Pension Protection Act ERISA Amendments of 2008

HJR 0079 Disapproving the rule submitted by the Federal Communications Commission with respect to broadcast media ownership. Issues Lobbied: First Amendment, Free Speech, Media Ownership. HR 0248 To direct the Federal Trade Commission to revise the regulations regarding the Do-not-call registry to prohibit politically-oriented recorded message telephone calls to telephone numbers listed on that registry. Issues Lobbied: First Amendment, free speech, privacy. HR 0281 To amend the Help America Vote Act of 2002 to allow all eligible voters to vote by mail in Federal elections. Issues Lobbied: Civil Rights, Civil Liberties, Voting Rights, absentee voting. HR 0372 To direct the Federal Trade Commission to revise the regulations regarding the Do-not-call registry to prohibit politically-oriented recorded message telephone calls to telephone numbers listed on that registry Issues Lobbied: First Amendment, free speech, privacy. HR 0800 To amend the National Labor Relations Act to establish an efficient system to enable employees to form, join, or assist labor organizations, to provide for mandatory injunctions for unfair labor practices during organizing efforts, and for other purposes. Issues Lobbied: Labor Rights. HR 0923 To provide for the investigation of certain unsolved civil rights crimes, and for other purposes. Issues Lobbied: Civil Rights, Civil Liberties, Voting Rights, DOJ prosecution of Civil Rights era crimes. HR 0985 To amend title 5, United States Code, to clarify which disclosures of information are protected from prohibited personnel practices; to require a statement in nondisclosure policies, forms, and agreements to the effect that such policies, forms, and agreements are consistent with certain disclosure protections, and for other purposes. Issues Lobbied: National Security, Privacy, Civil Liberties, Protections for National Security Whistleblowers. HR 0985 To amend title 5, United States Code, to clarify which disclosures of information are protected from prohibited personnel practices; to require a statement in nondisclosure policies, forms, and agreements to the effect that such policies, forms, and agreements are consistent with certain disclosure protections, and for other purposes. Issues Lobbied: human rights. HR 1281 To amend title 18, United States Code, to prohibit certain deceptive practices in Federal elections, and for other purposes. Issues Lobbied: Civil Rights, Voting Rights. HR 1338 To amend the Fair Labor Standards Act of 1938 to provide more effective remedies to victims of discrimination in the payment of wages on the basis of sex, and for other purposes. Issues Lobbied: Civil Rights, Civil Liberties, Womens Rights, Employment Discrimination, legislation enhancing the Equal Pay Act. HR 1352 To prohibit the return or other transfer of persons by the United States, for the purpose of detention, interrogation, trial, or otherwise, to countries where torture or other inhuman treatment of persons occurs, and for other purposes. Issues Lobbied: human rights. HR 1383 To amend title 18, United States Code, to provide penalties for the misuse of robocalls. Issues Lobbied: First Amendment, free speech, privacy, censorship. HR 1415 To provide for the effective prosecution of terrorists and guarantee due process rights. Issues Lobbied: human rights. HR 1416 To restore habeas corpus for those detained by the United States and to repeal the prohibition on treaty obligations establishing grounds for certain claims. Issues Lobbied: human rights. HR 1431 To amend title VII of the Civil Rights Act of 1964 to establish provisions with respect to religious accommodation in employment, and for other purposes. Issues Lobbied: civil rights. HR 1889 To require prisons and other correctional facilities holding Federal prisoners under a contract with the Federal Government to make the same information available to the public that Federal prisons and correctional facilities are required to do by law. Issues Lobbied: Civil Liberties. HR 1955 To prevent homegrown terrorism, and for other purposes. Issues Lobbied: National Security, Privacy, Civil Liberties, First Amendment. HR 2015 To prohibit employment discrimination on the basis of sexual orientation or gender identity. Issues Lobbied: civil rights. HR 2102 To maintain the free flow of information to the public by providing conditions for the federally compelled disclosure of information by certain persons connected with the news media. Issues Lobbied: First Amendment, Free Speech, free press, censorship. HR 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. Issues Lobbied: Civil Rights, Civil Liberties, Womens Rights, Employment Discrimination, Legislation responding to the Ledbetter v. Goodyear decision . HR 3013 To provide appropriate protection to attorney-client privileged communications and attorney work product. Issues Lobbied: attorney-client privilege. HR 3189 To establish reasonable procedural protections for the use of national security letters, and for other purposes. Issues Lobbied: National Security, Privacy, Civil Liberties, FBI oversight, National Security Letter Power, Patriot Act Section 215 power. HR 3356 To amend the Foreign Intelligence Surveillance Act of 1978 to establish a procedure for authorizing certain electronic surveillance. Issues Lobbied: National Security, Civil Liberties, Surveillance, Foreign Intelligence Surveillance Act. HR 3547 To increase and enhance law enforcement resources committed to investigation and prosecution of violent gangs, to deter and punish violent gang crime, to protect law-abiding citizens and communities from violent criminals, to revise and enhance criminal penalties for violent crimes, to expand and improve gang prevention programs, and for other purposes. Issues Lobbied: Civil Rights, Criminal Justice, gangs. HR 3773 To amend the Foreign Intelligence Surveillance Act of 1978 to establish a procedure for authorizing certain acquisitions of foreign intelligence, and for other purposes. Issues Lobbied: National Security, Civil Liberties, Surveillance, Foreign Intelligence Surveillance Act. HR 3782 To reiterate the exclusivity of the Foreign Intelligence Surveillance Act of 1978 as the sole authority to permit the conduct of electronic surveillance, to modernize surveillance authorities, and for other purposes. Issues Lobbied: National Security, Civil Liberties, Surveillance, Foreign Intelligence Surveillance Act. HR 3887 To authorize appropriations for fiscal years 2008 through 2011 for the Trafficking Victims Protection Act of 2000, to enhance measures to combat trafficking in persons, and for other purposes. Issues Lobbied: Human Rights. HR 3971 To encourage States to report to the Attorney General certain information regarding the deaths of individuals in the custody of law enforcement agencies, and for other purposes. Issues Lobbied: Civil Rights, Criminal Justice. HR 4114 To modify certain provisions of law relating to torture. Issues Lobbied: human rights. HR 4545 To target cocaine kingpins and address sentencing disparity between crack and powder cocaine. Issues Lobbied: civil rights, criminal justice, sentencing disparities, racial justice, discrimination. HR 4806 To require the Secretary of Homeland Security to develop a strategy to prevent the over-classification of homeland security and other information and to promote the sharing of unclassified homeland security and other information, and for other purposes. Issues Lobbied: National Security, Civil Liberties, Privacy, Open Government, decreasing over-classification. HR 5035 To amend the Controlled Substances Act and the Controlled Substances Import and Export Act to eliminate increased penalties for cocaine offenses where the cocaine involved is cocaine base, to eliminate minimum mandatory penalties for offenses involving cocaine, to use the resulting savings to provide drug treatment and diversion programs for cocaine users, and for other purposes. Issues Lobbied: civil rights, criminal justice, sentencing disparities, racial justice, discrimination. HR 5038 To amend title 18, United States Code, to prevent the election practice known as caging, and for other purposes. Issues Lobbied: Civil Rights, Civil Liberties, Voting Rights, ban on voter caging. HR 5057 To reauthorize the Debbie Smith DNA Backlog Grant Program, and for other purposes. Issues Lobbied: civil rights, criminal justice, privacy, arrestee testing. HR 5353 To establish broadband policy and direct the Federal Communications Commission to conduct a proceeding and public broadband summits to assess competition, consumer protection, and consumer choice issues relating to broadband Internet access services, and for other purposes. Issues Lobbied: first amendment, free speech, censorship, net neutrality. HR 5607 To provide safe, fair, and responsible procedures and standards for resolving claims of state secret privilege. Issues Lobbied: National Security, Civil Liberties, State Secrets Privilege. HR 5803 To direct the Election Assistance Commission to establish a program to make grants to participating States and units of local government which will administer the regularly scheduled general election for Federal office held in November 2008 for carrying out a program to make backup paper ballots available in the case of the failure of a voting system or voting equipment in the election or some other emergency situation, and for other purposes. Issues Lobbied: Civil Rights, Civil Liberties, Voting Rights, paper ballots . HR 5994 To amend the Clayton Act with respect to competitive and nondiscriminatory access to the Internet. Issues Lobbied: first amendment, free speech, censorship, net neutrality. HR 6098 To amend the Homeland Security Act of 2002 to improve the financial assistance provided to State, local, and tribal governments for information sharing activities, and for other purposes. Issues Lobbied: National Security, Civil Liberties, Privacy, Open Government, Fusion Center Funding. HR 6123 To amend title 18, United States Code, with respect to cyberbullying. Issues Lobbied: First Amendment, Free Speech, censorship, civil rights, criminal justice. HR 6143 To make technical corrections to the Pension Protection Act of 2006 relating to the Employee Retirement Income Security Act of 1974, and for other purposes. Issues Lobbied: Civil Liberties. HR 6193 To require the Secretary of Homeland Security to develop and administer policies, procedures, and programs to promote the implementation of the Controlled Unclassified Information Framework applicable to unclassified information that is homeland security information, terrorism information, weapons of mass destruction information and other information within the scope of the information sharing environment established under section 1016 of the Intelligence Reform and Terrorism Prevention Act of 2004 (6 U.S.C. 485), and for other purposes. Issues Lobbied: National Security, Civil Liberties, Privacy, Open Government, controlled but unclassified information. HR 6304 To amend the Foreign Intelligence Surveillance Act of 1978 to establish a procedure for authorizing certain acquisitions of foreign intelligence, and for other purposes. Issues Lobbied: National Security, Civil Liberties, Surveillance, Foreign Intelligence Surveillance Act. HR 6358 To require certain standards and enforcement provisions to prevent child abuse and neglect in residential programs, and for other purposes. Issues Lobbied: Human Rights. HR 6518 To increase public confidence in the justice system and address any unwarranted racial and ethnic disparities in the criminal process. Issues Lobbied: civil rights, criminal justice, racial justice, discrimination. HR 6575 To require the Archivist of the United States to promulgate regulations to prevent the over-classification of information, and for other purposes. Issues Lobbied: National Security, Civil Liberties, Privacy, Open Government, decreasing over-classification. HR 6932 To amend the Fair Housing Act to prevent discrimination relating to the display of religious symbols, and for other purposes. Issues Lobbied: First Amendment, religious liberty, discrimination. HR 7016 To prohibit discrimination against the unborn on the basis of sex or race, and for other purposes. Issues Lobbied: Human Rights. HR 7033 To provide safeguards with respect to the Federal Bureau of Investigation criminal background checks prepared for employment purposes, and for other purposes. Issues Lobbied: civil rights, criminal justice, background checks. HR 7136 To secure the Federal voting rights of persons who have been released from incarceration. Issues Lobbied: Civil Rights, Civil Liberties, Sentencing Reform, Voting Rights, Felon Voting Rights. HR 7227 To encourage States to report to the Attorney General certain information regarding the deaths of individuals in the custody of law enforcement agencies, and for other purposes. Issues Lobbied: Requiring federal detention facilities to report in-custody deaths to the attorney general. HR 7255 To reform immigration detention procedures, and for other purposes. Issues Lobbied: Immigration Detention Conditions. HR 7296 To delay the implementation of agency rules adopted within the final 90 days of the final term a President serves. Issues Lobbied: Due Process. HR 7311 To authorize appropriations for fiscal years 2008 through 2011 for the Trafficking Victims Protection Act of 2000, to enhance measures to combat trafficking in persons, and for other purposes. Issues Lobbied: Human Rights. HR 7322 Making appropriations for the Departments of Commerce and Justice, Science, and Related Agencies for the fiscal year ending September 30, 2009, and for other purposes. Issues Lobbied: Free Speech (restrictions on Legal Services Corporations). HRES 1211 Expressing the sense of the House that the Guidelines on General Crimes, Racketeering Enterprise and Terrorism Enterprise Investigation as modified on May 30, 2002 ("Ashcroft Guidelines") should be rescinded and replaced by the former Guidelines ('Levi guidelines') to protect Americans from domestic Federal Bureau of Investigation spying in the absence of suspected criminal activity Issues Lobbied: National Security, First Amendment, Free speech. S 0020 A bill to prohibit the implementation or enforcement of certain regulations. Issues Lobbied: Civil Liberties. S 0185 A bill to restore habeas corpus for those detained by the United States. Issues Lobbied: human rights. S 0215 A bill to amend the Communications Act of 1934 to ensure net neutrality. Issues Lobbied: Frist Amendment, free speech, censorship, net neutrality. S 0215 A bill to amend the Communications Act of 1934 to ensure net neutrality. Issues Lobbied: Frist Amendment, free speech, censorship, net neutrality. S 0274 A bill to amend chapter 23 of title 5, United States Code, to clarify the disclosures of information protected from prohibited personnel practices, require a statement in nondisclosure policies, forms, and agreements that such policies, forms, and agreements conform with certain disclosure protections, provide certain authority for the Special Counsel, and for other purposes. Issues Lobbied: National Security, Privacy, Civil Liberties, Protections for National Security Whistleblowers. S 0453 A bill to prohibit deceptive practices in Federal elections. Issues Lobbied: Voting Rights. S 0456 A bill to increase and enhance law enforcement resources committed to investigation and prosecution of violent gangs, to deter and punish violent gang crime, to protect law-abiding citizens and communities from violent criminals, to revise and enhance criminal penalties for violent crimes, to expand and improve gang prevention programs, and for other purposes. Issues Lobbied: civil rights, criminal justice, juvenile justice, gangs. S 0766 A bill to amend the Fair Labor Standards Act of 1938 to provide more effective remedies of victims of discrimination in the payment of wages on the basis of sex, and for other purposes. Issues Lobbied: Civil Rights, Civil Liberties, Womens Rights, Employment Discrimination, legislation enhancing the Equal Pay Act. S 1267 A bill to maintain the free flow of information to the public by providing conditions for the federally compelled disclosure of information by certain persons connected with the news media. Issues Lobbied: First Amendment, free speech, censorship, free press, reporters shield. S 1469 A bill to require the closure of the Department of Defense detention facility at Guantanamo Bay, Cuba, and for other purposes. Issues Lobbied: human rights. S 1548 An original bill to authorize appropriations for fiscal year 2008 for military activities of the Department of Defense, to prescribe military personnel strengths for such fiscal year, and for other purposes. Issues Lobbied: human rights. S 1711 A bill to target cocaine kingpins and address sentencing disparity between crack and powder cocaine. Issues Lobbied: civil rights, criminal justice, racial justice, discrimination. S 1780 A bill to require the FCC, in enforcing its regulations concerning the broadcast of indecent programming, to maintain a policy that a single word or image may be considered indecent. Issues Lobbied: First Amendment, free speech, censorship, fleeting explatives. 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. Issues Lobbied: Civil Rights, Civil Liberties, Womens Rights, Employment Discrimination, Legislation responding to the Ledbetter v. Goodyear decision . S 1927 A bill to amend the Foreign Intelligence Surveillance Act of 1978 to provide additional procedures for authorizing certain acquisitions of foreign intelligence information and for other purposes. Issues Lobbied: National Security, Civil Liberties, Surveillance, Foreign Intelligence Surveillance Act. S 1959 A bill to establish the National Commission on the Prevention of Violent Radicalization and Homegrown Terrorism, and for other purposes. Issues Lobbied: National Security, Privacy, Civil Liberties, First Amendment. S 2011 "The Protect America Act of 2007" Issues Lobbied: National Security, Civil Liberties, Surveillance, Foreign Intelligence Surveillance Act. S 2035 A bill to maintain the free flow of information to the public by providing conditions for the federally compelled disclosure of information by certain persons connected with the news media. Issues Lobbied: First Amendment, free speech, censorship, free press, reporters shield. S 2088 A bill to place reasonable limitations on the use of National Security Letters, and for other purposes. Issues Lobbied: National Security, Privacy, Civil Liberties, FBI oversight, National Security Letter Power, Patriot Act Section 215 power. S 2111 A bill to amend the Elementary and Secondary Education Act of 1965 to allow State educational agencies, local educational agencies, and schools to increase implementation of early intervention services, particularly school-wide positive behavior supports. Issues Lobbied: Civil Liberties. S 2248 An original bill to amend the Foreign Intelligence Surveillance Act of 1978, to modernize and streamline the provisions of that Act, and for other purposes. Issues Lobbied: National Security, Civil Liberties, Surveillance, Foreign Intelligence Surveillance Act. S 2533 A bill to enact a safe, fair, and responsible state secrets privilege Act. Issues Lobbied: National Security, Civil Liberties, State Secrets Privilege. S 2624 A bill to regulate political robocalls. Issues Lobbied: Civil Liberties. S 2746 A bill to amend section 552(b)(3) of title 5, United States Code (commonly referred to as the Freedom of Information Act) to provide that statutory exemptions to the disclosure requirements of that Act shall specifically cite to the provision of that Act authorizing such exemptions, to ensure an open and deliberative process in Congress by providing for related legislative proposals to explicitly state such required citations, and for other purposes. Issues Lobbied: National Security, Civil Liberties, Privacy, Open Government, Freedom of Information Act Reform. S 2945 A bill to amend title VII of the Civil Rights Act of 1964, to clarify that a discriminatory compensation decision or other practice occurs on the date on which the aggrieved person knew or should have known that the person was affected by the decision or practice, and for other purposes. Issues Lobbied: Civil Rights, Civil Liberties, Womens Rights, Employment Discrimination. S 2977 A bill to create a Federal cause of action to determine whether defamation exists under United States law in cases in which defamation actions have been brought in foreign courts against United States persons on the basis of publications or speech in the United States. Issues Lobbied: First Amendment. S 3061 A bill to authorize appropriations for fiscal years 2008 through 2011 for the Trafficking Victims Protection Act of 2000, to enhance measures to combat trafficking in persons, and for other purposes. Issues Lobbied: Human Rights. S 3155 A bill to reauthorize and improve the Juvenile Justice and Delinquency Prevention Act of 1974, and for other purposes. Issues Lobbied: civil rights, criminal justice, juvenile justice, gangs. S 3182 An original bill making appropriations for the Departments of Commerce and Justice, science, and related agencies for the fiscal year ending September 30, 2009, and for other purposes. Issues Lobbied: Free Speech (restrictions on Legal Services Corporations). S 3209 A bill to amend title VII of the Civil Rights Act of 1964 to clarify the filing period applicable to charges of discrimination, and for other purposes. Issues Lobbied: Civil Rights, Civil Liberties, Womens Rights, Employment Discrimination. S 3217 A bill to provide appropriate protection to attorney-client privileged communications and attorney work product. Issues Lobbied: civil rights, criminal justice, attorney-client protections. S 3245 A bill to increase public confidence in the justice system and address any unwarranted racial and ethnic disparities in the criminal process. Issues Lobbied: civil rights, criminal justice, racial justice, discrimination. S 3594 A bill to protect United States citizens from unlawful arrest and detention. Issues Lobbied: Immigration Due Process. S 3628 A bill to amend title VII of the Civil Rights Act of 1964 to establish provisions with respect to religious accommodations in employment, and for other purposes. Issues Lobbied: civil rights. S 3640 A bill to secure the Federal voting rights of persons who have been released from incarceration. Issues Lobbied: Civil Rights, Civil Liberties, Sentencing Reform, Voting Rights, Felon Voting Rights. S 3662 An original bill to establish the Controlled Unclassified Information Office, to require policies and procedures for the designation, marking, safeguarding, and dissemination of controlled unclassified information, and for other purposes. Issues Lobbied: National Security, Civil Liberties, Privacy, Open Government, controlled but unclassified information. S 576 A bill to provide for the effective prosecution of terrorists and guarantee due process rights. Issues Lobbied: human rights. SJR 0028 A joint resolution disapproving the rule submitted by the Federal Communications Commission with respect to broadcast media ownership. Issues Lobbied: First Amendment, free speech, censorship, media ownership. Additional Congressional issues lobbied: FBI Background Check legislation, Attorney General Guidelines for FBI Activities, Universal Voter Registration, Voter Confidence and Increased Accessibility Act, Immigration Raids, E-Verify, Public Protection From False or Fraudulent Information and Science Act, Vote Caging bills, Temporary Assistance to Needy Families, Prison Re-entry Work Proposals, Restrictions on Public Advocacy Litigation. Other Issues Lobbied: Department of Defense Issues Lobbied: National Security, Civil Liberties, Separation of Powers, Military Deployment/Posse Comitatus. Department of Homeland Security Issues Lobbied: National Security, Civil Liberties, Privacy, Open Government, Government Spying, Information Sharing, E-Verify, detention conditions, and immigration due process. Department of Justice Issues Lobbied: Executive Order 12333, National Security, Civil Liberties, Privacy, Open Government, Government Spying, Regulation of intelligence agencies, Information Sharing, Department of Justice Civil Rights Division Oversight and Commutations for non-violent crack offenses. Executive Office for Immigration Review Issues Lobbied: improving pro bono representation before the agency. Federal Bureau of Investigations Issues Lobbied: National Security, Privacy, Constitutional rights and Attorney General Guidelines Federal Communications Commission Issues Lobbied: Internet filtering and Expanding use of white spaces and undeveloped areas of the broadcast spectrum. Health and Human Services Issues Lobbied: Refusal Regulation. Department of Housing and Urban Development Issues Lobbied: Streamlining Public Housing. Immigration and Customs Enforcement Issues Lobbied: Immigration detention standards. National Prison Rape Elimination Commission Issues Lobbied: PREC Standards for Lockups, Juvenile and Community Corrections Facilities. Office of the Director of National Intelligence Issues Lobbied: Executive Order 12333, National Security, Civil Liberties, Privacy, Open Government, Government Spying, Regulation of intelligence agencies and Information Sharing. Office of Management and Budget Issues Lobbied: Civil Liberties and Community-Based Abstinence Education Performance Progress Report. Commission on Civil Rights Issues Lobbied: Civil Rights, Civil Liberties, religious discrimination in prisons, felony enfranchisement

