PRESTON RUTLEDGE — Lobbyist Profile | Poliscope

PRESTON RUTLEDGE

Reported covered position: Assistant Secretary of Labor, Employee Benefits Security Administration Senior Tax and Benefits Counsel, Senate Finance Committee

Filings

Clients

Firms

Years active

2020–2026

Associated filing income

$1,587,333

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
AMERICAN RETIREMENT ASSOCIATION	25	2020–2026
BROWNSTEIN (BHFS, LLP) OBO APOLLO GLOBAL MANAGEMENT	7	2025–2026
APOLLO GLOBAL MANAGEMENT, INC.	6	2025–2026
BROWNSTEIN (BHFS, LLP) OBO CONSTELLATION ENERGY GENERATION, LLC FKA EXELON	5	2024–2025
BROWNSTEIN HYATT FARBER SCHRECK LLP OBO ATHENE HOLDING	5	2021–2022
Norton Rose Fulbright US LLP	5	2020–2021

Lobbying firms

Firm	Filings	Years
RUTLEDGE POLICY GROUP, LLC	76	2020–2026

Bills explicitly cited in this lobbyist’s assigned issues (36)

No topic inference: each bill number appears in source LDA issue text assigned to this lobbyist.

H.R. 1

An act to provide for reconciliation pursuant to title II of H. Con. Res. 14.

Client: BROWNSTEIN (BHFS, LLP) OBO POLICY AND TAXATION GROUP · Firm: RUTLEDGE POLICY GROUP, LLC

Open original LDA filing ↗

Cited source text

H.R. 1 - Treatment of Excess Business Losses General Business Tax Issues

H.R. 1

An act to provide for reconciliation pursuant to title II of H. Con. Res. 14.

Client: BROWNSTEIN (BHFS, LLP) OBO POLICY AND TAXATION GROUP · Firm: RUTLEDGE POLICY GROUP, LLC

Open original LDA filing ↗

Cited source text

Original LDA source filings (76)

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

AMERICAN COUNCIL OF LIFE INSURERS via RUTLEDGE POLICY GROUP, LLC

2026 · third_quarter · Q3

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

Assigned issues and filing targets (1 issues)

INS

Insurance

Impact of international regulation and standards on the life insurance industry. Pension risk transfer and lifetime income guidance.

Filing targets: Labor, Dept of (DOL), Natl Economic Council (NEC)

APOLLO GLOBAL MANAGEMENT. INC. via RUTLEDGE POLICY GROUP, LLC

2026 · third_quarter · Q3

Firm income: $60,000

Source: Senate LDA

Show 72 more original filings

AMERICAN COUNCIL OF LIFE INSURERS via RUTLEDGE POLICY GROUP, LLC

2026 · second_quarter · Q2

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

Assigned issues and filing targets (1 issues)

INS

Insurance

Impact of international regulation and standards on the life insurance industry. Pension risk transfer and lifetime income guidance.

Filing targets: Labor, Dept of (DOL), Natl Economic Council (NEC)

APOLLO GLOBAL MANAGEMENT. INC. via RUTLEDGE POLICY GROUP, LLC

2026 · second_quarter · Q2

Firm income: $60,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

401(k) Investments in Alternative Assets; Pension Risk Transfer - Agency Guidance

Filing targets: Labor, Dept of (DOL), Natl Economic Council (NEC)

BROWNSTEIN (BHFS, LLP) OBO APOLLO GLOBAL MANAGEMENT via RUTLEDGE POLICY GROUP, LLC

2026 · second_quarter · Q2

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

Assigned issues and filing targets (1 issues)

RET

Retirement

401(k) Investments in Alternative Assets - Agency Guidance Pension Risk Transfer - Agency Guidance

Filing targets: Labor, Dept of (DOL), Natl Economic Council (NEC)

AMERICAN RETIREMENT ASSOCIATION via RUTLEDGE POLICY GROUP, LLC

2026 · second_quarter · Q2

Firm income: $60,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

General Retirement Savings Legislation - All Provisions General 401(k) and 403(b) legislation- All provisions 401(k) Investments in Alternative Assets - Agency Guidance Retirement Savings and Trump Account Guidance

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

AMERICAN COUNCIL OF LIFE INSURERS via RUTLEDGE POLICY GROUP, LLC

2026 · first_quarter · Q1

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

Assigned issues and filing targets (1 issues)

INS

Insurance

Impact of international regulation and standards on the life insurance industry. Pension risk transfer and lifetime income guidance.

Filing targets: Labor, Dept of (DOL), Natl Economic Council (NEC)

AMERICAN COUNCIL OF LIFE INSURERS via RUTLEDGE POLICY GROUP, LLC

2026 · first_quarter · RR

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

Assigned issues and filing targets (1 issues)

INS

Insurance

Impact of international insurance regulation and standards on U.S. life insurers

APOLLO GLOBAL MANAGEMENT. INC. via RUTLEDGE POLICY GROUP, LLC

2026 · first_quarter · Q1

Firm income: $60,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

401(k) Investments in Alternative Assets; Pension Risk Transfer - Agency Guidance

Filing targets: Labor, Dept of (DOL), Natl Economic Council (NEC)

BROWNSTEIN (BHFS, LLP) OBO APOLLO GLOBAL MANAGEMENT via RUTLEDGE POLICY GROUP, LLC

2026 · first_quarter · Q1

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

Assigned issues and filing targets (1 issues)

RET

Retirement

401(k) Investments in Alternative Assets - Agency Guidance Pension Risk Transfer - Agency Guidance

Filing targets: Labor, Dept of (DOL)

AMERICAN RETIREMENT ASSOCIATION via RUTLEDGE POLICY GROUP, LLC

2026 · first_quarter · Q1

Firm income: $60,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

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

BROWNSTEIN (BHFS, LLP) OBO UNIVERSAL SAVINGS FOR AMERICANS via RUTLEDGE POLICY GROUP, LLC

2025 · fourth_quarter · Q4

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

Assigned issues and filing targets (1 issues)

RET

Retirement

Universal Retirement Savings Legislation

Filing targets: Natl Economic Council (NEC), SENATE

APOLLO GLOBAL MANAGEMENT. INC. via RUTLEDGE POLICY GROUP, LLC

2025 · fourth_quarter · Q4

Firm income: $60,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

401(k) Investments in Alternative Assets; Pension Risk Transfer - Agency Guidance

Filing targets: Labor, Dept of (DOL), Natl Economic Council (NEC)

BROWNSTEIN (BHFS, LLP) OBO POLICY AND TAXATION GROUP via RUTLEDGE POLICY GROUP, LLC

2025 · fourth_quarter · Q4

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

Assigned issues and filing targets (1 issues)

TAX

Taxation/Internal Revenue Code

H.R. 1 - Treatment of Excess Business Losses General Business Tax Issues

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

BROWNSTEIN (BHFS, LLP) OBO APOLLO GLOBAL MANAGEMENT via RUTLEDGE POLICY GROUP, LLC

2025 · fourth_quarter · Q4

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

Assigned issues and filing targets (1 issues)

RET

Retirement

401(k) Investments in Alternative Assets - Agency Guidance Pension Risk Transfer - Agency Guidance

Filing targets: Labor, Dept of (DOL)

AMERICAN RETIREMENT ASSOCIATION via RUTLEDGE POLICY GROUP, LLC

2025 · fourth_quarter · Q4

Firm income: $60,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

General Retirement Savings Legislation - All Provisions General 401(k) and 403(b) legislation- All provisions 401(k) Investments in Alternative Assets - Agency Guidance

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

BROWNSTEIN (BHFS, LLP) OBO UNIVERSAL SAVINGS FOR AMERICANS via RUTLEDGE POLICY GROUP, LLC

2025 · third_quarter · Q3

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

Assigned issues and filing targets (1 issues)

RET

Retirement

Universal Retirement Savings Legislation

Filing targets: Natl Economic Council (NEC), SENATE

APOLLO GLOBAL MANAGEMENT. INC. via RUTLEDGE POLICY GROUP, LLC

2025 · third_quarter · Q3

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

Assigned issues and filing targets (1 issues)

RET

Retirement

401(k) Investments in Alternative Assets; Pension Risk Transfer - Agency Guidance

Filing targets: Labor, Dept of (DOL), Natl Economic Council (NEC)

BROWNSTEIN (BHFS, LLP) OBO UNIVERSAL SAVINGS FOR AMERICANS via RUTLEDGE POLICY GROUP, LLC

2025 · third_quarter · RR

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

Assigned issues and filing targets (1 issues)

RET

Retirement

Universal Retirement Savings Legislation

APOLLO GLOBAL MANAGEMENT. INC. via RUTLEDGE POLICY GROUP, LLC

2025 · third_quarter · RR

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

Assigned issues and filing targets (1 issues)

RET

Retirement

401(k) Investments in Alternative Assets; Pension Risk Transfer - Agency Guidance

BROWNSTEIN (BHFS, LLP) OBO POLICY AND TAXATION GROUP via RUTLEDGE POLICY GROUP, LLC

2025 · third_quarter · Q3

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

Assigned issues and filing targets (1 issues)

TAX

Taxation/Internal Revenue Code

H.R. 1 - Treatment of Excess Business Losses

Filing targets: SENATE

BROWNSTEIN (BHFS, LLP) OBO APOLLO GLOBAL MANAGEMENT via RUTLEDGE POLICY GROUP, LLC

2025 · third_quarter · Q3

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

Assigned issues and filing targets (1 issues)

RET

Retirement

401(k) Investments in Alternative Assets - Agency Guidance

Filing targets: Labor, Dept of (DOL), White House Office

BROWNSTEIN (BHFS, LLP) OBO CONSTELLATION ENERGY GENERATION, LLC FKA EXELON via RUTLEDGE POLICY GROUP, LLC

2025 · third_quarter · Q3

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

Assigned issues and filing targets (1 issues)

LBR

Labor Issues/Antitrust/Workplace

Implementation of the Inflation Reduction Act of 2022; Department of Labor; Prevailing Wage Issues

Filing targets: Labor, Dept of (DOL)

AMERICAN RETIREMENT ASSOCIATION via RUTLEDGE POLICY GROUP, LLC

2025 · third_quarter · Q3

Firm income: $60,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

General Retirement Savings Legislation - All Provisions General 401(k) and 403(b) legislation- All provisions 401(k) Investments in Alternative Assets - Agency Guidance

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

BROWNSTEIN (BHFS, LLP) OBO POLICY AND TAXATION GROUP via RUTLEDGE POLICY GROUP, LLC

2025 · second_quarter · Q2

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

Assigned issues and filing targets (1 issues)

TAX

Taxation/Internal Revenue Code

H.R. 1 - Treatment of Excess Business Losses

Filing targets: SENATE

BROWNSTEIN (BHFS, LLP) OBO APOLLO GLOBAL MANAGEMENT via RUTLEDGE POLICY GROUP, LLC

2025 · second_quarter · Q2

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

Assigned issues and filing targets (1 issues)

RET

Retirement

401(k) Investments in Alternative Assets - Agency Guidance

Filing targets: Labor, Dept of (DOL), White House Office

BROWNSTEIN (BHFS, LLP) OBO CONSTELLATION ENERGY GENERATION, LLC FKA EXELON via RUTLEDGE POLICY GROUP, LLC

2025 · second_quarter · Q2

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

Assigned issues and filing targets (1 issues)

LBR

Labor Issues/Antitrust/Workplace

Implementation of the Inflation Reduction Act of 2022; Department of Labor; Prevailing Wage Issues

Filing targets: Labor, Dept of (DOL)

AMERICAN RETIREMENT ASSOCIATION via RUTLEDGE POLICY GROUP, LLC

2025 · second_quarter · Q2

Firm income: $45,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

General Retirement Savings Legislation - All Provisions General 401(k) and 403(b) legislation- All provisions 401(k) Investments in Alternative Assets - Agency Guidance

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

BROWNSTEIN (BHFS, LLP) OBO POLICY AND TAXATION GROUP via RUTLEDGE POLICY GROUP, LLC

2025 · second_quarter · RR

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

Assigned issues and filing targets (1 issues)

TAX

Taxation/Internal Revenue Code

H.R.1- business tax provisions

BROWNSTEIN (BHFS, LLP) OBO APOLLO GLOBAL MANAGEMENT via RUTLEDGE POLICY GROUP, LLC

2025 · second_quarter · RR

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

Assigned issues and filing targets (1 issues)

RET

Retirement

Retirement plan investments in private assets; Retirement plan use of annuities; and Pension Risk Transfer.

BROWNSTEIN (BHFS, LLP) OBO CONSTELLATION ENERGY GENERATION, LLC FKA EXELON via RUTLEDGE POLICY GROUP, LLC

2025 · first_quarter · Q1

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

Assigned issues and filing targets (1 issues)

LBR

Labor Issues/Antitrust/Workplace

Implementation of the Inflation Reduction Act of 2022; Department of Labor; Prevailing Wage Issues

Filing targets: Labor, Dept of (DOL)

AMERICAN RETIREMENT ASSOCIATION via RUTLEDGE POLICY GROUP, LLC

2025 · first_quarter · Q1

Firm income: $45,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

General Retirement Savings Legislation - All Provisions SECURE 2.0 Act of 2022 - Technical Corrections General 401(k) and 403(b) legislation- All provisions

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

BROWNSTEIN (BHFS, LLP) OBO CONSTELLATION ENERGY GENERATION, LLC FKA EXELON via RUTLEDGE POLICY GROUP, LLC

2024 · fourth_quarter · Q4

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

Assigned issues and filing targets (1 issues)

LBR

Labor Issues/Antitrust/Workplace

Implementation of the Inflation Reduction Act of 2022; Department of Labor; Prevailing Wage Issues

Filing targets: Labor, Dept of (DOL)

BROWNSTEIN (BHFS, LLP) OBO CONSTELLATION ENERGY GENERATION, LLC FKA EXELON via RUTLEDGE POLICY GROUP, LLC

2024 · fourth_quarter · RR

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

Assigned issues and filing targets (1 issues)

LBR

Labor Issues/Antitrust/Workplace

Implementation of the Inflation Reduction Act of 2022; Department of Labor; Prevailing Wage Issues

AMERICAN RETIREMENT ASSOCIATION via RUTLEDGE POLICY GROUP, LLC

2024 · fourth_quarter · Q4

Firm income: $45,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

General Retirement Savings Legislation - All Provisions SECURE 2.0 Act of 2022 - Technical Corrections General 401(k) and 403(b) legislation- All provisions

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

AMERICAN RETIREMENT ASSOCIATION via RUTLEDGE POLICY GROUP, LLC

2024 · third_quarter · Q3

Firm income: $45,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

General Retirement Savings Legislation - All Provisions SECURE 2.0 Act of 2022 - Technical Corrections General 401(k) and 403(b) legislation- All provisions

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

AMERICAN RETIREMENT ASSOCIATION via RUTLEDGE POLICY GROUP, LLC

2024 · second_quarter · Q2

Firm income: $45,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

General Retirement Savings Legislation - All Provisions SECURE 2.0 Act of 2022 - Technical Corrections General 401(k) legislation- All provisions

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

AMERICAN RETIREMENT ASSOCIATION via RUTLEDGE POLICY GROUP, LLC

2024 · first_quarter · Q1

Firm income: $45,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

General Retirement Savings Legislation - All Provisions SECURE 2.0 Act of 2022 - Technical Corrections General 401(k) legislation- All provisions

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

AMERICAN RETIREMENT ASSOCIATION via RUTLEDGE POLICY GROUP, LLC

2023 · fourth_quarter · Q4

Firm income: $45,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

General Retirement Savings Legislation - All Provisions SECURE 2.0 Act of 2022 - Technical Corrections

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

AMERICAN RETIREMENT ASSOCIATION via RUTLEDGE POLICY GROUP, LLC

2023 · third_quarter · Q3

Firm income: $45,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

General Retirement Savings Legislation - All Provisions SECURE 2.0 Act of 2022 - Technical Corrections

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

AMERICAN RETIREMENT ASSOCIATION via RUTLEDGE POLICY GROUP, LLC

2023 · second_quarter · Q2

Firm income: $45,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

General Retirement Savings Legislation - All Provisions SECURE 2.0 Act of 2022 - Technical Corrections

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

AMERICAN RETIREMENT ASSOCIATION via RUTLEDGE POLICY GROUP, LLC

2023 · first_quarter · Q1

Firm income: $45,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

General Retirement Savings Legislation - All Provisions SECURE 2.0 Act of 2022 - Technical Corrections Impact of retirement plan participants of SEC's proposed swing pricing proposal

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

BROWNSTEIN HYATT FARBER SCHRECK LLP OBO PERCY ROCKDALE LLC, via RUTLEDGE POLICY GROUP, LLC

2022 · fourth_quarter · Q4

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

Assigned issues and filing targets (1 issues)

RET

Retirement

Tax treatment of retirement accounts

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

PFIZER, INC. via RUTLEDGE POLICY GROUP, LLC

2022 · fourth_quarter · Q4

Firm income: $15,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

TAX

Taxation/Internal Revenue Code

Treatment of third-party assistance in relation to health savings accounts and high deductible health plans

Filing targets: Treasury, Dept of

AMERICAN RETIREMENT ASSOCIATION via RUTLEDGE POLICY GROUP, LLC

2022 · fourth_quarter · Q4

Firm income: $45,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

General Retirement Savings Legislation - all provisions. Securing a Strong Retirement Act of 2022 (HR 2954) - all provisions RISE Act (HR 5891) - all provisions Retirement Security and Savings Act of 2021 (S. 1776) - all provisions RISE & SHINE Act (S. 4353) - all provisions EARN Act (S 4808) - all provisions

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

BROWNSTEIN HYATT FARBER SCHRECK LLP OBO PERCY ROCKDALE LLC, via RUTLEDGE POLICY GROUP, LLC

2022 · fourth_quarter · RR

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

Assigned issues and filing targets (1 issues)

RET

Retirement

Tax treatment of retirement accounts

BROWNSTEIN HYATT FARBER SCHRECK LLP OBO ALLEN BARBARICH via RUTLEDGE POLICY GROUP, LLC

2022 · second_quarter · 2@

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

Assigned issues and filing targets (1 issues)

RET

Retirement

Issues related to retirement - H.R. 5376 - Build Back Better Act

Filing targets: SENATE

PFIZER, INC. via RUTLEDGE POLICY GROUP, LLC

2022 · third_quarter · Q3

Firm income: $15,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

TAX

Taxation/Internal Revenue Code

Treatment of third-party assistance in relation to health savings accounts and high deductible health plans

Filing targets: Treasury, Dept of

BROWNSTEIN HYATT FARBER SCHRECK LLP OBO ATHENE HOLDING via RUTLEDGE POLICY GROUP, LLC

2022 · third_quarter · Q3

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

Assigned issues and filing targets (1 issues)

RET

Retirement

Issues related to retirement - H.R. 5891 - RISE Act Issues related to retirement - H.R. 2954 - Securing a Strong Retirement Act of 2022 Issues related to retirement - S. 4353 - RISE & SHINE Act of 2022

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

AMERICAN RETIREMENT ASSOCIATION via RUTLEDGE POLICY GROUP, LLC

2022 · third_quarter · Q3

Firm income: $45,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

BROWNSTEIN HYATT FARBER SCHRECK LLP OBO ATHENE HOLDING via RUTLEDGE POLICY GROUP, LLC

2022 · second_quarter · Q2

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

Assigned issues and filing targets (1 issues)

RET

Retirement

Filing targets: SENATE

AMERICAN RETIREMENT ASSOCIATION via RUTLEDGE POLICY GROUP, LLC

2022 · second_quarter · Q2

Firm income: $45,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

PFIZER, INC. via RUTLEDGE POLICY GROUP, LLC

2022 · second_quarter · Q2

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

Assigned issues and filing targets (1 issues)

TAX

Taxation/Internal Revenue Code

Treatment of third-party assistance in relation to health savings accounts and high deductible health plans

Filing targets: Treasury, Dept of

PFIZER, INC. via RUTLEDGE POLICY GROUP, LLC

2022 · second_quarter · RR

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

Assigned issues and filing targets (1 issues)

TAX

Taxation/Internal Revenue Code

Treatment of third-party assistance in relation to health savings accounts and high deductible health plans

BROWNSTEIN HYATT FARBER SCHRECK LLP OBO ALLEN BARBARICH via RUTLEDGE POLICY GROUP, LLC

2022 · first_quarter · Q1

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

Assigned issues and filing targets (1 issues)

RET

Retirement

Issues related to retirement - H.R. 5376 - Build Back Better Act

Filing targets: SENATE

BROWNSTEIN HYATT FARBER SCHRECK LLP OBO ATHENE HOLDING via RUTLEDGE POLICY GROUP, LLC

2022 · first_quarter · Q1

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

Assigned issues and filing targets (1 issues)

RET

Retirement

Issues related to retirement - H.R. 5891 - RISE Act Issues related to retirement - H.R. 2954 - Securing a Strong Retirement Act of 2022

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

AMERICAN RETIREMENT ASSOCIATION via RUTLEDGE POLICY GROUP, LLC

2022 · first_quarter · Q1

Firm income: $45,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

General Retirement Savings Legislation - all provisions. Securing a Strong Retirement Act of 2022 (HR 2954) - all provisions RISE Act (HR 5891) - all provisions Retirement Security and Savings Act of 2021 (S. 1776) - all provisions Reconciliation Legislation - retirement plan provisions

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

BROWNSTEIN HYATT FARBER SCHRECK LLP OBO ATHENE HOLDING via RUTLEDGE POLICY GROUP, LLC

2021 · fourth_quarter · Q4

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

Assigned issues and filing targets (1 issues)

RET

Retirement

Issues related to retirement - H.R. 5891 - RISE Act

Filing targets: SENATE

BROWNSTEIN HYATT FARBER SCHRECK LLP OBO ALLEN BARBARICH via RUTLEDGE POLICY GROUP, LLC

2021 · fourth_quarter · Q4

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

Assigned issues and filing targets (1 issues)

RET

Retirement

Issues related to retirement - H.R. 5376 - Build Back Better Act

Filing targets: SENATE

BROWNSTEIN HYATT FARBER SCHRECK LLP OBO ATHENE HOLDING via RUTLEDGE POLICY GROUP, LLC

2021 · fourth_quarter · RR

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

Assigned issues and filing targets (1 issues)

RET

Retirement

Issues Related to Retirement - H.R. 5891 - RISE Act

BROWNSTEIN HYATT FARBER SCHRECK LLP OBO ALLEN BARBARICH via RUTLEDGE POLICY GROUP, LLC

2021 · fourth_quarter · RR

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

Assigned issues and filing targets (1 issues)

RET

Retirement

Issues related to retirement - H.R.5376 - Build Back Better Act

AMERICAN RETIREMENT ASSOCIATION via RUTLEDGE POLICY GROUP, LLC

2021 · fourth_quarter · Q4

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

Assigned issues and filing targets (1 issues)

RET

Retirement

Retirement Savings Legislation - all provisions. SECURE 2.0 (HR 2954) - all provisions Reconciliation Legislation - retirement plan provisions

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

AMERICAN RETIREMENT ASSOCIATION via RUTLEDGE POLICY GROUP, LLC

2021 · third_quarter · Q3

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

Assigned issues and filing targets (1 issues)

RET

Retirement

Retirement Savings Legislation - all provisions. SECURE 2.0 (HR 2954) - all provisions Reconciliation Legislation - retirement plan provisions

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

AMERICAN RETIREMENT ASSOCIATION via RUTLEDGE POLICY GROUP, LLC

2021 · third_quarter · RA

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

Assigned issues and filing targets (1 issues)

RET

Retirement

Retirement Savings Legislation - all provisions

BROWNSTEIN HYATT FARBER SCHRECK LLP OBO AMERIPRISE via RUTLEDGE POLICY GROUP, LLC

2021 · second_quarter · Q2

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

Assigned issues and filing targets (1 issues)

RET

Retirement

Retirement policy proposals impact on life insurance, specifically revisions to fiduciary rules.

Filing targets: SENATE

BROWNSTEIN HYATT FARBER SCHRECK LLP OBO AMERIPRISE via RUTLEDGE POLICY GROUP, LLC

2021 · second_quarter · RR

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

Assigned issues and filing targets (1 issues)

RET

Retirement

Retirement Policy Proposals Impact of Tax Changes on Life Insurance

NORTON ROSE FULBRIGHT US LLP via RUTLEDGE POLICY GROUP, LLC

2021 · second_quarter · 2T

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

Assigned issues and filing targets (1 issues)

RET

Retirement

Single employer pension funding relief (American Rescue Plan Act) - all provisions

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

NORTON ROSE FULBRIGHT US LLP via RUTLEDGE POLICY GROUP, LLC

2021 · first_quarter · Q1

Firm income: $60,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

Single employer pension funding relief (American Rescue Plan Act) - all provisions

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

AMERICAN RETIREMENT ASSOCIATION via RUTLEDGE POLICY GROUP, LLC

2021 · first_quarter · 1T

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

Assigned issues and filing targets (1 issues)

RET

Retirement

Retirement Savings Legislation - all provisions Student Loan Matching - defined contribution plans

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

AMERICAN RETIREMENT ASSOCIATION via RUTLEDGE POLICY GROUP, LLC

2020 · fourth_quarter · Q4

Firm income: $17,333Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

Retirement Savings Legislation - all provisions Partial Plan Termination Rules - defined contribution plans Student Loan Matching - defined contribution plans

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

NORTON ROSE FULBRIGHT US LLP via RUTLEDGE POLICY GROUP, LLC

2020 · fourth_quarter · Q4

Firm income: $60,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

Single-Employer Defined Benefit Pension Plan Funding

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

AMERICAN RETIREMENT ASSOCIATION via RUTLEDGE POLICY GROUP, LLC

2020 · fourth_quarter · RR

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

Assigned issues and filing targets (1 issues)

RET

Retirement

Retirement Policy and Legislation

NORTON ROSE FULBRIGHT US LLP via RUTLEDGE POLICY GROUP, LLC

2020 · third_quarter · Q3

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

Assigned issues and filing targets (1 issues)

RET

Retirement

Single-Employer Defined Benefit Pension Plan Funding

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

NORTON ROSE FULBRIGHT US LLP via RUTLEDGE POLICY GROUP, LLC

2020 · third_quarter · RR

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

Assigned issues and filing targets (1 issues)

RET

Retirement

Single Employer Pension Funding