Protecting Employees and Retirees in Business Bankruptcies Act of 2007

Mortgage Reform: HR 3221 (Housing Stimulus Bill - includes tax topics); HR 3252; HR 3526; HR 3609; HR 3725; HR 3915; HR 4178; HR 5140; HR 5579; HR 5830; S 2092; S 2133; S 2136; S 2452. FHA Reform: HR 1852; S 2338. Credit: HR 5244; Senator Dodd's "CARD Act" (no bill number yet).

Client expense: $1,420,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of, U.S. Trade Representative (USTR)

Mortgage Reform: HR 3221 (Housing Stimulus Bill - includes tax topics); HR 3252; HR 3526; HR 3609; HR 3725; HR 3915; HR 4178; HR 5140; HR 5579; S 2092; S 2133; S 2136; S 2452. Chairmen Dodd and Frank's proposal to use FHA insurance to refinance at-risk mortgages (no bill numbers yet). FHA Reform: HR 1852; S 2338.

Client expense: $1,280,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of, U.S. Trade Representative (USTR)

S. 2092, Protecting Employees and Retirees in Business Bankruptcies Act of 2007

Client expense: $110,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Protecting Employees and Retirees in Business Bankruptcies Act of 2007, S. 2092 Protecting Employees and Retirees in Business Bankruptcies Act of 2007, H.R. 3652

Client expense: $420,000 · Firm income: Not reported

Government targets: Centers For Medicare and Medicaid Services (CMS), Defense, Dept of (DOD), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), Natl Labor Relations Board (NLRB), Occupational Safety & Health Administration (OSHA), SENATE, U.S. Trade Representative (USTR)

H.R. 3652 - Bankruptcy Reform S. 2092 - Bankruptcy Reform

Client expense: $330,000 · Firm income: Not reported

Government targets: Federal Aviation Administration (FAA), HOUSE OF REPRESENTATIVES, Natl Mediation Board, Natl Transportation Safety Board (NTSB), SENATE, State, Dept of (DOS), Transportation Security Administration (TSA), Transportation, Dept of (DOT)

