All lobbying filings

DAVIS & HARMAN LLP

Lobbying for SPARK INSTITUTE · Trade association representing providers of retirement services.

Filing 3rd Quarter - Report

3rd Quarter (July 1 - Sep 30) 2025 · Connecticut · House · Senate · posted Oct 14, 2025

Official filing document

Bills named in this filing 6

S 1831
Auto Reenroll Act of 2025
HR 2958
Balance the Scales Act
HR 2869
EBSA Investigations Transparency Act
HR 1
An act to provide for reconciliation pursuant to title II of H. Con. Res. 14.
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

Issues related to tax incentives for retirement savings. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Issues related to recordkeeping simplification for 401(k) plans. Issues related to lifetime income and auto features. Technical Corrections to the SECURE 2.0 Act of 2022. S. 1831, Auto Reenroll Act. H.R. 2958, Balance the Scales Act. H.R. 2869, EBSA Investigations Transparency Act.

Taxation/Internal Revenue Code

Issues related to tax incentives for retirement savings. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Issues related to recordkeeping simplification for 401(k) plans. Issues related to lifetime income and auto features. Technical Corrections to the SECURE 2.0 Act of 2022. S. 1831, Auto Reenroll Act. H.R. 1. H.R. 2958, Balance the Scales Act. H.R. 2869, EBSA Investigations Transparency Act.

Financial Institutions/Investments/Securities

Issues related to retirement plan data privacy. Expansion of investment options for 403(b) plans, including: H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act.

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