Pensions for All Act

H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act; entire bill H.R. 2544 - Financial Freedom Act; entire bill H.R. 2696 - Retirement Savings for Americans Act; entire bill H.R. 2891 - IRA Charitable Rollover Facilitation and Enhancement Act; entire bill H.R. 6084 - ERISA Litigation Reform Act; entire bill H.R. 6324 - Retirement Simplification and Clarity Act; entire bill H.R. 6450 - Retirement Rollover Flexibility Act; entire bill H.R. 6722 - Automatic IRA Act of 2025; entire bill H.R. 7556 - Pensions for All Act; entire bill S. 424 - Retirement Fairness for Charities and Educational Institutions Act; entire bill S. 1222 - Financial Freedom Act; entire bill S. 1526 - Retirement Savings for Americans Act (RSAA); entire bill S. 2217 - Independent Retirement Fairness Act; entire bill S. 2335 - Pensions for All Act; entire bill S. 3352 - Retirement Rollover Flexibility Act; entire bill S. 3975 - IRA Charitable rollover Facilitation and Enhancement Act; entire bill Not Yet Introduced: Excise taxes on Individual Retirement Accounts

Client expense: $280,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Retirement Security, Q4 2025 1.H.R.1013, S.424 Retirement Fairness for Charities and Educational Institutions Act of 2025: Allows 403(b) retirement plans to invest in Collective Investment Trust or Separate Accounts Insurance Products to establish investment parity with other defined contribution plans, like 401(k)s. 2.H.R.2023, S.988 Womens Retirement Protection Act (WRPA): This legislation imposes spousal consent requirements on nearly all distributions from defined contribution plans. The bill also seeks to enhance financial literacy through grants to community-based organizations and offers grants to such organizations to help low-income women and survivors of domestic abuse obtain qualified domestic relations orders. 3.H.R.2067, S.928 Protecting Americans Retirement Savings Act (PARSA): This bill prohibits ERISA-covered retirement plans from making new investments in companies controlled by or based in countries considered to be foreign adversaries. Foreign adversaries include China, Iran, North Korea, and Russia. The bill also requires fiduciaries to disclose continuing investments in such entities and sanctioned firms. 4.H.R.2089 Generating Retirement Ownership through Long-Term Holding (GROWTH): The legislation provides that reinvested mutual fund dividends are not subject to capital gains taxation until the investor sells his or her shares. 5.H.R.2163 No Penalties for Victims of Fraud Act: The bill ensures that victims of retirement account fraud are not subject to the 10% additional income tax on early retirement plan distributions. 6.H.R.2544, S.1222 Financial Freedom Act of 2025: The legislation prohibits the Secretary of Labor from restricting the investments available in self-directed 401(k) brokerage windows. The bill also prohibits the DOL from preventing a fiduciary from selecting, any particular type of investment alternative, provided that a fiduciary provides the participant or beneficiary an opportunity to choose, from a broad range of investment alternatives, nor can the DOL require that any particular type of investment be either favored or disfavored, other than on the basis of the investments risk-return characteristics. 7.H.R.2696, S.1526 Retirement Savings for Americans Act (RSAA): This legislation establishes a federally run American Worker Retirement Plan for private-sector workers that do not have access to a workplace-based retirement plan. The bill also includes an enhanced federal matching contribution that only applies to lower income workers that participate in the federal plan. 8.H.R.2748 First Time Homeowner Savings Plan Act: This legislation increases the amount first-time homebuyers could pull from their retirement savings from the $10,000 set in the 1990s to $25,000 (indexed to inflation) without the 10% additional income tax on early retirement plan distributions to use as a down payment on their home. 9.H.R.2869 EBSA Investigations Transparency Act: This legislation requires the Department of Labors Employee Benefits Security Administration (EBSA) to submit annual reports to Congress on the status of its open employee plan audits and to explain why any audits open for more than 36 months have not been closed. 10.H.R.2958 Balance the Scales Act: This legislation requires the Department of Labors Employee Benefits Security Administration (EBSA) to report annually to Congress about its use of common interest agreements. 11.H.R.2988 Protecting Prudent Investment of Retirement Savings Act: This legislation amends ERISA to specify that a retirement plan fiduciary shall be considered acting solely in the interest of participants only if: 1) the investment does not subordinate the interest of participants in their retirement income or financial benefits under the plan to other objectives, including ESG objectives and 2) the fiduciary does not sacrifice investment returns or take on additional investment risks to promote goals unrelated to the plan. 12.H.R.3526, S.2867 Uplifting First-Time Homebuyers Act of 2025: This legislation allows individuals to take an early distribution out of an IRA of up to $50,000 for a qualified first-time home purchase without the 10% additional income tax penalty. Current rules only allow up to a $10,000 early distribution without penalty. 13.H.R.4718, S.1707 Helping Young Americans Save for Retirement Act: This legislation lowers the required minimum participation age in ERISA-covered retirement plans from age 21 to age 18. 14.S.2003 Strengthening Benefits Plans Act of 2025: This legislation permits surplus assets in a retiree health account to be used for other benefits, like active employee health benefits. The legislation also permits surplus assets in a defined benefit plan to be used to provide contributions to the employers defined contribution plan without terminating the defined benefit plan. 15.S.2210 Unlocking Benefits for Independent Workers Act: This legislation establishes a safe harbor under federal law for companies that would like to voluntarily provide independent workers with any benefit or protection commonly provided to full-time employees, such as retirement and health care benefits. 16.S.2217 Independent Retirement Fairness Act: This legislation relaxes the audit rules for pooled employer plans (PEPs) and allows companies to enroll their independent workers in PEPs and simplified employer pensions (SEPs) IRAs without triggering employee classification. 17.H.R.4548, S.2365 Small Nonprofit Retirement Security Act of 2025: This legislation makes the credit for small employer pension plan startup costs and the retirement auto-enrollment credit available to tax-exempt eligible small employers. 18.H.R.5325 Unclaimed Retirement Rescue Plan: This legislation directs the Department of Labor (DOL) to issue a regulation that would permit retirement plan fiduciaries to transfer unclaimed retirement distributions to State unclaimed property programs. 19.H.R.5748 Retirement Investment Choice Act: This legislation codifies Executive Order 14330 relating to democratizing access to alternative assets for 401(k) investors. 20.S.3083 Providing Complete Information to Retirement Investors Act: This legislation adds a new notice requirement to participants investing through brokerage windows in 401(k) plans to explain that the investments in a brokerage window have not been prudently selected and are not monitored by a plan fiduciary. 21.S.3086 Restoring Integrity in Fiduciary Duty Act: This legislation limits fiduciary consideration of nonpecuniary factors for investments. The bill further states that ERISA fiduciaries must also make decisions regarding the exercise of shareholder rights and proxy voting based on pecuniary factors. 22.H.R.5887 Saving for the Future Act: This legislation establishes a hybrid emergency savings and 401(k)-type government-run program called the Federal Universal Personal Savings Investment Program and creates UP Retirement Accounts for every full-time and part-time worker not covered by an active defined benefit pension plan. The legislation also requires employers to make a minimum employer contribution to the workers retirement account. 23.H.R.6084 ERISA Litigation Reform Act: This legislation amends the pleading standard under ERISA Section 502 for certain claims to put the burden on the plaintiff to plausibly allege and prove that an ERISA prohibitive transaction occurred that is not exempt under ERISA section 408(b)(2). 24.H.R.6324 Retirement Simplification and Clarity Act: This legislation would: (1) permit an in-service plan distribution to an individual retirement annuity on or after attainment of age 50; and (2) include a specific reference to an individual retirement annuity as a rollover option under a simplified 402(f) safe harbor notice. 25.H.R.6417, S.3333 Emergency Savings Enhancement Act of 2025: This legislation would double the maximum balance limit for Pension-Linked Emergency Savings Accounts (PLESAs) from $2,500 to $5,000 and allows Highly Compensated Employees (HCEs) to participate. 26.H.R.6450, S.3352 Retirement Rollover Flexibility Act: This legislation would permit rollover contributions from Roth IRAs to designated Roth accounts in qualified retirement plans, like 401(k)s. 27.H.R.6722 Automatic IRA Act of 2025: The legislation would require employers with more than 10 employees that do not sponsor a retirement plan to automatically enroll their employees in IRAs (automatic IRAs) or other automatic contribution plans or arrangements, like 401(k) plans. The legislation also requires 401(k) plans with over 100 participants plans must permit participants to elect to receive at least 50 percent of their vested account balance in the form of lifetime income. This requirement does not apply to participants with balances below $200,000. 28.H.R.6729, S.1831 Auto Reenroll Act of 2025: This legislation amends the qualified automatic contribution arrangement (QACA) safe harbor in the tax code for 401(k) plans to allow for automatic periodic reenrollment into the plan. 29.H.R.7185 Home Savings Act: This legislation permits penalty-free withdrawals from a 401(k) account for up to five years when the funds are used for a down payment or closing costs on a primary residence. The legislation also allows an individual to make a penalty-free 401(k) withdrawal and gift those funds to a relative, exempt from gift tax, provided the relative uses the money for a down payment or closing costs on a primary residence. 30.H.R.7362 Form 5500 Filing Simplification Act: This legislation extends the Form 5500 filing deadline to October 15 (for calendar year retirement plans), thus eliminating the need for an extension. 31.H.R.7556, S.2335 Pensions for All Act: This legislation requires every employer to provide to their employees a retirement program with benefits equivalent to the Federal Employees Retirement System (FERS) or to elect for their employees to participate in FERS. 32.H.R.8273, S.4291 Catching Up Family Caregivers Act of 2026: This legislation allows full-time family caregivers to qualify for up to five additional years of retirement plan catch-up contributions. Catch-up contributions currently allow individuals over age 50 to contribute above the standard annual retirement plan contribution limit, with even higher limits available for those ages 60 to 63. 33.H.R.8274, S.4292 Improving Retirement for Family Caregivers Act of 2026: Current law limits Roth IRA contributions to the lesser of $7,000 or total annual income. This legislation eliminates the annual income requirement for family caregivers, thus allowing them to contribute to a Roth IRA even if they do not have any income. 34.H.R.8313 Trump Accounts for All Generations Act: The One Big Beautiful Bill Act (OBBBA) enacted last year created the Trump Account, which is a new individual tax-preferred savings vehicle for children, with a $1,000 government seed contribution for every child born in the United States from 2025 to 2029. This legislation makes the $1,000 government contribution for children permanent and indexes the $1,000 contribution amount to inflation beginning in 2029. 35.H.R.8314 OPTIONS Act: The legislation allows employees to allocate employer contributions among various pre-tax benefits, including retirement accounts, health savings accounts, health reimbursement accounts, and educational assistance programs. 36.S.4360 Investigation Status and Governance for Honest Transparency (INSIGHT) Act: This legislation requires the Employee Benefits Security Administration (EBSA) to submit annual reports to Congress on the status of its open employee plan audits and to explain why any audits open for more than 36 months have not been closed. And it also requires the Department of Labor to formalize and disclose situations in which it is providing adverse assistance which means assistance to plaintiffs lawyers suing ERISA benefit plan sponsors and fiduciaries. 37.H.R.8783, S.4511 Charity Parity Act: Current law allows retirement savers to exclude up to $111,000 in annual gross income to make qualified charitable distributions (QCDs), but only if the funds are donated directly from an IRA. This tax break excludes distributions from employer-sponsored retirement plans like 401(k)s and 403(b)s. So, under current law, individuals must first roll assets into an IRA to make a QCD. The Charity Parity Act would permit direct QCDs from employer-sponsored retirement plans. 38.H.R.8837, S.1840 Retirement Investment in Small Employers (RISE) Act: This legislation raises the floor for the existing $250 per-employee tax credit available to small businesses to create retirement plans, ensuring that all small businesses can receive a tax credit of at least $2,500. The House version of the legislation allows the service provider to claim the tax credit as payment for services that would ordinarily be charged to the employer for starting the plan. 39.General Accounts Product Corrections Act: This proposed legislation clarifies fiduciary responsibilities for life insurance companies as it relates to investments in their general accounts. Income Security S. 2415 and H.R. 7107, the Long-Term Care Affordability Act: Would allow for tax free distributions from retirement accounts to fund LTC contracts. H.R. 133, Both provisions are in the larger bill. H.R.1185 - FAMILY Act. Issue: paid family and medical leave proposal would offer paid leave benefits via a payroll tax for birth or adoption of a child or caring for a sick family member. H.R.1940 - New Parents Act of 2019. Issue: paid family and medical leave H.R.2163 - To amend the Internal Revenue Code of 1986 to allow for tax-advantaged distributions from health savings accounts during family or medical leave, and for other purposes. Issue: paid family and medical leave S.463 - FAMILY Act. Issue: paid family and medical leave- paid family and medical leave proposal would offer paid leave benefits via a payroll tax for birth or adoption of a child or caring for a sick family member S.920 - New Parents Act of 2019. Issue: paid family and medical leave Discussion draft - CRADLE Act. Issue: paid family and medical leave - allows for a deferment of retirement benefits for paid leave benefits. Proposed FY 2020 Budget proposal on paid family and medical leave. Issue: paid family and medical leave H.R. 2694 - Pregnant Workers Fairness Act. Issue: paid family and medical leave. Concurrent Resolution on the Budget, FY2022, S.Con.Res.14. The budget resolution calls for the $3.5 trillion in long-term investments to be fully offset by a combination of new tax revenues, health care savings, and long-term economic growth. In addition, the agreement would prohibit new taxes on families making less than $400,000 per year, and on small businesses and family farms. Issue: Medicare/Dental (Expanding Medicare to include dental, vision, hearing benefits and lowering the eligibility age). H.R. 5376- Build Back Better Act This bill provides funding, establishes programs, and otherwise modifies provisions relating to a broad array of areas, including education, labor, child-care, health care, taxes, immigration, and the environment. Excepted Benefits on Supplemental Benefits-proposed tri-agency rule through HHS, Treasury and Labor. S.3680 - Paid Family and Medical Leave Tax Credit Extension and Enhancement Act Diversity and Inclusion H.R. 5084 - Improving Corporate Governance Through Diversity Act. Issue: diversity and inclusion. H.R. 5360 - Closing the Racial Wealth Gap Act. Issue: diversity and inclusion. H.R. 281 - Ensuring Diverse Leadership Act. Issue: diversity and inclusion. H.R. 7946 and S. 4464 - Federal Reserve Racial and Economic Equity Act. Issue: diversity and inclusion.

Retirement Security, Q4 2025 1.H.R.1013, S.424 Retirement Fairness for Charities and Educational Institutions Act of 2025: Allows 403(b) retirement plans to invest in Collective Investment Trust or Separate Accounts Insurance Products to establish investment parity with other defined contribution plans, like 401(k)s. 2.H.R.2023, S.988 Womens Retirement Protection Act (WRPA): This legislation imposes spousal consent requirements on nearly all distributions from defined contribution plans. The bill also seeks to enhance financial literacy through grants to community-based organizations and offers grants to such organizations to help low-income women and survivors of domestic abuse obtain qualified domestic relations orders. 3.H.R.2067, S.928 Protecting Americans Retirement Savings Act (PARSA): This bill prohibits ERISA-covered retirement plans from making new investments in companies controlled by or based in countries considered to be foreign adversaries. Foreign adversaries include China, Iran, North Korea, and Russia. The bill also requires fiduciaries to disclose continuing investments in such entities and sanctioned firms. 4.H.R.2089 Generating Retirement Ownership through Long-Term Holding (GROWTH): The legislation provides that reinvested mutual fund dividends are not subject to capital gains taxation until the investor sells his or her shares. 5.H.R.2163 No Penalties for Victims of Fraud Act: The bill ensures that victims of retirement account fraud are not subject to the 10% additional income tax on early retirement plan distributions. 6.H.R.2544, S.1222 Financial Freedom Act of 2025: The legislation prohibits the Secretary of Labor from restricting the investments available in self-directed 401(k) brokerage windows. The bill also prohibits the DOL from preventing a fiduciary from selecting, any particular type of investment alternative, provided that a fiduciary provides the participant or beneficiary an opportunity to choose, from a broad range of investment alternatives, nor can the DOL require that any particular type of investment be either favored or disfavored, other than on the basis of the investments risk-return characteristics. 7.H.R.2696, S.1526 Retirement Savings for Americans Act (RSAA): This legislation establishes a federally run American Worker Retirement Plan for private-sector workers that do not have access to a workplace-based retirement plan. The bill also includes an enhanced federal matching contribution that only applies to lower income workers that participate in the federal plan. 8.H.R.2748 First Time Homeowner Savings Plan Act: This legislation increases the amount first-time homebuyers could pull from their retirement savings from the $10,000 set in the 1990s to $25,000 (indexed to inflation) without the 10% additional income tax on early retirement plan distributions to use as a down payment on their home. 9.H.R.2869 EBSA Investigations Transparency Act: This legislation requires the Department of Labors Employee Benefits Security Administration (EBSA) to submit annual reports to Congress on the status of its open employee plan audits and to explain why any audits open for more than 36 months have not been closed. 10.H.R.2958 Balance the Scales Act: This legislation requires the Department of Labors Employee Benefits Security Administration (EBSA) to report annually to Congress about its use of common interest agreements. 11.H.R.2988 Protecting Prudent Investment of Retirement Savings Act: This legislation amends ERISA to specify that a retirement plan fiduciary shall be considered acting solely in the interest of participants only if: 1) the investment does not subordinate the interest of participants in their retirement income or financial benefits under the plan to other objectives, including ESG objectives and 2) the fiduciary does not sacrifice investment returns or take on additional investment risks to promote goals unrelated to the plan. 12.H.R.3526, S.2867 Uplifting First-Time Homebuyers Act of 2025: This legislation allows individuals to take an early distribution out of an IRA of up to $50,000 for a qualified first-time home purchase without the 10% additional income tax penalty. Current rules only allow up to a $10,000 early distribution without penalty. 13.H.R.4718, S.1707 Helping Young Americans Save for Retirement Act: This legislation lowers the required minimum participation age in ERISA-covered retirement plans from age 21 to age 18. 14.S.2003 Strengthening Benefits Plans Act of 2025: This legislation permits surplus assets in a retiree health account to be used for other benefits, like active employee health benefits. The legislation also permits surplus assets in a defined benefit plan to be used to provide contributions to the employers defined contribution plan without terminating the defined benefit plan. 15.S.2210 Unlocking Benefits for Independent Workers Act: This legislation establishes a safe harbor under federal law for companies that would like to voluntarily provide independent workers with any benefit or protection commonly provided to full-time employees, such as retirement and health care benefits. 16.S.2217 Independent Retirement Fairness Act: This legislation relaxes the audit rules for pooled employer plans (PEPs) and allows companies to enroll their independent workers in PEPs and simplified employer pensions (SEPs) IRAs without triggering employee classification. 17.H.R.4548, S.2365 Small Nonprofit Retirement Security Act of 2025: This legislation makes the credit for small employer pension plan startup costs and the retirement auto-enrollment credit available to tax-exempt eligible small employers. 18.H.R.5325 Unclaimed Retirement Rescue Plan: This legislation directs the Department of Labor (DOL) to issue a regulation that would permit retirement plan fiduciaries to transfer unclaimed retirement distributions to State unclaimed property programs. 19.H.R.5748 Retirement Investment Choice Act: This legislation codifies Executive Order 14330 relating to democratizing access to alternative assets for 401(k) investors. 20.S.3083 Providing Complete Information to Retirement Investors Act: This legislation adds a new notice requirement to participants investing through brokerage windows in 401(k) plans to explain that the investments in a brokerage window have not been prudently selected and are not monitored by a plan fiduciary. 21.S.3086 Restoring Integrity in Fiduciary Duty Act: This legislation limits fiduciary consideration of nonpecuniary factors for investments. The bill further states that ERISA fiduciaries must also make decisions regarding the exercise of shareholder rights and proxy voting based on pecuniary factors. 22.H.R.5887 Saving for the Future Act: This legislation establishes a hybrid emergency savings and 401(k)-type government-run program called the Federal Universal Personal Savings Investment Program and creates UP Retirement Accounts for every full-time and part-time worker not covered by an active defined benefit pension plan. The legislation also requires employers to make a minimum employer contribution to the workers retirement account. 23.H.R.6084 ERISA Litigation Reform Act: This legislation amends the pleading standard under ERISA Section 502 for certain claims to put the burden on the plaintiff to plausibly allege and prove that an ERISA prohibitive transaction occurred that is not exempt under ERISA section 408(b)(2). 24.H.R.6324 Retirement Simplification and Clarity Act: This legislation would: (1) permit an in-service plan distribution to an individual retirement annuity on or after attainment of age 50; and (2) include a specific reference to an individual retirement annuity as a rollover option under a simplified 402(f) safe harbor notice. 25.H.R.6417, S.3333 Emergency Savings Enhancement Act of 2025: This legislation would double the maximum balance limit for Pension-Linked Emergency Savings Accounts (PLESAs) from $2,500 to $5,000 and allows Highly Compensated Employees (HCEs) to participate. 26.H.R.6450, S.3352 Retirement Rollover Flexibility Act: This legislation would permit rollover contributions from Roth IRAs to designated Roth accounts in qualified retirement plans, like 401(k)s. 27.H.R.6722 Automatic IRA Act of 2025: The legislation would require employers with more than 10 employees that do not sponsor a retirement plan to automatically enroll their employees in IRAs (automatic IRAs) or other automatic contribution plans or arrangements, like 401(k) plans. The legislation also requires 401(k) plans with over 100 participants plans must permit participants to elect to receive at least 50 percent of their vested account balance in the form of lifetime income. This requirement does not apply to participants with balances below $200,000. 28.H.R.6729, S.1831 Auto Reenroll Act of 2025: This legislation amends the qualified automatic contribution arrangement (QACA) safe harbor in the tax code for 401(k) plans to allow for automatic periodic reenrollment into the plan. 29.H.R.7185 Home Savings Act: This legislation permits penalty-free withdrawals from a 401(k) account for up to five years when the funds are used for a down payment or closing costs on a primary residence. The legislation also allows an individual to make a penalty-free 401(k) withdrawal and gift those funds to a relative, exempt from gift tax, provided the relative uses the money for a down payment or closing costs on a primary residence. 30.H.R.7362 Form 5500 Filing Simplification Act: This legislation extends the Form 5500 filing deadline to October 15 (for calendar year retirement plans), thus eliminating the need for an extension. 31.H.R.7556, S.2335 Pensions for All Act: This legislation requires every employer to provide to their employees a retirement program with benefits equivalent to the Federal Employees Retirement System (FERS) or to elect for their employees to participate in FERS. 32.H.R.8273, S.4291 Catching Up Family Caregivers Act of 2026: This legislation allows full-time family caregivers to qualify for up to five additional years of retirement plan catch-up contributions. Catch-up contributions currently allow individuals over age 50 to contribute above the standard annual retirement plan contribution limit, with even higher limits available for those ages 60 to 63. 33.H.R.8274, S.4292 Improving Retirement for Family Caregivers Act of 2026: Current law limits Roth IRA contributions to the lesser of $7,000 or total annual income. This legislation eliminates the annual income requirement for family caregivers, thus allowing them to contribute to a Roth IRA even if they do not have any income. 34.H.R.8313 Trump Accounts for All Generations Act: The One Big Beautiful Bill Act (OBBBA) enacted last year created the Trump Account, which is a new individual tax-preferred savings vehicle for children, with a $1,000 government seed contribution for every child born in the United States from 2025 to 2029. This legislation makes the $1,000 government contribution for children permanent and indexes the $1,000 contribution amount to inflation beginning in 2029. 35.H.R.8314 OPTIONS Act: The legislation allows employees to allocate employer contributions among various pre-tax benefits, including retirement accounts, health savings accounts, health reimbursement accounts, and educational assistance programs. 36.S.4360 Investigation Status and Governance for Honest Transparency (INSIGHT) Act: This legislation requires the Employee Benefits Security Administration (EBSA) to submit annual reports to Congress on the status of its open employee plan audits and to explain why any audits open for more than 36 months have not been closed. And it also requires the Department of Labor to formalize and disclose situations in which it is providing adverse assistance which means assistance to plaintiffs lawyers suing ERISA benefit plan sponsors and fiduciaries. 37.H.R.8783, S.4511 Charity Parity Act: Current law allows retirement savers to exclude up to $111,000 in annual gross income to make qualified charitable distributions (QCDs), but only if the funds are donated directly from an IRA. This tax break excludes distributions from employer-sponsored retirement plans like 401(k)s and 403(b)s. So, under current law, individuals must first roll assets into an IRA to make a QCD. The Charity Parity Act would permit direct QCDs from employer-sponsored retirement plans. 38.H.R.8837, S.1840 Retirement Investment in Small Employers (RISE) Act: This legislation raises the floor for the existing $250 per-employee tax credit available to small businesses to create retirement plans, ensuring that all small businesses can receive a tax credit of at least $2,500. The House version of the legislation allows the service provider to claim the tax credit as payment for services that would ordinarily be charged to the employer for starting the plan. 39.General Accounts Product Corrections Act: This proposed legislation clarifies fiduciary responsibilities for life insurance companies as it relates to investments in their general accounts. Income Security S. 2415 and H.R. 7107, the Long-Term Care Affordability Act: Would allow for tax free distributions from retirement accounts to fund LTC contracts. H.R. 133, Both provisions are in the larger bill. H.R.1185 - FAMILY Act. Issue: paid family and medical leave proposal would offer paid leave benefits via a payroll tax for birth or adoption of a child or caring for a sick family member. H.R.1940 - New Parents Act of 2019. Issue: paid family and medical leave H.R.2163 - To amend the Internal Revenue Code of 1986 to allow for tax-advantaged distributions from health savings accounts during family or medical leave, and for other purposes. Issue: paid family and medical leave S.463 - FAMILY Act. Issue: paid family and medical leave- paid family and medical leave proposal would offer paid leave benefits via a payroll tax for birth or adoption of a child or caring for a sick family member S.920 - New Parents Act of 2019. Issue: paid family and medical leave Discussion draft - CRADLE Act. Issue: paid family and medical leave - allows for a deferment of retirement benefits for paid leave benefits. Proposed FY 2020 Budget proposal on paid family and medical leave. Issue: paid family and medical leave H.R. 2694 - Pregnant Workers Fairness Act. Issue: paid family and medical leave. Concurrent Resolution on the Budget, FY2022, S.Con.Res.14. The budget resolution calls for the $3.5 trillion in long-term investments to be fully offset by a combination of new tax revenues, health care savings, and long-term economic growth. In addition, the agreement would prohibit new taxes on families making less than $400,000 per year, and on small businesses and family farms. Issue: Medicare/Dental (Expanding Medicare to include dental, vision, hearing benefits and lowering the eligibility age). H.R. 5376- Build Back Better Act This bill provides funding, establishes programs, and otherwise modifies provisions relating to a broad array of areas, including education, labor, child-care, health care, taxes, immigration, and the environment. Excepted Benefits on Supplemental Benefits-proposed tri-agency rule through HHS, Treasury and Labor. S.3680 - Paid Family and Medical Leave Tax Credit Extension and Enhancement Act Diversity and Inclusion H.R. 5084 - Improving Corporate Governance Through Diversity Act. Issue: diversity and inclusion. H.R. 5360 - Closing the Racial Wealth Gap Act. Issue: diversity and inclusion. H.R. 281 - Ensuring Diverse Leadership Act. Issue: diversity and inclusion. H.R. 7946 and S. 4464 - Federal Reserve Racial and Economic Equity Act. Issue: diversity and inclusion.

Defending Social Security. Supporting the Pensions for All Act (S.2335, H.R.7556).

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

1. Proposals to change the Social Security annual Cost of Living Adjustment formula 2. Proposals to raise the Social Security 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

Retirement Security, Q4 2025 1.H.R.1013, S.424 Retirement Fairness for Charities and Educational Institutions Act of 2025: Allows 403(b) retirement plans to invest in Collective Investment Trust or Separate Accounts Insurance Products to establish investment parity with other defined contribution plans, like 401(k)s. 2.H.R.2023, S.988 Womens Retirement Protection Act (WRPA): This legislation imposes spousal consent requirements on nearly all distributions from defined contribution plans. The bill also seeks to enhance financial literacy through grants to community-based organizations and offers grants to such organizations to help low-income women and survivors of domestic abuse obtain qualified domestic relations orders. 3.H.R.2067, S.928 Protecting Americans Retirement Savings Act (PARSA): This bill prohibits ERISA-covered retirement plans from making new investments in companies controlled by or based in countries considered to be foreign adversaries. Foreign adversaries include China, Iran, North Korea, and Russia. The bill also requires fiduciaries to disclose continuing investments in such entities and sanctioned firms. 4.H.R.2089 Generating Retirement Ownership through Long-Term Holding (GROWTH): The legislation provides that reinvested mutual fund dividends are not subject to capital gains taxation until the investor sells his or her shares. 5.H.R.2163 No Penalties for Victims of Fraud Act: The bill ensures that victims of retirement account fraud are not subject to the 10% additional income tax on early retirement plan distributions. 6.H.R.2544, S.1222 Financial Freedom Act of 2025: The legislation prohibits the Secretary of Labor from restricting the investments available in self-directed 401(k) brokerage windows. The bill also prohibits the DOL from preventing a fiduciary from selecting, any particular type of investment alternative, provided that a fiduciary provides the participant or beneficiary an opportunity to choose, from a broad range of investment alternatives, nor can the DOL require that any particular type of investment be either favored or disfavored, other than on the basis of the investments risk-return characteristics. 7.H.R.2696, S.1526 Retirement Savings for Americans Act (RSAA): This legislation establishes a federally run American Worker Retirement Plan for private-sector workers that do not have access to a workplace-based retirement plan. The bill also includes an enhanced federal matching contribution that only applies to lower income workers that participate in the federal plan. 8.H.R.2748 First Time Homeowner Savings Plan Act: This legislation increases the amount first-time homebuyers could pull from their retirement savings from the $10,000 set in the 1990s to $25,000 (indexed to inflation) without the 10% additional income tax on early retirement plan distributions to use as a down payment on their home. 9.H.R.2869 EBSA Investigations Transparency Act: This legislation requires the Department of Labors Employee Benefits Security Administration (EBSA) to submit annual reports to Congress on the status of its open employee plan audits and to explain why any audits open for more than 36 months have not been closed. 10.H.R.2958 Balance the Scales Act: This legislation requires the Department of Labors Employee Benefits Security Administration (EBSA) to report annually to Congress about its use of common interest agreements. 11.H.R.2988 Protecting Prudent Investment of Retirement Savings Act: This legislation amends ERISA to specify that a retirement plan fiduciary shall be considered acting solely in the interest of participants only if: 1) the investment does not subordinate the interest of participants in their retirement income or financial benefits under the plan to other objectives, including ESG objectives and 2) the fiduciary does not sacrifice investment returns or take on additional investment risks to promote goals unrelated to the plan. 12.H.R.3526, S.2867 Uplifting First-Time Homebuyers Act of 2025: This legislation allows individuals to take an early distribution out of an IRA of up to $50,000 for a qualified first-time home purchase without the 10% additional income tax penalty. Current rules only allow up to a $10,000 early distribution without penalty. 13.H.R.4718, S.1707 Helping Young Americans Save for Retirement Act: This legislation lowers the required minimum participation age in ERISA-covered retirement plans from age 21 to age 18. 14.S.1840 Retirement Investment in Small Employers (RISE) Act: This legislation raises the floor for the existing $250 per-employee tax credit available to small businesses to create retirement plans, ensuring that all small businesses can receive a tax credit of at least $2,500. 15.S.2003 Strengthening Benefits Plans Act of 2025: This legislation permits surplus assets in a retiree health account to be used for other benefits, like active employee health benefits. The legislation also permits surplus assets in a defined benefit plan to be used to provide contributions to the employers defined contribution plan without terminating the defined benefit plan. 16.S.2210 Unlocking Benefits for Independent Workers Act: This legislation establishes a safe harbor under federal law for companies that would like to voluntarily provide independent workers with any benefit or protection commonly provided to full-time employees, such as retirement and health care benefits. 17.S.2217 Independent Retirement Fairness Act: This legislation relaxes the audit rules for pooled employer plans (PEPs) and allows companies to enroll their independent workers in PEPs and simplified employer pensions (SEPs) IRAs without triggering employee classification. 18.H.R.4548, S.2365 Small Nonprofit Retirement Security Act of 2025: This legislation makes the credit for small employer pension plan startup costs and the retirement auto-enrollment credit available to tax-exempt eligible small employers. 19.H.R.5325 Unclaimed Retirement Rescue Plan: This legislation directs the Department of Labor (DOL) to issue a regulation that would permit retirement plan fiduciaries to transfer unclaimed retirement distributions to State unclaimed property programs. 20.H.R.5748 Retirement Investment Choice Act: This legislation codifies Executive Order 14330 relating to democratizing access to alternative assets for 401(k) investors. 21.S.3083 Providing Complete Information to Retirement Investors Act: This legislation adds a new notice requirement to participants investing through brokerage windows in 401(k) plans to explain that the investments in a brokerage window have not been prudently selected and are not monitored by a plan fiduciary. 22.S.3086 Restoring Integrity in Fiduciary Duty Act: This legislation limits fiduciary consideration of nonpecuniary factors for investments. The bill further states that ERISA fiduciaries must also make decisions regarding the exercise of shareholder rights and proxy voting based on pecuniary factors. 23.H.R.5887 Saving for the Future Act: This legislation establishes a hybrid emergency savings and 401(k)-type government-run program called the Federal Universal Personal Savings Investment Program and creates UP Retirement Accounts for every full-time and part-time worker not covered by an active defined benefit pension plan. The legislation also requires employers to make a minimum employer contribution to the workers retirement account. 24.H.R.6084 ERISA Litigation Reform Act: This legislation amends the pleading standard under ERISA Section 502 for certain claims to put the burden on the plaintiff to plausibly allege and prove that an ERISA prohibitive transaction occurred that is not exempt under ERISA section 408(b)(2). 25.H.R.6324 Retirement Simplification and Clarity Act: This legislation would: (1) permit an in-service plan distribution to an individual retirement annuity on or after attainment of age 50; and (2) include a specific reference to an individual retirement annuity as a rollover option under a simplified 402(f) safe harbor notice. 26.H.R.6417, S.3333 Emergency Savings Enhancement Act of 2025: This legislation would double the maximum balance limit for Pension-Linked Emergency Savings Accounts (PLESAs) from $2,500 to $5,000 and allows Highly Compensated Employees (HCEs) to participate. 27.H.R.6450, S.3352 Retirement Rollover Flexibility Act: This legislation would permit rollover contributions from Roth IRAs to designated Roth accounts in qualified retirement plans, like 401(k)s. 28.H.R.6722 Automatic IRA Act of 2025: The legislation would require employers with more than 10 employees that do not sponsor a retirement plan to automatically enroll their employees in IRAs (automatic IRAs) or other automatic contribution plans or arrangements, like 401(k) plans. The legislation also requires 401(k) plans with over 100 participants plans must permit participants to elect to receive at least 50 percent of their vested account balance in the form of lifetime income. This requirement does not apply to participants with balances below $200,000. 29.H.R.6729, S.1831 Auto Reenroll Act of 2025: This legislation amends the qualified automatic contribution arrangement (QACA) safe harbor in the tax code for 401(k) plans to allow for automatic periodic reenrollment into the plan. 30.H.R.7185 Home Savings Act: This legislation permits penalty-free withdrawals from a 401(k) account for up to five years when the funds are used for a down payment or closing costs on a primary residence. The legislation also allows an individual to make a penalty-free 401(k) withdrawal and gift those funds to a relative, exempt from gift tax, provided the relative uses the money for a down payment or closing costs on a primary residence. 31.H.R.7362 Form 5500 Filing Simplification Act: This legislation extends the Form 5500 filing deadline to October 15 (for calendar year retirement plans), thus eliminating the need for an extension. 32.H.R.7556, S.2335 Pensions for All Act: This legislation requires every employer to provide to their employees a retirement program with benefits equivalent to the Federal Employees Retirement System (FERS) or to elect for their employees to participate in FERS. 33.General Accounts Product Corrections Act: This proposed legislation clarifies fiduciary responsibilities for life insurance companies as it relates to investments in their general accounts. Income Security S. 2415 and H.R. 7107, the Long-Term Care Affordability Act: Would allow for tax free distributions from retirement accounts to fund LTC contracts. H.R. 133, Both provisions are in the larger bill. H.R.1185 - FAMILY Act. Issue: paid family and medical leave proposal would offer paid leave benefits via a payroll tax for birth or adoption of a child or caring for a sick family member. H.R.1940 - New Parents Act of 2019. Issue: paid family and medical leave H.R.2163 - To amend the Internal Revenue Code of 1986 to allow for tax-advantaged distributions from health savings accounts during family or medical leave, and for other purposes. Issue: paid family and medical leave S.463 - FAMILY Act. Issue: paid family and medical leave- paid family and medical leave proposal would offer paid leave benefits via a payroll tax for birth or adoption of a child or caring for a sick family member S.920 - New Parents Act of 2019. Issue: paid family and medical leave Discussion draft - CRADLE Act. Issue: paid family and medical leave - allows for a deferment of retirement benefits for paid leave benefits. Proposed FY 2020 Budget proposal on paid family and medical leave. Issue: paid family and medical leave H.R. 2694 - Pregnant Workers Fairness Act. Issue: paid family and medical leave. Concurrent Resolution on the Budget, FY2022, S.Con.Res.14. The budget resolution calls for the $3.5 trillion in long-term investments to be fully offset by a combination of new tax revenues, health care savings, and long-term economic growth. In addition, the agreement would prohibit new taxes on families making less than $400,000 per year, and on small businesses and family farms. Issue: Medicare/Dental (Expanding Medicare to include dental, vision, hearing benefits and lowering the eligibility age). H.R. 5376- Build Back Better Act This bill provides funding, establishes programs, and otherwise modifies provisions relating to a broad array of areas, including education, labor, child-care, health care, taxes, immigration, and the environment. Excepted Benefits on Supplemental Benefits-proposed tri-agency rule through HHS, Treasury and Labor. S.3680 - Paid Family and Medical Leave Tax Credit Extension and Enhancement Act Diversity and Inclusion H.R. 5084 - Improving Corporate Governance Through Diversity Act. Issue: diversity and inclusion. H.R. 5360 - Closing the Racial Wealth Gap Act. Issue: diversity and inclusion. H.R. 281 - Ensuring Diverse Leadership Act. Issue: diversity and inclusion. H.R. 7946 and S. 4464 - Federal Reserve Racial and Economic Equity Act. Issue: diversity and inclusion.

H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act; entire bill H.R. 2544 - Financial Freedom Act; entire bill H.R. 2696 - Retirement Savings for Americans Act; entire bill H.R. 2891 - IRA Charitable Rollover Facilitation and Enhancement Act; entire bill H.R. 6084 - ERISA Litigation Reform Act; entire bill H.R. 6324 - Retirement Simplification and Clarity Act; entire bill H.R. 6450 - Retirement Rollover Flexibility Act; entire bill H.R. 6722 - Automatic IRA Act of 2025; entire bill H.R. 7556 - Pensions for All Act; entire bill S. 424 - Retirement Fairness for Charities and Educational Institutions Act; entire bill S. 1222 - Financial Freedom Act; entire bill S. 1526 - Retirement Savings for Americans Act (RSAA); entire bill S. 2217 - Independent Retirement Fairness Act; entire bill S. 2335 - Pensions for All Act; entire bill S. 3352 - Retirement Rollover Flexibility Act; entire bill S. 3975 - IRA Charitable rollover Facilitation and Enhancement Act; entire bill Not Yet Introduced: Excise taxes on Individual Retirement Accounts

Client expense: $520,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Inflation Reduction Act (H.R.5376) implementation: prescription drug reform. Stabilizing multi- and single-employer defined benefit pension plans, implementation of multi-employer pension provisions from the American Rescue Plan Act (ARPA, H.R.1319). Defending Social Security. Supporting the Pensions for All Act (S.2335, H.R.7556)

Client expense: $220,000 · Firm income: Not reported

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

S.3345 - PBM Price Transparency and Accountability Act; H.R.6501 - Bipartisan Health Insurance Affordability Act; H.R.4317 - PBM Reform Act of 2025; Pharmacy Benefit Manager Issues; H.R.7148- Consolidated Appropriations Act 2026; S.2335 -Patients Deserve Price Tags Act.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

1. Proposals to change the Social Security annual Cost of Living Adjustment formula 2. Proposals to raise the Social Security 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

H. Res. 186, Of inquiry requesting the President to transmit certain documents to the House of Representatives relating to the conflicts of interest of Elon Musk and related information. H. Res. 187, Of inquiry requesting the President to transmit certain information to the House of Representatives referring to the termination, removal, placement on administrative leave, moved to another department of Federal employees and Inspectors General of agencies. H. Res. 259, Of inquiry requesting the President to provide certain documents in the President's possession to the House of Representatives relating to the access provided to the staff and advisers of, including any individual working for or in conjunction with, the Department of Government Efficiency to the systems, applications, and accounts, and any information contained therein, of the Bureau of Consumer Financial Protection. H. Res. 286, Of inquiry requesting the President to transmit certain documents relating to the dangerous, unaccountable use of AI by the United States DOGE Service to jeopardize the private information and essential services of the American people. H. Res. 302, Of inquiry requesting the President and directing the Secretaries of the Treasury and Labor to transmit, respectively, certain documents to the House of Representatives relating to the effect on local economies and communities of the Department of Government Efficiency and newly-imposed tariffs. H. Res. 807, Of inquiry requesting the President to transmit certain information to the House of Representatives referring to the firings, dismissal, reduction in force, or withholding of pay for the period of the lapse in appropriations of furloughed employees of the United States Government. H. Res. 825, Of inquiry requesting the President to transmit certain information to the House of Representatives referring to United States Government agencies sharing certain communications with the public and Federal employees. H.R. 15, Equality Act S. 1503, Equality Act H.R. 25, Fair Tax Act of 2025 H.R. 51, Washington, D.C. Admission Act S. 51, Washington, D.C. Admission Act H.R. 107, Return to Work Act H.R. 195, CBP Relocation Act H.R. 200, Federal Freeze Act S. 357, Federal Freeze Act H.R. 201, Federal Employee Performance and Accountability Act of 2025 S. 359, Federal Employee Performance and Accountability Act of 2025 H.R. 202, Commission to Relocate the Federal Bureaucracy Act S. 353, Commission to Relocate the Federal Bureaucracy Act H.R. 236, Federal Employee Return to Work Act S. 27, Federal Employee Return to Work Act H.R. 242, MANAGER Act H.R. 357, Back to Work Act H.R. 371, No Hires for the Delinquent IRS Act H.R. 435, Direct Hire To Fight Fires H.R. 489, Federal Agency Sunset Commission Act of 2025 H.R. 473, SHOW UP Act of 2025 S. 354, SHOW UP Act of 2025 H.R. 491, Equal COLA Act S. 624, Equal COLA Act H.R. 492, Saving the Civil Service Act S. 134, Saving the Civil Service Act H.R. 493, FAIR Act S. 126,FAIR Act H.R. 514, SWAMP Act S. 22, SWAMP Act H.R. 687, MERIT Act of 2025 S. 662,MERIT Act of 2025 H.R. 697, End the Deep State Act H.R. 743, Tim's Act S. 279, Tim's Act H.R. 759, Federal Firefighters Families First Act H.R. 800, DEI to DIE Act H.R. 925, Dismantle DEI Act S. 382, Dismantle DEI Act of 2025 H.R. 977, Support Military Spouses Act H.R. 1075, Tax Administration Simplification Act H.R. 1101, Taxpayer Data Protection Act H.R. 1280, DRAIN THE SWAMP Act S. 23, DRAIN THE SWAMP Act H.R. 1294, BEST Facilitation Act S. 578, BEST Facilitation Act H.R. 1295, Reorganizing Government Act of 2025 S. 583, Reorganizing Government Act of 2025 H.R. 1460, Drain the Swamp Act of 2025 H.R. 1511, REDUCE Act H.R. 1522, Federal Retirement Fairness Act H.R. 1535, BAD DOGE ACT H.R. 1548, Leveling the Playing Field 2.0 Act S. 691, Leveling the Playing Field 2.0 Act H.R. 1569, CATCH Fentanyl Act S. 703, CATCH Fentanyl Act H.R. 1571, Bureaucratic Labor Adjustment and Downsizing Effort Act H.R. 1603, Repeal CFPB Act H.R. 1637, Protect Veteran Jobs Act S. 914, Protect Veteran Jobs Act H.R. 1807, Protecting Federal Agencies and Employees from Political Interference Act H.R. 1835, MERIT Act S. 1075, MERIT Act H.R. 1930, Border Workforce Improvement Act H.R. 1943, Wildland Firefighter Paycheck Protection Act of 2025 H.R. 1989, Protect Our Probationary Employees Act S. 918, Protect Our Probationary Employees Act H.R. 2006, DOGE Act H.R. 2207, Saving DOEs Workforce Act H.R. 2255, Federal Law Enforcement Officer Service Weapon Purchase Act H.R. 2285, DHS Basic Training Accreditation Improvement Act of 2025 H.R. 2324, Unity through Service Act of 2025 S. 1120, Unity through Service Act of 2025 H.R. 2421, Protecting Taxpayer Resources Act H.R. 2470, COST of Relocations Act S. 1171, COST of Relocations Act H.R. 2532, To prohibit certain removals of employees of the Department of Health and Human Services and sub-agencies and operating divisions thereof, and for other purposes. H.R. 2601, Delete DOGE Act H.R. 2677, 10th Amendment Restoration Act of 2025 H.R. 2737, ELON MUSK Act H.R. 2742, DOGE Accountability and Transparency Act H.R. 2743, Raise the Wage Act of 2025 S. 1332, Raise the Wage Act of 2025 H.R. 2829, SERVICE Act H.R. 2880, To provide employment protections for, and reinstatement of, certain probationary Federal career employees, and for other purposes. H.R. 2894, SEER Act of 2025 S. 1491, SEER Act 2025 H.R. 2905, Ensuring Agency Service Quality Act H.R. 2906, SERVICE Act H.R. 2921, Federal Firefighter Cancer Detection and Prevention Act of 2025 H.R. 2962, Border Airport Fairness Act of 2025 S. 677, Border Airport Fairness Act of 2025 H.R. 3046, Workers Memorial Day H.R. 3072, DOGE Codification Act of 2025 H.R. 3093, REHIRE Act H.R. 3094, PREP Act H.R. 3120, To improve the review and effectiveness of the cost of living adjustments to pay and benefits for members of the Armed Forces and civilian employees of the Department of Defense whose permanent duty station is located in the 19th Congressional District of California, and for other purposes. H.R. 3144, Honoring our K9 Heroes Act H.R. 3170, Improving Access to Workers Compensation for Injured Federal Workers Act H.R. 3171, Reduction in Force Review Act S. 1585, Reduction in Force Review Act H.R. 3226, Law Enforcement Officers Equity Act H.R. 3267, PSLF Payment Completion Fairness Act S. 3487, PSLF Payment Completion Fairness Act H.R. 3305, LEO Fair Retirement Act of 2025 H.R. 3317, Honoring Civil Servants Killed in the Line of Duty Act S. 2078, Honoring Civil Servants Killed in the Line of Duty Act H.R. 3346, Sovereign State Environmental Quality Assurance Act H.R. 3364, Federal Retirement Thrift Investment Board Inspector General Act of 2025 H.R. 3404, FAIR Leave Act H.R. 3435, Federal Cyber Workforce Training Act of 2025 H.R. 3445, Bureau of Consumer Financial Protection Commission Act H.R. 3468, Protecting Retirement and Health Benefits for Families Act H.R. 3555, Protect our Parks Act of 2025 H.R. 3560, Veteran Wildland Firefighter Employment Act of 2025 H.R. 3733, Make DOGE Permanent Act H.R. 3838, Streamlining Procurement for Effective Execution and Delivery and National Defense Authorization Act for Fiscal Year 2026 S. 2296, National Defense Authorization Act for Fiscal Year 2026 H.R. 3853, Federal Government Reform Act of 2025 H.R. 3891, Northern Border Security and Staffing Reform Act H.R. 3965, PEARL Act H.R. 4052, Employment Abundance Act H.R. 4057, CBP Canine Home Kenneling Pilot Act H.R. 4176, No Secret Police Act of 2025 H.R. 4440, Protecting Federal Employee Rights to Personnel Files Act of 2025 H.R. 4582, To amend the Family and Medical Leave Act of 1993 and title 5, United States Code, to clarify that organ donation surgery qualifies as a serious health condition. H.R. 4672, To extend the break-in-service consideration for firefighter retirements, and other purposes. H.R. 4683, Securing Americas Ports of Entry Act of 2025 S. 1678, Securing America's Ports of Entry Act of 2025 H.R. 4727, To codify Executive Order 14235 relating to restoring public service loan forgiveness. H.R. 4823, Promoting Free and Fair Elections Act of 2025 H.R. 4854, Saving the Department of the Interior's Workforce Act S. 2597, Saving the Department of the Interior's Workforce Act H.R. 4893, National Guard and Reserve Student Loan Fairness Act H.R. 4907, Statistical Agency Integrity and Independence Act H.R. 4908, Time Off to Vote Act S. 2549, Time Off to Vote Act H.R. 4974, DETECT Act of 2025 H.R. 4996, FORWARD Act H.R. 5000, Cybersecurity Hiring Modernization Act H.R. 5091, To amend section 5545 of title 5, United States Code, to provide hazard pay for carrying out prescribed burns, and for other purposes. H.R. 5397, HEALING Mothers and Fathers Act S. 2418, HEALING Mothers and Fathers Act H.R. 5572, Help FEDS Act S. 2948, Help FEDS Act H.R. 5599, To prohibit the removal of Federal employees during any lapse in discretionary appropriations, and for other purposes. H.R. 5653, Trust Through Transparency Act of 2025 H.R. 5674, Emergency Relief for Federal Workers Act of 2025 S. 2966, Emergency Relief for Federal Workers Act of 2025 H.R. 5676, Stop Stealing Our Jobs Act H.R. 5679, TRUMP Act H.R. 5689, Shutdown Guidance for Financial Institutions Act S. 2995, Shutdown Guidance for Financial Institutions Act H.R. 5708, Federal Employees Civil Relief Act S. 2982, Federal Employees Civil Relief Act H.R. 5720, Federal Worker Childcare Protection Act of 2025 H.R. 5724, FAST Justice Act S. 2977, FAST Justice Act H.R. 5750, EQUALS Act of 2025 H.R. 5771, Reliable Social Security Service for Seniors Act H.R. 5810, Federal Supervisor Education Act H.R. 5816, HELP FEDs Act H.R. 5843, Shutdown Student Loans for Feds Act S. 3070, Shutdown Student Loans for Feds Act H.R. 5908, Non-Essential Workers Transparency Act S. 3005, Non-Essential Workers Transparency Act H.R. 6023, Government Shutdown Efficiency Act H.R. 6284, Strengthening Loan Forgiveness for Public Service Workers Act S. 3277, Strengthening Loan Forgiveness for Public Service Workers Act H.R. 6323, Taxpayer Protection and Preparer Proficiency Act H.R. 6330, Federal Relocation Payment Improvement Act H.R. 6371, No Robot Bosses Act H.R. 6548, DHS Suicide Prevention and Resiliency for Law Enforcement Act H.R. 6791, Strong Ports, Strong Communities Act S. 3504, Strong Ports, Strong Communities Act H.R. 6818, Part-Time Worker Bill of Rights Act S. 3547, Part-Time Worker Bill of Rights Act H.R. 6926, Federal Property Integrity Act H.R. 6929, Thrift Savings Plan Emergency Withdrawal Act of 2025 S. Res. 165, A resolution expressing the sense of the Senate that the plan of President Trump and Elon Musk to fire 83,000 employees of the Department of Veterans Affairs is unacceptable and must be rescinded. S. Res. 166, A resolution demanding the immediate reinstatement of all veteran Federal employees involuntarily removed or otherwise dismissed without cause since January 20, 2025. S. Res. 324, A resolution expressing the sense of the Senate that the actions of the Trump Administration that drastically and indiscriminately reduce staff at Federal agencies, freeze vast swaths of critical Federal funding, and dismantle Federal agencies are destructive and harmful to communities across the United States and have raised costs for American families. S. 21, REMOTE Act S. 26, To exclude locality adjustments from average pay for computing retirement annuities of new employees. S. 67, Censorship Accountability Act S. 82, Telework Reform Act of 2025 S. 102, ROOMIE Act S. 135, Wildland Firefighter Paycheck Protection Act of 2025 S. 295, Reducing the Federal Workforce Through Attrition Act S. 452, BARCODE Efficiency Act S. 490,Protecting Americans' Privacy Act S. 591, Restore Merit to Government Service Act of 2025 S. 727, U.S. Customs and Border Protection Officer Retirement Technical Corrections Act S. 949, Save Our Parks Act of 2025 S. 1059, One Agency Act S. 1138, A bill to require the Secretary of Homeland Security to enhance capabilities for outbound inspections at the southern land border, and for other purposes. S. 1154, Congressional Whistleblower Protection Act of 2025 S. 1185, FIGHTING for America Act of 2025 S. 1368, TSP Fiduciary Security Act of 2025 S. 1427, Audit the IRS Act S. 1444, Tax DODGER Act S. 1625, SHIELD Against CCP Act S. 1768, TALENTS Act S. 1771, Larry Henderson Act S. 1819, DOGE BROS Act S. 1871, Emerging Innovative Border Technologies Act S. 1923, CFPB Pay Fairness Act of 2025 S. 1991, Delivering On Government Efficiency in Spending Act S. 2039, Wildfire Risk Evaluation Act S. 2091, Restoring Lethality Act S. 2163, Border Patrol Recruitment Enhancement Act S. 2173, For Sale Act of 2025 S. 2335, Pensions for All Act S. 2429, Stop the Scammers Act S. 2473, Federal Firefighters Families First Act S. 2542, Federal Building Threat Notification Act S. 2595, Saving the Department of Energy's Workforce Act S. 2605, A bill to amend title 10, United States Code, to improve recruitment and retention of the cyber workforce of the Department of Defense, and for other purposes. S. 2645, DHS Suicide Prevention and Resiliency for Law Enforcement Act S. 2732, Bonuses for Cost-Cutters Act of 2025 S. 2786, Pipeline to Service Act S. 2816, Stop Sycophants in Government Act of 2025 S. 2838, Protecting Our Democracy Act S. 2953, Dismantling Double Dippers Act of 2025 S. 3091, DISPOSAL Act S. 3141, SAFE Act S. 3156, Federal Worker Mortgage Forbearance Act S. 3263, Stop TSP ESG Act S. 3283, Exclusive Citizenship Act of 2025 S. 3296, Improving Access to Workers Compensation for Injured Federal Workers Act of 2025 S. 3553, Wheres WALDO Act

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. Nomination of Arjun Mody as Deputy Commissioner of Social Security 13. Proposals to increase the Social Security death benefit 14. S. 2335, Pensions for All Act, entire bill 15. S. 2763, Keep Billionaires Out of Social Security Act, entire bill 16. S. 2614, Protecting and Preserving Social Security Act, entire bill 17. H.R. 4968, Protecting and Preserving Social Security Act, entire bill 18. S. 3462, Safeguarding American Families and Expanding Social Security Act of 2025, entire bill 19. S. 5178, Social Security Survivor Benefits Equity Act, entire bill 20. S. 3255, Surviving Widow(er) Income Fair Treatment Act of 2025, entire bill

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

HR 1 Oppose the One Big Beautiful Bill Act HR 20 Support for Richard L. Trumka Protecting the Right to Organize Act HR 2531 Support for Workplace Violence Prevention for Health Care and Social Service Workers Act HR 2550 Support for Protect Americas Workforce Act HR 3069 Support for Medicare for All Act HR 3261Support for VA Employee Fairness Act HR 3415 Support for Nurse Staffing Standards for Hospital Patient Safety and Quality Care Act HR 5088 Support for Union Participation for All Act HR 5371 Oppose the Continuing Appropriations and Extensions Act of 2026 HR 5450 Support Continuing Appropriations and Extensions and other Matters Act of 2026 S 770 Support for Social Security Expansion Act S 851 Support for Workplace Violence Prevention for Health Care and Social Service Workers Act S 852 Support for Richard L. Trumka Protecting the Right to Organize Act S 1506 Support for Medicare for All Act S 1709 Support for Nurse Staffing Standards for Hospital Patient Safety and Quality Care Act S 1847 Support for Senator Pauls Association Health Plans Act S 2210 Oppose Empowering Independent Workers to Access Portable Benefits Act S 2228 Support Senator Scotts Modern Worker Empowerment Act S 2335 Shared concerns with parts of Pension for All Act S 2818 Support for Tax Excessive CEO Pay Act S 2779 Support for Tax Cuts for Striking Workers Act S 2882 Support for Continuing Appropriations and Extensions and other Matters Act of 2026 Support for introduction of the Medicines for the People Act Support introduction of Senate Protecting America's Workforce Act Support for Universal Health Care Act Oppose corporate consolidation in the health care industry Oppose Temporary Protected Status for immigrants Endorse Union Participation for All Act Support removal of HHS Secretary Robert F. Kennedy, Jr. and advocate for the restoration of science-based policy at CDC and other HHS agencies. Oppose NRLB and DOL nominations Outreach with HELP committee and follow-up meeting with Senator Sanders Urge edits to Stop Spying Bosses Act Urge edits to No Robot Bosses Act Urge edits to AI Civil Rights Act Provide feedback and discuss Modern Worker Empowerment Act Oppose NIOSH cuts Oppose VA contract termination Oppose Trump administration's Reduction in Force Plan Oppose Texas mid-decade redistricting efforts ahead of midterm elections Oppose Hospital Inpatient Services Modernization Act Oppose CMS Acute Hospital Care at Home program and expansion of telehealth programs Oppose the Healthcare Workforce Resilience Act Participate and advocate for nurses and patients in VA Day of Action Endorse Senator Markey and Congresswoman Lee's letters related to TRAPs. Advocate for the support of New Orleans nurses in contract negotiations Advocate for the support of UC contract negotiations Submitted comments regarding ACIP on vaccinations

HR 1 Oppose the One Big Beautiful Bill Act HR 20 Support for Richard L. Trumka Protecting the Right to Organize Act HR 2531 Support for Workplace Violence Prevention for Health Care and Social Service Workers Act HR 2550 Support for Protect Americas Workforce Act HR 3069 Support for Medicare for All Act HR 3261Support for VA Employee Fairness Act HR 3415 Support for Nurse Staffing Standards for Hospital Patient Safety and Quality Care Act HR 5088 Support for Union Participation for All Act HR 5371 Oppose the Continuing Appropriations and Extensions Act of 2026 HR 5450 Support Continuing Appropriations and Extensions and other Matters Act of 2026 S 770 Support for Social Security Expansion Act S 851 Support for Workplace Violence Prevention for Health Care and Social Service Workers Act S 852 Support for Richard L. Trumka Protecting the Right to Organize Act S 1506 Support for Medicare for All Act S 1709 Support for Nurse Staffing Standards for Hospital Patient Safety and Quality Care Act S 1847 Support for Senator Pauls Association Health Plans Act S 2210 Oppose Empowering Independent Workers to Access Portable Benefits Act S 2228 Support Senator Scotts Modern Worker Empowerment Act S 2335 Shared concerns with parts of Pension for All Act S 2818 Support for Tax Excessive CEO Pay Act S 2779 Support for Tax Cuts for Striking Workers Act S 2882 Support for Continuing Appropriations and Extensions and other Matters Act of 2026 Support for introduction of the Medicines for the People Act Support introduction of Senate Protecting America's Workforce Act Support for Universal Health Care Act Oppose corporate consolidation in the health care industry Oppose Temporary Protected Status for immigrants Endorse Union Participation for All Act Support removal of HHS Secretary Robert F. Kennedy, Jr. and advocate for the restoration of science-based policy at CDC and other HHS agencies. Oppose NRLB and DOL nominations Outreach with HELP committee and follow-up meeting with Senator Sanders Urge edits to Stop Spying Bosses Act Urge edits to No Robot Bosses Act Urge edits to AI Civil Rights Act Provide feedback and discuss Modern Worker Empowerment Act Oppose NIOSH cuts Oppose VA contract termination Oppose Trump administration's Reduction in Force Plan Oppose Texas mid-decade redistricting efforts ahead of midterm elections Oppose Hospital Inpatient Services Modernization Act Oppose CMS Acute Hospital Care at Home program and expansion of telehealth programs Oppose the Healthcare Workforce Resilience Act Participate and advocate for nurses and patients in VA Day of Action Endorse Senator Markey and Congresswoman Lee's letters related to TRAPs. Advocate for the support of New Orleans nurses in contract negotiations Advocate for the support of UC contract negotiations Submitted comments regarding ACIP on vaccinations

HR 1 Oppose the One Big Beautiful Bill Act HR 20 Support for Richard L. Trumka Protecting the Right to Organize Act HR 2531 Support for Workplace Violence Prevention for Health Care and Social Service Workers Act HR 2550 Support for Protect Americas Workforce Act HR 3069 Support for Medicare for All Act HR 3261Support for VA Employee Fairness Act HR 3415 Support for Nurse Staffing Standards for Hospital Patient Safety and Quality Care Act HR 5088 Support for Union Participation for All Act HR 5371 Oppose the Continuing Appropriations and Extensions Act of 2026 HR 5450 Support Continuing Appropriations and Extensions and other Matters Act of 2026 S 770 Support for Social Security Expansion Act S 851 Support for Workplace Violence Prevention for Health Care and Social Service Workers Act S 852 Support for Richard L. Trumka Protecting the Right to Organize Act S 1506 Support for Medicare for All Act S 1709 Support for Nurse Staffing Standards for Hospital Patient Safety and Quality Care Act S 1847 Support for Senator Pauls Association Health Plans Act S 2210 Oppose Empowering Independent Workers to Access Portable Benefits Act S 2228 Support Senator Scotts Modern Worker Empowerment Act S 2335 Shared concerns with parts of Pension for All Act S 2818 Support for Tax Excessive CEO Pay Act S 2779 Support for Tax Cuts for Striking Workers Act S 2882 Support for Continuing Appropriations and Extensions and other Matters Act of 2026 Support for introduction of the Medicines for the People Act Support introduction of Senate Protecting America's Workforce Act Support for Universal Health Care Act Oppose corporate consolidation in the health care industry Oppose Temporary Protected Status for immigrants Endorse Union Participation for All Act Support removal of HHS Secretary Robert F. Kennedy, Jr. and advocate for the restoration of science-based policy at CDC and other HHS agencies. Oppose NRLB and DOL nominations Outreach with HELP committee and follow-up meeting with Senator Sanders Urge edits to Stop Spying Bosses Act Urge edits to No Robot Bosses Act Urge edits to AI Civil Rights Act Provide feedback and discuss Modern Worker Empowerment Act Oppose NIOSH cuts Oppose VA contract termination Oppose Trump administration's Reduction in Force Plan Oppose Texas mid-decade redistricting efforts ahead of midterm elections Oppose Hospital Inpatient Services Modernization Act Oppose CMS Acute Hospital Care at Home program and expansion of telehealth programs Oppose the Healthcare Workforce Resilience Act Participate and advocate for nurses and patients in VA Day of Action Endorse Senator Markey and Congresswoman Lee's letters related to TRAPs. Advocate for the support of New Orleans nurses in contract negotiations Advocate for the support of UC contract negotiations Submitted comments regarding ACIP on vaccinations

HR 1 Oppose the One Big Beautiful Bill Act HR 20 Support for Richard L. Trumka Protecting the Right to Organize Act HR 2531 Support for Workplace Violence Prevention for Health Care and Social Service Workers Act HR 2550 Support for Protect Americas Workforce Act HR 3069 Support for Medicare for All Act HR 3261Support for VA Employee Fairness Act HR 3415 Support for Nurse Staffing Standards for Hospital Patient Safety and Quality Care Act HR 5088 Support for Union Participation for All Act HR 5371 Oppose the Continuing Appropriations and Extensions Act of 2026 HR 5450 Support Continuing Appropriations and Extensions and other Matters Act of 2026 S 770 Support for Social Security Expansion Act S 851 Support for Workplace Violence Prevention for Health Care and Social Service Workers Act S 852 Support for Richard L. Trumka Protecting the Right to Organize Act S 1506 Support for Medicare for All Act S 1709 Support for Nurse Staffing Standards for Hospital Patient Safety and Quality Care Act S 1847 Support for Senator Pauls Association Health Plans Act S 2210 Oppose Empowering Independent Workers to Access Portable Benefits Act S 2228 Support Senator Scotts Modern Worker Empowerment Act S 2335 Shared concerns with parts of Pension for All Act S 2818 Support for Tax Excessive CEO Pay Act S 2779 Support for Tax Cuts for Striking Workers Act S 2882 Support for Continuing Appropriations and Extensions and other Matters Act of 2026 Support for introduction of the Medicines for the People Act Support introduction of Senate Protecting America's Workforce Act Support for Universal Health Care Act Oppose corporate consolidation in the health care industry Oppose Temporary Protected Status for immigrants Endorse Union Participation for All Act Support removal of HHS Secretary Robert F. Kennedy, Jr. and advocate for the restoration of science-based policy at CDC and other HHS agencies. Oppose NRLB and DOL nominations Outreach with HELP committee and follow-up meeting with Senator Sanders Urge edits to Stop Spying Bosses Act Urge edits to No Robot Bosses Act Urge edits to AI Civil Rights Act Provide feedback and discuss Modern Worker Empowerment Act Oppose NIOSH cuts Oppose VA contract termination Oppose Trump administration's Reduction in Force Plan Oppose Texas mid-decade redistricting efforts ahead of midterm elections Oppose Hospital Inpatient Services Modernization Act Oppose CMS Acute Hospital Care at Home program and expansion of telehealth programs Oppose the Healthcare Workforce Resilience Act Participate and advocate for nurses and patients in VA Day of Action Endorse Senator Markey and Congresswoman Lee's letters related to TRAPs. Advocate for the support of New Orleans nurses in contract negotiations Advocate for the support of UC contract negotiations Submitted comments regarding ACIP on vaccinations

H. Res. 186, Of inquiry requesting the President to transmit certain documents to the House of Representatives relating to the conflicts of interest of Elon Musk and related information. H. Res. 187, Of inquiry requesting the President to transmit certain information to the House of Representatives referring to the termination, removal, placement on administrative leave, moved to another department of Federal employees and Inspectors General of agencies. H. Res. 259, Of inquiry requesting the President to provide certain documents in the President's possession to the House of Representatives relating to the access provided to the staff and advisers of, including any individual working for or in conjunction with, the Department of Government Efficiency to the systems, applications, and accounts, and any information contained therein, of the Bureau of Consumer Financial Protection. H. Res. 286, Of inquiry requesting the President to transmit certain documents relating to the dangerous, unaccountable use of AI by the United States DOGE Service to jeopardize the private information and essential services of the American people. H. Res. 302, Of inquiry requesting the President and directing the Secretaries of the Treasury and Labor to transmit, respectively, certain documents to the House of Representatives relating to the effect on local economies and communities of the Department of Government Efficiency and newly-imposed tariffs. H.R. 15, Equality Act S. 1503, Equality Act H.R. 25, Fair Tax Act of 2025 H.R. 51, Washington, D.C. Admission Act S. 51, Washington, D.C. Admission Act H.R. 107, Return to Work Act H.R. 195, CBP Relocation Act H.R. 200, Federal Freeze Act S. 357, Federal Freeze Act H.R. 201, Federal Employee Performance and Accountability Act of 2025 S. 359, Federal Employee Performance and Accountability Act of 2025 H.R. 202, Commission to Relocate the Federal Bureaucracy Act S. 353, Commission to Relocate the Federal Bureaucracy Act H.R. 236, Federal Employee Return to Work Act S. 27, Federal Employee Return to Work Act H.R. 242, MANAGER Act H.R. 357, Back to Work Act H.R. 371, No Hires for the Delinquent IRS Act H.R. 435, Direct Hire To Fight Fires H.R. 489, Federal Agency Sunset Commission Act of 2025 H.R. 473, SHOW UP Act of 2025 S. 354, SHOW UP Act of 2025 H.R. 491, Equal COLA Act S. 624, Equal COLA Act H.R. 492, Saving the Civil Service Act S. 134, Saving the Civil Service Act H.R. 493, FAIR Act S. 126,FAIR Act H.R. 514, SWAMP Act S. 22, SWAMP Act H.R. 687, MERIT Act of 2025 S. 662,MERIT Act of 2025 H.R. 697, End the Deep State Act H.R. 743, Tim's Act S. 279, Tim's Act H.R. 759, Federal Firefighters Families First Act H.R. 800, DEI to DIE Act H.R. 925, Dismantle DEI Act S. 382, Dismantle DEI Act of 2025 H.R. 977, Support Military Spouses Act H.R. 1075, Tax Administration Simplification Act H.R. 1101, Taxpayer Data Protection Act H.R. 1280, DRAIN THE SWAMP Act S. 23, DRAIN THE SWAMP Act H.R. 1294, BEST Facilitation Act S. 578, BEST Facilitation Act H.R. 1295, Reorganizing Government Act of 2025 S. 583, Reorganizing Government Act of 2025 H.R. 1460, Drain the Swamp Act of 2025 H.R. 1511, REDUCE Act H.R. 1522, Federal Retirement Fairness Act H.R. 1535, BAD DOGE ACT H.R. 1548, Leveling the Playing Field 2.0 Act S. 691, Leveling the Playing Field 2.0 Act H.R. 1569, CATCH Fentanyl Act S. 703, CATCH Fentanyl Act H.R. 1571, Bureaucratic Labor Adjustment and Downsizing Effort Act H.R. 1603, Repeal CFPB Act H.R. 1637, Protect Veteran Jobs Act S. 914, Protect Veteran Jobs Act H.R. 1807, Protecting Federal Agencies and Employees from Political Interference Act H.R. 1835, MERIT Act S. 1075, MERIT Act H.R. 1930, Border Workforce Improvement Act H.R. 1943, Wildland Firefighter Paycheck Protection Act of 2025 H.R. 1989, Protect Our Probationary Employees Act S. 918, Protect Our Probationary Employees Act H.R. 2006, DOGE Act H.R. 2207, Saving DOEs Workforce Act H.R. 2255, Federal Law Enforcement Officer Service Weapon Purchase Act H.R. 2285, DHS Basic Training Accreditation Improvement Act of 2025 H.R. 2324, Unity through Service Act of 2025 S. 1120, Unity through Service Act of 2025 H.R. 2421, Protecting Taxpayer Resources Act H.R. 2470, COST of Relocations Act S. 1171, COST of Relocations Act H.R. 2532, To prohibit certain removals of employees of the Department of Health and Human Services and sub-agencies and operating divisions thereof, and for other purposes. H.R. 2601, Delete DOGE Act H.R. 2677, 10th Amendment Restoration Act of 2025 H.R. 2737, ELON MUSK Act H.R. 2742, DOGE Accountability and Transparency Act H.R. 2743, Raise the Wage Act of 2025 S. 1332, Raise the Wage Act of 2025 H.R. 2829, SERVICE Act H.R. 2880, To provide employment protections for, and reinstatement of, certain probationary Federal career employees, and for other purposes. H.R. 2894, SEER Act of 2025 S. 1491, SEER Act 2025 H.R. 2905, Ensuring Agency Service Quality Act H.R. 2906, SERVICE Act H.R. 2921, Federal Firefighter Cancer Detection and Prevention Act of 2025 H.R. 2962, Border Airport Fairness Act of 2025 S. 677, Border Airport Fairness Act of 2025 H.R. 3046, Workers Memorial Day H.R. 3072, DOGE Codification Act of 2025 H.R. 3093, REHIRE Act H.R. 3094, PREP Act H.R. 3120, To improve the review and effectiveness of the cost of living adjustments to pay and benefits for members of the Armed Forces and civilian employees of the Department of Defense whose permanent duty station is located in the 19th Congressional District of California, and for other purposes. H.R. 3144, Honoring our K9 Heroes Act H.R. 3170, Improving Access to Workers Compensation for Injured Federal Workers Act H.R. 3171, Reduction in Force Review Act S. 1585, Reduction in Force Review Act H.R. 3226, Law Enforcement Officers Equity Act H.R. 3267, PSLF Payment Completion Fairness Act H.R. 3305, LEO Fair Retirement Act of 2025 H.R. 3317, Honoring Civil Servants Killed in the Line of Duty Act S. 2078, Honoring Civil Servants Killed in the Line of Duty Act H.R. 3346, Sovereign State Environmental Quality Assurance Act H.R. 3364, Federal Retirement Thrift Investment Board Inspector General Act of 2025 H.R. 3404, FAIR Leave Act H.R. 3435, Federal Cyber Workforce Training Act of 2025 H.R. 3445, Bureau of Consumer Financial Protection Commission Act H.R. 3468, Protecting Retirement and Health Benefits for Families Act H.R. 3555, Protect our Parks Act of 2025 H.R. 3560, Veteran Wildland Firefighter Employment Act of 2025 H.R. 3733, Make DOGE Permanent Act H.R. 3838, Streamlining Procurement for Effective Execution and Delivery and National Defense Authorization Act for Fiscal Year 2026 S. 2296, National Defense Authorization Act for Fiscal Year 2026 H.R. 3853, Federal Government Reform Act of 2025 H.R. 3891, Northern Border Security and Staffing Reform Act H.R. 3965, PEARL Act H.R. 4052, Employment Abundance Act H.R. 4057, CBP Canine Home Kenneling Pilot Act H.R. 4176, No Secret Police Act of 2025 H.R. 4440, Protecting Federal Employee Rights to Personnel Files Act of 2025 H.R. 4582, To amend the Family and Medical Leave Act of 1993 and title 5, United States Code, to clarify that organ donation surgery qualifies as a serious health condition. H.R. 4672, To extend the break-in-service consideration for firefighter retirements, and other purposes. H.R. 4683, Securing Americas Ports of Entry Act of 2025 S. 1678, Securing America's Ports of Entry Act of 2025 H.R. 4727, To codify Executive Order 14235 relating to restoring public service loan forgiveness. H.R. 4823, Promoting Free and Fair Elections Act of 2025 H.R. 4854, Saving the Department of the Interior's Workforce Act S. 2597, Saving the Department of the Interior's Workforce Act H.R. 4893, National Guard and Reserve Student Loan Fairness Act H.R. 4907, Statistical Agency Integrity and Independence Act H.R. 4908, Time Off to Vote Act S. 2549, Time Off to Vote Act H.R. 4974, DETECT Act of 2025 H.R. 4996, FORWARD Act H.R. 5000, Cybersecurity Hiring Modernization Act H.R. 5091, To amend section 5545 of title 5, United States Code, to provide hazard pay for carrying out prescribed burns, and for other purposes. H.R. 5397, HEALING Mothers and Fathers Act S. 2418, HEALING Mothers and Fathers Act H.R. 5572, Help FEDS Act S. 2948, Help FEDS Act H.R. 5599, To prohibit the removal of Federal employees during any lapse in discretionary appropriations, and for other purposes. S. Res. 165, A resolution expressing the sense of the Senate that the plan of President Trump and Elon Musk to fire 83,000 employees of the Department of Veterans Affairs is unacceptable and must be rescinded. S. Res. 166, A resolution demanding the immediate reinstatement of all veteran Federal employees involuntarily removed or otherwise dismissed without cause since January 20, 2025. S. Res. 324, A resolution expressing the sense of the Senate that the actions of the Trump Administration that drastically and indiscriminately reduce staff at Federal agencies, freeze vast swaths of critical Federal funding, and dismantle Federal agencies are destructive and harmful to communities across the United States and have raised costs for American families. S. 21, REMOTE Act S. 26, To exclude locality adjustments from average pay for computing retirement annuities of new employees. S. 67, Censorship Accountability Act S. 82, Telework Reform Act of 2025 S. 102, ROOMIE Act S. 135, Wildland Firefighter Paycheck Protection Act of 2025 S. 295, Reducing the Federal Workforce Through Attrition Act S. 452, BARCODE Efficiency Act S. 490,Protecting Americans' Privacy Act S. 591, Restore Merit to Government Service Act of 2025 S. 727, U.S. Customs and Border Protection Officer Retirement Technical Corrections Act S. 949, Save Our Parks Act of 2025 S. 1059, One Agency Act S. 1138, A bill to require the Secretary of Homeland Security to enhance capabilities for outbound inspections at the southern land border, and for other purposes. S. 1154, Congressional Whistleblower Protection Act of 2025 S. 1185, FIGHTING for America Act of 2025 S. 1368, TSP Fiduciary Security Act of 2025 S. 1427, Audit the IRS Act S. 1444, Tax DODGER Act S. 1625, SHIELD Against CCP Act S. 1768, TALENTS Act S. 1771, Larry Henderson Act S. 1819, DOGE BROS Act S. 1871, Emerging Innovative Border Technologies Act S. 1923, CFPB Pay Fairness Act of 2025 S. 1991, Delivering On Government Efficiency in Spending Act S. 2039, Wildfire Risk Evaluation Act S. 2091, Restoring Lethality Act S. 2163, Border Patrol Recruitment Enhancement Act S. 2173, For Sale Act of 2025 S. 2335, Pensions for All Act S. 2429, Stop the Scammers Act S. 2473, Federal Firefighters Families First Act S. 2542, Federal Building Threat Notification Act S. 2595, Saving the Department of Energy's Workforce Act S. 2605, A bill to amend title 10, United States Code, to improve recruitment and retention of the cyber workforce of the Department of Defense, and for other purposes. S. 2645, DHS Suicide Prevention and Resiliency for Law Enforcement Act S. 2732, Bonuses for Cost-Cutters Act of 2025 S. 2786, Pipeline to Service Act S. 2816, Stop Sycophants in Government Act of 2025 S. 2838, Protecting Our Democracy Act S. 2953, Dismantling Double Dippers Act of 2025

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. Nomination of Frank Bisignano as Commissioner of Social Security 13. Proposals to increase the Social Security death benefit 14. S. 2335, Pensions for All Act, entire bill 15. S. 2763, Keep Billionaires Out of Social Security Act, entire bill 16. S. 2614, Protecting and Preserving Social Security Act, entire bill 17. H.R. 4968, Protecting and Preserving Social Security Act, entire bill

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE