Social Security 2100: A Sacred Trust

H.R.5723 - Social Security 2100: A Sacred Trust - in support Issues related to Social Security Administration funding - no specific legislation. S.4365 - Social Security Expansion Act - in support H.R.3824 - Supplemental Security Income Restoration Act of 2021 - in support S.2065 - Supplemental Security Income Restoration Act of 2021 - in support

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

HR 82, S 1302, HR 5723, S 3017- Social Security Reforms, including Social Security Fairness Act of 2021, Social Security 2100: A Sacred Trust

Client expense: $540,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Social Security Cost of Living Adjustment (COLA). The Fair COLA for Seniors Act (H.R. 4315): Proposal to adopt the Consumer Price Index for the Elderly (CPI-E) for the purpose of determining COLAs for Social Security beneficiaries. Social Security Expansion. The Social Security 2100 Act: A Sacred Trust (H.R. 5723 and S. 3071): Proposals to improve benefits and to strengthen Social Security's financing by altering the payroll tax cap, among other changes. The Social Security Expansion Act (S. 4365 and H.R. 8005): A bill to enhance Social Security benefits and ensure the long-term solvency of the Social Security program. The Safeguarding American Families & Expanding Social Security Act of 2021 (S. 3070): Various provisions updating and modernizing Social Security benefits and extending solvency of the Social Security Trust Funds. Protecting and Preserving Social Security Act (H.R. 8467 and S. 4583): A bill to adopt the Consumer Price Index for the Elderly (CPI-E) for the purpose of determining COLAs for Social Security beneficiaries and to ensure the long-term solvency of the Social Security program by altering the payroll tax cap. Caregiver Social Security Credits. The Social Security Caregiver Credits Act (H.R. 3632 and S. 1955): 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. The Social Security Fairness Act of 2021 (H.R. 82 and S. 1302) and the Public Servants Protection and Fairness Act of 2021 (H.R. 2337): Proposals to repeal or modify the Government Pension Offset and Windfall Elimination Provision. Social Security Notch. (No bill): Proposals to ensure that Social Security benefits for individuals born in 1960 and 1961 are not reduced as a result of the coronavirus-related drop in the average wage index. Protecting Seniors from Garnishment. (No bill): Proposal to protect Social Security beneficiaries from having their Social Security benefits garnished to recover unpaid student loans. Social Security Disability Insurance Claim Adjudication. (H.J. Res. 38): Joint resolution nullifies the rule finalized by the Social Security Administration on November 16, 2020, that outlines when its administrative appeals judges may hold hearings and issue decisions on individual cases. Currently, these judges serve an appellate function where they review, at the request of Social Security claimants, the decisions of the administrative law judges who issue decisions in individual cases. Social Security Overpayments. (No bill): 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 Benefit Statements. The Know Your Social Security Act (H.R. 4143 and S. 2204): Legislation to implement section 1143 of the Social Security Act by clarifying the Social Security Administration is required to mail annual benefit statements to all workers over age 25. Supplemental Social Security (SSI) Program. The Supplemental Social Security Income Restoration Act (H.R. 3824 and S. 2065): Legislation to strengthen and restore the Social Security Income (SSI) program. Retirement plan distribution: IRS Notice 2021-40 relating to Physical Presence Requirement for Spousal Consents. House Committee on Aging. (H. Res. 583): A Resolution amending the Rules of the House to reestablish a Permanent Select Committee on Aging. Retirement plan fiduciary rule. (No bill or regulation): supporting the Department of Labor moving forward with a modernization of the fiduciary rule and any supporting regulatory changes. Social Security Administration. The Improving Social Securitys Service to Victims of Identity Theft Act (S. 3684 and H.R. 7274): Improving Social Security's service to victims of identity theft by requiring the Social Security Administration to provide a single point of contact for any individual whose Social Security account number has been misused. Social Security Administration: Letter to President Biden requesting the creation of a Beneficiary Advocate within the Social Security Administration. Employer-sponsored Retirement Plan Expansion: (Public Law 117-73): Pertaining to Division T: Security 2.0 Act of 2022: Womens Retirement Protection Act (S. 2446 and H.R. 4678): Provisions improving retirement security for women by expanding eligibility for employer-sponsored plans to more part-time workers; Security a Strong Retirement Act (H.R. 2954): Provisions relating to expanding the SAVERS tax credit for low-income workers saving for retirement and the lost-plan pension registry; Retirement Improvement and Savings Enhancement Act of 2021 (RISE Act) (H.R. 5891): Provisions relating to improving retirement savings; Retirement Improvement and Savings Enhancement to Supplement Healthy Investments for the Nest Egg Act (RISE & SHINE Act) (S. 4353): Provisions relating to protections for retirement savers; Enhancing American Retirement Now Act of 2022 (EARN Act) (S. 4808): Provisions relating to expanding the SAVERS tax credit for low-income workers saving for retirement, lost-plan registry and increasing asset limits for Supplemental Security Income (SSI) beneficiaries saving for retirement.

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

Government targets: Administration on Aging, Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Justice, Dept of (DOJ), Labor, Dept of (DOL), SENATE, Social Security Administration (SSA), Treasury, Dept of

Legislation related to Social Security penalties (H.R. 82, S. 1302, H.R. 2337, H.R. 5834, and H.R. 5723).

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Legislation related to Social Security penalties (H.R. 82, S. 1302, H.R. 2337, H.R. 5834, and H.R. 5723).

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

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

H.J. Res. 19, Proposing an amendment to the Constitution of the United State to repeal the twenty-third article of amendment to the Constitution of the United States S.J. Res. 18, A joint resolution proposing an amendment to the Constitution of the United States to repeal the twenty-third article of amendment to the Constitution of the United States H. Res. 370, Expressing the sense of the House of Representatives supporting the Federal workforce H. Res. 544, Acknowledging and apologizing for the mistreatment of, and discrimination against, lesbian, gay, bisexual, and transgender individuals who served the United States in the armed Forces, the Foreign Service, and the Federal civil service S. Res. 275, A resolution acknowledging and apologizing for the mistreatment of, and discrimination against, lesbian, gay, bisexual, and transgender individuals who served the United States in the Armed Forces, the Foreign Service, and the Federal civil service H. Res. 766, Recognizing law enforcement officers who have tragically passed away from COVID-19 pandemic H. Res. 937, Recognizing the duty of the Federal Government to preserve liberty by operating within the enumerated powers in the Constitution of the United States and its founding principles H. Res. 1367, Providing for the consideration of the bill (H.R. 82) to amend title II of the Social Security Act to repeal the Government pension offset and windfall elimination provisions H.R. 5, Equality Act S. 393, Equality Act H.R. 25, Fair Tax Act of 2021 H.R. 51, Washington, D.C. Admission Act S. 51, Washington, D.C. Admission Act H.R. 82, Social Security Fairness Act of 2021 S. 1302, Social Security Fairness Act H.R. 103, Bonuses for Cost-Cutters Act of 2021 H.R. 111, Federal Sunset Act of 2021 H.R. 212, COVID PREPARE Act of 2021 H.R. 221, To amend title 5, United States Code, to modify the oath of office taken by individuals in the civil service or uniformed services, and for other purposes H.R. 222, Election Day Holiday Act of 2021 H.R. 236, To nullify the effect of Executive Order 13950 relating to combating race and sex stereotyping H.R. 244, Executive Branch Conflict of Interest Act H.R. 269, Putting Our Resources Toward Security (PORTS) Act H.R. 302, PPSA Act S. 4702, PPSA Act of 2022 H.R. 304, Equal COLA Act S. 4221, Equal COLA Act H.R. 326, Saving the Civil Service Act H.R. 348, Wear Your Mask Act H.R. 353, Security Clearance Improvement Act of 2021 H.R. 356, Federal HIRE Act H.R. 375, No Mask Mandates Act H.R. 393, Federal Firefighter Pay Equity Act H.R. 408, Department of Homeland Security Mentor-Protege Program Act of 2021 H.R. 490, DHS MORALE Act H.R. 521, First Responder Fair RETIRE Act S. 129, First Responder Fair RETIRE Act H.R. 531, ICE and CBP Body Camera Accountability Act H.R. 564, Comprehensive Paid Leave for Federal Employees Act S. 1158, Comprehensive Paid Leave for Federal Employees Act H.R. 916, REDUCE Act H.R. 938, Wildland Firefighter Recognition Act S. 1221, Wildland Firefighters Recognition Act H.R. 962, Law Enforcement Officers Equity Act S. 1888, Law Enforcement Officers Equity Act H.R. 967, Federal Skills Act H.R. 978, Chai Suthammanont Remembrance Act of 2021 S. 2343, Chai Suthammanont Remembrance Act of 2021 H.R. 8466, Chai Suthammanout Remembrance Act of 2022 H.R. 1136, Federal Jobs Act H.R. 1200, Stop CHEATERS Act S. 1857, Stop CHEATERS Act H.R. 1224, Merit Systems Protections Board Empowerment Act of 2021 H.R. 1272, COST of Relocation Act S. 392, COST of Relocations Act H.R. 1459, Ultra-Millionaire Tax Act of 2021 S. 510, Ultra-Millionaire Tax Act of 2021 H.R. 1468, Securities and Exchange Commission Real Estate Leasing Authority Revocation Act H.R. 1481, Cost of Police Misconduct Act of 2021 S. 540, Cost of Police Misconduct Act of 2021 H.R. 1690, Defending Our Defenders Act H.R. 1922, Merit Systems Protection Board Reauthorization Act of 2021 H.R. 2042, Federal Employee Access to Information Act S. 845, Federal Employee Access to information Act H.R. 2104, RECAL Act H.R. 2199, Federal Agency Sunset Commission Act of 2021 H.R. 2231, Shielding All Federal Employees and Consumers from Actionable Recall Situations Act of 2021 H.R. 2337, Public Servants Protection and Fairness Act of 2021 H.R. 2345, Federal Government Decentralization Commission Act H.R. 2414, Keep Vaccines Voluntary Act H.R. 2499, Federal Firefighters Fairness Act of 2021 S. 1116, Federal Firefighters Fairness Act of 2021 H.R. 2566, No TikTok on Government Devices Act S. 1143, No TikTok on Government Devices Act H.R. 2589, Family Medical Leave Modernization Act S. 1185, Family Medical Leave Modernization Act H.R. 2617, Performance Enhancement Reform Act H.R. 2744, Hazardous Duty Pay for Frontline Workers Act H.R. 2776, Border Patrol Agent Pay Reform Amendments Act of 2021 H.R. 2954, Securing a Strong Retirement Act of 2021 H.R. 2988, Whistleblower Protection Improvement Act of 2021 H.R. 3000, Inspire to Serve Act of 2021 H.R. 3028, LPOE Modernization Trust Fund Act H.R. 3040, Pandemic Leave Extension Act H.R. 3045, No Regulation Through Litigation Act of 2021 H.R. 3050, Kenneth Meisel Public Servants' Claimant Fairness Act H.R. 3070, COPS Counseling Act H.R. 3079, Protect and Serve Act of 2021 S. 774, Protect and Serve Act of 2021 H.R. 3080, Back the Blue Act of 2021 S. 1599, Back the Blue Act of 2021 H.R. 3086, Locality Pay Equity Act of 2021 S. 1561, Locality Pay Equity Act of 2021 H.R. 3096, Federal Law Enforcement Officer Service Weapon Purchase Act S. 4150, Federal Law Enforcement Service Weapon Purchase Act H.R. 3172, HELPER Act of 2021 S. 2981, HELPER Act of 2021 H.R. 3179, Stop CRT Act H.R. 3235, To restrict executive agencies from acting in contravention of Executive Order 13950 H.R. 3249, Contents of Our Character Act of 2021 H.R. 3295, Prohibiting TSP Investment in China Act S. 1665, Prohibiting TSP Investment in China Act H.R. 3338, Enhanced Whistleblower Engagement Act H.R. 3351, To amend title 5, United States Code, to correct a legislative drafting error in such title, to eliminate the reduction in pay of a Federal employee or D.C. employee as a result of such employee serving as a member of the National Guard of the District of Columbia, and for other purposes H.R. 3367, Gold Star Children Act H.R. 3499, MERIT Act H.R. 3533, To establish occupational series for Federal positions in software development, software engineering, data science, and data management, and for other purposes H.R. 3553, TSP Act S. 1742, TSP Act H.R. 3557, Homeland Security Improvement Act H.R. 3609, Trust in Public Service Act S. 1934, Trust in Public Service Act H.R. 3610, Flexibility in Working Families Act H.R. 3768, Federal Employee Disclosure (FED) Transparency Act H.R. 3924, U.S. Park Police Modernization Act H.R. 4031, Retain Skilled Veterans Act S. 2161, Retain Skilled Veterans Act H.R. 4094, One-Stop Pilot Program Act of 2021 H.R. 4105, Restoring Northern Border Travel Act H.R. 4138, CBP Workload Staffing Model Act H.R. 4268, Federal Retirement Fairness Act H.R. 4274, Wildland Firefighter Fair Pay Act H.R. 4315, Fair COLA for Seniors Act of 2021 H.R. 4349, Department of Homeland Security Office for Civil Rights and Civil Liberties Act H.R. 4357, DHS Reform Act of 2021 H.R. 4389, New Collar Jobs Act of 2021 H.R. 4396, Holding SSA Employees Accountable Act H.R. 4448, Administrative Law Judges Competitive Service Restoration Act H.R. 4576, Support Through Loss Act S. 2390, Support Through Loss Act H.R. 4594, Restoring Brand USA Act S. 2424, Restoring Brand USA Act H.R. 4604, To allow certain individuals with prior service under the District of Columbia retirement system to make deposits towards annuities under the Civil Service Retirement System and the Federal Employees Retirement System, and for other purposes H.R. 4666, Public Service Loan Forgiveness Modernization Act H.R. 4688, Federal Agency Customer Experience Act of 2021 S. 671, Federal Agency Customer Experience Act of 2021 H.R. 4724, Strengthening Loan Forgiveness for Public Servants Act S. 2478, Strengthening Loan Forgiveness for Public Servants Act H.R. 4725, No Student Loan Interest Act H.R. 4728, Thirty-Two Hour Workweek Act H.R. 4773, Consumer Financial Protection Commission Act H.R. 4788, Wellbeing for Every Public Servant Act of 2021 H.R. 4818, National Digital Reserve Corps Act H.R. 4840, End Misleading Cultural Exchanges Act H.R. 4884, Employee Rights and Freedoms Act H.R. 4934, Equal Pay for Equal Work Act S. 2591, Equal Pay for Equal Work Enforcement Act H.R. 5031, Sarah Grace-Farley-Klinger Act H.R. 5057, Return Act S. 2681, Return Act H.R. 5092, To prohibit the Federal Government from requiring any citizen to be vaccinated, including Federal agencies from requiring its employees to take any vaccination, without the citizen being fully advised in writing of all known potential risks from the vaccine and consultation with a physician followed by the voluntary informed consent of the citizen, and for other purposes H.R. 5106, To prohibit an entity that receives Federal funds from the COVID relief packages from mandating employees receive a COVID-19 vaccine, and for other purposes H.R. 5113, REMEDI Act H.R. 5138, Federal Cybersecurity Workforce Expansion Act S. 2274, Federal Cybersecurity Workforce Expansion Act H.R. 5206, To require the Internal Revenue Service to issue a report on the tax gap, to establish a fellowship program within the Internal Revenue Service to recruit mid-career tax professionals to create and participate in an audit task force, and for other purposes S. 2721, To require the Internal Revenue Service to issue a report on the tax gap, to establish a fellowship program within the Internal Revenue Service to recruit mid-career tax professionals to create and participate in an audit task force, and for other purposes H.R. 5238, Grandparent-Grandchild Medical Leave Act H.R. 5274, PREVENT ACT of 2021 H.R. 5282, Care for our Firefighters Act H.R. 5283, Housing for our Firefighters Act H.R. 5287, COVID-19 Vaccine Developers Gold Medal Act H.R. 5303, September 11 Day of Remembrance Act S. 2735, September 11 Day of Remembrance Act H.R. 5314, Protecting Our Democracy Act H.R. 5360, Freedom from Mandates act H.R. 5364, Protect Taxpayers' Privacy Act H.R. 5408, A bill for the relief of Michael Janssen and Steven Passantino S. 3442, A bill for the relief of Michael Janssen and Steven Passantino H.R. 5450, To prohibit the use of Federal funds to implement or enforce a COVID-19 vaccine mandate, and for other purposes H.R. 5456, Federal Employees Civil Relief Act S. 2900, Federal Employees Civil Relief Act H.R. 5464, No Taxation Without Congressional Consent Act H.R. 5477, Federal Agency Climate PREP Act S. 3156, Federal Agency Climate PREP Act of 2021 H.R. 5494, Protect Peaceful Protests Act H.R. 5513, No Clearance for Terrorists Act H.R. 5585, Advanced Research Project Agency-Health Act H.R. 5590, Natural Immunity is Real Act H.R. 5592, FREEDOM Act H.R. 5613, Let Me Travel America Act S. 2847, Let Me Travel America Act H.R. 5616, DHS Basic Training Accreditation Improvement Act of 2021 H.R. 5631, Tim Hart Wildland Firefighter Classification and Pay Parity Act H.R. 5637, Meeting our Seniors' Social Security Needs Act H.R. 5642, Follow Accepted Science Together Act of 2021 H.R. 5662, SWAMP Act H.R. 5682, CBP Donations Acceptance Program Reauthorization Act H.R. 5683, Department of Homeland Security Border Support Services Contracts Review Act H.R. 5686, Don't Jab Me Act S. 2840, Don't Jab Me Act H.R. 5687, Backing the Independent Decisions of Employees against Nefarious Mandates Act of 2021 H.R. 5712, Drain the Swamp Act of 2021 H.R. 5717, Stop the SURGE Act H.R. 5723, Social Security 2100: A Sacred Trust S. 3071, Social Security 2100: A Sacred Trust H.R. 5737, Social Security for Future Generations Act of 2021 H.R. 5741, Options Over Terminations Act H.R. 5744, Customer Non-Discrimination Act H.R. 5811, No Vaccine Mandate Act H.R. 5816, National Informed Consent Exemption (NICE) Act H.R. 5824, Mandating Responsibility Act H.R. 5829, COVID-19 Individual Liberty Act of 2021 H.R. 5834, Equal Treatment of Public Servants Act of 2021 H.R. 5835, Defund Federal Vaccine Mandates Act H.R. 5842, Ending the Monopoly of Power Over Workplace Harassment through Education and Reporting Act H.R. 5860, Keeping Our COVID-19 Heroes Employed Act S. 3079, Keeping Our COVID-19 Heroes Employed Act H.R. 5866, Protection of Social Security Benefits Restoration Act S. 3177, Protection of Social Security Benefits Restoration Act H.R. 5903, HERD Act S. 3095, HERD Act of 2021 H.R. 5908, Stop Vaccine Mandates Act S. 2879, Stop Vaccine Mandates Act H.R. 5927, Veterans' Preference Parity Act H.R. 5978, Exemptions for Critical Workers Act H.R. 5994, BE HEARD in the Workplace Act S. 3219, BE HEARD in the Workplace Act H.R. 6009, Pandemic Cessation Act H.R. 6031, HEALING Mothers and Fathers Act S. 3253, HEALING Mothers and Fathers Act H.R. 6062, Hatch Act Accountability Act H.R. 6066, Strengthening the Office of Personnel Management Act H.R. 6085, Fair Pay for All Act of 2021 H.R. 6087, Improving Access to Workers Compensation for Injured Federal Workers Act H.R. 6104, Building the Next Generation of Federal Employees Act H.R. 6105, To terminate the public health emergency with respect to COVID-19 on December 25, 2021 H.R. 6107, Stop Corporate Capture Act H.R. 6113, Employee Privacy Act H.R. 6170, No COVID-19 Vaccination Mandate Act of 2021 H.R. 6185, Bivens Act of 2021 S. 3343, Bivens Act of 2021 H.R. 6212, Taiwan Preclearance Act S. 3312, Taiwan Preclearance Act H.R. 6223, BASE Act H.R. 6257, SAFER Travel Act H.R. 6264, POLICE Act of 2021 H.R. 6275, To prohibit the use of Federal funds to administer a COVID-19 vaccine to officers and employees of the U.S. Border Patrol, U.S. Immigration and Customs Enforcement, or certain Department of the Interior officers and employees or require that such officers and employees receive a vaccine as a condition of employment H.R. 6288, To establish certain protections for members of the Armed Forces who refuse to receive vaccinations against COVID-19 H.R. 6304, Stop Federal Vaccine Mandates for Employees Act H.R. 6327, Constitutional Accountability Act S. 3415, Constitutional Accountability Act H.R. 6333, To prohibit the use of Federal funds to establish, or support any national database identifying individuals as having received or not received any vaccine H.R. 6395, No Mandates Act H.R. 6398, FAIR Act S. 3518, FAIR Act H.R. 6409, Repeal CFPB Act S. 1090, Repeal CFPB Act H.R. 6492, Climate Resilience Workforce Act H.R. 6502, Religious Freedom Over Mandates Act H.R. 6579, Teamwork for Employees and Managers Act of 2022 S. 3585, Teamwork for Employees and Managers Act of 2022 H.R. 6581, Bipartisan Social Security Commission Act of 2022 H.R. 6590, Senior Citizens Tax Elimination Act H.R. 6594, Protecting Federal Agencies and Employees from Political Interference Act of 2022 H.R. 6609, FACE Act H.R. 6670, Schedules That Work Act S. 3642, Schedules That Work Act H.R. 6674, To prohibit Internal Revenue Service from requiring individuals to submit biometric information or geolocation information to access online services, and for other purposes H.R. 6694, STOCK Act 2.0 S. 3612, STOCK Act 2.0 H.R. 6733, Ban IRS Biometrics Act S. 3599, Ban IRS Biometrics Act H.R. 6800, IRS PRIORITIES Act of 2022 H.R. 6837, No TikTok on Department of Homeland Security Devices Act H.R. 6844, Restoring Trust in Public Servants Act H.R. 6924, Pandemic Payroll Tax Suspension Act H.R. 6932, Federal Employees Short-Term Disability Insurance Act of 2022 H.R. 6938, Job Protection Act S. 3748, Job Protection Act H.R. 6941, Territorial Representation in the Senate Act H.R. 6957, To expand opportunities for employment of recent graduates in Federal Government positions, and for other purposes H.R. 6966, Better Service for Taxpayers Act H.R. 6967, Chance to Compete Act of 2022 S. 3423, Chance to Compete Act of 2021 H.R. 7036, Preventing Abusive Government Efforts Act H.R. 7113, TSP Act of 2022 H.R. 7134, Taxpayers DIME Act of 2022 H.R. 7260, Comprehensive Southern Border Strategy Act H.R. 7287, Anti-Border Corruption Improvement Act H.R. 7365, Flexibility for Workers Education Act H.R. 7376, Honoring Civil Servants Killed in the Line of Duty Act S. 3474, Honoring Civil Servants Killed in the Line of Duty Act S. 3487, Honoring Civil Servants Killed in the Line of Duty Act H.R. 7423, America Reopens Act H.R. 7459, DHS Rural and Remote Hiring and Retention Strategy Act of 2022 H.R. 7465, PSLF Payment Completion Fairness Act H.R. 7485, Simplify, Don't Amplify the IRS Act H.R. 7489, Time Off to Vote Act H.R. 7530, Student Loan Borrower Relief Act H.R. 7540, Safe Workplaces Act H.R. 7557, Department of the Treasury Officer Protection Act of 2022 H.R. 7567, To amend chapter 77 of title 5, United States Code, to clarify certain due process rights of Federal employees serving in sensitive positions, and for other purposes H.R. 7657, RECOVER Act of 2022 H.R. 7720, SWAMP Act S. 4197, SWAMP Act of 2022 H.R. 7723, To amend the American Rescue Plan Act of 2021 to extend the availability of paid leave for Federal employees for purposes relating to COVID-19, and for other purposes H.R. 7770, Life Saving Leave Act H.R. 7799, Public Servant Protection Act of 2022 H.R. 7804, Law Enforcement Officer Safety and Security Act of 2022 H.R. 7835, SHOW UP Act of 2022 H.R. 7852, Federal Employees Sustainable Investment Act H.R. 7896, No ESG at TSP Act S. 5000, No ESG at TSP Act H.R. 7900, National Defense Authorization Act for Fiscal Year 2023 S. 4543, James M. Inhofe National Defense Authorization Act for Fiscal Year 2023 H.R. 7951, Telework Metrics and Cost Savings Act H.R. 8040, People Over Pentagon Act of 2022 H.R. 8086, Conservation Jobs Act of 2022 H.R. 8087, LEO Fair Retirement Act of 2022 H.R. 8098, To limit eligibility for public service loan forgiveness to borrowers of Federal student loans with incomes below a certain maximum threshold, and for other purposes H.R. 8212, To rescind the Executive Order on Advancing Equality for Lesbian, Gay, Bisexual, Transgender, Queer, and Intersex Individuals, and for other purposes H.R. 8283, Federal Employee Student Debt Transparency Act H.R. 8330, Strengthening and Improving Public Service Loan Forgiveness Act of 2022 H.R. 8368, Tax Filing Simplification Act of 2022 S. 4508, Tax Filing Simplification Act of 2022 H.R. 8464, To require certain agencies in the executive branch of the Federal government to conduct a study on duplicative functions, and for other purposes H.R. 8550, Public Service Reform Act H.R. 8610, Health Security and Countering Weapons of Mass Destruction Act S. 4465, Offices of Countering Weapons of Mass Destruction and Health Security Act of 2022 H.R. 8640, To require the Commissioner of U.S. Customs and Border Protection to establish procedures for conducting maintenance and repair projects at ports of entry at which the Office of Field Operations conducts certain enforcement activities, and for other purposes S. 3903, A bill to require the Commissioner of U.S. Customs and Border Protection to establish procedures for conducting maintenance projects at ports of entry at which the Office of Field Operations conducts certain enforcement and facilitation activities H.R. 8742, RETURN Act S. 3727, RETURN Act H.R. 8759, Bureaucrats to the Border Act H.R. 8763, Federal Retirement Thrift Investment Board Inspector General Act of 2022 H.R. 8772, Block the Tok Act H.R. 9054, End Lockdowns and Vaccine Mandates Act H.R. 9065, Student Loan Earned Relief Act H.R. 9097, Public Service Reward Act H.R. 9125, Safe Leave for Victims of Domestic Violence Act H.R. 9189, Border Airport Enhancement Act of 2022 H.R. 9216, PORTFOLIO Act H.R. 9233, Trust in Government Act of 2022 H.R. 9253, GORAC Act H.R. 9341, IRS Funding Accountability Act S. 5100, IRS Funding Accountability Act H.R. 9351, NRC Survey Act H.R. 9389, To amend title 10, United States Code, to restrict the Secretary of Defense from paying or reimbursing expenses relating to abortion services H.R. 9390, Stop Corporate Capture Act H.R. 9398, U.S. Customs and Border Protection Behavioral Health Act H.R. 9406, Customs and Border Protection Crisis Hardship and Incentive Pay Act of 2022 H.R. 9409, MERIT Act of 2022 H.R. 9465, Civil Service Federal Employee Serving Overseas Pay Equity Act H.R. 9473, To require the Commissioner of U.S. Customs and Border Protection to regularly review and update policies and manuals related to inspections at ports of entry H.R. 9514, To amend the Internal Revenue Code of 1986 to allow for the inclusion of additional expenses in dependent care FSAs, and for other purposes H.R. 9550, TAPS Act H.R. 9613, Preventing Improper Payments Act H.R. 9628, PEACE Act of 2022 S. 5309, PEACE Act of 2022 S. Res. 334, A resolution memorializing those impacted by and lost to the COVID-19 virus. S. Res. 828, A resolution recognizing the end of the COVID-19 pandemic for Federal employees, servicemembers, and contractors S. 191, FALSE Act S. 489, Federal Employees and Retirees with Delinquent Tax Debt Initiative (FERDI) Act S. 1227, CFPB Pay Fairness Act of 2021 S. 1257, AI Scholarship-for-Service Act S. 1324, Civilian Cyber Security Reserve Act S. 1330, Facilitating Federal Employee Reskilling Act S. 1528, Fair Access for Individuals to Receive Leave Act S. 1650, Protect Our Heroes Act of 2021 S. 1745, GENE Act S. 1934, Trust in Public Service Act S. 1993, TSP Fiduciary Security Act S. 2160, RECAL Act of 2012 S. 2196, Restoring Northern Border Travel Act S. 2221, END CRT Act S. 2222, Protect Taxpayers' Privacy Act S. 2225, Federal Skills Act S. 2247, A bill to protect Federal judges, Federal prosecutors, and Federal law enforcement officers from violence and doxing. S. 2248, A bill to increase the penalties for making personal information about a Federal law enforcement officer or other Federal officer available to the public S. 2252, A bill to increase the penalties for ambushing a law enforcement officer S. 2253, A bill to establish a separate criminal offense for targeting an individual based on their status as law enforcement officer S. 2260, A bill to increase the maximum penalties for assaulting Federal officers by 50 percent S. 2282, Unity through Service Act of 2021 S. 2346, Stop CRT Act S. 2527, Disclose Government Censorship Act S. 2532, Congressional Whistleblower Protection Act of 2021 S. 2551, AI Training Act S. 2773, Unleashing American Innovators Act of 2021 S. 2782, Acting on the Annual Duplication Report Act of 2021 S. 2848, Your Health Comes First Act S. 2849, Prohibiting Forced Vaccination for COVID-19 Act S. 2850, Biden Can't Force Me Act S. 2888, U.S. Air Travel Public Safety Act S. 2895, Prevent Unconstitutional Vaccine Mandates for Interstate Commerce Act S. 2935, Parental Bereavement Act of 2021 S. 2955, Department of Defense Improved Hiring Act S. 2987, Denying Pensions to Convicted Child Molesters Act of 2021 S. 3070, Safeguarding American Families and Expanding Social Security Act of 2021 S. 3076, Ban Conflicted Trading at the Fed Act S. 3081, Tax Free Education Act of 2021 S. 3160, Border Accountability, Oversight, and Community Engagement Act S. 3190, Judgment Fund Accountability Act of 2021 S. 3243, Protecting Our Federal Workforce from Forced COVID-19 Vaccination Act S. 3378, Congressional Review of Agency Legal Settlements Act of 2021 S. 3659, Supporting Essential Workers in Retirement Act S. 3668, No Facial Recognition at the IRS Act S. 3694, Continuing Safe Essential Travel Across our Border Act of 2022 S. 3799, PREVENT Pandemics Act S. 3819, ARPA-H Act S. 3850, Securing America's Ports of Entry Act S. 3868, U.S. Customs and Border Protection Officer Retirement Technical Corrections Act S. 4027, Inspired to Serve Hiring Improvements Act S. 4199, Retirement Annuity Supplement Clarity Act S. 4253, Student Loan Accountability Act S. 4342, ASAP Forgiveness Act S. 4345, Simplifying and Strengthening Public Service Loan Forgiveness Act S. 4427, Checks and Balances Act S. 4518, Solving the Border Crisis Act S. 4572, Non-Intrusive Inspection Expansion Act S. 4828, Governmentwide Executive Councils Administration and Performance Improvement Act S. 4832, Increase Reliable Services Now S. 4894, Improving Government Efficiency and Workforce Development through Federal Executive Boards Act of 2022 S. 4910, Federal Human Capital Transparency Act S. 4911, Hiring Proven Performers to the Civil Service Act S. 5114, PREVENT Act of 2022 S. 5136, Protecting Family Caregivers from Discrimination Act of 2022 S. 5311, IRS Customer Service and Transformation Act of 2022

Client expense: $270,000 · Firm income: Not reported

Government targets: Commodity Futures Trading Commission (CFTC), Consumer Financial Protection Bureau (CFPB), Energy, Dept of, Federal Communications Commission (FCC), Federal Retirement Thrift Investment Board, Food & Drug Administration (FDA), General Services Administration (GSA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Internal Revenue Service (IRS), Merit Systems Protection Board, Natl Credit Union Administration (NCUA), Natl Park Service (NPS), Office of Management & Budget (OMB), Office of Personnel Management (OPM), Office of Special Counsel, Office of the Comptroller of the Currency (OCC), Patent & Trademark Office (PTO), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, U.S. Customs & Border Protection, White House Office

Social Security disability determination process. S 2108, HR 4003, HR 5723, S 3071, S 4102

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

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

ISSUE Investment Advice Standard of Conduct HR 699, Mutual Fund Litigation Reform Act - amend the Investment Company Act of 1940 to provide complaint and burden of proof requirements for certain actions for breach of fiduciary duty HR 725/S 153, Personalized Care Act - amend the Internal Revenue Code of 1986 to expand and improve health savings accounts, and for other purposes. HR 984, Retirement Inflation Protection Act - allows the basis of certain assets to be adjusted for inflation solely for the purpose of determining the gain or loss. S 380, Health Savings Act - modifies the requirements for health savings accounts (HSAs). HR 1584, Protecting Retirement Savers and Everyday Investors Act - impose a limitation on taxation and fees on transactions by certain securities industry participants. HR 1618/S 606, RESPOND Act - require the FRB and SEC to issue an annual report on the economic costs caused by the impacts of climate change, to require the Federal Retirement Thrift Investment Board to establish a Federal Advisory Panel on the Economics of Climate Change. S 1443Retirement Parity for Student Loans Act -- allows certain employer-sponsored retirement plans to make matching contributions for an employee's student loan payments HR 2951 To direct the Secretary of the Treasury to modify Treasury Regulations relating to insurance-dedicated exchange-traded funds - enables ETFs as investment option in variable insurance products HR 2944 Reducing the Maximum Service Requirement for Long-term Part-time Workers to Make Elective Deferrals to 401(k) Plans Act -- to reduce the retirement plan period of service requirements for long-term, part-time employees. S 1703Improving Access to Retirement Savings Act of 2021 -- to increase retirement savings, to improve retirement plan administration, and for other purposes. S 1770Retirement Security & Savings Act -- to increase retirement savings, to improve retirement plan administration, and for other purposes. HR 3387/S 1762 Financial Factors in Selecting Retirement Plan Investment Act -- to permit retirement plans to consider certain factors in investment decisions. S 1272SIMPLE Plan Modernization Act -- increases the contribution limits for certain SIMPLE IRAs and modifies the requirements for replacing SIMPLE IRAs with 401(k) plans. HR 2741 Public Service Retirement Fairness Act -- To modify rules relating to 403(b) plans. HR 4262 Increasing Investor Opportunities Act - To amend the Investment Company Act of 1940 to prohibit limitations on closed-end companies investing in private funds S 2206Young American Savers Act of 2021 - directs the Department of the Treasury to establish as a permanent program the Federal Child Savings Account Program HR 4289 Well-Being Insurance for Seniors to be at Home (WISH) Act - to provide for long-term care insurance benefits HR 2913/S 2452 Encouraging Americans to Save Act - to provide matching payments for retirement savings and establish MyRA HR 4678/S 2446 Womens Retirement Protection Act of 2021 - to provide for greater spousal protection under defined contribution plans HR 5334/S 2870 Portable Retirement and Investment Account (PRIA) Act of 2021 - to establish portable retirement accounts S 2602,Retirement Security Flexibility Act of 2021 - modifies the nondiscrimination requirements that apply to certain employer-sponsored 401(k) retirement plans that include automatic contribution arrangements HR 2265, Financial Exploitation Prevention Act - allows for the delay of the redemption of a security issued by an open-end investment management company if the company or transfer agent reasonably believes the redemption involves the financial exploitation HR 5723, Social Security 2100 Act: A Sacred Trust - protect our Social Security system and improve benefits for current and future generations HR 4865/S 3198, Registration for Index Linked Annuities (RILA) Act - direct SEC to revise any rules necessary to enable issuers of index-linked annuities to register on a form tailored specifically to registered index-linked annuities S 2583 Disaster Retirement Savings Act - amend the Internal Revenue Code of 1986 to provide for rules for the use of retirement funds in connection with federally declared disasters. S 2601Strengthening Financial Security Through Short-Term Savings Accounts Act of 2021 -- allows employers to enroll employees in short-term savings accounts that are funded using automatic contributions deducted from participating employees' wages. HR 6746 Lifetime Income for Employees Act -- allows fiduciaries of pension plans to make default investment arrangements in annuity contracts HR 6782/S 3712 Auto Reenroll Act of 2022 -- allows sponsors of automatic contribution arrangements to reenroll their employees HR 5877/S 3746 Pension Risk Transfer Accountability Act of 2021 -- requires the Department of Labor to review pension risk transfer standards HR 6912 Pooled Employer Plan (PEP) Fix Act -- to require that named fiduciaries collect contributions to pooled employer plans HR 7107/S 2415 Long-Term Care Affordability Act -- allows the use of tax-exempt retirement plan distributions to pay for long-term health care insurance HR 7146/S 1870 Enhancing Emergency and Retirement Savings Act of 2022 -- permits penalty-free distributions, up to $1,000, from tax-exempt retirement plans for emergency personal expenses, limited to one distribution in a calendar year HR 2954 Securing a Strong Retirement of 2022 -- makes various changes with respect to employer-sponsored retirement plans, including providing for the automatic enrollment of employees in certain plans and increasing the age at which participants are required to begin receiving mandatory distributions. HR 7310, Protecting America's Retirement Security Act -- To protect Americas retirement security S 3955, Starter-K Act of 2022 -- allows employers who do not provide a retirement plan to establish a starter 401(k) deferral-only arrangement for plan years beginning after 2022 HR 7284, Informed Savers Act -- requires the Department of Labor to review the fee disclosure requirements associated with the administration of defined contribution retirement plans S 4086,Increasing Small Business Retirement Choices Act -- amend the Employee Retirement Income Security Act of 1974 to better enable plan sponsors to implement beneficial plan features S 4087, Information Needed for Financial Options Risk Mitigation (INFORM) Act -- require pension plans that offer participants and beneficiaries the option of receiving lifetime annuity payments as lump sum payments, to meet certain notice and disclosure requirements S 4103, Helping Parents Save for College Act of 2022 -- allows a retirement savings tax credit for contributions to any qualified tuition program (e.g., a 529 qualified tuition plan). It also permits a rollover of unused contributions to a ROTH IRA savings account S 4147, Financial Freedom Act -- prohibit the Secretary of Labor from constraining the range or type of investments that may be offered in individual retirement accounts S 4154, Simplifying Small Business Retirement Savings Act -- provide better access to retirement plans through small businesses S 4153, Incentivizing Small Business Retirement Savings Act -- allows eligible small employers an additional pension plan startup cost tax credit HR 7740/S 4219, Employee and Retiree Access to Justice Act - limit mandatory arbitration agreements under ERISA ISSUE, Davis-Bacon Benefits Proposed Rule DOL S 4241, INDEX Act -- to require investment advisers for passively managed funds to arrange for pass-through voting of proxies HR 7594/S 4097, Too Narrow to Succeed Act - instruct DOL to conduct a survey of best practices for increasing the diversity of the asset management firms that invest American workers retirement plan funds S 4310, Emergency Savings Act of 2022 -- allow employers to offer pension-linked emergency savings accounts for financial emergencies S 4353, RISE and SHINE Act -- amend the Employee Retirement Income Security Act of 1974 and the Internal Revenue Code of 1986 to improve retirement plan provisions S 4361, Savvy Savers Act -- require reports to Congress on reporting and disclosure requirements related to retirement plans S 4102 SSI Savings Penalty Elimination Act - increases resource limits used to determine eligibility for the Supplemental Security Income (SSI) program HR 8521/S 4241 INDEX Act - guidelines for passively managed funds (e.g., index funds) that vote shares on behalf of fund investors in proxy shareholder votes S 4613 Maximize Americans Retirement Security Act - clarify the fiduciary duty of plan administrators to select and maintain investments based solely on pecuniary factors HR 8579 Retirement Protection Act of 2022 - increase retirement savings, simplify and clarify retirement plan rules S 4808 EARN Act - to reform retirement provisions S 4973 Retirement Savings Modernization Act - amend the Employee Retirement Income Security Act of 1974 to clarify the fiduciary duties regarding asset classes. HR 9252/ S 4406 Advancing Auto Portability Act - allows employees to transfer their retirement account upon terminating their employment to a similar account with a new employer. HR 9462/S 5271 Retirement Savings for Americans Act - establish the American Worker Retirement Plan HR 2617 Consolidated Appropriations Act, 2023 - to fund the government for through FY23, includes various retirement security provisions

Client expense: $810,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Social Security Cost of Living Adjustment (H.R. 4315, H.R. 4921, H.R. 5723, S. 3071), Social Security Reform (H.R. 5723, S.3071), Repeal of the Windfall Elimination Provision and the Government Pension Offset H.R. 82, S.1302), High cost of prescription drugs, Special Stimulus for Social Security Recipients.

Client expense: Not reported · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 82, the Social Security Fairness Act H.R. 3822, the ASSET Act H.R. 4003/S. 2108, the Work Without Worry Act H.R. 4143, the Know Your Social Security Act H.R. 4315, the FAIR COLA for Seniors Act H.R. 5050, the Social Security Improvement Act H.R. 5215, the Social Security Stabilization and Enhancement Act H.R. 5723/S. 3071, the Social Security 2100 - A Sacred Trust Act H.R. 6583/S. 3575, the Stop the Wait Act of 2022 H.R. 8005, the Social Security Expansion Act S. 1809, the ASSET Act S. 2065, the Supplemental Security Income Restoration Act of 2021 S. 4102, the SSI Savings Penalty Elimination Act H.J. Res. 38, Disapproving the Rule Submitted by the Social Security Administration Relating to Hearings Held by Administrative Appeals Judges of the Appeals Council

Client expense: $77,879 · Firm income: Not reported

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

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 Status 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. Proposals regarding the Social Security Windfall Elimination Provision 10. Proposals regarding the Social Security Government Pension Offset 11. H.R. 82, Social Security Fairness Act of 2021, entire bill 12. S. 1302, Social Security Fairness Act, entire bill 13. S. 1772, Surviving Widow(er) Income Fair Treatment Act of 2021, or the SWIFT Act", entire bill 14. S. 1099, Protecting Married Seniors From Impoverishment Act, entire bill 15. H.R. 4921, Strengthening Social Security Act of 2021, entire bill 16. H.R. 5637, Meeting our Seniors Social Security Needs Act, entire bill 17. H.R. 5723, Social Security 2100: A Sacred Trust, entire bill 18. S. 3070, Safeguarding American Families and Expanding Social Security Act of 2021, entire bill 19. S. 3177, Protection of Social Security Benefits Restoration Act, entire bill 20. Re-opening of and customer service at Social Security field offices 21. Proposals regarding fiduciary rules for advisers of individuals with individual retirement accounts 22. S. 4365, Social Security Expansion Act, entire bill 23. Withdrawal liability provisions in the PBGC Special Financial Assistance Rule

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

Government targets: HOUSE OF REPRESENTATIVES, Pension Benefit Guaranty Corporation (PBGC), SENATE, Social Security Administration (SSA)

Support H.R. 304/S.4221, the Equal COLA Act, to Federal Employees Retirement System Employees (FERS) retirees with the same annual cost-of-living adjustment to their annuity (as a percentage of the annuity) as is provided to Civil Service Retirement System (CSRS) retirees. Support H.R. 82/S. 1302, the Social Security Fairness Act, which would repeal the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO). Support H.R. 2337, the Public Servants Protection and Fairness Act, which would reform the WEP by providing financial relief for current retirees, and provide a new, alternative calculation for future retirees. Support H.R. 4315, the Fair COLA for Seniors Act, to calculate cost-of-living adjustments to federal annuities, Social Security benefits and military retirement annuities based on the CPI-E, a price index measuring consumer spending habits of those age 62 and older. Oppose amendments to the Endless Frontiers Act that would restrict the ability of the Federal Retirement Thrift Investment Board to make decisions as fiduciaries in the best interests of plan participants. Support H.R. 4268, the Federal Retirement Fairness Act, which would allow federal employees who started their careers in temporary positions before transitioning into permanent roles to contribute towards their retirement for the years they held a temporary position. Support H.R. 4788, the Wellbeing for Every Public Servant Act of 2021, to eliminate the windfall elimination provision (WEP) for individuals with a combined monthly benefit (Social Security benefit plus public sector pension) of $5,000 or less. Support H.R. 5723, Social Security 2011: A Sacred Trust, which would expand Social Security benefits, improve the solvency of the Social Security Trust fund, repeal the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO), and provide for numerous other changes to Social Security. Support H.R. 5834, the Equal Treatment of Public Servants Act of 2021, which would reform the Windfall Elimination Provision (WEP) by providing a monthly payment of $100 to current WEP-affected beneficiaries (age 62 or older before 2023) and $50 for an affected spouse or child. Creates a new formula to calculate benefits for future WEP-affected individuals (turning 62 in or after 2023). Support H.R. 2954, the Securing a Strong Retirement Act, due to provisions to increase the age for required minimum distributions and increase the catch-up contribution limit. Support mutual fund window proposed rule by the Federal Retirement Thrift Investment Board (FRTIB).

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

Government targets: Federal Retirement Thrift Investment Board, HOUSE OF REPRESENTATIVES, SENATE

HR 5723 - Social Security 2100: A Sacred Trust HR 82 - Social Security Fairness Act of 2021

Client expense: $790,000 · Firm income: Not reported

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

HR 5723 - Social Security 2100: A Sacred Trust HR 82 - Social Security Fairness Act of 2021

Client expense: $790,000 · Firm income: Not reported

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

House Bills H.R. 842, the Protecting the Right to Organize (PRO) Act of 2021 - oppose. H.R. 1712, the Death Tax Repeal Act - support. H.R. 1381, the Main Street Tax Certainty Act - support. H.R. 3185, the Save Local Business Act - support. Sec. 804 of H.R. 4350, the National Defense Authorization Act for Fiscal Year 2023, Minimum Wage for Employees of Department of Defense Contractors - oppose. H.R. 3725, the Relief and Equity for Small Businesses through Tax (REST) Act - support. H.R. 4558, the Tax Fairness for the Self-Employed Act - support. H.R. 5318, the Commonsense Reporting Act - support. H.R. 5376, the Build Back Better Act - oppose. H.R. 5723, the Social Security 2100: A Sacred Trust - oppose. H.R. 6161, the Employee Retention Tax Credit Reinstatement Act. - support. H.R. 1284, the Fair and Open Competition Act - support. H.R. 5743, the Ensuring Workers Get PAID Act of 2021 - support. H.R. 3425, the Saving Gig Economy Taxpayers Act- support. H.R. 6913, the Stop the Nosy Obsession with Online Payments Act (SNOOP Act) of 2022 - support. H.R. 6852, the Porch Pirates Act of 2022 - support. H.R. 8152, the American Data Privacy and Protection Act - oppose. H.R. 7701, the Wage Theft Prevention and Recovery Act - oppose. H.R. 4395, the Payment Choice Act of 2021 - oppose. H.R. 6833, the Affordable Insulin Now Act - express concern. H.R. 7505, the American Innovation and Choice Online Act of 2022 - support. H.R. 8874, the Credit Card Competition Act of 2022 - support. H.R. 2193, the Asuncion Valdivia Heat Illness and Fatality Prevention Act of 2022 - oppose. Schakowsky amendment #3 to H.R. 7900, the National Defense Authorization Act for Fiscal Year 2023 - oppose. Senate Bills S. 53, the Raise the Wage Act of 2021 - oppose. S. 617, the Death Tax Repeal Act of 2021 - support. S. 480, the Main Street Tax Certainty Act - support. S. 420, the Protecting the Right to Organize (PRO) Act of 2021 - oppose. S. 1636, the Save Local Business Act - support. S. 2239, the Unnecessary Agency Regulations Reduction Act of 2021 - support. S. 403, the Fair and Open Competition Act - support. S. 3074, the Ensuring Workers Get PAID Act of 2021 - support. S. 3889, the Employee Rights Act - support S. 3625, the Employee Retention Tax Credit Reinstatement Act - support S. 3546, the Stop the Nosy Obsession with Online Payments Act (SNOOP Act) of 2022 - support. The Improving Needed Safeguards for Users of Lifesaving Insulin Now (INSULIN Act) - express concern. S. 2992, the American Innovation and Choice Online Act - support. S. 4293, the Pharmacy Benefit Manager Transparency Act of 2022 - support. ENABLERS Act amendment to National Defense Authorization Act - oppose. S. 4674, the Credit Card Competition Act of 2022 - support H.R. 8152, the American Data Privacy and Protection Act - oppose H.R. 5376, the Inflation Reduction Act of 2022. - oppose. Crapo amendment to the Inflation Reduction Act of 2022 to protect small businesses from increased audits - support. Other Issues Transparency in operations of Pharmacy Benefit Managers (PBMs) - support. Revision of the Navigable Waters Protection Rule (NWPR) - oppose. Expansion of Net Investment Income Tax and Extension of Loss Limitation Rules - oppose. Increased competition and transparency for hospital and provider monopolies in healthcare - support. FDA User Fee Reauthorization - Braun Amendment - Small Business user fee waiver - support.

Client expense: $1,010,000 · Firm income: Not reported

Government targets: Environmental Protection Agency (EPA), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Occupational Safety & Health Administration (OSHA), SENATE, Small Business Administration (SBA)

H.R.8005/S.4365, Social Security Expansion Act, Entirety H.R.5723, Social Security 2100, A Sacred Trust, Entirety H.R.82/S.1302, the Social Security Fairness Act of 2021, Social Security Windfall Elimination Provision and Government Pension Offset Monitor the following: S.4353, Retirement Improvement and Savings Enhancement to Supplement Healthy Investments for the Nest Egg Act (RISE and SHINE Act) Entirety Enhancing American Retirement Now Act, Entirety H.R.2337, Public Servants Protection and Fairness Act of 2021, Entirety

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Lobbied for passage of H.R. 5376, the Inflation Reduction Act of 2022. Lobbied in support of H.R. 302, the Preventing a Patronage System Act or the PPSA Act. Lobbied for passage of H.R. 2988, the Whistleblower Protection Improvement Act of 2021, and against including protections for noncareer SES political appointees. Lobbied for passage of H.R. 8873, the Presidential Election Reform Act. Lobbied to amend and improve the Safe Federal Workplaces Act. Lobbied for changes to S. 4623, the AGILE Procurement Act of 2022, to avoid creating loopholes to cost accounting rules for federal contractors. Lobbied in support of H.R. 521, the RETIRE Act of 2021, to provide equitable retirement benefits to first responders and law enforcement officers injured on the job. Lobbied for passage of H.R. 7376/S. 3474, the "Honoring Civil Servants Killed in the Line of Duty Act." Lobbied for passage of H.R. 6967/S. 3423, the "Chance to Compete Act." Lobbied for changes to provisions of H.R. 4521, the "America COMPETES Act." Lobbied in opposition to expanding noncompetitive hiring at the Environmental Protection Agency Office of Research and Development. Lobbied in support for a strong collective bargaining contract with full rights and protections for EPA workers. Lobbied for House passage of H.R. 1, the "For the People Act" to protect the right to vote, especially its inclusion of the "Time Off to Vote Act" and District of Columbia Statehood. Lobbied in support of H.R. 8861, the District of Columbia Home Rule Expansion Act of 2022 eliminating the Congressional review period for D.C. legislation. Lobbied for passage of the "Time Off To Vote Act." Lobbied on behalf of Social Security workforce on agency funding, the collective bargaining agreement, telework, Covid response and return to office space. Lobbied in support of S. 4365/ H.R. 8005, the "Social Security Expansion Act" to expand Social Security benefits, improve solvency and repeal GPO and WEP. Supported Senate letter to president urging appointments for SSAs Commissioner and Deputy Commissioner positions. Lobbied on behalf of S. 4421/H.R. 304, the "Equal COLA Act" to achieve parity between the cost-of-living adjustment to an annuity under the Federal Employees Retirement System and an annuity under the Civil Service Retirement System. Lobbied in support of H.R. 6398 /S. 3518, the "Federal Adjustment of Income Rates (FAIR) Act" to increase pay for federal employees by 5.1%. Lobbied against S. 3672 RETURN Act and its provisions that would abrogate collective bargaining agreements. Lobbied for S.Res. 275 introduced by Senator Tim Kaine (D-VA) acknowledging the mistreatment of LGBTQ individuals in all levels of federal service. Specifically, this resolution would apologize for the mistreatment of, discrimination against, lesbian, gay, bisexual, and transgender individuals who served in the United States Armed Forces, Foreign Service and Federal civil service. Lobbied in support of H.R. 7951, the "Telework Metrics and Cost Savings Act" to encourage expanded telework and ensure managers are informed as to its benefits and use. Lobbied against S. 471, the "Members of Congress Pension Opt Out Clarification Act" that undermines the value of the earned benefit of the retirement annuity in federal service and politicizes its acceptance by members of Congress. Lobbied in support of H.R. 903 and S. 1856, the "Rights for the Transportation Security Administration Workforce Act," which would grant Transportation Security Officers (TSOs) rights under Title 5 of the U.S. code and for inclusion of the legislations provisions in the FY2023 National Defense Authorization Act. Lobbied in support of the President's FY 2023 budget request for GS-level pay from Transportation Security Officers and an end to the diversion of the passenger security fee and lobbied this issue in the FY 2023 Homeland Security Appropriations bill. Lobbied in support of the "Honoring Our Fallen TSA Officers Act," H.R. 2616, granting public safety officer benefits to TSOs killed or injured in the line of duty. 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 to expand presumption of workplace illness workers' compensation through the Federal Employee Compensation Act for Covid-19 cases beyond 2030. Lobbied to renew paid emergency leave for federal employees for Covid-19 personal and family illness and childcare and school needs. Lobbied for lawmakers to support efforts to restart collective bargaining with Department of Education employees and provide adequate funding and oversight of the Department's mission, including protecting students' civil rights and fairly and equitably provide student loans. Provided technical background and comment on S. 1097 - Federal Rotational Cyber Workforce Program Act, S. 1330 - Facilitating Federal Employee. Reskilling Act, S. 1324 (Rosen)- Civilian Cyber Security Reserve Act, and S. 407 the Air America Act. Provided technical background and comment on draft legislation to improve process for evaluation of applicants within the competitive service. Lobbied in support of H.R. 2337, the "Public Servants Protection and Fairness Act of 2021. Lobbied for passage of H.R. 82, the Social Security Fairness Act of 2021 to fully repeal GPO and WEP. Lobbied in support of S. 1302, the companion legislation to H.R. 82. Lobbied in support of H.R. 5723 and S. 3071, the "Social Security 2100: A Sacred Trust" Act to expand Social Security benefits, improve solvency and repeal GPO and WEP. Provided technical background and comment on H.R. 5314, the "Protecting Our Democracy Act" and specifically its Hatch Act provisions. Lobbied for changes to H.R. 6104 the "Building the Next Generation of Federal Employees Act" to protect veterans' preference and to prevent undue private influence on federal hiring decisions. Lobbied in support of the U.S. Mint releasing its internal report on racial issues at the agency.

Client expense: $450,000 · Firm income: Not reported

Government targets: Defense, Dept of (DOD), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), SENATE

Social Security disability determination process. S 2108, HR 4003, HR 5723, S 3071, S 4102

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

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

-H.R. 5723 - Social Security 2100: A Sacred Trust -H.R. 82 - Social Security Fairness Act -Implementing Regulations for American Rescue Plan's Special Financial Assistance Program (Withdrawal liability provisions) -S. 4808 - Enhancing American Retirement Now Act (EARN Act)

Client expense: $520,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), 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 Status 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. Proposals regarding the Social Security Windfall Elimination Provision 10. Proposals regarding the Social Security Government Pension Offset 11. H.R. 82, Social Security Fairness Act of 2021, entire bill 12. S. 1302, Social Security Fairness Act, entire bill 13. S. 1772, Surviving Widow(er) Income Fair Treatment Act of 2021, or the SWIFT Act", entire bill 14. S. 1099, Protecting Married Seniors From Impoverishment Act, entire bill 15. H.R. 4921, Strengthening Social Security Act of 2021, entire bill 16. H.R. 5637, Meeting our Seniors Social Security Needs Act, entire bill 17. H.R. 5723, Social Security 2100: A Sacred Trust, entire bill 18. S. 3070, Safeguarding American Families and Expanding Social Security Act of 2021, entire bill 19. S. 3177, Protection of Social Security Benefits Restoration Act, entire bill 20. Re-opening of and customer service at Social Security field offices 21. Proposals regarding fiduciary rules for advisers of individuals with individual retirement accounts 22. S. 4365, Social Security Expansion Act, entire bill 23. Withdrawal liability provisions in the PBGC Special Financial Assistance Rule

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

Government targets: HOUSE OF REPRESENTATIVES, Pension Benefit Guaranty Corporation (PBGC), SENATE, Social Security Administration (SSA)

Social Security Cost of Living Adjustment (H.R. 4315, H.R. 4921, H.R. 5723, S. 3071), Social Security Reform (H.R. 5723, S.3071), Repeal of the Windfall Elimination Provision and the Government Pension Offset H.R. 82, S.1302), High cost of prescription drugs, Special Stimulus for Social Security Recipients.

Client expense: Not reported · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Legislation related to Social Security penalties (H.R. 82, S. 1302, H.R. 2337, H.R. 5834, and H.R. 5723).

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Legislation related to Social Security penalties (H.R. 82, S. 1302, H.R. 2337, H.R. 5834, and H.R. 5723).

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

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

HR 5723, HR 82, S 1302- Social Security Reforms- Social Security Fairness Act of 2021, Social Security 2100: A Sacred Trust, GPO/WEP

Client expense: $470,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.J. Res. 19, Proposing an amendment to the Constitution of the United State to repeal the twenty-third article of amendment to the Constitution of the United States S.J. Res. 18, A joint resolution proposing an amendment to the Constitution of the United States to repeal the twenty-third article of amendment to the Constitution of the United States H. Res. 370, Expressing the sense of the House of Representatives supporting the Federal workforce H. Res. 544, Acknowledging and apologizing for the mistreatment of, and discrimination against, lesbian, gay, bisexual, and transgender individuals who served the United States in the armed Forces, the Foreign Service, and the Federal civil service S. Res. 275, A resolution acknowledging and apologizing for the mistreatment of, and discrimination against, lesbian, gay, bisexual, and transgender individuals who served the United States in the Armed Forces, the Foreign Service, and the Federal civil service H. Res. 766, Recognizing law enforcement officers who have tragically passed away from COVID-19 pandemic H. Res. 787, Recognizing the service of all District of Columbia veterans, condemning the denial of voting representation in Congress and full local self-government for veterans and their families who are District of Columbia residents, and calling for statehood for the District of Columbia through the enactment of the Washington, D.C. Admission Act (H.R. 51 and S. 51), particularly in light of the service of District of Columbia veterans in every American war H. Res. 937, Recognizing the duty of the Federal Government to preserve liberty by operating within the enumerated powers in the Constitution of the United States and its founding principles H. Res. 1301, Expressing support for the designation of July 30, 2022, as "National Whistleblower Appreciation Day" S. Res. 723, A resolution designating July 30, 2022, as "National Whistleblower Appreciation Day" H. Res. 1367, Providing for the consideration of the bill (H.R. 82) to amend title II of the Social Security Act to repeal the Government pension offset and windfall elimination provisions H.R. 5, Equality Act S. 393, Equality Act H.R. 25, Fair Tax Act of 2021 H.R. 27, Settlement Agreement Information Database Act of 2021 H.R. 51, Washington, D.C. Admission Act S. 51, Washington, D.C. Admission Act H.R. 75, No Pay Raise for Congress Act H.R. 82, Social Security Fairness Act of 2021 S. 1302, Social Security Fairness Act H.R. 101, CLEAN Public Service Act H.R. 103, Bonuses for Cost-Cutters Act of 2021 H.R. 111, Federal Sunset Act of 2021 H.R. 150, Workers' Memorial Day H.R. 178, No Budget, No Pay Act H.R. 179, No Congressional First Class Flights Act H.R. 180, Inaction Has Consequences Act H.R. 212, COVID PREPARE Act of 2021 H.R. 221, To amend title 5, United States Code, to modify the oath of office taken by individuals in the civil service or uniformed services, and for other purposes H.R. 222, Election Day Holiday Act of 2021 H.R. 236, To nullify the effect of Executive Order 13950 relating to combating race and sex stereotyping H.R. 244, Executive Branch Conflict of Interest Act H.R. 269, Putting Our Resources Toward Security (PORTS) Act H.R. 302, PPSA Act S. 4702, PPSA Act of 2022 H.R. 304, Equal COLA Act S. 4221, Equal COLA Act H.R. 326, Saving the Civil Service Act H.R. 348, Wear Your Mask Act H.R. 353, Security Clearance Improvement Act of 2021 H.R. 356, Federal HIRE Act H.R. 375, No Mask Mandates Act H.R. 393, Federal Firefighter Pay Equity Act H.R. 408, Department of Homeland Security Mentor-Protege Program Act of 2021 H.R. 490, DHS MORALE Act H.R. 521, First Responder Fair RETIRE Act S. 129, First Responder Fair RETIRE Act H.R. 531, ICE and CBP Body Camera Accountability Act H.R. 564, Comprehensive Paid Leave for Federal Employees Act S. 1158, Comprehensive Paid Leave for Federal Employees Act H.R. 916, REDUCE Act H.R. 938, Wildland Firefighter Recognition Act S. 1221, Wildland Firefighters Recognition Act H.R. 962, Law Enforcement Officers Equity Act S. 1888, Law Enforcement Officers Equity Act H.R. 967, Federal Skills Act H.R. 978, Chai Suthammanont Remembrance Act of 2021 S. 2343, Chai Suthammanont Remembrance Act of 2021 H.R. 8466, Chai Suthammanout Remembrance Act of 2022 H.R. 1136, Federal Jobs Act H.R. 1200, Stop CHEATERS Act S. 1857, Stop CHEATERS Act H.R. 1224, Merit Systems Protections Board Empowerment Act of 2021 H.R. 1272, COST of Relocation Act S. 392, COST of Relocations Act H.R. 1459, Ultra-Millionaire Tax Act of 2021 S. 510, Ultra-Millionaire Tax Act of 2021 H.R. 1468, Securities and Exchange Commission Real Estate Leasing Authority Revocation Act H.R. 1481, Cost of Police Misconduct Act of 2021 S. 540, Cost of Police Misconduct Act of 2021 H.R. 1690, Defending Our Defenders Act H.R. 1922, Merit Systems Protection Board Reauthorization Act of 2021 H.R. 2042, Federal Employee Access to Information Act S. 845, Federal Employee Access to information Act H.R. 2104, RECAL Act H.R. 2199, Federal Agency Sunset Commission Act of 2021 H.R. 2231, Shielding All Federal Employees and Consumers from Actionable Recall Situations Act of 2021 H.R. 2337, Public Servants Protection and Fairness Act of 2021 H.R. 2345, Federal Government Decentralization Commission Act H.R. 2414, Keep Vaccines Voluntary Act H.R. 2499, Federal Firefighters Fairness Act of 2021 S. 1116, Federal Firefighters Fairness Act of 2021 H.R. 2566, No TikTok on Government Devices Act S. 1143, No TikTok on Government Devices Act H.R. 2589, Family Medical Leave Modernization Act S. 1185, Family Medical Leave Modernization Act H.R. 2617, Performance Enhancement Reform Act H.R. 2708, Sunshine for Regulatory Decrees and Settlements Act of 2021 S. 1247, Sunshine for Regulatory Decrees and Settlements Act of 2021 H.R. 2731, Endless Frontier Act S. 1260, United States Innovation and Competition Act of 2021 H.R. 2744, Hazardous Duty Pay for Frontline Workers Act H.R. 2776, Border Patrol Agent Pay Reform Amendments Act of 2021 H.R. 2954, Securing a Strong Retirement Act of 2021 H.R. 2988, Whistleblower Protection Improvement Act of 2021 H.R. 3000, Inspire to Serve Act of 2021 H.R. 3028, LPOE Modernization Trust Fund Act H.R. 3040, Pandemic Leave Extension Act H.R. 3045, No Regulation Through Litigation Act of 2021 H.R. 3050, Kenneth Meisel Public Servants' Claimant Fairness Act H.R. 3070, COPS Counseling Act H.R. 3079, Protect and Serve Act of 2021 S. 774, Protect and Serve Act of 2021 H.R. 3080, Back the Blue Act of 2021 S. 1599, Back the Blue Act of 2021 H.R. 3086, Locality Pay Equity Act of 2021 S. 1561, Locality Pay Equity Act of 2021 H.R. 3096, Federal Law Enforcement Officer Service Weapon Purchase Act S. 4150, Federal Law Enforcement Service Weapon Purchase Act H.R. 3172, HELPER Act of 2021 S. 2981, HELPER Act of 2021 H.R. 3179, Stop CRT Act H.R. 3235, To restrict executive agencies from acting in contravention of Executive Order 13950 H.R. 3249, Contents of Our Character Act of 2021 H.R. 3295, Prohibiting TSP Investment in China Act S. 1665, Prohibiting TSP Investment in China Act H.R. 3338, Enhanced Whistleblower Engagement Act H.R. 3351, To amend title 5, United States Code, to correct a legislative drafting error in such title, to eliminate the reduction in pay of a Federal employee or D.C. employee as a result of such employee serving as a member of the National Guard of the District of Columbia, and for other purposes H.R. 3367, Gold Star Children Act H.R. 3499, MERIT Act H.R. 3533, To establish occupational series for Federal positions in software development, software engineering, data science, and data management, and for other purposes H.R. 3553, TSP Act S. 1742, TSP Act H.R. 3557, Homeland Security Improvement Act H.R. 3609, Trust in Public Service Act S. 1934, Trust in Public Service Act H.R. 3610, Flexibility in Working Families Act H.R. 3768, Federal Employee Disclosure (FED) Transparency Act H.R. 3924, U.S. Park Police Modernization Act H.R. 4031, Retain Skilled Veterans Act S. 2161, Retain Skilled Veterans Act H.R. 4094, One-Stop Pilot Program Act of 2021 H.R. 4105, Restoring Northern Border Travel Act H.R. 4138, CBP Workload Staffing Model Act H.R. 4268, Federal Retirement Fairness Act H.R. 4274, Wildland Firefighter Fair Pay Act H.R. 4315, Fair COLA for Seniors Act of 2021 H.R. 4349, Department of Homeland Security Office for Civil Rights and Civil Liberties Act H.R. 4357, DHS Reform Act of 2021 H.R. 4389, New Collar Jobs Act of 2021 H.R. 4396, Holding SSA Employees Accountable Act H.R. 4448, Administrative Law Judges Competitive Service Restoration Act H.R. 4576, Support Through Loss Act S. 2390, Support Through Loss Act H.R. 4594, Restoring Brand USA Act S. 2424, Restoring Brand USA Act H.R. 4604, To allow certain individuals with prior service under the District of Columbia retirement system to make deposits towards annuities under the Civil Service Retirement System and the Federal Employees Retirement System, and for other purposes H.R. 4666, Public Service Loan Forgiveness Modernization Act H.R. 4688, Federal Agency Customer Experience Act of 2021 S. 671, Federal Agency Customer Experience Act of 2021 H.R. 4724, Strengthening Loan Forgiveness for Public Servants Act S. 2478, Strengthening Loan Forgiveness for Public Servants Act H.R. 4725, No Student Loan Interest Act H.R. 4728, Thirty-Two Hour Workweek Act H.R. 4773, Consumer Financial Protection Commission Act H.R. 4788, Wellbeing for Every Public Servant Act of 2021 H.R. 4818, National Digital Reserve Corps Act H.R. 4840, End Misleading Cultural Exchanges Act H.R. 4884, Employee Rights and Freedoms Act H.R. 4934, Equal Pay for Equal Work Act S. 2591, Equal Pay for Equal Work Enforcement Act H.R. 5031, Sarah Grace-Farley-Klinger Act H.R. 5057, Return Act S. 2681, Return Act H.R. 5092, To prohibit the Federal Government from requiring any citizen to be vaccinated, including Federal agencies from requiring its employees to take any vaccination, without the citizen being fully advised in writing of all known potential risks from the vaccine and consultation with a physician followed by the voluntary informed consent of the citizen, and for other purposes H.R. 5106, To prohibit an entity that receives Federal funds from the COVID relief packages from mandating employees receive a COVID-19 vaccine, and for other purposes H.R. 5111, To amend section 6103 of title 5, United States code, to establish Rosa Parks Day as a Federal holiday, and for other purposes H.R. 5113, REMEDI Act H.R. 5138, Federal Cybersecurity Workforce Expansion Act S. 2274, Federal Cybersecurity Workforce Expansion Act H.R. 5206, To require the Internal Revenue Service to issue a report on the tax gap, to establish a fellowship program within the Internal Revenue Service to recruit mid-career tax professionals to create and participate in an audit task force, and for other purposes S. 2721, To require the Internal Revenue Service to issue a report on the tax gap, to establish a fellowship program within the Internal Revenue Service to recruit mid-career tax professionals to create and participate in an audit task force, and for other purposes H.R. 5238, Grandparent-Grandchild Medical Leave Act H.R. 5274, PREVENT ACT of 2021 H.R. 5282, Care for our Firefighters Act H.R. 5283, Housing for our Firefighters Act H.R. 5287, COVID-19 Vaccine Developers Gold Medal Act H.R. 5303, September 11 Day of Remembrance Act S. 2735, September 11 Day of Remembrance Act H.R. 5314, Protecting Our Democracy Act H.R. 5360, Freedom from Mandates act H.R. 5364, Protect Taxpayers' Privacy Act H.R. 5408, A bill for the relief of Michael Janssen and Steven Passantino S. 3442, A bill for the relief of Michael Janssen and Steven Passantino H.R. 5450, To prohibit the use of Federal funds to implement or enforce a COVID-19 vaccine mandate, and for other purposes H.R. 5456, Federal Employees Civil Relief Act S. 2900, Federal Employees Civil Relief Act H.R. 5464, No Taxation Without Congressional Consent Act H.R. 5477, Federal Agency Climate PREP Act S. 3156, Federal Agency Climate PREP Act of 2021 H.R. 5494, Protect Peaceful Protests Act H.R. 5513, No Clearance for Terrorists Act H.R. 5585, Advanced Research Project Agency-Health Act H.R. 5590, Natural Immunity is Real Act H.R. 5592, FREEDOM Act H.R. 5613, Let Me Travel America Act S. 2847, Let Me Travel America Act H.R. 5616, DHS Basic Training Accreditation Improvement Act of 2021 H.R. 5631, Tim Hart Wildland Firefighter Classification and Pay Parity Act H.R. 5637, Meeting our Seniors' Social Security Needs Act H.R. 5642, Follow Accepted Science Together Act of 2021 H.R. 5647, SCRAP Act H.R. 5662, SWAMP Act H.R. 5682, CBP Donations Acceptance Program Reauthorization Act H.R. 5683, Department of Homeland Security Border Support Services Contracts Review Act H.R. 5686, Don't Jab Me Act S. 2840, Don't Jab Me Act H.R. 5687, Backing the Independent Decisions of Employees against Nefarious Mandates Act of 2021 H.R. 5712, Drain the Swamp Act of 2021 H.R. 5717, Stop the SURGE Act H.R. 5723, Social Security 2100: A Sacred Trust S. 3071, Social Security 2100: A Sacred Trust H.R. 5737, Social Security for Future Generations Act of 2021 H.R. 5741, Options Over Terminations Act H.R. 5744, Customer Non-Discrimination Act H.R. 5761, Pay Our Correctional Officers Fairly Act H.R. 5811, No Vaccine Mandate Act H.R. 5816, National Informed Consent Exemption (NICE) Act H.R. 5824, Mandating Responsibility Act H.R. 5829, COVID-19 Individual Liberty Act of 2021 H.R. 5834, Equal Treatment of Public Servants Act of 2021 H.R. 5835, Defund Federal Vaccine Mandates Act H.R. 5842, Ending the Monopoly of Power Over Workplace Harassment through Education and Reporting Act H.R. 5860, Keeping Our COVID-19 Heroes Employed Act S. 3079, Keeping Our COVID-19 Heroes Employed Act H.R. 5866, Protection of Social Security Benefits Restoration Act S. 3177, Protection of Social Security Benefits Restoration Act H.R. 5903, HERD Act S. 3095, HERD Act of 2021 H.R. 5908, Stop Vaccine Mandates Act S. 2879, Stop Vaccine Mandates Act H.R. 5927, Veterans' Preference Parity Act H.R. 5978, Exemptions for Critical Workers Act H.R. 5994, BE HEARD in the Workplace Act S. 3219, BE HEARD in the Workplace Act H.R. 6009, Pandemic Cessation Act H.R. 6031, HEALING Mothers and Fathers Act S. 3253, HEALING Mothers and Fathers Act H.R. 6062, Hatch Act Accountability Act H.R. 6066, Strengthening the Office of Personnel Management Act H.R. 6085, Fair Pay for All Act of 2021 H.R. 6087, Improving Access to Workers Compensation for Injured Federal Workers Act H.R. 6104, Building the Next Generation of Federal Employees Act H.R. 6105, To terminate the public health emergency with respect to COVID-19 on December 25, 2021 H.R. 6107, Stop Corporate Capture Act H.R. 6113, Employee Privacy Act H.R. 6170, No COVID-19 Vaccination Mandate Act of 2021 H.R. 6185, Bivens Act of 2021 S. 3343, Bivens Act of 2021 H.R. 6212, Taiwan Preclearance Act S. 3312, Taiwan Preclearance Act H.R. 6223, BASE Act H.R. 6257, SAFER Travel Act H.R. 6264, POLICE Act of 2021 H.R. 6275, To prohibit the use of Federal funds to administer a COVID-19 vaccine to officers and employees of the U.S. Border Patrol, U.S. Immigration and Customs Enforcement, or certain Department of the Interior officers and employees or require that such officers and employees receive a vaccine as a condition of employment H.R. 6288, To establish certain protections for members of the Armed Forces who refuse to receive vaccinations against COVID-19 H.R. 6304, Stop Federal Vaccine Mandates for Employees Act H.R. 6327, Constitutional Accountability Act S. 3415, Constitutional Accountability Act H.R. 6333, To prohibit the use of Federal funds to establish, or support any national database identifying individuals as having received or not received any vaccine H.R. 6395, No Mandates Act H.R. 6398, FAIR Act S. 3518, FAIR Act H.R. 6409, Repeal CFPB Act H.R. 6492, Climate Resilience Workforce Act H.R. 6502, Religious Freedom Over Mandates Act H.R. 6579, Teamwork for Employees and Managers Act of 2022 S. 3585, Teamwork for Employees and Managers Act of 2022 H.R. 6581, Bipartisan Social Security Commission Act of 2022 H.R. 6590, Senior Citizens Tax Elimination Act H.R. 6594, Protecting Federal Agencies and Employees from Political Interference Act of 2022 H.R. 6609, FACE Act H.R. 6670, Schedules That Work Act S. 3642, Schedules That Work Act H.R. 6674, To prohibit Internal Revenue Service from requiring individuals to submit biometric information or geolocation information to access online services, and for other purposes H.R. 6694, STOCK Act 2.0 S. 3612, STOCK Act 2.0 H.R. 6733, Ban IRS Biometrics Act S. 3599, Ban IRS Biometrics Act H.R. 6800, IRS PRIORITIES Act of 2022 H.R. 6837, No TikTok on Department of Homeland Security Devices Act H.R. 6844, Restoring Trust in Public Servants Act H.R. 6924, Pandemic Payroll Tax Suspension Act H.R. 6932, Federal Employees Short-Term Disability Insurance Act of 2022 H.R. 6938, Job Protection Act S. 3748, Job Protection Act H.R. 6941, Territorial Representation in the Senate Act H.R. 6957, To expand opportunities for employment of recent graduates in Federal Government positions, and for other purposes H.R. 6966, Better Service for Taxpayers Act H.R. 6967, Chance to Compete Act of 2022 S. 3423, Chance to Compete Act of 2021 H.R. 7013, Harriet Tubman Day Act H.R. 7036, Preventing Abusive Government Efforts Act H.R. 7113, TSP Act of 2022 H.R. 7134, Taxpayers DIME Act of 2022 H.R. 7136, No Flights Act H.R. 7260, Comprehensive Southern Border Strategy Act H.R. 7287, Anti-Border Corruption Improvement Act H.R. 7365, Flexibility for Workers Education Act H.R. 7376, Honoring Civil Servants Killed in the Line of Duty Act S. 3474, Honoring Civil Servants Killed in the Line of Duty Act S. 3487, Honoring Civil Servants Killed in the Line of Duty Act H.R. 7423, America Reopens Act H.R. 7459, DHS Rural and Remote Hiring and Retention Strategy Act of 2022 H.R. 7465, PSLF Payment Completion Fairness Act H.R. 7489, Time Off to Vote Act H.R. 7530, Student Loan Borrower Relief Act H.R. 7540, Safe Workplaces Act H.R. 7557, Department of the Treasury Officer Protection Act of 2022 H.R. 7567, To amend chapter 77 of title 5, United States Code, to clarify certain due process rights of Federal employees serving in sensitive positions, and for other purposes H.R. 7657, RECOVER Act of 2022 H.R. 7720, SWAMP Act S. 4197, SWAMP Act of 2022 H.R. 7723, To amend the American Rescue Plan Act of 2021 to extend the availability of paid leave for Federal employees for purposes relating to COVID-19, and for other purposes H.R. 7770, Life Saving Leave Act H.R. 7799, Public Servant Protection Act of 2022 H.R. 7804, Law Enforcement Officer Safety and Security Act of 2022 H.R. 7835, SHOW UP Act of 2022 H.R. 7852, Federal Employees Sustainable Investment Act H.R. 7896, No ESG at TSP Act S. 5000, No ESG at TSP Act H.R. 7900, National Defense Authorization Act for Fiscal Year 2023 S. 4543, James M. Inhofe National Defense Authorization Act for Fiscal Year 2023 H.R. 7951, Telework Metrics and Cost Savings Act H.R. 8040, People Over Pentagon Act of 2022 H.R. 8086, Conservation Jobs Act of 2022 H.R. 8087, LEO Fair Retirement Act of 2022 H.R. 8098, To limit eligibility for public service loan forgiveness to borrowers of Federal student loans with incomes below a certain maximum threshold, and for other purposes H.R. 8212, To rescind the Executive Order on Advancing Equality for Lesbian, Gay, Bisexual, Transgender, Queer, and Intersex Individuals, and for other purposes H.R. 8283, Federal Employee Student Debt Transparency Act H.R. 8330, Strengthening and Improving Public Service Loan Forgiveness Act of 2022 H.R. 8368, Tax Filing Simplification Act of 2022 S. 4508, Tax Filing Simplification Act of 2022 H.R. 8464, To require certain agencies in the executive branch of the Federal government to conduct a study on duplicative functions, and for other purposes H.R. 8550, Public Service Reform Act H.R. 8610, Health Security and Countering Weapons of Mass Destruction Act S. 4465, Offices of Countering Weapons of Mass Destruction and Health Security Act of 2022 H.R. 8640, To require the Commissioner of U.S. Customs and Border Protection to establish procedures for conducting maintenance and repair projects at ports of entry at which the Office of Field Operations conducts certain enforcement activities, and for other purposes S. 3903, A bill to require the Commissioner of U.S. Customs and Border Protection to establish procedures for conducting maintenance projects at ports of entry at which the Office of Field Operations conducts certain enforcement and facilitation activities H.R. 8742, RETURN Act S. 3727, RETURN Act H.R. 8759, Bureaucrats to the Border Act H.R. 8763, Federal Retirement Thrift Investment Board Inspector General Act of 2022 H.R. 8772, Block the Tok Act H.R. 9054, To end COVID-19 lockdowns and COVID-19 vaccine mandates H.R. 9065, To amend the Higher Education Act of 1965 to provide interest relief under the public service loan forgiveness program, and for other purposes H.R. 9097, To expand and improve the Public Service Loan Forgiveness Program, and for other purposes S. Res. 334, A resolution memorializing those impacted by and lost to the COVID-19 virus. S. 55, A bill to repeal the provision of law that provides automatic pay adjustment for Members of congress S. 191, FALSE Act S. 489, Federal Employees and Retirees with Delinquent Tax Debt Initiative (FERDI) Act S. 1090, Repeal CFPB Act S. 1227, CFPB Pay Fairness Act of 2021 S. 1257, AI Scholarship-for-Service Act S. 1324, Civilian Cyber Security Reserve Act S. 1330, Facilitating Federal Employee Reskilling Act S. 1528, Fair Access for Individuals to Receive Leave Act S. 1650, Protect Our Heroes Act of 2021 S. 1745, GENE Act S. 1934, Trust in Public Service Act S. 1993, TSP Fiduciary Security Act S. 2160, RECAL Act of 2012 S. 2196, Restoring Northern Border Travel Act S. 2221, END CRT Act S. 2222, Protect Taxpayers' Privacy Act S. 2225, Federal Skills Act S. 2247, A bill to protect Federal judges, Federal prosecutors, and Federal law enforcement officers from violence and doxing. S. 2248, A bill to increase the penalties for making personal information about a Federal law enforcement officer or other Federal officer available to the public S. 2252, A bill to increase the penalties for ambushing a law enforcement officer S. 2253, A bill to establish a separate criminal offense for targeting an individual based on their status as law enforcement officer S. 2260, A bill to increase the maximum penalties for assaulting Federal officers by 50 percent S. 2282, Unity through Service Act of 2021 S. 2346, Stop CRT Act S. 2527, Disclose Government Censorship Act S. 2532, Congressional Whistleblower Protection Act of 2021 S. 2551, AI Training Act S. 2773, Unleashing American Innovators Act of 2021 S. 2782, Acting on the Annual Duplication Report Act of 2021 S. 2848, Your Health Comes First Act S. 2849, Prohibiting Forced Vaccination for COVID-19 Act S. 2850, Biden Can't Force Me Act S. 2888, U.S. Air Travel Public Safety Act S. 2895, Prevent Unconstitutional Vaccine Mandates for Interstate Commerce Act S. 2935, Parental Bereavement Act of 2021 S. 2955, Department of Defense Improved Hiring Act S. 2987, Denying Pensions to Convicted Child Molesters Act of 2021 S. 3070, Safeguarding American Families and Expanding Social Security Act of 2021 S. 3076, Ban Conflicted Trading at the Fed Act S. 3081, Tax Free Education Act of 2021 S. 3160, Border Accountability, Oversight, and Community Engagement Act S. 3190, Judgment Fund Accountability Act of 2021 S. 3243, Protecting Our Federal Workforce from Forced COVID-19 Vaccination Act S. 3378, Congressional Review of Agency Legal Settlements Act of 2021 S. 3659, Supporting Essential Workers in Retirement Act S. 3668, No Facial Recognition at the IRS Act S. 3694, Continuing Safe Essential Travel Across our Border Act of 2022 S. 3799, PREVENT Pandemics Act S. 3819, ARPA-H Act S. 3850, Securing America's Ports of Entry Act S. 3868, U.S. Customs and Border Protection Officer Retirement Technical Corrections Act S. 4027, Inspired to Serve Hiring Improvements Act S. 4199, Retirement Annuity Supplement Clarity Act S. 4253, Student Loan Accountability Act S. 4342, ASAP Forgiveness Act S. 4345, Simplifying and Strengthening Public Service Loan Forgiveness Act S. 4427, Checks and Balances Act S. 4518, Solving the Border Crisis Act S. 4572, Non-Intrusive Inspection Expansion Act S. 4828, Governmentwide Executive Councils Administration and Performance Improvement Act S. 4832, Increase Reliable Services Now S. 4894, Improving Government Efficiency and Workforce Development through Federal Executive Boards Act of 2022 S. 4910, Federal Human Capital Transparency Act S. 4911, Hiring Proven Performers to the Civil Service Act

Client expense: $260,000 · Firm income: Not reported

Government targets: Commodity Futures Trading Commission (CFTC), Consumer Financial Protection Bureau (CFPB), Energy, Dept of, Federal Communications Commission (FCC), Federal Retirement Thrift Investment Board, Food & Drug Administration (FDA), General Services Administration (GSA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Internal Revenue Service (IRS), Merit Systems Protection Board, Natl Credit Union Administration (NCUA), Natl Park Service (NPS), Office of Management & Budget (OMB), Office of Personnel Management (OPM), Office of Special Counsel, Office of the Comptroller of the Currency (OCC), Patent & Trademark Office (PTO), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, U.S. Customs & Border Protection, White House Office

S. 4102, SSI Savings Penalty Elimination Act. H.R. 5723, Social Security 2100: A Sacred Trust. No bill number. Discussed Social Security retirement earnings test. H.R. 82, Social Security Fairness Act of 2021. H.R. 2337, Public Servants Protection and Fairness Act of 2021. H.R. 5834, Equal Treatment of Public Servants Act of 2021. No bill number. Discussed private retirement and Social Security enhancements. No bill number. Discussed temporary increases in Social Security benefits in response to inflation. No bill number. Discussed customer service issues at the Social Security Administration. H.R. 6590, Senior Citizens Tax Elimination Act. S. 3684 / H.R. 7274, Improving Social Securitys Service to Victims of Identity Theft Act. S. 1295 / H.R. 2575, TRUST Act of 2021. H.R. 4143 / S. 2204, Know Your Social Security Act. No bill number, Discussed long term solvency of Social Security program. No bill number. Discussed the Secure 2.0 retirement package. S. 4808, the Enhancing American Retirement Now (EARN) Act of 2022. S. 4353, the Retirement Improvement and Savings Enhancement to Supplement Healthy Investments for the Nest Egg Act of 2022 H.R. 2954, the Securing a Strong Retirement Act of 2022. H.R. 8295 Labor, Health & Human Services Appropriations Act, FY 2023. H.R.6833 Making continuing appropriations, FY 2023. No bill number. Discussed disability policies, SSI, retirement accounts, and long-term care. No bill number. Discussed suspension of required minimum distribution for 2022. H.R. 6929, Susan Muffley Act H.R. 6590, Senior Citizens Tax Elimination Act. No bill number. Discussed Enhanced Earned Income Tax Credit.

Client expense: $4,790,000 · Firm income: Not reported

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

H.R. 82, the Social Security Fairness Act H.R. 3822, the ASSET Act H.R. 4003/S. 2108, the Work Without Worry Act H.R. 4143, the Know Your Social Security Act H.R. 4315, the FAIR COLA for Seniors Act H.R. 5050, the Social Security Improvement Act H.R. 5215, the Social Security Stabilization and Enhancement Act H.R. 5723/S. 3071, the Social Security 2100 - A Sacred Trust Act H.R. 6583/S. 3575, the Stop the Wait Act of 2022 H.R. 8005, the Social Security Expansion Act S. 1809, the ASSET Act S. 2065, the Supplemental Security Income Restoration Act of 2021 S. 4102, the SSI Savings Penalty Elimination Act H.J. Res. 38, Disapproving the Rule Submitted by the Social Security Administration Relating to Hearings Held by Administrative Appeals Judges of the Appeals Council

Client expense: $82,012 · Firm income: Not reported

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

Social Security Cost of Living Adjustment (COLA). The Fair COLA for Seniors Act (H.R. 4315): Proposal to adopt the Consumer Price Index for the Elderly (CPI-E) for the purpose of determining COLAs for Social Security beneficiaries. Social Security Expansion. The Social Security 2100 Act: A Sacred Trust (H.R. 5723 and S. 3071): Proposals to improve benefits and to strengthen Social Security's financing by altering the payroll tax cap, among other changes. Social Security Expansion. The Social Security Expansion Act (S. 4365 and H.R. 8005): A bill to enhance Social Security benefits and ensure the long-term solvency of the Social Security program. Social Security Expansion. The Safeguarding American Families & Expanding Social Security Act of 2021 (S. 3070): Various provisions updating and modernizing Social Security benefits and extending solvency of the Social Security Trust Funds. Social Security Expansion. Protecting and Preserving Social Security Act (H.R. 8467 and S. 4583): A bill to adopt the Consumer Price Index for the Elderly (CPI-E) for the purpose of determining COLAs for Social Security beneficiaries and to ensure the long-term solvency of the Social Security program by altering the payroll tax cap. Caregiver Social Security Credits. The Social Security Caregiver Credits Act (H.R. 3632 and S. 1955): 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. The Social Security Fairness Act of 2021 (H.R. 82 and S. 1302) and the Public Servants Protection and Fairness Act of 2021 (H.R. 2337): Proposals to repeal or modify the Government Pension Offset and Windfall Elimination Provision. Social Security Notch. (No bill): Proposals to ensure that Social Security benefits for individuals born in 1960 and 1961 are not reduced as a result of the coronavirus-related drop in the average wage index. Protecting Seniors from Garnishment. (No bill): Proposal to protect Social Security beneficiaries from having their Social Security benefits garnished to recover unpaid student loans. Social Security Disability Insurance Claim Adjudication. (H.J. Res. 38): Joint resolution nullifies the rule finalized by the Social Security Administration on November 16, 2020, that outlines when its administrative appeals judges may hold hearings and issue decisions on individual cases. Currently, these judges serve an appellate function where they review, at the request of Social Security claimants, the decisions of the administrative law judges who issue decisions in individual cases. Social Security Overpayments. (No bill): 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 Benefit Statements. The Know Your Social Security Act (H.R. 4143 and S. 2204): Legislation to implement section 1143 of the Social Security Act by clarifying the Social Security Administration is required to mail annual benefit statements to all workers over age 25. Supplemental Social Security (SSI) Program. The Supplemental Social Security Income Restoration Act (H.R. 3824 and S. 2065): Legislation to strengthen and restore the Social Security Income (SSI) program. Retirement plan distribution: IRS Notice 2021-40 relating to Physical Presence Requirement for Spousal Consents. House Committee on Aging. (H. Res. 583): A Resolution amending the Rules of the House to reestablish a Permanent Select Committee on Aging. Retirement plan fiduciary rule. (No bill or regulation): supporting the Department of Labor moving forward with a modernization of the fiduciary rule and any supporting regulatory changes. Social Security Administration. The Improving Social Securitys Service to Victims of Identity Theft Act (S. 3684 and H.R. 7274): Improving Social Security's service to victims of identity theft by requiring the Social Security Administration to provide a single point of contact for any individual whose Social Security account number has been misused. Social Security Administration: Letter to President Biden requesting the creation of a Beneficiary Advocate within the Social Security Administration. Employer-sponsored Retirement Plan Expansion: Womens Retirement Protection Act (S. 2446 and H.R. 4678): Provisions improving retirement security for women by expanding eligibility for employer-sponsored plans to more part-time workers; Security a Strong Retirement Act (H.R. 2954): Provisions relating to expanding the SAVERS tax credit for low-income workers saving for retirement and the lost-plan pension registry; Retirement Improvement and Savings Enhancement Act of 2021 (RISE Act) (H.R. 5891): Provisions relating to improving retirement savings; Retirement Improvement and Savings Enhancement to Supplement Healthy Investments for the Nest Egg Act (RISE & SHINE Act) (S. 4353): Provisions relating to protections for retirement savers; Enhancing American Retirement Now Act of 2022 (EARN Act) (S. 4808): Provisions relating to expanding the SAVERS tax credit for low-income workers saving for retirement, lost-plan registry and increasing asset limits for Supplemental Security Income (SSI) beneficiaries saving for retirement.

