Children's Health Equity Technical Amendments Act of 2007

PL 108-173, Medicare Prescription Drug, Improvement & Modernization Act of 2003, all provisions relating to the establishment of a new Part D voluntary prescription drug Benefit program, Medicare coverage of care coordination services for individuals with chronic conditions and eliminating the two-year wiating period for Medicare coverage for people under age 65 with disabilities. HR6331 Medicare Improvements for patients and providers Act of 2008 - all provisions related to beneficiary improvements. S2499, Medicare, Medicaid and SCHIP extension act of 2007 - all provisions relating to Medicare and establishing a Medicare Chronic Care Demonstration Program S. 434, Empowered at Home Act of 2008, a bill to amend title XIX of the Social Security Act to improve the State plan amendment option for providing home and community based services under the Medicaid Program, ond for other purposes. S.700/H.R.1708 Ending the Medicare Disability Waiting Period Act of 2007, a bill to amend Title II of the Social Security Act to phase out the 24-month wating period for disabled individuals to become eligible for Medicare benefits to eliminate the waiting period for individuals with life threatening conditions, and for other purposes. No Bill # - Increases in FMAP. Federal Medical Assistance percentages (FMAP) in general No Bill # - Care Coordiation legislation to include people with cognitive impairments. No Bill # - Maintaining hospice benefits for people with dementia.

Client expense: $50,000 · Firm income: Not reported

Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, SENATE

American Recovery and Reinvestment Act (H.R. 1)--supported temporary FMAP increase, provider rate maintenance, and Medicaid regulation moratoria, and wage increases for Direct Support Professionals The Direct Support Professional Fairness and Security Act of 2007 (H.R. 868)--supported bill and discussed introducing bill in Senate Community Living Assistance Services and Supports Act of 2007: (H.R. 1791 and S. 627)--supported bill Community Choice Act of 2007: (H.R. 1670 and S. 683)--supported bill Empowered at Home Act of 2008: (S. 434)--supported bill

Client expense: $44,500 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

See attachment. RET First Quarter Report 2009 H.R. 519 The Elder Caregiver Support and Information Enhancement Act of 2009. Issue: LTC additional appropriations for LTC Information clearinghouse. H.R. 897 The Long Term Care and Retirement Security Act of 2009. Issue: LTC in cafeteria and FSA and above the line deductions for LTC premiums. H.R. 1424 Emergency Economic Stabilization Act of 2008. Issue: executive com restrictions and 401(k) asset recovery. H.R. 1961 - Savings for American Families Future Act Issue: savers' credit H.R. 2205/ S 1010 Retirement Security for Life Act. Issue: Tax Incentive for Non Qualified Annuities H.R. 2419 Farm Bill Extension Act. Issue: Roth treatment for 457 contracts. H.R. 3185 - The 401(k) Fair Disclosure for Retirement Security Act of 2007. Issue: Retirement plan fee disclosure. H.R. 3361 -To make technical corrections related to the Pension Protection Act of 2006. Issue: technical corrections to PPA. H.R. 3997 Defenders of Freedom Tax Act/ Heroes Earnings Assistance and Relief Act. Issue: military access to retirement monies. H.R. 5160 Small Business Add Value for Employees Act of 2008. Issue: expand pension coverage. H.R. 6143 Pension Protection Act ERISA Amendments of 2008. Issue: Retirement plan modifications. H.R. 6357 Protecting Records, Optimizing Treatments, and Easing Communications Through Healthcare Technology Act of 2008 (ProTECHt Act) H.R. 6382 Pension Protection Act Technical Corrections. Issue: Retirement plan modifications H.R. 7242 Pension Protection Act IRC Amendments of 2008. Issue: LTC and annuity clarification; Tax free exchange provisions for LTC. H.R. 7327 Worker, Retiree and Employer Recovery Act. Issue: Retirement plan modification. S. 207 Long Term Care Affordability and Security Act of 2009. Issue: allows long term care insurance to be offered in employer sponsored cafeteria plans and FSA. S. 391 Healthy Americans Act. Issue: private health insurance including LTC. S. 401 - Defined Contribution Fee Disclosure Act Issue: 401(k) fee disclosure S. 434 Empowered at Home Act of 2008. Issue: Allows above the line tax deduction for LTC premiums. Allows LTC to be offered in cafeteria/ FSA plans. S. 697/ HR 1721 Community Living Assistance Services and Supports Act. Issue: reform of LTC financing. RET - First Quarter Report 2009 continued S. 1288 - Women's Retirement Act of 2007. Issue: federal tax treatment of annuities. S. 1693 The Wired for Healthcare Quality Act. Issue: affects of LTC ERISA preemption. S. 1974- the Pension Protection Technical Corrections Act of 2007. Issue: technical corrections to PPA. S. 2473 Defined Contribution Fee Disclosure Act. Issue: retirement plan fee disclosure. S. 3278/ HR 6708 - A bill which would limit the use of 401(k) debit cards and limit withdrawals from 401(k) plans. Issue: limit of withdrawals on retirement plans. S. 3952 - Automatic IRA Act of 2007. Issue: expand pension coverage. S. Con Res 13 - 2010 Senate Budget Resolutions Issue: savers' credit, Auto-IRAs

H.R. 2205/ S 1010 Retirement Security for Life Act. Issue: Tax Incentive for Non Qualified Annuities S. 1288 - Women's Retirement Act of 2007. Issue: federal tax treatment of annuities. S. 3952 - Automatic IRA Act of 2007. Issue: expand pension coverage. H.R.3361 -To make technical corrections related to the Pension Protection Act of 2006. Issue: technical corrections to PPA. S.1974- the Pension Protection Technical Corrections Act of 2007. Issue: technical corrections to PPA. H.R. 3185, the 401(k) Fair Disclosure for Retirement Security Act of 2007. Issue: Retirement plan fee disclosure. S. 207 Long Term Care Affordability and Security Act of 2009. Issue: allows long term care insurance to be offered in employer sponsored cafeteria plans and FSA. H.R. 3765 Defined Contribution Plan Fee Transparency Act of 2007. Issue: retirement plan fee disclosure. S. 697/ HR 1721 Community Living Assistance Services and Supports Act. Issue: reform of LTC financing. S. 2473 Defined Contribution Fee Disclosure Act. Issue: retirement plan fee disclosure. S. 1087 Fair Pay Act. Issue: civil penalty impact on retirement plans. H.R. 2831 Lilly Ledbetter Fair Pay Act. Issue: civil penalty impact on retirement plans. H.R. 2419 Farm Bill Extension Act. Issue: Roth treatment for 457 contracts. H.R. 3997 Defenders of Freedom Tax Act/ Heroes Earnings Assistance and Relief Act. Issue: military access to retirement monies. H.R. 5160 Small Business Add Value for Employees Act of 2008. Issue: expand pension coverage. H.R. 897 The Long Term Care and Retirement Security Act of 2009. Issue: LTC in cafeteria and FSA and above the line deductions for LTC premiums. S. 1693 The Wired for Healthcare Quality Act. Issue: affects of LTC ERISA preemption. H.R. 6357 Protecting Records, Optimizing Treatments, and Easing Communications Through Healthcare Technology Act of 2008 (ProTECHt Act) H.R. 6382 Pension Protection Act Technical Corrections. Issue: Retirement plan modifications H.R. 6143 Pension Protection Act ERISA Amendments of 2008. Issue: Retirement plan modifications. H.R. 7242 Pension Protection Act IRC Amendments of 2008. Issue: LTC and annuity clarification; Tax free exchange provisions for LTC. S. 3278/ HR 6708 - A bill which would limit the use of 401(k) debit cards and limit withdrawals from 401(k) plans. Issue: limit of withdrawals on retirement plans. H.R. 1424 Emergency Economic Stabilization Act of 2008. Issue: executive com restrictions and 401(k) asset recovery. H.R. 3765 Defined Contribution Plan Fee Transparency Act of 2007. Issue: retirement plan fee disclosure. S. 434 Empowered at Home Act of 2008. Issue: Allows above the line tax deduction for LTC premiums. Allows LTC to be offered in cafeteria/ FSA plans. H.R. 7327 Worker, Retiree and Employer Recovery Act. Issue: Retirement plan modification. S. 391 Healthy Americans Act. Issue: private health insurance including LTC. H.R. 519 The Elder Caregiver Support and Information Enhancement Act of 2009. Issue: LTC additional appropriations for LTC Information clearinghouse. H.R. 1961 - Savings for American Families Future Act Issue: savers' credit S. 401 - Defined Contribution Fee Disclosure Act Issue: 401(k) fee disclosure S. Con Res 13 - 2010 Senate Budget Resolutions Issue: savers' credit, Auto-IRAs

Racial and ethnic minorities in health/language access/cultural competence Proposals targeting the uninsured Health professionals workforce legislation (no specific legislation) 340B Program Improvement and Integrity Act (S. 1376, H.R. 2606) -- all provisions Health information technology legislation (S. 1693, H.R. 3800) -- all provisions Minority Health Improvement and Health Disparity Elimination Act (S. 1576, H.R. 3333) -- all provisions Health Equity and Accountability Act (H.R. 3014) -- all provisions Trauma Care Systems Planning and Development Act (H.R. 727) -- all provisions Keep Children Covered Act (S. 401) -- all provisions Children's Health Equity Technical Amendments Act (S. 434) -- all provisions State Children's Health Insurance Program reauthorization legislation (S. 1224, S. 1893, H.R. 3162, H.R. 3963, H.R. 976, S. 2499) -- relevant provisions

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

Wired for Healthcare Quality Act (S. 1693) -- all provisions Minority Health Improvement and Health Disparity Elimination Act (S. 1576) -- all provisions Health Equity and Accountability Act (H.R. 3014) -- all provisions Trauma Care Systems Planning and Development Act (H.R. 727) -- all provisions Keep Children Covered Act (S. 401) -- all provisions Children's Health Equity Technical Amendments Act (S. 434) -- all provisions Children's Health Insurance Program Reauthorization (S. 1224) -- all provisions Racial and ethnic minorities in health/language access/cultural competence Proposals targeting the uninsured Health professionals workforce legislation (no specific legislation) 340B Program Improvement and Integrity Act (S. 1376, H.R. 2606) -- all provisions

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

Wired for Healthcare Quality Act (S. 1693) - all provisions Minority Health Improvement and Health Disparity Elimination Act (S. 1576) - all provisions Health Equity and Accountability Act (H.R. 3014) - all provisions Trauma Care Systems Planning and Development Act (H.R. 727) - all provisions Keep Children Covered Act (S. 401) - all provisions Children's Health Equity Technical Amendments Act (S. 434) - all provisions Children's Health Insurance Program Reauthorization (S. 1224) - all provisions Racial and ethnic minorities in health/language access/cultural competence Proposals targeting the uninsured Health professionals workforce legislation (no specific legislation) 340B Program Improvement and Integrity Act (S. 1376, H.R. 2606) - all provisions

Client expense: $550,000 · Firm income: Not reported