Equal Treatment of Public Servants Act of 2019

Social Security legislation, H.R. 141, S. 521, H.R. 4540. H.R. 3934, S. 3526, Equal Treatment of Public Servants Act of 2019.

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

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

Continued effort to include a repeal or revised formula for the Windfall Elimination Provision for non-covered retirees. Monitored H.R. 860, the Social Security 2100 Act." The bill would provide an across-the-board benefit increase equivalent to about 2 percent of the average Social Security benefit amd make other substantial changes. The bill, introduced by Rep. John Larson (D-CT) did not move in the session. The identical Senate bill is S. 269, introduced by Senator Richard Blumenthal (D-CT). It did not move either. Monitored S.521, the Social Security Fairness Act, was introduced by Senator Sherrod Brown (D-OH). The bill would amend title II of the Social Security Act to repeal the Government pension offset and windfall elimination provisions. H.R. 141, the companion bill, was introduced by Rep. Rodney Davis (R-IL) the Social Security Fairness Act of 2019 and it now has over 200 bipartisan cosponsors, including several members of the Ohio delegation. Rep. Richard Neal (D-MA), Chairman of the House Ways and Means Committee, introduced H.R. 397, the Rehabilitation for Multiemployer Pensions Act. It is important to distinguish private and public multiemployer pension plans. It amends the Internal Revenue Code of 1986 to create a Pension Rehabilitation Trust Fund and to establish a Pension Rehabilitation Administration within the Department of the Treasury to make loans to multiemployer defined benefit plans. Chairman Neal introduced H.R. 4540 in 2019 to address the Windfall Elimination Provision (WEP). Rep. Brady introduced his bill, H.R. 3934, at the end of July 2019 to address WEP. Monitored both bills and discussed the need for WEP reform with House and Senate Offices and Committee staff.

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

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

Support for the Public Servants Protection and Fairness Act, H.R. 4540, H.R. 3934 (the Equal Treatment of Public Servants Act)H.R. 141, S 521 (the Social Security Fairness Act of 2019)

Client expense: Not reported · Firm income: $12,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 1254 -- the Equal COLA Act, legislation to provide the same cost-of-living adjustment for Social Security, Civil Service Retirement System and Federal Employee Retirement System annuitants H.R. 141 & S. 521 -- the Social Security Fairness Act, legislation to repeal the Government pension offset and windfall elimination provisions. H.R. 2478 -- legislation to provide retirement credit for certain federal employees who held temporary positions H.R. 3934 -- legislation to modify the Social Security windfall elimination provision formula

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

Government targets: HOUSE OF REPRESENTATIVES, Office of Management & Budget (OMB), Office of Personnel Management (OPM), Postal Regulatory Commission, SENATE, Treasury, Dept of, U.S. Postal Service (USPS)

Proposed changes to lengthen the solvency of social security Proposed creation of a new retirement savings program provided by employers to increase savings for retirement H.R. 3971 - Senior Citizens Tax Elimination Act - This bill amends the Internal Revenue Code to repeal the inclusion of any Social Security or tier I railroad retirement benefits in gross income for income tax purposes. H.R. 5576 - Double Dip Elimination Act - Would responsibly address individuals inappropriately receiving benefits twice: from the Social Security Disability Insurance program (SSDI), and from the Unemployment Insurance program (UI). H.R. 5577 - No Social Security for Illegal Aliens Act of 2020 - According to the language of this bill, unauthorized work performed by illegal aliens in the U.S. would not constitute coverage by Social Security, prohibiting them from receiving benefits later in life. H.R. 3934 - Equal Treatment of Public Servants Act of 2019 - To amend title II of the Social Security Act to replace the windfall elimination provision with a formula equalizing benefits for certain individuals with noncovered employment, and for other purposes. H.R. 4854 - Making DI Work For All Americans Act of 2019 - This bill modernizes the Social Security Disability Insurance (SSDI) trust fund S. 2016 - Social Security Disability Insurance Return to Work Act of 2019 - This bill would help Social Security Disability Insurance beneficiaries who can recover return to work, while also preserving the program's long-term sustainability for the permanently disabled. H.R. 7016 - Fairness for Early Withdrawers Act - Ensures seniors would be able to rollover their RMD past the 60-day limit under current law for distributions made in 2020 Retirement Inflation Protection Act of 2016 - Indexes retirement savings to inflation to reduce capital gains taxes on ghost earnings

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Proposed changes to lengthen the solvency of social security Proposed creation of a new retirement savings program provided by employers to increase savings for retirement H.R. 3971 - Senior Citizens Tax Elimination Act - This bill amends the Internal Revenue Code to repeal the inclusion of any Social Security or tier I railroad retirement benefits in gross income for income tax purposes. H.R. 5576 - Double Dip Elimination Act - Would responsibly address individuals inappropriately receiving benefits twice: from the Social Security Disability Insurance program (SSDI), and from the Unemployment Insurance program (UI). H.R. 5577 - No Social Security for Illegal Aliens Act of 2020 - According to the language of this bill, unauthorized work performed by illegal aliens in the U.S. would not constitute coverage by Social Security, prohibiting them from receiving benefits later in life. H.R. 3934 - Equal Treatment of Public Servants Act of 2019 - To amend title II of the Social Security Act to replace the windfall elimination provision with a formula equalizing benefits for certain individuals with noncovered employment, and for other purposes. H.R. 4854 - Making DI Work For All Americans Act of 2019 - This bill modernizes the Social Security Disability Insurance (SSDI) trust fund S. 2016 - Social Security Disability Insurance Return to Work Act of 2019 - This bill would help Social Security Disability Insurance beneficiaries who can recover return to work, while also preserving the program's long-term sustainability for the permanently disabled. H.R. 7016 - Fairness for Early Withdrawers Act - Ensures seniors would be able to rollover their RMD past the 60-day limit under current law for distributions made in 2020

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Support for the Federal Retirement Fairness Act (H.R. 2478); support for the Federal Adjustment of Income Rates (FAIR) Act (H.R. 5690 / S. 3231); Support for the Equal COLA Act (H.R. 1254); Support for the Fair COLA for Seniors Act (H.R. 1553);Support for the Equal Treatment of Public Servants Act (H.R. 3934 / S. 3401); Support for the Public Servants Protection and Fairness Act (H.R. 4540); Support for Social Security Fairness Act (H.R. 141 / S. 521); Support for the RECOVER Act (H.R. 3726); Support for the Federal Frontline Worker Leave Protection Act (H.R. 6733); Support for the FY 2021 NDAA (S. 4049), particularly sections 1111, 1107, 1105, and 1113; Support for the FY 2021 NDAA (H.R. 6395), particularly section 1101, 1102, 1106); Support for pay parity for federal employees with the uniformed military.

Client expense: Not reported · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Continued effort to include a repeal or revised formula for the Windfall Elimination Provision for non-covered retirees. Monitored H.R. 860, the Social Security 2100 Act." The bill would provide an across-the-board benefit increase equivalent to about 2 percent of the average Social Security benefit amd make other substantial changes. The bill, introduced by Rep. John Larson (D-CT) is still pending. The identical Senate bill is S. 269, introduced by Senator Richard Blumenthal (D-CT). Monitored S.521, the Social Security Fairness Act, was introduced by Senator Sherrod Brown (D-OH). The bill would amend title II of the Social Security Act to repeal the Government pension offset and windfall elimination provisions. H.R. 141, the companion bill, was introduced by Rep. Rodney Davis (R-IL) the Social Security Fairness Act of 2019 and it now has over 200 bipartisan cosponsors, including several members of the Ohio delegation. Rep. Richard Neal (D-MA), Chairman of the House Ways and Means Committee, introduced H.R. 397, the Rehabilitation for Multiemployer Pensions Act. It is important to distinguish private and public multiemployer pension plans. It amends the Internal Revenue Code of 1986 to create a Pension Rehabilitation Trust Fund and to establish a Pension Rehabilitation Administration within the Department of the Treasury to make loans to multiemployer defined benefit plans. Chairman Neal introduced H.R. 4540 in 2019 to address the Windfall Elimination Provision (WEP). Rep. Brady introduced his bill, H.R. 3934, at the end of July 2019 to address WEP. Monitored both bills and discussed the need for WEP reform with House and Senate Offices and Committee staff.

Client expense: Not reported · Firm income: $9,999

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

Support H.R. 141/S. 521, the Social Security Fairness Act, to repeal the Government Pension Offset (GPO) and the Windfall Elimination Provision (WEP). Support modifications to H.R. 860 in provide equitable tax treatment between Social Security benefits and Civil Service Retirement System annuities, to extend the adoption of the CPI-E for cost-of-living adjustments to all federal retirement programs (not just Social Security), and to include reform or repeal of the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO). Support H.R. 1254, The Equal COLA Act, which would provide Federal Employees Retirement System (FERS) retirees with the same annual cost-of-living adjustment (COLA) as Civil Service Retirement System (CSRS) employees. Support H.R. 1553, the Fair COLAs for Seniors Act, to calculate cost-of-living adjustments (COLAs) to federal civilian retirement benefits, military retirement benefits, and Social Security benefits using the CPI-E. Support H.R. 2478, the Federal Retirement Fairness Act, which allows federal employees who started their careers in temporary positions before transitioning into permanent roles to retroactively contribute toward their retirement for the years they held a temporary position. Support H.R. 3934, the Equal Treatment of Public Servants Act of 2019, which would reform the Windfall Elimination Provision (WEP). Support H.R. 4540, the Public Servants Protection and Fairness Act, which would reform the Windfall Elimination Provision (WEP). Support providing equitable relief to federal retirees (without Social Security) in any proposal to increase Social Security benefits as part of economic stimulus legislation. Oppose H.R. 5018/H.R. 6614/S.2791, the Taxpayers and Savers Protection Act, which would limit the investment options of the Thrift Savings Plan's International (I) Fund. Oppose administration attempts to pressure the Federal Retirement Thrift Investment Board (FRTIB) to reverse its decision to expand I Fund investments. Support adequate vetting of new nominees to FRTIB, including referral to the Senate Committee on Homeland Security and Governmental Affairs and holding a hearing.

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

Government targets: HOUSE OF REPRESENTATIVES, Office of Management & Budget (OMB), Office of Personnel Management (OPM), SENATE, U.S. Postal Service (USPS)

Issues related to federal education policy. Social Security for Public Retirees, S.634 Education Freedom Scholarships and Opportunity. H.R. 3934 The Equal Treatment Of Public Servants Act H.R. 4540 The Public Servants Protection and Fairness Act H.R. 748 CARES Act - Coronavirus response stimulus

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Issues related to federal education policy. Social Security for Public Retirees, S.634 Education Freedom Scholarships and Opportunity. H.R. 3934 The Equal Treatment Of Public Servants Act H,R. 4540 The Public Servants Protection and Fairness Act H.R. 748 CARES Act - Coronavirus response stimulus

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Social Security legislation, H.R. 141, S. 521, H.R. 4540, H.R. 3934.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Social Security legislation, H.R. 141, S. 521, H.R. 4540. H.R. 3934, S. 3526, Equal Treatment of Public Servants Act of 2019.

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

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

Support for the Public Servants Protection and Fairness Act, H.R. 4540, H.R. 3934 (the Equal Treatment of Public Servants Act)H.R. 141, S 521 (the Social Security Fairness Act of 2019)

Client expense: Not reported · Firm income: $12,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 1254 -- the Equal COLA Act, legislation to provide the same cost-of-living adjustment for Social Security, Civil Service Retirement System and Federal Employee Retirement System annuitants H.R. 141 & S. 521 -- the Social Security Fairness Act, legislation to repeal the Government pension offset and windfall elimination provisions. H.R. 2478 -- legislation to provide retirement credit for certain federal employees who held temporary positions H.R. 3934 -- legislation to modify the Social Security windfall elimination provision formula

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

Government targets: HOUSE OF REPRESENTATIVES, Office of Management & Budget (OMB), Office of Personnel Management (OPM), Postal Regulatory Commission, SENATE, Treasury, Dept of, U.S. Postal Service (USPS)

Support for the Federal Retirement Fairness Act (H.R. 2478); support for the Federal Adjustment of Income Rates (FAIR) Act (H.R. 5690 / S. 3231); Support for the Equal COLA Act (H.R. 1254); Support for the Fair COLA for Seniors Act (H.R. 1553);Support for the Equal Treatment of Public Servants Act (H.R. 3934 / S. 3401); Support for the Public Servants Protection and Fairness Act (H.R. 4540); Support for Social Security Fairness Act (H.R. 141 / S. 521); Support for the RECOVER Act (H.R. 3726); Support for the Federal Frontline Worker Leave Protection Act (H.R. 6733); Support for the FY 2021 NDAA (S. 4049), particularly sections 1111, 1107, 1105, and 1113; Support for the FY 2021 NDAA (H.R. 6395), particularly section 1101, 1102, 1106); Support for pay parity for federal employees with the uniformed military.

Client expense: Not reported · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Continued effort to include a repeal or revised formula for the Windfall Elimination Provision for non-covered retirees. Monitored H.R. 860, the Social Security 2100 Act." The bill would provide an across-the-board benefit increase equivalent to about 2 percent of the average Social Security benefit amd make other substantial changes. The bill, introduced by Rep. John Larson (D-CT) is still pending. The identical Senate bill is S. 269, introduced by Senator Richard Blumenthal (D-CT). Monitored S.521, the Social Security Fairness Act, was introduced by Senator Sherrod Brown (D-OH). The bill would amend title II of the Social Security Act to repeal the Government pension offset and windfall elimination provisions. H.R. 141, the companion bill, was introduced by Rep. Rodney Davis (R-IL) the Social Security Fairness Act of 2019 and it now has over 200 bipartisan cosponsors, including several members of the Ohio delegation. Rep. Richard Neal (D-MA), Chairman of the House Ways and Means Committee, introduced H.R. 397, the Rehabilitation for Multiemployer Pensions Act. It is important to distinguish private and public multiemployer pension plans. It amends the Internal Revenue Code of 1986 to create a Pension Rehabilitation Trust Fund and to establish a Pension Rehabilitation Administration within the Department of the Treasury to make loans to multiemployer defined benefit plans. Chairman Neal introduced H.R. 4540 in 2019 to address the Windfall Elimination Provision (WEP). Rep. Brady introduced his bill, H.R. 3934, at the end of July 2019 to address WEP. Monitored both bills and discussed the need for WEP reform with House and Senate Offices and Committee staff.

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

Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Medicare Payment Advisory Commission (MedPAC), SENATE

Issues related to federal education policy. Social Security for Public Retirees, S.634 Education Freedom Scholarships and Opportunity. H.R. 3934 The Equal Treatment Of Public Servants Act H.R. 4540 The Public Servants Protection and Fairness Act H.R. 748 CARES Act

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Issues related to federal education policy. Social Security for Public Retirees, S.634 Education Freedom Scholarships and Opportunity. H.R. 3934 The Equal Treatment Of Public Servants Act H,R. 4540 The Public Servants Protection and Fairness Act H.R. 748 CARES Act

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Social Security legislation, H.R. 141, S. 521, H.R. 4540, H.R. 3934.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Social Security legislation, H.R. 141, S. 521, H.R. 4540. H.R. 3934, S. 3526, Equal Treatment of Public Servants Act of 2019.

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

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

Support H.R. 141/S. 521, the Social Security Fairness Act, to repeal the Government Pension Offset (GPO) and the Windfall Elimination Provision (WEP). Support modifications to H.R. 860 in provide equitable tax treatment between Social Security benefits and Civil Service Retirement System annuities, to extend the adoption of the CPI-E for cost-of-living adjustments to all federal retirement programs (not just Social Security), and to include reform or repeal of the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO). Support H.R. 1254, The Equal COLA Act, which would provide Federal Employees Retirement System (FERS) retirees with the same annual cost-of-living adjustment (COLA) as Civil Service Retirement System (CSRS) employees. Support H.R. 1553, the Fair COLAs for Seniors Act, to calculate cost-of-living adjustments (COLAs) to federal civilian retirement benefits, military retirement benefits, and Social Security benefits using the CPI-E. Support H.R. 2478, the Federal Retirement Fairness Act, which allows federal employees who started their careers in temporary positions before transitioning into permanent roles to retroactively contribute toward their retirement for the years they held a temporary position. Support H.R. 3934, the Equal Treatment of Public Servants Act of 2019, which would reform the Windfall Elimination Provision (WEP). Support H.R. 4540, the Public Servants Protection and Fairness Act, which would reform the Windfall Elimination Provision (WEP). Support providing equitable relief to federal retirees (without Social Security) in any proposal to increase Social Security benefits as part of economic stimulus legislation. Oppose H.R. 5018/H.R. 6614/S.2791, the Taxpayers and Savers Protection Act, which would limit the investment options of the Thrift Savings Plan's International (I) Fund. Oppose administration attempts to pressure the Federal Retirement Thrift Investment Board (FRTIB) to reverse its decision to expand I Fund investments. Support adequate vetting of new nominees to FRTIB, including referral to the Senate Committee on Homeland Security and Governmental Affairs and holding a hearing.

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

Government targets: HOUSE OF REPRESENTATIVES, Office of Management & Budget (OMB), Office of Personnel Management (OPM), SENATE, U.S. Postal Service (USPS)

Support for the Public Servants Protection and Fairness Act, H.R. 4540, H.R. 3934 (the Equal Treatment of Public Servants Act)H.R. 141, S 521 (the Social Security Fairness Act of 2019)

Client expense: Not reported · Firm income: $12,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 1254 -- the Equal COLA Act, legislation to provide the same cost-of-living adjustment for Social Security, Civil Service Retirement System and Federal Employee Retirement System annuitants H.R. 141 & S. 521 -- the Social Security Fairness Act, legislation to repeal the Government pension offset and windfall elimination provisions. H.R. 2478 -- legislation to provide retirement credit for certain federal employees who held temporary positions H.R. 3934 -- legislation to modify the Social Security windfall elimination provision formula

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

Government targets: HOUSE OF REPRESENTATIVES, Office of Management & Budget (OMB), Office of Personnel Management (OPM), Postal Regulatory Commission, SENATE, Treasury, Dept of, U.S. Postal Service (USPS)

H.R. 397/S. 2254- Rehabilitation for Multiemployer Pensions Act of 2020 H.R. 582- Raise the Wage Act H.R. 1140- The Right for Transportation Security Officers Act of 2020 H.R. 1534/S. 1174- Federal Employee Paid Leave Act H.R. 2474/S. 1306- PRO Act H.R. 2478- Fed Retirement Fairness Act H.R. 3934- Equal Treatment of Public Servants Act S. 2254- Butch Lewis Act of 2020 H.R. 5885- Federal Employee Parental Leave Technical Correction Act H.R. 6246- Protecting Collective Bargaining and Official Time for Federal Workers Act

Client expense: $90,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Support H.R. 141/S. 521, the Social Security Fairness Act, to repeal the Government Pension Offset (GPO) and the Windfall Elimination Provision (WEP). Support modifications to H.R. 860 in provide equitable tax treatment between Social Security benefits and Civil Service Retirement System annuities, to extend the adoption of the CPI-E for cost-of-living adjustments to all federal retirement programs (not just Social Security), and to include reform or repeal of the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO). Support H.R. 1254, The Equal COLA Act, which would provide Federal Employees Retirement System (FERS) retirees with the same annual cost-of-living adjustment (COLA) as Civil Service Retirement System (CSRS) employees. Support H.R. 1553, the Fair COLAs for Seniors Act, to calculate cost-of-living adjustments (COLAs) to federal civilian retirement benefits, military retirement benefits, and Social Security benefits using the CPI-E. Support H.R. 2478, the Federal Retirement Fairness Act, which allows federal employees who started their careers in temporary positions before transitioning into permanent roles to retroactively contribute toward their retirement for the years they held a temporary position. Support H.R. 3934, the Equal Treatment of Public Servants Act of 2019, which would reform the Windfall Elimination Provision (WEP). Support H.R. 4540, the Public Servants Protection and Fairness Act, which would reform the Windfall Elimination Provision (WEP). Support providing equitable relief to federal retirees (without Social Security) in any proposal to increase Social Security benefits as part of economic stimulus legislation.

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

Government targets: HOUSE OF REPRESENTATIVES, Office of Management & Budget (OMB), Office of Personnel Management (OPM), SENATE, U.S. Postal Service (USPS)

Continued effort to include a repeal or revised formula for the Windfall Elimination Provision for non-covered retirees. Monitored H.R. 860, the Social Security 2100 Act." The bill would provide an across-the-board benefit increase equivalent to about 2 percent of the average Social Security benefit amd make other substantial changes. The bill, introduced by Rep. John Larson (D-CT) is still pending. The identical Senate bill is S. 269, introduced by Senator Richard Blumenthal (D-CT). Monitored S.521, the Social Security Fairness Act, was introduced by Senator Sherrod Brown (D-OH). The bill would amend title II of the Social Security Act to repeal the Government pension offset and windfall elimination provisions. H.R. 141, the companion bill, was introduced by Rep. Rodney Davis (R-IL) the Social Security Fairness Act of 2019 and it now has over 200 bipartisan cosponsors, including several members of the Ohio delegation. Rep. Richard Neal (D-MA), Chairman of the House Ways and Means Committee, introduced H.R. 397, the Rehabilitation for Multiemployer Pensions Act. It is important to distinguish private and public multiemployer pension plans. It amends the Internal Revenue Code of 1986 to create a Pension Rehabilitation Trust Fund and to establish a Pension Rehabilitation Administration within the Department of the Treasury to make loans to multiemployer defined benefit plans. Chairman Neal introduced H.R. 4540 in 2019 to address the Windfall Elimination Provision (WEP). Rep. Brady introduced his bill, H.R. 3934, at the end of July 2019 to address WEP. Monitored both bills and discussed the need for WEP reform with House and Senate Offices and Committee staff.

Client expense: Not reported · Firm income: $9,999

Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Medicare Payment Advisory Commission (MedPAC), SENATE

Social Security legislation, H.R. 141, S. 521, H.R. 4540, H.R. 3934.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Social Security legislation, H.R. 141, S. 521, H.R. 4540. H.R. 3934, S. 3526, Equal Treatment of Public Servants Act of 2019.

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

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

Issues related to federal education policy. Social Security for Public Retirees, S.634 Education Freedom Scholarships and Opportunity. H.R. 3934 The Equal Treatment Of Public Servants Act H.R. 4540 The Public Servants Protection and Fairness Act H.R. 748 CARES Act

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Issues related to federal education policy. Social Security for Public Retirees, S.634 Education Freedom Scholarships and Opportunity. H.R. 3934 The Equal Treatment Of Public Servants Act H,R. 4540 The Public Servants Protection and Fairness Act H.R. 748 CARES Act

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Support for the Public Servants Protection and Fairness Act, H.R. 4540, H.R. 3934 (the Equal Treatment of Public Servants Act)H.R. 141, S 521 (the Social Security Fairness Act of 2019)

Client expense: Not reported · Firm income: $12,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Support for the Federal Retirement Fairness Act (H.R. 2478); support for the Federal Adjustment of Income Rates (FAIR) Act (H.R. 5690 / S. 3231); Support for the Equal COLA Act (H.R. 1254); Support for the Fair COLA for Seniors Act (H.R. 1553);Support for the Equal Treatment of Public Servants Act (H.R. 3934 / S. 3401); Support for the Public Servants Protection and Fairness Act (H.R. 4540); Support for Social Security Fairness Act (H.R. 141 / S. 521); Support for the RECOVER Act (H.R. 3726); Support for the Families First Coronavirus Response Act (H.R. 6201); Support for the Coronavirus Aid, Relief, and Economic Security (CARES) Act (H.R. 748), as amended.

Client expense: Not reported · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 1254 -- the Equal COLA Act, legislation to provide the same cost-of-living adjustment for Social Security, Civil Service Retirement System and Federal Employee Retirement System annuitants H.R. 141 & S. 521 -- the Social Security Fairness Act, legislation to repeal the Government pension offset and windfall elimination provisions. H.R. 2478 -- legislation to provide retirement credit for certain federal employees who held temporary positions H.R. 3934 -- legislation to modify the Social Security windfall elimination provision formula

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

Government targets: HOUSE OF REPRESENTATIVES, Office of Management & Budget (OMB), Office of Personnel Management (OPM), Postal Regulatory Commission, SENATE, Treasury, Dept of, U.S. Postal Service (USPS)

H.R.141/S.521, the Social Security Fairness Act, Entirety Guaranteed Retirement Accounts/retirement security H.R.860/S.269, Social Security 2100 Act, Entirety H.R.3934, Equal Treatment of Public Servants Act, Windfall Elimination Provision H.R.4540, Public Servants Protection & Fairness Act, Entirety H.R.1994, Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE ACT), 529 Savings Plan issues S.2254, Butch Lewis Act of 2019, Entirety S.27, American Miners Act, Entirety Monitor H.R.3934, Equal Treatment of Public Servants Act, Windfall Elimination Provision

Client expense: $450,000 · Firm income: Not reported

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

H.R. 397 - The Rehabilitation for Multiemployer Pensions Act S. 617 - Tax Extenders & Disaster Relief Act. H.R. 1230, the Protecting Older Workers Against Discrimination Act (POWADA). H.R. 2730/S. 1443 - The Credit for Caring Act. S. 1209 - REMEDY ACT. S. 972/H.R. 100 - The Retirement Enhancement & Savings Act. H.R. 1994 - Setting Every Community Up for Retirement Enhancement Act. H.R. 5306/S. 2989, Know Your Social Security Act. H.R. 5446, Improving Social Securitys Service to Victims of Identity Theft Act. Submitted comments to the Social Security Administration on their rulemaking on the Advanced Designation of Representative Payees. H.R. 4540, the Public Servants Protection and Fairness Act, and H.R. 3934, the Equal Treatment of Public Servants Act - Discussed Windfall Elimination Provision legislation. H.R. 5380 - The Senior Guardianship Social Security Protection Act. No bill number - Discussed the Social Security system and paid family leave. H.R. 5392 - The Social Security Enhancement and Protection Act. H.R. 4610/S. 3795 the Receiving Electronic Statements to Improve Retiree Earnings (RETIRE) Act. No bill number - Discussed private sector retirement reform issues. No bill number - Discussed State retirement savings programs for private sector workers. No bill number -Discussed part-time worker, independent contractor, contingent worker and personal/individual plan retirement issues. No bill number - Discussed student loans and retirement saving issues. No bill number - Discussed retirement plan data collection and dissemination issues. No bill number - Discussed small employer and pooled retirement plan issues. No bill number - Discussed small retirement account cash out issues. No bill number - Discussed retirement reforms related to permitting early access to retirement savings. No bill number - Discussed Individual Retirement Account (IRA) issues. No bill number - Discussed access to retirement savings for dependent care expenses. No bill number - Discussed savings for emergency expenses. No bill number - Discussed options to spend down retirement savings after retirement. Submitted comments to DOL on multiple employer plans and delivery of required retirement disclosures via the internet.

Client expense: $2,140,000 · Firm income: Not reported

Government targets: Centers For Disease Control & Prevention (CDC), Centers For Medicare and Medicaid Services (CMS), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Labor, Dept of (DOL), Office of Management & Budget (OMB), Office of Personnel Management (OPM), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Transportation, Dept of (DOT), Treasury, Dept of, White House Office

Support H.R. 141/S. 521, the Social Security Fairness Act, to repeal the Government Pension Offset (GPO) and the Windfall Elimination Provision (WEP). Support modifications to H.R. 860 in provide equitable tax treatment between Social Security benefits and Civil Service Retirement System annuities, to extend the adoption of the CPI-E for cost-of-living adjustments to all federal retirement programs (not just Social Security), and to include reform or repeal of the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO). Support H.R. 1254, The Equal COLA Act, which would provide Federal Employees Retirement System (FERS) retirees with the same annual cost-of-living adjustment (COLA) as Civil Service Retirement System (CSRS) employees. Support H.R. 1553, the Fair COLAs for Seniors Act, to calculate cost-of-living adjustments (COLAs) to federal civilian retirement benefits, military retirement benefits, and Social Security benefits using the CPI-E. Support H.R. 2478, the Federal Retirement Fairness Act, which allows federal employees who started their careers in temporary positions before transitioning into permanent roles to retroactively contribute toward their retirement for the years they held a temporary position. Support H.R. 3934, the Equal Treatment of Public Servants Act of 2019, which would reform the Windfall Elimination Provision (WEP). Support H.R. 4540, the Public Servants Protection and Fairness Act, which would reform the Windfall Elimination Provision (WEP).

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

Government targets: HOUSE OF REPRESENTATIVES, Office of Management & Budget (OMB), Office of Personnel Management (OPM), SENATE, U.S. Postal Service (USPS)

Issues related to federal education policy. Social Security for Public Retirees, S.634 Education Freedom Scholarships and Opportunity. HR 3934 The Equal Treatment Of Public Servants Act HR 4540 The Public Servants Protection and Fairness Act

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Issues related to federal education policy. Social Security for Public Retirees, S.634 Education Freedom Scholarships and Opportunity. HR 3934 The Equal Treatment Of Public Servants Act HR 4540 The Public Servants Protection and Fairness Act

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 860, the Social Security 2100 Act, to protect our Social Security system and improve benefits for current and future generations, was introduced. The bill would provide an across-the-board benefit increase equivalent to about 2 percent of the average Social Security benefit amd make other substantial changes. The bill, introduced by Rep. John Larson (D-CT) is still pending. The identical Senate bill is S. 269, introduced by Senator Richard Blumenthal (D-CT). S.521, the Social Security Fairness Act, was introduced by Senator Sherrod Brown (D-OH) on February 14. The bill has eight cosponsors and would amend title II of the Social Security Act to repeal the Government pension offset and windfall elimination provisions. H.R. 141, the companion bill, was introduced by Rep. Rodney Davis (R-IL) the Social Security Fairness Act of 2019 in January 2019 and it now has over 200 bipartisan cosponsors, including nine members of the Ohio delegation. Rep. Richard Neal (D-MA), Chairman of the House Ways and Means Committee, introduced H.R. 397, the Rehabilitation for Multiemployer Pensions Act. It is important to distinguish private and public multiemployer pension plans. It amends the Internal Revenue Code of 1986 to create a Pension Rehabilitation Trust Fund and to establish a Pension Rehabilitation Administration within the Department of the Treasury to make loans to multiemployer defined benefit plans. Chairman Neal introduced H.R. 4540 on September 27, to address the Windfall Elimination Provision (WEP). Rep. Brady introduced his bill, H.R. 3934, at the end of July to address WEP. Senate Finance Committee Chairman Senator Chuck Grassley (R-IA) and Ranking Member Senator Ron Wyden (D-OR) have introduced a bill, known as the RESA Act, that compliments the Houses version of the SECURE Act. Their bill does not include the provisions relating to 529 plans. Senators Rob Portman (R-OH) and Ben Cardin (D-MD) introduced S. 1431, the Retirement Security and Savings Act, on May 20. It is another bill to help Americans save more for retirement.

Client expense: Not reported · Firm income: $9,999

Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, SENATE

H.R. 397/S. 2254- Rehabilitation for Multiemployer Pensions Act of 2019 H.R. 582- Raise the Wage Act H.R. 1534/S. 1174- Federal Employee Paid Leave Act H.R. 2474/S. 1306- PRO Act H.R. 2478- Fed Retirement Fairness Act H.R. 3934- Equal Treatment of Public Servants Act S. 2254- Butch Lewis Act of 2019

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 1254 -- the Equal COLA Act, legislation to provide the same cost-of-living adjustment for Social Security, Civil Service Retirement System and Federal Employee Retirement System annuitants H.R. 141 & S. 521 -- the Social Security Fairness Act, legislation to repeal the Government pension offset and windfall elimination provisions. H.R. 2478 -- legislation to provide retirement credit for certain federal employees who held temporary positions H.R. 3934 -- legislation to modify the Social Security windfall elimination provision formula

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

Government targets: HOUSE OF REPRESENTATIVES, Office of Management & Budget (OMB), Office of Personnel Management (OPM), Postal Regulatory Commission, SENATE, Treasury, Dept of, U.S. Postal Service (USPS)

Social Security legislation, H.R. 141, S. 521 and H.R. 3934. H.R. 4540. H.R. 3934 Equal Treatment of Public Servants Act of 2019.

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

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

Support H.R. 141/S. 521, the Social Security Fairness Act, to repeal the Government Pension Offset (GPO) and the Windfall Elimination Provision (WEP). Support H.R. 1254, The Equal COLA Act, which would provide Federal Employees Retirement System (FERS) retirees with the same annual cost-of-living adjustment (COLA) as Civil Service Retirement System (CSRS) employees. Support H.R. 1553, the Fair COLAs for Seniors Act, to calculate cost-of-living adjustments (COLAs) to federal civilian retirement benefits, military retirement benefits, and Social Security benefits using the CPI-E. Support H.R. 2478, the Federal Retirement Fairness Act, which allows federal employees who started their careers in temporary positions before transitioning into permanent roles to retroactively contribute toward their retirement for the years they held a temporary position. Support H.R. 3934, the Equal Treatment of Public Servants Act of 2019, which would reform the Windfall Elimination Provision (WEP). Support H.R. 4540, the Public Servants Protection and Fairness Act, which would reform the Windfall Elimination Provision (WEP).

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

Government targets: HOUSE OF REPRESENTATIVES, Office of Management & Budget (OMB), Office of Personnel Management (OPM), SENATE, U.S. Postal Service (USPS)