PORTERFIELD, FETTIG & SEARS, LLC

Lobbying for TIAA · Retirement and Insurance Investments

Filing 1st Quarter - Report

Reporting period

1st Quarter 2026

Jan 1 - Mar 31 · Posted Apr 20, 2026

Income

$30,000.00

What the client paid this registrant for the period.

Client based in

North Carolina

Government bodies contacted 3

The chambers, agencies and offices the filer named. It does not say who inside them was contacted, or when.

Bills named in this filing 3

HR 1013
Retirement Fairness for Charities and Educational Institutions Act of 2025
S 424
Retirement Fairness for Charities and Educational Institutions Act of 2025
HR 3383
Employee Equity Investment Act of 2023

Lobbying activity 2

Retirement

Retirement issues; 403 b plans; Department of Labor's proposed rule "Fiduciary Duties in Selecting Designated Investment Alternatives."

Financial Institutions/Investments/Securities

Asset management; H.R. 1013 and S. 424, the Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 3383, the INVEST Act.

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