Equal Treatment of Public Servants Act of 2015

H. Res 393:Social Security Expansion/Resolution Budget Bill; social security disability insurance Retirement Security: Multiple employer plans, portable benefits H.R. 711: Equal Treatment of Public Servants Act of 2015 House Republican Budget Resolution: Social Security Cuts ERISA Fiduciary duties, portable retirement benefits H.R. 5367: Seniors Security Act S. 2427 Disability Integration Act S. 293 SAVE Benefits Act SS trustees report Senate LHHS appropriations (SSA funding) H.R. 5367: Seniors Security Act of 2016: Medicare premiums Medicare: CMS proposed rule re: medicare part B prescription Social Security Benefit expansion & solvency bill Social Security Administration effective management PBGC Premiums

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

Government targets: Defense, Dept of (DOD), Election Assistance Commission (EAC), Energy, Dept of, Equal Employment Opportunity Commission (EEOC), Federal Communications Commission (FCC), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Labor Relations Board (NLRB), Occupational Safety & Health Administration (OSHA), Office of Management & Budget (OMB), SENATE, Securities & Exchange Commission (SEC), Social Security Administration (SSA), State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office

H. Res 393:Social Security Expansion/Resolution H.R. 3967: Student Debt/social security: garnished wage S. 2251/H.R. 4144: SAVE Benefits Act Budget Bill; social security disability insurance S. 2387: Protection of Social Security benefits Restoration Act Retirement Security: Retirement Plan Coverage, Investment Advice H.R. 711: Equal Treatment of Public Servants Act of 2015 H.R. 4529: Social Security Parent Penalty Repeal Act House Republican Budget Resolution: Social Security Cuts Regulatory Comments: retirement plan implementation by states ERISA Fiduciary Rule

Client expense: $800,000 · Firm income: Not reported

Government targets: Centers For Medicare and Medicaid Services (CMS), Defense, Dept of (DOD), Education, Dept of, Energy, Dept of, Environmental Protection Agency (EPA), Equal Employment Opportunity Commission (EEOC), Federal Communications Commission (FCC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Labor Relations Board (NLRB), Occupational Safety & Health Administration (OSHA), Office of Management & Budget (OMB), SENATE, Securities & Exchange Commission (SEC), Social Security Administration (SSA), State, Dept of (DOS), Treasury, Dept of, U.S. Immigration & Customs Enforcement (ICE), U.S. International Trade Commission (ITC), U.S. Trade Representative (USTR), White House Office

Nominations for Secretaries of Education, Health and Human Services, Attorney General HR 711- Equal Treatment of Public Servants Act Garland Nomination for Supreme Court HR 5982- Midnight Rules Relief Act of 2016

Client expense: $550,000 · Firm income: Not reported

Government targets: Equal Employment Opportunity Commission (EEOC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Social Security Administration (SSA), Substance Abuse & Mental Health Services Administration (SAMHSA), Treasury, Dept of, White House Office

1 Opposition to H.R. 4822, the Public Employee Pension Transparency Act (PEPTA) and to the annuity accumulation plan proposed by Sen. Hatch; general support for defined benefit retirement plans; and general opposition to legislation that would undermined the independence of state and local employee pension plans. 2 Support for H.R. 711 "The Equal Protection of Public Servants Act of 2015"

Client expense: Not reported · Firm income: $20,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

1 Opposition to H.R. 4822, the Public Employee Pension Transparency Act (PEPTA) and to the annuity accumulation plan proposed by Sen. Hatch; general support for defined benefit retirement plans; and general opposition to legislation that would undermined the independence of state and local employee pension plans. 2 Support for H.R. 711 "The Equal Protection of Public Servants Act of 2015"

Client expense: Not reported · Firm income: $20,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Support for H.R. 711 The Equal Treatment of Public Servants Act of 2015.

Client expense: Not reported · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Support for H.R. 711 The Equal Treatment of Public Servants Act of 2015.

Client expense: Not reported · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 2317, Lifetime Income Disclosure Act - Discussed bill. S. 3040, H.R. 5926, H.R. 5325, H.R. 2028, Labor, Health and Human Services Appropriations bill, FY 2017 Discussed potential hostile riders concerning DOL fiduciary duty rules with House and Senate Appropriations Committee staff. Discussed SSA FY 2017 and FY 2018 funding levels (SSA, OMB). Discussed Social Security, SSDI, retirement savings issues, multiemployer pension issues, fiduciary duty issues and retirement fees (House, Senate). Discussed multiemployer pension issues (WH, PBGC, Treasury, DOL). Discussed state sponsored non-ERISA plans (OMB). Discussed Take A Stand social security campaign. H.R. 711, Equal Treatment of Public Servants Act - Supported bill. H.R. 6489, Social Security Reform Act of 2016 - Discussed bill.

Client expense: $2,530,000 · Firm income: Not reported

Government targets: Centers For Medicare and Medicaid Services (CMS), Commerce, Dept of (DOC), Equal Employment Opportunity Commission (EEOC), Federal Transit Administration (FTA), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Institutes of Health (NIH), Office of Management & Budget (OMB), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office

Nominations for Secretaries of Education, Health and Human Services, Attorney General HR 711- Equal Treatment of Public Servants Act Garland Nomination for Supreme Court HR 5982- Midnight Rules Relief Act of 2016

Client expense: $540,000 · Firm income: Not reported

Government targets: Equal Employment Opportunity Commission (EEOC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Social Security Administration (SSA), Substance Abuse & Mental Health Services Administration (SAMHSA), Treasury, Dept of, White House Office

Support H.R. 973, the Social Security Fairness Act of 2015, which repeals both the Government Pension Offset (GPO) and the Windfall Elimination Provision (WEP). Support S. 1651, the Social Security Fairness Act of 2015, which repeals both the Government Pension Offset (GPO) and the Windfall Elimination Provision (WEP). Support H.R. 711, the Equal Treatment of Public Servants Act, which would reform the WEP, reducing its penalty for current benficiaries, and on average and for most future beneficiaries. Support S. 2251, the Seniors and Veterans Emergency (SAVE) Benefits Act, which would provide a $581 payment for Social Security beneficiaries and veterans or tax credit for government retirees in lieu of a cost-of-living adjustment for 2016. Also support H.R. 4144 and H.R. 4012, essentially identical bills in the House. Support H.R. 3351, the CPI-E Act of 2015, which would base cost-of-living adjustments for federal retirement benefits on the CPI-E (price index for the elderly) instead of the CPI-W.

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

Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Office of Personnel Management (OPM), SENATE, U.S. Postal Service (USPS)

Personal savings/Retirement security, including Social Security (H.R. 711 on Social Security Windfall Elimination Provision), Social Security Disability Insurance (LADDER Act, S. 3174), Multi-employer plans & retirement tax policy including the Retirement Enhancement and Savings Act of 2016. Appropriations for the Department of Energy

Client expense: $390,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R.711, Equal Treatment of Public Servants Act, Monitor Windfall elimination provision

Client expense: Not reported · Firm income: $20,000

GPO-WEP H.R.711 - Equal Treatment of Public Servants Act of 2015 H.R.973 - Social Security Fairness Act of 2015 WEP

Client expense: $676,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Education, Dept of, Federal Communications Commission (FCC), HOUSE OF REPRESENTATIVES, SENATE, White House Office

H.R. 711: Equal Treatment of Public Servants Act of 2015 ERISA Fiduciary duties Medicare: Part B Rx Drugs H.R. 5952: Strengthen Social Security Act DOL/EBSA Proposed rule on 5500 filing RX drug prices: HR 4207 Medicare FAIR drug pricing Act Budget reform: social security HR 6489: Social Security reform act of 2016 Social Security public trustee nominations Rewrite of congressional budget process Social Security public trustee nominations Social security and student loan debt Social Security cost of living for 2017 SSA Administrative funding HR 2582: Seniors' Health Care Plan Protection Act of 2015: Regulatory reform legislation possible CRA actions-General discussion of legislation

Client expense: $540,000 · Firm income: Not reported

Government targets: Defense, Dept of (DOD), Export-Import Bank of the United States (EXIM Bank), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Labor Relations Board (NLRB), Occupational Safety & Health Administration (OSHA), SENATE, Securities & Exchange Commission (SEC), Social Security Administration (SSA), State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR)

H.R. 711 "Equal Treatment of Public Servants Act of 2015" for any annuitant impacted by the Windfall Elimination Provision (WEP), H.R. 711 would replace the WEP with a new benefit schedule, providing for a more equitable calculation of the WEP. For annuitants impacted by WEP, the bill would reduce their WEP penalty for future payments. The actual dollar reduction would be determined by the Social Security Administration, based upon projected savings attributable to enforcement sections of the bill. The NRLCA has not taken a position on this bill.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

1. Proposals to change the Social Security annual Cost of Living Adjustment formula 2. Proposals to raise the Social Security normal retirement age 3. Proposals to "means test" Social Security benefits 4. Beneficiary information available through Social Security Administration field offices 5. Status of the Social Security Disability Insurance Trust Fund 6. Closing of Social Security Administration field offices 7. H.R. 3150, One Social Security Act, entire bill 8. H.R. 5731, SAVE UP Act,Secure, Accessible, Valuable, Efficient Universal Pension Accounts Act, entire bill 9. H.R. 711, Equal Treatment of Public Servants Act of 2015,entire bill 10.H.R. 5952,Strengthening Social Security Act of 2016, entire bill 11. S. 1940, Safeguarding American Families and Expanding Social Security Act of 2015, entire bill 12. S. 2251, Seniors and Veterans Emergency Benefits Act, entire bill 13.Implementation of the Multiemployer Pension Reform Act of 2014 14.Nominations of Charles Blahous and Robert Reischauer as Social Security Public Trustees

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

Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Pension Benefit Guaranty Corporation (PBGC), SENATE

Cost of Living Adjustment Relief. S. 2251, H.R. 4144, Seniors and Veterans Emergency (SAVE) Benefits Act: proposal to require the Secretary of the Treasury to make a one time emergency payment to Social Security beneficiaries, veterans and others; and H.R. 5342, the Fair COLA for Seniors Act of 2016: proposal to offer Social Security beneficiaries a one-time emergency benefit payment and adopt the Consumer Price Index for the Elderly (CPI-E) for the purpose of determining COLAs for Social Security beneficiaries. Social Security Expansion. H .R. 1391, S. 1904, Social Security 2100 Act; H.R. 5952, Strengthening Social Security Act of 2016. Proposals to improve benefits and to strengthen Social Security's financing by eliminating the payroll tax cap, among other changes. Social Security Expansion Support. H.Res. 393: proposal expressing support for protecting and expanding Social Security benefits while securing the program's long term future. Caregiver Social Security Credits. S. 2721, H.R. 3377, Social Security Caregiver Credit Act of 2015/2016: proposal to provide wage credits for individuals who reduce their participation in the workforce or leave the workforce to provide care to specified family members and relatives. Social Security Commission. H.R. 1578, Social Security Commission Act of 2015: proposals to require a commission to make recommendations for achieving solvency of the Social Security trust funds for 75 years. Social Security Reform. H.R. 6489, Social Security Reform Act of 2016: proposals to achieve solvency of the Social Security trust fund by cutting benefits. Supplemental Security Income (SSI). S. 1387, H.R. 2442, Supplemental Security Income Restoration Act of 2015: proposals to update provisions in the SSI program to reflect inflation since 1972 and to increase the asset limit to $10,000 for an individual and $15,000 for a couple. Supplemental Security Income and Social Security Benefits. H .R. 2511, School Attendance Improves Lives (SAIL) Act: proposal to require SSI beneficiaries between the ages of 16-17 to attend school full-time in order to qualify for benefits. Supplemental Security Income and Social Security Benefits. H.R. 2504, Control Unlawful Fugitive Felons (CUFF) Act: proposal to authorize the Social Security Administration to suspend Social Security or SSI benefits to individuals with outstanding arrest warrants or who have violated the terms of their parole. Eliminating Government Pension Offset and Windfall Elimination Provision. S. 1651, H.R. 973, Social Security Fairness Act: proposal to repeal the Government Pension Offset and Windfall Elimination Provision. Modifying Windfall Elimination Provision. H.R. 711, Equal Treatment of Public Servants Act: proposal to replace the current Windfall Elimination Provision with a new Social Security formula. Protecting Social Security Benefits from Administrative Offset. S. 2387, Protection of Social Security Benefits Restoration Act: proposal to restore the protections of previous law preventing the government from taking away earned benefits to pay Federal debts. Access to Social Security Administration Online Services. (No bill.) Pertaining to SSAs administrative decision to require individuals who have "mySocialSecurity" accounts to receive a code on a cell phone capable of receiving a text message in order to be able to log into their account. Social Security Benefit Statement. (No bill.) Efforts to have the Social Security Administration resume annual distribution of benefit statements to eligible individuals. Protecting Seniors from Garnishment. (No bill.) Proposals to protect Social Security beneficiaries from having their Social Security benefits garnished to recover unpaid student loans. Gun Control Initiatives. (No bill.) Proposals to require the Social Security Administration to identify Social Security beneficiaries whose medical or psychological conditions render them unfit to own firearms. Department of Labor (DOL) Retirement Advisor Fiduciary Rule. H.R. 5926, Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act, 2017: provisions disapproving the rule submitted by the Department of Labor relating to the definition of the term "Fiduciary": resolution to disapprove and nullify a DOL rule published on April 8, 2016, relating to the definition of the term "fiduciary" and the conflict of interest rule with respect to retirement investment advice provided by financial advisors and brokers. The Older Americans Act. Public Law 114- 144, Older Americans Act Reauthorization Act of 2015: implementation of provisions related to the reauthorization of the Older Americans Act.

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

Government targets: Administration on Aging, Centers For Medicare and Medicaid Services (CMS), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Economic Council (NEC), Office of Management & Budget (OMB), President of the U.S., SENATE, Social Security Administration (SSA), Treasury, Dept of, Vice President of the U.S.

Tax Legislation. H.R. 711, H.R. 4822 and S. 2318.

Client expense: Not reported · Firm income: $20,000

Government targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), SENATE, Treasury, Dept of

Tax Legislation; Social Security legislation; Pension Issues; H.R. 711 and S. 2381 and H.R. 4822.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of

Legislation and regulations affecting public pension plan. H.R. 711, S. 2381 and H.R. 4822.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Social Security Notch Reform: H.R. 314 and S. 99, Social Security Protection: H.R. 111 and S. 20 and H.R. 1983 and H.R. 3779, Social Security Reform: H.R. 973 and H.R. 1391 and H.R. 1904 and S. 731 and H.R. 1984 and H.R. 1811 and S. 960 and S. 1651 and H.R. 711, Social Security Consumer Price Index: H.R. 3351 and H.R. 3074 and H.R. 3500 and H.R. 3588 and H.R. 3961 and H.R. 3761 and S. 2251 and H.R. 4012 and H.R. 4144, No Social Security for Illegal Work: H.R. 1716, Disability Insurance Reform: S. 499 and H.R. 918 and S. 1198 and H.R. 1936.

Client expense: Not reported · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

HR711, S 1651

Client expense: $20,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Justice, Dept of (DOJ), SENATE, White House Office

Civil Service Retirement System Federal Employees Retirement System Thrift Savings Plan Social Security HR 711, Equal Treatment of Public Servants Act

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

Government targets: Federal Retirement Thrift Investment Board, HOUSE OF REPRESENTATIVES, Office of Personnel Management (OPM), Postal Regulatory Commission, SENATE, U.S. Postal Service (USPS)

Support for HR 329, a border bill that includes provisions for implementing a biometric exit. Support for biometric use in border issues generally and biometrics in immigration documents. Support for advance biometric screening in visa waiver countries. Supported amendments to HR 711 and Senate version requiring a TWIC study.

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

Government targets: HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), SENATE

Support for HR 329, a border bill that includes provisions for implementing a biometric exit. Support for biometric use in border issues generally and biometrics in immigration documents. Support for advance biometric screening in visa waiver countries. Supported amendments to HR 711 requiring a TWIC study.

Client expense: Not reported · Firm income: $15,000

Government targets: HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), SENATE

Support for HR 329, a border bill that includes provisions for implementing a biometric exit. Support for biometric use in border issues generally and biometrics in immigration documents. Support for advance biometric screening in visa waiver countries. Involvement in the NTIA reviews of facial recognition and privacy. Support for including a biometric in Medicare smart card pilot. Supported amendments to HR 711 requiring a TWIC study.

Client expense: Not reported · Firm income: $15,000

Government targets: HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Natl Telecommunications & Information Administration (NTIA), SENATE

Support H.R. 973, the Social Security Fairness Act of 2015, which repeals both the Government Pension Offset (GPO) and the Windfall Elimination Provision (WEP). Support S. 1651, the Social Security Fairness Act of 2015, which repeals both the Government Pension Offset (GPO) and the Windfall Elimination Provision (WEP). Support H.R. 711, the Equal Treatment of Public Servants Act, which would reform the WEP, reducing its penalty for current benficiaries, and on average and for most future beneficiaries. Support S. 2251, the Seniors and Veterans Emergency (SAVE) Benefits Act, which would provide a $581 payment for Social Security beneficiaries and veterans or tax credit for government retirees in lieu of a cost-of-living adjustment for 2016. Also support H.R. 4144 and H.R. 4012, essentially identical bills in the House. Support H.R. 3351, the CPI-E Act of 2015, which would base cost-of-living adjustments for federal retirement benefits on the CPI-E (price index for the elderly) instead of the CPI-W.

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

Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Office of Personnel Management (OPM), SENATE, U.S. Postal Service (USPS)

Civil Service Retirement System Federal Employees Retirement System Thrift Savings Plan Social Security HR 711, Equal Treatment of Public Servants Act

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

Government targets: Federal Retirement Thrift Investment Board, HOUSE OF REPRESENTATIVES, Office of Personnel Management (OPM), Postal Regulatory Commission, SENATE, U.S. Postal Service (USPS)

Submitted Comments to Dept. of Ed on proposed ESSA regulations - Supplement-not-Supplant, and Accountability S. 3368, ASPIRE Act H. Con. Res. 145, Honoring the Public Service of Einstein Fellows on the 25th Anniversary of the Program H.R. 5611, the Homeland Safety and Security Act and related amendments S.3168 - Stronger Together School Diversity Act Rep. Honda draft language: Constitutional amendment on education funding. Informal comments provided to Dept of Ed, CDC re Zika School Guidance Discussions surrounding School-based Medicare with CMS S. 3136, Improving Child Nutrition Integrity and Access Act of 2016 H.R. 5003, Improving Child Nutrition and Education Act of 2016 H.R. 6236, the Innovations to Recruit and Retain Excellent Teachers Act Title II ESEA Submitted comments on CCDBG regulations to Administration for Women & Families Head Start performance standards H.R. 5587, the Strengthening Career and Technical Education for the 21st Century Act Submitted comments to Dept. of Ed on the proposed rule for borrower defenses against federal student loan repayment Lobbied Dept of Ed re: College Accreditation HR 3178 Strengthening Transparency in Higher Education Act HR 3179 Empowering Students Through Enhanced Financial Counseling Act HR 5528 Simplifying the Application for Student Aid Act HR 5529 Accessing Higher Education Opportunities Act HR 5530 HBCU Capital Financing Improvement Act S 396/HR 747, Proprietary Education Oversight Coordination Improvement Act S 1122/HR 2079, Court Legal Access and Student Support (CLASS) Act S 1165, Protecting Students from Worthless Degrees Act S 1664/HR 3988, Military and Veterans Education Protection Act S 1908/HR 4109, Protecting Financial Aid for Students and Taxpayers Act S 1938/HR 2360, Career-Ready Student Veterans Act S 2037/HR 3512, Pell Grant Restoration Act HR 2192, PRO Students Act S 2098/HR 3992, Students Before Profits Act S 2253/HR 3991, Veterans Education Relief and Restoration Act S 2272/HR 4101, Protect Our Students and Taxpayers (POST) Act HR 4054, Ensuring Quality Education for Veterans Act HR 6003, Protecting Our Veterans From School Closures Act S. 3347, the Know Before You Owe Private Education Loan Act H.R. 5962, Multi-year certification for Income-Driven repayment options for federal student loans, including the Streamlining Income-driven, Manageable Payments on Loans for Education Act or the SIMPLE Act higher education accreditation system, including Accreditation Reform and Enhanced Accountability Act (S 3380), and NACIQI and current status of City College of San Francisco for-profit colleges and related issues, including gainful employment regulation, borrower defense draft regulation, and closure of ITT Tech General discussions surrounding student loan servicing contracts General discussions surrounding private school vouchers, including the DC voucher program S. 1788, the Safeguarding American Families from Exposure by Keeping Information and Data Secure Act or the SAFE KIDS Act H.R. 6161, the Federal Funding Accountability for Sexual Harassers Act H.R. 711, the Equal Treatment of Public Servants Act S. 3168/H.R. 5738, Stronger Together School Diversity Act

