Windfall Elimination Provision Relief Act of 2007

H.R.1108-Provide FERS retirement credit for unused sick Leave, H.R.82, Social Security Government Pension Offset and Windfall Elimination Provision (GPO/WEP), H.R.726-WEP, S.1254 GPO,S1647, GPO/WEP Reform, S.773 and H.R.1110-Military and Federal Retirees to pay health insurance premiums with pre-taxed dollars

Client expense: $47,500 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

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

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)

Treaties and Legislation Global Online Freedom Act (H.R. 4780) Child Soldier Prevention Act (S. 1175 and H.R. 3028) Child Soldiers Accountability Act (S. 2135) International Violence Against Women Act (S. 2279) International Violence Against Women Act (S. 2279) Sexual Violence in Sudan, Chad, CAR resolution (H.R. 726) William Wilberforce Trafficking Victims Protection Reauthorization Act (S. 3061 and H.R. 3887) Vietnam Human Rights Act (S. 3678) Protection Against Transmission of HIV for Women and Youth Act (H.R. 1713) Policies/Issues Algeria: Urged US to reveal whereabouts of two Algerians transferred from Guantanamo to Algeria. Proposed that US Secretary of State Condoleezza Rice press the Algerian government on the well-being and status of Guantanamo detainees returned to Algeria. Angola: Urged US to press Angola to improve its election procedures following the flawed parliamentary elections in September 2008. Azerbaijan: Urged US to take a stronger stance on the deteriorating human rights situation in Azerbaijan, especially media freedom; urged US to press Azerbaijan to secure the release of wrongfully imprisoned journalists. Bangladesh: Urged US to limit cooperation with the abusive Rapid Action Battalion to human rights training. Bhutan: Urged US to work with Nepal to ensure full protection of Bhutanese refugees who wish to be resettled in US. Bosnia: Urged US to continue commitment to justice in the Balkans by supporting local war crimes trials in Bosnias cantonal and district courts. Burma: Called for increased US pressure for democratic change in Burma and extended targeted sanctions in Burma; urged US to press other countries to support inclusion of Burma on UN Security Council agenda; urged US to support international humanitarian efforts in Burmathrough bilateral channels and Asean channelsfollowing Cyclone Nagris. Cambodia: Urged US to consider concerns about judicial independence before funding Khmer Rouge tribunal. Chad: Urged US to press Chad for an end to enforced disappearances and clarify the fate of opposition leaders arbitrarily detained in early 2008. China: Urged US to press China to fulfill human rights commitments related to Olympics; urged US to raise concerns about ongoing crackdown against dissidents and human rights defenders as well as lack of rule of law and citizens inability to seek legal redress for injustice; urged US to press China about widespread abuses of migrant construction workers in Beijing; urged US to press China to abolish its discriminatory urban household registration permit system, affecting migrant workers and their families; urged US to expand its human rights monitoring capabilities in China; urged US to press for diplomatic and press access to Tibetan areas; urged US to press China to permanently extend Olympics-related temporary regulations on foreign media freedom. Colombia: Urged effective enforcement of human rights conditions on US military and demobilization aid to Colombia; urged delay of free trade agreement until more progress is made against paramilitary violence. Urged US to prosecute extradited paramilitary leaders for human rights violations. Democratic Republic of the Congo: Urged US to support appointment of international special advisor on human rights for eastern DRC to underpin the Goma peace process. Ethiopia: Urged US to press Ethiopia to investigate and hold accountable individuals responsible for human rights and humanitarian law abuses in Ethiopia (including Ogaden) and Somalia; and urged a strong US response to a new draft Ethiopian law aimed at restricting the activities of civil society organizations. Georgia: Urged US to press Georgia to undertake a thorough investigation into the police crackdown on demonstrators on November 7, 2007, and to undertake reforms in the penitentiary system and the criminal justice system. Urged US to press Georgia and Russia to respect international humanitarian law; to ensure accountability for human rights and international humanitarian law violations during and in the aftermath of the August 2008 conflict over South Ossetia; to lend support to a robust international monitoring presence with a strong civilian protection mandate; and to work to promote the right to return for IDPs wishing to do so. Global: Urged US to take a stronger stance on the Voluntary Principles for Security and Human Rights in the extractive industries; advocated for a cut-off of certain categories of US military aid to countries that recruit and use child soldiers in violation of international law or support non-state armed groups that recruit children. Urged US to produce a report on womens inheritance rights and impact of PEPFAR. Urged US to support stronger language on the juvenile death penalty in UN General Assemblys annual child rights resolution. India: Urged US to push for accountability for those responsible for human rights abuses in India-administered Kashmir, in Punjab in the 1980s, and in Gujarat after the 2002 riots; urged US to continue to refuse an official invitation to Gujarat chief minister Narendra Modi his role in 2002 communal violence; urged US to encourage India to adopt equal opportunity policies to protect the rights of Dalits and Tribals; urged US to call for the protection of rights of those likely to be displaced in West Bengal state due to government land acquisition for industry. Indonesia: Supported the continued prohibition by US on International Military Education and Training (IMET) and Foreign Military Financing (FMF) to Indonesia given ongoing Indonesian military abuses; urged US to raise with Indonesia concerns about abuses against child domestic workers and to press for amending labor law to grant core labor rights to workers in the informal sector, including domestic workers; urged US to raise with Indonesia concerns about human rights abuses by the Indonesian military exacerbated by the lack of oversight over legal and illicit business practices. Iraq: Urged US to investigate allegations of torture and ill-treatment of detainees by Iraqi security forces; urged US to ensure that assistance to Iraq will not contribute to human rights violations; urged the US to admit substantially more refugees from Iraq and increase financial support to Syria, Jordan, and other countries that have borne the brunt of the refugee crisis. Urged the US to release detainees in Iraq that are unlikely to be charged, and transfer others against whom there is evidence for criminal proceedings to Iraqi courts with the safeguard that no one should be transferred if they are at risk of abuse; urged US forces in Iraq to ensure that children taken into custody are treated as children, given prompt judicial review and access to independent monitors. Israel/Palestinian Authority: Urged US to ensure that political agreements between the two parties be consistent with human rights norms; urged US to inform Israel that continued US military assistance requires clear and measurable steps to halt serious rights violations and to inform the Palestinian Authority that any US security assistance requires clear and measurable steps to halt serious rights violations by its security forces and by Palestinian armed groups; urged US to press Israel to reverse its strict closure policy towards the Gaza Strip, which is harming Gazas civilian population. Urged the US to avoid being financially complicit in the expansion of illegal new settlement construction and security measures by Israel in the West Bank. Jordan: Urged US to condition funding for Jordan on the improvement of human rights standards relating to free assembly and association, torture in prisons, and misuse of administrative detention. Kazakhstan: Urged US to press Kazakhstan to fulfill the reform pledges it made in exchange for the chairmanship of the Organization for Security and Cooperation in Europe in 2010, and overall to use its relationship with Kazakhstan to advance progress in human rights in areas of key concern such as media freedom and freedom of assembly. Kenya: Urged US to oppose any attempt to grant amnesty to those responsible for violence after Kenyas elections in early 2008; and to suspend bilateral military training until there is a full, independent inquiry into human rights abuses in the Mount Elgon region of the country (in which a US-trained unit has been heavily implicated). Libya: Urged US to push for improvements in human rights practices in Libya. Urged US to condition further improvements in the US-Libya relationship on steps by Libyan authorities to end the incarceration of political prisoners, abolish laws that imprison peaceful critics, promote freedom of expression and assembly, and stop the use of torture. Malaysia: Urged US to press Malaysia to rescind the Internal Security Act and dismantle abusive volunteer corps, and investigate human trafficking along the countrys borders. Morocco: Urged US to press Morocco to increase monitoring of human rights in Western Sahara. Nepal: Urged US to encourage Nepal to end disappearances and torture; urged US to prioritize human rights, particularly the impunity of the Nepal Army; urged US to press Nepal for accountability by all parties to the conflict and support human rights training of security forces; urged US to support better conditions for vulnerable groups such as Dalits, Madhesis, women and children; urged US to press Nepal government not to violate rights of Tibetans in Nepal, including repealing threats to deport them. Nigeria: Urged US to press the Nigerian government to tackle government corruption and mismanagement and bring to account those responsible. North Korea: Urged US to incorporate human rights concerns into security discussions. Pakistan: Urged US to: press for full restoration of judiciary; condition military aid on democratic reform; advocate for womens rights in Pakistan; support free expression for journalists and human rights activists in Pakistan; and push for accountability for those responsible for human rights abuses in Pakistan-administered Kashmir. Philippines: Urged US to condition military aid on progress in the prosecution of members of the Armed Forces of the Philippines who are implicated in human rights violations, urged US to more carefully vet members of the AFP and Philippine National Police who participate in US-funded programs. Russia: Urged US to press Russia to amend its NGO law to conform to international standards. Urged US to press Russia to end violence by S. Ossetian militia; to press Russia and Georgia to respect international humanitarian law; to ensure accountability for human rights and international humanitarian law violations during and in the aftermath of the August 2008 conflict over South Ossetia; to lend support to a robust international monitoring presence with a strong civilian protection mandate; and to work to promote the right to return for IDPs wishing to do so. Rwanda: Urged US not to support the reappointment of war crimes suspect Karake Karenzi as deputy commander of the Rwandan contingent to UNAMID (Darfur); and to press for due process for all crimes committed in Rwanda during and following the 1994 genocide. Saudi Arabia: Urged US to protest Saudi restrictions on the freedom of religion and the freedom of expression and association. Urged US to press Saudi Arabia to improve judiciary, penal code, and respect for due process in criminal justice system. Sierra Leone: Urged US to continue its financial support of the Special Court for Sierra Leone and to quickly disburse FY 2008 funds granted to the court. Sri Lanka: Urged US to push for an international human rights monitoring mission in Sri Lanka to investigate abuses by all sides to the conflict; urged US to address with Sri Lanka issues of child recruitment by armed groups with Sri Lankan military complicity and by the Liberation Tigers of Tamil Eelam; urged US to condition aid to Sri Lanka on improvement in human rights standards. Somalia: urged US to focus concerns on needs of the civilian population; promote creation of a Commission of Inquiry into human rights abuses by all parties to the conflict. Sudan: Urged US to press for action in Darfur by asking the UN Security Council to call on the Sudanese government to end human rights abuses and hold violators accountable; urged US to work toward the effective deployment of international peacekeepers into the Darfur region; and urged US to veto any attempts to secure a Security Council deferral of ICC indictments against Sudanese President Bashir. Thailand: Urged US to condemn rights abuses by all sides in the conflict in southern Thailand; urged US to press for full respect of human rights and accountability from Thailand in bilateral drug suppression efforts; urged US to oppose Thailand using extrajudicial killings in the war on drugs; urged US to press Thailand not to return Lao Hmong refugees to Laos and to find durable solutions for Burmese refugees in Thailand; sought US support to press for the resumption of UNHCR status determination process in Thailand; urged US to protest Thai government restrictions on civil liberties and to protect Thai rights defenders. Tunisia: Urged US to press the Tunisia to end its harassment and imprisonment of human rights activists. Turkmenistan: Urged US to link deepening of relations with Turkmenistan to concrete improvements in human rights. Uganda: Urged US to push for human rights improvements in northern Uganda and to press for an end to torture and the continued government use of secret detention centers; urged US to push for accountability for the Lords Resistance Armys atrocities and to support UN Security Council statement on LRA abuses. Uzbekistan: Urged US to formulate and pursue a clear human rights policy vis-a-vis the Uzbek government, including by operationalizing the targeted sanctions sanctions in the form of a visa ban on Uzbek government officials responsible for the May 2005 massacre at Andijan and the ensuing crackdown on civil society, imposed in June 2008 following the Uzbek governments failure to meet the specific human rights benchmarks articulated in the foreign operations bill. Vietnam: Advocated for continuation of Vietnams status as a Country of Particular Concern for its restrictions on religious freedom; called on US to press Vietnam to account for whereabouts of labor activist Le Tri Tue; urged US to continue monitoring rights abuses by Vietnam against ethnic minority populations; called for US to press Vietnam to annul national security legislation that criminalizes peaceful assembly, expression, association, and certain religions. Zimbabwe: Urged US to maintain pressure on Zimbabwe by extending sanctions on officials responsible for human rights abuses and ensuring that perpetrators are held accountable following any power-sharing agreement in the country.

Client expense: $130,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE, State, Dept of (DOS)

Treaties/Legislation Global Online Freedom Act (H.R. 4780) Child Soldiers Prevention Act (S. 1175 and H.R. 3028) Treaties/Legislation cont. Child Soldiers Accountability Act (S. 2135) International Violence Against Women Act (S. 2279) Sexual Violence in Sudan, Chad, CAR resolution (H.R. 726) Burma Sanctions bills (S. 2257 and H.R. 3890) William Wilberforce Trafficking Victims Protection Reauthorization Act (S. 3061 and H.R. 3887) Policies/Issues Algeria: Urged US to reveal whereabouts of two Algerians transferred from Guantanamo to Algeria. Azerbaijan: Urged US to take a stronger stance on the deteriorating human rights situation in Azerbaijan, especially in the area of media freedom; urged US to use its leverage with the Azerbaijani government to secure the release of wrongfully imprisoned journalists. Bangladesh: Urged US to raise with Bangladesh: full restoration of human rights; need for in 2008; prosecution of human rights violators in security forces; need for independent monitors at detention facilities. Urged US to limit assistance to abusive police and military forces to human rights education. Bhutan: Urged US to work with Nepal to ensure full protection of Bhutanese refugees who wish to be resettled in US. Bosnia: Urged US to continue commitment to justice in the Balkans by supporting local war crimes trials in Bosnias cantonal and district courts. Burma: Called for increased US pressure for democratic change in Burma and extended targeted sanctions in Burma; advocated for US pressure on other countries to support the inclusion of Burma on the agenda of the UN Security Council; urged US to support international humanitarian efforts in Burmathrough bilateral channels and Asean channelsfollowing Cyclone Nagris. Cambodia: Urged US to consider concerns about judicial independence before funding Khmer Rouge tribunal. China: Urged US to press China to fulfill human rights commitments related to the Olympics; urged US to raise concerns about ongoing pre-Olympics crackdown against dissidents and human rights defenders as well as lack of rule of law and citizens inability to seek legal redress for injustice; urged US to press China about widespread abuses of migrant construction workers in Beijing; urged US to press China to abolish its discriminatory urban household registration permit system, affecting migrant workers and their families. Colombia: Urged effective enforcement of human rights conditions on US military and demobilization aid to Colombia; urged delay of free trade agreement until more progress is made against paramilitary violence. Democratic Republic of the Congo: Urged US to support appointment of international special advisor on human rights for eastern DRC to underpin the Goma peace process. Ethiopia: Urged US to press Ethiopia to investigate and hold accountable individuals responsible for human rights abuses in Ethiopia (including Ogaden) and Somalia. Georgia: Urged US to press Georgia to undertake a thorough investigation into the police crackdown on demonstrators on November 7, 2007, and to undertake reforms in the penitentiary system and the criminal justice system. Global: Urged US to take a stronger stance on the Voluntary Principles for Security and Human Rights in the extractive industries; advocated for a cut-off of certain categories of US military aid to countries that recruit and use child soldiers in violation of international law or support non-state armed groups that recruit children. Urged US to enact the Protection Against Transmission of HIV for Women and Youth Act of 2007 to remove abstinence-until-marriage earmark for PEPFAR programs and ensure that HIV prevention programs are based on scientific evidence, good public health practice, and human rights principles; urged US to produce a report on womens inheritance rights and impact of PEPFAR. India: Urged US to push for accountability for those responsible for human rights abuses in India-administered Kashmir, in Punjab in the 1980s, and in Gujarat after the 2002 riots; urged US to continue to refuse an official invitation to Gujarat chief minister Narendra Modi his role in 2002 communal violence; urged US to encourage India to adopt equal opportunity policies to protect the rights of Dalits and Tribals; urged US to call for the protection of rights of those likely to be displaced in West Bengal state due to government land acquisition for industry. Indonesia: Supported the continued prohibition by US on International Military Education and Training (IMET) and Foreign Military Financing (FMF) to Indonesia given ongoing Indonesian military abuses; urged US to raise with Indonesia concerns about abuses against child domestic workers and to press for amending labor law to grant core labor rights to workers in the informal sector, including domestic workers; urged US to raise with Indonesia concerns about human rights abuses by the Indonesian military exacerbated by the lack of oversight over legal and illicit business practices. Iraq: Urged US to investigate allegations of torture and ill-treatment of detainees by Iraqi security forces; urged US to ensure that assistance to Iraq will not contribute to human rights violations; urged US military to prevent and prohibit mistreatment of Iraqis in US custody; urged US to accept a higher number of Iraqi refugees and to support other countries in the region who have Iraqi refugees; urged US forces in Iraq to ensure that children taken into custody are treated as children, given prompt judicial review and access to independent monitors. Israel/Palestinian Authority: Urged US to ensure that political agreements between the two parties be consistent with human rights norms; urged US to inform Israel that continued US military assistance requires clear and measurable steps to halt serious rights violations and to inform the Palestinian Authority that any US security assistance requires clear and measurable steps to halt serious rights violations by its security forces and by Palestinian armed groups; urged US to call on Israel to end its ban preventing Palestinian students from leaving the Gaza Strip to study abroad, to reinstate Fulbright grants offered to Gaza students, to press Israel to reverse its strict closure policy towards the Gaza Strip, which is harming Gazas civilian population. Jordan: Urged US to condition funding for Jordan on the improvement of human rights standards relating to free assembly and association, torture in prisons, and misuse of administrative detention. Kazakhstan: Urged US to condition Kazakhstans bid to chair the Organization for Security and Cooperation in Europe to Kazakhstans progress in addressing human rights concerns such as media freedom and freedom of assembly. Kenya: Urged US to oppose any attempt to grant amnesty to those responsible for violence after Kenyas elections in early 2008. Libya: Urged US to push for improvements in human rights practices in Libya. Malaysia: Urged US to press Malaysia to rescind the Internal Security Act and dismantle abusive volunteer corps. Morocco: Urged US to press Morocco to increase monitoring of human rights in Western Sahara. Nepal: Urged US to encourage Nepal to end disappearances and torture; urged US to prioritize human rights, particularly the impunity of the Nepal Army; urged US to press Nepal for accountability by all parties to the conflict after the Constituent Assembly elections and support human rights training of security forces; urged US to support better conditions for vulnerable groups such as Dalits, Madhesis, women and children. North Korea: Urged US to incorporate human rights concerns into security discussions. Pakistan: Urged US to: press for full restoration of judiciary; condition military aid on democratic reform; advocate for womens rights in Pakistan; support free expression for journalists and human rights activists in Pakistan; and push for accountability for those responsible for human rights abuses in Pakistan-administered Kashmir. Philippines: Urged US to condition military aid on progress in the prosecution of members of the Armed Forces of the Philippines who are implicated in human rights violations. Russia: Urged US to press Russia to amend their NGO law to conform to international standards. Saudi Arabia: Urged US to protest Saudi restrictions on the freedom of religion and the freedom of expression and association. Sierra Leone: Urged US to continue its financial support of the Special Court for Sierra Leone and to quickly disburse FY 2008 funds granted to the court. Sri Lanka: Called on US to push for an international human rights monitoring mission in Sri Lanka to investigate abuses by all sides to the conflict; urged US to address with Sri Lanka issues of child recruitment by armed groups with Sri Lankan military complicity and by the Liberation Tigers of Tamil Eelam; urged US to condition aid to Sri Lanka on improvement in human rights standards. Sudan: Urged US to press for action in Darfur by asking the UN Security Council to call on the Sudanese government to end human rights abuses and hold violators accountable; urged US to work toward the effective deployment of international peacekeepers into the Darfur region. Thailand: Urged US to condemn rights abuses by all sides in the conflict in southern Thailand; urged US to press for full respect of human rights and accountability from Thailand in bilateral drug suppression efforts; urged US to oppose Thailand using extrajudicial killings in the war on drugs; urged US to press Thailand not to return Lao Hmong refugees to Laos and to find durable solutions for Burmese refugees in Thailand; sought US support to press for the resumption of UNHCR status determination process in Thailand; urged US to protest Thai government restrictions on civil liberties and to protect Thai rights defenders; urged US to encourage Thailand to support international humanitarian efforts in Burma in aftermath of Cyclone Nagris. Uganda: Urged US to push for human rights improvements in northern Uganda and to press for an end to torture in Uganda; urged US to push for accountability for the Lords Resistance Armys atrocities and to support UN Security Council statement in light of renewed abuses. Uzbekistan: Urged US to impose targeted sanctions against selected Uzbek government officials responsible for the May 2005 massacre at Andijan and the ensuing crackdown on civil society, and overall to condition its relationship with the Uzbek government on its fulfillment of specific human rights benchmarks. Urged US to help ensure protection from forced return and secure urgent resettlement of Uzbek refugees in Kyrgyzstan, Kazakhstan, Russia, and other countries where their safety was at risk. Vietnam: Advocated for continuation of Vietnams status as a Country of Particular Concern for its restrictions on religious freedom; called on US to press Vietnam to account for whereabouts of labor activist Le Tri Tue; urged US to continue monitoring rights abuses by Vietnam against ethnic minority populations; called for US to press Vietnam to annul national security legislation that criminalizes peaceful assembly, expression, association, and certain religions.

Client expense: $140,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE, State, Dept of (DOS)

S. 1254 and H.R. 2988, To amend title II of the Social Security Act to provide that the reductions in social security benefits which are required in the case of spouses and surviving spouses who are also receiving certain government pensions shall be equal to the amount by which two-thirds of the total amount of the combined monthly benefit (before reduction) and monthly pension exceeds $1,200, adjusted for inflation. S. 206 and H.R. 82, To amend title II of the Social Security Act to repeal the Government pension offset and windfall elimination provisions. H.R. 726, To amend title II of the Social Security Act to restrict the application of the windfall elimination provision to individuals whose combined monthly income from benefits under such title and other monthly periodic payments exceeds a minimum COLA-adjusted amount of $2,500 and to provide for a graduated implementation of such provision on amounts above such minimum amount. H.R. 2780, To amend section 8339 (p) of title 5, United States Code, to clarify the method for computing certain annuities under the Civil Service Retirement System which are based on part-time service, and for other purposes. S. 2003, To facilitate the part-time reemployment of annuitants, and for other purposes. H.R. 3579, To amend title 5, United States Code, to facilitate the temporary reemployment of Federal annuitants, and for other purposes. H.R. 4777, To amend chapters 83 and 84 of title 5, United States Code, to provide for the indexation of deferred annuities; to provide that a survivor annuity be provided to the wido or widower of a former employee who dies after separating from Government service with title to a deferred annuity under the Civil Service Retirment System but before establishing a valid claim therefor, and for other purposes. H.R. 1108 to allow Federal Employees Retirement System (FERS) employees to credit their unused sick leave toward their retirement and to make improvements in the Thrift Savings Plan (TSP).

Client expense: $70,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Office of Personnel Management (OPM), SENATE

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

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

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

Client expense: $250,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R.82, Repeal of Government Pension Offset & Windfall Elimination Provision S.206, Repeal of Government Pension Offset & Windfall Elimination Provision S.1254, Government Pension Offset Reform H.R.2988, Government Pension Offset Reform H.R.2780, Annuitant Part-Time Service Credit S. 1045, Performance Management in Government H.R. 3056, Tax Collection Responsibility Act of 2007 H.R. 695, Taxpayer Abuse and Harassment Prevention Act of 2007 S. 335, IRS Private Tax Collection Prohibition H.R. 1073, Law Enforcement Officers Equity Act S. 1354, Law Enforcement Officers Equity Act H.R. 985, Whistleblowers Protection Enhancement Act S. 274, Federal Employee Protection of Disclosures (Whistleblower Protection Act) H.R. 1369, Family and Medical Leave H.R. 2392, Family and Medical Leave S. 80, Family and Medical Leave S. 680, Competitive Sourcing H.R. 2533, Recapture of Retirement Credit S. 2003, Federal Annuitant Reemployment H.R. 3579, Federal Annuitant Reemployment S. 1647, Windfall Elimination Provision Offset H.R. 726, Windfall Elimination Provision Offset H.R. 5719, Taxpayer Assistance and Simplification Act of 2008 H.R. 5140, Economic Stimulus Act of 2008 H.R. 3799, Paid Parental Leave H.R. 3158, Paid Parental Leave H.R. 5718, Paid Parental Leave H.R. 5781, Paid Parental Leave S. 3140, Paid Parental Leave H.R. 3212, Transportation Security Personnel Management H.R. 2772, Windfall Elimination Provision S. 3013, Non-Foreign COLA Act H.R. 4106, Telework Improvement Act S. 1000, Telework Act S. 3623, DHS Authorization, FY 2009 S. 547, Effective Homeland Security Management Act S. 2816, Provide for Appointment of DHS Chief Human Capital Officer H.R. 1424, Emergency Economic Stabilization Act H.R. 404, Federal Customer Service Enhancement Act H.R. 5573, FERS Retirees Unused Sick Leave H.R. 5922, Sick Leave for Community Service H.R. 1108, FDA Tobacco Regulation H.R. 5658, Department of Defense Authorization Act, FY 2009 S. 3001, S. 2787, S. 3002, Department of Defense Authorization Act, FY 2009 H.R. 6500, Thrift Savings Plan Enhancement Act of 2008 H.R. 5662, Putting Our Resources Toward Security (Ports) Act

Client expense: $156,647 · Firm income: Not reported

Government targets: Federal Election Commission (FEC), Food & Drug Administration (FDA), General Services Administration (GSA), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Internal Revenue Service (IRS), Office of Management & Budget (OMB), Office of Personnel Management (OPM), Office of the Comptroller of the Currency (OCC), Patent & Trademark Office (PTO), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, U.S. Customs & Border Protection

HR1110: To amend the Internal Revenue Code of 1986 to allow Federal civilian and military retirees to pay health insurance premiums on a pretax basis and to allow a deduction for TRICARE supplemental premiums. S206,HR82: To amend title II of the Social Security Act to repeal the Government pension offset and windfall elimination provisions S1254, HR2998: To amend title II of the Social Security Act to provide that the reductions in social security benefits which are required in the case of spouses and surviving spouses who are also receiving certain government pensions shall be equal to the amount by which two-thirds of the total amount of the combined monthly benefit (before reduction) and monthly pension exceeds $1,200, adjusted for inflation. HR726: To amend title II of the Social Security Act to restrict the application of the windfall elimination provision to individuals whose combined monthly income from benefits under such title and other monthly periodic payments exceeds a minimum COLA-adjusted amount of $2,500 and to provide for a graduated implementation of such provision on amounts above such minimum amount. S1647, HR2772: To amend title II of the Social Security Act to repeal the windfall elimination provision and protect the retirement of public servants.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Treaties/Legislation "Global Online Freedom Act (H.R. 4780) "Child Soldiers Prevention Act (S. 1175 and H.R. 3028) Treaties/Legislation cont. Child Soldiers Accountability Act (S. 2135) International Violence Against Women Act (S. 2279) Sexual Violence in Sudan, Chad, CAR resolution (H.R. 726) Burma Sanctions bills (S. 2257 and H.R. 3890) William Wilberforce Trafficking Victims Protection Reauthorization Act (S. 3061 and H.R. 3887) Policies/Issues Algeria: Urged US to reveal whereabouts of two Algerians transferred from Guantanamo to Algeria. Azerbaijan: Urged US to take a stronger stance on the deteriorating human rights situation in Azerbaijan, especially in the area of media freedom; urged US to use its leverage with the Azerbaijani government to secure the release of wrongfully imprisoned journalists. Bangladesh: Urged US to raise with Bangladesh: full restoration of human rights; need for in 2008; prosecution of human rights violators in security forces; need for independent monitors at detention facilities. Urged US to limit assistance to abusive police and military forces to human rights education. Bhutan: Urged US to work with Nepal to ensure full protection of Bhutanese refugees who wish to be resettled in US. Bosnia: Urged US to continue commitment to justice in the Balkans by supporting local war crimes trials in Bosnias cantonal and district courts. Burma: Called for increased US pressure for democratic change in Burma and extended targeted sanctions in Burma; advocated for US pressure on other countries to support the inclusion of Burma on the agenda of the UN Security Council; urged US to support international humanitarian efforts in Burmathrough bilateral channels and Asean channelsfollowing Cyclone Nagris. Cambodia: Urged US to consider concerns about judicial independence before funding Khmer Rouge tribunal. China: Urged US to press China to fulfill human rights commitments related to the Olympics; urged US to raise concerns about ongoing pre-Olympics crackdown against dissidents and human rights defenders as well as lack of rule of law and citizens inability to seek legal redress for injustice; urged US to press China about widespread abuses of migrant construction workers in Beijing; urged US to press China to abolish its discriminatory urban household registration permit system, affecting migrant workers and their families. Colombia: Urged effective enforcement of human rights conditions on US military and demobilization aid to Colombia; urged delay of free trade agreement until more progress is made against paramilitary violence. Democratic Republic of the Congo: Urged US to support appointment of international special advisor on human rights for eastern DRC to underpin the Goma peace process. Ethiopia: Urged US to press Ethiopia to investigate and hold accountable individuals responsible for human rights abuses in Ethiopia (including Ogaden) and Somalia. Georgia: Urged US to press Georgia to undertake a thorough investigation into the police crackdown on demonstrators on November 7, 2007, and to undertake reforms in the penitentiary system and the criminal justice system. Global: Urged US to take a stronger stance on the Voluntary Principles for Security and Human Rights in the extractive industries; advocated for a cut-off of certain categories of US military aid to countries that recruit and use child soldiers in violation of international law or support non-state armed groups that recruit children. Urged US to enact the Protection Against Transmission of HIV for Women and Youth Act of 2007 to remove abstinence-until-marriage earmark for PEPFAR programs and ensure that HIV prevention programs are based on scientific evidence, good public health practice, and human rights principles; urged US to produce a report on womens inheritance rights and impact of PEPFAR. India: Urged US to push for accountability for those responsible for human rights abuses in India-administered Kashmir, in Punjab in the 1980s, and in Gujarat after the 2002 riots; urged US to continue to refuse an official invitation to Gujarat chief minister Narendra Modi his role in 2002 communal violence; urged US to encourage India to adopt equal opportunity policies to protect the rights of Dalits and Tribals; urged US to call for the protection of rights of those likely to be displaced in West Bengal state due to government land acquisition for industry. Indonesia: Supported the continued prohibition by US on International Military Education and Training (IMET) and Foreign Military Financing (FMF) to Indonesia given ongoing Indonesian military abuses; urged US to raise with Indonesia concerns about abuses against child domestic workers and to press for amending labor law to grant core labor rights to workers in the informal sector, including domestic workers; urged US to raise with Indonesia concerns about human rights abuses by the Indonesian military exacerbated by the lack of oversight over legal and illicit business practices. Iraq: Urged US to investigate allegations of torture and ill-treatment of detainees by Iraqi security forces; urged US to ensure that assistance to Iraq will not contribute to human rights violations; urged US military to prevent and prohibit mistreatment of Iraqis in US custody; urged US to accept a higher number of Iraqi refugees and to support other countries in the region who have Iraqi refugees; urged US forces in Iraq to ensure that children taken into custody are treated as children, given prompt judicial review and access to independent monitors. Israel/Palestinian Authority: Urged US to ensure that political agreements between the two parties be consistent with human rights norms; urged US to inform Israel that continued US military assistance requires clear and measurable steps to halt serious rights violations and to inform the Palestinian Authority that any US security assistance requires clear and measurable steps to halt serious rights violations by its security forces and by Palestinian armed groups; urged US to call on Israel to end its ban preventing Palestinian students from leaving the Gaza Strip to study abroad, to reinstate Fulbright grants offered to Gaza students, to press Israel to reverse its strict closure policy towards the Gaza Strip, which is harming Gazas civilian population. Jordan: Urged US to condition funding for Jordan on the improvement of human rights standards relating to free assembly and association, torture in prisons, and misuse of administrative detention. Kazakhstan: Urged US to condition Kazakhstans bid to chair the Organization for Security and Cooperation in Europe to Kazakhstans progress in addressing human rights concerns such as media freedom and freedom of assembly. Kenya: Urged US to oppose any attempt to grant amnesty to those responsible for violence after Kenyas elections in early 2008. Libya: Urged US to push for improvements in human rights practices in Libya. Malaysia: Urged US to press Malaysia to rescind the Internal Security Act and dismantle abusive volunteer corps. Morocco: Urged US to press Morocco to increase monitoring of human rights in Western Sahara. Nepal: Urged US to encourage Nepal to end disappearances and torture; urged US to prioritize human rights, particularly the impunity of the Nepal Army; urged US to press Nepal for accountability by all parties to the conflict after the Constituent Assembly elections and support human rights training of security forces; urged US to support better conditions for vulnerable groups such as Dalits, Madhesis, women and children. North Korea: Urged US to incorporate human rights concerns into security discussions. Pakistan: Urged US to: press for full restoration of judiciary; condition military aid on democratic reform; advocate for womens rights in Pakistan; support free expression for journalists and human rights activists in Pakistan; and push for accountability for those responsible for human rights abuses in Pakistan-administered Kashmir. Philippines: Urged US to condition military aid on progress in the prosecution of members of the Armed Forces of the Philippines who are implicated in human rights violations. Russia: Urged US to press Russia to amend their NGO law to conform to international standards. Saudi Arabia: Urged US to protest Saudi restrictions on the freedom of religion and the freedom of expression and association. Sierra Leone: Urged US to continue its financial support of the Special Court for Sierra Leone and to quickly disburse FY 2008 funds granted to the court. Sri Lanka: Called on US to push for an international human rights monitoring mission in Sri Lanka to investigate abuses by all sides to the conflict; urged US to address with Sri Lanka issues of child recruitment by armed groups with Sri Lankan military complicity and by the Liberation Tigers of Tamil Eelam; urged US to condition aid to Sri Lanka on improvement in human rights standards. Sudan: Urged US to press for action in Darfur by asking the UN Security Council to call on the Sudanese government to end human rights abuses and hold violators accountable; urged US to work toward the effective deployment of international peacekeepers into the Darfur region. Thailand: Urged US to condemn rights abuses by all sides in the conflict in southern Thailand; urged US to press for full respect of human rights and accountability from Thailand in bilateral drug suppression efforts; urged US to oppose Thailand using extrajudicial killings in the war on drugs; urged US to press Thailand not to return Lao Hmong refugees to Laos and to find durable solutions for Burmese refugees in Thailand; sought US support to press for the resumption of UNHCR status determination process in Thailand; urged US to protest Thai government restrictions on civil liberties and to protect Thai rights defenders; urged US to encourage Thailand to support international humanitarian efforts in Burma in aftermath of Cyclone Nagris. Uganda: Urged US to push for human rights improvements in northern Uganda and to press for an end to torture in Uganda; urged US to push for accountability for the Lords Resistance Armys atrocities and to support UN Security Council statement in light of renewed abuses. Uzbekistan: Urged US to impose targeted sanctions against selected Uzbek government officials responsible for the May 2005 massacre at Andijan and the ensuing crackdown on civil society, and overall to condition its relationship with the Uzbek government on its fulfillment of specific human rights benchmarks. Urged US to help ensure protection from forced return and secure urgent resettlement of Uzbek refugees in Kyrgyzstan, Kazakhstan, Russia, and other countries where their safety was at risk. Vietnam: Advocated for continuation of Vietnams status as a Country of Particular Concern for its restrictions on religious freedom; called on US to press Vietnam to account for whereabouts of labor activist Le Tri Tue; urged US to continue monitoring rights abuses by Vietnam against ethnic minority populations; called for US to press Vietnam to annul national security legislation that criminalizes peaceful assembly, expression, association, and certain religions.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE, State, Dept of (DOS)

Treaties and Legislation "Global Online Freedom Act (H.R. 4780) "Child Soldier Prevention Act (S. 1175 and H.R. 3028) "Child Soldiers Accountability Act (S. 2135) International Violence Against Women Act (S. 2279) International Violence Against Women Act (S. 2279) Sexual Violence in Sudan, Chad, CAR resolution (H.R. 726) William Wilberforce Trafficking Victims Protection Reauthorization Act (S. 3061 and H.R. 3887) Vietnam Human Rights Act (S. 3678) Protection Against Transmission of HIV for Women and Youth Act (H.R. 1713) Policies/Issues Algeria: Urged US to reveal whereabouts of two Algerians transferred from Guantanamo to Algeria. Proposed that US Secretary of State Condoleezza Rice press the Algerian government on the well-being and status of Guantanamo detainees returned to Algeria. Angola: Urged US to press Angola to improve its election procedures following the flawed parliamentary elections in September 2008. Azerbaijan: Urged US to take a stronger stance on the deteriorating human rights situation in Azerbaijan, especially media freedom; urged US to press Azerbaijan to secure the release of wrongfully imprisoned journalists. Bangladesh: Urged US to limit cooperation with the abusive Rapid Action Battalion to human rights training. Bhutan: Urged US to work with Nepal to ensure full protection of Bhutanese refugees who wish to be resettled in US. Bosnia: Urged US to continue commitment to justice in the Balkans by supporting local war crimes trials in Bosnias cantonal and district courts. Burma: Called for increased US pressure for democratic change in Burma and extended targeted sanctions in Burma; urged US to press other countries to support inclusion of Burma on UN Security Council agenda; urged US to support international humanitarian efforts in Burmathrough bilateral channels and Asean channelsfollowing Cyclone Nagris. Cambodia: Urged US to consider concerns about judicial independence before funding Khmer Rouge tribunal. Chad: Urged US to press Chad for an end to enforced disappearances and clarify the fate of opposition leaders arbitrarily detained in early 2008. China: Urged US to press China to fulfill human rights commitments related to Olympics; urged US to raise concerns about ongoing crackdown against dissidents and human rights defenders as well as lack of rule of law and citizens inability to seek legal redress for injustice; urged US to press China about widespread abuses of migrant construction workers in Beijing; urged US to press China to abolish its discriminatory urban household registration permit system, affecting migrant workers and their families; urged US to expand its human rights monitoring capabilities in China; urged US to press for diplomatic and press access to Tibetan areas; urged US to press China to permanently extend Olympics-related temporary regulations on foreign media freedom. Colombia: Urged effective enforcement of human rights conditions on US military and demobilization aid to Colombia; urged delay of free trade agreement until more progress is made against paramilitary violence. Urged US to prosecute extradited paramilitary leaders for human rights violations. Democratic Republic of the Congo: Urged US to support appointment of international special advisor on human rights for eastern DRC to underpin the Goma peace process. Ethiopia: Urged US to press Ethiopia to investigate and hold accountable individuals responsible for human rights and humanitarian law abuses in Ethiopia (including Ogaden) and Somalia; and urged a strong US response to a new draft Ethiopian law aimed at restricting the activities of civil society organizations. Georgia: Urged US to press Georgia to undertake a thorough investigation into the police crackdown on demonstrators on November 7, 2007, and to undertake reforms in the penitentiary system and the criminal justice system. Urged US to press Georgia and Russia to respect international humanitarian law; to ensure accountability for human rights and international humanitarian law violations during and in the aftermath of the August 2008 conflict over South Ossetia; to lend support to a robust international monitoring presence with a strong civilian protection mandate; and to work to promote the right to return for IDPs wishing to do so. Global: Urged US to take a stronger stance on the Voluntary Principles for Security and Human Rights in the extractive industries; advocated for a cut-off of certain categories of US military aid to countries that recruit and use child soldiers in violation of international law or support non-state armed groups that recruit children. Urged US to produce a report on womens inheritance rights and impact of PEPFAR. Urged US to support stronger language on the juvenile death penalty in UN General Assemblys annual child rights resolution. India: Urged US to push for accountability for those responsible for human rights abuses in India-administered Kashmir, in Punjab in the 1980s, and in Gujarat after the 2002 riots; urged US to continue to refuse an official invitation to Gujarat chief minister Narendra Modi his role in 2002 communal violence; urged US to encourage India to adopt equal opportunity policies to protect the rights of Dalits and Tribals; urged US to call for the protection of rights of those likely to be displaced in West Bengal state due to government land acquisition for industry. Indonesia: Supported the continued prohibition by US on International Military Education and Training (IMET) and Foreign Military Financing (FMF) to Indonesia given ongoing Indonesian military abuses; urged US to raise with Indonesia concerns about abuses against child domestic workers and to press for amending labor law to grant core labor rights to workers in the informal sector, including domestic workers; urged US to raise with Indonesia concerns about human rights abuses by the Indonesian military exacerbated by the lack of oversight over legal and illicit business practices. Iraq: Urged US to investigate allegations of torture and ill-treatment of detainees by Iraqi security forces; urged US to ensure that assistance to Iraq will not contribute to human rights violations; urged the US to admit substantially more refugees from Iraq and increase financial support to Syria, Jordan, and other countries that have borne the brunt of the refugee crisis. Urged the US to release detainees in Iraq that are unlikely to be charged, and transfer others against whom there is evidence for criminal proceedings to Iraqi courts with the safeguard that no one should be transferred if they are at risk of abuse; urged US forces in Iraq to ensure that children taken into custody are treated as children, given prompt judicial review and access to independent monitors. Israel/Palestinian Authority: Urged US to ensure that political agreements between the two parties be consistent with human rights norms; urged US to inform Israel that continued US military assistance requires clear and measurable steps to halt serious rights violations and to inform the Palestinian Authority that any US security assistance requires clear and measurable steps to halt serious rights violations by its security forces and by Palestinian armed groups; urged US to press Israel to reverse its strict closure policy towards the Gaza Strip, which is harming Gazas civilian population. Urged the US to avoid being financially complicit in the expansion of illegal new settlement construction and security measures by Israel in the West Bank. Jordan: Urged US to condition funding for Jordan on the improvement of human rights standards relating to free assembly and association, torture in prisons, and misuse of administrative detention. Kazakhstan: Urged US to press Kazakhstan to fulfill the reform pledges it made in exchange for the chairmanship of the Organization for Security and Cooperation in Europe in 2010, and overall to use its relationship with Kazakhstan to advance progress in human rights in areas of key concern such as media freedom and freedom of assembly. Kenya: Urged US to oppose any attempt to grant amnesty to those responsible for violence after Kenyas elections in early 2008; and to suspend bilateral military training until there is a full, independent inquiry into human rights abuses in the Mount Elgon region of the country (in which a US-trained unit has been heavily implicated). Libya: Urged US to push for improvements in human rights practices in Libya. Urged US to condition further improvements in the US-Libya relationship on steps by Libyan authorities to end the incarceration of political prisoners, abolish laws that imprison peaceful critics, promote freedom of expression and assembly, and stop the use of torture. Malaysia: Urged US to press Malaysia to rescind the Internal Security Act and dismantle abusive volunteer corps, and investigate human trafficking along the countrys borders. Morocco: Urged US to press Morocco to increase monitoring of human rights in Western Sahara. Nepal: Urged US to encourage Nepal to end disappearances and torture; urged US to prioritize human rights, particularly the impunity of the Nepal Army; urged US to press Nepal for accountability by all parties to the conflict and support human rights training of security forces; urged US to support better conditions for vulnerable groups such as Dalits, Madhesis, women and children; urged US to press Nepal government not to violate rights of Tibetans in Nepal, including repealing threats to deport them. Nigeria: Urged US to press the Nigerian government to tackle government corruption and mismanagement and bring to account those responsible. North Korea: Urged US to incorporate human rights concerns into security discussions. Pakistan: Urged US to: press for full restoration of judiciary; condition military aid on democratic reform; advocate for womens rights in Pakistan; support free expression for journalists and human rights activists in Pakistan; and push for accountability for those responsible for human rights abuses in Pakistan-administered Kashmir. Philippines: Urged US to condition military aid on progress in the prosecution of members of the Armed Forces of the Philippines who are implicated in human rights violations, urged US to more carefully vet members of the AFP and Philippine National Police who participate in US-funded programs. Russia: Urged US to press Russia to amend its NGO law to conform to international standards. Urged US to press Russia to end violence by S. Ossetian militia; to press Russia and Georgia to respect international humanitarian law; to ensure accountability for human rights and international humanitarian law violations during and in the aftermath of the August 2008 conflict over South Ossetia; to lend support to a robust international monitoring presence with a strong civilian protection mandate; and to work to promote the right to return for IDPs wishing to do so. Rwanda: Urged US not to support the reappointment of war crimes suspect Karake Karenzi as deputy commander of the Rwandan contingent to UNAMID (Darfur); and to press for due process for all crimes committed in Rwanda during and following the 1994 genocide. Saudi Arabia: Urged US to protest Saudi restrictions on the freedom of religion and the freedom of expression and association. Urged US to press Saudi Arabia to improve judiciary, penal code, and respect for due process in criminal justice system. Sierra Leone: Urged US to continue its financial support of the Special Court for Sierra Leone and to quickly disburse FY 2008 funds granted to the court. Sri Lanka: Urged US to push for an international human rights monitoring mission in Sri Lanka to investigate abuses by all sides to the conflict; urged US to address with Sri Lanka issues of child recruitment by armed groups with Sri Lankan military complicity and by the Liberation Tigers of Tamil Eelam; urged US to condition aid to Sri Lanka on improvement in human rights standards. Somalia: urged US to focus concerns on needs of the civilian population; promote creation of a Commission of Inquiry into human rights abuses by all parties to the conflict. Sudan: Urged US to press for action in Darfur by asking the UN Security Council to call on the Sudanese government to end human rights abuses and hold violators accountable; urged US to work toward the effective deployment of international peacekeepers into the Darfur region; and urged US to veto any attempts to secure a Security Council deferral of ICC indictments against Sudanese President Bashir. Thailand: Urged US to condemn rights abuses by all sides in the conflict in southern Thailand; urged US to press for full respect of human rights and accountability from Thailand in bilateral drug suppression efforts; urged US to oppose Thailand using extrajudicial killings in the war on drugs; urged US to press Thailand not to return Lao Hmong refugees to Laos and to find durable solutions for Burmese refugees in Thailand; sought US support to press for the resumption of UNHCR status determination process in Thailand; urged US to protest Thai government restrictions on civil liberties and to protect Thai rights defenders. Tunisia: Urged US to press the Tunisia to end its harassment and imprisonment of human rights activists. Turkmenistan: Urged US to link deepening of relations with Turkmenistan to concrete improvements in human rights. Uganda: Urged US to push for human rights improvements in northern Uganda and to press for an end to torture and the continued government use of secret detention centers; urged US to push for accountability for the Lords Resistance Armys atrocities and to support UN Security Council statement on LRA abuses. Uzbekistan: Urged US to formulate and pursue a clear human rights policy vis-a-vis the Uzbek government, including by operationalizing the targeted sanctions sanctions in the form of a visa ban on Uzbek government officials responsible for the May 2005 massacre at Andijan and the ensuing crackdown on civil society, imposed in June 2008 following the Uzbek governments failure to meet the specific human rights benchmarks articulated in the foreign operations bill. Vietnam: Advocated for continuation of Vietnams status as a Country of Particular Concern for its restrictions on religious freedom; called on US to press Vietnam to account for whereabouts of labor activist Le Tri Tue; urged US to continue monitoring rights abuses by Vietnam against ethnic minority populations; called for US to press Vietnam to annul national security legislation that criminalizes peaceful assembly, expression, association, and certain religions. Zimbabwe: Urged US to maintain pressure on Zimbabwe by extending sanctions on officials responsible for human rights abuses and ensuring that perpetrators are held accountable following any power-sharing agreement in the country.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE, State, Dept of (DOS)

S. 1254 and H.R. 2988, To amend title II of the Social Security Act to provide that the reductions in social security benefits which are required in the case of spouses and surviving spouses who are also receiving certain government pensions shall be equal to the amount by which two-thirds of the total amount of the combined monthly benefit (before reduction) and monthly pension exceeds $1,200, adjusted for inflation. S. 206 and H.R. 82, To amend title II of the Social Security Act to repeal the Government pension offset and windfall elimination provisions. H.R. 726, To amend title II of the Social Security Act to restrict the application of the windfall elimination provision to individuals whose combined monthly income from benefits under such title and other monthly periodic payments exceeds a minimum COLA-adjusted amount of $2,500 and to provide for a graduated implementation of such provision on amounts above such minimum amount. H.R. 2780, To amend section 8339 (p) of title 5, United States Code, to clarify the method for computing certain annuities under the Civil Service Retirement System which are based on part-time service, and for other purposes. S. 2003, To facilitate the part-time reemployment of annuitants, and for other purposes. H.R. 3579, To amend title 5, United States Code, to facilitate the temporary reemployment of Federal annuitants, and for other purposes. H.R. 4777, To amend chapters 83 and 84 of title 5, United States Code, to provide for the indexation of deferred annuities; to provide that a survivor annuity be provided to the wido or widower of a former employee who dies after separating from Government service with title to a deferred annuity under the Civil Service Retirment System but before establishing a valid claim therefor, and for other purposes. H.R. 1108 to allow Federal Employees Retirement System (FERS) employees to credit their unused sick leave toward their retirement and to make improvements in the Thrift Savings Plan (TSP).

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

Government targets: HOUSE OF REPRESENTATIVES, Office of Personnel Management (OPM), SENATE

H.R.1108-provides FERS retirement credit for unused sick leave, H.R.82-Social Security Government Pension Offset and Windfall Elimination Provision (GPO/WEP), H.R.726-WEP,S.1254-GPO, S.1647-GPO/WEP Reform, S.773 and H.R.1110-Military and Federal Retirees to pay health insurance premiums with pre-taxed dollars

Client expense: $47,500 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

HR 726 - Windfall Elimination Provision Relief Act of 2007 HR 2988, S 1254 - Government Pension Offset Reform Act S 206, HR 82 - Social Security Fairness Act of 2007

Client expense: $510,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

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

Client expense: $175,241 · Firm income: Not reported

Government targets: Federal Election Commission (FEC), Food & Drug Administration (FDA), General Services Administration (GSA), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Internal Revenue Service (IRS), Office of Management & Budget (OMB), Office of Personnel Management (OPM), Office of the Comptroller of the Currency (OCC), Patent & Trademark Office (PTO), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, U.S. Customs & Border Protection

S 206 - Social Security Fairness Act of 2007 - Government Pension Offset Provisions (all related Titles) HR 82 - Social Security Fairness Act of 2007 - Windfall Elimination Provision (all related Titles) HR 726 - Windfall Elimination Provisions (all related Titles) HR 811 Paper Ballot Provisions (all related Titles) HR 5673; all titles HR 281; all titles S 979; all titles S 3013; all titles

Client expense: $175,872 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

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

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)

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

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

HR1110: To amend the Internal Revenue Code of 1986 to allow Federal civilian and military retirees to pay health insurance premiums on a pretax basis and to allow a deduction for TRICARE supplemental premiums. S206,HR82: To amend title II of the Social Security Act to repeal the Government pension offset and windfall elimination provisions S1254, HR2998: To amend title II of the Social Security Act to provide that the reductions in social security benefits which are required in the case of spouses and surviving spouses who are also receiving certain government pensions shall be equal to the amount by which two-thirds of the total amount of the combined monthly benefit (before reduction) and monthly pension exceeds $1,200, adjusted for inflation. HR726: To amend title II of the Social Security Act to restrict the application of the windfall elimination provision to individuals whose combined monthly income from benefits under such title and other monthly periodic payments exceeds a minimum COLA-adjusted amount of $2,500 and to provide for a graduated implementation of such provision on amounts above such minimum amount. S1647, HR2772: To amend title II of the Social Security Act to repeal the windfall elimination provision and protect the retirement of public servants.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

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

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Treaties/Legislation "Global Online Freedom Act (H.R. 4780) "Child Soldiers Prevention Act (S. 1175 and H.R. 3028) Treaties/Legislation cont. Child Soldiers Accountability Act (S. 2135) International Violence Against Women Act (S. 2279) Sexual Violence in Sudan, Chad, CAR resolution (H.R. 726) Burma Sanctions bills (S. 2257 and H.R. 3890) William Wilberforce Trafficking Victims Protection Reauthorization Act (S. 3061 and H.R. 3887) Policies/Issues Algeria: Urged US to reveal whereabouts of two Algerians transferred from Guantanamo to Algeria. Azerbaijan: Urged US to take a stronger stance on the deteriorating human rights situation in Azerbaijan, especially in the area of media freedom; urged US to use its leverage with the Azerbaijani government to secure the release of wrongfully imprisoned journalists. Bangladesh: Urged US to raise with Bangladesh: full restoration of human rights; need for in 2008; prosecution of human rights violators in security forces; need for independent monitors at detention facilities. Urged US to limit assistance to abusive police and military forces to human rights education. Bhutan: Urged US to work with Nepal to ensure full protection of Bhutanese refugees who wish to be resettled in US. Bosnia: Urged US to continue commitment to justice in the Balkans by supporting local war crimes trials in Bosnias cantonal and district courts. Burma: Called for increased US pressure for democratic change in Burma and extended targeted sanctions in Burma; advocated for US pressure on other countries to support the inclusion of Burma on the agenda of the UN Security Council; urged US to support international humanitarian efforts in Burmathrough bilateral channels and Asean channelsfollowing Cyclone Nagris. Cambodia: Urged US to consider concerns about judicial independence before funding Khmer Rouge tribunal. China: Urged US to press China to fulfill human rights commitments related to the Olympics; urged US to raise concerns about ongoing pre-Olympics crackdown against dissidents and human rights defenders as well as lack of rule of law and citizens inability to seek legal redress for injustice; urged US to press China about widespread abuses of migrant construction workers in Beijing; urged US to press China to abolish its discriminatory urban household registration permit system, affecting migrant workers and their families. Colombia: Urged effective enforcement of human rights conditions on US military and demobilization aid to Colombia; urged delay of free trade agreement until more progress is made against paramilitary violence. Democratic Republic of the Congo: Urged US to support appointment of international special advisor on human rights for eastern DRC to underpin the Goma peace process. Ethiopia: Urged US to press Ethiopia to investigate and hold accountable individuals responsible for human rights abuses in Ethiopia (including Ogaden) and Somalia. Georgia: Urged US to press Georgia to undertake a thorough investigation into the police crackdown on demonstrators on November 7, 2007, and to undertake reforms in the penitentiary system and the criminal justice system. Global: Urged US to take a stronger stance on the Voluntary Principles for Security and Human Rights in the extractive industries; advocated for a cut-off of certain categories of US military aid to countries that recruit and use child soldiers in violation of international law or support non-state armed groups that recruit children. Urged US to enact the Protection Against Transmission of HIV for Women and Youth Act of 2007 to remove abstinence-until-marriage earmark for PEPFAR programs and ensure that HIV prevention programs are based on scientific evidence, good public health practice, and human rights principles; urged US to produce a report on womens inheritance rights and impact of PEPFAR. India: Urged US to push for accountability for those responsible for human rights abuses in India-administered Kashmir, in Punjab in the 1980s, and in Gujarat after the 2002 riots; urged US to continue to refuse an official invitation to Gujarat chief minister Narendra Modi his role in 2002 communal violence; urged US to encourage India to adopt equal opportunity policies to protect the rights of Dalits and Tribals; urged US to call for the protection of rights of those likely to be displaced in West Bengal state due to government land acquisition for industry. Indonesia: Supported the continued prohibition by US on International Military Education and Training (IMET) and Foreign Military Financing (FMF) to Indonesia given ongoing Indonesian military abuses; urged US to raise with Indonesia concerns about abuses against child domestic workers and to press for amending labor law to grant core labor rights to workers in the informal sector, including domestic workers; urged US to raise with Indonesia concerns about human rights abuses by the Indonesian military exacerbated by the lack of oversight over legal and illicit business practices. Iraq: Urged US to investigate allegations of torture and ill-treatment of detainees by Iraqi security forces; urged US to ensure that assistance to Iraq will not contribute to human rights violations; urged US military to prevent and prohibit mistreatment of Iraqis in US custody; urged US to accept a higher number of Iraqi refugees and to support other countries in the region who have Iraqi refugees; urged US forces in Iraq to ensure that children taken into custody are treated as children, given prompt judicial review and access to independent monitors. Israel/Palestinian Authority: Urged US to ensure that political agreements between the two parties be consistent with human rights norms; urged US to inform Israel that continued US military assistance requires clear and measurable steps to halt serious rights violations and to inform the Palestinian Authority that any US security assistance requires clear and measurable steps to halt serious rights violations by its security forces and by Palestinian armed groups; urged US to call on Israel to end its ban preventing Palestinian students from leaving the Gaza Strip to study abroad, to reinstate Fulbright grants offered to Gaza students, to press Israel to reverse its strict closure policy towards the Gaza Strip, which is harming Gazas civilian population. Jordan: Urged US to condition funding for Jordan on the improvement of human rights standards relating to free assembly and association, torture in prisons, and misuse of administrative detention. Kazakhstan: Urged US to condition Kazakhstans bid to chair the Organization for Security and Cooperation in Europe to Kazakhstans progress in addressing human rights concerns such as media freedom and freedom of assembly. Kenya: Urged US to oppose any attempt to grant amnesty to those responsible for violence after Kenyas elections in early 2008. Libya: Urged US to push for improvements in human rights practices in Libya. Malaysia: Urged US to press Malaysia to rescind the Internal Security Act and dismantle abusive volunteer corps. Morocco: Urged US to press Morocco to increase monitoring of human rights in Western Sahara. Nepal: Urged US to encourage Nepal to end disappearances and torture; urged US to prioritize human rights, particularly the impunity of the Nepal Army; urged US to press Nepal for accountability by all parties to the conflict after the Constituent Assembly elections and support human rights training of security forces; urged US to support better conditions for vulnerable groups such as Dalits, Madhesis, women and children. North Korea: Urged US to incorporate human rights concerns into security discussions. Pakistan: Urged US to: press for full restoration of judiciary; condition military aid on democratic reform; advocate for womens rights in Pakistan; support free expression for journalists and human rights activists in Pakistan; and push for accountability for those responsible for human rights abuses in Pakistan-administered Kashmir. Philippines: Urged US to condition military aid on progress in the prosecution of members of the Armed Forces of the Philippines who are implicated in human rights violations. Russia: Urged US to press Russia to amend their NGO law to conform to international standards. Saudi Arabia: Urged US to protest Saudi restrictions on the freedom of religion and the freedom of expression and association. Sierra Leone: Urged US to continue its financial support of the Special Court for Sierra Leone and to quickly disburse FY 2008 funds granted to the court. Sri Lanka: Called on US to push for an international human rights monitoring mission in Sri Lanka to investigate abuses by all sides to the conflict; urged US to address with Sri Lanka issues of child recruitment by armed groups with Sri Lankan military complicity and by the Liberation Tigers of Tamil Eelam; urged US to condition aid to Sri Lanka on improvement in human rights standards. Sudan: Urged US to press for action in Darfur by asking the UN Security Council to call on the Sudanese government to end human rights abuses and hold violators accountable; urged US to work toward the effective deployment of international peacekeepers into the Darfur region. Thailand: Urged US to condemn rights abuses by all sides in the conflict in southern Thailand; urged US to press for full respect of human rights and accountability from Thailand in bilateral drug suppression efforts; urged US to oppose Thailand using extrajudicial killings in the war on drugs; urged US to press Thailand not to return Lao Hmong refugees to Laos and to find durable solutions for Burmese refugees in Thailand; sought US support to press for the resumption of UNHCR status determination process in Thailand; urged US to protest Thai government restrictions on civil liberties and to protect Thai rights defenders; urged US to encourage Thailand to support international humanitarian efforts in Burma in aftermath of Cyclone Nagris. Uganda: Urged US to push for human rights improvements in northern Uganda and to press for an end to torture in Uganda; urged US to push for accountability for the Lords Resistance Armys atrocities and to support UN Security Council statement in light of renewed abuses. Uzbekistan: Urged US to impose targeted sanctions against selected Uzbek government officials responsible for the May 2005 massacre at Andijan and the ensuing crackdown on civil society, and overall to condition its relationship with the Uzbek government on its fulfillment of specific human rights benchmarks. Urged US to help ensure protection from forced return and secure urgent resettlement of Uzbek refugees in Kyrgyzstan, Kazakhstan, Russia, and other countries where their safety was at risk. Vietnam: Advocated for continuation of Vietnams status as a Country of Particular Concern for its restrictions on religious freedom; called on US to press Vietnam to account for whereabouts of labor activist Le Tri Tue; urged US to continue monitoring rights abuses by Vietnam against ethnic minority populations; called for US to press Vietnam to annul national security legislation that criminalizes peaceful assembly, expression, association, and certain religions.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE, State, Dept of (DOS)

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

Client expense: $540,000 · 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)

HR 726 - Windfall Elimination Provision Relief Act of 2007 HR 2988, S 1254 - Government Pension Offset Reform Act S 206, HR 82 - Social Security Fairness Act of 2007

Client expense: $560,000 · Firm income: Not reported

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

S. 1254 and H.R. 2988, To amend title II of the Social Security Act to provide that the reductions in social security benefits which are required in the case of spouses and surviving spouses who are also receiving certain government pensions shall be equal to the amount by which two-thirds of the total amount of the combined monthly benefit (before reduction) and monthly pension exceeds $1,200, adjusted for inflation. S. 206 and HR 82, To amend title II of the Social Security Act to repeal the Government pension offset and windfall elimination provisions. H.R. 726, To amend title II of the Social Security Act to restrict the application of the windfall elimination provision to individuals whose combined monthly income from benefits under such title and other monthly periodic payments exceeds a minimum COLA-adjusted amount of $2,500 and to provide for a graduated implementation of such provision on amounts above such minimum amount. H.R. 2780, To amend section 8339(p) of title 5, United States Code, to clarify the method for computing certain annuities under the Civil Service Retirement System which are based on part-time service, and for other purposes. S. 2003, To facilitate the part-time reemployment of annuitants, and for other purposes. H.R. 3579, To amend title 5, United States Code, to facilitate the temporary reemployment of Federal annuitants, and for other purposes. H.R. 4777, To amend chapters 83 and 84 of title 5, United States Code, to provide for the indexation of deferred annuities; to provide that a survivor annuity be provided to the widow or widower of a former employee who dies after separating from Government service with title to a deferred annuity under the Civil Service Retirement System but before establishing a valid claim therefor, and for other purposes.

Client expense: $40,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Office of Personnel Management (OPM), SENATE

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

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

Government targets: Federal Election Commission (FEC), Food & Drug Administration (FDA), General Services Administration (GSA), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Internal Revenue Service (IRS), Office of Management & Budget (OMB), Office of Personnel Management (OPM), Office of the Comptroller of the Currency (OCC), Patent & Trademark Office (PTO), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, U.S. Customs & Border Protection

S 206 - Social Security Fairness Act of 2007 - Government Pension Offset Provisions (all related Titles) HR 82 - Social Security Fairness Act of 2007 - Windfall Elimination Provision (all related Titles) HR 726 - Windfall Elimination Provisions (all related Titles) HR 811 - Paper Ballot Provisions (all related Titles)

Client expense: $191,815 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

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

Client expense: $540,000 · 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)

H.R.82 Social Security Government Pension Offset and Windfall elimination Provision (GPO/WEP, S.206 - GPO/WEP - H.R.726 WEP, S.1254 -GPO, S.1647-GPO/WEP Reform, S.773-Military and Federal Retires to pay health insurance premiums with pre-taxed dollars, H..R. 1110-Health Premiums with pre-taxed dollars

Client expense: $47,500 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Office of Personnel Management (OPM), Postal Regulatory Commission, SENATE

HR1110: To amend the Internal Revenue Code of 1986 to allow Federal civilian and military retirees to pay health insurance premiums on a pretax basis and to allow a deduction for TRICARE supplemental premiums. S206,HR82: To amend title II of the Social Security Act to repeal the Government pension offset and windfall elimination provisions S1254, HR2998: To amend title II of the Social Security Act to provide that the reductions in social security benefits which are required in the case of spouses and surviving spouses who are also receiving certain government pensions shall be equal to the amount by which two-thirds of the total amount of the combined monthly benefit (before reduction) and monthly pension exceeds $1,200, adjusted for inflation. HR726: To amend title II of the Social Security Act to restrict the application of the windfall elimination provision to individuals whose combined monthly income from benefits under such title and other monthly periodic payments exceeds a minimum COLA-adjusted amount of $2,500 and to provide for a graduated implementation of such provision on amounts above such minimum amount. S1647, HR2772: To amend title II of the Social Security Act to repeal the windfall elimination provision and protect the retirement of public servants.

Client expense: Not reported · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

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

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

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

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

HR1110: To amend the Internal Revenue Code of 1986 to allow Federal civilian and military retirees to pay health insurance premiums on a pretax basis and to allow a deduction for TRICARE supplemental premiums. S206,HR82: To amend title II of the Social Security Act to repeal the Government pension offset and windfall elimination provisions S1254, HR2998: To amend title II of the Social Security Act to provide that the reductions in social security benefits which are required in the case of spouses and surviving spouses who are also receiving certain government pensions shall be equal to the amount by which two-thirds of the total amount of the combined monthly benefit (before reduction) and monthly pension exceeds $1,200, adjusted for inflation. HR726: To amend title II of the Social Security Act to restrict the application of the windfall elimination provision to individuals whose combined monthly income from benefits under such title and other monthly periodic payments exceeds a minimum COLA-adjusted amount of $2,500 and to provide for a graduated implementation of such provision on amounts above such minimum amount. S1647, HR2772: To amend title II of the Social Security Act to repeal the windfall elimination provision and protect the retirement of public servants.

Client expense: Not reported · Firm income: Not reported

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

Client expense: $870,000 · 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)

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

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

Government targets: Federal Election Commission (FEC), Food & Drug Administration (FDA), General Services Administration (GSA), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Internal Revenue Service (IRS), Office of Management & Budget (OMB), Office of Personnel Management (OPM), Office of the Comptroller of the Currency (OCC), Patent & Trademark Office (PTO), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, U.S. Customs & Border Protection

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

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

Government targets: Federal Election Commission (FEC), Food & Drug Administration (FDA), General Services Administration (GSA), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Internal Revenue Service (IRS), Office of Management & Budget (OMB), Office of Personnel Management (OPM), Office of the Comptroller of the Currency (OCC), Patent & Trademark Office (PTO), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, U.S. Customs & Border Protection

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

Client expense: $870,000 · 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)

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

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

HR 2988, S 1254 - Government Pension Offset Reform Act HR 726 - Windfall Elimination Provision Relief Act of 2007 S 206, HR 82 - Social Security Fairness Act of 2007

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

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

S 206 - Social Security Fairness Act of 2007 - Government Pension Offset Provisions (all related Titles) HR 82 - Social Security Fairness Act of 2007 - Windfall Elimination Provision (all related Titles) HR 726 - Windfall Elimination Provisions (all related Titles) HR 811 - Paper Ballot Provisions (all related Titles)

Client expense: $196,053 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S. 1254 and H.R. 2988, to amend Title II of the Social Security Act to provide that the reductions in Social Security benefits which are required in the case of spouses and surviving spouses who are also receiving certain government pensions shall be equal to the amount by which two-thirds of the total amount of the combined monthly benefit (before reduction) and monthly pension exceeds $1,200, adjusted for inflation. S. 206 and H.R. 82, to amend Title II of the Social Security Act to repeal the Government Pension Offset and the Windfall Elimination Provision. H.R. 726, Windfall Elimination Provision Relief Act of 2007, to amend Title II of the Social Security Act to restrict the application of the Windfall Elimination Provision to individuals whose combined monthly income from benefits under such title and other monthly periodic payments exceeds a minimum COLA-adjusted amount of $2,500 and to provide for a graduated implementation of such provision on amounts above such minimum $2,500 amount. H.R. 2780, to amend section 8339(p) of title 5, United States Code, to clarify the method for computing certain annuities under the Civil Service Retirement System which are based on part-time service. S. 2003, to facilitate the part-time reemployment of annuitants, and for other purposes. H.R. 3579, To amend Title 5, United States Code, to facilitate temporary reemployment of federal annuitants, and for other purposed.

Client expense: $40,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

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

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R.82-Social Security Government Pension Offset and Windfall Elimination Provision (GPO/WEP), S.206 - GPO/WEP, H.R.726 - WEP, S.1254 - GPO, S.1647-GPO/WEP Reform, S.773-Military and Federal Retirees to pay health insurance premiums with pre-taxed dollars, H.R.1110-Health Premiums with pre-taxed dollars

Client expense: $47,500 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Office of Personnel Management (OPM), Postal Regulatory Commission, SENATE, U.S. Postal Service (USPS)

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

Client expense: $4,440,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Social Security. 1) H.R. 82, S. 206: repealing the government pension offset and windfall elimination provisions. 2) H.R. 726, H.R. 2988, S. 1254: modifying the government pension offset and windfall elimination provisions. 3) S. 302: establishing a procedure to safeguard the Social Security Trust Funds. 4) H.R. 1953, H.R. 2032: pertaining to Social Security cost-of-living adjustments and mandating the development of a new Consumer Price Index to reflect senior spending. 5) No legislation: Advocating for legislation to be drafted and considered pertaining to the impact of Medicare Part B and Part D premiums on Social Security cost-of-living adjustments and Social Security recipient benefit levels. Social Security Private Accounts. 1) H.R. 1090, H.R. 2002: establishing private Social Security investment accounts. 2) H.R. 1353: pertaining to the budgetary treatment of Social Security Trust Funds. 3) H.R. 219, H.R. 581: provisions relating to investing the Social Security trust funds and creating a Social Security Investment Commission. 4) H.R. 93: amending the Congressional Budget Act of 1974 to protect Social Security beneficiaries against any reduction in benefits. Pension Security. 1) S. 1288: to increase the retirement security of women and small business owners. 2) S. 1725: to improve the protection of pension benefits.

Client expense: $4,860,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

HR 82, S 206 - Social Security Fairness Act of 2007 HR 2988, S 1254 - Government Pension Offset Reform Act HR 726 - Windfall Elimination Provision Relief Act of 2007

Client expense: $1,240,000 · Firm income: Not reported

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