DAWIT KAHSAI

H.R. 1027, the Quashing Unwanted and Interruptive Electronic Telecommunications (QUIET) Act of 2025. No bill number. Discussed Universal Service Fund reform. No bill number. Discussed Broadband Equity Access and Deployment (BEAD) program. No bill number. Discussed digital skills and broadband affordability. No bill number. Discussed robocalls and robotexts and the impact of Generative AI. No bill number. Discussed Next Generation 911. No bill number. Discussed network resiliency and copper retirements. No bill number. Discussed Spectrum auction reauthorization and privacy. S. 725, the Enhancing First Response Act of 2025. H.R. 637, the 911 SAVES Act of 2025.

No bill number. Discussed GUARD Act. No bill number. Discussed resources for state and local law enforcement. No bill number. Discussed improving fraud reporting systems. No bill number. Discussed fraud.

H.R.979/S.315, the AM Radio for Every Vehicle Act. H.R.1582 / S.1177, the Volunteer Driver Tax Appreciation Act.

No bill number. Discussed cryptocurrency kiosks. S. 710, the Crypto ATM Fraud Prevention Act of 2025. No bill number. Discussed accredited investor issues. No bill number. Discussed electronic delivery of financial disclosures. S.J.Res.36, A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Bureau of Consumer Financial Protection relating to "Prohibition on Creditors and Consumer Reporting Agencies Concerning Medical Information (Regulation V)". No bill number. Discussed private equity in retirement accounts. No bill number. Discussed financial services issues.

S. 2392/H.R. 3784, the Improving Social Securitys Service to Victims of Identity Theft Act. S. 2767/H.R. 5408, the SSI Savings Penalty Elimination Act. S. 2859/H.R. 3667, the Social Security Child Protection Act. No bill number. Discussed customer service at the Social Security Administration. No bill number. Discussed long term solvency of Social Security. No bill number. Discussed Supplemental Security Income. S. 2280/H.R. 4583, the Social Security 2100 Act. No bill number. Discussed fast track entitlement commissions. S. 2800, the Social Security Check Tax Cut Act. H.R. 82/S. 597, the Social Security Fairness Act of 2023. H.R. 4260, the Public Servants Protection and Fairness Act of 2023. H.R. 5342, the Equal Treatment of Public Servants Act of 2023. S. 664, a bill to ensure that Social Security beneficiaries receive regular statements. No bill number. Discussed reducing red tape for family caregivers in Medicare, Medicaid, Social Security and CHIP. No bill number. Discussed improving access to retirement savings. No bill number. Discussed childhood savings accounts. No bill number. Discussed romance scams and Veteran fraud issues. No bill number. Discussed DOLs upcoming fiduciary rule.

H.R.4153/ S.2009, the Senior Legal Hotline Act. No bill number. Discussed the Friendly Calls for Our Seniors Act. H.R. 3489, the Reporting Instances of Non-authorized Grift Act.

H.R. 824, the Telehealth Benefit Expansion for Workers Act of 2023. H.R. 2713/S. 2418, the Improving Care and Access to Nurses Act. S. 1687, the Beneficiary Enrollment Notification and Eligibility Simplification 2.0 Act. No bill number. Discussed Medicare financial stability and solvency. No bill number. Discussed family caregivers and 1-800-MEDICARE. No bill number. Discussed reducing red tape for family caregivers in Medicare, Medicaid, Social Security and CHIP. No bill number. Discussed access to Medicaid services, including home and community-based services. No bill number. Discussed Medicare home health payment proposed rule. H.R. 5138, the Improving Access to Medicare Coverage Act. No bill number. Discussed Civil Money Penalty Reinvestment Program. No bill number. Discussed 2024 Medicare physician fee schedule proposed rule and family caregivers. No bill number. Discussed 2024 Medicare hospital outpatient prospective payment system proposed rule and family caregivers. No bill number. Discussed minimum nursing home staffing standards and proposed rule. No bill number. Discussed 21st Century Long-Term Care Caucus. No bill number. Discussed GUIDE Model. No bill number. Discussed shortage of nursing home state surveyors and related funding. No bill number. Discussed Medicare home health. H.R. 5518, the Right to Medicare Act. H.R. 5378, the Lower Costs, More Transparency Act. No bill number. Discussed Medicaid Managed Care programs.

S. 692, a bill to require require the Social Security Administration to make changes to Social Security terminology. S. 664, a bill to ensure that Social Security beneficiaries receive regular statements. No bill number. Discussed long term solvency of Social Security and options to extend solvency. No bill number. Discussed customer Social Security customer service. No bill number. Discussed Social Security, Medicare and debt ceiling. No bill number. Discussed fast track entitlement commissions. H.R. 716, Fair COLA for Seniors Act of 2023. No bill number. Discussed the Supplemental Security Income program. H.R. 82, Social Security Fairness Act of 2023. Discussed pension provisions enacted in the Securing a Strong Retirement Act (SECURE 2.0). No bill number. Discussed the Thrift Savings Plan and non-government workers. No bill number. Discussed improvements to Social Security and retirement.

No bill number. Discussed Person to Person (P2P) platform reforms and P.L. 95-630 Electronic Funds Transfer Act. No bill number. Discussed cryptocurrency fraud. No bill number. Discussed the Edith Shorougian Senior Victims of Fraud Compensation Act. No bill number. Discussed accredited investor definition. No bill number. Discussed digital engagement practices and securities. H.R. 1579 the Accredited Investor Definition Act. H.R. 1807 the Improving Disclosure for Investors Act of 2023.

H.R.4153/ S.2009, the Senior Legal Hotline Act. No bill number. Discussed the Friendly Calls for Our Seniors Act. H.R. 3489 Reporting Instances of Non-authorized Grift Act of 2023.

No bill number. Discussed the Affordable Connectivity Program. No bill number. Discussed the Universal Service Fund (USF). No bill number. Discussed the State Digital Equity Capacity Grant program. No bill number. Discussed the Digital Equity Competitive Grant program. No bill number, Discussed the Digital Equity Act and the Broadband Equity, Access, and Deployment (BEAD) program. No bill number. Discussed digital discrimination.

S 1765/HR 3762, the Emergency Vacating of Aircraft Cabin Act. S 1669/HR 3413, the AM Radio for Every Vehicle Act. No bill number. Discussed Transportation, Housing & Urban Development Appropriations Act, FY 2024. H.R. 3935/S. 1939, the Securing Growth and Robust Leadership in American Aviation Act.

H.R. 824, the Telehealth Benefit Expansion for Workers Act of 2023. H.R. 2713/S. 2418, the Improving Care and Access to Nurses Act. S. 1687, the Beneficiary Enrollment Notification and Eligibility Simplification 2.0 Act. No bill number. Discussed Medicare financial stability and solvency. No bill number. Discussed family caregivers and 1-800-MEDICARE. No bill number. Discussed reducing red tape for family caregivers in Medicare, Medicaid, Social Security and CHIP. No bill number. Discussed access to Medicaid services, including home and community-based services. No bill number. Discussed Medicare home health payment proposed rule. H.R. 5138, the Improving Access to Medicare Coverage Act. No bill number. Discussed Civil Money Penalty Reinvestment Program. No bill number. Discussed 2024 Medicare physician fee schedule proposed rule and family caregivers. No bill number. Discussed 2024 Medicare hospital outpatient prospective payment system proposed rule and family caregivers. No bill number. Discussed minimum nursing home staffing standards and proposed rule. No bill number. Discussed 21st Century Long-Term Care Caucus. No bill number. Discussed GUIDE Model. No bill number. Discussed shortage of nursing home state surveyors and related funding. No bill number. Discussed Medicare home health. H.R. 5518, the Right to Medicare Act. H.R. 5378, the Lower Costs, More Transparency Act. No bill number. Discussed Medicaid Managed Care programs.

No bill number. Discussed National Roadway Safety Strategy. S.1669/H.R.3413, the AM Radio for Every Vehicle Act. No bill number. Discussed accessible lavatories on aircraft.

H.R.4153/ S.2009, the Senior Legal Hotline Act. No bill number. Discussed the Friendly Calls for Our Seniors Act. H.R. 3489, the Reporting Instances of Non-authorized Grift Act.

No bill number. Discussed the Affordable Connectivity Program (ACP). No bill number. Discussed Universal Service Fund (USF) reform. No bill number. Discussed the Digital Equity Act and the Broadband Equity, Access, and Deployment (BEAD) program. No bill number. Discussed Robocall and Robotext scams. No bill number. Discussed the Infrastructure Investment and Jobs Act (IIJA) broadband programs - Implementation and success.

No bill number. Discussed the Affordable Connectivity Program. No bill number. Discussed the Universal Service Fund (USF). No bill number. Discussed the State Digital Equity Capacity Grant program. No bill number. Discussed the Digital Equity Competitive Grant program. No bill number, Discussed the Digital Equity Act and the Broadband Equity, Access, and Deployment (BEAD) program. No bill number. Discussed digital discrimination.

No bill number. Discussed Person to Person (P2P) platform reforms and P.L. 95-630 Electronic Funds Transfer Act. No bill number. Discussed cryptocurrency fraud. No bill number. Discussed the Edith Shorougian Senior Victims of Fraud Compensation Act. No bill number. Discussed accredited investor definition. No bill number. Discussed digital engagement practices and securities. H.R. 1579 the Accredited Investor Definition Act. H.R. 1807 the Improving Disclosure for Investors Act of 2023.

H.R.4153/ S.2009, the Senior Legal Hotline Act. No bill number. Discussed the Friendly Calls for Our Seniors Act. H.R. 3489 Reporting Instances of Non-authorized Grift Act of 2023.

S 1765/HR 3762, the Emergency Vacating of Aircraft Cabin Act. S 1669/HR 3413, the AM Radio for Every Vehicle Act. No bill number. Discussed Transportation, Housing & Urban Development Appropriations Act, FY 2024. H.R. 3935/S. 1939, the Securing Growth and Robust Leadership in American Aviation Act.

S. 692, a bill to require require the Social Security Administration to make changes to Social Security terminology. S. 664, a bill to ensure that Social Security beneficiaries receive regular statements. No bill number. Discussed long term solvency of Social Security and options to extend solvency. No bill number. Discussed customer Social Security customer service. No bill number. Discussed Social Security, Medicare and debt ceiling. No bill number. Discussed fast track entitlement commissions. H.R. 716, Fair COLA for Seniors Act of 2023. No bill number. Discussed the Supplemental Security Income program. H.R. 82, Social Security Fairness Act of 2023. Discussed pension provisions enacted in the Securing a Strong Retirement Act (SECURE 2.0). No bill number. Discussed the Thrift Savings Plan and non-government workers. No bill number. Discussed improvements to Social Security and retirement.

No bill number. Discussed the Elder Justice Reauthorization and Modernization Act. No bill number. Discussed the Guardianship Grant Flexibility Act. No bill number. Discussed Older Americans Act reauthorization.

No bill number. Discussed equitable funding for community health care, nursing home safety, and health and nutrition for Puerto Rico and other Territories. No bill number. Discussed over-the-counter hearing aid regulations. No bill number. Discussed Medicare and Medicare Advantage. No bill number. Discussed individual market commercial health insurance. No bill number. Discussed health care workforce training and shortages. No bill number. Discussed the Affordable Care Act Proposed Notice of Benefit and Payment Parameters for 2024. H.R. 382, the Pandemic is Over Act. S.818, Maximizing Opioid Recovery Emergency (MORE) Savings Act. No bill number. Discussed home and community-based services, health care workforce, family caregiving, direct care workforce, and nurses. No bill number. Discussed prescription drug policy, health care transparency, competition, and affordability. No bill number. Discussed rare diseases.

No bill number. Discussed health care provider workforce. No bill number. Discussed Medicare coverage of telehealth. No bill number. Discussed Medicare spending and the debt ceiling. No bill number. Discussed Medicare coverage of dental services. No bill number. Discussed Medicare Advantage coverage of telehealth. No bill number. Discussed Medicare Advantage prior authorization system. No bill number. Discussed Medicare prescription drug inflation rebate program. No bill number. Discussed proposed Advance Notice of Methodological Changes for Calendar Year (CY) 2024 for Medicare Advantage (MA) Capitation Rates and Part C and Part D Payment Policies. No bill number. Discussed proposed Contract Year 2024 Policy and Technical Changes to the Medicare Advantage (MA) and Medicare Prescription Drug Benefit Program (Part D). No bill number. Discussed dual eligible enrollees. No bill number. Discussed CMS State Survey & Certification funding. No bill number. Discussed federal minimum nursing home staffing standards. No bill number. Discussed family caregivers, home care, and the paid direct care workforce. No bill number. Discussed New Mexico Centennial Care five-year Medicaid 1115 Demonstration Waiver renewal request. No bill number. Discussed nursing home COVID-19 vaccination rates, treatments, and other related issues. S.100/H.R. 547, Better Care Better Jobs Act. No bill number. Discussed HCBS settings rule. S.762/H.R. 1493, Home and Community-Based Services Access Act. No bill number. Discussed chronic care and family caregiving. No bill number. Discussed Oregon 1115 waiver.

No bill number. Discussed the Affordable Connectivity Program (ACP) No bill number. Discussed broadband expansion. No bill number. Discussed Bipartisan Infrastructure Law program implementation. No bill number. Discussed Bipartisan Infrastructure Law broadband programs and Farm Bill 2023.

S. 692, a bill to require require the Social Security Administration to make changes to Social Security terminology. S. 664, a bill to ensure that Social Security beneficiaries receive regular statements. No bill number. Discussed long term solvency of Social Security and options to extend solvency. No bill number. Discussed customer Social Security customer service. No bill number. Discussed Social Security, Medicare and debt ceiling. No bill number. Discussed fast track entitlement commissions. H.R. 716, Fair COLA for Seniors Act of 2023. No bill number. Discussed the Supplemental Security Income program. H.R. 82, Social Security Fairness Act of 2023. Discussed pension provisions enacted in the Securing a Strong Retirement Act (SECURE 2.0). No bill number. Discussed the Thrift Savings Plan and non-government workers. No bill number. Discussed improvements to Social Security and retirement.

No bill number. Discussed broadband infrastructure for 50+ communities. No bill number. Discussed robocalls and robotexts. No bill number. Discussed Affordable Connectivity Program, digital discrimination, and broadband mapping. No bill number. Discussed Docket No. 22-2, Empowering Broadband Consumers through Transparency. No bill number. Discussed Digital Equity state planning and BEAD deployment. No bill number. Discussed Algorithmic Bias, Discrimination, and Error. S. 4664 Commerce, Justice and Science Appropriations Act, FY 2023. H.R. 8239/S. 4661 Agriculture, Rural Development Appropriations Act, FY 2023.

H.R. 2617, Consolidated Appropriations Act, 2023. No bill number. Discussed mental and behavioral health coverage in Medicare. No bill number. Discussed telehealth coverage in Medicare. No bill number. Discussed Medicare Physician Fee Schedule and medically necessary dental coverage. No bill number. Discussed family caregivers and Hospital at Home Programs. No bill number. Discussed Medicare coverage of at-home COVID-19 diagnostic tests. No bill number. Discussed Medicaid funding for Puerto Rico and the U.S. Territories. No bill number. Discussed access to COVID-19 vaccines, tests, and treatments. No bill number. Discussed efficiency and equity in CMS programs. No bill number. Discussed eligibility and enrollment processes in CMS programs. No bill number. Discussed Medicaid quality measures. No bill number. Discussed non-discrimination provisions in ACA and CMS health coverage programs. No bill number. Discussed relationship between employer-provided benefit plans and the Medicare Secondary Payer statute. No bill number. Discussed allowing Medicare Part D enrollees a one-time plan switch. H.R.8295/S. 4659 Labor, Health & Human Services Appropriations Act, FY 2023. No bill number. Discussed nursing home debt collection. H.R. 7053/S. 3792, Hospital Inpatient Services Modernization Act and family caregivers P.L. 115-119. RAISE Family Caregivers Act. No bill number. Discussed Medicaid home and community-based services settings rule. No bill number. Discussed family caregivers in Medicare. H.R. 3733, Essential Caregivers Act of 2021. No bill number. Discussed COVID-19, nursing home residents and staff, and low up-to-date COVID-19 vaccination rates. No bill number. Discussed Tennessees TennCare III Section 1115 Demonstration Waiver Amendment 3 request. No bill number. Discussed the Money Follows the Person Rebalancing Demonstration Program and financial protections for the spouses of individuals receiving Medicaid home and community-based services. No bill number. Discussed Elder Justice Act program reauthorization, modernization, and funding.

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

No bill number. Discussed Person to Person (P2P) platform reforms and P.L.95-630 Electronic Funds Transfer Act. No bill number. Discussed cryptocurrency fraud. No bill number. Discussed nursing home debt collection and family caregiving. H.R. 1565/S. 856, Senior Security Act. HR 7923, Investor Justice Act. No bill number. Discussed the Edith Shorougian Senior Victims of Fraud Compensation Act. HR 5914/S 3529, Empowering States to Protect Seniors from Bad Actors Act. No bill number. Discussed commercial surveillance and data security. No bill number. Discussed fraud prevention.

HR 3321/S 1670, Credit for Caring Act. HR 6823/S 3854, Elizabeth Dole Home Care Act. Public Law 115-119 the RAISE Family Caregivers Act. No bill number. Discussed rural telehealth. No bill number. Discussed Medicare Advantage oversight. P.L. 117-169, Inflation Reduction Act. No bill number. Discussed mental and behavioral health coverage. No bill number. Discussed coverage of ESRD in private plans in relation to Medicare Secondary Payer Act. H.R.6302, Protecting the Health of Americas Older Adults Act. H.R.8994, Supporting Our First Responders Act . H.R.4040, Advancing Telehealth Beyond COVID-19 Act of 2022. No bill number. Discussed HHS Initiative to Strengthen primary health care. No bill number. Discussed COVID-19 vaccines and oral anti-viral medication. H.R. 8295 Labor, Health & Human Services Appropriations Act, FY 2023 S.4862, Supporting our Seniors Act. No bill number. Discussed disability policies, telehealth, and assistive technologies. No bill number. Discussed nursing homes, COVID-19, residents, and staff issues.

S. 880, Protecting Older Workers Against Discrimination Act. H.R. 3992, Protect Older Job Applicants Act. H.R. 8256, Commerce, Justice and Science Appropriations Act, FY 2023. No bill number. Discussed age discrimination and forced arbitration.

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

P.L. 117-169, Inflation Reduction Act. No bill number. Discussed mental and behavioral health coverage in Medicare. No bill number. Discussed Physician Fee Schedule and Other Medicare Part B Issues, such as dental coverage. H.R.8487, Improving Seniors Timely Access to Care Act of 2022. No bill number. Discussed allowing one time change in Medicare Part D plans. No bill number. Discussed coverage of ESRD in private plans in relation to Medicare Secondary Payer Act. No bill number. Discussed Medicares role in addressing extreme heat and disaster resilience. H.R.4040, Advancing Telehealth Beyond COVID-19 Act of 2022. H.R. 8295, Labor, Health & Human Services Appropriations Act, FY 2023; H.R.6833, Continuing Appropriations, FY 2023 No bill number. Discussed Medicaid access. No bill number. Discussed Medicare Pilot on Family Caregiver Supportive Services. S. 3792/H.R. 7053, Hospital Inpatient Services Modernization Act. No bill number. Discussed family caregivers and Hospital at Home Programs. H.R. 3650/S. 2048, Improving Access to Medicare Coverage Act. No bill number. Discussed observation stays, three-day inpatient stay requirement for Medicare coverage of skilled nursing facility care, and COVID-19 public health emergency waiver. No bill number. Discussed family caregiving, consumer and family caregiver experience of care surveys, family caregiver assessments. No bill number. Discussed Medicare Advantage Value-Based Insurance Design and Hospice Value-Based Insurance Design carve out. No bill number. Discussed nursing home issues. No bill number. Discussed disability policies and Medicaid No bill number. Discussed Medicaid streamlining proposed rule. No bill number. Discussed Medicare Home Health Prospective Payment System Rate Update and Other Home Health Issues. S. 4873/H.R. 8840, Improving Access to Advance Care Planning Act. No bill number. Discussed state 1115 waiver. No bill number. Discussed HCBS settings rule. No bill number. Discussed nursing home staffing. No bill number. Discussed nursing home debt collection and family caregiving.

H.R. 8255 Financial Services, General Government Appropriations Act, FY 2023. S. 1670/H.R. 3321, Credit for Caring Act. No bill number. Discussed disability policies and tax-exempt accounts. No bill number. Discussed Fischer King paid leave tax credit. No bill number. Discussed Enhanced Earned Income Tax Credit. H.R. 6590, Senior Citizens Tax Elimination Act. No bill number. Discussed Fischer King paid leave tax credit.

No bill number. Discussed fraud prevention. No bill number. Discussed regulation best interest. No bill number. Discussed fiduciary rule. No bill number. Discussed Person to Person (P2P) platform reforms and Electronic Funds Transfer Act. H.R. 8295 Labor, Health & Human Services Appropriations Act, FY 2023. No bill number. Discussed nursing home debt collection and family caregiving. H.R. 1565/S. 856, Senior Security Act. HR 7923, Investor Justice Act. No bill number. Discussed legislation from previous Congress, the Edith Shorougian Senior Victims of Fraud Compensation Act. HR 5914/S 3529, Empowering States to Protect Seniors from Bad Actors Act.

H.R. 4678 Homeland Security and Veterans administration Appropriations Act, FY 2023. No bill number. Discussed the needs of older adults in disaster response and preparedness. No bill number. Discussed supporting underserved communities in emergency management. No bill number. Discussed nursing homes, COVID-19, residents, and staff issues.

S. 880/H.R. 2062 - Protecting Older Workers Against Discrimination Act. H.R. 3992 -Protect Older Job Applicants Act (POJA). No bill number. Discussed age discrimination and forced arbitration. H.R. 8256 Commerce, Justice and Science Appropriations Act, FY 2023.

No bill number. Discussed intersection of older adults and disasters and ongoing FEMA/AARP partnership. No bill number. Discussed disaster resilience and older adults.

S. 1670/H.R. 3321, Credit for Caring Act. Enhancing American Retirement Now (EARN) Act of 2022. H.R. 8254 - Financial Services and General Government Appropriations Act, FY 2023

No bill number. Discussed extension of COVID-19 public health emergency. No bill number. Discussed the extension of the ARPA ACA subsidies. No bill number. Discussed RX reform in a potential reconciliation bill. H.R. 8295 Labor, Health & Human Services Appropriations Act, FY 2023. No bill number. Discussed nursing home COVID-19 boosters and vaccinations.

No bill number. Discussed senior fraud issues. No bill number. Discussed 2023 Exam. No bill number. Discussed Regulation Best Interest implementation. S.3529/ H.R.5914 - Empowering States to Protect Seniors from Bad Actors Act of 2022 No bill number. Discussed Baby Bonds. No bill number. Discussed Emergency Savings. No bill number. Discussed Ediths bill reintroduction. H.R. 7923 - Investor Justice Act. H.R.2471 - Fraud and Scam Reduction Act. S. 337 - Stop Senior Scams Act. S. 349 - Senior Fraud Prevention Act. S.4145 - Consumer Protection Remedies Act of 2022. No bill number. Discussed scams targeting veterans.

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

P.L 117 - 58 - Infrastructure Investment and Jobs Act. No bill number. Discussed the Affordable Connectivity Program (ACP) H.R.1841 - Digital Equity Act of 2022.

No bill number. Participated in DOT Equity Action Plan listening session. No bill number. Participated in AV working group. No bill number. Participated in technical review panel for a Complete Streets assessment project. No bill number. Discussed Safe Streets and Roads for All and Reconnecting Communities programs. No bill number. Discussed the New Car Assessment Program. No bill number. Discussed Accessible Lavatories on Single-Aisle Aircraft. No bill number. Transmitted letter to House Appropriations Subcommittee on Transportation, Housing, and Urban Development regarding technical assistance program for older adults and persons with disabilities. H.R. 8294 - Transportation, Housing & Urban Development Appropriations Act, FY 2023.

S.3684/H.R. 7274, the Improving Social Security's Service to Victims of Identity Theft Act. H.R. 5723, the Social Security 2100 Act: A Sacred Trust. S. 1295/H.R. 2575, the TRUST Act of 2021. H.R. 7310, the Protecting America's Retirement Security Act of 2022. H.R. 2954, the Securing a Strong Retirement Act of 2022. No bill number. Discussed Social Security Administration field offices reopening. H.R. 6746, Lifetime Income for Employees Act. No bill number. Discussed Starter 401(k) Plans. No bill number. Discussed incidental fees to plan participants. No bill number. Discussed lost and found registry. No bill number. Discussed INFORM Act. No bill number. Discussed emergency savings. No bill number. Discussed electronic delivery of retirement and pension plan information. No bill number. Discussed the fiduciary rule. S.3751, the Improving Part-Time Workers Access to Retirement Act. No bill number. Discussed automatic portability of defined benefit pension plans. H.R.5891, the RISE Act. H.R. 4502, the FY 2022 Labor, Health & Human Services Appropriations Act. H.R. 6583, the Stop the Wait Act of 2022. No bill number. Discussed service delivery at the Social Security Administration. S.3659, the Supporting Essential Workers in Retirement Act. No bill number. Discussed the need for increased funding for the Social Security Administration. No bill number. Discussed asset limits under the Supplemental Security Income program. No bill number. Discussed the Social Security retirement earnings test. No bill number. Discussed the federal taxation of Social Security benefits.

No bill number. Discussed the Vulnerable Road User Safety Assessment and the inclusion of older adults.

H.R. 4502, the CMS State Certification & Survey Programs and LTC inspection. H.R.3076, the Postal Service Reform Act of 2021. No bill number. Discussed Medicare coverage of at-home COVID tests. No bill number. Discussed Medicare coverage of Aduhelm and impact on Medicare Part B. No bill number. Discussed Medicare and antipsychotic drug use in nursing homes. H.R.6698, the Stop Unfair Medicaid Recoveries Act of 2022. No bill number. Discussed Medicaid estate recovery. H.R. 5376, the Build Back Better Act. No bill number. Discussed Medicare Advantage and Medicare Part D proposed rule and dual eligibles. No bill number. Discussed family caregivers and Medicare. No bill number. Discussed CMS COVID-19 nursing home visitation. No bill number. Discussed Hospital at Home programs and family caregivers. No bill number. Discussed COVID-19 vaccinations and boosters in nursing homes. No bill number. Discussed HCBS settings rule. No bill number. Discussed AARP Nursing Home Dashboard. No bill number. Discussed federal surveys of nursing homes. No bill number. Discussed Medicaid home care and workforce issue. Discussed home care, supporting family caregivers, and the paid direct care workforce. H.R. 3650/S. 2048, the Improving Access to Medicare Coverage Act. No bill number. Discussed observation stays and issues related to the three-day inpatient stay requirement for Medicare coverage of skilled nursing facility care. No bill number. Discussed Administrations proposed nursing home reforms. H.R. 598, Quality Care for Nursing Home Residents and Workers During COVID-19 and Beyond Act P.L. 117-2. American Rescue Plan Act. No bill number. Discussed mental and behavioral health care. No bill number. Discussed Medicare financing. No bill number. Discussed Medicare dental coverage. No bill number. Discussed innovation center payment models.

No bill number. Discussed 3G sunset No bill number. Discussed Universal Service Fund (USF) contribution reform P.L. 117 - 58 the Infrastructure Investment and Jobs Act. No bill number. Discussed broadband implementation. No bill number. Discussed the Affordable Connectivity Program (ACP).

No bill number. Discussed Earned Income Tax Credit. S. 1670/H.R. 3321, the Credit for Caring Act. H.R. 4345, the FY 2022 Financial Services and General Government Appropriations Act.

H.R. 5376 the Build Back Better Act. Discussed Affordable Care Act subsidy extension, state reinsurance funding, and Medicaid expansion via ACA subsidies. No bill number. Discussed medical debt. No bill number. Discussed COVID-19 supplemental funding. No bill number. Discussed COVID protections for seniors. No bill number. Discussed COVID-19 vaccinations and boosters in nursing homes. No bill number. Discussed inappropriate use of antipsychotic drugs in nursing homes. No bill number. Discussed CMS COVID-19 nursing home visitation guidance. No bill number. Discussed AARP Nursing Home Dashboard. H.R. 598, Quality Care for Nursing Home Residents and Workers During COVID-19 and Beyond Act S. 2890, Provider Training in Palliative Care Act. S. 3799, PREVENT Pandemics Act. H.R. 4502, the FY 2022 Labor, Health & Human Services Appropriations Act. No bill number. Discussed investing in Medicaid home and community-based services and the paid workforce.

S. 880/H.R. 2062, the Protecting Older Workers Against Discrimination Act. H.R. 3992, the Protect Older Job Applicants Act (POJA). No bill number. Discussed age discrimination and forced arbitration.

No bill number. Discussed junk fees. No bill number. Discussed fraud prevention and mitigation, interagency coordination. No bill number. Discussed medical debt. H.R 4545, the Freedom and Right to Emancipate from Exploitation (FREE) Act. H.R. 5971, the Guardians Arent Above Prosecution Act of 2021.

H.R. 3992, Protect Older Job Applicants Act. H.R. 2062/ S. 880, Protecting Older Workers Against Discrimination Act.

No bill number. Discussed 3G sunset. No bill number. Discussed the Algorithmic Accountability Act of 2021. H.R. 3684, Infrastructure Investment and Jobs Act. S.2729, Device Access for Every American Act. No bill number. Discussed the Rural Digital Opportunity Fund (RDOF). No bill number. Discussed the Emergency Broadband Benefit (EBB) program. No Bill number. Discussed reconciliation and the inclusion of devices. No bill number. Discussed Universal Service Fund (USF) contribution reform. No bill number. Discussed the Affordable Connectivity Program. H.R.1841, the Digital Equity Act of 2021.

H.R. 5376, Build Back Better Act. H.R. 4550, Transportation, Housing & Urban Development Appropriations Act, FY 2022. H.R. 3684, Infrastructure Investment Jobs Act. S.2420, the Electric Bicycle Incentive Kickstart for the Environment Act. No bill number. Discussed implementation of Thriving Communities program and roadway safety. H.R. 4550, Transportation, Housing & Urban Development Appropriations Act, FY 2022.

H.R. 5380, Senior Guardianship Social Security Protection Act of 2019. S. 1295, TRUST Act of 2021. S. 1770/H.R. 2954, SECURE Act. H.R. 5637, Meeting our Seniors Social Security Needs Act. H.R. 5723, Social Security 2100: A Sacred Trust Act. S. 3070, Safeguarding American Families and Expanding Social Security Act of 2021. H.R. 5834, Equal Treatment of Public Servants Act of 2021. No bill number. Discussed financial literacy for older Americans. No bill number. Discussed customer service provided by the Social Security Administration. No bill number. Discussed Supplemental Security Income program. No bill number. Discussed the earnings limits for those with disabilities receiving Supplemental Security Income or Social Security Disability Insurance benefits. No bill number. Discussed the taxation of Social Security benefits. No bill number. Discussed exempting COVID-19 hazard pay from the Social Security retirement earnings limit. No bill number. Discussed the Social Security retirement earnings limit. H.R. 4502, Labor, Health & Human Services Appropriations Act, FY 2022. No bill number. Discussed retirement plan portability.

H.R. 5376, Build Back Better Act. H.R. 3733, Essential Caregivers Act. No bill number. Discussed advanced illness/end-of-life issues. No bill number. Discussed Covid-19, nursing home and long-term care facility residents and staff visitation, vaccination, and boosters. No bill number. Discussed long-term services and supports workforce roundtable. S. 2210/H.R. 4131 Better Care Better Jobs Act. No bill number. Discussed Oregon Project Independence (OPI) and Family Caregiver Assistance Program (FCAP) 1115 Demonstration Waiver Application. No bill number. Discussed COVID-19 health care worker vaccination requirements for certain Medicare and/or Medicaid certified providers and suppliers. No bill number. Discussed access to home and community-based services,long-term services and supports, and employment for older adults and people with disabilities. P.L. 117-2. American Rescue Plan Act. No bill number. Discussed CMS nursing home visitation guidance, COVID-19 booster rates for nursing home residents and staff, and public reporting of such data. No bill number. Discussed individuals dually eligible for Medicare and Medicaid. S. 2694/H.R. 5169, Nursing Home Improvement and Accountability Act. No bill number. Discussed Medicare Part B premiums. H.R. 4502, Labor, Health & Human Services Appropriations Act, FY 2022.

H.R. 5376, the Build Back Better Act. H.R. 3733, Essential Caregivers Act. H.R. 3321/S. 1670 - Credit for Caring Act No bill number. Discussed visitation protocols, mental health needs, dementia, and short-term delirium in hospitals. S. 2890, Provider Training in Palliative Care Act. No bill number. Discussed advanced illness/end-of-life. No bill number. Discussed Covid-19, nursing home and long-term care facility residents and staff, visitation, vaccination, boosters. No bill number. Discussed crisis standards of care. No bill number. Discussed long-term services and supports workforce roundtable. No bill number. Comment letter to the Centers for Medicare & Medicaid Services on the interim final rule with comment on COVID-19 health care worker vaccination requirements for certain Medicare and/or Medicaid certified providers and suppliers. P.L. 117-2. American Rescue Plan Act. H.R. 4502, Labor, Health & Human Services Appropriations Act, FY 2022. S.2307, the COVID-19 and Pandemic Response Centers of Excellence Act of 2021. No bill number. Discussed the Supplemental Nutrition Assistance Program. H.R. 5724/S. 3064, White House Conference on Food, Nutrition, Hunger, and Health Act. S. 19, FEED Act. S. 2210/H.R. 4131, Better Care Better Jobs Act. S. 3431, the Revitalizing the Aging Network Act. No bill number. Aging Innovation Act. No bill number. Discussed United States Preventive Services Task Force report to Congress. Discussed draft insulin legislation.

H.R. 5376 Build Back Better Act. S. 1167, The Digital Equity Act of 2019. H.R. 3684, The Bipartisan Infrastructure Investment and Jobs Act package. No bill number. Discussed Device Access for Every American Act. No bill number. Discussed the Rural Digital Opportunity Fund (RDOF). No bill number. Discussed permanent fixes to the Emergency Broadband Benefit (EBB) program. No Bill number. Discussed reconciliation and the inclusion of devices. No bill number. Discussed Universal Service Fund (USF) contribution reform. No bill number. Discussed grant program to support outreach and education regarding the Emergency Broadband Benefit (EBB) program.

H.R. 5376 Build Back Better Act. S. 1770/H.R. 2954, SECURE Act. S. 1295/H.R. 2575, the TRUST Act of 2021. H.R. 4143/S. 2204, the Know Your Social Security Act. No bill number. Discussed retirement plan portability. No bill number - Written statement for hearing entitled Policy Options for Improving SSI (Supplemental Security Income). H.R. 3914, Social Security Benefits Payment Choice Act of 2021. H.R. 4851, the Protecting Our Widows and Widowers in Retirement (POWR) Act. S. 2065/H.R. 3834, the Supplemental Security Income Restoration Act. No bill number - Discussed the reduction in unemployment benefits due to the receipt of Social Security benefits. No bill number - Discussed the Social Security earnings limit. No bill number/reconciliation? - Discussed the Social Security Administration administering and/or funding a federal paid leave program. No bill number. Discussed the 2021 Social Security Trustees report and the long-term financial security of the program. No bill number. Discussed the ocial Security cost-of-living adjustment. No bill number. Testified during hearing: Building on Bipartisan Retirement Legislation: How Can Congress Help. No bill number. Discussed retirement plan disclosures and notices. No bill number. Discussed private-sector retirement reform legislation, including establishment of a national automatic retirement system. No bill number. Discussed state-facilitated retirement savings programs for private-sector workers. No bill number. Discussed part-time worker, independent contractor, contingent worker, personal/individual and portable retirement plan issues. No bill number. Discussed fiduciary responsibility issues. No bill number. Discussed student loan and retirement saving issues. No bill number. Discussed retirement plan data collection, retention, dissemination and cybersecurity issues. No bill number. Discussed small employer and pooled retirement plan issues. No bill number. Discussed small retirement account cash-out issues. No bill number. Discussed Individual Retirement Account (IRA) and Required Minimum Distribution (RMD). No bill number. Discussed options to improve spend down of retirement savings after retirement. No bill number. Discussed Savers Tax Credit. No bill number. Discussed women and retirement security. S. 2446/H.R. 4678, the Womens Retirement Protection Act. S. 2452, Encouraging Americans to Save Act. H.R. 4502, Labor, Health & Human Services Appropriations Act, FY 2022. No bill number. Discussed auto-IRA. No bill number. Discussed Savers Credit.

H.R. 5376 Build Back Better Act. S. 1670/H.R. 3321, Credit for Caring Act. No bill number. Discussed family caregiver tax credit. No bill number. Discussed proposal to expand paid leave benefits. No bill number - Discussed IRS outreach efforts on Advanced Child Tax Credit payments and the need for overall improved phone service by the IRS. H.R. 4345, Financial Services and General Government Appropriations Act, FY 2022.

S. 1680, the All Stations Accessibility Program. HR 3684, Bipartisan Infrastructure Bill. H.R.5376 the Build Back Better Act. H.R. 4550, Transportation, Housing & Urban Development Appropriations Act, FY 2022.

H.R. 3992, Protect Older Job Applicants Act. H.R. 2062/ S. 880, Protecting Older Workers Against Discrimination Act. H.R.5/ S.393, the Equality Act.

H.R. 3321/S. 1670 - Credit for Caring Act H.R. 3733, Essential Caregivers Act. No bill number. Discussed COVID-19 booster shots and long-term care facilities. S. 2890, Provider Training in Palliative Care Act. No bill number. Discussed nursing home COVID-19 resident and staff vaccination rates displayed on Care Compare. No bill number. Discussed Medicare nursing home COVID-19 vaccine interim final rule with comment No bill number. Discussed nursing home issues, including COVID-19 nursing home vaccinations, the waiver and guidance relating to certified nurse aide training, and visitation. No bill number. Discussed the Department of Health and Human Services current COVID-19 declaration (Fourth Amended Declaration) and the accompanying January 8, 2021 Advisory Opinion by the Office of General Counsel. No bill number. Discussed permanent expansion of the ACA expanded tax credits. No bill number. Discussed paid and medical leave. H.R. 4502, Labor, Health & Human Services Appropriations Act, FY 2022

No bill number. Discussed the Fraud, Scams and COVID-19: How Con Artists Have Targeted Older Americans During the Pandemic, hearing. H.R. 1215, the Fraud and Scam Reduction Act. S. 337, the Stop Senior Scams Act. S. 349, the Senior Fraud Prevention Act. H.R. 2668, the Consumer Protection and Recovery Act. No bill number. Discussed legislation to curb senior fraud and scams. No bill number. Discussed Covid-19 scams and tips for avoiding them. No bill number. Discussed awareness about scams and fraud.

Public L.117-2, American Rescue Plan Act of 2021 H.R. 2062/S. 880, the Protecting Older Workers Against Discrimination Act. No bill number. Discussed long-term care facilities and LGBT population.

Public L.117-2, American Rescue Plan Act of 2021. H.R. 3489 - Reporting Instances of Non-authorized Grift (RING) Act of 2021. H.R. 1215, Fraud and Scam Reduction Act. S. 337, Stop Senior Scams Act. S. 594, the Anti-Spoofing Penalties Modernization Act. S. 15, Protecting Seniors from Emergencies Scams Act. H.R. 982/S. 349, Seniors Fraud Prevention Act. No bill number. Discussed Anti-Spoofing Penalties Modernization Act. No bill number. Discussed consumer protection issues. No bill number. Discussed Universal Service Fund (USF) contribution reform. No bill number. Discussed Fraud and Scam hearing. No bill number. Discussed legislation to curb illegal robocalls. No bill number. Discussed COVID relief package. H.R. 4143, Know Your Social Security Act. H.R. 4072, Social Security Child Protection Act. H.R. 2997, Crash Avoidance System Evaluation Act.

S. 2048 Improving Access to Medicare Coverage Act. H.R. 2114, Essential Caregivers Act. No bill number. Discussed home and community-based services, the paid direct care workforce, support for family caregivers, and paid leave. S. 1670/H.R. 3321, Credit for Caring Act. No bill number. Discussed nursing home visitation, enforcement, Nursing Home CAHPS. H.R. 2812, Fairness in Nursing Home Arbitration Act. No bill number. Discussed nursing homes and COVID-19 vaccines. S. 782, Nursing Home Reform Modernization Act. No bill number. Discussed COVID-19, nursing homes, nursing home ownership, vaccines, and technology. No bill number. Discussed nursing homes and CAPABLE. No bill number. Discussed HCBS Access Act. P.L. 117-7, American Rescue Plan Act. Discussed enhanced FMAP for Medicaid home and community-based services. No bill number. Discussed Medicare home health care. S. 2210/H.R. 4131, Better Care Better Jobs Act. No bill number. Discussed Medicaid home and community-based services provider payments. No bill number. Discussed Medicare hospice proposed payment rule. No bill number. Discussed Medicare skilled nursing facility proposed payment rule. No bill number. Discussed New York State 1115 waiver and proposed 30-month transfer of assets look-back policy. No bill number - Discussed Medicare changes, Medicare savings and reinvestment in the Medicare program. No bill number - Discussed Medicare coverage of medically necessary dental services. S. 1512/H.R. 2903, The CONNECT for Health Act. No bill number - Discussed telehealth. No bill number - Discussed CMS State Certification & Survey Programs and LTC inspection. H.R.3076 - Postal Service Reform Act of 2021.

No bill number. Testified during hearing: Examining Pathways to Build a Stronger, More Inclusive Retirement System. No bill number - Discussed retirement plan portability. No bill number. Discussed paper and electronic delivery for retirement plan disclosures and notices. No bill number. Discussed private-sector retirement reform legislation, including establishment of a national automatic retirement system. No bill number. Discussed state-facilitated retirement savings programs for private-sector workers No bill number. Discussed part-time worker, independent contractor, contingent worker, personal/individual and portable retirement plan issues. No bill number. Discussed fiduciary responsibility issues. No bill number. Discussed student loan and retirement saving issues. No bill number. Discussed retirement plan data collection, retention, dissemination and cybersecurity issues. No bill number. Discussed small employer and pooled retirement plan issues. No bill number. Discussed small retirement account cash-out issues. No bill number. Discussed Individual Retirement Account (IRA) and Required Minimum Distribution (RMD). No bill number. Discussed options to improve spend down of retirement savings after retirement. No bill number. Discussed Savers Tax Credit. No bill number. Discussed women and retirement security. H.R. 2954 SECURE Act. S. 1770, the Retirement Security and Safety Act. S. 1295/H.R. 2575, the TRUST Act of 2021. H.R. 4143/S. 2204, the Know Your Social Security Act. H.R. 4072, the Social Security Child Protection Act. No bill number. Written statement for a hearing entitled Social Security During COVID: How the Pandemic Hampered Access to Benefits and Strategies for Improving Service Delivery. S. 1955/H.R. 3632, the Social Security Caregiver Credit Act. No bill number. Discussed hearing entitled Equity In Social Security: In Their Own Words. No bill number - the Protecting Our Widows and Widowers in Retirement (POWR) Act. H.R. 3915, a bill to amend title II of the Social Security Act to improve social security benefits for widows and widowers in two-income households, and for other purposes. No bill number. Discussed Supplemental Security Income modernization. No bill number. Discussed a federal paid leave program. H.R. 4003/S. 2108, a bill to eliminate work disincentives for childhood Social Security disability beneficiaries. No bill number. A bill to provide for cost-of-living increases for certain Federal benefits programs based on increases in the Consumer Price Index for the elderly.

P.L. 117,2, American Rescue Plan Act of 2021 No bill number-Discussed SNAP online pilot program No bill number - Discussed vaccine coverage, development, approval, funding distribution and prioritization No bill number - Discussed drug pricing reforms, including price negotiation, out-of-pocket cap, and inflation-based rebates No bill number - Credit for Caring Act No bill number. Discussed nursing homes and vaccines S. 57/H.R. 596, Advancing Connectivity during the Coronavirus to Ensure Support for Seniors Act (ACCESS Act). H.R. 598, Quality Care for Nursing Home Residents and Workers During COVID-19 and Beyond Act H.R. 727, Facilitating Virtual Visitation for Nursing Home Residents Act S. 782, Nursing Home Reform Modernization Act No bill number - Discussed nursing home visitation No bill number - Discussed Affordable Care Act, Medicare, health equity, health care, and long-term care No bill number - Discussed home and community-based services, H.R. 1230 - Discussed Protecting Older Workers Against Discrimination Act No bill number - Discussed women and retirement security No bill number - COVID-19 Nursing Home Protection Act No bill number - Discussed enhanced FMAP for Medicaid home and community-based services No bill number - Essential Caregivers Act No bill number - Adult Day Center Enhancement Act No bill number - Discussed the health care and long-term care workforce that cares for older adults

Public L.117-2, American Rescue Plan Act of 2021 No bill number - Discussed extension of the 2021 federal tax filing season No bill number - Discussed Tax Aide Assistance and VITA programs H.R. 323, Elder Care Tax Credit Act No bill number - Credit for Caring Act No bill number - Discussed family caregiving and aging data

P.L. 117,2 - the American Rescue Plan Act of 2021 H.R. 2062/S. 880, the Protecting Older Workers Against Discrimination Act No bill number - Discussed the Average Wage Index for Social Security No bill number - Discussed retirement plan portability No bill number - Discussed paper and electronic delivery for retirement plan disclosures and notices No bill number - Discussed private sector retirement reform legislation, including establishment of a national automatic retirement system and Secure Act 2 legislation No bill number - Discussed state-facilitated retirement savings programs for private sector workers No bill number - Discussed part-time worker, independent contractor, contingent worker, personal/individual and portable retirement plan issues. No bill number - Discussed fiduciary responsibility issues No bill number - Discussed student loan and retirement saving issues No bill number - Discussed retirement plan data collection, retention, dissemination and cybersecurity issues No bill number - Discussed small employer and pooled retirement plan issues No bill number - Discussed small retirement account cash out issues No bill number - Discussed Individual Retirement Account (IRA) and Required Minimum Distribution (RMD) No bill number - Discussed options to improve spend down of retirement savings after retirement No bill number - Discussed retirement proposals and actions. No bill number - Discussed the Social Security Administrations Internet Social Security Number Replacement Cards (iSSNRC) system No bill number - Discussed offsets in Unemployment Insurance benefits due to the receipt of Social Security benefits No bill number - Discussed the Stop the Wait Act No bill number - Discussed legislation to create a fast track process outside of regular order to consider changes to Social Security and Medicare. H.R. 2337, To amend title II of the Social Security Act to provide an equitable Social Security formula for individuals with noncovered employment and to provide relief for individuals currently affected by the Windfall Elimination Provision. H.R. 82, the Social Security Fairness Act No bill number - U.S. v. Vaello-Madero Supreme Court Case pertaining to Supplemental Security Income benefits for U.S. Territory residents No bill number - Discussed Savers Tax Credit No bill number - Discussed, women and retirement security

Public L.117-2, American Rescue Plan Act of 2021 H.R. 1215, Fraud and Scam Reduction Act S. 337, Stop Senior Scams Act S. 594, the Anti-Spoofing Penalties Modernization Act S. 15, Protecting Seniors from Emergencies Scams Act H.R. 982/S. 349, Seniors Fraud Prevention Act No bill number - Discussed Anti-Spoofing Penalties Modernization Act No bill number - Discussed consumer Protection issues No bill number - Discussed Universal Service Fund (USF) contribution reform No bill number - Discussed Fraud and Scam hearing No bill number - Discussed legislation to curb illegal robocalls No bill number - Discussed "Reporting Instances of Non-authorized Grift Act (RING) Act of 2021 No bill number - Discussed COVID relief package

Public L.117-2, American Rescue Plan Act of 2021 H.R. 2062/S. 880, the Protecting Older Workers Against Discrimination Act No bill number - Discussed long-term care facilities and LGBT population

H.R. 133, Consolidated Appropriations At, 2021. H.R. 6201, Families First Coronavirus Response Act. S. 2543, the Prescription Drug Pricing Reduction Act. H.R. 3, the Elijah E. Cummings Lower Drug Costs Now Act. S. 3548/H.R. 748, CARES Act. H.R. 6074, Coronavirus Preparedness Response Supplemental Appropriations Act. H.R. 19/S. 3129, Lower Cost More Cures Act. H.R. 5821 HOSPICE Act. No bill number. Discussed vaccine development, approval, distribution and prioritization. No bill number. Discussed vaccine coverage. No bill number. Discussed Nursing Home Dashboard and COVID-19 nursing home priorities . S. 4866, Nursing Home Reform Modernization Act. No bill number. Discussed COVID-19, nursing homes and the VA. No bill number. Discussed various issues for nursing home residents related to COVID-19, including PPE, testing, visitation, equipment, surveys, family notification and accountability for use of Provider Relief Funds. H.R. 925/H.R 6800, Heroes Act. S. 3768/H.R. 6972, Nursing Home COVID-19 Protection and Prevention Act S. 4182, Emergency Support for Nursing Homes and Elder Justice Reform Act of 2020. No bill number. Discussed the US Postal Service, health and wellness, caregiving, COVID-19 and nursing homes, social isolation, and the aging network. S. 3517/H.R. 6487, Advancing Connectivity during the Coronavirus to Ensure Support for Seniors Act (ACCESS Act). No bill number. Comment letter on Medicare and Medicaid Programs, Clinical Laboratory Improvement Amendments (CLIA), and Patient Protection and Affordable Care Act; Additional Policy and Regulatory Revisions in Response to the COVID- 19 Public Health Emergency. No bill number. Comment letter on CMS COVID-19 interim final rule. No bill number. Discussed COVID-19 vaccines and vaccinations in nursing homes and other long-term care settings. H.R. 2730/S. 1443, Credit for Caring Act. No bill number. Discussed senior suicides in response to COVID-19. No bill number. Discussed COVID-19 vaccines, 50 percent rule, and federal Pharmacy Partnership for Long-Term Care Program. H.R. 8874, Nurses CARE Act. H.R. 7714, Amend IRS Code of 1986 to Reduce the Floor on Deductions for Medical Expense.

H.R. 133, Consolidated Appropriations At, 2021. H.R. 6800, The Heroes Act. H.R. 6074, Coronavirus Preparedness Response Supplemental Appropriations Act. Senate Amendment to H.R. 925, The Heroes Act. P.L. 116-136, CARES Act. H.R. 3, Elijah E. Cummings Lower Cost Drugs Now Act. No bill number. Discussed food insecurity and food assistance programs, including Supplemental Nutrition Assistance Program (SNAP), The Emergency Food Program (TEFAP), the Commodity Supplemental Food Program (CSFP), the USDA Coronavirus Food Assistance Program, and Older Americans Act nutrition services. No bill number. Discussed barriers older adults may face when using the SNAP online pilot program. P.L. 116-260, Consolidate Appropriations Act, 2021. No bill number. Discussed AARPs Nursing Home Dashboard and COVID-19 nursing home priorities. S. 4866, Nursing Home Reform Modernization Act. No bill number. Discussed COVID-19, nursing homes and the VA. No bill number. Discussed CMS visitation guidance. No bill number. Discussed accountability for use of Provider Relief Funds. H.R. 925, Heroes Act. S. 3768/H.R. 6972, Nursing Home COVID-19 Protection and Prevention Act S. 4182, Emergency Support for Nursing Homes and Elder Justice Reform Act of 2020. No bill number. Discussed the US Postal Service, health and wellness, caregiving, social isolation, and the aging network. H.R. 6487/S. 3517, Advancing Connectivity during the Coronavirus to Ensure Support for Seniors Act (ACCESS Act). No bill number. Discussed Elder Justice Act reauthorization. No bill number. Submitted a letter to the Centers for Medicare & Medicaid Services providing comments on Medicare and Medicaid Programs, Clinical Laboratory Improvement Amendments (CLIA), and Patient Protection and Affordable Care Act. No bill number. Shared comments on CMS COVID-19 interim final rule, including enforcement requirements for nursing home data collection and reporting, limitations on COVID-19 testing without an order, and nursing home testing requirements. No bill number. Discussed COVID-19 vaccines and vaccinations in nursing homes and other long-term care settings. H.R. 2730/S. 1443, Credit for Caring Act. No bill number. Discussed senior suicides in response to COVID-19. No bill number. Discussed question regarding COVID-19 vaccines, 50 percent rule, and federal Pharmacy Partnership for Long-Term Care Program. H.R. 8874, Nurses CARE Act.

H.R. 133, Consolidated Appropriations Act. H.R. 2730/S. 1443, Credit for Caring Act. H.R. 8439, the FAIR Fight Act. H.R. 2073/S. 110, Permanent Extension of the 7.5% Medical Expense Deduction. H.R. 7714, Amend IRS Code of 1986 to Reduce the Floor on Deductions for Medical Expense. H.R. 19/S. 3129, Lower Cost More Cures Act. H.R. 3, Elijah E. Cummings Lower Cost Drugs Now Act.

No bill number. Discussed elder justice issues and financial exploitation. No bill number. Discussed nursing homes and other long-term care facilities and COVID-19, testing, personal protective equipment, staffing, virtual visitation, funding accountability, nursing home regulations, and Elder Justice Act reauthorization. H.R. 925/H.R. 6800, Heroes Act S. 3517/H.R. 6487, Advancing Connectivity during the Coronavirus to Ensure Support for Seniors Act (ACCESS Act) S. 4182, Emergency Support for Nursing Homes and Elder Justice Reform Act of 2020. S. 3768/H.R. 6972, Nursing Home COVID-19 Protection and Prevention Act. S. 4866, Nursing Home Reform Modernization Act. S. 149/H.R. 2610 the Fraud and Scam Reduction Act S. 3487 & H.R. 7620 the Edith Shorougian Senior Victims of Fraud Compensation Act (Ediths Bill). No bill number. Discussed Robocall scams. No bill number. Discussed the Fair and Accurate Information Reporting (FAIR) Act legislation. No bill number. Discussed fraud & scam issues.

H.R. 133, Consolidated Appropriations Act, 2021. H.R. 6201, Families First Coronavirus Response Act. S. 2543, the Prescription Drug Pricing Reduction Act. H.R. 3, the Elijah E. Cummings Lower Drug Costs Now Act. S. 3548/H.R. 748, CARES Act. No bill number. Discussed vaccine development, coverage, approval, distribution and prioritization. No bill number. Discussed Medicaid FMAP increases. No bill number. Discussed the Money Follows the Person Rebalancing Demonstration supplemental funds. No bill number. Comment letter on Medicare and Medicaid Programs, Clinical Laboratory Improvement Amendments (CLIA), and Patient Protection and Affordable Care Act; Additional Policy and Regulatory Revisions in Response to the COVID- 19 Public Health Emergency. No bill number. Comment letter on CMS COVID-19 interim final rule. No bill number. Discussed nursing home testing, CMS guidance on visitation and voting for nursing homes and their residents, and visitation. No bill number. Discussed requirements for family notification of nursing home residents related to COVID-19. No bill number. Comment letter to the Center for Medicare & Medicaid Services (CMS) on a request for information pertaining to Recommended Measure Set for Medicaid-Funded Home and Community-Based Services (HCBS). H.R. 925/H.R. 6800, Heroes Act. S. 3768/H.R. 6972, Nursing Home COVID-19 Protection and Prevention Act. S. 4182, Emergency Support for Nursing Homes and Elder Justice Reform Act of 2020. S. 4866, Nursing Home Reform Modernization Act. H.R. 6487/S. 3517, Advancing Connectivity during the Coronavirus to Ensure Support for Seniors Act (ACCESS Act). No bill number. Comment letter to CMS on the state of New Yorks Section 1115 Medicaid Redesign Team Waiver amendment on managed long-term care plan eligibility and voluntary mainstream enrollment for certain dual eligibles. S. 4182, Emergency Support for Nursing Homes and Elder Justice Reform Act of 2020. No bill number. Discussed COVID-19 vaccines and vaccinations in nursing homes and other long-term care settings. H.R. 2730/S. 1443, Credit for Caring Act. Shared upcoming health care priorities with House staff. H.R. 5821, HOSPICE Act and H.R. 2477 BENES Act. Discussed bills, changes to hospice bill, and advancing of bills in the House with House staff. H.R. 8874, Nurses CARE Act No bill number. Discussed Medicaid home and community-based services bill. No bill number. Discussed the federal Pharmacy Partnership for Long-Term Care Program, COVID-19 vaccines, and the 50 percent rule. H.R. 2477/S. 1280 - BENES Act. No bill number. Discussed Medicare financial situation and solvency. No bill number. Discussed medically necessary dental coverage in Medicare. No bill number. Discussed Medicare direct contracting payment model. No bill number. Letter to Food and Drug Administration calling for release of over-the-counter hearing aid regulations.

S. 4571, the Census Deadline Extensions Act of 2020. H.R. 1230/S. 485, Protecting Older Workers Against Discrimination Act.

No bill number. Discussed funding and flexibilities for Older Americans Act programs including nutrition services. No bill number. Discussed USDA Coronavirus Food Assistance Program. P.L. 116-136, CARES Act. No bill number. Written statement submitted for Senate hearing, The COVID-19 Pandemic and Seniors: A Look at Racial Health Disparities. No bill number. Discussed food assistance programs, including The Emergency Food Program and Commodity Supplemental Food Program. No bill number. Discussed Supplemental Nutrition Assistance Program (SNAP). S.3563, Food Assistance for Kids and Families During COVID-19 Act of 2020. S. 3736, Increasing Access to SNAP Delivery During COVID-19 Act of 2020. S. 4182, Emergency Support for Nursing Homes and Elder Justice Reform Act of 2020. S. 4184/H.R. 7463, Assisted Living Facility Coronavirus Reporting Act. H.R. 6698, Quality Care for Nursing Home Residents and Workers During COVID-19 Act of 2020. H.R. 6800, Health and Economic Recovery Omnibus Emergency Solutions Act (Heroes Act). HR 925, Updated Health and Economic Recovery Omnibus Emergency Solutions Act (Updated HEROES). S 4318, American Workers, Families, and Employers Assistance Act (HEALS). No bill number. Discussed funding for nursing homes, home and community-based services, and other institutional care. S. 3768/H.R. 6972, Nursing Home COVID-19 Protection and Prevention Act. No bill number. Submitted comment letter on May 8 COVID-19 interim final rule with comment. No bill number. Discussed VA and nursing homes addressing COVID-19 and the collection of demographic data. S. 3517/H.R. 6487, Advancing Connectivity during the Coronavirus to Ensure Support for Seniors Act (ACCESS Act). No bill number. Discussed immunity related to COVID-19 for nursing homes and other long-term care facilities. H.R. 7617, Defense, Commerce, Justice, Science, Energy and Water Development, Financial Services and General Government, Labor, Health and Human Services, Education, Transportation, Housing, and Urban Development Appropriations Act, 2021. No bill number. Submitted statement regarding nursing homes and COVID-19 to the Coronavirus Commission on Safety and Quality in Nursing Homes. No bill number. Discussed dual eligible and Medicaid home and community-based services. S. 4318, American Workers, Families, and Employers Assistance Act. S. 4320, Coronavirus Response Additional Supplemental Appropriations Act of 2020. No bill number. Discussed Community Immunity During COVID-19 Act. No bill number. Discussed family caregiver tax credit. S. 1443, Credit for Caring Act. No bill number. Discussed family caregiving with RAISE Family Caregiving Advisory Council. No bill number. Discussed RAISE Family Caregiving Advisory Council report. Discussed care transitions for Community Living staff. No bill number. Discussed letter VA nursing homes. H.R. 8114, Emergency Support for Nursing Homes and Elder Justice Reform Act of 2020. S. 4555/H.R. 8079, Elder Justice Reauthorization Act of 2020. No bill number. Nursing Home Transparency and Oversight Act. No bill number. Discussed nursing home point-of-care testing and nursing home and long-term care facility testing. No bill number. Discussed logistics for virtual aging conference. No bill number. Discussed nursing homes, COVID package, health extenders, continuing resolution, and long-term services and supports. No bill number. Discussed Fiscal 2021 Medicare home health payment proposed rule. H.R. 6201, Families First Coronavirus Response Act. H.R. 6074, Coronavirus Preparedness Response Supplemental Appropriations Act, 2020. S. 2543, Prescription Drug Pricing Reduction Act. H.R. 19/S. 3129, Lower Cost More Cures Act. H.R. 3, Elijah E. Cummings Lower Cost Drugs Now Act.

S. 3487/H.R. 7620, The Edith Shorougian Senior Victims of Fraud Compensation Act (Ediths Bill). S. 149/H.R. 2610, Stop Senior Scams Act of 2020. No bill number. Discussed fraud & scam issues. H.R. 7299, the COVID-19 Scam Act. No bill number. Discussed Fair and Accurate Information Reporting (FAIR) Act. H.R. 8169, Elder Abuse Protection Act of 2020. S. 4182, Emergency Support for Nursing Homes and Elder Justice Reform Act of 2020. H.R. 6800, Health and Economic Recovery Omnibus Emergency Solutions Act (Heroes Act). H.R. 6972, Nursing Home COVID-19 Protection and Prevention Act. S. 4182, Emergency Support for Nursing Homes and Elder Justice Reform Act of 2020. S. 3517/H.R. 6487, Advancing Connectivity during the Coronavirus to Ensure Support for Seniors Act (ACCESS Act). S. 3768, Nursing Home COVID-19 Protection and Prevention Act. P.L. 116-136, CARES Act. H.R. 8114, Emergency Support for Nursing Homes and Elder Justice Reform Act of 2020. S. 4555/H.R. 8079, Elder Justice Reauthorization Act of 2020. HR 925, Updated Health and Economic Recovery Omnibus Emergency Solutions Act (Updated HEROES). S 4318, American Workers, Families, and Employers Assistance Act (HEALS).

No bill number. Discussed robocall scams. H.R. 7187, Helping Ensure Access to Local TeleHealth Act of 2020. H.R. 4900, Telehealth Across State Lines Act of 2019. H.R. 6792, Improving Telehealth for Underserved Communities Act of 2020. H.R. 5473,Enhance Access to Support Essential (EASE) Behavioral Health Services Act. H.R. 7338, Advancing Telehealth Beyond COVID-19 Act of 2020.

No bill number. Discussed permitting electronic delivery to be the default method for providing important retirement plan disclosures and notices and discussed delivery of retirement disclosures by electronic and paper delivery methods. No bill number. Discussed private sector retirement reform issues, including establishment of a national automatic retirement system. No bill number. Discussed state facilitated retirement savings programs for private sector workers. No bill number. Discussed part-time worker, independent contractor, contingent worker, personal/individual and portable retirement plan issues. No bill number. Discussed multi-employer pension plan issues. No bill number. Discussed fiduciary responsibility issues. No bill number. Discussed student loans and retirement saving issues. No bill number. Discussed retirement plan data collection, retention, dissemination and cybersecurity issues. No bill number. Discussed small employer and pooled retirement plans. No bill number. Discussed small retirement account cash out issues. No bill number. Discussed Individual Retirement Accounts (IRA). No bill number. Discussed Required Minimum Distributions (RMD). No bill number. Discussed access to retirement savings for dependent care expenses. No bill number. Discussed savings for emergency expenses. No bill number. Discussed retirement savings distribution options. No bill number. Submitted testimony to the Department of Labor on fiduciary responsibilities. No bill number. Submitted testimony to US Senate Special Committee on Aging on Women and Retirement. No bill number. Submitted a statement for the record to the House Ways and Means Committees Subcommittee on Social Security on The Impact of COVID-19 on Social Security and Its Beneficiaries. No bill number. Discussed Social Security payroll tax deferral and potential elimination. H.J. Res 94, Providing for congressional disapproval of the rule relating to "Relief with Respect to Employment Tax Deadlines Applicable to Employers Affected by the Ongoing Coronavirus (COVID-19) Disease 2019 Pandemic. H.R. 7830, Fairness for Seniors and People with Disabilities During COVID-19 Act. H.R. 4907/S. 2733, TRUST Act. S. 4180, Protecting Benefits for Retirees Act. H.R. 7499, Social Security COVID Correction and Equity Act. No bill number. Discussed Social Securitys 85th Anniversary and shared public opinion polling. No bill number. Discussed The Fundamentals of Social Security via a virtual Hill briefing. No bill number. Discussed $500 CARES Act child dependent payments to eligible non-filing federal beneficiaries. S.4495, Automatic Cash Assistance Act. H.R. 8171, Save Our Social Security Now Act. No bill number, discussed the anticipated 2021 Social Security cost-of-living adjustment. HR 925, Updated Health and Economic Recovery Omnibus Emergency Solutions Act (Updated HEROES). S 4318, American Workers, Families, and Employers Assistance Act (HEALS). H.R. 397, Rehabilitation for Multiemployer Pensions Act. S. 1431, Retirement Security & Savings Act. S. 2254, Butch Lewis Act. S. 4192/H.R. 7439, Retirement Savings Lost and Found Act. No bill number. Discussed multi-employer pensions.

H.R. 8439, To amend the Internal Revenue Code of 1986 to exclude from gross income any interest paid on an overpayment of tax. No bill number. Discussed family caregiver tax. S. 1443, Credit for Caring Act. H.R. 2073/S. 110, legislation to permanently extend the medical expense deduction at 7.5% of income. H.R. 7714, Legislation to amend IRS Code of 1986 to Reduce the Floor on Deductions for Medical Expense. H.R. 19/S. 3129, Lower Cost More Cures Act. H.R. 3, Elijah E. Cummings Lower Cost Drugs Now Act. No Bill Number. Discussed payroll tax deferral.

S. 4182, Emergency Support for Nursing Homes and Elder Justice Reform Act of 2020. S. 4184/H.R. 7463, Assisted Living Facility Coronavirus Reporting Act. H.R. 6698, Quality Care for Nursing Home Residents and Workers During COVID-19 Act of 2020. H.R. 6800, Health and Economic Recovery Omnibus Emergency Solutions Act (Heroes Act). HR 925, Updated Health and Economic Recovery Omnibus Emergency Solutions Act (Updated HEROES); No bill number. Discussed funding for nursing homes, home and community-based services, and other institutional care in next COVID-19 package. S. 3768/H.R. 6972, Nursing Home COVID-19 Protection and Prevention Act. No bill number. Discussed May 8 COVID-19 interim final rule. No bill number. Discussed VA and nursing homes addressing COVID-19 and the collection of demographic data in possible COVID-19 package. H.R. 6972, Nursing Home COVID-19 Protection and Prevention Act. S. 3517/H.R. 6487, Advancing Connectivity during the Coronavirus to Ensure Support for Seniors Act (ACCESS Act). No bill number. Discussed immunity related to COVID-19 for nursing homes and other long-term care facilities. H.R. 7617, Defense, Commerce, Justice, Science, Energy and Water Development, Financial Services and General Government, Labor, Health and Human Services, Education, Transportation, Housing, and Urban Development Appropriations Act, 2021. No bill number. Submitted statement regarding nursing homes and COVID-19 to the Coronavirus Commission on Safety and Quality in Nursing Homes. No bill number. Discussed dual eligible and Medicaid. S 4318, American Workers, Families, and Employers Assistance Act (HEALS). S. 4320, Coronavirus Response Additional Supplemental Appropriations Act of 2020. No bill number. Discussed resources for Medicaid HCBS in COVID legislation. No bill number. Discussed Community Immunity During COVID-19 Act. No bill number. Discussed and provided technical assistance on draft nursing home and COVID-19 provisions/amendments. No bill number. Discussed first person account related to long-term care facilities and COVID-19. No bill number. Provided technical assistance on family caregiver tax credit. S. 1443, Credit for Caring Act. Discussed the bill and a possible COVID package. No bill number. Discussed family caregiving with RAISE Family Caregiving Advisory Council. No bill number. Discussed RAISE Family Caregiving Advisory Council report. No bill number. Discussed care transitions for Community Living staff. P.L. 116-136, CARES Act. H.R. 8114, Emergency Support for Nursing Homes and Elder Justice Reform Act of 2020. S. 4555/H.R. 8079, Elder Justice Reauthorization Act of 2020. No bill number. Nursing Home Transparency and Oversight Act. No bill number. Discussed nursing home point-of-care testing and nursing home and long-term care facility testing. No bill number. Discussed logistics for virtual aging conference. No bill number. Discussed nursing homes, COVID package, testing, health extenders, continuing resolution, home care providers, and long-term services and supports. No bill number. Discussed Fiscal 2021 Medicare home health payment proposed rule. H.R. 2073/S. 110, legislation to permanently extend the medical expense deduction at 7.5% of income. No bill number. Discussed health care affordability for Americans age 50-64. H.R. 7714, Legislation to amend IRS Code of 1986 to Reduce the Floor on Deductions for Medical Expense. H.R. 6201, Families First Coronavirus Response Act. H.R. 6074, Coronavirus Preparedness Response Supplemental Appropriations Act, 2020. S. 2543, Prescription Drug Pricing Reduction Act (Grassley-Wyden). H.R. 19/S. 3129, Lower Cost More Cures Act. H.R. 3, Elijah E. Cummings Lower Cost Drugs Now Act.

No bill number. Discussed Social Security and the 2020 Social Security Trustees Report. H.R. 7499, the Social Security COVID Correction and Equity Act. S. 2733/H.R. 4907, the TRUST Act. H.R. 6800, Health and Economic Recovery Omnibus Emergency Solutions Act; H.R. 6074, Preparedness and Response Supplemental; H.R. 6201, Families First Coronavirus Response Act; H.R. 748, Coronavirus Aid, Relief, and Economic Security (CARES) Act; H.R. 266, Paycheck Protection Program and Health Care Enhancement Act. Discussed stimulus payments. S. 4044, the Re-Open Enrollment of Servicemembers for Opt-in to Updated Retirement Choices for Enduring Security Act (RESOURCES Act). No bill number. Discussed problem of electronic delivery as default method for providing important retirement plan disclosures and notices. No bill number. Discussed private sector retirement reform issues, including establishment of a national automatic retirement system. No bill number. Discussed State facilitated retirement savings programs for private sector workers. No bill number. Discussed part-time worker, independent contractor, contingent worker, personal/individual and portable retirement plan issues. No bill number. Discussed multi-employer pension plan issues. No bill number. Discussed fiduciary responsibility issues. No bill number. Discussed student loans and retirement saving issues. No bill number. Discussed retirement plan data collection, retention, dissemination and cybersecurity issues. No bill number. Discussed small employer and pooled retirement plan issues. No bill number. Discussed small retirement account cash out issues. No bill number. Discussed Individual Retirement Account (IRA) issues. No bill number. Discussed Required Minimum Distribution (RMD) issues. No bill number. Discussed access to retirement savings for dependent care expenses. No bill number. Discussed savings for emergency expenses. No bill number. Discussed options to improve spend down retirement savings after retirement. No bill number. Discussed proposed Department of Labor rules on retirement plan disclosures and fiduciary responsibility. H.R. 397, Rehabilitation for Multi-employer Pensions Act. S. 1431, Retirement Security & Savings Act. S. 2254, Butch Lewis Act.

H.R. 1230/S. 485, Protecting Older Workers Against Discrimination Act.

No bill number. Discussed nursing home and assisted living data and reporting. H.R.6666 - COVID-19 Testing, Reaching, And Contacting Everyone (TRACE) Act. H.R. 6800, Health and Economic Recovery Omnibus Emergency Solutions Act (HEROES Act). No bill number. Participated in CMS HCBS and Nursing Home Diversification Strategies brainstorming session (CMS and ACL). H.R.7254. Infection Control Training and Support Act of 2020. No bill number. Discussed issue of nursing homes seizing residents economic impact payments. No bill number. Discussed issues related to State Veterans Homes and COVID-19. No bill number. Discussed nursing home and other long-term care facilities COVID-19 issues and AARP priorities. H.R. 6800, Health and Economic Recovery Omnibus Emergency Solutions Act. H.R. 6074, Preparedness and Response Supplemental. H.R. 6201, Families First Coronavirus Response Act. H.R. 748, Coronavirus Aid, Relief, and Economic Security (CARES) Act. H.R. 266, Paycheck Protection Program and Health Care Enhancement Act. No bill number. Discussed telehealth and waiver extensions granted for COVID-19. H.R.6698/S. 3644, Quality Care for Nursing Home Residents and Workers During COVID-19 Act of 2020. S. 3768/H.R. 6972, Nursing Home COVID-19 Protection and Prevention Act. No bill number. Discussed expansion of affordability and availability of communication services to address the COVID-19 crisis. S. 3544, Coronavirus Relief for Seniors and People with Disabilities Act of 2020. H.R. 6379, Take Responsibility for Workers and Families Act. S. 1443, H.R. 2730, Credit for Caring Act. No bill number. Discussed use of civil money penalties to purchase technology for virtual visitation. Submitted comments on the proposed rule regarding the Medicare Program; Prospective Payment System and Consolidated Billing for Skilled Nursing Facilities (SNFs); and Updates to the Value-Based Purchasing Program for FY2021. Discussed implementation of the Patient Driven Payment Model (PDPM). Written statement submitted for House hearing on Health Care Inequality: Confronting Racial and Ethnic Disparities in COVID-19 and the Health Care System, in addition to action needed to ensure health and safety in long-term care facilities, the collection and reporting of demographic data, and testing and contact tracing. Submitted written statement for House hearing on The Disproportionate Impact of COVID-19 on Communities of Color. No bill number. Sent letter discussing immunity related to COVID-19 for nursing homes, assisted living facilities, and other long-term care facilities. S. 3517/H.R. 6487, Advancing Connectivity during the Coronavirus to Ensure Support for Seniors Act (ACCESS Act). No bill number. Sent letter urging Congress and the Administration to stem the loss of life due to the coronavirus and improve conditions in long-term care facilities. Discussed funding and flexibilities for Older Americans Act programs including nutrition services. Discussed funding for The Emergency Food Program and Commodity Supplemental Food Program. S. 3544, Coronavirus Relief for Seniors and People with Disabilities Act. No bill number. Discussed Supplemental Nutrition Assistance Program (SNAP) flexibilities, increasing benefits, emergency allotments, suspending rule making, online grocery shopping and delivery for SNAP recipients, and restaurant meals program under SNAP S.3563, Food Assistance for Kids and Families During COVID-19 Act of 2020. No bill number. Discussed Coronavirus Food Assistance Program. H.R. 6510, SNAP Online Purchasing Flexibility Act of 2020. H.R. 6688, SNAP COVID-19 Anti-Hunger Restaurant Relief for You Act of 2020. S. 3736, Increasing Access to SNAP Delivery During COVID-19 Act of 2020. No bill number. Discussed the disproportionate impact of COVID-19 on communities of color. S. 2543, Prescription Drug Pricing Reduction Act (Grassley-Wyden). H.R. 3, Elijah E. Cummings Lower Cost Drugs Now Act.

No bill number. Participated in CMS HCBS and Nursing Home Diversification Strategies brainstorming session. H.R.7254. Infection Control Training and Support Act of 2020. No bill number. Discussed nursing homes seizing residents economic impact payments. No bill number. Discussed and provided technical assistance on draft legislation related to State Veterans Homes and COVID-19. No bill number. Discussed nursing home COVID-19 issues, AARP priorities, and COVID-19 nursing home briefing with House staff and provided contact information for possible witnesses. No bill number. Discussed AARP priorities to protect nursing home and other long-term care facilities in response to COVID-19. H.R. 6800, Health and Economic Recovery Omnibus Emergency Solutions Act H.R. 6074, Preparedness and Response Supplemental H.R. 6201, Families First Coronavirus Response Act H.R. 748, Coronavirus Aid, Relief, and Economic Security (CARES) Act H.R. 266, Paycheck Protection Program and Health Care Enhancement Act. No bill number. Discussed telehealth and waiver extensions granted for COVID-19. H.R.6698/S. 3644, Quality Care for Nursing Home Residents and Workers During COVID-19 Act of 2020. No bill number. Discussed long-term care facility issues and COVID-19. S. 3768/H.R. 6972, Nursing Home COVID-19 Protection and Prevention Act. No bill number. Discussed and shared letter to FCC urging them to take sustained action to expand the affordability and availability of communication services to address COVID-19. S. 3544, Coronavirus Relief for Seniors and People with Disabilities Act of 2020. H.R. 6379, Take Responsibility for Workers and Families Act. S. 1443, H.R. 2730, Discussed Credit for Caring Act. No bill number. Discussed use of civil money penalties to purchase technology for virtual visitation. No bill number. Submitted comments on the proposed rule regarding the Medicare Program; Prospective Payment System and Consolidated Billing for Skilled Nursing Facilities (SNFs); and Updates to the Value-Based Purchasing Program for FY2021. Discussed implementation of the Patient Driven Payment Model (PDPM). No bill number. Written statement submitted for House hearing on Health Care Inequality: Confronting Racial and Ethnic Disparities in COVID-19 and the Health Care System, in addition to action needed to ensure health and safety in long-term care facilities, the collection and reporting of demographic data, and testing and contact tracing. No bill number. Submitted written statement for House hearing on The Disproportionate Impact of COVID-19 on Communities of Color. No bill number. Sent letter to Senate Judiciary Committee and discussed opposition to immunity related to COVID-19 for nursing homes, assisted living facilities, and other long-term care facilities. S. 3517/H.R. 6487, Advancing Connectivity during the Coronavirus to Ensure Support for Seniors Act (ACCESS Act). H.R. 6666, the COVID-19 Testing, Reaching, And Contacting Everyone (TRACE) Act. H.R. 1425, the Patient Protection and Affordable Care Enhancement Act. H.R. 2073/S.110, Permanent extension of the 7.5% income threshold for the medical expense deduction. S. 3057, Modernization of the Older Americans Act Amendments S. 2543, Prescription Drug Pricing Reduction Act (Grassley-Wyden). H.R. 19/S. 3129, Lower Cost More Cures Act. H.R. 3, Elijah E. Cummings Lower Cost Drugs Now Act.

S. 3517/H.R. 6487, Advancing Connectivity during the Coronavirus to Ensure Support for Seniors Act (ACCESS Act). S. 1443, H.R. 2730 Credit for Caring Act. No bill number. Written statement submitted for House hearing on Health Care Inequality: Confronting Racial and Ethnic Disparities in COVID-19 and the Health Care System. No bill number. Submitted written statement for House hearing on The Disproportionate Impact of COVID-19 on Communities of Color. No bill number. Submitted comments on the proposed rule regarding the Medicare Program; Prospective Payment System and Consolidated Billing for Skilled Nursing Facilities (SNFs); and Updates to the Value-Based Purchasing Program for FY2021. Discussed implementation of the Patient Driven Payment Model (PDPM). No bill number. Participated in CMS HCBS and Nursing Home Diversification Strategies brainstorming session. H.R.7254. Infection Control Training and Support Act of 2020. No bill number. Discussed nursing homes seizing residents economic impact payments. No bill number. Discussed Medicare family caregiving pilot concept and hospice component in value-based insurance design demonstration. H.R.6698/S. 3644, Quality Care for Nursing Home Residents and Workers During COVID-19 Act of 2020. No bill number. Discussed nursing home data collection. S. 3768/H.R. 6972, Nursing Home COVID-19 Protection and Prevention Act. No bill number. Shared invitation for webinar on Medicaid managed LTSS and family caregivers paper. No bill number. Discussed use of civil money penalties to purchase technology for virtual visitation. S. 3544, Coronavirus Relief for Seniors and People with Disabilities Act of 2020. Discussed nursing home and other long-term care facility issues, including issues related to COVID-19. H.R. 6379, Take Responsibility for Workers and Families Act. No bill number, discussed Elder Justice Act Reauthorization and nursing home bill. H.R. 3, the Lower Drug Costs Now Act. S. 2543, the Prescription Drug Pricing Reduction Act. Discussed increasing the FMAP for Medicaid in COVID-19 legislation. H.R. 1425, the Patient Protection and Affordable Care Enhancement Act. H.R. 6800, Health and Economic Recovery Omnibus Emergency Solutions Act. H.R. 6074, Preparedness and Response Supplemental. H.R. 6201, Families First Coronavirus Response Act. H.R. 748, Coronavirus Aid, Relief, and Economic Security (CARES) Act. H.R. 266, Paycheck Protection Program and Health Care Enhancement Act.

H.R. 6074, Coronavirus Preparedness and Response Supplemental Appropriations Act. H.R. 6201, Families First Coronavirus Response Act; H.R. 748, Coronavirus Aid, Relief, and Economic Security (CARES) Act - Discussed Medicare enrollment national open enrollment period, medical expense deduction, cost-sharing protections for commercial/private health insurance holders, telehealth access, nursing homes, virtual visitation, home and community-based services, Older Americans Act programs, Medicare home health care, and family caregiving, no-cost COVID-19 testing, equitable relief payments, retirement savings tax relief, suspensions of foreclosures and evictions, expanded unemployment benefits, paid sick and family leave, affordable broadband, and government operations, among other issues. S. 3517, Discussed Advancing Connectivity during the Coronavirus to Ensure Support for Seniors Act (ACCESS Act). S. 753/H.R. 1682, Improving Access to Medicare Coverage Act. H.R. 6305, To assist older Americans and people with disabilities affected by COVID-19.; S. 3544, Coronavirus Relief for Seniors and People with Disabilities Act. H.R. 6379, Take Responsibility for Workers and Families Act. Discussed Medicaid HCBS grants and virtual visitation provisions. No bill number, discussed Nursing Home Modernization Reform Act of 2019. No bill number, discussed Elder Justice Act Reauthorization and nursing home bill. S. 2807, discussed Hospice Care Improvement Act of 2019. H.R. 1343, Protecting Married Seniors from Impoverishment Act. Discussed Medicaid home and community-based services and family financial impacts. No bill number. Discussed nursing homes, criminal background checks, inappropriate use of anti-psychotropic drugs, guardianship, and Elder Justice Act Reauthorization. H.R. 5821, Helping Our Senior Population in Comfort Environments (HOSPICE) Act. Discussed HOSPICE Act and live discharges of long-term terminally ill individuals from hospice. S. 3277; Discussed feedback on HCBS Infrastructure Improvement Act and the bill. No bill number. Discussed long-term services and supports financing legislation, Social Security, Administrations Medicaid guidance, and Ways and Means Caring for Aging Americans hearing statement from November 2019. No bill number. Discussed family caregiving supports, Medicare Advantage (MA) Value-Based Insurance Design (VBID) Demonstration, and the MA VBID hospice demonstration component. H.R. 5821, Helping Our Senior Population in Comfort Environments Act. No bill number. Discussed issues impacting dual-eligibles. S. 296/H.R.2150, Home Health Care Planning Improvement Act. No bill number. CMS nursing home Coronavirus guidance. No bill number. Discussed nursing home virtual visitation. S. 3548/H.R. 748, P.L. 116-136, CARES Act Lobbied regarding nursing homes, virtual visitation, home and community-based services, Older Americans Act programs, Medicare home health care, and family caregiving. S.1999 - Improving Low Income Access to Prescription Drugs Act. H.R. 3, the Lower Drug Costs Now Act. S. 2543, the Prescription Drug Pricing Reduction Act. No bill number - Discussed surprise medical billing. H.R. 5800 - Ban Surprise Billing Act. H.R. 5826 - Consumer Protections Against Surprise Medical Bills Act. No bill number - Discussed Alaska-specific nursing home legislation.

H.R. 6074, Coronavirus Preparedness and Response Supplemental Appropriations Act. H.R. 6201, Families First Coronavirus Response Act; H.R. 748, Coronavirus Aid, Relief, and Economic Security (CARES) Act - Discussed Medicare enrollment national open enrollment period, medical expense deduction, cost-sharing protections for commercial/private health insurance holders, telehealth access, nursing homes, virtual visitation, home and community-based services, Older Americans Act programs, Medicare home health care, and family caregiving, no-cost COVID-19 testing, equitable relief payments, retirement savings tax relief, suspensions of foreclosures and evictions, expanded unemployment benefits, paid sick and family leave, affordable broadband, and government operations, among other issues. S. 3517, Discussed Advancing Connectivity during the Coronavirus to Ensure Support for Seniors Act (ACCESS Act). S. 753/H.R. 1682, Improving Access to Medicare Coverage Act, discussed bill. S. 296/H.R.2150, Home Health Care Planning Improvement Act, discussed bill and Coronavirus legislation. Provided quote for House press release on bill being included in P.L. 116-136, CARES Act. No bill number. Sent letter to CMS regarding their March 13 nursing home Coronavirus guidance and followed up with agency staff to discuss. No bill number. Discussed nursing home virtual visitation. S. 3548/H.R. 748, P.L. 116-136, CARES Act Lobbied regarding nursing homes, virtual visitation, home and community-based services, Older Americans Act programs, Medicare home health care, and family caregiving. H.R. 6379, Take Responsibility for Workers and Families Act. Discussed virtual visitation provisions of bill. H.R. 6305, To assist older Americans and people with disabilities affected by COVID-19; S. 3544, Coronavirus Relief for Seniors and People with Disabilities Act; and H.R. 6379, Take Responsibility for Workers and Families Act. Discussed Medicaid HCBS grants and inclusion in Coronavirus legislation (no bill number). S. 1443, H.R. 2730 Credit for Caring Act. No bill number. Discussed upcoming tele-town hall on the Coronavirus and family caregiving (CDC and ACL) Discussed Coronavirus disease 2019 and appropriations supplemental and related issues. Discussed funding and flexibility for Older Americans Act programs including nutrition services Discussed funding for The Emergency Food Program and Commodity Supplemental Food Program Coronavirus Relief for Seniors and People with Disabilities Act (no bill number) - discussed funding for nursing home surveys; funding for Older Americans Act (OAA) programs; funding for the Commodity Supplemental Food Program (CSFP); Medicaid home and community-based services (HCBS) grants; and availability of medical assistance for Medicare cost-sharing Discussed Supplemental Nutrition Assistance Program (SNAP) flexibility, increasing benefits, suspending rule making, and online grocery shopping and delivery using SNAP benefits No bill number - Food Assistance for Kids and Families During COVID-19 Act of 2020 - discussed online grocery shopping and delivery using SNAP benefits. No bill number - Discussed IRS guidelines pertaining to Social Security beneficiaries having to file a tax return in order to receive their economic stimulus payments. H.R. 3, Elijah E. Cummings Lower Cost Drugs Now Act. S. 2543, the Prescription Drug Pricing Reduction Act.

H.R. 1230, the Protecting Older Workers Against Discrimination Act.

H.R. 6201, Families First Coronavirus Response Act; H.R. 748, Coronavirus Aid, Relief, and Economic Security (CARES) Act - Discussed Medicare enrollment national open enrollment period, medical expense deduction, cost-sharing protections for commercial/private health insurance holders, telehealth access, nursing homes, virtual visitation, home and community-based services, Older Americans Act programs, Medicare home health care, and family caregiving, no-cost COVID-19 testing, equitable relief payments, retirement savings tax relief, suspensions of foreclosures and evictions, expanded unemployment benefits, paid sick and family leave, affordable broadband, and government operations, among other issues. S. 151 - The Telephone Robocall Abuse Criminal Enforcement and Deterrence (TRACED) Act - Discussed bill

H.R. 6074, Coronavirus Preparedness and Response Supplemental Appropriations Act. H.R. 6201, Families First Coronavirus Response Act; H.R. 748, Coronavirus Aid, Relief, and Economic Security (CARES) Act - Discussed Medicare enrollment national open enrollment period, medical expense deduction, cost-sharing protections for commercial/private health insurance holders, telehealth access, nursing homes, virtual visitation, home and community-based services, Older Americans Act programs, Medicare home health care, and family caregiving, no-cost COVID-19 testing, and government operations, among other issues. S. 1443, H.R. 2730, Credit for Caring Act. H.R. 6201 the Families First Coronavirus Response Act H.R. 748 (CARES Act) H.R. 19/S. 3129, Lower Cost More Cures Act. H.R. 2073/S. 110, Permanent Extension of the Medical Expense Deduction. S. 2543 the Prescription Drug Pricing Reduction Act (Grassley-Wyden).

H.R. 6201, Families First Coronavirus Response Act; H.R. 748, Coronavirus Aid, Relief, and Economic Security (CARES) Act - Discussed Medicare enrollment national open enrollment period, medical expense deduction, cost-sharing protections for commercial/private health insurance holders, telehealth access, nursing homes, virtual visitation, home and community-based services, Older Americans Act programs, Medicare home health care, and family caregiving, no-cost COVID-19 testing, equitable relief payments, retirement savings tax relief, suspensions of foreclosures and evictions, expanded unemployment benefits, paid sick and family leave, affordable broadband, and government operations, among other issues. S. 2254/H.R. 397, the Rehabilitation for Multiemployer Pensions Act. H.R. 1230, the Protecting Older Workers Against Discrimination Act (POWADA). S. 3548/H.R. 748, the Coronavirus Aid, Relief, and Economic Security Act (CARES Act). No bill number - Discussed delivery of retirement plan disclosures and notices by electronic and paper delivery methods. No bill number - Discussed private sector retirement reform issues, including establishment of a national automatic retirement system. No bill number - Discussed State facilitated retirement savings programs for private sector workers. No bill number - Discussed part-time worker, independent contractor, contingent worker and personal/individual plan retirement issues. No bill number - Discussed multi-employer pension plan issues. No bill number - Discussed student loans and retirement saving issues. No bill number - Discussed retirement plan data collection, retention, dissemination and cybersecurity issues. No bill number - Discussed small employer and pooled retirement plan issues. No bill number - Discussed small retirement account cash out issues. No bill number - Discussed Individual Retirement Account (IRA) issues. No bill number - Discussed access to retirement savings for dependent care expenses. No bill number - Discussed savings for emergency expenses. No bill number - Discussed options to improve pension portability and spend down retirement savings after retirement. SECURE Act (the Setting Every Community Up for Retirement Act) - Discussed implementation and related consumer protection issues. No bill number -- Discussed comment letter submitted to the Social Security Administration on their proposed regulations pertaining to Continuing Disability Reviews for individuals receiving disability benefits H.R. 1185/S.463, the FAMILY Act and related proposals (no bill) - Discussed paid family leave proposals, especially as they pertain to the utilization of the Social Security System and/or payroll taxes H.R. 5380, the Senior Guardianship Social Security Protection Act - Discussed legislation to provide information sharing between state courts and the Social Security Administration regarding bad state guardianship actors and the Social Security Representative Payee system. No bill number - Discussed poverty line calculation and related inflation measures. No bill number - Discussed Social Security and related scams. H.R. 5446, Improving Social Securitys Service to Victims of Identity Theft Act. H.R. 6028, the Stable SSI Benefits and Housing Assistance Act - Discussed legislation to exempt local or state-mandated relocation assistance from the income and resources calculation used to determine eligibility for SSI benefits. No bill number - Discussed issues regarding SSA operations in the wake of COVID-19 and SSAs decision to temporarily close field offices for in-person visits. No bill number - Discussed the importance of Social Security benefits in older American spending and poverty reduction. S. 1431, Retirement Security & Savings Act.

S. 3158, Labor-HHS Appropriations bill for FY 2019 - Lobbied in support of increased funding for CMS' state survey and certification program and opposition to hostile policy riders regarding Patient Protection and Affordable Care Act, and various related medical care research and Older Americans Act programs. Discussed support for medical expense deduction tax treatment. Shared comment for the Broadband Connection for Rural Opportunities Program (B-CROP) legislation under the Agriculture Improvements Act of 2018. Discussed Medicare Advantage (MA) benchmark caps and the impact on certain states. Discussed Administration rules (Short-Term Limited Duration Plans and Association Health Plans) with House and Senate staff. These rules would impact the ACA by introducing insurance products to the individual and small group markets, respectively, that would undermine age rating, pre-existing condition, and essential health benefit protections. Notified the Hill of amicus filing.

Discussed support for the DOL Fiduciary rule and discussed SEC proposed best interest standard. Sent a letter to the SEC in support of a uniform standard that would apply to both broker-dealers and investment advisers when providing personalized investment advice to retail customers. Sent letter in response to and in support of the Consumer Financial Protection Bureaus (CFPB) Request for Information (RFIs) on its public database for Consumer Complaint Reporting. H.R. 6258/S. 3107, Financial Services & General Government Appropriations bill for FY 2018 - Lobbied in opposition to inclusion of hostile riders concerning SEC and DOL fiduciary duty rules with House and Senate Appropriations Committee staff. S. 223/H.R. 3758, Senior Safe Act - Discussed support for the bill. Discussed senior financial fraud (no bill).

Discussed the 2015 Title II Open Internet Order and the Congressional Review Act (CRA) resolution. Discussed Copper network infrastructure transition to fiber in the FL keys. Discussed Digital online Privacy issues. Participated in FCC Roundtable workshop on Critical Information Requirements during disasters.

Met with FCC Chairman Ajit Pays office and FCC Commissioner OReillys office in regards to Accelerating Wireline Broadband Deployment by Removing Barriers to Infrastructure Investment, WC Docket No. 17-84.

Lobbied on House/Senate Budget proposals to cut SNAP funding in FY 2016 or block grant funds to states. (no bill) Discussed Medicare, Medicaid, Older Americans Act and other items regarding FY 2016 federal budget proposals. (no bill) H.Con.Res.27, S.Con.Res.11, Budget Resolution, FY 2016 - Lobbied to protect funding levels for various programs serving seniors. H.R. 2029, Consolidated Appropriations Act of 2016, Lobbied to protect funding levels for various programs serving seniors, and in opposition of policy riders related to fiduciary rulemaking, wage and hour regulation and implementation of the Affordable Care Act and related healthcare programs. H.J.Res.75, Continuing Appropriations Act of 2016, and H.J.Res.78, Further Continuing Appropriations Act of 2016, Lobbied to protect funding levels for various programs serving seniors, and in opposition of policy riders related to fiduciary rulemaking, wage and hour regulation and implementation of the Affordable Care Act and related healthcare programs. H.R. 1314, Bipartisan Budget Agreement of 2015, Lobbied to protect funding levels for various programs serving seniors, including lobbying to urge Congress to reallocate OASDI funding to SSDI trust funds without imposing barriers to claims processing or reduction of benefits. H.R. 2577, S. 2129, Transportation, HUD and Related Agencies Appropriations, FY2016 - Lobbied to protect funding levels for various programs serving seniors. H.R. 2995, S. 1910, S. 2132, H.Con.Res.27, S.Con.Res.11, Financial Services, General Government Appropriations, FY 2016 - Lobbied to protect funding levels for various programs serving seniors and in support of consumer protection agencies. H.R. 2578, Commerce, Justice and Science Appropriations Committee, FY 2016 - Lobbied for funding for various programs and agencies serving seniors. H.R. 2822, S. 1645,Interior and Environment Appropriations, FY 2016 - Lobbied in opposition to inclusion of riders restricting equal access to justice and in support of weatherization programs. Agriculture, Rural Development and Related Agencies, Appropriations, FY 2016 - Lobbied to protect funding for nutrition and housing assistance programs for seniors. H.R. 3020, S. 1695, S.2132, Labor, HHS, Education and Related Agencies Appropriations, FY2016 - Lobbied to protect and enhance funding for various programs serving older and low-income Americans. Also lobbied to protect access to affordable health care and financial security, including support of DOL's conflict of interest rulemaking. H.R. 1314, Discussed Budget Act of 2015. Sent letter to White House for FY 2017 budget request. Sent letter to Congress requesting speedy resolution of debt ceiling. Sent letter to Congress regarding no 2016 COLA.

Lobbied on House/Senate Budget proposals to cut SNAP funding in FY 2016 or block grant funds to states. (no bill) Discussed Medicare, Medicaid, Older Americans Act and other items regarding FY 2016 federal budget proposals. (no bill) H.Con.Res.27, S.Con.Res.11, Budget Resolution, FY 2016 - Lobbied to protect funding levels for various programs serving seniors. Lobbied to urge Congress to reallocate OASDI funding to SSDI trust funds without imposing barriers to claims processing or reduction of benefits. (no bill) H.R. 2577, S. 2129, Transportation, HUD and Related Agencies Appropriations/FY2016 - Lobbied to protect funding levels for various programs serving seniors. H.R. 2995, S. 1910, S. 2132, H.Con.Res.27, S.Con.Res.11, Financial Services, General Government Appropriations, FY 2016 - Lobbied to protect funding levels for various programs serving seniors and in support of consumer protection agencies. H.R. 2578, Commerce, Justice and Science Appropriations Committee, FY 2016 - Lobbied for funding for various programs and agencies serving seniors. H.R. 2822, S. 1645,Interior and Environment Appropriations, FY 2016 - Lobbied in opposition to inclusion of riders restricting equal access to justice and in support of weatherization programs. Agriculture, Rural Development and Related Agencies, Appropriations, FY 2016 - Lobbied to protect funding for nutrition and housing assistance programs for seniors. H.R. 3020, S. 1695, S.2132, Labor, HHS, Education and Related Agencies Appropriations, FY2016 - Lobbied to protect and enhance funding for various programs serving older and low-income Americans. Also lobbied to protect access to affordable health care and financial security, including support of DOL's conflict of interest rulemaking.

H.R. 2995, S. 2910, S.2132, H.Con.Res.27, S.Con.Res.11, Financial Services, General Government Appropriations, FY2016 - Lobbied to protect funding for SEC, CFIC and CFPB consumer protection programs. Met with Senate staff on consumer protection issues, financial scams and fraud (no bill).

Filed comment letter on the Internet Protocol transition technology. (no bill) Met with FCC to highlight priorities in 2015 in the CGB's jurisdiction including 911/public safety and IP transition issues. (no bill) Discussed possible strategies to support Lifeline. (no bill) Attended FCC meeting on Wireless E911 Location Accuracy Requirements. PS Docket No.07-114 Attended FCC meeting on Protecting and Promoting the Open Internet. (no bill)

Filed comment letter on the Internet Protocol transition technology. (no bill) Met with FCC to highlight priorities in 2015 in the CGB's jurisdiction including 911/public safety and IP transition issues. (no bill) Discussed possible strategies to support Lifeline. (no bill) Attended FCC meeting on Wireless E911 Location Accuracy Requirements. PS Docket No.07-114 Attended FCC meeting on Protecting and Promoting the Open Internet. (no bill)

Lobbied on House/Senate Budget proposals to cut SNAP funding in FY 2016 or block grant funds to states. (no bill) Discussed Medicare, Medicaid, Older Americans Act and other items regarding FY 2016 federal budget proposals. (no bill) S.Con.Res.11, Budget Resolution, FY 2016 - Lobbied to protect funding levels for various programs serving seniors. Lobbied to urge Congress to reallocate OASDI funding to SSDI trust funds without imposing barriers to claims processing or reduction of benefits. (no bill) S. 1695, Labor, HHS, Education and related agencies, Appropriations Committee/FY 2016 - Lobbied to protect funding levels for various programs serving seniors. Also lobbied on the conflict of interest rule. H.R. 2577, Transportation, HUD and related agencies, Appropriations Committee/FY2016 - Lobbied to protect funding levels for various programs serving seniors. Financial Serives Committee, Appropriations Committee/FY 2016 - Lobbied to protect funding levels for various programs serving seniors and in support of consumer protection agencies. H.R. 2578, Commerce, Justice and Science Appropriations Committee/FY 2016 - Lobbied for funding for various programs and agencies serving seniors. H.R. 2822, Dep't of Interior and Environment Appropriations/FY 2016 - Lobbied in opposition to inclusion of riders restricting equal access to justice and in support of weatherization programs. Agriculture, Rural Development and related agencies, Appropriations Committee/FY 2016 - Lobbied to protect funding for nutrition and housing assistance programs for seniors.

H.R.38/S.448, Senior's Tax Simplification Act, to the existing description of H.R. 1058 in Tax Section - Submitted letter of support to Senate original co-sponsors in May.S. 3680, the 2013 Making Working Pay Credit Act - Discussed introduction of the legislation and review the bill (113th Congress). H.R. 38/S. 448, Seniors Tax Simplification Act - Discussed support of the bill and urged cosponsorship. Corresponded with members of Congress regarding priorities for health care and retirement in tax reform. Met with multiple Congressional staff regarding priorities for retirement in tax reform. (no bill) Discussed views on tax reform to hill staff. (no bill) H.R. 3894, Senior Citizens Tax Elimination Act - Worked to prepare AARP member communications on bill. H. R. 83, Consolidated and Further Continuing Appropriations, 2015 - Lobbied to enhance funding for taxpayer assistance programs. H.R. 38/S.448, Seniors Tax Simplication Act - Discussed legislation with staff. Discussed tax credit for family caregivers. (no bill) Attended panel discussion on tax legislation in 2014 & 2015 with House and Senate Committee staff. (no bill)

H.Con. Res. 25, Concurrent Resolution on the Budget, 2014 - Lobbied to prevent inclusion of Medicare, Medicaid and Social Security benefit cuts and to protect vital health, social services, housing and transportation programs from enhanced reductions from the prior year baseline, and to prevent repeal of certain financial and health care-related regulation.H.R. 83, Consolidated and Further Continuing Appropriation, 2015 - Lobbied to protect funding for consumer protection, Census programs, ACA implementation/subsidy, USDA nutrition, FDA drug processing, employment, health and human services, home energy assistance programs for seniors, disabled and low income Americans. Discussed the impact of Deficit reduction proposals and sequestration on Medicare, Medicaid, Social Security and on vital health, social, housing and transportation programs. (no bill) Discussed S. 1351, the INFORM Act. Sent letter to Congress to urge that the House and Senate take steps to avoid default on our national debt and avoid risking benefits for current Social Security and Medicare beneficiaries. (no bill) Sent letter to President Obama to urge that he take steps with Congress to avoid default on our national debt and avoid risking benefits for current Social Security and Medicare beneficiaries. (no bill) Sent letter to Budget Conference Committee chairs urging they reject harmful cuts to Social Security and Medicare benefits for the purpose of achieving deficit reduction or as a tradeoff for scheduled sequestration cuts or other government spending. (no bill) Lobbied to prevent the inclusion of Social Security, Medicare and Medicaid cuts for the purpose of achieving deficit reduction, a budget agreement, or as a tradeoff for scheduled sequestration cuts or other government spending. Met with Administration officials regarding Social Security and the FY 2015 and FY 2016 budget. H.J.Res. 124 - Lobbied to protect funding levels for various programs serving seniors from disproportionate reduction under continuing resolution. Discussed Medicare, Medicaid, Older Americans Act and other items regarding FY 2016 federal budget proposals.

Discussed increasing senior representation in CDC studies and supported public participation in samples.Lobbied against inclusion of Social Security, Medicare and Medicaid legislation affecting benefit levels or service delivery in any budget deal, and urged congress to not reduce spending levels below current services levels for various non-security discretionary programs, including Health Care (including Rx, medical research and premium support), Social Security (administrative expenses), Older Americans Act Supportive Service, Nutrition and Caregiver programs and, Low Income Home Energy Assistance. Discussed Social Security Administration's Representative Payee program's current and future challenges. (no bill) Discussed implementation of Windsor decision at the Social Security Administration with Congressional staff. H.R. 3695 - To provide a temporary extension of the Food, Conservation, and Energy Act of 2008 and amendments made by that Act, as previously extended and amended and with certain additional modifications and exceptions, to suspend permanent price support authorities, and for other purposes. H.R. 2642 - Oppose farm bill that authorizes only farm programs for five years and severs nutrition programs. S. 954, Agriculture Reform, Food, and Jobs Act of 2013 - Support Senate Authorization of Farm Bill despite concerns about SNAP cuts. H.R. 3102, Nutrition Reform and Work Opportunity Act of 2013 - Oppose House Nutrition only bill to reauthorize USDA nutrition programs for only three years with cuts and apart from the Farm Bill. Discussed events related to the government shut down.

H.R.38/S.448, Senior's Tax Simplification Act, to the existing description of H.R. 1058 in Tax Section - Submitted letter of support to Senate original co-sponsors in May.S. 3680, the 2013 Making Working Pay Credit Act - Discussed introduction of the legislation and review the bill (113th Congress). H.R. 38/S. 448, Seniors Tax Simplification Act - Discussed support of the bill and urged cosponsorship. Corresponded with members of Congress regarding priorities for health care and retirement in tax reform. Met with multiple Congressional staff regarding priorities for retirement in tax reform. (no bill) Discussed views on tax reform to hill staff. (no bill) H.R. 3894, Senior Citizens Tax Elimination Act - Worked to prepare AARP member communications on bill. H. R. 5016, Financial Services and general Government Appropriations bill, 2015 - Lobbied to enhance funding for taxpayer assistance programs. H.R. 38/S.448, Seniors Tax Simplication Act - Discussed legislation with staff.

Discussed demographics and priorities for AARP members and the 50+ population in general. (no bill) Discussed with lawmakers & the Administration to keep Social Security separate from all budget negotiations/deficit reduction measures and opposed proposals for a "Chained CPI"Discussed the Department of Labor's intent to propose new fiduciary duty regulation with Congressional staff. Discussed possible proposals to improve pension rights for participants and reform proposals to improve pension coverage and adequacy. ( no bill) Briefed Congress on AARP's "You've Earned A Say"- A national conversation on the future of Social Security and Medicare with AARP members and all Americans. Lobbied against cuts to Social Security benefits via the adoption of chained CPI to calculate annual cost of living adjustments for Social Security and Veterans benefits, among others. (no bill) S.500, the Keeping Our Social Security Promise Act - Discussed legislation to apply payroll taxes to employment and self-employment taxes to remuneration up to the contribution and benefit base and to remuneration in excess of $250,000. S. 308, the Protecting and Preserving Social Security Act - Discussed legislation to implement the CPI-E for annual Social Security COLA's and to eliminate the cap on maximum taxable wages under Social Security. S.567, the Strengthening Social Security Act - Discussed legislation to implement the CPI-E for annual Social Security COLA's and to eliminate the cap on maximum taxable wages under Social Security. Discussed current and future challenges of Social Security's Representative Payee program. (no bill) Discussed pending DOL regulations of summary documents for 401(k) fee disclosure. (no bill) ERISA fiduciary protections to safeguard the savings of worker investments in retirement accounts. H. R. 1601, the SSI Restoration Act - Signed on to Leadership Council of Aging Organization's (LCAO) endorsement letter on legislation to update aspects of the Supplemental Security Income Program. Lobbied to prevent the inclusion of Social Security, Medicare and Medicaid benefit cuts in any package pertaining to the continuing resolution or the debt ceiling. Discussed retirement bills in draft with multiple staffers. (no bill) Discussed legislation to improve SSA administrative services. (no bill) Discussed proposals to protect multi-employer pensions. (no bill) Letter to Congress and White House staff on the need to update definition of "fiduciary" under ERISA. (no bill) Discussed spousal pension protections. (no bill)H.R. 2229, the Safeguarding Social Security Numbers Act of 2013 - Discussed legislation with Hill staff to establish a universal standard for the truncation of Social Security Numbers to prevent identity theft and fraud. H.R. 2171/S. 1145, the Lifetime Income Disclosure Act - Support for bipartisan legislation to express on annual 401(k) benefit statements the approximate annuity value of the lump sum value of the account. Discussed potential AARP comments to the Department of Labor's Employee Benefits Security Administration's Announcement of Proposed Rulemaking on lifetime income illustrations given to participants in defined contribution pension plans, such as 401(k) and 403(b) plans. (no bill) Discussed with officials from DOL Employee Benefits Security Administration the planned re-proposal of regulations to update the definition of a fiduciary for ERISA covered pension plans. (no bill) H.R. 2374, the Retail Investor Protection Act - Expressed opposition to H.R. 2374 to delay the DOL's planned re-proposal of regulations to update the definition of a fiduciary for ERISA covered pension plans until 60 days after the potential release of similar regulations by the Securities and Exchange Commission. H.R. 2154, the CPI for Seniors Act of 2013 - Discussed legislation to implement a Consumer Price Index for Seniors for calculating annual Social Security cost of living adjustments. Lobbied to prevent inclusion of Medicare, Medicaid, and Social Security benefit cuts and protect vital health, social services, housing and transportation programs in any Deficit Reduction proposals and from enhanced redutions under sequestration. (no bill) H.R. 2374, Labor, HHS and Related Agencies Appropriations bill 2015 - Letter and lobbying in opposition to this bill that would delay or prevent a DOL proposed rulemaking on Fiduciary Duty. Conducted briefings in both House and Senate. Met with DOL officials to urge reissuance of a proposed rule to update fiduciary duty as it applies to ERISA. (no bill) Sent letter to Congress to urge the House and Senate to take steps to avoid default on our national debt and avoid risking benefits for current Social Security and Medicare beneficiaries. (no bill) Sent letter to White House to urging the President to take steps with Congress to avoid default on our national debt and avoid risking benefits for current Social Security and Medicare beneficiaries. (no bill) Lobbied to prevent the inclusion of Social Security, Medicare and Medicaid cuts for the purpose of achieving deficit reduction, a budget agreement, or as a tradeoff for scheduled sequestration cuts or other government spending. (no bill) Submitted testimony to Finance Committee for hearing on December 18th on Social Security. Discussed draft Social Security legislation with several Congressional staffers. (no bill) S. 1979, the USA Retirement Funds Act - Lobbied for additional protections to ensure older workers and retirees pension benefits are fully protected. S. 1970, the Retirement Security Act - Lobbied for additional protections for lower income and other workers to ensure that promised benefits are equitably provided. S. 2089, the SSI Restoration Act - AARP considered the need to update and index SSI benefits for inflation. S. 1270, Retirement Security Act - Sent letter of support. Met with Department of Treasury on pending retirement initiatives. Met with NEC staff on retirement issues. Met with DOL on retirement issues. Met with Administration staff to discuss issuance of proposed rules on Fiduciary duty. Multi-employer Pension Reform - Discussed concerns regarding reform proposals that cut retiree benefits; met with PBGC. (no bill) Letter to SEC demonstrating the harm from maintaining the suitability standard as opposed to imposing a fiduciary duty on broker/dealers to investors. (no bill) Discussed the need for fiduciary duty and user fees to fund the examination of registered investment advisors. (no bill) Letter to SEC in support of efforts to improve marketing and advertising of target date funds.Sent letter to the Chair and Ranking Member of the Senate Finance Committee in support of rebalancing funding to ensure timely payment of SSDI benefits. S. 2742, Social Security Access Act of 2014 - Sent a letter of support. H.R. 5260, Stop Disability Fraud Act of 2014 - Discussed SSDI legislation. Discussed women's pension protection. Discussed problems related to the "de-risking" of defined benefit pension plans. Submitted comments to the Department of Labor and related agencies on retirement topics including lifetime income and target date retirement funds.

Discussed increasing senior representation in CDC studies and supported public participation in samples.Lobbied against inclusion of Social Security, Medicare and Medicaid legislation affecting benefit levels or service delivery in any budget deal, and urged congress to not reduce spending levels below current services levels for various non-security discretionary programs, including Health Care (including Rx, medical research and premium support), Social Security (administrative expenses), Older Americans Act Supportive Service, Nutrition and Caregiver programs and, Low Income Home Energy Assistance. Discussed Social Security Administration's Representative Payee program's current and future challenges. (no bill) Discussed implementation of Windsor decision at the Social Security Administration with Congressional staff. H.R. 3695 - To provide a temporary extension of the Food, Conservation, and Energy Act of 2008 and amendments made by that Act, as previously extended and amended and with certain additional modifications and exceptions, to suspend permanent price support authorities, and for other purposes. H.R. 2642 - Oppose farm bill that authorizes only farm programs for five years and severs nutrition programs. S. 954, Agriculture Reform, Food, and Jobs Act of 2013 - Support Senate Authorization of Farm Bill despite concerns about SNAP cuts. H.R. 3102, Nutrition Reform and Work Opportunity Act of 2013 - Oppose House Nutrition only bill to reauthorize USDA nutrition programs for only three years with cuts and apart from the Farm Bill. Discussed events related to the government shut down.

H.R.38/S.448, Senior's Tax Simplification Act, to the existing description of H.R. 1058 in Tax Section - Submitted letter of support to Senate original co-sponsors in May.S. 3680, the 2013 Making Working Pay Credit Act - Discussed introduction of the legislation and review the bill (113th Congress). H.R. 38/S. 448, Seniors Tax Simplification Act - Discussed support of the bill and urged cosponsorship. Corresponded with members of Congress regarding priorities for health care and retirement in tax reform. Met with multiple Congressional staff regarding priorities for retirement in tax reform. (no bill) Discussed views on tax reform to hill staff. (no bill) H.R. 3894, Senior Citizens Tax Elimination Act - Worked to prepare AARP member communications on bill.

Discussed demographics and priorities for AARP members and the 50+ population in general. (no bill) Discussed with lawmakers & the Administration to keep Social Security separate from all budget negotiations/deficit reduction measures and opposed proposals for a "Chained CPI"Discussed the Department of Labor's proposed new fiduciary duty regulation with Congressional staff. Discussed possible proposals to improve pension rights for participants and reform proposals to improve pension coverage and adequacy. ( no bill) Briefed Congress on AARP's "You've Earned A Say"- A national conversation on the future of Social Security and Medicare with AARP members and all Americans. Lobbied against cuts to Social Security benefits via the adoption of chained CPI to calculate annual cost of living adjustments for Social Security and Veterans benefits, among others. (no bill) S.500, the Keeping Our Social Security Promise Act - Discussed legislation to apply payroll taxes to employment and self-employment taxes to remuneration up to the contribution and benefit base and to remuneration in excess of $250,000. S. 308, the Protecting and Preserving Social Security Act - Discussed legislation to implement the CPI-E for annual Social Security COLA's and to eliminate the cap on maximum taxable wages under Social Security. S.567, the Strengthening Social Security Act - Discussed legislation to implement the CPI-E for annual Social Security COLA's and to eliminate the cap on maximum taxable wages under Social Security. Discussed current and future challenges of Social Security's Representative Payee program. (no bill) Discussed pending DOL regulations of summary documents for 401(k) fee disclosure. (no bill) Discussed with Congress and the Department of Treasury's Financial Management Service their efforts regarding the March 2013 move away from paper checks to electronic benefit payments for all Social Security beneficiaries. (no bill) S. Con. Res.8, Sanders Amendment to Senate Budget Resolution - to prevent cuts to Social Security via the adoption of chained CPI to calculate annual cost of living adjustments for Social Security and Veterans benefts, among others. S. Con.Res.8, AARP expressed opposition to the Ayotte amendment (#165) to prohibit the Department of Labor from implementing a proposal to expand the definition of "fiduciary" under the Employee Retirement Income Security Act (ERISA) to include appraisals of employee stock ownership plans. S. Con.Res. 8, AARP expressed opposition to the Isakson amendment (#571) to prohibit the Department of Labor from updating ERISA fiduciary protections to safeguard the savings of worker investments in retirement accounts. Conducted staff briefings on the importance of DOL and SEC efforts to update the definition of a fiduciary to better protect American investors and H.R. 2374. Letters sent to Hill on the importance of tax incentives for retirement and health plans. (no bill) Letter sent to the President to prioritize the nomination of a new commissioner for the Social Security Administration. (no bill) Submitted comments to the DOL in response to their Advanced Notice of Proposed Rulemaking (ANPRM) on the issue of lifetime income illustrations in periodic pension benefit statements of defined contributions pension plans such as 401(k) and 403(b) plans. (no bill) Submitted comments to the Ways and Means Committee in response to their request for comments from the public on chained CPI and other benefit reductions to Social Security. Further delivered 2.4 million petitions in response to these requests. (no bill) Discussed S. 1270, the SAFE Retirement Act. Discussed S. 1351, the INFORM Act. H. R. 1601, the SSI Restoration Act - Signed on to Leadership Council of Aging Organization's (LCAO) endorsement letter on legislation to update aspects of the Supplemental Security Income Program. Lobbied to prevent the inclusion of Social Security, Medicare and Medicaid benefit cuts in any package pertaining to the continuing resolution or the debt ceiling. Discussed retirement bills in draft with multiple staffers. (no bill) Sent letter opposing Thune amendment to the Highway bill which would cut benefits under SSDI and UI. (no bill) Discussed legislation to improve SSA administrative services. (no bill) Discussed proposals to protect multi-employer pensions. (no bill)H.R. 2229, the Safeguarding Social Security Numbers Act of 2013 - Discussed legislation with Hill staff to establish a universal standard for the truncation of Social Security Numbers to prevent identity theft and fraud. H.R. 2171/S. 1145, the Lifetime Income Disclosure Act - Support for bipartisan legislation to express on annual 401(k) benefit statements the approximate annuity value of the lump sum value of the account. Discussed potential AARP comments to the Department of Labor's Employee Benefits Security Administration's Announcement of Proposed Rulemaking on lifetime income illustrations given to participants in defined contribution pension plans, such as 401(k) and 403(b) plans. (no bill) Discussed with officials from DOL Employee Benefits Security Administration the planned re-proposal of regulations to update the definition of a fiduciary for ERISA covered pension plans. (no bill) H.R. 2374, the Retail Investor Protection Act - Expressed opposition to H.R. 2374 to delay the DOL's planned re-proposal of regulations to update the definition of a fiduciary for ERISA covered pension plans until 60 days after the potential release of similar regulations by the Securities and Exchange Commission. H.R. 2154, the CPI for Seniors Act of 2013 - Discussed legislation to implement a Consumer Price Index for Seniors for calculating annual Social Security cost of living adjustments. Lobbied to prevent inclusion of Medicare, Medicaid, and Social Security benefit cuts and protect vital health, social services, housing and transportation programs in any Deficit Reduction proposals and from enhanced redutions under sequestration. (no bill) H.R. 2374, Labor, HHS and Related Agencies Appropriations bill 2015 - Letter and lobbying in opposition to this bill that would delay or prevent a DOL proposed rulemaking on Fiduciary Duty. Conducted briefings in both House and Senate. Met with DOL officials to urge reissuance of a proposed rule to update fiduciary duty as it applies to ERISA. (no bill) Letter to Senate urging members not to sign a letter to OMB that would delay or prevent a DOL rulemaking on fiduciary duty. (no bill) Sent letter to Congress to urge the House and Senate to take steps to avoid default on our national debt and avoid risking benefits for current Social Security and Medicare beneficiaries. (no bill) Sent letter to White House to urging the President to take steps with Congress to avoid default on our national debt and avoid risking benefits for current Social Security and Medicare beneficiaries. (no bill) Lobbied opposition to H.R. 2374, the Retail Investor Protection Act, voted on by the House in October 2013. Lobbied to prevent the inclusion of Social Security, Medicare and Medicaid cuts for the purpose of achieving deficit reduction, a budget agreement, or as a tradeoff for scheduled sequestration cuts or other government spending. (no bill) Letter to OMB in opposition to a letter sent to the Agency by ten Senators urging that any DOL fiduciary duty rule be delayed until 60 days after completion of a related SEC proposal. Submitted testimony to Finance Committee for hearing on December 18th on Social Security. Discussed draft Social Security legislation with several Congressional staffers. (no bill) S. 1979, the USA Retirement Funds Act - Lobbied for additional protections to ensure older workers and retirees pension benefits are fully protected. S. 1970, the Retirement Security Act - Lobbied for additional protections for lower income and other workers to ensure that promised benefits are equitably provided. S. 2089, the SSI Restoration Act - AARP considered the need to update and index SSI benefits for inflation. S. 1270, Retirement Security Act - Sent letter of support. Met with Department of Treasury on pending retirement initiatives. Met with NEC staff on retirement issues. Met with DOL on retirement issues. Met with Administration staff to discuss issuance of proposed rules on Fiduciary duty. Multi-employer Pension Reform - Discussed concerns regarding reform proposals that cut retiree benefits; met with PBGC. (no bill) Letter to SEC demonstrating the harm from maintaining the suitability standard as opposed to imposing a fiduciary duty on broker/dealers to investors. (no bill) Discussed the need for fiduciary duty and user fees to fund the examination of registered investment advisors. (no bill) Letter to SEC in support of efforts to improve marketing and advertising of target date funds.

Discussed increasing senior representation in CDC studies and supported public participation in samples.Lobbied against inclusion of Social Security, Medicare and Medicaid legislation affecting benefit levels or service delivery in any budget deal, and urged congress to not reduce spending levels below current services levels for various non-security discretionary programs, including Health Care (including Rx, medical research and premium support), Social Security (administrative expenses), Older Americans Act Supportive Service, Nutrition and Caregiver programs and, Low Income Home Energy Assistance. Discussed Social Security Administration's Representative Payee program's current and future challenges. (no bill) Discussed implementation of Windsor decision at the Social Security Administration with Congressional staff. H.R. 3695 - To provide a temporary extension of the Food, Conservation, and Energy Act of 2008 and amendments made by that Act, as previously extended and amended and with certain additional modifications and exceptions, to suspend permanent price support authorities, and for other purposes. H.R. 2642 - Oppose farm bill that authorizes only farm programs for five years and severs nutrition programs. S. 954, Agriculture Reform, Food, and Jobs Act of 2013 - Support Senate Authorization of Farm Bill despite concerns about SNAP cuts. H.R. 3102, Nutrition Reform and Work Opportunity Act of 2013 - Oppose House Nutrition only bill to reauthorize USDA nutrition programs for only three years with cuts and apart from the Farm Bill. Discussed events related to the government shut down.

H.R.38/S.448, Senior's Tax Simplification Act, to the existing description of H.R. 1058 in Tax Section - Submitted letter of support to Senate original co-sponsors in May.S. 3680, the 2013 Making Working Pay Credit Act - Discussed introduction of the legislation and review the bill (113th Congress). H.R. 38/S. 448, Seniors Tax Simplification Act - Discussed support of the bill and urged cosponsorship. Corresponded with members of Congress regarding priorities for health care and retirement in tax reform. Met with multiple Congressional staff regarding priorities for retirement in tax reform. (no bill) Discussed views on tax reform to hill staff. (no bill) H.R. 3894, Senior Citizens Tax Elimination Act - Worked to prepare AARP member communications on bill.

H. R. 933, Consolidated and Further Continuing Appropriations Act, 2013 - Lobbied to protect vital health and social services programs from enhanced reductions from the prior year baseline, and to prevent repeal of certain financial, employment and health care-related regulation.H.Con. Res. 25, Concurrent Resolution on the Budget, 2014 - Lobbied to prevent inclusion of Medicare, Medicaid and Social Security benefit cuts and to protect vital health, social services, housing and transportation programs from enhanced reductions from the prior year baseline, and to prevent repeal of certain financial and health care-related regulation. H.R. 2787/S. 1329, The Commerce, Justice and Science Appropriations Act, 2014 - Lobbied to protect consumer protection programs within jurisdiction of subcommittee. H.R. 2786/S.1371, The Financial Services and General Government Act, 2014 - Lobbied to protect consumer protection programs and implementation of ACA health insurance exchanges. H.R. 2410/S. 1244 - Agriculture, Rural Development, FDA Appropriations Act, 2014 - Lobbied to protect funding for nutrition and FDA drug processing. S. 1284, The Labor, Health and Human Services Appropriations Act, 2014 - Lobbied to protect employment, health and human services and energy assistance programs for seniors, disabled and low income assistance. H.R. 2610/S. 1243, Transportation, Housing and Urban Development Appropriations bill, 2014 - Lobbied to protect funding levels for senior housing and transportation programs, and related community development aid. Discussed the impact of Deficit reduction proposals and sequestration on Medicare, Medicaid, Social Security and on vital health, social, housing and transportation programs. (no bill) Discussed S. 1351, the INFORM Act. Discussed H.J.Res. 59/H.R. 2775, Continuing Appropriations Resolutions, 2014. Sent letter to Congress to urge that the House and Senate take steps to avoid default on our national debt and avoid risking benefits for current Social Security and Medicare beneficiaries. (no bill) Sent letter to President Obama to urge that he take steps with Congress to avoid default on our national debt and avoid risking benefits for current Social Security and Medicare beneficiaries. (no bill) Sent letter to Budget Conference Committee chairs urging they reject harmful cuts to Social Security and Medicare benefits for the purpose of achieving deficit reduction or as a tradeoff for scheduled sequestration cuts or other government spending. (no bill) Lobbied to prevent the inclusion of Social Security, Medicare and Medicaid cuts for the purpose of achieving deficit reduction, a budget agreement, or as a tradeoff for scheduled sequestration cuts or other government spending. Met with Administration officials regarding Social Security and the FY 2015 budget. H.R. 3547/H.J.R. 59/H.R. 2775/H.J.R. 106, Consolidated Appropriations Act, 2014 - Lobbied to prevent inclusion of Medicare, Medicaid and Social Security benefit cuts and to protect vital health, social services, housing and transportation programs from enhanced reductions from the prior year baseline, and to prevent repeal of certain financial and healthcare-related regulation. Discussed Presidents Budget. Discussed ACL FY 2015 budget.

H.J. Resolution 59/H.R. 2775/S. 1284 - Discussed poverty and hunger issues.Discussed increasing senior representation in CDC studies and supported public participation in samples. Lobbied against inclusion of Social Security, Medicare and Medicaid legislation affecting benefit levels or service delivery in any budget deal, and urged congress to not reduce spending levels below current services levels for various non-security discretionary programs, including Health Care (including Rx, medical research and premium support), Social Security (administrative expenses), Older Americans Act Supportive Service, Nutrition and Caregiver programs, Low Income Home Energy Assistance, Weatherization, Elderly Housing and Transit/Transportation, Legal and Taxpayer Assistance, Consumer and Worker Protections and Postal Services. Discussed Social Security Administration's Representative Payee program's current and future challenges. (no bill) H.R. 3547/H.J.R.59/H.R. 2775/H.J.R. 106, Consolidated Appropriations Act, 2014 - Lobbied to prevent inclusion of Medicare, Medicaid and Social Security benefit cuts and to protect vital health, social services, housing and transportation programs from enhanced reductions from the prior year baseline, and to prevent repeal of certain financial and health care-related regulation. Discussed implementation of Windsor decision at the Social Security Administration with Congressional staff. H.R. 3695 - To provide a temporary extension of the Food, Conservation, and Energy Act of 2008 and amendments made by that Act, as previously extended and amended and with certain additional modifications and exceptions, to suspend permanent price support authorities, and for other purposes. H.R. 2642 - Oppose farm bill that authorizes only farm programs for five years and severs nutrition programs. S. 954, Agriculture Reform, Food, and Jobs Act of 2013 - Support Senate Authorization of Farm Bill despite concerns about SNAP cuts. H.R. 3102, Nutrition Reform and Work Opportunity Act of 2013 - Oppose House Nutrition only bill to reauthorize USDA nutrition programs for only three years with cuts and apart from the Farm Bill. Discussed events related to the government shut down.

Discussed demographics and priorities for AARP members and the 50+ population in general. (no bill) Discussed with lawmakers & the Administration to keep Social Security separate from all budget negotiations/deficit reduction measures and opposed proposals for a "Chained CPI"Discussed the Department of Labor's proposed new fiduciary duty regulation with Congressional staff. Discussed possible proposals to improve pension rights for participants and reform proposals to improve pension coverage and adequacy. ( no bill) Briefed Congress on AARP's "You've Earned A Say"- A national conversation on the future of Social Security and Medicare with AARP members and all Americans. Lobbied against cuts to Social Security benefits via the adoption of chained CPI to calculate annual cost of living adjustments for Social Security and Veterans benefits, among others. (no bill) S.500, the Keeping Our Social Security Promise Act - Discussed legislation to apply payroll taxes to employment and self-employment taxes to remuneration up to the contribution and benefit base and to remuneration in excess of $250,000. S. 308, the Protecting and Preserving Social Security Act - Discussed legislation to implement the CPI-E for annual Social Security COLA's and to eliminate the cap on maximum taxable wages under Social Security. S.567, the Strengthening Social Security Act - Discussed legislation to implement the CPI-E for annual Social Security COLA's and to eliminate the cap on maximum taxable wages under Social Security. Discussed current and future challenges of Social Security's Representative Payee program. (no bill) Discussed pending DOL regulations of summary documents for 401(k) fee disclosure. (no bill) Discussed with Congress and the Department of Treasury's Financial Management Service their efforts regarding the March 2013 move away from paper checks to electronic benefit payments for all Social Security beneficiaries. (no bill) S. Con. Res.8, Sanders Amendment to Senate Budget Resolution - to prevent cuts to Social Security via the adoption of chained CPI to calculate annual cost of living adjustments for Social Security and Veterans benefts, among others. S. Con.Res.8, AARP expressed opposition to the Ayotte amendment (#165) to prohibit the Department of Labor from implementing a proposal to expand the definition of "fiduciary" under the Employee Retirement Income Security Act (ERISA) to include appraisals of employee stock ownership plans. S. Con.Res. 8, AARP expressed opposition to the Isakson amendment (#571) to prohibit the Department of Labor from updating ERISA fiduciary protections to safeguard the savings of worker investments in retirement accounts. Testified on participants' rights concerns on Pension Plan "Derisking" to DOL's with ERISA Advisory Council. (no bill) Testified in Congress on concerns with reform proposals regarding multiemployer pension plans; discussed concerns with PBGC and Congressional staff. Conducted staff briefings on the importance of DOL and SEC efforts to update the definition of a fiduciary to better protect American investors and H.R. 2374. Letters sent to Hill on the importance of tax incentives for retirement and health plans. (no bill) Letter sent to the President to prioritize the nomination of a new commissioner for the Social Security Administration. (no bill) Submitted comments to the DOL in response to their Advanced Notice of Proposed Rulemaking (ANPRM) on the issue of lifetime income illustrations in periodic pension benefit statements of defined contributions pension plans such as 401(k) and 403(b) plans. (no bill) Submitted comments to the Ways and Means Committee in response to their request for comments from the public on chained CPI and other benefit reductions to Social Security. Further delivered 2.4 million petitions in response to these requests. (no bill) Discussed S. 1270, the SAFE Retirement Act. Discussed S. 1351, the INFORM Act. H. R. 1601, the SSI Restoration Act - Signed on to Leadership Council of Aging Organization's (LCAO) endorsement letter on legislation to update aspects of the Supplemental Security Income Program. Lobbied to prevent the inclusion of Social Security, Medicare and Medicaid benefit cuts in any package pertaining to the continuing resolution or the debt ceiling. Discussed retirement bills in draft with multiple staffers. (no bill)Submitted written statement to the House Ways & Means Social Security Subcommittee for the record of their April 18, 2013, hearing to examine proposals by the President and bipartisan groups to more accurately measure inflation. (no bill) Submitted letter to the the House Ways & Means Social Security Subcommittee for the record of their May 23, 2013, hearing to examine bipartisan proposals to adjust Social Security benefits and their impacts on the program's finances, beneficiaries, workers, and the economy. (no bill) H.R. 2229, the Safeguarding Social Security Numbers Act of 2013 - Discussed legislation with Hill staff to establish a universal standard for the truncation of Social Security Numbers to prevent identity theft and fraud. H.R. 2171/S. 1145, the Lifetime Income Disclosure Act - Support for bipartisan legislation to express on annual 401(k) benefit statements the approximate annuity value of the lump sum value of the account. Discussed potential AARP comments to the Department of Labor's Employee Benefits Security Administration's Announcement of Proposed Rulemaking on lifetime income illustrations given to participants in defined contribution pension plans, such as 401(k) and 403(b) plans. (no bill) Discussed with officials from DOL Employee Benefits Security Administration the planned re-proposal of regulations to update the definition of a fiduciary for ERISA covered pension plans. (no bill) H.R. 2374, the Retail Investor Protection Act - Expressed opposition to H.R. 2374 to delay the DOL's planned re-proposal of regulations to update the definition of a fiduciary for ERISA covered pension plans until 60 days after the potential release of similar regulations by the Securities and Exchange Commission. H.R. 2154, the CPI for Seniors Act of 2013 - Discussed legislation to implement a Consumer Price Index for Seniors for calculating annual Social Security cost of living adjustments. Lobbied to prevent inclusion of Medicare, Medicaid, and Social Security benefit cuts and protect vital health, social services, housing and transportation programs in any Deficit Reduction proposals and from enhanced redutions under sequestration. (no bill) H.R. 2374, Letter and lobbying in opposition to this bill that would delay or prevent a DOL proposed rulemaking on Fiduciary Duty. Conducted briefings in both House and Senate. Met with DOL officials to urge reissuance of a proposed rul to update fiduciary duty as it applies to ERISA. (no bill) Letter to Senate urging members not to sign a letter to OMB that would delay or prevent a DOL rulemaking on fiduciary duty. (no bill) H.J.R. 59/H.R. 2775, Continuing Appropriations Resolution, 2014 - Lobbied to prevent inclusion of Medicare, Medicaid and Social Security benefit cuts and to protect vital health, social services, housing and transportation programs from enhanced reductions from the prior year baseline, and to prevent repeal of certain financial and health care-related regulation. Discussed and invited Members of Congress to speak at event on women's financial security. Sent letter to Congress to urge the House and Senate to take steps to avoid default on our national debt and avoid risking benefits for current Social Security and Medicare beneficiaries. (no bill) Sent letter to White House to urging the President to take steps with Congress to avoid default on our national debt and avoid risking benefits for current Social Security and Medicare beneficiaries. (no bill) Lobbied opposition to H.R. 2374, the Retail Investor Protection Act, voted on by the House in October 2013. Lobbied to prevent the inclusion of Social Security, Medicare and Medicaid cuts for the purpose of achieving deficit reduction, a budget agreement, or as a tradeoff for scheduled sequestration cuts or other government spending. (no bill) Letter to OMB in opposition to a letter sent to the Agency by ten Senators urging that any DOL fiduciary duty rule be delayed until 60 days after completion of a related SEC proposal. Submitted testimony to Finance Committee for hearing on December 18th on Social Security. Discussed draft Social Security legislation with several Congressional staffers. (no bill)

Discussed poverty and hunger issues. (no bill) Discussed SNAP. (no bill)Discussed increasing senior representation in CDC studies and supported public participation in samples. Lobbied against inclusion of Social Security, Medicare and Medicaid legislation affecting benefit levels or service delivery in any budget deal, and urged congress to not reduce spending levels below current services levels for various non-security discretionary programs, including Health Care (including Rx, medical research and premium support), Social Security (administrative expenses), Older Americans Act Supportive Service, Nutrition and Caregiver programs, Low Income Home Energy Assistance, Weatherization, Elderly Housing and Transit/Transportation, Legal and Taxpayer Assistance, Consumer and Worker Protections and Postal Services. Discussed Social Security Administration's Representative Payee program's current and future challenges. (no bill) H.J.R.59/H.R. 2775, Continuing Appropriations Resolution, 2014 - Lobbied to prevent inclusion of Medicare, Medicaid and Social Security benefit cuts and to protect vital health, social services, housing and transportation programs from enhanced reductions from the prior year baseline, and to prevent repeal of certain financial and health care-related regulation. Discussed implementation of Windsor decision at the Social Security Administration with Congressional staff. H.R. 3695 - To provide a temporary extension of the Food, Conservation, and Energy Act of 2008 and amendments made by that Act, as previously extended and amended and with certain additional modifications and exceptions, to suspend permanent price support authorities, and for other purposes. H.R. 2642 - Oppose farm bill that authorizes only farm programs for five years and severs nutrition programs. S. 954, Agriculture Reform, Food, and Jobs Act of 2013 - Support Senate Authorization of Farm Bill despite concerns about SNAP cuts. H.R. 3102, Nutrition Reform and Work Opportunity Act of 2013 - Oppose House Nutrition only bill to reauthorize USDA nutrition programs for only three years with cuts and apart from the Farm Bill. Discussed events related to the government shut down.

H.R.38/S.448, Senior's Tax Simplification Act, to the existing description of H.R. 1058 in Tax Section - Submitted letter of support to Senate original co-sponsors in May.S. 3680, the 2013 Making Working Pay Credit Act - Discussed introduction of the legislation and review the bill (113th Congress). H.R. 38/S. 448, Seniors Tax Simplification Act - Discussed support of the bill and urged cosponsorship. Letter sent to Hill on the importance of tax incentives for retirement and health plans. (no bill) S. 1485 - Discussed Americans Giving Care to Elders Act. Corresponded with members of Congress regarding priorities for health care and retirement in tax reform. Met with multiple Congressional staff regarding priorities for retirement in tax reform. (no bill) S. 1224/H.R. 2509, Civil Justice Tax Fairness Act - AARP went on record in support of bills.

H.R.38/S.448, Senior's Tax Simplification Act, to the existing description of H.R. 1058 in Tax Section - Submitted letter of support to Senate original co-sponsors in May.S. 3680, the 2013 Making Working Pay Credit Act - Discussed introduction of the legislation and review the bill (112th Congress). H.R. 38/S. 448, Seniors Tax Simplification Act - Discussed support of the bill and urged cosponsorship. Letter sent to Hill on the importance of tax incentives for retirment and health plans. (no bill) S. 1485 - Discussed Americans Giving Care to Elders Act.

Discussed poverty and hunger issues. (no bill) Discussed SNAP. (no bill)Discussed increasing senior representation in CDC studies and supported public participation in samples. Lobbied against inclusion of Social Security, Medicare and Medicaid legislation affecting benefit levels or service delivery in any budget deal, and urged congress to not reduce spending levels below current services levels for various non-security discretionary programs, including Health Care (including Rx, medical research and premium support), Social Security (administrative expenses), Older Americans Act Supportive Service, Nutrition and Caregiver programs, Low Income Home Energy Assistance, Weatherization, Elderly Housing and Transit/Transportation, Legal and Taxpayer Assistance, Consumer and Worker Protections and Postal Services. Discussed Social Security Administration's Representative Payee program's current and future challenges. (no bill) H.J.R.59, Continuing Appropriations Resolution, 2014 - Lobbied to prevent inclusion of Medicare, Medicaid and Social Security benefit cuts and to protect vital health, social services, housing and transportation programs from enhanced reductions from the prior year baseline, and to prevent repeal of certain financial and health care-related regulation.

Discussed demographics and priorities for AARP members and the 50+ population in general. (no bill) Discussed with lawmakers & the Administration to keep Social Security separate from all budget negotiations/deficit reduction measures and opposed proposals for a "Chained CPI"Discussed the Department of Labor's proposed new fiduciary duty regulation with Congressional staff. Discussed possible proposals to improve pension rights for participants and reform proposals to improve pension coverage and adequacy. ( no bill) Briefed Congress on AARP's "You've Earned A Say"- A national conversation on the future of Social Security and Medicare with AARP members and all Americans. Lobbied against cuts to Social Security benefits via the adoption of chained CPI to calculate annual cost of living adjustments for Social Security and Veterans benefits, among others. (no bill) S.500, the Keeping Our Social Security Promise Act - Discussed legislation to apply payroll taxes to employment and self-employment taxes to remuneration up to the contribution and benefit base and to remuneration in excess of $250,000. S. 308, the Protecting and Preserving Social Security Act - Discussed legislation to implement the CPI-E for annual Social Security COLA's and to eliminate the cap on maximum taxable wages under Social Security. S.567, the Strengthening Social Security Act - Discussed legislation to implement the CPI-E for annual Social Security COLA's and to eliminate the cap on maximum taxable wages under Social Security. Discussed current and future challenges of Social Security's Representative Payee program. (no bill) Discussed pending DOL regulations of summary documents for 401(k) fee disclosure. (no bill) Discussed with Congress and the Department of Treasury's Financial Management Service their efforts regarding the March 2013 move away from paper checks to electronic benefit payments for all Social Security beneficiaries. (no bill) S. Con. Res.8, Sanders Amendment to Senate Budget Resolution - to prevent cuts to Social Security via the adoption of chained CPI to calculate annual cost of living adjustments for Social Security and Veterans benefts, among others. S. Con.Res.8, AARP expressed opposition to the Ayotte amendment (#165) to prohibit the Department of Labor from implementing a proposal to expand the definition of "fiduciary" under the Employee Retirement Income Security Act (ERISA) to include appraisals of employee stock ownership plans. S. Con.Res. 8, AARP expressed opposition to the Isakson amendment (#571) to prohibit the Department of Labor from updating ERISA fiduciary protections to safeguard the savings of worker investments in retirement accounts. Discussed participants rights concerns on Pension Plan "Derisking" with Congressional staff and ERISA Advisory Council. (no bill) Discussed multi employer pension plan reform proposals with Congressional staff and PBGC staff. H.R. 2374, the Retail Investor Protection Act - Letters sent to Hill in opposition of bill. Conducted staff briefings on the importance of DOL and SEC efforts to update the definition of a fiduciary to better protect American investors and H.R. 2374. Discussed with Secretary of Labor and other key staff of EBSA on DOL efforts to update the definition of a fiduciary. Letters sent to Hill on the importance of tax incentives for retirement and health plans. (no bill) Letter sent to the President to prioritize the nomination of a new commissioner for the Social Security Administration. (no bill) Submitted comments to the DOL in response to their Advanced Notice of Proposed Rulemaking (ANPRM) on the issue of lifetime income illustrations in periodic pension benefit statements of defined contributions pension plans such as 401(k) and 403(b) plans. (no bill) Submitted comments to the Ways and Means Committee in response to their request for comments from the public on chained CPI and other benefit reductions to Social Security. Further delivered 2.4 million petitions in response to these requests. (no bill) Discussed S. 1270, the SAFE Retirement Act. Discussed S. 1351, the INFORM Act. H. R. 1601, the SSI Restoration Act - Signed on to Leadership Council of Aging Organization's (LCAO) endorsement letter on legislation to update aspects of the Supplemental Security Income Program. Lobbied to prevent the inclusion of Social Security, Medicare and Medicaid benefit cuts in any package pertaining to the continuing resolution or the debt ceiling.Submitted written statement to the House Ways & Means Social Security Subcommittee for the record of their April 18, 2013, hearing to examine proposals by the President and bipartisan groups to more accurately measure inflation. (no bill) Submitted letter to the the House Ways & Means Social Security Subcommittee for the record of their May 23, 2013, hearing to examine bipartisan proposals to adjust Social Security benefits and their impacts on the program's finances, beneficiaries, workers, and the economy. (no bill) H.R. 2229, the Safeguarding Social Security Numbers Act of 2013 - Discussed legislation with Hill staff to establish a universal standard for the truncation of Social Security Numbers to prevent identity theft and fraud. H.R. 2171/S. 1145, the Lifetime Income Disclosure Act - Support for bipartisan legislation to express on annual 401(k) benefit statements the approximate annuity value of the lump sum value of the account. Discussed potential AARP comments to the Department of Labor's Employee Benefits Security Administration's Announcement of Proposed Rulemaking on lifetime income illustrations given to participants in defined contribution pension plans, such as 401(k) and 403(b) plans. (no bill) Discussed with officials from DOL Employee Benefits Security Administration the planned re-proposal of regulations to update the definition of a fiduciary for ERISA covered pension plans. (no bill) H.R. 2374, the Retail Investor Protection Act - Expressed opposition to H.R. 2374 to delay the DOL's planned re-proposal of regulations to update the definition of a fiduciary for ERISA covered pension plans until 60 days after the potential release of similar regulations by the Securities and Exchange Commission. H.R. 2154, the CPI for Seniors Act of 2013 - Discussed legislation to implement a Consumer Price Index for Seniors for calculating annual Social Security cost of living adjustments. Lobbied to prevent inclusion of Medicare, Medicaid, and Social Security benefit cuts and protect vital health, social services, housing and transportation programs in any Deficit Reduction proposals and from enhanced redutions under sequestration. (no bill) H.R. 2374, Letter and lobbying in opposition to this bill that would delay or prevent a DOL proposed rulemaking on Fiduciary Duty. Conducted briefings in both House and Senate. Met with DOL officials to urge reissuance of a proposed rul to update fiduciary duty as it applies to ERISA. (no bill) Letter to Senate urging members not to sign a letter to OMB that would delay or prevent a DOL rulemaking on fiduciary duty. (no bill) H.J.R. 59, Continuing Appropriations Resolution, 2014 - Lobbied to prevent inclusion of Medicare, Medicaid and Social Security benefit cuts and to protect vital health, social services, housing and transportation programs from enhanced reductions from the prior year baseline, and to prevent repeal of certain financial and health care-related regulation. Discussed and invited Members of Congress to speak at event on women's financial security.

Discussed demographics and priorities for AARP members and the 50+ population in general. (no bill) Discussed with lawmakers & the Administration to keep Social Security separate from all budget negotiations/deficit reduction measures and opposed proposals for a "Chained CPI"Discussed and provided background information for studies on pension issues and on marriage and retirement security to GAO. Discussed the Department of Labor's proposed new fiduciary duty regulation with key staff of the Department of Labor's Employee Benefits Security Administration (no bill number). Discussed possible proposals to improve pension rights for participants and reform proposals to improve pension coverage and adequacy. ( no bill) Briefed Congress on AARP's "You've Earned A Say"- A national conversation on the future of Social Security and Medicare with AARP members and all Americans. Lobbied against cuts to Social Security benefits via the adoption of chained CPI to calculate annual cost of living adjustments for Social Security and Veterans benefits, among others. (no bill) S.500, the Keeping Our Social Security Promise Act - Discussed legislation to apply payroll taxes to employment and self-employment taxes to remuneration up to the contribution and benefit base and to remuneration in excess of $250,000. S. 308, the Protecting and Preserving Social Security Act - Discussed legislation to implement the CPI-E for annual Social Security COLA's and to eliminate the cap on maximum taxable wages under Social Security. S.567, the Strengthening Social Security Act - Discussed legislation to implement the CPI-E for annual Social Security COLA's and to eliminate the cap on maximum taxable wages under Social Security. Discussed current and future challenges of Social Security's Representative Payee program. (no bill) Discussed pending DOL regulations of summary documents for 401(k) fee disclosure. (no bill) Discussed with Congress and the Department of Treasury's Financial Management Service their efforts regarding the March 2013 move away from paper checks to electronic benefit payments for all Social Security beneficiaries. (no bill) S. Con. Res.8, Sanders Amendment to Senate Budget Resolution - to prevent cuts to Social Security via the adoption of chained CPI to calculate annual cost of living adjustments for Social Security and Veterans benefts, among others. S. Con.Res.8, AARP expressed opposition to the Ayotte amendment (#165) to prohibit the Department of Labor from implementing a proposal to expand the definition of "fiduciary" under the Employee Retirement Income Security Act (ERISA) to include appraisals of employee stock ownership plans. S. Con.Res. 8, AARP expressed opposition to the Isakson amendment (#571) to prohibit the Department of Labor from updating ERISA fiduciary protections to safeguard the savings of worker investments in retirement accounts. Discussed participants rights concerns on Pension Plan "Derisking" with Congressional and DOL staff. (no bill) Submitted statement to Congressional Committee and discussed reform proposals with staff on Multi-employer Pension Plans. (no bill)Submitted written statement to the House Ways & Means Social Security Subcommittee for the record of their April 18, 2013, hearing to examine proposals by the President and bipartisan groups to more accurately measure inflation. (no bill) Submitted letter to the the House Ways & Means Social Security Subcommittee for the record of their May 23, 2013, hearing to examine bipartisan proposals to adjust Social Security benefits and their impacts on the program's finances, beneficiaries, workers, and the economy. (no bill) H.R. 2229, the Safeguarding Social Security Numbers Act of 2013 - Discussed legislation with Hill staff to establish a universal standard for the truncation of Social Security Numbers to prevent identity theft and fraud. H.R. 2171/S. 1145, the Lifetime Income Disclosure Act - Support for bipartisan legislation to express on annual 401(k) benefit statements the approximate annuity value of the lump sum value of the account. Discussed potential AARP comments to the Department of Labor's Employee Benefits Security Administration's Announcement of Proposed Rulemaking on lifetime income illustrations given to participants in defined contribution pension plans, such as 401(k) and 403(b) plans. (no bill) Discussed with officials from DOL Employee Benefits Security Administration the planned re-proposal of regulations to update the definition of a fiduciary for ERISA covered pension plans. (no bill) H.R. 2374, the Retail Investor Protection Act - Expressed opposition to H.R. 2374 to delay the DOL's planned re-proposal of regulations to update the definition of a fiduciary for ERISA covered pension plans until 60 days after the potential release of similar regulations by the Securities and Exchange Commission. H.R. 2154, the CPI for Seniors Act of 2013 - Discussed legislation to implement a Consumer Price Index for Seniors for calculating annual Social Security cost of living adjustments. Lobbied to prevent inclusion of Medicare, Medicaid, and Social Security benefit cuts and protect vital health, social services, housing and transportation programs in any Deficit Reduction proposals and from enhanced redutions under sequestration. (no bill)

Discussed poverty and hunger issues. (no bill) Discussed SNAP. (no bill)Discussed increasing senior representation in CDC studies and supported public participation in samples. Lobbied against inclusion of Social Security, Medicare and Medicaid legislation affecting benefit levels or service delivery in any budget deal, and urged congress to not reduce spending levels below current services levels for various non-security discretionary programs, including Health Care (including Rx, medical research and premium support), Social Security (administrative expenses), Older Americans Act Supportive Service, Nutrition and Caregiver programs, Low Income Home Energy Assistance, Weatherization, Elderly Housing and Transit/Transportation, Legal and Taxpayer Assistance, Consumer and Worker Protections and Postal Services. Discussed Social Security Administration's Representative Payee program's current and future challenges. (no bill)

S. 1006, Senior's Tax Simplification Act, to the existing description of H.R. 1058 in Tax Section - Submitted letter of support to Senate original co-sponsors in May.S. 3680, the 2013 Making Working Pay Credit Act - Discussed introduction of the legislation and review the bill (112th Congress). H.R. 381/S. 448, Seniors Tax Simplification Act - Discussed support of the bill and urged cosponsorship.

H.R. 152, Disaster Relief Appropriations Act, 2013 - Lobbied to prevent inclusion of Medicare, Medicaid and Social Security benefit cuts and to protect vital health, social services, housing and transportation programs from enhanced reductions from the prior year baseline, and to prevent repeal of certain financial and health care-related regulation.H.R. 152, Disaster Relief Appropriations Act, 2013 - Lobbied to prevent inclusion of Medicare, Medicaid and Social Security benefit cuts and to protect vital health, social services, housing and transportation programs from enhanced reductions from the prior year baseline, and to prevent repeal of certain financial and health care-related regulation. H.R. 325, Debt Limit Extension - Lobbied to prevent inclusion of Medicare, Medicaid and Social Security benefit cuts and to protect vital health, social services, housing and transportation programs from enhanced reductions from the prior year baseline on bill to suspend the public debt limit through May 18, 2013, and to prevent repeal of certain financial and health care-related regulation. H. R. 933, Consolidated and Further Continuing Appropriations Act, 2013 - Lobbied to protect vital health and social services programs from enhanced reductions from the prior year baseline, and to prevent repeal of certain financial and health care-related regulation. S. Con. Res. 8, Concurrent Resolution on the Budget, 2014 - Lobbied to prevent inclusion of Medicare, Medicaid and Social Security benefit cuts and to protect vital health, social services, housing and transportation programs from enhanced reductions from the prior year baseline, and to prevent repeal of certain financial and health care-related regulation. H.Con. Res. 25, Concurrent Resolution on the Budget, 2014 - Lobbied to prevent inclusion of Medicare, Medicaid and Social Security benefit cuts and to protect vital health, social services, housing and transportation programs from enhanced reductions from the prior year baseline, and to prevent repeal of certain financial and health care-related regulation.

Discussed poverty and hunger issues. (no bill) Discussed SNAP. (no bill)Discussed increasing senior representation in CDC studies and supported public participation in samples. H.R. 8, the American Taxpayer Relief Act of 2012 - Lobbied against inclusion of Social Security, Medicare and Medicaid legislation affecting benefit levels or service delivery in any end-of-the-session budget deal, and urged congress to not reduce spending levels below current services levels for various non-security discretionary programs, including Health Care (including Rx, medical research and premium support), Social Security (administrative expenses), Older Americans Act Supportive Service, Nutrition and Caregiver programs, Low Income Home Energy Assistance, Weatherization, Elderly Housing and Transit/Transportation, Legal and Taxpayer Assistance, Consumer and Worker Protections and Postal Services.

S. 1006, Senior's Tax Simplification Act, to the existing description of H.R. 1058 in Tax Section - Submitted letter of support to Senate original co-sponsors in May.S. 3680, the 2013 Making Working Pay Credit Act - Discussed introduction of the legislation and review the bill (112th Congress). H.R. 8, the American Taxpayer Relief Act of 2012 - Lobbied against inclusion of Social Security, Medicare and Medicaid legislation affecting benefit levels or service delivery in any end-of-the-session budget deal, and urged congress to not reduce spending levels below current services levels for various non-security discretionary programs, including Health Care (including Rx, medical research and premium support), Social Security (administrative expenses), Older Americans Act Supportive Service, Nutrition and Caregiver programs, Low Income Home Energy Assistance, Weatherization, Elderly Housing and Transit/Transportation, Legal and Taxpayer Assistance, Consumer and Worker Protections and Postal Services.

Discussed demographics and priorities for AARP members and the 50+ population in general. (no bill) Lobbied supplemental poverty measure with House and Senate staff. (no bill) Discussed poverty and hunger issues. (no bill) Discussed SNAP. (no bill) Discussed increasing senior representation in CDC studies and supported public participation in samples. H.R. 8, the American Taxpayer Relief Act of 2012 - Lobbied against inclusion of Social Security, Medicare and Medicaid legislation affecting benefit levels or service delivery in any end-of-the-session budget deal, and urged congress to not reduce spending levels below current services levels for various non-security discretionary programs, including Health Care (including Rx, medical research and premium support), Social Security (administrative expenses), Older Americans Act Supportive Service, Nutrition and Caregiver programs, Low Income Home Energy Assistance, Weatherization, Elderly Housing and Transit/Transportation, Legal and Taxpayer Assistance, Consumer and Worker Protections and Postal Services.

S. 1006, Senior's Tax Simplification Act, to the existing description of H.R. 1058 in Tax Section - Submitted letter of support to Senate original co-sponsors in May. H.R.6020/S.3301, the Financial Services Appropriations bill for FY 2013 - Lobbied to oppose subjecting Consumer Finance Protection Bureau from annual appropriations oversight, increase/protect funding for the Taxpayer Counseling for the Elderly program, and to protect/increase SEC funding. Discussed with IRS staff concerns regarding recent guidance on deferred vested benefit notices to participants. AARP opposed further extension of payroll tax holiday. (no bill) S. 3680, the 2013 Making Working Pay Credit Act - Discussed introduction of the legislation and review the bill. H.R. 8, the American Taxpayer Relief Act of 2012 - Lobbied against inclusion of Social Security, Medicare and Medicaid legislation affecting benefit levels or service delivery in any end-of-the-session budget deal, and urged congress to not reduce spending levels below current services levels for various non-security discretionary programs, including Health Care (including Rx, medical research and premium support), Social Security (administrative expenses), Older Americans Act Supportive Service, Nutrition and Caregiver programs, Low Income Home Energy Assistance, Weatherization, Elderly Housing and Transit/Transportation, Legal and Taxpayer Assistance, Consumer and Worker Protections and Postal Services.

Discussed demographics and priorities for AARP members and the 50+ population in general. (no bill) H.R.4050, Retirement Plan Simplication & Enhancement Act of 2012 - Discussed concerns regarding expansion of electronic disclosures of pension documents and notices. AARP Opposed adoption of "Chained CPI" as part of Fiscal Cliff debt. (no bill) H. R. 677/S. 267, Lifetime Income Disclosure Act - Submitted letter of support to the original co-sponsors of the House and Senate versions of the Lifetime Income Disclosure Act. This legislation would provide individulas with a better understanding of the lifemtime value of their 401 (k) plan assets by including in a yearly benefit statement a conversion of their total accrued benefits into a monthly dollar amount as if they had opted to receive a lifetime annuity. S. 1557/H.R. 4049, the Automatic IRA Act of 2011 - Lobbied on legislation to create automatic individual retirement accounts, funded via payroll deduction, to individuals who work for an employer of a particular size and tenure that do not currently offer a retirement savings vehicle to their employees. Discussed S. 1558, the Keeping Our Social Security Promises Act, legislation to apply payroll taxes to remuneration and earnings from self-employment up to the contribution and benefit base and to remuneration in excess of $250,000. Provided an informational briefing on Social Security. S. 1876, Consumer Price Index for Elderly Consumers Act - Supported legislation to change the index used to calculate annual Social Security COLA's from the CPI-W to the CPI-E. H. R. 539, Preserving Our Promise to Seniors Act - Discussed legislation to make changes pertaining to Social Security, including the use of a new CPI-E index for COLA's, and to provide $250 relief payments to beneficiaries. S. 2252, the Rebuild America Act - Discussed the Social Security and Pensions portions of this wide-ranging legislation designed to "rebuild the American middle class by creating jobs, investing in our future, building opportunity for working families, and restoring balance to the tax code." Discussed the Department of Labor's proposed new fiduciary duty regulation with key staff of the Department of Labor's Employee Benefits Security Administration (no bill number). Discussed possible proposals to improve pension rights for participants and reform proposals to improve pension coverage and adequacy. ( no bill) Briefed Congress on AARP's "You've Earned A Say"- A national conversation on the future of Social Security and Medicare with AARP members and all Americans. H.R. 8, the American Taxpayer Relief Act of 2012 - Lobbied against inclusion of Social Security, Medicare and Medicaid legislation affecting benefit levels or service delivery in any end-of-the-session budget deal, and urged congress to not reduce spending levels below current services levels for various non-security discretionary programs, including Health Care (including Rx, medical research and premium support), Social Security (administrative expenses), Older Americans Act Supportive Service, Nutrition and Caregiver programs, Low Income Home Energy Assistance, Weatherization, Elderly Housing and Transit/Transportation, Legal and Taxpayer Assistance, Consumer and Worker Protections and Postal Services. Discussed the current and future challenges faced by Social Security's Representative Payee program. Discussed pending DOL regulations of summary documents for 401(k) fee disclosure. (no bill) H.R. 4609, the Social Security Equality Act - Discussed bill which would authorize the treatment of permanent partnerships between individuals of the same gender as marriage for purposes of determining entitlement to OASDI benefits. Letter sent to Congress expressing AARP's opposition to additional extensions of the temporary payroll tax holiday. (no bill) Discussed pending DOL regulations on the electronic disclosure of ERISA-covered pension plan documents and related potential or current legislation H.R. 4050, the Retirement Plan Simplification and Enhancement Act. Discussed potential legislation regarding the Social Security Administration's process for closing field offices. (no bill) H.R. 4050, Retirement Plan Simplification and Enhancement Act of 2012 - Discussed concerns with Congressional staff regarding provisions to expand electronic disclosures of pension documents and notices. Sent letter to DOL urging caution on any expansion of electronic disclosures of pension documents and notices. S.3295, the Labor-HHS Appropriations bill for FY 2013 - Lobbied to protect/increase funding for the Social Security Administration, Older Americans Act nutrition, family caregiver & supportive services programs, low income home energy assistance (LIHEAP), and to protect funding for program authorized under the Affordable Care Act, including CMS State Health insurance exchanges, state survey and demonstrations and preventive health. Discussed with key staff of the Department of Labor's Employee Benefits Security Administration and the GAO issue of electronic disclosure of ERISA-covered pension plan documents. (no bill) Discussed with key staff of Congress and the Department of Treasury's Financial Management Service their efforts regarding the March 2013 move away from paper checks to electronic benefit payments for all Social Security beneficiaries. (no bill) Lobbied Congress to prevent the inclusion of Chained CPI and extension of the temporary payroll tax holiday in any lame duck year end budget deal. (no bill) Shared results of AARP public survey on electronic disclosure with Congressional staff and agency staff at DOL/EBSA, Treasury, OMB, CFPB and GAO. Discussed with IRS staff concerns regarding recent guidance on deferred vested benefit notices to participants. Discussed concerns with GAO staff regarding Form 5500. Discussed with Congressional staff recent pension plan "derisking" activities.

S. 163, Full Faith and Credit Act - Discussed AARP position on legislation and second degree amendment to the legislation. S.245, CAP Act of 2011 - Discussed our concerns and opposition to the legislation. H.Con.Res. 112 - Lobbied Congress against cuts to Social Security, Medicare and Medicaid in the Super Committee debate and where savings could be found without harming beneficiaries and protect discretionary services for vulnerable seniors. H.R.6020/S.3301, the Financial Services Appropriations bill for FY 2013 - Lobbied to oppose subjecting Consumer Finance Protection Bureau from annual appropriations oversight, increase/protect funding for the Taxpayer Counseling for the Elderly program, and to protect/increase SEC funding. H.R.5973/S.2375, the Agriculture Appropriations bill for FY 2013 - Lobbied to protect/increase Commodity Supplemental Food program funding. H.R.5325/S.2465, the Energy & Water Appropriations bill for FY 2013 - Lobbied to protect/increase funding for weatherization programs. H.R.5972/S.2322, the Transportation, Housing and Urban Development Appropriations bill for FY 2013 - Lobbied to protect/enhance funding for elderly housing (Section 8 project-based and tenant-base rental assistance and Section 202 programs), elderly transit programs and to protect transportation enhancements. S.3295, the Labor-HHS Appropriations bill for FY 2013 - Lobbied to protect/increase funding for the Social Security Administration, Older Americans Act nutrition, family caregiver & supportive services programs, low income home energy assistance (LIHEAP), and to protect funding for program authorized under the Affordable Care Act, including CMS State Health insurances exchanges, state survey & demonstrations and preventive health. Also lobbied Administration (HHS & OMB) to accelerate release of LIHEAP funding and to increase funding for SSA. H.R.5326/S.2323, the Commerce, Science and Justice Appropriations bill for FY 2013 - Lobbied to protect/enhance Equal Employment Opportunity Commission funding. H.R. 6091, Interior Appropriation Act for FY 2013 - Lobbied against inclusion of bill language limiting recovery of attorneys fees under Equal Access to Justice Act. Lobbied Congress against cuts to the Medicare program. (no bill)

Discussed demographics and priorities for AARP members and the 50+ population in general. (no bill) Lobbied supplemental poverty measure with House and Senate staff. (no bill) Discussed poverty and hunger issues. (no bill) Discussed SNAP. (no bill) Discussed increasing senior representation in CDC studies and supported public participation in samples.

S. 1006, Senior's Tax Simplification Act, to the existing description of H.R. 1058 in Tax Section - Submitted letter of support to Senate original co-sponsors in May. AARP submitted written comments to the Internal Revenue Service regarding Proposed Regulations and Revenue Rullings Relating to: Longevity Annuity Contracrts; Modifications to Minimum Present Value Requirements; Rev. Rule. 2012-3 (Survivor Annuity Requirements); and Rev. Rule 2012-4 (Rollover to Obtain Additional Annuity. (no bill) H.R.6020/S.3301, the Financial Services Appropriations bill for FY 2013 - Lobbied to oppose subjecting Consumer Finance Protection Bureau from annual appropriations oversight, increase/protect funding for the Taxpayer Counseling for the Elderly program, and to protect/increase SEC funding.

S. 163, Full Faith and Credit Act - Discussed AARP position on legislation and second degree amendment to the legislation. S.245, CAP Act of 2011 - Discussed our concerns and opposition to the legislation. S.2323/H.R.5326, Commerce, Justice, Science and related agencies Appropriations - Opposed rider barring EEOC from enforcing disparate impact regulations. H.Con.Res. 112 - Lobbied Congress against cuts to Social Security, Medicare and Medicaid in the Super Committee debate and where savings could be found without harming beneficiaries and protect discretionary services for vulnerable seniors. H.R.6020/S.3301, the Financial Services Appropriations bill for FY 2013 - Lobbied to oppose subjecting Consumer Finance Protection Bureau from annual appropriations oversight, increase/protect funding for the Taxpayer Counseling for the Elderly program, and to protect/increase SEC funding. H.R.5973/S.2375, the Agriculture Appropriations bill for FY 2013 - Lobbied to protect/increase Commodity Supplemental Food program funding. H.R.5325/S.2465, the Energy & Water Appropriations bill for FY 2013 - Lobbied to protect/increase funding for weatherization programs. H.R.5972/S.2322, the Transportation, Housing and Urban Development Appropriations bill for FY 2013 - Lobbied to protect/enhance funding for elderly housing (Section 8 project-based and tenant-base rental assistance and Section 202 programs), elderly transit programs and to protect transportation enhancements. S.3295, the Labor-HHS Appropriations bill for FY 2013 - Lobbied to protect/increase funding for the Social Security Administration, Older Americans Act nutrition, family caregiver & supportive services programs, low income home energy assistance (LIHEAP), and to protect funding for program authorized under the Affordable Care Act, including CMS State Health insurances exchanges, state survey & demonstrations and preventive health. H.R.5326/S.2323, the Commerce, Science and Justice Appropriations bill for FY 2013 - Lobbied to protect/enhance Equal Employment Opportunity Commission funding.

Discussed demographics and priorities for AARP members and the 50+ population in general. (no bill) Lobbied supplemental poverty measure with House and Senate staff. (no bill) Discussed poverty and hunger issues. (no bill) Discussed SNAP. (no bill) Discussed increasing senior representation in CDC studies and supported public participation in samples.

S. 1006, Senior's Tax Simplification Act, to the existing description of H.R. 1058 in Tax Section - Submitted letter of support to Senate original co-sponsors in May. Discussed legislation to make long-term care insurance available under cafeteria plans and flexible spending arrangements and to improve consumer protections.

Discussed demographics and priorities for AARP members and the 50+ population in general. (no bill) Lobbied supplemental poverty measure with House and Senate staff. (no bill)

S. 163, Full Faith and Credit Act - Discussed AARP position on legislation and second degree amendment to the legislation. S.245, CAP Act of 2011 - Discussed our concerns and opposition to the legislation. H.Con.Res. 112 - Lobbied Congress against cuts to Social Security, Medicare and Medicaid in the Super Committee debate and where savings could be found without harming beneficiaries.

Discussed demographics and priorities for AARP members and the 50+ population in general. (no bill) Consolidated Appropriations Act, FY 2012, H.R. 2055, H.R. 3671, H.R. 2017, Consolidated and Further Appropriations Continuing Appropriations Act, H.R. 2112, Continuing Resolution, FY 2012, H.R. 2608 and H.J. Res. 79, 94 and 95 - Lobbied for funding for agencies and programs within jurisdiction of the Labor-HHS Appropriations bill (H.R. 3055/S. 1599), including Social Security Administration operations. Discussion on Automatic IRA proposal to provide automatic individual retirement accounts, funded via payroll deduction, to individuals who work for an employer of a particular size and tenure that do not currently offer a retirement savings vehicle to their employees. (no bill) Discussed Social Security COLA relief. (no bill) H. R. 677/S. 267, Lifetime Income Disclosure Act - Submitted letter of support to the original co-sponsors of the House and Senate versions of the Lifetime Income Disclosure Act. This legislation would provide individulas with a better understanding of the lifemtime value of their 401 (k) plan assets by including in a yearly benefit statement a conversion of their total accrued benefits into a monthly dollar amount as if they had opted to receive a lifetime annuity. H.J. Res.1/S.J. Res.4 - Discussed AARP's concerns about efforts to cutting Social Security benefits as a way of addressing the nation's current budget deficits, including the impact on Social Security of capping spending at a certain level or via balanced budget amendments. S. 1557, the Automatic IRA Act of 2011 - Lobbied on legislation to create automatic individual retirement accounts, funded via payroll deduction, to individuals who work for an employer of a particular size and tenure that do not currently offer a retirement savings vehicle to their employees. Lobbied Congress on excluding cuts to Social Security from the deficit reduction package being developed by the Joint Select Committee on Deficit Reduction. (no bill) Discussed S. 1558, the Keeping Our Social Security Promises Act, legislation to apply payroll taxes to remuneration and earnings from self-employment up to the contribution and benefit base and to remuneration in excess of $250,000. Provided an informational briefing on Social Security. S. 1876, Consumer Price Index for Elderly Consumers Act - Supported legislation to change the index used to calculate annual Social Security COLA's from the CPI-W to the CPI-E. H. R. 539, Preserving Our Promise to Seniors Act - Discussed legislation to make changes pertaining to Social Security, including the use of a new CPI-E index for COLA's, and to provide $250 relief payments to beneficiaries. H. R. 3630/Senate Substitute, Middle Class Tax Relief and Job Creation Act of 2011 - Discussed legislation containing an extension or expansion of the current temporary payroll tax holiday. S. 1917/1944, Middle Class Tax Cut Act of 2011 - Discussed legislation containing an extension or expansion of the current temporary payroll tax holiday. S. 1931, Temporary Tax Holiday and Government Reduction Act - Discussed legislation containing an extension or expansion of the current temporary payroll holiday.

Worked with Coalition to Influence Select Joint Budget Committee priorities. (no bill) Discussed debt ceiling and possible impact on Medicare, Medicaid, and Social Security. (no bill) S. 163, Full Faith and Credit Act - Discussed AARP position on legislation and second degree amendment to the legislation. S.245, CAP Act of 2011 - Discussed our concerns and opposition to the legislation. H.J. Res. 1/S.J. Res. 4 - Proposing a balanced budget to the Constitution - Discussed legislation. Consolidated Appropriations Act, FY 2012, H.R. 2055, H.R. 3671, H.R. 2017, Consolidated and Further Appropriations Continuing Appropriations Act, H.R. 2112, Continuing Resolution, FY 2012, H.R. 2608 and H.J. Res. 79, 94, and 95 - Lobbied for funding for agencies and programs within the jurisdiction of the Labor-HHS Appropriations bill (H.R. 3055/S. 1599), Financial Services and General Government Appropriations (H.R. 2434/S. 1573), Agriculture Appropriations (H.R. 2112, S. 1573), Transportation-HUD (S.1596), Commerce-Justice-Science (H.R. 2596, S. 1572). H.R. 2434/S. 1573 - Financial Services & General Appropriations bill for FY 2012 - Lobbied against language included in Subcommittee mark restricting funding of Consumer Finance Protection Bureau to $200 million and making new entity subject to appropriations. Sent letter to House Appropriations Committee leadership in opposition to cap and other changes to Dodd-Frank. S. 1599, Labor-Health & Human Services, Education and Related Agencies Appropriations bill for FY 2012 - Lobbied for funding for SSA Administration, Older Americans Act nutrition, health care delivery reform, CLASS, LIHEAP, Older Americans Act caregiver programs and Medicaid. H.Con. Res.34, H.R. 2560/S. 627/H.R. 2693/S. 365, Establishing the budget for the United States Government for fiscal year 2012 and setting forth appropriate budgetary levels for fiscal years 2013 through 2021 - Lobbied against House Concurrent Resolution on the Budget for Fiscal Year 2012. S.Con. Res. 18, President's FY 2012 Budget Resolution - A concurrent resolution setting forth the President's budget request for the Unites States Government for fiscal year 2012, and setting forth the appropriate budgetary levels for fiscal years 2013 through 2021. Lobbied against the budget proposal that would result in cuts to Medicare, Medicaid and Social Security. S.Con.Res. 21, A concurrent resolution setting forth the Congressional budget for the United States Government for fiscal year 2012 and setting forth the appropriate budgetary levels for fiscal years 2013 through 2021. Lobbied against the budget proposal that would result in cuts to Medicare, Medicaid and Social Security. S. Con.Res. 20, A concurrent resolution setting forth the Congressional budget for the United States Government for fiscal year 2012 and setting forth the appropriate budgetary levels for fiscal years 2013 through 2016. Lobbied against budget proposal that would result in cuts to Medicare, Medicaid and Social Security. PL. 111-148, Discussed continued funding for Patient Protection and Affordable Care Act provisions. S. 365, Budget Control Act - Lobbied Congress against cuts to Social Security, Medicare and Medicaid in the Super Committee debate and where savings could be found without harming beneficiaries.

Worked with Coalition to Influence Select Joint Budget Committee priorities. (no bill) Discussed debt ceiling and possible impact on Medicare, Medicaid, and Social Security. (no bill) S. 163, Full Faith and Credit Act - Discussed AARP position on legislation and second degree amendment to the legislation. S.245, CAP Act of 2011 - Discussed our concerns and opposition to the legislation. H.J. Res. 1/S.J. Res. 4 - Proposing a balanced budget to the Constitution - Discussed legislation. H. R. 2112, Agriculture, Rural Development, FDA and Related Agencies Appropriations bill for FY 2012 - Lobbied for funding for Supplemental Food Assistance Program (SNAP) and Commodity Supplemental Food Program (CSFP). Sent letter in support of Richardson floor amendment to H.R. 2112 (H. Amdt. 434) to increase CSFP funding. H.R. 2434/S. 1573 - Financial Services & General Appropriations bill for FY 2012 - Lobbied against language included in Subcommittee mark restricting funding of Consumer Finance Protection Bureau to $200 million and making new entity subject to appropriations. Sent letter to House Appropriations Committee leadership in opposition to cap and other changes to Dodd-Frank. S. 1599, Labor-Health & Human Services, Education and Related Agencies Appropriations bill for FY 2012 - Lobbied for funding for SSA Administration, Older Americans Act nutrition, health care delivery reform, CLASS, LIHEAP, Older Americans Act caregiver programs and Medicaid. H.Con. Res.34, H.R. 2560/S. 627/H.R. 2693/S. 365, Establishing the budget for the United States Government for fiscal year 2012 and setting forth appropriate budgetary levels for fiscal years 2013 through 2021 - Lobbied against House Concurrent Resolution on the Budget for Fiscal Year 2012. S.Con. Res. 18, President's FY 2012 Budget Resolution - A concurrent resolution setting forth the President's budget request for the Unites States Government for fiscal year 2012, and setting forth the appropriate budgetary levels for fiscal years 2013 through 2021. Lobbied against the budget proposal that would result in cuts to Medicare, Medicaid and Social Security. S.Con.Res. 21, A concurrent resolution setting forth the Congressional budget for the United States Government for fiscal year 2012 and setting forth the appropriate budgetary levels for fiscal years 2013 through 2021. Lobbied against the budget proposal that would result in cuts to Medicare, Medicaid and Social Security. S. Con.Res. 20, A concurrent resolution setting forth the Congressional budget for the United States Government for fiscal year 2012 and setting forth the appropriate budgetary levels for fiscal years 2013 through 2016. Lobbied against budget proposal that would result in cuts to Medicare, Medicaid and Social Security. PL. 111-148, Discussed continued funding for Patient Protection and Affordable Care Act provisions. S. 365, Budget Control Act - Lobbied Congress against cuts to Social Security, Medicare and Medicaid in the debt ceiling debate.

H.R. 1058, the Seniors' Tax Simplification Act of 2011 - Submitted letter of support to the original cosponsors of the Seniors' Tax Simplification Act. This legislation would allow older tax filers to file a short tax form, similar to the 1040EZ, that includes income from Social Security. S. 1006, Senior's Tax Simplification Act, to the existing description of H.R. 1058 in Tax Section - Submitted letter of support to Senate original co-sponsors in May.

Discussed demographics and priorities for AARP members and the 50+ population in general. (no bill)

H.R. 1058, the Seniors' Tax Simplification Act of 2011 - Submitted letter of support to the original cosponsors of the Seniors' Tax Simplification Act. This legislation would allow older tax filers to file a short tax form, similar to the 1040EZ, that includes income from Social Security. S. 1006, Senior's Tax Simplification Act, to the existing description of H.R. 1058 in Tax Section - Submitted letter of support to Senate original co-sponsors in May.

H.J. Res. 44, H.J. Res. 48, Continuing Appropriations Amendments, FY 2011 - Lobbied for funding for various federal programs serving Older Americans, most notably SSA Administrative expenses, LIHEAP, aging services, HECM reverse mortgage subsidy and Section 202, Housing for the Elderly. Discussed debt ceiling and possible impact on Medicare, Medicaid, and Social Security. (no bill) S. 163, Full Faith and Credit Act - Discussed AARP position on legislation and second degree amendment to the legislation. S.245, CAP Act of 2011 - Discussed our concerns and opposition to the legislation. H.J. Res. 1/S.J. Res. 4 - Proposing a balanced budget to the Constitution - Discussed legislation. H. R. 2112, Agriculture, Rural Development, FDA and Related Agencies Appropriations bill for FY 2012 - Lobbied for funding for Supplemental Food Assistance Program (SNAP) and Commodity Supplemental Food Program (CSFP). Sent letter in support of Richardson floor amendment to H.R. 2112 (H. Amdt. 434) to increase CSFP funding. Financial Services & General Appropriations bill for FY 2012 - Lobbied against language included in Subcommittee mark restricting funding of Consumer Finance Protection Bureau to $200 million and making new entity subject to appropriations. Sent letter to House Appropriations Committee leadership in opposition to cap and other changes to Dodd-Frank. (no bill) Labor-Health & Human Services, Education and Related Agencies Appropriations bill for FY 2012 - Lobbied for funding for SSA Administration, Older Americans Act nutrition, health care delivery reform, CLASS, LIHEAP, Older Americans Act caregiver programs and Medicaid. (no bill) H.Con. Res.34, Establishing the budget for the United States Government for fiscal year 2012 and setting forth appropriate budgetary levels for fiscal years 2013 through 2021 - Lobbied against House Concurrent Resolution on the Budget for Fiscal Year 2012. S.Con. Res. 18, President's FY 2012 Budget Resolution - A concurrent resolution setting forth the President's budget request for the Unites States Government for fiscal year 2012, and setting forth the appropriate budgetary levels for fiscal years 2013 through 2021. Lobbied against the budget proposal that would result in cuts to Medicare, Medicaid and Social Security. S.Con.Res. 21, A concurrent resolution setting forth the Congressional budget for the United States Government for fiscal year 2012 and setting forth the appropriate budgetary levels for fiscal years 2013 through 2021. Lobbied against the budget proposal that would result in cuts to Medicare, Medicaid and Social Security. S. Con.Res. 20, A concurrent resolution setting forth the Congressional budget for the United States Government for fiscal year 2012 and setting forth the appropriate budgetary levels for fiscal years 2013 through 2016. Lobbied against budget proposal that would result in cuts to Medicare, Medicaid and Social Security. PL. 111-148, Discussed continued funding for Patient Protection and Affordable Care Act provisions.

Discussed demographics and priorities for AARP members and the 50+ population in general. (no bill) Discussed concerns about cutting Social Security benefits as a way of addressing the nation's current budget deficits. (no bill) H.J. Res. 44, H.J. Res. 48, Continuing Appropriations Amendments, FY 2011 - Lobbied for increased funding of SSA Administrative expenses to reduce disability claim backlog and improve customer service. Discussed automatic indivudual retirement accounts, funded via payroll deduction, to individuals who work for an employer of a particular size and tenure who does not currently offer a retirement vehicle to their employees. (no bill) Discussion on Automatic IRA proposal to provide automatic individual retirement accounts, funded via payroll deduction, to individuals who work for an employer of a particular size and tenure that do not currently offer a retirement savings vehicle to their employees. (no bill) Discussed Social Security COLA relief. (no bill) H. R. 677/S. 267, Lifetime Income Disclosure Act - Submitted letter of support to the original co-sponsors of the House and Senate versions of the Lifetime Income Disclosure Act. This legislation would provide individulas with a better understanding of the lifemtime value of their 401 (k) plan assets by including in a yearly benefit statement a conversion of their total accrued benefits into a monthly dollar amount as if they had opted to receive a lifetime annuity.

Discussed demographics and priorities for AARP members and the 50+ population in general. (no bill)

S. 3686, Labor, HHS, Education and related agencies appropriations bill for FY 2011 - Lobbied for funding for SSA, Older Americans Act programs. Lifespan Respite Care Act, Nursing Education/Workforce Development, National Corporation for Community Service (Kennedy Serve America Act), among other items, LIHEAP and weatherization. (no bill) H.R. 4899, Supplemental Appropriations Act - Lobbied for inclusion of emergency food assistance, SSA and CMS program integrity activity and other non-defense discretionary funding levels for FY 2011. Transportation HUD Appropriations (no bill) - Lobbied in support of funding for HUD Section 202 senior housing program. H.R. 3081, H.R. 3082, H.J. Res. 101, H.J. Res. 105, Continuing Appropriations Act, FY 2011 - Lobbied for funding for various federal programs serving Older Americans, most notably SSA Administrative expenses, LIHEAP, aging services, HECM reverse mortgage subsidy and Section 202, Housing for the Elderly.

Lobbied for introduction of legislation that would expand the savers credit so that more modest income individuals can benefit from it. (no bill number) Discussed legislation that would expand the savers credit so that more modest income individuals can benefit from it; and on the inappropriate application of withholding tables that implement Make Work Pay to pension and other retirement income. (no bill) Discussed the need for bipartisan action on long-term financial security. (no bill) Discussed implications of no Social Security COLA.(no bill) Discussed disability backlog process and administration issues, including participation on SSA Advisory Future Systems Technology Panel. (no bill) Advocated for retirement security for family caregivers. (no bill) H.R. 4126, the Retirement Fairness Act of 2009 - Reviewed and discussed legislation "to prevent the overstatement of benefits payable to non-highly compensated employees under qualified plans, and for other purposes." Reviewed and discussed draft legislation to create a new Consumer Price Index to be used to calculate future Social Security COLAs. (no bill) Discussed draft legislation to establish a Senior Bill of Rights, particularly language to express the sense of Congress on the importance of Social Security. (no bill) Discussed draft legislation to commemorate the 75th Anniversary of Social Security and the importance of the Social Security program to beneficiaries and future beneficiaries. (no bill) H.R. 5001, the BASIC Act - Reviewed legislation to prorate Social Security benefits for a surviving spouse for the month a beneficiary passes away and to adjust the lump sum death payment. Discussed draft legislation to exempt withdrawals from an individual's retirement account from the 10% penalty during times of high unemployment. (no bill) H.R. 3081, H.R. 3082, H.J. Res. 105, H.J. Res. 101, Continuing Resolution, FY 2011 - Lobbied for increased funding of SSA Administrative expenses to reduce disability claim backlog and improve customer service. H.R. 6099/S. 3760, the Automatic IRA Act of 2010 - Lobbied for introduction and cosponsorship of legislation to provide automatic indivudual retirement accounts, funded via payroll deduction, to individuals who work for an employer of a particular size and tenure who does not currently offer a retirement vehicle to their employees. H.R. 5834, the Preserving Our Promise to Seniors Act - Reviewed legislation to provide a new consumer price index for calculating annual Social Security cost-of-living adjustments, to provide $250 to beneficiaries in years where there is no COLA, and establishes a point of order against certain changes to Social Security. H.R. 5987, the Seniors Protection Act of 2010 - Reviewed legislation to provide $250 to Social Security beneficiaries in the event there is no COLA in 2011. Discussed implications of the President's Fiscal Commission on Social Security. (no bill) Lobbied to prevent the use of Social Security to pay down the federal deficit. (no bill) S. 3985, the Emergency Senior Citizen Relief Act - Reviewed legislation to provide $250 to Social Security beneficiaries in lieu of a COLA for 2011. Sent letter to Congressional Leadership on the importance of providing economic relief to seniors facing two years in a row without a COLA.

Discussed priority issues for AARP.

Discussed income weatherization; modernizing the poverty measure; and modernizing the asset tests that are used to determine eligibility for federal benefits. (no bill) Discussed tax assistance funding. (no bill) H.R.1159 - To amend the Internal Revenue code of 1989 to provide special rules for investments lost in a fraudulent Ponzi-type scheme. Discussed legislation to grant tax relief to victims of Ponzi-type schemes. H.R. 6099, the Automatic IRA Act of 2010 - Lobbied for introduction and cosponsorship of legislation to provide automatic individual retirement accounts, funded via payroll deduction, to indivuduals who work for an employer of a particular size and tenure who does not currently offer a retirement vehicle to their employees. S. 3760, the Automatic IRA Act of 2010 - Lobbied for introduction and cosponsorship of legislation to provide automatic individual retirement accounts, funded via payroll deduction, to individuals who work for an employer of a particular size and tenure who does not currently offer a retirement vehicle to their employees.

Discussed income weatherization; modernizing the poverty measure; and modernizing the asset tests that are used to determine eligibility for federal benefits. (no bill) Discussed tax assistance funding. (no bill) H.R.1159 - To amend the Internal Revenue code of 1989 to provide special rules for investments lost in a fraudulent Ponzi-type scheme. Discussed legislation to grant tax relief to victims of Ponzi-type schemes. H.R. 6099, the Automatic IRA Act of 2010 - Lobbied for introduction and cosponsorship of legislation to provide automatic individual retirement accounts, funded via payroll deduction, to indivuduals who work for an employer of a particular size and tenure who does not currently offer a retirement vehicle to their employees. S. 3760, the Automatic IRA Act of 2010 - Lobbied for introduction and cosponsorship of legislation to provide automatic individual retirement accounts, funded via payroll deduction, to individuals who work for an employer of a particular size and tenure who does not currently offer a retirement vehicle to their employees.

Lobbied for introduction of legislation that would expand the savers credit so that more modest income individuals can benefit from it. (no bill number) Discussed legislation that would expand the savers credit so that more modest income individuals can benefit from it; and on the inappropriate application of withholding tables that implement Make Work Pay to pension and other retirement income. (no bill) Discussed the need for bipartisan action on long-term financial security. (no bill) Discussed implications of no Social Security COLA.(no bill) Discussed disability backlog process and administration issues, including participation on SSA Advisory Future Systems Technology Panel. (no bill) Advocated for retirement security for family caregivers. (no bill) H.R. 4126, the Retirement Fairness Act of 2009 - Reviewed and discussed legislation "to prevent the overstatement of benefits payable to non-highly compensated employees under qualified plans, and for other purposes." Reviewed and discussed draft legislation to create a new Consumer Price Index to be used to calculate future Social Security COLAs. (no bill) Discussed draft legislation to establish a Senior Bill of Rights, particularly language to express the sense of Congress on the importance of Social Security. (no bill) Discussed draft legislation to commemorate the 75th Anniversary of Social Security and the importance of the Social Security program to beneficiaries and future beneficiaries. (no bill) H.R. 5001, the BASIC Act - Reviewed legislation to prorate Social Security benefits for a surviving spouse for the month a beneficiary passes away and to adjust the lump sum death payment. Discussed draft legislation to exempt withdrawals from an individual's retirement account from the 10% penalty during times of high unemployment. (no bill) H.R. 3081, H.R. 3082, H.J. Res. 105, H.J. Res. 101, Continuing Resolution, FY 2011 - Lobbied for increased funding of SSA Administrative expenses to reduce disability claim backlog and improve customer service. H.R. 6099/S. 3760, the Automatic IRA Act of 2010 - Lobbied for introduction and cosponsorship of legislation to provide automatic indivudual retirement accounts, funded via payroll deduction, to individuals who work for an employer of a particular size and tenure who does not currently offer a retirement vehicle to their employees. H.R. 5834, the Preserving Our Promise to Seniors Act - Reviewed legislation to provide a new consumer price index for calculating annual Social Security cost-of-living adjustments, to provide $250 to beneficiaries in years where there is no COLA, and establishes a point of order against certain changes to Social Security. H.R. 5987, the Seniors Protection Act of 2010 - Reviewed legislation to provide $250 to Social Security beneficiaries in the event there is no COLA in 2011. Discussed implications of the President's Fiscal Commission on Social Security. (no bill) Lobbied to prevent the use of Social Security to pay down the federal deficit. (no bill) S. 3985, the Emergency Senior Citizen Relief Act - Reviewed legislation to provide $250 to Social Security beneficiaries in lieu of a COLA for 2011. Sent letter to Congressional Leadership on the importance of providing economic relief to seniors facing two years in a row without a COLA.

Discussed priority issues for AARP.

S. 3686, Labor, HHS, Education and related agencies appropriations bill for FY 2011 - Lobbied for funding for SSA, Older Americans Act programs. Lifespan Respite Care Act, Nursing Education/Workforce Development, National Corporation for Community Service (Kennedy Serve America Act), among other items, LIHEAP and weatherization. (no bill) H.R. 4899, Supplemental Appropriations Act - Lobbied for inclusion of emergency food assistance, SSA and CMS program integrity activity and other non-defense discretionary funding levels for FY 2011. Transportation HUD Appropriations (no bill) - Lobbied in support of funding for HUD Section 202 senior housing program. H.R. 3081, H.R. 3082, H.J. Res. 101, H.J. Res. 105, Continuing Appropriations Act, FY 2011 - Lobbied for funding for various federal programs serving Older Americans, most notably SSA Administrative expenses, LIHEAP, aging services, HECM reverse mortgage subsidy and Section 202, Housing for the Elderly.

H.R.1159, To amend the Internal Revenue Code of 1986 to provide special rules for investments lost in a fraudulent Ponzi-type scheme-Contacted Congressman's Meek's office to explore support of a bill that offers some relief to victims of Ponzi schemes. Lobbied for introduction of legislation that would expand the savers credit so that more modest income individuals can benefit from it. (no bill number) Discussed legislation that would expand the savers credit so that more modest income individuals can benefit from it; and on the inappropriate application of withholding tables that implement Make Work Pay to pension and other retirement income. (no bill) Discussed the need for bipartisan action on long-term financial security. (no bill) Discussed implications of no Social Security COLA.(no bill) Discussed disability backlog process and administration issues, including participation on SSA Advisory Future Systems Technology Panel. (no bill) Advocated for retirement security for family caregivers. (no bill) H.R. 4126, the Retirement Fairness Act of 2009 - Reviewed and discussed legislation "to prevent the overstatement of benefits payable to non-highly compensated employees under qualified plans, and for other purposes." Reviewed and discussed draft legislation to create a new Consumer Price Index to be used to calculate future Social Security COLAs. (no bill) Discussed draft legislation to establish a Senior Bill of Rights, particularly language to express the sense of Congress on the importance of Social Security. (no bill) Discussed draft legislation to commemorate the 75th Anniversary of Social Security and the importance of the Social Security program to beneficiaries and future beneficiaries. (no bill) H.R. 5001, the BASIC Act - Reviewed legislation to prorate Social Security benefits for a surviving spouse for the month a beneficiary passes away and to adjust the lump sum death payment. Discussed draft legislation to exempt withdrawals from an individual's retirement account from the 10% penalty during times of high unemployment. (no bill) H.R. 3081, Continuing Resolution, FY 2011 - Lobbied for increased funding of SSA Administrative expenses to reduce disability claim backlog and improve customer service. H.R. 6099/S. 3760, the Automatic IRA Act of 2010 - Lobbied for introduction and cosponsorship of legislation to provide automatic indivudual retirement accounts, funded via payroll deduction, to individuals who work for an employer of a particular size and tenure who does not currently offer a retirement vehicle to their employees. H.R. 5834, the Preserving Our Promise to Seniors Act - Reviewed legislation to provide a new consumer price index for calculating annual Social Security cost-of-living adjustments, to provide $250 to beneficiaries in years where there is no COLA, and establishes a point of order against certain changes to Social Security. H.R. 5987, the Seniors Protection Act of 2010 - Reviewed legislation to provide $250 to Social Security beneficiaries in the event there is no COLA in 2011. Discussed implications of the President's Fiscal Commission on Social Security. (no bill) Lobbied to prevent the use of Social Security to pay down the federal deficit. (no bill)

Discussed AARP's 2010 Advocacy Agenda with members of Congress and their staff. (No bill) H.R.946/S.574 Plain Language Act - Discussed using plain language in financial disclosure. H.R.2920 Statutory Pay-As-You-Go Act - Discussed potential impact of legislation on important programs affecting the elderly. Discussed proposal to create a House Special Committee on Aging to mirror the Senate Special Committee on Aging (no bill number). H.J. Res.45, Statutory Debt Limit - Lobbied to defeat the Conrad-Gregg amendment. Discussed President's Deficit Reduction Commission as it pertains to Social Security/retirement security. (no bill)

H.R.3590, Patient Protection and Affordable Care Act - Lobbied in support of and on implementation of health care legislation that would reform the health care system to provide affordable quality health care and expand access to long-term services and supports. Provided information on the need for nursing education capacity and the retention of newer and older nurses in the workplace (no bill). S.1569/H.R.3185, Medicare Graduate Nursing Education Act - Advocated for modernizing Medicare funding so that nursing education funds are directed to advanced nurse practice programs to help produce more highly-skilled nurses to care for the Medicare population. (no bill) S. 623/HR 1558, Pre-existing Condition Patient Protection Act of 2009 - Lobbied in support of bill that would prohibit insurers from denying health insurance or delaying coverage for people with pre-existing conditions. H.R. 2778, Health Equity and Accountability through Research Act of 2009 - Lobbied in support of bill that would address racial and ethnic disparities in care. S. 979/HR 2360, Small Business Health Options Programs Act - Lobbied in support of bill that would establish a nationwide health insurance purchasing pool for small businesses and the self-employed that would offer a choice of private health plans and make health coverage more affordable, predictable and accessible. S.1213, Patient-Centered Outcomes Research Act - Lobbied in support of bill that would create a public-private partnership to conduct and disseminate comparative effectiveness research. S. 726/H.R. 1427, Promoting Innovation and Access to Life Saving Medicines - Discussed legislation which would create a pathway for approval of safe, effective biosimilar and generic biologic drugs. H.R. 3090, Health Equity and Accountability Act - Discussed need to end racial and ethnic disparities in care. Labor, HHS, Education and Related Agencies Appropriations Act FY 2011 - Lobbied for funding for healthcare services, research and training involving NIH, AHRQ, CMS, HRSA, HHS and AOA. (no bill) H.R. 4872, Health Care and Education Reconciliation Act - Lobbied in support of health care law which makes improvements such as closing the Part D coverage gap, in the Patient Protection and Affordable Care Act and implementation of some provisions. Provided comment letter to HHS on their draft Strategic Framework on Multiple Chronic Conditions. (no bill number) H.R. 5364, Special Care Dentistry Act - Discussed bill that would require states to provide oral health coverage for aged, blind, or disabled individuals through a separate state adult dental program, with 100% federal match. H.R. 4213, American Workers, State and Business Relief Act/American Jobs and Closing Tax Loopholes Act - Lobbied for extension of UI, COBRA, FMAP, and SGR.

Discussed AARP's 2010 Advocacy Agenda with members of Congress and their staff. (No bill) H.R.946/S.574 Plain Language Act - Discussed using plain language in financial disclosure. H.R.2920 Statutory Pay-As-You-Go Act - Discussed potential impact of legislation on important programs affecting the elderly. Discussed proposal to create a House Special Committee on Aging to mirror the Senate Special Committee on Aging (no bill number). H.J. Res.45, Statutory Debt Limit - Lobbied to defeat the Conrad-Gregg amendment. Discussed President's Deficit Reduction Commission as it pertains to Social Security/retirement security. (no bill)

Discussed AARP's 2010 Advocacy Agenda with members of Congress and their staff. (No bill) H.R.946/S.574 Plain Language Act - Discussed using plain language in financial disclosure. H.R.2920 Statutory Pay-As-You-Go Act - Discussed potential impact of legislation on important programs affecting the elderly. Discussed proposal to create a House Special Committee on Aging to mirror the Senate Special Committee on Aging (no bill number). H.J. Res.45, Statutory Debt Limit - Lobbied to defeat the Conrad-Gregg amendment.

H.R.3590, Patient Protection and Affordable Care Act - Lobbied in support of health care legislation that would reform the health care system to provide affordable quality health care and expand access to long-term services and supports. Provided information on the need for nursing education capacity and the retention of newer and older nurses in the workplace (no bill). Discussed the need for bipartisan action on health care reform legislation, such as affordable and accessible quality healthcare with a focus on the 50-64 year old population. (no bill) Discussed healthcare reform and issues around the public plan option (no bill). S.1569/H.R.3185 Medicare Graduate Nursing Education Act - Advocated for modernizing Medicare funding so that nursing education funds are directed to advanced nurse practice programs to help produce more highly-skilled nurses to care for the Medicare population. (no bill) S. 623/HR 1558, Pre-existing Condition Patient Protection Act of 2009 - Lobbied in support of bill that would prohibit insurers from denying health insurance or delaying coverage for people with pre-existing conditions. H.R. 2778, Health Equity and Accountability through Research Act of 2009 - Lobbied in support of bill that would address racial and ethnic disparities in care. S. 979/HR 2360, Small Business Health Options Programs Act - Lobbied in support of bill that would establish a nationwide health insurance purchasing pool for small businesses and the self-employed that would offer a choice of private health plans and make health coverage more affordable, predictable and accessible. H.R. 3200, America's Affordable Health Choices Act/S. 1679, Americas Health Choices Act/S.1796 America's Healthy Future Act ) Discussed need for affordable quality healthcare, delivery system reform, ending age discrimination in the health insurance industry, ending rating by health condition or any proxy, closing the doughnut hole, creating a pathway for generic biologics, allowing and funding states to provide home and community based services, creating a transitional benefit or other transitional care provisions in medicare and expanding the asset limit to qualify for low-income programs in medicare, establishing CLASS program. S.1213, Patient-Centered Outcomes Research Act - Lobbied in support of bill that would create a public-private partnership to conduct and disseminate comparative effectiveness research. S. 726/H.R. 1427, Promoting Innovation and Access to Life Saving Medicines - Discussed legislation which would create a pathway for approval of safe, effective biosimilar and generic biologic drugs. H.R. 3090, Health Equity and Accountability Act - Discussed need to end racial and ethnic disparities in care. Labor, HHS, Education and Related Agencies Appropriations Act FY 2011 - Lobbied for funding for healthcare services, research and training involving NIH, AHRQ, CMS, HRSA, HHS and AOA. (no bill) H.R. 4872, Health Care and Education Reconciliation Act - Lobbied in support of health care legislation which makes improvements such as closing the Part D coverage gap, in the Patient Protection and Affordable Care Act.

Discussed AARP's 2009 Advocacy Agenda with members of Congress and their staff. (No bill) H.R.946/S.574 Plain Language Act - Discussed using plain language in financial disclosure H.R.2847 Commerce, Justice, Science Appropriations bill for FY 2010-Lobbied in support of funding for various agencies with bill's jurisdiction, including the Legal Services Corporation, Census Bureau, and the Telecommunications and Information Administration (DTV converter box coupon and outreach services). H.R.2920 Statutory Pay-As-You-Go Act - Discussed legislation. Discussed proposal to create a House Special Committee on Aging to mirror the Senate Special Committee on Aging (no bill number).

Discussed AARP's 2009 Advocacy Agenda with members of Congress and their staff. (No bill) H.R.946/S.574 Plain Language Act - Discussed using plain language in financial disclosure H.R.2847 Commerce, Justice, Science Appropriations bill for FY 2010-Lobbied in support of funding for various agencies with bill's jurisdiction, including the Legal Services Corporation, Census Bureau, and the Telecommunications and Information Administration (DTV converter box coupon and outreach services). H.R.2920 Statutory Pay-As-You-Go Act - Discussed legislation. Discussed proposal to create a House Special Committee on Aging to mirror the Senate Special Committee on Aging (no bill number).

H.R.1159, To amend the Internal Revenue Code of 1986 to provide special rules for investments lost in a fraudulent Ponzi-type scheme-Contacted Congressman's Meek's office to explore support of a bill that offers some relief to victims of Ponzi schemes. Lobbied for reintroduction of auto-IRA, a bill that would require an automatic workplace retirement savings plan for an estimated 50 million employees (no bill). Lobbied for introduction of legislation that would expand the savers credit so that more modest income individuals can benefit from it. (no bill number) Discussed Auto-IRA, a bill that would require an automatic workplace retirement savings plan for an estimated 50 million employees; legislation that would end the age cap in the earned income tax credit; legislation that would expand the savers credit so that more modest income individuals can benefit from it; and on the inappropriate application of withholding tables that implement Make Work Pay to pension and other retirement income. (no bill) Met with Democratic Policy Counsel staff on: Auto-IRA, a bill that would require an automatic workplace retirement savings plan for an estimated 50 million employees would end the age cap in the earned income tax credit; that would expand the savers credit so that more modest income individuals can benefit from it; weatherization; modernizing the poverty measure; and modernizing the asset tests that are used to determine eligibility for federal benefits. (no bill) Met with the Vice-President's staff on: Auto-IRA, a bill that would require an automatic workplace retirement savings plan for an estimated 50 million employees; legislation that would end the age cap in the earned income tax credit; legislation that would expand the savers credit so that more modest income individuals can benefit from it; weatherization; modernizing the poverty measure; and modernizing the asset tests that are used to determine eligibility for federal benefits. (no bill) Discussed the need for bipartisan action on long-term financial security. (no bill) Discussed preferred Social Security options. (no bill) Discussed implications of no Social Security COLA.(no bill) Discussed disability backlog process and administration issues, including participation on SSA Advisory Future Systems Technology Panel (Nancy LeaMond, panelist). Advocated for retirement security for family caregivers. H.R. 3536, Social Security COLA Fix for 2010 Act -Discussed implications of legislation responding to the lack of a Social Security COLA in 2010. H.R. 3557- To provide an emergency cost-of-living increase for Social Security Benefits for 2010. Discussed implications of legislation introduced to respond to the lack of a Social Security COLA for 2010. H.R.3572, COLA Assistance Act of 2009-Discussed implications on legislation introduced to respond to the lack of a Social Security COLA for 2010. S. 1685/H.R.3597, Emergency Senior Citizens Relief Act of 2009 - Discussed implications of legislation introduced to respond to the lact of a Cocial Security COLA for 2010. H.R. 3691, Seniors and Veterans Economic Stimulus Act of 2009 - Discussed implications of legislation introduced to respond to the lack of a Social Security COLA for 2010. H.R. 3672, Social Security COLA Fix for 2010 Act - Discussed implications of legislation introduced to respond to the lack of a Social Security COLA for 2010. H.R. 3677, Save Our Seniors Social Security Act of 2009 - Discussed implications of legislation introduced to respond to the lack of a Social Security COLA for 2010. H.R. 3810, Emergency Senior Citizens Relief Act of 2009 - Discussed implications of legislation introduced to respond to the lack of a Social Security COLA for 2010. S. 2926 Economic Fairness for Seniors Act - Discussed legislation that would allow premiums for Medicare Part B to remain at 2009 levels for all beneficiaries, providing Social Security beneficiaries with $250 in economic relief in response to the lack of a cost-of-living adjustment for 2010 and converting from the CPI-W to the CPI-E. H.R. 4126, the Retirement Fairness Act of 2009 - Reviewed and discussed legislation "to prevent the overstatement of benefits payable to non-highly compensated employees under qualified plans, and for other purposes."

Discussed AARP's 2009 Advocacy Agenda with members of Congress and their staff. (No bill) H.R.946/S.574 Plain Language Act - Discussed using plain language in financial disclosure H.R.2847 Commerce, Justice, Science Appropriations bill for FY 2010-Lobbied in support of funding for various agencies with bill's jurisdiction, including the Legal Services Corporation, Census Bureau, and the Telecommunications and Information Administration (DTV converter box coupon and outreach services). H.R.2920 Statutory Pay-As-You-Go Act - Discussed legislation.