Social Security and Medicare Solvency Commission Act

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

Client expense: $515,000 · Firm income: Not reported

Government targets: Centers For Medicare and Medicaid Services (CMS), Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, State, Dept of (DOS), Treasury, Dept of, U.S. Trade & Development Agency (USTDA), U.S. Trade Representative (USTR)

Legislation regarding Medicare and Medicaid Reimbursement issues which include provisions to expand access, improve services, stabilize payments to hospitals and other providers under Medicaid, Medicare, and/or SCHIP by addressing reimbursement, parity, quality, self-referral, workforce, payment issues, rehabilitation hospitals, long term care hospitals, rural hospitals and various regulations. HR 2606, 340B Drug Expansion Act of 2007, to revise and expand the drug discount program under that section to improve the provision of discounts on drug purchases for certain safety net providers. S 355, Social Security and Medicare Solvency Commission Act, to create a permanent, 15-member commission to make recommendations on how best to save the entitlement programs HR 4105; the Medicare Recovery Audit Contractor Program Moratorium Act of 2007 that would enact a one-year, nationwide moratorium on the Recovery Audit Contract (RAC) program. H Con Res 312/S Con Res 70, fiscal year (FY)2009 budget resolutions, Medicare and Medicaid reductions HR 5480/S 2662, Medicare Funding Warning Response Act, various provisions S 2785, Save Medicare Act physician payment, exceptions process for therapy caps, direct billing by independent labs for pathology services, cost-based payment for rural lab services, and provisions allowing certain hospitals to be eligible for wage index reclassification. S. 3101; Medicare Improvements for Patients and Providers physician payment, exceptions process for therapy caps, direct billing by independent labs for pathology services, cost-based payment for rural lab services, and provisions allowing certain hospitals to be eligible for wage index HR 6331, Medicare Improvements for Patients and Providers Act physician payment, exceptions process for therapy caps, direct billing by independent labs for pathology services, cost-based payment for rural lab services, and provisions allowing certain hospitals to be eligible for wage index HR 6252/S3144, would delay for 18 months the Medicare competitive bidding program for durable medical equipment, prosthetics, orthotics and supplies. Supplemental Appropriations Act, 2008 (HR 2642) Sec. 7001. (a) Moratoria on Certain Medicaid Regulations HR 5268: To provide for a temporary increase of the Federal medical assistance percentage under the Medicaid Program HR 7110: Job Creation and Unemployment Relief Act: Title III, temporary increase in Medicaid matching rate S 3656: Preserving Access to Healthcare (PATH) Act -- which would delay cuts to Medicare capital indirect medical education (IME) payments for six months provisions in the developing economic stimulus package to temporarily increase FMAP self-referral HR 1424; Paul Wellstone Mental Health and Addiction Equity Act provision banning the growth of physician-owned specialty hospitals workforce: HR3043/S1710; Labor, HHS Appropriations bill; nursing education, national health service corp, rural health programs, childrens hospitals GME, S 543/HR 1459, Preserving Patient Access to Inpatient Rehabilitation Hospitals Act of 2007"; to extend the 60 percent compliance threshold used to determine whether a hospital or unit of a hospital is an inpatient rehabilitation facility under the Medicare program. HR 3162, "Children's Health and Medicare Protection Act" payment: HR 2206, U.S. Troop Readiness, Veterans' Care, Katrina Recovery, and Iraq Accountability Appropriations Act supplemental appropriations bill (HR 2206) contained moratorium on medicaid regulations regarding capping payment to public providers and GME HR 1480/1741/S 787, to place a two-year moratorium on the Centers for Medicare & Medicaid Services implementation of medicaid regulations regarding capping payment to public providers and GME funding from Section 1011 of the Medicare Modernization Act of 2003 (MMA), HR 1293, Access to Medicare Imaging Act stop the reduction Medicare reimbursements for some medical imaging services HR 882, Access to Emergency Services Act that would increase by 10 percent Medicare reimbursements to physicians who provide care in emergency departments (EDs) or post-stabilization care related to emergency medical conditions in other areas of hospitals HR 552/S 329, The Pulmonary and Cardiac Rehabilitation Act of 2007 to provide for coverage of items and services under a cardiac rehabilitation program and a pulmonary rehabilitation program. HR 3533/S2460, "Public & Teaching Hospital Preservation Act" to extend a moratorium prohibiting CMS from implementing the Medicaid proposed rule that would limit Medicaid payments to public hospitals and narrow the definition of government provider and eliminate Medicaid GME HR 3668, TMA, Abstinence Education, and QI Programs Extension Act includes provision which would mitigate the impact of the behavioral offset in the FY08 Inpatient Prospective Payment System (IPPS) final rule S 2499; Medicare, Medicaid, and SCHIP Extension Act Permanently freezes the inpatient rehabilitation services compliance threshold at 60 percent, Extends for six months the work geographic index floor, for six months the provision that allows independent laboratories to continue to bill Medicare directly for the technical component of certain physician pathology services, Provides reasonable cost reimbursement for clinical lab tests performed by certain small rural hospitals, Section 508 hospitals HR 5268: To provide for a temporary increase of the Federal medical assistance percentage under the Medicaid Program the Fiscal Year (FY) 2009 inpatient prospective payment system (IPPS) final rule eliminated indirect medical education (IME) adjustments to teaching hospitals' capital payments proposed rule to implement National Defense Authorization Act for Fiscal Year 2002" requirement that TRICARE payment methods for outpatient hospital care be determined outpatient reimbursement rules used by Medicare S 3656: to delay cuts to Medicare capital indirect medical education (IME) payments for six months quality S 1226, Children's Health Care Quality Act would allow the Centers for Medicare & Medicaid Services to fund evidence-based demonstrations to improve hospital care for children. HR 1666, Health Care Price Transparency Promotion Act which would build on existing state efforts to report hospital pricing data and require insurers to disclose estimated out-of-pocket costs to consumers S 465; Advance Directives Improvement and Education Act of 2007" to improve access to information about healthcare options and legal rights for care near the end of life rehabilitation hospitals, S543/HR 1459, Preserving Patient Access to Inpatient Rehabilitation Hospitals Act of 2007"; to extend the 60 percent compliance threshold used to determine whether a hospital or unit of a hospital is an inpatient rehabilitation facility under the Medicare program S 2499; Medicare, Medicaid, and SCHIP Extension Act Permanently freezes the inpatient rehabilitation services compliance threshold at 60 percent, rural hospitals, S 1605/HR 2860, Health Care Access and Rural Equity Act (H-CARE) S 1595, Critical Access Hospital Flexibility Act CAHs would gain flexibility to respond to daily and seasonal fluctuations in patient load S 2499;; Medicare, Medicaid, and SCHIP Extension Act Extends for six months the work geographic index floor, for six months the provision that allows independent laboratories to continue to bill Medicare directly for the technical component of certain physician pathology services, Provides reasonable cost reimbursement for clinical lab tests performed by certain small rural hospitals long term care hospitals: HR 562/S338, Medicare Long-Term Care Hospital Improvement establishing facility and patient criteria for long-term care hospitals and related improvements under the Medicare Program. S 2499; Medicare, Medicaid, and SCHIP Extension Act Provides regulatory relief for three years to ensure continued access to current long-term care hospital services, while also imposing a limited moratorium on the development of new, long-term care facilities. Medicaid, HR 2512, Reducing Coverage Gaps for Kids Act To amend titles XIX and XXI of the Social Security Act to prohibit States from requiring eligibility determinations for children for benefits under the Medicaid Program and the State Children's Health Insurance Program (SCHIP) more frequently than once every year. HR 2147, Healthy Kids Act to amend titles XXI and XIX of the Social Security Act to extend the State Children's Health Insurance Program (SCHIP) and streamline enrollment under SCHIP and Medicaid and to amend the Internal Revenue Code of 1986 to provide for a healthy savings tax credit for purchase of children's health coverage. HR1111, Kids Come First Act to ensure that every uninsured child in America has health insurance coverage, HR 1878, To amend title XIX of the Social Security Act to permit States, at their option, to require certain individuals to present satisfactory documentary evidence of proof of citizenship or nationality for purposes of eligibility for Medicaid HR 3533/S2460 "Public & Teaching Hospital Preservation Act" to extend a moratorium prohibiting CMS from implementing the Medicaid proposed rule that would limit Medicaid payments to public hospitals and narrow the definition of government provider and eliminate Medicaid GME HR 5613, Protecting the Medicaid Safety Net Act, temporary, one-year moratorium on seven Medicaid regulations S 2819, Economic Recovery in Health Care Act to implement a one-year moratorium on proposed regulatory changes to Medicaid and the State Childrens Health Insurance Program (SCHIP), and to provide states in need with federal relief HR 2462, the supplemental funding bill for Iraq and Afghanistan provision to place a temporary, one-year moratorium on seven Medicaid regulations, including the rules to limit Medicaid payments to public hospitals and to eliminate Government Medical Education (GME). SCHIP: S 1224, that would reauthorize the State Childrens Health Insurance Program and expand it to allow additional coverage to six million children within 10 years S 895/HR 1535, HR 3162, "Children's Health and Medicare Protection Act" HR 976 in the Senate, Children's Health Insurance Program Reauthorization Act S. 1893, the Children's Health Insurance Program Reauthorization Act of 2007 S 2049, The Better Health for America's Children Act," to block a new policy to limit states' ability to enroll children in the State Children's Health Insurance Program S 2152, Kids First Actalternative SCHIP bill that would restrict coverage to individuals younger than age 19 in low-income families HR 3963; Children's Health Insurance Program Reauthorization Act revised bill to extend and expand the State Childrens Health Insurance Program (SCHIP) S 2499 the bill extends SCHIP through March 31, 2009, and provides adequate funding to states to maintain their current enrollment through that date. HR 3533, "Public & Teaching Hospital Preservation Act" to extend a moratorium prohibiting CMS from implementing the Medicaid proposed rule that would limit Medicaid payments to public hospitals and narrow the definition of government provider and eliminate Medicaid GME regulations including, but not limited to, provisions of PL 106-554, Consolidated Appropriations Act, provisions related to critical access hospitals, inpatient hospital services Direct Graduate Medical Education, Hospital Outpatient Services, Skilled Nursing Facilities, State Children's Health Insurance Program PL 108-173, Medicare Prescription Drug, Improvement, and Modernization Act, provisions related to rural hospitals, inpatient hospital services, skilled nursing facilities, hospice care, hospital outpatient departments, health care quality PL 109-171; Deficit Reduction Act, provisions related to rehabilitation hospitals, medicaid DSH payment, medicare-dependent hospitals, gainsharing, Medicaid, SHCHIP the FY08 IPPS proposed rule, proposed Medicaid rule (CMS 2258-P), the Recovery Audit Contract (RAC) demonstration.

Fiscal Year 2009 Budget. S.Con.Res. 70, H.Con.Res. 312, H.Res. 1036: provisions relating to entitlement spending, federal deficits and Social Security administrative expenses. Budget Process Reforms. H.R. 473, H.R. 489, H.R. 2024, H.R. 3654, H.R. 3655, H.R. 3724, S.15, S. 304, S. 355, S. 1195, S. 2063: provisions establishing commissions on entitlement reform. Fiscal Year 2009 Appropriations. Fiscal Year 2009 Appropriations: H.R. 2638, S. 3230, Labor/HHS/Education FY 2009 Appropriations: pertaining to funding of Social Security Administration Fiscal Year 2009 Appropriations. House Amendment 474 to H.R. 2829, Financial Services FY 2009 Appropriations: pertaining to House Committee Amendment to create Commission on Entitlement programs. Emergency Supplemental Appropriations (also known as the Economic Recovery package). Supported inclusion of additional administrative funding for the Social Security Administration and opposed including reductions in Social Security and Medicare benefits.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Fiscal Year 2009 Budget. S.Con.Res. 70, H.Con.Res. 312, H.Res. 1036: provisions relating to entitlement spending, federal deficits, programs affecting senior citizens, and Social Security administrative expenses. Fiscal Year 2009 Appropriations. S. 3230, H.R. 2638, Labor/HHS/Education FY 2009 Appropriations: provisions pertaining to funding of Social Security Administration, programs authorized by Older Americans Act. Fiscal Year 2009 Appropriations. House Amdt. 474 to H.R. 2829, Financial Services FY 2009 Appropriations: pertaining to House Committee amendment to create Commission on Entitlement programs. Emergency Supplemental Appropriations. S. 3604, H.R. 7110: provisions increasing the federal medical assistance percentage (FMAP) for Medicaid. Emergency Supplemental Appropriations (also known as the Economic Recovery package). Provisions increasing the Federal Medical Assistance Percentages (FMAP) in Medicaid, increasing funding for Older Americans Act meals programs, providing funding for the implementation of health information technology. Supported inclusion of additional administrative funding for the Social Security Administration and opposed including reductions in Social Security and Medicare benefits. Budget Process Reforms. H.J.Res. 38, H.R. 473, H.R. 489, H.R. 689, H.R. 1375, H.R. 1998, H.R. 2024, H.R. 2084, H.R. 2685, H.R. 3654, H.R. 3655, H.R. 3724, S.J.Res. 27, S. 10, S.15, S. 304, S. 355, S. 1186, S. 1195, S. 1279, S. 2063: provisions relating to a legislative line-item veto, discretionary spending cuts, extending the pay-as-you-go requirement, establishing commissions on entitlement reform, setting caps on entitlement spending, requiring accrual accounting for entitlement programs, and federal insurance programs.

Legislation regarding Medicare and Medicaid Reimbursement issues which include provisions to expand access, improve services, stabilize payments to hospitals and other providers under Medicaid, Medicare, and/or SCHIP by addressing reimbursement, parity, quality, self-referral, workforce, payment issues, rehabilitation hospitals, long term care hospitals, rural hospitals and various regulations. HR 2055 Improving Children's Access to Health Care Act, to improve children's access to health care coverage under the Medicaid Program and the State Children's Health Insurance Program (SCHIP). HR 2606, 340B Drug Expansion Act of 2007, to revise and expand the drug discount program under that section to improve the provision of discounts on drug purchases for certain safety net providers. S 355, Social Security and Medicare Solvency Commission Act, to create a permanent, 15-member commission to make recommendations on how best to save the entitlement programs HR 4105; the Medicare Recovery Audit Contractor Program Moratorium Act of 2007 that would enact a one-year, nationwide moratorium on the Recovery Audit Contract (RAC) program. H Con Res 312/S Con Res 70, fiscal year (FY)2009 budget resolutions, Medicare and Medicaid reductions HR 5480/S 2662, Medicare Funding Warning Response Act, various provisions S 2785, Save Medicare Act physician payment, exceptions process for therapy caps, direct billing by independent labs for pathology services, cost-based payment for rural lab services, and provisions allowing certain hospitals to be eligible for wage index reclassification. S. 3101; Medicare Improvements for Patients and Providers physician payment, exceptions process for therapy caps, direct billing by independent labs for pathology services, cost-based payment for rural lab services, and provisions allowing certain hospitals to be eligible for wage index HR 6331, Medicare Improvements for Patients and Providers Act physician payment, exceptions process for therapy caps, direct billing by independent labs for pathology services, cost-based payment for rural lab services, and provisions allowing certain hospitals to be eligible for wage index HR 6252/S3144, would delay for 18 months the Medicare competitive bidding program for durable medical equipment, prosthetics, orthotics and supplies. Supplemental Appropriations Act, 2008 (HR 2642) Sec. 7001. (a) Moratoria on Certain Medicaid Regulations HR 5268: To provide for a temporary increase of the Federal medical assistance percentage under the Medicaid Program HR 7110: Job Creation and Unemployment Relief Act: Title III, temporary increase in Medicaid matching rate S 3656: Preserving Access to Healthcare (PATH) Act -- which would delay cuts to Medicare capital indirect medical education (IME) payments for six months self-referral HR 1424; Paul Wellstone Mental Health and Addiction Equity Act provision banning the growth of physician-owned specialty hospitals workforce, HR3043/S1710; Labor, HHS Appropriations bill; nursing education, national health service corp, rural health programs, childrens hospitals GME, S 543/HR 1459, Preserving Patient Access to Inpatient Rehabilitation Hospitals Act of 2007"; to extend the 60 percent compliance threshold used to determine whether a hospital or unit of a hospital is an inpatient rehabilitation facility under the Medicare program. HR 3162, "Children's Health and Medicare Protection Act" payment: HR 2206, U.S. Troop Readiness, Veterans' Care, Katrina Recovery, and Iraq Accountability Appropriations Act supplemental appropriations bill (HR 2206) contained moratorium on medicaid regulations regarding capping payment to public providers and GME HR 1480/1741/S 787, to place a two-year moratorium on the Centers for Medicare & Medicaid Services implementation of medicaid regulations regarding capping payment to public providers and GME funding from Section 1011 of the Medicare Modernization Act of 2003 (MMA), HR 1293, Access to Medicare Imaging Act stop the reduction Medicare reimbursements for some medical imaging services HR 882, Access to Emergency Services Act that would increase by 10 percent Medicare reimbursements to physicians who provide care in emergency departments (EDs) or post-stabilization care related to emergency medical conditions in other areas of hospitals HR 552/S 329, The Pulmonary and Cardiac Rehabilitation Act of 2007 to provide for coverage of items and services under a cardiac rehabilitation program and a pulmonary rehabilitation program. HR 3533/S2460, "Public & Teaching Hospital Preservation Act" to extend a moratorium prohibiting CMS from implementing the Medicaid proposed rule that would limit Medicaid payments to public hospitals and narrow the definition of government provider and eliminate Medicaid GME HR 3668, TMA, Abstinence Education, and QI Programs Extension Act includes provision which would mitigate the impact of the behavioral offset in the FY08 Inpatient Prospective Payment System (IPPS) final rule S 2499; Medicare, Medicaid, and SCHIP Extension Act Permanently freezes the inpatient rehabilitation services compliance threshold at 60 percent, Extends for six months the work geographic index floor, for six months the provision that allows independent laboratories to continue to bill Medicare directly for the technical component of certain physician pathology services, Provides reasonable cost reimbursement for clinical lab tests performed by certain small rural hospitals, Section 508 hospitals HR 5268: To provide for a temporary increase of the Federal medical assistance percentage under the Medicaid Program quality S 1226, Children's Health Care Quality Act would allow the Centers for Medicare & Medicaid Services to fund evidence-based demonstrations to improve hospital care for children. HR 1666, Health Care Price Transparency Promotion Act which would build on existing state efforts to report hospital pricing data and require insurers to disclose estimated out-of-pocket costs to consumers S 465; Advance Directives Improvement and Education Act of 2007" to improve access to information about healthcare options and legal rights for care near the end of life rehabilitation hospitals, S543/HR 1459, Preserving Patient Access to Inpatient Rehabilitation Hospitals Act of 2007"; to extend the 60 percent compliance threshold used to determine whether a hospital or unit of a hospital is an inpatient rehabilitation facility under the Medicare program S 2499; Medicare, Medicaid, and SCHIP Extension Act Permanently freezes the inpatient rehabilitation services compliance threshold at 60 percent, rural hospitals, S 1605/HR 2860, Health Care Access and Rural Equity Act (H-CARE) S 1595, Critical Access Hospital Flexibility Act CAHs would gain flexibility to respond to daily and seasonal fluctuations in patient load S 2499;; Medicare, Medicaid, and SCHIP Extension Act Extends for six months the work geographic index floor, for six months the provision that allows independent laboratories to continue to bill Medicare directly for the technical component of certain physician pathology services, Provides reasonable cost reimbursement for clinical lab tests performed by certain small rural hospitals long term care hospitals: HR 562/S338, Medicare Long-Term Care Hospital Improvement establishing facility and patient criteria for long-term care hospitals and related improvements under the Medicare Program. S 2499; Medicare, Medicaid, and SCHIP Extension Act Provides regulatory relief for three years to ensure continued access to current long-term care hospital services, while also imposing a limited moratorium on the development of new, long-term care facilities. Medicaid, HR 2512, Reducing Coverage Gaps for Kids Act To amend titles XIX and XXI of the Social Security Act to prohibit States from requiring eligibility determinations for children for benefits under the Medicaid Program and the State Children's Health Insurance Program (SCHIP) more frequently than once every year. HR 2147, Healthy Kids Act to amend titles XXI and XIX of the Social Security Act to extend the State Children's Health Insurance Program (SCHIP) and streamline enrollment under SCHIP and Medicaid and to amend the Internal Revenue Code of 1986 to provide for a healthy savings tax credit for purchase of children's health coverage. HR1111, Kids Come First Act to ensure that every uninsured child in America has health insurance coverage, HR 1878, To amend title XIX of the Social Security Act to permit States, at their option, to require certain individuals to present satisfactory documentary evidence of proof of citizenship or nationality for purposes of eligibility for Medicaid HR 3533/S2460 "Public & Teaching Hospital Preservation Act" to extend a moratorium prohibiting CMS from implementing the Medicaid proposed rule that would limit Medicaid payments to public hospitals and narrow the definition of government provider and eliminate Medicaid GME HR 5613, Protecting the Medicaid Safety Net Act, temporary, one-year moratorium on seven Medicaid regulations S 2819, Economic Recovery in Health Care Act to implement a one-year moratorium on proposed regulatory changes to Medicaid and the State Childrens Health Insurance Program (SCHIP), and to provide states in need with federal relief HR 2462, the supplemental funding bill for Iraq and Afghanistan provision to place a temporary, one-year moratorium on seven Medicaid regulations, including the rules to limit Medicaid payments to public hospitals and to eliminate Government Medical Education (GME). SCHIP: S 1224, that would reauthorize the State Childrens Health Insurance Program and expand it to allow additional coverage to six million children within 10 years S 895/HR 1535, HR 3162, "Children's Health and Medicare Protection Act" HR 976 in the Senate, Children's Health Insurance Program Reauthorization Act S. 1893, the Children's Health Insurance Program Reauthorization Act of 2007 S 2049, The Better Health for America's Children Act," to block a new policy to limit states' ability to enroll children in the State Children's Health Insurance Program S 2152, Kids First Actalternative SCHIP bill that would restrict coverage to individuals younger than age 19 in low-income families HR 3963; Children's Health Insurance Program Reauthorization Act revised bill to extend and expand the State Childrens Health Insurance Program (SCHIP) S 2499 the bill extends SCHIP through March 31, 2009, and provides adequate funding to states to maintain their current enrollment through that date. HR 3533, "Public & Teaching Hospital Preservation Act" to extend a moratorium prohibiting CMS from implementing the Medicaid proposed rule that would limit Medicaid payments to public hospitals and narrow the definition of government provider and eliminate Medicaid GME regulations including, but not limited to, provisions of PL 106-554, Consolidated Appropriations Act, provisions related to critical access hospitals, inpatient hospital services Direct Graduate Medical Education, Hospital Outpatient Services, Skilled Nursing Facilities, State Children's Health Insurance Program PL 108-173, Medicare Prescription Drug, Improvement, and Modernization Act, provisions related to rural hospitals, inpatient hospital services, skilled nursing facilities, hospice care, hospital outpatient departments, health care quality PL 109-171; Deficit Reduction Act, provisions related to rehabilitation hospitals, medicaid DSH payment, medicare-dependent hospitals, gainsharing, Medicaid, SHCHIP the FY08 IPPS proposed rule, proposed Medicaid rule (CMS 2258-P), the Recovery Audit Contract (RAC) demonstration.

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

Fiscal Year 2009 Budget. S.Con.Res. 70, H.Con.Res. 312, H.Res. 1036: provisions relating to entitlement spending, federal deficits and Social Security administrative expenses. Budget Process Reforms. H.R. 473, H.R. 489, H.R. 2024, H.R. 3654, H.R. 3655, H.R. 3724, S.15, S. 304, S. 355, S. 1195, S. 2063: provisions establishing commissions on entitlement reform. Fiscal Year 2009 Appropriations. Labor/HHS/Education FY 2009 Appropriations: pertaining to funding of Social Security Administration. Fiscal Year 2009 Appropriations. House Amendment 474 to H.R. 2829, Financial Services FY 2009 Appropriations: pertaining to House Committee Amendment to create Commission on Entitlement programs.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Fiscal Year 2009 Budget. S.Con.Res. 70, H.Con.Res. 312, H.Res. 1036: provisions relating to entitlement spending, federal deficits, programs affecting senior citizens, and Social Security administrative expenses. Fiscal Year 2009 Appropriations. S. 3230, H.R. 2638, Labor/HHS/Education FY 2009 Appropriations: provisions pertaining to funding of Social Security Administration, programs authorized by Older Americans Act. Fiscal Year 2009 Appropriations. House Amdt. 474 to H.R. 2829, Financial Services FY 2009 Appropriations: pertaining to House Committee Amendment to create Commission on Entitlement programs. Emergency Supplemental Appropriations. S. 3604, H.R. 7110: provisions increasing the federal medical assistance percentage (FMAP) for Medicaid. Budget Process Reforms. H.J.Res. 38, H.R. 473, H.R. 489, H.R. 689, H.R. 1375, H.R. 1998, H.R. 2024, H.R. 2084, H.R. 2685, H.R. 3654, H.R. 3655, H.R. 3724, S.J.Res. 27, S. 10, S.15, S. 304, S. 355, S. 1186, S. 1195, S. 1279, S. 2063: provisions relating to a legislative line-item veto, discretionary spending cuts, extending the pay-as-you-go requirement, establishing commissions on entitlement reform, setting caps on entitlement spending, requiring accrual accounting for entitlement programs, and federal insurance programs.

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

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

Legislation regarding Medicare and Medicaid Reimbursement issues which include provisions to expand access, improve services, stabilize payments to hospitals and other providers under Medicaid, Medicare, and/or SCHIP by addressing reimbursement, parity, quality, self-referral, workforce, payment issues, rehabilitation hospitals, long term care hospitals, rural hospitals and various regulations. HR 2055 Improving Children's Access to Health Care Act, to improve children's access to health care coverage under the Medicaid Program and the State Children's Health Insurance Program (SCHIP). HR 2606, 340B Drug Expansion Act of 2007, to revise and expand the drug discount program under that section to improve the provision of discounts on drug purchases for certain safety net providers. S 355, Social Security and Medicare Solvency Commission Act, to create a permanent, 15-member commission to make recommendations on how best to save the entitlement programs HR 4105; the Medicare Recovery Audit Contractor Program Moratorium Act of 2007 that would enact a one-year, nationwide moratorium on the Recovery Audit Contract (RAC) program. H Con Res 312/S Con Res 70, fiscal year (FY)2009 budget resolutions, Medicare and Medicaid reductions HR 5480/S 2662, Medicare Funding Warning Response Act, various provisions S 2785, Save Medicare Act physician payment, exceptions process for therapy caps, direct billing by independent labs for pathology services, cost-based payment for rural lab services, and provisions allowing certain hospitals to be eligible for wage index reclassification. S. 3101; Medicare Improvements for Patients and Providers physician payment, exceptions process for therapy caps, direct billing by independent labs for pathology services, cost-based payment for rural lab services, and provisions allowing certain hospitals to be eligible for wage index HR 6331, Medicare Improvements for Patients and Providers Act physician payment, exceptions process for therapy caps, direct billing by independent labs for pathology services, cost-based payment for rural lab services, and provisions allowing certain hospitals to be eligible for wage index HR 6252/S3144, would delay for 18 months the Medicare competitive bidding program for durable medical equipment, prosthetics, orthotics and supplies. self-referral HR 1424; Paul Wellstone Mental Health and Addiction Equity Act provision banning the growth of physician-owned specialty hospitals workforce, HR3043/S1710; Labor, HHS Appropriations bill; nursing education, national health service corp, rural health programs, childrens hospitals GME, S 543/HR 1459, Preserving Patient Access to Inpatient Rehabilitation Hospitals Act of 2007"; to extend the 60 percent compliance threshold used to determine whether a hospital or unit of a hospital is an inpatient rehabilitation facility under the Medicare program. HR 3162, "Children's Health and Medicare Protection Act" payment: HR 2206, U.S. Troop Readiness, Veterans' Care, Katrina Recovery, and Iraq Accountability Appropriations Act supplemental appropriations bill (HR 2206) contained moratorium on medicaid regulations regarding capping payment to public providers and GME HR 1480/1741/S 787, to place a two-year moratorium on the Centers for Medicare & Medicaid Services implementation of medicaid regulations regarding capping payment to public providers and GME funding from Section 1011 of the Medicare Modernization Act of 2003 (MMA), HR 1293, Access to Medicare Imaging Act stop the reduction Medicare reimbursements for some medical imaging services HR 882, Access to Emergency Services Act that would increase by 10 percent Medicare reimbursements to physicians who provide care in emergency departments (EDs) or post-stabilization care related to emergency medical conditions in other areas of hospitals HR 552/S 329, The Pulmonary and Cardiac Rehabilitation Act of 2007 to provide for coverage of items and services under a cardiac rehabilitation program and a pulmonary rehabilitation program. HR 3533/S2460, "Public & Teaching Hospital Preservation Act" to extend a moratorium prohibiting CMS from implementing the Medicaid proposed rule that would limit Medicaid payments to public hospitals and narrow the definition of government provider and eliminate Medicaid GME HR 3668, TMA, Abstinence Education, and QI Programs Extension Act includes provision which would mitigate the impact of the behavioral offset in the FY08 Inpatient Prospective Payment System (IPPS) final rule S 2499; Medicare, Medicaid, and SCHIP Extension Act Permanently freezes the inpatient rehabilitation services compliance threshold at 60 percent, Extends for six months the work geographic index floor, for six months the provision that allows independent laboratories to continue to bill Medicare directly for the technical component of certain physician pathology services, Provides reasonable cost reimbursement for clinical lab tests performed by certain small rural hospitals, Section 508 hospitals quality S 1226, Children's Health Care Quality Act would allow the Centers for Medicare & Medicaid Services to fund evidence-based demonstrations to improve hospital care for children. HR 1666, Health Care Price Transparency Promotion Act which would build on existing state efforts to report hospital pricing data and require insurers to disclose estimated out-of-pocket costs to consumers S 465; Advance Directives Improvement and Education Act of 2007" to improve access to information about healthcare options and legal rights for care near the end of life rehabilitation hospitals, S543/HR 1459, Preserving Patient Access to Inpatient Rehabilitation Hospitals Act of 2007"; to extend the 60 percent compliance threshold used to determine whether a hospital or unit of a hospital is an inpatient rehabilitation facility under the Medicare program S 2499; Medicare, Medicaid, and SCHIP Extension Act Permanently freezes the inpatient rehabilitation services compliance threshold at 60 percent, rural hospitals, S 1605/HR 2860, Health Care Access and Rural Equity Act (H-CARE) S 1595, Critical Access Hospital Flexibility Act CAHs would gain flexibility to respond to daily and seasonal fluctuations in patient load S 2499;; Medicare, Medicaid, and SCHIP Extension Act Extends for six months the work geographic index floor, for six months the provision that allows independent laboratories to continue to bill Medicare directly for the technical component of certain physician pathology services, Provides reasonable cost reimbursement for clinical lab tests performed by certain small rural hospitals long term care hospitals: HR 562/S338, Medicare Long-Term Care Hospital Improvement establishing facility and patient criteria for long-term care hospitals and related improvements under the Medicare Program. S 2499; Medicare, Medicaid, and SCHIP Extension Act Provides regulatory relief for three years to ensure continued access to current long-term care hospital services, while also imposing a limited moratorium on the development of new, long-term care facilities. Medicaid, HR 2512, Reducing Coverage Gaps for Kids Act To amend titles XIX and XXI of the Social Security Act to prohibit States from requiring eligibility determinations for children for benefits under the Medicaid Program and the State Children's Health Insurance Program (SCHIP) more frequently than once every year. HR 2147, Healthy Kids Act to amend titles XXI and XIX of the Social Security Act to extend the State Children's Health Insurance Program (SCHIP) and streamline enrollment under SCHIP and Medicaid and to amend the Internal Revenue Code of 1986 to provide for a healthy savings tax credit for purchase of children's health coverage. HR1111, Kids Come First Act to ensure that every uninsured child in America has health insurance coverage, HR 1878, To amend title XIX of the Social Security Act to permit States, at their option, to require certain individuals to present satisfactory documentary evidence of proof of citizenship or nationality for purposes of eligibility for Medicaid HR 3533/S2460 "Public & Teaching Hospital Preservation Act" to extend a moratorium prohibiting CMS from implementing the Medicaid proposed rule that would limit Medicaid payments to public hospitals and narrow the definition of government provider and eliminate Medicaid GME HR 5613, Protecting the Medicaid Safety Net Act, temporary, one-year moratorium on seven Medicaid regulations S 2819, Economic Recovery in Health Care Act to implement a one-year moratorium on proposed regulatory changes to Medicaid and the State Childrens Health Insurance Program (SCHIP), and to provide states in need with federal relief HR 2462, the supplemental funding bill for Iraq and Afghanistan provision to place a temporary, one-year moratorium on seven Medicaid regulations, including the rules to limit Medicaid payments to public hospitals and to eliminate Government Medical Education (GME). SCHIP: S 1224, that would reauthorize the State Childrens Health Insurance Program and expand it to allow additional coverage to six million children within 10 years S 895/HR 1535, HR 3162, "Children's Health and Medicare Protection Act" HR 976 in the Senate, Children's Health Insurance Program Reauthorization Act S. 1893, the Children's Health Insurance Program Reauthorization Act of 2007 S 2049, The Better Health for America's Children Act," to block a new policy to limit states' ability to enroll children in the State Children's Health Insurance Program S 2152, Kids First Actalternative SCHIP bill that would restrict coverage to individuals younger than age 19 in low-income families HR 3963; Children's Health Insurance Program Reauthorization Act revised bill to extend and expand the State Childrens Health Insurance Program (SCHIP) S 2499 the bill extends SCHIP through March 31, 2009, and provides adequate funding to states to maintain their current enrollment through that date. HR 3533, "Public & Teaching Hospital Preservation Act" to extend a moratorium prohibiting CMS from implementing the Medicaid proposed rule that would limit Medicaid payments to public hospitals and narrow the definition of government provider and eliminate Medicaid GME regulations including, but not limited to, provisions of PL 106-554, Consolidated Appropriations Act, provisions related to critical access hospitals, inpatient hospital services Direct Graduate Medical Education, Hospital Outpatient Services, Skilled Nursing Facilities, State Children's Health Insurance Program PL 108-173, Medicare Prescription Drug, Improvement, and Modernization Act, provisions related to rural hospitals, inpatient hospital services, skilled nursing facilities, hospice care, hospital outpatient departments, health care quality PL 109-171; Deficit Reduction Act, provisions related to rehabilitation hospitals, medicaid DSH payment, medicare-dependent hospitals, gainsharing, Medicaid, SHCHIP the FY08 IPPS proposed rule, proposed Medicaid rule (CMS 2258-P), the Recovery Audit Contract (RAC) demonstration.

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

Fiscal Year 2009 Budget. S.Con.Res. 70, H.Con.Res. 312, H.Res. 1036: provisions relating to entitlement spending, federal deficits, programs affecting senior citizens, and Social Security administrative expenses. Fiscal Year 2009 Appropriations. [Unnumbered] Labor/HHS/Education FY 2009 Appropriations: pertaining to funding of Social Security Administration, programs authorized by Older Americans Act. [Unnumbered] Financial Services FY 2009 Appropriations: pertaining to House Committee Amendment to create Commission on Entitlement Programs. Budget Process Reforms. H.J.Res. 38, H.R. 473, H.R. 489, H.R. 689, H.R. 1375, H.R. 1998, H.R. 2024, H.R. 2084, H.R. 2685, H.R. 3654, H.R. 3655, H.R. 3724, S.J.Res. 27, S. 10, S.15, S. 304, S. 355, S. 1186, S. 1195, S. 1279, S. 2063: provisions relating to a legislative line-item veto, discretionary spending cuts, extending the pay-as-you-go requirement, establishing commissions on entitlement reform, setting caps on entitlement spending, requiring accrual accounting for entitlement programs, and federal insurance programs.

Client expense: $440,000 · Firm income: Not reported

Fiscal Year 2009 Budget. S.Con.Res. 70, H.Con.Res. 312, H.Res. 1036: provisions relating to entitlement spending, federal deficits and Social Security administrative expenses. Budget Process Reforms. H.R. 473, H.R. 489, H.R. 2024, H.R. 3654, H.R. 3655, H.R. 3724, S.15, S. 304, S. 355, S. 1195, S. 2063: provisions establishing commissions on entitlement reform. Fiscal Year 2009 Appropriations. Labor/HHS/Education FY 2009 Appropriations: pertaining to funding of Social Security Administration, Financial Services FY 2009 Appropriations: pertaining to House Committee Amendment to create Commission on Entitlement programs.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Legislation regarding Medicare and Medicaid Reimbursement issues which include provisions to expand access, improve services, stabilize payments to hospitals and other providers under Medicaid, Medicare, and/or SCHIP by addressing reimbursement, parity, quality, self-referral, workforce, payment issues, rehabilitation hospitals, long term care hospitals, rural hospitals and various regulations. HR 2055 Improving Children's Access to Health Care Act, to improve children's access to health care coverage under the Medicaid Program and the State Children's Health Insurance Program (SCHIP). HR 2606, 340B Drug Expansion Act of 2007, to revise and expand the drug discount program under that section to improve the provision of discounts on drug purchases for certain safety net providers. S 355, Social Security and Medicare Solvency Commission Act, to create a permanent, 15-member commission to make recommendations on how best to save the entitlement programs HR 4105; the Medicare Recovery Audit Contractor Program Moratorium Act of 2007 that would enact a one-year, nationwide moratorium on the Recovery Audit Contract (RAC) program. H Con Res 312/S Con Res 70, fiscal year (FY)2009 budget resolutions, Medicare and Medicaid reductions HR 5480/S 2662, Medicare Funding Warning Response Act, various provisions self-referral HR 1424; Paul Wellstone Mental Health and Addiction Equity Act provision banning the growth of physician-owned specialty hospitals workforce, HR3043/S1710; Labor, HHS Appropriations bill; nursing education, national health service corp, rural health programs, childrens hospitals GME, S 543/HR 1459, Preserving Patient Access to Inpatient Rehabilitation Hospitals Act of 2007"; to extend the 60 percent compliance threshold used to determine whether a hospital or unit of a hospital is an inpatient rehabilitation facility under the Medicare program. HR 3162, "Children's Health and Medicare Protection Act" payment: HR 2206, U.S. Troop Readiness, Veterans' Care, Katrina Recovery, and Iraq Accountability Appropriations Act supplemental appropriations bill (HR 2206) contained moratorium on medicaid regulations regarding capping payment to public providers and GME HR 1480/1741/S 787, to place a two-year moratorium on the Centers for Medicare & Medicaid Services implementation of medicaid regulations regarding capping payment to public providers and GME funding from Section 1011 of the Medicare Modernization Act of 2003 (MMA), HR 1293, Access to Medicare Imaging Act stop the reduction Medicare reimbursements for some medical imaging services HR 882, Access to Emergency Services Act that would increase by 10 percent Medicare reimbursements to physicians who provide care in emergency departments (EDs) or post-stabilization care related to emergency medical conditions in other areas of hospitals HR 552/S 329, The Pulmonary and Cardiac Rehabilitation Act of 2007 to provide for coverage of items and services under a cardiac rehabilitation program and a pulmonary rehabilitation program. HR 3533/S2460, "Public & Teaching Hospital Preservation Act" to extend a moratorium prohibiting CMS from implementing the Medicaid proposed rule that would limit Medicaid payments to public hospitals and narrow the definition of government provider and eliminate Medicaid GME HR 3668, TMA, Abstinence Education, and QI Programs Extension Act includes provision which would mitigate the impact of the behavioral offset in the FY08 Inpatient Prospective Payment System (IPPS) final rule S 2499; Medicare, Medicaid, and SCHIP Extension Act Permanently freezes the inpatient rehabilitation services compliance threshold at 60 percent, Extends for six months the work geographic index floor, for six months the provision that allows independent laboratories to continue to bill Medicare directly for the technical component of certain physician pathology services, Provides reasonable cost reimbursement for clinical lab tests performed by certain small rural hospitals, Section 508 hospitals quality S 1226, Children's Health Care Quality Act would allow the Centers for Medicare & Medicaid Services to fund evidence-based demonstrations to improve hospital care for children. HR 1666, Health Care Price Transparency Promotion Act which would build on existing state efforts to report hospital pricing data and require insurers to disclose estimated out-of-pocket costs to consumers S 465; Advance Directives Improvement and Education Act of 2007" to improve access to information about healthcare options and legal rights for care near the end of life rehabilitation hospitals, S543/HR 1459, Preserving Patient Access to Inpatient Rehabilitation Hospitals Act of 2007"; to extend the 60 percent compliance threshold used to determine whether a hospital or unit of a hospital is an inpatient rehabilitation facility under the Medicare program S 2499; Medicare, Medicaid, and SCHIP Extension Act Permanently freezes the inpatient rehabilitation services compliance threshold at 60 percent, rural hospitals, S 1605/HR 2860, Health Care Access and Rural Equity Act (H-CARE) S 1595, Critical Access Hospital Flexibility Act CAHs would gain flexibility to respond to daily and seasonal fluctuations in patient load S 2499;; Medicare, Medicaid, and SCHIP Extension Act Extends for six months the work geographic index floor, for six months the provision that allows independent laboratories to continue to bill Medicare directly for the technical component of certain physician pathology services, Provides reasonable cost reimbursement for clinical lab tests performed by certain small rural hospitals long term care hospitals: HR 562/S338 Medicare Long-Term Care Hospital Improvement establishing facility and patient criteria for long-term care hospitals and related improvements under the Medicare Program. S 2499; Medicare, Medicaid, and SCHIP Extension Act Provides regulatory relief for three years to ensure continued access to current long-term care hospital services, while also imposing a limited moratorium on the development of new, long-term care facilities. Medicaid, HR 2512, Reducing Coverage Gaps for Kids Act To amend titles XIX and XXI of the Social Security Act to prohibit States from requiring eligibility determinations for children for benefits under the Medicaid Program and the State Children's Health Insurance Program (SCHIP) more frequently than once every year. HR 2147, Healthy Kids Act to amend titles XXI and XIX of the Social Security Act to extend the State Children's Health Insurance Program (SCHIP) and streamline enrollment under SCHIP and Medicaid and to amend the Internal Revenue Code of 1986 to provide for a healthy savings tax credit for purchase of children's health coverage. HR1111, Kids Come First Act to ensure that every uninsured child in America has health insurance coverage, HR 1878, To amend title XIX of the Social Security Act to permit States, at their option, to require certain individuals to present satisfactory documentary evidence of proof of citizenship or nationality for purposes of eligibility for Medicaid HR 3533/S2460 "Public & Teaching Hospital Preservation Act" to extend a moratorium prohibiting CMS from implementing the Medicaid proposed rule that would limit Medicaid payments to public hospitals and narrow the definition of government provider and eliminate Medicaid GME HR 5613, Protecting the Medicaid Safety Net Act, temporary, one-year moratorium on seven Medicaid regulations SCHIP: S 1224, that would reauthorize the State Childrens Health Insurance Program and expand it to allow additional coverage to six million children within 10 years S 895/HR 1535, HR 3162, "Children's Health and Medicare Protection Act" HR 976 in the Senate, Children's Health Insurance Program Reauthorization Act S. 1893, the Children's Health Insurance Program Reauthorization Act of 2007 S 2049, The Better Health for America's Children Act," to block a new policy to limit states' ability to enroll children in the State Children's Health Insurance Program S 2152, Kids First Actalternative SCHIP bill that would restrict coverage to individuals younger than age 19 in low-income families HR 3963; Children's Health Insurance Program Reauthorization Act revised bill to extend and expand the State Childrens Health Insurance Program (SCHIP) S 2499 the bill extends SCHIP through March 31, 2009, and provides adequate funding to states to maintain their current enrollment through that date. HR 3533, "Public & Teaching Hospital Preservation Act" to extend a moratorium prohibiting CMS from implementing the Medicaid proposed rule that would limit Medicaid payments to public hospitals and narrow the definition of government provider and eliminate Medicaid GME regulations including, but not limited to, provisions of PL 106-554, Consolidated Appropriations Act, provisions related to critical access hospitals, inpatient hospital services Direct Graduate Medical Education, Hospital Outpatient Services, Skilled Nursing Facilities, State Children's Health Insurance Program PL 108-173, Medicare Prescription Drug, Improvement, and Modernization Act, provisions related to rural hospitals, inpatient hospital services, skilled nursing facilities, hospice care, hospital outpatient departments, health care quality PL 109-171; Deficit Reduction Act, provisions related to rehabilitation hospitals, medicaid DSH payment, medicare-dependent hospitals, gainsharing, Medicaid, SHCHIP the FY08 IPPS proposed rule, proposed Medicaid rule (CMS 2258-P), the Recovery Audit Contract (RAC) demonstration.

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

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

Fiscal Year 2009 Budget. S.Con.Res. 70, H.Con.Res. 312, H.Res. 1036: provisions relating to entitlement spending, federal deficits, the Centers for Disease Control and Prevention, programs affecting senior citizens, and Social Security administrative expenses. Budget Process Reforms. H.J.Res. 38, H.R. 473, H.R. 489, H.R. 689, H.R. 1375, H.R. 1998, H.R. 2024, H.R. 2084, H.R. 2685, H.R. 3654, H.R. 3655, H.R. 3724, S.J.Res. 27, S. 10, S.15, S. 304, S. 355, S. 1186, S. 1195, S. 1279, S. 2063: provisions relating to a legislative line-item veto, discretionary spending cuts, extending the pay-as-you-go requirement, establishing commissions on entitlement reform, setting caps on entitlement spending, requiring accrual accounting for entitlement programs, and federal insurance programs.

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

Fiscal Year 2009 Budget. S.Con.Res. 70, H.Con.Res. 312, H.Res. 1036: provisions relating to entitlement spending, federal deficits and Social Security administrative expenses. Budget Process Reforms. H.R. 473, H.R. 489, H.R. 2024, H.R. 3654, H.R. 3655, H.R. 3724, S.15, S. 304, S. 355, S. 1195, S. 2063: provisions establishing commissions on entitlement reform.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

2008 Budget Resolution. S.Con.Res. 21, H.Con.Res. 99, H.Res. 370: provisions relating to entitlement spending and deficits. Budget Process Reforms. 1) H.J.Res. 1, H.J.Res. 7, H.J.Res. 10, H.J.Res. 21, H.J.Res. 45: proposing a balanced budget amendment to the Constitution of the United States. 2) H.Res. 6, H.R. 473, H.R. 689, H.R. 1375, H.R. 1998, H.R. 2024, H.R. 2084, H.R. 2685, H.R. 3654, H.R. 3724, H.Amdt. 474, S. 10, S. 15, S. 304, S. 355, S. 1186, S. 1195, S. 1279, S.Amdt. 101: provisions establishing a legislative line-item veto, pertaining to discretionary spending cuts, extending the pay-as-you-go requirement, establishing commissions on entitlement reform, establishing caps on entitlement spending, requiring accrual accounting for entitlement programs and addressing federal insurance programs. 3) Efforts to close the payroll tax gap (no pending legislation). FY 2007 Appropriations. H.J.Res. 20: pertaining to Social Security Administration funding. FY 2008 Appropriations. H.R. 2764, H.R. 3042, H.R. 3043, S. 1710, S.Amdt. 3440, H.Res. 547, H.Res.794: provisions pertaining to funding the Department of Health and Human Services, the Social Security Administration, the Older Americans Act, the Senior Corps program, Systems Change Grants, the Community Services Block Grant program, the Social Services Block Grant program, the Low Income Home Energy Assistance Program (LIHEAP) state block grant, local community service organizations, State Health Insurance Assistance Programs (SHIPs), and the geriatric health professions program.

Client expense: $4,440,000 · Firm income: Not reported

2008 Budget Resolution. 1) S.Con.Res. 21, H.Con.Res. 99, H.Res. 370: provisions relating to entitlement spending and deficits. Budget Process Reforms. 1) H.J.Res. 1, H.J.Res. 7, H.J.Res. 10, H.J.Res. 21, H.J.Res. 45: Proposing a balanced budget amendment to the Constitution of the United States. 2) H.R. 689, H.R. 1375, H.R. 1998, H.R. 2024, H.R. 2084, H.R. 2685, S. 10, S.15, S. 304, S. 355, S. 1186, S. 1195, S. 1279: provisions pertaining to establishing a legislative line-item veto, discretionary spending cuts, extending the pay-as-you-go requirement, establishing Commissions on entitlement reform, establishing caps on entitlement spending, requiring accrual accounting for entitlement programs, and provisions addressing federal insurance programs. 3) No legislation: efforts within Senate Finance Committee to close the payroll tax gap. FY 2007 Appropriations. H.J.Res. 20: provisions pertaining to Social Security Administration funding. FY 2008 Appropriations. 1) H.R. 3043, S. 1710: provisions pertaining to funding the Department of Health and Human Services, the Social Security Administration, the Older Americans Act, the Senior Corps program, Systems Change Grants, the Community Services Block Grant program, the Social Services Block Grant program, the Low Income Home Energy Assistance Program (LIHEAP) state block grant, local community service organizations, State Health Insurance Assistance Programs (SHIPs), and the geriatric health professions program.

Client expense: $4,860,000 · Firm income: Not reported

HR 3963/S 1893 - Children's Health Insurance Program Reauthorization Act of 2007 S 2460 - One Year Extension of Medicare/Medicaid HR 2159 - Rural Health Services Preservation Act of 2007 S 355 - Social Security and Medicare Solvency Commission Act

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

Government targets: Agriculture, Dept of (USDA), Centers For Medicare and Medicaid Services (CMS), Defense, Dept of (DOD), Education, Dept of, Energy, Dept of, Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Homeland Security, Dept of (DHS), Natl Aeronautics & Space Administration (NASA), Natl Institutes of Health (NIH), Natl Oceanic & Atmospheric Administration (NOAA), Natl Science Foundation (NSF), SENATE, Veterans Affairs, Dept of (VA), White House Office

amendment to the Constitution of the United States. 2) H.Res. 6, H.R. 473, H.R. 689, H.R. 1375, H.R. 1998, H.R. 2024, H.R. 2084, H.R. 2685, H.R. 3654, H.R. 3724, H.Amdt. 474, S. 10, S. 15, S. 304, S. 355, S. 1186, S. 1195, S. 1279, S.Amdt. 101: provisions establishing a legislative line-item veto, pertaining to discretionary spending cuts, extending the pay-as-you-go requirement, establishing commissions on entitlement reform, establishing caps on entitlement spending, requiring accrual accounting for entitlement programs and addressing federal insurance programs. 3) Efforts to close the payroll tax gap (no pending legislation). FY 2007 Appropriations. H.J.Res. 20: pertaining to Social Security Administration funding. FY 2008 Appropriations. H.R. 2764, H.R. 3042, H.R. 3043, S. 1710, S.Amdt. 3440, H.Res. 547, H.Res.794: provisions pertaining to funding the Department of Health and Human Services, the Social Security Administration, the Older Americans Act, the Senior Corps program, Systems Change Grants, the Community Services Block Grant program, the Social Services Block Grant program, the Low Income Home Energy Assistance Program (LIHEAP) state block grant, local community service organizations, State Health Insurance Assistance Programs (SHIPs), and the geriatric health professions program. 2008 Budget Resolution. S.Con.Res. 21, H.Con.Res. 99, H.Res. 370: provisions relating to entitlement spending and deficits. Budget Process Reforms. 1) H.J.Res. 1, H.J.Res. 7, H.J.Res. 10, H.J.Res. 21, H.J.Res. 45: proposing a balanced budget

Client expense: $4,440,000 · Firm income: Not reported

H.R.69: To amend title II of the Social Security Act to eliminate the 5-month waiting period for entitlement to disability benefits and to eliminate reconsideration as an intervening step between initial benefit entitlement decisions and subsequent hearings on the record on such decisions. H.R.726: To amend title II of the Social Security Act to restrict the application of the windfall elimination provision to individuals whose combined monthly income from benefits under such title and other monthly periodic payments exceeds a minimum COLA-adjusted amount of $2,500 and to provide for a graduated implementation of such provision on amounts above such minimum amount. H.R.732: To amend title II of the Social Security Act to reduce from 10 to 5 the number of years of marriage prior to divorce required for a divorced spouse to be eligible for benefits under such title. H.R.1090: To amend the Social Security Act and the Internal Revenue Code of 1986 to preserve and strengthen the Social Security Program through the creation of personal Social Security guarantee accounts ensuring full benefits for all workers and their families, restoring long-term Social Security solvency, to make certain benefit improvements, and for other purposes. H.R.1158: To amend title II of the Social Security Act to eliminate the two-year waiting period for divorced spouse's benefits following the divorce. H.R.1160: To amend title II of the Social Security Act to provide for increases in widow's and widower's insurance benefits by reason of delayed retirement. H.R.1161: To amend title II of the Social Security Act to credit prospectively individuals serving as caregivers of dependent relatives with deemed wages for up to five years of such service. H.R.1349: To amend the Internal Revenue Code of 1986 to repeal the 1993 increase in income taxes on Social Security benefits. H.R.1380: To amend title II of the Social Security Act to provide that a monthly insurance benefit thereunder shall be paid for the month in which the recipient dies, subject to a reduction of 50 percent if the recipient dies during the first 15 days of such month, and for other purposes. H.R.2032: To require the establishment of a Consumer Price Index for Elderly Consumers to compute cost-of-living increases for Social Security and Medicare benefits under titles II and XVIII of the Social Security Act. H.R.2103: To amend title IV of the Employee Retirement Income Security Act of 1974 to require the Pension Benefit Guaranty Corporation, in the case of airline pilots who are required by regulation to retire at age 60, to compute the actuarial value of monthly benefits in the form of a life annuity commencing at age 60. H.R.2167: To amend the Internal Revenue Code of 1986 to allow employees not covered by qualified retirement plans to save for retirement through automatic payroll deposit IRAs, to facilitate similar saving by the self-employed, and for other purposes. H.R.2355: To amend the Internal Revenue Code of 1986 to extend the authority for penalty-free withdrawals from retirement plans by military reservists or national guardsmen called to active duty for extended periods. H.R.2591:To amend part B of title XVIII of the Social Security Act to limit the penalty for late enrollment under part B of the Medicare Program to 10 percent and twice the period of no enrollment, and to exclude periods of COBRA and retiree coverage from such late enrollment penalty. H.R. 2657: To amend the Employee Retirement Income Security Act of 1974 to ensure that employees are not improperly disqualified from benefits under pension plans and welfare plans based on the misclassification or reclassification of their status. H.R.2683: To amend title I of the Employee Retirement Income Security Act of 1974 to require in the annual report of each defined benefit pension plan disclosure of plan investments in hedge funds. S.43: A bill to amend title II of the Social Security Act to preserve and protect Social Security benefits of American workers and to help ensure greater congressional oversight of the Social Security system by requiring that both Houses of Congress approve a totalization agreement before the agreement, giving foreign workers Social Security benefits, can go into effect. S.137: A bill to amend title XVIII of the Social Security Act to provide additional beneficiary protections. S.190: A bill to provide a technical correction to the Pension Protection Act of 2006. S.191: A bill to provide relief for all air carriers with pension plans that are not frozen pension plans. S.355: A bill to establish a National Commission on Entitlement Solvency. S.1010: A bill to amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments from annuities and similar payments of life insurance proceeds at dates later than death by excluding from income a portion of such payments. S.1141: A bill to amend the Internal Revenue Code of 1986 to allow employees not covered by qualified retirement plans to save for retirement through automatic payroll deposit IRAs, to facilitate similar saving by the self-employed, and for other purposes. S.1254: A bill to amend title II of the Social Security Act to provide that the reductions in social security benefits which are required in the case of spouses and surviving spouses who are also receiving certain government pensions shall be equal to the amount by which two-thirds of the total amount of the combined monthly benefit (before reduction) and monthly pension exceeds $1,200, adjusted for inflation. S.1270: A bill to amend title IV of the Employee Retirement Income Security Act of 1974 to require the Pension Benefit Guaranty Corporation, in the case of airline pilots who are required by regulation to retire at age 60, to compute the actuarial value of monthly benefits in the form of a life annuity commencing at age 60. S.1288: A bill to amend the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974 to increase the retirement security of women and small business owners, and for other purposes. S.1533: A bill to amend the Internal Revenue Code of 1986 to allow certain coins to be acquired by individual retirement accounts and other individually directed pension plan accounts, and for other purposes. S.1636: A bill to amend the Internal Revenue Code of 1986 to permanently allow penalty-free withdrawals from retirement plans for individuals called to active duty for at least 179 days. S. 1725: to amend the Employee Retirement Income Security Act of 1974, the Internal Revenue Code of 1986, and title 5, U.S. Code, to improve the protection of pension benefits, and for other purposes. S.RES.67: A resolution designating March 2007 as "Go Direct Month". S.RES.240: A resolution designating October 21 through October 27, 2007, as "National Save for Retirement Week". H.R.82: To amend title II of the Social Security Act to repeal the Government pension offset and windfall elimination provisions. H.R.93: To amend the Congressional Budget Act of 1974 to protect Social Security beneficiaries against any reduction in benefits. H.R.138: To require an employer to take action after receiving official notice that an individual's Social Security account number does not match the individual's name, and for other purposes. H.R.149: To amend title II of the Social Security Act to remove the limitation upon the amount of outside income which an individual may earn while receiving benefits under such title, and for other purposes. H.R.191: To amend the Internal Revenue Code of 1986 to repeal the inclusion in gross income of Social Security benefits. H.R.192: To amend the Internal Revenue Code of 1986 to repeal the 1993 increase in taxes on Social Security benefits. H.R.219: To amend title II of the Social Security Act to ensure the integrity of the Social Security trust funds by requiring the Managing Trustee to invest the annual surplus of such trust funds in marketable interest-bearing obligations of the United States and certificates of deposit in depository institutions insured by the Federal Deposit Insurance Corporation, and to protect such trust funds from the public debt limit. H.R.279: To amend title II of the Social Security Act to provide for Congressional oversight and approval of totalization agreements. H.R.288: To amend title II of the Social Security Act to provide for an improved benefit computation formula for workers affected by the changes in benefit computation rules enacted in the Social Security Amendments of 1977 who attain age 65 during the 10-year period after 1981 and before 1992 (and related beneficiaries) and to provide prospectively for increases in their benefits accordingly. H.R.332: To amend title II of the Social Security Act to provide that wages earned, and self-employment income derived, by individuals while such individuals were not citizens or nationals of the United States and were illegally in the United States shall not be credited for coverage under the old-age, survivors, and disability insurance program under such title. H.R.340: To amend title II of the Social Security Act to allow remarried widows, widowers, and surviving divorced spouses to become or remain entitled to widow's or widower's insurance benefits if the prior marriage was for at least 10 years. H.R.341: To amend title II of the Social Security Act to provide for payment of lump-sum death payments upon the death of a spouse. H.R.368: To amend title II of the Social Security Act to allow workers who attain age 65 after 1981 and before 1992 to choose either lump sum payments over four years totalling $5,000 or an improved benefit computation formula under a new 10-year rule governing the transition to the changes in benefit computation rules enacted in the Social Security Amendments of 1977, and for other purposes. H.R.581: To amend title II of the Social Security Act to establish a Social Security Surplus Protection Account in the Federal Old-Age and Survivors Insurance Trust Fund to hold the Social Security surplus, to provide for suspension of investment of amounts held in the Account until enactment of legislation providing for investment of the Trust Fund in investment vehicles other than obligations of the United States, and to establish a Social Security Investment Commission to make recommendations for alternative forms of investment of the Social Security surplus in the Trust Fund. H.R.709: To amend title II of the Social Security Act to restrict totalization agreements between the United States and other countries to providing for appropriate exchange of Social Security taxes or contributions between the parties to such agreements, and to prohibit crediting of individuals under such title with earnings from employment or self-employment in the United States performed while such individuals are not citizens, nationals, or lawful permanent residents of the United States and are not authorized by law to be employed in the United States.

workforce, HR3043/S1710, S 543/HR 1459; payment: HR 2206, HR 1480/1741/S 787, Section 1011 of the Medicare Modernization Act of 2003 (MMA), HR 1293, HR 882, HR 552/S 329 ; self referral ; quality S 1226, HR 1666, S 465; rehabilitation hospitals, S543/HR 1459; rural hospitals, HR 2860, S 1605, S 1595; long term care hospitals: HR 562/S338 ; Medicaid reform, HR 2512, HR 2147, HR1111, HR 1878; SCHIP: S 1224, S 895/HR 1535; Labor HR 2122, S 1639, HR800/S1041, HR 2123, HR 378, HR 1644, HR1111, HR 2147; regulations including, but not limited to, provisions of PL 106-554, PL 108-173, PL 109-171; the FY08 IPPS proposed rule, proposed Medicaid rule (CMS 2258-P); Medicare and Medicaid Reimbursement issues including HR 2055, HR 2606, S Con Res 21/H Con Res 99, HJ Res. 20, S 355;

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

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

S. 1544 Medicare Quality Enhancement Act of 2007 H.R. 2065 Medicare Drug Savings through Choice Act of 2007 S. 73 Medicare Health Saving Accounts Act of 2007 H.R. 2307 Preventing Medicare Seniors from being Confused due Abusive Marketing (Prevent Medicare Scams) Act of 2007 H.R. 1990 Medicare Cost Contract Extension and Refinement Act of 2007 H.R. 2009 “To repeal the Medicare costs Containment Provisions […]” S. 1307 Medicare Provider Accountability Act S. 137 Preserving Medicare for All Act of 2007 H.R. 205 Medicare Prescription Drug Enrollment Extension Act of 2007 H.R. 1282 MediGap Access Improvement Act of 2007 H.R. 1219 Medicare Equity and Fairness in Fee-For-Service Reimbursement Act of 2007 H.R. 2149 Health Care Eligibility for Late Participants (HELP) in Medicare Act of 2007 S. 3 Medicare Prescription Drug Price and Negotiation Act of 2007 S.355 The Social Security and Medicare Solvency Efficiency Act H.R. 1277 Medicare Prescription Drug Benefits Drug Gap Elimination Act of 2007 H.R. 4 Medicare Prescription Drug Price Negotiation Act of 2007 H.R. 2827 Medicare Equity and Accessibility Act of 2007 S. 250 Medicare Enhancements for Needed Drug Act of 2007 H.R. 1218 Medicare Prescription Drug and Improvement Act of 2007 H.R. 1521 Universal Health Act of 2007: Repeal of the Late Enrollment Penalty in Medicare Part D H.R. 118 To amend part D title XVIII of the Social Security Act to authorize the Secretary of Health and Human Services to negotiate prices for part D covered drugs for Medicare beneficiaries H.R. 1310 Relief and Elimination of the Medicare Enrollment Deadline Penalty Act of 2007 H.R. 2056 Medicare Part D Improvement Act of 2007 S. 1507 Access to Medicare Data Act of 2007 H.R. 1536 Prescription Coverage Now Act of 2007 S. 28 Generics First Act of 2007 H.R. 932 To amend part D of title XVIII of the Social Security Act to limit the monthly amount of prescription drug cost-sharing for full-benefit dual eligible individuals H.R. 2945 Medicare Advantage Truth in Advertising Act of 2007 H.R. 1046 Medicare Quality Improvement Organization Modernization Act of 2007 H.R. 2058 Helping Fill the Medicare Rx Gap Act of 2007 S. 1103 Helping Fill the Medicare Rx Gap Act of 2007 S. 1108 Medicare Part D Outreach and Enrollment Enhancement Act of 2007

Budget Process Reforms. 1) H.J.Res. 1, H.J.Res. 7, H.J.Res. 10, H.J.Res. 21, H.J.Res. 45: Proposing a balanced budget amendment to the Constitution of the United States. 2) H.R. 689, H.R. 1375, H.R. 1998, H.R. 2024, H.R. 2084, H.R. 2685, S. 10, S.15, S. 304, S. 355, S. 1186, S. 1195, S. 1279: provisions pertaining to establishing a legislative line-item veto, discretionary spending cuts, extending the pay-as-you-go requirement, establishing Commissions on entitlement reform, establishing caps on entitlement spending, requiring accrual accounting for entitlement programs, and provisions addressing federal insurance programs. 3) No legislation: efforts within Senate Finance Committee to close the payroll tax gap. FY 2007 Appropriations. H.J.Res. 20: provisions pertaining to Social Security Administration funding. FY 2008 Appropriations. 1) H.R. 3043, S. 1710: provisions pertaining to funding the Department of Health and Human Services, the Social Security Administration, the Older Americans Act, the Senior Corps program, Systems Change Grants, the Community Services Block Grant program, the Social Services Block Grant program, the Low Income Home Energy Assistance Program (LIHEAP) state block grant, local community service organizations, State Health Insurance Assistance Programs (SHIPs), and the geriatric health professions program. 2008 Budget Resolution. 1) S.Con.Res. 21, H.Con.Res. 99, H.Res. 370: provisions relating to entitlement spending and deficits.

Client expense: $4,860,000 · Firm income: Not reported

PENSION REFORM H.R.2 PENSION REFORM H.R.2 PENSION REFORM H.R.2 RETIREMENT INCOME SECURITY RETIREMENT INCOME SECURITY H.R.2167 RETIREMENT INCOME SECURITY H.R.1536 RETIREMENT INCOME SECURITY H.R.2167 RETIREMENT INCOME SECURITY H.R.1536 RETIREMENT INCOME SECURITY H.R.2167 RETIREMENT INCOME SECURITY H.R.2167 RETIREMENT INCOME SECURITY S.1141 RETIREMENT INCOME SECURITY S.1141 SOCIAL SECURITY SOCIAL SECURITY H.R.2 SOCIAL SECURITY H.R.2 SOCIAL SECURITY H.R.2 SOCIAL SECURITY H.R.20 SOCIAL SECURITY S.355 SOCIAL SECURITY S.355 SOCIAL SECURITY-SOLVENCY S.355

Client expense: $7,400,000 · Firm income: Not reported

S 3 Medicare Prescription Drug Price Negotiation Act of 2007 S 28 Generics First Act of 2007 S 130 Medicare Cost Contract Extension and Refinement Act of 2007 S 137 Preserving Medicare for All Act of 2007 S 158 Access to Affordable Health Care Act S 173 Medicare Health Savings Accounts Act of 2007 S 242 Pharmaceutical Market Access and Drug Safety Act of 2007 S 250 The Medicare Enhancements for Needed Drugs Act of 2007 S 251 Pharmaceutical Market Access Act of 2007 S 273 Prescription Drug and Health Improvement Act of 2007 S 316 Preserve Access to Affordable Generics Act S 355 The Social Security and Medicare Solvency Commission Act S 358 Genetic Information Nondiscrimination Act of 2007 S 468 Food and Drug Administration Safety Act of 2007 S. 628 - Critical Access to Health Information Technology Act of 2007 S 976 Genomics and Personalized Medicine Act of 2007 S 885 Community Pharmacy Fairness Act of 2007 S 980 Online Pharmacy Consumer Protection Act of 2007 S 1082 Prescription Drug User Fee Amendments of 2007 S 1108 Medicare Part D Outreach and Enrollment Enhancement Act of 2007 S 1161 Medicare Medical Nutrition Therapy Act of 2007 S 1198 Catastrophic Health Coverage Promotion Act S 1218 Medicare for All Act S 1307 Medicare Provider Accountability Act S 1338 Access to Medicare Imaging Act of 2007 HR 4 Medicare Prescription Drug Price Negotiation Act of 2007 HR 205 Medicare Prescription Drug Enrollment Extension Act of 2007 HR 493 Genetic Information Nondiscrimination Act of 2007 HR 788 Food and Drug Administration Safety Act of 2007 HR 971 Community Pharmacy Fairness Act of 2007 HR 1218 Medicare Prescription Drug Improvement Act HR 1277 Medicare Prescription Drug Benefits Gap Elimination Act of 2007 HR 1282 Medigap Access Improvement Act of 2007 HR 1310 Relief and Elimination of the Medicare Enrollment Deadline Penalty (REMEDY) Act of 2007 HR 1368 Personalized Health Information Act of 2007 HR 1432 Preserve Access to Affordable Generics Act HR 1474 Fair and Speedy Treatment (FAST) of Medicare Prescription Drug Claims Act of 2007 HR 1521 Universal Health Act of 2007: Repeal of the Late Enrollment Penalty in Medicare Part D HR 1666 Health Care Price Transparency Promotion Act of 2007 HR 1902 Protecting Consumer Access to Generic Drugs Act of HR 1952 National Health Information Incentive Act of 2007 HR 1956 Patient Protection and Innovative Biologic Medicines Act of 2007 HR 2009 To repeal the Medicare cost containment provisions contained in subtitle A of title VIII of the Medicare Prescription Drug, Improvement, and Modernization Act of 2003. HR 2043 Medicare for All Act HR 2058 Helping Fill the Medicare Rx Gap Act of 2007 HR 2065 Medicare Drug Savings Through Choice Act of 2007 HR 2149 Healthcare Eligibility for Late Participants (HELP) in Medicare Part D Act of 2007 HR 2231 Medicare Access to Complex Rehabilitation and Assistive Technology Act of 2007 HR 2273 Food and Drug Administration Improvement Act of 2007 HR 2307 Preventing Medicare Seniors from being Confused due to Abusive Marketing (Prevent Medicare SCAMs) Act of 2007 HR 2549 . Medicare Secondary Payer and Workers' Compensation Settlement Agreements Act of 2007 HR 2567 Medicare Home Infusion Therapy Coverage Act of 2007 HR 2592 Safe and Effective Drug Development Act of 2007 HR 2606 340B Program Improvement and Integrity Act of 2007 HR 2626 Comprehensive HealthCARE Act of 2007 HR 2827 Medicare Equity and Accessibility Act of 2007 HR 2900 Food and Drug Administration Amendments Act of 2007 HR 2914 Medicare IVIG Access Act of 2007 See next page

S 3 Medicare Prescription Drug Price Negotiation Act of 2007 S 28 Generics First Act of 2007 S 130 Medicare Cost Contract Extension and Refinement Act of 2007 S 137 Preserving Medicare for All Act of 2007 S 158 Access to Affordable Health Care Act S 173 Medicare Health Savings Accounts Act of 2007 S 242 Pharmaceutical Market Access and Drug Safety Act of 2007 S 250 The Medicare Enhancements for Needed Drugs Act of 2007 S 251 Pharmaceutical Market Access Act of 2007 S 273 Prescription Drug and Health Improvement Act of 2007 S 316 Preserve Access to Affordable Generics Act S 355 The Social Security and Medicare Solvency Commission Act S 358 Genetic Information Nondiscrimination Act of 2007 S 468 Food and Drug Administration Safety Act of 2007 S. 628 - Critical Access to Health Information Technology Act of 2007 S 976 Genomics and Personalized Medicine Act of 2007 S 885 Community Pharmacy Fairness Act of 2007 S 980 Online Pharmacy Consumer Protection Act of 2007 S 1082 Prescription Drug User Fee Amendments of 2007 S 1108 Medicare Part D Outreach and Enrollment Enhancement Act of 2007 S 1161 Medicare Medical Nutrition Therapy Act of 2007 S 1198 Catastrophic Health Coverage Promotion Act S 1218 Medicare for All Act S 1307 Medicare Provider Accountability Act S 1338 Access to Medicare Imaging Act of 2007 HR 4 Medicare Prescription Drug Price Negotiation Act of 2007 HR 205 Medicare Prescription Drug Enrollment Extension Act of 2007 HR 493 Genetic Information Nondiscrimination Act of 2007 HR 788 Food and Drug Administration Safety Act of 2007 HR 971 Community Pharmacy Fairness Act of 2007 HR 1218 Medicare Prescription Drug Improvement Act HR 1277 Medicare Prescription Drug Benefits Gap Elimination Act of 2007 HR 1282 Medigap Access Improvement Act of 2007 HR 1310 Relief and Elimination of the Medicare Enrollment Deadline Penalty (REMEDY) Act of 2007 HR 1368 Personalized Health Information Act of 2007 HR 1432 Preserve Access to Affordable Generics Act HR 1474 Fair and Speedy Treatment (FAST) of Medicare Prescription Drug Claims Act of 2007 HR 1521 Universal Health Act of 2007: Repeal of the Late Enrollment Penalty in Medicare Part D HR 1666 Health Care Price Transparency Promotion Act of 2007 HR 1902 Protecting Consumer Access to Generic Drugs Act of HR 1952 National Health Information Incentive Act of 2007 HR 1956 Patient Protection and Innovative Biologic Medicines Act of 2007 HR 2009 To repeal the Medicare cost containment provisions contained in subtitle A of title VIII of the Medicare Prescription Drug, Improvement, and Modernization Act of 2003. HR 2043 Medicare for All Act HR 2058 Helping Fill the Medicare Rx Gap Act of 2007 HR 2065 Medicare Drug Savings Through Choice Act of 2007 HR 2149 Healthcare Eligibility for Late Participants (HELP) in Medicare Part D Act of 2007 HR 2231 Medicare Access to Complex Rehabilitation and Assistive Technology Act of 2007 HR 2273 Food and Drug Administration Improvement Act of 2007 HR 2307 Preventing Medicare Seniors from being Confused due to Abusive Marketing (Prevent Medicare SCAMs) Act of 2007 HR 2549 . Medicare Secondary Payer and Workers' Compensation Settlement Agreements Act of 2007 HR 2567 Medicare Home Infusion Therapy Coverage Act of 2007 HR 2592 Safe and Effective Drug Development Act of 2007 HR 2606 340B Program Improvement and Integrity Act of 2007 HR 2626 Comprehensive HealthCARE Act of 2007 HR 2827 Medicare Equity and Accessibility Act of 2007 HR 2900 Food and Drug Administration Amendments Act of 2007 HR 2914 Medicare IVIG Access Act of 2007 See next page

S 3 Medicare Prescription Drug Price Negotiation Act of 2007 S 28 Generics First Act of 2007 S 130 Medicare Cost Contract Extension and Refinement Act of 2007 S 137 Preserving Medicare for All Act of 2007 S 158 Access to Affordable Health Care Act S 173 Medicare Health Savings Accounts Act of 2007 S 242 Pharmaceutical Market Access and Drug Safety Act of 2007 S 250 The Medicare Enhancements for Needed Drugs Act of 2007 S 251 Pharmaceutical Market Access Act of 2007 S 273 Prescription Drug and Health Improvement Act of 2007 S 316 Preserve Access to Affordable Generics Act S 355 The Social Security and Medicare Solvency Commission Act S 358 Genetic Information Nondiscrimination Act of 2007 S 468 Food and Drug Administration Safety Act of 2007 S. 628 - Critical Access to Health Information Technology Act of 2007 S 976 Genomics and Personalized Medicine Act of 2007 S 885 Community Pharmacy Fairness Act of 2007 S 980 Online Pharmacy Consumer Protection Act of 2007 S 1082 Prescription Drug User Fee Amendments of 2007 S 1108 Medicare Part D Outreach and Enrollment Enhancement Act of 2007 S 1161 Medicare Medical Nutrition Therapy Act of 2007 S 1198 Catastrophic Health Coverage Promotion Act S 1218 Medicare for All Act S 1307 Medicare Provider Accountability Act S 1338 Access to Medicare Imaging Act of 2007 HR 4 Medicare Prescription Drug Price Negotiation Act of 2007 HR 205 Medicare Prescription Drug Enrollment Extension Act of 2007 HR 493 Genetic Information Nondiscrimination Act of 2007 HR 788 Food and Drug Administration Safety Act of 2007 HR 971 Community Pharmacy Fairness Act of 2007 HR 1218 Medicare Prescription Drug Improvement Act HR 1277 Medicare Prescription Drug Benefits Gap Elimination Act of 2007 HR 1282 Medigap Access Improvement Act of 2007 HR 1310 Relief and Elimination of the Medicare Enrollment Deadline Penalty (REMEDY) Act of 2007 HR 1368 Personalized Health Information Act of 2007 HR 1432 Preserve Access to Affordable Generics Act HR 1474 Fair and Speedy Treatment (FAST) of Medicare Prescription Drug Claims Act of 2007 HR 1521 Universal Health Act of 2007: Repeal of the Late Enrollment Penalty in Medicare Part D HR 1666 Health Care Price Transparency Promotion Act of 2007 HR 1902 Protecting Consumer Access to Generic Drugs Act of HR 1952 National Health Information Incentive Act of 2007 HR 1956 Patient Protection and Innovative Biologic Medicines Act of 2007 HR 2009 To repeal the Medicare cost containment provisions contained in subtitle A of title VIII of the Medicare Prescription Drug, Improvement, and Modernization Act of 2003. HR 2043 Medicare for All Act HR 2058 Helping Fill the Medicare Rx Gap Act of 2007 HR 2065 Medicare Drug Savings Through Choice Act of 2007 HR 2149 Healthcare Eligibility for Late Participants (HELP) in Medicare Part D Act of 2007 HR 2231 Medicare Access to Complex Rehabilitation and Assistive Technology Act of 2007 HR 2273 Food and Drug Administration Improvement Act of 2007 HR 2307 Preventing Medicare Seniors from being Confused due to Abusive Marketing (Prevent Medicare SCAMs) Act of 2007 HR 2549 . Medicare Secondary Payer and Workers' Compensation Settlement Agreements Act of 2007 HR 2567 Medicare Home Infusion Therapy Coverage Act of 2007 HR 2592 Safe and Effective Drug Development Act of 2007 HR 2606 340B Program Improvement and Integrity Act of 2007 HR 2626 Comprehensive HealthCARE Act of 2007 HR 2827 Medicare Equity and Accessibility Act of 2007 HR 2900 Food and Drug Administration Amendments Act of 2007 HR 2914 Medicare IVIG Access Act of 2007 See next page

S 3 Medicare Prescription Drug Price Negotiation Act of 2007 S 28 Generics First Act of 2007 S 130 Medicare Cost Contract Extension and Refinement Act of 2007 S 137 Preserving Medicare for All Act of 2007 S 158 Access to Affordable Health Care Act S 173 Medicare Health Savings Accounts Act of 2007 S 242 Pharmaceutical Market Access and Drug Safety Act of 2007 S 250 The Medicare Enhancements for Needed Drugs Act of 2007 S 251 Pharmaceutical Market Access Act of 2007 S 273 Prescription Drug and Health Improvement Act of 2007 S 316 Preserve Access to Affordable Generics Act S 355 The Social Security and Medicare Solvency Commission Act S 358 Genetic Information Nondiscrimination Act of 2007 S 468 Food and Drug Administration Safety Act of 2007 S. 628 - Critical Access to Health Information Technology Act of 2007 S 976 Genomics and Personalized Medicine Act of 2007 S 885 Community Pharmacy Fairness Act of 2007 S 980 Online Pharmacy Consumer Protection Act of 2007 S 1082 Prescription Drug User Fee Amendments of 2007 S 1108 Medicare Part D Outreach and Enrollment Enhancement Act of 2007 S 1161 Medicare Medical Nutrition Therapy Act of 2007 S 1198 Catastrophic Health Coverage Promotion Act S 1218 Medicare for All Act S 1307 Medicare Provider Accountability Act S 1338 Access to Medicare Imaging Act of 2007 HR 4 Medicare Prescription Drug Price Negotiation Act of 2007 HR 205 Medicare Prescription Drug Enrollment Extension Act of 2007 HR 493 Genetic Information Nondiscrimination Act of 2007 HR 788 Food and Drug Administration Safety Act of 2007 HR 971 Community Pharmacy Fairness Act of 2007 HR 1218 Medicare Prescription Drug Improvement Act HR 1277 Medicare Prescription Drug Benefits Gap Elimination Act of 2007 HR 1282 Medigap Access Improvement Act of 2007 HR 1310 Relief and Elimination of the Medicare Enrollment Deadline Penalty (REMEDY) Act of 2007 HR 1368 Personalized Health Information Act of 2007 HR 1432 Preserve Access to Affordable Generics Act HR 1474 Fair and Speedy Treatment (FAST) of Medicare Prescription Drug Claims Act of 2007 HR 1521 Universal Health Act of 2007: Repeal of the Late Enrollment Penalty in Medicare Part D HR 1666 Health Care Price Transparency Promotion Act of 2007 HR 1902 Protecting Consumer Access to Generic Drugs Act of HR 1952 National Health Information Incentive Act of 2007 HR 1956 Patient Protection and Innovative Biologic Medicines Act of 2007 HR 2009 To repeal the Medicare cost containment provisions contained in subtitle A of title VIII of the Medicare Prescription Drug, Improvement, and Modernization Act of 2003. HR 2043 Medicare for All Act HR 2058 Helping Fill the Medicare Rx Gap Act of 2007 HR 2065 Medicare Drug Savings Through Choice Act of 2007 HR 2149 Healthcare Eligibility for Late Participants (HELP) in Medicare Part D Act of 2007 HR 2231 Medicare Access to Complex Rehabilitation and Assistive Technology Act of 2007 HR 2273 Food and Drug Administration Improvement Act of 2007 HR 2307 Preventing Medicare Seniors from being Confused due to Abusive Marketing (Prevent Medicare SCAMs) Act of 2007 HR 2549 . Medicare Secondary Payer and Workers' Compensation Settlement Agreements Act of 2007 HR 2567 Medicare Home Infusion Therapy Coverage Act of 2007 HR 2592 Safe and Effective Drug Development Act of 2007 HR 2606 340B Program Improvement and Integrity Act of 2007 HR 2626 Comprehensive HealthCARE Act of 2007 HR 2827 Medicare Equity and Accessibility Act of 2007 HR 2900 Food and Drug Administration Amendments Act of 2007 HR 2914 Medicare IVIG Access Act of 2007 See next page

S 3 Medicare Prescription Drug Price Negotiation Act of 2007 S 28 Generics First Act of 2007 S 130 Medicare Cost Contract Extension and Refinement Act of 2007 S 137 Preserving Medicare for All Act of 2007 S 158 Access to Affordable Health Care Act S 173 Medicare Health Savings Accounts Act of 2007 S 242 Pharmaceutical Market Access and Drug Safety Act of 2007 S 250 The Medicare Enhancements for Needed Drugs Act of 2007 S 251 Pharmaceutical Market Access Act of 2007 S 273 Prescription Drug and Health Improvement Act of 2007 S 316 Preserve Access to Affordable Generics Act S 355 The Social Security and Medicare Solvency Commission Act S 358 Genetic Information Nondiscrimination Act of 2007 S 468 Food and Drug Administration Safety Act of 2007 S. 628 - Critical Access to Health Information Technology Act of 2007 S 976 Genomics and Personalized Medicine Act of 2007 S 885 Community Pharmacy Fairness Act of 2007 S 980 Online Pharmacy Consumer Protection Act of 2007 S 1082 Prescription Drug User Fee Amendments of 2007 S 1108 Medicare Part D Outreach and Enrollment Enhancement Act of 2007 S 1161 Medicare Medical Nutrition Therapy Act of 2007 S 1198 Catastrophic Health Coverage Promotion Act S 1218 Medicare for All Act S 1307 Medicare Provider Accountability Act S 1338 Access to Medicare Imaging Act of 2007 HR 4 Medicare Prescription Drug Price Negotiation Act of 2007 HR 205 Medicare Prescription Drug Enrollment Extension Act of 2007 HR 493 Genetic Information Nondiscrimination Act of 2007 HR 788 Food and Drug Administration Safety Act of 2007 HR 971 Community Pharmacy Fairness Act of 2007 HR 1218 Medicare Prescription Drug Improvement Act HR 1277 Medicare Prescription Drug Benefits Gap Elimination Act of 2007 HR 1282 Medigap Access Improvement Act of 2007 HR 1310 Relief and Elimination of the Medicare Enrollment Deadline Penalty (REMEDY) Act of 2007 HR 1368 Personalized Health Information Act of 2007 HR 1432 Preserve Access to Affordable Generics Act HR 1474 Fair and Speedy Treatment (FAST) of Medicare Prescription Drug Claims Act of 2007 HR 1521 Universal Health Act of 2007: Repeal of the Late Enrollment Penalty in Medicare Part D HR 1666 Health Care Price Transparency Promotion Act of 2007 HR 1902 Protecting Consumer Access to Generic Drugs Act of HR 1952 National Health Information Incentive Act of 2007 HR 1956 Patient Protection and Innovative Biologic Medicines Act of 2007 HR 2009 To repeal the Medicare cost containment provisions contained in subtitle A of title VIII of the Medicare Prescription Drug, Improvement, and Modernization Act of 2003. HR 2043 Medicare for All Act HR 2058 Helping Fill the Medicare Rx Gap Act of 2007 HR 2065 Medicare Drug Savings Through Choice Act of 2007 HR 2149 Healthcare Eligibility for Late Participants (HELP) in Medicare Part D Act of 2007 HR 2231 Medicare Access to Complex Rehabilitation and Assistive Technology Act of 2007 HR 2273 Food and Drug Administration Improvement Act of 2007 HR 2307 Preventing Medicare Seniors from being Confused due to Abusive Marketing (Prevent Medicare SCAMs) Act of 2007 HR 2549 . Medicare Secondary Payer and Workers' Compensation Settlement Agreements Act of 2007 HR 2567 Medicare Home Infusion Therapy Coverage Act of 2007 HR 2592 Safe and Effective Drug Development Act of 2007 HR 2606 340B Program Improvement and Integrity Act of 2007 HR 2626 Comprehensive HealthCARE Act of 2007 HR 2827 Medicare Equity and Accessibility Act of 2007 HR 2900 Food and Drug Administration Amendments Act of 2007 HR 2914 Medicare IVIG Access Act of 2007 See next page

S 3 Medicare Prescription Drug Price Negotiation Act of 2007 S 28 Generics First Act of 2007 S 130 Medicare Cost Contract Extension and Refinement Act of 2007 S 137 Preserving Medicare for All Act of 2007 S 158 Access to Affordable Health Care Act S 173 Medicare Health Savings Accounts Act of 2007 S 242 Pharmaceutical Market Access and Drug Safety Act of 2007 S 250 The Medicare Enhancements for Needed Drugs Act of 2007 S 251 Pharmaceutical Market Access Act of 2007 S 273 Prescription Drug and Health Improvement Act of 2007 S 316 Preserve Access to Affordable Generics Act S 355 The Social Security and Medicare Solvency Commission Act S 358 Genetic Information Nondiscrimination Act of 2007 S 468 Food and Drug Administration Safety Act of 2007 S. 628 - Critical Access to Health Information Technology Act of 2007 S 976 Genomics and Personalized Medicine Act of 2007 S 885 Community Pharmacy Fairness Act of 2007 S 980 Online Pharmacy Consumer Protection Act of 2007 S 1082 Prescription Drug User Fee Amendments of 2007 S 1108 Medicare Part D Outreach and Enrollment Enhancement Act of 2007 S 1161 Medicare Medical Nutrition Therapy Act of 2007 S 1198 Catastrophic Health Coverage Promotion Act S 1218 Medicare for All Act S 1307 Medicare Provider Accountability Act S 1338 Access to Medicare Imaging Act of 2007 HR 4 Medicare Prescription Drug Price Negotiation Act of 2007 HR 205 Medicare Prescription Drug Enrollment Extension Act of 2007 HR 493 Genetic Information Nondiscrimination Act of 2007 HR 788 Food and Drug Administration Safety Act of 2007 HR 971 Community Pharmacy Fairness Act of 2007 HR 1218 Medicare Prescription Drug Improvement Act HR 1277 Medicare Prescription Drug Benefits Gap Elimination Act of 2007 HR 1282 Medigap Access Improvement Act of 2007 HR 1310 Relief and Elimination of the Medicare Enrollment Deadline Penalty (REMEDY) Act of 2007 HR 1368 Personalized Health Information Act of 2007 HR 1432 Preserve Access to Affordable Generics Act HR 1474 Fair and Speedy Treatment (FAST) of Medicare Prescription Drug Claims Act of 2007 HR 1521 Universal Health Act of 2007: Repeal of the Late Enrollment Penalty in Medicare Part D HR 1666 Health Care Price Transparency Promotion Act of 2007 HR 1902 Protecting Consumer Access to Generic Drugs Act of HR 1952 National Health Information Incentive Act of 2007 HR 1956 Patient Protection and Innovative Biologic Medicines Act of 2007 HR 2009 To repeal the Medicare cost containment provisions contained in subtitle A of title VIII of the Medicare Prescription Drug, Improvement, and Modernization Act of 2003. HR 2043 Medicare for All Act HR 2058 Helping Fill the Medicare Rx Gap Act of 2007 HR 2065 Medicare Drug Savings Through Choice Act of 2007 HR 2149 Healthcare Eligibility for Late Participants (HELP) in Medicare Part D Act of 2007 HR 2231 Medicare Access to Complex Rehabilitation and Assistive Technology Act of 2007 HR 2273 Food and Drug Administration Improvement Act of 2007 HR 2307 Preventing Medicare Seniors from being Confused due to Abusive Marketing (Prevent Medicare SCAMs) Act of 2007 HR 2549 . Medicare Secondary Payer and Workers' Compensation Settlement Agreements Act of 2007 HR 2567 Medicare Home Infusion Therapy Coverage Act of 2007 HR 2592 Safe and Effective Drug Development Act of 2007 HR 2606 340B Program Improvement and Integrity Act of 2007 HR 2626 Comprehensive HealthCARE Act of 2007 HR 2827 Medicare Equity and Accessibility Act of 2007 HR 2900 Food and Drug Administration Amendments Act of 2007 HR 2914 Medicare IVIG Access Act of 2007 See next page

HR2159 - Rural Health Services Preservation Act of 2007 S355 - The Social Security and Medicare Solvency Commission Act HR1093/S588 - Resident Physician Shortage Reduction Act of 2007

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

Government targets: Agriculture, Dept of (USDA), Centers For Medicare and Medicaid Services (CMS), Commerce, Dept of (DOC), Defense, Dept of (DOD), Education, Dept of, Energy, Dept of, Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Homeland Security, Dept of (DHS), Interior, Dept of (DOI), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Aeronautics & Space Administration (NASA), Natl Institutes of Health (NIH), Natl Oceanic & Atmospheric Administration (NOAA), Natl Science Foundation (NSF), SENATE, Veterans Affairs, Dept of (VA)

S 3 Medicare Prescription Drug Price Negotiation Act of 2007 S 28 Generics First Act of 2007 S 130 Medicare Cost Contract Extension and Refinement Act of 2007 S 137 Preserving Medicare for All Act of 2007 S 158 Access to Affordable Health Care Act S 173 Medicare Health Savings Accounts Act of 2007 S 242 Pharmaceutical Market Access and Drug Safety Act of 2007 S 250 The Medicare Enhancements for Needed Drugs Act of 2007 S 251 Pharmaceutical Market Access Act of 2007 S 273 Prescription Drug and Health Improvement Act of 2007 S 316 Preserve Access to Affordable Generics Act S 355 The Social Security and Medicare Solvency Commission Act S 358 Genetic Information Nondiscrimination Act of 2007 S 468 Food and Drug Administration Safety Act of 2007 S. 628 - Critical Access to Health Information Technology Act of 2007 S 976 Genomics and Personalized Medicine Act of 2007 S 885 Community Pharmacy Fairness Act of 2007 S 980 Online Pharmacy Consumer Protection Act of 2007 S 1082 Prescription Drug User Fee Amendments of 2007 S 1108 Medicare Part D Outreach and Enrollment Enhancement Act of 2007 S 1161 Medicare Medical Nutrition Therapy Act of 2007 S 1198 Catastrophic Health Coverage Promotion Act S 1218 Medicare for All Act S 1307 Medicare Provider Accountability Act S 1338 Access to Medicare Imaging Act of 2007 HR 4 Medicare Prescription Drug Price Negotiation Act of 2007 HR 205 Medicare Prescription Drug Enrollment Extension Act of 2007 HR 493 Genetic Information Nondiscrimination Act of 2007 HR 788 Food and Drug Administration Safety Act of 2007 HR 971 Community Pharmacy Fairness Act of 2007 HR 1218 Medicare Prescription Drug Improvement Act HR 1277 Medicare Prescription Drug Benefits Gap Elimination Act of 2007 HR 1282 Medigap Access Improvement Act of 2007 HR 1310 Relief and Elimination of the Medicare Enrollment Deadline Penalty (REMEDY) Act of 2007 HR 1368 Personalized Health Information Act of 2007 HR 1432 Preserve Access to Affordable Generics Act HR 1474 Fair and Speedy Treatment (FAST) of Medicare Prescription Drug Claims Act of 2007 HR 1521 Universal Health Act of 2007: Repeal of the Late Enrollment Penalty in Medicare Part D HR 1666 Health Care Price Transparency Promotion Act of 2007 HR 1902 Protecting Consumer Access to Generic Drugs Act of HR 1952 National Health Information Incentive Act of 2007 HR 1956 Patient Protection and Innovative Biologic Medicines Act of 2007 HR 2009 To repeal the Medicare cost containment provisions contained in subtitle A of title VIII of the Medicare Prescription Drug, Improvement, and Modernization Act of 2003. HR 2043 Medicare for All Act HR 2058 Helping Fill the Medicare Rx Gap Act of 2007 HR 2065 Medicare Drug Savings Through Choice Act of 2007 HR 2149 Healthcare Eligibility for Late Participants (HELP) in Medicare Part D Act of 2007 HR 2231 Medicare Access to Complex Rehabilitation and Assistive Technology Act of 2007 HR 2273 Food and Drug Administration Improvement Act of 2007 HR 2307 Preventing Medicare Seniors from being Confused due to Abusive Marketing (Prevent Medicare SCAMs) Act of 2007 HR 2549 . Medicare Secondary Payer and Workers' Compensation Settlement Agreements Act of 2007 HR 2567 Medicare Home Infusion Therapy Coverage Act of 2007 HR 2592 Safe and Effective Drug Development Act of 2007 HR 2606 340B Program Improvement and Integrity Act of 2007 HR 2626 Comprehensive HealthCARE Act of 2007 HR 2827 Medicare Equity and Accessibility Act of 2007 HR 2900 Food and Drug Administration Amendments Act of 2007 HR 2914 Medicare IVIG Access Act of 2007 See next page

S 3 Medicare Prescription Drug Price Negotiation Act of 2007 S 28 Generics First Act of 2007 S 130 Medicare Cost Contract Extension and Refinement Act of 2007 S 137 Preserving Medicare for All Act of 2007 S 158 Access to Affordable Health Care Act S 173 Medicare Health Savings Accounts Act of 2007 S 242 Pharmaceutical Market Access and Drug Safety Act of 2007 S 250 The Medicare Enhancements for Needed Drugs Act of 2007 S 251 Pharmaceutical Market Access Act of 2007 S 273 Prescription Drug and Health Improvement Act of 2007 S 316 Preserve Access to Affordable Generics Act S 355 The Social Security and Medicare Solvency Commission Act S 358 Genetic Information Nondiscrimination Act of 2007 S 468 Food and Drug Administration Safety Act of 2007 S. 628 - Critical Access to Health Information Technology Act of 2007 S 976 Genomics and Personalized Medicine Act of 2007 S 885 Community Pharmacy Fairness Act of 2007 S 980 Online Pharmacy Consumer Protection Act of 2007 S 1082 Prescription Drug User Fee Amendments of 2007 S 1108 Medicare Part D Outreach and Enrollment Enhancement Act of 2007 S 1161 Medicare Medical Nutrition Therapy Act of 2007 S 1198 Catastrophic Health Coverage Promotion Act S 1218 Medicare for All Act S 1307 Medicare Provider Accountability Act S 1338 Access to Medicare Imaging Act of 2007 S 1376 340B Program Improvement and Integrity Act of 2007 S 1408 Health Information Technology Act of 2007 S 1505 Affordable Biologics for Consumers Act S 1507 Access to Medicare Data Act of 2007 S 1544 Medicare Quality Enhancement Act of 2007 S 1695 Biologics Price Competition and Innovation Act of 2007 HR 4 Medicare Prescription Drug Price Negotiation Act of 2007 HR 205 Medicare Prescription Drug Enrollment Extension Act of 2007 HR 493 Genetic Information Nondiscrimination Act of 2007 HR 788 Food and Drug Administration Safety Act of 2007 HR 971 Community Pharmacy Fairness Act of 2007 HR 1218 Medicare Prescription Drug Improvement Act HR 1277 Medicare Prescription Drug Benefits Gap Elimination Act of 2007 HR 1282 Medigap Access Improvement Act of 2007 HR 1310 Relief and Elimination of the Medicare Enrollment Deadline Penalty (REMEDY) Act of 2007 HR 1368 Personalized Health Information Act of 2007 HR 1432 Preserve Access to Affordable Generics Act HR 1474 Fair and Speedy Treatment (FAST) of Medicare Prescription Drug Claims Act of 2007 HR 1521 Universal Health Act of 2007: Repeal of the Late Enrollment Penalty in Medicare Part D HR 1666 Health Care Price Transparency Promotion Act of 2007 HR 1902 Protecting Consumer Access to Generic Drugs Act of HR 1952 National Health Information Incentive Act of 2007 HR 1956 Patient Protection and Innovative Biologic Medicines Act of 2007 HR 2009 To repeal the Medicare cost containment provisions contained in subtitle A of title VIII of the Medicare Prescription Drug, Improvement, and Modernization Act of 2003. HR 2043 Medicare for All Act HR 2058 Helping Fill the Medicare Rx Gap Act of 2007 HR 2065 Medicare Drug Savings Through Choice Act of 2007 HR 2149 Healthcare Eligibility for Late Participants (HELP) in Medicare Part D Act of 2007 HR 2231 Medicare Access to Complex Rehabilitation and Assistive Technology Act of 2007 HR 2273 Food and Drug Administration Improvement Act of 2007 HR 2307 Preventing Medicare Seniors from being Confused due to Abusive Marketing (Prevent Medicare SCAMs) Act of 2007 HR 2549 . Medicare Secondary Payer and Workers' Compensation Settlement Agreements Act of 2007 HR 2567 Medicare Home Infusion Therapy Coverage Act of 2007 HR 2592 Safe and Effective Drug Development Act of 2007 HR 2606 340B Program Improvement and Integrity Act of 2007 HR 2626 Comprehensive HealthCARE Act of 2007 HR 2827 Medicare Equity and Accessibility Act of 2007 HR 2900 Food and Drug Administration Amendments Act of 2007 HR 2914 Medicare IVIG Access Act of 2007 See next page

S 3 Medicare Prescription Drug Price Negotiation Act of 2007 S 28 Generics First Act of 2007 S 130 Medicare Cost Contract Extension and Refinement Act of 2007 S 137 Preserving Medicare for All Act of 2007 S 158 Access to Affordable Health Care Act S 173 Medicare Health Savings Accounts Act of 2007 S 242 Pharmaceutical Market Access and Drug Safety Act of 2007 S 250 The Medicare Enhancements for Needed Drugs Act of 2007 S 251 Pharmaceutical Market Access Act of 2007 S 273 Prescription Drug and Health Improvement Act of 2007 S 316 Preserve Access to Affordable Generics Act S 355 The Social Security and Medicare Solvency Commission Act S 358 Genetic Information Nondiscrimination Act of 2007 S 468 Food and Drug Administration Safety Act of 2007 S. 628 - Critical Access to Health Information Technology Act of 2007 S 976 Genomics and Personalized Medicine Act of 2007 S 885 Community Pharmacy Fairness Act of 2007 S 980 Online Pharmacy Consumer Protection Act of 2007 S 1082 Prescription Drug User Fee Amendments of 2007 S 1108 Medicare Part D Outreach and Enrollment Enhancement Act of 2007 S 1161 Medicare Medical Nutrition Therapy Act of 2007 S 1198 Catastrophic Health Coverage Promotion Act S 1218 Medicare for All Act S 1307 Medicare Provider Accountability Act S 1338 Access to Medicare Imaging Act of 2007 S 1376 340B Program Improvement and Integrity Act of 2007 S 1408 Health Information Technology Act of 2007 S 1505 Affordable Biologics for Consumers Act S 1507 Access to Medicare Data Act of 2007 S 1544 Medicare Quality Enhancement Act of 2007 S 1695 Biologics Price Competition and Innovation Act of 2007 HR 4 Medicare Prescription Drug Price Negotiation Act of 2007 HR 205 Medicare Prescription Drug Enrollment Extension Act of 2007 HR 493 Genetic Information Nondiscrimination Act of 2007 HR 788 Food and Drug Administration Safety Act of 2007 HR 971 Community Pharmacy Fairness Act of 2007 HR 1218 Medicare Prescription Drug Improvement Act HR 1277 Medicare Prescription Drug Benefits Gap Elimination Act of 2007 HR 1282 Medigap Access Improvement Act of 2007 HR 1310 Relief and Elimination of the Medicare Enrollment Deadline Penalty (REMEDY) Act of 2007 HR 1368 Personalized Health Information Act of 2007 HR 1432 Preserve Access to Affordable Generics Act HR 1474 Fair and Speedy Treatment (FAST) of Medicare Prescription Drug Claims Act of 2007 HR 1521 Universal Health Act of 2007: Repeal of the Late Enrollment Penalty in Medicare Part D HR 1666 Health Care Price Transparency Promotion Act of 2007 HR 1902 Protecting Consumer Access to Generic Drugs Act of HR 1952 National Health Information Incentive Act of 2007 HR 1956 Patient Protection and Innovative Biologic Medicines Act of 2007 HR 2009 To repeal the Medicare cost containment provisions contained in subtitle A of title VIII of the Medicare Prescription Drug, Improvement, and Modernization Act of 2003. HR 2043 Medicare for All Act HR 2058 Helping Fill the Medicare Rx Gap Act of 2007 HR 2065 Medicare Drug Savings Through Choice Act of 2007 HR 2149 Healthcare Eligibility for Late Participants (HELP) in Medicare Part D Act of 2007 HR 2231 Medicare Access to Complex Rehabilitation and Assistive Technology Act of 2007 HR 2273 Food and Drug Administration Improvement Act of 2007 HR 2307 Preventing Medicare Seniors from being Confused due to Abusive Marketing (Prevent Medicare SCAMs) Act of 2007 HR 2549 . Medicare Secondary Payer and Workers' Compensation Settlement Agreements Act of 2007 HR 2567 Medicare Home Infusion Therapy Coverage Act of 2007 HR 2592 Safe and Effective Drug Development Act of 2007 HR 2606 340B Program Improvement and Integrity Act of 2007 HR 2626 Comprehensive HealthCARE Act of 2007 HR 2827 Medicare Equity and Accessibility Act of 2007 HR 2900 Food and Drug Administration Amendments Act of 2007 HR 2914 Medicare IVIG Access Act of 2007 See next page