Social Security Overpayment Relief Act

S.2767 and H.R.5408, SSI Savings Penalty Elimination Act, entire bill; S. 2196, Work Without Worry Act, entire bill; H.R. 7138, SSI Restoration Act, entire bill; and H.R. 6858, Social Security Overpayment Relief Act, entire bill.

Client expense: $100,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, 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. Proposals regarding the Social Security Windfall Elimination Provision 5. Proposals regarding the Social Security Government Pension Offset 6. Proposals to change the Social Security earnings cap 7. Proposals to change the Social Security withholding tax and increase benefits 8. H.R. 3729, Social Security Caregiver Act, entire bill 9. S. 1211, Social Security Caregiver Act, entire bill 10. H.R. 82, Social Security Fairness Act of 2023, entire bill 11. H.R. 3261, Strengthening Social Security Act of 2023, entire bill 12. H.R. 3926, Protecting Our Widows and Widowers in Retirement Act, entire bill 13. Proposals to reduce Social Security fraud 14. S. 2741, Surviving Widow(er) Income Fair Treatment Act of 2023 or the SWIFT Act," entire bill 15. H.R. 4583, Social Security 2100 Act, entire bill 16. Nomination of Martin O'Malley to be the Commissioner of Social Security Administration 17. H.R. 6858, Social Security Overpayment Relief Act, entire bill 18. S. 3806, The COLAs Don't Count Act of 2024, entire bill 19. H.R. 5086, The COLAs Don't Count Act of 2023, entire bill 20. S. 3974, Boosting Benefits and COLAs for Seniors Act, entire bill 21. Department of Labor proposed regulation regarding fiduciary obligations of retirement investment advisers 22. H.R. 8044, Boosting Benefits and COLAs for Seniors Act, entire bill 23. S. 3974, Boosting Benefits and COLAs for Seniors Act, entire bill 24. H.J.Res. 142, Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Department of Labor relating to "Retirement Security Rule: Definition of an Investment Advice Fiduciary, entire resolution 25. S.J.Res. 79, A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Department of Labor relating to "Retirement Security Rule: Definition of an Investment Advice Fiduciary," entire resolution

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

1. H.R. 34, Assuring Medicares Promise Act of 2023, entire bill 2. S. 1174, Medicare and Social Security Fair Share Act, entire bill 3. Proposals to disallow deductions for expenditures regarding collective bargaining organizing 4. H.R. 3936, Tax Cuts for Working Families Act, entire bill 5. H.R. 3937, Small Business Jobs Act, entire bill 6. H.R. 3938, Build It in America Act, entire bill 7. H.R. 6498, Billionaire Minimum Income Tax Act, entire bill 8. S. 3367, Billionaire Income Tax Act, entire bill 9. S. 2741,Surviving Widow(er) Income Fair Treatment Act of 2023 or SWIFT Act, entire bill 10. H.R. 6858, Social Security Overpayment Relief Act, entire bill 11. Proposals to extend the Tax Cuts and Jobs Act of 2017

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

No bill number. Discussed customer service at the Social Security Administration and funding. H.R. 8806, to direct the Comptroller General of the United States to carry out a study relating to the resiliency of Social Security and Medicare. H.R. 5779, the Fiscal Commission Act of 2023. No bill number. Discussed Social Security and the financial security of families. No bill number. Discussed Social Security overpayments. S. 597/H.R. 82, the Social Security Fairness Act of 2023. No bill number. Discussed garnishment of Social Security benefits for defaulted student loan debt. No bill number. Discussed Department of Labor Retirement Security Rule. S.J.Res.79 - A joint resolution providing for congressional disapproval of the rule submitted by the Department of Labor relating to "Retirement Security Rule: Definition of an Investment Advice Fiduciary" H.J.Res.140 - Providing for congressional disapproval of the rule submitted by the Department of Labor relating to "Amendment to Prohibited Transaction Exemption 2020-02" H.J.Res.141 - Providing for congressional disapproval of the rule submitted by the Department of Labor relating to "Amendment to Prohibited Transaction Exemption 84-24" H.J.Res.142 - Providing for congressional disapproval of the rule submitted by the Department of Labor relating to "Retirement Security Rule: Definition of an Investment Advice Fiduciary" H.J.Res.143 - Providing for congressional disapproval of the rule submitted by the Department of Labor relating to "Amendment to Prohibited Transaction Exemptions 75-1, 77-4, 80-83, 83-1, and 86-128" H.R.6007, the Retirement Investment in Small Employers Act. H.R. 6065/S.3102, the Retirement Savings for Americans Act of 2023. H.R. 7293, the Automatic IRA Act of 2024. H.R. 4924/S.2517, the Auto Reenroll Act of 2023. S. 3109/H.R. 8018, the Alleviating Barriers for Caregivers Act. No bill number. Discussed family caregiving and retirement. No bill number. Discussed Electronic Payroll Data to Improve Program Administration. H.R. 3206, the Senior Citizens Tax Elimination Act. H.R. 5342, the Equal Treatment of Public Servants Act. H.R. 4260, the Public Servants Protection and Fairness Act of 2023. H.R. 7697, the Dignity and Autonomy for Our Supplemental Security Income PNA Beneficiaries Act. S. 2767/H.R. 5408, the SSI Savings Penalty Elimination Act. H.R. 6858, the Social Security Overpayment Relief Act. No bill number. Discussed the long-term solvency of the Social Security trust funds. H.R. 6853, the SOS Act.

1. H.R. 34, Assuring Medicares Promise Act of 2023, entire bill 2. S. 1174, Medicare and Social Security Fair Share Act, entire bill 3. Proposals to disallow deductions for expenditures regarding collective bargaining organizing 4. H.R. 3936, Tax Cuts for Working Families Act, entire bill 5. H.R. 3937, Small Business Jobs Act, entire bill 6. H.R. 3938, Build It in America Act, entire bill 7. H.R. 6498, Billionaire Minimum Income Tax Act, entire bill 8. S. 3367, Billionaire Income Tax Act, entire bill 9. S. 2741,Surviving Widow(er) Income Fair Treatment Act of 2023 or SWIFT Act, entire bill 10. H.R. 6858, Social Security Overpayment Relief Act, entire bill

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

Government targets: HOUSE OF REPRESENTATIVES, 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. Proposals regarding the Social Security Windfall Elimination Provision 5. Proposals regarding the Social Security Government Pension Offset 6. Proposals to change the Social Security earnings cap 7. Proposals to change the Social Security withholding tax and increase benefits 8. H.R. 3729, Social Security Caregiver Act, entire bill 9. S. 1211, Social Security Caregiver Act, entire bill 10. H.R. 82, Social Security Fairness Act of 2023, entire bill 11. H.R. 3261, Strengthening Social Security Act of 2023, entire bill 12. H.R. 3926, Protecting Our Widows and Widowers in Retirement Act, entire bill 13. Proposals to reduce Social Security fraud 14. S. 2741, Surviving Widow(er) Income Fair Treatment Act of 2023 or the SWIFT Act," entire bill 15. H.R. 4583, Social Security 2100 Act, entire bill 16. Nomination of Martin O'Malley to be the Commissioner of Social Security Administration 17. H.R. 6858, Social Security Overpayment Relief Act, entire bill 18. S. 3806, The COLAs Don't Count Act of 2024, entire bill 19. H.R. 5086, The COLAs Don't Count Act of 2023, entire bill 20. S. 3974, Boosting Benefits and COLAs for Seniors Act, entire bill 21. Department of Labor proposed regulation regarding fiduciary obligations of retirement investment advisers

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

1. H.R. 34, Assuring Medicares Promise Act of 2023, entire bill 2. S. 1174, Medicare and Social Security Fair Share Act, entire bill 3. Proposals to disallow deductions for expenditures regarding collective bargaining organizing 4. H.R. 3936, Tax Cuts for Working Families Act, entire bill 5. H.R. 3937, Small Business Jobs Act, entire bill 6. H.R. 3938, Build It in America Act, entire bill 7. H.R. 6498, Billionaire Minimum Income Tax Act, entire bill 8. S. 3367, Billionaire Income Tax Act, entire bill 9. S. 2741,Surviving Widow(er) Income Fair Treatment Act of 2023 or SWIFT Act, entire bill 10. H.R. 6858,

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

Government targets: HOUSE OF REPRESENTATIVES, 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. Proposals regarding the Social Security Windfall Elimination Provision 5. Proposals regarding the Social Security Government Pension Offset 6. Proposals to change the Social Security earnings cap 7. Proposals to change the Social Security withholding tax and increase benefits 8. H.R. 3729, Social Security Caregiver Act, entire bill 9. S. 1211, Social Security Caregiver Act, entire bill 10. H.R. 82, Social Security Fairness Act of 2023, entire bill 11. H.R. 3261, Strengthening Social Security Act of 2023, entire bill 12. H.R. 3926, Protecting Our Widows and Widowers in Retirement Act, entire bill 13. Proposals to reduce Social Security fraud 14. S. 2741, Surviving Widow(er) Income Fair Treatment Act of 2023 or the SWIFT Act," entire bill 15. H.R. 4583, Social Security 2100 Act, entire bill 16. Nomination of Martin O'Malley to be the Commissioner of Social Security Administration 17. H.R. 6858, Social Security Overpayment Relief Act, entire bill

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