Preserving Our Promise to Seniors Act

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 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) Discussed the need for bipartisan action on long-term financial security. (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. (no bill) Advocated for retirement security for family caregivers. (no bill) 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." 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 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 and the importance of the Social Security program to beneficiaries and future beneficiaries. (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. 3081, H.R. 3082, H.J. Res. 105, H.J. Res. 101, Continuing Resolution, FY 2011 - Lobbied for increased funding of SSA Administrative expenses to reduce disability claim backlog and improve customer service. H.R. 6099/S. 3760, the Automatic IRA Act of 2010 - Lobbied for introduction and cosponsorship of legislation to provide automatic indivudual retirement accounts, funded via payroll deduction, to individuals who work for an employer of a particular size and tenure who does not currently offer a retirement vehicle to their employees. H.R. 5834, the Preserving Our Promise to Seniors Act - Reviewed legislation to provide a new consumer price index for calculating annual Social Security cost-of-living adjustments, to provide $250 to beneficiaries in years where there is no COLA, and establishes a point of order against certain changes to Social Security. H.R. 5987, the Seniors Protection Act of 2010 - Reviewed legislation to provide $250 to Social Security beneficiaries in the event there is no COLA in 2011. Discussed implications of the President's Fiscal Commission on Social Security. (no bill) Lobbied to prevent the use of Social Security to pay down the federal deficit. (no bill) S. 3985, the Emergency Senior Citizen Relief Act - Reviewed legislation to provide $250 to Social Security beneficiaries in lieu of a COLA for 2011. Sent letter to Congressional Leadership on the importance of providing economic relief to seniors facing two years in a row without a COLA.

Client expense: $9,120,000 · Firm income: Not reported

Government targets: Administration on Aging, Centers For Medicare and Medicaid Services (CMS), Energy, Dept of, Equal Employment Opportunity Commission (EEOC), Federal Communications Commission (FCC), Federal Energy Regulatory Commission (FERC), Federal Reserve System, Food & Drug Administration (FDA), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Medicare Payment Advisory Commission (MedPAC), Natl Highway Traffic Safety Administration (NHTSA), Office of Management & Budget (OMB), Office of Personnel Management (OPM), Office of the Vice President of the United States, SENATE, Securities & Exchange Commission (SEC), Social Security Administration (SSA), Transportation, Dept of (DOT), Treasury, Dept of, White House Office

Social Security Issues relating to deficit PBGC Policy Automatic IRA Extension Act, S. 3760 Early retirement window, cash flow matching rules Small Business Jobs and Credit Act, H.R. 5297 - pension issues Preserving Our Promise to Seniors Act, H.R. 5834 Social Security trustees report Resolution re. raising retirement age, H. Res. 1670 Resolution on raising retirement age, S. Res. 664 Pension technical corrections Pension funding relief 401(k) plan fee regulations

Client expense: $760,000 · Firm income: Not reported

Government targets: Defense, Dept of (DOD), Education, Dept of, Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Labor Relations Board (NLRB), Office of Management & Budget (OMB), Office of the Vice President of the United States, SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Transportation, Dept of (DOT), 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 introduction of legislation that would expand the savers credit so that more modest income individuals can benefit from it. (no bill number) Discussed 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) Discussed the need for bipartisan action on long-term financial security. (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. (no bill) Advocated for retirement security for family caregivers. (no bill) 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." 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 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 and the importance of the Social Security program to beneficiaries and future beneficiaries. (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. 3081, Continuing Resolution, FY 2011 - Lobbied for increased funding of SSA Administrative expenses to reduce disability claim backlog and improve customer service. H.R. 6099/S. 3760, the Automatic IRA Act of 2010 - Lobbied for introduction and cosponsorship of legislation to provide automatic indivudual retirement accounts, funded via payroll deduction, to individuals who work for an employer of a particular size and tenure who does not currently offer a retirement vehicle to their employees. H.R. 5834, the Preserving Our Promise to Seniors Act - Reviewed legislation to provide a new consumer price index for calculating annual Social Security cost-of-living adjustments, to provide $250 to beneficiaries in years where there is no COLA, and establishes a point of order against certain changes to Social Security. H.R. 5987, the Seniors Protection Act of 2010 - Reviewed legislation to provide $250 to Social Security beneficiaries in the event there is no COLA in 2011. Discussed implications of the President's Fiscal Commission on Social Security. (no bill) Lobbied to prevent the use of Social Security to pay down the federal deficit. (no bill)

Client expense: $4,710,000 · Firm income: Not reported

Government targets: Administration on Aging, Centers For Medicare and Medicaid Services (CMS), Commerce, Dept of (DOC), Energy, Dept of, Federal Communications Commission (FCC), Food & Drug Administration (FDA), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Labor, Dept of (DOL), Office of Management & Budget (OMB), Office of Personnel Management (OPM), Office of the Vice President of the United States, SENATE, Securities & Exchange Commission (SEC), Social Security Administration (SSA), Transportation, Dept of (DOT), Treasury, Dept of, White House Office