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All lobbying clients

Insured Retirement Institute

Insured Retirement Institute has lobbied on its own behalf and been represented by 1 lobbying firm in 14 filings since 2025, with $1,640,000 in reported spending; the newest was posted October 20, 2026.

As filed: INSURED RETIREMENT INSTITUTE. Client based in District of Columbia.

$1,640,000 Reported spend
14 Filings counted
1 Outside firm hired
122 Bills named

Spend is reported income plus in-house expenses across 14 filings. The LDA keeps a separate client record for every registrant that files for a client, so this page adds up 2 records, one per registrant listed below. Records are combined when the client name matches once case, punctuation and endings such as Inc. or LLC are set aside; for a city, county or port the state has to match as well.

 Who filed for this client 2

Spend per registrant: fees an outside firm reported, or the costs the client reported for lobbying in-house. The rows add up to the total above.

 Bills named in these filings top 30 of 122
  • H.R. 1013
    Retirement Fairness for Charities and Educational Institutions Act of 2025
    13 filings
  • S. 424
    Retirement Fairness for Charities and Educational Institutions Act of 2025
    12 filings
  • H.R. 5914
    Empowering States to Protect Seniors from Bad Actors Act
    7 filings
  • H.R. 9515
    General Accounts Product Clarifications Act
    7 filings
  • S. 2387
    Small Business Tax Fairness Act
    7 filings
  • S. 3715
    E-SIGN Modernization Act of 2022
    7 filings
  • H.J. Res. 30
    Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted…
    7 filings
  • H.R. 1165
    Data Privacy Act of 2023
    7 filings
  • H.R. 1177
    Financial Freedom Act of 2023
    7 filings
  • H.R. 2718
    Elder Justice Reauthorization and Modernization Act of 2023
    7 filings
  • H.R. 2799
    Expanding Access to Capital Act of 2023
    7 filings
  • H.R. 2891
    SAFE Banking Act of 2023
    7 filings
  • H.R. 3482
    Portable Benefits for Independent Workers Pilot Program Act
    7 filings
  • H.R. 3942
    Lifetime Income For Employees Act
    7 filings
  • H.R. 4177
    Improving Corporate Governance Through Diversity Act of 2023
    7 filings
  • H.R. 4237
    Ensuring Sound Guidance Act
    7 filings
  • H.R. 4763
    Financial Innovation and Technology for the 21st Century Act
    7 filings
  • H.R. 5337
    Retirement Proxy Protection Act
    7 filings
  • H.R. 5338
    No Discrimination in My Benefits Act
    7 filings
  • H.R. 6757
    To amend the Internal Revenue Code of 1986 to permit the rollover contributions from Roth IRAs to designated …
    7 filings
  • H.R. 6772
    Expanding Access to Retirement Savings for Caregivers Act
    7 filings
  • H.R. 8944
    Financial Fitness Act
    7 filings
  • S. 1198
    Elder Justice Reauthorization and Modernization Act of 2023
    7 filings
  • S. 1323
    SAFE Banking Act of 2023
    7 filings
  • S. 1696
    Portable Benefits for Independent Workers Pilot Program Act
    7 filings
  • S. 2007
    Improving Corporate Governance Through Diversity Act of 2023
    7 filings
  • S. 2281
    Lummis-Gillibrand Responsible Financial Innovation Act
    7 filings
  • S. 2282
    Ensuring Sound Guidance Act
    7 filings
  • S. 2512
    A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirem…
    7 filings
  • S. 2860
    SAFER Banking Act
    7 filings
 Reported by year 2 years
  • 2026 $680,000 6 filings
  • 2025 $960,000 8 filings
 Issues lobbied 4

The count is how many filings named that issue area. A filing reports one lump figure covering every issue on it, so the money above cannot be split between them.

 Agencies and chambers lobbied 6
  • HOUSE OF REPRESENTATIVES 14
  • SENATE 14
  • Internal Revenue Service (IRS) 7
  • Labor, Dept of (DOL) 7
  • Securities & Exchange Commission (SEC) 7
  • Treasury, Dept of 7
 Recent filings 14 total
Q3 report
Insured Retirement Institute
3rd Quarter 2026 (July 1 - Sep 30) · House · Senate · $180,000 expenses · posted Oct 20, 2026
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Q3 report
Forbes-Tate
3rd Quarter 2026 (July 1 - Sep 30) · House · Senate · $50,000 income · posted Oct 18, 2026
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Q2 report
Forbes-Tate
2nd Quarter 2026 (Apr 1 - June 30) · House · Senate · $50,000 income · posted Jul 20, 2026
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Q2 report
Insured Retirement Institute
2nd Quarter 2026 (Apr 1 - June 30) · House · Senate · $180,000 expenses · posted Jul 20, 2026
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Q1 report
Insured Retirement Institute
1st Quarter 2026 (Jan 1 - Mar 31) · House · Senate · $170,000 expenses · posted Apr 20, 2026
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Q1 report
Forbes-Tate
1st Quarter 2026 (Jan 1 - Mar 31) · House · Senate · $50,000 income · posted Apr 18, 2026
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Q4 report
Insured Retirement Institute
4th Quarter 2025 (Oct 1 - Dec 31) · House · Senate · $240,000 expenses · posted Jan 20, 2026
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Q4 report
Forbes-Tate
4th Quarter 2025 (Oct 1 - Dec 31) · House · Senate · $50,000 income · posted Jan 18, 2026
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Q3 report
Forbes-Tate
3rd Quarter 2025 (July 1 - Sep 30) · House · Senate · $50,000 income · posted Oct 19, 2025
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Q3 report
Insured Retirement Institute
3rd Quarter 2025 (July 1 - Sep 30) · House · Senate · $180,000 expenses · posted Oct 17, 2025
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Q2 report
Forbes-Tate
2nd Quarter 2025 (Apr 1 - June 30) · House · Senate · $50,000 income · posted Jul 17, 2025
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Q2 report
Insured Retirement Institute
2nd Quarter 2025 (Apr 1 - June 30) · House · Senate · $170,000 expenses · posted Jul 17, 2025
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Q1 report
Insured Retirement Institute
1st Quarter 2025 (Jan 1 - Mar 31) · House · Senate · $170,000 expenses · posted Apr 16, 2025
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Q1 report
Forbes-Tate
1st Quarter 2025 (Jan 1 - Mar 31) · House · Senate · $50,000 income · posted Apr 15, 2025
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Filings through , the newest posted date on this record. Source: federal Lobbying Disclosure Act filings, synced daily. Money is self-reported by the filer and often rounded. Lobbying is legal, disclosed activity.

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