Client expense: $341,982 · Firm income: Not reported

Government targets: Defense, Dept of (DOD), Director of National Intelligence (ODNI), Federal Bureau of Investigation (FBI), Federal Communications Commission (FCC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Justice, Dept of (DOJ), Office of Management & Budget (OMB), SENATE, U.S. Commission on Civil Rights, U.S. Immigration & Customs Enforcement (ICE)

Retirement savings legislation. Savings proposals in The President's FY 2009 Budget, Technical Corrections to the Pension Protection Act of 2006, including H.R. 3361, H.R. 6382 and S. 1974, Pension Protection Technical Corrections Act. Proposals related to minimum required distributions, S. 1141/H.R. 2167, Automatic IRA Act, H.R. 1419/S. 819, Public Good IRA Rollover Act, H.R. 3997 Emergency Economic Stabilization Act, H.R. 5160, Small Business Add Value for Employees Act, H.R. 6143, Pension Protection Act ERISA Amendment. H.R. 1424, Emergency Economic Stabilization Act.

Client expense: Not reported · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Future of Retirement Security Pension Protection Act ERISA Amendments of 2008, H.R. 6143 Technical Corrections Related to the Pension Protection Act of 2006, H.R. 6382 Discussions re Pension Funding

Client expense: $260,000 · Firm income: Not reported

Government targets: Agency for Healthcare Research & Quality (AHRQ), Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE

HR 1322 Emergency Retiree Health Benefits Protection Act of 2007 - oppose provisions that would not allow companies to reduce retiree health benefits under ERISA covered group health plans. HR 1322 Emergency Retiree Health Benefits Protection Act of 2007 - oppose provisions that would not allow companies to reduce retiree health benefits under ERISA covered group health plans. HR 2900 Food and Drug Administration Amendments Act of 2007 - Support FDA authority to approve biogeneric drugs. HR 4296 Medicare Electronic Medication and Safety Protection Act of 2007 - Support the bill because it would reduce costly prescription medication errors. HR 6143 Pension Protection Act ERISA Amendments Act of 2008 - Concerning section 105, which prohibits changes, reductions or termination of retiree health benefits once an employee has retired. HR 6331 Medicare Impremovements for Patients and Providers Act of 2008 - Concerning Section 231 as it relates to "e-prescribing," which would reduce costly medical errors. HR 6357 The PRO(TECH) Act of 2008 - Support health information technology because it creates a more transparent consumer friendly health marketplace. S 334 Health Americans Act - Concerning core provisions of the bill that would harm ERISA health plans by proposing a state-by-state approach to comprehensive health care reform. S 1455 National Health Information Technology and Privacy Advancement Act of 2007- Concerning establishment of a health information technology and privacy system. S 1544 Medicare Quality Enhancement Act of 2007 - Support provisions to assist employees in obtaining information on health care services and providers. S 1693 Wired for Health Care Quality Act - Support the benefits of electronic records in reducing errors. S 1695 Biologics Price Competition and Innovation Act of 2007 - To support FDA authority to approve biotech drug products and their "generic follow-on versions." S 2408 Medicare Electronic Medication and Safety Protection Act of 2007 - To support efforts to reduce costly prescription medication errors and improve quality for patients/employees.

Client expense: $3,378,638 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE, Treasury, Dept of

H.R. 2167 - Automatic IRA Act of 2007; entire bill H.R. 2205 - Retirement Security for Life Act of 2007; entire bill H.R. 3185 - Fair Disclosure for Retirement Security Act of 2007; entire bill H.R. 3361 Workers, Retirees, and employees Recovery Act of 2008; provisions relating to required minimum distributions, Pension Protection Act of 2006 technical corrections H.R. 3765 - Defined Contribution Plan Fee Transparency Act of 2007; entire bill H.R. 4150 - Lifetime Pension Annuity for You Act of 2007; entire bill H.R. 5160 The Small Businesses Add Value for Employees Act (SAVE); entire bill H.R. 5543 - Women's Retirement Security Act of 2008; provisions relating to IRAs, DC, and required minimum distribution H.R. 6143 - Pension Protection Act ERISA Amendments of 2008; entire bill H.R. 6382 - Pension Protection Technical Corrections Act of 2008; entire bill S. 708 Health Care and Training for Older Workers; provisions relating to employer benefit programs S. 709 Older Worker Opportunity Act of 2007; provisions relating to retirement savings S. 819 Public Good IRA Rollover Act of 2007; entire bill S. 1010 - Retirement Security for Life Act of 2007; entire bill S. 1141 - Automatic IRA Act of 2007; entire bill S. 1288 - Womens Retirement Security Act of 2007; provisions relating to IRAs, DC, and required minimum distribution S. 1725 Restoring Pension Promises to Workers Act of 2007; entire bill S. 1809 Long Term Care Act; entire bill S. 1974 Pension Protection Technical Corrections Act of 2007; provisions relating to non-spousal rollovers S. 2473 Defined Contribution Fee Disclosure Act; entire bill S. 2794 - Senior Investor Protection Act of 2008; entire bill P.L. 110-458 - Worker, Retiree, and Employer Recovery Act (H.R. 7327); provisions relating to required minimum distributions and Pension Protection Act of 2006 technical corrections

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 3185, 401(k) Fair Disclosure for Retirement Security Act of 2007, All provisions H.R. 3765, Defined Contribution Plan Fee Transparency Act of 2007, All provisions H.R. 2167, Automatic IRA Act of 2007 , All provisions H.R. 2205, Retirement Security for Life Act, All provisions H.R. 6143, Pension Protection Act ERISA Amendments of 2008, All provisions H.R. 3088, Long Term Care Act of 2007, All provisions H.R. 3363, Long-Term Care Affordability and Security Act of 2007, All provisions H.R. 6357, Protecting Records, Optimizing Treatment, and Easing Communication through Healthcare Technology Act of 2008, All provisions H.R.6382, Pension Technical Corrections, All provisions H.R. 3361, Pension Protection Technical Corrections Act of 2008 S. 1010 , Retirement Security for Life Act of 2007, All provisions S. 1141, Automatic IRA Act of 2007, All provisions S. 1725, Restoring Pension Promises to Workers Act, All provisions S. 1974, Pension Protection Technical Correction Act of 2007, All provisions S. 2473, Defined Contribution Fee Disclosure Act of 2007, All provisions [No Bill Number], Annuity Default Distribution Fiduciary Protection [No Bill Number], QDIA Guidance and Clarifications, All provisions [No Bill Number], Defined Benefit Risk Factor [No Bill Number], Section 408(b)(2) Disclosure, DOL Regulation [No Bill Number], Disclosure to Participants, DOL Regulation [No Bill Number], Investment Advice, DOL Regulation [No Bill Number], Defined Benefit Risk Factor, Treasury [No Bill Number], Incentives for Annuities and Guaranteed Lifetime Income in DC Plans, All provisions

Client expense: $1,710,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Executive Office of the President (EOP), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Natl Security Council (NSC), SENATE, State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR)

Retirement savings legislation. Savings proposals in The President's FY 2009 Budget, Technical Corrections to the Pension Protection Act of 2006, including H.R. 3361, H.R. 6382 and S. 1974, Pension Protection Technical Corrections Act. Proposals related to minimum required distributions, S. 1141/H.R. 2167, Automatic IRA Act, H.R. 1419/S. 819, Public Good IRA Rollover Act, H.R. 3997 Emergency Economic Stabilization Act, H.R. 5160, Small Business Add Value for Employees Act, H.R. 6143, Pension Protection Act ERISA Amendment. H.R. 1424, Emergency Economic Stabilization Act.

Client expense: Not reported · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S.3: Medicare Prescription Drug Price Negotiation Act of 2007 S.158: Access to Affordable Health Care Act S. 273: Prescription Drug and Health Improvement Act of 2007 S. 290: Rural Physicians Relief Act of 2007 S. 334: Healthy Americans Act S. 397: Tax Equity and Affordability Act of 2007 S. 498: Rural Medicare Equity Act of 2007 S. 1342: HeLP America Act S. 1605: Craig Thomas Rural Hospital and Provider Equity Act of 2007 S. 1710: Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act, 2008 S. 2785: Save Medicare Act of 2008 S. 2603: Medicare Fraud Prevention Act of 2008 S. 2687: Medicare Beneficiary Protection Act of 2008 S. 2786: Medicare Rural Health Access Improvement Act of 2008 H.R.4: Medicare Prescription Drug Price Negotiation Act of 2007 H.R.15: National Health Insurance Act H.R.118: To amend part D of title XVIII of the Social Security Act to authorize the Secretary of Health and Human Services to negotiate prices for part D covered drugs for Medicare beneficiaries. H.R.205: Medicare Prescription Drug Enrollment Extension Act of 2007 H.R.298: Flexible Spending Accounts Growth and Opportunities Act of 2007 HR 914: Tax Equity and Affordability Act of 2007 H.R. 1651: Rural Health Quality Advisory Commission Act of 2007 HR 2056: Medicare Part D Improvement Act of 2007 HR 2633: HeLP America Act (Introduced in House) HR 2860: Health Care Access and Rural Equity (H-CARE) Act of 2007 HR 3014: Health Equity and Accountability Act of 2007 H.R. 3043: Department of Health and Human Services Appropriations Act, 2008 HR 3163: Healthy Americans HR 4848: To extend for one year parity in the application of certain limits to mental health benefits, and for other purposes HR 1424: Paul Wellstone Mental Health and Addiction Equity Act of 2007 HR 5445: To amend part B of title XVIII of the Social Security Act to increase Medicare payments for physicians' services through December 31, 2009. H.R. 6143: Pension Protection Act ERISA Amendments of 2008 H.R. 6382: Pension Protection Technical Corrections Act of 2008 H.R. 7242: Pension Protection Act IRC Amendments of 2008

Client expense: $2,095,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R.2: To amend the Fair Labor Standards Act of 1938 to provide for an increase in the Federal minimum wage. H.R.19: To require employers to conduct employment eligibility verification. H.R.493: To prohibit discrimination on the basis of genetic information with respect to health insurance and employment. H.R.697: To preserve and protect the free choice of individual employees to form, join, or assist labor organizations, or to refrain from such activities. H.R.1369: To amend the Family and Medical Leave Act of 1993 to expand the scope of the Act, and for other purposes. H.R.1542: To provide for paid sick leave to ensure that Americans can address their own health needs and the health needs of their families. H.R.1644: To amend the National Labor Relations Act to clarify the definition of "supervisor" for purposes of such Act. H.R. 2670: To amend the National Labor Relations Act to protect employer rights. H.R.2792: To amend the Family and Medical Leave Act of 1993 to permit leave to care for a same-sex spouse, domestic partner, parent-in-law, adult child, sibling, or grandparent who has a serious health condition. H.R. 4301: to permit employees to request, and to ensure employers consider requests for, flexible work terms and conditions. H.R.5718: to provide that 8 of the 12 weeks of parental leave made available to a federal employee shall be paid leave, and for other purposes. H.R.6029: to amend the Family and Medical Leave Act of 1993 to eliminate an hours of service requirement for benefits under that law. H.R.6111:to amend the Fair Labor Standards Act to require employers to keep records of non-employees who perform labor or services for remuneration and to provide a special penalty for employers who misclassify employees as non-employees, and for other purposes. H.R.6142: To amend title I of the Employee Retirement Income Security Act of 1974 to provide, in the case of an employee welfare benefit plan providing benefits in the event of disability, an exemption from preemption under such title for State tort actions to recover damages arising from the failure of the plan to timely provide such benefits. H.R.6143: To make technical corrections to the Pension Protection Act of 2006 relating to the Employee Retirement Income Security Act of 1974, and for other purposes. H.R. 6477: to repeal a limitation in the Labor-Management Relations Act regarding requirements for labor organization membership as a condition of employment. H.R. 7233: to amend the Family and Medical Leave Act of 1993 to allow employees to take, as additional leave, parental involvement leave to participate in or attend their children's and grandchildren's educational and extracurricular activities and to clarify that leave may be taken for routine family medical needs and to assist elderly relatives, and for other purposes. S.358: A bill to prohibit discrimination on the basis of genetic information with respect to health insurance and employment. S.555: A bill to amend the Internal Revenue Code of 1986 to allow small businesses to set up simple cafeteria plans to provide nontaxable employee benefits to their employees, to make changes in the requirements for cafeteria plans, flexible spending accounts, and benefits provided under such plans or accounts, and for other purposes. S.910: A bill to provide for paid sick leave to ensure that Americans can address their own health needs and the health needs of their families. S.1041: A bill to amend the National Labor Relations Act to establish an efficient system to enable employees to form, join, or assist labor organizations, to provide for mandatory injunctions for unfair labor practices during organizing efforts, and for other purposes. S.1301: To preserve and protect the free choice of individual employees to form, join, or assist labor organizations, or to refrain from such activities; read the first time. S.1312: To amend the National Labor Relations Act to ensure the right of employees to a secret-ballot election conducted by the National Labor Relations Board. S.1570: To amend the National Labor Relations Act to protect employer rights. S.2419: to permit employees to request, and to ensure employers consider requests for, flexible work terms and conditions. S.2933: to improve the employability of older Americans.

Client expense: $515,000 · Firm income: Not reported

Government targets: Centers For Medicare and Medicaid Services (CMS), Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, State, Dept of (DOS), Treasury, Dept of, U.S. Trade & Development Agency (USTDA), U.S. Trade Representative (USTR)

S. 819/ H.R. 1419 (Public Good IRA Rollover Act of 2007); S. 1141/ H.R. 2167 (Automatic IRA Act of 2007); S. 1010/ H.R. 2205 (Retirement Security for Life Act of 2007); S. 2 (Fair Minimum Wage Act of 2007); S. 1725 (Restoring Pension Promises to Workers Act); S. 1288 (Women's Retirement Security Act of 2007); H.R. 2669 (College Cost Reduction Act of 2007); H.R. 2831 (Ledbetter Fair Pay Act of 2007); Pension technicals; Fee disclosure and transparency; Small business pension coverage; Pension Protection Act implementation (investment advice); Wrap fee revenue ruling request; 529 plan regulatory project; Proposed regulation on Sec. 408(b)(2) of ERISA; RFI on disclosure to participants; Form 5500 revisions; H.R. 3923 (Offshore Deferred Compensation Act of 2007); S. 2199 (Offshore Deferred Compensation Act of 2007); S. 2473 (Defined Contribution Fee Disclosure Act of 2007); H.R. 3185 (The 401(K) Fair Disclosure for Retirement Security Act of 2007); H.R. 5160 (Save Act of 2008); H.R. 3765 (Defined Contribution Plan Fee Transparency Act of 2007); S. 2794 (Senior Investor Protection Act of 2008); H.R. 6143 (Pension Protection ERISA Amendments of 2008); Auction Rate Securities/IRA Exemption; H.R. 7327 (Worker, Retiree and Employer Recovery Act of 2008).

Client expense: $1,320,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Education, Dept of, Executive Office of the President (EOP), Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Economic Council (NEC), Natl Security Council (NSC), Office of Thrift Supervision (OTS), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office

See Addendum S. 1010, Retirement Security for Life Act of 2007. S. 1141, Automatic IRA Act of 2007. S. 1288, Womens Retirement Security Act of 2007. S. 1725, "Restoring Pension Promises to Workers Act". S. 1974, "Pension Protection Technical Corrections Act of 2007". S. 2473, "Defined Contribution Fee Disclosure Act of 2007". S. 3278, "No Participant Loans from a Debit Card". H.R. 2167, Automatic IRA Act of 2007 (H.R. 2167, S. 1141). H.R. 2205, Retirement Security for Life Act of 2007. H.R. 2683, "Pension Security Act of 2007". H.R. 3185, "401(k) Fair Disclosure for Retirement Security Act of 2007". Rep Andrews Amendement to H.R. 3185, "The Fair Disclosure for Retirement Security Act" (4/15/08). H.R. 3361, "Pension Protection Technical Corrections Act of 2007". H.R. 3765, "The Defined Contribution Fee Transparency Act of 2007". H.R. 3868, Bill to delay the PPA defined benefit funding rules for one year. H.R. 5160, "Small Business Add Vaue for Employees Act of 2008". H.R. 6143, "The Pension Protection Act ERISA Amendments of 2008". H.R. 6382, "Pension Protection Technical Corrections Act of 2008". H.R. 6708, "No Participant Loans from a Debit Card". H.R. 7327, "The worker, Retiree and Employer Recovery Act of 2008". DOL Final Regulations and Revisions to the 2007 Form 5500 Annual Return/Report, 72 F.R. 64710-64730 (11/16/07). DOL Final Rule and Regulation (Section 2550.404-4) on Safest Available Annuity 73 F.R. 58447-58540 (10/7/08). DOL Proposed Rule, Reasonable Contracts or Arrangements under Section 408(b)(2) - Fee Disclosure, 72 F.R. 70988-71005 (12/13/07). DOL Proposed Regulation on Provision of Investment Advice and DOL Proposed Class Exemption for Provision of Investment Advice, Prop. DOL Reg. Sec. 2550.404a-5 and 2550.404c-1, 73 F.R. 43039 and 43043 (7/23/08). Proposed Amendment to H.R. 3361, proposed Pension Protection Act Defined Benefit Funding Relief provisions (S.Baucus 11/20/08). Request to the Treasury Department and IRS on the application of the backloading accrual rules to hybrid pension plan conversions. IRS Revenue Ruling 2008-07, "Guidance on Backloading Rules". IRS Revenue Ruling 2008-45, "Transfer of Pension Plan Sponsorship".

Client expense: $1,030,000 · Firm income: Not reported

Government targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office

H.R. 5160, Small Business Add Value for Employers Act of 2008; H.R. 6143, The Pension Protection Act - ERISA Amendments of 2008; H.R. 3361, Pension Protection Technical Corrections Act of 2008.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of

See attachment. RET Fourth Quarter Report 2008 H.R. 46 - Small Business Tax Fairness and Simplification Act. Issue: Long Term Care permitted to be offered in cafeteria plans and FSA. H.R. 1424 Emergency Economic Stabilization Act of 2008. Issue: executive com restrictions and 401(k) asset recovery. H.R. 2205/ S 1010 Retirement Security for Life Act. Issue:Tax Incentive for Non Qualified Annuities H.R. 2419 Farm Bill Extension Act. Issue: Roth treatment for 457 contracts. H.R. 2831 Lilly Ledbetter Fair Pay Act. Issue: civil penalty impact on retirement plans. H.R. 2582 Qualified Long-Term Care Fairness Act of 2007. Issue: above the line deduction for LTC. H.R. 3185, the 401(k) Fair Disclosure for Retirement Security Act of 2007. Issue: Retirement plan fee disclosure. H.R. 3361 -To make technical corrections related to the Pension Protection Act of 2006. Issue: technical corrections to PPA. H.R. 3997 Defenders of Freedom Tax Act/ Heroes Earnings Assistance and Relief Act. Issue: military access to retirement monies. H.R. 5160 Small Business Add Value for Employees Act of 2008. Issue: expand pension coverage. H.R. 5559 The Long Term Care and Retirement Security Act of 2008. Issue: LTC in cafeteria and FSA and above the line deductions for LTC premiums. H.R. 6143 Pension Protection Act ERISA Amendments of 2008. Issue: Retirement plan modifications. H.R. 6237 The Tax Relief for Long Term Care Act of 2008. Issue: tax credit for LTC insurance premiums. H.R. 6357 Protecting Records, Optimizing Treatments, and Easing Communications Through Healthcare Technology Act of 2008 (ProTECHt Act) H.R. 6382 Pension Protection Act Technical Corrections. Issue: Retirement plan modifications H.R. 7242 Pension Protection Act IRC Amendments of 2008. Issue: LTC and annuity clarification; Tax free exchange provisions for LTC. H.R. 7327 Worker, Retiree and Employer Recovery Act. Issue: Retirement plan modification H. Con Res 431 Supporting the Goals and Ideals of a Long Term Awareness Week. Issue: LTC. S. 158 - Access to Affordable Health Care Act. Issue: above the line deduction for long term care insurance. S. 555 - Simple Cafeteria Plan Act. Issue: Long term care insurance permitted to be offered in cafeteria plans and FSA. S. 1087 Fair Pay Act. Issue: civil penalty impact on retirement plans. S. 1288 - Women's Retirement Act of 2007. Issue: federal tax treatment of annuities. S. 1693 The Wired for Healthcare Quality Act. Issue: affects of LTC ERISA preemption. S. 1758 Community Living Assistance Services and Supports Act. Issue: reform of LTC financing. S. 1809/ H.R. 3088 Long-Term Care Act of 2007. Issue: distributions from retirement plans should not be included in gross income if used to pay for LTC premiums. S.1974- the Pension Protection Technical Corrections Act of 2007. Issue: technical corrections to PPA. S. 2121 Caregiver Assistance and Relief Effort Act of 2007. Issue: above the line deduction for LTC. S. 2337/H.R. 3363 Long Term Care Affordability and Security Act of 2007. Issue: allows long term care insurance to be offered in employer sponsored cafeteria plans and FSA. S. 2473 Defined Contribution Fee Disclosure Act. Issue: retirement plan fee disclosure. S. 2794 The Senior Investor Protection Act of 2008. Issue: sales to seniors of annuity products. S. 3278/ HR 6708 - A bill which would limit the use of 401(k) debit cards and limit withdrawals from 401(k) plans. Issue: limit of withdrawals on retirement plans. S. 3327 Empowered at Home Act of 2008. Issue: Allows above the line tax deduction for LTC premiums. Allows LTC to be offered in cafeteria/ FSA plans. S. 3952 - Automatic IRA Act of 2007. Issue: expand pension coverage.

Client expense: $1,700,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S. 1206 and H.R. 6143

Client expense: Not reported · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

HJR 0079 Disapproving the rule submitted by the Federal Communications Commission with respect to broadcast media ownership. Issues Lobbied: First Amendment, Free Speech, Media Ownership. HR 0248 To direct the Federal Trade Commission to revise the regulations regarding the Do-not-call registry to prohibit politically-oriented recorded message telephone calls to telephone numbers listed on that registry. Issues Lobbied: First Amendment, free speech, privacy. HR 0281 To amend the Help America Vote Act of 2002 to allow all eligible voters to vote by mail in Federal elections. Issues Lobbied: Civil Rights, Civil Liberties, Voting Rights, absentee voting. HR 0372 To direct the Federal Trade Commission to revise the regulations regarding the Do-not-call registry to prohibit politically-oriented recorded message telephone calls to telephone numbers listed on that registry Issues Lobbied: First Amendment, free speech, privacy. HR 0800 To amend the National Labor Relations Act to establish an efficient system to enable employees to form, join, or assist labor organizations, to provide for mandatory injunctions for unfair labor practices during organizing efforts, and for other purposes. Issues Lobbied: Labor Rights. HR 0923 To provide for the investigation of certain unsolved civil rights crimes, and for other purposes. Issues Lobbied: Civil Rights, Civil Liberties, Voting Rights, DOJ prosecution of Civil Rights era crimes. HR 0985 To amend title 5, United States Code, to clarify which disclosures of information are protected from prohibited personnel practices; to require a statement in nondisclosure policies, forms, and agreements to the effect that such policies, forms, and agreements are consistent with certain disclosure protections, and for other purposes. Issues Lobbied: National Security, Privacy, Civil Liberties, Protections for National Security Whistleblowers. HR 0985 To amend title 5, United States Code, to clarify which disclosures of information are protected from prohibited personnel practices; to require a statement in nondisclosure policies, forms, and agreements to the effect that such policies, forms, and agreements are consistent with certain disclosure protections, and for other purposes. Issues Lobbied: human rights. HR 1281 To amend title 18, United States Code, to prohibit certain deceptive practices in Federal elections, and for other purposes. Issues Lobbied: Civil Rights, Voting Rights. HR 1338 To amend the Fair Labor Standards Act of 1938 to provide more effective remedies to victims of discrimination in the payment of wages on the basis of sex, and for other purposes. Issues Lobbied: Civil Rights, Civil Liberties, Womens Rights, Employment Discrimination, legislation enhancing the Equal Pay Act. HR 1352 To prohibit the return or other transfer of persons by the United States, for the purpose of detention, interrogation, trial, or otherwise, to countries where torture or other inhuman treatment of persons occurs, and for other purposes. Issues Lobbied: human rights. HR 1383 To amend title 18, United States Code, to provide penalties for the misuse of robocalls. Issues Lobbied: First Amendment, free speech, privacy, censorship. HR 1415 To provide for the effective prosecution of terrorists and guarantee due process rights. Issues Lobbied: human rights. HR 1416 To restore habeas corpus for those detained by the United States and to repeal the prohibition on treaty obligations establishing grounds for certain claims. Issues Lobbied: human rights. HR 1431 To amend title VII of the Civil Rights Act of 1964 to establish provisions with respect to religious accommodation in employment, and for other purposes. Issues Lobbied: civil rights. HR 1889 To require prisons and other correctional facilities holding Federal prisoners under a contract with the Federal Government to make the same information available to the public that Federal prisons and correctional facilities are required to do by law. Issues Lobbied: Civil Liberties. HR 1955 To prevent homegrown terrorism, and for other purposes. Issues Lobbied: National Security, Privacy, Civil Liberties, First Amendment. HR 2015 To prohibit employment discrimination on the basis of sexual orientation or gender identity. Issues Lobbied: civil rights. HR 2102 To maintain the free flow of information to the public by providing conditions for the federally compelled disclosure of information by certain persons connected with the news media. Issues Lobbied: First Amendment, Free Speech, free press, censorship. HR 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. Issues Lobbied: Civil Rights, Civil Liberties, Womens Rights, Employment Discrimination, Legislation responding to the Ledbetter v. Goodyear decision . HR 3013 To provide appropriate protection to attorney-client privileged communications and attorney work product. Issues Lobbied: attorney-client privilege. HR 3189 To establish reasonable procedural protections for the use of national security letters, and for other purposes. Issues Lobbied: National Security, Privacy, Civil Liberties, FBI oversight, National Security Letter Power, Patriot Act Section 215 power. HR 3356 To amend the Foreign Intelligence Surveillance Act of 1978 to establish a procedure for authorizing certain electronic surveillance. Issues Lobbied: National Security, Civil Liberties, Surveillance, Foreign Intelligence Surveillance Act. HR 3547 To increase and enhance law enforcement resources committed to investigation and prosecution of violent gangs, to deter and punish violent gang crime, to protect law-abiding citizens and communities from violent criminals, to revise and enhance criminal penalties for violent crimes, to expand and improve gang prevention programs, and for other purposes. Issues Lobbied: Civil Rights, Criminal Justice, gangs. HR 3773 To amend the Foreign Intelligence Surveillance Act of 1978 to establish a procedure for authorizing certain acquisitions of foreign intelligence, and for other purposes. Issues Lobbied: National Security, Civil Liberties, Surveillance, Foreign Intelligence Surveillance Act. HR 3782 To reiterate the exclusivity of the Foreign Intelligence Surveillance Act of 1978 as the sole authority to permit the conduct of electronic surveillance, to modernize surveillance authorities, and for other purposes. Issues Lobbied: National Security, Civil Liberties, Surveillance, Foreign Intelligence Surveillance Act. HR 3887 To authorize appropriations for fiscal years 2008 through 2011 for the Trafficking Victims Protection Act of 2000, to enhance measures to combat trafficking in persons, and for other purposes. Issues Lobbied: Human Rights. HR 3971 To encourage States to report to the Attorney General certain information regarding the deaths of individuals in the custody of law enforcement agencies, and for other purposes. Issues Lobbied: Civil Rights, Criminal Justice. HR 4114 To modify certain provisions of law relating to torture. Issues Lobbied: human rights. HR 4545 To target cocaine kingpins and address sentencing disparity between crack and powder cocaine. Issues Lobbied: civil rights, criminal justice, sentencing disparities, racial justice, discrimination. HR 4806 To require the Secretary of Homeland Security to develop a strategy to prevent the over-classification of homeland security and other information and to promote the sharing of unclassified homeland security and other information, and for other purposes. Issues Lobbied: National Security, Civil Liberties, Privacy, Open Government, decreasing over-classification. HR 5035 To amend the Controlled Substances Act and the Controlled Substances Import and Export Act to eliminate increased penalties for cocaine offenses where the cocaine involved is cocaine base, to eliminate minimum mandatory penalties for offenses involving cocaine, to use the resulting savings to provide drug treatment and diversion programs for cocaine users, and for other purposes. Issues Lobbied: civil rights, criminal justice, sentencing disparities, racial justice, discrimination. HR 5038 To amend title 18, United States Code, to prevent the election practice known as caging, and for other purposes. Issues Lobbied: Civil Rights, Civil Liberties, Voting Rights, ban on voter caging. HR 5057 To reauthorize the Debbie Smith DNA Backlog Grant Program, and for other purposes. Issues Lobbied: civil rights, criminal justice, privacy, arrestee testing. HR 5353 To establish broadband policy and direct the Federal Communications Commission to conduct a proceeding and public broadband summits to assess competition, consumer protection, and consumer choice issues relating to broadband Internet access services, and for other purposes. Issues Lobbied: first amendment, free speech, censorship, net neutrality. HR 5607 To provide safe, fair, and responsible procedures and standards for resolving claims of state secret privilege. Issues Lobbied: National Security, Civil Liberties, State Secrets Privilege. HR 5803 To direct the Election Assistance Commission to establish a program to make grants to participating States and units of local government which will administer the regularly scheduled general election for Federal office held in November 2008 for carrying out a program to make backup paper ballots available in the case of the failure of a voting system or voting equipment in the election or some other emergency situation, and for other purposes. Issues Lobbied: Civil Rights, Civil Liberties, Voting Rights, paper ballots . HR 5994 To amend the Clayton Act with respect to competitive and nondiscriminatory access to the Internet. Issues Lobbied: first amendment, free speech, censorship, net neutrality. HR 6098 To amend the Homeland Security Act of 2002 to improve the financial assistance provided to State, local, and tribal governments for information sharing activities, and for other purposes. Issues Lobbied: National Security, Civil Liberties, Privacy, Open Government, Fusion Center Funding. HR 6123 To amend title 18, United States Code, with respect to cyberbullying. Issues Lobbied: First Amendment, Free Speech, censorship, civil rights, criminal justice. HR 6143 To make technical corrections to the Pension Protection Act of 2006 relating to the Employee Retirement Income Security Act of 1974, and for other purposes. Issues Lobbied: Civil Liberties. HR 6193 To require the Secretary of Homeland Security to develop and administer policies, procedures, and programs to promote the implementation of the Controlled Unclassified Information Framework applicable to unclassified information that is homeland security information, terrorism information, weapons of mass destruction information and other information within the scope of the information sharing environment established under section 1016 of the Intelligence Reform and Terrorism Prevention Act of 2004 (6 U.S.C. 485), and for other purposes. Issues Lobbied: National Security, Civil Liberties, Privacy, Open Government, controlled but unclassified information. HR 6304 To amend the Foreign Intelligence Surveillance Act of 1978 to establish a procedure for authorizing certain acquisitions of foreign intelligence, and for other purposes. Issues Lobbied: National Security, Civil Liberties, Surveillance, Foreign Intelligence Surveillance Act. HR 6358 To require certain standards and enforcement provisions to prevent child abuse and neglect in residential programs, and for other purposes. Issues Lobbied: Human Rights. HR 6518 To increase public confidence in the justice system and address any unwarranted racial and ethnic disparities in the criminal process. Issues Lobbied: civil rights, criminal justice, racial justice, discrimination. HR 6575 To require the Archivist of the United States to promulgate regulations to prevent the over-classification of information, and for other purposes. Issues Lobbied: National Security, Civil Liberties, Privacy, Open Government, decreasing over-classification. HR 6932 To amend the Fair Housing Act to prevent discrimination relating to the display of religious symbols, and for other purposes. Issues Lobbied: First Amendment, religious liberty, discrimination. HR 7016 To prohibit discrimination against the unborn on the basis of sex or race, and for other purposes. Issues Lobbied: Human Rights. HR 7033 To provide safeguards with respect to the Federal Bureau of Investigation criminal background checks prepared for employment purposes, and for other purposes. Issues Lobbied: civil rights, criminal justice, background checks. HR 7136 To secure the Federal voting rights of persons who have been released from incarceration. Issues Lobbied: Civil Rights, Civil Liberties, Sentencing Reform, Voting Rights, Felon Voting Rights. HR 7227 To encourage States to report to the Attorney General certain information regarding the deaths of individuals in the custody of law enforcement agencies, and for other purposes. Issues Lobbied: Requiring federal detention facilities to report in-custody deaths to the attorney general. HR 7255 To reform immigration detention procedures, and for other purposes. Issues Lobbied: Immigration Detention Conditions. HR 7296 To delay the implementation of agency rules adopted within the final 90 days of the final term a President serves. Issues Lobbied: Due Process. HR 7311 To authorize appropriations for fiscal years 2008 through 2011 for the Trafficking Victims Protection Act of 2000, to enhance measures to combat trafficking in persons, and for other purposes. Issues Lobbied: Human Rights. HR 7322 Making appropriations for the Departments of Commerce and Justice, Science, and Related Agencies for the fiscal year ending September 30, 2009, and for other purposes. Issues Lobbied: Free Speech (restrictions on Legal Services Corporations). HRES 1211 Expressing the sense of the House that the Guidelines on General Crimes, Racketeering Enterprise and Terrorism Enterprise Investigation as modified on May 30, 2002 ("Ashcroft Guidelines") should be rescinded and replaced by the former Guidelines ('Levi guidelines') to protect Americans from domestic Federal Bureau of Investigation spying in the absence of suspected criminal activity Issues Lobbied: National Security, First Amendment, Free speech. S 0020 A bill to prohibit the implementation or enforcement of certain regulations. Issues Lobbied: Civil Liberties. S 0185 A bill to restore habeas corpus for those detained by the United States. Issues Lobbied: human rights. S 0215 A bill to amend the Communications Act of 1934 to ensure net neutrality. Issues Lobbied: Frist Amendment, free speech, censorship, net neutrality. S 0215 A bill to amend the Communications Act of 1934 to ensure net neutrality. Issues Lobbied: Frist Amendment, free speech, censorship, net neutrality. S 0274 A bill to amend chapter 23 of title 5, United States Code, to clarify the disclosures of information protected from prohibited personnel practices, require a statement in nondisclosure policies, forms, and agreements that such policies, forms, and agreements conform with certain disclosure protections, provide certain authority for the Special Counsel, and for other purposes. Issues Lobbied: National Security, Privacy, Civil Liberties, Protections for National Security Whistleblowers. S 0453 A bill to prohibit deceptive practices in Federal elections. Issues Lobbied: Voting Rights. S 0456 A bill to increase and enhance law enforcement resources committed to investigation and prosecution of violent gangs, to deter and punish violent gang crime, to protect law-abiding citizens and communities from violent criminals, to revise and enhance criminal penalties for violent crimes, to expand and improve gang prevention programs, and for other purposes. Issues Lobbied: civil rights, criminal justice, juvenile justice, gangs. S 0766 A bill to amend the Fair Labor Standards Act of 1938 to provide more effective remedies of victims of discrimination in the payment of wages on the basis of sex, and for other purposes. Issues Lobbied: Civil Rights, Civil Liberties, Womens Rights, Employment Discrimination, legislation enhancing the Equal Pay Act. S 1267 A bill to maintain the free flow of information to the public by providing conditions for the federally compelled disclosure of information by certain persons connected with the news media. Issues Lobbied: First Amendment, free speech, censorship, free press, reporters shield. S 1469 A bill to require the closure of the Department of Defense detention facility at Guantanamo Bay, Cuba, and for other purposes. Issues Lobbied: human rights. S 1548 An original bill to authorize appropriations for fiscal year 2008 for military activities of the Department of Defense, to prescribe military personnel strengths for such fiscal year, and for other purposes. Issues Lobbied: human rights. S 1711 A bill to target cocaine kingpins and address sentencing disparity between crack and powder cocaine. Issues Lobbied: civil rights, criminal justice, racial justice, discrimination. S 1780 A bill to require the FCC, in enforcing its regulations concerning the broadcast of indecent programming, to maintain a policy that a single word or image may be considered indecent. Issues Lobbied: First Amendment, free speech, censorship, fleeting explatives. 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. Issues Lobbied: Civil Rights, Civil Liberties, Womens Rights, Employment Discrimination, Legislation responding to the Ledbetter v. Goodyear decision . S 1927 A bill to amend the Foreign Intelligence Surveillance Act of 1978 to provide additional procedures for authorizing certain acquisitions of foreign intelligence information and for other purposes. Issues Lobbied: National Security, Civil Liberties, Surveillance, Foreign Intelligence Surveillance Act. S 1959 A bill to establish the National Commission on the Prevention of Violent Radicalization and Homegrown Terrorism, and for other purposes. Issues Lobbied: National Security, Privacy, Civil Liberties, First Amendment. S 2011 "The Protect America Act of 2007" Issues Lobbied: National Security, Civil Liberties, Surveillance, Foreign Intelligence Surveillance Act. S 2035 A bill to maintain the free flow of information to the public by providing conditions for the federally compelled disclosure of information by certain persons connected with the news media. Issues Lobbied: First Amendment, free speech, censorship, free press, reporters shield. S 2088 A bill to place reasonable limitations on the use of National Security Letters, and for other purposes. Issues Lobbied: National Security, Privacy, Civil Liberties, FBI oversight, National Security Letter Power, Patriot Act Section 215 power. S 2111 A bill to amend the Elementary and Secondary Education Act of 1965 to allow State educational agencies, local educational agencies, and schools to increase implementation of early intervention services, particularly school-wide positive behavior supports. Issues Lobbied: Civil Liberties. S 2248 An original bill to amend the Foreign Intelligence Surveillance Act of 1978, to modernize and streamline the provisions of that Act, and for other purposes. Issues Lobbied: National Security, Civil Liberties, Surveillance, Foreign Intelligence Surveillance Act. S 2533 A bill to enact a safe, fair, and responsible state secrets privilege Act. Issues Lobbied: National Security, Civil Liberties, State Secrets Privilege. S 2624 A bill to regulate political robocalls. Issues Lobbied: Civil Liberties. S 2746 A bill to amend section 552(b)(3) of title 5, United States Code (commonly referred to as the Freedom of Information Act) to provide that statutory exemptions to the disclosure requirements of that Act shall specifically cite to the provision of that Act authorizing such exemptions, to ensure an open and deliberative process in Congress by providing for related legislative proposals to explicitly state such required citations, and for other purposes. Issues Lobbied: National Security, Civil Liberties, Privacy, Open Government, Freedom of Information Act Reform. S 2945 A bill to amend title VII of the Civil Rights Act of 1964, to clarify that a discriminatory compensation decision or other practice occurs on the date on which the aggrieved person knew or should have known that the person was affected by the decision or practice, and for other purposes. Issues Lobbied: Civil Rights, Civil Liberties, Womens Rights, Employment Discrimination. S 2977 A bill to create a Federal cause of action to determine whether defamation exists under United States law in cases in which defamation actions have been brought in foreign courts against United States persons on the basis of publications or speech in the United States. Issues Lobbied: First Amendment. S 3061 A bill to authorize appropriations for fiscal years 2008 through 2011 for the Trafficking Victims Protection Act of 2000, to enhance measures to combat trafficking in persons, and for other purposes. Issues Lobbied: Human Rights. S 3155 A bill to reauthorize and improve the Juvenile Justice and Delinquency Prevention Act of 1974, and for other purposes. Issues Lobbied: civil rights, criminal justice, juvenile justice, gangs. S 3182 An original bill making appropriations for the Departments of Commerce and Justice, science, and related agencies for the fiscal year ending September 30, 2009, and for other purposes. Issues Lobbied: Free Speech (restrictions on Legal Services Corporations). S 3209 A bill to amend title VII of the Civil Rights Act of 1964 to clarify the filing period applicable to charges of discrimination, and for other purposes. Issues Lobbied: Civil Rights, Civil Liberties, Womens Rights, Employment Discrimination. S 3217 A bill to provide appropriate protection to attorney-client privileged communications and attorney work product. Issues Lobbied: civil rights, criminal justice, attorney-client protections. S 3245 A bill to increase public confidence in the justice system and address any unwarranted racial and ethnic disparities in the criminal process. Issues Lobbied: civil rights, criminal justice, racial justice, discrimination. S 3594 A bill to protect United States citizens from unlawful arrest and detention. Issues Lobbied: Immigration Due Process. S 3628 A bill to amend title VII of the Civil Rights Act of 1964 to establish provisions with respect to religious accommodations in employment, and for other purposes. Issues Lobbied: civil rights. S 3640 A bill to secure the Federal voting rights of persons who have been released from incarceration. Issues Lobbied: Civil Rights, Civil Liberties, Sentencing Reform, Voting Rights, Felon Voting Rights. S 3662 An original bill to establish the Controlled Unclassified Information Office, to require policies and procedures for the designation, marking, safeguarding, and dissemination of controlled unclassified information, and for other purposes. Issues Lobbied: National Security, Civil Liberties, Privacy, Open Government, controlled but unclassified information. S 576 A bill to provide for the effective prosecution of terrorists and guarantee due process rights. Issues Lobbied: human rights. SJR 0028 A joint resolution disapproving the rule submitted by the Federal Communications Commission with respect to broadcast media ownership. Issues Lobbied: First Amendment, free speech, censorship, media ownership. Additional Congressional issues lobbied: FBI Background Check legislation, Attorney General Guidelines for FBI Activities, Universal Voter Registration, Voter Confidence and Increased Accessibility Act, Immigration Raids, E-Verify, Public Protection From False or Fraudulent Information and Science Act, Vote Caging bills, Temporary Assistance to Needy Families, Prison Re-entry Work Proposals, Restrictions on Public Advocacy Litigation. Other Issues lobbied: Department of Defense Issues Lobbied: National Security, Civil Liberties, Separation of Powers, Military Deployment/Posse Comitatus. Department of Homeland Security Issues Lobbied: National Security, Civil Liberties, Privacy, Open Government, Government Spying, Information Sharing, E-Verify, detention conditions, and immigration due process. Department of Justice Issues Lobbied: Executive Order 12333, National Security, Civil Liberties, Privacy, Open Government, Government Spying, Regulation of intelligence agencies, Information Sharing, Department of Justice Civil Rights Division Oversight and Commutations for non-violent crack offenses. Executive Office for Immigration Review Issues Lobbied: improving pro bono representation before the agency. Federal Bureau of Investigations Issues Lobbied: National Security, Privacy, Constitutional rights and Attorney General Guidelines. Federal Communications Commission Issues Lobbied: Internet filtering and Expanding use of white spaces and undeveloped areas of the broadcast spectrum. Health and Human Services Issues Lobbied: Refusal Regulation. Department of Housing and Urban Development Issues Lobbied: Streamlining Public Housing. Immigration and Customs Enforcement Issues Lobbied: Immigration detention standards. National Prison Rape Elimination Commission Issues Lobbied: PREC Standards for Lockups, Juvenile and Community Corrections Facilities. Office of the Director of National Intelligence Issues Lobbied: Executive Order 12333, National Security, Civil Liberties, Privacy, Open Government, Government Spying, Regulation of intelligence agencies and Information Sharing Office of Management and Budget Issues Lobbied: Civil Liberties and Community-Based Abstinence Education Performance Progress Report. Commission on Civil Rights Issues Lobbied: Civil Rights, Civil Liberties, religious discrimination in prisons, felony enfranchisement

Client expense: $341,982 · Firm income: Not reported

Government targets: Defense, Dept of (DOD), Director of National Intelligence (ODNI), Federal Bureau of Investigation (FBI), Federal Communications Commission (FCC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Justice, Dept of (DOJ), Office of Management & Budget (OMB), SENATE, U.S. Commission on Civil Rights, U.S. Immigration & Customs Enforcement (ICE)

Proposals making technical corrections to The Pension Protection Act of 2006, including H.R. 3361, H.R. 6382, S. 1974, The Pension Protection Technical Corrections Act, H.R. 6143, Pension Protection Act ERISA Amendments, and H.R. 7327, The Worker, Retirement, and Employer Recovery Act. Proposals related to older workers' incentives. Proposals related to hybrid pension plan guidance, including application of the backloading rules. Proposals related to reform of the minimum required distribution rules. Proposals related to mandatory savings accounts. Proposals related to defined contribution plan fees and fee disclosure practices, including H.R. 3765, The Defined Contribution Fee Transparency Act, H.R. 3185, 401(k) Fair Disclosure for Retirement Security Act, and S. 2473, Defined Contribution Fee Disclosure Act. S. 1288, Women's Retirement Security Act. H.R. 2831/S. 1843, The Lilly Ledbetter Fair Pay Act. Proposals related to asset averaging/smoothing rules of the Pension Protection Act of 2006. H.R. 3868, a bill to delay The Pension Protection Act defined benefit funding rules. Proposals relating to defined benefit plan funding, including H.R. 7327, The Worker, Retiree, and Employer Recovery Act. Proposal to expand Code Section 401(h) to apply to all types of defined contribution plans. S. 1141/H.R. 2167, Automatic IRA Act of 2007. H.R. 5160, Small Business Add Value for Employees Act. Proposals related to expansion of Internal Revenue Code Section 420. Proposals related to retirement plan leakage. H.R. 3997, Emergency Economic Stabilization Act. Proposals for comprehensive pension and retirement savings legislation. Proposals related to qualfied supplemental executive retirement plans. Retirement plan reform proposals stemming from economic downturn and market decline. Proposed regulations under ERISA section 408(b)(2) addressing retirement plan service provider fee disclosure.

Client expense: Not reported · Firm income: $80,000

Government targets: HOUSE OF REPRESENTATIVES, Office of Management & Budget (OMB), SENATE, Treasury, Dept of, White House Office

S. 1288, Women's Retirement Security Act. H.R. 2167/S.1141, Automatic IRA Act of 2007. Proposals related to defined contribution plan fees and fee disclosure practices, including H.R. 3185, 401(k) Fair Disclosure for Retirement Security Act, H.R. 3765, The Defined Contribution Fee Transparency Act, and S. 2473, Defined Contribution Fee Disclosure Act. Proposals making technical corrections to The Pension Protection Act of 2006, including H.R. 3361, H.R. 6382, S. 1974, Pension Protection Protection Technical Corrections Act, H.R. 6143, Pension Protection Act ERISA Amendments, and H.R. 7327, Worker, Retiree, and Employer Recovery Act. H.R. 3868, a bill to delay the Pension Protection Act defined benefit funding rules for one year. Proposals related to retirement plan leakage, including S. 3278/H.R. 6708, legislation restricting qualified plan loans. Proposals for comprehensive pension and retirement savings legislation. Proposals related to defined benefit plan funding, including H.R. 7327, Worker, Retiree, and Employer Recovery Act. Proposals related to reform of the required minimum distribution rules, including H.R. 7327, Worker, Retiree, and Employer Recovery Act.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Health care reform proposals; ERISA preemption, health information technology; domestic partner health plans; health savings accounts; genetic nondiscrimination; Medicare Advantage plans, retiree health; funding for quality research; ESRD Medicare payments; mental health parity; HR 1820/S 1556 Tax Equity for Health Plan Beneficiaries Act, HR 5442, Trust Act (HIT) S 1693, Wired for Health Care Quality Act HR 3800, Promoting Health Information Technology HR 1424/S 558, Mental Health Parity S 1753, Healthy Workforce Act HR 853, Wellness and Prevention Act HR 4296, E-Meds Act HR 6143, retiree health S. Res. 673/H Con Res 405, Workplace Wellness Resolution HR 3163/S 334/HR 6444, Healthy Americans Act

Client expense: $1,370,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Environmental Protection Agency (EPA), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Office of Management & Budget (OMB), SENATE, State, Dept of (DOS), Surface Transportation Board (STB), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office

House Emergency Retiree Health Benefits Protection Act - H.R. 1322 Paul Wellstone Mental Health and Addiction Equity Act - H.R. 1424 Tax Equity for Health Plan Beneficiaries Act - H.R. 1820 Promoting Health for Future Generations Act H.R. 2639 Michelles Law H.R. 2851 Long-Term Care Affordability and Security Act of 2007 H.R. 3363 Defenders of Freedom Tax Relief Act H.R. 3997 Technologies for Restoring Users Security and Trust in (TRUST) in Health Information Act of 2008 H.R. 5442 Taxpayer Assistance and Simplification Act of 2008 - H.R. 5719 ERISA Amendments H.R. 6142 Pension Protection Act ERISA Amendments Act of 2008 H.R 6143 Promoting Health Information Technology Act of 2008 H.R. 6179 Patient-Controlled Health IT Act H.R. 6345 Protecting Records, Optimizing Treatment and Easing Communication Through Healthcare Technology Act, The Pro (TECHT) T Act of 2008 H.R. 6357 Health Insurance Source of Injury Clarification Act of 2008 H.R. 6908 Paul Wellstone and Pete Dominici Mental Health Parity and Addiction Equity Act H.R. 6983 Technical Correction S. 3712: Paul Wellstone and Pete Domenici Mental Health Parity Addiction Equity Act H.R. 6938 Several Approaches to Reduce the Uninsured Act H.R. 7129 Senate Mental Health Parity Act S. 558 Tax Equity for Domestic Partner and Health Plan Beneficiaries Act S. 1556 Wired for Health Care Quality Act S. 1693 Biologics Price Competition and Innovation Act 0f 2007 S. 1695 Long-Term Care Affordability and Security Act of 2007 S. 2337 Comparative Effectiveness Research Act S. 3408 Technical Correction S. 3712: Paul Wellstone and Pete Domenici Mental Health Parity Addiction Equity Act H.R. 6938 Discussion Draft of Legislation Requiring Form W-2 Reporting of Employer-Provided Health Care Costs - Submitted comments to a group of Senators Health Reform Call to Action Health Reform 2009 Finance & HELP Committees Regulatory communication with covered federal officials on legislative issues DOL/EBSA Genetic Information Nondiscrimination Act of 2008 (GINA) DOL Technical Correction S. 3712: Paul Wellstone and Pete Domenici Mental Health Parity Addiction Equity Act H.R. 6938 IRS proposed requirements for filing excise taxes

