Senior Health Planning Account Act

HR 5958, the Senior Health Planning Account Act Wyden Tax Wealth Like Wages (mark-to-market) discussion paper (no bill introduced yet) Technical corrections to the Tax Cuts and Jobs Act (bill not introduced) Tax Extenders: H.R. 3301 (no Senate bill introduced yet) Life Insurance Product and Tax Stabilization Proposals (no bill introduced yet) COVID-19 Response Tax Proposals re 7702 and Ordinary Treatment of Bonds (no bill introduced) HR 133, the Consolidated Appropriations Act of 2021

Client expense: $909,813 · Firm income: Not reported

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

P.L. 111-375 National Alzheimer's Project Act, All Sections P.L. 115-119 Recognize, Assist, Include, Support and Engage (RAISE) Family Caregivers Act P.L. 115-406 Building Our Largest Dementia (BOLD) Infrastructure for Alzheimer's Act P.L. 116-131 Supporting Older Americans Act of 2020 S.591 Guardianship Accountability Act S.299 Geriatrics Workforce Improvement Act S.548/H.R.1342 EMPOWER Care Act H.R.1343 Protecting Married Seniors from Impoverishment Act S.740 Alzheimer's Caregiver Support Act H.R. 1955 Understanding Appropriate Alzheimer's Care Act of 2019 S.880/H.R.1873 Improving HOPE for Alzheimer's Act S.2080/H.R.647 Palliative Care and Hospice Education and Training Act S.1250/H.R.2401 American Cures Act S.1017 Supporting America's Caregivers and Families Act S.995/H.R.2035 Lifespan Respite Care Reauthorization Act of 2019 S.1126/H.R.2283 Concentrating on High-Value Alzheimer's Needs to Get to an End (CHANGE) Act of 2019 S.1361/H.R.2584 Preventive Health Savings Act of 2019 S.1628 Paid Family Leave Pilot Extension Act S.1618 Expanding Capacity for Health Outcomes (ECHO) Act of 2019 S.1202 Independence at Home Act of 2019 H.R.3644 Independence at Home Demonstration Act of 2019 H.R.3436 Improving Chronic Care Management Act H.R.3107 Improving Seniors' Timely Access to Care Act S.2469/H.R.4386 Stop the Wait Act H.R.2781 Educating Medical Professionals and Optimizing Workforce Efficiency and Readiness (EMPOWER) for Health Act of 2019 S.2521/H.R.4397 Direct CARE Opportunity Act S.2677 Older Americans and Social Isolation and Loneliness Act H.R.4859 Protecting Older Americans from Social Isolation Act of 2019 H.Res.821 to establish a permanent select Committee in Aging in the House of Representatives H.R.6379 Families First Coronavirus Response Act S.3548/H.R.748 Coronavirus Aid, Relief, and Economic Security (CARES) Act; including provisions that would impact individuals living with Alzheimer's and other dementia and their caregivers. H.R.4334 Supporting Older Americans Act of 2020 S.3544/H.R.6305 Coronavirus Relief for Seniors and People with Disabilities Act S.3768 /H.R.6972 Nursing Home COVID-19 Protection and Prevention Act of 2020 H.R.7048 Nursing Home Pandemic Protection Act S.3644/H.R.6698 Quality Care for Nursing Home Residents and Workers During COVID-19 Act H.R.6638 Reducing COVID-19 Disparities by Investing in Public Health H.R.7158 Health Enterprise Zones Act H.R.6800 Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act S.3517/H.R.6487 ACCESS Act S.3740/H.R.6951 COVID-19 Recovery for Seniors and People with Disabilities Act H.R.8169 Elder Abuse Protection Act S.4182 Emergency Support for Nursing Homes and Elder Justice Reform Act of 2020 H.R.5958 Senior Health Planning Account Act S.4184/H.R.7463 Assisted Living Facility Coronavirus Reporting Act S.4682/H.R.8511 Care Corp Demonstration Act of 2020 H.R. 2477 Beneficiary Enrollment Notification and Eligibility Simplification (BENES) Act In forthcoming COVID-19 relief packages, the Alzheimer's Association is advocating for inclusion of policies that would impact those in the Alzheimer's and dementia community including: - Improving HOPE for Alzheimer's Act (S.880/H.R.1873) - Extension of the Independence at Home demonstration model - Promoting Alzheimer's Awareness to Prevent Elder Abuse Act, including Elder Justice Initiative training for professionals through the Department of Justice - Emergency Preparedness in long-term and community-based care settings - Expanding Capacity for Health Outcomes (Project ECHO) - Project VITAL: Virtual Inclusive Technology for ALL