Client expense: Not reported · Firm income: $23,000

Government targets: Administration on Aging, Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Justice, Dept of (DOJ), Labor, Dept of (DOL), SENATE, Social Security Administration (SSA), Treasury, Dept of

H.R. 5723: Social Security 2100: A Sacred Trust; H.R. 82: Social Security Fairness Act of 2021

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

Government targets: HOUSE OF REPRESENTATIVES

Social Security Cost of Living Adjustment (COLA). The Fair COLA for Seniors Act (H.R. 4315): Proposal to adopt the Consumer Price Index for the Elderly (CPI-E) for the purpose of determining COLAs for Social Security beneficiaries. Social Security Expansion. The Social Security 2100 Act: A Sacred Trust (H.R. 5723 and S. 3071): Proposals to improve benefits and to strengthen Social Security's financing by altering the payroll tax cap, among other changes. Social Security Expansion. The Social Security Expansion Act (S. 4365 and H.R. 8005): A bill to enhance Social Security benefits and ensure the long-term solvency of the Social Security program. Social Security Expansion. The Safeguarding American Families & Expanding Social Security Act of 2021 (S. 3070): Various provisions updating and modernizing Social Security benefits and extending solvency of the Social Security Trust Funds. Social Security Expansion. Protecting and Preserving Social Security Act (H.R. 8467 and S. 4583): A bill to adopt the Consumer Price Index for the Elderly (CPI-E) for the purpose of determining COLAs for Social Security beneficiaries and to ensure the long-term solvency of the Social Security program by altering the payroll tax cap. Caregiver Social Security Credits. The Social Security Caregiver Credits Act (H.R. 3632 and S. 1955): 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. The Social Security Fairness Act of 2021 (H.R. 82 and S. 1302) and the Public Servants Protection and Fairness Act of 2021 (H.R. 2337): Proposals to repeal or modify the Government Pension Offset and Windfall Elimination Provision. Social Security Notch. (No bill): Proposals to ensure that Social Security benefits for individuals born in 1960 and 1961 are not reduced as a result of the coronavirus-related drop in the average wage index. Protecting Seniors from Garnishment. (No bill): Proposal to protect Social Security beneficiaries from having their Social Security benefits garnished to recover unpaid student loans. Social Security Disability Insurance Claim Adjudication. (H.J. Res. 38): Joint resolution nullifies the rule finalized by the Social Security Administration on November 16, 2020, that outlines when its administrative appeals judges may hold hearings and issue decisions on individual cases. Currently, these judges serve an appellate function where they review, at the request of Social Security claimants, the decisions of the administrative law judges who issue decisions in individual cases. Social Security Overpayments. (No bill): 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 Benefit Statements. The Know Your Social Security Act (H.R. 4143 and S. 2204): Legislation to implement section 1143 of the Social Security Act by clarifying the Social Security Administration is required to mail annual benefit statements to all workers over age 25. Supplemental Social Security (SSI) Program. The Supplemental Social Security Income Restoration Act (H.R. 3824 and S. 2065): Legislation to strengthen and restore the Social Security Income (SSI) program. Retirement plan distribution: IRS Notice 2021-40 relating to Physical Presence Requirement for Spousal Consents. House Committee on Aging. (H. Res. 583): A Resolution amending the Rules of the House to reestablish a Permanent Select Committee on Aging. Retirement plan fiduciary rule. (No bill or regulation): supporting the Department of Labor moving forward with a modernization of the fiduciary rule and any supporting regulatory changes. Social Security Administration. The Improving Social Securitys Service to Victims of Identity Theft Act (S. 3684 and H.R. 7274): Improving Social Security's service to victims of identity theft by requiring the Social Security Administration to provide a single point of contact for any individual whose Social Security account number has been misused. Social Security Administration: Letter to President Biden requesting the creation of a Beneficiary Advocate within the Social Security Administration. Employer-sponsored Retirement Plan Expansion: Womens Retirement Protection Act (S. 2446 and H.R. 4678): Provisions improving retirement security for women by expanding eligibility for employer-sponsored plans to more part-time workers; Security a Strong Retirement Act (H.R. 2954): Provisions relating to expanding the SAVERS tax credit for low-income workers saving for retirement and the lost-plan pension registry; Retirement Improvement and Savings Enhancement Act of 2021 (RISE Act) (H.R. 5891): Provisions relating to improving retirement savings; Retirement Improvement and Savings Enhancement to Supplement Healthy Investments for the Nest Egg Act (RISE & SHINE Act) (S. 4353): Provisions relating to protections for retirement savers; Enhancing American Retirement Now Act of 2022 (EARN Act) (S. 4808): Provisions relating to expanding the SAVERS tax credit for low-income workers saving for retirement, lost-plan registry and increasing asset limits for Supplemental Security Income (SSI) beneficiaries saving for retirement.

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

Government targets: Administration on Aging, Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Justice, Dept of (DOJ), Labor, Dept of (DOL), SENATE, Social Security Administration (SSA), Treasury, Dept of

H.R.5723 - Social Security 2100: A Sacred Trust - in support. Issues related to Social Security Administration funding - no specific legislation. S.4365 - Social Security Expansion Act - in support. S.1295 - TRUST Act of 2021 - opposed. H.R.8717 - You Earned It, You Keep It Act - in support.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

ISSUE Investment Advice Standard of Conduct HR 699, Mutual Fund Litigation Reform Act - amend the Investment Company Act of 1940 to provide complaint and burden of proof requirements for certain actions for breach of fiduciary duty HR 725/S 153, Personalized Care Act - amend the Internal Revenue Code of 1986 to expand and improve health savings accounts, and for other purposes. HR 984, Retirement Inflation Protection Act - allows the basis of certain assets to be adjusted for inflation solely for the purpose of determining the gain or loss. S 380, Health Savings Act - modifies the requirements for health savings accounts (HSAs). HR 1584, Protecting Retirement Savers and Everyday Investors Act - impose a limitation on taxation and fees on transactions by certain securities industry participants. HR 1618/S 606, RESPOND Act - require the FRB and SEC to issue an annual report on the economic costs caused by the impacts of climate change, to require the Federal Retirement Thrift Investment Board to establish a Federal Advisory Panel on the Economics of Climate Change. S 1443Retirement Parity for Student Loans Act -- allows certain employer-sponsored retirement plans to make matching contributions for an employee's student loan payments HR 2951 To direct the Secretary of the Treasury to modify Treasury Regulations relating to insurance-dedicated exchange-traded funds - enables ETFs as investment option in variable insurance products HR 2944 Reducing the Maximum Service Requirement for Long-term Part-time Workers to Make Elective Deferrals to 401(k) Plans Act -- to reduce the retirement plan period of service requirements for long-term, part-time employees. S 1703Improving Access to Retirement Savings Act of 2021 -- to increase retirement savings, to improve retirement plan administration, and for other purposes. S 1770Retirement Security & Savings Act -- to increase retirement savings, to improve retirement plan administration, and for other purposes. HR 3387/S 1762 Financial Factors in Selecting Retirement Plan Investment Act -- to permit retirement plans to consider certain factors in investment decisions. S 1272SIMPLE Plan Modernization Act -- increases the contribution limits for certain SIMPLE IRAs and modifies the requirements for replacing SIMPLE IRAs with 401(k) plans. HR 2741 Public Service Retirement Fairness Act -- To modify rules relating to 403(b) plans. HR 4262 Increasing Investor Opportunities Act - To amend the Investment Company Act of 1940 to prohibit limitations on closed-end companies investing in private funds S 2206Young American Savers Act of 2021 - directs the Department of the Treasury to establish as a permanent program the Federal Child Savings Account Program HR 4289 Well-Being Insurance for Seniors to be at Home (WISH) Act - to provide for long-term care insurance benefits HR 2913/S 2452 Encouraging Americans to Save Act - to provide matching payments for retirement savings and establish MyRA HR 4678/S 2446 Womens Retirement Protection Act of 2021 - to provide for greater spousal protection under defined contribution plans HR 5334/S 2870 Portable Retirement and Investment Account (PRIA) Act of 2021 - to establish portable retirement accounts S 2602,Retirement Security Flexibility Act of 2021 - modifies the nondiscrimination requirements that apply to certain employer-sponsored 401(k) retirement plans that include automatic contribution arrangements HR 2265, Financial Exploitation Prevention Act - allows for the delay of the redemption of a security issued by an open-end investment management company if the company or transfer agent reasonably believes the redemption involves the financial exploitation HR 5723, Social Security 2100 Act: A Sacred Trust - protect our Social Security system and improve benefits for current and future generations HR 4865/S 3198, Registration for Index Linked Annuities (RILA) Act - direct SEC to revise any rules necessary to enable issuers of index-linked annuities to register on a form tailored specifically to registered index-linked annuities S 2583 Disaster Retirement Savings Act - amend the Internal Revenue Code of 1986 to provide for rules for the use of retirement funds in connection with federally declared disasters. S 2601Strengthening Financial Security Through Short-Term Savings Accounts Act of 2021 -- allows employers to enroll employees in short-term savings accounts that are funded using automatic contributions deducted from participating employees' wages. HR 6746 Lifetime Income for Employees Act -- allows fiduciaries of pension plans to make default investment arrangements in annuity contracts HR 6782/S 3712 Auto Reenroll Act of 2022 -- allows sponsors of automatic contribution arrangements to reenroll their employees HR 5877/S 3746 Pension Risk Transfer Accountability Act of 2021 -- requires the Department of Labor to review pension risk transfer standards HR 6912 Pooled Employer Plan (PEP) Fix Act -- to require that named fiduciaries collect contributions to pooled employer plans HR 7107/S 2415 Long-Term Care Affordability Act -- allows the use of tax-exempt retirement plan distributions to pay for long-term health care insurance HR 7146/S 1870 Enhancing Emergency and Retirement Savings Act of 2022 -- permits penalty-free distributions, up to $1,000, from tax-exempt retirement plans for emergency personal expenses, limited to one distribution in a calendar year HR 2954 Securing a Strong Retirement of 2022 -- makes various changes with respect to employer-sponsored retirement plans, including providing for the automatic enrollment of employees in certain plans and increasing the age at which participants are required to begin receiving mandatory distributions. HR 7310, Protecting America's Retirement Security Act -- To protect Americas retirement security S 3955, Starter-K Act of 2022 -- allows employers who do not provide a retirement plan to establish a starter 401(k) deferral-only arrangement for plan years beginning after 2022 HR 7284, Informed Savers Act -- requires the Department of Labor to review the fee disclosure requirements associated with the administration of defined contribution retirement plans S 4086,Increasing Small Business Retirement Choices Act -- amend the Employee Retirement Income Security Act of 1974 to better enable plan sponsors to implement beneficial plan features S 4087, Information Needed for Financial Options Risk Mitigation (INFORM) Act -- require pension plans that offer participants and beneficiaries the option of receiving lifetime annuity payments as lump sum payments, to meet certain notice and disclosure requirements S 4103, Helping Parents Save for College Act of 2022 -- allows a retirement savings tax credit for contributions to any qualified tuition program (e.g., a 529 qualified tuition plan). It also permits a rollover of unused contributions to a ROTH IRA savings account S 4147, Financial Freedom Act -- prohibit the Secretary of Labor from constraining the range or type of investments that may be offered in individual retirement accounts S 4154, Simplifying Small Business Retirement Savings Act -- provide better access to retirement plans through small businesses S 4153, Incentivizing Small Business Retirement Savings Act -- allows eligible small employers an additional pension plan startup cost tax credit HR 7740/S 4219, Employee and Retiree Access to Justice Act - limit mandatory arbitration agreements under ERISA ISSUE, Davis-Bacon Benefits Proposed Rule DOL S 4241, INDEX Act -- to require investment advisers for passively managed funds to arrange for pass-through voting of proxies HR 7594/S 4097, Too Narrow to Succeed Act - instruct DOL to conduct a survey of best practices for increasing the diversity of the asset management firms that invest American workers retirement plan funds S 4310, Emergency Savings Act of 2022 -- allow employers to offer pension-linked emergency savings accounts for financial emergencies S 4353, RISE and SHINE Act -- amend the Employee Retirement Income Security Act of 1974 and the Internal Revenue Code of 1986 to improve retirement plan provisions S 4361, Savvy Savers Act -- require reports to Congress on reporting and disclosure requirements related to retirement plans S 4406,Advancing Auto Portability Act -- to provide incentives for the use of automatic portability arrangements under defined contribution plans S 4102 SSI Savings Penalty Elimination Act - increases resource limits used to determine eligibility for the Supplemental Security Income (SSI) program HR 8521/S 4241 INDEX Act - guidelines for passively managed funds (e.g., index funds) that vote shares on behalf of fund investors in proxy shareholder votes S 4613 Maximize Americans Retirement Security Act - clarify the fiduciary duty of plan administrators to select and maintain investments based solely on pecuniary factors HR 8579 Retirement Protection Act of 2022 - increase retirement savings, simplify and clarify retirement plan rules S 4808 EARN Act - to reform retirement provisions

Client expense: $900,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Support H.R. 304, the Equal COLA Act, to Federal Employees Retirement System Employees (FERS) retirees with the same annual cost-of-living adjustment to their annuity (as a percentage of the annuity) as is provided to Civil Service Retirement System (CSRS) retirees. Support H.R. 82/S. 1302, the Social Security Fairness Act, which would repeal the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO). Support H.R. 2337, the Public Servants Protection and Fairness Act, which would reform the WEP by providing financial relief for current retirees, and provide a new, alternative calculation for future retirees. Support H.R> 4315, the Fair COLA for Seniors Act, to calculate cost-of-living adjustments to federal annuities, Social Security benefits and military retirement annuities based on the CPI-E, a price index measuring consumer spending habits of those age 62 and older. Oppose amendments to the Endless Frontiers Act that would restrict the ability of the Federal Retirement Thrift Investment Board to make decisions as fiduciaries in the best interests of plan participants. Support H.R. 4268, the Federal Retirement Fairness Act, which would allow federal employees who started their careers in temporary positions before transitioning into permanent roles to contribute towards their retirement for the years they held a temporary position. Support H.R. 4788, the Wellbeing for Every Public Servant Act of 2021, to eliminate the windfall elimination provision (WEP) for individuals with a combined monthly benefit (Social Security benefit plus public sector pension) of $5,000 or less. Support H.R. 5723, Social Security 2011: A Sacred Trust, which would expand Social Security benefits, improve the solvency of the Social Security Trust fund, repeal the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO), and provide for numerous other changes to Social Security. Support H.R. 5834, the Equal Treatment of Public Servants Act of 2021, which would reform the Windfall Elimination Provision (WEP) by providing a monthly payment of $100 to current WEP-affected beneficiaries (age 62 or older before 2023) and $50 for an affected spouse or child. Creates a new formula to calculate benefits for future WEP-affected individuals (turning 62 in or after 2023). Support H.R. 2954, the Securing a Strong Retirement Act, due to provisions to increase the age for required minimum distributions and increase the catch-up contribution limit. Support mutual fund window proposed rule by the Federal Retirement Thrift Investment Board (FRTIB).

Client expense: $65,000 · Firm income: Not reported

Government targets: Federal Retirement Thrift Investment Board, HOUSE OF REPRESENTATIVES, SENATE

House Bills H.R. 842, the Protecting the Right to Organize (PRO) Act of 2021 - oppose. H.R. 1712, the Death Tax Repeal Act - support. H.R. 1381, the Main Street Tax Certainty Act - support. H.R. 3185, the Save Local Business Act - support. Herrera Beutler Amendment to H.R. 3110, PUMP Act - support. Sec. 804 of H.R. 4350, the National Defense Authorization Act for Fiscal Year 2023, Minimum Wage for Employees of Department of Defense Contractors - oppose. H.R. 3725, the Relief and Equity for Small Businesses through Tax (REST) Act - support. H.R. 4558, the Tax Fairness for the Self-Employed Act - support. H.R. 5318, the Commonsense Reporting Act - support. H.R. 5376, the Build Back Better Act - oppose. H.R. 5723, the Social Security 2100: A Sacred Trust - oppose. H.R. 6161, the Employee Retention Tax Credit Reinstatement Act. - support. H.R. 1284, the Fair and Open Competition Act - support. H.R. 5743, the Ensuring Workers Get PAID Act of 2021 - support. H.R. 6304, the Stop Federal Vaccine Mandates for Employees Act - support. H.R. 3425, the Saving Gig Economy Taxpayers Act - support. H.R. 6913, the Stop the Nosy Obsession with Online Payments Act (SNOOP Act) of 2022 - support. H.R. 6852, the Porch Pirates Act of 2022 - support. H.R. 8152, the American Data Privacy and Protection Act - oppose. H.R. 7701, the Wage Theft Prevention and Recovery Act - oppose. H.R. 4395, the Payment Choice Act of 2021 - oppose. H.R. 6833, the Affordable Insulin Now Act - express concern. H.R. 7505, the American Innovation Act of 2022 - support. Senate Bills S. 53, the Raise the Wage Act of 2021 - oppose. S. 617, the Death Tax Repeal Act of 2021 - support. S. 403, the Fair and Open Competition Act - support. S. 480, the Main Street Tax Certainty Act - support. S. 420, the Protecting the Right to Organize (PRO) Act of 2021 - oppose. S. 1636, the Save Local Business Act - support. S. 2239, the Unnecessary Agency Regulations Reduction Act of 2021 - support. S. 403, the Fair and Open Competition Act - support. S. 3074, the Ensuring Workers Get PAID Act of 2021 - support. S. 3889, the Employee Rights Act - support. S. 3625, the Employee Retention Tax Credit Reinstatement Act - support. S. 3546, the Stop the Nosy Obsession with Online Payments Act (SNOOP Act) of 2022 - support. The Improving Needed Safeguards for Users of Lifesaving Insulin Now (INSULIN Act) - express concern. Other Issues Transparency in operations of Pharmacy Benefit Managers (PBMs) - support. Revision of the Navigable Waters Protection Rule (NWPR) - oppose. Expansion of Net Investment Income Tax and Extension of Loss Limitation Rules - oppose. Increased competition and transparency for hospital and provider monopolies in healthcare - support.

Client expense: $1,030,000 · Firm income: Not reported

Government targets: Environmental Protection Agency (EPA), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Occupational Safety & Health Administration (OSHA), SENATE, Small Business Administration (SBA)

Social Security disability determination process. S 2108, HR 4003, HR 5723, S 3071, S 4102

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

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

H.R.5723 - Social Security 2100: A Sacred Trust - in support. Issues related to Social Security Administration funding - no specific legislation. H.Res.583 - Amending the Rules of the House of Representatives to establish a Permanent Select Committee on Aging - in support. S.4365 - Social Security Expansion Act - in support.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Social Security Cost of Living Adjustment (COLA). The Fair COLA (Cost of Living Adjustment) for Seniors Act (H.R. 4315): Proposal to adopt the Consumer Price Index for the Elderly (CPI-E) for the purpose of determining COLAs for Social Security beneficiaries. Social Security Expansion. The Social Security 2100 Act: A Sacred Trust (H.R. 5723 and S. 3071): Proposals to improve benefits and to strengthen Social Security's financing by altering the payroll tax cap, among other changes. Social Security Expansion. The Social Security Expansion Act (S. 4365 and H.R. 8005): A bill to enhance Social Security benefits and ensure the long-term solvency of the Social Security program. Social Security Expansion. The Safeguarding American Families & Expanding Social Security Act of 2021 (S. 3070): Various provisions updating and modernizing Social Security benefits and extending solvency of the Social Security Trust Funds. Caregiver Social Security Credits. The Social Security Caregiver Credits Act (H.R. 3632 and S. 1955): 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. The Social Security Fairness Act of 2021 (H.R. 82 and S. 1302) and the Public Servants Protection and Fairness Act of 2021 (H.R. 2337): Proposals to repeal or modify the Government Pension Offset and Windfall Elimination Provision. Social Security Notch. (No bill): Proposals to ensure that Social Security benefits for individuals born in 1960 and 1961 are not reduced as a result of the coronavirus-related drop in the average wage index. Protecting Seniors from Garnishment. (No bill): Proposal to protect Social Security beneficiaries from having their Social Security benefits garnished to recover unpaid student loans. Social Security Disability Insurance Claim Adjudication. (H.J. Res. 38): Joint resolution nullifies the rule finalized by the Social Security Administration on November 16, 2020, that outlines when its administrative appeals judges may hold hearings and issue decisions on individual cases. Currently, these judges serve an appellate function where they review, at the request of Social Security claimants, the decisions of the administrative law judges who issue decisions in individual cases. Social Security Overpayments. (No bill): 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 Benefit Statements. The Know Your Social Security Act (H.R. 4143 and S. 2204): Legislation to implement section 1143 of the Social Security Act by clarifying the Social Security Administration is required to mail annual benefit statements to all workers over age 25. Supplemental Social Security (SSI) Program. The Supplemental Social Security Income Restoration Act (H.R. 3824 and S. 2065): Legislation to strengthen and restore the Social Security Income (SSI) program. Retirement plan distribution: IRS Notice 2021-40 relating to Physical Presence Requirement for Spousal Consents. House Committee on Aging. (H. Res. 583): A Resolution amending the Rules of the House to reestablish a Permanent Select Committee on Aging. Retirement plan fiduciary rule. (No bill or regulation): supporting the Department of Labor moving forward with a modernization of the fiduciary rule and any supporting regulatory changes. Social Security Administration. The Improving Social Securitys Service to Victims of Identity Theft Act (S. 3684 and H.R. 7274): Improving Social Security's service to victims of identity theft by requiring the Social Security Administration to provide a single point of contact for any individual whose Social Security account number has been misused. Social Security Administration: Letter to President Biden requesting the creation of a Beneficiary Advocate within the Social Security Administration. Employer-sponsored Retirement Plan Expansion: Womens Retirement Protection Act (S. 2446 and H.R. 4678): Provisions improving retirement security for women by expanding eligibility for employer-sponsored plans to more part-time workers; Security a Strong Retirement Act (H.R. 2954): Provisions relating to expanding the SAVERS tax credit for low-income workers saving for retirement and the lost-plan pension registry; Retirement Improvement and Savings Enhancement Act of 2021 (RISE Act) (H.R. 5891): Provisions relating to improving retirement savings; Retirement Improvement and Savings Enhancement to Supplement Healthy Investments for the Nest Egg Act (RISE & SHINE Act) (S. 4353): Provisions relating to protections for retirement savers; Enhancing American Retirement Now Act of 2022 (EARN Act) (No bill number): Provisions relating to expanding the SAVERS tax credit for low-income workers saving for retirement, lost-plan registry and increasing asset limits for Supplemental Security Income (SSI) beneficiaries saving for retirement.

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), SENATE, Social Security Administration (SSA), Treasury, Dept of

No bill number. Discussed reopening Social Security Administration field offices. No bill number. Discussed customer service delivery at the Social Security Administration and the need for additional funding. No bill number. Discussed a Beneficiary Advocate position at the Social Security Administration. No bill number. Discussed increasing asset limits under the Supplemental Security Income program. No bill number. Submitted letter to the Ways & Means Social Security Subcommittee for hearing on Strengthening Social Securitys Customer Service. S. 4102 - SSI Savings Penalty Elimination Act. S. 4365 - Social Security Expansion Act. H.R. 5723 - Social Security 2100: A Sacred Trust S. 1295 / H.R. 2575 - Time to Rescue United States Trusts (TRUST) Act. No bill number. Discussed the 2022 Social Security Trustees Report and the long-term financial health of Social Security. Enhancing American Retirement Now (EARN) Act of 2022. S. 4353 - Retirement Improvement and Savings Enhancement to Supplement Healthy Investments for the Nest Egg (RISE & SHINE) Act of 2022. H.R. 7310 - Protecting Americas Retirement Security Act. S.3955 - Starter K Act of 2022. S. 2415 - Long-Term Care Affordability Act.

Client expense: $3,400,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Social Security Administration (SSA), White House Office

H.R.8005/S.4365, Social Security Expansion Act, Entirety H.R.5723, Social Security 2100, A Sacred Trust, Entirety Monitor the following: S.4353, Retirement Improvement and Savings Enhancement to Supplement Healthy Investments for the Nest Egg Act (RISE and SHINE Act) Entirety Enhancing American Retirement Now Act, Entirety H.R.82/S.1302, the Social Security Fairness Act of 2021, Entirety H.R.2337, Public Servants Protection and Fairness Act of 2021, Entirety

Client expense: $350,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

-H.R. 5723 - Social Security 2100: A Sacred Trust -SSA Appropriations (All) -H.R. 7740 - ERISA Arbitration - The Employee and Retiree Access to Justice Act

Client expense: $720,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES

Social Security Cost of Living Adjustment (COLA). The Fair COLA (Cost of Living Adjustment) for Seniors Act (H.R. 4315): Proposal to adopt the Consumer Price Index for the Elderly (CPI-E) for the purpose of determining COLAs for Social Security beneficiaries. Social Security Expansion. The Social Security 2100 Act: A Sacred Trust (H.R. 5723 and S. 3071): Proposals to improve benefits and to strengthen Social Security's financing by altering the payroll tax cap, among other changes. Social Security Expansion. The Social Security Expansion Act (S. 4365 and H.R. 8005): A bill to enhance Social Security benefits and ensure the long-term solvency of the Social Security program. Social Security Expansion. The Safeguarding American Families & Expanding Social Security Act of 2021 (S. 3070): Various provisions updating and modernizing Social Security benefits and extending solvency of the Social Security Trust Funds. Caregiver Social Security Credits. The Social Security Caregiver Credits Act (H.R. 3632 and S. 1955): 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. The Social Security Fairness Act of 2021 (H.R. 82 and S. 1302) and the Public Servants Protection and Fairness Act of 2021 (H.R. 2337): Proposals to repeal or modify the Government Pension Offset and Windfall Elimination Provision. Social Security Notch. (No bill): Proposals to ensure that Social Security benefits for individuals born in 1960 and 1961 are not reduced as a result of the coronavirus-related drop in the average wage index. Protecting Seniors from Garnishment. (No bill): Proposal to protect Social Security beneficiaries from having their Social Security benefits garnished to recover unpaid student loans. Social Security Disability Insurance Claim Adjudication. (H.J. Res. 38): Joint resolution nullifies the rule finalized by the Social Security Administration on November 16, 2020, that outlines when its administrative appeals judges may hold hearings and issue decisions on individual cases. Currently, these judges serve an appellate function where they review, at the request of Social Security claimants, the decisions of the administrative law judges who issue decisions in individual cases. Social Security Overpayments. (No bill): 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 Benefit Statements. The Know Your Social Security Act (H.R. 4143 and S. 2204): Legislation to implement section 1143 of the Social Security Act by clarifying the Social Security Administration is required to mail annual benefit statements to all workers over age 25. Supplemental Social Security (SSI) Program. The Supplemental Social Security Income Restoration Act (H.R. 3824 and S. 2065): Legislation to strengthen and restore the Social Security Income (SSI) program. Retirement plan distribution: IRS Notice 2021-40 relating to Physical Presence Requirement for Spousal Consents. House Committee on Aging. (H. Res. 583): A Resolution amending the Rules of the House to reestablish a Permanent Select Committee on Aging. Retirement plan fiduciary rule. (No bill or regulation): supporting the Department of Labor moving forward with a modernization of the fiduciary rule and any supporting regulatory changes. Social Security Administration. The Improving Social Securitys Service to Victims of Identity Theft Act (S. 3684 and H.R. 7274): Improving Social Security's service to victims of identity theft by requiring the Social Security Administration to provide a single point of contact for any individual whose Social Security account number has been misused. Social Security Administration: Letter to President Biden requesting the creation of a Beneficiary Advocate within the Social Security Administration. Employer-sponsored Retirement Plan Expansion: Womens Retirement Protection Act (S. 2446 and H.R. 4678): Provisions improving retirement security for women by expanding eligibility for employer-sponsored plans to more part-time workers; Security a Strong Retirement Act (H.R. 2954): Provisions relating to expanding the SAVERS tax credit for low-income workers saving for retirement and the lost-plan pension registry; Retirement Improvement and Savings Enhancement Act of 2021 (RISE Act) (H.R. 5891): Provisions relating to improving retirement savings; Retirement Improvement and Savings Enhancement to Supplement Healthy Investments for the Nest Egg Act (RISE & SHINE Act) (S. 4353): Provisions relating to protections for retirement savers; Enhancing American Retirement Now Act of 2022 (EARN Act) (No bill number): Provisions relating to expanding the SAVERS tax credit for low-income workers saving for retirement, lost-plan registry and increasing asset limits for Supplemental Security Income (SSI) beneficiaries saving for retirement.

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

Government targets: Administration on Aging, Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Justice, Dept of (DOJ), Labor, Dept of (DOL), SENATE, Social Security Administration (SSA), Treasury, Dept of

Issues related to the Social Security disability application and appeals process (generally, no specific legislation) H.R 157 Guam Supplemental Security Income Equity Act (generally no specific provisions) H.R. 537 Supplemental Security Income Equality Act (generally no specific provisions) H.R. 3824 S. 2065 To amend title XVI of the Social Security Act to update eligibility for the supplemental security income program, and for other purposes (general no specific provisions) H.R. 4003 S. 2108 To amend title II of the Social Security Act to eliminate work disincentives for childhood disability beneficiaries (general no specific provisions) Inclusion of H.R. 3824 S. 2065 To amend XVI of the Social Security Act to update eligibility for the supplemental security income program and for other purposes in H.R. 5376 The Build Back Better Act H.R. 5723/ S.3971 The Social Security 2100 Act (generally no specific issues)

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

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

H.R. 82 - Social Security Fairness Act H.R. 5723 - Social Security 2100: A Sacred Trust

Client expense: $670,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Legislation related to Social Security penalties (H.R. 82, S. 1302, H.R. 2337, H.R. 5834, and H.R. 5723).

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Legislation related to Social Security penalties (H.R. 82, S. 1302, H.R. 2337, H.R. 5834, and H.R. 5723).

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

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