Advancing Support for Working Families Act

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

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

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

Support for S. 4637, the Helping Parents During COVID Act; Support for H.R. 5296/S. 2976, the Advancing Support for Working Families Act; and support for DOJ enforcement of obscenity statutes, such as 18 U.S.C. 1460-1470.

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

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

General education around paid family, medical and sick leave issues; H.R.1185 and S.463, the Family and Medical Insurance Leave Act; S.1174 and H.R.1534, Federal Employee Paid Leave Act; S.2976 and H.R. 5296, Advancing Support for Working Families Act; P.L. 116-123, Coronavirus Preparedness and Response Supplemental Appropriations Act, 2020; P.L. 116-127, Families First Coronavirus Response Act; P.L. 116-136,Coronavirus Aid, Relief, and Economic Security Act; H.R.6150 and S.3415, Paid Sick Days for Public Health Emergencies and Personal and Family Care Act; S.3513, Providing Americans Insured Days of Leave Act of 2020; P.L. 116-139, the Paycheck Protection Program and Health Care Enhancement Act; S.4049/H.R.6395, National Defense Authorization Act for Fiscal Year 2021; H.R.6800, The Heroes Act; H.R.8337,Continuing Appropriations Act, 2021 and Other Extensions Act; S.4775, Delivering Immediate Relief to America's Families, Schools and Small Businesses Act; H.R. 8406, the Heroes Act; Senate Amendment 2652 related to COVID-19 relief; P.L. 116-159, the Continuing Appropriations Act, 2021 and Other Extensions Act; and P.L.116-260, Consolidated Appropriations Act, 2021.

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

Proposals to advance paid leave, including S.2976/H.R. 5296, Advancing Support for Working Families Act; S.463/H.R.1185, The FAMILY Act; S.920, New Parents Act of 2019; S.1043, Working Families Flexibility Act; and the CRADLE Act. Issues related to the federal response to the COVID-19 pandemic and impact to the extension of employee benefits. Issues related to H.R. 133, Consolidated Appropriations Act for Fiscal Year 2021, including paid leave.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

-S.1431, Retirement Security and Savings Act - To amend the Internal Revenue Code of 1986 to encourage retirement and family savings, and for other purposes. (Portman/Cardin II) -H.R. 860, the Social Security 2100 Act - To protect our Social Security system and improve benefits for current and future generations. -H.R. 1043, S. 460, the Employer Participation in Repayment Act - This bill expands the tax exclusion for employer-provided educational assistance to include payments of qualified education loans by an employer to either an employee or a lender. -H.R. 4610 (2017), RETIRE Act - authorize the electronic delivery of pension plan documents required to be furnished to a plan participant, beneficiary, or other individual. -H.R.1043; S. 460, Participation in Repayment Act of 2019, Student Debt repayments through employer contributions -H.R.7203 (2018), Long-Term Care Account Act - allows tax-exempt long-term care accounts that are funded using a taxpayer's gains from the sale or assignment of a life insurance contract. S. 1019, Strengthening Financial Security Through Short-Term Savings Act - allow employers to automatically enroll their workers into emergency savings accounts (ESAs) in addition to retirement accounts. S. 1018, Refund to Rainy Day Savings Act -allow individuals to defer receipt of 20 percent of their tax refund for 180 days, at which time the deferred amount is paid with interest. H.R. 2120, S. 1053, Saving for the Future Act - require employers with 10 or more employees to contribute 50 cents for every hour worked by an employee (including part-time employees) to a savings account. S. 354/H.R. 982, A bill to avoid duplicative annual reporting under the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974, and for other purposes H.R. 3078, Expanding Access to Retirement Savings for Caregivers Act - To amend the Internal Revenue Code of 1986 to reduce the age for making catch-up contributions to retirement accounts to take into account time out of the workforce to provide dependent care services. H.R. 1907, Retirement Security for American Workers Act - To amend the Internal Revenue Code of 1986 to modify the qualification requirements with respect to certain multiple employer plans with pooled plan providers, and for other purposes. H. Res. 328, Supporting the protection of elders through financial literacy - expresses the understanding that continued education and cooperation among law enforcement, financial institutions, regulatory agencies, and private sector organizations are necessary to combat elder financial exploitation. S. 975/H.R. 2005, Women's Retirement Protection Act - To amend the Employee Retirement Income Security Act of 1974 to provide for greater spousal protection under defined contribution plans Issue: SEC/DOL Best Interest Standard of Care H.R. 1865, the Further Consolidated Appropriations Act of 2020 - government funding package including certain retirement security changes. Add: S. 2962, the Higher Education Loan Payment and Enhanced Retirement (HELPER) Act -- individuals to take up to $5,250 from their 401(k) or IRA each year to help pay for college or pay down student loan debt HR 5991, S. 3358, Part-Time Worker Bill of Rights Act -- ERISA to give part-time workers who have worked at least 500 hours for two consecutive years access to retirement plans if they are offered by their employers to full-time workers. H.R. 5306, the Know Your Social Security Act--require the Social Security Administration to mail annual earnings statements to everyone who pays into the program. HR 5726, Senior Housing IRA Act of 2020 -- amends capital gains treatment from the sale or exchange of a principal residence qualified individuals so long as money is used for retirement. HR 5296, S. 2976, Advancing Support for Working Families Act - Paid family leave to allow advance of child tax credits for birth/adoption S. 3341, CEO and Worker Pension Fairness Act - to make NQDC plans taxable when they vest. H.R. 5958, Senior Health Planning Account Act -allow seniors to use life settlement proceeds, tax-free, to pay for health care costs via Senior Heath Planning Accounts HR 6257, Public Service Retirement Fairness Act - permit 403(b) plans to invest in collective investment trusts (CITs) DRAFT, HR __, to allow ETFs within variable insurance products. HR 6276 Retirement Parity for Student Loans Act 2020- permit retirement plans to make matching contributions to workers as if their student loan payments were retirement contributions H.R. 6562, Securing Additional Value for Every Retirement Saver (SAVERS) Act - temporarily raises contribution limits on tax-preferred retirement savings plans and individual retirement accounts. H.R. 6994, S. 3795, Registration for Index Linked Annuities (RILA) Act - directs SEC to devise a new filing form for registered index-linked annuities (RILAs) H.R. 6732, To direct the Secretary of the Treasury to modify certain regulations relating to insurance-dedicated exchange-traded funds - to allow ETFs in variable insurance products DRAFT, Emergency Savings Account Act - establish short term emergency savings account similar to short term savings account idea similar to S. 1018 (Young, Cotton, Jones, Booker) S 4173Military Spouses Retirement Security - improve retirement security for military families S 4192Retirement Savings Lost and Found Act - to coordinate lost retirement plans HR 7668 Financial Services and General Government Appropriations Act, 2021- FSGG appropriations S.2524 Financial Services and General Government Appropriations Act, 2020 - Senate FSGG appropriations S 4297 Addressing Missed-savings Opportunities for Retirement due to an Epidemic Act (AMORE Act) - to make additional retirement contributions to such plans for any taxable year beginning in 2021 or 2022 S 4323TRUST Act - special committee to make Social Security trust fund reconditions HR 8083 Preserving Employee Retirement Savings Act of 2020 - tax credit to encourage business to continue matching retirement contributions S 5064 Improving Access to Retirement Savings Act-- A bill to amend the Internal Revenue Code of 1986 to increase retirement savings, to improve retirement plan administration, and for other purposes. S 5035Encouraging Americans to Save Act -- To amend the Internal Revenue Code of 1986 to provide matching payments for retirement savings contributions by certain individuals. HR 8990 Lifetime Income for Employees Act -- To amend the Employee Retirement Income Security Act of 1974 to permit default investment arrangements in annuities, and for other purposes. HR 8695 Protecting Retirement Savers and Everyday Investors Act -- To impose a limitation on taxation and fees on transactions by certain securities industry participants, and for other purposes. HR 8696 Securing a Strong Retirement Act -- To increase retirement savings, simplify and clarify retirement plan rules, and for other purposes. S 4820Long-term Care Affordability Act-- allows the use of tax-exempt retirement plan distributions to pay for long-term health care insurance HR 8606 Savings for All Vocations Enhancement (SAVE) Act -- To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes, and for other purposes. HR 895p Retirees Sustainable Investment Policies Act -- o amend the Employee Retirement Income Security Act of 1974 to require retirement plans to establish Sustainable Investment Policies. HR 8960 Sustainable Investment Policies Act -- amend the Investment Advisers Act of 1940 to require large asset managers to establish Sustainable Investment Policies. DRAFT Auto(k) Retirement Plan Act -- To amend the Internal Revenue Code of 1986 to expand retirement plan coverage, increase retirement security, and for other purposes

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

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

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

Support for S. 4637, the Helping Parents During COVID Act; Support for H.R. 5296/S. 2976, the Advancing Support for Working Families Act; and support for DOJ enforcement of obscenity statutes, such as 18 U.S.C. 1460-1470.

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

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

General education around paid family, medical and sick leave issues; H.R.1185 and S.463, the Family and Medical Insurance Leave Act; S.1174 and H.R.1534, Federal Employee Paid Leave Act; S.2976 and H.R. 5296, Advancing Support for Working Families Act; P.L. 116-123, Coronavirus Preparedness and Response Supplemental Appropriations Act, 2020; P.L. 116-127, Families First Coronavirus Response Act; P.L. 116-136, Coronavirus Aid, Relief, and Economic Security (CARES) Act; H.R.6150 and S.3415, Paid Sick Days for Public Health Emergencies and Personal and Family Care Act; S.3513, Providing Americans Insured Days of Leave Act of 2020; P.L. 116-139, the Paycheck Protection Program and Health Care Enhancement Act; S.4049/H.R.6395, National Defense Authorization Act for Fiscal Year 2021; H.R.6800, The Heroes Act; H.R.8337, Continuing Appropriations Act, 2021 and Other Extensions Act; S.4775, Delivering Immediate Relief to America's Families, Schools and Small Businesses Act.

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

-S.1431, Retirement Security and Savings Act - To amend the Internal Revenue Code of 1986 to encourage retirement and family savings, and for other purposes. (Portman/Cardin II) -H.R. 860, the Social Security 2100 Act - To protect our Social Security system and improve benefits for current and future generations. -H.R. 1043, S. 460, the Employer Participation in Repayment Act - This bill expands the tax exclusion for employer-provided educational assistance to include payments of qualified education loans by an employer to either an employee or a lender. -H.R. 4610 (2017), RETIRE Act - authorize the electronic delivery of pension plan documents required to be furnished to a plan participant, beneficiary, or other individual. -H.R.1043; S. 460, Participation in Repayment Act of 2019, Student Debt repayments through employer contributions -H.R.7203 (2018), Long-Term Care Account Act - allows tax-exempt long-term care accounts that are funded using a taxpayer's gains from the sale or assignment of a life insurance contract. S. 1019, Strengthening Financial Security Through Short-Term Savings Act - allow employers to automatically enroll their workers into emergency savings accounts (ESAs) in addition to retirement accounts. S. 1018, Refund to Rainy Day Savings Act -allow individuals to defer receipt of 20 percent of their tax refund for 180 days, at which time the deferred amount is paid with interest. H.R. 2120, S. 1053, Saving for the Future Act - require employers with 10 or more employees to contribute 50 cents for every hour worked by an employee (including part-time employees) to a savings account. S. 354/H.R. 982, A bill to avoid duplicative annual reporting under the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974, and for other purposes H.R. 3078, Expanding Access to Retirement Savings for Caregivers Act - To amend the Internal Revenue Code of 1986 to reduce the age for making catch-up contributions to retirement accounts to take into account time out of the workforce to provide dependent care services. H.R. 1907, Retirement Security for American Workers Act - To amend the Internal Revenue Code of 1986 to modify the qualification requirements with respect to certain multiple employer plans with pooled plan providers, and for other purposes. H. Res. 328, Supporting the protection of elders through financial literacy - expresses the understanding that continued education and cooperation among law enforcement, financial institutions, regulatory agencies, and private sector organizations are necessary to combat elder financial exploitation. S. 975/H.R. 2005, Women's Retirement Protection Act - To amend the Employee Retirement Income Security Act of 1974 to provide for greater spousal protection under defined contribution plans Issue: SEC/DOL Best Interest Standard of Care H.R. 1865, the Further Consolidated Appropriations Act of 2020 - government funding package including certain retirement security changes. Add: S. 2962, the Higher Education Loan Payment and Enhanced Retirement (HELPER) Act -- individuals to take up to $5,250 from their 401(k) or IRA each year to help pay for college or pay down student loan debt HR 5991, S. 3358, Part-Time Worker Bill of Rights Act -- ERISA to give part-time workers who have worked at least 500 hours for two consecutive years access to retirement plans if they are offered by their employers to full-time workers. H.R. 5306, the Know Your Social Security Act--require the Social Security Administration to mail annual earnings statements to everyone who pays into the program. HR 5726, Senior Housing IRA Act of 2020 -- amends capital gains treatment from the sale or exchange of a principal residence qualified individuals so long as money is used for retirement. HR 5296, S. 2976, Advancing Support for Working Families Act - Paid family leave to allow advance of child tax credits for birth/adoption S. 3341, CEO and Worker Pension Fairness Act - to make NQDC plans taxable when they vest. H.R. 5958, Senior Health Planning Account Act -allow seniors to use life settlement proceeds, tax-free, to pay for health care costs via Senior Heath Planning Accounts HR 6257, Public Service Retirement Fairness Act - permit 403(b) plans to invest in collective investment trusts (CITs) DRAFT, HR __, to allow ETFs within variable insurance products. HR 6276 Retirement Parity for Student Loans Act 2020- permit retirement plans to make matching contributions to workers as if their student loan payments were retirement contributions H.R. 6562, Securing Additional Value for Every Retirement Saver (SAVERS) Act - temporarily raises contribution limits on tax-preferred retirement savings plans and individual retirement accounts. H.R. 6994, S. 3795, Registration for Index Linked Annuities (RILA) Act - directs SEC to devise a new filing form for registered index-linked annuities (RILAs) H.R. 6732, To direct the Secretary of the Treasury to modify certain regulations relating to insurance-dedicated exchange-traded funds - to allow ETFs in variable insurance products DRAFT, Emergency Savings Account Act - establish short term emergency savings account similar to short term savings account idea similar to S. 1018 (Young, Cotton, Jones, Booker) DRAFT, SECURE Act 2.0 - to make improvements to retirement security S 4173Military Spouses Retirement Security - improve retirement security for military families S 4192Retirement Savings Lost and Found Act - to coordinate lost retirement plans HR 7668 Financial Services and General Government Appropriations Act, 2021- FSGG appropriations S.2524 Financial Services and General Government Appropriations Act, 2020 - Senate FSGG appropriations S 4297 Addressing Missed-savings Opportunities for Retirement due to an Epidemic Act (AMORE Act) - to make additional retirement contributions to such plans for any taxable year beginning in 2021 or 2022 S 4323TRUST Act - special committee to make Social Security trust fund reconditions HR 8083 Preserving Employee Retirement Savings Act of 2020 - tax credit to encourage business to continue matching retirement contributions

Proposals to advance paid leave, including S.2976/H.R. 5296, Advancing Support for Working Families Act; S.463/H.R.1185, The FAMILY Act; S.920, New Parents Act of 2019; S.1043, Working Families Flexibility Act; and the CRADLE Act. Issues related to the federal response to the COVID-19 pandemic and impact to the extension of employee benefits.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

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

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

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

National paid family and medical leave issues; H.R.1185 and S.463, the Family and Medical Insurance Leave Act; S.1174 and H.R.1534, Federal Employee Paid Leave Act; S.2976 and H.R. 5296, Advancing Support for Working Families Act; P.L. 116-123, Coronavirus Preparedness and Response Supplemental Appropriations Act, 2020; P.L. 116-127, Families First Coronavirus Response Act; P.L. 116-136, Coronavirus Aid, Relief, and Economic Security (CARES) Act; H.R.1185 and S.463 FAMILY Act; H.R.6150 and S.3415, Paid Sick Days for Public Health Emergencies and Personal and Family Care Act; S.3513, Providing Americans Insured Days of Leave Act of 2020; P.L. 116-139, the Paycheck Protection Program and Health Care Enhancement Act.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Proposals to advance paid leave, including S.2976/H.R. 5296, Advancing Support for Working Families Act; S.463/H.R.1185, The FAMILY Act; S.920, New Parents Act of 2019; S.1043, Working Families Flexibility Act; and the CRADLE Act. H.R. 748, Coronavirus Aid, Relief, and Economic Security Act (CARES Act). Issues related to H.R. 6800, The Health and Economic Recovery Omnibus Emergency Solutions Act (HEROES Act) and extension of employee benefits.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

-S.1431, Retirement Security and Savings Act - To amend the Internal Revenue Code of 1986 to encourage retirement and family savings, and for other purposes. (Portman/Cardin II) -H.R.1993, to modify the rules relating to multiple employer plans and pooled employer plans and to modify PBGC premiums for CSEC plans. -H.R. 860, the Social Security 2100 Act - To protect our Social Security system and improve benefits for current and future generations. -H.R. 1043, S. 460, the Employer Participation in Repayment Act - This bill expands the tax exclusion for employer-provided educational assistance to include payments of qualified education loans by an employer to either an employee or a lender. -H.R. 4610 (2017), RETIRE Act - authorize the electronic delivery of pension plan documents required to be furnished to a plan participant, beneficiary, or other individual. -H.R.1043; S. 460, Participation in Repayment Act of 2019, Student Debt repayments through employer contributions -H.R.7203 (2018), Long-Term Care Account Act - allows tax-exempt long-term care accounts that are funded using a taxpayer's gains from the sale or assignment of a life insurance contract. -H.R. 1516. S. 647, Wall Street Tax Act - to impose a tax on certain trading transactions S. 1019, Strengthening Financial Security Through Short-Term Savings Act - allow employers to automatically enroll their workers into emergency savings accounts (ESAs) in addition to retirement accounts. S. 1018, Refund to Rainy Day Savings Act -allow individuals to defer receipt of 20 percent of their tax refund for 180 days, at which time the deferred amount is paid with interest. H.R. 2120, S. 1053, Saving for the Future Act - require employers with 10 or more employees to contribute 50 cents for every hour worked by an employee (including part-time employees) to a savings account. H.R. 1876, Senior Security Act of 2019 - to establish an interdivisional task force at the Securities and Exchange Commission (SEC) to develop recommendations to increase protections for older investors who are most vulnerable to exploitation. S. 1435, Federal Retirement Commission Act - establish a federal commission to review private retirement benefit programs and submit a report to Congress S. 354/H.R. 982, A bill to avoid duplicative annual reporting under the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974, and for other purposes H.R. 3078, Expanding Access to Retirement Savings for Caregivers Act - To amend the Internal Revenue Code of 1986 to reduce the age for making catch-up contributions to retirement accounts to take into account time out of the workforce to provide dependent care services. H.R. 1907, Retirement Security for American Workers Act - To amend the Internal Revenue Code of 1986 to modify the qualification requirements with respect to certain multiple employer plans with pooled plan providers, and for other purposes. H. Res. 328, Supporting the protection of elders through financial literacy - expresses the understanding that continued education and cooperation among law enforcement, financial institutions, regulatory agencies, and private sector organizations are necessary to combat elder financial exploitation. S. 345, Surviving Widow(er) Income Fair Treatment (SWIFT) Act - To amend title II of the Social Security Act to increase survivors benefits for disabled widows, widowers, and surviving divorced spouses S. 975/H.R. 2005, Women's Retirement Protection Act - To amend the Employee Retirement Income Security Act of 1974 to provide for greater spousal protection under defined contribution plans Issue: SEC/DOL Best Interest Standard of Care S. ___, Daft legislation to allow retirement plan funds to pay for long-term care insurance (Toomey) H.R. 1865, the Further Consolidated Appropriations Act of 2020 - government funding package including certain retirement security changes. Add: S. 2962, the Higher Education Loan Payment and Enhanced Retirement (HELPER) Act -- individuals to take up to $5,250 from their 401(k) or IRA each year to help pay for college or pay down student loan debt HR 5991, S. 3358, Part-Time Worker Bill of Rights Act -- ERISA to give part-time workers who have worked at least 500 hours for two consecutive years access to retirement plans if they are offered by their employers to full-time workers. H.R. 5306, the Know Your Social Security Act--require the Social Security Administration to mail annual earnings statements to everyone who pays into the program. HR 5726, Senior Housing IRA Act of 2020 -- amends capital gains treatment from the sale or exchange of a principal residence qualified individuals so long as money is used for retirement. HR 5296, S. 2976, Advancing Support for Working Families Act - Paid family leave to allow advance of child tax credits for birth/adoption DRAFT: HR ___, -- retirement security legislation including Automatic Retirement Plan Act and the Retirement Plan Simplification and Enhancement Act. S. 3341, CEO and Worker Pension Fairness Act - to make NQDC plans taxable when they vest. H.R. 5958, Senior Health Planning Account Act -allow seniors to use life settlement proceeds, tax-free, to pay for health care costs via Senior Heath Planning Accounts HR 6257, Public Service Retirement Fairness Act - permit 403(b) plans to invest in collective investment trusts (CITs) DRAFT, HR __, to allow ETFs within variable insurance products. HR 6276 Retirement Parity for Student Loans Act 2020- permit retirement plans to make matching contributions to workers as if their student loan payments were retirement contributions H.R. 6562, Securing Additional Value for Every Retirement Saver (SAVERS) Act - temporarily raises contribution limits on tax-preferred retirement savings plans and individual retirement accounts. H.R. 6994, S. 3795, Registration for Index Linked Annuities (RILA) Act - directs SEC to devise a new filing form for registered index-linked annuities (RILAs) H.R. 6732, To direct the Secretary of the Treasury to modify certain regulations relating to insurance-dedicated exchange-traded funds - to allow ETFs in variable insurance products

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

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

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

Supporting children 0 - 5 years old, Temporary Assistance for Needy Families (TANF), and opioid and substance use disorder effect on young children and families. Child Care Protection Improvement Act (S. 2683) Early Care and Learning Facilities Early Head Start/ Child Care Partnerships Head Start Reform Advancing Support for Working Families Act (S. 2976 and H.R. 5296) Head Start Modernization (H.R. 62) Small Business Child Care Investment Act (S. 2549 and H.R. 5789) Retirement Parity for Working Parents Act Registered Apprenticeships (S. 3445) CCDBG Funding Unemployment Compensation CARES Act H.R. 748

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Promoting adequate income for families with infants and toddlers: Earned Income Tax Credit, Child Tax Credit, Working Families Tax Relief Act (HR 3157; Advancing Support for Working Families Act (S. 2976, H.R. 5296); Emergency Paid Sick Days and Paid Family Leave in FFCRA, PL 116-127

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

National paid family and medical leave issues; H.R.1185 and S.463, the Family and Medical Insurance Leave Act; S.1174 and H.R.1534, Federal Employee Paid Leave Act; S.2976 and H.R. 5296, Advancing Support for Working Families Act; P.L. 116-123, Coronavirus Preparedness and Response Supplemental Appropriations Act, 2020; P.L. 116-127, Families First Coronavirus Response Act; P.L. 116-136, Coronavirus Aid, Relief, and Economic Security (CARES) Act; H.R.1185 and S.463 FAMILY Act; H.R.6150 and S.3415, Paid Sick Days for Public Health Emergencies and Personal and Family Care Act; S.3513, Providing Americans Insured Days of Leave Act of 2020.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Proposals to advance paid leave, including S.2976/H.R. 5296, Advancing Support for Working Families Act; S.463/H.R.1185, The FAMILY Act; S.920, New Parents Act of 2019; S.1043, Working Families Flexibility Act; and the CRADLE Act. H.R. 748, Coronavirus Aid, Relief, and Economic Security Act (CARES Act).

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

-S.1431, Retirement Security and Savings Act - To amend the Internal Revenue Code of 1986 to encourage retirement and family savings, and for other purposes. (Portman/Cardin II) -H.R.1993, to modify the rules relating to multiple employer plans and pooled employer plans and to modify PBGC premiums for CSEC plans. -H.R. 860, the Social Security 2100 Act - To protect our Social Security system and improve benefits for current and future generations. -H.R. 1043, S. 460, the Employer Participation in Repayment Act - This bill expands the tax exclusion for employer-provided educational assistance to include payments of qualified education loans by an employer to either an employee or a lender. -H.R. 4610 (2017), RETIRE Act - authorize the electronic delivery of pension plan documents required to be furnished to a plan participant, beneficiary, or other individual. -H.R.1815, SEC Disclosure Effectiveness Testing Act - require the Securities and Exchange Commission, when developing rules and regulations about disclosures to retail investors, to conduct investor testing -H.R.1043; S. 460, Participation in Repayment Act of 2019, Student Debt repayments through employer contributions -H.R.7203 (2018), Long-Term Care Account Act - allows tax-exempt long-term care accounts that are funded using a taxpayer's gains from the sale or assignment of a life insurance contract. -H.R. 1516. S. 647, Wall Street Tax Act - to impose a tax on certain trading transactions S. 1019, Strengthening Financial Security Through Short-Term Savings Act - allow employers to automatically enroll their workers into emergency savings accounts (ESAs) in addition to retirement accounts. S. 1018, Refund to Rainy Day Savings Act -allow individuals to defer receipt of 20 percent of their tax refund for 180 days, at which time the deferred amount is paid with interest. H.R. 2120, S. 1053, Saving for the Future Act - require employers with 10 or more employees to contribute 50 cents for every hour worked by an employee (including part-time employees) to a savings account. HR 3351, Financial Services and General Government Appropriations Act -prohibit the SEC from implementing or enforcing Regulation Best Interest. H.R. 1876, Senior Security Act of 2019 - to establish an interdivisional task force at the Securities and Exchange Commission (SEC) to develop recommendations to increase protections for older investors who are most vulnerable to exploitation. S. 1435, Federal Retirement Commission Act - establish a federal commission to review private retirement benefit programs and submit a report to Congress S. 354/H.R. 982, A bill to avoid duplicative annual reporting under the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974, and for other purposes H.R. 3078, Expanding Access to Retirement Savings for Caregivers Act - To amend the Internal Revenue Code of 1986 to reduce the age for making catch-up contributions to retirement accounts to take into account time out of the workforce to provide dependent care services. H.R. 1907, Retirement Security for American Workers Act - To amend the Internal Revenue Code of 1986 to modify the qualification requirements with respect to certain multiple employer plans with pooled plan providers, and for other purposes. H. Res. 328, Supporting the protection of elders through financial literacy - expresses the understanding that continued education and cooperation among law enforcement, financial institutions, regulatory agencies, and private sector organizations are necessary to combat elder financial exploitation. S. 345, Surviving Widow(er) Income Fair Treatment (SWIFT) Act - To amend title II of the Social Security Act to increase survivors benefits for disabled widows, widowers, and surviving divorced spouses S. 975/H.R. 2005, Women's Retirement Protection Act - To amend the Employee Retirement Income Security Act of 1974 to provide for greater spousal protection under defined contribution plans Issue: SEC/DOL Best Interest Standard of Care S. ___, Daft legislation to allow retirement plan funds to pay for long-term care insurance (Toomey) H.R. 1865, the Further Consolidated Appropriations Act of 2020 - government funding package including certain retirement security changes. Add: S. 2962, the Higher Education Loan Payment and Enhanced Retirement (HELPER) Act -- individuals to take up to $5,250 from their 401(k) or IRA each year to help pay for college or pay down student loan debt HR 5991, S. 3358, Part-Time Worker Bill of Rights Act -- ERISA to give part-time workers who have worked at least 500 hours for two consecutive years access to retirement plans if they are offered by their employers to full-time workers. H.R. 5306, the Know Your Social Security Act--require the Social Security Administration to mail annual earnings statements to everyone who pays into the program. HR 5726, Senior Housing IRA Act of 2020 -- amends capital gains treatment from the sale or exchange of a principal residence qualified individuals so long as money is used for retirement. HR 5296, S. 2976, Advancing Support for Working Families Act - Paid family leave to allow advance of child tax credits for birth/adoption DRAFT: HR ___, -- retirement security legislation including Automatic Retirement Plan Act and the Retirement Plan Simplification and Enhancement Act. S. 3341, CEO and Worker Pension Fairness Act - to make NQDC plans taxable when they vest. H.R. 5958, Senior Health Planning Account Act -allow seniors to use life settlement proceeds, tax-free, to pay for health care costs via Senior Heath Planning Accounts HR 6257, Public Service Retirement Fairness Act - permit 403(b) plans to invest in collective investment trusts (CITs) DRAFT, HR __, to allow ETFs within variable insurance products.

Supporting children 0 - 5 years old, Temporary Assistance for Needy Families (TANF), and opioid and substance use disorder effect on young children and families. Child Care Protection Improvement Act (S. 1408/ H.R. 3986) Early Care and Learning Facilities Early Head Start/ Child Care Partnerships Stronger Child Abuse Prevention and Treatment Act (HR 2480) Head Start Reform Advancing Support for Working Families Act (S. 2976 and H.R. 5296)

Client expense: $460,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

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

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

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

Promoting adequate income for families with infants and toddlers: Earned Income Tax Credit, Child Tax Credit, Working Families Tax Relief Act (HR 3157; Advancing Support for Working Families Act (S. 2976, H.R. 5296)

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

HR1418 Competitive Health Insurance Reform Act of 2019 - To restore the application of the Federal antitrust laws to the business of health insurance to protect competition and consumers. S350 Competitive Health Insurance Reform Act of 2019 - To restore the application of the Federal antitrust laws to the business of health insurance to protect competition and consumers. HR1862 Federal Insurance Office Abolishment Act of 2019 - To abolish the Federal Insurance Office of the Department of the Treasury, and for other purposes. S463 Family and Medical Insurance Leave (FAMILY) Act - To provide paid family and medical leave benefits to certain individuals, and for other purposes. HR1185 Family and Medical Insurance Leave (FAMILY) Act - To provide paid family and medical leave benefits to certain individuals, and for other purposes. S920 New Parents Act - To amend title II of the Social Security Act to make available parental leave benefits to parents following the birth or adoption of a child, and for other purposes. S1586 Federal Insurance Office Abolishment Act of 2019 This bill eliminates the Federal Insurance Office (FIO) within the Department of the Treasury. The bill also removes the FIO director as a nonvoting member of the Financial Stability Oversight Council. S1628 Paid Family Leave Pilot Extension Act To amend the Internal Revenue Code of 1986 to extend the employer credit for paid family and medical leave, and for other purposes. HR4592 International Insurance Standards Act of 2019 To preserve the State-based system of insurance regulation and provide greater oversight of and transparency on international insurance standards setting processes, and for other purposes. HR4634 Terrorism Risk Insurance Program Reauthorization Act of 2019 This bill reauthorizes through 2027 the Terrorism Risk Insurance Program within the Department of the Treasury. The Government Accountability Office must report on insurance coverage of cyberterrorism. HR5296 Advancing Support for Working Families Act This bill allows individual taxpayers an election to advance up to $5,000 of the child tax credit in the year of birth or adoption of an applicable qualifying child (a child, other than an eligible foster child, who has a specified relationship to the taxpayer and meets certain age, residency, and support requirements). The bill sets forth a special rule for parents who do not qualify for the full refundable portion of the child tax credit. The advance amount for such parents is the lesser of $5,000, or 25% of their earned income amount for the taxable year. The bill requires the Government Accountability Office to report to Congress on matters relating to taxpayers who make an election to advance the child tax credit. S2976 Advancing Support for Working Families Act This bill allows individual taxpayers an election to advance up to $5,000 of the child tax credit in the year of birth or adoption of an applicable qualifying child (a child, other than an eligible foster child, who has a specified relationship to the taxpayer and meets certain age, residency, and support requirements). The bill sets forth a special rule for parents who do not qualify for the full refundable portion of the child tax credit. The advance amount for such parents is the lesser of $5,000, or 25% of their earned income amount for the taxable year. The bill requires the Government Accountability Office to report to Congress on matters relating to taxpayers who make an election to advance the child tax credit

H.R.1185 and S.463, the Family and Medical Insurance Leave Act; S.1174 and H.R.1534, Federal Employee Paid Leave Act; S.1790 and H.R.2500, National Defense Authorization Act for Fiscal Year 2020; S.2976 and H.R. 5296, Advancing Support for Working Families Act; and other issues around national paid family and medical leave.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Proposals to advance paid leave, including S.2976/H.R. 5296, Advancing Support for Working Families Act; S.463/H.R.1185, The FAMILY Act; S.920, New Parents Act of 2019; S.1043, Working Families Flexibility Act; and the CRADLE Act.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE