Create Jobs and Save Benefits Act of 2010

Multi-employer pension funding rules/pension plan relief; partitioning of pension obligations; H.R. 3639, Preserve Benefits and Jobs Act of 2009; S. 3157, Create Jobs and Save Benefits Act; Social Security; H Res 1670; S Res 664; Social Security issues. S. 3985, The Emergency Senior Citizens Relief Act of 2010.

Client expense: $281,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Federal Motor Carrier Safety Administration, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Labor, Dept of (DOL), Office of the Vice President of the United States, Pension Benefit Guaranty Corporation (PBGC), SENATE, Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office

H.R. 1984, 401 (k) Fair Disclosure for Retirement Security Act (Fee Disclosure) H.R. 3936, the Preserve Benefits and Jobs Act of 2009 (D.B. Pension) S. 3157, the Create Jobs and Save Benefits Act of 2010 (Pension Reform) H.R. 3962, Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act of 2010 (Pension Bill) H.R. 3126, Consumer Financial Protection Agency Act (Retirement Plans) H.R. 3149, The Equal Employment for All Act (Use of credit checks in employment) H.R. 5618, Unemployment Extension (Extend Unemployment Insurance) H.R. 2989, 401 (K) Fair Disclosure and Pension Security Act of 2009 (Pension)

Client expense: $690,178 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

HR 1105; HR 12 - Paycheck Fairness Act; HR 1176 - Ensure right to secret ballot elections; HR 1409 & S 560 - Employee Free Choice Act; Re-employment of Skilled and Professional Employees & Construction Trades Workers Act; HR 2067, Protecting America's Workers Act; Secure America Through Verification & Enforcement Act; Multi- and single-employer Pension Plan relief, including HR 3936, the Preserve Benefits and Jobs Act and S 3157, the Create Jobs and Save Benefits Act; HR 2026/S 1238; HR 1176/S 478 - Secret Ballot Protection Act; HR 824 - paid leave legislation; HR 2847 - Jobs for Main Street Act; S 2882, Taxpayer Responsibility, Accountability, and Consistency Act; H R 5663 - Robert C. Byrd Miner Safety & Health Act of 2012; S 3786, the Fair Playing Field Act of 2010

Client expense: $90,000 · Firm income: Not reported

Government targets: Army, Dept of (Corps of Engineers), Defense, Dept of (DOD), Education, Dept of, Environmental Protection Agency (EPA), Federal Highway Administration (FHA), General Services Administration (GSA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Interior, Dept of (DOI), Justice, Dept of (DOJ), Labor, Dept of (DOL), Occupational Safety & Health Administration (OSHA), Office of Management & Budget (OMB), SENATE, Small Business Administration (SBA), State, Dept of (DOS), Transportation, Dept of (DOT), U.S. Agency for International Development (USAID), Veterans Affairs, Dept of (VA), White House Office

H.R. 3936; S. 3157; H.R. 3692; H.R. 5297; H.R. 4213; H.R. 4154 Tax credit for employer contributions to multiemployer pension plans; grant of authority to PBGC to waive PPA rules on acceptance of collective bargaining agreements by multiemployer pension plans.

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

Government targets: HOUSE OF REPRESENTATIVES, Pension Benefit Guaranty Corporation (PBGC), SENATE

Pension issues, including multi-employer pensions - HR 3936, Preserve Benefits and Jobs Act of 2009; S 3157, Create Jobs and Save Benefits Act of 2010; HR 4853, Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 5479 Coal Accountability and Retired Employee (CARE) Act of 2010 S. 3649 Coal Accountability and Retired Employee (CARE) Act of 2010 S. 3157 Create Jobs and Save Benefits Act of 2010

