Small Employer Retirement Savings Auto-Enrollment Credit Act

Proposals to enhance retirement savings opportunities for employers, employees, and individuals, including self correcting inadvertent plan errors. Small business tax credit. Issues related to Code Section 199A. Issues related to the Department of Labor's regulation defining fiduciary. Required minimum distribution issues. SIMPLE IRAs. H.R. 1938, Small Employer Retirement Savings Auto-Enrollment Credit Act (116th Congress). S. 1770, Retirement Security and Savings Act. S. 321, Retirement Security Act (116th Congress). S. 1272, SIMPLE Plan Modernization Act. H.R. 8083, Preserving Employee Retirement Savings Act (116th Congress). S. 1703, Improving Access to Retirement Savings. H.R. 2954, Securing a Strong Retirement Act. H.R. 8606, To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes, and for other purposes (116th Congress). S. 1233, Small Business Tax Fairness and Compliance Simplification Act. H.R. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act. S. 2387, Small Business Tax Fairness Act. H.R. 7146/S. 1870, Enhancing Emergency and Retirement Savings Act. H.R. 7310, Protecting Americas Retirement Security Act. H.R. 6782/S. 3712, Auto Reenrollment Act. S. 4808, Enhancing American Retirement Now (EARN) Act. S. 4353, RISE & SHINE Act.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Proposals to enhance retirement savings opportunities for employers, employees, and individuals, including self correcting inadvertent plan errors. Small business tax credit. Issues related to Code Section 199A. Issues related to the Department of Labor's regulation defining fiduciary. Required minimum distribution issues. SIMPLE IRAs. H.R. 1938, Small Employer Retirement Savings Auto-Enrollment Credit Act (116th Congress). S. 1770, Retirement Security and Savings Act. S. 321, Retirement Security Act (116th Congress). S. 1272, SIMPLE Plan Modernization Act. H.R. 8083, Preserving Employee Retirement Savings Act (116th Congress). S. 1703, Improving Access to Retirement Savings. H.R. 2954, Securing a Strong Retirement Act. H.R. 8606, To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes, and for other purposes (116th Congress). S. 1233, Small Business Tax Fairness and Compliance Simplification Act. H.R. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act. S. 2387, Small Business Tax Fairness Act. H.R. 7146/S. 1870, Enhancing Emergency and Retirement Savings Act. H.R. 7310, Protecting Americas Retirement Security Act. H.R. 6782/S. 3712, Auto Reenrollment Act. S. 4808, Enhancing American Retirement Now (EARN) Act. S. 4353, RISE & SHINE Act.

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

Proposals to enhance retirement savings opportunities for employers, employees, and individuals, including self correcting inadvertent plan errors. Small business tax credit. Issues related to Code Section 199A. Issues related to the Department of Labor's regulation defining fiduciary. Required minimum distribution issues. SIMPLE IRAs. H.R. 1938, Small Employer Retirement Savings Auto-Enrollment Credit Act (116th Congress). S. 1770, Retirement Security and Savings Act. S. 321, Retirement Security Act (116th Congress). S. 1272, SIMPLE Plan Modernization Act. H.R. 8083, Preserving Employee Retirement Savings Act (116th Congress). S. 1703, Improving Access to Retirement Savings. H.R. 2954, Securing a Strong Retirement Act. H.R. 8606, To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes, and for other purposes (116th Congress). S. 1233, Small Business Tax Fairness and Compliance Simplification Act. H.R. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act. S. 2387, Small Business Tax Fairness Act. H.R. 7146/S. 1870, Enhancing Emergency and Retirement Savings Act. H.R. 7310, Protecting Americas Retirement Security Act. H.R. 6782/S. 3712, Auto Reenrollment Act. Enhancing American Retirement Now (EARN) Act, as approved by the Senate Finance Committee. S. 4353, RISE & SHINE Act.

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

Proposals to enhance retirement savings opportunities for employers, employees, and individuals, including self correcting inadvertent plan errors. Small business tax credit. Issues related to Code Section 199A. Issues related to the Department of Labor's regulation defining fiduciary. Required minimum distribution issues. SIMPLE IRAs. H.R. 1938, Small Employer Retirement Savings Auto-Enrollment Credit Act (116th Congress). S. 1770, Retirement Security and Savings Act. S. 321, Retirement Security Act (116th Congress). S. 1272, SIMPLE Plan Modernization Act. H.R. 8083, Preserving Employee Retirement Savings Act (116th Congress). S. 1703, Improving Access to Retirement Savings. H.R. 2954, Securing a Strong Retirement Act. H.R. 8606, To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes, and for other purposes (116th Congress). S. 1233, Small Business Tax Fairness and Compliance Simplification Act. H.R. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act. S. 2387, Small Business Tax Fairness Act. H.R. 7146/S. 1870, Enhancing Emergency and Retirement Savings Act. H.R. 7310, Protecting Americas Retirement Security Act. H.R. 6782/S. 3712, Auto Reenrollment Act. Enhancing American Retirement Now (EARN) Act, as approved by the Senate Finance Committee. S. 4353, RISE & SHINE Act.

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

Proposals to enhance retirement savings opportunities for employers, employees, and individuals, including self correcting inadvertent plan errors. Small business tax credit. Issues related to Code Section 199A. Issues related to the Department of Labor's regulation defining fiduciary. Required minimum distribution issues. SIMPLE IRAs. H.R. 1938, Small Employer Retirement Savings Auto-Enrollment Credit Act (116th Congress). S. 1770, Retirement Security and Savings Act. S. 321, Retirement Security Act (116th Congress). S. 1272, SIMPLE Plan Modernization Act. H.R. 8083, Preserving Employee Retirement Savings Act (116th Congress). S. 1703, Improving Access to Retirement Savings. H.R. 2954, Securing a Strong Retirement Act. H.R. 8606, To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes, and for other purposes (116th Congress). S. 1233, Small Business Tax Fairness and Compliance Simplification Act. H.R. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act. S. 2387, Small Business Tax Fairness Act. H.R. 7146/S. 1870, Enhancing Emergency and Retirement Savings Act. H.R. 7310, Protecting Americas Retirement Security Act. H.R. 6782/S. 3712, Auto Reenrollment Act

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

Proposals to enhance retirement savings opportunities for employers, employees, and individuals, including self correcting inadvertent plan errors. Small business tax credit. Issues related to Code Section 199A. Issues related to the Department of Labor's regulation defining fiduciary. Required minimum distribution issues. SIMPLE IRAs. H.R. 1938, Small Employer Retirement Savings Auto-Enrollment Credit Act (116th Congress). S. 1770, Retirement Security and Savings Act. S. 321, Retirement Security Act (116th Congress). S. 1272, SIMPLE Plan Modernization Act. H.R. 8083, Preserving Employee Retirement Savings Act (116th Congress). S. 1703, Improving Access to Retirement Savings. H.R. 2954, Securing a Strong Retirement Act. H.R. 8606, To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes, and for other purposes (116th Congress). S. 1233, Small Business Tax Fairness and Compliance Simplification Act. H.R. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act. S. 2387, Small Business Tax Fairness Act. H.R. 7146/S. 1870, Enhancing Emergency and Retirement Savings Act. H.R. 7310, Protecting Americas Retirement Security Act. H.R. 6782/S. 3712, Auto Reenrollment Act

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

Proposals to enhance retirement savings opportunities for employers, employees, and individuals, including self correcting inadvertent plan errors. Small business tax credit. Issues related to Code Section 199A. Issues related to the Department of Labor's regulation defining fiduciary. Required minimum distribution issues. SIMPLE IRAs. H.R. 1938, Small Employer Retirement Savings Auto-Enrollment Credit Act (116th Congress). S. 1770, Retirement Security and Savings Act. S. 321, Retirement Security Act (116th Congress). S. 1272, SIMPLE Plan Modernization Act. H.R. 8083, Preserving Employee Retirement Savings Act (116th Congress). S. 1703, Improving Access to Retirement Savings. H.R. 2954, Securing a Strong Retirement Act. H.R. 8606, To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes, and for other purposes (116th Congress). S. 1233, Small Business Tax Fairness and Compliance Simplification Act. H.R. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act. S. 2387, Small Business Tax Fairness Act.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Proposals to enhance retirement savings opportunities for employers, employees, and individuals, including self correcting inadvertent plan errors. Small business tax credit. Issues related to Code Section 199A. Issues related to the Department of Labor's regulation defining fiduciary. Required minimum distribution issues. SIMPLE IRAs. H.R. 1938, Small Employer Retirement Savings Auto-Enrollment Credit Act (116th Congress). S. 1770, Retirement Security and Savings Act. S. 321, Retirement Security Act (116th Congress). S. 1272, SIMPLE Plan Modernization Act. H.R. 8083, Preserving Employee Retirement Savings Act (116th Congress). S. 1703, Improving Access to Retirement Savings. H.R. 2954, Securing a Strong Retirement Act. H.R. 8606, To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes, and for other purposes (116th Congress). S. 1233, Small Business Tax Fairness and Compliance Simplification Act. H.R. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act. S. 2387, Small Business Tax Fairness Act.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Proposals to enhance retirement savings opportunities for employers, employees, and individuals, including self correcting inadvertent plan errors. Small business tax credit. Issues related to Code Section 199A. Issues related to the Department of Labor's regulation defining fiduciary. Required minimum distribution issues. SIMPLE IRAs. H.R. 1938, Small Employer Retirement Savings Auto-Enrollment Credit Act (116th Congress). S. 1770, Retirement Security and Savings Act. S. 321, Retirement Security Act (116th Congress). S. 1272, SIMPLE Plan Modernization Act. H.R. 8083, Preserving Employee Retirement Savings Act (116th Congress). S. 1703, Improving Access to Retirement Savings. H.R. 2954, Securing a Strong Retirement Act. H.R. 8606, To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes, and for other purposes (116th Congress). S. 1233, Small Business Tax Fairness and Compliance Simplification Act. H.R. 5376, Build Back Better Act.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Proposals to enhance retirement savings opportunities for employers, employees, and individuals, including self correcting inadvertent plan errors. Small business tax credit. Issues related to Code Section 199A. Issues related to the Department of Labor's regulation defining fiduciary. Required minimum distribution issues. SIMPLE IRAs. H.R. 1938, Small Employer Retirement Savings Auto-Enrollment Credit Act (116th Congress). S. 1770, Retirement Security and Savings Act. S. 321, Retirement Security Act (116th Congress). S. 1272, SIMPLE Plan Modernization Act. H.R. 8083, Preserving Employee Retirement Savings Act (116th Congress). S. 1703, Improving Access to Retirement Savings. H.R. 2954, Securing a Strong Retirement Act. H.R. 8606, To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes, and for other purposes (116th Congress). S. 1233, Small Business Tax Fairness and Compliance Simplification Act. H.R. 5376, Build Back Better Act.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Proposals to enhance retirement savings opportunities for employers, employees, and individuals, including self correcting inadvertent plan errors. Small business tax credit. Issues related to the Department of Labor's regulation defining fiduciary. Required minimum distribution issues. SIMPLE IRAs. H.R. 1938, Small Employer Retirement Savings Auto-Enrollment Credit Act (116th Congress). S. 1770, Retirement Security and Savings Act. S. 321, Retirement Security Act (116th Congress). S. 1272, SIMPLE Plan Modernization Act. H.R. 8083, Preserving Employee Retirement Savings Act (116th Congress). S. 1703, Improving Access to Retirement Savings. H.R. 2954, Securing a Strong Retirement Act. H.R. 8606, To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes, and for other purposes (116th Congress).

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Proposals to enhance retirement savings opportunities for employers, employees, and individuals, including self correcting inadvertent plan errors. Small business tax credit. Issues related to the Department of Labor's regulation defining fiduciary. Required minimum distribution issues. SIMPLE IRAs. H.R. 1938, Small Employer Retirement Savings Auto-Enrollment Credit Act (116th Congress). S. 1770, Retirement Security and Savings Act. S. 321, Retirement Security Act (116th Congress). S. 1272, SIMPLE Plan Modernization Act. H.R. 8083, Preserving Employee Retirement Savings Act (116th Congress). S. 1703, Improving Access to Retirement Savings. H.R. 2954, Securing a Strong Retirement Act. H.R. 8606, To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes, and for other purposes (116th Congress).

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Proposals to enhance retirement savings opportunities for employers, employees, and individuals, including self correcting inadvertent plan errors. Small business tax credit. Issues related to the Department of Labor's regulation defining fiduciary. Required minimum distribution issues. SIMPLE IRAs. H.R. 1938, Small Employer Retirement Savings Auto-Enrollment Credit Act (116th Congress). S. 1431, Retirement Security and Savings Act (116th Congress). S. 321, Retirement Security Act (116th Congress). S. 322, SIMPLE Plan Modernization Act (116th Congress). H.R. 8083, Preserving Employee Retirement Savings Act (116th Congress). S. 5064, Improving Access to Retirement Savings (116th Congress). H.R. 8696, Securing a Strong Retirement Act (116th Congress). H.R. 8606, To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes, and for other purposes (116th Congress).

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Proposals to enhance retirement savings opportunities for employers, employees, and individuals, including self correcting inadvertent plan errors. Small business tax credit. Issues related to the Department of Labor's regulation defining fiduciary. Required minimum distribution issues. SIMPLE IRAs. H.R. 1938, Small Employer Retirement Savings Auto-Enrollment Credit Act (116th Congress). S. 1431, Retirement Security and Savings Act (116th Congress). S. 321, Retirement Security Act (116th Congress). S. 322, SIMPLE Plan Modernization Act (116th Congress). H.R. 8083, Preserving Employee Retirement Savings Act (116th Congress). S. 5064, Improving Access to Retirement Savings (116th Congress). H.R. 8696, Securing a Strong Retirement Act (116th Congress). H.R. 8606, To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes, and for other purposes (116th Congress).

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S.972: Encourage Retirement Saving Act H.R. 1994: Setting Every Community Up for Retirement Enhancement (SECURE) Act H.R. 1007/S.972 Retirement Enhancement and Savings Act (RESA) H.R. 1084: Financial Security Act of 2019 H.R. 1938: Small Employer Retirement Savings Auto-Enrollment S. 321: Retirement Savings Act S. 1020: Retirement Security Flexibility Act S. 1019: Strengthening Financial Security Through Short-term Savings Accounts. Retirement Savings and Security Act

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

Government targets: Centers For Medicare and Medicaid Services (CMS), Commerce, Dept of (DOC), Consumer Financial Protection Bureau (CFPB), Federal Aviation Administration (FAA), Federal Communications Commission (FCC), Federal Emergency Management Agency (FEMA), Federal Reserve System, Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Highway Traffic Safety Administration (NHTSA), Office of Management & Budget (OMB), SENATE, Securities & Exchange Commission (SEC), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR)

Assist the client with issues pertaining to retirement savings and rules, education savings and health savings. HR 6335, S327 Waive Required Minimum Distribution Rules for 2020 Plans; HR5726 Senior Housing IRA Act 2020; HR6562 Savers Act 2020; HR 6377 Retirement Protection Act 2020; HR 1994 Retirement Enhancement Act 2019; HR 1007 Retirement Enhancement and Savings Act 2019; HR 1084 Family Savings Act 2019; HR 1439 Increase Access to Secure Retirement Act 2019; S972 Retirement Enhancement and Savings Act 2019; HR 2478 Fed Retirement Fairness Act; S1053 Savings for Future Act 2019; S321 Retirement Security Act 2019; S.1435 Commission on Retirement Security Act of 2019;H.R.1938 Small Employer Retirement Savings Auto-Enrollment Credit Act; S.1460 Retirement Investments for a Sustainable Economy Act of 2019;S1020 Retirement Security Flex Act;S2495 Compassionate Retirement Act 2019. H.R.8679 To allow certain individuals with prior service under the District of Columbia retirement system to make deposits towards annuities under the Civil Service Retirement System and the Federal Employees Retirement System, and for other purposes.

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

S.972: Encourage Retirement Saving Act H.R. 1994: Setting Every Community Up for Retirement Enhancement (SECURE) Act H.R. 1007/S.972 Retirement Enhancement and Savings Act (RESA) H.R. 1084: Financial Security Act of 2019 H.R. 1938: Small Employer Retirement Savings Auto-Enrollment S. 321: Retirement Savings Act S. 1020: Retirement Security Flexibility Act S. 1019: Strengthening Financial Security Through Short-term Savings Accounts. Retirement Savings and Security Act

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

Government targets: Centers For Medicare and Medicaid Services (CMS), Commerce, Dept of (DOC), Consumer Financial Protection Bureau (CFPB), Federal Aviation Administration (FAA), Federal Communications Commission (FCC), Federal Emergency Management Agency (FEMA), Federal Reserve System, Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Highway Traffic Safety Administration (NHTSA), Office of Management & Budget (OMB), SENATE, Securities & Exchange Commission (SEC), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR)

S.972: Encourage Retirement Saving Act H.R. 1994: Setting Every Community Up for Retirement Enhancement (SECURE) Act H.R. 1007/S.972 Retirement Enhancement and Savings Act (RESA) H.R. 1084: Financial Security Act of 2019 H.R. 1938: Small Employer Retirement Savings Auto-Enrollment S. 321: Retirement Savings Act S. 1020: Retirement Security Flexibility Act S. 1019: Strengthening Financial Security Through Short-term Savings Accounts. Retirement Savings and Security Act

Client expense: $900,000 · Firm income: Not reported

Government targets: Centers For Medicare and Medicaid Services (CMS), Commerce, Dept of (DOC), Consumer Financial Protection Bureau (CFPB), Federal Aviation Administration (FAA), Federal Communications Commission (FCC), Federal Emergency Management Agency (FEMA), Federal Reserve System, Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Highway Traffic Safety Administration (NHTSA), Office of Management & Budget (OMB), SENATE, Securities & Exchange Commission (SEC), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR)

Assist the client with issues pertaining to retirement savings and rules, education savings and health savings. HR 6335, S327 Waive Required Minimum Distribution Rules for 2020 Plans; HR5726 Senior Housing IRA Act 2020; HR6562 Savers Act 2020; HR 6377 Retirement Protection Act 2020; HR 1994 Retirement Enhancement Act 2019; HR 1007 Retirement Enhancement and Savings Act 2019; HR 1084 Family Savings Act 2019; HR 1439 Increase Access to Secure Retirement Act 2019; S972 Retirement Enhancement and Savings Act 2019; HR 2478 Fed Retirement Fairness Act; S1053 Savings for Future Act 2019; S321 Retirement Security Act 2019; S.1435 Commission on Retirement Security Act of 2019;H.R.1938 Small Employer Retirement Savings Auto-Enrollment Credit Act; S.1460 Retirement Investments for a Sustainable Economy Act of 2019;S1020 Retirement Security Flex Act;S2495 Compassionate Retirement Act 2019.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S.972: Encourage Retirement Saving Act H.R. 1994: Setting Every Community Up for Retirement Enhancement (SECURE) Act H.R. 1007/S.972 Retirement Enhancement and Savings Act (RESA) H.R. 1084: Financial Security Act of 2019 H.R. 1938: Small Employer Retirement Savings Auto-Enrollment S. 321: Retirement Savings Act S. 1020: Retirement Security Flexibility Act S. 1019: Strengthening Financial Security Through Short-term Savings Accounts. Retirement Savings and Security Act

Client expense: $410,000 · Firm income: Not reported

Government targets: Centers For Medicare and Medicaid Services (CMS), Commerce, Dept of (DOC), Consumer Financial Protection Bureau (CFPB), Federal Aviation Administration (FAA), Federal Communications Commission (FCC), Federal Emergency Management Agency (FEMA), Federal Reserve System, Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Highway Traffic Safety Administration (NHTSA), Office of Management & Budget (OMB), SENATE, Securities & Exchange Commission (SEC), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR)

Assist the client with issues pertaining to retirement savings and rules, education savings and health savings. HR 6335, S327 Waive Required Minimum Distribution Rules for 2020 Plans; HR5726 Senior Housing IRA Act 2020; HR6562 Savers Act 2020; HR 6377 Retirement Protection Act 2020; HR 1994 Retirement Enhancement Act 2019; HR 1007 Retirement Enhancement and Savings Act 2019; HR 1084 Family Savings Act 2019; HR 1439 Increase Access to Secure Rectirement Act 2019; S972 Retirement Enhancement and Savings Act 2019; HR 2478 Fed Retirement Fairness Act; S1053 Savings for Future Act 2019; S321 Retirement Security Act 2019; S.1435 Commission on Retirement Security Act of 2019;H.R.1938 Small Employer Retirement Savings Auto-Enrollment Credit Act; S.1460 Retirement Investments for a Sustainable Economy Act of 2019;S1020 Retirement Security Flex Act;S2495 Compassionate Retirement Act 2019.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S.972: Encourage Retirement Saving Act H.R. 1994: Setting Every Community Up for Retirement Enhancement (SECURE) Act H.R. 1007/S.972 Retirement Enhancement and Savings Act (RESA) H.R. 1084: Financial Security Act of 2019 H.R. 1938: Small Employer Retirement Savings Auto-Enrollment S. 321: Retirement Savings Act S. 1020: Retirement Security Flexibility Act S. 1019: Strengthening Financial Security Through Short-term Savings Accounts. Retirement Savings and Security Act

Client expense: $1,390,000 · Firm income: Not reported

Government targets: Centers For Medicare and Medicaid Services (CMS), Commerce, Dept of (DOC), Consumer Financial Protection Bureau (CFPB), Federal Aviation Administration (FAA), Federal Communications Commission (FCC), Federal Emergency Management Agency (FEMA), Federal Reserve System, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Highway Traffic Safety Administration (NHTSA), Office of Management & Budget (OMB), SENATE, Securities & Exchange Commission (SEC), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR)

Assist the client with issues pertaining to retirement savings and rules, education savings and health savings. HR 1994 Retirement Enhancement Act 2019; HR 1007 Retirement Enhancement and Savings Act 2019; HR 1084 Family Savings Act 2019; HR 1439 Increase Access to Secure Rectirement Act 2019; S972 Retirement Enhancement and Savings Act 2019; HR 2478 Fed Retirement Fairness Act; S1053 Savings for Future Act 2019; S321 Retirement Security Act 2019; S.1435 Commission on Retirement Security Act of 2019;H.R.1938 Small Employer Retirement Savings Auto-Enrollment Credit Act; S.1460 Retirement Investments for a Sustainable Economy Act of 2019;S1020 Retirement Security Flex Act;S2495 Compassionate Retirement Act 2019; HR748,S3548 CARES Act.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

-H.R. 1994, Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 - to encourage retirement savings -H.R. 1007, S. 972, Retirement Enhancement and Savings Act of 2019 (RESA) - To amend the Internal Revenue Code of 1986 to encourage retirement savings, and for other purposes. -H.R. ___, Automatic Retirement Plan Act - to mandate employers provide employees with retirement savings opportunities, among other retirement related improvements. -S. __, Retirement Security and Savings Act - To amend the Internal Revenue Code of 1986 to encourage retirement and family savings, and for other purposes. (Portman/Cardin II) -H.R.1993, to modify the rules relating to multiple employer plans and pooled employer plans and to modify PBGC premiums for CSEC plans. -H.R. 397 Rehabilitation for Multiemployer Pensions Act 2019 - This bill establishes the Pension Rehabilitation Administration within the Department of the Treasury and a related trust fund to make loans to certain multiemployer defined benefit pension plans -H.R. 545, the Financial Relief for Feds Act - to allow penalty-free distributions from retirement accounts in the case of Federal employees and certain Federal contractors impacted by the Federal Government shutdown. -H.R. 860, the Social Security 2100 Act - To protect our Social Security system and improve benefits for current and future generations. -H.R. 1084, Family Savings Act of 2019 - To amend the Internal Revenue Code of 1986 to encourage retirement and family savings, and for other purposes. -H.R.1938 - To amend the Internal Revenue Code of 1986 to provide a credit to small employers providing an eligible automatic contribution arrangement under a retirement savings plan. (start-up credit to encourage plans with auto-enrollment features. Included in SECURE Act) -H.R. 1439, the Increasing Access to a Secure Retirement Act -to provide a fiduciary safe harbor for the selection of a lifetime income provider, and for other purposes. -H.R. 1043, S. 460, the Employer Participation in Repayment Act - This bill expands the tax exclusion for employer-provided educational assistance to include payments of qualified education loans by an employer to either an employee or a lender. -H.R. 1194, S. 448, the Graduate Student Savings Act - This bill allows funds paid to an individual to aid in the pursuit of graduate or postdoctoral study or research to be saved in an Individual Retirement Account (IRA). -S. 321 Retirement Security Act - amend the Internal Revenue Code of 1986 to modify safe harbor requirements applicable to automatic contribution arrangements -S. 322, SIMPLE Plan Modernization Act - making improvements to SIMPLE retirement accounts and easing the transition from a SIMPLE plan to a 401(k) plan -H.R. 4610 (2017), RETIRE Act - authorize the electronic delivery of pension plan documents required to be furnished to a plan participant, beneficiary, or other individual. -H.R.1815, SEC Disclosure Effectiveness Testing Act - require the Securities and Exchange Commission, when developing rules and regulations about disclosures to retail investors, to conduct investor testing -H.R.1043; S. 460, Participation in Repayment Act of 2019, Student Debt repayments through employer contributions -H.R.7203 (2018), Long-Term Care Account Act - allows tax-exempt long-term care accounts that are funded using a taxpayer's gains from the sale or assignment of a life insurance contract. -H.R. 1516. S. 647, Wall Street Tax Act - to impose a tax on certain trading transactions

Assist the client with issues pertaining to retirement savings and rules, education savings and health savings. HR 1994 Retirement Enhancement Act 2019; HR 1007 Retirement Enhancement and Savings Act 2019; HR 1084 Family Savings Act 2019; HR 1439 Increase Access to Secure Rectirement Act 2019; S972 Retirement Enhancement and Savings Act 2019; HR 2478 Fed Retirement Fairness Act; S1053 Savings for Future Act 2019; S321 Retirement Security Act 2019; S.1435 Commission on Retirement Security Act of 2019;H.R.1938 Small Employer Retirement Savings Auto-Enrollment Credit Act; S.1460 Retirement Investments for a Sustainable Economy Act of 2019;S1020 Retirement Security Flex Act;S2495 Compassionate Retirement Act 2019;SRes380 A resolution supporting the goal and ideals of National Retirement Security Week, including raising public awareness of the various tax-preferred retirement vehicles, increasing personal financial literacy, and engaging the people of the United States on the keys to success in achieving and maintaining retirement security throughout their lifetimes; S.Res.339 A resolution supporting the goals and ideals of National Retirement Security Week, including raising public awareness of the various tax-preferred retirement vehicles, increasing personal financial literacy, and engaging the people of the United States on the keys to success in achieving and maintaining retirement security throughout their lifetimes.

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

S.972: Encourage Retirement Saving Act H.R. 1994: Setting Every Community Up for Retirement Enhancement (SECURE) Act H.R. 1007/S.972 Retirement Enhancement and Savings Act (RESA) H.R. 1084: Financial Security Act of 2019 H.R. 1938: Small Employer Retirement Savings Auto-Enrollment S. 321: Retirement Savings Act S. 1020: Retirement Security Flexibility Act S. 1019: Strengthening Financial Security Through Short-term Savings Accounts. Retirement Savings and Security Act

Client expense: $490,000 · Firm income: Not reported

Government targets: Centers For Medicare and Medicaid Services (CMS), Commerce, Dept of (DOC), Consumer Financial Protection Bureau (CFPB), Federal Aviation Administration (FAA), Federal Communications Commission (FCC), Federal Emergency Management Agency (FEMA), Federal Reserve System, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Highway Traffic Safety Administration (NHTSA), Office of Management & Budget (OMB), SENATE, Securities & Exchange Commission (SEC), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR)

HR 1994 - The SECURE Act - To amend the Internal Revenue Code of 1986 to encourage retirement savings, and for other purposes. HR 1993 - Providing Retirement Security to Workers in Small Businesses, Cooperatives, and Service Organizations Act of 2019 - To amend the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974 to modify the rules relating to multiple employer plans and pooled employer plans and to modify PBGC premiums for CSEC plans. HR 1007 - Retirement Enhancement and Savings Act of 2019 - To amend the Internal Revenue Code of 1986 to encourage retirement savings, and for other purposes. HR 982 - Not Yet Titled - To avoid duplicative annual reporting under the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974, and for other purposes. This bill requires the Department of the Treasury and the Department of Labor to cooperate to modify specified returns required for deferred compensation plans and other employee benefit plans to permit all members of a group of plans to file a single aggregated annual return or report satisfying the requirements of both the Internal Revenue Code and the Employee Retirement Income Security Act of 1974 (ERISA). The requirement applies to a group in which all of the plans are individual account plans or defined contribution plans; have the same trustee, the same one or more named fiduciaries, the same administrator, and plan years beginning on the same date; and provide the same investments or investment options to participants and beneficiaries. The bill also specifies that, for the purposes of applying the numerical limitations related to the electronic filing of returns for deferred compensation plans, each plan for which information is provided on the return must be treated as a separate return. HR 1084 - Family Savings Act of 2019 - o amend the Internal Revenue Code of 1986 to encourage retirement and family savings, and for other purposes. HR 1439 - Increasing Access to s Secure Retirement Act of 2019 - To amend the Employee Retirement Income Security Act of 1974 to provide a fiduciary safe harbor for the selection of a lifetime income provider, and for other purposes. S 354 - Not Yet Titled - To avoid duplicative annual reporting under the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974, and for other purposes. his bill requires the Department of the Treasury and the Department of Labor to cooperate to modify specified returns required for deferred compensation plans and other employee benefit plans to permit all members of a group of plans to file a single aggregated annual return or report satisfying the requirements of both the Internal Revenue Code and the Employee Retirement Income Security Act of 1974 (ERISA). The requirement applies to a group in which all of the plans are individual account plans or defined contribution plans; have the same trustee, the same one or more named fiduciaries, the same administrator, and plan years beginning on the same date; and provide the same investments or investment options to participants and beneficiaries. The bill also specifies that, for the purposes of applying the numerical limitations related to the electronic filing of returns for deferred compensation plans, each plan for which information is provided on the return must be treated as a separate return. S 972 - Retirement Enhancement and Savings Act of 2019 - A bill to amend the Internal Revenue Code of 1986 to encourage retirement savings, and for other purposes. HR1938 Small Employer Retirement Savings Auto-Enrollment Credit Act This bill allows a three-year $500 business-related tax credit for eligible small employers who include and maintain an automatic contribution arrangement in an employer-sponsored retirement plan. An "eligible employer" is an employer with no more than 100 employees who received at least $5,000 of compensation from the employer for the preceding year. S321 Retirement Security Act of 2019 To amend the Internal Revenue Code of 1986 to modify safe harbor requirements applicable to automatic contribution arrangements, and for other purposes.

-H.R. 1994, Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 - to encourage retirement savings -H.R. 1007, S. 972, Retirement Enhancement and Savings Act of 2019 (RESA) - To amend the Internal Revenue Code of 1986 to encourage retirement savings, and for other purposes. -H.R. ___, Automatic Retirement Plan Act - to mandate employers provide employees with retirement savings opportunities, among other retirement related improvements. -S.1431, Retirement Security and Savings Act - To amend the Internal Revenue Code of 1986 to encourage retirement and family savings, and for other purposes. (Portman/Cardin II) -H.R.1993, to modify the rules relating to multiple employer plans and pooled employer plans and to modify PBGC premiums for CSEC plans. -H.R. 860, the Social Security 2100 Act - To protect our Social Security system and improve benefits for current and future generations. -H.R. 1084, Family Savings Act of 2019 - To amend the Internal Revenue Code of 1986 to encourage retirement and family savings, and for other purposes. -H.R.1938 - To amend the Internal Revenue Code of 1986 to provide a credit to small employers providing an eligible automatic contribution arrangement under a retirement savings plan. (start-up credit to encourage plans with auto-enrollment features. Included in SECURE Act) -H.R. 1439, the Increasing Access to a Secure Retirement Act -to provide a fiduciary safe harbor for the selection of a lifetime income provider, and for other purposes. -H.R. 1043, S. 460, the Employer Participation in Repayment Act - This bill expands the tax exclusion for employer-provided educational assistance to include payments of qualified education loans by an employer to either an employee or a lender. -S. 321 Retirement Security Act - amend the Internal Revenue Code of 1986 to modify safe harbor requirements applicable to automatic contribution arrangements -H.R. 4610 (2017), RETIRE Act - authorize the electronic delivery of pension plan documents required to be furnished to a plan participant, beneficiary, or other individual. -H.R.1815, SEC Disclosure Effectiveness Testing Act - require the Securities and Exchange Commission, when developing rules and regulations about disclosures to retail investors, to conduct investor testing -H.R.1043; S. 460, Participation in Repayment Act of 2019, Student Debt repayments through employer contributions -H.R.7203 (2018), Long-Term Care Account Act - allows tax-exempt long-term care accounts that are funded using a taxpayer's gains from the sale or assignment of a life insurance contract. -H.R. 1516. S. 647, Wall Street Tax Act - to impose a tax on certain trading transactions S. 1011, Small Business Employees Retirement Enhancement Act-eliminate barriers to the formation of open multiple employer plans (MEPs) S. 1020, Retirement Flexibility Act - incentivize the adoption of automatic enrollment and automatic escalation by establishing three new regulatory safe harbors. S. 1019, Strengthening Financial Security Through Short-Term Savings Act - allow employers to automatically enroll their workers into emergency savings accounts (ESAs) in addition to retirement accounts. S. 1018, Refund to Rainy Day Savings Act -allow individuals to defer receipt of 20 percent of their tax refund for 180 days, at which time the deferred amount is paid with interest. H.R. 2120, S. 1053, Saving for the Future Act - require employers with 10 or more employees to contribute 50 cents for every hour worked by an employee (including part-time employees) to a savings account. HR 3351, Financial Services and General Government Appropriations Act -prohibit the SEC from implementing or enforcing Regulation Best Interest. H.R. 1876, Senior Security Act of 2019 - to establish an interdivisional task force at the Securities and Exchange Commission (SEC) to develop recommendations to increase protections for older investors who are most vulnerable to exploitation. S. 1435, Federal Retirement Commission Act - establish a federal commission to review private retirement benefit programs and submit a report to Congress S. 354/H.R. 982, A bill to avoid duplicative annual reporting under the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974, and for other purposes H.R. 3078, Expanding Access to Retirement Savings for Caregivers Act - To amend the Internal Revenue Code of 1986 to reduce the age for making catch-up contributions to retirement accounts to take into account time out of the workforce to provide dependent care services. S. 321, Retirement Security Act of 2019 - amend the Internal Revenue Code of 1986 to modify safe harbor requirements applicable to automatic contribution arrangements H.R. 1907, Retirement Security for American Workers Act - To amend the Internal Revenue Code of 1986 to modify the qualification requirements with respect to certain multiple employer plans with pooled plan providers, and for other purposes. H. Res. 328, Supporting the protection of elders through financial literacy - expresses the understanding that continued education and cooperation among law enforcement, financial institutions, regulatory agencies, and private sector organizations are necessary to combat elder financial exploitation. S. 345, Surviving Widow(er) Income Fair Treatment (SWIFT) Act - To amend title II of the Social Security Act to increase survivors benefits for disabled widows, widowers, and surviving divorced spouses S. 975/H.R. 2005, Women's Retirement Protection Act - To amend the Employee Retirement Income Security Act of 1974 to provide for greater spousal protection under defined contribution plans Issue: SEC/DOL Best Interest Standard of Care S. ___, Daft legislation to allow retirement plan funds to pay for long-term care insurance (Toomey) H.R. 1865, the Further Consolidated Appropriations Act of 2020 - government funding package including certain retirement security changes.