Shareholder Votes on Executive Compensation Act - H.R. 1257 Paycheck Fairness Act H.R. 1338 Emergency Economic Stabilization Act - H.R. 1424 Tax Equity for Health Plan Beneficiaries Act of 2007 - H.R. 1820 Pension Security Act of 2007 - H.R. 2683 Lilly Ledbetter Fair Pay Act of 2007 - H.R. 2831 Federal Aviation Administration (FAA) Reauthorization Act (benefits provisions) H.R. 2881 Tax Collection Responsibility Act of 2007 - H.R. 3056 401 (k) Fair Disclosure for Retirement Security Act - H.R. 3185 ADA Restoration Act of 2007 - H.R. 3195 Mutual Fund Fee Reform Act H.R. 3225 Pension Protection Technical Corrections Act of 2007 - H.R. 3361 Long-Term Care Affordability and Security Act of 2007 - H.R. 3363 Protecting Employees and Retirees in Business Bankruptcies Act of 2007 - H.R. 3652 Defined Contribution Plan Fee Transparency Act of 2007 - H.R. 3765 AMT Credit Fairness and Relief Act - H.R. 3861 Tax Reduction and Reform Act of 2007 - H. R. 3970 The Temporary Tax Relief Act of 2007/Tax Increase Prevention Act of 2007 - H.R. 3996 Defenders of Freedom Tax Relief Act of 2007/Heroes Earnings Assistance and Tax Relief Act of 2007 title as passed - H.R. 3997 AMT Relief Act of 2007 - H.R. 4351 The Small Business Add Value for Employees (SAVE) Act of 2008 H.R. 5160 Energy and Tax Extenders Act of 2008/Renewable Energy and Job Creation Act of 2008/Energy Improvement and Extension Act of 2008 H.R. 6049 Heroes Earnings Assistance and Relief Tax Act H.R. 6081 Roadmap for Americas Future Act of 2008 H.R. 6110 Pension Protection Act ERISA Amendments of 2008 H.R. 6143 ERISA Amendments H.R. 6142 Pension Protection Technical Corrections Act of 2008 H.R. 6382 Commodity Markets Transparency and Accountability Act & Substitute amendment H.R. 6604 401 (k) Plan Debit Card Bill H.R. 6708 Hurricane Tax Relief Act of 2008 H.R. 6958 Alternative Minimum Tax Relief Act of 2008 H.R. 7005 Disaster Tax Relief Act of 2008 H.R. 7006 Renewable Energy and Job Creation Tax Act of 2008 (tax extenders) H.R. 7060 Senate Tax Equity for Domestic Partner and Health Plan Beneficiaries Act - S. 1556 Defenders of Freedom Tax Relief Act of 2007 - S. 1593 Alternative Investments, Amending Internal Revenue Code provisions taxing partnerships involving alternative investments S.1624 Restoring Pension Promises to Workers Act S. 1725 Fair Pay Restoration Act - S. 1843 Americans with Disabilities Act Restoration Act of 2007 - S. 1881 Pension Protection Technical Corrections Act of 2007 - S. 1974 Independent Contractor Proper Classification Act of 2007 - S. 2044 Protecting Employees and Retirees in Business Bankruptcies Act of 2007 - S. 2092 Offshore Deferred Compensation Reform Act of 2007 - S. 2199 Long-Term Care Affordability and Security Act of 2007 - S. 2337 Defined Contribution Fee Disclosure Act of 2007 - S. 2473 AMT Credit Fairness and Relief Act S. 2389 Incentives for Older Workers Act S. 2933 Alternative Minimum Tax and Extenders Tax Relief Act of 2008 S. 3098 Energy Independence and Tax Relief Act of 2008 S. 3125 Title VII Fairness Act S. 3209 Commodity Speculation Reform Act of 2008 - S. 3248 Stop Excessive Energy Speculation Act of 2008 - S. 3268 401 (k) Plan Debit Card Bill S. 3278 The Jobs, Energy, Families, and Disaster Relief Act S.3335 (extenders, deferred comp) ADA Amendments Act S. 3406 Regulatory communication with covered federal officials on legislative issues. Legislation Treasury/IRS Emergency Economic Stabilization Act H.R. 1424 Treasury/IRS - Pension Protection Act Technical Corrections (PPA) - H.R. 3361, H.R. 6382, S. 1974 DOL on 401 (k) fee disclosure - H.R. 3185, H.R. 3765, S. 2473 Treasury/IRS - on hybrid plan issues Treasury/IRS on 409A and deferred compensation Treasury/IRS on pension funding Treasury/IRS - guidance on benefits provisions of the HEART Act H.R. 6081 Treasury/IRS on benefit accruals and anti-backloading Treasury/IRS Hurricane relief H.R. 6958, H.R. 7006

H.R. 3652/S.2092: Protecting Employees and Retirees in Business Bankruptcies Act of 2007

Client expense: $1,040,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, SENATE

Monitored, reacted to, and discussed policy concepts that will ensure NTCA is able to continue offering its high quality Retirement Security Plans to members, their employees and the association staff at affordable rates and on reasonable terms and conditions. During the reporting period, the association focused particular attention on the following: H.R. 3652-To amend Title 11, United States Code, to improve protections for employees and retirees in business bankruptcies-all sections. S. 2092-To amend Title 11, United States Code, to improve protections for employees and retirees in business bankruptcies-all sections.

