Drug Free Varsity Sports Act of 2005

S. 1288, Women's Retirement Security Act. Proposals making technical corrections to The Pension Protection Act of 2006, including H.R. 3361, H.R. 6382, and S. 1974, The Pension Protection Technical Corrections Act. Proposals related to annuitization, including H.R. 4150, Lifetime Pension Annuity for You Act. Proposals related to reform of the minimum required distribution rules. Proposals related to defined contribution plan fees and fee disclosure practices, including H.R. 3765, The Defined Contribution Fee Transparencies Act, H.R. 3185, 401(k) Fair Disclosure for Retirement Security, and S. 2473, Defined Contribution Fee Disclosure Act. Proposals related to mandatory universal savings accounts. Proposals related to retirement plan leakage.

Client expense: Not reported · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Proposals related to hybrid plans. Proposals making technical corrections to the Pension Protection Act of 2006, including H.R. 3361/S. 1974, H.R. 6382, Pension Protection Technical Corrections Act and H.R. 6143, Pension Protection Act ERISA Amendments, H.R. 3997/H.R. 1424, Emergency Economic Stabilization Act. S. 1141/H.R. 2167, Automatic IRA Act. Defined benefit plans and implications of current market decline. H.R. 6788, Retiree Health Account Act. H.R. 7327, Worker, Retiree, and Employer Recovery Act.

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

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

Proposals related to hybrid plans. Proposals making technical corrections to the Pension Protection Act of 2006, including H.R. 3361/S. 1974, H.R. 6382, Pension Protection Technical Corrections Act and H.R. 6143, Pension Protection Act ERISA Amendments, H.R. 3997/H.R. 1424, Emergency Economic Stabilization Act. S. 1141/H.R. 2167, Automatic IRA Act. Defined benefit plans and implications of current market decline. H.R. 6788, Retiree Health Account Act. H.R. 7327, Worker, Retiree, and Employer Recovery Act.

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

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

Proposals related to long-term care insurance, including S. 897, Alzheimer's Family Assistance Act. Technical corrections to The Pension Protection Act of 2006, including H.R. 3361, H.R. 6382, and S. 1974, Pension Protection Technical Corrections Act. S. 1141/H.R. 2167, Automatic IRA Act. H.R. 3363/S. 2337, Long-term Care Affordability and Security Act, H.R. 6143, Pension Protection Act ERISA Amendments. H.R. 5160, Small Business Add Value for Employees Act. Proposals for comprehensive pension and retirement savings legislation.

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

Proposals related to long-term care insurance, including S. 897, Alzheimer's Family Assistance Act. Technical corrections to The Pension Protection Act of 2006, including H.R. 3361, H.R. 6382, and S. 1974, Pension Protection Technical Corrections Act. S. 1141/H.R. 2167, Automatic IRA Act. H.R. 3363/S. 2337, Long-term Care Affordability and Security Act, H.R. 6143, Pension Protection Act ERISA Amendments. H.R. 5160, Small Business Add Value for Employees Act. Proposals for comprehensive pension and retirement savings legislation.

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

Proposals affecting retirement, health and other Employee Benefit plans, including making technical corrections to The Pension Protection Act of 2006 including H.R. 3361, H.R. 6382, and S. 1974, Pension Protection Technical Corrections Act. H.R. 6143, Pension Protection Act ERISA Amendments. H.R. 7327, Worker, Retiree, and Employer Recovery Act.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Proposals affecting retirement, health and other Employee Benefit plans, including making technical corrections to The Pension Protection Act of 2006 including H.R. 3361, H.R. 6382, and S. 1974, Pension Protection Technical Corrections Act. H.R. 6143, Pension Protection Act ERISA Amendments. H.R. 7327, Worker, Retiree, and Employer Recovery Act.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Proposals related to retirement, health insurance, long-term care insurance and health savings accounts, including, S. 897, Alzheimer's Family Assistance Act and S. 504, Long-Term Care Trust Account Act; H.R. 3363/S. 2337, Long-Term Care Affordability and Security Act; Technical Corrections to The Pension Protection Act of 2006, including H.R. 7242, H.R. 3361, H.R. 6382, and S. 1974, Pension Protection Technical Corrections Act. H.R. 6143, Pension Protection Act ERISA Amendments, H.R. 5719, Taxpayer Assistance and Simplification Act.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R.69: To amend title II of the Social Security Act to eliminate the 5-month waiting period for entitlement to disability benefits and to eliminate reconsideration as an intervening step between initial benefit entitlement decisions and subsequent hearings on the record on such decisions. H.R.82: To amend title II of the Social Security Act to repeal the Government pension offset and windfall elimination provisions. H.R.93: To amend the Congressional Budget Act of 1974 to protect Social Security beneficiaries against any reduction in benefits. H.R.149: To amend title II of the Social Security Act to remove the limitation upon the amount of outside income which an individual may earn while receiving benefits under such title, and for other purposes. H.R.191: To amend the Internal Revenue Code of 1986 to repeal the inclusion in gross income of Social Security benefits. H.R.192: To amend the Internal Revenue Code of 1986 to repeal the 1993 increase in taxes on Social Security benefits. H.R.279: To amend title II of the Social Security Act to provide for Congressional oversight and approval of totalization agreements. H.R.288: To amend title II of the Social Security Act to provide for an improved benefit computation formula for workers affected by the changes in benefit computation rules enacted in the Social Security Amendments of 1977 who attain age 65 during the 10-year period after 1981 and before 1992 (and related beneficiaries) and to provide prospectively for increases in their benefits accordingly. H.R.340: To amend title II of the Social Security Act to allow remarried widows, widowers, and surviving divorced spouses to become or remain entitled to widow's or widower's insurance benefits if the prior marriage was for at least 10 years. H.R.341: To amend title II of the Social Security Act to provide for payment of lump-sum death payments upon the death of a spouse. H.R.368: To amend title II of the Social Security Act to allow workers who attain age 65 after 1981 and before 1992 to choose either lump sum payments over four years totalling $5,000 or an improved benefit computation formula under a new 10-year rule governing the transition to the changes in benefit computation rules enacted in the Social Security Amendments of 1977, and for other purposes. H.R.581: To amend title II of the Social Security Act to establish a Social Security Surplus Protection Account in the Federal Old-Age and Survivors Insurance Trust Fund to hold the Social Security surplus, to provide for suspension of investment of amounts held in the Account until enactment of legislation providing for investment of the Trust Fund in investment vehicles other than obligations of the United States, and to establish a Social Security Investment Commission to make recommendations for alternative forms of investment of the Social Security surplus in the Trust Fund. H.R.709: To amend title II of the Social Security Act to restrict totalization agreements between the United States and other countries to providing for appropriate exchange of Social Security taxes or contributions between the parties to such agreements, and to prohibit crediting of individuals under such title with earnings from employment or self-employment in the United States performed while such individuals are not citizens, nationals, or lawful permanent residents of the United States and are not authorized by law to be employed in the United States. H.R.726: To amend title II of the Social Security Act to restrict the application of the windfall elimination provision to individuals whose combined monthly income from benefits under such title and other monthly periodic payments exceeds a minimum COLA-adjusted amount of $2,500 and to provide for a graduated implementation of such provision on amounts above such minimum amount. H.R.732: To amend title II of the Social Security Act to reduce from 10 to 5 the number of years of marriage prior to divorce required for a divorced spouse to be eligible for benefits under such title. H.R.1090: To amend the Social Security Act and the Internal Revenue Code of 1986 to preserve and strengthen the Social Security Program through the creation of personal Social Security guarantee accounts ensuring full benefits for all workers and their families, restoring long-term Social Security solvency, to make certain benefit improvements, and for other purposes. H.R.1158: To amend title II of the Social Security Act to eliminate the two-year waiting period for divorced spouse's benefits following the divorce. H.R.1160: To amend title II of the Social Security Act to provide for increases in widow's and widower's insurance benefits by reason of delayed retirement. H.R.1161: To amend title II of the Social Security Act to credit prospectively individuals serving as caregivers of dependent relatives with deemed wages for up to five years of such service. H.R.1322: To amend title I of the Employee Retirement Income Security Act of 1974 to provide emergency protection for retiree health benefits. H.R.1349: To amend the Internal Revenue Code of 1986 to repeal the 1993 increase in income taxes on Social Security benefits. H.R.1380: To amend title II of the Social Security Act to provide that a monthly insurance benefit thereunder shall be paid for the month in which the recipient dies, subject to a reduction of 50 percent if the recipient dies during the first 15 days of such month, and for other purposes. H.R.2032: To require the establishment of a Consumer Price Index for Elderly Consumers to compute cost-of-living increases for Social Security and Medicare benefits under titles II and XVIII of the Social Security Act. H.R.2103: To amend title IV of the Employee Retirement Income Security Act of 1974 to require the Pension Benefit Guaranty Corporation, in the case of airline pilots who are required by regulation to retire at age 60, to compute the actuarial value of monthly benefits in the form of a life annuity commencing at age 60. H.R.2167: To amend the Internal Revenue Code of 1986 to allow employees not covered by qualified retirement plans to save for retirement through automatic payroll deposit IRAs, to facilitate similar saving by the self-employed, and for other purposes. H.R.2355: To amend the Internal Revenue Code of 1986 to extend the authority for penalty-free withdrawals from retirement plans by military reservists or national guardsmen called to active duty for extended periods. H.R. 2461: to amend the Internal Revenue Code of 1986 to permit distributions from individual retirement plans to be contributed to 529 plans without including the distribution in gross income. H.R.2591:To amend part B of title XVIII of the Social Security Act to limit the penalty for late enrollment under part B of the Medicare Program to 10 percent and twice the period of no enrollment, and to exclude periods of COBRA and retiree coverage from such late enrollment penalty. H.R. 2657: To amend the Employee Retirement Income Security Act of 1974 to ensure that employees are not improperly disqualified from benefits under pension plans and welfare plans based on the misclassification or reclassification of their status. H.R.2683: To amend title I of the Employee Retirement Income Security Act of 1974 to require in the annual report of each defined benefit pension plan disclosure of plan investments in hedge funds. H.R.2831: To amend title VII of the Civil Rights Act of 1964, the Age Discrimination in Employment Act of 1967, the Americans With Disabilities Act of 1990, and the Rehabilitation Act of 1973 to clarify that a discriminatory compensation decision or other practice that is unlawful under such Acts occurs each time compensation is paid pursuant to the discriminatory compensation decision or other practice, and for other purposes. H.R. 3088: to amend the Internal Revenue Code of 1986 to provide that distributions from an individual retirement plan, a section 401(k) plan, a section 403(b) contract, or a section 457 plan shall not be includible in gross income to the extent used to pay long-term care insurance premiums. HR. 3185: To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to establish in the Department of Labor an Advisory Council on Improving Employer-Employee Retirement Practices. H.R. 3361: A bill to make technical corrections related to the Pension Protection Act of 2006. H.R. 3765: To amend the Internal Revenue Code of 1986 to provide transparency with respect to fees and expenses charged to participant-directed defined contribution plans. H.R. 3868: to provide an orderly transition to new requirements, and for other purposes. H.R. 4061: To allow employees of a commercial passenger airline carrier who receive payments in a bankruptcy proceeding to roll over such payments into an individual retirement plan, and for other purposes. H.R. 4150: To amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments by excluding from income a portion of such payments. H.R. 4807: To amend the Social Security Act to protect Social Security cost-of-living adjustments (COLA) H.R.5160: To amend the Internal Revenue Code of 1986 to encourage retirement savings by modifying requirements with respect to employer-established IRAs, and for other purposes. H.R.6382 To make technical corrections related to the Pension Protection Act of 2006, and for other purposes. HR 6708: To amend the Internal Revenue Code of 1986 to provide that no loan may be made from a qualified employer plan using revolving credit arrangements and to limit the number of loans that may be made from a qualified employer plan to a participant or beneficiary. H.R. 7327, the Pension Relief and Pension Technicals Act S.43: A bill to amend title II of the Social Security Act to preserve and protect Social Security benefits of American workers and to help ensure greater congressional oversight of the Social Security system by requiring that both Houses of Congress approve a totalization agreement before the agreement, giving foreign workers Social Security benefits, can go into effect. S.137: A bill to amend title XVIII of the Social Security Act to provide additional beneficiary protections. S.190: A bill to provide a technical correction to the Pension Protection Act of 2006. S.191: A bill to provide relief for all air carriers with pension plans that are not frozen pension plans. S.355: A bill to establish a National Commission on Entitlement Solvency. S.1010: A bill to amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments from annuities and similar payments of life insurance proceeds at dates later than death by excluding from income a portion of such payments. S.1141: A bill to amend the Internal Revenue Code of 1986 to allow employees not covered by qualified retirement plans to save for retirement through automatic payroll deposit IRAs, to facilitate similar saving by the self-employed, and for other purposes. S.1254: A bill to amend title II of the Social Security Act to provide that the reductions in social security benefits which are required in the case of spouses and surviving spouses who are also receiving certain government pensions shall be equal to the amount by which two-thirds of the total amount of the combined monthly benefit (before reduction) and monthly pension exceeds $1,200, adjusted for inflation. S.1270: A bill to amend title IV of the Employee Retirement Income Security Act of 1974 to require the Pension Benefit Guaranty Corporation, in the case of airline pilots who are required by regulation to retire at age 60, to compute the actuarial value of monthly benefits in the form of a life annuity commencing at age 60. S.1288: A bill to amend the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974 to increase the retirement security of women and small business owners, and for other purposes. S.1533: A bill to amend the Internal Revenue Code of 1986 to allow certain coins to be acquired by individual retirement accounts and other individually directed pension plan accounts, and for other purposes. S.1636: A bill to amend the Internal Revenue Code of 1986 to permanently allow penalty-free withdrawals from retirement plans for individuals called to active duty for at least 179 days. S. 1725: to amend the Employee Retirement Income Security Act of 1974, the Internal Revenue Code of 1986, and title 5, U.S. Code, to improve the protection of pension benefits, and for other purposes. S. 1809: to amend the Internal Revenue Code of 1986 to provide that distributions from an individual retirement plan, a section 401(k) plan, a section 403(b) contract, or a section 457 plan shall not be includible in gross income to the extent used to pay long-term care insurance premiums. S.1843: A bill to amend title VII of the Civil Rights Act of 1964 and the Age Discrimination in Employment Act of 1967 to clarify that an unlawful practice occurs each time compensation is paid pursuant to a discriminatory compensation decision or other practice, and for other purposes. S.1947: A bill to amend title XI of the Social Security Act to improve the quality improvement organization (QIO) program. S. 1974: A bill to make technical corrections related to the Pension Protection Act of 2006. S. 2184: To amend the Internal Revenue Code of 1986 to permanently allow penalty-free withdrawals from retirement plans for individuals called to active duty for at least 179 days. S. 2201: to provide for the penalty-free use of retirement funds for mortgage delinquency relief. S. 2473: to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and for other purposes. S.2501: A bill to amend the Social Security Act to protect Social Security cost-of-living adjustments (COLA). S. 2505: to allow employees of a commercial passenger airline carrier who receive payments in a bankruptcy proceeding to roll over such payments into an individual retirement plan, and for other purposes. S.2570: To amend title II of the Social Security Act to authorize waivers by the Commissioner of Social Security of the 5-month waiting period for entitlement to benefits based on disability in cases in which the Commissioner determines that such waiting period would cause undue hardship to terminally ill beneficiaries. S. 2765: To strengthen and permanently preserve Social Security. S.2794: A bill to protect older Americans from misleading and fraudulent marketing practices, with the goal of increasing retirement security. S.3219: A bill to enhance penalties for violations of securities protections that involve targeting seniors. S.3278: A bill to amend the Internal Revenue Code of 1986 to provide that no loan may be made from a qualified employer plan using a credit card or other intermediary and to limit the number of loans that may be made from a qualified employer plan to a participant or beneficiary. S.Res.601: To designate Oct. 19-25, 2008, as ''National Save for Retirement Week.''

H.R. 1424 - The Emergency Economic Stabilization Act of 2008, Energy Improvement and Extension Act of 2008, and Tax Extenders and Alternative Minimum Tax Relief Act of 2008 (H.R. 6049 tax provisions). S. 2761 - Recapture Excess Profits And Invest in Roads (REPAIR) Act of 2008. S. 2782 - A bill to amend the IRS Code of 1986 to impose a temporary windfall profit on crude oil and transfer the proceeds of the tax to the Highway Trust Fund. S. 1125/ H.R. 2116 - Railroad Investment Tax Credit Legislation S. 3335/ S. 3125/ S. 3098 - Jobs, Energy, Families, and Disaster Relief Act of 2008 ( Energy Tax Bills). H.R. 7327/ S. 1974 - To make technical corrections related to the Pension Protection Act of 2006, and for other purposes.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Proposals making technical corrections to the Pension Protection Act of 2006, including H.R. 3361, H.R. 6382, and S. 1974, Pension Protection Technical Corrections Act. H.R. 7327, Worker, Retiree, and Empoloyer Recovery Act. Proposals related to the Saver's Credit. Proposals related to defined contribution plan fees and fee disclosure practices, including H.R. 3765, the Defined Contribution Fee Transparency Act, H.R. 3185, 401(k) Fair Disclosure for Retirement Security Act, and S. 2473, Defined Contribution Fee Disclosure Act. S. 1288, Women's Retirement Security Act. Proposals relating to small business pension coverage. Proposals related to mandatory universal savings accounts. Proposals related to investment education. Proposals for comprehensive pension and retirement savings legislation.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S. 1141/H.R. 2167, Automatic IRA Act. Proposals making technical corrections to The Pension Protection Act of 2006, including H.R. 3361, H.R. 6382, S. 1974, Pension Protection Technical Corrections Act, and H.R. 7327, Worker, Retiree, and Employer Recovery Act. Proposals related to reform of the minimum required distribution rules, including H.R. 7327, Worker, Retiree, and Employer Recovery Act. Proposals related to defined contribution plan fees and fee disclosure practices, including H.R. 3765, The Defined Contribution Fee Disclosure Act, H.R. 3185, 401(k) Fair Disclosure Retirement Security Act, and S. 2473, Defined Contribution Fee Disclosure Act. S. 1288, Women's Retirement Security Act. Proposals related to universal savings accounts. Proposals related to retirement plan leakage, including H.R. 6708/S. 3278, legislation restricting qualified plan loans. Proposals for comprehensive pension and retirement savings legislation. Retirement plan reform proposals stemming from economic downturn and market decline. Department of Labor proposed guidance on investment advice and retirement plan fee issues.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S.1288, Women's Retirement Security Act. Proposals making technical corrections to The Pension Protection Act of 2006, including H.R. 3361, H.R. 6382, S. 1974, Pension Protection Technical Corrections Act, and H.R. 7327, Worker, Retiree, and Employer Recovery Act. Proposals related to The Pension Protection Act's qualified optional survivor annuity provision. Proposals related to defined contribution plan fees and fee disclosure practices, including H.R. 3765, The Defined Contribution Fee Transparency Act, H.R. 3185, 401(k) Fair Disclosure for Retirement Security Act, and S. 2473, Defined Contribution Fee Disclosure Act. Proposals for comprehensive pension and retirement savings legislation. Proposals related to reform of the required minimum distribution rules, including H.R. 7327, Worker, Retiree, and Employer Recovery Act.

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

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

Proposals related to the tax treatment of domestic partner health benefits including, H.R. 1820, Tax Equity for Health Plan Beneficiaries Act and S. 1556, Tax Equity for Domestic Partners and Health Plan Beneficiaries Act. Proposals making technical corrections to The Pension Protection Act of 2006, including H.R. 3361, H.R. 6382, S. 1974, Pension Protection Technical Corrections Act, and H.R. 7327, Worker, Retiree, and Employer Recovery Act. Proposals related to minimum required distributions and non-spousal rollovers, including H.R. 7242, Pension Protection Act IRC Amendments of 2008.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S. 1010/H.R. 2205, Retirement Security for Life Act. S. 1288, Women's Retirement Security Act. Proposals making technical corrections to The Pension Protection Act of 2006, including H.R. 3361, H.R. 6382, S. 1974, Pension Protection Technical Corrections Act, and H.R. 7327, Worker, Retiree, and Employer Recovery Act. Proposals related to annuitization, including H.R. 4150, Lifetime Pension Annuity for You Act. Proposals related to defined contribution plan fees and fee disclosure practices, including H.R. 3765, The Defined Contribution Fee Transparency Act, H.R. 3185, 401(k) Fair Disclosure for Retirement Security Act, and S. 2473, Defined Contribution Fee Disclosure Act. Proposals for comprehensive pension and retirement savings legislation.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Proposals related to cash balance and other hybrid pension plans, including application of the backloading rules and other issues. Proposals making technical corrections to The Pension Protection Act of 2006, including H.R. 3361, H.R. 6382, S. 1974, Pension Protection Technical Corrections Act, and H.R. 7327, Worker, Retiree, and Employer Recovery Act. Proposals for comprehensive pension and retirement savings legislation. Proposals related to qualified supplemental executive retirement plans. Proposals related to defined benefit plan funding, including H.R. 7327, Worker, Retiree, and Employer Recovery Act.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Proposals making technical corrections to The Pension Protection Act of 2006, including H.R. 3361, H.R. 6382, S. 1974, Pension Protection Technicals Corrections Act, and H.R. 7327, Worker, Retiree, and Employer Recovery Act. Proposals related to hybrid pension plan guidance, including application of the backloading rules. Proposals related to defined contribution plan fees and fee disclosure practices, including H.R. 3765, The Defined Contribution Fee Transparence Act, H.R. 3185, 401(k) Fair Disclosure for Retirement Security Act, and S. 2473, Defined Contribution Fee Disclosure Act. Proposals related to mandatory universal savings accounts. Proposals related to 457 state and local government retirement plans. Proposals related to asset averaging/smoothing rules of The Pension Protection Act of 2006. S. 1288, Women's Retirement Security Act. Proposals related to older workers' incentives. Proposals for comprehensive pension and retirement savings legislation.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S. 1041/H.R. 800 Employee Free Choice Act- Entire bill S. 237/ H.R. 371 Ag Jobs Act- Entire bill focusing on Title I, Pilot Program for Agricultural Workers S. 1974/H.R. 3361 Technical Corrections to the Pension Protection Act of 2006

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

Government targets: Agriculture, Dept of (USDA), HOUSE OF REPRESENTATIVES, Office of Management & Budget (OMB), SENATE

H.R. 6382 -- To make techinical corrections related to the Pension Protection Act of 2006, and other purposes S. 1974 -- A Bill to make technical corrections related to the Pension Protection Act of 2006. H.R. 7327 -- To make technical corrections related to the Pension Protection Act of 2006, and for other purposes.

Client expense: $480,000 · Firm income: Not reported

Government targets: Centers For Medicare and Medicaid Services (CMS), Congressional Budget Office (CBO), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE

S. 1141/H.R. 2167, Automatic IRA Act. Proposals making technical corrections to The Pension Protection Act of 2006, including H.R. 3361, H.R. 6382, and S. 1974, Pension Protection Technical Corrections Act. Proposals related to reform of the minimum required distribution rules. Proposals related to defined contribution plan fees and fee disclosure practices, including H.R. 3765, The Defined Contribution Fee Disclosure Act, H.R. 3185, 401(k) Fair Disclosure Retirement Security Act, and S. 2473, Defined Contribution Fee Disclosure Act. S. 1288, Women's Retirement Security Act. Proposals related to universal savings accounts. Proposals related to retirement plan leakage, including H.R. 6708/S. 3278, legislation restricting qualified plan loans. Proposals related to commodities speculation as they affect retirement plans, including H.R. 6604, Commodities Markets Transparency and Accountability Act, S. 3248, Commodity Speculation Reform Act, and S. 3268, Stop Excessive Energy Speculation Act. Proposals for comprehensive pension and retirement savings legislation.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Proposals related to pension funding issues. Normal retirement age proposals. Proposals making technical corrections to the Pension Protection Act of 2006, including H.R. 3361, H.R. 6382, and S.1974, Pension Protection Technical Corrections Act and H.R. 6143, Pension Protection Act ERISA Amendments. Proposals related to older workers' incentives. S. 2933, Incentives for Older Workers Act. Proposals for comprehensive pension and retirement savings legislation.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Proposals related to hybrid plans, including administrative guidance related to such plans. Proposals making technical corrections to the Pension Protection Act of 2006, including H.R. 3361, H.R. 6382, and S.1974, Pension Protection Technical Corrections Act and H.R. 6143, Pension Protection Act ERISA Amendments. Proposals related to the exchange of long-term care insurance contracts. 401(k) long-term care proposal. Proposals related to annuitization, including S. 1010/H.R. 2205, Retirement Secruity for Life Act and H.R. 4150, Lifetime Pension Annuity for You Act. Proposals related to the tax treatment of long-term care insurance. Proposals related to longevity insurance, including S. 1288, Women's Retirement Security Act and H.R. 4150 Lifetime Pension Annuity for You Act. Proposals related to qualified investment alternatives. Proposals for comprehensive pension and retirement savings legislation.

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

Proposals related to hybrid plans, including administrative guidance related to such plans. Proposals making technical corrections to the Pension Protection Act of 2006, including H.R. 3361, H.R. 6382, and S. 1974, Pension Protection Technical Corrections Act and H.R. 6143, Pension Protection Act ERISA Amendments. Proposals related to the exchange of long-term care insurance contracts. Proposals related to annuitization including S. 1010/H.R. 2005, Retirement Security for Life Act, H.R. 4150, Lifetime Pension Annuity for You Act. Proposals related to the tax treatment of long-term care insurance. Proposals related to longevity insurance, including S. 1288, Women's Retirement Security Act and H.R. 4150, Lifetime Pension Annuity for You Act. Proposals related to qualified default investment alternatives. 401(k) long-term care proposal. Proposals for comprehensive pension and retirement savings legislation.

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

S. 1010/H.R. 2205, Retirement Security for Life Act, S. 1288, Women's Retirement Security Act, Proposals making technical corrections to the Pension Protection Act of 2006, including H.R. 3361, H.R. 6382, and S. 1974, Pension Protection Technical Correction Act and H.R. 6143, Person Protection Act ERISA Amendment. Comprehensive Pension and Retirement Savings Legislation.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R.69: To amend title II of the Social Security Act to eliminate the 5-month waiting period for entitlement to disability benefits and to eliminate reconsideration as an intervening step between initial benefit entitlement decisions and subsequent hearings on the record on such decisions. H.R.82: To amend title II of the Social Security Act to repeal the Government pension offset and windfall elimination provisions. H.R.93: To amend the Congressional Budget Act of 1974 to protect Social Security beneficiaries against any reduction in benefits. H.R.149: To amend title II of the Social Security Act to remove the limitation upon the amount of outside income which an individual may earn while receiving benefits under such title, and for other purposes. H.R.191: To amend the Internal Revenue Code of 1986 to repeal the inclusion in gross income of Social Security benefits. H.R.192: To amend the Internal Revenue Code of 1986 to repeal the 1993 increase in taxes on Social Security benefits. H.R.279: To amend title II of the Social Security Act to provide for Congressional oversight and approval of totalization agreements. H.R.288: To amend title II of the Social Security Act to provide for an improved benefit computation formula for workers affected by the changes in benefit computation rules enacted in the Social Security Amendments of 1977 who attain age 65 during the 10-year period after 1981 and before 1992 (and related beneficiaries) and to provide prospectively for increases in their benefits accordingly. H.R.340: To amend title II of the Social Security Act to allow remarried widows, widowers, and surviving divorced spouses to become or remain entitled to widow's or widower's insurance benefits if the prior marriage was for at least 10 years. H.R.341: To amend title II of the Social Security Act to provide for payment of lump-sum death payments upon the death of a spouse. H.R.368: To amend title II of the Social Security Act to allow workers who attain age 65 after 1981 and before 1992 to choose either lump sum payments over four years totalling $5,000 or an improved benefit computation formula under a new 10-year rule governing the transition to the changes in benefit computation rules enacted in the Social Security Amendments of 1977, and for other purposes. H.R.581: To amend title II of the Social Security Act to establish a Social Security Surplus Protection Account in the Federal Old-Age and Survivors Insurance Trust Fund to hold the Social Security surplus, to provide for suspension of investment of amounts held in the Account until enactment of legislation providing for investment of the Trust Fund in investment vehicles other than obligations of the United States, and to establish a Social Security Investment Commission to make recommendations for alternative forms of investment of the Social Security surplus in the Trust Fund. H.R.709: To amend title II of the Social Security Act to restrict totalization agreements between the United States and other countries to providing for appropriate exchange of Social Security taxes or contributions between the parties to such agreements, and to prohibit crediting of individuals under such title with earnings from employment or self-employment in the United States performed while such individuals are not citizens, nationals, or lawful permanent residents of the United States and are not authorized by law to be employed in the United States. H.R.726: To amend title II of the Social Security Act to restrict the application of the windfall elimination provision to individuals whose combined monthly income from benefits under such title and other monthly periodic payments exceeds a minimum COLA-adjusted amount of $2,500 and to provide for a graduated implementation of such provision on amounts above such minimum amount. H.R.732: To amend title II of the Social Security Act to reduce from 10 to 5 the number of years of marriage prior to divorce required for a divorced spouse to be eligible for benefits under such title. H.R.1090: To amend the Social Security Act and the Internal Revenue Code of 1986 to preserve and strengthen the Social Security Program through the creation of personal Social Security guarantee accounts ensuring full benefits for all workers and their families, restoring long-term Social Security solvency, to make certain benefit improvements, and for other purposes. H.R.1158: To amend title II of the Social Security Act to eliminate the two-year waiting period for divorced spouse's benefits following the divorce. H.R.1160: To amend title II of the Social Security Act to provide for increases in widow's and widower's insurance benefits by reason of delayed retirement. H.R.1161: To amend title II of the Social Security Act to credit prospectively individuals serving as caregivers of dependent relatives with deemed wages for up to five years of such service. H.R.1322: To amend title I of the Employee Retirement Income Security Act of 1974 to provide emergency protection for retiree health benefits. H.R.1349: To amend the Internal Revenue Code of 1986 to repeal the 1993 increase in income taxes on Social Security benefits. H.R.1380: To amend title II of the Social Security Act to provide that a monthly insurance benefit thereunder shall be paid for the month in which the recipient dies, subject to a reduction of 50 percent if the recipient dies during the first 15 days of such month, and for other purposes. H.R.2032: To require the establishment of a Consumer Price Index for Elderly Consumers to compute cost-of-living increases for Social Security and Medicare benefits under titles II and XVIII of the Social Security Act. H.R.2103: To amend title IV of the Employee Retirement Income Security Act of 1974 to require the Pension Benefit Guaranty Corporation, in the case of airline pilots who are required by regulation to retire at age 60, to compute the actuarial value of monthly benefits in the form of a life annuity commencing at age 60. H.R.2167: To amend the Internal Revenue Code of 1986 to allow employees not covered by qualified retirement plans to save for retirement through automatic payroll deposit IRAs, to facilitate similar saving by the self-employed, and for other purposes. H.R.2355: To amend the Internal Revenue Code of 1986 to extend the authority for penalty-free withdrawals from retirement plans by military reservists or national guardsmen called to active duty for extended periods. H.R. 2461: to amend the Internal Revenue Code of 1986 to permit distributions from individual retirement plans to be contributed to 529 plans without including the distribution in gross income. H.R.2591:To amend part B of title XVIII of the Social Security Act to limit the penalty for late enrollment under part B of the Medicare Program to 10 percent and twice the period of no enrollment, and to exclude periods of COBRA and retiree coverage from such late enrollment penalty. H.R. 2657: To amend the Employee Retirement Income Security Act of 1974 to ensure that employees are not improperly disqualified from benefits under pension plans and welfare plans based on the misclassification or reclassification of their status. H.R.2683: To amend title I of the Employee Retirement Income Security Act of 1974 to require in the annual report of each defined benefit pension plan disclosure of plan investments in hedge funds. H.R.2831: To amend title VII of the Civil Rights Act of 1964, the Age Discrimination in Employment Act of 1967, the Americans With Disabilities Act of 1990, and the Rehabilitation Act of 1973 to clarify that a discriminatory compensation decision or other practice that is unlawful under such Acts occurs each time compensation is paid pursuant to the discriminatory compensation decision or other practice, and for other purposes. H.R. 3088: to amend the Internal Revenue Code of 1986 to provide that distributions from an individual retirement plan, a section 401(k) plan, a section 403(b) contract, or a section 457 plan shall not be includible in gross income to the extent used to pay long-term care insurance premiums. HR. 3185: To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to establish in the Department of Labor an Advisory Council on Improving Employer-Employee Retirement Practices. H.R. 3361: A bill to make technical corrections related to the Pension Protection Act of 2006. H.R. 3765: To amend the Internal Revenue Code of 1986 to provide transparency with respect to fees and expenses charged to participant-directed defined contribution plans. H.R. 3868: to provide an orderly transition to new requirements, and for other purposes. H.R. 4061: To allow employees of a commercial passenger airline carrier who receive payments in a bankruptcy proceeding to roll over such payments into an individual retirement plan, and for other purposes. H.R. 4150: To amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments by excluding from income a portion of such payments. H.R. 4807: To amend the Social Security Act to protect Social Security cost-of-living adjustments (COLA) H.R.5160: To amend the Internal Revenue Code of 1986 to encourage retirement savings by modifying requirements with respect to employer-established IRAs, and for other purposes. H.R.6382 To make technical corrections related to the Pension Protection Act of 2006, and for other purposes. HR 6708: To amend the Internal Revenue Code of 1986 to provide that no loan may be made from a qualified employer plan using revolving credit arrangements and to limit the number of loans that may be made from a qualified employer plan to a participant or beneficiary. S.43: A bill to amend title II of the Social Security Act to preserve and protect Social Security benefits of American workers and to help ensure greater congressional oversight of the Social Security system by requiring that both Houses of Congress approve a totalization agreement before the agreement, giving foreign workers Social Security benefits, can go into effect. S.137: A bill to amend title XVIII of the Social Security Act to provide additional beneficiary protections. S.190: A bill to provide a technical correction to the Pension Protection Act of 2006. S.191: A bill to provide relief for all air carriers with pension plans that are not frozen pension plans. S.355: A bill to establish a National Commission on Entitlement Solvency. S.1010: A bill to amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments from annuities and similar payments of life insurance proceeds at dates later than death by excluding from income a portion of such payments. S.1141: A bill to amend the Internal Revenue Code of 1986 to allow employees not covered by qualified retirement plans to save for retirement through automatic payroll deposit IRAs, to facilitate similar saving by the self-employed, and for other purposes. S.1254: A bill to amend title II of the Social Security Act to provide that the reductions in social security benefits which are required in the case of spouses and surviving spouses who are also receiving certain government pensions shall be equal to the amount by which two-thirds of the total amount of the combined monthly benefit (before reduction) and monthly pension exceeds $1,200, adjusted for inflation. S.1270: A bill to amend title IV of the Employee Retirement Income Security Act of 1974 to require the Pension Benefit Guaranty Corporation, in the case of airline pilots who are required by regulation to retire at age 60, to compute the actuarial value of monthly benefits in the form of a life annuity commencing at age 60. S.1288: A bill to amend the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974 to increase the retirement security of women and small business owners, and for other purposes. S.1533: A bill to amend the Internal Revenue Code of 1986 to allow certain coins to be acquired by individual retirement accounts and other individually directed pension plan accounts, and for other purposes. S.1636: A bill to amend the Internal Revenue Code of 1986 to permanently allow penalty-free withdrawals from retirement plans for individuals called to active duty for at least 179 days. S. 1725: to amend the Employee Retirement Income Security Act of 1974, the Internal Revenue Code of 1986, and title 5, U.S. Code, to improve the protection of pension benefits, and for other purposes. S. 1809: to amend the Internal Revenue Code of 1986 to provide that distributions from an individual retirement plan, a section 401(k) plan, a section 403(b) contract, or a section 457 plan shall not be includible in gross income to the extent used to pay long-term care insurance premiums. S.1843: A bill to amend title VII of the Civil Rights Act of 1964 and the Age Discrimination in Employment Act of 1967 to clarify that an unlawful practice occurs each time compensation is paid pursuant to a discriminatory compensation decision or other practice, and for other purposes. S.1947: A bill to amend title XI of the Social Security Act to improve the quality improvement organization (QIO) program. S. 1974: A bill to make technical corrections related to the Pension Protection Act of 2006. S. 2184: To amend the Internal Revenue Code of 1986 to permanently allow penalty-free withdrawals from retirement plans for individuals called to active duty for at least 179 days. S. 2201: to provide for the penalty-free use of retirement funds for mortgage delinquency relief. S. 2473: to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and for other purposes. S.2501: A bill to amend the Social Security Act to protect Social Security cost-of-living adjustments (COLA). S. 2505: to allow employees of a commercial passenger airline carrier who receive payments in a bankruptcy proceeding to roll over such payments into an individual retirement plan, and for other purposes. S.2570: To amend title II of the Social Security Act to authorize waivers by the Commissioner of Social Security of the 5-month waiting period for entitlement to benefits based on disability in cases in which the Commissioner determines that such waiting period would cause undue hardship to terminally ill beneficiaries. S. 2765: To strengthen and permanently preserve Social Security. S.2794: A bill to protect older Americans from misleading and fraudulent marketing practices, with the goal of increasing retirement security. S.3219: A bill to enhance penalties for violations of securities protections that involve targeting seniors. S.3278: A bill to amend the Internal Revenue Code of 1986 to provide that no loan may be made from a qualified employer plan using a credit card or other intermediary and to limit the number of loans that may be made from a qualified employer plan to a participant or beneficiary. S.Res.601: To designate Oct. 19-25, 2008, as ''National Save for Retirement Week.''

Proposals related to cash balance and other hybrid pension plans, including application of the backloading rules and other issues. Proposals making technical corrections to The Pension Protection Act of 2006, including H.R. 3361, H.R. 6382 and S. 1974, Pension Protection Technical Corrections Act. Proposals for comprehensive pension and retirement savings legislation. Proposals related to qualified supplemental executive retirement plans.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S. 1288, Women's Retirement Security Act. Proposals making technical corrections to The Pension Protection Act of 2006, including H.R. 3361, H.R. 6382, and S. 1974, The Pension Protection Technical Corrections Act. Proposals related to annuitization, including H.R. 4150, Lifetime Pension Annuity for You Act. Proposals related to reform of the minimum required distribution rules. Proposals related to defined contribution plan fees and fee disclosure practices, including H.R. 3765, The Defined Contribution Fee Transparencies Act, H.R. 3185, 401(k) Fair Disclosure for Retirement Security, and S. 2473, Defined Contribution Fee Disclosure Act. Proposals related to mandatory universal savings accounts. Proposals related to retirement plan leakage.

Client expense: Not reported · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S.1288, Women's Retirement Security Act. Proposals making technical corrections to The Pension Protection Act of 2006, including H.R. 3361, H.R. 6382, and S. 1974, Pension Protection Technical Corrections Act. Proposals related to The Pension Protection Act's qualified optional survivor annuity provision. Proposals related to defined contribution plan fees and fee disclosure practices, including H.R. 3765, The Defined Contribution Fee Transparency Act, H.R. 3185, 401(k) Fair Disclosure for Retirement Security Act, and S. 2473, Defined Contribution Fee Disclosure Act. Proposals related to reform of the minimum required distribution rules. Proposals related to retirement plan leakage. Proposals related to commodities speculation as they affect retirement plans, including H.R. 6604, Commodity Markets Transparency and Accountability Act, S. 3248, Commodity Speculation Reform Act, and S. 3268, Stop Excessive Energy Speculation Act. Proposals for comprehensive pension and retirement savings legislation.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Proposals making technical corrections to The Pension Protection Act of 2006, including H.R. 3361, H.R. 6382, and S. 1974, Pension Protection Technicals Corrections Act. Proposals related to hybrid pension plan guidance, including application of the backloading rules. Proposals related to defined contribution plan fees and fee disclosure practices, including H.R. 3765, The Defined Contribution Fee Transparence Act, H.R. 3185, 401(k) Fair Disclosure for Retirement Security Act, and S. 2473, Defined Contribution Fee Disclosure Act. Proposals related to mandatory universal savings accounts. Proposals related to 457 state and local government retirement plans. Proposals related to asset averaging/smoothing rules of The Pension Protection Act of 2006. S. 1288, Women's Retirement Security Act. Proposals related to older workers' incentives. H.R. 7060, Renewable Energy and Job Creation Act. Proposals for comprehensive pension and retirement savings legislation.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S. 1288, Women's Retirement Security Act. H.R. 2167/S.1141, Automatic IRA Act of 2007. Proposals related to defined contribution plan fees and fee disclosure practices, including H.R. 3185, 401(k) Fair Disclosure for Retirement Security Act, Representative Andrews amendment to H.R. 3185 (4/15/08), H.R. 3765, The Defined Contribution Fee Transparency Act, and S. 2473, Defined Contribution Fee Disclosure Act. Proposals making technical corrections to The Pension Protection Act of 2006, including H.R. 3361, H.R. 6382, and S. 1974, Pension Protection Technical Corrections Act, and H.R. 6143, Pension Protection Act ERISA Amendments. H.R. 3868, a bill to delay the Pension Protection Act defined benefit funding rules for one year. Proposals related to retirement plan leakage, including S. 3278/H.R. 6708, legislation restricting qualified plan loans. Proposals for comprehensive pension and retirement savings legislation.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Proposals related to the tax treatment of domestic partner health benefits including, H.R. 1820, Tax Equity for Health Plan Beneficiaries Act and S. 1556, Tax Equity for Domestic Partners and Health Plan Beneficiaries Act. Proposals making technical corrections to The Pension Protection Act of 2006, including H.R. 3361, H.R. 6382 and S. 1974, Pension Protection Technical Corrections Act. Proposals related to minimum required distributions and non-spousal rollovers. H.R. 6049, Energy and Tax Extenders Act.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S. 1010/H.R. 2205, Retirement Security for Life Act. S. 1288, Women's Retirement Security Act. Proposals making technical corrections to The Pension Protection Act of 2006, including H.R. 3361, H.R. 6382, and S. 1974, Pension Protection Technical Corrections Act. Proposals related to annuitization, including H.R. 4150, Lifetime Pension Annuity for You Act. Proposals related to defined contribution plan fees and fee disclosure practices, including H.R. 3765, The Defined Contribution Fee Transparency Act, H.R. 3185, 401(k) Fair Disclosure for Retirement Security Act, and S. 2473, Defined Contribution Fee Disclosure Act. Proposals for comprehensive pension and retirement savings legislation.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Proposals related to long-term care insurance, including S. 897, Alzheimer's Family Assistance Act. Technical corrections to The Pension Protection Act of 2006, including H.R. 3361, H.R. 6382, and S. 1974, Pension Protection Technical Corrections Act. S. 1141/H.R. 2167, Automatic IRA Act. H.R. 3363/S. 2337, Long-term Care Affordability and Security Act, H.R. 6143, Pension Protection Act ERISA Amendments. H.R. 3997, Emergency Economic Stabilization Act; H.R. 5160, Small Business Add Value for Employees Act.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Proposals affecting retirement, health and other Employee Benefit plans, including making technical corrections to The Pension Protection Act of 2006 including H.R. 3361, H.R. 6382, and S. 1974, Pension Protection Technical Corrections Act. H.R. 6143, Pension Protection Act ERISA Amendments.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Proposals related to hybrid plans. Proposals making technical corrections to the Pension Protection Act of 2006, including H.R. 3361/S. 1974, H.R. 6382, Pension Protection Technical Corrections Act and H.R. 6143, Pension Protection Act ERISA Amendments, H.R. 3997, Emergency Economic Stabilization Act. H.R. 6143, Pension Protection Act ERISA Amendments, S. 1141/H.R. 2167, Automatic IRA Act. Defined benefit plans and implications of current market decline.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Proposals related to retirement, health insurance, long-term care insurance and health savings accounts, including, S. 897, Alzheimer's Family Assistance Act and S. 504, Long-Term Care Trust Account Act; H.R. 3363/S. 2337, Long-Term Care Affordability and Security Act; Technical Corrections to The Pension Protection Act of 2006, including H.R. 7242, H.R. 3361, H.R. 6382, and S. 1974, Pension Protection Technical Corrections Act. H.R. 6143, Pension Protection Act ERISA Amendments, H.R. 5719, Taxpayer Assistance and Simplification Act.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Proposals making technical corrections to the Pension Protection Act of 2006, including H.R. 3361, H.R. 6382, and S. 1974, Pension Protection Technical Corrections Act. Proposals related to the Saver's Credit. Proposals related to defined contribution plan fees and fee disclosure practices, including H.R. 3765, the Defined Contribution Fee Transparency Act, H.R. 3185, 401(k) Fair Disclosure for Retirement Security Act, and S. 2473, Defined Contribution Fee Disclosure Act. S. 1288, Women's Retirement Security Act. Proposals relating to small business pension coverage. Proposals related to mandatory universal savings accounts. Proposals related to investment education. Proposals for comprehensive pension and retirement savings legislation.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Proposal related to hybrid plans, including administrative guidance related to such plans. Proposals making technical corrections to the Pension Protection Act of 2006, including H.R. 3361, H.R. 6382, and S. 1974, Pension Protection Technical Corrections Act and H.R. 6143, Pension Protection Act ERISA Amendments. Proposals related to the exchange of long-term care insurance contracts. Proposals related to annuitization including S. 1010/H.R. 2005, Retirement Security for Life Act, H.R. 4150, Lifetime Pension Annuity for You Act. Proposals related to the tax treatment of long-term care insurance. Proposals related to longevity insurance, including S. 1288, Women's Retirement Security Act and H.R. 4150, Lifetime Pension Annuity for You Act. Proposals related to qualified default investment alternatives. 401(k) long-term care proposal. Section 12512 of H.R. 2419, Farm Bill Extension Act.

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

Proposals related to hybrid plans, including administrative guidance related to such plans. Proposals making technical corrections to the Pension Protection Act of 2006, including H.R. 3361, H.R. 6382, and S.1974, Pension Protection Technical Corrections Act and H.R. 6143, Pension Protection Act ERISA Amendments. Proposals related to the exchange of long-term care insurance contracts. 401(k) long-term care proposal. Section 12512 of H.R. 2419, Farm Bill Extension Act. Proposals related to annuitization, including S.1010/H.R. 2205, Retirement Security of Life Act and H.R. 4150, Lifetime Pension Annuity for You Act. Proposals related to the tax treatment of long-term care insurance. Proposals related to longevity insurance, including S. 1288, Women's Retirement Security Act and H.R. 4150 Lifetime Pension Annuity for You Act. Proposals related to qualified investment alternatives.

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

H.R.69: To amend title II of the Social Security Act to eliminate the 5-month waiting period for entitlement to disability benefits and to eliminate reconsideration as an intervening step between initial benefit entitlement decisions and subsequent hearings on the record on such decisions. H.R.82: To amend title II of the Social Security Act to repeal the Government pension offset and windfall elimination provisions. H.R.93: To amend the Congressional Budget Act of 1974 to protect Social Security beneficiaries against any reduction in benefits. H.R.149: To amend title II of the Social Security Act to remove the limitation upon the amount of outside income which an individual may earn while receiving benefits under such title, and for other purposes. H.R.191: To amend the Internal Revenue Code of 1986 to repeal the inclusion in gross income of Social Security benefits. H.R.192: To amend the Internal Revenue Code of 1986 to repeal the 1993 increase in taxes on Social Security benefits. H.R.279: To amend title II of the Social Security Act to provide for Congressional oversight and approval of totalization agreements. H.R.288: To amend title II of the Social Security Act to provide for an improved benefit computation formula for workers affected by the changes in benefit computation rules enacted in the Social Security Amendments of 1977 who attain age 65 during the 10-year period after 1981 and before 1992 (and related beneficiaries) and to provide prospectively for increases in their benefits accordingly. H.R.340: To amend title II of the Social Security Act to allow remarried widows, widowers, and surviving divorced spouses to become or remain entitled to widow's or widower's insurance benefits if the prior marriage was for at least 10 years. H.R.341: To amend title II of the Social Security Act to provide for payment of lump-sum death payments upon the death of a spouse. H.R.368: To amend title II of the Social Security Act to allow workers who attain age 65 after 1981 and before 1992 to choose either lump sum payments over four years totalling $5,000 or an improved benefit computation formula under a new 10-year rule governing the transition to the changes in benefit computation rules enacted in the Social Security Amendments of 1977, and for other purposes. H.R.581: To amend title II of the Social Security Act to establish a Social Security Surplus Protection Account in the Federal Old-Age and Survivors Insurance Trust Fund to hold the Social Security surplus, to provide for suspension of investment of amounts held in the Account until enactment of legislation providing for investment of the Trust Fund in investment vehicles other than obligations of the United States, and to establish a Social Security Investment Commission to make recommendations for alternative forms of investment of the Social Security surplus in the Trust Fund. H.R.709: To amend title II of the Social Security Act to restrict totalization agreements between the United States and other countries to providing for appropriate exchange of Social Security taxes or contributions between the parties to such agreements, and to prohibit crediting of individuals under such title with earnings from employment or self-employment in the United States performed while such individuals are not citizens, nationals, or lawful permanent residents of the United States and are not authorized by law to be employed in the United States. H.R.726: To amend title II of the Social Security Act to restrict the application of the windfall elimination provision to individuals whose combined monthly income from benefits under such title and other monthly periodic payments exceeds a minimum COLA-adjusted amount of $2,500 and to provide for a graduated implementation of such provision on amounts above such minimum amount. H.R.732: To amend title II of the Social Security Act to reduce from 10 to 5 the number of years of marriage prior to divorce required for a divorced spouse to be eligible for benefits under such title. H.R.1090: To amend the Social Security Act and the Internal Revenue Code of 1986 to preserve and strengthen the Social Security Program through the creation of personal Social Security guarantee accounts ensuring full benefits for all workers and their families, restoring long-term Social Security solvency, to make certain benefit improvements, and for other purposes. H.R.1158: To amend title II of the Social Security Act to eliminate the two-year waiting period for divorced spouse's benefits following the divorce. H.R.1160: To amend title II of the Social Security Act to provide for increases in widow's and widower's insurance benefits by reason of delayed retirement. H.R.1161: To amend title II of the Social Security Act to credit prospectively individuals serving as caregivers of dependent relatives with deemed wages for up to five years of such service. H.R.1322: To amend title I of the Employee Retirement Income Security Act of 1974 to provide emergency protection for retiree health benefits. H.R.1349: To amend the Internal Revenue Code of 1986 to repeal the 1993 increase in income taxes on Social Security benefits. H.R.1380: To amend title II of the Social Security Act to provide that a monthly insurance benefit thereunder shall be paid for the month in which the recipient dies, subject to a reduction of 50 percent if the recipient dies during the first 15 days of such month, and for other purposes. H.R.2032: To require the establishment of a Consumer Price Index for Elderly Consumers to compute cost-of-living increases for Social Security and Medicare benefits under titles II and XVIII of the Social Security Act. H.R.2103: To amend title IV of the Employee Retirement Income Security Act of 1974 to require the Pension Benefit Guaranty Corporation, in the case of airline pilots who are required by regulation to retire at age 60, to compute the actuarial value of monthly benefits in the form of a life annuity commencing at age 60. H.R.2167: To amend the Internal Revenue Code of 1986 to allow employees not covered by qualified retirement plans to save for retirement through automatic payroll deposit IRAs, to facilitate similar saving by the self-employed, and for other purposes. H.R.2355: To amend the Internal Revenue Code of 1986 to extend the authority for penalty-free withdrawals from retirement plans by military reservists or national guardsmen called to active duty for extended periods. H.R. 2461: to amend the Internal Revenue Code of 1986 to permit distributions from individual retirement plans to be contributed to 529 plans without including the distribution in gross income. H.R.2591:To amend part B of title XVIII of the Social Security Act to limit the penalty for late enrollment under part B of the Medicare Program to 10 percent and twice the period of no enrollment, and to exclude periods of COBRA and retiree coverage from such late enrollment penalty. H.R. 2657: To amend the Employee Retirement Income Security Act of 1974 to ensure that employees are not improperly disqualified from benefits under pension plans and welfare plans based on the misclassification or reclassification of their status. H.R.2683: To amend title I of the Employee Retirement Income Security Act of 1974 to require in the annual report of each defined benefit pension plan disclosure of plan investments in hedge funds. H.R.2831: To amend title VII of the Civil Rights Act of 1964, the Age Discrimination in Employment Act of 1967, the Americans With Disabilities Act of 1990, and the Rehabilitation Act of 1973 to clarify that a discriminatory compensation decision or other practice that is unlawful under such Acts occurs each time compensation is paid pursuant to the discriminatory compensation decision or other practice, and for other purposes. H.R. 3088: to amend the Internal Revenue Code of 1986 to provide that distributions from an individual retirement plan, a section 401(k) plan, a section 403(b) contract, or a section 457 plan shall not be includible in gross income to the extent used to pay long-term care insurance premiums. HR. 3185: To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to establish in the Department of Labor an Advisory Council on Improving Employer-Employee Retirement Practices. H.R. 3361: A bill to make technical corrections related to the Pension Protection Act of 2006. H.R. 3765: To amend the Internal Revenue Code of 1986 to provide transparency with respect to fees and expenses charged to participant-directed defined contribution plans. H.R. 3868: to provide an orderly transition to new requirements, and for other purposes. H.R. 4061: To allow employees of a commercial passenger airline carrier who receive payments in a bankruptcy proceeding to roll over such payments into an individual retirement plan, and for other purposes. H.R. 4150: To amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments by excluding from income a portion of such payments. H.R. 4807: To amend the Social Security Act to protect Social Security cost-of-living adjustments (COLA) H.R.5160: To amend the Internal Revenue Code of 1986 to encourage retirement savings by modifying requirements with respect to employer-established IRAs, and for other purposes. H.R.6382 To make technical corrections related to the Pension Protection Act of 2006, and for other purposes. S.43: A bill to amend title II of the Social Security Act to preserve and protect Social Security benefits of American workers and to help ensure greater congressional oversight of the Social Security system by requiring that both Houses of Congress approve a totalization agreement before the agreement, giving foreign workers Social Security benefits, can go into effect. S.137: A bill to amend title XVIII of the Social Security Act to provide additional beneficiary protections. S.190: A bill to provide a technical correction to the Pension Protection Act of 2006. S.191: A bill to provide relief for all air carriers with pension plans that are not frozen pension plans. S.355: A bill to establish a National Commission on Entitlement Solvency. S.1010: A bill to amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments from annuities and similar payments of life insurance proceeds at dates later than death by excluding from income a portion of such payments. S.1141: A bill to amend the Internal Revenue Code of 1986 to allow employees not covered by qualified retirement plans to save for retirement through automatic payroll deposit IRAs, to facilitate similar saving by the self-employed, and for other purposes. S.1254: A bill to amend title II of the Social Security Act to provide that the reductions in social security benefits which are required in the case of spouses and surviving spouses who are also receiving certain government pensions shall be equal to the amount by which two-thirds of the total amount of the combined monthly benefit (before reduction) and monthly pension exceeds $1,200, adjusted for inflation. S.1270: A bill to amend title IV of the Employee Retirement Income Security Act of 1974 to require the Pension Benefit Guaranty Corporation, in the case of airline pilots who are required by regulation to retire at age 60, to compute the actuarial value of monthly benefits in the form of a life annuity commencing at age 60. S.1288: A bill to amend the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974 to increase the retirement security of women and small business owners, and for other purposes. S.1533: A bill to amend the Internal Revenue Code of 1986 to allow certain coins to be acquired by individual retirement accounts and other individually directed pension plan accounts, and for other purposes. S.1636: A bill to amend the Internal Revenue Code of 1986 to permanently allow penalty-free withdrawals from retirement plans for individuals called to active duty for at least 179 days. S. 1725: to amend the Employee Retirement Income Security Act of 1974, the Internal Revenue Code of 1986, and title 5, U.S. Code, to improve the protection of pension benefits, and for other purposes. S. 1809: to amend the Internal Revenue Code of 1986 to provide that distributions from an individual retirement plan, a section 401(k) plan, a section 403(b) contract, or a section 457 plan shall not be includible in gross income to the extent used to pay long-term care insurance premiums. S.1843: A bill to amend title VII of the Civil Rights Act of 1964 and the Age Discrimination in Employment Act of 1967 to clarify that an unlawful practice occurs each time compensation is paid pursuant to a discriminatory compensation decision or other practice, and for other purposes. S.1947: A bill to amend title XI of the Social Security Act to improve the quality improvement organization (QIO) program. S. 1974: A bill to make technical corrections related to the Pension Protection Act of 2006. S. 2184: To amend the Internal Revenue Code of 1986 to permanently allow penalty-free withdrawals from retirement plans for individuals called to active duty for at least 179 days. S. 2201: to provide for the penalty-free use of retirement funds for mortgage delinquency relief. S. 2473: to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and for other purposes. S.2501: A bill to amend the Social Security Act to protect Social Security cost-of-living adjustments (COLA). S. 2505: to allow employees of a commercial passenger airline carrier who receive payments in a bankruptcy proceeding to roll over such payments into an individual retirement plan, and for other purposes. S.2570: To amend title II of the Social Security Act to authorize waivers by the Commissioner of Social Security of the 5-month waiting period for entitlement to benefits based on disability in cases in which the Commissioner determines that such waiting period would cause undue hardship to terminally ill beneficiaries. S. 2765: To strengthen and permanently preserve Social Security. S.2794: A bill to protect older Americans from misleading and fraudulent marketing practices, with the goal of increasing retirement security. S.3219: A bill to enhance penalties for violations of securities protections that involve targeting seniors. S.Res.601: To designate Oct. 19-25, 2008, as ''National Save for Retirement Week.''

S. 1010/H.R. 2205, Retirement Security for Life Act, S. 1288, Women's Retirement Security Act, Proposals making technical corrections to the Pension Protection Act of 2006, including H.R. 3361, H.R. 6382, and S. 1974, Pension Protection Technical Correction Act and H.R. 6143,Person Protection Act ERISA Amendment.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Proposals related to long-term care insurance, including S. 897, Alzheimer's Family Assistance Act. Technical corrections to The Pension Protection Act of 2006, including H.R. 3361, H.R. 6382, and S. 1974, Pension Protection Technical Corrections Act. S. 1141/H.R. 2167, Automatic IRA Act. H.R. 3363/S. 2337, Long-term Care Affordability and Security Act, H.R. 6143, Pension Protection Act ERISA Amendments.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Proposals related to pension funding issues. Normal retirement age proposals. Proposals making technical corrections to the Pension Protection Act of 2006, including H.R. 3361, H.R. 6382, and S.1974, Pension Protection Technical Corrections Act and H.R. 6143, Pension Protection Act ERISA Amendments. Proposals related to older workers' incentives. S. 2933, Incentives for Older Workers Act.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Proposals related to hybrid plans, including administrative guidance related to such plans. Proposals making technical corrections to the Pension Protection Act of 2006, including H.R. 3361, H.R. 6382, and S.1974, Pension Protection Technical Corrections Act and H.R. 6143, Pension Protection Act ERISA Amendments. Proposals related to the exchange of long-term care insurance contracts. 401(k) long-term care proposal. Section 12512 of H.R. 2419, Farm Bill Extension Act. Proposals related to annuitization, including S.1010/H.R. 2205, Retirement Security of Life Act and H.R. 4150, Lifetime Pension Annuity for You Act. Proposals related to the tax treatment of long-term care insurance. Proposals related to longevity insurance, including S. 1288, Women's Retirement Security Act and H.R. 4150 Lifetime Pension Annuity for You Act. Proposals related to qualified investment alternatives.

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

Proposal related to hybrid plans, including administrative guidance related to such plans. Proposals making technical corrections to the Pension Protection Act of 2006, including H.R. 3361, H.R. 6382, and S. 1974, Pension Protection Technical Corrections Act and H.R. 6143, Pension Protection Act ERISA Amendments. Proposals related to the exchange of long-term care insurance contracts. Proposals related to annuitization including S. 1010/H.R. 2005, Retirement Security for Life Act, H.R. 4150, Lifetime Pension Annuity for You Act. Proposals related to the tax treatment of long-term care insurance. Proposals related to longevity insurance, including S. 1288, Women's Retirement Security Act and H.R. 4150, Lifetime Pension Annuity for You Act. Proposals related to qualified default investment alternatives. 401(k) long-term care proposal. Section 12512 of H.R. 2419, Farm Bill Extension Act.

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

Proposals making technical corrections to The Pension Protection Act of 2006 including H.R. 3361, H.R. 6382, and S. 1974, Pension Protection Technical Corrections Act. 349, Small Business Work Opportunity Act.

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