TIAA

Lobbying for TIAA

Filing 1st Quarter - Report

Reporting period

1st Quarter 2025

Jan 1 - Mar 31 · Posted Apr 21, 2025

Expenses

$540,000.00

What this organization spent lobbying with its own staff. Reported using 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

Official filing document

Government bodies contacted 5

HOUSE OF REPRESENTATIVES
Labor, Dept of (DOL)
Securities & Exchange Commission (SEC)
SENATE
Treasury, Dept of

The chambers, agencies and offices the filer named. It does not say who inside them was contacted, or when.

Bills named in this filing 2

HR 1013
Retirement Fairness for Charities and Educational Institutions Act of 2025
S 424
Retirement Fairness for Charities and Educational Institutions Act of 2025

Lobbying activity 3

Retirement

Access to Lifetime Income Investment/Distribution Options on Retirement Plan Menus Access to Workplace Retirement Plans Providing for enhanced savings options for 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)

Financial Institutions/Investments/Securities

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)

Taxation/Internal Revenue Code

Low-Income Housing Tax Credit (LIHTC) and related legislation Tax-deferred treatment of retirement plans Tax exempt status of municipal bonds

Source: federal Lobbying Disclosure Act filing, reproduced as filed. Bills are parsed from the activity descriptions.