Social Security Expansion Act

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. 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. 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. 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: (Public Law 117-73): Pertaining to Division T: Security 2.0 Act of 2022: 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: $190,000 · 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

1. Proposals to change the Social Security annual Cost of Living Adjustment formula 2. Proposals to raise the Social Security normal retirement age 3. Proposals to "means test" Social Security benefits 4. Beneficiary information available through Social Security Administration field offices 5. Status of the Social Security Disability Insurance Trust Fund 6. Closing Status of Social Security Administration field offices 7. Implementation of the Multiemployer Pension Reform Act of 2014 8. Status of Social Security Disability claims backlog 9. Proposals regarding the Social Security Windfall Elimination Provision 10. Proposals regarding the Social Security Government Pension Offset 11. H.R. 82, Social Security Fairness Act of 2021, entire bill 12. S. 1302, Social Security Fairness Act, entire bill 13. S. 1772, Surviving Widow(er) Income Fair Treatment Act of 2021, or the SWIFT Act", entire bill 14. S. 1099, Protecting Married Seniors From Impoverishment Act, entire bill 15. H.R. 4921, Strengthening Social Security Act of 2021, entire bill 16. H.R. 5637, Meeting our Seniors Social Security Needs Act, entire bill 17. H.R. 5723, Social Security 2100: A Sacred Trust, entire bill 18. S. 3070, Safeguarding American Families and Expanding Social Security Act of 2021, entire bill 19. S. 3177, Protection of Social Security Benefits Restoration Act, entire bill 20. Re-opening of and customer service at Social Security field offices 21. Proposals regarding fiduciary rules for advisers of individuals with individual retirement accounts 22. S. 4365, Social Security Expansion Act, entire bill 23. Withdrawal liability provisions in the PBGC Special Financial Assistance Rule

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

H.R.8005/S.4365, Social Security Expansion Act, Entirety H.R.5723, Social Security 2100, A Sacred Trust, Entirety H.R.82/S.1302, the Social Security Fairness Act of 2021, Social Security Windfall Elimination Provision and Government Pension Offset Monitor the following: S.4353, Retirement Improvement and Savings Enhancement to Supplement Healthy Investments for the Nest Egg Act (RISE and SHINE Act) Entirety Enhancing American Retirement Now Act, Entirety H.R.2337, Public Servants Protection and Fairness Act of 2021, Entirety

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Lobbied for passage of H.R. 5376, the Inflation Reduction Act of 2022. Lobbied in support of H.R. 302, the Preventing a Patronage System Act or the PPSA Act. Lobbied for passage of H.R. 2988, the Whistleblower Protection Improvement Act of 2021, and against including protections for noncareer SES political appointees. Lobbied for passage of H.R. 8873, the Presidential Election Reform Act. Lobbied to amend and improve the Safe Federal Workplaces Act. Lobbied for changes to S. 4623, the AGILE Procurement Act of 2022, to avoid creating loopholes to cost accounting rules for federal contractors. Lobbied in support of H.R. 521, the RETIRE Act of 2021, to provide equitable retirement benefits to first responders and law enforcement officers injured on the job. Lobbied for passage of H.R. 7376/S. 3474, the "Honoring Civil Servants Killed in the Line of Duty Act." Lobbied for passage of H.R. 6967/S. 3423, the "Chance to Compete Act." Lobbied for changes to provisions of H.R. 4521, the "America COMPETES Act." Lobbied in opposition to expanding noncompetitive hiring at the Environmental Protection Agency Office of Research and Development. Lobbied in support for a strong collective bargaining contract with full rights and protections for EPA workers. Lobbied for House passage of H.R. 1, the "For the People Act" to protect the right to vote, especially its inclusion of the "Time Off to Vote Act" and District of Columbia Statehood. Lobbied in support of H.R. 8861, the District of Columbia Home Rule Expansion Act of 2022 eliminating the Congressional review period for D.C. legislation. Lobbied for passage of the "Time Off To Vote Act." Lobbied on behalf of Social Security workforce on agency funding, the collective bargaining agreement, telework, Covid response and return to office space. Lobbied in support of S. 4365/ H.R. 8005, the "Social Security Expansion Act" to expand Social Security benefits, improve solvency and repeal GPO and WEP. Supported Senate letter to president urging appointments for SSAs Commissioner and Deputy Commissioner positions. Lobbied on behalf of S. 4421/H.R. 304, the "Equal COLA Act" to achieve parity between the cost-of-living adjustment to an annuity under the Federal Employees Retirement System and an annuity under the Civil Service Retirement System. Lobbied in support of H.R. 6398 /S. 3518, the "Federal Adjustment of Income Rates (FAIR) Act" to increase pay for federal employees by 5.1%. Lobbied against S. 3672 RETURN Act and its provisions that would abrogate collective bargaining agreements. Lobbied for S.Res. 275 introduced by Senator Tim Kaine (D-VA) acknowledging the mistreatment of LGBTQ individuals in all levels of federal service. Specifically, this resolution would apologize for the mistreatment of, discrimination against, lesbian, gay, bisexual, and transgender individuals who served in the United States Armed Forces, Foreign Service and Federal civil service. Lobbied in support of H.R. 7951, the "Telework Metrics and Cost Savings Act" to encourage expanded telework and ensure managers are informed as to its benefits and use. Lobbied against S. 471, the "Members of Congress Pension Opt Out Clarification Act" that undermines the value of the earned benefit of the retirement annuity in federal service and politicizes its acceptance by members of Congress. Lobbied in support of H.R. 903 and S. 1856, the "Rights for the Transportation Security Administration Workforce Act," which would grant Transportation Security Officers (TSOs) rights under Title 5 of the U.S. code and for inclusion of the legislations provisions in the FY2023 National Defense Authorization Act. Lobbied in support of the President's FY 2023 budget request for GS-level pay from Transportation Security Officers and an end to the diversion of the passenger security fee and lobbied this issue in the FY 2023 Homeland Security Appropriations bill. Lobbied in support of the "Honoring Our Fallen TSA Officers Act," H.R. 2616, granting public safety officer benefits to TSOs killed or injured in the line of duty. Lobbied against forced retirement or termination of federal employees who have been injured on the job and have had their medical treatment delayed because of COVID-19. Lobbied to expand presumption of workplace illness workers' compensation through the Federal Employee Compensation Act for Covid-19 cases beyond 2030. Lobbied to renew paid emergency leave for federal employees for Covid-19 personal and family illness and childcare and school needs. Lobbied for lawmakers to support efforts to restart collective bargaining with Department of Education employees and provide adequate funding and oversight of the Department's mission, including protecting students' civil rights and fairly and equitably provide student loans. Provided technical background and comment on S. 1097 - Federal Rotational Cyber Workforce Program Act, S. 1330 - Facilitating Federal Employee. Reskilling Act, S. 1324 (Rosen)- Civilian Cyber Security Reserve Act, and S. 407 the Air America Act. Provided technical background and comment on draft legislation to improve process for evaluation of applicants within the competitive service. Lobbied in support of H.R. 2337, the "Public Servants Protection and Fairness Act of 2021. Lobbied for passage of H.R. 82, the Social Security Fairness Act of 2021 to fully repeal GPO and WEP. Lobbied in support of S. 1302, the companion legislation to H.R. 82. Lobbied in support of H.R. 5723 and S. 3071, the "Social Security 2100: A Sacred Trust" Act to expand Social Security benefits, improve solvency and repeal GPO and WEP. Provided technical background and comment on H.R. 5314, the "Protecting Our Democracy Act" and specifically its Hatch Act provisions. Lobbied for changes to H.R. 6104 the "Building the Next Generation of Federal Employees Act" to protect veterans' preference and to prevent undue private influence on federal hiring decisions. Lobbied in support of the U.S. Mint releasing its internal report on racial issues at the agency.

1. Proposals to change the Social Security annual Cost of Living Adjustment formula 2. Proposals to raise the Social Security normal retirement age 3. Proposals to "means test" Social Security benefits 4. Beneficiary information available through Social Security Administration field offices 5. Status of the Social Security Disability Insurance Trust Fund 6. Closing Status of Social Security Administration field offices 7. Implementation of the Multiemployer Pension Reform Act of 2014 8. Status of Social Security Disability claims backlog 9. Proposals regarding the Social Security Windfall Elimination Provision 10. Proposals regarding the Social Security Government Pension Offset 11. H.R. 82, Social Security Fairness Act of 2021, entire bill 12. S. 1302, Social Security Fairness Act, entire bill 13. S. 1772, Surviving Widow(er) Income Fair Treatment Act of 2021, or the SWIFT Act", entire bill 14. S. 1099, Protecting Married Seniors From Impoverishment Act, entire bill 15. H.R. 4921, Strengthening Social Security Act of 2021, entire bill 16. H.R. 5637, Meeting our Seniors Social Security Needs Act, entire bill 17. H.R. 5723, Social Security 2100: A Sacred Trust, entire bill 18. S. 3070, Safeguarding American Families and Expanding Social Security Act of 2021, entire bill 19. S. 3177, Protection of Social Security Benefits Restoration Act, entire bill 20. Re-opening of and customer service at Social Security field offices 21. Proposals regarding fiduciary rules for advisers of individuals with individual retirement accounts 22. S. 4365, Social Security Expansion Act, entire bill 23. Withdrawal liability provisions in the PBGC Special Financial Assistance Rule

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

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.

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.

H.R.5723 - Social Security 2100: A Sacred Trust - in support. Issues related to Social Security Administration funding - no specific legislation. S.4365 - Social Security Expansion Act - in support. S.1295 - TRUST Act of 2021 - opposed. H.R.8717 - You Earned It, You Keep It Act - in support.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R.7429, Russian Digital Asset Sanctions Compliance Act of 2022 S.4365, Lummis-Gillibrand Responsible Financial Innovation Act Issues related to internet-based decentralized web applications using blockchain networks Tax issues related to decentralized finance and digital assets Notice of Proposed Rulemaking on Amendments to Exchange Act Rule 3b-16 Regarding the Definition of Exchange; Regulation ATS for ATSs That Trade U.S. Government Securities, NMS Stocks, and Other Securities; Regulation SCI for ATSs That Trade U.S. Treasury Securities and Agency Securities(Release No. 34-94868;File No. S7-02-22)

Client expense: $260,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R.5723 - Social Security 2100: A Sacred Trust - in support. Issues related to Social Security Administration funding - no specific legislation. H.Res.583 - Amending the Rules of the House of Representatives to establish a Permanent Select Committee on Aging - in support. S.4365 - Social Security Expansion Act - in support.

Client expense: $20,000 · 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.

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

H.R.8005/S.4365, Social Security Expansion Act, Entirety H.R.5723, Social Security 2100, A Sacred Trust, Entirety Monitor the following: S.4353, Retirement Improvement and Savings Enhancement to Supplement Healthy Investments for the Nest Egg Act (RISE and SHINE Act) Entirety Enhancing American Retirement Now Act, Entirety H.R.82/S.1302, the Social Security Fairness Act of 2021, Entirety H.R.2337, Public Servants Protection and Fairness Act of 2021, Entirety

Client expense: $350,000 · 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.

H.R.5723 - Social Security 2100: A Sacred Trust - in support. Issues related to Social Security Administration funding - no specific legislation. H.Res.583 - Amending the Rules of the House of Representatives to establish a Permanent Select Committee on Aging - in support. S.4365 - Social Security Expansion Act - in support.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Lobbied for passage of H.R. 7376/S. 3474 Honoring Civil Servants Killed in the Line of Duty Act. Lobbied for passage of H.R. 6967/S. 3423 Chance to Compete Act. Lobbied for changes to provisions of H.R. 4521 America COMPETES Act. Lobbied in opposition to expanding noncompetitive hiring at the Environmental Protection Agency Office of Research and Development. Lobbied for House passage of H.R. 1, the For the People Act to protect the right to vote, especially its inclusion of the Time Off to Vote Act and District of Columbia Statehood. Lobbied for passage of the "Time Off To Vote Act." Lobbied on behalf of Social Security workforce on agency funding, the collective bargaining agreement, telework, Covid response and return to office space. Lobbied in support of S. 4365/ H.R. 8005, Social Security Expansion Act to expand Social Security benefits, improve solvency and repeal GPO and WEP. Lobbied on behalf of S. 4421/H.R. 304, the "Equal COLA Act" to achieve parity between the cost-of-living adjustment to an annuity under the Federal Employees Retirement System and an annuity under the Civil Service Retirement System. Lobbied in support of H.R. 6398 /S. 3518 the Federal Adjustment of Income Rates (FAIR) Act to increase pay for federal employees by 5.1%. Lobbied against S. 3672 RETURN Act and its provisions that would abrogate collective bargaining agreements. Lobbied for S.Res.275 introduced by Senator Tim Kaine (D-VA) acknowledging the mistreatment of LGBTQ individuals in all levels of federal service. Specifically, this resolution would apologize for the mistreatment of, discrimination against, lesbian, gay, bisexual, and transgender individuals who served in the United States Armed Forces, Foreign Service and Federal civil service. Expressed concerns about a provision in H.R. 6104, the Building the Next Generation of Federal Employees Act with respect to competitive service examination credits for internships. Lobbied in support of H.R. 7951, the Telework Metrics and Cost Savings Act to encourage expanded telework and ensure managers are informed as to its benefits and use. Lobbied against S. 471, the Members of Congress Pension Opt Out Clarification Act that undermines the value of the earned benefit of the retirement annuity in federal service and politicizes its acceptance by members of Congress. Lobbied in support of H.R. 903 and S. 1856, the "Rights for the Transportation Security Administration Workforce Act," which would grant Transportation Security Officers (TSOs) rights under Title 5 of the U.S. code. Lobbied in support of the Presidents FY 2023 budget request for GS-level pay from Transportation Security Officers and an end to the diversion of the passenger security fee and lobbied this issue in the FY 2023 Homeland Security Appropriations bill. Lobbied in support of the "Honoring Our Fallen TSA Officers Act," H.R. 2616, granting public safety officer benefits to TSOs killed or injured in the line of duty. Lobbied against forced retirement or termination of federal employees who have been injured on the job and have had their medical treatment delayed because of COVID-19. Lobbied to expand presumption of workplace illness workers compensation through the Federal Employee Compensation Act for Covid-19 cases beyond 2030. Lobbied to renew paid emergency leave for federal employees for Covid-19 personal and family illness and childcare and school needs. Lobbied for lawmakers to support efforts to restart collective bargaining with Department of Education employees and provide adequate funding and oversight of the Departments mission, including protecting students civil rights and fairly and equitably provide student loans. Provided technical background and comment on S. 1097 - Federal Rotational Cyber Workforce Program Act, S. 1330 - Facilitating Federal Employee Reskilling Act, S. 1324 (Rosen) - Civilian Cyber Security Reserve Act, and S. 407 the Air America Act. Provided technical background and comment on draft legislation to improve process for evaluation of applicants within the competitive service. Lobbied in support of H.R. 2337, the Public Servants Protection and Fairness Act of 2021 and H.R. 82 / S. 1302 to fully repeal GPO and WEP. Lobbied in support of H.R. 5723, the Social Security 2100: A Sacred Trust Act to expand Social Security benefits, improve solvency and repeal GPO and WEP. Lobbied in support of S. 4365/ H.R. 8005, the Social Security Expansion Act, to expand Social Security benefits, improve solvency and repeal GPO and WEP. Provided technical background and comment on H.R. 5314, the Protecting Our Democracy Act and specifically its Hatch Act provisions. Lobbied for changes to H.R. 6104 the Building the Next Generation of Federal Employees Act to protect veterans preference and to prevent undue private influence on federal hiring decisions. Lobbied on behalf of S. 4421 / H.R. 304, the "Equal Cola Act" to achieve parity between the cost-of-living adjustment to an annuity under the Federal Employees Retirement System and an annuity under the Civil Service Retirement System. Lobbied in support of the U.S. Mint releasing its internal report on racial issues at the agency.

Lobbied for passage of H.R. 7376/S. 3474 Honoring Civil Servants Killed in the Line of Duty Act. Lobbied for passage of H.R. 6967/S. 3423 Chance to Compete Act. Lobbied for changes to provisions of H.R. 4521 America COMPETES Act. Lobbied in opposition to expanding noncompetitive hiring at the Environmental Protection Agency Office of Research and Development. Lobbied for House passage of H.R. 1, the For the People Act to protect the right to vote, especially its inclusion of the Time Off to Vote Act and District of Columbia Statehood. Lobbied for passage of the "Time Off To Vote Act." Lobbied on behalf of Social Security workforce on agency funding, the collective bargaining agreement, telework, Covid response and return to office space. Lobbied in support of S. 4365/ H.R. 8005, Social Security Expansion Act to expand Social Security benefits, improve solvency and repeal GPO and WEP. Lobbied on behalf of S. 4421/H.R. 304, the "Equal COLA Act" to achieve parity between the cost-of-living adjustment to an annuity under the Federal Employees Retirement System and an annuity under the Civil Service Retirement System. Lobbied in support of H.R. 6398 /S. 3518 the Federal Adjustment of Income Rates (FAIR) Act to increase pay for federal employees by 5.1%. Lobbied against S. 3672 RETURN Act and its provisions that would abrogate collective bargaining agreements. Lobbied for S.Res.275 introduced by Senator Tim Kaine (D-VA) acknowledging the mistreatment of LGBTQ individuals in all levels of federal service. Specifically, this resolution would apologize for the mistreatment of, discrimination against, lesbian, gay, bisexual, and transgender individuals who served in the United States Armed Forces, Foreign Service and Federal civil service. Expressed concerns about a provision in H.R. 6104, the Building the Next Generation of Federal Employees Act with respect to competitive service examination credits for internships. Lobbied in support of H.R. 7951, the Telework Metrics and Cost Savings Act to encourage expanded telework and ensure managers are informed as to its benefits and use. Lobbied against S. 471, the Members of Congress Pension Opt Out Clarification Act that undermines the value of the earned benefit of the retirement annuity in federal service and politicizes its acceptance by members of Congress. Lobbied in support of H.R. 903 and S. 1856, the "Rights for the Transportation Security Administration Workforce Act," which would grant Transportation Security Officers (TSOs) rights under Title 5 of the U.S. code. Lobbied in support of the Presidents FY 2023 budget request for GS-level pay from Transportation Security Officers and an end to the diversion of the passenger security fee and lobbied this issue in the FY 2023 Homeland Security Appropriations bill. Lobbied in support of the "Honoring Our Fallen TSA Officers Act," H.R. 2616, granting public safety officer benefits to TSOs killed or injured in the line of duty. Lobbied against forced retirement or termination of federal employees who have been injured on the job and have had their medical treatment delayed because of COVID-19. Lobbied to expand presumption of workplace illness workers compensation through the Federal Employee Compensation Act for Covid-19 cases beyond 2030. Lobbied to renew paid emergency leave for federal employees for Covid-19 personal and family illness and childcare and school needs. Lobbied for lawmakers to support efforts to restart collective bargaining with Department of Education employees and provide adequate funding and oversight of the Departments mission, including protecting students civil rights and fairly and equitably provide student loans. Provided technical background and comment on S. 1097 - Federal Rotational Cyber Workforce Program Act, S. 1330 - Facilitating Federal Employee Reskilling Act, S. 1324 (Rosen) - Civilian Cyber Security Reserve Act, and S. 407 the Air America Act. Provided technical background and comment on draft legislation to improve process for evaluation of applicants within the competitive service. Lobbied in support of H.R. 2337, the Public Servants Protection and Fairness Act of 2021 and H.R. 82 / S. 1302 to fully repeal GPO and WEP. Lobbied in support of H.R. 5723, the Social Security 2100: A Sacred Trust Act to expand Social Security benefits, improve solvency and repeal GPO and WEP. Lobbied in support of S. 4365/ H.R. 8005, the Social Security Expansion Act, to expand Social Security benefits, improve solvency and repeal GPO and WEP. Provided technical background and comment on H.R. 5314, the Protecting Our Democracy Act and specifically its Hatch Act provisions. Lobbied for changes to H.R. 6104 the Building the Next Generation of Federal Employees Act to protect veterans preference and to prevent undue private influence on federal hiring decisions. Lobbied on behalf of S. 4421 / H.R. 304, the "Equal Cola Act" to achieve parity between the cost-of-living adjustment to an annuity under the Federal Employees Retirement System and an annuity under the Civil Service Retirement System. Lobbied in support of the U.S. Mint releasing its internal report on racial issues at the agency.

HR 5723, S 3071- Social Security 2100: A Sacred Trust S 4365- Expanding Social Security Improving retirement for home care providers HR 5723, HR 82, S 1302- Social Security Reforms, Social Security Fairness Act

Client expense: $510,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

1. Proposals to change the Social Security annual Cost of Living Adjustment formula 2. Proposals to raise the Social Security normal retirement age 3. Proposals to "means test" Social Security benefits 4. Beneficiary information available through Social Security Administration field offices 5. Status of the Social Security Disability Insurance Trust Fund 6. Closing Status of Social Security Administration field offices 7. Implementation of the Multiemployer Pension Reform Act of 2014 8. Status of Social Security Disability claims backlog 9. Proposals regarding the Social Security Windfall Elimination Provision 10. Proposals regarding the Social Security Government Pension Offset 11. H.R. 82, Social Security Fairness Act of 2021, entire bill 12. S. 1302, Social Security Fairness Act, entire bill 13. S. 1772, Surviving Widow(er) Income Fair Treatment Act of 2021, or the SWIFT Act", entire bill 14. S. 1099, Protecting Married Seniors From Impoverishment Act, entire bill 15. H.R. 4921, Strengthening Social Security Act of 2021, entire bill 16. H.R. 5637, Meeting our Seniors Social Security Needs Act, entire bill 17. H.R. 5723, Social Security 2100: A Sacred Trust, entire bill 18. S. 3070, Safeguarding American Families and Expanding Social Security Act of 2021, entire bill 19. S. 3177, Protection of Social Security Benefits Restoration Act, entire bill 20. Re-opening of and customer service at Social Security field offices 21. Proposals regarding fiduciary rules for advisers of individuals with individual retirement accounts 22. S. 4365, Social Security Expansion Act, entire bill

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