Securing Medicare and Retirement for Tomorrow Act of 2009

Social Security Cost of Living Adjustment for 2010 Replacement Benefit. H.R. 3536, H.R. 746, H.R. 3810 H.R. 3672, H.R. 3597, H.R. 4429, S. 1685: provision providing a one-time, emergency benefit to seniors and persons with disabilities to compensate for the lack of a 2010 Social Security cost of living adjustment. Social Security Cost of Living Adjustment for 2011 Replacement Benefit. H.R. 5987: provision providing a one-time, emergency benefit to seniors and persons with disabilities to compensate for the lack of a 2011 Social Security cost of living adjustment. Tax Extenders Act, H.R. 4213, S. Amdt. 3353: providing an emergency benefit of $250 to seniors, veterans, and persons with disabilities to compensate for the lack of a 2010 Social Security cost-of-living adjustment. Seniors' Cost of Living Adjustment (COLA). H.R. 1371, H.R. 2429, H.R. 2365, H.R. 4193, H.R. 5305: provisions establishing a consumer price index for elderly consumers (CPI-E) to compute cost-of-living increases for Social Security and Medicare benefits and authorizing a cost-of living-adjustment for Social Security recipients in 2010. Social Security Cost of Living Adjustment. H.R. 3557, H.R. 3572: providing for a Social Security COLA in 2010. Social Security Privatization. H.R. 107, H.R. 4529: provisions converting Social Security into a system of private investment accounts. Social Security Trust Funds. H.R. 1276, S. 86, H.R. 219, H.R. 1712: provisions removing Social Security Trust Fund receipts and disbursements from the federal budget baseline, limiting Trust Fund proceeds to OASDI purposes, and prohibiting the use of Social Security payroll tax monies for private accounts. Social Security Benefits. S. 426: requiring progressive indexing and longevity indexing of Social Security old-age insurance benefits. Social Security Government Pension Offset (GPO) and Windfall Elimination Provision (WEP). S. 484, H.R. 235: repealing both the GPO and WEP; S. 490, H. R. 1221: repealing the WEP. Older Workers/Workforce Participation. S. 502: promoting the labor force participation of older Americans. Pension Distribution. H.R.424, H.R. 939: provisions relating to the suspension of minimum distribution rules for tax-deferred retirement plans. Public Pension Modifications. H.R. 1804: provisions safeguarding spousal benefits with respect to Civil Service Retirement System (CSRS) pensions, the Thrift Savings Plan (TSP) and the Federal Employees Retirement System (FERS). Pension Reform and Improvements (no bill): pertaining to initiatives to improve the pension system by making it universal, more secure and adequate. Womens Pension Improvements and Protections (no bill number): provisions to improve working womens pension plan participation and pension account accumulation, and safeguard spousal rights pertaining to pensions at divorce. Seniors Bill of Rights. S.Res. 553, H.Res. 1342: pertaining to resolutions expressing the sense of Congress that the dignity and independence of older Americans should be upheld. Elder Justice Act. H.R. 2006, S. 795: provisions establishing an Elder Justice program under Title XX (Block Grants to States for Social Services), including an Elder Justice Coordinating Council within the Office of the Secretary of Health and Human Services (HHS) and an Advisory Board on Elder Abuse, Neglect, and Exploitation.

