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LOBBYING REPORT |
Lobbying Disclosure Act of 1995 (Section 5) - All Filers Are Required to Complete This Page
2. Address
Address1 | 1101 PENNSYLVANIA AVENUE, NW, #800 |
Address2 | |
City | WASHINGTON |
State | DC |
Zip Code | 20004 |
Country | USA |
3. Principal place of business (if different than line 2)
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Zip Code | |
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5. Senate ID# 55757-12
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6. House ID# 351660000
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TYPE OF REPORT | 8. Year | 2008 |
Q1 (1/1 - 3/31) | Q2 (4/1 - 6/30) | Q3 (7/1 - 9/30) | Q4 (10/1 - 12/31) |
9. Check if this filing amends a previously filed version of this report
10. Check if this is a Termination Report | Termination Date | |
11. No Lobbying Issue Activity |
INCOME OR EXPENSES - YOU MUST complete either Line 12 or Line 13 | |||||||||
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12. Lobbying | 13. Organizations | ||||||||
INCOME relating to lobbying activities for this reporting period was: | EXPENSE relating to lobbying activities for this reporting period were: | ||||||||
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Provide a good faith estimate, rounded to the nearest $10,000, of all lobbying related income for the client (including all payments to the registrant by any other entity for lobbying activities on behalf of the client). | 14. REPORTING Check box to indicate expense accounting method. See instructions for description of options. | ||||||||
Method A.
Reporting amounts using LDA definitions only
Method B. Reporting amounts under section 6033(b)(8) of the Internal Revenue Code Method C. Reporting amounts under section 162(e) of the Internal Revenue Code |
Signature | Digitally Signed By: Daniel J. Keniry, Senior Vice President, Government Relations |
Date | 10/20/2008 |
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code FIN
16. Specific lobbying issues
HR 2347/S 1430 - To authorize state and local governments to direct divestments from, and prevent investments in, companies with investments of $20,000,000 or more in Iran's energy sector; Argentina debt default; S 970 - To impose sanctions on Iran and on Russia for assisting Iran in developing a nuclear program;
HR 1427 - Federal Housing Finance Reform Act
HR 556 - National Security Foreign Investment Reform and Strengthened Transparency Act of 2007
HR 2586 - Securities & Exchange Commission Authority Restoration Act of 2007
HR 1400 - To enhance United States diplomatic efforts with respect to Iran by imposing additional economic sanctions against Iran
Regulation R guidance (File No. S7-22-06/Docket No. R-1274)
HR 3185 - The "401(k) Fair Disclosure for Retirement Security Act of 2007"
HR 3765 - Defined Contribution Plan Fee Transparency Act of 2007
S 2473 - Defined Contribution Fee Disclosure Act of 2007
HR 3915 - Mortgage Reform & Anti-Predatory Lending Act
HR 5579 - The Emergency Mortgage Loan Modification
S 2133 - Homeowners' Mortgage and Equity Savings Act of 2007
S 2136 - Helping Families Save Their Homes in Bankruptcy Act of 2007
S 2338 - FHA Modernization Act of 2007
HR 1852 - Expanding American Homeownership Act of 2007
HR 6049/S 3125 - Renewable Energy and Job Creation Act
S 3227 - Iran Sanctions Act of 2008
HR 6604 - Commodity Markets Transparency and Accountability Act
HR 1424 - Emergency Economic Stability Act (EESA)
Covered bonds
Money market guarantee program
Proxy access issues
Securities regulation issues
International reciprocity issues
Executive compensation issues
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Federal Reserve System, Labor - Dept of (DOL), Office of Management & Budget (OMB), Securities & Exchange Commission (SEC), State - Dept of (DOS), Treasury - Dept of, White House Office
18. Name of each individual who acted as a lobbyist in this issue area
First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Daniel |
Keniry |
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Kathryn |
Anderson |
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Sue |
DiLandro |
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Brooke |
Chambers |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code RET
16. Specific lobbying issues
HR 2167/S 1141 - Automatic IRA Act of 2007; 403(b) regulatory guidance (RIN 1545-BB64/REG-155608-02); S 1010 - Retirement Security Life Act of 2007; Retiree health care issues; Default investment alternatives (RIN 1210-AB10); Investment advice; International pension issues;
HR 3361/S 1974 - Pension Protection Technical Corrections Act of 2007
DOL Plan Fee Disclosure proposed regulations on 408(b)(2) - RIN 1210-AB08
DOL fiduciary requirements for disclosure on participant directed retirement plans - RIN 1210-AB07
HR 6142 - Pension Protection Act technical corrections
S 2794 - Senior Investment Protection Act
Easy 401(k) Plan issues
Roth 457(b) issues
HR 5160 - SAVE Act of 2008
Alternative assets in pension funds
Retirement plan leakage issues
S 3278 - To amend the Internal Revenue Code of 1986 to provide that no loan may be made from a qualified employer plan using a credit card or other intermediary and to limit the number of loans
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Commerce - Dept of (DOC), Government Accountability Office (GAO), Labor - Dept of (DOL), Office of Management & Budget (OMB), State - Dept of (DOS), Treasury - Dept of, White House Office
18. Name of each individual who acted as a lobbyist in this issue area
First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Daniel |
Keniry |
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Kathryn |
Anderson |
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Sue |
DiLandro |
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Brooke |
Chambers |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code TAX
16. Specific lobbying issues
HR 878/S 601 - Simplification Through Additional Reporting Act; Education and college savings tax issues; Tax treatment of 529 college savings plans;
HR 2419 - Farm, Nutrition and Bioenergy Act of 2007
HR 3970 - Tax Reduction and Reform Act
HR 3996 - Tax Increase Prevention Act of 2007
HR 5140 - Recovery Rebates and Economic Stimulus for the American People Act of 2008
HR 3221 - New Direction for Energy Independence, National Security and Consumer Protection Act
HR 1820/S 1556 - Tax Equity for Domestic Partner & Health Plan Beneficiaries Act
S 2797 - Senior Protection Act of 2008
HR 5720 - Housing Assistance Tax Act
HR 6081 - The Heroes Earnings Assistance and Relief Tax Act of 2008
HR 2776 - Renewable Energy and Energy Conservation Tax Act
HR 6049 - Energy and Tax Extenders Act
HR 7060 - Renewable Energy and Job Creation Act
S 3125 - Energy Independence and Tax Relief Act
S 3335 - Jobs, Energy, Families and Disaster Relief Act
HR 5351 - Renewable Energy and Energy Conservation Tax Act
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Education - Dept of, Treasury - Dept of, White House Office
18. Name of each individual who acted as a lobbyist in this issue area
First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Daniel |
Keniry |
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Kathryn |
Anderson |
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Sue |
DiLandro |
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Brooke |
Chambers |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code INS
16. Specific lobbying issues
HR 3200/S 40 - National Insurance Act of 2007 - Optional Federal Charter proposals
HR 5611 - National Association of Registered Agents and Brokers Reform Act of 2008 (NARAB II)
HR 5840 - Insurance Information Act
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Treasury - Dept of, White House Office
18. Name of each individual who acted as a lobbyist in this issue area
First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Daniel |
Keniry |
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Kathryn |
Anderson |
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Sue |
DiLandro |
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Brooke |
Chambers |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code EDU
16. Specific lobbying issues
HR 2669 - College Cost Reduction Act; HR 4137 - College Opportunity and Affordability Act; S 1642 - Higher Education Amendments; HR 2272/S 761 - American COMPETES Act; Budget proposals regarding 529 college savings plans; Higher education savings tax issues; HR 5715/S 2815 - Ensuring Continued Access to Student Loans Act; HR 5914 - Student Loan Access Act; HR 5723/S 2847 - Emergency Student Loan Market Liquidity Act
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Commerce - Dept of (DOC), Education - Dept of, Office of Management & Budget (OMB), Treasury - Dept of, White House Office
18. Name of each individual who acted as a lobbyist in this issue area
First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Daniel |
Keniry |
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Kathryn |
Anderson |
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Sue |
DiLandro |
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Brooke |
Chambers |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
Information Update Page - Complete ONLY where registration information has changed.
20. Client new address
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21. Client new principal place of business (if different than line 20)
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22. New General description of client’s business or activities
LOBBYIST UPDATE
23. Name of each previously reported individual who is no longer expected to act as a lobbyist for the client
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ISSUE UPDATE
24. General lobbying issue that no longer pertains
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AFFILIATED ORGANIZATIONS
25. Add the following affiliated organization(s)
Internet Address:
Name | Address |
Principal Place of Business (city and state or country) |
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26. Name of each previously reported organization that is no longer affiliated with the registrant or client
1 | 2 | 3 |
FOREIGN ENTITIES
27. Add the following foreign entities:
Name | Address |
Principal place of business (city and state or country) |
Amount of contribution for lobbying activities | Ownership percentage in client | ||||||||||
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% |
28. Name of each previously reported foreign entity that no longer owns, or controls, or is affiliated with the registrant, client or affiliated organization
1 | 3 | 5 |
2 | 4 | 6 |