Improving Social Security’s Service to Victims of Identity Theft Act

Cost of Living Adjustment (COLAs) Relief. H.R. 860 and S. 269, the Social Security 2100 Act; H.R. 1170 and S. 478, the Social Security Expansion Act; H.R. 1553, the Fair COLA for Seniors Act of 2019; and H.R. 2302 and S. 1132, the Protecting and Preserving Social Security Act: Proposals to adopt the Consumer Price Index for the Elderly (CPI-E) for the purpose of determining COLAs for Social Security beneficiaries. Social Security Expansion. H.R. 860 and S. 269, the Social Security 2100 Act; H.R. 1170 and S. 478, the Social Security Expansion Act; H.R. 2302 and S. 1132, the Protecting and Preserving Social Security Act; H.R. 2654, the Strengthening Social Security Act; and H.R. 5392, the Social Security Enhancement and Protection Act of 2019: Proposals to improve benefits and to strengthen Social Security's financing by altering the payroll tax cap, among other changes. Caregiver Social Security Credits. H.R. 4126, the Social Security Caregiver Credit Act of 2019: Proposal to provide Social Security wage credits for individuals who reduce their participation in the workforce or leave the workforce to provide care to specified family members and relatives. Supplemental Security Income (SSI) Restoration. H.R. 4280 and S. 2753, the Supplemental Security Income Restoration Act of 2019: Proposal to update provisions in the SSI program to reflect inflation since 1972 and to increase the asset limit to $10,000 for an individual and $15,000 for a couple. SSI Eligibility: H.R. 6028, the Stable Benefits and Housing Assistance Act: An amendment to the Social Security Act to ensure that relocation assistance grants received by SSI beneficiaries, regardless of the funding source, are excluded from consideration when determining an individuals eligibility to SSI benefits. Social Security Government Pension Offset and Windfall Elimination Provision. H.R. 141 and S. 521, Social Security Fairness Act of 2019; H.R. 4540, the Public Servants Protection and Fairness Act: Proposals to repeal or modify the Government Pension Offset and Windfall Elimination Provision. Social Security Benefit Statement. H.R. 5306, the Know Your Social Security Act of 2019: Proposal to have the Social Security Administration resume annual distribution of benefit statements to eligible individuals. Emergency COVID-19 Payment to Social Security Beneficiaries and Others. (No bill): Proposal to provide a monthly payment to all Social Security, Veterans, and SSI beneficiaries through the end of 2021. Protecting Seniors from Garnishment. (No bill): Proposal to protect Social Security beneficiaries from having their Social Security benefits garnished to recover unpaid student loans. Disability Adjudication. (No bill): Proposal to stop the Social Security Administration from reinstituting the reconsideration step of the Social Security Disability Insurance adjudication process in the ten states where that step is not used. Eligibility for Economic Impact Payment. (No bill): Ensuring the Treasury Department made Social Security, SSI and Veterans beneficiaries automatically eligible to receive Economic Impact Payments as required by the Coronavirus Aid, Relief and Economic Security (CARES) Act (P.L. 116-136). Social Security and Supplemental Security Income Disability Benefits Adjudication. (No bill): Comments on regulatory proposals to alter the rules regarding the evaluation of medical evidence for the purpose of adjudicating claims for both Social Security and Supplemental Security Income disability benefits and to change the classification system used to determine the frequency with which beneficiaries must undergo a continuing disability review. Prohibit Payment of Social Security and Supplemental Security Insurance Benefits. (No bill): Proposal to bar payment of benefits for seniors with outstanding warrants for their arrest. Social Security Benefit Improvement. (No bill): Proposal to adjust benefit levels for individuals who have been on the Social Security benefit rolls for many years. Social Security Benefit Improvements to Help Beneficiaries During the COVID-19 Pandemic. H.R. 6356, the Emergency Social Security Benefits Act: Proposals to improve Social Security benefits, which would, take effect immediately, retroactive to January 1, 2020, and be in force until December 31, 2020. Social Security Office Closures. H.R. 2302 and S. 1132, the Protecting and Preserving Social Security Act; H.R. 2901 and S. 1616, the Maintain Access to Vital Social Security Services Act: Proposals to protect and preserve Social Securitys network of local field offices from closure or consolidation. Strengthening Beneficiaries Rights. (No bill): Various proposals relating to the protection and rights available to Social Security and Supplemental Security Income beneficiaries. Social Security Disability Insurance Waiting Periods. H.R. 4386 and S. 2496, the Stop the Wait Act: Proposal to eliminate the 36-month waiting period for Medicare coverage for disabled individuals and the 5-month waiting period for start of payment of cash benefits. Social Security Payroll Taxes. The Coronavirus Aid, Relief and Economic Security (CARES) Act (P.L. 116-136), the Families First Coronavirus Response Act (P.L. 116-127) and H.R. 6800, the Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act: Proposals to cut, eliminate and defer payment of Social Security payroll taxes. Identity Theft/Fraud. H.R. 5446, the Improving Social Securitys Service to Victims of Identity Theft Act of 2019: Proposal to require establishment of a dedicated ID fraud cadre at the SSA. Social Security Beneficiary Representative. (No bill): Would require the establishment of a beneficiary representative at SSA to advocate on behalf of Social Security beneficiaries and claimants.

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

Government targets: Administration on Aging, Centers For Medicare and Medicaid Services (CMS), Executive Office of the President (EOP), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, Social Security Administration (SSA), Treasury, Dept of

Cost of Living Adjustment (COLAs) Relief. H.R. 860 and S. 269, the Social Security 2100 Act; H.R. 1170 and S. 478, the Social Security Expansion Act; H.R. 1553, the Fair COLA for Seniors Act of 2019; and H.R. 2302 and S. 1132, the Protecting and Preserving Social Security Act: Proposals to adopt the Consumer Price Index for the Elderly (CPI-E) for the purpose of determining COLAs for Social Security beneficiaries. Social Security Expansion. H.R. 860 and S. 269, the Social Security 2100 Act; H.R. 1170 and S. 478, the Social Security Expansion Act; H.R. 2302 and S. 1132, the Protecting and Preserving Social Security Act; H.R. 2654, the Strengthening Social Security Act; and H.R. 5392, the Social Security Enhancement and Protection Act of 2019: Proposals to improve benefits and to strengthen Social Security's financing by altering the payroll tax cap, among other changes. Caregiver Social Security Credits. H.R. 4126, the Social Security Caregiver Credit Act of 2019: Proposal to provide Social Security wage credits for individuals who reduce their participation in the workforce or leave the workforce to provide care to specified family members and relatives. Supplemental Security Income (SSI) Restoration. H.R. 4280 and S. 2753, the Supplemental Security Income Restoration Act of 2019: Proposal to update provisions in the SSI program to reflect inflation since 1972 and to increase the asset limit to $10,000 for an individual and $15,000 for a couple. SSI Eligibility: H.R. 6028, the Stable Benefits and Housing Assistance Act: An amendment to the Social Security Act to ensure that relocation assistance grants received by SSI beneficiaries, regardless of the funding source, are excluded from consideration when determining an individuals eligibility to SSI benefits. Social Security Government Pension Offset and Windfall Elimination Provision. H.R. 141 and S. 521, Social Security Fairness Act of 2019; H.R. 4540, the Public Servants Protection and Fairness Act: Proposals to repeal or modify the Government Pension Offset and Windfall Elimination Provision. Social Security Benefit Statement. H.R. 5306, the Know Your Social Security Act of 2019: Proposal to have the Social Security Administration resume annual distribution of benefit statements to eligible individuals. Emergency COVID-19 Payment to Social Security Beneficiaries and Others. (No bill): Proposal to provide a monthly payment to all Social Security, Veterans, and SSI beneficiaries through the end of 2021. Protecting Seniors from Garnishment. (No bill): Proposal to protect Social Security beneficiaries from having their Social Security benefits garnished to recover unpaid student loans. Disability Adjudication. (No bill): Proposal to stop the Social Security Administration from reinstituting the reconsideration step of the Social Security Disability Insurance adjudication process in the ten states where that step is not used. Social Security and Supplemental Security Income Disability Benefits Adjudication. (No bill): Comments on regulatory proposals to alter the rules regarding the evaluation of medical evidence for the purpose of adjudicating claims for both Social Security and Supplemental Security Income disability benefits and to change the classification system used to determine the frequency with which beneficiaries must undergo a continuing disability review. Prohibit Payment of Social Security and Supplemental Security Insurance Benefits. (No bill): Proposal to bar payment of benefits for seniors with outstanding warrants for their arrest. Social Security Benefit Improvement. (No bill): Proposal to adjust benefit levels for individuals who have been on the Social Security benefit rolls for many years. Social Security Benefit Improvements to Help Beneficiaries During the COVID-19 Pandemic.: The Emergency Social Security Benefits Act (No bill number): Proposals to improve Social Security benefits, which would, take effect immediately, retroactive to January 1, 2020, and be in force until December 31, 2020. Social Security Office Closures. H.R. 2302 and S. 1132, the Protecting and Preserving Social Security Act; H.R. 2901 and S. 1616, the Maintain Access to Vital Social Security Services Act: Proposals to protect and preserve Social Securitys network of local field offices from closure or consolidation. Strengthening Beneficiaries Rights. (No bill): Various proposals relating to the protection and rights available to Social Security and Supplemental Security Income beneficiaries. Social Security Disability Insurance Waiting Periods. H.R. 4386 and S. 2496, the Stop the Wait Act: Proposal to eliminate the 36-month waiting period for Medicare coverage for disabled individuals and the 5-month waiting period for start of payment of cash benefits. Social Security Payroll Taxes. The Coronavirus Aid, Relief and Economic Security (CARES) Act (P.L. 116-136) and the Families First Coronavirus Response Act (P.L. 116-127): Proposals to cut, eliminate and defer payment of Social Security payroll taxes. Identity Theft/Fraud. H.R. 5446, the Improving Social Securitys Service to Victims of Identity Theft Act of 2019: Proposal to require establishment of a dedicated ID fraud cadre at the SSA. Social Security Beneficiary Representative. (No bill): Would require the establishment of a beneficiary representative at SSA to advocate on behalf of Social Security beneficiaries and claimants.

Client expense: $170,000 · Firm income: Not reported

Government targets: Administration on Aging, Centers For Medicare and Medicaid Services (CMS), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, Social Security Administration (SSA), Treasury, Dept of

H.R. 6201, Families First Coronavirus Response Act; H.R. 748, Coronavirus Aid, Relief, and Economic Security (CARES) Act - Discussed Medicare enrollment national open enrollment period, medical expense deduction, cost-sharing protections for commercial/private health insurance holders, telehealth access, nursing homes, virtual visitation, home and community-based services, Older Americans Act programs, Medicare home health care, and family caregiving, no-cost COVID-19 testing, equitable relief payments, retirement savings tax relief, suspensions of foreclosures and evictions, expanded unemployment benefits, paid sick and family leave, affordable broadband, and government operations, among other issues. S. 2254/H.R. 397, the Rehabilitation for Multiemployer Pensions Act. H.R. 1230, the Protecting Older Workers Against Discrimination Act (POWADA). S. 3548/H.R. 748, the Coronavirus Aid, Relief, and Economic Security Act (CARES Act). No bill number - Discussed delivery of retirement plan disclosures and notices by electronic and paper delivery methods. No bill number - Discussed private sector retirement reform issues, including establishment of a national automatic retirement system. No bill number - Discussed State facilitated retirement savings programs for private sector workers. No bill number - Discussed part-time worker, independent contractor, contingent worker and personal/individual plan retirement issues. No bill number - Discussed multi-employer pension plan issues. No bill number - Discussed student loans and retirement saving issues. 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) 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 pension portability and spend down retirement savings after retirement. SECURE Act (the Setting Every Community Up for Retirement Act) - Discussed implementation and related consumer protection issues. No bill number -- Discussed comment letter submitted to the Social Security Administration on their proposed regulations pertaining to Continuing Disability Reviews for individuals receiving disability benefits H.R. 1185/S.463, the FAMILY Act and related proposals (no bill) - Discussed paid family leave proposals, especially as they pertain to the utilization of the Social Security System and/or payroll taxes H.R. 5380, the Senior Guardianship Social Security Protection Act - Discussed legislation to provide information sharing between state courts and the Social Security Administration regarding bad state guardianship actors and the Social Security Representative Payee system. No bill number - Discussed poverty line calculation and related inflation measures. No bill number - Discussed Social Security and related scams. H.R. 5446, Improving Social Securitys Service to Victims of Identity Theft Act. H.R. 6028, the Stable SSI Benefits and Housing Assistance Act - Discussed legislation to exempt local or state-mandated relocation assistance from the income and resources calculation used to determine eligibility for SSI benefits. No bill number - Discussed issues regarding SSA operations in the wake of COVID-19 and SSAs decision to temporarily close field offices for in-person visits. No bill number - Discussed the importance of Social Security benefits in older American spending and poverty reduction. S. 1431, Retirement Security & Savings Act.

Client expense: $2,210,000 · Firm income: Not reported

Government targets: Administration for Children & Families (ACF), Centers For Disease Control & Prevention (CDC), Centers For Medicare and Medicaid Services (CMS), Consumer Financial Protection Bureau (CFPB), Corporation for Natl & Community Service, Federal Deposit Insurance Corporation (FDIC), Food & Drug Administration (FDA), 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), Labor, Dept of (DOL), Natl Institutes of Health (NIH), 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