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

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

Social Security Cost of Living Adjustment for 2010 Replacement Benefit. H.R. 3536, H.R. 746, H.R. 3810 H.R. 3672, H.R. 3597, H.R. 4429, S. 1685: provision providing a one-time, emergency benefit to seniors and persons with disabilities to compensate for the lack of a 2010 Social Security cost of living adjustment. Tax Extenders Act, H.R. 4213, S.Amdt. 3353: provision provides an emergency benefit of $250 to seniors, veterans, and persons with disabilities to compensate for the lack of a 2010 Social Security cost-of-living adjustment. Seniors' Cost of Living Adjustment (COLA). H.R. 1371, H.R. 2429, H.R. 2365, H.R. 4193, H.R. 5305: provisions establishing a consumer price index for elderly consumers (CPI-E) to compute cost-of-living increases for Social Security and Medicare benefits and authorizing a cost-of living-adjustment for Social Security recipients in 2010. Social Security Cost of Living Adjustment. H.R. 3557, H.R. 3572: providing for a Social Security COLA in 2010. Social Security Privatization. H.R. 107, H.R. 4529: provisions converting Social Security to a system of private investment accounts. Social Security Trust Funds. H.R. 1276, S. 86, H.R. 219, H.R. 1712: provisions removing Social Security Trust Fund receipts and disbursements from the federal budget baseline, limiting Trust Fund proceeds to OASDI purposes, and prohibiting the use of Social Security payroll tax monies for private accounts. Social Security Benefits. S. 426: requiring progressive indexing and longevity indexing of Social Security old-age insurance benefits. Social Security Government Pension Offset (GPO) and Windfall Elimination Provision (WEP). S. 484, H.R. 235: repealing both the GPO and WEP; S. 490, H.R. 1221: repealing the WEP. Older Workers/Workforce Participation. S. 502: promoting the labor force participation of older Americans. Pension Distribution. H.R.424, H.R. 939: provisions relating to the suspension of minimum distribution rules for tax-deferred retirement plans. Public Pension Modifications. H.R. 1804: provisions safeguarding spousal benefits with respect to Civil Service Retirement System (CSRS) pensions, the Thrift Savings Plan (TSP) and the Federal Employees Retirement System (FERS). Womens Pension Improvements and Protections (no bill number): provisions to improve working womens pension plan participation and pension account accumulation, and safeguard spousal rights pertaining to pensions at divorce. Seniors Bill of Rights. S.Res. 553, H.Res. 1342: resolutions expressing the sense that Congress should unwaveringly uphold the dignity and independence of older Americans. Elder Justice Act. H.R. 2006, S. 795: provisions establishing an Elder Justice program under title XX (Block Grants to States for Social Services), including an Elder Justice Coordinating Council within the Office of the Secretary of Health and Human Services (HHS) and an Advisory Board on Elder Abuse, Neglect, and Exploitation.

Insurance Regulatory Reform - NAIFA supports principles underlying state regulation of insurance but also supports insurance regulatory reform and modernization that helps american families and businesses achieve financial security. HR 107, S. 219, Life Insurance Employee Notification Act which would require disclosure of employee-owned life insurance coverage of an employee. NAIFA supports. HR 2252 - NAIFA supports the COLI Best Practices Act, the House counterpart to S.219. House Resolution 912 & Senate Resolution 448 - Resolutions supporting "Life Insurance Awareness Month". NAIFA supports these resolutions. H.R. 1583 - Insurance Industry Competition Act of 2009 will amend the McCarran-Ferguson Act to grant the FTC and DOJ authority to enforce federal antitrust laws against the state regulated insurance industry. NAIFA opposes this bill as it will create a complicated, less efficient insurance regulatory regime. HR 5611 - National Association of Registered Agents and Brokers Reform Act (NARAB II). NAIFA supports this proposal to improve state-based reciprocal licensing inefficiencies without creating a federal regulator. HR 2609 - Insurance Information Act of 2009, would create an Office of Insurance Information within Department of Treasury. NAIFA supports. HR 1880 - National Insurance Consumer Protection Act (NICPA) would allow for an optional federal charter for insurance agents and companies, and also provide consumer protections and the establishment of a new Financial Services Coordinating council that would include the new National Insurance Commissioner to serve in an advisory capacity to a new systematic risk regulator. NAIFA supports introduction and is closely reviewing specifics of bill. HR 1705, S. 566 - Creates a Financial Product Safety Commission to provide consumers stronger protections and better information in connection with financial products and more regulatory certainty for providers. NAIFA opposes. S.40 & HR 3200 - National Insurance Act of 2007. NAIFA supports.

Social Security Cost of Living Adjustment for 2010 Replacement Benefit. H.R. 3536, H.R. 3672, H.R. 3597, H.R. 4429, S. 1685. Provision providing a one-time, emergency benefit to seniors and persons with disabilities to compensate for the lack of a 2010 Social Security cost of living adjustment. Tax Extenders Act, H.R. 4213, S.Amdt.3353: provision provides an emergency benefit of $250 to seniors, veterans, and persons with disabilities to compensate for the lack of a 2010 Social Security cost-of-living adjustment. Social Security Cost of Living Adjustment. H.R. 3557, H.R. 3572: providing for a Social Security COLA in 2010. Seniors' Cost of Living Adjustment (COLA). H.R. 1371/ H.R. 2429, H.R. 2365, H.R. 4193: provisions establishing a consumer price index for elderly consumers (CPI-E) to compute cost-of-living increases for Social Security and Medicare benefits; authorizing a cost-of living-adjustment for Social Security recipients in 2010 . Social Security Privatization. H.R. 107, H.R. 4529: provisions converting Social Security is a system of private investment accounts. Social Security Trust Funds. H.R. 1276, S. 86, H.R. 219, H.R. 1712: provisions removing Social Security Trust Fund receipts and disbursements from the federal budget baseline, limiting Trust Fund proceeds to OASDI purposes, and prohibiting the use of Social Security payroll tax monies for private accounts. Social Security Benefits. S. 426: requiring progressive indexing and longevity indexing of Social Security old-age insurance benefits. Social Security Government Pension Offset (GPO) and Windfall Elimination Provision (WEP). S. 484, H. R. 235: repealing both the GPO and WEP; S. 490, H. R. 1221: repealing the WEP. Older Workers/Workforce Participation. S. 502: promoting the labor force participation of older Americans.

Insurance Regulatory Reform - NAIFA supports principles underlying state regulation of insurance but also supports insurance regulatory reform and modernization that helps american families and businesses achieve financial security. HR 107, S. 219, Life Insurance Employee Notification Act which would require disclosure of employee-owned life insurance coverage of an employee. NAIFA supports. HR 2252 - NAIFA supports the COLI Best Practices Act, the House counterpart to S.219. House Resolution 912 & Senate Resolution 448 - Resolutions supporting "Life Insurance Awareness Month". NAIFA supports these resolutions. H.R. 1583 - Insurance Industry Competition Act of 2009 will amend the McCarran-Ferguson Act to grant the FTC and DOJ authority to enforce federal antitrust laws against the state regulated insurance industry. NAIFA opposes this bill as it will create a complicated, less efficient insurance regulatory regime. HR 5611 - National Association of Registered Agents and Brokers Reform Act (NARAB II). NAIFA supports this proposal to improve state-based reciprocal licensing inefficiencies without creating a federal regulator. HR 2609 - Insurance Information Act of 2009, would create an Office of Insurance Information within Department of Treasury. NAIFA supports. HR 1880 - National Insurance Consumer Protection Act (NICPA) would allow for an optional federal charter for insurance agents and companies, and also provide consumer protections and the establishment of a new Financial Services Coordinating council that would include the new National Insurance Commissioner to serve in an advisory capacity to a new systematic risk regulator. NAIFA supports introduction and is closely reviewing specifics of bill. HR 1705, S. 566 - Creates a Financial Product Safety Commission to provide consumers stronger protections and better information in connection with financial products and more regulatory certainty for providers. NAIFA opposes. S.40 & HR 3200 - National Insurance Act of 2007. NAIFA supports.

Social Security Cost of Living Adjustment for 2010 Replacement Benefit. H.R. 3536, H.R. 3672, H.R. 3597, H.R. 4429, S. 1685. Provision providing a one-time, emergency benefit to seniors and persons with disabilities to compensate for the lack of a 2010 Social Security cost of living adjustment. Tax Extenders Act, H.R. 4213, S.Amdt.3353: provision provides an emergency benefit of $250 to seniors, veterans, and persons with disabilities to compensate for the lack of a 2010 Social Security cost-of-living adjustment. Social Security Cost of Living Adjustment. H.R. 3557, H.R. 3572: providing for a Social Security COLA in 2010. Seniors' Cost of Living Adjustment (COLA). H.R. 1371/ H.R. 2429, H.R. 2365, H.R. 4193: provisions establishing a consumer price index for elderly consumers (CPI-E) to compute cost-of-living increases for Social Security and Medicare benefits; authorizing a cost-of living-adjustment for Social Security recipients in 2010 . Social Security Privatization. H.R. 107, H.R. 4529: provisions converting Social Security is a system of private investment accounts. Social Security Trust Funds. H.R. 1276, S. 86, H.R. 219, H.R. 1712: provisions removing Social Security Trust Fund receipts and disbursements from the federal budget baseline, limiting Trust Fund proceeds to OASDI purposes, and prohibiting the use of Social Security payroll tax monies for private accounts. Social Security Benefits. S. 426: requiring progressive indexing and longevity indexing of Social Security old-age insurance benefits. Social Security Government Pension Offset (GPO) and Windfall Elimination Provision (WEP). S. 484, H. R. 235: repealing both the GPO and WEP; S. 490, H. R. 1221: repealing the WEP. Older Workers/Workforce Participation. S. 502: promoting the labor force participation of older Americans

Social Security Cost of Living Adjustment for 2010 Replacement Benefit. H.R. 3536, H.R. 3672, H.R. 3597, H.R. 4429, S. 1685: provision providing a one-time, emergency benefit to seniors and persons with disabilities to compensate for the lack of a 2010 Social Security cost of living adjustment. Tax Extenders Act, H.R. 4213, S.Amdt.3353: provision provides an emergency benefit of $250 to seniors, veterans, and persons with disabilities to compensate for the lack of a 2010 Social Security cost-of-living adjustment. Seniors' Cost of Living Adjustment (COLA). H.R. 1371, H.R. 2429, H.R. 2365, H.R. 4193: provisions establishing a consumer price index for elderly consumers (CPI-E) to compute cost-of-living increases for Social Security and Medicare benefits and authorizing a cost-of living-adjustment for Social Security recipients in 2010. Social Security Cost of Living Adjustment. H.R. 3557, H.R. 3572: providing for a Social Security COLA in 2010. Social Security Privatization. H.R. 107, H.R. 4529: provisions converting Social Security is a system of private investment accounts. Social Security Trust Funds. H.R. 1276, S. 86, H.R. 219, H.R. 1712: provisions removing Social Security Trust Fund receipts and disbursements from the federal budget baseline, limiting Trust Fund proceeds to OASDI purposes, and prohibiting the use of Social Security payroll tax monies for private accounts. Social Security Benefits. S. 426: requiring progressive indexing and longevity indexing of Social Security old-age insurance benefits. Social Security Government Pension Offset (GPO) and Windfall Elimination Provision (WEP). S. 484, H. R. 235: repealing both the GPO and WEP; S. 490, H. R. 1221: repealing the WEP. Older Workers/Workforce Participation. S. 502: promoting the labor force participation of older Americans. Pension Distribution. H.R.424, H.R. 939: provisions relating to the suspension of minimum distribution rules for tax-deferred retirement plans. Public Pension Modifications. H.R. 1804: provisions safeguarding spousal benefits with respect to Civil Service Retirement System (CSRS) pensions, the Thrift Savings Plan (TSP) and the Federal Employees Retirement System (FERS). Womens Pension Improvements and Protections (no bill number): provisions to improve working womens pension plan participation and pension account accumulation, and safeguard spousal rights pertaining to pensions at divorce.

Insurance Regulatory Reform - NAIFA supports principles underlying state regulation of insurance but also supports insurance regulatory reform and modernization that helps american families and businesses achieve financial security. HR 107, S. 219, Life Insurance Employee Notification Act which would require disclosure of employee-owned life insurance coverage of an employee. NAIFA supports. HR 2252 - NAIFA supports the COLI Best Practices Act, the House counterpart to S.219. House Resolution 912 & Senate Resolution 448 - Resolutions supporting "Life Insurance Awareness Month". NAIFA supports these resolutions. H.R. 1583 - Insurance Industry Competition Act of 2009 will amend the McCarran-Ferguson Act to grant the FTC and DOJ authority to enforce federal antitrust laws against the state regulated insurance industry. NAIFA opposes this bill as it will create a complicated, less efficient insurance regulatory regime. HR 5611 - National Association of Registered Agents and Brokers Reform Act (NARAB II). NAIFA supports this proposal to improve state-based reciprocal licensing inefficiencies without creating a federal regulator. HR 2609 - Insurance Information Act of 2009, would create an Office of Insurance Information within Department of Treasury. NAIFA supports. HR 1880 - National Insurance Consumer Protection Act (NICPA) would allow for an optional federal charter for insurance agents and companies, and also provide consumer protections and the establishment of a new Financial Services Coordinating council that would include the new National Insurance Commissioner to serve in an advisory capacity to a new systematic risk regulator. NAIFA supports introduction and is closely reviewing specifics of bill. HR 1705, S. 566 - Creates a Financial Product Safety Commission to provide consumers stronger protections and better information in connection with financial products and more regulatory certainty for providers. NAIFA opposes. S.40 & HR 3200 - National Insurance Act of 2007. NAIFA supports.

Social Security Cost of Living Adjustment for 2010 Replacement Benefit. H.R. 3536, H.R. 3672, H.R. 3597, S. 1685. Provision providing a one-time, emergency benefit to seniors and persons with disabilities to compensate for the lack of a 2010 Social Security cost of living adjustment. Social Security Cost of Living Adjustment. H.R. 3557, H.R. 3572: providing for a Social Security COLA in 2010. Seniors' Cost of Living Adjustment (COLA). H.R. 1371/ H.R. 2429: provisions establishing a consumer price index for elderly consumers to compute cost-of-living increases for Social Security and Medicare benefits; authorizing a Cost of Living Adjustment for Social Security recipients in 2010 (No legislation introduced). Social Security Private Accounts. H.R. 107: provision establishing Social Security private accounts. Social Security Trust Funds. H.R. 1276, S. 86, H.R. 219, H.R. 1712: provisions removing Social Security Trust Fund receipts and disbursements from the federal budget baseline, limiting Trust Fund proceeds to OASDI purposes, and prohibiting the use of Social Security payroll tax monies for private accounts. Social Security Benefits. S. 426: requiring progressive indexing and longevity indexing of Social Security old-age insurance benefits. Social Security Government Pension Offset (GPO) and Windfall Elimination Provision (WEP). S. 484, H. R. 235: repealing both the GPO and WEP; S. 490, H. R. 1221: repealing the WEP. Older Workers/Workforce Participation. S. 502: promoting the labor force participation of older Americans. Pension Distribution. H.R.424, H.R. 939: provisions relating to the suspension of minimum distribution rules for tax-deferred retirement plans. Public Pension Modifications. H.R. 1804: provisions safeguarding spousal benefits with respect to Civil Service Retirement System (CSRS) pensions, the Thrift Savings Plan (TSP) and the Federal Employees Retirement System (FERS). Womens Pension Improvements and Protections (No bill number): provisions to improve working womens pension plan participation and pension account accumulation, and safeguard spousal rights pertaining to pensions at divorce.

Social Security Cost of Living Adjustment for 2010 Replacement Benefit. H.R. 3536, H.R. 3672, H.R. 3597, S. 1685. Provision providing a one-time, emergency benefit to seniors and persons with disabilities to compensate for the lack of a 2010 Social Security cost of living adjustment. Social Security Cost of Living Adjustment. H.R. 3557, H.R. 3572: providing for a Social Security COLA in 2010. Seniors' Cost of Living Adjustment (COLA). H.R. 1371/ H.R. 2429: provisions establishing a consumer price index for elderly consumers to compute cost-of-living increases for Social Security and Medicare benefits; authorizing a Cost of Living Adjustment for Social Security recipients in 2010 (No legislation introduced). Social Security Private Accounts. H.R. 107: provision establishing Social Security private accounts. Social Security Trust Funds. H.R. 1276, S. 86, H.R. 219, H.R. 1712: provisions removing Social Security Trust Fund receipts and disbursements from the federal budget baseline, limiting Trust Fund proceeds to OASDI purposes, and prohibiting the use of Social Security payroll tax monies for private accounts. Social Security Benefits. S. 426: requiring progressive indexing and longevity indexing of Social Security old-age insurance benefits. Social Security Government Pension Offset (GPO) and Windfall Elimination Provision (WEP). S. 484, H. R. 235: repealing both the GPO and WEP; S. 490, H. R. 1221: repealing the WEP. Older Workers/Workforce Participation. S. 502: promoting the labor force participation of older Americans.

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

Insurance Regulatory Reform - NAIFA supports principles underlying state regulation of insurance but also supports insurance regulatory reform and modernization that helps american families and businesses achieve financial security. HR 107, S. 219, Life Insurance Employee Notification Act which would require disclosure of employee-owned life insurance coverage of an employee. NAIFA supports. HR 2252 - NAIFA supports the COLI Best Practices Act, the House counterpart to S.219. House Resolution 912 & Senate Resolution 448 - Resolutions supporting "Life Insurance Awareness Month". NAIFA supports these resolutions. H.R. 1583 - Insurance Industry Competition Act of 2009 will amend the McCarran-Ferguson Act to grant the FTC and DOJ authority to enforce federal antitrust laws against the state regulated insurance industry. NAIFA opposes this bill as it will create a complicated, less efficient insurance regulatory regime. HR 5611 - National Association of Registered Agents and Brokers Reform Act (NARAB II). NAIFA supports this proposal to improve state-based reciprocal licensing inefficiencies without creating a federal regulator. HR 2609 - Insurance Information Act of 2009, would create an Office of Insurance Information within Department of Treasury. NAIFA supports. HR 1880 - National Insurance Consumer Protection Act (NICPA) would allow for an optional federal charter for insurance agents and companies, and also provide consumer protections and the establishment of a new Financial Services Coordinating council that would include the new National Insurance Commissioner to serve in an advisory capacity to a new systematic risk regulator. NAIFA supports introduction and is closely reviewing specifics of bill. HR 1705, S. 566 - Creates a Financial Product Safety Commission to provide consumers stronger protections and better information in connection with financial products and more regulatory certainty for providers. NAIFA opposes. S.40 & HR 3200 - National Insurance Act of 2007. NAIFA supports.

Entitlement Commission. S. 276, H.R. 3116: provisions establishing a National Commission on Entitlement Solvency to review and report to the President and Congress on the Social Security and Medicare programs and make recommendations and proposed legislative language. Social Security Cost of Living Adjustment for 2010 Replacement Benefit. H.R. 3626, H.R. 3672, H.R. 3597, S. 1685. Provision providing a one-time, emergency benefit to seniors and persons with disabilities to compensate for the lack of a 2010 Social Security cost of living adjustment. Social Security Cost of Living Adjustment. H.R. 3557, H.R. 3572: providing for a Social Security COLA in 2010. Seniors' Cost of Living Adjustment (COLA). H.R. 1371/ H.R. 2429: provisions establishing a consumer price index for elderly consumers to compute cost-of-living increases for Social Security and Medicare benefits; authorizing a Cost of Living Adjustment for Social Security recipients in 2010 (No legislation introduced). Social Security Private Accounts. H.R. 107: provision establishing Social Security private accounts. Social Security Trust Funds. H.R. 1276, S. 86, H.R. 219, H.R. 1712: provisions removing Social Security Trust Fund receipts and disbursements from the federal budget baseline, limiting Trust Fund proceeds to OASDI purposes, and prohibiting the use of Social Security payroll tax monies for private accounts. Social Security Benefits. S. 426: requiring progressive indexing and longevity indexing of Social Security old-age insurance benefits. Social Security Government Pension Offset (GPO) and Windfall Elimination Provision (WEP). S. 484, H. R. 235: repealing both the GPO and WEP; S. 490, H. R. 1221: repealing the WEP. Older Workers/Workforce Participation. S. 502: promoting the labor force participation of older Americans.

Entitlement Commission. S. 276, H.R. 3116: provisions establishing a National Commission on Entitlement Solvency to review and report to the President and Congress on the Social Security and Medicare programs and make recommendations and proposed legislative language. Social Security Cost of Living Adjustment for 2010 Replacement Benefit. H.R. 3626, H.R. 3672, H.R. 3597, S. 1685. Provision providing a one-time, emergency benefit to seniors and persons with disabilities to compensate for the lack of a 2010 Social Security cost of living adjustment. Social Security Cost of Living Adjustment. H.R. 3557, H.R. 3572: providing for a Social Security COLA in 2010. Seniors' Cost of Living Adjustment (COLA). H.R. 1371/ H.R. 2429: provisions establishing a consumer price index for elderly consumers to compute cost-of-living increases for Social Security and Medicare benefits; authorizing a Cost of Living Adjustment for Social Security recipients in 2010 (No legislation introduced). Social Security Private Accounts. H.R. 107: provision establishing Social Security private accounts. Social Security Trust Funds. H.R. 1276, S. 86, H.R. 219, H.R. 1712: provisions removing Social Security Trust Fund receipts and disbursements from the federal budget baseline, limiting Trust Fund proceeds to OASDI purposes, and prohibiting the use of Social Security payroll tax monies for private accounts. Social Security Benefits. S. 426: requiring progressive indexing and longevity indexing of Social Security old-age insurance benefits. Social Security Government Pension Offset (GPO) and Windfall Elimination Provision (WEP). S. 484, H. R. 235: repealing both the GPO and WEP; S. 490, H. R. 1221: repealing the WEP. Older Workers/Workforce Participation. S. 502: promoting the labor force participation of older Americans. Pension Distribution. H.R.424, H.R. 939: provisions relating to the suspension of minimum distribution rules for tax-deferred retirement plans. Public Pension Modifications. H.R. 1804: provisions safeguarding spousal benefits with respect to Civil Service Retirement System (CSRS) pensions, the Thrift Savings Plan (TSP) and the Federal Employees Retirement System (FERS). Womens Pension Improvements and Protections (No bill number): provisions to improve working womens pension plan participation and pension account accumulation, and safeguard spousal rights pertaining to pensions at divorce.

Insurance Regulatory Reform - NAIFA supports principles underlying state regulation of insurance but also supports insurance regulatory reform and modernization that helps american families and businesses achieve financial security. HR 107, S. 219, Life Insurance Employee Notification Act which would require disclosure of employee-owned life insurance coverage of an employee. NAIFA supports. HR 2252 - NAIFA supports the COLI Best Practices Act, the House counterpart to S.219. House Resolution 912 & Senate Resolution 448 - Resolutions supporting "Life Insurance Awareness Month". NAIFA supports these resolutions. H.R. 1583 - Insurance Industry Competition Act of 2009 will amend the McCarran-Ferguson Act to grant the FTC and DOJ authority to enforce federal antitrust laws against the state regulated insurance industry. NAIFA opposes this bill as it will create a complicated, less efficient insurance regulatory regime. HR 5611 - National Association of Registered Agents and Brokers Reform Act (NARAB II). NAIFA supports this proposal to improve state-based reciprocal licensing inefficiencies without creating a federal regulator. HR 2609 - Insurance Information Act of 2009, would create an Office of Insurance Information within Department of Treasury. NAIFA supports. HR 1880 - National Insurance Consumer Protection Act (NICPA) would allow for an optional federal charter for insurance agents and companies, and also provide consumer protections and the establishment of a new Financial Services Coordinating council that would include the new National Insurance Commissioner to serve in an advisory capacity to a new systematic risk regulator. NAIFA supports introduction and is closely reviewing specifics of bill. HR 1705, S. 566 - Creates a Financial Product Safety Commission to provide consumers stronger protections and better information in connection with financial products and more regulatory certainty for providers. NAIFA opposes. S.40 & HR 3200 - National Insurance Act of 2007. NAIFA supports.

Social Security Private Accounts. H.R. 107: provisions establishing Social Security private accounts. Social Security Trust Funds. H.R. 1276, S. 86, H.R. 219, H.R. 1712: provisions removing Social Security Trust Fund receipts and disbursements from the federal budget baseline, limiting Trust Fund proceeds to OASDI purposes, and prohibiting the use of Social Security payroll tax monies for private accounts. Social Security Benefits. S. 426: requiring progressive indexing and longevity indexing of Social Security old-age insurance benefits. Social Security Government Pension Offset (GPO) and Windfall Elimination Provision (WEP). S. 484, H. R. 235: repealing both the GPO and WEP; S. 490, H. R. 1221: repealing the WEP. Older Workers/Workforce Participation. S. 502: promoting the labor force participation of older Americans. Pension Distribution. H.R.424, H.R. 939: provisions relating to the suspension of minimum distribution rules for tax-deferred retirement plans. Public Pension Modifications. H.R. 1804: provisions safeguarding spousal benefits with respect to Civil Service Retirement System (CSRS) pensions, the Thrift Savings Plan (TSP) and the Federal Employees Retirement System (FERS). Seniors Cost of Living Adjustment (COLA). H.R. 1371/ H.R. 2429: provisions establishing a consumer price index for elderly consumers to compute cost-of-living increases for Social Security and Medicare benefits; authorizing a Cost of Living Adjustment for Social Security recipients in 2010 (No legislation introduced). Womens Pension Improvements and Protections (No bill number): provisions to improve working womens pension plan participation and pension account accumulation, and safeguard spousal rights pertaining to pensions at divorce.

Client expense: $300,000 · Firm income: Not reported

Social Security Private Accounts. H.R. 107: provisions establishing Social Security private accounts. Social Security Trust Funds. H.R. 1276, S. 86, H.R. 219, H.R. 1712: provisions removing Social Security Trust Fund receipts and disbursements from the federal budget baseline, limiting Trust Fund proceeds to OASDI purposes, and prohibiting the use of Social Security payroll tax monies for private accounts. Social Security Benefits. S. 426: requiring progressive indexing and longevity indexing of Social Security old-age insurance benefits. Social Security Government Pension Offset (GPO) and Windfall Elimination Provision (WEP). S. 484, H. R. 235: repealing both the GPO and WEP; S. 490, H. R. 1221: repealing the WEP. Older Workers/Workforce Participation. S. 502: promoting the labor force participation of older Americans. Seniors Cost of Living Adjustment (COLA). H.R. 1371/ H.R. 2429: provisions establishing a consumer price index for elderly consumers to compute cost-of-living increases for Social Security and Medicare benefits; authorizing a Cost of Living Adjustment for Social Security recipients in 2010 (No legislation introduced).

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Insurance Regulatory Reform - NAIFA supports principles underlying state regulation of insurance but also supports insurance regulatory reform and modernization that helps american families and businesses achieve financial security. HR 107, S. 219, Life Insurance Employee Notification Act which would require disclosure of employee-owned life insurance coverage of an employee. NAIFA supports. HR 2252 - NAIFA supports the COLI Best Practices Act, the House counterpart to S.219. House Resolution 912 & Senate Resolution 448 - Resolutions supporting "Life Insurance Awareness Month". NAIFA supports these resolutions. H.R. 1583 - Insurance Industry Competition Act of 2009 will amend the McCarran-Ferguson Act to grant the FTC and DOJ authority to enforce federal antitrust laws against the state regulated insurance industry. NAIFA opposes this bill as it will create a complicated, less efficient insurance regulatory regime. HR 5611 - National Association of Registered Agents and Brokers Reform Act (NARAB II). NAIFA supports this proposal to improve state-based reciprocal licensing inefficiencies without creating a federal regulator. HR 5840 - Would create an Office of Insurance Information within Department of Treasury. NAIFA supports. HR 1880 - National Insurance Consumer Protection Act (NICPA) would allow for an optional federal charter for insurance agents and companies, and also provide consumer protections and the establishment of a new Financial Services Coordinating council that would include the new National Insurance Commissioner to serve in an advisory capacity to a new systematic risk regulator. NAIFA supports introduction and is closely reviewing specifics of bill. HR 1705, S. 566 - Creates a Financial Product Safety Commission to provide consumers stronger protections and better information in connection with financial products and more regulatory certainty for providers. NAIFA opposes.

Social Security Private Accounts. H.R. 107: provisions establishing Social Security private accounts. Social Security Trust Funds. H.R. 1276, S. 86, H.R. 219, H.R. 1712: provisions removing Social Security Trust Fund receipts and disbursements from the federal budget baseline, limiting Trust Fund proceeds to OASDI purposes, and prohibiting the use of Social Security payroll tax monies for private accounts. Social Security Benefits. S. 426: requiring progressive indexing and longevity indexing of Social Security old-age insurance benefits. Social Security Government Pension Offset (GPO) and Windfall Elimination Provision (WEP). S. 484, H. R. 235: repealing both the GPO and WEP; S. 490, H. R. 1221: repealing the WEP. Older Workers/Workforce Participation. S. 502: promoting the labor force participation of older Americans. Pension Distribution. H.R.424, H.R. 939: provisions relating to the suspension of minimum distribution rules for tax-deferred retirement plans. Public Pension Modifications. H.R. 1804: provisions safeguarding spousal benefits with respect to Civil Service Retirement System (CSRS) pensions, the Thrift Savings Plan (TSP) and the Federal Employees Retirement System (FERS).

Client expense: $290,000 · Firm income: Not reported

Social Security Private Accounts. H.R. 107: provisions establishing Social Security private accounts. Social Security Trust Funds. H.R. 1276, S. 86, H.R. 219, H.R. 1712: provisions removing Social Security Trust Fund receipts and disbursements from the federal budget baseline, limiting Trust Fund proceeds to OASDI purposes, and prohibiting the use of Social Security payroll tax monies for private accounts. Social Security Benefits. S. 426: requiring progressive indexing and longevity indexing of Social Security old-age insurance benefits. Social Security Government Pension Offset (GPO) and Windfall Elimination Provision (WEP). S. 484, H. R. 235: repealing both the GPO and WEP; S. 490, H. R. 1221: repealing the WEP. Older Workers/Workforce Participation. S. 502: promoting the labor force participation of older Americans.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE