SSI Savings Penalty Elimination Act

S. 331 - ABLE Age Adjustment Act, entire legislation S. 4102 - SSI Savings Penalty Elimination Act, entire legislation H.R. 2954 - Securing a Strong Retirement Act of 2021 (SECURE 2.0) - monitor for inclusion of provisions from S. 331 and S. 4102 P.L. 117-328, Consolidated Appropriations Act, FY 2023 - monitor for inclusion of provisions from SECURE 2.0

Client expense: Not reported · Firm income: Not reported

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: $20,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

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) and inclusion in the Consolidated Appropriations Act of 2023 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. 1364, Parity Enforcement Act of 2021, all provisions H.R. 2617, Consolidated Appropriations Act, 2023, provisions related to funding autism research and services at the National Institutes of Health, Centers for Disease Control and Prevention, Health Resources and Services Administration; assistive technology programs and special education at the Department of Education; the congressionally directed medical research autism research program; and the Missing Americans Alert Program, as amended by Kevin and Avontes Law; provision related to modification of the age requirement for qualified ABLE programs; provisions related to mental health and substance abuse disorder parity implementation; provision related to bans of devices for one or more intended uses H.R. 6075, HEADs UP Act of 2021, all provisions H.R. 6783/S.4198, Autism Family Caregivers Act of 2022, all provisions H.R. 7233, KIDS CARE Act, provisions related to receiving health care services in school and through telehealth, and ensuring children receive timely access to care H.R. 7254, Mental Health Justice and Parity Act of 2022, all provisions H.R. 7666, Restoring Hope for Mental Health and Well-Being Act of 2022, all provisions H.R. 7667, Food and Drug Amendments of 2022, provision related to bans of devices for one or more intended uses H.R. 7900, National Defense Authorization Act for Fiscal Year 2023, provision related to Department of Defense Autism Care Demonstration program H.R. 8236, Department of Defense Appropriations Act, 2023, provision related to congressionally directed medical research autism research program H.R. 8256, Commerce, Justice, Science, and Related Agencies Appropriations Act, 2023, provision related to funding under Kevin and Avonte's Law H.R. 8282, Department of State, Foreign Operations, and Related Programs Appropriations Act, 2023, provisions related to autism-related programs funded by USAID H.R. 8295, Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act, 2023, provisions related to funding autism research and services at the National Institutes of Health, Centers for Disease Control and Prevention, Health Resources and Services Administration, and assistive technology programs and special education at the Department of Education H.R. 8907, Kevin and Avonte's Law Reauthorization Act of 2022, all provisions S.331, ABLE Age Adjustment Act, all provisions S.4102, SSI Savings Penalty Elimination Act, all provisions S.4170, Mental Health Reform Reauthorization Act of 2022, all provisions S.4348, Food and Drug Administration Safety and Landmark Advancements Act of 2022, provision related to banned devices S.4543, James M. Inhofe National Defense Authorization Act for Fiscal Year 2023, provision related to Department of Defense Autism Care Demonstration program S.4808, Enhancing American Retirement Now Act, provision related to modification of age requirement for qualified ABLE programs S.4885, Kevin and Avonte's Law Reauthorization Act of 2022, all provisions Implementation of P.L. 117-81, National Defense Authorization Act for Fiscal Year 2022, provisions related to Autism Care Demonstration program A bill not introduced related to Fiscal Year 2023 appropriations by the Senate, provisions related to funding autism research and services at the National Institutes of Health, Centers for Disease Control and Prevention, Health Resources and Services Administration; assistive technology programs and special education at the Department of Education; and the congressionally directed medical research autism research program A bill not yet introduced related to transition planning for autistic individuals Advocacy with the Department of Education related to improving transition services for autistic students Advocacy with the Department of Labor related to increased employment opportunities for autistic individuals

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

Government targets: Centers For Disease Control & Prevention (CDC), Education, Dept of, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), Natl Institute of Mental Health (NIMH), Natl Institutes of Health (NIH), SENATE, U.S. Agency for International Development (USAID)

SSI Savings Penalty Elimination Act (S 4102) (support)

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

Government targets: SENATE

Social Security disability determination process. S 2108, HR 4003, HR 5723, S 3071, S 4102

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

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

ISSUE Investment Advice Standard of Conduct HR 699, Mutual Fund Litigation Reform Act - amend the Investment Company Act of 1940 to provide complaint and burden of proof requirements for certain actions for breach of fiduciary duty HR 725/S 153, Personalized Care Act - amend the Internal Revenue Code of 1986 to expand and improve health savings accounts, and for other purposes. HR 984, Retirement Inflation Protection Act - allows the basis of certain assets to be adjusted for inflation solely for the purpose of determining the gain or loss. S 380, Health Savings Act - modifies the requirements for health savings accounts (HSAs). HR 1584, Protecting Retirement Savers and Everyday Investors Act - impose a limitation on taxation and fees on transactions by certain securities industry participants. HR 1618/S 606, RESPOND Act - require the FRB and SEC to issue an annual report on the economic costs caused by the impacts of climate change, to require the Federal Retirement Thrift Investment Board to establish a Federal Advisory Panel on the Economics of Climate Change. S 1443Retirement Parity for Student Loans Act -- allows certain employer-sponsored retirement plans to make matching contributions for an employee's student loan payments HR 2951 To direct the Secretary of the Treasury to modify Treasury Regulations relating to insurance-dedicated exchange-traded funds - enables ETFs as investment option in variable insurance products HR 2944 Reducing the Maximum Service Requirement for Long-term Part-time Workers to Make Elective Deferrals to 401(k) Plans Act -- to reduce the retirement plan period of service requirements for long-term, part-time employees. S 1703Improving Access to Retirement Savings Act of 2021 -- to increase retirement savings, to improve retirement plan administration, and for other purposes. S 1770Retirement Security & Savings Act -- to increase retirement savings, to improve retirement plan administration, and for other purposes. HR 3387/S 1762 Financial Factors in Selecting Retirement Plan Investment Act -- to permit retirement plans to consider certain factors in investment decisions. S 1272SIMPLE Plan Modernization Act -- increases the contribution limits for certain SIMPLE IRAs and modifies the requirements for replacing SIMPLE IRAs with 401(k) plans. HR 2741 Public Service Retirement Fairness Act -- To modify rules relating to 403(b) plans. HR 4262 Increasing Investor Opportunities Act - To amend the Investment Company Act of 1940 to prohibit limitations on closed-end companies investing in private funds S 2206Young American Savers Act of 2021 - directs the Department of the Treasury to establish as a permanent program the Federal Child Savings Account Program HR 4289 Well-Being Insurance for Seniors to be at Home (WISH) Act - to provide for long-term care insurance benefits HR 2913/S 2452 Encouraging Americans to Save Act - to provide matching payments for retirement savings and establish MyRA HR 4678/S 2446 Womens Retirement Protection Act of 2021 - to provide for greater spousal protection under defined contribution plans HR 5334/S 2870 Portable Retirement and Investment Account (PRIA) Act of 2021 - to establish portable retirement accounts S 2602,Retirement Security Flexibility Act of 2021 - modifies the nondiscrimination requirements that apply to certain employer-sponsored 401(k) retirement plans that include automatic contribution arrangements HR 2265, Financial Exploitation Prevention Act - allows for the delay of the redemption of a security issued by an open-end investment management company if the company or transfer agent reasonably believes the redemption involves the financial exploitation HR 5723, Social Security 2100 Act: A Sacred Trust - protect our Social Security system and improve benefits for current and future generations HR 4865/S 3198, Registration for Index Linked Annuities (RILA) Act - direct SEC to revise any rules necessary to enable issuers of index-linked annuities to register on a form tailored specifically to registered index-linked annuities S 2583 Disaster Retirement Savings Act - amend the Internal Revenue Code of 1986 to provide for rules for the use of retirement funds in connection with federally declared disasters. S 2601Strengthening Financial Security Through Short-Term Savings Accounts Act of 2021 -- allows employers to enroll employees in short-term savings accounts that are funded using automatic contributions deducted from participating employees' wages. HR 6746 Lifetime Income for Employees Act -- allows fiduciaries of pension plans to make default investment arrangements in annuity contracts HR 6782/S 3712 Auto Reenroll Act of 2022 -- allows sponsors of automatic contribution arrangements to reenroll their employees HR 5877/S 3746 Pension Risk Transfer Accountability Act of 2021 -- requires the Department of Labor to review pension risk transfer standards HR 6912 Pooled Employer Plan (PEP) Fix Act -- to require that named fiduciaries collect contributions to pooled employer plans HR 7107/S 2415 Long-Term Care Affordability Act -- allows the use of tax-exempt retirement plan distributions to pay for long-term health care insurance HR 7146/S 1870 Enhancing Emergency and Retirement Savings Act of 2022 -- permits penalty-free distributions, up to $1,000, from tax-exempt retirement plans for emergency personal expenses, limited to one distribution in a calendar year HR 2954 Securing a Strong Retirement of 2022 -- makes various changes with respect to employer-sponsored retirement plans, including providing for the automatic enrollment of employees in certain plans and increasing the age at which participants are required to begin receiving mandatory distributions. HR 7310, Protecting America's Retirement Security Act -- To protect Americas retirement security S 3955, Starter-K Act of 2022 -- allows employers who do not provide a retirement plan to establish a starter 401(k) deferral-only arrangement for plan years beginning after 2022 HR 7284, Informed Savers Act -- requires the Department of Labor to review the fee disclosure requirements associated with the administration of defined contribution retirement plans S 4086,Increasing Small Business Retirement Choices Act -- amend the Employee Retirement Income Security Act of 1974 to better enable plan sponsors to implement beneficial plan features S 4087, Information Needed for Financial Options Risk Mitigation (INFORM) Act -- require pension plans that offer participants and beneficiaries the option of receiving lifetime annuity payments as lump sum payments, to meet certain notice and disclosure requirements S 4103, Helping Parents Save for College Act of 2022 -- allows a retirement savings tax credit for contributions to any qualified tuition program (e.g., a 529 qualified tuition plan). It also permits a rollover of unused contributions to a ROTH IRA savings account S 4147, Financial Freedom Act -- prohibit the Secretary of Labor from constraining the range or type of investments that may be offered in individual retirement accounts S 4154, Simplifying Small Business Retirement Savings Act -- provide better access to retirement plans through small businesses S 4153, Incentivizing Small Business Retirement Savings Act -- allows eligible small employers an additional pension plan startup cost tax credit HR 7740/S 4219, Employee and Retiree Access to Justice Act - limit mandatory arbitration agreements under ERISA ISSUE, Davis-Bacon Benefits Proposed Rule DOL S 4241, INDEX Act -- to require investment advisers for passively managed funds to arrange for pass-through voting of proxies HR 7594/S 4097, Too Narrow to Succeed Act - instruct DOL to conduct a survey of best practices for increasing the diversity of the asset management firms that invest American workers retirement plan funds S 4310, Emergency Savings Act of 2022 -- allow employers to offer pension-linked emergency savings accounts for financial emergencies S 4353, RISE and SHINE Act -- amend the Employee Retirement Income Security Act of 1974 and the Internal Revenue Code of 1986 to improve retirement plan provisions S 4361, Savvy Savers Act -- require reports to Congress on reporting and disclosure requirements related to retirement plans S 4102 SSI Savings Penalty Elimination Act - increases resource limits used to determine eligibility for the Supplemental Security Income (SSI) program HR 8521/S 4241 INDEX Act - guidelines for passively managed funds (e.g., index funds) that vote shares on behalf of fund investors in proxy shareholder votes S 4613 Maximize Americans Retirement Security Act - clarify the fiduciary duty of plan administrators to select and maintain investments based solely on pecuniary factors HR 8579 Retirement Protection Act of 2022 - increase retirement savings, simplify and clarify retirement plan rules S 4808 EARN Act - to reform retirement provisions S 4973 Retirement Savings Modernization Act - amend the Employee Retirement Income Security Act of 1974 to clarify the fiduciary duties regarding asset classes. HR 9252/ S 4406 Advancing Auto Portability Act - allows employees to transfer their retirement account upon terminating their employment to a similar account with a new employer. HR 9462/S 5271 Retirement Savings for Americans Act - establish the American Worker Retirement Plan HR 2617 Consolidated Appropriations Act, 2023 - to fund the government for through FY23, includes various retirement security provisions

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 2617 Consolidated Appropriations Act 2023. H.R. 2954 the Securing a Strong Retirement Act (SECURE 2.0). S. 4808, Enhancing American Retirement Now Act. S.4353, RISE & SHINE Act. No bill number. Discussed regulation best interest. No bill number. Discussed fiduciary rule. S. 4102, SSI Savings Penalty Elimination Act. No bill number. Discussed customer service issues at the Social Security Administration. No bill number. Discussed enhanced Earned Income Tax Credit. No bill number. Discussed long term solvency of Social Security program. H.R. 82, Social Security Fairness Act of 2021. H.R. 5834, Equal Treatment of Public Servants Act of 2021. H.R.8295/S. 4659 Labor, Health & Human Services Appropriations Act, FY 2023. S. 1295, TRUST Act of 2021. No bill number. Discussed referrals of Supplemental Security Income individuals for Supplemental Nutrition Assistance Program benefits. No bill number. Discussed accessibility of federal government information and resources for those with disabilities. No bill number. Discussed the Social Security disability backlog. No bill number. Discussed increased funding for the Social Security Administration to improve customer service.

Client expense: $4,180,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Social Security Administration (SSA)

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

1. Proposed improvements to Supplemental Security Income benefits 2. S. 4102, SSI Savings Penalty Elimination Act, entire bill

Client expense: $70,000 · 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. 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

FY23 Labor, Health and Human Services, and Education Appropriations Bill: Pediatric Subspecialty Loan Repayment Program, Firearm Injury and Mortality Prevention Research, Pediatric Mental Health Care Access Program, Emergency Medical Services for Children, National Center for Birth Defects and Developmental Disabilities, Global Immunization, Sudden Unexpected Infant Death and Sudden Death in Childhood, Vaccine Injury Compensation Program, VACCINES Act, Antimicrobial Resistance, Maternal and Child Health, School Based Health Centers Child passenger safety (H.R. 5736) Appropriations for the Indian Health Service Maternal, Infant, and Early Childhood Home Visiting Program (including Jackie Walorski MIECHV Reauthorization Act of 2022 (H.R. 8876)) Infant sleep product safety (S. 1259, H.R. 3182) Lead exposure prevention Food safety Paid family and medical leave Climate Change Reduction Act Button battery ingestions (H.R. 5313, S. 3278) Early Childhood education Child product safety and injury prevention Furniture tip-overs (S. 441, H.R. 1314) Child Abuse Prevention and Treatment Act reauthorization, CAPTA Reauthorization Act of 2021 CAPTA Plans of safe care grants Family First Prevention Services Act implementation Issues related to the COVID-19 pandemic and providing supports for the child welfare community CAPTA Fatalities Prevention and Response Title IV-B Reauthorization Ensuring Medicaid continuity for Children in Foster Care Act (S. 2689/H.R. 5414) Congregate care reform Mental health supports for foster youth/former foster youth Indian Child Welfare Act & Title IV-B (H.R. 8954) Regulation of high-powered magnet sets Vehicle emissions standards Access to genetic sequencing 12-Month Continuous Eligibility for Children in Medicaid/CHIP Easy Enrollment in Health Care Act of 2021 Provider Relief Fund Reporting Requirements Accelerating Kids Access to Care Act (H.R. 3089/S. 1544) Connect for Health Act of 2021 Medicaid Payment Parity Standards in CBP Custody Standards in ICE Family Detention Standards in ORR Custody Licensure of ORR Shelters Emergency Intake Sites Public Charge Child Nutrition Reauthorization/WIC SNAP Mental Health for Children H.R. 6, DREAM Act Family Separation and Detention Medical Nutrition Equity Act Lift the Bar Act Donor Human Milk CARE for Families Act HR 3107 WIC Act Keep Families Together Act Breastfeeding Peer Counseling Program Public Health Preparedness and Response Research for Pregnant and Lactating Women Funding for Pediatric Device Consortia Funding for Emergency Medical Services for Children Program Funding for HRSA Pediatric Mental Health Care Access Program PUMP Act DEMAND Act Dietary Guidelines Child Poverty Coronavirus Response Legislation Asylum Child Poverty Reduction Act Suicide Prevention Child Nutrition Waivers Universal School Meals Equality Act Mental Health Services for Students Act Youth Mental Health and Suicide Prevention Act Child Tax Credit Comprehensive Mental Health in Schools Pilot Program Supporting Childrens Mental Health Care Access Act Protect Infants from Formula Shortages Act Infant Formula Shortage White House Conference on Hunger, Nutrition, and Health Restoring Hope for Mental Health and Well-Being Act Mental Health Reform Reauthorization Act Safety of Pediatricians and Childrens Hospitals Gender Affirming Care FY23 Labor, Health and Human Services, and Education Appropriations Bill: Pediatric Subspecialty Loan Repayment Program, Firearm Injury and Mortality Prevention Research, Pediatric Mental Health Care Access Program, Emergency Medical Services for Children, National Center for Birth Defects and Developmental Disabilities, Global Immunization, Sudden Unexpected Infant Death and Sudden Death in Childhood, Vaccine Injury Compensation Program, VACCINES Act, Antimicrobial Resistance, Maternal and Child Health, School Based Health Centers COVID-19 Supplemental Appropriations H.R.482 / S.350 - Newborn Screening Saves Lives Reauthorization Act H.R.5551 - Improving the Health of Children Act H.R.2347 / S.2691 - Strengthening the Vaccines for Children Program Act of 2021 Childrens Literacy Initiative on Military Bases (CLIMB) Act of 2022 - H.R. 8208 Advancing FASD Research, Services and Prevention Act - S. 2238 / H.R. 4151 Banning Electronic Stimulation Devices - FDA User Fee Bills (H.R. 7667/S. 4348) Defense Health Agency - Autism Care Demonstration SSI Savings Penalty Elimination Act (S. 4102) FY23 National Defense Authorization Act and Halting Reductions to Military Medical Personnel Kids Online Safety Act (S. 3663) Children and Teens Online Privacy Protection Act (S. 1628) Pediatric Subspecialty Loan Repayment Program Implementation Eunice Kennedy Shriver National Institute of Child Health and Human Development FY 2023 Funding Census Bureau FY 2023 Funding Accelerating Kids Access to Care Act (H.R. 3089/S. 1544) Conrad State 30 and Physician Access Reauthorization Act (H.R. 3541/S. 1810) Clinical Trial Coverage Act (H.R. 8546) American Data Privacy and Protection Act (H.R. 8152) Department of Health and Human Services Office of Adolescent Health Fiscal Year (FY) 2023 Funding Medical Marijuana and Cannabidiol Research Expansion Act (H.R. 8454) Mainstreaming Addiction Treatment Act (H.R. 1384/S. 445) E-Cigarette and Tobacco Product Regulation (FDA) FY 2024 Funding for Adolescent Sexual and Reproductive Health Programs (White House Office of Management and Budget) Strengthening Efforts to End Violence Against Children Act International Children with Disabilities Protection Act Reach Every Mother and Child Act Appropriations - global child and youth-focused global health subaccounts at USAID (Vulnerable Children, Maternal and Child Health, Nutrition) Global Child Thrive Act Implementation

Client expense: $290,000 · 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 Product Safety Commission (CPSC), Defense, Dept of (DOD), Environmental Protection Agency (EPA), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Homeland Security, Dept of (DHS), Indian Health Service, Natl Highway Traffic Safety Administration (NHTSA), Natl Institutes of Health (NIH), Office of Science & Technology Policy (OSTP), SENATE, U.S. Agency for International Development (USAID), U.S. Customs & Border Protection, U.S. Immigration & Customs Enforcement (ICE), White House Office

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

SSI Savings Penalty Elimination Act (S 4102) (support)

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

Government targets: SENATE

Social Security disability determination process. S 2108, HR 4003, HR 5723, S 3071, S 4102

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

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

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

S. 331 - ABLE Age Adjustment Act, entire legislation S. 4102 - SSI Savings Penalty Elimination Act, entire legislation H.R. 2954 - Securing a Strong Retirement Act of 2021 (SECURE 2.0) - monitor for inclusion of provisions from S. 331 and S. 4102

Client expense: Not reported · Firm income: Not reported

1. Proposed improvements to Supplemental Security Income benefits 2. S. 4102, SSI Savings Penalty Elimination Act, entire bill

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 1364, Parity Enforcement Act of 2021, all provisions H.R. 6075, HEADs UP Act of 2021, all provisions H.R. 6783/S.4198, Autism Family Caregivers Act of 2022, all provisions H.R. 7233, KIDS CARE Act, provisions related to receiving health care services in school and through telehealth, and ensuring children receive timely access to care H.R. 7254, Mental Health Justice and Parity Act of 2022, all provisions H.R. 7666, Restoring Hope for Mental Health and Well-Being Act of 2022, all provisions H.R. 7667, Food and Drug Amendments of 2022, provision related to bans of devices for one or more intended uses H.R. 7900, National Defense Authorization Act for Fiscal Year 2023, provision related to Department of Defense Autism Care Demonstration program H.R. 8236, Department of Defense Appropriations Act, 2023, provision related to congressionally directed medical research autism research program H.R. 8256, Commerce, Justice, Science, and Related Agencies Appropriations Act, 2023, provision related to funding under Kevin and Avonte's Law H.R. 8282, Department of State, Foreign Operations, and Related Programs Appropriations Act, 2023, provisions related to autism-related programs funded by USAID H.R. 8295, Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act, 2023, provisions related to funding autism research and services at the National Institutes of Health, Centers for Disease Control and Prevention, Health Resources and Services Administration, and assistive technology programs and special education at the Department of Education H.R. 8907, Kevin and Avonte's Law Reauthorization Act of 2022, all provisions S.331, ABLE Age Adjustment Act, all provisions S.4102, SSI Savings Penalty Elimination Act, all provisions S.4170, Mental Health Reform Reauthorization Act of 2022, all provisions S.4348, Food and Drug Administration Safety and Landmark Advancements Act of 2022, provision related to banned devices S.4543, James M. Inhofe National Defense Authorization Act for Fiscal Year 2023, provision related to Department of Defense Autism Care Demonstration program S.4808, Enhancing American Retirement Now Act, provision related to modification of age requirement for qualified ABLE programs S.4885, Kevin and Avonte's Law Reauthorization Act of 2022, all provisions H.Res. 1282, Expressing support for July to be designated as Disability Pride Month,"all provisions Implementation of P.L. 117-81, National Defense Authorization Act for Fiscal Year 2022, provisions related to Autism Care Demonstration program A bill not yet introduced related to Fiscal Year 2023 appropriations by the Senate, provisions related to funding autism research and services at the National Institutes of Health, Centers for Disease Control and Prevention, Health Resources and Services Administration; assistive technology programs and special education at the Department of Education; and the congressionally directed medical research autism research program A bill not yet introduced related to transition planning for autistic individuals A bill not yet introduced related to improved access to augmentative and alternative communication devices Advocacy with the Department of Education related to improving transition services for autistic students Advocacy with the Department of Housing and Urban Development related to affordable housing for individual with disabilities Advocacy with the Department of Labor related to competitive integrated employment

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

Government targets: Centers For Disease Control & Prevention (CDC), Education, Dept of, Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Natl Institute of Mental Health (NIMH), SENATE, U.S. Agency for International Development (USAID)

S. 4102, SSI Savings Penalty Elimination Act. H.R. 5723, Social Security 2100: A Sacred Trust. No bill number. Discussed Social Security retirement earnings test. H.R. 82, Social Security Fairness Act of 2021. H.R. 2337, Public Servants Protection and Fairness Act of 2021. H.R. 5834, Equal Treatment of Public Servants Act of 2021. No bill number. Discussed private retirement and Social Security enhancements. No bill number. Discussed temporary increases in Social Security benefits in response to inflation. No bill number. Discussed customer service issues at the Social Security Administration. H.R. 6590, Senior Citizens Tax Elimination Act. S. 3684 / H.R. 7274, Improving Social Securitys Service to Victims of Identity Theft Act. S. 1295 / H.R. 2575, TRUST Act of 2021. H.R. 4143 / S. 2204, Know Your Social Security Act. No bill number, Discussed long term solvency of Social Security program. No bill number. Discussed the Secure 2.0 retirement package. S. 4808, the Enhancing American Retirement Now (EARN) Act of 2022. S. 4353, the Retirement Improvement and Savings Enhancement to Supplement Healthy Investments for the Nest Egg Act of 2022 H.R. 2954, the Securing a Strong Retirement Act of 2022. H.R. 8295 Labor, Health & Human Services Appropriations Act, FY 2023. H.R.6833 Making continuing appropriations, FY 2023. No bill number. Discussed disability policies, SSI, retirement accounts, and long-term care. No bill number. Discussed suspension of required minimum distribution for 2022. H.R. 6929, Susan Muffley Act H.R. 6590, Senior Citizens Tax Elimination Act. No bill number. Discussed Enhanced Earned Income Tax Credit.

Client expense: $4,790,000 · Firm income: Not reported

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

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)

ISSUE Investment Advice Standard of Conduct HR 699, Mutual Fund Litigation Reform Act - amend the Investment Company Act of 1940 to provide complaint and burden of proof requirements for certain actions for breach of fiduciary duty HR 725/S 153, Personalized Care Act - amend the Internal Revenue Code of 1986 to expand and improve health savings accounts, and for other purposes. HR 984, Retirement Inflation Protection Act - allows the basis of certain assets to be adjusted for inflation solely for the purpose of determining the gain or loss. S 380, Health Savings Act - modifies the requirements for health savings accounts (HSAs). HR 1584, Protecting Retirement Savers and Everyday Investors Act - impose a limitation on taxation and fees on transactions by certain securities industry participants. HR 1618/S 606, RESPOND Act - require the FRB and SEC to issue an annual report on the economic costs caused by the impacts of climate change, to require the Federal Retirement Thrift Investment Board to establish a Federal Advisory Panel on the Economics of Climate Change. S 1443Retirement Parity for Student Loans Act -- allows certain employer-sponsored retirement plans to make matching contributions for an employee's student loan payments HR 2951 To direct the Secretary of the Treasury to modify Treasury Regulations relating to insurance-dedicated exchange-traded funds - enables ETFs as investment option in variable insurance products HR 2944 Reducing the Maximum Service Requirement for Long-term Part-time Workers to Make Elective Deferrals to 401(k) Plans Act -- to reduce the retirement plan period of service requirements for long-term, part-time employees. S 1703Improving Access to Retirement Savings Act of 2021 -- to increase retirement savings, to improve retirement plan administration, and for other purposes. S 1770Retirement Security & Savings Act -- to increase retirement savings, to improve retirement plan administration, and for other purposes. HR 3387/S 1762 Financial Factors in Selecting Retirement Plan Investment Act -- to permit retirement plans to consider certain factors in investment decisions. S 1272SIMPLE Plan Modernization Act -- increases the contribution limits for certain SIMPLE IRAs and modifies the requirements for replacing SIMPLE IRAs with 401(k) plans. HR 2741 Public Service Retirement Fairness Act -- To modify rules relating to 403(b) plans. HR 4262 Increasing Investor Opportunities Act - To amend the Investment Company Act of 1940 to prohibit limitations on closed-end companies investing in private funds S 2206Young American Savers Act of 2021 - directs the Department of the Treasury to establish as a permanent program the Federal Child Savings Account Program HR 4289 Well-Being Insurance for Seniors to be at Home (WISH) Act - to provide for long-term care insurance benefits HR 2913/S 2452 Encouraging Americans to Save Act - to provide matching payments for retirement savings and establish MyRA HR 4678/S 2446 Womens Retirement Protection Act of 2021 - to provide for greater spousal protection under defined contribution plans HR 5334/S 2870 Portable Retirement and Investment Account (PRIA) Act of 2021 - to establish portable retirement accounts S 2602,Retirement Security Flexibility Act of 2021 - modifies the nondiscrimination requirements that apply to certain employer-sponsored 401(k) retirement plans that include automatic contribution arrangements HR 2265, Financial Exploitation Prevention Act - allows for the delay of the redemption of a security issued by an open-end investment management company if the company or transfer agent reasonably believes the redemption involves the financial exploitation HR 5723, Social Security 2100 Act: A Sacred Trust - protect our Social Security system and improve benefits for current and future generations HR 4865/S 3198, Registration for Index Linked Annuities (RILA) Act - direct SEC to revise any rules necessary to enable issuers of index-linked annuities to register on a form tailored specifically to registered index-linked annuities S 2583 Disaster Retirement Savings Act - amend the Internal Revenue Code of 1986 to provide for rules for the use of retirement funds in connection with federally declared disasters. S 2601Strengthening Financial Security Through Short-Term Savings Accounts Act of 2021 -- allows employers to enroll employees in short-term savings accounts that are funded using automatic contributions deducted from participating employees' wages. HR 6746 Lifetime Income for Employees Act -- allows fiduciaries of pension plans to make default investment arrangements in annuity contracts HR 6782/S 3712 Auto Reenroll Act of 2022 -- allows sponsors of automatic contribution arrangements to reenroll their employees HR 5877/S 3746 Pension Risk Transfer Accountability Act of 2021 -- requires the Department of Labor to review pension risk transfer standards HR 6912 Pooled Employer Plan (PEP) Fix Act -- to require that named fiduciaries collect contributions to pooled employer plans HR 7107/S 2415 Long-Term Care Affordability Act -- allows the use of tax-exempt retirement plan distributions to pay for long-term health care insurance HR 7146/S 1870 Enhancing Emergency and Retirement Savings Act of 2022 -- permits penalty-free distributions, up to $1,000, from tax-exempt retirement plans for emergency personal expenses, limited to one distribution in a calendar year HR 2954 Securing a Strong Retirement of 2022 -- makes various changes with respect to employer-sponsored retirement plans, including providing for the automatic enrollment of employees in certain plans and increasing the age at which participants are required to begin receiving mandatory distributions. HR 7310, Protecting America's Retirement Security Act -- To protect Americas retirement security S 3955, Starter-K Act of 2022 -- allows employers who do not provide a retirement plan to establish a starter 401(k) deferral-only arrangement for plan years beginning after 2022 HR 7284, Informed Savers Act -- requires the Department of Labor to review the fee disclosure requirements associated with the administration of defined contribution retirement plans S 4086,Increasing Small Business Retirement Choices Act -- amend the Employee Retirement Income Security Act of 1974 to better enable plan sponsors to implement beneficial plan features S 4087, Information Needed for Financial Options Risk Mitigation (INFORM) Act -- require pension plans that offer participants and beneficiaries the option of receiving lifetime annuity payments as lump sum payments, to meet certain notice and disclosure requirements S 4103, Helping Parents Save for College Act of 2022 -- allows a retirement savings tax credit for contributions to any qualified tuition program (e.g., a 529 qualified tuition plan). It also permits a rollover of unused contributions to a ROTH IRA savings account S 4147, Financial Freedom Act -- prohibit the Secretary of Labor from constraining the range or type of investments that may be offered in individual retirement accounts S 4154, Simplifying Small Business Retirement Savings Act -- provide better access to retirement plans through small businesses S 4153, Incentivizing Small Business Retirement Savings Act -- allows eligible small employers an additional pension plan startup cost tax credit HR 7740/S 4219, Employee and Retiree Access to Justice Act - limit mandatory arbitration agreements under ERISA ISSUE, Davis-Bacon Benefits Proposed Rule DOL S 4241, INDEX Act -- to require investment advisers for passively managed funds to arrange for pass-through voting of proxies HR 7594/S 4097, Too Narrow to Succeed Act - instruct DOL to conduct a survey of best practices for increasing the diversity of the asset management firms that invest American workers retirement plan funds S 4310, Emergency Savings Act of 2022 -- allow employers to offer pension-linked emergency savings accounts for financial emergencies S 4353, RISE and SHINE Act -- amend the Employee Retirement Income Security Act of 1974 and the Internal Revenue Code of 1986 to improve retirement plan provisions S 4361, Savvy Savers Act -- require reports to Congress on reporting and disclosure requirements related to retirement plans S 4406,Advancing Auto Portability Act -- to provide incentives for the use of automatic portability arrangements under defined contribution plans S 4102 SSI Savings Penalty Elimination Act - increases resource limits used to determine eligibility for the Supplemental Security Income (SSI) program HR 8521/S 4241 INDEX Act - guidelines for passively managed funds (e.g., index funds) that vote shares on behalf of fund investors in proxy shareholder votes S 4613 Maximize Americans Retirement Security Act - clarify the fiduciary duty of plan administrators to select and maintain investments based solely on pecuniary factors HR 8579 Retirement Protection Act of 2022 - increase retirement savings, simplify and clarify retirement plan rules S 4808 EARN Act - to reform retirement provisions

Client expense: $900,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

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. 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

Social Security disability determination process. S 2108, HR 4003, HR 5723, S 3071, S 4102

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

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

No bill number. Discussed reopening Social Security Administration field offices. No bill number. Discussed customer service delivery at the Social Security Administration and the need for additional funding. No bill number. Discussed a Beneficiary Advocate position at the Social Security Administration. No bill number. Discussed increasing asset limits under the Supplemental Security Income program. No bill number. Submitted letter to the Ways & Means Social Security Subcommittee for hearing on Strengthening Social Securitys Customer Service. S. 4102 - SSI Savings Penalty Elimination Act. S. 4365 - Social Security Expansion Act. H.R. 5723 - Social Security 2100: A Sacred Trust S. 1295 / H.R. 2575 - Time to Rescue United States Trusts (TRUST) Act. No bill number. Discussed the 2022 Social Security Trustees Report and the long-term financial health of Social Security. Enhancing American Retirement Now (EARN) Act of 2022. S. 4353 - Retirement Improvement and Savings Enhancement to Supplement Healthy Investments for the Nest Egg (RISE & SHINE) Act of 2022. H.R. 7310 - Protecting Americas Retirement Security Act. S.3955 - Starter K Act of 2022. S. 2415 - Long-Term Care Affordability Act.

Client expense: $3,400,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Social Security Administration (SSA), White House Office

1. Proposed improvements to Supplemental Security Income benefits 2. S. 4102, SSI Savings Penalty Elimination Act, entire bill

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S. 331 - ABLE Age Adjustment Act, entire legislation S. 4102 - SSI Savings Penalty Elimination Act, entire legislation H.R. 2954 - Securing a Strong Retirement Act of 2021 (SECURE 2.0) - monitor for inclusion of provisions from S. 331 and S. 4102

Client expense: Not reported · Firm income: Not reported

Government targets: SENATE

H.R. 1364, Parity Enforcement Act of 2021, all provisions H.R. 6075, HEADs UP Act of 2021, all provisions H.R. 6532/S.3544, Funding Early Childhood is the Right IDEA Act, all provisions H.R. 6783/S.4198, Autism Family Caregivers Act of 2022, all provisions H.R. 7233, KIDS CARE Act, provisions related to receiving health care services in school and through telehealth, and ensuring children receive timely access to care H.R. 7254, Mental Health Justice and Parity Act of 2022, all provisions H.R.7666, Restoring Hope for Mental Health and Well-Being Act of 2022, all provisions H.R. 7667, Food and Drug Amendments of 2022, provision related to bans of devices for one or more intended uses H.R. 7900, National Defense Authorization Act for Fiscal Year 2023, provision related to Department of Defense Autism Care Demonstration program H.R. 8236, Department of Defense Appropriations Act, 2023, provision related to congressionally directed medical research autism research program H.R.8256, Commerce, Justice, Science, and Related Agencies Appropriations Act, 2023, provision related to funding under Kevin and Avonte's Law H.R.8282, Department of State, Foreign Operations, and Related Programs Appropriations Act, 2023, provisions related to autism-related programs funded by USAID H.R. 8295, Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act, 2023, provisions related to funding autism research and services at the National Institutes of Health, Centers for Disease Control and Prevention, Health Resources and Services Administration, and assistive technology programs and special education at the Department of Education S.331, ABLE Age Adjustment Act, all provisions S.4102, SSI Savings Penalty Elimination Act, all provisions S.4170, Mental Health Reform Reauthorization Act of 2022, all provisions S.4348, Food and Drug Administration Safety and Landmark Advancements Act of 2022, provision related to banned devices Enhancing American Retirement Now (EARN) Act, provision related to increasing the age limit for eligibility for qualified ABLE programs Implementation of P.L. 117-81, National Defense Authorization Act for Fiscal Year 2022, provisions related to Autism Care Demonstration program A bill not yet introduced related to Fiscal Year 2023 appropriations by the Senate, provisions related to funding autism research and services at the National Institutes of Health, Centers for Disease Control and Prevention, Health Resources and Services Administration; assistive technology programs and special education at the Department of Education; and congressionally directed medical research autism research program A bill not yet introduced related to transition planning for autistic individuals Advocacy with the Department of Education related to improving transition services for autistic students and regulations under section 504 of the Rehabilitation Act of 1973 Advocacy with the Department of Transportation related to disability policies Advocacy with the Executive Office of the President/White House Office regarding a White House conference on hunger, nutrition, and health

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

Government targets: Centers For Disease Control & Prevention (CDC), Education, Dept of, Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Natl Institute of Mental Health (NIMH), SENATE, U.S. Agency for International Development (USAID)

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