vs 6,490 other HR bills in the 111th — cohort avg 44d
Summary
No CRS summary is available for this bill yet. The source title, actions, sponsors, and text versions below come from Congress.gov.
Lobbying filings that explicitly cite this bill (26)
These links require the bill number to appear in the filing's source-reported specific issue text. Client expenses and lobbying-firm income are separate disclosure fields.
Cited source text, amounts, lobbyists, and targets
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.
Cited source text, amounts, lobbyists, and targets
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.
Cited source text, amounts, lobbyists, and targets
public service retirees payment - no specific bill
S. 3985 - the Emergency Senior Citizens Relief Act of 2010
HR 235 - Social Security Fairness Act
S.484 - Social Security Fairness Act H.R.5987 - Seniors Protection Act of 2010
H.R.4853 - Tax Relief, Unemployment Insurance Reauthorization, And Job Creation Act of 2010
H.Res.1670 - resolution expressing a sense of the House of Representatives that the retirement age under title II of the Social Security Act (42 U.S.C. 401 et seq.)
Revenue Ruling 2006-43
Client expense: $546,791 · 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
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
Cited source text, amounts, lobbyists, and targets
H.R. 5618 - Restoration of Emergency Unemployment Compensation Act of 2010, provisions that affect the regulations of private equity;
S. 3793 Job Creation and Tax Cuts Act of 2010, provisions related to the tax treatment of private equity; H.R. 5982 Small Business Tax Relief Act of 2010 [1099 repeal bill], provisions related to the tax treatment of private equity;
H.R. 5987 Seniors Protection Act of 2010, provisions related to the tax treatment of private equity;
H.R. 4853 - Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010, provisions related to the tax treatment of private equity;
Administration budget proposals.
Client expense: $610,000 · Firm income: Not reported
Cited source text, amounts, lobbyists, and targets
Public Pensions
HRes 1607 - Opposing raising the retirement age for Social Security
SRes 664 - Opposing benefit cuts to Social Security
HR 5987, S 3985 - Social Security payments to seniors
Client expense: $580,000 · Firm income: Not reported
Government targets: Agriculture, Dept of (USDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, Treasury, Dept of, White House Office
Cited source text, amounts, lobbyists, and targets
Telework Enhancement Act (H.R. 1722/S.707); Managerial training (S. 674/H.R.5522); federal employee pay freeze in 2011 and 2012 (part of the CR, H.R 3082); Initiatives proposed by the Fiscal Commission in December; Payroll tax holiday extension (H.R. 4853); DOD's National Security Personnel System transition; Social Security Administration funding in FY11 and FY12; General clarification on federal employee pay and benefits; $250 one time payment to retirees (H.R. 5987)
Client expense: Not reported · Firm income: Not reported
Cited source text, amounts, lobbyists, and targets
1. Social Security, potential impact from the deliberations of the National Commission on Fiscal Responsibility and Reform
2. S. Res. 664, Expressing the sense of the Senate in opposition to privatizing Social Security, raising the retirement age, or other similar cuts to benefits under title II of the Social Security Act, entire resolution
3. H.R. 5987, Seniors Protection Act of 2010, entire bill 4. S. 3985, Emergency Senior Citizens Relief Act of 2010, entire bill
Client expense: $60,000 · Firm income: Not reported
Government targets: Council on Environmental Quality (CEQ), Defense, Dept of (DOD), Energy, Dept of, Environmental Protection Agency (EPA), Equal Employment Opportunity Commission (EEOC), Executive Office of the President (EOP), Export-Import Bank of the United States (EXIM Bank), Federal Communications Commission (FCC), Federal Deposit Insurance Corporation (FDIC), Federal Labor Relations Authority (FLRA), Federal Reserve System, Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Justice, Dept of (DOJ), 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), State, Dept of (DOS), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Immigration & Customs Enforcement (ICE), U.S. Trade Representative (USTR)
Cited source text, amounts, lobbyists, and targets
Improve Tax Equity for servicemembers.
S. 1685, S. 3232, S. 3334, S. 3718, S. 3793, S. 3925, S. 3976, S. 3985, H.R. 847, H.R. 3337, H.R. 3348, H.R. 3467, H.R. 4213, H.R. 4693, H.R. 4764, H.R. 4853, H.R. 4889, H.R. 5987, H.R. 5993
Client expense: $194,515 · Firm income: Not reported
Government targets: Air Force, Dept of, Army, Dept of (Corps of Engineers), Army, Dept of (Other), Bureau of Labor Statistics (BLS), Centers For Medicare and Medicaid Services (CMS), Commerce, Dept of (DOC), Congressional Budget Office (CBO), Defense Finance & Accounting Service (DFAS), Defense, Dept of (DOD), Executive Office of the President (EOP), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Internal Revenue Service (IRS), Joint Chiefs of Staff, Justice, Dept of (DOJ), Labor, Dept of (DOL), Library of Congress (LOC), Natl Guard, Natl Oceanic & Atmospheric Administration (NOAA), Navy, Dept of, Office of Management & Budget (OMB), Office of the Secretary of Defense, President of the U.S., SENATE, Social Security Administration (SSA), U.S. Coast Guard (USCG), U.S. Marines, Veterans Affairs, Dept of (VA), Veterans Employment & Training Service, White House Office
Government targets: Air Force, Dept of, Army, Dept of (Corps of Engineers), Army, Dept of (Other), Bureau of Labor Statistics (BLS), Centers For Medicare and Medicaid Services (CMS), Commerce, Dept of (DOC), Congressional Budget Office (CBO), Defense Finance & Accounting Service (DFAS), Defense, Dept of (DOD), Executive Office of the President (EOP), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Internal Revenue Service (IRS), Joint Chiefs of Staff, Justice, Dept of (DOJ), Labor, Dept of (DOL), Library of Congress (LOC), Natl Guard, Natl Oceanic & Atmospheric Administration (NOAA), Navy, Dept of, Office of Management & Budget (OMB), Office of the Secretary of Defense, President of the U.S., SENATE, Social Security Administration (SSA), U.S. Coast Guard (USCG), U.S. Marines, Veterans Affairs, Dept of (VA), Veterans Employment & Training Service, White House Office
Cited source text, amounts, lobbyists, and targets
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
Cited source text, amounts, lobbyists, and targets
H.R. 796, to repeal the authority of the Secretary of the Treasury to enter into private debt collection contracts
H.R. 673, Law Enforcement Officers Equity Act
H.R. 1655, Putting our Resources Toward Security (PORTS) Act
H.R. 1722, Telework Improvement Act H.R. 1867, Border Violence Prevention Act of 2009
H.R. 1448, Border Reinforcement and Violence Reduction Act of 2009
H.R. 495, Southwest Border Violence Reduction Act of 2009
H.R. 1517, CBP Overseas Employment Bill
H.R. 264, Save America Comprehensive Immigration Act of 2009
H.R. 235, Social Security Fairness Act of 2009
S. 484, Social Security Fairness Act of 2009
H.R. 626, the Federal Employees Paid Parental Leave Act
S. 354, the Federal Employees Paid Parental Leave Act
H.R. 1507, the Whistleblower Protection Enhancement Act of 2009
S. 372, the Whistleblower Protection Enhancement Act of 2010
S. 707, Telework Act
S. 515, Patent Reform Act
H.R. 3126, the Consumer Financial Protection Agency Act
H.R. 3114, Patent and Trademark fee Bill
S. 1358, Patent and Trademark fee Bill
H.R. 828, FERS Redeposit Act
H.R. 2736, To Ensure Efficient Performance of Agency Functions
S. 924, To Ensure Efficient Performance of Agency Functions
S. 736, Federal Hiring Process
H.R. 2200, TSA Authorization Act
S. 1631, the Customs Facilitation and Trade Enforcement Act of 2009
H.R. 3264, Federal Internship Improvement Act
Comprehensive Hiring Reform
H.R. 4173, Wall Street Reform and Consumer Protection Act
S.2901, Acquisition Workforce Improvement Act
H.R. 4832, One America, Many Voices Act
H.R. 4735, To Require the Federal Government to Fire Workers who have Federal Tax Liabilities
H.R. 4865, the Federal Employees and Uniformed Services Retirement Equity Act
S. 674, Supervisor Training Bill
S. 2789, Roosevelt Scholars Act
H.R. 5136, Department of Defense Authorization Act, FY 2011
S. 806, Federal Executive Board Authorization Act, 2009
H.R. 5590, Counterterrorism Enforcement and DHS Authorization Act of 2010
S. 3243, Anti-Border Corruption Act of 2010
H.R. 3752, Law Enforcement Officers Safety Improvements Act of 2010
S. 1132, Law Enforcement Officers Safety Improvements Act of 2010
S. 3659, SAFE Port Reauthorization Act
H.R. 6134, Federal Employee Furlough Bill
H.R. 4213, Unemployment Compensation Extension Act
H.R. 5136, Department of Defense Authorization Act of 2011
S. 3454, Department of Defense Authorization Act of 2011
H.R. 6175, Federal Life Insurance Transparency Act
H.Res 1640, Rule on H.R. 5297, Small Business Lending Bill
H.R. 4853, Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010
H.R. 5987, Seniors Protection Act of 2010
S. 3985, Emergency Senior Citizens Relief Act of 2010
H.R. 796, Repeal the Authority of the Secretary of Treasury to enter into Private Debt Collection Contracts
H.R. 3251, Federal Accountability Act of 2009
H.R. 6416, Immunity Changes for Work Related Acts
Client expense: $196,136 · Firm income: Not reported
Government targets: Agriculture, Dept of (USDA), Defense, Dept of (DOD), Environmental Protection Agency (EPA), Federal Deposit Insurance Corporation (FDIC), Federal Election Commission (FEC), Food & Drug Administration (FDA), General Services Administration (GSA), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Internal Revenue Service (IRS), Office of Management & Budget (OMB), Office of Personnel Management (OPM), Office of the Comptroller of the Currency (OCC), Patent & Trademark Office (PTO), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, U.S. Customs & Border Protection
Cited source text, amounts, lobbyists, and targets
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
Cited source text, amounts, lobbyists, and targets
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
Cited source text, amounts, lobbyists, and targets
H.R.5987 - Seniors Protection Act of 2010 - Social Security Benefits. H.R.3631- Medicare Premium Fairness Act
S.1507 - Postal Service Health Benefits Funding Reform Act of 2009 H.R.1203, S.491 permits retirees to pay preminums on pretax
basis. H.R.235 and S.484 - Social Security Fairness Act of 2009
Client expense: $47,500 · Firm income: Not reported
Cited source text, amounts, lobbyists, and targets
1. Social Security, potential impact from the deliberations of the National Commission on Fiscal Responsibility and Reform
2. H.Res. 1670, Expressing the sense of the House of Representatives with respect to legislation relating to raising the retirement age under title II of the Social Security Act, entire resolution
3. S.Res. 664, Expressing the sense of the Senate in opposition to privatizing Social Security, raising the retirement age, or other similar cuts to benefits under title II of the Social Security Act, entire resolution
4. H.R. 5987, Seniors Protection Act of 2010, entire bill
Client expense: $60,000 · Firm income: Not reported
Cited source text, amounts, lobbyists, and targets
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
Cited source text, amounts, lobbyists, and targets
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
Cited source text, amounts, lobbyists, and targets
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
Cited source text, amounts, lobbyists, and targets
H.R. 4213 - The Tax Extenders Act of 2009/American Workers, State, and Business Relief Act of 2010/American Jobs and Closing Tax Loopholes Act of 2010, provisions related to the tax treatment of private equity;
H.R. 4851 - Continuing Extension Act of 2010, provisions related to the tax treatment of private equity;
H.R. 5297 - Small Business Jobs and Credit Act of 2010, provisions related to the tax treatment of private equity; H.R. 5618 - Restoration of Emergency Unemployment Compensation Act of 2010, provisions related to the tax treatment of private equity;
S. 3793 Job Creation and Tax Cuts Act of 2010, provisions related to the tax treatment of private equity;
H.R. 5982 Small Business Tax Relief Act of 2010 [1099 repeal bill], provisions related to the tax treatment of private equity;
H.R. 5987 Seniors Protection Act of 2010, provisions related to the tax treatment of private equity.
Client expense: $510,000 · Firm income: Not reported