LD-2 disclosure · 1st Quarter - Report
AMERICAN RETIREMENT ASSOCIATION (FORMERLY ASPPA)
Client
- Name
- AMERICAN RETIREMENT ASSOCIATION (FORMERLY ASPPA)
- Description
- Educator and policy advocate for retirement plan industry
- Location
- Virginia · United States of America
Registrant
- Description
- Government affairs.
- Location
- Washington, District of Columbia, United States of America
Lobbying activities
2 issuesTaxation/Internal Revenue Code
Legislative issues related to retirement and pension plans, financial transactions tax, retirement security and changes to securities laws.
LobbyistsSHANNON FINLEY · DE'ANA DOW · DAVID OLANDER · ANN JABLON · MONIQUE FRAZIER · CAITLIN CANTER · JEFFREY CARROLL · DAVID BRIDGES
Covered position (DAVID BRIDGES): Tax Counsel, Sen. John Barrasso; Tax Counsel, Rep. Tom Reed.
TargetedSENATE · HOUSE OF REPRESENTATIVES
Financial Institutions/Investments/Securities
The provision proposed in SECURE 2.0 would provide federal securities law exemptions for certain investments by retirement plans under Section 403(b) of the Internal Revenue Code (the Code) to achieve parity with the exemptions provided for investments by other types of retirement plans.
LobbyistsSHANNON FINLEY · MONIQUE FRAZIER
TargetedSENATE · HOUSE OF REPRESENTATIVES