Client expense: Not reported · Firm income: $570,000

Government targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE

S. 3760 / H.R. 6099, Automatic IRA Act of 2010 H.R. 2989, 401(k) Fair Disclosure and Pension Security Act of 2009, including provisions related to impacting plan fee disclosures, investment advice, and defined benefit plan funding H.R.1984, 401(k) Fair Disclosure for Retirement Security Act Of 2009 H.R.1988, Conflicted Investment Advice Prohibition Act of 2009 H.R. 2779, Defined Contribution Plan Fee Transparency Act of 2009 H.R. 2021, Savings Recovery Act of 2009 H.R. 3200, Americas Affordable Health Choices Act of 2009, including provisions related to health care reform and provisions that prohibit employers from making certain changes to retiree health benefits H.R. 4126, Retirement Fairness Act of 2009 H.R. 3126, Consumer Financial Protection Agency Act of 2009, including provisions related to establishing the Consumer Financial Protection Agency and to have pension plans excluded from the authority of the agency H.R. 4173, Dodd-Frank Wall Street Reform and Consumer Protection Act, including provisions related to the exclusion of pension plans from the authority of the Consumer Financial Protection Agency and also from new rules pertaining to derivatives legislation H.R. 4191, Let Wall Street Pay for the Restoration of Main Street Act of 2009 H.R. 4213, Tax Extenders Act of 2010, including provisions related to pension funding relief and plan conversions into Roth accounts H.R. 3962, Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act of 2010, including provisions related to pension funding relief H.R. 5297, Small Business Jobs and Credit Act of 2010 H.R. 6484, Public Employee Pension Transparency Act - Requires uniform reporting and disclosure by State and local public employee retirement pension plans H.R. 3936, Preserve Benefits and Jobs Act of 2009, including provisions related to pension funding relief and funding reform for multiemployer plans S. 3793, Job Creation and Tax Cuts Act of 2010, including provisions related to defined benefit funding relief S. 3157, Create Jobs and Save Benefits Act of 2010, including provisions related to funding reform for multiemployer plans S. 2832, Lifetime Income Disclosure Act P.L. 109-280, Pension Protection Act of 2006- Reform of funding rules for employer-provided retirement plans and amendments to the Employee Retirement Income Security Act of 1974 ERISA preemption (protecting the preemption structure in the Employee Retirement Income Security Act of 1974) Various issues regarding relief for single-employer, multiemployer, and multiple-employer pension funds (specific legislation not yet introduced) General issues including: pension and retirement, healthcare, tax, and finacial services (specific legislation not yet introduced)

Client expense: $36,360,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Army, Dept of (Corps of Engineers), Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Council on Environmental Quality (CEQ), Defense, Dept of (DOD), Energy, Dept of, Environmental Protection Agency (EPA), Equal Employment Opportunity Commission (EEOC), Executive Office of the President (EOP), Federal Aviation Administration (FAA), Federal Election Commission (FEC), Federal Reserve System, Federal Trade Commission (FTC), General Services Administration (GSA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Interior, Dept of (DOI), Justice, Dept of (DOJ), Labor, Dept of (DOL), Maritime Administration (MARAD), Natl Economic Council (NEC), Natl Institute of Standards & Technology (NIST), Natl Labor Relations Board (NLRB), Natl Security Council (NSC), Office of Management & Budget (OMB), Patent & Trademark Office (PTO), SENATE, Securities & Exchange Commission (SEC), Small Business Administration (SBA), St. Lawrence Seaway Development Corporation, State, Dept of (DOS), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Copyright Office, U.S. Trade Representative (USTR), White House Office

S.3157 -- Create Jobs and Save Benefits Act of 2010, H.R. 3936: Preserve Benefits and Jobs Act of 2009 - To amend the Employee Retirement Income Security Act of 1974 and the Internal Revenue Code of 1986 to allow time for pensions to fund benefit obligations in light of economic circumstances in the financial markets of 2008, and for other purposes.

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

Government targets: Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Office of the Vice President of the United States, SENATE, Transportation, Dept of (DOT), Treasury, Dept of

S3157 Create Jobs & Save Benefits Act of 2010, H.R. 3936: Preserve Benefits and Jobs Act of 2009 - To amend the Employee Retirement Income Security Act of 1974 and the Internal Revenue Code of 1986 to allow time for pensions to fund benefit obligations in light of economic circumstances in the financial markets of 2008, and for other purposes. Entire Bill

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

HR3936, Preserve Benefits and Jobs Act of 2009 S3157, Create Jobs and Benefits Act of 2010

Client expense: $129,000 · Firm income: Not reported

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

Pension reform - HR 3936, S. 3157; Capper-Volstead Act, Farmer Cooperative Caucus

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

Government targets: Agriculture, Dept of (USDA), Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, SENATE, U.S. Trade Representative (USTR), White House Office

Lifetime Income Disclosure Act (S.2832), Wall Street Reform and Consumer Protection Act (H.R.4173) and The Savings Enhancement by Alleviating Leakage in 401(k) Savings Act (no bill number, bill has not been introduced to date). Monitor and track any pension related legislative vehicle (draft legislation). Monitor S. 3157 (Create Job and Save Benefits Act of 2010). Facilitated and attended meetings with staff of Senator Rockefeller regarding pension insurance and the Employment Retirement Income Security Act (ERISA).

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Lifetime Income Disclosure Act (S.2832), Wall Street Reform and Consumer Protection Act (H.R.4173) and The Savings Enhancement by Alleviating Leakage in 401(k) Savings Act (no bill number, bill has not been introduced to date). Monitor and track any pension related legislative vehicle (draft legislation). Monitor S. 3157 (Create Job and Save Benefits Act of 2010).

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Lifetime Income Disclosure Act (S.2832), Wall Street Reform and Consumer Protection Act (H.R.4173) and The Savings Enhancement by Alleviating Leakage in 401(k) Savings Act (no bill number, bill has not been introduced to date). Monitor and track any pension related legislative vehicle (draft legislation). Monitor S. 3157 (Create Job and Save Benefits Act of 2010).

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Medicare taxes; H.R. 3936, Preserve Benefits & Jobs Act; S.3157, Create Jobs & Save Benefits Act; Comments re Amendment to interim final rules for group health plans relating to status as a grandfathered health plan under the Patient Protect & Afford Care Act; Comments on Exchange-Related provisions in Title I of the Patient Protect & Afford Care Act

Client expense: $143,382 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Natl Labor Relations Board (NLRB), Occupational Safety & Health Administration (OSHA), Office of Management & Budget (OMB), SENATE, Treasury, Dept of, White House Office

Legislation that would impact multiemployer pension plans. Specific legislation includes S. 3157, the "Create Jobs and Save Benefits Act of 2010", and H.R. 3936, the "Preserve Benefits and Jobs Act of 2009".

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Social Security Issues relating to deficit Create Jobs and Save Benefits Act of 2010, S. 3157 401 (k) Plan fee Amendments Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act of 2010, H.R 3962

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

Government targets: Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Defense, Dept of (DOD), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Labor, Dept of (DOL), Office of Management & Budget (OMB), Office of Personnel Management (OPM), Office of the Vice President of the United States, SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR)

S. 3157 Create Jobs & Save Benefits Act HR 5479 Coal Accountability & Retired Employee act HR 3936 Preserve Benefits & Jobs Act

Client expense: $87,935 · Firm income: Not reported

Government targets: Defense, Dept of (DOD), Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Office of Administration, SENATE, White House Office

S. 3157 The Create Jobs and Save Benefits Act of 2010 H.R.3936, The Preserve Benefits and Jobs Act of 2009 H.R. 6384 To repeal a limitation in the Labor-Management Relations Act regarding requirements for labor H.R. 5175 DISCLOSE Act

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

Government targets: Executive Office of the President (EOP), Federal Communications Commission (FCC), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, SENATE

Pension fund relief, multi-employer plans- H.R. 3936, Preserve Benefits and Jobs Act of 2009; S. 3157, Create Jobs and Save Benefits Act of 2010

Client expense: $190,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 1409/S. 560, Employee Free Choice Act of 2009, all provisions relating to elimination of secret ballot elections and binding arbitration; H.R. 1020, Arbitration Fairness Act of 2009, all provisions; S. 3772, Paycheck Fairness Act, all provisions; ERISA; pension valuation; H.R.2067, Protecting America's Workers Act, To amend the Occupational Safety and Health Act of 1970 to expand coverage under the Act, to increase protections for whistleblowers, to increase penalties for certain violators, and for other purposes, all provisions; S.1212, Credit Card Fair Fee Act of 2009, A bill to amend the antitrust laws to ensure competitive market-based fees and terms for merchants' access to electronic payment systems, all provisions; H.R.2695, Credit Card Fair Fee Act of 2009, To amend the antitrust laws to ensure competitive market-based rates and terms for merchants' access to electronic payment systems, all provisions; H.R. 3149, Equal Employment for All Act, provisions to prohibit a current or prospective employer from using a consumer report or an investigative consumer report, or from causing one to be procured, for either employment purposes ; NLRB request for information regharding use of online Electronic Voting during union organizing elections; Patient Protection and Affordable Care Act of 2010 (H.R. 3590; PL No: 111-148); H.R. 5663, Robert C. Byrd Miner Safety and Health Act of 2010, Title VII--Amendments to the Ooccupational Safety And Health Act; H.R.3936, Preserve Benefits and Jobs Act of 2009, all provisions; S.3157, Create Jobs and Save Benefits Act of 2010, all provisions.

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

Government targets: Agriculture, Dept of (USDA), Commerce, Dept of (DOC), Consumer Product Safety Commission (CPSC), Energy, Dept of, Environmental Protection Agency (EPA), Federal Maritime Commission, Federal Reserve System, Federal Trade Commission (FTC), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Internal Revenue Service (IRS), Intl Trade Administration (ITA), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Labor Relations Board (NLRB), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Customs & Border Protection, U.S. International Trade Commission (ITC), U.S. Trade Representative (USTR), White House Office

H.R. 4154. Permanent Estate Tax Relief for Families, Farmers and Small Business Act of 2009. Provides permanent estate tax relief starting in 2010. Seeking permanent relief on estate taxes before 2011. H.R. 5297 to permanently set an estate tax rate of 35% and $5 million exemption in the Small Business Lending Bill. H.R. 3936. Preservation Benefits and Jobs Act of 2009. Support the ERISA amendment provisions relating to multiemployer pension plans. S. 3157. Create Jobs and Save Benefits Act of 2010. Support "partition" provisions for eligible multiemployer pension plans. S. Amdt. 4595 to H.R. 5297, Small Business Act of 2010 to repeal IRS Form 1099 paperwork mandate.

Client expense: $190,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, SENATE, U.S. Trade Representative (USTR)

Pension issues, including multi-employer pensions - HR 3936, Preserve Benefits and Jobs Act of 2009; S 3157, Create Jobs and Save Benefits Act of 2010.

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

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

Retirement issues related to temporary relief from funding obligations. S. 3157 - Create Jobs and Save Benefits Act of 2010, funding relief for multi-employer pension plans.

Client expense: $90,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 1984, 401 (k) Fair Disclosure for Retirement Security Act (Fee Disclosure) H.R 3936, the Preserve Benefits and Jobs Act of 2009 (D.B. Pension) S. 3157, the Create Jobs and Save Benefits Act of 2010 (Pension Reform) H.R. 3962, Preservation of Access to Care for Medicare Beneficiaries and Pension Refief Act of 2010 (Pension Bill) H.R. 3126, Consumer Financial Protection Agency Act (Retirement Plans) H.R. 3149, The Equal Employment for All Act (Use of credit checks in employment) H.R. 5618, Unemployment Extension (Extend Unemployment Insurance) H.R. 2989, 401 (K) Fair Disclosure and Pension Security Act of 2009 (Pension)

Client expense: $197,897 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Pension reform - HR 3936, S. 3157; Capper-Volstead Act, Farmer Cooperative Caucus

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

Government targets: Agriculture, Dept of (USDA), Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, SENATE, White House Office

HR 1105; HR 12 - Paycheck Fairness Act; HR 1176 - Ensure right to secret ballot elections; HR 1409 & S 560 - Employee Free Choice Act; Re-employment of Skilled and Professional Employees & Construction Trades Workers Act; HR 2067, Protecting America's Workers Act; Secure America Through Verification & Enforcement Act; Multi- and single-employer Pension Plan relief, including HR 3936, the Preserve Benefits and Jobs Act and S 3157, the Create Jobs and Save Benefits Act; Amending the Workforce Investment Act to make non-union training programs eligible for federal funding under the "Green Jobs" program. HR 2026/S 1238; HR 1176/S 478 - Secret Ballot Protection Act; HR 824 - paid leave legislation; HR 2847 - Jobs for Main Street Act; S 2882, Taxpayer Responsibility, Accountability, and Consistency Act; H R 5663 - Robert C. byrd Miner Safety & Health Act of 2012

Client expense: $230,000 · Firm income: Not reported

Government targets: Education, Dept of, Environmental Protection Agency (EPA), Federal Highway Administration (FHA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Interior, Dept of (DOI), Justice, Dept of (DOJ), Labor, Dept of (DOL), Occupational Safety & Health Administration (OSHA), SENATE, State, Dept of (DOS), Transportation, Dept of (DOT), U.S. Agency for International Development (USAID), White House Office

Multi-employer pension funding rules/pension plan relief; partitioning of pension obligations; H.R. 3639, Preserve Benefits and Jobs Act of 2009; S. 3157, Create Jobs and Save Benefits Act; Social Security; H Res 1670; S Res 664; Social Security issues.

Client expense: $304,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Federal Motor Carrier Safety Administration, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Labor, Dept of (DOL), Office of the Vice President of the United States, SENATE, Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office

H.R. 4213, American Workers, State, and Business Relief Act, provisions related to multi-employer pension relief, unemployment compensation and infrastructure financing. H.R. 3962, Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act of 2010, provisions related to multi-employer pension relief. S. 3157, Create Jobs and Save Benefits Act of 2010, provisions related to multi-employer pensions.

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

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

H.R. 3936; S. 3157; H.R. 3962; H.R. 5297; H.R. 4213; tax credits for employer contributions to multiemployer pension plans.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S.3157 -- Create Jobs and Save Benefits Act of 2010, H.R. 3936: Preserve Benefits and Jobs Act of 2009 - To amend the Employee Retirement Income Security Act of 1974 and the Internal Revenue Code of 1986 to allow time for pensions to fund benefit obligations in light of economic circumstances in the financial markets of 2008, and for other purposes.

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

Government targets: Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Office of the Vice President of the United States, SENATE, Transportation, Dept of (DOT), Treasury, Dept of

S3157 Create Jobs & Save Benefits Act of 2010, H.R. 3936: Preserve Benefits and Jobs Act of 2009 - To amend the Employee Retirement Income Security Act of 1974 and the Internal Revenue Code of 1986 to allow time for pensions to fund benefit obligations in light of economic circumstances in the financial markets of 2008, and for other purposes. Entire Bill

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

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

H.R. 3936, Preserve Benefits and Jobs Act of 2009 S. 3157, Create Jobs and Save Benefits Act of 2010 H.R. 2989, 401(k) Fair Disclosure and Pension Security Act of 2009, including provisions related to impacting plan fee disclosures, investment advice, and defined benefit plan funding H.R.1984, 401(k) Fair Disclosure for Retirement Security Act Of 2009 H.R.1988, Conflicted Investment Advice Prohibition Act of 2009 H.R. 2779, Defined Contribution Plan Fee Transparency Act of 2009 H.R. 2021, Savings Recovery Act of 2009 H.R. 3200, Americas Affordable Health Choices Act of 2009, including provisions related to health care reform and provisions that prohibit employers from making certain changes to retiree health benefits S. 2832, Lifetime Income Disclosure Act H.R. 4126, Retirement Fairness Act of 2009 H.R. 3126, Consumer Financial Protection Agency Act of 2009, including provisions related to establishing the Consumer Financial Protection Agency and to have pension plans excluded from the authority of the agency H.R. 4173, Dodd-Frank Wall Street Reform and Consumer Protection Act, including provisions related to the exclusion of pension plans from the authority of the Consumer Financial Protection Agency and also from new rules pertaining to derivatives legislation H.R. 4191, Let Wall Street Pay for the Restoration of Main Street Act of 2009 H.R. 4213, Tax Extenders Act of 2010, including provisions related to pension funding relief and plan conversions into Roth accounts S. 3760/ H.R. 6099, Automatic IRA Act of 2010 S. 3793, American Jobs and Closing Tax Loopholes Act of 2010, including provisions related to defined benefit funding relief H.R. 3962, Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act of 2010, including provisions related to pension funding relief H.R. 3936, Preserve Benefits and Jobs Act of 2009, including provisions related to pension funding relief and funding reform for multiemployer plans S. 3157, Create Jobs and Save Benefits Act of 2010, including provisions related to funding reform for multiemployer plans H.R. 5297, Small Business Jobs and Credit Act of 2010 P.L. 109-280, Pension Protection Act of 2006- Reform of funding rules for employer-provided retirement plans and amendments to the Employee Retirement Income Security Act of 1974 ERISA Preemption - Protecting the preemption structure in the Employee Retirement Income Security Act of 1974 Issues relating to legislation to provide relief for single-employer, multiemployer, and multiple-employer pension funds (specific legislation not yet introduced) General issues including: pension and retirement, healthcare, tax, and finacial services (specific legislation not yet introduced)

Client expense: $29,250,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Army, Dept of (Corps of Engineers), Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Council on Environmental Quality (CEQ), Defense, Dept of (DOD), Education, Dept of, Energy, Dept of, Environmental Protection Agency (EPA), Equal Employment Opportunity Commission (EEOC), Executive Office of the President (EOP), Export-Import Bank of the United States (EXIM Bank), Federal Communications Commission (FCC), Federal Reserve System, Federal Trade Commission (FTC), General Services Administration (GSA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Interior, Dept of (DOI), Justice, Dept of (DOJ), Labor, Dept of (DOL), Maritime Administration (MARAD), Natl Aeronautics & Space Administration (NASA), Natl Economic Council (NEC), Natl Highway Traffic Safety Administration (NHTSA), Natl Institute of Standards & Technology (NIST), Natl Labor Relations Board (NLRB), Natl Security Council (NSC), Office of Management & Budget (OMB), SENATE, Securities & Exchange Commission (SEC), Small Business Administration (SBA), St. Lawrence Seaway Development Corporation, State, Dept of (DOS), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office

HR 3936, Preserve Benefits and Jobs Act of 2009 to amend the Employee Retirement Income Security Act of 1974 S. 3157, Create Jobs adn Save Benefits Act of 2010 to amend the Employee Retirement Income Security Act of 1974

Client expense: $256,000 · Firm income: Not reported

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

H.R. 5479 Coal Accountability and Retired Employee (CARE) Act of 2010 S. 3649 Coal Accountability and Retired Employee (CARE) Act of 2010 S. 3157 Create Jobs and Save Benefits Act of 2010

Client expense: Not reported · Firm income: $375,000

Government targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE

Limit Executive Compensation Abuse Act - H.R. 857 The Savings for American Families Future Act of 2009 H.R. 1961 The 401 (k) Fair Disclosure for Retirement Security Act 0f 2009 H.R. 1984 Conflicted Investment Advice Prohibition Act of 2009 H.R. 1988 Savings Recovery Act H.R. 2021 Retirement Security Needs Lifetime Pay Act H.R. 2748 Retirement Savings Transparency Act of 2009 - H.R. 2792 The Defined Contribution Plan Fee Transparency Act H.R. 2779 401 (k) Fair Disclosure and Pension Security Act of 2009 H.R. 2989 Consumer Financial Protection Agency Act of 2009 H.R. 3126 Foreign Account Tax Compliance Act of 2009 H.R. 3933 Preserve Benefits and Jobs Act of 2009 H.R. 3936 Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act H.R. 3962/Public Law No: 111-192 Retirement Fairness Act H.R. 4126 Sensible Transparency for Retirement Plans Act H.R. 4146 Tax Technical Corrections Act of 2009 H.R. 4169 Dodd-Frank Wall Street Reform and Consumer Protection Act - Restoring American Financial Stability Act of 2010 H.R. 4173, Public Law No: 111-203 American Workers, State, and Business Relief Act H.R. 4213/Unemployment Compensation Extension Act of 2010 (tax extenders) Public Law No: 111-205 Small Businesses Add Value for Employees Act of 2009 (SAVE Act) H.R. 4742 Employee Misclassification Prevention Act (EMPA) H.R. 5107 Small Business Jobs and Credit Act of 2010 H.R. 5297 tax extenders, defined benefit pension plan funding relief - technical corrections from H.R. 3962 Automatic IRA Act of 2010 H.R. 6099 Fair Playing Field Act of 2010 H.R. 6128 (worker classification) Health Care Reform regulatory implementation and compliance issues from the Patient Protection and Affordable Care Act (PPACA) Public Law No: 111-148 & the Health Care and Education Reconciliation Act of 2010 (HCERA) Public Law 111-152 new compensation deduction limits on entities receiving health insurance premiums (162 (m)(6)) Financial Services Reform regulation of swaps transactions, major swap participants (MSPs), swaps, business conduct standards, fiduciary duty and liability issues; effects on pension, retirement, and health plans that use swaps; 401 (k) stable value funds and contracts, retirement plan administration, compensation disclosure issues Pension Funding - additional funding relief for defined benefit pension plans, single and multiemployer plans, nonqualified deferred compensation conditions, PBGC premium funding target methods and premium submission issues, PBGC plan termination issues Retirement Security nonqualified deferred compensation, executive compensation, defined contribution plan issues, 401 (k) plans, conversions to Roth 401 (k) plans, automatic IRAs, investment advice, investment selection (target date funds), the Savers Credit, retirement savings plans for small businesses, lifetime income issues, nondiscrimination rules for retirement plans, alternative pension investments, accounting transparency for pensions, plan loans, tax expenditures for retirement plans Cap Executive Officer Pay Act of 2009 - S. 360 The Defined Contribution Fee Disclosure Act of 2009 - S. 401 Shareholder Bill of Rights Act S. 1074 Retirement Security for Life Act of 2009 S. 1297 Pension Benefit Guaranty Corporation (PBGC) Governance Improvement Act of 2009 S. 1544 Foreign Account Tax Compliance Act of 2009 S. 1934 Lifetime Income Disclosure Act S. 2832 Create Jobs and Save Benefits Act of 2010 S. 3157 Restoring American Financial Stability Act/Wall Street Transparency and Accountability Act S. 3217 Employee Misclassification Prevention Act (EMPA) S. 3254 Automatic IRA Act of 2010 S. 3760 Fair Playing Field Act of 2010 S. 3786 Job Creation and Tax Cuts Act of 2010 S. 3793 Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act H.R. 3962, Public Law No: 111-192 American Workers, State, and Business Relief Act /American Jobs and Closing Tax Loopholes Act (tax extenders) H.R. 4213, & Substitute amendments Dodd-Frank Wall Street Reform and Consumer Protection Act - Restoring American Financial Stability Act of 2010 H.R. 4173, Public Law No: 111-203 Small Business Jobs and Credit Act of 2010 H.R. 5297 (revised substitute) Health Care Reform regulatory implementation and compliance issues from the Patient Protection and Affordable Care Act (PPACA) Public Law No: 111-148 & the Health Care and Education Reconciliation Act of 2010 (HCERA) Public Law 111-152 new compensation deduction limits on entities receiving health insurance premiums (162 (m)(6)) Financial Services Reform regulation of swaps transactions, major swap participants (MSPs), swaps, business conduct standards, fiduciary duty and liability issues; effects on pension, retirement, and health plans that use swaps; 401 (k) stable value funds and contracts, retirement plan administration, compensation disclosure issues Pension funding additional funding relief for defined benefit pension plans, single and multiemployer plans, nonqualified deferred compensation conditions, PBGC premium funding target methods and premium submission issues, PBGC plan termination issues Retirement Security nonqualified deferred compensation, executive compensation, defined contribution plan issues, 401 (k) plans, automatic IRAs, conversions to Roth 401(k) plans, investment advice, investment selection (target date funds), the Savers Credit, lifetime income issues, nondiscrimination rules for retirement plans, plan loans, tax expenditures for retirement plans Regulatory communication with covered federal officials on legislative issues Pension funding relief, adequacy of defined benefit vehicles, hybrids, retirement plan designs, tax treatment of expatriates Investment advice, adequacy of defined contribution vehicles, investment selection (target date funds) and annuity issues, automatic/mandatory individual retirement accounts (IRAs) Disclosure for defined contribution (DC) and defined benefit (DB) plans and service providers ERISA Section 408 (b) (2) Defined Benefit (DB) plan year filing issues Form 5500 (EFAST) Cash balance and pension equity plans, market rate of return for hybrid plans Nonqualified deferred compensation (NQDC), new compensation deduction limits on entities receiving health insurance premiums 162 (m) (6) PBGC premium funding target methods (variable rate premiums), premium submission and plan termination issues Foreign bank account reporting, Report of Foreign Bank and Financial Accounts (FBAR) Financial services regulatory reform, compensation disclosure issues Domestic plan asset investment issues Proposed rule on application of ERISA to state/local health reform efforts, ERISA preemption

Client expense: $199,380 · Firm income: Not reported

Government targets: Centers For Medicare and Medicaid Services (CMS), Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of

Medicare taxes; H.R.3936, Preserve Benefits & Jobs Act; S.3157, Create Jobs & Save Benefits Act; Comments re Notice of Implementation of Expanded Info Reporting Requirements Included in the Patient Protection & Affordable Care Act of 2010 (Treasury/IRS); S.J.Res39 re overturning grandfather rule in PPACA (Senate/DOL); Section 9006 of PPACA

Client expense: $106,133 · Firm income: Not reported

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

Lifetime Income Disclosure Act (S.2832), Wall Street Reform and Consumer Protection Act (H.R.4173) and The Savings Enhancement by Alleviating Leakage in 401(k) Savings Act (no bill number, bill has not been introduced to date). Monitor and track any pension related legislative vehicle (draft legislation). Monitor S. 3157 (Create Job and Save Benefits Act of 2010).

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Lifetime Income Disclosure Act (S.2832), Wall Street Reform and Consumer Protection Act (H.R.4173) and The Savings Enhancement by Alleviating Leakage in 401(k) Savings Act (no bill number, bill has not been introduced to date). Monitor and track any pension related legislative vehicle (draft legislation). Monitor S. 3157 (Create Job and Save Benefits Act of 2010).

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Lifetime Income Disclosure Act (S.2832), Wall Street Reform and Consumer Protection Act (H.R.4173) and The Savings Enhancement by Alleviating Leakage in 401(k) Savings Act (no bill number, bill has not been introduced to date). Monitor and track any pension related legislative vehicle (draft legislation). Monitor S. 3157 (Create Job and Save Benefits Act of 2010). Facilitated and attended meetings with staff of Senator Rockefeller regarding pension insurance and the Employment Retirement Income Security Act (ERISA).

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Pension reform - HR 3936, S. 3157; Capper-Volstead Act, Farmer Cooperative Caucus

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

Government targets: Agriculture, Dept of (USDA), Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, Justice, Dept of (DOJ), SENATE, U.S. Trade Representative (USTR)

S. 3157 Create Jobs & Save Benefits Act HR 5479 Coal Accountability & Retired Employee act HR 3936 Preserve Benefits & Jobs Act

Client expense: $101,653 · Firm income: Not reported

Government targets: Defense, Dept of (DOD), Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Office of Administration, SENATE, White House Office

H.R. 3936, Preserve Benefits and Jobs Act of 2009, relating to pension fund relief S. 3157, Create Jobs and Save Benefits Act of 2010

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 1 American Recovery and Reinvestment Act of 2009 H.R. 4213 Tax Extenders Act of 2009 H.R. 4213 American Workers, State, and Business Relief Act of 2010 H.R. 2454 American Clean Energy and Security Act of 2009 S. 1733 Clean Energy Jobs and American Power Act FR Doc. 2010-2010 Occupational Safety and Health Administration, 29 CFR Part 1904, Occupational Injury and Illness Recording and Reporting Requirements H.R. 1431 No Cost Stimulus Act of 2009 S. 570 No Cost Stimulus Act of 2009 S.J. Res. 26 A joint resolution disapproving a rule submitted by the Environmental Protection Agency relating to the endangerment finding and the cause or contribute findings for greenhouse gases under section 202(a) of the Clean Air Act. H.J. RES. 77 Disapproving a rule submitted by the Environmental Protection Agency relating to the endangerment finding and the cause or contribute findings for greenhouse gases under section 202(a) of the Clean Air Act. S. 3157 Create Jobs and Save Benefits Act of 2010 Amdt. 4369 Baucus substitute amendment to S. 3157 n/a American Power Act HR 5019 the Home Star Energy Retrofit Act of 2010 S 3512 Water Assistance from International Vessels for Emergency Response Act S. 3464 Practical Energy and Climate Plan Act of 2010 H.R.5175 DISCLOSE Act S. 3489 A bill to terminate the moratorium on deepwater drilling issued by the Secretary of the Interior HR 5525 To terminate the moratorium on deepwater drilling issued by the Secretary of the Interior

Client expense: $190,000 · Firm income: Not reported

Government targets: Energy, Dept of, Environmental Protection Agency (EPA), Executive Office of the President (EOP), Federal Communications Commission (FCC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of