Social Security 2100 Act

Improvements to Social Security Act Title II and Title XVI for people with disabilities Supplemental Security Income program issues, provisions dealing with persons with disabilities Social Security Disability program issues, provisions dealing with persons with disabilities Solvency of the Social Security Trust funds Social Security 2100 Act (S.269, H.R.860) to extend solvency and make benefits improvements ABLE Age Adjustment Act (H.R.1219/S.331) SSI Restoration Act ASSET Act Stop The Wait Act Stimulus payments included in the CARES Act, H.R.748

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

Government targets: Centers For Medicare and Medicaid Services (CMS), Education, Dept of, Federal Emergency Management Agency (FEMA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Housing & Urban Development, Dept of (HUD), SENATE, Transportation, Dept of (DOT)

Improvements to Social Security Act Title II and Title XVI for people with disabilities Supplemental Security Income program issues, provisions dealing with persons with disabilities Social Security Disability program issues, provisions dealing with persons with disabilities Solvency of the Social Security Trust funds Social Security 2100 Act (S.269, H.R.860) to extend solvency and make benefits improvements ABLE Age Adjustment Act (H.R.1219/S.331) SSI Restoration Act Stop The Wait Act Stimulus payments included in the CARES Act, H.R.748

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

Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Housing & Urban Development, Dept of (HUD), SENATE, Transportation, Dept of (DOT)

Legislation and rulemaking affecting annuities, variable life products and retirement savings, including Trump Administration and Congressional proposals on tax reform. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions that proposed changes to the Internal Revenue Code, including, but not limited to, the Department of the Treasury's Longevity Annuity Contracts Notice of Proposed Rulemaking (REG-115809-11). Treasury - IRS Proposed Rulemaking: Updated Life Expectancy and Distribution Period Tables Used for Purposes of Determining Minimum Required Distributions (26 CFR Part 1 [REG-132210-18] RIN 1545-BP11). Treasury - IRS Proposed Rulemaking: Multiple Employer Plans (26 CFR Part 1 [REG-121508-18] RIN 1545-BO97). DOL - EBSA Request for Information - Open MEPs and Other Issues under Section 3(5) of the Employee Retirement Income Security Act (29 CFR Parts 2510). DOL - EBSA Proposed PTE for Pooled Employer Plans Under the SECURE Act and Other Multiple Employer Plans RFI (85 FR 36880 - Application No. D-12010 - Document Number: 2020-13142). DOL - EBSA - Financial Factors in Selecting Plan Investments - ZRIN 1210-AB95 Treasury Department - IRS - Multiple Employer Plans - (26 CFR Part 1 [REG-121508-18]). The Automatic Retirement Plan Act of 2017 (H.R. 4523 - 115th Congress). The Retirement Plan Simplification Act of 2017 (H.R. 4524 - 115th Congress). The Receiving Electronic Statements To Improve Retiree Earnings Act (H.R. 4610 - 115th Congress). Women's Retirement Protection Act (S.975/H.R. 2005 - 116th Congress). Retirement Security Flexibility Act of 2019 (S.1020 - 116th Congress). Refund to Rainy Day Savings Act (S.1018 - 116th Congress). A bill to amend the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974 to modify the requirements for multiple employer plans, and for other purposes (S.1011 - 116th Congress). Strengthening Financial Security Through Short-Term Savings Accounts Act of 2019 (S.1019 - 116th Congress). Savings for the Future Act (H.R. 2120 - 116th Congress). Social Security 2100 Act (S.269/H.R. 860 - 116th Congress). SIMPLE Plan Modernization Act (S.322 - 116th Congress). Retirement Security Act of 2019 (S.321 - 116th Congress). Surviving Widow(er) Income Fair Treatment (SWIFT) Act (S.345 - 116th Congress). Wall Street Tax Act of 2019 (S.647/H.R. 1516 - 116th Congress). Expanding Access to Retirement Savings for Caregivers Act (H.R. 3078 - 116th Congress). Retirement Parity for Student Loans Act (S.1428 - 116th Congress). Legacy IRA Act (S.1257 - 116th Congress). Inclusive Prosperity Act of 2019 (S.1587/H.R. 2923 - 116th Congress). Retirement Security Preservation Act of 2019 (S.2352 - 116th Congress). Securing Additional Value for Every Retirement Saver (SAVERS) Act (H.R. 6562). The Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act (H.R. 6800). The Servicemember Retirement Improvement Act (H.R. 905 - 116th Congress). The Moving Forward Act (H.R. 2 - 116th Congress). Retirement Savings Lost & Found Act 2020 (S.4192/ H.R. 7439 - 116th Congress). Addressing Missing-savings Opportunities for Retirement due to an Epidemic Act (AMORE Act) (S.4297 - 116th Congress). Military Spouses Retirement Security Act (H.R. 7927 -116th Congress). Preserving Employee Retirement Savings Act (H.R. 8083 - 116th Congress). The HEROES Act (H.R. 925 - 116th Congress). American Workers, Families, and Employers Assistance Act (S.4318 - 116th Congress). Retirement Savings and Security Act (S.1431 - 116th Congress). Securing a Strong Retirement Act of 2020 (H.R. 8696 - 116th Congress). Improving Access to Retirement Savings Act (S.5064 - 116th Congress). Lifetime Income for Employees Act (HR. 8990 - 116th Congress). American Rescue Plan Act of 2021 (Public Law No: 117-2). Implementation of Continuing Appropriations Act, 2021 and Other Extensions Act (P.L. 116-159 - 116th Congress). Implementation of the Coronavirus Aid, Relief and Economic Security (CARES) Act (Public Law No: 116-136). DOL implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). Treasury/IRS implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). SEC implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94).

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

Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of

DOL - EBSA Request for Information - Open MEPs and Other Issues under Section 3(5) of the Employee Retirement Income Security Act (29 CFR Parts 2510). DOL - EBSA Proposed PTE for Pooled Employer Plans Under the SECURE Act and Other Multiple Employer Plans RFI (85 FR 36880 - Application No. D-12010 - Document Number: 2020-13142). DOL - EBSA - Prohibited Transactions Involving Pooled Employer Plans Under the SECURE Act and Other Multiple Employer Plans - RIN: 1210-ZA28. DOL - EBSA - Financial Factors in Selecting Plan Investments - ZRIN 1210-AB95. DOL - EBSA - Improving Investment Advice for Workers and Retirees - ZRIN 1210-ZA29. DOL - EBSA - Registration Requirements for Pooled Plan Providers - RIN 1210-AB94. DOL - EBSA - Pension Benefit Statements-Lifetime Income Illustrations - RIN 1210-AB20. DOL - EBSA - Fiduciary Duties Regarding Proxy Voting and Shareholder Rights - RIN 1210-AB91. DOL - OSEC - Rescission of Department of Labor Rule on Guidance (29 CFR Part 89 - RIN 1290-AA41). EOP - Amending Executive Order 13959 - Addressing the Threat from Securities Investments That Finance Communist Chinese Military Companies (E.O. 13974 of Jan 13, 2021 - 86 FR 4875). EOP - Executive Order 13990 - Protecting Public Health and the Environment and Restoring Science to Tackle the Climate Crisis (Federal Register/Vol. 86, No. 14 - Monday, January 25, 2021). FINRA - Comment on Lessons From the COVID-19 Pandemic (Regulatory Notice 20-42). Legislation and rulemaking affecting annuities, variable life products and retirement savings including Trump Administration and Congressional proposals on tax reform. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Treasury - IRS Proposed Rulemaking: Multiple Employer Plans (26 CFR Part 1 [REG-121508-18] RIN 1545-BO97). Treasury - IRS Proposed Rulemaking: Updated Life Expectancy and Distribution Period Tables Used for Purposes of Determining Minimum Required Distributions (26 CFR Part 1 [REG-132210-18] RIN 1545-BP11). Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. SEC - Updated Disclosure Requirements and Summary Prospectus for Variable Annuity and Variable Life Insurance Contracts (17 CFR Parts 230, 232, 239, 240, 270, and 274). The Automatic Retirement Plan Act of 2017 (H.R. 4523 - 115th Congress). The Retirement Plan Simplification Act of 2017 (H.R. 4524 - 115th Congress). Elder Protection and Abuse Prevention Act (H.R. 6744 - 115th Congress). Women's Retirement Protection Act (S.975/H.R. 2005- 116th Congress). Retirement Security Flexibility Act of 2019 (S.1020 - 116th Congress). Refund to Rainy Day Savings Act (S.1018 - 116th Congress). A bill to amend the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974 to modify the requirements for multiple employer plans, and for other purposes (S.1011 - 116th Congress). Strengthening Financial Security Through Short-Term Savings Accounts Act of 2019 (S.1019 - 116th Congress). Savings for the Future Act (H.R. 2120 - 116th Congress). Social Security 2100 Act (S.269/H.R. 860 - 116th Congress). SIMPLE Plan Modernization Act (S.322 - 116th Congress). Retirement Security Act of 2019 (S.321 - 116th Congress). Surviving Widow(er) Income Fair Treatment (SWIFT) Act (S.345 - 116th Congress). SEC Disclosure Effectiveness Testing Act (H.R. 1815 - 116th Congress). Retirement Security for American Workers Act (H.R. 1907 - 116th Congress). Expanding Access to Retirement Savings for Caregivers Act (H.R. 3078 - 116th Congress). Retirement Parity for Student Loans Act (S.1428 - 116th Congress). Legacy IRA Act (S.1257 - 116th Congress). Retirement Security Preservation Act of 2019 (S.2352 - 116th Congress). Securing and Enabling Commerce Using Remote and Electronic Notarization Act of 2020 (H.R. 6364). Securing Additional Value for Every Retirement Saver (SAVERS) Act (H.R.6562). Application of ERISA to Insurance Company General Accounts and General Account Contracts (H.R. 7278 - 115th Session). The Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act (H.R. 6800). Senior Investor Pandemic and Fraud Protection Act - House Financial Services National Security, International Development and Monetary Policy Subcommittee (Discussion Draft). The Servicemember Retirement Improvement Act (H.R. 905 - 116th Congress). Registered Index Linked Annuity Act (S.3795/H.R. 6994 - 116th Congress). Defense, Commerce, Justice, Science, Energy and Water Development, Financial Services and General Government, Labor, Health and Human Services, Education, Transportation, Housing, and Urban Development Appropriations Act, 2021 (H.R.7617 - 116th Congress). Retirement Savings Lost & Found Act 2020 (S.4192/H.R. 7439 - 116th Congress). The Edith Shorougian Senior Victims of Fraud Compensation Act (Ediths Bill) (S.3487/H.R.7620 - 116th Congress). Addressing Missing-savings Opportunities for Retirement due to an Epidemic Act (AMORE Act) (S.4297 - 116th Congress). Military Spouses Retirement Security Act (H.R. 7927 - 116th Congress). Preserving Employee Retirement Savings Act (H.R. 8083 - 116th Congress). The E-SIGN Modernization Act. (S.4159 - 116th Congress). The HEROES Act (H.R. 925 - 116th Congress). American Workers, Families, and Employers Assistance Act (S.4318 - 116th Congress). Retirement Savings and Security Act (S.1431 - 116th Congress). Securing a Strong Retirement Act of 2020 (H.R. 8696 - 116th Congress). Improving Access to Retirement Savings Act (S.5064 - 116th Congress). Lifetime Income for Employees Act (HR. 8990 - 116th Congress). Senior Security Act (S.856/H.R. 1565 - 117th Congress). The Secure and Fair Enforcement (SAFE) Banking Act (S.910/H.R. 1996 - 117th Congress). American Rescue Plan Act of 2021 (Public Law No: 117-2). Implementation of Continuing Appropriations Act, 2021 and Other Extensions Act (P.L. 116-159 - 116th Congress). Implementation of Coronavirus Aid, Relief and Economic Security (CARES) Act (Public Law No: 116-136). DOL implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). Treasury/IRS implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). SEC implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94).

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

Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of

FY 2021 Financial Services and General Government Appropriations--Lobbied against implementation of pro-contractor revision of OMB Circular A-76, contracting out, and contractor compensation. FY 2021 Financial Services and General Government Appropriations--Lobbied for protection of blue collar pay, white collar pay, minimum wage, federal retirement systems, and union representation. FY 2021 Financial Services and General Government Appropriations--Lobbied for full funding for the Office of Personnel Management (OPM) and to prohibit any funds from being spent to merge OPM with the General Services Administration (GSA) or Office of Management and Budget (OMB). FY 2021 Financial Services and General Government Appropriations--Lobbied in support of protecting federal employee collective bargaining rights. FY 2021 Financial Services and General Government Appropriations--Lobbied in support of a 3.5% pay increase for federal workers. FY 2021 Financial Services and General Government Appropriations--Lobbied for parity with military pay increase. Lobbied in support of a technical fix to the paid parental leave provision in the FY 2020 NDAA that would ensure all federal employees have access to federal paid parental leave. Lobbied in support of H.R. 5399/S. 3015, the "Locality Pay Equity Act" to limit the number of local wage areas allowable within a General Schedule pay locality. Lobbied in support of S. 944, the "Strengthening American Transportation Security Act," which would grant Transportation Security Officers (TSOs) rights under Title 5 of the U.S. code and for inclusion of H.R. 1140, the Rights for TSA Officers Act in H.R. 2 and lobbied for passage of H.R. 2, the INVEST Act. Lobbied in support of H.R. 372, the "Honoring Our Fallen TSA Officers Act," granting public safety officer benefits to TSOs killed or injured in the line of duty. Lobbied in support of H.R. 1174/S. 1942, the "Federal Firefighters Fairness Act of 2019," to amend chapter 81 of title 5, creating a presumption that a disability or death of a federal employee in fire protection activities caused by any of certain diseases is the result of the performance of such employee's duty. Lobbied in support of H.R. 1255, the "Federal Firefighter Pay Equity Act," to provide for more accurate computation of retirement benefits for federal firefighters. Lobbied in support of S. 858, the "Protecting Military Firefighters from PFAS Act," requiring the Secretary of Defense to provide blood testing for firefighters in the Department of Defense to determine potential exposure to perfluoroalkyl and polyfluoroalkyl substances. Lobbied in support of H.R. 1195/S. 473, the "Law Enforcement Officer Equity Act," to include certain federal positions within the definition of law enforcement officer for retirement purposes. Lobbied for H.R. 748, the "Middle Class Health Benefits Tax Repeal Act of 2019," to the excise tax on employer-sponsored health care coverage for which there is an excess benefit (high-cost plans). Lobbied for H.R. 860, Social Security 2100 Act, to increase various Old Age, Survivors, and Disability Insurance (OASDI) benefits and related taxes. Lobbied to support S. 478 and H.R. 1170, Social Security Expansion Act, to enhance Social Security benefits and ensure the long-term solvency of the Social Security program. Lobbied on effects on workforce of proposed Sustainability Awareness Act. Lobbied on appointees to the Merit Systems Protection Board and Federal Labor Relations Authority. Lobbied in support of S. 2525, guaranteeing the "Equipment Safety for Firefighters Act." Lobbied in support of H.R. 582, the "Raise the Wage Act." Lobbied in support of H.R. 2474, the "Protecting the Right to Organize Act of 2019." Lobbied against H.R. 4090, the "Do Your Job Act of 2019." Lobbied in support of H.R. 3607, the "Fossil Energy Research and Development Act." Lobbied in support of H.R. 1534/S. 1174, the "Federal Employee Paid Leave Act" that would grant federal workers 12 weeks of paid FMLA. Lobbied in support of H.R. 6906 the Pandemic Heroes Compensation Act to provide compensation for injuries to any individual, or their families, who are deemed an essential worker and required to leave their home to perform services and who have become ill or died as a result of COVID-19. Lobbied in support of H.R. 6139 the COVID-19 Health Care Worker Protection Act of 2020 that would direct the Secretary of Labor to issue an emergency temporary standard that requires certain employers to develop and implement a comprehensive infectious disease exposure control plan to protect employees in the health care sectors and other employees at elevated risk from exposure to SARS- CoV-2. Lobbied in support of H.R. 6955 the Essential Worker Pandemic Compensation Act of 2020 that would amend the Public Health Service Act to authorize a program of death and hospitalization benefits for essential workers who die as a result of COVID-19 or related complications. Lobbied in support of S. 4347, the Federal Labor-Management COVID Partnership Act. Lobbied in support of a presumption of worksite illness for employees who apply for workers comp who get COVID-19. Lobbied in support of H.R. 6246, the "Protecting Collective Bargaining and Official Time for Federal Workers Act." Lobbied in support of H.R. 6909, the Pandemic Heroes Compensation Act. Lobbied in support of S. 3677/H.R. 6559, the "COVID-19 Every Worker Protection Act." Lobbied in support of introduction of the Fair and Accurate Information Reporting (FAIR) Act to assist consumers with their credit reports during pandemic job loss. Lobbied in support of H.R. 6733, the "Federal Frontline Worker Leave Protection Act." Lobbied in support of S. 3561, the "Emergency Telework Act of 2020." Lobbied in support of H.R. 2694, the Pregnant Workers Fairness Act. Lobbied in support of H.R. 8457/S. 4777, the Federal Worker Leave Fairness Act to restore leave lost by Federal employees during certain public health emergencies, and for other purposes. Lobbied in support of H.R. 7340, the Chai Suthammanont Remembrance Act to ensure that personal protective equipment and other equipment and supplies needed to fight coronavirus are provided to employees required to return to Federal offices, and for other purposes. Lobbied in support of H.R. 7496, the COVID PREPARE Act to require Federal agencies to submit plans for responding to any resurgence of COVID-19. Lobbied in support of H.R. 7524/S. 4610, the Wear Your Mask Act to require face masks in Federal facilities to prevent the transmission of SARS-CoV-2. Lobbied in support of S. 4347, the Federal Labor-Management COVID Partnership Act to establish a Coronavirus Rapid Response Federal Labor-Management Task Force, and for other purposes. Lobbied in support of H.R. 7076/S. 3855, the Coronavirus Oversight and Recovery Ethics (CORE) Act to ensure ethical and accountable use of COVID-19 relief funds, to prevent corruption and bias in the disbursement and supervision of those funds. Lobbied in support of H.R. 6373 to increase the amount available under the "Defense Production Act of 1950" to respond to the coronavirus epidemic. Lobbied in support of S. 3570 to provide for the expedited procurement of equipment needed to combat COVID-19 under the "Defense Production Act of 1950." Lobbied in support of H.R. 6398 the Frontline Health Care Workers Assistance Act to direct certain actions to procure equipment necessary to prevent, identify, and mitigate cases of COVID-19 (i.e., coronavirus disease 2019). Lobbied in support of S. 3763 the Pandemic Responder Service Award Act to provide a flexible award for front line health care workers who have responded to the COVID-19 pandemic that can be used to pay off existing student loans, to obtain further education or to establish a savings account to help workers purchase housing, save for retirement or establish a childrens savings account for their dependents. Lobbied in support of H.R. 6390/S. 3568, the Medical Supply Chain Emergency Act of 2020 directing the President to use existing authorities under the Defense Production Act of 1950 with respect to the production of ventilators, N-95 respirator masks, and specified personal protective equipment to address COVID-19. Lobbied in support of H.R. 6410 directing the President to use authority under the "Defense Production Act of 1950" to ensure an adequate supply of equipment necessary for limiting the spread of COVID-19. Lobbied in support of H.R. 6746, the Emergency Benefits for Independent Workers Program Act to require the Secretary of Labor to establish a program for providing portable benefits to eligible workers. Lobbied in support of H.R. 6442/S. 3513, the Providing Americans Insured Days of Leave Act of 2020 to provide Americans with paid sick time and paid leave so that they can address their own health needs and the health needs of their families. Lobbied in support of H.R. 933 a congressional resolution recognizing COVID-19 frontline workers. Lobbied in support of H.R. 8349 to provide hazard pay to frontline essential workers employed during the COVID-19 pandemic. Lobbied in opposition to forced suspension of withholding FICA taxes from federal employees payroll Sept.-Dec. 2020 to be repaid Jan.-Apr. 2021 and for waiving or extending the repayment plan. Lobbied for legislation to make the payroll tax deferral optional for federal employees. Provided statement for the record to the Senate Homeland Security and Governmental Affairs on its hearing, Modernizing Federal Telework: Moving Forward Using the Lessons Learned During the COVID-19 Pandemic. Lobbied against forced retirement or termination of federal employees who have been injured on the job and have had their medical treatment delayed because of COVID-19. Lobbied for lawmakers to support efforts to restart collective bargaining with Department of Education employees and provide adequate funding and oversight of the Departments mission, including protecting students civil rights and fairly and equitably provide student loans. Lobbied for emergency funding for the aviation industry to protect jobs of airline and airport workers. Lobbied for H.R. 9052, a bill to nullify the Presidents Executive Order creating Schedule F by imposing limits on excepting competitive service positions from the competitive service. Lobbied for H.R. 8687, Saving the Civil Service Act, a bill to nullify the Presidents Executive Order creating Schedule F. Lobbied for H.R. 8629 and S. 4810, Protecting Employees from Surprise Taxes Act of 2020, a bill to prohibit employers from deferring payment of payroll taxes unless affected employees provide written consent to a deferral. Lobbied against confirmation of John Gibbs to be director of the Office of Personnel Management (OPM). FY 2020 Emergency Supplemental Coronavirus Pandemic Response Appropriations - Lobbied for passage of and inclusion of federal workforce provisions in H.R. 925, the Heroes Act; H.R. 8015, the Delivering for America Act; and H.R. 8319, the FY 2020 Continuing Appropriations and Other Extensions Act. FY 2020 Supplemental Appropriations - Lobbied for passage of and inclusion of federal workforce provisions in H.R. 8900 making continuing appropriations for FY 2020 through December 18, 2020. Lobbied for passage of H.J.Res. 107, making continuing appropriations for FY 2020 through December 20, 2020; lobbied for passage of H.J.Res. 110, making continuing appropriations for FY 2020 through December 21, 2020; lobbied for passage of H.R. 1520, making continuing appropriations for FY 2020 through December 28, 2020. FY 2021 Omnibus Appropriations, H.R. 133 - Lobbied for passage of and inclusion of emergency coronavirus pandemic response provisions for FY 2021, including hazard pay, presumption of workplace illness for frontline employees who contract Covid-19, an OSHA emergency standard and additional PPE and resources to distribute the vaccine to federal workers.

Client expense: $480,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Air Force, Dept of, Army, Dept of (Corps of Engineers), Army, Dept of (Other), Bureau of Citizenship & Immigration Services (BCIS), Commerce, Dept of (DOC), Defense Commissary Agency, Defense Contract Audit Agency (DCAA), Defense Finance & Accounting Service (DFAS), Defense, Dept of (DOD), Education, Dept of, Energy, Dept of, Environmental Protection Agency (EPA), Federal Emergency Management Agency (FEMA), General Services Administration (GSA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Interior, Dept of (DOI), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Institutes of Health (NIH), Navy, Dept of, Office of Management & Budget (OMB), Office of Personnel Management (OPM), SENATE, Transportation Security Administration (TSA), Transportation, Dept of (DOT), U.S. Coast Guard (USCG), U.S. Customs & Border Protection, U.S. Immigration & Customs Enforcement (ICE), U.S. Marines, Veterans Affairs, Dept of (VA), Voice of America

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. 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 Notch. H.R. 7499 and S. 4986, the COVID-19 Correction and Equity Act: Proposals to ensure that Social Security benefits for individuals born in 1960 and 1961 are not reduced as a result of coronavirus-related drop in the average wage index. 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. Emergency Social Security COLA. H.R. 8598, the Emergency Social Security COLA for 2021 Act: To provide for a 3 percent cost-of-living adjustment for Social Security and Supplemental Security Income (SSI) beneficiaries in calendar year 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. 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) and the Consolidated Appropriations Act of 2021 (P.L. 116-260). 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 Overpayments. H.R. 7830 and S. 4830, the Fairness for Seniors and People with Disabilities During COVID-19 Act of 2020: Proposals to protect retirees, survivors and people with disabilities from being forced to repay extra Social Security and Supplemental Security Income (SSI) benefits they received because of the COVID-19 pandemic. Strengthening Beneficiaries Rights. (No bill): Various proposals relating to the protection and rights available to Social Security and Supplemental Security Income beneficiaries. Social Security Payroll Tax Deferral Executive Order. H.R. 8171, the Save Our Social Security Now Act: Proposal to nullify the Internal Revenue Service guidance on President Trumps August 8, 2020 executive action to impose a payroll tax deferral.

Client expense: $180,000 · 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, U.S. Postal Service (USPS)

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

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

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

Legislation and rulemaking affecting annuities, variable life products and retirement savings, including Trump Administration and Congressional proposals on tax reform. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions that proposed changes to the Internal Revenue Code, including, but not limited to, the Department of the Treasury's Longevity Annuity Contracts Notice of Proposed Rulemaking (REG-115809-11). Treasury - IRS Proposed Rulemaking: Updated Life Expectancy and Distribution Period Tables Used for Purposes of Determining Minimum Required Distributions (26 CFR Part 1 [REG-132210-18] RIN 1545-BP11). Treasury - IRS Proposed Rulemaking: Multiple Employer Plans (26 CFR Part 1 [REG-121508-18] RIN 1545-BO97). DOL - EBSA Request for Information - Open MEPs and Other Issues under Section 3(5) of the Employee Retirement Income Security Act (29 CFR Parts 2510). DOL - EBSA Proposed PTE for Pooled Employer Plans Under the SECURE Act and Other Multiple Employer Plans RFI (85 FR 36880 - Application No. D-12010 - Document Number: 2020-13142). DOL - EBSA - Financial Factors in Selecting Plan Investments - ZRIN 1210-AB95 Treasury Department - IRS - Multiple Employer Plans - (26 CFR Part 1 [REG-121508-18]). The Automatic Retirement Plan Act of 2017 (H.R. 4523 - 115th Congress). The Retirement Plan Simplification Act of 2017 (H.R. 4524 - 115th Congress). The Receiving Electronic Statements To Improve Retiree Earnings Act (H.R. 4610 - 115th Congress). Women's Retirement Protection Act (S.975/H.R. 2005 - 116th Congress). Retirement Security Flexibility Act of 2019 (S.1020 - 116th Congress). Refund to Rainy Day Savings Act (S.1018 - 116th Congress). A bill to amend the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974 to modify the requirements for multiple employer plans, and for other purposes (S.1011 - 116th Congress). Strengthening Financial Security Through Short-Term Savings Accounts Act of 2019 (S.1019 - 116th Congress). Savings for the Future Act (H.R. 2120 - 116th Congress). Social Security 2100 Act (S.269/H.R. 860 - 116th Congress). SIMPLE Plan Modernization Act (S.322 - 116th Congress). Retirement Security Act of 2019 (S.321 - 116th Congress). Surviving Widow(er) Income Fair Treatment (SWIFT) Act (S.345 - 116th Congress). Wall Street Tax Act of 2019 (S.647/H.R. 1516 - 116th Congress). Expanding Access to Retirement Savings for Caregivers Act (H.R. 3078 - 116th Congress). Retirement Parity for Student Loans Act (S.1428 - 116th Congress). Legacy IRA Act (S.1257 - 116th Congress). Inclusive Prosperity Act of 2019 (S.1587/H.R. 2923 - 116th Congress). Retirement Security Preservation Act of 2019 (S.2352 - 116th Congress). Securing Additional Value for Every Retirement Saver (SAVERS) Act (H.R. 6562). The Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act (H.R. 6800). The Servicemember Retirement Improvement Act (H.R. 905 - 116th Congress). The Moving Forward Act (H.R. 2 - 116th Congress). Retirement Savings Lost & Found Act 2020 (S.4192/ H.R. 7439 - 116th Congress). Addressing Missing-savings Opportunities for Retirement due to an Epidemic Act (AMORE Act) (S.4297 - 116th Congress). Military Spouses Retirement Security Act (H.R. 7927 -116th Congress). Preserving Employee Retirement Savings Act (H.R. 8083 - 116th Congress). The HEROES Act (H.R. 925 - 116th Congress). American Workers, Families, and Employers Assistance Act (S.4318 - 116th Congress). Retirement Savings and Security Act (S.1431 - 116th Congress). Securing a Strong Retirement Act of 2020 (H.R. 8696 - 116th Congress). Improving Access to Retirement Savings Act (S.5064 - 116th Congress). Lifetime Income for Employees Act (HR. 8990 - 116th Congress). Implementation of Continuing Appropriations Act, 2021 and Other Extensions Act (P.L. 116-159 - 116th Congress). Implementation of the Coronavirus Aid, Relief and Economic Security (CARES) Act (Public Law No: 116-136). DOL implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). Treasury/IRS implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). SEC implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94).

Client expense: $160,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of

DOL - EBSA Request for Information - Open MEPs and Other Issues under Section 3(5) of the Employee Retirement Income Security Act (29 CFR Parts 2510). DOL - EBSA Proposed PTE for Pooled Employer Plans Under the SECURE Act and Other Multiple Employer Plans RFI (85 FR 36880 - Application No. D-12010 - Document Number: 2020-13142). DOL - EBSA - Prohibited Transactions Involving Pooled Employer Plans Under the SECURE Act and Other Multiple Employer Plans - RIN: 1210-ZA28. DOL - EBSA - Financial Factors in Selecting Plan Investments - ZRIN 1210-AB95. DOL - EBSA - Improving Investment Advice for Workers and Retirees - ZRIN 1210-ZA29. DOL - EBSA - Registration Requirements for Pooled Plan Providers - RIN 1210-AB94. DOL - EBSA - Pension Benefit Statements-Lifetime Income Illustrations - RIN 1210-AB20. DOL - EBSA - Fiduciary Duties Regarding Proxy Voting and Shareholder Rights - RIN 1210-AB91. Legislation and rulemaking affecting annuities, variable life products and retirement savings including Trump Administration and Congressional proposals on tax reform. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Treasury - IRS Proposed Rulemaking: Multiple Employer Plans (26 CFR Part 1 [REG-121508-18] RIN 1545-BO97). Treasury - IRS Proposed Rulemaking: Updated Life Expectancy and Distribution Period Tables Used for Purposes of Determining Minimum Required Distributions (26 CFR Part 1 [REG-132210-18] RIN 1545-BP11). Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. SEC - Updated Disclosure Requirements and Summary Prospectus for Variable Annuity and Variable Life Insurance Contracts (17 CFR Parts 230, 232, 239, 240, 270, and 274). The Automatic Retirement Plan Act of 2017 (H.R. 4523 - 115th Congress). The Retirement Plan Simplification Act of 2017 (H.R. 4524 - 115th Congress). Elder Protection and Abuse Prevention Act (H.R. 6744 - 115th Congress). Women's Retirement Protection Act (S.975/H.R. 2005- 116th Congress). Retirement Security Flexibility Act of 2019 (S.1020 - 116th Congress). Refund to Rainy Day Savings Act (S.1018 - 116th Congress). A bill to amend the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974 to modify the requirements for multiple employer plans, and for other purposes (S.1011 - 116th Congress). Strengthening Financial Security Through Short-Term Savings Accounts Act of 2019 (S.1019 - 116th Congress). Savings for the Future Act (H.R. 2120 - 116th Congress). Social Security 2100 Act (S.269/H.R. 860 - 116th Congress). SIMPLE Plan Modernization Act (S.322 - 116th Congress). Retirement Security Act of 2019 (S.321 - 116th Congress). Surviving Widow(er) Income Fair Treatment (SWIFT) Act (S.345 - 116th Congress). SEC Disclosure Effectiveness Testing Act (H.R. 1815 - 116th Congress). Retirement Security for American Workers Act (H.R. 1907 - 116th Congress). Senior Security Act (H.R. 1876 - 116th Congress). Expanding Access to Retirement Savings for Caregivers Act (H.R. 3078 - 116th Congress). Retirement Parity for Student Loans Act (S.1428 - 116th Congress). Legacy IRA Act (S.1257 - 116th Congress). Retirement Security Preservation Act of 2019 (S.2352 - 116th Congress). Implementation of Coronavirus Aid, Relief and Economic Security (CARES) Act (Public Law No: 116-136). DOL implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). Treasury/IRS implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). SEC implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). Securing and Enabling Commerce Using Remote and Electronic Notarization Act of 2020 (H.R. 6364). Securing Additional Value for Every Retirement Saver (SAVERS) Act (H.R.6562). Application of ERISA to Insurance Company General Accounts and General Account Contracts (H.R. 7278 - 115th Session). The Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act (H.R. 6800). Senior Investor Pandemic and Fraud Protection Act - House Financial Services National Security, International Development and Monetary Policy Subcommittee (Discussion Draft). The Secure and Fair Enforcement (SAFE) Banking Act (S.1200/H.R. 1595 - 116th Congress). The Servicemember Retirement Improvement Act (H.R. 905 - 116th Congress). Registered Index Linked Annuity Act (S.3795/H.R. 6994 - 116th Congress). Defense, Commerce, Justice, Science, Energy and Water Development, Financial Services and General Government, Labor, Health and Human Services, Education, Transportation, Housing, and Urban Development Appropriations Act, 2021 (H.R.7617 - 116th Congress). Retirement Savings Lost & Found Act 2020 S.4192/H.R. 7439 - 116th Congress). The Edith Shorougian Senior Victims of Fraud Compensation Act (Ediths Bill) (S.3487/H.R.7620 - 116th Congress). Addressing Missing-savings Opportunities for Retirement due to an Epidemic Act (AMORE Act) (S.4297 - 116th Congress). Military Spouses Retirement Security Act (H.R. 7927 - 116th Congress). Preserving Employee Retirement Savings Act (H.R. 8083 - 116th Congress). The E-SIGN Modernization Act. (S. 4159 - 116th Congress). The HEROES Act (H.R. 925 - 116th Congress). American Workers, Families, and Employers Assistance Act (S.4318 - 116th Congress). Retirement Savings and Security Act (S.1431 - 116th Congress). Securing a Strong Retirement Act of 2020 (H.R. 8696 - 116th Congress). Improving Access to Retirement Savings Act (S.5064 - 116th Congress). Lifetime Income for Employees Act (HR. 8990 - 116th Congress). Implementation of Continuing Appropriations Act, 2021 and Other Extensions Act (P.L. 116-159 - 116th Congress).

Client expense: $160,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of

Multiemployer Pension Crisis, Pension Benefit Guaranty Corporation related issues Monitor the following: H.R.141/S.521, the Social Security Fairness Act, Entirety H.R.4540, Public Servants Protection & Fairness Act, Entirety H.R.860/S.269, Social Security 2100 Act, Entirety H.R.7370, Protecting Employees and Retirees in Business Bankruptcies Act of 2020, Entirety Guaranteed Retirement Accounts/retirement security

Client expense: $370,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), General Services Administration (GSA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE

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. 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 Notch. H.R. 7499 and S. 4986, the COVID-19 Correction and Equity Act: Proposals to ensure that Social Security benefits for individuals born in 1960 and 1961 are not reduced as a result of coronavirus-related drop in the average wage index. 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. Emergency Social Security COLA. H.R. 8598, the Emergency Social Security COLA for 2021 Act: To provide for a 3 percent cost-of-living adjustment for Social Security and Supplemental Security Income (SSI) beneficiaries in calendar year 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. 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) and the Consolidated Appropriations Act of 2021 (P.L. 116-260). 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 Overpayments. H.R. 7830 and S. 4830, the Fairness for Seniors and People with Disabilities During COVID-19 Act of 2020: Proposals to protect retirees, survivors and people with disabilities from being forced to repay extra Social Security and Supplemental Security Income (SSI) benefits they received because of the COVID-19 pandemic. Strengthening Beneficiaries Rights. (No bill): Various proposals relating to the protection and rights available to Social Security and Supplemental Security Income beneficiaries. Social Security Payroll Tax Deferral Executive Order. H.R. 8171, the Save Our Social Security Now Act: Proposal to nullify the Internal Revenue Service guidance on President Trumps August 8, 2020 executive action to impose a payroll tax deferral.

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

Government targets: Administration on Aging, Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, 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. 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 Notch. H.R. 7499 and S. 4986, the COVID-19 Correction and Equity Act: Proposals to ensure that Social Security benefits for individuals born in 1960 and 1961 are not reduced as a result of coronavirus-related drop in the average wage index. 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. Emergency Social Security COLA. H.R. 8598, the Emergency Social Security COLA for 2021 Act: To provide for a 3 percent cost-of-living adjustment for Social Security and Supplemental Security Income (SSI) beneficiaries in calendar year 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. 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) and the Consolidated Appropriations Act of 2021 (P.L. 116-260). 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 Overpayments. H.R. 7830 and S. 4830, the Fairness for Seniors and People with Disabilities During COVID-19 Act of 2020: Proposals to protect retirees, survivors and people with disabilities from being forced to repay extra Social Security and Supplemental Security Income (SSI) benefits they received because of the COVID-19 pandemic. Strengthening Beneficiaries Rights. (No bill): Various proposals relating to the protection and rights available to Social Security and Supplemental Security Income beneficiaries. Social Security Payroll Tax Deferral Executive Order. H.R. 8171, the Save Our Social Security Now Act: Proposal to nullify the Internal Revenue Service guidance on President Trumps August 8, 2020 executive action to impose a payroll tax deferral.

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), 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, U.S. Postal Service (USPS)

Social Security disability determination programs, H.R. 860, H.R. 4386, H.R. 4280, S. 2753, H.R. 6800, H.R. 8598

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

Government targets: HOUSE OF REPRESENTATIVES, Office of Management & Budget (OMB), SENATE, Social Security Administration (SSA), Treasury, Dept of

H.R. 860/S. 269, the Social Security 2100 Act H.R. 1407/S. 578, the ALS Disability Insurance Access Act of 2019 H.R. 2655, the Purple Heart Veterans Work Incentives Act H.R. 4126, the Social Security Caregiver Credit Act of 2019 H.R. 5306/S. 2984, the Know Your Social Security Act H.R.6356, the Emergency Social Security Benefits Improvement Act H.R. 8171, the Save Social Security Now Act

Client expense: $74,880 · Firm income: Not reported

Government targets: AMTRAK - Natl Railroad Passenger Corporation, Centers For Medicare and Medicaid Services (CMS), Education, Dept of, Federal Emergency Management Agency (FEMA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Institutes of Health (NIH), SENATE, Social Security Administration (SSA), Transportation Security Administration (TSA), Transportation, Dept of (DOT), U.S. Architectural & Transportation Barriers Compliance Board (ACCESS), Veterans Affairs, Dept of (VA), Veterans Employment & Training Service

Improvements to Social Security Act Title II and Title XVI for people with disabilities. Supplemental Security Income program issues, provisions dealing with persons with disabilities. Social Security Disability program issues, provisions dealing with persons with disabilities. Solvency of the Social Security Trust funds. Social Security 2100 Act (S.269, H.R. 860) to extend solvency and make benefits improvements. ABLE Age Adjustment Act (S.651, H.R. 1814) SSI Restoration Act (S. 2753, H.R. 4280) Stop The Wait Act (S.2496, H.R. 4386) Stimulus payments included in the CARES Act, H.R.748

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

Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Housing & Urban Development, Dept of (HUD), SENATE, Transportation, Dept of (DOT)

Social Security Guarantee Act Social Security 2100 Act - HR860

Client expense: Not reported · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Office of the Vice President of the United States, SENATE

FY 2021 Financial Services and General Government Appropriations--Lobbied against implementation of pro-contractor revision of OMB Circular A-76, contracting out, and contractor compensation. FY 2021 Financial Services and General Government Appropriations--Lobbied for protection of blue collar pay, white collar pay, minimum wage, federal retirement systems, and union representation. FY 2021 Financial Services and General Government Appropriations--Lobbied for full funding for the Office of Personnel Management (OPM) and to prohibit any funds from being spent to merge OPM with the General Services Administration (GSA) or Office of Management and Budget (OMB). FY 2021 Financial Services and General Government Appropriations--Lobbied in support of protecting federal employee collective bargaining rights. FY 2021 Financial Services and General Government Appropriations--Lobbied in support of a 3.5% pay increase for federal workers. FY 2021 Financial Services and General Government Appropriations--Lobbied for parity with military pay increase. Lobbied in support of a technical fix to the paid parental leave provision in the FY 2020 NDAA that would ensure all federal employees have access to federal paid parental leave. Lobbied in support of H.R. 5399/S. 3015, the "Locality Pay Equity Act" to limit the number of local wage areas allowable within a General Schedule pay locality. Lobbied in support of S. 944, the "Strengthening American Transportation Security Act," which would grant Transportation Security Officers (TSOs) rights under Title 5 of the U.S. code and for inclusion of H.R. 1140, the Rights for TSA Officers Act in H.R. 2 and lobbied for passage of H.R. 2, the INVEST Act. Lobbied in support of H.R. 372, the "Honoring Our Fallen TSA Officers Act," granting public safety officer benefits to TSOs killed or injured in the line of duty. Lobbied in support of H.R. 1174/S. 1942, the "Federal Firefighters Fairness Act of 2019," to amend chapter 81 of title 5, creating a presumption that a disability or death of a federal employee in fire protection activities caused by any of certain diseases is the result of the performance of such employee's duty. Lobbied in support of H.R. 1255, the "Federal Firefighter Pay Equity Act," to provide for more accurate computation of retirement benefits for federal firefighters. Lobbied in support of S. 858, the "Protecting Military Firefighters from PFAS Act," requiring the Secretary of Defense to provide blood testing for firefighters in the Department of Defense to determine potential exposure to perfluoroalkyl and polyfluoroalkyl substances. Lobbied in support of H.R. 1195/S. 473, the "Law Enforcement Officer Equity Act," to include certain federal positions within the definition of law enforcement officer for retirement purposes. Lobbied for H.R. 748, the "Middle Class Health Benefits Tax Repeal Act of 2019," to the excise tax on employer-sponsored health care coverage for which there is an excess benefit (high-cost plans). Lobbied for H.R. 860, Social Security 2100 Act, to increase various Old Age, Survivors, and Disability Insurance (OASDI) benefits and related taxes. Lobbied to support S. 478 and H.R. 1170, Social Security Expansion Act, to enhance Social Security benefits and ensure the long-term solvency of the Social Security program. Lobbied on effects on workforce of proposed Sustainability Awareness Act. Lobbied on appointees to the Merit Systems Protection Board and Federal Labor Relations Authority. Lobbied in support of S. 2525, guaranteeing the "Equipment Safety for Firefighters Act." Lobbied in support of H.R. 582, the "Raise the Wage Act." Lobbied in support of H.R. 2474, the "Protecting the Right to Organize Act of 2019." Lobbied against H.R. 4090, the "Do Your Job Act of 2019." Lobbied in support of H.R. 3607, the "Fossil Energy Research and Development Act." Lobbied in support of H.R. 1534/S. 1174, the "Federal Employee Paid Leave Act" that would grant federal workers 12 weeks of paid FMLA. Lobbied in support of H.R. 6906 the Pandemic Heroes Compensation Act to provide compensation for injuries to any individual, or their families, who are deemed an essential worker and required to leave their home to perform services and who have become ill or died as a result of COVID-19. Lobbied in support of H.R. 6139 the COVID-19 Health Care Worker Protection Act of 2020 that would direct the Secretary of Labor to issue an emergency temporary standard that requires certain employers to develop and implement a comprehensive infectious disease exposure control plan to protect employees in the health care sectors and other employees at elevated risk from exposure to SARS- CoV-2. Lobbied in support of H.R. 6955 the Essential Worker Pandemic Compensation Act of 2020 that would amend the Public Health Service Act to authorize a program of death and hospitalization benefits for essential workers who die as a result of COVID-19 or related complications. Lobbied in support of S. 4347, the Federal Labor-Management COVID Partnership Act. Lobbied in support of a presumption of worksite illness for employees who apply for workers comp who get COVID-19. Lobbied in support of H.R. 6246, the "Protecting Collective Bargaining and Official Time for Federal Workers Act." Lobbied in support of H.R. 6909, the Pandemic Heroes Compensation Act. Lobbied in support of S. 3677/H.R. 6559, the "COVID-19 Every Worker Protection Act." Lobbied in support of introduction of the Fair and Accurate Information Reporting (FAIR) Act to assist consumers with their credit reports during pandemic job loss. Lobbied in support of H.R. 6733, the "Federal Frontline Worker Leave Protection Act." Lobbied in support of S. 3561, the "Emergency Telework Act of 2020." Lobbied in support of H.R. 2694, the Pregnant Workers Fairness Act. Lobbied in support of H.R. 8457/S. 4777, the Federal Worker Leave Fairness Act to restore leave lost by Federal employees during certain public health emergencies, and for other purposes. Lobbied in support of H.R. 7340, the Chai Suthammanont Remembrance Act to ensure that personal protective equipment and other equipment and supplies needed to fight coronavirus are provided to employees required to return to Federal offices, and for other purposes. Lobbied in support of H.R. 7496, the COVID PREPARE Act to require Federal agencies to submit plans for responding to any resurgence of COVID-19. Lobbied in support of H.R. 7524/S. 4610, the Wear Your Mask Act to require face masks in Federal facilities to prevent the transmission of SARS-CoV-2. Lobbied in support of S. 4347, the Federal Labor-Management COVID Partnership Act to establish a Coronavirus Rapid Response Federal Labor-Management Task Force, and for other purposes. Lobbied in support of H.R. 7076/S. 3855, the Coronavirus Oversight and Recovery Ethics (CORE) Act to ensure ethical and accountable use of COVID-19 relief funds, to prevent corruption and bias in the disbursement and supervision of those funds. Lobbied in support of H.R. 6373 to increase the amount available under the "Defense Production Act of 1950" to respond to the coronavirus epidemic. Lobbied in support of S. 3570 to provide for the expedited procurement of equipment needed to combat COVID-19 under the "Defense Production Act of 1950." Lobbied in support of H.R. 6398 the Frontline Health Care Workers Assistance Act to direct certain actions to procure equipment necessary to prevent, identify, and mitigate cases of COVID-19 (i.e., coronavirus disease 2019). Lobbied in support of S. 3763 the Pandemic Responder Service Award Act to provide a flexible award for front line health care workers who have responded to the COVID-19 pandemic that can be used to pay off existing student loans, to obtain further education or to establish a savings account to help workers purchase housing, save for retirement or establish a childrens savings account for their dependents. Lobbied in support of H.R. 6390/S. 3568, the Medical Supply Chain Emergency Act of 2020 directing the President to use existing authorities under the Defense Production Act of 1950 with respect to the production of ventilators, N-95 respirator masks, and specified personal protective equipment to address COVID-19. Lobbied in support of H.R. 6410 directing the President to use authority under the "Defense Production Act of 1950" to ensure an adequate supply of equipment necessary for limiting the spread of COVID-19. Lobbied in support of H.R. 6746, the Emergency Benefits for Independent Workers Program Act to require the Secretary of Labor to establish a program for providing portable benefits to eligible workers. Lobbied in support of H.R. 6442/S. 3513, the Providing Americans Insured Days of Leave Act of 2020 to provide Americans with paid sick time and paid leave so that they can address their own health needs and the health needs of their families. Lobbied in support of H.R. 933 a congressional resolution recognizing COVID-19 frontline workers. Lobbied in support of H.R. 8349 to provide hazard pay to frontline essential workers employed during the COVID-19 pandemic. Lobbied in opposition to forced suspension of withholding FICA taxes from federal employees payroll Sept.-Dec. 2020 to be repaid Jan.-Apr. 2021 and for waiving or extending the repayment plan. Lobbied for legislation to make the payroll tax deferral optional for federal employees. Provided statement for the record to the Senate Homeland Security and Governmental Affairs on its hearing, Modernizing Federal Telework: Moving Forward Using the Lessons Learned During the COVID-19 Pandemic. Lobbied against forced retirement or termination of federal employees who have been injured on the job and have had their medical treatment delayed because of COVID-19. Lobbied for lawmakers to support efforts to restart collective bargaining with Department of Education employees and provide adequate funding and oversight of the Departments mission, including protecting students civil rights and fairly and equitably provide student loans. Lobbied for emergency funding for the aviation industry to protect jobs of airline and airport workers. Lobbied for H.R. 9052, a bill to nullify the Presidents Executive Order creating Schedule F by imposing limits on excepting competitive service positions from the competitive service. Lobbied for H.R. 8687, Saving the Civil Service Act, a bill to nullify the Presidents Executive Order creating Schedule F. Lobbied for H.R. 8629 and S. 4810, Protecting Employees from Surprise Taxes Act of 2020, a bill to prohibit employers from deferring payment of payroll taxes unless affected employees provide written consent to a deferral. Lobbied against confirmation of John Gibbs to be director of the Office of Personnel Management (OPM). FY 2020 Emergency Supplemental Coronavirus Pandemic Response Appropriations - Lobbied for passage of and inclusion of federal workforce provisions in H.R. 925, the Heroes Act; H.R. 8015, the Delivering for America Act; and H.R. 8319, the FY 2020 Continuing Appropriations and Other Extensions Act. FY 2020 Supplemental Appropriations - Lobbied for passage of and inclusion of federal workforce provisions in H.R. 8900 making continuing appropriations for FY 2020 through December 18, 2020. Lobbied for passage of H.J.Res. 107, making continuing appropriations for FY 2020 through December 20, 2020; lobbied for passage of H.J.Res. 110, making continuing appropriations for FY 2020 through December 21, 2020; lobbied for passage of H.R. 1520, making continuing appropriations for FY 2020 through December 28, 2020. FY 2021 Omnibus Appropriations, H.R. 133 - Lobbied for passage of and inclusion of emergency coronavirus pandemic response provisions for FY 2021, including hazard pay, presumption of workplace illness for frontline employees who contract Covid-19, an OSHA emergency standard and additional PPE and resources to distribute the vaccine to federal workers.

Client expense: $480,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Air Force, Dept of, Army, Dept of (Corps of Engineers), Army, Dept of (Other), Bureau of Citizenship & Immigration Services (BCIS), Commerce, Dept of (DOC), Defense Commissary Agency, Defense Contract Audit Agency (DCAA), Defense Finance & Accounting Service (DFAS), Defense, Dept of (DOD), Education, Dept of, Energy, Dept of, Environmental Protection Agency (EPA), Federal Emergency Management Agency (FEMA), General Services Administration (GSA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Interior, Dept of (DOI), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Institutes of Health (NIH), Navy, Dept of, Office of Management & Budget (OMB), Office of Personnel Management (OPM), SENATE, Transportation Security Administration (TSA), Transportation, Dept of (DOT), U.S. Coast Guard (USCG), U.S. Customs & Border Protection, U.S. Immigration & Customs Enforcement (ICE), U.S. Marines, Veterans Affairs, Dept of (VA), Voice of America

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

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

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

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

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

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

-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

Client expense: $1,130,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Federal Deposit Insurance Corporation (FDIC), Federal Emergency Management Agency (FEMA), Federal Reserve System, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Copyright Office, U.S. Postal Service (USPS)

FY 2021 Financial Services and General Government Appropriations--Lobbied against implementation of pro-contractor revision of OMB Circular A-76, contracting out, and contractor compensation. Lobbied for protection of blue collar pay, white collar pay, minimum wage, federal retirement systems, and union representation. Lobbied for full funding for the Office of Personnel Management (OPM) and to prohibit any funds from being spent to merge OPM with the General Services Administration (GSA) or Office of Management and Budget (OMB). FY 2021 Financial Services and General Government Appropriations--Lobbied in support of protecting federal employee collective bargaining rights. FY 2021 Financial Services and General Government Appropriations--Lobbied in support of a 3.5% pay increase for federal workers. Lobbied in support of H.R. 5690/S. 3231, the "FAIR Act" in support of a 3.5% pay increase for federal workers. Lobbied in support of H.R. 5399/S. 3015, the "Locality Pay Equity Act" to limit the number of local wage areas allowable within a General Schedule pay locality. Lobbied in support of S. 944, the "Strengthening American Transportation Security Act," which would grant Transportation Security Officers (TSOs) rights under Title 5 of the U.S. code and for inclusion of H.R. 1140, the Rights for TSA Officers Act in H.R. 2 and lobbied for passage of H.R. 2, the INVEST Act. Lobbied in support of H.R. 1534, the "Federal Employee Paid Leave Act" that would grant federal workers 12 weeks of paid FMLA. Lobbied in support of H.R. 372, the "Honoring Our Fallen TSA Officers Act," granting public safety officer benefits to TSOs killed or injured in the line of duty. Lobbied in support of H.R. 1174/S. 1942, the "Federal Firefighters Fairness Act of 2019," to amend chapter 81 of title 5, creating a presumption that a disability or death of a federal employee in fire protection activities caused by any of certain diseases is the result of the performance of such employee's duty. Lobbied in support of H.R. 1255, the "Federal Firefighter Pay Equity Act," to provide for more accurate computation of retirement benefits for federal firefighters. Lobbied in support of S. 858, the "Protecting Military Firefighters from PFAS Act," requiring the Secretary of Defense to provide blood testing for firefighters in the Department of Defense to determine potential exposure to perfluoroalkyl and polyfluoroalkyl substances. Lobbied in support of H.R. 1195/S. 473, the "Law Enforcement Officer Equity Act," to include certain federal positions within the definition of law enforcement officer for retirement purposes. Lobbied for H.R. 748, the "Middle Class Health Benefits Tax Repeal Act of 2019," to the excise tax on employer-sponsored health care coverage for which there is an excess benefit (high-cost plans). Lobbied for H.R. 860, Social Security 2100 Act, to increase various Old Age, Survivors, and Disability Insurance (OASDI) benefits and related taxes. Lobbied to support S. 478 and H.R. 1170, Social Security Expansion Act, to enhance Social Security benefits and ensure the long-term solvency of the Social Security program. Lobbied on effects on workforce of proposed Sustainability Awareness Act. Lobbied on appointees to the Merit Systems Protection Board and Federal Labor Relations Authority. Lobbied in support of S. 2525, guaranteeing the "Equipment Safety for Firefighters Act." Lobbied in support of H.R. 582, the "Raise the Wage Act." Lobbied in support of H.R. 2474, the "Protecting the Right to Organize Act of 2019." Lobbied against H.R. 4090, the "Do Your Job Act of 2019." Lobbied in support of H.R. 3607, the "Fossil Energy Research and Development Act." Lobbied in support of COVID-19 related legislation including H.R.6139 the COVID-19 Health Care Worker Protection Act of 2020. AFGE testified at the Frontline Feds: Serving the Public During a Pandemic hearing in the Government Operations Subcommittee of the House Committee on Oversight and Reform on Thursday, June 25, 2020. AFGE testified at the Business as Usual? Assessing How DHS Can Resume Operations Safely hearing in the Oversight, Management, & Accountability Subcommittee of the House Committee on Homeland Security on Tuesday, June 16, 2020. AFGE provided a statement for the record for the hearing on No Worker Left Behind: Supporting Essential Workers hearing in the House Committee on Oversight and Reform on Wednesday, June 10, 2020. Lobbied in support of H.R. 1534/S. 1174, the "Federal Employee Paid Leave Act" that would grant federal workers 12 weeks of paid FMLA. Lobbied in support of H.R. 6906 the Pandemic Heroes Compensation Act that would provide compensation for injuries to any individual, or their families, who are deemed an essential worker and required to leave their home to perform services and who have become ill or died as a result of COVID-19. Lobbied in support of H.R. 6139 the COVID-19 Health Care Worker Protection Act of 2020 that would direct the Secretary of Labor to issue an emergency temporary standard that requires certain employers to develop and implement a comprehensive infectious disease exposure control plan to protect employees in the health care sectors and other employees at elevated risk from exposure to SARS-CoV-2. Lobbied in support of H.R. 6955 the Essential Worker Pandemic Compensation Act of 2020 that would amend the Public Health Service Act to authorize a program of death and hospitalization benefits for essential workers who die as a result of COVID-19 or related complications. Lobbied in support of development of a labor management taskforce to address COVID-19. Lobbied in support of a presumption of worksite illness for employees who apply for workers comp who get COVID-19. Lobbied in support of H.R. 6246, the "Protecting Collective Bargaining and Official Time for Federal Workers Act." Lobbied in support of H.R. 6909, the Pandemic Heroes Compensation Act. Lobbied in support of S. 3677/H.R. 6559, the "COVID-19 Every Worker Protection Act." Lobbied in support of introduction of the Fair and Accurate Information Reporting (FAIR) Act to assist consumers with their credit reports during pandemic job loss. Lobbied in support of H.R. 6733, the "Federal Frontline Worker Leave Protection Act." Lobbied in support of S. 3561, the "Emergency Telework Act of 2020." FY 2020 Emergency Supplemental Coronavirus Pandemic Response Appropriations - Lobbied for passage of and inclusion of federal workforce provisions in H.R. 6379, the "Take Responsibility for Workers and Families Act;" H.R. 266 the Paycheck Protection Program and Health Care Enhancement Act; H.R. 6800 the Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act.

Client expense: $430,722 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Air Force, Dept of, Army, Dept of (Corps of Engineers), Army, Dept of (Other), Bureau of Citizenship & Immigration Services (BCIS), Commerce, Dept of (DOC), Defense Commissary Agency, Defense Contract Audit Agency (DCAA), Defense Finance & Accounting Service (DFAS), Defense, Dept of (DOD), Education, Dept of, Energy, Dept of, Federal Emergency Management Agency (FEMA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Interior, Dept of (DOI), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Institutes of Health (NIH), Navy, Dept of, Office of Management & Budget (OMB), Office of Personnel Management (OPM), SENATE, Transportation Security Administration (TSA), Transportation, Dept of (DOT), U.S. Coast Guard (USCG), U.S. Customs & Border Protection, U.S. Immigration & Customs Enforcement (ICE), U.S. Marines, Veterans Affairs, Dept of (VA)

FY 2021 Financial Services and General Government Appropriations--Lobbied against implementation of pro-contractor revision of OMB Circular A-76, contracting out, and contractor compensation. Lobbied for protection of blue collar pay, white collar pay, minimum wage, federal retirement systems, and union representation. Lobbied for full funding for the Office of Personnel Management (OPM) and to prohibit any funds from being spent to merge OPM with the General Services Administration (GSA) or Office of Management and Budget (OMB). FY 2021 Financial Services and General Government Appropriations--Lobbied in support of protecting federal employee collective bargaining rights. FY 2021 Financial Services and General Government Appropriations--Lobbied in support of a 3.5% pay increase for federal workers. Lobbied in support of H.R. 5690/S. 3231, the "FAIR Act" in support of a 3.5% pay increase for federal workers. Lobbied in support of H.R. 5399/S. 3015, the "Locality Pay Equity Act" to limit the number of local wage areas allowable within a General Schedule pay locality. Lobbied in support of S. 944, the "Strengthening American Transportation Security Act," which would grant Transportation Security Officers (TSOs) rights under Title 5 of the U.S. code and H.R. 1140, the Rights for TSA Officers Act. Lobbied in support of H.R. 1534, the "Federal Employee Paid Leave Act" that would grant federal workers 12 weeks of paid FMLA. Lobbied in support of H.R. 372, the "Honoring Our Fallen TSA Officers Act," granting public safety officer benefits to TSOs killed or injured in the line of duty. Lobbied in support of H.R. 1174/S. 1942, the "Federal Firefighters Fairness Act of 2019," to amend chapter 81 of title 5, creating a presumption that a disability or death of a federal employee in fire protection activities caused by any of certain diseases is the result of the performance of such employee's duty. Lobbied in support of H.R. 1255, the "Federal Firefighter Pay Equity Act," to provide for more accurate computation of retirement benefits for federal firefighters. Lobbied in support of S. 858, the "Protecting Military Firefighters from PFAS Act," requiring the Secretary of Defense to provide blood testing for firefighters in the Department of Defense to determine potential exposure to perfluoroalkyl and polyfluoroalkyl substances. Lobbied in support of H.R. 1195/S. 473, the "Law Enforcement Officer Equity Act," to include certain federal positions within the definition of law enforcement officer for retirement purposes. Lobbied for H.R. 748, the "Middle Class Health Benefits Tax Repeal Act of 2019," to the excise tax on employer-sponsored health care coverage for which there is an excess benefit (high-cost plans). Lobbied for H.R. 860, Social Security 2100 Act, to increases various Old Age, Survivors, and Disability Insurance (OASDI) benefits and related taxes. Lobbied to support S. 478 and H.R. 1170, Social Security Expansion Act, to enhance Social Security benefits and ensure the long-term solvency of the Social Security program Lobbied on appointees to the Merit Systems Protection Board and Federal Labor Relations Authority. Lobbied in support of S. 2525, guaranteeing the "Equipment Safety for Firefighters Act." Lobbied in support of H.R. 582, the "Raise the Wage Act." Lobbied in support of H.R. 2474, the "Protecting the Right to Organize Act of 2019." Lobbied against H.R. 4090, the "Do Your Job Act of 2019." Lobbied in support of H.R. 3607, the "Fossil Energy Research and Development Act." FY 2020 Emergency Supplemental Coronavirus Pandemic Response Appropriations - Lobbied for passage of and inclusion of federal workforce provisions in H.R. 6074, the "Coronavirus Preparedness and Response Supplemental Act," 2020; H.R. 6201, the "Families First Coronavirus Response Act;" H.R. 6379, the "Take Responsibility for Workers and Families Act;" and H.R. 748, the "Coronavirus Aid, Relief and Economic Security Act."

Client expense: $481,361 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Air Force, Dept of, Army, Dept of (Corps of Engineers), Army, Dept of (Other), Bureau of Citizenship & Immigration Services (BCIS), Commerce, Dept of (DOC), Defense Commissary Agency, Defense Contract Audit Agency (DCAA), Defense Finance & Accounting Service (DFAS), Defense, Dept of (DOD), Education, Dept of, Energy, Dept of, Federal Emergency Management Agency (FEMA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Interior, Dept of (DOI), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Institutes of Health (NIH), Navy, Dept of, Office of Management & Budget (OMB), Office of Personnel Management (OPM), SENATE, Transportation Security Administration (TSA), Transportation, Dept of (DOT), U.S. Coast Guard (USCG), U.S. Customs & Border Protection, U.S. Immigration & Customs Enforcement (ICE), U.S. Marines, Veterans Affairs, Dept of (VA)

Issues related to the Social Security disability application and appeals process (generally, no specific legislation). H.R. 4280 and S. 2753, the Supplemental Security Income Restoration Act (generally, no specific provisions). H.R. 860, Social Security 2100 Act (generally no specific provisions). H.R. 208, Guam Supplemental Security Income Equality Act (generally no specific provisions). H.R. 947, Supplemental Security Income Equality Act (generally no specific provisions). H.R. 6028, Stable Supplemental Security Income Benefits and Housing Assistance Act (generally, no specific provisions) S.3731 Improving Social Securitys Service to Victims of Identity Theft Act (generally, no specific provisions) H.R. 7499 Social Security COVID Correction and equity Act (generally, no specific provision) H.R. 8171 Save our Social Security Now Act (generally, no specific provision) H.J. Res 94 Providing for congressional disapproval of the rule submitted by the Internal Revenue Service, Department of the Treasury, relating to Relief with Respect to Employment Tax Deadlines Applicable to Employers Affected by the Ongoing Coronavirus (COVID-19) Disease 2019 Pandemic (general, no specific provision) H.R. 7830 Fairness for Seniors and people with disabilities during COVID-19 Act of 2020 (general, no specific provision)

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

Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Office of Personnel Management (OPM), SENATE, Small Business Administration (SBA), Social Security Administration (SSA), Treasury, Dept of, Veterans Affairs, Dept of (VA)

Social Security Cost of Living Adjustment: H.R. 2302, H.R. 1553, H.R. 46 and H.R. 2787. Social Security Reform: S. 521 and H.R. 1170 and S. 478 and S. 269 and H.R. 860, WEP/GPO: H.R. 141, Notch:H.R. 4570.

Client expense: Not reported · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Meetings with SVAC and HVAC members and staff on VA Budget and other legislation. Congressional testimony to Committees in March outlining TREA legislative priorities and working to hold VA accountable to meet the requirements of and to implement three major reforms: 1) Community Care Program -- MISSION Act; Furnished comments on VA Regulations 2) Appeals Modernization Act (AMA) PL 115-55; and 3) Forever GI Bill PL 115-48. Our testimony will also address the following: 1) Women Veterans support for increased services and funding; 2) Navy Blue Water Veterans - HR 299; 3) CHAMPVA at 26 S.1034 and HR 2094 extends coverage to children to age 26; and 4) Survivor Financial Benefits Concurrent Receipt HR 333 and 303 and SBP/DIC Offset HR 553 and S.622. S.785 Cmdr Scott Hannon Act landmark bill signed into law Oct 17 2020, on Suicide Prevention and Mental Health. S.4393 -- Toxic Exposure in American Military (TEAM Act) SVAC cleared for full Senate September 2020. Additional efforts included lobbying Department of Education on Higher Education Act issues and follow up on GAO/OIG recommendations to VA and Education on predatory lending practices by institutions of higher learning (90/10 rule). Letters signed and meeting with CFPB staff regarding educational loans and predatory lending practices of for profit institutions. Social Security Tax issues and impact on Veterans HR 860 and S 269 would boost SS benefits, reduce taxes and strengthen the financing of the SS program. Kiddie Tax issue -- children of deceased veterans being taxed at a higher rate as a consequence of tax reform bill now corrected in HR 1994. VA Home Loan Program issues and user fees to support and fund program, comments on VA regulations regarding Refinancing of VA Loans and potential of institutions to take advantage of veterans Review of VA Budget request and monitoring of House and Senate Action -- HR 2075 --The VAs discretionary total, $94.3 billion, would be $7.77 billion more than the fiscal 2019 enacted level and $1.32 billion more than requested. Most discretionary funding for fiscal 2020, $75.6 billion, was provided in advance under a fiscal 2019 minibus (Public Law 115-244). Health-Care Programs Advance Funding: The Veterans Health Administration (VHA) would receive $93.3 billion, including $87.6 billion in advance funds for fiscal 2021. Advance funding for VHA programs would also be included. Funding Highlights: Medical programs for veterans would include the following amounts, according to the committee report: $9.45 billion for mental health, $30 million more than requested. That would include $221.8 million for suicide prevention outreach. $7.47 billion to treat homeless veterans and $1.86 billion, $40 million more than requested, for other homeless veterans assistance programs. $840 million for medical and prosthetic research, rejecting the presidents request to reduce funding. $705.2 million to support caregivers of veterans. $581.5 million, $35 million more than requested, to treat female veterans. $396.9 million for opioid abuse treatment and prevention. $270 million for rural health. Community Care: Community care would get a boost as the department implements the VA MISSION Act (Public Law 115-182), which allows veterans to get government-subsidized care from private providers under a single discretionary program. The bill includes $4.52 billion in additional fiscal 2020 funds for community care, which would be combined with $10.8 billion in advance funding provided in fiscal 2019. It wouldnt adjust the spending caps to make more room for community care funding, as some Democrats have requested. Health-Care Policies: The bill includes policy provisions, most of which are repeated from previous spending laws, that would: Let eligible veterans receive infertility treatment and reimbursements for adoption expenses. Unlike in previous laws, the authority would be made permanent under the measure. Require the VA to provide immediate assistance from trained professionals when veterans call the departments toll-free suicide hotline. Bar the use of funds for certain kinds of canine medical research. Bar the use of funds for any activity that would increase veterans wait times at VA medical facilities. Bar the use of funds to replace or diminish the quality of care provided by TRICARE, the health-care system for military personnel and their dependents. Extend a pilot program to provide child care services to eligible veterans while they receive mental health treatment at a VA facility. No funds could be provided to a child care center with an employee whos been convicted of a sex offense, an offense involving a child victim, or specified violent crimes.

Client expense: Not reported · Firm income: Not reported

Government targets: Defense Finance & Accounting Service (DFAS), Defense, Dept of (DOD), HOUSE OF REPRESENTATIVES, SENATE, Veterans Affairs, Dept of (VA), White House Office

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

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

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

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. Social Security Notch. H.R. 7499, the COVID-19 Correction and Equity Act: Proposals to ensure that Social Security benefits for individuals born in 1960 and 1961 are not reduced as a result of coronavirus-related drop in the average wage index. 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. Social Security Overpayments. H.R. 7830, the Fairness for Seniors and People with Disabilities During COVID-19 Act of 2020: Proposals to protect retirees, survivors and people with disabilities from being forced to repay extra Social Security and Supplemental Security Income (SSI) benefits they received because of the COVID-19 pandemic. 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. Social Security Payroll Tax Deferral Executive Order. H.R. 8171, the Save Our Social Security Now Act: Proposal to nullify the Internal Revenue Service (IRS) guidance on President Trumps August 8, 2020 executive action to impose a payroll tax deferral. 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, U.S. Postal Service (USPS)

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

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

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

FY 2021 Financial Services and General Government Appropriations--Lobbied against implementation of pro-contractor revision of OMB Circular A-76, contracting out, and contractor compensation. FY 2021 Financial Services and General Government Appropriations--Lobbied for protection of blue collar pay, white collar pay, minimum wage, federal retirement systems, and union representation. FY 2021 Financial Services and General Government Appropriations--Lobbied for full funding for the Office of Personnel Management (OPM) and to prohibit any funds from being spent to merge OPM with the General Services Administration (GSA) or Office of Management and Budget (OMB). FY 2021 Financial Services and General Government Appropriations--Lobbied in support of protecting federal employee collective bargaining rights. FY 2021 Financial Services and General Government Appropriations--Lobbied in support of a 3.5% pay increase for federal workers. Lobbied in support of H.R. 5690/S. 3231, the "FAIR Act" in support of a 3.5% pay increase for federal workers. Lobbied in support of a technical fix to the paid parental leave provision in the FY 2020 NDAA that would ensure all federal employees have access to federal paid parental leave. Lobbied in support of H.R. 5399/S. 3015, the "Locality Pay Equity Act" to limit the number of local wage areas allowable within a General Schedule pay locality. Lobbied in support of S. 944, the "Strengthening American Transportation Security Act," which would grant Transportation Security Officers (TSOs) rights under Title 5 of the U.S. code and for inclusion of H.R. 1140, the Rights for TSA Officers Act in H.R. 2 and lobbied for passage of H.R. 2, the INVEST Act. Lobbied in support of H.R. 372, the "Honoring Our Fallen TSA Officers Act," granting public safety officer benefits to TSOs killed or injured in the line of duty. Lobbied in support of H.R. 1174/S. 1942, the "Federal Firefighters Fairness Act of 2019," to amend chapter 81 of title 5, creating a presumption that a disability or death of a federal employee in fire protection activities caused by any of certain diseases is the result of the performance of such employee's duty. Lobbied in support of H.R. 1255, the "Federal Firefighter Pay Equity Act," to provide for more accurate computation of retirement benefits for federal firefighters. Lobbied in support of S. 858, the "Protecting Military Firefighters from PFAS Act," requiring the Secretary of Defense to provide blood testing for firefighters in the Department of Defense to determine potential exposure to perfluoroalkyl and polyfluoroalkyl substances. Lobbied in support of H.R. 1195/S. 473, the "Law Enforcement Officer Equity Act," to include certain federal positions within the definition of law enforcement officer for retirement purposes. Lobbied for H.R. 748, the "Middle Class Health Benefits Tax Repeal Act of 2019," to the excise tax on employer-sponsored health care coverage for which there is an excess benefit (high-cost plans). Lobbied for H.R. 860, Social Security 2100 Act, to increase various Old Age, Survivors, and Disability Insurance (OASDI) benefits and related taxes. Lobbied to support S. 478 and H.R. 1170, Social Security Expansion Act, to enhance Social Security benefits and ensure the long-term solvency of the Social Security program. Lobbied on effects on workforce of proposed Sustainability Awareness Act. Lobbied on appointees to the Merit Systems Protection Board and Federal Labor Relations Authority. Lobbied in support of S. 2525, guaranteeing the "Equipment Safety for Firefighters Act." Lobbied in support of H.R. 582, the "Raise the Wage Act." Lobbied in support of H.R. 2474, the "Protecting the Right to Organize Act of 2019." Lobbied against H.R. 4090, the "Do Your Job Act of 2019." Lobbied in support of H.R. 3607, the "Fossil Energy Research and Development Act." Lobbied in support of H.R. 1534/S. 1174, the "Federal Employee Paid Leave Act" that would grant federal workers 12 weeks of paid FMLA. Lobbied in support of H.R. 6906 the Pandemic Heroes Compensation Act to provide compensation for injuries to any individual, or their families, who are deemed an essential worker and required to leave their home to perform services and who have become ill or died as a result of COVID-19. Lobbied in support of H.R. 6139 the COVID-19 Health Care Worker Protection Act of 2020 that would direct the Secretary of Labor to issue an emergency temporary standard that requires certain employers to develop and implement a comprehensive infectious disease exposure control plan to protect employees in the health care sectors and other employees at elevated risk from exposure to SARS- CoV-2. Lobbied in support of H.R. 6955 the Essential Worker Pandemic Compensation Act of 2020 that would amend the Public Health Service Act to authorize a program of death and hospitalization benefits for essential workers who die as a result of COVID-19 or related complications. Lobbied in support of development of a labor management taskforce to address COVID-19. Lobbied in support of a presumption of worksite illness for employees who apply for workers comp who get COVID-19. Lobbied in support of H.R. 6246, the "Protecting Collective Bargaining and Official Time for Federal Workers Act." Lobbied in support of H.R. 6909, the Pandemic Heroes Compensation Act. Lobbied in support of S. 3677/H.R. 6559, the "COVID-19 Every Worker Protection Act." Lobbied in support of introduction of the Fair and Accurate Information Reporting (FAIR) Act to assist consumers with their credit reports during pandemic job loss. Lobbied in support of H.R. 6733, the "Federal Frontline Worker Leave Protection Act." Lobbied in support of S. 3561, the "Emergency Telework Act of 2020." Lobbied in support of H.R. 2694, the Pregnant Workers Fairness Act. Lobbied in support of H.R. 8457/S. 4777, the Federal Worker Leave Fairness Act to restore leave lost by Federal employees during certain public health emergencies, and for other purposes. Lobbied in support of H.R. 7340, the Chai Suthammanont Remembrance Act to ensure that personal protective equipment and other equipment and supplies needed to fight coronavirus are provided to employees required to return to Federal offices, and for other purposes. Lobbied in support of H.R. 7496, the COVID PREPARE Act to require Federal agencies to submit plans for responding to any resurgence of COVID-19. Lobbied in support of H.R. 7524/S. 4610, the Wear Your Mask Act to require face masks in Federal facilities to prevent the transmission of SARS-CoV-2. Lobbied in support of S. 4347, the Federal Labor-Management COVID Partnership Act to establish a Coronavirus Rapid Response Federal Labor-Management Task Force, and for other purposes. Lobbied in support of H.R. 7076/S. 3855, the Coronavirus Oversight and Recovery Ethics (CORE) Act to ensure ethical and accountable use of COVID-19 relief funds, to prevent corruption and bias in the disbursement and supervision of those funds. Lobbied in support of H.R. 6373 to increase the amount available under the "Defense Production Act of 1950" to respond to the coronavirus epidemic. Lobbied in support of S. 3570 to provide for the expedited procurement of equipment needed to combat COVID-19 under the "Defense Production Act of 1950." Lobbied in support of H.R. 6398 the Frontline Health Care Workers Assistance Act to direct certain actions to procure equipment necessary to prevent, identify, and mitigate cases of COVID-19 (i.e., coronavirus disease 2019). Lobbied in support of S. 3763 the Pandemic Responder Service Award Act to provide a flexible award for front line health care workers who have responded to the COVID-19 pandemic that can be used to pay off existing student loans, to obtain further education or to establish a savings account to help workers purchase housing, save for retirement or establish a childrens savings account for their dependents. Lobbied in support of H.R. 6390/S. 3568, the Medical Supply Chain Emergency Act of 2020 directing the President to use existing authorities under the Defense Production Act of 1950 with respect to the production of ventilators, N-95 respirator masks, and specified personal protective equipment to address COVID-19. Lobbied in support of H.R. 6410 directing the President to use authority under the "Defense Production Act of 1950" to ensure an adequate supply of equipment necessary for limiting the spread of COVID-19. Lobbied in support of H.R. 6746, the Emergency Benefits for Independent Workers Program Act to require the Secretary of Labor to establish a program for providing portable benefits to eligible workers. Lobbied in support of H.R. 6442/S. 3513, the Providing Americans Insured Days of Leave Act of 2020 to provide Americans with paid sick time and paid leave so that they can address their own health needs and the health needs of their families. Lobbied in support of H.R. 933 a congressional resolution recognizing COVID-19 frontline workers. Lobbied in support of H.R. 8349 to provide hazard pay to frontline essential workers employed during the COVID-19 pandemic. FY 2020 Emergency Supplemental Coronavirus Pandemic Response Appropriations - Lobbied for passage of and inclusion of federal workforce provisions in H.R. 925, the Heroes Act; H.R. 8015, the Delivering for America Act; and H.R. 8319 ,the FY2020 Continuing Appropriations and Other Extensions Act. FY 2020 Supplemental Appropriations - Lobbied for passage of H.R. 8337 making continuing appropriations for FY 2020 the December 12, 2020 [for Homeland only - including the Emergency Stopgap USCIS Stabilization Act]. Lobbied in support of S. 4136 the "COST of Relocations Act." Lobbied in support of making the payroll tax deferral optional for federal employees. Lobbied in support of S. 4518, the "Pandemic Federal Telework Act of 2020." Lobbied in opposition to forced suspension of withholding FICA taxes from federal employees payroll Sept. - Dec. 2020 to be repaid Jan. - Apr. 2021 and in support of passage of H.R. 8171, the "Save Our Social Security Now Act." Lobbied against forced retirement or termination of federal employees who have been injured on the job and have had their medical treatment delayed because of COVID-19. Lobbied for lawmakers to support efforts to restart collective bargaining with Department of Education employees and provide adequate funding and oversight of the Departments mission, including protecting students civil rights and fairly and equitably provide student loans. Lobbied for emergency funding for the aviation industry to protect jobs of airline and airport workers. Lobbied in support of continuation of the A-76 public-private competition moratorium. FY 2020 Emergency Supplemental Coronavirus Pandemic Response Appropriations - Lobbied for passage of and inclusion of federal workforce provisions in H.R. 925, the Heroes Act; H.R. 8015, the Delivering for America Act; and H.R. 8319 , the FY 2020 Continuing Appropriations and Other Extensions Act. FY 2020 Supplemental Appropriations - Lobbied for passage of H.R. 8337 making continuing appropriations for FY 2020 through December 11, 2020.

Client expense: $430,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Air Force, Dept of, Army, Dept of (Corps of Engineers), Army, Dept of (Other), Bureau of Citizenship & Immigration Services (BCIS), Commerce, Dept of (DOC), Defense Commissary Agency, Defense Contract Audit Agency (DCAA), Defense Finance & Accounting Service (DFAS), Defense, Dept of (DOD), Education, Dept of, Energy, Dept of, Environmental Protection Agency (EPA), Federal Emergency Management Agency (FEMA), General Services Administration (GSA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Interior, Dept of (DOI), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Institutes of Health (NIH), Navy, Dept of, Office of Management & Budget (OMB), Office of Personnel Management (OPM), SENATE, Transportation Security Administration (TSA), Transportation, Dept of (DOT), U.S. Coast Guard (USCG), U.S. Customs & Border Protection, U.S. Immigration & Customs Enforcement (ICE), U.S. Marines, Veterans Affairs, Dept of (VA), Voice of America

H.R.141/S.521, the Social Security Fairness Act, Entirety H.R.4540, Public Servants Protection & Fairness Act, Entirety H.R.860/S.269, Social Security 2100 Act, Entirety H.R.7370, Protecting Employees and Retirees in Business Bankruptcies Act of 2020, Entirety Monitor Guaranteed Retirement Accounts/retirement security

Client expense: $340,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), SENATE

Meetings with SVAC and HVAC members and staff on VA Budget and other legislation. Congressional testimony to Committees in March outlining TREA legislative priorities and working to hold VA accountable to meet the requirements of and to implement three major reforms: 1) Community Care Program -- MISSION Act; Furnished comments on VA Regulations 2) Appeals Modernization Act (AMA) PL 115-55; and 3) Forever GI Bill PL 115-48. Our testimony will also address the following: 1) Women Veterans support for increased services and funding; 2) Navy Blue Water Veterans - HR 299; 3) CHAMPVA at 26 S.1034 and HR 2094 extends coverage to children to age 26; and 4) Survivor Financial Benefits Concurrent Receipt HR 333 and 303 and SBP/DIC Offset HR 553 and S.622. S.785 Cmdr Scott Hannon Act landmark bill signed into law Oct 17 2020, on Suicide Prevention and Mental Health. S.4393 -- Toxic Exposure in American Military (TEAM Act) SVAC cleared for full Senate September 2020. Additional efforts included lobbying Department of Education on Higher Education Act issues and follow up on GAO/OIG recommendations to VA and Education on predatory lending practices by institutions of higher learning (90/10 rule). Letters signed and meeting with CFPB staff regarding educational loans and predatory lending practices of for profit institutions. Social Security Tax issues and impact on Veterans HR 860 and S 269 would boost SS benefits, reduce taxes and strengthen the financing of the SS program. Kiddie Tax issue -- children of deceased veterans being taxed at a higher rate as a consequence of tax reform bill now corrected in HR 1994. VA Home Loan Program issues and user fees to support and fund program, comments on VA regulations regarding Refinancing of VA Loans and potential of institutions to take advantage of veterans Review of VA Budget request and monitoring of House and Senate Action -- HR 2075 --The VAs discretionary total, $94.3 billion, would be $7.77 billion more than the fiscal 2019 enacted level and $1.32 billion more than requested. Most discretionary funding for fiscal 2020, $75.6 billion, was provided in advance under a fiscal 2019 minibus (Public Law 115-244). Health-Care Programs Advance Funding: The Veterans Health Administration (VHA) would receive $93.3 billion, including $87.6 billion in advance funds for fiscal 2021. Advance funding for VHA programs would also be included. Funding Highlights: Medical programs for veterans would include the following amounts, according to the committee report: $9.45 billion for mental health, $30 million more than requested. That would include $221.8 million for suicide prevention outreach. $7.47 billion to treat homeless veterans and $1.86 billion, $40 million more than requested, for other homeless veterans assistance programs. $840 million for medical and prosthetic research, rejecting the presidents request to reduce funding. $705.2 million to support caregivers of veterans. $581.5 million, $35 million more than requested, to treat female veterans. $396.9 million for opioid abuse treatment and prevention. $270 million for rural health. Community Care: Community care would get a boost as the department implements the VA MISSION Act (Public Law 115-182), which allows veterans to get government-subsidized care from private providers under a single discretionary program. The bill includes $4.52 billion in additional fiscal 2020 funds for community care, which would be combined with $10.8 billion in advance funding provided in fiscal 2019. It wouldnt adjust the spending caps to make more room for community care funding, as some Democrats have requested. Health-Care Policies: The bill includes policy provisions, most of which are repeated from previous spending laws, that would: Let eligible veterans receive infertility treatment and reimbursements for adoption expenses. Unlike in previous laws, the authority would be made permanent under the measure. Require the VA to provide immediate assistance from trained professionals when veterans call the departments toll-free suicide hotline. Bar the use of funds for certain kinds of canine medical research. Bar the use of funds for any activity that would increase veterans wait times at VA medical facilities. Bar the use of funds to replace or diminish the quality of care provided by TRICARE, the health-care system for military personnel and their dependents. Extend a pilot program to provide child care services to eligible veterans while they receive mental health treatment at a VA facility. No funds could be provided to a child care center with an employee whos been convicted of a sex offense, an offense involving a child victim, or specified violent crimes.

Client expense: Not reported · Firm income: Not reported

Government targets: Defense Finance & Accounting Service (DFAS), Defense, Dept of (DOD), HOUSE OF REPRESENTATIVES, SENATE, Veterans Affairs, Dept of (VA), White House Office

Improvements to Social Security Act Title II and Title XVI for people with disabilities. Supplemental Security Income program issues, provisions dealing with persons with disabilities. Social Security Disability program issues, provisions dealing with persons with disabilities. Solvency of the Social Security Trust funds. Social Security 2100 Act (S.269, H.R. 860) to extend solvency and make benefits improvements. ABLE Age Adjustment Act (S.651, H.R. 1814) SSI Restoration Act (S. 2753, H.R. 4280) Stop The Wait Act (S.2496, H.R. 4386) Stimulus payments included in the CARES Act, H.R.748

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

Government targets: Centers For Medicare and Medicaid Services (CMS), Federal Emergency Management Agency (FEMA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Housing & Urban Development, Dept of (HUD), SENATE, Transportation, Dept of (DOT)

Legislation and rulemaking affecting annuities, variable life products and retirement savings, including Trump Administration and Congressional proposals on tax reform. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions that proposed changes to the Internal Revenue Code, including, but not limited to, the Department of the Treasury's Longevity Annuity Contracts Notice of Proposed Rulemaking (REG-115809-11). Treasury - IRS Proposed Rulemaking: Updated Life Expectancy and Distribution Period Tables Used for Purposes of Determining Minimum Required Distributions (26 CFR Part 1 [REG-132210-18] RIN 1545-BP11). Treasury - IRS Proposed Rulemaking: Multiple Employer Plans (26 CFR Part 1 [REG-121508-18] RIN 1545-BO97). DOL - EBSA Request for Information - Open MEPs and Other Issues under Section 3(5) of the Employee Retirement Income Security Act (29 CFR Parts 2510). DOL - EBSA Proposed PTE for Pooled Employer Plans Under the SECURE Act and Other Multiple Employer Plans RFI (85 FR 36880 - Application No. D-12010 - Document Number: 2020-13142). DOL - EBSA - Financial Factors in Selecting Plan Investments - ZRIN 1210-AB95 Treasury Department - IRS - Multiple Employer Plans - (26 CFR Part 1 [REG-121508-18]). The Automatic Retirement Plan Act of 2017 (H.R. 4523 - 115th Congress). The Retirement Plan Simplification Act of 2017 (H.R. 4524 - 115th Congress). The Receiving Electronic Statements To Improve Retiree Earnings Act (H.R. 4610 - 115th Congress). Women's Retirement Protection Act (S.975/H.R. 2005 - 116th Congress). Retirement Security Flexibility Act of 2019 (S.1020 - 116th Congress). Refund to Rainy Day Savings Act (S.1018 - 116th Congress). A bill to amend the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974 to modify the requirements for multiple employer plans, and for other purposes (S.1011 - 116th Congress). Strengthening Financial Security Through Short-Term Savings Accounts Act of 2019 (S.1019 - 116th Congress). Savings for the Future Act (H.R. 2120 - 116th Congress). Social Security 2100 Act (S.269/H.R. 860 - 116th Congress). SIMPLE Plan Modernization Act (S.322 - 116th Congress). Retirement Security Act of 2019 (S.321 - 116th Congress). Surviving Widow(er) Income Fair Treatment (SWIFT) Act (S.345 - 116th Congress). Wall Street Tax Act of 2019 (S.647/H.R. 1516 - 116th Congress). Expanding Access to Retirement Savings for Caregivers Act (H.R. 3078 - 116th Congress). Retirement Parity for Student Loans Act (S.1428 - 116th Congress). Legacy IRA Act (S.1257 - 116th Congress). Inclusive Prosperity Act of 2019 (S.1587/H.R. 2923 - 116th Congress). Retirement Security Preservation Act of 2019 (S.2352 - 116th Congress). Securing Additional Value for Every Retirement Saver (SAVERS) Act (H.R. 6562). The Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act (H.R. 6800). The Servicemember Retirement Improvement Act (H.R. 905 - 116th Congress). The Moving Forward Act (H.R. 2 - 116th Congress). Retirement Savings Lost & Found Act 2020 S. 4192/ H.R. 7439 - 116th Congress). Addressing Missing-savings Opportunities for Retirement due to an Epidemic Act (AMORE Act) (S.4297 - 116th Congress). Military Spouses Retirement Security Act (H.R. 7927 -116th Congress). Preserving Employee Retirement Savings Act (H.R. 8083 - 116th Congress). The HEROES Act (H.R. 925 - 116th Congress). American Workers, Families, and Employers Assistance Act (S.4318 - 116th Congress). Implementation of the Coronavirus Aid, Relief and Economic Security (CARES) Act (Public Law No: 116-136). DOL implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). Treasury/IRS implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). SEC implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94).

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

Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of

DOL - EBSA Proposed Definition of Employer under Section 3(5) of ERISA - Association Retirement Plans and Other Multiple-Employer Plans Rule (29 CFR Part 2510). DOL - EBSA Request for Information - Open MEPs and Other Issues under Section 3(5) of the Employee Retirement Income Security Act (29 CFR Parts 2510). DOL - EBSA Proposed Rulemaking Default Electronic Disclosure by Employee Pension Benefit Plans Under ERISA (29 CFR Part 2520 RIN 1210-AB90). DOL - EBSA Proposed PTE for Pooled Employer Plans Under the SECURE Act and Other Multiple Employer Plans RFI (85 FR 36880 - Application No. D-12010 - Document Number: 2020-13142). DOL - EBSA - Prohibited Transactions Involving Pooled Employer Plans Under the SECURE Act and Other Multiple Employer Plans - RIN: 1210-ZA28. DOL - EBSA - Financial Factors in Selecting Plan Investments - ZRIN 1210-AB95. DOL - EBSA - Improving Investment Advice for Workers and Retirees - ZRIN 1210-ZA29. DOL - EBSA - Registration Requirements for Pooled Plan Providers - RIN 1210-AB94. DOL - EBSA - Pension Benefit Statements-Lifetime Income Illustrations - RIN 1210-AB20. DOL - EBSA - Fiduciary Duties Regarding Proxy Voting and Shareholder Rights - RIN 1210-AB91. SEC Proposal - Updated Disclosure Requirements and Summary Prospectus for Variable Annuity and Variable Life Insurance Contracts (17 CFR Parts 230, 232, 239, 240, 270, and 274). Legislation and rulemaking affecting annuities, variable life products and retirement savings including Trump Administration and Congressional proposals on tax reform. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Treasury - IRS Proposed Rulemaking: Multiple Employer Plans (26 CFR Part 1 [REG-121508-18] RIN 1545-BO97). Treasury - IRS Proposed Rulemaking: Updated Life Expectancy and Distribution Period Tables Used for Purposes of Determining Minimum Required Distributions (26 CFR Part 1 [REG-132210-18] RIN 1545-BP11). Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Department of Labor rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. The Receiving Electronic Statements to Improve Retiree Earnings Act (H.R. 4610 - 115th Congress). The Automatic Retirement Plan Act of 2017 (H.R. 4523 - 115th Congress). The Retirement Plan Simplification Act of 2017 (H.R. 4524 - 115th Congress). Elder Protection and Abuse Prevention Act (H.R. 6744 - 115th Congress). Women's Retirement Protection Act (S.975/H.R. 2005- 116th Congress). Retirement Security Flexibility Act of 2019 (S.1020 - 116th Congress). Refund to Rainy Day Savings Act (S.1018 - 116th Congress). A bill to amend the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974 to modify the requirements for multiple employer plans, and for other purposes (S.1011 - 116th Congress). Strengthening Financial Security Through Short-Term Savings Accounts Act of 2019 (S.1019 - 116th Congress). Savings for the Future Act (H.R. 2120 - 116th Congress). Social Security 2100 Act (S.269/H.R. 860 - 116th Congress). SIMPLE Plan Modernization Act (S.322 - 116th Congress). Retirement Security Act of 2019 (S.321 - 116th Congress). Surviving Widow(er) Income Fair Treatment (SWIFT) Act (S.345 - 116th Congress). SEC Disclosure Effectiveness Testing Act (H.R. 1815 - 116th Congress). Retirement Security for American Workers Act (H.R. 1907 - 116th Congress). Senior Security Act (H.R. 1876 - 116th Congress). Expanding Access to Retirement Savings for Caregivers Act (H.R. 3078 - 116th Congress). Retirement Parity for Student Loans Act (S.1428 - 116th Congress). Legacy IRA Act (S.1257 - 116th Congress). Retirement Security Preservation Act of 2019 (S.2352 - 116th Congress). Implementation of Coronavirus Aid, Relief and Economic Security (CARES) Act (Public Law No: 116-136). DOL implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). Treasury/IRS implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). SEC implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). Securing and Enabling Commerce Using Remote and Electronic Notarization Act of 2020 (H.R. 6364). Securing Additional Value for Every Retirement Saver (SAVERS) Act (H.R.6562). Application of ERISA to Insurance Company General Accounts and General Account Contracts (H.R. 7278 - 115th Session). The Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act (H.R. 6800). Senior Investor Pandemic and Fraud Protection Act - House Financial Services National Security, International Development and Monetary Policy Subcommittee (Discussion Draft). The Secure and Fair Enforcement (SAFE) Banking Act (S.1200/H.R. 1595 - 116th Congress). The Servicemember Retirement Improvement Act (H.R. 905 - 116th Congress). Registered Index Linked Annuity Act (S.3795/H.R. 6994 - 116th Congress). Defense, Commerce, Justice, Science, Energy and Water Development, Financial Services and General Government, Labor, Health and Human Services, Education, Transportation, Housing, and Urban Development Appropriations Act, 2021 (H.R.7617 - 116th Congress). Retirement Savings Lost & Found Act 2020 S.4192/H.R. 7439 - 116th Congress). The Edith Shorougian Senior Victims of Fraud Compensation Act (Ediths Bill) (S.3487/H.R.7620 - 116th Congress). Addressing Missing-savings Opportunities for Retirement due to an Epidemic Act (AMORE Act) (S.4297 - 116th Congress). Military Spouses Retirement Security Act (H.R. 7927 - 116th Congress). Preserving Employee Retirement Savings Act (H.R. 8083 - 116th Congress). The E-SIGN Modernization Act. (S. 4159 - 116th Congress). The HEROES Act (H.R. 925 - 116th Congress). American Workers, Families, and Employers Assistance Act (S.4318 - 116th Congress).

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

Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of

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

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

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

H.R. 860/S. 269, the Social Security 2100 Act H.R. 2655, the Purple Heart Veterans Work Incentives Act H.R. 4126, the Social Security Caregiver Credit Act of 2019 H.R. 5306/S. 2984, the Know Your Social Security Act H.R.6356, the Emergency Social Security Benefits Improvement Act H.R. 8171, the Save Social Security Now Act

Client expense: $78,368 · Firm income: Not reported

Government targets: AMTRAK - Natl Railroad Passenger Corporation, Centers For Medicare and Medicaid Services (CMS), Education, Dept of, Federal Emergency Management Agency (FEMA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Institutes of Health (NIH), SENATE, Social Security Administration (SSA), Transportation Security Administration (TSA), Transportation, Dept of (DOT), U.S. Architectural & Transportation Barriers Compliance Board (ACCESS), Veterans Affairs, Dept of (VA), Veterans Employment & Training Service

-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

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

Government targets: Agriculture, Dept of (USDA), Federal Deposit Insurance Corporation (FDIC), Federal Emergency Management Agency (FEMA), Federal Reserve System, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Copyright Office, U.S. Postal Service (USPS)

Social Security disability determination programs, H.R. 860, H.R. 4386, H.R. 4280, S. 2753, H.R. 6800

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE, Social Security Administration (SSA), Treasury, Dept of

Social Security Guarantee Act Social Security 2100 Act - HR860

Client expense: Not reported · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Issues related to the Social Security disability application and appeals process (generally, no specific legislation). H.R. 4280 and S. 2753, the Supplemental Security Income Restoration Act (generally, no specific provisions). H.R. 860, Social Security 2100 Act (generally no specific provisions). H.R. 208, Guam Supplemental Security Income Equality Act (generally no specific provisions). H.R. 947, Supplemental Security Income Equality Act (generally no specific provisions). H.R. 6028, Stable Supplemental Security Income Benefits and Housing Assistance Act (generally, no specific provisions) S.3731 Improving Social Securitys Service to Victims of Identity Theft Act (generally, no specific provisions) H.R. 7499 Social Security COVID Correction and equity Act (generally, no specific provision) H.R. 8171 Save our Social Security Now Act (generally, no specific provision) H.J. Res 94 Providing for congressional disapproval of the rule submitted by the Internal Revenue Service, Department of the Treasury, relating to Relief with Respect to Employment Tax Deadlines Applicable to Employers Affected by the Ongoing Coronavirus (COVID-19) Disease 2019 Pandemic (general, no specific provision) H.R. 7830 Fairness for Seniors and people with disabilities during COVID-19 Act of 2020 (general, no specific provision)

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE, Social Security Administration (SSA), Treasury, Dept of, Veterans Affairs, Dept of (VA)

Social Security Cost of Living Adjustment: H.R. 2302, H.R. 1553, H.R. 46 and H.R. 2787. Social Security Reform: S. 521 and H.R. 1170 and S. 478 and S. 269 and H.R. 860, WEP/GPO: H.R. 141, Notch:H.R. 4570.

Client expense: Not reported · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Meetings with SVAC and HVAC members and staff on VA Budget and other legislation. Congressional testimony to Committees in March outlining TREA legislative priorities and working to hold VA accountable to meet the requirements of and to implement three major reforms: 1) Community Care Program -- MISSION Act; Furnished comments on VA Regulations 2) Appeals Modernization Act (AMA) PL 115-55; and 3) Forever GI Bill PL 115-48. Our testimony will also address the following: 1) Women Veterans support for increased services and funding; 2) Navy Blue Water Veterans - HR 299; 3) CHAMPVA at 26 S.1034 and HR 2094 extends coverage to children to age 26; and 4) Survivor Financial Benefits Concurrent Receipt HR 333 and 303 and SBP/DIC Offset HR 553 and S.622. Additional efforts included lobbying Department of Education on Higher Education Act issues and follow up on GAO/OIG recommendations to VA and Education on predatory lending practices by institutions of higher learning (90/10 rule). Letters signed and meeting with CFPB staff regarding educational loans and predatory lending practices of for profit institutions. Social Security Tax issues and impact on Veterans HR 860 and S 269 would boost SS benefits, reduce taxes and strengthen the financing of the SS program. Kiddie Tax issue -- children of deceased veterans being taxed at a higher rate as a consequence of tax reform bill now corrected in HR 1994. VA Home Loan Program issues and user fees to support and fund program, comments on VA regulations regarding Refinancing of VA Loans and potential of institutions to take advantage of veterans Review of VA Budget request and monitoring of House and Senate Action -- HR 2075 --The VAs discretionary total, $94.3 billion, would be $7.77 billion more than the fiscal 2019 enacted level and $1.32 billion more than requested. Most discretionary funding for fiscal 2020, $75.6 billion, was provided in advance under a fiscal 2019 minibus (Public Law 115-244). Health-Care Programs Advance Funding: The Veterans Health Administration (VHA) would receive $93.3 billion, including $87.6 billion in advance funds for fiscal 2021. Advance funding for VHA programs would also be included. Funding Highlights: Medical programs for veterans would include the following amounts, according to the committee report: $9.45 billion for mental health, $30 million more than requested. That would include $221.8 million for suicide prevention outreach. $7.47 billion to treat homeless veterans and $1.86 billion, $40 million more than requested, for other homeless veterans assistance programs. $840 million for medical and prosthetic research, rejecting the presidents request to reduce funding. $705.2 million to support caregivers of veterans. $581.5 million, $35 million more than requested, to treat female veterans. $396.9 million for opioid abuse treatment and prevention. $270 million for rural health. Community Care: Community care would get a boost as the department implements the VA MISSION Act (Public Law 115-182), which allows veterans to get government-subsidized care from private providers under a single discretionary program. The bill includes $4.52 billion in additional fiscal 2020 funds for community care, which would be combined with $10.8 billion in advance funding provided in fiscal 2019. It wouldnt adjust the spending caps to make more room for community care funding, as some Democrats have requested. Health-Care Policies: The bill includes policy provisions, most of which are repeated from previous spending laws, that would: Let eligible veterans receive infertility treatment and reimbursements for adoption expenses. Unlike in previous laws, the authority would be made permanent under the measure. Require the VA to provide immediate assistance from trained professionals when veterans call the departments toll-free suicide hotline. Bar the use of funds for certain kinds of canine medical research. Bar the use of funds for any activity that would increase veterans wait times at VA medical facilities. Bar the use of funds to replace or diminish the quality of care provided by TRICARE, the health-care system for military personnel and their dependents. Extend a pilot program to provide child care services to eligible veterans while they receive mental health treatment at a VA facility. No funds could be provided to a child care center with an employee whos been convicted of a sex offense, an offense involving a child victim, or specified violent crimes.

Client expense: Not reported · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE, Veterans Affairs, Dept of (VA), White House Office

Social Security Tax issues and impact on Veterans HR 860 and S 269 would boost SS benefits, reduce taxes and strengthen the financing of the SS program. Kiddie Tax issue -- children of deceased veterans being taxed at a higher rate as a consequence of tax reform bill now corrected in HR 1994.

Client expense: Not reported · Firm income: Not reported

Government targets: Consumer Financial Protection Bureau (CFPB), Defense, Dept of (DOD), Education, Dept of, Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Veterans Affairs, Dept of (VA)

Social Security 2100 Act HR 860 and S. 269 looks to increase SS benefits, reduce SS taxes to beneficiaries and provide for stable financing of the program.

Client expense: Not reported · Firm income: Not reported

Government targets: Consumer Financial Protection Bureau (CFPB), Defense, Dept of (DOD), Education, Dept of, Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Veterans Affairs, Dept of (VA)