Guaranteed 3% COLA for Seniors Act of 2009

Social Security/Cost of Living Adjustment. S. 3985, S. 3976, 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. Social Security. H.R. 4213 (Unemployment Compensation Extension Act of 2010), 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. Social Security/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/Payroll Tax Holiday. H.R. 4853: provisions establishing a one-year, two percent payroll tax cut and extending tax cuts that were set to expire 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/Benefit Indexing. 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 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): provisions to improve working womens pension plan participation and pension account accumulation, and safeguard spousal rights pertaining to pensions at divorce.

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

Government targets: Centers For Medicare and Medicaid Services (CMS), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Office of Management & Budget (OMB), President of the U.S., SENATE

In support of Social Security Notch Reform: H.R. 1067, H.R. 238, S. 81; In support of Consumer Price Index-Elderly: H.R. 2365, H.R. 2429, H.R. 5275, H.R. 4193; In support of No Soc. Sec. for Unauthorized Work/Anti-Totalization: H.Res. 394, H.R. 2287, H.R. 160, H.R. 132, H.R. 133, S. 42, S. 115; In support of Soc. Sec. Protection: H.R. 235, H.R. 137, H.R. 1276, H.R. 219, S. 86, S. 484; In support of Emergency COLA for 2010 & 2011: H.R. 3557, H.R. 5987; In support of Congressional Pay Cut: H.R. 4720

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 1961, Savings for American Families' Futures Act of 2009, all provisions H.R. 1988, Conflicted Investment Advice Prohibition Act of 2009, all provisions H.R. 2779, Defined Contribution Plan Fee Transparency Act of 2009, all provisions H.R. 2989, H.R. 1984 The 401(k) Fair Disclosure and Pension Security Act of 2009, all provisions H.R. 2748, The Retirement Security Needs Lifetime Pay Act, all provisions H.R. 4742, Small Businesses Add Values for Employees Act of 2009 (The SAVE Act ), all provisions H.R. 4193, Guaranteed 3% COLA for Seniors Act of 2009, all provisions S. 401, Defined Contribution Fee Disclosure Act of 2009, all provisions S. 2832, Lifetime Income Disclosure Act, all provisions H.R. 4213 American Workers, State and Business Relief Act, all provisions S. 3760 / H.R. 6099, Automatic IRA Act of 2010, all provisions [No Bill Number], Administration's Automatic IRA Proposal [No Bill Number], Incentives for Annuities and Guaranteed Lifetime Income [No Bill Number], QDIA Guidance and Clarifications [No Bill Number], Section 408(b)(2) Service Provider Fee Disclosure, Incentives for Annuities [No Bill Number], Request for Information on lifetime income options [No Bill Number], Investment Advice Regulations [No Bill Number], Auto Annuitization [No Bill Number], Multiple Small Employer Plan Proposal [No Bill Number], Pension Funding Relief [No Bill Number], Tax Extenders/UI-Cobra Funding [No Bill Number], Department of Labor and Department of Treasury Request for Information on Guaranteed Lifetime Income [No Bill Number], Incentives for Annuities and Guaranteed Lifetime Income in DC Plans [No Bill Number], Department of Labor Redefinition of Fiduciary Regulatory Project [No Bill Number], Regulation of Asset-Backed Securities [No Bill Number], SEC Target Date Fund Disclosure Regulation [No Bill Number], SEC 12b-2 Proposed Rules

Social Security Notch Reform: H.R. 1067 and H.R. 238 and S. 81, Consumer Price Index for the Elderly (CPI-E): H.R. 2365 and H.R. 2429 and H.R. 5275 and H.R. 4193, Anti-Totalization/No Social Security for Unauthorized work: H.Res. 394 and H.R. 2287 and H.R. 160 and H.R. 132 and H.R. 133 and S. 42 and S. 115, Social Security Protection: H.R. 235 and H.R. 137 and H.R. 1276 and H.R. 219 and S. 86 and S. 484, Emergency COLA for 2010 & 2011: H.R. 3557 and H.R. 5987, Congressional Pay Cut: H.R. 4720

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

Government targets: HOUSE OF REPRESENTATIVES, 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. 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.

In Support of Social Security Notch Reform: H.R. 1067, H.R. 238, and S. 81; In Support of Consumer Price Index-Elderly: H.R. 2365, H.R. 2429, H.R. 5275 and H.R. 4193; In Support of No Soc. Sec. for Unauthorized Work/Anti-Totalization: H.Res. 394, H.R. 2287, H.R. 160, H.R. 132, H.R. 133, S. 42 and S. 115; In support of Soc. Sec. Protection: H.R. 235, H.R. 137, H.R. 1276, H.R. 219, S. 86 and S. 484; In Support of Emergency Soc. Sec. COLA for 2010: H.R. 3557; In Support of Congressional Pay Cut: H.R. 4720

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 1961, Savings for American Families' Futures Act of 2009, all provisions H.R. 1988, Conflicted Investment Advice Prohibition Act of 2009, all provisions H.R. 2779, Defined Contribution Plan Fee Transparency Act of 2009, all provisions H.R. 2989, H.R. 1984 The 401(k) Fair Disclosure and Pension Security Act of 2009, all provisions H.R. 2748, The Retirement Security Needs Lifetime Pay Act, all provisions H.R. 4742, Small Businesses Add Values for Employees Act of 2009 (The SAVE Act ), all provisions H.R. 4193, Guaranteed 3% COLA for Seniors Act of 2009, all provisions S. 401, Defined Contribution Fee Disclosure Act of 2009, all provisions S. 2832, Lifetime Income Disclosure Act, all provisions H.R. 1984, The 401(k) Fair Disclosure and Pension Security Act of 2009 H.R. 4213 American Workers, State and Business Relief Act [No Bill Number], Administration's Automatic IRA Proposal [No Bill Number], Incentives for Annuities and Guaranteed Lifetime Income [No Bill Number], QDIA Guidance and Clarifications [No Bill Number], Section 408(b)(2) Service Provider Disclosure [No Bill Number], Request for Information on lifetime income options [No Bill Number], Investment Advice Regulations [No Bill Number], Auto Annuitization [No Bill Number], Multiple Employer Plan Proposal [No Bill Number], Pension Funding Relief [No Bill Number], Tax Extenders/UI-Cobra Funding [No Bill Number], Department of Labor and Department of Treasury Request for Information on Guaranteed Income [No Bill Number], Section 408(b)(2) Disclosure DOL Regulation [No Bill Number], Investment Advice DOL Regulation [No Bill Number], Incentives for Annuities and Guaranteed Lifetime Income in DC Plans [No Bill Number], Department of Labor Redefinition of Fiduciary Regulatory Project

Client expense: $2,890,000 · Firm income: Not reported

H.R. 1961, Savings for American Families' Futures Act of 2009, all provisions H.R. 1988, Conflicted Investment Advice Prohibition Act of 2009, all provisions H.R. 2779, Defined Contribution Plan Fee Transparency Act of 2009, all provisions H.R. 2989, H.R. 1984 The 401(k) Fair Disclosure and Pension Security Act of 2009, all provisions H.R. 2748, The Retirement Security Needs Lifetime Pay Act, all provisions H.R. 4742, Small Businesses Add Values for Employees Act of 2009 (The SAVE Act ), all provisions H.R. 4193, Guaranteed 3% COLA for Seniors Act of 2009, all provisions S. 401, Defined Contribution Fee Disclosure Act of 2009, all provisions S. 2832, Lifetime Income Disclosure Act, all provisions H.R. 1984, The 401(k) Fair Disclosure and Pension Security Act of 2009 H.R. 4213 American Workers, State and Business Relief Act [No Bill Number], Administration's Automatic IRA Proposal [No Bill Number], Incentives for Annuities and Guaranteed Lifetime Income [No Bill Number], QDIA Guidance and Clarifications [No Bill Number], Section 408(b)(2) Service Provider Disclosure [No Bill Number], Request for Information on lifetime income options [No Bill Number], Investment Advice Regulations [No Bill Number], Auto Annuitization [No Bill Number], Multiple Employer Plan Proposal [No Bill Number], Pension Funding Relief [No Bill Number], Tax Extenders/UI-Cobra Funding [No Bill Number], Department of Labor and Department of Treasury Request for Information on Guaranteed Income [No Bill Number], Section 408(b)(2) Disclosure DOL Regulation [No Bill Number], Investment Advice DOL Regulation [No Bill Number], Incentives for Annuities and Guaranteed Lifetime Income in DC Plans [No Bill Number], Department of Labor Redefinition of Fiduciary Regulatory Project

Client expense: $2,870,000 · Firm income: Not reported

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.

In Support of Social Security Notch Reform: H.R. 1067, H.R. 238, S. 81; In Support of Consumer Price Index-Elderly (CPI-E): H.R. 2365, H.R. 2429, H.R. 4193, H.R. 5275; In Support of No Soc. Sec. for Unauthorized Work/Anti-Totalization: H.Res. 394, H.R. 2287, H.R. 160, H.R. 132, H.R. 133, S. 42, S. 115; In Support of Soc. Sec. Protection: H.R. 235, H.R. 137, H.R. 1276, H.R. 219, S. 86, S. 484; In Support of Emergency Soc. Sec. COLA for 2010: H.R. 3557; In Support of Congressional Pay Cut: H.R. 4720

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Social Security Notch Reform: H.R. 1067 and H.R. 238 and S. 81, Consumer Price Index for the Elderly (CPI-E): H.R. 2365 and H.R. 2429 and H.R. 5275 and H.R. 4193, Anti-Totalization/No Social Security for Unauthorized work: H.Res. 394 and H.R. 2287 and H.R. 160 and H.R. 132 and H.R. 133 and S. 42 and S. 115, Social Security Protection: H.R. 235 and H.R. 137 and H.R. 1276 and H.R. 219 and S. 86 and S. 484, Emergency COLA for 2010: H.R. 3557, In support of Congressional Pay Cut: H.R. 4720

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

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.

H.R. 1961, Savings for American Families' Futures Act of 2009, all provisions H.R. 1988, Conflicted Investment Advice Prohibition Act of 2009, all provisions H.R. 2779, Defined Contribution Plan Fee Transparency Act of 2009, all provisions H.R. 2989, H.R. 1984 The 401(k) Fair Disclosure and Pension Security Act of 2009, all provisions H.R. 2748, The Retirement Security Needs Lifetime Pay Act, all provisions H.R. 4742, Small Businesses Add Values for Employees Act of 2009 (The SAVE Act ), all provisions H.R. 4193, Guaranteed 3% COLA for Seniors Act of 2009, all provisions S. 401, Defined Contribution Fee Disclosure Act of 2009, all provisions S. 2832, Lifetime Income Disclosure Act, all provisions [No Bill Number], Administration's Automatic IRA Proposal [No Bill Number], Incentives for Annuities and Guaranteed Lifetime Income [No Bill Number], QDIA Guidance and Clarifications [No Bill Number], Section 408(b)(2) Service Provider Disclosure [No Bill Number], Request for Information on lifetime income options [No Bill Number], Investment Advice Regulations

Client expense: $1,690,000 · Firm income: Not reported

Annuities: Followed SEC action on rule to bring equity-indexed annuities under the SEC's regulatory purviews. Proposed rule: "indexed Annuities and certain other insurance contacts." Release number: 33-8933. also followed litigation in opposition to rule. commodities: Monitor action of the CFTC and Congress on speculation in the energy markets. Short Selling: Followed SEC's action regarding reinstating the uptick rule for short selling. Hedge funds and private equity: Monitor S.244 Hedge fund Transparency Act; S.12276 private Fund Transparency Act of 2009. Consumer Financial Protection Agency: Monitor inclusion of this new agency in H.R.4193, the Wall Street Reform and Consumer Protection Act and in parallel Senate legislation, the Restoring American Financial Stability Act. Derivatives: Monitor new rules and changes of regulation for derivatives and commodity indexed funds, and activity within Congress, especially in the context of the H.R. 4173, the Wall Street Reform and Consumer Protection Act of 2009 and parallel legislation in the Senate, the Restoring American Financial Stability Act. Senior Investor Protection Act, S.906: monitor legislation designed to protect seniors wishing to buy financial products from unqualified advisors; monitor together with trade associations. Target Date funds: Monitor possible legislation and SEC as well as Department of Labor regulatory activities. SEC and money markets: Monitor and see proposed SEC regulations. Mutual funds: Advocate for the ability to defer annual capital gains taxation of dividends that are reinvested in mutual funds, GROWTH act S. 1082.

Client expense: $425,000 · Firm income: Not reported

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.

In support of Social Security Notch Reform: H.R. 1067 and H.R. 238 and S. 81; In support of Consumer price Index for the Elderly (CPI-E): H.R. 2365, H.R. 2429 and H.R. 4193; In support of No Social Security for Unauthorized Work/Anti-Totalization: H.Res. 394 and H.R. 2287, H.R. 160, H.R. 132, H.R. 133 and S. 42 and S. 115; In support of Social Security Protection: H.R. 235, H.R. 137, H.R. 1276, H.R. 219, and S. 86 and S. 484; In support of Social Security Emergency COLA for 2010: H.R. 3557

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

In support of Social Security Notch Reform: H.R. 1067 and H.R. 238 and S. 81; In support of Consumer Price Index for the Elderly (CPI-E): H.R. 2365, H.R. 2429 and H.R. 4193; In support of No Social Security for Unauthorized Work/Anti-Totalization: H.Res. 394 and H.R. 2287, H.R. 160, H.R. 132, H.R. 133, and S. 42 and S. 115; In support of Social Security Protection: H.R. 235, H.R. 137, H.R. 1276, H.R. 219, and S. 86 and S. 484; In support of Social Security Emergency COLA for 2010: H.R. 3557

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Social Security Notch Reform: H.R. 1067 and H.R. 238 and S. 81, Consumer Price Index for the Elderly (CPI-E): H.R. 2365 and H.R. 2429 and H.R. 4193, Anti-Totalization/No Social Security for Unauthorized work: H.Res. 394 and H.R. 2287 and H.R. 160 and H.R. 132 and H.R. 133 and S. 42 and S. 115, Social Security Protection: H.R. 235 and H.R. 137 and H.R. 1276 and H.R. 219 and S. 86 and S. 484, Emergency COLA for 2010: H.R. 3557

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Social Security Notch Reform: H.R. 1067 and H.R. 238 and S. 81, Consumer Price Index for the Elderly (CPI-E): H.R. 2365 and H.R. 2429 and H.R. 4193, Anti-Totalization/No Social Security for Unauthorized work: H.Res. 394 and H.R. 2287 and H.R. 160 and H.R. 132 and H.R. 133 and S. 42 and S. 115, Social Security Protection: H.R. 235 and H.R. 137 and H.R. 1276 and H.R. 219 and S. 86 and S. 484, Emergency COLA for 2010: H.R. 3557

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

In support of Social Security Notch Reform: H.R. 1067 and H.R. 238 and S. 81; In support of Consumer Price Index for the Elderly (CPI-E): H.R. 2365, H.R. 2429 and H.R. 4193; In support of No Social Security for Unauthorized Work (anti-Totalization): H.Res. 394 and H.R. 2287, H.R. 160, H.R. 132 and H.R. 133 and S. 42 and S. 115; In support of Social Security Protection: H.R. 235, H.R. 137, H.R. 1276 and H.R. 219 and S. 86 and S. 484; In support of Emergency Social Security COLA for 2010: H.R. 3557

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE