FAMILY Act

Retirement Security 1.SECURE 2.0 Technical Corrections: Legislative language that will amend SECURE 2.0 to make technical changes to a variety of provisions. 2.American Worker Savings & Wealth Creation Plan Act: Would create a federally run retirement plan, similar to the TSP, that would be available to all private sector workers whose employer signs up for the plan. 3.Collective Investment Trusts/Separate Accounts Parity for 403b Accounts: Would ensure parity for 403b accounts to invest in Collective Investment Trusts or Separate Accounts. 4.Expanding Access to Retirement Savings for Caregivers Act: The bill would allow individuals that took at least one year out of the workforce without receiving an earned income, for the purposes of caring for a family member, to make catch-up contributions in years prior to age 50 to their 401(k) plans, individual retirement accounts (IRAs), and other eligible retirement accounts. 5.General Accounts Product Corrections Act: Would clarify fiduciary responsibilities for life insurance companies as it relates to investments in their general accounts. 6.H.R. 4237, Ensuring Sound Guidance Act: Would require investment advisers and ERISA retirement plan sponsors to prioritize financial returns over non-pecuniary factors when making investment decisions on behalf of their clients. 7.H.R. 3942, Lifetime Income for Employees (LIFE) Act of 2022: Amends the current rules for qualified default investment alternatives to facilitate the use of an annuity component will expand the availability of guaranteed returns and guaranteed lifetime income that help savers secure their retirement futures. 8.The Automatic Retirement Plan Act: Would mandate employers with 10 or more employees to implement a retirement plan in the workplace. 9.S. 2517, H.R. 4924, The Auto Reenroll Act of 2023: The bill allows plan sponsors to re-enroll non-participants at least once every three years, unless the individual affirmatively opts-out again. The bill also permits plans to sweep all eligible employees as a group for re-enrollment and does not change the automatic enrollment safe harbors. 10.S. 2627, H.R. 5060, the Womens Retirement Protection Act (S. 2627): the legislation removes the part-time worker provision that was passed in SECURE 2.0. The bill allows for a single distribution of up to 25% of an account balance without spousal consent. It seeks to enhance financial literacy through grants to community-based organizations and also offers grants to such organizations to help low-income women and survivors of domestic abuse obtain qualified domestic relations orders. Income Security The Enhancing American Retirement Now (EARN) Act: Builds upon S. 1770 with additional retirement provisions. Considered the Senate version of SECURE 2.0. S. 2415 and H.R. 7107, the Long-Term Care Affordability Act: Would allow for tax free distributions from retirement accounts to fund LTC contracts. H.R. 133, Both provisions are in the larger bill. H.R.1185 - FAMILY Act. Issue: paid family and medical leave proposal would offer paid leave benefits via a payroll tax for birth or adoption of a child or caring for a sick family member. H.R.1940 - New Parents Act of 2019. Issue: paid family and medical leave H.R.2163 - To amend the Internal Revenue Code of 1986 to allow for tax-advantaged distributions from health savings accounts during family or medical leave, and for other purposes. Issue: paid family and medical leave S.463 - FAMILY Act. Issue: paid family and medical leave- paid family and medical leave proposal would offer paid leave benefits via a payroll tax for birth or adoption of a child or caring for a sick family member S.920 - New Parents Act of 2019. Issue: paid family and medical leave Discussion draft - CRADLE Act. Issue: paid family and medical leave - allows for a deferment of retirement benefits for paid leave benefits. Proposed FY 2020 Budget proposal on paid family and medical leave. Issue: paid family and medical leave H.R. 2694 - Pregnant Workers Fairness Act. Issue: paid family and medical leave. Concurrent Resolution on the Budget, FY2022, S.Con.Res.14. The budget resolution calls for the $3.5 trillion in long-term investments to be fully offset by a combination of new tax revenues, health care savings, and long-term economic growth. In addition, the agreement would prohibit new taxes on families making less than $400,000 per year, and on small businesses and family farms. Issue: Medicare/Dental (Expanding Medicare to include dental, vision, hearing benefits and lowering the eligibility age). H.R. 5376- Build Back Better Act This bill provides funding, establishes programs, and otherwise modifies provisions relating to a broad array of areas, including education, labor, child-care, health care, taxes, immigration, and the environment. Excepted Benefits on Supplemental Benefits-proposed tri-agency rule through HHS, Treasury and Labor. Diversity and Inclusion H.R. 5084 - Improving Corporate Governance Through Diversity Act. Issue: diversity and inclusion. H.R. 5360 - Closing the Racial Wealth Gap Act. Issue: diversity and inclusion. H.R. 281 - Ensuring Diverse Leadership Act. Issue: diversity and inclusion. H.R. 7946 and S. 4464 - Federal Reserve Racial and Economic Equity Act. Issue: diversity and inclusion.

Client expense: $887,493 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

1.SECURE 2.0 Technical Corrections: Legislative language that will amend SECURE 2.0 to make technical changes to a variety of provisions. 2.American Worker Savings & Wealth Creation Plan Act: Would create a federally run retirement plan, similar to the TSP, that would be available to all private sector workers whose employer signs up for the plan. 3.Collective Investment Trusts/Separate Accounts Parity for 403b Accounts: Would ensure parity for 403b accounts to invest in Collective Investment Trusts or Separate Accounts. 4.Expanding Access to Retirement Savings for Caregivers Act: The bill would allow individuals that took at least one year out of the workforce without receiving an earned income, for the purposes of caring for a family member, to make catch-up contributions in years prior to age 50 to their 401(k) plans, individual retirement accounts (IRAs), and other eligible retirement accounts. 5.General Accounts Product Corrections Act: Would clarify fiduciary responsibilities for life insurance companies as it relates to investments in their general accounts. 6.H.R. 4237, Ensuring Sound Guidance Act: Would require investment advisers and ERISA retirement plan sponsors to prioritize financial returns over non-pecuniary factors when making investment decisions on behalf of their clients. 7.H.R. 3942, Lifetime Income for Employees (LIFE) Act of 2022: Amends the current rules for qualified default investment alternatives to facilitate the use of an annuity component will expand the availability of guaranteed returns and guaranteed lifetime income that help savers secure their retirement futures. 8.The Automatic Retirement Plan Act: Would mandate employers with 10 or more employees to implement a retirement plan in the workplace. Income Security The Enhancing American Retirement Now (EARN) Act: Builds upon S. 1770 with additional retirement provisions. Considered the Senate version of SECURE 2.0. S. 2415 and H.R. 7107, the Long-Term Care Affordability Act: Would allow for tax free distributions from retirement accounts to fund LTC contracts. H.R. 133, Both provisions are in the larger bill. H.R.1185 - FAMILY Act. Issue: paid family and medical leave proposal would offer paid leave benefits via a payroll tax for birth or adoption of a child or caring for a sick family member. H.R.1940 - New Parents Act of 2019. Issue: paid family and medical leave H.R.2163 - To amend the Internal Revenue Code of 1986 to allow for tax-advantaged distributions from health savings accounts during family or medical leave, and for other purposes. Issue: paid family and medical leave S.463 - FAMILY Act. Issue: paid family and medical leave- paid family and medical leave proposal would offer paid leave benefits via a payroll tax for birth or adoption of a child or caring for a sick family member S.920 - New Parents Act of 2019. Issue: paid family and medical leave Discussion draft - CRADLE Act. Issue: paid family and medical leave - allows for a deferment of retirement benefits for paid leave benefits. Proposed FY 2020 Budget proposal on paid family and medical leave. Issue: paid family and medical leave H.R. 2694 - Pregnant Workers Fairness Act. Issue: paid family and medical leave. Concurrent Resolution on the Budget, FY2022, S.Con.Res.14. The budget resolution calls for the $3.5 trillion in long-term investments to be fully offset by a combination of new tax revenues, health care savings, and long-term economic growth. In addition, the agreement would prohibit new taxes on families making less than $400,000 per year, and on small businesses and family farms. Issue: Medicare/Dental (Expanding Medicare to include dental, vision, hearing benefits and lowering the eligibility age). H.R. 5376- Build Back Better Act this bill provides funding, establishes programs, and otherwise modifies provisions relating to a broad array of areas, including education, labor, child-care, health care, taxes, immigration, and the environment. Diversity and Inclusion H.R. 5084 - Improving Corporate Governance Through Diversity Act. Issue: diversity and inclusion. H.R. 5360 - Closing the Racial Wealth Gap Act. Issue: diversity and inclusion. H.R. 281 - Ensuring Diverse Leadership Act. Issue: diversity and inclusion. H.R. 7946 and S. 4464 - Federal Reserve Racial and Economic Equity Act. Issue: diversity and inclusion.

Client expense: $980,852 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Retirement Security, Q4 2022 1.SECURE 2.0 Technical Corrections: Legislative language that will amend SECURE 2.0 to make technical changes to a variety of provision. 2.American Worker Savings & Wealth Creation Plan Act: Would create a federally run retirement plan, similar to the TSP, that would be available to all private sector workers whose employer signs up for the plan. 3.Collective Investment Trusts/Separate Accounts Parity for 403b Accounts: Would ensure parity for 403b accounts to invest in Collective Investment Trusts or Separate Accounts. 4.Expanding Access to Retirement Savings for Caregivers Act: The bill would allow individuals that took at least one year out of the workforce without receiving an earned income, for the purposes of caring for a family member, to make catch-up contributions in years prior to age 50 to their 401(k) plans, individual retirement accounts (IRAs), and other eligible retirement accounts. 5.General Accounts Product Corrections Act: Would clarify fiduciary responsibilities for life insurance companies as it relates to investments in their general accounts. Income Security The Enhancing American Retirement Now (EARN) Act: Builds upon S. 1770 with additional retirement provisions. Considered the Senate version of SECURE 2.0. S. 2415 and H.R. 7107, the Long-Term Care Affordability Act: Would allow for tax free distributions from retirement accounts to fund LTC contracts. H.R. 133, Both provisions are in the larger bill. H.R.1185 - FAMILY Act. Issue: paid family and medical leave proposal would offer paid leave benefits via a payroll tax for birth or adoption of a child or caring for a sick family member. H.R.1940 - New Parents Act of 2019. Issue: paid family and medical leave H.R.2163 - To amend the Internal Revenue Code of 1986 to allow for tax-advantaged distributions from health savings accounts during family or medical leave, and for other purposes. Issue: paid family and medical leave S.463 - FAMILY Act. Issue: paid family and medical leave- paid family and medical leave proposal would offer paid leave benefits via a payroll tax for birth or adoption of a child or caring for a sick family member S.920 - New Parents Act of 2019. Issue: paid family and medical leave Discussion draft - CRADLE Act. Issue: paid family and medical leave - allows for a deferment of retirement benefits for paid leave benefits. Proposed FY 2020 Budget proposal on paid family and medical leave. Issue: paid family and medical leave H.R. 2694 - Pregnant Workers Fairness Act. Issue: paid family and medical leave. Concurrent Resolution on the Budget, FY2022, S.Con.Res.14. The budget resolution calls for the $3.5 trillion in long-term investments to be fully offset by a combination of new tax revenues, health care savings, and long-term economic growth. In addition, the agreement would prohibit new taxes on families making less than $400,000 per year, and on small businesses and family farms. Issue: Medicare/Dental (Expanding Medicare to include dental, vision, hearing benefits and lowering the eligibility age). H.R. 5376- Build Back Better Act this bill provides funding, establishes programs, and otherwise modifies provisions relating to a broad array of areas, including education, labor, child-care, health care, taxes, immigration, and the environment. Diversity and Inclusion H.R. 5084 - Improving Corporate Governance Through Diversity Act. Issue: diversity and inclusion. H.R. 5360 - Closing the Racial Wealth Gap Act. Issue: diversity and inclusion. H.R. 281 - Ensuring Diverse Leadership Act. Issue: diversity and inclusion. H.R. 7946 and S. 4464 - Federal Reserve Racial and Economic Equity Act. Issue: diversity and inclusion

Client expense: $999,029 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

1.S. 1870/H.R. 7146, the Enhancing Emergency and Retirement Savings Act of 2021: The legislation would provide a penalty-free emergency distribution option from employer-sponsored retirement accounts and IRAs. 2.Portable Retirement and Investment Account Act (PRIA): Creates retirement accounts at birth to help establish lifelong savings/retirement accounts. 3.H.R. 2954, Securing a Strong Retirement Act (SECURE 2.0) / Retirement Security and Savings Act: Comprehensive retirement savings legislation. 4.S. 1272, The SIMPLE Plan Modernization Act: The bill would raise the contribution limit for SIMPLE plans from $13,500 to $16,500 with a corresponding increase in the catch-up limit from $3,000 to $4,750. 5.S. 1770, The Retirement Security & Savings Act: Comprehensive retirement savings legislation. 6.S. 1703, The Improving Access to Retirement Savings Act of 2021: The bill would expand Open Multiple Employer Plans to include 403(b) accounts, create a safe harbor for correcting employee deferrals and make clarifications for small businesses who wish to utilize a credit to offer a retirement plan to their employees. 7.S. 1443, The Retirement Parity for Student Loans Act: Allows employers to make matching contributions to a 401(k)-retirement plan while their employees make student loan repayments. 8. S. 975 / H.R. 2005, the Womens Retirement Security Act of 2021: Addresses the retirement gap and bolsters womens financial security through amending ERISA and increasing financial literacy. 9.S. 2452, the Encouraging Americans to Save Act: Reforms the savers credit, makes the credit refundable, establishes an R-bond program, and amends the deadline to fund an IRA with a tax refund, among other provisions. 10.H.R. 5891, The Retirement Improvement and Saving Enhancement (RISE) Act: Contains several retirement security provisions, also included within H.R. 2459 (SSRA). Also requires DOL, the Department of the Treasury, and the Pension Benefit Guaranty Corporation (PBGC) to review reporting and disclosure requirements for pension plans and make recommendations to Congress to consolidate, simplify, standardize, and improve such requirements. 11. Audit Consolidation Act and the Simplifying Retirement Act: Allows group plans to file a single Form 5500 for the entire retirement plan, ensures small employers are not burdened with administrative complexities. Allows pooled employer providers who manage PEPs to utilize Discretionary or Directed Trustees to manage assets and collect contributions would help to contain costs and make plan easier to manage for the small employers who choose to participate. 12.H.R. 6746, Lifetime Income for Employees (LIFE) Act of 2022: Amends the current rules for qualified default investment alternatives to facilitate the use of an annuity component will expand the availability of guaranteed returns and guaranteed lifetime income that help savers secure their retirement futures. 13.The Enhancing American Retirement Now (EARN) Act: Builds upon S. 1770 with additional retirement provisions. Considered the Senate version of SECURE 2.0. 14.The Rise and Shine Act: Senate HELP provisions covered by ERISA to be included with a Senate retirement package (SECURE 2.0). 15. S. 2415 and H.R. 7107, the Long-Term Care Affordability Act: Would allow for tax free distributions from retirement accounts to fund LTC contracts. 16. S.4103, Helping Parents Save for College Act of 2022: Would make two important changes to the way 529 college savings accounts are designed to increase utilization. 17. S.4087, INFORM Act: would require plan sponsors to provide participants and beneficiaries with the critical information that would allow them to make an informed decision when presented with such a lump-sum offer. The INFORM Act also would require a notice to affected participants and beneficiaries 90 days before the period in which they must make a decision. The INFORM Act would further require disclosure to the Department of Labor, so information can be collected on these practices. 18. S.3993, the Savings Access for Escaping and Rebuilding Act (SAFER) Act: A bill to amend the Internal Revenue Code of 1986 to allow penalty-free withdrawals from retirement plans for domestic abuse victims. 19. S.1273, the Military Spouses Retirement Security Act: Would allow military spouses to vest earlier and provide incentives for employers. 20.American Worker Savings and Wealth Creation Plan Act: Would create a TSP type government-run retirement program. 21.Division T of the Consolidated Appropriations Act, 2023: Combines numerous retirement security bills, including the EARN act, Rise and Shine and SSRA into a comprehensive package. Would expand retirement savings for Americans. Income Security The Enhancing American Retirement Now (EARN) Act: Builds upon S. 1770 with additional retirement provisions. Considered the Senate version of SECURE 2.0. S. 2415 and H.R. 7107, the Long-Term Care Affordability Act: Would allow for tax free distributions from retirement accounts to fund LTC contracts. H.R. 133, Both provisions are in the larger bill. H.R.1185 - FAMILY Act. Issue: paid family and medical leave proposal would offer paid leave benefits via a payroll tax for birth or adoption of a child or caring for a sick family member. H.R.1940 - New Parents Act of 2019. Issue: paid family and medical leave H.R.2163 - To amend the Internal Revenue Code of 1986 to allow for tax-advantaged distributions from health savings accounts during family or medical leave, and for other purposes. Issue: paid family and medical leave S.463 - FAMILY Act. Issue: paid family and medical leave- paid family and medical leave proposal would offer paid leave benefits via a payroll tax for birth or adoption of a child or caring for a sick family member S.920 - New Parents Act of 2019. Issue: paid family and medical leave Discussion draft - CRADLE Act. Issue: paid family and medical leave - allows for a deferment of retirement benefits for paid leave benefits. Proposed FY 2020 Budget proposal on paid family and medical leave. Issue: paid family and medical leave H.R. 2694 - Pregnant Workers Fairness Act. Issue: paid family and medical leave. Concurrent Resolution on the Budget, FY2022, S.Con.Res.14. The budget resolution calls for the $3.5 trillion in long-term investments to be fully offset by a combination of new tax revenues, health care savings, and long-term economic growth. In addition, the agreement would prohibit new taxes on families making less than $400,000 per year, and on small businesses and family farms. Issue: Medicare/Dental (Expanding Medicare to include dental, vision, hearing benefits and lowering the eligibility age). H.R. 5376- Build Back Better Act this bill provides funding, establishes programs, and otherwise modifies provisions relating to a broad array of areas, including education, labor, child-care, health care, taxes, immigration, and the environment. Diversity and Inclusion H.R. 5084 - Improving Corporate Governance Through Diversity Act. Issue: diversity and inclusion. H.R. 5360 - Closing the Racial Wealth Gap Act. Issue: diversity and inclusion. H.R. 281 - Ensuring Diverse Leadership Act. Issue: diversity and inclusion. H.R. 7946 and S. 4464 - Federal Reserve Racial and Economic Equity Act. Issue: diversity and inclusion.

Client expense: $1,271,337 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

1.S. 1870/H.R. 7146, the Enhancing Emergency and Retirement Savings Act of 2021: The legislation would provide a penalty-free emergency distribution option from employer-sponsored retirement accounts and IRAs. 2.Portable Retirement and Investment Account Act (PRIA): Creates retirement accounts at birth to help establish lifelong savings/retirement accounts. 3.H.R. 2954, Securing a Strong Retirement Act (SECURE 2.0) / Retirement Security and Savings Act: Comprehensive retirement savings legislation. 4.S. 1272, The SIMPLE Plan Modernization Act: The bill would raise the contribution limit for SIMPLE plans from $13,500 to $16,500 with a corresponding increase in the catch-up limit from $3,000 to $4,750. 5.S. 1770, The Retirement Security & Savings Act: Comprehensive retirement savings legislation. 6.S. 1703, The Improving Access to Retirement Savings Act of 2021: The bill would expand Open Multiple Employer Plans to include 403(b) accounts, create a safe harbor for correcting employee deferrals and make clarifications for small businesses who wish to utilize a credit to offer a retirement plan to their employees. 7.S. 1443, The Retirement Parity for Student Loans Act: Allows employers to make matching contributions to a 401(k)-retirement plan while their employees make student loan repayments. 8. S. 975 / H.R. 2005, the Womens Retirement Security Act of 2021: Addresses the retirement gap and bolsters womens financial security through amending ERISA and increasing financial literacy. 9.S. 2452, the Encouraging Americans to Save Act: Reforms the savers credit, makes the credit refundable, establishes an R-bond program, and amends the deadline to fund an IRA with a tax refund, among other provisions. 10. H.R. 5891, The Retirement Improvement and Saving Enhancement (RISE) Act: Contains several retirement security provisions, also included within H.R. 2459 (SSRA). Also requires DOL, the Department of the Treasury, and the Pension Benefit Guaranty Corporation (PBGC) to review reporting and disclosure requirements for pension plans and make recommendations to Congress to consolidate, simplify, standardize, and improve such requirements. 11. Audit Consolidation Act and the Simplifying Retirement Act: Allows group plans to file a single Form 5500 for the entire retirement plan, ensures small employers are not burdened with administrative complexities. Allows pooled employer providers who manage PEPs to utilize Discretionary or Directed Trustees to manage assets and collect contributions would help to contain costs and make plan easier to manage for the small employers who choose to participate. 12.H.R. 6746, Lifetime Income for Employees (LIFE) Act of 2022: Amends the current rules for qualified default investment alternatives to facilitate the use of an annuity component will expand the availability of guaranteed returns and guaranteed lifetime income that help savers secure their retirement futures. 13.The Enhancing American Retirement Now (EARN) Act: Builds upon S. 1770 with additional retirement provisions. Considered the Senate version of SECURE 2.0. 14.The Rise and Shine Act: SENATE HELP provisions covered by ERISA to be included with a Senate retirement package (SECURE 2.0). 15. S. 2415 and H.R. 7107, the Long-Term Care Affordability Act: Would allow for tax free distributions from retirement accounts to fund LTC contracts. 16. S.4103, Helping Parents Save for College Act of 2022: Would make two important changes to the way 529 college savings accounts are designed to increase utilization. 17. S.4087, INFORM Act: would require plan sponsors to provide participants and beneficiaries with the critical information that would allow them to make an informed decision when presented with such a lump-sum offer. The INFORM Act also would require a notice to affected participants and beneficiaries 90 days before the period in which they must make a decision. The INFORM Act would further require disclosure to the Department of Labor, so information can be collected on these practices. 18. S.3993, the Savings Access for Escaping and Rebuilding Act (SAFER) Act: A bill to amend the Internal Revenue Code of 1986 to allow penalty-free withdrawals from retirement plans for domestic abuse victims. 19. S.1273, the Military Spouses Retirement Security Act: Would allow military spouses to vest earlier and provide incentives for employers. 20.American Worker Savings and Wealth Creation Plan Act: Would create a TSP type government-run retirement program. Income Security The Enhancing American Retirement Now (EARN) Act: Builds upon S. 1770 with additional retirement provisions. Considered the Senate version of SECURE 2.0. S. 2415 and H.R. 7107, the Long-Term Care Affordability Act: Would allow for tax free distributions from retirement accounts to fund LTC contracts. H.R. 133, Both provisions are in the larger bill. H.R.1185 - FAMILY Act. Issue: paid family and medical leave proposal would offer paid leave benefits via a payroll tax for birth or adoption of a child or caring for a sick family member. H.R.1940 - New Parents Act of 2019. Issue: paid family and medical leave H.R.2163 - To amend the Internal Revenue Code of 1986 to allow for tax-advantaged distributions from health savings accounts during family or medical leave, and for other purposes. Issue: paid family and medical leave S.463 - FAMILY Act. Issue: paid family and medical leave- paid family and medical leave proposal would offer paid leave benefits via a payroll tax for birth or adoption of a child or caring for a sick family member S.920 - New Parents Act of 2019. Issue: paid family and medical leave Discussion draft - CRADLE Act. Issue: paid family and medical leave - allows for a deferment of retirement benefits for paid leave benefits. Proposed FY 2020 Budget proposal on paid family and medical leave. Issue: paid family and medical leave H.R. 2694 - Pregnant Workers Fairness Act. Issue: paid family and medical leave. Concurrent Resolution on the Budget, FY2022, S.Con.Res.14. The budget resolution calls for the $3.5 trillion in long-term investments to be fully offset by a combination of new tax revenues, health care savings, and long-term economic growth. In addition, the agreement would prohibit new taxes on families making less than $400,000 per year, and on small businesses and family farms. Issue: Medicare/Dental (Expanding Medicare to include dental, vision, hearing benefits and lowering the eligibility age). H.R. 5376- Build Back Better Act this bill provides funding, establishes programs, and otherwise modifies provisions relating to a broad array of areas, including education, labor, child-care, health care, taxes, immigration, and the environment. Diversity and Inclusion H.R. 5084 - Improving Corporate Governance Through Diversity Act. Issue: diversity and inclusion. H.R. 5360 - Closing the Racial Wealth Gap Act. Issue: diversity and inclusion. H.R. 281 - Ensuring Diverse Leadership Act. Issue: diversity and inclusion. H.R. 7946 and S. 4464 - Federal Reserve Racial and Economic Equity Act. Issue: diversity and inclusion.

Client expense: $792,515 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

1.S. 1870/H.R. 7146, the Enhancing Emergency and Retirement Savings Act of 2021: The legislation would provide a penalty-free emergency distribution option from employer-sponsored retirement accounts and IRAs. 2.Portable Retirement and Investment Account Act (PRIA): Creates retirement accounts at birth to help establish lifelong savings/retirement accounts. 3.H.R. 2954, Securing a Strong Retirement Act (SECURE 2.0) / Retirement Security and Savings Act: Comprehensive retirement savings legislation. 4.S. 1272, The SIMPLE Plan Modernization Act: The bill would raise the contribution limit for SIMPLE plans from $13,500 to $16,500 with a corresponding increase in the catch-up limit from $3,000 to $4,750. 5.S. 1770, The Retirement Security & Savings Act: Comprehensive retirement savings legislation. 6.S. 1703, The Improving Access to Retirement Savings Act of 2021: The bill would expand Open Multiple Employer Plans to include 403(b) accounts, create a safe harbor for correcting employee deferrals and make clarifications for small businesses who wish to utilize a credit to offer a retirement plan to their employees. 7.S. 1443, The Retirement Parity for Student Loans Act: Allows employers to make matching contributions to a 401(k) retirement plan while their employees make student loan repayments. 8. S. 975 / H.R. 2005, the Womens Retirement Security Act of 2021: Addresses the retirement gap and bolsters womens financial security through amending ERISA and increasing financial literacy. 9.S. 2452, the Encouraging Americans to Save Act: Reforms the savers credit, makes the credit refundable, establishes an R-bond program, and amends the deadline to fund an IRA with a tax refund, among other provisions. 10. H.R. 5891, The Retirement Improvement and Saving Enhancement (RISE) Act: Contains several retirement security provisions, also included within H.R. 2459 (SSRA). Also requires DOL, the Department of the Treasury, and the Pension Benefit Guaranty Corporation (PBGC) to review reporting and disclosure requirements for pension plans and make recommendations to Congress to consolidate, simplify, standardize, and improve such requirements. 11. Audit Consolidation Act and the Simplifying Retirement Act: Allows group plans to file a single Form 5500 for the entire retirement plan, ensures small employers are not burdened with administrative complexities. Allows pooled employer providers who manage PEPs to utilize Discretionary or Directed Trustees to manage assets and collect contributions would help to contain costs and make plan easier to manage for the small employers who choose to participate. 12.H.R. 6746, Lifetime Income for Employees (LIFE) Act of 2022: Amends the current rules for qualified default investment alternatives to facilitate the use of an annuity component will expand the availability of guaranteed returns and guaranteed lifetime income that help savers secure their retirement futures. 13.The Enhancing American Retirement Now (EARN) Act: Builds upon S. 1770 with additional retirement provisions. Considered the Senate version of SECURE 2.0. 14.The Rise and Shine Act: SENATE HELP provisions covered by ERISA to be included with a Senate retirement package (SECURE 2.0). 15. S. 2415 and H.R. 7107, the Long-Term Care Affordability Act: Would allow for tax free distributions from retirement accounts to fund LTC contracts. 16. S.4103, Helping Parents Save for College Act of 2022: Would make two important changes to the way 529 college savings accounts are designed to increase utilization. 17. S.4087, INFORM Act: would require plan sponsors to provide participants and beneficiaries with the critical information that would allow them to make an informed decision when presented with such a lump-sum offer. The INFORM Act also would require a notice to affected participants and beneficiaries 90 days before the period in which they must make a decision. The INFORM Act would further require disclosure to the Department of Labor, so information can be collected on these practices. 18. S.3993, the Savings Access for Escaping and Rebuilding Act (SAFER) Act: A bill to amend the Internal Revenue Code of 1986 to allow penalty-free withdrawals from retirement plans for domestic abuse victims. 19. S.1273, the Military Spouses Retirement Security Act: Would allow military spouses to vest earlier and provide incentives for employers. Income Security The Enhancing American Retirement Now (EARN) Act: Builds upon S. 1770 with additional retirement provisions. Considered the Senate version of SECURE 2.0. S. 2415 and H.R. 7107, the Long-Term Care Affordability Act: Would allow for tax free distributions from retirement accounts to fund LTC contracts. H.R. 133, Both provisions are in the larger bill. H.R.1185 - FAMILY Act. Issue: paid family and medical leave proposal would offer paid leave benefits via a payroll tax for birth or adoption of a child or caring for a sick family member. H.R.1940 - New Parents Act of 2019. Issue: paid family and medical leave H.R.2163 - To amend the Internal Revenue Code of 1986 to allow for tax-advantaged distributions from health savings accounts during family or medical leave, and for other purposes. Issue: paid family and medical leave S.463 - FAMILY Act. Issue: paid family and medical leave- paid family and medical leave proposal would offer paid leave benefits via a payroll tax for birth or adoption of a child or caring for a sick family member S.920 - New Parents Act of 2019. Issue: paid family and medical leave Discussion draft - CRADLE Act. Issue: paid family and medical leave - allows for a deferment of retirement benefits for paid leave benefits. Proposed FY 2020 Budget proposal on paid family and medical leave. Issue: paid family and medical leave H.R. 2694 - Pregnant Workers Fairness Act. Issue: paid family and medical leave. Concurrent Resolution on the Budget, FY2022, S.Con.Res.14. The budget resolution calls for the $3.5 trillion in long-term investments to be fully offset by a combination of new tax revenues, health care savings, and long-term economic growth. In addition, the agreement would prohibit new taxes on families making less than $400,000 per year, and on small businesses and family farms. Issue: Medicare/Dental (Expanding Medicare to include dental, vision, hearing benefits and lowering the eligibility age). H.R. 5376- Build Back Better Act this bill provides funding, establishes programs, and otherwise modifies provisions relating to a broad array of areas, including education, labor, child-care, health care, taxes, immigration, and the environment. Diversity and Inclusion H.R. 5084 - Improving Corporate Governance Through Diversity Act. Issue: diversity and inclusion. H.R. 5360 - Closing the Racial Wealth Gap Act. Issue: diversity and inclusion. H.R. 281 - Ensuring Diverse Leadership Act. Issue: diversity and inclusion. H.R. 7946 and S. 4464 - Federal Reserve Racial and Economic Equity Act. Issue: diversity and inclusion.

Client expense: $743,405 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

1.S. 1870, the Enhancing Emergency and Retirement Savings Act of 2021: The legislation would provide a penalty-free emergency distribution option from employer-sponsored retirement accounts and IRAs. 2.Portable Retirement and Investment Account Act (PRIA): Creates retirement accounts at birth to help establish lifelong savings/retirement accounts. 3.H.R. 2954, Securing a Strong Retirement Act (SECURE 2.0) / Retirement Security and Savings Act: Comprehensive retirement savings legislation. 4.S. 1272, The SIMPLE Plan Modernization Act: The bill would raise the contribution limit for SIMPLE plans from $13,500 to $16,500 with a corresponding increase in the catch-up limit from $3,000 to $4,750. 5.S. 1770, The Retirement Security & Savings Act: Comprehensive retirement savings legislation. 6.S. 1703, The Improving Access to Retirement Savings Act of 2021: The bill would expand Open Multiple Employer Plans to include 403(b) accounts, create a safe harbor for correcting employee deferrals and make clarifications for small businesses who wish to utilize a credit to offer a retirement plan to their employees. 7.S. 1443, The Retirement Parity for Student Loans Act: Allows employers to make matching contributions to a 401(k) retirement plan while their employees make student loan repayments. 8. S. 975 / H.R. 2005, the Womens Retirement Security Act of 2021: Addresses the retirement gap and bolsters womens financial security through amending ERISA and increasing financial literacy. 9.S. 2452, the Encouraging Americans to Save Act: Reforms the savers credit, makes the credit refundable, establishes an R-bond program, and amends the deadline to fund an IRA with a tax refund, among other provisions. 10.H.R. 5891, The Retirement Improvement and Saving Enhancement (RISE) Act: Contains several retirement security provisions, also included within H.R. 2459 (SSRA). Also requires DOL, the Department of the Treasury, and the Pension Benefit Guaranty Corporation (PBGC) to review reporting and disclosure requirements for pension plans and make recommendations to Congress to consolidate, simplify, standardize, and improve such requirements. 11. Audit Consolidation Act and the Simplifying Retirement Act: Allows group plans to file a single Form 5500 for the entire retirement plan, ensures small employers are not burdened with administrative complexities. Allows pooled employer providers who manage PEPs to utilize Discretionary or Directed Trustees to manage assets and collect contributions would help to contain costs and make plan easier to manage for the small employers who choose to participate. 12.H.R. 6746, Lifetime Income for Employees (LIFE) Act of 2022: Amends the current rules for qualified default investment alternatives to facilitate the use of an annuity component will expand the availability of guaranteed returns and guaranteed lifetime income that help savers secure their retirement futures. Income Security H.R. 133, Both provisions are in the larger bill. H.R.1185 - FAMILY Act. Issue: paid family and medical leave proposal would offer paid leave benefits via a payroll tax for birth or adoption of a child or caring for a sick family member. H.R.1940 - New Parents Act of 2019. Issue: paid family and medical leave H.R.2163 - To amend the Internal Revenue Code of 1986 to allow for tax-advantaged distributions from health savings accounts during family or medical leave, and for other purposes. Issue: paid family and medical leave S.463 - FAMILY Act. Issue: paid family and medical leave- paid family and medical leave proposal would offer paid leave benefits via a payroll tax for birth or adoption of a child or caring for a sick family member S.920 - New Parents Act of 2019. Issue: paid family and medical leave Discussion draft - CRADLE Act. Issue: paid family and medical leave - allows for a deferment of retirement benefits for paid leave benefits. Proposed FY 2020 Budget proposal on paid family and medical leave. Issue: paid family and medical leave H.R. 2694 - Pregnant Workers Fairness Act. Issue: paid family and medical leave. Concurrent Resolution on the Budget, FY2022, S.Con.Res.14. The budget resolution calls for the $3.5 trillion in long-term investments to be fully offset by a combination of new tax revenues, health care savings, and long-term economic growth. In addition, the agreement would prohibit new taxes on families making less than $400,000 per year, and on small businesses and family farms. Issue: Medicare/Dental (Expanding Medicare to include dental, vision, hearing benefits and lowering the eligibility age). H.R. 5376- Build Back Better Act this bill provides funding, establishes programs, and otherwise modifies provisions relating to a broad array of areas, including education, labor, child-care, health care, taxes, immigration, and the environment. Diversity and Inclusion H.R. 5084 - Improving Corporate Governance Through Diversity Act. Issue: diversity and inclusion. H.R. 5360 - Closing the Racial Wealth Gap Act. Issue: diversity and inclusion. H.R. 281 - Ensuring Diverse Leadership Act. Issue: diversity and inclusion. H.R. 7946 and S. 4464 - Federal Reserve Racial and Economic Equity Act. Issue: diversity and inclusion.

