SSI Savings Penalty Elimination Act

Supplemental Security issues H.R.2540/S.1234, Savings Penalty Elimination Act, Entirety H.R.7828/S.4001, Supplemental Security Restoration Act, Entirety

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 869/S.343, Keep Our PACT Act, all provisions H.R. 1520/S. 1782, CharlotteWoodwardOrgan Transplant Discrimination Prevention Act, all provisions H.R. 2540/S.1234, SSI Savings Penalty Elimination Act, all provisions H.R. 2598/S.1277, IDEA Full Funding Act, all provisions H.R. 3049, HEADs UP Act of 2025, all provisions H.R. 3939, RISE Act, all provisions H.R. 4086, Autism Family Caregivers Act, all provisions H.R. 4644/S.2459, ABLE Employment Flexibility Act, all provisions H.R. 6147/S. 3211, Recognizing the Role of Direct Support Professionals Act, all provisions H.R. 6602/S.4089, Supporting Blue Envelope Programs Act, all provisions H.R.8298, SSISavingsandEfficiencyAct of 2026, all provisions H.R. 8540/S. 5321, HCBS Access Act, all provisions H.R. 8620, CARES Hotline Act, all provisions H.R. 8845, Commerce, Justice, Science, and Related Agencies Appropriations Act, 2027, provisions related to funding for the Kevin and Avonte's Law Program H.R. 9260, Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act, 2027, 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.9495, Department of Defense Appropriations Act, 2027, provisions related to funding for the congressionally directed medical research autism research program H.R. 9809, Disabled Access Credit Modernization Act, all provisions H.R. 10049/S. 5285, Visitable Inclusive Tax Credits for Accessible Living (VITAL) Act, all provisions H.R. 10446, Incentivizing Small Business Employee Retention Act of 2026, all provisions S. 4492, ABLE MATCH (Making Able a Tool to Combat Hardship) Act, all provisions S. 4493, A bill to clarify the use of direct deposit for contributions to ABLE programs, all provisions S. 4498, ABLE Tomorrow Act, all provisions S.4784, National Defense Authorization Act for Fiscal Year 2027, provisions related to the Exceptional Family Member Program and TRICARE Autism Care Demonstration S. 5006, Work Without Worry Act of 2026, all provisions Implementation of Public Law 118-80, Autism CARES Act of 2024, all provisions Implementation of Medicaid home and community-based services policies Implementation of Medicaid program integrity policies related to autism services A bill not yet introduced to permanently extend the Money Follows the Person program and protections against spousal impoverishment for recipients of Medicaid home and community based services A bill not introduced related to Fiscal Year 2027 appropriations by the Senate, provisions related to funding autism research and services at the National Institutes of Health, Centers for Disease Control and Prevention, Health Resources and Services Administration; assistive technology programs and special education at the Department of Education; study of housing needs of autistic adults at the Department of Housing and Urban Development, funding for the Kevin and Avonte's Law Program; and the congressionally directed medical research autism research program A bill not yet introduced in the Senate to enhance skills related to family caregivers and developmental disabilities A bill not yet introduced to reauthorize the Kevin and Avonte's Law program

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

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

H.R8490/S.4396 - Social Security Caregiver Credit Act - All provisions S 1234/H.R.2540-SSI Savings Penalty Elimination Act - All provisions

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Older Americans Act Reauthorization. The Older Americans Act Reauthorization Act (S. 2120): 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. Social Security Cost of Living Adjustment (COLA). The Fair COLA for Seniors Act (No bill) and the Social Security Cost of Living Increase Act (No bill): 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. 3059/H.R. 5841): 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. 9519/S. 5042): 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. 770 and H.R. 1700): Proposals to enhance Social Security benefits and ensure the long-term solvency of the Social Security program. The Strengthening Social Security Act (H.R. 9296): Proposals to extend the solvency of the Social Security Trust Funds and improve benefits. The Safeguarding American Families & Expanding Social Security Act (S. 3462 and H.R. 9415): 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 (S. 2614 and H.R. 4968): 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 (No bill): Proposals to improve benefits for widows and widowers in two-income households. The Surviving Widow(er) Income Fair Treatment Act (SWIFT Act) (S. 3255/H.R. 9763): Proposal to increase survivors benefits for disabled widows, widowers, and surviving divorced spouses; Social Security Enhancement and Protection Act (H.R. 3517): Proposal would improve Social Security benefits by increasing the Special Minimum Benefit, boosting benefits for seniors who have on the Social Security rolls for a long period of time, restore student benefits to age 26 and extend the life of the Trust Funds by eliminating the cap on Social Security benefits and phasing-in an increase in the payroll tax rate. The Social Security Survivor Benefits Equity Act (H.R. 6424/S. 3357): Proposal to increase the lump-sum benefit amount payable upon the death of a beneficiary to take into account inflation. Social Security Funding. The Medicare and Social Security Fair Share Act (H.R. 3271/S. 1690): 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. Cutting Social Security by Raising the Retirement Age. Affirming the Presidents Promise Not to Raise the Social Security and Medicare Retirement Age (H. Res. 657): House Resolution opposing raising Social Security or Medicare eligibility age. Caregiver Social Security Credits. The Social Security Caregiver Credits Act (S. 4396/H.R. 8490): 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 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. Stop Social Security Garnishment Act of 2026 (S. 5456/H.R. 3967), Protection of Social Security Benefits Restoration Act (S. 5532/H.R. 10557): Proposals 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. (H.R. 2999, H.R. 2142 and S. 1023): 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 (S. 4001/H.R. 7828): Proposals to strengthen and restore the SSI program. Supplemental Security Income (SSI) Program. The SSI Savings Penalty Elimination Act (H.R. 2540/S. 1234): 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 (No bill): 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. 1013): 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. The Department of Labor proposed regulation to modernize the fiduciary rule to strengthen protections for retirement investors who seek professional investment advice. (No bill): Congressional reversal of the rule submitted by the Department of Labor relating to "Retirement Security Rule: Definition of an Investment Advice Fiduciary". Retirement Plan Investment Alternatives: U.S. Department of Labor, Employee Benefits Security Administration, RIN 1210-AC38. Submitted comments opposing a proposed regulation defining Fiduciary Duties in Selecting Designated Investment Alternatives in 401(k) and other defined contribution plans. Proposal would create safe harbors for fiduciaries who select the investment options offered in 401(k) plans. If a fiduciary considers six factors when selecting any investment option, including alternative assets such as private equity, private credit, real estate, or cryptocurrency to a plan menu, the proposal would treat the fiduciary as meeting ERISAs prudence standard with respect to those factors, which would entitle the fiduciary to deference from any reviewing court. Pensions: The ERISA Litigation Reform Act (H.R. 6084). A bill that would undermine ERISAs ability to protect retirement plan participants hard-earned retirement income under the erroneous notion that the recent unanimous Supreme Court decision in Cunningham v. Cornell University will lead to a tide of ERISA class action litigation. Social Security Administration. Keep Billionaires Out of Our Social Security Act (S. 2763), Hands Off Our Social Security Act (H.R. 4734), Repairing Social Security after DOGE (H.R. 6237). Proposals to reverse cuts the Trump Administration has made to the Social Security Administration (SSA), prevents Social Security field offices from shutting down, makes it easier for seniors and people with disabilities to apply for the benefits they have earned over the phone, provides the resources the SSA needs to approve earned benefits quickly, protects benefits from unauthorized tampering, delays or changes, blocks privatization of SSA, enforces privacy protections for beneficiary data, and requires annual Government Accountability Office audits on staffing, operations and compliance. Social Security Administration. Letter to Social Security Commissioner Frank Bisignano opposing enhanced identity verification procedures for beneficiary transactions with SSA that will make it difficult, if not impossible, for many older Americans and members of the disability community to access their earned benefits. Social Security Administration. Resolution of Inquiry by Representative John Larson (H. Res. 195): Requesting information be provided to Congress regarding the Department of Government Efficiencys (DOGE) access to the Social Security Administrations computer data, which compromises beneficiary privacy by allowing access to Americans personal information such as Social Security numbers, banking information, earnings history and medical information. Social Security Administration. Keep Our Field Offices Open Act (H.R. 1876): Proposals to suspend Social Security field office closures until January 21, 2029, after which date the Commissioner of Social Security would be required to submit a detailed report to Congress, laying out and justifying a process for closing, consolidating, or reducing access to field offices; bill also requires the Commissioner to maintain the total number of field offices and hearing offices that were in operation on January 20, 2025, after the moratorium ends and requires that, in considering future office closures, the Commissioner must consider potential transportation and communication barriers for individuals served by the office, provide significant advance notice to the public and members of Congress, and ensure opportunities for public input and appeals. Social Security Administration. Protecting Americans Social Security Data Act (H.R. 1877): Proposals to protect Americans from having their sensitive personal information politicized or bought and sold to the highest bidder by preventing Elon Musk, his associates, and political appointees from accessing sensitive data systems at SSA, codifying SSA data privacy requirements into law and strengthening oversight and civil penalties for any privacy and disclosure violations of Social Security beneficiaries personal information. Social Security Administration. The Improving Social Securitys Service to Victims of Identity Theft Act (S. 1666/H.R. 5345): 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 on Omitting Food from In-Kind Support and Maintenance Calculations, Docket No. SSA-2021-0014; Comments on Expanding the Rental Subsidy, Docket No. SSA-2023-0010; Comments on Intermediate Improvement to the Disability Adjudication Process Including How We Consider Past Work, Docket No. SSA-2023-0024; Comments on Rulemaking Expanding the Definition of a Public Assistance Household, Docket No. SSA-2023-0015; Comments on 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. Social Security Administration. The creation of an online application for all SSI applicants, streamlining data collection to more effectively obtain treating source evidence, eliminating the reconsideration level of review, updating outdated occupational information, adding a robust online scheduling tool and ensuring comprehensive customer service for all individuals. Social Security Administration. Removing Barriers to Work for Disabled Americans Act (H.R. 8884/S. 4947). Proposals to reauthorize SSA demonstration projects intended to help Americans with disabilities re-enter the workforce, but this legislation does not include guardrails to prevent the Trump Administration from forcing our most vulnerable citizens off the disability roles. In light of this Administrations previous efforts to eviscerate the disability program (SSDI) through the mechanism of demonstration projects, budget proposals and regulatory changes, such guardrails are essential. Womens Retirement Security. The Womens Retirement Protection Act (S. 988/H.R. 2023): 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 (American Relief Act, P.L. 118-158, Division D) and the Farm, Food, and National Security Act of 2026 (H.R. 7567): Proposals to cut 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: $190,000 · Firm income: Not reported

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

SSI Saving Penalty Elimination Act (S.1234 /H.R .2540)

Client expense: $485,265 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 930, the Stop the Wait Act H.R. 2540/S. 1234, the SSI Savings Penalty Elimination Act H.R. 3517, the Social Security Enhancement and Protection Act of 2025 H.R. 7828/S. 4001, the Supplemental Security Income Restoration Act of 2026 H.R. 8884, the Removing Barriers to Work for Disabled Americans Act H.R. 10194/S. 3924, the We Cant Wait Act of 2026 Discussions: Preserving the Combined Federal Campaign

Client expense: $105,716 · Firm income: Not reported

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

Older Americans Act Reauthorization. The Older Americans Act Reauthorization Act (S. 2120): 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. Social Security Cost of Living Adjustment (COLA). The Fair COLA for Seniors Act (No bill) and the Social Security Cost of Living Increase Act (No bill): 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. 3059/H.R. 5841): 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. 9519/S. 5042): 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. 770 and H.R. 1700): Proposals to enhance Social Security benefits and ensure the long-term solvency of the Social Security program. The Strengthening Social Security Act (H.R. 9296): Proposals to extend the solvency of the Social Security Trust Funds and improve benefits. The Safeguarding American Families & Expanding Social Security Act (S. 3462 and H.R. 9415): 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 (S. 2614 and H.R. 4968): 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 (No bill): Proposals to improve benefits for widows and widowers in two-income households. The Surviving Widow(er) Income Fair Treatment Act (SWIFT Act) (S. 3255/H.R. 9763): Proposal to increase survivors benefits for disabled widows, widowers, and surviving divorced spouses; Social Security Enhancement and Protection Act (H.R. 3517): Proposal would improve Social Security benefits by increasing the Special Minimum Benefit, boosting benefits for seniors who have on the Social Security rolls for a long period of time, restore student benefits to age 26 and extend the life of the Trust Funds by eliminating the cap on Social Security benefits and phasing-in an increase in the payroll tax rate. The Social Security Survivor Benefits Equity Act (H.R. 6424/S. 3357): Proposal to increase the lump-sum benefit amount payable upon the death of a beneficiary to take into account inflation. Social Security Funding. The Medicare and Social Security Fair Share Act (H.R. 3271/S. 1690): 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. Cutting Social Security by Raising the Retirement Age. Affirming the Presidents Promise Not to Raise the Social Security and Medicare Retirement Age (H. Res. 657): House Resolution opposing raising Social Security or Medicare eligibility age. Caregiver Social Security Credits. The Social Security Caregiver Credits Act (S. 4396/H.R. 8490): 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 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. Stop Social Security Garnishment Act of 2026 (S. 5456/H.R. 3967), Protection of Social Security Benefits Restoration Act (S. 5532/H.R. 10557): Proposals 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. (H.R. 2999, H.R. 2142 and S. 1023): 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 (S. 4001/H.R. 7828): Proposals to strengthen and restore the SSI program. Supplemental Security Income (SSI) Program. The SSI Savings Penalty Elimination Act (H.R. 2540/S. 1234): 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 (No bill): 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. 1013): 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. The Department of Labor proposed regulation to modernize the fiduciary rule to strengthen protections for retirement investors who seek professional investment advice. (No bill): Congressional reversal of the rule submitted by the Department of Labor relating to "Retirement Security Rule: Definition of an Investment Advice Fiduciary". Retirement Plan Investment Alternatives: U.S. Department of Labor, Employee Benefits Security Administration, RIN 1210-AC38. Submitted comments opposing a proposed regulation defining Fiduciary Duties in Selecting Designated Investment Alternatives in 401(k) and other defined contribution plans. Proposal would create safe harbors for fiduciaries who select the investment options offered in 401(k) plans. If a fiduciary considers six factors when selecting any investment option, including alternative assets such as private equity, private credit, real estate, or cryptocurrency to a plan menu, the proposal would treat the fiduciary as meeting ERISAs prudence standard with respect to those factors, which would entitle the fiduciary to deference from any reviewing court. Pensions: The ERISA Litigation Reform Act (H.R. 6084). A bill that would undermine ERISAs ability to protect retirement plan participants hard-earned retirement income under the erroneous notion that the recent unanimous Supreme Court decision in Cunningham v. Cornell University will lead to a tide of ERISA class action litigation. Social Security Administration. Keep Billionaires Out of Our Social Security Act (S. 2763), Hands Off Our Social Security Act (H.R. 4734), Repairing Social Security after DOGE (H.R. 6237). Proposals to reverse cuts the Trump Administration has made to the Social Security Administration (SSA), prevents Social Security field offices from shutting down, makes it easier for seniors and people with disabilities to apply for the benefits they have earned over the phone, provides the resources the SSA needs to approve earned benefits quickly, protects benefits from unauthorized tampering, delays or changes, blocks privatization of SSA, enforces privacy protections for beneficiary data, and requires annual Government Accountability Office audits on staffing, operations and compliance. Social Security Administration. Letter to Social Security Commissioner Frank Bisignano opposing enhanced identity verification procedures for beneficiary transactions with SSA that will make it difficult, if not impossible, for many older Americans and members of the disability community to access their earned benefits. Social Security Administration. Resolution of Inquiry by Representative John Larson (H. Res. 195): Requesting information be provided to Congress regarding the Department of Government Efficiencys (DOGE) access to the Social Security Administrations computer data, which compromises beneficiary privacy by allowing access to Americans personal information such as Social Security numbers, banking information, earnings history and medical information. Social Security Administration. Keep Our Field Offices Open Act (H.R. 1876): Proposals to suspend Social Security field office closures until January 21, 2029, after which date the Commissioner of Social Security would be required to submit a detailed report to Congress, laying out and justifying a process for closing, consolidating, or reducing access to field offices; bill also requires the Commissioner to maintain the total number of field offices and hearing offices that were in operation on January 20, 2025, after the moratorium ends and requires that, in considering future office closures, the Commissioner must consider potential transportation and communication barriers for individuals served by the office, provide significant advance notice to the public and members of Congress, and ensure opportunities for public input and appeals. Social Security Administration. Protecting Americans Social Security Data Act (H.R. 1877): Proposals to protect Americans from having their sensitive personal information politicized or bought and sold to the highest bidder by preventing Elon Musk, his associates, and political appointees from accessing sensitive data systems at SSA, codifying SSA data privacy requirements into law and strengthening oversight and civil penalties for any privacy and disclosure violations of Social Security beneficiaries personal information. Social Security Administration. The Improving Social Securitys Service to Victims of Identity Theft Act (S. 1666/H.R. 5345): 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 on Omitting Food from In-Kind Support and Maintenance Calculations, Docket No. SSA-2021-0014; Comments on Expanding the Rental Subsidy, Docket No. SSA-2023-0010; Comments on Intermediate Improvement to the Disability Adjudication Process Including How We Consider Past Work, Docket No. SSA-2023-0024; Comments on Rulemaking Expanding the Definition of a Public Assistance Household, Docket No. SSA-2023-0015; Comments on 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. Social Security Administration. The creation of an online application for all SSI applicants, streamlining data collection to more effectively obtain treating source evidence, eliminating the reconsideration level of review, updating outdated occupational information, adding a robust online scheduling tool and ensuring comprehensive customer service for all individuals. Social Security Administration. Removing Barriers to Work for Disabled Americans Act (H.R. 8884/S. 4947). Proposals to reauthorize SSA demonstration projects intended to help Americans with disabilities re-enter the workforce, but this legislation does not include guardrails to prevent the Trump Administration from forcing our most vulnerable citizens off the disability roles. In light of this Administrations previous efforts to eviscerate the disability program (SSDI) through the mechanism of demonstration projects, budget proposals and regulatory changes, such guardrails are essential. Womens Retirement Security. The Womens Retirement Protection Act (S. 988/H.R. 2023): 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 (American Relief Act, P.L. 118-158, Division D) and the Farm, Food, and National Security Act of 2026 (H.R. 7567): Proposals to cut 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

Protect Medicaid- SSI Savings Penalty Elimination Act (HR 2450/S. 1234) (support); Eliminating the Marriage Penalty in SSI Act (S. 73/HR 7055) (support); Stop the Wait Act of 2025 (HR 930) (support); HCBS Access Act (support)

Client expense: Not reported · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

SSI/SSDI SSI Savings Penalty Elimination Act (S. 1234/H.R. 2540) support passage ABLE Tomorrow Act (S. 4498) ABLE Match Act (S.4492) ABLE Direct Deposit Act (S. 4493)

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Supplemental Security Income Savings Penalty Elimination Act (H.R.2540/ S.1234), SSI Restoration Act, disability marriage penalty, Marriage Equality for Disabled Adults Act (H.R. 1389), Eliminating the Marriage Penalty in SSI Act (H.R. 320/ S.73), home and community-based services, Individuals with Disabilities Act (P.L. 101-336), ENABLE Act (H.R.1436/S.627), Seat Elevation in Group 2 Non-Complex Power Wheelchairs, Coverage of Standing Systems in Power Wheelchairs, Adult Changing Tables at U.S. Capitol, Department of Education Office of Special Education and Rehabilitative Services staffing and enforcement, Public Law 119-21 Implementation, including disability and medically frail definition for Medicaid Community Engagement Requirement; Veterans STAND Act (H.R. 6835), Veterans SPORTS Act (S. 3138), ABLE Tomorrow Act, the ABLE MATCH Act, and the ABLE Direct Deposit Act; community integration

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

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

H.R. 2450/S. 1234 SSI Savings Penalty Elimination Act

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

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

H.R. 2450/S. 1234 SSI Savings Penalty Elimination Act Child Tax Credit expansion S. 3596/H.R. 10282 Stronger Start for Working Families Act Earned Income Tax Credit reforms

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Social Security Expansion Act, H.R.1700/S.770 (generally, no specific provisions) SSI Savings Penalty Elimination Act, H.R.2540/S.1234 (generally, no specific provisions) Improving Social Security's Service to Victims of Identity Theft Act, S. 1666 (generally, no specific provisions) Issues related to Social Security beneficiary return to work policy (generally, no specific legislation) Respecting Every Claimants Appeal Options Now Act (RECON Act), H.R. 8478 (generally, no specific provisions) Social Security Enhancement and Protection Act of 2025, H.R. 3517 (generally, no specific provisions) Immediate Access for the Terminally Ill Act, H.R. 7104/S. 3648 (generally, no specific provisions) Supplemental Security Income Restoration Act of 2026, H.R. 7828/S. 4001 (generally, no specific provisions)

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Funding for WIC SNAP/Farm Bill Mental Health for Children MODERN WIC Act/21st Century WIC Act Breastfeeding Peer Counseling Program Funding for HRSA Pediatric Mental Health Care Access Program Donor Milk Dietary Guidelines Suicide Prevention School Meal Standards WIC Food Packages Whole Milk Supporting Childrens Mental Health Care Access Mental Health Parity Prevention and Early Intervention Set-Aside in Mental Health Block Grant Improving Mental Health and Wellness in Schools Infant Formula Safety Opioid Overdose Prevention 988 Suicide and Crisis Lifeline Mental Health Medication Prescribing Child passenger safety Appropriations for the Indian Health Service Appropriations for Environmental Programs (including EPA) Maternal, Infant, and Early Childhood Home Visiting Program & Implementation Infant sleep product safety Lead exposure prevention Food safety Paid family and medical leave Regulation of high-powered magnet sets Vehicle emissions standards Button battery ingestions Early childhood education (including Head Start, Childcare) Child product safety and injury prevention, including drowning prevention Child Abuse Prevention and Treatment Act (CAPTA) Family First Prevention Services Act implementation Title IV-B Congregate care reform Supports for foster youth/former foster youth (including Chafee Program) Mercury and Air Toxics Standards, ozone and particulate matter NAAQS, EPA greenhouse gas regulation, Endangerment Finding QRTP/IMDs Firearm Injury and Violence Prevention (Including Research Funding; Background Checks; Safe/Secure Storage) Childcare Funding & Resources Native American Child Health Water Beads Vaccines Fluoride Child Welfare & Medicaid, Social Services Block Grant (SSBG), Temporary Assistance for Needy Families (TANF), and Supplemental Nutrition Assistance Program (SNAP) Housing Prematurity Research Expansion and Education for Mothers who Deliver Infants Early (PREEMIE) Reauthorization Act Funding Newborn Screening Saves Lives Reauthorization Act (H.R. 4709) Donor Milk, Access to Donor Milk Act Title V Maternal and Child Health (MCH) Services Block Grant SSI Savings Penalty Elimination Act (S.1234/H.R.2590) Supplemental Security Income Equality Act (H.R. 2540) Autonomous Vehicles Pregnancy Risk Assessment Monitoring System (PRAMS) Data Collection Project Toxic Substances Control Act (TSCA) & Potential Changes Family Resource Centers Infant Formula E-bikes Medicaid Payment Parity (including H.R. 1433 / S. 760 - Kids Access to Primary Care Act) Access to Care in Medicaid/CHIP Medicaid/CHIP federal funding H.R. 4641 - Keep Kids Covered Act S. 2287/H.R. 4425 - Palliative Care and Hospice Education and Training Act (PCHETA) Telehealth - Medicare telehealth extension, CONNECT for Health Act (S. 1261) One Big Beautiful Bill Act (H.R. 1) Hospital at Home Program Vaccines for Children Program S.1677/H.R.3277 - Ensuring Lasting Smiles Act (ELSA) MediKids Act Patients First Act Nutrition Infant Formula Medicaid Immigration Child Welfare Vaccines Healthcare Workforce Children and Teens Online Privacy Protection Act (H.R. 6291/S. 836) Kids Online Safety Act (H.R. 6484/S.1748) KIDS Act (H.R. 7757) Artificial Intelligence and Child Health Legislation to Protect Young People Online Funding for Title X Family Planning Program Funding for Teen Pregnancy Prevention Program Pediatric Specialty Loan Repayment Program Reauthorization, Funding, and Program Implementation Tobacco Product Regulation/Enforcement Tobacco Control Program Funding & Implementation Biomedical Research Funding (NIH, NICHD, AHRQ, etc.) Funding for NIH Environmental influences on Child Health Outcomes (ECHO) program Funding for Childrens Hospitals Graduate Medical Education (CHGME) program PDUFA Reauthorization MDUFA Reauthorization Pediatric Device Consortia Funding Pediatric Trials Network Funding Healthcare for LGBTQ Youth FY26 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, Vaccine Injury Compensation Program, Antimicrobial Resistance, Maternal and Child Health, Strengthening the Vaccines for Children Program Act IDEA Full Funding Act (H.R.2598) Artificial Intelligence Autism Vaccines Lifespan Respite Care Reauthorization Act (S.830/H.R.2560) FASD Respect Act (S. 139) Family Vaccine Protection Act (H.R.3701) VACCINE Act HEADS UP Act (H.R.3409) Protecting Free Vaccines Act PREVENT HPV Cancers Act (H.R. 6561) Vaccine Transportation Access Act Vaccine Injury Compensation Modernization Act Global Child Thrive Reauthorization Act (H.R. 6347) Fiscal Year 2027 Appropriations bills (Labor HHS and SFOPS/NSRP) Protecting Sensitive Locations Act (H.R.5166 / S.455) Early Childhood Development programming H-1Bs for the Physicians and Healthcare Workforce Act (H.R. 7961) Notice of Proposed Rulemaking on Housing and Community Development Act of 1980: Verification of Eligible Status, Docket No. FR-6524P-01 [RIN 2501-AE16] Help Separated Children Act (S.4389) Family Detention / DHS policies Unaccompanied Children's Program / Office of Refugee Resettlement Visas for International Medical Graduates National Defense Authorization Act (Mercy Amendment)

Client expense: $789,257 · 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), Drug Enforcement Administration (DEA), Environmental Protection Agency (EPA), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Housing & Urban Development, Dept of (HUD), Indian Health Service, Interior, Dept of (DOI), Natl Institutes of Health (NIH), Office of the Comptroller of the Currency (OCC), SENATE, Social Security Administration (SSA), State, Dept of (DOS), U.S. Agency for International Development (USAID)

Support the American Family Act (S 1393) Support the SSI Savings Penalty Elimination Act (HR 2540/S 1234) Support the SNAP CASH Across America Act Support the Child Care Workforce Act Support the FAMILY Act Support the Healthy Families Act Oppose the US Department of Housing and Urban Developments (HUD) proposed rule revising the Equal Access Rule, published in the Federal Register on April 28, 2016.

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

Government targets: HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), SENATE

Social Security Expansion Act, H.R.1700/S.770 (generally, no specific provisions) SSI Savings Penalty Elimination Act, H.R.2540/S.1234 (generally, no specific provisions) Improving Social Security's Service to Victims of Identity Theft Act, S. 1666 (generally, no specific provisions) Issues related to Social Security beneficiary return to work policy (generally, no specific legislation) Respecting Every Claimants Appeal Options Now Act (RECON Act), H.R. 8478 (generally, no specific provisions) Social Security Enhancement and Protection Act of 2025, H.R. 3517 (generally, no specific provisions) Immediate Access for the Terminally Ill Act, H.R. 7104/S. 3648 (generally, no specific provisions) Supplemental Security Income Restoration Act of 2026, H.R. 7828/S. 4001 (generally, no specific provisions)

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 869/S.343, Keep Our PACT Act, all provisions H.R. 1520/S. 1782, CharlotteWoodwardOrgan Transplant Discrimination Prevention Act, all provisions H.R. 2540/S.1234, SSI Savings Penalty Elimination Act, all provisions H.R. 2598/S.1277, IDEA Full Funding Act, all provisions H.R. 3049, HEADs UP Act of 2025, all provisions H.R. 3939, RISE Act, all provisions H.R. 4086, Autism Family Caregivers Act, all provisions H.R. 4644/S.2459, ABLE Employment Flexibility Act, all provisions H.R. 8620, CARES Hotline Act, all provisions H.R.8298, SSISavingsandEfficiencyAct of 2026, all provisions H.R.9495, Department of Defense Appropriations Act, 2027, provisions related to funding for the congressionally directed medical research autism research program H.R. 9260, Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act, 2027, 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. 8845, Commerce, Justice, Science, and Related Agencies Appropriations Act, 2027, provisions related to funding for the Kevin and Avonte's Law Program H.R. 6602/S.4089 - Supporting Blue Envelope Programs Act, all provisions S. 4492, ABLE MATCH (Making Able a Tool to Combat Hardship) Act, all provisions S. 4493, A bill to clarify the use of direct deposit for contributions to ABLE programs, all provisions S. 4498, ABLE Tomorrow Act, all provisions S.4784, National Defense Authorization Act for Fiscal Year 2027, provisions related to the Exceptional Family Member Program and TRICARE Autism Care Demonstration Implementation of Public Law 118-80, Autism CARES Act of 2024, all provisions Implementation of recommendations from the Independent Analysis of the Department of Defense's Comprehensive Autism Care Demonstration Program Implementation of Medicaid home and community-based services policies Implementation of policies affecting employment opportunities for people with disabilities Staffing, funding, and structure of Department of Education special education programs A bill not introduced related to Fiscal Year 2027 appropriations by the Senate, provisions related to funding autism research and services at the National Institutes of Health, Centers for Disease Control and Prevention, Health Resources and Services Administration; assistive technology programs and special education at the Department of Education; study of housing needs of autistic adults at the Department of Housing and Urban Development, funding for the Kevin and Avonte's Law Program; and the congressionally directed medical research autism research program A bill not yet introduced to enhance incentives to create accessible and inclusive workplaces A bill not yet introduced to increase housing opportunities for people with disabilities A bill not yet introduced in the Senate to enhance skills related to family caregivers and developmental disabilities

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

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

Older Americans Act Reauthorization. The Older Americans Act Reauthorization Act (S. 2120): 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. Social Security Cost of Living Adjustment (COLA). The Fair COLA for Seniors Act (No bill) and the Social Security Cost of Living Increase Act (No bill): 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. 3059): 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 (No bill): 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. 770 and H.R. 1700): Proposals to enhance Social Security benefits and ensure the long-term solvency of the Social Security program. The Strengthening Social Security Act (H.R. 9296): Proposals to extend the solvency of the Social Security Trust Funds and improve benefits. The Safeguarding American Families & Expanding Social Security Act (S. 3462 and H.R. 9415): 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 (S. 2614 and H.R. 4968): 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 (No bill): Proposals to improve benefits for widows and widowers in two-income households. The Surviving Widow(er) Income Fair Treatment Act (SWIFT Act) (S. 3255): Proposal to increase survivors benefits for disabled widows, widowers, and surviving divorced spouses; Social Security Enhancement and Protection Act (H.R. 3517): Proposal would improve Social Security benefits by increasing the Special Minimum Benefit, boosting benefits for seniors who have on the Social Security rolls for a long period of time, restore student benefits to age 26 and extend the life of the Trust Funds by eliminating the cap on Social Security benefits and phasing-in an increase in the payroll tax rate. The Social Security Survivor Benefits Equity Act (H.R. 6424 and S. 3357): Proposal to increase the lump-sum benefit amount payable upon the death of a beneficiary to take into account inflation. Social Security Funding. The Medicare and Social Security Fair Share Act (H.R. 3271 and S. 1690): 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. Cutting Social Security by Raising the Retirement Age. Affirming the Presidents Promise Not to Raise the Social Security and Medicare Retirement Age (H. Res. 657): House Resolution opposing raising Social Security or Medicare eligibility age. Caregiver Social Security Credits. The Social Security Caregiver Credits Act (S. 4396 and H.R. 8490): 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 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. (H.R. 2999, H.R. 2142 and S. 1023): 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 (S. 4001 and H.R. 7828): Proposals to strengthen and restore the SSI program. Supplemental Security Income (SSI) Program. The SSI Savings Penalty Elimination Act (H.R. 2540 and S. 1234): 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 (No bill): 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. 1013): 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. The Department of Labor proposed regulation to modernize the fiduciary rule to strengthen protections for retirement investors who seek professional investment advice. (No bill): Congressional reversal of the rule submitted by the Department of Labor relating to "Retirement Security Rule: Definition of an Investment Advice Fiduciary". Retirement Plan Investment Alternatives: U.S. Department of Labor, Employee Benefits Security Administration, RIN 1210-AC38. Submitted comments opposing a proposed regulation defining Fiduciary Duties in Selecting Designated Investment Alternatives in 401(k) and other defined contribution plans. Proposal would create safe harbors for fiduciaries who select the investment options offered in 401(k) plans. If a fiduciary considers six factors when selecting any investment option, including alternative assets such as private equity, private credit, real estate, or cryptocurrency to a plan menu, the proposal would treat the fiduciary as meeting ERISAs prudence standard with respect to those factors, which would entitle the fiduciary to deference from any reviewing court. Pensions: The ERISA Litigation Reform Act (H.R. 6084). A bill that would undermine ERISAs ability to protect retirement plan participants hard-earned retirement income under the erroneous notion that the recent unanimous Supreme Court decision in Cunningham v. Cornell University will lead to a tide of ERISA class action litigation. Social Security Administration. Keep Billionaires Out of Our Social Security Act (S. 2763), Hands Off Our Social Security Act (H.R. 4734), Repairing Social Security after DOGE (H.R. 6237). Proposals to reverse cuts the Trump Administration has made to the Social Security Administration (SSA), prevents Social Security field offices from shutting down, makes it easier for seniors and people with disabilities to apply for the benefits they have earned over the phone, provides the resources the SSA needs to approve earned benefits quickly, protects benefits from unauthorized tampering, delays or changes, blocks privatization of SSA, enforces privacy protections for beneficiary data, and requires annual Government Accountability Office audits on staffing, operations and compliance. Social Security Administration. Letter to Social Security Commissioner Frank Bisignano opposing enhanced identity verification procedures for beneficiary transactions with SSA that will make it difficult, if not impossible, for many older Americans and members of the disability community to access their earned benefits. Social Security Administration. Resolution of Inquiry by Representative John Larson (H. Res. 195): Requesting information be provided to Congress regarding the Department of Government Efficiencys (DOGE) access to the Social Security Administrations computer data, which compromises beneficiary privacy by allowing access to Americans personal information such as Social Security numbers, banking information, earnings history and medical information. Social Security Administration. Keep Our Field Offices Open Act (H.R. 1876): Proposals to suspend Social Security field office closures until January 21, 2029, after which date the Commissioner of Social Security would be required to submit a detailed report to Congress, laying out and justifying a process for closing, consolidating, or reducing access to field offices; bill also requires the Commissioner to maintain the total number of field offices and hearing offices that were in operation on January 20, 2025, after the moratorium ends and requires that, in considering future office closures, the Commissioner must consider potential transportation and communication barriers for individuals served by the office, provide significant advance notice to the public and members of Congress, and ensure opportunities for public input and appeals. Social Security Administration. Protecting Americans Social Security Data Act (H.R. 1877): Proposals to protect Americans from having their sensitive personal information politicized or bought and sold to the highest bidder by preventing Elon Musk, his associates, and political appointees from accessing sensitive data systems at SSA, codifying SSA data privacy requirements into law and strengthening oversight and civil penalties for any privacy and disclosure violations of Social Security beneficiaries personal information. Social Security Administration. The Improving Social Securitys Service to Victims of Identity Theft Act (S. 1666 and H.R. 5345): 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 on Omitting Food from In-Kind Support and Maintenance Calculations, Docket No. SSA-2021-0014; Comments on Expanding the Rental Subsidy, Docket No. SSA-2023-0010; Comments on Intermediate Improvement to the Disability Adjudication Process Including How We Consider Past Work, Docket No. SSA-2023-0024; Comments on Rulemaking Expanding the Definition of a Public Assistance Household, Docket No. SSA-2023-0015; Comments on 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. Social Security Administration. The creation of an online application for all SSI applicants, streamlining data collection to more effectively obtain treating source evidence, eliminating the reconsideration level of review, updating outdated occupational information, adding a robust online scheduling tool and ensuring comprehensive customer service for all individuals. Social Security Administration. Removing Barriers to Work for Disabled Americans Act (H.R. 8884). Proposals to reauthorize SSA demonstration projects intended to help Americans with disabilities re-enter the workforce, but this legislationdoes not include guardrails to prevent the Trump Administration from forcing our most vulnerable citizens off the disability roles. In light of this Administrations previous efforts to eviscerate the disability program (SSDI) through the mechanism of demonstration projects, budget proposals and regulatory changes, such guardrails are essential. Womens Retirement Security. The Womens Retirement Protection Act (S. 988 and H.R. 2023): 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 (American Relief Act, P.L. 118-158, Division D) and the Farm, Food, and National Security Act of 2026 (H.R. 7567): Proposals to cut 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: $210,000 · Firm income: Not reported

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

Protect Medicaid- SSI Savings Penalty Elimination Act (HR 2450/S. 1234) (support); Eliminating the Marriage Penalty in SSI Act (S. 73/HR 7055) (support); Stop the Wait Act of 2025 (HR 930) (support)

Client expense: Not reported · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Support the SSI Savings Penalty Elimination Act (H.R. 2540 /S. 1234)

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; S.1234/H.R.2540 - SSI Savings Penalty Elimination Act; H.R.8884 - Removing Barriers to Work for Disabled Americans Act; Work Without Worry Act; H.R.930 - Stop the Wait Act of 2025; S.3924 - We Cant Wait Act; H.R.1389 - Marriage Equality for Disabled Adults Act; S.4001/H.R.7828 - SSI Restoration Act.

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

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

H.R. 1520/S. 1782 - Charlotte Woodward Organ Transplant Discrimination Prevention Act Issues related to Alzheimers disease and implementation of the National Alzheimers Project Act (NAPA) Issues related to Medicaid and HCBS Appropriations for programs and services that benefit the Down syndrome community H.R. 2598/S. 1277 - IDEA Full Funding Act Issues related to the Department of Education and special education services H.R. 3420 - Words Matter Act H.R. 1022/S. 402 - Words Matter for the District of Columbia Courts Act H.R. 4771/S. 2438 - Transformation to Competitive Integrated Employment Act H.R. 2540/S. 1234 - SSI Savings Penalty Elimination Act H.R. 4644/S. 2459 - ABLE Employment Flexibility Act H.R. 6617/S. 3448 - Keeping All Students Safe Act Issues related to SSI and SSDI Issues related to employment for individuals with disabilities Issues related to online safety

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Supplemental Security issues H.R.2540/S.1234, Savings Penalty Elimination Act, Entirety H.R.7828/S.4001, Supplemental Security Restoration Act, Entirety

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 2450/S. 1234 SSI Savings Penalty Elimination Act Child Tax Credit expansion S. 3596 Stronger Start for Working Families Act Earned Income Tax Credit reforms

Client expense: Not reported · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 2450/S. 1234 SSI Savings Penalty Elimination Act

Client expense: Not reported · Firm income: Not reported

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

Older Americans Act Reauthorization. The Older Americans Act Reauthorization Act (S. 2120): 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. Social Security Cost of Living Adjustment (COLA). The Fair COLA for Seniors Act (No bill) and the Social Security Cost of Living Increase Act (No bill): 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. 3059): 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 (No bill): 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. 770 and H.R. 1700): Proposals to enhance Social Security benefits and ensure the long-term solvency of the Social Security program. The Strengthening Social Security Act (H.R. 9296): Proposals to extend the solvency of the Social Security Trust Funds and improve benefits. The Safeguarding American Families & Expanding Social Security Act (S. 3462 and H.R. 9415): 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 (S. 2614 and H.R. 4968): 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 (No bill): Proposals to improve benefits for widows and widowers in two-income households. The Surviving Widow(er) Income Fair Treatment Act (SWIFT Act) (S. 3255): Proposal to increase survivors benefits for disabled widows, widowers, and surviving divorced spouses; Social Security Enhancement and Protection Act (H.R. 3517): Proposal would improve Social Security benefits by increasing the Special Minimum Benefit, boosting benefits for seniors who have on the Social Security rolls for a long period of time, restore student benefits to age 26 and extend the life of the Trust Funds by eliminating the cap on Social Security benefits and phasing-in an increase in the payroll tax rate. The Social Security Survivor Benefits Equity Act (H.R. 6424 and S. 3357): Proposal to increase the lump-sum benefit amount payable upon the death of a beneficiary to take into account inflation. Social Security Funding. The Medicare and Social Security Fair Share Act (H.R. 3271 and S. 1690): 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. Cutting Social Security by Raising the Retirement Age. Affirming the Presidents Promise Not to Raise the Social Security and Medicare Retirement Age (H. Res. 657): House Resolution opposing raising Social Security or Medicare eligibility age. Caregiver Social Security Credits. The Social Security Caregiver Credits Act (S. 4396 and H.R. 8490): 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 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. (H.R. 2999, H.R. 2142 and S. 1023): 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 (S. 4001 and H.R. 7828): Proposals to strengthen and restore the SSI program. Supplemental Security Income (SSI) Program. The SSI Savings Penalty Elimination Act (H.R. 2540 and S. 1234): 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 (No bill): 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. 1013): 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. The Department of Labor proposed regulation to modernize the fiduciary rule to strengthen protections for retirement investors who seek professional investment advice. (No bill): Congressional reversal of the rule submitted by the Department of Labor relating to "Retirement Security Rule: Definition of an Investment Advice Fiduciary". Retirement Plan Investment Alternatives: U.S. Department of Labor, Employee Benefits Security Administration, RIN 1210-AC38. Submitted comments opposing a proposed regulation defining Fiduciary Duties in Selecting Designated Investment Alternatives in 401(k) and other defined contribution plans. Proposal would create safe harbors for fiduciaries who select the investment options offered in 401(k) plans. If a fiduciary considers six factors when selecting any investment option, including alternative assets such as private equity, private credit, real estate, or cryptocurrency to a plan menu, the proposal would treat the fiduciary as meeting ERISAs prudence standard with respect to those factors, which would entitle the fiduciary to deference from any reviewing court. Pensions: The ERISA Litigation Reform Act (H.R. 6084). A bill that would undermine ERISAs ability to protect retirement plan participants hard-earned retirement income under the erroneous notion that the recent unanimous Supreme Court decision in Cunningham v. Cornell University will lead to a tide of ERISA class action litigation. Social Security Administration. Keep Billionaires Out of Our Social Security Act (S. 2763), Hands Off Our Social Security Act (H.R. 4734), Repairing Social Security after DOGE (H.R. 6237). Proposals to reverse cuts the Trump Administration has made to the Social Security Administration (SSA), prevents Social Security field offices from shutting down, makes it easier for seniors and people with disabilities to apply for the benefits they have earned over the phone, provides the resources the SSA needs to approve earned benefits quickly, protects benefits from unauthorized tampering, delays or changes, blocks privatization of SSA, enforces privacy protections for beneficiary data, and requires annual Government Accountability Office audits on staffing, operations and compliance. Social Security Administration. Letter to Social Security Commissioner Frank Bisignano opposing enhanced identity verification procedures for beneficiary transactions with SSA that will make it difficult, if not impossible, for many older Americans and members of the disability community to access their earned benefits. Social Security Administration. Resolution of Inquiry by Representative John Larson (H. Res. 195): Requesting information be provided to Congress regarding the Department of Government Efficiencys (DOGE) access to the Social Security Administrations computer data, which compromises beneficiary privacy by allowing access to Americans personal information such as Social Security numbers, banking information, earnings history and medical information. Social Security Administration. Keep Our Field Offices Open Act (H.R. 1876): Proposals to suspend Social Security field office closures until January 21, 2029, after which date the Commissioner of Social Security would be required to submit a detailed report to Congress, laying out and justifying a process for closing, consolidating, or reducing access to field offices; bill also requires the Commissioner to maintain the total number of field offices and hearing offices that were in operation on January 20, 2025, after the moratorium ends and requires that, in considering future office closures, the Commissioner must consider potential transportation and communication barriers for individuals served by the office, provide significant advance notice to the public and members of Congress, and ensure opportunities for public input and appeals. Social Security Administration. Protecting Americans Social Security Data Act (H.R. 1877): Proposals to protect Americans from having their sensitive personal information politicized or bought and sold to the highest bidder by preventing Elon Musk, his associates, and political appointees from accessing sensitive data systems at SSA, codifying SSA data privacy requirements into law and strengthening oversight and civil penalties for any privacy and disclosure violations of Social Security beneficiaries personal information. Social Security Administration. The Improving Social Securitys Service to Victims of Identity Theft Act (S. 1666 and H.R. 5345): 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 on Omitting Food from In-Kind Support and Maintenance Calculations, Docket No. SSA-2021-0014; Comments on Expanding the Rental Subsidy, Docket No. SSA-2023-0010; Comments on Intermediate Improvement to the Disability Adjudication Process Including How We Consider Past Work, Docket No. SSA-2023-0024; Comments on Rulemaking Expanding the Definition of a Public Assistance Household, Docket No. SSA-2023-0015; Comments on 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. Social Security Administration. The creation of an online application for all SSI applicants, streamlining data collection to more effectively obtain treating source evidence, eliminating the reconsideration level of review, updating outdated occupational information, adding a robust online scheduling tool and ensuring comprehensive customer service for all individuals. Social Security Administration. Removing Barriers to Work for Disabled Americans Act (H.R. 8884). Proposals to reauthorize SSA demonstration projects intended to help Americans with disabilities re-enter the workforce, but this legislation does not include guardrails to prevent the Trump Administration from forcing our most vulnerable citizens off the disability roles. In light of this Administrations previous efforts to eviscerate the disability program (SSDI) through the mechanism of demonstration projects, budget proposals and regulatory changes, such guardrails are essential. Womens Retirement Security. The Womens Retirement Protection Act (S. 988 and H.R. 2023): 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 (American Relief Act, P.L. 118-158, Division D) and the Farm, Food, and National Security Act of 2026 (H.R. 7567): Proposals to cut 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

1. Proposals to change the Social Security annual Cost of Living Adjustment formula 2. Proposals to raise the Social Security early and normal retirement ages 3. Proposals to "means test" Social Security benefits 4. Proposals to change the Social Security earnings cap 5. Proposals to change the Social Security withholding tax and increase benefits 6. H.R. 1700, Social Security Expansion Act, entire bill 7. S. 700, Social Security Expansion Act, entire bill 8. S. 1234, SSI Savings Penalty Elimination Act, entire bill 9. H.R. 1876, Keeping Our Field Offices Open Act, entire bill 10. H.R. 1877, Protecting Americans SocialSecurity Data Act, entire bill 11. Treatment of caregivers under the Social Security Act 12. Proposals to increase the Social Security death benefit 13. S. 2335, Pensions for All Act, entire bill 14. S. 2763, Keep Billionaires Out of Social Security Act, entire bill 15. S. 2614, Protecting and Preserving Social Security Act, entire bill 16. H.R. 4968, Protecting and Preserving Social Security Act, entire bill 17. S. 3462, Safeguarding American Families and Expanding Social Security Act of 2025, entire bill 18. S. 5178, Social Security Survivor Benefits Equity Act, entire bill 19. S. 3255, Surviving Widow(er) Income Fair Treatment Act of 2025, entire bill 20. S. 3462, Safeguarding American Families and Expanding Social Security Act, entire bill 21. H.R. 6084, ERISA Litigation Reform Act, entire bill 22. H.Res. 1059, Of inquiry requesting the President of the United States to furnish certain information to the House of Representatives relating to the Department of Government Efficiency's access to and usage of NUMIDENT and other personally identifiable information in the possession of the Social Security Administration, entire resolution 23. H.R. 7828, Supplemental Security Income Restoration Act, entire bill 24. S. 4001, Supplemental Security Income Restoration Act of 2026, entire bill 25. S. 4092, No Crypto in Social Security Act, entire bill 26. Department of Labor proposed regulations regarding crypto and private equity investments in 401(k) accounts 27. H.R. 9296,Strengthening Social Security Act of 2026, entire bill 28. H.R. 9415, Safeguarding American Families and Expanding Social Security Act of 2026, entire bill

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

Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE

H.R. 930, the Stop the Wait Act H.R. 2540/S. 1234, the SSI Savings Penalty Elimination Act H.R. 3517, the Social Security Enhancement and Protection Act of 2025 H.R. 7828/S. 4001, the Supplemental Security Income Restoration Act of 2026 H.R. 3924, the We Cant Wait Act Discussions: Preserving the Combined Federal Campaign

Client expense: $112,137 · Firm income: Not reported

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

SSI/SSDI SSI Savings Penalty Elimination Act (S. 1234/H.R. 2540) support passage ABLE Tomorrow Act (S. 4498) ABLE Match Act ABLE Direct Deposit Act

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

SSI Saving Penalty Elimination Act (S.1234 /H.R .2540)

Client expense: $121,376 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Supplemental Security Income Savings Penalty Elimination Act (H.R.2540/ S.1234), SSI Restoration Act, disability marriage penalty, Marriage Equality for Disabled Adults Act (H.R. 1389), Eliminating the Marriage Penalty in SSI Act (H.R. 320/ S.73), home and community-based services, Individuals with Disabilities Act (P.L. 101-336), ENABLE Act (H.R.1436/S.627), Seat Elevation in Group 2 Non-Complex Power Wheelchairs, Coverage of Standing Systems in Power Wheelchairs, Adult Changing Tables at U.S. Capitol, Department of Education Office of Special Education and Rehabilitative Services staffing and enforcement, Public Law 119-21 Implementation, including disability and medically frail definition for Medicaid Community Engagement Requirement; Veterans STAND Act (H.R. 6835), Veterans SPORTS Act (S. 3138), ABLE Tomorrow Act, the ABLE MATCH Act, and the ABLE Direct Deposit Act

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

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

Issues related to Social Security Administration disability claims due process (generally, no specific legislation); Issues related to Social Security Administration customer service (generally, no specific legislation); Issues related to Social Security Administration engagement with appointed representatives on disability claims (generally, no specific legislation); Issues related to Health and Human Services interpretation of standards for digital health information exchange (generally, no specific legislation); SSI Savings Penalty Elimination Act (S 1234 and HR 2540); SSI Restoration Act (S 4001 and HR 7828); Ticket to Work Advertisement Act (HR 7253); Phased-in SSDI during waiting period for terminally ill claimants (S 4255); Stop the Wait Act (HR 930); We Can't Wait Act (S 3924); Immediate Access for the Terminally Ill Act (S 3648 and HR 7104); Social Security Enhancement and Protection Act (HR 3517); Social Security Overpayment Relief Act (HR 2142); Social Security Expansion Act (S 770 and HR 1700)

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

Government targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE, Social Security Administration (SSA)

Support the SSI Savings Penalty Elimination Act (H.R. 2540 /S. 1234)

Client expense: $5,185 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

FY26 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, Vaccine Injury Compensation Program, Antimicrobial Resistance, Maternal and Child Health, Newborn Screening Saves Lives Reauthorization Act Strengthening the Vaccines for Children Program Act FY26 National Defense Authorization Act IDEA Full Funding Act (H.R.2598) PREEMIE Reauthorization Act (H.R. 1197) Preventing Maternal Deaths Reauthorization Act of 2025 (H.R.1909) Artificial Intelligence TRICARE Autism Maternal mental health/perinatal mental health Vaccines Lifespan Respite Care Reauthorization Act (S.830/H.R.2560) FASD Respect Act (S. 139) Family Vaccine Protection Act (H.R.3701) VACCINE Act HEADS UP Act (H.R.3409) Protecting Free Vaccines Act PREVENT HPV Cancers Act (H.R. 6561) Vaccine Transportation Access Act Innovation in Pediatric Drugs Act (S.705) & Policies to Strengthen Pediatric Research Equity Act Best Pharmaceuticals for Children Act Pediatric Research Equity Act Prescription Drug User Fee Amendments Pediatric Trials Network Artificial Intelligence Global Child Thrive Reauthorization Act Fiscal Year 2027 Appropriations bills (Labor HHS and SFOPS/NSRP) Protecting Sensitive Locations Act (H.R.5166 / S.455) Early Childhood Development programming Family Detention / DHS policies Unaccompanied Children's Program / Office of Refugee Resettlement PAHPA reauthorization Visas for International Medical Graduates Child passenger safety Appropriations for the Indian Health Service Appropriations for Environmental Programs (including EPA) Maternal, Infant, and Early Childhood Home Visiting Program & Implementation Infant sleep product safety Lead exposure prevention Food safety Paid family and medical leave Regulation of high-powered magnet sets Vehicle emissions standards Button battery ingestions Early childhood education (including Head Start, Childcare) Child product safety and injury prevention, including drowning prevention Child Abuse Prevention and Treatment Act (CAPTA) Family First Prevention Services Act implementation Title IV-B Congregate care reform Mental health supports for foster youth/former foster youth Mercury and Air Toxics Standards, ozone and particulate matter NAAQS, EPA greenhouse gas regulation, Endangerment Finding QRTP/IMDs Firearm Injury and Violence Prevention (Including Research Funding; Background Checks; Safe/Secure Storage) Childcare Funding & Resources Native American Child Health Water Beads Vaccines Fluoride Child Welfare & Medicaid, Social Services Block Grant (SSBG), Temporary Assistance for Needy Families (TANF), and Supplemental Nutrition Assistance Program (SNAP) Housing Prematurity Research Expansion and Education for Mothers who Deliver Infants Early (PREEMIE) Reauthorization Act Funding Newborn Screening Saves Lives Reauthorization Act (H.R. 4709) Donor Milk, Access to Donor Milk Act Title V Maternal and Child Health (MCH) Services Block Grant SSI Savings Penalty Elimination Act (S.1234/H.R.2590) Supplemental Security Income Equality Act (H.R. 2540) Autonomous Vehicles Pregnancy Risk Assessment Monitoring System (PRAMS) Data Collection Project Toxic Substances Control Act (TSCA) & Potential Changes Family Resource Centers Medicaid Payment Parity (including H.R. 1433 / S. 760 - Kids Access to Primary Care Act) Access to Care in Medicaid/CHIP Medicaid/CHIP federal funding Accelerating Kids Access to Care Act (H.R. 1509 / S. 752) H.R. 4641 - Keep Kids Covered Act S. 2287/H.R. 4425 - Palliative Care and Hospice Education and Training Act (PCHETA) Telehealth - Medicare telehealth extension, CONNECT for Health Act (S. 1261) One Big Beautiful Bill Act (H.R. 1) Hospital at Home Program Vaccines for Children Program Children and Teens Online Privacy Protection Act (H.R. 6291/S. 836) Kids Online Safety Act (H.R. 6484/S.1748) Artificial Intelligence and Child Health Legislation to Protect Young People Online Pediatric Specialty Loan Repayment Program Funding and Program Implementation EMPOWER for Health Act Tobacco Product Regulation/Enforcement Resources to Prevent Youth Vaping Act (S. 4257) Funding for Tobacco Control Programs Biomedical Research Funding (NIH, NICHD, AHRQ, etc.) LGBTQ Health Funding for Health Workforce Programs Funding for WIC SNAP/Farm Bill Mental Health for Children MODERN WIC Act/21st Century WIC Act Breastfeeding Peer Counseling Program Funding for HRSA Pediatric Mental Health Care Access Program Donor Milk Dietary Guidelines Suicide Prevention School Meal Standards WIC Food Packages Whole Milk Supporting Childrens Mental Health Care Access Nutrition Infant Formula Medicaid Immigration Child Welfare Vaccines Healthcare Workforce

Client expense: $320,000 · 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), Drug Enforcement Administration (DEA), Environmental Protection Agency (EPA), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Housing & Urban Development, Dept of (HUD), Indian Health Service, Interior, Dept of (DOI), Natl Institutes of Health (NIH), Office of the Comptroller of the Currency (OCC), SENATE, Social Security Administration (SSA), State, Dept of (DOS), U.S. Agency for International Development (USAID)

Social Security Expansion Act, H.R.1700/S.770 (generally, no specific provisions) SSI Savings Penalty Elimination Act, H.R.2540/S.1234 (generally, no specific provisions) Improving Social Security's Service to Victims of Identity Theft Act, S. 1666 (generally, no specific provisions) Issues related to Social Security beneficiary return to work policy (generally, no specific legislation)

Client expense: $80,000 · 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; S.1234/H.R.2540 - SSI Savings Penalty Elimination Act; H.R.930 - Stop the Wait Act of 2025; H.R.1389 - Marriage Equality for Disabled Adults Act; S.627 - Ensuring Nationwide Access to Better Life Experience (ENABLE) Act; We Cant Wait Act (S.3924); SSI Restoration Act (S.4001/H.R.7828).

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

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

S. 1227/H.R. 2491, Alleviating Barriers for Caregivers Act. Public Law 119-21, the One, Big, Beautiful Bill Act. S.1831 Auto Reenroll Act. H.R.6722 Automatic IRA Act. S. 1526/H.R. 2696, the Retirement Savings for Americans Act. S.1840, the RISE Act. S.3924, the We Cant Wait Act. S.4255, the Expedited Disability Insurance Payments for Terminally Ill Individuals Act. H.R.3517, the Social Security Enhancement and Protection Act. S.4092, the No Crypto in Social Security Act. H.R.6644, the ROAD to Housing Act. S.988 /H.R. 2023, the Women's Retirement Protection Act. H.R.6084, the ERISA Litigation Reform Act. S.1234/HR 2540, the SSI Savings Penalty Elimination Act. S.1504/HR 5284, the Claiming Age Clarity Act. S. 1666/HR 5345, the Improving Social Securitys Service to Victims of Identity Theft Act. H.R. 5348, the Social Security Child Protection Act. H.R. 3695, the Social Security Access Act. H.R. 3271/S 1690, the Medicare & Social Security Fair Share Act. S. 4184, the Senior Citizens Freedom to Work Act. H.R. 1877, the Protecting Americans Social Security Data Act. S. 4001/HR 7828, the Supplemental Security Income Restoration Act. H.Res.1059 - Of inquiry requesting the President of the United States to furnish certain information to the House of Representatives relating to the Department of Government Efficiency's access to and usage of NUMIDENT and other personally identifiable information in the possession of the Social Security Administration. H.R. 7573, the Modernize SSI Stipends Act. No bill number. Discussed retirement access and coverage issues. No bill number. Discussed fiduciary obligations. No bill number. Discussed alternative assets in retirement plans. No bill number. Discussed Lifetime income. No bill number. Discussed retirement plan rollovers. No bill number. Discussed litigation reform and ERISA. No bill number. Discussed federal retirement savings program. No bill number. Discussed funding for the Social Security Administration (SSA). No bill number. Discussed SSAs customer service and agency operations. No bill number. Discussed SSAs in-person service options. No bill number. Discussed SSAs National Scheduling Calendar initiative. No bill number. Discussed SSAs engagement with advocacy groups. No bill number. Discussed Social Securitys Retirement Earnings Test. No bill number. Discussed Social Security solvency. No bill number. Discussed a balanced budget amendment. No bill number. Discussed SSA data privacy. No bill number. Discussed the Senior Independence Act. No bill number. Discussed the Final Month Fairness Act. No bill number. Discussed the Social Security Caregiver Credit Act. No bill number. Discussed Social Security and crypto investments. No bill number. Discussed a sovereign wealth fund for Social Security. No bill number. Discussed ways to improve SSI take-up.

Client expense: $3,830,000 · Firm income: Not reported

Government targets: General Services Administration (GSA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), SENATE, Social Security Administration (SSA), White House Office

Older Americans Act Reauthorization. The Older Americans Act Reauthorization Act (S. 2120): 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. Social Security Cost of Living Adjustment (COLA). The Fair COLA for Seniors Act (No bill) and the Social Security Cost of Living Increase Act (No bill): 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. 3059): 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 (No bill): 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. 770 and H.R. 1700): Proposals to enhance Social Security benefits and ensure the long-term solvency of the Social Security program. The Strengthening Social Security Act (No bill): Proposals to extend the solvency of the Social Security Trust Funds and improve benefits. The Safeguarding American Families & Expanding Social Security Act (S. 3462): 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 (S. 2614 and H.R. 4968): 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 (No bill): Proposals to improve benefits for widows and widowers in two-income households. The Surviving Widow(er) Income Fair Treatment Act (SWIFT Act) (S. 3255): Proposal to increase survivors benefits for disabled widows, widowers, and surviving divorced spouses; Social Security Enhancement and Protection Act (H.R. 3517): Proposal would improve Social Security benefits by increasing the Special Minimum Benefit, boosting benefits for seniors who have on the Social Security rolls for a long period of time, restore student benefits to age 26 and extend the life of the Trust Funds by eliminating the cap on Social Security benefits and phasing-in an increase in the payroll tax rate. The Social Security Survivor Benefits Equity Act (H.R. 6424 and S. 3357): Proposal to increase the lump-sum benefit amount payable upon the death of a beneficiary to take into account inflation. Social Security Funding. The Medicare and Social Security Fair Share Act (H.R. 3271 and S. 1690): 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. Cutting Social Security by Raising the Retirement Age. Affirming the Presidents Promise Not to Raise the Social Security and Medicare Retirement Age (H. Res. 657): House Resolution opposing raising Social Security or Medicare eligibility age. Caregiver Social Security Credits. The Social Security Caregiver Credits Act (No bill): 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 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. (H.R. 2999, H.R. 2142 and S. 1023): 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 (S. 4001 and H.R. 7828): Proposals to strengthen and restore the SSI program. Supplemental Security Income (SSI) Program. The SSI Savings Penalty Elimination Act (H.R. 2540 and S. 1234): 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 (No bill): 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. 1013): 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. The Department of Labor proposed regulation to modernize the fiduciary rule to strengthen protections for retirement investors who seek professional investment advice. (No bill): Congressional reversal of the rule submitted by the Department of Labor relating to "Retirement Security Rule: Definition of an Investment Advice Fiduciary". Pensions: The ERISA Litigation Reform Act (H.R. 6084). A bill that would undermine ERISAs ability to protect retirement plan participants hard-earned retirement income under the erroneous notion that the recent unanimous Supreme Court decision in Cunningham v. Cornell University will lead to a tide of ERISA class action litigation. Social Security Administration. Keep Billionaires Out of Our Social Security Act (S. 2763), Hands Off Our Social Security Act (H.R. 4734), Repairing Social Security after DOGE (H.R. 6237). Proposals to reverse cuts the Trump Administration has made to the Social Security Administration (SSA), prevents Social Security field offices from shutting down, makes it easier for seniors and people with disabilities to apply for the benefits they have earned over the phone, provides the resources the SSA needs to approve earned benefits quickly, protects benefits from unauthorized tampering, delays or changes, blocks privatization of SSA, enforces privacy protections for beneficiary data, and requires annual Government Accountability Office audits on staffing, operations and compliance. Social Security Administration. Letter to Social Security Commissioner Frank Bisignano opposing enhanced identity verification procedures for beneficiary transactions with SSA that will make it difficult, if not impossible, for many older Americans and members of the disability community to access their earned benefits. Social Security Administration. Resolution of Inquiry by Representative John Larson (H. Res. 195): Requesting information be provided to Congress regarding the Department of Government Efficiencys (DOGE) access to the Social Security Administrations computer data, which compromises beneficiary privacy by allowing access to Americans personal information such as Social Security numbers, banking information, earnings history and medical information. Social Security Administration. Keep Our Field Offices Open Act (H.R. 1876): Proposals to suspend Social Security field office closures until January 21, 2029, after which date the Commissioner of Social Security would be required to submit a detailed report to Congress, laying out and justifying a process for closing, consolidating, or reducing access to field offices; bill also requires the Commissioner to maintain the total number of field offices and hearing offices that were in operation on January 20, 2025, after the moratorium ends and requires that, in considering future office closures, the Commissioner must consider potential transportation and communication barriers for individuals served by the office, provide significant advance notice to the public and members of Congress, and ensure opportunities for public input and appeals. Social Security Administration. Protecting Americans Social Security Data Act (H.R. 1877): Proposals to protect Americans from having their sensitive personal information politicized or bought and sold to the highest bidder by preventing Elon Musk, his associates, and political appointees from accessing sensitive data systems at SSA, codifying SSA data privacy requirements into law and strengthening oversight and civil penalties for any privacy and disclosure violations of Social Security beneficiaries personal information. Social Security Administration. The Improving Social Securitys Service to Victims of Identity Theft Act (S. 1666): 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 on Omitting Food from In-Kind Support and Maintenance Calculations, Docket No. SSA-2021-0014; Comments on Expanding the Rental Subsidy, Docket No. SSA-2023-0010; Comments on Intermediate Improvement to the Disability Adjudication Process Including How We Consider Past Work, Docket No. SSA-2023-0024; Comments on Rulemaking Expanding the Definition of a Public Assistance Household, Docket No. SSA-2023-0015; Comments on 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. Social Security Administration. The creation of an online application for all SSI applicants, streamlining data collection to more effectively obtain treating source evidence, eliminating the reconsideration level of review, updating outdated occupational information, adding a robust online scheduling tool and ensuring comprehensive customer service for all individuals. Womens Retirement Security. The Womens Retirement Protection Act (S. 988 and H.R. 2023): 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 (American Relief Act, P.L. 118-158, Division D): Provisions to cut 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: $190,000 · Firm income: Not reported

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

H.R. 1520/S. 1782 - Charlotte Woodward Organ Transplant Discrimination Prevention Act Issues related to Alzheimers disease and implementation of the National Alzheimers Project Act (NAPA) Issues related to Medicaid and HCBS Appropriations for programs and services that benefit the Down syndrome community H.R. 2598/S. 1277 - IDEA Full Funding Act Issues related to the Department of Education and special education services H.R. 3420 - Words Matter Act H.R. 1022/S. 402 - Words Matter for the District of Columbia Courts Act H.R. 4771/S. 2438 - Transformation to Competitive Integrated Employment Act H.R. 2540/S. 1234 - SSI Savings Penalty Elimination Act H.R. 4644/S. 2459 - ABLE Employment Flexibility Act H.R. 6617/S. 3448 - Keeping All Students Safe Act Issues related to SSI and SSDI Issues related to employment for individuals with disabilities Issues related to online safety

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

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

H.R. 2450/S. 1234 SSI Savings Penalty Elimination Act Child Tax Credit expansion Newborn Credit engagement S. 3596 Stronger Start for Working Families Act Earned Income Tax Credit reforms

Client expense: Not reported · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 2450/S. 1234 SSI Savings Penalty Elimination Act

Client expense: Not reported · Firm income: Not reported

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

H.R. 2450/S. 1234 - SSI Savings Penalty Elimination Act H.R. 4771/S. 2438 - Transformation to Competitive Integrated Employment Act Dependent Care FSAs - Proposals to expand the eligible uses of Dependent Care FSAs and related issues.

Client expense: $360,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Older Americans Act Reauthorization. The Older Americans Act Reauthorization Act (S. 2120): 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. Social Security Cost of Living Adjustment (COLA). The Fair COLA for Seniors Act (No bill) and the Social Security Cost of Living Increase Act (No bill): 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. 3059): 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 (No bill): 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. 770 and H.R. 1700): Proposals to enhance Social Security benefits and ensure the long-term solvency of the Social Security program. The Strengthening Social Security Act (No bill): Proposals to extend the solvency of the Social Security Trust Funds and improve benefits. The Safeguarding American Families & Expanding Social Security Act (S. 3462): 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 (S. 2614 and H.R. 4968): 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 (No bill): Proposals to improve benefits for widows and widowers in two-income households. The Surviving Widow(er) Income Fair Treatment Act (SWIFT Act) (S. 3255): Proposal to increase survivors benefits for disabled widows, widowers, and surviving divorced spouses; Social Security Enhancement and Protection Act (H.R. 3517): Proposal would improve Social Security benefits by increasing the Special Minimum Benefit, boosting benefits for seniors who have on the Social Security rolls for a long period of time, restore student benefits to age 26 and extend the life of the Trust Funds by eliminating the cap on Social Security benefits and phasing-in an increase in the payroll tax rate. The Social Security Survivor Benefits Equity Act (H.R. 6424 and S. 3357): Proposal to increase the lump-sum benefit amount payable upon the death of a beneficiary to take into account inflation. Social Security Funding. The Medicare and Social Security Fair Share Act (H.R. 3271 and S. 1690): 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. Cutting Social Security by Raising the Retirement Age. Affirming the Presidents Promise Not to Raise the Social Security and Medicare Retirement Age (H. Res. 657): House Resolution opposing raising Social Security or Medicare eligibility age. Caregiver Social Security Credits. The Social Security Caregiver Credits Act (No bill): 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 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. (H.R. 2999, H.R. 2142 and S. 1023): 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 (S. 4001 and H.R. 7828): Proposals to strengthen and restore the SSI program. Supplemental Security Income (SSI) Program. The SSI Savings Penalty Elimination Act (H.R. 2540 and S. 1234): 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 (No bill): 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. 1013): 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. The Department of Labor proposed regulation to modernize the fiduciary rule to strengthen protections for retirement investors who seek professional investment advice. (No bill): Congressional reversal of the rule submitted by the Department of Labor relating to "Retirement Security Rule: Definition of an Investment Advice Fiduciary". Pensions: The ERISA Litigation Reform Act (H.R. 6084). A bill that would undermine ERISAs ability to protect retirement plan participants hard-earned retirement income under the erroneous notion that the recent unanimous Supreme Court decision in Cunningham v. Cornell University will lead to a tide of ERISA class action litigation. Social Security Administration. Keep Billionaires Out of Our Social Security Act (S. 2763), Hands Off Our Social Security Act (H.R. 4734), Repairing Social Security after DOGE (H.R. 6237). Proposals to reverse cuts the Trump Administration has made to the Social Security Administration (SSA), prevents Social Security field offices from shutting down, makes it easier for seniors and people with disabilities to apply for the benefits they have earned over the phone, provides the resources the SSA needs to approve earned benefits quickly, protects benefits from unauthorized tampering, delays or changes, blocks privatization of SSA, enforces privacy protections for beneficiary data, and requires annual Government Accountability Office audits on staffing, operations and compliance. Social Security Administration. Letter to Social Security Commissioner Frank Bisignano opposing enhanced identity verification procedures for beneficiary transactions with SSA that will make it difficult, if not impossible, for many older Americans and members of the disability community to access their earned benefits. Social Security Administration. Resolution of Inquiry by Representative John Larson (H. Res. 195): Requesting information be provided to Congress regarding the Department of Government Efficiencys (DOGE) access to the Social Security Administrations computer data, which compromises beneficiary privacy by allowing access to Americans personal information such as Social Security numbers, banking information, earnings history and medical information. Social Security Administration. Keep Our Field Offices Open Act (H.R. 1876): Proposals to suspend Social Security field office closures until January 21, 2029, after which date the Commissioner of Social Security would be required to submit a detailed report to Congress, laying out and justifying a process for closing, consolidating, or reducing access to field offices; bill also requires the Commissioner to maintain the total number of field offices and hearing offices that were in operation on January 20, 2025, after the moratorium ends and requires that, in considering future office closures, the Commissioner must consider potential transportation and communication barriers for individuals served by the office, provide significant advance notice to the public and members of Congress, and ensure opportunities for public input and appeals. Social Security Administration. Protecting Americans Social Security Data Act (H.R. 1877): Proposals to protect Americans from having their sensitive personal information politicized or bought and sold to the highest bidder by preventing Elon Musk, his associates, and political appointees from accessing sensitive data systems at SSA, codifying SSA data privacy requirements into law and strengthening oversight and civil penalties for any privacy and disclosure violations of Social Security beneficiaries personal information. Social Security Administration. The Improving Social Securitys Service to Victims of Identity Theft Act (S. 1666): 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 on Omitting Food from In-Kind Support and Maintenance Calculations, Docket No. SSA-2021-0014; Comments on Expanding the Rental Subsidy, Docket No. SSA-2023-0010; Comments on Intermediate Improvement to the Disability Adjudication Process Including How We Consider Past Work, Docket No. SSA-2023-0024; Comments on Rulemaking Expanding the Definition of a Public Assistance Household, Docket No. SSA-2023-0015; Comments on 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. Social Security Administration. The creation of an online application for all SSI applicants, streamlining data collection to more effectively obtain treating source evidence, eliminating the reconsideration level of review, updating outdated occupational information, adding a robust online scheduling tool and ensuring comprehensive customer service for all individuals. Womens Retirement Security. The Womens Retirement Protection Act (S. 988 and H.R. 2023): 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 (American Relief Act, P.L. 118-158, Division D): Provisions to cut 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

1. Proposals to change the Social Security annual Cost of Living Adjustment formula 2. Proposals to raise the Social Security early and normal retirement ages 3. Proposals to "means test" Social Security benefits 4. Proposals to change the Social Security earnings cap 5. Proposals to change the Social Security withholding tax and increase benefits 6. H.R. 1700, Social Security Expansion Act, entire bill 7. S. 700, Social Security Expansion Act, entire bill 8. S. 1234, SSI Savings Penalty Elimination Act, entire bill 9. H.R. 1876, Keeping Our Field Offices Open Act, entire bill 10. H.R. 1877, Protecting Americans SocialSecurity Data Act, entire bill 11. Treatment of caregivers under the Social Security Act 12. Proposals to increase the Social Security death benefit 13. S. 2335, Pensions for All Act, entire bill 14. S. 2763, Keep Billionaires Out of Social Security Act, entire bill 15. S. 2614, Protecting and Preserving Social Security Act, entire bill 16. H.R. 4968, Protecting and Preserving Social Security Act, entire bill 17. S. 3462, Safeguarding American Families and Expanding Social Security Act of 2025, entire bill 18. S. 5178, Social Security Survivor Benefits Equity Act, entire bill 19. S. 3255, Surviving Widow(er) Income Fair Treatment Act of 2025, entire bill 20. S. 3462, Safeguarding American Families and Expanding Social Security Act, entire bill 21. H.R. 6084, ERISA Litigation Reform Act, entire bill 22. H.Res. 1059, Of inquiry requesting the President of the United States to furnish certain information to the House of Representatives relating to the Department of Government Efficiency's access to and usage of NUMIDENT and other personally identifiable information in the possession of the Social Security Administration, entire resolution 23. H.R. 7828, Supplemental Security Income Restoration Act, entire bill 24. S. 4001, Supplemental Security Income Restoration Act of 2026, entire bill 25. S. 4092, No Crypto in Social Security Act, entire bill

Client expense: $95,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE