Bipartisan Task Force for Responsible Fiscal Action Act of 2007

HR 2167/ S 1141 Automatic IRA Act of 2007 - Provisions related to establishing an auto IRA for workers not covered by pension plan. HR 5140 Recovery Rebates and Economic Stimulus for the American People Act of 2008 - Discussed implementation of the economic stimulus package, including rebates for older Americans and IRS funding for implementation. Lobbied for long-term financial security (no bill). S 2063/HR 3655- Bipartisan Task Force for Responsible Fiscal Action Act of 2007 Senate Budget: Entitlement Task Force (could cut Social Security and Medicare benefits). Discussed options to strengthen and improve long term financing and operations of social security program (no Bill). Lobbying for increased spending to reduce SSA disability claim backlog (no Bill). Discussed increased bankruptcy among 50+ population (no Bill). HR 3765 Defined Contribution Plan Fee Transparency Act of 2007, S 2473 Defined Contribution Fee Disclosure Act of 2007, HR 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 - Amends the Employee Retirement Income Security Act of 1974 (ERISA) to prohibit an administrator of an individual account plan that includes a qualified cash or deferred arrangement to enter into any contract for services to the plan without a written statement that identifies who will be performing such services, describes each such service, and specifies the expected total annual cost of such services. Requires the Secretary of Labor to prescribe a model statement that may be used for purposes of satisfying such requirements. Limits the requirements for such a statement to contracts for services if the total cost for such services equals or exceeds $1,000. Discussed AARP's concerns about garnishment of Social Security checks by banks and payday lenders and check cashers. S 3230 Labor/HHS/Education Appropriations FY 2009 - Lobbied for increased spending to reduce SSA disability claim backlog and in opposition to certain e-verify provisions without sufficient funding. HR 3654 Safe Commission Act - All provisions related to strengthening Social Security and Medicare and reducing health care costs. S 2794 Senior Investor Protection Act - Lobbied in favor of provisions related to protecting older Americans from fraudulent and misleading marketing practices. HR 7327 The Worker, Retiree and Employer Recovery Act of 2008 - Lobbied in favor of providing sponsors of traditional pension plans funding relief from certain funding provisions enacted in the Pension Protection Act of 2006 and to permit asset smoothing. Lobbied in favor of legislative proposals that would provide relief from the mandatory distribution rules that require individuals 701/2 years of age or older to withdraw certain amounts from tax deferred retirement savings accounts annually. Discussed the need for bipartisan action on long-term financial security.

Client expense: $6,870,000 · Firm income: Not reported

Government targets: Administration on Aging, Commerce, Dept of (DOC), Equal Employment Opportunity Commission (EEOC), Federal Communications Commission (FCC), Federal Reserve System, Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), SENATE, Social Security Administration (SSA), Treasury, Dept of, White House Office

Lobbied to ensure that comparative effectiveness research is promoted (including appropriations financing for AHRQ's Section 1013 funding) and/or that Medicare Part D is not means tested (no bill). S 2063/HR 3655 Bipartisan Task Force for Responsible Fiscal Action Act of 2007- Lobbied in favor of a health reform framework in the entitlement task force legislation. HR 3654 Safe Commission Act - Discussed AARP's position on entitlement commission legislation, including health care and revenue. Discussed AARP's concerns about healthcare key issues and funding impact of entitlement commission. S 3230 Labor-HHS Appropriations Act of FY 2009 - Lobbied for energy assistance, senior nutrition, Older Americans Act, Social Security Administration, comparative effectiveness and other social services programs. S 3261 Transportation-HUD Appropriations bill, FY2009 - Lobbied for senior housing and transit programs. HR 7110/S3604 Job Creation and Unemployment Relief Act - Lobbied for SSA administrative expenses, weatherization and energy assistance and FMAP funding. S 3289 Agriculture and Rural Development Appropriation, FY 2009 - Lobbied for Commodity Supplemental Food Program, rural rental housing, and FDA generic drug processing. S 3260 Financial Services and General Government Appropriations - Lobbied for IRS taxpayer assistance program. S 3182 Commerce, Justice-Science Appropriations, FY 2009 - Lobbied for National Telecommunications and Information Administration, DTV transition converter box coupon program. S 3258 Energy and Water Development Appropriations, FY 2009 - Lobbied for weatherization assistance. Stimulus Legislation and Economic Recovery - Lobbied on proposed/draft legislation to increase funding for federal nutrition program (food stamps/SNAP,TEFAP,CSFP) Employment and Training Services (WIA, SCSEP); SSI benefits; Philanthropic & Civic Engagement programs, unemployment insurance; federal medical assistance percentage; weatherization assistance program; the promotion of health information technology; accredited nursing schools through grants; transportation infrastructure; and to allow bankruptcy judges to restructure subprime mortgage debt for primary residences.

Fiscal Year 2009 Budget. S.Con.Res. 70, H.Con.Res. 312, H.Res. 1036: provisions relating to entitlement spending, federal deficits and Social Security administrative expenses. Budget Process Reforms. H.R. 473, H.R. 489, H.R. 2024, H.R. 3654, H.R. 3655, H.R. 3724, S.15, S. 304, S. 355, S. 1195, S. 2063: provisions establishing commissions on entitlement reform. Fiscal Year 2009 Appropriations. Fiscal Year 2009 Appropriations: H.R. 2638, S. 3230, Labor/HHS/Education FY 2009 Appropriations: pertaining to funding of Social Security Administration Fiscal Year 2009 Appropriations. House Amendment 474 to H.R. 2829, Financial Services FY 2009 Appropriations: pertaining to House Committee Amendment to create Commission on Entitlement programs. Emergency Supplemental Appropriations (also known as the Economic Recovery package). Supported inclusion of additional administrative funding for the Social Security Administration and opposed including reductions in Social Security and Medicare benefits.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Fiscal Year 2009 Budget. S.Con.Res. 70, H.Con.Res. 312, H.Res. 1036: provisions relating to entitlement spending, federal deficits, programs affecting senior citizens, and Social Security administrative expenses. Fiscal Year 2009 Appropriations. S. 3230, H.R. 2638, Labor/HHS/Education FY 2009 Appropriations: provisions pertaining to funding of Social Security Administration, programs authorized by Older Americans Act. Fiscal Year 2009 Appropriations. House Amdt. 474 to H.R. 2829, Financial Services FY 2009 Appropriations: pertaining to House Committee amendment to create Commission on Entitlement programs. Emergency Supplemental Appropriations. S. 3604, H.R. 7110: provisions increasing the federal medical assistance percentage (FMAP) for Medicaid. Emergency Supplemental Appropriations (also known as the Economic Recovery package). Provisions increasing the Federal Medical Assistance Percentages (FMAP) in Medicaid, increasing funding for Older Americans Act meals programs, providing funding for the implementation of health information technology. Supported inclusion of additional administrative funding for the Social Security Administration and opposed including reductions in Social Security and Medicare benefits. Budget Process Reforms. H.J.Res. 38, H.R. 473, H.R. 489, H.R. 689, H.R. 1375, H.R. 1998, H.R. 2024, H.R. 2084, H.R. 2685, H.R. 3654, H.R. 3655, H.R. 3724, S.J.Res. 27, S. 10, S.15, S. 304, S. 355, S. 1186, S. 1195, S. 1279, S. 2063: provisions relating to a legislative line-item veto, discretionary spending cuts, extending the pay-as-you-go requirement, establishing commissions on entitlement reform, setting caps on entitlement spending, requiring accrual accounting for entitlement programs, and federal insurance programs.

Lobbied to ensure that comparative effectiveness research is promoted (including appropriations financing for AHRQ's Section 1013 funding) and/or that Medicare Part D is not means tested (no bill). Budget summary memo on AARP's analysis of the President's budget (no bill). HCR 312- Lobbied in favor of Medicare premium protection language in the budget and for a reconciliation bill for health. S 2063/HR 3655 Bipartisan Task Force for Responsible Fiscal Action Act of 2007- Lobbied in favor of a health reform framework in the entitlement task force legislation. SCR 70 - Lobbied in favor of Medicare premium protection language in the budget and for reserve funds for health. HR 3654 Safe Commission Act - Discussed AARP's position on entitlement commission legislation, including health care and revenue. Discussed AARP's concerns about healthcare key issues and funding impact of entitlement commission. HR 2638 Consolidated Security, Disaster Assistance and Continuing Appropriations, 2009 - Lobbied for energy assistance, weatherization, senior nutrition and other health, housing, and social services funding. S 3230 Labor-HHS Appropriations Act of FY 2009 - Lobbied for energy assistance, senior nutrition, Older Americans Act, Social Security Administration, comparative effectiveness and other social services programs. S 3261 Transportation-HUD Appropriations bill, FY2009 - Lobbied for senior housing and transit programs. HR 2642 Military Construction and Veterans Affairs Appropriations Act, 2008 - Lobbied to include one-year moratorium on regulations that would have cut federal medicaid funding. HR 7110/S3604 Job Creation and Unemployment Relief Act - Lobbied for SSA administrative expenses, weatherization and energy assistance and FMAP funding. S 3289 Agriculture and Rural Development Appropriation, FY 2009 - Lobbied for Commodity Supplemental Food Program, rural rental housing, and FDA generic drug processing. S 3260 Financial Services and General Government Appropriations - Lobbied for IRS taxpayer assistance program. S 3182 Commerce, Justice-Science Appropriations, FY 2009 - Lobbied for National Telecommunications and Information Administration, DTV transition converter box coupon program. S 3258 Energy and Water Development Appropriations, FY 2009 - Lobbied for weatherization assistance.

HR 2167/ S 1141 Automatic IRA Act of 2007 - Provisions related to establishing an auto IRA for workers not covered by pension plan. HR 5140 Recovery Rebates and Economic Stimulus for the American People Act of 2008 - Discussed implementation of the economic stimulus package, including rebates for older Americans and IRS funding for implementation. Lobbied for long-term financial security (no bill). S 3230 Labor, HHS, Education, Appropriations - Lobbied for adequate funding for Social Security Administration budget. S 2063/HR 3655- Bipartisan Task Force for Responsible Fiscal Action Act of 2007 Senate Budget: Entitlement Task Force (could cut Social Security and Medicare benefits). Discussed options to strengthen and improve long term financing and operations of social security program (no Bill). Lobbying for increased spending to reduce SSA disability claim backlog (no Bill). Discussed increased bankruptcy among 50+ population (no Bill). HR 3765(Defined Contribution Plan Fee Transparency Act of 2007), S 2473 Defined Contribution Fee Disclosure Act of 2007, HR 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 - Amends the Employee Retirement Income Security Act of 1974 (ERISA) to prohibit an administrator of an individual account plan that includes a qualified cash or deferred arrangement to enter into any contract for services to the plan without a written statement that identifies who will be performing such services, describes each such service, and specifies the expected total annual cost of such services. Requires the Secretary of Labor to prescribe a model statement that may be used for purposes of satisfying such requirements. Limits the requirements for such a statement to contracts for services if the total cost for such services equals or exceeds $1,000. Discussed AARP's concerns about garnishment of Social Security checks by banks and payday lenders and check cashers. HR 2642 Military Construction and Veterans Affairs Appropriations Act - Lobbied for funding for IRS/SSA and from IRS to implement Economic Stimulus Payment. S 3230 Labor/HHS/Education Appropriations FY 2009 - Lobbied for increased spending to reduce SSA disability claim backlog and in opposition to certain e-verify provisions without sufficient funding. HR 3654 Safe Commission Act - All provisions related to strengthening Social Security and Medicare and reducing health care costs. S 2794 Senior Investor Protection Act - Lobbied in favor of provisions related to protecting older Americans from fraudulent and misleading marketing practices.

Fiscal Year 2009 Budget. S.Con.Res. 70, H.Con.Res. 312, H.Res. 1036: provisions relating to entitlement spending, federal deficits and Social Security administrative expenses. Budget Process Reforms. H.R. 473, H.R. 489, H.R. 2024, H.R. 3654, H.R. 3655, H.R. 3724, S.15, S. 304, S. 355, S. 1195, S. 2063: provisions establishing commissions on entitlement reform. Fiscal Year 2009 Appropriations. Labor/HHS/Education FY 2009 Appropriations: pertaining to funding of Social Security Administration. Fiscal Year 2009 Appropriations. House Amendment 474 to H.R. 2829, Financial Services FY 2009 Appropriations: pertaining to House Committee Amendment to create Commission on Entitlement programs.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Fiscal Year 2009 Budget. S.Con.Res. 70, H.Con.Res. 312, H.Res. 1036: provisions relating to entitlement spending, federal deficits, programs affecting senior citizens, and Social Security administrative expenses. Fiscal Year 2009 Appropriations. S. 3230, H.R. 2638, Labor/HHS/Education FY 2009 Appropriations: provisions pertaining to funding of Social Security Administration, programs authorized by Older Americans Act. Fiscal Year 2009 Appropriations. House Amdt. 474 to H.R. 2829, Financial Services FY 2009 Appropriations: pertaining to House Committee Amendment to create Commission on Entitlement programs. Emergency Supplemental Appropriations. S. 3604, H.R. 7110: provisions increasing the federal medical assistance percentage (FMAP) for Medicaid. Budget Process Reforms. H.J.Res. 38, H.R. 473, H.R. 489, H.R. 689, H.R. 1375, H.R. 1998, H.R. 2024, H.R. 2084, H.R. 2685, H.R. 3654, H.R. 3655, H.R. 3724, S.J.Res. 27, S. 10, S.15, S. 304, S. 355, S. 1186, S. 1195, S. 1279, S. 2063: provisions relating to a legislative line-item veto, discretionary spending cuts, extending the pay-as-you-go requirement, establishing commissions on entitlement reform, setting caps on entitlement spending, requiring accrual accounting for entitlement programs, and federal insurance programs.

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

Lobbied to ensure that comparative effectiveness research is promoted (including appropriations financing for AHRQ's Section 1013 funding) and/or that Medicare Part D is not means tested. Budget summary memo on AARP's analysis of the President's budget. HCR 312- Lobbied in favor of Medicare premium protection language in the budget and for a reconciliation bill for health. S 2063/HR 3655 Bipartisan Task Force for Responsible Fiscal Action Act of 2007- Lobbied in favor of a health reform framework in the entitlement task force legislation. SCR 70 - Lobbied in favor of Medicare premium protection language in the budget and for reserve funds for health. HR 3654 Safe Commission Act - Discussed AARP's position on entitlement commission legislation, including health care and revenue. HR 3654 Safe Commission Act - Discussed AARP's concerns about healthcare key issues and funding impact of entitlement commission.

Client expense: $6,480,000 · Firm income: Not reported

HR 2167/ S 1141 Automatic IRA Act of 2007 - Provisions related to establishing an auto IRA for workers not covered by pension plan. HR 5140 Recovery Rebates and Economic Stimulus for the American People Act of 2008 - Discussed implementation of the economic stimulus package, including rebates for seniors and IRS funding for implementation. Divided We Fail, an initiative to give voice to millions of Americans who are tired of letting Washington gridlock stand in the way of affordable, quality health care and long-term financial security-the most pressing domestic issues facing our nation. Lobbied for adequate funding for Social Security Administration budget. S 2063/HR 3655- Bipartisan Task Force for Responsible Fiscal Action Act of 2007 Senate Budget: Entitlement Task Force (could cut Social Security and Medicare benefits). Discussed options to strengthen and improve long term financing and operations of social security program (no Bill). Lobbying for increased spending to reduce SSA disability claim backlog (no Bill). Discussed increased bankruptcy among 50+ population (no Bill). HR 3185, HR 3765(Defined Contribution Plan Fee Transparency Act of 2007), S 2473 Defined Contribution Fee Disclosure Act of 2007- HR 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 - Amends the Employee Retirement Income Security Act of 1974 9 (ERISA) to prohibit an administrator of an individual account plan that includes a qualified cash or deferred arrangement to enter into any contract for services to the plan without a written statement that identifies who will be performing such services, describes each such service, and specifies the expected total annual cost of such services. Requires the Secretary of Labor to prescribe a model statement that may be used for purposes of satisfying such requirements. Limits the requirements for such a statement to contracts for services if the total cost for such services equals or exceeds $1,000. Discussed AARP's concerns about garnishment of Social Security checks by banks and payday lenders and check cashers. HR 2642 - Lobbying for funding for IRS/SSA and from IRS to implement Economic Stimulus Payment. S 3230 Labor/HHS/Education Appropriations FY 2009 - Lobbied for increased spending to reduce SSA disability claim backlog and in opposition to certain e-verify provisions without sufficient funding. HR 3654 Safe Act - All provisions related to strengthening Social Security and Medicare and reducing health care costs. S 2794 Senior Investor Protection Act - Lobbied in favor of provisions related to protecting seniors from fraudulent and misleading marketing practices.

Fiscal Year 2009 Budget. S.Con.Res. 70, H.Con.Res. 312, H.Res. 1036: provisions relating to entitlement spending, federal deficits, programs affecting senior citizens, and Social Security administrative expenses. Fiscal Year 2009 Appropriations. [Unnumbered] Labor/HHS/Education FY 2009 Appropriations: pertaining to funding of Social Security Administration, programs authorized by Older Americans Act. [Unnumbered] Financial Services FY 2009 Appropriations: pertaining to House Committee Amendment to create Commission on Entitlement Programs. Budget Process Reforms. H.J.Res. 38, H.R. 473, H.R. 489, H.R. 689, H.R. 1375, H.R. 1998, H.R. 2024, H.R. 2084, H.R. 2685, H.R. 3654, H.R. 3655, H.R. 3724, S.J.Res. 27, S. 10, S.15, S. 304, S. 355, S. 1186, S. 1195, S. 1279, S. 2063: provisions relating to a legislative line-item veto, discretionary spending cuts, extending the pay-as-you-go requirement, establishing commissions on entitlement reform, setting caps on entitlement spending, requiring accrual accounting for entitlement programs, and federal insurance programs.

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

Fiscal Year 2009 Budget. S.Con.Res. 70, H.Con.Res. 312, H.Res. 1036: provisions relating to entitlement spending, federal deficits and Social Security administrative expenses. Budget Process Reforms. H.R. 473, H.R. 489, H.R. 2024, H.R. 3654, H.R. 3655, H.R. 3724, S.15, S. 304, S. 355, S. 1195, S. 2063: provisions establishing commissions on entitlement reform. Fiscal Year 2009 Appropriations. Labor/HHS/Education FY 2009 Appropriations: pertaining to funding of Social Security Administration, Financial Services FY 2009 Appropriations: pertaining to House Committee Amendment to create Commission on Entitlement programs.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Fiscal Year 2009 Budget. S.Con.Res. 70, H.Con.Res. 312, H.Res. 1036: provisions relating to entitlement spending, federal deficits, the Centers for Disease Control and Prevention, programs affecting senior citizens, and Social Security administrative expenses. Budget Process Reforms. H.J.Res. 38, H.R. 473, H.R. 489, H.R. 689, H.R. 1375, H.R. 1998, H.R. 2024, H.R. 2084, H.R. 2685, H.R. 3654, H.R. 3655, H.R. 3724, S.J.Res. 27, S. 10, S.15, S. 304, S. 355, S. 1186, S. 1195, S. 1279, S. 2063: provisions relating to a legislative line-item veto, discretionary spending cuts, extending the pay-as-you-go requirement, establishing commissions on entitlement reform, setting caps on entitlement spending, requiring accrual accounting for entitlement programs, and federal insurance programs.

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

Fiscal Year 2009 Budget. S.Con.Res. 70, H.Con.Res. 312, H.Res. 1036: provisions relating to entitlement spending, federal deficits and Social Security administrative expenses. Budget Process Reforms. H.R. 473, H.R. 489, H.R. 2024, H.R. 3654, H.R. 3655, H.R. 3724, S.15, S. 304, S. 355, S. 1195, S. 2063: provisions establishing commissions on entitlement reform.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE