All lobbying filings

DAVIS & HARMAN LLP

Lobbying for COMMITTEE OF ANNUITY INSURERS

Filing 1st Quarter - Report

1st Quarter (Jan 1 - Mar 31) 2026 · District of Columbia · House · Senate · posted Apr 16, 2026

Official filing document

Bills named in this filing 3

HR 1013
Retirement Fairness for Charities and Educational Institutions Act of 2025
S 424
Retirement Fairness for Charities and Educational Institutions Act of 2025
HR 3383
Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025

Lobbying activity 2

Taxation/Internal Revenue Code

Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Technical Corrections to the SECURE 2.0 Act of 2022.

Financial Institutions/Investments/Securities

Proposals to amend federal securities laws to ensure parity between 403(b) plans and other types of retirement plans and to facilitate 403(b) plan investments in collective investment trusts, including: H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act; H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act; Technical Corrections to the SECURE 2.0 Act of 2022.

Source: federal Lobbying Disclosure Act filing. Bills are parsed from the activity descriptions.