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All lobbying filings

DAVIS & HARMAN LLP

Lobbying for EDWARD JONES INVESTMENTS

 Filing 1st Quarter - Report
1st Quarter (Jan 1 - Mar 31) 2026 · Missouri · House · Senate · $10,000.00 income · posted Apr 16, 2026

Official filing document

 Bills named in this filing 10
  • S 2512
    EATS Act of 2025
  • S 1831
    Auto Reenroll Act of 2025
  • S 1707
    Helping Young Americans Save for Retirement Act
  • HR 4718
    Helping Young Americans Save for Retirement Act
  • HR 2891
    IRA Charitable Rollover Facilitation and Enhancement Act of 2025
  • S 3975
    IRA Charitable Rollover Facilitation and Enhancement Act of 2026
  • S 5148
    Improving Retirement Security for Family Caregivers Act of 2024
  • S 5149
    Catching Up Family Caregivers Act of 2024
  • HR 9765
    Improving Retirement Security for Family Caregivers Act of 2024
  • HR 9764
    Catching Up Family Caregivers Act of 2024
 Lobbying activity 2
Taxation/Internal Revenue Code

Proposals related to small business retirement issues and retirement savings issues. Issues related to automatic reenrollment. Partnership tax issues. Required minimum distribution issues. Proposals to assist caregivers. Issues regarding age 18 eligibility. Lifetime income proposals. Proposals relating to qualified charitable distributions. Issues related to Senate Committee hearing, "The Future of Retirement." Technical Corrections to SECURE 2.0 Act of 2022. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. (118th Congress) H.R. 9765/S. 5148, Improving Retirement Security for Family Caregivers Act. (118th Congress) H.R. 9764/S. 5149, Catching Up Family Caregivers Act. (118th Congress) S. 1831, Auto Reenroll Act. S. 1707, Helping Young Americans Save for Retirement Act. H.R. 4718, Helping Young Americans Save for Retirement Act. H.R.2891, IRA Charitable Rollover Facilitation and Enhancement Act of 2025. S.3975, IRA Charitable Rollover Facilitation and Enhancement Act of 2026.

Retirement

Proposals related to small business retirement issues and retirement savings issues. Issues related to automatic reenrollment. Partnership tax issues. Required minimum distribution issues. Proposals to assist caregivers. Issues regarding age 18 eligibility. Lifetime income proposals. Proposals relating to qualified charitable distributions. Issues related to Senate Committee hearing, "The Future of Retirement." Technical Corrections to SECURE 2.0 Act of 2022. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. (118th Congress) H.R. 9765/S. 5148, Improving Retirement Security for Family Caregivers Act. (118th Congress) H.R. 9764/S. 5149, Catching Up Family Caregivers Act. (118th Congress) S. 1831, Auto Reenroll Act. S. 1707, Helping Young Americans Save for Retirement Act. H.R. 4718, Helping Young Americans Save for Retirement Act. H.R.2891, IRA Charitable Rollover Facilitation and Enhancement Act of 2025. S.3975, IRA Charitable Rollover Facilitation and Enhancement Act of 2026.

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

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