EDELMAN FINANCIAL ENGINES F/K/A FINANCIAL ENGINES

View full entity profile (contributions, contracts, SEC) →

Lobbying Spend

—

Filings

Firms Hired

Active Period

2009–2026

Lobbying Spend by Year

Client-reported lobbying expenses on LDA filings

Year	Lobbying Spend	Filings	Firms
2026	—	3	1
2025	—	4	1
2024	—	4	1
2023	—	4	1
2022	—	4	1
2021	—	4	1
2020	—	4	1
2019	—	6	1
2018	—	4	1
2017	—	4	1
2016	—	4	1
2015	—	4	1
2014	—	4	1
2013	—	4	1
2012	—	4	1
2011	—	4	1
2010	—	4	1
2009	—	3	1

Hired Firms

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

Firm Name	Reported Spend	Filings
K&L GATES LLP	—	72

Government Bodies Lobbied

Government entities explicitly identified as targets in LDA filings

Government Body	Filings
HOUSE OF REPRESENTATIVES	45
SENATE	41
Securities & Exchange Commission (SEC)	12
Labor, Dept of (DOL)	6
Treasury, Dept of	2
White House Office	1

Top Issues

Most frequently reported lobbying issues

Issue Code	Description	Reports
Financial Institutions/Investments/Securities	Financial Institutions/Investments/Securities	44
Retirement	Retirement	31
Taxation/Internal Revenue Code	Taxation/Internal Revenue Code	30
Accounting	Accounting	2

Bills Explicitly Cited (25)

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

H.R. 5376117th Congress

Inflation Reduction Act of 2022

2021 · fourth_quarter · Firm: K&L GATES LLP

Open original LDA filing ↗

Cited source text and reported amounts

Issues related to Qualified Default Investment Alternatives, including H.R. 5376, the Build Back Better Act, Title XIII, Subtitle B, Part 1, Sec. 131101.

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

Matched citations: H.R. 5376

H.R. 5376117th Congress

Inflation Reduction Act of 2022

2021 · fourth_quarter · Firm: K&L GATES LLP

Open original LDA filing ↗

Cited source text and reported amounts

Issues related to Qualified Default Investment Alternatives, including H.R. 5376, the Build Back Better Act, Title XIII, Subtitle B, Part 1, Sec. 131101.

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

Matched citations: H.R. 5376

H.R. 5376117th Congress

Inflation Reduction Act of 2022

2021 · third_quarter · Firm: K&L GATES LLP

Open original LDA filing ↗

Cited source text and reported amounts

Issues related to Qualified Default Investment Alternatives, including H.R. 5376, the Build Back Better Act, Title XIII, Subtitle B, Part 1, Sec. 131101.

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

Matched citations: H.R. 5376

H.R. 5376117th Congress

Inflation Reduction Act of 2022

2021 · third_quarter · Firm: K&L GATES LLP

Open original LDA filing ↗

Cited source text and reported amounts

Issues related to Qualified Default Investment Alternatives, including H.R. 5376, the Build Back Better Act, Title XIII, Subtitle B, Part 1, Sec. 131101.

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

Matched citations: H.R. 5376

Show 21 more cited filings

H.R. 1865116th Congress

Further Consolidated Appropriations Act, 2020

2019 · fourth_quarter · Firm: K&L GATES LLP

Open original LDA filing ↗

Cited source text and reported amounts

Issues related to investment and retirement security, including H.R. 1994, the SECURE Act and H.R. 1865, Further Consolidated Appropriations Act, 2020.

Client expense: — · Firm income: —

Matched citations: H.R. 1865

H.R. 1865116th Congress

Further Consolidated Appropriations Act, 2020

2019 · fourth_quarter · Firm: K&L GATES LLP

Open original LDA filing ↗

Cited source text and reported amounts

Issues related to investment advice and retirement security, including H.R. 1994, the SECURE Act and H.R. 1865, Further Consolidated Appropriations Act, 2020. Regulatory issues related to fiduciary duties and best interest and retirement security - no specific legislation.

Client expense: — · Firm income: —

Matched citations: H.R. 1865

H.R. 1994116th Congress

Setting Every Community Up for Retirement Enhancement Act of 2019

2019 · fourth_quarter · Firm: K&L GATES LLP

Open original LDA filing ↗

Cited source text and reported amounts

Issues related to investment advice and retirement security, including H.R. 1994, the SECURE Act and H.R. 1865, Further Consolidated Appropriations Act, 2020. Regulatory issues related to fiduciary duties and best interest and retirement security - no specific legislation.

Client expense: — · Firm income: —

Matched citations: H.R. 1994

H.R. 1994116th Congress

Setting Every Community Up for Retirement Enhancement Act of 2019

2019 · fourth_quarter · Firm: K&L GATES LLP

Open original LDA filing ↗

Cited source text and reported amounts

Issues related to investment and retirement security, including H.R. 1994, the SECURE Act and H.R. 1865, Further Consolidated Appropriations Act, 2020.

Client expense: — · Firm income: —

Matched citations: H.R. 1994

H.R. 1994116th Congress

Setting Every Community Up for Retirement Enhancement Act of 2019

2019 · third_quarter · Firm: K&L GATES LLP

Open original LDA filing ↗

Cited source text and reported amounts

Issues related to investment and retirement security, including H.R. 1994, the SECURE Act.

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

Matched citations: H.R. 1994

H.R. 1994116th Congress

Setting Every Community Up for Retirement Enhancement Act of 2019

2019 · third_quarter · Firm: K&L GATES LLP

Open original LDA filing ↗

Cited source text and reported amounts

Issues related to investment advice and retirement security, including H.R. 1994, the SECURE Act. Regulatory issues related to fiduciary duties and best interest and retirement security - no specific legislation.

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

Matched citations: H.R. 1994

H.R. 1994116th Congress

Setting Every Community Up for Retirement Enhancement Act of 2019

2019 · second_quarter · Firm: K&L GATES LLP

Open original LDA filing ↗

Cited source text and reported amounts

Issues related to investment and retirement security, including H.R. 1994, the SECURE Act.

Client expense: — · Firm income: $40,000

Matched citations: H.R. 1994

H.R. 1995116th Congress

Apprenticeship Hubs Across America Act of 2019

2019 · second_quarter · Firm: K&L GATES LLP

Open original LDA filing ↗

Cited source text and reported amounts

Issues related to investment advice and retirement security, including H.R. 1995, the SECURE Act. Regulatory issues related to fiduciary duties and best interest and retirement security - no specific legislation.

Client expense: — · Firm income: $40,000

Matched citations: H.R. 1995

H.R. 1994116th Congress

Setting Every Community Up for Retirement Enhancement Act of 2019

2019 · second_quarter · Firm: K&L GATES LLP

Open original LDA filing ↗

Cited source text and reported amounts

Issues related to investment and retirement security, including H.R. 1994, the SECURE Act.

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

Matched citations: H.R. 1994

H.R. 1995116th Congress

Apprenticeship Hubs Across America Act of 2019

2019 · second_quarter · Firm: K&L GATES LLP

Open original LDA filing ↗

Cited source text and reported amounts

Issues related to investment advice and retirement security, including H.R. 1995, the SECURE Act. Regulatory issues related to fiduciary duties and best interest and retirement security - no specific legislation.

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

Matched citations: H.R. 1995

H.R. 10115th Congress

Financial CHOICE Act of 2017

2018 · fourth_quarter · Firm: K&L GATES LLP

Open original LDA filing ↗

Cited source text and reported amounts

Policy issues relating to investment advice and retirement security, including the Financial Choice Act (H.R. 10), Protecting Advice for Small Savers Act (H.R. 3857), Affordable Retirement Advice for Savers Act (H.R. 2823), Affordable Retirement Advice Protection Act (S. 1321). Regulatory issues regarding fiduciary duties, regulation regarding best interest rules and retirement security (no specific legislation).

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

Matched citations: H.R. 10

H.R. 2823115th Congress

Affordable Retirement Advice for Savers Act

2018 · fourth_quarter · Firm: K&L GATES LLP

Open original LDA filing ↗

Cited source text and reported amounts

Policy issues relating to investment advice and retirement security, including the Financial Choice Act (H.R. 10), Protecting Advice for Small Savers Act (H.R. 3857), Affordable Retirement Advice for Savers Act (H.R. 2823), Affordable Retirement Advice Protection Act (S. 1321). Regulatory issues regarding fiduciary duties, regulation regarding best interest rules and retirement security (no specific legislation).

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

Matched citations: H.R. 2823

H.R. 3857115th Congress

Protecting Advice for Small Savers Act of 2017

2018 · fourth_quarter · Firm: K&L GATES LLP

Open original LDA filing ↗

Cited source text and reported amounts

Policy issues relating to investment advice and retirement security, including the Financial Choice Act (H.R. 10), Protecting Advice for Small Savers Act (H.R. 3857), Affordable Retirement Advice for Savers Act (H.R. 2823), Affordable Retirement Advice Protection Act (S. 1321). Regulatory issues regarding fiduciary duties, regulation regarding best interest rules and retirement security (no specific legislation).

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

Matched citations: H.R. 3857

S. 1321115th Congress

Affordable Retirement Advice Protection Act

2018 · fourth_quarter · Firm: K&L GATES LLP

Open original LDA filing ↗

Cited source text and reported amounts

Policy issues relating to investment advice and retirement security, including the Financial Choice Act (H.R. 10), Protecting Advice for Small Savers Act (H.R. 3857), Affordable Retirement Advice for Savers Act (H.R. 2823), Affordable Retirement Advice Protection Act (S. 1321). Regulatory issues regarding fiduciary duties, regulation regarding best interest rules and retirement security (no specific legislation).

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

Matched citations: S. 1321

H.R. 10115th Congress

Financial CHOICE Act of 2017

2018 · third_quarter · Firm: K&L GATES LLP

Open original LDA filing ↗

Cited source text and reported amounts

Policy issues relating to investment advice and retirement security, including the Financial Choice Act (H.R. 10), Protecting Advice for Small Savers Act (H.R. 3857), Affordable Retirement Advice for Savers Act (H.R. 2823), Affordable Retirement Advice Protection Act (S. 1321). Regulatory issues regarding fiduciary duties, regulation regarding best interest rules and retirement security (no specific legislation).

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

Matched citations: H.R. 10

H.R. 2823115th Congress

Affordable Retirement Advice for Savers Act

2018 · third_quarter · Firm: K&L GATES LLP

Open original LDA filing ↗

Cited source text and reported amounts

Policy issues relating to investment advice and retirement security, including the Financial Choice Act (H.R. 10), Protecting Advice for Small Savers Act (H.R. 3857), Affordable Retirement Advice for Savers Act (H.R. 2823), Affordable Retirement Advice Protection Act (S. 1321). Regulatory issues regarding fiduciary duties, regulation regarding best interest rules and retirement security (no specific legislation).

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

Matched citations: H.R. 2823

H.R. 3857115th Congress

Protecting Advice for Small Savers Act of 2017

2018 · third_quarter · Firm: K&L GATES LLP

Open original LDA filing ↗

Cited source text and reported amounts

Policy issues relating to investment advice and retirement security, including the Financial Choice Act (H.R. 10), Protecting Advice for Small Savers Act (H.R. 3857), Affordable Retirement Advice for Savers Act (H.R. 2823), Affordable Retirement Advice Protection Act (S. 1321). Regulatory issues regarding fiduciary duties, regulation regarding best interest rules and retirement security (no specific legislation).

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

Matched citations: H.R. 3857

S. 1321115th Congress

Affordable Retirement Advice Protection Act

2018 · third_quarter · Firm: K&L GATES LLP

Open original LDA filing ↗

Cited source text and reported amounts

Policy issues relating to investment advice and retirement security, including the Financial Choice Act (H.R. 10), Protecting Advice for Small Savers Act (H.R. 3857), Affordable Retirement Advice for Savers Act (H.R. 2823), Affordable Retirement Advice Protection Act (S. 1321). Regulatory issues regarding fiduciary duties, regulation regarding best interest rules and retirement security (no specific legislation).

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

Matched citations: S. 1321

H.R. 10115th Congress

Financial CHOICE Act of 2017

2018 · second_quarter · Firm: K&L GATES LLP

Open original LDA filing ↗

Cited source text and reported amounts

Policy issues relating to investment advice and retirement security, including the Financial Choice Act (H.R. 10), Protecting Advice for Small Savers Act (H.R. 3857), Affordable Retirement Advice for Savers Act (H.R. 2823), Affordable Retirement Advice Protection Act (S. 1321). Regulatory issues regarding fiduciary duties, regulation regarding best interest rules and retirement security (no specific legislation).

Client expense: — · Firm income: $80,000

Matched citations: H.R. 10

H.R. 2823115th Congress

Affordable Retirement Advice for Savers Act

2018 · second_quarter · Firm: K&L GATES LLP

Open original LDA filing ↗

Cited source text and reported amounts

Policy issues relating to investment advice and retirement security, including the Financial Choice Act (H.R. 10), Protecting Advice for Small Savers Act (H.R. 3857), Affordable Retirement Advice for Savers Act (H.R. 2823), Affordable Retirement Advice Protection Act (S. 1321). Regulatory issues regarding fiduciary duties, regulation regarding best interest rules and retirement security (no specific legislation).

Client expense: — · Firm income: $80,000

Matched citations: H.R. 2823

H.R. 3857115th Congress

Protecting Advice for Small Savers Act of 2017

2018 · second_quarter · Firm: K&L GATES LLP

Open original LDA filing ↗

Cited source text and reported amounts

Policy issues relating to investment advice and retirement security, including the Financial Choice Act (H.R. 10), Protecting Advice for Small Savers Act (H.R. 3857), Affordable Retirement Advice for Savers Act (H.R. 2823), Affordable Retirement Advice Protection Act (S. 1321). Regulatory issues regarding fiduciary duties, regulation regarding best interest rules and retirement security (no specific legislation).

Client expense: — · Firm income: $80,000

Matched citations: H.R. 3857

Source: Senate LDA

EDELMAN FINANCIAL ENGINES F/K/A FINANCIAL ENGINES — Lobbying Disclosure | Poliscope