SSI Savings Penalty Elimination Act

Child passenger safety; Appropriations for the Indian Health Service - HIS; Appropriations for Environmental Programs (including EPA) - EPA; Maternal, Infant, and Early Childhood Home Visiting Program Reauthorization & Implementation - HRSA, CMS, HHS, ACF; Infant sleep product safety - CPSC; Lead exposure prevention - EPA, CDC, HUD, FDA; Food safety - FDA, EPA, CDC; Paid family and medical leave; Regulation of high-powered magnet sets - CPSC; Climate change, Inflation Reduction Act Implementation - EPA; Vehicle emissions standards - EPA, NHTSA; Button battery ingestions - CPSC; Early childhood education - HHS; Child product safety and injury prevention - CPSC; Furniture tip-overs - CPSC; Child Abuse Prevention and Treatment Act (CAPTA) Reauthorization; CAPTA Plans of safe care grants - HHS, ACF & ASPE; Family First Prevention Services Act implementation - HHS, ACF; CAPTA Fatalities Prevention and Response - HHHS, ACF; Title IV-B Reauthorization (including H.R. 9076: Protecting Americas Children by Strengthening Families Act) - HHS, ACF; Congregate care reform - HHS, ACF; Mental health supports for foster youth/former foster youth - HHS, ACF; Mercury and Air Toxics Standards, ozone and particulate matter NAAQS, EPA greenhouse gas regulation - EPA; QRTP/IMDs (including H.R. 4056 - Ensuring Medicaid Continuity for Children in Foster Care Act of 2023) - HHS, ACF; Firearm Violence Prevention (Including Research Funding; Background Checks) - WH Domestic Policy Council; WH Office of Gun Violence Prevention; CDC; NIH; DOJ; Pregnant Workers Fairness Act Implementation - EEOC; Childcare Funding & Resources - HHS, OCC; Native American Child Health - DOI; EPA, HHS, HIS; Water Beads (including H.R. 4648: Ban Water Beads Act; S. 4298: Esthers Law) - CPSC Continuous Eligibility for Children in Medicaid and CHIP (including H.R. 9688 - Keep Kids Covered Act) - HHS/CMS; Medicaid Payment Parity (including H.R. 952 - Kids Access to Primary Care Act) - HHS/CMS; Access to Care in Medicaid/CHIP - HHS/CMS; Medicaid/CHIP renewal policies - HHS/CMS; QRTP/IMDs (including H.R. 4056 - Ensuring Medicaid Continuity for Children in Foster Care Act of 2023, and S. 3196 - Ensuring Medicaid Continuity for Children in Foster Care Act of 2023); Accelerating Kids Access to Care Act (HR 4758, S 2372); Medicaid Early and Periodic Screening, Diagnostic, and Treatment requirement - HHS/CMS; Vaccines for Children program improvements - HHS/CMS, CDC; Medicaid prior authorization and medical necessity determinations; Telehealth - DEA tele-prescribing extension and Medicare telehealth extension - HHS, DEA; H.R. 10438 - Helping Families Access Pediatric Care Act; S. 2243 - Palliative Care and Hospice Education and Training Act (PCHETA); CY2025 Medicare Physician Fee Schedule - CMS Standards in ORR Custody - ORR, HHS; Licensure of ORR Shelters - ORR, HHS; Public Charge; Child Nutrition Reauthorization/WIC - USDA; SNAP/Farm Bill - USDA; Mental Health for Children HRSA; H.R. 6, DREAM Act; Medical Nutrition Equity Act; Lift the Bar Act (H.R. 4170/S. 2038); PAHPA Reauthorization; CARE for Families Act HR 3107; WIC Act (S. 1604/H.R. 3364); MODERN WIC Act (S. 984/H.R. 2424) Strengthening Efforts to End Violence Against Children Act (H.R. 4798); MINDS Act (H.R. 1570/S. 767); FY25 SFOPS Appropriations - report language on children with disabilities globally; International Protections for Children with Disabilities Act (S.847) - subsection S.4797; Implementation of the Global Child Thrive Act - USAID; Violence Against Children Ministerial Meeting - HHS, NSC, USAID; Violence Against Children Surveys - Department of State; Issue/Bill - Agency FY25 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, Healthy Start, Section 317 Immunization Grants; FY25 Agriculture, Rural Development, Food and Drug Administration Appropriations Bill: Pediatric Device Consortia; Newborn Screening Saves Lives Reauthorization Act; FY25 National Defense Authorization Act - Department of Defense / Defense Health Agency; Defense Health Agency - Fluoride varnish; Improving the Health of Children Act; Strengthening the Vaccines for Children Program Act; Banning Electronic Stimulation Devices - FDA; SSI Savings Penalty Elimination Act (S.2767/H.R.5408); HCBS Access Act (S.762/H.R. 1493); Better Care Better Jobs Act (S.100/H.R. 547); Autism Family Caregivers Act; PREVENT HPV Cancers Act (H.R. 3633); Supplemental Security Income Equality Act (H.R. 256); IDEA Full Funding Act (S.2217/H.R.4519); Promoting Physical Activity for Americans Act (S.397); Pandemic and All Hazards Preparedness Act (PAHPA); PREEMIE Reauthorization Act (H.R. 3226/S. 1573); Autism CARES Act of 2024 (H.R. 7213/S.4762); Supplemental Security Income/Social Security - Social Security Administration; School Access to Naloxone Act (H.R. 3065); HEADs UP Act (H.R. 3380); Preventing Maternal Deaths Reauthorization Act of 2023 (S. 2415/H.R.3838); SHINE for Autumn Act (H.R.5012/S.2647); Artificial Intelligence; Congenital Heart Futures Reauthorization Act (S.3757/H.R.7189); HERO Act (H.R. 6251); SSI Restoration Act (H.R. 7138); NURSE Act (S. 3953/H.R. 3197); Vaccines for Children coverage of Nirsevimab and COVID-19 immunizations - CDC, HHS; WEAR IT Act (H.R. 6279); Probiotic use in the NICU - FDA, CDC, NIH; Maternal mental health/perinatal mental health Kids Online Safety Act (S. 1409/H.R. 7891); Children and Teens Online Privacy Protection Act (S. 1418/H.R. 7890); Legislation to Protect Young People Online; Pediatric Subspecialty Loan Repayment Program Funding and Program Implementation - Health Resources and Services Administration; Adolescent Health Issues, including mpox -Department of Health and Human Services Office of the Assistant Secretary for Health; Regulation of Tobacco Products -Food and Drug Administration; Innovation in Pediatric Drugs Act (H.R. 6664); Ethical Considerations when Studying Youth Online -White House Office of Science and Technology Policy

Client expense: $170,000 · 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), Federal Trade Commission (FTC), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Homeland Security, Dept of (DHS), Justice, Dept of (DOJ), Natl Highway Traffic Safety Administration (NHTSA), Natl Institutes of Health (NIH), Office of Management & Budget (OMB), Office of Science & Technology Policy (OSTP), SENATE, State, Dept of (DOS), Substance Abuse & Mental Health Services Administration (SAMHSA), U.S. Agency for International Development (USAID), 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. The SSI Savings Penalty Elimination Act (S.2767/H.R.5408) The Stop the Wait Act (S. 320/H.R. 883), the Work Without Worry Act (S.2196), and the SSI Restoration Act (H.R.7138). Eliminating the Marriage Penalty in SSI Act (HR 7055)

Client expense: Not reported · Firm income: Not reported

United Spinal supports: H.R. 5408 / S. 2767, the SSI Savings Penalty Elimination Act, introduced by Representative Brian Higgins (D- NY-26) and Senator Sherrod Brown (D-OH).

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

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

Issues related to improved fairness in the Social Security adjudication process for veterans with 100% disability ratings (generally, no specific legislation) Social Security 2100 Act, H.R. 4583 (generally, no specific provisions) SSI Savings Penalty Eliminination Act, S.2767 (generally, no specific provisions) H.R.82/S.597, Social Security Fairness Act (generally, no specific provisions) S. 2196, Work Without Worry Act (generally, no specific provisions)

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S.2767 and H.R.5408, SSI Savings Penalty Elimination Act, entire bill.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 824 - Telehealth Benefit Expansion for Workers Act of 2023 H.R. 1202 / S. 704 - Resident Education Deferred Interest (REDI) Act H.R. 2389 - Resident Physician Shortage Reduction Act of 2023 H.R. 2400 / S. 1165 - Reentry Act of 2023 H.R. 2474 - Strengthening Medicare for Patients and Providers Act H.R. 3073 / S. 1452 - Community Mental Wellness and Resilience Act H.R. 3432 / S. 3651 - Telemental Health Care Access Act of 2023 H.R. 3946/S. 1800 - FASD Respect Act H.R. 4189 / S. 2016 - CONNECT for Health Act of 2023 H.R. 4892 / S. 3921 - Medicaid Bump Act H.R. 4933 / S. 462 - Mental Health Professionals Workforce Shortage Loan Repayment Act H.R. 4942 / S. 665 - Conrad State 30 and Physician Access Reauthorization Act H.R. 5116 / S. 2688 - Behavioral Health Information Technology (BHIT) Coordination Act H.R. 5819 / S. 1378 - COMPLETE Care Act H.R. 6683 - Preserving Seniors Access to Physicians Act of 2023 H.R. 7153 / S. 3679 - Dr. Lorna Breen Health Care Provider Protections Reauthorization Act H.R. 3305 / S. 1606 - Black Maternal Health Momnibus Act H.R. 3226 / S. 1573 - Prematurity Research Expansion and Education for Mothers who deliver Infants Early (PREEMIE) Reauthorization Act of 2023 H.R. 3312 / S. 1602 - Moms Matter Act H.R. 3838 / S. 2415 - Preventing Maternal Deaths Reauthorization Act of 2023 H.R. 7024 - Tax Relief for American Families and Workers Act of 2024 H.R. 8458 / S. 669- Increasing Mental Health Options Act of 2024 H.R. 8543 / S. 2993 - To amend the Social Security Act and the Public Health Service Act to permanently authorize certified community behavioral health clinics, and for other purposes H.R. 8680 - To authorize the Secretary of Health and Human Services, acting through the Assistant Secretary for Mental Health and Substance Use, to award grants to train community mental wellness workers H.R. 8702/ S .4532 - To amend title XVIII of the Social Security Act to establish requirements with respect to the use of prior authorization under Medicare Advantage plans H.R.8767 - To amend title XIX of the Social Security Act to remove the exclusion from medical assistance under the Medicaid program of items and services for patients in an institution for mental diseases S. 1339 - Pharmacy Benefit Reform Manager Act H.R. 7891 / S. 1409 - Kids Online Safety Act H.R. 7890 / S. 1418 - Children and Teens Online Privacy Protection Act (COPPA 2.0) H.R. 4531 / S. 3106 - SUPPORT for Patients and Communities Reauthorization Act H.R. 6663 / S. 3364 - Kid PROOF Act of 2023 S. 3430 - Better Mental Health Care, Lower-Cost Drugs, and Health Extenders Act S. 3157 - More Behavioral Health Providers Act of 2023 H.R. 7619 / S. 3158 - Expand the Behavioral Health Workforce Now Act H.R.6928 - CONNECT Act of 2024 H.R.6961 / S. 3010 - Nutrition CARE Act of 2024 H.R. 6982 / S. 3579 - Gambling Addiction, Recovery, Investment, and Treatment Act H.R. 7050 - Substance Use Disorder Workforce Act of 2024 H.Res. 1089 / S.Res.567 - Health Workforce Well-being Day of Awareness Resolution S. 2556 - Improving Coordination and Access to Resources Equitably (CARE) for Youth Act H.R. 5408 / S. 2767 - SSI Savings Penalty Elimination Act H.R.7301 - Certified Community Behavioral Health Clinic Expansion Act of 2024 H.R. 7808 - EARLY Minds Act H.R. 7265 / S. 3779 - Child Suicide Prevention and Lethal Means Act S. 3638 - Dependent Controlled Substance Transparency Act H.R. 7265 / S. 3379 Child Suicide Prevention & Lethal Means Safety Act H.R.7708 - To amend title XVIII of the Social Security Act to require MA organizations offering network-based plans to maintain an accurate provider directory, and for other purposes H.R.8575 - Michelle Alyssa Go Act H.R. 7258 / S. 3968 - A bill to amend the Public Health Service Act to provide community-based training opportunities for medical students in rural areas and medically under-served communities, and for other purposes S.4023 - Behavioral Health Network and Directory Improvement Act S.4358 - Preventing and Treating Substance Use Disorders Among Older Adults Act Sent letter to the FDA on reducing the scope of the Clozapine REMS in preparation for the Joint Committees Meeting Meeting with FDA on continued Stimulant Shortage APA met with DOL, HHS, and Treasury to Discuss Parity APA sent letter to ONC on Health Data, Technology, and Interoperability: Patient Engagement, Information Sharing, and Public Health Interoperability (HTI-2) proposed rule Signed onto AMA letter on Medicare physician payment reform S.4935- Physician Fee Stabilization Act H.R. 6371 - the Provider Reimbursement Stability Act H.R. 2474 - Strengthening Medicare for Patients and Providers Act H.R. 5013 / S. 3503 - Value in Health Care (VALUE) Act H.R. 1770 / S. 2477 - Equitable Community Access to Pharmacist Services Act. Signed AMA letter in opposition H.R.6664 / S. 4905- Innovation in Pediatric Drugs Act of 2023 H.R.9133 / S. 4835- The Primary and Behavioral Health Care Access Act H.R. 2630 / S. 652 - the Safe Step Act H.R. 9581 - STAR Plus Scholarship Act H.R. 8715 - NEST Act H.R. 9577- Stabilization to Prevent (STOP) Suicide Act H.R. 9656 - Career and Technical Education (CTE) Student Mental Health and Wellness Act S. 5146- Medical Graduate Investment Act of 2024 H.R. 9688 - Keep Kids Covered Act H.R. 9886/S.5271 - Broadening Utilization of Proven and Effective Treatment for Recovery Act H.R. 7858 - Telehealth Enhancement for Mental Health Act of 2024 Cover Our Care Act H.R. 3503 - NIH Clinical Trial Diversity Act of 2023 H.R. 9422 - Recovery Act H.R. 10073 - Medicare Patient Access and Practice Stabilization Act of 2024 H.R. 9457 - Transparent Telehealth Bills Act of 2024 H.R. 3838/S. 2415 - Preventing Maternal Deaths Reauthorization Act of 2023 S.5524 - Parity Enforcement Act of 2024 H.R. 10085 - Saving Lives on Campuses Act of 2024 H.R. 10280 - Strengthening Pathways to Health Professions Act

Client expense: $269,642 · Firm income: Not reported

Government targets: Executive Office of the President (EOP), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, Treasury, Dept of

H.R. 9029, Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act, 2025 S. 1212, Securing and Enabling Commerce Using Remote and Electronic (SECURE) Notarization Act of 2023 S. 2767, SSI Savings Penalty Elimination Act S.J.Res 79, Joint Resolution Providing for Congressional Disapproval under Chapter 8 of title 5, United States Code, of the Rule Submitted by the Department of Labor Relating to Retirement Security Rule: Definition of an Investment Advice Fiduciary Draft legislation titled Pension Budget Integrity Act Various issues relating to multiemployer pension plans; the multiemployer pension recapitalization and reform plan (MPRRP); single employer defined contribution plans and defined benefit plans; tax reform; common interest agreements; student loan third party verification and STOP Act; Pension Benefit Guaranty Corporation premiums; e-delivery of retirement plan disclosures and notices; funding for single employer pension plans; remote notarization and remote witnessing procedures; brokerage windows in self-directed retirement plans; retirement security for all and defined benefit plan improvements; U.S. Department of Labors review of the definition of investment advice fiduciary; auto-portability of retirement plans; implementation of Internal Revenue Code Section 411(d)(6), relationship to in-service early retirement distributions; implementation and technical corrections of the SECURE 2.0 Act (P.L. 117-328); retirement savings lost and found searchable database as provided for in section 303 of the SECURE 2.0 Act; proposed amendment to Prohibited Transaction Class Exemption 84-14 (the QPAM Exemption) (RIN 1210-ZA07)

Client expense: $22,410,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Treasury, Dept of

RET [House, Senate, SSA, Administration on Aging, EOP, DOJ, DOL, DT] Older Americans Act Reauthorization. The Older Americans Act Reauthorization Act of 2024 (S. 4776): Proposals to reauthorize the Older Americans Act (OAA) of 1965 and to increase the authorization of appropriations for OAA programs, which is the major federal discretionary funding source for home and community-based services for older adults and their caregivers. Programs supported through the OAA include home-delivered and congregate nutrition services, in-home supportive services, transportation, caregiver support, community service employment, health and wellness programs, the long-term care ombudsman program, services to prevent the abuse, neglect, and exploitation of older adults, and other supportive services. Medicare, Medicaid and Social Security. The Alleviating Barriers for Caregivers (ABC) Act (H.R. 8018 and S. 3109): Proposals would require HHS and SSA to review application processes, procedures, forms, and communications for Medicare, Medicaid, Childrens Health Insurance Program, and Social Security programs in order to reduce administrative barriers facing family caregivers. The bill requires agencies to identify and report to Congress on actions that can be taken to streamline eligibility and assistance for family caregivers within existing programs. Social Security Cost of Living Adjustment (COLA). The Fair COLA for Seniors Act (H.R. 716) and the Social Security Cost of Living Increase Act (H.R. 1688): Proposals to adopt the Consumer Price Index for the Elderly (CPI-E) for the purpose of determining COLAs for Social Security beneficiaries; the Boosting Benefits and COLAs for Seniors Act (S. 3974): Proposal to calculate COLAs using the current Consumer Price Index for Urban Wage Earners and Clerical Workers (CPI-W) or the Consumer Price Index for the Elderly (CPI-E), whichever is greater. Social Security Expansion. The Social Security 2100 Act (H.R. 4583 and S. 2280): 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. 393 and H.R. 1046): Proposals to enhance Social Security benefits and ensure the long-term solvency of the Social Security program. The Strengthening Social Security Act (H.R. 3261): Proposals to extend the solvency of the Social Security Trust Funds and improve benefits. The Safeguarding American Families & Expanding Social Security Act (S. 5017): Proposals to update and modernize Social Security benefits and to extend solvency of the Social Security Trust Funds. The Protecting and Preserving Social Security Act (H.R. 9300 and S. 4877): Proposals 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. The Protecting Our Widows and Widowers in Retirement Act (H.R. 3926): Proposals to improve benefits for widows and widowers in two-income households. The Surviving Widow(er) Income Fair Treatment Act (SWIFT Act) (S. 2741): Proposal to increase survivors benefits for disabled widows, widowers, and surviving divorced spouses. Social Security Funding. The Medicare and Social Security Fair Share Act (H.R. 4535 and S. 1174): Proposals to close the loophole for wealthy individuals who bypass paying the net investment income tax (NIIT) and directing the revenue to the Social Security Trust Funds and to the Hospital Insurance Fund, which pays for Medicare Part A that covers inpatient care in hospitals. Social Security Privatization and Benefit Cuts. (No bill): Proposals to borrow funds to invest in the stock market, to raise the Social Security retirement age and to cut Social Security benefits for future retirees promoted by Senator Bill Cassidy and Senator Angus King. Caregiver Social Security Credits. The Social Security Caregiver Credits Act (S. 1211 and H.R. 3729): 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 2023 (H.R. 82 and S. 597) and the Public Servants Protection and Fairness Act (H.R. 4260): Proposals to repeal or modify the Government Pension Offset and Windfall Elimination Provision. Opposition to amendments that would cut Social Security benefits, including raising the retirement age. 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. (No bill): Proposal to nullify 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 through no fault of their own. 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 (No bill): Proposal 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 Security Income (SSI) Program. The Supplemental Security Income Restoration Act (H.R. 7138 and S. 2767): Proposals to strengthen and restore the SSI program. Supplemental Security Income (SSI) Program. The SSI Savings Penalty Elimination Act (S. 2767 and H.R. 5408): Proposal to amend title XVI of the Social Security Act to update the resource limit for Supplemental Security Income eligibility. The Fairness in Social Security Act (H.R. 4348): Proposal to amend the Internal Revenue Code of 1986 to exclude the portion of a lump-sum Social Security benefit payment that relates to periods prior to the taxable year from the determination of household income as it relates to SSI eligibility. Retirement Plan Distribution: IRS Notice relating to Use of an Electronic Medium to Make Participant Elections and Spousal Consents (RIN 1545-Bq50). House Committee on Aging. (H. Res. 1029): A Resolution amending the Rules of the House to reestablish a Permanent Select Committee on Aging. Retirement Plan Fiduciary Rule: U.S. Department of Labor, Employee Benefits Security Administration, Office of Regulations and Interpretations - RIN 1210-AC02; Application No. D-12057; Application No. D-12060. Supporting the Department of Labor proposed regulation to modernize the fiduciary rule to strengthen protections for retirement investors who seek professional investment advice. (H.J. Res 142 and S.J. Res 79): Opposing resolutions providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Department of Labor relating to "Retirement Security Rule: Definition of an Investment Advice Fiduciary". Social Security Administration. The Improving Social Securitys Service to Victims of Identity Theft Act (H.R. 3765 and H.R. 3784): Proposal to improve 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. Comments in support of Omitting Food from In-Kind Support and Maintenance Calculations, Docket No. SSA-2021-0014; Comments in support of Expanding the Rental Subsidy, Docket No. SSA-2023-0010; Comments in support of Intermediate Improvement to the Disability Adjudication Process Including How We Consider Past Work, Docket No. SSA-2023-0024; Comments in support of Rulemaking Expanding the Definition of a Public Assistance Household, Docket No. SSA-2023-0015; Comments supporting and strengthening rule regarding the Use of Electronic Payroll Data to Improve Program Administration, Docket No. SSA-2016-0039. Social Security Administration: Comments submitted regarding Social Security Form SSA-827 proposal (Medical Record Collection Process) and the Disability Applicant Evidence Simplification Act (DAESA) draft. Womens Retirement Security. The Womens Retirement Protection Act (S. 2627 and H.R. 5060): Proposal to amend the Employee Retirement Income Security Act of 1974 to provide for greater spousal protection under defined contribution plans. Food Security for Seniors. Farm bill reauthorization (The Farm, Food, and National Security Act of 2024, H.R. 8467; No Senate bill): opposing any cuts to future Supplemental Nutrition Assistance Program (SNAP) benefits or other harmful policies that would worsen the problem of hunger for Americas older adults and other food insecure individuals.

Client expense: $200,000 · 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

H.R. 2941/S.1332, Recognizing the Role of Direct Support Professionals Act, all provisions H.R. 2965/S.1333, Autism Family Caregivers Act of 2023, all provisions H.R. 3380, HEADs UP Act of 2023, all provisions H.R. 5408/S.2767, SSI Savings Penalty Elimination Act, all provisions H.R. 5893, Commerce, Justice, Science, and Related Agencies Appropriations Act, 2024, provisions related to funding for Kevin and Avontes Law H.R. 5894, Making appropriations for the Departments of Labor, Health and Human Services, and Education, and related agencies for the fiscal year ending September 30, 2024, and for other purposes, 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 H.R. 7213/S.4762, Autism CARES Act of 2024, all provisions H.R. 7300, Family-to-Family Reauthorization Act of 2024, all provisions H.R. 8774, Department of Defense Appropriations Act, 2025, provisions related to the congressionally directed medical research autism research program H.R. 9026, Making appropriations for the Departments of Commerce and Justice, Science, and Related Agencies for the fiscal year ending September 30, 2025, and for other purposes, provisions related to funding for Kevin and Avontes Law H.R. 9028, Making appropriations for the Departments of Transportation, and Housing and Urban Development, and related agencies for the fiscal year ending September 30, 2025, and for other purposes, a proposal for research at the Department of Housing and Urban Development on autism and housing H.R. 9029, Making appropriations for the Departments of Labor, Health and Human Services, and Education, and related agencies for the fiscal year ending September 30, 2025, and for other purposes, 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, vocational rehabilitation, and special education programs at the Department of Education S. 4539/H.R. 9614, ENABLE Act, all provisions S.4921 - Department of Defense Appropriations Act, 2025, provisions related to the congressionally directed medical research autism research program S.4942 - Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act, 2025, 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, vocational rehabilitation and special education programs at the Department of Education S.4796 - Transportation, Housing and Urban Development, and Related Agencies Appropriations Act, 2025 a provision related to research at the Department of Housing and Urban Development on autism and housing S. 3076, Disability Employment Incentive Act, all provisions S. 2522/H.R. 5102, ABLE Match Act, all provisions S. 4910, ABLE Awareness Act, all provisions S. 4911, ABLE Employment Flexibility Act, all provisions S. 3528, Supporting Disabled Entrepreneurs Act, all provisions H.R. 2706/S. 1183, CharlotteWoodwardOrgan Transplant Discrimination Prevention Act, all provisions H.R. 670/S. 4741, ThinkDifferentlyDatabase Act, all provisions S. 5070, The Ensuring Access to Medicaid Buy-In Programs Act, all provisions S.5378, EASE with 211 Act, all provisions H.R.10296, ABLE Tomorrow Act, all provisions H.R. 6655, A Stronger Workforce for America Act, provisions related to improving employment opportunities for people with disabilities Advocacy with the Department of Health and Human Services, Food and Drug Administration, and Office of Management and Budget related to electrical stimulation devices A proposal for the creation of an Office of Caregiver Health at the Department of Health and Human Services A bill not yet introduced to enhance incentives to create accessible and inclusive workplaces

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

Government targets: Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Natl Institute of Mental Health (NIMH), Office of Management & Budget (OMB), SENATE, White House Office

H.R. 2941/S.1332, Recognizing the Role of Direct Support Professionals Act, all provisions H.R. 2965/S.1333, Autism Family Caregivers Act of 2023, all provisions H.R. 3380, HEADs UP Act of 2023, all provisions H.R. 5408/S.2767, SSI Savings Penalty Elimination Act, all provisions H.R. 5893, Commerce, Justice, Science, and Related Agencies Appropriations Act, 2024, provisions related to funding for Kevin and Avontes Law H.R. 5894, Making appropriations for the Departments of Labor, Health and Human Services, and Education, and related agencies for the fiscal year ending September 30, 2024, and for other purposes, 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 H.R. 7213/S.4762, Autism CARES Act of 2024, all provisions H.R. 7300, Family-to-Family Reauthorization Act of 2024, all provisions H.R. 8774, Department of Defense Appropriations Act, 2025, provisions related to the congressionally directed medical research autism research program H.R. 9026, Making appropriations for the Departments of Commerce and Justice, Science, and Related Agencies for the fiscal year ending September 30, 2025, and for other purposes, provisions related to funding for Kevin and Avontes Law H.R. 9028, Making appropriations for the Departments of Transportation, and Housing and Urban Development, and related agencies for the fiscal year ending September 30, 2025, and for other purposes, a proposal for research at the Department of Housing and Urban Development on autism and housing H.R. 9029, Making appropriations for the Departments of Labor, Health and Human Services, and Education, and related agencies for the fiscal year ending September 30, 2025, and for other purposes, 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, vocational rehabilitation, and special education programs at the Department of Education S. 4539/H.R. 9614, ENABLE Act, all provisions S.4921 - Department of Defense Appropriations Act, 2025, provisions related to the congressionally directed medical research autism research program S.4942 - Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act, 2025, 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, vocational rehabilitation and special education programs at the Department of Education S.4796 - Transportation, Housing and Urban Development, and Related Agencies Appropriations Act, 2025 a provision related to research at the Department of Housing and Urban Development on autism and housing S. 3076, Disability Employment Incentive Act, all provisions S. 2522/H.R. 5102, ABLE Match Act, all provisions S. 4910, ABLE Awareness Act, all provisions S. 4911, ABLE Employment Flexibility Act, all provisions S. 3528, Supporting Disabled Entrepreneurs Act, all provisions H.R. 2706/S. 1183, CharlotteWoodwardOrgan Transplant Discrimination Prevention Act, all provisions H.R. 670/S. 4741, ThinkDifferentlyDatabase Act, all provisions S. 5070, The Ensuring Access to Medicaid Buy-In Programs Act, all provisions S.5378, EASE with 211 Act, all provisions H.R.10296, ABLE Tomorrow Act, all provisions H.R. 6655, A Stronger Workforce for America Act, provisions related to improving employment opportunities for people with disabilities Advocacy with the Department of Health and Human Services, Food and Drug Administration, and Office of Management and Budget related to electrical stimulation devices A proposal for the creation of an Office of Caregiver Health at the Department of Health and Human Services A bill not yet introduced to enhance incentives to create accessible and inclusive workplaces

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

Government targets: Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Natl Institute of Mental Health (NIMH), Office of Management & Budget (OMB), SENATE, White House Office

PL 117-328 Consolidated Appropriations Act, 2023 - SECURE 2.0 Issue Investment Advice Standards Issue Davis Bacon Issue Retirement Security HR 1177/S 427 Financial Freedom Act of 2023 - prohibit the Secretary of Labor from constraining the range or type of investments that may be offered in retirement accounts HR 9462/S 5271 Retirement Savings for Americans Act -- establish the American Worker Retirement Plan HR 2593 Senior Security Act -- establishes the Senior Investor Taskforce within the Securities and Exchange Commission HR 2799 Expanding Access to Capital Act -- reforms to the capital markets of the United States HR 3063 Retirement Fairness for Charities and Educational Institutions Act of 2023 -- amend the Federal securities laws to enhance 403(b) plans HR 3942 Lifetime Income for Employees (LIFE) Act -- amend the Employee Retirement Income Security Act of 1974 to permit default investment arrangements in annuities HR 4237 Ensuring Sound Guidance Act -- amend the Investment Advisers Act of 1940 and the Employee Retirement Income Security Act of 1974 to specify requirements concerning the consideration of pecuniary and non-pecuniary factors DRAFT SECURE 2.0 Technical Corrections - Changes and corrections to SECURE 2.0 HR 5408/S 2767 SSI Savings Penalty Elimination Act-to increase asset limits for SSI recipients HR 7293 Automatic IRA Act of 2024 Secure 2.0 Implementation S 692 - This bill seeks to help Americans better plan for retirement and enhance retirement security by ensuring they plan for retirement and enhance retirement security by ensuring they have the information to make informed decisions regarding social security benefits

Client expense: $580,000 · Firm income: Not reported

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

H.R. 671, the Social Security Enhancement and Protection Act H.R. 883/S. 320, the Stop the Wait Act H.R. 3729/S. 1211, the Social Security Caregiver Credit Act H.R. 4583/S. 2280, the Social Security 2100 Act H.R. 5408/S. 2767, the SSI Savings Penalty Elimination Act H.R. 7138, the SSI Restoration Act S. 3400, the We Cant Wait Act S. 3702, the Credit for Caring Act of 2024 S. 4192, the We Cant Wait Act House Draft, the We Cant Wait Act

Client expense: $87,752 · Firm income: Not reported

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

Support for the SSI Savings Penalty Elimination Act (S. 2767 / H.R.7138), legislation to increase the asset limitation for qualifying for SSI. Support for the Ensuring Access to Medicaid Buy-In Programs Act of 2024 (S. 5070 / H.R. 8107), removing certain age restrictions on Medicaid for working adults over the age of 65 with disabilities

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Older Americans Act Reauthorization. The Older Americans Act Reauthorization Act of 2024 (S. 4776): Proposals to reauthorize the Older Americans Act (OAA) of 1965 and to increase the authorization of appropriations for OAA programs, which is the major federal discretionary funding source for home and community-based services for older adults and their caregivers. Programs supported through the OAA include home-delivered and congregate nutrition services, in-home supportive services, transportation, caregiver support, community service employment, health and wellness programs, the long-term care ombudsman program, services to prevent the abuse, neglect, and exploitation of older adults, and other supportive services. Medicare, Medicaid and Social Security. The Alleviating Barriers for Caregivers (ABC) Act (H.R. 8018 and S. 3109): Proposals would require HHS and SSA to review application processes, procedures, forms, and communications for Medicare, Medicaid, Childrens Health Insurance Program, and Social Security programs in order to reduce administrative barriers facing family caregivers. The bill requires agencies to identify and report to Congress on actions that can be taken to streamline eligibility and assistance for family caregivers within existing programs. Social Security Cost of Living Adjustment (COLA). The Fair COLA for Seniors Act (H.R. 716) and the Social Security Cost of Living Increase Act (H.R. 1688): Proposals to adopt the Consumer Price Index for the Elderly (CPI-E) for the purpose of determining COLAs for Social Security beneficiaries; the Boosting Benefits and COLAs for Seniors Act (S. 3974): Proposal to calculate COLAs using the current Consumer Price Index for Urban Wage Earners and Clerical Workers (CPI-W) or the Consumer Price Index for the Elderly (CPI-E), whichever is greater. Social Security Expansion. The Social Security 2100 Act (H.R. 4583 and S. 2280): 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. 393 and H.R. 1046): Proposals to enhance Social Security benefits and ensure the long-term solvency of the Social Security program. The Strengthening Social Security Act (H.R. 3261): Proposals to extend the solvency of the Social Security Trust Funds and improve benefits. The Safeguarding American Families & Expanding Social Security Act (S. 5017): Proposals to update and modernize Social Security benefits and to extend solvency of the Social Security Trust Funds. The Protecting and Preserving Social Security Act (H.R. 9300 and S. 4877): Proposals 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. The Protecting Our Widows and Widowers in Retirement Act (H.R. 3926): Proposals to improve benefits for widows and widowers in two-income households. The Surviving Widow(er) Income Fair Treatment Act (SWIFT Act) (S. 2741): Proposal to increase survivors benefits for disabled widows, widowers, and surviving divorced spouses. Social Security Funding. The Medicare and Social Security Fair Share Act (H.R. 4535 and S. 1174): Proposals to close the loophole for wealthy individuals who bypass paying the net investment income tax (NIIT) and directing the revenue to the Social Security Trust Funds and to the Hospital Insurance Fund, which pays for Medicare Part A that covers inpatient care in hospitals. Social Security Privatization and Benefit Cuts. (No bill): Proposals to borrow funds to invest in the stock market, to raise the Social Security retirement age and to cut Social Security benefits for future retirees promoted by Senator Bill Cassidy and Senator Angus King. Caregiver Social Security Credits. The Social Security Caregiver Credits Act (S. 1211 and H.R. 3729): 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 2023 (H.R. 82 and S. 597) and the Public Servants Protection and Fairness Act (H.R. 4260): Proposals to repeal or modify the Government Pension Offset and Windfall Elimination Provision. Opposition to amendments that would cut Social Security benefits, including raising the retirement age. 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. (No bill): Proposal to nullify 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 through no fault of their own. 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 (No bill): Proposal 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 Security Income (SSI) Program. The Supplemental Security Income Restoration Act (H.R. 7138 and S. 2767): Proposals to strengthen and restore the SSI program. Supplemental Security Income (SSI) Program. The SSI Savings Penalty Elimination Act (S. 2767 and H.R. 5408): Proposal to amend title XVI of the Social Security Act to update the resource limit for Supplemental Security Income eligibility. The Fairness in Social Security Act (H.R. 4348): Proposal to amend the Internal Revenue Code of 1986 to exclude the portion of a lump-sum Social Security benefit payment that relates to periods prior to the taxable year from the determination of household income as it relates to SSI eligibility. Retirement Plan Distribution: IRS Notice relating to Use of an Electronic Medium to Make Participant Elections and Spousal Consents (RIN 1545-Bq50). House Committee on Aging. (H. Res. 1029): A Resolution amending the Rules of the House to reestablish a Permanent Select Committee on Aging. Retirement Plan Fiduciary Rule: U.S. Department of Labor, Employee Benefits Security Administration, Office of Regulations and Interpretations - RIN 1210-AC02; Application No. D-12057; Application No. D-12060. Supporting the Department of Labor proposed regulation to modernize the fiduciary rule to strengthen protections for retirement investors who seek professional investment advice. (H.J. Res 142 and S.J. Res 79): Opposing resolutions providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Department of Labor relating to "Retirement Security Rule: Definition of an Investment Advice Fiduciary". Social Security Administration. The Improving Social Securitys Service to Victims of Identity Theft Act (H.R. 3765 and H.R. 3784): Proposal to improve 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. Comments in support of Omitting Food from In-Kind Support and Maintenance Calculations, Docket No. SSA-2021-0014; Comments in support of Expanding the Rental Subsidy, Docket No. SSA-2023-0010; Comments in support of Intermediate Improvement to the Disability Adjudication Process Including How We Consider Past Work, Docket No. SSA-2023-0024; Comments in support of Rulemaking Expanding the Definition of a Public Assistance Household, Docket No. SSA-2023-0015; Comments supporting and strengthening rule regarding the Use of Electronic Payroll Data to Improve Program Administration, Docket No. SSA-2016-0039. Social Security Administration: Comments submitted regarding Social Security Form SSA-827 proposal (Medical Record Collection Process) and the Disability Applicant Evidence Simplification Act (DAESA) draft. Womens Retirement Security. The Womens Retirement Protection Act (S. 2627 and H.R. 5060): Proposal to amend the Employee Retirement Income Security Act of 1974 to provide for greater spousal protection under defined contribution plans. Food Security for Seniors. Farm bill reauthorization (The Farm, Food, and National Security Act of 2024, H.R. 8467; No Senate bill): opposing any cuts to future Supplemental Nutrition Assistance Program (SNAP) benefits or other harmful policies that would worsen the problem of hunger for Americas older adults and other food insecure individuals.

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

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

S.2767 - SSI Savings Penalty Elimination Act The asset limits for people with disabilities have not changed for decades, and those who receive SSI can not save money to be financially responsible. People with disabilities on SSI can not marry because their SSI would be reduced a single SSI recipient can only have $2,000 in assets and a couple who are both on SSI would be limited to $3,000 in total.

Client expense: Not reported · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 5408/S.2767 SSI Savings Penalty Elimination Act: Raise SSIs asset limits S. 320 & H.R. 883 Stop the Wait Act: Ensuring timely Access to SSDI benefits

Client expense: $10,000 · 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. The SSI Savings Penalty Elimination Act (S.2767/H.R.5408), the Stop the Wait Act (S. 320/H.R. 883), the Marriage Equality for Disabled Adults Act (H.R.6640), the Work Without Worry Act (S.2196), and the SSI Restoration Act (H.R.7138).

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

1.SECURE 2.0 Technical Corrections Discussion Draft: Legislative language that will amend SECURE 2.0 to make technical changes to a variety of provisions. 2.H.R. 3063, S.4917 Retirement Fairness for Charities and Educational Institutions Act: Would allow 403(b) plans to invest in Collective Investment Trusts or Separate Accounts that establishes investment parity with other defined contribution plans, like 401(k)s. 3.H.R. 3942 Lifetime Income for Employees (LIFE) Act: Amends the current rules for qualified default investment alternatives to facilitate the use of an annuity component that will expand the availability of guaranteed returns and guaranteed lifetime income that help savers secure their retirement futures. 4.H.R. 4237, S. 2282 Ensuring Sound Guidance Act: Would require investment advisers and ERISA retirement plan sponsors to prioritize financial returns over non-pecuniary factors when making investment decisions on behalf of their clients. 5.H.R. 4924, S. 2517 Auto Reenroll Act of 2023: The bill allows plan sponsors to re-enroll non-participants at least once every three years, unless the individual affirmatively opts-out again. The bill also permits plans to sweep all eligible employees as a group for re-enrollment and does not change the automatic enrollment safe harbors. 6.H.R. 5060, S. 2627 Womens Retirement Protection Act (WRPA): The legislation would impose spousal consent requirements on nearly all distributions from defined contribution plans. The bill also seeks to enhance financial literacy through grants to community-based organizations and also offers grants to such organizations to help low-income women and survivors of domestic abuse obtain qualified domestic relations orders. 7.H.R. 5408, S. 2767 SSI Savings Penalty Elimination Act: The legislation would increase the asset limit from $2,000 to $10,000 for an individual, and from $3,000 to $20,000 for a married couple. Increasing the limit empowers people to prepare themselves for a financial emergency and allows them to enter the workforce without worrying theyll save lose their eligibility for SSI by saving too much. 8.H.R. 6007, S. 4398 Retirement Investment in Small Employers (RISE) Act: The legislation would create a new Micro Employer Pension Plan Startup Credit in IRC Section 45E for qualified micro employers. A qualified micro employer is defined as an employer with 10 or fewer employees. The credit amount is 100% of any retirement plan administrative costs up to $2,500 for the first three years after adoption of the retirement plan. 9.H.R. 6065, S.3102 Retirement Savings for Americans Act (RSAA) of 2023: Would create a federally run retirement plan, similar to the TSP, that would be available to all private sector workers whose employer signs up for the plan. 10.S. 3305 Helping Young Americans Save for Retirement Act: The legislation would lower the minimum participation age in ERISA-covered defined contribution plans from age 21 to age 18. 11.H.R. 6757 Roth IRA Rollovers: This legislation will allow retirement savers to roll over their Roth IRA savings into a Roth account within a workplace retirement plan. 12.H.R. 6772 Expanding Access to Retirement Savings for Caregivers Act: The bill would allow individuals that took at least one year out of the workforce without receiving an earned income, for the purposes of caring for a family member, to make catch-up contributions in years prior to age 50 to their 401(k) plans, individual retirement accounts (IRAs), and other eligible retirement accounts. 13.H.R. 7162, S. 3716 401Kids Savings Account Act of 2024: This bill would create childrens savings accounts (CSAs) for every child in America that would be managed by State Treasurers. Funds from the accounts could be used for post-secondary education, starting a business, buying a house, or retirement security. 14.H.R. 7293 Automatic IRA Act of 2024: Mandates employers with 10 or more employees to implement an automatic enrollment retirement plan in the workplace. 15.H.J. Res 142, S.J. Res 79 Fiduciary Rule Congressional Review Act: A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Department of Labor relating to "Retirement Security Rule: Definition of an Investment Advice Fiduciary" 16.H.R. 10467 Retirement Simplification and Clarity Act: This legislation: 1) permits an in-service plan distribution to an individual retirement annuity on or after attainment of age 50; and (2) includes a specific reference to an individual retirement annuity as a rollover option under a simplified 402(f) safe harbor notice. 17.General Accounts Product Corrections Act: Would clarify fiduciary responsibilities for life insurance companies as it relates to investments in their general accounts. Income Security S. 2415 and H.R. 7107, the Long-Term Care Affordability Act: Would allow for tax free distributions from retirement accounts to fund LTC contracts. H.R. 133, Both provisions are in the larger bill. H.R.1185 - FAMILY Act. Issue: paid family and medical leave proposal would offer paid leave benefits via a payroll tax for birth or adoption of a child or caring for a sick family member. H.R.1940 - New Parents Act of 2019. Issue: paid family and medical leave H.R.2163 - To amend the Internal Revenue Code of 1986 to allow for tax-advantaged distributions from health savings accounts during family or medical leave, and for other purposes. Issue: paid family and medical leave S.463 - FAMILY Act. Issue: paid family and medical leave- paid family and medical leave proposal would offer paid leave benefits via a payroll tax for birth or adoption of a child or caring for a sick family member S.920 - New Parents Act of 2019. Issue: paid family and medical leave Discussion draft - CRADLE Act. Issue: paid family and medical leave - allows for a deferment of retirement benefits for paid leave benefits. Proposed FY 2020 Budget proposal on paid family and medical leave. Issue: paid family and medical leave H.R. 2694 - Pregnant Workers Fairness Act. Issue: paid family and medical leave. Concurrent Resolution on the Budget, FY2022, S.Con.Res.14. The budget resolution calls for the $3.5 trillion in long-term investments to be fully offset by a combination of new tax revenues, health care savings, and long-term economic growth. In addition, the agreement would prohibit new taxes on families making less than $400,000 per year, and on small businesses and family farms. Issue: Medicare/Dental (Expanding Medicare to include dental, vision, hearing benefits and lowering the eligibility age). H.R. 5376- Build Back Better Act This bill provides funding, establishes programs, and otherwise modifies provisions relating to a broad array of areas, including education, labor, child-care, health care, taxes, immigration, and the environment. Excepted Benefits on Supplemental Benefits-proposed tri-agency rule through HHS, Treasury and Labor. S.3680 - Paid Family and Medical Leave Tax Credit Extension and Enhancement Act Diversity and Inclusion H.R. 5084 - Improving Corporate Governance Through Diversity Act. Issue: diversity and inclusion. H.R. 5360 - Closing the Racial Wealth Gap Act. Issue: diversity and inclusion. H.R. 281 - Ensuring Diverse Leadership Act. Issue: diversity and inclusion. H.R. 7946 and S. 4464 - Federal Reserve Racial and Economic Equity Act. Issue: diversity and inclusion.

Client expense: $1,419,462 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

CONNECT for Health Act of 2023 to extend telehealth flexibilities (H.R. 4189/S. 2016); Telehealth Expansion Act of 2023 to permanently exempt HDHPs from deductibles for telehealth (S. 1001/H.R. 1843); Mental Health Professionals Workforce Shortage Loan Repayment Act of 2023 to incentivize trained MH professionals to work in shortage areas by offering loan repayment (H.R. 4933/S.462); SSI Savings Penalty Elimination Act of 2023 to raise the asset limit for SSI beneficiaries (H.R. 2408/S. 2767); Improving Access to Mental Health Act of 2023 to increase the Medicare reimbursement rate for clinical social work services (S. 838/H.R. 1638).

Client expense: Not reported · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S. 2767/H.R. 5408 SSI Savings Penalty Elimination Act (support)

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Individuals with Disabilities Act (P.L. 101-336), nondiscrimination for people with disabilities, healthcare access, accessible medical diagnostic equipment, innovative durable medical equipment, Supplemental Security Income Program, SSI In-Kind Support and Maintenance, SSI asset limit, disability marriage fairness, Marriage Equality for Disabled Adults Act, Supplemental Security Income Savings Penalty Elimination Act (H.R. 5408, S. 2767), SSI Restoration Act (H.R.3824), emergency disaster preparedness for people with SMA and other disabilities (REAADI for Disasters: S. 1049/ H.R. 2371; Pandemic and All-Hazards Preparedness Act; Disaster Relief Medicaid Act (S. 3120, H.R. 6029), Disability Pride Month Resolution; ENABLE Act (H.R. 9614/S.4539); ABLE Tomorrow Act (H.R.10296);

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

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

Disability employment tax incentives, Disability Employment Incentive Act, ABLE Act (113-295), Supplemental Security Income Savings Penalty Elimination Act (H.R. 5408, S. 2767), Supplemental Security Income (asset limit), SSI rental liability determination; ENABLE Act (H.R. 9614/S.4539); ABLE Tomorrow Act (H.R.10296);

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 2941/ S. 1332 The Recognizing The Role Of The Direct Support Professionals Act. Requested Representatives Andy Kim and Bonnie Watson Coleman to pass this into law. Requested Representative LaMonica McIver support the expansion of the Senior Community Service Employment Program (SCSEP). Requested Representative Jeff Van Drew ensure appropriate resources are given to transition from section 14(c) of the Fair Labor Standards Act. H.R.5408/S.2767 SSI Savings Penalty Elimination Act. Requested Senator Cory Booker support this bill.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

We urge Congress to pass the SSI Savings Penalty Elimination Act (H.R. 5408/S.2767) which would update asset limit in the Supplemental Security Income program.

Client expense: Not reported · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Individuals with Disabilities Act (P.L. 101-336), nondiscrimination for people with disabilities, healthcare access, accessible medical diagnostic equipment, innovative durable medical equipment, Supplemental Security Income Program, SSI In-Kind Support and Maintenance, SSI asset limit, disability marriage fairness, Marriage Equality for Disabled Adults Act, Supplemental Security Income Savings Penalty Elimination Act (H.R. 5408, S. 2767), SSI Restoration Act (H.R.3824), emergency disaster preparedness for people with SMA and other disabilities (REAADI for Disasters: S. 1049/ H.R. 2371; Pandemic and All-Hazards Preparedness Act; Disaster Relief Medicaid Act (S. 3120, H.R. 6029), Disability Pride Month Resolution; ENABLE Act (H.R. 9614/S.4539)

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

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

Disability employment tax incentives, Disability Employment Incentive Act, ABLE Act (113-295), Supplemental Security Income Savings Penalty Elimination Act (H.R. 5408, S. 2767), Supplemental Security Income (asset limit), SSI rental liability determination; ENABLE Act (H.R. 9614/S.4539)

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 2706/S.1183, The Charlotte Woodward Organ Transplant Discrimination Prevention Act, related to prohibiting discrimination on the basis of mental or physical disability in cases of anatomical gifts and organ transplants H.R. 1263 / S.533, the Transformation to Competitive Integrated Employment Act, related to assisting employers providing employment under special certificates issued under section 14(c) of the Fair Labor Standards Act of 1938 in transforming their business and program models to models that support individuals with disabilities through competitive integrated employment, to phase out the use of such special certificates, and for other purposes. H.R. 619 / S.133, the NAPA Reauthorization Act - related to extending the National Alzheimers Project Act. H.R. 485, the Protecting Health Care for All Patients Act of 2023 - To amend title XI of the Social Security Act to prohibit the use of quality-adjusted life years and similar measures in coverage and payment determinations under Federal health care programs. H.R.5408 / S.2767 - SSI Savings Penalty Elimination Act - would update SSIs asset limits ensure disabled and elderly Americans are able to prepare themselves for a financial emergency without putting the benefits they rely on to live at risk. The SSI Savings Penalty Elimination Act would raise caps to $10,000 for individuals and $20,000 for married couples, and index them to inflation moving forward. H.R.3308 - HEADs UP Act of 2023 - This bill authorizes the Department of Health and Human Services (HHS) to award grants to support health centers that provide services for individuals with developmental disabilities, including dental care. Grant recipients must provide specialized treatment to individuals with developmental disabilities as necessary. The bill also provides statutory authority for HHS to designate individuals with developmental disabilities as health-professional shortage population groups for the purposes of the National Health Service Corps (NHSC). The NHSC provides scholarships and student loan repayment awards to eligible providers who agree to work with designated populations or in areas that face shortages of primary care, dental care, and mental health care providers. H.R.3111 - Words Matter Act of 2023 - This bill removes outdated terminology in specified statutes by replacing references to mentally retarded and mental retardation with intellectual disability. Implementation of the Fair Labor Standards Act of 1938 (P.L. 75-718); Implementation of the Individuals with Disabilities Education Act (P.L. 89-110); Implementation of the National Alzheimers Project Act (P.L. 107-279); and Implementation of the Social Security Amendments of 1965 (Public Law 89-97), as amended.

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

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

SSI Savings Penalty Elimination Act (H.R. 5408/S.2767)

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S.2767 and H.R.5408, SSI Savings Penalty Elimination Act, entire bill; S. 2196, Work Without Worry Act, entire bill; H.R. 7138, SSI Restoration Act, entire bill; and H.R. 6858, Social Security Overpayment Relief Act, entire bill.

Client expense: $100,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Issues related to improved fairness in the Social Security adjudication process for veterans with 100% disability ratings (generally, no specific legislation) Social Security 2100 Act, H.R. 4583 (generally, no specific provisions) SSI Savings Penalty Eliminination Act, S.2767 (generally, no specific provisions) H.R.82/S.597, Social Security Fairness Act (generally, no specific provisions) S. 2196, Work Without Worry Act (generally, no specific provisions)

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

We urge Congress to pass the SSI Savings Penalty Elimination Act (H.R. 5408/S.2767) which would update asset limit in the Supplemental Security Income program.

Client expense: Not reported · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

1.SECURE 2.0 Technical Corrections Discussion Draft: Legislative language that will amend SECURE 2.0 to make technical changes to a variety of provisions. 2.H.R. 3063, S.4917 Retirement Fairness for Charities and Educational Institutions Act: Would allow 403(b) plans to invest in Collective Investment Trusts or Separate Accounts that establishes investment parity with other defined contribution plans, like 401(k)s. 3.H.R. 3942 Lifetime Income for Employees (LIFE) Act: Amends the current rules for qualified default investment alternatives to facilitate the use of an annuity component that will expand the availability of guaranteed returns and guaranteed lifetime income that help savers secure their retirement futures. 4.H.R. 4237, S. 2282 Ensuring Sound Guidance Act: Would require investment advisers and ERISA retirement plan sponsors to prioritize financial returns over non-pecuniary factors when making investment decisions on behalf of their clients. 5.H.R. 4924, S. 2517 Auto Reenroll Act of 2023: The bill allows plan sponsors to re-enroll non-participants at least once every three years, unless the individual affirmatively opts-out again. The bill also permits plans to sweep all eligible employees as a group for re-enrollment and does not change the automatic enrollment safe harbors. 6.H.R. 5060, S. 2627 Womens Retirement Protection Act (WRPA): The legislation would impose spousal consent requirements on nearly all distributions from defined contribution plans. The bill also seeks to enhance financial literacy through grants to community-based organizations and also offers grants to such organizations to help low-income women and survivors of domestic abuse obtain qualified domestic relations orders. 7.H.R. 5408, S. 2767 SSI Savings Penalty Elimination Act: The legislation would increase the asset limit from $2,000 to $10,000 for an individual, and from $3,000 to $20,000 for a married couple. Increasing the limit empowers people to prepare themselves for a financial emergency and allows them to enter the workforce without worrying theyll save lose their eligibility for SSI by saving too much. 8.H.R. 6007, S. 4398 Retirement Investment in Small Employers (RISE) Act: The legislation would create a new Micro Employer Pension Plan Startup Credit in IRC Section 45E for qualified micro employers. A qualified micro employer is defined as an employer with 10 or fewer employees. The credit amount is 100% of any retirement plan administrative costs up to $2,500 for the first three years after adoption of the retirement plan. 9.H.R. 6065, S.3102 Retirement Savings for Americans Act (RSAA) of 2023: Would create a federally run retirement plan, similar to the TSP, that would be available to all private sector workers whose employer signs up for the plan. 10.S. 3305 Helping Young Americans Save for Retirement Act: The legislation would lower the minimum participation age in ERISA-covered defined contribution plans from age 21 to age 18. 11.H.R. 6757 Roth IRA Rollovers: This legislation will allow retirement savers to roll over their Roth IRA savings into a Roth account within a workplace retirement plan. 12.H.R. 6772 Expanding Access to Retirement Savings for Caregivers Act: The bill would allow individuals that took at least one year out of the workforce without receiving an earned income, for the purposes of caring for a family member, to make catch-up contributions in years prior to age 50 to their 401(k) plans, individual retirement accounts (IRAs), and other eligible retirement accounts. 13.H.R. 7162, S. 3716 401Kids Savings Account Act of 2024: This bill would create childrens savings accounts (CSAs) for every child in America that would be managed by State Treasurers. Funds from the accounts could be used for post-secondary education, starting a business, buying a house, or retirement security. 14.H.R. 7293 Automatic IRA Act of 2024: Mandates employers with 10 or more employees to implement an automatic enrollment retirement plan in the workplace. 15.H.J. Res 142, S.J. Res 79 Fiduciary Rule Congressional Review Act: A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Department of Labor relating to "Retirement Security Rule: Definition of an Investment Advice Fiduciary" 16.General Accounts Product Corrections Act: Would clarify fiduciary responsibilities for life insurance companies as it relates to investments in their general accounts. Income Security S. 2415 and H.R. 7107, the Long-Term Care Affordability Act: Would allow for tax free distributions from retirement accounts to fund LTC contracts. H.R. 133, Both provisions are in the larger bill. H.R.1185 - FAMILY Act. Issue: paid family and medical leave proposal would offer paid leave benefits via a payroll tax for birth or adoption of a child or caring for a sick family member. H.R.1940 - New Parents Act of 2019. Issue: paid family and medical leave H.R.2163 - To amend the Internal Revenue Code of 1986 to allow for tax-advantaged distributions from health savings accounts during family or medical leave, and for other purposes. Issue: paid family and medical leave S.463 - FAMILY Act. Issue: paid family and medical leave- paid family and medical leave proposal would offer paid leave benefits via a payroll tax for birth or adoption of a child or caring for a sick family member S.920 - New Parents Act of 2019. Issue: paid family and medical leave Discussion draft - CRADLE Act. Issue: paid family and medical leave - allows for a deferment of retirement benefits for paid leave benefits. Proposed FY 2020 Budget proposal on paid family and medical leave. Issue: paid family and medical leave H.R. 2694 - Pregnant Workers Fairness Act. Issue: paid family and medical leave. Concurrent Resolution on the Budget, FY2022, S.Con.Res.14. The budget resolution calls for the $3.5 trillion in long-term investments to be fully offset by a combination of new tax revenues, health care savings, and long-term economic growth. In addition, the agreement would prohibit new taxes on families making less than $400,000 per year, and on small businesses and family farms. Issue: Medicare/Dental (Expanding Medicare to include dental, vision, hearing benefits and lowering the eligibility age). H.R. 5376- Build Back Better Act This bill provides funding, establishes programs, and otherwise modifies provisions relating to a broad array of areas, including education, labor, child-care, health care, taxes, immigration, and the environment. Excepted Benefits on Supplemental Benefits-proposed tri-agency rule through HHS, Treasury and Labor. S.3680 - Paid Family and Medical Leave Tax Credit Extension and Enhancement Act Diversity and Inclusion H.R. 5084 - Improving Corporate Governance Through Diversity Act. Issue: diversity and inclusion. H.R. 5360 - Closing the Racial Wealth Gap Act. Issue: diversity and inclusion. H.R. 281 - Ensuring Diverse Leadership Act. Issue: diversity and inclusion. H.R. 7946 and S. 4464 - Federal Reserve Racial and Economic Equity Act. Issue: diversity and inclusion.

Client expense: $809,027 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

United Spinal supports: H.R. 5408 / S. 2767, the SSI Savings Penalty Elimination Act, introduced by Representative Brian Higgins (D- NY-26) and Senator Sherrod Brown (D-OH). In July, United Spinal supported a statement submitted by the cochairs of the Social Security Task Force of the Consortium for Citizens with Disabilities (CCD) of which we are a member, concerning a House hearing on June 18, 2024, entitled Work and Social Security Disability Benefits: Addressing Challenges and Creating Opportunities. The hearing was held on the important topic of barriers to workforce participation for Social Security Disability Insurance (SSDI) and Supplemental Security Income (SSI) beneficiaries. United Spinal, as a member of the Social Security Task Force (SSTF) of the Consortium for Constituents (CCD) with Disabilities, signed on to comments submitted to the Social Security Administrations (SSA) Commissioner, Martin OMalley in response to SSA Seeking to Simplify the Medical Record Collection Process. Concerns were expressed about the SSA-827 Proposal. The comments read in part, the SSA-827 form represents an important balance of protecting claimant privacy by requiring explicit authorization for the SSA to solicit the medical, education, and employment history necessary to adjudicate disability claims. Requested Members of Congress co-sponsor the Ensuring Access to Medicaid Buy-In Program Act.

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

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

United Spinal supports: S. 4910. ABLE Awareness Act - will provide $50 million per year for 4 years to states and consortia to increase ABLE awareness S.4911. ABLE Employment Flexibility Act - allows employer to contribute to an employees ABLE account in lieu of a 401k so that employees can save for retirement without fear of losing the federal benefits they rely on. S. 4909. ABLE Direct Deposit Act - affirms that direct deposits from employers or government programs can be made to ABLE accounts. H.R. 5408 / S. 2767, the SSI Savings Penalty Elimination Act, introduced by Representative Brian Higgins (D- NY-26) and Senator Sherrod Brown (D-OH).

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 9029, Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act, 2025 S. 1212, Securing and Enabling Commerce Using Remote and Electronic (SECURE) Notarization Act of 2023 S. 2767, SSI Savings Penalty Elimination Act S.J.Res 79, Joint Resolution Providing for Congressional Disapproval under Chapter 8 of title 5, United States Code, of the Rule Submitted by the Department of Labor Relating to Retirement Security Rule: Definition of an Investment Advice Fiduciary Draft legislation titled Pension Budget Integrity Act Various issues relating to multiemployer pension plans; the multiemployer pension recapitalization and reform plan (MPRRP); single employer defined contribution plans and defined benefit plans; tax reform and employer-provided retirement plans; Pension Benefit Guaranty Corporation premiums; e-delivery of retirement plan disclosures and notices; funding for single employer pension plans; remote notarization and remote witnessing procedures; brokerage windows in self-directed retirement plans; retirement security for all and defined benefit plan improvements; U.S. Department of Labors review of the definition of investment advice fiduciary; auto-portability of retirement plans; implementation of Internal Revenue Code Section 411(d)(6), relationship to in-service early retirement distributions; implementation and technical corrections of the SECURE 2.0 Act (P.L. 117-328); retirement savings lost and found searchable database as provided for in section 303 of the SECURE 2.0 Act; proposed amendment to Prohibited Transaction Class Exemption 84-14 (the QPAM Exemption) (RIN 1210-ZA07)

Client expense: $14,750,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Treasury, Dept of

S. 2767/H.R. 5408 SSI Savings Penalty Elimination Act (support)

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

No bill number. Discussed the Department of Labors Retirement Security Rule. H.J.Res.140 - Providing for congressional disapproval of the rule submitted by the Department of Labor relating to "Amendment to Prohibited Transaction Exemption 2020-02. H.J.Res.141 - Providing for congressional disapproval of the rule submitted by the Department of Labor relating to "Amendment to Prohibited Transaction Exemption 84-24" H.J.Res.142 - Providing for congressional disapproval of the rule submitted by the Department of Labor relating to "Retirement Security Rule: Definition of an Investment Advice Fiduciary" H.J.Res.143 - Providing for congressional disapproval of the rule submitted by the Department of Labor relating to "Amendment to Prohibited Transaction Exemptions 75-1, 77-4, 80-83, 83-1, and 86-128" S.J.Res.79 - A joint resolution providing for congressional disapproval of the rule submitted by the Department of Labor relating to "Retirement Security Rule: Definition of an Investment Advice Fiduciary. S.4398, /H.R. 6007, the Retirement Investment in Small Employers Act. S. 3102/H.R. 6065, the Retirement Savings for Americans Act. H.R. 7293, the Automatic IRA Act of 2024. S. 2517/H.R. 4924, the Auto Reenroll Act of 2023. No bill number. Discussed retirement issues. No bill number. Discussed improving retirement disclosures. No bill number. Discussed Social Security solvency and financing. No bill number. Discussed fast track entitlement and fiscal commission. S. 597/H.R. 82, the Social Security Fairness Act of 2023. H.R. 5342, the Equal Treatment of Public Servants Act of 2023. H.R. 4206, the Public Servants Protection and Fairness Act of 2023. H.R. 9385, the Protecting Americans from Social Security Clawbacks Act. H.R. 7697, the Dignity and Autonomy for Our Supplemental Security Income PNA Beneficiaries Act. No bill number. Discussed customer service at the Social Security Administration. No bill number. Discussed employment information and denied Social Security disability benefits. No bill number. Discussed payroll tax for federal catastrophic long-term care insurance and Social Security. S. 2767/H.R. 5408, the SSI Savings Penalty Elimination Act. No bill number. Discussed Social Security Administration improper benefit payments. H.R. 716, the Fair COLA for Seniors Act of 2023.

Client expense: $4,820,000 · Firm income: Not reported

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

S.2767 - SSI Savings Penalty Elimination Act The asset limits for people with disabilities have not changed for decades, and those who receive SSI can not save money to be financially responsible. People with disabilities on SSI can not marry because their SSI would be reduced a single SSI recipient can only have $2,000 in assets and a couple who are both on SSI would be limited to $3,000 in total.

Client expense: Not reported · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 824 - Telehealth Benefit Expansion for Workers Act of 2023 H.R. 1202 / S. 704 - Resident Education Deferred Interest (REDI) Act H.R. 2389 - Resident Physician Shortage Reduction Act of 2023 H.R. 2400 / S. 1165 - Reentry Act of 2023 H.R. 2474 - Strengthening Medicare for Patients and Providers Act H.R. 3073 / S. 1452 - Community Mental Wellness and Resilience Act H.R. 3432 / S. 3651 - Telemental Health Care Access Act of 2023 H.R. 3946/S. 1800 - FASD Respect Act H.R. 4189 / S. 2016 - CONNECT for Health Act of 2023 H.R. 4892 / S. 3921 - Medicaid Bump Act H.R. 4933 / S. 462 - Mental Health Professionals Workforce Shortage Loan Repayment Act H.R. 4942 / S. 665 - Conrad State 30 and Physician Access Reauthorization Act H.R. 5116 / S. 2688 - Behavioral Health Information Technology (BHIT) Coordination Act H.R. 5819 / S. 1378 - COMPLETE Care Act H.R. 6683 - Preserving Seniors Access to Physicians Act of 2023 H.R. 7153 / S. 3679 - Dr. Lorna Breen Health Care Provider Protections Reauthorization Act H.R. 3305 / S. 1606 - Black Maternal Health Momnibus Act H.R. 3226 / S. 1573 - Prematurity Research Expansion and Education for Mothers who deliver Infants Early (PREEMIE) Reauthorization Act of 2023 H.R. 3312 / S. 1602 - Moms Matter Act H.R. 3838 / S. 2415 - Preventing Maternal Deaths Reauthorization Act of 2023 H.R. 7024 - Tax Relief for American Families and Workers Act of 2024 H.R. 8458 / S. 669- Increasing Mental Health Options Act of 2024 H.R. 8543 / S. 2993 - To amend the Social Security Act and the Public Health Service Act to permanently authorize certified community behavioral health clinics, and for other purposes H.R. 8680 - To authorize the Secretary of Health and Human Services, acting through the Assistant Secretary for Mental Health and Substance Use, to award grants to train community mental wellness workers H.R. 8702/ S .4532 - To amend title XVIII of the Social Security Act to establish requirements with respect to the use of prior authorization under Medicare Advantage plans H.R.8767 - To amend title XIX of the Social Security Act to remove the exclusion from medical assistance under the Medicaid program of items and services for patients in an institution for mental diseases S. 1339 - Pharmacy Benefit Reform Manager Act H.R. 7891 / S. 1409 - Kids Online Safety Act H.R. 7890 / S. 1418 - Children and Teens Online Privacy Protection Act (COPPA 2.0) H.R. 4531 / S. 3106 - SUPPORT for Patients and Communities Reauthorization Act H.R. 6663 / S. 3364 - Kid PROOF Act of 2023 S. 3430 - Better Mental Health Care, Lower-Cost Drugs, and Health Extenders Act S. 3157 - More Behavioral Health Providers Act of 2023 H.R. 7619 / S. 3158 - Expand the Behavioral Health Workforce Now Act H.R.6928 - CONNECT Act of 2024 H.R.6961 / S. 3010 - Nutrition CARE Act of 2024 H.R. 6982 / S. 3579 - Gambling Addiction, Recovery, Investment, and Treatment Act H.R. 7050 - Substance Use Disorder Workforce Act of 2024 H.Res. 1089 / S.Res.567 - Health Workforce Well-being Day of Awareness Resolution S. 2556 - Improving Coordination and Access to Resources Equitably (CARE) for Youth Act H.R. 5408 / S. 2767 - SSI Savings Penalty Elimination Act H.R.7301 - Certified Community Behavioral Health Clinic Expansion Act of 2024 H.R. 7808 - EARLY Minds Act H.R. 7265 / S. 3779 - Child Suicide Prevention and Lethal Means Act S. 3638 - Dependent Controlled Substance Transparency Act H.R. 7265 / S. 3379 Child Suicide Prevention & Lethal Means Safety Act H.R.7708 - To amend title XVIII of the Social Security Act to require MA organizations offering network-based plans to maintain an accurate provider directory, and for other purposes H.R.8575 - Michelle Alyssa Go Act H.R. 7258 / S. 3968 - A bill to amend the Public Health Service Act to provide community-based training opportunities for medical students in rural areas and medically under-served communities, and for other purposes S.4023 - Behavioral Health Network and Directory Improvement Act S.4358 - Preventing and Treating Substance Use Disorders Among Older Adults Act APA engaged with SAMHSA on Harm Reduction strategies and agency framework Sent letter to the FDA on the planning of the Clozapine REMS re-evaluation meeting FDA engagement through APAs involvement with the FDA Total Product Life Cycle Advisory Program Meeting with SAMHSA and FDA on continued Stimulant Shortage APA met with DOL, HHS, and Treasury to Discuss Parity APA meeting with ONC on priorities impacting Mental Health Integration and AI APA meeting with CDC on workplace mental health and wellness Signed onto AMA letter on Medicare physician payment reform S.4935- Physician Fee Stabilization Act H.R. 6371 - the Provider Reimbursement Stability Act H.R. 2474 - Strengthening Medicare for Patients and Providers Act H.R. 5013 / S. 3503 - Value in Health Care (VALUE) Act H.R. 1770 / S. 2477 - Equitable Community Access to Pharmacist Services Act. Signed AMA letter in opposition H.R.6664 / S. 4905- Innovation in Pediatric Drugs Act of 2023 H.R.9133 / S. 4835- The Primary and Behavioral Health Care Access Act H.R. 2630 / S. 652 - the Safe Step Act H.R. 9581 - STAR Plus Scholarship Act H.R. 8715 - NEST Act H.R. 9577- Stabilization to Prevent (STOP) Suicide Act H.R. 9656 - Career and Technical Education (CTE) Student Mental Health and Wellness Act S. 5146- Medical Graduate Investment Act of 2024 H.R. 9688 - Keep Kids Covered Act

Client expense: $244,222 · Firm income: Not reported

Government targets: Executive Office of the President (EOP), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, Treasury, Dept of

Improvements to Social Security Act Title II and Title XVI for people with disabilities. Supplemental Security Income program issues, provisions dealing with persons with disabilities. Social Security Disability program issues, provisions dealing with persons with disabilities. The SSI Savings Penalty Elimination Act (S.2767/H.R.5408), the Stop the Wait Act (S. 320/H.R. 883), the Marriage Equality for Disabled Adults Act (H.R.6640), the Work Without Worry Act (S.2196), and the SSI Restoration Act (H.R.7138).

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 2941/S.1332, Recognizing the Role of Direct Support Professionals Act, all provisions H.R. 2965/S.1333, Autism Family Caregivers Act of 2023, all provisions H.R. 3380, HEADs UP Act of 2023, all provisions H.R. 5408/S.2767, SSI Savings Penalty Elimination Act, all provisions H.R. 5893, Commerce, Justice, Science, and Related Agencies Appropriations Act, 2024, provisions related to funding for Kevin and Avontes Law H.R. 5894, Making appropriations for the Departments of Labor, Health and Human Services, and Education, and related agencies for the fiscal year ending September 30, 2024, and for other purposes, 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 H.R. 6468, Ban Water Beads Act, all provisions H.R. 7213/S.4762, Autism CARES Act of 2024, all provisions H.R. 7300, Family-to-Family Reauthorization Act of 2024, all provisions H.R. 8018/S.3109, Alleviating Barriers for Caregivers Act, all provisions H.R. 8774, Department of Defense Appropriations Act, 2025, provisions related to the congressionally directed medical research autism research program H.R. 9026, Making appropriations for the Departments of Commerce and Justice, Science, and Related Agencies for the fiscal year ending September 30, 2025, and for other purposes, provisions related to funding for Kevin and Avontes Law H.R. 9027, Making appropriations for Agriculture, Rural Development, Food and Drug Administration, and Related Agencies programs for the fiscal year ending September 30, 2025, and for other purposes, a proposal to limit the Food and Drug Administration's ability to restrict certain uses of a device under certain circumstances H.R. 9028, Making appropriations for the Departments of Transportation, and Housing and Urban Development, and related agencies for the fiscal year ending September 30, 2025, and for other purposes, a proposal for research at the Department of Housing and Urban Development on autism and housing H.R. 9029, Making appropriations for the Departments of Labor, Health and Human Services, and Education, and related agencies for the fiscal year ending September 30, 2025, and for other purposes, 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, vocational rehabilitation, and special education programs at the Department of Education S. 4298, Esthers Law, all provisions S. 4539/H.R. 9614, ENABLE Act, all provisions H.R.9436 - SPECTRUM Act, all provisions S.4921 - Department of Defense Appropriations Act, 2025, provisions related to the congressionally directed medical research autism research program S.4942 - Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act, 2025, 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, vocational rehabilitation and special education programs at the Department of Education S.4796 - Transportation, Housing and Urban Development, and Related Agencies Appropriations Act, 2025 a proposal for research at the Department of Housing and Urban Development on autism and housing S. 3076, Disability Employment Incentive Act, all provisions S. 2522/H.R. 5102, ABLE Match Act, all provisions S. 4910, ABLE Awareness Act, all provisions S. 4911, ABLE Employment Flexibility Act, all provisions S. 3528, Supporting Disabled Entrepreneurs Act, all provisions H.R. 2706/S. 1183, Charlotte Woodward Organ Transplant Discrimination Prevention Act, all provisions H.R. 670/S. 4741, Think Differently Database Act, all provisions A proposal for the creation of an Office of Caregiver Health at the Department of Health and Human Services A bill not yet introduced to enhance incentives to create accessible and inclusive workplaces

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

Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE

Kids Online Safety Act (S. 1409/H.R. 7891); Children and Teens Online Privacy Protection Act (S. 1418/H.R. 7890); Legislation to Protect Young People Online; Pediatric Subspecialty Loan Repayment Program Funding and Program Implementation (HRSA); Adolescent Health Issues (Department of Health and Human Services Office of the Assistant Secretary for Health; Regulation of Tobacco Products (including Proposed Menthol Cigarette and Flavored Cigar Prohibition) (FDA); Innovation in Pediatric Drugs Act (H.R. 6664) Child passenger safety; Appropriations for the Indian Health Service (IHS); Appropriations for Environmental Programs (including EPA); Maternal, Infant, and Early Childhood Home Visiting Program Reauthorization & Implementation (HRSA, CMS, HHS, ACF); Infant sleep product safety (CPSC); Lead exposure prevention (EPA, CDC, HUD); Food safety (FDA, EPA, CDC); Paid family and medical leave; Regulation of high-powered magnet sets (CPSC); Climate change, Inflation Reduction Act Implementation (CPSC); Vehicle emissions standards (EPA, NHTSA); Button battery ingestions (CPSC); Early childhood education (HHS); Child protection safety and injury prevention (CPSC); Furniture tip-overs (CPSC); Child Abuse Prevention and Treatment Act (CAPTA) Reauthorization; CAPTA Plans of safe care grants (ACF, HHS ASPE); Family First Prevention Services Act implementation (ACF); CAPTA Fatalities Prevention and Response (HHS); Title IV-B Reauthorization (including H.R. 9076: Protecting Americas Children by Strengthening Families Act) (ACF); Congregate care reform (HHS, ACF); Mental health supports for foster youth/former foster youth (HHS); Mercury and Air Toxics Standards, ozone and particulate matter NAAQS, EPA greenhouse gas regulation (EPA); QRTP/IMDs (including H.R. 4056 - Ensuring Medicaid Continuity for Children in Foster Care Act of 2023) (ACF); Firearm Violence Prevention (Including Research Funding; Background Checks) (WH Domestic Policy Council; WH Office of Gun Violence Prevention; CDC; NIH; DOJ); Pregnant Workers Fairness Act Implementation (EEOC); Childcare Funding & Resources (HHS); Native American Child Health (DOI, EPA, HHS); Water Beads (including H.R. 4648: Ban Water Beads Act; S. 4298: Esthers Law (CPSC) Continuous Eligibility for Children in Medicaid and CHIP (including H.R. 9688 - Keep Kids Covered Act) (HHS/CMS); Medicaid Payment Parity (including H.R. 952 - Kids Access to Primary Care Act) (HHS/CMS); Access to Care in Medicaid/CHIP (HHS/CMS); Postpartum Medicaid Extension and Maternal Health Improvements; Medicaid/CHIP renewal policies (HHS/CMS); QRTP/IMDs (including H.R. 4056 - Ensuring Medicaid Continuity for Children in Foster Care Act of 2023, and S. 3196 - Ensuring Medicaid Continuity for Children in Foster Care Act of 2023); Accelerating Kids Access to Care Act (HR 4758, S 2372); Medicaid Early and Periodic Screening, Diagnostic, and Treatment requirement (HHS/CMS); Vaccines for Children program improvements (HHS/CMS, CDC); Medicaid prior authorization and medical necessity determinations Standards in ORR Custody (ORR, HHAS); Licensure of ORR Shelters (ORR, HHS); Public Charge; Child Nutrition Reauthorization/WIC (USDA); SNAP/Farm Bill (USDA); Mental Health for Children (HRSA); H.R. 6, DREAM Act; Medical Nutrition Equity Act; Lift the Bar Act (H.R. 4170/S. 2038); PAHPA Reauthorization; CARE for Families Act HR 3107; WIC Act (S. 1604/H.R. 3364); MODERN WIC Act (S. 984/H.R. 2424) FY25 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, Healthy Start, Section 317 Immunization Grants; FY25 Agriculture, Rural Development, Food and Drug Administration Appropriations Bill: Pediatric Device Consortia; Newborn Screening Saves Lives Reauthorization Act; FY25 National Defense Authorization Act (Department of Defense / Defense Health Agency); Defense Health Agency - Autism Care Demonstration (Department of Defense / Defense Health Agency); Defense Health Agency - Fluoride varnish (Department of Defense / Defense Health Agency); Improving the Health of Children Act; Strengthening the Vaccines for Children Program Act; Banning Electronic Stimulation Devices (FDA); SSI Savings Penalty Elimination Act (S.2767/H.R.5408); HCBS Access Act (S.762/H.R. 1493); Better Care Better Jobs Act (S.100/H.R. 547); Autism Family Caregivers Act; PREVENT HPV Cancers Act (H.R. 3633); Supplemental Security Income Equality Act (H.R. 256); IDEA Full Funding Act (S.2217/H.R.4519); Promoting Physical Activity for Americans Act (S.397); Pandemic and All Hazards Preparedness Act (PAHPA); PREEMIE Reauthorization Act (H.R. 3226/S. 1573); Autism CARES Act of 2024 (H.R. 7213/S.4762); Supplemental Security Income/Social Security (Social Security Administration); School Access to Naloxone Act (H.R. 3065); HEADs UP Act (H.R. 3380); Preventing Maternal Deaths Reauthorization Act of 2023 (S. 2415/H.R.3838); SHINE for Autumn Act (H.R.5012/S.2647); Artificial Intelligence; Congenital Heart Futures Reauthorization Act (S.3757/H.R.7189); HERO Act (H.R. 6251); SSI Restoration Act (H.R. 7138); NURSE Act (S. 3953/H.R. 3197); Vaccines for Children coverage of Nirsevimab and COVID-19 immunizations (CDC, HHS); WEAR IT Act (H.R. 6279); Probiotic use in the NICU (FDA, CDC, NIH) Strengthening Efforts to End Violence Against Children Act (H.R. 4798); MINDS Act (H.R. 1570/S. 767); Implementation of the Global Child Thrive Act (USAID); FY26 Appropriations - global child health accounts impacting children and youth at USAID (Vulnerable Children, International Basic Education, Maternal and Child Health, Nutrition), Combating Child, Early and Forced Marriage, McGovern-Dole International Food for Education and Child Nutrition Program, Department of State Child Protection Compact (CPC) Partnership, Violence Against Children and Youth Surveys, CEIU, ILAB, UNICEF, IDA, MRA, PEPFAR (OMB); Violence Against Children Ministerial Meeting (HHS, NSC, USAID); U.S. Government pledge at the 2025 Nutrition for Growth Summit (USAID)

Client expense: $170,000 · 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), Federal Trade Commission (FTC), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Homeland Security, Dept of (DHS), Justice, Dept of (DOJ), Natl Highway Traffic Safety Administration (NHTSA), Natl Institutes of Health (NIH), Office of Management & Budget (OMB), Office of Science & Technology Policy (OSTP), SENATE, State, Dept of (DOS), Substance Abuse & Mental Health Services Administration (SAMHSA), U.S. Agency for International Development (USAID), White House Office

Older Americans Act Reauthorization. The Older Americans Act Reauthorization Act of 2024 (S. 4776): Proposals to reauthorize the Older Americans Act (OAA) of 1965 and to increase the authorization of appropriations for OAA programs, which is the major federal discretionary funding source for home and community-based services for older adults and their caregivers. Programs supported through the OAA include home-delivered and congregate nutrition services, in-home supportive services, transportation, caregiver support, community service employment, health and wellness programs, the long-term care ombudsman program, services to prevent the abuse, neglect, and exploitation of older adults, and other supportive services. Medicare, Medicaid and Social Security. The Alleviating Barriers for Caregivers (ABC) Act (H.R. 8018 and S. 3109): Proposals would require HHS and SSA to review application processes, procedures, forms, and communications for Medicare, Medicaid, Childrens Health Insurance Program, and Social Security programs in order to reduce administrative barriers facing family caregivers. The bill requires agencies to identify and report to Congress on actions that can be taken to streamline eligibility and assistance for family caregivers within existing programs. Social Security Cost of Living Adjustment (COLA). The Fair COLA for Seniors Act (H.R. 716) and the Social Security Cost of Living Increase Act (H.R. 1688): Proposals to adopt the Consumer Price Index for the Elderly (CPI-E) for the purpose of determining COLAs for Social Security beneficiaries; the Boosting Benefits and COLAs for Seniors Act (S. 3974): Proposal to calculate COLAs using the current Consumer Price Index for Urban Wage Earners and Clerical Workers (CPI-W) or the Consumer Price Index for the Elderly (CPI-E), whichever is greater. Social Security Expansion. The Social Security 2100 Act (H.R. 4583 and S. 2280): 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. 393 and H.R. 1046): Proposals to enhance Social Security benefits and ensure the long-term solvency of the Social Security program. The Strengthening Social Security Act (H.R. 3261): Proposals to extend the solvency of the Social Security Trust Funds and improve benefits. The Safeguarding American Families & Expanding Social Security Act (S. 5017): Proposals to update and modernize Social Security benefits and to extend solvency of the Social Security Trust Funds. The Protecting and Preserving Social Security Act (H.R. 9300 and S. 4877): Proposals 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. The Protecting Our Widows and Widowers in Retirement Act (H.R. 3926): Proposals to improve benefits for widows and widowers in two-income households. The Surviving Widow(er) Income Fair Treatment Act (SWIFT Act) (S. 2741): Proposal to increase survivors benefits for disabled widows, widowers, and surviving divorced spouses. Social Security Funding. The Medicare and Social Security Fair Share Act (H.R. 4535 and S. 1174): Proposals to close the loophole for wealthy individuals who bypass paying the net investment income tax (NIIT) and directing the revenue to the Social Security Trust Funds and to the Hospital Insurance Fund, which pays for Medicare Part A that covers inpatient care in hospitals. Social Security Privatization and Benefit Cuts. (No bill): Proposals to borrow funds to invest in the stock market, to raise the Social Security retirement age and to cut Social Security benefits for future retirees promoted by Senator Bill Cassidy and Senator Angus King. Caregiver Social Security Credits. The Social Security Caregiver Credits Act (S. 1211 and H.R. 3729): 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 2023 (H.R. 82 and S. 597) and the Public Servants Protection and Fairness Act (H.R. 4260): 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. (No bill): Proposal to nullify 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 through no fault of their own. 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 (No bill): Proposal 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 Security Income (SSI) Program. The Supplemental Security Income Restoration Act (H.R. 7138 and S. 2767): Proposals to strengthen and restore the SSI program. Supplemental Security Income (SSI) Program. The SSI Savings Penalty Elimination Act (S. 2767 and H.R. 5408): Proposal to amend title XVI of the Social Security Act to update the resource limit for Supplemental Security Income eligibility. The Fairness in Social Security Act (H.R. 4348): Proposal to amend the Internal Revenue Code of 1986 to exclude the portion of a lump-sum Social Security benefit payment that relates to periods prior to the taxable year from the determination of household income as it relates to SSI eligibility. Retirement Plan Distribution: IRS Notice relating to Use of an Electronic Medium to Make Participant Elections and Spousal Consents (RIN 1545-Bq50). House Committee on Aging. (H. Res. 1029): A Resolution amending the Rules of the House to reestablish a Permanent Select Committee on Aging. Retirement Plan Fiduciary Rule: U.S. Department of Labor, Employee Benefits Security Administration, Office of Regulations and Interpretations - RIN 1210-AC02; Application No. D-12057; Application No. D-12060. Supporting the Department of Labor proposed regulation to modernize the fiduciary rule to strengthen protections for retirement investors who seek professional investment advice. (H.J. Res 142 and S.J. Res 79): Opposing resolutions providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Department of Labor relating to "Retirement Security Rule: Definition of an Investment Advice Fiduciary". Social Security Administration. The Improving Social Securitys Service to Victims of Identity Theft Act (H.R. 3765 and H.R. 3784): Proposal to improve 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. Comments in support of Omitting Food from In-Kind Support and Maintenance Calculations, Docket No. SSA-2021-0014; Comments in support of Expanding the Rental Subsidy, Docket No. SSA-2023-0010; Comments in support of Intermediate Improvement to the Disability Adjudication Process Including How We Consider Past Work, Docket No. SSA-2023-0024; Comments in support of Rulemaking Expanding the Definition of a Public Assistance Household, Docket No. SSA-2023-0015; Comments supporting and strengthening rule regarding the Use of Electronic Payroll Data to Improve Program Administration, Docket No. SSA-2016-0039. Social Security Administration: Comments submitted regarding Social Security Form SSA-827 proposal (Medical Record Collection Process) and the Disability Applicant Evidence Simplification Act (DAESA) draft. Womens Retirement Security. The Womens Retirement Protection Act (S. 2627 and H.R. 5060): Proposal to amend the Employee Retirement Income Security Act of 1974 to provide for greater spousal protection under defined contribution plans. Food Security for Seniors. Farm bill reauthorization (The Farm, Food, and National Security Act of 2024, H.R. 8467; No Senate bill): opposing any cuts to future Supplemental Nutrition Assistance Program (SNAP) benefits or other harmful policies that would worsen the problem of hunger for Americas older adults and other food insecure individuals.

Client expense: $200,000 · 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

H.R. 2941/S.1332, Recognizing the Role of Direct Support Professionals Act, all provisions H.R. 2965/S.1333, Autism Family Caregivers Act of 2023, all provisions H.R. 3380, HEADs UP Act of 2023, all provisions H.R. 5408/S.2767, SSI Savings Penalty Elimination Act, all provisions H.R. 5893, Commerce, Justice, Science, and Related Agencies Appropriations Act, 2024, provisions related to funding for Kevin and Avontes Law H.R. 5894, Making appropriations for the Departments of Labor, Health and Human Services, and Education, and related agencies for the fiscal year ending September 30, 2024, and for other purposes, 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 H.R. 6468, Ban Water Beads Act, all provisions H.R. 7213/S.4762, Autism CARES Act of 2024, all provisions H.R. 7300, Family-to-Family Reauthorization Act of 2024, all provisions H.R. 8018/S.3109, Alleviating Barriers for Caregivers Act, all provisions H.R. 8774, Department of Defense Appropriations Act, 2025, provisions related to the congressionally directed medical research autism research program H.R. 9026, Making appropriations for the Departments of Commerce and Justice, Science, and Related Agencies for the fiscal year ending September 30, 2025, and for other purposes, provisions related to funding for Kevin and Avontes Law H.R. 9027, Making appropriations for Agriculture, Rural Development, Food and Drug Administration, and Related Agencies programs for the fiscal year ending September 30, 2025, and for other purposes, a proposal to limit the Food and Drug Administration's ability to restrict certain uses of a device under certain circumstances H.R. 9028, Making appropriations for the Departments of Transportation, and Housing and Urban Development, and related agencies for the fiscal year ending September 30, 2025, and for other purposes, a proposal for research at the Department of Housing and Urban Development on autism and housing H.R. 9029, Making appropriations for the Departments of Labor, Health and Human Services, and Education, and related agencies for the fiscal year ending September 30, 2025, and for other purposes, 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, vocational rehabilitation, and special education programs at the Department of Education S. 4298, Esthers Law, all provisions S. 4539/H.R. 9614, ENABLE Act, all provisions H.R.9436 - SPECTRUM Act, all provisions S.4921 - Department of Defense Appropriations Act, 2025, provisions related to the congressionally directed medical research autism research program S.4942 - Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act, 2025, 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, vocational rehabilitation and special education programs at the Department of Education S.4796 - Transportation, Housing and Urban Development, and Related Agencies Appropriations Act, 2025 a proposal for research at the Department of Housing and Urban Development on autism and housing S. 3076, Disability Employment Incentive Act, all provisions S. 2522/H.R. 5102, ABLE Match Act, all provisions S. 4910, ABLE Awareness Act, all provisions S. 4911, ABLE Employment Flexibility Act, all provisions S. 3528, Supporting Disabled Entrepreneurs Act, all provisions H.R. 2706/S. 1183, Charlotte Woodward Organ Transplant Discrimination Prevention Act, all provisions H.R. 670/S. 4741, Think Differently Database Act, all provisions A proposal for the creation of an Office of Caregiver Health at the Department of Health and Human Services A bill not yet introduced to enhance incentives to create accessible and inclusive workplaces

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

Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE