PORTERFIELD, FETTIG & SEARS, LLC

Lobbying for TIAA · Retirement and Insurance Investments

Filing 1st Quarter - Report

1st Quarter (Jan 1 - Mar 31) 2026 · North Carolina · House · Senate · $30,000.00 income · posted Apr 20, 2026

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
Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025

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. Bills are parsed from the activity descriptions.