Client expense: $802,683 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Retirement Security, Q4 2021 1.Build Back Better Act (Budget Reconciliation): Automatic Retirement Plan inclusion that would mandate retirement plans in the workplace for employers with 5 or more employees. 2.S. 1870, the Enhancing Emergency and Retirement Savings Act of 2021: The legislation would provide a penalty-free emergency distribution option from employer-sponsored retirement accounts and IRAs. 3.Portable Retirement and Investment Account Act (PRIA): Creates retirement accounts at birth to help establish lifelong savings/retirement accounts. 4.H.R. 2954, Securing a Strong Retirement Act (SECURE 2.0) / Retirement Security and Savings Act: Comprehensive retirement savings legislation. 5.S. 1272, The SIMPLE Plan Modernization Act: The bill would raise the contribution limit for SIMPLE plans from $13,500 to $16,500 with a corresponding increase in the catch-up limit from $3,000 to $4,750. 6.S. 1770, The Retirement Security & Savings Act: Comprehensive retirement savings legislation. 7.S. 1703, The Improving Access to Retirement Savings Act of 2021: The bill would expand Open Multiple Employer Plans to include 403(b) accounts, create a safe harbor for correcting employee deferrals and make clarifications for small businesses who wish to utilize a credit to offer a retirement plan to their employees. 8.S. 1443, The Retirement Parity for Student Loans Act: Allows employers to make matching contributions to a 401(k) retirement plan while their employees make student loan repayments. 9. S. 975 / H.R. 2005, the Womens Retirement Security Act of 2021: Addresses the retirement gap and bolsters womens financial security through amending ERISA and increasing financial literacy. 10.S. 2452, the Encouraging Americans to Save Act: Reforms the savers credit, makes the credit refundable, establishes an R-bond program, and amends the deadline to fund an IRA with a tax refund, among other provisions. 11.H.R. 5891, The Retirement Improvement and Saving Enhancement (RISE) Act: Contains several retirement security provisions, also included within H.R. 2459 (SSRA). Also requires DOL, the Department of the Treasury, and the Pension Benefit Guaranty Corporation (PBGC) to review reporting and disclosure requirements for pension plans and make recommendations to Congress to consolidate, simplify, standardize, and improve such requirements. Income Security H.R. 133, Both provisions are in the larger bill. Group Insurance Products. The Continuing Paycheck Protection Program includes ACLIs suggested language to clarify that the loan money can be used and will be forgiven for other group insurance products including: life, disability, vision, and dental. The amendment applies to loans already made. Extension of Paid Leave Credits. Extension of credits for paid sick and family leave which extended the provisions of FFCRA until March 31, 2021 and replaced the mandate to provide paid sick leave related to the pandemic with a payroll tax subsidy to employers who provide the leave. H.R. 748, The CARES Act. Large, comprehensive COVID-19 relief bill. Issue Paycheck protection program and paid family medical leave. H.R. 6800, The HEROES Act. Large, comprehensive COVID-19 relief bill. Issue Paycheck protection program and paid family medical leave. H.R.1185 - FAMILY Act. Issue: paid family and medical leave proposal would offer paid leave benefits via a payroll tax for birth or adoption of a child or caring for a sick family member. H.R.1940 - New Parents Act of 2019. Issue: paid family and medical leave H.R.2163 - To amend the Internal Revenue Code of 1986 to allow for tax-advantaged distributions from health savings accounts during family or medical leave, and for other purposes. Issue: paid family and medical leave S.463 - FAMILY Act. Issue: paid family and medical leave- paid family and medical leave proposal would offer paid leave benefits via a payroll tax for birth or adoption of a child or caring for a sick family member S.920 - New Parents Act of 2019. Issue: paid family and medical leave Discussion draft - CRADLE Act. Issue: paid family and medical leave - allows for a deferment of retirement benefits for paid leave benefits. Proposed FY 2020 Budget proposal on paid family and medical leave. Issue: paid family and medical leave H.R. 2694 - Pregnant Workers Fairness Act. Issue: paid family and medical leave. Concurrent Resolution on the Budget, FY2022, S.Con.Res.14. The budget resolution calls for the $3.5 trillion in long-term investments to be fully offset by a combination of new tax revenues, health care savings, and long-term economic growth. In addition, the agreement would prohibit new taxes on families making less than $400,000 per year, and on small businesses and family farms. Issue: Medicare/Dental (Expanding Medicare to include dental, vision, hearing benefits and lowering the eligibility age). H.R. 5376- Build Back Better Act this bill provides funding, establishes programs, and otherwise modifies provisions relating to a broad array of areas, including education, labor, child-care, health care, taxes, immigration, and the environment. Diversity and Inclusion H.R. 5084 - Improving Corporate Governance Through Diversity Act. Issue: diversity and inclusion. H.R. 5360 - Closing the Racial Wealth Gap Act. Issue: diversity and inclusion. H.R. 281 - Ensuring Diverse Leadership Act. Issue: diversity and inclusion. H.R. 7946 and S. 4464 - Federal Reserve Racial and Economic Equity Act. Issue: diversity and inclusion.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

1.Build Back Better Act (Budget Reconciliation): Automatic Retirement Plan inclusion that would mandate retirement plans in the workplace for employers with 5 or more employees. 2.S. 1870, the Enhancing Emergency and Retirement Savings Act of 2021: The legislation would provide a penalty-free emergency distribution option from employer-sponsored retirement accounts and IRAs. 3.Portable Retirement and Investment Account Act (PRIA): Creates retirement accounts at birth to help establish lifelong savings/retirement accounts. 4.H.R. 2954, Securing a Strong Retirement Act (SECURE 2.0) / Retirement Security and Savings Act: Comprehensive retirement savings legislation. 5.S. 1272, The SIMPLE Plan Modernization Act: The bill would raise the contribution limit for SIMPLE plans from $13,500 to $16,500 with a corresponding increase in the catch-up limit from $3,000 to $4,750. 6.S. 1770, The Retirement Security & Savings Act: Comprehensive retirement savings legislation. 7.S. 1703, The Improving Access to Retirement Savings Act of 2021: The bill would expand Open Multiple Employer Plans to include 403(b) accounts, create a safe harbor for correcting employee deferrals and make clarifications for small businesses who wish to utilize a credit to offer a retirement plan to their employees. 8.S. 1443, The Retirement Parity for Student Loans Act: Allows employers to make matching contributions to a 401(k) retirement plan while their employees make student loan repayments. 9. S. 975 / H.R. 2005, the Womens Retirement Security Act of 2021: Addresses the retirement gap and bolsters womens financial security through amending ERISA and increasing financial literacy. 10.S. 2452, the Encouraging Americans to Save Act: Reforms the savers credit, makes the credit refundable, establishes an R-bond program, and amends the deadline to fund an IRA with a tax refund, among other provisions. 11.H.R. 5891, The Retirement Improvement and Saving Enhancement (RISE) Act: Contains several retirement security provisions, also included within H.R. 2459 (SSRA). Also requires DOL, the Department of the Treasury, and the Pension Benefit Guaranty Corporation (PBGC) to review reporting and disclosure requirements for pension plans and make recommendations to Congress to consolidate, simplify, standardize, and improve such requirements. Income Security H.R. 133, Both provisions are in the larger bill. Group Insurance Products. The Continuing Paycheck Protection Program includes ACLIs suggested language to clarify that the loan money can be used and will be forgiven for other group insurance products including: life, disability, vision, and dental. The amendment applies to loans already made. Extension of Paid Leave Credits. Extension of credits for paid sick and family leave which extended the provisions of FFCRA until March 31, 2021 and replaced the mandate to provide paid sick leave related to the pandemic with a payroll tax subsidy to employers who provide the leave. H.R. 748, The CARES Act. Large, comprehensive COVID-19 relief bill. Issue Paycheck protection program and paid family medical leave. H.R. 6800, The HEROES Act. Large, comprehensive COVID-19 relief bill. Issue Paycheck protection program and paid family medical leave. H.R.1185 - FAMILY Act. Issue: paid family and medical leave proposal would offer paid leave benefits via a payroll tax for birth or adoption of a child or caring for a sick family member. H.R.1940 - New Parents Act of 2019. Issue: paid family and medical leave H.R.2163 - To amend the Internal Revenue Code of 1986 to allow for tax-advantaged distributions from health savings accounts during family or medical leave, and for other purposes. Issue: paid family and medical leave S.463 - FAMILY Act. Issue: paid family and medical leave- paid family and medical leave proposal would offer paid leave benefits via a payroll tax for birth or adoption of a child or caring for a sick family member S.920 - New Parents Act of 2019. Issue: paid family and medical leave Discussion draft - CRADLE Act. Issue: paid family and medical leave - allows for a deferment of retirement benefits for paid leave benefits. Proposed FY 2020 Budget proposal on paid family and medical leave. Issue: paid family and medical leave H.R. 2694 - Pregnant Workers Fairness Act. Issue: paid family and medical leave. Concurrent Resolution on the Budget, FY2022, S.Con.Res.14. The budget resolution calls for the $3.5 trillion in long-term investments to be fully offset by a combination of new tax revenues, health care savings, and long-term economic growth. In addition, the agreement would prohibit new taxes on families making less than $400,000 per year, and on small businesses and family farms. Issue: Medicare/Dental (Expanding Medicare to include dental, vision, hearing benefits and lowering the eligibility age). H.R. 5376- Build Back Better Act this bill provides funding, establishes programs, and otherwise modifies provisions relating to a broad array of areas, including education, labor, child-care, health care, taxes, immigration, and the environment. Diversity and Inclusion H.R. 5084 - Improving Corporate Governance Through Diversity Act. Issue: diversity and inclusion. H.R. 5360 - Closing the Racial Wealth Gap Act. Issue: diversity and inclusion. H.R. 281 - Ensuring Diverse Leadership Act. Issue: diversity and inclusion. H.R. 7946 and S. 4464 - Federal Reserve Racial and Economic Equity Act. Issue: diversity and inclusion.

Client expense: $1,001,933 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

1.Build Back Better Act (Budget Reconciliation): Automatic Retirement Plan inclusion that would mandate retirement plans in the workplace for employers with 5 or more employees. 2.American Rescue Plan of 2021: Budget reconciliation legislation that included a pay-for that impacts retirement savers. Section 9709 would have implemented a cost-of-living adjustment freeze for the year 2030 and beyond. 3.S. 1870, the Enhancing Emergency and Retirement Savings Act of 2021: The legislation would provide a penalty-free emergency distribution option from employer-sponsored retirement accounts and IRAs. 4.Portable Retirement and Investment Account Act (PRIA): Creates retirement accounts at birth to help establish lifelong savings/retirement accounts. 5.S. 222, The American Opportunity Accounts Act: Establishes tax-exempt American Opportunity Accounts to provide children at birth with a $1,000 savings account with annual contributions up to $2,000 depending on family income. 6.H.R. 2954, Securing a Strong Retirement Act (SECURE 2.0) / Retirement Security and Savings Act: Comprehensive retirement savings legislation. 7.S. 1272, The SIMPLE Plan Modernization Act: The bill would raise the contribution limit for SIMPLE plans from $13,500 to $16,500 with a corresponding increase in the catch-up limit from $3,000 to $4,750. 8.S. 1770, The Retirement Security & Savings Act: Comprehensive retirement savings legislation. 9.S. 1703, The Improving Access to Retirement Savings Act of 2021: The bill would expand Open Multiple Employer Plans to include 403(b) accounts, create a safe harbor for correcting employee deferrals and make clarifications for small businesses who wish to utilize a credit to offer a retirement plan to their employees. 10.S. 1443, The Retirement Parity for Student Loans Act: Allows employers to make matching contributions to a 401(k) retirement plan while their employees make student loan repayments. 11. S. 975 / H.R. 2005, the Womens Retirement Security Act of 2021: Addresses the retirement gap and bolsters womens financial security through amending ERISA and increasing financial literacy. S. 2452, the Encouraging Americans to Save Act: Reforms the savers credit, makes the credit refundable, establishes an R-bond program, and amends the deadline to fund an IRA with a tax refund, among other provision H.R. 133, Both provisions are in the larger bill. Group Insurance Products. The Continuing Paycheck Protection Program includes ACLIs suggested language to clarify that the loan money can be used and will be forgiven for other group insurance products including: life, disability, vision, and dental. The amendment applies to loans already made. Extension of Paid Leave Credits. Extension of credits for paid sick and family leave which extended the provisions of FFCRA until March 31, 2021 and replaced the mandate to provide paid sick leave related to the pandemic with a payroll tax subsidy to employers who provide the leave. H.R. 748, The CARES Act. Large, comprehensive COVID-19 relief bill. Issue Paycheck protection program and paid family medical leave. H.R. 6800, The HEROES Act. Large, comprehensive COVID-19 relief bill. Issue Paycheck protection program and paid family medical leave. H.R.1185 - FAMILY Act. Issue: paid family and medical leave proposal would offer paid leave benefits via a payroll tax for birth or adoption of a child or caring for a sick family member. H.R.1940 - New Parents Act of 2019. Issue: paid family and medical leave H.R.2163 - To amend the Internal Revenue Code of 1986 to allow for tax-advantaged distributions from health savings accounts during family or medical leave, and for other purposes. Issue: paid family and medical leave S.463 - FAMILY Act. Issue: paid family and medical leave- paid family and medical leave proposal would offer paid leave benefits via a payroll tax for birth or adoption of a child or caring for a sick family member S.920 - New Parents Act of 2019. Issue: paid family and medical leave Discussion draft - CRADLE Act. Issue: paid family and medical leave - allows for a deferment of retirement benefits for paid leave benefits. Proposed FY 2020 Budget proposal on paid family and medical leave. Issue: paid family and medical leave H.R. 2694 - Pregnant Workers Fairness Act. Issue: paid family and medical leave. Concurrent Resolution on the Budget, FY2022, S.Con.Res.14. The budget resolution calls for the $3.5 trillion in long-term investments to be fully offset by a combination of new tax revenues, health care savings, and long-term economic growth. In addition, the agreement would prohibit new taxes on families making less than $400,000 per year, and on small businesses and family farms. Issue: Medicare/Dental (Expanding Medicare to include dental, vision, hearing benefits and lowering the eligibility age). Diversity and Inclusion H.R. 5084 - Improving Corporate Governance Through Diversity Act. Issue: diversity and inclusion. H.R. 5360 - Closing the Racial Wealth Gap Act. Issue: diversity and inclusion. H.R. 281 - Ensuring Diverse Leadership Act. Issue: diversity and inclusion. H.R. 7946 and S. 4464 - Federal Reserve Racial and Economic Equity Act. Issue: diversity and inclusion.

Client expense: $1,043,261 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

1.American Rescue Plan of 2021: Budget reconciliation legislation that included a pay-for that impacts retirement savers. Section 9709 would have implement a cost-of-living adjustment freeze for the year 2030 and beyond. 2.S. 1870, the Enhancing Emergency and Retirement Savings Act of 2021: The legislation would provide a penalty-free emergency distribution option from employer-sponsored retirement accounts and IRAs.Portable Retirement and Investment Account Act (PRIA): Creates retirement accounts at birth to help establish life long savings/retirement accounts. 3.S. 222, The American Opportunity Accounts Act: Establishes tax-exempt American Opportunity Accounts to provide children at birth with a $1,000 savings account with annual contributions up to $2,000 depending on family income. 4.H.R. 2954, Securing a Strong Retirement Act (SECURE 2.0) / Retirement Security and Savings Act: Comprehensive retirement savings legislation. 5.S. 1272, The SIMPLE Plan Modernization Act: The bill would raise the contribution limit for SIMPLE plans from $13,500 to $16,500 with a corresponding increase in the catch-up limit from $3,000 to $4,750. 6.S. 1770, The Retirement Security & Savings Act: Comprehensive retirement savings legislation. 7.S. 1703, The Improving Access to Retirement Savings Act of 2021: The bill would expand Open Multiple Employer Plans to include 403(b) accounts, create a safe harbor for correcting employee deferrals and make clarifications for small businesses who wish to utilize a credit to offer a retirement plan to their employees. 8.S. 1443, The Retirement Parity for Student Loans Act: Allows employers to make matching contributions to a 401(k) retirement plan while their employees make student loan repayments. H.R. 133, Both provisions are in the larger bill. Group Insurance Products. The Continuing Paycheck Protection Program includes ACLIs suggested language to clarify that the loan money can be used and will be forgiven for other group insurance products including: life, disability, vision, and dental. The amendment applies to loans already made. Extension of Paid Leave Credits. Extension of credits for paid sick and family leave which extended the provisions of FFCRA until March 31, 2021 and replaced the mandate to provide paid sick leave related to the pandemic with a payroll tax subsidy to employers who provide the leave. H.R. 748, The CARES Act. Large, comprehensive COVID-19 relief bill. Issue Paycheck protection program and paid family medical leave. H.R. 6800, The HEROES Act. Large, comprehensive COVID-19 relief bill. Issue Paycheck protection program and paid family medical leave. H.R.1185 - FAMILY Act. Issue: paid family and medical leave proposal would offer paid leave benefits via a payroll tax for birth or adoption of a child or caring for a sick family member. H.R.1940 - New Parents Act of 2019. Issue: paid family and medical leave H.R.2163 - To amend the Internal Revenue Code of 1986 to allow for tax-advantaged distributions from health savings accounts during family or medical leave, and for other purposes. Issue: paid family and medical leave S.463 - FAMILY Act. Issue: paid family and medical leave- paid family and medical leave proposal would offer paid leave benefits via a payroll tax for birth or adoption of a child or caring for a sick family member S.920 - New Parents Act of 2019. Issue: paid family and medical leave Discussion draft - CRADLE Act. Issue: paid family and medical leave - allows for a deferment of retirement benefits for paid leave benefits. Proposed FY 2020 Budget proposal on paid family and medical leave. Issue: paid family and medical leave H.R. 2694 - Pregnant Workers Fairness Act. Issue: paid family and medical leave. H.R. 5084 - Improving Corporate Governance Through Diversity Act. Issue: diversity and inclusion. H.R. 5360 - Closing the Racial Wealth Gap Act. Issue: diversity and inclusion. H.R. 281 - Ensuring Diverse Leadership Act. Issue: diversity and inclusion. H.R. 7946 and S. 4464 - Federal Reserve Racial and Economic Equity Act. Issue: diversity and inclusion.

Client expense: $835,786 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

HR 8696 Securing a Strong Retirement Act of 2020. Issue: retirement security. PL 116-136 Coronavirus Aid, Relief and Economic Security (CARES) Act. This bill responds to the COVID-19 outbreak and its impact on public health, the economy and state and local governments, families and businesses. Issue: retirement plan distributions, loans and RMD relief. PL 116-127 Families First Coronavirus Response Act. Issue: paid family and medical leave. PL 116-94 The Further Consolidated Appropriations Act of 2020. Issue: implementation of the SECURE Act within this government funding bill. Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform. HR 6800 HEROES Act. Issue: Paycheck Protection Program and paid family and medical leave. HR 1185/S 463 FAMILY Act. Issue: paid family and medical leave.

Client expense: $430,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

1.American Rescue Plan of 2021: Budget reconciliation legislation that included a pay-for that impacts retirement savers. Section 9709 would have implement a cost-of-living adjustment freeze for the year 2030 and beyond. 2.Short-terms Savings: Proposal that would expand hardship distribution rules in order to incentivize and increase short-term savings. 3.Portable Retirement and Investment Account Act (PRIA): Creates retirement accounts at birth to help establish life long savings/retirement accounts. 4.S. 222, The American Opportunity Accounts Act: Establishes tax-exempt American Opportunity Accounts to provide children at birth with a $1,000 savings account with annual contributions up to $2,000 depending on family income. H.R. 133, Both provisions are in the larger bill. Group Insurance Products. The Continuing Paycheck Protection Program includes ACLIs suggested language to clarify that the loan money can be used and will be forgiven for other group insurance products including: life, disability, vision, and dental. The amendment applies to loans already made. Extension of Paid Leave Credits. Extension of credits for paid sick and family leave which extended the provisions of FFCRA until March 31, 2021 and replaced the mandate to provide paid sick leave related to the pandemic with a payroll tax subsidy to employers who provide the leave. H.R. 748, The CARES Act. Large, comprehensive COVID-19 relief bill. Issue Paycheck protection program and paid family medical leave. H.R. 6800, The HEROES Act. Large, comprehensive COVID-19 relief bill. Issue Paycheck protection program and paid family medical leave. H.R.1185 - FAMILY Act. Issue: paid family and medical leave proposal would offer paid leave benefits via a payroll tax for birth or adoption of a child or caring for a sick family member. H.R.1940 - New Parents Act of 2019. Issue: paid family and medical leave H.R.2163 - To amend the Internal Revenue Code of 1986 to allow for tax-advantaged distributions from health savings accounts during family or medical leave, and for other purposes. Issue: paid family and medical leave S.463 - FAMILY Act. Issue: paid family and medical leave- paid family and medical leave proposal would offer paid leave benefits via a payroll tax for birth or adoption of a child or caring for a sick family member S.920 - New Parents Act of 2019. Issue: paid family and medical leave Discussion draft - CRADLE Act. Issue: paid family and medical leave - allows for a deferment of retirement benefits for paid leave benefits. Proposed FY 2020 Budget proposal on paid family and medical leave. Issue: paid family and medical leave H.R. 2694 - Pregnant Workers Fairness Act. Issue: paid family and medical leave. H.R. 5084 - Improving Corporate Governance Through Diversity Act. Issue: diversity and inclusion. H.R. 5360 - Closing the Racial Wealth Gap Act. Issue: diversity and inclusion. H.R. 281 - Ensuring Diverse Leadership Act. Issue: diversity and inclusion. H.R. 7946 and S. 4464 - Federal Reserve Racial and Economic Equity Act. Issue: diversity and inclusion.

Client expense: $808,648 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

American Rescue Plan of 2021: Budget reconciliation legislation that included a pay-for that impacts retirement savers. Section 9709 would have implement a cost-of-living adjustment freeze for the year 2030 and beyond. Short-terms Savings: Proposal that would expand hardship distribution rules in order to incentivize and increase short-term savings. Portable Retirement and Investment Account Act (PRIA): Creates retirement accounts at birth to help establish life long savings/retirement accounts. S. 222, The American Opportunity Accounts Act: Establishes tax-exempt American Opportunity Accounts to provide children at birth with a $1,000 savings account with annual contributions up to $2,000 depending on family income. Group Insurance Products. The Continuing Paycheck Protection Program includes ACLIs suggested language to clarify that the loan money can be used and will be forgiven for other group insurance products including: life, disability, vision, and dental. The amendment applies to loans already made. Extension of Paid Leave Credits. Extension of credits for paid sick and family leave which extended the provisions of FFCRA until March 31, 2021 and replaced the mandate to provide paid sick leave related to the pandemic with a payroll tax subsidy to employers who provide the leave. H.R.1185 - FAMILY Act. Issue: paid family and medical leave proposal would offer paid leave benefits via a payroll tax for birth or adoption of a child or caring for a sick family member. H.R.2163 - To amend the Internal Revenue Code of 1986 to allow for tax-advantaged distributions from health savings accounts during family or medical leave, and for other purposes. Issue: paid family and medical leave S.463 - FAMILY Act. Issue: paid family and medical leave- paid family and medical leave proposal would offer paid leave benefits via a payroll tax for birth or adoption of a child or caring for a sick family member S.920 - New Parents Act of 2019. Issue: paid family and medical leave Discussion draft - CRADLE Act. Issue: paid family and medical leave - allows for a deferment of retirement benefits for paid leave benefits. Proposed FY 2020 Budget proposal on paid family and medical leave. Issue: paid family and medical leave H.R. 2694 - Pregnant Workers Fairness Act. Issue: paid family and medical leave. H.R. 5084 - Improving Corporate Governance Through Diversity Act. Issue: diversity and inclusion. H.R. 5360 - Closing the Racial Wealth Gap Act. Issue: diversity and inclusion. H.R. 281 - Ensuring Diverse Leadership Act. Issue: diversity and inclusion. H.R. 7946 and S. 4464 - Federal Reserve Racial and Economic Equity Act. Issue: diversity and inclusion.

Client expense: $340,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Funding for Planned Parenthood Paid Family and Medical Leave Paid Sick Leave Child Welfare Provider Inclusion Act (H.R. 897; S. 274) Equal Dignity for Married Taxpayers Act (H.R. 1244; S. 515) Every Child Deserves a Family Act (H.R. 3114; S. 1791) FAMILY Act (H.R. 1185; S. 463) Family Violence Prevention and Services Improvement Act (H.R. 5041; S. 2259) Healthy Families Act (H.R. 1784; S. 840) Protecting LGBTQ Youth Act (H.R. 2775; S. 1073) Stronger Child Abuse Prevention and Treatment Act (H.R. 2480) Runaway and Homeless Youth and Trafficking Prevention Act (H.R. 5191; S. 2916) Paid Sick Days for Public Health Emergencies and Personal and Family Care Act (H.R. 6150; S. 3415) Providing Americans Insured Days of (PAID) Act Leave (S. 3513/H.R. 6442)

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

Government targets: Administration for Children & Families (ACF), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE, White House Office

H.R. 6201 - Families First Coronavirus Response Act S. 463, H.R. 1185, S.920, H.R. 1940 - Paid Family Leave N/A - Annuity Tax Treatment Adjustments N/A - Tax Extenders - CFC Look Through Rule Public Law No. 115-97 - Issues related to the implementation of H.R. 1, the Tax Cuts and Jobs Act No Bill # - Ordinary Tax Treatment of Bonds H.R. 748 - CARES Act H.R. 133 Consolidated Appropriations Act, 2021; related COVID-19 relief and recovery provisions

Client expense: $580,000 · Firm income: Not reported

Government targets: Commodity Futures Trading Commission (CFTC), Consumer Financial Protection Bureau (CFPB), Federal Accounting Standards Advisory Board (FASAB), Federal Highway Administration (FHA), Federal Housing Finance Agency (FHFA), Federal Reserve System, HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of

S. 463, H.R. 1185, S.920, H.R. 1940 - Paid Family Leave N/A - Investment in Opportunity Funds (Opportunity Zones) Rulemaking N/A - Annuity Tax Treatment Adjustments N/A - Tax Extenders - CFC Look Through Rule Public Law No. 115-97 - Issues related to the implementation of H.R. 1, the Tax Cuts and Jobs Act H.R. 748 - CARES Act

Client expense: $790,000 · Firm income: Not reported

Government targets: Commodity Futures Trading Commission (CFTC), Consumer Financial Protection Bureau (CFPB), Federal Accounting Standards Advisory Board (FASAB), Federal Highway Administration (FHA), Federal Housing Finance Agency (FHFA), Federal Reserve System, HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of

H.R. 6201: Families First Coronavirus Response Act S. 463 FAMILY Act/H.R. 1185 FAMILY Act H.R. 6442: Providing Americans Insured Days of Leave Act of 2020/S. 3513: Providing Americans Insured Days of Leave Act of 2020 H.R. 5885: Federal Employee Parental Leave Technical Correction Act/S. 3104: Federal Employee Parental Leave Technical Correction Act

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE, White House Office

H.R. 6201: Families First Coronavirus Response Act S. 463 FAMILY Act/H.R. 1185 FAMILY Act H.R. 6442: Providing Americans Insured Days of Leave Act of 2020/S. 3513: Providing Americans Insured Days of Leave Act of 2020 H.R. 5885: Federal Employee Parental Leave Technical Correction Act/S. 3104: Federal Employee Parental Leave Technical Correction Act

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE, White House Office

H.R. 6201: Families First Coronavirus Response Act S. 463 FAMILY Act/H.R. 1185 FAMILY Act H.R. 6442: Providing Americans Insured Days of Leave Act of 2020/S. 3513: Providing Americans Insured Days of Leave Act of 2020 H.R. 5885: Federal Employee Parental Leave Technical Correction Act/S. 3104: Federal Employee Parental Leave Technical Correction Act paid family leave

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE, White House Office

H.R. 6201: Families First Coronavirus Response Act S. 463 FAMILY Act/H.R. 1185 FAMILY Act H.R. 6442: Providing Americans Insured Days of Leave Act of 2020/S. 3513: Providing Americans Insured Days of Leave Act of 2020 H.R. 5885: Federal Employee Parental Leave Technical Correction Act/S. 3104: Federal Employee Parental Leave Technical Correction Act

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE, White House Office

H.R. 6201: Families First Coronavirus Response Act S. 463 FAMILY Act/H.R. 1185 FAMILY Act H.R. 6442: Providing Americans Insured Days of Leave Act of 2020/S. 3513: Providing Americans Insured Days of Leave Act of 2020 H.R. 5885: Federal Employee Parental Leave Technical Correction Act/S. 3104: Federal Employee Parental Leave Technical Correction Act paid family leave

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE, White House Office

H.R. 6201: Families First Coronavirus Response Act S. 463 FAMILY Act/H.R. 1185 FAMILY Act H.R. 6442: Providing Americans Insured Days of Leave Act of 2020/S. 3513: Providing Americans Insured Days of Leave Act of 2020 H.R. 5885: Federal Employee Parental Leave Technical Correction Act/S. 3104: Federal Employee Parental Leave Technical Correction Act

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE, White House Office

H.R. 6201 - Families First Coronavirus Response Act S. 463, H.R. 1185, S.920, H.R. 1940 - Paid Family Leave N/A - Annuity Tax Treatment Adjustments N/A - Tax Extenders - CFC Look Through Rule Public Law No. 115-97 - Issues related to the implementation of H.R. 1, the Tax Cuts and Jobs Act No Bill # - Ordinary Tax Treatment of Bonds H.R. 748 - CARES Act H.R. 133 Consolidated Appropriations Act, 2021; related COVID-19 relief and recovery provisions

Client expense: $580,000 · Firm income: Not reported

Government targets: Commodity Futures Trading Commission (CFTC), Consumer Financial Protection Bureau (CFPB), Federal Accounting Standards Advisory Board (FASAB), Federal Highway Administration (FHA), Federal Housing Finance Agency (FHFA), Federal Reserve System, HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of

Lobbying Issues Description: Budget and appropriations for disease and injury prevention, including obesity and related diseases; pandemic influenza and emerging infectious diseases; physical activity; public health bioterrorism preparedness; food safety, environmental health; paid sick days; womens and childrens health; community-based public health interventions, and substance misuse/behavioral health issues. Specific Legislation: 1.Implementation of the Patient Protection and Affordable Care Act (Public Law 111-148) 2.Implementation of Pandemic and All-Hazards Preparedness Reauthorization Act and Pandemic and All-Hazards Preparedness and Advancing Innovation Act (Public Law 113-5, 116-22) 3.Implementation of Healthy, Hunger-Free Kids Act of 2010 (Public Law 111-296) 4.Implementation of Every Student Succeeds Act (Public Law 114-95) 5.Implementation of the Comprehensive Addition and Recovery Act (Public Law 114-98) 6.Midnight Rules Relief Act (S.34/H.R. 21) 7.Regulations from the Executive in Need of Scrutiny Act (S. 21/H.R. 26) 8.Regulatory Accountability Act (S.951/H.R. 5/H.R. 45/H.Res.33) 9.Searching for and Cutting Regulations that are Unnecessarily Burdensome (SCRUB) Act (H.R. 998) 10.Regulatory Integrity Act (H.R. 1004) 11.OIRA Insight, Reform, and Accountability Act (S. 676/H.R. 1009) 12.A concurrent resolution setting forth the congressional budget for the United States Government for fiscal year 2017 and setting forth the appropriate budgetary levels for fiscal years 2018 through 2026 (S.Con.Res. 3) 13.American Health Care Act (H.R. 1628/H.Res. 228) 14.Ozone Standards Implementation Act (S. 263/H.R. 806) 15.Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the final rule of the Bureau of Land Management relating to "Waste Prevention, Production Subject to Royalties, and Resource Conservation" (S.J. Res. 11/H.J.Res.36) 16.Common Sense Nutrition Disclosure Act (S. 261/H.R. 772) 17.Reinvigorating Antibiotic and Diagnostic Innovation (READI) Act (H.R. 1840) 18.Preservation of Antibiotics for Medical Treatment Act (H.R. 1587) 19.Preventing Antibiotic Resistance Act (S. 629) 20.Better Care Reconciliation Act (H.R. 1628) and related amendments 21.Public Health Emergency Response Act (S. 196) 22.Recognizing the importance of vaccinations and immunizations in the United States (H.Res.327) 23.Treat and Reduce Obesity Act (S. 830/H.R. 1953) 24.Community Health and Medical Professionals Improve Our Nation (CHAMPION) Act (H.R. 3922) 25.Community Health Investment, Modernization, and Excellence Act of 2017 (S. 1899) 26.Tobacco Tax Equity Act (S. 1837) 27.Healthy Kids Act (S. 1821/H.R. 3921) 28.Implementation of the Drug Quality and Security Act (P.S. 113-54) 29.Continuing Appropriations Act, 2018 and Supplemental Appropriations for Disaster Relief Requirements Act, 2017 (Public Law 115-56) 30.Friendly Airports for Mothers Act (S. 1110/H.R. 2375) 31.Lead-Safe Housing for Kids Act (S. 1583/H.R. 8713) 32.Supporting Working Moms Act (S. 2122/H.R. 3255) 33.Championing Healthy Kids Act (H.R. 3922) 34.Making further continuing appropriations for fiscal year 2018, and for other purposes (Public Law 115-90) 35.An Act to amend the Homeland Security Act of 2002 to require the Secretary of Homeland Security to issue Department of Homeland Security-wide guidance and develop training programs as part of the Department of Homeland Security Blue Campaign, and for other purposes (Public Law 115-96) 36.Tax Cuts and Jobs Act (Public Law 115-97) 37.Pandemic and All-Hazards Preparedness Advancing Innovation Act (P.L. 116-22) 38.Vaccine Access Improvement Act (H.R. 4993) 39.Relief from New Source Performance Standards Act (H.R. 453) 40.Strategies to Address Antimicrobial Resistance (S. 2469) 41.Opioid Quota Reform Act (S. 2535) 42.Hospital Preparedness Program Reauthorization Act (H.R. 4776) 43.Blocking Regulatory Interference from Closing Kilns Act (H.R. 1917) 44.Opioid Crisis Response Act of 2018 (S. 2680) 45.Agriculture and Nutrition Act (H.R. 2) 46.Agriculture Improvement Act (S. 3042) 47.SECURE Act (H.R. 5998) 48.Trauma-Informed Care for Children and Families Act (S. 774) 49.SUPPORT for Patients and Communities Act (H.R. 6) 50.Centers for Disease Control Emergency Response Act (S. 3161) 51.LABEL Opioids Act (S. 3428) 52.Relief from New Source Performance Standards Act (S. 1857) 53.Outdoors for All Act (S. 3499) 54.The MOMMA Act (H.R. 5977) 55.Preventing Maternal Deaths Act (H.R. 1318) 56.Medicare Access to Vaccines Equity Act (not yet introduced) 57.The Support Act (H.R. 6) 58.Climate Change Health Protection and Promotion Act (S. 529) 59.NURSE Act (H.R. 1597) 60.Investing for the People Act (H.R. 2021) 61.Child Care for Working Families Act (H.R. 365/S. 568) 62.FAMILY Act (H.R. 1185/S. 463) 63.Transportation Alternatives Enhancement Act (S. 1098) 64.Lower Health Care Costs Act (S. 1895) 65.LIFT America Act (H.R 2479) 66.Public Health Funding Restoration Act (H.R. 3447/S. 1944) 67.Supporting Older Americans Act of 2020 (HR 4334) 68.Campus Prevention and Recovery Services for Students Act (H.R. 3591) 69.Healthier Students for Stronger Campuses Act (S. 1281) 70.Saving Lives Through Better Data Act (S. 1793) 71.VACCINES Act (H.R. 2862) 72.DISARM Act (H.R. 4100/S. 1712) 73.Community Access, Resources, and Education for Families Act (H.R. 3117) 74.Protecting Seniors Through Immunization Act (S. 1872) 75.Tobacco-Free Youth Act (S. 1541) 76.Tobacco to 21 Act (H.R. 2411/S. 1258) 77.Investing for People Act (H.R. 2021) 78.School Based Health Centers Reauthorization Act (H.R.2075/S.1013) 79.Reversing the Youth Tobacco Epidemic Act of 2019 (H.R. 2339) 80.Social Determinants Accelerator Act (H.R. 4004/S. 2986) 81.Mental Health Professionals Workforce Shortage Loan Repayment Act (H.R. 2431) 82.The UNDERSTAND Act (S. 1323) 83.Americas Transportation Infrastructure Act (S. 2302) 84.Barriers to Suicide Act of 2019 (H.R. 4309) 85.Promoting Physical Activity for Americans Act (S. 1608/H.R. 2891) 86.Public Health Infrastructure Modernization Act of 2019 (H.R. 5321) 87.Supporting Healthy Mothers and Infants Act (H.R. 5249) 88.Lead-Free Future Act (H.R. 4416) 89.Home Visiting to Reduce Maternal Mortality and Morbidity Act (H.R. 4768) 90.Recognizing the anniversary of the eradication of smallpox and the importance of vaccination in the United States and worldwide (H. Res. 592) 91.Coronavirus Preparedness and Response Supplemental Appropriations Act (H.R. 6074) 92.Families First Coronavirus Response Act (H.R. 6201) 93.Coronavirus Aid, Relief, and Economic Security (CARES) Act (H.R. 748) 94.Connecting Americas Transportation Infrastructure Act (H.R. 5696/S. 3391)) 95.Improving Access to Remote Behavioral Health Treatment Act (S. 2244/H.R. 4131) 96.National Suicide Hotline Designation Act (S. 2661/H.R. 4194) 97.Suicide Prevention Lifeline Improvement Act (H.R. 4564) 98.Campaign to Prevent Suicide Act (H.R. 4585) 99.Medicaid Reentry Act (H.R. 1329) 100.Excellence in Mental Health and Addiction Treatment Expansion Act (S. 824/H.R. 1767) 101.Mental Health Services for Students Act (S. 1122/H.R. 1109) 102.Suicide Training and Awareness Nationally Delivered for Universal Prevention (STANDUP) Act (S. 2492/H.R. 2599) 103.Mental Health Parity Compliance Act (S. 1737/H.R. 3165) 104.Behavioral Health Transparency Act (S. 1576/H.R. 2874) 105.Medicare Mental Health Access Act (S. 2772/H.R. 884) 106.Public Health Emergency Response and Accountability Act (S. 3309) 107.Family Violence Prevention and Services Improvement Act (H.R. 5041) 108.Protecting the Health of Americas Older Adults During COVID-19 and Beyond Act (H.R. 6935) 109.Improving Social Determinants Act (H.R. 6561/S. 4440) 110.Urging the establishment of a United States Commission on Truth, Racial Healing, and Transformation (H.Con.Res.100/S.Con.Res.50) 111.FY 2021 Departments of Labor, Health and Human Services, and Education and Related Agencies Appropriations (TBD) 112.Better Tools for Healthy Living Act (S. 1805) 113.The WIC Act (H.R. 6811/S. 2358) 114.Health Equity and Accountability Act (H.R. 6637/S. 4819) 115.Paycheck Protection Program and Health Care Enhancement Act (H.R. 266) 116.The HEROES Act (H.R.6800) 117.Community Solutions for COVID-19 Act (H.R.7077/S.3877) 118.The Black Maternal Health Momnibus Act of 2020 (H.R. 6142) 119.COVID-19 Bias and Anti-Racism Training Act (H.R. 7618/S. 4248) 120.Urging the establishment of a United States Commission on Truth, Racial Healing, and Transformation (H. Con. Res. 100) 121.Community Immunity During COVID-19 Act of 2020 (H.R. 8061) 122.Public Safety Officer Support Act (H.R. 7568) 123.COVID-19 Behavioral Health Support Act (S. 4059) 124.Public Health Workforce Loan Repayment Act (H.R. 6578) 125.Strengthening the Public Health Workforce Act (S. 3737) 126.A resolution declaring racism a public health crisis (S. Res. 655) 127.Pandemic Child Hunger Prevention Act (H.R.7887) 128.Public Health Infrastructure Saves Lives Act (S. 4740) 129.CARE for Families Act (H.R. 3117/S. 3354) 130.Improving Data Collection for Adverse Childhood Experiences Act (H.R. 7689/S. 4980) 131.The STANDUP Act of 2020 (H.R. 7293) 132.The Effective Suicide Screening and Assessment in the Emergency Department Act (H.R. 4861) 133.The Pursuing Equity in Mental Health Act of 2019 (H.R. 5469) 134.The Improving Mental Health Access from the Emergency Department Act (H.R. 2519/S. 1334) 135.The Suicide Prevention Act (H.R. 5619/S. 3198) 136.The Helping Emergency Responders Overcome (HERO) Act (H.R. 1646/S. 3244) 137.The Campaign to Prevent Suicide Act (H.R. 4585) 138.The Maternal Health Immunization Enhancement Act (S. 4690) 139.Pandemic Vaccine Access Improvement Act (Not yet introduced) 140.Moving Forward Act (H.R. 2) 141.Continuing Appropriations Act, 2021 and Other Extensions Act (HR 8319) Coronavirus Response Additional Supplemental Appropriations Act (S. 4320). 142.ETHIC Act (H.R. 8205) 143.Safely Back to School and Work Act (S. 4322) 144.Supporting the goals and ideals of BIPOC Mental Health Awareness Month (H.Res. 1064) 145.COVID-19 Health Disparities Action Act (S. 4262) 146.Protecting American Heroes Act of 2020 (S. 4368) 147.Health STATISTICS Act (H.R. 8080) 148.Maternal Health Quality Improvement Act (H.R. 4995) 149.Helping MOMS Act of 2020 (H.R. 4996) 150.Maternal Immunization Enhancement Act 151.FY2021 Omnibus and COVID Relief and Response Act (P.L. 116-260) 152.Helping Adults Protect Immunity (HAPI) Act (H.R. 4864) 153.Secure Affordable Vaccines Equally (SAVE) for Seniors Act (H.R. 8623) House(s) of Congress and Federal Agencies lobbied during the quarter: House, Senate, Exec Office of Pres, HHS, CDC, FDA, CMS, OMB, DOT, HUD, EPA, NIMH, Education, USDA, DHS, FEMA, and SAMHSA.

Client expense: $41,268 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Centers For Disease Control & Prevention (CDC), Centers For Medicare and Medicaid Services (CMS), Education, Dept of, Environmental Protection Agency (EPA), Executive Office of the President (EOP), Federal Emergency Management Agency (FEMA), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Office of Management & Budget (OMB), SENATE, Substance Abuse & Mental Health Services Administration (SAMHSA), Transportation, Dept of (DOT)

Lobbying Issues Description: Budget and appropriations for disease and injury prevention, including obesity and related diseases; pandemic influenza and emerging infectious diseases; physical activity; public health bioterrorism preparedness; food safety, environmental health; paid sick days; womens and childrens health; community-based public health interventions, and substance misuse/behavioral health issues. Specific Legislation: 1.Implementation of the Patient Protection and Affordable Care Act (Public Law 111-148) 2.Implementation of Pandemic and All-Hazards Preparedness Reauthorization Act and Pandemic and All-Hazards Preparedness and Advancing Innovation Act (Public Law 113-5, 116-22) 3.Implementation of Healthy, Hunger-Free Kids Act of 2010 (Public Law 111-296) 4.Implementation of Every Student Succeeds Act (Public Law 114-95) 5.Implementation of the Comprehensive Addition and Recovery Act (Public Law 114-98) 6.Midnight Rules Relief Act (S.34/H.R. 21) 7.Regulations from the Executive in Need of Scrutiny Act (S. 21/H.R. 26) 8.Regulatory Accountability Act (S.951/H.R. 5/H.R. 45/H.Res.33) 9.Searching for and Cutting Regulations that are Unnecessarily Burdensome (SCRUB) Act (H.R. 998) 10.Regulatory Integrity Act (H.R. 1004) 11.OIRA Insight, Reform, and Accountability Act (S. 676/H.R. 1009) 12.A concurrent resolution setting forth the congressional budget for the United States Government for fiscal year 2017 and setting forth the appropriate budgetary levels for fiscal years 2018 through 2026 (S.Con.Res. 3) 13.American Health Care Act (H.R. 1628/H.Res. 228) 14.Ozone Standards Implementation Act (S. 263/H.R. 806) 15.Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the final rule of the Bureau of Land Management relating to "Waste Prevention, Production Subject to Royalties, and Resource Conservation" (S.J. Res. 11/H.J.Res.36) 16.Common Sense Nutrition Disclosure Act (S. 261/H.R. 772) 17.Reinvigorating Antibiotic and Diagnostic Innovation (READI) Act (H.R. 1840) 18.Preservation of Antibiotics for Medical Treatment Act (H.R. 1587) 19.Preventing Antibiotic Resistance Act (S. 629) 20.Better Care Reconciliation Act (H.R. 1628) and related amendments 21.Public Health Emergency Response Act (S. 196) 22.Recognizing the importance of vaccinations and immunizations in the United States (H.Res.327) 23.Treat and Reduce Obesity Act (S. 830/H.R. 1953) 24.Community Health and Medical Professionals Improve Our Nation (CHAMPION) Act (H.R. 3922) 25.Community Health Investment, Modernization, and Excellence Act of 2017 (S. 1899) 26.Tobacco Tax Equity Act (S. 1837) 27.Healthy Kids Act (S. 1821/H.R. 3921) 28.Implementation of the Drug Quality and Security Act (P.S. 113-54) 29.Continuing Appropriations Act, 2018 and Supplemental Appropriations for Disaster Relief Requirements Act, 2017 (Public Law 115-56) 30.Friendly Airports for Mothers Act (S. 1110/H.R. 2375) 31.Lead-Safe Housing for Kids Act (S. 1583/H.R. 8713) 32.Supporting Working Moms Act (S. 2122/H.R. 3255) 33.Championing Healthy Kids Act (H.R. 3922) 34.Making further continuing appropriations for fiscal year 2018, and for other purposes (Public Law 115-90) 35.An Act to amend the Homeland Security Act of 2002 to require the Secretary of Homeland Security to issue Department of Homeland Security-wide guidance and develop training programs as part of the Department of Homeland Security Blue Campaign, and for other purposes (Public Law 115-96) 36.Tax Cuts and Jobs Act (Public Law 115-97) 37.Pandemic and All-Hazards Preparedness Advancing Innovation Act (P.L. 116-22) 38.Vaccine Access Improvement Act (H.R. 4993) 39.Relief from New Source Performance Standards Act (H.R. 453) 40.Strategies to Address Antimicrobial Resistance (S. 2469) 41.Opioid Quota Reform Act (S. 2535) 42.Hospital Preparedness Program Reauthorization Act (H.R. 4776) 43.Blocking Regulatory Interference from Closing Kilns Act (H.R. 1917) 44.Opioid Crisis Response Act of 2018 (S. 2680) 45.Agriculture and Nutrition Act (H.R. 2) 46.Agriculture Improvement Act (S. 3042) 47.SECURE Act (H.R. 5998) 48.Trauma-Informed Care for Children and Families Act (S. 774) 49.SUPPORT for Patients and Communities Act (H.R. 6) 50.Centers for Disease Control Emergency Response Act (S. 3161) 51.LABEL Opioids Act (S. 3428) 52.Relief from New Source Performance Standards Act (S. 1857) 53.Outdoors for All Act (S. 3499) 54.The MOMMA Act (H.R. 5977) 55.Preventing Maternal Deaths Act (H.R. 1318) 56.Medicare Access to Vaccines Equity Act (not yet introduced) 57.The Support Act (H.R. 6) 58.Climate Change Health Protection and Promotion Act (S. 529) 59.NURSE Act (H.R. 1597) 60.Investing for the People Act (H.R. 2021) 61.Child Care for Working Families Act (H.R. 365/S. 568) 62.FAMILY Act (H.R. 1185/S. 463) 63.Transportation Alternatives Enhancement Act (S. 1098) 64.Lower Health Care Costs Act (S. 1895) 65.LIFT America Act (H.R 2479) 66.Public Health Funding Restoration Act (H.R. 3447/S. 1944) 67.Supporting Older Americans Act of 2020 (HR 4334) 68.Campus Prevention and Recovery Services for Students Act (H.R. 3591) 69.Healthier Students for Stronger Campuses Act (S. 1281) 70.Saving Lives Through Better Data Act (S. 1793) 71.VACCINES Act (H.R. 2862) 72.DISARM Act (H.R. 4100/S. 1712) 73.Community Access, Resources, and Education for Families Act (H.R. 3117) 74.Protecting Seniors Through Immunization Act (S. 1872) 75.Tobacco-Free Youth Act (S. 1541) 76.Tobacco to 21 Act (H.R. 2411/S. 1258) 77.Investing for People Act (H.R. 2021) 78.School Based Health Centers Reauthorization Act (H.R.2075/S.1013) 79.Reversing the Youth Tobacco Epidemic Act of 2019 (H.R. 2339) 80.Social Determinants Accelerator Act (H.R. 4004/S. 2986) 81.Mental Health Professionals Workforce Shortage Loan Repayment Act (H.R. 2431) 82.The UNDERSTAND Act (S. 1323) 83.Americas Transportation Infrastructure Act (S. 2302) 84.Barriers to Suicide Act of 2019 (H.R. 4309) 85.Promoting Physical Activity for Americans Act (S. 1608/H.R. 2891) 86.Public Health Infrastructure Modernization Act of 2019 (H.R. 5321) 87.Supporting Healthy Mothers and Infants Act (H.R. 5249) 88.Lead-Free Future Act (H.R. 4416) 89.Home Visiting to Reduce Maternal Mortality and Morbidity Act (H.R. 4768) 90.Recognizing the anniversary of the eradication of smallpox and the importance of vaccination in the United States and worldwide (H. Res. 592) 91.Coronavirus Preparedness and Response Supplemental Appropriations Act (H.R. 6074) 92.Families First Coronavirus Response Act (H.R. 6201) 93.Coronavirus Aid, Relief, and Economic Security (CARES) Act (H.R. 748) 94.Connecting Americas Transportation Infrastructure Act (H.R. 5696/S. 3391)) 95.Improving Access to Remote Behavioral Health Treatment Act (S. 2244/H.R. 4131) 96.National Suicide Hotline Designation Act (S. 2661/H.R. 4194) 97.Suicide Prevention Lifeline Improvement Act (H.R. 4564) 98.Campaign to Prevent Suicide Act (H.R. 4585) 99.Medicaid Reentry Act (H.R. 1329) 100.Excellence in Mental Health and Addiction Treatment Expansion Act (S. 824/H.R. 1767) 101.Mental Health Services for Students Act (S. 1122/H.R. 1109) 102.Suicide Training and Awareness Nationally Delivered for Universal Prevention (STANDUP) Act (S. 2492/H.R. 2599) 103.Mental Health Parity Compliance Act (S. 1737/H.R. 3165) 104.Behavioral Health Transparency Act (S. 1576/H.R. 2874) 105.Medicare Mental Health Access Act (S. 2772/H.R. 884) 106.Public Health Emergency Response and Accountability Act (S. 3309) 107.Family Violence Prevention and Services Improvement Act (H.R. 5041) 108.Protecting the Health of Americas Older Adults During COVID-19 and Beyond Act (H.R. 6935) 109.Improving Social Determinants Act (H.R. 6561/S. 4440) 110.Urging the establishment of a United States Commission on Truth, Racial Healing, and Transformation (H.Con.Res.100/S.Con.Res.50) 111.FY 2021 Departments of Labor, Health and Human Services, and Education and Related Agencies Appropriations (TBD) 112.Better Tools for Healthy Living Act (S. 1805) 113.The WIC Act (H.R. 6811/S. 2358) 114.Health Equity and Accountability Act (H.R. 6637/S. 4819) 115.Paycheck Protection Program and Health Care Enhancement Act (H.R. 266) 116.The HEROES Act (H.R.6800) 117.Community Solutions for COVID-19 Act (H.R.7077/S.3877) 118.The Black Maternal Health Momnibus Act of 2020 (H.R. 6142) 119.COVID-19 Bias and Anti-Racism Training Act (H.R. 7618/S. 4248) 120.Urging the establishment of a United States Commission on Truth, Racial Healing, and Transformation (H. Con. Res. 100) 121.Community Immunity During COVID-19 Act of 2020 (H.R. 8061) 122.Public Safety Officer Support Act (H.R. 7568) 123.COVID-19 Behavioral Health Support Act (S. 4059) 124.Public Health Workforce Loan Repayment Act (H.R. 6578) 125.Strengthening the Public Health Workforce Act (S. 3737) 126.A resolution declaring racism a public health crisis (S. Res. 655) 127.Pandemic Child Hunger Prevention Act (H.R.7887) 128.Public Health Infrastructure Saves Lives Act (S. 4740) 129.CARE for Families Act (H.R. 3117/S. 3354) 130.Improving Data Collection for Adverse Childhood Experiences Act (H.R. 7689/S. 4980) 131.The STANDUP Act of 2020 (H.R. 7293) 132.The Effective Suicide Screening and Assessment in the Emergency Department Act (H.R. 4861) 133.The Pursuing Equity in Mental Health Act of 2019 (H.R. 5469) 134.The Improving Mental Health Access from the Emergency Department Act (H.R. 2519/S. 1334) 135.The Suicide Prevention Act (H.R. 5619/S. 3198) 136.The Helping Emergency Responders Overcome (HERO) Act (H.R. 1646/S. 3244) 137.The Campaign to Prevent Suicide Act (H.R. 4585) 138.The Maternal Health Immunization Enhancement Act (S. 4690) 139.Pandemic Vaccine Access Improvement Act (Not yet introduced) 140.Moving Forward Act (H.R. 2) 141.Continuing Appropriations Act, 2021 and Other Extensions Act (HR 8319) Coronavirus Response Additional Supplemental Appropriations Act (S. 4320). 142.ETHIC Act (H.R. 8205) 143.Safely Back to School and Work Act (S. 4322) 144.Supporting the goals and ideals of BIPOC Mental Health Awareness Month (H.Res. 1064) 145.COVID-19 Health Disparities Action Act (S. 4262) 146.Protecting American Heroes Act of 2020 (S. 4368) 147.Health STATISTICS Act (H.R. 8080) 148.Maternal Health Quality Improvement Act (H.R. 4995) 149.Helping MOMS Act of 2020 (H.R. 4996) 150.Maternal Immunization Enhancement Act 151.FY2021 Omnibus and COVID Relief and Response Act (P.L. 116-260) 152.Helping Adults Protect Immunity (HAPI) Act (H.R. 4864) 153.Secure Affordable Vaccines Equally (SAVE) for Seniors Act (H.R. 8623) House(s) of Congress and Federal Agencies lobbied during the quarter: House, Senate, Exec Office of Pres, HHS, CDC, FDA, CMS, OMB, DOT, HUD, EPA, NIMH, Education, USDA, DHS, FEMA, and SAMHSA.

Client expense: $36,974 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Centers For Disease Control & Prevention (CDC), Centers For Medicare and Medicaid Services (CMS), Education, Dept of, Environmental Protection Agency (EPA), Executive Office of the President (EOP), Federal Emergency Management Agency (FEMA), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Office of Management & Budget (OMB), SENATE, Substance Abuse & Mental Health Services Administration (SAMHSA), Transportation, Dept of (DOT)

S.463 & H.R.1185 - FAMILY Act S.840 & H.R.1784 - Healthy Families Act S.2876 & H.R.5296 - Advancing Support for Working Families Act

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

Government targets: Agency for Toxic Substances & Disease Registry, Centers For Disease Control & Prevention (CDC), Environmental Protection Agency (EPA), Equal Employment Opportunity Commission (EEOC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Labor, Dept of (DOL), Occupational Safety & Health Administration (OSHA), SENATE, Transportation, Dept of (DOT)

NETWORK is focused on legislation to protect essential workers in the context of the COVID-19 crisis. NETWORK supports extension of the Pandemic Unemployment Insurance program at $600 to support workers who have lost their jobs due to the pandemic. NETWORK strongly supports HR 582 the Raise the Wage Act of 2019 which raises the federal minimum wage to $15 by 2024. NETWORK strongly supports HR 7 the Paycheck Fairness Act to address the pervasive pay gap that women and people of color experience. NETWORK strongly supports HR 1185, the Family and Medical Insurance Leave Act, so that all workers have access to paid medical leave to care for their family. NETWORK supports HR 1784, the Healthy Families Act, which provides earned paid sick days. NETWORK supports the Pregnancy Worker Fairness Act of 2019. NETWORK strongly supports the Working Family Tax Relief Act of 2019 which expansions the Earned Income Tax Credit so that young workers and workers who do not have dependent children living at home are not taxed into poverty.

Client expense: Not reported · Firm income: Not reported

Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), SENATE, U.S. Trade Representative (USTR)

NETWORK is focused on legislation to protect essential workers in the context of the COVID-19 crisis. NETWORK supports extension of the Pandemic Unemployment Insurance program at $600 to support workers who have lost their jobs due to the pandemic. NETWORK strongly supports HR 582 the Raise the Wage Act of 2019 which raises the federal minimum wage to $15 by 2024. NETWORK strongly supports HR 7 the Paycheck Fairness Act to address the pervasive pay gap that women and people of color experience. NETWORK strongly supports HR 1185, the Family and Medical Insurance Leave Act, so that all workers have access to paid medical leave to care for their family. NETWORK supports HR 1784, the Healthy Families Act, which provides earned paid sick days. NETWORK supports the Pregnancy Worker Fairness Act of 2019. NETWORK strongly supports the Working Family Tax Relief Act of 2019 which expansions the Earned Income Tax Credit so that young workers and workers who do not have dependent children living at home are not taxed into poverty.

Client expense: Not reported · Firm income: Not reported

Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), SENATE, U.S. Trade Representative (USTR)

H.R. 3 - Lower Drug Costs Now Act of 2019 This bill establishes several programs and requirements relating to the prices of prescription drugs. NSBA is monitoring. H.R. 25 - The Fair Tax Act To promote freedom, fairness, and economic opportunity by repealing the income tax and other taxes, abolishing the Internal Revenue Service, and enacting a national sales tax to be administered primarily by the states. NSBA supports H.R. 116 - Investing in Main Street Act The bill amends the Small Business Investment Act of 1958 to increase from 5 percent to 15 percent of its capital and surplus, the amount a national bank, a member bank of the Federal Reserve System, a nonmember insured bank (to the extent permitted under applicable state law), or a federal savings association may invest in one or more small business investment companies (SBICs), or in any entity established to invest solely in SBICs. NSBA is monitoring. H.R. 128 - Small Business Advocacy Improvements Act H.R. 128 allows the SBA Office of Advocacy to examine the role of small business in international economies and to represent small business views before foreign governments and international entities. NSBA is monitoring. H.R.133 - Consolidated Appropriations Act, 2021 Omnibus spending bill which included $900 billion in COVID relief, specifically a new round of lending under the Paycheck Protection Program (PPP). NSBA supports the small business provisions. H.R. 190 - Expanding Contracting Opportunities for Small Business Act H.R. 190 raises the dollar amount of sole-source awards so that they are closer in line with the size of current contracts being awarded in the procurement landscape. NSBA supports. H.R. 206 - Encouraging Small Business Innovators Act H.R. 206 makes a series of changes to the Small Business Innovation Research (SBIR) and Small Business Technology Transfer (STTR) programs, making them easier for small firms to use. NSBA supports. H.R. 216 - Main Street Certainty Act of 2019 Legislation to make permanent the 20-percent pass-through deduction from the Tax Cuts and Jobs Act. NSBA supports. H.R. 218 - The Death Tax Repeal Act This bill repeals the federal estate, gift, and generation-skipping transfer taxes. NSBA supports. H.R. 222 - Death Tax Repeal Act of 2019 This bill repeals the federal estate, gift, and generation-skipping transfer taxes. NSBA supports. H.R. 226 - Clarity on Small Business Participation in Category Management Act H.R. 226 requires the SBA to report federal spending made through designated best-in-class vehicles, and to report on the dollars spent through these vehicles awarded to small businesses. NSBA supports. H.R. 227 - Incentivizing Fairness in Subcontracting Act Bill allows large prime contractors to take credit for subcontracting to small businesses at lower tiers, provided that prime contractors keep records substantiating subcontracting credit claimed at lower tiers, and creates a new dispute process for small subcontractors to bring non-payment issues to the agencys small business advocate (Offices of Small and Disadvantaged Business Utilization). NSBA supports. H.R. 246 - Stimulating Innovation through Procurement Act The bill requires SBA to coordinate with the senior procurement executives of federal agencies participating in a Small Business Innovation Research (SBIR) Program or a Small Business Technology Transfer (STTR) Program to assist small businesses participating in such programs with commercializing research. NSBA supports. H.R. 275 - Medicare Prescription Drug Price Negotiation Act of 2019 Bill requires the federal government to negotiate lower drug prices for seniors enrolled in the Medicare Part D program. NSBA is monitoring. H.R. 448 - The Medicare Drug Price Negotiation Act Bill makes a series of changes relating to the prices of prescription drugs under the Medicare prescription drug benefit and Medicare Advantage (MA) prescription drug plans (PDPs). NSBA is monitoring. H.R. 582 - The Raise the Wage Act This bill amends the Fair Labor Standards Act of 1938 to increase the federal minimum wage for regular employees over a 7-year period, for tipped employees, and for newly hired employees who are less than 20 years old. NSBA opposes. H.R. 593 - Small Business Owners' Tax Simplification Act of 2019H.R. 593 introduces a number of provisions to benefit small businesses, such as aligning estimated payment deadlines and tax filing thresholds, as well as tackling inconsistencies in reporting requirements. NSBA supports. H.R. 1046 - The Medicare Negotiation and Competitive Licensing Act of 2019 Bill would authorize the Secretary of Health and Human Services (HHS) to negotiate drug prices and, if drug companies refuse to negotiate in good faith, it would enable the Secretary to issue a competitive license to another company to produce the medication as a generic. NSBA is monitoring. H.R. 1084 - Family Savings Act of 2019 It includes a variety of provisions aimed at making it easier for smaller businesses to offer tax-qualified retirement savings plans to their employees, encouraging individuals to participate in retirement plans, and promoting savings for nonretirement expenses. NSBA is monitoring. H.R. 1185 - The Family and Medical Insurance Leave (FAMILY) Act Legislation which provide workers with up to 12 weeks of partial income while taking family leave. NSBA opposes. H.R.1384 - Medicare for All Act of 2019 H.R. 1384 would create a single-payer, government-funded health care program within two years, eliminating the age 65 threshold for Medicare eligibility. NSBA is monitoring. H.R. 1420 - Energy Efficient Government Technology Act This bill sets forth requirements with respect to increasing the energy efficiency of information technologies and data centers within the federal government. NSBA is monitoring. H.R. 1534 - Federal Employee Paid Leave Act of 2019 Bill would provide federal employees with 12 weeks paid leave for all instances covered by FMLA. NSBA opposes. H.R. 1644 - Save the Internet Act of 2019 Bill would restore net neutrality rules recently repealed by the Federal Communications Commission (FCC). NSBA supports. H.R. 1648 - Small Business Advanced Cybersecurity Enhancements Act of 2019 Amends the Small Business Act to provide for the establishment of an enhanced cybersecurity assistance and protections for small businesses. NSBA supports. H.R. 1649 - Small Business Development Center Cyber Training Act This bill amends the Small Business Act to require the Small Business Administration to establish a program for certifying employees of small business development centers to provide cybersecurity planning assistance to small businesses. NSBA supports. H.R. 1760 - Advanced Nuclear Fuel Availability Act This bill directs the Office of Nuclear Energy in the Department of Energy to develop and deploy high-assay low-enriched uranium for domestic commercial use and to develop a schedule for recovering costs associated with such development. NSBA is monitoring. H.R. 1768 - Diesel Emissions Reduction Act of 2019 This bill reauthorizes through FY2024 a diesel emissions reduction program under which the Environmental Protection Agency provides grants, rebates, or loans for replacing diesel engines or retrofitting the engines with pollution control technologies. NSBA is monitoring. H.R. 1784 - Healthy Families Act Legislation that would allow workers to annually accrue up 56 hours of paid sick leave or seven days of paid sick leave each year. NSBA opposes. H.R. 1909 - The HALOS Act This bill directs the Securities and Exchange Commission (SEC) to revise Regulation D, which exempts certain offerings from SEC registration requirements but prohibits general solicitation or general advertising with respect to such offerings. NSBA supports. H.R. 1922 - Restoring Access to Medication Act of 2019 This bill repeals provisions of the Internal Revenue Code, as added by the Patient Protection and Affordable Care Act, that limit payments for medications from health savings accounts, medical savings accounts, health flexible spending arrangements, and health reimbursement arrangements to only prescription drugs or insulin (thus allowing distributions from such accounts for over-the-counter drugs). The bill also allows the accounts to be used for menstrual care products. NSBA supports. H.R. 1927 - Separation of Powers Restoration Act of 2019 This bill modifies the scope of judicial review of agency actions to authorize courts reviewing agency actions to decide de novo (without giving deference to the agency's interpretation) all relevant questions of law, including the interpretation of: (1) constitutional and statutory provisions, and (2) rules made by agencies. NSBA supports. H.R. 1933 - Online Sales Simplicity and Small Business Relief Act of 2019 This bill prohibits states from imposing a sales tax collection duty on certain remote sellers. A "remote seller" is a person without a physical presence in a state who makes a sale in the state. NSBA is monitoring. H.R. 2114 - Enhancing State Energy Security Planning and Emergency Preparedness Act of 2019 The bill authorizes the Department of Energy (DOE) to provide financial assistance to states for the implementation, review, and revision of a state energy security plan that assesses the state's existing circumstances and proposes methods to strengthen the ability of the state to have a reliable, secure, and resilient energy infrastructure. NSBA is monitoring. H.R. 2331 - The SBA Cyber Awareness Act It require the SBA to report annually to the Congress on the state of its information technology (IT) and cybersecurity systems, the methods it could use to improve cybersecurity, any IT equipment or systems it has that were produced by an entity doing business principally in China, and any recent cybersecurity risks or incidents and subsequent responses. NSBA supports. H.R. 2345 - Clarifying the Small Business Runway Extension Act Amend the Small Business Act to clarify the intention of Congress that the Administrator of the Small Business Administration is subject to certain requirements with respect to establishing size standards for small business concerns. NSBA is monitoring. H.R. 2513 - The Corporate Transparency Act of 2019 Bill would amend the Bank Secrecy Act to require an applicant seeking to form a corporation or limited liability company (LLC) to disclose the beneficial owners of the entity. NSBA opposes the small business requirements section of the bill. H.R. 2603 - the Northern Mariana Islands Small Business Act Gives the Northern Mariana Islands full access to SBA grant and microloan programs. NSBA supports. H.R. 3630 - The No Surprises Act This bill expands restrictions on charging health care plan holders out-of-network rates for certain services. NSBA is monitoring. H.R. 3666 - STRONGER Patents Act of 2019 Measure would make it easier and more affordable for patent holders to enforce their patents. NSBA supports. H.R. 4069 - The Modern Worker Empowerment Act Amend the FLSA to adopt a common-law test to define the term employee. The bill would have the effect of harmonizing the definition of employee for purposes of federal law and thereby minimizing the uncertainty surrounding the determination as to whether an individual is an employee or independent contractor. NSBA is monitoring. H.R. 4387 - To establish Growth Accelerator Fund Competition within the Small Business Administration H.R. 4387 codifies the SBA-initiated Growth Accelerator Fund Competition within the SBA for four years. The program awards $50,000 prizes to the nations most innovative small business accelerators and incubators. NSBA supports. H.R. 4405 - Women's Business Centers Improvements Act of 2019 The Womens Business Centers Improvements Act strengthens the WBC program to ensure that women entrepreneurs across the country have access to the vital counseling and technical training services that can take them from startup to success. NSBA supports. H.R. 4406 - Small Business Development Centers Improvement Act of 2019 This bill reauthorizes the Small Business Development Center Program through FY2023 and otherwise revises the program. NSBA supports. H.R. 4407 - SCORE for Small Business Act of 2019 This bill reauthorizes through FY2022 the Service Corps of Retired Executives (SCORE) program, outlines the duties of the SCORE Association, and requires the Small Business Administration (SBA) to cooperate with the association to carry out the program. NSBA supports. H.R. 4863 - United States Export Finance Agency Act of 2019 To promote the competitiveness of the United States, to reform and reauthorize the United States Export Finance Agency. NSBA supports. H.R. 4907 - TRUST Act The bill establishes bipartisan commissions to make recommendations on each trust fund, and those recommendations would receive a fast-tracked vote in Congress. NSBA is monitoring. H.R. 4931 - Incubator Act of 2019 The purposes for this Act are to support the growth and success of business incubators throughout the country and to stimulate widespread business development and economic growth. NSBA is monitoring. H.R. 5065 - the Prison to Proprietorship Act for Formerly Incarcerated Act H.R. 5065 provides re-entry entrepreneurship counseling and training services for formerly incarcerated individuals. NSBA supports. H.R. 5078 - the Prison to Proprietorship Act H.R. 5078 provides re-entry entrepreneurship counseling and training services for qualified, non-violent and soon to be released incarcerated individuals. NSBA supports. H.R. 5130 - the Capturing All Small Businesses Act of 2019 H.R. 5130 modifies the Small Business Administrations (SBAs) size calculation for employee based firms, allowing them more time to build their competitiveness. NSBA supports. H.R. 5146 - the Unlocking Opportunities for Small Businesses Act of 2019 H.R. 5146 would allow small businesses to leverage past performance experience obtained as part of joint ventures and subcontracts, which otherwise wouldnt be an option, Small businesses that wish to perform as prime contractors are often faced with a dilemma. NSBA supports. H.R. 5377 - Restoring Tax Fairness for States and Localities Act This bill increases the tax deduction for state and local taxes in 2019 to $20,000 for persons filing a joint tax return if the adjusted gross income of the taxpayer does not exceed $100 million. NSBA is monitoring. H.R. 6312 - COVID-19 RELIEF for Small Businesses Act of 2020 Legislation that would provide relief to small businesses facing consequences from the ongoing COVID-19 outbreak. NSBA is monitoring. H.R. 6333 - To establish a Small Business Financial Assistance Program to support small businesses during the COVID-19 emergency, and for other purposes. This bill requires the Department of the Treasury to establish a Small Business Financial Assistance Program to provide loans and loan guarantees to small businesses. NSBA is monitoring. H.R. 6349 - Continuity of Business Operations Support Act of 2020 This bill requires the Small Business Administration (SBA) to provide grants to small business development centers, women's business centers, and chapters of the Service Corps of Retired Executives to educate and advise small businesses on specified matters related to COVID-19 (i.e., coronavirus disease 2019). NSBA is monitoring. H.R. 6361 - Relief for Small Businesses and Nonprofits Act Bill to provide loan and obligation payment relief for small businesses and non-profits affected by the COVID-19 emergency, and for other purposes. NSBA is monitoring. H.R. 6367 - Entrepreneurial Development COVID-19 Response Act of 2020 This bill requires the Small Business Administration to award grants for small business development centers, women's business centers, and chapters of the Service Corps of Retired Executives to provide small businesses with specified assistance related to COVID-19 (i.e., coronavirus disease 2019). NSBA is monitoring. H.R.6395 - National Defense Authorization Act for Fiscal Year 2021 This bill authorizes FY2021 appropriations and sets forth policies for Department of Defense (DOD) programs and activities. NSBA opposes the beneficial ownership provisions. H.R. 6396 - To provide tax and regulatory relief and health care flexibility to individuals and businesses affected by the 2020 coronavirus pandemic. NSBA is monitoring. H.R.8900 - Further Continuing Appropriations Act, 2021, and Other Extensions Act Bill moves the government funding deadline from Dec. 11 to Dec. 18, in addition to providing a one-week extension for certain health programs. NSBA supports. S. 92 - Regulations from the Executive in Need of Scrutiny Act of 2019 The REINS Act seeks to restore authority to Congress by allowing lawmakers to have final say on regulations with an estimated economic impact of more than $100 million. NSBA supports. S. 215 - Death Tax Repeal Act of 2019 This bill amends the Internal Revenue Code to: (1) repeal the estate and generation-skipping transfer taxes, and (2) make permanent the maximum 35% gift tax rate and the lifetime gift tax exemption. The bill also provides for an inflation adjustment to such exemption amount. NSBA supports. S. 463 - The Family and Medical Insurance Leave (FAMILY) Act Legislation which provide workers with up to 12 weeks of partial income while taking family leave. NSBA opposes. S. 673 - Expanding Contracting Opportunities for Small Businesses Act of 2019 Bill increases the size of sole source contract awards for women owned, service-disabled veteran-owned, HUBZone, and socially and economically disadvantaged small businesses, and implements a new eligibility determination process to ensure sole source awards are made to eligible firms. NSBA supports. S. 682 -Save the Internet Act of 2019 Bill would restore net neutrality rules recently repealed by the Federal Communications Commission (FCC). NSBA supports. S. 771 - Small Business Cyber Training Act of 2019 This bill amends the Small Business Act to require the Small Business Administration to establish a program for certifying employees of small business development centers to provide cybersecurity planning assistance to small businesses. NSBA supports. S. 840 - Healthy Families Act Legislation that would allow workers to annually accrue up 56 hours of paid sick leave or seven days of paid sick leave each year. NSBA opposes. S. 909 - Separation of Powers Restoration Act This bill modifies the scope of judicial review of agency actions to authorize courts reviewing agency actions to decide de novo (without giving deference to the agency's interpretation) all relevant questions of law, including the interpretation of: (1) constitutional and statutory provisions, and (2) rules made by agencies. NSBA supports. S. 996 - Microloan Program Enhancement Act of 2019 Bill modifies the microloan program of the Small Business Administration. NSBA supports. S. 1089 - Restoring Access to Medication Act of 2019 This bill repeals provisions of the Internal Revenue Code, as added by the Patient Protection and Affordable Care Act, that limit payments for medications from health savings accounts, medical savings accounts, health flexible spending arrangements, and health reimbursement arrangements to only prescription drugs or insulin (thus allowing distributions from such accounts for over-the-counter drugs). The bill also allows the accounts to be used for menstrual care products. NSBA supports. S. 1120 - The Small Business Regulatory Flexibility Improvements Act Bill requires federal agencies to analyze the full impact of a proposed regulation on small businesses during the rulemaking process. NSBA supports. S. 1149 - Main Street Certainty Act of 2019 Legislation to make permanent the 20-percent pass-through deduction from the Tax Cuts and Jobs Act. NSBA supports. S. 1981 - The Women and Minority Equity Investment Act of 2019 Allows women-owned federal contracting firms to take investment by women-owned equity firms and still meet the 51 percent unconditionally owned and controlled standard set by SBA to participate in the WOSB/EDWOSB program. NSBA is monitoring. S.2082 - Support Technology and Research for Our Nation's Growth and Economic Resilience Patents Act Measure would make it easier and more affordable for patent holders to enforce their patents. NSBA supports. S. 2156 - S Corporation Modernization Act Legislation that would make several pro-growth reforms to help S corporations operate more easily, which would improve their ability to raise capital. NSBA supports. S. 2189 - Veteran Small Business Export Promotion Act The Veteran Small Business Export Promotion Act would make permanent the U.S. Small Business Administrations (SBA) current policy of waiving up-front fees for veterans applying for its Export Express, Export Working Capital and International Trade loans of $150,000 or less. NSBA supports. S. 2350 - Online Sales Simplicity and Small Business Relief Act of 2019 This bill prohibits states from imposing a sales tax collection duty on a remote seller for any sale that occurred prior to June 21, 2018. A "remote seller" is a person without a physical presence in a state who makes a sale in the state. NSBA is monitoring. S. 2535 - Enhancing Entrepreneurship for the 21st Century Act This bill requires the Department of Commerce to conduct an assessment and analysis of the reasons underlying the decreasing rate of formation of new businesses (i.e., startups) in the United States. NSBA supports. S. 2543 - Prescription Drug Pricing Reduction Act of 2019 Amends titles XI, XVIII, and XIX of the Social Security Act to lower prescription drug prices in the Medicare and Medicaid programs, to improve transparency related to pharmaceutical prices and transactions, to lower patients' out-of-pocket costs, and to ensure accountability to taxpayers, and for other purposes. NSBA is monitoring. S. 2563 - ILLICIT CASH Act To improve laws relating to money laundering. NSBA opposed TITLE IV of the bill regarding beneficial ownership. S. 2733 - TRUST Act The bill establishes bipartisan commissions to make recommendations on each trust fund, and those recommendations would receive a fast-tracked vote in Congress. NSABA is monitoring. S. 3508 - Disaster Protection for Workers' Credit Act of 2020 Legislation will provide for an immediate four-month moratorium on all negative credit reporting and longer protections for people who face lasting financial hardship from the outbreak. The bill will also provide free, unlimited credit reports and credit scores for a year from the end of the crisis. Beyond this crisis, the bill extends these protections to people impacted by future major disasters. NSBA is monitoring. S. 3515 - New Business Preservation Act The New Business Preservation Act which would create a new program at the Treasury Department that will partner with states to invest in promising new businesses alongside private investors in areas of the country that do not currently attract significant equity investment in new businesses. NSBA is monitoring. S. 3518 - COVID-19 Recovery Grants for Small Businesses Act This bill requires the Small Business Administration to provide economic injury grants to certain small businesses, private nonprofit organizations, and small agricultural cooperatives that have suffered a substantial economic injury as a result of COVID-19 (i.e., coronavirus disease 2019). NSBA is monitoring. S. 3519 - A bill to authorize the Administrator of the Small Business Administration to subsidize payments on loans guaranteed under the 7(a) and 504 loan programs or made using funds under the microloan program, and for other purposes. This bill requires the Small Business Administration (SBA) to pay the principal, interest, and any associated fees owed on certain loans made to small businesses for a six month period. NSBA is monitoring. S. 3524 - Coronavirus Credit Expansion Act This bill increases the maximum loan amount for a small business disaster loan made in response to COVID-19 (i.e., coronavirus disease 2019), and it requires the Small Business Administration to expedite the loan approval process for such loans. NSBA supports. S. 3531 - Small Business Relief from Communicable Disease Induced Economic Hardship Act of 2020 This bill expands the definition of a disaster for which the Small Business Administration (SBA) may provide disaster loans to small business concerns to include communicable diseases for which the government issues a travel alert or travel warning, and it authorizes the SBA to make interest free disaster loans to small businesses affected by a disaster for which the government issues a public health emergency. NSBA is monitoring. S.3541 - A bill to modify requirements relating to small business disaster loans made in response to COVID-19, and for other pu

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

Government targets: Bureau of Citizenship & Immigration Services (BCIS), Centers For Medicare and Medicaid Services (CMS), Commerce, Dept of (DOC), Consumer Financial Protection Bureau (CFPB), Council of Economic Advisers (CEA), Energy, Dept of, Environmental Protection Agency (EPA), Equal Employment Opportunity Commission (EEOC), Export-Import Bank of the United States (EXIM Bank), Federal Reserve System, Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Intl Trade Administration (ITA), Labor, Dept of (DOL), Natl Labor Relations Board (NLRB), Office of Personnel Management (OPM), SENATE, Securities & Exchange Commission (SEC), Small Business Administration (SBA), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office

Legislation related to the COVID19/Coronavirus crisis, including: H.R.6201, Families First Coronavirus Response Act: legislation responding to the COVID-19 (i.e., coronavirus disease 2019) outbreak by providing paid sick leave, tax credits, and free COVID-19 testing; expanding food assistance and unemployment benefits; and increasing Medicaid funding. H.R. 748, the CARES Act: a bill responding to the COVID-19 outbreak and its impact on the economy, public health, state and local governments, individuals, and businesses. H.R. 6800, the HEROES Act: legislation responding to the COVID-19 outbreak and its impact on the economy, public health, state and local governments, individuals, and businesses. Including the HR 8406, HEROES Act 2.0. S.3513, Providing Americans Insured Days of Leave Act of 2020: legislation to provide Americans with paid sick time and paid leave so that they can address their own health needs and the health needs of their families. H.R.1185/S.463, FAMILY Act: provides paid family and medical leave benefits to certain individuals, and for other purposes. H.R.6139, Covid-19 Health Care Worker Protection Act: a bill that directs the Secretary of Labor to issue an emergency temporary standard that requires certain employers to develop and implement a comprehensive infectious disease exposure control plan to protect employees in the health care sectors and other employees at elevated risk from exposure to SARS-CoV-2, and for other purposes. H.R.6955, Essential Worker Pandemic Compensation Act of 2020: a bill to amend the Public Health Service Act to authorize a program of death and hospitalization benefits for essential workers who die as a result of COVID-19 or related complications, and for other purposes. Issues around the COVID19/CoronaVirus Outbreak: - Domestic/International Travel Bans - Federal assistance - OSHA Safety Standards - Airline relief package - Unemployment Insurance Extension - Paid Leave - Funding for elections - COBRA subsidies - Payroll Support Program, including extension - Domestic/International Travel Bans - Increased/Mandatory PPE for airline passengers and crew

Client expense: $400,000 · Firm income: Not reported

Government targets: Centers For Disease Control & Prevention (CDC), Federal Aviation Administration (FAA), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Natl Mediation Board, SENATE, Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR)

S. 463/H.R. 1185, FAMILY Act, in support of paid family and medical leave; S. 3071/H.R. 5456, Family Medical Leave Modernization Act, in support of a more comprehensive and inclusive solution to paid family and medial leave; S. 568/H.R. 1364, Child Care for Working Families Act, in support of increasing access to child care and early learning; S. 270/H.R. 7, Paycheck Fairness Act, in support of empowering women to negotiate for equal pay, in support of prohibiting retaliation against workers who inquire or share their wages; H.R 1521, EMPOWER Act, in support of eliminating workplace harassment; S. 1082/H.R. 2148, BE HEARD in the Workplace Act, in support of ending workplace harassment; S. 510/H.R. 582, Raise the Wage Act, in support of increasing the federal minimum wage; H.R. 2694, Pregnant Workers Fairness Act, in support of allowing pregnant workers receive reasonable job accommodations; S. 840/H.R. 1784, Healthy Families Act, in support of paid sick and safe days; S. 1911, 21st Century SKILLS Act, in support of increasing pathways to high wage high skill jobs; S. 2112/H.R. 3760, Domestic Workers Bill of Rights Act, in support of strengthening protections and access for domestic workers; S. 3415/H.R. 6150, Paid Sick Days for Public Health Emergencies and Personal and Family Care Act, in support of paid sick days and family medical leave during a public health emergency; S. 3747/H.R. 7495, WORK NOW Act, in support of preserving and creating jobs in the nonprofit sector; S. 3256/H.R. 5004, Schedules That Work Act, in support of flexible workplace schedules; S. 1043/H.R. 5656, Working Families Flexibility Act of 2019, in opposition to limiting workplace leave options; S. 920/H.R. 1940, New Parents Act of 2019, in opposition to limiting paid family and medical leave; S. 4221/H.R. 7804, Back to Work Child Care Grants Act of 2020, in opposition to limiting financial support for child care providers during the COVID-19 global pandemic; H.R. 8294, To amend the National Apprenticeship Act and expand the national apprenticeship system to include apprenticeships, youth apprenticeships, and pre-apprenticeship registered under such Act, to promote the furtherance of labor standards necessary to safeguard the welfare of apprentices, and for other purposes, in support of increasing workforce opportunities specifically for women and women of color; In support of child care protection programs especially during the coronavirus pandemic; In support of extending EEOC filing deadlines during the coronavirus pandemic.

Client expense: $80,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE, Small Business Administration (SBA), White House Office

HR 8696 Securing a Strong Retirement Act of 2020. Issue: retirement security. PL 116-136 Coronavirus Aid, Relief and Economic Security (CARES) Act. This bill responds to the COVID-19 outbreak and its impact on public health, the economy and state and local governments, families and businesses. Issue: retirement plan distributions, loans and RMD relief. PL 116-127 Families First Coronavirus Response Act. Issue: paid family and medical leave. PL 116-94 The Further Consolidated Appropriations Act of 2020. Issue: implementation of the SECURE Act within this government funding bill. Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform. HR 6800 HEROES Act. Issue: Paycheck Protection Program and paid family and medical leave. HR 1185/S 463 FAMILY Act. Issue: paid family and medical leave. S 1628 Paid Family Leave Pilot Extension Act. Issue: paid family and medical leave HR 1940/S 920 New Parents Act of 2019. Issue: paid family and medical leave. HR 2163 To amend the Internal Revenue Code of 1986 to allow for tax-advantaged distributions from health savings accounts during family or medical leave, and for other purposes. Discussion draft CRADLE Act. Issue: paid family and medical leave. Proposed FY 2020 budget proposal on paid family and medical leave.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Issues related to family leave in S.463 & H.R. 1185, the FAMILY Act and S.920 & H.R. 1940, the New Parents Act of 2019; H.R. 582, Raise the Wage Act.

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

Government targets: HOUSE OF REPRESENTATIVES

Monitor proposals for paid family and medical leave, including in H.R. 6800, the HEROES Act; monitor H.R. 1185 / S. 463, the FAMILY Act.

Client expense: Not reported · Firm income: $80,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 6201 - Families First Coronavirus Response Act S. 463, H.R. 1185, S.920, H.R. 1940 - Paid Family Leave N/A - Annuity Tax Treatment Adjustments N/A - Tax Extenders - CFC Look Through Rule Public Law No. 115-97 - Issues related to the implementation of H.R. 1, the Tax Cuts and Jobs Act No Bill # - Ordinary Tax Treatment of Bonds H.R. 748 - CARES Act H.R. 133 Consolidated Appropriations Act, 2021; related COVID-19 relief and recovery provisions

Client expense: $580,000 · Firm income: Not reported

Government targets: Commodity Futures Trading Commission (CFTC), Consumer Financial Protection Bureau (CFPB), Federal Accounting Standards Advisory Board (FASAB), Federal Highway Administration (FHA), Federal Housing Finance Agency (FHFA), Federal Reserve System, HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of

H.R. 5/S. 788, Equality Act H.R. 7, Paycheck Fairness Act H.R. 582/S. 150, Raise the Wage Act H.R. 748/S. 3548, Coronavirus Aid, Relief, and Economic Security (CARES) Act H.R. 1185/S.463, Family and Medical Insurance Leave (FAMILY) Act H.R. 1309, Workplace Violence Prevention for Health Care and Social Service Workers Act H.R. 1784/S. 840, Healthy Families Act H.R. 1935, Wage Equity Act of 2019 H.R. 2055/S. 1066, An Act Targeting Resources to Communities in Need H.R. 2213, To amend the Internal Revenue Code of 1986 to make the work opportunity credit permanent H.R. 2438/S. 982, Not Invisible Act of 2019 H.R. 2474/S. 1306, Protecting the Right to Organize Act of 2019 H.R. 2694, Pregnant Workers Fairness Act H.R. 2740, Labor, Health and Human Services, Education, Defense, State, Foreign Operations, and Energy and Water Development Appropriations Act, 2020 H.R. 3279, Diversity in Corporate Leadership Act of 2019 H.R. 5084, Improving Corporate Governance Through Diversity Act of 2019 H.R. 5674/S. 604, Mobile Workforce State Income Tax Simplification Act of 2020 H.R. 6074, Coronavirus Preparedness and Response Supplemental Appropriations Act, 2020 H.R. 6201, Families First Coronavirus Response Act H.R. 6800, Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act H.R. 6988, Helping Gig Economy Workers Act of 2020 H.R. 7617, Defense, Commerce, Justice, Science, Energy and Water Development, Financial Services and General Government, Labor, Health and Human Services, Education, Transportation, Housing, and Urban Development Appropriations Act, 2021 H.R. 8375/S. 4738, Worker Flexibility and Small Business Protection Act of 2020 S. 920, A bill to amend title II of the Social Security Act to make available parental leave benefits to parents following the birth or adoption of a child, and for other purposes S. 1043, Working Families Flexibility Act of 2019 S. 1937, Merger Filing Fee Modernization Act of 2019 S. 2976, Advancing Support for Working Families Act S. 3607, Safeguarding America's First Responders Act of 2020 Draft legislation titled ADA Education and Reform Act of 2019 Draft legislation regarding independent contractors Potential legislation similar to H.R. 5728/ S. 2810, Workplace Democracy Act (115th Congress) Potential legislation similar to H.R. 6080/S. 3064, Workers' Freedom to Negotiate Act of 2018 Potential legislation similar to S. 3802, Effective Apprenticeships to Rebuild National Skills (EARNS) Act (115th Congress) Nomination of Amanda Wood Laihow to the Occupational Safety and Health Review Commission Nomination of Cynthia L. Attwood to the Occupational Safety and Health Review Commission Nomination of Dave Gray to serve as the investment management representative for the DOL ERISA Advisory Council on Employee Welfare and Pension Benefits Plans Final rule to improve tracking of workplace injuries and illnesses (81 Fed. Reg. 29,624-29,694, May 12, 2016) and proposal to revise final regulations (83 Fed. Reg. 36,494, July 30, 2018) Request for Information the control of hazardous energy (lockout/tagout) (84 Fed. Reg. 22,756-22,762, May 20, 2019) Proposed rule on Joint Employer Status Under the Fair Labor Standards Act, (84 Fed. Reg. 14,043-14,061, April 9, 2019) Proposed rule regarding labor organization annual financial reports for trusts in which a labor organization is interested, Form T-1 (84 Fed. Reg. 25,130, May 30th, 2019) Notice of information collection, request for new control number for a currently approved Collection: Employer Information Report (EEO-1) Component 1; Revision of Existing Approval for EEO-1 Component 2 (84 Fed. Reg. 48,138-48,142, September 12, 2019) Proposed rulemaking fluctuating workweek method of computing overtime (84 Fed. Reg. 59,590-59,602, November 5, 2019) Proposed rule regarding nondiscrimination obligations of federal contractors and subcontractors: procedures to resolve potential employment discrimination (84 Fed. Reg. 71,875-71,887, December 30, 2019) Proposed rule regarding independent contractor status under the Fair Labor Standards Act, (85 Fed. Reg. 60600-60,639, September 25, 2020) Proposed rule establishing a fixed time period of admission and an extension of stay procedure for nonimmigrant academic students, exchange visitors, and representatives of foreign information media (85 Fed. Reg. 60,526-60,598, September 25, 2020) Proposed rule on independent contractor status under the Fair Labor Standards Act (85 Fed. Reg. 60,600-60,639, September 25, 2020) Proposed rule on case procedures: election bars; proof of majority support in construction industry collective-bargaining relationships (84 Fed. Reg. 39,930-39,958, August 12, 2020) Proposed rule on labor organization annual financial reports: LM form revisions (85 Fed. Reg. 64,726-64,906, October 13, 2020) Various issues relating to ambush elections regulations by the National Labor Relations Board (NLRB); Department of Labors regulatory agenda, apprenticeship program; Department of Labor overtime eligibility regulations; Department of Labor review of existing Department of Labor guidance on the fiduciary responsibilities for proxy voting to determine whether any such guidance should be rescinded, replaced, or modified to ensure consistency with current law and policies that promote long-term growth and maximize return on ERISA plan assets; Executive Order 13706, Establishing Paid Sick Leave for Federal Contractors; Executive Order 13950, Combating Race and Sex Stereotyping; NLRB joint employer standard; paid leave; paid family leave; paid sick leave; project labor agreements (PLAs); workplace harassment; reforms to National Labor Relations Act (P.L.74-198) and the Fair Labor Standards Act (P.L. 75-178); potential legislation on the minimum wage; unemployment insurance; antitrust policy; international concerns in the areas of antitrust, standards and investment; vertical merger guidelines; implementation of paid and sick leave and other requirements in the Families First Coronavirus Response Act (P.L. 116-127); coronavirus pandemic related issues; pregnancy discrimination; oversight addressing the National Labor Relations Board, including implementation and oversight of the National Labor Relations Act (P.L. 74-198); election procedures under the Railway Labor Act (P.L. 69-257); NLRB decisions and regulatory agenda; definition of labor organization under the Labor Management Reporting and Disclosure Act (P.L. 85-257); Department of Labor Field Assistance Bulletin No. 2018-01 regarding compliance with Interpretive Bulletin 2016-01 and 2015-01; Department of Labor interpretive bulletin relating to the exercise of shareholder rights; comment letter to Department of Labor on Improving Investment Advice for Workers and Retirees; comment letter to Department of Labor on Financial Factors in Selecting Plan Investments; comment letter to Department of Labor on Fiduciary Duties Regarding Proxy Voting and Shareholder Rights; multiemployer pension plans (MEPs); immigration and economic relief; independent contractor issues; public comment on proposed rulemaking labor organization annual financial reports regarding coverage of intermediate bodies; public comment regarding non-compete clauses used in employment contracts; request for information to the U.S. Department of Labor on paid leave; public comment on representation-case procedures: election bars; proof of majority status in construction industry collective-bargaining relationships; comments asking U.S. Treasury and Department of Labor for reporting requirements delays, good faith compliance, and allowing extra time to comply with specific notice requests; comments on support for the Department of Labors final default electronic disclosure by employee pension benefit plans under ERISA; comments supporting proposed rulemaking, Labor Organization Annual Financial Reports: LM Form Revisions; comments to the EEOC on the conciliation process; comments on strengthening wage protections for the temporary and permanent employment of certain aliens in the United States; Occupational Safety and Health Administration (OSHA) emergency temporary standard proposal; Senate Health, Education, Labor, and Pensions Committee hearing on NLRB and EEOC nominees; single-employer defined benefit plans and COVID-19; Equal Employment Opportunity Commission nominations; request for information on paid family leave; state unemployment insurance (UI) trust fund depletion; unemployment insurance during the COVID-19 pandemic; $600 weekly UI Supplement; interagency Labor Committee for Monitoring and Enforcement Procedural Guidelines for Petitions Pursuant to the USMCA; unemployment insurance issues; antitrust issues

Client expense: $22,290,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Army, Dept of (Corps of Engineers), Bureau of Citizenship & Immigration Services (BCIS), Bureau of Industry and Security (BIS), Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Consumer Financial Protection Bureau (CFPB), Defense, Dept of (DOD), Education, Dept of, Energy, Dept of, Environmental Protection Agency (EPA), Equal Employment Opportunity Commission (EEOC), Executive Office of the President (EOP), Federal Aviation Administration (FAA), Federal Communications Commission (FCC), Federal Deposit Insurance Corporation (FDIC), Federal Emergency Management Agency (FEMA), Federal Energy Regulatory Commission (FERC), Federal Reserve System, Federal Trade Commission (FTC), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Interior, Dept of (DOI), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Economic Council (NEC), Natl Institute of Standards & Technology (NIST), Natl Labor Relations Board (NLRB), Natl Security Council (NSC), Natl Telecommunications & Information Administration (NTIA), Office of Management & Budget (OMB), Office of Science & Technology Policy (OSTP), Office of the Comptroller of the Currency (OCC), Patent & Trademark Office (PTO), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Small Business Administration (SBA), State, Dept of (DOS), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Copyright Office, U.S. Customs & Border Protection, U.S. Trade Representative (USTR), White House Office

Affordable Care Act (Public Law 111-148). Healthcare Reform, generally. Health Savings Accounts, generally. Small Business Health Plans/Association Health Plans. Employer Sponsored Health Care, generally. Tax exclusion for employer-sponsored health insurance, generally. H.R. 1922/S. 1089: The Restoring Access to Medications Act. HHS (reg) title: Department of Health and Human Services blueprint to lower drug prices and reduce out-of-pocket costs (RIN 0991- ZA49). Health care costs, generally. Innovations and diversity of plan designs and offerings for employees. Surprise medical bills, generally. Tax-preferred status for over the counter medications, generally. H.R. 1384: Medicare for All Act of 2019. H.R. 2782/S. 1510: Employee Flexibility Act of 2019. H.R. 2447: Jobs and Premium Protection Act. S. 1895: Lower Health Care Costs Act. Single-payer health care system. Medicare/Medicaid buy-in program. H.R. 4070/S. 2366: the Commonsense Reporting Act of 2019. IRS (Reg) Title: Health Reimbursement Arrangements and Other Account-Based Group Health Plans (RIN 0938-AT90). IRS (Reg) Title: Application of Employer Shared Responsibility Provisions and Certain Nondiscrimination Rules to Health Reimbursement Arrangements and Other Account-Based Group Health Plans Integrated with Individual Health Insurance Coverage or Medicare (RIN 1545-BP17). IRS (Notice) Title: Transition Relief Related to Health Coverage Reporting Required by I.R.C. Sections 6055 and 6056 for 2019 (Notice 2019-63). Employee Retirement Income Security Act of 1974. Health Reimbursement Arrangements (REG-136401-18) and Notice 2019-63. H.R. 1185: Family and Medical Insurance Leave Act. H.R. 6198: Emergency Paid Leave Act of 2020. HHS (Proposed Rule): Title: Transparency in Coverage (CMS-9915-P). H.R. 5800: Ban Surprise Billing Act. Family and Medical Leave Act. H.R. 6201: the Families First Coronavirus Response Act. H.R. 748/S.3548: the Coronavirus Aid, Relief, and Economic Security (CARES) Act. Increase Telehealth Coverage and Care. Affordable Employer-Sponsored Coverage through COBRA. Flexible spending arrangements. Affordable Care Act Employer Shared Responsibility (Section 4980H) & Reporting Requirements (Sections 6055 and 6056) and Federal Reporting and Filings under Department of Labor, Treasury, Health and Human Services. H.R. 7666: Family Savings Flexibility Act. S. 4317: SAFE TO WORK Act. Executive Order 13954: Saving Lives Through Increased Support for Mental-and Behavior-Health Needs. S. 1985: Lower Health Care Costs Act. COVID-19 safe harbor and flexibility measures under ACA Code Section 4980H. HHS-CMS (Reg) Title: Patient Protection and Affordable Care Act and 2022 Notice of Benefit and Payment Procedures [CMS-9914-P] [RIN 0938-AU18]. "No Surprise Act" in H.R. 133, the Consolidated Appropriations Act, 2021. IRS Review of Regulatory and other Relief to Support Economic Recovery, E.O 13924.

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

Government targets: Agriculture, Dept of (USDA), Army, Dept of (Corps of Engineers), Commerce, Dept of (DOC), Council on Environmental Quality (CEQ), Education, Dept of, Environmental Protection Agency (EPA), Executive Office of the President (EOP), General Services Administration (GSA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Economic Council (NEC), Navy, Dept of, Occupational Safety & Health Administration (OSHA), Office of Management & Budget (OMB), President of the U.S., SENATE, Small Business Administration (SBA), Transportation, Dept of (DOT), Treasury, Dept of, Veterans Affairs, Dept of (VA), White House Office

Advocating for H.R. 1185/S. 463, The FAMILY Act (paid family and medical leave) and the P.A.I.D. Leave Act; and H.R. 1423, the Forced Arbitration Injustice Repeal Act. Advocating for protections related to the impact of COVID-19 on people in the workplace.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 1185 - Family and Medical Insurance Leave (FAMILY) Act; entire bill H.R. 1516 - Wall Street Tax Act of 2019; entire bill H.R. 2923 - Inclusive Prosperity Act of 2019; entire bill H.R. 3301 - Taxpayer Certainty and Disaster Tax Relief Act of 2019; provisions relating to paid family leave employer credit H.R. 5726 - Senior Housing IRA Act of 2020; entire bill H.R. 5933 - Disclosure of Tax Havens and Offshoring Act; entire bill H.R. 6800 - Health and Economic Recovery Omnibus Emergency Solutions Act or the HEROES Act; provisions relating to tax credits, PPP, retirement, and 7702 H.R. 6824 - To amend the Internal Revenue Code of 1986 to provide for the carryover of the remaining 2020 balance in health flexible spending arrangements; entire bill H.R. 8406 - The Heroes Act; provisions relating to PPP modifications; small business tax provisions; economic stimulus; NOL; IRC Section 7702; ERTC S. 647 - Wall Street Tax Act of 2019; entire bill S. 1587 - Inclusive Prosperity Act of 2019; entire bill S. 4775 - Delivering Immediate Relief to America's Families, Schools and Small Businesses Act; provisions relating to charitable tax deduction Not Yet Introduced: Legislation regarding ordinary treatment of debt investments Not Yet Introduced: Tax Parity for US Mutual Funds Act of 2020

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S.463, the Family and Medical Insurance Leave (FAMILY) Act H.R.1185, the FAMILY Act H.R.6201, the Families First Coronavirus Response Act S. 3548, the Coronavirus Aid, Relief, and Economic Security (CARES) Act HR 748, CARES Act H.R.6207, Coronavirus Worker Relief Act S.3476, Coronavirus Worker Relief Act H.R.6074, Coronavirus Preparedness and Response Supplemental Appropriations Act, 2020 H.R.6201, the Families First Coronavirus Response Act H.R. 133, the Consolidated Appropriations Act of 2021, this bill extends paid leave provisions from the Families First Coronavirus Response Act (FFCRA) through March 31, 2021 including tax credits available to covered employers that voluntarily continue to offer paid leave under the FFCRA framework H.R.6800, The Heroes Act (COVID-19 Phase 4 Relief Bill) S.1624, HEALS Act H.R.7010, Paycheck Protection Program Flexibility Act of 2020 S. 4116 Paycheck Protection Act extension 2020 S. 1428, Retirement Parity for Student Loans Act S. 460, Employer Participation in Repayment Act of 2019 H.R. 1043, Employer Participation in Repayment Act of 2019 S.3607 -Safeguarding America's First Responders Act of 2020 H.R.6435 - Combating Pandemic Scams Act of 2020 Legislation or regulation related to Apprenticeship Programs Student Debt Related Legislation Paid Family and Medical Leave emergency and permanent leave proposals and legislation Employer access to healthcare plan data proposals Proposals for COVID-19 Business Continuity and Employee Recovery Fund

Client expense: $370,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, Treasury, Dept of

Legislative & Regulatory Issues Related to Labor, Workplace & Benefits Policy: S. 788 - The Equality Act; Paid Family & Medical Leave (no bill); H.R. 1185, The Family Act; H.R. 1044, Fairness for High-Skilled Immigrants Act of 2019 (Senate amendment to HR 1044); S. 2976 - Advancing Support for Working Families Act; H.R. 6 "American Dream and Promise Act of 2019, S. 874 "Dream Act of 2019." S. 1895, the Lower Health Care Costs Act of 2019; surprise medical bills legislation.

Client expense: $1,050,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Education, Dept of, Energy, Dept of, HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Natl Economic Council (NEC), Natl Institute of Standards & Technology (NIST), Office of Management & Budget (OMB), Office of Science & Technology Policy (OSTP), SENATE, Treasury, Dept of, U.S. Trade Representative (USTR), White House Office

Outreach and advocacy in support of policy and appropriations to support and fund early childhood programs, to expand access to nutrition programs, to address racial disparities, to provide support for immigrant children and families, including: S.3721 - COVID-19 Racial and Ethnic Disparities Task Force Act of 2020, S.3719 - Closing the Meal Gap Act of 2020, H.R.7027/ S.3874 - Child Care Is Essential Act, H.R.1364/ S.568- Child Care for Working Families Act, H.R. 2902/ S.1600- Maternal Care Access and Reducing Emergencies Act, H.R.3116/ S.107- State Flexibility for Family First Transitions Act, S. 1376- Family First Transition and Support Act of 2019, H.R.1185/ S.463- FAMILY Act, H.R.541/ S.292- Keep Families Together Act, H.R.3222- No Federal Funds for Public Charge Act of 2019, H.R.4107- Funding Early Childhood is the Right IDEA Act, H.R.7327 - Child Care for Economic Recovery Act, H.R. 7201- Child Care is Infrastructure Act, and H.R.6800 - The Heroes Act.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Outreach and advocacy in support of policy and appropriations to support and fund early childhood programs, to expand access to nutrition programs, to address racial disparities, to provide support for immigrant children and families, including: S.3721 - COVID-19 Racial and Ethnic Disparities Task Force Act of 2020, S.3719 - Closing the Meal Gap Act of 2020, H.R.7027/ S.3874 - Child Care Is Essential Act, H.R.1364/ S.568- Child Care for Working Families Act, H.R. 2902/ S.1600- Maternal Care Access and Reducing Emergencies Act, H.R.3116/ S.107- State Flexibility for Family First Transitions Act, S. 1376- Family First Transition and Support Act of 2019, H.R.1185/ S.463- FAMILY Act, H.R.541/ S.292- Keep Families Together Act, H.R.3222- No Federal Funds for Public Charge Act of 2019, H.R.4107- Funding Early Childhood is the Right IDEA Act, H.R.7327 - Child Care for Economic Recovery Act, H.R. 7201- Child Care is Infrastructure Act, and H.R.6800 - The Heroes Act.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Outreach and advocacy in support of policy and appropriations to support and fund early childhood programs, to expand access to nutrition programs, to address racial disparities, to provide support for immigrant children and families, including: S.3721 - COVID-19 Racial and Ethnic Disparities Task Force Act of 2020, S.3719 - Closing the Meal Gap Act of 2020, H.R.7027/ S.3874 - Child Care Is Essential Act, H.R.1364/ S.568- Child Care for Working Families Act, H.R. 2902/ S.1600- Maternal Care Access and Reducing Emergencies Act, H.R.3116/ S.107- State Flexibility for Family First Transitions Act, S. 1376- Family First Transition and Support Act of 2019, H.R.1185/ S.463- FAMILY Act, H.R.541/ S.292- Keep Families Together Act, H.R.3222- No Federal Funds for Public Charge Act of 2019, H.R.4107- Funding Early Childhood is the Right IDEA Act, H.R.7327 - Child Care for Economic Recovery Act, H.R. 7201- Child Care is Infrastructure Act, and H.R.6800 - The Heroes Act.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE