Filing
2nd Quarter - Report
Reporting period
2nd Quarter 2026
Apr 1 - June 30 · Posted Jul 17, 2026
Money reported
None
Registrations and no-activity reports carry no figure.
Client based in
Pennsylvania
Government bodies contacted
4
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. Issues related to the Department of Labor's Retirement Savings Lost and Found registry. Issues related to the treatment of standard terminations. Technical Corrections to SECURE 2.0 Act of 2022.