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H.R. 3469119th CongressReferred to the House Committee on Ways and Means.

Tax Relief for Victims of Crimes, Scams, and Disasters Act

Introduced: May 15, 2025
Latest action: May 15, 2025

Latest Action

Referred to the House Committee on Ways and Means.

1
Primary Sponsors
27
Cosponsors
2
Recorded Actions
0
Linked Votes

Plain-English AI Summary

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Official Summary

Official legislative summary associated with this bill.

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Primary Sponsors

Members listed as primary sponsors of this legislation.

Cosponsors

Members who joined this legislation as cosponsors.

Jimmy Panetta

Jimmy Panetta

Democrat • California • District 19

Original Cosponsor

May 15, 2025

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Laurel M. Lee

Laurel M. Lee

Republican • Florida • District 15

May 20, 2025

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Zachary Nunn

Zachary Nunn

Republican • Iowa • District 3

Jun 24, 2025

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Becca Balint

Becca Balint

Democrat • Vermont

Jun 24, 2025

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Brandon Gill

Brandon Gill

Republican • Texas • District 26

Jun 27, 2025

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April McClain Delaney

April McClain Delaney

Democrat • Maryland • District 6

Jul 2, 2025

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Lori Trahan

Lori Trahan

Democrat • Massachusetts • District 3

Aug 26, 2025

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Erin Houchin

Erin Houchin

Republican • Indiana • District 9

Aug 26, 2025

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Michael Lawler

Michael Lawler

Republican • New York • District 17

Oct 28, 2025

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Sarah McBride

Sarah McBride

Democrat • Delaware

Feb 2, 2026

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Tony Wied

Tony Wied

Republican • Wisconsin • District 8

Feb 9, 2026

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Nancy Mace

Nancy Mace

Republican • South Carolina • District 1

Feb 23, 2026

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Kristen McDonald Rivet

Kristen McDonald Rivet

Democrat • Michigan • District 8

Feb 23, 2026

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Addison P. McDowell

Addison P. McDowell

Republican • North Carolina • District 6

Mar 5, 2026

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Juan Vargas

Juan Vargas

Democrat • California • District 52

Apr 20, 2026

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Jennifer A. Kiggans

Jennifer A. Kiggans

Republican • Virginia • District 2

Apr 20, 2026

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Suhas Subramanyam

Suhas Subramanyam

Democrat • Virginia • District 10

May 13, 2026

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George Whitesides

George Whitesides

Democrat • California • District 27

May 14, 2026

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Chris Pappas

Chris Pappas

Democrat • New Hampshire • District 1

Jun 23, 2026

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Blake D. Moore

Blake D. Moore

Republican • Utah • District 1

Jun 24, 2026

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Maggie Goodlander

Maggie Goodlander

Democrat • New Hampshire • District 2

Aug 3, 2026

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Haley M. Stevens

Haley M. Stevens

Democrat • Michigan • District 11

Aug 3, 2026

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Seth Magaziner

Seth Magaziner

Democrat • Rhode Island • District 2

Aug 3, 2026

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Donald G. Davis

Donald G. Davis

Democrat • North Carolina • District 1

Aug 3, 2026

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Shri Thanedar

Shri Thanedar

Democrat • Michigan • District 13

Aug 3, 2026

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Herbert C. Conaway

Herbert C. Conaway

Democrat • New Jersey • District 3

Aug 3, 2026

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Lois Frankel

Lois Frankel

Democrat • Florida • District 22

Aug 3, 2026

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Recorded Actions

Official legislative actions recorded for this measure.

H11100May 15, 2025

Referred to the House Committee on Ways and Means.

Official source ↗
Intro-HMay 15, 2025

Introduced in House

Official source ↗

Linked Votes

Roll-call votes associated with this legislation.

No roll-call votes are currently linked to this bill.

Lobbying Activity

Federal lobbying disclosures that explicitly identify H.R. 3469. These records show reported lobbying involving the legislation; they do not establish that every member of Congress, sponsor, or voter was personally contacted.

AMERICAN LAND TITLE ASSOCIATION

Registrant: AMERICAN LAND TITLE ASSOCIATION

2nd Quarter (Apr 1 - June 30)
Jul 20, 2026

Reported lobbying issue

Consumer Issues/Safety/Products: HR 8413 - SECURE Data Act HR 8398 - GUARD Financial Data Act General education on data privacy and impacts of potential legislation on the efficient and safe transfer of property. Financial Institutions/Investments/Securities: FINCEN-2024-0005-0001 "Anti-Money Laundering Regulations for Residential Real Estate Transfers" Final rule to combat and deter money laundering in the U.S. residential real estate sector by increasing transparency. Budget/Appropriations: Proposed Financial Services and General Government Appropriations report language to narrow the FinCEN proposed real estate reporting rule. H.R.8845 - Commerce, Justice, Science, and Related Agencies Appropriations Act, 2027 - Report language on real estate related fraud Senate Commerce, Justice, Science, and Related Agencies Appropriations Act, 2027 - Report language on real estate related fraud Real Estate/Land Use/Conservation: General education on the risks posed by unregulated alternatives to title insurance. HR 3206, the Protecting Americas Property Rights Act, whole bill HR 1777, the Securing and Enabling Commerce Using Remote and Electronic (SECURE) Notarization Act, whole bill S 1560, the Securing and Enabling Commerce Using Remote and Electronic (SECURE) Notarization Act, whole bill HR 1640, Heirs Estate Inheritance Resolution and Succession Act of 2025, Whole bill HR 1608, Heirs Empowerment and Inheritance Rights Act of 2025, Whole bill HR 6644, 21st Century ROAD to Housing Act, whole bill H.R.5387 Save the American Dream Act, whole bill HR. 4576, Build More Housing Near Transit Act of 2025, whole bill S. 2363, Build More Housing Near Transit Act of 2025, whole bill Draft legislation to allow for data sharing among real estate companies around real estate related fraud Reintroduction of the Good DEED Act General education on real estate related fraud. General education related to the FHFA Title Acceptance Pilot Program. General education on blockchain technology and its use in real estate. Reauthorization of the National Flood Insurance Program Reauthorization Terrorism Risk Insurance Act (TRIA) Taxation/Internal Revenue Code: HR 1340, More Homes on the Market Act S3332, More Homes on the Market Act HR 2410, Revitalizing Downtowns and Main Streets Act S. 1773, the Tax Relief for Victims of Crimes, Scams, and Disasters Act, whole bill HR 3469, the Tax Relief for Victims of Crimes, Scams, and Disasters Act, whole bill General education on the impacts of various tax provisions on the supply of housing Indian/Native American Affairs: Draft legislation to authorize any Indian Tribe to lease, sell, convey, warrant or otherwise transfer real property to which that Indian Tribe holds fee title without the consent of the Federal Government.

Government entities reported: Consumer Financial Protection Bureau (CFPB) Federal Trade Commission (FTC) HOUSE OF REPRESENTATIVES SENATE Executive Office of the President (EOP) Financial Crimes Enforcement Network (FinCEN) Federal Housing Finance Agency (FHFA) Housing & Urban Development, Dept of (HUD) Treasury, Dept of

Reported filing-period amount: $260,000

This is the amount reported for the filing/reporting period and should not be interpreted as money spent lobbying this bill alone.

View official LDA filing ↗

AMERICAN LAND TITLE ASSOCIATION

Registrant: AMERICAN LAND TITLE ASSOCIATION

4th Quarter (Oct 1 - Dec 31)
Jan 20, 2026

Reported lobbying issue

Financial Institutions/Investments/Securities: FINCEN-2024-0005-0001 "Anti-Money Laundering Regulations for Residential Real Estate Transfers" Final rule to combat and deter money laundering in the U.S. residential real estate sector by increasing transparency. Budget/Appropriations: Financial Services and General Government Appropriations report language to narrow the FinCEN proposed real estate reporting rule. H.R.5371 - Continuing Appropriations, Agriculture, Legislative Branch, Military Construction and Veterans Affairs, and Extensions Act, 2026 Real Estate/Land Use/Conservation: General education on the risks posed by unregulated alternatives to title insurance. HR 3206, the Protecting Americas Property Rights Act, whole bill HR 1777, the Securing and Enabling Commerce Using Remote and Electronic (SECURE) Notarization Act, whole bill S 1560, the Securing and Enabling Commerce Using Remote and Electronic (SECURE) Notarization Act, whole bill HR 1640, Heirs Estate Inheritance Resolution and Succession Act of 2025, Whole bill HR 1608, Heirs Empowerment and Inheritance Rights Act of 2025, Whole bill S. 2651, ROAD to Housing Act of 2025, whole bill HR 6644, Housing for the 21st Century Act, whole bill H.R.5387 Save the American Dream Act, whole bill HR. 4576, Build More Housing Near Transit Act of 2025, whole bill S. 2363, Build More Housing Near Transit Act of 2025, whole bill Reintroduction of the Good DEED Act General education on real estate related fraud. General education related to the FHFA Title Acceptance Pilot Program. General education on blockchain technology and its use in real estate. Reauthorization of the National Flood Insurance Program Reauthorization Terrorism Risk Insurance Act (TRIA) Taxation/Internal Revenue Code: HR 2410, Revitalizing Downtowns and Main Streets Act S. 1773, the Tax Relief for Victims of Crimes, Scams, and Disasters Act, whole bill HR 3469, the Tax Relief for Victims of Crimes, Scams, and Disasters Act, whole bill General education on the impacts of various tax provisions on the supply of housing Indian/Native American Affairs: Draft legislation to authorize any Indian Tribe to lease, sell, convey, warrant or otherwise transfer real property to which that Indian Tribe holds fee title without the consent of the Federal Government. Consumer Issues/Safety/Products: S. 2144, A bill to improve the safety and security of Members of Congress, immediate family members of Members of Congress, and congressional staff General education on data privacy and impacts of potential legislation on the efficient and safe transfer of property. Defense: S. 1071, National Defense Authorization Act (NDAA) for Fiscal Year (FY) 2026

Government entities reported: Executive Office of the President (EOP) Financial Crimes Enforcement Network (FinCEN) HOUSE OF REPRESENTATIVES SENATE Consumer Financial Protection Bureau (CFPB) Federal Housing Finance Agency (FHFA) Housing & Urban Development, Dept of (HUD) Treasury, Dept of Federal Trade Commission (FTC)

Reported filing-period amount: $270,000

This is the amount reported for the filing/reporting period and should not be interpreted as money spent lobbying this bill alone.

View official LDA filing ↗

AMERICAN LAND TITLE ASSOCIATION

Registrant: AMERICAN LAND TITLE ASSOCIATION

3rd Quarter (July 1 - Sep 30)
Oct 20, 2025

Reported lobbying issue

Financial Institutions/Investments/Securities: FINCEN-2024-0005-0001 "Anti-Money Laundering Regulations for Residential Real Estate Transfers" Final rule to combat and deter money laundering in the U.S. residential real estate sector by increasing transparency. Budget/Appropriations: Financial Services and General Government Appropriations report language to narrow the FinCEN proposed real estate reporting rule. H.R.1 - One Big Beautiful Bill Act - provisions related to taxation and housing H.R.5371 - Continuing Appropriations and Extensions Act, 2026 Defense: S.2296 - National Defense Authorization Act for Fiscal Year 2026, sections applicable to housing and real estate. Real Estate/Land Use/Conservation: General education on the risks posed by unregulated alternatives to title insurance. HR 3206, the Protecting Americas Property Rights Act, whole bill HR 1777, the Securing and Enabling Commerce Using Remote and Electronic (SECURE) Notarization Act, whole bill S1560, the Securing and Enabling Commerce Using Remote and Electronic (SECURE) Notarization Act, whole bill HR 1640, Heirs Estate Inheritance Resolution and Succession Act of 2025, Whole bill HR 1608, Heirs Empowerment and Inheritance Rights Act of 2025, Whole bill S. 2651, ROAD to Housing Act of 2025, whole bill Save the American Dream Act (awaiting bill number), whole bill HR. 4576, Build More Housing Near Transit Act of 2025, whole bill S. 2363, Build More Housing Near Transit Act of 2025, whole bill Reintroduction of the Good DEED Act General education on deed fraud and seller impersonation fraud. General education related to the FHFA Title Acceptance Pilot Program. General education on blockchain technology and its use in real estate. Reauthorization of the National Flood Insurance Program Taxation/Internal Revenue Code: HR 2410, Revitalizing Downtowns and Main Streets Act S. 1773, the Tax Relief for Victims of Crimes, Scams, and Disasters Act, whole bill HR 3469, the Tax Relief for Victims of Crimes, Scams, and Disasters Act, whole bill General education on the impacts of various tax provisions on the supply of housing Indian/Native American Affairs: Draft legislation to authorize any Indian Tribe to lease, sell, convey, warrant or otherwise transfer real property to which that Indian Tribe holds fee title without the consent of the Federal Government. Consumer Issues/Safety/Products: General education on data privacy and impacts of potential legislation on the efficient and safe transfer of property. Comments to the House Financial Services Committee on federal data privacy regulations and potential reform of the Gramm Leach Bliley Act S.2144 - A bill to improve the safety and security of Members of Congress, immediate family members of Members of Congress, and congressional staff

Government entities reported: Executive Office of the President (EOP) Financial Crimes Enforcement Network (FinCEN) HOUSE OF REPRESENTATIVES SENATE Consumer Financial Protection Bureau (CFPB) Federal Housing Finance Agency (FHFA) Housing & Urban Development, Dept of (HUD) Treasury, Dept of Federal Trade Commission (FTC)

Reported filing-period amount: $230,000

This is the amount reported for the filing/reporting period and should not be interpreted as money spent lobbying this bill alone.

View official LDA filing ↗

AMERICAN LAND TITLE ASSOCIATION

Registrant: AMERICAN LAND TITLE ASSOCIATION

3rd Quarter (July 1 - Sep 30)
Oct 15, 2025

Reported lobbying issue

Financial Institutions/Investments/Securities: FINCEN-2024-0005-0001 "Anti-Money Laundering Regulations for Residential Real Estate Transfers" Final rule to combat and deter money laundering in the U.S. residential real estate sector by increasing transparency. Budget/Appropriations: Financial Services and General Government Appropriations report language to narrow the FinCEN proposed real estate reporting rule. H.R.1 - One Big Beautiful Bill Act - provisions related to taxation and housing H.R.5371 - Continuing Appropriations and Extensions Act, 2026 Real Estate/Land Use/Conservation: General education on the risks posed by unregulated alternatives to title insurance. HR 3206, the Protecting Americas Property Rights Act, whole bill HR 1777, the Securing and Enabling Commerce Using Remote and Electronic (SECURE) Notarization Act, whole bill S1560, the Securing and Enabling Commerce Using Remote and Electronic (SECURE) Notarization Act, whole bill HR 1640, Heirs Estate Inheritance Resolution and Succession Act of 2025, Whole bill HR 1608, Heirs Empowerment and Inheritance Rights Act of 2025, Whole bill S. 2651, ROAD to Housing Act of 2025, whole bill Save the American Dream Act (awaiting bill number), whole bill HR. 4576, Build More Housing Near Transit Act of 2025, whole bill S. 2363, Build More Housing Near Transit Act of 2025, whole bill Reintroduction of the Good DEED Act General education on deed fraud and seller impersonation fraud. General education related to the FHFA Title Acceptance Pilot Program. General education on blockchain technology and its use in real estate. Reauthorization of the National Flood Insurance Program Taxation/Internal Revenue Code: HR 2410, Revitalizing Downtowns and Main Streets Act S. 1773, the Tax Relief for Victims of Crimes, Scams, and Disasters Act, whole bill HR 3469, the Tax Relief for Victims of Crimes, Scams, and Disasters Act, whole bill General education on the impacts of various tax provisions on the supply of housing Indian/Native American Affairs: Draft legislation to authorize any Indian Tribe to lease, sell, convey, warrant or otherwise transfer real property to which that Indian Tribe holds fee title without the consent of the Federal Government. Consumer Issues/Safety/Products: General education on data privacy and impacts of potential legislation on the efficient and safe transfer of property. Comments to the House Financial Services Committee on federal data privacy regulations and potential reform of the Gramm Leach Bliley Act S.2144 - A bill to improve the safety and security of Members of Congress, immediate family members of Members of Congress, and congressional staff Defense: S.2296 - National Defense Authorization Act for Fiscal Year 2026, sections applicable to housing and real estate.

Government entities reported: Executive Office of the President (EOP) Financial Crimes Enforcement Network (FinCEN) HOUSE OF REPRESENTATIVES SENATE Consumer Financial Protection Bureau (CFPB) Federal Housing Finance Agency (FHFA) Housing & Urban Development, Dept of (HUD) Treasury, Dept of Federal Trade Commission (FTC)

Reported filing-period amount: $360,000

This is the amount reported for the filing/reporting period and should not be interpreted as money spent lobbying this bill alone.

View official LDA filing ↗

AMERICAN LAND TITLE ASSOCIATION

Registrant: AMERICAN LAND TITLE ASSOCIATION

2nd Quarter (Apr 1 - June 30)
Jul 18, 2025

Reported lobbying issue

Financial Institutions/Investments/Securities: FINCEN-2024-0005-0001 "Anti-Money Laundering Regulations for Residential Real Estate Transfers" Final rule to combat and deter money laundering in the U.S. residential real estate sector by increasing transparency. RIN 1506-AB54 agency information collection activities including submission for OMB review, comment requests, and real estate reports. Budget/Appropriations: Financial Services and General Government Appropriations report language to narrow the FinCEN proposed real estate reporting rule. H.Con.Res.14 - Establishing the congressional budget for the United States Government for fiscal year 2025 and setting forth the appropriate budgetary levels for fiscal years 2026 through 2034 H.R.1 - One Big Beautiful Bill Act - provisions related to taxation and housing Real Estate/Land Use/Conservation: General education on the risks that unregulated alternative to title insurance. HR 3206, the Protecting Americas Property Rights Act, whole bill HR 1777, the Securing and Enabling Commerce Using Remote and Electronic (SECURE) Notarization Act, whole bill S1560, the Securing and Enabling Commerce Using Remote and Electronic (SECURE) Notarization Act, whole bill HR 1640, Heirs Estate Inheritance Resolution and Succession Act of 2025, Whole bill HR 1608, Heirs Empowerment and Inheritance Rights Act of 2025, Whole bill General education on deed fraud and seller impersonation fraud. General education related to the FHFA Title Acceptance Pilot Program. Reintroduction of S.5027 (118th) ROAD to Housing Act General education on blockchain technology and its use in real estate. Taxation/Internal Revenue Code: HR 2410, Revitalizing Downtowns and Main Streets Act S. 1773, the Tax Relief for Victims of Crimes, Scams, and Disasters Act, whole bill HR 3469, the Tax Relief for Victims of Crimes, Scams, and Disasters Act, whole bill General education on the impacts of various tax provisions on the supply of housing Indian/Native American Affairs: Draft legislation to authorize any Indian Tribe to lease, sell, convey, warrant or otherwise transfer real property to which that Indian Tribe holds fee title without the consent of the Federal Government. Consumer Issues/Safety/Products: General education on data privacy and impacts of potential legislation on the efficient and safe transfer of property.

Government entities reported: Executive Office of the President (EOP) Financial Crimes Enforcement Network (FinCEN) HOUSE OF REPRESENTATIVES SENATE Consumer Financial Protection Bureau (CFPB) Federal Housing Finance Agency (FHFA) Housing & Urban Development, Dept of (HUD) Treasury, Dept of Federal Trade Commission (FTC)

Reported filing-period amount: $250,000

This is the amount reported for the filing/reporting period and should not be interpreted as money spent lobbying this bill alone.

View official LDA filing ↗

NATIONAL ASSOCIATION OF REALTORS

Registrant: NATIONAL ASSOCIATION OF REALTORS

2nd Quarter (Apr 1 - June 30)
Jul 20, 2026

Reported lobbying issue

Consumer Issues/Safety/Products: Remote Online Notarization Discussions supporting H.R. 1777, S. 1561 Securing and Enabling Commerce Using Remote and Electronic (SECURE) Notarization Act. Discussions with the House and Senate on artificial intelligence and data privacy. Discussions supporting the Trigger Leads Abatement Act. Communications with the Department of Justice and the Federal Trade Commission on artificial intelligence. Discussions in support of H.R. 2808 Homebuyers Privacy Protection Act. Communications with the White House regarding federal technology policy. Financial Institutions/Investments/Securities: Communications with the Federal Housing Finance Agency regarding its strategic plan and housing goals, appraisal modernization, affordability issues, condominium rules, and GSE reform. Communications with Fannie Mae regarding condominium rule changes, second lien financing for FHA/VA shared equity, PACE, GSE reform and construction financing. Discussions supporting the Trigger Leads Abatement Act. Communications with the House and Senate regarding GSE reform proposals and housing affordability issues. Appraisal Issues Appraisal Modernization Act Communications with the Senate regarding institutional investor policies. Communications with the Department of Housing and Urban Development and the Federal Housing Administration regarding the 21st Century ROAD to Housing Act. Insurance: Natural Disasters Communications with the House of Representatives supporting H.R. 1491 Disaster Related Extension of Deadlines Act and H.R. 517 The Filing Relief for Natural Disasters Act. FEMA Act Communications with the House of Representatives supporting H.R. 1105, the Disaster Resiliency and Coverage Act that would provide pre-disaster mitigation grants and tax incentives for households to reduce the risk of real property damage due to natural disasters, including floods, hurricanes, and wildfires. Communications with the Senate supporting S.127 Whole Homes Repairs Act and the nomination of Travis Hill for the Federal Deposit Insurance Corporation. Government Accountability Office (GAO) Discussions regarding the National Flood Insurance Program. Federal Emergency Management Agency (FEMA) Communications regarding disaster mitigation and assistance, and flood insurance. Discussions with the Treasury Department/Federal Insurance Office regarding flood insurance and general insurance issues. Communications with the House of Representatives and Senate urging the extension of the National Flood Insurance Program. Communications with the House of Representatives supporting H.R. 7128 TRIA Program Reauthorization Act to extend the Terrorism Risk Insurance Program. Communications with the House of Representatives regarding association health plans and H.R. 6703 Lower Heath Care Premiums for All Americans Act. Communications with the National Oceanic and Atmospheric Administration regarding natural disasters. Housing: Housing Availability and Affordability HOUSES Act S.890/H.R. 1981 - Choice in Affordable Housing Act Yes in My Backyard Act Yes in God's Backyard Act S.470/HR1078 Respect for State Housing Laws Act S. 127 Whole Homes Repair Act S. 2651 Road to Housing Act H.R. 5387 Save American Dream Act H.R. 4659/S. 2416 Identifying Regulatory Barriers to Housing Supply Act Uplifting First Time Buyers Act H.R. 2525/S. 1203 Housing Vouchers Fairness Act H.R. 2840/S. 1229 Housing Supply Frameworks Act H.R. 6644 21st Century ROAD to Housing Act S. 3600 National Housing Emergency Act S. 3636/H.R. 7062 Build Housing, Unlock Benefits and Services (HUBS) Act H.R. 7349 Time to Heal Act H.R. 7282 Freeing Residential Affordable Markets from Excess Regulation (FRAMER) Act H.R. 7402 Unlocking Homeownership Act H.R. 7185 Home Savings Act S. 1527 Housing Affordability Act H.R. 5601 Faith in Housing Act Rental Housing Issues S.470/H.R. 1078 - Respect State Housing Laws Act VA Housing Issues H.R. 1815 - VA Home Loan Program Reform Act S.1932/H.R.3694 - VALID Act Communications with the Senate supporting S.127 Whole Homes Repairs Act and the 21st Century ROAD to Housing Act. Communications with the House of Representatives supporting the H.R. 5387 Save American Dream Act, H.R. 7349 Time to Heal Act, H.R. 7282 Freeing Residential Affordable Markets from Excess Regulation (FRAMER) Act, H.R. 7402 Unlocking Homeownership Act, H.R. 7185 Home Savings Act, H.R.7051 Investing in the American Dream Act. Communications with the House and Senate regarding the HOME program, FHA mortgage insurance premiums, Affirmatively Furthering Fair Housing, reducing barriers to housing, and housing affordability. Also, communications with the House and Senate supporting H.R. 4659/S. 2416 Identifying Regulatory Barriers to Housing Supply Act. Communications with the House and Senate regarding government-sponsored enterprise reform, portable mortgages, condominium changes, housing counseling programs, the VA Home Loan Guaranty Program, and home loan valuation policies. Communications with the House and Senate regarding H.R. 1640 HEIRS Act and H.R. 1607 HEIR Act. Department of Housing & Urban Development Communications regarding the Fair Housing Administration, single and multifamily housing support programs, housing counseling, Housing Choice Vouchers, FHA condominium rules, anti-flip rules the HOME program, the 21st Century ROAD to Housing Act, homelessness and housing policy priorities. Federal Housing Finance Agency Communications regarding GSE reform proposals, housing affordability issues, the 21st Century ROAD to Housing Act, and the CARES Act 30-Day notice requirement. Natural Disasters Communications with the House of Representatives supporting H.R. 1491 Disaster Related Extension of Deadlines Act and H.R. 517 The Filing Relief for Natural Disasters Act. Communications with the House of Representatives supporting the H.R. 1105 Disaster Resiliency and Coverage Act that would provide pre-disaster mitigation grants and tax incentives for households to reduce the risk of real property damage due to natural disasters, including floods, hurricanes, and wildfires. White House Communications regarding the sale of federal lands to create affordable housing, fair housing issues, and housing policy priorities. Also, communications regarding capital gains reform. Department of Veterans Affairs (VA) Communications regarding the Veterans Affairs Home Loan Guaranty program, the buyer-broker fee rule, and VA housing programs, and reducing regulatory barriers. U.S. Department of Agriculture (USDA) Communications regarding Rural Housing Service Programs and affordability. Communications with the Senate regarding the S.3600 National Housing Emergency Act. Communications with the Senate regarding supporting permitting reform and the S. 3636/H.R. 7062 Build Housing, Unlock Benefits and Services (HUBS) Act. Taxation/Internal Revenue Code: Housing Affordability and Availability H.R.1 One Big Beautiful Bill Act H.R. 1340 More Homes on the Market Act H.R. 2854 Neighborhood Homes Investment Act S.1515/H.R.2725 -Affordable Housing Credit Improvement Act H.R. 7349 Time to Heal Act H.R. 7185 Home Savings Act H.R. 7051 Investing in the American Dream Act H.R. 7402 Unlocking Homeownership Act Tax Reform H.R.1 One Big Beautiful Bill Act H.R 4327 No Tax on Home Sales Act H.R 1454/S. 631 Rural Historic Tax Credit Improvement Act H.R. 3469/S. 177 Tax Relief for Victims of Crime Scams and Disasters Act Communications with the House and Senate regarding protecting the 1031 like-kind exchange, capital gains tax, IRC Section 121 exclusion increase, the State and Local Tax deduction (SALT), and tax incentives to increase housing, and conversion of commercial property to residential units. Converting Commercial Real Estate to Housing H.R. 2410 Revitalizing Downtowns and Mainstreets Act 199A Deduction H.R.1 - One Big Beautiful Bill Act S.213/HR703 Main Street Tax Certainty Act H.R. 1301 Death Tax Repeal Act Natural Disasters H.R.1105 - Disaster Resiliency and Coverage Act Communications with the House of Representatives supporting H.R. 1491 Disaster Related Extension of Deadlines Act and H.R. 517 The Filing Relief for Natural Disasters Act. Employer Student Loan Repayment Deduction S.772/H.R.1801 - Employer Participation in Repayment Act Communications with the House and Senate regarding commercial real estate conversions to housing, 1031 like-kind exchanges, capital gains tax policy, tax incentives to increase housing supply, and the IRC Section 121 exclusion increasing. Civil Rights/Civil Liberties: Discussions with the Senate and House of Representatives on fair housing issues, Affirmatively Furthering Fair Housing, the housing supply framework, the Fair and Equal Housing Act, the Equal Credit and Opportunity Act, Fair Housing Initiative Programs, and Fair Housing Assistance Programs. Department of Housing & Urban Development Communications regarding housing counseling, FHA programs, fair housing, and federal lands. Federal Housing Finance Agency and Department of Housing and Urban Development Communications regarding fair housing programs and GSE policy. Communications with the White House regarding fair housing programs and enforcement. Banking: Access to Banking for Cannabis Businesses S. 4942/H.R. 9471 SAFE/SAFER Banking Act Banking Regulations S.1467/H.R.2808 - Homebuyers Privacy Protection Act H.R. 5404/S. 1465 Credit Access and Inclusion Act Discussions with the House of Representatives and Senate regarding artificial intelligence and data privacy. Communications to the Senate expression support for S. 2651 Renewing Opportunity in the American Dream Act (ROAD to Housing Act). Communications with the Treasury Department regarding Trump Accounts, FINCEN rules/beneficial ownership, institutional investors, the residential real estate rule and anti-money laundering regulations. Environment/Superfund: Communications with the Senate supporting S.127 Whole Homes Repairs Act and Build the American Dream Act. Natural Disasters Communications with the House of Representatives supporting H.R. 1491 Disaster Related Extension of Deadlines Act and H.R. 517 The Filing Relief for Natural Disasters Act. Communications with the House of Representatives regarding the H.R. 4669 Fixing Emergency Management for Americans (FEMA) Act. House of Representatives Communications supporting H.R. 1105, the Disaster Resiliency and Coverage Act that would provide pre-disaster mitigation grants and tax incentives for households to reduce the risk of real property damage due to natural disasters, including floods, hurricanes, and wildfires. Communications about the lead dust rule. Environmental Protection Agency (EPA) Communications regarding the Clean Water Act, Waters of the U.S. rule, lead paint regulations, and RRP certification. Communications with the Department of the Interior regarding grazing rights, the Colorado River Compact, and the Endangered Species Act. Communications with the House of Representatives regarding H.R. 3898 Promoting Efficient Review for Modern Infrastructure Today (PERMIT) Act. Communications with the House and Senate regarding H.R. 4626 Home Appliance Protection and Affordability Act. Labor Issues/Antitrust/Workplace: Independent Contractor Status H.R. 3495 Direct Seller and Real Estate Agent Harmonization Act Deduction for Employer Repayment of Student Loans S.772/H.R.1801 - Employer Participation in Repayment Act Definition of "Employee" S. 2228 Modern Worker Empowerment Act EB-5 Program H.R. 6992 EB-5 Reform and Integrity Act of 2022 (RIA) Correspondence with the Senate supporting the reauthorizing of the EB-5 Reform and Integrity Act. Communications with the Department of Labor (DOL) regarding worker classification. Immigration: Communications with the House and Senate about the EB-5 Visa program and the H.R. 1589 American Dream and Promise Act. Budget/Appropriations: Communications supporting full funding for critical housing programs and agencies for Fiscal Year 2026 appropriations.

Government entities reported: Federal Trade Commission (FTC) HOUSE OF REPRESENTATIVES Justice, Dept of (DOJ) SENATE Federal Housing Finance Agency (FHFA) Housing & Urban Development, Dept of (HUD) Federal Emergency Management Agency (FEMA) Natl Oceanic & Atmospheric Administration (NOAA) Treasury, Dept of White House Office Agriculture, Dept of (USDA) Veterans Affairs, Dept of (VA) Environmental Protection Agency (EPA) Interior, Dept of (DOI) Labor, Dept of (DOL)

Reported filing-period amount: $14,580,000

This is the amount reported for the filing/reporting period and should not be interpreted as money spent lobbying this bill alone.

