Filing · LD-2 quarterly report
Q3 report
Reporting period
3rd Quarter 2026
July 1 - Sep 30 · Posted Oct 20, 2026
Expenses
$499,000
What this organization spent lobbying with its own staff.
Reported using the LDA's own definitions (method A): the three
LDA methods count different costs, so an expenses figure is
not comparable across filers that used different ones.
Client based in
New Jersey
Government bodies contacted
5
Lobbying activity
4
DOL Proposed rule on Fiduciary Duties in Selecting Designated Investment Alternatives Annuities in Defined Contribution Plans
Ordinary tax treatment of bonds (H.R. 2547/S. 1335) Tax treatment of life insurance and annuities Taxation of Digital Assets International Tax (GILTI, Foreign Issued Contracts, OECD Pillar 2) One Big Beautiful Bill Act (H.R. 1)
Data Security, AI, Privacy and Breach Legislation
Capital Markets efficiency 403B parity (HR 1013/S 424) Clear Forms Act (HR 10234) Registered Offering Reform E-delivery: Improving Disclosure for Investors Act (HR 2441)