NATIONAL ASSOCIATION OF STATE TREASURERS

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This entity appears on both sides of lobbying disclosures. The firm tab shows registrant-reported income; the client tab shows client-reported lobbying spend. Contract awards are separate and are not included here.

Lobbying Spend

$510K

Filings

Firms Hired

Active Period

2012–2015

Lobbying Spend by Year

Client-reported lobbying expenses on LDA filings

Year	Lobbying Spend	Filings	Firms
2015	$60,000	2	1
2014	$210,000	5	1
2013	$120,000	4	1
2012	$120,000	6	1

Hired Firms

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

Firm Name	Reported Spend	Filings
NATIONAL ASSOCIATION OF STATE TREASURERS	$510,000	17

Government Bodies Lobbied

Government entities explicitly identified as targets in LDA filings

Government Body	Filings
HOUSE OF REPRESENTATIVES	15
SENATE	15
Securities & Exchange Commission (SEC)	15
Treasury, Dept of	15
White House Office	12

Top Issues

Most frequently reported lobbying issues

Issue Code	Description	Reports
Financial Institutions/Investments/Securities	Financial Institutions/Investments/Securities	17
Taxation/Internal Revenue Code	Taxation/Internal Revenue Code	16
Retirement	Retirement	15
Education	Education	6
Insurance	Insurance	2
Banking	Banking	2

Bills Explicitly Cited (25)

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

H.R. 529114th Congress

To amend the Internal Revenue Code of 1986 to improve 529 plans.

2015 · first_quarter · Firm: NATIONAL ASSOCIATION OF STATE TREASURERS

Open original LDA filing ↗

Cited source text and reported amounts

IRC sec. 529 H.R. 529, to Amend the Internal Revenue Code of 1986 of 1986 to improve 529 plans; technical changes to IRC sec. 529 , S. 335; ABLE Act and tax exempt financing issues. Issues related to taxation of municipal bonds; Tax Reform Act of 2014.

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

Matched citations: H.R. 529

S. 335114th Congress

A bill to amend the Internal Revenue Code of 1986 to improve 529 plans.

2015 · first_quarter · Firm: NATIONAL ASSOCIATION OF STATE TREASURERS

Open original LDA filing ↗

Cited source text and reported amounts

IRC sec. 529 H.R. 529, to Amend the Internal Revenue Code of 1986 of 1986 to improve 529 plans; technical changes to IRC sec. 529 , S. 335; ABLE Act and tax exempt financing issues. Issues related to taxation of municipal bonds; Tax Reform Act of 2014.

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

Matched citations: S. 335

H.R. 529114th Congress

To amend the Internal Revenue Code of 1986 to improve 529 plans.

2015 · first_quarter · Firm: NATIONAL ASSOCIATION OF STATE TREASURERS

Open original LDA filing ↗

Cited source text and reported amounts

IRC sec. 529 H.R. 529, to Amend the Internal Revenue Code of 1986 of 1986 to improve 529 plans; technical changes to IRC sec. 529 , S. 335; ABLE Act and tax exempt financing issues. Issues related to taxation of municipal bonds; Tax Reform Act of 2014.

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

Matched citations: H.R. 529

S. 335114th Congress

A bill to amend the Internal Revenue Code of 1986 to improve 529 plans.

2015 · first_quarter · Firm: NATIONAL ASSOCIATION OF STATE TREASURERS

Open original LDA filing ↗

Cited source text and reported amounts

IRC sec. 529 H.R. 529, to Amend the Internal Revenue Code of 1986 of 1986 to improve 529 plans; technical changes to IRC sec. 529 , S. 335; ABLE Act and tax exempt financing issues. Issues related to taxation of municipal bonds; Tax Reform Act of 2014.

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

Matched citations: S. 335

Show 21 more cited filings

H.R. 3029113th Congress

College Savings Enhancement Act of 2013

2014 · fourth_quarter · Firm: NATIONAL ASSOCIATION OF STATE TREASURERS

Open original LDA filing ↗

Cited source text and reported amounts

Financial services regulation reform; Proposals related to securities and banking laws for IRC section 529 plans including prepaid tuition plans; CFPB consumer agency and application to 529 plans, money market fund regulation; Volcker Rule as it applies to municipal securities; H.R. 3029

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

Matched citations: H.R. 3029

H.R. 4333113th Congress

To amend the Internal Revenue Code of 1986 to improve 529 plans.

2014 · fourth_quarter · Firm: NATIONAL ASSOCIATION OF STATE TREASURERS

Open original LDA filing ↗

Cited source text and reported amounts

IRC sec. 529 H.R. 529, Savings Enhancement for Education and College Act, technical changes to IRC sec. 529 HR 4333; ABLE Act - H.R. 647; S. 313 and tax exempt financing issues. Issues related to taxation of municipal bonds; Tax Reform Act of 2014. H.R. 5771.

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

Matched citations: HR 4333

H.R. 529113th Congress

Savings Enhancement for Education in College Act

2014 · fourth_quarter · Firm: NATIONAL ASSOCIATION OF STATE TREASURERS

Open original LDA filing ↗

Cited source text and reported amounts

IRC sec. 529 H.R. 529, Savings Enhancement for Education and College Act, technical changes to IRC sec. 529 HR 4333; ABLE Act - H.R. 647; S. 313 and tax exempt financing issues. Issues related to taxation of municipal bonds; Tax Reform Act of 2014. H.R. 5771.

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

Matched citations: H.R. 529

S. 313113th Congress

ABLE Act of 2013

2014 · fourth_quarter · Firm: NATIONAL ASSOCIATION OF STATE TREASURERS

Open original LDA filing ↗

Cited source text and reported amounts

IRC sec. 529 H.R. 529, Savings Enhancement for Education and College Act, technical changes to IRC sec. 529 HR 4333; ABLE Act - H.R. 647; S. 313 and tax exempt financing issues. Issues related to taxation of municipal bonds; Tax Reform Act of 2014. H.R. 5771.

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

Matched citations: S. 313

H.R. 3029113th Congress

College Savings Enhancement Act of 2013

2014 · third_quarter · Firm: NATIONAL ASSOCIATION OF STATE TREASURERS

Open original LDA filing ↗

Cited source text and reported amounts

Financial services regulation reform; Proposals related to securities and banking laws for IRC section 529 plans including prepaid tuition plans; CFPB consumer agency and application to 529 plans, money market fund regulation; Volcker Rule as it applies to municipal securities; H.R. 3029

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

Matched citations: H.R. 3029

H.R. 4333113th Congress

To amend the Internal Revenue Code of 1986 to improve 529 plans.

2014 · third_quarter · Firm: NATIONAL ASSOCIATION OF STATE TREASURERS

Open original LDA filing ↗

Cited source text and reported amounts

IRC sec. 529 H.R. 529, Savings Enhancement for Education and College Act, technical changes to IRC sec. 529 HR 4333; H.R. 647; S. 313 and tax exempt financing issues. Issues related to taxation of municipal bonds; Tax Reform Act of 2014.

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

Matched citations: HR 4333

H.R. 529113th Congress

Savings Enhancement for Education in College Act

2014 · third_quarter · Firm: NATIONAL ASSOCIATION OF STATE TREASURERS

Open original LDA filing ↗

Cited source text and reported amounts

IRC sec. 529 H.R. 529, Savings Enhancement for Education and College Act, technical changes to IRC sec. 529 HR 4333; H.R. 647; S. 313 and tax exempt financing issues. Issues related to taxation of municipal bonds; Tax Reform Act of 2014.

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

Matched citations: H.R. 529

S. 313113th Congress

ABLE Act of 2013

2014 · third_quarter · Firm: NATIONAL ASSOCIATION OF STATE TREASURERS

Open original LDA filing ↗

Cited source text and reported amounts

IRC sec. 529 H.R. 529, Savings Enhancement for Education and College Act, technical changes to IRC sec. 529 HR 4333; H.R. 647; S. 313 and tax exempt financing issues. Issues related to taxation of municipal bonds; Tax Reform Act of 2014.

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

Matched citations: S. 313

H.R. 3029113th Congress

College Savings Enhancement Act of 2013

2014 · second_quarter · Firm: NATIONAL ASSOCIATION OF STATE TREASURERS

Open original LDA filing ↗

Cited source text and reported amounts

Financial services regulation reform; Proposals related to securities and banking laws for IRC section 529 plans including prepaid tuition plans;CFPB consumer agency and application to 529 plans, money market fund regulation; Volcker Rule as it applies to municipal securities; H.R. 3029

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

Matched citations: H.R. 3029

H.R. 4333113th Congress

To amend the Internal Revenue Code of 1986 to improve 529 plans.

2014 · second_quarter · Firm: NATIONAL ASSOCIATION OF STATE TREASURERS

Open original LDA filing ↗

Cited source text and reported amounts

IRC sec. 529 H.R. 529, Savings Enhancement for Education and College Act, technical changes to IRC sec. 529 HR 4333; and tax exempt financing issues. Issues related to taxation of municipal bonds; Tax Reform Act of 2014.

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

Matched citations: HR 4333

H.R. 529113th Congress

Savings Enhancement for Education in College Act

2014 · second_quarter · Firm: NATIONAL ASSOCIATION OF STATE TREASURERS

Open original LDA filing ↗

Cited source text and reported amounts

IRC sec. 529 H.R. 529, Savings Enhancement for Education and College Act, technical changes to IRC sec. 529 HR 4333; and tax exempt financing issues. Issues related to taxation of municipal bonds; Tax Reform Act of 2014.

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

Matched citations: H.R. 529

H.R. 3029113th Congress

College Savings Enhancement Act of 2013

2014 · first_quarter · Firm: NATIONAL ASSOCIATION OF STATE TREASURERS

Open original LDA filing ↗

Cited source text and reported amounts

Financial services regulation reform; Proposals related to securities and banking laws for IRC section 529 plans including prepaid tuition plans;CFPB consumer agency and application to 529 plans, money market fund regulation; Volcker Rule as it applies to municipal securities; H.R. 3029

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

Matched citations: H.R. 3029

H.R. 4333113th Congress

To amend the Internal Revenue Code of 1986 to improve 529 plans.

2014 · first_quarter · Firm: NATIONAL ASSOCIATION OF STATE TREASURERS

Open original LDA filing ↗

Cited source text and reported amounts

IRC sec. 529 H.R. 529, Savings Enhancement for Education and College Act, technical changes to IRC sec. 529 HR 4333; and tax exempt financing issues. Issues related to taxation of municipal bonds; Tax Reform Act of 2014.

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

Matched citations: HR 4333

H.R. 529113th Congress

Savings Enhancement for Education in College Act

2014 · first_quarter · Firm: NATIONAL ASSOCIATION OF STATE TREASURERS

Open original LDA filing ↗

Cited source text and reported amounts

IRC sec. 529 H.R. 529, Savings Enhancement for Education and College Act, technical changes to IRC sec. 529 HR 4333; and tax exempt financing issues. Issues related to taxation of municipal bonds; Tax Reform Act of 2014.

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

Matched citations: H.R. 529

H.R. 3029113th Congress

College Savings Enhancement Act of 2013

2014 · fourth_quarter · Firm: NATIONAL ASSOCIATION OF STATE TREASURERS

Open original LDA filing ↗

Cited source text and reported amounts

Financial services regulation reform; Proposals related to securities and banking laws for IRC section 529 plans including prepaid tuition plans; CFPB consumer agency and application to 529 plans, money market fund regulation; Volcker Rule as it applies to municipal securities; H.R. 3029

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

Matched citations: H.R. 3029

H.R. 4333113th Congress

To amend the Internal Revenue Code of 1986 to improve 529 plans.

2014 · fourth_quarter · Firm: NATIONAL ASSOCIATION OF STATE TREASURERS

Open original LDA filing ↗

Cited source text and reported amounts

IRC sec. 529 H.R. 529, Savings Enhancement for Education and College Act, technical changes to IRC sec. 529 HR 4333; ABLE Act - H.R. 647; S. 313 and tax exempt financing issues. Issues related to taxation of municipal bonds; Tax Reform Act of 2014. H.R. 5771.

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

Matched citations: HR 4333

H.R. 529113th Congress

Savings Enhancement for Education in College Act

2014 · fourth_quarter · Firm: NATIONAL ASSOCIATION OF STATE TREASURERS

Open original LDA filing ↗

Cited source text and reported amounts

IRC sec. 529 H.R. 529, Savings Enhancement for Education and College Act, technical changes to IRC sec. 529 HR 4333; ABLE Act - H.R. 647; S. 313 and tax exempt financing issues. Issues related to taxation of municipal bonds; Tax Reform Act of 2014. H.R. 5771.

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

Matched citations: H.R. 529

S. 313113th Congress

ABLE Act of 2013

2014 · fourth_quarter · Firm: NATIONAL ASSOCIATION OF STATE TREASURERS

Open original LDA filing ↗

Cited source text and reported amounts

IRC sec. 529 H.R. 529, Savings Enhancement for Education and College Act, technical changes to IRC sec. 529 HR 4333; ABLE Act - H.R. 647; S. 313 and tax exempt financing issues. Issues related to taxation of municipal bonds; Tax Reform Act of 2014. H.R. 5771.

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

Matched citations: S. 313

H.R. 3029113th Congress

College Savings Enhancement Act of 2013

2013 · fourth_quarter · Firm: NATIONAL ASSOCIATION OF STATE TREASURERS

Open original LDA filing ↗

Cited source text and reported amounts

Financial services regulation reform; Proposals related to securities and banking laws for IRC section 529 plans including prepaid tuition plans;CFPB consumer agency and application to 529 plans, money market fund regulation; Volcker Rule as it applies to municipal securities; H.R. 3029

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

Matched citations: H.R. 3029

H.R. 529113th Congress

Savings Enhancement for Education in College Act

2013 · fourth_quarter · Firm: NATIONAL ASSOCIATION OF STATE TREASURERS

Open original LDA filing ↗

Cited source text and reported amounts

IRC sec. 529 H.R. 529, Savings Enhancement for Education and College Act, technical changes to IRC sec. 529; and tax exempt financing issues. Issues related to taxation of municipal bonds.

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

Matched citations: H.R. 529

H.R. 3029113th Congress

College Savings Enhancement Act of 2013

2013 · third_quarter · Firm: NATIONAL ASSOCIATION OF STATE TREASURERS

Open original LDA filing ↗

Cited source text and reported amounts

Financial services regulation reform; Proposals related to securities and banking laws for IRC section 529 plans including prepaid tuition plans;CFPB consumer agency and application to 529 plans, money market fund regulation; Volcker Rule as it applies to municipal securities; H.R. 3029

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

Matched citations: H.R. 3029

Source: Senate LDA

NATIONAL ASSOCIATION OF STATE TREASURERS — Lobbying Disclosure | Poliscope