Social Security Fairness Act

Support H.R. 141/S. 521, the Social Security Fairness Act, to repeal the Government Pension Offset (GPO) and the Windfall Elimination Provision (WEP). Support modifications to H.R. 860 in provide equitable tax treatment between Social Security benefits and Civil Service Retirement System annuities, to extend the adoption of the CPI-E for cost-of-living adjustments to all federal retirement programs (not just Social Security), and to include reform or repeal of the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO). Support H.R. 1254, The Equal COLA Act, which would provide Federal Employees Retirement System (FERS) retirees with the same annual cost-of-living adjustment (COLA) as Civil Service Retirement System (CSRS) employees. Support H.R. 1553, the Fair COLAs for Seniors Act, to calculate cost-of-living adjustments (COLAs) to federal civilian retirement benefits, military retirement benefits, and Social Security benefits using the CPI-E. Support H.R. 2478, the Federal Retirement Fairness Act, which allows federal employees who started their careers in temporary positions before transitioning into permanent roles to retroactively contribute toward their retirement for the years they held a temporary position. Support H.R. 3934, the Equal Treatment of Public Servants Act of 2019, which would reform the Windfall Elimination Provision (WEP). Support H.R. 4540, the Public Servants Protection and Fairness Act, which would reform the Windfall Elimination Provision (WEP). Support providing equitable relief to federal retirees (without Social Security) in any proposal to increase Social Security benefits as part of economic stimulus legislation. Oppose H.R. 5018/H.R. 6614/S.2791, the Taxpayers and Savers Protection Act, which would limit the investment options of the Thrift Savings Plan's International (I) Fund. Oppose administration attempts to pressure the Federal Retirement Thrift Investment Board (FRTIB) to reverse its decision to expand I Fund investments. Support adequate vetting of new nominees to FRTIB, including referral to the Senate Committee on Homeland Security and Governmental Affairs and holding a hearing. Oppose language in draft Senate appropriations bill to restrict expansion of I Fund investments.

Client expense: $80,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Office of Management & Budget (OMB), Office of Personnel Management (OPM), SENATE, U.S. Postal Service (USPS)

Multiemployer Pension Crisis, Pension Benefit Guaranty Corporation related issues Monitor the following: H.R.141/S.521, the Social Security Fairness Act, Entirety H.R.4540, Public Servants Protection & Fairness Act, Entirety H.R.860/S.269, Social Security 2100 Act, Entirety H.R.7370, Protecting Employees and Retirees in Business Bankruptcies Act of 2020, Entirety Guaranteed Retirement Accounts/retirement security

Client expense: $370,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), General Services Administration (GSA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE

Cost of Living Adjustment (COLAs) Relief. H.R. 860 and S. 269, the Social Security 2100 Act; H.R. 1170 and S. 478, the Social Security Expansion Act; H.R. 1553, the Fair COLA for Seniors Act of 2019; and H.R. 2302 and S. 1132, the Protecting and Preserving Social Security Act: Proposals to adopt the Consumer Price Index for the Elderly (CPI-E) for the purpose of determining COLAs for Social Security beneficiaries. Social Security Expansion. H.R. 860 and S. 269, the Social Security 2100 Act; H.R. 1170 and S. 478, the Social Security Expansion Act; H.R. 2302 and S. 1132, the Protecting and Preserving Social Security Act; H.R. 2654, the Strengthening Social Security Act; and H.R. 5392, the Social Security Enhancement and Protection Act of 2019: Proposals to improve benefits and to strengthen Social Security's financing by altering the payroll tax cap, among other changes. Caregiver Social Security Credits. H.R. 4126, the Social Security Caregiver Credit Act of 2019: Proposal to provide Social Security wage credits for individuals who reduce their participation in the workforce or leave the workforce to provide care to specified family members and relatives. Social Security Government Pension Offset and Windfall Elimination Provision. H.R. 141 and S. 521, Social Security Fairness Act of 2019; H.R. 4540, the Public Servants Protection and Fairness Act: Proposals to repeal or modify the Government Pension Offset and Windfall Elimination Provision. Social Security Notch. H.R. 7499 and S. 4986, the COVID-19 Correction and Equity Act: Proposals to ensure that Social Security benefits for individuals born in 1960 and 1961 are not reduced as a result of coronavirus-related drop in the average wage index. Emergency COVID-19 Payment to Social Security Beneficiaries and Others. (No bill): Proposal to provide a monthly payment to all Social Security, Veterans, and SSI beneficiaries through the end of 2021. Emergency Social Security COLA. H.R. 8598, the Emergency Social Security COLA for 2021 Act: To provide for a 3 percent cost-of-living adjustment for Social Security and Supplemental Security Income (SSI) beneficiaries in calendar year 2021. Protecting Seniors from Garnishment. (No bill): Proposal to protect Social Security beneficiaries from having their Social Security benefits garnished to recover unpaid student loans. Eligibility for Economic Impact Payment. (No bill): Ensuring the Treasury Department made Social Security, SSI and Veterans beneficiaries automatically eligible to receive Economic Impact Payments as required by the Coronavirus Aid, Relief and Economic Security (CARES) Act (P.L. 116-136) and the Consolidated Appropriations Act of 2021 (P.L. 116-260). Social Security Benefit Improvement. (No bill): Proposal to adjust benefit levels for individuals who have been on the Social Security benefit rolls for many years. Social Security Benefit Improvements to Help Beneficiaries During the COVID-19 Pandemic. H.R. 6356, the Emergency Social Security Benefits Act: Proposals to improve Social Security benefits, which would, take effect immediately, retroactive to January 1, 2020, and be in force until December 31, 2020. Social Security Overpayments. H.R. 7830 and S. 4830, the Fairness for Seniors and People with Disabilities During COVID-19 Act of 2020: Proposals to protect retirees, survivors and people with disabilities from being forced to repay extra Social Security and Supplemental Security Income (SSI) benefits they received because of the COVID-19 pandemic. Strengthening Beneficiaries Rights. (No bill): Various proposals relating to the protection and rights available to Social Security and Supplemental Security Income beneficiaries. Social Security Payroll Tax Deferral Executive Order. H.R. 8171, the Save Our Social Security Now Act: Proposal to nullify the Internal Revenue Service guidance on President Trumps August 8, 2020 executive action to impose a payroll tax deferral.

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

Government targets: Administration on Aging, Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Justice, Dept of (DOJ), Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, Social Security Administration (SSA), Treasury, Dept of

Cost of Living Adjustment (COLAs) Relief. H.R. 860 and S. 269, the Social Security 2100 Act; H.R. 1170 and S. 478, the Social Security Expansion Act; H.R. 1553, the Fair COLA for Seniors Act of 2019; and H.R. 2302 and S. 1132, the Protecting and Preserving Social Security Act: Proposals to adopt the Consumer Price Index for the Elderly (CPI-E) for the purpose of determining COLAs for Social Security beneficiaries. Social Security Expansion. H.R. 860 and S. 269, the Social Security 2100 Act; H.R. 1170 and S. 478, the Social Security Expansion Act; H.R. 2302 and S. 1132, the Protecting and Preserving Social Security Act; H.R. 2654, the Strengthening Social Security Act; and H.R. 5392, the Social Security Enhancement and Protection Act of 2019: Proposals to improve benefits and to strengthen Social Security's financing by altering the payroll tax cap, among other changes. Caregiver Social Security Credits. H.R. 4126, the Social Security Caregiver Credit Act of 2019: Proposal to provide Social Security wage credits for individuals who reduce their participation in the workforce or leave the workforce to provide care to specified family members and relatives. Social Security Government Pension Offset and Windfall Elimination Provision. H.R. 141 and S. 521, Social Security Fairness Act of 2019; H.R. 4540, the Public Servants Protection and Fairness Act: Proposals to repeal or modify the Government Pension Offset and Windfall Elimination Provision. Social Security Notch. H.R. 7499 and S. 4986, the COVID-19 Correction and Equity Act: Proposals to ensure that Social Security benefits for individuals born in 1960 and 1961 are not reduced as a result of coronavirus-related drop in the average wage index. Emergency COVID-19 Payment to Social Security Beneficiaries and Others. (No bill): Proposal to provide a monthly payment to all Social Security, Veterans, and SSI beneficiaries through the end of 2021. Emergency Social Security COLA. H.R. 8598, the Emergency Social Security COLA for 2021 Act: To provide for a 3 percent cost-of-living adjustment for Social Security and Supplemental Security Income (SSI) beneficiaries in calendar year 2021. Protecting Seniors from Garnishment. (No bill): Proposal to protect Social Security beneficiaries from having their Social Security benefits garnished to recover unpaid student loans. Eligibility for Economic Impact Payment. (No bill): Ensuring the Treasury Department made Social Security, SSI and Veterans beneficiaries automatically eligible to receive Economic Impact Payments as required by the Coronavirus Aid, Relief and Economic Security (CARES) Act (P.L. 116-136) and the Consolidated Appropriations Act of 2021 (P.L. 116-260). Social Security Benefit Improvement. (No bill): Proposal to adjust benefit levels for individuals who have been on the Social Security benefit rolls for many years. Social Security Benefit Improvements to Help Beneficiaries During the COVID-19 Pandemic. H.R. 6356, the Emergency Social Security Benefits Act: Proposals to improve Social Security benefits, which would, take effect immediately, retroactive to January 1, 2020, and be in force until December 31, 2020. Social Security Overpayments. H.R. 7830 and S. 4830, the Fairness for Seniors and People with Disabilities During COVID-19 Act of 2020: Proposals to protect retirees, survivors and people with disabilities from being forced to repay extra Social Security and Supplemental Security Income (SSI) benefits they received because of the COVID-19 pandemic. Strengthening Beneficiaries Rights. (No bill): Various proposals relating to the protection and rights available to Social Security and Supplemental Security Income beneficiaries. Social Security Payroll Tax Deferral Executive Order. H.R. 8171, the Save Our Social Security Now Act: Proposal to nullify the Internal Revenue Service guidance on President Trumps August 8, 2020 executive action to impose a payroll tax deferral.

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

Government targets: Administration on Aging, Centers For Medicare and Medicaid Services (CMS), Executive Office of the President (EOP), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, Social Security Administration (SSA), Treasury, Dept of, U.S. Postal Service (USPS)

Lobbied on the confirmations of Chad Bungard, Dennis Dean Kirk, and Julia Clark to serve on the MSPB. Lobbied against confirmation of Catherine Bird to be General Counsel of FLRA. Lobbied against confirmation of John Gibbs to be director of the Office of Personnel Management. Lobbied against any attempts the expand the Department of Veterans Affairs' Accountability and Whistleblower Protection Act government-wide. Lobbied in support of H.R. 1254, the "Equal COLA Act," to achieve parity between the cost of living adjustment to an annuity under the Federal Employees Retirement System and an annuity under the Civil Service Retirement System. Lobbied in support of S. 165, the "Federal Unemployment Compensation Equality Act of 2019," to amend current law to clarify that Federal employees excepted from a furlough are eligible for unemployment compensation. Lobbied in support of S. 222, to require payment of interest on back pay for employees affected by a lapse in appropriations. Lobbied in support of H.R. 953, to help prevent negative credit reporting due to a government shutdown. Lobbied in support of S. 464, Protecting Employees' Security Clearances Act (PESCA), which requires consideration of a lapse in appropriations as a mitigating condition when assessing financial consideration for security clearances. Lobbied in support of H.R. 5690/S. 3231, the "Federal Adjustment of Income Rates Act" to provide federal employees with a 3.5% salary adjustment in 2021. Lobbied in support of S. 521 and H.R. 141, Social Security Fairness Act, to repeal the government pension offset and windfall elimination provisions. Lobbied in support of S. 530 and H.R. 1316, the "Federal Labor-Management Partnership Act," to establish the Federal Labor-Management Partnership Council. Lobbied in support of S. 24, Government Employee Fair Treatment Act of 2019, so employees of the federal government or a District of Columbia public employer who are furloughed or required to work during a lapse in appropriations beginning on or after December 22, 2018, to be compensated for the period of the lapse. Lobbied in support of H.R. 7, the "Paycheck Fairness Act," To amend the "Fair Labor Standards Act of 1938" to provide more effective remedies to victims of discrimination in the payment of wages on the basis of sex, and for other purposes. Lobbied against H.R. 605, Official Time Reporting Act, to require that the Office of Personnel Management submit an annual report to Congress relating to the use of official time by Federal employees. Lobbied for H.R. 1309, Workplace Violence Prevention for Health Care and Social Service Workers Act, to require DOL to address workplace violence in the health care and social service sectors Lobbied for H.R. 582, Raise the Wage Act, to increase the federal minimum wage for regular employees over a 7-year period, for tipped employees, and for newly hired employees who are less than 20 years old. Lobbied in support of H.R. 4328, the "Protecting Innocent Consumers Affected by the Shutdown Act of 2019." Lobbied Education and Labor Committee on collective bargaining contract effects on the Education workforce and Secretary's actions to alter the Department's work on student loans and civil rights enforcement. Lobbied in support of H.R. 3463/S. 1970, the "Public Service Freedom to Negotiated Act." Lobbied in support of H.R. 2474/S. 1306, the "Protecting the Right to Organize Act." Lobbied against the nomination of Keith Sonderling (R) and Andrea Lucas (R) nominees for the EEOC. Lobbied in support of Jocelyn Samuels (D) nominee for the EEOC. Lobbied for passage of H.R. 7574, the "Strengthening America's Strategic National Stockpile Act of 2020." FY 2020 Emergency Supplemental Coronavirus Pandemic Response Appropriations - Lobbied for passage of and inclusion of federal workforce provisions in H.R. 925, the Heroes Act; H.R. 8015, the Delivering for America Act; and H.R. 8319, the FY 2020 Continuing Appropriations and Other Extensions Act. FY 2020 Supplemental Appropriations - Lobbied for passage of and inclusion of federal workforce provisions in H.R. 8900 making continuing appropriations for FY 2020 through December 18, 2020. Lobbied for passage of H.J.Res. 107, making continuing appropriations for FY 2020 through December 20, 2020; lobbied for passage of H.J.Res. 110, making continuing appropriations for FY 2020 through December 21, 2020; lobbied for passage of H.R. 1520, making continuing appropriations for FY 2020 through December 28, 2020. FY 2021 Omnibus Appropriations, H.R. 133 - Lobbied for passage of and inclusion of emergency coronavirus pandemic response provisions for FY 2021, including hazard pay, presumption of workplace illness for frontline employees who contract Covid-19, an OSHA emergency standard and additional PPE and resources to distribute the vaccine to federal workers.

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

Government targets: Agriculture, Dept of (USDA), Air Force, Dept of, Army, Dept of (Corps of Engineers), Army, Dept of (Other), Bureau of Citizenship & Immigration Services (BCIS), Commerce, Dept of (DOC), Defense Commissary Agency, Defense Contract Audit Agency (DCAA), Defense Finance & Accounting Service (DFAS), Defense, Dept of (DOD), Education, Dept of, Energy, Dept of, Environmental Protection Agency (EPA), Federal Emergency Management Agency (FEMA), 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), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Institutes of Health (NIH), Navy, Dept of, Office of Management & Budget (OMB), Office of Personnel Management (OPM), SENATE, Transportation Security Administration (TSA), Transportation, Dept of (DOT), U.S. Coast Guard (USCG), U.S. Customs & Border Protection, U.S. Immigration & Customs Enforcement (ICE), U.S. Marines, Veterans Affairs, Dept of (VA), Voice of America

Support of H.R. 1170/S. 478, the Social Security Expansion Act Support of H.R. 141/S. 521, the Social Security Fairness Act Support of H.R. 2478, the Federal Retirement Fairness Act

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Monitor H.R.141/S.521, Social Security Fairness Act of 2019, Windfall elimination provision

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Social Security legislation, H.R. 141, S. 521, H.R. 4540, H.R. 3934.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Social Security legislation, H.R. 141, S. 521, H.R. 4540. H.R. 3934, S. 3526, Equal Treatment of Public Servants Act of 2019.

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

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

Continued effort to include a repeal or revised formula for the Windfall Elimination Provision for non-covered retirees. Monitored H.R. 860, the Social Security 2100 Act." The bill would provide an across-the-board benefit increase equivalent to about 2 percent of the average Social Security benefit amd make other substantial changes. The bill, introduced by Rep. John Larson (D-CT) did not move in the session. The identical Senate bill is S. 269, introduced by Senator Richard Blumenthal (D-CT). It did not move either. Monitored S.521, the Social Security Fairness Act, was introduced by Senator Sherrod Brown (D-OH). The bill would amend title II of the Social Security Act to repeal the Government pension offset and windfall elimination provisions. H.R. 141, the companion bill, was introduced by Rep. Rodney Davis (R-IL) the Social Security Fairness Act of 2019 and it now has over 200 bipartisan cosponsors, including several members of the Ohio delegation. Rep. Richard Neal (D-MA), Chairman of the House Ways and Means Committee, introduced H.R. 397, the Rehabilitation for Multiemployer Pensions Act. It is important to distinguish private and public multiemployer pension plans. It amends the Internal Revenue Code of 1986 to create a Pension Rehabilitation Trust Fund and to establish a Pension Rehabilitation Administration within the Department of the Treasury to make loans to multiemployer defined benefit plans. Chairman Neal introduced H.R. 4540 in 2019 to address the Windfall Elimination Provision (WEP). Rep. Brady introduced his bill, H.R. 3934, at the end of July 2019 to address WEP. Monitored both bills and discussed the need for WEP reform with House and Senate Offices and Committee staff.

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

Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE

Support for the Public Servants Protection and Fairness Act, H.R. 4540, H.R. 3934 (the Equal Treatment of Public Servants Act)H.R. 141, S 521 (the Social Security Fairness Act of 2019)

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 1254 -- the Equal COLA Act, legislation to provide the same cost-of-living adjustment for Social Security, Civil Service Retirement System and Federal Employee Retirement System annuitants H.R. 141 & S. 521 -- the Social Security Fairness Act, legislation to repeal the Government pension offset and windfall elimination provisions. H.R. 2478 -- legislation to provide retirement credit for certain federal employees who held temporary positions H.R. 3934 -- legislation to modify the Social Security windfall elimination provision formula

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

Government targets: HOUSE OF REPRESENTATIVES, Office of Management & Budget (OMB), Office of Personnel Management (OPM), Postal Regulatory Commission, SENATE, Treasury, Dept of, U.S. Postal Service (USPS)

FY 2021 THUD Appropriations; Military Construction and Veterans Appropriations; Energy and Water Appropriations; Financial Services Appropriations; and Interior and Environmental Appropriations--Lobbied for report language in FY 2021 Mil-Con VA to direct the VA Secretary to use appropriated funds to hire new employees to fill vacancies. Lobbied on the confirmations of Chad Bungard, Dennis Dean Kirk, and Julia Clark to serve on the MSPB. Lobbied against confirmation of Catherine Bird to be General Counsel of FLRA. Lobbied against any attempts the expand the Department of Veterans Affairs' Accountability and Whistleblower Protection Act government-wide. Lobbied in support of H.R. 1254, the "Equal COLA Act," to achieve parity between the cost of living adjustment to an annuity under the Federal Employees Retirement System and an annuity under the Civil Service Retirement System. Lobbied in support of S. 165, the "Federal Unemployment Compensation Equality Act of 2019," to amend current law to clarify that Federal employees excepted from a furlough are eligible for unemployment compensation. Lobbied in support of S. 222, to require payment of interest on back pay for employees affected by a lapse in appropriations. Lobbied in support of H.R. 953, to help prevent negative credit reporting due to a government shutdown. Lobbied in support of S. 464, Protecting Employees' Security Clearances Act (PESCA), which requires consideration of a lapse in appropriations as a mitigating condition when assessing financial consideration for security clearances. Lobbied in support of H.R. 5690/S. 3231, the "Federal Adjustment of Income Rates Act" to provide federal employees with a 3.5% salary adjustment in 2021. Lobbied in support of S. 521 and H.R. 141, Social Security Fairness Act, to repeal the government pension offset and windfall elimination provisions. Lobbied in support of S. 530 and H.R. 1316, the "Federal Labor-Management Partnership Act," to establish the Federal Labor-Management Partnership Council. Lobbied in support of S. 24, Government Employee Fair Treatment Act of 2019, so employees of the federal government or a District of Columbia public employer who are furloughed or required to work during a lapse in appropriations beginning on or after December 22, 2018, to be compensated for the period of the lapse. Lobbied in support of H.R. 7, the "Paycheck Fairness Act," To amend the "Fair Labor Standards Act of 1938" to provide more effective remedies to victims of discrimination in the payment of wages on the basis of sex, and for other purposes. Lobbied against H.R. 605, Official Time Reporting Act, to require that the Office of Personnel Management submit an annual report to Congress relating to the use of official time by Federal employees. Lobbied for H.R. 1309, Workplace Violence Prevention for Health Care and Social Service Workers Act, to require DOL to address workplace violence in the health care and social service sectors Lobbied for H.R. 582, Raise the Wage Act, to increase the federal minimum wage for regular employees over a 7-year period, for tipped employees, and for newly hired employees who are less than 20 years old. Lobbied in support of H.R. 4328, the "Protecting Innocent Consumers Affected by the Shutdown Act of 2019." Lobbied Education and Labor Committee on collective bargaining contract effects on the Education workforce and Secretary's actions to alter the Department's work on student loans and civil rights enforcement. Lobbied in support of H.R. 3463/S. 1970, the "Public Service Freedom to Negotiated Act." Lobbied in support of H.R. 2474/S. 1306, the "Protecting the Right to Organize Act." Lobbied against the nomination of Dr. Sethuraman Panchanathan as NSF Director. Lobbied against the nomination of Keith Sonderling (R) and Andrea Lucas (R) nominees for the EEOC. Lobbied in support of Jocelyn Samuels (D) nominee for the EEOC. FY 2020 Emergency Supplemental Coronavirus Pandemic Response Appropriations - Lobbied for passage of and inclusion of federal workforce provisions in H.R. 6379, the "Take Responsibility for Workers and Families Act;" H.R. 266 the Paycheck Protection Program and Health Care Enhancement Act; H.R. 6800 the Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act.

Client expense: $430,722 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Air Force, Dept of, Army, Dept of (Corps of Engineers), Army, Dept of (Other), Bureau of Citizenship & Immigration Services (BCIS), Commerce, Dept of (DOC), Defense Commissary Agency, Defense Contract Audit Agency (DCAA), Defense Finance & Accounting Service (DFAS), Defense, Dept of (DOD), Education, Dept of, Energy, Dept of, Federal Emergency Management Agency (FEMA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Interior, Dept of (DOI), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Institutes of Health (NIH), Navy, Dept of, Office of Management & Budget (OMB), Office of Personnel Management (OPM), SENATE, Transportation Security Administration (TSA), Transportation, Dept of (DOT), U.S. Coast Guard (USCG), U.S. Customs & Border Protection, U.S. Immigration & Customs Enforcement (ICE), U.S. Marines, Veterans Affairs, Dept of (VA)

FY 2021 THUD Appropriations; Military Construction and Veterans Appropriations; Energy and Water Appropriations; Financial Services Appropriations; and Interior and Environmental Appropriations--Lobbied for report language in FY 2021 Mil-Con VA to direct the VA Secretary to use appropriated funds to hire new employees to fill vacancies. Lobbied on the confirmations of Chad Bungard, Dennis Dean Kirk, and Julia Clark to serve on the MSPB. Lobbied against confirmation of Catherine Bird to be General Counsel of FLRA. Lobbied against any attempts the expand the Department of Veterans Affairs' Accountability and Whistleblower Protection Act government-wide. Lobbied in support of H.R. 1254, the "Equal COLA Act," to achieve parity between the cost of living adjustment to an annuity under the Federal Employees Retirement System and an annuity under the Civil Service Retirement System. Lobbied in support of S. 165, the "Federal Unemployment Compensation Equality Act of 2019," to amend current law to clarify that Federal employees excepted from a furlough are eligible for unemployment compensation. Lobbied in support of S. 222, to require payment of interest on back pay for employees affected by a lapse in appropriations. Lobbied in support of H.R. 953, to help prevent negative credit reporting due to a government shutdown. Lobbied in support of S. 464, Protecting Employees' Security Clearances Act (PESCA), which requires consideration of a lapse in appropriations as a mitigating condition when assessing financial consideration for security clearances. Lobbied in support of H.R. 5690/S. 3231, the "Federal Adjustment of Income Rates Act" to provide federal employees with a 3.5% salary adjustment in 2021. Lobbied in support of S. 521 and H.R. 141, Social Security Fairness Act, to repeal the government pension offset and windfall elimination provisions. Lobbied in support of S. 530 and H.R. 1316, the "Federal Labor-Management Partnership Act," to establish the Federal Labor-Management Partnership Council. Lobbied in support of S. 24, Government Employee Fair Treatment Act of 2019, so employees of the federal government or a District of Columbia public employer who are furloughed or required to work during a lapse in appropriations beginning on or after December 22, 2018, to be compensated for the period of the lapse. Lobbied in support of H.R. 7, the "Paycheck Fairness Act," To amend the "Fair Labor Standards Act of 1938" to provide more effective remedies to victims of discrimination in the payment of wages on the basis of sex, and for other purposes. Lobbied against H.R. 605, Official Time Reporting Act, to require that the Office of Personnel Management submit an annual report to Congress relating to the use of official time by Federal employees. Lobbied for H.R. 1309, Workplace Violence Prevention for Health Care and Social Service Workers Act, to require DOL to address workplace violence in the health care and social service sectors Lobbied for H.R. 582, Raise the Wage Act, to increase the federal minimum wage for regular employees over a 7-year period, for tipped employees, and for newly hired employees who are less than 20 years old. Lobbied in support of H.R. 4328, the "Protecting Innocent Consumers Affected by the Shutdown Act of 2019." Lobbied Education and Labor Committee on collective bargaining contract effects on the Education workforce and Secretary's actions to alter the Department's work on student loans and civil rights enforcement. Lobbied in support of H.R. 3463/S. 1970, the "Public Service Freedom to Negotiated Act." Lobbied in support of H.R. 2474/S. 1306, the "Protecting the Right to Organize Act." FY 2020 Emergency Supplemental Coronavirus Pandemic Response Appropriations - Lobbied for passage of and inclusion of federal workforce provisions in H.R. 6074, the "Coronavirus Preparedness and Response Supplemental Act," 2020; H.R. 6201, the "Families First Coronavirus Response Act;" H.R. 6379, the "Take Responsibility for Workers and Families Act;" and H.R. 748, the "Coronavirus Aid, Relief and Economic Security Act."

Client expense: $481,361 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Air Force, Dept of, Army, Dept of (Corps of Engineers), Army, Dept of (Other), Bureau of Citizenship & Immigration Services (BCIS), Commerce, Dept of (DOC), Defense Commissary Agency, Defense Contract Audit Agency (DCAA), Defense Finance & Accounting Service (DFAS), Defense, Dept of (DOD), Education, Dept of, Energy, Dept of, Federal Emergency Management Agency (FEMA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Interior, Dept of (DOI), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Institutes of Health (NIH), Navy, Dept of, Office of Management & Budget (OMB), Office of Personnel Management (OPM), SENATE, Transportation Security Administration (TSA), Transportation, Dept of (DOT), U.S. Coast Guard (USCG), U.S. Customs & Border Protection, U.S. Immigration & Customs Enforcement (ICE), U.S. Marines, Veterans Affairs, Dept of (VA)

Social Security Cost of Living Adjustment: H.R. 2302, H.R. 1553, H.R. 46 and H.R. 2787. Social Security Reform: S. 521 and H.R. 1170 and S. 478 and S. 269 and H.R. 860, WEP/GPO: H.R. 141, Notch:H.R. 4570.

Client expense: Not reported · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

HR 1156, S 521, HR 1210, HR 4527

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

Government targets: HOUSE OF REPRESENTATIVES, Justice, Dept of (DOJ), SENATE

HR 1156, S 521, HR 1210

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

Government targets: HOUSE OF REPRESENTATIVES, Justice, Dept of (DOJ), SENATE

H.R. 748/S. 684, the Middle Class Health Benefits Tax Repeal Act, which would repeal a provision of the Patient Protection and Affordable Care Act that imposes a 40% Cadillac tax on health care plans most likely to be used by law enforcement and other public safety officers; H.R. 141/S. 521, the Social Security Fairness Act, which would repeal both the Windfall Elimination Provision and the Government Pension Offset in current Social Security law; H.R. 4540 (Neal, D-MA), the Public Servants Protection and Fairness Act, which would repeal the Windfall Elimination Provision (WEP) and replace it with a more equitable and individualized calculation of Social Security benefits while ensuring that no workers will be negatively impacted by the new formula; H.R. 4897, the Public Safety Retirees Healthcare Protection Act, which would increase the pretax benefit from $3,000 to $6,000 for public safety employees to pay for premiums on health care and long-term care insurance; H.R. 5342, the Supporting Americas First Responders Act, which would establish a new above-the-line deduction for law enforcement and other public safety officers and which was incorporated into H.R. 5377, the Restoring Tax Fairness for State and Localities Act; and S. 710, the Social Security Fairness for Firefighters and Police Officers Act, which would repeal both the Windfall Elimination Provision and the Government Pension Offset for those serving as law enforcement officers or firefighters.

Client expense: $55,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Justice, Dept of (DOJ), Labor, Dept of (DOL), SENATE, White House Office

Support for the Federal Retirement Fairness Act (H.R. 2478); support for the Federal Adjustment of Income Rates (FAIR) Act (H.R. 5690 / S. 3231); Support for the Equal COLA Act (H.R. 1254); Support for the Fair COLA for Seniors Act (H.R. 1553);Support for the Equal Treatment of Public Servants Act (H.R. 3934 / S. 3401); Support for the Public Servants Protection and Fairness Act (H.R. 4540); Support for Social Security Fairness Act (H.R. 141 / S. 521); Support for the RECOVER Act (H.R. 3726); Support for the Federal Frontline Worker Leave Protection Act (H.R. 6733); Support for the FY 2021 NDAA (S. 4049), particularly sections 1111, 1107, 1105, and 1113; Support for the FY 2021 NDAA (H.R. 6395), particularly section 1101, 1102, 1106); Support for pay parity for federal employees with the uniformed military.

Client expense: Not reported · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Continued effort to include a repeal or revised formula for the Windfall Elimination Provision for non-covered retirees. Monitored H.R. 860, the Social Security 2100 Act." The bill would provide an across-the-board benefit increase equivalent to about 2 percent of the average Social Security benefit amd make other substantial changes. The bill, introduced by Rep. John Larson (D-CT) is still pending. The identical Senate bill is S. 269, introduced by Senator Richard Blumenthal (D-CT). Monitored S.521, the Social Security Fairness Act, was introduced by Senator Sherrod Brown (D-OH). The bill would amend title II of the Social Security Act to repeal the Government pension offset and windfall elimination provisions. H.R. 141, the companion bill, was introduced by Rep. Rodney Davis (R-IL) the Social Security Fairness Act of 2019 and it now has over 200 bipartisan cosponsors, including several members of the Ohio delegation. Rep. Richard Neal (D-MA), Chairman of the House Ways and Means Committee, introduced H.R. 397, the Rehabilitation for Multiemployer Pensions Act. It is important to distinguish private and public multiemployer pension plans. It amends the Internal Revenue Code of 1986 to create a Pension Rehabilitation Trust Fund and to establish a Pension Rehabilitation Administration within the Department of the Treasury to make loans to multiemployer defined benefit plans. Chairman Neal introduced H.R. 4540 in 2019 to address the Windfall Elimination Provision (WEP). Rep. Brady introduced his bill, H.R. 3934, at the end of July 2019 to address WEP. Monitored both bills and discussed the need for WEP reform with House and Senate Offices and Committee staff.

Client expense: Not reported · Firm income: $9,999

Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE

Cost of Living Adjustment (COLAs) Relief. H.R. 860 and S. 269, the Social Security 2100 Act; H.R. 1170 and S. 478, the Social Security Expansion Act; H.R. 1553, the Fair COLA for Seniors Act of 2019; and H.R. 2302 and S. 1132, the Protecting and Preserving Social Security Act: Proposals to adopt the Consumer Price Index for the Elderly (CPI-E) for the purpose of determining COLAs for Social Security beneficiaries. Social Security Expansion. H.R. 860 and S. 269, the Social Security 2100 Act; H.R. 1170 and S. 478, the Social Security Expansion Act; H.R. 2302 and S. 1132, the Protecting and Preserving Social Security Act; H.R. 2654, the Strengthening Social Security Act; and H.R. 5392, the Social Security Enhancement and Protection Act of 2019: Proposals to improve benefits and to strengthen Social Security's financing by altering the payroll tax cap, among other changes. Caregiver Social Security Credits. H.R. 4126, the Social Security Caregiver Credit Act of 2019: Proposal to provide Social Security wage credits for individuals who reduce their participation in the workforce or leave the workforce to provide care to specified family members and relatives. Supplemental Security Income (SSI) Restoration. H.R. 4280 and S. 2753, the Supplemental Security Income Restoration Act of 2019: Proposal to update provisions in the SSI program to reflect inflation since 1972 and to increase the asset limit to $10,000 for an individual and $15,000 for a couple. SSI Eligibility. H.R. 6028, the Stable Benefits and Housing Assistance Act: An amendment to the Social Security Act to ensure that relocation assistance grants received by SSI beneficiaries, regardless of the funding source, are excluded from consideration when determining an individuals eligibility to SSI benefits. Social Security Government Pension Offset and Windfall Elimination Provision. H.R. 141 and S. 521, Social Security Fairness Act of 2019; H.R. 4540, the Public Servants Protection and Fairness Act: Proposals to repeal or modify the Government Pension Offset and Windfall Elimination Provision. Social Security Benefit Statement. H.R. 5306, the Know Your Social Security Act of 2019: Proposal to have the Social Security Administration resume annual distribution of benefit statements to eligible individuals. Social Security Notch. H.R. 7499, the COVID-19 Correction and Equity Act: Proposals to ensure that Social Security benefits for individuals born in 1960 and 1961 are not reduced as a result of coronavirus-related drop in the average wage index. Emergency COVID-19 Payment to Social Security Beneficiaries and Others. (No bill): Proposal to provide a monthly payment to all Social Security, Veterans, and SSI beneficiaries through the end of 2021. Protecting Seniors from Garnishment. (No bill): Proposal to protect Social Security beneficiaries from having their Social Security benefits garnished to recover unpaid student loans. Disability Adjudication. (No bill): Proposal to stop the Social Security Administration from reinstituting the reconsideration step of the Social Security Disability Insurance adjudication process in the ten states where that step is not used. Eligibility for Economic Impact Payment. (No bill): Ensuring the Treasury Department made Social Security, SSI and Veterans beneficiaries automatically eligible to receive Economic Impact Payments as required by the Coronavirus Aid, Relief and Economic Security (CARES) Act (P.L. 116-136). Social Security and Supplemental Security Income Disability Benefits Adjudication. (No bill): Comments on regulatory proposals to alter the rules regarding the evaluation of medical evidence for the purpose of adjudicating claims for both Social Security and Supplemental Security Income disability benefits and to change the classification system used to determine the frequency with which beneficiaries must undergo a continuing disability review. Prohibit Payment of Social Security and Supplemental Security Insurance Benefits. (No bill): Proposal to bar payment of benefits for seniors with outstanding warrants for their arrest. Social Security Benefit Improvement. (No bill): Proposal to adjust benefit levels for individuals who have been on the Social Security benefit rolls for many years. Social Security Benefit Improvements to Help Beneficiaries During the COVID-19 Pandemic. H.R. 6356, the Emergency Social Security Benefits Act: Proposals to improve Social Security benefits, which would, take effect immediately, retroactive to January 1, 2020, and be in force until December 31, 2020. Social Security Office Closures. H.R. 2302 and S. 1132, the Protecting and Preserving Social Security Act; H.R. 2901 and S. 1616, the Maintain Access to Vital Social Security Services Act: Proposals to protect and preserve Social Securitys network of local field offices from closure or consolidation. Social Security Overpayments. H.R. 7830, the Fairness for Seniors and People with Disabilities During COVID-19 Act of 2020: Proposals to protect retirees, survivors and people with disabilities from being forced to repay extra Social Security and Supplemental Security Income (SSI) benefits they received because of the COVID-19 pandemic. Strengthening Beneficiaries Rights. (No bill): Various proposals relating to the protection and rights available to Social Security and Supplemental Security Income beneficiaries. Social Security Disability Insurance Waiting Periods. H.R. 4386 and S. 2496, the Stop the Wait Act: Proposal to eliminate the 36-month waiting period for Medicare coverage for disabled individuals and the 5-month waiting period for start of payment of cash benefits. Social Security Payroll Taxes. The Coronavirus Aid, Relief and Economic Security (CARES) Act (P.L. 116-136), the Families First Coronavirus Response Act (P.L. 116-127) and H.R. 6800, the Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act: Proposals to cut, eliminate and defer payment of Social Security payroll taxes. Social Security Payroll Tax Deferral Executive Order. H.R. 8171, the Save Our Social Security Now Act: Proposal to nullify the Internal Revenue Service (IRS) guidance on President Trumps August 8, 2020 executive action to impose a payroll tax deferral. Identity Theft/Fraud. H.R. 5446, the Improving Social Securitys Service to Victims of Identity Theft Act of 2019: Proposal to require establishment of a dedicated ID fraud cadre at the SSA. Social Security Beneficiary Representative. (No bill): Would require the establishment of a beneficiary representative at SSA to advocate on behalf of Social Security beneficiaries and claimants.

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

Government targets: Administration on Aging, Centers For Medicare and Medicaid Services (CMS), Executive Office of the President (EOP), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, Social Security Administration (SSA), Treasury, Dept of, U.S. Postal Service (USPS)

Support H.R. 141/S. 521, the Social Security Fairness Act, to repeal the Government Pension Offset (GPO) and the Windfall Elimination Provision (WEP). Support modifications to H.R. 860 in provide equitable tax treatment between Social Security benefits and Civil Service Retirement System annuities, to extend the adoption of the CPI-E for cost-of-living adjustments to all federal retirement programs (not just Social Security), and to include reform or repeal of the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO). Support H.R. 1254, The Equal COLA Act, which would provide Federal Employees Retirement System (FERS) retirees with the same annual cost-of-living adjustment (COLA) as Civil Service Retirement System (CSRS) employees. Support H.R. 1553, the Fair COLAs for Seniors Act, to calculate cost-of-living adjustments (COLAs) to federal civilian retirement benefits, military retirement benefits, and Social Security benefits using the CPI-E. Support H.R. 2478, the Federal Retirement Fairness Act, which allows federal employees who started their careers in temporary positions before transitioning into permanent roles to retroactively contribute toward their retirement for the years they held a temporary position. Support H.R. 3934, the Equal Treatment of Public Servants Act of 2019, which would reform the Windfall Elimination Provision (WEP). Support H.R. 4540, the Public Servants Protection and Fairness Act, which would reform the Windfall Elimination Provision (WEP). Support providing equitable relief to federal retirees (without Social Security) in any proposal to increase Social Security benefits as part of economic stimulus legislation. Oppose H.R. 5018/H.R. 6614/S.2791, the Taxpayers and Savers Protection Act, which would limit the investment options of the Thrift Savings Plan's International (I) Fund. Oppose administration attempts to pressure the Federal Retirement Thrift Investment Board (FRTIB) to reverse its decision to expand I Fund investments. Support adequate vetting of new nominees to FRTIB, including referral to the Senate Committee on Homeland Security and Governmental Affairs and holding a hearing.

Client expense: $80,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Office of Management & Budget (OMB), Office of Personnel Management (OPM), SENATE, U.S. Postal Service (USPS)

Lobbied on the confirmations of Chad Bungard, Dennis Dean Kirk, and Julia Clark to serve on the MSPB. Lobbied against confirmation of Catherine Bird to be General Counsel of FLRA. Lobbied against confirmation of John Gibbs to be director of the Office of Personnel Management. Lobbied against any attempts the expand the Department of Veterans Affairs' Accountability and Whistleblower Protection Act government-wide. Lobbied in support of H.R. 1254, the "Equal COLA Act," to achieve parity between the cost of living adjustment to an annuity under the Federal Employees Retirement System and an annuity under the Civil Service Retirement System. Lobbied in support of S. 165, the "Federal Unemployment Compensation Equality Act of 2019," to amend current law to clarify that Federal employees excepted from a furlough are eligible for unemployment compensation. Lobbied in support of S. 222, to require payment of interest on back pay for employees affected by a lapse in appropriations. Lobbied in support of H.R. 953, to help prevent negative credit reporting due to a government shutdown. Lobbied in support of S. 464, Protecting Employees' Security Clearances Act (PESCA), which requires consideration of a lapse in appropriations as a mitigating condition when assessing financial consideration for security clearances. Lobbied in support of H.R. 5690/S. 3231, the "Federal Adjustment of Income Rates Act" to provide federal employees with a 3.5% salary adjustment in 2021. Lobbied in support of S. 521 and H.R. 141, Social Security Fairness Act, to repeal the government pension offset and windfall elimination provisions. Lobbied in support of S. 530 and H.R. 1316, the "Federal Labor-Management Partnership Act," to establish the Federal Labor-Management Partnership Council. Lobbied in support of S. 24, Government Employee Fair Treatment Act of 2019, so employees of the federal government or a District of Columbia public employer who are furloughed or required to work during a lapse in appropriations beginning on or after December 22, 2018, to be compensated for the period of the lapse. Lobbied in support of H.R. 7, the "Paycheck Fairness Act," To amend the "Fair Labor Standards Act of 1938" to provide more effective remedies to victims of discrimination in the payment of wages on the basis of sex, and for other purposes. Lobbied against H.R. 605, Official Time Reporting Act, to require that the Office of Personnel Management submit an annual report to Congress relating to the use of official time by Federal employees. Lobbied for H.R. 1309, Workplace Violence Prevention for Health Care and Social Service Workers Act, to require DOL to address workplace violence in the health care and social service sectors Lobbied for H.R. 582, Raise the Wage Act, to increase the federal minimum wage for regular employees over a 7-year period, for tipped employees, and for newly hired employees who are less than 20 years old. Lobbied in support of H.R. 4328, the "Protecting Innocent Consumers Affected by the Shutdown Act of 2019." Lobbied Education and Labor Committee on collective bargaining contract effects on the Education workforce and Secretary's actions to alter the Department's work on student loans and civil rights enforcement. Lobbied in support of H.R. 3463/S. 1970, the "Public Service Freedom to Negotiated Act." Lobbied in support of H.R. 2474/S. 1306, the "Protecting the Right to Organize Act." Lobbied against the nomination of Keith Sonderling (R) and Andrea Lucas (R) nominees for the EEOC. Lobbied in support of Jocelyn Samuels (D) nominee for the EEOC. Lobbied for passage of H.R. 7574, the "Strengthening America's Strategic National Stockpile Act of 2020." FY 2020 Emergency Supplemental Coronavirus Pandemic Response Appropriations - Lobbied for passage of and inclusion of federal workforce provisions in H.R. 925, the Heroes Act; H.R. 8015, the Delivering for America Act; and H.R. 8319 , the FY 2020 Continuing Appropriations and Other Extensions Act. FY 2020 Supplemental Appropriations - Lobbied for passage of H.R. 8337 making continuing appropriations for FY 2020 through December 11, 2020.

Client expense: $430,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Air Force, Dept of, Army, Dept of (Corps of Engineers), Army, Dept of (Other), Bureau of Citizenship & Immigration Services (BCIS), Commerce, Dept of (DOC), Defense Commissary Agency, Defense Contract Audit Agency (DCAA), Defense Finance & Accounting Service (DFAS), Defense, Dept of (DOD), Education, Dept of, Energy, Dept of, Environmental Protection Agency (EPA), Federal Emergency Management Agency (FEMA), 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), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Institutes of Health (NIH), Navy, Dept of, Office of Management & Budget (OMB), Office of Personnel Management (OPM), SENATE, Transportation Security Administration (TSA), Transportation, Dept of (DOT), U.S. Coast Guard (USCG), U.S. Customs & Border Protection, U.S. Immigration & Customs Enforcement (ICE), U.S. Marines, Veterans Affairs, Dept of (VA), Voice of America

H.R.141/S.521, the Social Security Fairness Act, Entirety H.R.4540, Public Servants Protection & Fairness Act, Entirety H.R.860/S.269, Social Security 2100 Act, Entirety H.R.7370, Protecting Employees and Retirees in Business Bankruptcies Act of 2020, Entirety Monitor Guaranteed Retirement Accounts/retirement security

Client expense: $340,000 · Firm income: Not reported

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

S 521, HR 141- Social Security Fairness Act HR 8171- Save Our Social Security Now Act H. Res. 1048- Retirement Security in Resolution on "Poverty Bill of Rights"

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 141/S.521 - Social Security Fairness Act.

Client expense: $80,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Social Security legislation, H.R. 141, S. 521, H.R. 4540, H.R. 3934.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Social Security legislation, H.R. 141, S. 521, H.R. 4540. H.R. 3934, S. 3526, Equal Treatment of Public Servants Act of 2019.

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

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

Monitor H.R.141/S.521, Social Security Fairness Act of 2019, Windfall elimination provision

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

Support for the Public Servants Protection and Fairness Act, H.R. 4540, H.R. 3934 (the Equal Treatment of Public Servants Act)H.R. 141, S 521 (the Social Security Fairness Act of 2019)

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Support of H.R. 1170/S. 478, the Social Security Expansion Act Support of H.R. 141/S. 521, the Social Security Fairness Act Support of H.R. 2478, the Federal Retirement Fairness Act

Client expense: $150,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Social Security Cost of Living Adjustment: H.R. 2302, H.R. 1553, H.R. 46 and H.R. 2787. Social Security Reform: S. 521 and H.R. 1170 and S. 478 and S. 269 and H.R. 860, WEP/GPO: H.R. 141, Notch:H.R. 4570.

Client expense: Not reported · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 1254 -- the Equal COLA Act, legislation to provide the same cost-of-living adjustment for Social Security, Civil Service Retirement System and Federal Employee Retirement System annuitants H.R. 141 & S. 521 -- the Social Security Fairness Act, legislation to repeal the Government pension offset and windfall elimination provisions. H.R. 2478 -- legislation to provide retirement credit for certain federal employees who held temporary positions H.R. 3934 -- legislation to modify the Social Security windfall elimination provision formula

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

Government targets: HOUSE OF REPRESENTATIVES, Office of Management & Budget (OMB), Office of Personnel Management (OPM), Postal Regulatory Commission, SENATE, Treasury, Dept of, U.S. Postal Service (USPS)

HR 1156, S 521, HR 1210, HR 4527

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

Government targets: HOUSE OF REPRESENTATIVES, Justice, Dept of (DOJ), SENATE

HR 1156, S 521, HR 1210

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

Government targets: HOUSE OF REPRESENTATIVES, Justice, Dept of (DOJ), SENATE

H.R. 2392/S. 2965 USPS Fairness Act H.Res. 33/S. Res. 99 Anti-privatization resolution H.Res. 60 Service standards resolution H.Res. 54 6-day mail delivery H.Res. 23 Door delivery H.R. 6201 Families First Coronavirus Response Act H.R. 2517 USPS Shipping Equity Act H.R. 2478 Federal Retirement Fairness Act H.R. 141/S. 521 Social Security Fairness Act H.R. 3463/S. 1970 Public Service Freedom to Negotiate Act H.R. 2474/S. 1306 Protecting the Right to Organize Act

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Support for the Federal Retirement Fairness Act (H.R. 2478); support for the Federal Adjustment of Income Rates (FAIR) Act (H.R. 5690 / S. 3231); Support for the Equal COLA Act (H.R. 1254); Support for the Fair COLA for Seniors Act (H.R. 1553);Support for the Equal Treatment of Public Servants Act (H.R. 3934 / S. 3401); Support for the Public Servants Protection and Fairness Act (H.R. 4540); Support for Social Security Fairness Act (H.R. 141 / S. 521); Support for the RECOVER Act (H.R. 3726); Support for the Federal Frontline Worker Leave Protection Act (H.R. 6733); Support for the FY 2021 NDAA (S. 4049), particularly sections 1111, 1107, 1105, and 1113; Support for the FY 2021 NDAA (H.R. 6395), particularly section 1101, 1102, 1106); Support for pay parity for federal employees with the uniformed military.

Client expense: Not reported · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 748/S. 684, the Middle Class Health Benefits Tax Repeal Act, which would repeal a provision of the Patient Protection and Affordable Care Act that imposes a 40% Cadillac tax on health care plans most likely to be used by law enforcement and other public safety officers; H.R. 141/S. 521, the Social Security Fairness Act, which would repeal both the Windfall Elimination Provision and the Government Pension Offset in current Social Security law; H.R. 4540 (Neal, D-MA), the Public Servants Protection and Fairness Act, which would repeal the Windfall Elimination Provision (WEP) and replace it with a more equitable and individualized calculation of Social Security benefits while ensuring that no workers will be negatively impacted by the new formula; H.R. 4897, the Public Safety Retirees Healthcare Protection Act, which would increase the pretax benefit from $3,000 to $6,000 for public safety employees to pay for premiums on health care and long-term care insurance; H.R. 5342, the Supporting Americas First Responders Act, which would establish a new above-the-line deduction for law enforcement and other public safety officers and which was incorporated into H.R. 5377, the Restoring Tax Fairness for State and Localities Act; and S. 710, the Social Security Fairness for Firefighters and Police Officers Act, which would repeal both the Windfall Elimination Provision and the Government Pension Offset for those serving as law enforcement officers or firefighters.

Client expense: $55,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Justice, Dept of (DOJ), Labor, Dept of (DOL), SENATE, White House Office

Cost of Living Adjustment (COLAs) Relief. H.R. 860 and S. 269, the Social Security 2100 Act; H.R. 1170 and S. 478, the Social Security Expansion Act; H.R. 1553, the Fair COLA for Seniors Act of 2019; and H.R. 2302 and S. 1132, the Protecting and Preserving Social Security Act: Proposals to adopt the Consumer Price Index for the Elderly (CPI-E) for the purpose of determining COLAs for Social Security beneficiaries. Social Security Expansion. H.R. 860 and S. 269, the Social Security 2100 Act; H.R. 1170 and S. 478, the Social Security Expansion Act; H.R. 2302 and S. 1132, the Protecting and Preserving Social Security Act; H.R. 2654, the Strengthening Social Security Act; and H.R. 5392, the Social Security Enhancement and Protection Act of 2019: Proposals to improve benefits and to strengthen Social Security's financing by altering the payroll tax cap, among other changes. Caregiver Social Security Credits. H.R. 4126, the Social Security Caregiver Credit Act of 2019: Proposal to provide Social Security wage credits for individuals who reduce their participation in the workforce or leave the workforce to provide care to specified family members and relatives. Supplemental Security Income (SSI) Restoration. H.R. 4280 and S. 2753, the Supplemental Security Income Restoration Act of 2019: Proposal to update provisions in the SSI program to reflect inflation since 1972 and to increase the asset limit to $10,000 for an individual and $15,000 for a couple. SSI Eligibility: H.R. 6028, the Stable Benefits and Housing Assistance Act: An amendment to the Social Security Act to ensure that relocation assistance grants received by SSI beneficiaries, regardless of the funding source, are excluded from consideration when determining an individuals eligibility to SSI benefits. Social Security Government Pension Offset and Windfall Elimination Provision. H.R. 141 and S. 521, Social Security Fairness Act of 2019; H.R. 4540, the Public Servants Protection and Fairness Act: Proposals to repeal or modify the Government Pension Offset and Windfall Elimination Provision. Social Security Benefit Statement. H.R. 5306, the Know Your Social Security Act of 2019: Proposal to have the Social Security Administration resume annual distribution of benefit statements to eligible individuals. Emergency COVID-19 Payment to Social Security Beneficiaries and Others. (No bill): Proposal to provide a monthly payment to all Social Security, Veterans, and SSI beneficiaries through the end of 2021. Protecting Seniors from Garnishment. (No bill): Proposal to protect Social Security beneficiaries from having their Social Security benefits garnished to recover unpaid student loans. Disability Adjudication. (No bill): Proposal to stop the Social Security Administration from reinstituting the reconsideration step of the Social Security Disability Insurance adjudication process in the ten states where that step is not used. Eligibility for Economic Impact Payment. (No bill): Ensuring the Treasury Department made Social Security, SSI and Veterans beneficiaries automatically eligible to receive Economic Impact Payments as required by the Coronavirus Aid, Relief and Economic Security (CARES) Act (P.L. 116-136). Social Security and Supplemental Security Income Disability Benefits Adjudication. (No bill): Comments on regulatory proposals to alter the rules regarding the evaluation of medical evidence for the purpose of adjudicating claims for both Social Security and Supplemental Security Income disability benefits and to change the classification system used to determine the frequency with which beneficiaries must undergo a continuing disability review. Prohibit Payment of Social Security and Supplemental Security Insurance Benefits. (No bill): Proposal to bar payment of benefits for seniors with outstanding warrants for their arrest. Social Security Benefit Improvement. (No bill): Proposal to adjust benefit levels for individuals who have been on the Social Security benefit rolls for many years. Social Security Benefit Improvements to Help Beneficiaries During the COVID-19 Pandemic. H.R. 6356, the Emergency Social Security Benefits Act: Proposals to improve Social Security benefits, which would, take effect immediately, retroactive to January 1, 2020, and be in force until December 31, 2020. Social Security Office Closures. H.R. 2302 and S. 1132, the Protecting and Preserving Social Security Act; H.R. 2901 and S. 1616, the Maintain Access to Vital Social Security Services Act: Proposals to protect and preserve Social Securitys network of local field offices from closure or consolidation. Strengthening Beneficiaries Rights. (No bill): Various proposals relating to the protection and rights available to Social Security and Supplemental Security Income beneficiaries. Social Security Disability Insurance Waiting Periods. H.R. 4386 and S. 2496, the Stop the Wait Act: Proposal to eliminate the 36-month waiting period for Medicare coverage for disabled individuals and the 5-month waiting period for start of payment of cash benefits. Social Security Payroll Taxes. The Coronavirus Aid, Relief and Economic Security (CARES) Act (P.L. 116-136), the Families First Coronavirus Response Act (P.L. 116-127) and H.R. 6800, the Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act: Proposals to cut, eliminate and defer payment of Social Security payroll taxes. Identity Theft/Fraud. H.R. 5446, the Improving Social Securitys Service to Victims of Identity Theft Act of 2019: Proposal to require establishment of a dedicated ID fraud cadre at the SSA. Social Security Beneficiary Representative. (No bill): Would require the establishment of a beneficiary representative at SSA to advocate on behalf of Social Security beneficiaries and claimants.

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

Government targets: Administration on Aging, Centers For Medicare and Medicaid Services (CMS), Executive Office of the President (EOP), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, Social Security Administration (SSA), Treasury, Dept of

H.R.141/S.521, the Social Security Fairness Act, Entirety H.R.4540, Public Servants Protection & Fairness Act, Entirety Monitor the following: Guaranteed Retirement Accounts/retirement security H.R.860/S.269, Social Security 2100 Act, Entirety

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

Government targets: Centers For Medicare and Medicaid Services (CMS), Education, Dept of, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Office of Management & Budget (OMB), SENATE

FY 2021 THUD Appropriations; Military Construction and Veterans Appropriations; Energy and Water Appropriations; Financial Services Appropriations; and Interior and Environmental Appropriations--Lobbied for report language in FY 2021 Mil-Con VA to direct the VA Secretary to use appropriated funds to hire new employees to fill vacancies. Lobbied on the confirmations of Chad Bungard, Dennis Dean Kirk, and Julia Clark to serve on the MSPB. Lobbied against confirmation of Catherine Bird to be General Counsel of FLRA. Lobbied against any attempts the expand the Department of Veterans Affairs' Accountability and Whistleblower Protection Act government-wide. Lobbied in support of H.R. 1254, the "Equal COLA Act," to achieve parity between the cost of living adjustment to an annuity under the Federal Employees Retirement System and an annuity under the Civil Service Retirement System. Lobbied in support of S. 165, the "Federal Unemployment Compensation Equality Act of 2019," to amend current law to clarify that Federal employees excepted from a furlough are eligible for unemployment compensation. Lobbied in support of S. 222, to require payment of interest on back pay for employees affected by a lapse in appropriations. Lobbied in support of H.R. 953, to help prevent negative credit reporting due to a government shutdown. Lobbied in support of S. 464, Protecting Employees' Security Clearances Act (PESCA), which requires consideration of a lapse in appropriations as a mitigating condition when assessing financial consideration for security clearances. Lobbied in support of H.R. 5690/S. 3231, the "Federal Adjustment of Income Rates Act" to provide federal employees with a 3.5% salary adjustment in 2021. Lobbied in support of S. 521 and H.R. 141, Social Security Fairness Act, to repeal the government pension offset and windfall elimination provisions. Lobbied in support of S. 530 and H.R. 1316, the "Federal Labor-Management Partnership Act," to establish the Federal Labor-Management Partnership Council. Lobbied in support of S. 24, Government Employee Fair Treatment Act of 2019, so employees of the federal government or a District of Columbia public employer who are furloughed or required to work during a lapse in appropriations beginning on or after December 22, 2018, to be compensated for the period of the lapse. Lobbied in support of H.R. 7, the "Paycheck Fairness Act," To amend the "Fair Labor Standards Act of 1938" to provide more effective remedies to victims of discrimination in the payment of wages on the basis of sex, and for other purposes. Lobbied against H.R. 605, Official Time Reporting Act, to require that the Office of Personnel Management submit an annual report to Congress relating to the use of official time by Federal employees. Lobbied for H.R. 1309, Workplace Violence Prevention for Health Care and Social Service Workers Act, to require DOL to address workplace violence in the health care and social service sectors Lobbied for H.R. 582, Raise the Wage Act, to increase the federal minimum wage for regular employees over a 7-year period, for tipped employees, and for newly hired employees who are less than 20 years old. Lobbied in support of H.R. 4328, the "Protecting Innocent Consumers Affected by the Shutdown Act of 2019." Lobbied Education and Labor Committee on collective bargaining contract effects on the Education workforce and Secretary's actions to alter the Department's work on student loans and civil rights enforcement. Lobbied in support of H.R. 3463/S. 1970, the "Public Service Freedom to Negotiated Act." Lobbied in support of H.R. 2474/S. 1306, the "Protecting the Right to Organize Act." Lobbied against the nomination of Dr. Sethuraman Panchanathan as NSF Director. Lobbied against the nomination of Keith Sonderling (R) and Andrea Lucas (R) nominees for the EEOC. Lobbied in support of Jocelyn Samuels (D) nominee for the EEOC. FY 2020 Emergency Supplemental Coronavirus Pandemic Response Appropriations - Lobbied for passage of and inclusion of federal workforce provisions in H.R. 6379, the "Take Responsibility for Workers and Families Act;" H.R. 266 the Paycheck Protection Program and Health Care Enhancement Act; H.R. 6800 the Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act.

Client expense: $411,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Air Force, Dept of, Army, Dept of (Corps of Engineers), Army, Dept of (Other), Bureau of Citizenship & Immigration Services (BCIS), Commerce, Dept of (DOC), Defense Commissary Agency, Defense Contract Audit Agency (DCAA), Defense Finance & Accounting Service (DFAS), Defense, Dept of (DOD), Education, Dept of, Energy, Dept of, Federal Emergency Management Agency (FEMA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Interior, Dept of (DOI), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Institutes of Health (NIH), Navy, Dept of, Office of Management & Budget (OMB), Office of Personnel Management (OPM), SENATE, Transportation Security Administration (TSA), Transportation, Dept of (DOT), U.S. Coast Guard (USCG), U.S. Customs & Border Protection, U.S. Immigration & Customs Enforcement (ICE), U.S. Marines, Veterans Affairs, Dept of (VA)

Continued effort to include a repeal or revised formula for the Windfall Elimination Provision for non-covered retirees. Monitored H.R. 860, the Social Security 2100 Act." The bill would provide an across-the-board benefit increase equivalent to about 2 percent of the average Social Security benefit amd make other substantial changes. The bill, introduced by Rep. John Larson (D-CT) is still pending. The identical Senate bill is S. 269, introduced by Senator Richard Blumenthal (D-CT). Monitored S.521, the Social Security Fairness Act, was introduced by Senator Sherrod Brown (D-OH). The bill would amend title II of the Social Security Act to repeal the Government pension offset and windfall elimination provisions. H.R. 141, the companion bill, was introduced by Rep. Rodney Davis (R-IL) the Social Security Fairness Act of 2019 and it now has over 200 bipartisan cosponsors, including several members of the Ohio delegation. Rep. Richard Neal (D-MA), Chairman of the House Ways and Means Committee, introduced H.R. 397, the Rehabilitation for Multiemployer Pensions Act. It is important to distinguish private and public multiemployer pension plans. It amends the Internal Revenue Code of 1986 to create a Pension Rehabilitation Trust Fund and to establish a Pension Rehabilitation Administration within the Department of the Treasury to make loans to multiemployer defined benefit plans. Chairman Neal introduced H.R. 4540 in 2019 to address the Windfall Elimination Provision (WEP). Rep. Brady introduced his bill, H.R. 3934, at the end of July 2019 to address WEP. Monitored both bills and discussed the need for WEP reform with House and Senate Offices and Committee staff.

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

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

H.R. 141/S.521 - Social Security Fairness Act.

Client expense: $80,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S 521, HR 141- Social Security Fairness Act Social Security Trustees Report, FICA Contributions, automatic payments and IRS guidance in CARES Act

Client expense: $660,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE