1st Quarter - Report · 2026

Filing UUID: f61329ed-cd6a-4cec-bc1b-83ee63c0b828
Type: Q1 — 1st Quarter - Report
Period: first_quarter
Year: 2026
Posted: 2026-04-14 20:40:55
Income (reported): $10,000
Expenses (reported): —
Filing document: Open on lda.senate.gov

Registrant (lobbying firm)

DAVIS & HARMAN LLP

Law Firm.

Contact: TAYLOR HOWARD
Phone: +1 202-662-2282
Address: zip:20004, city:Washington, state:DC, street:1455 Pennsylvania Avenue, N. W. Suite 1200

Client

SPARK INSTITUTE

Trade association representing providers of retirement services.

State: CT
Country: US
Government-entity client: false
Effective date: 2013-04-01

Issues lobbied + lobbyists

`RET` — Retirement

Issues related to tax incentives for retirement savings. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Issues related to recordkeeping simplification for 401(k) plans. Issues related to lifetime income and auto features. Issues related to alternative investments in retirement plans. Technical Corrections to the SECURE 2.0 Act of 2022. S. 1831, Auto Reenroll Act. H.R. 2958, Balance the Scales Act. H.R. 2869, EBSA Investigations Transparency Act. H.R. 6084, ERISA Litigation Reform Act.

Lobbyists: MICHAEL L HADLEY; CHRIS L GASTON (covered position: Chief of Staff, Rep. Rush Holt); mr ADAM MCMAHON

Government entities lobbied: HOUSE OF REPRESENTATIVES; Pension & Welfare Benefits Administration; SENATE

`TAX` — Taxation/Internal Revenue Code

Issues related to tax incentives for retirement savings. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Issues related to recordkeeping simplification for 401(k) plans. Issues related to lifetime income and auto features. Issues related to alternative investments in retirement plans. Technical Corrections to the SECURE 2.0 Act of 2022. S. 1831, Auto Reenroll Act. H.R. 1. H.R. 2958, Balance the Scales Act. H.R. 2869, EBSA Investigations Transparency Act. H.R. 6084, ERISA Litigation Reform Act.

Lobbyists: CHRIS L GASTON (covered position: Chief of Staff, Rep. Rush Holt); MICHAEL L HADLEY; mr ADAM MCMAHON

Government entities lobbied: HOUSE OF REPRESENTATIVES; SENATE

`FIN` — Financial Institutions/Investments/Securities

Issues related to retirement plan data privacy. Expansion of investment options for 403(b) plans, including: H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act. H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act.

Lobbyists: MICHAEL L HADLEY; CHRIS L GASTON (covered position: Chief of Staff, Rep. Rush Holt); mr ADAM MCMAHON

Government entities lobbied: HOUSE OF REPRESENTATIVES; SENATE

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