Lifetime Savings Account Act of 2005

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

H.R. 4, Pension Protection Act of 2006 (P.L. No. 109-280) H.R. 819, The Retirement Security for Life Act H.R. 1161, A bill to amend the Internal Revenue Code to provide for employee retirmenet savings accounts and other purposes H.R. 1162, Retirement Savings Account Act H.R. 1163, Lifetime Savings Account Act of 2005 H.R. 1508, Automatic Enrollment Act of 2005 H.R. 1960, Pension Preservation and Savings Expansion Act of 2005 H.R. 1961, Pension Preservation and Savings Expansion Act of 2005 H.R. 2386, College 529 Invest in Education Savings for Tomorrow Act of 2005 H.R. 2830, Pension Protection Act of 2005 H.R. 2831, Pension Preservation and Portability Act of 2005 H.R. 2951, Lifetime Pension Annuity for You Act of 2005 H.R. 3912, The flexible Retirement Security for Life Act H.R. 4241, House Budget Reconciliation Bill (Long Term Care, PBGC Fixed Premium) H.R. 6210, Automatic IRA Act of 2006 S. 219, National Employee Savings and Trust Equity Guarantee Act of 2005 (NESTEG), and all provisions relating to S.1953, "Defined Benefit Plan Funding Reforms" S. 381, The Retirement Security for Life Act S. 545, Lifetime Savings Account Act of 2005 S. 546, Retirement Savings Account Act S. 547, A bill to amend the Internal Revenue Code of 1986 to provide for employer retirement savings accounts and other purposes S. 875, Save More for Retirement Act of 2005 S. 1112, College 529 Investment Act of 2005 S. 1304, Pension Benefits Protection Act S. 1359, Retirement Savings and Security Act of 2005 S. 1783, The Pension Security and Transparency Act of 2005 S. 1819, 401(k) Enhancement Act: Encouraging Retirement Savings S. 1932, Senate Budget Reconciliation Bill (Long Term Care, PBGC Fixed Premium) became P.L. No.109-171 on 2/8/2006 S. 2431, Savings Competitiveness Act of 2006 S. 3951, Women's Retirement Security Act of 2006 S. 3952, Automatic IRA Act of 2006 Technical corrections to the Pension Protection Act of 2006 - No bill number DOL proposed regulation on Default Investment alternatives: 71 F.R. 56806 (9/27/06) DOL Form LM-10 DOL request for information on PPA Investment Advice: 71 F.R. 70427 (12/4/06) Proposed guidance DOL is developing under ERISA Section 408(b)(2) related to disclosure of 401(k) services and related fees IRS Proposed Roth 401(k), 403 (b) Regulations 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

