Seniors and Veterans Economic Stimulus Act of 2009

H.R. 3617, Surface Transportation Extension Act -- support long term extension H.R. 1806, Freight Rail Infrastructure Capacity Expansion Act -- support H.R. 3691/S.1194, Coast Guard Authorization Act -- provisions related to harbor dredging projects H.R. 4844/S.3213, Harbor Maintenance Trust Fund -- support

Client expense: $450,000 · Firm income: Not reported

Government targets: Army, Dept of (Corps of Engineers), Defense, Dept of (DOD), Energy, Dept of, Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), SENATE, Treasury, Dept of, U.S. Trade Representative (USTR)

H.R.1159, To amend the Internal Revenue Code of 1986 to provide special rules for investments lost in a fraudulent Ponzi-type scheme-Contacted Congressman's Meek's office to explore support of a bill that offers some relief to victims of Ponzi schemes. Lobbied for reintroduction of auto-IRA, a bill that would require an automatic workplace retirement savings plan for an estimated 50 million employees (no bill). Lobbied for introduction of legislation that would expand the savers credit so that more modest income individuals can benefit from it. (no bill number) Discussed Auto-IRA, a bill that would require an automatic workplace retirement savings plan for an estimated 50 million employees; legislation that would end the age cap in the earned income tax credit; legislation that would expand the savers credit so that more modest income individuals can benefit from it; and on the inappropriate application of withholding tables that implement Make Work Pay to pension and other retirement income. (no bill) Met with Democratic Policy Counsel staff on: Auto-IRA, a bill that would require an automatic workplace retirement savings plan for an estimated 50 million employees would end the age cap in the earned income tax credit; that would expand the savers credit so that more modest income individuals can benefit from it; weatherization; modernizing the poverty measure; and modernizing the asset tests that are used to determine eligibility for federal benefits. (no bill) Met with the Vice-President's staff on: Auto-IRA, a bill that would require an automatic workplace retirement savings plan for an estimated 50 million employees; legislation that would end the age cap in the earned income tax credit; legislation that would expand the savers credit so that more modest income individuals can benefit from it; weatherization; modernizing the poverty measure; and modernizing the asset tests that are used to determine eligibility for federal benefits. (no bill) Discussed the need for bipartisan action on long-term financial security. (no bill) Discussed preferred Social Security options. (no bill) Discussed implications of no Social Security COLA.(no bill) Discussed disability backlog process and administration issues, including participation on SSA Advisory Future Systems Technology Panel (Nancy LeaMond, panelist). Advocated for retirement security for family caregivers. H.R. 3536, Social Security COLA Fix for 2010 Act -Discussed implications of legislation responding to the lack of a Social Security COLA in 2010. H.R. 3557- To provide an emergency cost-of-living increase for Social Security Benefits for 2010. Discussed implications of legislation introduced to respond to the lack of a Social Security COLA for 2010. H.R.3572, COLA Assistance Act of 2009-Discussed implications on legislation introduced to respond to the lack of a Social Security COLA for 2010. S. 1685/H.R.3597, Emergency Senior Citizens Relief Act of 2009 - Discussed implications of legislation introduced to respond to the lact of a Cocial Security COLA for 2010. H.R. 3691, Seniors and Veterans Economic Stimulus Act of 2009 - Discussed implications of legislation introduced to respond to the lack of a Social Security COLA for 2010. H.R. 3672, Social Security COLA Fix for 2010 Act - Discussed implications of legislation introduced to respond to the lack of a Social Security COLA for 2010. H.R. 3677, Save Our Seniors Social Security Act of 2009 - Discussed implications of legislation introduced to respond to the lack of a Social Security COLA for 2010. H.R. 3810, Emergency Senior Citizens Relief Act of 2009 - Discussed implications of legislation introduced to respond to the lack of a Social Security COLA for 2010. S. 2926 Economic Fairness for Seniors Act - Discussed legislation that would allow premiums for Medicare Part B to remain at 2009 levels for all beneficiaries, providing Social Security beneficiaries with $250 in economic relief in response to the lack of a cost-of-living adjustment for 2010 and converting from the CPI-W to the CPI-E. H.R. 4126, the Retirement Fairness Act of 2009 - Reviewed and discussed legislation "to prevent the overstatement of benefits payable to non-highly compensated employees under qualified plans, and for other purposes." H.R. 4429, Restoring the Social Security COLA Act - Discussed the implications of legislation introduced to respond to the lack of a Social Security COLA in 2010. H.R. 4213, the Tax Extenders Act of 2009 - Advocated for the adoption of the Sanders Amendment (S.AMDT.3353) to provide an emergency benefit of $250 to seniors, veterans, and persons with disabilities in 2010 to compensate for the lact of cost-of-living adjustment for such year. Reviewed and discussed draft legislation to create a new Consumer Price Index to be used to calculate future Social Security COLAs. (no bill) Discussed draft language of latest Senate version of Automatic Individual Retirement Account (Auto-IRA) legislation. (no bill) Discussed draft legislation to establish a Senior Bill of Rights, particularly language to express the sense of Congress on the importance of Social Security. (no bill) Discussed draft legislation to commemorate the 75th Anniversary of Social Security. (no bill) H.R. 5001, the BASIC Act - Reviewed legislation to prorate Social Security benefits for a surviving spouse for the month a beneficiary passes away and to adjust the lump sum death payment. Discussed draft legislation to exempt withdrawals from an individual's retirement account from the 10% penalty during times of high unemployment. (no bill)

H.R.1159, To amend the Internal Revenue Code of 1986 to provide special rules for investments lost in a fraudulent Ponzi-type scheme-Contacted Congressman's Meek's office to explore support of a bill that offers some relief to victims of Ponzi schemes. Lobbied for reintroduction of auto-IRA, a bill that would require an automatic workplace retirement savings plan for an estimated 50 million employees (no bill). Lobbied for introduction of legislation that would expand the savers credit so that more modest income individuals can benefit from it. (no bill number) Discussed Auto-IRA, a bill that would require an automatic workplace retirement savings plan for an estimated 50 million employees; legislation that would end the age cap in the earned income tax credit; legislation that would expand the savers credit so that more modest income individuals can benefit from it; and on the inappropriate application of withholding tables that implement Make Work Pay to pension and other retirement income. (no bill) Met with Democratic Policy Counsel staff on: Auto-IRA, a bill that would require an automatic workplace retirement savings plan for an estimated 50 million employees would end the age cap in the earned income tax credit; that would expand the savers credit so that more modest income individuals can benefit from it; weatherization; modernizing the poverty measure; and modernizing the asset tests that are used to determine eligibility for federal benefits. (no bill) Met with the Vice-President's staff on: Auto-IRA, a bill that would require an automatic workplace retirement savings plan for an estimated 50 million employees; legislation that would end the age cap in the earned income tax credit; legislation that would expand the savers credit so that more modest income individuals can benefit from it; weatherization; modernizing the poverty measure; and modernizing the asset tests that are used to determine eligibility for federal benefits. (no bill) Discussed the need for bipartisan action on long-term financial security. (no bill) Discussed preferred Social Security options. (no bill) Discussed implications of no Social Security COLA.(no bill) Discussed disability backlog process and administration issues, including participation on SSA Advisory Future Systems Technology Panel (Nancy LeaMond, panelist). Advocated for retirement security for family caregivers. H.R. 3536, Social Security COLA Fix for 2010 Act -Discussed implications of legislation responding to the lack of a Social Security COLA in 2010. H.R. 3557- To provide an emergency cost-of-living increase for Social Security Benefits for 2010. Discussed implications of legislation introduced to respond to the lack of a Social Security COLA for 2010. H.R.3572, COLA Assistance Act of 2009-Discussed implications on legislation introduced to respond to the lack of a Social Security COLA for 2010. S. 1685/H.R.3597, Emergency Senior Citizens Relief Act of 2009 - Discussed implications of legislation introduced to respond to the lact of a Cocial Security COLA for 2010. H.R. 3691, Seniors and Veterans Economic Stimulus Act of 2009 - Discussed implications of legislation introduced to respond to the lack of a Social Security COLA for 2010. H.R. 3672, Social Security COLA Fix for 2010 Act - Discussed implications of legislation introduced to respond to the lack of a Social Security COLA for 2010. H.R. 3677, Save Our Seniors Social Security Act of 2009 - Discussed implications of legislation introduced to respond to the lack of a Social Security COLA for 2010. H.R. 3810, Emergency Senior Citizens Relief Act of 2009 - Discussed implications of legislation introduced to respond to the lack of a Social Security COLA for 2010. S. 2926 Economic Fairness for Seniors Act - Discussed legislation that would allow premiums for Medicare Part B to remain at 2009 levels for all beneficiaries, providing Social Security beneficiaries with $250 in economic relief in response to the lack of a cost-of-living adjustment for 2010 and converting from the CPI-W to the CPI-E. H.R. 4126, the Retirement Fairness Act of 2009 - Reviewed and discussed legislation "to prevent the overstatement of benefits payable to non-highly compensated employees under qualified plans, and for other purposes." H.R. 4429, Restoring the Social Security COLA Act - Discussed the implications of legislation introduced to respond to the lack of a Social Security COLA in 2010. H.R. 4213, the Tax Extenders Act of 2009 - Advocated for the adoption of the Sanders Amendment (S.AMDT.3353) to provide an emergency benefit of $250 to seniors, veterans, and persons with disabilities in 2010 to compensate for the lact of cost-of-living adjustment for such year. Reviewed and discussed draft legislation to create a new Consumer Price Index to be used to calculate future Social Security COLAs. (no bill) Discussed draft language of latest Senate version of Automatic Individual Retirement Account (Auto-IRA) legislation. (no bill) Discussed draft legislation to establish a Senior Bill of Rights, particularly language to express the sense of Congress on the importance of Social Security. (no bill) Discussed draft legislation to commemorate the 75th Anniversary of Social Security. (no bill) H.R. 5001, the BASIC Act - Reviewed legislation to prorate Social Security benefits for a surviving spouse for the month a beneficiary passes away and to adjust the lump sum death payment. Discussed draft legislation to exempt withdrawals from an individual's retirement account from the 10% penalty during times of high unemployment. (no bill)

H.R.1159, To amend the Internal Revenue Code of 1986 to provide special rules for investments lost in a fraudulent Ponzi-type scheme-Contacted Congressman's Meek's office to explore support of a bill that offers some relief to victims of Ponzi schemes. Lobbied for reintroduction of auto-IRA, a bill that would require an automatic workplace retirement savings plan for an estimated 50 million employees (no bill). Lobbied for introduction of legislation that would expand the savers credit so that more modest income individuals can benefit from it. (no bill number) Discussed Auto-IRA, a bill that would require an automatic workplace retirement savings plan for an estimated 50 million employees; legislation that would end the age cap in the earned income tax credit; legislation that would expand the savers credit so that more modest income individuals can benefit from it; and on the inappropriate application of withholding tables that implement Make Work Pay to pension and other retirement income. (no bill) Met with Democratic Policy Counsel staff on: Auto-IRA, a bill that would require an automatic workplace retirement savings plan for an estimated 50 million employees would end the age cap in the earned income tax credit; that would expand the savers credit so that more modest income individuals can benefit from it; weatherization; modernizing the poverty measure; and modernizing the asset tests that are used to determine eligibility for federal benefits. (no bill) Met with the Vice-President's staff on: Auto-IRA, a bill that would require an automatic workplace retirement savings plan for an estimated 50 million employees; legislation that would end the age cap in the earned income tax credit; legislation that would expand the savers credit so that more modest income individuals can benefit from it; weatherization; modernizing the poverty measure; and modernizing the asset tests that are used to determine eligibility for federal benefits. (no bill) Discussed the need for bipartisan action on long-term financial security. (no bill) Discussed preferred Social Security options. (no bill) Discussed implications of no Social Security COLA.(no bill) Discussed disability backlog process and administration issues, including participation on SSA Advisory Future Systems Technology Panel (Nancy LeaMond, panelist). Advocated for retirement security for family caregivers. H.R. 3536, Social Security COLA Fix for 2010 Act -Discussed implications of legislation responding to the lack of a Social Security COLA in 2010. H.R. 3557- To provide an emergency cost-of-living increase for Social Security Benefits for 2010. Discussed implications of legislation introduced to respond to the lack of a Social Security COLA for 2010. H.R.3572, COLA Assistance Act of 2009-Discussed implications on legislation introduced to respond to the lack of a Social Security COLA for 2010. S. 1685/H.R.3597, Emergency Senior Citizens Relief Act of 2009 - Discussed implications of legislation introduced to respond to the lact of a Cocial Security COLA for 2010. H.R. 3691, Seniors and Veterans Economic Stimulus Act of 2009 - Discussed implications of legislation introduced to respond to the lack of a Social Security COLA for 2010. H.R. 3672, Social Security COLA Fix for 2010 Act - Discussed implications of legislation introduced to respond to the lack of a Social Security COLA for 2010. H.R. 3677, Save Our Seniors Social Security Act of 2009 - Discussed implications of legislation introduced to respond to the lack of a Social Security COLA for 2010. H.R. 3810, Emergency Senior Citizens Relief Act of 2009 - Discussed implications of legislation introduced to respond to the lack of a Social Security COLA for 2010. S. 2926 Economic Fairness for Seniors Act - Discussed legislation that would allow premiums for Medicare Part B to remain at 2009 levels for all beneficiaries, providing Social Security beneficiaries with $250 in economic relief in response to the lack of a cost-of-living adjustment for 2010 and converting from the CPI-W to the CPI-E. H.R. 4126, the Retirement Fairness Act of 2009 - Reviewed and discussed legislation "to prevent the overstatement of benefits payable to non-highly compensated employees under qualified plans, and for other purposes." H.R. 4429, Restoring the Social Security COLA Act - Discussed the implications of legislation introduced to respond to the lack of a Social Security COLA in 2010. H.R. 4213, the Tax Extenders Act of 2009 - Advocated for the adoption of the Sanders Amendment (S.AMDT.3353) to provide an emergency benefit of $250 to seniors, veterans, and persons with disabilities in 2010 to compensate for the lact of cost-of-living adjustment for such year. Reviewed and discussed draft legislation to create a new Consumer Price Index to be used to calculate future Social Security COLAs. (no bill) Discussed draft language of latest Senate version of Automatic Individual Retirement Account (Auto-IRA) legislation. (no bill)

H.R.1159, To amend the Internal Revenue Code of 1986 to provide special rules for investments lost in a fraudulent Ponzi-type scheme-Contacted Congressman's Meek's office to explore support of a bill that offers some relief to victims of Ponzi schemes. Lobbied for reintroduction of auto-IRA, a bill that would require an automatic workplace retirement savings plan for an estimated 50 million employees (no bill). Lobbied for introduction of legislation that would expand the savers credit so that more modest income individuals can benefit from it. (no bill number) Discussed Auto-IRA, a bill that would require an automatic workplace retirement savings plan for an estimated 50 million employees; legislation that would end the age cap in the earned income tax credit; legislation that would expand the savers credit so that more modest income individuals can benefit from it; and on the inappropriate application of withholding tables that implement Make Work Pay to pension and other retirement income. (no bill) Met with Democratic Policy Counsel staff on: Auto-IRA, a bill that would require an automatic workplace retirement savings plan for an estimated 50 million employees would end the age cap in the earned income tax credit; that would expand the savers credit so that more modest income individuals can benefit from it; weatherization; modernizing the poverty measure; and modernizing the asset tests that are used to determine eligibility for federal benefits. (no bill) Met with the Vice-President's staff on: Auto-IRA, a bill that would require an automatic workplace retirement savings plan for an estimated 50 million employees; legislation that would end the age cap in the earned income tax credit; legislation that would expand the savers credit so that more modest income individuals can benefit from it; weatherization; modernizing the poverty measure; and modernizing the asset tests that are used to determine eligibility for federal benefits. (no bill) Discussed the need for bipartisan action on long-term financial security. (no bill) Discussed preferred Social Security options. (no bill) Discussed implications of no Social Security COLA.(no bill) Discussed disability backlog process and administration issues, including participation on SSA Advisory Future Systems Technology Panel (Nancy LeaMond, panelist). Advocated for retirement security for family caregivers. H.R. 3536, Social Security COLA Fix for 2010 Act -Discussed implications of legislation responding to the lack of a Social Security COLA in 2010. H.R. 3557- To provide an emergency cost-of-living increase for Social Security Benefits for 2010. Discussed implications of legislation introduced to respond to the lack of a Social Security COLA for 2010. H.R.3572, COLA Assistance Act of 2009-Discussed implications on legislation introduced to respond to the lack of a Social Security COLA for 2010. S. 1685/H.R.3597, Emergency Senior Citizens Relief Act of 2009 - Discussed implications of legislation introduced to respond to the lact of a Cocial Security COLA for 2010. H.R. 3691, Seniors and Veterans Economic Stimulus Act of 2009 - Discussed implications of legislation introduced to respond to the lack of a Social Security COLA for 2010. H.R. 3672, Social Security COLA Fix for 2010 Act - Discussed implications of legislation introduced to respond to the lack of a Social Security COLA for 2010. H.R. 3677, Save Our Seniors Social Security Act of 2009 - Discussed implications of legislation introduced to respond to the lack of a Social Security COLA for 2010. H.R. 3810, Emergency Senior Citizens Relief Act of 2009 - Discussed implications of legislation introduced to respond to the lack of a Social Security COLA for 2010. S. 2926 Economic Fairness for Seniors Act - Discussed legislation that would allow premiums for Medicare Part B to remain at 2009 levels for all beneficiaries, providing Social Security beneficiaries with $250 in economic relief in response to the lack of a cost-of-living adjustment for 2010 and converting from the CPI-W to the CPI-E. H.R. 4126, the Retirement Fairness Act of 2009 - Reviewed and discussed legislation "to prevent the overstatement of benefits payable to non-highly compensated employees under qualified plans, and for other purposes." H.R. 4429, Restoring the Social Security COLA Act - Discussed the implications of legislation introduced to respond to the lack of a Social Security COLA in 2010. H.R. 4213, the Tax Extenders Act of 2009 - Advocated for the adoption of the Sanders Amendment (S.AMDT.3353) to provide an emergency benefit of $250 to seniors, veterans, and persons with disabilities in 2010 to compensate for the lact of cost-of-living adjustment for such year. Reviewed and discussed draft legislation to create a new Consumer Price Index to be used to calculate future Social Security COLAs. (no bill) Discussed draft language of latest Senate version of Automatic Individual Retirement Account (Auto-IRA) legislation. (no bill)

HR 3962: Affordable Health Care for America Act S.A. 2793: To provide for the importation of prescription drugs H.R. 3691: Providing for consideration of the bill (H.R. 3962) to provide affordable, quality health care for all Americans and reduce the growth in health care spending, and for other purposes, and providing for consideration of the bill (H.R. 3961) to amend title XVIII of the Social Security Act to reform the Medicare SGR payment system for physicians. S.1776: Medicare Physician Fairness Act of 2009 H.Res.847: Expressing the sense of the House of Representatives that any conference committee or other meetings held to determine the content of national health care legislation be conducted in public under the watchful eye of the people of the United States. Motion to Recommit on H.R.3961: Medicare Physician Payment Reform Act H.R.3961: Medicare Physician Payment Reform Act H.R. 3590: Reid-Obama Health Bill

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

S.A. 2793: To provide for the importation of prescription drugs H.R. 3691: Providing for consideration of the bill (H.R. 3962) to provide affordable, quality health care for all Americans and reduce the growth in health care spending, and for other purposes, and providing for consideration of the bill (H.R. 3961) to amend title XVIII of the Social Security Act to reform the Medicare SGR payment system for physicians.

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

Government targets: Energy, Dept of, Executive Office of the President (EOP), Federal Communications Commission (FCC), HOUSE OF REPRESENTATIVES, SENATE

H.R.1159, To amend the Internal Revenue Code of 1986 to provide special rules for investments lost in a fraudulent Ponzi-type scheme-Contacted Congressman's Meek's office to explore support of a bill that offers some relief to victims of Ponzi schemes. Lobbied for reintroduction of auto-IRA, a bill that would require an automatic workplace retirement savings plan for an estimated 50 million employees (no bill). Lobbied for introduction of legislation that would expand the savers credit so that more modest income individuals can benefit from it. (no bill number) Discussed Auto-IRA, a bill that would require an automatic workplace retirement savings plan for an estimated 50 million employees; legislation that would end the age cap in the earned income tax credit; legislation that would expand the savers credit so that more modest income individuals can benefit from it; and on the inappropriate application of withholding tables that implement Make Work Pay to pension and other retirement income. (no bill) Met with Democratic Policy Counsel staff on: Auto-IRA, a bill that would require an automatic workplace retirement savings plan for an estimated 50 million employees would end the age cap in the earned income tax credit; that would expand the savers credit so that more modest income individuals can benefit from it; weatherization; modernizing the poverty measure; and modernizing the asset tests that are used to determine eligibility for federal benefits. (no bill) Met with the Vice-President's staff on: Auto-IRA, a bill that would require an automatic workplace retirement savings plan for an estimated 50 million employees; legislation that would end the age cap in the earned income tax credit; legislation that would expand the savers credit so that more modest income individuals can benefit from it; weatherization; modernizing the poverty measure; and modernizing the asset tests that are used to determine eligibility for federal benefits. (no bill) Discussed the need for bipartisan action on long-term financial security. (no bill) Discussed preferred Social Security options. (no bill) Discussed implications of no Social Security COLA.(no bill) Discussed disability backlog process and administration issues, including participation on SSA Advisory Future Systems Technology Panel (Nancy LeaMond, panelist). Advocated for retirement security for family caregivers. H.R. 3536, Social Security COLA Fix for 2010 Act -Discussed implications of legislation responding to the lack of a Social Security COLA in 2010. H.R. 3557- To provide an emergency cost-of-living increase for Social Security Benefits for 2010. Discussed implications of legislation introduced to respond to the lack of a Social Security COLA for 2010. H.R.3572, COLA Assistance Act of 2009-Discussed implications on legislation introduced to respond to the lack of a Social Security COLA for 2010. S. 1685/H.R.3597, Emergency Senior Citizens Relief Act of 2009 - Discussed implications of legislation introduced to respond to the lact of a Cocial Security COLA for 2010. H.R. 3691, Seniors and Veterans Economic Stimulus Act of 2009 - Discussed implications of legislation introduced to respond to the lack of a Social Security COLA for 2010. H.R. 3672, Social Security COLA Fix for 2010 Act - Discussed implications of legislation introduced to respond to the lack of a Social Security COLA for 2010. H.R. 3677, Save Our Seniors Social Security Act of 2009 - Discussed implications of legislation introduced to respond to the lack of a Social Security COLA for 2010. H.R. 3810, Emergency Senior Citizens Relief Act of 2009 - Discussed implications of legislation introduced to respond to the lack of a Social Security COLA for 2010. S. 2926 Economic Fairness for Seniors Act - Discussed legislation that would allow premiums for Medicare Part B to remain at 2009 levels for all beneficiaries, providing Social Security beneficiaries with $250 in economic relief in response to the lack of a cost-of-living adjustment for 2010 and converting from the CPI-W to the CPI-E. H.R. 4126, the Retirement Fairness Act of 2009 - Reviewed and discussed legislation "to prevent the overstatement of benefits payable to non-highly compensated employees under qualified plans, and for other purposes."

H.R.1159, To amend the Internal Revenue Code of 1986 to provide special rules for investments lost in a fraudulent Ponzi-type scheme-Contacted Congressman's Meek's office to explore support of a bill that offers some relief to victims of Ponzi schemes. Lobbied for reintroduction of auto-IRA, a bill that would require an automatic workplace retirement savings plan for an estimated 50 million employees (no bill). Lobbied for introduction of legislation that would expand the savers credit so that more modest income individuals can benefit from it. (no bill number) Discussed Auto-IRA, a bill that would require an automatic workplace retirement savings plan for an estimated 50 million employees; legislation that would end the age cap in the earned income tax credit; legislation that would expand the savers credit so that more modest income individuals can benefit from it; and on the inappropriate application of withholding tables that implement Make Work Pay to pension and other retirement income. (no bill) Met with Democratic Policy Counsel staff on: Auto-IRA, a bill that would require an automatic workplace retirement savings plan for an estimated 50 million employees would end the age cap in the earned income tax credit; that would expand the savers credit so that more modest income individuals can benefit from it; weatherization; modernizing the poverty measure; and modernizing the asset tests that are used to determine eligibility for federal benefits. (no bill) Met with the Vice-President's staff on: Auto-IRA, a bill that would require an automatic workplace retirement savings plan for an estimated 50 million employees; legislation that would end the age cap in the earned income tax credit; legislation that would expand the savers credit so that more modest income individuals can benefit from it; weatherization; modernizing the poverty measure; and modernizing the asset tests that are used to determine eligibility for federal benefits. (no bill) Discussed the need for bipartisan action on long-term financial security. (no bill) Discussed preferred Social Security options. (no bill) Discussed implications of no Social Security COLA.(no bill) Discussed disability backlog process and administration issues, including participation on SSA Advisory Future Systems Technology Panel (Nancy LeaMond, panelist). Advocated for retirement security for family caregivers. H.R. 3536, Social Security COLA Fix for 2010 Act -Discussed implications of legislation responding to the lack of a Social Security COLA in 2010. H.R. 3557- To provide an emergency cost-of-living increase for Social Security Benefits for 2010. Discussed implications of legislation introduced to respond to the lack of a Social Security COLA for 2010. H.R.3572, COLA Assistance Act of 2009-Discussed implications on legislation introduced to respond to the lack of a Social Security COLA for 2010. S. 1685/H.R.3597, Emergency Senior Citizens Relief Act of 2009 - Discussed implications of legislation introduced to respond to the lact of a Cocial Security COLA for 2010. H.R. 3691, Seniors and Veterans Economic Stimulus Act of 2009 - Discussed implications of legislation introduced to respond to the lack of a Social Security COLA for 2010. H.R. 3672, Social Security COLA Fix for 2010 Act - Discussed implications of legislation introduced to respond to the lack of a Social Security COLA for 2010. H.R. 3677, Save Our Seniors Social Security Act of 2009 - Discussed implications of legislation introduced to respond to the lack of a Social Security COLA for 2010. H.R. 3810, Emergency Senior Citizens Relief Act of 2009 - Discussed implications of legislation introduced to respond to the lack of a Social Security COLA for 2010. S. 2926 Economic Fairness for Seniors Act - Discussed legislation that would allow premiums for Medicare Part B to remain at 2009 levels for all beneficiaries, providing Social Security beneficiaries with $250 in economic relief in response to the lack of a cost-of-living adjustment for 2010 and converting from the CPI-W to the CPI-E. H.R. 4126, the Retirement Fairness Act of 2009 - Reviewed and discussed legislation "to prevent the overstatement of benefits payable to non-highly compensated employees under qualified plans, and for other purposes."

H.R.1159, To amend the Internal Revenue Code of 1986 to provide special rules for investments lost in a fraudulent Ponzi-type scheme-Contacted Congressman's Meek's office to explore support of a bill that offers some relief to victims of Ponzi schemes. Lobbied for reintroduction of auto-IRA, a bill that would require an automatic workplace retirement savings plan for an estimated 50 million employees (no bill). Lobbied for introduction of legislation that would expand the savers credit so that more modest income individuals can benefit from it. Discussed Auto-IRA, a bill that would require an automatic workplace retirement savings plan for an estimated 50 million employees; legislation that would end the age cap in the earned income tax credit; legislation that would expand the savers credit so that more modest income individuals can benefit from it; and on the inappropriate application of withholding tables that implement Make Work Pay to pension and other retirement income. (no bill) Met with Democratic Policy Counsel staff on: Auto-IRA, a bill that would require an automatic workplace retirement savings plan for an estimated 50 million employees would end the age cap in the earned income tax credit; that would expand the savers credit so that more modest income individuals can benefit from it; weatherization; modernizing the poverty measure; and modernizing the asset tests that are used to determine eligibility for federal benefits. (no bill) Met with the Vice-President's staff on: Auto-IRA, a bill that would require an automatic workplace retirement savings plan for an estimated 50 million employees; legislation that would end the age cap in the earned income tax credit; legislation that would expand the savers credit so that more modest income individuals can benefit from it; weatherization; modernizing the poverty measure; and modernizing the asset tests that are used to determine eligibility for federal benefits. (no bill) Discussed the need for bipartisan action on long-term financial security. (no bill) Discussed preferred Social Security options. (no bill) Discussed implications of no Social Security COLA.(no bill) Discussed disability backlog process and administration issues, including participation on SSA Advisory Future Systems Technology Panel (Nancy LeaMond, panelist). Advocated for retirement security for family caregivers. H.R. 3536, Social Security COLA Fix for 2010 Act -Discussed implications of legislation responding to the lack of a Social Security COLA in 2010. H.R. 3557- To provide an emergency cost-of-living increase for Social Security Benefits for 2010. Discussed implications of legislation introduced to respond to the lack of a Social Security COLA for 2010. H.R.3572, COLA Assistance Act of 2009-Discussed implications on legislation introduced to respond to the lack of a Social Security COLA for 2010. S. 1685/H.R.3597, Emergency Senior Citizens Relief Act of 2009 - Discussed implications of legislation introduced to respond to the lact of a Cocial Security COLA for 2010. H.R. 3691, Seniors and Veterans Economic Stimulus Act of 2009 - Discussed implications of legislation introduced to respond to the lack of a Social Security COLA for 2010. H.R. 3672, Social Security COLA Fix for 2010 Act - Discussed implications of legislation introduced to respond to the lack of a Social Security COLA for 2010. H.R. 3677, Save Our Seniors Social Security Act of 2009 - Discussed implications of legislation introduced to respond to the lack of a Social Security COLA for 2010.

H.R.1159, To amend the Internal Revenue Code of 1986 to provide special rules for investments lost in a fraudulent Ponzi-type scheme-Contacted Congressman's Meek's office to explore support of a bill that offers some relief to victims of Ponzi schemes. Lobbied for reintroduction of auto-IRA, a bill that would require an automatic workplace retirement savings plan for an estimated 50 million employees (no bill). Lobbied for introduction of legislation that would expand the savers credit so that more modest income individuals can benefit from it. Discussed Auto-IRA, a bill that would require an automatic workplace retirement savings plan for an estimated 50 million employees; legislation that would end the age cap in the earned income tax credit; legislation that would expand the savers credit so that more modest income individuals can benefit from it; and on the inappropriate application of withholding tables that implement Make Work Pay to pension and other retirement income. (no bill) Met with Democratic Policy Counsel staff on: Auto-IRA, a bill that would require an automatic workplace retirement savings plan for an estimated 50 million employees would end the age cap in the earned income tax credit; that would expand the savers credit so that more modest income individuals can benefit from it; weatherization; modernizing the poverty measure; and modernizing the asset tests that are used to determine eligibility for federal benefits. (no bill) Met with the Vice-President's staff on: Auto-IRA, a bill that would require an automatic workplace retirement savings plan for an estimated 50 million employees; legislation that would end the age cap in the earned income tax credit; legislation that would expand the savers credit so that more modest income individuals can benefit from it; weatherization; modernizing the poverty measure; and modernizing the asset tests that are used to determine eligibility for federal benefits. (no bill) Discussed the need for bipartisan action on long-term financial security. (no bill) Discussed preferred Social Security options. (no bill) Discussed implications of no Social Security COLA.(no bill) Discussed disability backlog process and administration issues, including participation on SSA Advisory Future Systems Technology Panel (Nancy LeaMond, panelist). Advocated for retirement security for family caregivers. H.R. 3536, Social Security COLA Fix for 2010 Act -Discussed implications of legislation responding to the lack of a Social Security COLA in 2010. H.R. 3557- To provide an emergency cost-of-living increase for Social Security Benefits for 2010. Discussed implications of legislation introduced to respond to the lack of a Social Security COLA for 2010. H.R.3572, COLA Assistance Act of 2009-Discussed implications on legislation introduced to respond to the lack of a Social Security COLA for 2010. S. 1685/H.R.3597, Emergency Senior Citizens Relief Act of 2009 - Discussed implications of legislation introduced to respond to the lact of a Cocial Security COLA for 2010. H.R. 3691, Seniors and Veterans Economic Stimulus Act of 2009 - Discussed implications of legislation introduced to respond to the lack of a Social Security COLA for 2010. H.R. 3672, Social Security COLA Fix for 2010 Act - Discussed implications of legislation introduced to respond to the lack of a Social Security COLA for 2010. H.R. 3677, Save Our Seniors Social Security Act of 2009 - Discussed implications of legislation introduced to respond to the lack of a Social Security COLA for 2010.