S.1443/H.R.2730 Credit for Caring Act S.110/H.R.2073 Medical Expense Savings Act H.R.2878 Homecare for Seniors Act H.R.6379 Families First Coronavirus Response Act S.3548/H.R.748 Coronavirus Aid, Relief, and Economic Security (CARES) Act; including provisions related to all nonprofits S.3544/H.R.6305 Coronavirus Relief for Seniors and People with Disabilities Act H.R.6408 Save the Organizations that Serve (SOS) America Act H.R.6800 Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act H.R.5958 Senior Health Planning Account Act H.R.3644 Independence at Home Demonstration Act of 2019 Issues related to strengthening charitable giving incentives including the universal charitable deduction (S. 4032/H.R. 7324) and Legacy IRA Act (S.1327/H.R. 3832) In forthcoming COVID-19 relief packages the Alzheimer's Association has advocated for policies which will impact charitable nonprofits including: - Expanded Nonprofit Access to Credit: To establish an exclusive fund to support nonprofit employers with between 500 and 10,000 employees, including loan forgiveness. - Expand Charitable Giving Incentives - Allow larger charitable nonprofits to be eligible to receive funds under the Paycheck Protection Program - Clarify that charitable nonprofits of all sizes are able to participate in the emergency Small Business Loan Program by using the tax-law definition of charitable organizations (Sec. 501(c)(3) public charities) and removing the language that excludes nonprofits that are eligible to receive Medicaid reimbursements.

Client expense: $360,000 · Firm income: Not reported

HR 5958, the Senior Health Planning Account Act Wyden Tax Wealth Like Wages (mark-to-market) discussion paper (no bill introduced yet) Technical corrections to the Tax Cuts and Jobs Act (bill not introduced) Tax Extenders: H.R. 3301 (no Senate bill introduced yet) Life Insurance Product and Tax Stabilization Proposals (no bill introduced yet) COVID-19 Response Tax Proposals re 7702 and Ordinary Treatment of Debt Instruments (no bill introduced)

Client expense: $310,000 · Firm income: Not reported

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

HR 5958, the Senior Health Planning Account Act Wyden Tax Wealth Like Wages (mark-to-market) discussion paper (no bill introduced yet) Technical corrections to the Tax Cuts and Jobs Act (bill not introduced) Tax Extenders: H.R. 3301 (no Senate bill introduced yet) Life Insurance Product and Tax Stabilization Proposals (no bill introduced yet) COVID-19 Response Tax Proposals re 7702 and Ordinary Treatment of Bonds (no bill introduced)

Client expense: $1,087,259 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

TAX - Third Quarter 2020 HR 5958, the Senior Health Planning Account Act Wyden Tax Wealth Like Wages (mark-to-market) discussion paper (no bill introduced yet) Technical corrections to the Tax Cuts and Jobs Act (bill not introduced) Tax Extenders: H.R. 3301 (no Senate bill introduced yet) Life Insurance Product and Tax Stabilization Proposals (no bill introduced yet) COVID-19 Response Tax Proposals re 7702 and Ordinary Treatment of Bonds (no bill introduced)

Client expense: $780,000 · Firm income: Not reported

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) 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

Affordable Care Act (ACA); ACA Regulations; ACA Stabilization; Health Reform; Risk Adjustment; Opioids; Individual Market Reform; Health Care Costs; Mental Health; CSRs; Transparency; Surprise billing, Transparency, Prior Authorization; All payer claims database; Negotiated rate disclosure; Medicare for All; Maternal health; Senior's health care; Community health; NBPP (Notice Benefit and Payment Parameters), COVID-19 Response/Relief Packages, Healthcare access/privacy; Risk Corridors; COBRA; Telehealth; SEPs; CDC Guidance Testing; Safe Harbor; COVID-19; Postal Reform; Single Employer Pensions; H.R.1384 - 116th Congress (2019-2020) Medicare for All Act of 2019 Sponsor: Rep. Jayapal, Pramila [D-WA-7] (Introduced 02/27/2019) H.R.2003 - 116th Congress (2019-2020) Ensuring FEHBP Coverage During Shutdowns Act Sponsor: Rep. Cummings, Elijah E. [D-MD-7] (Introduced 04/01/2019) H.R.2004 - 116th Congress (2019-2020) Ensuring FEDVIP and FLTCIP Coverage During Shutdowns Act Sponsor: Rep. Cummings, Elijah E. [D-MD-7] (Introduced 04/01/2019) S.973 - 116th Congress (2019-2020) Ensuring FEDVIP and FLTCIP Coverage During Shutdowns Act Sponsor: Sen. Smith, Tina [D-MN] (Introduced 04/01/2019) S.971 - 116th Congress (2019-2020) Ensuring FEHBP Coverage During Shutdowns Act Sponsor: Sen. Smith, Tina [D-MN] (Introduced 04/01/2019) H.R.1520 - 116th Congress (2019-2020) Purple Book Continuity Act of 2019 Sponsor: Rep. Eshoo, Anna G. [D-CA-18] (Introduced 03/05/2019) S.1895 - 116th Congress (2019-2020) Lower Health Care Costs Act Sponsor: Sen. Alexander, Lamar [R-TN] (Introduced 06/19/2019) H.R.1046 - 116th Congress (2019-2020) Medicare Negotiation and Competitive Licensing Act of 2019 Sponsor: Rep. Doggett, Lloyd [D-TX-35] H.R.3630 - 116th Congress (2019-2020) No Surprises Act Sponsor: Rep. Pallone, Frank, Jr. [D-NJ-6] H.R.3439 - 116th Congress (2019-2020) PATIENT Act Sponsor: Rep. Beyer, Donald S., Jr. [D-VA-8] H.R.3107 - 116th Congress (2019-2020) Improving Seniors' Timely Access to Care Act of 2019 Sponsor: Rep. DelBene, Suzan K. [D-WA-1] H.R.2279 - 116th Congress (2019-2020) Safe Step Act Sponsor: Rep. Ruiz, Raul [D-CA-36] S.1895 - 116th Congress (2019-2020) Lower Health Care Costs Act Sponsor: Sen. Alexander, Lamar [R-TN] S. 2546 - 116th Congress (2019-2020) Safe Step Act Sponsor: Sen. Lisa Murkowski (R-AK) S. 2004 - 116th Congress (2019-2020) Ensuring FEDVIP and FLTCIP Coverage During Shutdowns Act Sponsor: Rep. Elijah Cummings (D-MD-07) H.R. 2774 - 116th Congress (2019-2020) Primary Care Patient Protection Act of 2019 Sponsor: Rep. Brad Schneider (D-IL-10) H.R. 5826 - 116th Congress - Second Session Consumer Protections Against Surprise Medical Bills Act of 2020 Sponsor: Rep. Richard Neal(D-MA-01) S. 3548 - 116th Congress - Second Session Coronavirus Aid, Relief, and Economic Security Act Sponsor: Sen. Mitch McConnell (R-KY) H.R. 5551 - 116th Congress - Second Session Ensuring Child Health Coverage Compensation in Divorce Act of 2020 Sponsor: Del. Eleanor Holmes Norton (D-DC At-Large) H.R. 5575 - 116th Congress - Second Session Primary and Behavioral Health Care Access Act of 2020 Sponsor: Rep. Lauren Underwood (D-IL-14) H.R. 5688 - 116th Congress - Second Session Reducing Administrative Costs and Burdens in Health Care Act of 2020 Sponsor: Rep. Cindy Axne (D-IA-03) H.R. 5754 - 116th Congress - Second Session Rural ER Access Act Sponsor: Rep. Mark Green (R-TN-07) H.R. 5763 - 116th Congress - Second Session National Telehealth Strategy and Data Advancement Act Sponsor: Rep. Greg Gianforte (R-MT At-Large) H.R. 5800 - 116th Congress - Second Session Ban Surprise Billing Act Sponsor: Rep. Bobby Scott (D-VA-03) H.R. 5807 - 116th Congress - Second Session Know Your Provider Act of 2020 Sponsor: Rep. John Larson (D-CT-01) H.R. 5916 - 116th Congress - Second Session Transparent Health Care Pricing Act of 2020 Sponsor: Rep. Mike Gallagher (R-WI-08) Public Law 116-127 (H.R. 6201) - 116th Congress - Second Session First Coronavirus Response Act Sponsor: Rep. Nita Lowey (D-NY-17) H.R. 6336 - 116th Congress - Second Session To amend title XI of the Social Security Act to provide for a waiver of payment reductions under the Medicare and Medicaid programs for certain nonapproved capital expenditures undertaken by health care facilities during the COVID-19 emergency. Sponsor: Rep. Dan Bishop (R-NC-09) H.R. 6311 - 116th Congress - Second Session Care for COVID-19 Act Sponsor: Rep. Raul Ruiz (D-CA-36) H.R. 6299 - 116th Congress - Second Session Rapid Coverage of COVID-19 Vaccine Act of 2020 H.R. 5817 - 116th Congress - Second Session Fair and Honest Advance Cost Estimate for Patients Act of 2020 Sponsor: Rep. Devin Nunes (R-CA-22) H.R. 5816 - 116th Congress - Second Session Continuing Care for Patients Act of 2020 Sponsor: Rep. Gwen Moore (D-WI-04) HR. 5809 - 116th Congress - Second Session Better Information Act of 2020 Sponsor: Rep. Don Beyer (D-VA-08) H.R. 5826 -116th Congress - Second Session Consumer Protections Against Surprise Medical Bills Act of 2020 Sponsor: Rep. Richard Neal (D-MA-01) H.R. 5924 - 116th Congress - Second Session To amend the Public Health Service Act to authorize a loan repayment program to encourage specialty medicine physicians to serve in rural communities experiencing a shortage of specialty medicine physicians, and for other purposes. Sponsor: Rep. David McKinley (R-WV-01) H.R. 6004 - 116th Congress - Second Session Transparency and Accountability in Health Care Costs and Prices Act of 2020 Sponsor: Rep. Dan Lipinski (D-IL-03) H.R. 6005 - 116th Congress - Second Session Know the Price Act Sponsor: Rep. Tom Malinowski (D-NJ-07) H.R. 6132 - 116th Congress - Second Session Social Determinants for Moms Act of 2020 Sponsor: Rep. Lucy McBath (D-GA-06) H.R. 6135 - 116th Congress - Second Session No More Narrow Networks Act of 2020 Sponsor: Rep. Jan Schakowsky (D-IL-09) H.R. 6136 - 116th Congress - Second Session Protecting Consumers from Unreasonable Rates Act of 2020 Sponsor: Rep. Jan Schakowsky (D-IL-09) H.R. 6137 - 116th Congress - Second Session Innovative Maternal Payment And Coverage To Save Moms Act Sponsor: Rep. Jan Schakowsky (D-IL-09) H.R. 6138 - 116th Congress - Second Session Tech to Save Moms Act Sponsor: Rep. Eddie Bernice Johnson (D-TX-30) H.R. 6149 - 116th Congress - Second Session Medicaid Report on Expansion of Access to Coverage for Health Act Sponsor: Rep. Joe Cunningham (D-SC-01) H.R. 6151 - 116th Congress - Second Session CARING for Kids Act Sponsor: Rep. Abby Finkenauer (D-IA-01) H.R. 6173 - 116th Congress - Second Session Covering Coronavirus Test Act of 2020 Sponsor: Rep. Diana DeGette (D-CO-01) H.R. 6213 - 116th Congress - Second Session No Cost for COVID-19 Testing Act Sponsor: Rep. Frederica Wilson (D-FL-24) H.R. 6222 - 116th Congress - Second Session Ensuring Affordable COVID-19 Preventive Care Act of 2020 Sponsor: Rep. Jan Schakowsky (D-IL-09) H.R. 6232 - 116th Congress - Second Session To require the Secretary of Health and Human Services, through the National Disaster Medical System, to provide for certain laboratory reimbursement for diagnostic testing for COVID-19 in uninsured individuals. Sponsor: Rep. Tony Cardenas (D-CA-29) H.R. 6231 - 116th Congress - Second Session Ensuring Access to COVID-19 Preventive Care Act of 2020 Sponsor: Rep. Larry Bucshon (R-IN-08) H.R. 6244 - 116th Congress - Second Session To amend titles XVIII and XIX to provide for coverage at no cost sharing of COVID-19 testing under the Medicaid program and Children's Health Insurance Program. Sponsor: Rep. Robin Kelly (D-IL-02) H.R. 6263 - 116th Congress - Second Session To amend title XVIII of the Social Security Act to waive cost sharing under the Medicare program for certain visits relating to testing for COVID-19. Sponsor: Rep. John Sarbanes (D-MD-03) H.R. 6282 - 116th Congress - Second Session Commission on America's Medical Security Act Sponsor: Rep. Raul Ruiz (D-CA-36) H.R. 6283 - 116th Congress - Second Session Good Samaritan Health Professionals Act of 2020 Sponsor: Rep. Raul Ruiz (D-CA-36) H.R. 1379 - 116th Congress - First Session Ensuring Lasting Smiles Act Rep. Collin Peterson (D-MN-07) H.R. 6810 - 116th Congress - Second Session Health Care Protection Act Sponsor: Rep. Rodney Davis (R-IL-13) H.R. 6808 - 116th Congress - Second Session Health Force and Resilience Force Act of 2020 Sponsor: Rep. Jason Crow (D-CO-06) S. 3606 - 116th Congress - Second Session Health Force and Resilience Force Act of 2020 Sponsor: Sen. Kirsten Gillibrand (D-NY) H.R. 6130 - 116th Congress - Second Session Improving Awareness of Health Coverage Options Act Sponsor: Rep. Josh Harder (D-CA-10) Public Law 116-123 (H.R.6074) - 116th Congress - Second Session Coronavirus Preparedness and Response Supplemental Appropriations Act, 2020 Sponsor: Rep. Nita Lowey (D-NY-17) H.R. 6379 - 116th Congress - Second Session Take Responsibility for Workers and Families Act Sponsor: Rep. Nita Lowey (D-NY-17) H.R. 6800 - 116th Congress - Second Session HEROES Act Sponsor: Rep. Nita Lowey (D-NY-17) H.R. 6426 - 116th Congress - Second Session To direct the Secretary of Health and Human Services to establish a program under which loans shall be made to certain health care organizations to assist such organizations with anticipated revenue loss or higher operating costs as a result of the COVID-19 emergency, and for other purposes Sponsor: Rep. Max Rose (D-NY-11) H.R. 6455 - 116th Congress - Second Session National Commission Regarding the 2019 Novel Coronavirus (COVID-19) Pandemic Act Sponsor: Rep. Bennie Thompson (D-MS-02) H.R. 6409 - 116th Congress - Second Session Assistance for Businesses and Local Economies Act Sponsor: Rep. Ilhan Omar (D-MN-05) Public Law 116-139 (H.R. 266) - 116th Congress - First Session Vehicle for Covid-19 Small Business, Hospital and Testing Funds Sponsor: Rep. Betty McCollum (D-MN-04) H.R. 5566 - 116th Congress - Second Session Patient Fairness Act of 2020 Sponsor: Rep. Warren Davidson (R-OH-08) H.R. 5596 - 116th Congress - Second Session Personalized Care Act of 2020 Sponsor: Rep. Chip Roy(R-TX-21) H.R. 6338 - 116th Congress - Second Session Pandemic Healthcare Access Act Sponsor: Rep. Ted Budd (R-NC-13) H.R. 5808 - 116th Congress - Second Session Save Rural Communities Act of 2020 Sponsor: Rep. Jodey Arrington (R-TX-19) H.R. 7391 - 116th Congress - Second Session To amend title XVIII of the Social Security Act to remove certain geographic and originating site restrictions on the furnishing of telehealth services under the Medicare program. H.R. 5763 - 116th Congress - Second Session National Telehealth Strategy and Data Advancement Act Sponsor: Rep. Greg Gianforte (R-MT At-Large) H.R. 6487 - 116th Congress - Second Session Advancing Connectivity during the Coronavirus to Ensure Support for Seniors Act Sponsor: Rep. Jan Schakowsky (D-IL-09) H.R. 6514 - 116th Congress - Second Session Worker Health Coverage Protection Act Sponsor: Rep. Bobby Scott (D-VA-03) H.R. 6712 - 116th Congress - Second Session American Healthshare Plans Act of 2020 Sponsor: Rep. John Curtis(R-UT-03) H.R. 6746 - 116th Congress - Second Session To require the Secretary of Labor to establish a program for providing portable benefits to eligible workers, and for other purposes Sponsor: Rep. Suzan DelBene (D-WA-01) H.R. 6833 - 116th Congress - Second Session Utilizing and Supporting Evacuated Peace Corps Volunteers Act Sponsor: Rep. Dean Phillips (D-MN-03) H.R. 6411 - 116th Congress - Second Session Emergency Advance Refill Notification Act of 2020 Sponsor: Rep. Lucy McBath (D-GA-06) H.R. 6511 - 116th Congress - Second Session Ensuring Vaccination and Treatment Affordability Act Sponsor: Rep. Chris Pappas (D-NH-01) H.R. 6518 - 116th Congress - Second Session Stop Health Premium Spikes Act of 2020 H.R. 6561 - 116th Congress - Second Session Improving Social Determinants of Health Act of 2020 Sponsor: Rep. Nanette Barragan (D-CA-44) H.R. 6568 - 116th Congress - Second Session Coverage for COVID-19 Treatment Act of 2020 Sponsor: Rep. Lisa Blunt Rochester (D-DE At-Large) H.R. 6634 - 116th Congress - Second Session Emergency COVID Telehealth Response Act Sponsor: Rep. Cindy Axne (D-IA-03) H.R. 6638 - 116th Congress - Second Session Reducing COVID-19 Disparities by Investing in Public Health Act Cosponsor: Rep. Jahana Hayes (D-CT-05) H.R. 6644 - 116th Congress - Second Session To require group health plans and health insurance issuers offering group or individual health insurance coverage to provide coverage for services furnished via telehealth if such services would be covered if furnished in-person during the COVID-19 emergency. Sponsor: Kim Schrier (D-WA-08) H.R. 6645 - 116th Congress - Second Session To direct the Secretary of Health and Human Services, acting through the Director of the National Institute of Mental Health, to conduct or support research on the mental health consequences of SARS-CoV-2 or COVID-19, and for other purposes. H.R. 6654 - 116th Congress - Second Session Emergency COVID Telehealth Response Act Sponsor: Rep. Cindy Axne (D-IA-03) H.R. 6663 - 116th Congress - Second Session Truth in Healthcare Marketing Act of 2020 Sponsor: Rep. Larry Buschon (R-IN-08) H.R. 6742 - 116th Congress - Second Session Protecting Life in Crisis Act Sponsor: Rep. Mike Conaway (R-TX-11) H.R. 6763 - 116th Congress - Second Session COVID-19 Racial and Ethnic Disparities Task Force Act of 2020 Sponsor: Rep. Robin Kelly (D-IL-02) H.R. 6792 - 116th Congress - Second Session Improving Telehealth for Underserved Communities Act of 2020 Sponsor: Rep. Adrian Smith (R-NE-03) H.R. 6797 - 116th Congress - Second Session Children's Health Insurance Program Pandemic Enhancement and Relief Act Sponsor: Rep. Susan Wild (D-PA-07) H.R. 6866 - 116th Congress - Second Session Public Health Emergency Privacy Act Sponsor: Rep. Anna Eshoo (D-CA-18) H.R. 6906 - 116th Congress - Second Session Health Care Emergency Guarantee Act Sponsor: Pramila Jayapal (D-WA-07) H.R. 6918 - 116th Congress - Second Session Paycheck Recovery Act of 2020 Sponsor: Rep. Pramila Jayapal(D-WA-07) H.R. 6925 - 116th Congress - Second Session Medical Innovation Acceleration Act of 2020 Sponsor: Rep. Andy Biggs (R-AZ-05) H.R. 6926 - 116th Congress - Second Session Meeting IMD Needs with Direction Act Sponsor: Rep. Brendan Boyle (D-PA-02) H.R. 6930 - 116th Congress - Second Session Manufacturing API, Drugs, and Excipients in America Act of 2020 Sponsor: Rep. Buddy Carter (R-GA-01) H.R. 6971 - 116th Congress - Second Session Medical Nutrition Therapy Act of 2020 Sponsor: Rep. Eliot Engel (D-NY-16) H.R. 6999 - 116th Congress - Second Session Coronavirus Mental Health and Addiction Assistance Act of 2020 Sponsor: Rep. Tim Ryan (D-OH-13) H.R. 7017 - 116th Congress - Second Session Right to Test Act Sponsor: Rep. Patrick McHenry (R-NC-10) H.R. 7077 - 116th Congress - Second Session Community Solutions for COVID-19 Act Sponsor: Rep. Robin Kelly (D-IL-02) H.R. 7078 - 116th Congress - Second Session Evaluating Disparities and Outcomes of Telehealth During the COVID-19 Emergency Act of 2020 Sponsor: Rep. Robin Kelly (D-IL-02) H.R. 7123 - 116th Congress - Second Session Katherine's Lung Cancer Early Detection and Survival Act of 2020 Sponsor: Rep. Brendan Boyle (D-PA-02) H.R. 7158 - 116th Congress - Second Session Health Enterprise Zones Act of 2020 Sponsor: Anthony Brown (D-MD-04) H.R. 7168 - 116th Congress - Second Session Creating Capacity for Communities in Need Act Sponsor: Vicente Gonzalez (D-TX-15) H.R. 7187 - 116th Congress - Second Session Helping Ensure Access to Local TeleHealth Act of 2020 Sponsor: Rep Glenn Thompson (R-PA-15) H.R. 7190 - 116th Congress - Second Session Increasing Rural Health Access During the COVID-19 Public Health Emergency Act of 2020 Sponsor: Rep. Xochitl Torres Small (D-NM-02) H.R. 7286 - 116th Congress - Second Session Quit Because of COVID-19 Act Sponsor: Rep. Lisa Blunt Rochester (D-DE-At-Large) H.R. 5958 - 116th Congress - Second Session Official Short Title: Senior Health Planning Account Act Sponsor: Rep. Brian Higgins (D-NY-26) H.R. 6209 - 116th Congress - Second Session Reducing Unnecessary Senior Hospitalizations Act of 2020 Sponsor: Rep. Ann Kuster (D-NH-02) H.R. 6436 - 116th Congress - Second Session Police and Fire Health Care Protection Act of 2020 Sponsor: Rep. Steve Chabot (R-OH-01) H.R. 6545 - 116th Congress - Second Session Health Insurance Marketplace Affordability Act of 2020 Sponsor: Rep. Stephanie Murphy (D-FL-07) H.R. 6698 - 116th Congress - Second Session Quality Care for Nursing Home Residents and Workers During COVID-19 Act of 2020 Sponsor: Rep. Jan Schakowsky (D-IL-09) H.R. 6753 - 116th Congress - Second Session Rural Community Hospital Demonstration Extension Act of 2020 Sponsor: Rep. Abby Finkenauer (D-IA-01) H.R. 6781 - 116th Congress - Second Session Paycheck Protection Program Improved Coordination Act of 2020 Cosponsor: Rep. Chris Pappas (D-NH-01) H.R. 6824 - 116th Congress - Second Session To amend the Internal Revenue Code of 1986 to provide for the carryover of the remaining 2020 balance in health flexible spending arrangements. Sponsor: Rep. Derek Kilmer (D-WA-06) H.R. 6855 - 116th Congress - Second Session Facilitating Virtual Visitation for Nursing Home Residents Act of 2020 Sponsor: Rep. Linda Sanchez (D-CA-38) H.R. 6857 - 116th Congress - Second Session COVID-19-Only Homes Organized for Resident Treatment Act of 2020 Sponsor: Rep. Tom Suozzi (D-NY-03) H.R. 6920 - 116th Congress - Second Session Keep Employees' Earnings Protected Act of 2020 Sponsor: Rep. Ross Spano (R-FL-15) H.R. 7008 - 116th Congress - Second Session Family Savings Flexibility Act Sponsor: Rep. Brad Wenstrup (R-OH-02) H.R. 7149 - 116th Congress - Second Session To amend the Internal Revenue Code of 1986 to provide special disposition rules for unused benefits in flexible spending arrangements of individuals for calendar year 2020. Sponsor: Rep. Gary Palmer (R-AL-06) H.R. 7233 - 116th Congress - Second Session Knowing the Efficiency and Efficacy of Permanent Telehealth Options Act of 2020 Sponsor: Rep. Troy Balderson (R-OH-12) H.R. 7242 - 116th Congress - Second Session To amend the Internal Revenue Code of 1986 to permit expenditures from health savings accounts for gym memberships and costs of home gym equipment, to repeal the requirement that health plan be high deductible, and for other purposes. Sponsor: Rep. John Curtis (R-UT-03) H.R. 7267 - 116th Congress - Second Session Patients Before Profits Act of 2020 Sponsor: Rep. Katie Porter (D-CA-45) Public Law 116-136(H.R. 748) - 116th Congress - First Session Third Coronavirus Stimulus Package Sponsor: Rep. Joe Courtney (D-CT-02)

-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.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.