Rehabilitation for Multiemployer Pensions Act of 2019

- American Miner Benefits Improvement Act of 2020 Senate/House - Rehabilitation for Multi-employer Pensions Act of 2019 H.R. 397 Senate/House

Client expense: $131,300 · Firm income: Not reported

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

H.R.397/S. 2254 - Rehabilitation for Multi-Employer Pensions Act (composite pensions and pension reform);

Client expense: $300,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE, U.S. Trade Representative (USTR)

HR 397 - Rehabilitation for Multiemployer Pensions Act - Otherwise known as the Butch-Lewis Act, this serves as the Democrats solution to the Multiemployer Pension Solvency Crisis by creating a new administration within the Treasury Department to issue loans to plans with (a) critical and declining, (b) critical, or (c) insolvent status. While generally supporting an immediate resolution the crisis as well as moving debate to the Senate, NACD is in opposition to bills that do not address underlying structural issues impacting Multiemployer pensions. HR 4069 - Modern Worker Empowerment Act - H.R. 4069 would bring the Fair Labor Standards Act (FLSA) into the 21st century by updating the definition of employee, conforming the definition of employee with other New Deal era statutes that already apply a common-law definition for the term, and reconciling the FLSA with more recent U.S. Supreme Court decisions. HR2474/S1306 - PRO Act or Protecting the Right to Organize Act of 2019 - The bill, among several different provisions, would (a) force companies to turn over personally identifying information such as addresses, contact information, and shift information on employees to unions, (b) shorten the amount of time businesses would have to prepare for union certifying elections (c) modify the tests for independent-contractor and joint-employer to definitions not consistent with current employment trends, and make many other changes to labor and employment law that would be better debated individually. NACD is in opposition to this bill. In the year-end ombinus/coronavirus response package, NACD lobbied for business relief measures to be included as part of the text including tariff eliminations or deferrals. Additionally, NACD supported loan forgiveness feature covering payroll expenses for paid sick and family medical leave time. In advance of an additional omnibus/coronavirus emergency relief package, NACD again lobbied for tariff relief and other business support measures. NACD offered support and advocated for inclusion of loan forgiveness for Paycheck Protection Program borrowers under $150,000. On June 30, 2020, Senator Kevin Kramer introduced S. 4117, the Paycheck Protection Program Small Business Forgiveness Act, a bill that would modify loan forgiveness under PPP by providing automatic forgiveness of PPP loans that are not more than $150,000 if the recipient submits a one-page form. NACD supports and advocated for the passage of S. 4117 or inclusion of its text in any coronavirus emergency relief package. Maintaining Standard Business Deductions - When Congress passed the CARES Act earlier this year, the Internal Revenue Service took the step of determining that companies that use Paycheck Protection Program (PPP) funds to cover normally deductible expenses would no longer be able to do so. NACD, like much of congress, opposes the IRS decision on the grounds that it largely weakens the impact of the aid. NACD supports measures such as HR6754 and S3612 that would restore these standard business deductions. Additionally, NACD advocated for the inclusion of the Senates infrastructure language in the ombinus-relief package. NACD lobbied against inclusion of HR 397, otherwise known as the Butch-Lewis Act, any future coronavirus emergency relief bill as the bill does not address the underlying structural issues of the multiemployer pension crisis.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

In the year-end omnibus/coronavirus response package, NACD lobbied for business relief measures to be included as part of the text including tariff eliminations or deferrals. Additionally, NACD supported loan forgiveness feature covering payroll expenses for paid sick and family medical leave time. In the year-end onmibus/coronavirus emergency relief package, NACD again lobbied for tariff relief and other business support measures. NACD offered support and advocated for inclusion of loan forgiveness for Paycheck Protection Program borrowers under $150,000. On June 30, 2020, Senator Kevin Kramer introduced S. 4117, the Paycheck Protection Program Small Business Forgiveness Act, a bill that would modify loan forgiveness under PPP by providing automatic forgiveness of PPP loans that are not more than $150,000 if the recipient submits a one-page form. NACD supports and advocated for the passage of S. 4117 or inclusion of its text in any coronavirus emergency relief pacage. Maintaining Standard Business Deductions - When Congress passed the CARES Act earlier this year, the Internal Revenue Service took the step of determining that companies that use Paycheck Protection Program (PPP) funds to cover normally deductible expenses would no longer be able to do so. NACD, like much of congress, opposes the IRS decision on the grounds that it largely weakens the impact of the aid. NACD supports measures such as HR6754 and S3612 that would restore these standard business deductions. Additionally, NACD advocated for the inclusion of the Senates infrastructure language in the year-end omnibus/coronavirus relief package or any upcoming package. NACD lobbied against inclusion of HR 397, otherwise known as the Butch-Lewis Act, any future coronavirus emergency relief bill as the bill does not address the underlying structural issues of the multiemployer pension crisis.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

In the year-end omnibus/coronavirus response package, NACD lobbied for business relief measures to be included as part of the text including tariff eliminations or deferrals. Additionally, NACD supported loan forgiveness feature covering payroll expenses for paid sick and family medical leave time. In the year-end omnibus/coronavirus emergency relief package, NACD again lobbied for tariff relief and other business support measures. NACD offered support and advocated for inclusion of loan forgiveness for Paycheck Protection Program borrowers under $150,000. On June 30, 2020, Senator Kevin Kramer introduced S. 4117, the Paycheck Protection Program Small Business Forgiveness Act, a bill that would modify loan forgiveness under PPP by providing automatic forgiveness of PPP loans that are not more than $150,000 if the recipient submits a one-page form. NACD supports and advocated for the passage of S. 4117 or inclusion of its text in any coronavirus emergency relief package. Maintaining Standard Business Deductions - When Congress passed the CARES Act earlier this year, the Internal Revenue Service took the step of determining that companies that use Paycheck Protection Program (PPP) funds to cover normally deductible expenses would no longer be able to do so. NACD, like much of congress, opposes the IRS decision on the grounds that it largely weakens the impact of the aid. NACD supports measures such as HR6754 and S3612 that would restore these standard business deductions. Additionally, NACD advocated for the inclusion of the Senates infrastructure language in any upcoming package. NACD lobbied against inclusion of HR 397, otherwise known as the Butch-Lewis Act, any future coronavirus emergency relief bill as the bill does not address the underlying structural issues of the multiemployer pension crisis.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

In the year-end onmibus/coronavirus response package, NACD lobbied for business relief measures to be included as part of the text including tariff eliminations or deferrals. Additionally, NACD supported loan forgiveness feature covering payroll expenses for paid sick and family medical leave time. In advance of an additional coronavirus emergency relief package, NACD again lobbied for tariff relief and other business support measures. NACD offered support and advocated for inclusion of loan forgiveness for Paycheck Protection Program borrowers under $150,000. On June 30, 2020, Senator Kevin Kramer introduced S. 4117, the Paycheck Protection Program Small Business Forgiveness Act, a bill that would modify loan forgiveness under PPP by providing automatic forgiveness of PPP loans that are not more than $150,000 if the recipient submits a one-page form. NACD supports and advocated for the passage of S. 4117 or inclusion of its text in any coronavirus emergency relief package. Maintaining Standard Business Deductions - When Congress passed the CARES Act earlier this year, the Internal Revenue Service took the step of determining that companies that use Paycheck Protection Program (PPP) funds to cover normally deductible expenses would no longer be able to do so. NACD, like much of congress, opposes the IRS decision on the grounds that it largely weakens the impact of the aid. NACD supports measures such as HR6754 and S3612 that would restore these standard business deductions. Additionally, NACD advocated for the inclusion of the Senates infrastructure language in any upcoming package. NACD lobbied against inclusion of HR 397, otherwise known as the Butch-Lewis Act, any future coronavirus emergency relief bill as the bill does not address the underlying structural issues of the multiemployer pension crisis.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Protect SEIU members' pensions and multi-employer pension funds HR 397 HR 935 S 27 HR 6800 HR 8406

Client expense: $186,390 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Davis-Bacon The Davis-Bacon Repeal Act Project Labor Agreements Pension Protection Act Butch-Lewis Act (H.R. 397) Multiemployer Pension Reform Act Right to Work Government Neutrality in Contracting Act Fair Playing Field Act Paid Sick Leave Paid Family Leave Families First Coronavirus Response Act HR 6201 Industry Recognized Apprenticeship Programs (IRAPs) National Apprenticeship Act Safety

Client expense: $210,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Pension Benefit Guaranty Corporation (PBGC), SENATE

Proposals to amend ERISA with respect to multi-employer pension plans Withdrawal liability. Multi-employer pension plans & legacy/ orphan issues; proposed retiree benefit cuts; proposed premium increases H.R. 397, The Rehabilitation for Multiemployer Pension Act S. 2254 The Butch Lewis Act of 2019 Multiemployer pension recapitalization and reform plan Grassley-Alexander pension proposal GROW Act Coronavirus relief proposals including H.R. 6800/H.R. 8406 re: retirement and multiemployer pension plans & Emergency Pension Plan Relief Act (HEROES Act) Retirement Priorities with Biden Transition Agency Review Team

Client expense: $371,552 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Federal Aviation Administration (FAA), Federal Motor Carrier Safety Administration, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office

H.R. 397, the Rehabilitation for Multiemployer Pensions Act of 2019, a bill to amend 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; entire bill. S. 2254, the Butch Lewis Act of 2019, a bill to amend 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; entire bill. S. 5054, Chris Allen Multiemployer Pension Recapitalization and Reform Act, To amend the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1874 to reform the treatment of multiemployer plans, to ensure the ability of the Pension Benefit Guaranty Corporation to provide guaranteed benefits of retirees, and for other purposes. Entire bill H.R. 8406, Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act, legislation making emergency supplemental appropriations for the fiscal year ending September 30, 2021; Division G ("Retirement Provisions"), Title I ("Relief for Multiemployer Pension Plans") and Division H ("Giving Retirement Options to Workers Act").

Client expense: $100,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 397, Rehabilitation for Multiemployer Pensions Act H.R. 748/S.3548, Coronavirus Aid, Relief, and Economic Security (CARES) Act H.R. 1007/S. 972, Retirement Enhancement and Savings Act of 2019 H.R. 1865, Further Consolidated Appropriations Act, 2020 H.R. 1994, Setting Every Community Up for Retirement Enhancement Act of 2019 H.R. 4035, Pension and Budget Integrity Act of 2019 H.R. 6074, Coronavirus Preparedness and Response Supplemental Appropriations Act, 2020 H.R. 6201, Families First Coronavirus Response Act H.R. 6800, Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act H.R. 7617, Defense, Commerce, Justice, Science, Energy and Water Development, Financial Services and General Government, Labor, Health and Human Services, Education, Transportation, Housing, and Urban Development Appropriations Act, 2021 Potential legislation similar to H.R. 4523, Automatic Retirement Plan Act of 2017 Potential legislation similar to H.R. 4610/S. 3785, Receiving Electronic Statements To Improve Retiree Earnings Act (115th Congress) Potential legislation similar to H.R. 4997, Giving Retirement Options to Workers GROW Act of 2018 Various issues relating to multiemployer pension plan; multiemployer pension recapitalization and reform plan (MPRRP); single employer defined contribution plans and defined benefit plans; e-delivery of retirement plan disclosures and notices; single employer pension plans; single employer pension funding relief; single employer pension plans and the COVID-19 pandemic; multiemployer pension plans and the COVID-19 pandemic; Public Comment to Social Security Administration (SSA) on the SSAs draft user agreement (and related documents) for participants in the SSAs electronic consent based social security number verification service; Public Comment to the U.S. Department of Labor on prohibited transactions involving pooled employer plans under the Setting Every Community Up for Retirement Enhancement (SECURE) Act (P.L. 116-94, Div. O) and other multiple employer plans; Public Comment to the U.S. Department of Labor on financial factors in selecting plan investments; Public Comment to the U.S. Department of Labor on Application No. D-12011, Improving Investment Advice for Workers and Retirees; Public Comment to IRS on Notice 2020-42, remote notarization; Comments on pension benefit Statements, lifetime income illustrations; Issues related to plan contribution due date under Section 3609 of the CARES Act (P.L. 116-136); COVID-19 and retirement plans; fiduciary investment duties and fiduciary status; proxy voting and ERISA governed plans; pooled employer plans; implementation of the CARES Act, (P.L. 116-136), including provisions related to section 3608

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

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

H.R. 397: Rehabilitation for Multi-employer Pensions Act; all provisions. S. 2254 Butch Lewis Act of 2019; all provisions.

Client expense: $190,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Representation Election Procedures, Efforts to mandate employment verification system for employers; Definition of independent contractor; Multi-employer Pension Reform, Working Families Flexibility Act; Implementation of Workforce Innovation and Opportunity Act; EEOC Transparency and Accountability, HR 1858/S.907- Fair and Open Competition Act; H.R. 1858, S. 907, Paid Leave, Joint Employer, Career and Technical Education, Apprenticeship Executive Order; Work Opportunity Tax Credit (WOTC); Worker centers; Apprenticeships in construction; Paycheck Fairness Act, H.R. 7/ S.270, Family Leave, S.839/H.R.3497, the JOBS Act, USA Workforce Tax credit; Secure Act; H.R. 397- Rehabilitation for Multiemployer Pension Act; S.1306/H.R.2474- the Protecting the Right to Organize Act; S.2557- Student Aid Improvement Act; H.R.4674- the College Affordability Act; H.R. 6201- Families First Coronavirus Response Act; Paid Leave Mandate; Family Medical Leave Act Expansion; H.R. 6800, HEREOS Act (paid emergency sick leave and Family Medical Leave Act expansion); H.R.7066 - Reopening America by Supporting Workers and Businesses Act of 2020; Pandemic Emergency Unemployment Compensation Program; Safely Back to School and Back to Work Act; H.R. 925, Revised HEROES Act (paid emergency sick leave and Family Medical Leave Act expansion); HEALS ACT and several of its corresponding bills, including The American Workers Families, And Employers Assistance Act (S. 4318), The Safeguarding Americas Frontline Employees To Offer Work Opportunities Required To Kickstart The Economy (SAFE TO WORK) Act (S. 4317), the Safely Back to School and Back to Work Act (S. 4322); House Amendment to S. 178 with Amendment No. 2652 - Delivering Immediate Relief to America's Families, Schools and Small Businesses Act; S.4239 - Workforce Recovery and Training Services Act of 2020; H.R. 8294, National Apprenticeship Act of 2020; S.5045 - Chris Allen Multiemployer Pension Recapitalization and Reform Act of 2020; H.R.8222 - Infrastructure Expansion Act of 2020; H.R.6395 - National Defense Authorization Act for Fiscal Year 2021; H.R. 133 - Consolidated Appropriations Act, 2021

Client expense: $261,446 · Firm income: Not reported

Government targets: Army, Dept of (Corps of Engineers), Council on Environmental Quality (CEQ), Defense, Dept of (DOD), Education, Dept of, Environmental Protection Agency (EPA), Federal Highway Administration (FHA), Federal Motor Carrier Safety Administration, Federal Transit Administration (FTA), General Services Administration (GSA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Occupational Safety & Health Administration (OSHA), Office of Management & Budget (OMB), SENATE, Small Business Administration (SBA), State, Dept of (DOS), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office

The International Brotherhood of Electrical Workers (IBEW) lobbied in support of the rehabilitation for Multiemployer Pensions provisions to be included in pandemic response legislation; text similar to Rehabilitation for Multiemployer Pensions Act (H.R. 397) and the Butch Lewis Act (S. 2254) would provide long-term, low-interest loans to distressed multiemployer defined pension plans. The intended effect of this legislation is to protect the defined pensions of over one million retirees and active workers in the United States and maintaining the long-term solvency of the Pension Benefit Guaranty Corporation (PBGC). The IBEW is the sponsor of the second-largest multiemployer defined benefit pension plan in the United States, the National Electrical Benefit Fund. The International Brotherhood of Electrical Workers (IBEW) lobbied against the inclusion of the Giving Retirement Options to Workers (GROW) Act in COVID-19 response legislation. The GROW Act would allow for the creation of new composite pension plans that would weaken the multiemployer pension system. Composite plans would allow for employers to withdraw from the pension system without playing liability, result in cuts to multi-employer pension benefits, and are exempt from paying Pension Benefit Guaranty Corporation (PBGC) premiums. The GROW Act was included in H.R.6800 - The Heroes Act. The International Brotherhood of Electrical Workers (IBEW) lobbied in opposition to the Giving Retirement Options to Workers (GROW) Act. While the legislation was not introduced as an individual bill, it was included in the Health and Economic Recovery Omnibus Emergency Solutions Act (HEROES) Act (H.R. 6800). The GROW Act would amend the Employee Retirement Income Security Act (ERISA) and the Internal Revenue Code of 1986 to authorize a new composite multiemployer pension plan design.

Client expense: $68,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Protect SEIU members' pensions and multi-employer pension funds HR 397 HR 935 S 27 HR 6800 HR 8406

Client expense: $259,593 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

HR 397, Rehabilitation for Multi-employer Pension Act Grassley-Alexander Multiemployer Pension Recapitalization and Reform Plan Families First Coronavirus Response Act (paid leave mandate) OSHA COVID-19 Recordkeeping and Reporting Supply issues related to the pandemic H.R. 6841 - AG CHAIN Act S. 4213 - FRNT LINE Act H.R.133, Consolidated Appropriations Act, 2021

Client expense: $197,171 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Executive Office of the President (EOP), Federal Motor Carrier Safety Administration, Federal Reserve System, Federal Trade Commission (FTC), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Occupational Safety & Health Administration (OSHA), SENATE, Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office

H.R. 8696 - Securing a Strong Retirement Act of 2020 H.R. 8606 - To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes, and for other purposes. H.R. 8567 - Required Minimum Distribution Modernization Act of 2020 H.R. 7439 - To establish the Retirement Savings Lost and Found, and for other purposes. H.R. 7418 - Encouraging Americans to Save Act H.R. 6800 - Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act H.R. 6276 - Retirement Parity for Student Loans Act H.R. 6257 - Public Service Retirement Fairness Act of 2020 H.R. 4035 - Pension and Budget Integrity Act of 2019 H.R. 2112 - Refund to Rainy Day Savings Act H.R. 1994 - The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 H.R. 1865 - Further Consolidated Appropriations Act, 2020 H.R. 1516 - Wall Street Tax Act of 2019 H.R. 1007 - Retirement Enhancement and Savings Act of 2019 H.R. 748 - Coronavirus Aid, Relief, and Economic Security (CARES) Act H.R. 925 - The Heroes Act H.R. 397 - Rehabilitation of Multiemployer Pensions Act of 2019 H.R. 133 - Consolidated Appropriations Act, 2021 S. 5064 - Improving Access to Retirement Savings Act S. 5035 - Encouraging Americans to Save Act S. 4192 - A bill to increase portability of and access to retirement savings, and for other purposes. S. 2962 - Higher Education Loan Payment and Enhanced Retirement (HELPER) Act of 2019 S. 2370 - Automatic IRA Act of 2019 S. 1431 - Retirement Security and Savings Act S. 1428 - Retirement Parity for Student Loans Act S. 1020 - Retirement Security Flexibility Act of 2019 S. 1019 - Strengthening Financial Security Through Short-Term Savings Accounts Act of 2019 S. 1018 - Refund to Rainy Day Savings Act S. 1011 - A bill to amend the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974 to modify the requirements for multiple employer plans, and for other purposes. S. 975 - Womens Retirement Protection Act S. 972 - Retirement Enhancement and Savings Act S. 647 - Wall Street Tax Act of 2019 S. 322 - The SIMPLE Plan Modernization Act S. 321 - Retirement Security Act of 2019

Client expense: $114,314 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC)

H.R. 397 - Rehabilitation for Multiemployer Pensions Act S. 3426 - Anticompetitive Exclusionary Conduct Prevention Act H.R. 6800 - HEROES Act

Client expense: $130,000 · Firm income: Not reported

Government targets: Federal Communications Commission (FCC), HOUSE OF REPRESENTATIVES, SENATE

Pension Funding and Smoothing Legislation; Investor Protection Fiduciary Regulations; Butch Lewis Act(H.R. 397); Strengthening Social Security; HEALS Act; HEROES Act 2.0 (H.R.925); Protecting Employees and Retirees in Business Bankruptcies Act of 2020 (H.R.7370/S.4089); Consolidated Appropriations Act, 2021 (H.R. 133)

Client expense: $130,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Labor, Dept of (DOL), Natl Highway Traffic Safety Administration (NHTSA), Natl Labor Relations Board (NLRB), Occupational Safety & Health Administration (OSHA), Office of Management & Budget (OMB), SENATE, State, Dept of (DOS), U.S. Customs & Border Protection, U.S. International Trade Commission (ITC), U.S. Trade Representative (USTR), White House Office

Proposals relating to multiemployer pension plans, including provisions contained in H.R. 6800 (the HEROES Act) and proposals offered in connection with H.R. 748 (the CARES Act), the Multiemployer Pension Recapitalization and Reform Plan, and H.R. 397, the Rehabilitation for Multiemployer Pensions Act

Client expense: $120,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), HOUSE OF REPRESENTATIVES, SENATE, State, Dept of (DOS), U.S. Trade Representative (USTR)

H.R. 397, Rehabilitation for Multiemployer Pensions Act of 2019; H.R.6800 - The Heroes Act Retirement Provisions Title I-Relief for Multiemployer Pension Plans; multiemployer pension reform for underfunded pension plans

Client expense: Not reported · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Issues relating to multi-employer pension plans. H.R. 748, The Coronavirus Aid, Relief and Economic Security Act: issues related to multi-employer pension plans. H.R. 397 - Rehabilitation for Multiemployer Pensions Act of 2019. S. 2254 - Butch Lewis Act of 2019.

Client expense: $230,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Alcohol & Tobacco Tax & Trade Bureau (TTB), Centers For Disease Control & Prevention (CDC), Commerce, Dept of (DOC), Federal Motor Carrier Safety Administration, Federal Reserve System, Federal Trade Commission (FTC), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Institute on Alcohol Abuse & Alcoholism (NIAA), SENATE, Treasury, Dept of, U.S. Trade Representative (USTR), White House Office

Rehabilitation of Multiemployer Pensions Act (HR 397)--Support efforts to pass legislation related to comprehensive multiemployer pension plan reform. Supported adding legislation related to comprehensive multiemployer pension plan reform to the Consolidated Appropriations Act, 2021. (HR 133)

Client expense: $51,000 · Firm income: Not reported

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

Rehabilitation for Multiemployer Pensions Act (HR 397); Composite pension plans and alternative plan designs; HEROES Act (HR 6800)

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 582, Raise the Wage Act, all provisions H.R. 397, Rehabilitation for Multiemployer Pensions Act, all provisions

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 397, Rehabilitation for Multiemployer Pensions Act. S. 1431, Retirement Security & Savings Act. S. 2254, Butch Lewis Act. S. 4192/H.R. 7439, Retirement Savings Lost and Found Act. S. 5064, Improving Access to Retirement Savings Act. No bill number. Discussed the Social Security Average Wage Index (AWI). No bill number. Discussed Social Security payroll tax pause. No bill number. Discussed Grassley-Alexander multi-employer pensions draft legislation. No bill number. Comments letter to the Social Security Administration regarding interim final rule on the Waiver of Recovery of Certain Overpayment Debts Accruing During the COVID-19 Pandemic Period. S. 4180, Protecting Benefits for Retirees Act / H.R. 7499, Social Security COVID Correction and Equity Act. H.R. 8598, Emergency Social Security COLA for 2021 Act. No bill number, Statement for the record in Senate Finance Committee hearing on Investigating Challenges to American Retirement Security. H.R. 7830, Fairness for Seniors and People with Disabilities During COVID-19 Act. No bill number. Discussed potential legislation to require the Social Security Administration to send letters to beneficiaries whenever a substantive change to the program is made by Congress. No bill number. Discussed delivery of retirement disclosures by electronic and paper methods. H.R.8696, Securing a Strong Retirement Act of 2020. No bill number. Discussed State-facilitated retirement savings programs for private sector workers. No bill number. Discussed part-time worker, independent contractor, contingent worker, personal/individual and portable retirement plan issues. No bill number. Discussed fiduciary responsibility issues. No bill number. Discussed student loan and retirement saving issues for lower wage workers, including the SAVER tax credit. No bill number. Discussed retirement plan data collection, retention, dissemination and cybersecurity 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 Individual Retirement Account (IRA) and Required Minimum Distribution (RMD) 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 improve retirement savings spend down after retirement. No bill number. Submitted a Statement for the Record to the US Senate Committee on Finance on Challenges to Retirement.

Client expense: $2,400,000 · Firm income: Not reported

Government targets: Administration for Children & Families (ACF), Agriculture, Dept of (USDA), Centers For Disease Control & Prevention (CDC), Centers For Medicare and Medicaid Services (CMS), Consumer Financial Protection Bureau (CFPB), Corporation for Natl & Community Service, Defense, Dept of (DOD), Federal Communications Commission (FCC), Food & Drug Administration (FDA), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Housing & Urban Development, Dept of (HUD), Indian Health Service, Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Institutes of Health (NIH), Natl Transportation Safety Board (NTSB), Office of Management & Budget (OMB), Office of Personnel Management (OPM), Office of the Comptroller of the Currency (OCC), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Social Security Administration (SSA), Transportation, Dept of (DOT), Treasury, Dept of, Veterans Affairs, Dept of (VA), White House Office

H.R. 397, Rehabilitation for Multiemployer Pensions Act. S. 1431, Retirement Security & Savings Act. S. 2254, Butch Lewis Act. S. 4192/H.R. 7439, Retirement Savings Lost and Found Act. No bill number. Discussed financial exploitation. No bill number. Discussed Grassley-Alexander multi-employer pensions draft legislation. No bill number. Discussed federal tax on financial transactions. No bill number. Discussed suggestions on executive actions, rules for 117th Congress.

Client expense: $2,400,000 · Firm income: Not reported

Government targets: Administration for Children & Families (ACF), Agriculture, Dept of (USDA), Centers For Disease Control & Prevention (CDC), Centers For Medicare and Medicaid Services (CMS), Consumer Financial Protection Bureau (CFPB), Corporation for Natl & Community Service, Defense, Dept of (DOD), Federal Communications Commission (FCC), Food & Drug Administration (FDA), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Housing & Urban Development, Dept of (HUD), Indian Health Service, Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Institutes of Health (NIH), Natl Transportation Safety Board (NTSB), Office of Management & Budget (OMB), Office of Personnel Management (OPM), Office of the Comptroller of the Currency (OCC), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Social Security Administration (SSA), Transportation, Dept of (DOT), Treasury, Dept of, Veterans Affairs, Dept of (VA), White House Office

Proposals relating to multiemployer pension plans, including provisions contained in H.R. 6800 (the HEROES Act) and proposals offered in connection with H.R. 748 (the CARES Act); the Multiemployer Pension Recapitalization and Reform Plan; H.R. 397, and the Rehabilitation for Multiemployer Pensions Act.

Client expense: $249,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE, U.S. Trade Representative (USTR)

Multi-Employer Pensions Reform Proposals HR 397, Rehabilitation for Multi-Employer Pensions Act

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Multi-Employer Pension Reform Proposals including those in COVID relief packages HR 397, Rehabilitation for Multi-Employer Pensions Act

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 397, Rehabilitation for Multiemployer Pensions Act H.R. 748/S.3548, Coronavirus Aid, Relief, and Economic Security (CARES) Act H.R. 1007/S. 972, Retirement Enhancement and Savings Act of 2019 H.R. 1865, Further Consolidated Appropriations Act, 2020 H.R. 1994, Setting Every Community Up for Retirement Enhancement Act of 2019 H.R. 4035, Pension and Budget Integrity Act of 2019 H.R. 6074, Coronavirus Preparedness and Response Supplemental Appropriations Act, 2020 H.R. 6201, Families First Coronavirus Response Act H.R. 6800, Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act H.R. 7617, Defense, Commerce, Justice, Science, Energy and Water Development, Financial Services and General Government, Labor, Health and Human Services, Education, Transportation, Housing, and Urban Development Appropriations Act, 2021 Potential legislation similar to H.R. 4523, Automatic Retirement Plan Act of 2017 Potential legislation similar to H.R. 4610/S. 3785, Receiving Electronic Statements To Improve Retiree Earnings Act (115th Congress) Potential legislation similar to H.R. 4997, Giving Retirement Options to Workers GROW Act of 2018 Various issues relating to multiemployer pension plan; multiemployer pension recapitalization and reform plan (MPRRP); single employer defined contribution plans and defined benefit plans; e-delivery of retirement plan disclosures and notices; single employer pension plans; single employer pension plans and the COVID-19 pandemic; multiemployer pension plans and the COVID-19 pandemic; Public Comment to Social Security Administration (SSA) on the SSAs draft user agreement (and related documents) for participants in the SSAs electronic consent based social security number verification service; Public Comment to the U.S. Department of Labor on prohibited transactions involving pooled employer plans under the Setting Every Community Up for Retirement Enhancement (SECURE) Act (P.L. 116-94, Div. O) and other multiple employer plans; Public Comment to the U.S. Department of Labor on financial factors in selecting plan investments; Public Comment to the U.S. Department of Labor on Application No. D-12011, Improving Investment Advice for Workers and Retirees; Public Comment to IRS on Notice 2020-42, remote notarization; Issues related to plan contribution due date under Section 3609 of the CARES Act (P.L. 116-136); COVID-19 and retirement plans; fiduciary investment duties and fiduciary status; pooled employer plans; implementation of the CARES Act, (P.L. 116-136), including provisions related to section 3608

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

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

Legislative Coronavirus COVID-19 Pandemic Response - employer-sponsored retirement and other benefit plans (defined benefit and defined contribution plans) Coronavirus Preparedness and Response Supplemental Appropriations Act - H.R. 6074 (Public Law 116-123) Families First Coronavirus Response Act - H.R. 6201 (Public Law 116-127) Coronavirus Aid, Relief, and Economic Security Act (CARES) Act - H.R. 748 (Public Law 116-136) Retirement Security Act of 2019 - S. 321 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Enhancement and Savings Act of 2019 - S. 972 Womens Retirement Protection Act - S.975/H.R. 2005 Family Savings Act of 2019 - H.R. 1084 Providing Retirement Security to Workers in Small Businesses, Cooperatives and Service Organizations Act - H.R. 1993 Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 - H.R. 1994 Further Consolidated Appropriations Act, 2020 - H.R 1865 & H.R. 1158 - SECURE Act - H.R. 1994 Retirement Parity for Student Loans Act - S. 1428/H.R. 6276 Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act - H.R. 6800 The Heroes Act - revised pandemic relief and economic stimulus package (House Democratic Leadership) The Retirement Security & Savings Act - S. 1431 Wall Street Tax Act of 2019 - H.R. 1516/S. 647 Inclusive Prosperity Act of 2019 - S. 1587/H.R. 2923 Encouraging Americans to Save Act - S. 5035 Chris Allen Multiemployer Pension Recapitalization and Reform Act of 2020 - S. 5045 The Improving Access to Retirement Savings Act - S. 5064 Pension and Budget Integrity Act (PBIA) - H.R. 4035 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Plan Modernization Act - H.R. 5676 Information Needed for Financial Options Risk Mitigation (INFORM) Act - S. 3417 Retirement Lost and Found Act - a bill to increase portability of and access to retirement savings - S. 4192 Securing a Strong America - H.R. 8696 Retirees Sustainable Investment Policies Act - H.R. 8959 Sustainable Investment Policies Act of 2020 - H.R. 8960 Automatic 401 (k) Act Cybersecurity Defined benefit pension plan funding rules Environmental, Social and Governance (ESG) principals in investing Financial wellness Form 5500 reporting - state required plan exemptions and Professional Employer Organizations (PEOs) Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Regulatory and Others Coronavirus COVID-19 Pandemic Response - including proposed and issued CARES and SECURE Acts guidance affecting employer-sponsored retirement and other benefit plans (defined benefit and defined contribution plans) Presidential Memorandum - protecting the pensions of American workers and calling for a review of the Pension Benefit Guaranty Corporations (PBGC) financial position. Executive Order on Regulatory Relief to Support Economic Recovery Executive Order on Promoting Energy Infrastructure and Economic Growth Executive Order on Strengthening Retirement Security in America Department of the Treasury (Treasury) and Internal Revenue Service (IRS) - Remote notarization Department of Labor (DOL), Employee Benefits Services Administration (EBSA) -Final rule amending the DOLs investment duties regulation - regarding ESG investments in retirement plans DOL - Interim Final Rule on Lifetime Income Illustration Requirements DOL/EBSA - final rule on proxy voting and shareholder rights DOL/Treasury/IRS -Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments on registration requirements DOL/Treasury/IRS - comments on need for service crediting guidance for PEPs DOL - Default Electronic Disclosure by Employee Pension Benefits Plans - Final Rule DOL - New Investment Advice Fiduciary Rules and related Prohibited Transaction Exemption Presidential Memorandum on Deferring Payroll Tax Obligations in Light of the Ongoing COVID-19 Disaster Presidential Memorandum on Continued Student Loan Payment Relief During the COVID-19 Pandemic SEC Best Interest Final Rule - clarification of regular rate of pay application to benefits Cybersecurity Defined Benefit Plan Pension funding & stabilization reform - single employer plans Emergency savings Executive compensation ERISA pleading standards ERISA Uniformity Excise tax on private foundations Form 5500 Reporting IRS - Relief - Amended determination letter requests for statutory hybrid plans Missing Participants - Guidance on escheatment of missing participant retirement accounts Mortality Tables - Improvements Multiemployer pension plan issues Non-discrimination issues affecting defined benefit plans - Additional Temporary Nondiscrimination Relief for Closed Defined Benefit Plans Paid leave proposals and issues PBGC funding delay guidance - revisions to VRP guidance State retirement plan initiatives Plan administration - certification of hardship withdrawals and determination letter program Required minimum distribution (RMD) rules Student loan repayment benefit PBGC/IRS - withholding issue for terminating plans

Client expense: $253,639 · Firm income: Not reported

Government targets: Centers For Medicare and Medicaid Services (CMS), Equal Employment Opportunity Commission (EEOC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Office of Management & Budget (OMB), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office

H.R. 397, The Rehabilitation for Multiemployer Pensions Act

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

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) 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

1. Proposals to change the Social Security annual Cost of Living Adjustment formula 2. Proposals to raise the Social Security normal retirement age 3. Proposals to "means test" Social Security benefits 4. Beneficiary information available through Social Security Administration field offices 5. Status of the Social Security Disability Insurance Trust Fund 6. Closing of Social Security Administration field offices 7. Implementation of the Multiemployer Pension Reform Act of 2014 8. Status of Social Security Disability claims backlog 9. U.S. House and Senate Expand Social Security Caucuses 10. Social Security Administration online COLA notifications 11. Proposals for loan guarantees for multi-employer pension plans 12. Proposals for multiple employer retirement accounts 13. H.R. 860, Social Security Act 2100, entire bill 14. H.R. 1540, Protecting Our Widows and Widowers in Retirement (POWR) Act, entire bill 15. H.R. 1170, Social Security Expansion Act, entire bill 16. S. 478, Social Security Expansion Act, entire bill 17. Nominations for Social Security Public Trustees 18. H.R. 397, Rehabilitation for Multiemployer Pensions Act, entire bill 19. H.R. 2654, Strengthening Social Security Act of 2019, entire bill 20. H.R. 4540, Public Servants Protection and Fairness Act, entire bill 21. Social Security Administration field office hours opening and closing 22. Electronic disclosure and notification of pension plan information 23. S. 2254, Butch Lewis Act of 2019, entire bill 24. H.R. 5306, Know Your Social Security Act, entire bill 25. S. 2989, Know Your Social Security Act, entire bill 26. H.R. 6356, Emergency Social Security Benefits Improvement Act, entire bill 27. Social Security Administration policy on benefits overpayments 28. H.R. 8171, Save our Social Security Now Act, entire bill 29. H.R. 141, Social Security Fairness Act of 2019, entire bill 30. U.S. Department of Labor proposed final fiduciary rule, June 29, 2020, entire rule 31. H.R. 8598,Emergency Social Security COLA for 2021 Act, entire bill 32. H.R. 8171, Save Our Social Security Now Act, entire bill 33. S. 269, Social Security 2100 Act, entire bill 34. H.R. 4386, Stop the Wait Act, entire bill 35. S. 2496, Stop the Wait Act, entire bill

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

Government targets: Centers For Medicare and Medicaid Services (CMS), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), Pension & Welfare Benefits Administration, Pension Benefit Guaranty Corporation (PBGC), SENATE, Social Security Administration (SSA)

Support for H.R. 397/S. 2254, the Butch Lewis Act; Multi-employer pension reform, generally; Support for Emergency Pension Plan Relief Act within H.R. 6800, Health and Economic Recovery Omnibus Emergency Solutions Act or the HEROES Act; opposition to Giving Retirement Options to Workers Act within H.R. 6800, Health and Economic Recovery Omnibus Emergency Solutions Act or the HEROES Act

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Met with House and Senate staff regarding pension issues such as Rehabilitation for Multiemployer Pensions Act (HR 397).

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Issues related to multiemployer pension reform. H.R. 397, the Rehabilitation for Multiemployer Pensions Act. H.R. 6800, the HEROES Act.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 397, The Rehabilitation for Multiemployer Pensions Act

Client expense: Not reported · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

General transportation matters, including weight and length variances; H.R. 397, Rehabilitation for Multiemployer Pension Act S. 833, Pension Accountability Act; S. 1011, To Amend the Internal Revenue Code of 1986 and Employee Retirement Income Security Act of 1974 to Modify the Requirements for Multiple Employer Plans. H.R. 2 Moving Forward Act.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Proposals relating to multiemployer pension plans, including proposals offered in connection with H.R. 748 (the CARES Act); the Multiemployer Pension Recapitalization and Reform Plan, H.R. 397; the Rehabilitation for Multiemployer Pensions Act; and related proposals. Proposals to reauthorize the surface transportation program,including the Moving Forward Act,H.R.2. Regulation of the development and testing of autonomous vehicles. Proposals to eliminate the Federal Excise Tax on new trucks, tractors and trailers, including the Modern, Clean, and Safe Trucks Act, H.R. 2381 and S. 1839 Truck rental security issues, including the Darren Drake Act, H.R. 4942.

Client expense: $115,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

HCONRES 36, "Supporting efforts to enact a bold jobs and infrastructure package that benefits all Americans, not just billionaires.", all provisions. HR 1, "For the People Act of 2019", all provisions. HR 2, "Moving Forward Act", all provisions. HR 779, "Tribal Labor Sovereignty Act of 2019", all provisions. HR 935, "Miners Pension Protection Act", all provisions. HR 397, "Rehabilitation for Multiemployer Pensions Act of 2019", all provisions. HR 1129, "Union Transparency and Accountability Act", all provisions. HR 1133, "VA Employee Fairness Act of 2019", all provisions. HR 1140, "Rights for Transportation Security Officers Act of 2020", all provisions. HR 1154, "Public Safety Employer-Employee Cooperation Act", all provisions. HR 1316, "Federal Labor-Management Partnership Act of 2019", all provisions. HR 1319, "Davis-Bacon Repeal Act", all provisions. HR 1417, "Water Affordability, Transparency, Equity, and Reliability Act of 2019", all provisions. HR 1612, "To ensure election security, enhance Americans' access to the ballot box, reduce the influence of big money in politics through transparency, establish accountability and integrity measures for Congress, and strengthen ethics rules for public servants, a, all provisions. HR 1775, "Notice to Airmen Improvement Act of 2019", all provisions. HR 1855, "Employee Rights Act", all provisions. HR 2103, "Tax Fairness for Workers Act", all provisions. HR 2190, "Department of Labor Accountability Act of 2019", all provisions. HR 2259, "Truth in Employment Act of 2019", all provisions. HR 2317, "Peter J. McGuire Labor Day Landmark Act", all provisions. HR 2474, "Protecting the Right to Organize Act of 2019", all provisions. HR 2571, "National Right-to-Work Act", all provisions. HR 2741, "Leading Infrastructure for Tomorrows America Act", all provisions. HR 2977, "DISCLOSE Act of 2019", all provisions. HR 2992, "RAISE Act", all provisions. HR 3068, "Offshore Wind Jobs and Opportunity Act", all provisions. HR 3091, "National Flood Research and Education Center Act", all provisions. HR 3315, "Universal Child Care and Early Learning Act", all provisions. HR 3368, "Apprenticeship and Jobs Training Act of 2019", all provisions. HR 3463, "Public Service Freedom to Negotiate Act of 2019", all provisions. HR 4090, "Do Your Job Act of 2019", all provisions. HR 4101, "Build Local, Hire Local Act", all provisions. HR 4256, "Freedom From Union Violence Act of 2019", all provisions. HR 5004, "Schedules That Work Act", all provisions. HR 5073, "A Just Society: The Uplift Our Workers Act", all provisions. HR 5104, "Respect Graduate Student Workers Act", all provisions. HR 5143, "OPEN Act", all provisions. HR 5147, "Worker's Choice Act of 2019", all provisions. HR 5185, "Green New Deal for Public Housing Act", all provisions. HR 5712, "Nationwide Right to Unionize Act", all provisions. S 27, "American Miners Act of 2019", all provisions. S 219, "Corporate Freeloader Fee Act", all provisions. S 226, "Tribal Labor Sovereignty Act of 2019", all provisions. S 462, "Department of Veterans Affairs Employee Fairness Act of 2019", all provisions. S 525, "National Right-to-Work Act", all provisions. S 530, "Federal Labor-Management Partnership Act of 2019", all provisions. S 664, "Protecting Workers Freedom to Organize Act", all provisions. S 671, "Miners Pension Protection Act", all provisions. S 735, "Sunlight for Unaccountable Non-profits (SUN) Act", all provisions. S 1026, "Tax Fairness for Workers Act", all provisions. S 1147, "DISCLOSE Act of 2019", all provisions. S 1306, "Protecting the Right to Organize Act of 2019", all provisions. S 1356, "Honest Ads Act", all provisions. S 1394, "Public Safety Employer-Employee Cooperation Act", all provisions. S 1633, "RAISE Act", all provisions. S 1769, "Offshore Wind Jobs and Opportunity Act", all provisions. S 1878, "Universal Child Care and Early Learning Act", all provisions. S 1970, "Public Service Freedom to Negotiate Act of 2019", all provisions. S 2046, "Protect Health Care for Retired Public Safety Officers Act of 2019", all provisions. S 2185, "Good Jobs for 21st Century Energy Act", all provisions. S 2254, "Butch Lewis Act of 2019", all provisions. S 2302, "America's Transportation Infrastructure Act of 2019", all provisions. S 2368, "Nuclear Energy Renewal Act of 2019", all provisions. S 2404, "Build Local, Hire Local Act", all provisions. S 2524, "Financial Services and General Government Appropriations Act, 2020", all provisions. S 2709, "Protecting American Jobs Act", all provisions. S 2788, "Bipartisan American Miners Act of 2019", all provisions. S 2876, "Green New Deal for Public Housing Act", all provisions. S 3146, "A bill to ensure a fair process for negotiations of collective bargaining agreements under chapter 71 of title 5, United States Code.", all provisions. S 3219, "Respect Graduate Student Workers Act", all provisions. S 3245, "WORKER Act", all provisions. S 3255, "Nationwide Right To Unionize Act", all provisions. S 3256, "Schedules That Work Act", all provisions.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Work H.R.397, Rehabilitation for Multiemployer Pensions Act and in support of proposals to provide a loan program for certain distressed multi-employer plans; reform the MEPRA of 2014 and the funding of the Pension Benefit Guarantee Corporation (PBGC) and the funding of multi-employer pension plans generally. Work on HR 6800, the HEROS Act in support of inclusion of Butch Lewis Act or similar multiemployer pension reform legislation that would provide funding to PBGC to finance the partition of certain Multiemployer Pensions Plans and to permit the amortization by such plans of losses incurred during 2020 and 2021.

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

Government targets: Federal Communications Commission (FCC), HOUSE OF REPRESENTATIVES, Justice, Dept of (DOJ), SENATE

IRS Governmental plans compliance; IRS Normal Retirement Age regulations; IRS revenue ruling 2006-43; IRS ANPRM on definition of a governmental plan; funding of governmental plans; general pension plan reform; tax deferral of pension contributions and earnings; application of the Unrelated Business Income Tax (UBIT) to the investment earnings of state and local government retirement systems; Office of State and Local Finance public pension plan interests; infrastructure financing; Public Employee Pension Transparency Act (PEPTA); solvency of Multiemployer Plans deliberations (H.R.397); infrastructure financing; SECURE Act (H.R. 1994), its implementation and changes in the IRC to enhance retirement security; financial transaction tax issues; the Coronavirus Aid, Relief, and Economic Security Act (CARES) Act implementation and stimulus checks to retired public employees not covered by Social Security

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

Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of