Filing
1st Quarter - Report
Reporting period
1st Quarter 2026
Jan 1 - Mar 31 · Posted Apr 16, 2026
Money reported
None
Registrations and no-activity reports carry no figure.
Client based in
Pennsylvania
Government bodies contacted
3
Lobbying activity
2
Issues related to tax incentives for retirement savings. Treatment of pooled-employer plans. Technical Corrections to SECURE 2.0 Act of 2022.
Issues related to tax incentives for retirement savings. Treatment of pooled-employer plans. Technical Corrections to SECURE 2.0 Act of 2022.