DIANA MCDONALD — Lobbyist Profile | Poliscope

DIANA MCDONALD

Filings

205

Clients

Firms

Years active

2017–2026

Associated filing income

$3,815,000

How to read the money

Income and expense are whole-filing amounts associated with this lobbyist, not personal compensation or an allocated share.

Clients represented

Client	Filings	Years
RETIREMENT CLEARINGHOUSE	37	2017–2026
ESOP TRUSTEE COALITION	35	2018–2026
GENERAL ACCOUNT COALITION	35	2018–2026
HEALTHEQUITY FKA AS WAGE WORKS	25	2020–2026
NAGDCA	23	2021–2026
SECURE OUR SAVINGS, INC. (FKA SAVE OUR SAVINGS, INC.)	14	2017–2026

Lobbying firms

Firm	Filings	Years
GROOM LAW GROUP, CHARTERED	205	2017–2026

Original LDA source filings (100)

Specific issues are shown only where the LDA source assigned them to this lobbyist. Targets apply to the associated filing.

NAGDCA via GROOM LAW GROUP, CHARTERED

2026 · third_quarter · Q3

Firm income: $20,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

Legislative and regulatory issues affecting plan sponsors and service providers of government-sponsored defined contribution retirement plans.

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

GENERAL ACCOUNT COALITION via GROOM LAW GROUP, CHARTERED

2026 · third_quarter · Q3

Firm income: —Client expense: —

Source: Senate LDA

Show 96 more original filings

RETIREMENT CLEARINGHOUSE via GROOM LAW GROUP, CHARTERED

2026 · third_quarter · Q3

Firm income: $20,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

Legislative advocacy regarding retirement account portability.

Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, White House Office

NAGDCA via GROOM LAW GROUP, CHARTERED

2026 · second_quarter · Q2

Firm income: $20,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

Legislative and regulatory issues affecting plan sponsors and service providers of government-sponsored defined contribution retirement plans.

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

GENERAL ACCOUNT COALITION via GROOM LAW GROUP, CHARTERED

2026 · second_quarter · Q2

Firm income: —Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

Legislative advocacy regarding general account products.

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

ESOP TRUSTEE COALITION via GROOM LAW GROUP, CHARTERED

2026 · second_quarter · Q2

Firm income: —Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

Advocacy and advice relating to Employee Stock Ownership Plan (ESOP) regulation and enforcement.

Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, White House Office

HEALTHEQUITY FKA AS WAGE WORKS via GROOM LAW GROUP, CHARTERED

2026 · second_quarter · Q2

Firm income: $20,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

HCR

Health Issues

Advocacy regarding taxation of consumer-directed benefits.

Filing targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), SENATE, Treasury, Dept of, White House Office

RETIREMENT CLEARINGHOUSE via GROOM LAW GROUP, CHARTERED

2026 · second_quarter · Q2

Firm income: $50,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

Legislative advocacy regarding retirement account portability.

Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, White House Office

NAGDCA via GROOM LAW GROUP, CHARTERED

2026 · first_quarter · Q1

Firm income: $20,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

Legislative and regulatory issues affecting plan sponsors and service providers of government-sponsored defined contribution retirement plans.

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

GENERAL ACCOUNT COALITION via GROOM LAW GROUP, CHARTERED

2026 · first_quarter · Q1

Firm income: —Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

Legislative advocacy regarding general account products.

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

ESOP TRUSTEE COALITION via GROOM LAW GROUP, CHARTERED

2026 · first_quarter · Q1

Firm income: —Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

Advocacy and advice relating to Employee Stock Ownership Plan (ESOP) regulation and enforcement.

Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, White House Office

HEALTHEQUITY FKA AS WAGE WORKS via GROOM LAW GROUP, CHARTERED

2026 · first_quarter · Q1

Firm income: $20,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

HCR

Health Issues

Advocacy regarding taxation of consumer-directed benefits.

Filing targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), SENATE, Treasury, Dept of, White House Office

RETIREMENT CLEARINGHOUSE via GROOM LAW GROUP, CHARTERED

2026 · first_quarter · Q1

Firm income: $50,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

Legislative advocacy regarding retirement account portability.

Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, White House Office

SECURE OUR SAVINGS, INC. (FKA SAVE OUR SAVINGS, INC.) via GROOM LAW GROUP, CHARTERED

2026 · first_quarter · 1T

Firm income: —Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (2 issues)

TAX

Taxation/Internal Revenue Code

Advice and advocacy related to tax reform's impact on the retirement plan savings incentives.

RET

Retirement

Advice and advocacy related to tax reform's impact on the retirement plan savings incentives.

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

NAGDCA via GROOM LAW GROUP, CHARTERED

2025 · fourth_quarter · Q4

Firm income: $20,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

Legislative and regulatory issues affecting plan sponsors and service providers of government-sponsored defined contribution retirement plans.

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

GENERAL ACCOUNT COALITION via GROOM LAW GROUP, CHARTERED

2025 · fourth_quarter · Q4

Firm income: —Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

Legislative advocacy regarding general account products.

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

ESOP TRUSTEE COALITION via GROOM LAW GROUP, CHARTERED

2025 · fourth_quarter · Q4

Firm income: —Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

Advocacy and advice relating to Employee Stock Ownership Plan (ESOP) regulation and enforcement.

Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, White House Office

HEALTHEQUITY FKA AS WAGE WORKS via GROOM LAW GROUP, CHARTERED

2025 · fourth_quarter · Q4

Firm income: $20,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

HCR

Health Issues

Advocacy regarding taxation of consumer-directed benefits.

Filing targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), SENATE, Treasury, Dept of, White House Office

RETIREMENT CLEARINGHOUSE via GROOM LAW GROUP, CHARTERED

2025 · fourth_quarter · Q4

Firm income: $50,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

Legislative advocacy regarding retirement account portability.

Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, White House Office

SECURE OUR SAVINGS, INC. (FKA SAVE OUR SAVINGS, INC.) via GROOM LAW GROUP, CHARTERED

2025 · fourth_quarter · Q4

Firm income: $30,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (2 issues)

RET

Retirement

Advice and advocacy related to tax reform's impact on the retirement plan savings incentives.

TAX

Taxation/Internal Revenue Code

Advice and advocacy related to tax reform's impact on the retirement plan savings incentives.

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

NAGDCA via GROOM LAW GROUP, CHARTERED

2025 · third_quarter · Q3

Firm income: $20,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

Legislative and regulatory issues affecting plan sponsors and service providers of government-sponsored defined contribution retirement plans.

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

GENERAL ACCOUNT COALITION via GROOM LAW GROUP, CHARTERED

2025 · third_quarter · Q3

Firm income: —Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

Legislative advocacy regarding general account products.

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

ESOP TRUSTEE COALITION via GROOM LAW GROUP, CHARTERED

2025 · third_quarter · Q3

Firm income: —Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

Advocacy and advice relating to Employee Stock Ownership Plan (ESOP) regulation and enforcement.

Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, White House Office

HEALTHEQUITY FKA AS WAGE WORKS via GROOM LAW GROUP, CHARTERED

2025 · third_quarter · Q3

Firm income: $20,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

HCR

Health Issues

Advocacy regarding taxation of consumer-directed benefits.

Filing targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), SENATE, Treasury, Dept of, White House Office

RETIREMENT CLEARINGHOUSE via GROOM LAW GROUP, CHARTERED

2025 · third_quarter · Q3

Firm income: $50,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

Legislative advocacy regarding retirement account portability.

Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, White House Office

SECURE OUR SAVINGS, INC. (FKA SAVE OUR SAVINGS, INC.) via GROOM LAW GROUP, CHARTERED

2025 · third_quarter · Q3

Firm income: $30,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (2 issues)

RET

Retirement

Advice and advocacy related to tax reform's impact on the retirement plan savings incentives.

TAX

Taxation/Internal Revenue Code

Advice and advocacy related to tax reform's impact on the retirement plan savings incentives.

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

NAGDCA via GROOM LAW GROUP, CHARTERED

2025 · second_quarter · Q2

Firm income: $20,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

Legislative and regulatory issues affecting plan sponsors and service providers of government-sponsored defined contribution retirement plans.

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

GENERAL ACCOUNT COALITION via GROOM LAW GROUP, CHARTERED

2025 · second_quarter · Q2

Firm income: —Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

Legislative advocacy regarding general account products.

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

ESOP TRUSTEE COALITION via GROOM LAW GROUP, CHARTERED

2025 · second_quarter · Q2

Firm income: —Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

Advocacy and advice relating to Employee Stock Ownership Plan (ESOP) regulation and enforcement.

Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, White House Office

HEALTHEQUITY FKA AS WAGE WORKS via GROOM LAW GROUP, CHARTERED

2025 · second_quarter · Q2

Firm income: $20,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

HCR

Health Issues

Advocacy regarding taxation of consumer-directed benefits.

Filing targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), SENATE, Treasury, Dept of, White House Office

RETIREMENT CLEARINGHOUSE via GROOM LAW GROUP, CHARTERED

2025 · second_quarter · Q2

Firm income: $50,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

Legislative advocacy regarding retirement account portability.

Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, White House Office

SECURE OUR SAVINGS, INC. (FKA SAVE OUR SAVINGS, INC.) via GROOM LAW GROUP, CHARTERED

2025 · second_quarter · Q2

Firm income: $30,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (2 issues)

RET

Retirement

Advice and advocacy related to tax reform's impact on the retirement plan savings incentives.

TAX

Taxation/Internal Revenue Code

Advice and advocacy related to tax reform's impact on the retirement plan savings incentives.

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

SECURE OUR SAVINGS, INC. (FKA SAVE OUR SAVINGS, INC.) via GROOM LAW GROUP, CHARTERED

2025 · first_quarter · 1A

Firm income: $30,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (2 issues)

TAX

Taxation/Internal Revenue Code

Advice and advocacy related to tax reform's impact on the retirement plan savings incentives.

RET

Retirement

Advice and advocacy related to tax reform's impact on the retirement plan savings incentives.

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

SECURE OUR SAVINGS, INC. (FKA SAVE OUR SAVINGS, INC.) via GROOM LAW GROUP, CHARTERED

2025 · first_quarter · RA

Firm income: —Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (2 issues)

RET

Retirement

Advice and advocacy related to tax reform's impact on the retirement plan savings incentives.

TAX

Taxation/Internal Revenue Code

Advice and advocacy related to tax reform's impact on the retirement plan savings incentives.

NAGDCA via GROOM LAW GROUP, CHARTERED

2025 · first_quarter · Q1

Firm income: $20,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

Legislative and regulatory issues affecting plan sponsors and service providers of government-sponsored defined contribution retirement plans.

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

GENERAL ACCOUNT COALITION via GROOM LAW GROUP, CHARTERED

2025 · first_quarter · Q1

Firm income: —Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

Legislative advocacy regarding general account products.

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

ESOP TRUSTEE COALITION via GROOM LAW GROUP, CHARTERED

2025 · first_quarter · Q1

Firm income: —Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

Advocacy and advice relating to Employee Stock Ownership Plan (ESOP) regulation and enforcement.

Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, White House Office

HEALTHEQUITY FKA AS WAGE WORKS via GROOM LAW GROUP, CHARTERED

2025 · first_quarter · Q1

Firm income: $20,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

HCR

Health Issues

Advocacy regarding taxation of consumer-directed benefits.

Filing targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), SENATE, Treasury, Dept of, White House Office

RETIREMENT CLEARINGHOUSE via GROOM LAW GROUP, CHARTERED

2025 · first_quarter · Q1

Firm income: $50,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

Legislative advocacy regarding retirement account portability.

Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, White House Office

SECURE OUR SAVINGS, INC. (FKA SAVE OUR SAVINGS, INC.) via GROOM LAW GROUP, CHARTERED

2025 · first_quarter · Q1

Firm income: $30,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (2 issues)

RET

Retirement

Advice and advocacy related to tax reform's impact on the retirement plan savings incentives.

TAX

Taxation/Internal Revenue Code

Advice and advocacy related to tax reform's impact on the retirement plan savings incentives.

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

NAGDCA via GROOM LAW GROUP, CHARTERED

2024 · fourth_quarter · Q4

Firm income: $20,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

Legislative and regulatory issues affecting plan sponsors and service providers of government-sponsored defined contribution retirement plans.

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

GENERAL ACCOUNT COALITION via GROOM LAW GROUP, CHARTERED

2024 · fourth_quarter · Q4

Firm income: —Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

Legislative advocacy regarding general account products.

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

ESOP TRUSTEE COALITION via GROOM LAW GROUP, CHARTERED

2024 · fourth_quarter · Q4

Firm income: —Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

Advocacy and advice relating to Employee Stock Ownership Plan (ESOP) regulation and enforcement.

Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, White House Office

HEALTHEQUITY FKA AS WAGE WORKS via GROOM LAW GROUP, CHARTERED

2024 · fourth_quarter · Q4

Firm income: $20,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

HCR

Health Issues

Advocacy regarding taxation of consumer-directed benefits.

Filing targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), SENATE, Treasury, Dept of, White House Office

RETIREMENT CLEARINGHOUSE via GROOM LAW GROUP, CHARTERED

2024 · fourth_quarter · Q4

Firm income: $50,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

Legislative advocacy regarding retirement account portability.

Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, White House Office

NAGDCA via GROOM LAW GROUP, CHARTERED

2024 · third_quarter · Q3

Firm income: $20,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

Legislative and regulatory issues affecting plan sponsors and service providers of government-sponsored defined contribution retirement plans.

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

GENERAL ACCOUNT COALITION via GROOM LAW GROUP, CHARTERED

2024 · third_quarter · Q3

Firm income: —Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

Legislative advocacy regarding general account products.

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

ESOP TRUSTEE COALITION via GROOM LAW GROUP, CHARTERED

2024 · third_quarter · Q3

Firm income: —Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

Advocacy and advice relating to Employee Stock Ownership Plan (ESOP) regulation and enforcement.

Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, White House Office

HEALTHEQUITY FKA AS WAGE WORKS via GROOM LAW GROUP, CHARTERED

2024 · third_quarter · Q3

Firm income: $20,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

HCR

Health Issues

Advocacy regarding taxation of consumer-directed benefits.

Filing targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), SENATE, Treasury, Dept of, White House Office

RETIREMENT CLEARINGHOUSE via GROOM LAW GROUP, CHARTERED

2024 · third_quarter · Q3

Firm income: $50,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

Legislative advocacy regarding retirement account portability.

Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, White House Office

NAGDCA via GROOM LAW GROUP, CHARTERED

2024 · second_quarter · Q2

Firm income: $20,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

Legislative and regulatory issues affecting plan sponsors and service providers of government-sponsored defined contribution retirement plans.

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

GENERAL ACCOUNT COALITION via GROOM LAW GROUP, CHARTERED

2024 · second_quarter · Q2

Firm income: —Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

Legislative advocacy regarding general account products.

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

ESOP TRUSTEE COALITION via GROOM LAW GROUP, CHARTERED

2024 · second_quarter · Q2

Firm income: —Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

Advocacy and advice relating to Employee Stock Ownership Plan (ESOP) regulation and enforcement.

Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, White House Office

HEALTHEQUITY FKA AS WAGE WORKS via GROOM LAW GROUP, CHARTERED

2024 · second_quarter · Q2

Firm income: $20,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

HCR

Health Issues

Advocacy regarding taxation of consumer-directed benefits.

Filing targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), SENATE, Treasury, Dept of, White House Office

RETIREMENT CLEARINGHOUSE via GROOM LAW GROUP, CHARTERED

2024 · second_quarter · Q2

Firm income: $50,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

Legislative advocacy regarding retirement account portability.

Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, White House Office

NAGDCA via GROOM LAW GROUP, CHARTERED

2024 · first_quarter · Q1

Firm income: $20,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

Legislative and regulatory issues affecting plan sponsors and service providers of government-sponsored defined contribution retirement plans.

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

GENERAL ACCOUNT COALITION via GROOM LAW GROUP, CHARTERED

2024 · first_quarter · Q1

Firm income: —Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

Legislative advocacy regarding general account products.

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

ESOP TRUSTEE COALITION via GROOM LAW GROUP, CHARTERED

2024 · first_quarter · Q1

Firm income: —Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

Advocacy and advice relating to Employee Stock Ownership Plan (ESOP) regulation and enforcement.

Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, White House Office

HEALTHEQUITY FKA AS WAGE WORKS via GROOM LAW GROUP, CHARTERED

2024 · first_quarter · Q1

Firm income: $20,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

HCR

Health Issues

Advocacy regarding taxation of consumer-directed benefits.

Filing targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), SENATE, Treasury, Dept of, White House Office

RETIREMENT CLEARINGHOUSE via GROOM LAW GROUP, CHARTERED

2024 · first_quarter · Q1

Firm income: $50,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

Legislative advocacy regarding retirement account portability.

Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, White House Office

NAGDCA via GROOM LAW GROUP, CHARTERED

2023 · fourth_quarter · Q4

Firm income: $20,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

Legislative and regulatory issues affecting plan sponsors and service providers of government-sponsored defined contribution retirement plans.

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

GENERAL ACCOUNT COALITION via GROOM LAW GROUP, CHARTERED

2023 · fourth_quarter · Q4

Firm income: —Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

Legislative advocacy regarding general account products.

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

ESOP TRUSTEE COALITION via GROOM LAW GROUP, CHARTERED

2023 · fourth_quarter · Q4

Firm income: —Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

Advocacy and advice relating to Employee Stock Ownership Plan (ESOP) regulation and enforcement.

Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, White House Office

HEALTHEQUITY FKA AS WAGE WORKS via GROOM LAW GROUP, CHARTERED

2023 · fourth_quarter · Q4

Firm income: $30,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

HCR

Health Issues

Advocacy regarding taxation of consumer-directed benefits.

Filing targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), SENATE, Treasury, Dept of, White House Office

RETIREMENT CLEARINGHOUSE via GROOM LAW GROUP, CHARTERED

2023 · fourth_quarter · Q4

Firm income: $50,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

Legislative advocacy regarding retirement account portability.

Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, White House Office

NAGDCA via GROOM LAW GROUP, CHARTERED

2023 · third_quarter · Q3

Firm income: $20,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

Legislative and regulatory issues affecting plan sponsors and service providers of government-sponsored defined contribution retirement plans.

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

GENERAL ACCOUNT COALITION via GROOM LAW GROUP, CHARTERED

2023 · third_quarter · Q3

Firm income: —Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

Legislative advocacy regarding general account products.

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

ESOP TRUSTEE COALITION via GROOM LAW GROUP, CHARTERED

2023 · third_quarter · Q3

Firm income: —Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

Advocacy and advice relating to Employee Stock Ownership Plan (ESOP) regulation and enforcement.

Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, White House Office

HEALTHEQUITY FKA AS WAGE WORKS via GROOM LAW GROUP, CHARTERED

2023 · third_quarter · Q3

Firm income: $30,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

HCR

Health Issues

Advocacy regarding taxation of consumer-directed benefits.

Filing targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), SENATE, Treasury, Dept of, White House Office

RETIREMENT CLEARINGHOUSE via GROOM LAW GROUP, CHARTERED

2023 · third_quarter · Q3

Firm income: $50,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

Legislative advocacy regarding retirement account portability.

Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, White House Office

NAGDCA via GROOM LAW GROUP, CHARTERED

2023 · second_quarter · Q2

Firm income: $20,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

Legislative and regulatory issues affecting plan sponsors and service providers of government-sponsored defined contribution retirement plans.

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

GENERAL ACCOUNT COALITION via GROOM LAW GROUP, CHARTERED

2023 · second_quarter · Q2

Firm income: —Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

Legislative advocacy regarding general account products.

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

ESOP TRUSTEE COALITION via GROOM LAW GROUP, CHARTERED

2023 · second_quarter · Q2

Firm income: —Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

Advocacy and advice relating to Employee Stock Ownership Plan (ESOP) regulation and enforcement.

Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, White House Office

HEALTHEQUITY FKA AS WAGE WORKS via GROOM LAW GROUP, CHARTERED

2023 · second_quarter · Q2

Firm income: $30,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

HCR

Health Issues

Advocacy regarding taxation of consumer-directed benefits.

Filing targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), SENATE, Treasury, Dept of, White House Office

RETIREMENT CLEARINGHOUSE via GROOM LAW GROUP, CHARTERED

2023 · second_quarter · Q2

Firm income: $40,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

Legislative advocacy regarding retirement account portability.

Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, White House Office

NAGDCA via GROOM LAW GROUP, CHARTERED

2023 · first_quarter · Q1

Firm income: $20,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

Legislative and regulatory issues affecting plan sponsors and service providers of government-sponsored defined contribution retirement plans.

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

GENERAL ACCOUNT COALITION via GROOM LAW GROUP, CHARTERED

2023 · first_quarter · Q1

Firm income: —Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

Legislative advocacy regarding general account products.

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

ESOP TRUSTEE COALITION via GROOM LAW GROUP, CHARTERED

2023 · first_quarter · Q1

Firm income: —Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

Advocacy and advice relating to Employee Stock Ownership Plan (ESOP) regulation and enforcement.

Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, White House Office

HEALTHEQUITY FKA AS WAGE WORKS via GROOM LAW GROUP, CHARTERED

2023 · first_quarter · Q1

Firm income: $30,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

HCR

Health Issues

Advocacy regarding taxation of consumer-directed benefits.

Filing targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), SENATE, Treasury, Dept of, White House Office

RETIREMENT CLEARINGHOUSE via GROOM LAW GROUP, CHARTERED

2023 · first_quarter · Q1

Firm income: $40,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

Legislative advocacy regarding retirement account portability.

Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, White House Office

NAGDCA via GROOM LAW GROUP, CHARTERED

2022 · fourth_quarter · Q4

Firm income: $20,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

Legislative and regulatory issues affecting plan sponsors and service providers of government-sponsored defined contribution retirement plans.

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

GENERAL ACCOUNT COALITION via GROOM LAW GROUP, CHARTERED

2022 · fourth_quarter · Q4

Firm income: $10,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

Legislative advocacy regarding general account products.

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

ESOP TRUSTEE COALITION via GROOM LAW GROUP, CHARTERED

2022 · fourth_quarter · Q4

Firm income: —Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

Advocacy and advice relating to Employee Stock Ownership Plan (ESOP) regulation and enforcement.

Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, White House Office

HEALTHEQUITY FKA AS WAGE WORKS via GROOM LAW GROUP, CHARTERED

2022 · fourth_quarter · Q4

Firm income: $30,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

HCR

Health Issues

Advocacy regarding taxation of consumer-directed benefits.

Filing targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), SENATE, Treasury, Dept of, White House Office

RETIREMENT CLEARINGHOUSE via GROOM LAW GROUP, CHARTERED

2022 · fourth_quarter · Q4

Firm income: $40,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

Legislative advocacy regarding retirement account portability.

Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, White House Office

NAGDCA via GROOM LAW GROUP, CHARTERED

2022 · third_quarter · Q3

Firm income: $20,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

Legislative and regulatory issues affecting plan sponsors and service providers of government-sponsored defined contribution retirement plans.

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

GENERAL ACCOUNT COALITION via GROOM LAW GROUP, CHARTERED

2022 · third_quarter · Q3

Firm income: —Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

Legislative advocacy regarding general account products.

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

ESOP TRUSTEE COALITION via GROOM LAW GROUP, CHARTERED

2022 · third_quarter · Q3

Firm income: —Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

Advocacy and advice relating to Employee Stock Ownership Plan (ESOP) regulation and enforcement.

Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, White House Office

HEALTHEQUITY FKA AS WAGE WORKS via GROOM LAW GROUP, CHARTERED

2022 · third_quarter · Q3

Firm income: $40,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

HCR

Health Issues

Advocacy regarding taxation of consumer-directed benefits.

Filing targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), SENATE, Treasury, Dept of, White House Office

RETIREMENT CLEARINGHOUSE via GROOM LAW GROUP, CHARTERED

2022 · third_quarter · Q3

Firm income: $40,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

Legislative advocacy regarding retirement account portability.

Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, White House Office

NAGDCA via GROOM LAW GROUP, CHARTERED

2022 · second_quarter · Q2

Firm income: $20,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

Legislative and regulatory issues affecting plan sponsors and service providers of government-sponsored defined contribution retirement plans.

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

GENERAL ACCOUNT COALITION via GROOM LAW GROUP, CHARTERED

2022 · second_quarter · Q2

Firm income: —Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

Legislative advocacy regarding general account products.

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

ESOP TRUSTEE COALITION via GROOM LAW GROUP, CHARTERED

2022 · second_quarter · Q2

Firm income: —Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

Advocacy and advice relating to Employee Stock Ownership Plan (ESOP) regulation and enforcement.

Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, White House Office

HEALTHEQUITY FKA AS WAGE WORKS via GROOM LAW GROUP, CHARTERED

2022 · second_quarter · Q2

Firm income: $40,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

HCR

Health Issues

Advocacy regarding taxation of consumer-directed benefits.

Filing targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), SENATE, Treasury, Dept of, White House Office

RETIREMENT CLEARINGHOUSE via GROOM LAW GROUP, CHARTERED

2022 · second_quarter · Q2

Firm income: $40,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

Legislative advocacy regarding retirement account portability.

Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, White House Office

NAGDCA via GROOM LAW GROUP, CHARTERED

2022 · first_quarter · Q1

Firm income: $30,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

Legislative and regulatory issues affecting plan sponsors and service providers of government-sponsored defined contribution retirement plans.

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

GENERAL ACCOUNT COALITION via GROOM LAW GROUP, CHARTERED

2022 · first_quarter · Q1

Firm income: —Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

Legislative advocacy regarding general account products.

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

ESOP TRUSTEE COALITION via GROOM LAW GROUP, CHARTERED

2022 · first_quarter · Q1

Firm income: —Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

Advocacy and advice relating to Employee Stock Ownership Plan (ESOP) regulation and enforcement.

Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, White House Office