Retirement Opportunity Expansion Act of 2001

H.R.333 Bankruptcy Reform Act of 2001 H.R.1026 Increased IRAs for All Act of 2001 H.R.1487 AMT Relief for ISOs. H.R.1838 To amend the Tariff Act of 1930 to modify the provisions relating to drawback claims, and for other purposes. H.R.2036 Social Security Number Privacy and Identity Theft Prevention Act of 2001 H.R.2036 Social Security Number Privacy and Identity Theft Prevention Act of 2001 H.R.2269 Retirement Security Advice Act of 2001 H.R.2282 Preservation of Civil Rights Protections Act of 2001 H.R.2558 Teacher Voluntary Early Retirement Act of 2001 H.R.2695 Treatment of ISOs and ESPPs H.R.2794 AMT Relief for ISOs H.R.2884 Victims of Terrorism Tax Relief Act of 2001; Title I H.R.2968 Aviation Employee Assistance Relief Act of 2001 H.R.3090 Economic Security and Recovery Act of 2001; Title III H.R.3463 The Pension Protection Act H.R.3488 Retirement Opportunity Expansion Act of 2001 H.R.3509 Retirement Account Protection Act of 2001 H.R.3622 Emergency Worker and Investor Protection Act of 2002 H.R.3623 Employee Savings Protection Act of 2002 H.R.3640 Pension Protection adn Diversification Act of 2002 H.R.3642 401(k) Right to Know Act of 2002 H.R.3657 Employee Pension Freedom Act of 2002 H.R.3669 Employee Retirement Savings Bill of Rights H.R.3677 Safeguarding America's Retirement Act of 2002 H.R.3762 Pension Security Act of 2002 H.R.3763 Corporate and Auditing Accountability, Responsibility, and Transparency Act of 2002 H.R.3763 Sarbanes0Oxley Act of 2002 H.R.4931 Retirement Savings Security Act of 2002 H.R.4972 To clarify the effective date of the modification of treatment for retirement annuity purposes of part-time service before April 7, 1986, of certain Department of Veterans Affairs health-care professionals. H.R.5095 American Competitiveness and Corporate Accountability Act of 2002 H.R.5120 Treasury and General Government Appropriations Act, 2003 H.R.5166 To simplify the Internal Revenue Code of 1986. H.R.5242 Workplace Employee Stock Option Act of 2002 H.R.5553 Protecting America's Savings Act of 2002 H.R.5558 Retirement Savings and Security Act of 2002 S.220 Bankruptcy Reform Act of 2001; §224 S.848 Social Security Number Misuse Prevention Act of 2002 S.1055 The Privacy Act of 2001; Titles II S.1142 AMT Relief for ISOs S.1383 A bill to amend the Internal Revenue Code of 1986 to clarify the treatment of incentive stock options and employee stock purchases. S.1677 Independent Investment Advice Act of 2001 S.1838 Pension Protection and Diversification Act of 2001 S.1921 Pension Plan Protection Act S.1969 Pension Security Act of 2002 S.1971 National Employee Savings and Trust Equity Guarentee Act S.1992 Protecting America's Pension Act of 2002 S.2190 Worker Investment and Retirement Education Act of 2002 S.2460 Shareholder Bill of Rights S.2673 Public Company Accounting Reform and Investor Protection Act of 2002 S.2707 The Women's Pension Protection Act of 2002 S.2740 FY03 Treasury-General Government Appropriations Bill S.2760 Stock Option Fairness and Accountability Act S.2766 FY03 Labor-HHS-Education Appropriations Bill S.2822 Prevention of Stock Option Abuse Act S.2877 Rank and File Stock Option Act of 2002 S.3010 A bill to provide information and advice to pension plan participants to assist them in making decisions regarding the investment of their pension plan assets, and for other purposes.

Client expense: $160,000 · Firm income: Not reported

Government targets: Centers For Medicare and Medicaid Services (CMS), Council of Economic Advisers (CEA), Equal Employment Opportunity Commission (EEOC), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension & Welfare Benefits Administration, Pension Benefit Guaranty Corporation (PBGC), SENATE, Treasury, Dept of

H.R. 333 Bankruptcy Reform Act of 2001; §224. H.R.1026 Increased IRAs for All Act of 2001 H.R.1487 AMT Relief for ISOs; entire bill. H.R.2036 Social Security Number Privacy and Identity Theft Prevention Act of 2001 H.R.2269 Retirement Security Advice Act of 2001; entire bill. H.R.2282 Preservation of Civil Rights Protections Act of 2001; entire bill. H.R.2558 Teacher Voluntary Early Retirement Act of 2001; entire bill. H.R.2695 Treatment of ISOs and ESPPs; entire bill. H.R.2794 AMT Relief for ISOs, entire bill. H.R.2884 Victims of Terrorism Tax Relief Act of 2001; Title I. H.R.2968 Aviation Employee Assistance Relief Act of 2001; entire bill. H.R.3090 Economic Security and Recovery Act of 2001; Title III. H.R.3463 The Pension Protection Act; entire bill. H.R.3488 Retirement Opportunity Expansion Act of 2001; entire bill. H.R.3509 Retirement Account Protection Act of 2001; entire bill. H.R.3622 Emergency Worker and Investor Protection Act of 2002 all H.R.3623 Employee Savings Protection Act of 2002; all H.R.3640 Pension Protection adn Diversification Act of 2002; all H.R.3642 401(k) Right to Know Act of 2002, all H.R.3677 Safeguarding America's Retirement Act of 2002; all H.R.3669 Employee Retirement Savings Bill of Rights; all H.R.3762 Pension Security Act of 2002; all H.R.3657 Employee Pension Freedom Act of 2002; all H.R.3763 Sarbanes0Oxley Act of 2002; all H.R.5242 Workplace Stock Options Act of 2002; all H.R.4931 Retirement Savings Security Act of 2002; all S. 220 Bankruptcy Reform Act of 2001; §224. S. 848 The Social Security Misuse Prevention Act of 2001; entire bill. S.1055 The Privacy Act of 2001; Titles II, IV. S.1142 AMT Relief for ISOs; entire bill. S.1383 Treatment of ISOs and ESPPs; entire bill. S.1677 Independent Investment Advice Act of 2001; entire bill. S.1838 Pension Protection and Diversification Act of 2001; entire bill. S.1971 National Employee Savings and Trust Equity Guarantee Act; all S.1992 Protecting America's Pensions Act of 2002; all S.2190 Worker Investment and Retirement Education Act of 2002; all S.1969 Pension Security Act of 2002; all S.1921 Pension Plan Protection Act; all S.2740 FY03 Treasury-General Government Appropriations Bill; all S.2766 FY03 Labor-HHS-Education Appropriations Bill; all S.2707 The Women's Pension Protection Act of 2002, all S.2460 Shareholder Bill of Rights; all

Client expense: $360,000 · Firm income: Not reported

Government targets: Centers For Medicare and Medicaid Services (CMS), Council of Economic Advisers (CEA), Equal Employment Opportunity Commission (EEOC), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension & Welfare Benefits Administration, Pension Benefit Guaranty Corporation (PBGC), SENATE, Treasury, Dept of