Supplemental Security Income Restoration Act of 2026

Supplemental Security issues H.R.2540/S.1234, Savings Penalty Elimination Act, Entirety H.R.7828/S.4001, Supplemental Security Restoration Act, Entirety

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Older Americans Act Reauthorization. The Older Americans Act Reauthorization Act (S. 2120): Proposals to reauthorize the Older Americans Act (OAA) of 1965 and to increase the authorization of appropriations for OAA programs, which is the major federal discretionary funding source for home and community-based services for older adults and their caregivers. Programs supported through the OAA include home-delivered and congregate nutrition services, in-home supportive services, transportation, caregiver support, community service employment, health and wellness programs, the long-term care ombudsman program, services to prevent the abuse, neglect, and exploitation of older adults, and other supportive services. Social Security Cost of Living Adjustment (COLA). The Fair COLA for Seniors Act (No bill) and the Social Security Cost of Living Increase Act (No bill): Proposals to adopt the Consumer Price Index for the Elderly (CPI-E) for the purpose of determining COLAs for Social Security beneficiaries; the Boosting Benefits and COLAs for Seniors Act (S. 3059/H.R. 5841): Proposal to calculate COLAs using the current Consumer Price Index for Urban Wage Earners and Clerical Workers (CPI-W) or the Consumer Price Index for the Elderly (CPI-E), whichever is greater. Social Security Expansion. The Social Security 2100 Act (H.R. 9519/S. 5042): 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. 770 and H.R. 1700): Proposals to enhance Social Security benefits and ensure the long-term solvency of the Social Security program. The Strengthening Social Security Act (H.R. 9296): Proposals to extend the solvency of the Social Security Trust Funds and improve benefits. The Safeguarding American Families & Expanding Social Security Act (S. 3462 and H.R. 9415): Proposals to update and modernize Social Security benefits and to extend solvency of the Social Security Trust Funds. The Protecting and Preserving Social Security Act (S. 2614 and H.R. 4968): Proposals 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. The Protecting Our Widows and Widowers in Retirement Act (No bill): Proposals to improve benefits for widows and widowers in two-income households. The Surviving Widow(er) Income Fair Treatment Act (SWIFT Act) (S. 3255/H.R. 9763): Proposal to increase survivors benefits for disabled widows, widowers, and surviving divorced spouses; Social Security Enhancement and Protection Act (H.R. 3517): Proposal would improve Social Security benefits by increasing the Special Minimum Benefit, boosting benefits for seniors who have on the Social Security rolls for a long period of time, restore student benefits to age 26 and extend the life of the Trust Funds by eliminating the cap on Social Security benefits and phasing-in an increase in the payroll tax rate. The Social Security Survivor Benefits Equity Act (H.R. 6424/S. 3357): Proposal to increase the lump-sum benefit amount payable upon the death of a beneficiary to take into account inflation. Social Security Funding. The Medicare and Social Security Fair Share Act (H.R. 3271/S. 1690): Proposals to close the loophole for wealthy individuals who bypass paying the net investment income tax (NIIT) and directing the revenue to the Social Security Trust Funds and to the Hospital Insurance Fund, which pays for Medicare Part A that covers inpatient care in hospitals. Cutting Social Security by Raising the Retirement Age. Affirming the Presidents Promise Not to Raise the Social Security and Medicare Retirement Age (H. Res. 657): House Resolution opposing raising Social Security or Medicare eligibility age. Caregiver Social Security Credits. The Social Security Caregiver Credits Act (S. 4396/H.R. 8490): 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 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. Stop Social Security Garnishment Act of 2026 (S. 5456/H.R. 3967), Protection of Social Security Benefits Restoration Act (S. 5532/H.R. 10557): Proposals to protect Social Security beneficiaries from having their Social Security benefits garnished to recover unpaid student loans. Social Security Disability Insurance Claim Adjudication. (No bill): Proposal to nullify 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. (H.R. 2999, H.R. 2142 and S. 1023): 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 through no fault of their own. 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 (No bill): Proposal 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 Security Income (SSI) Program. The Supplemental Security Income Restoration Act (S. 4001/H.R. 7828): Proposals to strengthen and restore the SSI program. Supplemental Security Income (SSI) Program. The SSI Savings Penalty Elimination Act (H.R. 2540/S. 1234): Proposal to amend title XVI of the Social Security Act to update the resource limit for Supplemental Security Income eligibility. The Fairness in Social Security Act (No bill): Proposal to amend the Internal Revenue Code of 1986 to exclude the portion of a lump-sum Social Security benefit payment that relates to periods prior to the taxable year from the determination of household income as it relates to SSI eligibility. Retirement Plan Distribution: IRS Notice relating to Use of an Electronic Medium to Make Participant Elections and Spousal Consents (RIN 1545-Bq50). House Committee on Aging. (H. Res. 1013): A Resolution amending the Rules of the House to reestablish a Permanent Select Committee on Aging. Retirement Plan Fiduciary Rule: U.S. Department of Labor, Employee Benefits Security Administration, Office of Regulations and Interpretations - RIN 1210-AC02; Application No. D-12057; Application No. D-12060. The Department of Labor proposed regulation to modernize the fiduciary rule to strengthen protections for retirement investors who seek professional investment advice. (No bill): Congressional reversal of the rule submitted by the Department of Labor relating to "Retirement Security Rule: Definition of an Investment Advice Fiduciary". Retirement Plan Investment Alternatives: U.S. Department of Labor, Employee Benefits Security Administration, RIN 1210-AC38. Submitted comments opposing a proposed regulation defining Fiduciary Duties in Selecting Designated Investment Alternatives in 401(k) and other defined contribution plans. Proposal would create safe harbors for fiduciaries who select the investment options offered in 401(k) plans. If a fiduciary considers six factors when selecting any investment option, including alternative assets such as private equity, private credit, real estate, or cryptocurrency to a plan menu, the proposal would treat the fiduciary as meeting ERISAs prudence standard with respect to those factors, which would entitle the fiduciary to deference from any reviewing court. Pensions: The ERISA Litigation Reform Act (H.R. 6084). A bill that would undermine ERISAs ability to protect retirement plan participants hard-earned retirement income under the erroneous notion that the recent unanimous Supreme Court decision in Cunningham v. Cornell University will lead to a tide of ERISA class action litigation. Social Security Administration. Keep Billionaires Out of Our Social Security Act (S. 2763), Hands Off Our Social Security Act (H.R. 4734), Repairing Social Security after DOGE (H.R. 6237). Proposals to reverse cuts the Trump Administration has made to the Social Security Administration (SSA), prevents Social Security field offices from shutting down, makes it easier for seniors and people with disabilities to apply for the benefits they have earned over the phone, provides the resources the SSA needs to approve earned benefits quickly, protects benefits from unauthorized tampering, delays or changes, blocks privatization of SSA, enforces privacy protections for beneficiary data, and requires annual Government Accountability Office audits on staffing, operations and compliance. Social Security Administration. Letter to Social Security Commissioner Frank Bisignano opposing enhanced identity verification procedures for beneficiary transactions with SSA that will make it difficult, if not impossible, for many older Americans and members of the disability community to access their earned benefits. Social Security Administration. Resolution of Inquiry by Representative John Larson (H. Res. 195): Requesting information be provided to Congress regarding the Department of Government Efficiencys (DOGE) access to the Social Security Administrations computer data, which compromises beneficiary privacy by allowing access to Americans personal information such as Social Security numbers, banking information, earnings history and medical information. Social Security Administration. Keep Our Field Offices Open Act (H.R. 1876): Proposals to suspend Social Security field office closures until January 21, 2029, after which date the Commissioner of Social Security would be required to submit a detailed report to Congress, laying out and justifying a process for closing, consolidating, or reducing access to field offices; bill also requires the Commissioner to maintain the total number of field offices and hearing offices that were in operation on January 20, 2025, after the moratorium ends and requires that, in considering future office closures, the Commissioner must consider potential transportation and communication barriers for individuals served by the office, provide significant advance notice to the public and members of Congress, and ensure opportunities for public input and appeals. Social Security Administration. Protecting Americans Social Security Data Act (H.R. 1877): Proposals to protect Americans from having their sensitive personal information politicized or bought and sold to the highest bidder by preventing Elon Musk, his associates, and political appointees from accessing sensitive data systems at SSA, codifying SSA data privacy requirements into law and strengthening oversight and civil penalties for any privacy and disclosure violations of Social Security beneficiaries personal information. Social Security Administration. The Improving Social Securitys Service to Victims of Identity Theft Act (S. 1666/H.R. 5345): Proposal to improve 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. Comments on Omitting Food from In-Kind Support and Maintenance Calculations, Docket No. SSA-2021-0014; Comments on Expanding the Rental Subsidy, Docket No. SSA-2023-0010; Comments on Intermediate Improvement to the Disability Adjudication Process Including How We Consider Past Work, Docket No. SSA-2023-0024; Comments on Rulemaking Expanding the Definition of a Public Assistance Household, Docket No. SSA-2023-0015; Comments on strengthening rule regarding the Use of Electronic Payroll Data to Improve Program Administration, Docket No. SSA-2016-0039. Social Security Administration. Comments submitted regarding Social Security Form SSA-827 proposal (Medical Record Collection Process) and the Disability Applicant Evidence Simplification Act (DAESA) draft. Social Security Administration. The creation of an online application for all SSI applicants, streamlining data collection to more effectively obtain treating source evidence, eliminating the reconsideration level of review, updating outdated occupational information, adding a robust online scheduling tool and ensuring comprehensive customer service for all individuals. Social Security Administration. Removing Barriers to Work for Disabled Americans Act (H.R. 8884/S. 4947). Proposals to reauthorize SSA demonstration projects intended to help Americans with disabilities re-enter the workforce, but this legislation does not include guardrails to prevent the Trump Administration from forcing our most vulnerable citizens off the disability roles. In light of this Administrations previous efforts to eviscerate the disability program (SSDI) through the mechanism of demonstration projects, budget proposals and regulatory changes, such guardrails are essential. Womens Retirement Security. The Womens Retirement Protection Act (S. 988/H.R. 2023): Proposal to amend the Employee Retirement Income Security Act of 1974 to provide for greater spousal protection under defined contribution plans. Food Security for Seniors. Farm bill reauthorization (American Relief Act, P.L. 118-158, Division D) and the Farm, Food, and National Security Act of 2026 (H.R. 7567): Proposals to cut future Supplemental Nutrition Assistance Program (SNAP) benefits or other harmful policies that would worsen the problem of hunger for Americas older adults and other food insecure individuals.

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

H.R. 930, the Stop the Wait Act H.R. 2540/S. 1234, the SSI Savings Penalty Elimination Act H.R. 3517, the Social Security Enhancement and Protection Act of 2025 H.R. 7828/S. 4001, the Supplemental Security Income Restoration Act of 2026 H.R. 8884, the Removing Barriers to Work for Disabled Americans Act H.R. 10194/S. 3924, the We Cant Wait Act of 2026 Discussions: Preserving the Combined Federal Campaign

Client expense: $105,716 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Office of Personnel Management (OPM), SENATE, Social Security Administration (SSA)

Older Americans Act Reauthorization. The Older Americans Act Reauthorization Act (S. 2120): Proposals to reauthorize the Older Americans Act (OAA) of 1965 and to increase the authorization of appropriations for OAA programs, which is the major federal discretionary funding source for home and community-based services for older adults and their caregivers. Programs supported through the OAA include home-delivered and congregate nutrition services, in-home supportive services, transportation, caregiver support, community service employment, health and wellness programs, the long-term care ombudsman program, services to prevent the abuse, neglect, and exploitation of older adults, and other supportive services. Social Security Cost of Living Adjustment (COLA). The Fair COLA for Seniors Act (No bill) and the Social Security Cost of Living Increase Act (No bill): Proposals to adopt the Consumer Price Index for the Elderly (CPI-E) for the purpose of determining COLAs for Social Security beneficiaries; the Boosting Benefits and COLAs for Seniors Act (S. 3059/H.R. 5841): Proposal to calculate COLAs using the current Consumer Price Index for Urban Wage Earners and Clerical Workers (CPI-W) or the Consumer Price Index for the Elderly (CPI-E), whichever is greater. Social Security Expansion. The Social Security 2100 Act (H.R. 9519/S. 5042): 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. 770 and H.R. 1700): Proposals to enhance Social Security benefits and ensure the long-term solvency of the Social Security program. The Strengthening Social Security Act (H.R. 9296): Proposals to extend the solvency of the Social Security Trust Funds and improve benefits. The Safeguarding American Families & Expanding Social Security Act (S. 3462 and H.R. 9415): Proposals to update and modernize Social Security benefits and to extend solvency of the Social Security Trust Funds. The Protecting and Preserving Social Security Act (S. 2614 and H.R. 4968): Proposals 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. The Protecting Our Widows and Widowers in Retirement Act (No bill): Proposals to improve benefits for widows and widowers in two-income households. The Surviving Widow(er) Income Fair Treatment Act (SWIFT Act) (S. 3255/H.R. 9763): Proposal to increase survivors benefits for disabled widows, widowers, and surviving divorced spouses; Social Security Enhancement and Protection Act (H.R. 3517): Proposal would improve Social Security benefits by increasing the Special Minimum Benefit, boosting benefits for seniors who have on the Social Security rolls for a long period of time, restore student benefits to age 26 and extend the life of the Trust Funds by eliminating the cap on Social Security benefits and phasing-in an increase in the payroll tax rate. The Social Security Survivor Benefits Equity Act (H.R. 6424/S. 3357): Proposal to increase the lump-sum benefit amount payable upon the death of a beneficiary to take into account inflation. Social Security Funding. The Medicare and Social Security Fair Share Act (H.R. 3271/S. 1690): Proposals to close the loophole for wealthy individuals who bypass paying the net investment income tax (NIIT) and directing the revenue to the Social Security Trust Funds and to the Hospital Insurance Fund, which pays for Medicare Part A that covers inpatient care in hospitals. Cutting Social Security by Raising the Retirement Age. Affirming the Presidents Promise Not to Raise the Social Security and Medicare Retirement Age (H. Res. 657): House Resolution opposing raising Social Security or Medicare eligibility age. Caregiver Social Security Credits. The Social Security Caregiver Credits Act (S. 4396/H.R. 8490): 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 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. Stop Social Security Garnishment Act of 2026 (S. 5456/H.R. 3967), Protection of Social Security Benefits Restoration Act (S. 5532/H.R. 10557): Proposals to protect Social Security beneficiaries from having their Social Security benefits garnished to recover unpaid student loans. Social Security Disability Insurance Claim Adjudication. (No bill): Proposal to nullify 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. (H.R. 2999, H.R. 2142 and S. 1023): 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 through no fault of their own. 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 (No bill): Proposal 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 Security Income (SSI) Program. The Supplemental Security Income Restoration Act (S. 4001/H.R. 7828): Proposals to strengthen and restore the SSI program. Supplemental Security Income (SSI) Program. The SSI Savings Penalty Elimination Act (H.R. 2540/S. 1234): Proposal to amend title XVI of the Social Security Act to update the resource limit for Supplemental Security Income eligibility. The Fairness in Social Security Act (No bill): Proposal to amend the Internal Revenue Code of 1986 to exclude the portion of a lump-sum Social Security benefit payment that relates to periods prior to the taxable year from the determination of household income as it relates to SSI eligibility. Retirement Plan Distribution: IRS Notice relating to Use of an Electronic Medium to Make Participant Elections and Spousal Consents (RIN 1545-Bq50). House Committee on Aging. (H. Res. 1013): A Resolution amending the Rules of the House to reestablish a Permanent Select Committee on Aging. Retirement Plan Fiduciary Rule: U.S. Department of Labor, Employee Benefits Security Administration, Office of Regulations and Interpretations - RIN 1210-AC02; Application No. D-12057; Application No. D-12060. The Department of Labor proposed regulation to modernize the fiduciary rule to strengthen protections for retirement investors who seek professional investment advice. (No bill): Congressional reversal of the rule submitted by the Department of Labor relating to "Retirement Security Rule: Definition of an Investment Advice Fiduciary". Retirement Plan Investment Alternatives: U.S. Department of Labor, Employee Benefits Security Administration, RIN 1210-AC38. Submitted comments opposing a proposed regulation defining Fiduciary Duties in Selecting Designated Investment Alternatives in 401(k) and other defined contribution plans. Proposal would create safe harbors for fiduciaries who select the investment options offered in 401(k) plans. If a fiduciary considers six factors when selecting any investment option, including alternative assets such as private equity, private credit, real estate, or cryptocurrency to a plan menu, the proposal would treat the fiduciary as meeting ERISAs prudence standard with respect to those factors, which would entitle the fiduciary to deference from any reviewing court. Pensions: The ERISA Litigation Reform Act (H.R. 6084). A bill that would undermine ERISAs ability to protect retirement plan participants hard-earned retirement income under the erroneous notion that the recent unanimous Supreme Court decision in Cunningham v. Cornell University will lead to a tide of ERISA class action litigation. Social Security Administration. Keep Billionaires Out of Our Social Security Act (S. 2763), Hands Off Our Social Security Act (H.R. 4734), Repairing Social Security after DOGE (H.R. 6237). Proposals to reverse cuts the Trump Administration has made to the Social Security Administration (SSA), prevents Social Security field offices from shutting down, makes it easier for seniors and people with disabilities to apply for the benefits they have earned over the phone, provides the resources the SSA needs to approve earned benefits quickly, protects benefits from unauthorized tampering, delays or changes, blocks privatization of SSA, enforces privacy protections for beneficiary data, and requires annual Government Accountability Office audits on staffing, operations and compliance. Social Security Administration. Letter to Social Security Commissioner Frank Bisignano opposing enhanced identity verification procedures for beneficiary transactions with SSA that will make it difficult, if not impossible, for many older Americans and members of the disability community to access their earned benefits. Social Security Administration. Resolution of Inquiry by Representative John Larson (H. Res. 195): Requesting information be provided to Congress regarding the Department of Government Efficiencys (DOGE) access to the Social Security Administrations computer data, which compromises beneficiary privacy by allowing access to Americans personal information such as Social Security numbers, banking information, earnings history and medical information. Social Security Administration. Keep Our Field Offices Open Act (H.R. 1876): Proposals to suspend Social Security field office closures until January 21, 2029, after which date the Commissioner of Social Security would be required to submit a detailed report to Congress, laying out and justifying a process for closing, consolidating, or reducing access to field offices; bill also requires the Commissioner to maintain the total number of field offices and hearing offices that were in operation on January 20, 2025, after the moratorium ends and requires that, in considering future office closures, the Commissioner must consider potential transportation and communication barriers for individuals served by the office, provide significant advance notice to the public and members of Congress, and ensure opportunities for public input and appeals. Social Security Administration. Protecting Americans Social Security Data Act (H.R. 1877): Proposals to protect Americans from having their sensitive personal information politicized or bought and sold to the highest bidder by preventing Elon Musk, his associates, and political appointees from accessing sensitive data systems at SSA, codifying SSA data privacy requirements into law and strengthening oversight and civil penalties for any privacy and disclosure violations of Social Security beneficiaries personal information. Social Security Administration. The Improving Social Securitys Service to Victims of Identity Theft Act (S. 1666/H.R. 5345): Proposal to improve 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. Comments on Omitting Food from In-Kind Support and Maintenance Calculations, Docket No. SSA-2021-0014; Comments on Expanding the Rental Subsidy, Docket No. SSA-2023-0010; Comments on Intermediate Improvement to the Disability Adjudication Process Including How We Consider Past Work, Docket No. SSA-2023-0024; Comments on Rulemaking Expanding the Definition of a Public Assistance Household, Docket No. SSA-2023-0015; Comments on strengthening rule regarding the Use of Electronic Payroll Data to Improve Program Administration, Docket No. SSA-2016-0039. Social Security Administration. Comments submitted regarding Social Security Form SSA-827 proposal (Medical Record Collection Process) and the Disability Applicant Evidence Simplification Act (DAESA) draft. Social Security Administration. The creation of an online application for all SSI applicants, streamlining data collection to more effectively obtain treating source evidence, eliminating the reconsideration level of review, updating outdated occupational information, adding a robust online scheduling tool and ensuring comprehensive customer service for all individuals. Social Security Administration. Removing Barriers to Work for Disabled Americans Act (H.R. 8884/S. 4947). Proposals to reauthorize SSA demonstration projects intended to help Americans with disabilities re-enter the workforce, but this legislation does not include guardrails to prevent the Trump Administration from forcing our most vulnerable citizens off the disability roles. In light of this Administrations previous efforts to eviscerate the disability program (SSDI) through the mechanism of demonstration projects, budget proposals and regulatory changes, such guardrails are essential. Womens Retirement Security. The Womens Retirement Protection Act (S. 988/H.R. 2023): Proposal to amend the Employee Retirement Income Security Act of 1974 to provide for greater spousal protection under defined contribution plans. Food Security for Seniors. Farm bill reauthorization (American Relief Act, P.L. 118-158, Division D) and the Farm, Food, and National Security Act of 2026 (H.R. 7567): Proposals to cut future Supplemental Nutrition Assistance Program (SNAP) benefits or other harmful policies that would worsen the problem of hunger for Americas older adults and other food insecure individuals.

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

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

Social Security Expansion Act, H.R.1700/S.770 (generally, no specific provisions) SSI Savings Penalty Elimination Act, H.R.2540/S.1234 (generally, no specific provisions) Improving Social Security's Service to Victims of Identity Theft Act, S. 1666 (generally, no specific provisions) Issues related to Social Security beneficiary return to work policy (generally, no specific legislation) Respecting Every Claimants Appeal Options Now Act (RECON Act), H.R. 8478 (generally, no specific provisions) Social Security Enhancement and Protection Act of 2025, H.R. 3517 (generally, no specific provisions) Immediate Access for the Terminally Ill Act, H.R. 7104/S. 3648 (generally, no specific provisions) Supplemental Security Income Restoration Act of 2026, H.R. 7828/S. 4001 (generally, no specific provisions)

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Support HR 1389, Marriage Equality for Disabled Adults; S 73/HR 1757 - Eliminating the Marriage Penalty in SSI Act (EMPSA); Support HR 7828 - SSI Income Restoration Act (marriage penalty, asset limits; Comment on Centers for Medicare & Medicaid Services Request for Information Related to Comprehensive Regulations to Uncover Suspicious Healthcare (CRUSH); CMS settings rule and urging that it be maintained; Oppose reorganization of HHS; Opposing breaking up the Administration for Community Living (ACL) along with the transfer of the Substance Abuse and Mental Health Services Agency (SAMHSA); Support Autism Family Caregivers Act; Support SSI Savings Penalty Elimination Act; Protect Medicaid (no cuts) in FY26 reconciliation/budget; Comments Opposing delaying the compliance dates for its web and mobile app accessibility rule; support protecting and strengthen Special Supplemental Nutrition Program for Women, Infants, and Children (WIC); Oppose any further cuts or harmful changes to Medicaid through any budget reconciliation or other legislation; Comments opposing and recommending stronger protections for people on Medicaid theMedicaid Community Engagement Requirements Interim Final Rule;

Client expense: $12,000 · Firm income: Not reported

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

Social Security Expansion Act, H.R.1700/S.770 (generally, no specific provisions) SSI Savings Penalty Elimination Act, H.R.2540/S.1234 (generally, no specific provisions) Improving Social Security's Service to Victims of Identity Theft Act, S. 1666 (generally, no specific provisions) Issues related to Social Security beneficiary return to work policy (generally, no specific legislation) Respecting Every Claimants Appeal Options Now Act (RECON Act), H.R. 8478 (generally, no specific provisions) Social Security Enhancement and Protection Act of 2025, H.R. 3517 (generally, no specific provisions) Immediate Access for the Terminally Ill Act, H.R. 7104/S. 3648 (generally, no specific provisions) Supplemental Security Income Restoration Act of 2026, H.R. 7828/S. 4001 (generally, no specific provisions)

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R.2223: Building Capacity for Care Act: Grans and loan guarantees to build mental health facilities. S.931: Complete Care Act: Integrating Behavioral health care into primary care H.R. 1906:Rural Wellness Act: Grants for telemedicine to provide Access to care in rural communities S. 779/H.R. 1735: EARLY Minds Act allows States to use some Mental Health Block Grant funds towards prevention and early intervention activities. H.R. 1902: HERO Act allows for the collection of data on first responder suicides to better identify and treat PTSD and combat suicide. S. 665: Fatal Overdose Reduction Act of 2025 creates hubs to treat substance use disorders. H.R. 1305: Improving Measurements for Loneliness and Isolation Act of 2025 creates a working group to better understand and define loneliness and isolation. S. 600: Supporting Adopted Children and Families Act enhances pre and post adoption services. S. 454: Gambling Addiction Recovery, Investment, and Treatment Act creates grants for state to address gambling addiction. S. 266/H.R. 929: Dr. Lorna Breen Health Care Provider Protection Reauthorization Act continues education and awareness for mental health services. H.R. 2483: SUPPORT for Patients and Communities Reauthorization Act of 2025 extends and expands grants for serious mental illness and substance use disorder. Support for the inclusion of those with lived experience on the Make America Health Again (MAHA) Commission Support for staffing levels as of 1.1.25 at HHS and SAMHSA Support for Maternal Mental Health programs and funding Support for ending Medicare's 190-day lifetime limit on inpatient psychiatric care -- H.R. 1141: Gambling Addiction Recovery, Investment, and Treatment Act authorizes grants to states and research funding to address gambling addiction. H.R. 2044: Suicide Prevention Assistance Act establishes grants for primary care offices to provide self-harm and suicide prevention services. H.R. 2223: Building Capacity for Care Act provides financial support for developing mental health and substance use disorder treatment facilities. H.R. 2305: Corrections Officer Blake Schwarz Suicide Prevention Act of 2025 establishes a grant program to fund mental health screenings and referrals for corrections officer. H.R. 2587/S.1266: Youth Mental Health Research Act establishes a collaborative research initiative within the NIH to improve youth mental health. H.R. 2630: Youth Suicide Prevention Research Act expands research focus areas on childhood suicide to include adverse childhood experiences and toxic stress. H.R. 2904: Pursuing Equity in Mental Health Act authorizes federal grants for culturally competent research, outreach, provider training, and priority support for programs. H.R. 2936: Addressing Boarding and Crowding in the Emergency Department Act allows grants for tracking hospital bed capacity and introduces pilot programs for emergency care improvements. H.R. 2957: STRONG Support for Children Act of 2025 establishes programs aimed at preventing and mitigating childhood trauma through data analysis and strategy implementation. H.R. 3103: Health Share Transparency Act of 2025 requires health care sharing ministries to disclose financial and operational information to federal agencies and enrollees. H.R. 3130: FACTS Act establishes education and public health partnerships to prevent synthetic opioid misuse among youth. H.R. 3262: NURSE Act creates grants to increase school nurses in under-resourced schools. H.R. 3266: Mental Health Infrastructure Improvement Act of 2025 provides loans to expand and improve pediatric and adult mental health and substance use disorder treatment facilities. H.R. 3420: Words Matter Act of 2025 replacing outdated and stigmatizing terms related to intellectual disabilities with more respectful language. H.R. 3505: Barriers to Suicide Act of 2025 creates a grant program to install nets and barriers on infrastructures like bridges and railroads. H.R. 3520: STAND Against Emerging Opioids Act schedules tianeptine and its analogues as Schedule III controlled substances. H.R. 3601: National ACERT Grant Program Authorization Act establishes a new grant program focused on addressing adverse childhood experiences related to trauma exposure. H.R. 3689: TREAT Youth Act reauthorizes and increases funding for youth substance use prevention and recovery initiatives under the SUPPORT for Patients and Communities Act. H.R. 3743: Supporting Healthy Mothers and Infants Act of 2025 modernizes language for substance use disorder and expands nutrition education and outreach. S. 1056: Home-Based Telemental Health Care Act of 2025 establishes a grant program to improve mental health and substance use services for rural populations through telemental health care. S. 1062: Suicide Prevention Act establishes programs to enhance surveillance of self-harm and provide suicide prevention services in hospital emergency departments. S. 1074: Agricultural Access to Substance Use Disorder Treatment and Mental Health Care Act of 2025 requires a study on the accessibility of mental health and substance use disorder services for farmers and ranchers. S. 1261: CONNECT for Health Act of 2025 seeks to expand telehealth access by removing geographic restrictions. S. 1329/H.R. 2741: PEER Support Act supports and professionalizes peer support specialists and establishes an Office of Recovery. S. 139: FASD Respect Act reauthorize and extend the Fetal Alcohol Spectrum Disorders (FASD) Prevention and Services program. S. 1448: Pursuing Equity in Mental Health Act seeks to improve mental health services and reduce disparities for racial and ethnic minority youth through increased funding, research, and education initiatives. S. 1663/H.R. 3243: Therapeutic Fraud Prevention Act of 2025 prohibits commercial conversion therapy. S. 1673/H.R. 3260: Mental Health Improvement Act extends the authorization period for mental and behavioral health education and training grants. S. 1689/ H.R. 3316: Stop Mental Health Stigma in Our Communities Act of 2025 mandates the development of a national outreach and education strategy tailored to the cultural and linguistic needs of AANHPI populations. S. 1878: ATTAIN Mental Health Act creates an online dashboard to centralize public access to information about federal and state grants for mental health and substance use disorder programs. S. 473: SENIOR Act address loneliness among older adults by requiring screenings, coordinating services, and preparing a report on loneliness. S. 931/H.R. 2509: COMPLETE Care Act incentivizes behavioral health integration with primary care through increased payments and technical assistance. S.Res. 208: A resolution supporting the designation of May 10, 2025, as "National Asian American, Native Hawaiian, and Pacific Islander Mental Health Day." S.Res. 249/H.Res. 441: A resolution expressing support for the designation of May 2025 as "Mental Health Awareness Month." H.R. 3305. Barriers to Suicide Act: Creates a grant program to provide suicide barriers on bridges and other structures H.Res 542/S. 332: Expressing support for the designation of the month of June 2025 as National Post-traumatic stress Awareness Month and June 27, 2025 as National Post-traumatic Stress Awareness Day H.Res 671: Prioritizing Mental Health to the Same Degree as Physical Health to address the epidemics of suicide and drug overdose in the United States H.Res 697/ S. Res 385: Recognizing Suicide as a serious public health problem and supporting September as National Suicide Prevention Month and September 10 as World Suicide Prevention Day H.Res 764: Recognizing the continuing disparities in Black youth mental health and access to care H.R. 4400/S. 2282: Farmers First Act: reauthorizes and expands funding of the Farm Ranch Suicide Prevention Act. HR 4723/ S.2446: Mental Health For Latinos Act: Directs the development of a culturally tailored mental health outreach and education strategy for Hispanic and Latino Populations. S. 2556: Protecting Health Care and Lowering Costs Act: repeals recent health law changes, permanently expands ACA Tax Credits beyond 400% FPL, and sets a new sliding scale for premium contributions H.Res 684: A resolution expressing support for the designation of September 9, 2025, as National Firearms Suicide Prevention Day HR 5509/S 2903: The Safe Step Act: Creates a clear process to appeal step therapy process S.2826/H.R. 5434:The 988 LGBTQ+ Youth Access Act of 2025: Mandates that at least 9% of suicide prevention hotline funding be reserved for specialized services supporting LGBTQ + youth H.R. 1492: To Amend title XI of the Social Security Act to equalize the negotiation period between small molecule and biologic candidates under the Drug Price Negotiation Program H.R. 2085: The Mental Health Research Accelerator Act: establishes programs to speed up mental health research and innovations H.R. 3419: To Amend the Public Health Service Act to reauthorize the telehealth network and telehealth resource center grant program H.R. 4805: WINGS ACT: Requires a report on the long-term brain and mental health effects of military aviation. H.R. 5306: Gun Suicide Prevention Act of 2025: requires all firearms sold in the United States to display the suicide prevention lifeline label H.R. 5733: Community Mental Wellness Worker Training Act: establishes a grant program to train and certify community mental wellness workers H.R. 5859: Behavioral Health Crisis Care Centers Act: establishes a grant program to fund comprehensive, one stop crisis facilities H.R. 5861: Legacy Act of 2025 mandates a study on creating a secure, national system for storing and retrieving last wish documents. H.R. 6226 Latino Youth Mental Health Empowerment Act: Establish a Mental Health awareness campaign focused on Latino youth. H.R. 6817 To establish a home-based telemental health care grant program to increase mental health and substance use services for individuals in fishing, farming and forestry occupations H.Res. 792 Declaring a need for increased investment in youth mental Health and recognizing youth mental health day and youth suicide prevention day. S.2005 IDeA Reauthorization Act: Strengthens the NIH's Institutional Development Award Program S.2131/H.R. 5828 Dad's Matter Act: Requires a federal public awareness campaign and state guidance to promote fatherhood. S.2336: Halting the Epidemic of Addiction and Loss Act: Update grant program regulation and guidance to include all FDA opioid reversal agents, not just Naloxone S. 2825/H.R.5417 Health Access Innovation Act 2025: grant program to support faith and community-based organizations in addressing health inequities and chronic disease. S.3199 988 Lifeline Location Improvement Act: creates an advisory committee to study and recommend a solution for transmitting geolocation information with 988 calls. S. 3076 Nitazene Control Act: permanently classifies all nitazene opioids as schedule 1 Support for improving integrated care for those with Tardive Dyskinesia H.R. 6249: Addressing Addiction After Disasters Act expands federal disaster relief to include SUD and AUD services alongside mental health support. H.R. 6283: FOSTER Act expand opioid response grants and defines and supports kinship caregivers. H.R. 6396: Kid PROOF Act of 2025 expands grant eligibility and funding to support suicide and overdose prevention among youth. H.R. 6630: Expanding Mental Health Access for Cyber Command Personnel Act requires security-cleared behavioral health professionals to be assigned to Cyber Command locations. H.R. 6679: Tech Wellness for Young Men Act requires a study on the mental, social, and developmental impacts of screen addiction among young men. H.R. 6680: Tech Wellness for Men Act study on the economic, mental health, and social impacts of screen addiction among adult men. H.R. 6940: Hope Heals Act of 2026 requires an assessment amount Executive departments to enhance mental health. H.R. 7030: Securing Facilities for Mental Health Services Act expands access to federal mortgage insurance for all licensed hospitals, including mental health facilities. H.R. 7602: State of Men's Health Act requires a study on men's health disparities and establishes an Office of Men's Health. H.R. 8124: STOP Suicide Act creates a grant program to support evidence-based stabilization services for individuals with serious suicidal thoughts. H.R. 8149: Agricultural Access to Addiction and Mental Health Care Act mandates a study on improving access to addiction and mental health care for farmers and ranchers. H.R. 8160: Premenstrual Dysphoric Disorder Awareness and Research Act of 2026 expand research, raise awareness, improve provider education, and increase access to care for PMDD. H.R.8122: 9-8-8 Connect Act allocates $30 million for crisis center follow-up services. S. 3230: Family Caregiver Peer Support Act creates grants to expand in-person and virtual peer support programs for family caregivers. S. 3271: In-Home CARE Act authorizes grants to support family caregivers through home visiting programs. S. 3402: Ensuring Excellence in Mental Health Act expands and standardizes community behavioral health clinic services S. 3431: Improving Measurements for Loneliness and Isolation Act of 2025 establishes a working group to standardize how loneliness and isolation are defined and measured. S. 3461: RISE from Trauma Act authorizes expands and builds trauma-informed systems for youth and families affected by trauma, violence, and substance use. S. 3714: Family-to-Family Reauthorization Act of 2026 extends and specifies funding for family-to-family health information centers. S. 3840/H.R. 7496: Health Investment Zones Act of 2026 creates Health Investment Zones for incentives, grants, and support to reduce health disparities. S. 921: Tyler's Law requires a federal study and subsequent guidance on whether hospital emergency departments should routinely test for fentanyl in overdose cases. H.R. 7875: Providing Opportunities for Individuals in Need of Treatment and Support (POINTS) Act of 2026 expands prevention, treatment, and recovery services for individuals experiencing gambling addiction. S. 4001/H.R. 7828: Supplemental Security Income Restoration Act of 2026 modernizes SSI eligibility and benefit rules. ___ H.R. 7911: Dream's Caregiver Health and Wellness Act grant program for nonprofits to promote caregiver wellness through support services, mental health resources, and community-building initiatives H.R. 8201: Expanding Community Access to Health Services Act mandates that community health centers provide behavioral, mental health, and substance use disorder services as part of primary care H.R. 8209: To amend the Public Health Service Act to reauthorize the school-based health centers grant program. H.R. 8504: Rural Health Resilience Act of 2026 creates a federal loan and loan guarantee program to help financially distressed rural health centers maintain essential services and avoid closure H.R. 8743: SMART Kids Act requires the Surgeon General to develop and publish age-specific, evidence-based screen time recommendations for children H.R. 8961: Student Suicide Prevention Awareness Act of 2026 requires a coordinated public awareness campaign and updated, visible signage in schools about 988 H.R.8916: CHIERS Act of 2026 grants to fund free transportation services for vulnerable individuals to access substance use disorder treatment and supportive services H.Res.1290: Recognizing the significant and often overlooked behavioral health needs experienced by individuals and families affected by rare diseases, and for other purposes. H.Res.1327: Supporting the designation of May 2026 as "Borderline Personality Disorder Awareness Month" H.Res.1329: Expressing support for the designation of May 2026 as "Mental Health Awareness Month" S. 4149: Social Determinants for Moms Act creates a task force and grant program to coordinate and fund efforts addressing clinical and nonclinical factors contributing to maternal mortality and health disparities S. 4210/H.R. 8070: Child Suicide Prevention Act grant programs and educational initiatives to reduce suicide among individuals under 26 S. 4552: Moms Matter Act grant programs to expand maternal mental health and substance use disorder services S. 4640/H.R. 8122: 988 Connect Act expands funding and regulatory requirements to enhance follow-up care and accessibility for individuals using 988 S.Res. 710/H.Res. 1256: A resolution recognizing Maternal Mental Health Day to raise awareness about maternal mental health. S.Res. 727: A resolution supporting the designation of May 29, 2026, as "Mental Health Awareness in Agriculture Day" to raise awareness around mental health in the agricultural industry and workforce and to continue to reduce stigma associated with mental illness. S.Res.714: A resolution supporting the designation of May 10, 2026, as "National Asian American, Native Hawaiian, and Pacific Islander Mental Health Day"

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

Government targets: Centers For Medicare and Medicaid Services (CMS), Federal Communications Commission (FCC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Justice, Dept of (DOJ), President of the U.S., SENATE, Substance Abuse & Mental Health Services Administration (SAMHSA)

Older Americans Act Reauthorization. The Older Americans Act Reauthorization Act (S. 2120): Proposals to reauthorize the Older Americans Act (OAA) of 1965 and to increase the authorization of appropriations for OAA programs, which is the major federal discretionary funding source for home and community-based services for older adults and their caregivers. Programs supported through the OAA include home-delivered and congregate nutrition services, in-home supportive services, transportation, caregiver support, community service employment, health and wellness programs, the long-term care ombudsman program, services to prevent the abuse, neglect, and exploitation of older adults, and other supportive services. Social Security Cost of Living Adjustment (COLA). The Fair COLA for Seniors Act (No bill) and the Social Security Cost of Living Increase Act (No bill): Proposals to adopt the Consumer Price Index for the Elderly (CPI-E) for the purpose of determining COLAs for Social Security beneficiaries; the Boosting Benefits and COLAs for Seniors Act (S. 3059): Proposal to calculate COLAs using the current Consumer Price Index for Urban Wage Earners and Clerical Workers (CPI-W) or the Consumer Price Index for the Elderly (CPI-E), whichever is greater. Social Security Expansion. The Social Security 2100 Act (No bill): 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. 770 and H.R. 1700): Proposals to enhance Social Security benefits and ensure the long-term solvency of the Social Security program. The Strengthening Social Security Act (H.R. 9296): Proposals to extend the solvency of the Social Security Trust Funds and improve benefits. The Safeguarding American Families & Expanding Social Security Act (S. 3462 and H.R. 9415): Proposals to update and modernize Social Security benefits and to extend solvency of the Social Security Trust Funds. The Protecting and Preserving Social Security Act (S. 2614 and H.R. 4968): Proposals 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. The Protecting Our Widows and Widowers in Retirement Act (No bill): Proposals to improve benefits for widows and widowers in two-income households. The Surviving Widow(er) Income Fair Treatment Act (SWIFT Act) (S. 3255): Proposal to increase survivors benefits for disabled widows, widowers, and surviving divorced spouses; Social Security Enhancement and Protection Act (H.R. 3517): Proposal would improve Social Security benefits by increasing the Special Minimum Benefit, boosting benefits for seniors who have on the Social Security rolls for a long period of time, restore student benefits to age 26 and extend the life of the Trust Funds by eliminating the cap on Social Security benefits and phasing-in an increase in the payroll tax rate. The Social Security Survivor Benefits Equity Act (H.R. 6424 and S. 3357): Proposal to increase the lump-sum benefit amount payable upon the death of a beneficiary to take into account inflation. Social Security Funding. The Medicare and Social Security Fair Share Act (H.R. 3271 and S. 1690): Proposals to close the loophole for wealthy individuals who bypass paying the net investment income tax (NIIT) and directing the revenue to the Social Security Trust Funds and to the Hospital Insurance Fund, which pays for Medicare Part A that covers inpatient care in hospitals. Cutting Social Security by Raising the Retirement Age. Affirming the Presidents Promise Not to Raise the Social Security and Medicare Retirement Age (H. Res. 657): House Resolution opposing raising Social Security or Medicare eligibility age. Caregiver Social Security Credits. The Social Security Caregiver Credits Act (S. 4396 and H.R. 8490): 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 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. (No bill): Proposal to nullify 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. (H.R. 2999, H.R. 2142 and S. 1023): 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 through no fault of their own. 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 (No bill): Proposal 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 Security Income (SSI) Program. The Supplemental Security Income Restoration Act (S. 4001 and H.R. 7828): Proposals to strengthen and restore the SSI program. Supplemental Security Income (SSI) Program. The SSI Savings Penalty Elimination Act (H.R. 2540 and S. 1234): Proposal to amend title XVI of the Social Security Act to update the resource limit for Supplemental Security Income eligibility. The Fairness in Social Security Act (No bill): Proposal to amend the Internal Revenue Code of 1986 to exclude the portion of a lump-sum Social Security benefit payment that relates to periods prior to the taxable year from the determination of household income as it relates to SSI eligibility. Retirement Plan Distribution: IRS Notice relating to Use of an Electronic Medium to Make Participant Elections and Spousal Consents (RIN 1545-Bq50). House Committee on Aging. (H. Res. 1013): A Resolution amending the Rules of the House to reestablish a Permanent Select Committee on Aging. Retirement Plan Fiduciary Rule: U.S. Department of Labor, Employee Benefits Security Administration, Office of Regulations and Interpretations - RIN 1210-AC02; Application No. D-12057; Application No. D-12060. The Department of Labor proposed regulation to modernize the fiduciary rule to strengthen protections for retirement investors who seek professional investment advice. (No bill): Congressional reversal of the rule submitted by the Department of Labor relating to "Retirement Security Rule: Definition of an Investment Advice Fiduciary". Retirement Plan Investment Alternatives: U.S. Department of Labor, Employee Benefits Security Administration, RIN 1210-AC38. Submitted comments opposing a proposed regulation defining Fiduciary Duties in Selecting Designated Investment Alternatives in 401(k) and other defined contribution plans. Proposal would create safe harbors for fiduciaries who select the investment options offered in 401(k) plans. If a fiduciary considers six factors when selecting any investment option, including alternative assets such as private equity, private credit, real estate, or cryptocurrency to a plan menu, the proposal would treat the fiduciary as meeting ERISAs prudence standard with respect to those factors, which would entitle the fiduciary to deference from any reviewing court. Pensions: The ERISA Litigation Reform Act (H.R. 6084). A bill that would undermine ERISAs ability to protect retirement plan participants hard-earned retirement income under the erroneous notion that the recent unanimous Supreme Court decision in Cunningham v. Cornell University will lead to a tide of ERISA class action litigation. Social Security Administration. Keep Billionaires Out of Our Social Security Act (S. 2763), Hands Off Our Social Security Act (H.R. 4734), Repairing Social Security after DOGE (H.R. 6237). Proposals to reverse cuts the Trump Administration has made to the Social Security Administration (SSA), prevents Social Security field offices from shutting down, makes it easier for seniors and people with disabilities to apply for the benefits they have earned over the phone, provides the resources the SSA needs to approve earned benefits quickly, protects benefits from unauthorized tampering, delays or changes, blocks privatization of SSA, enforces privacy protections for beneficiary data, and requires annual Government Accountability Office audits on staffing, operations and compliance. Social Security Administration. Letter to Social Security Commissioner Frank Bisignano opposing enhanced identity verification procedures for beneficiary transactions with SSA that will make it difficult, if not impossible, for many older Americans and members of the disability community to access their earned benefits. Social Security Administration. Resolution of Inquiry by Representative John Larson (H. Res. 195): Requesting information be provided to Congress regarding the Department of Government Efficiencys (DOGE) access to the Social Security Administrations computer data, which compromises beneficiary privacy by allowing access to Americans personal information such as Social Security numbers, banking information, earnings history and medical information. Social Security Administration. Keep Our Field Offices Open Act (H.R. 1876): Proposals to suspend Social Security field office closures until January 21, 2029, after which date the Commissioner of Social Security would be required to submit a detailed report to Congress, laying out and justifying a process for closing, consolidating, or reducing access to field offices; bill also requires the Commissioner to maintain the total number of field offices and hearing offices that were in operation on January 20, 2025, after the moratorium ends and requires that, in considering future office closures, the Commissioner must consider potential transportation and communication barriers for individuals served by the office, provide significant advance notice to the public and members of Congress, and ensure opportunities for public input and appeals. Social Security Administration. Protecting Americans Social Security Data Act (H.R. 1877): Proposals to protect Americans from having their sensitive personal information politicized or bought and sold to the highest bidder by preventing Elon Musk, his associates, and political appointees from accessing sensitive data systems at SSA, codifying SSA data privacy requirements into law and strengthening oversight and civil penalties for any privacy and disclosure violations of Social Security beneficiaries personal information. Social Security Administration. The Improving Social Securitys Service to Victims of Identity Theft Act (S. 1666 and H.R. 5345): Proposal to improve 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. Comments on Omitting Food from In-Kind Support and Maintenance Calculations, Docket No. SSA-2021-0014; Comments on Expanding the Rental Subsidy, Docket No. SSA-2023-0010; Comments on Intermediate Improvement to the Disability Adjudication Process Including How We Consider Past Work, Docket No. SSA-2023-0024; Comments on Rulemaking Expanding the Definition of a Public Assistance Household, Docket No. SSA-2023-0015; Comments on strengthening rule regarding the Use of Electronic Payroll Data to Improve Program Administration, Docket No. SSA-2016-0039. Social Security Administration. Comments submitted regarding Social Security Form SSA-827 proposal (Medical Record Collection Process) and the Disability Applicant Evidence Simplification Act (DAESA) draft. Social Security Administration. The creation of an online application for all SSI applicants, streamlining data collection to more effectively obtain treating source evidence, eliminating the reconsideration level of review, updating outdated occupational information, adding a robust online scheduling tool and ensuring comprehensive customer service for all individuals. Social Security Administration. Removing Barriers to Work for Disabled Americans Act (H.R. 8884). Proposals to reauthorize SSA demonstration projects intended to help Americans with disabilities re-enter the workforce, but this legislationdoes not include guardrails to prevent the Trump Administration from forcing our most vulnerable citizens off the disability roles. In light of this Administrations previous efforts to eviscerate the disability program (SSDI) through the mechanism of demonstration projects, budget proposals and regulatory changes, such guardrails are essential. Womens Retirement Security. The Womens Retirement Protection Act (S. 988 and H.R. 2023): Proposal to amend the Employee Retirement Income Security Act of 1974 to provide for greater spousal protection under defined contribution plans. Food Security for Seniors. Farm bill reauthorization (American Relief Act, P.L. 118-158, Division D) and the Farm, Food, and National Security Act of 2026 (H.R. 7567): Proposals to cut future Supplemental Nutrition Assistance Program (SNAP) benefits or other harmful policies that would worsen the problem of hunger for Americas older adults and other food insecure individuals.

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

Improvements to Social Security Act Title II and Title XVI for people with disabilities; Supplemental Security Income program issues, provisions dealing with persons with disabilities; Social Security Disability program issues, provisions dealing with persons with disabilities; S.1234/H.R.2540 - SSI Savings Penalty Elimination Act; H.R.8884 - Removing Barriers to Work for Disabled Americans Act; Work Without Worry Act; H.R.930 - Stop the Wait Act of 2025; S.3924 - We Cant Wait Act; H.R.1389 - Marriage Equality for Disabled Adults Act; S.4001/H.R.7828 - SSI Restoration Act.

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

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

Supplemental Security issues H.R.2540/S.1234, Savings Penalty Elimination Act, Entirety H.R.7828/S.4001, Supplemental Security Restoration Act, Entirety

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Older Americans Act Reauthorization. The Older Americans Act Reauthorization Act (S. 2120): Proposals to reauthorize the Older Americans Act (OAA) of 1965 and to increase the authorization of appropriations for OAA programs, which is the major federal discretionary funding source for home and community-based services for older adults and their caregivers. Programs supported through the OAA include home-delivered and congregate nutrition services, in-home supportive services, transportation, caregiver support, community service employment, health and wellness programs, the long-term care ombudsman program, services to prevent the abuse, neglect, and exploitation of older adults, and other supportive services. Social Security Cost of Living Adjustment (COLA). The Fair COLA for Seniors Act (No bill) and the Social Security Cost of Living Increase Act (No bill): Proposals to adopt the Consumer Price Index for the Elderly (CPI-E) for the purpose of determining COLAs for Social Security beneficiaries; the Boosting Benefits and COLAs for Seniors Act (S. 3059): Proposal to calculate COLAs using the current Consumer Price Index for Urban Wage Earners and Clerical Workers (CPI-W) or the Consumer Price Index for the Elderly (CPI-E), whichever is greater. Social Security Expansion. The Social Security 2100 Act (No bill): 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. 770 and H.R. 1700): Proposals to enhance Social Security benefits and ensure the long-term solvency of the Social Security program. The Strengthening Social Security Act (H.R. 9296): Proposals to extend the solvency of the Social Security Trust Funds and improve benefits. The Safeguarding American Families & Expanding Social Security Act (S. 3462 and H.R. 9415): Proposals to update and modernize Social Security benefits and to extend solvency of the Social Security Trust Funds. The Protecting and Preserving Social Security Act (S. 2614 and H.R. 4968): Proposals 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. The Protecting Our Widows and Widowers in Retirement Act (No bill): Proposals to improve benefits for widows and widowers in two-income households. The Surviving Widow(er) Income Fair Treatment Act (SWIFT Act) (S. 3255): Proposal to increase survivors benefits for disabled widows, widowers, and surviving divorced spouses; Social Security Enhancement and Protection Act (H.R. 3517): Proposal would improve Social Security benefits by increasing the Special Minimum Benefit, boosting benefits for seniors who have on the Social Security rolls for a long period of time, restore student benefits to age 26 and extend the life of the Trust Funds by eliminating the cap on Social Security benefits and phasing-in an increase in the payroll tax rate. The Social Security Survivor Benefits Equity Act (H.R. 6424 and S. 3357): Proposal to increase the lump-sum benefit amount payable upon the death of a beneficiary to take into account inflation. Social Security Funding. The Medicare and Social Security Fair Share Act (H.R. 3271 and S. 1690): Proposals to close the loophole for wealthy individuals who bypass paying the net investment income tax (NIIT) and directing the revenue to the Social Security Trust Funds and to the Hospital Insurance Fund, which pays for Medicare Part A that covers inpatient care in hospitals. Cutting Social Security by Raising the Retirement Age. Affirming the Presidents Promise Not to Raise the Social Security and Medicare Retirement Age (H. Res. 657): House Resolution opposing raising Social Security or Medicare eligibility age. Caregiver Social Security Credits. The Social Security Caregiver Credits Act (S. 4396 and H.R. 8490): 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 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. (No bill): Proposal to nullify 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. (H.R. 2999, H.R. 2142 and S. 1023): 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 through no fault of their own. 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 (No bill): Proposal 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 Security Income (SSI) Program. The Supplemental Security Income Restoration Act (S. 4001 and H.R. 7828): Proposals to strengthen and restore the SSI program. Supplemental Security Income (SSI) Program. The SSI Savings Penalty Elimination Act (H.R. 2540 and S. 1234): Proposal to amend title XVI of the Social Security Act to update the resource limit for Supplemental Security Income eligibility. The Fairness in Social Security Act (No bill): Proposal to amend the Internal Revenue Code of 1986 to exclude the portion of a lump-sum Social Security benefit payment that relates to periods prior to the taxable year from the determination of household income as it relates to SSI eligibility. Retirement Plan Distribution: IRS Notice relating to Use of an Electronic Medium to Make Participant Elections and Spousal Consents (RIN 1545-Bq50). House Committee on Aging. (H. Res. 1013): A Resolution amending the Rules of the House to reestablish a Permanent Select Committee on Aging. Retirement Plan Fiduciary Rule: U.S. Department of Labor, Employee Benefits Security Administration, Office of Regulations and Interpretations - RIN 1210-AC02; Application No. D-12057; Application No. D-12060. The Department of Labor proposed regulation to modernize the fiduciary rule to strengthen protections for retirement investors who seek professional investment advice. (No bill): Congressional reversal of the rule submitted by the Department of Labor relating to "Retirement Security Rule: Definition of an Investment Advice Fiduciary". Retirement Plan Investment Alternatives: U.S. Department of Labor, Employee Benefits Security Administration, RIN 1210-AC38. Submitted comments opposing a proposed regulation defining Fiduciary Duties in Selecting Designated Investment Alternatives in 401(k) and other defined contribution plans. Proposal would create safe harbors for fiduciaries who select the investment options offered in 401(k) plans. If a fiduciary considers six factors when selecting any investment option, including alternative assets such as private equity, private credit, real estate, or cryptocurrency to a plan menu, the proposal would treat the fiduciary as meeting ERISAs prudence standard with respect to those factors, which would entitle the fiduciary to deference from any reviewing court. Pensions: The ERISA Litigation Reform Act (H.R. 6084). A bill that would undermine ERISAs ability to protect retirement plan participants hard-earned retirement income under the erroneous notion that the recent unanimous Supreme Court decision in Cunningham v. Cornell University will lead to a tide of ERISA class action litigation. Social Security Administration. Keep Billionaires Out of Our Social Security Act (S. 2763), Hands Off Our Social Security Act (H.R. 4734), Repairing Social Security after DOGE (H.R. 6237). Proposals to reverse cuts the Trump Administration has made to the Social Security Administration (SSA), prevents Social Security field offices from shutting down, makes it easier for seniors and people with disabilities to apply for the benefits they have earned over the phone, provides the resources the SSA needs to approve earned benefits quickly, protects benefits from unauthorized tampering, delays or changes, blocks privatization of SSA, enforces privacy protections for beneficiary data, and requires annual Government Accountability Office audits on staffing, operations and compliance. Social Security Administration. Letter to Social Security Commissioner Frank Bisignano opposing enhanced identity verification procedures for beneficiary transactions with SSA that will make it difficult, if not impossible, for many older Americans and members of the disability community to access their earned benefits. Social Security Administration. Resolution of Inquiry by Representative John Larson (H. Res. 195): Requesting information be provided to Congress regarding the Department of Government Efficiencys (DOGE) access to the Social Security Administrations computer data, which compromises beneficiary privacy by allowing access to Americans personal information such as Social Security numbers, banking information, earnings history and medical information. Social Security Administration. Keep Our Field Offices Open Act (H.R. 1876): Proposals to suspend Social Security field office closures until January 21, 2029, after which date the Commissioner of Social Security would be required to submit a detailed report to Congress, laying out and justifying a process for closing, consolidating, or reducing access to field offices; bill also requires the Commissioner to maintain the total number of field offices and hearing offices that were in operation on January 20, 2025, after the moratorium ends and requires that, in considering future office closures, the Commissioner must consider potential transportation and communication barriers for individuals served by the office, provide significant advance notice to the public and members of Congress, and ensure opportunities for public input and appeals. Social Security Administration. Protecting Americans Social Security Data Act (H.R. 1877): Proposals to protect Americans from having their sensitive personal information politicized or bought and sold to the highest bidder by preventing Elon Musk, his associates, and political appointees from accessing sensitive data systems at SSA, codifying SSA data privacy requirements into law and strengthening oversight and civil penalties for any privacy and disclosure violations of Social Security beneficiaries personal information. Social Security Administration. The Improving Social Securitys Service to Victims of Identity Theft Act (S. 1666 and H.R. 5345): Proposal to improve 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. Comments on Omitting Food from In-Kind Support and Maintenance Calculations, Docket No. SSA-2021-0014; Comments on Expanding the Rental Subsidy, Docket No. SSA-2023-0010; Comments on Intermediate Improvement to the Disability Adjudication Process Including How We Consider Past Work, Docket No. SSA-2023-0024; Comments on Rulemaking Expanding the Definition of a Public Assistance Household, Docket No. SSA-2023-0015; Comments on strengthening rule regarding the Use of Electronic Payroll Data to Improve Program Administration, Docket No. SSA-2016-0039. Social Security Administration. Comments submitted regarding Social Security Form SSA-827 proposal (Medical Record Collection Process) and the Disability Applicant Evidence Simplification Act (DAESA) draft. Social Security Administration. The creation of an online application for all SSI applicants, streamlining data collection to more effectively obtain treating source evidence, eliminating the reconsideration level of review, updating outdated occupational information, adding a robust online scheduling tool and ensuring comprehensive customer service for all individuals. Social Security Administration. Removing Barriers to Work for Disabled Americans Act (H.R. 8884). Proposals to reauthorize SSA demonstration projects intended to help Americans with disabilities re-enter the workforce, but this legislation does not include guardrails to prevent the Trump Administration from forcing our most vulnerable citizens off the disability roles. In light of this Administrations previous efforts to eviscerate the disability program (SSDI) through the mechanism of demonstration projects, budget proposals and regulatory changes, such guardrails are essential. Womens Retirement Security. The Womens Retirement Protection Act (S. 988 and H.R. 2023): Proposal to amend the Employee Retirement Income Security Act of 1974 to provide for greater spousal protection under defined contribution plans. Food Security for Seniors. Farm bill reauthorization (American Relief Act, P.L. 118-158, Division D) and the Farm, Food, and National Security Act of 2026 (H.R. 7567): Proposals to cut future Supplemental Nutrition Assistance Program (SNAP) benefits or other harmful policies that would worsen the problem of hunger for Americas older adults and other food insecure individuals.

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

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

1. Proposals to change the Social Security annual Cost of Living Adjustment formula 2. Proposals to raise the Social Security early and normal retirement ages 3. Proposals to "means test" Social Security benefits 4. Proposals to change the Social Security earnings cap 5. Proposals to change the Social Security withholding tax and increase benefits 6. H.R. 1700, Social Security Expansion Act, entire bill 7. S. 700, Social Security Expansion Act, entire bill 8. S. 1234, SSI Savings Penalty Elimination Act, entire bill 9. H.R. 1876, Keeping Our Field Offices Open Act, entire bill 10. H.R. 1877, Protecting Americans SocialSecurity Data Act, entire bill 11. Treatment of caregivers under the Social Security Act 12. Proposals to increase the Social Security death benefit 13. S. 2335, Pensions for All Act, entire bill 14. S. 2763, Keep Billionaires Out of Social Security Act, entire bill 15. S. 2614, Protecting and Preserving Social Security Act, entire bill 16. H.R. 4968, Protecting and Preserving Social Security Act, entire bill 17. S. 3462, Safeguarding American Families and Expanding Social Security Act of 2025, entire bill 18. S. 5178, Social Security Survivor Benefits Equity Act, entire bill 19. S. 3255, Surviving Widow(er) Income Fair Treatment Act of 2025, entire bill 20. S. 3462, Safeguarding American Families and Expanding Social Security Act, entire bill 21. H.R. 6084, ERISA Litigation Reform Act, entire bill 22. H.Res. 1059, Of inquiry requesting the President of the United States to furnish certain information to the House of Representatives relating to the Department of Government Efficiency's access to and usage of NUMIDENT and other personally identifiable information in the possession of the Social Security Administration, entire resolution 23. H.R. 7828, Supplemental Security Income Restoration Act, entire bill 24. S. 4001, Supplemental Security Income Restoration Act of 2026, entire bill 25. S. 4092, No Crypto in Social Security Act, entire bill 26. Department of Labor proposed regulations regarding crypto and private equity investments in 401(k) accounts 27. H.R. 9296,Strengthening Social Security Act of 2026, entire bill 28. H.R. 9415, Safeguarding American Families and Expanding Social Security Act of 2026, entire bill

Client expense: $85,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE

1. Proposal to extend the Tax Cuts and Jobs Act of 2017 2. S. 445, Carried Interest Fairness Act, entire bill 3. H.R. 3271, Medicare and Social Security Fair Share Act, entire bill 4. S. 1690, Medicare and Social Security Fair Share Act, entire bill 5. H.R. 7806, Direct File Act, entire bill 6. S. 3948, Direct File Act, entire bill 7. S. 1690, Medicare and Social Security Fair Share Act, entire bill 8. H.R. 7828, Supplemental Security Income Restoration Act of 2026, entire bill

Client expense: $85,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 930, the Stop the Wait Act H.R. 2540/S. 1234, the SSI Savings Penalty Elimination Act H.R. 3517, the Social Security Enhancement and Protection Act of 2025 H.R. 7828/S. 4001, the Supplemental Security Income Restoration Act of 2026 H.R. 3924, the We Cant Wait Act Discussions: Preserving the Combined Federal Campaign

Client expense: $112,137 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Office of Personnel Management (OPM), SENATE, Social Security Administration (SSA)

Issues related to Social Security Administration disability claims due process (generally, no specific legislation); Issues related to Social Security Administration customer service (generally, no specific legislation); Issues related to Social Security Administration engagement with appointed representatives on disability claims (generally, no specific legislation); Issues related to Health and Human Services interpretation of standards for digital health information exchange (generally, no specific legislation); SSI Savings Penalty Elimination Act (S 1234 and HR 2540); SSI Restoration Act (S 4001 and HR 7828); Ticket to Work Advertisement Act (HR 7253); Phased-in SSDI during waiting period for terminally ill claimants (S 4255); Stop the Wait Act (HR 930); We Can't Wait Act (S 3924); Immediate Access for the Terminally Ill Act (S 3648 and HR 7104); Social Security Enhancement and Protection Act (HR 3517); Social Security Overpayment Relief Act (HR 2142); Social Security Expansion Act (S 770 and HR 1700)

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

Government targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE, Social Security Administration (SSA)

Support HR 1389, Marriage Equality for Disabled Adults; S 73/HR 1757 - Eliminating the Marriage Penalty in SSI Act (EMPSA); Support HR 7828 - SSI Income Restoration Act (marriage penalty, asset limits; Comment on Centers for Medicare & Medicaid Services Request for Information Related to Comprehensive Regulations to Uncover Suspicious Healthcare (CRUSH); CMS settings rule and urging that it be maintained; Oppose reorganization of HHS; Opposing breaking up the Administration for Community Living (ACL) along with the transfer of the Substance Abuse and Mental Health Services Agency (SAMHSA); Support Autism Family Caregivers Act; Support SSI Savings Penalty Elimination Act; Protect Medicaid (no cuts) in FY26 reconciliation/budget;

Client expense: $12,000 · Firm income: Not reported

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

HR 7828, S 4001- Supplemental Security Income Restoration Act of 2026

Client expense: $600,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Improvements to Social Security Act Title II and Title XVI for people with disabilities; Supplemental Security Income program issues, provisions dealing with persons with disabilities; Social Security Disability program issues, provisions dealing with persons with disabilities; S.1234/H.R.2540 - SSI Savings Penalty Elimination Act; H.R.930 - Stop the Wait Act of 2025; H.R.1389 - Marriage Equality for Disabled Adults Act; S.627 - Ensuring Nationwide Access to Better Life Experience (ENABLE) Act; We Cant Wait Act (S.3924); SSI Restoration Act (S.4001/H.R.7828).

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

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

S. 1227/H.R. 2491, Alleviating Barriers for Caregivers Act. Public Law 119-21, the One, Big, Beautiful Bill Act. S.1831 Auto Reenroll Act. H.R.6722 Automatic IRA Act. S. 1526/H.R. 2696, the Retirement Savings for Americans Act. S.1840, the RISE Act. S.3924, the We Cant Wait Act. S.4255, the Expedited Disability Insurance Payments for Terminally Ill Individuals Act. H.R.3517, the Social Security Enhancement and Protection Act. S.4092, the No Crypto in Social Security Act. H.R.6644, the ROAD to Housing Act. S.988 /H.R. 2023, the Women's Retirement Protection Act. H.R.6084, the ERISA Litigation Reform Act. S.1234/HR 2540, the SSI Savings Penalty Elimination Act. S.1504/HR 5284, the Claiming Age Clarity Act. S. 1666/HR 5345, the Improving Social Securitys Service to Victims of Identity Theft Act. H.R. 5348, the Social Security Child Protection Act. H.R. 3695, the Social Security Access Act. H.R. 3271/S 1690, the Medicare & Social Security Fair Share Act. S. 4184, the Senior Citizens Freedom to Work Act. H.R. 1877, the Protecting Americans Social Security Data Act. S. 4001/HR 7828, the Supplemental Security Income Restoration Act. H.Res.1059 - Of inquiry requesting the President of the United States to furnish certain information to the House of Representatives relating to the Department of Government Efficiency's access to and usage of NUMIDENT and other personally identifiable information in the possession of the Social Security Administration. H.R. 7573, the Modernize SSI Stipends Act. No bill number. Discussed retirement access and coverage issues. No bill number. Discussed fiduciary obligations. No bill number. Discussed alternative assets in retirement plans. No bill number. Discussed Lifetime income. No bill number. Discussed retirement plan rollovers. No bill number. Discussed litigation reform and ERISA. No bill number. Discussed federal retirement savings program. No bill number. Discussed funding for the Social Security Administration (SSA). No bill number. Discussed SSAs customer service and agency operations. No bill number. Discussed SSAs in-person service options. No bill number. Discussed SSAs National Scheduling Calendar initiative. No bill number. Discussed SSAs engagement with advocacy groups. No bill number. Discussed Social Securitys Retirement Earnings Test. No bill number. Discussed Social Security solvency. No bill number. Discussed a balanced budget amendment. No bill number. Discussed SSA data privacy. No bill number. Discussed the Senior Independence Act. No bill number. Discussed the Final Month Fairness Act. No bill number. Discussed the Social Security Caregiver Credit Act. No bill number. Discussed Social Security and crypto investments. No bill number. Discussed a sovereign wealth fund for Social Security. No bill number. Discussed ways to improve SSI take-up.

Client expense: $3,830,000 · Firm income: Not reported

Government targets: General Services Administration (GSA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), SENATE, Social Security Administration (SSA), White House Office

DOL - 2026 Retirement Fiduciary Rule DOL- Proposed rule to open up 401(k) retirement plans to alternative assets H.R. 2988 Protecting Prudent Investment of Retirement Savings Act H.R. 6084, the ERISA Litigation Reform Act H.R.6424 Social Security Survivor Benefits Equity Act H.R.7828 Supplemental Security Income Restoration Act of 2026 HR 3289 and S. 4012 Fiscal Commission Act HR 34 Land And Social Security Optimization Act S. 2741 Surviving Widow(er) Income Fair Treatment S. 2763 Keep Billionaires Out of Social Security Act S. 3357 and HR 6424 Social Security Survivor Benefits Equity Act S. 3462 Safeguarding American Families and Expanding Social Security Act of 2025 S.4001 Supplemental Security Income Restoration Act of 2026

Client expense: $880,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE

Older Americans Act Reauthorization. The Older Americans Act Reauthorization Act (S. 2120): Proposals to reauthorize the Older Americans Act (OAA) of 1965 and to increase the authorization of appropriations for OAA programs, which is the major federal discretionary funding source for home and community-based services for older adults and their caregivers. Programs supported through the OAA include home-delivered and congregate nutrition services, in-home supportive services, transportation, caregiver support, community service employment, health and wellness programs, the long-term care ombudsman program, services to prevent the abuse, neglect, and exploitation of older adults, and other supportive services. Social Security Cost of Living Adjustment (COLA). The Fair COLA for Seniors Act (No bill) and the Social Security Cost of Living Increase Act (No bill): Proposals to adopt the Consumer Price Index for the Elderly (CPI-E) for the purpose of determining COLAs for Social Security beneficiaries; the Boosting Benefits and COLAs for Seniors Act (S. 3059): Proposal to calculate COLAs using the current Consumer Price Index for Urban Wage Earners and Clerical Workers (CPI-W) or the Consumer Price Index for the Elderly (CPI-E), whichever is greater. Social Security Expansion. The Social Security 2100 Act (No bill): 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. 770 and H.R. 1700): Proposals to enhance Social Security benefits and ensure the long-term solvency of the Social Security program. The Strengthening Social Security Act (No bill): Proposals to extend the solvency of the Social Security Trust Funds and improve benefits. The Safeguarding American Families & Expanding Social Security Act (S. 3462): Proposals to update and modernize Social Security benefits and to extend solvency of the Social Security Trust Funds. The Protecting and Preserving Social Security Act (S. 2614 and H.R. 4968): Proposals 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. The Protecting Our Widows and Widowers in Retirement Act (No bill): Proposals to improve benefits for widows and widowers in two-income households. The Surviving Widow(er) Income Fair Treatment Act (SWIFT Act) (S. 3255): Proposal to increase survivors benefits for disabled widows, widowers, and surviving divorced spouses; Social Security Enhancement and Protection Act (H.R. 3517): Proposal would improve Social Security benefits by increasing the Special Minimum Benefit, boosting benefits for seniors who have on the Social Security rolls for a long period of time, restore student benefits to age 26 and extend the life of the Trust Funds by eliminating the cap on Social Security benefits and phasing-in an increase in the payroll tax rate. The Social Security Survivor Benefits Equity Act (H.R. 6424 and S. 3357): Proposal to increase the lump-sum benefit amount payable upon the death of a beneficiary to take into account inflation. Social Security Funding. The Medicare and Social Security Fair Share Act (H.R. 3271 and S. 1690): Proposals to close the loophole for wealthy individuals who bypass paying the net investment income tax (NIIT) and directing the revenue to the Social Security Trust Funds and to the Hospital Insurance Fund, which pays for Medicare Part A that covers inpatient care in hospitals. Cutting Social Security by Raising the Retirement Age. Affirming the Presidents Promise Not to Raise the Social Security and Medicare Retirement Age (H. Res. 657): House Resolution opposing raising Social Security or Medicare eligibility age. Caregiver Social Security Credits. The Social Security Caregiver Credits Act (No bill): 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 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. (No bill): Proposal to nullify 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. (H.R. 2999, H.R. 2142 and S. 1023): 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 through no fault of their own. 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 (No bill): Proposal 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 Security Income (SSI) Program. The Supplemental Security Income Restoration Act (S. 4001 and H.R. 7828): Proposals to strengthen and restore the SSI program. Supplemental Security Income (SSI) Program. The SSI Savings Penalty Elimination Act (H.R. 2540 and S. 1234): Proposal to amend title XVI of the Social Security Act to update the resource limit for Supplemental Security Income eligibility. The Fairness in Social Security Act (No bill): Proposal to amend the Internal Revenue Code of 1986 to exclude the portion of a lump-sum Social Security benefit payment that relates to periods prior to the taxable year from the determination of household income as it relates to SSI eligibility. Retirement Plan Distribution: IRS Notice relating to Use of an Electronic Medium to Make Participant Elections and Spousal Consents (RIN 1545-Bq50). House Committee on Aging. (H. Res. 1013): A Resolution amending the Rules of the House to reestablish a Permanent Select Committee on Aging. Retirement Plan Fiduciary Rule: U.S. Department of Labor, Employee Benefits Security Administration, Office of Regulations and Interpretations - RIN 1210-AC02; Application No. D-12057; Application No. D-12060. The Department of Labor proposed regulation to modernize the fiduciary rule to strengthen protections for retirement investors who seek professional investment advice. (No bill): Congressional reversal of the rule submitted by the Department of Labor relating to "Retirement Security Rule: Definition of an Investment Advice Fiduciary". Pensions: The ERISA Litigation Reform Act (H.R. 6084). A bill that would undermine ERISAs ability to protect retirement plan participants hard-earned retirement income under the erroneous notion that the recent unanimous Supreme Court decision in Cunningham v. Cornell University will lead to a tide of ERISA class action litigation. Social Security Administration. Keep Billionaires Out of Our Social Security Act (S. 2763), Hands Off Our Social Security Act (H.R. 4734), Repairing Social Security after DOGE (H.R. 6237). Proposals to reverse cuts the Trump Administration has made to the Social Security Administration (SSA), prevents Social Security field offices from shutting down, makes it easier for seniors and people with disabilities to apply for the benefits they have earned over the phone, provides the resources the SSA needs to approve earned benefits quickly, protects benefits from unauthorized tampering, delays or changes, blocks privatization of SSA, enforces privacy protections for beneficiary data, and requires annual Government Accountability Office audits on staffing, operations and compliance. Social Security Administration. Letter to Social Security Commissioner Frank Bisignano opposing enhanced identity verification procedures for beneficiary transactions with SSA that will make it difficult, if not impossible, for many older Americans and members of the disability community to access their earned benefits. Social Security Administration. Resolution of Inquiry by Representative John Larson (H. Res. 195): Requesting information be provided to Congress regarding the Department of Government Efficiencys (DOGE) access to the Social Security Administrations computer data, which compromises beneficiary privacy by allowing access to Americans personal information such as Social Security numbers, banking information, earnings history and medical information. Social Security Administration. Keep Our Field Offices Open Act (H.R. 1876): Proposals to suspend Social Security field office closures until January 21, 2029, after which date the Commissioner of Social Security would be required to submit a detailed report to Congress, laying out and justifying a process for closing, consolidating, or reducing access to field offices; bill also requires the Commissioner to maintain the total number of field offices and hearing offices that were in operation on January 20, 2025, after the moratorium ends and requires that, in considering future office closures, the Commissioner must consider potential transportation and communication barriers for individuals served by the office, provide significant advance notice to the public and members of Congress, and ensure opportunities for public input and appeals. Social Security Administration. Protecting Americans Social Security Data Act (H.R. 1877): Proposals to protect Americans from having their sensitive personal information politicized or bought and sold to the highest bidder by preventing Elon Musk, his associates, and political appointees from accessing sensitive data systems at SSA, codifying SSA data privacy requirements into law and strengthening oversight and civil penalties for any privacy and disclosure violations of Social Security beneficiaries personal information. Social Security Administration. The Improving Social Securitys Service to Victims of Identity Theft Act (S. 1666): Proposal to improve 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. Comments on Omitting Food from In-Kind Support and Maintenance Calculations, Docket No. SSA-2021-0014; Comments on Expanding the Rental Subsidy, Docket No. SSA-2023-0010; Comments on Intermediate Improvement to the Disability Adjudication Process Including How We Consider Past Work, Docket No. SSA-2023-0024; Comments on Rulemaking Expanding the Definition of a Public Assistance Household, Docket No. SSA-2023-0015; Comments on strengthening rule regarding the Use of Electronic Payroll Data to Improve Program Administration, Docket No. SSA-2016-0039. Social Security Administration. Comments submitted regarding Social Security Form SSA-827 proposal (Medical Record Collection Process) and the Disability Applicant Evidence Simplification Act (DAESA) draft. Social Security Administration. The creation of an online application for all SSI applicants, streamlining data collection to more effectively obtain treating source evidence, eliminating the reconsideration level of review, updating outdated occupational information, adding a robust online scheduling tool and ensuring comprehensive customer service for all individuals. Womens Retirement Security. The Womens Retirement Protection Act (S. 988 and H.R. 2023): Proposal to amend the Employee Retirement Income Security Act of 1974 to provide for greater spousal protection under defined contribution plans. Food Security for Seniors. Farm bill reauthorization (American Relief Act, P.L. 118-158, Division D): Provisions to cut future Supplemental Nutrition Assistance Program (SNAP) benefits or other harmful policies that would worsen the problem of hunger for Americas older adults and other food insecure individuals.

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

Older Americans Act Reauthorization. The Older Americans Act Reauthorization Act (S. 2120): Proposals to reauthorize the Older Americans Act (OAA) of 1965 and to increase the authorization of appropriations for OAA programs, which is the major federal discretionary funding source for home and community-based services for older adults and their caregivers. Programs supported through the OAA include home-delivered and congregate nutrition services, in-home supportive services, transportation, caregiver support, community service employment, health and wellness programs, the long-term care ombudsman program, services to prevent the abuse, neglect, and exploitation of older adults, and other supportive services. Social Security Cost of Living Adjustment (COLA). The Fair COLA for Seniors Act (No bill) and the Social Security Cost of Living Increase Act (No bill): Proposals to adopt the Consumer Price Index for the Elderly (CPI-E) for the purpose of determining COLAs for Social Security beneficiaries; the Boosting Benefits and COLAs for Seniors Act (S. 3059): Proposal to calculate COLAs using the current Consumer Price Index for Urban Wage Earners and Clerical Workers (CPI-W) or the Consumer Price Index for the Elderly (CPI-E), whichever is greater. Social Security Expansion. The Social Security 2100 Act (No bill): 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. 770 and H.R. 1700): Proposals to enhance Social Security benefits and ensure the long-term solvency of the Social Security program. The Strengthening Social Security Act (No bill): Proposals to extend the solvency of the Social Security Trust Funds and improve benefits. The Safeguarding American Families & Expanding Social Security Act (S. 3462): Proposals to update and modernize Social Security benefits and to extend solvency of the Social Security Trust Funds. The Protecting and Preserving Social Security Act (S. 2614 and H.R. 4968): Proposals 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. The Protecting Our Widows and Widowers in Retirement Act (No bill): Proposals to improve benefits for widows and widowers in two-income households. The Surviving Widow(er) Income Fair Treatment Act (SWIFT Act) (S. 3255): Proposal to increase survivors benefits for disabled widows, widowers, and surviving divorced spouses; Social Security Enhancement and Protection Act (H.R. 3517): Proposal would improve Social Security benefits by increasing the Special Minimum Benefit, boosting benefits for seniors who have on the Social Security rolls for a long period of time, restore student benefits to age 26 and extend the life of the Trust Funds by eliminating the cap on Social Security benefits and phasing-in an increase in the payroll tax rate. The Social Security Survivor Benefits Equity Act (H.R. 6424 and S. 3357): Proposal to increase the lump-sum benefit amount payable upon the death of a beneficiary to take into account inflation. Social Security Funding. The Medicare and Social Security Fair Share Act (H.R. 3271 and S. 1690): Proposals to close the loophole for wealthy individuals who bypass paying the net investment income tax (NIIT) and directing the revenue to the Social Security Trust Funds and to the Hospital Insurance Fund, which pays for Medicare Part A that covers inpatient care in hospitals. Cutting Social Security by Raising the Retirement Age. Affirming the Presidents Promise Not to Raise the Social Security and Medicare Retirement Age (H. Res. 657): House Resolution opposing raising Social Security or Medicare eligibility age. Caregiver Social Security Credits. The Social Security Caregiver Credits Act (No bill): 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 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. (No bill): Proposal to nullify 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. (H.R. 2999, H.R. 2142 and S. 1023): 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 through no fault of their own. 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 (No bill): Proposal 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 Security Income (SSI) Program. The Supplemental Security Income Restoration Act (S. 4001 and H.R. 7828): Proposals to strengthen and restore the SSI program. Supplemental Security Income (SSI) Program. The SSI Savings Penalty Elimination Act (H.R. 2540 and S. 1234): Proposal to amend title XVI of the Social Security Act to update the resource limit for Supplemental Security Income eligibility. The Fairness in Social Security Act (No bill): Proposal to amend the Internal Revenue Code of 1986 to exclude the portion of a lump-sum Social Security benefit payment that relates to periods prior to the taxable year from the determination of household income as it relates to SSI eligibility. Retirement Plan Distribution: IRS Notice relating to Use of an Electronic Medium to Make Participant Elections and Spousal Consents (RIN 1545-Bq50). House Committee on Aging. (H. Res. 1013): A Resolution amending the Rules of the House to reestablish a Permanent Select Committee on Aging. Retirement Plan Fiduciary Rule: U.S. Department of Labor, Employee Benefits Security Administration, Office of Regulations and Interpretations - RIN 1210-AC02; Application No. D-12057; Application No. D-12060. The Department of Labor proposed regulation to modernize the fiduciary rule to strengthen protections for retirement investors who seek professional investment advice. (No bill): Congressional reversal of the rule submitted by the Department of Labor relating to "Retirement Security Rule: Definition of an Investment Advice Fiduciary". Pensions: The ERISA Litigation Reform Act (H.R. 6084). A bill that would undermine ERISAs ability to protect retirement plan participants hard-earned retirement income under the erroneous notion that the recent unanimous Supreme Court decision in Cunningham v. Cornell University will lead to a tide of ERISA class action litigation. Social Security Administration. Keep Billionaires Out of Our Social Security Act (S. 2763), Hands Off Our Social Security Act (H.R. 4734), Repairing Social Security after DOGE (H.R. 6237). Proposals to reverse cuts the Trump Administration has made to the Social Security Administration (SSA), prevents Social Security field offices from shutting down, makes it easier for seniors and people with disabilities to apply for the benefits they have earned over the phone, provides the resources the SSA needs to approve earned benefits quickly, protects benefits from unauthorized tampering, delays or changes, blocks privatization of SSA, enforces privacy protections for beneficiary data, and requires annual Government Accountability Office audits on staffing, operations and compliance. Social Security Administration. Letter to Social Security Commissioner Frank Bisignano opposing enhanced identity verification procedures for beneficiary transactions with SSA that will make it difficult, if not impossible, for many older Americans and members of the disability community to access their earned benefits. Social Security Administration. Resolution of Inquiry by Representative John Larson (H. Res. 195): Requesting information be provided to Congress regarding the Department of Government Efficiencys (DOGE) access to the Social Security Administrations computer data, which compromises beneficiary privacy by allowing access to Americans personal information such as Social Security numbers, banking information, earnings history and medical information. Social Security Administration. Keep Our Field Offices Open Act (H.R. 1876): Proposals to suspend Social Security field office closures until January 21, 2029, after which date the Commissioner of Social Security would be required to submit a detailed report to Congress, laying out and justifying a process for closing, consolidating, or reducing access to field offices; bill also requires the Commissioner to maintain the total number of field offices and hearing offices that were in operation on January 20, 2025, after the moratorium ends and requires that, in considering future office closures, the Commissioner must consider potential transportation and communication barriers for individuals served by the office, provide significant advance notice to the public and members of Congress, and ensure opportunities for public input and appeals. Social Security Administration. Protecting Americans Social Security Data Act (H.R. 1877): Proposals to protect Americans from having their sensitive personal information politicized or bought and sold to the highest bidder by preventing Elon Musk, his associates, and political appointees from accessing sensitive data systems at SSA, codifying SSA data privacy requirements into law and strengthening oversight and civil penalties for any privacy and disclosure violations of Social Security beneficiaries personal information. Social Security Administration. The Improving Social Securitys Service to Victims of Identity Theft Act (S. 1666): Proposal to improve 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. Comments on Omitting Food from In-Kind Support and Maintenance Calculations, Docket No. SSA-2021-0014; Comments on Expanding the Rental Subsidy, Docket No. SSA-2023-0010; Comments on Intermediate Improvement to the Disability Adjudication Process Including How We Consider Past Work, Docket No. SSA-2023-0024; Comments on Rulemaking Expanding the Definition of a Public Assistance Household, Docket No. SSA-2023-0015; Comments on strengthening rule regarding the Use of Electronic Payroll Data to Improve Program Administration, Docket No. SSA-2016-0039. Social Security Administration. Comments submitted regarding Social Security Form SSA-827 proposal (Medical Record Collection Process) and the Disability Applicant Evidence Simplification Act (DAESA) draft. Social Security Administration. The creation of an online application for all SSI applicants, streamlining data collection to more effectively obtain treating source evidence, eliminating the reconsideration level of review, updating outdated occupational information, adding a robust online scheduling tool and ensuring comprehensive customer service for all individuals. Womens Retirement Security. The Womens Retirement Protection Act (S. 988 and H.R. 2023): Proposal to amend the Employee Retirement Income Security Act of 1974 to provide for greater spousal protection under defined contribution plans. Food Security for Seniors. Farm bill reauthorization (American Relief Act, P.L. 118-158, Division D): Provisions to cut future Supplemental Nutrition Assistance Program (SNAP) benefits or other harmful policies that would worsen the problem of hunger for Americas older adults and other food insecure individuals.

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

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

1. Proposals to change the Social Security annual Cost of Living Adjustment formula 2. Proposals to raise the Social Security early and normal retirement ages 3. Proposals to "means test" Social Security benefits 4. Proposals to change the Social Security earnings cap 5. Proposals to change the Social Security withholding tax and increase benefits 6. H.R. 1700, Social Security Expansion Act, entire bill 7. S. 700, Social Security Expansion Act, entire bill 8. S. 1234, SSI Savings Penalty Elimination Act, entire bill 9. H.R. 1876, Keeping Our Field Offices Open Act, entire bill 10. H.R. 1877, Protecting Americans SocialSecurity Data Act, entire bill 11. Treatment of caregivers under the Social Security Act 12. Proposals to increase the Social Security death benefit 13. S. 2335, Pensions for All Act, entire bill 14. S. 2763, Keep Billionaires Out of Social Security Act, entire bill 15. S. 2614, Protecting and Preserving Social Security Act, entire bill 16. H.R. 4968, Protecting and Preserving Social Security Act, entire bill 17. S. 3462, Safeguarding American Families and Expanding Social Security Act of 2025, entire bill 18. S. 5178, Social Security Survivor Benefits Equity Act, entire bill 19. S. 3255, Surviving Widow(er) Income Fair Treatment Act of 2025, entire bill 20. S. 3462, Safeguarding American Families and Expanding Social Security Act, entire bill 21. H.R. 6084, ERISA Litigation Reform Act, entire bill 22. H.Res. 1059, Of inquiry requesting the President of the United States to furnish certain information to the House of Representatives relating to the Department of Government Efficiency's access to and usage of NUMIDENT and other personally identifiable information in the possession of the Social Security Administration, entire resolution 23. H.R. 7828, Supplemental Security Income Restoration Act, entire bill 24. S. 4001, Supplemental Security Income Restoration Act of 2026, entire bill 25. S. 4092, No Crypto in Social Security Act, entire bill

Client expense: $95,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R.2223: Building Capacity for Care Act: Grans and loan guarantees to build mental health facilities. S.931: Complete Care Act: Integrating Behavioral health care into primary care H.R. 1906:Rural Wellness Act: Grants for telemedicine to provide Access to care in rural communities S. 779/H.R. 1735: EARLY Minds Act allows States to use some Mental Health Block Grant funds towards prevention and early intervention activities. H.R. 1902: HERO Act allows for the collection of data on first responder suicides to better identify and treat PTSD and combat suicide. S. 665: Fatal Overdose Reduction Act of 2025 creates hubs to treat substance use disorders. H.R. 1305: Improving Measurements for Loneliness and Isolation Act of 2025 creates a working group to better understand and define loneliness and isolation. S. 600: Supporting Adopted Children and Families Act enhances pre and post adoption services. S. 454: Gambling Addiction Recovery, Investment, and Treatment Act creates grants for state to address gambling addiction. S. 266/H.R. 929: Dr. Lorna Breen Health Care Provider Protection Reauthorization Act continues education and awareness for mental health services. H.R. 2483: SUPPORT for Patients and Communities Reauthorization Act of 2025 extends and expands grants for serious mental illness and substance use disorder. Support for the inclusion of those with lived experience on the Make America Health Again (MAHA) Commission Support for staffing levels as of 1.1.25 at HHS and SAMHSA Support for Maternal Mental Health programs and funding Support for ending Medicare's 190-day lifetime limit on inpatient psychiatric care -- H.R. 1141: Gambling Addiction Recovery, Investment, and Treatment Act authorizes grants to states and research funding to address gambling addiction. H.R. 2044: Suicide Prevention Assistance Act establishes grants for primary care offices to provide self-harm and suicide prevention services. H.R. 2223: Building Capacity for Care Act provides financial support for developing mental health and substance use disorder treatment facilities. H.R. 2305: Corrections Officer Blake Schwarz Suicide Prevention Act of 2025 establishes a grant program to fund mental health screenings and referrals for corrections officer. H.R. 2587/S.1266: Youth Mental Health Research Act establishes a collaborative research initiative within the NIH to improve youth mental health. H.R. 2630: Youth Suicide Prevention Research Act expands research focus areas on childhood suicide to include adverse childhood experiences and toxic stress. H.R. 2904: Pursuing Equity in Mental Health Act authorizes federal grants for culturally competent research, outreach, provider training, and priority support for programs. H.R. 2936: Addressing Boarding and Crowding in the Emergency Department Act allows grants for tracking hospital bed capacity and introduces pilot programs for emergency care improvements. H.R. 2957: STRONG Support for Children Act of 2025 establishes programs aimed at preventing and mitigating childhood trauma through data analysis and strategy implementation. H.R. 3103: Health Share Transparency Act of 2025 requires health care sharing ministries to disclose financial and operational information to federal agencies and enrollees. H.R. 3130: FACTS Act establishes education and public health partnerships to prevent synthetic opioid misuse among youth. H.R. 3262: NURSE Act creates grants to increase school nurses in under-resourced schools. H.R. 3266: Mental Health Infrastructure Improvement Act of 2025 provides loans to expand and improve pediatric and adult mental health and substance use disorder treatment facilities. H.R. 3420: Words Matter Act of 2025 replacing outdated and stigmatizing terms related to intellectual disabilities with more respectful language. H.R. 3505: Barriers to Suicide Act of 2025 creates a grant program to install nets and barriers on infrastructures like bridges and railroads. H.R. 3520: STAND Against Emerging Opioids Act schedules tianeptine and its analogues as Schedule III controlled substances. H.R. 3601: National ACERT Grant Program Authorization Act establishes a new grant program focused on addressing adverse childhood experiences related to trauma exposure. H.R. 3689: TREAT Youth Act reauthorizes and increases funding for youth substance use prevention and recovery initiatives under the SUPPORT for Patients and Communities Act. H.R. 3743: Supporting Healthy Mothers and Infants Act of 2025 modernizes language for substance use disorder and expands nutrition education and outreach. S. 1056: Home-Based Telemental Health Care Act of 2025 establishes a grant program to improve mental health and substance use services for rural populations through telemental health care. S. 1062: Suicide Prevention Act establishes programs to enhance surveillance of self-harm and provide suicide prevention services in hospital emergency departments. S. 1074: Agricultural Access to Substance Use Disorder Treatment and Mental Health Care Act of 2025 requires a study on the accessibility of mental health and substance use disorder services for farmers and ranchers. S. 1261: CONNECT for Health Act of 2025 seeks to expand telehealth access by removing geographic restrictions. S. 1329/H.R. 2741: PEER Support Act supports and professionalizes peer support specialists and establishes an Office of Recovery. S. 139: FASD Respect Act reauthorize and extend the Fetal Alcohol Spectrum Disorders (FASD) Prevention and Services program. S. 1448: Pursuing Equity in Mental Health Act seeks to improve mental health services and reduce disparities for racial and ethnic minority youth through increased funding, research, and education initiatives. S. 1663/H.R. 3243: Therapeutic Fraud Prevention Act of 2025 prohibits commercial conversion therapy. S. 1673/H.R. 3260: Mental Health Improvement Act extends the authorization period for mental and behavioral health education and training grants. S. 1689/ H.R. 3316: Stop Mental Health Stigma in Our Communities Act of 2025 mandates the development of a national outreach and education strategy tailored to the cultural and linguistic needs of AANHPI populations. S. 1878: ATTAIN Mental Health Act creates an online dashboard to centralize public access to information about federal and state grants for mental health and substance use disorder programs. S. 473: SENIOR Act address loneliness among older adults by requiring screenings, coordinating services, and preparing a report on loneliness. S. 931/H.R. 2509: COMPLETE Care Act incentivizes behavioral health integration with primary care through increased payments and technical assistance. S.Res. 208: A resolution supporting the designation of May 10, 2025, as "National Asian American, Native Hawaiian, and Pacific Islander Mental Health Day." S.Res. 249/H.Res. 441: A resolution expressing support for the designation of May 2025 as "Mental Health Awareness Month." H.R. 3305. Barriers to Suicide Act: Creates a grant program to provide suicide barriers on bridges and other structures H.Res 542/S. 332: Expressing support for the designation of the month of June 2025 as National Post-traumatic stress Awareness Month and June 27, 2025 as National Post-traumatic Stress Awareness Day H.Res 671: Prioritizing Mental Health to the Same Degree as Physical Health to address the epidemics of suicide and drug overdose in the United States H.Res 697/ S. Res 385: Recognizing Suicide as a serious public health problem and supporting September as National Suicide Prevention Month and September 10 as World Suicide Prevention Day H.Res 764: Recognizing the continuing disparities in Black youth mental health and access to care H.R. 4400/S. 2282: Farmers First Act: reauthorizes and expands funding of the Farm Ranch Suicide Prevention Act. HR 4723/ S.2446: Mental Health For Latinos Act: Directs the development of a culturally tailored mental health outreach and education strategy for Hispanic and Latino Populations. S. 2556: Protecting Health Care and Lowering Costs Act: repeals recent health law changes, permanently expands ACA Tax Credits beyond 400% FPL, and sets a new sliding scale for premium contributions H.Res 684: A resolution expressing support for the designation of September 9, 2025, as National Firearms Suicide Prevention Day HR 5509/S 2903: The Safe Step Act: Creates a clear process to appeal step therapy process S.2826/H.R. 5434:The 988 LGBTQ+ Youth Access Act of 2025: Mandates that at least 9% of suicide prevention hotline funding be reserved for specialized services supporting LGBTQ + youth H.R. 1492: To Amend title XI of the Social Security Act to equalize the negotiation period between small molecule and biologic candidates under the Drug Price Negotiation Program H.R. 2085: The Mental Health Research Accelerator Act: establishes programs to speed up mental health research and innovations H.R. 3419: To Amend the Public Health Service Act to reauthorize the telehealth network and telehealth resource center grant program H.R. 4805: WINGS ACT: Requires a report on the long-term brain and mental health effects of military aviation. H.R. 5306: Gun Suicide Prevention Act of 2025: requires all firearms sold in the United States to display the suicide prevention lifeline label H.R. 5733: Community Mental Wellness Worker Training Act: establishes a grant program to train and certify community mental wellness workers H.R. 5859: Behavioral Health Crisis Care Centers Act: establishes a grant program to fund comprehensive, one stop crisis facilities H.R. 5861: Legacy Act of 2025 mandates a study on creating a secure, national system for storing and retrieving last wish documents. H.R. 6226 Latino Youth Mental Health Empowerment Act: Establish a Mental Health awareness campaign focused on Latino youth. H.R. 6817 To establish a home-based telemental health care grant program to increase mental health and substance use services for individuals in fishing, farming and forestry occupations H.Res. 792 Declaring a need for increased investment in youth mental Health and recognizing youth mental health day and youth suicide prevention day. S.2005 IDeA Reauthorization Act: Strengthens the NIH's Institutional Development Award Program S.2131/H.R. 5828 Dad's Matter Act: Requires a federal public awareness campaign and state guidance to promote fatherhood. S.2336: Halting the Epidemic of Addiction and Loss Act: Update grant program regulation and guidance to include all FDA opioid reversal agents, not just Naloxone S. 2825/H.R.5417 Health Access Innovation Act 2025: grant program to support faith and community-based organizations in addressing health inequities and chronic disease. S.3199 988 Lifeline Location Improvement Act: creates an advisory committee to study and recommend a solution for transmitting geolocation information with 988 calls. S. 3076 Nitazene Control Act: permanently classifies all nitazene opioids as schedule 1 Support for improving integrated care for those with Tardive Dyskinesia H.R. 6249: Addressing Addiction After Disasters Act expands federal disaster relief to include SUD and AUD services alongside mental health support. H.R. 6283: FOSTER Act expand opioid response grants and defines and supports kinship caregivers. H.R. 6396: Kid PROOF Act of 2025 expands grant eligibility and funding to support suicide and overdose prevention among youth. H.R. 6630: Expanding Mental Health Access for Cyber Command Personnel Act requires security-cleared behavioral health professionals to be assigned to Cyber Command locations. H.R. 6679: Tech Wellness for Young Men Act requires a study on the mental, social, and developmental impacts of screen addiction among young men. H.R. 6680: Tech Wellness for Men Act study on the economic, mental health, and social impacts of screen addiction among adult men. H.R. 6940: Hope Heals Act of 2026 requires an assessment amount Executive departments to enhance mental health. H.R. 7030: Securing Facilities for Mental Health Services Act expands access to federal mortgage insurance for all licensed hospitals, including mental health facilities. H.R. 7602: State of Men's Health Act requires a study on men's health disparities and establishes an Office of Men's Health. H.R. 8124: STOP Suicide Act creates a grant program to support evidence-based stabilization services for individuals with serious suicidal thoughts. H.R. 8149: Agricultural Access to Addiction and Mental Health Care Act mandates a study on improving access to addiction and mental health care for farmers and ranchers. H.R. 8160: Premenstrual Dysphoric Disorder Awareness and Research Act of 2026 expand research, raise awareness, improve provider education, and increase access to care for PMDD. H.R.8122: 9-8-8 Connect Act allocates $30 million for crisis center follow-up services. S. 3230: Family Caregiver Peer Support Act creates grants to expand in-person and virtual peer support programs for family caregivers. S. 3271: In-Home CARE Act authorizes grants to support family caregivers through home visiting programs. S. 3402: Ensuring Excellence in Mental Health Act expands and standardizes community behavioral health clinic services S. 3431: Improving Measurements for Loneliness and Isolation Act of 2025 establishes a working group to standardize how loneliness and isolation are defined and measured. S. 3461: RISE from Trauma Act authorizes expands and builds trauma-informed systems for youth and families affected by trauma, violence, and substance use. S. 3714: Family-to-Family Reauthorization Act of 2026 extends and specifies funding for family-to-family health information centers. S. 3840/H.R. 7496: Health Investment Zones Act of 2026 creates Health Investment Zones for incentives, grants, and support to reduce health disparities. S. 921: Tyler's Law requires a federal study and subsequent guidance on whether hospital emergency departments should routinely test for fentanyl in overdose cases. H.R. 7875: Providing Opportunities for Individuals in Need of Treatment and Support (POINTS) Act of 2026 expands prevention, treatment, and recovery services for individuals experiencing gambling addiction. S. 4001/H.R. 7828: Supplemental Security Income Restoration Act of 2026 modernizes SSI eligibility and benefit rules.

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

Government targets: Centers For Medicare and Medicaid Services (CMS), Federal Communications Commission (FCC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Justice, Dept of (DOJ), President of the U.S., SENATE, Substance Abuse & Mental Health Services Administration (SAMHSA)

H.R. 930, the Stop the Wait Act H.R. 2540/S. 1234, the SSI Savings Penalty Elimination Act H.R. 3517, the Social Security Enhancement and Protection Act of 2025 H.R. 7828/S. 4001, the Supplemental Security Income Restoration Act of 2026 S. 3924, the We Cant Wait Act

Client expense: $108,181 · Firm income: Not reported

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

Issues related to Social Security Administration disability claims due process (generally, no specific legislation); Issues related to Social Security Administration customer service (generally, no specific legislation); Issues related to Social Security Administration engagement with appointed representatives on disability claims (generally, no specific legislation); Issues related to Health and Human Services interpretation of standards for digital health information exchange (generally, no specific legislation); SSI Savings Penalty Elimination Act (S 1234 and HR 2540); SSI Restoration Act (S 4001 and HR 7828); Ticket to Work Advertisement Act (HR 7253); Phased-in SSDI during waiting period for terminally ill claimants (S 4255); Stop the Wait Act (HR 930); We Can't Wait Act (S 3924); Immediate Access for the Terminally Ill Act (S 3648 and HR 7104); Social Security Enhancement and Protection Act (HR 3517); Social Security Overpayment Relief Act (HR 2142); Social Security Expansion Act (S 770 and HR 1700)

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

Government targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE, Social Security Administration (SSA)