* H.R. 5417 by SENSENBRENNER (R-WI) – to amend the Clayton Act with respect to competitive and nondiscriminatory access to the Internet. H.R. 5502 by McMORRIS (R-WA) – to improve the academic competitiveness of students in the United States. H.R. 5582 by LANTOS (D-CA) – to require Federal agencies, and persons engaged in interstate commerce, in possession of data containing personal information, to disclose any unauthorized acquisition of such information. H.R. 5603 by KELLER (R-FL) – to temporarily extend the programs under the Higher Education Act of 1965, and for other purposes. H.R. 5672 by WOLF (R-VA) – making appropriations for Science, State, Justice and Commerce for the fiscal year ending September 30, 2007. H.R. 5647 by REGULA (R-OH) – making appropriations for the Departments of Labor, Health and Human Services, and Education, and related agencies for the fiscal year ending September 30, 2007, and for other purposes. H.R. 5733 by JOHNSON (D-TX) – to ensure Pell Grant eligibility for any student whose parent or guardian died as a result of performing military service in Iraq or Afghanistan after September 11, 2001. H.R. 6008 by MCCOLLUM (D-MN) – to reduce and prevent the sale and use of fraudulent degrees in order to protect the integrity of valid higher education degrees that are used for federal purposes. HR. 6008 by MCCOLLUM (D-MN)-reduce & prevent the sale & use of fradulent degrees in order to protect the integrity of valid higher education degrees that are used for federal purposes. H.R. 6031 by MCCARTHY (D-NY) – to provide student loan forgiveness to the survivors of victims of the terrorist attack on September 11, 2001. H.R. 6084 by PETRI (R-WI) – to allow for the consolidation of federal student loans into a single direct income-contingent loan repayment program. H.R. 6221 by SHAYS (R-CT) – to establish the United States Public Service Academy. H.R. 6408 by THOMAS (R-CA)-Tax Relief and Health Care Act of 2006. H. Con. Res. 36 by ROGERS (R-AL) – expressing the continued support of Congress for equal access of military recruiters to institutions of higher education. (Passed House) H. Con. Res. 376 by NUSSLE (R-IA) – concurrent resolution on the budget for FY07. H. Res. 145 by OSBORNE (R-NE) – expressing the sense of the House of Representatives that the National Collegiate Athletic Association (NCAA) should affirm its commitment to a policy of discouraging alcohol use among underage students by ending all alcohol advertising during radio and television broadcasts of collegiate sporting events. H.R. 5358 by SCHWARZ (R-MI) – to authorize programs relating to science, mathematics, engineering, and technology education at the National Science Foundation and the Department of Energy Office of Science, and for other purposes. H.R. 4795 by MILLENDER-MCDONALD (D-CA) – to amend the Higher Education Act of 1965 to require accrediting agencies and associations to comply with due process throughout the accreditation process, and for other purposes. H.R. 4845 by GOODLATTE (R-VA) – to better prepare and develop the United States workforce for the global economy, and remove barriers that stifle innovation. H.R. 4911 by McKEON (R-CA) – to temporarily extend the programs under the Higher Education Act of 1965, and for other purposes. H.R. 5117 by PRYCE (R-OH) – to exempt persons with disabilities from the prohibition against providing section 8 rental assistance to college students. H.R. 5131 by DIAZ-BALART (R-FL) – to amend the Illegal Immigration Reform and Immigrant Responsibility Act of 1996 to permit States to determine State residency for higher education purposes and to authorize the cancellation of removal and adjustment of status of certain alien students who are long-term United States residents and who entered the United States as children, and for other purposes. H.R. 5139 by HOLT (D-NJ) – to direct the Secretary of Education to establish and maintain a public website through which individuals may find a complete database of available scholarships, fellowships, and other programs of financial assistance in the study of science, technology, engineering, and mathematics. H.R. 5142 by HOLT (D-NJ) – to provide for the establishment of a program at the National Science Foundation to increase the population of science, technology, engineering, and mathematics undergraduate students through a scholarship program to increase the business, industrial, academic, and scientific workforce, and for other purposes. H.R. 5150 by MILLER (D-CA) – to amend the Higher Education Act of 1965 to reduce interest rates for student and parent borrowers. H.R. 5174 by DAVIS (D-CA) – to amend the Higher Education Act of 1965 to prevent veterans' contributions to education benefits from reducing Federal student financial assistance. H.R. 5326 by EMERSON (R-MO) – to amend title 10, United States Code, to increase the amount of educational assistance available to members of the reserve components called or ordered to active service for more than nine consecutive months or more than 18 total months during any 24-month period. H.R. 5356 by McCAUL (R-TX) – to authorize the National Science Foundation and the Department of Energy Office of Science to provide grants to early career researchers to establish innovative research programs and integrate education and research, and for other purposes. H.R. 5357 BY McCAUL (R-TX) – to authorize the National Science Foundation and the research, development, demonstration, and commercial application programs of the Department of Energy to provide grants to early career researchers to conduct high-risk, high-return research in areas relevant to industry. H.R. 4074 by MCCARTHY (D-NY) – to provide student loan forgiveness to the surviving spouses and parents of victims who were Hurricane Katrina or Hurricane Rita first responders. H.R. 4097 by BOEHNER (R-OH) – to direct the Secretary of Education to establish a Family Education Reimbursement Account Program to assist hurricane displaced students during the 2005-2006 school year, and for other purposes. H.R. 4169 by SCOTT (D-VA) – to suspend temporarily the application of laws which would deny certain federal benefits, entitlements, grants, and licenses to victims of Hurricane Katrina or Hurricane Rita due to convictions for certain drug crimes. H.R. 4196 by BAIRD (D-WA) – to establish a National Foreign Language Coordination Council. H.R. 4213 by SCOTT (D-VA) – to suspend temporarily the application of laws which would deny certain federal benefits, entitlements, and grants to victims of Hurricane Katrina or Hurricane Rita due to convictions for certain drug crimes. H.R. 4297 by THOMAS (R-CA) – Tax Relief Extension Reconciliation Act of 2005. H.R. 4459 by FORD (D-TN) – to provide tuition assistance to undergraduate students in exchange for the performance of national service. H.R. 4460 by FOSELLA (R-NY) – to establish a demonstration incentive program within the Department of Education to promote installation of fire alarm detection systems, or other fire prevention technologies, in qualified student housing, dormitories, and other university buildings, and for other purposes. H.R. 4490 by JINDAL (R-LA) – to provide higher education relief to individuals and institutions affected by Hurricanes Katrina and Rita, and for other purposes. H.R. 4522 by STUPAK (D-MI) – to amend the Higher Education Act of 1965 to provide for student loan forgiveness to encourage individuals to become and remain school administrators in low income areas. H.R. 4525 by BOEHNER (R-OH) – to temporarily extend the programs under the Higher Education Act of 1965, and for other purposes. H.R. 4628 by HOLDEN (D-PA) – to amend the Higher Education Act of 1965 to impose a fee on holdings of student loans. H.R. 4629 by HOLT (D-NJ) – to amend the David L. Boren National Security Education Act of 1991 to create a critical foreign language program. H.R. 4517 by MEEKS (D-FL) – to amend the Robert T. Stafford Disaster Relief and Emergency Assistance Act to restore federal aid for repair, restoration and replacement of private nonprofit educational facilities that are damaged or destroyed by a major disaster. H.R. 4705 by SAXTON (R-NJ) – to establish the Math and Science Teaching Corps. H.R. 4734 by REYES (D-TX) – to establish a comprehensive education program to bolster the economic competitiveness and national security of the United States by promoting science, technology, engineering, and math education, careers, and capacity, as well as foreign language acquisition. H.R. 3331 by MILLER (D-NC) – to provide funding to enable institutions of higher education to establish a grant program to bridge the gap between laboratory discovery and commercially viable research. H.R. 3551 by FATTAH (D-PA) – to amend the Higher Education Act of 1965 by strengthening and expanding the Gaining Early Awareness and Readiness for Undergraduate Programs (GEAR UP) in order to facilitate the transition of low-income high school students into post- secondary education. H.R. 3585 by PORTER (R-NV) – tax free contributions to education savings accounts. H.R. 3634 by LOFGREN (D-CA) – to establish, not less than 1 but no more than 3, National Transportation Security Research Centers at institutions of higher education. H.R. 3668 by JINDAL (R-LA) – to provide the Secretary of Education with waiver authority for students who are eligible for federal student grant assistance who are adversely affected by a major disaster. H.R. 3690 by MILLER (D-CA) – to provide relief to students, schools, and student borrowers affected by natural disaster. H.R. 3784 by BOEHNER (R-OH) – to temporarily extend the programs under the Higher Education Act of 1965, and for other purposes. H.R. 3788 by COLE (R-OK) – to permit the Secretary of Education to waive the consecutive service requirements of the loan forgiveness program for teachers whose employment is interrupted by the major disaster caused by Hurricane Katrina. H.R. 3807 by MCCARTHY (D-NY) – to provide student loan forgiveness to the surviving spouses and parents of the victims of Hurricane Katrina. H.R. 3837 by HOUGHTON (R-NY) – legislation limiting the deduction for charitable contribution of patents. H.R. 3863 by JINDAL (R-LA) – to provide the Secretary of Education with waiver authority for the reallocation rules in the Campus-Based Aid programs, and to extend the deadline by which funds have to be reallocated to institutions of higher education due to a natural disaster. H.R. 3884 by MILLENDER-MCDONALD (D-CA) – to provide incentives for highly qualified teachers and administrators to remain in and relocate to areas affected by major disasters. H.R. 3958 by MELANCON (D-LA) – to provide disaster relief and incentives for economic recovery for Louisiana residents and businesses affected by Hurricane Katrina. H.R. 3975 by JINDAL (R-LA) – to ease the provision of services to individuals affected by Hurricanes Katrina and Rita, and for other purposes. H.R. 4016 by MILLER (D-CA) – to provide assistance to revitalize institutions of higher education affected by the Gulf hurricane disasters. H.R. 4059 by SMITH (R-NJ) – to amend the Individuals with Disabilities Education Act to enhance educational services for persons with autism spectrum disorders, to expand loan forgiveness for teachers of autistic children, and for other purposes. H.R. 2325 by KIND (D-WI) – to direct the National Science Foundation to establish a competitive grant program for institutions of higher education to enhance education and job training opportunities in mathematics, science, engineering, and technology. H.R. 2508 by MILLER (D-CA) – to amend the Higher Education Act of 1965 to improve the ability of foster care youths to attend and succeed in higher education. H.R. 2519 by ANDREWS (D-NJ) – to require the Secretary of Education to revise regulations for student loan deferments with respect to borrowers who are medical or dental residents. H.R. 2637 by PASCRELL (D-NJ) – to provide for disclosure of fire safety standards and measures with respect to campus buildings, and for other purposes. H.R. 2739 by TIERNEY (D-MA) – to address rising college tuition by strengthening the compact between the States, the Federal Government, and institutions of higher education to make college more affordable. H.R. 2815 by MENENDEZ (D-NJ) – College Access and Affordability Act. H.R. 2858 by PETRI (R-WI) – to establish and strengthen postsecondary programs and courses in the subjects of traditional American history, free institutions, and Western civilization, available to students preparing to teach these subjects, and to other students. H.R. 2927 by MILLER (D-CA) – to require the Secretary of Education to rebate lost Pell Grants to students whose Pell Grants were reduced or eliminated because of excess expected family contributions computed in the needs analysis process for student financial aid for academic year 2005-2006. H.R. 2931 by OWENS (D-NY) – to amend Part B of Title III of the Higher Education Act of 1965 to expand the eligibility requirement to include Predominantly Black Institutions of higher education. H.R. 2949 by MILLER (D-CA) – to amend the Higher Education Act of 1965. H.R. 2960 by MILLER (D-CA) – to amend the Higher Education Act of 1965. H.R. 3109 by JACKSON-LEE (D-TX) – to authorize the Secretary of Homeland Security to establish a program to award grants to institutions of higher education for the establishment or expansion of cybersecurity professional development programs, and for other purposes. H.R. 3169 by KELLER (R-FL) – to provide the Secretary of Education with waiver authority for students who are eligible for Pell Grants who are adversely affected by a natural disaster. H.R. 3173 by MCCARTHY (D-NY) – to create a pilot program to increase the number of graduate educated nurse faculty to meet the future need for qualified nurses, and for other purposes. H.R. 3284 by BLUMENAUER (D-OR) – to direct the Secretary of Education to provide grants to establish sustainability programs, charged with developing and implementing integrated environmental, economic, and social sustainability initiatives through administrative and operational practices as well as multidisciplinary research, education, and outreach at institutions of higher education. H.R. 1032 by WU (D-OR) – to eliminate the termination date on authority for schools with low default rates to make single disbursements of student loans. H.R. 1089 by DAVIS (D-IL) – to amend the Higher Education Act of 1965 to improve the opportunity for Federal student loan borrowers to consolidate their loans at reasonable interest rates. H.R. 1184 by FRANK (D-MA) – to amend the Higher Education Act of 1965 to repeal the provisions prohibiting persons convicted of drug offenses from receiving student financial assistance. H.R. 1206 by SIMPSON (R-ID) – to amend the Higher Education Act of 1965 to exclude veterans education benefits under the Montgomery GI Bill for purposes of determining need analysis for grants to students in attendance at institutions of higher learning. H.R.1277 by EMANUEL (D-IL) – to expand college opportunities by significantly simplifying the Federal student aid application process. H.R. 1282 by MCCARTHY (D-NY) – to provide for Project GRAD programs, and for other purposes. H.R. 1293 by ANDREWS (D-NJ) – to amend the Higher Education Act of 1965 to provide access and equity in higher education, and for other purposes. H.R. 1380 by ENGLISH (R-PA) – Higher Education Affordability and Equity Act. H.R. 1390 by HOLT (D-NJ) – to provide access and assistance to increase college attendance and completion by part-time students. H.R. 1425 by PETRI (R-WI) – to ensure that the Federal student loans are delivered as efficiently as possible, so that there is more grant aid for students. H.R. 1518 by KELLER (R-FL) – Family Friendly Employers Act of 2005. H.R. 1522 by MCCARTHY (D-NY) – to amend the Higher Education Act of 1965 to expand the loan forgiveness and loan cancellation programs for teachers, to provide loan forgiveness and loan cancellation programs for nurses, and for other purposes. H.R. 1543 by MCGOVERN (D-MA) – to enhance and improve benefits for members of the National Guard and Reserves who serve extended periods on active duty, and for other purposes. H.R. 1547 by WOLF (R-VA) – to preserve mathematics- and science-based industries in the United States. H.R. 1565 by HOOLEY (D-OR) – to enhance the benefits and protections for members of the reserve components of the Armed Forces who are called or ordered to extended active duty, and for other purposes. H.R. 1607 by HERGER (R-Ca) – Public Good IRA Rollover Act. H.R. 1617 by PETRI (R-WI) – to allow borrowers consolidating student loans to choose a variable or fixed interest rate, and for other purposes. H.R. 1756 by ANDREWS (D-NJ) – to amend the Internal Revenue Code of 1986 to make Hope and Lifetime Learning Credits refundable, and allow taxpayers to obtain short-term student loans by using the future refund of such credits as collateral for the loans. H.R. 2132 by KLINE (R-MN) – to extend the waiver authority of the Secretary of Education with respect to student financial assistance during a war or other military operation or national emergency. H.R. 1030 by WU (D-OR) – to amend the Higher Education Act of 1965 to require institutions of higher education to enter into agreements with private for-profit organizations for the provision of work-study employment. H.R. 115 by HOLT (D-NJ) – to strengthen the national security through the expansion and improvement of foreign language study, and for other purposes. H.R.117 by HOLT (D-NJ) – Higher Education Affordability and Fairness Act. H.R. 128 by JONES (D-OH) – to establish a demonstration incentive program within the Department of Education to promote installation of fire sprinkler systems, or other fire suppression or prevention technologies, in qualified student housing and dormitories, and for other purposes. H.R. 130 by KENNEDY (R-MN) – to amend the General Education Provisions Act to clarify the definition of a student regarding family educational and privacy rights. H.R. 134 by KILDEE (D-MI) – to prevent abuse of the special allowance subsidies under the Federal Family Loan Program. H.R. 151 by MENENDEZ (D-NJ) – to ensure that all college students and their families have the tools and resources to adequately save for, finance, and repay their postsecondary and post- baccalaureate expenses. H.R. 199 by SCOTT (D-GA) – to amend the Higher Education At of 1965 to require institutions of higher education to preserve the educational status and financial resources of military personnel called to active duty. H.R. 333 by LYNCH (D-MA) – to amend the Higher Education Act of 1965 to require institutions of higher education to preserve the educational status and financial resources of military personnel called to active duty. H.R. 367 by WILSON (R-SC) – to make permanent the teacher loan forgiveness provisions of the Teacher-Taxpayer Protection Act of 2003, and for other purposes. H.R. 401 by PAUL (R-TX) – Make College Affordable Act of 2005. H.R. 507 by BOEHNER (R-OH) – to amend and extend the Higher Education Act of 1965. H.R. 508 by MCKEON (R-CA) – to make changes to the Higher Education Act of 1965 incorporating the results of the FED UP Initiative, and for other purposes. H.R. 509 by TIBERI (R-OH) – to amend and extend Title VI of the Higher Education Act of 1965. H.R. 510 by TIBERI (R-OH) – to amend and extend Title VII of the Higher Education Act of 1965. H.R. 511 by KELLER (R-FL) – to provide enhanced Pell Grants for State Scholars. H.R. 555 by KILDEE (D-MI) – to establish additional safeguards on schools acting as lenders under the Federal Family Education Loan Program. H.R. 609 by BOEHNER (R-OH) – to amend and extend the Higher Education Act of 1965. H.R. 625 by CAMP (R-MI) – Hope Scholarship Improvement Act. H.R. 803 by ANDREWS (D-NJ) – to require entering students who will reside in on-campus housing at postsecondary institutions to have received meningococcal vaccinations. H.R. 872 by CAMP (R-MI) – Tuition Deduction Eligibility for Church Employees. H.R. 1029 by WU (D-OR) – to permit refinancing of Federal student consolidation loans, and to permit students freedom to select a student loan consolidator. S.2248 by SCHUMER (D-NY) – a bill to establish the Math and Science Teaching Corps. S.2299 by LANDRIEU (D-LA) – a bill to amend the Robert T. Stafford Disaster Relief and Emergency Assistance Act to restore Federal aid for the repair, restoration, and replacement of private nonprofit educational facilities that are damaged or destroyed by a major disaster. S.2337 by LIEBERMAN (D-CT) – a bill to increase access to postsecondary education, and for other purposes. S.2360 by WYDEN (D-OR) – a bill to ensure and promote a free and open Internet for all Americans. S.2573 by DURBIN (D-IL) – a bill to amend the Higher Education Act of 1965 to provide interest rate reductions, to authorize and appropriate amounts for the Federal Pell Grant program, to allow for in-school consolidation, to provide the administrative account for the Federal Direct Loan Program as a mandatory program, to strike the single holder rule, and for other purposes. S.2591 by DeWINE (R-OH) – a bill to exempt persons with disabilities from the prohibition against providing section 8 rental assistance to college students. S.2917 by SNOWE (R-ME) – a bill to amend the Communications Act of 1934 to ensure net neutrality. S.3528 by CLINTON (D-NY) – a bill to provide higher education assistance for nontraditional students, and for other purposes. S.3528 by CLINTON (D-NY) -- to provide higher education assistance for nontraditional students, and for other purposes. S.3532 by LUGAR (R-IN) – a bill to support the goals of the Commission on the Abraham Lincoln Study Abroad Fellowship Program. S.3593 by KENNEDY (D-MA) – a bill to amend the Higher Education Act of 1965 to provide additional support to students. S. 3708 by SPECTER (R-PA) – an original bill making appropriations for the Departments of Labor, HHS and Education, and related agencies for the fiscal year ending September 30, 2007, and for other purposes. S. 3721 by COLLINS (R-ME) – Post Katrina Emergency Management Reform Act of 2006 S. 3936 by FRIST (R-TN) – to invest in innovation and education to improve the competitiveness of the United States in the global economy. S. 4044 by HATCH (R-UT)-Religous Liberty & Charitable Donation Clarification Act of 2006. S. Con. Res. 83 by GREGG (R-NH) – Concurrent resolution on the budget for FY07. H.R. 4 by BOEHNER (R-OH) – The Pension Protection Act of 2006. H.R. 81 by FRELINGHUYSEN (R-NJ) – to amend the Federal Education Right to Privacy Act to improve the access of the victims of crimes to information concerning the outcome of disciplinary proceedings by institutions of higher education. H.R. 114 by HOLT (D-NJ) – to limit the applicability of the annual updates to the allowance for State and other taxes in the tables used in the Federal Needs Analysis Methodology for the award year 2005-2006, prescribed on December 23, 2004. S. 1697 by SMITH (R-OR) – a bill to amend the Internal Revenue Code of 1986 to allow the Hope Scholarship Credit to cover fees, books, supplies, and equipment and to exempt Federal Pell Grants and Federal supplemental educational opportunity grants from reducing expenses taken into account for the Hope Scholarship Credit. S. 1715 by ENZI (R-WY) – a bill to provide relief for students and institutions affected by Hurricane Katrina, and for other purposes. S. 1780 by SANTORUM (R-PA) – a bill to amend the Internal Revenue Code of 1986 to provide incentives for charitable contributions by individuals and businesses, to improve the public disclosure of activities of exempt organizations, and to enhance the ability of low-income Americans to gain financial security by building assets, and for other purposes. S. 1842 by LANDRIEU (D-LA) – a bill to provide assistance to rebuild communities, schools, and hospitals damaged by Hurricane Katrina or Hurricane Rita, and for other purposes. S. 1964 by SNOWE (R-ME) – a bill to amend the Internal Revenue Code of 1986 to modify the determination and deduction of interest on qualified education loans. S. 2020 by GRASSLEY (R-IA) – Tax Relief Act of 2005. S. 2036 by VITTER (R-LA) – a bill to amend the Higher Education Act of 1965 to require institutions of higher education to preserve the educational status and financial resources of military personnel called to active duty. S. 2039 by DURBIN (D-IL) – a bill to provide for loan repayment for prosecutors and public defenders. S. 2075 by DURBIN (D-IL) – a bill to amend the Illegal Immigration Reform and Immigrant Responsibility Act of 1996 to permit States to determine State residency for higher education purposes and to authorize the cancellation of removal and adjustment of status of certain alien students who are long-term United States residents and who entered the United States as children, and for other purposes. S. 2109 by ENSIGN (R-NV) – a bill to provide national innovation initiative. S. 2143 by FRIST (R-TN) – a bill to increase the number of students from low-income backgrounds who are enrolled in studies leading to baccalaureate degrees in science, mathematics, technology, engineering, and critical foreign languages, and for other purposes. S. 2160 by BOXER (D-Ca) – a bill to amend the Higher Education Act of 1965 to authorize grants for institutions of higher education serving Asian Americans and Pacific Islanders. S. 2198 by DOMENICI (R-NM) – a bill to ensure the United States successfully competes in the 21st century global economy. S.2243 by MENENDEZ (D-NJ) – a bill to make college more affordable by expanding and enhancing financial aid options for students and their families and providing loan forgiveness opportunities for public service employees, and for other purposes. S.1261 by ALEXANDER (R-TN) – a bill to simplify access to financial aid and access to information on college costs, to provide for more learning and less reporting, and for other purposes. S. 1267 by BINGAMAN (D-NM) – a bill to amend Title IV of the Higher Education Act of 1965 to reauthorize the Gaining Early Awareness and Readiness for Undergraduate Programs, and for other purposes. S. 1287 by COLEMAN (R-MN) – a bill to amend the definition of independent student for purposes of the need analysis in the Higher Education Act of 1965 to include older adopted students. S.1366 by DORGAN (D-ND) – Public Good IRA Rollover Act. S.1384 by SCHUMER (D-NY) – a bill to amend the Higher Education Act of 1965 to establish a demonstration program to support college and university communities that wish to expand their book store services and saving for students through the creation of course material rental programs. S.1432 by DEWINE (R-OH) – a bill to amend the Higher Education Act of 1965 to improve the loan forgiveness program for child care providers, including preschool teachers, and for other purposes. S.1435 by DEWINE (R-OH) – a bill to establish a grant program for institutions of higher education to collaborate with low-income schools to recruit students to pursue and complete postsecondary degrees in education. S. 1436 by DeWINE (R-OH) – a bill to award grants to eligible entities to enable the entities to reduce the rate of underage alcohol use and binge drinking among students at institutions of higher education. S. 1478 by DOMENICI (R-NM) – to amend the Higher Education Act of 1965 regarding the definition of a high need local educational agency, the definition of a Hispanic-serving institution, and the 2-year wait out period for certain grant recipients. S. 1526 by SPECTER (R-PA) – to provide education to students in grades 7 through 12 about the importance of higher education. S. 1536 by MURRAY (D-WA) – to provide certain members of the Armed Forces with a deferment of all loan payments under Title IV of the Higher Education Act of 1965, and to provide such members with the option to reenroll in institutions of higher education after completion of their service. S. 1614 by ENZI (R-WY) – to extend the authorization of programs under the Higher Education Act of 1965, and for other purposes. S. 1628 by MARTINEZ (R-FL) – to provide the Secretary of Education with waiver authority for students who are eligible for Federal Pell Grants and are adversely affected by a natural disaster. S. 1637 by REID (D-NV) – a bill to provide emergency relief to meet the immediate needs of survivors of Hurricane Katrina for health care, housing, education, and financial relief, and for other purposes. S. 1691 by CRAIG (R-ID) – a bill to amend selected statutes to clarify existing Federal law as to the treatment of students privately educated at home under State law. S. 38 by MURRAY (D-WA) – to enhance and improve benefits for members of the Nat'l Guard & Reserves who serve extended periods on active duty, and for other purposes. S. 187 by CORZINE (D-NJ) – to limit the applicability of the annual updates to the allowance for States and other taxes in the tables used in the Federal Needs Analysis Methodology for the award year 2005-2006, published in the Federal Register on December 23, 2004. S. 476 by SANTORUM (R-PA) – CARE Act of 2003. S. 545 by SNOWE (R-ME) – Association Health Plan legislation. S. 589 by AKAKA (D-HI) – Homeland Security Federal Workforce Act. S. 751 by FEINSTEIN (D-CA) – a bill to require federal agencies, and persons engaged in interstate commerce, in possession of data containing personal information, to disclose any unauthorized acquisition of such information. S. 754 by KENNEDY (D-MA) – a bill to ensure that the Federal student loans are delivered as efficiently as possible, so that there is more grant aid for students. S. 759 by SCHUMER (D-NY) – Make College More Affordable Act of 2005. S. 765 by WARNER (R-VA) – a bill to preserve mathematics- and science-based industries in the United States. S. 990 by LIEBERMAN (D-CT) – a bill to provide a grant program to support the establishment and operation of Teachers Professional Development Institutes. S. 1068 by DOLE (R-NC) – a bill to provide for higher education affordability, access, and opportunity. S. 1098 by KENNEDY (D-MA) – a bill to prevent abuse of the special allowance subsidies under the Federal Family Education Loan Program. S.1105 by DODD (D-CT) – a bill to amend Title VI of the Higher Education Act of 1965 regarding international and foreign language studies. S. 1183 by WARNER (R-VA) – a bill to provide additional assistance to recipients of Federal Pell Grants who are pursuing programs of study in engineering, mathematics, science, or foreign languages. S. 1196 by CORZINE (D-NJ) – a bill to provide for disclosure of fire safety standards and measures with respect to campus buildings, and for other purposes. S. 1204 by DODD (D-CT) – a bill to encourage students to pursue graduate education and to assist students in affording graduate education. S. 1209 by GREGG (R-NH) – a bill to establish and strengthen postsecondary programs and courses in the subjects of traditional American history, free institutions, and Western civilization, available to students preparing to teach these subjects, and to other students. S. 1246 by DODD (D-CT) – a bill to require the Secretary of Education to revise regulations regarding student loan payment deferment with respect to borrowers who are in postgraduate medical or dental internship, residency, or fellowship programs. S. 1247 by DODD (D-CT) – a bill to amend the Higher Education Act of 1965 to establish a scholarship program to encourage and support students who have contributed substantial public service. S. 6 by SANTORUM (R-PA) – MORE Act S. 9 by ENZI (R-WY) – a bill to improve American competitiveness in the global economy by improving and strengthening Federal education and training programs, and for other purposes. 1 2

Client expense: $165,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Defense, Dept of (DOD), Education, Dept of, Federal Communications Commission (FCC), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Internal Revenue Service (IRS), Office of Management & Budget (OMB), SENATE, Treasury, Dept of, White House Office

Retirement Savings and Security Act; proposals related to automatic enrollment including S. 875, Save More for Retirement; H.R. 1508, 401(k) Auto-Enrollment Act; S. 3952/H.R. 6210, Automatic IRA Act and S. 2431, Savings Competitiveness Act; H.R. 2830, Pension Protection Act; S. 1783, Pension Security and Transparency Act; H.R. 2951, Lifetime Pension Annuity for You Act; proposals related to legislation on women's retirement needs. H.R. 4, Pension Protection Act of 2006; proposals making technical corrections to The Pension Protection Act of 2006. Proposed DOL regulations on changes to the Form 5500 annual filing requirements for employee benefit plans. Savings proposals included in the President's FY 2007 Budget and legislation carrying out those proposals including H.R. 1161, H.R. 1162, H.R. 1163, S. 545, S. 546, S. 547; S. 219/1953, National Employee Savings and Trust Equity Guarantee Act; S. 1359,

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

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

Lifetime Savings Account Act of 2005; H.R. 1508, Automatic Enrollment Act of 2005 H.R. 1960, Pension Preservation and Savings Expansion Act of 2005 H.R. 1961, Pension Preservation and Savings Expansion Act of 2005 H.R. 2830, Pension Protection Act of 2005 H.R. 2831, Pension Preservation and Portability Act of 2005 H.R. 2951, Lifetime Pension Annuity for You Act of 2005 H.R. 3912, The Flexible Retirement Security for Life Act H.R. 4241, House Budget Reconciliation Bill H.R. 6210, Automatic IRA Act S. 219, National Empoyee Savings and Trust Equity Guarantee Act of 2005 (NESTEG), all provisions relating to defined benefit, plan funding reforms S. 381, The Retirement Security for Life Act S. 545, Lifetime Savings Account Act of 2005 S. 546, Retirement Savings Account Act S. 547, A bill to amend the Internal Revenue Code of 1986 to provide for employer retirement savings accounts, and for other purposes S. 875, Save More for Retirement Act of 2005 S. 1304, Pension Benefits Protection Act S. 1359, Retirement Savings and Security Act of 2005 S. 1783, The Pension Security and Transparency Act of 2005 S. 1819, 401(k) Enhancement Act: Encouraging Retirement Savings S. 1932, Senate Budget Reconciliation Bill S. 2431, Savings Competitiveness Act of 2006 S. 3951, Women's Retirement Security Act of 2006 S. 3952, Automatic IRA Act Proposals related to legislation on women's retirement needs; proposals making technical corrections to The Pension Protection Act. H.R. 4, Pension Protection Act of 2006; H.R. 819, The Retirement Security for Life Act; H.R. 1161, A bill to amend the Internal Revenue Code to provide for employee retirement savings accounts; H.R. 1162, Retirement Savings Account Act; H.R. 1163,

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

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

Retirement Savings Account Act; H.R. 1163/S. 545, Lifetime Savings Account Act; defined contribution plan reform proposals; proposals relating to automatic enrollment and default investments, including S. 875, Save More for Retirement Act, S. 3952/H.R. 6210, Automatic IRA Act of 2006 and S. 2431, Savings Competitiveness Act and H.R. 1508, 401(k) Auto-enrollment Act; H.R. 2830, Pension Protection Act; S. 1359, Retirement Savings and Security Act; S. 1783, Pension Security and Transparency Act; H.R. 4, Pension Protection Act; S. 3951, Women's Retirement Security Act; proposals making techincal corrections to The Pension Protection Act. S. 219/S. 1953, National Employee Savings and Trust Equity Guarantee Act; Savings proposals included in the President's FY 2007 Budget and legislation carrying out those proposals including H.R. 1161/S. 547, to provide for ERSAs; H.R. 1162/S. 546,

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

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

annuitization including H.R. 819 and S.381, The Retirement Security for Life Act and H.R. 2951, Lifetime Pension Annuity for You Act, S.602/H.R. 1262 Ronald Reagan Alzheimer's Breakthrough Act; H.R. 2682/S1244 Long-term Care and Retirement Security Act; H.R. 2830, Pension Protection Act of 2005; S.1359, Retirement Savings and Security Act of 2005, H.R. 1161/S.547 to provide for ERSAs; H.R. 1162/S.546, Retirement Savings Account; H.R. 1163/S.545, Lifetime Savings Account; S. 1783, Pension Security and Transparency Act; Proposals related to longevity insurance; Proposals related to legislation on women's retirement needs, including S.3951, Women's Retirement Security Act H.R.4, Pension Protection Act of 2006; Proposals making technical correction to The Pension Protection Act; S.2431, Savings Competitiveness Act; S.3952/H.R.6210, Automatic IRA Act of 2006; Long-term Care Proposals; Proposals related to default investments. H.R. 1960/H.R., 1961 Pension Preservation and Savings Expansion Act; savings proposals in the President's FY 2007 Budget; S.219/S.1953 National Employee Savings and Trust Equity Guarantee Act; proposals related to hybrid plans; proposals related to

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

annuitization including H.R. 819 and S.381, The Retirement Security for Life Act and H.R. 2951, Lifetime Pension Annuity for You Act, S.602/H.R. 1262 Ronald Reagan Alzheimer's Breakthrough Act; H.R. 2682/S1244 Long-term Care and Retirement Security Act; H.R. 2830, Pension Protection Act of 2005; S.1359, Retirement Savings and Security Act of 2005, H.R. 1161/S.547 to provide for ERSAs; H.R. 1162/S.546, Retirement Savings Account; H.R. 1163/S.545, Lifetime Savings Account; S. 1783, Pension Security and Transparency Act; Proposals related to longevity insurance; Proposals related to legislation on women's retirement needs, including S.3951, Women's Retirement Security Act H.R.4, Pension Protection Act of 2006; Proposals making technical correction to The Pension Protection Act; S.2431, Savings Competitiveness Act; S.3952/H.R.6210, Automatic IRA Act of 2006; Long-term Care Proposals; Proposals related to default investments. H.R. 1960/H.R., 1961 Pension Preservation and Savings Expansion Act; savings proposals in the President's FY 2007 Budget; S.219/S.1953 National Employee Savings and Trust Equity Guarantee Act; proposals related to hybrid plans; proposals related to

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

spousal rollovers; S.1359, Retirement Savings and Security Act; Proposals related to defined contribution reform; H.R. 1161/S547, to provide for ERSAs; H.R. 1162/S.546, Retirement Savings Account; H.R. 1163/S.545, Lifetime Savings Account Act; S.7, Jobs and Growth Tax Relief Act, H.R. 809, to make permanent individual income tax rates for capital gains and dividends, H.R. 4297, Tax Relief Extension Reconciliation Act; H.R. 2830, Pension Protection Act; S.1783, Pension Security and Transparency Act; Proposals related to legislation on women's retirement needs; Proposals related to section 529 college savings plans, including S.1112/H.R. 2386, College 529InvEst Act and H.R. 5314, 401Kids Family Savings Act; H.R.4, Pension Protection Act of 2006; H.R. 5970, Estate Tax and Extension of Tax Relief Act; S.395/H.R.6210, Automatic IRA Act; S.3951, Women's Retirement Security Act. Proposals making technical corrections to The Pension Protection Act. H.R. 1960/H.R. 1961, Pension Preservation and Savings Expansion Act; Savings proposals in the President's FY 2007 Budget; Proposals related to benefit statements; Proposals related to small business reporting simplification; Proposals related to non

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

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

spousal rollovers; S.1359, Retirement Savings and Security Act; Proposals related to defined contribution reform; H.R. 1161/S547, to provide for ERSAs; H.R. 1162/S.546, Retirement Savings Account; H.R. 1163/S.545, Lifetime Savings Account Act; S.7, Jobs and Growth Tax Relief Act, H.R. 809, to make permanent individual income tax rates for capital gains and dividends, H.R. 4297, Tax Relief Extension Reconciliation Act; H.R. 2830, Pension Protection Act; S.1783, Pension Security and Transparency Act; Proposals related to legislation on women's retirement needs; Proposals related to section 529 college savings plans, including S.1112/H.R. 2386, College 529InvEst Act and H.R. 5314, 401Kids Family Savings Act; H.R.4, Pension Protection Act of 2006; H.R. 5970, Estate Tax and Extension of Tax Relief Act; S.395/H.R.6210, Automatic IRA Act; S.3951, Women's Retirement Security Act. Proposals making technical corrections to The Pension Protection Act. H.R. 1960/H.R. 1961, Pension Preservation and Savings Expansion Act; Savings proposals in the President's FY 2007 Budget; Proposals related to benefit statements; Proposals related to small business reporting simplification; Proposals related to non

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

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

Medical Malpractice Reform Pension and Retirement Security HR 819, S.381, S.545, HR 2830 Long Term Care Insurance S.1244, HR 2682, S.2281 Agriculture - Crop Insurance Tax Reform NAFTA Mexican Debenture Issue Natural Disaster Insurance Asbestos Liability S.852, HR 1957, S.3276 Terrorism Risk Insurance Optional Federal/Charter/Insurance Regulator Reform HR 5637, S.2509, HR 6225

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

Government targets: Agriculture, Dept of (USDA), HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of

Pension Reform/Retirement Security S.545, HR 1163, HR 4, HR 2830 Asbestos reform S.852, HR 1957, S.3276 Proposed IRS legislation prohibiting registered investment companies from receiving income in commodity swaps Expansion of Mutual Fund flow through provision to include interest rate swaps Reduction of taxes on annuity products HR 819, S.381, HR 3912 Creation of long term care/annuity hybrid HR 4 Defeat of measures denying foreign-owned U.S. companies the right to deduct interest payments

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

Government targets: Agriculture, Dept of (USDA), HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of

2. Pension Protection Act of 2004 (H.R. 4) 3. Individual Social Security Investment Program Act (H.R. 530) 4. Retirement Security for Life Act (H.R. 819) 5. Tax Relief and Health Care Act (H.R. 6111) 6. Employee Pension Preservation and Taxpayer Protection Act (H.R. 2106) 7. Employee Benefits Protection Act (H.R. 1058) 8. 401(k) Automatic Enrollment Act (H.R. 1508) 9. Social Security Personal Savings Guarantee and Prosperity Act (H.R. 1776) 10. Individual and Workplace Retirement Savings Promotion Act (H.R. 1960) 11. Pension Preservation and Savings Expansion Act (H.R. 1961) 12. Pension Fairness and Full Disclosure Act (H.R. 2233) 13. Pension Security Disclosure Act (H.R. 2321) 14. Six-month Moratorium Bill (H.R. 2327) 15. The Pension Protection Act (H.R. 2830) 16. The Pension Preservation and Portability Act (H.R. 2831) 17. FY 2006 Appropriations bill for the U.S. Departments of Labor, HHS and Education (H.R. 3010) 18. Growing Real Ownership for Workers (H.R. 3304) 19. Tax Technical Corrections Act of 2005 (H.R. 3376) 20. Deficit Reduction Act (H.R. 4241) 21. Tax Increase Prevention and Reconciliation Act (H.R. 4297) 22. Budget Resolution for Fiscal Year 2006 23. National Employee Savings and Trust Equity Guarantee Act (S. 219) 24. Retirement Security for Life Act (S. 381) 25. Social Security Personal Savings Guarantee and Prosperity Act (S. 857) 26. Saving Social Security Act (S. 540) 27. Lifetime Savings Account Act (S. 545 and H.R. 1163) 28. Retirement Savings Account Act (S. 546 and H.R. 1162) 29. Employee Retirement Savings Account Act (S. 547 and H.R. 1161) 30. Save More for Retirement Act (S. 875) 31. Pension Fairness and Full Disclosure Act (S. 991) 32. Stop the Raid on Social Security Act (S. 1302) 33. Pension Benefits Protection Act (S. 1304) 34. Retirement Savings and Security Act (S. 1359) 35. Tax Technical Corrections Act of 2005 (S. 1447) 36. Deficit Reduction Omnibus Reconciliation Act (S. 1932) 37. Women’s Retirement Security Act (S.3951) 38. Kennedy-Hatch Retirement Equity Amendment (No.4857) on DOD Appropriations Bill (H.R. 5631) 39. The Gulf Opportunity Zone Act (H.R. 4440) 40. Pension Security and Transparency Act (S. 1783) 41. Tax Relief Extension Reconciliation Act (H.R. 4297/S. 2020) 42. Defined Benefit Security Act 43. Pension Benefits Protection Act (H.R. 4052/S. 1304) 44. Older Worker Opportunity Act (S. 1826) 45. Amerisave 46. Long-Term Care and Retirement Security Act (H.R. 2682/S. 1244) 47. 401(k) Enhancement Act: Encouraging Retirement Savings (S. 1819)\ 48. Deficit Reduction Act (s. 1932) 49. Savings Competitiveness Act of 2006 (s. 2431) 50. Tax Technical Corrections Act (S. 4026/H.R. 6264) 51. Automatic IRA Act (S. 3952) 1. Safe, Accountable, Flexible and Efficient Transportation Equity Act (H.R. 3)

Client expense: $120,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Treasury, Dept of, White House Office

H.R. 809, H.R. 1162, H.R. 1163, H.R. 1508, H.R. 1960, H.R. 1961, H.R. 2106, H.R. 2830, H.R. 2994, H.R. 4297, S. 7, S. 219, S. 545, S. 546, S. 607, S. 1112, S. 1304, S. 1524, S. 1740, S. 2020

Client expense: $1,600,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Energy, Dept of, Federal Deposit Insurance Corporation (FDIC), Federal Energy Regulatory Commission (FERC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office

S. 3838 Subchapter S/ Small bus. tax relief FOR H.R. 3574 / S. 2431 IRA Savings expansion FOR H.R. 4421 Subchapter S tax relief FOR S. 6 Individual tax relief FOR H.R. 1186 / H.R. 4096 AMT relief FOR S. 1103 / H.R. 1599 AMT relief FOR S. 965/H.R.2239 Subchapter S Reforms FOR H.R. 3574 Expanded savings incentives FOR H. RES. 209 Soc. Security bank option FOR S. 545 / H.R. 1163 Lifetime savings incentives FOR S. 546 / H.R. 1162 Retirement savings incentives FOR H.R. 809 / S. 1424 Dividend and capital gains relief FOR S. 1424 / H.R. 4296 Capital gains and dividend relief FOR H.R. 1388 / S. 1523 Small business tax relief FOR S. 3857 Small business tax relief FOR H.R. 2061 / S. 1568 Community bank tax relief FOR H.R. 2317 Credit union powers AGAINST H.R. 4297 / S. 2020 Tax relief FOR H.R. 3841 Small business tax relief FOR H.R. 4 Expanded Pension / Retirement Acts. FOR H.R. 6111 Enhanced Health Savings Accts. FOR H.R. 8 / H.R. 5638 Estate tax relief FOR H.R. 64 / S. 1523 Estate tax relief FOR

Client expense: $941,428 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Farm Credit Administration, Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Natl Economic Council (NEC), Office of Management & Budget (OMB), Office of Thrift Supervision (OTS), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Small Business Administration (SBA), Treasury, Dept of, White House Office

H.R. 2951 - Lifetime Pension Annuity for You Act of 2005 - All provisions H.R. 819 - Retirement Security for Life Act of 2005 - All provisions S. 381 - Retirement Security for Life Act of 2005 - All provisions H.R. 2830 - Pension Protection Act of 2005 - All provisions H.R. 2831 - Pension Preservation and Portability Act of 2005 - All provisions H.R. 1960 - Pension Preservation and Savings Expansion Act of 2005 - All provisions H.R. 1961 - Pension Preservation and Savings Expansion Act of 2005 - All provisions S. 545 - Lifetime Savings Account Act of 2005 - All provisions S. 546 - Retirement Savings Account Act - All provisions S. 547 - A bill to amend the Internal Revenue Code of 1986 to provide for employer retirement savings accounts and for other purposes - All provisions H.R. 1058 - Employee Benefits Protection Act of 2005 - All provisions H.R. 2233 - Pension Fairness and Full Disclosure Act of 2005 - All provisions H.R. 2321 - Pension Security Disclosure Act of 2005 - All provisions H.R. 2926 - Pension Benefit Guaranty Corporation Pilots Equitable Treatment Act - All provisions H.R. 4052 - Pension Benefits Protection Act of 2005 - All provisions H.R. 4055 - Employees' Pension Security Act of 2005 - All provisions H.R. 4590 - Employees Retirement Preservation Act - All provisions S. 1158 - Stop Terminating Our Pension Act - All provisions S. 1304 - Pension Benefits Protection Act of 2005 - All provisions S. 1783 - Pension Security and Transparency Act of 2005 - All provisions S. 1799 - Government Pension Offset Reform Act - All provisions S. 1953 - National Employees Savings and Trust Equity Guarantee Act of 2005 - All provisions S. 2431 - Saving Competitiveness Act of 2006 - All provisions S. 685 - Pension Benefit Guaranty Corporation Pilots Equitable Treatment Act - All provisions S. 991 - Pension Fairness and Full Disclosure Act of 2005 - All provisions S. 219 - National Employee Savings and Trust Equity Guarantee Act of 2005 - All provisions S. 1359 - Retirement Savings and Security Act of 2005 - All provisions

Client expense: $1,660,000 · Firm income: Not reported

Government targets: Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of

* President Bush's Tax Advisory Panel reported its recomendations on November 2, 2005. NAIFA opposes ideas that encourage short term savings and spending such as the Lifetime Savings Accounts pushed by President Bush and Save for Retirement Accounts suggested by the Tax Advisory Panel. bills which would repeal estate tax on family farms and businesses. NAIFA & AALU support estate tax reform which removes the estate tax burden for 99% of Americans. Charitable Owned Life Insurance - President Bush proposed applying a 25% excise tax on death benefits of life insurance used in complicated life insurance and annuity transactions involving charitable and educationsl institutions. NAIFA supports in principal. On Nov. 28, 2005 the Senate passed legislation (part of an omnibus tax bill) that would impose a 100% excise tax on the premiums and other sums invested in these arrangements. NAIFA supports in principal but will work on details. HR 1161, 62, 63 & S 545, 6, 7 - new tax-advantaged savings plans in President Bush's proposed 2005 budget. NAIFA concerned about impact on life insurance and annuity sales. HR 8, HR 183, HR 64, S 420 - Legislation to make the estate tax repeal enacted in 2001 permanent. S 34 and S 135 are "reform" 4 8

Client expense: $300,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of

H.R. 2830 - Pension Protection Act of 2005; S. 1783 - Pension Security and Transparency Act of 2005; S. 381 - The Retirement Security for Life Act of 2005; International Pension Issues DOL Proposed Revisions to Form 5500 (RIN 1210-AB06) Retiree Healthcare Issues H.R. 1161/S. 547 - Employer Retirement Savings Accounts; H.R. 1162/S. 546 - Retirement Savings Accounts; H.R. 1163/S. 545 - Lifetime Savings Accounts; H.R. 4 - Pension Protection Act of 2006;

Client expense: $640,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Education, Dept of, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, State, Dept of (DOS), Treasury, Dept of, 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

Radiation Exposure Compensation - S. 1515 Health Care Safety Net Amendments - S. 1281 Association Health Plans - H.R. 660, S 545 Asbestos Compensation Reform - S2290 Asbestos Litigation - S.852 & H.R. 1360 Asbestos Litigation - S.3274 & H.R. 1360

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 809, H.R. 1162, H.R. 1163, H.R. 1508, H.R. 1960, H.R. 1961, H.R. 2106, H.R. 2830, H.R. 2994, H.R. 4297, S. 7, S. 219, S. 545, S. 546, S. 607, S. 1112, S. 1304, S. 1524, S. 1740 and S. 2020

Client expense: $2,020,000 · Firm income: Not reported

Government targets: Commodity Futures Trading Commission (CFTC), Energy, Dept of, Federal Deposit Insurance Corporation (FDIC), Federal Energy Regulatory Commission (FERC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office

HR2121/S1740 capital gains tax exclusion for mutual funds; HR2830/S1783 pension protection and diversification legislation; HR1162/S546 retirement savings account; HR1163/S545 lifetime savings accounts; HR4297 extension of lower capital gains and dividend taxes.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

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

Class Action Reform S.5 Asbestos Liability S.852, HR 1957 Terrorism Risk Insurance HR 1153, S.467 Optional Federal Charter/Insurance Regulatory Reform Medical Malpractice Reform Pension and Retirement Security HR 819, S.381, S.545, HR 2830Long Term Care Insurance S.1244, HR 2682 Agriculture - Crop Insurance Tax Reform NAFTA Mexican Debenture Issue

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

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

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

Radiation Exposure Compensation - S. 1515 Health Care Safety Net Amendments - S. 1281 Association Health Plans - H.R. 660, S 545 Asbestos Compensation Reform - S2290

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE, U.S. Trade & Development Agency (USTDA)

HR 1163/S545 - Lifetime Savings Accounts - all provisions. HR 1162/S546 - Retirement Savings Accounts - all provisions. HR 1161/S547 - Employer Retirement Savings Accounts - all provisions. HR 2830 - Pension Protection Act of 2005 - all provisions. HR 819/S 381 - Retirement Security for Life Act of 2005 - all provisions. Social Security Reform. S. 219 - National Employee Savings and Trust Equity Guarantee Act of 2005 - all provisions. Tax Reform.

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

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

HR 2386/S 1112 - College 529 InvEST Act of 2005 - all provisions. HR 1163/S545 - Lifetime Savings Accounts - all provisions. HR 1162/S546 - Retirement Savings Accounts - all provisions. HR 1161/S547 - Employer Retirement Savings Accounts - all provisions. HR 2830 - Pension Protection Act of 2005 - all provisions. HR 819/S 381 - Retirement Security for Life Act of 2005 - all provisions. Social Security Reform. S. 219 - National Employee Savings and Trust Equity Guarantee Act of 2005 - all provisions. Tax Reform.

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

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

HR 2862, HR 3058, HR 1500, HR 809, S 7, HR 2121, HR 196, HR 8, HR 64, HR 183, HR 339, S 950, S420, HR 1388, HR 2319, HR 2320, S 1103, HR 1186, HR 1040, HR 1163, S 545, HR 1162, S 546, H CON RES 95,

Client expense: $750,000 · Firm income: Not reported

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