Pension Protection and Expansion Act of 2003

1) S 6, Comprehensive Homeland Security Act of 2003, all provisions related to Amtrak funding for security and safety. 2) S 413, Asbestos Claims Criteria and Compensation Act of 2003, all provisions related to the protection of railroad employees under FELA. 3) S 1125, Fairness in Asbestos Injury Resolution Act of 2003, all provisions related to the protection of railroad employees under FELA. 4) S 304, Family and Medical Leave Expansion Act, all provisions related to benefits for union employees and their families. 5) S 317; HR 1119, Family Time and Workplace Flexibility Act, all provisions related to workers' compensation for overtime for workers. 6) S 9, Pension Protection and Expansion Act of 2003, all provisions related to railroad annuity benefits. 7) HR 1384, bill to amend the Railroad Retirement Act of 1974 to eliminate a limitation on benefits, all provisions related to limitations on railroad retirement annuity benefits. 8) HConRes 95, a bill establishing the congressional budget for the United States Government for fiscal year 2004 and setting forth appropriate budgetary levels for fiscal years 2003 and 2005 through 2013, all provisions related to railroad retirement benefits. 9) S 1389, Surface Transportation Board Reauthorization Act of 2003, all provisions related to collective bargaining agreements. 10) S 1402, Federal Railroad Safety Improvement Act, all provisions related to the safety of rail workers. 11) S 919; HR 2924, Railroad Competition Act of 2003, all provisions related to the re-regulation of railroads. 12) HR 1617, National Rail Infrastructure Program Act, all provisions related to railroad improvements and operations. 13) HR 993, Labor Management Accountability Act, all provisions related to filing requirements and civil monetary penalties on unions filing financial reporting late or not at all. 14) HR 906, Surface Transportation Safety Act of 2003, all provisions related to railroad-highway crossings. 15) S 1072; HR 2088, Safe, Accountable, Flexible and Efficient Transportation Equity Act of 2003, all provisions related to railway safety programs. 16) HR 876, Local Railroad Rehabilitation and Investment Act of 2003, all provisions related to income tax for expenditures for the maintenance of railroad tracks. 17) HR 2378, Railroad Safety Reform Act of 2003, all provisions related to safety practices of the railroad industry. 18) HR 1815, Rail Line Relocation Act of 2003, all provisions related to providing financial assistance for rail line relocation projects. 19) HR 874, Rail Passenger Disaster Family Assistance Act of 2003, all provisions related to rail passenger accidents. 20) S 1513; HR 3078, Employee Right-to-Choose Act, all provisions related to worker's forming or becoming members of labor organizations. 21) HR 1; S 1, Medicare Prescription Drug and Modernization Act of 2003, all provisions related to employer-provided benefits. 22) HR 2596, Health Savings and Affordability Act of 2003, all provisions related to employer-provided benefits. 23) HR 3550; HR 3994, Transportation Equity Act; A Legacy for Users, all provisions related to funding safety railroad crossings programs. 24) HR 5006; S 2810, Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act, 2005, all provisions related to rail transportation.

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

Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Surface Transportation Board (STB), Transportation, Dept of (DOT), White House Office

H.R.1 - Prescription Drug and Medicare Improvement Act of 2003 H. R. 176 - To amend the Internal Revenue Code of 1986 to allow amounts elected for reimbursement of medical care expenses under a health flexible spending arrangement that are unused during a plan year to be carried over for such use for subsequent plan years. To allow amounts elected for reimbursement of medical care expenses under a health flexible spending arrangement that are unused during a plan year to be carried over for such use for subsequent plan years. H. R. 323 - To amend title I of the Employee Retirement Income Security Act of 1974 to provide for joint trusteeship of single-employer pension plans. To provide for joint trusteeship of single-employer pension plans. H. R. 796 - Comprehensive Long-Term Care Act of 2003 To provide for coverage of expanded nursing facility and in-home services for dependent individuals under the Medicare Program. H.R. 1000 - Pension Security Act of 2003. Providing investment advice. H. R. 1406 - To amend title XIX of the Social Security Act to permit additional States to enter into long -term care partnerships under the Medicaid Program in order to promote the use of long -term care insurance. To amend title XIX of the Social Security Act to permit additional States to enter into long -term care partnerships under the Medicaid Program in order to promote the use of long -term care insurance. H.R. 1776 - Pension Preservation and Savings Expansion Act of 2003. Make retirement savings opportunities permanent, expand and improve retirement savings vehicles, extend pension coverage, enhance fairness and portability, revitalize defined benefit plans, etc. H.R. 2096 - Long-Term Care and Retirement Security Act of 2003. Allow deductions for qualified long-term care insurance premiums. H.R.2420 - Mutual Fund Integrity and Fee Transparency Act of 2003. H.R. 2458 - To amend the Internal Revenue Code of 1986 to exclude from gross income a percentage of lifetime annuity payments, and for other purposes. Exclude from gross income a percentage of lifetime annuity payments. H.R. 2910 - Multiemployer Pension Security Act of 2003. To provide special rules for Teamster plans relating to termination and funding. H.R.3108 - Pension Funding Equity Act of 2003. H.R. 4595 - The Ronald Reagan Alzheimer's Breakthrough Act of 2004, to provide a tax incentive for long-term care. S. 1 - Prescription Drug and Medicare Improvement Act of 2003. To provide for a voluntary prescription drug benefit under the Medicare program and to strengthen and improve the Medicare program. S. 9 - Pension Protection and Expansion Act of 2003. To protect the retirement security of American workers by ensuring that pension assets are adequately diversified and by providing workers with adequate access to, and information about, their pension plans. S. 95 - To make permanent the pension and individual retirement arrangement provisions of the Economic Growth and Tax Relief Reconciliation Act of 2001. To make permanent the pension and individual retirement arrangement provisions of the Economic Growth and Tax Relief Reconciliation Act of 2001. S. 100 - Access to Affordable Health Care Act. To expand access to affordable health care and to strengthen the health care safety net and make health care services more available in rural and underserved areas. S.1031 To amend the Internal Revenue Code of 1986 to allow a tax credit for long-term care givers. S. 1335 - Long-Term Care and Retirement Security Act of 2003. To amend the Internal Revenue Code of 1986 to allow individuals a deduction for qualified long -term care insurance premiums, use of such insurance under cafeteria plans and flexible spending arrangements, and a credit for individuals with long -term care needs. S.1610 - Defined Benefit Pension Plan Reform Act of 2003. S.1892 - To provide information and advice to pension plan participants to assist them in making decisions regarding the investment of their pension plan assets, and for other purposes. S.1971 - Mutual Fund Investor Confidence Restoration Act of 2003. S.2005 - Pension Stability Act S. 2533 - The Ronald Reagan Alzheimer's Breakthrough Act of 2004, to provide a tax incentive for long-term care.

H.R.1 Prescription Drug and Medicare Improvement Act of 2003 H. R. 176 - To amend the Internal Revenue Code of 1986 to allow amounts elected for reimbursement of medical care expenses under a health flexible spending arrangement that are unused during a plan year to be carried over for such use for subsequent plan years. To allow amounts elected for reimbursement of medical care expenses under a health flexible spending arrangement that are unused during a plan year to be carried over for such use for subsequent plan years. H. R. 323 - To amend title I of the Employee Retirement Income Security Act of 1974 to provide for joint trusteeship of single-employer pension plans. To provide for joint trusteeship of single-employer pension plans. H. R. 796 - Comprehensive Long-Term Care Act of 2003 To provide for coverage of expanded nursing facility and in-home services for dependent individuals under the Medicare Program. H.R. 1000 - Pension Security Act of 2003. Providing investment advice. H. R. 1406 - To amend title XIX of the Social Security Act to permit additional States to enter into long -term care partnerships under the Medicaid Program in order to promote the use of long -term care insurance. To amend title XIX of the Social Security Act to permit additional States to enter into long -term care partnerships under the Medicaid Program in order to promote the use of long -term care insurance. H.R. 1776 - Pension Preservation and Savings Expansion Act of 2003. Make retirement savings opportunities permanent, expand and improve retirement savings vehicles, extend pension coverage, enhance fairness and portability, revitalize defined benefit plans, etc. H.R. 2096 - Long-Term Care and Retirement Security Act of 2003. Allow deductions for qualified long-term care insurance premiums. H.R.2420 Mutual Fund Integrity and Fee Transparency Act of 2003. H.R. 2458 - To amend the Internal Revenue Code of 1986 to exclude from gross income a percentage of lifetime annuity payments, and for other purposes. Exclude from gross income a percentage of lifetime annuity payments. H.R. 2910 - Multiemployer Pension Security Act of 2003. To provide special rules for Teamster plans relating to termination and funding. H.R.3108 - Pension Funding Equity Act of 2003. S. 1 - Prescription Drug and Medicare Improvement Act of 2003. To provide for a voluntary prescription drug benefit under the Medicare program and to strengthen and improve the Medicare program. S. 9 - Pension Protection and Expansion Act of 2003. To protect the retirement security of American workers by ensuring that pension assets are adequately diversified and by providing workers with adequate access to, and information about, their pension plans. S. 95 - To make permanent the pension and individual retirement arrangement provisions of the Economic Growth and Tax Relief Reconciliation Act of 2001. To make permanent the pension and individual retirement arrangement provisions of the Economic Growth and Tax Relief Reconciliation Act of 2001. S. 100 - Access to Affordable Health Care Act. To expand access to affordable health care and to strengthen the health care safety net and make health care services more available in rural and underserved areas. S.1031 To amend the Internal Revenue Code of 1986 to allow a tax credit for long-term care givers. S. 1335 - Long-Term Care and Retirement Security Act of 2003. To amend the Internal Revenue Code of 1986 to allow individuals a deduction for qualified long -term care insurance premiums, use of such insurance under cafeteria plans and flexible spending arrangements, and a credit for individuals with long -term care needs. S.1610 - Defined Benefit Pension Plan Reform Act of 2003. S.1892 - To provide information and advice to pension plan participants to assist them in making decisions regarding the investment of their pension plan assets, and for other purposes. S.1971 Mutual Fund Investor Confidence Restoration Act of 2003. S.2005 - Pension Stability Act

S. 2, H.R. 2: “Economic Stimulus Bill” Legislation to amend the Internal Revenue Code of 1986 to provide additional tax incentives to encourage economic growth. S. 9: “Pension Protection and Expansion Act of 2003” Legislation to amend the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974 to protect the retirement security of American workers by ensuring that pension assets are adequately diversified and by providing workers with adequate access to, and information about, their pension plans, and for other purposes. S. 182, H.R. 626: “Ending the Double Standard for Stock Options Act” Legislation to amend the Internal Revenue Code of 1986 to provide that corporate tax benefits from stock option compensation expenses are allowed only to the extent such expenses are included in a corporation's financial statements S. 206, H.R. 286 Legislation to amend the Internal Revenue Code of 1986 to clarify the treatment of incentive stock options and employee stock purchase plans. S. 596, H.R. 767: "Invest in the U.S.A. Act of 2003"/"Homeland Investment Act of 2003" Legislation to amend the Internal Revenue Code of 1986 to encourage the investment of foreign earnings within the United States for productive business investments and job creation. S. 664, H.R. 463: “Investment in America Act of 2003” Legislation to amend the Internal Revenue Code of 1986 to permanently extend the research credit, to increase the rates of the alternative incremental credit, and to provide an alternative simplified credit for qualified research expenses. S. 970; H.R. 1769: “Job Protection Act of 2003” Legislation to amend the Internal Revenue Code of 1986 to comply with the World Trade Organization rulings on the FSC/ETI benefit in a manner that preserves jobs and production activities in the United States. H.R. 22 Legislation to simplify certain provisions of the Internal Revenue Code of 1986 and to establish a uniform pass-thru regime (stock option bill). H.R. 583: “Fair Care for the Uninsured Act of 2003” Legislation to amend the Internal Revenue Code of 1986 to allow individuals a refundable credit against income tax for the purchase of private health insurance, and to establish State health insurance safety-net programs. H.R. 1177 Legislation to amend the Internal Revenue Code of 1986 to provide additional choice regarding unused health benefits in cafeteria plans and flexible spending arrangements. H.R. 1236: “Securing Access, Value, and Equality in Health Care Act” Legislation to amend the Internal Revenue Code of 1986 to allow individuals a refundable credit against income tax for the purchase of private health insurance. H.R. 1776: “Pension Preservation and Savings Expansion Act of 2003” Legislation to amend the Internal Revenue Code of 1986 to make today's retirement savings opportunities permanent, to expand and improve retirement savings vehicles, to extend pension coverage through regulatory simplification and small business incentives, to enhance fairness and pension portability, to revitalize defined benefit plans, to provide additional defined contribution plan protections, to assist individuals in preserving their income throughout retirement, and for other purposes. H.R. 2351: “Health Savings Account Availability Act” Legislation to amend the Internal Revenue Code of 1986 to allow a deduction to individuals for amounts contributed to health savings accounts and to provide for the disposition of unused health benefits in cafeteria plans and flexible spending arrangements.

H.R. 1000 - Pension Security Act of 2003. Providing investment advice. H. R. 1406 - To amend title XIX of the Social Security Act to permit additional States to enter into long -term care partnerships under the Medicaid Program in order to promote the use of long -term care insurance. To amend title XIX of the Social Security Act to permit additional States to enter into long -term care partnerships under the Medicaid Program in order to promote the use of long -term care insurance. H. R. 176 - To amend the Internal Revenue Code of 1986 to allow amounts elected for reimbursement of medical care expenses under a health flexible spending arrangement that are unused during a plan year to be carried over for such use for subsequent plan years. To allow amounts elected for reimbursement of medical care expenses under a health flexible spending arrangement that are unused during a plan year to be carried over for such use for subsequent plan years. H. R. 323 - To amend title I of the Employee Retirement Income Security Act of 1974 to provide for joint trusteeship of single-employer pension plans. To provide for joint trusteeship of single-employer pension plans. H. R. 796 - Comprehensive Long-Term Care Act of 2003 To provide for coverage of expanded nursing facility and in-home services for dependent individuals under the Medicare Program. H.R. 1776 - Pension Preservation and Savings Expansion Act of 2003. Make retirement savings opportunities permanent, expand and improve retirement savings vehicles, extend pension coverage, enhance fairness and portability, revitalize defined benefit plans, etc. H.R. 2096 - Long-Term Care and Retirement Security Act of 2003. Allow deductions for qualified long-term care insurance premiums. H.R. 2458 - To amend the Internal Revenue Code of 1986 to exclude from gross income a percentage of lifetime annuity payments, and for other purposes. Exclude from gross income a percentage of lifetime annuity payments. H.R. 2910 - Multiemployer Pension Security Act of 2003. To provide special rules for Teamster plans relating to termination and funding. S. 1 - Prescription Drug and Medicare Improvement Act of 2003. To provide for a voluntary prescription drug benefit under the Medicare program and to strengthen and improve the Medicare program. S. 100 - Access to Affordable Health Care Act. To expand access to affordable health care and to strengthen the health care safety net and make health care services more available in rural and underserved areas. S. 1335 - Long-Term Care and Retirement Security Act of 2003. To amend the Internal Revenue Code of 1986 to allow individuals a deduction for qualified long -term care insurance premiums, use of such insurance under cafeteria plans and flexible spending arrangements, and a credit for individuals with long -term care needs. S. 9 - Pension Protection and Expansion Act of 2003. To protect the retirement security of American workers by ensuring that pension assets are adequately diversified and by providing workers with adequate access to, and information about, their pension plans. S. 95 - To make permanent the pension and individual retirement arrangement provisions of the Economic Growth and Tax Relief Reconciliation Act of 2001. To make permanent the pension and individual retirement arrangement provisions of the Economic Growth and Tax Relief Reconciliation Act of 2001.

H.R. 1000 - Pension Security Act of 2003. Providing investment advice. H. R. 1406 - To amend title XIX of the Social Security Act to permit additional States to enter into long -term care partnerships under the Medicaid Program in order to promote the use of long -term care insurance. To amend title XIX of the Social Security Act to permit additional States to enter into long -term care partnerships under the Medicaid Program in order to promote the use of long -term care insurance. H. R. 176 - To amend the Internal Revenue Code of 1986 to allow amounts elected for reimbursement of medical care expenses under a health flexible spending arrangement that are unused during a plan year to be carried over for such use for subsequent plan years. To allow amounts elected for reimbursement of medical care expenses under a health flexible spending arrangement that are unused during a plan year to be carried over for such use for subsequent plan years. H. R. 323 - To amend title I of the Employee Retirement Income Security Act of 1974 to provide for joint trusteeship of single-employer pension plans. To provide for joint trusteeship of single-employer pension plans. H. R. 796 - Comprehensive Long-Term Care Act of 2003 To provide for coverage of expanded nursing facility and in-home services for dependent individuals under the Medicare Program. H.R. 1776 - Pension Preservation and Savings Expansion Act of 2003. Make retirement savings opportunities permanent, expand and improve retirement savings vehicles, extend pension coverage, enhance fairness and portability, revitalize defined benefit plans, etc. H.R. 2096 - Long-Term Care and Retirement Security Act of 2003. Allow deductions for qualified long-term care insurance premiums. H.R. 2458 - To amend the Internal Revenue Code of 1986 to exclude from gross income a percentage of lifetime annuity payments, and for other purposes. Exclude from gross income a percentage of lifetime annuity payments. H.R. 2910 - Multiemployer Pension Security Act of 2003. To provide special rules for Teamster plans relating to termination and funding. S. 1 - Prescription Drug and Medicare Improvement Act of 2003. To provide for a voluntary prescription drug benefit under the Medicare program and to strengthen and improve the Medicare program. S. 100 - Access to Affordable Health Care Act. To expand access to affordable health care and to strengthen the health care safety net and make health care services more available in rural and underserved areas. S. 1335 - Long-Term Care and Retirement Security Act of 2003. To amend the Internal Revenue Code of 1986 to allow individuals a deduction for qualified long -term care insurance premiums, use of such insurance under cafeteria plans and flexible spending arrangements, and a credit for individuals with long -term care needs. S. 9 - Pension Protection and Expansion Act of 2003. To protect the retirement security of American workers by ensuring that pension assets are adequately diversified and by providing workers with adequate access to, and information about, their pension plans. S. 95 - To make permanent the pension and individual retirement arrangement provisions of the Economic Growth and Tax Relief Reconciliation Act of 2001. To make permanent the pension and individual retirement arrangement provisions of the Economic Growth and Tax Relief Reconciliation Act of 2001.