Forbes-Tate

Forbes-Tate filed a Q1 report for Insured Retirement Institute on April 18, 2026, reporting $50,000 in lobbying income.

Lobbying for Insured Retirement Institute · Financial services trade association for the retirement income industry.

As filed: FORBES-TATE for INSURED RETIREMENT INSTITUTE.

All filings by Forbes-Tate · Everything Insured Retirement Institute has reported

Filing · LD-2 quarterly report Q1 report

Reporting period

1st Quarter 2026

Jan 1 - Mar 31 · Posted Apr 18, 2026

Income

$50,000

What the client paid this registrant for the period.

Client based in

District of Columbia

Official filing document

Government bodies contacted 2

The chambers, agencies and offices the filer named. It does not say who inside them was contacted, or when. Each name opens every filing that named the same body.

Lobbying activity 1

Retirement

Issues related to retirement savings; Issues related to H.R. 1013/S. 424 - The Retirement Fairness for Charities and Educational Institutions Act of 2025; Issues related to DOL Fiduciary rule.

Bills named in this filing 2

H.R. 1013
Retirement Fairness for Charities and Educational Institutions Act of 2025
S. 424
Retirement Fairness for Charities and Educational Institutions Act of 2025

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