Client expense: $210,392 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Treasury, Dept of, White House Office

House Paul Wellstone Mental Health and Addiction Equity Act - H.R. 1424 The Emergency Economic Stabilization Act - H.R. 1424 Tax Equity for Health Plan Beneficiaries Act of 2007 - H.R. 1820 Lilly Ledbetter Fair Pay Act of 2007 H.R. 2831 401 (k) Fair Disclosure for Retirement Security Act H.R. 3185 The Worker Retiree, and Employer Recovery Act H.R. 3361 Long-Term Care Affordability and Security Act of 2007 H.R. 3363 Defined Contribution Plan Fee Transparency Act of 2007 H.R. 3765 AMT Credit Fairness and Relief Act H.R.3861 Defenders of Freedom Tax Relief Act of 2007 - H.R. 3997 Small Business Add Value for Employees (SAVE) Act of 2008 H.R. 5160 Energy Improvement and Extension Act of 2008 H.R. 6049 ERISA Amendments H.R. 6142 Pension Protection Act ERISA Amendments of 2008 H.R. 6143 Pension Protection Technical Corrections Act of 2008 H.R. 6382 401 (k) Plan Debit Card Bill H.R. 6708 Hurricane Tax Relief Act of 2008 H.R. 6958 Disaster Tax Relief Act of 2008 H.R. 7006 Defined Benefit Pension Funding Relief Measures The Worker, Retiree, and Employer Recovery Act H.R. 7327 Senate Tax Equity for Domestic Partner and Health Plan Beneficiaries Act S. 1556 Fair Pay Restoration Act S. 1843 Pension Protection Technical Corrections Act of 2007 S. 1974 Long-Term Care Affordability and Security Act of 2007 S. 2337 AMT Credit Fairness Act and Relief Act S. 2389 Defined Contribution Fee Disclosure Act of 2007 S. 2473 Incentives for Older Workers Act S. 2933 401 (k) Plan Debit Card Bill S. 3278 Jobs, Energy, Families, and Disaster Relief Act of 2008 S. 3335 Defined Benefit Pension Funding Relief Measures The Worker, Retiree, and Employer Recovery Act H.R. 7327 Regulatory communication with covered federal officials on legislative issues. White House - Defined Benefit Pension Funding Relief Measures H.R. 7327 Treasury Minimum Required Distribution relief H.R. 7327 DOL 401(k) fee disclosure - H.R. 3185, H.R. 3765, S. 2473 DOL Pension Protection Action Act of 2006 Technical Corrections, funding issues Treasury/IRS Hurricane relief, contribution and funding certification, Pension Protection Act of 2006 (PPA) Treasury/IRS Pension Protection Act of 2006 Technical Corrections, funding issues Treasury/IRS hybrid plan issues Treasury/IRS 409A and deferred compensation Treasury/IRS EESA issues H.R. 1424 Treasury/IRS HEART Act H.R. 3997 & 6081

Client expense: $210,392 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Treasury, Dept of, White House Office

H.R. 3185: 401K Fair Disclosure for Retirement Security Act S. 400: Michelle's Law H.R. 3361/H.R. 6382/H.R. 7327: Pension Protection Technical Corrections Act; P.L. 110-458 H.R.6143: Pension Protection Act ERISA Amendments of 2008

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

Government targets: Agriculture, Dept of (USDA), Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, SENATE

Monitored, reacted to, and discussed policy concepts that will ensure NTCA is able to continue offering its high quality Retirement Security Plans to members, their employees and the association staff at affordable rates and on reasonable terms and conditions. During the reporting period the association focused particular attention on the following: ERISA: H.R. 6143 Pension Protection Act ERISA Amendments Act of 2008 all sections. H.R. 7327 Worker, Retiree, and Employer Recovery Act of 2008 all sections.

Client expense: $50,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Federal Communications Commission (FCC), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE

HR 46 - Small Business Tax Fairness and Simplification Act. Issue: Long Term Care permitted to be offered in cafeteria plans and FSA. S 158 - Access to Affordable Health Care Act. Issue: above the line deduction for long term care insurance. S. 555 - Simple Cafeteria Plan Act. Issue: Long term care insurance permitted to be offered in cafeteria plans and FSA. H.R. 2205/ S 1010 Retirement Security for Life Act. Issue: Tax Incentive for Non Qualified Annuities S. 1288 - Women's Retirement Act of 2007. Issue: federal tax treatment of annuities. S. 3952 - Automatic IRA Act of 2007. Issue: expand pension coverage. H.R.3361 -To make technical corrections related to the Pension Protection Act of 2006. Issue: technical corrections to PPA. S.1974- the Pension Protection Technical Corrections Act of 2007. Issue: technical corrections to PPA. H.R. 3185, the 401(k) Fair Disclosure for Retirement Security Act of 2007. Issue: Retirement plan fee disclosure. S. 2337/H.R. 3363 Long Term Care Affordability and Security Act of 2007. Issue: allows long term care insurance to be offered in employer sponsored cafeteria plans and FSA. S. 1809/ H.R. 3088 Long-Term Care Act of 2007. Issue: distributions from retirement plans should not be included in gross income if used to pay for LTC premiums. H.R. 3765 Defined Contribution Plan Fee Transparency Act of 2007. Issue: retirement plan fee disclosure. S. 1758 Community Living Assistance Services and Supports Act. Issue: reform of LTC financing. H.R. 2582 Qualified Long-Term Care Fairness Act of 2007. Issue: above the line deduction for LTC. S. 2121 Caregiver Assistance and Relief Effort Act of 2007. Issue: above the line deduction for LTC. S. 2473 Defined Contribution Fee Disclosure Act. Issue: retirement plan fee disclosure. S. 1087 Fair Pay Act. Issue: civil penalty impact on retirement plans. H.R. 2831 Lilly Ledbetter Fair Pay Act. Issue: civil penalty impact on retirement plans. H.R. 2419 Farm Bill Extension Act. Issue: Roth treatment for 457 contracts. H.R. 3997 Defenders of Freedom Tax Act/ Heroes Earnings Assistance and Relief Act. Issue: military access to retirement monies. H.R. 5160 Small Business Add Value for Employees Act of 2008. Issue: expand pension coverage. H.R. 5559 The Long Term Care and Retirement Security Act of 2008. Issue: LTC in cafeteria and FSA and above the line deductions for LTC premiums. S. 2794 The Senior Investor Protection Act of 2008. Issue: sales to seniors of annuity products. H.R. 6237 The Tax Relief for Long Term Care Act of 2008. Issue: tax credit for LTC insurance premiums. S. 1693 The Wired for Healthcare Quality Act. Issue: affects of LTC ERISA preemption. H.R. 6357 Protecting Records, Optimizing Treatments, and Easing Communications Through Healthcare Technology Act of 2008 (ProTECHt Act) H.R. 6382 Pension Protection Act Technical Corrections. Issue: Retirement plan modifications H.R. 6143 Pension Protection Act ERISA Amendments of 2008. Issue: Retirement plan modifications. H.R. 7242 Pension Protection Act IRC Amendments of 2008. Issue: LTC and annuity clarification; Tax free exchange provisions for LTC. S. 3278/ HR 6708 - A bill which would limit the use of 401(k) debit cards and limit withdrawals from 401(k) plans. Issue: limit of withdrawals on retirement plans. H.R. 1424 Emergency Economic Stabilization Act of 2008. Issue: executive com restrictions and 401(k) asset recovery. H.R. 3765 Defined Contribution Plan Fee Transparency Act of 2007. Issue: retirement plan fee disclosure. S. 3327 Empowered at Home Act of 2008. Issue: Allows above the line tax deduction for LTC premiums. Allows LTC to be offered in cafeteria/ FSA plans. H. Con Res 431 Supporting the Goals and Ideals of a Long Term Awareness Week. Issue: LTC. H.R. 7327 Worker, Retiree and Employer Recovery Act. Issue: Retirement plan modification

Client expense: $1,472,800 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of

401(k) Fair Disclosure for Retirement Security Act of 2007, H.R. 3185; Defined Contribtion Plan Fee Transparency Act of 2007, H.R. 3765; Automatic IRA Act of 2007, H.R. 2167; Retirement Security for Life Act, H.R. 2205; Pension Protection Act ERISA Amendments of 2008, H.R. 6143; Protection Records, Optimizing Treatment, and Easing Communication through Healthcare Technology Act of 2008, H.R. 6357; Retirement Security for Life Act of 2007, S. 1010; Restoring Pension Promises to Workers Act, S. 1725; Pension Protection Technical Correction Act of 2007, S. 1974; Defined Contribution Fee Disclosure Act of 2007, S. 2473.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

tax reform, pension and defined benefit plan modifications. HR 1424, HR 6143, HR 3185

Client expense: Not reported · Firm income: $10,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

HR 3361, Pension Protection Technical Corrections Act of 2008; HR 6143, Pension Protection Act ERISA Amendments of 2008

Client expense: $517,594 · Firm income: Not reported

Government targets: Executive Office of the President (EOP), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE, Treasury, Dept of

See attachment. RET Third Quarter Report 2008 HR 46 - Small Business Tax Fairness and Simplification Act. Issue: Long Term Care permitted to be offered in cafeteria plans and FSA. H.R. 1424 Emergency Economic Stabilization Act of 2008. Issue: executive com restrictions and 401(k) asset recovery. H.R. 2205/ S 1010 Retirement Security for Life Act. Issue:Tax Incentive for Non Qualified Annuities H.R. 2419 Farm Bill Extension Act. Issue: Roth treatment for 457 contracts. H.R. 2582 Qualified Long-Term Care Fairness Act of 2007. Issue: above the line deduction for LTC. H.R. 3185, the 401(k) Fair Disclosure for Retirement Security Act of 2007. Issue: Retirement plan fee disclosure. H.R. 3361 -To make technical corrections related to the Pension Protection Act of 2006. Issue: technical corrections to PPA. H.R. 3765 Defined Contribution Plan Fee Transparency Act of 2007. Issue: retirement plan fee disclosure. H.R. 3997 Defenders of Freedom Tax Act/ Heroes Earnings Assistance and Relief Act. Issue: military access to retirement monies. H.R. 5160 Small Business Add Value for Employees Act of 2008. Issue: expand pension coverage. H.R. 5559 The Long Term Care and Retirement Security Act of 2008. Issue: LTC in cafeteria and FSA and above the line deductions for LTC premiums. H.R. 6143 Pension Protection Act ERISA Amendments of 2008. Issue: Retirement plan modifications. H.R. 6237 The Tax Relief for Long Term Care Act of 2008. Issue: tax credit for LTC insurance premiums. H.R. 6357 Protecting Records, Optimizing Treatments, and Easing Communications Through Healthcare Technology Act of 2008 (ProTECHt Act) H.R. 6382 Pension Protection Act Technical Corrections. Issue: Retirement plan modifications H.R. 7242 Pension Protection Act IRC Amendments of 2008. Issue: LTC and annuity clarification; Tax free exchange provisions for LTC. S. 158 - Access to Affordable Health Care Act. Issue: above the line deduction for long term care insurance. S. 555 - Simple Cafeteria Plan Act. Issue: Long term care insurance permitted to be offered in cafeteria plans and FSA. S. 1288 - Women's Retirement Act of 2007. Issue: federal tax treatment of annuities. S. 1693 The Wired for Healthcare Quality Act. Issue: affects of LTC ERISA preemption. S. 1758 Community Living Assistance Services and Supports Act. Issue: reform of LTC financing. S. 1809/ H.R. 3088 Long-Term Care Act of 2007. Issue: distributions from retirement plans should not be included in gross income if used to pay for LTC premiums. S. 1974- the Pension Protection Technical Corrections Act of 2007. Issue: technical corrections to PPA. S. 2121 Caregiver Assistance and Relief Effort Act of 2007. Issue: above the line deduction for LTC. S. 2337/H.R. 3363 Long Term Care Affordability and Security Act of 2007. Issue: allows long term care insurance to be offered in employer sponsored cafeteria plans and FSA. S. 2473 Defined Contribution Fee Disclosure Act. Issue: retirement plan fee disclosure. S. 2794 The Senior Investor Protection Act of 2008. Issue: sales to seniors of annuity products. S. 3278/ HR 6708 - A bill which would limit the use of 401(k) debit cards and limit withdrawals from 401(k) plans. Issue: limit of withdrawals on retirement plans. S. 3327 Empowered at Home Act of 2008. Issue: Allows above the line tax deduction for LTC premiums. Allows LTC to be offered in cafeteria/ FSA plans. S. 3952 - Automatic IRA Act of 2007. Issue: expand pension coverage. H. Con Res 431 Supporting the Goals and Ideals of a Long Term Awareness Week. Issue: LTC.

Client expense: $830,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Long Term Care: Class Act: HR 3001; S 1758. Long Term Care: Cafeteria plan: FSA Legislation: HR 3363; S 555. Pension Protection Act (Technical Correction, 2nd round): HR 6143; S 190. 401(k) plan fee issues: HR 3185. Life non-life consolidated returns: S 1366; HR 1810. Life Insurance, Annuities, Company Tax issues Education.

Client expense: $1,420,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of, U.S. Trade Representative (USTR)

H.R. 5160, Small Business Add Value for Employers Act of 2008; H.R. 6143, The Pension Protection Act - ERISA Amendments of 2008; H.R. 3361, Pension Protection Technical Corrections Act of 2008.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of

S. 819/ H.R. 1419 (Public Good IRA Rollover Act of 2007); S. 1141/ H.R. 2167 (Automatic IRA Act of 2007); S. 1010/ H.R. 2205 (Retirement Security for Life Act of 2007); S. 2 (Fair Minimum Wage Act of 2007); S. 1725 (Restoring Pension Promises to Workers Act); S. 1288 (Women's Retirement Security Act of 2007); H.R. 2669 (College Cost Reduction Act of 2007); H.R. 2831 (Ledbetter Fair Pay Act of 2007); Pension technicals; Fee disclosure and transparency; Small business pension coverage; Pension Protection Act implementation; Wrap fee revenue ruling request; 529 plan regulatory project; Proposed regulation on Sec. 408(b)(2) of ERISA; RFI on disclosure to participants; Form 5500 revisions; H.R. 3923/ S. 2199 (Offshore Deferred Compensation Act of 2007); S. 2473 (Defined Contribution Fee Disclosure Act of 2007); H.R. 3185 (The 401(K) Fair Disclosure for Retirement Security Act of 2007); H.R. 5160 (Save Act of 2008); H.R. 3765 (Defined Contribution Plan Fee Transparency Act of 2007); S. 2794 (Senior Investor Protection Act of 2008); H.R. 6143 (Pension Protection ERISA Amendments of 2008); Auction Rate Securities/IRA Exemption.

Client expense: $1,430,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Education, Dept of, Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Economic Council (NEC), Natl Security Council (NSC), Office of Thrift Supervision (OTS), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office

Future of Retirement Security 401-k fee Disclosure Discussions Modifications to Pension Protection Act Defined Contribution Plan Fee Disclosure Act of 2007, S. 2473 Defined Contribution Plan Fee Transparency Act of 2007, H.R. 3765 Pension Protection Act ERISA Amendments of 2008, H.R. 6143 Technical Corrections Related to the Pension Protection Act of 2006, H.R. 6382 Social Security issues-- Raising earnings cap Bill Limiting Revolving Loans from 401-k Plans, H.R. 6708 QSERPS Discussions re Davis-Bacon Pension Plans Pension Transfers

Client expense: $420,000 · Firm income: Not reported

Government targets: Centers For Medicare and Medicaid Services (CMS), Defense, Dept of (DOD), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), Natl Labor Relations Board (NLRB), Occupational Safety & Health Administration (OSHA), SENATE, U.S. Trade Representative (USTR)

HR 976 Small Business Tax Relief Act of 2007 - Concerning section 411 as it relates to shifting costs for end stage renal disease beneficiaries from the federal government to those who have private health insurance coverage. HR 1322 Emergency Retiree Health Benefits Protection Act of 2007 - oppose provisions that would not allow companies to reduce retiree health benefits under ERISA covered group health plans. HR 2900 Food and Drug Administration Amendments Act of 2007 - Support FDA authority to approve biogeneric drugs. HR 4296 Medicare Electronic Medication and Safety Protection Act of 2007 - Support the bill because it would reduce costly prescription medication errors. HR 6143 Pension Protection Act ERISA Amendments Act of 2008 - Concerning section 105, which prohibits changes, reductions or termination of retiree health benefits once an employee has retired. HR 6331 Medicare Impremovements for Patients and Providers Act of 2008 - Concerning Section 231 as it relates to "e-prescribing," which would reduce costly medical errors. HR 6357 The PRO(TECH) Act of 2008 - Support health information technology because it creates a more transparent consumer friendly health marketplace. S 334 Health Americans Act - Concerning core provisions of the bill that would harm ERISA health plans by proposing a state-by-state approach to comprehensive health care reform. S 1455 National Health Information Technology and Privacy Advancement Act of 2007- Concerning establishment of a health information technology and privacy system. S 1544 Medicare Quality Enhancement Act of 2007 - Support provisions to assist employees in obtaining information on health care services and providers. S 1693 Wired for Health Care Quality Act - Support the benefits of electronic records in reducing errors. S 1695 Biologics Price Competition and Innovation Act of 2007 - To support FDA authority to approve biotech drug products and their "generic follow-on versions." S 2408 Medicare Electronic Medication and Safety Protection Act of 2007 - To support efforts to reduce costly prescription medication errors and improve quality for patients/employees.

Client expense: $3,160,401 · Firm income: Not reported

Government targets: Director of National Intelligence (ODNI), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Justice, Dept of (DOJ), SENATE, Treasury, Dept of, White House Office

S. 1206; Pension Reform; H.r. 6143.

Client expense: Not reported · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Flexible Spending Accounts Growth and Opportunities Act of 2007 - H.R. 298 The Breast Cancer Patient Protection Act of 2008 H.R. 758 Emergency Retiree Health Benefits Protection Act of 2007 - H.R. 1322 Paul Wellstone Mental Health and Addiction Equity Act 0f 2007 - H.R. 1424 Tax Equity for Health Plan Beneficiaries Act - H.R. 1820 Patient Protection and Innovative Biologic Medicines Act of 2007 - H.R. 1956 Promoting Health for Future Generations Act - H.R. 2639 Michelles Law H.R. 2851 Childrens Health and Medicare Act of 2007 - H.R. 3162 Healthy Americans Act - H.R. 3163 HSA Improvement and Expansion Act - H.R. 3234 Flexible Health Savings Act - H.R. 3306 Long-Term Care Affordability and Security Act of 2007 - H.R. 3363 Employment Non-Discrimination Act - H.R. 3685 Promoting Health Information Technology Act H.R. 3800 Defenders of Freedom Tax Relief Act of 2007/Heroes Earnings Assistance and Tax Relief Act of 2007-title as passed - H.R. 3997 Medicare Electronic Medication and Safety Protection (E-Meds) H.R. 4848 Mental Health Parity Extension Legislation - H.R. 4848 Technologies for Restoring Users Security and Trust in (TRUST) in Health Information Act of 2008 - H.R. 5442 Taxpayer Assistance and Simplification Act H.R. 5719 Promoting Health Information Technology Act of 2008 H.R. 6179 Retiree Health Account Act of 2008 H.R. 6288 Pension Protection Act ERISA Amendments H.R. 6143 ERISA Amendments HR 6142 Medicare Improvements for Patients and Providers Act of 2008 H.R. 6331 Patient-Controlled Health IT Act H.R. 6345 Protecting Records, Optimizing Treatment, and Easing Communication Through Healthcare Technology Act of 2008 The Pro (TECH) T Act of 2008 - H.R. 6357 Health Insurance Source of Injury Clarification Act of 2008 H.R. 6908 Health-e Information Technology Act of 2008 H.R. 6898 Senate Health Partnership Act - S. 325 Healthy Americans Act - S. 334 Genetic Information Nondiscrimination Act - 358 Mental Health Parity Act of 2007 - S. 558 Access to Life-Saving Medicine Act - S. 623 Universal Health Care Choice and Access Act - S. 1019 State-based Health Care Reform Act - S. 1169 Medicare Quality Enhancement Act - S. 1544 Tax Equity for Domestic Partner and Health Beneficiaries Act - S. 1556 Wired for Health Care Quality Act - S. 1693 Biologics Price Competition and Innovation Act - S. 1695 Healthy Workforce Act - S. 1753 Community Living Assistance Services and Supports Act (the CLASS Act) - S. 1758 Childrens Health Insurance Reauthorization Act - S. 1893 Long-Term Care Affordability and Security Act of 2007 - S. 2337 Medicare, Medicaid and SCHIP Extension Act of 2007 - S. 2499 Medicare Funding Warning Response Act of 2008 - S. 2662 Disability Savings Act - S. 2741 Medicare Improvements for Patients and Providers Act of 2008 - S. 3101 Preserving Access to Medicare Act of 2008 S. 3118 Comparative Effectiveness Research Act S. 3408

Client expense: $246,723 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Treasury, Dept of

Shareholder Votes on Executive Compensation Act - H.R. 1257 Paycheck Fairness Act H.R. 1338 Emergency Economic Stabilization Act - H.R. 1424 Tax Equity for Health Plan Beneficiaries Act of 2007 - H.R. 1820 Pension Security Act of 2007 - H.R. 2683 Lilly Ledbetter Fair Pay Act of 2007 - H.R. 2831 Federal Aviation Administration (FAA) Reauthorization Act (benefits provisions) H.R. 2881 Tax Collection Responsibility Act of 2007 - H.R. 3056 401 (k) Fair Disclosure for Retirement Security Act - H.R. 3185 ADA Restoration Act of 2007 - H.R. 3195 Mutual Fund Fee Reform Act H.R. 3225 Pension Protection Technical Corrections Act of 2007 - H.R. 3361 Long-Term Care Affordability and Security Act of 2007 - H.R. 3363 Protecting Employees and Retirees in Business Bankruptcies Act of 2007 - H.R. 3652 Defined Contribution Plan Fee Transparency Act of 2007 - H.R. 3765 AMT Credit Fairness and Relief Act - H.R. 3861 Tax Reduction and Reform Act of 2007 - H. R. 3970 The Temporary Tax Relief Act of 2007/Tax Increase Prevention Act of 2007 - H.R. 3996 Defenders of Freedom Tax Relief Act of 2007/Heroes Earnings Assistance and Tax Relief Act of 2007 title as passed - H.R. 3997 AMT Relief Act of 2007 - H.R. 4351 The Small Business Add Value for Employees (SAVE) Act of 2008 H.R. 5160 Energy and Tax Extenders Act of 2008/Renewable Energy and Job Creation Act of 2008/Energy Improvement and Extension Act of 2008 H.R. 6049 Heroes Earnings Assistance and Relief Tax Act H.R. 6081 Roadmap for Americas Future Act of 2008 H.R. 6110 Pension Protection Act ERISA Amendments of 2008 H.R. 6143 ERISA Amendments H.R. 6142 Pension Protection Technical Corrections Act of 2008 H.R. 6382 Commodity Markets Transparency and Accountability Act & Substitute amendment H.R. 6604 401 (k) Plan Debit Card Bill H.R. 6708 Hurricane Tax Relief Act of 2008 H.R. 6958 Alternative Minimum Tax Relief Act of 2008 H.R. 7005 Disaster Tax Relief Act of 2008 H.R. 7006 Renewable Energy and Job Creation Tax Act of 2008 (tax extenders) H.R. 7060 Senate Tax Equity for Domestic Partner and Health Plan Beneficiaries Act - S. 1556 Defenders of Freedom Tax Relief Act of 2007 - S. 1593 Alternative Investments, Amending Internal Revenue Code provisions taxing partnerships involving alternative investments S.1624 Restoring Pension Promises to Workers Act S. 1725 Fair Pay Restoration Act - S. 1843 Americans with Disabilities Act Restoration Act of 2007 - S. 1881 Pension Protection Technical Corrections Act of 2007 - S. 1974 Independent Contractor Proper Classification Act of 2007 - S. 2044 Protecting Employees and Retirees in Business Bankruptcies Act of 2007 - S. 2092 Offshore Deferred Compensation Reform Act of 2007 - S. 2199 Long-Term Care Affordability and Security Act of 2007 - S. 2337 Defined Contribution Fee Disclosure Act of 2007 - S. 2473 AMT Credit Fairness and Relief Act S. 2389 Incentives for Older Workers Act S. 2933 Alternative Minimum Tax and Extenders Tax Relief Act of 2008 S. 3098 Energy Independence and Tax Relief Act of 2008 S. 3125 Title VII Fairness Act S. 3209 Commodity Speculation Reform Act of 2008 - S. 3248 Stop Excessive Energy Speculation Act of 2008 - S. 3268 401 (k) Plan Debit Card Bill S. 3278 The Jobs, Energy, Families, and Disaster Relief Act S.3335 (extenders, deferred comp) ADA Amendments Act S. 3406 Regulatory communication with covered federal officials on legislative issues. Legislation Treasury/IRS Emergency Economic Stabilization Act H.R. 1424 Treasury/IRS - Pension Protection Act Technical Corrections (PPA) - H.R. 3361, H.R. 6382, S. 1974 DOL on 401 (k) fee disclosure - H.R. 3185, H.R. 3765, S. 2473 Treasury/IRS - on hybrid plan issues Treasury/IRS on 409A and deferred compensation Treasury/IRS on pension funding Treasury/IRS - guidance on benefits provisions of the HEART Act H.R. 6081 Treasury/IRS on benefit accruals and anti-backloading Treasury/IRS Hurricane relief H.R. 6958, H.R. 7006

Client expense: $246,723 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Treasury, Dept of

H.R. 2167 - Automatic IRA Act of 2007; entire bill H.R. 2205 - Retirement Security for Life Act of 2007; entire bill H.R. 3185 - Fair Disclosure for Retirement Security Act of 2007; entire bill H.R. 3361 Pension Protection Technical Corrections Act of 2007; provisions relating to non-spousal rollovers H.R. 3765 - Defined Contribution Plan Fee Transparency Act of 2007; entire bill H.R. 4150 - Lifetime Pension Annuity for You Act of 2007; entire bill H.R. 5160 The Small Businesses Add Value for Employees Act (SAVE); entire bill H.R.5543 - Women's Retirement Security Act of 2008; provisions relating to IRAs, DC, and required minimum distribution H.R.6143 - Pension Protection Act ERISA Amendments of 2008; entire bill H.R. 6382 - Pension Protection Technical Corrections Act of 2008; entire bill S. 708 Health Care and Training for Older Workers; provisions relating to employer benefit programs S. 709 Older Worker Opportunity Act of 2007; provisions relating to retirement savings S. 819 Public Good IRA Rollover Act of 2007; entire bill S. 1010 - Retirement Security for Life Act of 2007; entire bill S. 1141 - Automatic IRA Act of 2007; entire bill S. 1288 - Womens Retirement Security Act of 2007; provisions relating to IRAs, DC, and required minimum distribution S. 1725 Restoring Pension Promises to Workers Act of 2007; entire bill S. 1809 Long Term Care Act; entire bill S. 1974 Pension Protection Technical Corrections Act of 2007; provisions relating to non-spousal rollovers S. 2473 Defined Contribution Fee Disclosure Act; entire bill S. 2794 - Senior Investor Protection Act of 2008; entire bill

Client expense: $180,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Health care reform proposals; ERISA preemption, health information technology; domestic partner health plans; health savings accounts; genetic nondiscrimination; Medicare Advantage plans, retiree health; funding for quality research; ESRD Medicare payments; mental health parity; HR 1820/S 1556 Tax Equity for Health Plan Beneficiaries Act; S 1848 Trade & Globalization Adjustment Assistance Act; HR 5442, Trust Act (HIT) S 1693, Wired for Health Care Quality Act HR 3800, Promoting Health Information Technology S 2662/HR 5480, Medicare Funding Act HR 1424/S 558, Mental Health Parity S 1753 Healthy Workforce Act HR 853, Wellness and Prevention Act HR 4296, E-Meds Act HR 6143, retiree health S 3335, Jobs, Energy, Families, and Disaster Relief Act S. Res. 673/H Con Res 405, Workplace Wellness Resolution HR 3163/S 334/HR 6444, Healthy Americans Act

Client expense: $1,980,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Energy, Dept of, Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Office of Management & Budget (OMB), SENATE, State, Dept of (DOS), Surface Transportation Board (STB), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office

H.R.2: To amend the Fair Labor Standards Act of 1938 to provide for an increase in the Federal minimum wage. H.R.19: To require employers to conduct employment eligibility verification. H.R.493: To prohibit discrimination on the basis of genetic information with respect to health insurance and employment. H.R.697: To preserve and protect the free choice of individual employees to form, join, or assist labor organizations, or to refrain from such activities. H.R.1369: To amend the Family and Medical Leave Act of 1993 to expand the scope of the Act, and for other purposes. H.R.1542: To provide for paid sick leave to ensure that Americans can address their own health needs and the health needs of their families. H.R.1644: To amend the National Labor Relations Act to clarify the definition of "supervisor" for purposes of such Act. H.R. 2670: To amend the National Labor Relations Act to protect employer rights. H.R.2792: To amend the Family and Medical Leave Act of 1993 to permit leave to care for a same-sex spouse, domestic partner, parent-in-law, adult child, sibling, or grandparent who has a serious health condition. H.R. 4301: to permit employees to request, and to ensure employers consider requests for, flexible work terms and conditions. H.R.5718: to provide that 8 of the 12 weeks of parental leave made available to a federal employee shall be paid leave, and for other purposes. H.R.6029: to amend the Family and Medical Leave Act of 1993 to eliminate an hours of service requirement for benefits under that law. H.R.6111:to amend the Fair Labor Standards Act to require employers to keep records of non-employees who perform labor or services for remuneration and to provide a special penalty for employers who misclassify employees as non-employees, and for other purposes. H.R.6142: To amend title I of the Employee Retirement Income Security Act of 1974 to provide, in the case of an employee welfare benefit plan providing benefits in the event of disability, an exemption from preemption under such title for State tort actions to recover damages arising from the failure of the plan to timely provide such benefits. H.R.6143: To make technical corrections to the Pension Protection Act of 2006 relating to the Employee Retirement Income Security Act of 1974, and for other purposes. H.R. 6477: to repeal a limitation in the Labor-Management Relations Act regarding requirements for labor organization membership as a condition of employment. H.R. 7233: to amend the Family and Medical Leave Act of 1993 to allow employees to take, as additional leave, parental involvement leave to participate in or attend their children's and grandchildren's educational and extracurricular activities and to clarify that leave may be taken for routine family medical needs and to assist elderly relatives, and for other purposes. S.358: A bill to prohibit discrimination on the basis of genetic information with respect to health insurance and employment. S.555: A bill to amend the Internal Revenue Code of 1986 to allow small businesses to set up simple cafeteria plans to provide nontaxable employee benefits to their employees, to make changes in the requirements for cafeteria plans, flexible spending accounts, and benefits provided under such plans or accounts, and for other purposes. S.910: A bill to provide for paid sick leave to ensure that Americans can address their own health needs and the health needs of their families. S.1041: A bill to amend the National Labor Relations Act to establish an efficient system to enable employees to form, join, or assist labor organizations, to provide for mandatory injunctions for unfair labor practices during organizing efforts, and for other purposes. S.1301: To preserve and protect the free choice of individual employees to form, join, or assist labor organizations, or to refrain from such activities; read the first time. S.1312: To amend the National Labor Relations Act to ensure the right of employees to a secret-ballot election conducted by the National Labor Relations Board. S.1570: To amend the National Labor Relations Act to protect employer rights. S.2419: to permit employees to request, and to ensure employers consider requests for, flexible work terms and conditions. S.2933: to improve the employability of older Americans.

Client expense: $470,000 · Firm income: Not reported

Government targets: Centers For Medicare and Medicaid Services (CMS), Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, State, Dept of (DOS), Treasury, Dept of, U.S. Trade & Development Agency (USTDA), U.S. Trade Representative (USTR)

See attachment. RET Second Quarter Report 2008 H.R. 2 - Fair Minimum Wage Act H.R. 46 - Small Business Tax Fairness and Simplification Act H.R. 914 - Tax Equity and Affordability Act H.R. 976 - Small Business Tax Relief Act H.R. 1807 - Alzheimers Family Assistance Act H.R. 2205/ S. 1010 - Tax Incentive for Non Qualified Annuities H.R. 2419 Farm Bill Extension Act H.R. 2582 Qualified Long-Term Care Fairness Act of 2007 H.R. 3088 Long-Term Care Act of 2007 H.R. 3185 - The 401(k) Fair Disclosure for Retirement Security Act of 2007 H.R. 3361 - To make technical corrections related to the Pension Protection Act of 2006 H.R. 3363 Long Term Care Affordability and Security Act of 2007 H.R. 4839 Tax Technical Corrections H.R. 5160 Small Business Add Value for Employees Act of 2008 H.R. 5559 The Long Term Care and Retirement Security Act of 2008 H.R. 6143 Pension Protection Act ERISA Amendments of 2008 H.R. 6237 The Tax Relief for Long Term Care Act of 2008 H.R. 6357 Protecting Records, Optimizing Treatments, and Easing Communications Through Healthcare Technology Act of 2008 (ProTECHt Act) H.R. 6382 Pension Protection Act Technical Corrections H.R. (Concurrent Resolution) 133 - Supporting the Goals of the Long Term Care Awareness Week S. 555 - Simple Cafeteria Plan Act S. 897 - Alzheimers Family Assistance Act S. 1288 - Women's Retirement Act of 2007 S. 1974 - The Pension Protection Technical Corrections Act of 2007 S. 1809 Long-Term Care Act of 2007 S. 2337 - Long Term Care Affordability and Security Act of 2007 S. 3952 - Automatic IRA Act of 2007 S. 1758 Community Living Assistance Services and Supports Act S. 2121 Caregiver Assistance and Relief Effort Act of 2007 S. 2268 Long-Term Care Insurance Integrity Act of 2007 S. 2473 Defined Contribution Fee Disclosure Act S. 2794 The Senior Investor Protection Act of 2008 S. 1693 The Wired for Healthcare Quality Act Final 403(b) Regulations/Revenue Proceeding 2007-71 - issues related to timing relief, clarification of transition relief, grandfathering, effective date and restrictions on immediate redeemability. Department of Labor - Regulation on annual reporting obligations 29 CFR 2920-103-1; 72 FR 221 Notice of adoption of revisisions to annual return/report forms. Department of Labor - Final Revised Form 5500 (2009) - New Fee Reporting Rules - request changes to final rules.

Client expense: $910,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of

H.R. 3185, 401(k) Fair Disclosure for Retirement Security Act of 2007, All provisions H.R. 3765, Defined Contribution Plan Fee Transparency Act of 2007, All provisions H.R. 2167, Automatic IRA Act of 2007 , All provisions H.R. 2205, Retirement Security for Life Act, All provisions H.R. 6143, Pension Protection Act ERISA Amendments of 2008, All provisions H.R. 3088, Long Term Care Act of 2007, All provisions H.R. 3363, Long-Term Care Affordability and Security Act of 2007, All provisions H.R. 6357, Protecting Records, Optimizing Treatment, and Easing Communication through Healthcare Technology Act of 2008, All provisions H.R.6382, Pension Technical Corrections, All provisions H.R. 7242, Pension Protection Act IRC Amendments of 2008, All provisions S. 1010 , Retirement Security for Life Act of 2007, All provisions S. 1141, Automatic IRA Act of 2007, All provisions S. 1725, Restoring Pension Promises to Workers Act, All provisions S. 1974, Pension Protection Technical Correction Act of 2007, All provisions S. 2473, Defined Contribution Fee Disclosure Act of 2007, All provisions [No Bill Number], Annuity Default Distribution Fiduciary Protection [No Bill Number], QDIA Guidance and Clarifications, All provisions [No Bill Number], Defined Benefit Risk Factor [No Bill Number], PPA Technical Corrections [No Bill Number], Section 408(b)(2) Disclosure, DOL Regulation [No Bill Number], Disclosure to Participants, DOL Regulation [No Bill Number], Investment Advice, DOL Regulation [No Bill Number], Defined Benefit Risk Factor, Treasury

Client expense: $1,790,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Natl Security Council (NSC), SENATE, State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR)

HR 3361, Pension Protection Technical Corrections Act of 2008; HR 6143, Pension Protection Act ERISA Amendments of 2008

Client expense: $452,449 · Firm income: Not reported

Government targets: Executive Office of the President (EOP), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE, Treasury, Dept of

See attachment. RET Third Quarter Report 2008 HR 46 - Small Business Tax Fairness and Simplification Act. Issue: Long Term Care permitted to be offered in cafeteria plans and FSA. H.R. 1424 Emergency Economic Stabilization Act of 2008. Issue: executive com restrictions and 401(k) asset recovery. H.R. 2205/ S 1010 Retirement Security for Life Act. Issue:Tax Incentive for Non Qualified Annuities H.R. 2419 Farm Bill Extension Act. Issue: Roth treatment for 457 contracts. H.R. 2582 Qualified Long-Term Care Fairness Act of 2007. Issue: above the line deduction for LTC. H.R. 3185, the 401(k) Fair Disclosure for Retirement Security Act of 2007. Issue: Retirement plan fee disclosure. H.R. 3361 -To make technical corrections related to the Pension Protection Act of 2006. Issue: technical corrections to PPA. H.R. 3765 Defined Contribution Plan Fee Transparency Act of 2007. Issue: retirement plan fee disclosure. H.R. 3997 Defenders of Freedom Tax Act/ Heroes Earnings Assistance and Relief Act. Issue: military access to retirement monies. H.R. 5160 Small Business Add Value for Employees Act of 2008. Issue: expand pension coverage. H.R. 5559 The Long Term Care and Retirement Security Act of 2008. Issue: LTC in cafeteria and FSA and above the line deductions for LTC premiums. H.R. 6143 Pension Protection Act ERISA Amendments of 2008. Issue: Retirement plan modifications. H.R. 6237 The Tax Relief for Long Term Care Act of 2008. Issue: tax credit for LTC insurance premiums. H.R. 6357 Protecting Records, Optimizing Treatments, and Easing Communications Through Healthcare Technology Act of 2008 (ProTECHt Act) H.R. 6382 Pension Protection Act Technical Corrections. Issue: Retirement plan modifications H.R. 7242 Pension Protection Act IRC Amendments of 2008. Issue: LTC and annuity clarification; Tax free exchange provisions for LTC. S. 158 - Access to Affordable Health Care Act. Issue: above the line deduction for long term care insurance. S. 555 - Simple Cafeteria Plan Act. Issue: Long term care insurance permitted to be offered in cafeteria plans and FSA. S. 1288 - Women's Retirement Act of 2007. Issue: federal tax treatment of annuities. S. 1693 The Wired for Healthcare Quality Act. Issue: affects of LTC ERISA preemption. S. 1758 Community Living Assistance Services and Supports Act. Issue: reform of LTC financing. S. 1809/ H.R. 3088 Long-Term Care Act of 2007. Issue: distributions from retirement plans should not be included in gross income if used to pay for LTC premiums. S. 1974- the Pension Protection Technical Corrections Act of 2007. Issue: technical corrections to PPA. S. 2121 Caregiver Assistance and Relief Effort Act of 2007. Issue: above the line deduction for LTC. S. 2337/H.R. 3363 Long Term Care Affordability and Security Act of 2007. Issue: allows long term care insurance to be offered in employer sponsored cafeteria plans and FSA. S. 2473 Defined Contribution Fee Disclosure Act. Issue: retirement plan fee disclosure. S. 2794 The Senior Investor Protection Act of 2008. Issue: sales to seniors of annuity products. S. 3278/ HR 6708 - A bill which would limit the use of 401(k) debit cards and limit withdrawals from 401(k) plans. Issue: limit of withdrawals on retirement plans. S. 3327 Empowered at Home Act of 2008. Issue: Allows above the line tax deduction for LTC premiums. Allows LTC to be offered in cafeteria/ FSA plans. S. 3952 - Automatic IRA Act of 2007. Issue: expand pension coverage. H. Con Res 431 Supporting the Goals and Ideals of a Long Term Awareness Week. Issue: LTC.

Client expense: $830,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Proposals making technical corrections to The Pension Protection Act of 2006, including H.R. 3361, H.R. 6382, and S. 1974, The Pension Protection Technical Corrections Act and H.R. 6143, Pension Protection Act ERISA Amendments. Proposals related to older workers' incentives. Proposals related to hybrid pension plan guidance, including application of the backloading rules. Proposals related to reform of the minimum required distribution rules. Proposals related to mandatory savings accounts. Proposals related to defined contribution plan fees and fee disclosure practices, including H.R. 3765, The Defined Contribution Fee Transparency Act, H.R. 3185, 401(k) Fair Disclosure for Retirement Security Act, and S. 2473, Defined Contribution Fee Disclosure Act. S. 1288, Women's Retirement Security Act. H.R. 2831/S. 1843, The Lilly Ledbetter Fair Pay Act. Proposals related to asset averaging/smoothing rules of the Pension Protection Act of 2006. H.R. 3868, a bill to delay The Pension Protection Act defined benefit funding rules. Proposal to expand Code Section 401(h) to apply to all types of defined contribution plans. S. 1141/H.R. 2167, Automatic IRA Act of 2007. H.R. 5160, Small Business Add Value for Employees Act. Proposals related to expansion of Internal Revenue Code Section 420. Proposals related to retirement plan leakage. H.R. 3997, Emergency Economic Stabilization Act. Proposals related to commodities speculation as they affect retirement plans, including H.R. 6604, Commodity Markets Transparency and Accountability Act, S. 3248, Commodity Speculation Reform Act, and S. 3268, Stop Excessive Energy Speculation Act. Proposals for comprehensive pension and retirement savings legislation. Proposals related to qualfied supplemental executive retirement plans.

Client expense: Not reported · Firm income: $60,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 5160, Small Business Add Value for Employers Act of 2008; H.R. 6143, The Pension Protection Act - ERISA Amendments of 2008; H.R. 3361, Pension Protection Technical Corrections Act of 2008.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of