Insured Retirement Institute

Insured Retirement Institute Political Action Committee (IRI PAC)

Membership group PAC FEC C00490474

Influence at a glance · Jan 2025 – Sep 2026Jan 25 – Sep 26 How we count

PAC giving to candidates$277K

Membership group lobbying, all issues $1.3M

Giving: FEC filings, net of refunds. Lobbying: the membership group’s own LD-2 reports, all issues, rounded to the nearest $10,000 each quarter. Two different filers, same 21 months.Lobbying: all issues, rounded to the nearest $10,000. Two filers, same 21 months. This PAC gives money raised from the membership group’s members; the membership group itself can’t give to campaigns from its treasury.

Lobbying spend by quarter since 2015Spend by quarter Pro

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What they lobby on

Method

Insured Retirement Institute reported federal lobbying in 8 of the last 8 quarters (Q4 2024 to Q3 2026), with its own in-house lobbyists and 1 outside firm. What follows is what the filings say it lobbied on, not which way.

Issue areas ranked by quarters filedQ4 24 → Q3 26

Financial Institutions/Investments/Securities8 of 88/8
Insurance8 of 88/8
Retirement8 of 88/8
Taxation/Internal Revenue Code8 of 88/8

Bills named in the filings 103 bills, this period

98 more, 15 named in only one filing · Show all 103

H.R. 4763, 118th Financial Innovation and Technology for the 21st Century Act8 filings
H.R. 5337, 118th Retirement Proxy Protection Act8 filings
H.R. 5338, 118th No Discrimination in My Benefits Act8 filings
H.R. 5339, 118th Protecting Americans’ Investments from Woke Policies Act8 filings
H.R. 5914, 117th On congress.gov8 filings
H.R. 6757, 118th To amend the Internal Revenue Code of 1986 to permit the rollover contributions from Roth IRAs to designated Roth accounts.8 filings
H.R. 6772, 118th Expanding Access to Retirement Savings for Caregivers Act8 filings
H.R. 8944, 118th Financial Fitness Act8 filings
H.R. 9515, 117th On congress.gov8 filings
S. 1198 / H.R. 2718, 118th Elder Justice Reauthorization and Modernization Act of 20238 filings
S. 1323 / H.R. 2891, 118th SAFE Banking Act of 20238 filings
S. 1696 / H.R. 3482, 118th Portable Benefits for Independent Workers Pilot Program Act8 filings
S. 2007 / H.R. 4177, 118th Improving Corporate Governance Through Diversity Act of 20238 filings
S. 2281, 118th Lummis-Gillibrand Responsible Financial Innovation Act8 filings
S. 2282 / H.R. 4237, 118th Ensuring Sound Guidance Act8 filings
S. 2387, 117th On congress.gov8 filings
S. 2512, 118th A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers.8 filings
S. 2860, 118th SAFER Banking Act8 filings
S. 3715, 117th On congress.gov8 filings
S. 427 / H.R. 1177, 118th Financial Freedom Act of 20238 filings
S. 5139, 118th Empowering Main Street in America Act of 20248 filings
S.J.Res. 8, 118th A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Department of Labor relating to "Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights".8 filings
H.R. 1165, 118th Data Privacy Act of 2023 Broad bill8 filings
H.R. 1469 Senior Security Act of 20257 filings
H.R. 2082 WISH Act7 filings
S. 1877 / H.R. 2441 Improving Disclosure for Investors Act of 20257 filings
S. 2840 / H.R. 2478 Financial Exploitation Prevention Act of 20257 filings
H.R. 1996 Retirement Proxy Protection Act6 filings
H.R. 2978 GUARD Act6 filings
H.R. 2988 Protecting Prudent Investment of Retirement Savings Act6 filings
S. 1526 / H.R. 2696 Retirement Savings for Americans Act of 20256 filings
S. 1707 / H.R. 4718 Helping Young Americans Save for Retirement Act6 filings
S. 1773 / H.R. 3469 Tax Relief for Victims of Crimes, Scams, and Disasters Act6 filings
S. 1831 / H.R. 6729 Auto Reenroll Act of 20256 filings
S. 1839 / H.R. 2089 Generating Retirement Ownership through Long-Term Holding6 filings
S. 5148 / H.R. 9765, 118th Improving Retirement Security for Family Caregivers Act of 20246 filings
S. 5149 / H.R. 9764, 118th Catching Up Family Caregivers Act of 20246 filings
H.R. 10467, 118th Retirement Simplification and Clarity Act5 filings
H.R. 2869 EBSA Investigations Transparency Act5 filings
H.R. 2958 Balance the Scales Act5 filings
S. 1561 / H.R. 1777 SECURE Notarization Act of 20255 filings
S. 1727 Employee Ownership Fairness Act of 20255 filings
S. 1728 Employee Ownership Representation Act of 20255 filings
S. 2210 Unlocking Benefits for Independent Workers Act5 filings
S. 2217 Independent Retirement Fairness Act5 filings
S. 2458 Employee Ownership Financing Act5 filings
S. 2461 Promotion and Expansion of Private Employee Ownership Act of 20255 filings
S. 852 / H.R. 20 Richard L. Trumka Protecting the Right to Organize Act of 20255 filings
S. 955, 118th Senior Security Act of 20235 filings
H.R. 3383 Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 20254 filings
H.R. 5748 Retirement Investment Choice Act4 filings
H.R. 5887 Saving for the Future Act4 filings
H.R. 6084 ERISA Litigation Reform Act4 filings
H.R. 6722 Automatic IRA Act of 20254 filings
H.R. 7293, 118th Automatic IRA Act of 20244 filings
S. 3083 Providing Complete Information to Retirement Investors Act4 filings
S. 3086 Restoring Integrity in Fiduciary Duty Act4 filings
H.R. 1059, 118th SECURE Notarization Act of 20233 filings
H.R. 7130 McCarran-Ferguson Restoration Act3 filings
S. 1212, 118th Securing and Enabling Commerce Using Remote and Electronic Notarization Act of 20233 filings
S. 2335 / H.R. 7556 Pensions for All Act3 filings
S. 2365 / H.R. 4548 Small Nonprofit Retirement Security Act of 20253 filings
S. 3815, 118th Improving Disclosure for Investors Act of 20243 filings
S. 4055 Senior Security Act of 20263 filings
S. 5156 / H.R. 6324 Retirement Simplification and Clarity Act3 filings
S. 567 / H.R. 20, 118th Richard L. Trumka Protecting the Right to Organize Act of 2023 Broad bill3 filings
H.R. 3063, 118th Retirement Fairness for Charities and Educational Institutions Act of 20232 filings
H.R. 4957, 118th Department of Labor Succession Act2 filings
H.R. 5340, 118th Providing Complete Information to Retirement Investors Act2 filings
H.R. 7362 Form 5500 Filing Simplification Act2 filings
H.R. 8314 OPTIONS Act2 filings
H.R. 9462, 117th On congress.gov2 filings
S. 1481, 118th Financial Exploitation Prevention Act of 20232 filings
S. 2517 / H.R. 4924, 118th Auto Reenroll Act of 20232 filings
S. 2727, 118th Advice and Consent Act2 filings
S. 3305 / H.R. 9281, 118th Helping Young Americans Save for Retirement Act2 filings
S. 4291 / H.R. 8273 Catching Up Family Caregivers Act of 20262 filings
S. 4292 / H.R. 8274 Improving Retirement Security for Family Caregivers Act of 20262 filings
S. 4360 INSIGHT Act2 filings
S. 4498 ABLE Tomorrow Act2 filings
S. 5271, 117th On congress.gov2 filings
H.R. 2882, 118th Further Consolidated Appropriations Act, 2024 Broad bill2 filings
S. 2309, 118th Financial Services and General Government Appropriations Act, 2024 Broad bill2 filings
H.J.Res. 140, 118th Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Department of Labor relating to "Amendment to Prohibited Transaction Exemption 2020-02".1 filing
H.J.Res. 141, 118th Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Department of Labor relating to "Amendment to Prohibited Transaction Exemption 84-24".1 filing
H.J.Res. 142, 118th Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Department of Labor relating to "Retirement Security Rule: Definition of an Investment Advice Fiduciary".1 filing
H.J.Res. 143, 118th Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Department of Labor relating to "Amendment to Prohibited Transaction Exemptions 75-1, 77-4, 80-83, 83-1, and 86-128".1 filing
H.R. 10184 Consumer Financial Protection Accountability and Reform Act of 20261 filing
H.R. 10234 CLEAR Forms Act1 filing
H.R. 1807, 118th Improving Disclosure for Investors Act of 20231 filing
H.R. 2593, 118th National Senior Investor Initiative Act of 20231 filing
H.R. 3063 Rural Hospital Stabilization Act of 20251 filing
H.R. 9813 To amend the Internal Revenue Code of 1986 to impose limitations on high-income taxpayers with large retirement account balances.1 filing
S. 1481 LOCAL Infrastructure Act1 filing
S. 4917, 118th Retirement Fairness for Charities and Educational Institutions Act of 20241 filing
S. 5040 A bill to amend the Internal Revenue Code of 1986 to impose limitations on high-income taxpayers with large retirement account balances.1 filing
S. 5204 / H.R. 10039 SMART Savings Act of 20261 filing
S. 5507 Saver's Match Enhancement Act of 20261 filing

From the filings

“Issues related to retirement savings; Issues related to H.R. 1013/S. 424 - The Retirement Fairness for Charities and Educational Institutions Act of 2025; Issues related to DOL Fiduciary rule; Issues related to the SECURE 2.0 Act (P.L. 117-328).”

Q3 2026 filing · Retirement

“Issues related to retirement savings; Issues related to H.R. 1013/S. 424 - The Retirement Fairness for Charities and Educational Institutions Act of 2025; Issues related to DOL Fiduciary rule.”

Q2 2026 filing · Retirement

Contacted as listed on the filings

U.S. House
U.S. Senate
Internal Revenue ServiceIRS
LaborDOL
Securities & Exchange CommissionSEC
Treasury

The House and Senate appear in every quarter; agencies in all 8 quarters.

Every filing since 2015, with the lobbyists named and the quarters each bill appearsEvery filing since 2015 Pro

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Source: Lobbying Disclosure Act filings (LD-2) by Insured Retirement Institute, Senate Office of Public Records. Filings are due 20 days after each quarter ends.

From FEC filings: direct gifts this PAC reported, net of refunds · How we count

Gave directly to 78 sitting members of Congress and 1 other candidate in 2025–26.

Everyone this PAC fundsPro

See every candidate and member Insured Retirement Institute gave to directly, how much, and how its money splits between the parties.

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