Advancing Support for Working Families Act

Legislative & Regulatory Issues Related to Labor, Workplace & Benefits Policy: S. 788 - The Equality Act; Paid Family & Medical Leave (no bill); H.R. 1185, The Family Act; H.R. 1044, Fairness for High-Skilled Immigrants Act of 2019 (Senate amendment to HR 1044); S. 2976 - Advancing Support for Working Families Act; H.R. 6 "American Dream and Promise Act of 2019, S. 874 "Dream Act of 2019." S. 1895, the Lower Health Care Costs Act of 2019; surprise medical bills legislation.

Client expense: $1,050,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Education, Dept of, Energy, Dept of, HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Natl Economic Council (NEC), Natl Institute of Standards & Technology (NIST), Office of Management & Budget (OMB), Office of Science & Technology Policy (OSTP), SENATE, Treasury, Dept of, U.S. Trade Representative (USTR), White House Office

Issues related to blood safety; S. 2976 FY 2021 Agriculture Appropriations bill.

Client expense: Not reported · Firm income: $10,000

Government targets: Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, SENATE

Support for S. 4637, the Helping Parents During COVID Act; Support for H.R. 5296/S. 2976, the Advancing Support for Working Families Act; and support for DOJ enforcement of obscenity statutes, such as 18 U.S.C. 1460-1470.

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

Government targets: Education, Dept of, Federal Communications Commission (FCC), HOUSE OF REPRESENTATIVES, Justice, Dept of (DOJ), SENATE, White House Office

Proposals to create or expand federal paid family and medical leave programs or incentives. H.R. 1185/S. 1185 - Family and Medical Insurance Leave Act S.2976/H.R.5294 - Advancing Support for Working Families Act H.R. 6201 - Family First Coronavirus Response Act. ISSUE: Paid sick and family medical leave HR 6800 - The Health and Economic Recovery Omnibus Emergency Solutions Act (Heroes Act). ISSUE: Paid sick and family medical leave HR 925 - The Heroes Act. ISSUE: Paid sick and family medical leave HR 2474 - Protecting Right to Organize Act of 2019 S.4738 - Worker Flexibility and Small Business Protection Act of 2020 H.R.1418 - Competitive Health Insurance Reform Act of 2020; ISSUE: supplemental insurance products

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

General education around paid family, medical and sick leave issues; H.R.1185 and S.463, the Family and Medical Insurance Leave Act; S.1174 and H.R.1534, Federal Employee Paid Leave Act; S.2976 and H.R. 5296, Advancing Support for Working Families Act; P.L. 116-123, Coronavirus Preparedness and Response Supplemental Appropriations Act, 2020; P.L. 116-127, Families First Coronavirus Response Act; P.L. 116-136,Coronavirus Aid, Relief, and Economic Security Act; H.R.6150 and S.3415, Paid Sick Days for Public Health Emergencies and Personal and Family Care Act; S.3513, Providing Americans Insured Days of Leave Act of 2020; P.L. 116-139, the Paycheck Protection Program and Health Care Enhancement Act; S.4049/H.R.6395, National Defense Authorization Act for Fiscal Year 2021; H.R.6800, The Heroes Act; H.R.8337,Continuing Appropriations Act, 2021 and Other Extensions Act; S.4775, Delivering Immediate Relief to America's Families, Schools and Small Businesses Act; H.R. 8406, the Heroes Act; Senate Amendment 2652 related to COVID-19 relief; P.L. 116-159, the Continuing Appropriations Act, 2021 and Other Extensions Act; and P.L.116-260, Consolidated Appropriations Act, 2021.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 5/S. 788, Equality Act H.R. 7, Paycheck Fairness Act H.R. 582/S. 150, Raise the Wage Act H.R. 748/S. 3548, Coronavirus Aid, Relief, and Economic Security (CARES) Act H.R. 1185/S.463, Family and Medical Insurance Leave (FAMILY) Act H.R. 1309, Workplace Violence Prevention for Health Care and Social Service Workers Act H.R. 1784/S. 840, Healthy Families Act H.R. 1935, Wage Equity Act of 2019 H.R. 2055/S. 1066, An Act Targeting Resources to Communities in Need H.R. 2213, To amend the Internal Revenue Code of 1986 to make the work opportunity credit permanent H.R. 2438/S. 982, Not Invisible Act of 2019 H.R. 2474/S. 1306, Protecting the Right to Organize Act of 2019 H.R. 2694, Pregnant Workers Fairness Act H.R. 2740, Labor, Health and Human Services, Education, Defense, State, Foreign Operations, and Energy and Water Development Appropriations Act, 2020 H.R. 3279, Diversity in Corporate Leadership Act of 2019 H.R. 5084, Improving Corporate Governance Through Diversity Act of 2019 H.R. 5674/S. 604, Mobile Workforce State Income Tax Simplification Act of 2020 H.R. 6074, Coronavirus Preparedness and Response Supplemental Appropriations Act, 2020 H.R. 6201, Families First Coronavirus Response Act H.R. 6988, Helping Gig Economy Workers Act of 2020 H.R. 7617, Defense, Commerce, Justice, Science, Energy and Water Development, Financial Services and General Government, Labor, Health and Human Services, Education, Transportation, Housing, and Urban Development Appropriations Act, 2021 S. 920, A bill to amend title II of the Social Security Act to make available parental leave benefits to parents following the birth or adoption of a child, and for other purposes S. 1043, Working Families Flexibility Act of 2019 S. 2976, Advancing Support for Working Families Act S. 3607, Safeguarding America's First Responders Act of 2020 Draft legislation titled ADA Education and Reform Act of 2019 Draft legislation regarding independent contractors Potential legislation similar to H.R. 5728/ S. 2810, Workplace Democracy Act (115th Congress) Potential legislation similar to H.R. 6080/S. 3064, Workers' Freedom to Negotiate Act of 2018 Potential legislation similar to S. 3802, Effective Apprenticeships to Rebuild National Skills (EARNS) Act (115th Congress) Nomination of Eugene Scalia to be Secretary at the U.S. Department of Labor Nomination of Keith Sonderling to be a Member of the Equal Employment Opportunity Commission Nomination of John Pallasch to the Employment & Training Administration Nomination of Amanda Wood Laihow to the Occupational Safety and Health Review Commission Nomination of Cynthia L. Attwood to the Occupational Safety and Health Review Commission Nomination of Marvin Kaplan be a Member of the National Labor Relations Board Nomination of Lauren McFerran to be a Member of the National Labor Relations Board Nomination of Andrea Lucas to be a Member of the Equal Employment Opportunity Commission Nomination of Jocelyn Samuels to be a Member of the Equal Employment Opportunity Commission Final rule to improve tracking of workplace injuries and illnesses (81 Fed. Reg. 29,624-29,694, May 12, 2016) and proposal to revise final regulations (83 Fed. Reg. 36,494, July 30, 2018) Request for Information the control of hazardous energy (lockout/tagout) (84 Fed. Reg. 22,756-22,762, May 20, 2019) Proposed rule on Joint Employer Status Under the Fair Labor Standards Act, (84 Fed. Reg. 14,043-14,061, April 9, 2019) Proposed rule regarding labor organization annual financial reports for trusts in which a labor organization is interested, Form T-1 (84 Fed. Reg. 25,130, May 30th, 2019) Best Interest Contract Exemption (PTE 2016-01); Class Exemption for Principal Transactions in Certain Assets Between Investment Advice Fiduciaries and Employee Benefit Plans and IRAs (PTE 2016-02) (82 FR 56,545-56,560, November 28, 2017) Notice of information collection, request for new control number for a currently approved Collection: Employer Information Report (EEO-1) Component 1; Revision of Existing Approval for EEO-1 Component 2 (84 Fed. Reg. 48,138-48,142, September 12, 2019) Proposed rulemaking fluctuating workweek method of computing overtime (84 Fed. Reg. 59,590-59,602, November 5, 2019) Proposed rule regarding nondiscrimination obligations of federal contractors and subcontractors: procedures to resolve potential employment discrimination (84 Fed. Reg. 71,875-71,887, December 30, 2019) Proposed rule regarding independent contractor status under the Fair Labor Standards Act, (85 Fed. Reg. 60600-60,639, September 25, 2020) Various issues relating to ambush elections regulations by the National Labor Relations Board (NLRB); Department of Labors regulatory agenda, apprenticeship program; Department of Labor overtime eligibility regulations; Department of Labor review of existing Department of Labor guidance on the fiduciary responsibilities for proxy voting to determine whether any such guidance should be rescinded, replaced, or modified to ensure consistency with current law and policies that promote long-term growth and maximize return on ERISA plan assets; Executive Order 13706, Establishing Paid Sick Leave for Federal Contractors; Executive Order 13950, Combating Race and Sex Stereotyping; NLRB joint employer standard; paid leave; paid family leave; paid sick leave; project labor agreements (PLAs); workplace harassment; reforms to National Labor Relations Act (P.L.74-198) and the Fair Labor Standards Act (P.L. 75-178); potential legislation on the minimum wage; unemployment insurance; antitrust policy; vertical merger guidelines; implementation of paid and sick leave and other requirements in the Families First Coronavirus Response Act (P.L. 116-127); coronavirus pandemic related issues; pregnancy discrimination; oversight addressing the National Labor Relations Board, including implementation and oversight of the National Labor Relations Act (P.L. 74-198); election procedures under the Railway Labor Act (P.L. 69-257); NLRB decisions and regulatory agenda; definition of labor organization under the Labor Management Reporting and Disclosure Act (P.L. 85-257); Department of Labor Field Assistance Bulletin No. 2018-01 regarding compliance with Interpretive Bulletin 2016-01 and 2015-01; Department of Labor interpretive bulletin relating to the fiduciary standard under ERISA in considering economically targeted investments; Department of Labor interpretive bulletin relating to the exercise of shareholder rights; Department of Labor regulations surrounding ERISA fiduciary obligations around proxy voting; comment letter to Department of Labor on Improving Investment Advice for Workers and Retirees; comment letter to Department of Labor on Financial Factors in Selecting Plan Investments; comment letter to Department of Labor on Fiduciary Duties Regarding Proxy Voting and Shareholder Rights; multiemployer pension plans (MEPs); immigration and economic relief; independent contractor issues; public comment on proposed rulemaking labor organization annual financial reports: coverage of intermediate bodies; public comment regarding non-compete clauses used in employment contracts; request for information to the U.S. Department of Labor on paid leave; public comment on representation-case procedures: election bars; proof of majority status in construction industry collective-bargaining relationships; comments asking U.S. Treasury and Department of Labor for reporting requirements delays, good faith compliance, and allowing extra time to comply with specific notice requests; comments on support for the Department of Labors final default electronic disclosure by employee pension benefit plans under ERISA; Occupational Safety and Health Administration (OSHA) emergency temporary standard proposal; Senate Health, Education, Labor, and Pensions Committee hearing on NLRB and EEOC nominees; single-employer defined benefit plans and COVID-19; Equal Employment Opportunity Commission nominations; request for information on paid family leave; state unemployment insurance (UI) trust fund depletion; unemployment insurance supplement; interagency Labor Committee for Monitoring and Enforcement Procedural Guidelines for Petitions Pursuant to the USMCA; unemployment insurance issues

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

Government targets: Agriculture, Dept of (USDA), Army, Dept of (Corps of Engineers), Bureau of Citizenship & Immigration Services (BCIS), Bureau of Industry and Security (BIS), Bureau of Reclamation, Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Consumer Financial Protection Bureau (CFPB), 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), Federal Aviation Administration (FAA), Federal Communications Commission (FCC), Federal Deposit Insurance Corporation (FDIC), Federal Emergency Management Agency (FEMA), Federal Energy Regulatory Commission (FERC), Federal Motor Carrier Safety Administration, Federal Reserve System, Federal Trade Commission (FTC), General Services Administration (GSA), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Interior, Dept of (DOI), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Economic Council (NEC), Natl Institute of Standards & Technology (NIST), Natl Labor Relations Board (NLRB), Natl Security Council (NSC), Natl Telecommunications & Information Administration (NTIA), Office of Management & Budget (OMB), Office of Science & Technology Policy (OSTP), Office of the Comptroller of the Currency (OCC), Patent & Trademark Office (PTO), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Small Business Administration (SBA), State, Dept of (DOS), Transportation Security Administration (TSA), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Copyright Office, U.S. Customs & Border Protection, U.S. Trade Representative (USTR), White House Office

Proposals to advance paid leave, including S.2976/H.R. 5296, Advancing Support for Working Families Act; S.463/H.R.1185, The FAMILY Act; S.920, New Parents Act of 2019; S.1043, Working Families Flexibility Act; and the CRADLE Act. Issues related to the federal response to the COVID-19 pandemic and impact to the extension of employee benefits. Issues related to H.R. 133, Consolidated Appropriations Act for Fiscal Year 2021, including paid leave.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

-S.1431, Retirement Security and Savings Act - To amend the Internal Revenue Code of 1986 to encourage retirement and family savings, and for other purposes. (Portman/Cardin II) -H.R. 860, the Social Security 2100 Act - To protect our Social Security system and improve benefits for current and future generations. -H.R. 1043, S. 460, the Employer Participation in Repayment Act - This bill expands the tax exclusion for employer-provided educational assistance to include payments of qualified education loans by an employer to either an employee or a lender. -H.R. 4610 (2017), RETIRE Act - authorize the electronic delivery of pension plan documents required to be furnished to a plan participant, beneficiary, or other individual. -H.R.1043; S. 460, Participation in Repayment Act of 2019, Student Debt repayments through employer contributions -H.R.7203 (2018), Long-Term Care Account Act - allows tax-exempt long-term care accounts that are funded using a taxpayer's gains from the sale or assignment of a life insurance contract. S. 1019, Strengthening Financial Security Through Short-Term Savings Act - allow employers to automatically enroll their workers into emergency savings accounts (ESAs) in addition to retirement accounts. S. 1018, Refund to Rainy Day Savings Act -allow individuals to defer receipt of 20 percent of their tax refund for 180 days, at which time the deferred amount is paid with interest. H.R. 2120, S. 1053, Saving for the Future Act - require employers with 10 or more employees to contribute 50 cents for every hour worked by an employee (including part-time employees) to a savings account. S. 354/H.R. 982, A bill to avoid duplicative annual reporting under the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974, and for other purposes H.R. 3078, Expanding Access to Retirement Savings for Caregivers Act - To amend the Internal Revenue Code of 1986 to reduce the age for making catch-up contributions to retirement accounts to take into account time out of the workforce to provide dependent care services. H.R. 1907, Retirement Security for American Workers Act - To amend the Internal Revenue Code of 1986 to modify the qualification requirements with respect to certain multiple employer plans with pooled plan providers, and for other purposes. H. Res. 328, Supporting the protection of elders through financial literacy - expresses the understanding that continued education and cooperation among law enforcement, financial institutions, regulatory agencies, and private sector organizations are necessary to combat elder financial exploitation. S. 975/H.R. 2005, Women's Retirement Protection Act - To amend the Employee Retirement Income Security Act of 1974 to provide for greater spousal protection under defined contribution plans Issue: SEC/DOL Best Interest Standard of Care H.R. 1865, the Further Consolidated Appropriations Act of 2020 - government funding package including certain retirement security changes. Add: S. 2962, the Higher Education Loan Payment and Enhanced Retirement (HELPER) Act -- individuals to take up to $5,250 from their 401(k) or IRA each year to help pay for college or pay down student loan debt HR 5991, S. 3358, Part-Time Worker Bill of Rights Act -- ERISA to give part-time workers who have worked at least 500 hours for two consecutive years access to retirement plans if they are offered by their employers to full-time workers. H.R. 5306, the Know Your Social Security Act--require the Social Security Administration to mail annual earnings statements to everyone who pays into the program. HR 5726, Senior Housing IRA Act of 2020 -- amends capital gains treatment from the sale or exchange of a principal residence qualified individuals so long as money is used for retirement. HR 5296, S. 2976, Advancing Support for Working Families Act - Paid family leave to allow advance of child tax credits for birth/adoption S. 3341, CEO and Worker Pension Fairness Act - to make NQDC plans taxable when they vest. H.R. 5958, Senior Health Planning Account Act -allow seniors to use life settlement proceeds, tax-free, to pay for health care costs via Senior Heath Planning Accounts HR 6257, Public Service Retirement Fairness Act - permit 403(b) plans to invest in collective investment trusts (CITs) DRAFT, HR __, to allow ETFs within variable insurance products. HR 6276 Retirement Parity for Student Loans Act 2020- permit retirement plans to make matching contributions to workers as if their student loan payments were retirement contributions H.R. 6562, Securing Additional Value for Every Retirement Saver (SAVERS) Act - temporarily raises contribution limits on tax-preferred retirement savings plans and individual retirement accounts. H.R. 6994, S. 3795, Registration for Index Linked Annuities (RILA) Act - directs SEC to devise a new filing form for registered index-linked annuities (RILAs) H.R. 6732, To direct the Secretary of the Treasury to modify certain regulations relating to insurance-dedicated exchange-traded funds - to allow ETFs in variable insurance products DRAFT, Emergency Savings Account Act - establish short term emergency savings account similar to short term savings account idea similar to S. 1018 (Young, Cotton, Jones, Booker) S 4173Military Spouses Retirement Security - improve retirement security for military families S 4192Retirement Savings Lost and Found Act - to coordinate lost retirement plans HR 7668 Financial Services and General Government Appropriations Act, 2021- FSGG appropriations S.2524 Financial Services and General Government Appropriations Act, 2020 - Senate FSGG appropriations S 4297 Addressing Missed-savings Opportunities for Retirement due to an Epidemic Act (AMORE Act) - to make additional retirement contributions to such plans for any taxable year beginning in 2021 or 2022 S 4323TRUST Act - special committee to make Social Security trust fund reconditions HR 8083 Preserving Employee Retirement Savings Act of 2020 - tax credit to encourage business to continue matching retirement contributions S 5064 Improving Access to Retirement Savings Act-- A bill to amend the Internal Revenue Code of 1986 to increase retirement savings, to improve retirement plan administration, and for other purposes. S 5035Encouraging Americans to Save Act -- To amend the Internal Revenue Code of 1986 to provide matching payments for retirement savings contributions by certain individuals. HR 8990 Lifetime Income for Employees Act -- To amend the Employee Retirement Income Security Act of 1974 to permit default investment arrangements in annuities, and for other purposes. HR 8695 Protecting Retirement Savers and Everyday Investors Act -- To impose a limitation on taxation and fees on transactions by certain securities industry participants, and for other purposes. HR 8696 Securing a Strong Retirement Act -- To increase retirement savings, simplify and clarify retirement plan rules, and for other purposes. S 4820Long-term Care Affordability Act-- allows the use of tax-exempt retirement plan distributions to pay for long-term health care insurance HR 8606 Savings for All Vocations Enhancement (SAVE) Act -- To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes, and for other purposes. HR 895p Retirees Sustainable Investment Policies Act -- o amend the Employee Retirement Income Security Act of 1974 to require retirement plans to establish Sustainable Investment Policies. HR 8960 Sustainable Investment Policies Act -- amend the Investment Advisers Act of 1940 to require large asset managers to establish Sustainable Investment Policies. DRAFT Auto(k) Retirement Plan Act -- To amend the Internal Revenue Code of 1986 to expand retirement plan coverage, increase retirement security, and for other purposes

Client expense: $1,130,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Federal Deposit Insurance Corporation (FDIC), Federal Emergency Management Agency (FEMA), Federal Reserve System, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Copyright Office, U.S. Postal Service (USPS)

H.R. 5/S. 788, Equality Act H.R. 7, Paycheck Fairness Act H.R. 582/S. 150, Raise the Wage Act H.R. 748/S. 3548, Coronavirus Aid, Relief, and Economic Security (CARES) Act H.R. 1185/S.463, Family and Medical Insurance Leave (FAMILY) Act H.R. 1309, Workplace Violence Prevention for Health Care and Social Service Workers Act H.R. 1784/S. 840, Healthy Families Act H.R. 1935, Wage Equity Act of 2019 H.R. 2055/S. 1066, An Act Targeting Resources to Communities in Need H.R. 2213, To amend the Internal Revenue Code of 1986 to make the work opportunity credit permanent H.R. 2438/S. 982, Not Invisible Act of 2019 H.R. 2474/S. 1306, Protecting the Right to Organize Act of 2019 H.R. 2694, Pregnant Workers Fairness Act H.R. 2740, Labor, Health and Human Services, Education, Defense, State, Foreign Operations, and Energy and Water Development Appropriations Act, 2020 H.R. 3279, Diversity in Corporate Leadership Act of 2019 H.R. 5084, Improving Corporate Governance Through Diversity Act of 2019 H.R. 5674/S. 604, Mobile Workforce State Income Tax Simplification Act of 2020 H.R. 6074, Coronavirus Preparedness and Response Supplemental Appropriations Act, 2020 H.R. 6201, Families First Coronavirus Response Act H.R. 6988, Helping Gig Economy Workers Act of 2020 H.R. 7617, Defense, Commerce, Justice, Science, Energy and Water Development, Financial Services and General Government, Labor, Health and Human Services, Education, Transportation, Housing, and Urban Development Appropriations Act, 2021 S. 920, A bill to amend title II of the Social Security Act to make available parental leave benefits to parents following the birth or adoption of a child, and for other purposes S. 1043, Working Families Flexibility Act of 2019 S. 2976, Advancing Support for Working Families Act S. 3607, Safeguarding America's First Responders Act of 2020 Draft legislation titled ADA Education and Reform Act of 2019 Draft legislation regarding independent contractors Potential legislation similar to H.R. 5728/ S. 2810, Workplace Democracy Act (115th Congress) Potential legislation similar to H.R. 6080/S. 3064, Workers' Freedom to Negotiate Act of 2018 Potential legislation similar to S. 3802, Effective Apprenticeships to Rebuild National Skills (EARNS) Act (115th Congress) Nomination of Eugene Scalia to be Secretary at the U.S. Department of Labor Nomination of Keith Sonderling to be a Member of the Equal Employment Opportunity Commission Nomination of John Pallasch to the Employment & Training Administration Nomination of Amanda Wood Laihow to the Occupational Safety and Health Review Commission Nomination of Cynthia L. Attwood to the Occupational Safety and Health Review Commission Nomination of Marvin Kaplan be a Member of the National Labor Relations Board Nomination of Lauren McFerran to be a Member of the National Labor Relations Board Nomination of Andrea Lucas to be a Member of the Equal Employment Opportunity Commission Nomination of Jocelyn Samuels to be a Member of the Equal Employment Opportunity Commission Final rule to improve tracking of workplace injuries and illnesses (81 Fed. Reg. 29,624-29,694, May 12, 2016) and proposal to revise final regulations (83 Fed. Reg. 36,494, July 30, 2018) Request for Information the control of hazardous energy (lockout/tagout) (84 Fed. Reg. 22,756-22,762, May 20, 2019) Proposed rule on Joint Employer Status Under the Fair Labor Standards Act, (84 Fed. Reg. 14,043-14,061, April 9, 2019) Proposed rule regarding labor organization annual financial reports for trusts in which a labor organization is interested, Form T-1 (84 Fed. Reg. 25,130, May 30th, 2019) Best Interest Contract Exemption (PTE 2016-01); Class Exemption for Principal Transactions in Certain Assets Between Investment Advice Fiduciaries and Employee Benefit Plans and IRAs (PTE 2016-02) (82 FR 56,545-56,560, November 28, 2017) Notice of information collection, request for new control number for a currently approved Collection: Employer Information Report (EEO-1) Component 1; Revision of Existing Approval for EEO-1 Component 2 (84 Fed. Reg. 48,138-48,142, September 12, 2019) Proposed rulemaking fluctuating workweek method of computing overtime (84 Fed. Reg. 59,590-59,602, November 5, 2019) Proposed rule regarding nondiscrimination obligations of federal contractors and subcontractors: procedures to resolve potential employment discrimination (84 Fed. Reg. 71,875-71,887, December 30, 2019) Proposed rule regarding independent contractor status under the Fair Labor Standards Act, (85 Fed. Reg. 60600-60,639, September 25, 2020) Various issues relating to ambush elections regulations by the National Labor Relations Board (NLRB); Department of Labors regulatory agenda, apprenticeship program; Department of Labor overtime eligibility regulations; Department of Labor review of existing Department of Labor guidance on the fiduciary responsibilities for proxy voting to determine whether any such guidance should be rescinded, replaced, or modified to ensure consistency with current law and policies that promote long-term growth and maximize return on ERISA plan assets; Executive Order 13706, Establishing Paid Sick Leave for Federal Contractors; Executive Order 13950, Combating Race and Sex Stereotyping; NLRB joint employer standard; paid leave; paid family leave; paid sick leave; project labor agreements (PLAs); workplace harassment; reforms to National Labor Relations Act (P.L.74-198) and the Fair Labor Standards Act (P.L. 75-178); potential legislation on the minimum wage; unemployment insurance; antitrust policy; vertical merger guidelines; implementation of paid and sick leave and other requirements in the Families First Coronavirus Response Act (P.L. 116-127); coronavirus pandemic related issues; pregnancy discrimination; oversight addressing the National Labor Relations Board, including implementation and oversight of the National Labor Relations Act (P.L. 74-198); election procedures under the Railway Labor Act (P.L. 69-257); NLRB decisions and regulatory agenda; definition of labor organization under the Labor Management Reporting and Disclosure Act (P.L. 85-257); Department of Labor Field Assistance Bulletin No. 2018-01 regarding compliance with Interpretive Bulletin 2016-01 and 2015-01; Department of Labor interpretive bulletin relating to the fiduciary standard under ERISA in considering economically targeted investments; Department of Labor interpretive bulletin relating to the exercise of shareholder rights; Department of Labor regulations surrounding ERISA fiduciary obligations around proxy voting; comment letter to Department of Labor on Improving Investment Advice for Workers and Retirees; comment letter to Department of Labor on Financial Factors in Selecting Plan Investments; comment letter to Department of Labor on Fiduciary Duties Regarding Proxy Voting and Shareholder Rights; multiemployer pension plans (MEPs); immigration and economic relief; independent contractor issues; public comment on proposed rulemaking labor organization annual financial reports: coverage of intermediate bodies; public comment regarding non-compete clauses used in employment contracts; request for information to the U.S. Department of Labor on paid leave; public comment on representation-case procedures: election bars; proof of majority status in construction industry collective-bargaining relationships; comments asking U.S. Treasury and Department of Labor for reporting requirements delays, good faith compliance, and allowing extra time to comply with specific notice requests; comments on support for the Department of Labors final default electronic disclosure by employee pension benefit plans under ERISA; Occupational Safety and Health Administration (OSHA) emergency temporary standard proposal; Senate Health, Education, Labor, and Pensions Committee hearing on NLRB and EEOC nominees; single-employer defined benefit plans and COVID-19; Equal Employment Opportunity Commission nominations; request for information on paid family leave; state unemployment insurance (UI) trust fund depletion; unemployment insurance supplement; interagency Labor Committee for Monitoring and Enforcement Procedural Guidelines for Petitions Pursuant to the USMCA; unemployment insurance issues

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

Government targets: Agriculture, Dept of (USDA), Army, Dept of (Corps of Engineers), Bureau of Citizenship & Immigration Services (BCIS), Bureau of Industry and Security (BIS), Bureau of Reclamation, Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Consumer Financial Protection Bureau (CFPB), 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), Federal Aviation Administration (FAA), Federal Communications Commission (FCC), Federal Deposit Insurance Corporation (FDIC), Federal Emergency Management Agency (FEMA), Federal Energy Regulatory Commission (FERC), Federal Motor Carrier Safety Administration, Federal Reserve System, Federal Trade Commission (FTC), General Services Administration (GSA), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Interior, Dept of (DOI), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Economic Council (NEC), Natl Institute of Standards & Technology (NIST), Natl Labor Relations Board (NLRB), Natl Security Council (NSC), Natl Telecommunications & Information Administration (NTIA), Office of Management & Budget (OMB), Office of Science & Technology Policy (OSTP), Office of the Comptroller of the Currency (OCC), Patent & Trademark Office (PTO), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Small Business Administration (SBA), State, Dept of (DOS), Transportation Security Administration (TSA), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Copyright Office, U.S. Customs & Border Protection, U.S. Trade Representative (USTR), White House Office

Support for S. 4637, the Helping Parents During COVID Act; Support for H.R. 5296/S. 2976, the Advancing Support for Working Families Act; and support for DOJ enforcement of obscenity statutes, such as 18 U.S.C. 1460-1470.

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

Government targets: Education, Dept of, Federal Communications Commission (FCC), HOUSE OF REPRESENTATIVES, Justice, Dept of (DOJ), SENATE, White House Office

Issues related to blood safety; S. 2976 FY 2021 Agriculture Appropriations bill.

Client expense: Not reported · Firm income: $10,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Proposals to create or expand federal paid family and medical leave programs or incentives. H.R. 1185/S. 1185 - Family and Medical Insurance Leave Act S.2976/H.R.5294 - Advancing Support for Working Families Act H.R. 6201 - Family First Coronavirus Response Act. ISSUE: Paid sick and family medical leave HR 6800 - The Health and Economic Recovery Omnibus Emergency Solutions Act (Heroes Act). ISSUE: Paid sick and family medical leave HR 925 - The Heroes Act. ISSUE: Paid sick and family medical leave

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Legislative & Regulatory Issues Related to Labor, Workplace & Benefits Policy: S. 788 - The Equality Act; Paid Family & Medical Leave (no bill); H.R. 1185, The Family Act; H.R. 1044, Fairness for High-Skilled Immigrants Act of 2019 (Senate amendment to HR 1044); S.2976 - Advancing Support for Working Families Act; H.R. 6 "American Dream and Promise Act of 2019, S.874 "Dream Act of 2019". S.1895, the Lower Health Care Costs Act of 2019; Surprise Medical bills legislation.

Client expense: $650,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Education, Dept of, HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Economic Council (NEC), Patent & Trademark Office (PTO), SENATE, Treasury, Dept of, U.S. Trade Representative (USTR), White House Office

General education around paid family, medical and sick leave issues; H.R.1185 and S.463, the Family and Medical Insurance Leave Act; S.1174 and H.R.1534, Federal Employee Paid Leave Act; S.2976 and H.R. 5296, Advancing Support for Working Families Act; P.L. 116-123, Coronavirus Preparedness and Response Supplemental Appropriations Act, 2020; P.L. 116-127, Families First Coronavirus Response Act; P.L. 116-136, Coronavirus Aid, Relief, and Economic Security (CARES) Act; H.R.6150 and S.3415, Paid Sick Days for Public Health Emergencies and Personal and Family Care Act; S.3513, Providing Americans Insured Days of Leave Act of 2020; P.L. 116-139, the Paycheck Protection Program and Health Care Enhancement Act; S.4049/H.R.6395, National Defense Authorization Act for Fiscal Year 2021; H.R.6800, The Heroes Act; H.R.8337, Continuing Appropriations Act, 2021 and Other Extensions Act; S.4775, Delivering Immediate Relief to America's Families, Schools and Small Businesses Act.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 5/S. 788, Equality Act H.R. 7, Paycheck Fairness Act H.R. 582/S. 150, Raise the Wage Act H.R. 748/S. 3548, Coronavirus Aid, Relief, and Economic Security (CARES) Act H.R. 1185/S.463, Family and Medical Insurance Leave (FAMILY) Act H.R. 1309, Workplace Violence Prevention for Health Care and Social Service Workers Act H.R. 1784/S. 840, Healthy Families Act H.R. 1935, Wage Equity Act of 2019 H.R. 2055/S. 1066, An Act Targeting Resources to Communities in Need H.R. 2213, To amend the Internal Revenue Code of 1986 to make the work opportunity credit permanent H.R. 2438/S. 982, Not Invisible Act of 2019 H.R. 2474/S. 1306, Protecting the Right to Organize Act of 2019 H.R. 2694, Pregnant Workers Fairness Act H.R. 2740, Labor, Health and Human Services, Education, Defense, State, Foreign Operations, and Energy and Water Development Appropriations Act, 2020 H.R. 3279, Diversity in Corporate Leadership Act of 2019 H.R. 5084, Improving Corporate Governance Through Diversity Act of 2019 H.R. 5674/S. 604, Mobile Workforce State Income Tax Simplification Act of 2020 H.R. 6074, Coronavirus Preparedness and Response Supplemental Appropriations Act, 2020 H.R. 6201, Families First Coronavirus Response Act H.R. 6988, Helping Gig Economy Workers Act of 2020 H.R. 7617, Defense, Commerce, Justice, Science, Energy and Water Development, Financial Services and General Government, Labor, Health and Human Services, Education, Transportation, Housing, and Urban Development Appropriations Act, 2021 S. 920, A bill to amend title II of the Social Security Act to make available parental leave benefits to parents following the birth or adoption of a child, and for other purposes S. 1043, Working Families Flexibility Act of 2019 S. 2976, Advancing Support for Working Families Act S. 3607, Safeguarding America's First Responders Act of 2020 Draft legislation titled ADA Education and Reform Act of 2019 Draft legislation regarding independent contractors Potential legislation similar to H.R. 5728/ S. 2810, Workplace Democracy Act (115th Congress) Potential legislation similar to H.R. 6080/S. 3064, Workers' Freedom to Negotiate Act of 2018 Potential legislation similar to S. 3802, Effective Apprenticeships to Rebuild National Skills (EARNS) Act (115th Congress) Nomination of Eugene Scalia to be Secretary at the U.S. Department of Labor Nomination of Keith Sonderling to be a Member of the Equal Employment Opportunity Commission Nomination of John Pallasch to the Employment & Training Administration Nomination of Amanda Wood Laihow to the Occupational Safety and Health Review Commission Nomination of Cynthia L. Attwood to the Occupational Safety and Health Review Commission Nomination of Marvin Kaplan be a Member of the National Labor Relations Board Nomination of Lauren McFerran to be a Member of the National Labor Relations Board Nomination of Andrea Lucas to be a Member of the Equal Employment Opportunity Commission Nomination of Jocelyn Samuels to be a Member of the Equal Employment Opportunity Commission Final rule to improve tracking of workplace injuries and illnesses (81 Fed. Reg. 29,624-29,694, May 12, 2016) and proposal to revise final regulations (83 Fed. Reg. 36,494, July 30, 2018) Request for Information the control of hazardous energy (lockout/tagout) (84 Fed. Reg. 22,756-22,762, May 20, 2019) Proposed rule on Joint Employer Status Under the Fair Labor Standards Act, (84 Fed. Reg. 14,043-14,061, April 9, 2019) Proposed rule regarding labor organization annual financial reports for trusts in which a labor organization is interested, Form T-1 (84 Fed. Reg. 25,130, May 30th, 2019) Best Interest Contract Exemption (PTE 2016-01); Class Exemption for Principal Transactions in Certain Assets Between Investment Advice Fiduciaries and Employee Benefit Plans and IRAs (PTE 2016-02) (82 FR 56,545-56,560, November 28, 2017) Notice of information collection, request for new control number for a currently approved Collection: Employer Information Report (EEO-1) Component 1; Revision of Existing Approval for EEO-1 Component 2 (84 Fed. Reg. 48,138-48,142, September 12, 2019) Proposed rulemaking fluctuating workweek method of computing overtime (84 Fed. Reg. 59,590-59,602, November 5, 2019) Proposed rule regarding nondiscrimination obligations of federal contractors and subcontractors: procedures to resolve potential employment discrimination (84 Fed. Reg. 71,875-71,887, December 30, 2019) Proposed rule regarding independent contractor status under the Fair Labor Standards Act, (85 Fed. Reg. 60600-60,639, September 25, 2020) Various issues relating to ambush elections regulations by the National Labor Relations Board (NLRB); Department of Labors regulatory agenda, apprenticeship program; Department of Labor overtime eligibility regulations; Department of Labor review of existing Department of Labor guidance on the fiduciary responsibilities for proxy voting to determine whether any such guidance should be rescinded, replaced, or modified to ensure consistency with current law and policies that promote long-term growth and maximize return on ERISA plan assets; Executive Order 13706, Establishing Paid Sick Leave for Federal Contractors; Executive Order 13950, Combating Race and Sex Stereotyping; NLRB joint employer standard; paid leave; paid family leave; paid sick leave; project labor agreements (PLAs); workplace harassment; reforms to National Labor Relations Act (P.L.74-198) and the Fair Labor Standards Act (P.L. 75-178); potential legislation on the minimum wage; unemployment insurance; antitrust policy; vertical merger guidelines; implementation of paid and sick leave and other requirements in the Families First Coronavirus Response Act (P.L. 116-127); coronavirus pandemic related issues; pregnancy discrimination; oversight addressing the National Labor Relations Board, including implementation and oversight of the National Labor Relations Act (P.L. 74-198); election procedures under the Railway Labor Act (P.L. 69-257); NLRB decisions and regulatory agenda; definition of labor organization under the Labor Management Reporting and Disclosure Act (P.L. 85-257); Department of Labor Field Assistance Bulletin No. 2018-01 regarding compliance with Interpretive Bulletin 2016-01 and 2015-01; Department of Labor interpretive bulletin relating to the fiduciary standard under ERISA in considering economically targeted investments; Department of Labor interpretive bulletin relating to the exercise of shareholder rights; Department of Labor regulations surrounding ERISA fiduciary obligations around proxy voting; comment letter to Department of Labor on Improving Investment Advice for Workers and Retirees; comment letter to Department of Labor on Financial Factors in Selecting Plan Investments; comment letter to Department of Labor on Fiduciary Duties Regarding Proxy Voting and Shareholder Rights; multiemployer pension plans (MEPs); immigration and economic relief; independent contractor issues; public comment on proposed rulemaking labor organization annual financial reports: coverage of intermediate bodies; public comment regarding non-compete clauses used in employment contracts; request for information to the U.S. Department of Labor on paid leave; public comment on representation-case procedures: election bars; proof of majority status in construction industry collective-bargaining relationships; comments asking U.S. Treasury and Department of Labor for reporting requirements delays, good faith compliance, and allowing extra time to comply with specific notice requests; comments on support for the Department of Labors final default electronic disclosure by employee pension benefit plans under ERISA; Occupational Safety and Health Administration (OSHA) emergency temporary standard proposal; Senate Health, Education, Labor, and Pensions Committee hearing on NLRB and EEOC nominees; single-employer defined benefit plans and COVID-19; Equal Employment Opportunity Commission nominations; request for information on paid family leave; state unemployment insurance (UI) trust fund depletion; unemployment insurance supplement; interagency Labor Committee for Monitoring and Enforcement Procedural Guidelines for Petitions Pursuant to the USMCA; unemployment insurance issues

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

Government targets: Agriculture, Dept of (USDA), Army, Dept of (Corps of Engineers), Bureau of Citizenship & Immigration Services (BCIS), Bureau of Industry and Security (BIS), Bureau of Reclamation, Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Consumer Financial Protection Bureau (CFPB), 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), Federal Aviation Administration (FAA), Federal Communications Commission (FCC), Federal Deposit Insurance Corporation (FDIC), Federal Emergency Management Agency (FEMA), Federal Energy Regulatory Commission (FERC), Federal Motor Carrier Safety Administration, Federal Reserve System, Federal Trade Commission (FTC), General Services Administration (GSA), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Interior, Dept of (DOI), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Economic Council (NEC), Natl Institute of Standards & Technology (NIST), Natl Labor Relations Board (NLRB), Natl Security Council (NSC), Natl Telecommunications & Information Administration (NTIA), Office of Management & Budget (OMB), Office of Science & Technology Policy (OSTP), Office of the Comptroller of the Currency (OCC), Patent & Trademark Office (PTO), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Small Business Administration (SBA), State, Dept of (DOS), Transportation Security Administration (TSA), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Copyright Office, U.S. Customs & Border Protection, U.S. Trade Representative (USTR), White House Office

-S.1431, Retirement Security and Savings Act - To amend the Internal Revenue Code of 1986 to encourage retirement and family savings, and for other purposes. (Portman/Cardin II) -H.R. 860, the Social Security 2100 Act - To protect our Social Security system and improve benefits for current and future generations. -H.R. 1043, S. 460, the Employer Participation in Repayment Act - This bill expands the tax exclusion for employer-provided educational assistance to include payments of qualified education loans by an employer to either an employee or a lender. -H.R. 4610 (2017), RETIRE Act - authorize the electronic delivery of pension plan documents required to be furnished to a plan participant, beneficiary, or other individual. -H.R.1043; S. 460, Participation in Repayment Act of 2019, Student Debt repayments through employer contributions -H.R.7203 (2018), Long-Term Care Account Act - allows tax-exempt long-term care accounts that are funded using a taxpayer's gains from the sale or assignment of a life insurance contract. S. 1019, Strengthening Financial Security Through Short-Term Savings Act - allow employers to automatically enroll their workers into emergency savings accounts (ESAs) in addition to retirement accounts. S. 1018, Refund to Rainy Day Savings Act -allow individuals to defer receipt of 20 percent of their tax refund for 180 days, at which time the deferred amount is paid with interest. H.R. 2120, S. 1053, Saving for the Future Act - require employers with 10 or more employees to contribute 50 cents for every hour worked by an employee (including part-time employees) to a savings account. S. 354/H.R. 982, A bill to avoid duplicative annual reporting under the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974, and for other purposes H.R. 3078, Expanding Access to Retirement Savings for Caregivers Act - To amend the Internal Revenue Code of 1986 to reduce the age for making catch-up contributions to retirement accounts to take into account time out of the workforce to provide dependent care services. H.R. 1907, Retirement Security for American Workers Act - To amend the Internal Revenue Code of 1986 to modify the qualification requirements with respect to certain multiple employer plans with pooled plan providers, and for other purposes. H. Res. 328, Supporting the protection of elders through financial literacy - expresses the understanding that continued education and cooperation among law enforcement, financial institutions, regulatory agencies, and private sector organizations are necessary to combat elder financial exploitation. S. 975/H.R. 2005, Women's Retirement Protection Act - To amend the Employee Retirement Income Security Act of 1974 to provide for greater spousal protection under defined contribution plans Issue: SEC/DOL Best Interest Standard of Care H.R. 1865, the Further Consolidated Appropriations Act of 2020 - government funding package including certain retirement security changes. Add: S. 2962, the Higher Education Loan Payment and Enhanced Retirement (HELPER) Act -- individuals to take up to $5,250 from their 401(k) or IRA each year to help pay for college or pay down student loan debt HR 5991, S. 3358, Part-Time Worker Bill of Rights Act -- ERISA to give part-time workers who have worked at least 500 hours for two consecutive years access to retirement plans if they are offered by their employers to full-time workers. H.R. 5306, the Know Your Social Security Act--require the Social Security Administration to mail annual earnings statements to everyone who pays into the program. HR 5726, Senior Housing IRA Act of 2020 -- amends capital gains treatment from the sale or exchange of a principal residence qualified individuals so long as money is used for retirement. HR 5296, S. 2976, Advancing Support for Working Families Act - Paid family leave to allow advance of child tax credits for birth/adoption S. 3341, CEO and Worker Pension Fairness Act - to make NQDC plans taxable when they vest. H.R. 5958, Senior Health Planning Account Act -allow seniors to use life settlement proceeds, tax-free, to pay for health care costs via Senior Heath Planning Accounts HR 6257, Public Service Retirement Fairness Act - permit 403(b) plans to invest in collective investment trusts (CITs) DRAFT, HR __, to allow ETFs within variable insurance products. HR 6276 Retirement Parity for Student Loans Act 2020- permit retirement plans to make matching contributions to workers as if their student loan payments were retirement contributions H.R. 6562, Securing Additional Value for Every Retirement Saver (SAVERS) Act - temporarily raises contribution limits on tax-preferred retirement savings plans and individual retirement accounts. H.R. 6994, S. 3795, Registration for Index Linked Annuities (RILA) Act - directs SEC to devise a new filing form for registered index-linked annuities (RILAs) H.R. 6732, To direct the Secretary of the Treasury to modify certain regulations relating to insurance-dedicated exchange-traded funds - to allow ETFs in variable insurance products DRAFT, Emergency Savings Account Act - establish short term emergency savings account similar to short term savings account idea similar to S. 1018 (Young, Cotton, Jones, Booker) DRAFT, SECURE Act 2.0 - to make improvements to retirement security S 4173Military Spouses Retirement Security - improve retirement security for military families S 4192Retirement Savings Lost and Found Act - to coordinate lost retirement plans HR 7668 Financial Services and General Government Appropriations Act, 2021- FSGG appropriations S.2524 Financial Services and General Government Appropriations Act, 2020 - Senate FSGG appropriations S 4297 Addressing Missed-savings Opportunities for Retirement due to an Epidemic Act (AMORE Act) - to make additional retirement contributions to such plans for any taxable year beginning in 2021 or 2022 S 4323TRUST Act - special committee to make Social Security trust fund reconditions HR 8083 Preserving Employee Retirement Savings Act of 2020 - tax credit to encourage business to continue matching retirement contributions

Client expense: $780,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Federal Deposit Insurance Corporation (FDIC), Federal Emergency Management Agency (FEMA), Federal Reserve System, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Copyright Office, U.S. Postal Service (USPS)

Proposals to advance paid leave, including S.2976/H.R. 5296, Advancing Support for Working Families Act; S.463/H.R.1185, The FAMILY Act; S.920, New Parents Act of 2019; S.1043, Working Families Flexibility Act; and the CRADLE Act. Issues related to the federal response to the COVID-19 pandemic and impact to the extension of employee benefits.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 5/S. 788, Equality Act H.R. 7, Paycheck Fairness Act H.R. 582/S. 150, Raise the Wage Act H.R. 748/S. 3548, Coronavirus Aid, Relief, and Economic Security (CARES) Act H.R. 1185/S.463, Family and Medical Insurance Leave (FAMILY) Act H.R. 1309, Workplace Violence Prevention for Health Care and Social Service Workers Act H.R. 1784/S. 840, Healthy Families Act H.R. 1935, Wage Equity Act of 2019 H.R. 2213, To amend the Internal Revenue Code of 1986 to make the work opportunity credit permanent H.R. 2438/S. 982, Not Invisible Act of 2019 H.R. 2474/S. 1306, Protecting the Right to Organize Act of 2019 H.R. 2500/S. 1790, National Defense Authorization Act for Fiscal Year 2020 H.R. 2694, Pregnant Workers Fairness Act H.R. 2740, Labor, Health and Human Services, Education, Defense, State, Foreign Operations, and Energy and Water Development Appropriations Act, 2020 H.R. 3279, Diversity in Corporate Leadership Act of 2019 H.R. 5084, Improving Corporate Governance Through Diversity Act of 2019 H.R. 5674/S. 604, Mobile Workforce State Income Tax Simplification Act of 2020 H.R. 6074, Coronavirus Preparedness and Response Supplemental Appropriations Act, 2020 H.R. 6201, Families First Coronavirus Response Act H.E. 6800, Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act H.R. 6988, Helping Gig Economy Workers Act of 2020 H.R. 7010, Paycheck Protection Program Flexibility Act of 2020 S. 920, A bill to amend title II of the Social Security Act to make available parental leave benefits to parents following the birth or adoption of a child, and for other purposes S. 1043, Working Families Flexibility Act of 2019 S. 2976, Advancing Support for Working Families Act S. 3607, Safeguarding America's First Responders Act of 2020 Draft legislation titled ADA Education and Reform Act of 2019 Potential legislation similar to H.R. 5728/ S. 2810, Workplace Democracy Act (115th Congress) Potential legislation similar to H.R. 6080/S. 3064, Workers' Freedom to Negotiate Act of 2018 Potential legislation similar to S. 3802, Effective Apprenticeships to Rebuild National Skills (EARNS) Act (115th Congress) Nomination of Marvin Kaplan be a Member of the National Labor Relations Board Nomination of Lauren McFerran to be a Member of the National Labor Relations Board Nomination of Andrea Lucas to be a Member of the Equal Employment Opportunity Commission Nomination of Jocelyn Samuels to be a Member of the Equal Employment Opportunity Commission Proposed regulations on the standard for determining joint employer status (83 Fed. Reg. 46,681-46,697, September 14, 2018) Final rule to improve tracking of workplace injuries and illnesses (81 Fed. Reg. 29,624-29,694, May 12, 2016) and proposal to revise final regulations (83 Fed. Reg. 36,494, July 30, 2018) Request for Information on modifications or revocation of NLRB elections procedures regulation (82 Fed. Reg. 58,783-58,790, December 14, 2017) Request for Information the control of hazardous energy (lockout/tagout) (84 Fed. Reg. 22,756-22,762, May 20, 2019) Proposed rule on Joint Employer Status Under the Fair Labor Standards Act, (84 Fed. Reg. 14,043-14,061, April 9, 2019) Proposed rule regarding labor organization annual financial reports for trusts in which a labor organization is interested, Form T-1 (84 Fed. Reg. 25,130, May 30th, 2019) Best Interest Contract Exemption (PTE 2016-01); Class Exemption for Principal Transactions in Certain Assets Between Investment Advice Fiduciaries and Employee Benefit Plans and IRAs (PTE 2016-02) (82 FR 56,545-56,560, November 29, 2017) Notice of information collection, request for new control number for a currently approved Collection: Employer Information Report (EEO-1) Component 1; Revision of Existing Approval for EEO-1 Component 2 (84 Fed. Reg. 48,138-48,142, September 12, 2019) Proposed rulemaking fluctuating workweek method of computing overtime (84 Fed. Reg. 59,590-59,602, November 5, 2019) Proposed rule regarding nondiscrimination obligations of federal contractors and subcontractors: procedures to resolve potential employment discrimination (84 Fed. Reg. 71,875-71,887, December 30, 2019) Various issues relating to ambush elections regulations by the National Labor Relations Board (NLRB); Department of Labors regulatory agenda, apprenticeship program; Department of Labor overtime eligibility regulations; Department of Labor review of existing Department of Labor guidance on the fiduciary responsibilities for proxy voting to determine whether any such guidance should be rescinded, replaced, or modified to ensure consistency with current law and policies that promote long-term growth and maximize return on ERISA plan assets; Executive Order 13706, Establishing Paid Sick Leave for Federal Contractors; NLRB joint employer standard; paid leave; paid family leave; paid sick leave; project labor agreements (PLAs); workplace harassment; reforms to National Labor Relations Act (P.L.74-198) and the Fair Labor Standards Act (P.L. 75-178); potential legislation on the minimum wage; antitrust policy; vertical merger guidelines; implementation of paid and sick leave and other requirements in the Families First Coronavirus Response Act (P.L. 116-127); coronavirus pandemic related issues; unemployment and the COVID-19 pandemic; workplace liability and the COVID-19 pandemic; unemployment insurance and the COVID-19 pandemic; paid leave and the COVID-19 pandemic; OSHA and the COVID-19 pandemic; pregnancy discrimination; oversight addressing the National Labor Relations Board, including implementation and oversight of the National Labor Relations Act (P.L. 74-198); election procedures under the Railway Labor Act (P.L. 69-257); NLRB decisions and regulatory agenda; definition of labor organization under the Labor Management Reporting and Disclosure Act (P.L. 85-257); Department of Labor Field Assistance Bulletin No. 2018-01 regarding compliance with Interpretive Bulletin 2016-01 and 2015-01; Department of Labor interpretive bulletin relating to the fiduciary standard under ERISA in considering economically targeted investments; Department of Labor interpretive bulletin relating to the exercise of shareholder rights; Department of Labor regulations surrounding ERISA fiduciary obligations around proxy voting; multiemployer pension plan (MEPs); immigration and economic relief; independent contractor issues; public comment on proposed rulemaking labor organization annual financial reports: coverage of intermediate bodies; public comment regarding non-compete clauses used in employment contracts; public comment on representation-case procedures: election bars; proof of majority status in construction industry collective-bargaining relationships; unemployment insurance issues; Bureau of Labor Statistics policies regarding data items on labor force surveys and timeliness of public release of data reports

Client expense: $12,300,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Army, Dept of (Corps of Engineers), Bureau of Citizenship & Immigration Services (BCIS), Bureau of Industry and Security (BIS), Bureau of Labor Statistics (BLS), Bureau of Reclamation, Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Consumer Financial Protection Bureau (CFPB), 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), Federal Aviation Administration (FAA), Federal Communications Commission (FCC), Federal Deposit Insurance Corporation (FDIC), Federal Emergency Management Agency (FEMA), Federal Energy Regulatory Commission (FERC), Federal Motor Carrier Safety Administration, 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), Housing & Urban Development, Dept of (HUD), Interior, Dept of (DOI), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Economic Council (NEC), Natl Institute of Standards & Technology (NIST), Natl Labor Relations Board (NLRB), Natl Security Council (NSC), Natl Telecommunications & Information Administration (NTIA), Office of Management & Budget (OMB), Office of Science & Technology Policy (OSTP), Office of the Comptroller of the Currency (OCC), Patent & Trademark Office (PTO), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Small Business Administration (SBA), State, Dept of (DOS), Transportation Security Administration (TSA), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Copyright Office, U.S. Customs & Border Protection, U.S. Trade Representative (USTR), White House Office

Proposals to create or expand federal paid family and medical leave programs or incentives. H.R. 1185/S. 1185 - Family and Medical Insurance Leave Act S.2976/H.R.5294 - Advancing Support for Working Families Act H.R. 6201 - Family First Coronavirus Response Act. ISSUE: Paid sick and family medical leave

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

National paid family and medical leave issues; H.R.1185 and S.463, the Family and Medical Insurance Leave Act; S.1174 and H.R.1534, Federal Employee Paid Leave Act; S.2976 and H.R. 5296, Advancing Support for Working Families Act; P.L. 116-123, Coronavirus Preparedness and Response Supplemental Appropriations Act, 2020; P.L. 116-127, Families First Coronavirus Response Act; P.L. 116-136, Coronavirus Aid, Relief, and Economic Security (CARES) Act; H.R.1185 and S.463 FAMILY Act; H.R.6150 and S.3415, Paid Sick Days for Public Health Emergencies and Personal and Family Care Act; S.3513, Providing Americans Insured Days of Leave Act of 2020; P.L. 116-139, the Paycheck Protection Program and Health Care Enhancement Act.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Proposals to advance paid leave, including S.2976/H.R. 5296, Advancing Support for Working Families Act; S.463/H.R.1185, The FAMILY Act; S.920, New Parents Act of 2019; S.1043, Working Families Flexibility Act; and the CRADLE Act. H.R. 748, Coronavirus Aid, Relief, and Economic Security Act (CARES Act). Issues related to H.R. 6800, The Health and Economic Recovery Omnibus Emergency Solutions Act (HEROES Act) and extension of employee benefits.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Issues related to blood safety; S. 2976 FY 2021 Agriculture Appropriations bill.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Legislative & Regulatory Issues Related to Labor, Workplace & Benefits Policy: S. 788 - The Equality Act; Paid Family & Medical Leave (no bill); H.R. 1185, The Family Act; H.R. 1044, Fairness for High-Skilled Immigrants Act of 2019 (Senate amendment to HR 1044); S.2976 - Advancing Support for Working Families Act; H.R. 6 "American Dream and Promise Act of 2019, S.874 "Dream Act of 2019". S.1895, the Lower Health Care Costs Act of 2019; surprise medical bills legislation.

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

Government targets: Commerce, Dept of (DOC), Council of Economic Advisers (CEA), Defense, Dept of (DOD), Education, Dept of, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Labor, Dept of (DOL), Natl Economic Council (NEC), Natl Institute of Standards & Technology (NIST), Office of Management & Budget (OMB), Office of Science & Technology Policy (OSTP), SENATE, State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office

-S.1431, Retirement Security and Savings Act - To amend the Internal Revenue Code of 1986 to encourage retirement and family savings, and for other purposes. (Portman/Cardin II) -H.R.1993, to modify the rules relating to multiple employer plans and pooled employer plans and to modify PBGC premiums for CSEC plans. -H.R. 860, the Social Security 2100 Act - To protect our Social Security system and improve benefits for current and future generations. -H.R. 1043, S. 460, the Employer Participation in Repayment Act - This bill expands the tax exclusion for employer-provided educational assistance to include payments of qualified education loans by an employer to either an employee or a lender. -H.R. 4610 (2017), RETIRE Act - authorize the electronic delivery of pension plan documents required to be furnished to a plan participant, beneficiary, or other individual. -H.R.1043; S. 460, Participation in Repayment Act of 2019, Student Debt repayments through employer contributions -H.R.7203 (2018), Long-Term Care Account Act - allows tax-exempt long-term care accounts that are funded using a taxpayer's gains from the sale or assignment of a life insurance contract. -H.R. 1516. S. 647, Wall Street Tax Act - to impose a tax on certain trading transactions S. 1019, Strengthening Financial Security Through Short-Term Savings Act - allow employers to automatically enroll their workers into emergency savings accounts (ESAs) in addition to retirement accounts. S. 1018, Refund to Rainy Day Savings Act -allow individuals to defer receipt of 20 percent of their tax refund for 180 days, at which time the deferred amount is paid with interest. H.R. 2120, S. 1053, Saving for the Future Act - require employers with 10 or more employees to contribute 50 cents for every hour worked by an employee (including part-time employees) to a savings account. H.R. 1876, Senior Security Act of 2019 - to establish an interdivisional task force at the Securities and Exchange Commission (SEC) to develop recommendations to increase protections for older investors who are most vulnerable to exploitation. S. 1435, Federal Retirement Commission Act - establish a federal commission to review private retirement benefit programs and submit a report to Congress S. 354/H.R. 982, A bill to avoid duplicative annual reporting under the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974, and for other purposes H.R. 3078, Expanding Access to Retirement Savings for Caregivers Act - To amend the Internal Revenue Code of 1986 to reduce the age for making catch-up contributions to retirement accounts to take into account time out of the workforce to provide dependent care services. H.R. 1907, Retirement Security for American Workers Act - To amend the Internal Revenue Code of 1986 to modify the qualification requirements with respect to certain multiple employer plans with pooled plan providers, and for other purposes. H. Res. 328, Supporting the protection of elders through financial literacy - expresses the understanding that continued education and cooperation among law enforcement, financial institutions, regulatory agencies, and private sector organizations are necessary to combat elder financial exploitation. S. 345, Surviving Widow(er) Income Fair Treatment (SWIFT) Act - To amend title II of the Social Security Act to increase survivors benefits for disabled widows, widowers, and surviving divorced spouses S. 975/H.R. 2005, Women's Retirement Protection Act - To amend the Employee Retirement Income Security Act of 1974 to provide for greater spousal protection under defined contribution plans Issue: SEC/DOL Best Interest Standard of Care S. ___, Daft legislation to allow retirement plan funds to pay for long-term care insurance (Toomey) H.R. 1865, the Further Consolidated Appropriations Act of 2020 - government funding package including certain retirement security changes. Add: S. 2962, the Higher Education Loan Payment and Enhanced Retirement (HELPER) Act -- individuals to take up to $5,250 from their 401(k) or IRA each year to help pay for college or pay down student loan debt HR 5991, S. 3358, Part-Time Worker Bill of Rights Act -- ERISA to give part-time workers who have worked at least 500 hours for two consecutive years access to retirement plans if they are offered by their employers to full-time workers. H.R. 5306, the Know Your Social Security Act--require the Social Security Administration to mail annual earnings statements to everyone who pays into the program. HR 5726, Senior Housing IRA Act of 2020 -- amends capital gains treatment from the sale or exchange of a principal residence qualified individuals so long as money is used for retirement. HR 5296, S. 2976, Advancing Support for Working Families Act - Paid family leave to allow advance of child tax credits for birth/adoption DRAFT: HR ___, -- retirement security legislation including Automatic Retirement Plan Act and the Retirement Plan Simplification and Enhancement Act. S. 3341, CEO and Worker Pension Fairness Act - to make NQDC plans taxable when they vest. H.R. 5958, Senior Health Planning Account Act -allow seniors to use life settlement proceeds, tax-free, to pay for health care costs via Senior Heath Planning Accounts HR 6257, Public Service Retirement Fairness Act - permit 403(b) plans to invest in collective investment trusts (CITs) DRAFT, HR __, to allow ETFs within variable insurance products. HR 6276 Retirement Parity for Student Loans Act 2020- permit retirement plans to make matching contributions to workers as if their student loan payments were retirement contributions H.R. 6562, Securing Additional Value for Every Retirement Saver (SAVERS) Act - temporarily raises contribution limits on tax-preferred retirement savings plans and individual retirement accounts. H.R. 6994, S. 3795, Registration for Index Linked Annuities (RILA) Act - directs SEC to devise a new filing form for registered index-linked annuities (RILAs) H.R. 6732, To direct the Secretary of the Treasury to modify certain regulations relating to insurance-dedicated exchange-traded funds - to allow ETFs in variable insurance products

Client expense: $1,140,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Federal Deposit Insurance Corporation (FDIC), Federal Emergency Management Agency (FEMA), Federal Reserve System, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Copyright Office, U.S. Postal Service (USPS)

H.R. 1185: FAMILY Act (provisions relating to paid family/medical leave); S. 2976: Advancing Support for Working Families Act (provisions relating to paid family/medical leave); H.R. 6201: Families First Coronavirus Act (all provisions); H.R. 748: Coronavirus Aid, Relief, and Economic Security Act (all provisions); issues relating to labor policy and paid family/medical leave (generally); issues relating to workforce priorities and strategy, Workforce Innovation and Opportunity Act reauthorization, and National Apprenticeship Act reauthorization; issues relating to federal response to COVID-19.

Client expense: $4,810,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Education, Dept of, Energy, Dept of, Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Aeronautics & Space Administration (NASA), Office of Management & Budget (OMB), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR)

Supporting children 0 - 5 years old, Temporary Assistance for Needy Families (TANF), and opioid and substance use disorder effect on young children and families. Child Care Protection Improvement Act (S. 2683) Early Care and Learning Facilities Early Head Start/ Child Care Partnerships Head Start Reform Advancing Support for Working Families Act (S. 2976 and H.R. 5296) Head Start Modernization (H.R. 62) Small Business Child Care Investment Act (S. 2549 and H.R. 5789) Retirement Parity for Working Parents Act Registered Apprenticeships (S. 3445) CCDBG Funding Unemployment Compensation CARES Act H.R. 748

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Promoting adequate income for families with infants and toddlers: Earned Income Tax Credit, Child Tax Credit, Working Families Tax Relief Act (HR 3157; Advancing Support for Working Families Act (S. 2976, H.R. 5296); Emergency Paid Sick Days and Paid Family Leave in FFCRA, PL 116-127

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Proposals to create or expand federal paid family and medical leave programs or incentives. H.R. 1185/S. 1185 - Family and Medical Insurance Leave Act S.2976/H.R.5294 - Advancing Support for Working Families Act H.R. 6201 - Family First Coronavirus Response Act. ISSUE: Paid sick and family medical leave

Client expense: $470,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

National paid family and medical leave issues; H.R.1185 and S.463, the Family and Medical Insurance Leave Act; S.1174 and H.R.1534, Federal Employee Paid Leave Act; S.2976 and H.R. 5296, Advancing Support for Working Families Act; P.L. 116-123, Coronavirus Preparedness and Response Supplemental Appropriations Act, 2020; P.L. 116-127, Families First Coronavirus Response Act; P.L. 116-136, Coronavirus Aid, Relief, and Economic Security (CARES) Act; H.R.1185 and S.463 FAMILY Act; H.R.6150 and S.3415, Paid Sick Days for Public Health Emergencies and Personal and Family Care Act; S.3513, Providing Americans Insured Days of Leave Act of 2020.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 5/S. 788, Equality Act H.R. 7, Paycheck Fairness Act H.R. 582/S. 150, Raise the Wage Act H.R. 748/S. 3548, Coronavirus Aid, Relief, and Economic Security (CARES) Act H.R. 1185/S.463, Family and Medical Insurance Leave (FAMILY) Act H.R. 1309, Workplace Violence Prevention for Health Care and Social Service Workers Act H.R. 1784/S. 840, Healthy Families Act H.R. 1935, Wage Equity Act of 2019 H.R. 2213, To amend the Internal Revenue Code of 1986 to make the work opportunity credit permanent H.R. 2500/S. 1790, National Defense Authorization Act for Fiscal Year 2020 H.R. 2438/S. 982, Not Invisible Act of 2019 H.R. 2474/S. 1306, Protecting the Right to Organize Act of 2019 H.R. 2694, Pregnant Workers Fairness Act H.R. 2740, Labor, Health and Human Services, Education, Defense, State, Foreign Operations, and Energy and Water Development Appropriations Act, 2020 H.R. 3279, Diversity in Corporate Leadership Act of 2019 H.R. 5084, Improving Corporate Governance Through Diversity Act of 2019H.R. 5674/S. 604, Mobile Workforce State Income Tax Simplification Act of 2020 H.R. 6074, Coronavirus Preparedness and Response Supplemental Appropriations Act, 2020 H.R. 6201, Families First Coronavirus Response Act S. 920, A bill to amend title II of the Social Security Act to make available parental leave benefits to parents following the birth or adoption of a child, and for other purposes S. 1043, Working Families Flexibility Act of 2019 S. 2976, Advancing Support for Working Families Act S. 3802, Effective Apprenticeships to Rebuild National Skills (EARNS) Act Draft legislation titled ADA Education and Reform Act of 2019 Potential legislation similar to H.R. 5728/ S. 2810, Workplace Democracy Act (115th Congress) Potential legislation similar to H.R. 6080/S. 3064, Workers' Freedom to Negotiate Act of 2018 Nomination of Assistant Secretary, Occupational Safety and Health Administration Nomination of Eugene Scalia to be Secretary, Department of Labor Nomination of Keith Sonderling to be a Member of the Equal Employment Opportunity Commission Nomination of John Pallasch to the Employment and Training Administration Nomination of Amanda Wood Laihow to the Occupational Safety and Health Review Commission Nomination of Cynthia L. Attwood to the Occupational Safety and Health Review Commission Proposed regulations on the standard for determining joint employer status (83 Fed. Reg. 46,681-46,697, September 14, 2018) Final rule to improve tracking of workplace injuries and illnesses (81 Fed. Reg. 29,624-29,694, May 12, 2016) and proposal to revise final regulations (83 Fed. Reg. 36,494, July 30, 2018) Request for Information on modifications or revocation of NLRB elections procedures regulation (82 Fed. Reg. 58,783-58,790, December 14, 2017) Request for Information the control of hazardous energy (lockout/tagout) (84 Fed. Reg. 22,756-22,762, May 20, 2019) Proposed rule defining and delimiting the exemptions for executive, administrative, professional, outside sales and computer employees (84 Fed. Reg. 10,900-10,969, March 22, 2019) Proposed rule on regular rate under the Fair Labor Standards Act (84 Fed. Reg. 11,888-11,912, March 29, 2019) Proposed rule on Joint Employer Status Under the Fair Labor Standards Act, (84 Fed. Reg. 14,043-14,061, April 9, 2019) Proposed rule regarding labor organization annual financial reports for trusts in which a labor organization is interested, Form T-1 (84 Fed. Reg. 25,130, May 30th, 2019) Best Interest Contract Exemption (PTE 2016-01); Class Exemption for Principal Transactions in Certain Assets Between Investment Advice Fiduciaries and Employee Benefit Plans and IRAs (PTE 2016-02) (82 FR 56,545-56,560, November 29, 2017) Notice of information collection, request for new control number for a currently approved Collection: Employer Information Report (EEO-1) Component 1; Revision of Existing Approval for EEO-1 Component 2 (84 Fed. Reg. 48,138-48,142, September 12, 2019) Proposed rulemaking fluctuating workweek method of computing overtime (84 Fed. Reg. 59,590-59,602, November 5, 2019) Proposed rule regarding nondiscrimination obligations of federal contractors and subcontractors: procedures to resolve potential employment discrimination (84 Fed. Reg. 71,875-71,887, December 30, 2019) Various issues relating to ambush elections regulations by the National Labor Relations Board (NLRB); Department of Labors regulatory agenda, apprenticeship program; Department of Labor overtime eligibility regulations; Department of Labor review of existing Department of Labor guidance on the fiduciary responsibilities for proxy voting to determine whether any such guidance should be rescinded, replaced, or modified to ensure consistency with current law and policies that promote long-term growth and maximize return on ERISA plan assets; Executive Order 13706, Establishing Paid Sick Leave for Federal Contractors; NLRB joint employer standard; paid leave; paid family leave; paid sick leave; project labor agreements (PLAs); workplace harassment; reforms to National Labor Relations Act (P.L.74-198) and the Fair Labor Standards Act (P.L. 75-178); potential legislation on the minimum wage; antitrust policy; pregnancy discrimination; oversight addressing the National Labor Relations Board, including implementation and oversight of the National Labor Relations Act (P.L. 74-198); election procedures under the Railway Labor Act (P.L. 69-257); NLRB decisions and regulatory agenda; definition of labor organization under the Labor Management Reporting and Disclosure Act (P.L. 85-257); Department of Labor Field Assistance Bulletin No. 2018-01 regarding compliance with Interpretive Bulletin 2016-01 and 2015-01; Department of Labor interpretive bulletin relating to the fiduciary standard under ERISA in considering economically targeted investments; Department of Labor interpretive bulletin relating to the exercise of shareholder rights; Department of Labor regulations surrounding ERISA fiduciary obligations around proxy voting; multiemployer pension plan (MEPs); immigration and economic relief; independent contractor issues; public comment on proposed rulemaking labor organization annual financial reports: coverage of intermediate bodies; public comment regarding non-compete clauses used in employment contracts; public comment on representation-case procedures: election bars; proof of majority status in construction industry collective-bargaining relationships; vertical merger guidelines; implementation of paid and sick leave and other requirements of the Families First Coronavirus Response Act (P.L. 116-127); unemployment insurance issues; issues relating to the coronavirus pandemic; Bureau of Labor Statistics policies regarding data items on labor force surveys and timeliness of public release of data reports

Client expense: $15,770,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Army, Dept of (Corps of Engineers), Bureau of Citizenship & Immigration Services (BCIS), Bureau of Industry and Security (BIS), Bureau of Labor Statistics (BLS), Bureau of Reclamation, Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Consumer Financial Protection Bureau (CFPB), Council of Economic Advisers (CEA), 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), Federal Aviation Administration (FAA), Federal Communications Commission (FCC), Federal Deposit Insurance Corporation (FDIC), Federal Emergency Management Agency (FEMA), Federal Energy Regulatory Commission (FERC), Federal Motor Carrier Safety Administration, 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), Housing & Urban Development, Dept of (HUD), Interior, Dept of (DOI), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Economic Council (NEC), Natl Institute of Standards & Technology (NIST), Natl Labor Relations Board (NLRB), Natl Security Council (NSC), Natl Telecommunications & Information Administration (NTIA), Office of Management & Budget (OMB), Office of Science & Technology Policy (OSTP), Office of the Comptroller of the Currency (OCC), Patent & Trademark Office (PTO), SENATE, Securities & Exchange Commission (SEC), Small Business Administration (SBA), State, Dept of (DOS), Transportation Security Administration (TSA), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Copyright Office, U.S. Customs & Border Protection, U.S. Trade Representative (USTR), White House Office

Issues related to blood safety; S. 2976 FY 2021 Agriculture Appropriations bill.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Proposals to advance paid leave, including S.2976/H.R. 5296, Advancing Support for Working Families Act; S.463/H.R.1185, The FAMILY Act; S.920, New Parents Act of 2019; S.1043, Working Families Flexibility Act; and the CRADLE Act. H.R. 748, Coronavirus Aid, Relief, and Economic Security Act (CARES Act).

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

-S.1431, Retirement Security and Savings Act - To amend the Internal Revenue Code of 1986 to encourage retirement and family savings, and for other purposes. (Portman/Cardin II) -H.R.1993, to modify the rules relating to multiple employer plans and pooled employer plans and to modify PBGC premiums for CSEC plans. -H.R. 860, the Social Security 2100 Act - To protect our Social Security system and improve benefits for current and future generations. -H.R. 1043, S. 460, the Employer Participation in Repayment Act - This bill expands the tax exclusion for employer-provided educational assistance to include payments of qualified education loans by an employer to either an employee or a lender. -H.R. 4610 (2017), RETIRE Act - authorize the electronic delivery of pension plan documents required to be furnished to a plan participant, beneficiary, or other individual. -H.R.1815, SEC Disclosure Effectiveness Testing Act - require the Securities and Exchange Commission, when developing rules and regulations about disclosures to retail investors, to conduct investor testing -H.R.1043; S. 460, Participation in Repayment Act of 2019, Student Debt repayments through employer contributions -H.R.7203 (2018), Long-Term Care Account Act - allows tax-exempt long-term care accounts that are funded using a taxpayer's gains from the sale or assignment of a life insurance contract. -H.R. 1516. S. 647, Wall Street Tax Act - to impose a tax on certain trading transactions S. 1019, Strengthening Financial Security Through Short-Term Savings Act - allow employers to automatically enroll their workers into emergency savings accounts (ESAs) in addition to retirement accounts. S. 1018, Refund to Rainy Day Savings Act -allow individuals to defer receipt of 20 percent of their tax refund for 180 days, at which time the deferred amount is paid with interest. H.R. 2120, S. 1053, Saving for the Future Act - require employers with 10 or more employees to contribute 50 cents for every hour worked by an employee (including part-time employees) to a savings account. HR 3351, Financial Services and General Government Appropriations Act -prohibit the SEC from implementing or enforcing Regulation Best Interest. H.R. 1876, Senior Security Act of 2019 - to establish an interdivisional task force at the Securities and Exchange Commission (SEC) to develop recommendations to increase protections for older investors who are most vulnerable to exploitation. S. 1435, Federal Retirement Commission Act - establish a federal commission to review private retirement benefit programs and submit a report to Congress S. 354/H.R. 982, A bill to avoid duplicative annual reporting under the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974, and for other purposes H.R. 3078, Expanding Access to Retirement Savings for Caregivers Act - To amend the Internal Revenue Code of 1986 to reduce the age for making catch-up contributions to retirement accounts to take into account time out of the workforce to provide dependent care services. H.R. 1907, Retirement Security for American Workers Act - To amend the Internal Revenue Code of 1986 to modify the qualification requirements with respect to certain multiple employer plans with pooled plan providers, and for other purposes. H. Res. 328, Supporting the protection of elders through financial literacy - expresses the understanding that continued education and cooperation among law enforcement, financial institutions, regulatory agencies, and private sector organizations are necessary to combat elder financial exploitation. S. 345, Surviving Widow(er) Income Fair Treatment (SWIFT) Act - To amend title II of the Social Security Act to increase survivors benefits for disabled widows, widowers, and surviving divorced spouses S. 975/H.R. 2005, Women's Retirement Protection Act - To amend the Employee Retirement Income Security Act of 1974 to provide for greater spousal protection under defined contribution plans Issue: SEC/DOL Best Interest Standard of Care S. ___, Daft legislation to allow retirement plan funds to pay for long-term care insurance (Toomey) H.R. 1865, the Further Consolidated Appropriations Act of 2020 - government funding package including certain retirement security changes. Add: S. 2962, the Higher Education Loan Payment and Enhanced Retirement (HELPER) Act -- individuals to take up to $5,250 from their 401(k) or IRA each year to help pay for college or pay down student loan debt HR 5991, S. 3358, Part-Time Worker Bill of Rights Act -- ERISA to give part-time workers who have worked at least 500 hours for two consecutive years access to retirement plans if they are offered by their employers to full-time workers. H.R. 5306, the Know Your Social Security Act--require the Social Security Administration to mail annual earnings statements to everyone who pays into the program. HR 5726, Senior Housing IRA Act of 2020 -- amends capital gains treatment from the sale or exchange of a principal residence qualified individuals so long as money is used for retirement. HR 5296, S. 2976, Advancing Support for Working Families Act - Paid family leave to allow advance of child tax credits for birth/adoption DRAFT: HR ___, -- retirement security legislation including Automatic Retirement Plan Act and the Retirement Plan Simplification and Enhancement Act. S. 3341, CEO and Worker Pension Fairness Act - to make NQDC plans taxable when they vest. H.R. 5958, Senior Health Planning Account Act -allow seniors to use life settlement proceeds, tax-free, to pay for health care costs via Senior Heath Planning Accounts HR 6257, Public Service Retirement Fairness Act - permit 403(b) plans to invest in collective investment trusts (CITs) DRAFT, HR __, to allow ETFs within variable insurance products.

Client expense: $750,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Federal Deposit Insurance Corporation (FDIC), Federal Emergency Management Agency (FEMA), Federal Reserve System, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Copyright Office, U.S. Postal Service (USPS)

Legislative & Regulatory Issues Related to Labor, Workplace & Benefits Policy: S. 788 - The Equality Act; Paid Family & Medical Leave (no bill); H.R. 1185, The Family Act; H.R. 1044, Fairness for High-Skilled Immigrants Act of 2019 (Senate amendment to HR 1044); S.2976 - Advancing Support for Working Families Act. S.1895, the Lower Health Care Costs Act of 2019; Surprise Medical bills legislation.

Client expense: $1,590,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Defense, Dept of (DOD), Education, Dept of, Employment & Training Administration, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Internal Revenue Service (IRS), Intl Trade Administration (ITA), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Economic Council (NEC), Office of Management & Budget (OMB), Office of Science & Technology Policy (OSTP), SENATE, Treasury, Dept of, U.S. Trade & Development Agency (USTDA), U.S. Trade Representative (USTR), White House Office

FY 2020 Agriculture, Rural Development, Food and Drug Administration and Related Agencies Appropriations bills (H.R.5961 & S.2976), provisions related to school nutrition programs and other provisions related to dairy; H.R. 832, the Whole Milk for Healthy Kids Act of 2019; H.R. 3521, School Milk Nutrition Act; S. 1810, Milk in Lunches for Kids Act; Eligible milk within the Special Supplemental Nutrition Program for Women, Infants and Children (WIC); H.R. 4487 & S. 1669, Codifying Useful Regulatory Definitions Act; Proposed changes to USDA school meals program regarding the types of milk that may be served in such programs and enforcement of the reimbursable meal requirements; Implementation of the National Bioengineered Food Disclosure Standard (P.L. 114-216) and the Nutrition Facts Panel and Serving Size rules; Enforcement of National School Lunch Program provisions that require non-dairy fluid milk substitutes to meet the nutritional equivalency standards of milk; Child nutrition reauthorization bills, provisions related to dairy; H.R. 6044, Accurate Labels Act; Support additional flexibilities regarding the types of dairy products eligible for WIC and school meal programs due to COVID-19; additional resources for SNAP households in light of COVID-19; Exemptions from certain food labeling requirements due to COVID-19, including requirements related to ingredients labeling and the use of food service products in retail channels; support additional dairy food purchases by USDA for food banks and other domestic and international feeding programs; COVID-19 response, provisions related to dairy;

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

Government targets: Agriculture, Dept of (USDA), Executive Office of the President (EOP), Federal Motor Carrier Safety Administration, Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), SENATE, U.S. Trade Representative (USTR)

H.R. 5961, FY20 Agriculture Appropriations, S. 2976, FY20 Agriculture Appropriations; provisions related to the National Plant Germplasm System, provisions related to research and foreign market development.

Client expense: $45,000 · Firm income: Not reported

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

H.R. 5961, FY20 Agriculture Appropriations, S. 2976, FY20 Agriculture Appropriations; provisions related to the National Plant Germplasm System, provisions related to research and foreign market development. H.R. 6147, FY20 Interior & Environment Appropriations; S. 3073, FY20 Interior & Environment Appropriations, provisions related to the Bureau of Land Management

Client expense: $45,000 · Firm income: Not reported

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

H.R. 5961, FY20 Agriculture Appropriations, S. 2976, FY20 Agriculture Appropriations; provisions related to research and foreign market development

Client expense: $45,000 · Firm income: Not reported

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

Supporting children 0 - 5 years old, Temporary Assistance for Needy Families (TANF), and opioid and substance use disorder effect on young children and families. Child Care Protection Improvement Act (S. 1408/ H.R. 3986) Early Care and Learning Facilities Early Head Start/ Child Care Partnerships Stronger Child Abuse Prevention and Treatment Act (HR 2480) Head Start Reform Advancing Support for Working Families Act (S. 2976 and H.R. 5296)

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 5961, FY20 Agriculture Appropriations, S. 2976, FY20 Agriculture Appropriations; provisions related to the National Plant Germplasm System, provisions related to research and foreign market development. H.R. 6147, FY20 Interior & Environment Appropriations; S. 3073, FY20 Interior & Environment Appropriations, provisions related to the Bureau of Land Management

Client expense: $45,000 · Firm income: Not reported

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

H.R. 5961, FY20 Agriculture Appropriations, S. 2976, FY20 Agriculture Appropriations; provisions related to research and foreign market development Ratification of the USMCA

Client expense: $45,000 · Firm income: Not reported

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

H.R. 5961, FY20 Agriculture Appropriations, S. 2976, FY20 Agriculture Appropriations; provisions related to the National Plant Germplasm System, provisions related to research and foreign market development.

Client expense: $45,000 · Firm income: Not reported

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

H.R. 1185: FAMILY Act (provisions relating to paid family/medical leave); S. 2976: Advancing Support for Working Families Act (provisions relating to paid family/medical leave); issues relating to labor policy and paid family/medical leave (generally).

Client expense: $8,450,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, U.S. Trade Representative (USTR)

o Advocate for the Pregnant Workers Fairness Act (H.R.5004/no senate bill introduced yet) (House and Senate) o Advocate for the Schedules That Work Act (H.R. 5004/no senate bill introduced yet) (House and Senate) o Advocate for strengthening protections and ultimate introduction of the Part-time Worker Bill of Rights (no bill introduced yet) (House and Senate) o Advocate for national paid leave policies, including the ultimate passage of the FAMILY Act (H.R. 1185/S.R. 463), the Federal Employees Paid Leave Act (FEPLA), and against the Advancing Support for Working Families Act (H.R.5258/S.2976) (House and Senate) o Advocate for the Protecting the Right to Organize (PRO) Act (H.R.2474/S.1306)(House and Senate) o Review Trademark Licensing Protection Act (H.R.4164/S.243)(House and Senate)

Client expense: $130,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Legislative & Regulatory Issues Related to Labor, Workplace & Benefits Policy: S. 788 - The Equality Act; Paid Family & Medical Leave (no bill); H.R. 1185, The Family Act; H.R. 1044, The Family Act; H.R. 1044, Fairness for High-Skilled Immigrants Act of 2019 (Senate amendment to HR 1044); S.2976 - Advancing Support for Working Families Act; S.1895, the Lower Health Care Costs Act of 2019; Surprise Medical bills legislation

Client expense: $1,120,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Consumer Financial Protection Bureau (CFPB), Defense, Dept of (DOD), Education, Dept of, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Economic Council (NEC), Natl Institute of Standards & Technology (NIST), Natl Security Council (NSC), Office of Management & Budget (OMB), Office of Science & Technology Policy (OSTP), SENATE, Treasury, Dept of, U.S. Trade Representative (USTR), White House Office