INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION

Lobbying for INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION

Amended

The filer submitted a later report covering this same period, so the amounts here have been replaced. Site totals count only the latest version. See the current filing, posted Jan 19, 2026.

Filing 3rd Quarter - Report

Reporting period

3rd Quarter 2025

July 1 - Sep 30 · Posted Oct 14, 2025

Expenses

$50,000.00

What this organization spent lobbying with its own staff. Reported using A: the three LDA methods count different costs, so an expenses figure is not comparable across filers that used different ones.

Client based in

Maryland

Official filing document

Government bodies contacted 6

HOUSE OF REPRESENTATIVES
Labor, Dept of (DOL)
Office of Management & Budget (OMB)
Securities & Exchange Commission (SEC)
SENATE
Treasury, Dept of

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

Lobbying activity 3

Financial Institutions/Investments/Securities

Issues related to Securities and Exchange Commission Regulation Best Interest (Regulation BI). Proposed Securities and Exchange Commission Rule 223-1: Safeguarding Advisory Client Assets (Custody Rule). Conflicts of Interest and Predictive Data Analytics Proposal. Regulation D and Accredited Investor Definition. Share Repurchase Disclosure Modernization Proposal. Issues relating to 401(k) defined contributions. Issues relating to fiduciary duties regarding asset classes under ERISA (Retirement Savings Modernization Act). Issues relating to federal registration of securities.

Taxation/Internal Revenue Code

Issues related to the application of the Foreign Investment in Real Property Tax Act. Issues related to individual retirement accounts. Issues related to non-traded REITs and Business Development Corporations (BDCs). Issues related to the definition of domestically controlled qualified investment entities (DCQIEs). Issues related to Opportunity Zones. Issues related to IRC section 1031 like-kind exchanges. Issues related to qualified business income deduction (IRC section 199A).

Retirement

Issues relating to 401(k) defined contributions. Issues relating to Fiduciary Duties Regarding Asset Classes under ERISA (Retirement Savings Modernization Act), Department of Labor Retirement Security Rule: Definition of Investment Advice Fiduciary and Related Exemptions.

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