Family and Retirement Health Investment Act of 2011

Flexible spending arrangements (FSA) and health savings accounts (HSA) H.R. 2529/S. 1368 - Restoring Access to Medication Act. Repeals prohibition in Patient Protection and Affordable Care Act (P.L. 111-148, P.L. 111-152) against use of flexible spending arrangement (FSA) and health savings account (HSA) funds on over-the-counter medications; all sections. H.R. 2529 reintroduced as H.R. 5842, then included in House consideration and approval of H.R. 436 - Health Care Cost Reduction Act; Section 3. H.R. 605/S. 312 - Patients' Freedom to Choose Act. Repeals prohibition in Patient Protection and Affordable Care Act (P.L. 111-148, P.L. 111-152) against use of flexible spending arrangement (FSA) and health savings account (HSA) funds on over-the-counter medications; all sections. H.R. 2010/S. 1098 - Family and Retirement Health Investment Act of 2011. Repeals prohibition in Patient Protection and Affordable Care Act (P.L. 111-148, P.L. 111-152) against use of flexible spending arrangement (FSA) and health savings account (HSA) funds on over-the-counter medications; all sections.

Client expense: $170,000 · Firm income: Not reported

Government targets: Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Office of Natl Drug Control Policy (NDCP), SENATE

H.R.369, Health Savings and Affordability Act (Austria) HSA improvements 16. Specific Lobbying Issues (continued): H.R. 436, Health Care Cost Reduction Act (Paulsen) HSA, HRA, FSA provisions, ACA provisions H.R. 450, Restoring Assistance for Families' and Seniors' Health Expenses Act (Reichert) repeal of HSA and FSA restrictions H.R. 524, Restoring Consumer-driven Health Care Act (Quayle) repeal of HSA restrictions H.R. 605, Patients' Freedom to Choose Act (Paulsen) repeal of HSA and FSA restrictions H.R. 1004, Health Flexible Spending Arrangements Improvements Act (Boustany) -- distribution of unused amounts from a Health FSA H.R. 1370, Repeal of ACA Premium Tax (Boustany) H.R. 2010, Family and Retirement Health Investment Act (Paulsen) HSA and FSA improvements H.R. 2529, Restoring Access to Medication Act (Jenkins) use of HSA funds and FSA funds to purchase OTC medications H.R. 5842, Restoring Access to Medication Act (Jenkins) use of HSA, HRA, and FSA funds for over-the-counter medications H.R. 5858, Health Savings Accounts Improvements Act (Herger) HSA provisions H.R. 6005, Long-Term Care and Retirement Security Act (Courtney) tax incentives for purchase of LTC insurance, consumer protections H.R. 6088, Repeal of the Unfair Taxes on Health Care Act (Schweikert) repeal of ACA premium tax and restrictions on HSAs / FSAs H.R. 6137, Helping Save Americans' Health Care Choices Act (Fleming) HSA and FSA provisions H.R. 6162, Ensuring Women's Access to Free-Market Healthcare Act (Cassidy) pregnancy-related coverage by HSA plans S. 312, Patients' Freedom to Choose Act (Hutchison) repeal of HSA and FSA restrictions S. 1098, Family and Retirement Health Investment Act (Hatch) HSA and FSA improvements S. 1368, Restoring Access to Medication Act (Roberts) use of HSA funds and FSA funds to purchase OTC medications S. 1880, Jobs and Premium Protection Act (Barrasso) repeal of health insurance premium tax S. 2237, Small Business Jobs and Tax Relief Act (Reid) amendment to repeal ACA premium tax S. 2516, the FDA Safety and Innovation Act (Harkin) pharmaceutical, medical device issues S. 3187, the FDA Safety and Innovation Act (Harkin) pharmaceutical, medical device issues Regulatory Issues: Annual insurer provider fees; issues concerning the patient-centered outcomes research fee; employer coverage mandate, W-2 reporting requirements, health insurer fee, and other issues relating to health care reform implementation.

Client expense: $2,020,000 · Firm income: Not reported

Government targets: Agency for Healthcare Research & Quality (AHRQ), Centers For Medicare and Medicaid Services (CMS), Executive Office of the President (EOP), Federal Bureau of Investigation (FBI), Federal Trade Commission (FTC), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Medicare Payment Advisory Commission (MedPAC), Office of Management & Budget (OMB), Office of Personnel Management (OPM), Pension & Welfare Benefits Administration, SENATE, Treasury, Dept of, White House Office

Issues related to Health Savings Accounts in the following legislation: S.1098: Family and Retirement Health Investment Act of 2011 and H.R.2010: Family and Retirement Health Investment Act of 2011.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Issues related to Health Savings Accounts in the following legislation: S.1098: Family and Retirement Health Investment Act of 2011 and H.R.2010: Family and Retirement Health Investment Act of 2011.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

See Addendum Implementing Regulations for Public Law 108-173, Medicare Prescription Drug Improvement and Modernization Act of 2003, Title XII, Section 1201, Health Savings Accounts. Implementing Regulations for Public Law 111-148, The Patient Protection and Affordable Care Act of 2010, All Sections, but especially regulations pertaining to the Medical Loss Ratio and Actuarial Value calculations. Implementing Regulations for Public Law 111-517, Dodd-Frank Wall Street Reform and Consumer Protection Act, All Sections, but in particular, implementation of the Federal Insurance Office and the Bureau of Consumer Financial Protection; Credit Insurance; Truth in Lending Disclosures, Debt Protection Products Education of Members of Congress on the workings of the Health Savings Account industry including presentations on the establishment of the account, the coordination of the account with the qualifying insurance policy, and a comparison of HSAs to other health care financing strategies. Comments submitted on membership of the Federal Home Loan Bank, 12 CFR 1263 Optional Federal Regulation of Insurance H.R. 605/S. 312, the Patients Freedom to Choose Act of 2011 H.R. 1112/S.2342, the National Association of Registered Agents and Brokers Reform Act of 2011 H.R. 1206, the Access to Professional Health Insurance Advisors Act of 2011 H.R. 1309, the Flood Insurance Reform Act of 2011 H.R. 2010/S. 1098, the Family and Retirement Health Investment Act of 2011

Client expense: $70,000 · Firm income: Not reported

Government targets: Executive Office of the President (EOP), Federal Deposit Insurance Corporation (FDIC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Housing & Urban Development, Dept of (HUD), SENATE, Treasury, Dept of

See Addendum Implementing Regulation for Public Law 108-173, Medicare Prescription Drug Improvement and Modernization Act of 2003, Title XII, Section 1201, Health Savings Accounts. Implementing Regulation for Public Law 11-148, The Patient Protection and Affordable Care Act of 2010, All Sections, but especially comments on the Medical Loss Ratio and Actuarial Value regulations. Implementing Regulations for Public Law 111-517, Dodd-Frank Wall Street Reform and Consumer Protection Act, All Sections. Education of Members of Congress on the workings of the Health Savings Account industry including presentations on the establishment of the account, the coordination of the account with the qualifying insurance policy, and a comparison of HSAs to other health care financing strategies. Optional Federal Regulation of Insurance H.R. 605/S. 312, the Patients Freedom to Choose Act of 2011 H.R. 1112/S.2342, the National Association of Registered Agents and Brokers Reform Act of 2011 H.R. 1206, the Access to Professional Health Insurance Advisors Act of 2011 H.R. 1309, the Flood Insurance Reform Act of 2011 H.R. 2010/S. 1098, the Family and Retirement Health Investment Act of 2011

Client expense: $70,000 · Firm income: Not reported

Government targets: Executive Office of the President (EOP), Federal Deposit Insurance Corporation (FDIC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Housing & Urban Development, Dept of (HUD), SENATE, Treasury, Dept of

H.R. 397: Reform Americans Can Afford Act of 2011 High cost plan tax, employer provisions. H.R. 436: Health Care Cost Reduction Act of 2012 Repeal $2500 FSA limit. H.R. 605: Patients' Freedom to Choose Act (Sec. 1-3, repeal restrictions on Health Savings Accounts, Medicare Set Asides and Health Flexible Spending Arrangements enacted in Affordable Care Act.) H.R. 2010, S. 1098: Family and Retirement Health Investment Act of 2011 (Title 1, to repeal limits/caps on tax preferred health accounts.) S. 244: State Health Care Choice Act To prevent Employee Retirement Income Security Act (ERISA) from being waived. S. 248: Empowering States to Innovate Act To prevent Employee Retirement Income Security Act (ERISA) from being waived. S. 312: Patients' Freedom to Choose Act Sec. 1-3, repeal restrictions on Health Savings Accounts, Medicare Set Asides and Health Flexible Spending Arrangements enacted in Affordable Care Act.

Client expense: $590,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 2, Repealing the Job-Killing Health Care Law Act H.R. 4, Small Business Paperwork Mandate Elimination Act of 2011 H.R. 5, Protecting Access to Healthcare Act H.R. 436, Health Care Cost Reduction Act of 2012 H.R. 450, Restoring Assistance for Families and Seniors Health Expenses Act of 2011 H.R. 452, Medicare Decisions Accountability Act of 2011 H.R. 605 / S. 312, Patients Freedom Choose Act H.R. 1051, Medicare Beneficiary Freedom to Choose Act of 2011 H.R. 1173, Fiscal Responsibility and Retirement Security Act of 2011 H.R. 1370, To repeal the annual fee on health insurance providers enacted by the Patient Protection and Affordable Care Act. H.R. 1509, Medicare Identity Theft Prevention Act of 2011 H.R. 1744 / S. 20, American Job Protection Act H.R. 1845 / S. 960, Medicare IVIG Access Act H.R. 2010, Family and Retirement Health Investment Act of 2011 H.R. 2077, MLR Repeal Act of 2011 H.R. 2529 / S.1368, Restoring Access to Medication Act H.R. 2590, Seniors Protection Act of 2011 H.R. 2676, Small Business Health Relief Act of 2011 H.R. 3682, Patient Centered Healthcare Savings Act of 2011 H.R. 4095 / S. 2002, Online Pharmacy Safety Act H.R. 4626, Health Insurance Fair Competition Act H.R. 5141/S. 3578, Small Business Paperwork Mandate Elimination Act H.R. 5651, Food and Drug Administration Reform Act of 2012 H.R. 5842, Restoring Access to Medication Act of 2012 H.R. 5853, Fiscal Responsibility and Retirement Security Act H.R. 5906, To amend the Internal Revenue Code of 1986 to repeal the excise tax on medical devices H.R. 6048, Healthcare Tax Relief and Mandate Repeal Act S. 17, Medical Device Access and Innovation Protection Act S. 312, Patients Freedom to Choose Act S. 510, FDA Food Safety Modernization Act, including provisions relating to 1099 reporting amendments S. 668, Health Care Bureaucrats Elimination Act S. 720, Repeal the CLASS Entitlement Act S. 848, Consumer Information Enhancement Act of 2011 S. 1049, Small Business Health Relief Act of 2011 S. 1098, Family and Retirement Health Investment Act of 2011 S. 1880, Jobs and Premium Protection Act S. 2068, Access to Independent Health Insurance Advisors Act of 2012 S. 3187, Food and Drug Administration Safety and Innovation Act S. 3501, American Job Protection Act S. 3673, Patients Freedom Choice Act Notice of Proposed Rulemaking and Notice of Public Hearing Regarding Fees on Health Insurance Policies and Self-Insured Plans for the Patient-Centered Outcomes Research Trust Fund (77 Fed. Reg. 22691-22706, Apr. 17, 2012) Notice and Request for Comments on Minimum Value of an Employer-Sponsored Plan (Notice 2012-31, Apr. 26, 2012) Request for Information Regarding Stop Loss Coverage (77 Fed. Reg. 25788-25790, May 1, 2012) Notice and Request for Comments on Reporting of Health Insurance Coverage (Notice 2012-32, May 14, 2012) Notice and Request for Comments on Reporting by Applicable Large Employers on Health Insurance Coverage Under Employer-Sponsored Plans (Notice 2012-33, May 14, 2012) Final Regulations on Health Insurance Premium Tax Credit (77 Fed. Reg. 30377-30400, May 23, 2012 (to be codified at 26 C.F.R. pts 1 and 602)) Notice and Request for Comments on Health Flexible Spending Arrangements (Notice 2012-40, May 30, 2012) Notice and Request for Comments on the Guidance on 90-Day Waiting Period Limitation (DOL Technical Release 2012-02, Aug. 31, 2012) Notice and Request for Comments on Determining Full-Time Employees For Purposes of Shared Responsibility for Employers Regarding Health Coverage (Notice 2012-58, Aug. 31, 2012) Proposed Regulation on the Patient Protection and Affordable Care Act; Standards Related to Essential Health Benefits, Actuarial Value, and Accreditation (77 Fed. Reg. 70,644-70,676, November 26, 2012 (to be codified at 45 CFR pts 147, 155, and 156)) Proposed Rule on the Health Insurance Market Rules; Rate Review (77 Fed. Reg. 70,584-70,617, November 26, 2012 (to be codified at 45 CFR pts 144, 147, and 150)) Proposed Rule on the HHS Notice of Benefit and Payment Parameters for 2014 (77 Fed. Reg. 73,118-73,218, December 7, 2012 (to be codified at 45 CFR pts 153, 155, 156, 157 and 158)) Various issues relating to the implementation of the Patient Protection and Affordable Care Act (P.L. 111-148), including implementation of regulatory process, legislative corrections, coverage, financing, delivery reform, 1099 reporting, Grandfathering, HSA and FSA changes, CMS claims database, IPAB, CLASS program, employer mandate, medical loss ratio, medical malpractice reform, exchanges, and flexible spending accounts and health savings accounts; regulatory process and legislative corrections to Health Care and Education Affordability Reconciliation Act of 2010 (P.L. 111-152), including ERISA preemption and the impact on small business

Client expense: $29,510,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Defense, Dept of (DOD), Education, Dept of, Energy, Dept of, Environmental Protection Agency (EPA), Equal Employment Opportunity Commission (EEOC), Executive Office of the President (EOP), Federal Deposit Insurance Corporation (FDIC), Federal Highway Administration (FHA), Federal Reserve System, Federal Trade Commission (FTC), Federal Transit Administration (FTA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Interior, Dept of (DOI), Justice, Dept of (DOJ), Labor, Dept of (DOL), Maritime Administration (MARAD), Natl Economic Council (NEC), Natl Institute of Standards & Technology (NIST), Natl Labor Relations Board (NLRB), Natl Security Council (NSC), Office of Management & Budget (OMB), Patent & Trademark Office (PTO), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Small Business Administration (SBA), State, Dept of (DOS), Transportation Security Administration (TSA), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Copyright Office, U.S. Customs & Border Protection, U.S. Trade Representative (USTR), White House Office

Implementation of H.R.3590 - The Patient Protection and Affordable Care Act. TITLE X, Sec. 10104. (3) Treatment of Qualified Direct Primary Care Medical Home Plans. Title IIIImproving the Quality and Efficiency of Health Care; S.1098, H.R. 2010, the Family and Retirement Health Investment Act of 2011, Sec. 123. H.R. 3315 to establish a pilot program providing for monthly fee-based payments for direct primary care medical homes for Medicare-Medicaid dual eligibles and other Medicare beneficiaries.

Client expense: Not reported · Firm income: Not reported

Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE, Transportation Security Administration (TSA)

H.R.2010/S.1098, Family and Retirement Health Investment Act of 2011, Dietary supplement issues.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Various issues related to the Patient Protection and Affordable Care Act (P.L. 111-148) and Health Care and Education Reconciliation Act of 2010 (P.L. 111-152); H.R. 1744/S. 20 employer mandate repeal; H.R. 1063/S. 1718 Medicare Secondary Payer reform; H.R. 2206 auto enrollment repeal; consumer directed health products; H.R. 436; H.R. 5842; H.R. 2529; H.R. 1004; H.R. 5858; H.R. 2010; S. 1098; S. 1368; H.R. 605; S. 312; H.R. 450

Client expense: $1,010,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Consumer Product Safety Commission (CPSC), Equal Employment Opportunity Commission (EEOC), Federal Reserve System, Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Labor Relations Board (NLRB), Office of Management & Budget (OMB), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Customs & Border Protection, U.S. International Trade Commission (ITC), U.S. Trade Representative (USTR), White House Office

HR 2: Repealing the Job Killing Health Care Law Act; HR 5: Protecting Access to Healthcare Act; HR 369: Health Savings and Affordability Act of 2011; HR 436: Protect Medical Innovation Act of 2011; HR 605: Patients Freedom to Choose Act; HR 1206: Access to Professional Health Insurance Advisors Act; HR 1580: Medicare Beneficary Preservation of Choice Act of 2011; HR 1744: American Job Protection Act; HR 2010: Family and Retirement Health Investment Act of 2011; HR 2077: MLR Repeal Act of 2011; HR 3239: SAFE Medicate Patient Act; HR 3586: The Good Samaritan Medical Professionals Act; S 20: American Job Protection Act; S 312: Patient Freedom to Choose Act; S 720: Repeal the CLASS Entilement Act; S 2068: Access to Independent Health Insurance Advisors Act; S 2288 Access to Independent Health Insurance Advisors Act.

Client expense: $330,000 · Firm income: Not reported

Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), SENATE, Treasury, Dept of, White House Office

H.R. 605, Patients' Freedom to Choose Act S. 312, Patients' Freedom to Choose Act H.R. 450, Restoring Assistance for Families and Seniors Health Expenses Act of 2011 H.R. 2529, Restoring Access to Medication Act S. 1098, Family and Retirement Health Investment Act of 2011 S. 1368, Restoring Access to Medication Act H.R. 2010, Family and Retirement Health Investment Act of 2011

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

Government targets: Centers For Medicare and Medicaid Services (CMS), Defense, Dept of (DOD), Drug Enforcement Administration (DEA), Federal Reserve System, Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Justice, Dept of (DOJ), SENATE

S. 261-Legislation that would transition federal and postal employees who are collecting workers' comp into retirement at retirement age S. 644-legislation that would eliminate the FERS pension aspect for any new employee hired after 2013 HR 1332-repeals the WEP/GPO provision for postal retirees and spousal survivor benefits who are affected HR 2010-repeals the WEP/GPO provision for postal retirees and spousal survivor benfits who are affected

Client expense: $125,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Health Care Reform regulatory implementation and compliance issues from the Patient Protection and Affordable Care Act (PPACA) Public Law No: 111-148 & the Health Care and Education Reconciliation Act of 2010 (HCERA) Public Law No: 111-152 Health Flexible Spending Arrangements Improvements Act of 2012 H.R. 1004 Medicare Beneficiary Freedom to Choose Act of 2011 H.R. 1051 Preserving our Hometown Independent Pharmacies Act of 2011 H.R. 1946 Family and Retirement Health Investment Act of 2011 H.R. 2010 Tax Parity for Health Plan Beneficiaries Act of 2011 H.R. 2088/S. 1171 Restoring Access to Medication Act of 2012 H.R. 2529/5842 Health Savings Accounts Improvements Act of 2012 H.R. 5858 Empowering States to Innovate Act S. 248 Patients Freedom to Choose Act S. 312 Family and Retirement Health Investment Act S. 1098 Other Issues Health care provider compensation Internal Revenue Code Section 162 (m) (6) Electronic disclosure, communication by employee benefit plans Consumer directed health care plans HDHPs, HSAs, HRAs FSA Plan Year Limit transition guidance Mental Health Parity Rules

Client expense: $328,952 · Firm income: Not reported

Government targets: Centers For Medicare and Medicaid Services (CMS), Commodity Futures Trading Commission (CFTC), Equal Employment Opportunity Commission (EEOC), Federal Accounting Standards Advisory Board (FASAB), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Office of Management & Budget (OMB), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office

H.R. 605/S. 312 To amend the Patient Protection and Affordable Care Act to repeal provisions that change the treatment of over-the-counter medicines purchased with a Flexible Spending Account debit card. S. 1098/H.R. 2010 To amend the Patient Protection and Affordable Care Act to repeal provisions that change the treatment of over-the-counter medicines purchased with a Flexible Spending Account debit card S. 1368/ H.R. 2529 - Restoring Access to Medication Act H.R. 5842 Restoring Access to Medication Act Patient Protection and Affordable Care Act (P.L. 111148) - Sections 1201, 1301, 1302, 1303, 1304, 1311, 1401, 1411, 1412, 1414, 1502, 1512, 1513, 1514, 4205 Section 4980H H.R. 6174 / S. 3574 - Common Sense Nutrition Disclosure Act of 2012 H.R. 1744 - American Job Protection Act H.R. 2206 - Auto Enroll Repeal Act H.R. 1845 - Medicare IVIG Access and Strengthening Medicare and Repaying Taxpayers Act of 2012 (SMART Act)

Client expense: $160,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Executive Office of the President (EOP), Federal Reserve System, Federal Trade Commission (FTC), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, Small Business Administration (SBA), Treasury, Dept of, White House Office

HR 2010 - To amend the Internal Revenue Code of 1986 to improve access to health care through expanded health savings accounts, and for other purposes. Sec 122. S 1098 - To amend the Internal Revenue Code of 1986 to improve access to health care through expanded health savings accounts, and for other purposes. Sec. 122.

Client expense: Not reported · Firm income: $50,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Flexible spending arrangements (FSA) and health savings accounts (HSA) H.R. 2529/S. 1368 - Restoring Access to Medication Act. Repeals prohibition in Patient Protection and Affordable Care Act (P.L. 111-148, P.L. 111-152) against use of flexible spending arrangement (FSA) and health savings account (HSA) funds on over-the-counter medications; all sections. H.R. 2529 reintroduced as H.R. 5842, then included in House consideration and approval of H.R. 436 - Health Care Cost Reduction Act; Section 3. H.R. 605/S. 312 - Patients' Freedom to Choose Act. Repeals prohibition in Patient Protection and Affordable Care Act (P.L. 111-148, P.L. 111-152) against use of flexible spending arrangement (FSA) and health savings account (HSA) funds on over-the-counter medications; all sections. H.R. 2010/S. 1098 - Family and Retirement Health Investment Act of 2011. Repeals prohibition in Patient Protection and Affordable Care Act (P.L. 111-148, P.L. 111-152) against use of flexible spending arrangement (FSA) and health savings account (HSA) funds on over-the-counter medications; all sections.

Client expense: $150,000 · Firm income: Not reported

Government targets: Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Office of Natl Drug Control Policy (NDCP), SENATE

S. 968 - Preventing Real Online Threats to Economic Creativity and Theft of Intellectual Property Act Potential FDA reauthorization, health, and fitness legislation H.R. 369 - Health Savings and Affordability Act S.174 - Healthy Lifestyles and Prevention America Act H.R. 2010 - Family and Retirement Health Investment Act H.R. 2649 - Personal Health Investment Today Act S. 2243 - Medicare Better Health Rewards Program

Client expense: Not reported · Firm income: $10,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Tax legislation that would reduce the tax treatment of charitable contributions. No specific legislation introduced. S. 1098/H.R. 2010, the Family Retirement and Health Investment Act, increasing limits of and making improvements to Health Savings Accounts. H.R. 605, Patients' Freedom to Choose Act, restoring recently enacted limitations to Health Savings Accounts and flexible spending plans.

Client expense: Not reported · Firm income: $24,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S. 1098/H.R. 2010, the Family Retirement and Health Investment Act, increasing limits of and making improvements to Health Savings Accounts, and allowing for dietary supplements to be included as qualified medical costs.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

FDA reform and legislation related to dietary supplements. S. 216, Food Safety Accountability Act of 2011, to increase criminal penalties for certain knowing and intentional violations relating to food that is misbranded or adulterated. Monitor development of regulations by the FDA that overly restrict the dietary supplement industry. Support language in Agriculture Appropriations Act (H.R. 5973) to restrict scope of FDA regulations concerning dietary supplements. H.R. 1364, Free Speech About Science Act of 2011. Legislation to allow growers of healthy foods and manufacturers of dietary supplements to cite legitimate scientific studies on the health benefits of these products without having them classified as unapproved new drugs. S. 1098/H.R. 2010, the Family Retirement and Health Investment Act, increasing limits of and making improvements to Health Savings Accounts, and allowing for dietary supplements to be included as qualified medical costs. Monitor development of regulations by the FDA that overly restrict the dietary supplement industry. No specific legislation yet. Oppose legislation to amend the Controlled Substances Act to prevent the alleged abuse of dehydroepiandrosterone. FDA authority and regulation of dietary supplements, specifically with regards to a current DOD initiative/review of products containing DMAA. No legislation is applicable or expected. H.R. 6584, Verifying Authority and Legality In Drug Compounding Act of 2012. H.R. 6638, S.A.F.E. Compounded Drugs Act of 2012.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Issues related to Health Savings Accounts in the following legislation: S.1098: Family and Retirement Health Investment Act of 2011 and H.R.2010: Family and Retirement Health Investment Act of 2011.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Issues related to Health Savings Accounts in the following legislation: S.1098: Family and Retirement Health Investment Act of 2011 and H.R.2010: Family and Retirement Health Investment Act of 2011.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

See Addendum Implementing Regulations for Public Law 108-173, Medicare Prescription Drug Improvement and Modernization Act of 2003, Title XII, Section 1201, Health Savings Accounts. Implementing Regulations for Public Law 111-148, The Patient Protection and Affordable Care Act of 2010, All Sections, but especially regulations pertaining to the Medical Loss Ratio and Actuarial Value calculations. Implementing Regulations for Public Law 111-517, Dodd-Frank Wall Street Reform and Consumer Protection Act, All Sections, but in particular, implementation of the Federal Insurance Office and the Bureau of Consumer Financial Protection; Credit Insurance; Truth in Lending Disclosures, Debt Protection Products Education of Members of Congress on the workings of the Health Savings Account industry including presentations on the establishment of the account, the coordination of the account with the qualifying insurance policy, and a comparison of HSAs to other health care financing strategies. Comments submitted on membership of the Federal Home Loan Bank, 12 CFR 1263 Optional Federal Regulation of Insurance H.R. 605/S. 312, the Patients Freedom to Choose Act of 2011 H.R. 1112/S.2342, the National Association of Registered Agents and Brokers Reform Act of 2011 H.R. 1206, the Access to Professional Health Insurance Advisors Act of 2011 H.R. 1309, the Flood Insurance Reform Act of 2011 H.R. 2010/S. 1098, the Family and Retirement Health Investment Act of 2011

Client expense: $60,000 · Firm income: Not reported

Government targets: Executive Office of the President (EOP), Federal Deposit Insurance Corporation (FDIC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Housing & Urban Development, Dept of (HUD), SENATE, Treasury, Dept of

See Addendum Implementing Regulation for Public Law 108-173, Medicare Prescription Drug Improvement and Modernization Act of 2003, Title XII, Section 1201, Health Savings Accounts. Implementing Regulation for Public Law 11-148, The Patient Protection and Affordable Care Act of 2010, All Sections, but especially comments on the Medical Loss Ratio and Actuarial Value regulations. Implementing Regulations for Public Law 111-517, Dodd-Frank Wall Street Reform and Consumer Protection Act, All Sections. Education of Members of Congress on the workings of the Health Savings Account industry including presentations on the establishment of the account, the coordination of the account with the qualifying insurance policy, and a comparison of HSAs to other health care financing strategies. Optional Federal Regulation of Insurance H.R. 605/S. 312, the Patients Freedom to Choose Act of 2011 H.R. 1112/S.2342, the National Association of Registered Agents and Brokers Reform Act of 2011 H.R. 1206, the Access to Professional Health Insurance Advisors Act of 2011 H.R. 1309, the Flood Insurance Reform Act of 2011 H.R. 2010/S. 1098, the Family and Retirement Health Investment Act of 2011

Client expense: $60,000 · Firm income: Not reported

Government targets: Executive Office of the President (EOP), Federal Deposit Insurance Corporation (FDIC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Housing & Urban Development, Dept of (HUD), SENATE, Treasury, Dept of

See Addendum Implementing Regulations for Public Law 108-173, Medicare Prescription Drug Improvement and Modernization Act of 2003, Title XII, Section 1201, Health Savings Accounts. Implementing Regulations for Public Law 111-148, The Patient Protection and Affordable Care Act of 2010, All Sections, but especially regulations pertaining to the Medical Loss Ratio and Actuarial Value calculations. Implementing Regulations for Public Law 111-517, Dodd-Frank Wall Street Reform and Consumer Protection Act, All Sections, but in particular, implementation of the Federal Insurance Office and the Bureau of Consumer Financial Protection; Credit Insurance; Truth in Lending Disclosures, Debt Protection Products Education of Members of Congress on the workings of the Health Savings Account industry including presentations on the establishment of the account, the coordination of the account with the qualifying insurance policy, and a comparison of HSAs to other health care financing strategies. Comments submitted on membership of the Federal Home Loan Bank, 12 CFR 1263 Optional Federal Regulation of Insurance H.R. 605/S. 312, the Patients Freedom to Choose Act of 2011 H.R. 1112/S.2342, the National Association of Registered Agents and Brokers Reform Act of 2011 H.R. 1206, the Access to Professional Health Insurance Advisors Act of 2011 H.R. 1309, the Flood Insurance Reform Act of 2011 H.R. 2010/S. 1098, the Family and Retirement Health Investment Act of 2011

Client expense: $60,000 · Firm income: Not reported

Government targets: Executive Office of the President (EOP), Federal Deposit Insurance Corporation (FDIC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Housing & Urban Development, Dept of (HUD), SENATE, Treasury, Dept of

See Addendum Implementing Regulation for Public Law 108-173, Medicare Prescription Drug Improvement and Modernization Act of 2003, Title XII, Section 1201, Health Savings Accounts. Implementing Regulation for Public Law 11-148, The Patient Protection and Affordable Care Act of 2010, All Sections, but especially comments on the Medical Loss Ratio and Actuarial Value regulations. Implementing Regulations for Public Law 111-517, Dodd-Frank Wall Street Reform and Consumer Protection Act, All Sections. Education of Members of Congress on the workings of the Health Savings Account industry including presentations on the establishment of the account, the coordination of the account with the qualifying insurance policy, and a comparison of HSAs to other health care financing strategies. Optional Federal Regulation of Insurance H.R. 605/S. 312, the Patients Freedom to Choose Act of 2011 H.R. 1112/S.2342, the National Association of Registered Agents and Brokers Reform Act of 2011 H.R. 1206, the Access to Professional Health Insurance Advisors Act of 2011 H.R. 1309, the Flood Insurance Reform Act of 2011 H.R. 2010/S. 1098, the Family and Retirement Health Investment Act of 2011

Client expense: $60,000 · Firm income: Not reported

Government targets: Executive Office of the President (EOP), Federal Deposit Insurance Corporation (FDIC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Housing & Urban Development, Dept of (HUD), SENATE, Treasury, Dept of

Flexible spending arrangements (FSA) and health savings accounts (HSA) H.R. 2529/S. 1368 - Restoring Access to Medication Act. Repeals prohibition in Patient Protection and Affordable Care Act (P.L. 111-148, P.L. 111-152) against use of flexible spending arrangement (FSA) and health savings account (HSA) funds on over-the-counter medications; all sections. H.R. 2529 reintroduced as H.R. 5842, then included in House consideration and approval of H.R. 436 - Health Care Cost Reduction Act; Section 3. H.R. 605/S. 312 - Patients' Freedom to Choose Act. Repeals prohibition in Patient Protection and Affordable Care Act (P.L. 111-148, P.L. 111-152) against use of flexible spending arrangement (FSA) and health savings account (HSA) funds on over-the-counter medications; all sections. H.R. 2010/S. 1098 - Family and Retirement Health Investment Act of 2011. Repeals prohibition in Patient Protection and Affordable Care Act (P.L. 111-148, P.L. 111-152) against use of flexible spending arrangement (FSA) and health savings account (HSA) funds on over-the-counter medications; all sections.

Client expense: $204,598 · Firm income: Not reported

Government targets: Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Office of Natl Drug Control Policy (NDCP), SENATE

H.R.369, Health Savings and Affordability Act (Austria) - HSA improvements. H.R. 436, Health Care Cost Reduction Act (Paulsen) - HSA, HRA, FSA provisions, ACA provisions. H.R. 450, Restoring Assistance for Families' and Seniors' Health Expenses Act (Reichert) - repeal of HSA and FSA restrictions. H.R. 524, Restoring Consumer-driven Health Care Act (Quayle) - repeal of HSA restrictions. H.R. 605, Patients' Freedom to Choose Act (Paulsen) - repeal of HSA and FSA restrictions. H.R. 1004, Health Flexible Spending Arrangements Improvements Act (Boustany) -- distribution of unused amounts from a Health FSA. H.R. 1370, Repeal of ACA Premium Tax (Boustany). H.R. 2010, Family and Retirement Health Investment Act (Paulsen) - HSA and FSA improvements. H.R. 2529, Restoring Access to Medication Act (Jenkins) - use of HSA funds and FSA funds to purchase OTC medications. H.R. 5842, Restoring Access to Medication Act (Jenkins) - use of HSA, HRA, and FSA funds for over-the-counter medications. H.R. 5858, Health Savings Accounts Improvements Act (Herger) - HSA provisions. H.R. 6005, Long-Term Care and Retirement Security Act (Courtney) - tax incentives for purchase of LTC insurance, consumer protections. H.R. 6088, Repeal of the Unfair Taxes on Health Care Act (Schweikert) - repeal of ACA premium tax and restrictions on HSAs / FSAs. H.R. 6137, Helping Save Americans' Health Care Choices Act (Fleming) - HSA and FSA provisions. H.R. 6162, Ensuring Women's Access to Free-Market Healthcare Act (Cassidy) - pregnancy-related coverage by HSA plans. S. 312, Patients' Freedom to Choose Act (Hutchison) - repeal of HSA and FSA restrictions. S. 1098, Family and Retirement Health Investment Act (Hatch) - HSA and FSA improvements. S. 1368, Restoring Access to Medication Act (Roberts) - use of HSA funds and FSA funds to purchase OTC medications. S. 1880, Jobs and Premium Protection Act (Barrasso) - repeal of health insurance premium tax. S. 2237, Small Business Jobs and Tax Relief Act (Reid) - amendment to repeal ACA premium tax. S. 2516, the FDA Safety and Innovation Act (Harkin) - pharmaceutical, medical device issues. S. 3187, the FDA Safety and Innovation Act (Harkin) - pharmaceutical, medical device issues.

Client expense: Not reported · Firm income: $60,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

HR 2: Repealing the Job Killing Health Care Law Act; HR 5: Protecting Access to Healthcare Act; HR 369: Health Savings and Affordability Act of 2011; HR 436: Protect Medical Innovation Act of 2011; HR 605: Patients Freedom to Choose Act; HR 1206: Access to Professional Health Insurance Advisors Act; HR 1580: Medicare Beneficary preservation of Choice Act of 2011; HR 1744: American Job Protection Act; HR 2010: Family and Retirement Health Investment Act of 2011; HR 2077: MLR Repeal Act of 2011; HR 3239: SAFE Medicate Patient Act; HR 3586: The Good Samaritan Medical Professionals Act; S 20: American Job Protection Act; S 312: Patients Freedom to Choose Act; S 720: Repeal the CLASS Entitlement Act; S 2068: Access to Independent Health Insurance Advisors Act; S 2288: Access to Independent Health Insurance Advisors Act.

Client expense: $330,000 · Firm income: Not reported

Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), SENATE, Treasury, Dept of, White House Office

H.R. 2, Repealing the Job-Killing Health Care Law Act H.R. 4, Small Business Paperwork Mandate Elimination Act of 2011 H.R. 5, Protecting Access to Healthcare Act H.R. 436, Health Care Cost Reduction Act of 2012 H.R. 450, Restoring Assistance for Families and Seniors Health Expenses Act of 2011 H.R. 452, Medicare Decisions Accountability Act of 2011 H.R. 605 / S. 312, Patients Freedom to Choose Act H.R. 1051, Medicare Beneficiary Freedom to Choose Act of 2011 H.R. 1173, Fiscal Responsibility and Retirement Security Act of 2011 H.R. 1370, To repeal the annual fee on health insurance providers enacted by the Patient Protection and Affordable Care Act H.R. 1744 / S. 20, American Job Protection Act H.R. 2010, Family and Retirement Health Investment Act of 2011 H.R. 2077, MLR Repeal Act of 2011 H.R. 2112, Agriculture, Rural Development, Food and Drug Administration, and Related Agencies Appropriations Act, Vitter Amendment (#769 - prescription drug reimportation) H.R. 2529, Restoring Access to Medication Act H.R. 2590, Seniors Protection Act of 2011 H.R. 2676, Small Business Health Relief Act of 2011 H.R. 3487, Job Creation Act of 2011 H.R. 3682, Patient Centered Healthcare Savings Act of 2011 H.R. 4095 / S. 2002, Online Pharmacy Safety Act H.R. 4626, Health Insurance Fair Competition Act H.R. 5141/S. 3578, Small Business Paperwork Mandate Elimination Act H.R. 5651, Food and Drug Administration Reform Act of 2012 H.R. 5842, Restoring Access to Medication Act of 2012 H.R. 5853, Fiscal Responsibility and Retirement Security Act H.R. 6048, Healthcare Tax Relief and Mandate Repeal Act H.R. 6079, Repeal of Obamacare Act S. 17, Medical Device Access and Innovation Protection Act S. 20, American Job Protection Act S. 223, FAA Air Transportation Modernization and Safety Improvement Act, including the Amendment offered by Senator McConnell to repeal P.L. 111-148, the Patient Protection and Affordable Care Act and an Amendment offered by Senator Stabenow which would repeal Section 9006 of the Patient Protection and Affordable Care Act S. 493, SBIR/STTR Reauthorization Act of 2011, including an Amendment offered by Senator Johanns which would fully repeal Section 9006 of the Patient Protection and Affordable Care Act and Amendment Number 197 offered by Senator Hutchison S. 510, FDA Food Safety Modernization Act, issues related to 1099 reporting amendments S. 668, Health Care Bureaucrats Elimination Act S. 720, Repeal the CLASS Entitlement Act S. 848, Consumer Information Enhancement Act of 2011 S. 1049, Small Business Health Relief Act of 2011 S. 1098, Family and Retirement Health Investment Act of 2011 S. 1368, Restoring Access to Medication Act S. 1880, Jobs and Premium Protection Act S. 2068, Access to Independent Health Insurance Advisors Act of 2012 S. 3187, Food and Drug Administration Safety and Innovation Act S. 3501, American Job Protection Act S. 3673, Patients Freedom Choice Act Filed comments and met with relevant agencies on regulations implementing health care reform (P.L. 111-148 and P.L. 111-152) Notice of Proposed Rulemaking and Notice of Public Hearing Regarding Fees on Health Insurance Policies and Self-Insured Plans for the Patient-Centered Outcomes Research Trust Fund (77 Fed. Reg. 22691-22706, Apr. 17, 2012) Notice and Request for Comments on Minimum Value of an Employer-Sponsored Plan (Notice 2012-31, Apr. 26, 2012) Request for Information Regarding Stop Loss Coverage (77 Fed. Reg. 25788-25790, May 1, 2012) Notice and Request for Comments on Reporting of Health Insurance Coverage (Notice 2012-32, May 14, 2012) Notice and Request for Comments on Reporting by Applicable Large Employers on Health Insurance Coverage Under Employer-Sponsored Plans (Notice 2012-33, May 14, 2012) Final Regulations on Health Insurance Premium Tax Credit (77 Fed. Reg. 30377-30400, May 23, 2012 (to be codified at 26 C.F.R. pts 1 and 602)) Notice and Request for Comments on Health Flexible Spending Arrangements (Notice 2012-40, May 30, 2012) Notice and Request for Comments on the Guidance on 90-Day Waiting Period Limitation (DOL Technical Release 2012-02, Aug. 31, 2012) Notice and Request for Comments on Determining Full-Time Employees For Purposes of Shared Responsibility for Employers Regarding Health Coverage (Notice 2012-58, Aug. 31, 2012) Various issues relating to the implementation of the Patient Protection and Affordable Care Act (P.L. 111-148), including implementation of regulatory process, legislative corrections, coverage, financing, delivery reform, 1099 reporting, grandfathering, CMS claims database, IPAB, CLASS program, employer mandate, medical loss ratio, mandated insurance requirements, medical malpractice reform, exchanges, Medicare reform, regulatory reform, essential health benefits package, health insurance tax, medical device tax, flexible spending accounts and health savings accounts, cost impact analyses, lack of quantified benefit analysis, and the need for empirical data sources on which to base cost and benefits; regulatory process and legislative corrections to Health Care and Education Affordability Reconciliation Act of 2010 (P.L. 111-152), including ERISA preemption and the impact on small business

Client expense: $31,650,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Defense, Dept of (DOD), Education, Dept of, Energy, Dept of, Equal Employment Opportunity Commission (EEOC), Executive Office of the President (EOP), Federal Highway Administration (FHA), Federal Reserve System, Federal Trade Commission (FTC), Federal Transit Administration (FTA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Interior, Dept of (DOI), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Maritime Administration (MARAD), Natl Economic Council (NEC), Natl Institute of Standards & Technology (NIST), Natl Labor Relations Board (NLRB), Natl Security Council (NSC), Office of Management & Budget (OMB), Office of the Vice President of the United States, Patent & Trademark Office (PTO), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Small Business Administration (SBA), State, Dept of (DOS), Transportation Security Administration (TSA), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Copyright Office, U.S. Customs & Border Protection, U.S. Trade Representative (USTR), White House Office

Various issues related to the Patient Protection and Affordable Care Act (P.L. 111-148) and Health Care and Education Reconciliation Act of 2010 (P.L. 111-152); H.R. 1744/S. 20 employer mandate repeal; H.R. 1063/S. 1718 Medicare Secondary Payer reform; H.R. 2206 auto enrollment repeal; consumer directed health products; H.R. 436; H.R. 5842; H.R. 2529; H.R. 1004; H.R. 5858; H.R. 2010; S. 1098; S. 1368; H.R. 605; S. 312; H.R. 450.

Client expense: $1,080,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Consumer Product Safety Commission (CPSC), Equal Employment Opportunity Commission (EEOC), Federal Reserve System, Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Labor Relations Board (NLRB), Office of Management & Budget (OMB), Office of Thrift Supervision (OTS), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Customs & Border Protection, U.S. Trade Representative (USTR), White House Office

Implementation of H.R.3590 - The Patient Protection and Affordable Care Act. TITLE X, Sec. 10104. (3) Treatment of Qualified Direct Primary Care Medical Home Plans. Title IIIImproving the Quality and Efficiency of Health Care; S.1098, H.R. 2010, the Family and Retirement Health Investment Act of 2011, Sec. 123. H.R. 3315 to establish a pilot program providing for monthly fee-based payments for direct primary care medical homes for Medicare-Medicaid dual eligibles and other Medicare beneficiaries.

Client expense: Not reported · Firm income: Not reported

Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE, Transportation Security Administration (TSA)

H.R. 605, Patients' Freedom to Choose Act S. 312, Patients' Freedom to Choose Act H.R. 450, Restoring Assistance for Families and Seniors Health Expenses Act of 2011 H.R. 2529, Restoring Access to Medication Act S. 1098, Family and Retirement Health Investment Act of 2011 S. 1368, Restoring Access to Medication Act H.R. 2010, Family and Retirement Health Investment Act of 2011

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

Government targets: Centers For Medicare and Medicaid Services (CMS), Defense, Dept of (DOD), Drug Enforcement Administration (DEA), Federal Reserve System, Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Justice, Dept of (DOJ), SENATE

H.R.369, Health Savings and Affordability Act (Austria) HSA improvements 16. Specific Lobbying Issues (continued): H.R. 436, Health Care Cost Reduction Act (Paulsen) HSA, HRA, FSA provisions, ACA provisions H.R. 450, Restoring Assistance for Families' and Seniors' Health Expenses Act (Reichert) repeal of HSA and FSA restrictions H.R. 524, Restoring Consumer-driven Health Care Act (Quayle) repeal of HSA restrictions H.R. 605, Patients' Freedom to Choose Act (Paulsen) repeal of HSA and FSA restrictions H.R. 1004, Health Flexible Spending Arrangements Improvements Act (Boustany) -- distribution of unused amounts from a Health FSA H.R. 1370, Repeal of ACA Premium Tax (Boustany) H.R. 2010, Family and Retirement Health Investment Act (Paulsen) HSA and FSA improvements H.R. 2529, Restoring Access to Medication Act (Jenkins) use of HSA funds and FSA funds to purchase OTC medications H.R. 5842, Restoring Access to Medication Act (Jenkins) use of HSA, HRA, and FSA funds for over-the-counter medications H.R. 5858, Health Savings Accounts Improvements Act (Herger) HSA provisions H.R. 6005, Long-Term Care and Retirement Security Act (Courtney) tax incentives for purchase of LTC insurance, consumer protections H.R. 6088, Repeal of the Unfair Taxes on Health Care Act (Schweikert) repeal of ACA premium tax and restrictions on HSAs / FSAs H.R. 6137, Helping Save Americans' Health Care Choices Act (Fleming) HSA and FSA provisions H.R. 6162, Ensuring Women's Access to Free-Market Healthcare Act (Cassidy) pregnancy-related coverage by HSA plans S. 312, Patients' Freedom to Choose Act (Hutchison) repeal of HSA and FSA restrictions S. 1098, Family and Retirement Health Investment Act (Hatch) HSA and FSA improvements S. 1368, Restoring Access to Medication Act (Roberts) use of HSA funds and FSA funds to purchase OTC medications S. 1880, Jobs and Premium Protection Act (Barrasso) repeal of health insurance premium tax S. 2237, Small Business Jobs and Tax Relief Act (Reid) amendment to repeal ACA premium tax S. 2516, the FDA Safety and Innovation Act (Harkin) pharmaceutical, medical device issues S. 3187, the FDA Safety and Innovation Act (Harkin) pharmaceutical, medical device issues Regulatory Issues: Annual insurer provider fees; issues concerning the patient-centered outcomes research fee; employer coverage mandate, W-2 reporting requirements, and other issues relating to health care reform implementation.

Client expense: $2,630,000 · Firm income: Not reported

Government targets: Agency for Healthcare Research & Quality (AHRQ), Centers For Medicare and Medicaid Services (CMS), Executive Office of the President (EOP), Federal Bureau of Investigation (FBI), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Medicare Payment Advisory Commission (MedPAC), Office of Management & Budget (OMB), Office of Personnel Management (OPM), Pension & Welfare Benefits Administration, SENATE, Treasury, Dept of, White House Office

S.1098 and H.R. 2010, Family and Retirement Health Investment Act of 2011, specifically Section 122 expanding the definition of "qualified medical expenses."

Client expense: $110,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Patients Freedom to Choose Act H.R. 605 Health Flexible Spending Arrangements Improvements Act of 2012 H.R. 1004 Medicare Beneficiary Freedom to Choose Act of 2011 H.R. 1051 Preserving our Hometown Independent Pharmacies Act of 2011 H.R. 1946 Family and Retirement Health Investment Act of 2011 H.R. 2010 Tax Parity for Health Plan Beneficiaries Act of 2011 H.R. 2088 Restoring Access to Medication Act of 2012 H.R. 2529/5842 Health Savings Accounts Improvements Act of 2012 H.R. 5858 Health Care Reform regulatory implementation and compliance issues from the Patient Protection and Affordable Care Act (PPACA) Public Law No: 111-148 & the Health Care and Education Reconciliation Act of 2010 (HCERA) Public Law No: 111-152 Senate State Leadership in Health Act S. 73 State Health Care Choice Act S. 244 Empowering States to Innovate Act S. 248 Patients Freedom to Choose Act S. 312 Family and Retirement Health Investment Act S. 1098 Tax Parity for Health Plan Beneficiaries Act of 2011 S. 1171 Restoring Access to Medication Act S. 1368 Health Care Reform regulatory implementation and compliance issues from the Patient Protection and Affordable Care Act (PPACA) Public Law No: 111-148 & the Health Care and Education Reconciliation Act of 2010 (HCERA) Public Law 111-152 Regulatory Proposed Health Information Technology for Economic and Clinical Health (HITECH) Act regulations for HIPAA Accounting of Disclosures Request for Information (RFI) streamlining regulations to reduce regulatory burdens - Improving Regulation and Regulatory Review Executive Order 13563 Semi-Annual Regulatory Agendas HHS, Treasury Guidance for and implementation of the Patient Protection and Affordable Care Act (PPACA) & the Health Care and Education Reconciliation Act of 2010 (HCERA) Frequently Asked Questions (FAQs), employer responsibility provisions (shared responsibility, pay to play), quality improvement efforts, Essential Health Benefits (EHB), W2 informational reporting, Summary of Benefits and Coverage Requirements & uniform glossary requirements, automatic enrollment, waiting periods, medical loss ratios (MLRs), contraceptive coverage, state waivers, state health exchanges, reinsurance assessment, public reporting and accountability related to hospital patient safety measures, Patient-Centered Outcomes Research Institute (PCORI), request for transition relief for health flexible spending arrangements (health FSAs) in non-calendar years, Health Insurance Premium Tax Credit, minimum value of an employer sponsored health plan, health insurance premium tax credit/effect of wellness incentive programs, definition of Full-Time Employee, 90-Day waiting period Medicare and Medicaid Programs; Electronic Health Record Incentive Program Stage 2, Health IT Meaningful Use project Health care provider compensation Internal Revenue Code Section 162 (m) (6) Electronic disclosure, communication by employee benefit plans Consumer directed health care plans HDHPs, HSAs, HRAs FSA Plan Year Limit transition guidance Mental Health Parity Rules

Client expense: $216,050 · Firm income: Not reported

Government targets: Centers For Medicare and Medicaid Services (CMS), Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Office of Management & Budget (OMB), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office

H.R. 619: Surface Transportation Savings Act of 2011 Pension Stabilization Provisions Provision to prevent the requirement of a deficit reduction contribution by our pension plan. H.R. 662: Surface Transportation Extension Act of 2011 Pension Stabilization Provisions H.R. 1534 : SAVE Act of 2011 (Sec. 13 and 14) (Multiple small employer plans; treatment of multiple 401k plans.) H.R. 2010, S. 1098: Family and Retirement Health Investment Act of 2011 (Title 1, to repeal limits/caps on tax preferred health accounts.) H.R. 2656: Pension Technical Modifications Act whole bill (Protecting RS Plan from increased cost.) H.R. 3561 : Small Business Pension Promotion Act of 2011 (sec. 7) Definition of Normal Retirement Age. H.R. 4239, 4276, 4281: Surface Transportation Extension Act of 2012 Pension Stabilization Provisions H.R. 4348: MAP-21 (The Surface Transportation Act of 2012) Pension Stabilization Provisions (Senate Highway Bill, Section 40312 on Pension Funding Stabilization.) H.R. 6057, 6058: Temporary Surface Transportation Extension Act of 2012 Pension Stabilization Provisions S. 145: Older Worker Opportunity Act of 2011 (Entire Bill, Sec. 1-2, retirement plan tax implications.) To promote labor force participation of older Americans, with the goals of increasing retirement security, reducing the projected shortage of experienced workers, maintaining future economic growth, and improving the Nation's fiscal outlook. S. 439: Deficit Reduction and Budget Reform Act of 2011 (Title VIII, tax benefit / retirement issues, Community Living Assistance Services and Supports, CLASS, Program.) S. 1813, Sec. 40312: Moving Ahead for Progress in the 21st Century Act' or the `MAP-21' Pension Stabilization Provisions (Senate Highway Bill, Section 40312 on Pension Funding Stabilization.)

Client expense: $683,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R.2010/S.1098, Family and Retirement Health Investment Act of 2011, Dietary supplement issues.

Client expense: Not reported · Firm income: $25,000

Government targets: Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, SENATE

S. 1098 - Family and Retirement Health Investment Act, a bill to amend the Internal Revenue Code of 1986 to improve access to health care through expanded health savings accounts; all provisions relating to dietary supplements H.R. 2010 - Family and Retirement Health Investment Act, a bill to amend the Internal Revenue Code of 1986 to improve access to health care through expanded health savings accounts; all provisions relating to dietary supplements

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

Government targets: Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, SENATE

S. 968 - Preventing Real Online Threats to Economic Creativity and Theft of Intellectual Property Act Potential FDA reauthorization, health, and fitness legislation H.R. 369 - Health Savings and Affordability Act S.174 - Healthy Lifestyles and Prevention America Act H.R. 2010 - Family and Retirement Health Investment Act H.R. 2649 - Personal Health Investment Today Act S. 2243 - Medicare Better Health Rewards Program

Client expense: Not reported · Firm income: $10,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

HR 2010 - To amend the Internal Revenue Code of 1986 to improve access to health care through expanded health savings accounts, and for other purposes. Sec 122. S 1098 - To amend the Internal Revenue Code of 1986 to improve access to health care through expanded health savings accounts, and for other purposes. Sec. 122.

Client expense: Not reported · Firm income: $50,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R.2010/S.1098, Family and Retirement Health Investment Act of 2011, Dietary supplement issues.

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

Government targets: Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, SENATE

H.R. 605/S. 312 To amend the Patient Protection and Affordable Care Act to repeal provisions that change the treatment of over-the-counter medicines purchased with a Flexible Spending Account debit card. S. 1098/H.R. 2010 To amend the Patient Protection and Affordable Care Act to repeal provisions that change the treatment of over-the-counter medicines purchased with a Flexible Spending Account debit card S. 1368/ H.R. 2529 - Restoring Access to Medication Act H.R. 5842 Restoring Access to Medication Act Patient Protection and Affordable Care Act (P.L. 111148) - Sections 1201, 1301, 1302, 1303, 1304, 1311, 1401, 1411, 1412, 1414, 1502, 1512, 1513, 1514, 4205 Section 4980H H.R. 6174 / S. 3574 - Common Sense Nutrition Disclosure Act of 2012 H.R. 1744 - American Job Protection Act H.R. 2206 - Auto Enroll Repeal Act

Client expense: $180,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Executive Office of the President (EOP), Federal Reserve System, Federal Trade Commission (FTC), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, Small Business Administration (SBA), Treasury, Dept of, White House Office