Filing
3rd Quarter - Report
Reporting period
3rd Quarter 2025
July 1 - Sep 30 · Posted Oct 20, 2025
Expenses
$580,000.00
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
Missouri
Government bodies contacted
2
Lobbying activity
3
Issues related to retirement security and savings matters; issues related to senior investor protection matters; issues related to SEC and DOL standard of care rulemaking; issues related to promoting financial education; issues related to banking services.
Partnership tax issues; issues related to financial transaction, capital gains, and dividend incomes taxes.
Issues related to retirement savings and creating additional opportunities for caregivers to save for retirement.