Community Health in House, Senate Department of Labor, Education, HHS Appropriations Bill, H.R. 2740, House, Senate Community Health Center Reauthorization Bills, S. 106, H.R. 1938, S. 962, H.R. 1943, H.R. 3055, House, Senate Comprehensive Addiction and Recovery Legislation, Pursuit of grants with Federal Agencies, House, Senate, Bill to Reauthorize and Fund Postgraduate Nurse Practitioner Residency/Fellowship Training and Medical Assistant Training, H.R. 2740, House, Senate Bills to Reform Behavioral Health and Substance Abuse Prevention and Treatment, House, Senate Bills to Reauthorize and Fund FCC Broadband and Other Telehealth, House, Senate Legislation to Train Needed Primary Care Providers.

Client expense: Not reported · Firm income: Not reported

Community Health in House, Senate Department of Labor, Education, HHS Appropriations Bill, H.R. 2740, House, Senate Community Health Center Reauthorization Bills, S. 106, H.R. 1938, S. 962, H.R. 1943, H.R. 3055, House, Senate Comprehensive Addiction and Recovery Legislation, Pursuit of grants with Federal Agencies, House, Senate, Bill to Reauthorize and Fund Postgraduate Nurse Practitioner Residency/Fellowship Training and Medical Assistant Training, H.R. 2740, House, Senate Bills to Reform Behavioral Health and Substance Abuse Prevention and Treatment, House, Senate Bills to Reauthorize and Fund FCC Broadband and Other Telehealth, House, Senate Legislation to Train Needed Primary Care Providers.

Client expense: Not reported · Firm income: Not reported

Community Health in House, Senate Department of Labor, Education, HHS Appropriations Bill, H.R. 2740, House, Senate Community Health Center Reauthorization Bills, S. 106, H.R. 1938, S. 962, H.R. 1943, H.R. 3055, House, Senate Comprehensive Addiction and Recovery Legislation, Pursuit of grants with Federal Agencies, House, Senate, Bill to Reauthorize and Fund Postgraduate Nurse Practitioner Residency/Fellowship Training and Medical Assistant Training, H.R. 2740, House, Senate Bills to Reform Behavioral Health and Substance Abuse Prevention and Treatment, House, Senate Bills to Reauthorize and Fund FCC Broadband and Other Telehealth, House, Senate Legislation to Train Needed Primary Care Providers.

Client expense: Not reported · Firm income: Not reported

Community Health in House, Senate Department of Labor, Education, HHS Appropriations Bill, H.R. 2740, House, Senate Community Health Center Reauthorization Bills, S. 106, H.R. 1938, S. 962, H.R. 1943, H.R. 3055, House, Senate Comprehensive Addiction and Recovery Legislation, Pursuit of grants with Federal Agencies, House, Senate, Bill to Reauthorize and Fund Postgraduate Nurse Practitioner Residency/Fellowship Training and Medical Assistant Training, H.R. 2740, House, Senate Bills to Reform Behavioral Health and Substance Abuse Prevention and Treatment, House, Senate Bills to Reauthorize and Fund FCC Broadband and Other Telehealth, House, Senate Legislation to Train Needed Primary Care Providers.

Client expense: Not reported · Firm income: Not reported

Community Health in House, Senate Department of Labor, Education, HHS Appropriations Bill, H.R. 2740, House, Senate Community Health Center Reauthorization Bills, S. 106, H.R. 1938, S. 962, H.R. 1943, H.R. 3055, House, Senate Comprehensive Addiction and Recovery Legislation, Pursuit of grants with Federal Agencies, House, Senate, Bill to Reauthorize and Fund Postgraduate Nurse Practitioner Residency/Fellowship Training and Medical Assistant Training, H.R. 2740, House, Senate Bills to Reform Behavioral Health and Substance Abuse Prevention and Treatment, House, Senate Bills to Reauthorize and Fund FCC Broadband and Other Telehealth, House, Senate Legislation to Train Needed Primary Care Providers.

Client expense: Not reported · Firm income: Not reported

Community Health in House, Senate Department of Labor, Education, HHS Appropriations Bill, H.R. 2740, House, Senate Community Health Center Reauthorization Bills, S. 106, H.R. 1938, S. 962, H.R. 1943, H.R. 3055, House, Senate Comprehensive Addiction and Recovery Legislation, Pursuit of grants with Federal Agencies, House, Senate, Bill to Reauthorize and Fund Postgraduate Nurse Practitioner Residency/Fellowship Training and Medical Assistant Training, H.R. 2740, House, Senate Bills to Reform Behavioral Health and Substance Abuse Prevention and Treatment, House, Senate Bills to Reauthorize and Fund FCC Broadband and Other Telehealth, House, Senate Legislation to Train Needed Primary Care Providers.

Client expense: Not reported · Firm income: Not reported

House, Senate, Labor, Health & Human Services, and Education, and Related Agencies Bill, H.R. 2740 House, Senate Community Health Center Reauthorization Bills, S. 106, H.R. 1938, S. 962, H.R. 1493, H.R. 3055 House, Senate Comprehensive Addiction and Recovery Legislation Pursuit of grants with Federal agencies House, Senate Legislation to Reauthorize and Fund Postgraduate Nurse Practitioner Residency and Fellowship Training Programs and Medical Assistant Training Programs, H.R. 2740 House, Senate Legislation to Reform Behavioral Health and Substance Use Disorder Prevention and Treatment House, Senate Legislation to Reauthorize and Fund FCC Broadband and Other Telehealth House, Senate Legislation to Train More Primary Care and Other Providers House, Senate Infrastructure Bills, i.e., H.R. 2741

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

Government targets: Agency for Healthcare Research & Quality (AHRQ), Centers For Disease Control & Prevention (CDC), Centers For Medicare and Medicaid Services (CMS), Federal Communications Commission (FCC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Natl Institute on Alcohol Abuse & Alcoholism (NIAA), Natl Institutes of Health (NIH), SENATE, Substance Abuse & Mental Health Services Administration (SAMHSA)

House, Senate, Labor, Health & Human Services, and Education, and Related Agencies Bill, H.R. 2740 House, Senate Community Health Center Reauthorization Bills, S. 106, H.R. 1938, S. 962, H.R. 1493, H.R. 3055 House, Senate Comprehensive Addiction and Recovery Legislation Pursuit of grants with Federal agencies House, Senate Legislation to Reauthorize and Fund Postgraduate Nurse Practitioner Residency and Fellowship Training Programs and Medical Assistant Training Programs, H.R. 2740 House, Senate Legislation to Reform Behavioral Health and Substance Use Disorder Prevention and Treatment House, Senate Legislation to Reauthorize and Fund FCC Broadband and Other Telehealth House, Senate Legislation to Train More Primary Care and Other Providers House, Senate Infrastructure Bills, i.e., H.R. 2741

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

Government targets: Agency for Healthcare Research & Quality (AHRQ), Centers For Disease Control & Prevention (CDC), Centers For Medicare and Medicaid Services (CMS), Federal Communications Commission (FCC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Natl Institute on Alcohol Abuse & Alcoholism (NIAA), Natl Institutes of Health (NIH), SENATE, Substance Abuse & Mental Health Services Administration (SAMHSA)

House, Senate, Labor, Health & Human Services, and Education, and Related Agencies Bill, H.R. 2740 House, Senate Community Health Center Reauthorization Bills, S. 106, H.R. 1938, S. 962, H.R. 1493, H.R. 3055 House, Senate Comprehensive Addiction and Recovery Legislation Pursuit of grants with Federal agencies House, Senate Legislation to Reauthorize and Fund Postgraduate Nurse Practitioner Residency and Fellowship Training Programs and Medical Assistant Training Programs, H.R. 2740 House, Senate Legislation to Reform Behavioral Health and Substance Use Disorder Prevention and Treatment House, Senate Legislation to Reauthorize and Fund FCC Broadband and Other Telehealth House, Senate Legislation to Train More Primary Care and Other Providers House, Senate Infrastructure Bills, i.e., H.R. 2741

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

Government targets: Agency for Healthcare Research & Quality (AHRQ), Centers For Disease Control & Prevention (CDC), Centers For Medicare and Medicaid Services (CMS), Federal Communications Commission (FCC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Natl Institute on Alcohol Abuse & Alcoholism (NIAA), Natl Institutes of Health (NIH), SENATE, Substance Abuse & Mental Health Services Administration (SAMHSA)

House, Senate, Labor, Health & Human Services, and Education, and Related Agencies Bill, H.R. 2740 House, Senate Community Health Center Reauthorization Bills, S. 106, H.R. 1938, S. 962, H.R. 1493, H.R. 3055 House, Senate Comprehensive Addiction and Recovery Legislation Pursuit of grants with Federal agencies House, Senate Legislation to Reauthorize and Fund Postgraduate Nurse Practitioner Residency and Fellowship Training Programs and Medical Assistant Training Programs, H.R. 2740 House, Senate Legislation to Reform Behavioral Health and Substance Use Disorder Prevention and Treatment House, Senate Legislation to Reauthorize and Fund FCC Broadband and Other Telehealth House, Senate Legislation to Train More Primary Care and Other Providers House, Senate Infrastructure Bills, i.e., H.R. 2741

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

Government targets: Agency for Healthcare Research & Quality (AHRQ), Centers For Disease Control & Prevention (CDC), Centers For Medicare and Medicaid Services (CMS), Federal Communications Commission (FCC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Natl Institute on Alcohol Abuse & Alcoholism (NIAA), Natl Institutes of Health (NIH), SENATE, Substance Abuse & Mental Health Services Administration (SAMHSA)

House, Senate, Labor, Health & Human Services, and Education, and Related Agencies Bill, H.R. 2740 House, Senate Community Health Center Reauthorization Bills, S. 106, H.R. 1938, S. 962, H.R. 1493, H.R. 3055 House, Senate Comprehensive Addiction and Recovery Legislation Pursuit of grants with Federal agencies House, Senate Legislation to Reauthorize and Fund Postgraduate Nurse Practitioner Residency and Fellowship Training Programs and Medical Assistant Training Programs, H.R. 2740 House, Senate Legislation to Reform Behavioral Health and Substance Use Disorder Prevention and Treatment House, Senate Legislation to Reauthorize and Fund FCC Broadband and Other Telehealth House, Senate Legislation to Train More Primary Care and Other Providers House, Senate Infrastructure Bills, i.e., H.R. 2741

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

Government targets: Agency for Healthcare Research & Quality (AHRQ), Centers For Disease Control & Prevention (CDC), Centers For Medicare and Medicaid Services (CMS), Federal Communications Commission (FCC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Natl Institute on Alcohol Abuse & Alcoholism (NIAA), Natl Institutes of Health (NIH), SENATE, Substance Abuse & Mental Health Services Administration (SAMHSA)

S.972: Encourage Retirement Saving Act H.R. 1994: Setting Every Community Up for Retirement Enhancement (SECURE) Act H.R. 1007/S.972 Retirement Enhancement and Savings Act (RESA) H.R. 1084: Financial Security Act of 2019 H.R. 1938: Small Employer Retirement Savings Auto-Enrollment S. 321: Retirement Savings Act S. 1020: Retirement Security Flexibility Act S. 1019: Strengthening Financial Security Through Short-term Savings Accounts. Retirement Savings and Security Act

Client expense: $850,000 · Firm income: Not reported

Government targets: Centers For Medicare and Medicaid Services (CMS), Commerce, Dept of (DOC), Consumer Financial Protection Bureau (CFPB), Federal Aviation Administration (FAA), Federal Communications Commission (FCC), Federal Emergency Management Agency (FEMA), Federal Reserve System, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, Securities & Exchange Commission (SEC), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR)

House, Senate, Labor, Health & Human Services, and Education, and Related Agencies Bill, H.R. 2740 House, Senate Community Health Center Reauthorization Bills, S. 106, H.R. 1938, S. 962, H.R. 1493 House, Senate Comprehensive Addiction and Recovery Legislation Pursuit of grants with Federal agencies House, Senate Legislation to Reauthorize and Fund Postgraduate Nurse Practitioner Residency and Fellowship Training Programs and Medical Assistant Training Programs, H.R. 2740 House, Senate Legislation to Reform Behavioral Health and Substance Use Disorder Prevention and Treatment House, Senate Legislation to Reauthorize and Fund FCC Broadband and Other Telehealth House, Senate Legislation to Train More Primary Care and Other Providers House, Senate Infrastructure Bills, i.e., H.R. 2741

Client expense: Not reported · Firm income: Not reported

Government targets: Centers For Disease Control & Prevention (CDC), Centers For Medicare and Medicaid Services (CMS), Federal Communications Commission (FCC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Natl Institutes of Health (NIH), SENATE, Substance Abuse & Mental Health Services Administration (SAMHSA)

House, Senate, Labor, Health & Human Services, and Education, and Related Agencies Bill, H.R. 2740 House, Senate Community Health Center Reauthorization Bills, S. 106, H.R. 1938, S. 962, H.R. 1493 House, Senate Comprehensive Addiction and Recovery Legislation Pursuit of grants with Federal agencies House, Senate Legislation to Reauthorize and Fund Postgraduate Nurse Practitioner Residency and Fellowship Training Programs and Medical Assistant Training Programs, H.R. 2740 House, Senate Legislation to Reform Behavioral Health and Substance Use Disorder Prevention and Treatment House, Senate Legislation to Reauthorize and Fund FCC Broadband and Other Telehealth House, Senate Legislation to Train More Primary Care and Other Providers House, Senate Infrastructure Bills, i.e., H.R. 2741

Client expense: Not reported · Firm income: Not reported

Government targets: Centers For Disease Control & Prevention (CDC), Centers For Medicare and Medicaid Services (CMS), Federal Communications Commission (FCC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Natl Institutes of Health (NIH), SENATE, Substance Abuse & Mental Health Services Administration (SAMHSA)

House, Senate, Labor, Health & Human Services, and Education, and Related Agencies Bill, H.R. 2740 House, Senate Community Health Center Reauthorization Bills, S. 106, H.R. 1938, S. 962, H.R. 1493 House, Senate Comprehensive Addiction and Recovery Legislation Pursuit of grants with Federal agencies House, Senate Legislation to Reauthorize and Fund Postgraduate Nurse Practitioner Residency and Fellowship Training Programs and Medical Assistant Training Programs, H.R. 2740 House, Senate Legislation to Reform Behavioral Health and Substance Use Disorder Prevention and Treatment House, Senate Legislation to Reauthorize and Fund FCC Broadband and Other Telehealth House, Senate Legislation to Train More Primary Care and Other Providers House, Senate Infrastructure Bills, i.e., H.R. 2741

Client expense: Not reported · Firm income: Not reported

Government targets: Centers For Disease Control & Prevention (CDC), Centers For Medicare and Medicaid Services (CMS), Federal Communications Commission (FCC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Natl Institutes of Health (NIH), SENATE, Substance Abuse & Mental Health Services Administration (SAMHSA)

House, Senate, Labor, Health & Human Services, and Education, and Related Agencies Bill, H.R. 2740 House, Senate Community Health Center Reauthorization Bills, S. 106, H.R. 1938, S. 962, H.R. 1493 House, Senate Comprehensive Addiction and Recovery Legislation Pursuit of grants with Federal agencies House, Senate Legislation to Reauthorize and Fund Postgraduate Nurse Practitioner Residency and Fellowship Training Programs and Medical Assistant Training Programs, H.R. 2740 House, Senate Legislation to Reform Behavioral Health and Substance Use Disorder Prevention and Treatment House, Senate Legislation to Reauthorize and Fund FCC Broadband and Other Telehealth House, Senate Legislation to Train More Primary Care and Other Providers House, Senate Infrastructure Bills, i.e., H.R. 2741

Client expense: Not reported · Firm income: Not reported

Government targets: Centers For Disease Control & Prevention (CDC), Centers For Medicare and Medicaid Services (CMS), Federal Communications Commission (FCC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Natl Institutes of Health (NIH), SENATE, Substance Abuse & Mental Health Services Administration (SAMHSA)

House, Senate, Labor, Health & Human Services, and Education, and Related Agencies Bill, H.R. 2740 House, Senate Community Health Center Reauthorization Bills, S. 106, H.R. 1938, S. 962, H.R. 1493 House, Senate Comprehensive Addiction and Recovery Legislation Pursuit of grants with Federal agencies House, Senate Legislation to Reauthorize and Fund Postgraduate Nurse Practitioner Residency and Fellowship Training Programs and Medical Assistant Training Programs, H.R. 2740 House, Senate Legislation to Reform Behavioral Health and Substance Use Disorder Prevention and Treatment House, Senate Legislation to Reauthorize and Fund FCC Broadband and Other Telehealth House, Senate Legislation to Train More Primary Care and Other Providers House, Senate Infrastructure Bills, i.e., H.R. 2741

Client expense: Not reported · Firm income: Not reported

Government targets: Centers For Disease Control & Prevention (CDC), Centers For Medicare and Medicaid Services (CMS), Federal Communications Commission (FCC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Natl Institutes of Health (NIH), SENATE, Substance Abuse & Mental Health Services Administration (SAMHSA)

House, Senate, Labor, Health & Human Services, and Education, and Related Agencies Bill, H.R. 2740 House, Senate Community Health Center Reauthorization Bills, S. 106, H.R. 1938, S. 962, H.R. 1493 House, Senate Comprehensive Addiction and Recovery Legislation Pursuit of grants with Federal agencies House, Senate Legislation to Reauthorize and Fund Postgraduate Nurse Practitioner Residency and Fellowship Training Programs and Medical Assistant Training Programs, H.R. 2740 House, Senate Legislation to Reform Behavioral Health and Substance Use Disorder Prevention and Treatment House, Senate Legislation to Reauthorize and Fund FCC Broadband and Other Telehealth House, Senate Legislation to Train More Primary Care and Other Providers House, Senate Infrastructure Bills, i.e., H.R. 2741

Client expense: Not reported · Firm income: Not reported

Government targets: Centers For Disease Control & Prevention (CDC), Centers For Medicare and Medicaid Services (CMS), Federal Communications Commission (FCC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Natl Institutes of Health (NIH), SENATE, Substance Abuse & Mental Health Services Administration (SAMHSA)