Preserving Our Promise to Seniors Act

Department of Veterans Affairs appropriations and its delivery of benefits and services to veterans, their dependents and survivors: HR 6627, HR 6580, HR 6576, HR 6563, HR 6527, HR 6393, HR 6375, HR 6372, HR 6297, HR 6107, HR 6101, HR 6071, HR 6044, HR 6008, HR 5999, HR 5881, HR 5880, HR 5833, HR 5799, HR 5747, HR 5712, HR 5683, HR 5653, HR 5650, HR 4978, HR 4869, HR 4740, HR 4482, HR 4481, HR 4327, HR 4310, HR 4299, HR 4287, HR 4246, HR 4288, HR 4142, HR 4124, HR 4118, HR 4115, HR 4114, HR 4072, HR 4057, HR 4051, HR 4048, HR 4023, HR 3895, HR 3850, HR 3758, HR 3723, HR 3721, HR 3712, HR 3687, HR 3670, HR 3638, HR 3612, HR 3610, HR 3546, HR 3473, HR 3438, HR 3414, HR 3355, HR 3337, HR 3329, HR 3298, HR 3279, HR 3245, HR 3064, HR 3016, HR 2996, HR 2985, HR 2875, HR 2853, HR 2751, HR 2720, HR 2711, HR 2646, HR 2605, HR 2559, HR 2590, HR 2534, HR 2530, HR 2443, HR 2433, HR 2424, HR 2419, HR 2388, HR 2383, HR 2377, HR 2318, HR 2300, HR 2203, HR 2187, HR 2148, HR 2074, HR 2055, HR 2053, HR 2052, HR 2046, HR 2002, HR 1979, HR 1947, HR 1941, HR 1930, HR 1855, HR 1826, HR 1811, HR 1854, HR 1832, HR 1742, HR 1671, HR 1657, HR 1647, HR 1484, HR 1473, HR 1454, HR 1407, HR 1298, HR 1285, HR 1260, HR 1178, HR 1154, HR 1133, HR 1092, HR 1025, HR 930, HR 814, HR 813, HR 812, HR 810, HR 809, HR 806, HR 805, HR 804, HR 803, HR 802, HR 575, HR 539, HR 465, HR 333, HR 329, HR 309, HR 303, HR 287, HR 277, HR 276, HR 248, HR 240, HR 186, HR 178, HR 120, HR 115, HR 26, HR 7, H RES 636, H RES 445, H RES 376, H CON RES 112, H CON RES 34, S 3555, S 3511, S 3457, S 3405, S 3353, S 3349, S 3348, S 3340, S 3313, S 3309, S 3308, S 3236, S 3235, S 3233, S 3210, S 3179, S 3084, S 3082, S 3052, S 3049, S 2474, S 2299, S 2246, S 2259, S 2239, S 2130, S 2128, S 2045, S 2004, S 1866, S 1849, S 1847, S 1846, S 1823, S 1799, S 1798, S 1755, S 1689, S 1631, S 1629, S 1474, S 1391, S 1334, S 1314, S 1253, S 1184, S 1172, S 1154, S 1148, S 1147, S 1146, S 1127, S 1124, S 1123, S 1104, S 1089, S 1080, S 1060, S 1017, S 981, S 957, S 951, S 935, S 914, S 910, S 894, S 874, S 873, S 816, S 798, S 769, S 745, S 696, S 666, S 658, S 633, S 536, S 490, S 423, S 411, S 344, S 260, S 223, S 68, S 67, S CON RES 13, S RES 333, S RES 160

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

Government targets: Defense, Dept of (DOD), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Office of Management & Budget (OMB), Office of Personnel Management (OPM), SENATE, Small Business Administration (SBA), U.S. Postal Service (USPS), Veterans Employment & Training Service

Social Security Notch Reform H.R. 1001, H.R. 239, and S. 118; Consumer Price Index for the Elderly (CPI-E) and Social Security Fairness: H.R. 456, H.R. 539, H.R. 798, H.R. 776, H.R. 1086, H.R. 2590, H.R. 2711, H.R. 3758, and S.1876; AntiU.S.-Mexico Totalization/No Social Security for Illegal Work: H.R. 787, H.R. 148, S. 95 and S. 181; Social Security Protection: H.R. 1052, H.R. 219, H.R. 796, H.R. 1118, and S.123 and S.582; Social Security Reform: H.R. 1332, H.R. 2797, H.R. 3348, and S. 2010.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 797/S.1558, Keeping Our Social Security Promises Act/ No Loopholes in Social Security Act, in support of lifting the cap on payroll taxed for Social Security purposes; in support of protecting and strengthening Social Security including opposition to raising the retirement age, weakening the cost-of-living adjustment program, changing the benefit formula, or means-testing benefits; H.R.539, Preserving Our Promise to Seniors Act, in support of increasing Social Security protection for our most vulnerable.

Client expense: $27,000 · Firm income: Not reported

Government targets: Education, Dept of, Equal Employment Opportunity Commission (EEOC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), Office of Science & Technology Policy (OSTP), Office of the Vice President of the United States, Office on Violence Against Women, SENATE, White House Office

Department of Veterans Affairs appropriations and its delivery of benefits and services to veterans, their dependents and survivors: HR 6576, HR 6563, HR 6297, HR 5880, HR 5833, HR 5799, HR 5747, HR 5712, HR 5683, HR 5653, HR 5650, HR 4978, HR 4740, HR 4482, HR 4481, HR 4310, HR 4299, HR 4246, HR 4288, HR 4142, HR 4118, HR 4115, HR 4114, HR 4072, HR 4057, HR 4051, HR 4048, HR 4023, HR 3895, HR 3850, HR 3758, HR 3721, HR 3712, HR 3687, HR 3670, HR 3638, HR 3612, HR 3610, HR 3546, HR 3473, HR 3438, HR 3355, HR 3337, HR 3329, HR 3279, HR 3064, HR 3016, HR 2996, HR 2875, HR 2711, HR 2559, HR 2590, HR 2534, HR 2530, HR 2433, HR 2424, HR 2318, HR 2187, HR 2148, HR 2053, HR 2052, HR 2046, HR 1979, HR 1947, HR 1941, HR 1930, HR 1826, HR 1811, HR 1854, HR 1742, HR 1671, HR 1657, HR 1454, HR 1285, HR 1260, HR 1178, HR 1133, HR 1092, HR 813, HR 812, HR 810, HR 809, HR 806, HR 805, HR 803, HR 802, HR 539, HR 465, HR 333, HR 329, HR 309, HR 303, HR 248, HR 240, HR 186, HR 178, HR 120, HR 115, HR 26, HR 7, H RES 636, H RES 445, H RES 376, H CON RES 112, S 3555, S 3457, S 3313, S 3309, S 3236, S 3235, S 3210, S 3052, S 2299, S 2246, S 2259, S 2130, S 2128, S 2004, S 1866, S 1849, S 1847, S 1823, S 1799, S 1798, S 1689, S 1631, S 1629, S 1474, S 1391, S 1334, S 1253, S 1184, S 1172, S 1154, S 1148, S 1147, S 1124, S 1123, S 1104, S 1060, S 1017, S 951, S 935, S 914, S 910, S 894, S 874, S 873, S 816, S 798, S 769, S 696, S 658, S 633, S 536, S 490, S 423, S 411, S 344, S 260, S 223, S 68, S 67, S CON RES 13, S RES 333, S RES 160