Client expense: $306,210 · Firm income: Not reported

Government targets: Bureau of Indian Affairs (BIA), Centers For Disease Control & Prevention (CDC), Centers For Medicare and Medicaid Services (CMS), Education, Dept of, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), SENATE

National Coalition for Public Education coalition letter sign-on, in opposition to DC School Voucher Program in FY 2017 Letter to DoE/HHS re UAC treatment (no bill number) H.R.4013 - Equity and Excellence in American Education Act Gender Equity in Education Act (Draft) Improving Child Nutrition Integrity and Access Act of 2016 Improving Child Nutrition and Education Act of 2016 (H.R. 5003) Teacher Diversity HR 711, Equal Treatment of Public Servants Act Private school vouchers, including: HR 4901, SOAR Reauthorization Act and S 2711 Native American Education Opportunity Act S. 3025, Graduate Student Savings Act Student Loan Repayment Simplification Act (no HR number yet) HR 1285, Eliminating the Hidden Student Loan Tax Act HR 2889, Carried Interest Fairness Act HR 2103, Stop Subsidizing Multimillion Dollar Corporate Bonuses Act S 1908/HR 4109, Protecting Financial Aid for Students and Taxpayers Act S 396/HR 747, Proprietary Education Oversight Coordination Improvement Act S 1122/HR 2079, Court Legal Access and Student Support (CLASS) Act S 1165, Protecting Students from Worthless Degrees Act S 1664/HR 3988, Military and Veterans Education Protection Act S 1938/HR 2360, Career-Ready Student Veterans Act S 2037/HR 3512, Pell Grant Restoration Act HR 2192, PRO Students Act S 2098/HR 3992, Students Before Profits Act S 2253/HR 3991, Veterans Education Relief and Restoration Act S 2272/HR 4101, Protect Our Students and Taxpayers (POST) Act HR 4054, Ensuring Quality Education for Veterans Act (Waters) General discussions surrounding Gainful employment regulations General discussions surrounding Borrower Defense to Repayment regulations General discussions surrounding Student loan repayment improvements, including CFPBs Payback Playbook General discussions surrounding Teacher loan forgiveness and Public Service Loan Forgiveness HR 5587 or Perkins strengthening Career and Technical education for the 21st-century act S.3056, CREATES Act General discussions surrounding ESSA Regulations General discussions surrounding ICE Raids H.R.1217, Public Safety and Second Amendment Rights Protection Act and as released as Rep. Thompson amendment H.R.4269, Assault Weapons Ban of 2015 H.R. 5611, Homeland Safety and Security Act and related amendments (Thompson) S 2859, College Access Act Promoting Access and Retention Through New Efforts to Require Shared Higher Investments in Postsecondary Success (PARTNERSHIPS) Act (no bill number yet)

Client expense: $396,206 · Firm income: Not reported

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

National Coalition for Public Education coalition letter sign-on, in opposition to DC School Voucher Program in FY 2017 Letter to DoE/HHS re UAC treatment (no bill number) H.R.4013 - Equity and Excellence in American Education Act Gender Equity in Education Act (Draft) Improving Child Nutrition Integrity and Access Act of 2016 Improving Child Nutrition and Education Act of 2016 (H.R. 5003) Teacher Diversity HR 711, Equal Treatment of Public Servants Act Private school vouchers, including: HR 4901, SOAR Reauthorization Act and S 2711 Native American Education Opportunity Act S. 3025, Graduate Student Savings Act Student Loan Repayment Simplification Act (no HR number yet) HR 1285, Eliminating the Hidden Student Loan Tax Act HR 2889, Carried Interest Fairness Act HR 2103, Stop Subsidizing Multimillion Dollar Corporate Bonuses Act S 1908/HR 4109, Protecting Financial Aid for Students and Taxpayers Act S 396/HR 747, Proprietary Education Oversight Coordination Improvement Act S 1122/HR 2079, Court Legal Access and Student Support (CLASS) Act S 1165, Protecting Students from Worthless Degrees Act S 1664/HR 3988, Military and Veterans Education Protection Act S 1938/HR 2360, Career-Ready Student Veterans Act S 2037/HR 3512, Pell Grant Restoration Act HR 2192, PRO Students Act S 2098/HR 3992, Students Before Profits Act S 2253/HR 3991, Veterans Education Relief and Restoration Act S 2272/HR 4101, Protect Our Students and Taxpayers (POST) Act HR 4054, Ensuring Quality Education for Veterans Act (Waters) General discussions surrounding Gainful employment regulations General discussions surrounding Borrower Defense to Repayment regulations General discussions surrounding Student loan repayment improvements, including CFPBs Payback Playbook General discussions surrounding Teacher loan forgiveness and Public Service Loan Forgiveness HR 5587 or Perkins strengthening Career and Technical education for the 21st-century act S.3056, CREATES Act General discussions surrounding ESSA Regulations General discussions surrounding ICE Raids H.R.1217, Public Safety and Second Amendment Rights Protection Act and as released as Rep. Thompson amendment H.R.4269, Assault Weapons Ban of 2015 H.R. 5611, Homeland Safety and Security Act and related amendments (Thompson) S 2859, College Access Act Promoting Access and Retention Through New Efforts to Require Shared Higher Investments in Postsecondary Success (PARTNERSHIPS) Act (no bill number yet)

Client expense: $396,206 · Firm income: Not reported

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

Submitted Comments to Dept. of Ed on proposed ESSA regulations - Supplement-not-Supplant, and Accountability S. 3368, ASPIRE Act H. Con. Res. 145, Honoring the Public Service of Einstein Fellows on the 25th Anniversary of the Program H.R. 5611, the Homeland Safety and Security Act and related amendments S.3168 - Stronger Together School Diversity Act Rep. Honda draft language: Constitutional amendment on education funding. Informal comments provided to Dept of Ed, CDC re Zika School Guidance Discussions surrounding School-based Medicare with CMS S. 3136, Improving Child Nutrition Integrity and Access Act of 2016 H.R. 5003, Improving Child Nutrition and Education Act of 2016 H.R. 6236, the Innovations to Recruit and Retain Excellent Teachers Act Title II ESEA Submitted comments on CCDBG regulations to Administration for Women & Families Head Start performance standards H.R. 5587, the Strengthening Career and Technical Education for the 21st Century Act Submitted comments to Dept. of Ed on the proposed rule for borrower defenses against federal student loan repayment Lobbied Dept of Ed re: College Accreditation HR 3178 Strengthening Transparency in Higher Education Act HR 3179 Empowering Students Through Enhanced Financial Counseling Act HR 5528 Simplifying the Application for Student Aid Act HR 5529 Accessing Higher Education Opportunities Act HR 5530 HBCU Capital Financing Improvement Act S 396/HR 747, Proprietary Education Oversight Coordination Improvement Act S 1122/HR 2079, Court Legal Access and Student Support (CLASS) Act S 1165, Protecting Students from Worthless Degrees Act S 1664/HR 3988, Military and Veterans Education Protection Act S 1908/HR 4109, Protecting Financial Aid for Students and Taxpayers Act S 1938/HR 2360, Career-Ready Student Veterans Act S 2037/HR 3512, Pell Grant Restoration Act HR 2192, PRO Students Act S 2098/HR 3992, Students Before Profits Act S 2253/HR 3991, Veterans Education Relief and Restoration Act S 2272/HR 4101, Protect Our Students and Taxpayers (POST) Act HR 4054, Ensuring Quality Education for Veterans Act HR 6003, Protecting Our Veterans From School Closures Act S. 3347, the Know Before You Owe Private Education Loan Act H.R. 5962, Multi-year certification for Income-Driven repayment options for federal student loans, including the Streamlining Income-driven, Manageable Payments on Loans for Education Act or the SIMPLE Act higher education accreditation system, including Accreditation Reform and Enhanced Accountability Act (S 3380), and NACIQI and current status of City College of San Francisco for-profit colleges and related issues, including gainful employment regulation, borrower defense draft regulation, and closure of ITT Tech General discussions surrounding student loan servicing contracts General discussions surrounding private school vouchers, including the DC voucher program S. 1788, the Safeguarding American Families from Exposure by Keeping Information and Data Secure Act or the SAFE KIDS Act H.R. 6161, the Federal Funding Accountability for Sexual Harassers Act H.R. 711, the Equal Treatment of Public Servants Act S. 3168/H.R. 5738, Stronger Together School Diversity Act

Client expense: $306,210 · Firm income: Not reported

Government targets: Bureau of Indian Affairs (BIA), Centers For Disease Control & Prevention (CDC), Centers For Medicare and Medicaid Services (CMS), Education, Dept of, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), SENATE

H.R. 711, The Equal Treatment of Public Servants Act - Supported, lobbied and testified on behalf of bill. Lobbied House and Senate members on Social Security solvency. S. 1719, H.R. 3099, RAISE Family Caregivers Act - Urged cosponsorship and House passage of legislation. S. 2759, H.R. 4708, Credit for Caring Act - Urged co-sponsorship. Discussed family caregivers and medical training, state legislation and federal regulations. Discussed older worker employment programs including the Senior Community Service Employment Program (SCSEP) under the Older Americans Act. S. 3040, H.R. 5926, H.R. 5325, Labor, Health and Human Services Appropriations, FY2017 - Lobbied in support of funding for various programs, including caregiving, supportive services and community service programs. S. 2180, H.R. 5574, Protecting Older Workers Against Discrimination Act - Discussed support of bill. Discussed elder abuse registry bill. Discussed Family Caregiving Across Subpopulations Hill briefing and held briefing on family caregiving for people with Alzheimer's/dementia, intellectual/development disabilities, veterans and people with mental health needs. Discussed and urged Member offices to join Assisting Caregivers Today (ACT) Caucus. Discussed Prepare to Care, family caregiving, and brain health. H.R. 2668, National Care Corps Act - Discussed bill as well as long-term services and supports financing, and ACT Caucus. Discussed National Family Caregiver Support Program.

Client expense: $2,290,000 · Firm income: Not reported

Government targets: Agency for Healthcare Research & Quality (AHRQ), Centers For Disease Control & Prevention (CDC), Centers For Medicare and Medicaid Services (CMS), Commerce, Dept of (DOC), Congressional Budget Office (CBO), Federal Transit Administration (FTA), Food & Drug Administration (FDA), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), Natl Institutes of Health (NIH), Office of Management & Budget (OMB), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Social Security Administration (SSA), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR), Veterans Affairs, Dept of (VA), White House Office

H.R. 2317, Lifetime Income Disclosure Act - Discussed bill. S. 3040, H.R. 5926, H.R. 5325, Labor, Health and Human Services Appropriations bill, FY 2017 Discussed potential hostile riders concerning DOL fiduciary duty rules with House and Senate Appropriations Committee staff. Discussed SSA FY 2017 and FY 2018 funding levels (SSA, OMB). Discussed Social Security, SSDI, retirement savings issues, multiemployer pension issues, fiduciary duty issues and retirement fees (House, Senate). Discussed multiemployer pension issues (WH, PBGC, Treasury, DOL). Discussed state sponsored non-ERISA plans (OMB). Testified before House Education and Workforce Subcommittee on Chairman Kline multiemployer reform draft legislation. Submitted comments to the ERISA Advisory Council on Lifetime Income. Discussed Take A Stand social security campaign. H.R. 711, Equal Treatment of Public Servants Act - Supported bill. Discussed long term care insurance roundtable (Treasury).

Client expense: $2,290,000 · Firm income: Not reported

Government targets: Agency for Healthcare Research & Quality (AHRQ), Centers For Disease Control & Prevention (CDC), Centers For Medicare and Medicaid Services (CMS), Commerce, Dept of (DOC), Congressional Budget Office (CBO), Federal Transit Administration (FTA), Food & Drug Administration (FDA), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), Natl Institutes of Health (NIH), Office of Management & Budget (OMB), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Social Security Administration (SSA), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR), Veterans Affairs, Dept of (VA), White House Office

Personal savings/Retirement security, including Social Security (+H.R. 711 on Social Security Windfall Elimination Provision), Social Security Disability Insurance, Multi-employer plans & retirement tax policy including the Retirement Enhancement and Savings Act of 2016. H.R. 1610 biennial budgeting Appropriations for the Department of Energy

Client expense: $260,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Submitted Comments to Dept. of Ed on proposed ESSA regulations - Supplement-not-Supplant, and Accountability S. 3368, ASPIRE Act H. Con. Res. 145, Honoring the Public Service of Einstein Fellows on the 25th Anniversary of the Program H.R. 5611, the Homeland Safety and Security Act and related amendments S.3168 - Stronger Together School Diversity Act Rep. Honda draft language: Constitutional amendment on education funding. Informal comments provided to Dept of Ed, CDC re Zika School Guidance Discussions surrounding School-based Medicare with CMS S. 3136, Improving Child Nutrition Integrity and Access Act of 2016 H.R. 5003, Improving Child Nutrition and Education Act of 2016 H.R. 6236, the Innovations to Recruit and Retain Excellent Teachers Act Title II ESEA Submitted comments on CCDBG regulations to Administration for Women & Families Head Start performance standards H.R. 5587, the Strengthening Career and Technical Education for the 21st Century Act Submitted comments to Dept. of Ed on the proposed rule for borrower defenses against federal student loan repayment Lobbied Dept of Ed re: College Accreditation HR 3178 Strengthening Transparency in Higher Education Act HR 3179 Empowering Students Through Enhanced Financial Counseling Act HR 5528 Simplifying the Application for Student Aid Act HR 5529 Accessing Higher Education Opportunities Act HR 5530 HBCU Capital Financing Improvement Act S 396/HR 747, Proprietary Education Oversight Coordination Improvement Act S 1122/HR 2079, Court Legal Access and Student Support (CLASS) Act S 1165, Protecting Students from Worthless Degrees Act S 1664/HR 3988, Military and Veterans Education Protection Act S 1908/HR 4109, Protecting Financial Aid for Students and Taxpayers Act S 1938/HR 2360, Career-Ready Student Veterans Act S 2037/HR 3512, Pell Grant Restoration Act HR 2192, PRO Students Act S 2098/HR 3992, Students Before Profits Act S 2253/HR 3991, Veterans Education Relief and Restoration Act S 2272/HR 4101, Protect Our Students and Taxpayers (POST) Act HR 4054, Ensuring Quality Education for Veterans Act HR 6003, Protecting Our Veterans From School Closures Act S. 3347, the Know Before You Owe Private Education Loan Act H.R. 5962, Multi-year certification for Income-Driven repayment options for federal student loans, including the Streamlining Income-driven, Manageable Payments on Loans for Education Act or the SIMPLE Act higher education accreditation system, including Accreditation Reform and Enhanced Accountability Act (S 3380), and NACIQI and current status of City College of San Francisco for-profit colleges and related issues, including gainful employment regulation, borrower defense draft regulation, and closure of ITT Tech General discussions surrounding student loan servicing contracts General discussions surrounding private school vouchers, including the DC voucher program S. 1788, the Safeguarding American Families from Exposure by Keeping Information and Data Secure Act or the SAFE KIDS Act H.R. 6161, the Federal Funding Accountability for Sexual Harassers Act H.R. 711, the Equal Treatment of Public Servants Act S. 3168/H.R. 5738, Stronger Together School Diversity Act

Client expense: $306,210 · Firm income: Not reported

Government targets: Bureau of Indian Affairs (BIA), Centers For Disease Control & Prevention (CDC), Centers For Medicare and Medicaid Services (CMS), Education, Dept of, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), SENATE

1. Proposals to change the Social Security annual Cost of Living Adjustment formula 2. Proposals to raise the Social Security normal retirement age 3. Proposals to "means test" Social Security benefits 4. Beneficiary information available through Social Security Administration field offices 5. Status of the Social Security Disability Insurance Trust Fund 6. Closing of Social Security Administration field offices 7. H.R. 3150, One Social Security Act, entire bill 8. H.R. 5731, SAVE UP Act,Secure, Accessible, Valuable, Efficient Universal Pension Accounts Act, entire bill 9. H.R. 711, Equal Treatment of Public Servants Act of 2015,entire bill 10.H.R. 5952,Strengthening Social Security Act of 2016, entire bill 11. S. 1940, Safeguarding American Families and Expanding Social Security Act of 2015, entire bill 12. S. 2251, Seniors and Veterans Emergency Benefits Act, entire bill 13.Implementation of the Multiemployer Pension Reform Act of 2014

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

Government targets: Centers For Medicare and Medicaid Services (CMS), Federal Communications Commission (FCC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Office of Management & Budget (OMB), Pension Benefit Guaranty Corporation (PBGC), SENATE

Retirement Security H.R. 711: Equal Treatment of Public Servants Act of 2015: state and local government employees ERISA Fiduciary duties Senate LHHS appropriations (SSA funding) Medicare: CMS proposed rule re: medicare part B prescription payment Social Security Benefit expansion & solvency bill H.R. 5747: Save Our Security Act My SSA verification SSA Budget: Appropriations, solvency projections H.R. 5952: Strengthen Social Security Act H.R. 5731: SAVE UP Act: retirement savings accounts S. 3371: Medicare Affordability and Enrollment Act of 2016 Retirement Savings: workplace retirement plan coverage Prescription Drugs Prices Open Multiple Employer Plans DOL Proposed rule on state-based retirement plans

Client expense: $720,000 · Firm income: Not reported

Government targets: Defense, Dept of (DOD), Equal Employment Opportunity Commission (EEOC), Executive Office of the President (EOP), Export-Import Bank of the United States (EXIM Bank), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Justice, Dept of (DOJ), Labor, Dept of (DOL), SENATE, Social Security Administration (SSA), State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office

Balanced budget amendment and constitutional convention HR 711- Equal Treatment of Public Servants Act Garland Supreme Court Nomination

Client expense: $620,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Social Security Administration (SSA), State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office

HR 711- Windfall Elimination Provision under Social Security SAFE Retirement Act

Client expense: $620,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Social Security Administration (SSA), State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office

H.R.5952: Strengthening Social Security Act of 2016 H.R.711: Equal Treatment of Public Servants Act of 2015 GPO-WEP Social Security

Client expense: $705,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Defense, Dept of (DOD), HOUSE OF REPRESENTATIVES, SENATE, Social Security Administration (SSA), White House Office

H.R.711, Equal Treatment of Public Servants Act, Monitor Windfall elimination provision

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

Government targets: HOUSE OF REPRESENTATIVES

Support for: postal reform legislation that stabilizes the financial condition of the Postal Service, preserves prompt service, and provides for innovation in postal products and services. Support for maintaining USPS delivery standards, keeping USPS processing facilities operational. Support for S. 2051, Improving Postal Operations, Service and Transparency Act of 2015. Support for H.Res. 54, restoring USPS service standards in effect on July 1, 2012 Support for S. 606 and H.R. 1198, Postal Employee Appeal Rights Amendments Act Support for H.R. 711, Equal Treatment of Public Servants Act Support for H.R. 2254, Law Enforcement Officers Equity Act Support for H.R. 4422, Providing Opportunities for Savings, Transactions and Lending Act of 2015 Opposition to reductions in postal employee retirement and health benefits

Client expense: Not reported · Firm income: $20,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Support for: postal reform legislation that stabilizes the financial condition of the Postal Service, preserves prompt service, and provides for innovation in postal products and services. Support for maintaining USPS delivery standards, keeping USPS processing facilities operational. Support for S. 2051, Improving Postal Operations, Service and Transparency Act of 2015. Support for H.Res. 54, restoring USPS service standards in effect on July 1, 2012 Support for S. 606 and H.R. 1198, Postal Employee Appeal Rights Amendments Act Support for H.R. 711, Equal Treatment of Public Servants Act Support for H.R. 2254, Law Enforcement Officers Equity Act Support for H.R. 4422, Providing Opportunities for Savings, Transactions and Lending Act of 2015 Opposition to reductions in postal employee retirement and health benefits

Client expense: Not reported · Firm income: $20,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE