Social Security Personal Savings Guarantee and Prosperity Act of 2005

Social Security Investment Program Act of 2005; H.R. 4 Pension Protection Act of 2006; legislation affecting annuity contracts, section 457 retirement plans and corporate-owned life insurance contracts. S. 546/H.R. 1162 Retirement Savings Account Act; H.R. 2251 COLI Best Practices Act of 2005; S. 857/H.R. 1776 Social Security Personal Savings Guarantee and Prosperity Act of 2005; H.R. 819 Retirement Security for Life Act of 2005; H.R. 530 Individual

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

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

utilization of the Social Security "surplus" for private accounts, "progressive price indexing," and certificates guaranteeing Social Security benefits; 2) S. 1889, H.R. 4122, H.R. 5552, S. 3491, H.R. 3282, H.R. 2470, S. 1155, S. 3521: provisions pertaining to the creation of sunset and/or entitlement commissions affecting Social Security; 3) S. 275 pertaining to Social Security cost-of-living-adjustments and mandating the development of a new Consumer Price Index reflecting senior spending; 4) H.R. 3954, H.R. 3637, S. 1795 pertaining to the impact of Medicare Part B and Part D premiums on Social Security cost-of-living adjustments and Social Security recipient benefit levels; 5) pertaining to the nomination of Andrew Biggs to serve as the Deputy Commissioner of Social Security. Pensions and Employee Benefits. H.R. 4, S. 1953, H.R. 2830 pertaining to defined benefit pensions, spousal pension protections, cash balance pension plans, and the Savers Credit. Older Americans Act Reauthorization. H.R. 5293, H.R. 6197, S. 3570 reauthorizing the Older Americans Act and specifically provisions pertaining to home and community-based services, senior centers, congregate and home-delivered meals, help for family caregivers, legal assistance and community service employment and training for older workers. House of Representatives Select Committee on Aging. Advocacy to establishment a Select Committee on Aging in the U.S. House of Representatives; no House resolution was pending. Social Security. 1) Proposals of the President’s Commission to Strengthen Social Security of 2001, H.R. 750, S. 1302, H.R. 440, H.R. 530, H.R. 1776, H.R. 1800, H.R. 3304, S. 857, S. 540, S. 1750, H.R. 1164: provisions pertaining to private accounts, the

Client expense: $4,580,000 · Firm income: Not reported

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