Supplemental Security Income Restoration Act of 2021

H.R. 82, the Social Security Fairness Act H.R. 3822, the ASSET Act H.R. 4003/S. 2108, the Work Without Worry Act H.R. 4143, the Know Your Social Security Act H.R. 4315, the FAIR COLA for Seniors Act H.R. 5050, the Social Security Improvement Act H.R. 5215, the Social Security Stabilization and Enhancement Act H.R. 5723/S. 3071, the Social Security 2100 - A Sacred Trust Act H.R. 6583/S. 3575, the Stop the Wait Act of 2022 H.R. 8005, the Social Security Expansion Act S. 1809, the ASSET Act S. 2065, the Supplemental Security Income Restoration Act of 2021 S. 4102, the SSI Savings Penalty Elimination Act H.J. Res. 38, Disapproving the Rule Submitted by the Social Security Administration Relating to Hearings Held by Administrative Appeals Judges of the Appeals Council

Client expense: $77,879 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE, Social Security Administration (SSA)

Americans with Disabilities Act, healthcare access, nondiscrimination for people with disabilities; Supplemental Security Income Restoration Act (H.R. 3824/ S. 2065); ABLE Age Adjustment Act (H.R. 1219/ S. 331); SSI Savings Penalty Elimination Act (S. 4102); Special Needs Trust Improvement Act of 2022 (S.4426);

Client expense: $75,000 · Firm income: Not reported

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

Advocated for permanency of the Advanced Premium Tax Credit for accessing quality, affordable health insurance. Supported the Disability Employment Incentive Act, legislation that doubles incentives for businesses to hire individuals with disabilities. Advocated for the permanent adoption of the changes to the Earned Income Tax Credit (EITC) and the Child Tax Credit (CTC). Advocated for the passage of the SSI Savings Penalty Elimination Act (S. 4102) Advocated for the enactment of the ABLE Age Adjustment Act Advocated for the passage of the Supplemental Security Income Restoration Act (S. 2065 / HR 3763)

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE, Social Security Administration (SSA), Treasury, Dept of

Improvements to Social Security Act Title II and Title XVI for people with disabilities. Supplemental Security Income program issues, provisions dealing with persons with disabilities. Social Security Disability program issues, provisions dealing with persons with disabilities. Social Security 2100 Act (S.269, H.R. 860) to extend solvency and make benefits improvements. The SSI Savings Penalty Elimination Act (S. 4102) Work Without Worry Act (H.R.4003 / S. 2108) ABLE Age Adjustment Act (H.R.1219 / S.331) SSI Restoration Act (H.R. 3763 / S.2065) Stop The Wait Act (H.R. 6583 / S.3575)

Client expense: $70,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R.3824 and S.2065, Supplemental Security Income Restoration Act of 2021, entire bill; and S.4102, SSI Savings Penalty Elimination Act of 2022, entire bill.

Client expense: $60,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 82, the Social Security Fairness Act H.R. 3822, the ASSET Act H.R. 4003/S. 2108, the Work Without Worry Act H.R. 4143, the Know Your Social Security Act H.R. 4315, the FAIR COLA for Seniors Act H.R. 5050, the Social Security Improvement Act H.R. 5215, the Social Security Stabilization and Enhancement Act H.R. 5723/S. 3071, the Social Security 2100 - A Sacred Trust Act H.R. 6583/S. 3575, the Stop the Wait Act of 2022 H.R. 8005, the Social Security Expansion Act S. 1809, the ASSET Act S. 2065, the Supplemental Security Income Restoration Act of 2021 S. 4102, the SSI Savings Penalty Elimination Act H.J. Res. 38, Disapproving the Rule Submitted by the Social Security Administration Relating to Hearings Held by Administrative Appeals Judges of the Appeals Council

Client expense: $82,012 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE, Social Security Administration (SSA)

Social Security Cost of Living Adjustment (COLA). The Fair COLA for Seniors Act (H.R. 4315): Proposal to adopt the Consumer Price Index for the Elderly (CPI-E) for the purpose of determining COLAs for Social Security beneficiaries. Social Security Expansion. The Social Security 2100 Act: A Sacred Trust (H.R. 5723 and S. 3071): Proposals to improve benefits and to strengthen Social Security's financing by altering the payroll tax cap, among other changes. Social Security Expansion. The Social Security Expansion Act (S. 4365 and H.R. 8005): A bill to enhance Social Security benefits and ensure the long-term solvency of the Social Security program. Social Security Expansion. The Safeguarding American Families & Expanding Social Security Act of 2021 (S. 3070): Various provisions updating and modernizing Social Security benefits and extending solvency of the Social Security Trust Funds. Social Security Expansion. Protecting and Preserving Social Security Act (H.R. 8467 and S. 4583): A bill to adopt the Consumer Price Index for the Elderly (CPI-E) for the purpose of determining COLAs for Social Security beneficiaries and to ensure the long-term solvency of the Social Security program by altering the payroll tax cap. Caregiver Social Security Credits. The Social Security Caregiver Credits Act (H.R. 3632 and S. 1955): 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. The Social Security Fairness Act of 2021 (H.R. 82 and S. 1302) and the Public Servants Protection and Fairness Act of 2021 (H.R. 2337): Proposals to repeal or modify the Government Pension Offset and Windfall Elimination Provision. Social Security Notch. (No bill): Proposals to ensure that Social Security benefits for individuals born in 1960 and 1961 are not reduced as a result of the coronavirus-related drop in the average wage index. Protecting Seniors from Garnishment. (No bill): Proposal to protect Social Security beneficiaries from having their Social Security benefits garnished to recover unpaid student loans. Social Security Disability Insurance Claim Adjudication. (H.J. Res. 38): Joint resolution nullifies the rule finalized by the Social Security Administration on November 16, 2020, that outlines when its administrative appeals judges may hold hearings and issue decisions on individual cases. Currently, these judges serve an appellate function where they review, at the request of Social Security claimants, the decisions of the administrative law judges who issue decisions in individual cases. Social Security Overpayments. (No bill): 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 Benefit Statements. The Know Your Social Security Act (H.R. 4143 and S. 2204): Legislation to implement section 1143 of the Social Security Act by clarifying the Social Security Administration is required to mail annual benefit statements to all workers over age 25. Supplemental Social Security (SSI) Program. The Supplemental Social Security Income Restoration Act (H.R. 3824 and S. 2065): Legislation to strengthen and restore the Social Security Income (SSI) program. Retirement plan distribution: IRS Notice 2021-40 relating to Physical Presence Requirement for Spousal Consents. House Committee on Aging. (H. Res. 583): A Resolution amending the Rules of the House to reestablish a Permanent Select Committee on Aging. Retirement plan fiduciary rule. (No bill or regulation): supporting the Department of Labor moving forward with a modernization of the fiduciary rule and any supporting regulatory changes. Social Security Administration. The Improving Social Securitys Service to Victims of Identity Theft Act (S. 3684 and H.R. 7274): Improving Social Security's service to victims of identity theft by requiring the Social Security Administration to provide a single point of contact for any individual whose Social Security account number has been misused. Social Security Administration: Letter to President Biden requesting the creation of a Beneficiary Advocate within the Social Security Administration. Employer-sponsored Retirement Plan Expansion: Womens Retirement Protection Act (S. 2446 and H.R. 4678): Provisions improving retirement security for women by expanding eligibility for employer-sponsored plans to more part-time workers; Security a Strong Retirement Act (H.R. 2954): Provisions relating to expanding the SAVERS tax credit for low-income workers saving for retirement and the lost-plan pension registry; Retirement Improvement and Savings Enhancement Act of 2021 (RISE Act) (H.R. 5891): Provisions relating to improving retirement savings; Retirement Improvement and Savings Enhancement to Supplement Healthy Investments for the Nest Egg Act (RISE & SHINE Act) (S. 4353): Provisions relating to protections for retirement savers; Enhancing American Retirement Now Act of 2022 (EARN Act) (S. 4808): Provisions relating to expanding the SAVERS tax credit for low-income workers saving for retirement, lost-plan registry and increasing asset limits for Supplemental Security Income (SSI) beneficiaries saving for retirement.

Client expense: Not reported · Firm income: $23,000

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

Social Security Cost of Living Adjustment (COLA). The Fair COLA for Seniors Act (H.R. 4315): Proposal to adopt the Consumer Price Index for the Elderly (CPI-E) for the purpose of determining COLAs for Social Security beneficiaries. Social Security Expansion. The Social Security 2100 Act: A Sacred Trust (H.R. 5723 and S. 3071): Proposals to improve benefits and to strengthen Social Security's financing by altering the payroll tax cap, among other changes. Social Security Expansion. The Social Security Expansion Act (S. 4365 and H.R. 8005): A bill to enhance Social Security benefits and ensure the long-term solvency of the Social Security program. Social Security Expansion. The Safeguarding American Families & Expanding Social Security Act of 2021 (S. 3070): Various provisions updating and modernizing Social Security benefits and extending solvency of the Social Security Trust Funds. Social Security Expansion. Protecting and Preserving Social Security Act (H.R. 8467 and S. 4583): A bill to adopt the Consumer Price Index for the Elderly (CPI-E) for the purpose of determining COLAs for Social Security beneficiaries and to ensure the long-term solvency of the Social Security program by altering the payroll tax cap. Caregiver Social Security Credits. The Social Security Caregiver Credits Act (H.R. 3632 and S. 1955): 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. The Social Security Fairness Act of 2021 (H.R. 82 and S. 1302) and the Public Servants Protection and Fairness Act of 2021 (H.R. 2337): Proposals to repeal or modify the Government Pension Offset and Windfall Elimination Provision. Social Security Notch. (No bill): Proposals to ensure that Social Security benefits for individuals born in 1960 and 1961 are not reduced as a result of the coronavirus-related drop in the average wage index. Protecting Seniors from Garnishment. (No bill): Proposal to protect Social Security beneficiaries from having their Social Security benefits garnished to recover unpaid student loans. Social Security Disability Insurance Claim Adjudication. (H.J. Res. 38): Joint resolution nullifies the rule finalized by the Social Security Administration on November 16, 2020, that outlines when its administrative appeals judges may hold hearings and issue decisions on individual cases. Currently, these judges serve an appellate function where they review, at the request of Social Security claimants, the decisions of the administrative law judges who issue decisions in individual cases. Social Security Overpayments. (No bill): 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 Benefit Statements. The Know Your Social Security Act (H.R. 4143 and S. 2204): Legislation to implement section 1143 of the Social Security Act by clarifying the Social Security Administration is required to mail annual benefit statements to all workers over age 25. Supplemental Social Security (SSI) Program. The Supplemental Social Security Income Restoration Act (H.R. 3824 and S. 2065): Legislation to strengthen and restore the Social Security Income (SSI) program. Retirement plan distribution: IRS Notice 2021-40 relating to Physical Presence Requirement for Spousal Consents. House Committee on Aging. (H. Res. 583): A Resolution amending the Rules of the House to reestablish a Permanent Select Committee on Aging. Retirement plan fiduciary rule. (No bill or regulation): supporting the Department of Labor moving forward with a modernization of the fiduciary rule and any supporting regulatory changes. Social Security Administration. The Improving Social Securitys Service to Victims of Identity Theft Act (S. 3684 and H.R. 7274): Improving Social Security's service to victims of identity theft by requiring the Social Security Administration to provide a single point of contact for any individual whose Social Security account number has been misused. Social Security Administration: Letter to President Biden requesting the creation of a Beneficiary Advocate within the Social Security Administration. Employer-sponsored Retirement Plan Expansion: Womens Retirement Protection Act (S. 2446 and H.R. 4678): Provisions improving retirement security for women by expanding eligibility for employer-sponsored plans to more part-time workers; Security a Strong Retirement Act (H.R. 2954): Provisions relating to expanding the SAVERS tax credit for low-income workers saving for retirement and the lost-plan pension registry; Retirement Improvement and Savings Enhancement Act of 2021 (RISE Act) (H.R. 5891): Provisions relating to improving retirement savings; Retirement Improvement and Savings Enhancement to Supplement Healthy Investments for the Nest Egg Act (RISE & SHINE Act) (S. 4353): Provisions relating to protections for retirement savers; Enhancing American Retirement Now Act of 2022 (EARN Act) (S. 4808): Provisions relating to expanding the SAVERS tax credit for low-income workers saving for retirement, lost-plan registry and increasing asset limits for Supplemental Security Income (SSI) beneficiaries saving for retirement.

Client expense: $210,000 · Firm income: Not reported

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

Americans with Disabilities Act, healthcare access, nondiscrimination for people with disabilities; Supplemental Security Income Restoration Act (H.R. 3824/ S. 2065); ABLE Age Adjustment Act (H.R. 1219/ S. 331); SSI Savings Penalty Elimination Act (S. 4102); Special Needs Trust Improvement Act of 2022 (S.4426);

Client expense: $75,000 · Firm income: Not reported

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

H.R.3824 / S.2065, Supplemental Security Income Restoration Act of 2021.

Client expense: Not reported · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Advocated for permanency of the Advanced Premium Tax Credit for accessing quality, affordable health insurance. Supported the Disability Employment Incentive Act, legislation that doubles incentives for businesses to hire individuals with disabilities. Supported the enactment of the SSI Restoration Act. Advocated for the permanent adoption of the changes to the Earned Income Tax Credit (EITC) and the Child Tax Credit (CTC). Advocated for the passage of the SSI Savings Penalty Elimination Act (S. 4102) Commented on fixing the ACA Family Glitch to the Treasury Department Advocated for the enactment of the ABLE Age Adjustment Act Advocated for the passage of the Supplemental Security Income Restoration Act (S. 2065 / HR 3763)

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE, Social Security Administration (SSA), Treasury, Dept of

H.R.3824 and S.2065, Supplemental Security Income Restoration Act of 2021, entire bill.