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

Discussed demographics and priorities for AARP members and the 50+ population in general. (no bill) H.R.4050, Retirement Plan Simplication & Enhancement Act of 2012 - Discussed concerns regarding expansion of electronic disclosures of pension documents and notices. H.R.4348/S.1813, Surface Transportation - Moving Ahead for Progress in the 21st Century Act - Supported addition of provisions to Revenue Provisions section to improve protections for pension participants. Discussion on Automatic IRA proposal to provide automatic individual retirement accounts, funded via payroll deduction, to individuals who work for an employer of a particular size and tenure that do not currently offer a retirement savings vehicle to their employees. (no bill) Discussed Social Security COLA relief. (no bill) H. R. 677/S. 267, Lifetime Income Disclosure Act - Submitted letter of support to the original co-sponsors of the House and Senate versions of the Lifetime Income Disclosure Act. This legislation would provide individulas with a better understanding of the lifemtime value of their 401 (k) plan assets by including in a yearly benefit statement a conversion of their total accrued benefits into a monthly dollar amount as if they had opted to receive a lifetime annuity. H.J. Res.1/S.J. Res.4 - Discussed AARP's concerns about efforts to cutting Social Security benefits as a way of addressing the nation's current budget deficits, including the impact on Social Security of capping spending at a certain level or via balanced budget amendments. S. 1557/H.R. 4049, the Automatic IRA Act of 2011 - Lobbied on legislation to create automatic individual retirement accounts, funded via payroll deduction, to individuals who work for an employer of a particular size and tenure that do not currently offer a retirement savings vehicle to their employees. Discussed S. 1558, the Keeping Our Social Security Promises Act, legislation to apply payroll taxes to remuneration and earnings from self-employment up to the contribution and benefit base and to remuneration in excess of $250,000. Provided an informational briefing on Social Security. S. 1876, Consumer Price Index for Elderly Consumers Act - Supported legislation to change the index used to calculate annual Social Security COLA's from the CPI-W to the CPI-E. H. R. 539, Preserving Our Promise to Seniors Act - Discussed legislation to make changes pertaining to Social Security, including the use of a new CPI-E index for COLA's, and to provide $250 relief payments to beneficiaries. H. R. 3630/Senate Substitute, Middle Class Tax Relief and Job Creation Act of 2011 - Discussed legislation containing an extension or expansion of the current temporary payroll tax holiday. S. 1917/1944, Middle Class Tax Cut Act of 2011 - Discussed legislation containing an extension or expansion of the current temporary payroll tax holiday. S. 1931, Temporary Tax Holiday and Government Reduction Act - Discussed legislation containing an extension or expansion of the current temporary payroll holiday. S. 2252, the Rebuild America Act - Discussed the Social Security and Pensions portions of this wide-ranging legislation designed to "rebuild the American middle class by creating jobs, investing in our future, building opportunity for working families, and restoring balance to the tax code." Discussed various defined benefit/defined contribution pension reform proposals (no bill). Submitted written testimony to the Senate Banking Economic Policy Subcommittee for their March 28, 2012, hearing entitled "Retirement (in) security: Examining the Retirement Savings Deficit." Discussed the Department of Labor's proposed new fiduciary duty regulation with key staff of the Department of Labor's Employee Benefits Security Administration (no bill number). Discussed possible proposals to improve pension rights for participants and reform proposals to improve pension coverage and adequacy. ( no bill) Briefed Congress on AARP's "You've Earned A Say"- A national conversation on the future of Social Security and Medicare with AARP members and all Amerivcans. The goal of this effort is to ensure that Americans have a say in any debate about these programs. Provides Phase1 results and Phase 2 objectives. (no bill) Submitted a letter to the House Judiciary Committee's Subcommittee on Immigration Policy and Enforcement for thsir April 18, 2012, hearing entitled "Document Fraud in Employment Authorization: How an E-Verify Requirement Can Help". (no bill) Discussed the 2012 Social Security Trustees Report. (no bill) Discussed Social Security's Future Systems Technology Advisory Panel (FSTA) with House Ways and Means Committee's Social Security Subcommittee's majority staff for their May 9, 2012, hearing on "the State of Social Security's Information Technology". (no bill) Discussed with GAO the current and future challenges faced by Social Security's Representative Payee program. GAO is undertaking the study to look at the history of the program, current and future challenges to managing the program, and other potential options for managing the program. (no bill) Discussed pending DOL regulations of summary documents for 401(k) fee disclosure. (no bill) H.R. 4609, the Social Security Equality Act - Discussed bill which would authorize the treatment of permanent partnerships between individuals of the same gender as marriage for purposes of determining entitlement to OASDI benefits. Letter sent to Congress expressing AARP's opposition to aditional extensions of the temporary payroll tax holiday. (no bill) Discussed pending DOL regulations on the electronic disclosure of ERISA-covered pension plan documents and related potential or current legislation H.R. 4050, the Retirement Plan Simplification and Enhancement Act. Discussed potential legislation regarding the Social Security Administration's process for closing field offices. (no bill) Discussed Social Security provisions contained within the Rivlin/Domenici Bipartisan Policy Center Debt Reduction Task Force plan as it pertained to the June 19 Senate Finance Committee hearing entitled "Confronting the Looming Fiscal Crisis". (no bill) H.R. 4050, Retirement Plan Simplification and Enhancement Act of 2012 - Discussed concerns regarding expansion of electronic disclosures of pension documents and notices. Sent letter to DOL urging caution on any expansion of electronic disclosures of pension documents and notices. H.R. 4348/S.1813, "MAP-21" Moving Ahead for Progress in the 21st Century Act - Supported the addition of provisions to revenue provisions section to improve protections for pension participants. S.3295, the Labor-HHS Appropriations bill for FY 2013 - Lobbied to protect/increase funding for the Social Security Administration, Older Americans Act nutrition, family caregiver & supportive services programs, low income home energy assistance (LIHEAP), and to protect funding for program authorized under the Affordable Care Act, including CMS State Health insurance exchanges, state survey and demonstrations and preventive health. H.R. 4050, the Retirement Plan Simplification and Enhancement Act - Discussed this legislation with key Hill staff, particularly around the issue of electronic disclosure of ERISA-covered pension plan documents. Discussed Senator Harkin's July 27 report entitled "The Retirement Crisis and a Plan to Solve It," particularly regarding its recommendations for retirement system improvements in the United States. (no bill) Discussed the Department of Labor's proposed new fiduciary duty regulation with key staff of the Department of Labor's Employee Benefits Security Administration. (no bill) Discussed with key staff of the Department of Labor's Employee Benefits Security Administration the issue of electronic disclosure of ERISA-covered pension plan documents. (no bill) Discussed with key staff of the Department of Treasury's Financial Management Service their efforts regarding the March 2013 move away from paper checks to electronic benefit payments for all Social Security beneficiaries. (no bill) Discussed the continuing work of the Department of Treasury's Financial Management Service to move to electronic benefit payments for all Social Security beneficiaries with House Ways and Means Committee's Social Security Subcommittee's majority staff for their September 12, 2012, hearing on "the Direct Deposit of Social Security Benefits". (no bill)

H.R.1 Full-Year Continuing Appropriations Act, 2011 Making appropriations for the Department of Defense and the other departments and agencies of the Government for the fiscal year ending September 30, 2011, and for other purposes. H.R.150 Senior Citizens Tax Elimination Act Amends the Internal Revenue Code to repeal the inclusion of any social security or tier I railroad retirement benefits in gross income. Appropriates funds to cover reductions in transfers to the Social Security and Railroad Retirement Trust Funds resulting from the enactment of this Act. Expresses the sense of Congress against using tax increases to provide revenue necessary to carry out this Act. Affects retired members. H.R.539 Preserving Our Promise to Seniors Act Directs the Secretary of the Treasury to disburse a cash payment of $250 (adjusted for inflation) for each non-COLA year to certain recipients of OASDI benefits, railroad retirement benefits, veterans disability compensation or pension benefits, or Supplemental Security Income (SSI) benefits under SSA title XVI. Affects retired members. H.R.1473 Department of Defense and Full-Year Continuing Appropriations Act, 2011. Title I: General Provisions. It cuts funding for DOL training programs, eliminates appropriations to the Federal Railroad Administration (FRA) railroad safety technology program. Eliminates appropriations for FRA capital assistance for high speed rail corridors and intercity passenger rail service (with a rescission of prior year unobligated balances). Cuts spending in areas that are important to middle class working families and TCU members. H.R.2350 Protecting Taxpayers in Transportation Asset Transfers Act. To secure public investments in transportation infrastructure. Allows for the use of any alternative analysis or environmental impact report relating the Project to satisfy Federal Railroad Administration capital assistance requirements for new fixed guideway capital projects. Supports the concept of this Bill to protect Tax Payers and Amtrak employees from private companies taking over companies like Amtrak. (Clean up the Bill is intended to stop the Mica Bill to privatize Amtrak.) S.1378 Savings Through Eligibility Fairness Act. To ensure that Social Security and Tier 1 Railroad Retirement benefits are properly taken into account for purposes of determining eligibility for Medicaid and for the refundable credit for coverage under a qualified health plan. Making sure our members get proper credit.

H.R.1 Full-Year Continuing Appropriations Act, 2011 Making appropriations for the Department of Defense and the other departments and agencies of the Government for the fiscal year ending September 30, 2011, and for other purposes. H.AMDT.75 to H.R.1 Amendment sought to reduce the funding for AMTRAK Capitol by $446.9 million. Amendment sought to reduce the funding for AMTRAK Capitol by $446.9 million. H.R.28 Expressing the sense of the House of Representatives that the Transportation Security Administration should, in accordance with existing law, enhance security against terrorist attack and other security threats to our Nation's rail and mass transit systems and other modes of surface transportation; and for other purposes. Work to make the nations transportation systems safer. H.R.150 Senior Citizens Tax Elimination Act Amends the Internal Revenue Code to repeal the inclusion of any social security or tier I railroad retirement benefits in gross income. Appropriates funds to cover reductions in transfers to the Social Security and Railroad Retirement Trust Funds resulting from the enactment of this Act. Expresses the sense of Congress against using tax increases to provide revenue necessary to carry out this Act. Affects retired members. H.R.539 Preserving Our Promise to Seniors Act Directs the Secretary of the Treasury to disburse a cash payment of $250 (adjusted for inflation) for each non-COLA year to certain recipients of OASDI benefits, railroad retirement benefits, veterans disability compensation or pension benefits, or Supplemental Security Income (SSI) benefits under SSA title XVI. Affects retired members. H.R.910 Energy Tax Prevention Act of 2011. Amends the Clean Air Act to prohibit the Administrator of the Environmental Protection Agency (EPA) from promulgating any regulation concerning, taking action relating to, or taking into consideration the emission of a greenhouse gas (GHG) to address climate change. Would help protect fossil fuels and jobs related to coal industry, important for railroad jobs. S. 1549 American Jobs Act of 2011 To provide tax relief for American workers and businesses, to put workers back on the job while rebuilding and modernizing America, and to provide pathways back to work for Americans looking for jobs. To put middle class workers back to work.

Social Security Notch Reform: H.R. 1001, H.R. 239, and S. 118; Consumer Price Index for the Elderly (CPI-E) and Social Security Fairness: H.R. 456, H.R. 539, H.R. 798, H.R. 1086, H.R. 2590, H.R. 2711, H.R. 3758 and S. 1876; Anti-U.S.-Mexico Totalization/No Social Security for Illegal Work: H.R. 787, H.R. 148, S. 95 and S. 181; Social Security Protection: H.R. 1056, H.R. 219, H.R. 796, H.R. 1118, S. 123 and S. 582; Social Security Reform: H.R. 1332, H.R. 2797, H.R. 3348, and S. 2010.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

In support of protecting and strengthening the Social Security program including opposition to raising the retirement age, weakening the cost-of-living adjustment program, changing the benefit formula, or means-testing benefits; H.R. 797/S.1558, Keeping Our Social Security Promises Act/ No Loopholes in Social Security Act, in support of lifting the cap on payroll taxed for Social Security purposes; H.R. 539, Preserving Our Promise to Seniors Act, in support of increasing protection for the most vulnerable.

Client expense: $45,000 · Firm income: Not reported

Government targets: Education, Dept of, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Office of Faith-Based & Community Initiatives, Office of the Vice President of the United States, Office on Violence Against Women, SENATE, White House Office

Social Security Notch Reform HR 1001, HR 239 and S 118, Consumer Price Index for the Elderly (CPI-E) & Social Security Fairness:HR456, HR 539, HR 798, HR 776, HR 1086, HR 2590, HR 2711, HR 3758 & S 1876, Anti-US Mexico Totalization/No Social Securty for Illegal Work, HR 787, HR 148, S 95 and S 181; Social Security Protection HR 1052, HR219, HR 796, HR 1118 and S 582, Social Security Reform HR 1332, HR 2797, HR 3348 and S 2010

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Consumer Price Index for Elderly Consumers. H.R. 798, H.R. 1086, H.R. 776, H.R. 539, H.R. 456, S. 1876, S. 2037, S. 2252: 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. Chained CPI (No bill): proposal to replace the current index used to calculate the Social Security COLA with a chained CPI. Social Security Privatization. H.R. 2109, H.R. 2889: provisions converting Social Security to a system of private investment accounts. Social Security Protection. H.R. 1118, H.R. 796, H.R. 1630, S. 582, S.AMDT. 207 to S. 493: provisions removing Social Security Trust Fund receipts and disbursements from the federal budget baseline; limiting Trust Fund proceeds to OASDI purposes; prohibiting increases to the retirement age or the early retirement age, reductions in cost-of-living increases, reductions of benefit payment amounts, or the creation of private retirement accounts carved out of Social Security. Social Security Benefits. S. 1213, S. 804: provisions requiring progressive indexing or modifying cost-of-living adjustments (COLA) to one percent below the Consumer Price Index and implementing longevity indexing (i.e., raising the retirement age) of Social Security old-age insurance benefits and increasing the Social Security retirement age. Social Security Payroll Tax Holiday. (No bill): proposals to extend the payroll tax holiday beyond Calendar Year 2012. Annual Social Security Statements. S. 3295: options to modify the Social Security Administrations decision suspending the production and mailing of individual Social Security Statements. Social Security direct deposit requirement. (No bill): proposals whereby beneficiaries with disabilities could apply for waivers to the new direct deposit requirement. Raising the Payroll Tax Cap. S. 2252: provisions raising the amount of wages subject to payroll taxes. Mandatory Direct Deposit. (No bill): options to modify the Administration mandate that federal benefit recipients collect there monthly benefit via direct deposit. Womens Social Security Improvements and Protections. (No bill): proposals to improve benefit equity and benefit safeguards for women, including improving survivor benefits; providing Social Security credits for caregiving; enhancing the special minimum benefit; equalizing rules for disabled and working widows; restoring student benefits; improving benefits for disabled children; strengthening the COLA; increasing the basic benefit; and equalizing benefits for same-sex married couples. Equal Benefits for Same-Sex Married Couples and Partners. H.R. 4609: provisions authorizing the treatment of permanent partnerships between individuals of the same gender as marriage for purposes of determining entitlement to Social Security benefits.

Discussed demographics and priorities for AARP members and the 50+ population in general. (no bill) H.R.4050, Retirement Plan Simplication & Enhancement Act of 2012 - Discussed concerns regarding expansion of electronic disclosures of pension documents and notices. Sent letter to DOL urging caution on any expansion of electronic disclosures of pension documents and notices. H.R.4348/S.1813, Surface Transportation - Moving Ahead for Progress in the 21st Century Act - Supported addition of provisions to Revenue Provisions section to improve protections for pension participants. Discussion on Automatic IRA proposal to provide automatic individual retirement accounts, funded via payroll deduction, to individuals who work for an employer of a particular size and tenure that do not currently offer a retirement savings vehicle to their employees. (no bill) Discussed Social Security COLA relief. (no bill) H. R. 677/S. 267, Lifetime Income Disclosure Act - Submitted letter of support to the original co-sponsors of the House and Senate versions of the Lifetime Income Disclosure Act. This legislation would provide individulas with a better understanding of the lifemtime value of their 401 (k) plan assets by including in a yearly benefit statement a conversion of their total accrued benefits into a monthly dollar amount as if they had opted to receive a lifetime annuity. H.J. Res.1/S.J. Res.4 - Discussed AARP's concerns about efforts to cutting Social Security benefits as a way of addressing the nation's current budget deficits, including the impact on Social Security of capping spending at a certain level or via balanced budget amendments. S. 1557/H.R. 4049, the Automatic IRA Act of 2011 - Lobbied on legislation to create automatic individual retirement accounts, funded via payroll deduction, to individuals who work for an employer of a particular size and tenure that do not currently offer a retirement savings vehicle to their employees. Discussed S. 1558, the Keeping Our Social Security Promises Act, legislation to apply payroll taxes to remuneration and earnings from self-employment up to the contribution and benefit base and to remuneration in excess of $250,000. Provided an informational briefing on Social Security. S. 1876, Consumer Price Index for Elderly Consumers Act - Supported legislation to change the index used to calculate annual Social Security COLA's from the CPI-W to the CPI-E. H. R. 539, Preserving Our Promise to Seniors Act - Discussed legislation to make changes pertaining to Social Security, including the use of a new CPI-E index for COLA's, and to provide $250 relief payments to beneficiaries. H. R. 3630/Senate Substitute, Middle Class Tax Relief and Job Creation Act of 2011 - Discussed legislation containing an extension or expansion of the current temporary payroll tax holiday. S. 1917/1944, Middle Class Tax Cut Act of 2011 - Discussed legislation containing an extension or expansion of the current temporary payroll tax holiday. S. 1931, Temporary Tax Holiday and Government Reduction Act - Discussed legislation containing an extension or expansion of the current temporary payroll holiday. S. 2252, the Rebuild America Act - Discussed the Social Security and Pensions portions of this wide-ranging legislation designed to "rebuild the American middle class by creating jobs, investing in our future, building opportunity for working families, and restoring balance to the tax code." Discussed various defined benefit/defined contribution pension reform proposals (no bill). Submitted written testimony to the Senate Banking Economic Policy Subcommittee for their March 28, 2012, hearing entitled "Retirement (in) security: Examining the Retirement Savings Deficit." Discussed the Department of Labor's proposed new fiduciary duty regulation with key staff of the Department of Labor's Employee Benefits Security Administration (no bill number). Discussed possible proposals to improve pension rights for participants and reform proposals to improve pension coverage and adequacy. ( no bill) Lobbied Congress on AARP's "You've Earned A Say"- A national conversation on the future of Social Security and Medicare with AARP members and all Amerivcans. The goal of this effort is to ensure that Americans have a say in any debate about these programs. Provides Phase1 results and Phase 2 objectives. (no bill) Submitted a letter to the House Judiciary Committee's Subcommittee on Immigration Policy and Enforcement for thsir April 18, 2012, hearing entitled "Document Fraud in Employment Authorization: How an E-Verify Requirement Can Help". (no bill) Discussed the 2012 Social Security Trustees Report. (no bill) Discussed Social Security's Future Systems Technology Advisory Panel (FSTA) with House Ways and Means Committee's Social Security Subcommittee's majority staff for their May 9, 2012, hearing on "the State of Social Security's Information Technology". (no bill) Discussed with GAO the current and future challenges faced by Social Security's Representative Payee program. GAO is undertaking the study to look at the history of the program, current and future challenges to managing the program, and other potential options for managing the program. (no bill) Discussed pending DOL regulations of summary documents for 401(k) fee disclosure. (no bill) H.R. 4609, the Social Security Equality Act - Discussed bill which would authorize the treatment of permanent partnerships between individuals of the same gender as marriage for purposes of determining entitlement to OASDI benefits. Letter sent to Congress expressing AARP's opposition to aditional extensions of the temporary payroll tax holiday. (no bill) Discussed pending DOL regulations on the electronic disclosure of ERISA-covered pension plan documents and related potential or current legislation H.R. 4050, the Retirement Plan Simplification and Enhancement Act. Discussed potential legislation regarding the Social Security Administration's process for closing field offices. (no bill) Discussed Social Security provisions contained within the Rivlin/Domenici Bipartisan Policy Center Debt Reduction Task Force plan as it pertained to the June 19 Senate Finance Committee hearing entitled "Confronting the Looming Fiscal Crisis". (no bill) H.R. 4050, Retirement Plan Simplification and Enhancement Act of 2012 - Discussed concerns regarding expansion of electronic disclosures of pension documents and notices. Sent letter to DOL urging caution on any expansion of electronic disclosures of pension documents and notices. H.R. 4348/S.1813, "MAP-21" Moving Ahead for Progress in the 21st Century Act - Supported the addition of provisions to revenue provisions section to improve protections for pension participants. S.3295, the Labor-HHS Appropriations bill for FY 2013 - Lobbied to protect/increase funding for the Social Security Administration, Older Americans Act nutrition, family caregiver & supportive services programs, low income home energy assistance (LIHEAP), and to protect funding for program authorized under the Affordable Care Act, including CMS State Health insurance exchanges, state survey and demonstrations and preventive health.

Department of Veterans Affairs appropriations and its delivery of benefits and services to veterans, their dependents and survivors: HR 5880, HR 5833, HR 5799, HR 5712, HR 5683, HR 5653, HR 5650, HR 4978, HR 4740, HR 4482, HR 4481, HR 4310, HR 4299, HR 4246, HR 4288, HR 4142, HR 4118, HR 4115, HR 4114, HR 4072, HR 4051, HR 4048, HR 4023, HR 3895, HR 3850, HR 3758, HR 3721, HR 3712, HR 3687, HR 3670, HR 3670, HR 3638, HR 3612, HR 3610, HR 3546, HR 3473, HR 3438, HR 3355, HR 3337, HR 3329, HR 3279, HR 3064, HR 3016, HR 2996, HR 2875, HR 2711, HR 2559, HR 2590, HR 2534, HR 2530, HR 2433, HR 2424, HR 2318, HR 2187, HR 2148, HR 2053, HR 2052, HR 2046, HR 1979, HR 1947, HR 1941, HR 1930, HR 1826, HR 1811, HR 1854, HR 1742, HR 1671, HR 1657, HR 1454, HR 1285, HR 1260, HR 1178, HR 1133, HR 1092, HR 813, HR 812, HR 810, HR 809, HR 806, HR 805, HR 803, HR 802, HR 539, HR 465, HR 333, HR 329, HR 309, HR 303, HR 248, HR 240, HR 186, HR 178, HR 120, HR 115, HR 26, HR 7, H RES 636, H RES 445, H RES 376, H CON RES 112 S 3210, S 3052, S 2299, S 2246, S 2259, S 2130, S 2128, S 2004, S 1866, S 1849, S 1847, S 1823, S 1799, S 1798, S 1689, S 1631, S 1629, S 1474, S 1391, S 1334, S 1253, S 1184, S 1172, S 1154, S 1148, S 1147, S 1124, S 1123, S 1104, S 1060, S 1017, S 951, S 935, S 914, S 910, S 894, S 874, S 873, S 816, S 798, S 769, S 696, S 658, S 633, S 536, S 490, S 423, S 411, S 344, S 260, S 223, S 68, S 67, S CON RES 13, S RES 333, S RES 160

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

H.R.1 Full-Year Continuing Appropriations Act, 2011 Making appropriations for the Department of Defense and the other departments and agencies of the Government for the fiscal year ending September 30, 2011, and for other purposes. H.AMDT.75 to H.R.1 Amendment sought to reduce the funding for AMTRAK Capitol by $446.9 million. Amendment sought to reduce the funding for AMTRAK Capitol by $446.9 million. H.R.28 Expressing the sense of the House of Representatives that the Transportation Security Administration should, in accordance with existing law, enhance security against terrorist attack and other security threats to our Nation's rail and mass transit systems and other modes of surface transportation; and for other purposes. Work to make the nations transportation systems safer. H.R.150 Senior Citizens Tax Elimination Act Amends the Internal Revenue Code to repeal the inclusion of any social security or tier I railroad retirement benefits in gross income. Appropriates funds to cover reductions in transfers to the Social Security and Railroad Retirement Trust Funds resulting from the enactment of this Act. Expresses the sense of Congress against using tax increases to provide revenue necessary to carry out this Act. Affects retired members. H.R.539 Preserving Our Promise to Seniors Act Directs the Secretary of the Treasury to disburse a cash payment of $250 (adjusted for inflation) for each non-COLA year to certain recipients of OASDI benefits, railroad retirement benefits, veterans disability compensation or pension benefits, or Supplemental Security Income (SSI) benefits under SSA title XVI. Affects retired members. H.R.910 Energy Tax Prevention Act of 2011. Amends the Clean Air Act to prohibit the Administrator of the Environmental Protection Agency (EPA) from promulgating any regulation concerning, taking action relating to, or taking into consideration the emission of a greenhouse gas (GHG) to address climate change. Would help protect fossil fuels and jobs related to coal industry, important for railroad jobs. S. 1549 American Jobs Act of 2011 To provide tax relief for American workers and businesses, to put workers back on the job while rebuilding and modernizing America, and to provide pathways back to work for Americans looking for jobs. To put middle class workers back to work.

H.R.1 Full-Year Continuing Appropriations Act, 2011 Making appropriations for the Department of Defense and the other departments and agencies of the Government for the fiscal year ending September 30, 2011, and for other purposes. H.R.150 Senior Citizens Tax Elimination Act Amends the Internal Revenue Code to repeal the inclusion of any social security or tier I railroad retirement benefits in gross income. Appropriates funds to cover reductions in transfers to the Social Security and Railroad Retirement Trust Funds resulting from the enactment of this Act. Expresses the sense of Congress against using tax increases to provide revenue necessary to carry out this Act. Affects retired members. H.R.539 Preserving Our Promise to Seniors Act Directs the Secretary of the Treasury to disburse a cash payment of $250 (adjusted for inflation) for each non-COLA year to certain recipients of OASDI benefits, railroad retirement benefits, veterans disability compensation or pension benefits, or Supplemental Security Income (SSI) benefits under SSA title XVI. Affects retired members. H.R.1473 Department of Defense and Full-Year Continuing Appropriations Act, 2011. Title I: General Provisions. It cuts funding for DOL training programs, eliminates appropriations to the Federal Railroad Administration (FRA) railroad safety technology program. Eliminates appropriations for FRA capital assistance for high speed rail corridors and intercity passenger rail service (with a rescission of prior year unobligated balances). Cuts spending in areas that are important to middle class working families and TCU members. H.R.2350 Protecting Taxpayers in Transportation Asset Transfers Act. To secure public investments in transportation infrastructure. Allows for the use of any alternative analysis or environmental impact report relating the Project to satisfy Federal Railroad Administration capital assistance requirements for new fixed guideway capital projects. Supports the concept of this Bill to protect Tax Payers and Amtrak employees from private companies taking over companies like Amtrak. (Clean up the Bill is intended to stop the Mica Bill to privatize Amtrak.) S.1378 Savings Through Eligibility Fairness Act. To ensure that Social Security and Tier 1 Railroad Retirement benefits are properly taken into account for purposes of determining eligibility for Medicaid and for the refundable credit for coverage under a qualified health plan. Making sure our members get proper credit.

Social Security, in support of protecting and strengthening the Social Security program including opposition to raising the retirement age, weakening the cost-of-living adjustment program, changing the benefit formula, or means-testing benefits; S.1558/H.R. 797, Keeping Our Social Security Promises Act/ No Loopholes in Social Security Act, in support of lifting the cap on payroll taxed for Social Security purposes; H.R. 539, Preserving Our Promise to Seniors Act, in support of increasing Social Security protection for our most vulnerable.

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

Government targets: Education, Dept of, Equal Employment Opportunity Commission (EEOC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Office of Management & Budget (OMB), Office of the Vice President of the United States, Office on Violence Against Women, SENATE, U.S. Commission on Civil Rights, White House Office

Discussed demographics and priorities for AARP members and the 50+ population in general. (no bill) Discussion on Automatic IRA proposal to provide automatic individual retirement accounts, funded via payroll deduction, to individuals who work for an employer of a particular size and tenure that do not currently offer a retirement savings vehicle to their employees. (no bill) Discussed Social Security COLA relief. (no bill) H. R. 677/S. 267, Lifetime Income Disclosure Act - Submitted letter of support to the original co-sponsors of the House and Senate versions of the Lifetime Income Disclosure Act. This legislation would provide individulas with a better understanding of the lifemtime value of their 401 (k) plan assets by including in a yearly benefit statement a conversion of their total accrued benefits into a monthly dollar amount as if they had opted to receive a lifetime annuity. H.J. Res.1/S.J. Res.4 - Discussed AARP's concerns about efforts to cutting Social Security benefits as a way of addressing the nation's current budget deficits, including the impact on Social Security of capping spending at a certain level or via balanced budget amendments. S. 1557/H.R. 4049, the Automatic IRA Act of 2011 - Lobbied on legislation to create automatic individual retirement accounts, funded via payroll deduction, to individuals who work for an employer of a particular size and tenure that do not currently offer a retirement savings vehicle to their employees. Discussed S. 1558, the Keeping Our Social Security Promises Act, legislation to apply payroll taxes to remuneration and earnings from self-employment up to the contribution and benefit base and to remuneration in excess of $250,000. Provided an informational briefing on Social Security. S. 1876, Consumer Price Index for Elderly Consumers Act - Supported legislation to change the index used to calculate annual Social Security COLA's from the CPI-W to the CPI-E. H. R. 539, Preserving Our Promise to Seniors Act - Discussed legislation to make changes pertaining to Social Security, including the use of a new CPI-E index for COLA's, and to provide $250 relief payments to beneficiaries. H. R. 3630/Senate Substitute, Middle Class Tax Relief and Job Creation Act of 2011 - Discussed legislation containing an extension or expansion of the current temporary payroll tax holiday. S. 1917/1944, Middle Class Tax Cut Act of 2011 - Discussed legislation containing an extension or expansion of the current temporary payroll tax holiday. S. 1931, Temporary Tax Holiday and Government Reduction Act - Discussed legislation containing an extension or expansion of the current temporary payroll holiday. Discussed AARP's You've Earned A Say - A national conversation on the future of Social Security and Medicare with AARP memnbers and all Americans. The goal of this effort is to ensure that Americans have a say in any debate about these programs. (no bill) S. 2252, the Rebuild America Act - Discussed the Social Security and Pensions portions of this wide-ranging legislation designed to "rebuild the American middle class by creating jobs, investing in our future, building opportunity for working families, and restoring balance to the tax code." Discussed various defined benefit/defined contribution pension reform proposals (no bill). Submitted written testimony to the Senate Banking Economic Policy Subcommittee for their March 28, 2012, hearing entitled "Retirement (in) security: Examining the Retirement Savings Deficit." Discussed the Department of Labor's proposed new fiduciary duty regulation with key staff of the Department of Labor's Employee Benefits Security Administration (no bill number). Discussed possible proposals to improve pension rights for participants and reform proposals to improve pension coverage and adequacy. ( no bill)

H.R.1 Full-Year Continuing Appropriations Act, 2011 Making appropriations for the Department of Defense and the other departments and agencies of the Government for the fiscal year ending September 30, 2011, and for other purposes. H.AMDT.75 to H.R.1 Amendment sought to reduce the funding for AMTRAK Capitol by $446.9 million. Amendment sought to reduce the funding for AMTRAK Capitol by $446.9 million. H.R.28 Expressing the sense of the House of Representatives that the Transportation Security Administration should, in accordance with existing law, enhance security against terrorist attack and other security threats to our Nation's rail and mass transit systems and other modes of surface transportation; and for other purposes. Work to make the nations transportation systems safer. H.R.150 Senior Citizens Tax Elimination Act Amends the Internal Revenue Code to repeal the inclusion of any social security or tier I railroad retirement benefits in gross income. Appropriates funds to cover reductions in transfers to the Social Security and Railroad Retirement Trust Funds resulting from the enactment of this Act. Expresses the sense of Congress against using tax increases to provide revenue necessary to carry out this Act. Affects retired members. H.R.539 Preserving Our Promise to Seniors Act Directs the Secretary of the Treasury to disburse a cash payment of $250 (adjusted for inflation) for each non-COLA year to certain recipients of OASDI benefits, railroad retirement benefits, veterans disability compensation or pension benefits, or Supplemental Security Income (SSI) benefits under SSA title XVI. Affects retired members. H.R.910 Energy Tax Prevention Act of 2011. Amends the Clean Air Act to prohibit the Administrator of the Environmental Protection Agency (EPA) from promulgating any regulation concerning, taking action relating to, or taking into consideration the emission of a greenhouse gas (GHG) to address climate change. Would help protect fossil fuels and jobs related to coal industry, important for railroad jobs. S. 1549 American Jobs Act of 2011 To provide tax relief for American workers and businesses, to put workers back on the job while rebuilding and modernizing America, and to provide pathways back to work for Americans looking for jobs. To put middle class workers back to work.

H.R.1 Full-Year Continuing Appropriations Act, 2011 Making appropriations for the Department of Defense and the other departments and agencies of the Government for the fiscal year ending September 30, 2011, and for other purposes. H.R.150 Senior Citizens Tax Elimination Act Amends the Internal Revenue Code to repeal the inclusion of any social security or tier I railroad retirement benefits in gross income. Appropriates funds to cover reductions in transfers to the Social Security and Railroad Retirement Trust Funds resulting from the enactment of this Act. Expresses the sense of Congress against using tax increases to provide revenue necessary to carry out this Act. Affects retired members. H.R.539 Preserving Our Promise to Seniors Act Directs the Secretary of the Treasury to disburse a cash payment of $250 (adjusted for inflation) for each non-COLA year to certain recipients of OASDI benefits, railroad retirement benefits, veterans disability compensation or pension benefits, or Supplemental Security Income (SSI) benefits under SSA title XVI. Affects retired members. H.R.1473 Department of Defense and Full-Year Continuing Appropriations Act, 2011. Title I: General Provisions. It cuts funding for DOL training programs, eliminates appropriations to the Federal Railroad Administration (FRA) railroad safety technology program. Eliminates appropriations for FRA capital assistance for high speed rail corridors and intercity passenger rail service (with a rescission of prior year unobligated balances). Cuts spending in areas that are important to middle class working families and TCU members. H.R.2350 Protecting Taxpayers in Transportation Asset Transfers Act. To secure public investments in transportation infrastructure. Allows for the use of any alternative analysis or environmental impact report relating the Project to satisfy Federal Railroad Administration capital assistance requirements for new fixed guideway capital projects. Supports the concept of this Bill to protect Tax Payers and Amtrak employees from private companies taking over companies like Amtrak. (Clean up the Bill is intended to stop the Mica Bill to privatize Amtrak.) S.1378 Savings Through Eligibility Fairness Act. To ensure that Social Security and Tier 1 Railroad Retirement benefits are properly taken into account for purposes of determining eligibility for Medicaid and for the refundable credit for coverage under a qualified health plan. Making sure our members get proper credit.

Consumer Price Index for Elderly Consumers. H.R. 798, H.R. 1086, H.R. 776, H.R. 539, H.R. 456, S. 1876, S. 2037, S. 2252: 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 2011. Consumer Price Index for Social Security Beneficiaries/Chained CPI. (No bill): proposal to replace the current index used to calculate the Social Security COLA with a chained CPI. Social Security Privatization. H.R. 2109, H.R. 2889: provisions converting Social Security to a system of private investment accounts. Social Security Protection. H.R. 1118, H.R. 796, H.R. 1630, S. 582 S.AMDT. 207 to S. 493: provisions removing Social Security Trust Fund receipts and disbursements from the federal budget baseline; limiting Trust Fund proceeds to OASDI purposes; prohibiting increases to the retirement age or the early retirement age, reductions in cost-of-living increases, reductions of benefit payment amounts, or the creation of private retirement accounts carved out of Social Security. Social Security Benefits. S. 1213, S. 804: provisions requiring progressive indexing or modifying cost-of-living adjustments (COLA) to one percent below the general COLA and implementing longevity indexing (i.e., raising the retirement age) of Social Security old-age insurance benefits. Social Security Payroll Tax Holiday. H.R. 3743: proposal to extend the current payroll tax holiday through the end of Calendar Year 2012, increase the percentage reduction from the current 2 percent to 3.1 percent, and extend it to employers in certain situations. Social Security Payroll Tax Holiday. H.R. 3630: provisions extending the payroll tax holiday through the end of Calendar Year 2012. Annual Social Security Statements. (No bill): options to modify the Social Security Administrations decision suspending the production and mailing of individual Social Security Statements. Raising the Payroll Tax Cap. S. 2252: provisions raising the amount of wages subject to payroll taxes.

Department of Veterans Affairs appropriations and its delivery of benefits and services to veterans, their dependents and survivors: HR 4142, HR 4118, HR 4115, HR 4114, HR 4072, HR 4051, HR 4048, HR 4023, HR 3895, HR 3850, HR 3758, HR 3721, HR 3712, HR 3687, HR 3670, HR 3638, HR 3612, HR 3610, HR 3546, HR 3473, HR 3438, HR 3355, HR 3337, HR 3329, HR 3279, HR 3064, HR 3016, HR 2996, HR 2875, HR 2711, HR 2559, HR 2590, HR 2534, HR 2530, HR 2433, HR 2424, HR 2318, HR 2187, HR 2148, HR 2053, HR 2052, HR 2046, HR 1979, HR 1947, HR 1941, HR 1930, HR 1826, HR 1811, HR 1854, HR 1742, HR 1671, HR 1657, HR 1454, HR 1285, HR 1260, HR 1178, HR 1133, HR 1092, HR 813, HR 812, HR 810, HR 809, HR 806, HR 805, HR 803, HR 802, HR 539, HR 465, HR 333, HR 329, HR 309, HR 303, HR 248, HR 240, HR 186, HR 178, HR 120, HR 115, HR 26, HR 7, H.RES 445, H. RES. 376, S 2130, S 2128, S 2004, S 1849, S 1847, S 1823, S 1799, S 1798, S 1689, S 1631, S 1629, S 1474, S 1391, S 1334, S 1253, S 1184, S 1172, S 1154, S 1148, S 1147, S 1124, S 1123, S 1104, S 1060, S 1017, S 951, S 935, S 914, S 910, S 894, S 874, S 873, S 816, S 798, S 769, S 696, S 658, S 633, S 536, S 490, S 423, S 411, S 344, S 260, S 223, S 68, S 67, S.CON.RES. 13, S. RES. 333, S. RES. 160

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

In support of protecting and strengthening the Social Security program including opposition to raising the retirement age, weakening the cost-of-living adjustment program, changing the benefit formula, or means-testing benefits; S.1558/H.R.797, Keeping Our Social Security Promises Act/No Loopholes in Social Security Act, in support of lifting the cap on payroll taxed for Social Security; H.R.539, Preserving Our Promise to Seniors Act, in support of increasing Social Security protection for the most vulnerable.

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

Government targets: Education, Dept of, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Office of Management & Budget (OMB), Office on Violence Against Women, SENATE, Vice President of the U.S., White House Office

Discussed demographics and priorities for AARP members and the 50+ population in general. (no bill) Consolidated Appropriations Act, FY 2012, H.R. 2055, H.R. 3671, H.R. 2017, Consolidated and Further Appropriations Continuing Appropriations Act, H.R. 2112, Continuing Resolution, FY 2012, H.R. 2608 and H.J. Res. 79, 94 and 95 - Lobbied for funding for agencies and programs within jurisdiction of the Labor-HHS Appropriations bill (H.R. 3055/S. 1599), including Social Security Administration operations. Discussion on Automatic IRA proposal to provide automatic individual retirement accounts, funded via payroll deduction, to individuals who work for an employer of a particular size and tenure that do not currently offer a retirement savings vehicle to their employees. (no bill) Discussed Social Security COLA relief. (no bill) H. R. 677/S. 267, Lifetime Income Disclosure Act - Submitted letter of support to the original co-sponsors of the House and Senate versions of the Lifetime Income Disclosure Act. This legislation would provide individulas with a better understanding of the lifemtime value of their 401 (k) plan assets by including in a yearly benefit statement a conversion of their total accrued benefits into a monthly dollar amount as if they had opted to receive a lifetime annuity. H.J. Res.1/S.J. Res.4 - Discussed AARP's concerns about efforts to cutting Social Security benefits as a way of addressing the nation's current budget deficits, including the impact on Social Security of capping spending at a certain level or via balanced budget amendments. S. 1557, the Automatic IRA Act of 2011 - Lobbied on legislation to create automatic individual retirement accounts, funded via payroll deduction, to individuals who work for an employer of a particular size and tenure that do not currently offer a retirement savings vehicle to their employees. Lobbied Congress on excluding cuts to Social Security from the deficit reduction package being developed by the Joint Select Committee on Deficit Reduction. (no bill) Discussed S. 1558, the Keeping Our Social Security Promises Act, legislation to apply payroll taxes to remuneration and earnings from self-employment up to the contribution and benefit base and to remuneration in excess of $250,000. Provided an informational briefing on Social Security. S. 1876, Consumer Price Index for Elderly Consumers Act - Supported legislation to change the index used to calculate annual Social Security COLA's from the CPI-W to the CPI-E. H. R. 539, Preserving Our Promise to Seniors Act - Discussed legislation to make changes pertaining to Social Security, including the use of a new CPI-E index for COLA's, and to provide $250 relief payments to beneficiaries. H. R. 3630/Senate Substitute, Middle Class Tax Relief and Job Creation Act of 2011 - Discussed legislation containing an extension or expansion of the current temporary payroll tax holiday. S. 1917/1944, Middle Class Tax Cut Act of 2011 - Discussed legislation containing an extension or expansion of the current temporary payroll tax holiday. S. 1931, Temporary Tax Holiday and Government Reduction Act - Discussed legislation containing an extension or expansion of the current temporary payroll holiday.

Consumer Price Index for Elderly Consumers. H.R. 798, H.R. 1086, H.R. 776, H.R. 539, H.R. 456, S. 1876: 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 2011. Social Security Cost-of-Living Adjustment. H.R. 776, H.R.539: providing for a Social Security COLA in non-COLA years. Chained CPI (no bill). proposal to replace the current index used to calculate the Social Security COLA with a chained CPI. Social Security Privatization. H.R. 2109, H.R. 2889: provisions converting Social Security to a system of private investment accounts. Social Security Protection. H.R. 1118, H.R. 796, H.R. 1630, S. 582 S.AMDT. 207 to S. 493: provisions removing Social Security Trust Fund receipts and disbursements from the federal budget baseline; limiting Trust Fund proceeds to OASDI purposes; prohibiting increases to the retirement age or the early retirement age, reductions in cost-of-living increases, reductions of benefit payment amounts, or the creation of private retirement accounts carved out of Social Security. Social Security Benefits. S. 1213, S. 804: provisions requiring progressive indexing or modifying cost-of-living adjustments (COLA) to one percent below the general COLA and implementing longevity indexing (i.e., raising the retirement age) of Social Security old-age insurance benefits. Social Security Payroll Tax. H.R. 3630, H.R. 3743, H.R. 3765: proposal to extend the current payroll tax holiday through the end of Calendar Year 2012, increase the percentage reduction from the current 2 percent to 3.1 percent, extend it to employers in certain situations. Social Security Payroll Tax. H.Res. 501: expressing the sense of the House of Representatives that any final measure to extend the payroll tax holiday extend Federally funded unemployment insurance benefits and prevent decreases in reimbursement for physicians who provide care to Medicare beneficiaries. Social Security Government Pension Offset (GPO) and Windfall Elimination Provision (WEP). H.R. 1332, S. 113: provisions repealing the GPO and/or WEP. Annual Social Security Statements (No bill). Options to modify the Social Security Administrations decision suspending the production and mailing of individual Social Security Statements. Public Pension Modifications (no bill). Proposals safeguarding spousal benefits with respect to Civil Service Retirement System (CSRS) pensions, the Thrift Savings Plan (TSP) and the Federal Employees Retirement System (FERS). Womens Pension Improvements and Protections (no bill). Proposals to improve working womens pension plan participation and pension account accumulation, and safeguard spousal pension rights at divorce. Joint Select Committee on Deficit Reduction. H.Con. Res.72: resolution expressing the sense of Congress that any legislative language approved by the Joint Select Committee on Deficit Reduction should not reduce benefits for Social Security, Medicare, and Medicaid recipients. Raising the Payroll Tax Cap. S. 1558, H.R. 797: provisions raising the amount of wages subject to payroll taxes.

H.R.1 Full-Year Continuing Appropriations Act, 2011 Making appropriations for the Department of Defense and the other departments and agencies of the Government for the fiscal year ending September 30, 2011, and for other purposes. H.R.150 Senior Citizens Tax Elimination Act Amends the Internal Revenue Code to repeal the inclusion of any social security or tier I railroad retirement benefits in gross income. Appropriates funds to cover reductions in transfers to the Social Security and Railroad Retirement Trust Funds resulting from the enactment of this Act. Expresses the sense of Congress against using tax increases to provide revenue necessary to carry out this Act. Affects retired members. H.R.539 Preserving Our Promise to Seniors Act Directs the Secretary of the Treasury to disburse a cash payment of $250 (adjusted for inflation) for each non-COLA year to certain recipients of OASDI benefits, railroad retirement benefits, veterans disability compensation or pension benefits, or Supplemental Security Income (SSI) benefits under SSA title XVI. Affects retired members. H.R.1473 Department of Defense and Full-Year Continuing Appropriations Act, 2011. Title I: General Provisions. It cuts funding for DOL training programs, eliminates appropriations to the Federal Railroad Administration (FRA) railroad safety technology program. Eliminates appropriations for FRA capital assistance for high speed rail corridors and intercity passenger rail service (with a rescission of prior year unobligated balances). Cuts spending in areas that are important to middle class working families and TCU members. H.R.2350 Protecting Taxpayers in Transportation Asset Transfers Act. To secure public investments in transportation infrastructure. Allows for the use of any alternative analysis or environmental impact report relating the Project to satisfy Federal Railroad Administration capital assistance requirements for new fixed guideway capital projects. Supports the concept of this Bill to protect Tax Payers and Amtrak employees from private companies taking over companies like Amtrak. (Clean up the Bill is intended to stop the Mica Bill to privatize Amtrak.) S.1378 Savings Through Eligibility Fairness Act. To ensure that Social Security and Tier 1 Railroad Retirement benefits are properly taken into account for purposes of determining eligibility for Medicaid and for the refundable credit for coverage under a qualified health plan. Making sure our members get proper credit.

H.R.1 Full-Year Continuing Appropriations Act, 2011 Making appropriations for the Department of Defense and the other departments and agencies of the Government for the fiscal year ending September 30, 2011, and for other purposes. H.AMDT.75 to H.R.1 Amendment sought to reduce the funding for AMTRAK Capitol by $446.9 million. Amendment sought to reduce the funding for AMTRAK Capitol by $446.9 million. H.R.28 Expressing the sense of the House of Representatives that the Transportation Security Administration should, in accordance with existing law, enhance security against terrorist attack and other security threats to our Nation's rail and mass transit systems and other modes of surface transportation; and for other purposes. Work to make the nations transportation systems safer. H.R.150 Senior Citizens Tax Elimination Act Amends the Internal Revenue Code to repeal the inclusion of any social security or tier I railroad retirement benefits in gross income. Appropriates funds to cover reductions in transfers to the Social Security and Railroad Retirement Trust Funds resulting from the enactment of this Act. Expresses the sense of Congress against using tax increases to provide revenue necessary to carry out this Act. Affects retired members. H.R.539 Preserving Our Promise to Seniors Act Directs the Secretary of the Treasury to disburse a cash payment of $250 (adjusted for inflation) for each non-COLA year to certain recipients of OASDI benefits, railroad retirement benefits, veterans disability compensation or pension benefits, or Supplemental Security Income (SSI) benefits under SSA title XVI. Affects retired members. H.R.910 Energy Tax Prevention Act of 2011. Amends the Clean Air Act to prohibit the Administrator of the Environmental Protection Agency (EPA) from promulgating any regulation concerning, taking action relating to, or taking into consideration the emission of a greenhouse gas (GHG) to address climate change. Would help protect fossil fuels and jobs related to coal industry, important for railroad jobs. S. 1549 American Jobs Act of 2011 To provide tax relief for American workers and businesses, to put workers back on the job while rebuilding and modernizing America, and to provide pathways back to work for Americans looking for jobs. To put middle class workers back to work.

H.R.1 Full-Year Continuing Appropriations Act, 2011 Making appropriations for the Department of Defense and the other departments and agencies of the Government for the fiscal year ending September 30, 2011, and for other purposes. H.AMDT.75 to H.R.1 Amendment sought to reduce the funding for AMTRAK Capitol by $446.9 million. Amendment sought to reduce the funding for AMTRAK Capitol by $446.9 million. H.R.28 Expressing the sense of the House of Representatives that the Transportation Security Administration should, in accordance with existing law, enhance security against terrorist attack and other security threats to our Nation's rail and mass transit systems and other modes of surface transportation; and for other purposes. Work to make the nations transportation systems safer. H.R.150 Senior Citizens Tax Elimination Act Amends the Internal Revenue Code to repeal the inclusion of any social security or tier I railroad retirement benefits in gross income. Appropriates funds to cover reductions in transfers to the Social Security and Railroad Retirement Trust Funds resulting from the enactment of this Act. Expresses the sense of Congress against using tax increases to provide revenue necessary to carry out this Act. Affects retired members. H.R.539 Preserving Our Promise to Seniors Act Directs the Secretary of the Treasury to disburse a cash payment of $250 (adjusted for inflation) for each non-COLA year to certain recipients of OASDI benefits, railroad retirement benefits, veterans disability compensation or pension benefits, or Supplemental Security Income (SSI) benefits under SSA title XVI. Affects retired members. H.R.910 Energy Tax Prevention Act of 2011. Amends the Clean Air Act to prohibit the Administrator of the Environmental Protection Agency (EPA) from promulgating any regulation concerning, taking action relating to, or taking into consideration the emission of a greenhouse gas (GHG) to address climate change. Would help protect fossil fuels and jobs related to coal industry, important for railroad jobs. S. 1549 American Jobs Act of 2011 To provide tax relief for American workers and businesses, to put workers back on the job while rebuilding and modernizing America, and to provide pathways back to work for Americans looking for jobs. To put middle class workers back to work.

H.R.1 Full-Year Continuing Appropriations Act, 2011 Making appropriations for the Department of Defense and the other departments and agencies of the Government for the fiscal year ending September 30, 2011, and for other purposes. H.R.150 Senior Citizens Tax Elimination Act Amends the Internal Revenue Code to repeal the inclusion of any social security or tier I railroad retirement benefits in gross income. Appropriates funds to cover reductions in transfers to the Social Security and Railroad Retirement Trust Funds resulting from the enactment of this Act. Expresses the sense of Congress against using tax increases to provide revenue necessary to carry out this Act. Affects retired members. H.R.539 Preserving Our Promise to Seniors Act Directs the Secretary of the Treasury to disburse a cash payment of $250 (adjusted for inflation) for each non-COLA year to certain recipients of OASDI benefits, railroad retirement benefits, veterans disability compensation or pension benefits, or Supplemental Security Income (SSI) benefits under SSA title XVI. Affects retired members. H.R.1473 Department of Defense and Full-Year Continuing Appropriations Act, 2011. Title I: General Provisions. It cuts funding for DOL training programs, eliminates appropriations to the Federal Railroad Administration (FRA) railroad safety technology program. Eliminates appropriations for FRA capital assistance for high speed rail corridors and intercity passenger rail service (with a rescission of prior year unobligated balances). Cuts spending in areas that are important to middle class working families and TCU members. H.R.2350 Protecting Taxpayers in Transportation Asset Transfers Act. To secure public investments in transportation infrastructure. Allows for the use of any alternative analysis or environmental impact report relating the Project to satisfy Federal Railroad Administration capital assistance requirements for new fixed guideway capital projects. Supports the concept of this Bill to protect Tax Payers and Amtrak employees from private companies taking over companies like Amtrak. (Clean up the Bill is intended to stop the Mica Bill to privatize Amtrak.) S.1378 Savings Through Eligibility Fairness Act. To ensure that Social Security and Tier 1 Railroad Retirement benefits are properly taken into account for purposes of determining eligibility for Medicaid and for the refundable credit for coverage under a qualified health plan. Making sure our members get proper credit.

Department of Veterans Affairs appropriations and its delivery of benefits and services to veterans, their dependents and survivors: HR 3355, HR 3337, HR 3329, HR 3279, HR 3064, HR 3016, HR 2996, HR 2875, HR 2711, HR 2559, HR 2590, HR 2534, HR 2530, HR 2433, HR 2424, HR 2318, HR 2187, HR 2148, HR 2053, HR 2052, HR 2046, HR 1979, HR 1947, HR 1941, HR 1930, HR 1826, HR 1811, HR 1854, HR 1742, HR 1671, HR 1657, HR 1454, HR 1285, HR 1260, HR 1178, HR 1133, HR 1092, HR 813, HR 812, HR 810, HR 809, HR 806, HR 805, HR 803, HR 802, HR 539, HR 465, HR 333, HR 329, HR 309, HR 303, HR 248, HR 240, HR 186, HR 178, HR 120, HR 115, HR 26, H.RES 445, H. RES. 376, S 1849, S 1847, S 1823, S 1799, S 1798, S 1689, S 1629, S 1474, S 1391, S 1334, S 1253, S 1184, S 1172, S 1154, S 1148, S 1147, S 1124, S 1123, S 1104, S 1060, S 1017, S 951, S 935, S 914, S 910, S 894, S 874, S 873, S 816, S 798, S 769, S 696, S 658, S 536, S 490, S 423, S 411, S 344, S 260, S 223, S 68, S 67, S.CON.RES. 13, S. RES. 160

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

1. Social Security, potential impact from the deliberations of the Joint Select Committee on Deficit Reduction 2. H.R. 539, Preserving Our Promise to Seniors Act, entire bill 3. S. 1876, Consumer Price Index for Elderly Consumers Act, entire bill 4. Appointments to the Pension Benefit Guaranty Corporation Advisory Committee

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

Government targets: Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), SENATE

1. Social Security issues regarding the formula for cost of living adjustments, payroll tax withholding rates and coverage, and benefit levels 2. H.R. 539, Preserving Our Promise to Seniors Act, entire bill

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

Government targets: Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE

H.R.1 Full-Year Continuing Appropriations Act, 2011 Making appropriations for the Department of Defense and the other departments and agencies of the Government for the fiscal year ending September 30, 2011, and for other purposes. H.R.150 Senior Citizens Tax Elimination Act Amends the Internal Revenue Code to repeal the inclusion of any social security or tier I railroad retirement benefits in gross income. Appropriates funds to cover reductions in transfers to the Social Security and Railroad Retirement Trust Funds resulting from the enactment of this Act. Expresses the sense of Congress against using tax increases to provide revenue necessary to carry out this Act. Affects retired members. H.R.539 Preserving Our Promise to Seniors Act Directs the Secretary of the Treasury to disburse a cash payment of $250 (adjusted for inflation) for each non-COLA year to certain recipients of OASDI benefits, railroad retirement benefits, veterans disability compensation or pension benefits, or Supplemental Security Income (SSI) benefits under SSA title XVI. Affects retired members. H.R.1473 Department of Defense and Full-Year Continuing Appropriations Act, 2011. Title I: General Provisions. It cuts funding for DOL training programs, eliminates appropriations to the Federal Railroad Administration (FRA) railroad safety technology program. Eliminates appropriations for FRA capital assistance for high speed rail corridors and intercity passenger rail service (with a rescission of prior year unobligated balances). Cuts spending in areas that are important to middle class working families and TCU members. H.R.2350 Protecting Taxpayers in Transportation Asset Transfers Act. To secure public investments in transportation infrastructure. Allows for the use of any alternative analysis or environmental impact report relating the Project to satisfy Federal Railroad Administration capital assistance requirements for new fixed guideway capital projects. Supports the concept of this Bill to protect Tax Payers and Amtrak employees from private companies taking over companies like Amtrak. (Clean up the Bill is intended to stop the Mica Bill to privatize Amtrak.) S.1378 Savings Through Eligibility Fairness Act. To ensure that Social Security and Tier 1 Railroad Retirement benefits are properly taken into account for purposes of determining eligibility for Medicaid and for the refundable credit for coverage under a qualified health plan. Making sure our members get proper credit.

H.R.1 Full-Year Continuing Appropriations Act, 2011 Making appropriations for the Department of Defense and the other departments and agencies of the Government for the fiscal year ending September 30, 2011, and for other purposes. H.AMDT.75 to H.R.1 Amendment sought to reduce the funding for AMTRAK Capitol by $446.9 million. Amendment sought to reduce the funding for AMTRAK Capitol by $446.9 million. H.R.28 Expressing the sense of the House of Representatives that the Transportation Security Administration should, in accordance with existing law, enhance security against terrorist attack and other security threats to our Nation's rail and mass transit systems and other modes of surface transportation; and for other purposes. Work to make the nations transportation systems safer. H.R.150 Senior Citizens Tax Elimination Act Amends the Internal Revenue Code to repeal the inclusion of any social security or tier I railroad retirement benefits in gross income. Appropriates funds to cover reductions in transfers to the Social Security and Railroad Retirement Trust Funds resulting from the enactment of this Act. Expresses the sense of Congress against using tax increases to provide revenue necessary to carry out this Act. Affects retired members. H.R.539 Preserving Our Promise to Seniors Act Directs the Secretary of the Treasury to disburse a cash payment of $250 (adjusted for inflation) for each non-COLA year to certain recipients of OASDI benefits, railroad retirement benefits, veterans disability compensation or pension benefits, or Supplemental Security Income (SSI) benefits under SSA title XVI. Affects retired members. H.R.910 Energy Tax Prevention Act of 2011. Amends the Clean Air Act to prohibit the Administrator of the Environmental Protection Agency (EPA) from promulgating any regulation concerning, taking action relating to, or taking into consideration the emission of a greenhouse gas (GHG) to address climate change. Would help protect fossil fuels and jobs related to coal industry, important for railroad jobs. S. 1549 American Jobs Act of 2011 To provide tax relief for American workers and businesses, to put workers back on the job while rebuilding and modernizing America, and to provide pathways back to work for Americans looking for jobs. To put middle class workers back to work.

Department of Veterans Affairs appropriations and its delivery of benefits and services to veterans, their dependents and survivors: HR 3016, HR 2996, HR 2875, HR 2711, HR 2559, HR 2590, HR 2534, HR 2530, HR 2433, HR 2424, HR 2318, HR 2187, HR 2148, HR 2053, HR 2052, HR 2046, HR 1979, HR 1947, HR 1941, HR 1930, HR 1826, HR 1811, HR 1854, HR 1742, HR 1671, HR 1657, HR 1454, HR 1285, HR 1260, HR 1178, HR 1133, HR 1092, HR 813, HR 812, HR 810, HR 809, HR 806, HR 805, HR 803, HR 802, HR 539, HR 465, HR 333, HR 329, HR 309, HR 303, HR 248, HR 240, HR 186, HR 178, HR 120, HR 115, HR 26, H. RES. 376, S 1474, S 1391, S 1334, S 1253, S 1184, S 1172, S 1154, S 1148, S 1147, S 1124, S 1123, S 1104, S 1060, S 1017, S 951, S 935, S 914, S 910, S 894, S 874, S 873, S 816, S 798, S 769, S 696, S 658, S 536, S 490, S 423, S 411, S 344, S 260, S 223, S 68, S 67, S.CON.RES. 13, S. RES. 160

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

Consumer Price Index for Elderly Consumers. H.R. 798, H.R. 1086, H.R. 776, H.R. 539, H.R. 456: 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 2011. Social Security Cost-of-Living Adjustment. H.R. 776, H.R.539: providing for a Social Security COLA in non-COLA years. Chained CPI (No bill). proposal to replace the current index used to calculate the Social Security COLA with a chained CPI. Social Security Privatization. H.R. 2109, H.R. 2889: provisions converting Social Security to a system of private investment accounts. Social Security Protection. H.R. 1118, H.R. 796, H.R. 1630, S. 582 S.AMDT. 207 to S. 493: provisions removing Social Security Trust Fund receipts and disbursements from the federal budget baseline; limiting Trust Fund proceeds to OASDI purposes; prohibiting increases to the retirement age or the early retirement age, reductions in cost-of-living increases, reductions of benefit payment amounts, or the creation of private retirement accounts carved out of Social Security. Social Security Benefits. S. 1213, S. 804: provisions requiring progressive indexing or modifying cost-of-living adjustments (COLA) to one percent below the general COLA and implementing longevity indexing (i.e., raising the retirement age) of Social Security old-age insurance benefits. Social Security Payroll Tax (No bill). Proposal to extend the current payroll tax holiday through the end of Calendar Year 2012, increase the percentage reduction from the current 2 percent to 3.1 percent, and extend it to employers in certain situations. Social Security Government Pension Offset (GPO) and Windfall Elimination Provision (WEP). H.R. 1332, S. 113: provisions repealing the GPO and/or WEP. Annual Social Security Statements (No bill). Options to modify the Social Security Administrations decision suspending the production and mailing of individual Social Security Statements. Public Pension Modifications (No bill). Proposals safeguarding spousal benefits with respect to Civil Service Retirement System (CSRS) pensions, the Thrift Savings Plan (TSP) and the Federal Employees Retirement System (FERS). Womens Pension Improvements and Protections (No bill). Proposals to improve working womens pension plan participation and pension account accumulation, and safeguard spousal pension rights at divorce. Joint Select Committee on Deficit Reduction. H.Con. Res.72: Resolution expressing the sense of Congress that any legislative language approved by the Joint Select Committee on Deficit Reduction should not reduce benefits for Social Security, Medicare, and Medicaid recipients. Raising the Payroll Tax Cap. S. 1558, H.R. 797: provisions raising the amount of wages subject to payroll taxes.

H.R.1 Full-Year Continuing Appropriations Act, 2011 Making appropriations for the Department of Defense and the other departments and agencies of the Government for the fiscal year ending September 30, 2011, and for other purposes. H.R.150 Senior Citizens Tax Elimination Act Amends the Internal Revenue Code to repeal the inclusion of any social security or tier I railroad retirement benefits in gross income. Appropriates funds to cover reductions in transfers to the Social Security and Railroad Retirement Trust Funds resulting from the enactment of this Act. Expresses the sense of Congress against using tax increases to provide revenue necessary to carry out this Act. Affects retired members. H.R.539 Preserving Our Promise to Seniors Act Directs the Secretary of the Treasury to disburse a cash payment of $250 (adjusted for inflation) for each non-COLA year to certain recipients of OASDI benefits, railroad retirement benefits, veterans disability compensation or pension benefits, or Supplemental Security Income (SSI) benefits under SSA title XVI. Affects retired members. H.R.1473 Department of Defense and Full-Year Continuing Appropriations Act, 2011. Title I: General Provisions. It cuts funding for DOL training programs, eliminates appropriations to the Federal Railroad Administration (FRA) railroad safety technology program. Eliminates appropriations for FRA capital assistance for high speed rail corridors and intercity passenger rail service (with a rescission of prior year unobligated balances). Cuts spending in areas that are important to middle class working families and TCU members. H.R.2350 Protecting Taxpayers in Transportation Asset Transfers Act. To secure public investments in transportation infrastructure. Allows for the use of any alternative analysis or environmental impact report relating the Project to satisfy Federal Railroad Administration capital assistance requirements for new fixed guideway capital projects. Supports the concept of this Bill to protect Tax Payers and Amtrak employees from private companies taking over companies like Amtrak. (Clean up the Bill is intended to stop the Mica Bill to privatize Amtrak.)

H.R.1 Full-Year Continuing Appropriations Act, 2011 Making appropriations for the Department of Defense and the other departments and agencies of the Government for the fiscal year ending September 30, 2011, and for other purposes. H.AMDT.75 to H.R.1 Amendment sought to reduce the funding for AMTRAK Capitol by $446.9 million. Amendment sought to reduce the funding for AMTRAK Capitol by $446.9 million. H.R.28 Expressing the sense of the House of Representatives that the Transportation Security Administration should, in accordance with existing law, enhance security against terrorist attack and other security threats to our Nation's rail and mass transit systems and other modes of surface transportation; and for other purposes. Work to make the nations transportation systems safer. H.R.150 Senior Citizens Tax Elimination Act Amends the Internal Revenue Code to repeal the inclusion of any social security or tier I railroad retirement benefits in gross income. Appropriates funds to cover reductions in transfers to the Social Security and Railroad Retirement Trust Funds resulting from the enactment of this Act. Expresses the sense of Congress against using tax increases to provide revenue necessary to carry out this Act. Affects retired members. H.R.539 Preserving Our Promise to Seniors Act Directs the Secretary of the Treasury to disburse a cash payment of $250 (adjusted for inflation) for each non-COLA year to certain recipients of OASDI benefits, railroad retirement benefits, veterans disability compensation or pension benefits, or Supplemental Security Income (SSI) benefits under SSA title XVI. Affects retired members. H.R.910 Energy Tax Prevention Act of 2011. Amends the Clean Air Act to prohibit the Administrator of the Environmental Protection Agency (EPA) from promulgating any regulation concerning, taking action relating to, or taking into consideration the emission of a greenhouse gas (GHG) to address climate change. Would help protect fossil fuels and jobs related to coal industry, important for railroad jobs.

Consumer Price Index for Elderly Consumers. H.R. 798, H.R. 1086, H.R. 776, H.R. 539, H.R. 456: provisions establishing a consumer price index for elderly consumers (CPI-E) to compute Cost-of-Living Adjustments for Social Security and Medicare benefits and authorizing a Cost-of-Living Adjustment for Social Security recipients in 2011. Social Security Cost-of-Living Adjustment. H.R. 776, H.R. 539: providing for a Social Security COLA in non-COLA years. Social Security Privatization. H.R. 1118, H.R. 796, H.R. 1630, S. 582, S. AMDT 207 to S. 493: provisions removing Social Security Trust Fund receipts and disbursements from the federal budget baseline; limiting Trust Fund proceeds to OASDI purposes; prohibiting increases to the retirement age or the early retirement age, reductions in Cost-of-Living increases, reductions of benefit payment amounts, or the creation of private retirement accounts carved out of Social SEcurity. Social Security Benefits. S. 1213, S. 804: provisions requiring progressive indexing or modifying Cost-of-Living Adjustments (COLA) to one percent below the "general COLA" and implementing longevity indexing (i.e., raising the retirement age) of Social Security old-age insurance benefits. Social Security Payroll Tax (No bill). Proposal to extend the current two percentage point reduction in an employee's Social Security tax rate through the end of Calendar Year 2012 and to expand the reduction to the employer's tax contribution.

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

1. Social Security issues regarding the formula for cost of living adjustments, payroll tax withholding rates, and benefit levels 2. H.R. 539, Preserving Our Promise to Seniors Act, entire bill

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

Government targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE

Consumer Price Index for Elderly Consumers. H.R. 798, H.R. 1086, H.R. 776, H.R. 539, H.R. 456: 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 2011. Social Security Cost-of-Living Adjustment. H.R. 776, H.R.539: providing for a Social Security COLA in non-COLA years. Social Security Privatization. H.R. 2109: provisions converting Social Security to a system of private investment accounts. Social Security Protection. H.R. 1118, H.R. 796, H.R. 1630, S. 582 S.AMDT. 207 to S. 493: provisions removing Social Security Trust Fund receipts and disbursements from the federal budget baseline; limiting Trust Fund proceeds to OASDI purposes; prohibiting increases to the retirement age or the early retirement age, reductions in cost-of-living increases, reductions of benefit payment amounts, or the creation of private retirement accounts carved out of Social Security. Social Security Benefits. S. 1213, S. 804: provisions requiring progressive indexing or modifying cost-of-living adjustments (COLA) to one percent below the general COLA and implementing longevity indexing (i.e., raising the retirement age) of Social Security old-age insurance benefits. Social Security Payroll Tax (No bill). Proposal to extend the current two percentage point reduction in an employees Social Security tax rate through the end of Calendar Year 2012. Social Security Government Pension Offset (GPO) and Windfall Elimination Provision (WEP). H.R. 1332, S. 113: provisions repealing the GPO and/or WEP. Older Americans Act (No bill). Recommendations for Fiscal Year 2011 reauthorizations. Public Pension Modifications (no bill). Proposals safeguarding spousal benefits with respect to Civil Service Retirement System (CSRS) pensions, the Thrift Savings Plan (TSP) and the Federal Employees Retirement System (FERS). Womens Pension Improvements and Protections (no bill). Proposals to improve working womens pension plan participation and pension account accumulation, and safeguard spousal pension rights at divorce.

Department of Veterans Affairs appropriations and its delivery of benefits and services to veterans, their dependents and survivors: HR 5360, HR 5225, HR 5120, HR 4894, HR 4887, HR 4477, HR 4048, HR 3949, HR 3491, HR 3219, HR 3155, HR 3082, HR 2990, HR 2980, HR 2898, HR 2879, HR 2770, HR 2738, HR 2734, HR 2713, HR 2583, HR 2573, HR 2443, HR 2419, HR 2389, HR 2388, HR 2383, HR 2377, HR 2342, HR 2300, HR 2254, HR 2187, HR 2180, HR 2148, HR 2055, HR 2053, HR 2052, HR 2046, HR 1979, HR 1947, HR 1941, HR 1930, HR 1879, HR 1854, HR 1826, HR 1818, HR 1811, HR 1742, HR 1671, HR 1657, HR 1546, HR 1454, HR 1388, HR 1377, HR 1335, HR 1302, HR 1293, HR 1285, HR 1260, HR 1211, HR 1204, HR 1203, HR 1197, HR 1178, HR 1171, HR 1169, HR 1133, HR 1092, HR 1088, HR 1017, HR 1016, HR 953, HR 952, HR 816, HR 813, HR 812, HR 811, HR 810, HR 809, HR 806, HR 805, HR 803, HR 802, HR 775, HR 667, HR 658, HR 612, HR 593, HR 539, HR 466, HR 465, HR 456, HR 411, HR 341, HR 333, HR 329, HR 309, HR 303, HR 297, HR 296, HR 295, HR 294, HR 293, HR 248, HR 240, H.RES. 261, HR 186, HR 178, HR 177, HR 120, HR 115, HR 114, HR 108, H. Con. Res 85, HR 32, HR 26, S 3234, S 3148, S 1963, S 1939, S 1779, S 1407, S 1237, S 1204, S 1184, S 1172, S 1154, S 1148, S 1147, S 1127, S 1124, S 1123, S 1104, S 1060, S 1017, S 951, S 944, S 935, S 914, S 910, S 894, S 874, S 873, S 847, S 821, S 820, S 816, S 801, S 798, S 769, S 728, S 696, S 658, S 642, S 597, S. 546, S 536, S 535, S 490, S 423, S 411, S 407, S 404, S 344, S 277, S 260, S 252, S 223, S 66, S 68, S 67, S. Con. Res 60, S. Con. Res. 13, S. Res. 160

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

H.R.1 Full-Year Continuing Appropriations Act, 2011 Making appropriations for the Department of Defense and the other departments and agencies of the Government for the fiscal year ending September 30, 2011, and for other purposes. H.R.150 Senior Citizens Tax Elimination Act Amends the Internal Revenue Code to repeal the inclusion of any social security or tier I railroad retirement benefits in gross income. Appropriates funds to cover reductions in transfers to the Social Security and Railroad Retirement Trust Funds resulting from the enactment of this Act. Expresses the sense of Congress against using tax increases to provide revenue necessary to carry out this Act. Affects retired members. H.R.539 Preserving Our Promise to Seniors Act Directs the Secretary of the Treasury to disburse a cash payment of $250 (adjusted for inflation) for each non-COLA year to certain recipients of OASDI benefits, railroad retirement benefits, veterans disability compensation or pension benefits, or Supplemental Security Income (SSI) benefits under SSA title XVI. Affects retired members.

Client expense: $233,000 · Firm income: Not reported

H.R.1 Full-Year Continuing Appropriations Act, 2011 Making appropriations for the Department of Defense and the other departments and agencies of the Government for the fiscal year ending September 30, 2011, and for other purposes. H.AMDT.75 to H.R.1 Amendment sought to reduce the funding for AMTRAK Capitol by $446.9 million. Amendment sought to reduce the funding for AMTRAK Capitol by $446.9 million. H.R.28 Expressing the sense of the House of Representatives that the Transportation Security Administration should, in accordance with existing law, enhance security against terrorist attack and other security threats to our Nation's rail and mass transit systems and other modes of surface transportation; and for other purposes. Work to make the nations transportation systems safer. H.R.150 Senior Citizens Tax Elimination Act Amends the Internal Revenue Code to repeal the inclusion of any social security or tier I railroad retirement benefits in gross income. Appropriates funds to cover reductions in transfers to the Social Security and Railroad Retirement Trust Funds resulting from the enactment of this Act. Expresses the sense of Congress against using tax increases to provide revenue necessary to carry out this Act. Affects retired members. H.R.539 Preserving Our Promise to Seniors Act Directs the Secretary of the Treasury to disburse a cash payment of $250 (adjusted for inflation) for each non-COLA year to certain recipients of OASDI benefits, railroad retirement benefits, veterans disability compensation or pension benefits, or Supplemental Security Income (SSI) benefits under SSA title XVI. Affects retired members. H.R.910 Energy Tax Prevention Act of 2011. Amends the Clean Air Act to prohibit the Administrator of the Environmental Protection Agency (EPA) from promulgating any regulation concerning, taking action relating to, or taking into consideration the emission of a greenhouse gas (GHG) to address climate change. Would help protect fossil fuels and jobs related to coal industry, important for railroad jobs.

Social Security Protection. S.AMDT. 207 (to S. 493): prohibiting reductions to Social Security benefits for deficit reduction purposes. Social Security Protection. H.R. 1118, H.R. 796, S. 582: provisions removing Social Security Trust Fund receipts and disbursements from the federal budget baseline; limiting Trust Fund proceeds to OASDI purposes; prohibiting increases to the retirement age or the early retirement age, reductions in cost-of-living increases, reductions of benefit payment amounts, or creation of private retirement accounts carved out of Social Security; establishing a point of order against legislation that would reduce benefits or privatize Social Security. Social Security Lock Box. S. 123: provisions amending the Congressional Budget Act of 1974 relating to Social Security Trust Fund totals and requiring presidential budget submissions to Congress to include a detailed proposal for Social Security reform legislation. Consumer Price Index for Elderly Consumers. H.R. 798, H.R. 1086, H.R. 776, H.R. 539, H.R. 456: provisions establishing a consumer price index for elderly consumers (CPI-E) for the purpose of computing Social Security and Medicare benefit cost-of-living increases, and authorizing a cost-of living adjustment for Social Security recipients in 2011. Social Security Cost-of-Living Adjustment. H.R. 776, H.R. 539: providing for a Social Security COLA in non-COLA years. Social Security Privatization. H.R. 107, H.R. 4529: provisions converting Social Security to a system of private investment accounts. Social Security Benefits. S. 426: provision requiring progressive indexing and longevity indexing of Social Security old-age insurance benefits. Social Security Government Pension Offset (GPO) and Windfall Elimination Provision (WEP). H.R. 1332, S. 113: provisions repealing the GPO and/or WEP. Public Pension Modifications (no bill): proposals safeguarding spousal benefits with respect to Civil Service Retirement System (CSRS) pensions, the Thrift Savings Plan (TSP) and the Federal Employees Retirement System (FERS). Womens Pension Improvements and Protections (no bill): proposals to improve working womens pension plan participation and pension account accumulation, and safeguard spousal pension rights at divorce.

Department of Veterans Affairs appropriations and its delivery of benefits and services to veterans, their dependents and survivors: HR 5360, HR 5225, HR 5120, HR 4894, HR 4887, HR 4477, HR 4048, HR 3949, HR 3491, HR 3219, HR 3155, HR 3082, HR 2990, HR 2980, HR 2898, HR 2879, HR 2770, HR 2738, HR 2734, HR 2713, HR 2583, HR 2573, HR 2419, HR 2389, HR 2342, HR 2254, HR 2180, HR 1879, HR 1818, HR 1546, HR 1388, HR 1377, HR 1335, HR 1302, HR 1293, HR 1211, HR 1204, HR 1203, HR 1197, HR 1178, HR 1171, HR 1169, HR 1133, HR 1092, HR 1088, HR 1017, HR 1016, HR 953, HR 952, HR 816, HR 813, HR 811, HR 810, HR 809, HR 806, HR 805, HR 803, HR 775, HR 667, HR 658, HR 612, HR 593, HR 539, HR 466, HR 465, HR 456, HR 411, HR 341, HR 333, HR 329, HR 309, HR 303, HR 297, HR 296, HR 295, HR 294, HR 293, HR 248, HR 240, H.RES. 261, HR 186, HR 178, HR 177, HR 120, HR 115, HR 114, HR 108, H. Con. Res 85, HR 32, HR 26, S 3234, S 3148, S 1963, S 1939, S 1779, S 1407, S 1237, S 1204, S 944, S 847, S 821, S 820, S 801, S 728, S 658, S 642, S 597, S. 546, S 536, S 535, S 490, S 423, S 411, S 407, S 404, S 344, S 277, S 260, S 252, S 223, S 66, S 68, S 67, S. Con. Res 60, S. Con. Res. 13

Client expense: $200,000 · Firm income: Not reported