View official LDA filing ↗

AARP

Registrant: AARP

1st Quarter (Jan 1 - Mar 31)
Apr 20, 2026

Reported lobbying issue

Health Issues: S. 3439/H.R. 6735, Connecting Caregivers to Medicare Act. S. 1227/H.R. 2491, Alleviating Barriers for Caregivers Act. S. 2237/H.R. 4313, Hospital Inpatient Services Modernization Act. H.R. 8100, Safe Staffing Saves Lives Act. S. 3886, Nurses Belong in Nursing Homes Act. H.R. 6766/S. 3492, the Essential Caregivers Act. H.R. 7966/S. 4118, Hospice Care Accountability, Reform, and Enforcement (Hospice CARE) Act. S.2120, the Older Americans Act Reauthorization Act. H.R. 5575, the Firefighters Assisting Seniors to Emergency Response (FASTER) Act. S. 668/H.R. 3183, Supporting Access to Falls Education and Prevention and Strengthening Training Efforts and Promoting Safety Initiatives (SAFE STEPS) for Veterans Act. H.R. 7618, Stopping Addiction and Falls for the Elderly (SAFE) Act. No bill number. Discussed minimum staffing standards. No bill number. Discussed Nursing Home staffing standards, safety, and quality. No bill number. Discussed Nursing home transparency and ownership requirements. No bill number. Discussed health technology, data security, and access. No bill number. Discussed senior nutrition and food security programs. No bill number. Discussed home health, hospice, and long-term care. No bill number. Discussed falls prevention. No bill number. Discussed social isolation. No bill number. Discussed enhanced premium tax credits for health insurance. No bill number. Discussed artificial intelligence in clinical care. No bill number. Discussed Health Data, Technology, and Interoperability (HTI-5) Proposed Rule. No bill number. Discussed Affordable Care Act Benefit and Payment Parameters. No bill number. Discussed electronic notification by health insurance plans. No bill number. Discussed fraud in Medicare and Medicaid. No bill number. Discussed long-term services and supports. No bill number. Discussed home and community-based services. No bill number. Discussed Medicaid HCBS. No bill number. Discussed Medicare Comprehensive Regulations to Uncover Suspicious Healthcare (CRUSH). No bill number Discussed direct care workforce. No bill number. Discussed family caregiver exemption from Medicaid community engagement requirements. No bill number. Discussed falls prevention. No bill number. Discussed health at home. No bill number. Discussed the National Strategy to Support Family Caregivers. No bill number. Discussed the Older Americans Act reauthorization. No bill number. Discussed Medicaid HCBS waivers. No bill number. Discussed the health care workforce. No bill number. Discussed end-of-life. No bill number. Discussed health savings accounts. No bill number. Discussed prescription drugs. No bill number. Discussed health care workforce issues. Medicare/Medicaid: S. 3439/H.R. 6735, Connecting Caregivers to Medicare Act. S. 1227/H.R. 2491, Alleviating Barriers for Caregivers Act. P.L. 119-21, the One Big Beautiful Bill Act. H.R. 6766/S. 3492, the Essential Caregivers Act. H.R. 7966/S. 4118, Hospice Care Accountability, Reform, and Enforcement (Hospice CARE) Act. H.R. 7618, Stopping Addiction and Falls for the Elderly (SAFE) Act. S. 2237/H.R. 4313, Hospital Inpatient Services Modernization Act. H.R. 8100, Safe Staffing Saves Lives Act. S. 3886, Nurses Belong in Nursing Homes Act. H.R. 7966/S. 4118, Hospice Care Accountability, Reform, and Enforcement (Hospice CARE) Act. S. 3886, Nurses Belong in Nursing Homes Act. No bill number. Discussed Medicare payment models. No bill number. Discussed Medicare waste, fraud, and abuse. No bill number. Discussed health technology, data security, enrollee accounts, and access. No bill number. Discussed Medicaid and waste, fraud, and abuse. No bill number. Discussed Medicaid community engagement requirements and Data Strategy for Family Caregiver Verification. No bill number. Discussed nursing home staffing standards, safety, and quality. No bill number. Discussed nursing home transparency and ownership requirements. No bill number. Discussed home health, hospice, and long-term care. No bill number. Discussed Medicare Advantage. No bill number. Discussed the Medicare Prescription Drug Benefit Program. No bill number. Discussed the Medicare Cost Plan Program. No bill number. Discussed Medicare Advantage Capitation Rates. No bill number. Discussed Medicare Part C and Part D payment policies. No bill number. Discussed Medicare Comprehensive Regulations to Uncover Suspicious Healthcare (CRUSH). No bill number. Discussed AI tools for Medicare Experience modernization. No bill number. Discussed Medicare Advantage provider networks. No bill number. Discussed fraud in Medicare and Medicaid. No bill number. Discussed long-term services and supports. No bill number. Discussed home and community-based services. No bill number. Discussed the Money Follows the Person Rebalancing Demonstration Program. No bill number. Discussed Medicaid home and community-based services (HCBS) spousal impoverishment protections. No bill number. Discussed the direct care workforce. No bill number. Discussed family caregiver exemption from Medicaid community engagement requirements. No bill number. Discussed falls prevention. No bill number. Discussed age-friendly communities. No bill number. Discussed health at home. No bill number. Discussed the National Strategy to Support Family Caregivers. No bill number. Discussed the Older Americans Act reauthorization. No bill number. Discussed Medicaid HCBS waivers. No bill number. Discussed the health care workforce. Pharmacy: S. 1040, the Drug Competition Enhancement Act. S. 1041, the Affordable Prescriptions for Patients Act. S. 2620, the Reforming Evergreening and Manipulation that Extends Drug Years Act or the REMEDY Act. S. 2658, the Medication Affordability and Patent Integrity Act. S. 1095, the Stop Significant and Time-wasting Abuse Limiting Legitimate Innovation of New Generics (Stop STALLING) Act. S. 1096, the Preserve Access to Affordable Generics and Biosimilars Act. S. 1784/H.R. 4191, the Mapping America's Pharmaceutical Supply Act or the MAPS Act. No bill number. Lifetime prescription drug price increases. No bill number. Discussed Medicare drug price negotiation. No bill number. Discussed Medicare Part D. No bill number. Discussed international reference pricing. No bill number. Discussed prescription drug supply chain vulnerabilities. No bill number. Discussed Most Favored Nation prescription drug model and GLOBE model. No bill number. Discussed Medicare Part D/ Most Favored Nation prescription drug model, GUARD. No bill number. Discussed pharmacy benefit manager reforms. No bill number. Discussed proposed Policy and Technical Changes to the Medicare Advantage Program, Medicare Prescription Drug Benefit Program, and Medicare Cost Plan Program. No bill number. Discussed prescription drugs. Transportation: No bill number. Discussed Surface Transportation Reauthorization. No bill number. Discussed information collection supporting the Fatality Analysis Reporting System (FARS). No bill number. Discussed vehicle safety and design for road safety. No bill number. Discussed roadway design and safety. No bill number. Discussed transportation access for older adults. Family issues/Abortion/Adoption: S. 925/H.R. 2036, Credit for Caring Act. S. 1565/H.R. 138, Lowering Costs for Caregivers Act. S. 3439/H.R. 6735, Connecting Caregivers to Medicare Act. S. 1227/H.R. 2491, Alleviating Barriers for Caregivers Act. P.L. 119-21, One Big Beautiful Bill Act. S. 830/H.R. 2560, the Lifespan Respite Care Reauthorization Act. H.R. 3089, the More Paid Leave for More Americans Act. H.R. 8100, the Safe Staffing Saves Lives Act. S. 3886, the Nurses Belong in Nursing Homes Act. H.R. 6766/S. 3492, the Essential Caregivers Act of 2025. H.R. 7966/S. 4118, the Hospice Care Accountability, Reform, and Enforcement (Hospice CARE) Act S.2120, the Older Americans Act Reauthorization Act of 2025. H.R. 5575, the Firefighters Assisting Seniors to Emergency Response (FASTER) Act of 2025. H.R. 7567, the Farm, Food, and National Security Act of 2026. HR 1538, the Delivering for Rural Seniors Act of 2025. H.R. 1782, the Supporting all Healthy Options when Purchasing Produce (SHOPP) Act of 2025. S. 2237/H.R. 4313, the Hospital Inpatient Services Modernization Act. No bill number. Discussed paid leave for family caregivers. No bill number. Discussed support for family caregivers. No bill number. Discussed minimum staffing standards for long-term care facilities. No bill number. Discussed the Senior Hunger Prevention Act. No bill number. Discussed Nursing Home staffing standards, safety, and quality. No bill number. Discussed Nursing home transparency and ownership requirements. No bill number. Discussed SNAP, TEFAP, OAA nutrition programs, senior nutrition and food security. No bill number. Discussed home health, hospice, and long-term care. No bill number. Discussed falls prevention. No bill number. Discussed social isolation. No bill number. Discussed family caregiver exemption from Medicaid community engagement requirements and Data Strategy for Family Caregiver Verification. No bill number. Discussed fraud in Medicare and Medicaid, long-term services and supports, and home and community-based services. No bill number. Discussed research and data on family caregivers. No bill number. Discussed Medicare Comprehensive Regulations to Uncover Suspicious Healthcare (CRUSH). No bill number Discussed the direct care workforce. No bill number. Discussed family caregiver exemption from Medicaid community engagement requirements. No bill number. Discussed falls prevention. No bill number. Discussed health at home. No bill number. Discussed the National Strategy to Support Family Caregivers. No bill number. Discussed the Older Americans Act reauthorization. No bill number. Discussed Medicaid HCBS waivers. No bill number. Discussed the health care workforce. No bill number. Discussed end-of-life. No bill number. Discussed Assisting Caregivers Today (ACT) Caucus. No bill number. Discussed long-term care affordability. No bill number. Discussed long-term care. Taxation/Internal Revenue Code: S. 925/H.R. 2036, the Credit for Caring Act. S. 1565/H.R. 138, the Lowering Costs for Caregivers Act. Public Law 119-21, the One, Big, Beautiful Bill Act. S. 1831, Auto Reenroll Act. S. 1840, the Retirement Investment in Small Employers Act. S. 1773/ H.R. 3469, the Tax Relief for Victims of Crimes, Scams, and Disasters Act. H.R. 2972, the EITC for Older Workers Act. H.R. 1340, the More Homes on the Market Act. HR. 1130, the Bonus Tax Relief for Americas Seniors Act. No bill number. Discussed paper tax refund checks. No bill number. Discussed advance premium tax credit for Marketplace health plans. No bill number. Discussed family caregiver tax credit bill. No bill number. Discussed health savings accounts. No bill number. Discussed tax policy. No bill number. Discussed retirement policy. Labor Issues/Antitrust/Workplace: H.R. 5514, the Protect Older Job Applicants Act (POJA Act). H.R. 5115 / S. 2703, the Protecting Older Americans Act. H.R. 3522/ S. 1820, the Protecting Older Workers Against Discrimination Act. H.R. 7917, Fair Wages for Home Care Workers Act. S.2120, the Older Americans Act Reauthorization Act.. H.R. 3089, the More Paid Leave for More Americans Act. No bill number. Discussed prohibiting employers from asking age-related questions during the hiring process. No bill number. Discussed the Workforce Innovation and Opportunity Act. No bill number. Discussed Senior Community Service Employment Program. No bill number. Discussed employment programs for older workers. Financial Institutions/Investments/Securities: S. 4055/H.R. 1469, the Senior Security Act. S.4092, the No Crypto in Social Security Act. H.R. 6644, the ROAD to Housing Act. S. 2117/H.R. 1734, the Preventing Deep Fake Scams Act. S. 2840/H.R. 2478, the Financial Exploitation Prevention Act. S. 1467/H.R. 2808, the Homebuyers Privacy Protection Act. H.R. 2978, the GUARD Act. S. 4144/H.R. 306, the Ending Scam Credit Repair Act (ESCRA) Act. S.1773/H.R. 3469, the Tax Relief for Victims of Crimes, Scams, and Disasters Act. S. 2019/H.R. 4936, the Taskforce for Recognizing and Averting Payment Scams (TRAPS) Act. H.R. 3633, the Digital Asset Market Clarity Act. H.R. 6425, the National Strategy for Combating Scams Act. H.R. 7215, the Stop SCAMS Act. S.1877/H.R.2441, the Improving Disclosure for Investors Act. H.R.2988, the Protecting Prudent Investment of Retirement Savings Act. S. 1699, Artificial Intelligence Public Awareness and Education Campaign Act. No bill number. Discussed accredited investor issues. No bill number. Discussed fiduciary obligations. No bill number. Discussed investor protections. No bill number. Discussed veterans and scams. No bill number. Discussed Social Security and crypto investments. Retirement: S. 1227/H.R. 2491, Alleviating Barriers for Caregivers Act. Public Law 119-21, the One, Big, Beautiful Bill Act. S.1831 Auto Reenroll Act. H.R.6722 Automatic IRA Act. S. 1526/H.R. 2696, the Retirement Savings for Americans Act. S.1840, the RISE Act. S.3924, the We Cant Wait Act. S.4255, the Expedited Disability Insurance Payments for Terminally Ill Individuals Act. H.R.3517, the Social Security Enhancement and Protection Act. S.4092, the No Crypto in Social Security Act. H.R.6644, the ROAD to Housing Act. S.988 /H.R. 2023, the Women's Retirement Protection Act. H.R.6084, the ERISA Litigation Reform Act. S.1234/HR 2540, the SSI Savings Penalty Elimination Act. S.1504/HR 5284, the Claiming Age Clarity Act. S. 1666/HR 5345, the Improving Social Securitys Service to Victims of Identity Theft Act. H.R. 5348, the Social Security Child Protection Act. H.R. 3695, the Social Security Access Act. H.R. 3271/S 1690, the Medicare & Social Security Fair Share Act. S. 4184, the Senior Citizens Freedom to Work Act. H.R. 1877, the Protecting Americans Social Security Data Act. S. 4001/HR 7828, the Supplemental Security Income Restoration Act. H.Res.1059 - Of inquiry requesting the President of the United States to furnish certain information to the House of Representatives relating to the Department of Government Efficiency's access to and usage of NUMIDENT and other personally identifiable information in the possession of the Social Security Administration. H.R. 7573, the Modernize SSI Stipends Act. No bill number. Discussed retirement access and coverage issues. No bill number. Discussed fiduciary obligations. No bill number. Discussed alternative assets in retirement plans. No bill number. Discussed Lifetime income. No bill number. Discussed retirement plan rollovers. No bill number. Discussed litigation reform and ERISA. No bill number. Discussed federal retirement savings program. No bill number. Discussed funding for the Social Security Administration (SSA). No bill number. Discussed SSAs customer service and agency operations. No bill number. Discussed SSAs in-person service options. No bill number. Discussed SSAs National Scheduling Calendar initiative. No bill number. Discussed SSAs engagement with advocacy groups. No bill number. Discussed Social Securitys Retirement Earnings Test. No bill number. Discussed Social Security solvency. No bill number. Discussed a balanced budget amendment. No bill number. Discussed SSA data privacy. No bill number. Discussed the Senior Independence Act. No bill number. Discussed the Final Month Fairness Act. No bill number. Discussed the Social Security Caregiver Credit Act. No bill number. Discussed Social Security and crypto investments. No bill number. Discussed a sovereign wealth fund for Social Security. No bill number. Discussed ways to improve SSI take-up. Civil Rights/Civil Liberties: H.R. 5514, the Protect Older Job Applicants Act (POJA). H.R. 5115/ S. 2703, the Protecting Older Americans Act. H.R. 3522/ S. 1820, the Protecting Older Workers Against Discrimination Act. No bill number. Discussed prohibiting employers from asking age-related questions during the hiring process. Budget/Appropriations: S. 3439/H.R. 6735, Connecting Caregivers to Medicare Act. S. 3290/ H.R. 5166, the Financial Services and General Government Appropriations Act. S. 2354/ H.R. 5342, the Commerce, Justice, Science, and Related Agencies Appropriations Act. S. 2587/ H.R. 5304, the Labor, HHS, Education and Related Agencies Appropriations Act. H.R.7148, the FY 26 Consolidated Appropriations Act. No bill number. Discussed funding for the Social Security Administration (SSA). No bill number. Discussed Senior Community Service Employment Program (SCSEP). No bill number. Discussed Social Security customer service report language. No bill number. Discussed funding for DOL workforce programs. No bill number. Discussed funding for OAA supported programs and other nutrition program. No bill number. Discussed the FBIs IC3 reporting systems. No bill number. Discussed international cooperation on fraud issues. No bill number. Discussed funding for coordinated government response on financial fraud. No bill number. Discussed state and local law enforcement and fraud investigations. No bill number. Discussed fraud and financial exploitation-related report language. No bill number. Discussed Low Income Home Energy Assistance Program (LIHEAP). No bill number. Discussed housing. No bill number. Discussed surface transportation reauthorization and related programs. No bill number. Discussed OAA nutrition programs. No bill number. Discussed support for family caregivers. Housing: H.R. 6644, the 21st Century ROAD to Housing Act. H.R. 4957/S. 1260, the Rural Housing Service Reform Act. H.R. 5990/S. 127, the Whole-Home Repairs Act. H.R. 4576/S. 2363, the Build More Housing Near Transit Act. H.R. 1340/S. 3332, the More Homes on the Market Act. S. 3502, the Timeshare Pricing Transparency Act. H.R. 5575, Firefighters Assisting Seniors To Emergency Response (FASTER) Act. No bill number. Discussed the Reforming Disaster Recovery Act. No bill number. Discussed housing affordability. No bill number. Discussed housing supply. No bill number. Discussed housing accessibility. Consumer Issues/Safety/Products: S. 4144/H.R. 306, the Ending Scam Credit Repair Act (ESCRA) Act. S. 1467/H.R. 2808, the Homebuyers Privacy Protection Act. S. 3982/H.R. 7786, the AI Fraud Accountability Act. S. 1699, Artificial Intelligence Public Awareness and Education Campaign Act. S. 314/ H.R. 1479, the Hotel Fees Transparency Act. S. 3354 /H.R. 1027, the QUIET Act. S. 3774/H.R. 7548, SCAM Act. S. 281/ H.R. 1402, the TICKET Act. H.R. 6678, the Senior Legal Hotline Act. S. 2120, the Older Americans Act (OAA) Reauthorization Act. No bill number. Discussed veterans and scams. Telecommunications: S. 3354 /H.R. 1027, the QUIET Act. S. 2840/H.R. 2478, Financial Exploitation Prevention Act. No bill number. Discussed AI-powered robocalls, robotexts, and fraud. No bill number. Discussed robocall mitigation and fraud prevention. No bill number. Discussed telecommunications, network resiliency, and network modernization. No bill number. Discussed Universal Service Fund reform. No bill number. Discussed the Broadband Equity Access and Deployment (BEAD) program. No bill number. Discussed digital skills and broadband affordability. No bill number. Discussed Next Generation 911. No bill number. Discussed truth-in-billing protections. No bill number. Discussed broadband label rules. Disaster Planning/Emergencies: S. 1773/H.R. 3469, the Tax Relief for Victims of Crimes, Scams, and Disasters Act. H.R. 5575, the Firefighters Assisting Seniors To Emergency Response (FASTER) Act. No bill number. Discussed disaster planning and response for older adults. Agriculture: P.L. 119-21, One Big Beautiful Bill Act. H.R. 7567, the Farm, Food, and National Security Act. HR 1538, the Delivering for Rural Seniors Act. H.R. 1782, the Supporting all Healthy Options when Purchasing Produce (SHOPP) Act. No bill number. Discussed the Senior Hunger Prevention Act. No bill number. Discussed SNAP, TEFAP, OAA nutrition programs, senior nutrition and food security. Law Enforcement/Crime/Criminal Justice: S. 2117/H.R. 1734, Preventing Deep Fake Scams Act. H.R. 2978, the Guarding Unprotected Aging Retirees from Deception (GUARD) Act. H.R. 3774, the SCAM Act. H.R. 5490, Dismantle Foreign Scam Syndicates Act. H.R. 5967, Strategic Task Force on Scam Prevention Act. H.R. 6425, National Strategy for Combating Scams Act. H.R. 6426, STOP Scams Against Seniors Act. H.R. 7215, the Stop SCAMS Act. S. 2544, the Guarding Unprotected Aging Retirees from Deception (GUARD) Act. S. 2950, Scam Compound Accountability and Mobilization Act. S. 3355, National Strategy for Combating Scams Act. H.R. 6678, Senior Legal Hotline Act. S. 2683/H.R. 1663, the VSAFE Act. No bill number. Discussed fraud. No bill number. Discussed funding to improve the FBIs IC3 reporting systems. No bill number. Discussed funding to improve DOJs international cooperation on fraud issues. No bill number. Discussed financial fraud. No bill number. Discussed improvements to state and local fraud investigations. No bill number. Discussed veterans and scams. No bill number. Discussed fraud in Medicare and Medicaid.

Government entities reported: Centers For Medicare and Medicaid Services (CMS) Health & Human Services, Dept of (HHS) HOUSE OF REPRESENTATIVES Labor, Dept of (DOL) SENATE White House Office Natl Highway Traffic Safety Administration (NHTSA) Internal Revenue Service (IRS) Securities & Exchange Commission (SEC) General Services Administration (GSA) Social Security Administration (SSA) Agriculture, Dept of (USDA) Federal Bureau of Investigation (FBI) Justice, Dept of (DOJ) Federal Communications Commission (FCC) Natl Telecommunications & Information Administration (NTIA)

Reported filing-period amount: $3,830,000

This is the amount reported for the filing/reporting period and should not be interpreted as money spent lobbying this bill alone.

View official LDA filing ↗

NATIONAL ASSOCIATION OF REALTORS

Registrant: NATIONAL ASSOCIATION OF REALTORS

1st Quarter (Jan 1 - Mar 31)
Apr 20, 2026

Reported lobbying issue

Banking: Access to Banking for Cannabis Businesses SAFE/SAFER Banking Act Banking Regulations S.1467/H.R.2808 - Homebuyers Privacy Protection Act H.R. 5404/S. 1465 Credit Access and Inclusion Act Discussions with the House of Representatives and Senate regarding artificial intelligence and data privacy. Communications to the Senate expression support for S. 2651 Renewing Opportunity in the American Dream Act (ROAD to Housing Act) and the nomination of Travis Hill for the Federal Deposit Insurance Corporation. Environment/Superfund: Communications with the Senate supporting S.127 Whole Homes Repairs Act and Build the American Dream Act. Natural Disasters Communications with the House of Representatives supporting H.R. 1491 Disaster Related Extension of Deadlines Act and H.R. 517 The Filing Relief for Natural Disasters Act. Communications with the House of Representatives regarding the H.R. 4669 Fixing Emergency Management for Americans (FEMA) Act. House of Representatives Communications supporting H.R. 1105, the Disaster Resiliency and Coverage Act that would provide pre-disaster mitigation grants and tax incentives for households to reduce the risk of real property damage due to natural disasters, including floods, hurricanes, and wildfires. Communications about the lead dust rule. Environmental Protection Agency (EPA) Communications regarding the Waters of the U.S. rule, lead paint regulations, and RRP certification. Communications on National Environmental Policy Act and Fiscal Responsibility Act to the Department of Army, Army Corps of Engineers, Department of Education, Department of Interior, Department of Treasury, Federal Aviation Administration, Federal Highway Administration, Department of Navy, National Highway Traffic Safety Administration, and Department of Agriculture. Communications with the Bureau of Land Management regarding conservation and the landscape rule. Communications with the House of Representatives regarding H.R. 3898 Promoting Efficient Review for Modern Infrastructure Today (PERMIT) Act. Communications with the House and Senate regarding H.R. 4626 Home Appliance Protection and Affordability Act. Labor Issues/Antitrust/Workplace: Independent Contractor Status H.R. 3495 Direct Seller and Real Estate Agent Harmonization Act Deduction for Employer Repayment of Student Loans S.772/H.R.1801 - Employer Participation in Repayment Act Definition of "Employee" S. 2228 Modern Worker Empowerment Act Correspondence with the Senate supporting the reauthorizing of the EB-5 Reform and Integrity Act. Immigration: Communications with the House and Senate about the EB-5 Visa program and the H.R. 1589 American Dream and Promise Act. Budget/Appropriations: Communications supporting full funding for critical housing programs and agencies for Fiscal Year 2026 appropriations. Consumer Issues/Safety/Products: Remote Online Notarization Discussions supporting H.R. 1777, S. 1561 Securing and Enabling Commerce Using Remote and Electronic (SECURE) Notarization Act. Discussions with the House and Senate on artificial intelligence and data privacy. Discussions supporting the Trigger Leads Abatement Act. Communications with the National Institution of Standards and Technology (NIST) on artificial intelligence. Discussions in support of H.R. 2808 Homebuyers Privacy Protection Act. Communications with the Office of Science and Technology Policy regarding artificial intelligence. Financial Institutions/Investments/Securities: Communications with the Federal Housing Finance Agency regarding the condominium blacklists, affordability issues, condominium rules, and GSE reform. Communications with Fannie Mae regarding condominium blacklists, the REALTOR trademark and the Interested Party Contribution memo. Discussions supporting the Trigger Leads Abatement Act. Communications with the House and Senate regarding GSE reform proposals and housing affordability issues. Appraisal Issues Appraisal Modernization Act Communications with the Consumer Financial Protection Bureau regarding the Equal Credit Opportunity Rule. Communications with the Senate in support of the nomination of Joseph Gormley to be President of Ginnie Mae. Communications with the Financial Crimes Enforcement Network (FinCEN) regarding the Residential Real Estate Rule. Communications wit the Senate regarding institutional investor policies. Civil Rights/Civil Liberties: Discussions with the Senate and House of Representatives on fair housing issues, Affirmatively Furthering Fair Housing, the housing supply framework, the Fair and Equal Housing Act, the Equal Credit and Opportunity Act, Fair Housing Initiative Programs, and Fair Housing Assistance Programs. Department of Housing & Urban Development Communications regarding housing counseling, FHA programs, fair housing, and federal lands. Federal Housing Finance Agency Communications regarding fair housing programs and GSE policy. Communications with the White House regarding fair housing programs and enforcement. Housing: Housing Availability and Affordability HOUSES Act S.890/H.R. 1981 - Choice in Affordable Housing Act Yes in My Backyard Act Yes in God's Backyard Act S.470/HR1078 Respect for State Housing Laws Act S. 127 Whole Homes Repair Act S. 2651 Road to Housing Act H.R. 5387 Save American Dream Act H.R. 4659/S. 2416 Identifying Regulatory Barriers to Housing Supply Act Uplifting First Time Buyers Act H.R. 2525/S. 1203 Housing Vouchers Fairness Act H.R. 2840/S. 1229 Housing Supply Frameworks Act H.R. 6644 Housing for the 21st Century Act S. 3600 National Housing Emergency Act S. 3636/H.R. 7062 Build Housing, Unlock Benefits and Services (HUBS) Act H.R. 7349 Time to Heal Act H.R. 7282 Freeing Residential Affordable Markets from Excess Regulation (FRAMER) Act H.R. 7402 Unlocking Homeownership Act H.R. 7185 Home Savings Act S. 1527 Housing Affordability Act H.R. 5601 Faith in Housing Act Rental Housing Issues S.470/H.R. 1078 - Respect State Housing Laws Act VA Housing Issues H.R. 1815 - VA Home Loan Program Reform Act S.1932/H.R.3694 - VALID Act Communications with the Senate supporting S.127 Whole Homes Repairs Act and S. 2651 Road to Housing Act. Communications with the House of Representatives supporting the H.R. 5387 Save American Dream Act, H.R. 7349 Time to Heal Act, H.R. 7282 Freeing Residential Affordable Markets from Excess Regulation (FRAMER) Act, H.R. 7402 Unlocking Homeownership Act, H.R. 7185 Home Savings Act. Communications with the House and Senate regarding the HOME program, FHA mortgage insurance premiums, Affirmatively Furthering Fair Housing, reducing barriers to housing, and housing affordability. Also, communications with the House and Senate supporting H.R. 4659/S. 2416 Identifying Regulatory Barriers to Housing Supply Act. Communications with the House and Senate regarding government-sponsored enterprise reform, portable mortgages, condominium changes, and home loan valuation policies. Communications with the House and Senate regarding H.R. 1640 HEIRS Act and H.R. 1607 HEIR Act. Department of Housing & Urban Development Communications regarding the Fair Housing Administration, single and multifamily housing support programs, housing counseling, Housing Choice Vouchers, FHA condominium rules, anti-flip rules the HOME program, and housing policy priorities. Federal Housing Finance Agency Communications regarding GSE reform proposals, housing affordability issues, and the CARES Act 30-Day notice requirement. Natural Disasters Communications with the House of Representatives supporting H.R. 1491 Disaster Related Extension of Deadlines Act and H.R. 517 The Filing Relief for Natural Disasters Act. Communications with the House of Representatives supporting the H.R. 1105 Disaster Resiliency and Coverage Act that would provide pre-disaster mitigation grants and tax incentives for households to reduce the risk of real property damage due to natural disasters, including floods, hurricanes, and wildfires. White House Communications regarding the sale of federal lands to create affordable housing, fair housing issues, and housing policy priorities. Also, communications regarding capital gains reform. Department of Veterans Affairs (VA) Communications regarding the Veterans Affairs Home Loan Guaranty program, the buyer-broker fee rule, and VA housing programs. U.S. Department of Agriculture (USDA) Communications regarding Rural Housing Service loans. Communications with the U.S. Department of Agriculture (USDA) and U.S. Department of Housing and Urban Development (HUD) regarding energy efficient standards for new construction of HUD and USDA financed housing. Communications with the Senate supporting the nomination of Frank Cassidy for Commissioner of the Federal Housing Administration and Joseph Gormley for President of Ginnie Mae. Communications with the Senate regarding the S.3600 National Housing Emergency Act. Communications with the Senate regarding supporting permitting reform and the S. 3636/H.R. 7062 Build Housing, Unlock Benefits and Services (HUBS) Act. Taxation/Internal Revenue Code: Housing Affordability and Availability H.R.1 One Big Beautiful Bill Act H.R. 1340 More Homes on the Market Act H.R. 2854 Neighborhood Homes Investment Act S.1515/H.R.2725 -Affordable Housing Credit Improvement Act H.R. 7349 Time to Heal Act Tax Reform H.R.1 One Big Beautiful Bill Act H.R 4327 No Tax on Home Sales Act H.R 1454/S. 631 Rural Historic Tax Credit Improvement Act H.R. 3469/S. 177 Tax Relief for Victims of Crime Scams and Disasters Act Communications with the House and Senate regarding protecting the 1031 like-kind exchange, capital gains tax, IRC Section 121 exclusion increase, the State and Local Tax deduction (SALT), and tax incentives to increase housing, and conversion of commercial property to residential units. Converting Commercial Real Estate to Housing Revitalizing Downtowns and Mainstreets Act 199A Deduction H.R.1 - One Big Beautiful Bill Act S.213/HR703 Main Street Tax Certainty Act H.R. 1301 Death Tax Repeal Act Natural Disasters H.R.1105 - Disaster Resiliency and Coverage Act Communications with the House of Representatives supporting H.R. 1491 Disaster Related Extension of Deadlines Act and H.R. 517 The Filing Relief for Natural Disasters Act. Employer Student Loan Repayment Deduction S.772/H.R.1801 - Employer Participation in Repayment Act Insurance: Natural Disasters Communications with the House of Representatives supporting H.R. 1491 Disaster Related Extension of Deadlines Act and H.R. 517 The Filing Relief for Natural Disasters Act. Communications with the House of Representatives supporting H.R. 1105, the Disaster Resiliency and Coverage Act that would provide pre-disaster mitigation grants and tax incentives for households to reduce the risk of real property damage due to natural disasters, including floods, hurricanes, and wildfires. Communications with the Senate supporting S.127 Whole Homes Repairs Act and the nomination of Travis Hill for the Federal Deposit Insurance Corporation. Federal Emergency Management Agency (FEMA) Communications regarding disaster mitigation and assistance, and flood insurance. Discussions with the Treasury Department/Federal Insurance Office regarding flood insurance and general insurance issues. Communications with the House of Representatives and Senate urging the extension of the National Flood Insurance Protection. Communications with the House of Representatives supporting H.R. 7128 TRIA Program Reauthorization Act to extend the Terrorism Risk Insurance Program. Communications with the House of Representatives regarding association health plans and H.R. 6703 Lower Heath Care Premiums for All Americans Act.

Government entities reported: HOUSE OF REPRESENTATIVES SENATE Agriculture, Dept of (USDA) Army, Dept of (Corps of Engineers) Army, Dept of (Other) Bureau of Land Management (BLM) Education, Dept of Environmental Protection Agency (EPA) Federal Aviation Administration (FAA) Federal Highway Administration (FHA) Interior, Dept of (DOI) Natl Highway Traffic Safety Administration (NHTSA) Treasury, Dept of Natl Institute of Standards & Technology (NIST) Office of Science & Technology Policy (OSTP) Consumer Financial Protection Bureau (CFPB) Federal Housing Finance Agency (FHFA) Financial Crimes Enforcement Network (FinCEN) Housing & Urban Development, Dept of (HUD) White House Office Veterans Affairs, Dept of (VA) Federal Emergency Management Agency (FEMA)

Reported filing-period amount: $15,460,000

This is the amount reported for the filing/reporting period and should not be interpreted as money spent lobbying this bill alone.

View official LDA filing ↗

AICPA ASSOCIATION OF INTERNATIONAL CERTIFIED PROFESSIONAL ACCOUNTANTS

Registrant: AICPA ASSOCIATION OF INTERNATIONAL CERTIFIED PROFESSIONAL ACCOUNTANTS

3rd Quarter (July 1 - Sep 30)
Apr 15, 2026

Reported lobbying issue

Accounting: Issues impacting the accounting and auditing profession; PCAOB matters, including disciplinary proceedings, legislation related to the Sarbanes Oxley Act and proposed amendments to Auditing Standards; Implementation of the Corporate Transparency Act; Digital assets attestation issues related to proof of reserves and specifically stablecoins legislation; Issues related to Artificial Intelligence (AI) accountability and attest; Single audit of nonfederal entities federal award money. Taxation/Internal Revenue Code: General issues related to multiple areas of the tax law and code including: Legislative proposals on tax simplification, tax reform, and technical tax changes; One Big Beautiful Bill Act, P.L. 119-21; Individual, S corporation, partnership, trust and estate implementation and extension issues regarding the Tax Cuts and Jobs Act, P.L.115-97, including SALT cap passthrough entity-level taxes; Virtual currency and digital assets reporting; Disaster relief, including the Federal Disaster Tax Relief Act, the Tax Fairness for Disaster Victims Act (H.R. 3975), Filing Relief for Natural Disasters Act (H.R. 517 / S. 132), the Casualty Loss Deduction Restoration Act, the Federal Disaster Responsibility Act, and the Disaster Related Extension of Deadlines Act (H.R. 1491), and the Tax Relief for Victims of Crimes, Scams, and Disasters Act (H.R. 3469/S.1773); 529 plan expansion legislation, the Freedom to Invest in Tomorrows Workforce Act (H.R. 1151 / S. 756); IRS priority guidance plan; Tax administration issues, including IRS modernization, regulation of tax return preparers, Circular 230, credit and refund lookback period, mailbox rule for electronic submissions and payments, and the Electronic Filing and Payment Fairness Act (H.R. 1152), the Internal Revenue Service Math and Taxpayer Help Act (H.R. 998), the Taxpayer Assistance and Service (TAS) Act discussion draft, IRS strategic operating plan, contingency plan for possible government shutdown, extension simplification and the Simplify Automatic Filing Extensions (SAFE) Act (H.R. 990), filing flexibility, quarterly estimated payments, electronic payments and disbursements, collection due process hearing period; Trust and estate issues, including generation-skipping transfer taxes, basis reporting, Pease itemized deduction limitation impact on estates and trusts, income tax returns for estates and trusts, estate tax returns, and gift tax returns; Mobile workforce and state income tax simplification issues, including the Mobile Workforce State Income Tax Simplification Tax Act (S. 1443); State remote sales tax issues; State income tax issues concerning P.L. 86-272, including the Interstate Commerce Simplification Act of 2025 (H.R. 427); Methods and periods issues, including section 174 research and experimentation expensing, and other expired and expiring provisions; Corporate taxation issues, including the corporate alternative minimum tax (CAMT); Corporation taxation issues related to section 355, nonrecognition of gain or loss in corporate separations, incorporations, and reorganizations; Partnership taxation issues, basis-shifting transactions; Employee benefits tax issues, including implementation of SECURE 2.0, Federal income tax treatment of contributions and benefits, and paid benefits under state paid family and medical leave statute; Exempt organization issues, including foreign related filings; Guiding Principles of Good Tax Policy; International Code of Ethics for Professional Accountants (IESBA) rules on tax planning and related services; International tax issues, including transfer pricing, previously taxed earnings and profits, OECD Pillar One and Pillar Two issues, taxpayers abroad filing issues, and other expired and expiring provisions; Individual tax issues, including qualified business income section 199A, the Survivors Assistance for Fear-free and Easy Tax Filing Act of 2025 (SAFE Act) (S. 2129), and 2025 filing season issues; Accounting profession tax matters related to the 2025 budget reconciliation; Beneficial ownership information reporting issues. Education: Legislation adding accounting to STEM definition including H.R. 2911 the Accounting STEM Pursuit Act. Government Issues: Federal government financial statements and the Fiscal State of the Nation. Labor Issues/Antitrust/Workplace: Antitrust liability issues and occupational licensing reform.

Government entities reported: HOUSE OF REPRESENTATIVES Natl Telecommunications & Information Administration (NTIA) Securities & Exchange Commission (SEC) SENATE Treasury, Dept of Financial Crimes Enforcement Network (FinCEN) Government Accountability Office (GAO) Internal Revenue Service (IRS) Labor, Dept of (DOL) White House Office

Reported filing-period amount: $1,320,000

This is the amount reported for the filing/reporting period and should not be interpreted as money spent lobbying this bill alone.

View official LDA filing ↗

AICPA ASSOCIATION OF INTERNATIONAL CERTIFIED PROFESSIONAL ACCOUNTANTS

Registrant: AICPA ASSOCIATION OF INTERNATIONAL CERTIFIED PROFESSIONAL ACCOUNTANTS

4th Quarter (Oct 1 - Dec 31)
Apr 15, 2026

Reported lobbying issue

Accounting: Issues impacting the accounting and auditing profession; PCAOB matters, including disciplinary proceedings, legislation related to the Sarbanes Oxley Act and proposed amendments to Auditing Standards; Implementation of the Corporate Transparency Act; Digital assets attestation issues related to proof of reserves and specifically stablecoins legislation; Issues related to Artificial Intelligence (AI) accountability and attest; Single audit of nonfederal entities federal award money. Taxation/Internal Revenue Code: General issues related to multiple areas of the tax law and code including: Legislative proposals on tax simplification, tax reform, and technical tax changes; One Big Beautiful Bill Act, P.L. 119-21; Individual, S corporation, partnership, trust and estate implementation and extension issues regarding the Tax Cuts and Jobs Act, P.L.115-97, including SALT cap passthrough entity-level taxes; Virtual currency and digital assets reporting; Disaster relief, including the Federal Disaster Tax Relief Act, the Tax Fairness for Disaster Victims Act (H.R. 3975), Filing Relief for Natural Disasters Act (H.R. 517 / S. 132), the Casualty Loss Deduction Restoration Act, the Federal Disaster Responsibility Act, and the Disaster Related Extension of Deadlines Act (H.R. 1491), and the Tax Relief for Victims of Crimes, Scams, and Disasters Act (H.R. 3469/S.1773); 529 plan expansion legislation, the Freedom to Invest in Tomorrows Workforce Act (H.R. 1151 / S. 756); IRS priority guidance plan; Tax administration issues, including IRS modernization, regulation of tax return preparers, Circular 230, credit and refund lookback period, mailbox rule for electronic submissions and payments, and the Electronic Filing and Payment Fairness Act (H.R. 1152), the Internal Revenue Service Math and Taxpayer Help Act (H.R. 998), the Taxpayer Assistance and Service (TAS) Act discussion draft, IRS strategic operating plan, contingency plan for possible government shutdown, extension simplification and the Simplify Automatic Filing Extensions (SAFE) Act (H.R. 990), filing flexibility, quarterly estimated payments, electronic payments and disbursements, collection due process hearing period; Trust and estate issues, including generation-skipping transfer taxes, basis reporting, Pease itemized deduction limitation impact on estates and trusts, income tax returns for estates and trusts, estate tax returns, and gift tax returns; Mobile workforce and state income tax simplification issues, including the Mobile Workforce State Income Tax Simplification Tax Act (S. 1443); State remote sales tax issues; State income tax issues concerning P.L. 86-272, including the Interstate Commerce Simplification Act of 2025 (H.R. 427); Methods and periods issues, including section 174 research and experimentation expensing, and other expired and expiring provisions; Corporate taxation issues, including the corporate alternative minimum tax (CAMT); Corporation taxation issues related to section 355, nonrecognition of gain or loss in corporate separations, incorporations, and reorganizations; Partnership taxation issues, basis-shifting transactions; Employee benefits tax issues, including implementation of SECURE 2.0, Federal income tax treatment of contributions and benefits, and paid benefits under state paid family and medical leave statute; Exempt organization issues, including foreign related filings; Guiding Principles of Good Tax Policy; International Code of Ethics for Professional Accountants (IESBA) rules on tax planning and related services; International tax issues, including transfer pricing, previously taxed earnings and profits, OECD Pillar One and Pillar Two issues, taxpayers abroad filing issues, and other expired and expiring provisions; Individual tax issues, including qualified business income section 199A, the Survivors Assistance for Fear-free and Easy Tax Filing Act of 2025 (SAFE Act) (S. 2129), and 2025 filing season issues; Accounting profession tax matters related to the 2025 budget reconciliation; Beneficial ownership information reporting issues. Education: Legislation adding accounting to STEM definition including H.R. 2911 the Accounting STEM Pursuit Act; Implementation of Sec. 81001. establishment of loan limits for graduate and professional students and parent borrowers in the One Big Beautiful Bill Act, P.L. 119-21. Government Issues: Federal government financial statements and the Fiscal State of the Nation. Labor Issues/Antitrust/Workplace: Antitrust liability issues and occupational licensing reform.

Government entities reported: HOUSE OF REPRESENTATIVES Natl Telecommunications & Information Administration (NTIA) Securities & Exchange Commission (SEC) SENATE Treasury, Dept of Financial Crimes Enforcement Network (FinCEN) Government Accountability Office (GAO) Internal Revenue Service (IRS) Labor, Dept of (DOL) Education, Dept of White House Office

Reported filing-period amount: $1,449,000

This is the amount reported for the filing/reporting period and should not be interpreted as money spent lobbying this bill alone.

View official LDA filing ↗

AICPA ASSOCIATION OF INTERNATIONAL CERTIFIED PROFESSIONAL ACCOUNTANTS

Registrant: AICPA ASSOCIATION OF INTERNATIONAL CERTIFIED PROFESSIONAL ACCOUNTANTS

2nd Quarter (Apr 1 - June 30)
Mar 2, 2026

Reported lobbying issue

Accounting: Issues impacting the accounting and auditing profession; PCAOB matters, including disciplinary proceedings, legislation related to the Sarbanes Oxley Act and proposed amendments to Auditing Standards; Implementation of the Corporate Transparency Act; Digital assets attestation issues related to proof of reserves and specifically stablecoins legislation; Issues related to Artificial Intelligence (AI) accountability and attest; Single audit of nonfederal entities federal award money. Taxation/Internal Revenue Code: General issues related to multiple areas of the tax law and code including: Legislative proposals on tax simplification, tax reform, and technical tax changes; One Big Beautiful Bill Act, P.L. 119-21; Individual, S corporation, partnership, trust and estate implementation and extension issues regarding the Tax Cuts and Jobs Act, P.L.115-97, including SALT cap passthrough entity-level taxes; Virtual currency and digital assets reporting; Disaster relief, including the Federal Disaster Tax Relief Act, Filing Relief for Natural Disasters Act (H.R. 517 / S. 132), the Casualty Loss Deduction Restoration Act, the Federal Disaster Responsibility Act, and the Disaster Related Extension of Deadlines Act (H.R. 1491), and the Tax Relief for Victims of Crimes, Scams, and Disasters Act (H.R. 3469/S.1773); 529 plan expansion legislation, the Freedom to Invest in Tomorrows Workforce Act (H.R. 1151 / S. 756); IRS priority guidance plan; Tax administration issues, including IRS modernization, regulation of tax return preparers, Circular 230, credit and refund lookback period, mailbox rule for electronic submissions and payments, and the Electronic Filing and Payment Fairness Act (H.R. 1152), the Internal Revenue Service Math and Taxpayer Help Act (H.R. 998), the Taxpayer Assistance and Service (TAS) Act discussion draft, IRS strategic operating plan, contingency plan for possible government shutdown, extension simplification and the Simplify Automatic Filing Extensions (SAFE) Act (H.R. 990), filing flexibility, quarterly estimated payments, electronic payments and disbursements; Trust and estate issues, including generation-skipping transfer taxes, basis reporting, estate tax returns, and gift tax returns; Mobile workforce and state income tax simplification issues, including the Mobile Workforce State Income Tax Simplification Tax Act (S. 1443); State remote sales tax issues; Methods and periods issues, including section 174 research and experimentation expensing, and other expired and expiring provisions; Corporate taxation issues, including the corporate alternative minimum tax (CAMT); Partnership taxation issues, basis-shifting transactions; Employee benefits tax issues, including implementation of SECURE 2.0, Federal income tax treatment of contributions and benefits, and paid benefits under state paid family and medical leave statute; Exempt organization issues, including foreign related filings; Guiding Principles of Good Tax Policy; International Code of Ethics for Professional Accountants (IESBA) rules on tax planning and related services; International tax issues, including transfer pricing, previously taxed earnings and profits, OECD Pillar One and Pillar Two issues, and other expired an expiring provisions; Individual tax issues, including qualified business income section 199A; Accounting profession tax matters related to the 2025 budget reconciliation; Beneficial ownership information reporting issues. Education: Legislation adding accounting to STEM definition. Government Issues: Federal government financial statements and the Fiscal State of the Nation. Labor Issues/Antitrust/Workplace: Antitrust liability issues and occupational licensing reform.

Government entities reported: HOUSE OF REPRESENTATIVES Natl Telecommunications & Information Administration (NTIA) Securities & Exchange Commission (SEC) SENATE Treasury, Dept of Financial Crimes Enforcement Network (FinCEN) Government Accountability Office (GAO) Internal Revenue Service (IRS) Labor, Dept of (DOL) White House Office

Reported filing-period amount: $1,400,000

This is the amount reported for the filing/reporting period and should not be interpreted as money spent lobbying this bill alone.

View official LDA filing ↗

AICPA ASSOCIATION OF INTERNATIONAL CERTIFIED PROFESSIONAL ACCOUNTANTS

Registrant: AICPA ASSOCIATION OF INTERNATIONAL CERTIFIED PROFESSIONAL ACCOUNTANTS

4th Quarter (Oct 1 - Dec 31)
Feb 25, 2026

Reported lobbying issue

Accounting: Issues impacting the accounting and auditing profession; PCAOB matters, including disciplinary proceedings, legislation related to the Sarbanes Oxley Act and proposed amendments to Auditing Standards; Implementation of the Corporate Transparency Act; Digital assets attestation issues related to proof of reserves and specifically stablecoins legislation; Issues related to Artificial Intelligence (AI) accountability and attest; Single audit of nonfederal entities federal award money. Taxation/Internal Revenue Code: General issues related to multiple areas of the tax law and code including: Legislative proposals on tax simplification, tax reform, and technical tax changes; One Big Beautiful Bill Act, P.L. 119-21; Individual, S corporation, partnership, trust and estate implementation and extension issues regarding the Tax Cuts and Jobs Act, P.L.115-97, including SALT cap passthrough entity-level taxes; Virtual currency and digital assets reporting; Disaster relief, including the Federal Disaster Tax Relief Act, the Tax Fairness for Disaster Victims Act (H.R. 3975), Filing Relief for Natural Disasters Act (H.R. 517 / S. 132), the Casualty Loss Deduction Restoration Act, the Federal Disaster Responsibility Act, and the Disaster Related Extension of Deadlines Act (H.R. 1491), and the Tax Relief for Victims of Crimes, Scams, and Disasters Act (H.R. 3469/S.1773); 529 plan expansion legislation, the Freedom to Invest in Tomorrows Workforce Act (H.R. 1151 / S. 756); IRS priority guidance plan; Tax administration issues, including IRS modernization, regulation of tax return preparers, Circular 230, credit and refund lookback period, mailbox rule for electronic submissions and payments, and the Electronic Filing and Payment Fairness Act (H.R. 1152), the Internal Revenue Service Math and Taxpayer Help Act (H.R. 998), the Taxpayer Assistance and Service (TAS) Act discussion draft, IRS strategic operating plan, contingency plan for possible government shutdown, extension simplification and the Simplify Automatic Filing Extensions (SAFE) Act (H.R. 990), filing flexibility, quarterly estimated payments, electronic payments and disbursements, collection due process hearing period; Trust and estate issues, including generation-skipping transfer taxes, basis reporting, Pease itemized deduction limitation impact on estates and trusts, income tax returns for estates and trusts, estate tax returns, and gift tax returns; Mobile workforce and state income tax simplification issues, including the Mobile Workforce State Income Tax Simplification Tax Act (S. 1443); State remote sales tax issues; State income tax issues concerning P.L. 86-272, including the Interstate Commerce Simplification Act of 2025 (H.R. 427); Methods and periods issues, including section 174 research and experimentation expensing, and other expired and expiring provisions; Corporate taxation issues, including the corporate alternative minimum tax (CAMT); Corporation taxation issues related to section 355, nonrecognition of gain or loss in corporate separations, incorporations, and reorganizations; Partnership taxation issues, basis-shifting transactions; Employee benefits tax issues, including implementation of SECURE 2.0, Federal income tax treatment of contributions and benefits, and paid benefits under state paid family and medical leave statute; Exempt organization issues, including foreign related filings; Guiding Principles of Good Tax Policy; International Code of Ethics for Professional Accountants (IESBA) rules on tax planning and related services; International tax issues, including transfer pricing, previously taxed earnings and profits, OECD Pillar One and Pillar Two issues, taxpayers abroad filing issues, and other expired and expiring provisions; Individual tax issues, including qualified business income section 199A, the Survivors Assistance for Fear-free and Easy Tax Filing Act of 2025 (SAFE Act) (S. 2129), and 2025 filing season issues; Accounting profession tax matters related to the 2025 budget reconciliation; Beneficial ownership information reporting issues. Education: Legislation adding accounting to STEM definition including H.R. 2911 the Accounting STEM Pursuit Act; Implementation of Sec. 81001. establishment of loan limits for graduate and professional students and parent borrowers in the One Big Beautiful Bill Act, P.L. 119-21. Government Issues: Federal government financial statements and the Fiscal State of the Nation. Labor Issues/Antitrust/Workplace: Antitrust liability issues and occupational licensing reform.

Government entities reported: HOUSE OF REPRESENTATIVES Natl Telecommunications & Information Administration (NTIA) Securities & Exchange Commission (SEC) SENATE Treasury, Dept of Financial Crimes Enforcement Network (FinCEN) Government Accountability Office (GAO) Internal Revenue Service (IRS) Labor, Dept of (DOL) Education, Dept of White House Office

Reported filing-period amount: $1,449,000

This is the amount reported for the filing/reporting period and should not be interpreted as money spent lobbying this bill alone.

View official LDA filing ↗

AICPA ASSOCIATION OF INTERNATIONAL CERTIFIED PROFESSIONAL ACCOUNTANTS

Registrant: AICPA ASSOCIATION OF INTERNATIONAL CERTIFIED PROFESSIONAL ACCOUNTANTS

4th Quarter (Oct 1 - Dec 31)
Jan 20, 2026

Reported lobbying issue

Accounting: Issues impacting the accounting and auditing profession; PCAOB matters, including disciplinary proceedings, legislation related to the Sarbanes Oxley Act and proposed amendments to Auditing Standards; Implementation of the Corporate Transparency Act; Digital assets attestation issues related to proof of reserves and specifically stablecoins legislation; Issues related to Artificial Intelligence (AI) accountability and attest; Single audit of nonfederal entities federal award money. Taxation/Internal Revenue Code: General issues related to multiple areas of the tax law and code including: Legislative proposals on tax simplification, tax reform, and technical tax changes; One Big Beautiful Bill Act, P.L. 119-21; Individual, S corporation, partnership, trust and estate implementation and extension issues regarding the Tax Cuts and Jobs Act, P.L.115-97, including SALT cap passthrough entity-level taxes; Virtual currency and digital assets reporting; Disaster relief, including the Federal Disaster Tax Relief Act, the Tax Fairness for Disaster Victims Act (H.R. 3975), Filing Relief for Natural Disasters Act (H.R. 517 / S. 132), the Casualty Loss Deduction Restoration Act, the Federal Disaster Responsibility Act, and the Disaster Related Extension of Deadlines Act (H.R. 1491), and the Tax Relief for Victims of Crimes, Scams, and Disasters Act (H.R. 3469/S.1773); 529 plan expansion legislation, the Freedom to Invest in Tomorrows Workforce Act (H.R. 1151 / S. 756); IRS priority guidance plan; Tax administration issues, including IRS modernization, regulation of tax return preparers, Circular 230, credit and refund lookback period, mailbox rule for electronic submissions and payments, and the Electronic Filing and Payment Fairness Act (H.R. 1152), the Internal Revenue Service Math and Taxpayer Help Act (H.R. 998), the Taxpayer Assistance and Service (TAS) Act discussion draft, IRS strategic operating plan, contingency plan for possible government shutdown, extension simplification and the Simplify Automatic Filing Extensions (SAFE) Act (H.R. 990), filing flexibility, quarterly estimated payments, electronic payments and disbursements, collection due process hearing period; Trust and estate issues, including generation-skipping transfer taxes, basis reporting, Pease itemized deduction limitation impact on estates and trusts, income tax returns for estates and trusts, estate tax returns, and gift tax returns; Mobile workforce and state income tax simplification issues, including the Mobile Workforce State Income Tax Simplification Tax Act (S. 1443); State remote sales tax issues; State income tax issues concerning P.L. 86-272, including the Interstate Commerce Simplification Act of 2025 (H.R. 427); Methods and periods issues, including section 174 research and experimentation expensing, and other expired and expiring provisions; Corporate taxation issues, including the corporate alternative minimum tax (CAMT); Corporation taxation issues related to section 355, nonrecognition of gain or loss in corporate separations, incorporations, and reorganizations; Partnership taxation issues, basis-shifting transactions; Employee benefits tax issues, including implementation of SECURE 2.0, Federal income tax treatment of contributions and benefits, and paid benefits under state paid family and medical leave statute; Exempt organization issues, including foreign related filings; Guiding Principles of Good Tax Policy; International Code of Ethics for Professional Accountants (IESBA) rules on tax planning and related services; International tax issues, including transfer pricing, previously taxed earnings and profits, OECD Pillar One and Pillar Two issues, taxpayers abroad filing issues, and other expired and expiring provisions; Individual tax issues, including qualified business income section 199A, the Survivors Assistance for Fear-free and Easy Tax Filing Act of 2025 (SAFE Act) (S. 2129), and 2025 filing season issues; Accounting profession tax matters related to the 2025 budget reconciliation; Beneficial ownership information reporting issues. Education: Legislation adding accounting to STEM definition including H.R. 2911 the Accounting STEM Pursuit Act; Implementation of Sec. 81001. establishment of loan limits for graduate and professional students and parent borrowers in the One Big Beautiful Bill Act, P.L. 119-21. Government Issues: Federal government financial statements and the Fiscal State of the Nation. Labor Issues/Antitrust/Workplace: Antitrust liability issues and occupational licensing reform.

Government entities reported: HOUSE OF REPRESENTATIVES Natl Telecommunications & Information Administration (NTIA) Securities & Exchange Commission (SEC) SENATE Treasury, Dept of Financial Crimes Enforcement Network (FinCEN) Government Accountability Office (GAO) Internal Revenue Service (IRS) Labor, Dept of (DOL) Education, Dept of White House Office

Reported filing-period amount: $1,449,000

This is the amount reported for the filing/reporting period and should not be interpreted as money spent lobbying this bill alone.

View official LDA filing ↗

NATIONAL ASSOCIATION OF REALTORS

Registrant: NATIONAL ASSOCIATION OF REALTORS

4th Quarter (Oct 1 - Dec 31)
Jan 20, 2026

Reported lobbying issue

Consumer Issues/Safety/Products: Remote Online Notarization Discussions supporting H.R. 1777, S. 1561 Securing and Enabling Commerce Using Remote and Electronic (SECURE) Notarization Act. Discussions with the House and Senate on artificial intelligence and data privacy. Discussions supporting the Trigger Leads Abatement Act. Communications with the National Institution of Standards and Technology (NIST) on artificial intelligence. Discussions in support of H.R. 2808 Homebuyers Privacy Protection Act. Communications with the Office of Science and Technology Policy regarding artificial intelligence. Financial Institutions/Investments/Securities: Communications with the Federal Housing Finance Agency regarding the condominium blacklists, affordability issues, condominium rules, and GSE reform. Communications with Fannie Mae regarding condominium blacklists, the REALTOR trademark and the Interested Party Contribution memo. Discussions supporting the Trigger Leads Abatement Act. Communications with the House and Senate regarding GSE reform proposals and housing affordability issues. Appraisal Issues Appraisal Modernization Act Communications with the Consumer Financial Protection Bureau regarding the Equal Credit Opportunity Rule. Communications with the Senate in support of the nomination of Joseph Gormley to be President of Ginnie Mae. Housing: Housing Availability and Affordability HOUSES Act S.890/H.R. 1981 - Choice in Affordable Housing Act Yes in My Backyard Act Yes in God's Backyard Act S.470/HR1078 Respect for State Housing Laws Act S. 127 Whole Homes Repair Act S. 2651 Road to Housing Act H.R. 5387 Save American Dream Act H.R. 4659/S. 2416 Identifying Regulatory Barriers to Housing Supply Act Uplifting First Time Buyers Act H.R. 2525/S. 1203 Housing Vouchers Fairness Act H.R. 2840/S. 1229 Housing Supply Frameworks Act H.R. 6644 Housing for the 21st Century Act Rental Housing Issues S.470/H.R. 1078 - Respect State Housing Laws Act VA Housing Issues H.R. 1815 - VA Home Loan Program Reform Act S.1932/H.R.3694 - VALID Act Communications with the Senate supporting S.127 Whole Homes Repairs Act and S. 2651 Road to Housing Act. Communications with the House of Representatives supporting the H.R. 5387 Save American Dream Act. Communications with the House and Senate regarding the HOME program, FHA mortgage insurance premiums, Affirmatively Furthering Fair Housing, reducing barriers to housing, and housing affordability. Also, communications with the House and Senate supporting H.R. 4659/S. 2416 Identifying Regulatory Barriers to Housing Supply Act. Department of Housing & Urban Development Communications regarding the Fair Housing Administration, single and multifamily housing support programs, housing counseling, Housing Choice Vouchers, FHA condominium rules, anti-flip rules the HOME program, and housing policy priorities. Federal Housing Finance Agency Communications regarding GSE reform proposals, housing affordability issues, and the CARES Act 30-Day notice requirement. Natural Disasters Communications with the House of Representatives supporting H.R. 1491 Disaster Related Extension of Deadlines Act and H.R. 517 The Filing Relief for Natural Disasters Act. Communications with the House of Representatives supporting the H.R. 1105 Disaster Resiliency and Coverage Act that would provide pre-disaster mitigation grants and tax incentives for households to reduce the risk of real property damage due to natural disasters, including floods, hurricanes, and wildfires. White House Communications regarding the sale of federal lands to create affordable housing, fair housing issues, and housing policy priorities. Department of Veterans Affairs (VA) Communications regarding the Veterans Affairs Home Loan Guaranty program, the buyer-broker fee rule, and VA housing programs. U.S. Department of Agriculture (USDA) Communications regarding Rural Housing Service loans. Communications with the U.S. Department of Agriculture (USDA) and U.S. Department of Housing and Urban Development (HUD) regarding energy efficient standards for new construction of HUD and USDA financed housing. Communications with the Senate supporting the nomination of Frank Cassidy for Commissioner of the Federal Housing Administration and Joseph Gormley for President of Ginnie Mae. Taxation/Internal Revenue Code: Housing Affordability and Availability H.R.1 One Big Beautiful Bill Act H.R. 1340 More Homes on the Market Act H.R. 2854 Neighborhood Homes Investment Act S.1515/H.R.2725 -Affordable Housing Credit Improvement Act Tax Reform H.R.1 One Big Beautiful Bill Act H.R 4327 No Tax on Home Sales Act H.R 1454/S. 631 Rural Historic Tax Credit Improvement Act H.R. 3469/S. 177 Tax Relief for Victims of Crime Scams and Disasters Act Communications with the House and Senate regarding protecting the 1031 like-kind exchange, capital gains tax, IRC Section 121 exclusion increase, the State and Local Tax deduction (SALT), and tax incentives to increase housing. Converting Commercial Real Estate to Housing Revitalizing Downtowns and Mainstreets Act 199A Deduction H.R.1 - One Big Beautiful Bill Act S.213/HR703 Main Street Tax Certainty Act H.R. 1301 Death Tax Repeal Act Natural Disasters H.R.1105 - Disaster Resiliency and Coverage Act Communications with the House of Representatives supporting H.R. 1491 Disaster Related Extension of Deadlines Act and H.R. 517 The Filing Relief for Natural Disasters Act. Employer Student Loan Repayment Deduction S.772/H.R.1801 - Employer Participation in Repayment Act Insurance: Natural Disasters Communications with the House of Representatives supporting H.R. 1491 Disaster Related Extension of Deadlines Act and H.R. 517 The Filing Relief for Natural Disasters Act. Communications with the House of Representatives supporting H.R. 1105, the Disaster Resiliency and Coverage Act that would provide pre-disaster mitigation grants and tax incentives for households to reduce the risk of real property damage due to natural disasters, including floods, hurricanes, and wildfires. Communications with the Senate supporting S.127 Whole Homes Repairs Act and the nomination of Travis Hill for the Federal Deposit Insurance Corporation. Federal Emergency Management Agency (FEMA) Communications regarding disaster mitigation and assistance, and flood insurance. Discussions with the Treasury Department/Federal Insurance Office regarding flood insurance and general insurance issues. Communications with the House of Representatives and Senate urging the extension of the National Flood Insurance Protection. Budget/Appropriations: Communications supporting full funding for critical housing programs and agencies for Fiscal Year 2026 appropriations. Civil Rights/Civil Liberties: Discussions with the Senate and House of Representatives on fair housing issues, Affirmatively Furthering Fair Housing, the housing supply framework, the Fair and Equal Housing Act. and the Equal Credit and Opportunity Act. Department of Housing & Urban Development Communications regarding housing counseling, FHA programs, fair housing, and federal lands. Federal Housing Finance Agency Communications regarding fair housing programs and GSE policy. Communications with the White House regarding fair housing programs and enforcement. Banking: Access to Banking for Cannabis Businesses SAFE/SAFER Banking Act Banking Regulations S.1467/H.R.2808 - Homebuyers Privacy Protection Act H.R. 5404/S. 1465 Credit Access and Inclusion Act Discussions with the House of Representatives and Senate regarding artificial intelligence and data privacy. Communications to the Senate expression support for S. 2651 Renewing Opportunity in the American Dream Act (ROAD to Housing Act) and the nomination of Travis Hill for the Federal Deposit Insurance Corporation. Environment/Superfund: Communications with the Senate supporting S.127 Whole Homes Repairs Act and Build the American Dream Act. Natural Disasters Communications with the House of Representatives supporting H.R. 1491 Disaster Related Extension of Deadlines Act and H.R. 517 The Filing Relief for Natural Disasters Act. House of Representatives Communications supporting H.R. 1105, the Disaster Resiliency and Coverage Act that would provide pre-disaster mitigation grants and tax incentives for households to reduce the risk of real property damage due to natural disasters, including floods, hurricanes, and wildfires. Communications about the lead dust rule. Environmental Protection Agency (EPA) Communications regarding the Waters of the U.S. rule and lead paint regulations. Communications on National Environmental Policy Act and Fiscal Responsibility Act to the Department of Army, Army Corps of Engineers, Department of Education, Department of Interior, Department of Treasury, Federal Aviation Administration, Federal Highway Administration, Department of Navy, National Highway Traffic Safety Administration, and Department of Agriculture. Communications with the Bureau of Land Management regarding conservation and the landscape rule. Labor Issues/Antitrust/Workplace: Independent Contractor Status H.R. 3495 Direct Seller and Real Estate Agent Harmonization Act Deduction for Employer Repayment of Student Loans S.772/H.R.1801 - Employer Participation in Repayment Act Definition of "Employee" S. 2228 Modern Worker Empowerment Act Immigration: Communications with the House and Senate about the EB-5 Visa program.

Government entities reported: HOUSE OF REPRESENTATIVES Natl Institute of Standards & Technology (NIST) Office of Science & Technology Policy (OSTP) SENATE Consumer Financial Protection Bureau (CFPB) Federal Housing Finance Agency (FHFA) Agriculture, Dept of (USDA) Housing & Urban Development, Dept of (HUD) Veterans Affairs, Dept of (VA) White House Office Federal Emergency Management Agency (FEMA) Army, Dept of (Corps of Engineers) Army, Dept of (Other) Bureau of Land Management (BLM) Education, Dept of Environmental Protection Agency (EPA) Federal Aviation Administration (FAA) Federal Highway Administration (FHA) Interior, Dept of (DOI) Natl Highway Traffic Safety Administration (NHTSA) Treasury, Dept of

Reported filing-period amount: $15,850,000

This is the amount reported for the filing/reporting period and should not be interpreted as money spent lobbying this bill alone.

View official LDA filing ↗

AARP

Registrant: AARP

4th Quarter (Oct 1 - Dec 31)
Jan 20, 2026

Reported lobbying issue

Civil Rights/Civil Liberties: H.R. 3522/ S. 1820, the Protecting Older Workers Against Discrimination Act. H.R. 5514, the Protect Older Job Applicants Act. S. 2703, the Protecting Older Americans Act. Health Issues: S. 3439/H.R. 6735, the Connecting Caregivers to Medicare Act of 2025. P.L. 119-21, One Big Beautiful Bill Act. No bill number. Discussed permanent extension of enhanced ACA tax credits. H.Res. 780, Providing for consideration of legislation that would extend enhanced ACA tax credits for three-years. H.R. 6766/S. 3492, the Essential Caregivers Act of 2025. H.R.3954, the Improving Access to Medicare Coverage Act of 2025. S. 2237/H.R. 4313, the Hospital Inpatient Services Modernization Act. H.R. 2085, the Mental Health Research Accelerator Act of 2025. H.R. 5861, the Legacy Act of 2025. S.2120, the Older Americans Act Reauthorization Act of 2025. H.R. 5575, the Firefighters Assisting Seniors to Emergency Response (FASTER) Act of 2025. No bill number. Discussed resolution for November for Hospice and Palliative Care Month. No bill number. Discussed older adults and end of life. No bill number. Discussed health savings accounts. No bill number. Discussed health care affordability. No bill number. Discussed artificial intelligence in health care. No bill number. Discussed Nursing Home staffing standards, safety, and quality. No bill number. Discussed home health, hospice and long-term care. No bill number. Discussed falls prevention. No bill number. Discussed social isolation. No bill number. Discussed SNAP, TEFAP, Nutrition and food security. Medicare/Medicaid: S. 3439/H.R. 6735, Connecting Caregivers to Medicare Act of 2025. S. 1227/H.R. 2491, Alleviating Barriers for Caregivers Act of 2025. P.L. 119-21, One Big Beautiful Bill Act of 2025. S. 2466/H.R. 6210, the Senior Savings Protection Act of 2025. S. 1261/H.R. 4206, the CONNECT for Health Act of 2025. S. 639/HR 227, the Clergy Act of 2026. S.1105, the No UPCODE Act of 2025. S. 1816, the Improving Seniors Timely Access to Care Act of 2025. H.R. 6766/S. 3492. Essential Caregivers Act of 2025. H.R.3954. Improving Access to Medicare Coverage Act of 2025. No bill number. Discussed family caregiver exemption from Medicaid community engagement requirements. S. 2237/H.R. 4313, the Hospital Inpatient Services Modernization Act. No bill number. Discussed prior authorization and artificial intelligence in Medicare. No bill number. Discussed Medicare fraud. No bill number. Discussed Money Follows the person Rebalancing Demonstration Program and Medicaid home and community-based services (HCBS) spousal impoverishment protections. No bill number. Discussed Medicare Part B premiums. No bill number. Discussed support for family caregivers. No bill number. Discussed respite care. No bill number. Discussed Medicaid home and community-based services (HCBS), No bill number. Discussed Medicares support for family caregivers. No bill number. Discussed Medicare open enrollment. No bill number. Discussed timing for provider claims filings. No bill number. Discussed access to digital tools. No bill number. Nursing Home staffing standards, safety, and quality. No bill number. Home Health, Hospice and Long-term care. Pharmacy: S.3345, the PBM Price Transparency and Accountability Act of 2025. S.832/H.R. 1492, the Ensuring Pathways to Innovative Cures (EPIC) Act of 2025. No bill number. Discussed the Medicare drug price negotiation program. No bill number. Discussed pharmacy benefit manager reforms. No bill number. Discussed GLOBE, GUARD, and GENEROUS drug pricing models. No bill number. Discussed Most-favored nation prescription drugs. Agriculture: P.L. 119-21, One Big Beautiful Bill Act. No bill number. Discussed Farm Bill reauthorization. No bill number. Discussed SNAP and other nutrition assistance programs. Family issues/Abortion/Adoption: S.925/H.R. 2036 Credit for Caring Act of 2025. S. 1565/H.R. 138, the Lowering Costs for Caregivers Act of 2025. S. 3439/H.R. 6735, the Connecting Caregivers to Medicare Act of 2025. S. 1227/H.R. 2491, the Alleviating Barriers for Caregivers Act of 2025. H.R.395, the Improving Access to Medicare Coverage Act of 2025. P.L. 119-21, One Big Beautiful Bill Act. S. 2237/H.R. 4313, the Hospital Inpatient Services Modernization Act of 2025. S. 3271, the In-Home Caregiver Assessment Resources and Education Act of 2025. H. Res. 898/S. Res. 502, Recognizing November 2025 as National Family Caregivers Month H.R. 6766/S. 3492, the Essential Caregivers Act of 2025. S. 830, Lifespan Respite Care Reauthorization Act of 2025. S.2120. Older Americans Act Reauthorization Act of 2025 H.R. 5575. Firefighters Assisting Seniors to Emergency Response (FASTER) Act of 2025. H.R. 6678, the Senior Legal Hotline Act of 2025. H.R. 6900, the American Affordability Act of 2025. No bill number. Discussed family caregivers. No bill number - Discussed paid leave for working family caregivers. No bill number. Discussed family caregiver exemption from Medicaid community engagement requirements. No bill number. Discussed financial challenges facing family caregivers. No bill number. Discussed tax policy to support family caregivers. No bill number. Discussed employers supporting family caregivers. No bill number. Discussed family caregivers and technology. No bill number. Discussed support for family caregivers (including Medicare and CMMI care models). No bill number. Discussed Medicare Caregiver Training Services. No bill number. Discussed the Guiding an Improved Dementia Experience (GUIDE) Model. No bill number Discussed respite care. No bill number. Discussed Medicaid home and community-based services (HCBS), No bill number. Discussed Medicares support for family caregivers. No bill number. Discussed Older Americans Act reauthorization. No bill number. Discussed the health, long-term care, and caregiving needs of older adults and end of life. No bill number. Discussed nursing Home staffing standards, safety, and quality. No bill number. Discussed home health, hospice and long-term care. No bill number. Discussed falls prevention. No bill number. Discussed social isolation. No bill number. Discussed Farm Bill Reauthorization. No bill number. Discussed SNAP and nutrition assistance programs. Taxation/Internal Revenue Code: S. 925/H.R. 2036, the Credit for Caring Act of 2025. S.1565/HR 138 - Lowering Costs for Caregivers Act of 2025. H.R. 2972 - EITC for Older Workers Act of 2025. H.R. 3469 Tax Relief for Victims of Crimes, Scams, and Disasters Act of 2025. S. 1773Tax Relief for Victims of Crimes, Scams, and Disasters Act of 2025. S. 639/HR 227, the Clergy Act of 2026. H.R. 6900, American Affordability Act of 2025. No bill number. Discussed implementation of the senior bonus deduction. No bill number. Ponzi scheme deduction for fraud victims. No bill number. Discussed and shared invitation regarding a virtual Hill briefing on family caregivers and tax policy No bill number. Discussed financial challenges facing family caregivers. No bill number. Discussed tax policy to support family caregivers. No bill number. Discussed employers supporting family caregivers. No bill number. Discussed advance premium tax credit for Marketplace health plans. No bill number. Discussed health savings accounts. Transportation: S. 315/H.R. 979: AM Radio for Every Vehicle Act of 2025. No bill number. Discussed Surface Transportation Reauthorization. No bill number. Discussed anthropomorphic test devices (crash test dummies). Labor Issues/Antitrust/Workplace: P.L. 119-21, One Big Beautiful Bill Act. No bill number. Discussed the Senior Community Service Employment Program. S.2120, the Older Americans Act Reauthorization Act of 2025. H.R. 3522/ S. 1820, the Protecting Older Workers Against Discrimination Act of 2025. H.R. 5514, the Protect Older Job Applicants Act of 2025. S. 2703, the Protecting Older Americans Act of 2025. No bill number. Discussed Workforce Innovation and Opportunity Act. No bill number. Discussed independent contractors and misclassification of workers. No bill number. Discussed gig workers. No bill number. Discussed Fair Wages for Home Care Workers Act. No bill number. Discussed Long-term care workforce Financial Institutions/Investments/Securities: H.R.2988, the Protecting Prudent Investment of Retirement Savings Act of 2025. H.R.2441, the Improving Disclosure for Investors Act of 2025. S.1877, the Improving Disclosure for Investors Act of 2025. H.R. 2478, the Financial Exploitation Prevention Act of 2025. H.R. 1734, the Preventing Deep Fake Scams Act of 2025. H.R. 4936/ S. 2019, the TRAPS Act of 2025. H.R. 2978, the GUARD Act of 2025. H.R. 1469, the Senior Security Act of 2025. H.R. 3469, the Tax Relief for Victims of Crimes, Scams, and Disasters Act of 2025. S. 1699Artificial Intelligence Public Awareness and Education Campaign Act of 2025. S.2840Financial Exploitation Prevention Act of 2025. No bill number. Discussed accredited investor issues. No bill number. Discussed fiduciary obligations. No bill number. Discussed investor protections. Retirement: S. 1227/H.R. 2491, Alleviating Barriers for Caregivers of 2025. S 1234/HR 2540, SSI Savings Penalty Elimination Act of 2025. H.R. 34, the Land And Social Security Optimization Act of 2025. HR 6237, the Repairing Social Security After Trump and DOGE Act of 2025. HR 5893, the Guaranteed Uninterrupted Access to Retiree Disbursements (GUARD) Act of 2025. S. 1504/HR 5284, Claiming Age Clarity Act of 2025. S. 1666/HR 5345, Improving Social Securitys Service to Victims of Identity Theft Act of 2025. HR 5348, Social Security Child Protection Act of 2025. S. 3078/HR 6193, the Social Security Emergency Inflation Relief Act of 2025. S. 639/HR 227, Clergy Act of 2026. H.R.6724, Protecting Supplemental Security Income for Disaster Victims Act of 2025. H.R. 2716, Ending Improper Payments to Deceased People Act of 2025. S. 1831Auto Reenroll Act of 2025. H.R. 6722 Automatic IRA Act of 2025. H.R. 2696 Retirement Savings for Americans Act of 2025. S. 1526Retirement Savings for Americans Act of 2025. S. 1840RISE Act of 2025. S. 988 /H.R. 2023 Women's Retirement Protection Act of 2025. No bill number. Discussed retirement access and coverage issues. No bill number. Discussed fiduciary obligations. No bill number. Discussed alternative assets in retirement plans. No bill number. Discussed Lifetime income. No bill number. Discussed paper checks at the Social Security Administration. No bill number. Discussed Social Security COLAs. No bill number. Discussed Social Security disability regulations. No bill number. Discussed Social Security solvency. No bill number. Discussed SSAs engagement with advocacy groups. No bill number. Discussed customer service at the Social Security Administration. No bill number. Discussed funding for the Social Security Administration. No bill number. Discussed phone service and Security Authentication PIN (SAP) process at the Social Security Administration. No bill number. Discussed Social Security Administration operations during a government shutdown. No bill number. Discussed ABLE accounts. No bill number. Discussed the SSI personal needs allowance. Budget/Appropriations: P.L. 119-21, One Big Beautiful Bill Act. S. 3290/ H.R. 5166: Financial Services and General Government Appropriations Bill S. 2354/ H.R. 5342: Commerce, Justice, Science, and Related Agencies Appropriations Bill S. 2587/ H.R. 5304: Labor, HHS, Education and Related Agencies Appropriations Bill S. 2465/H.R. 4552: Transportation, Housing and Urban Development, and Related Agencies Appropriations Bill No bill number. Discussed the Social Security Administration. No bill number. Discussed SCSEP. No bill number. Discussed SNAP and other nutrition assistance programs. No bill number. Discussed Older Americans Act and Related Programs. No bill number. Discussed housing. No bill number. Discussed taxpayer assistance. No bill number. Discussed the FBIs IC3 reporting systems. No bill number. Discussed DOJs international cooperation on fraud issues. No bill number. Discussed funding for coordinated government response on financial fraud. No bill number. Discussed state and local law enforcement and fraud investigations. Housing: S. 2651, the Renewing Opportunity in the American Dream (ROAD) to Housing Act of 2025. S. 2416/H.R. 4659, the Identifying Regulatory Barriers to Housing Act of 2025. S. 2363/H.R. 4576, the Build More Housing Near Transit Act of 2025. S. 1260/H.R. 4957, the Rural Housing Service Reform Act of 2025. S. 1467/H.R. 2808, the Homebuyers Privacy Protection Act of 2025. S. 3502, the Timeshare Pricing Transparency Act of 2025. S.2120, the Older Americans Act Reauthorization Act of 2025. H.R. 5575, the Firefighters Assisting Seniors to Emergency Response (FASTER) Act. No bill number. Discussed housing affordability. No bill number. Discussed housing supply. No bill number. Discussed Home Equity Conversion Mortgage (HECM) program. Consumer Issues/Safety/Products: S. 3354/H.R. 1027, the Quashing Unwanted and Interruptive Electronic Telecommunications (QUIET) Act of 2025. No bill number. Discussed robocalls and fraud. No bill number, Discussed crypto ATM kiosks H.R. 306 ESCRA Act. H.R. 2808 Homebuyers Privacy Protection Act of 2025. S. 1467Homebuyers Privacy Protection Act of 2025. H.R. 1479 Hotel Fees Transparency Act of 2025. S. 314 Hotel Fees Transparency Act of 2025. S. 281 /H.R. 1402 TICKET Act of 2025. No bill number. Discussed the AI Fraud Prevention Act of 2025. H.R. 6678, Senior Legal Hotline Act of 2025. S. 2120, Older Americans Act (OAA) Reauthorization Act of 2025. Telecommunications: S. 3354/H.R. 1027: Quashing Unwanted and Interruptive Electronic Telecommunications (QUIET) Act of 2025. S. 315/H.R. 979: AM Radio for Every Vehicle Act of 2025. S. 2666: Foreign Robocall Elimination Act of 2025. No bill number. Discussed AI Fraud Prevention Act. No bill number. Discussed robocalls, robotexts, fraud, and the impact of Generative AI. No bill number. Discussed robocall mitigation and fraud prevention. No bill number. Discussed telecommunications and network modernization. No bill number. Discussed Universal Service Fund reform. No bill number. Discussed the Broadband Equity Access and Deployment (BEAD) program. No bill number. Discussed digital skills and broadband affordability. No bill number. Discussed Next Generation 911. No bill number. Discussed truth-in-billing protections. No bill number. Discussed broadband label rules. No bill number. Discussed network resiliency and copper wireline retirement. No bill number. Discussed spectrum auction reauthorization and privacy. No bill number. DO NOT CALL Act. Disaster Planning/Emergencies: No bill number. Discussed disaster planning and response for older adults. H.R. 3469, the Tax Relief for Victims of Crimes, Scams, and Disasters Act of 2025. S. 1773, the Tax Relief for Victims of Crimes, Scams, and Disasters Act of 2025. H.R. 5575, Firefighters Assisting Seniors To Emergency Response (FASTER) Act of 2025. Law Enforcement/Crime/Criminal Justice: S. 2544, the Guarding Unprotected Aging Retirees from Deception (GUARD) Act of 2025. No bill number. Discussed the Guardianship Grant Flexibility Act. No bill number. Discussed the Guardianship Accountability Act. No bill number. Discussed Elder Justice Act. No bill number. Discussed elder abuse, neglect, exploitation and guardianship, guardianship alternatives, legal assistance programs, and fraud. No bill number. Discussed elder abuse and neglect. No bill number. Discussed the Senior Legal Hotline Act. No bill number. Discussed fraud. No bill number. Discussed funding to improve the FBIs IC3 reporting systems No bill number. Discussed funding to improve DOJs international cooperation on fraud issues. No bill number. Discussed funding for coordinated government response on financial fraud. No bill number. Discussed funding for state and local law enforcement to improve fraud investigations.

Government entities reported: HOUSE OF REPRESENTATIVES SENATE Agriculture, Dept of (USDA) Centers For Medicare and Medicaid Services (CMS) Health & Human Services, Dept of (HHS) White House Office Natl Highway Traffic Safety Administration (NHTSA) Labor, Dept of (DOL) Commodity Futures Trading Commission (CFTC) Securities & Exchange Commission (SEC) Social Security Administration (SSA) Federal Bureau of Investigation (FBI) Justice, Dept of (DOJ) Federal Communications Commission (FCC) Natl Telecommunications & Information Administration (NTIA)

Reported filing-period amount: $5,300,000

This is the amount reported for the filing/reporting period and should not be interpreted as money spent lobbying this bill alone.

View official LDA filing ↗

AICPA ASSOCIATION OF INTERNATIONAL CERTIFIED PROFESSIONAL ACCOUNTANTS

Registrant: AICPA ASSOCIATION OF INTERNATIONAL CERTIFIED PROFESSIONAL ACCOUNTANTS

3rd Quarter (July 1 - Sep 30)
Oct 20, 2025

Reported lobbying issue

Taxation/Internal Revenue Code: General issues related to multiple areas of the tax law and code including: Legislative proposals on tax simplification, tax reform, and technical tax changes; One Big Beautiful Bill Act, P.L. 119-21; Individual, S corporation, partnership, trust and estate implementation and extension issues regarding the Tax Cuts and Jobs Act, P.L.115-97, including SALT cap passthrough entity-level taxes; Virtual currency and digital assets reporting; Disaster relief, including the Federal Disaster Tax Relief Act, the Tax Fairness for Disaster Victims Act (H.R. 3975), Filing Relief for Natural Disasters Act (H.R. 517 / S. 132), the Casualty Loss Deduction Restoration Act, the Federal Disaster Responsibility Act, and the Disaster Related Extension of Deadlines Act (H.R. 1491), and the Tax Relief for Victims of Crimes, Scams, and Disasters Act (H.R. 3469/S.1773); 529 plan expansion legislation, the Freedom to Invest in Tomorrows Workforce Act (H.R. 1151 / S. 756); IRS priority guidance plan; Tax administration issues, including IRS modernization, regulation of tax return preparers, Circular 230, credit and refund lookback period, mailbox rule for electronic submissions and payments, and the Electronic Filing and Payment Fairness Act (H.R. 1152), the Internal Revenue Service Math and Taxpayer Help Act (H.R. 998), the Taxpayer Assistance and Service (TAS) Act discussion draft, IRS strategic operating plan, contingency plan for possible government shutdown, extension simplification and the Simplify Automatic Filing Extensions (SAFE) Act (H.R. 990), filing flexibility, quarterly estimated payments, electronic payments and disbursements, collection due process hearing period; Trust and estate issues, including generation-skipping transfer taxes, basis reporting, Pease itemized deduction limitation impact on estates and trusts, income tax returns for estates and trusts, estate tax returns, and gift tax returns; Mobile workforce and state income tax simplification issues, including the Mobile Workforce State Income Tax Simplification Tax Act (S. 1443); State remote sales tax issues; State income tax issues concerning P.L. 86-272, including the Interstate Commerce Simplification Act of 2025 (H.R. 427); Methods and periods issues, including section 174 research and experimentation expensing, and other expired and expiring provisions; Corporate taxation issues, including the corporate alternative minimum tax (CAMT); Corporation taxation issues related to section 355, nonrecognition of gain or loss in corporate separations, incorporations, and reorganizations; Partnership taxation issues, basis-shifting transactions; Employee benefits tax issues, including implementation of SECURE 2.0, Federal income tax treatment of contributions and benefits, and paid benefits under state paid family and medical leave statute; Exempt organization issues, including foreign related filings; Guiding Principles of Good Tax Policy; International Code of Ethics for Professional Accountants (IESBA) rules on tax planning and related services; International tax issues, including transfer pricing, previously taxed earnings and profits, OECD Pillar One and Pillar Two issues, taxpayers abroad filing issues, and other expired and expiring provisions; Individual tax issues, including qualified business income section 199A, the Survivors Assistance for Fear-free and Easy Tax Filing Act of 2025 (SAFE Act) (S. 2129), and 2025 filing season issues; Accounting profession tax matters related to the 2025 budget reconciliation; Beneficial ownership information reporting issues. Education: Legislation adding accounting to STEM definition including H.R. 2911 the Accounting STEM Pursuit Act. Government Issues: Federal government financial statements and the Fiscal State of the Nation. Labor Issues/Antitrust/Workplace: Antitrust liability issues and occupational licensing reform. Accounting: Issues impacting the accounting and auditing profession; PCAOB matters, including disciplinary proceedings, legislation related to the Sarbanes Oxley Act and proposed amendments to Auditing Standards; Implementation of the Corporate Transparency Act; Digital assets attestation issues related to proof of reserves and specifically stablecoins legislation; Issues related to Artificial Intelligence (AI) accountability and attest; Single audit of nonfederal entities federal award money.

Government entities reported: Financial Crimes Enforcement Network (FinCEN) Government Accountability Office (GAO) HOUSE OF REPRESENTATIVES Internal Revenue Service (IRS) Labor, Dept of (DOL) SENATE Treasury, Dept of White House Office Natl Telecommunications & Information Administration (NTIA) Securities & Exchange Commission (SEC)

Reported filing-period amount: $1,320,000

This is the amount reported for the filing/reporting period and should not be interpreted as money spent lobbying this bill alone.

View official LDA filing ↗

NATIONAL ASSOCIATION OF REALTORS

Registrant: NATIONAL ASSOCIATION OF REALTORS

3rd Quarter (July 1 - Sep 30)
Oct 20, 2025

Reported lobbying issue

Consumer Issues/Safety/Products: Remote Online Notarization Discussions supporting H.R. 1777, S. 1561 Securing and Enabling Commerce Using Remote and Electronic (SECURE) Notarization Act. Discussions with the House and Senate on artificial intelligence and data privacy. Discussions supporting the Trigger Leads Abatement Act. Communications with the National Institution of Standards and Technology (NIST) on artificial intelligence. Discussions in support of H.R. 2808 Homebuyers Privacy Protection Act. Financial Institutions/Investments/Securities: Communications with the Federal Housing Finance Agency regarding the condominium blacklists, affordability issues, condominium rules, and GSE reform. Communications with Fannie Mae regarding condominium blacklists, the REALTOR trademark and the Interested Party Contribution memo. Discussions supporting the Trigger Leads Abatement Act. Communications with the House and Senate regarding GSE reform proposals and housing affordability issues. Appraisal Issues Appraisal Modernization Act Housing: Housing Availability and Affordability HOUSES Act S.890/H.R. 1981 - Choice in Affordable Housing Act Yes in My Backyard Act Yes in God's Backyard Act S.470/HR1078 Respect for State Housing Laws Act S. 127 Whole Homes Repair Act S. 2651 Road to Housing Act H.R. 5387 Save American Dream Act H.R. 4659/S. 2416 Identifying Regulatory Barriers to Housing Supply Act Uplifting First Time Buyers Act H.R. 2525/S. 1203 Housing Vouchers Fairness Act H.R. 2840/S. 1229 Housing Supply Frameworks Act Rental Housing Issues S.470/H.R. 1078 - Respect State Housing Laws Act VA Housing Issues H.R. 1815 - VA Home Loan Program Reform Act S.1932/H.R.3694 - VALID Act Communications with the Senate supporting S.127 Whole Homes Repairs Act and S. 2651 Road to Housing Act. Communications with the House of Representatives supporting the H.R. 5387 Save American Dream Act. Communications with the House and Senate regarding the HOME program, FHA mortgage insurance premiums, Affirmatively Furthering Fair Housing, reducing barriers to housing, and housing affordability. Also, communications with the House and Senate supporting H.R. 4659/S. 2416 Identifying Regulatory Barriers to Housing Supply Act. Department of Housing & Urban Development Communications regarding the Fair Housing Administration, single and multifamily housing support programs, housing counseling, Housing Choice Vouchers, FHA condominium rules, anti-flip rules, and the HOME program. Federal Housing Finance Agency Communications regarding GSE reform proposals, housing affordability issues, and the CARES Act 30-Day notice requirement. Natural Disasters Communications with the House of Representatives supporting H.R. 1491 Disaster Related Extension of Deadlines Act and H.R. 517 The Filing Relief for Natural Disasters Act. Communications with the House of Representatives supporting the H.R. 1105 Disaster Resiliency and Coverage Act that would provide pre-disaster mitigation grants and tax incentives for households to reduce the risk of real property damage due to natural disasters, including floods, hurricanes, and wildfires. White House Communications regarding the sale of federal lands to create affordable housing, and fair housing issues. Department of Veterans Affairs (VA) Communications regarding the Veterans Affairs Home Loan Guaranty program, the buyer-broker fee rule, and VA housing programs. U.S. Department of Agriculture (USDA) Communications regarding Rural Housing Service loans. Communications with the U.S. Department of Agriculture (USDA) and U.S. Department of Housing and Urban Development (HUD) regarding energy efficient standards for new construction of HUD and USDA financed housing. Taxation/Internal Revenue Code: Housing Affordability and Availability H.R.1 One Big Beautiful Bill Act H.R. 1340 More Homes on the Market Act H.R. 2854 Neighborhood Homes Investment Act S.1515/H.R.2725 -Affordable Housing Credit Improvement Act Tax Reform H.R.1 One Big Beautiful Bill Act H.R 4327 No Tax on Home Sales Act H.R 1454/S. 631 Rural Historic Tax Credit Improvement Act H.R. 3469/S. 177 Tax Relief for Victims of Crime Scams and Disasters Act Communications with the House and Senate regarding protecting the 1031 like-kind exchange, capital gains tax, IRC Section 121 exclusion increase, the State and Local Tax deduction (SALT), and tax incentives to increase housing. Converting Commercial Real Estate to Housing Revitalizing Downtowns and Mainstreets Act 199A Deduction H.R.1 - One Big Beautiful Bill Act S.213/HR703 Main Street Tax Certainty Act H.R. 1301 Death Tax Repeal Act Natural Disasters H.R.1105 - Disaster Resiliency and Coverage Act Communications with the House of Representatives supporting H.R. 1491 Disaster Related Extension of Deadlines Act and H.R. 517 The Filing Relief for Natural Disasters Act. Employer Student Loan Repayment Deduction S.772/H.R.1801 - Employer Participation in Repayment Act Insurance: Natural Disasters Communications with the House of Representatives supporting H.R. 1491 Disaster Related Extension of Deadlines Act and H.R. 517 The Filing Relief for Natural Disasters Act. Communications with the House of Representatives supporting H.R. 1105, the Disaster Resiliency and Coverage Act that would provide pre-disaster mitigation grants and tax incentives for households to reduce the risk of real property damage due to natural disasters, including floods, hurricanes, and wildfires. Communications with the Senate supporting S.127 Whole Homes Repairs Act. Federal Emergency Management Agency (FEMA) Communications regarding disaster mitigation and assistance, and flood insurance. Discussions with the Treasury Department/Federal Insurance Office regarding flood insurance and general insurance issues. Communications with the House of Representatives and Senate urging the extension of the National Flood Insurance Protection. Civil Rights/Civil Liberties: Discussions with the Senate and House of Representatives on fair housing issues, Affirmatively Furthering Fair Housing. Department of Housing & Urban Development Communications regarding housing counseling, FHA programs. Federal Housing Finance Agency Communications regarding fair housing programs. Communications with the White House regarding fair housing programs and enforcement. Banking: Access to Banking for Cannabis Businesses SAFE/SAFER Banking Act Banking Regulations S.1467/H.R.2808 - Homebuyers Privacy Protection Act H.R. 5404/S. 1465 Credit Access and Inclusion Act Discussions with the House of Representatives and Senate regarding artificial intelligence and data privacy. Communications to the Senate expression support for S. 2651 Renewing Opportunity in the American Dream Act (ROAD to Housing Act). Environment/Superfund: Communications with the Senate supporting S.127 Whole Homes Repairs Act. Natural Disasters Communications with the House of Representatives supporting H.R. 1491 Disaster Related Extension of Deadlines Act and H.R. 517 The Filing Relief for Natural Disasters Act. House of Representatives Communications supporting H.R. 1105, the Disaster Resiliency and Coverage Act that would provide pre-disaster mitigation grants and tax incentives for households to reduce the risk of real property damage due to natural disasters, including floods, hurricanes, and wildfires. Communications about the lead dust rule. Environmental Protection Agency (EPA) Communications regarding the Waters of the U.S. rule and lead paint regulations. Communications on National Environmental Policy Act and Fiscal Responsibility Act to the Department of Army, Army Corps of Engineers, Department of Education, Department of Interior, Department of Treasury, Federal Aviation Administration, Federal Highway Administration, Department of Navy, National Highway Traffic Safety Administration, and Department of Agriculture. Labor Issues/Antitrust/Workplace: Independent Contractor Status H.R. 3495 Direct Seller and Real Estate Agent Harmonization Act Deduction for Employer Repayment of Student Loans S.772/H.R.1801 - Employer Participation in Repayment Act Definition of "Employee" S. 2228 Modern Worker Empowerment Act Immigration: Communications with the House and Senate about the EB-5 Visa program. Budget/Appropriations: Communications supporting full funding for critical housing programs and agencies for Fiscal Year 2026 appropriations.

Government entities reported: HOUSE OF REPRESENTATIVES Natl Institute of Standards & Technology (NIST) SENATE Consumer Financial Protection Bureau (CFPB) Federal Housing Finance Agency (FHFA) Agriculture, Dept of (USDA) Housing & Urban Development, Dept of (HUD) Veterans Affairs, Dept of (VA) White House Office Federal Emergency Management Agency (FEMA) Army, Dept of (Corps of Engineers) Army, Dept of (Other) Education, Dept of Environmental Protection Agency (EPA) Federal Aviation Administration (FAA) Federal Highway Administration (FHA) Interior, Dept of (DOI) Natl Highway Traffic Safety Administration (NHTSA) Treasury, Dept of

Reported filing-period amount: $10,980,000

This is the amount reported for the filing/reporting period and should not be interpreted as money spent lobbying this bill alone.

View official LDA filing ↗

AARP

Registrant: AARP

3rd Quarter (July 1 - Sep 30)
Oct 17, 2025

Reported lobbying issue

Agriculture: H.R. 1, the One Big Beautiful Bill Act of 2025. No bill number. Discussed Farm Bill and Nutrition Assistance programs. No bill number. Discussed Supplemental Nutrition Assistance Program (SNAP). No bill number. Discussed the Commodity Supplemental Food Program (CSFP). Health Issues: H.R. 1, the One Big Beautiful Bill Act of 2025. No bill number. Discussed ACA enhanced premium tax credits. No bill number. Discussed digital health technology and telehealth. H.R. 3954, the Improving Access to Medicare Coverage Act of 2025. No bill number. Discussed nursing home quality. No bill number. Discussed Farm Bill Reauthorization. No bill number. Discussed the Commodity Supplemental Food Program (CSFP). No bill number. Discussed the 2026 Medicare Home Health Prospective Payment System. No bill number. Discussed home health. No bill number. Discussed the Essential Caregivers Act. H.Con.Res.52, Resolution supporting the designation of National Falls Prevention Awareness Week. No bill number. Discussed falls prevention. No bill number. Discussed HHS and ACL reorganization. No bill number. Discussed multi-sector plans on aging. S. 2521, Provider Training in Hospice and Palliative Care Act. Medicare/Medicaid: H.R. 1, the One Big Beautiful Bill Act of 2025. S. 1227/H.R. 2491, the Alleviating Barriers for Caregivers Act of 2025. S. 3766, the Connecting Caregivers to Medicare Act of 2025. H.R. 3665, the Medicare Economic Security Solutions Act of 2025. H.R. 4619, the Medicare Mental Health Inpatient Equity Act of 2025. S. 1996/H.R. 2757, the Medicare Audiology Access Improvement Act of 2025. S. 1105, the No Unreasonable Payments, Coding, or Diagnoses for the Elderly Act (No UPCODE Act of 2025). S. 1816, the Improving Seniors Timely Access to Care Act of 2025. S. 1261/H.R.4206, the CONNECT for Health Act of 2025. S. 2237/H.R. 4313, the Hospital Inpatient Services Modernization Act of 2025. H.R. 5228, the HCBS Worker Protection Act of 2025. H.R. 3954, the Improving Access to Medicare Coverage Act of 2025. No bill number. Discussed prior authorization in Medicare. No bill number. Discussed consumer protections and deceptive marketing in Medicare Advantage. No bill number. Discussed digital health technology and telehealth. No bill number. Discussed network adequacy and provider access issues in Medicare Advantage. No bill number. Discussed the proposed Medicare Physician Fee Schedule for calendar year 2026. No bill number. Discussed Long-term care ombudsman program. No bill number. Discussed the proposed Medicare Hospital Outpatient Prospective Payment System for calendar year 2026. No bill number. Discussed Medicaid work requirements. No bill number. Discussed Medicaid retroactive coverage. No bill number. Discussed Medicaid cost-sharing. No bill number. Discussed Medicaid redeterminations. No bill number. Discussed nursing home staffing and quality. No bill number. Discussed long-term care, home health, hospice, and post-acute care. No bill number. Discussed Essential Caregivers Act. No bill number. Discussed 2026 Medicare Home Health Prospective Payment System (HH PPS). No bill number. Discussed family caregivers and Medicaid. No bill number. Discussed Acute Hospital Care at Home waiver. Pharmacy: H.R. 1, the One Big Beautiful Bill Act of 2025. No bill number. Discussed drug supply chain and Executive Order on strategic reserve of active pharmaceutical ingredients. S. 2620, the Reforming Evergreening and Manipulation that Extends Drug Years (REMEDY) Act of 2025. S. 1784/H.R. 4191, the Mapping America's Pharmaceutical Supply (MAPS) Act of 2025. S.832/H.R. 1492, the Ensuring Pathways to Innovative Cures (EPIC) Act of 2025. No bill number. Discussed the Medicare drug price negotiation program. No bill number. Discussed pharmacy benefit manager reforms. No bill number. Discussed Most Favored Nation drug pricing proposals. Family issues/Abortion/Adoption: H.R. 1, the One Big Beautiful Bill Act of 2025. S. 925/H.R. 2036, the Credit for Caring Act of 2025. S. 1565/H.R. 138, the Lowering Costs for Caregivers Act of 2025. S. 1227/H.R. 2491, the Alleviating Barriers for Caregivers Act of 2025. No bill number. Discussed the Connecting Caregivers to Medicare Act. S. 400/H.R. 996, the Paid Family and Medical Leave Tax Credit Extension and Enhancement Act of 2025. S. 2120, the Older Americans Act (OAA) Reauthorization of 2025. S. 2237/H.R. 4313, the Hospital Inpatient Services Modernization Act of 2025. No bill number. Discussed the Long-term Care Ombudsman program. No bill number. Discussed home delivered and congregate meal programs. No bill number. Discussed National Family Caregiver Support Program. No bill number. Discussed family caregiving. No bill number. Discussed multi-sector plans on aging. No bill number. Discussed Farm Bill Reauthorization & Food Security. No bill number. Discussed Commodity Supplemental Food Program. No bill number. Discussed nursing home staffing and quality. No bill number. Discussed the 2026 Medicare Home Health Prospective Payment System. No bill number. Discussed long-term care, home health, hospice, and post-acute care. No bill number. Discussed elder abuse and neglect. No bill number. Discussed elder abuse & neglect, exploitation, and guardianship, guardianship alternatives, legal assistance programs, and fraud. No bill number. Discussed social isolation. No bill number. Discussed the Essential Caregivers Act. H.Con.Res.52, Resolution supporting the designation of National Falls Prevention Awareness Week. No bill number. Discussed falls prevention. No bill number. Discussed Guardianship Accountability Act. No bill number. Discussed the Guardianship Grant Flexibility Act. S. 830, the Lifespan Respite Care Reauthorization Act of 2025. No bill number. Discussed Elder Justice Act. No bill number. Discussed multigenerational housing tax credit. No bill number. Discussed the Senior Legal Hotline Act. No bill number. Discussed family caregivers and Medicaid. No bill number. Discussed the In-Home Caregiver Assessment Resources & Education (CARE) Act. No bill number. Discussed Supplemental Nutrition Assistance Program (SNAP). Taxation/Internal Revenue Code: H.R. 1, the One Big Beautiful Bill Act of 2025. S. 925/H.R. 2036, the Credit for Caring Act. S. 1565/H.R. 138, the Lowering Costs for Caregivers Act. S. 1773/H.R. 3469, the Tax Relief for Victims of Crimes, Scams, and Disasters Act. No bill number. Discussed multigenerational housing tax credit. No bill number. Discussed advance premium tax credit for Marketplace health plans. No bill number. Discussed tax implications for fraud victims generally. No bill number. Discussed tax implications for disaster recovery generally. Transportation: S. 315/H.R. 979, the AM Radio for Every Vehicle Act of 2025. H.R. 5452, the Safe Streets for All Reauthorization and Improvement Act of 2025. No bill number. Discussed Surface Transportation reauthorization. Labor Issues/Antitrust/Workplace: S. 1820/ H.R. 3522, the Protecting Older Workers Against Discrimination Act. H.R. 5514, the Protect Older Job Applicants Act. S. 2703, the Protecting Older Americans Act. S. 2438/ H.R. 4771, the Transformation to Competitive Integrated Employment Act. No bill number. Discussed older workers and artificial intelligence. No bill number. Discussed older workers and gig worker. No bill number. Discussed remedies for age discrimination. S. 2120, the Older Americans Act (OAA) Reauthorization Act of 2025. No bill number. Discussed Senior Community Service Employment Program (SCSEP). No bill number. Discussed exemptions under the Fair Labor Standards Act for domestic service employees. Financial Institutions/Investments/Securities: S. 2544/H.R. 2978, the Guarding Unprotected Aging Retirees from Deception Act. H.R. 3523, the STOP Scammers Act. H.R. 306, the Ending Scam Credit Repair (ESCRA) Act. H.R. 2478/ S.2840, the Financial Exploitation Prevention Act of 2025. S. 1467/H.R. 2808, the Homebuyers Privacy Protection Act of 2025. S. 2117/H.R. 1734, the Preventing Deep Fake Scams Actof 2025. S. 2019/H.R. 4936, the Taskforce for Recognizing and Averting Payment Scams (TRAPS) Act of 2025. H.R. 1469, the Senior Security Act of 2025. H.R. 5490, the Dismantling Foreign Scam Syndicates Act of 2025. No bill number. Discussed the Accredited Investor Definition. No bill number. Discussed investor protections. No bill number. Discussed fraud protections. Retirement: S. 1234/H.R. 2540, the SSI Savings Penalty Elimination Act of 2025. S. 1504/H.R. 5284, the Claiming Age Clarity Act of 2025. S. 1666/H.R. 5345, the Improving Social Securitys Service to Victims of Identity Theft Act of 2025. H.R. 5348, the Social Security Child Protection Act of 2025. S. 5178, the Social Security Survivor Benefits Equity Act of 2025. S. 2763, the Keep Billionaires Out of Social Security Act of 2025. H.R. 1877, the Protecting Americans Social Security Data Act of 2025. H.Res. 657, Affirming the Presidents promise not to raise the Social Security and Medicare retirement age. H.R. 2023, the Women's Retirement Protection Act of 2025. S. 988, the Women's Retirement Protection Act of 2025. S. 1840, the RISE Act of 2025. H.R. 2696, the Retirement Savings for Americans Act of 2025. S. 1526, the Retirement Savings for Americans Act of 2025. S. 1831, the Auto Reenroll Act of 2025. H.R. 2441, the Improving Disclosure for Investors Act of 2025. No bill number. Discussed funding for the Social Security Administration. No bill number. Discussed customer service at the Social Security Administration. No bill number. Discussed phone service and Security Authentication PIN (SAP) process at the Social Security Administration. No bill number. Discussed paper checks at the Social Security Administration. No bill number. Discussed Social Security solvency. No bill number. Discussed bill to help Social Security beneficiaries facing undue harm due to agency actions. No bill number. Discussed Social Security data protections. No bill number. Discussed methods for SSA to contact people after application errors. No bill number. Discussed exempting settlement payments from SSI asset limits. No bill number. Discussed Social Security disability benefits. No bill number. Discussed ABLE accounts. No bill number. Discussed income taxation of Social Security benefits. No bill number. Automatic IRA Act of 2025. No bill number. Discussed retirement coverage and access issues generally. No bill number. Discussed fiduciary obligations to retirement investors. Civil Rights/Civil Liberties: S. 1820/ H.R. 3522, the Protecting Older Workers Against Discrimination Act of 2025. H.R. 5514, the Protect Older Job Applicants Act of 2025. S. 2703, the Protecting Older Americans Act of 2025. Budget/Appropriations: H.R. 1, the One Big Beautiful Bill Act. No bill number. Discussed funding for the Social Security Administration. No bill number. Discussed funding for SCSEP. No bill number. Discussed funding for SNAP and other nutrition assistance programs. No bill number. Discussed funding for Older Americans Act and Related Programs. No bill number. Discussed funding for housing. No bill number. Discussed funding for taxpayer assistance. No bill number. Discussed funding to improve the FBIs IC3 reporting systems. No bill number. Discussed funding to improve DOJs international cooperation on fraud issues. No bill number. Discussed funding for coordinated government response on financial fraud. No bill number. Discussed funding for state and local law enforcement to improve fraud investigations. Housing: S. 2416/H.R. 4659, the Identifying Regulatory Barriers to Housing Act of 2025. S. 2651, the Renewing Opportunity in the American Dream (ROAD) to Housing Act of 2025. S. 2363/H.R. 4576, the Build More Housing Near Transit Act of 2025. S. 1260/H.R. 4957, the Rural Housing Service Reform Act of 2025. H.R. 2808, the Homebuyers Privacy Protection Act of 2025. S. 1467, the Homebuyers Privacy Protection Act of 2025. No bill number. Discussed HHS Housing and Services Resource Center support offerings. No bill number. Discussed housing affordability. No bill number. Discussed housing supply. Consumer Issues/Safety/Products: S. 314/H.R. 1479, the Hotel Fees Transparency Act of 2025. S. 1467/H.R. 2808, the Homebuyers Privacy Protection Act of 2025. H.R. 1402, the TICKET Act of 2025. S. 281, Transparency In Charges for Key Events Ticketing Act (TICKET) Act of 2025. H.R. 306, the Ending Scam Credit Repair (ESCRA) Act of 2025. S. 1699, the Artificial Intelligence Public Awareness and Education Campaign Act of 2025. H.R. 1027, the Quashing Unwanted and Interruptive Electronic Telecommunications Act (QUIET Act) of 2025. No bill number. Discussed elder abuse, neglect, exploitation and guardianship, guardianship alternatives, legal assistance programs, and fraud. No bill number. Discussed Elder Justice Act. No bill number. Discussed the Senior Legal Hotline Act. S.2666, the Foreign Robocall Elimination Act of 2025. No bill number. Discussed robocalls and fraud. No bill number. Discussed AI and fraud. No bill number. Discussed the AI Fraud Prevention Act. Telecommunications: H.R. 1027, the Quashing Unwanted and Interruptive Electronic Telecommunications (QUIET) Act of 2025. S. 315/H.R. 979, the AM Radio for Every Vehicle Act of 2025. S. 1699, the Artificial Intelligence Public Awareness and Education Campaign Act of 2025. No bill number. Discussed robocalls, robotexts, and the impact of Generative AI. No bill number. Discussed robocall mitigation and fraud prevention. No bill number. Discussed telecommunications. No bill number. Discussed Universal Service Fund reform. No bill number. Discussed the Broadband Equity Access and Deployment (BEAD) program. No bill number. Discussed digital skills and broadband affordability. No bill number. Discussed Next Generation 911. No bill number. Discussed truth-in-billing protections. No bill number. Discussed network resiliency and copper wireline retirement. No bill number. Discussed spectrum auction reauthorization and privacy. S.2666, the Foreign Robocall Elimination Act of 2025. No bill number. Discussed robocalls and fraud. No bill number. Discussed AI and fraud. No bill number. Discussed the AI Fraud Prevention Act. Disaster Planning/Emergencies: S. 1773/H.R. 3469, the Tax Relief for Victims of Crimes, Scams, and Disasters Act. No bill number. Discussed older adults and FEMA. No bill number. Discussed disaster planning and response for older adults. Law Enforcement/Crime/Criminal Justice: S. 2544, the Guarding Unprotected Aging Retirees from Deception (GUARD) Act of 2025. No bill number. Discussed the Guardianship Grant Flexibility Act. No bill number. Discussed the Guardianship Accountability Act. No bill number. Discussed Elder Justice Act. No bill number. Discussed elder abuse, neglect, exploitation and guardianship, guardianship alternatives, legal assistance programs, and fraud. No bill number. Discussed elder abuse and neglect. No bill number. Discussed the Senior Legal Hotline Act. No bill number. Discussed fraud. No bill number. Discussed funding to improve the FBIs IC3 reporting systems No bill number. Discussed funding to improve DOJs international cooperation on fraud issues. No bill number. Discussed funding for coordinated government response on financial fraud. No bill number. Discussed funding for state and local law enforcement to improve fraud investigations.

Government entities reported: HOUSE OF REPRESENTATIVES SENATE Centers For Medicare and Medicaid Services (CMS) Consumer Financial Protection Bureau (CFPB) Health & Human Services, Dept of (HHS) White House Office Government Accountability Office (GAO) Office of the Vice President of the United States Labor, Dept of (DOL) Social Security Administration (SSA) Federal Bureau of Investigation (FBI) Internal Revenue Service (IRS) Justice, Dept of (DOJ) Housing & Urban Development, Dept of (HUD) Federal Communications Commission (FCC) Natl Telecommunications & Information Administration (NTIA) Federal Emergency Management Agency (FEMA)

Reported filing-period amount: $3,810,000

This is the amount reported for the filing/reporting period and should not be interpreted as money spent lobbying this bill alone.

View official LDA filing ↗

AARP

Registrant: AARP

2nd Quarter (Apr 1 - June 30)
Jul 21, 2025

Reported lobbying issue

Medicare/Medicaid: H.R. 1, the One Big Beautiful Bill Act. No bill number. Discussed Medicaid health care services. No bill number. Discussed Medicaid expansion health care policies. No bill number. Discussed Medicaid, long-term care, and family caregivers. No bill number. Discussed Medicaid work requirements. No bill number. Discussed family caregiver exemption for Medicaid work requirements. No bill number. Discussed Medicaid retroactive coverage policies. No bill number. Discussed Medicaid FMAP policies. No bill number. Discussed nursing home staffing and quality. No bill number. Discussed long-term care, including home health, hospice, and post-acute care. No bill number. Discussed Essential Caregivers Act. No bill number. Discussed advance directives and provider accountability. No bill number. Discussed CMS Hospice Proposed Rule. H.R. 2082, the Well-Being Insurance for Seniors to be at Home (WISH) Act. S. 1105, the No Unreasonable Payments, Coding, Or Diagnoses for the Elderly (UPCODE) Act of 2025. S. 1816, the Improving Seniors Timely Access to Care Act of 2025. No bill number. Discussed long-term care. No bill number. Discussed Medicaid long-term care. H.R. 3079, Medicaid Empowerment Act of 2025. No bill number. Discussed elder abuse and elder justice. No bill number. Discussed 2026 Hospice Wage Index and Payment Rate Update. S. 1227/H.R. 2491, the Alleviating Barriers for Caregivers Act. No bill number. Discussed Medicare Advantage. No bill number. Discussed Medicaid and family caregivers. No bill number. Discussed digital health technologies in Medicare. S. 1261, the Creating Opportunities Now for Necessary and Effective Care Technologies (CONNECT) for Health Act of 2025. H.R. 1171, the Stopping Addiction and Falls for the Elderly (SAFE) Act. No bill number. Discussed falls prevention. No bill number. Discussed Medicare Advantage provider networks. Health Issues: H.R. 1, One Big Beautiful Bill Act. S.2120 - Older Americans Act Reauthorization Act of 2025. No bill number. Discussed ACA marketplace premium assistance. No bill number. Discussed minimum essential coverage. No bill number. Discussed nursing home staffing and quality. No bill number. Discussed long-term care, including home health, hospice, and post-acute care. No bill number. Discussed Older Americans Act programs and reauthorization. No bill number. Discussed HHS and ACL reorganization. No bill number. Discussed Farm Bill and Nutrition Assistance programs. No bill number. Discussed Essential Caregivers Act. No bill number. Discussed advance directives and provider accountability. No bill number. Discussed CMS Hospice Proposed Rule. H.R. 2082, Well-Being Insurance for Seniors to be at Home (WISH) Act. No Bill Number. Discussed digital health technologies. S. 668/H.R. 3183, the Supporting Access to Falls Education and Prevention and Strengthening Training Efforts and Promoting Safety Initiatives (SAFE STEPS) for Veterans Act of 2025. No bill number. Discussed 2025 Marketplace Integrity and Affordability Proposed Rule. S. 1482, National Nursing Workforce Center Act. S. 1261, the Creating Opportunities Now for Necessary and Effective Care Technologies (CONNECT) for Health Act of 2025. H.R. 1171, the Stopping Addiction and Falls for the Elderly (SAFE) Act. No bill number. Discussed falls prevention. Pharmacy: H.R. 1, One Big Beautiful Bill Act. S. 1862/ H.R. 946, the Optimizing Research Progress Hope And New Cures (ORPHAN Cures) Act. S. 832, the Ensuring Pathways to Innovative Cures (EPIC) Act of 2025. H.R. 1492, To amend title XI of the Social Security Act to equalize the negotiation period between small-molecule and biologic candidates under the Drug Price Negotiation Program. No bill number. Discussed the Medicare drug price negotiation program. Discussed pharmacy benefit manager reforms. S. 229/ H.R. 3789, the Drug-Price Transparency for Consumers (DTC) Act of 2025. S. 1096, Preserving Access to Affordable Generics and Biosimilars Act. S. 1095, the Stop Significant and Time-wasting Abuse Limiting Legitimate Innovation of New Generics (Stop STALLING) Act. S. 1097, the Interagency Patent Coordination and Improvement Act of 2025. S. 1040, Drug Competition Enhancement Act. S. 1041, Affordable Prescriptions for Patients Act. Family issues/Abortion/Adoption: H.R. 1, the One Big Beautiful Bill Act. S. 925/H.R. 2036, the Credit for Caring Act. S. 1565/H.R. 138, Lowering Costs for Caregivers Act . S.2120, the Older Americans Act Reauthorization Act of 2025. H.R. 996/ S. 400, the Paid Family and Medical Leave Tax Credit Extension and Enhancement Act of 2025. H.R. 3089, the More Paid Leave for More Americans Act. H.R. 2560, the Lifespan Respite Care Reauthorization Act of 2025. No bill number. Discussed CMS Hospice Proposed Rule. No bill number. Discussed nursing home staffing and quality. No bill number. Discussed long-term care, home health, hospice, and post-acute care. No bill number. Discussed Older Americans Act programs and reauthorization. No bill number. Discussed HHS and ACL reorganization. No bill number. Discussed Farm Bill and Nutrition Assistance programs. No bill number. Discussed Essential Caregivers Act. No bill number. Discussed guardianship. No bill number. Discussed caregiving youth. No bill number. Discussed National Strategy to Support Family Caregivers. No bill number. Discussed elder abuse and elder justice issues. No Bill Number. Discussed family caregiver exemptions from Medicaid work requirements. No bill number. Discussed the Caregiver Outreach and Program Enhancement (COPE) Act. No bill number. Discussed advance directives and provider accountability. No bill number. Discussed Medicaid and family caregivers. H.R. 1171, the Stopping Addiction and Falls for the Elderly (SAFE) Act. No bill number. Discussed falls prevention. No bill number. Discussed hybrid long-term care and life insurance policies. Taxation/Internal Revenue Code: H.R. 1, the One Big Beautiful Bill Act of 2025. S. 925/H.R. 2036, the Credit for Caring Act of 2025. S. 1565/H.R. 138, the Lowering Costs for Caregivers Act of 2025. S. 1773, the Tax Relief for Victims of Crimes, Scams, and Disasters Act of 2025. H.R. 1129, the Tax Relief Unleashed for Seniors by Trump (TRUST) Act of 2025. H.R. 1130, the Bonus Tax Relief for America's Seniors Act of 2025. H.R. 3469, Tax Relief for Victims of Crimes, Scams, and Disasters Act of 2025. H.R. 996/ S. 400, the Paid Family and Medical Leave Tax Credit Extension and Enhancement Act of 2025. H.R. 2972, the EITC for Older Workers Act of 2025. No bill number. Discussed advance premium tax credits. Transportation: H.R. 1582/S. 1177, the Volunteer Driver Tax Appreciation Act. H.R. 979/S. 315, AM Radio for Every Vehicle Act of 2025. No bill number. Discussed road safety. Labor Issues/Antitrust/Workplace: S. 1820/ H.R. 3522, the Protecting Older Workers Against Discrimination Act. No bill number. Discussed Protect Older Job Applicants Act. No bill number. Discussed paid leave. S. 400 /H.R. 996, the Paid Family and Medical Leave Tax Credit Extension and Enhancement Act of 2025. H.R. 3089, the More Paid Leave for More Americans Act. Financial Institutions/Investments/Securities: H.R. 1, the One Big Beautiful Bill Act. No bill number. Discussed Accredited Investor Definition. No bill number. Discussed financial services issues. No bill number. Discussed fraud. H.R.2441, the Improving Disclosure for Investors Act of 2025. No bill number. Discussed the Public Company Accounting Oversight Board. No bill number. Discussed the Consumer Financial Protection Bureau. No bill number. Discussed the Securities and Exchange Commission. H.R. 1734, the Preventing Deep Fake Scams Act. S.2117, the Preventing Deep Fake Scams Act. H.R. 1469, the Senior Security Act of 2025. S. 2019, the Taskforce for Recognizing and Averting Payment Scams (TRAPS) Act. Retirement: S. 1227/H.R. 2491, the Alleviating Barriers for Caregivers Act. No bill number, Discussed funding for Social Security Administration. No bill number. Discussed customer service at the Social Security Administration. No bill number. Discussed operations at the Social Security Administration. No bill number. Discussed data reporting at the Social Security Administration. No bill number. Discussed Social Security Earnings Limits. No bill number. Discussed Social Security Trustees Report. No bill number. Discussed tax treatment of retirement accounts. S.1234/H.R. 2540, SSI Savings Penalty Elimination Act. S.1666, the Improving Customer Service to Victims of Identity Theft Act of 2025. H.R. 2082, the Well-Being Insurance for Seniors to be at Home Act (WISH) Act of 2025. S. 1831, the Auto Reenroll Act of 2025. H.R. 2696, the Retirement Savings for Americans Act of 2025. S. 988, the Women's Retirement Protection Act. H.R. 2023, the Women's Retirement Protection Act. Civil Rights/Civil Liberties: S. 1820/ H.R. 3522, the Protecting Older Workers Against Discrimination Act. No bill number. Discussed the Protect Older Job Applicants Act. Budget/Appropriations: No bill number. Discussed resources for state and local law enforcement. No bill number. Discussed improving fraud reporting systems. No bill number, Discussed funding for Social Security Administration. No bill number, Discussed funding for Older Americans Act and Related Programs. No bill number, Discussed funding for senior nutrition programs. No bill number. Discussed Medicaid, long-term care, and family caregivers. No bill number. Discussed funding for LIHEAP. No bill number. Discussed funding for SCSEP. No bill number. Discussed funding for Affordable Housing. No bill number. Discussed funding for safe streets. No bill number. Discussed funding for Tax Aide. No bill number. Discussed funding for transportation programs. H.R. 1582/S. 1177, the Volunteer Driver Tax Appreciation Act. H.R 2725/S. 1515, the Affordable Housing Credit Improvement Act. H.R. 2854/S. 1686, the Neighborhood Homes Investment Act. Housing: S. 1260, the Rural Housing Service Reform Act. H.R.2725/S.1515, the Affordable Housing Credit Improvement Act. H.R.2854/S.1686, the Neighborhood Homes Investment Act. H.R. 2840/S. 1299, the Housing Supply and Frameworks Act. H.R.1340, the More Homes on the Market Act. No bill number. Discussed financing for accessory dwelling units. No bill number. Discussed Home Equity Conversion Mortgages. Consumer Issues/Safety/Products: S. 281/ H.R. 1402, the Transparency In Charges for Key Events Ticketing (TICKET) Act. S. 1467/ H.R. 2808, the Homebuyers Privacy Protection Act. H.R. 306, Ending Scam Credit Repair Act Act. S. 1699, the Artificial Intelligence Public Awareness and Education Campaign Act. No bill number. Discussed elder abuse and elder justice. No bill number. Discussed guardianship. Veterans: No bill number. Discussed fraud. S. 668/H.R. 3183, the Supporting Access to Falls Education and Prevention and Strengthening Training Efforts and Promoting Safety Initiatives (SAFE STEPS) for Veterans Act of 2025. No bill number, Discussed the Caregiver Outreach and Program Enhancement (COPE) Act. H.R. 1286, the Simplifying Forms for Veterans Claims Act. Telecommunications: No bill number. Discussed robocalls, robotexts, and the impact of Generative AI. H.R. 1027, the Quashing Unwanted and Interruptive Electronic Telecommunications (QUIET) Act of 2025. S. 315/H.R. 979, the AM Radio for Every Vehicle Act of 2025. No bill number. Discussed telecommunications. No bill number. Discussed Universal Service Fund reform. No bill number. Discussed the Broadband Equity Access and Deployment (BEAD) program. No bill number. Discussed digital skills and broadband affordability. No bill number. Discussed Next Generation 911. No bill number. Discussed network resiliency and copper wireline retirements. No bill number. Discussed spectrum auction reauthorization and privacy. Disaster Planning/Emergencies: S. 1773/ H.R. 3469, the Tax Relief for Victims of Crimes, Scams, and Disasters Act. No bill number. Discussed disaster planning and response for older adults. No bill number. Discussed older adults and FEMA. Agriculture: No Bill Number. Discussed Farm Bill and Nutrition Assistance programs. Law Enforcement/Crime/Criminal Justice: H.R. 2978, the Guarding Unprotected Aging Retirees from Deception (GUARD) Act. No bill number. Discussed fraud issues. No bill number. Discussed multi-sector plans on aging. No bill number. Discussed SEC fraud enforcement issues. No bill number. Discussed the Public Company Accounting Oversight Board. No bill number. Discussed CFPB funding. No bill number. Discussed advance directives and provider accountability. No bill number. Discussed elder abuse and elder justice issues. No bill number. Discussed guardianship.

Government entities reported: Centers For Medicare and Medicaid Services (CMS) Health & Human Services, Dept of (HHS) HOUSE OF REPRESENTATIVES SENATE White House Office Government Accountability Office (GAO) Office of the Vice President of the United States Treasury, Dept of Transportation, Dept of (DOT) Labor, Dept of (DOL) Commodity Futures Trading Commission (CFTC) Consumer Financial Protection Bureau (CFPB) Securities & Exchange Commission (SEC) Social Security Administration (SSA) Housing & Urban Development, Dept of (HUD) Internal Revenue Service (IRS) Federal Communications Commission (FCC) Natl Telecommunications & Information Administration (NTIA) Federal Emergency Management Agency (FEMA) Federal Trade Commission (FTC)

Reported filing-period amount: $5,120,000

This is the amount reported for the filing/reporting period and should not be interpreted as money spent lobbying this bill alone.

View official LDA filing ↗

AICPA ASSOCIATION OF INTERNATIONAL CERTIFIED PROFESSIONAL ACCOUNTANTS

Registrant: AICPA ASSOCIATION OF INTERNATIONAL CERTIFIED PROFESSIONAL ACCOUNTANTS

2nd Quarter (Apr 1 - June 30)
Jul 18, 2025

Reported lobbying issue

Accounting: Issues impacting the accounting and auditing profession; PCAOB matters, including disciplinary proceedings, legislation related to the Sarbanes Oxley Act and proposed amendments to Auditing Standards; Implementation of the Corporate Transparency Act; Digital assets attestation issues related to proof of reserves and specifically stablecoins legislation; Issues related to Artificial Intelligence (AI) accountability and attest; Single audit of nonfederal entities federal award money. Taxation/Internal Revenue Code: General issues related to multiple areas of the tax law and code including: Legislative proposals on tax simplification, tax reform, and technical tax changes; One Big Beautiful Bill Act, P.L. 119-21; Individual, S corporation, partnership, trust and estate implementation and extension issues regarding the Tax Cuts and Jobs Act, P.L.115-97, including SALT cap passthrough entity-level taxes; Virtual currency and digital assets reporting; Disaster relief, including the Federal Disaster Tax Relief Act, Filing Relief for Natural Disasters Act (H.R. 517 / S. 132), the Casualty Loss Deduction Restoration Act, the Federal Disaster Responsibility Act, and the Disaster Related Extension of Deadlines Act (H.R. 1491), and the Tax Relief for Victims of Crimes, Scams, and Disasters Act (H.R. 3469/S.1773); 529 plan expansion legislation, the Freedom to Invest in Tomorrows Workforce Act (H.R. 1151 / S. 756); IRS priority guidance plan; Tax administration issues, including IRS modernization, regulation of tax return preparers, Circular 230, credit and refund lookback period, mailbox rule for electronic submissions and payments, and the Electronic Filing and Payment Fairness Act (H.R. 1152), the Internal Revenue Service Math and Taxpayer Help Act (H.R. 998), the Taxpayer Assistance and Service (TAS) Act discussion draft, IRS strategic operating plan, contingency plan for possible government shutdown, extension simplification and the Simplify Automatic Filing Extensions (SAFE) Act (H.R. 990), filing flexibility, quarterly estimated payments, electronic payments and disbursements; Trust and estate issues, including generation-skipping transfer taxes, basis reporting, estate tax returns, and gift tax returns; Mobile workforce and state income tax simplification issues, including the Mobile Workforce State Income Tax Simplification Tax Act (S. 1443); State remote sales tax issues; Methods and periods issues, including section 174 research and experimentation expensing, and other expired and expiring provisions; Corporate taxation issues, including the corporate alternative minimum tax (CAMT); Partnership taxation issues, basis-shifting transactions; Employee benefits tax issues, including implementation of SECURE 2.0, Federal income tax treatment of contributions and benefits, and paid benefits under state paid family and medical leave statute; Exempt organization issues, including foreign related filings; Guiding Principles of Good Tax Policy; International Code of Ethics for Professional Accountants (IESBA) rules on tax planning and related services; International tax issues, including transfer pricing, previously taxed earnings and profits, OECD Pillar One and Pillar Two issues, and other expired an expiring provisions; Individual tax issues, including qualified business income section 199A; Accounting profession tax matters related to the 2025 budget reconciliation; Beneficial ownership information reporting issues. Education: Legislation adding accounting to STEM definition. Government Issues: Federal government financial statements and the Fiscal State of the Nation. Labor Issues/Antitrust/Workplace: Antitrust liability issues and occupational licensing reform.

Government entities reported: HOUSE OF REPRESENTATIVES Natl Telecommunications & Information Administration (NTIA) Securities & Exchange Commission (SEC) SENATE Treasury, Dept of Financial Crimes Enforcement Network (FinCEN) Government Accountability Office (GAO) Internal Revenue Service (IRS) Labor, Dept of (DOL) White House Office

Reported filing-period amount: $1,400,000

This is the amount reported for the filing/reporting period and should not be interpreted as money spent lobbying this bill alone.

View official LDA filing ↗

INSURED RETIREMENT INSTITUTE

Registrant: INSURED RETIREMENT INSTITUTE

2nd Quarter (Apr 1 - June 30)
Jul 20, 2026

Reported lobbying issue

Insurance: DOL - EBSA - Implementation of the Consolidated Appropriations Act, 2023, Division T - SECURE 2.0 Act of 2022 (Public Law No: 117-328). DOL - EBSA - Fiduciary Duties in Selecting Designated Investment Alternatives, RIN 1210-AC38. DOL - Proposed Rule on Automatic Portability Transactions Exemption - 29 CFR 255 (RIN 1210-AC21). Legislation to maintain and protect the diverse array of retirement plan structures. Legislation to provide favorable tax treatment for guaranteed lifetime income. Legislation to provide technical corrections and extension of effective dates to implement the SECURE 2.0 Act. Legislation and rulemaking affecting annuities, variable life products and retirement savings including Trump Administration and Congressional proposals on tax reform, ERISA, and securities laws. Legislation to clarify the annuity selection safe harbor (P.L.116-94, Div. O, Section 204) provides a plan sponsor with the same protections in selecting an annuity contract. Legislation to direct the SEC to allow the use of amended appropriate registration forms to authorize consistent registrations for non-variable products. Legislation to make a diverse slate of indexed and variable annuity contracts with guaranteed benefits eligible to be treated as QLACs to better meet the diverse needs of retirement savers. Legislation to make long-term care insurance tax-advantaged, accessible, and affordable. Legislation to provide balanced approach to regulating the use of AI by the insured retirement industry. Legislation to require defined contribution plans to offer participants the option to invest in protected, guaranteed lifetime income solutions for all or some of their account balances. Legislation to require plan fiduciaries to provide retirement income education to employees throughout their working years. Legislation to reform ERISA to reduce frivolous litigation. Proposals at the Department of Labor for increasing access to guaranteed, protected lifetime solutions. Proposals at the Department of Treasury/IRS for increasing access to guaranteed, protected lifetime income solutions. SEC - Implementation and Enforcement of Regulation BI and Form CRS. SEC - Implementation of Public Law No: 117-328, the Consolidated Appropriations Act, 2023, Division AA - Financial Services Matters, Title I-Registration for Index linked Annuities, Sec. 101. Parity for Registered Index-Linked Annuities Regarding Registration Rules. SEC - Final Rule - Registration for Index-Linked Annuities and Registered Market Value Adjustment Annuities; Amendments to Form N-4 for Index-Linked Annuities, Registered Market Value Adjustment Annuities, and Variable Annuities; Other Technical Amendments - 17 CFR Parts 230, 232, 239, and 274, RIN 3235-AN30. SEC/Treasury - Joint Proposed Rule by SEC & FinCEN - Customer Identification Programs for Registered Investment Advisers and Exempt Reporting Advisers - 17 CFR 275, 31 CFR 1032, RIN 1506-AB66, RIN 3235-AN34. SEC - Proposed Rule - Electronic Delivery of Information Under the Federal Securities Laws (RIN: 3235-AN57). SEC - Request for Comment - Novel ETFs (RIN 3235-AN81) SEC- Proposed Rule - Registered Offering Reform - 17 CFR Parts 210, 229, 230, 232, 239, 240, and 249 (RIN 3235-AN41). Treasury - Request for Information on Uses, Opportunities, and Risks of Artificial Intelligence in the Financial Services Sector - 89 FR 50048. Treasury - FSOC - Joint Trade Effort to Restore 2019 Nonbank Financial Institution Guidance. FINRA - Regulatory Notice - 25-04 - Rule Modernization Review Proposal. FINRA - Regulatory Notice - 25-05 - Outside Business Activities Proposed Rule. FINRA - Regulatory Notice - 25-07 - Supporting Modern Member Workplaces. FINRA - Regulatory Notice - 26-14 - Requests Comment on Proposed Changes to Modernize Rule 2210 (Communications with the Public). The President's Executive Order - Democratizing Access to Alternative Assets for 401(K) Investors (08/07/2025) (E.O. 14330). The Data Privacy Act (H.R.1165 - 118th Congress). The Empowering States to Protect Seniors from Bad Actors Act (H.R.5914 - 117th Congress). The E-SIGN Modernization Act of 2022 (S.3715 - 117th Congress). The General Accounts Product Clarifications Act (H.R.9515 - 117th Congress). The Lifetime Income for Employees Act of 2023 (H.R.3942 - 118th Congress). The SAFER Banking Act (S.2860 - 118th Congress). The Secure And Fair Enforcement (SAFE) Banking Act of 2023 (S.1323/H.R.2891 - 118th Congress). The Financial Fitness Act (H.R.8944-118th Congress). The Well-Being Insurance for Seniors to be at Home Act (H.R.2082-119th Congress). The Richard L. Trumka Protecting the Right to Organize (PRO) Act of 2025 (S.852/H.R.20 - 119th Congress). The Securing and Enabling Commerce Using Remote and Electronic (SECURE) Notarization Act of 2025 (S.1561/H.R.1777 - 119th Congress). The Auto Reenroll Act (S.1831/H.R.6729 - 119th Congress). The Retirement Investment Choice Act (H.R.5748 - 119th Congress). The Restoring Integrity on Fiduciary Duty Act (S.3086 - 119th Congress). The Saving for the Future Act (H.R.5887 - 119th Congress). The ERISA Litigation Reform Act (H.R.6084 - 119th Congress). The McCarran-Ferguson Protection Act (H.R.7130 - 119th Congress). The Form 5500 Filing Simplification Act (H.R.7362 - 119th Congress). Retirement: Amends IRS Code to establish Auto Reenrollment Tax Credit (S.2512 - 118th Congress). DOL - EBSA - Implementation of the Consolidated Appropriations Act, 2023, Division T - SECURE 2.0 Act of 2022 (Public Law No: 117-328). DOL - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). DOL - Proposed Rule on Automatic Portability Transactions Exemption - 29 CFR 255 (RIN 1210-AC21). DOL Guidance on Pension‑Linked Emergency Savings Accounts. DOL - EBSA - Final Rule - Prohibited Transaction Class Exemption 84-14 for Transactions Determined by Independent Qualified Professional Asset Managers (the QPAM Exemption) (RIN 1210-ZA07). DOL- EBSA - Proposed Rule - Pooled Employer Plans: Big Plans for Small Businesses (RIN 1210-AC10). DOL - Joint Trade Letter to Chavez-DeRemer - ERISA Litigation Reform-Reduction. DOL - EBSA - Fiduciary Duties in Selecting Designated Investment Alternatives, RIN 1210-AC38. DOL - EBSA - Requirement To Provide Paper Statements in Certain Cases-Amendments to Electronic Disclosure Safe Harbors. DOL - WH - Employee or Independent Contractor Status Under the Fair Labor Standards Act, Family and Medical Leave Act, and Migrant and Seasonal Agricultural Worker Protection Act, RIN 1235-AA46 (2026). DOL - EBSA - Proposed Rule - Amendment to Prohibited Transaction Exemption Procedures - 29 CFR 2570 (RIN: 1210-AC42) DOL - EBSA - Proposed Rule - Loyalty and the Exclusive Purpose Rule in Selecting Plan Investments and Exercising Shareholder Rights - 29 CFR 2550.404a-1 (RIN: 1210-AC37). Joint Resolution providing for congressional disapproval of the Department of Labors Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights Rule (S.J.Res.8/H.J. Res.30 - 118th Congress). Legislation and rulemaking affecting 403(b) retirement plans and federal and state regulations governing their administration and operation. Legislation establishing a federal regulatory framework to oversee the cryptocurrency market in and use of cryptocurrency in retirement plans. Legislation to clarify Form 5500 reporting requirement for retirement plans filing under a Group of Plans. Legislation to maintain and protect the diverse array of retirement plan structures. Legislation to prohibit IRSs use of private debt collection agencies for individuals over the age of 65. Legislation to promote, preserve and maintain tax-deferred treatment of retirement savings. Legislation to provide favorable tax treatment for guaranteed lifetime income. Legislation to provide technical corrections and extension of effective dates to implement the SECURE 2.0 Act. Legislation and rulemaking affecting annuities, variable life products and retirement savings including Trump Administration and Congressional proposals on tax reform, ERISA, and securities laws. Legislation to clarify the annuity selection safe harbor (P.L.116-94, Div. O, Section 204) provides a plan sponsor with the same protections in selecting an annuity contract. Legislation to direct the SEC to allow the use of amended appropriate registration forms to authorize consistent registrations for non-variable products. Legislation to ensure a balanced approach to the regulation of environmental, social, and governance investments. Legislation to increase protections and safeguards for personal financial information. Legislation to make a diverse slate of indexed and variable annuity contracts with guaranteed benefits eligible to be treated as QLACs to better meet the diverse needs of retirement savers. Legislation to make long-term care insurance tax-advantaged, accessible, and affordable. Legislation to provide balanced approach to regulating the use of AI by the insured retirement industry. Legislation to require defined contribution plans to offer participants the option to invest in protected, guaranteed lifetime income solutions for all or some of their account balances. Legislation to require inclusion of longevity risk language in annual plan notices. Legislation to require plan fiduciaries to provide retirement income education to employees throughout their working years. Legislation to reform ERISA to reduce frivolous litigation. Proposals at the Department of Labor for increasing access to guaranteed, protected lifetime solutions. Proposals at the Department of Labor to Rescind "ESG Rule" and Draft "Anti-ESG Rule." Proposals at the Department of Treasury/IRS for increasing access to guaranteed, protected lifetime income solutions. SEC - FINRA - Proposed Rule Change to Extend the Effectiveness of Temporary FINRA Rule 3110.17 - SR-FINRA-2021-023. SEC - Implementation and Enforcement of Regulation BI and Form CRS. SEC - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). SEC - Implementation of Public Law No: 117-328, the Consolidated Appropriations Act, 2023, Division AA - Financial Services Matters, Title I-Registration for Index linked Annuities, Sec. 101. Parity for Registered Index-Linked Annuities Regarding Registration Rules. SEC - Final Rule - Registration for Index-Linked Annuities and Registered Market Value Adjustment Annuities; Amendments to Form N-4 for Index-Linked Annuities, Registered Market Value Adjustment Annuities, and Variable Annuities; Other Technical Amendments - 17 CFR Parts 230, 232, 239, and 274, RIN 3235-AN30. The President's Executive Order - Democratizing Access to Alternative Assets for 401(K) Investors (08/07/2025) (E.O. 14330). The Data Privacy Act (H.R.1165 - 118th Congress). The Empowering States to Protect Seniors from Bad Actors Act (H.R.5914 - 117th Congress). The E-SIGN Modernization Act of 2022 (S.3715 - 117th Congress). The Financial Freedom Act of 2023 (S.427/H.R.1177 - 118th Congress). The Financial Innovation and Technology for the 21st Century Act (H.R.4763 - 118th Congress). The General Accounts Product Clarifications Act (H.R.9515 - 117th Congress). The Lifetime Income for Employees Act of 2023 (H.R.3942 - 118th Congress). The Lummis-Gillibrand Responsible Financial Innovation Act (S.2281 - 118th Congress). The Portable Benefits for Independent Workers Pilot Program Act (S.1696/H.R.3482 - 118th Congress). The RETIRE Act (H.R. 5339 - 118th Congress). The SAFER Banking Act (S.2860 - 118th Congress). The Secure And Fair Enforcement (SAFE) Banking Act of 2023 (S.1323/H.R.2891 - 118th Congress). The Small Business Tax Fairness Act (S.2387 - 117th Congress). The Small Businesses Add Value for Employees (SAVE) Act (H.R.4637 - 115th Congress). The Expanding Access to Retirement Savings for Caregivers Act (H.R.6772 - 118th Congress). The Elder Justice Reauthorization and Modernization Act of 2023 (S.1198/H.R.2718-118th Congress). The Ensuring Sound Guidance Act (S.2282/H.R.4237 - 118th Congress). The Expanding Access to Capital Act (H.R.2799 - 118th Congress). The Financial Fitness Act (H.R.8944 - 118th Congress). The Empowering Main Street in America Act (S.5139 - 118th Congress). The Retirement Fairness for Charities and Educational Institutions Act of 2025 (S.424/H.R.1013-119th Congress). The GUARD Act (H.R.2978 - 119th Congress). The Protecting Prudent Investment of Retirement Savings Act (H.R.2988 - 119th Congress). The Retirement Proxy Protection Act (H.R. 1996 - 119th Congress). The Retirement Savings for Americans Act (S.1526/H.R.2696 - 119th Congress). The Balancing the Scales Act (H.R.2958 - 119th Congress). The EBSA Investigations Transparency Act (H.R.2869 - 119th Congress). The Employee Ownership Fairness Act (S.1727 - 119th Congress). The Employee Ownership Financing Act (S.2458 - 119th Congress). The Employee Ownership Representation Act (S.1728 - 119th Congress). The Financial Exploitation Prevention Act of 2025 (S.2840/H.R.2478 - 119th Congress). The Helping Young Americans Save for Retirement Act (H.R.4718/S.1707 - 119th Congress). The Improving Disclosure for Investors Act 2024/2025 (S.1877/H.R.2441 - 119th Congress). The Independent Retirement Fairness Act (S.2217 - 119th Congress). The Promotion and Expansion of Private Employee Ownership Act (S.2461 - 119th Congress). The Richard L. Trumka Protecting the Right to Organize (PRO) Act of 2025 (S.852/H.R.20 - 119th Congress). The Securing and Enabling Commerce Using Remote and Electronic (SECURE) Notarization Act of 2025 (S.1561/H.R.1777 - 119th Congress). The Unlocking Benefits for Independent Workers Act (S.2210 - 119th Congress). The Auto Reenroll Act (S.1831/H.R.6729 - 119th Congress). The Automatic IRA Act of 2025 (H.R.6722-119th Congress). The ERISA Litigation Reform Act (H.R.6084 - 119th Congress). The Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 (H.R.3383 - 119th Congress). The Providing Complete Information to Retirement Investors Act (S.3083 - 119th Congress). The Restoring Integrity on Fiduciary Duty Act (S.3086 - 119th Congress). The Retirement Investment Choice Act (H.R.5748 - 119th Congress). The Saving for the Future Act (H.R.5887 - 119th Congress). The Retirement Simplification and Clarity Act (H.R. 6324 - 119th Congress). The Senior Security Act (S.4055/H.R.1469-119th Congress). The Small Nonprofit Retirement Security Act (S.2365/H.R.4548 - 119th Congress). The Pensions for All Act (S.2335/H.R.7556 - 119th Congress). The ABLE Tomorrow Act (S.4498 - 119th Congress). The Catching Up Family Caregivers Act (S.4291/H.R.8273-119th Congress). The Form 5500 Filing Simplification Act (H.R.7362 - 119th Congress). The Improving Retirement Security for Family Caregivers Act (S.4292/H.R.8274-119th Congress). The Investigation Status and Governance for Honest Transparency Act (S.4360 - 119th Congress). The Optimizing Participant Tax Incentives through Optional Noncash Selections Act (H.R.8314-119th Congress). Treasury - IRS - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). Treasury - IRS - Implementation of Public Law No: 117-328, the Consolidated Appropriations Act, 2023, Division T - SECURE 2.0 Act of 2022. Treasury - Request for Information on Financial Inclusion - 88 FR 88702 - Treas-Do-2023-0014. Treasury - FSOC - Joint Trade Effort to Restore 2019 Nonbank Financial Institution Guidance. Taxation/Internal Revenue Code: Amends IRS Code to establish Auto Reenrollment Tax Credit (S.2512 - 118th Congress). DOL - EBSA - Implementation of the Consolidated Appropriations Act, 2023, Division T - SECURE 2.0 Act of 2022 (Public Law No: 117-328). DOL - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). DOL Guidance on Pension‑Linked Emergency Savings Accounts. DOL - EBSA - Final Rule - Prohibited Transaction Class Exemption 84-14 for Transactions Determined by Independent Qualified Professional Asset Managers (the QPAM Exemption) (RIN 1210-ZA07). DOL - EBSA - Proposed Rule - Pooled Employer Plans: Big Plans for Small Businesses (RIN 1210-AC10). DOL - EBSA - Fiduciary Duties in Selecting Designated Investment Alternatives, RIN 1210-AC38. DOL - EBSA - Requirement To Provide Paper Statements in Certain Cases-Amendments to Electronic Disclosure Safe Harbors. DOL - WH - Employee or Independent Contractor Status Under the Fair Labor Standards Act, Family and Medical Leave Act, and Migrant and Seasonal Agricultural Worker Protection Act, RIN 1235-AA46 (2026). DOL - EBSA - Proposed Rule - Amendment to Prohibited Transaction Exemption Procedures - 29 CFR 2570 (RIN: 1210-AC42). DOL - EBSA - Proposed Rule - Loyalty and the Exclusive Purpose Rule in Selecting Plan Investments and Exercising Shareholder Rights - 29 CFR 2550.404a-1 (RIN: 1210-AC37). The President's Executive Order - Democratizing Access to Alternative Assets for 401(K) Investors (08/07/2025) (E.O. 14330). Legislation and rulemaking affecting 403(b) retirement plans and federal and state regulations governing their administration and operation. Legislation to prohibit IRSs use of private debt collection agencies for individuals over the age of 65. Legislation to promote, preserve and maintain tax-deferred treatment of retirement savings. Legislation to provide favorable tax treatment for guaranteed lifetime income. Legislation to provide technical corrections and extension of effective dates to implement the SECURE 2.0 Act. Legislation and rulemaking affecting annuities, variable life products and retirement savings including Trump Administration and Congressional proposals on tax reform, ERISA, and securities laws. Legislation to make a diverse slate of indexed and variable annuity contracts with guaranteed benefits eligible to be treated as QLACs to better meet the diverse needs of retirement savers. Legislation to make long-term care insurance tax-advantaged, accessible, and affordable. Legislation to require defined contribution plans to offer participants the option to invest in protected, guaranteed lifetime income solutions for all or some of their account balances. Proposals at the Department of Labor for increasing access to guaranteed, protected lifetime solutions. Proposals at the Department of Labor to Rescind "ESG Rule" and Draft "Anti-ESG Rule." Proposals at the Department of Treasury/IRS for increasing access to guaranteed, protected lifetime income solutions. SEC - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). SEC/Treasury - Joint Proposed Rule by SEC & FinCEN - Customer Identification Programs for Registered Investment Advisers and Exempt Reporting Advisers - 17 CFR 275, 31 CFR 1032, RIN 1506-AB66, RIN 3235-AN34. The Lifetime Income for Employees Act of 2023 (H.R.3942 - 118th Congress). The Portable Benefits for Independent Workers Pilot Program Act (S.1696/H.R.3482 - 118th Congress). The Small Business Tax Fairness Act (S.2387 - 117th Congress). The Small Businesses Add Value for Employees (SAVE) Act (H.R.4637 - 115th Congress). To amend the Internal Revenue Code of 1986 to permit the rollover contributions from Roth IRAs to designated Roth accounts (H.R.6757 - 118th Congress). The Expanding Access to Retirement Savings for Caregivers Act (H.R.6772 - 118th Congress). The Well-Being Insurance for Seniors to be at Home Act (H.R.2082 - 119th Congress). The Generating Retirement Ownership through Long-Term Holding Act (S.1839/H.R.2089 - 119th Congress). The Retirement Savings for Americans Act (S.1526/H.R.2696 - 119th Congress). The Tax Relief for Victims of Crimes, Scams, and Disasters Act (S.1773/H.R.3469 - 119th Congress). The Financial Exploitation Prevention Act of 2025 (S.2840/H.R.2478 - 119th Congress). The Helping Young Americans Save for Retirement Act (H.R.4718/S.1707 - 119th Congress). The Promotion and Expansion of Private Employee Ownership Act (S.2461 - 119th Congress). The Protecting Prudent Investment of Retirement Savings Act (H.R.2988 - 119th Congress). The Securing and Enabling Commerce Using Remote and Electronic (SECURE) Notarization Act of 2025 (S.1561/H.R.1777 - 119th Congress). The Auto Reenroll Act (S.1831/H.R.6729 - 119th Congress). The Automatic IRA Act of 2025 (H.R.6722 - 119th Congress). The Saving for the Future Act (H.R.5887 - 119th Congress). The Retirement Simplification and Clarity Act (H.R. 6324 - 119th Congress). The Small Nonprofit Retirement Security Act (S.2365/H.R.4548 - 119th Congress). The Pensions for All Act (S.2335/H.R.7556 - 119th Congress). The ABLE Tomorrow Act (S.4498 - 119th Congress). The Catching Up Family Caregivers Act (S.4291/H.R.8273-119th Congress). The Form 5500 Filing Simplification Act (H.R.7362 - 119th Congress) The Improving Retirement Security for Family Caregivers Act (S.4292/H.R.8274 - 119th Congress). The Optimizing Participant Tax Incentives through Optional Noncash Selections Act (H.R.8314-119th Congress). Treasury - IRS - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). Treasury - IRS - Implementation of Public Law No: 117-328, the Consolidated Appropriations Act, 2023, Division T - SECURE 2.0 Act of 2022. Treasury - Request for Information on Uses, Opportunities, and Risks of Artificial Intelligence in the Financial Services Sector - 89 FR 50048. Treasury - FinCEN - Final Rule on AML/CFT Program and Suspicious Activity Report Filing Requirements for RIAs and Exempt Reporting Advisers (RIN 1506-AB58). Treasury - IRS - Final Rule Required Minimum Distributions - 87 FR 10504, 26 CFR 1 and 26 CFR 54, REG-105954-20 (RIN 1545-BP82). Treasury - FSOC - Joint Trade Effort to Restore 2019 Nonbank Financial Institution Guidance. Financial Institutions/Investments/Securities: DOL - Proposed Rule on Automatic Portability Transactions Exemption - 29 CFR 255 (RIN 1210-AC21). DOL - EBSA - Fiduciary Duties in Selecting Designated Investment Alternatives, RIN 1210-AC38. FINRA - Regulatory Notice - 25-04 - Rule Modernization Review Proposal. FINRA - Regulatory Notice - 25-05 - Outside Business Activities Proposed Rule. FINRA - Regulatory Notice - 25-07 - Supporting Modern Member Workplaces. FINRA - Regulatory Notice - 26-14 - Requests Comment on Proposed Changes to Modernize Rule 2210 (Communications with the Public). Legislation establishing a federal regulatory framework to oversee the cryptocurrency market in and use of cryptocurrency in retirement plans. Legislation to provide favorable tax treatment for guaranteed lifetime income. Legislation and rulemaking affecting annuities, variable life products and retirement savings including Trump Administration and Congressional proposals on tax reform, ERISA, and securities laws. Legislation to direct the SEC to allow the use of amended appropriate registration forms to authorize consistent registrations for non-variable products. Legislation to ensure a balanced approach to the regulation of environmental, social, and governance investments. Legislation to increase protections and safeguards for personal financial information. Legislation to make a diverse slate of indexed and variable annuity contracts with guaranteed benefits eligible to be treated as QLACs to better meet the diverse needs of retirement savers. Legislation to provide balanced approach to regulating the use of AI by the insured retirement industry. Proposals at the Department of Labor for increasing access to guaranteed, protected lifetime solutions. Proposals at the Department of Labor to Rescind "ESG Rule" and Draft "Anti-ESG Rule." Proposals at the Department of Treasury/IRS for increasing access to guaranteed, protected lifetime income solutions. SEC - Implementation and Enforcement of Regulation BI and Form CRS. SEC - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). SEC - Implementation of Public Law No: 117-328, the Consolidated Appropriations Act, 2023, Division AA - Financial Services Matters, Title I-Registration for Index linked Annuities, Sec. 101. Parity for Registered Index-Linked Annuities Regarding Registration Rules. SEC/Treasury - Joint Proposed Rule by SEC & FinCEN - Customer Identification Programs for Registered Investment Advisers and Exempt Reporting Advisers - 17 CFR 275, 31 CFR 1032, RIN 1506-AB66, RIN 3235-AN34. SEC - Final Rule - Registration for Index-Linked Annuities and Registered Market Value Adjustment Annuities; Amendments to Form N-4 for Index-Linked Annuities, Registered Market Value Adjustment Annuities, and Variable Annuities; Other Technical Amendments - 17 CFR Parts 230, 232, 239, and 274, RIN 3235-AN30. SEC - Proposed Rule - Electronic Delivery of Information Under the Federal Securities Laws (RIN: 3235-AN57). SEC - Request for Comment - Novel ETFs (RIN 3235-AN81). SEC- Proposed Rule - Registered Offering Reform - 17 CFR Parts 210, 229, 230, 232, 239, 240, and 249 (RIN 3235-AN41). The President's Executive Order - Democratizing Access to Alternative Assets for 401(K) Investors (08/07/2025) (E.O. 14330). The Data Privacy Act (H.R.1165 - 118th Congress). The Empowering States to Protect Seniors from Bad Actors Act (H.R.5914 - 117th Congress). The E-SIGN Modernization Act of 2022 (S.3715 - 117th Congress). The Financial Freedom Act of 2023(S.427/H.R.1177 - 118th Congress). The Financial Innovation and Technology for the 21st Century Act (H.R.4763 - 118th Congress). The Improving Corporate Governance Through Diversity Act of 2023 (S.2007/H.R.4177 - 118th Congress). The Lummis-Gillibrand Responsible Financial Innovation Act (S.2281 - 118th Congress). The No Discrimination in My Benefits Act (H.R.5338 - 118th Congress). The RETIRE Act (H.R.5339 - 118th Congress). The Retirement Proxy Protection Act (H.R.5337 - 118th Congress). The SAFER Banking Act (S.2860 - 118th Congress). The Secure And Fair Enforcement (SAFE) Banking Act of 2023 (S.1323/H.R.2891 - 118th Congress). The Elder Justice Reauthorization and Modernization Act of 2023 (S.1198/H.R.2718 - 118th Congress). The Ensuring Sound Guidance Act (S.2282/H.R.4237 - 118th Congress). The Expanding Access to Capital Act (H.R.2799 - 118th Congress). The Empowering Main Street in America Act (S.5139 - 118th Congress). The Retirement Fairness for Charities and Educational Institutions Act of 2025 (S.424/H.R.1013-119th Congress). The Protecting Prudent Investment of Retirement Savings Act (H.R.2988 - 119th Congress). The Tax Relief for Victims of Crimes, Scams, and Disasters Act (S.1773/H.R.3469 - 119th Congress). The Financial Exploitation Prevention Act of 2025 (S.2840/H.R.2478 - 119th Congress). The Helping Young Americans Save for Retirement Act (H.R.4718/S.1707 - 119th Congress). The Improving Disclosure for Investors Act 2024/2025(S.1877/H.R.2441 - 119th Congress). The Securing and Enabling Commerce Using Remote and Electronic (SECURE) Notarization Act of 2025 (S.1561/H.R.1777 - 119th Congress). The Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 (H.R.3383 - 119th Congress). The Retirement Investment Choice Act (H.R.5748 - 119th Congress). The Senior Security Act (S.4055/H.R.1469 - 119th Congress). The Catching Up Family Caregivers Act (S.4291/H.R.8273 - 119th Congress). Treasury - IRS - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). Treasury - Request for Information on Uses, Opportunities, and Risks of Artificial Intelligence in the Financial Services Sector - 89 FR 50048. Treasury - FSOC - Joint Trade Effort to Restore 2019 Nonbank Financial Institution Guidance.

Government entities reported: HOUSE OF REPRESENTATIVES Internal Revenue Service (IRS) Labor, Dept of (DOL) Securities & Exchange Commission (SEC) SENATE Treasury, Dept of

Reported filing-period amount: $180,000

This is the amount reported for the filing/reporting period and should not be interpreted as money spent lobbying this bill alone.

View official LDA filing ↗

INSURED RETIREMENT INSTITUTE

Registrant: INSURED RETIREMENT INSTITUTE

1st Quarter (Jan 1 - Mar 31)
Apr 20, 2026

Reported lobbying issue

Insurance: DOL - EBSA - Implementation of the Consolidated Appropriations Act, 2023, Division T - SECURE 2.0 Act of 2022 (Public Law No: 117-328). DOL - EBSA - Fiduciary Duties in Selecting Designated Investment Alternatives, RIN 1210-AC38. DOL - Proposed Rule on Automatic Portability Transactions Exemption - 29 CFR 255 (RIN 1210-AC21). Legislation to maintain and protect the diverse array of retirement plan structures. Legislation to provide favorable tax treatment for guaranteed lifetime income. Legislation to provide technical corrections and extension of effective dates to implement the SECURE 2.0 Act. Legislation and rulemaking affecting annuities, variable life products and retirement savings including Trump Administration and Congressional proposals on tax reform, ERISA, and securities laws. Legislation to clarify the annuity selection safe harbor (P.L.116-94, Div. O, Section 204) provides a plan sponsor with the same protections in selecting an annuity contract. Legislation to direct the SEC to allow the use of amended appropriate registration forms to authorize consistent registrations for non-variable products. Legislation to make a diverse slate of indexed and variable annuity contracts with guaranteed benefits eligible to be treated as QLACs to better meet the diverse needs of retirement savers. Legislation to make long-term care insurance tax-advantaged, accessible, and affordable. Legislation to provide balanced approach to regulating the use of AI by the insured retirement industry. Legislation to require defined contribution plans to offer participants the option to invest in protected, guaranteed lifetime income solutions for all or some of their account balances. Legislation to require plan fiduciaries to provide retirement income education to employees throughout their working years. Legislation to reform ERISA to reduce frivolous litigation. Proposals at the Department of Labor for increasing access to guaranteed, protected lifetime solutions. Proposals at the Department of Treasury/IRS for increasing access to guaranteed, protected lifetime income solutions. SEC - Implementation and Enforcement of Regulation BI and Form CRS. SEC - Implementation of Public Law No: 117-328, the Consolidated Appropriations Act, 2023, Division AA - Financial Services Matters, Title I-Registration for Index linked Annuities, Sec. 101. Parity for Registered Index-Linked Annuities Regarding Registration Rules. SEC - Final Rule - Registration for Index-Linked Annuities and Registered Market Value Adjustment Annuities; Amendments to Form N-4 for Index-Linked Annuities, Registered Market Value Adjustment Annuities, and Variable Annuities; Other Technical Amendments - 17 CFR Parts 230, 232, 239, and 274, RIN 3235-AN30. SEC/Treasury - Joint Proposed Rule by SEC & FinCEN - Customer Identification Programs for Registered Investment Advisers and Exempt Reporting Advisers - 17 CFR 275, 31 CFR 1032, RIN 1506-AB66, RIN 3235-AN34. Treasury - Request for Information on Uses, Opportunities, and Risks of Artificial Intelligence in the Financial Services Sector - 89 FR 50048. Treasury - FSOC - Joint Trade Effort to Restore 2019 Nonbank Financial Institution Guidance. FINRA - Regulatory Notice - 25-04 - Rule Modernization Review Proposal. FINRA - Regulatory Notice - 25-05 - Outside Business Activities Proposed Rule. FINRA - Regulatory Notice - 25-07 - Supporting Modern Member Workplaces. The President's Executive Order - Democratizing Access to Alternative Assets for 401(K) Investors (08/07/2025) (E.O. 14330). The Data Privacy Act (H.R.1165 - 118th Congress). The Empowering States to Protect Seniors from Bad Actors Act (H.R.5914 - 117th Congress). The E-SIGN Modernization Act of 2022 (S.3715 - 117th Congress). The General Accounts Product Clarifications Act (H.R.9515 - 117th Congress). The Lifetime Income for Employees Act of 2023 (H.R.3942 - 118th Congress). The SAFER Banking Act (S.2860 - 118th Congress). The Secure And Fair Enforcement (SAFE) Banking Act of 2023 (S.1323/H.R.2891 - 118th Congress). The Financial Fitness Act (H.R.8944-118th Congress). The Well-Being Insurance for Seniors to be at Home Act (H.R.2082-119th Congress). The Richard L. Trumka Protecting the Right to Organize (PRO) Act of 2025 (S.852/H.R.20 - 119th Congress). The Securing and Enabling Commerce Using Remote and Electronic (SECURE) Notarization Act of 2025 (S.1561/H.R.1777 - 119th Congress). The Auto Reenroll Act (S.1831/H.R.6729 - 119th Congress). The Retirement Investment Choice Act (H.R.5748 - 119th Congress). The Restoring Integrity on Fiduciary Duty Act (S.3086 - 119th Congress). The Saving for the Future Act (H.R.5887 - 119th Congress). The ERISA Litigation Reform Act (H.R.6084 - 119th Congress). The McCarran-Ferguson Protection Act (H.R.7130 - 119th Congress). Retirement: Amends IRS Code to establish Auto Reenrollment Tax Credit (S.2512 - 118th Congress). DOL - EBSA - Implementation of the Consolidated Appropriations Act, 2023, Division T - SECURE 2.0 Act of 2022 (Public Law No: 117-328). DOL - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). DOL - Proposed Rule on Automatic Portability Transactions Exemption - 29 CFR 255 (RIN 1210-AC21). DOL Guidance on Pension‑Linked Emergency Savings Accounts. DOL - EBSA - Final Rule - Prohibited Transaction Class Exemption 84-14 for Transactions Determined by Independent Qualified Professional Asset Managers (the QPAM Exemption) (RIN 1210-ZA07). DOL- EBSA - Proposed Rule - Pooled Employer Plans: Big Plans for Small Businesses (RIN 1210-AC10). DOL - Joint Trade Letter to Chavez-DeRemer - ERISA Litigation Reform-Reduction. DOL - EBSA - Fiduciary Duties in Selecting Designated Investment Alternatives, RIN 1210-AC38. DOL - EBSA - Requirement To Provide Paper Statements in Certain Cases-Amendments to Electronic Disclosure Safe Harbors. DOL - WH - Employee or Independent Contractor Status Under the Fair Labor Standards Act, Family and Medical Leave Act, and Migrant and Seasonal Agricultural Worker Protection Act, RIN 1235-AA46 (2026). Joint Resolution providing for congressional disapproval of the Department of Labors Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights Rule (S.J.Res.8/H.J. Res.30 - 118th Congress). Legislation and rulemaking affecting 403(b) retirement plans and federal and state regulations governing their administration and operation. Legislation establishing a federal regulatory framework to oversee the cryptocurrency market in and use of cryptocurrency in retirement plans. Legislation to clarify Form 5500 reporting requirement for retirement plans filing under a Group of Plans. Legislation to maintain and protect the diverse array of retirement plan structures. Legislation to prohibit IRSs use of private debt collection agencies for individuals over the age of 65. Legislation to promote, preserve and maintain tax-deferred treatment of retirement savings. Legislation to provide favorable tax treatment for guaranteed lifetime income. Legislation to provide technical corrections and extension of effective dates to implement the SECURE 2.0 Act. Legislation and rulemaking affecting annuities, variable life products and retirement savings including Trump Administration and Congressional proposals on tax reform, ERISA, and securities laws. Legislation to clarify the annuity selection safe harbor (P.L.116-94, Div. O, Section 204) provides a plan sponsor with the same protections in selecting an annuity contract. Legislation to direct the SEC to allow the use of amended appropriate registration forms to authorize consistent registrations for non-variable products. Legislation to ensure a balanced approach to the regulation of environmental, social, and governance investments. Legislation to increase protections and safeguards for personal financial information. Legislation to make a diverse slate of indexed and variable annuity contracts with guaranteed benefits eligible to be treated as QLACs to better meet the diverse needs of retirement savers. Legislation to make long-term care insurance tax-advantaged, accessible, and affordable. Legislation to provide balanced approach to regulating the use of AI by the insured retirement industry. Legislation to require defined contribution plans to offer participants the option to invest in protected, guaranteed lifetime income solutions for all or some of their account balances. Legislation to require inclusion of longevity risk language in annual plan notices. Legislation to require plan fiduciaries to provide retirement income education to employees throughout their working years. Legislation to reform ERISA to reduce frivolous litigation. Proposals at the Department of Labor for increasing access to guaranteed, protected lifetime solutions. Proposals at the Department of Labor to Rescind "ESG Rule" and Draft "Anti-ESG Rule." Proposals at the Department of Treasury/IRS for increasing access to guaranteed, protected lifetime income solutions. SEC - FINRA - Proposed Rule Change to Extend the Effectiveness of Temporary FINRA Rule 3110.17 - SR-FINRA-2021-023. SEC - Implementation and Enforcement of Regulation BI and Form CRS. SEC - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). SEC - Implementation of Public Law No: 117-328, the Consolidated Appropriations Act, 2023, Division AA - Financial Services Matters, Title I-Registration for Index linked Annuities, Sec. 101. Parity for Registered Index-Linked Annuities Regarding Registration Rules. SEC - Final Rule - Registration for Index-Linked Annuities and Registered Market Value Adjustment Annuities; Amendments to Form N-4 for Index-Linked Annuities, Registered Market Value Adjustment Annuities, and Variable Annuities; Other Technical Amendments - 17 CFR Parts 230, 232, 239, and 274, RIN 3235-AN30. The President's Executive Order - Democratizing Access to Alternative Assets for 401(K) Investors (08/07/2025) (E.O. 14330). The Data Privacy Act (H.R.1165 - 118th Congress). The Empowering States to Protect Seniors from Bad Actors Act (H.R.5914 - 117th Congress). The E-SIGN Modernization Act of 2022 (S.3715 - 117th Congress). The Financial Freedom Act of 2023 (S.427/H.R.1177 - 118th Congress). The Financial Innovation and Technology for the 21st Century Act (H.R.4763 - 118th Congress). The General Accounts Product Clarifications Act (H.R.9515 - 117th Congress). The Lifetime Income for Employees Act of 2023 (H.R.3942 - 118th Congress). The Lummis-Gillibrand Responsible Financial Innovation Act (S.2281 - 118th Congress). The Portable Benefits for Independent Workers Pilot Program Act (S.1696/H.R.3482 - 118th Congress). The RETIRE Act (H.R. 5339 - 118th Congress). The SAFER Banking Act (S.2860 - 118th Congress). The Secure And Fair Enforcement (SAFE) Banking Act of 2023 (S.1323/H.R.2891 - 118th Congress). The Small Business Tax Fairness Act (S.2387 - 117th Congress). The Small Businesses Add Value for Employees (SAVE) Act (H.R.4637 - 115th Congress). The Expanding Access to Retirement Savings for Caregivers Act (H.R.6772 - 118th Congress). The Elder Justice Reauthorization and Modernization Act of 2023 (S.1198/H.R.2718-118th Congress). The Ensuring Sound Guidance Act (S.2282/H.R.4237 - 118th Congress). The Expanding Access to Capital Act (H.R.2799-118th Congress). The Financial Fitness Act (H.R.8944-118th Congress). The Empowering Main Street in America Act (S.5139-118th Congress). The Catching Up Family Caregivers Act (S.5149/H.R.9764-118th Congress). The Improving Retirement Security for Family Caregivers Act (S.5148/H.R.9765-118th Congress). The Retirement Fairness for Charities and Educational Institutions Act of 2025 (S.424/H.R.1013-119th Congress). The GUARD Act (H.R.2978-119th Congress). The Protecting Prudent Investment of Retirement Savings Act (H.R.2988 - 119th Congress). The Retirement Proxy Protection Act (H.R. 1996 - 119th Congress). The Retirement Savings for Americans Act (S.1526/H.R.2696 - 119th Congress). The Balancing the Scales Act (H.R.2958 - 119th Congress). The EBSA Investigations Transparency Act (H.R.2869 - 119th Congress). The Employee Ownership Fairness Act (S.1727 - 119th Congress). The Employee Ownership Financing Act (S.2458 - 119th Congress). The Employee Ownership Representation Act (S.1728 - 119th Congress). The Financial Exploitation Prevention Act of 2025 (S.2840/H.R.2478 - 119th Congress). The Helping Young Americans Save for Retirement Act (H.R.4718/S.1707 - 119th Congress). The Improving Disclosure for Investors Act 2024/2025 (S.1877/H.R.2441 - 119th Congress). The Independent Retirement Fairness Act (S.2217 - 119th Congress). The Promotion and Expansion of Private Employee Ownership Act (S.2461 - 119th Congress). The Richard L. Trumka Protecting the Right to Organize (PRO) Act of 2025 (S.852/H.R.20 - 119th Congress). The Securing and Enabling Commerce Using Remote and Electronic (SECURE) Notarization Act of 2025 (S.1561/H.R.1777 - 119th Congress). The Unlocking Benefits for Independent Workers Act (S.2210 - 119th Congress). The Auto Reenroll Act (S.1831/H.R.6729 - 119th Congress). The Automatic IRA Act of 2025 (H.R.6722-119th Congress). The ERISA Litigation Reform Act (H.R.6084 - 119th Congress). The Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 (H.R.3383 - 119th Congress). The Providing Complete Information to Retirement Investors Act (S.3083 - 119th Congress). The Restoring Integrity on Fiduciary Duty Act (S.3086 - 119th Congress). The Retirement Investment Choice Act (H.R.5748 - 119th Congress). The Saving for the Future Act (H.R.5887 - 119th Congress). The Retirement Simplification and Clarity Act (H.R. 6324 - 119th Congress). The Senior Security Act (S.4055/H.R.1469-119th Congress). The Small Nonprofit Retirement Security Act (S.2365/H.R.4548 - 119th Congress). The Pensions for All Act (S.2335/H.R.7556 - 119th Congress). Treasury - IRS - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). Treasury - IRS - Implementation of Public Law No: 117-328, the Consolidated Appropriations Act, 2023, Division T - SECURE 2.0 Act of 2022. Treasury - Request for Information on Financial Inclusion - 88 FR 88702 - Treas-Do-2023-0014. Treasury - FSOC - Joint Trade Effort to Restore 2019 Nonbank Financial Institution Guidance. Taxation/Internal Revenue Code: Amends IRS Code to establish Auto Reenrollment Tax Credit (S.2512 - 118th Congress). DOL - EBSA - Implementation of the Consolidated Appropriations Act, 2023, Division T - SECURE 2.0 Act of 2022 (Public Law No: 117-328). DOL - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). DOL Guidance on Pension‑Linked Emergency Savings Accounts. DOL - EBSA - Final Rule - Prohibited Transaction Class Exemption 84-14 for Transactions Determined by Independent Qualified Professional Asset Managers (the QPAM Exemption) (RIN 1210-ZA07). DOL - EBSA - Proposed Rule - Pooled Employer Plans: Big Plans for Small Businesses (RIN 1210-AC10). DOL - EBSA - Fiduciary Duties in Selecting Designated Investment Alternatives, RIN 1210-AC38. DOL - EBSA - Requirement To Provide Paper Statements in Certain Cases-Amendments to Electronic Disclosure Safe Harbors. DOL - WH - Employee or Independent Contractor Status Under the Fair Labor Standards Act, Family and Medical Leave Act, and Migrant and Seasonal Agricultural Worker Protection Act, RIN 1235-AA46 (2026). The President's Executive Order - Democratizing Access to Alternative Assets for 401(K) Investors (08/07/2025) (E.O. 14330). Legislation and rulemaking affecting 403(b) retirement plans and federal and state regulations governing their administration and operation. Legislation to prohibit IRSs use of private debt collection agencies for individuals over the age of 65. Legislation to promote, preserve and maintain tax-deferred treatment of retirement savings. Legislation to provide favorable tax treatment for guaranteed lifetime income. Legislation to provide technical corrections and extension of effective dates to implement the SECURE 2.0 Act. Legislation and rulemaking affecting annuities, variable life products and retirement savings including Trump Administration and Congressional proposals on tax reform, ERISA, and securities laws. Legislation to make a diverse slate of indexed and variable annuity contracts with guaranteed benefits eligible to be treated as QLACs to better meet the diverse needs of retirement savers. Legislation to make long-term care insurance tax-advantaged, accessible, and affordable. Legislation to require defined contribution plans to offer participants the option to invest in protected, guaranteed lifetime income solutions for all or some of their account balances. Proposals at the Department of Labor for increasing access to guaranteed, protected lifetime solutions. Proposals at the Department of Labor to Rescind "ESG Rule" and Draft "Anti-ESG Rule." Proposals at the Department of Treasury/IRS for increasing access to guaranteed, protected lifetime income solutions. SEC - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). SEC/Treasury - Joint Proposed Rule by SEC & FinCEN - Customer Identification Programs for Registered Investment Advisers and Exempt Reporting Advisers - 17 CFR 275, 31 CFR 1032, RIN 1506-AB66, RIN 3235-AN34. The Lifetime Income for Employees Act of 2023 (H.R.3942 - 118th Congress). The Portable Benefits for Independent Workers Pilot Program Act (S.1696/H.R.3482 - 118th Congress). The Small Business Tax Fairness Act (S.2387 - 117th Congress). The Small Businesses Add Value for Employees (SAVE) Act (H.R.4637 - 115th Congress). To amend the Internal Revenue Code of 1986 to permit the rollover contributions from Roth IRAs to designated Roth accounts (H.R.6757 - 118th Congress). The Expanding Access to Retirement Savings for Caregivers Act (H.R.6772 - 118th Congress). The Catching Up Family Caregivers Act (S.5149/H.R.9764-118th Congress). The Improving Retirement Security for Family Caregivers Act (S.5148/H.R.9765-118th Congress). The Well-Being Insurance for Seniors to be at Home Act (H.R.2082-119th Congress). The Generating Retirement Ownership through Long-Term Holding Act (S.1839/H.R.2089 - 119th Congress). The Retirement Savings for Americans Act (S.1526/H.R.2696 - 119th Congress). The Tax Relief for Victims of Crimes, Scams, and Disasters Act (S.1773/H.R.3469 - 119th Congress). The Financial Exploitation Prevention Act of 2025 (S.2840/H.R.2478 - 119th Congress). The Helping Young Americans Save for Retirement Act (H.R.4718/S.1707 - 119th Congress). The Promotion and Expansion of Private Employee Ownership Act (S.2461 - 119th Congress). The Protecting Prudent Investment of Retirement Savings Act (H.R.2988 - 119th Congress). The Securing and Enabling Commerce Using Remote and Electronic (SECURE) Notarization Act of 2025 (S.1561/H.R.1777 - 119th Congress). The Auto Reenroll Act (S.1831/H.R.6729 - 119th Congress). The Automatic IRA Act of 2025 (H.R.6722-119th Congress). The Saving for the Future Act (H.R.5887 - 119th Congress). The Retirement Simplification and Clarity Act (H.R. 6324 - 119th Congress). The Small Nonprofit Retirement Security Act (S.2365/H.R.4548 - 119th Congress). The Pensions for All Act (S.2335/H.R.7556 - 119th Congress). Treasury - IRS - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). Treasury - IRS - Implementation of Public Law No: 117-328, the Consolidated Appropriations Act, 2023, Division T - SECURE 2.0 Act of 2022. Treasury - Request for Information on Uses, Opportunities, and Risks of Artificial Intelligence in the Financial Services Sector - 89 FR 50048. Treasury - FinCEN - Final Rule on AML/CFT Program and Suspicious Activity Report Filing Requirements for RIAs and Exempt Reporting Advisers (RIN 1506-AB58). Treasury - IRS - Final Rule Required Minimum Distributions - 87 FR 10504, 26 CFR 1 and 26 CFR 54, REG-105954-20 (RIN 1545-BP82). Treasury - FSOC - Joint Trade Effort to Restore 2019 Nonbank Financial Institution Guidance. Financial Institutions/Investments/Securities: DOL - Proposed Rule on Automatic Portability Transactions Exemption - 29 CFR 255 (RIN 1210-AC21). DOL - EBSA - Fiduciary Duties in Selecting Designated Investment Alternatives, RIN 1210-AC38. FINRA - Regulatory Notice - 25-04 - Rule Modernization Review Proposal. FINRA - Regulatory Notice - 25-05 - Outside Business Activities Proposed Rule. FINRA - Regulatory Notice - 25-07 - Supporting Modern Member Workplaces. Legislation establishing a federal regulatory framework to oversee the cryptocurrency market in and use of cryptocurrency in retirement plans. Legislation to provide favorable tax treatment for guaranteed lifetime income. Legislation and rulemaking affecting annuities, variable life products and retirement savings including Trump Administration and Congressional proposals on tax reform, ERISA, and securities laws. Legislation to direct the SEC to allow the use of amended appropriate registration forms to authorize consistent registrations for non-variable products. Legislation to ensure a balanced approach to the regulation of environmental, social, and governance investments. Legislation to increase protections and safeguards for personal financial information. Legislation to make a diverse slate of indexed and variable annuity contracts with guaranteed benefits eligible to be treated as QLACs to better meet the diverse needs of retirement savers. Legislation to provide balanced approach to regulating the use of AI by the insured retirement industry. Proposals at the Department of Labor for increasing access to guaranteed, protected lifetime solutions. Proposals at the Department of Labor to Rescind "ESG Rule" and Draft "Anti-ESG Rule." Proposals at the Department of Treasury/IRS for increasing access to guaranteed, protected lifetime income solutions. SEC - Implementation and Enforcement of Regulation BI and Form CRS. SEC - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). SEC - Implementation of Public Law No: 117-328, the Consolidated Appropriations Act, 2023, Division AA - Financial Services Matters, Title I-Registration for Index linked Annuities, Sec. 101. Parity for Registered Index-Linked Annuities Regarding Registration Rules. SEC/Treasury - Joint Proposed Rule by SEC & FinCEN - Customer Identification Programs for Registered Investment Advisers and Exempt Reporting Advisers - 17 CFR 275, 31 CFR 1032, RIN 1506-AB66, RIN 3235-AN34. SEC - Final Rule - Registration for Index-Linked Annuities and Registered Market Value Adjustment Annuities; Amendments to Form N-4 for Index-Linked Annuities, Registered Market Value Adjustment Annuities, and Variable Annuities; Other Technical Amendments - 17 CFR Parts 230, 232, 239, and 274, RIN 3235-AN30. The President's Executive Order - Democratizing Access to Alternative Assets for 401(K) Investors (08/07/2025) (E.O. 14330). The Data Privacy Act (H.R.1165 - 118th Congress). The Empowering States to Protect Seniors from Bad Actors Act (H.R.5914 - 117th Congress). The E-SIGN Modernization Act of 2022 (S.3715 - 117th Congress). The Financial Freedom Act of 2023(S.427/H.R.1177 - 118th Congress). The Financial Innovation and Technology for the 21st Century Act (H.R.4763 - 118th Congress). The Improving Corporate Governance Through Diversity Act of 2023 (S.2007/H.R.4177 - 118th Congress). The Lummis-Gillibrand Responsible Financial Innovation Act (S.2281 - 118th Congress). The No Discrimination in My Benefits Act (H.R.5338 - 118th Congress). The RETIRE Act (H.R.5339 - 118th Congress). The Retirement Proxy Protection Act (H.R.5337 - 118th Congress). The SAFER Banking Act (S.2860 - 118th Congress). The Secure And Fair Enforcement (SAFE) Banking Act of 2023 (S.1323/H.R.2891 - 118th Congress). The Elder Justice Reauthorization and Modernization Act of 2023 (S.1198/H.R.2718-118th Congress). The Ensuring Sound Guidance Act (S.2282/H.R.4237 - 118th Congress). The Expanding Access to Capital Act (H.R.2799-118th Congress). The Empowering Main Street in America Act (S.5139-118th Congress). The Retirement Fairness for Charities and Educational Institutions Act of 2025 (S.424/H.R.1013-119th Congress). The Protecting Prudent Investment of Retirement Savings Act (H.R.2988 - 119th Congress). The Tax Relief for Victims of Crimes, Scams, and Disasters Act (S.1773/H.R.3469 - 119th Congress). The Financial Exploitation Prevention Act of 2025 (S.2840/H.R.2478 - 119th Congress). The Helping Young Americans Save for Retirement Act (H.R.4718/S.1707 - 119th Congress). The Improving Disclosure for Investors Act 2024/2025(S.1877/H.R.2441-119th Congress). The Securing and Enabling Commerce Using Remote and Electronic (SECURE) Notarization Act of 2025 (S.1561/H.R.1777 - 119th Congress). The Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 (H.R.3383 - 119th Congress). The Retirement Investment Choice Act (H.R.5748 - 119th Congress). The Senior Security Act (S.4055/H.R.1469-119th Congress). Treasury - IRS - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). Treasury - Request for Information on Uses, Opportunities, and Risks of Artificial Intelligence in the Financial Services Sector - 89 FR 50048. Treasury - FSOC - Joint Trade Effort to Restore 2019 Nonbank Financial Institution Guidance.

Government entities reported: HOUSE OF REPRESENTATIVES Internal Revenue Service (IRS) Labor, Dept of (DOL) Securities & Exchange Commission (SEC) SENATE Treasury, Dept of

Reported filing-period amount: $170,000

This is the amount reported for the filing/reporting period and should not be interpreted as money spent lobbying this bill alone.

View official LDA filing ↗

INSURED RETIREMENT INSTITUTE

Registrant: INSURED RETIREMENT INSTITUTE

4th Quarter (Oct 1 - Dec 31)
Jan 20, 2026

Reported lobbying issue

Insurance: DOL - EBSA - Implementation of the Consolidated Appropriations Act, 2023, Division T - SECURE 2.0 Act of 2022 (Public Law No: 117-328). DOL - EBSA - Request for Information-SECURE 2.0 Reporting and Disclosure (RIN 1210-AC23). DOL - Wage and Hour Division - Final Rule - Employee or Independent Contractor Classification Under the Fair Labor Standards Act - 87 FR 62218 (RIN 1235-AA43). DOL - Proposed Rule on Automatic Portability Transactions Exemption - 29 CFR 255 (RIN 1210-AC21). DOL- EBSA - Final Rule - Retirement Security Rule: Definition of an Investment Fiduciary - 29 CFR 2510, RIN 1210-AC02. DOL- EBSA - FINAL Amendments to PTE 2020-02 - 29 CFR 2550, RIN 1210-ZA32. DOL- EBSA - FINAL Amendments to PTEs 75-1, 77-4, 80-83, 83-1, and 86-128 - 29 CFR 2550, RIN 1210-ZA34. Legislation to maintain and protect the diverse array of retirement plan structures. Legislation to provide favorable tax treatment for guaranteed lifetime income. Legislation to provide technical corrections and extension of effective dates to implement the SECURE 2.0 Act. Legislation and rulemaking affecting annuities, variable life products and retirement savings including Trump Administration and Congressional proposals on tax reform, ERISA, and securities laws. Legislation to clarify the annuity selection safe harbor (P.L.116-94, Div. O, Section 204) provides a plan sponsor with the same protections in selecting an annuity contract. Legislation to direct the SEC to allow the use of amended appropriate registration forms to authorize consistent registrations for non-variable products. Legislation to make a diverse slate of indexed and variable annuity contracts with guaranteed benefits eligible to be treated as QLACs to better meet the diverse needs of retirement savers. Legislation to make long-term care insurance tax-advantaged, accessible, and affordable. Legislation to provide balanced approach to regulating the use of AI by the insured retirement industry. Legislation to require defined contribution plans to offer participants the option to invest in protected, guaranteed lifetime income solutions for all or some of their account balances. Legislation to require plan fiduciaries to provide retirement income education to employees throughout their working years. Legislation to reform ERISA to reduce frivolous litigation. Proposals at the Department of Labor for increasing access to guaranteed, protected lifetime solutions. Proposals at the Department of Treasury/IRS for increasing access to guaranteed, protected lifetime income solutions. SEC - Implementation and Enforcement of Regulation BI and Form CRS. SEC - Implementation of Public Law No: 117-328, the Consolidated Appropriations Act, 2023, Division AA - Financial Services Matters, Title I-Registration for Index linked Annuities, Sec. 101. Parity for Registered Index-Linked Annuities Regarding Registration Rules. SEC - Final Rule - Registration for Index-Linked Annuities and Registered Market Value Adjustment Annuities; Amendments to Form N-4 for Index-Linked Annuities, Registered Market Value Adjustment Annuities, and Variable Annuities; Other Technical Amendments - 17 CFR Parts 230, 232, 239, and 274, RIN 3235-AN30. SEC/Treasury - Joint Proposed Rule by SEC & FinCEN - Customer Identification Programs for Registered Investment Advisers and Exempt Reporting Advisers - 17 CFR 275, 31 CFR 1032, RIN 1506-AB66, RIN 3235-AN34. SEC - Joint Trade Letter - Regulation S-P Compliance Extension Request. Treasury - Request for Information on Uses, Opportunities, and Risks of Artificial Intelligence on Uses, Opportunities, and Risks of Artificial Intelligence in the Financial Services Sector - 89 FR 50048. Treasury - FSOC - Joint Trade Effort to Restore 2019 Nonbank Financial Institution Guidance. FINRA - Regulatory Notice - 25-04 - Rule Modernization Review Proposal. FINRA - Regulatory Notice - 25-05 - Outside Business Activities Proposed Rule. FINRA - Regulatory Notice - 25-07 - Supporting Modern Member Workplaces. The President's Executive Order - Democratizing Access to Alternative Assets for 401(K) Investors (08/07/2025) (E.O. 14330). The Data Privacy Act (H.R.1165 - 118th Congress). The Empowering States to Protect Seniors from Bad Actors Act (H.R.5914 - 117th Congress). The E-SIGN Modernization Act of 2022 (S.3715 - 117th Congress). The General Accounts Product Clarifications Act (H.R.9515 - 117th Congress). The Lifetime Income for Employees Act of 2023 (H.R.3942 - 118th Congress). The SAFER Banking Act (S.2860 - 118th Congress). The Secure And Fair Enforcement (SAFE) Banking Act of 2023 (S.1323/H.R.2891 - 118th Congress). The Financial Fitness Act (H.R.8944-118th Congress). The Well-Being Insurance for Seniors to be at Home Act (H.R.2082-119th Congress). The Richard L. Trumka Protecting the Right to Organize (PRO) Act of 2025 (S.852/H.R.20 - 119th Congress). The Securing and Enabling Commerce Using Remote and Electronic (SECURE) Notarization Act of 2025 (S.1561/H.R.1777 - 119th Congress). The Auto Reenroll Act (S.1831/H.R.6729 - 119th Congress). The Retirement Investment Choice Act (H.R.5748 - 119th Congress). The Restoring Integrity on Fiduciary Duty Act (S.3086 - 119th Congress). The Saving for the Future Act (H.R.5887 - 119th Congress). The ERISA Litigation Reform Act (H.R.6084 - 119th Congress). Retirement: Amends IRS Code to establish Auto Reenrollment Tax Credit (S.2512 - 118th Congress). DOL - EBSA - Implementation of the Consolidated Appropriations Act, 2023, Division T - SECURE 2.0 Act of 2022 (Public Law No: 117-328). DOL - EBSA - Request for Information - SECURE 2.0 Reporting and Disclosure (RIN 1210-AC23). DOL - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). DOL - Wage and Hour Division - Final Rule - Employee or Independent Contractor Classification Under the Fair Labor Standards Act - 87 FR 62218 (RIN 1235-AA43). DOL - Proposed Rule on Automatic Portability Transactions Exemption - 29 CFR 255 (RIN 1210-AC21). DOL Guidance on Pension‑Linked Emergency Savings Accounts. DOL- EBSA - Final Rule - Retirement Security Rule: Definition of an Investment Fiduciary - 29 CFR 2510, RIN 1210-AC02. DOL- EBSA - FINAL Amendments to PTE 2020-02 - 29 CFR 2550, RIN 1210-ZA32. DOL- EBSA - FINAL Amendments to PTEs 75-1, 77-4, 80-83, 83-1, and 86-128 - 29 CFR 2550, RIN 1210-ZA34. DOL - EBSA - Final Rule - Prohibited Transaction Class Exemption 84-14 for Transactions Determined by Independent Qualified Professional Asset Managers (the QPAM Exemption) (RIN 1210-ZA07). DOL- EBSA - Proposed Rule - Pooled Employer Plans: Big Plans for Small Businesses (RIN 1210-AC10). DOL - Joint Trade Letter to Chavez-DeRemer - ERISA Litigation Reform-Reduction. Joint Resolution providing for congressional disapproval of the Department of Labors Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights Rule (S.J.Res.8/H.J. Res.30 - 118th Congress). Legislation and rulemaking affecting 403(b) retirement plans and federal and state regulations governing their administration and operation. Legislation establishing a federal regulatory framework to oversee the cryptocurrency market in and use of cryptocurrency in retirement plans. Legislation to clarify Form 5500 reporting requirement for retirement plans filing under a Group of Plans. Legislation to maintain and protect the diverse array of retirement plan structures. Legislation to prohibit IRSs use of private debt collection agencies for individuals over the age of 65. Legislation to promote, preserve and maintain tax-deferred treatment of retirement savings. Legislation to provide favorable tax treatment for guaranteed lifetime income. Legislation to provide technical corrections and extension of effective dates to implement the SECURE 2.0 Act. Legislation and rulemaking affecting annuities, variable life products and retirement savings including Trump Administration and Congressional proposals on tax reform, ERISA, and securities laws. Legislation to clarify the annuity selection safe harbor (P.L.116-94, Div. O, Section 204) provides a plan sponsor with the same protections in selecting an annuity contract. Legislation to direct the SEC to allow the use of amended appropriate registration forms to authorize consistent registrations for non-variable products. Legislation to ensure a balanced approach to the regulation of environmental, social, and governance investments. Legislation to increase protections and safeguards for personal financial information. Legislation to make a diverse slate of indexed and variable annuity contracts with guaranteed benefits eligible to be treated as QLACs to better meet the diverse needs of retirement savers. Legislation to make long-term care insurance tax-advantaged, accessible, and affordable. Legislation to provide balanced approach to regulating the use of AI by the insured retirement industry. Legislation to require defined contribution plans to offer participants the option to invest in protected, guaranteed lifetime income solutions for all or some of their account balances. Legislation to require inclusion of longevity risk language in annual plan notices. Legislation to require plan fiduciaries to provide retirement income education to employees throughout their working years. Legislation to reform ERISA to reduce frivolous litigation. Proposals at the Department of Labor for increasing access to guaranteed, protected lifetime solutions. Proposals at the Department of Labor to Rescind "ESG Rule" and Draft "Anti-ESG Rule." Proposals at the Department of Treasury/IRS for increasing access to guaranteed, protected lifetime income solutions. SEC - FINRA - Proposed Rule Change to Extend the Effectiveness of Temporary FINRA Rule 3110.17 - SR-FINRA-2021-023. SEC - Implementation and Enforcement of Regulation BI and Form CRS. SEC - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). SEC - Implementation of Public Law No: 117-328, the Consolidated Appropriations Act, 2023, Division AA - Financial Services Matters, Title I-Registration for Index linked Annuities, Sec. 101. Parity for Registered Index-Linked Annuities Regarding Registration Rules. SEC - Final Rule - Registration for Index-Linked Annuities and Registered Market Value Adjustment Annuities; Amendments to Form N-4 for Index-Linked Annuities, Registered Market Value Adjustment Annuities, and Variable Annuities; Other Technical Amendments - 17 CFR Parts 230, 232, 239, and 274, RIN 3235-AN30. The President's Executive Order - Democratizing Access to Alternative Assets for 401(K) Investors (08/07/2025) (E.O. 14330). The Data Privacy Act (H.R.1165 - 118th Congress). The Empowering States to Protect Seniors from Bad Actors Act (H.R.5914 - 117th Congress). The E-SIGN Modernization Act of 2022 (S.3715 - 117th Congress). The Financial Freedom Act of 2023 (S.427/H.R.1177 - 118th Congress). The Financial Innovation and Technology for the 21st Century Act (H.R.4763 - 118th Congress). The General Accounts Product Clarifications Act (H.R.9515 - 117th Congress). The Lifetime Income for Employees Act of 2023 (H.R.3942 - 118th Congress). The Lummis-Gillibrand Responsible Financial Innovation Act (S.2281 - 118th Congress). The Portable Benefits for Independent Workers Pilot Program Act (S.1696/H.R.3482 - 118th Congress). The RETIRE Act (H.R. 5339 - 118th Congress). The SAFER Banking Act (S.2860 - 118th Congress). The Secure And Fair Enforcement (SAFE) Banking Act of 2023 (S.1323/H.R.2891 - 118th Congress). The Small Business Tax Fairness Act (S.2387 - 117th Congress). The Small Businesses Add Value for Employees (SAVE) Act (H.R.4637 - 115th Congress). The Expanding Access to Retirement Savings for Caregivers Act (H.R.6772 - 118th Congress). The Elder Justice Reauthorization and Modernization Act of 2023 (S.1198/H.R.2718-118th Congress). The Ensuring Sound Guidance Act (S.2282/H.R.4237 - 118th Congress). The Expanding Access to Capital Act (H.R.2799-118th Congress). The Financial Fitness Act (H.R.8944-118th Congress). The Empowering Main Street in America Act (S.5139-118th Congress). The Catching Up Family Caregivers Act (S.5149/H.R.9764-118th Congress). The Improving Retirement Security for Family Caregivers Act (S.5148/H.R.9765-118th Congress). The Retirement Fairness for Charities and Educational Institutions Act of 2025 (S.424/H.R.1013-119th Congress). The Senior Security Act of 2023/2025 (S.955-118th Congress/H.R.1469-119th Congress). The GUARD Act (H.R.2978-119th Congress). The Protecting Prudent Investment of Retirement Savings Act (H.R.2988 - 119th Congress). The Retirement Proxy Protection Act (H.R. 1996 - 119th Congress). The Retirement Savings for Americans Act (S.1526/H.R.2696 - 119th Congress). The Retirement Simplification and Clarity Act (H.R. 10467 - 118th Congress). The Balancing the Scales Act (H.R.2958 - 119th Congress). The EBSA Investigations Transparency Act (H.R.2869 - 119th Congress). The Employee Ownership Fairness Act (S.1727 - 119th Congress). The Employee Ownership Financing Act (S.2458 - 119th Congress). The Employee Ownership Representation Act (S.1728 - 119th Congress). The Financial Exploitation Prevention Act of 2025 (S.2840/H.R.2478 - 119th Congress). The Helping Young Americans Save for Retirement Act (H.R.4718/S.1707 - 119th Congress). The Improving Disclosure for Investors Act 2024/2025 (S.1877/H.R.2441 - 119th Congress). The Independent Retirement Fairness Act (S.2217 - 119th Congress). The Promotion and Expansion of Private Employee Ownership Act (S.2461 - 119th Congress). The Richard L. Trumka Protecting the Right to Organize (PRO) Act of 2025 (S.852/H.R.20 - 119th Congress). The Securing and Enabling Commerce Using Remote and Electronic (SECURE) Notarization Act of 2025 (S.1561/H.R.1777 - 119th Congress). The Unlocking Benefits for Independent Workers Act (S.2210 - 119th Congress). The Auto Reenroll Act (S.1831/H.R.6729 - 119th Congress). The Automatic IRA Act of 2025 (H.R.6722-119th Congress). The ERISA Litigation Reform Act (H.R.6084 - 119th Congress). The Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 (H.R.3383 - 119th Congress). The Providing Complete Information to Retirement Investors Act (S.3083 - 119th Congress). The Restoring Integrity on Fiduciary Duty Act (S.3086 - 119th Congress). The Retirement Investment Choice Act (H.R.5748 - 119th Congress). The Saving for the Future Act (H.R.5887 - 119th Congress). Treasury - IRS - Request for SECURE 2.0 Guidance. Treasury - IRS - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). Treasury - IRS - Implementation of Public Law No: 117-328, the Consolidated Appropriations Act, 2023, Division T - SECURE 2.0 Act of 2022. Treasury - Request for Information on Financial Inclusion - 88 FR 88702 - Treas-Do-2023-0014. Treasury - FSOC - Joint Trade Effort to Restore 2019 Nonbank Financial Institution Guidance. Taxation/Internal Revenue Code: Amends IRS Code to establish Auto Reenrollment Tax Credit (S.2512 - 118th Congress). DOL - EBSA - Implementation of the Consolidated Appropriations Act, 2023, Division T - SECURE 2.0 Act of 2022 (Public Law No: 117-328). DOL - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). DOL Guidance on Pension‑Linked Emergency Savings Accounts. DOL - EBSA - Final Rule - Prohibited Transaction Class Exemption 84-14 for Transactions Determined by Independent Qualified Professional Asset Managers (the QPAM Exemption) (RIN 1210-ZA07). DOL- EBSA - Proposed Rule - Pooled Employer Plans: Big Plans for Small Businesses (RIN 1210-AC10). The President's Executive Order - Democratizing Access to Alternative Assets for 401(K) Investors (08/07/2025) (E.O. 14330). Legislation and rulemaking affecting 403(b) retirement plans and federal and state regulations governing their administration and operation. Legislation to prohibit IRSs use of private debt collection agencies for individuals over the age of 65. Legislation to promote, preserve and maintain tax-deferred treatment of retirement savings. Legislation to provide favorable tax treatment for guaranteed lifetime income. Legislation to provide technical corrections and extension of effective dates to implement the SECURE 2.0 Act. Legislation and rulemaking affecting annuities, variable life products and retirement savings including Trump Administration and Congressional proposals on tax reform, ERISA, and securities laws. Legislation to make a diverse slate of indexed and variable annuity contracts with guaranteed benefits eligible to be treated as QLACs to better meet the diverse needs of retirement savers. Legislation to make long-term care insurance tax-advantaged, accessible, and affordable. Legislation to require defined contribution plans to offer participants the option to invest in protected, guaranteed lifetime income solutions for all or some of their account balances. Proposals at the Department of Labor for increasing access to guaranteed, protected lifetime solutions. Proposals at the Department of Labor to Rescind "ESG Rule" and Draft "Anti-ESG Rule." Proposals at the Department of Treasury/IRS for increasing access to guaranteed, protected lifetime income solutions. SEC - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). SEC/Treasury - Joint Proposed Rule by SEC & FinCEN - Customer Identification Programs for Registered Investment Advisers and Exempt Reporting Advisers - 17 CFR 275, 31 CFR 1032, RIN 1506-AB66, RIN 3235-AN34. The Lifetime Income for Employees Act of 2023 (H.R.3942 - 118th Congress). The Portable Benefits for Independent Workers Pilot Program Act (S.1696/H.R.3482 - 118th Congress). The Small Business Tax Fairness Act (S.2387 - 117th Congress). The Small Businesses Add Value for Employees (SAVE) Act (H.R.4637 - 115th Congress). To amend the Internal Revenue Code of 1986 to permit the rollover contributions from Roth IRAs to designated Roth accounts (H.R.6757 - 118th Congress). The Expanding Access to Retirement Savings for Caregivers Act (H.R.6772 - 118th Congress). The Catching Up Family Caregivers Act (S.5149/H.R.9764-118th Congress). The Improving Retirement Security for Family Caregivers Act (S.5148/H.R.9765-118th Congress). The Well-Being Insurance for Seniors to be at Home Act (H.R.2082-119th Congress). The Generating Retirement Ownership through Long-Term Holding Act (S.1839/H.R.2089 - 119th Congress). The Retirement Savings for Americans Act (S.1526/H.R.2696 - 119th Congress). The Retirement Simplification and Clarity Act (H.R. 10467 - 118th Congress). The Tax Relief for Victims of Crimes, Scams, and Disasters Act (S.1773/H.R.3469 - 119th Congress). The Financial Exploitation Prevention Act of 2025 (S.2840/H.R.2478 - 119th Congress). The Helping Young Americans Save for Retirement Act (H.R.4718/S.1707 - 119th Congress). The Promotion and Expansion of Private Employee Ownership Act (S.2461 - 119th Congress). The Protecting Prudent Investment of Retirement Savings Act (H.R.2988 - 119th Congress). The Securing and Enabling Commerce Using Remote and Electronic (SECURE) Notarization Act of 2025 (S.1561/H.R.1777 - 119th Congress). The Auto Reenroll Act (S.1831/H.R.6729 - 119th Congress). The Automatic IRA Act of 2025 (H.R.6722-119th Congress). The Saving for the Future Act (H.R.5887 - 119th Congress). Treasury - IRS - Request for SECURE 2.0 Guidance. Treasury - IRS - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). Treasury - IRS - Implementation of Public Law No: 117-328, the Consolidated Appropriations Act, 2023, Division T - SECURE 2.0 Act of 2022. Treasury - Request for Information on Uses, Opportunities, and Risks of Artificial Intelligence on Uses, Opportunities, and Risks of Artificial Intelligence in the Financial Services Sector - 89 FR 50048. Treasury - FinCEN - Final Rule on AML/CFT Program and Suspicious Activity Report Filing Requirements for RIAs and Exempt Reporting Advisers (RIN 1506-AB58). Treasury - IRS - Final Rule Required Minimum Distributions - 87 FR 10504, 26 CFR 1 and 26 CFR 54, REG-105954-20 (RIN 1545-BP82). Treasury - FSOC - Joint Trade Effort to Restore 2019 Nonbank Financial Institution Guidance. Financial Institutions/Investments/Securities: DOL - Wage and Hour Division - Final Rule - Employee or Independent Contractor Classification Under the Fair Labor Standards Act - 87 FR 62218 (RIN 1235-AA43). DOL - Proposed Rule on Automatic Portability Transactions Exemption - 29 CFR 255 (RIN 1210-AC21). DOL - EBSA - Final Rule - Retirement Security Rule: Definition of an Investment Fiduciary - 29 CFR 2510, RIN 1210-AC02. DOL - EBSA- FINAL Amendments to PTE 2020-02 - 29 CFR 2550, RIN 1210-ZA32. DOL - EBSA- FIN AL Amendments to PTEs 75-1, 77-4, 80-83, 83-1, and 86-128 - 29 CFR 2550, RIN 1210-ZA34. FINRA - Regulatory Notice - 25-04 - Rule Modernization Review Proposal. FINRA - Regulatory Notice - 25-05 - Outside Business Activities Proposed Rule. FINRA - Regulatory Notice - 25-07 - Supporting Modern Member Workplaces. Legislation establishing a federal regulatory framework to oversee the cryptocurrency market in and use of cryptocurrency in retirement plans. Legislation to provide favorable tax treatment for guaranteed lifetime income. Legislation and rulemaking affecting annuities, variable life products and retirement savings including Trump Administration and Congressional proposals on tax reform, ERISA, and securities laws. Legislation to direct the SEC to allow the use of amended appropriate registration forms to authorize consistent registrations for non-variable products. Legislation to ensure a balanced approach to the regulation of environmental, social, and governance investments. Legislation to increase protections and safeguards for personal financial information. Legislation to make a diverse slate of indexed and variable annuity contracts with guaranteed benefits eligible to be treated as QLACs to better meet the diverse needs of retirement savers. Legislation to provide balanced approach to regulating the use of AI by the insured retirement industry. Proposals at the Department of Labor for increasing access to guaranteed, protected lifetime solutions. Proposals at the Department of Labor to Rescind "ESG Rule" and Draft "Anti-ESG Rule." Proposals at the Department of Treasury/IRS for increasing access to guaranteed, protected lifetime income solutions. SEC - Implementation and Enforcement of Regulation BI and Form CRS. SEC - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). SEC - Implementation of Public Law No: 117-328, the Consolidated Appropriations Act, 2023, Division AA - Financial Services Matters, Title I-Registration for Index linked Annuities, Sec. 101. Parity for Registered Index-Linked Annuities Regarding Registration Rules. SEC/Treasury - Joint Proposed Rule by SEC & FinCEN - Customer Identification Programs for Registered Investment Advisers and Exempt Reporting Advisers - 17 CFR 275, 31 CFR 1032, RIN 1506-AB66, RIN 3235-AN34. SEC - Final Rule - Registration for Index-Linked Annuities and Registered Market Value Adjustment Annuities; Amendments to Form N-4 for Index-Linked Annuities, Registered Market Value Adjustment Annuities, and Variable Annuities; Other Technical Amendments - 17 CFR Parts 230, 232, 239, and 274, RIN 3235-AN30. SEC - Joint Trade Letter - Regulation S-P Compliance Extension Request. The President's Executive Order - Democratizing Access to Alternative Assets for 401(K) Investors (08/07/2025) (E.O. 14330). The Data Privacy Act (H.R.1165 - 118th Congress). The Empowering States to Protect Seniors from Bad Actors Act (H.R.5914 - 117th Congress). The E-SIGN Modernization Act of 2022 (S.3715 - 117th Congress). The Financial Freedom Act of 2023(S.427/H.R.1177 - 118th Congress). The Financial Innovation and Technology for the 21st Century Act (H.R.4763 - 118th Congress). The Improving Corporate Governance Through Diversity Act of 2023 (S.2007/H.R.4177 - 118th Congress). The Lummis-Gillibrand Responsible Financial Innovation Act (S.2281 - 118th Congress). The No Discrimination in My Benefits Act (H.R.5338 - 118th Congress). The RETIRE Act (H.R.5339 - 118th Congress). The Retirement Proxy Protection Act (H.R.5337 - 118th Congress). The SAFER Banking Act (S.2860 - 118th Congress). The Secure And Fair Enforcement (SAFE) Banking Act of 2023 (S.1323/H.R.2891 - 118th Congress). The Elder Justice Reauthorization and Modernization Act of 2023 (S.1198/H.R.2718-118th Congress). The Ensuring Sound Guidance Act (S.2282/H.R.4237 - 118th Congress). The Expanding Access to Capital Act (H.R.2799-118th Congress). The Empowering Main Street in America Act (S.5139-118th Congress). The Retirement Fairness for Charities and Educational Institutions Act of 2025 (S.424/H.R.1013-119th Congress). The Senior Security Act of 2023/2025 (S.955-118th Congress/H.R.1469 - 119th Congress). The Protecting Prudent Investment of Retirement Savings Act (H.R.2988 - 119th Congress). The Tax Relief for Victims of Crimes, Scams, and Disasters Act (S.1773/H.R.3469 - 119th Congress. The Financial Exploitation Prevention Act of 2025 (S.2840/H.R.2478 - 119th Congress). The Helping Young Americans Save for Retirement Act (H.R.4718/S.1707 - 119th Congress). The Improving Disclosure for Investors Act 2024/2025(S.1877/H.R.2441-119th Congress). The Securing and Enabling Commerce Using Remote and Electronic (SECURE) Notarization Act of 2025 (S.1561/H.R.1777 - 119th Congress). The Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 (H.R.3383 - 119th Congress). The Retirement Investment Choice Act (H.R.5748 - 119th Congress). Treasury - IRS - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). Treasury - Request for Information on Uses, Opportunities, and Risks of Artificial Intelligence on Uses, Opportunities, and Risks of Artificial Intelligence in the Financial Services Sector - 89 FR 50048. Treasury - FSOC - Joint Trade Effort to Restore 2019 Nonbank Financial Institution Guidance.

Government entities reported: HOUSE OF REPRESENTATIVES Internal Revenue Service (IRS) Labor, Dept of (DOL) Securities & Exchange Commission (SEC) SENATE Treasury, Dept of

Reported filing-period amount: $240,000

This is the amount reported for the filing/reporting period and should not be interpreted as money spent lobbying this bill alone.

View official LDA filing ↗

INSURED RETIREMENT INSTITUTE

Registrant: INSURED RETIREMENT INSTITUTE

3rd Quarter (July 1 - Sep 30)
Oct 17, 2025

Reported lobbying issue

Insurance: DOL - EBSA - Implementation of the Consolidated Appropriations Act, 2023, Division T - SECURE 2.0 Act of 2022 (Public Law No: 117-328). DOL - EBSA - Request for Information-SECURE 2.0 Reporting and Disclosure (RIN 1210-AC23). DOL - Wage and Hour Division - Final Rule - Employee or Independent Contractor Classification Under the Fair Labor Standards Act - 87 FR 62218 (RIN 1235-AA43). DOL - Proposed Rule on Automatic Portability Transactions Exemption - 29 CFR 255 (RIN 1210-AC21). DOL- EBSA - Final Rule - Retirement Security Rule: Definition of an Investment Fiduciary - 29 CFR 2510, RIN 1210-AC02. DOL- EBSA - FINAL Amendments to PTE 2020-02 - 29 CFR 2550, RIN 1210-ZA32. DOL- EBSA - FINAL Amendments to PTEs 75-1, 77-4, 80-83, 83-1, and 86-128 - 29 CFR 2550, RIN 1210-ZA34. Legislation to maintain and protect the diverse array of retirement plan structures. Legislation to provide favorable tax treatment for guaranteed lifetime income. Legislation to provide technical corrections and extension of effective dates to implement the SECURE 2.0 Act. Legislation and rulemaking affecting annuities, variable life products and retirement savings including Trump Administration and Congressional proposals on tax reform, ERISA, and securities laws. Legislation to clarify the annuity selection safe harbor (P.L.116-94, Div. O, Section 204) provides a plan sponsor with the same protections in selecting an annuity contract. Legislation to direct the SEC to allow the use of amended appropriate registration forms to authorize consistent registrations for non-variable products. Legislation to make a diverse slate of indexed and variable annuity contracts with guaranteed benefits eligible to be treated as QLACs to better meet the diverse needs of retirement savers. Legislation to make long-term care insurance tax-advantaged, accessible, and affordable. Legislation to provide balanced approach to regulating the use of AI by the insured retirement industry. Legislation to require defined contribution plans to offer participants the option to invest in protected, guaranteed lifetime income solutions for all or some of their account balances. Legislation to require plan fiduciaries to provide retirement income education to employees throughout their working years. Proposals at the Department of Labor for increasing access to guaranteed, protected lifetime solutions. Proposals at the Department of Treasury/IRS for increasing access to guaranteed, protected lifetime income solutions. SEC - Implementation and Enforcement of Regulation BI and Form CRS. SEC - Implementation of Public Law No: 117-328, the Consolidated Appropriations Act, 2023, Division AA - Financial Services Matters, Title I-Registration for Index linked Annuities, Sec. 101. Parity for Registered Index-Linked Annuities Regarding Registration Rules. SEC - Final Rule - Registration for Index-Linked Annuities and Registered Market Value Adjustment Annuities; Amendments to Form N-4 for Index-Linked Annuities, Registered Market Value Adjustment Annuities, and Variable Annuities; Other Technical Amendments - 17 CFR Parts 230, 232, 239, and 274, RIN 3235-AN30. SEC/Treasury - Joint Proposed Rule by SEC & FinCEN - Customer Identification Programs for Registered Investment Advisers and Exempt Reporting Advisers - 17 CFR 275, 31 CFR 1032, RIN 1506-AB66, RIN 3235-AN34. SEC - Withdrawal of Proposed Regulatory Actions (issued between March 2022 and November 2023). Treasury - Request for Information on Uses, Opportunities, and Risks of Artificial Intelligence on Uses, Opportunities, and Risks of Artificial Intelligence in the Financial Services Sector - 89 FR 50048. Treasury - FSOC - Joint Trade Effort to Restore 2019 Nonbank Financial Institution Guidance. FINRA - Regulatory Notice - 25-04 - Rule Modernization Review Proposal. FINRA - Regulatory Notice - 25-05 - Outside Business Activities Proposed Rule. FINRA - Regulatory Notice - 25-07 - Supporting Modern Member Workplaces. The President's Executive Order - Democratizing Access to Alternative Assets for 401(K) Investors (08/07/2025). The Data Privacy Act (H.R.1165 - 118th Congress). The Empowering States to Protect Seniors from Bad Actors Act (H.R.5914 - 117th Congress). The E-SIGN Modernization Act of 2022 (S.3715 - 117th Congress). The General Accounts Product Clarifications Act (H.R.9515 - 117th Congress). The Lifetime Income for Employees Act of 2023 (H.R.3942 - 118th Congress). The SAFER Banking Act (S.2860 - 118th Congress). The Secure And Fair Enforcement (SAFE) Banking Act of 2023 (S.1323/H.R.2891 - 118th Congress). The Financial Fitness Act (H.R.8944-118th Congress). The Well-Being Insurance for Seniors to be at Home Act (H.R.2082-119th Congress). The Auto Reenroll Act (S.1831 - 119th Congress). The Richard L. Trumka Protecting the Right to Organize (PRO) Act of 2025 (S.852/H.R.20 - 119th Congress). The Securing and Enabling Commerce Using Remote and Electronic (SECURE) Notarization Act of 2025 (S.1561/H.R.1777 - 119th Congress). Retirement: Amends IRS Code to establish Auto Reenrollment Tax Credit (S.2512 - 118th Congress). DOL - EBSA - Implementation of the Consolidated Appropriations Act, 2023, Division T - SECURE 2.0 Act of 2022 (Public Law No: 117-328). DOL - EBSA - Request for Information - SECURE 2.0 Reporting and Disclosure (RIN 1210-AC23). DOL - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). DOL - Wage and Hour Division - Final Rule - Employee or Independent Contractor Classification Under the Fair Labor Standards Act - 87 FR 62218 (RIN 1235-AA43). DOL - Proposed Rule on Automatic Portability Transactions Exemption - 29 CFR 255 (RIN 1210-AC21). DOL Guidance on Pension‑Linked Emergency Savings Accounts. DOL- EBSA - Final Rule - Retirement Security Rule: Definition of an Investment Fiduciary - 29 CFR 2510, RIN 1210-AC02. DOL- EBSA - FINAL Amendments to PTE 2020-02 - 29 CFR 2550, RIN 1210-ZA32. DOL- EBSA - FINAL Amendments to PTEs 75-1, 77-4, 80-83, 83-1, and 86-128 - 29 CFR 2550, RIN 1210-ZA34. DOL - EBSA - Final Rule - Prohibited Transaction Class Exemption 84-14 for Transactions Determined by Independent Qualified Professional Asset Managers (the QPAM Exemption) (RIN 1210-ZA07). DOL - EBSA - Direct Final Rule - Removal of Definition of Plan Assets-Insurance Company General Accounts. DOL - EBSA - Direct Final Rule - Removal of Interpretive Bulletins Relating to the Employee Retirement Income Security Act of 1974. DOL - EBSA - Direct Final Rule - Selection of Annuity Providers-Safe Harbor for Individual Account Plans. DOL- EBSA - Proposed Rule - Pooled Employer Plans: Big Plans for Small Businesses (RIN 1210-AC10). Joint Resolution providing for congressional disapproval of the Department of Labors Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights Rule (S.J.Res.8/H.J. Res.30 - 118th Congress). Legislation and rulemaking affecting 403(b) retirement plans and federal and state regulations governing their administration and operation. Legislation establishing a federal regulatory framework to oversee the cryptocurrency market in and use of cryptocurrency in retirement plans. Legislation to clarify Form 5500 reporting requirement for retirement plans filing under a Group of Plans. Legislation to maintain and protect the diverse array of retirement plan structures. Legislation to prohibit IRSs use of private debt collection agencies for individuals over the age of 65. Legislation to promote, preserve and maintain tax-deferred treatment of retirement savings. Legislation to provide favorable tax treatment for guaranteed lifetime income. Legislation to provide technical corrections and extension of effective dates to implement the SECURE 2.0 Act. Legislation and rulemaking affecting annuities, variable life products and retirement savings including Trump Administration and Congressional proposals on tax reform, ERISA, and securities laws. Legislation to clarify the annuity selection safe harbor (P.L.116-94, Div. O, Section 204) provides a plan sponsor with the same protections in selecting an annuity contract. Legislation to direct the SEC to allow the use of amended appropriate registration forms to authorize consistent registrations for non-variable products. Legislation to ensure a balanced approach to the regulation of environmental, social, and governance investments. Legislation to increase protections and safeguards for personal financial information. Legislation to make a diverse slate of indexed and variable annuity contracts with guaranteed benefits eligible to be treated as QLACs to better meet the diverse needs of retirement savers. Legislation to make long-term care insurance tax-advantaged, accessible, and affordable. Legislation to provide balanced approach to regulating the use of AI by the insured retirement industry. Legislation to require defined contribution plans to offer participants the option to invest in protected, guaranteed lifetime income solutions for all or some of their account balances. Legislation to require inclusion of longevity risk language in annual plan notices. Legislation to require plan fiduciaries to provide retirement income education to employees throughout their working years. Proposals at the Department of Labor for increasing access to guaranteed, protected lifetime solutions. Proposals at the Department of Labor to Rescind "ESG Rule" and Draft "Anti-ESG Rule." Proposals at the Department of Treasury/IRS for increasing access to guaranteed, protected lifetime income solutions. SEC - FINRA - Proposed Rule Change to Extend the Effectiveness of Temporary FINRA Rule 3110.17 - SR-FINRA-2021-023. SEC - Implementation and Enforcement of Regulation BI and Form CRS. SEC - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). SEC - Implementation of Public Law No: 117-328, the Consolidated Appropriations Act, 2023, Division AA - Financial Services Matters, Title I-Registration for Index linked Annuities, Sec. 101. Parity for Registered Index-Linked Annuities Regarding Registration Rules. SEC - Final Rule - Registration for Index-Linked Annuities and Registered Market Value Adjustment Annuities; Amendments to Form N-4 for Index-Linked Annuities, Registered Market Value Adjustment Annuities, and Variable Annuities; Other Technical Amendments - 17 CFR Parts 230, 232, 239, and 274, RIN 3235-AN30. The President's Executive Order - Democratizing Access to Alternative Assets for 401(K) Investors (08/07/2025). The Data Privacy Act (H.R.1165 - 118th Congress). The Empowering States to Protect Seniors from Bad Actors Act (H.R.5914 - 117th Congress). The E-SIGN Modernization Act of 2022 (S.3715 - 117th Congress). The Financial Freedom Act of 2023 (S.427/H.R.1177 - 118th Congress). The Financial Innovation and Technology for the 21st Century Act (H.R.4763 - 118th Congress). The General Accounts Product Clarifications Act (H.R.9515 - 117th Congress). The Lifetime Income for Employees Act of 2023 (H.R.3942 - 118th Congress). The Lummis-Gillibrand Responsible Financial Innovation Act (S.2281 - 118th Congress). The Portable Benefits for Independent Workers Pilot Program Act (S.1696/H.R.3482 - 118th Congress). The RETIRE Act (H.R. 5339 - 118th Congress). The SAFER Banking Act (S.2860 - 118th Congress). The Secure And Fair Enforcement (SAFE) Banking Act of 2023 (S.1323/H.R.2891 - 118th Congress). The Small Business Tax Fairness Act (S.2387 - 117th Congress). The Small Businesses Add Value for Employees (SAVE) Act (H.R.4637 - 115th Congress). The Expanding Access to Retirement Savings for Caregivers Act (H.R.6772 - 118th Congress). The Automatic IRA Act of 2024 (H.R.7293-118th Congress). The Elder Justice Reauthorization and Modernization Act of 2023 (S.1198/H.R.2718-118th Congress). The Ensuring Sound Guidance Act (S.2282/H.R.4237 - 118th Congress). The Expanding Access to Capital Act (H.R.2799-118th Congress). The Financial Fitness Act (H.R.8944-118th Congress). The Empowering Main Street in America Act (S.5139-118th Congress). The Catching Up Family Caregivers Act (S.5149/H.R.9764-118th Congress). The Improving Retirement Security for Family Caregivers Act (S.5148/H.R.9765-118th Congress). The Retirement Fairness for Charities and Educational Institutions Act of 2025 (S.424/H.R.1013-119th Congress). The Senior Security Act of 2023/2025 (S.955-118th Congress/H.R.1469-119th Congress). The Auto Reenroll Act (S.1831 - 119th Congress). The GUARD Act (H.R.2978-119th Congress). The Protecting Prudent Investment of Retirement Savings Act (H.R.2988 - 119th Congress). The Retirement Proxy Protection Act (H.R. 1996 - 119th Congress). The Retirement Savings for Americans Act (S.1526/H.R.2696 - 119th Congress). The Retirement Simplification and Clarity Act (H.R. 10467 - 118th Congress). The Balancing the Scales Act (H.R.2958 - 119th Congress). The EBSA Investigations Transparency Act (H.R.2869 - 119th Congress). The Employee Ownership Fairness Act (S.1727 - 119th Congress). The Employee Ownership Financing Act (S.2458 - 119th Congress). The Employee Ownership Representation Act (S.1728 - 119th Congress). The Financial Exploitation Prevention Act of 2025 (S.1481/H.R.2478 - 119th Congress). The Helping Young Americans Save for Retirement Act (H.R.4718/S.1707 - 119th Congress). The Improving Disclosure for Investors Act 2024/2025 (S.1877/H.R.2441 - 119th Congress). The Independent Retirement Fairness Act (S.2217 - 119th Congress). The Promotion and Expansion of Private Employee Ownership Act (S.2461 - 119th Congress). The Protecting Prudent Investment of Retirement Savings Act (H.R.2988 - 119th Congress). The Richard L. Trumka Protecting the Right to Organize (PRO) Act of 2025 (S.852/H.R.20 - 119th Congress). The Securing and Enabling Commerce Using Remote and Electronic (SECURE) Notarization Act of 2025 (S.1561/H.R.1777 - 119th Congress). The Unlocking Benefits for Independent Workers Act (S.2210 - 119th Congress). Treasury - IRS - Request for SECURE 2.0 Guidance. Treasury - IRS - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). Treasury - IRS - Implementation of Public Law No: 117-328, the Consolidated Appropriations Act, 2023, Division T - SECURE 2.0 Act of 2022. Treasury - Request for Information on Financial Inclusion - 88 FR 88702 - Treas-Do-2023-0014. Treasury - FSOC - Joint Trade Effort to Restore 2019 Nonbank Financial Institution Guidance. Taxation/Internal Revenue Code: Amends IRS Code to establish Auto Reenrollment Tax Credit (S.2512 - 118th Congress). DOL - EBSA - Implementation of the Consolidated Appropriations Act, 2023, Division T - SECURE 2.0 Act of 2022 (Public Law No: 117-328). DOL - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). DOL Guidance on Pension‑Linked Emergency Savings Accounts. DOL - EBSA - Final Rule - Prohibited Transaction Class Exemption 84-14 for Transactions Determined by Independent Qualified Professional Asset Managers (the QPAM Exemption) (RIN 1210-ZA07). DOL - EBSA - Direct Final Rule - Removal of Definition of Plan Assets-Insurance Company General Accounts. DOL - EBSA - Direct Final Rule - Removal of Interpretive Bulletins Relating to the Employee Retirement Income Security Act of 1974. DOL - EBSA - Direct Final Rule - Selection of Annuity Providers-Safe Harbor for Individual Account Plans. DOL- EBSA - Proposed Rule - Pooled Employer Plans: Big Plans for Small Businesses (RIN 1210-AC10). The President's Executive Order - Democratizing Access to Alternative Assets for 401(K) Investors (08/07/2025). Legislation and rulemaking affecting 403(b) retirement plans and federal and state regulations governing their administration and operation. Legislation to prohibit IRSs use of private debt collection agencies for individuals over the age of 65. Legislation to promote, preserve and maintain tax-deferred treatment of retirement savings. Legislation to provide favorable tax treatment for guaranteed lifetime income. Legislation to provide technical corrections and extension of effective dates to implement the SECURE 2.0 Act. Legislation and rulemaking affecting annuities, variable life products and retirement savings including Trump Administration and Congressional proposals on tax reform, ERISA, and securities laws. Legislation to make a diverse slate of indexed and variable annuity contracts with guaranteed benefits eligible to be treated as QLACs to better meet the diverse needs of retirement savers. Legislation to make long-term care insurance tax-advantaged, accessible, and affordable. Legislation to require defined contribution plans to offer participants the option to invest in protected, guaranteed lifetime income solutions for all or some of their account balances. Proposals at the Department of Labor for increasing access to guaranteed, protected lifetime solutions. Proposals at the Department of Labor to Rescind "ESG Rule" and Draft "Anti-ESG Rule." Proposals at the Department of Treasury/IRS for increasing access to guaranteed, protected lifetime income solutions. SEC - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). SEC/Treasury - Joint Proposed Rule by SEC & FinCEN - Customer Identification Programs for Registered Investment Advisers and Exempt Reporting Advisers - 17 CFR 275, 31 CFR 1032, RIN 1506-AB66, RIN 3235-AN34. The Lifetime Income for Employees Act of 2023 (H.R.3942 - 118th Congress). The Portable Benefits for Independent Workers Pilot Program Act (S.1696/H.R.3482 - 118th Congress). The Small Business Tax Fairness Act (S.2387 - 117th Congress). The Small Businesses Add Value for Employees (SAVE) Act (H.R.4637 - 115th Congress). To amend the Internal Revenue Code of 1986 to permit the rollover contributions from Roth IRAs to designated Roth accounts (H.R.6757 - 118th Congress). The Expanding Access to Retirement Savings for Caregivers Act (H.R.6772 - 118th Congress). The Automatic IRA Act of 2024 (H.R.7293-118th Congress). The Catching Up Family Caregivers Act (S.5149/H.R.9764-118th Congress). The Improving Retirement Security for Family Caregivers Act (S.5148/H.R.9765-118th Congress). The Well-Being Insurance for Seniors to be at Home Act (H.R.2082-119th Congress). The Auto Reenroll Act (S.1831 - 119th Congress). The Generating Retirement Ownership through Long-Term Holding Act (S.1839/H.R.2089 - 119th Congress). The Retirement Savings for Americans Act (S.1526/H.R.2696 - 119th Congress). The Retirement Simplification and Clarity Act (H.R. 10467 - 118th Congress). The Tax Relief for Victims of Crimes, Scams, and Disasters Act (S.1773/H.R.3469 - 119th Congress). The Financial Exploitation Prevention Act of 2025 (S.1481/H.R.2478 - 119th Congress). The Helping Young Americans Save for Retirement Act (H.R.4718/S.1707 - 119th Congress). The Promotion and Expansion of Private Employee Ownership Act (S.2461 - 119th Congress). The Protecting Prudent Investment of Retirement Savings Act (H.R.2988 - 119th Congress). The Securing and Enabling Commerce Using Remote and Electronic (SECURE) Notarization Act of 2025 (S.1561/H.R.1777 - 119th Congress). Treasury - IRS - Request for SECURE 2.0 Guidance. Treasury - IRS - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). Treasury - IRS - Implementation of Public Law No: 117-328, the Consolidated Appropriations Act, 2023, Division T - SECURE 2.0 Act of 2022. Treasury - Request for Information on Uses, Opportunities, and Risks of Artificial Intelligence on Uses, Opportunities, and Risks of Artificial Intelligence in the Financial Services Sector - 89 FR 50048. Treasury - FinCEN - Final Rule on AML/CFT Program and Suspicious Activity Report Filing Requirements for RIAs and Exempt Reporting Advisers (RIN 1506-AB58). Treasury - IRS - Final Rule Required Minimum Distributions - 87 FR 10504, 26 CFR 1 and 26 CFR 54, REG-105954-20 (RIN 1545-BP82). Treasury - FSOC - Joint Trade Effort to Restore 2019 Nonbank Financial Institution Guidance. Financial Institutions/Investments/Securities: DOL - Wage and Hour Division - Final Rule - Employee or Independent Contractor Classification Under the Fair Labor Standards Act - 87 FR 62218 (RIN 1235-AA43). DOL - Proposed Rule on Automatic Portability Transactions Exemption - 29 CFR 255 (RIN 1210-AC21). DOL - EBSA - Final Rule - Retirement Security Rule: Definition of an Investment Fiduciary - 29 CFR 2510, RIN 1210-AC02. DOL - EBSA- FINAL Amendments to PTE 2020-02 - 29 CFR 2550, RIN 1210-ZA32. DOL - EBSA- FIN AL Amendments to PTEs 75-1, 77-4, 80-83, 83-1, and 86-128 - 29 CFR 2550, RIN 1210-ZA34. FINRA - Regulatory Notice - 25-04 - Rule Modernization Review Proposal. FINRA - Regulatory Notice - 25-05 - Outside Business Activities Proposed Rule. FINRA - Regulatory Notice - 25-07 - Supporting Modern Member Workplaces. Legislation establishing a federal regulatory framework to oversee the cryptocurrency market in and use of cryptocurrency in retirement plans. Legislation to provide favorable tax treatment for guaranteed lifetime income. Legislation and rulemaking affecting annuities, variable life products and retirement savings including Trump Administration and Congressional proposals on tax reform, ERISA, and securities laws. Legislation to direct the SEC to allow the use of amended appropriate registration forms to authorize consistent registrations for non-variable products. Legislation to ensure a balanced approach to the regulation of environmental, social, and governance investments. Legislation to increase protections and safeguards for personal financial information. Legislation to make a diverse slate of indexed and variable annuity contracts with guaranteed benefits eligible to be treated as QLACs to better meet the diverse needs of retirement savers. Legislation to provide balanced approach to regulating the use of AI by the insured retirement industry. Proposals at the Department of Labor for increasing access to guaranteed, protected lifetime solutions. Proposals at the Department of Labor to Rescind "ESG Rule" and Draft "Anti-ESG Rule." Proposals at the Department of Treasury/IRS for increasing access to guaranteed, protected lifetime income solutions. SEC - Implementation and Enforcement of Regulation BI and Form CRS. SEC - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). SEC - Implementation of Public Law No: 117-328, the Consolidated Appropriations Act, 2023, Division AA - Financial Services Matters, Title I-Registration for Index linked Annuities, Sec. 101. Parity for Registered Index-Linked Annuities Regarding Registration Rules. SEC/Treasury - Joint Proposed Rule by SEC & FinCEN - Customer Identification Programs for Registered Investment Advisers and Exempt Reporting Advisers - 17 CFR 275, 31 CFR 1032, RIN 1506-AB66, RIN 3235-AN34. SEC - Final Rule - Registration for Index-Linked Annuities and Registered Market Value Adjustment Annuities; Amendments to Form N-4 for Index-Linked Annuities, Registered Market Value Adjustment Annuities, and Variable Annuities; Other Technical Amendments - 17 CFR Parts 230, 232, 239, and 274, RIN 3235-AN30. SEC - Withdrawal of Proposed Regulatory Actions (issued between March 2022 and November 2023). The President's Executive Order - Democratizing Access to Alternative Assets for 401(K) Investors (08/07/2025). The Data Privacy Act (H.R.1165 - 118th Congress). The Empowering States to Protect Seniors from Bad Actors Act (H.R.5914 - 117th Congress). The E-SIGN Modernization Act of 2022 (S.3715 - 117th Congress). The Financial Freedom Act of 2023(S.427/H.R.1177 - 118th Congress). The Financial Innovation and Technology for the 21st Century Act (H.R.4763 - 118th Congress). The Improving Corporate Governance Through Diversity Act of 2023 (S.2007/H.R.4177 - 118th Congress). The Lummis-Gillibrand Responsible Financial Innovation Act (S.2281 - 118th Congress). The No Discrimination in My Benefits Act (H.R.5338 - 118th Congress). The RETIRE Act (H.R.5339 - 118th Congress). The Retirement Proxy Protection Act (H.R.5337 - 118th Congress). The SAFER Banking Act (S.2860 - 118th Congress). The Secure And Fair Enforcement (SAFE) Banking Act of 2023 (S.1323/H.R.2891 - 118th Congress). The Elder Justice Reauthorization and Modernization Act of 2023 (S.1198/H.R.2718-118th Congress). The Ensuring Sound Guidance Act (S.2282/H.R.4237 - 118th Congress). The Expanding Access to Capital Act (H.R.2799-118th Congress). The Empowering Main Street in America Act (S.5139-118th Congress). The Retirement Fairness for Charities and Educational Institutions Act of 2025 (S.424/H.R.1013-119th Congress). The Senior Security Act of 2023/2025 (S.955-118th Congress/H.R.1469 - 119th Congress). The Protecting Prudent Investment of Retirement Savings Act (H.R.2988 - 119th Congress). The Tax Relief for Victims of Crimes, Scams, and Disasters Act (S.1773/H.R.3469 - 119th Congress. The Financial Exploitation Prevention Act of 2025 (S.1481/H.R.2478 - 119th Congress). The Helping Young Americans Save for Retirement Act (H.R.4718/S.1707 - 119th Congress). The Improving Disclosure for Investors Act 2024/2025(S.1877/H.R.2441-119th Congress). The Securing and Enabling Commerce Using Remote and Electronic (SECURE) Notarization Act of 2025 (S.1561/H.R.1777 - 119th Congress). Treasury - IRS - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). Treasury - Request for Information on Uses, Opportunities, and Risks of Artificial Intelligence on Uses, Opportunities, and Risks of Artificial Intelligence in the Financial Services Sector - 89 FR 50048. Treasury - FSOC - Joint Trade Effort to Restore 2019 Nonbank Financial Institution Guidance.

Government entities reported: HOUSE OF REPRESENTATIVES Internal Revenue Service (IRS) Labor, Dept of (DOL) Securities & Exchange Commission (SEC) SENATE Treasury, Dept of

Reported filing-period amount: $180,000

This is the amount reported for the filing/reporting period and should not be interpreted as money spent lobbying this bill alone.

View official LDA filing ↗

INSURED RETIREMENT INSTITUTE

Registrant: INSURED RETIREMENT INSTITUTE

2nd Quarter (Apr 1 - June 30)
Jul 17, 2025

Reported lobbying issue

Insurance: DOL - EBSA - Implementation of the Consolidated Appropriations Act, 2023, Division T - SECURE 2.0 Act of 2022 (Public Law No: 117-328). DOL - EBSA - Request for Information-SECURE 2.0 Reporting and Disclosure (RIN 1210-AC23). DOL - Wage and Hour Division - Final Rule - Employee or Independent Contractor Classification Under the Fair Labor Standards Act - 87 FR 62218 (RIN 1235-AA43). DOL - Proposed Rule on Automatic Portability Transactions Exemption - 29 CFR 255 (RIN 1210-AC21). DOL- EBSA - Final Rule - Retirement Security Rule: Definition of an Investment Fiduciary - 29 CFR 2510, RIN 1210-AC02. DOL-EBSA- FINAL Amendments to PTE 2020-02 - 29 CFR 2550, RIN 1210-ZA32. DOL-EBSA- FINAL Amendments to PTEs 75-1, 77-4, 80-83, 83-1, and 86-128 - 29 CFR 2550, RIN 1210-ZA34. Legislation to maintain and protect the diverse array of retirement plan structures. Legislation to provide favorable tax treatment for guaranteed lifetime income. Legislation to provide technical corrections and extension of effective dates to implement the SECURE 2.0 Act. Legislation and rulemaking affecting annuities, variable life products and retirement savings including Trump Administration and Congressional proposals on tax reform, ERISA, and securities laws. Legislation to clarify the annuity selection safe harbor (P.L.116-94, Div. O, Section 204) provides a plan sponsor with the same protections in selecting an annuity contract. Legislation to direct the SEC to allow the use of amended appropriate registration forms to authorize consistent registrations for non-variable products. Legislation to make a diverse slate of indexed and variable annuity contracts with guaranteed benefits eligible to be treated as QLACs to better meet the diverse needs of retirement savers. Legislation to make long-term care insurance tax-advantaged, accessible, and affordable. Legislation to provide balanced approach to regulating the use of AI by the insured retirement industry. Legislation to require defined contribution plans to offer participants the option to invest in protected, guaranteed lifetime income solutions for all or some of their account balances. Legislation to require plan fiduciaries to provide retirement income education to employees throughout their working years. Proposals at the Department of Labor for increasing access to guaranteed, protected lifetime solutions. Proposals at the Department of Treasury/IRS for increasing access to guaranteed, protected lifetime income solutions. SEC - Implementation and Enforcement of Regulation BI and Form CRS. SEC - Implementation of Public Law No: 117-328, the Consolidated Appropriations Act, 2023, Division AA - Financial Services Matters, Title I-Registration for Index linked Annuities, Sec. 101. Parity for Registered Index-Linked Annuities Regarding Registration Rules. SEC - Final Rule - Registration for Index-Linked Annuities and Registered Market Value Adjustment Annuities; Amendments to Form N-4 for Index-Linked Annuities, Registered Market Value Adjustment Annuities, and Variable Annuities; Other Technical Amendments - 17 CFR Parts 230, 232, 239, and 274, RIN 3235-AN30. SEC/Treasury - Joint Proposed Rule by SEC & FinCEN - Customer Identification Programs for Registered Investment Advisers and Exempt Reporting Advisers - 17 CFR 275, 31 CFR 1032, RIN 1506-AB66, RIN 3235-AN34. SEC - Withdrawal of Proposed Regulatory Actions (issued between March 2022 and November 2023). Treasury - Request for Information on Uses, Opportunities, and Risks of Artificial Intelligence on Uses, Opportunities, and Risks of Artificial Intelligence in the Financial Services Sector - 89 FR 50048. Treasury - FSOC - Joint Trade Effort to Restore 2019 Nonbank Financial Institution Guidance. FINRA - Regulatory Notice - 25-04 - Rule Modernization Review Proposal. FINRA - Regulatory Notice - 25-05 - Outside Business Activities Proposed Rule. FINRA - Regulatory Notice - 25-07 - Supporting Modern Member Workplaces. The Data Privacy Act (H.R.1165 - 118th Congress). The Empowering States to Protect Seniors from Bad Actors Act (H.R.5914 - 117th Congress). The E-SIGN Modernization Act of 2022 (S.3715 - 117th Congress). The General Accounts Product Clarifications Act (H.R.9515 - 117th Congress). The Lifetime Income for Employees Act of 2023 (H.R.3942 - 118th Congress). The Richard L. Trumka Protecting the Right to Organize (PRO) Act of 2023 (S.567/H.R.20 - 118th Congress). The SAFER Banking Act (S.2860 - 118th Congress). The Secure And Fair Enforcement (SAFE) Banking Act of 2023 (S.1323/H.R.2891 - 118th Congress). The Securing and Enabling Commerce Using Remote and Electronic (SECURE) Notarization Act of 2023 (S.1212/H.R.1059 - 118th Congress). The Financial Fitness Act (H.R.8944-118th Congress). The Well-Being Insurance for Seniors to be at Home Act (H.R.2082-119th Congress). The Auto Reenroll Act (S.1831 - 119th Congress). Retirement: Amends IRS Code to establish Auto Reenrollment Tax Credit (S.2512 - 118th Congress). DOL - EBSA - Implementation of the Consolidated Appropriations Act, 2023, Division T - SECURE 2.0 Act of 2022 (Public Law No: 117-328). DOL - EBSA - Request for Information - SECURE 2.0 Reporting and Disclosure (RIN 1210-AC23). DOL - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). DOL - Wage and Hour Division - Final Rule - Employee or Independent Contractor Classification Under the Fair Labor Standards Act - 87 FR 62218 (RIN 1235-AA43). DOL - Proposed Rule on Automatic Portability Transactions Exemption - 29 CFR 255 (RIN 1210-AC21). DOL Guidance on Pension‑Linked Emergency Savings Accounts. DOL- EBSA - Final Rule - Retirement Security Rule: Definition of an Investment Fiduciary - 29 CFR 2510, RIN 1210-AC02. DOL-EBSA- FINAL Amendments to PTE 2020-02 - 29 CFR 2550, RIN 1210-ZA32. DOL-EBSA- FINAL Amendments to PTEs 75-1, 77-4, 80-83, 83-1, and 86-128 - 29 CFR 2550, RIN 1210-ZA34. DOL - EBSA - Final Rule - Prohibited Transaction Class Exemption 84-14 for Transactions Determined by Independent Qualified Professional Asset Managers (the QPAM Exemption) (RIN 1210-ZA07). DOL - EBSA - Direct Final Rule - Removal of Definition of Plan Assets-Insurance Company General Accounts. DOL - EBSA - Direct Final Rule - Removal of Interpretive Bulletins Relating to the Employee Retirement Income Security Act of 1974. DOL - EBSA - Direct Final Rule - Selection of Annuity Providers-Safe Harbor for Individual Account Plans. Joint Resolution providing for congressional disapproval of the Department of Labors Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights Rule (S.J.Res.8/H.J. Res.30 - 118th Congress). Legislation and rulemaking affecting 403(b) retirement plans and federal and state regulations governing their administration and operation. Legislation establishing a federal regulatory framework to oversee the cryptocurrency market in and use of cryptocurrency in retirement plans. Legislation to clarify Form 5500 reporting requirement for retirement plans filing under a Group of Plans. Legislation to maintain and protect the diverse array of retirement plan structures. Legislation to prohibit IRSs use of private debt collection agencies for individuals over the age of 65. Legislation to promote, preserve and maintain tax-deferred treatment of retirement savings. Legislation to provide favorable tax treatment for guaranteed lifetime income. Legislation to provide technical corrections and extension of effective dates to implement the SECURE 2.0 Act. Legislation and rulemaking affecting annuities, variable life products and retirement savings including Trump Administration and Congressional proposals on tax reform, ERISA, and securities laws. Legislation to clarify the annuity selection safe harbor (P.L.116-94, Div. O, Section 204) provides a plan sponsor with the same protections in selecting an annuity contract. Legislation to direct the SEC to allow the use of amended appropriate registration forms to authorize consistent registrations for non-variable products. Legislation to ensure a balanced approach to the regulation of environmental, social, and governance investments. Legislation to increase protections and safeguards for personal financial information. Legislation to make a diverse slate of indexed and variable annuity contracts with guaranteed benefits eligible to be treated as QLACs to better meet the diverse needs of retirement savers. Legislation to make long-term care insurance tax-advantaged, accessible, and affordable. Legislation to provide balanced approach to regulating the use of AI by the insured retirement industry. Legislation to require defined contribution plans to offer participants the option to invest in protected, guaranteed lifetime income solutions for all or some of their account balances. Legislation to require inclusion of longevity risk language in annual plan notices. Legislation to require plan fiduciaries to provide retirement income education to employees throughout their working years. Proposals at the Department of Labor for increasing access to guaranteed, protected lifetime solutions. Proposals at the Department of Labor to Rescind "ESG Rule" and Draft "Anti-ESG Rule." Proposals at the Department of Treasury/IRS for increasing access to guaranteed, protected lifetime income solutions. SEC - FINRA - Proposed Rule Change to Extend the Effectiveness of Temporary FINRA Rule 3110.17 - SR-FINRA-2021-023. SEC - Implementation and Enforcement of Regulation BI and Form CRS. SEC - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). SEC - Implementation of Public Law No: 117-328, the Consolidated Appropriations Act, 2023, Division AA - Financial Services Matters, Title I-Registration for Index linked Annuities, Sec. 101. Parity for Registered Index-Linked Annuities Regarding Registration Rules. SEC - Final Rule - Registration for Index-Linked Annuities and Registered Market Value Adjustment Annuities; Amendments to Form N-4 for Index-Linked Annuities, Registered Market Value Adjustment Annuities, and Variable Annuities; Other Technical Amendments - 17 CFR Parts 230, 232, 239, and 274, RIN 3235-AN30. The Data Privacy Act (H.R.1165 - 118th Congress). The Empowering States to Protect Seniors from Bad Actors Act (H.R.5914 - 117th Congress). The E-SIGN Modernization Act of 2022 (S.3715 - 117th Congress). The Financial Freedom Act of 2023 (S.427/H.R.1177 - 118th Congress). The Financial Innovation and Technology for the 21st Century Act (H.R.4763 - 118th Congress). The General Accounts Product Clarifications Act (H.R.9515 - 117th Congress). The Lifetime Income for Employees Act of 2023 (H.R.3942 - 118th Congress). The Lummis-Gillibrand Responsible Financial Innovation Act (S.2281 - 118th Congress). The Portable Benefits for Independent Workers Pilot Program Act (S.1696/H.R.3482 - 118th Congress). The RETIRE Act (H.R. 5339 - 118th Congress). The Richard L. Trumka Protecting the Right to Organize (PRO) Act of 2023 (S.567/H.R.20 - 118th Congress). The SAFER Banking Act (S.2860 - 118th Congress). The Secure And Fair Enforcement (SAFE) Banking Act of 2023 (S.1323/H.R.2891 - 118th Congress). The Securing and Enabling Commerce Using Remote and Electronic (SECURE) Notarization Act of 2023 (S.1212/H.R.1059 - 118th Congress). The Small Business Tax Fairness Act (S.2387 - 117th Congress). The Small Businesses Add Value for Employees (SAVE) Act (H.R.4637 - 115th Congress). The Expanding Access to Retirement Savings for Caregivers Act (H.R.6772 - 118th Congress). The Automatic IRA Act of 2024 (H.R.7293-118th Congress). The Elder Justice Reauthorization and Modernization Act of 2023 (S.1198/H.R.2718-118th Congress). The Ensuring Sound Guidance Act (S.2282/H.R.4237 - 118th Congress). The Expanding Access to Capital Act (H.R.2799-118th Congress). The Financial Fitness Act (H.R.8944-118th Congress). The Empowering Main Street in America Act (S.5139-118th Congress). The Catching Up Family Caregivers Act (S.5149/H.R.9764-118th Congress). The Financial Exploitation Prevention Act 2023/2025(S.1481-118th Congress/H.R.2478-119th Congress). The Improving Disclosure for Investors Act 2024/2025(S.3815-118th Congress/H.R.2441-119th Congress). The Improving Retirement Security for Family Caregivers Act (S.5148/H.R.9765-118th Congress). The Retirement Fairness for Charities and Educational Institutions Act of 2025 (S.424/H.R.1013-119th Congress). The Senior Security Act of 2023/2025 (S.955-118th Congress/H.R.1469-119th Congress). The Auto Reenroll Act (S.1831 - 119th Congress). The GUARD Act (H.R.2978-119th Congress). The Helping Young Americans Save for Retirement Act (S.1707 - 119th Congress). The Protecting Prudent Investment of Retirement Savings Act (H.R.2988 - 119th Congress). The Retirement Proxy Protection Act (H.R. 1996 - 119th Congress). The Retirement Savings for Americans Act (S.1526/H.R.2696 - 119th Congress). The Retirement Simplification and Clarity Act (H.R. 10467 - 118th Congress). Treasury - IRS - Request for SECURE 2.0 Guidance. Treasury - IRS - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). Treasury - IRS - Implementation of Public Law No: 117-328, the Consolidated Appropriations Act, 2023, Division T - SECURE 2.0 Act of 2022. Treasury - Request for Information on Financial Inclusion - 88 FR 88702 - Treas-Do-2023-0014. Treasury - FSOC - Joint Trade Effort to Restore 2019 Nonbank Financial Institution Guidance. Taxation/Internal Revenue Code: Amends IRS Code to establish Auto Reenrollment Tax Credit (S.2512 - 118th Congress). DOL - EBSA - Implementation of the Consolidated Appropriations Act, 2023, Division T - SECURE 2.0 Act of 2022 (Public Law No: 117-328). DOL - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). DOL Guidance on Pension‑Linked Emergency Savings Accounts. DOL - EBSA - Final Rule - Prohibited Transaction Class Exemption 84-14 for Transactions Determined by Independent Qualified Professional Asset Managers (the QPAM Exemption) (RIN 1210-ZA07). DOL - EBSA - Direct Final Rule - Removal of Definition of Plan Assets-Insurance Company General Accounts. DOL - EBSA - Direct Final Rule - Removal of Interpretive Bulletins Relating to the Employee Retirement Income Security Act of 1974. DOL - EBSA - Direct Final Rule - Selection of Annuity Providers-Safe Harbor for Individual Account Plans. Legislation and rulemaking affecting 403(b) retirement plans and federal and state regulations governing their administration and operation. Legislation to prohibit IRSs use of private debt collection agencies for individuals over the age of 65. Legislation to promote, preserve and maintain tax-deferred treatment of retirement savings. Legislation to provide favorable tax treatment for guaranteed lifetime income. Legislation to provide technical corrections and extension of effective dates to implement the SECURE 2.0 Act. Legislation and rulemaking affecting annuities, variable life products and retirement savings including Trump Administration and Congressional proposals on tax reform, ERISA, and securities laws. Legislation to make a diverse slate of indexed and variable annuity contracts with guaranteed benefits eligible to be treated as QLACs to better meet the diverse needs of retirement savers. Legislation to make long-term care insurance tax-advantaged, accessible, and affordable. Legislation to require defined contribution plans to offer participants the option to invest in protected, guaranteed lifetime income solutions for all or some of their account balances. Proposals at the Department of Labor for increasing access to guaranteed, protected lifetime solutions. Proposals at the Department of Labor to Rescind "ESG Rule" and Draft "Anti-ESG Rule." Proposals at the Department of Treasury/IRS for increasing access to guaranteed, protected lifetime income solutions. SEC - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). SEC/Treasury - Joint Proposed Rule by SEC & FinCEN - Customer Identification Programs for Registered Investment Advisers and Exempt Reporting Advisers - 17 CFR 275, 31 CFR 1032, RIN 1506-AB66, RIN 3235-AN34. The Lifetime Income for Employees Act of 2023 (H.R.3942 - 118th Congress). The Portable Benefits for Independent Workers Pilot Program Act (S.1696/H.R.3482 - 118th Congress). The Securing and Enabling Commerce Using Remote and Electronic (SECURE) Notarization Act of 2023 (S.1212/H.R.1059 - 118th Congress). The Small Business Tax Fairness Act (S.2387 - 117th Congress). The Small Businesses Add Value for Employees (SAVE) Act (H.R.4637 - 115th Congress). To amend the Internal Revenue Code of 1986 to permit the rollover contributions from Roth IRAs to designated Roth accounts (H.R.6757 - 118th Congress). The Expanding Access to Retirement Savings for Caregivers Act (H.R.6772 - 118th Congress). The Automatic IRA Act of 2024 (H.R.7293-118th Congress). The Catching Up Family Caregivers Act (S.5149/H.R.9764-118th Congress). The Improving Retirement Security for Family Caregivers Act (S.5148/H.R.9765-118th Congress). The Well-Being Insurance for Seniors to be at Home Act (H.R.2082-119th Congress). The Auto Reenroll Act (S.1831 - 119th Congress). The Generating Retirement Ownership through Long-Term Holding Act (S.1839/H.R.2089 - 119th Congress). The Helping Young Americans Save for Retirement Act (S.1707 - 119th Congress). The Retirement Savings for Americans Act (S.1526/H.R.2696 - 119th Congress). The Retirement Simplification and Clarity Act (H.R. 10467 - 118th Congress). The Tax Relief for Victims of Crimes, Scams, and Disasters Act (S.1773/H.R.3469 - 119th Congress). Treasury - IRS - Request for SECURE 2.0 Guidance. Treasury - IRS - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). Treasury - IRS - Implementation of Public Law No: 117-328, the Consolidated Appropriations Act, 2023, Division T - SECURE 2.0 Act of 2022. Treasury - Request for Information on Uses, Opportunities, and Risks of Artificial Intelligence on Uses, Opportunities, and Risks of Artificial Intelligence in the Financial Services Sector - 89 FR 50048. Treasury - FinCEN - Final Rule on AML/CFT Program and Suspicious Activity Report Filing Requirements for RIAs and Exempt Reporting Advisers (RIN 1506-AB58). Treasury - IRS - Final Rule Required Minimum Distributions - 87 FR 10504, 26 CFR 1 and 26 CFR 54, REG-105954-20 (RIN 1545-BP82). Treasury - FSOC - Joint Trade Effort to Restore 2019 Nonbank Financial Institution Guidance. Financial Institutions/Investments/Securities: DOL - Wage and Hour Division - Final Rule - Employee or Independent Contractor Classification Under the Fair Labor Standards Act - 87 FR 62218 (RIN 1235-AA43). DOL - Proposed Rule on Automatic Portability Transactions Exemption - 29 CFR 255 (RIN 1210-AC21). DOL - EBSA - Final Rule - Retirement Security Rule: Definition of an Investment Fiduciary - 29 CFR 2510, RIN 1210-AC02. DOL - EBSA- FINAL Amendments to PTE 2020-02 - 29 CFR 2550, RIN 1210-ZA32. DOL - EBSA- FIN AL Amendments to PTEs 75-1, 77-4, 80-83, 83-1, and 86-128 - 29 CFR 2550, RIN 1210-ZA34. FINRA - Regulatory Notice - 25-04 - Rule Modernization Review Proposal. FINRA - Regulatory Notice - 25-05 - Outside Business Activities Proposed Rule. FINRA - Regulatory Notice - 25-07 - Supporting Modern Member Workplaces. Legislation establishing a federal regulatory framework to oversee the cryptocurrency market in and use of cryptocurrency in retirement plans. Legislation to provide favorable tax treatment for guaranteed lifetime income. Legislation and rulemaking affecting annuities, variable life products and retirement savings including Trump Administration and Congressional proposals on tax reform, ERISA, and securities laws. Legislation to direct the SEC to allow the use of amended appropriate registration forms to authorize consistent registrations for non-variable products. Legislation to ensure a balanced approach to the regulation of environmental, social, and governance investments. Legislation to increase protections and safeguards for personal financial information. Legislation to make a diverse slate of indexed and variable annuity contracts with guaranteed benefits eligible to be treated as QLACs to better meet the diverse needs of retirement savers. Legislation to provide balanced approach to regulating the use of AI by the insured retirement industry. Proposals at the Department of Labor for increasing access to guaranteed, protected lifetime solutions. Proposals at the Department of Labor to Rescind "ESG Rule" and Draft "Anti-ESG Rule." Proposals at the Department of Treasury/IRS for increasing access to guaranteed, protected lifetime income solutions. SEC - Implementation and Enforcement of Regulation BI and Form CRS. SEC - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). SEC - Implementation of Public Law No: 117-328, the Consolidated Appropriations Act, 2023, Division AA - Financial Services Matters, Title I-Registration for Index linked Annuities, Sec. 101. Parity for Registered Index-Linked Annuities Regarding Registration Rules. SEC/Treasury - Joint Proposed Rule by SEC & FinCEN - Customer Identification Programs for Registered Investment Advisers and Exempt Reporting Advisers - 17 CFR 275, 31 CFR 1032, RIN 1506-AB66, RIN 3235-AN34. SEC - Final Rule - Registration for Index-Linked Annuities and Registered Market Value Adjustment Annuities; Amendments to Form N-4 for Index-Linked Annuities, Registered Market Value Adjustment Annuities, and Variable Annuities; Other Technical Amendments - 17 CFR Parts 230, 232, 239, and 274, RIN 3235-AN30. SEC - Withdrawal of Proposed Regulatory Actions (issued between March 2022 and November 2023). The Data Privacy Act (H.R.1165 - 118th Congress). The Empowering States to Protect Seniors from Bad Actors Act (H.R.5914 - 117th Congress). The E-SIGN Modernization Act of 2022 (S.3715 - 117th Congress). The Financial Freedom Act of 2023(S.427/H.R.1177 - 118th Congress). The Financial Innovation and Technology for the 21st Century Act (H.R.4763 - 118th Congress). The Improving Corporate Governance Through Diversity Act of 2023 (S.2007/H.R.4177 - 118th Congress). The Lummis-Gillibrand Responsible Financial Innovation Act (S.2281 - 118th Congress). The No Discrimination in My Benefits Act (H.R.5338 - 118th Congress). The RETIRE Act (H.R.5339 - 118th Congress). The Retirement Proxy Protection Act (H.R.5337 - 118th Congress). The SAFER Banking Act (S.2860 - 118th Congress). The Secure And Fair Enforcement (SAFE) Banking Act of 2023 (S.1323/H.R.2891 - 118th Congress). The Elder Justice Reauthorization and Modernization Act of 2023 (S.1198/H.R.2718-118th Congress). The Ensuring Sound Guidance Act (S.2282/H.R.4237 - 118th Congress). The Expanding Access to Capital Act (H.R.2799-118th Congress). The Empowering Main Street in America Act (S.5139-118th Congress). The Financial Exploitation Prevention Act 2023/2025(S.1481-118th Congress/H.R.2478-119th Congress). The Improving Disclosure for Investors Act 2024/2025(S.3815-118th Congress/H.R.2441-119th Congress). The Retirement Fairness for Charities and Educational Institutions Act of 2025 (S.424/H.R.1013-119th Congress). The Senior Security Act of 2023/2025 (S.955-118th Congress/H.R.1469 - 119th Congress). The Helping Young Americans Save for Retirement Act (S.1707 - 119th Congress). The Protecting Prudent Investment of Retirement Savings Act (H.R.2988 - 119th Congress). The Tax Relief for Victims of Crimes, Scams, and Disasters Act (S.1773/H.R.3469 - 119th Congress. Treasury - IRS - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). Treasury - Request for Information on Uses, Opportunities, and Risks of Artificial Intelligence on Uses, Opportunities, and Risks of Artificial Intelligence in the Financial Services Sector - 89 FR 50048. Treasury - FSOC - Joint Trade Effort to Restore 2019 Nonbank Financial Institution Guidance.

Government entities reported: HOUSE OF REPRESENTATIVES Internal Revenue Service (IRS) Labor, Dept of (DOL) Securities & Exchange Commission (SEC) SENATE Treasury, Dept of

Reported filing-period amount: $170,000

This is the amount reported for the filing/reporting period and should not be interpreted as money spent lobbying this bill alone.

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