Filing
Q3 report
Reporting period
3rd Quarter 2025
July 1 - Sep 30 · Posted Oct 15, 2025
Money reported
None
Registrations and no-activity reports carry no figure.
Client based in
Pennsylvania
Government bodies contacted
3
Lobbying activity
2
Issues related to tax incentives for retirement savings. Treatment of pooled-employer plans. Technical Corrections to SECURE 2.0 Act of 2022.
Issues related to tax incentives for retirement savings. Treatment of pooled-employer plans. Technical Corrections to SECURE 2.0 Act of 2022.