Client expense: $150,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Federal Communications Commission (FCC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Telecommunications & Information Administration (NTIA), SENATE

Monitored, reacted to, and discussed policy concepts that will ensure NTCA is able to continue offering its high qaulity Retirement Security Plans to members, their employees and the association staff at affordable rates and on reasonable terms and conditions. During the reporting period, the association focused particular attention on the following: H.R. 3652 To amend title 11, United States Code, to improve protections for employees and retirees in business bankruptcies all sections. H.R. 6049 To amend the Internal Revenue Code of 1986 to provide incentives for energy production and conservation, to extend certain expiring provisions, to provide individual income tax relief focus on sections regarding distributions from retirement plans to individuals called to active military service. H.R.6382 To make technical corrections related to the Pension Protection Act of 2006 all sections. S. 2092 To amend title 11, United States Code, to improve protections for employees and retirees in business bankruptcies all sections

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

H.R. 3652/S. 2092, Protecing Employees and Retirees in Business Bankruptcies Act

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 3652/S. 2092, Protecting Employees and Retirees in Business Bankruptcies Act

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 3652/S.2092: Protecting Employees and Retirees in Business Bankruptcies Act of 2007

Client expense: $400,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, SENATE

Protecting Employees and Retirees in Business Bankruptcies Act of 2007, S. 2092 Protecting Employees and Retirees in Business Bankruptcies Act of 2007, H.R. 3652

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

Government targets: Agency for Healthcare Research & Quality (AHRQ), Centers For Medicare and Medicaid Services (CMS), Defense, Dept of (DOD), Export-Import Bank of the United States (EXIM Bank), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Labor, Dept of (DOL), Natl Labor Relations Board (NLRB), Occupational Safety & Health Administration (OSHA), Office of Personnel Management (OPM), Overseas Private Investment Corp (OPIC), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR)

H.R. 3652 - Bankruptcy Reform S. 2092 - Bankruptcy Reform

Client expense: $490,000 · Firm income: Not reported

Government targets: Federal Aviation Administration (FAA), HOUSE OF REPRESENTATIVES, Natl Transportation Safety Board (NTSB), SENATE, State, Dept of (DOS), Transportation Security Administration (TSA), Transportation, Dept of (DOT)

Shareholder Votes on Executive Compensation Act - H.R. 1257 Tax Equity for Health Plan Beneficiaries Act of 2007 - H.R. 1820 Pension Security Act of 2007 - H.R. 2683 Lilly Ledbetter Fair Pay Act of 2007 - H.R. 2831 Federal Aviation Administration (FAA) Reauthorization Act (benefits provisions) - H.R. 2881 Tax Collection Responsibility Act of 2007 - H.R. 3056 401 (k) Fair Disclosure for Retirement Security Act - H.R. 3185 ADA Restoration Act of 2007 - H.R. 3195 Mutual Fund Fee Reform Act H.R. 3225 Pension Protection Technical Corrections Act of 2007 - H.R. 3361 Long-Term Care Affordability and Security Act of 2007 - H.R. 3363 Protecting Employees and Retirees in Business Bankruptcies Act of 2007 - H.R. 3652 Defined Contribution Plan Fee Transparency Act of 2007 - H.R. 3765 AMT Credit Fairness and Relief Act - H.R. 3861 Tax Reduction and Reform Act of 2007 - H. R. 3970 The Temporary Tax Relief Act of 2007/Tax Increase Prevention Act of 2007 - H.R. 3996 Defenders of Freedom Tax Relief Act of 2007/Heroes Earnings Assistance and Tax Relief Act of 2007 - title as passed - H.R. 3997 AMT Relief Act of 2007 - H.R. 4351 The Small Business Add Value for Employees (SAVE) Act of 2008 - H.R. 5160 Energy and Tax Extenders Act - H.R. 6049 Heroes Earnings Assistance and Relief Tax Act - H.R. 6081 Roadmap for America's Future Act of 2008 - H.R. 6110 Pension Protection Act ERISA Amendments of 2008 - H.R. 6143 ERISA Amendments - H.R. 6142 Pension Protection Technical Corrections Act of 2008 - H.R. 6382 Senate Tax Equity for Domestic Partner and Health Plan Beneficiaries Act - S. 1556 Defenders of Freedom Tax Relief Act of 2007 - S. 1593 Alternative Investments, Amending Internal Revenue Code provisions taxing partnerships involving alternative investments - S.1624 Restoring Pension Promises to Workers Act - 1725 Fair Pay Restoration Act - S. 1843 Americans with Disabilities Act Restoration Act of 2007 - S. 1881 Pension Protection Technical Corrections Act of 2007 - S. 1974 Independent Contractor Proper Classification Act of 2007 - S. 2044 Protecting Employees and Retirees in Business Bankruptcies Act of 2007 (S. 2092) Offshore Deferred Compensation Reform Act of 2007 - S. 2199 Long-Term Care Affordability and Security Act of 2007 - S. 2337 Defined Contribution Fee Disclosure Act of 2007 - S. 2473 AMT Credit Fairness and Relief Act - S. 2389 Incentives for Older Workers Act - S. 2933 Alternative Minimum Tax and Extenders Tax Relief Act of 2008 - S. 3098 Title VII Fairness Act - S. 3209 Regulatory - communication with covered federal officials on legislative issues. Legislation - The Pension Protection Act Technical Corrections (PPA) - H.R. 3361/H.R. 6382//S. 1974 DOL proposed 408(b)(2) regulations for fee disclosure requirements DOL - 401 (k) fee disclosure (H.R. 3185/H.R. 3765/S. 2473) Treasury/IRS hybrid plan hearing Treasury/IRS guidance on 409A and deferred compensation Treasury/IRS hearing on measurement of pension plan assets and liabilities

S. 2092, HR 3652, Protecting Employees and Retirees in Business Bankruptcies Act of 2007

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

Government targets: HOUSE OF REPRESENTATIVES, Justice, Dept of (DOJ), SENATE

Mortgage Reform: HR 3221 (Housing Stimulus Bill - includes tax topics); HR 3252; HR 3526; HR 3609; HR 3725; HR 3915; HR 4178; HR 5140; HR 5579; HR 5830; S 2092; S 2133; S 2136; S 2452. FHA Reform: HR 1852; S 2338. Credit: HR 5244; Senator Dodd's "CARD Act" (no bill number yet).

Client expense: $1,260,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of, U.S. Trade Representative (USTR)

Monitored, reacted to, and discussed policy concepts that will ensure NTCA is able to continue offering its high quality Retirement Security Plans to members, their employees and the association staff at affordable rates and on reasonable terms and conditions. During the reporting period, the association focused particular attention on the following: H.R. 3652-To amend Title 11, United States Code, to improve protections for employees and retirees in business bankruptcies-all sections. S. 2092-To amend Title 11, United States Code, to improve protections for employees and retirees in business bankruptcies-all sections.

Client expense: $15,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Federal Communications Commission (FCC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Telecommunications & Information Administration (NTIA), SENATE

H.R. 3652/S. 2092, Protecting Employees and Retirees in Business Bankruptcies Act

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Discussions regarding bankruptcy issues Protecting Employees and Retirees in Business Bankruptcies Act of 2007, S. 2092 Protecting Employees and Retirees in Business Bankruptcies Act of 2007, H.R. 3652 Helping Families Save Their Homes in Bankruptcy Act of 2007, S. 2136 General Discussions re Corporate Bankruptcy

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

Government targets: Agency for Healthcare Research & Quality (AHRQ), Centers For Medicare and Medicaid Services (CMS), Defense, Dept of (DOD), Export-Import Bank of the United States (EXIM Bank), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Labor, Dept of (DOL), Natl Labor Relations Board (NLRB), Occupational Safety & Health Administration (OSHA), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR)

Shareholder Votes on Executive Compensation Act (H.R. 1257) Tax Equity for Health Plan Beneficiaries Act of 2007 (H.R. 1820) Pension Security Act of 2007 (H.R. 2683) Alternative Investments, Amending Internal Revenue Code provisions taxing partnerships involving alternative investments (H.R. 2785) Lilly Ledbetter Fair Pay Act of 2007 (H.R. 2831) Alternative Investments, Treating income received by partners for performing investment management as ordinary income (H.R. 2843) Tax Collection Responsibility Act of 2007 (H.R. 3056) 401 (k) Fair Disclosure for Retirement Security Act (H.R. 3185) ADA Restoration Act of 2007 (H.R. 3195) Mutual Fund Fee Reform Act (H.R. 3225) Pension Protection Technical Corrections Act of 2007 (H.R. 3361) Long-Term Care Affordability and Security Act of 2007 (H.R. 3363) Commission on the Tax Treatment of Hedge Funds and Private Equity Act of 2007 (H.R. 3417) Protecting Employees and Retirees in Business Bankruptcies Act of 2007 (H.R. 3652) Defined Contribution Plan Fee Transparency Act of 2007 (H.R. 3765) Bill to Delay the Effective Date of the PPA Funding Rules (H.R. 3868) Tax Reduction and Reform Act of 2007 (H. R. 3970) Offshore Deferred Compensation Reform Act of 2007 (H.R. 3923) The Temporary Tax Relief Act of 2007/Tax Increase Prevention Act of 2007 (H.R. 3996) Defenders of Freedom Tax Relief Act of 2007/Heroes Earnings Assistance and Tax Relief Act of 2007 title as passed (H.R. 3997) AMT Relief Act of 2007 (H.R. 4351) Senate Tax Equity for Domestic Partner and Health Plan Beneficiaries Act (S. 1556) Defenders of Freedom Tax Relief Act of 2007 (S. 1593) Alternative Investments, Amending Internal Revenue Code provisions taxing partnerships involving alternative investments (S. 1624) Restoring Pension Promises to Workers Act (S. 1725) Fair Pay Restoration Act (S. 1843) Americans with Disabilities Act Restoration Act of 2007 (S. 1881) Pension Protection Technical Corrections Act of 2007 (S. 1974) Independent Contractor Proper Classification Act of 2007 (S. 2044) Protecting Employees and Retirees in Business Bankruptcies Act of 2007 (S. 2092) Offshore Deferred Compensation Reform Act of 2007 (S. 2199) Long-Term Care Affordability and Security Act of 2007 (S. 2337) Defined Contribution Fee Disclosure Act of 2007 (S. 2473) Regulatory communication with covered federal officials on legislative issues. Legislation The Pension Protection Act (PPA) - H.R. 3361/S. 1974 & H.R. 3185/S. 2473 Treasury/IRS guidance on hybrid plans including backloading Treasury/IRS guidance on combined plan limit Treasury/IRS proposed regulations on single employer plan funding, benefit restrictions, interest rate modifications and mortality tables Treasury/IRS guidance on 409A and deferred compensation Treasury/IRS guidance on employer stock diversification DOL proposed 408(b)(2) regulations for fee disclosure requirements DOL final regulations and other guidance on Form 5500 PBGC guidance related to PPA implementation (hybrid/cash balance plans including backloading)

H.R. 3652/S. 2092: Protecting Employees and Retirees in Business Bankruptcies Act of 2007

Client expense: $460,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Commerce, Dept of (DOC), Defense, Dept of (DOD), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), SENATE, State, Dept of (DOS), U.S. Trade Representative (USTR)

H.R. 3652/S. 2092: Protecting Employees and Retirees in Business Bankruptcies Act of 2007

Client expense: $460,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Commerce, Dept of (DOC), Defense, Dept of (DOD), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), SENATE, State, Dept of (DOS), U.S. Trade Representative (USTR)

H.R. 3652/S. 2092: Protecting Employees and Retirees in Business Bankruptcies Act of 2007

Client expense: $460,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Commerce, Dept of (DOC), Defense, Dept of (DOD), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), SENATE, State, Dept of (DOS), U.S. Trade Representative (USTR)

HR 3652, S.2092, Protecting Employees and Retirees in Business Bankruptcies Act of 2007

Client expense: $160,000 · Firm income: Not reported

Mortgage Reform: HR 3221 (Housing Stimulus Bill - includes tax topics); HR 3252; HR 3526; HR 3609; HR 3725; HR 3915; HR 4178; HR 5140; HR 5579; S 2092; S 2133; S 2136; S 2452. Chairmen Dodd and Frank's proposal to use FHA insurance to refinance at-risk mortgages (no bill numbers yet). FHA Reform: HR 1852; S 2338.

Client expense: $1,170,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of, U.S. Trade Representative (USTR)

H.R. 1413 - Aviation Security; H.R. 2744 - Airline Flight Crew Technical Corrections Act; H.R. 2881 - FAA Reauthorization; H.R. 3652 - Bankrupcty Reform S. 1300 - FAA Reauthorization; S. 2059 - Airline Flight Crew Technical Corrections Act; S. 2092 - Bankruptcy Reform; S. 2191 - Climate Control

Client expense: $220,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 3652/S. 2092, Protecting Employees and Retirees in Business Bankruptcies Act

Client expense: $160,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 3652/S.2092, Protecting Employees and Retirees In Business Bankruptcies Act of 2007

Client expense: $320,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Discussions regarding bankruptcy issues Protecting Employees and Retirees in Business Bankruptcies Act of 2007, S. 2092 Protecting Employees and Retirees in Business Bankruptcies Act of 2007, H.R. 3652

Client expense: $1,100,000 · Firm income: Not reported

Bankruptcy Reform, S.2092, HR 3652

Client expense: $240,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Export-Import Bank of the United States (EXIM Bank), HOUSE OF REPRESENTATIVES, SENATE, U.S. International Trade Commission (ITC)

Regulatory Treasury/IRS guidance on hybrid plans including backloading Treasury/IRS guidance on combined plan limit Treasury/IRS/DOL final regulations and other guidance on 403(b) plans Treasury/IRS proposed regulations on single employer plan funding, benefit restrictions, interest rate modifications and mortality tables Treasury/IRS proposed regulations on automatic enrollment contributions Treasury/IRS proposed regulations on health, long term care and disability insurance in a qualified plan Treasury/IRS guidance on 409A and deferred compensation Treasury/IRS transition relief and guidance on 409A corrections Treasury/IRS guidance on nonqualified deferred compensation Section 162 (m) Treasury/IRS guidance on normal retirement age Treasury/IRS proposed guidance on 204(h) notices Treasury/IRS guidance on employer stock diversification DOL proposed regulations on PPA disclosure penalties DOL proposed regulations on selection of annuity providers for individual account plans DOL RFI on 401(k) plan fee and expense disclosure DOL proposed 408(b)(2) regulations for fee disclosure requirements DOL/ERISA Advisory Council Working Groups on participant defined contribution plan benefit statements, financial literacy, participant defined benefit plan statements, fiduciary responsibilities and revenue sharing DOL final regulations and other guidance on Form 5500 DOL final guidance and follow-up on qualified default investment alternative arrangements PBGC proposed regulations to change the variable rate premium (VRP) PBGC proposed guidance related to PPA implementation Shareholder Votes on Executive Compensation Act (H.R. 1257) Tax Equity for Health Plan Beneficiaries Act of 2007 (H.R. 1820) Farm Nutrition and Bioenergy Act of 2007, Food & Energy Security Act of 2007, title as passed (H.R. 2419) Pension Security Act of 2007 (H.R. 2683) Alternative Investments, Amending Internal Revenue Code provisions taxing partnerships involving alternative investments (H.R. 2785) Lilly Ledbetter Fair Pay Act of 2007 (H.R. 2831) Alternative Investments, Treating income received by partners for performing investment management as ordinary income (H.R. 2843) Tax Responsibility Act of 2007 (H.R. 3056) Fair Disclosure for Retirement Security Act of 2007 (H.R. 3185) ADA Restoration Act of 2007 (H.R. 3195) Mutual Fund Fee Reform Act (H.R. 3225) Pension Protection Technical Corrections Act of 2007 (H.R. 3361) Long-Term Care Affordability and Security Act of 2007 (H.R. 3363) Commission on the Tax Treatment of Hedge Funds and Private Equity Act of 2007 (H.R. 3417) Protecting Employees and Retirees in Business Bankruptcies Act of 2007 (H.R. 3652) Defined Contribution Plan Fee Transparency Act of 2007 (H.R. 3765) Bill to Delay the Effective Date of the PPA Funding Rules (H.R. 3868) Tax Reduction and Reform Act of 2007 (H. R. 3970) Offshore Deferred Compensation Reform Act of 2007 (H.R. 3923) The Temporary Tax Relief Act of 2007/Tax Increase Prevention Act of 2007 (H.R. 3996) Defenders of Freedom Tax Relief Act of 2007/Heroes Earnings Assistance and Tax Relief Act of 2007 – title as passed (H.R. 3997) AMT Relief Act of 2007 (H.R. 4351) Senate Tax Equity for Domestic Partner and Health Plan Beneficiaries Act (S. 1556) Defenders of Freedom Tax Relief Act of 2007 (S. 1593) Alternative Investments, Amending Internal Revenue Code provisions taxing partnerships involving alternative investments (S. 1624) Restoring Pension Promises to Workers Act (S. 1725) Fair Pay Restoration Act (S. 1843) Americans with Disabilities Act Restoration Act of 2007 (S. 1881) Pension Protection Technical Corrections Act of 2007 (S. 1974) Independent Contractor Proper Classification Act of 2007 (S. 2044) Protecting Employees and Retirees in Business Bankruptcies Act of 2007 (S. 2092) Offshore Deferred Compensation Reform Act of 2007 (S. 2199) Long-Term Care Affordability and Security Act of 2007 (S. 2337) Defined Contribution Fee Disclosure Act of 2007 (S. 2473) Small Business Tax Relief Act/Children’s Health Insurance (CHIP) Reauthorization Act of 2007, title as passed (H.R. 976)

Discussions regarding bankruptcy issues Protecting Employees and Retirees in Business Bankruptcies Act of 2007, S. 2092 Protecting Employees and Retirees in Business Bankruptcies Act of 2007, H.R. 3652

Client expense: $1,100,000 · Firm income: Not reported

Mortgage Reform: HR 3525; HR 3526; HR 3609; HR 3725; HR 3915; HR 4178; S 2092; S 2133; S 2136; S 2452 Fair Housing Act Reform: HR 1852; S 2238

Client expense: Not reported · Firm income: $2,620,000

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

H.R. 3652/S. 2092: Protecting Employees and Retirees in Business Bankruptcies Act of 2007

Client expense: $740,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Defense, Dept of (DOD), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), SENATE, UNDETERMINED

H.R. 1 - 9/11 Commission Recommendations; H.R. 1413 - Aviation Security; H.R. 2744 - Airline Flight Crew Technical Correction Act; H.R. 3652 - Bankruptcy Reform; H.R. 4343 - Age 60; S. 4 - 9/11 Commission Recommendation; S. 65 - Age 60; S. 1300 FAA Reauthorization; S. 2059 - Airline Flight Crew Technical Corrections Act; S. 2092 - Bankruptcy Reform; S. 2191 - Climate Control

Client expense: $400,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 3652/S.2092, Protecting Employees and Retirees In Business Bankruptcies Act of 2007.

Client expense: $320,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE