Loading…
Paid Family Leave Pilot Extension Act of 2018
Legislative Progress
Momentum (last 30 days)
0
score
0 actions · 0 new cosponsors · 0 votes
Speed vs cohort
0pct
0d open
vs 3,805 other S bills in the 115th — cohort avg 41d
Paid Family Leave Pilot Extension Act of 2018 This bill amends the Internal Revenue Code to extend through 2022 the tax credit for employers who provide employees with paid family and medical leave. The bill also requires the Government Accountability Office to: (1) examine the effectiveness of the tax credit for paid family and medical leave, (2) recommend ways to modify or enhance the tax credit to further promote access to paid family and medical leave for qualifying employees, and (3) suggest alternative policies that federal and state governments could implement to increase access to paid family and medical leave.
These links require the bill number to appear in the filing's source-reported specific issue text. Client expenses and lobbying-firm income are separate disclosure fields.
Filing registrants (11)
Read twice and referred to the Committee on Finance.
Introduced in Senate
Bills with similar content found using semantic analysis.
Sources: Congress.gov
2020 · fourth_quarter · Taxation/Internal Revenue Code
Lobbied on S. 337/H.R. 947 the Family Act, and the Paid Family Leave Pilot Extension Act of 2018, S. 3412. HR 133 Consolidated Appropriations Act of 2021. HR 1418, Competitive Health Insurance Act of 2020.
Client expense: $40,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2020 · third_quarter · Taxation/Internal Revenue Code
Lobbied on S. 337/H.R. 947 the Family Act, and the Paid Family Leave Pilot Extension Act of 2018, S. 3412. Lobbied on the HEALS Act, S.1624.
Client expense: $40,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2020 · second_quarter · Taxation/Internal Revenue Code
Lobbied on S. 337/H.R. 947 the Family Act, and the Paid Family Leave Pilot Extension Act of 2018, S. 3412. Lobbied on the CARES Act.
Client expense: $40,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2020 · first_quarter · Taxation/Internal Revenue Code
Lobbied on S. 337/H.R. 947 the Family Act, and the Paid Family Leave Pilot Extension Act of 2018, S. 3412. Lobbied on the CARES Act.
Client expense: $40,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2019 · fourth_quarter · Taxation/Internal Revenue Code
S. 604, the Mobile Workforce State Income Tax Simplification Act of 2019 Implementation of H.R. 1 S. 1005, Modernization of Derivatives Tax (MODA) Act S. 3412, Paid Family Leave Pilot Extension Act of 2018 S. 2437, Support Working Families Act Tax regulations including the base erosion and anti-abuse tax (REG-104259-18) as included in the Tax Cuts and Jobs Act Tax regulations including modification of discounting rules for insurance companies (REG-103163-18) as included in the Tax Cuts and Jobs Act Legislation extending the employer credit for paid family and medical leave (Internal Revenue Code [IRC] 45S) Tax policy that extends ordinary tax treatment to debt instruments held by insurance companies. Tax issues including taxation of insurance products and companies Tax treatment of student loan benefits for employees ACA related tax delays: Cadillac tax, medical device tax Employer tax credit extension for paid family and medical leave programs
Client expense: $450,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, Treasury, Dept of
2019 · fourth_quarter · Taxation/Internal Revenue Code
Lobbied on S. 337/H.R. 947 the Family Act, and the Paid Family Leave Pilot Extension Act of 2018, S. 3412.
Client expense: $40,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2019 · third_quarter · Taxation/Internal Revenue Code
S. 604, the Mobile Workforce State Income Tax Simplification Act of 2019 Implementation of H.R. 1 Tax regulations including the base erosion and anti-abuse tax (REG-104259-18) as included in the Tax Cuts and Jobs Act Tax regulations including modification of discounting rules for insurance companies (REG-103163-18) as included in the Tax Cuts and Jobs Act S. 1005, Modernization of Derivatives Tax (MODA) Act S. 3412, Paid Family Leave Pilot Extension Act of 2018 S. 2437, Support Working Families Act Legislation extending the employer credit for paid family and medical leave (Internal Revenue Code [IRC] 45S) Tax policy that extends ordinary tax treatment to debt instruments held by insurance companies. Tax issues including taxation of insurance products and companies Tax treatment of student loan benefits for employees
Client expense: $500,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, Treasury, Dept of
2019 · third_quarter · Taxation/Internal Revenue Code
Lobbied on S. 337/H.R. 947 the Family Act, and the Paid Family Leave Pilot Extension Act of 2018, S. 3412.
Client expense: $40,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2019 · second_quarter · Taxation/Internal Revenue Code
S. 604, the Mobile Workforce State Income Tax Simplification Act of 2019 Implementation of H.R. 1 Tax regulations including the base erosion and anti-abuse tax (REG-104259-18) as included in the Tax Cuts and Jobs Act Tax regulations including modification of discounting rules for insurance companies (REG-103163-18) as included in the Tax Cuts and Jobs Act S. 1005, Modernization of Derivatives Tax (MODA) Act S. 3412, Paid Family Leave Pilot Extension Act of 2018 Tax policy that extends ordinary tax treatment to debt instruments held by insurance companies. Tax issues including taxation of insurance products and companies
Client expense: $430,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, Treasury, Dept of
2019 · second_quarter · Taxation/Internal Revenue Code
Lobbied on S. 337/H.R. 947 the Family Act, and the Paid Family Leave Pilot Extension Act of 2018, S. 3412.
Client expense: $40,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2019 · first_quarter · Taxation/Internal Revenue Code
Lobbied on S. 337/H.R. 947 the Family Act, and the Paid Family Leave Pilot Extension Act of 2018, S. 3412.
Client expense: $40,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2018 · fourth_quarter · Retirement
S. 2526 / H.R. 5282 - The Retirement Enhancement and Savings Act (RESA) Issue: Retirement Security H.R. 6757, The Family Savings Act. Issue: Retirement Security S.2474 - Retirement Savings Lost and Found Act of 2018. Issue: Facilitates location of lost participants. H.R. 3857 - Protecting Advice from Small Savers Act of 2017. Issue: Nullifies the DOLs fiduciary rule. H.R. 854 - the Retirement Security for American Workers Act. Issue: expanding retirement savings plans. S. 1383: Retirement Security Act of 2017. Issue: retirement security H.R. 2055/ S. 868 - Lifetime Income Disclosure Act. Issue: lifetime income illustration H.R. 2823, the Affordable Retirement Advice for Savers Act. Issue: alternative to the DOL fiduciary rule H.R. 4610, the RETIRE Act. Issue: electronic delivery of retirement statements. H.R. 4524, the Retirement Simplification and Enhancement Act. Issue: 401(k) plan improvements and lifetime income provisions. H.R. 4523, the Automatic Retirement Plan Act. Issue: mandatory 401(k) H.R. 4637, The Small Businesses Add Value for Employees (SAVE) Act of 2017. Issue: various retirement savings improvement provisions. H.R. 4604, The Increasing Access to a Secure Retirement Act. Issue: measures to bolster Americans retirement security and annuity selection safe harbor. H.R. 3910, Amends the Internal Revenue Code of 1986 to make lifetime income and managed account options of defined contribution retirement savings plans portable. H,R. 3596, Rightsizing Pension Premiums Act of 2017: amends ERISA to alter the premiums for CSEC organizations. (Discussed this bill in the context of RESA) H.R. 1962, Retirement Security Preservation Act of 2017: provides relief to DB plans related to non-discrimination testing. (Discussed this bill in the context of RESA) HR 6990, Portable Retirement and Investment Account (PRIA) Act. Creates a government-run retirement system. S. 3781, the Retirement Security and Savings Act. Contains numerous provisions that simplify and expand retirement coverage. S. 3771, Retirement Parity for Student Loans Act. Allows employers to provide a match to an employees retirement account in the amount of their yearly student loan payment. Pub.L. 111-148-The Patient Protection and Affordable Care Act, Issue: Assessments under state-based insurance exchanges. H.R.4225/S.2241 Legislation amending Affordable Care Act provisions on health exchange assessments. Issue: Health Exchange Assessments HR 6157, Pub.L.115-245 Appropriations for 2019 to support funding for SSA and SSDI hearing backlog. Issue: disability insurance. H.R. ___/S.___ Draft legislation on tax treatment and consumer financing for long-term care insurance. Issue: expanding long term care insurance coverage. Issue: LTC H.R.____/S._____ Draft legislation to expand IRC Section 125 cafeteria plans to include long term care insurance. Issue: expanding long term care insurance. Issue: LTC H.R.___/S._____ Draft legislation to allow auto enrollment of private disability insurance in employer provided plans. Issue: Disability insurance H.R. 5138 and HR 6128 Legislation to expand use of HSAs. S. 337/HR 947 FAMILY Act to provide for federal benefit for paid family and medical leave. Issue: disability insurance S. 3412 Extension of paid family medical leave tax credit for employers. Issue: disability insurance
Client expense: $1,024,543 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2018 · fourth_quarter · Insurance
HR 7278 To amend the Employee Retirement Income Security Act of 1974 (Rep. Ron Estes, R-KS) {General Accounts Legislation} HR 5059 - State Insurance Regulation Preservation Act - Overlap of federal examination General Account Legislation - Products are being targeted by plaintiffs' firms seeking to hold insurers liable as fiduciaries under ERISA - which is contrary to the current interpretation of the law. S.3412 Paid Family Leave Pilot Extension Act of 2018 (Sen. Deb Fischer, R- NE) S. 2188, S.2289,S.3744 Consumer data protection & data breach prevention legislation
Client expense: $100,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2018 · fourth_quarter · Retirement
S. 2526 / H.R. 5282 - The Retirement Enhancement and Savings Act (RESA) Issue: Retirement Security S.2474 - Retirement Savings Lost and Found Act of 2018. Issue: Facilitates location of lost participants. H.R. 3857 - Protecting Advice from Small Savers Act of 2017. Issue: Nullifies the DOLs fiduciary rule. H.R. 854 - the Retirement Security for American Workers Act. Issue: expanding retirement savings plans. S. 1383: Retirement Security Act of 2017. Issue: retirement security H.R. 1 - Tax Cuts and Jobs Act. Issue: tax reform as it pertains to life insurance H.R. 1688/S. 695, Issue: Form 5500 efficiencies H.R. 2055/ S. 868 - Lifetime Income Disclosure Act. Issue: lifetime income illustration S. 1321, the Affordable Retirement Advice Protection Act. Issue: alternative to the DOL fiduciary rule H.R. 2823, the Affordable Retirement Advice for Savers Act. Issue: alternative to the DOL fiduciary rule H.R. 4610, the RETIRE Act. Issue: electronic delivery of retirement statements. H.R. 4524, the Retirement Simplification and Enhancement Act. Issue: 401(k) plan improvements and lifetime income provisions. H.R. 4523, the Automatic Retirement Plan Act. Issue: mandatory 401(k) H.R. 4637, The Small Businesses Add Value for Employees (SAVE) Act of 2017. Issue: various retirement savings improvement provisions. H.R. 4604, The Increasing Access to a Secure Retirement Act. Issue: measures to bolster Americans retirement security and annuity selection safe harbor. H.R. 3910, Amends the Internal Revenue Code of 1986 to make lifetime income and managed account options of defined contribution retirement savings plans portable. H.R. 3596, Rightsizing Pension Premiums Act of 2017: amends ERISA to alter the premiums for CSEC organizations. (Discussed this bill in the context of RESA) H.R. 1962, Retirement Security Preservation Act of 2017: provides relief to DB plans related to non-discrimination testing. (Discussed this bill in the context of RESA) HR 6990, Portable Retirement and Investment Account (PRIA) Act. Creates a government-run retirement system. S. 3781, the Retirement Security and Savings Act: Simplifies and expands retirement security S. 3771, Retirement Parity for Student Loans Act. Allows employers to provide a match to an employees retirement account in the amount of their yearly student loan payment. HR 6157, Pub.L.115-245 Appropriations for 2019 to support funding for SSA and SSDI hearing backlog. Issue: disability insurance. H.R. 5138 and HR 6128 Legislation to expand use of HSAs. S. 337/HR 947 FAMILY Act to provide for federal benefit for paid family and medical leave. Issue: disability insurance S. 3412 Extension of paid family medical leave tax credit for employers. Issue: disability insurance H.R. 3902 - Small Employer Retirement Savings Auto-Enrollment Credit Act. Issue: Retirement Security H.R. 4610, the RETIRE Act. Issue: electronic delivery of retirement statements. H.R. 4637, The Small Businesses Add Value for Employees (SAVE) Act of 2017. Issue: various retirement savings improvement provisions. Pub.L. 111-148-The Patient Protection and Affordable Care Act, Issue: Assessments under state-based insurance exchanges. H.R.4225/S.2241 Draft legislation amending Affordable Care Act provisions on health exchange assessments. Issue: Health Exchange Assessments HR 1625/Public Law No: 115-141 Consolidated Appropriations Act, 2018 to support funding for SSA and SSDI hearing backlog. Issue: disability insurance. H.R. ___/S.___ Draft legislation on tax treatment and consumer financing for long-term care insurance. Issue: expanding long term care insurance coverage. H.R.____/S._____ Draft legislation to expand IRC Section 125 cafeteria plans to include long term care insurance. Issue: expanding long term care insurance. H.R. 5138 and HR 6128 Legislation to expand use of HSAs.
Client expense: $510,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
2018 · fourth_quarter · Retirement
Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform. HR 854 The Retirement Security for American Workers Act. Issue: expanding retirement savings plans. S 1383 Retirement Security Act of 2017. Issue: retirement security. HR 6757 The Family Savings Act. Issue: retirement security. HR 2055 / S 868 Lifetime Income Disclosure Act. Issue: lifetime income illustration. Draft legislation to facilitate disability income insurance options for employees including automatic enrollment. S 2526 / HR 5282 The Retirement Enhancement and Savings Act (RESA). Issue: retirement security. HR 4610 The RETIRE Act. Issue: electronic delivery of retirement statements. HR 4524 The Retirement Simplification and Enhancement Act. Issue: 401(k) plan improvements and lifetime income provisions. HR 4523 The Automatic Retirement Plan Act. Issue: mandatory 401(k). HR 4637 The Small Business Add Value for Employees (SAVE) Act of 2017. Issue: retirement savings improvement provisions. HR 4604 The Increasing Access to a Secure Retirement Act. Issue: measures to bolster Americans' retirement security and annuity selection safe harbor. HR 3910 Amends the Internal Revenue Code to make lifetime income and managed account options of defined contribution retirement savings plans portable. PL 111-148 The Patient Protection and Affordable Care Act. Issue: assessments under state-based insurance exchanges. S 2241 / HR 4225 Legislation amending the Affordable Care Act provision on health exchange assessments. Issue: health exchange assessments. S 3781 The Retirement and Savings Act. Issue: provisions that simplify and expand retirement coverage. HR 6157 Appropriations for 2019 to support funding for SSA and SSDI hearing backlog. Issue: disability insurance. Draft legislation on tax treatment and consumer financing for long term care insurance. Issue: expanding long term care insurance coverage. S 337 / HR 947 FAMILY Act. Issue: disability insurance. S 3412 Extension of paid family and medical leave tax credit for employers.
Client expense: $190,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2018 · fourth_quarter · Health Issues
P.L. 111-375 National Alzheimer's Project Act, All Sections P.L. 115-119 Recognize, Assist, Include, Support and Engage (RAISE) Family Caregivers Act S.311/H.R.2972 Alzheimer's Caregiver Support Act H.R. 1676/S. 693 The Palliative Care and Hospice Education and Training Act S. Res 49 A resolution declaring that achieving the primary goal of the National Plan to Address Alzheimer's Disease of the Department of Health and Human Services to prevent and effectively treat Alzheimer's disease by 2025 is an urgent national priority H.R.2953/S.2164 Preventive Health Savings Act S. 464 the Independence at Home Act of 2017 S. 547 Senior Financial Empowerment Act of 2017 S. 1606 In-Home CARE Act H.R.2505/S.1151 Credit for Caring Act H.R.2797/S.1334 Patient Choice and Quality Care Act H.R.2973/S.2208 Alzheimer's Disease Semipostal Stamp Act S.2076/H.R.4256 BOLD Infrastructure for Alzheimer's Act S.1188/H.R.2535 Lifespan Respite Care Reauthorization Act H.R.5191 Medical Improvement of Neurodegenerative Diseases (MIND) Act of 2018 S.2387/H.R.4957 Concentrating on High-Value Alzheimer's Needs to Get to an End (CHANGE) Act of 2018 H.R.3493/S.3608 Care Corps Demonstration Act The CY 2018 Revisions to Payment Policies under the Physician Fee Schedule and Other Revisions to Medicare Part B H.R.6561 Comprehensive Care for Seniors Act of 2018 H.R.6646 Younger-Onset Alzheimer's Disease Parity Act H.R.6502 Reducing Unnecessary Senior Hospitalizations (RUSH) Act of 2018 S.3412 Paid Family Leave Pilot Act
Client expense: $480,000 · Firm income: Not reported
Government targets: Administration on Aging, Centers For Disease Control & Prevention (CDC), Centers For Medicare and Medicaid Services (CMS), Defense, Dept of (DOD), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Indian Health Service, Interior, Dept of (DOI), Justice, Dept of (DOJ), Natl Institutes of Health (NIH), SENATE, Veterans Affairs, Dept of (VA)
2018 · fourth_quarter · Retirement
Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform. HR 854 The Retirement Security for American Workers Act. Issue: expanding retirement savings plans. S 1383 Retirement Security Act of 2017. Issue: retirement security. HR 6757 The Family Savings Act. Issue: retirement security. HR 2055 / S 868 Lifetime Income Disclosure Act. Issue: lifetime income illustration. Draft legislation to facilitate disability income insurance options for employees including automatic enrollment. S 2526 / HR 5282 The Retirement Enhancement and Savings Act (RESA). Issue: retirement security. HR 4610 The RETIRE Act. Issue: electronic delivery of retirement statements. HR 4524 The Retirement Simplification and Enhancement Act. Issue: 401(k) plan improvements and lifetime income provisions. HR 4523 The Automatic Retirement Plan Act. Issue: mandatory 401(k). HR 4637 The Small Business Add Value for Employees (SAVE) Act of 2017. Issue: retirement savings improvement provisions. HR 4604 The Increasing Access to a Secure Retirement Act. Issue: measures to bolster Americans' retirement security and annuity selection safe harbor. HR 3910 Amends the Internal Revenue Code to make lifetime income and managed account options of defined contribution retirement savings plans portable. PL 111-148 The Patient Protection and Affordable Care Act. Issue: assessments under state-based insurance exchanges. S 2241 / HR 4225 Legislation amending the Affordable Care Act provision on health exchange assessments. Issue: health exchange assessments. S 3781 The Retirement and Savings Act. Issue: provisions that simplify and expand retirement coverage. HR 6157 Appropriations for 2019 to support funding for SSA and SSDI hearing backlog. Issue: disability insurance. Draft legislation on tax treatment and consumer financing for long term care insurance. Issue: expanding long term care insurance coverage. S 337 / HR 947 FAMILY Act. Issue: disability insurance. S 3412 Extension of paid family and medical leave tax credit for employers.
Client expense: $180,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2018 · fourth_quarter · Civil Rights/Civil Liberties
S. 819, H.R.1869, Paycheck Fairness Act S.J. Res. 5, S.J. Res. 6, H.J. Res 33 - Equal Rights Amendment S. 337, the Family and Medical Insurance Leave Act S. 3412, Paid Family Leave Pilot Extension Act of 2018 H.R. 1515, the Juror Non-Discrimination Act S. 635, the Jury ACCESS Act, prohibiting exclusion of persons from jury duty in federal courts on account of sexual orientation or gender identity
Client expense: $190,000 · Firm income: Not reported
Government targets: Commerce, Dept of (DOC), Congressional Budget Office (CBO), Consumer Financial Protection Bureau (CFPB), Education, Dept of, Federal Deposit Insurance Corporation (FDIC), Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Office of Management & Budget (OMB), SENATE, State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR), Veterans Affairs, Dept of (VA), White House Office
2018 · fourth_quarter · Retirement
S. 2526 / H.R. 5282 - The Retirement Enhancement and Savings Act (RESA) Issue: Retirement Security S.2474 - Retirement Savings Lost and Found Act of 2018. Issue: Facilitates location of lost participants. H.R. 3857 - Protecting Advice from Small Savers Act of 2017. Issue: Nullifies the DOLs fiduciary rule. H.R. 854 - the Retirement Security for American Workers Act. Issue: expanding retirement savings plans. S. 1383: Retirement Security Act of 2017. Issue: retirement security H.R. 1 - Tax Cuts and Jobs Act. Issue: tax reform as it pertains to life insurance H.R. 1688/S. 695, Issue: Form 5500 efficiencies H.R. 2055/ S. 868 - Lifetime Income Disclosure Act. Issue: lifetime income illustration S. 1321, the Affordable Retirement Advice Protection Act. Issue: alternative to the DOL fiduciary rule H.R. 2823, the Affordable Retirement Advice for Savers Act. Issue: alternative to the DOL fiduciary rule H.R. 4610, the RETIRE Act. Issue: electronic delivery of retirement statements. H.R. 4524, the Retirement Simplification and Enhancement Act. Issue: 401(k) plan improvements and lifetime income provisions. H.R. 4523, the Automatic Retirement Plan Act. Issue: mandatory 401(k) H.R. 4637, The Small Businesses Add Value for Employees (SAVE) Act of 2017. Issue: various retirement savings improvement provisions. H.R. 4604, The Increasing Access to a Secure Retirement Act. Issue: measures to bolster Americans retirement security and annuity selection safe harbor. H.R. 3910, Amends the Internal Revenue Code of 1986 to make lifetime income and managed account options of defined contribution retirement savings plans portable. H.R. 3596, Rightsizing Pension Premiums Act of 2017: amends ERISA to alter the premiums for CSEC organizations. (Discussed this bill in the context of RESA) H.R. 1962, Retirement Security Preservation Act of 2017: provides relief to DB plans related to non-discrimination testing. (Discussed this bill in the context of RESA) HR 6990, Portable Retirement and Investment Account (PRIA) Act. Creates a government-run retirement system. S. 3781, the Retirement Security and Savings Act: Simplifies and expands retirement security S. 3771, Retirement Parity for Student Loans Act. Allows employers to provide a match to an employees retirement account in the amount of their yearly student loan payment. HR 6157, Pub.L.115-245 Appropriations for 2019 to support funding for SSA and SSDI hearing backlog. Issue: disability insurance. H.R. 5138 and HR 6128 Legislation to expand use of HSAs. S. 337/HR 947 FAMILY Act to provide for federal benefit for paid family and medical leave. Issue: disability insurance S. 3412 Extension of paid family medical leave tax credit for employers. Issue: disability insurance H.R. 3902 - Small Employer Retirement Savings Auto-Enrollment Credit Act. Issue: Retirement Security H.R. 4610, the RETIRE Act. Issue: electronic delivery of retirement statements. H.R. 4637, The Small Businesses Add Value for Employees (SAVE) Act of 2017. Issue: various retirement savings improvement provisions. Pub.L. 111-148-The Patient Protection and Affordable Care Act, Issue: Assessments under state-based insurance exchanges. H.R.4225/S.2241 Draft legislation amending Affordable Care Act provisions on health exchange assessments. Issue: Health Exchange Assessments HR 1625/Public Law No: 115-141 Consolidated Appropriations Act, 2018 to support funding for SSA and SSDI hearing backlog. Issue: disability insurance. H.R. ___/S.___ Draft legislation on tax treatment and consumer financing for long-term care insurance. Issue: expanding long term care insurance coverage. H.R.____/S._____ Draft legislation to expand IRC Section 125 cafeteria plans to include long term care insurance. Issue: expanding long term care insurance. H.R. 5138 and HR 6128 Legislation to expand use of HSAs.
Client expense: $510,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2018 · fourth_quarter · Insurance
HR 7278 To amend the Employee Retirement Income Security Act of 1974 (Rep. Ron Estes, R-KS) {General Accounts Legislation} HR 5059 - State Insurance Regulation Preservation Act - Overlap of federal examination General Account Legislation - Products are being targeted by plaintiffs' firms seeking to hold insurers liable as fiduciaries under ERISA - which is contrary to the current interpretation of the law. S.3412 Paid Family Leave Pilot Extension Act of 2018 (Sen. Deb Fischer, R- NE) S. 2188, S.2289,S.3744 Consumer data protection & data breach prevention legislation
Client expense: $100,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Discussed social isolation and related issues with Senate staff. Discussed reauthorization of the Older Americans Act with House, Senate and ACL staff. P.L. 115-119, RAISE Family Caregivers Act and H.R. 6157, Department of Defense and Labor, Health and Human Services, and Education Appropriations Act, 2019 and Continuing Appropriations Act, 2019 - discussed funding and implementation of the RAISE Family Caregivers Act and related issues. P.L. 115-119, RAISE Family Caregivers Act - discussed implementation of the law and the Family Caregiving Advisory Council, Older Americans Act reauthorization, family caregiving and long-term services and supports (ACL). Submitted a nomination and support for a nomination for the Family Caregiving Advisory Council under the RAISE Family Caregivers Act, P.L. 115-119 (House, Senate and ACL). Discussed Long-Term Services and Supports Scorecard and AARP family caregiving research, reports, papers (ACL, no bill number). Shared invitations to What They Had screening and reception (no bill number, House and Senate). Discussed family caregiving statistics (no bill number). S. 3412, Paid Family Leave Pilot Extension Act - discussed the bill, family caregiving, and Treasury guidance on the current employer tax credit for paid leave in the Tax Cuts and Jobs Act (P.L. 115-97) (Senate). S. 3608/H.R. 3493, Care Corps Demonstration Act - discussed Senate bill introduction. Discussed supporting family caregivers and barriers to doing so, family caregiver assessment in the Medicaid home and community-based services state plan option, Medicare and family caregivers (ACL). Discussed ACT Caucus members (no bill number, House and Senate). Discussed ACT Caucus in 2019 (House, no bill number). H.J.R. 143, H.R. 695, Short-term Continuing Appropriations Act Resolution, 2019,H.R.6157, Department of Defense and Labor, Health and Human Services, and Education Appropriations Act, 2019 and Continuing Appropriations Act, 2019 - Lobbied in support of funding for various programs, including Social Security administrative expenses, senior nutrition (USDA Commodity Supplemental Food program and Older Americans Act Title III), caregiving, energy assistance, supportive services, housing and volunteer community service programs. Discussed social isolation and related issues with Senate staff.
Client expense: $2,140,000 · Firm income: Not reported
Government targets: Agriculture, Dept of (USDA), Centers For Medicare and Medicaid Services (CMS), Equal Employment Opportunity Commission (EEOC), Federal Highway Administration (FHA), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), Natl Highway Traffic Safety Administration (NHTSA), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
2018 · fourth_quarter · Taxation/Internal Revenue Code
Lobbied on Base Erosion Tax provisions and on S. 337/H.R. 947 the Family Act, and the Paid Family Leave Pilot Extension Act of 2018, S. 3412.
Client expense: $40,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Office of Management & Budget (OMB), SENATE, Treasury, Dept of
2018 · fourth_quarter · Health Issues
Legislative Opioids Crisis Response Act - S. 2680/H.R. 6 Health Care Reform - ongoing legislative and regulatory implementation of the Patient Protection and Affordable Care Act (ACA), Cadillac tax on health benefits Continuing Appropriations Act of 2018 - H.J. Res. 125 - two year delay of the Cadillac Tax Middle Class Health Benefits Tax Repeal Act of 2017 - S. 58/H.R. 173 Health Savings Act of 2017 - S. 403/H.R. 1175 Creating High Quality-Results and Outcomes Necessary to Improve Chronic (CHRONIC) Care Act - S. 870 Save American Workers Act - H.R. 3798 Chronic Disease Management Act of 2018 - S. 2410/H.R. 4978 Broader Options for Americans Act - H.R. 2579 Commonsense Reporting Act of 2017 - S. 1908/H.R. 3919 Workflex in the 21st Century Act - H.R. 4219 ACA Relief Legislation - H.R. 4616 Bipartisan HSA Improvements Act of 2018 - H.R. 5138 HSA Employer Flexibility Act - H.R. 6128 Restoring Access to Medication and Modernizing Health Savings Accounts Act - S. 6199 Increasing Access to Lower Premium Plans and Expanding Health Savings Accounts Act - H.R. 6311 Patient Right to Know Drug Prices Act - S. 2554 Paid Family Leave Pilot Extension Act of 2018 - S. 3412 Reducing Costs for Out-of-Network Service Act of 2018 - S. 3541 No More Surprise Medical Bills Act of 2018 - S. 3592 Retirement, Savings, and Other Tax Relief Act of 2018 Protecting Patients from Surprise Medical Bills Act - Legislative Discussion Draft The Bipartisan Budget Act of 2018 Consolidated Appropriations Act of 2018 Fiscal Year 2019 budget proposal - provisions affecting employer-sponsored benefits Cost transparency and out-of-network billing Regulatory and Other Cost transparency Association Health Plans (AHPs) Health Reimbursement Accounts (HRAs) - Proposed regulations to use HRAs to purchase health insurance on the individual markets High Deductible Health Plans (HDHPs) Health Savings Accounts (HSAs) Department of Health & Human Services - Blueprint to Lower Drug Prices and Reduce Out-of-Pocket Costs Federal disaster tax, filing and reporting relief for employers and individuals Presidential Executive Order: Reducing Regulation and Controlling Regulatory Cost Presidential Executive Order: Minimizing the Economic Burden of the Patient Protection and Affordable Care Act Pending Repeal Presidential Executive Order Promoting Healthcare Choice and Competition Across the United States - STLDI Employer wellness programs - nondiscrimination rules: Americans with Disabilities ACT (ADA) & Genetic Information Nondiscrimination Act (GINA) - Final regulations Medicare Advantage Program State health care requirements affecting self-insured plans FAQs - proposed guidance regarding implementation the Mental Health Parity and Addiction Equity Act of 2008 (MHPAEA) - as amended by the Affordable Care Act (ACA) and the 21st Century Cures Act Electronic communication and disclosure of benefits information Paid leave proposals and issues
Client expense: $286,066 · Firm income: Not reported
Government targets: Centers For Medicare and Medicaid Services (CMS), Equal Employment Opportunity Commission (EEOC), 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, White House Office
2018 · fourth_quarter · Retirement
S. 2526 / H.R. 5282 - The Retirement Enhancement and Savings Act (RESA) Issue: Retirement Security H.R. 6757, The Family Savings Act. Issue: Retirement Security S.2474 - Retirement Savings Lost and Found Act of 2018. Issue: Facilitates location of lost participants. H.R. 3857 - Protecting Advice from Small Savers Act of 2017. Issue: Nullifies the DOLs fiduciary rule. H.R. 854 - the Retirement Security for American Workers Act. Issue: expanding retirement savings plans. S. 1383: Retirement Security Act of 2017. Issue: retirement security H.R. 2055/ S. 868 - Lifetime Income Disclosure Act. Issue: lifetime income illustration H.R. 2823, the Affordable Retirement Advice for Savers Act. Issue: alternative to the DOL fiduciary rule H.R. 4610, the RETIRE Act. Issue: electronic delivery of retirement statements. H.R. 4524, the Retirement Simplification and Enhancement Act. Issue: 401(k) plan improvements and lifetime income provisions. H.R. 4523, the Automatic Retirement Plan Act. Issue: mandatory 401(k) H.R. 4637, The Small Businesses Add Value for Employees (SAVE) Act of 2017. Issue: various retirement savings improvement provisions. H.R. 4604, The Increasing Access to a Secure Retirement Act. Issue: measures to bolster Americans retirement security and annuity selection safe harbor. H.R. 3910, Amends the Internal Revenue Code of 1986 to make lifetime income and managed account options of defined contribution retirement savings plans portable. H,R. 3596, Rightsizing Pension Premiums Act of 2017: amends ERISA to alter the premiums for CSEC organizations. (Discussed this bill in the context of RESA) H.R. 1962, Retirement Security Preservation Act of 2017: provides relief to DB plans related to non-discrimination testing. (Discussed this bill in the context of RESA) HR 6990, Portable Retirement and Investment Account (PRIA) Act. Creates a government-run retirement system. S. 3781, the Retirement Security and Savings Act. Contains numerous provisions that simplify and expand retirement coverage. S. 3771, Retirement Parity for Student Loans Act. Allows employers to provide a match to an employees retirement account in the amount of their yearly student loan payment. Pub.L. 111-148-The Patient Protection and Affordable Care Act, Issue: Assessments under state-based insurance exchanges. H.R.4225/S.2241 Legislation amending Affordable Care Act provisions on health exchange assessments. Issue: Health Exchange Assessments HR 6157, Pub.L.115-245 Appropriations for 2019 to support funding for SSA and SSDI hearing backlog. Issue: disability insurance. H.R. ___/S.___ Draft legislation on tax treatment and consumer financing for long-term care insurance. Issue: expanding long term care insurance coverage. Issue: LTC H.R.____/S._____ Draft legislation to expand IRC Section 125 cafeteria plans to include long term care insurance. Issue: expanding long term care insurance. Issue: LTC H.R.___/S._____ Draft legislation to allow auto enrollment of private disability insurance in employer provided plans. Issue: Disability insurance H.R. 5138 and HR 6128 Legislation to expand use of HSAs. S. 337/HR 947 FAMILY Act to provide for federal benefit for paid family and medical leave. Issue: disability insurance S. 3412 Extension of paid family medical leave tax credit for employers. Issue: disability insurance
Client expense: $1,024,543 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2018 · fourth_quarter · Retirement
RET - Fourth Quarter Report - 2018 H.R. 854 - the Retirement Security for American Workers Act. Issue: expanding retirement savings plans. H.R. 1962 - Retirement Security Preservation Act of 2017: provides relief to DB plans related to non-discrimination testing. (Discussed this bill in the context of RESA) H.R. 2055/ S. 868 - Lifetime Income Disclosure Act. Issue: lifetime income illustration H.R. 2823 - the Affordable Retirement Advice for Savers Act. Issue: alternative to the DOL fiduciary rule H.R. 3596 - Rightsizing Pension Premiums Act of 2017: amends ERISA to alter the premiums for CSEC organizations. (Discussed this bill in the context of RESA) H.R. 3857 - Protecting Advice from Small Savers Act of 2017. Issue: Nullifies the DOLs fiduciary rule. H.R. 3910 - Amends the Internal Revenue Code of 1986 to make lifetime income and managed account options of defined contribution retirement savings plans portable. H.R. 4523 - the Automatic Retirement Plan Act. Issue: mandatory 401(k) H.R. 4524 - the Retirement Simplification and Enhancement Act. Issue: 401(k) plan improvements and lifetime income provisions. H.R. 4604 - The Increasing Access to a Secure Retirement Act. Issue: measures to bolster Americans retirement security and annuity selection safe harbor. H.R. 4610 - the RETIRE Act. Issue: electronic delivery of retirement statements. H.R. 4637 - The Small Businesses Add Value for Employees (SAVE) Act of 2017. Issue: various retirement savings improvement provisions. H.R. 6157, Pub.L.115-245 Appropriations for 2019 to support funding for SSA and SSDI hearing backlog. Issue: disability insurance. H.R. 6757 - The Family Savings Act. Issue: Retirement Security H.R. 6990 - Portable Retirement and Investment Account (PRIA) Act. Creates a government-run retirement system. H.R. ___/S.___ Draft legislation on tax treatment and consumer financing for long-term care insurance. Issue: expanding long term care insurance coverage. Issue: LTC H.R.____/S._____ Draft legislation to expand IRC Section 125 cafeteria plans to include long term care insurance. Issue: expanding long term care insurance. Issue: LTC H.R.___/S._____ Draft legislation to allow auto enrollment of private disability insurance in employer provided plans. Issue: Disability insurance S. 337/HR 947 - FAMILY Act to provide for federal benefit for paid family and medical leave. Issue: disability insurance S. 1383 - Retirement Security Act of 2017. Issue: retirement security S. 2474 - Retirement Savings Lost and Found Act of 2018. Issue: Facilitates location of lost participants. S. 2526 / H.R. 5282 - The Retirement Enhancement and Savings Act (RESA) Issue: Retirement Security S. 3412- Extension of paid family medical leave tax credit for employers. Issue: disability insurance S. 3771 - Retirement Parity for Student Loans Act. Allows employers to provide a match to an employees retirement account in the amount of their yearly student loan payment. S. 3781 - the Retirement Security and Savings Act. Contains numerous provisions that simplify and expand retirement coverage.
Client expense: $620,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2018 · third_quarter · Civil Rights/Civil Liberties
S. 819, H.R.1869, Paycheck Fairness Act S.J. Res. 5, H.J. Res 33 - Equal Rights Amendment S. 337, the Family and Medical Insurance Leave Act S. 3412, Paid Family Leave Pilot Extension Act of 2018
Client expense: $190,000 · Firm income: Not reported
Government targets: Commerce, Dept of (DOC), Congressional Budget Office (CBO), Consumer Financial Protection Bureau (CFPB), Education, Dept of, Federal Deposit Insurance Corporation (FDIC), Federal Emergency Management Agency (FEMA), Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Office of Management & Budget (OMB), SENATE, State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office