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Income and expense are whole-filing amounts associated with this lobbyist, not personal compensation or an allocated share.
No topic inference: each bill number appears in source LDA issue text assigned to this lobbyist.
Highway and Transportation Funding Act of 2014
Client: AMERICAN ACADEMY OF ACTUARIES · Firm: AMERICAN ACADEMY OF ACTUARIES
Aging issues; Social Security long-term solvency and financing; lifetime income issues; multiple employer pension plans; issues related to raising revenues by changing private sector pension law to offset unrelated spending increases--Highway and Transportation Funding Act of 2014 (Public Law 113-159; HR 5021)
Fair Employment Opportunity Act of 2014
Client: AMERICAN ACADEMY OF ACTUARIES · Firm: AMERICAN ACADEMY OF ACTUARIES
Specific issues are shown only where the LDA source assigned them to this lobbyist. Targets apply to the associated filing.
AMERICAN ACADEMY OF ACTUARIES via AMERICAN ACADEMY OF ACTUARIES
2015 · first_quarter · Q1
Public plans and actuarial standards of practice; aging and bridging the gap on retirement; late retirement actuarial equivalence; qualified longevity annuity contracts in defined benefit plans; social security and women; improvements in the operation of IRC Section 436 while protecting funded status of pension plans; and mortality tables to calculate pension funding after 2015 (Section 430(h)(3) & Section 417(e)).
Filing targets: Congressional Budget Office (CBO), Federal Reserve System, Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Pension Benefit Guaranty Corporation (PBGC), SENATE, Treasury, Dept of
Source: Senate LDA
Retirement USA bill (S. 1972) regarding mortality experience; GAAP and pension funding rules in Moving Ahead for Progress in the 21st Century Act; multiemployer pension programs under the Pension Protection Act of 2006 sunset provisions; comments on IRS Notice 2014-5; cash balance plans and lifetime income, hybrid pension plan regulations, and related pension actuarial issues; and military retirement plan reforms.
Public Employee Pension Transparency Act
Client: AMERICAN ACADEMY OF ACTUARIES · Firm: AMERICAN ACADEMY OF ACTUARIES
HR 1628, Public Employee Pension Transparency Act issues; Military Compensation and Retirement Modernization Commission; lifetime income issues; social security testimony re: actuarial issues; entitlement reform issues; PBGC reportable events regulation under ERISA Section 4043; multiemployer pension issues including issues related to PIMS modeling; smoothing of pension contributions, and interest rates for student loans.
Cooperative and Small Employer Charity Pension Flexibility Act
Client: AMERICAN ACADEMY OF ACTUARIES · Firm: AMERICAN ACADEMY OF ACTUARIES
Issue re: GAAP consistency with pension funding rules in the Moving Ahead for Progress in the 21st Century Act (MAP-21); measuring pension obligations of defined-benefit pension plans using solvency value and/or budget value; Multiemployer pension programs; lifetime income; social security, and pension funding rules; PPA of 2006 sunset rules; Cooperative and Small Employer Charity Pension Flexibility of 2013 (S. 1302); and hybrid plans.
Public Employee Pension Transparency Act
Client: AMERICAN ACADEMY OF ACTUARIES · Firm: AMERICAN ACADEMY OF ACTUARIES
Raising normal retirement age in private sector DB plans; HR 567 Public Employment Pension Transparency Act bill; USA pension proposal; multiemployer pension issues; response to President's State of the Union Address; administrative issues; IRS Notice 2012-46 under Section 101(j) of ERISA for funding-related benefit limitations in single-employer defined benefit plans.
2014 · fourth_quarter · Q4
Social security and women; USA Retirement fund legislation; traditional defined benefit plans under current system and safe harbor defined contribution plan under current system; 2014 Social Security Trustees Report; qualified longevity annuity contracts; multiple employer pension plans; and various federal retirement issues.
Filing targets: Federal Reserve System, Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Treasury, Dept of
AMERICAN ACADEMY OF ACTUARIES via AMERICAN ACADEMY OF ACTUARIES
2014 · third_quarter · Q3
Aging issues; Social Security long-term solvency and financing; lifetime income issues; multiple employer pension plans; issues related to raising revenues by changing private sector pension law to offset unrelated spending increases--Highway and Transportation Funding Act of 2014 (Public Law 113-159; HR 5021)
Filing targets: Centers For Medicare and Medicaid Services (CMS), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Pension Benefit Guaranty Corporation (PBGC), SENATE, Treasury, Dept of, White House Office
AMERICAN ACADEMY OF ACTUARIES via AMERICAN ACADEMY OF ACTUARIES
2014 · second_quarter · Q2
Actuarial issues re: multi-employer pension guarantees; ERISA Section 4062 amendments; actuarial issues re MAP-21 pension funding stabilization; and actuarial issues on retirement and the aging.
Filing targets: HOUSE OF REPRESENTATIVES, Pension Benefit Guaranty Corporation (PBGC), SENATE, Treasury, Dept of
AMERICAN ACADEMY OF ACTUARIES via AMERICAN ACADEMY OF ACTUARIES
2014 · first_quarter · Q1
Retirement USA bill (S. 1972) regarding mortality experience; GAAP and pension funding rules in Moving Ahead for Progress in the 21st Century Act; multiemployer pension programs under the Pension Protection Act of 2006 sunset provisions; comments on IRS Notice 2014-5; cash balance plans and lifetime income, hybrid pension plan regulations, and related pension actuarial issues; and military retirement plan reforms.
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Pension Benefit Guaranty Corporation (PBGC), President of the U.S., SENATE, Treasury, Dept of
AMERICAN ACADEMY OF ACTUARIES via AMERICAN ACADEMY OF ACTUARIES
2013 · fourth_quarter · Q4
Issue re: GAAP consistency with pension funding rules in the Moving Ahead for Progress in the 21st Century Act (MAP-21); measuring pension obligations of defined-benefit pension plans using solvency value and/or budget value; Multiemployer pension programs; lifetime income; social security, and pension funding rules; PPA of 2006 sunset rules; Cooperative and Small Employer Charity Pension Flexibility of 2013 (S. 1302); and hybrid plans.
Filing targets: Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Pension Benefit Guaranty Corporation (PBGC), SENATE
AMERICAN ACADEMY OF ACTUARIES via AMERICAN ACADEMY OF ACTUARIES
2013 · third_quarter · Q3
Social security and retirement age; Internal Revenue Service regulations and technical issues; PBGC premium structure, single-employer deficit issues; ERISA actuarial issues; PIMS review under MAP-21; retirement and tax reforms; IRS Form 5500 and Schedules SB and MB changes; and adding lifetime income data to pension benefit systems.
Filing targets: Congressional Budget Office (CBO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Treasury, Dept of
AMERICAN ACADEMY OF ACTUARIES via AMERICAN ACADEMY OF ACTUARIES
2013 · second_quarter · Q2
HR 1628, Public Employee Pension Transparency Act issues; Military Compensation and Retirement Modernization Commission; lifetime income issues; social security testimony re: actuarial issues; entitlement reform issues; PBGC reportable events regulation under ERISA Section 4043; multiemployer pension issues including issues related to PIMS modeling; smoothing of pension contributions, and interest rates for student loans.
Filing targets: Centers For Medicare and Medicaid Services (CMS), Executive Office of the President (EOP), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Pension Benefit Guaranty Corporation (PBGC), President of the U.S., SENATE, Treasury, Dept of
AMERICAN ACADEMY OF ACTUARIES via AMERICAN ACADEMY OF ACTUARIES
2013 · first_quarter · Q1
Raising normal retirement age in private sector DB plans; HR 567 Public Employment Pension Transparency Act bill; USA pension proposal; multiemployer pension issues; response to President's State of the Union Address; administrative issues; IRS Notice 2012-46 under Section 101(j) of ERISA for funding-related benefit limitations in single-employer defined benefit plans.
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Office of Personnel Management (OPM), Pension Benefit Guaranty Corporation (PBGC), President of the U.S., SENATE, Treasury, Dept of, White House Office
AMERICAN ACADEMY OF ACTUARIES via AMERICAN ACADEMY OF ACTUARIES
2012 · fourth_quarter · Q4
Multiemployer pension issues regarding sunset of Pension Protection Act in 2014; comments on notice requirements under Section 101(j) of ERISA for funding-related benefit limitations in single-employer defined benefit pension plans; and actuarial status and assumptions on social security.
Filing targets: Centers For Medicare and Medicaid Services (CMS), Congressional Budget Office (CBO), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Pension Benefit Guaranty Corporation (PBGC), SENATE, Treasury, Dept of
AMERICAN ACADEMY OF ACTUARIES via AMERICAN ACADEMY OF ACTUARIES
2012 · third_quarter · Q3
Proposed regulations on prohibited payment options under single-employer defined benefit plans when sponsor is bankrupt (Reg - 113738-12); implementation of publication of rates in the Moving Ahead for Progress in the 21st Century (MAP-21) Act, H.R. 4348, Public Law No.: 112-141; and Senator Hatch report on State and Local Government Defined Benefit Pension Plans: The Pension Debt Crisis That Threatens America.
Filing targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Pension Benefit Guaranty Corporation (PBGC), SENATE, Treasury, Dept of
AMERICAN ACADEMY OF ACTUARIES via AMERICAN ACADEMY OF ACTUARIES
2012 · second_quarter · Q2
State and local government pension plan issues; longevity annuity contracts and partial annuity distribution proposals; Funding Stabilization Bill S. 1813; tax expenditures on retirement programs; Reg 115809-11 testimony; technical questions to PPA implementation; federal regulations for defined benefit plans; and social security assumptions and issues.
Filing targets: Centers For Medicare and Medicaid Services (CMS), Federal Reserve System, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Treasury, Dept of
AMERICAN ACADEMY OF ACTUARIES via AMERICAN ACADEMY OF ACTUARIES
2012 · first_quarter · Q1
Internal Revenue Code Section 415(b) limitations; increased flexibility for elections to reduce funding balances; revenue ruling encouraging use of lifetime income and annuities; regulations on longevity annuity contracts; small employer pension plans; funding stabilization bill S. 1813; and campaign guide on social security reforms.
Filing targets: Centers For Medicare and Medicaid Services (CMS), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Treasury, Dept of
AMERICAN ACADEMY OF ACTUARIES via AMERICAN ACADEMY OF ACTUARIES
2011 · fourth_quarter · Q4
Proposal on credit based PBGC premiums; rising contribution costs facing defined benefit pension plans; issues related to retirement age and entitlement programs; use of pension assets for non-traditional purposes; potential errors in Form 5500 instructions on reporting premium payments from qualified defined benefit plan assets; technical corrections to Pension Protection Act; and 2012 election guide on social security reform and issues such as long-term solvency and sustainability of social security.
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Treasury, Dept of
AMERICAN ACADEMY OF ACTUARIES via AMERICAN ACADEMY OF ACTUARIES
2011 · third_quarter · Q3
Social Security solvency and deficit reduction issues; "at risk" pension plans and calculation of unfunded vested liabilities; implications of the Pension Protection Act (PPA) for multiemployer pension plans, and technical corrections to PPA; and hybrid plan regulations.
Filing targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Pension Benefit Guaranty Corporation (PBGC), SENATE, Treasury, Dept of, White House Office