Social Security Guarantee Plus Act of 2007

H.R. 219 Social Security Preservation Act. Legislation to amend Title II of the Social Security Act to ensure the integrity of the Social Security Trust fund by requiring investments of the annual surplus of the fund and protect the fund from th epublic debt limit. The issue of ivesting the surplus rather than borrowing from it. H.R. 192 Social Security Beneficiary Tax Reduction Act. Legislation to amend the Internal Revenue Code of 1986 to repeal the 1993 increase in taxes on Social Security benefits. The issue of reducting taxes on Social Security benefits. H.R.1090 Social Security Guarantee Plus Act. Legilsation to amend the Social Security Act and the Internal Revenue Code of 1986 to preserve and strengthen the Social Security Program by creating personal Social Security guarantee accounts which would ensure full benefits for all workers and their families while restoring long-term Social Security solvency. The issue of personal Social Security guarantee accounts. S. 302 Social Security Lock Box. Legislation to establish the safeguarding of the Social Security Trust Fund. The issue of requiring Congress to establish a detailed proposal for Social Security reform before any monies for the Social Security Trust fund could be used by Congress for budget items.

Client expense: Not reported · Firm income: $20,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE, White House Office

H.R.69: To amend title II of the Social Security Act to eliminate the 5-month waiting period for entitlement to disability benefits and to eliminate reconsideration as an intervening step between initial benefit entitlement decisions and subsequent hearings on the record on such decisions. H.R.82: To amend title II of the Social Security Act to repeal the Government pension offset and windfall elimination provisions. H.R.93: To amend the Congressional Budget Act of 1974 to protect Social Security beneficiaries against any reduction in benefits. H.R.149: To amend title II of the Social Security Act to remove the limitation upon the amount of outside income which an individual may earn while receiving benefits under such title, and for other purposes. H.R.191: To amend the Internal Revenue Code of 1986 to repeal the inclusion in gross income of Social Security benefits. H.R.192: To amend the Internal Revenue Code of 1986 to repeal the 1993 increase in taxes on Social Security benefits. H.R.279: To amend title II of the Social Security Act to provide for Congressional oversight and approval of totalization agreements. H.R.288: To amend title II of the Social Security Act to provide for an improved benefit computation formula for workers affected by the changes in benefit computation rules enacted in the Social Security Amendments of 1977 who attain age 65 during the 10-year period after 1981 and before 1992 (and related beneficiaries) and to provide prospectively for increases in their benefits accordingly. H.R.340: To amend title II of the Social Security Act to allow remarried widows, widowers, and surviving divorced spouses to become or remain entitled to widow's or widower's insurance benefits if the prior marriage was for at least 10 years. H.R.341: To amend title II of the Social Security Act to provide for payment of lump-sum death payments upon the death of a spouse. H.R.368: To amend title II of the Social Security Act to allow workers who attain age 65 after 1981 and before 1992 to choose either lump sum payments over four years totalling $5,000 or an improved benefit computation formula under a new 10-year rule governing the transition to the changes in benefit computation rules enacted in the Social Security Amendments of 1977, and for other purposes. H.R.581: To amend title II of the Social Security Act to establish a Social Security Surplus Protection Account in the Federal Old-Age and Survivors Insurance Trust Fund to hold the Social Security surplus, to provide for suspension of investment of amounts held in the Account until enactment of legislation providing for investment of the Trust Fund in investment vehicles other than obligations of the United States, and to establish a Social Security Investment Commission to make recommendations for alternative forms of investment of the Social Security surplus in the Trust Fund. H.R.709: To amend title II of the Social Security Act to restrict totalization agreements between the United States and other countries to providing for appropriate exchange of Social Security taxes or contributions between the parties to such agreements, and to prohibit crediting of individuals under such title with earnings from employment or self-employment in the United States performed while such individuals are not citizens, nationals, or lawful permanent residents of the United States and are not authorized by law to be employed in the United States. H.R.726: To amend title II of the Social Security Act to restrict the application of the windfall elimination provision to individuals whose combined monthly income from benefits under such title and other monthly periodic payments exceeds a minimum COLA-adjusted amount of $2,500 and to provide for a graduated implementation of such provision on amounts above such minimum amount. H.R.732: To amend title II of the Social Security Act to reduce from 10 to 5 the number of years of marriage prior to divorce required for a divorced spouse to be eligible for benefits under such title. H.R.1090: To amend the Social Security Act and the Internal Revenue Code of 1986 to preserve and strengthen the Social Security Program through the creation of personal Social Security guarantee accounts ensuring full benefits for all workers and their families, restoring long-term Social Security solvency, to make certain benefit improvements, and for other purposes. H.R.1158: To amend title II of the Social Security Act to eliminate the two-year waiting period for divorced spouse's benefits following the divorce. H.R.1160: To amend title II of the Social Security Act to provide for increases in widow's and widower's insurance benefits by reason of delayed retirement. H.R.1161: To amend title II of the Social Security Act to credit prospectively individuals serving as caregivers of dependent relatives with deemed wages for up to five years of such service. H.R.1322: To amend title I of the Employee Retirement Income Security Act of 1974 to provide emergency protection for retiree health benefits. H.R.1349: To amend the Internal Revenue Code of 1986 to repeal the 1993 increase in income taxes on Social Security benefits. H.R.1380: To amend title II of the Social Security Act to provide that a monthly insurance benefit thereunder shall be paid for the month in which the recipient dies, subject to a reduction of 50 percent if the recipient dies during the first 15 days of such month, and for other purposes. H.R.2032: To require the establishment of a Consumer Price Index for Elderly Consumers to compute cost-of-living increases for Social Security and Medicare benefits under titles II and XVIII of the Social Security Act. H.R.2103: To amend title IV of the Employee Retirement Income Security Act of 1974 to require the Pension Benefit Guaranty Corporation, in the case of airline pilots who are required by regulation to retire at age 60, to compute the actuarial value of monthly benefits in the form of a life annuity commencing at age 60. H.R.2167: To amend the Internal Revenue Code of 1986 to allow employees not covered by qualified retirement plans to save for retirement through automatic payroll deposit IRAs, to facilitate similar saving by the self-employed, and for other purposes. H.R.2355: To amend the Internal Revenue Code of 1986 to extend the authority for penalty-free withdrawals from retirement plans by military reservists or national guardsmen called to active duty for extended periods. H.R. 2461: to amend the Internal Revenue Code of 1986 to permit distributions from individual retirement plans to be contributed to 529 plans without including the distribution in gross income. H.R.2591:To amend part B of title XVIII of the Social Security Act to limit the penalty for late enrollment under part B of the Medicare Program to 10 percent and twice the period of no enrollment, and to exclude periods of COBRA and retiree coverage from such late enrollment penalty. H.R. 2657: To amend the Employee Retirement Income Security Act of 1974 to ensure that employees are not improperly disqualified from benefits under pension plans and welfare plans based on the misclassification or reclassification of their status. H.R.2683: To amend title I of the Employee Retirement Income Security Act of 1974 to require in the annual report of each defined benefit pension plan disclosure of plan investments in hedge funds. H.R.2831: To amend title VII of the Civil Rights Act of 1964, the Age Discrimination in Employment Act of 1967, the Americans With Disabilities Act of 1990, and the Rehabilitation Act of 1973 to clarify that a discriminatory compensation decision or other practice that is unlawful under such Acts occurs each time compensation is paid pursuant to the discriminatory compensation decision or other practice, and for other purposes. H.R. 3088: to amend the Internal Revenue Code of 1986 to provide that distributions from an individual retirement plan, a section 401(k) plan, a section 403(b) contract, or a section 457 plan shall not be includible in gross income to the extent used to pay long-term care insurance premiums. HR. 3185: To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to establish in the Department of Labor an Advisory Council on Improving Employer-Employee Retirement Practices. H.R. 3361: A bill to make technical corrections related to the Pension Protection Act of 2006. H.R. 3765: To amend the Internal Revenue Code of 1986 to provide transparency with respect to fees and expenses charged to participant-directed defined contribution plans. H.R. 3868: to provide an orderly transition to new requirements, and for other purposes. H.R. 4061: To allow employees of a commercial passenger airline carrier who receive payments in a bankruptcy proceeding to roll over such payments into an individual retirement plan, and for other purposes. H.R. 4150: To amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments by excluding from income a portion of such payments. H.R. 4807: To amend the Social Security Act to protect Social Security cost-of-living adjustments (COLA) H.R.5160: To amend the Internal Revenue Code of 1986 to encourage retirement savings by modifying requirements with respect to employer-established IRAs, and for other purposes. H.R.6382 To make technical corrections related to the Pension Protection Act of 2006, and for other purposes. HR 6708: To amend the Internal Revenue Code of 1986 to provide that no loan may be made from a qualified employer plan using revolving credit arrangements and to limit the number of loans that may be made from a qualified employer plan to a participant or beneficiary. H.R. 7327, the Pension Relief and Pension Technicals Act S.43: A bill to amend title II of the Social Security Act to preserve and protect Social Security benefits of American workers and to help ensure greater congressional oversight of the Social Security system by requiring that both Houses of Congress approve a totalization agreement before the agreement, giving foreign workers Social Security benefits, can go into effect. S.137: A bill to amend title XVIII of the Social Security Act to provide additional beneficiary protections. S.190: A bill to provide a technical correction to the Pension Protection Act of 2006. S.191: A bill to provide relief for all air carriers with pension plans that are not frozen pension plans. S.355: A bill to establish a National Commission on Entitlement Solvency. S.1010: A bill to amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments from annuities and similar payments of life insurance proceeds at dates later than death by excluding from income a portion of such payments. S.1141: A bill to amend the Internal Revenue Code of 1986 to allow employees not covered by qualified retirement plans to save for retirement through automatic payroll deposit IRAs, to facilitate similar saving by the self-employed, and for other purposes. S.1254: A bill to amend title II of the Social Security Act to provide that the reductions in social security benefits which are required in the case of spouses and surviving spouses who are also receiving certain government pensions shall be equal to the amount by which two-thirds of the total amount of the combined monthly benefit (before reduction) and monthly pension exceeds $1,200, adjusted for inflation. S.1270: A bill to amend title IV of the Employee Retirement Income Security Act of 1974 to require the Pension Benefit Guaranty Corporation, in the case of airline pilots who are required by regulation to retire at age 60, to compute the actuarial value of monthly benefits in the form of a life annuity commencing at age 60. S.1288: A bill to amend the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974 to increase the retirement security of women and small business owners, and for other purposes. S.1533: A bill to amend the Internal Revenue Code of 1986 to allow certain coins to be acquired by individual retirement accounts and other individually directed pension plan accounts, and for other purposes. S.1636: A bill to amend the Internal Revenue Code of 1986 to permanently allow penalty-free withdrawals from retirement plans for individuals called to active duty for at least 179 days. S. 1725: to amend the Employee Retirement Income Security Act of 1974, the Internal Revenue Code of 1986, and title 5, U.S. Code, to improve the protection of pension benefits, and for other purposes. S. 1809: to amend the Internal Revenue Code of 1986 to provide that distributions from an individual retirement plan, a section 401(k) plan, a section 403(b) contract, or a section 457 plan shall not be includible in gross income to the extent used to pay long-term care insurance premiums. S.1843: A bill to amend title VII of the Civil Rights Act of 1964 and the Age Discrimination in Employment Act of 1967 to clarify that an unlawful practice occurs each time compensation is paid pursuant to a discriminatory compensation decision or other practice, and for other purposes. S.1947: A bill to amend title XI of the Social Security Act to improve the quality improvement organization (QIO) program. S. 1974: A bill to make technical corrections related to the Pension Protection Act of 2006. S. 2184: To amend the Internal Revenue Code of 1986 to permanently allow penalty-free withdrawals from retirement plans for individuals called to active duty for at least 179 days. S. 2201: to provide for the penalty-free use of retirement funds for mortgage delinquency relief. S. 2473: to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and for other purposes. S.2501: A bill to amend the Social Security Act to protect Social Security cost-of-living adjustments (COLA). S. 2505: to allow employees of a commercial passenger airline carrier who receive payments in a bankruptcy proceeding to roll over such payments into an individual retirement plan, and for other purposes. S.2570: To amend title II of the Social Security Act to authorize waivers by the Commissioner of Social Security of the 5-month waiting period for entitlement to benefits based on disability in cases in which the Commissioner determines that such waiting period would cause undue hardship to terminally ill beneficiaries. S. 2765: To strengthen and permanently preserve Social Security. S.2794: A bill to protect older Americans from misleading and fraudulent marketing practices, with the goal of increasing retirement security. S.3219: A bill to enhance penalties for violations of securities protections that involve targeting seniors. S.3278: A bill 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 that may be made from a qualified employer plan to a participant or beneficiary. S.Res.601: To designate Oct. 19-25, 2008, as ''National Save for Retirement Week.''

Social Security/Private Accounts. H.R. 1090, H.R. 2002, H.R. 4181, H.R. 6110, S. 2765, S.Amdt. 4328: provisions to establish Social Security private accounts. Social Security/Trust Funds. H.R. 4338, S. 302, H.R.219, H.R. 581, H.R. 4664, H.R. 1353: provisions relating to the establishment of a procedure safeguarding the Social Security Trust Funds; the investment of Social Security trust funds; and the budgetary treatment of Social Security trust funds. Social Security Benefits. Proposals relating to Social Security widows and spousal benefits; the minimum benefit; and the Medicare 24-month waiting period for disability benefits. Social Security/Government Pension Offset. H.R. 82, S. 206, H.R. 726, H.R. 2772, H.R. 2988, S. 1254, S. 1647: proposals to modify or repeal the government pension offset and windfall elimination provision.

Client expense: Not reported · Firm income: $30,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Social Security/Government Pension Offset. H.R. 82, S. 206, H.R. 726, H.R. 2772, H.R. 2988, S. 1254, S. 1647: proposals to modify or repeal the government pension offset and windfall elimination provisions. Social Security/Trust Funds. H.R. 4338, S. 302, H.R.219, H.R. 581, H.R. 4664, H.R. 1353: provisions relating to the establishment of a procedure safeguarding the Social Security Trust Funds; the investment of Social Security trust funds; and the budgetary treatment of Social Security trust funds. Social Security/Cost-of-Living-Adjustments. H.R. 1953, H.R. 2032, H.R. 4807, S. 2501, H.R. 5317: provisions pertaining to the development of a Consumer Price Index to reflect senior spending; the impact of Medicare premiums on Social Security cost-of-living adjustments and Social Security recipient benefit levels; and amending the Congressional Budget Act of 1974 making it out of order for Congress to reduce Social Security benefits or cost-of-living increases. Social Security/Private Accounts. H.R. 1090, H.R. 2002, H.R. 4181, S. 2765, S.Amdt. 4328: provisions to establish Social Security private accounts. Pension Security/Women and Small Businesses. H.R. 5543, S. 1288, S. 1725: provisions affecting the protection of pension benefits and the retirement security of women and small business owners. Pension Security/National Economic Downturn. H.R. 3361, S. 1974, H.R. 7327: provisions easing pension funding requirements for companies, granting seniors a temporary reprieve from required withdrawals from their tax-advantaged investment accounts, and improving spousal pension protections (extending tier two railroad retirement benefits to surviving former spouses). National Senior Volunteer Corps. H.R. 2857, H.R. 5563: provisions pertaining to reauthorizing national and community service programs benefiting older Americans.

H.R. 219 Social Security Preservation Act. Legislation to amend Title II of the Social Security Act to ensure the integrity of the Social Secuirty Trust Fund by requiring investments of the annual surplus of the fund and protect the fund from the public debt limit. The issue of investing the surplus rather than borrowing from it. H.R. 192 Social Security Beneficiary Tax Reduction Act. Legislation to amend the Internal Revenue Code of 1986 to repeal the 1993 increase in taxes on Social Security benefits. The issue of reducing taxes on Social Security benefits. H.R. 1090 Social Security Guarantee Plus Act. Legislation to amend the Social Security Act and the Internal Revenue Code of 1986 to preserve and strengthen the Social Security Program by creating personal Social Security guarantee accounts which would ensure full benefits for all workers and their familites while restoring long-term Social Security solvency,. The issue of personal Social Secuirty guarantee accounts. S. 302 Social Security Lock Box. Legislation to establish the safeguarding of the Social Security Trust Fund. The issue of requiring Congress to establish a detailed proposal for Social Secuirty reform before any monies for the Social Security Trust Fund culd be used by Congress for budget items.

Client expense: Not reported · Firm income: $20,000

H.R.82, Repeal of Government Pension Offset & Windfall Elimination Provision S.206, Repeal of Government Pension Offset & Windfall Elimination Provision S.1254, Government Pension Offset Reform H.R.2988, Government Pension Offset Reform H.R.2780, Annuitant Part-Time Service Credit S. 1045, Performance Management in Government H.R. 3056, Tax Collection Responsibility Act of 2007 H.R. 695, Taxpayer Abuse and Harassment Prevention Act of 2007 S. 335, IRS Private Tax Collection Prohibition H.R. 1, 9/11 Commission Initiatives S. 4, 9/11 Commission Initiatives H.R. 1684, DHS Authorization, FY 2008 H.R. 1073, Law Enforcement Officers Equity Act S. 1354, Law Enforcement Officers Equity Act H.R. 985, Whistleblowers Protection Enhancement Act S. 274, Federal Employee Protection of Disclosures (Whistleblower Protection Act) S. 9, Immigration Policy Reform S. 1348, Immigration Policy Reform S. 1639, Immigration Policy Reform H.R. 1369, Family and Medical Leave H.R. 2392, Family and Medical Leave S. 80, Family and Medical Leave S. 680, Competitive Sourcing H.R. 2533, Recapture of Retirement Credit H.R. 3996, Temporary Tax Relief Act of 2007 S. 2003, Federal Annuitant Reemployment H.R. 3579, Federal Annuitant Reemployment S. 1647, Windfall Elimination Provision Offset H.R. 726, Windfall Elimination Provision Offset H.R. 5719, Taxpayer Assistance and Simplification Act of 2008 H.R. 5140, Economic Stimulus Act of 2008 H.R. 3799, Paid Parental Leave H.R. 3158, Paid Parental Leave H.R. 5718, Paid Parental Leave H.R. 5781, Paid Parental Leave S. 3140, Paid Parental Leave H.R. 3212, Transportation Security Personnel Management H.R. 1090, Social Security Guarantee Plus Act H.R. 2772, Windfall Elimination Provision S. 3013, Non-Foreign COLA Act H.R. 4106, Telework Improvement Act S. 1000, Telework Act S. 3623, DHS Authorization, FY 2009 S. 547, Effective Homeland Security Management Act S. 2816, Provide for Appointment of DHS Chief Human Capital Officer H.R. 1424, Emergency Economic Stabilization Act H.R. 404, Federal Customer Service Enhancement Act H.R. 5573, FERS Retirees Unused Sick Leave H.R. 5922, Sick Leave for Community Service H.R. 1108, FDA Tobacco Regulation

H.R.69: To amend title II of the Social Security Act to eliminate the 5-month waiting period for entitlement to disability benefits and to eliminate reconsideration as an intervening step between initial benefit entitlement decisions and subsequent hearings on the record on such decisions. H.R.82: To amend title II of the Social Security Act to repeal the Government pension offset and windfall elimination provisions. H.R.93: To amend the Congressional Budget Act of 1974 to protect Social Security beneficiaries against any reduction in benefits. H.R.149: To amend title II of the Social Security Act to remove the limitation upon the amount of outside income which an individual may earn while receiving benefits under such title, and for other purposes. H.R.191: To amend the Internal Revenue Code of 1986 to repeal the inclusion in gross income of Social Security benefits. H.R.192: To amend the Internal Revenue Code of 1986 to repeal the 1993 increase in taxes on Social Security benefits. H.R.279: To amend title II of the Social Security Act to provide for Congressional oversight and approval of totalization agreements. H.R.288: To amend title II of the Social Security Act to provide for an improved benefit computation formula for workers affected by the changes in benefit computation rules enacted in the Social Security Amendments of 1977 who attain age 65 during the 10-year period after 1981 and before 1992 (and related beneficiaries) and to provide prospectively for increases in their benefits accordingly. H.R.340: To amend title II of the Social Security Act to allow remarried widows, widowers, and surviving divorced spouses to become or remain entitled to widow's or widower's insurance benefits if the prior marriage was for at least 10 years. H.R.341: To amend title II of the Social Security Act to provide for payment of lump-sum death payments upon the death of a spouse. H.R.368: To amend title II of the Social Security Act to allow workers who attain age 65 after 1981 and before 1992 to choose either lump sum payments over four years totalling $5,000 or an improved benefit computation formula under a new 10-year rule governing the transition to the changes in benefit computation rules enacted in the Social Security Amendments of 1977, and for other purposes. H.R.581: To amend title II of the Social Security Act to establish a Social Security Surplus Protection Account in the Federal Old-Age and Survivors Insurance Trust Fund to hold the Social Security surplus, to provide for suspension of investment of amounts held in the Account until enactment of legislation providing for investment of the Trust Fund in investment vehicles other than obligations of the United States, and to establish a Social Security Investment Commission to make recommendations for alternative forms of investment of the Social Security surplus in the Trust Fund. H.R.709: To amend title II of the Social Security Act to restrict totalization agreements between the United States and other countries to providing for appropriate exchange of Social Security taxes or contributions between the parties to such agreements, and to prohibit crediting of individuals under such title with earnings from employment or self-employment in the United States performed while such individuals are not citizens, nationals, or lawful permanent residents of the United States and are not authorized by law to be employed in the United States. H.R.726: To amend title II of the Social Security Act to restrict the application of the windfall elimination provision to individuals whose combined monthly income from benefits under such title and other monthly periodic payments exceeds a minimum COLA-adjusted amount of $2,500 and to provide for a graduated implementation of such provision on amounts above such minimum amount. H.R.732: To amend title II of the Social Security Act to reduce from 10 to 5 the number of years of marriage prior to divorce required for a divorced spouse to be eligible for benefits under such title. H.R.1090: To amend the Social Security Act and the Internal Revenue Code of 1986 to preserve and strengthen the Social Security Program through the creation of personal Social Security guarantee accounts ensuring full benefits for all workers and their families, restoring long-term Social Security solvency, to make certain benefit improvements, and for other purposes. H.R.1158: To amend title II of the Social Security Act to eliminate the two-year waiting period for divorced spouse's benefits following the divorce. H.R.1160: To amend title II of the Social Security Act to provide for increases in widow's and widower's insurance benefits by reason of delayed retirement. H.R.1161: To amend title II of the Social Security Act to credit prospectively individuals serving as caregivers of dependent relatives with deemed wages for up to five years of such service. H.R.1322: To amend title I of the Employee Retirement Income Security Act of 1974 to provide emergency protection for retiree health benefits. H.R.1349: To amend the Internal Revenue Code of 1986 to repeal the 1993 increase in income taxes on Social Security benefits. H.R.1380: To amend title II of the Social Security Act to provide that a monthly insurance benefit thereunder shall be paid for the month in which the recipient dies, subject to a reduction of 50 percent if the recipient dies during the first 15 days of such month, and for other purposes. H.R.2032: To require the establishment of a Consumer Price Index for Elderly Consumers to compute cost-of-living increases for Social Security and Medicare benefits under titles II and XVIII of the Social Security Act. H.R.2103: To amend title IV of the Employee Retirement Income Security Act of 1974 to require the Pension Benefit Guaranty Corporation, in the case of airline pilots who are required by regulation to retire at age 60, to compute the actuarial value of monthly benefits in the form of a life annuity commencing at age 60. H.R.2167: To amend the Internal Revenue Code of 1986 to allow employees not covered by qualified retirement plans to save for retirement through automatic payroll deposit IRAs, to facilitate similar saving by the self-employed, and for other purposes. H.R.2355: To amend the Internal Revenue Code of 1986 to extend the authority for penalty-free withdrawals from retirement plans by military reservists or national guardsmen called to active duty for extended periods. H.R. 2461: to amend the Internal Revenue Code of 1986 to permit distributions from individual retirement plans to be contributed to 529 plans without including the distribution in gross income. H.R.2591:To amend part B of title XVIII of the Social Security Act to limit the penalty for late enrollment under part B of the Medicare Program to 10 percent and twice the period of no enrollment, and to exclude periods of COBRA and retiree coverage from such late enrollment penalty. H.R. 2657: To amend the Employee Retirement Income Security Act of 1974 to ensure that employees are not improperly disqualified from benefits under pension plans and welfare plans based on the misclassification or reclassification of their status. H.R.2683: To amend title I of the Employee Retirement Income Security Act of 1974 to require in the annual report of each defined benefit pension plan disclosure of plan investments in hedge funds. H.R.2831: To amend title VII of the Civil Rights Act of 1964, the Age Discrimination in Employment Act of 1967, the Americans With Disabilities Act of 1990, and the Rehabilitation Act of 1973 to clarify that a discriminatory compensation decision or other practice that is unlawful under such Acts occurs each time compensation is paid pursuant to the discriminatory compensation decision or other practice, and for other purposes. H.R. 3088: to amend the Internal Revenue Code of 1986 to provide that distributions from an individual retirement plan, a section 401(k) plan, a section 403(b) contract, or a section 457 plan shall not be includible in gross income to the extent used to pay long-term care insurance premiums. HR. 3185: To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to establish in the Department of Labor an Advisory Council on Improving Employer-Employee Retirement Practices. H.R. 3361: A bill to make technical corrections related to the Pension Protection Act of 2006. H.R. 3765: To amend the Internal Revenue Code of 1986 to provide transparency with respect to fees and expenses charged to participant-directed defined contribution plans. H.R. 3868: to provide an orderly transition to new requirements, and for other purposes. H.R. 4061: To allow employees of a commercial passenger airline carrier who receive payments in a bankruptcy proceeding to roll over such payments into an individual retirement plan, and for other purposes. H.R. 4150: To amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments by excluding from income a portion of such payments. H.R. 4807: To amend the Social Security Act to protect Social Security cost-of-living adjustments (COLA) H.R.5160: To amend the Internal Revenue Code of 1986 to encourage retirement savings by modifying requirements with respect to employer-established IRAs, and for other purposes. H.R.6382 To make technical corrections related to the Pension Protection Act of 2006, and for other purposes. HR 6708: To amend the Internal Revenue Code of 1986 to provide that no loan may be made from a qualified employer plan using revolving credit arrangements and to limit the number of loans that may be made from a qualified employer plan to a participant or beneficiary. S.43: A bill to amend title II of the Social Security Act to preserve and protect Social Security benefits of American workers and to help ensure greater congressional oversight of the Social Security system by requiring that both Houses of Congress approve a totalization agreement before the agreement, giving foreign workers Social Security benefits, can go into effect. S.137: A bill to amend title XVIII of the Social Security Act to provide additional beneficiary protections. S.190: A bill to provide a technical correction to the Pension Protection Act of 2006. S.191: A bill to provide relief for all air carriers with pension plans that are not frozen pension plans. S.355: A bill to establish a National Commission on Entitlement Solvency. S.1010: A bill to amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments from annuities and similar payments of life insurance proceeds at dates later than death by excluding from income a portion of such payments. S.1141: A bill to amend the Internal Revenue Code of 1986 to allow employees not covered by qualified retirement plans to save for retirement through automatic payroll deposit IRAs, to facilitate similar saving by the self-employed, and for other purposes. S.1254: A bill to amend title II of the Social Security Act to provide that the reductions in social security benefits which are required in the case of spouses and surviving spouses who are also receiving certain government pensions shall be equal to the amount by which two-thirds of the total amount of the combined monthly benefit (before reduction) and monthly pension exceeds $1,200, adjusted for inflation. S.1270: A bill to amend title IV of the Employee Retirement Income Security Act of 1974 to require the Pension Benefit Guaranty Corporation, in the case of airline pilots who are required by regulation to retire at age 60, to compute the actuarial value of monthly benefits in the form of a life annuity commencing at age 60. S.1288: A bill to amend the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974 to increase the retirement security of women and small business owners, and for other purposes. S.1533: A bill to amend the Internal Revenue Code of 1986 to allow certain coins to be acquired by individual retirement accounts and other individually directed pension plan accounts, and for other purposes. S.1636: A bill to amend the Internal Revenue Code of 1986 to permanently allow penalty-free withdrawals from retirement plans for individuals called to active duty for at least 179 days. S. 1725: to amend the Employee Retirement Income Security Act of 1974, the Internal Revenue Code of 1986, and title 5, U.S. Code, to improve the protection of pension benefits, and for other purposes. S. 1809: to amend the Internal Revenue Code of 1986 to provide that distributions from an individual retirement plan, a section 401(k) plan, a section 403(b) contract, or a section 457 plan shall not be includible in gross income to the extent used to pay long-term care insurance premiums. S.1843: A bill to amend title VII of the Civil Rights Act of 1964 and the Age Discrimination in Employment Act of 1967 to clarify that an unlawful practice occurs each time compensation is paid pursuant to a discriminatory compensation decision or other practice, and for other purposes. S.1947: A bill to amend title XI of the Social Security Act to improve the quality improvement organization (QIO) program. S. 1974: A bill to make technical corrections related to the Pension Protection Act of 2006. S. 2184: To amend the Internal Revenue Code of 1986 to permanently allow penalty-free withdrawals from retirement plans for individuals called to active duty for at least 179 days. S. 2201: to provide for the penalty-free use of retirement funds for mortgage delinquency relief. S. 2473: to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and for other purposes. S.2501: A bill to amend the Social Security Act to protect Social Security cost-of-living adjustments (COLA). S. 2505: to allow employees of a commercial passenger airline carrier who receive payments in a bankruptcy proceeding to roll over such payments into an individual retirement plan, and for other purposes. S.2570: To amend title II of the Social Security Act to authorize waivers by the Commissioner of Social Security of the 5-month waiting period for entitlement to benefits based on disability in cases in which the Commissioner determines that such waiting period would cause undue hardship to terminally ill beneficiaries. S. 2765: To strengthen and permanently preserve Social Security. S.2794: A bill to protect older Americans from misleading and fraudulent marketing practices, with the goal of increasing retirement security. S.3219: A bill to enhance penalties for violations of securities protections that involve targeting seniors. S.3278: A bill 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 that may be made from a qualified employer plan to a participant or beneficiary. S.Res.601: To designate Oct. 19-25, 2008, as ''National Save for Retirement Week.''

Social Security/Private Accounts. H.R. 1090, H.R. 2002, H.R. 4181, H.R. 6110, S. 2765, S.Amdt. 4328: provisions to establish Social Security private accounts. Social Security/Trust Funds. H.R. 4338, S. 302, H.R.219, H.R. 581, H.R. 4664, H.R. 1353: provisions relating to the establishment of a procedure safeguarding the Social Security Trust Funds; the investment of Social Security trust funds; and the budgetary treatment of Social Security trust funds. Social Security Benefits: proposals relating to Social Security widows and spousal benefits; the minimum benefit; and the Medicare 24-month waiting period for disability benefits. Social Security/Government Pension Offset. H.R. 82, S. 206, H.R. 726, H.R. 2772, H.R. 2988, S. 1254, S. 1647: proposals to modify or repeal the government pension offset and windfall elimination provision.

Client expense: Not reported · Firm income: $30,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Social Security/Government Pension Offset. H.R. 82, S. 206, H.R. 726, H.R. 2772, H.R. 2988, S. 1254, S. 1647: proposals to modify or repeal the government pension offset and windfall elimination provisions. Social Security/Trust Funds. H.R. 4338, S. 302, H.R.219, H.R. 581, H.R. 4664, H.R. 1353: provisions relating to the establishment of a procedure safeguarding the Social Security Trust Funds; the investment of Social Security trust funds; and the budgetary treatment of Social Security trust funds. Social Security/Cost-of-Living-Adjustments. H.R. 1953, H.R. 2032, H.R. 4807, S. 2501, H.R. 5317: provisions pertaining to the development of a Consumer Price Index to reflect senior spending; the impact of Medicare premiums on Social Security cost-of-living adjustments and Social Security recipient benefit levels; and amending the Congressional Budget Act of 1974 making it out of order for Congress to reduce Social Security benefits or cost-of-living increases. Social Security/Private Accounts. H.R. 1090, H.R. 2002, H.R. 4181, S. 2765, S.Amdt. 4328: provisions to establish Social Security private accounts. Pension Security. H.R. 5543, S. 1288, S. 1725: provisions affecting the protection of pension benefits and the retirement security of women and small business owners. National Senior Volunteer Corps. H.R. 2857, H.R. 5563: provisions pertaining to reauthorizing national and community service programs benefiting older Americans.

Client expense: $280,000 · Firm income: Not reported

H.R.69: To amend title II of the Social Security Act to eliminate the 5-month waiting period for entitlement to disability benefits and to eliminate reconsideration as an intervening step between initial benefit entitlement decisions and subsequent hearings on the record on such decisions. H.R.82: To amend title II of the Social Security Act to repeal the Government pension offset and windfall elimination provisions. H.R.93: To amend the Congressional Budget Act of 1974 to protect Social Security beneficiaries against any reduction in benefits. H.R.149: To amend title II of the Social Security Act to remove the limitation upon the amount of outside income which an individual may earn while receiving benefits under such title, and for other purposes. H.R.191: To amend the Internal Revenue Code of 1986 to repeal the inclusion in gross income of Social Security benefits. H.R.192: To amend the Internal Revenue Code of 1986 to repeal the 1993 increase in taxes on Social Security benefits. H.R.279: To amend title II of the Social Security Act to provide for Congressional oversight and approval of totalization agreements. H.R.288: To amend title II of the Social Security Act to provide for an improved benefit computation formula for workers affected by the changes in benefit computation rules enacted in the Social Security Amendments of 1977 who attain age 65 during the 10-year period after 1981 and before 1992 (and related beneficiaries) and to provide prospectively for increases in their benefits accordingly. H.R.340: To amend title II of the Social Security Act to allow remarried widows, widowers, and surviving divorced spouses to become or remain entitled to widow's or widower's insurance benefits if the prior marriage was for at least 10 years. H.R.341: To amend title II of the Social Security Act to provide for payment of lump-sum death payments upon the death of a spouse. H.R.368: To amend title II of the Social Security Act to allow workers who attain age 65 after 1981 and before 1992 to choose either lump sum payments over four years totalling $5,000 or an improved benefit computation formula under a new 10-year rule governing the transition to the changes in benefit computation rules enacted in the Social Security Amendments of 1977, and for other purposes. H.R.581: To amend title II of the Social Security Act to establish a Social Security Surplus Protection Account in the Federal Old-Age and Survivors Insurance Trust Fund to hold the Social Security surplus, to provide for suspension of investment of amounts held in the Account until enactment of legislation providing for investment of the Trust Fund in investment vehicles other than obligations of the United States, and to establish a Social Security Investment Commission to make recommendations for alternative forms of investment of the Social Security surplus in the Trust Fund. H.R.709: To amend title II of the Social Security Act to restrict totalization agreements between the United States and other countries to providing for appropriate exchange of Social Security taxes or contributions between the parties to such agreements, and to prohibit crediting of individuals under such title with earnings from employment or self-employment in the United States performed while such individuals are not citizens, nationals, or lawful permanent residents of the United States and are not authorized by law to be employed in the United States. H.R.726: To amend title II of the Social Security Act to restrict the application of the windfall elimination provision to individuals whose combined monthly income from benefits under such title and other monthly periodic payments exceeds a minimum COLA-adjusted amount of $2,500 and to provide for a graduated implementation of such provision on amounts above such minimum amount. H.R.732: To amend title II of the Social Security Act to reduce from 10 to 5 the number of years of marriage prior to divorce required for a divorced spouse to be eligible for benefits under such title. H.R.1090: To amend the Social Security Act and the Internal Revenue Code of 1986 to preserve and strengthen the Social Security Program through the creation of personal Social Security guarantee accounts ensuring full benefits for all workers and their families, restoring long-term Social Security solvency, to make certain benefit improvements, and for other purposes. H.R.1158: To amend title II of the Social Security Act to eliminate the two-year waiting period for divorced spouse's benefits following the divorce. H.R.1160: To amend title II of the Social Security Act to provide for increases in widow's and widower's insurance benefits by reason of delayed retirement. H.R.1161: To amend title II of the Social Security Act to credit prospectively individuals serving as caregivers of dependent relatives with deemed wages for up to five years of such service. H.R.1322: To amend title I of the Employee Retirement Income Security Act of 1974 to provide emergency protection for retiree health benefits. H.R.1349: To amend the Internal Revenue Code of 1986 to repeal the 1993 increase in income taxes on Social Security benefits. H.R.1380: To amend title II of the Social Security Act to provide that a monthly insurance benefit thereunder shall be paid for the month in which the recipient dies, subject to a reduction of 50 percent if the recipient dies during the first 15 days of such month, and for other purposes. H.R.2032: To require the establishment of a Consumer Price Index for Elderly Consumers to compute cost-of-living increases for Social Security and Medicare benefits under titles II and XVIII of the Social Security Act. H.R.2103: To amend title IV of the Employee Retirement Income Security Act of 1974 to require the Pension Benefit Guaranty Corporation, in the case of airline pilots who are required by regulation to retire at age 60, to compute the actuarial value of monthly benefits in the form of a life annuity commencing at age 60. H.R.2167: To amend the Internal Revenue Code of 1986 to allow employees not covered by qualified retirement plans to save for retirement through automatic payroll deposit IRAs, to facilitate similar saving by the self-employed, and for other purposes. H.R.2355: To amend the Internal Revenue Code of 1986 to extend the authority for penalty-free withdrawals from retirement plans by military reservists or national guardsmen called to active duty for extended periods. H.R. 2461: to amend the Internal Revenue Code of 1986 to permit distributions from individual retirement plans to be contributed to 529 plans without including the distribution in gross income. H.R.2591:To amend part B of title XVIII of the Social Security Act to limit the penalty for late enrollment under part B of the Medicare Program to 10 percent and twice the period of no enrollment, and to exclude periods of COBRA and retiree coverage from such late enrollment penalty. H.R. 2657: To amend the Employee Retirement Income Security Act of 1974 to ensure that employees are not improperly disqualified from benefits under pension plans and welfare plans based on the misclassification or reclassification of their status. H.R.2683: To amend title I of the Employee Retirement Income Security Act of 1974 to require in the annual report of each defined benefit pension plan disclosure of plan investments in hedge funds. H.R.2831: To amend title VII of the Civil Rights Act of 1964, the Age Discrimination in Employment Act of 1967, the Americans With Disabilities Act of 1990, and the Rehabilitation Act of 1973 to clarify that a discriminatory compensation decision or other practice that is unlawful under such Acts occurs each time compensation is paid pursuant to the discriminatory compensation decision or other practice, and for other purposes. H.R. 3088: to amend the Internal Revenue Code of 1986 to provide that distributions from an individual retirement plan, a section 401(k) plan, a section 403(b) contract, or a section 457 plan shall not be includible in gross income to the extent used to pay long-term care insurance premiums. HR. 3185: To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to establish in the Department of Labor an Advisory Council on Improving Employer-Employee Retirement Practices. H.R. 3361: A bill to make technical corrections related to the Pension Protection Act of 2006. H.R. 3765: To amend the Internal Revenue Code of 1986 to provide transparency with respect to fees and expenses charged to participant-directed defined contribution plans. H.R. 3868: to provide an orderly transition to new requirements, and for other purposes. H.R. 4061: To allow employees of a commercial passenger airline carrier who receive payments in a bankruptcy proceeding to roll over such payments into an individual retirement plan, and for other purposes. H.R. 4150: To amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments by excluding from income a portion of such payments. H.R. 4807: To amend the Social Security Act to protect Social Security cost-of-living adjustments (COLA) H.R.5160: To amend the Internal Revenue Code of 1986 to encourage retirement savings by modifying requirements with respect to employer-established IRAs, and for other purposes. H.R.6382 To make technical corrections related to the Pension Protection Act of 2006, and for other purposes. S.43: A bill to amend title II of the Social Security Act to preserve and protect Social Security benefits of American workers and to help ensure greater congressional oversight of the Social Security system by requiring that both Houses of Congress approve a totalization agreement before the agreement, giving foreign workers Social Security benefits, can go into effect. S.137: A bill to amend title XVIII of the Social Security Act to provide additional beneficiary protections. S.190: A bill to provide a technical correction to the Pension Protection Act of 2006. S.191: A bill to provide relief for all air carriers with pension plans that are not frozen pension plans. S.355: A bill to establish a National Commission on Entitlement Solvency. S.1010: A bill to amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments from annuities and similar payments of life insurance proceeds at dates later than death by excluding from income a portion of such payments. S.1141: A bill to amend the Internal Revenue Code of 1986 to allow employees not covered by qualified retirement plans to save for retirement through automatic payroll deposit IRAs, to facilitate similar saving by the self-employed, and for other purposes. S.1254: A bill to amend title II of the Social Security Act to provide that the reductions in social security benefits which are required in the case of spouses and surviving spouses who are also receiving certain government pensions shall be equal to the amount by which two-thirds of the total amount of the combined monthly benefit (before reduction) and monthly pension exceeds $1,200, adjusted for inflation. S.1270: A bill to amend title IV of the Employee Retirement Income Security Act of 1974 to require the Pension Benefit Guaranty Corporation, in the case of airline pilots who are required by regulation to retire at age 60, to compute the actuarial value of monthly benefits in the form of a life annuity commencing at age 60. S.1288: A bill to amend the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974 to increase the retirement security of women and small business owners, and for other purposes. S.1533: A bill to amend the Internal Revenue Code of 1986 to allow certain coins to be acquired by individual retirement accounts and other individually directed pension plan accounts, and for other purposes. S.1636: A bill to amend the Internal Revenue Code of 1986 to permanently allow penalty-free withdrawals from retirement plans for individuals called to active duty for at least 179 days. S. 1725: to amend the Employee Retirement Income Security Act of 1974, the Internal Revenue Code of 1986, and title 5, U.S. Code, to improve the protection of pension benefits, and for other purposes. S. 1809: to amend the Internal Revenue Code of 1986 to provide that distributions from an individual retirement plan, a section 401(k) plan, a section 403(b) contract, or a section 457 plan shall not be includible in gross income to the extent used to pay long-term care insurance premiums. S.1843: A bill to amend title VII of the Civil Rights Act of 1964 and the Age Discrimination in Employment Act of 1967 to clarify that an unlawful practice occurs each time compensation is paid pursuant to a discriminatory compensation decision or other practice, and for other purposes. S.1947: A bill to amend title XI of the Social Security Act to improve the quality improvement organization (QIO) program. S. 1974: A bill to make technical corrections related to the Pension Protection Act of 2006. S. 2184: To amend the Internal Revenue Code of 1986 to permanently allow penalty-free withdrawals from retirement plans for individuals called to active duty for at least 179 days. S. 2201: to provide for the penalty-free use of retirement funds for mortgage delinquency relief. S. 2473: to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and for other purposes. S.2501: A bill to amend the Social Security Act to protect Social Security cost-of-living adjustments (COLA). S. 2505: to allow employees of a commercial passenger airline carrier who receive payments in a bankruptcy proceeding to roll over such payments into an individual retirement plan, and for other purposes. S.2570: To amend title II of the Social Security Act to authorize waivers by the Commissioner of Social Security of the 5-month waiting period for entitlement to benefits based on disability in cases in which the Commissioner determines that such waiting period would cause undue hardship to terminally ill beneficiaries. S. 2765: To strengthen and permanently preserve Social Security. S.2794: A bill to protect older Americans from misleading and fraudulent marketing practices, with the goal of increasing retirement security. S.3219: A bill to enhance penalties for violations of securities protections that involve targeting seniors. S.Res.601: To designate Oct. 19-25, 2008, as ''National Save for Retirement Week.''

H.R.82, Repeal of Government Pension Offset & Windfall Elimination Provision S.206, Repeal of Government Pension Offset & Windfall Elimination Provision S.1254, Government Pension Offset Reform H.R.2988, Government Pension Offset Reform H.R.2780, Annuitant Part-Time Service Credit S.1045, Performance Management in Government H.R.3056, Tax Collection Responsibility Act of 2007 H.R.695, Taxpayer Abuse and Harassment Prevention Act of 2007 S.335, IRS Private Tax Collection Prohibition H.R.1, 9/11 Commission Initiatives S.4, 9/11 Commission Initiatives H.R.1684, DHS Authorization, FY 2008 H.R.1073, Law Enforcement Officers Equity Act S.1354, Law Enforcement Officers Equity Act H.R.985, Whistleblowers Protection Enhancement Act S.274, Federal Employee Protection of Disclosures (Whistleblower Protection Act) S.9, Immigration Policy Reform S.1348, Immigration Policy Reform S.1639, Immigration Policy Reform H.R.1369, Family and Medical Leave H.R.2392, Family and Medical Leave S.80, Family and Medical Leave S.680, Competitive Sourcing H.R.2533, Recapture of Retirement Credit H.R.3996, Temporary Tax Relief Act of 2007 S.2003, Federal Annuitant Reemployment H.R.3579, Federal Annuitant Reemployment S.1647, Windfall Elimination Provision Offset H.R.726, Windfall Elimination Provision Offset H.R.5719, Taxpayer Assistance and Simplification Act of 2008 H.R.5140, Economic Stimulus Act of 2008 H.R.3799, Paid Parental Leave H.R.3158, Paid Parental Leave H.R.5718, Paid Parental Leave H.R.5781, Paid Parental Leave S.3140, Paid Parental Leave H.R.3212, Transportation Security Personnel Management H.R.1090, Social Security Guarantee Plus Act H.R.2772, Windfall Elimination Provision S.3013, Non-Foreign COLA Act H.R.4106, Telework Improvement Act S.1000, Telework Act

Client expense: $151,710 · Firm income: Not reported

H.R.69: To amend title II of the Social Security Act to eliminate the 5-month waiting period for entitlement to disability benefits and to eliminate reconsideration as an intervening step between initial benefit entitlement decisions and subsequent hearings on the record on such decisions. H.R.82: To amend title II of the Social Security Act to repeal the Government pension offset and windfall elimination provisions. H.R.93: To amend the Congressional Budget Act of 1974 to protect Social Security beneficiaries against any reduction in benefits. H.R.149: To amend title II of the Social Security Act to remove the limitation upon the amount of outside income which an individual may earn while receiving benefits under such title, and for other purposes. H.R.191: To amend the Internal Revenue Code of 1986 to repeal the inclusion in gross income of Social Security benefits. H.R.192: To amend the Internal Revenue Code of 1986 to repeal the 1993 increase in taxes on Social Security benefits. H.R.279: To amend title II of the Social Security Act to provide for Congressional oversight and approval of totalization agreements. H.R.288: To amend title II of the Social Security Act to provide for an improved benefit computation formula for workers affected by the changes in benefit computation rules enacted in the Social Security Amendments of 1977 who attain age 65 during the 10-year period after 1981 and before 1992 (and related beneficiaries) and to provide prospectively for increases in their benefits accordingly. H.R.340: To amend title II of the Social Security Act to allow remarried widows, widowers, and surviving divorced spouses to become or remain entitled to widow's or widower's insurance benefits if the prior marriage was for at least 10 years. H.R.341: To amend title II of the Social Security Act to provide for payment of lump-sum death payments upon the death of a spouse. H.R.368: To amend title II of the Social Security Act to allow workers who attain age 65 after 1981 and before 1992 to choose either lump sum payments over four years totalling $5,000 or an improved benefit computation formula under a new 10-year rule governing the transition to the changes in benefit computation rules enacted in the Social Security Amendments of 1977, and for other purposes. H.R.581: To amend title II of the Social Security Act to establish a Social Security Surplus Protection Account in the Federal Old-Age and Survivors Insurance Trust Fund to hold the Social Security surplus, to provide for suspension of investment of amounts held in the Account until enactment of legislation providing for investment of the Trust Fund in investment vehicles other than obligations of the United States, and to establish a Social Security Investment Commission to make recommendations for alternative forms of investment of the Social Security surplus in the Trust Fund. H.R.709: To amend title II of the Social Security Act to restrict totalization agreements between the United States and other countries to providing for appropriate exchange of Social Security taxes or contributions between the parties to such agreements, and to prohibit crediting of individuals under such title with earnings from employment or self-employment in the United States performed while such individuals are not citizens, nationals, or lawful permanent residents of the United States and are not authorized by law to be employed in the United States. H.R.726: To amend title II of the Social Security Act to restrict the application of the windfall elimination provision to individuals whose combined monthly income from benefits under such title and other monthly periodic payments exceeds a minimum COLA-adjusted amount of $2,500 and to provide for a graduated implementation of such provision on amounts above such minimum amount. H.R.732: To amend title II of the Social Security Act to reduce from 10 to 5 the number of years of marriage prior to divorce required for a divorced spouse to be eligible for benefits under such title. H.R.1090: To amend the Social Security Act and the Internal Revenue Code of 1986 to preserve and strengthen the Social Security Program through the creation of personal Social Security guarantee accounts ensuring full benefits for all workers and their families, restoring long-term Social Security solvency, to make certain benefit improvements, and for other purposes. H.R.1158: To amend title II of the Social Security Act to eliminate the two-year waiting period for divorced spouse's benefits following the divorce. H.R.1160: To amend title II of the Social Security Act to provide for increases in widow's and widower's insurance benefits by reason of delayed retirement. H.R.1161: To amend title II of the Social Security Act to credit prospectively individuals serving as caregivers of dependent relatives with deemed wages for up to five years of such service. H.R.1322: To amend title I of the Employee Retirement Income Security Act of 1974 to provide emergency protection for retiree health benefits. H.R.1349: To amend the Internal Revenue Code of 1986 to repeal the 1993 increase in income taxes on Social Security benefits. H.R.1380: To amend title II of the Social Security Act to provide that a monthly insurance benefit thereunder shall be paid for the month in which the recipient dies, subject to a reduction of 50 percent if the recipient dies during the first 15 days of such month, and for other purposes. H.R.2032: To require the establishment of a Consumer Price Index for Elderly Consumers to compute cost-of-living increases for Social Security and Medicare benefits under titles II and XVIII of the Social Security Act. H.R.2103: To amend title IV of the Employee Retirement Income Security Act of 1974 to require the Pension Benefit Guaranty Corporation, in the case of airline pilots who are required by regulation to retire at age 60, to compute the actuarial value of monthly benefits in the form of a life annuity commencing at age 60. H.R.2167: To amend the Internal Revenue Code of 1986 to allow employees not covered by qualified retirement plans to save for retirement through automatic payroll deposit IRAs, to facilitate similar saving by the self-employed, and for other purposes. H.R.2355: To amend the Internal Revenue Code of 1986 to extend the authority for penalty-free withdrawals from retirement plans by military reservists or national guardsmen called to active duty for extended periods. H.R. 2461: to amend the Internal Revenue Code of 1986 to permit distributions from individual retirement plans to be contributed to 529 plans without including the distribution in gross income. H.R.2591:To amend part B of title XVIII of the Social Security Act to limit the penalty for late enrollment under part B of the Medicare Program to 10 percent and twice the period of no enrollment, and to exclude periods of COBRA and retiree coverage from such late enrollment penalty. H.R. 2657: To amend the Employee Retirement Income Security Act of 1974 to ensure that employees are not improperly disqualified from benefits under pension plans and welfare plans based on the misclassification or reclassification of their status. H.R.2683: To amend title I of the Employee Retirement Income Security Act of 1974 to require in the annual report of each defined benefit pension plan disclosure of plan investments in hedge funds. H.R.2831: To amend title VII of the Civil Rights Act of 1964, the Age Discrimination in Employment Act of 1967, the Americans With Disabilities Act of 1990, and the Rehabilitation Act of 1973 to clarify that a discriminatory compensation decision or other practice that is unlawful under such Acts occurs each time compensation is paid pursuant to the discriminatory compensation decision or other practice, and for other purposes. H.R. 3088: to amend the Internal Revenue Code of 1986 to provide that distributions from an individual retirement plan, a section 401(k) plan, a section 403(b) contract, or a section 457 plan shall not be includible in gross income to the extent used to pay long-term care insurance premiums. HR. 3185: To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to establish in the Department of Labor an Advisory Council on Improving Employer-Employee Retirement Practices. H.R. 3361: A bill to make technical corrections related to the Pension Protection Act of 2006. H.R. 3765: To amend the Internal Revenue Code of 1986 to provide transparency with respect to fees and expenses charged to participant-directed defined contribution plans. H.R. 3868: to provide an orderly transition to new requirements, and for other purposes. H.R. 4061: To allow employees of a commercial passenger airline carrier who receive payments in a bankruptcy proceeding to roll over such payments into an individual retirement plan, and for other purposes. H.R. 4150: To amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments by excluding from income a portion of such payments. H.R. 4807: To amend the Social Security Act to protect Social Security cost-of-living adjustments (COLA) H.R.5160: To amend the Internal Revenue Code of 1986 to encourage retirement savings by modifying requirements with respect to employer-established IRAs, and for other purposes. H.R.6382 To make technical corrections related to the Pension Protection Act of 2006, and for other purposes. S.43: A bill to amend title II of the Social Security Act to preserve and protect Social Security benefits of American workers and to help ensure greater congressional oversight of the Social Security system by requiring that both Houses of Congress approve a totalization agreement before the agreement, giving foreign workers Social Security benefits, can go into effect. S.137: A bill to amend title XVIII of the Social Security Act to provide additional beneficiary protections. S.190: A bill to provide a technical correction to the Pension Protection Act of 2006. S.191: A bill to provide relief for all air carriers with pension plans that are not frozen pension plans. S.355: A bill to establish a National Commission on Entitlement Solvency. S.1010: A bill to amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments from annuities and similar payments of life insurance proceeds at dates later than death by excluding from income a portion of such payments. S.1141: A bill to amend the Internal Revenue Code of 1986 to allow employees not covered by qualified retirement plans to save for retirement through automatic payroll deposit IRAs, to facilitate similar saving by the self-employed, and for other purposes. S.1254: A bill to amend title II of the Social Security Act to provide that the reductions in social security benefits which are required in the case of spouses and surviving spouses who are also receiving certain government pensions shall be equal to the amount by which two-thirds of the total amount of the combined monthly benefit (before reduction) and monthly pension exceeds $1,200, adjusted for inflation. S.1270: A bill to amend title IV of the Employee Retirement Income Security Act of 1974 to require the Pension Benefit Guaranty Corporation, in the case of airline pilots who are required by regulation to retire at age 60, to compute the actuarial value of monthly benefits in the form of a life annuity commencing at age 60. S.1288: A bill to amend the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974 to increase the retirement security of women and small business owners, and for other purposes. S.1533: A bill to amend the Internal Revenue Code of 1986 to allow certain coins to be acquired by individual retirement accounts and other individually directed pension plan accounts, and for other purposes. S.1636: A bill to amend the Internal Revenue Code of 1986 to permanently allow penalty-free withdrawals from retirement plans for individuals called to active duty for at least 179 days. S. 1725: to amend the Employee Retirement Income Security Act of 1974, the Internal Revenue Code of 1986, and title 5, U.S. Code, to improve the protection of pension benefits, and for other purposes. S. 1809: to amend the Internal Revenue Code of 1986 to provide that distributions from an individual retirement plan, a section 401(k) plan, a section 403(b) contract, or a section 457 plan shall not be includible in gross income to the extent used to pay long-term care insurance premiums. S.1843: A bill to amend title VII of the Civil Rights Act of 1964 and the Age Discrimination in Employment Act of 1967 to clarify that an unlawful practice occurs each time compensation is paid pursuant to a discriminatory compensation decision or other practice, and for other purposes. S.1947: A bill to amend title XI of the Social Security Act to improve the quality improvement organization (QIO) program. S. 1974: A bill to make technical corrections related to the Pension Protection Act of 2006. S. 2184: To amend the Internal Revenue Code of 1986 to permanently allow penalty-free withdrawals from retirement plans for individuals called to active duty for at least 179 days. S. 2201: to provide for the penalty-free use of retirement funds for mortgage delinquency relief. S. 2473: to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and for other purposes. S.2501: A bill to amend the Social Security Act to protect Social Security cost-of-living adjustments (COLA). S. 2505: to allow employees of a commercial passenger airline carrier who receive payments in a bankruptcy proceeding to roll over such payments into an individual retirement plan, and for other purposes. S.2570: To amend title II of the Social Security Act to authorize waivers by the Commissioner of Social Security of the 5-month waiting period for entitlement to benefits based on disability in cases in which the Commissioner determines that such waiting period would cause undue hardship to terminally ill beneficiaries. S. 2765: To strengthen and permanently preserve Social Security. S.2794: A bill to protect older Americans from misleading and fraudulent marketing practices, with the goal of increasing retirement security. S.3219: A bill to enhance penalties for violations of securities protections that involve targeting seniors. S.Res.601: To designate Oct. 19-25, 2008, as ''National Save for Retirement Week.''

H.R. 219 Social Security Preservation Act. Legislation to amend Title II of the Social Security Act to ensure the integrity of the Social Security Trust Fund by recquiring investments of the annual surplus of the fund and protect the fund from the public debt limit. The issue of investing the surplus rather than borrowing from in. H.R. 219 Social Security Beneficiary Tax Reduction Act. Legislation to amend the Internal Revenue Code of 1986 to repeal the 1993 increase in taxes on Social Security benefits. The issue of reducing taxes of Social Security benefits. H.R. 1090 Social Security Guarantee Plus Act. Legislation to amend the Social Security Act and the Internal Revenue Code of 1986 to preserve and strengthen the Social Security Program by creating personal Social Security guarantee accounts which would ensure full benefits for all worker and their families while restoring long-term Social Security solvency. The issue of personal Social Security guarantee accounts. S. 302 Social Security Lock Box. Legislation to establish safeduarding of the Social Security Trust Fund. The issue of requiring Congress to establish a detailed proposal for Soical Security reform before any monies for the Social Security Trust Fund could be used by Congress for budget items.

Client expense: Not reported · Firm income: $20,000

Social Security/Government Pension Offset. H.R. 82, S. 206, H.R. 726, H.R. 2772, H.R. 2988, S. 1254, S. 1647: proposals to modify or repeal the government pension offset and windfall elimination provisions. Social Security/Trust Funds. H.R. 4338, S. 302, H.R.219, H.R. 581, H.R. 4664, H.R. 1353: provisions relating to the establishment of a procedure safeguarding the Social Security Trust Funds; the investment of Social Security trust funds; and the budgetary treatment of Social Security trust funds. Social Security/Cost-of-Living-Adjustments. H.R. 1953, H.R. 2032, H.R. 4807, S. 2501, H.R. 5317: provisions pertaining to the development of a Consumer Price Index to reflect senior spending; the impact of Medicare premiums on Social Security cost-of-living adjustments and Social Security recipient benefit levels; and amending the Congressional Budget Act of 1974 making it out of order for Congress to reduce Social Security benefits or cost-of-living increases. Social Security/Private Accounts. H.R. 1090, H.R. 2002, H.R. 4181, S. 2765, S.Amdt. 4328: provisions to establish Social Security private accounts. Pension Security. H.R. 5543, S. 1288, S. 1725: provisions affecting the protection of pension benefits and the retirement security of women and small business owners. National Senior Volunteer Corps. H.R. 2857, H.R. 5563: provisions pertaining to reauthorizing national and community service programs benefiting older Americans.

Client expense: $440,000 · Firm income: Not reported

Social Security/Private Accounts. H.R. 1090, H.R. 2002, H.R. 4181, H.R. 6110, S. 2765, S.Amdt. 4328: provisions to establish Social Security private accounts. Social Security/Trust Funds. H.R. 4338, S. 302, H.R.219, H.R. 581, H.R. 4664, H.R. 1353: provisions relating to the establishment of a procedure safeguarding the Social Security Trust Funds; the investment of Social Security trust funds; and the budgetary treatment of Social Security trust funds. Social Security Benefits. Unnumbered proposals relating to Social Security widows and spousal benefits; the minimum benefit; and the Medicare 24-month waiting period for disability benefits. Social Security/Government Pension Offset. H.R. 82, S. 206, H.R. 726, H.R. 2772, H.R. 2988, S. 1254, S. 1647: proposals to modify or repeal the government pension offset and windfall elimination provision.

Client expense: Not reported · Firm income: $30,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R.69: To amend title II of the Social Security Act to eliminate the 5-month waiting period for entitlement to disability benefits and to eliminate reconsideration as an intervening step between initial benefit entitlement decisions and subsequent hearings on the record on such decisions. H.R.82: To amend title II of the Social Security Act to repeal the Government pension offset and windfall elimination provisions. H.R.93: To amend the Congressional Budget Act of 1974 to protect Social Security beneficiaries against any reduction in benefits. H.R.149: To amend title II of the Social Security Act to remove the limitation upon the amount of outside income which an individual may earn while receiving benefits under such title, and for other purposes. H.R.191: To amend the Internal Revenue Code of 1986 to repeal the inclusion in gross income of Social Security benefits. H.R.192: To amend the Internal Revenue Code of 1986 to repeal the 1993 increase in taxes on Social Security benefits. H.R.279: To amend title II of the Social Security Act to provide for Congressional oversight and approval of totalization agreements. H.R.288: To amend title II of the Social Security Act to provide for an improved benefit computation formula for workers affected by the changes in benefit computation rules enacted in the Social Security Amendments of 1977 who attain age 65 during the 10-year period after 1981 and before 1992 (and related beneficiaries) and to provide prospectively for increases in their benefits accordingly. H.R.340: To amend title II of the Social Security Act to allow remarried widows, widowers, and surviving divorced spouses to become or remain entitled to widow's or widower's insurance benefits if the prior marriage was for at least 10 years. H.R.341: To amend title II of the Social Security Act to provide for payment of lump-sum death payments upon the death of a spouse. H.R.368: To amend title II of the Social Security Act to allow workers who attain age 65 after 1981 and before 1992 to choose either lump sum payments over four years totalling $5,000 or an improved benefit computation formula under a new 10-year rule governing the transition to the changes in benefit computation rules enacted in the Social Security Amendments of 1977, and for other purposes. H.R.581: To amend title II of the Social Security Act to establish a Social Security Surplus Protection Account in the Federal Old-Age and Survivors Insurance Trust Fund to hold the Social Security surplus, to provide for suspension of investment of amounts held in the Account until enactment of legislation providing for investment of the Trust Fund in investment vehicles other than obligations of the United States, and to establish a Social Security Investment Commission to make recommendations for alternative forms of investment of the Social Security surplus in the Trust Fund. H.R.709: To amend title II of the Social Security Act to restrict totalization agreements between the United States and other countries to providing for appropriate exchange of Social Security taxes or contributions between the parties to such agreements, and to prohibit crediting of individuals under such title with earnings from employment or self-employment in the United States performed while such individuals are not citizens, nationals, or lawful permanent residents of the United States and are not authorized by law to be employed in the United States. H.R.726: To amend title II of the Social Security Act to restrict the application of the windfall elimination provision to individuals whose combined monthly income from benefits under such title and other monthly periodic payments exceeds a minimum COLA-adjusted amount of $2,500 and to provide for a graduated implementation of such provision on amounts above such minimum amount. H.R.732: To amend title II of the Social Security Act to reduce from 10 to 5 the number of years of marriage prior to divorce required for a divorced spouse to be eligible for benefits under such title. H.R.1090: To amend the Social Security Act and the Internal Revenue Code of 1986 to preserve and strengthen the Social Security Program through the creation of personal Social Security guarantee accounts ensuring full benefits for all workers and their families, restoring long-term Social Security solvency, to make certain benefit improvements, and for other purposes. H.R.1158: To amend title II of the Social Security Act to eliminate the two-year waiting period for divorced spouse's benefits following the divorce. H.R.1160: To amend title II of the Social Security Act to provide for increases in widow's and widower's insurance benefits by reason of delayed retirement. H.R.1161: To amend title II of the Social Security Act to credit prospectively individuals serving as caregivers of dependent relatives with deemed wages for up to five years of such service. H.R.1322: To amend title I of the Employee Retirement Income Security Act of 1974 to provide emergency protection for retiree health benefits. H.R.1349: To amend the Internal Revenue Code of 1986 to repeal the 1993 increase in income taxes on Social Security benefits. H.R.1380: To amend title II of the Social Security Act to provide that a monthly insurance benefit thereunder shall be paid for the month in which the recipient dies, subject to a reduction of 50 percent if the recipient dies during the first 15 days of such month, and for other purposes. H.R.2032: To require the establishment of a Consumer Price Index for Elderly Consumers to compute cost-of-living increases for Social Security and Medicare benefits under titles II and XVIII of the Social Security Act. H.R.2103: To amend title IV of the Employee Retirement Income Security Act of 1974 to require the Pension Benefit Guaranty Corporation, in the case of airline pilots who are required by regulation to retire at age 60, to compute the actuarial value of monthly benefits in the form of a life annuity commencing at age 60. H.R.2167: To amend the Internal Revenue Code of 1986 to allow employees not covered by qualified retirement plans to save for retirement through automatic payroll deposit IRAs, to facilitate similar saving by the self-employed, and for other purposes. H.R.2355: To amend the Internal Revenue Code of 1986 to extend the authority for penalty-free withdrawals from retirement plans by military reservists or national guardsmen called to active duty for extended periods. H.R. 2461: to amend the Internal Revenue Code of 1986 to permit distributions from individual retirement plans to be contributed to 529 plans without including the distribution in gross income. H.R.2591:To amend part B of title XVIII of the Social Security Act to limit the penalty for late enrollment under part B of the Medicare Program to 10 percent and twice the period of no enrollment, and to exclude periods of COBRA and retiree coverage from such late enrollment penalty. H.R. 2657: To amend the Employee Retirement Income Security Act of 1974 to ensure that employees are not improperly disqualified from benefits under pension plans and welfare plans based on the misclassification or reclassification of their status. H.R.2683: To amend title I of the Employee Retirement Income Security Act of 1974 to require in the annual report of each defined benefit pension plan disclosure of plan investments in hedge funds. H.R.2831: To amend title VII of the Civil Rights Act of 1964, the Age Discrimination in Employment Act of 1967, the Americans With Disabilities Act of 1990, and the Rehabilitation Act of 1973 to clarify that a discriminatory compensation decision or other practice that is unlawful under such Acts occurs each time compensation is paid pursuant to the discriminatory compensation decision or other practice, and for other purposes. H.R. 3088: to amend the Internal Revenue Code of 1986 to provide that distributions from an individual retirement plan, a section 401(k) plan, a section 403(b) contract, or a section 457 plan shall not be includible in gross income to the extent used to pay long-term care insurance premiums. HR. 3185: To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to establish in the Department of Labor an Advisory Council on Improving Employer-Employee Retirement Practices. H.R. 3361: A bill to make technical corrections related to the Pension Protection Act of 2006. H.R. 3765: To amend the Internal Revenue Code of 1986 to provide transparency with respect to fees and expenses charged to participant-directed defined contribution plans. H.R. 3868: to provide an orderly transition to new requirements, and for other purposes. H.R. 4061: To allow employees of a commercial passenger airline carrier who receive payments in a bankruptcy proceeding to roll over such payments into an individual retirement plan, and for other purposes. H.R. 4150: To amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments by excluding from income a portion of such payments. H.R. 4807: To amend the Social Security Act to protect Social Security cost-of-living adjustments (COLA) H.R.5160: To amend the Internal Revenue Code of 1986 to encourage retirement savings by modifying requirements with respect to employer-established IRAs, and for other purposes. S.43: A bill to amend title II of the Social Security Act to preserve and protect Social Security benefits of American workers and to help ensure greater congressional oversight of the Social Security system by requiring that both Houses of Congress approve a totalization agreement before the agreement, giving foreign workers Social Security benefits, can go into effect. S.137: A bill to amend title XVIII of the Social Security Act to provide additional beneficiary protections. S.190: A bill to provide a technical correction to the Pension Protection Act of 2006. S.191: A bill to provide relief for all air carriers with pension plans that are not frozen pension plans. S.355: A bill to establish a National Commission on Entitlement Solvency. S.1010: A bill to amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments from annuities and similar payments of life insurance proceeds at dates later than death by excluding from income a portion of such payments. S.1141: A bill to amend the Internal Revenue Code of 1986 to allow employees not covered by qualified retirement plans to save for retirement through automatic payroll deposit IRAs, to facilitate similar saving by the self-employed, and for other purposes. S.1254: A bill to amend title II of the Social Security Act to provide that the reductions in social security benefits which are required in the case of spouses and surviving spouses who are also receiving certain government pensions shall be equal to the amount by which two-thirds of the total amount of the combined monthly benefit (before reduction) and monthly pension exceeds $1,200, adjusted for inflation. S.1270: A bill to amend title IV of the Employee Retirement Income Security Act of 1974 to require the Pension Benefit Guaranty Corporation, in the case of airline pilots who are required by regulation to retire at age 60, to compute the actuarial value of monthly benefits in the form of a life annuity commencing at age 60. S.1288: A bill to amend the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974 to increase the retirement security of women and small business owners, and for other purposes. S.1533: A bill to amend the Internal Revenue Code of 1986 to allow certain coins to be acquired by individual retirement accounts and other individually directed pension plan accounts, and for other purposes. S.1636: A bill to amend the Internal Revenue Code of 1986 to permanently allow penalty-free withdrawals from retirement plans for individuals called to active duty for at least 179 days. S. 1725: to amend the Employee Retirement Income Security Act of 1974, the Internal Revenue Code of 1986, and title 5, U.S. Code, to improve the protection of pension benefits, and for other purposes. S. 1809: to amend the Internal Revenue Code of 1986 to provide that distributions from an individual retirement plan, a section 401(k) plan, a section 403(b) contract, or a section 457 plan shall not be includible in gross income to the extent used to pay long-term care insurance premiums. S.1947: A bill to amend title XI of the Social Security Act to improve the quality improvement organization (QIO) program. S. 1974: A bill to make technical corrections related to the Pension Protection Act of 2006. S. 2184: To amend the Internal Revenue Code of 1986 to permanently allow penalty-free withdrawals from retirement plans for individuals called to active duty for at least 179 days. S. 2201: to provide for the penalty-free use of retirement funds for mortgage delinquency relief. S. 2473: to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and for other purposes. S.2501: A bill to amend the Social Security Act to protect Social Security cost-of-living adjustments (COLA). S. 2505: to allow employees of a commercial passenger airline carrier who receive payments in a bankruptcy proceeding to roll over such payments into an individual retirement plan, and for other purposes. S.2570: To amend title II of the Social Security Act to authorize waivers by the Commissioner of Social Security of the 5-month waiting period for entitlement to benefits based on disability in cases in which the Commissioner determines that such waiting period would cause undue hardship to terminally ill beneficiaries. S. 2765: to strengthen and permanently preserve Social Security.

H.R.82, Repeal of Government Pension Offset & Windfall Elimination Provision S.206, Repeal of Government Pension Offset & Windfall Elimination Provision S.1254, Government Pension Offset Reform H.R.2988, Government Pension Offset Reform H.R.2780, Annuitant Part-Time Service Credit S.1045, Performance Management in Government H.R.3056, Tax Collection Responsibility Act of 2007 H.R.695, Taxpayer Abuse and Harassment Prevention Act of 2007 S.335, IRS Tax Collection Prohibition H.R.1, 9/11 Commission Initiatives S.4, 9/11 Commission Initiatives H.R.1684, DHS Authorization, FY 2008 H.R.1073, Law Enforcement Officers Equity Act S.1354, Law Enforcement Officers Equity Act H.R.985, Whistleblowers Protection Enhancement Act S.274, Federal Employee Protection of Disclosures (Whistleblower Protection Act) S.9, Immigration Policy Reform S.1348, Immigration Policy Reform S.1639, Immigration Policy Reform H.R.1369, Family and Medical Leave H.R.2392, Family and Medical Leave S.80, Family and Medical Leave S.680, Competitive Sourcing H.R.2533, Recapture of Retirement Credit H.R.3996, Temporary Tax Relief Act of 2007 S.2003, Federal Annuitant Reemployment H.R.3579, Federal Annuitant Reemployment H.R.2669, College Cost Reduction Act of 2007 H.R.2661, Education for Public Service Act, 2007 S.1647, Windfall Elimination Provision Offset H.R.726, Windfall Elimination Provision Offset H.R.5719, Taxpayer Assistance and Simplification Act of 2008 H.R.5140, Economic Stimulus Act of 2008 H.R.3799, Paid Parental Leave H.R.3212, Transportation Security Personnel Management H.R.1090, Social Security Guarantee Plus Act H.R.2772, Windfall Elimination Provision

Client expense: $168,263 · Firm income: Not reported

H.R.82, Repeal of Government Pension Offset & Windfall Elimination Provision S.206, Repeal of Government Pension Offset & Windfall Elimination Provision S.1254, Government Pension Offset Reform H.R.2988, Government Pension Offset Reform H.R.2780, Annuitant Part-Time Service Credit S.1045, Performance Management in Government H.R.3056, Tax Collection Responsibility Act of 2007 H.R.695, Taxpayer Abuse and Harassment Prevention Act of 2007 S.335, IRS Tax Collection Prohibition H.R.1, 9/11 Commission Initiatives S.4, 9/11 Commission Initiatives H.R.1684, DHS Authorization, FY 2008 H.R.1073, Law Enforcement Officers Equity Act S.1354, Law Enforcement Officers Equity Act H.R.985, Whistleblowers Protection Enhancement Act S.274, Federal Employee Protection of Disclosures (Whistleblower Protection Act) S.9, Immigration Policy Reform S.1348, Immigration Policy Reform S.1639, Immigration Policy Reform H.R.1369, Family and Medical Leave H.R.2392, Family and Medical Leave S.80, Family and Medical Leave S.680, Competitive Sourcing H.R.2533, Recapture of Retirement Credit H.R.3996, Temporary Tax Relief Act of 2007 S.2003, Federal Annuitant Reemployment H.R.3579, Federal Annuitant Reemployment H.R.2669, College Cost Reduction Act of 2007 H.R.2661, Education for Public Service Act, 2007 S.1647, Windfall Elimination Provision Offset H.R.726, Windfall Elimination Provision Offset H.R.5719, Taxpayer Assistance and Simplification Act of 2008 H.R.5140, Economic Stimulus Act of 2008 H.R.3799, Paid Parental Leave H.R.3212, Transportation Security Personnel Management H.R.1090, Social Security Guarantee Plus Act H.R.2772, Windfall Elimination Provision

Client expense: $168,263 · Firm income: Not reported

H.R.69: To amend title II of the Social Security Act to eliminate the 5-month waiting period for entitlement to disability benefits and to eliminate reconsideration as an intervening step between initial benefit entitlement decisions and subsequent hearings on the record on such decisions. H.R.82: To amend title II of the Social Security Act to repeal the Government pension offset and windfall elimination provisions. H.R.93: To amend the Congressional Budget Act of 1974 to protect Social Security beneficiaries against any reduction in benefits. H.R.149: To amend title II of the Social Security Act to remove the limitation upon the amount of outside income which an individual may earn while receiving benefits under such title, and for other purposes. H.R.191: To amend the Internal Revenue Code of 1986 to repeal the inclusion in gross income of Social Security benefits. H.R.192: To amend the Internal Revenue Code of 1986 to repeal the 1993 increase in taxes on Social Security benefits. H.R.279: To amend title II of the Social Security Act to provide for Congressional oversight and approval of totalization agreements. H.R.288: To amend title II of the Social Security Act to provide for an improved benefit computation formula for workers affected by the changes in benefit computation rules enacted in the Social Security Amendments of 1977 who attain age 65 during the 10-year period after 1981 and before 1992 (and related beneficiaries) and to provide prospectively for increases in their benefits accordingly. H.R.340: To amend title II of the Social Security Act to allow remarried widows, widowers, and surviving divorced spouses to become or remain entitled to widow's or widower's insurance benefits if the prior marriage was for at least 10 years. H.R.341: To amend title II of the Social Security Act to provide for payment of lump-sum death payments upon the death of a spouse. H.R.368: To amend title II of the Social Security Act to allow workers who attain age 65 after 1981 and before 1992 to choose either lump sum payments over four years totalling $5,000 or an improved benefit computation formula under a new 10-year rule governing the transition to the changes in benefit computation rules enacted in the Social Security Amendments of 1977, and for other purposes. H.R.581: To amend title II of the Social Security Act to establish a Social Security Surplus Protection Account in the Federal Old-Age and Survivors Insurance Trust Fund to hold the Social Security surplus, to provide for suspension of investment of amounts held in the Account until enactment of legislation providing for investment of the Trust Fund in investment vehicles other than obligations of the United States, and to establish a Social Security Investment Commission to make recommendations for alternative forms of investment of the Social Security surplus in the Trust Fund. H.R.709: To amend title II of the Social Security Act to restrict totalization agreements between the United States and other countries to providing for appropriate exchange of Social Security taxes or contributions between the parties to such agreements, and to prohibit crediting of individuals under such title with earnings from employment or self-employment in the United States performed while such individuals are not citizens, nationals, or lawful permanent residents of the United States and are not authorized by law to be employed in the United States. H.R.726: To amend title II of the Social Security Act to restrict the application of the windfall elimination provision to individuals whose combined monthly income from benefits under such title and other monthly periodic payments exceeds a minimum COLA-adjusted amount of $2,500 and to provide for a graduated implementation of such provision on amounts above such minimum amount. H.R.732: To amend title II of the Social Security Act to reduce from 10 to 5 the number of years of marriage prior to divorce required for a divorced spouse to be eligible for benefits under such title. H.R.1090: To amend the Social Security Act and the Internal Revenue Code of 1986 to preserve and strengthen the Social Security Program through the creation of personal Social Security guarantee accounts ensuring full benefits for all workers and their families, restoring long-term Social Security solvency, to make certain benefit improvements, and for other purposes. H.R.1158: To amend title II of the Social Security Act to eliminate the two-year waiting period for divorced spouse's benefits following the divorce. H.R.1160: To amend title II of the Social Security Act to provide for increases in widow's and widower's insurance benefits by reason of delayed retirement. H.R.1161: To amend title II of the Social Security Act to credit prospectively individuals serving as caregivers of dependent relatives with deemed wages for up to five years of such service. H.R.1322: To amend title I of the Employee Retirement Income Security Act of 1974 to provide emergency protection for retiree health benefits. H.R.1349: To amend the Internal Revenue Code of 1986 to repeal the 1993 increase in income taxes on Social Security benefits. H.R.1380: To amend title II of the Social Security Act to provide that a monthly insurance benefit thereunder shall be paid for the month in which the recipient dies, subject to a reduction of 50 percent if the recipient dies during the first 15 days of such month, and for other purposes. H.R.2032: To require the establishment of a Consumer Price Index for Elderly Consumers to compute cost-of-living increases for Social Security and Medicare benefits under titles II and XVIII of the Social Security Act. H.R.2103: To amend title IV of the Employee Retirement Income Security Act of 1974 to require the Pension Benefit Guaranty Corporation, in the case of airline pilots who are required by regulation to retire at age 60, to compute the actuarial value of monthly benefits in the form of a life annuity commencing at age 60. H.R.2167: To amend the Internal Revenue Code of 1986 to allow employees not covered by qualified retirement plans to save for retirement through automatic payroll deposit IRAs, to facilitate similar saving by the self-employed, and for other purposes. H.R.2355: To amend the Internal Revenue Code of 1986 to extend the authority for penalty-free withdrawals from retirement plans by military reservists or national guardsmen called to active duty for extended periods. H.R. 2461: to amend the Internal Revenue Code of 1986 to permit distributions from individual retirement plans to be contributed to 529 plans without including the distribution in gross income. H.R.2591:To amend part B of title XVIII of the Social Security Act to limit the penalty for late enrollment under part B of the Medicare Program to 10 percent and twice the period of no enrollment, and to exclude periods of COBRA and retiree coverage from such late enrollment penalty. H.R. 2657: To amend the Employee Retirement Income Security Act of 1974 to ensure that employees are not improperly disqualified from benefits under pension plans and welfare plans based on the misclassification or reclassification of their status. H.R.2683: To amend title I of the Employee Retirement Income Security Act of 1974 to require in the annual report of each defined benefit pension plan disclosure of plan investments in hedge funds. H.R.2831: To amend title VII of the Civil Rights Act of 1964, the Age Discrimination in Employment Act of 1967, the Americans With Disabilities Act of 1990, and the Rehabilitation Act of 1973 to clarify that a discriminatory compensation decision or other practice that is unlawful under such Acts occurs each time compensation is paid pursuant to the discriminatory compensation decision or other practice, and for other purposes. H.R. 3088: to amend the Internal Revenue Code of 1986 to provide that distributions from an individual retirement plan, a section 401(k) plan, a section 403(b) contract, or a section 457 plan shall not be includible in gross income to the extent used to pay long-term care insurance premiums. HR. 3185: To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to establish in the Department of Labor an Advisory Council on Improving Employer-Employee Retirement Practices. H.R. 3361: A bill to make technical corrections related to the Pension Protection Act of 2006. H.R. 3765: To amend the Internal Revenue Code of 1986 to provide transparency with respect to fees and expenses charged to participant-directed defined contribution plans. H.R. 3868: to provide an orderly transition to new requirements, and for other purposes. H.R. 4061: To allow employees of a commercial passenger airline carrier who receive payments in a bankruptcy proceeding to roll over such payments into an individual retirement plan, and for other purposes. H.R. 4150: To amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments by excluding from income a portion of such payments. H.R. 4807: To amend the Social Security Act to protect Social Security cost-of-living adjustments (COLA) H.R.5160: To amend the Internal Revenue Code of 1986 to encourage retirement savings by modifying requirements with respect to employer-established IRAs, and for other purposes. S.43: A bill to amend title II of the Social Security Act to preserve and protect Social Security benefits of American workers and to help ensure greater congressional oversight of the Social Security system by requiring that both Houses of Congress approve a totalization agreement before the agreement, giving foreign workers Social Security benefits, can go into effect. S.137: A bill to amend title XVIII of the Social Security Act to provide additional beneficiary protections. S.190: A bill to provide a technical correction to the Pension Protection Act of 2006. S.191: A bill to provide relief for all air carriers with pension plans that are not frozen pension plans. S.355: A bill to establish a National Commission on Entitlement Solvency. S.1010: A bill to amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments from annuities and similar payments of life insurance proceeds at dates later than death by excluding from income a portion of such payments. S.1141: A bill to amend the Internal Revenue Code of 1986 to allow employees not covered by qualified retirement plans to save for retirement through automatic payroll deposit IRAs, to facilitate similar saving by the self-employed, and for other purposes. S.1254: A bill to amend title II of the Social Security Act to provide that the reductions in social security benefits which are required in the case of spouses and surviving spouses who are also receiving certain government pensions shall be equal to the amount by which two-thirds of the total amount of the combined monthly benefit (before reduction) and monthly pension exceeds $1,200, adjusted for inflation. S.1270: A bill to amend title IV of the Employee Retirement Income Security Act of 1974 to require the Pension Benefit Guaranty Corporation, in the case of airline pilots who are required by regulation to retire at age 60, to compute the actuarial value of monthly benefits in the form of a life annuity commencing at age 60. S.1288: A bill to amend the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974 to increase the retirement security of women and small business owners, and for other purposes. S.1533: A bill to amend the Internal Revenue Code of 1986 to allow certain coins to be acquired by individual retirement accounts and other individually directed pension plan accounts, and for other purposes. S.1636: A bill to amend the Internal Revenue Code of 1986 to permanently allow penalty-free withdrawals from retirement plans for individuals called to active duty for at least 179 days. S. 1725: to amend the Employee Retirement Income Security Act of 1974, the Internal Revenue Code of 1986, and title 5, U.S. Code, to improve the protection of pension benefits, and for other purposes. S. 1809: to amend the Internal Revenue Code of 1986 to provide that distributions from an individual retirement plan, a section 401(k) plan, a section 403(b) contract, or a section 457 plan shall not be includible in gross income to the extent used to pay long-term care insurance premiums. S.1947: A bill to amend title XI of the Social Security Act to improve the quality improvement organization (QIO) program. S. 1974: A bill to make technical corrections related to the Pension Protection Act of 2006. S. 2184: To amend the Internal Revenue Code of 1986 to permanently allow penalty-free withdrawals from retirement plans for individuals called to active duty for at least 179 days. S. 2201: to provide for the penalty-free use of retirement funds for mortgage delinquency relief. S. 2473: to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and for other purposes. S.2501: A bill to amend the Social Security Act to protect Social Security cost-of-living adjustments (COLA). S. 2505: to allow employees of a commercial passenger airline carrier who receive payments in a bankruptcy proceeding to roll over such payments into an individual retirement plan, and for other purposes. S.2570: To amend title II of the Social Security Act to authorize waivers by the Commissioner of Social Security of the 5-month waiting period for entitlement to benefits based on disability in cases in which the Commissioner determines that such waiting period would cause undue hardship to terminally ill beneficiaries. S. 2765: to strengthen and permanently preserve Social Security.

Social Security/Government Pension Offset. H.R. 82, S. 206, H.R. 726, H.R. 2772, H.R. 2988, S. 1254, S. 1647: proposals to modify or repeal the government pension offset and windfall elimination provisions. Social Security/Trust Funds. H.R. 4338, S. 302, H.R.219, H.R. 581, H.R. 4664, H.R. 1353: provisions relating to the establishment of a procedure safeguarding the Social Security Trust Funds; the investment of Social Security trust funds; and the budgetary treatment of Social Security trust funds. Social Security/Cost-of-Living-Adjustments. H.R. 1953, H.R. 2032, H.R. 4807, S. 2501, H.R. 5317: provisions pertaining to the development of a Consumer Price Index to reflect senior spending; the impact of Medicare premiums on Social Security cost-of-living adjustments and Social Security recipient benefit levels; and amending the Congressional Budget Act of 1974 making it out of order for Congress to reduce Social Security benefits or cost-of-living increases. Social Security/Private Accounts. H.R. 1090, H.R. 2002, H.R. 4181, S. 2765, S.Amdt. 4328: provisions to establish Social Security private accounts. Pension Security. H.R. 5543, S. 1288, S. 1725: provisions affecting the protection of pension benefits and the retirement security of women and small business owners. National Senior Volunteer Corps. H.R. 2857, H.R. 5563: provisions pertaining to reauthorizing national and community service programs benefiting older Americans.

Client expense: $480,000 · Firm income: Not reported

H.R. 219 Social Security Preservation Act. Legislation to amend Title II of the Social Security Act to ensure the integrity of the Social Security Trust Fund by requiring investment of the annual surplus of the fund and protect the fund from the public debt limit. The issue of investing the surplous rather than borrowing from it. H.R. 192 Social Security Beneficiary Tax Reduction Act. Legislation to amend the Internal Revenue Code of 1986 to repeal the 1993 increase in taxes on Social Security benefits. The issue of reducing taxes on Social Security benefits. H.R. 1090 Social Security Guarantee Plus Act. Legislation to amend the Social Security Act and the Interanal Revenue Code of 1986 to preserve and strenghten the Social Security Program by creating personal Social Security guarantee accounts which would ensure full benefits for all workers and their families while restoring long-term Social Security solvency. The issue of personal Social Security guarnatee accounts. S. 302 Social Security Lock Box. Legislation to establish safeguarding of the Social Security Turst Fund. The issue of requiring Congress to establish a detailed proposal for Social Security reform before any monies for the Social Security Trust Fund could be used by Congress for budget items.

Client expense: Not reported · Firm income: $20,000

Social Security/Private Accounts. H.R. 1090, H.R. 2002, H.R. 4181, S. 2765, S.Amdt. 4328: provisions to establish Social Security private accounts. Social Security/Trust Funds. H.R. 4338, S. 302, H.R.219, H.R. 581, H.R. 4664, H.R. 1353: provisions relating to the establishment of a procedure safeguarding the Social Security Trust Funds; the investment of Social Security trust funds; and the budgetary treatment of Social Security trust funds. Social Security Benefits. Proposals relating to Social Security widows and spousal benefits; the minimum benefit; and the Medicare 24-month waiting period for disability benefits. Social Security/Government Pension Offset. H.R. 82, S. 206, H.R. 726, H.R. 2772, H.R. 2988, S. 1254, S. 1647: proposals to modify or repeal the government pension offset and windfall elimination provision.

Client expense: Not reported · Firm income: $30,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Social Security. 1) H.R. 82, S. 206: repealing the government pension offset and windfall elimination provisions. 2) H.R. 726, H.R. 2988, S. 1254: modifying the government pension offset and windfall elimination provisions. 3) H.R. 4338, S. 302, S.Amdt. 483: establishing a procedure to safeguard the Social Security Trust Funds. 4) H.R. 1953, H.R. 2032: provisions pertaining to Social Security cost-of-living-adjustments and mandating the development of a new Consumer Price Index reflecting senior spending. 5) H.R. 4807, S. 2501: limiting the impact of Medicare Part B and Part D premiums on Social Security cost-of-living adjustments and Social Security recipient benefit levels. 6) Docket No. SSA-2007-0044: proposed regulatory changes to the Social Security Administrations Administrative Law Judge, Appeals Council, and Decision Review Board appeals levels. 7) H.R. 4664: to provide for investment of the Social Security surplus. 8) H.R. 2772, S. 1647 (Public Servant Retirement Protection Act): elimination of the current-law Windfall Elimination Provision for those first entering non-Social Security covered employment and establishment of a new formula for the treatment of non-covered earnings in determining Social Security benefits. Social Security Private Accounts. 1) H.R. 1090; H.R. 2002, H.R. 4181, S.Amdt. 489: establishing private Social Security investment accounts. 2) H.R. 1353: pertaining to the budgetary treatment of Social Security trust funds. 3) H.R. 219, H.R. 581: provisions relating to the investment of Social Security trust funds and creating a Social Security Investment Commission. 4) H.R. 93: to amend the Congressional Budget Act of 1974 to protect Social Security beneficiaries against any reduction in benefits. Social Security and Immigration. S.Amdt. 2355 to H.R. 2669: Social Security amendment to the College Cost Reduction Act of 2007 requiring the Social Security Administration to re-determine Social Security coverage of any "individual who is not a natural-born United States citizen" on a quarter-by-quarter basis. Pension Security. 1) S. 1288: increasing the retirement security of women and small business owners. 2) S. 1725: improving the protection of pension benefits. Technical corrections related to the Pension Protection Act of 2006. 1) S. 1974, H.R. 3361, H.R. 3868: extending the effective date on the single employer funding provisions. 2) H.R. 4839, H.R. 4195, S. 2374: pertaining to the Pension Protection Act of 2006s provisions on exempt organizations.

establishing a procedure to safeguard the Social Security Trust Funds. 4) H.R. 1953, H.R. 2032: provisions pertaining to Social Security cost-of-living-adjustments and mandating the development of a new Consumer Price Index reflecting senior spending. 5) H.R. 4807, S. 2501: limiting the impact of Medicare Part B and Part D premiums on Social Security cost-of-living adjustments and Social Security recipient benefit levels. 6) Docket No. SSA-2007-0044: proposed regulatory changes to the Social Security Administration’s Administrative Law Judge, Appeals Council, and Decision Review Board appeals levels. 7) H.R. 4664: to provide for investment of the Social Security surplus. 8) H.R. 2772, S. 1647 (Public Servant Retirement Protection Act): elimination of the current-law Windfall Elimination Provision for those first entering non-Social Security covered employment and establishment of a new formula for the treatment of non-covered earnings in determining Social Security benefits. Social Security Private Accounts. 1) H.R. 1090; H.R. 2002, H.R. 4181, S.Amdt. 489: establishing private Social Security investment accounts. 2) H.R. 1353: pertaining to the budgetary treatment of Social Security trust funds. 3) H.R. 219, H.R. 581: provisions relating to the investment of Social Security trust funds and creating a Social Security Investment Commission. 4) H.R. 93: to amend the Congressional Budget Act of 1974 to protect Social Security beneficiaries against any reduction in benefits. Social Security and Immigration. S.Amdt. 2355 to H.R. 2669: Social Security amendment to the College Cost Reduction Act of 2007 requiring the Social Security Administration to re-determine Social Security coverage of any "individual who is not a natural-born United States citizen" on a quarter-by-quarter basis. Pension Security. 1) S. 1288: increasing the retirement security of women and small business owners. 2) S. 1725: improving the protection of pension benefits. Technical corrections related to the Pension Protection Act of 2006. 1) S. 1974, H.R. 3361, H.R. 3868: extending the effective date on the single employer funding provisions. 2) H.R. 4839, H.R. 4195, S. 2374: pertaining to the Pension Protection Act of 2006’s provisions on exempt organizations. Social Security. 1) H.R. 82, S. 206: repealing the government pension offset and windfall elimination provisions. 2) H.R. 726, H.R. 2988, S. 1254: modifying the government pension offset and windfall elimination provisions. 3) H.R. 4338, S. 302, S.Amdt. 483:

H.R.69: To amend title II of the Social Security Act to eliminate the 5-month waiting period for entitlement to disability benefits and to eliminate reconsideration as an intervening step between initial benefit entitlement decisions and subsequent hearings on the record on such decisions. H.R.726: To amend title II of the Social Security Act to restrict the application of the windfall elimination provision to individuals whose combined monthly income from benefits under such title and other monthly periodic payments exceeds a minimum COLA-adjusted amount of $2,500 and to provide for a graduated implementation of such provision on amounts above such minimum amount. H.R.732: To amend title II of the Social Security Act to reduce from 10 to 5 the number of years of marriage prior to divorce required for a divorced spouse to be eligible for benefits under such title. H.R.1090: To amend the Social Security Act and the Internal Revenue Code of 1986 to preserve and strengthen the Social Security Program through the creation of personal Social Security guarantee accounts ensuring full benefits for all workers and their families, restoring long-term Social Security solvency, to make certain benefit improvements, and for other purposes. H.R.1158: To amend title II of the Social Security Act to eliminate the two-year waiting period for divorced spouse's benefits following the divorce. H.R.1160: To amend title II of the Social Security Act to provide for increases in widow's and widower's insurance benefits by reason of delayed retirement. H.R.1161: To amend title II of the Social Security Act to credit prospectively individuals serving as caregivers of dependent relatives with deemed wages for up to five years of such service. H.R.1349: To amend the Internal Revenue Code of 1986 to repeal the 1993 increase in income taxes on Social Security benefits. H.R.1380: To amend title II of the Social Security Act to provide that a monthly insurance benefit thereunder shall be paid for the month in which the recipient dies, subject to a reduction of 50 percent if the recipient dies during the first 15 days of such month, and for other purposes. H.R.2032: To require the establishment of a Consumer Price Index for Elderly Consumers to compute cost-of-living increases for Social Security and Medicare benefits under titles II and XVIII of the Social Security Act. H.R.2103: To amend title IV of the Employee Retirement Income Security Act of 1974 to require the Pension Benefit Guaranty Corporation, in the case of airline pilots who are required by regulation to retire at age 60, to compute the actuarial value of monthly benefits in the form of a life annuity commencing at age 60. H.R.2167: To amend the Internal Revenue Code of 1986 to allow employees not covered by qualified retirement plans to save for retirement through automatic payroll deposit IRAs, to facilitate similar saving by the self-employed, and for other purposes. H.R.2355: To amend the Internal Revenue Code of 1986 to extend the authority for penalty-free withdrawals from retirement plans by military reservists or national guardsmen called to active duty for extended periods. H.R.2591:To amend part B of title XVIII of the Social Security Act to limit the penalty for late enrollment under part B of the Medicare Program to 10 percent and twice the period of no enrollment, and to exclude periods of COBRA and retiree coverage from such late enrollment penalty. H.R. 2657: To amend the Employee Retirement Income Security Act of 1974 to ensure that employees are not improperly disqualified from benefits under pension plans and welfare plans based on the misclassification or reclassification of their status. H.R.2683: To amend title I of the Employee Retirement Income Security Act of 1974 to require in the annual report of each defined benefit pension plan disclosure of plan investments in hedge funds. S.43: A bill to amend title II of the Social Security Act to preserve and protect Social Security benefits of American workers and to help ensure greater congressional oversight of the Social Security system by requiring that both Houses of Congress approve a totalization agreement before the agreement, giving foreign workers Social Security benefits, can go into effect. S.137: A bill to amend title XVIII of the Social Security Act to provide additional beneficiary protections. S.190: A bill to provide a technical correction to the Pension Protection Act of 2006. S.191: A bill to provide relief for all air carriers with pension plans that are not frozen pension plans. S.355: A bill to establish a National Commission on Entitlement Solvency. S.1010: A bill to amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments from annuities and similar payments of life insurance proceeds at dates later than death by excluding from income a portion of such payments. S.1141: A bill to amend the Internal Revenue Code of 1986 to allow employees not covered by qualified retirement plans to save for retirement through automatic payroll deposit IRAs, to facilitate similar saving by the self-employed, and for other purposes. S.1254: A bill to amend title II of the Social Security Act to provide that the reductions in social security benefits which are required in the case of spouses and surviving spouses who are also receiving certain government pensions shall be equal to the amount by which two-thirds of the total amount of the combined monthly benefit (before reduction) and monthly pension exceeds $1,200, adjusted for inflation. S.1270: A bill to amend title IV of the Employee Retirement Income Security Act of 1974 to require the Pension Benefit Guaranty Corporation, in the case of airline pilots who are required by regulation to retire at age 60, to compute the actuarial value of monthly benefits in the form of a life annuity commencing at age 60. S.1288: A bill to amend the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974 to increase the retirement security of women and small business owners, and for other purposes. S.1533: A bill to amend the Internal Revenue Code of 1986 to allow certain coins to be acquired by individual retirement accounts and other individually directed pension plan accounts, and for other purposes. S.1636: A bill to amend the Internal Revenue Code of 1986 to permanently allow penalty-free withdrawals from retirement plans for individuals called to active duty for at least 179 days. S. 1725: to amend the Employee Retirement Income Security Act of 1974, the Internal Revenue Code of 1986, and title 5, U.S. Code, to improve the protection of pension benefits, and for other purposes. S.RES.67: A resolution designating March 2007 as "Go Direct Month". S.RES.240: A resolution designating October 21 through October 27, 2007, as "National Save for Retirement Week". H.R.82: To amend title II of the Social Security Act to repeal the Government pension offset and windfall elimination provisions. H.R.93: To amend the Congressional Budget Act of 1974 to protect Social Security beneficiaries against any reduction in benefits. H.R.138: To require an employer to take action after receiving official notice that an individual's Social Security account number does not match the individual's name, and for other purposes. H.R.149: To amend title II of the Social Security Act to remove the limitation upon the amount of outside income which an individual may earn while receiving benefits under such title, and for other purposes. H.R.191: To amend the Internal Revenue Code of 1986 to repeal the inclusion in gross income of Social Security benefits. H.R.192: To amend the Internal Revenue Code of 1986 to repeal the 1993 increase in taxes on Social Security benefits. H.R.219: To amend title II of the Social Security Act to ensure the integrity of the Social Security trust funds by requiring the Managing Trustee to invest the annual surplus of such trust funds in marketable interest-bearing obligations of the United States and certificates of deposit in depository institutions insured by the Federal Deposit Insurance Corporation, and to protect such trust funds from the public debt limit. H.R.279: To amend title II of the Social Security Act to provide for Congressional oversight and approval of totalization agreements. H.R.288: To amend title II of the Social Security Act to provide for an improved benefit computation formula for workers affected by the changes in benefit computation rules enacted in the Social Security Amendments of 1977 who attain age 65 during the 10-year period after 1981 and before 1992 (and related beneficiaries) and to provide prospectively for increases in their benefits accordingly. H.R.332: To amend title II of the Social Security Act to provide that wages earned, and self-employment income derived, by individuals while such individuals were not citizens or nationals of the United States and were illegally in the United States shall not be credited for coverage under the old-age, survivors, and disability insurance program under such title. H.R.340: To amend title II of the Social Security Act to allow remarried widows, widowers, and surviving divorced spouses to become or remain entitled to widow's or widower's insurance benefits if the prior marriage was for at least 10 years. H.R.341: To amend title II of the Social Security Act to provide for payment of lump-sum death payments upon the death of a spouse. H.R.368: To amend title II of the Social Security Act to allow workers who attain age 65 after 1981 and before 1992 to choose either lump sum payments over four years totalling $5,000 or an improved benefit computation formula under a new 10-year rule governing the transition to the changes in benefit computation rules enacted in the Social Security Amendments of 1977, and for other purposes. H.R.581: To amend title II of the Social Security Act to establish a Social Security Surplus Protection Account in the Federal Old-Age and Survivors Insurance Trust Fund to hold the Social Security surplus, to provide for suspension of investment of amounts held in the Account until enactment of legislation providing for investment of the Trust Fund in investment vehicles other than obligations of the United States, and to establish a Social Security Investment Commission to make recommendations for alternative forms of investment of the Social Security surplus in the Trust Fund. H.R.709: To amend title II of the Social Security Act to restrict totalization agreements between the United States and other countries to providing for appropriate exchange of Social Security taxes or contributions between the parties to such agreements, and to prohibit crediting of individuals under such title with earnings from employment or self-employment in the United States performed while such individuals are not citizens, nationals, or lawful permanent residents of the United States and are not authorized by law to be employed in the United States.