Filing · LD-2 quarterly report
Q3 report
Reporting period
3rd Quarter 2025
July 1 - Sep 30 · Posted Oct 20, 2025
Expenses
$260,000
What this organization spent lobbying with its own staff.
Reported using the LDA's own definitions (method A): the three
LDA methods count different costs, so an expenses figure is
not comparable across filers that used different ones.
Client based in
District of Columbia
Government bodies contacted
6
Lobbying activity
3
Access to Lifetime Income Investment/Distribution Options on Retirement Plan Menus Access to Workplace Retirement Plans Tax-Deferred Treatment of Retirement Plans Providing parity for investment options in 403(b) plans - Retirement Fairness for Charities and Educational Institutions Act (H.R. 1013, S. 424)
Closed End Funds - Increasing Investor Opportunities Act Providing parity for investment options in 403(b) plans - Retirement Fairness for Charities and Educational Institutions Act (H.R. 1013, S. 424)
Low-Income Housing Tax Credit (LIHTC) and related legislation Tax-deferred treatment of retirement plans Tax exempt status of municipal bonds One Big Beautiful Bill Act (H.R. 1) and related provisions