Improving Long-Term Care Choices Act of 2005

savings health savings account proposals, including H.R. 6134, Health Opportunity Patient Empowerment Act and H.R. 6111, Tax Relief and Health Care Act, proposals related to implementation of long-term care partnerships, and proposals making technical corrections to the Pension Protection Act. H.R. 2682/S. 1244, Long-term Care and Retirement Security Act; S. 602/H.R. 1262, Ronald Reagan Alzheimer's Breakthrough Act; S. 1602, Improving Long-term Care Choices Act; H.R. 4, Pension Protection Act. Long-term care insurance proposals, health

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S. 1953 – National Employee Savings and Trust Equity Guarantee Act S. 2244- Caregiver Assistance and Relief Effort (CARE) Act S. 2254 – Caregiver Assistance and Relief Effort Act S. 2281 – Aging with Respect and Dignity Act S. 2397 – Long Term Care Trust Account Act S. 2431 – Savings Competitiveness Act of 2006. S. 2457 – Small Business Health Insurance Relief Act Department of Labor proposed changes to Schedule C of Form 5500 Department of Labor proposed Reg. Section 2550.404a-3 (re: Safest Available Annuity) Department of Labor proposed Reg. Section 2550.404c-5 (re: Qualified Default Investment Alternatives) H.R. 4 - Pension Protection Act of 2006 H.R. 819 – Retirement Security for Life Act of 2005 H.R. 976 – Long Term Care Act of 2005 H.R. 1150 – To Amend the Internal Revenue Code of 1986 to provide a credit to individuals for certain long-term care expenses H.R. 1161 – Employer Retirement Savings Accounts. H.R. 1162 – Retirement Savings Account Act H.R. 1163 – Lifetime Savings Account Act of 2005 H.R. 2682 – Long-Term Care and Retirement Security Act of 2005 H.R. 2830 – Pension Protection Act of 2005 H.R. 3254 – CARE Act H.R. 3912- Flexible Retirement Security for Life Act H.R. 4104 – Qualified Long Term Care Fairness Act H.R. 4220 – Long Term Care Tax Reduction Act of 2005 S. 381 -- Retirement Security for Life Act of 2005 S. 545 – Lifetime Savings Account Act of 2005. S. 546 – Retirement Savings Account Act. S. 547– Employer Retirement Savings Accounts. S. 602 – Ronald Reagan Alzheimer’s Breakthrough Act of 2005. S. 723 – SIMPLE Cafeteria Plan Act of 2005 S. 1225 – Access to Affordable Health Insurance Act S. 1244 -- Long-Term Care and Retirement Security Act of 2005. S. 1359 – Retirement Savings and Security Act of 2005 S. 1602- Improving Long-Term Care Choices Act S. 1706 – Long Term Care Act S. 1783 – The Pension Security and Transparency Act of 2005 S. 1932 – Deficit Reduction Act S. 1951 – CLASS Act See attachment.

Client expense: $2,200,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Treasury, Dept of

S. 1953 – National Employee Savings and Trust Equity Guarantee Act S. 2244- Caregiver Assistance and Relief Effort (CARE) Act S. 2254 – Caregiver Assistance and Relief Effort Act S. 2281 – Aging with Respect and Dignity Act S. 2397 – Long Term Care Trust Account Act S. 2431 – Savings Competitiveness Act of 2006. S. 2457 – Small Business Health Insurance Relief Act Department of Labor proposed changes to Schedule C of Form 5500 Department of Labor proposed Reg. Section 2550.404a-3 (re: Safest Available Annuity) Department of Labor proposed Reg. Section 2550.404c-5 (re: Qualified Default Investment Alternatives) H.R. 4 - Pension Protection Act of 2006 H.R. 819 – Retirement Security for Life Act of 2005 H.R. 976 – Long Term Care Act of 2005 H.R. 1150 – To Amend the Internal Revenue Code of 1986 to provide a credit to individuals for certain long-term care expenses H.R. 1161 – Employer Retirement Savings Accounts. H.R. 1162 – Retirement Savings Account Act H.R. 1163 – Lifetime Savings Account Act of 2005 H.R. 2682 – Long-Term Care and Retirement Security Act of 2005 H.R. 2830 – Pension Protection Act of 2005 H.R. 3254 – CARE Act H.R. 3912- Flexible Retirement Security for Life Act H.R. 4104 – Qualified Long Term Care Fairness Act H.R. 4220 – Long Term Care Tax Reduction Act of 2005 S. 381 -- Retirement Security for Life Act of 2005 S. 545 – Lifetime Savings Account Act of 2005. S. 546 – Retirement Savings Account Act. S. 547– Employer Retirement Savings Accounts. S. 602 – Ronald Reagan Alzheimer’s Breakthrough Act of 2005. S. 723 – SIMPLE Cafeteria Plan Act of 2005 S. 1225 – Access to Affordable Health Insurance Act S. 1244 -- Long-Term Care and Retirement Security Act of 2005. S. 1359 – Retirement Savings and Security Act of 2005 S. 1602- Improving Long-Term Care Choices Act S. 1706 – Long Term Care Act S. 1783 – The Pension Security and Transparency Act of 2005 S. 1932 – Deficit Reduction Act S. 1951 – CLASS Act See attachment.

Client expense: $2,200,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Treasury, Dept of

S. 1953 – National Employee Savings and Trust Equity Guarantee Act S. 2244- Caregiver Assistance and Relief Effort (CARE) Act S. 2254 – Caregiver Assistance and Relief Effort Act S. 2281 – Aging with Respect and Dignity Act S. 2397 – Long Term Care Trust Account Act S. 2431 – Savings Competitiveness Act of 2006. S. 2457 – Small Business Health Insurance Relief Act Department of Labor proposed changes to Schedule C of Form 5500 Department of Labor proposed Reg. Section 2550.404a-3 (re: Safest Available Annuity) Department of Labor proposed Reg. Section 2550.404c-5 (re: Qualified Default Investment Alternatives) H.R. 4 - Pension Protection Act of 2006 H.R. 819 – Retirement Security for Life Act of 2005 H.R. 976 – Long Term Care Act of 2005 H.R. 1150 – To Amend the Internal Revenue Code of 1986 to provide a credit to individuals for certain long-term care expenses H.R. 1161 – Employer Retirement Savings Accounts. H.R. 1162 – Retirement Savings Account Act H.R. 1163 – Lifetime Savings Account Act of 2005 H.R. 2682 – Long-Term Care and Retirement Security Act of 2005 H.R. 2830 – Pension Protection Act of 2005 H.R. 3254 – CARE Act H.R. 3912- Flexible Retirement Security for Life Act H.R. 4104 – Qualified Long Term Care Fairness Act H.R. 4220 – Long Term Care Tax Reduction Act of 2005 S. 381 -- Retirement Security for Life Act of 2005 S. 545 – Lifetime Savings Account Act of 2005. S. 546 – Retirement Savings Account Act. S. 547– Employer Retirement Savings Accounts. S. 602 – Ronald Reagan Alzheimer’s Breakthrough Act of 2005. S. 723 – SIMPLE Cafeteria Plan Act of 2005 S. 1225 – Access to Affordable Health Insurance Act S. 1244 -- Long-Term Care and Retirement Security Act of 2005. S. 1359 – Retirement Savings and Security Act of 2005 S. 1602- Improving Long-Term Care Choices Act S. 1706 – Long Term Care Act S. 1783 – The Pension Security and Transparency Act of 2005 S. 1932 – Deficit Reduction Act S. 1951 – CLASS Act See attachment.

Client expense: $2,200,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Treasury, Dept of

S. 1953 – National Employee Savings and Trust Equity Guarantee Act S. 2244- Caregiver Assistance and Relief Effort (CARE) Act S. 2254 – Caregiver Assistance and Relief Effort Act S. 2281 – Aging with Respect and Dignity Act S. 2397 – Long Term Care Trust Account Act S. 2431 – Savings Competitiveness Act of 2006. S. 2457 – Small Business Health Insurance Relief Act Department of Labor proposed changes to Schedule C of Form 5500 Department of Labor proposed Reg. Section 2550.404a-3 (re: Safest Available Annuity) Department of Labor proposed Reg. Section 2550.404c-5 (re: Qualified Default Investment Alternatives) H.R. 4 - Pension Protection Act of 2006 H.R. 819 – Retirement Security for Life Act of 2005 H.R. 976 – Long Term Care Act of 2005 H.R. 1150 – To Amend the Internal Revenue Code of 1986 to provide a credit to individuals for certain long-term care expenses H.R. 1161 – Employer Retirement Savings Accounts. H.R. 1162 – Retirement Savings Account Act H.R. 1163 – Lifetime Savings Account Act of 2005 H.R. 2682 – Long-Term Care and Retirement Security Act of 2005 H.R. 2830 – Pension Protection Act of 2005 H.R. 3254 – CARE Act H.R. 3912- Flexible Retirement Security for Life Act H.R. 4104 – Qualified Long Term Care Fairness Act H.R. 4220 – Long Term Care Tax Reduction Act of 2005 S. 381 -- Retirement Security for Life Act of 2005 S. 545 – Lifetime Savings Account Act of 2005. S. 546 – Retirement Savings Account Act. S. 547– Employer Retirement Savings Accounts. S. 602 – Ronald Reagan Alzheimer’s Breakthrough Act of 2005. S. 723 – SIMPLE Cafeteria Plan Act of 2005 S. 1225 – Access to Affordable Health Insurance Act S. 1244 -- Long-Term Care and Retirement Security Act of 2005. S. 1359 – Retirement Savings and Security Act of 2005 S. 1602- Improving Long-Term Care Choices Act S. 1706 – Long Term Care Act S. 1783 – The Pension Security and Transparency Act of 2005 S. 1932 – Deficit Reduction Act S. 1951 – CLASS Act See attachment.

Client expense: $2,200,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Treasury, Dept of

S. 1953 – National Employee Savings and Trust Equity Guarantee Act S. 2244- Caregiver Assistance and Relief Effort (CARE) Act S. 2254 – Caregiver Assistance and Relief Effort Act S. 2281 – Aging with Respect and Dignity Act S. 2397 – Long Term Care Trust Account Act S. 2431 – Savings Competitiveness Act of 2006. S. 2457 – Small Business Health Insurance Relief Act Department of Labor proposed changes to Schedule C of Form 5500 Department of Labor proposed Reg. Section 2550.404a-3 (re: Safest Available Annuity) Department of Labor proposed Reg. Section 2550.404c-5 (re: Qualified Default Investment Alternatives) H.R. 4 - Pension Protection Act of 2006 H.R. 819 – Retirement Security for Life Act of 2005 H.R. 976 – Long Term Care Act of 2005 H.R. 1150 – To Amend the Internal Revenue Code of 1986 to provide a credit to individuals for certain long-term care expenses H.R. 1161 – Employer Retirement Savings Accounts. H.R. 1162 – Retirement Savings Account Act H.R. 1163 – Lifetime Savings Account Act of 2005 H.R. 2682 – Long-Term Care and Retirement Security Act of 2005 H.R. 2830 – Pension Protection Act of 2005 H.R. 3254 – CARE Act H.R. 3912- Flexible Retirement Security for Life Act H.R. 4104 – Qualified Long Term Care Fairness Act H.R. 4220 – Long Term Care Tax Reduction Act of 2005 S. 381 -- Retirement Security for Life Act of 2005 S. 545 – Lifetime Savings Account Act of 2005. S. 546 – Retirement Savings Account Act. S. 547– Employer Retirement Savings Accounts. S. 602 – Ronald Reagan Alzheimer’s Breakthrough Act of 2005. S. 723 – SIMPLE Cafeteria Plan Act of 2005 S. 1225 – Access to Affordable Health Insurance Act S. 1244 -- Long-Term Care and Retirement Security Act of 2005. S. 1359 – Retirement Savings and Security Act of 2005 S. 1602- Improving Long-Term Care Choices Act S. 1706 – Long Term Care Act S. 1783 – The Pension Security and Transparency Act of 2005 S. 1932 – Deficit Reduction Act S. 1951 – CLASS Act See attachment.

Client expense: $2,200,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Treasury, Dept of

S. 1953 – National Employee Savings and Trust Equity Guarantee Act S. 2244- Caregiver Assistance and Relief Effort (CARE) Act S. 2254 – Caregiver Assistance and Relief Effort Act S. 2281 – Aging with Respect and Dignity Act S. 2397 – Long Term Care Trust Account Act S. 2431 – Savings Competitiveness Act of 2006. S. 2457 – Small Business Health Insurance Relief Act Department of Labor proposed changes to Schedule C of Form 5500 Department of Labor proposed Reg. Section 2550.404a-3 (re: Safest Available Annuity) Department of Labor proposed Reg. Section 2550.404c-5 (re: Qualified Default Investment Alternatives) H.R. 4 - Pension Protection Act of 2006 H.R. 819 – Retirement Security for Life Act of 2005 H.R. 976 – Long Term Care Act of 2005 H.R. 1150 – To Amend the Internal Revenue Code of 1986 to provide a credit to individuals for certain long-term care expenses H.R. 1161 – Employer Retirement Savings Accounts. H.R. 1162 – Retirement Savings Account Act H.R. 1163 – Lifetime Savings Account Act of 2005 H.R. 2682 – Long-Term Care and Retirement Security Act of 2005 H.R. 2830 – Pension Protection Act of 2005 H.R. 3254 – CARE Act H.R. 3912- Flexible Retirement Security for Life Act H.R. 4104 – Qualified Long Term Care Fairness Act H.R. 4220 – Long Term Care Tax Reduction Act of 2005 S. 381 -- Retirement Security for Life Act of 2005 S. 545 – Lifetime Savings Account Act of 2005. S. 546 – Retirement Savings Account Act. S. 547– Employer Retirement Savings Accounts. S. 602 – Ronald Reagan Alzheimer’s Breakthrough Act of 2005. S. 723 – SIMPLE Cafeteria Plan Act of 2005 S. 1225 – Access to Affordable Health Insurance Act S. 1244 -- Long-Term Care and Retirement Security Act of 2005. S. 1359 – Retirement Savings and Security Act of 2005 S. 1602- Improving Long-Term Care Choices Act S. 1706 – Long Term Care Act S. 1783 – The Pension Security and Transparency Act of 2005 S. 1932 – Deficit Reduction Act S. 1951 – CLASS Act See attachment.

Client expense: $2,200,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Treasury, Dept of

S. 1953 – National Employee Savings and Trust Equity Guarantee Act S. 2244- Caregiver Assistance and Relief Effort (CARE) Act S. 2254 – Caregiver Assistance and Relief Effort Act S. 2281 – Aging with Respect and Dignity Act S. 2397 – Long Term Care Trust Account Act S. 2431 – Savings Competitiveness Act of 2006. S. 2457 – Small Business Health Insurance Relief Act Department of Labor proposed changes to Schedule C of Form 5500 Department of Labor proposed Reg. Section 2550.404a-3 (re: Safest Available Annuity) Department of Labor proposed Reg. Section 2550.404c-5 (re: Qualified Default Investment Alternatives) H.R. 4 - Pension Protection Act of 2006 H.R. 819 – Retirement Security for Life Act of 2005 H.R. 976 – Long Term Care Act of 2005 H.R. 1150 – To Amend the Internal Revenue Code of 1986 to provide a credit to individuals for certain long-term care expenses H.R. 1161 – Employer Retirement Savings Accounts. H.R. 1162 – Retirement Savings Account Act H.R. 1163 – Lifetime Savings Account Act of 2005 H.R. 2682 – Long-Term Care and Retirement Security Act of 2005 H.R. 2830 – Pension Protection Act of 2005 H.R. 3254 – CARE Act H.R. 3912- Flexible Retirement Security for Life Act H.R. 4104 – Qualified Long Term Care Fairness Act H.R. 4220 – Long Term Care Tax Reduction Act of 2005 S. 381 -- Retirement Security for Life Act of 2005 S. 545 – Lifetime Savings Account Act of 2005. S. 546 – Retirement Savings Account Act. S. 547– Employer Retirement Savings Accounts. S. 602 – Ronald Reagan Alzheimer’s Breakthrough Act of 2005. S. 723 – SIMPLE Cafeteria Plan Act of 2005 S. 1225 – Access to Affordable Health Insurance Act S. 1244 -- Long-Term Care and Retirement Security Act of 2005. S. 1359 – Retirement Savings and Security Act of 2005 S. 1602- Improving Long-Term Care Choices Act S. 1706 – Long Term Care Act S. 1783 – The Pension Security and Transparency Act of 2005 S. 1932 – Deficit Reduction Act S. 1951 – CLASS Act See attachment.

Client expense: $2,200,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Treasury, Dept of

S. 1953 – National Employee Savings and Trust Equity Guarantee Act S. 2244- Caregiver Assistance and Relief Effort (CARE) Act S. 2254 – Caregiver Assistance and Relief Effort Act S. 2281 – Aging with Respect and Dignity Act S. 2397 – Long Term Care Trust Account Act S. 2431 – Savings Competitiveness Act of 2006. S. 2457 – Small Business Health Insurance Relief Act Department of Labor proposed changes to Schedule C of Form 5500 Department of Labor proposed Reg. Section 2550.404a-3 (re: Safest Available Annuity) Department of Labor proposed Reg. Section 2550.404c-5 (re: Qualified Default Investment Alternatives) H.R. 4 - Pension Protection Act of 2006 H.R. 819 – Retirement Security for Life Act of 2005 H.R. 976 – Long Term Care Act of 2005 H.R. 1150 – To Amend the Internal Revenue Code of 1986 to provide a credit to individuals for certain long-term care expenses H.R. 1161 – Employer Retirement Savings Accounts. H.R. 1162 – Retirement Savings Account Act H.R. 1163 – Lifetime Savings Account Act of 2005 H.R. 2682 – Long-Term Care and Retirement Security Act of 2005 H.R. 2830 – Pension Protection Act of 2005 H.R. 3254 – CARE Act H.R. 3912- Flexible Retirement Security for Life Act H.R. 4104 – Qualified Long Term Care Fairness Act H.R. 4220 – Long Term Care Tax Reduction Act of 2005 S. 381 -- Retirement Security for Life Act of 2005 S. 545 – Lifetime Savings Account Act of 2005. S. 546 – Retirement Savings Account Act. S. 547– Employer Retirement Savings Accounts. S. 602 – Ronald Reagan Alzheimer’s Breakthrough Act of 2005. S. 723 – SIMPLE Cafeteria Plan Act of 2005 S. 1225 – Access to Affordable Health Insurance Act S. 1244 -- Long-Term Care and Retirement Security Act of 2005. S. 1359 – Retirement Savings and Security Act of 2005 S. 1602- Improving Long-Term Care Choices Act S. 1706 – Long Term Care Act S. 1783 – The Pension Security and Transparency Act of 2005 S. 1932 – Deficit Reduction Act S. 1951 – CLASS Act See attachment.

Client expense: $2,200,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Treasury, Dept of

S. 1953 – National Employee Savings and Trust Equity Guarantee Act S. 2244- Caregiver Assistance and Relief Effort (CARE) Act S. 2254 – Caregiver Assistance and Relief Effort Act S. 2281 – Aging with Respect and Dignity Act S. 2397 – Long Term Care Trust Account Act S. 2431 – Savings Competitiveness Act of 2006. S. 2457 – Small Business Health Insurance Relief Act Department of Labor proposed changes to Schedule C of Form 5500 Department of Labor proposed Reg. Section 2550.404a-3 (re: Safest Available Annuity) Department of Labor proposed Reg. Section 2550.404c-5 (re: Qualified Default Investment Alternatives) H.R. 4 - Pension Protection Act of 2006 H.R. 819 – Retirement Security for Life Act of 2005 H.R. 976 – Long Term Care Act of 2005 H.R. 1150 – To Amend the Internal Revenue Code of 1986 to provide a credit to individuals for certain long-term care expenses H.R. 1161 – Employer Retirement Savings Accounts. H.R. 1162 – Retirement Savings Account Act H.R. 1163 – Lifetime Savings Account Act of 2005 H.R. 2682 – Long-Term Care and Retirement Security Act of 2005 H.R. 2830 – Pension Protection Act of 2005 H.R. 3254 – CARE Act H.R. 3912- Flexible Retirement Security for Life Act H.R. 4104 – Qualified Long Term Care Fairness Act H.R. 4220 – Long Term Care Tax Reduction Act of 2005 S. 381 -- Retirement Security for Life Act of 2005 S. 545 – Lifetime Savings Account Act of 2005. S. 546 – Retirement Savings Account Act. S. 547– Employer Retirement Savings Accounts. S. 602 – Ronald Reagan Alzheimer’s Breakthrough Act of 2005. S. 723 – SIMPLE Cafeteria Plan Act of 2005 S. 1225 – Access to Affordable Health Insurance Act S. 1244 -- Long-Term Care and Retirement Security Act of 2005. S. 1359 – Retirement Savings and Security Act of 2005 S. 1602- Improving Long-Term Care Choices Act S. 1706 – Long Term Care Act S. 1783 – The Pension Security and Transparency Act of 2005 S. 1932 – Deficit Reduction Act S. 1951 – CLASS Act See attachment.

Client expense: $2,200,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Treasury, Dept of

S 1602 Improving Long-Term Care Choices Act

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S. 1244 - Long Term Care and Retirement Security Act S. 1602 - Improving Long Term Care Choice Act H.R. 2682 - Long Term Care and Retirement Security Act H.R. 6408 - To Amend Internal Revenue Code of 1986 H.R. 6111 - Tax Relief and Health Care Act of 2006

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

Government targets: Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, SENATE

H. R. 2682 - Long-Term Care and Retirement Security Act of 2005 H.R. 2830 - Pension Protection Act of 2005 S. 1783 - Pension Security and Transparency Act S. 1244 - Long-Term Care and Retirement Security Act of 2005 S. 1602 - Improving Long-Term Care Choices Act of 2005

Client expense: Not reported · Firm income: $180,000

Government targets: Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of

H.R. 8, Death Tax Repeal Permanency Vote of 2006, all provisions H.R. 809, To make permanent the individual income tax rate for capital gains and dividends H.R. 819, Retirement Security for Life Act of 2005 H.R. 1150, To amend the Internal Revenue Code to provide a credit to individuals for certain long-term care expenses H.R. 2121, Generate Retirement Ownership Through Long-Term Holding Act of 2005 (provisions related to Mutual Fund capital gain distributions) H.R. 2251, COLI Best Practices Act of 2005 H.R. 2386, College 529 Invest in Education, Savings For Tomorrow Act of 2005 H.R. 2682, Long Term Care and Retirement Security Act of 2005 H.R. 3019, Bill to amend IRC of 1986 to permit the consolidation of life insurance companies with other companies H.R. 4297, The Tax Relief Extension Reconciliation Act of 2005 (Public Law No. 109-222) capital gains and stock dividend tax rates provisions and provision related to investor-owned life insurance H.R. 5367, Simplification Through Additional Reporting Tax Act of 2006 H.R. 5638, Permanent Estate Tax Relief of 2006, all provisions H.R. 5970, Estate Tax and Extension of Tax Relief Act of 2006 H.R. 6211, Comprehensive Long-Term Care Act S. 219, National Employee Savings and Trust Equity Guarantee Act, provisions relating to corporate owned life insurance S. 381, Retirement Security For Life Act of 2005 S. 993, To impose an excise tax on amounts received under certain life insurance policies in which certain exempt organizations hold an interest S. 1112, College 529 Invest in Education, Savings For Tomorrow Act of 2005 S. 1244, Long Term Care and Retirement Security Act S. 1293, Bill to amend IRC of 1986 to permit the consolidation of life insurance companies with other companies S. 1602, Improving Long Term Care Choices Act of 2005 S. 1740, Generate Retirement Ownership Through Long-Term Holding Act of 2005 (provisions related to Mutual Fund capital gain distributions) S. 2020, The Tax Relief Act of 2005, Section 312, excise tax on certain acquisitions of interests in insurance contracts in certain tax exempt organizations holding an interest S. 2414, Simplification Through Additional Reporting Tax Act of 2006 S. 2281, Aging with Respect and Dignity Act of 2005 S. 2397, Long Term Care Trust Account Act of 2006 Internal Revenue Notice 2004-61 - Guidance concerning use of 2001 CSO tables under Section 7702 Proposed regulations under Internal Revenue Code Section 409A, 70 F.R. 57930 Tax Reform Legislation - No bill number Treasury Notice 2006-4, regarding the application of 409A to outstanding stock rights Treasury Notice 2005-1, 2005-2, I.R.B. 274, regarding guidance on non-qualified deferred compensation provisions of P.L. 108-357 See Addendum

Client expense: $1,743,165 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of

including H.R. 819/S. 381, The Retirement Security for Life Act and H.R. 2951, The Lifetime Pension Annuity for You Act; Savings proposals in the President's FY 2007 Budget; H.R. 1161/S. 547, to provide for Employer Retirement Savings Accounts; H.R. 1162/S. 546, Retirement Savings Account Act; H.R. 1163/S. 545, Lifetime Savings Account Act; H.R. 4, Pension Protection Act; S. 1602, Improving Long-term Care Choices Act; recommendations of the President's Advisory Panel on Tax Reform. Proposals related to the tax treatment of long-term care insurance, including S. 602/H.R. 1262, The Ronald Reagan Alzheimer's Breakthrough Act and H.R. 2682/S. 1244, Long-term Care and Retirement Security Act. Proposals related to annuitization,

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

HR 3511 Medicaid State Long-Term Care Partnership Program Act of 2005 S 1602 Improving Long-Term Care Act S 1569 State Long-Term Care Partnership Act of 2005 S 1932 Deficit Reduction Act of 2005 - Long Term Care Partnerships

Client expense: $1,380,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), SENATE

H.R. 4511: “Flex Health Savings Accounts Act” (Cantor); H.R. 5262: “Tax Free Health Savings Act” (Cantor); H.R. 5475: “HSA Accessibility and Portability Act” (Rogers); H.R. 5743: “HSA Improvement and Expansion Act” (Ryan); H.R. 5970: "Estate Tax and Extension of Tax Relief Act" (Thomas); H.R. 6111: HSA Provisions: H.R. 6134: Health Opportunity Patient Empowerment Act (Cantor); S. 309: FSA Rollovers (DeMint); S. 602: “Ronald Reagan Alzheimer's Breakthrough Act” (Mikulski-Bond); S. 978: “Healthcare Tax Relief for the Uninsured Act” (Santorum); S. 1244: “Long-Term Care and Retirement Security Act” (Grassley-Lincoln); S. 1602: “Improving Long-Term Care Choices Act” (Grassley-Bayh-Clinton); S. 1706: “Long-Term Care Act” (Allen); S. 2281: “Aging with Respect and Dignity Act” (Santorum); S. 2397: “Long-Term Care Trust Account Act” (Smith-Lincoln); S. 2424: Increased Contribution Limits for HSAs (Allen); S. 2494: Tax Incentives for HSAs (Burns); S. 2549: “Health Savings Account Affordability Act” (DeMint); S. 2554: “Affordability in the Individual Market Act” (Ensign); S. 2701: Tax Incentives for HSAs (Santorum); and S. 3585: “HSA Improvement and Expansion Act” (Hatch). TAX (Tax) Regulatory: Implementation of the health savings account provisions of the Medicare Act. TAX (Tax) (Legislative): H.R. 4: "Pension Protection Act" (Boehner); H.R. 37: “Health Insurance Affordability Act” (King); H.R. 976: “Long-Term Care Act” (Lee Terry); H.R. 1872: “Health Coverage for the Uninsured Act” (Johnson); H.R. 1998: FSA Rollovers (McCrery) (see next page)

Client expense: $3,700,000 · Firm income: Not reported

Government targets: Agency for Healthcare Research & Quality (AHRQ), Centers For Medicare and Medicaid Services (CMS), Executive Office of the President (EOP), Federal Trade Commission (FTC), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Office of Personnel Management (OPM), SENATE, Social Security Administration (SSA), Treasury, Dept of

S 366 - 'Healthy Mothers & Healthy Babies Access to Care Act of 2005' All provisions pertaining to the bill. S 367 - 'Pregnancy & Trauma Care Access Protection Act of 2005' All provisions pertaining to the bill. S 406 - 'H.E.A.L.T.H. (Help Efficient, Accessible, Low-Cost, Timely Health Care) Act' All provisions pertaining to the bill. S544 - 'Patient Safety and Quality Improvement Act' All provisions pertaining to the bill. S 723 - 'SIMPLE Cafeteria Plan Act' All provisions pertaining to the bill. S 978 - 'Health Care Tax Relief for the Uninsured Act of 2005 ' All provisions pertaining to the bill. S 1015 - 'Health Care Choice Act' All provisions pertaining to the bill. S 1244 - 'Long-Term Care & Retirement Security Act of 2005' All provisions pertaining to the bill. S 1418 - 'Wired for Health Care Quality Act' All provisions pertaining to the bill. S 1569 - 'State Long Term Care Partnership Act of 2005' All provisions pertaining to the bill. S 1602 - 'Long-Term Care Choices Act of 2005' All provisions pertaining to the bill. S 1659 - 'State Long-Term Care Partnership Act of 2005' All provisions pertaining to the bill. S 1932 - 'Deficit Reduction Act of 2005' All provisions pertaining to long-term care and Medicaid reform. S 1955 - 'Health Insurance Marketplace Modernization & Affordability Act of 2005' All provisions pertaining to small group reform. S 2300 - 'Lower PRICED Drugs Act' All provisions pertaining to the bill. HR 525/994 - 'Small Business Health Fairness Act': all provisions related to the allowance of federal, civilian and military retirees to pay health insurance premiums on a pre-tax basis, and allowing tax deductions for TRICARE supplemental premiums. HR 534 - 'Help Efficient, Accessible, Low-Cost, Timely Healthcare ("HEALTH") Act All provisions related to the bill HR 976 - 'Long-Term Care Act of 2005' All provisions related to the bill. HR 1227 - 'Genetic Information Non-Discrimination Act' All provisions related to the bill. HR 1872 - 'Health Coverage for the Uninsured Act' All provisions related to the bill. HR 2071 - 'Family Care Act' All provisions related to the bill. HR 2355 - 'Health Care Choice Act' All provisions related to the bill. HR 2682 - 'Long Term Care and Retirement Security Act' All provisions related to the bill. HR 2830 - 'Pension Protection Act' All provisions related to the bill. HR 3204 - 'State High Risk Pool Funding Extension Act of 2005' All provisions related to the bill. HR 3511 - 'Medicaid State Long Term Care Partnership Program Act of 2005' All provisions related to the bill. HR 4157 - 'Health Information Technology Promotion Act' All provisions related to the bill. HR 4241 - 'Budget Reconciliation' All provisions related to health care or similar budget amounts. HR 4511 - 'Flex Saving Accounts Act of 2005' All provisions related to the bill. HR 5262 - 'Tax Free Health Savings Act of 2006' All provisions pertaining to the bill. HR 5384 - 'Agriculture, Rural Development, Food and Drug Administration, and Related Agencies Appropriations Act, 2007' All provisions related to additional emergency funding to aid FDA backlog. S 4 - 'Healthy America Act of 2005' All provisions pertaining to the bill. S 5 - 'Class Action Fairness' All provisions pertaining to the bill. S 109 - 'Pharmaceutical Market Access Act' All provisions pertaining to the bill. S 160 - 'S.A.V.E. Act' All provisions pertaining to the bill. S 184 - 'Safe Import Act' All provisions pertaining to the bill. S 288 - 'State High Rick Poll Funding Extension Act' All provisions pertaining to the bill. S 306 - 'Genetic Information Nondiscrimination Act' All provisions pertaining to the bill. S 309 - which proposes to amend the IRS Code of 1986 to provide for the disposition of unused health benefits in cafeteria and flexible spending arrangements. All provisions pertaining to the bill. S 354 - 'The Long Term Care and Retirement Security Act of 2003' All provisions pertaining to the bill. HR 218 - 'Health Care Tax Deduction Act' All provisions related to the bill.

Client expense: $250,000 · Firm income: Not reported

Government targets: Administration on Aging, Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), Office of Personnel Management (OPM), SENATE, Treasury, Dept of, White House Office

HR 2629/S. 1116 Positive Aging Act of 2005 HR 5293 Senior Independence Act HR 6197 Older Americans Act Amendments of 2006 PL 108-355 Garrett Lee Smith Memorial Act S. 569/HR 949 Women's Health Act of 2005 S. 602/HR 1262 Ronald Reagan Alzheimer's Breakthrough Act of 2005 S. 803/HR 1258 Help Expand Access to Recovery and Treatment Act (HEART Act) S. 1074 HeLP America Act (Healthy Lifestyles and Prevention) S. 1283/HR 3248 Lifespan Respite Care Act of 2005 S. 1325/HR 5698 Impact Act S. 1602 Improving Long-Term Care Choices Act of 2005 S. 1951 Community Living Assistance Services and supports (CLASS) Act S. 3449 Child and Adolescent Mental health Resilency Act S. 2823 Ryan White HIV/AIDS Treatment Modernization Act of 2006 S. 3570 Older Americans Act Amendments of 2006 S. 4024 Minority Health Improvement and Health Disparity Elimination Act Bureau of Health Professions Reauthorization and Appropriations Community Health Welfare Act Counseling in Shelters Act Expanding Research for Women in Trauma Act Ryan White CARE Act Reauthorization Women in Trauma Act Mental Health/Behavior Research, Medical Error, HIV/AIDS, lesbian health, depression, substance abuse, Indian health care, respite care, care-giving, long-term care, and White House Conference on Aging, President's New Freedom Commission on Mental Health HR 457/S.228 Men's Helath Act of 2005 HR 963 Children's Compassionate Care Act HR 1106/S 537 Child Healthcare Crisis Relief Act HR 1940 Melanie Blocker-Strokes Postpartum Depression Research and Care Act

Client expense: $181,192 · Firm income: Not reported

Government targets: Administration on Aging, Agency for Healthcare Research & Quality (AHRQ), Centers For Disease Control & Prevention (CDC), Centers For Medicare and Medicaid Services (CMS), Central Intelligence Agency (CIA), Commerce, Dept of (DOC), Defense, Dept of (DOD), Education, Dept of, Federal Aviation Administration (FAA), Federal Bureau of Investigation (FBI), Federal Communications Commission (FCC), Federal Trade Commission (FTC), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Homeland Security, Dept of (DHS), Indian Health Service, Interior, Dept of (DOI), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Aeronautics & Space Administration (NASA), Natl Highway Traffic Safety Administration (NHTSA), Natl Institute on Alcohol Abuse & Alcoholism (NIAA), Natl Institutes of Health (NIH), Natl Science Foundation (NSF), Office of Management & Budget (OMB), Office of Science & Technology Policy (OSTP), SENATE, Substance Abuse & Mental Health Services Administration (SAMHSA), Veterans Affairs, Dept of (VA), White House Office

H R. 8, Death Tax Repeal Permanency Vote of 2006, all provisions H.R. 809, To make permanent the individual income tax rate for capital gains and dividends H.R. 819, Retirement Security for Life Act of 2005 H.R. 1150, To amend the Internal Revenue Code to provide a credit to individuals for certain long-term care expenses H.R. 2121, Generate Retirement Ownership Through Long-Term Holding Act of 2005 (provisions related to Mutual Fund capital gain distributions) H.R. 2251, COLI Best Practices Act of 2005 H.R. 2386 College 529 Invest in Education, Savings For Tomorrow Act of 2005 H.R. 2682 Long Term Care and Retirement Security Act of 2005 H.R. 3019 Bill to amend IRC of 1986 to permit the consolidation of life insurance companies with other companies H.R. 4297, The Tax Relief Extension Reconciliation Act of 2005 (Public Law No. 109-222) capital gains and stock dividend tax rates provisions and provision related to investor-owned life insurance H.R. 5367, Simplification Through Additional Reporting Tax Act of 2006 H.R. 5638, Permanent Estate Tax Relief of 2006, all provisions H.R. 5970, Estate Tax and Extension of Tax Relief Act of 2006 H.R. 6211, Comprehensive Long-Term Care Act S. 219, National Employee Savings and Trust Equity Guarantee Act, provisions relating to corporate owned life insurance S. 381, Retirement Security For Life Act of 2005 S. 993, To impose an excise tax on amounts received under certain life insurance policies in which certain exempt organizations hold an interest S. 1112, College 529 Invest in Education, Savings For Tomorrow Act of 2005 S. 1244, Long Term Care and Retirement Security Act S. 1293, Bill to amend IRC of 1986 to permit the consolidation of life insurance companies with other companies S. 1602, Improving Long Term Care Choices Act of 2005 S. 1740, Generate Retirement Ownership Through Long-Term Holding Act of 2005 (provisions related to Mutual Fund capital gain distributions) S. 2020, The Tax Relief Act of 2005, Section 312, excise tax on certain acquisitions of interests in insurance contracts incertain tax exempt organizations holding an interest S. 2414, Simplification Through Additional Reporting Tax Act of 2006 S. 2397, Aging with Respect and Dignity Act of 2005 S.2397 Long Term Care Trust Account Act of 2006 Internal Revenue Notice 2004-61 - Guidance concerning use of 2001 CSO tables under Section 7702 Proposed regulations under Internal Revenue Code Section 409A, 70 F.R. 57930 Tax Reform Legislation - No bill number Treasury Notice 2006-4, regarding the application of 409A to outstanding stock rights Treasury Notice 2005-1, 2005-2, I.R.B. 274, regarding guidance on non-qualified deferred compensation provisions of P.L. 108-357 See addendum page.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of, White House Office

HR 5262, Tax Free Health Savings Act; HR 5475, HSA Accessibility and Portability Act; HR 5743, HSA Improvement and Expansion Act; HR 5970, Estate Tax and Extension of Tax Relief Act; HR 6111, HSA provisions; HR 6134, Health Opportunity Patient Empowerment Act; S 309, FSA Rollovers; S 602, Ronald Reagan Alzheimer's Breakthrough Act; S 978, Healthcare Tax Relief for the Uninsured Act; S 1244, Long-Term Care And Retirement Security Act; S 1602, Improving Long-Term Care Choices Act; S 1706, Long-Term Care Act; S 2281, Aging with Respect and Dignity Act; S 2397, Long-Term Care Trust Account Act; S 2424, Increased Contribution Limits for HSAs; S 2494, Tax Incentives for HSAs; S 2549, Health Savings Account Affordability Act; S 2554, Affordability in the Individual Market Act; S 2701, Tax incentives for HSAs; S 3585, HSA Improvement and Expansion Act HR 4, Pension Protection Act; HR 37, Health Insurance Affordability Act; HR 976, Long-Term Care Act; HR 1872, Health Coverage for the Uninsured Act; HR 1998, FSA Rollovers; HR 2682, Long-Term Care and Retirement Security Act; HR 2830, FSA Rollovers; HR 45121, Flex Health Savings Accounts Act;

Client expense: Not reported · Firm income: $180,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE, White House Office

H.R. 1161 – Employer Retirement Savings Accounts. H.R. 1162 – Retirement Savings Account Act H.R. 1163 – Lifetime Savings Account Act of 2005 H.R. 2682 – Long-Term Care and Retirement Security Act of 2005 H.R. 2830 – Pension Protection Act of 2005 H.R. 3254 – CARE Act H.R. 3912- Flexible Retirement Security for Life Act H.R. 4104 – Qualified Long Term Care Fairness Act H.R. 4220 – Long Term Care Tax Reduction Act of 2005 S. 381 -- Retirement Security for Life Act of 2005 S. 545 – Lifetime Savings Account Act of 2005. S. 546 – Retirement Savings Account Act. S. 547– Employer Retirement Savings Accounts. S. 602 – Ronald Reagan Alzheimer’s Breakthrough Act of 2005. S. 723 – SIMPLE Cafeteria Plan Act of 2005 S. 1225 – Access to Affordable Health Insurance Act S. 1244 -- Long-Term Care and Retirement Security Act of 2005. S. 1359 – Retirement Savings and Security Act of 2005 S. 1602- Improving Long-Term Care Choices Act S. 1706 – Long Term Care Act S. 1783 – The Pension Security and Transparency Act of 2005 S. 1932 – Deficit Reduction Act S. 1951 – CLASS Act S. 1953 – National Employee Savings and Trust Equity Guarantee Act S. 2244- Caregiver Assistance and Relief Effort (CARE) Act S. 2254 – Caregiver Assistance and Relief Effort Act S. 2281 – Aging with Respect and Dignity Act S. 2397 – Long Term Care Trust Account Act S. 2431 – Savings Competitiveness Act of 2006. S. 2457 – Small Business Health Insurance Relief Act S. 3951 - Women's Retirement Security Act of 2006 S. 3952 - Automatic IRA Act of 2006 S. 6210 - Automatic IRA Act of 2006 H.R. 819- Retirement Security for Life Act of 2005 H.R. 976- Long Term Care Act of 2005 H.R. 1150- To amend the Internal Revenue Code of 1986 to provide a credit to individuals for certain long-term care expenses

Client expense: $4,392,150 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Labor, Dept of (DOL), SENATE, Treasury, Dept of

HR.4511 – Flex Health Savings Accounts Act of 2005 S.1015 – Health Care Choice Act S.1244 – Long-Term Care and Retirement Security Act S.1602 – Improving Long-Term Care Choices Act S.1783 – Pension Security and Transparency Act S.2397 – Long-Term Care Trust Account Act S.309 – FSA Rollovers HR.6134 - Health Opportunity Patient Empowerment Act of 2006 HR.6111 - Tax Relief and Health Care Act of 2006 HR.1998 – FSA Rollovers HR.2682 – Long-Term Care and Retirement Security Act HR.2830 – Pension Protection Act of 2005 HR.4440 – HSA Technical Correction

Client expense: Not reported · Firm income: $105,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Long-term care partnerships - S.1569; S.1602; H.R.3511; and Long-term care tax deduction - S.1244; H.R.2682

Client expense: Not reported · Firm income: $2,360,000

Government targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR)

H.R. 4 – Healthy America Act H.R. 440 – Bipartisan Retirement Security Act of 2005 H.R. 530 – Individual Social Security Investment Program Act of 2005 H.R. 750 – Social Security Guarantee Plus Act of 2005 H.R. 819 – Retirement Security for Life Act of 2005 H.R. 976 – Long Term Care Act of 2005 H.R. 1161 – Employer Retirement Savings Accounts. H.R. 1162 – Retirement Savings Account Act H.R. 1163 – Lifetime Savings Account Act of 2005 H.R. 1508 – 401(k) Automatic Enrollment Act of 2005; autoenrollment H.R. 1776 - Social Security Personal Savings Guarantee and Prosperity Act of 2005 H.R. 1960 – Pension Preservation and Savings Expansion Act of 2005 (Portman) H.R. 1961 -- Pension Preservation and Savings Expansion Act of 2005 (Cardin) H.R. 2682 – Long-Term Care and Retirement Security Act of 2005 H.R. 2830 – Pension Protection Act of 2005 H.R. 2951 – Lifetime Pension Annuity for You (PAY) Act of 2005 H.R. 3304 – Growing Real Ownership for Workers Act of 2005 H.R. 3511 – Medicaid State Long Term Care Partnership Program Act of 2005 H.R. 3768 – Katrina Emergency Tax Relief Act H.R. 3862 – Pension Flexibility for Displaced Workers Act H.R. 3912 – Retirement Security for Life Act H.R. 4220 – Long Term Care Tax Reduction Act of 2005 S. 219 - National Employee Savings and Trust Equity Guarantee Act of 2005 S. 381 -- Retirement Security for Life Act of 2005 S. 540 – Saving Social Security Act of 2005 S. 545 – Lifetime Savings Account Act of 2005. S. 546 – Retirement Savings Account Act. S. 547– Employer Retirement Savings Accounts. S. 602 – Ronald Reagan Alzheimer’s Breakthrough Act of 2005. S. 723 – SIMPLE Cafeteria Plan Act of 2005 S. 857 – Social Security Personal Savings Guarantee and Prosperity Act of 2005 S. 875 – Save More for Retirement Act of 2005 S. 1225 – Access to Affordable Health Insurance Act S. 1244 -- Long-Term Care and Retirement Security Act of 2005. S. 1302 – Social Security Personal Savings Guarantee and Prosperity Act of 2005. S. 1359 – Retirement Savings and Security Act of 2005 S. 1569 – A bill to amend title XIX of the Social Security Act to facilitate the establishment of additional long-term care insurance partnerships between States and insurers in order to promote the use of long-term care insurance. S. 1602 – Improving Long-Term Care Choices Act of 2005 S. 1706 – Long Term Care Act S. 1783 – The Pension Security and Transparency Act of 2005 S. 1819 – 401(k) Enhancement Act S. 1932 – Deficit Reduction Act S. 1951 – CLASS Act S. 1953 – National Employee Savings and Trust Equity Guarantee Act

Client expense: $3,995,682 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Labor, Dept of (DOL), SENATE, Treasury, Dept of

Long-term care partnerships - H.R. 3511; S. 1569; S. 1602; and Long-term care tax deduction - H.R. 2682; S. 1244.

Client expense: Not reported · Firm income: $2,340,000

Government targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Social Security Administration (SSA), State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR)

Chemical Security Act (S.1602)

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

Government targets: Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, SENATE

Chemical Security Act (S.1602)

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

Government targets: Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, SENATE

H.R. 819 – Retirement Security for Life Act of 2005. H.R. 1161 – Employer Retirement Savings Accounts. H.R. 1162 – Retirement Savings Account Act H.R. 1163 – Lifetime Savings Account Act of 2005. H.R. 1508 – 401(k) Automatic Enrollment Act of 2005; autoenrollment. H.R. 1960 – Pension Preservation and Savings Expansion Act of 2005 (Portman) H.R. 1961 -- Pension Preservation and Savings Expansion Act of 2005 (Cardin) H.R. 2682 – Long-Term Care and Retirement Security Act of 2005. H.R. 2830 – Pension Protection Act of 2005. H.R. 2951 – Lifetime Pension Annuity for You (PAY) Act of 2005 H.R. 3304 – Growing Real Ownership for Workers Act of 2005. H.R. 3511 – Medicaid State Long Term Care Partnership Program Act of 2005. S. 219 - National Employee Savings and Trust Equity Guarantee Act of 2005 S. 381 -- Retirement Security for Life Act of 2005 S. 545 – Lifetime Savings Account Act of 2005. S. 546 – Retirement Savings Account Act. S. 547– Employer Retirement Savings Accounts. S. 602 – Ronald Reagan Alzheimer’s Breakthrough Act of 2005. S. 723 – SIMPLE Cafeteria Plan Act of 2005 S. 875 – Save More for Retirement Act of 2005. S. 1244 -- Long-Term Care and Retirement Security Act of 2005. S. 1302 – Social Security Personal Savings Guarantee and Prosperity Act of 2005. S. 1359 – Retirement Savings and Security Act of 2005 S. 1569 – A bill to amend title XIX of the Social Security Act to facilitate the establishment of additional long-term care insurance partnerships between States and insurers in order to promote the use of long-term care insurance. S. 1602 – Improving Long-Term Care Choices Act of 2005

Client expense: $4,200,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Labor, Dept of (DOL), SENATE, Treasury, Dept of

Chemical Security Act (S.1602)

Client expense: $140,000 · Firm income: Not reported

Government targets: Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, SENATE