Client expense: $380,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Social Security Cost of Living Adjustment (COLA). The Fair COLA (Cost of Living Adjustment) for Seniors Act (H.R. 4315): Proposal to adopt the Consumer Price Index for the Elderly (CPI-E) for the purpose of determining COLAs for Social Security beneficiaries. Social Security Expansion. The Social Security 2100 Act: A Sacred Trust (H.R. 5723 and S. 3071): Proposals to improve benefits and to strengthen Social Security's financing by altering the payroll tax cap, among other changes. Social Security Expansion. The Social Security Expansion Act (S. 4365 and H.R. 8005): A bill to enhance Social Security benefits and ensure the long-term solvency of the Social Security program. Social Security Expansion. The Safeguarding American Families & Expanding Social Security Act of 2021 (S. 3070): Various provisions updating and modernizing Social Security benefits and extending solvency of the Social Security Trust Funds. Caregiver Social Security Credits. The Social Security Caregiver Credits Act (H.R. 3632 and S. 1955): 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. The Social Security Fairness Act of 2021 (H.R. 82 and S. 1302) and the Public Servants Protection and Fairness Act of 2021 (H.R. 2337): Proposals to repeal or modify the Government Pension Offset and Windfall Elimination Provision. Social Security Notch. (No bill): Proposals to ensure that Social Security benefits for individuals born in 1960 and 1961 are not reduced as a result of the coronavirus-related drop in the average wage index. Protecting Seniors from Garnishment. (No bill): Proposal to protect Social Security beneficiaries from having their Social Security benefits garnished to recover unpaid student loans. Social Security Disability Insurance Claim Adjudication. (H.J. Res. 38): Joint resolution nullifies the rule finalized by the Social Security Administration on November 16, 2020, that outlines when its administrative appeals judges may hold hearings and issue decisions on individual cases. Currently, these judges serve an appellate function where they review, at the request of Social Security claimants, the decisions of the administrative law judges who issue decisions in individual cases. Social Security Overpayments. (No bill): 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 Benefit Statements. The Know Your Social Security Act (H.R. 4143 and S. 2204): Legislation to implement section 1143 of the Social Security Act by clarifying the Social Security Administration is required to mail annual benefit statements to all workers over age 25. Supplemental Social Security (SSI) Program. The Supplemental Social Security Income Restoration Act (H.R. 3824 and S. 2065): Legislation to strengthen and restore the Social Security Income (SSI) program. Retirement plan distribution: IRS Notice 2021-40 relating to Physical Presence Requirement for Spousal Consents. House Committee on Aging. (H. Res. 583): A Resolution amending the Rules of the House to reestablish a Permanent Select Committee on Aging. Retirement plan fiduciary rule. (No bill or regulation): supporting the Department of Labor moving forward with a modernization of the fiduciary rule and any supporting regulatory changes. Social Security Administration. The Improving Social Securitys Service to Victims of Identity Theft Act (S. 3684 and H.R. 7274): Improving Social Security's service to victims of identity theft by requiring the Social Security Administration to provide a single point of contact for any individual whose Social Security account number has been misused. Social Security Administration: Letter to President Biden requesting the creation of a Beneficiary Advocate within the Social Security Administration. Employer-sponsored Retirement Plan Expansion: Womens Retirement Protection Act (S. 2446 and H.R. 4678): Provisions improving retirement security for women by expanding eligibility for employer-sponsored plans to more part-time workers; Security a Strong Retirement Act (H.R. 2954): Provisions relating to expanding the SAVERS tax credit for low-income workers saving for retirement and the lost-plan pension registry; Retirement Improvement and Savings Enhancement Act of 2021 (RISE Act) (H.R. 5891): Provisions relating to improving retirement savings; Retirement Improvement and Savings Enhancement to Supplement Healthy Investments for the Nest Egg Act (RISE & SHINE Act) (S. 4353): Provisions relating to protections for retirement savers; Enhancing American Retirement Now Act of 2022 (EARN Act) (No bill number): Provisions relating to expanding the SAVERS tax credit for low-income workers saving for retirement, lost-plan registry and increasing asset limits for Supplemental Security Income (SSI) beneficiaries saving for retirement.

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), SENATE, Social Security Administration (SSA), Treasury, Dept of

Social Security Cost of Living Adjustment (COLA). The Fair COLA (Cost of Living Adjustment) for Seniors Act (H.R. 4315): Proposal to adopt the Consumer Price Index for the Elderly (CPI-E) for the purpose of determining COLAs for Social Security beneficiaries. Social Security Expansion. The Social Security 2100 Act: A Sacred Trust (H.R. 5723 and S. 3071): Proposals to improve benefits and to strengthen Social Security's financing by altering the payroll tax cap, among other changes. Social Security Expansion. The Social Security Expansion Act (S. 4365 and H.R. 8005): A bill to enhance Social Security benefits and ensure the long-term solvency of the Social Security program. Social Security Expansion. The Safeguarding American Families & Expanding Social Security Act of 2021 (S. 3070): Various provisions updating and modernizing Social Security benefits and extending solvency of the Social Security Trust Funds. Caregiver Social Security Credits. The Social Security Caregiver Credits Act (H.R. 3632 and S. 1955): 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. The Social Security Fairness Act of 2021 (H.R. 82 and S. 1302) and the Public Servants Protection and Fairness Act of 2021 (H.R. 2337): Proposals to repeal or modify the Government Pension Offset and Windfall Elimination Provision. Social Security Notch. (No bill): Proposals to ensure that Social Security benefits for individuals born in 1960 and 1961 are not reduced as a result of the coronavirus-related drop in the average wage index. Protecting Seniors from Garnishment. (No bill): Proposal to protect Social Security beneficiaries from having their Social Security benefits garnished to recover unpaid student loans. Social Security Disability Insurance Claim Adjudication. (H.J. Res. 38): Joint resolution nullifies the rule finalized by the Social Security Administration on November 16, 2020, that outlines when its administrative appeals judges may hold hearings and issue decisions on individual cases. Currently, these judges serve an appellate function where they review, at the request of Social Security claimants, the decisions of the administrative law judges who issue decisions in individual cases. Social Security Overpayments. (No bill): 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 Benefit Statements. The Know Your Social Security Act (H.R. 4143 and S. 2204): Legislation to implement section 1143 of the Social Security Act by clarifying the Social Security Administration is required to mail annual benefit statements to all workers over age 25. Supplemental Social Security (SSI) Program. The Supplemental Social Security Income Restoration Act (H.R. 3824 and S. 2065): Legislation to strengthen and restore the Social Security Income (SSI) program. Retirement plan distribution: IRS Notice 2021-40 relating to Physical Presence Requirement for Spousal Consents. House Committee on Aging. (H. Res. 583): A Resolution amending the Rules of the House to reestablish a Permanent Select Committee on Aging. Retirement plan fiduciary rule. (No bill or regulation): supporting the Department of Labor moving forward with a modernization of the fiduciary rule and any supporting regulatory changes. Social Security Administration. The Improving Social Securitys Service to Victims of Identity Theft Act (S. 3684 and H.R. 7274): Improving Social Security's service to victims of identity theft by requiring the Social Security Administration to provide a single point of contact for any individual whose Social Security account number has been misused. Social Security Administration: Letter to President Biden requesting the creation of a Beneficiary Advocate within the Social Security Administration. Employer-sponsored Retirement Plan Expansion: Womens Retirement Protection Act (S. 2446 and H.R. 4678): Provisions improving retirement security for women by expanding eligibility for employer-sponsored plans to more part-time workers; Security a Strong Retirement Act (H.R. 2954): Provisions relating to expanding the SAVERS tax credit for low-income workers saving for retirement and the lost-plan pension registry; Retirement Improvement and Savings Enhancement Act of 2021 (RISE Act) (H.R. 5891): Provisions relating to improving retirement savings; Retirement Improvement and Savings Enhancement to Supplement Healthy Investments for the Nest Egg Act (RISE & SHINE Act) (S. 4353): Provisions relating to protections for retirement savers; Enhancing American Retirement Now Act of 2022 (EARN Act) (No bill number): Provisions relating to expanding the SAVERS tax credit for low-income workers saving for retirement, lost-plan registry and increasing asset limits for Supplemental Security Income (SSI) beneficiaries saving for retirement.

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

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

Issues related to the Social Security disability application and appeals process (generally, no specific legislation) H.R 157 Guam Supplemental Security Income Equity Act (generally no specific provisions) H.R. 537 Supplemental Security Income Equality Act (generally no specific provisions) H.R. 3824 S. 2065 To amend title XVI of the Social Security Act to update eligibility for the supplemental security income program, and for other purposes (general no specific provisions) H.R. 4003 S. 2108 To amend title II of the Social Security Act to eliminate work disincentives for childhood disability beneficiaries (general no specific provisions) Inclusion of H.R. 3824 S. 2065 To amend XVI of the Social Security Act to update eligibility for the supplemental security income program and for other purposes in H.R. 5376 The Build Back Better Act H.R. 5723/ S.3971 The Social Security 2100 Act (generally no specific issues)

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE, Social Security Administration (SSA)

Improvements to Social Security Act Title II and Title XVI for people with disabilities. Supplemental Security Income program issues, provisions dealing with persons with disabilities. Social Security Disability program issues, provisions dealing with persons with disabilities. Social Security 2100 Act (S.269, H.R. 860) to extend solvency and make benefits improvements. Work Without Worry Act (H.R.4003 / S. 2108) ABLE Age Adjustment Act (H.R.1219 / S.331) SSI Restoration Act (H.R. 3763 / S.2065) Stop The Wait Act (H.R. 6583/ S.3575)

Client expense: $60,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 3822, the ASSET Act H.R. 4003, the Work Without Worry Act H.R. 4143, the Know Your Social Security Act H.R. 4315, the FAIR COLA for Seniors Act H.R. 5050, the Social Security Improvement Act H.R. 5215, the Social Security Stabilization and Enhancement Act H.R. 5723/S. 3071, the Social Security 2100 - A Sacred Trust Act H.R. 6583/S. 3575, the Stop the Wait Act of 2022 H.R. 8005, the Social Security Expansion Act S. 1809, the ASSET Act S. 2065, the Supplemental Security Income Restoration Act of 2021 S. 2108, the Work Without Worry Act H.J. Res. 38, Disapproving the Rule Submitted by the Social Security Administration Relating to Hearings Held by Administrative Appeals Judges of the Appeals Council Senate Draft Legislation, the Removing Access Barriers to Elected Office for People with Disabilities Act

Client expense: $85,594 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE, Social Security Administration (SSA)

Americans with Disabilities Act, healthcare access, nondiscrimination for people with disabilities; Supplemental Security Income Restoration Act (H.R. 3824/ S. 2065); ABLE Age Adjustment Act (H.R. 1219/ S. 331); SSI Savings Penalty Elimination Act (S. 4102); Special Needs Trust Improvement Act of 2022 (S.4426);

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

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

H.R.3824 and S.2065, Supplemental Security Income Restoration Act of 2021, entire bill.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 3822, the ASSET Act H.R. 4003, the Work Without Worry Act H.R. 4143, the Know Your Social Security Act H.R. 4315, the FAIR COLA for Seniors Act H.R. 5050, the Social Security Improvement Act H.R. 5215, the Social Security Stabilization and Enhancement Act H.R. 5723/S. 3071, the Social Security 2100 - A Sacred Trust Act H.R. 6583/S. 3575, the Stop the Wait Act of 2022 S. 1809, the ASSET Act S. 2065, the Supplemental Security Income Restoration Act of 2021 S. 2108, the Work Without Worry Act H.J. Res. 38, Disapproving the Rule Submitted by the Social Security Administration Relating to Hearings Held by Administrative Appeals Judges of the Appeals Council

Client expense: $87,404 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE, Social Security Administration (SSA)

Social Security Cost of Living Adjustment (COLA). The Fair COLA (Cost of Living Adjustment) for Seniors Act (H.R. 4315): Proposal to adopt the Consumer Price Index for the Elderly (CPI-E) for the purpose of determining COLAs for Social Security beneficiaries. Social Security Expansion. The Social Security 2100 Act: A Sacred Trust (H.R. 5723 and S. 3071): Proposals to improve benefits and to strengthen Social Security's financing by altering the payroll tax cap, among other changes. Social Security Expansion. The Safeguarding American Families & Expanding Social Security Act of 2021 (S. 3070): Various provisions updating and modernizing Social Security benefits and extending solvency of the Social Security Trust Funds. Caregiver Social Security Credits. The Social Security Caregiver Credits Act (H.R. 3632 and S. 1955): 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. The Social Security Fairness Act of 2021 (H.R. 82 and S. 1302) and the Public Servants Protection and Fairness Act of 2021 (H.R. 2337): Proposals to repeal or modify the Government Pension Offset and Windfall Elimination Provision. Social Security Notch. (No bill): 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. Protecting Seniors from Garnishment. (No bill): Proposal to protect Social Security beneficiaries from having their Social Security benefits garnished to recover unpaid student loans. Social Security Disability Insurance Claim Adjudication. (H.J. Res. 38): Joint resolution nullifies the rule finalized by the Social Security Administration on November 16, 2020, that outlines when its administrative appeals judges may hold hearings and issue decisions on individual cases. Currently, these judges serve an appellate function where they review, at the request of Social Security claimants, the decisions of the administrative law judges who issue decisions in individual cases. Social Security Overpayments. (No bill): 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 Benefit Statements. The Know Your Social Security Act (H.R. 4143 and S. 2204): Legislation to implement section 1143 of the Social Security Act by clarifying the Social Security Administration is required to mail annual benefit statements to all workers over age 25. Supplemental Social Security (SSI) Program. The Supplemental Social Security Income Restoration Act (H.R. 3824 and S. 2065): Legislation to strengthen and restore the Social Security Income (SSI) program. Retirement plan distribution: IRS Notice 2021-40 relating to Physical Presence Requirement for Spousal Consents. House Committee on Aging. (H. Res. 583): A Resolution amending the Rules of the House to reestablish a Permanent Select Committee on Aging. Retirement plan fiduciary rule. (No bill or regulation): supporting the Department of Labor moving forward with a modernization of the fiduciary rule and any supporting regulatory changes. Social Security Administration. The Improving Social Securitys Service to Victims of Identity Theft Act (S. 3684 and H.R. 7274): Improving Social Security's service to victims of identity theft by requiring the Social Security Administration to provide a single point of contact for any individual whose Social Security account number has been misused.

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

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

Social Security Cost of Living Adjustment (COLA). The Fair COLA (Cost of Living Adjustment) for Seniors Act (H.R. 4315): Proposal to adopt the Consumer Price Index for the Elderly (CPI-E) for the purpose of determining COLAs for Social Security beneficiaries. Social Security Expansion. The Social Security 2100 Act: A Sacred Trust (H.R. 5723 and S. 3071): Proposals to improve benefits and to strengthen Social Security's financing by altering the payroll tax cap, among other changes. Social Security Expansion. The Safeguarding American Families & Expanding Social Security Act of 2021 (S. 3070): Various provisions updating and modernizing Social Security benefits and extending solvency of the Social Security Trust Funds. Caregiver Social Security Credits. The Social Security Caregiver Credits Act (H.R. 3632 and S. 1955): 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. The Social Security Fairness Act of 2021 (H.R. 82 and S. 1302) and the Public Servants Protection and Fairness Act of 2021 (H.R. 2337): Proposals to repeal or modify the Government Pension Offset and Windfall Elimination Provision. Social Security Notch. (No bill): 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. Protecting Seniors from Garnishment. (No bill): Proposal to protect Social Security beneficiaries from having their Social Security benefits garnished to recover unpaid student loans. Social Security Disability Insurance Claim Adjudication. (H.J. Res. 38): Joint resolution nullifies the rule finalized by the Social Security Administration on November 16, 2020, that outlines when its administrative appeals judges may hold hearings and issue decisions on individual cases. Currently, these judges serve an appellate function where they review, at the request of Social Security claimants, the decisions of the administrative law judges who issue decisions in individual cases. Social Security Overpayments. (No bill): 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 Benefit Statements. The Know Your Social Security Act (H.R. 4143 and S. 2204): Legislation to implement section 1143 of the Social Security Act by clarifying the Social Security Administration is required to mail annual benefit statements to all workers over age 25. Supplemental Social Security (SSI) Program. The Supplemental Social Security Income Restoration Act (H.R. 3824 and S. 2065): Legislation to strengthen and restore the Social Security Income (SSI) program. Retirement plan distribution: IRS Notice 2021-40 relating to Physical Presence Requirement for Spousal Consents. House Committee on Aging. (H. Res. 583): A Resolution amending the Rules of the House to reestablish a Permanent Select Committee on Aging. Retirement plan fiduciary rule. (No bill or regulation): supporting the Department of Labor moving forward with a modernization of the fiduciary rule and any supporting regulatory changes. Social Security Administration. The Improving Social Securitys Service to Victims of Identity Theft Act (S. 3684 and H.R. 7274): Improving Social Security's service to victims of identity theft by requiring the Social Security Administration to provide a single point of contact for any individual whose Social Security account number has been misused.

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

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

Issues related to the Social Security disability application and appeals process (generally, no specific legislation) H.R 157 Guam Supplemental Security Income Equity Act (generally no specific provisions) H.R. 537 Supplemental Security Income Equality Act (generally no specific provisions) H.R. 3824 S. 2065 To amend title XVI of the Social Security Act to update eligibility for the supplemental security income program, and for other purposes (general no specific provisions) H.R. 4003 S. 2108 To amend title II of the Social Security Act to eliminate work disincentives for childhood disability beneficiaries (general no specific provisions) Inclusion of H.R. 3824 S. 2065 To amend XVI of the Social Security Act to update eligibility for the supplemental security income program and for other purposes in H.R. 5376 The Build Back Better Act H.R. 5723/ S.3971 The Social Security 2100 Act (generally no specific issues)

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE, Social Security Administration (SSA)

Americans with Disabilities Act, healthcare access, nondiscrimination for people with disabilities; Supplemental Security Income Restoration Act (H.R. 3824/ S. 2065); ABLE Age Adjustment Act (H.R. 1219/ S. 331)

Client expense: $35,000 · Firm income: Not reported

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

Department of Education proposed guidance on vocational rehabilitation agency referrals to state-use programs. HR 2373, the Transformation to Competitive Integrated Employment Act and S. 2065, the Supplemental Security Income Restoration Act of 2021.

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

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

Inclusion of key provisions of S.2065 and H.R.3763,SSI Restoration Act in H.R.5376, Build Back Better Act.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

To improve and update financial limits in the Supplemental Security Income (SSI) Program, United Spinal submitted a statement in support of H.R. 3824 - S. 2065 - Supplemental Security Income Restoration Act of 2021 to the Senate Subcommittee on Social Security, Pensions, and Family Policy Hearing on Policy Options for Improving SSI held on Tuesday, September 21, 2021. As a member of the Consortium for Citizens with Disabilities Social Security and Employment Task Forces, United Spinal supported comments the Task Forces Co Chairs submitted in response to the Request for Information on Potential Disability Insurance and Supplemental Security Income Demonstrations, Docket Number SSA-2021-0025. The comments to SSA in part stated, SSI and SSDI benefits are important to millions of people with disabilities. Doing demonstrations in a way that improves the experience of claimants and beneficiaries without harming them or creating additional risks to them is crucial. As a member of the Consortium for Citizens with Disabilities Social Security Task Force, United Spinal supported comments the Task Forces Co Chairs submitted in response to the Request for Waiver of Overpayment Recovery or Change in Repayment Rate OMB, Control Number: 0960-0037, ICR Reference Number: 202106-0960-008, about the Social Security Administrations (SSAs) revised Form SSA 632-BK. As a member of the Consortium for Citizens with Disabilities Social Security Task Force, United Spinal supported a letter the Task Forces Co Chairs sent to congressional leadership encouraging SSI provisions be included in the current modified Build Back Better bill draft.

Client expense: Not reported · Firm income: $85,000

Government targets: AMTRAK - Natl Railroad Passenger Corporation, Federal Communications Commission (FCC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Justice, Dept of (DOJ), SENATE, Social Security Administration (SSA), Transportation Security Administration (TSA), Transportation, Dept of (DOT), Veterans Affairs, Dept of (VA), White House Office

H.R. 3822, the ASSET Act H.R. 4003, the Work Without Worry Act H.R. 4143, the Know Your Social Security Act H.R. 4315, the FAIR COLA for Seniors Act H.R. 5050, the Social Security Improvement Act H.R. 5215, the Social Security Stabilization and Enhancement Act H.R. 5723/S. 3071, the Social Security 2100 - A Sacred Trust Act S. 1809, the ASSET Act S. 2065, the Supplemental Security Income Restoration Act of 2021 S. 2108, the Work Without Worry Act H.J. Res. 38, Disapproving the Rule Submitted by the Social Security Administration Relating to Hearings Held by Administrative Appeals Judges of the Appeals Council House Draft Legislation, the Stop the Wait Act

Client expense: $86,298 · Firm income: Not reported

Government targets: AMTRAK - Natl Railroad Passenger Corporation, Centers For Medicare and Medicaid Services (CMS), Education, Dept of, Federal Emergency Management Agency (FEMA), HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Institutes of Health (NIH), SENATE, Social Security Administration (SSA), Transportation Security Administration (TSA), Transportation, Dept of (DOT), U.S. Architectural & Transportation Barriers Compliance Board (ACCESS), Veterans Affairs, Dept of (VA), Veterans Employment & Training Service

Social Security Cost of Living Adjustment (COLA). Fair COLA (Cost of Living Adjustment) for Seniors Act (H.R. 4315): Proposal to adopt the Consumer Price Index for the Elderly (CPI-E) for the purpose of determining COLAs for Social Security beneficiaries. Social Security Expansion. Social Security 2100 Act: A Sacred Trust (H.R. 5723 and S. 3071): Proposals to improve benefits and to strengthen Social Security's financing by altering the payroll tax cap, among other changes. Social Security Expansion. Safeguarding American Families & Expanding Social Security Act of 2021 (S. 3070): Various provisions updating and modernizing Social Security benefits and extending solvency of the Social Security Trust Funds. Caregiver Social Security Credits. Social Security Caregiver Credits Act (H.R. 3632 and S. 1955): 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. The Social Security Fairness Act of 2021 (H.R. 82 and S. 1302) and the Public Servants Protection and Fairness Act of 2021(H.R. 2337): Proposals to repeal or modify the Government Pension Offset and Windfall Elimination Provision. Social Security Notch. (No bill): 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. Protecting Seniors from Garnishment. (No bill): Proposal to protect Social Security beneficiaries from having their Social Security benefits garnished to recover unpaid student loans. Social Security Disability Insurance Claim Adjudication. (H.J. Res. 38): Joint resolution nullifies the rule finalized by the Social Security Administration on November 16, 2020, that outlines when its administrative appeals judges may hold hearings and issue decisions on individual cases. Currently, these judges serve an appellate function where they review, at the request of Social Security claimants, the decisions of the administrative law judges who issue decisions in individual cases. Social Security Overpayments. (No bill): 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 Benefit Statements. Know your Social Security Act (H.R. 4143 and S. 2204): Legislation to implement section 1143 of the Social Security Act by clarifying the Social Security Administration is required to mail annual benefit statements to all workers over age 25. Supplemental Social Security (SSI) Program. Supplemental Social Security Income Restoration Act (H.R. 3824 and S. 2065): Legislation to strengthen and restore the Social Security Income (SSI) program. Retirement plan distribution: IRS Notice 2021-40 relating to Physical Presence Requirement for Spousal Consents.

Client expense: $260,000 · 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

Social Security Cost of Living Adjustment (COLA). Fair COLA (Cost of Living Adjustment) for Seniors Act (H.R. 4315): Proposal to adopt the Consumer Price Index for the Elderly (CPI-E) for the purpose of determining COLAs for Social Security beneficiaries. Social Security Expansion. Social Security 2100 Act: A Sacred Trust (H.R. 5723 and S. 3071): Proposals to improve benefits and to strengthen Social Security's financing by altering the payroll tax cap, among other changes. Social Security Expansion. Safeguarding American Families & Expanding Social Security Act of 2021 (S. 3070): Various provisions updating and modernizing Social Security benefits and extending solvency of the Social Security Trust Funds. Caregiver Social Security Credits. Social Security Caregiver Credits Act (H.R. 3632 and S. 1955): 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. The Social Security Fairness Act of 2021 (H.R. 82 and S. 1302) and the Public Servants Protection and Fairness Act of 2021(H.R. 2337): Proposals to repeal or modify the Government Pension Offset and Windfall Elimination Provision. Social Security Notch. (No bill): 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. Protecting Seniors from Garnishment. (No bill): Proposal to protect Social Security beneficiaries from having their Social Security benefits garnished to recover unpaid student loans. Social Security Disability Insurance Claim Adjudication. (H.J. Res. 38): Joint resolution nullifies the rule finalized by the Social Security Administration on November 16, 2020, that outlines when its administrative appeals judges may hold hearings and issue decisions on individual cases. Currently, these judges serve an appellate function where they review, at the request of Social Security claimants, the decisions of the administrative law judges who issue decisions in individual cases. Social Security Overpayments. (No bill): 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 Benefit Statements. Know your Social Security Act (H.R. 4143 and S. 2204): Legislation to implement section 1143 of the Social Security Act by clarifying the Social Security Administration is required to mail annual benefit statements to all workers over age 25. Supplemental Social Security (SSI) Program. Supplemental Social Security Income Restoration Act (H.R. 3824 and S. 2065): Legislation to strengthen and restore the Social Security Income (SSI) program. Retirement plan distribution: IRS Notice 2021-40 relating to Physical Presence Requirement for Spousal Consents.

Client expense: Not reported · Firm income: $25,000

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

Issues related to the Social Security disability application and appeals process (generally, no specific legislation) H.R 157 Guam Supplemental Security Income Equity Act (generally no specific provisions) H.R. 537 Supplemental Security Income Equality Act (generally no specific provisions) H.R. 3824 S. 2065 To amend title XVI of the Social Security Act to update eligibility for the supplemental security income program, and for other purposes (general no specific provisions) H.R. 4003 S. 2108 To amend title II of the Social Security Act to eliminate work disincentives for childhood disability beneficiaries (general no specific provisions) Inclusion of H.R. 3824 S. 2065 To amend XVI of the Social Security Act to update eligibility for the supplemental security income program and for other purposes in H.R. 5376 The Build Back Better Act H.R. 5723/ S.3971 The Social Security 2100 Act (generally no specific issues)

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

Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Office of Personnel Management (OPM), SENATE, Social Security Administration (SSA)

Americans with Disabilities Act, healthcare access, nondiscrimination for people with disabilities; Supplemental Security Income Restoration Act (H.R. 3824/ S. 2065); ABLE Age Adjustment Act (H.R. 1219/ S. 331)

Client expense: $35,000 · Firm income: Not reported

Government targets: Centers For Disease Control & Prevention (CDC), Centers For Medicare and Medicaid Services (CMS), Education, Dept of, Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Housing & Urban Development, Dept of (HUD), Labor, Dept of (DOL), Natl Institutes of Health (NIH), SENATE, Transportation, Dept of (DOT), White House Office

Inclusion of key provisions of S.2065 and H.R.3763,SSI Restoration Act in H.R.5376, Build Back Better Act.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Social Security Cost of Living Adjustment (COLA). Fair COLA (Cost of Living Adjustment) for Seniors Act (H.R. 4315): Proposal to adopt the Consumer Price Index for the Elderly (CPI-E) for the purpose of determining COLAs for Social Security beneficiaries. Social Security Expansion. Social Security 2100 Act: A Sacred Trust (No bill number): Proposals to improve benefits and to strengthen Social Security's financing by altering the payroll tax cap, among other changes. Caregiver Social Security Credits. Social Security Caregiver Credits Act (H.R. 3632 and S. 1955): 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. The Social Security Fairness Act of 2021 (H.R. 82 and S. 1302) and the Public Servants Protection and Fairness Act of 2021(H.R. 2337): Proposals to repeal or modify the Government Pension Offset and Windfall Elimination Provision. Social Security Notch. (No bill): 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 Supplemental Security Income (SSI) beneficiaries. 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 and the Social Security Administration made Social Security, SSI and Veterans beneficiaries automatically eligible to receive Economic Impact Payments as required by the American Rescue Plan Act (P.L. 117-2). Social Security Disability Insurance Claim Adjudication. (H.J. Res. 38): Joint resolution nullifies the rule finalized by the Social Security Administration on November 16, 2020, that outlines when its administrative appeals judges may hold hearings and issue decisions on individual cases. Currently, these judges serve an appellate function where they review, at the request of Social Security claimants, the decisions of the administrative law judges who issue decisions in individual cases. Social Security Overpayments. (No bill): 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 Benefit Statements. Know your Social Security Act (H.R. 4143 and S. 2204): Legislation to implement section 1143 of the Social Security Act by clarifying the Social Security Administration is required to mail annual benefit statements to all workers over age 25. Supplemental Social Security (SSI) Program. Supplemental Social Security Income Restoration Act (H.R. 3824 and S. 2065): Legislation to strengthen and restore the Social Security Income (SSI) program. Retirement plan distribution: IRS Notice 2021-40 relating to Physical Presence Requirement for Spousal Consents.

Client expense: Not reported · Firm income: $23,000

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

Department of Education proposed guidance on vocational rehabilitation agency referrals to state-use programs. HR 2373, the Transformation to Competitive Integrated Employment Act and S. 2065, the Supplemental Security Income Restoration Act of 2021.

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

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

Social Security Cost of Living Adjustment (COLA). Fair COLA (Cost of Living Adjustment) for Seniors Act (H.R. 4315): Proposal to adopt the Consumer Price Index for the Elderly (CPI-E) for the purpose of determining COLAs for Social Security beneficiaries. Social Security Expansion. Social Security 2100 Act: A Sacred Trust (No bill number): Proposals to improve benefits and to strengthen Social Security's financing by altering the payroll tax cap, among other changes. Caregiver Social Security Credits. Social Security Caregiver Credits Act (H.R. 3632 and S. 1955): 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. The Social Security Fairness Act of 2021 (H.R. 82 and S. 1302) and the Public Servants Protection and Fairness Act of 2021(H.R. 2337): Proposals to repeal or modify the Government Pension Offset and Windfall Elimination Provision. Social Security Notch. (No bill): 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 Supplemental Security Income (SSI) beneficiaries. 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 and the Social Security Administration made Social Security, SSI and Veterans beneficiaries automatically eligible to receive Economic Impact Payments as required by the American Rescue Plan Act (P.L. 117-2). Social Security Disability Insurance Claim Adjudication. (H.J. Res. 38): Joint resolution nullifies the rule finalized by the Social Security Administration on November 16, 2020, that outlines when its administrative appeals judges may hold hearings and issue decisions on individual cases. Currently, these judges serve an appellate function where they review, at the request of Social Security claimants, the decisions of the administrative law judges who issue decisions in individual cases. Social Security Overpayments. (No bill): 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 Benefit Statements. Know your Social Security Act (H.R. 4143 and S. 2204): Legislation to implement section 1143 of the Social Security Act by clarifying the Social Security Administration is required to mail annual benefit statements to all workers over age 25. Supplemental Social Security (SSI) Program. Supplemental Social Security Income Restoration Act (H.R. 3824 and S. 2065): Legislation to strengthen and restore the Social Security Income (SSI) program. Retirement plan distribution: IRS Notice 2021-40 relating to Physical Presence Requirement for Spousal Consents.

Client expense: $220,000 · 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. 3822, the ASSET Act H.R. 4003, the Work Without Worry Act H.R. 4143, the Know Your Social Security Act H.R. 4315, the FAIR COLA for Seniors Act H.R. 5050, the Social Security Improvement Act H.R. 5215, the Social Security Stabilization and Enhancement Act S. 1809, the ASSET Act S. 2065, the Supplemental Security Income Restoration Act of 2021 S. 2108, the Work Without Worry Act H.J. Res. 38, Disapproving the Rule Submitted by the Social Security Administration Relating to Hearings Held by Administrative Appeals Judges of the Appeals Council House Draft Legislation, the Stop the Wait Act House Draft Legislation, the Social Security 2100 - A Sacred Trust Act

Client expense: $81,112 · Firm income: Not reported

Government targets: AMTRAK - Natl Railroad Passenger Corporation, Centers For Medicare and Medicaid Services (CMS), Education, Dept of, Federal Emergency Management Agency (FEMA), HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Institutes of Health (NIH), SENATE, Social Security Administration (SSA), Transportation Security Administration (TSA), Transportation, Dept of (DOT), U.S. Architectural & Transportation Barriers Compliance Board (ACCESS), Veterans Affairs, Dept of (VA), Veterans Employment & Training Service

Issues related to the Social Security disability application and appeals process (generally, no specific legislation) H.R 157 Guam Supplemental Security Income Equity Act (generally no specific provisions) H.R. 537 Supplemental Security Income Equality Act (generally no specific provisions) H.R. 3824 S. 2065 To amend title XVI of the Social Security Act to update eligibility for the supplemental security income program, and for other purposes (general no specific provisions) H.R. 4003 S. 2108 To amend title II of the Social Security Act to eliminate work disincentives for childhood disability beneficiaries (general no specific provisions) Inclusion of H.R. 3824 S. 2065 To amend XVI of the Social Security Act to update eligibility for the supplemental security income program and for other purposes in H.R. 5376 The Build Back Better Act

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

Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Office of Personnel Management (OPM), SENATE, Social Security Administration (SSA)

H.R. 5376 Build Back Better Act. S. 1770/H.R. 2954, SECURE Act. S. 1295/H.R. 2575, the TRUST Act of 2021. H.R. 4143/S. 2204, the Know Your Social Security Act. No bill number. Discussed retirement plan portability. No bill number - Written statement for hearing entitled Policy Options for Improving SSI (Supplemental Security Income). H.R. 3914, Social Security Benefits Payment Choice Act of 2021. H.R. 4851, the Protecting Our Widows and Widowers in Retirement (POWR) Act. S. 2065/H.R. 3834, the Supplemental Security Income Restoration Act. No bill number - Discussed the reduction in unemployment benefits due to the receipt of Social Security benefits. No bill number - Discussed the Social Security earnings limit. No bill number/reconciliation? - Discussed the Social Security Administration administering and/or funding a federal paid leave program. No bill number. Discussed the 2021 Social Security Trustees report and the long-term financial security of the program. No bill number. Discussed the ocial Security cost-of-living adjustment. No bill number. Testified during hearing: Building on Bipartisan Retirement Legislation: How Can Congress Help. No bill number. Discussed retirement plan disclosures and notices. No bill number. Discussed private-sector retirement reform legislation, including establishment of a national automatic retirement system. No bill number. Discussed state-facilitated retirement savings programs for private-sector workers. No bill number. Discussed part-time worker, independent contractor, contingent worker, personal/individual and portable retirement plan issues. No bill number. Discussed fiduciary responsibility issues. No bill number. Discussed student loan and retirement saving issues. No bill number. Discussed retirement plan data collection, retention, dissemination and cybersecurity issues. No bill number. Discussed small employer and pooled retirement plan issues. No bill number. Discussed small retirement account cash-out issues. No bill number. Discussed Individual Retirement Account (IRA) and Required Minimum Distribution (RMD). No bill number. Discussed options to improve spend down of retirement savings after retirement. No bill number. Discussed Savers Tax Credit. No bill number. Discussed women and retirement security. S. 2446/H.R. 4678, the Womens Retirement Protection Act. S. 2452, Encouraging Americans to Save Act. H.R. 4502, Labor, Health & Human Services Appropriations Act, FY 2022. No bill number. Discussed auto-IRA. No bill number. Discussed Savers Credit.

Client expense: $2,980,000 · Firm income: Not reported

Government targets: Administration for Children & Families (ACF), Agriculture, Dept of (USDA), Centers For Disease Control & Prevention (CDC), Centers For Medicare and Medicaid Services (CMS), Consumer Financial Protection Bureau (CFPB), Corporation for Natl & Community Service, Defense, Dept of (DOD), Food & Drug Administration (FDA), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Institutes of Health (NIH), Office of Management & Budget (OMB), Office of Personnel Management (OPM), SENATE, Securities & Exchange Commission (SEC), Social Security Administration (SSA), Transportation, Dept of (DOT), Treasury, Dept of, Veterans Affairs, Dept of (VA), White House Office

H.R. 1219/S. 331, ABLE Age Adjustment Act, all provisions H.R. 3824/S. 2065, Supplemental Security Income Restoration Act of 2021, all provisions H.R. 4131/S. 2210, Better Care Better Jobs Act, all provisions H.R. 4160, Global Autism Act, all provisions H.R. 4350/S. 2792, National Defense Authorization Act for Fiscal Year 2022, provisions related to the Autism Care Demonstration program H.R. 4432, Department of Defense Appropriations Act, 2022, provisions related to congressionally directed medical research programs H.R. 4502, Labor, Health and Human Services, Education, Agriculture, Rural Development, Energy and Water Development, Financial Services and General Government, Interior, Environment, Military Construction, Veterans Affairs, Transportation, and Housing and Urban Development Appropriations Act, 2022, provisions related to funding autism research and services at the National Institutes of Health, Centers for Disease Control and Prevention, and the Health Resources and Services Administration A bill not yet introduced in the Senate making appropriation for Fiscal Year 2022 for the Departments of Labor, Health and Human Services, and Education, and related agencies, provisions related to funding autism research and services at the National Institutes of Health, Centers for Disease Control and Prevention, and the Health Resources and Services Administration H.R. 4505, Commerce, Justice, Science, and Related Agencies Appropriations Act, 2022, provisions related to Kevin and Avonte's Law H.R. 4672, ABLE Employment Flexibility Act, all provisions H.R. 5376, Build Back Better Act, provisions related to home and community-based services, caregiver workforce, and paid family and medical leave Implementation of Public Law No. 116-60, Autism Collaboration, Research, Education, and Support Act of 2019, all provisions Cures 2.0 Act, a bill not yet introduced to continue the acceleration of the discovery, development, and delivery of 21st century cures, provisions related to educational programs and training for caregivers, expanding access to genetic testing, establishment of additional inter-center institutes at the Food and Drug Administration, and establishment of an Advanced Research Projects Agency for Health (ARPA-H) A bill not yet introduced to reauthorize the Education Sciences Reform Act A bill not yet introduced to reauthorize the Workforce Innovation Opportunity Act A bill not yet introduced for improved autism services

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

Government targets: Centers For Disease Control & Prevention (CDC), Centers For Medicare and Medicaid Services (CMS), Defense, Dept of (DOD), Education, Dept of, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Indian Health Service, Labor, Dept of (DOL), Natl Institute of Mental Health (NIMH), SENATE, White House Office

S. 2065, Supplemental Security Income Restoration Act H.R.3824 - To amend title XVI of the Social Security Act to update eligibility for the supplemental security income program, and for other purposes.

Client expense: $66,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Social Security Cost of Living Adjustment (COLA). Fair COLA (Cost of Living Adjustment) for Seniors Act, H.R. 4315: Proposal to adopt the Consumer Price Index for the Elderly (CPI-E) for the purpose of determining COLAs for Social Security beneficiaries. Social Security Expansion. (No bill): Proposals to improve benefits and to strengthen Social Security's financing by altering the payroll tax cap, among other changes. Caregiver Social Security Credits. Social Security Caregiver Credits Act, H.R. 3632 and S. 1955: 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. 82 and S. 1302, and the Social Security Fairness Act of 2021 and H.R. 2337, the Public Servants Protection and Fairness Act of 2021: Proposals to repeal or modify the Government Pension Offset and Windfall Elimination Provision. Social Security Notch. (No bill): 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 Supplemental Security Income (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. Eligibility for Economic Impact Payment. (No bill): Ensuring the Treasury Department and the Social Security Administration made Social Security, SSI and Veterans beneficiaries automatically eligible to receive Economic Impact Payments as required by the American Rescue Plan Act (P.L. 117-2). Social Security Disability Insurance Claim Adjudication. H.J. Res. 38: Joint resolution nullifies the rule finalized by the Social Security Administration on November 16, 2020, that outlines when its administrative appeals judges may hold hearings and issue decisions on individual cases. Currently, these judges serve an appellate function where they review, at the request of Social Security claimants, the decisions of the administrative law judges who issue decisions in individual cases. Social Security Overpayments. (No bill): 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 Benefit Statements. Know your Social Security Act, H.R. 4143 and S. 2204: Legislation to implement section 1143 of the Social Security Act by clarifying the Social Security Administration is required to mail annual benefit statements to all workers over age 25. Supplemental Social Security (SSI) Program. Supplemental Social Security Income Restoration Act, H.R. 3824 and S. 2065: Legislation to strengthen and restore the Social Security Income (SSI) program.

Client expense: Not reported · Firm income: $18,060

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

Social Security Cost of Living Adjustment (COLA). Fair COLA (Cost of Living Adjustment) for Seniors Act, H.R. 4315: Proposal to adopt the Consumer Price Index for the Elderly (CPI-E) for the purpose of determining COLAs for Social Security beneficiaries. Social Security Expansion. (No bill): Proposals to improve benefits and to strengthen Social Security's financing by altering the payroll tax cap, among other changes. Caregiver Social Security Credits. Social Security Caregiver Credits Act, H.R. 3632 and S. 1955: 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. 82 and S. 1302, and the Social Security Fairness Act of 2021 and H.R. 2337, the Public Servants Protection and Fairness Act of 2021: Proposals to repeal or modify the Government Pension Offset and Windfall Elimination Provision. Social Security Notch. (No bill): 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 Supplemental Security Income (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. Eligibility for Economic Impact Payment. (No bill): Ensuring the Treasury Department and the Social Security Administration made Social Security, SSI and Veterans beneficiaries automatically eligible to receive Economic Impact Payments as required by the American Rescue Plan Act (P.L. 117-2). Social Security Disability Insurance Claim Adjudication. H.J. Res. 38: Joint resolution nullifies the rule finalized by the Social Security Administration on November 16, 2020, that outlines when its administrative appeals judges may hold hearings and issue decisions on individual cases. Currently, these judges serve an appellate function where they review, at the request of Social Security claimants, the decisions of the administrative law judges who issue decisions in individual cases. Social Security Overpayments. (No bill): 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 Benefit Statements. Know your Social Security Act, H.R. 4143 and S. 2204: Legislation to implement section 1143 of the Social Security Act by clarifying the Social Security Administration is required to mail annual benefit statements to all workers over age 25. Supplemental Social Security (SSI) Program. Supplemental Social Security Income Restoration Act, H.R. 3824 and S. 2065: Legislation to strengthen and restore the Social Security Income (SSI) program.

Client expense: $210,000 · 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. 3822, the ASSET Act H.R. 4003, the Work Without Worry Act H.R. 4143, the Know Your Social Security Act H.R. 4315, the FAIR COLA for Seniors Act S. 1809, the ASSET Act S. 2065, the Supplemental Security Income Restoration Act of 2021 S. 2108, the Work Without Worry Act H.J. Res. 38, Disapproving the Rule Submitted by the Social Security Administration Relating to Hearings Held by Administrative Appeals Judges of the Appeals Council House Draft Legislation, the Stop the Wait Act House Draft Legislation, the Social Security 2100 Act

Client expense: $80,580 · Firm income: Not reported

Government targets: AMTRAK - Natl Railroad Passenger Corporation, Centers For Medicare and Medicaid Services (CMS), Education, Dept of, Federal Emergency Management Agency (FEMA), HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Institutes of Health (NIH), SENATE, Social Security Administration (SSA), Transportation Security Administration (TSA), Transportation, Dept of (DOT), U.S. Architectural & Transportation Barriers Compliance Board (ACCESS), Veterans Affairs, Dept of (VA), Veterans Employment & Training Service