to PEOs. H.R. 6722, Automatic IRA Act. H.R.7362, Form 5500 Filing Simplification Act

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

Matched citations: H.R. 3223

H.R. 6722116th Congress

Food for Families in Crisis Act of 2020

2026 · third_quarter · Client: NATIONAL ASSN OF PROFESSIONAL EMPLOYER ORGANIZATIONS

Open original LDA filing ↗

Cited source text and reported amounts

Title IV, Division B, Section 206 of P.L. 113-295. CPEO certifications and improvements. Issues related to payroll tax credits and deferrals, including the Employee Retention Credit enacted by H.R. 748, CARES Act (116th Congress). PEO provisions in tax reform proposals. Issues related to Form 5500. Issues related to state-run automatic-IRA programs. Technical Corrections to the SECURE 2.0 Act of 2022. H.R. 3223, To amend the Internal Revenue Code of 1986 to establish procedures relating to the attribution of errors in the case of third party payors of payroll taxes, and for other purposes. H.R. 1, To provide for reconciliation pursuant to title II of H. Con. Res. 14, provisions pertaining to PEOs. H.R. 6722, Automatic IRA Act. H.R.7362, Form 5500 Filing Simplification Act

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

Matched citations: H.R. 6722

H.R. 6722116th Congress

Food for Families in Crisis Act of 2020

2026 · third_quarter · Client: NATIONAL ASSN OF PROFESSIONAL EMPLOYER ORGANIZATIONS

Open original LDA filing ↗

Cited source text and reported amounts

Title IV, Division B, Section 206 of P.L. 113-295. CPEO certifications and improvements. Issues related to payroll tax credits and deferrals, including the Employee Retention Credit enacted by H.R. 748, CARES Act (116th Congress). PEO provisions in tax reform proposals. Issues related to Form 5500. Issues related to state-run automatic-IRA programs. Technical Corrections to the SECURE 2.0 Act of 2022. H.R. 3223, To amend the Internal Revenue Code of 1986 to establish procedures relating to the attribution of errors in the case of third party payors of payroll taxes, and for other purposes. H.R. 1, To provide for reconciliation pursuant to title II of H. Con. Res. 14, provisions pertaining to PEOs. H.R. 6722, Automatic IRA Act. H.R.7362, Form 5500 Filing Simplification Act

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

Matched citations: H.R. 6722

H.R. 7362116th Congress

WIRELESS Leadership Act

2026 · third_quarter · Client: NATIONAL ASSN OF PROFESSIONAL EMPLOYER ORGANIZATIONS

Open original LDA filing ↗

Cited source text and reported amounts

Title IV, Division B, Section 206 of P.L. 113-295. CPEO certifications and improvements. Issues related to payroll tax credits and deferrals, including the Employee Retention Credit enacted by H.R. 748, CARES Act (116th Congress). PEO provisions in tax reform proposals. Issues related to Form 5500. Issues related to state-run automatic-IRA programs. Technical Corrections to the SECURE 2.0 Act of 2022. H.R. 3223, To amend the Internal Revenue Code of 1986 to establish procedures relating to the attribution of errors in the case of third party payors of payroll taxes, and for other purposes. H.R. 1, To provide for reconciliation pursuant to title II of H. Con. Res. 14, provisions pertaining to PEOs. H.R. 6722, Automatic IRA Act. H.R.7362, Form 5500 Filing Simplification Act

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

Matched citations: H.R.7362

H.R. 7362116th Congress

WIRELESS Leadership Act

2026 · third_quarter · Client: NATIONAL ASSN OF PROFESSIONAL EMPLOYER ORGANIZATIONS

Open original LDA filing ↗

Cited source text and reported amounts

Title IV, Division B, Section 206 of P.L. 113-295. CPEO certifications and improvements. Issues related to payroll tax credits and deferrals, including the Employee Retention Credit enacted by H.R. 748, CARES Act (116th Congress). PEO provisions in tax reform proposals. Issues related to Form 5500. Issues related to state-run automatic-IRA programs. Technical Corrections to the SECURE 2.0 Act of 2022. H.R. 3223, To amend the Internal Revenue Code of 1986 to establish procedures relating to the attribution of errors in the case of third party payors of payroll taxes, and for other purposes. H.R. 1, To provide for reconciliation pursuant to title II of H. Con. Res. 14, provisions pertaining to PEOs. H.R. 6722, Automatic IRA Act. H.R.7362, Form 5500 Filing Simplification Act

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

Matched citations: H.R.7362

H.R. 748116th Congress

CARES Act

2026 · third_quarter · Client: NATIONAL ASSN OF PROFESSIONAL EMPLOYER ORGANIZATIONS

Open original LDA filing ↗

Cited source text and reported amounts

Title IV, Division B, Section 206 of P.L. 113-295. CPEO certifications and improvements. Issues related to payroll tax credits and deferrals, including the Employee Retention Credit enacted by H.R. 748, CARES Act (116th Congress). PEO provisions in tax reform proposals. Issues related to Form 5500. Issues related to state-run automatic-IRA programs. Technical Corrections to the SECURE 2.0 Act of 2022. H.R. 3223, To amend the Internal Revenue Code of 1986 to establish procedures relating to the attribution of errors in the case of third party payors of payroll taxes, and for other purposes. H.R. 1, To provide for reconciliation pursuant to title II of H. Con. Res. 14, provisions pertaining to PEOs. H.R. 6722, Automatic IRA Act. H.R.7362, Form 5500 Filing Simplification Act

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

Matched citations: H.R. 748

H.R. 748116th Congress

CARES Act

2026 · third_quarter · Client: NATIONAL ASSN OF PROFESSIONAL EMPLOYER ORGANIZATIONS

Open original LDA filing ↗

Cited source text and reported amounts

Title IV, Division B, Section 206 of P.L. 113-295. CPEO certifications and improvements. Issues related to payroll tax credits and deferrals, including the Employee Retention Credit enacted by H.R. 748, CARES Act (116th Congress). PEO provisions in tax reform proposals. Issues related to Form 5500. Issues related to state-run automatic-IRA programs. Technical Corrections to the SECURE 2.0 Act of 2022. H.R. 3223, To amend the Internal Revenue Code of 1986 to establish procedures relating to the attribution of errors in the case of third party payors of payroll taxes, and for other purposes. H.R. 1, To provide for reconciliation pursuant to title II of H. Con. Res. 14, provisions pertaining to PEOs. H.R. 6722, Automatic IRA Act. H.R.7362, Form 5500 Filing Simplification Act

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

Matched citations: H.R. 748

H.R. 1013118th Congress

American Port Access Privileges Act of 2023

2026 · third_quarter · Client: STATE STREET BANK AND TRUST CO.

Open original LDA filing ↗

Cited source text and reported amounts

Proposals to reform 403(b) plan investments. H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act. H.R. 2799, Expanding Access to Capital Act. (118th Congress) S. 5139, Empowering Main Street in America Act. (118th Congress) H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act.

Client expense: — · Firm income: $20,000

Matched citations: H.R. 1013

H.R. 2799118th Congress

Expanding Access to Capital Act of 2023

2026 · third_quarter · Client: STATE STREET BANK AND TRUST CO.

Open original LDA filing ↗

Cited source text and reported amounts

Proposals to reform 403(b) plan investments. H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act. H.R. 2799, Expanding Access to Capital Act. (118th Congress) S. 5139, Empowering Main Street in America Act. (118th Congress) H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act.

Client expense: — · Firm income: $20,000

Matched citations: H.R. 2799

H.R. 3383118th Congress

Employee Equity Investment Act of 2023

2026 · third_quarter · Client: STATE STREET BANK AND TRUST CO.

Open original LDA filing ↗

Cited source text and reported amounts

Proposals to reform 403(b) plan investments. H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act. H.R. 2799, Expanding Access to Capital Act. (118th Congress) S. 5139, Empowering Main Street in America Act. (118th Congress) H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act.

Client expense: — · Firm income: $20,000

Matched citations: H.R. 3383

H.R. 4718118th Congress

Housing Transparency Improvement Act

2026 · third_quarter · Client: STATE STREET BANK AND TRUST CO.

Open original LDA filing ↗

Cited source text and reported amounts

Issues related to expanding retirement coverage and adequacy, facilitating retirement income, and increasing retirement security. Issues related to Qualified Professional Asset Managers. Issues related to qualifying longevity annuity contracts. Proposals to reform the multiple employer plan rules. Issues related to default annuitization. Issues related to 403(b) investments. Annuity tax credits. Issues relating to disclosure of longevity risk. Proposals regarding electronic rollovers. Technical Corrections to SECURE 2.0 Act of 2022. S. 1831, Auto Reenroll Act. H.R. 4718/S. 1707, Helping Young Americans Save for Retirement Act. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. (118th Congress) H.R. 6722, Automatic IRA Act of 2024.

Client expense: — · Firm income: $20,000

Matched citations: H.R. 4718

H.R. 4718118th Congress

Housing Transparency Improvement Act

2026 · third_quarter · Client: STATE STREET BANK AND TRUST CO.

Open original LDA filing ↗

Cited source text and reported amounts

Issues related to expanding retirement coverage and adequacy, facilitating retirement income, and increasing retirement security. Issues related to Qualified Professional Asset Managers. Issues related to qualifying longevity annuity contracts. Proposals to reform the multiple employer plan rules. Issues related to default annuitization. Issues related to 403(b) investments. Annuity tax credits. Issues relating to disclosure of longevity risk. Proposals regarding electronic rollovers. Technical Corrections to SECURE 2.0 Act of 2022. S. 1831, Auto Reenroll Act. H.R. 4718/S. 1707, Helping Young Americans Save for Retirement Act. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. (118th Congress) H.R. 6722, Automatic IRA Act of 2024.

Client expense: — · Firm income: $20,000

Matched citations: H.R. 4718

H.R. 6722118th Congress

Fair Wage Act of 2023

2026 · third_quarter · Client: STATE STREET BANK AND TRUST CO.

Open original LDA filing ↗

Cited source text and reported amounts

Issues related to expanding retirement coverage and adequacy, facilitating retirement income, and increasing retirement security. Issues related to Qualified Professional Asset Managers. Issues related to qualifying longevity annuity contracts. Proposals to reform the multiple employer plan rules. Issues related to default annuitization. Issues related to 403(b) investments. Annuity tax credits. Issues relating to disclosure of longevity risk. Proposals regarding electronic rollovers. Technical Corrections to SECURE 2.0 Act of 2022. S. 1831, Auto Reenroll Act. H.R. 4718/S. 1707, Helping Young Americans Save for Retirement Act. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. (118th Congress) H.R. 6722, Automatic IRA Act of 2024.

Client expense: — · Firm income: $20,000

Matched citations: H.R. 6722

H.R. 6722118th Congress

Fair Wage Act of 2023

2026 · third_quarter · Client: STATE STREET BANK AND TRUST CO.

Open original LDA filing ↗

Cited source text and reported amounts

Issues related to expanding retirement coverage and adequacy, facilitating retirement income, and increasing retirement security. Issues related to Qualified Professional Asset Managers. Issues related to qualifying longevity annuity contracts. Proposals to reform the multiple employer plan rules. Issues related to default annuitization. Issues related to 403(b) investments. Annuity tax credits. Issues relating to disclosure of longevity risk. Proposals regarding electronic rollovers. Technical Corrections to SECURE 2.0 Act of 2022. S. 1831, Auto Reenroll Act. H.R. 4718/S. 1707, Helping Young Americans Save for Retirement Act. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. (118th Congress) H.R. 6722, Automatic IRA Act of 2024.

Client expense: — · Firm income: $20,000

Matched citations: H.R. 6722

S. 1707118th Congress

BAN Fossil Fuel Exports Act

2026 · third_quarter · Client: STATE STREET BANK AND TRUST CO.

Open original LDA filing ↗

Cited source text and reported amounts

Issues related to expanding retirement coverage and adequacy, facilitating retirement income, and increasing retirement security. Issues related to Qualified Professional Asset Managers. Issues related to qualifying longevity annuity contracts. Proposals to reform the multiple employer plan rules. Issues related to default annuitization. Issues related to 403(b) investments. Annuity tax credits. Issues relating to disclosure of longevity risk. Proposals regarding electronic rollovers. Technical Corrections to SECURE 2.0 Act of 2022. S. 1831, Auto Reenroll Act. H.R. 4718/S. 1707, Helping Young Americans Save for Retirement Act. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. (118th Congress) H.R. 6722, Automatic IRA Act of 2024.

Client expense: — · Firm income: $20,000

Matched citations: S. 1707

S. 1707118th Congress

BAN Fossil Fuel Exports Act

2026 · third_quarter · Client: STATE STREET BANK AND TRUST CO.

Open original LDA filing ↗

Cited source text and reported amounts

Issues related to expanding retirement coverage and adequacy, facilitating retirement income, and increasing retirement security. Issues related to Qualified Professional Asset Managers. Issues related to qualifying longevity annuity contracts. Proposals to reform the multiple employer plan rules. Issues related to default annuitization. Issues related to 403(b) investments. Annuity tax credits. Issues relating to disclosure of longevity risk. Proposals regarding electronic rollovers. Technical Corrections to SECURE 2.0 Act of 2022. S. 1831, Auto Reenroll Act. H.R. 4718/S. 1707, Helping Young Americans Save for Retirement Act. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. (118th Congress) H.R. 6722, Automatic IRA Act of 2024.

Client expense: — · Firm income: $20,000

Matched citations: S. 1707

S. 1831118th Congress

Roadless Area Conservation Act of 2023

2026 · third_quarter · Client: STATE STREET BANK AND TRUST CO.

Open original LDA filing ↗

Cited source text and reported amounts

Issues related to expanding retirement coverage and adequacy, facilitating retirement income, and increasing retirement security. Issues related to Qualified Professional Asset Managers. Issues related to qualifying longevity annuity contracts. Proposals to reform the multiple employer plan rules. Issues related to default annuitization. Issues related to 403(b) investments. Annuity tax credits. Issues relating to disclosure of longevity risk. Proposals regarding electronic rollovers. Technical Corrections to SECURE 2.0 Act of 2022. S. 1831, Auto Reenroll Act. H.R. 4718/S. 1707, Helping Young Americans Save for Retirement Act. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. (118th Congress) H.R. 6722, Automatic IRA Act of 2024.

Client expense: — · Firm income: $20,000

Matched citations: S. 1831

S. 1831118th Congress

Roadless Area Conservation Act of 2023

2026 · third_quarter · Client: STATE STREET BANK AND TRUST CO.

Open original LDA filing ↗

Cited source text and reported amounts

Issues related to expanding retirement coverage and adequacy, facilitating retirement income, and increasing retirement security. Issues related to Qualified Professional Asset Managers. Issues related to qualifying longevity annuity contracts. Proposals to reform the multiple employer plan rules. Issues related to default annuitization. Issues related to 403(b) investments. Annuity tax credits. Issues relating to disclosure of longevity risk. Proposals regarding electronic rollovers. Technical Corrections to SECURE 2.0 Act of 2022. S. 1831, Auto Reenroll Act. H.R. 4718/S. 1707, Helping Young Americans Save for Retirement Act. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. (118th Congress) H.R. 6722, Automatic IRA Act of 2024.

Client expense: — · Firm income: $20,000

Matched citations: S. 1831

S. 2512118th Congress

A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers.

2026 · third_quarter · Client: STATE STREET BANK AND TRUST CO.

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Cited source text and reported amounts

Issues related to expanding retirement coverage and adequacy, facilitating retirement income, and increasing retirement security. Issues related to Qualified Professional Asset Managers. Issues related to qualifying longevity annuity contracts. Proposals to reform the multiple employer plan rules. Issues related to default annuitization. Issues related to 403(b) investments. Annuity tax credits. Issues relating to disclosure of longevity risk. Proposals regarding electronic rollovers. Technical Corrections to SECURE 2.0 Act of 2022. S. 1831, Auto Reenroll Act. H.R. 4718/S. 1707, Helping Young Americans Save for Retirement Act. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. (118th Congress) H.R. 6722, Automatic IRA Act of 2024.

Client expense: — · Firm income: $20,000

Matched citations: S. 2512

S. 2512118th Congress

A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers.

2026 · third_quarter · Client: STATE STREET BANK AND TRUST CO.

Open original LDA filing ↗

Cited source text and reported amounts

Issues related to expanding retirement coverage and adequacy, facilitating retirement income, and increasing retirement security. Issues related to Qualified Professional Asset Managers. Issues related to qualifying longevity annuity contracts. Proposals to reform the multiple employer plan rules. Issues related to default annuitization. Issues related to 403(b) investments. Annuity tax credits. Issues relating to disclosure of longevity risk. Proposals regarding electronic rollovers. Technical Corrections to SECURE 2.0 Act of 2022. S. 1831, Auto Reenroll Act. H.R. 4718/S. 1707, Helping Young Americans Save for Retirement Act. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. (118th Congress) H.R. 6722, Automatic IRA Act of 2024.

Client expense: — · Firm income: $20,000

Matched citations: S. 2512

Source: Senate LDA

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