DEBORAH CHALFIE

H.R. 4610, Receiving Electronic Statements to Improve Retiree Earnings Act - Opposed permitting electronic delivery to be the default method for providing important retirement plan disclosures and notices. 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. 2753, Commission on Retirement Security Act of 2018 - Discussed bill. Discussed Congressional Multiemployer Pension Plan Committee. H.R. 854, the Retirement Security for American Workers Act; H.R. 4158, the Retirement Plan Modernization Act; H.R. 4604, the Increasing Access to a Secure Retirement Act; and H.R. 4610, the Receiving Electronic Statements to Improve Retiree Earnings Act - Sent letter to the US House Committee on Education and the Workforce on pending retirement bills. H.R. 4547, Strengthening Protections for Social Security Beneficiaries Act of 2018 - Sent letter in support for bill. Discussed women's retirement issues. Discussed consideration of paid leave programs as part of Social Security system. Discussed Windfall Elimination Provision in Social Security. Discussed small employer retirement incentives. S. 2526, Retirement Enhancement and Savings Act - Sent letter in support of bill. S. 2474, Retirement Savings Lost and Found Act of 2018 - Discussed bill. Met with SSA staff at their request to discuss how to make their website more user-friendly. H.R. 6084, Improving Social Security's Service to Victims of Identity Theft Act - Sent letter in support of bill. H.R. 1512, Social Security Child Protection Act of 2018 - Sent letter in support of bill. Discussed support for the Department of Labor (DOL) Fiduciary rule and concerns regarding the Security and Exchange Commission (SEC) proposed best interest standard. Discussed retirement issues relevant to tax reform. Discussed family caregiving and retirement security including (P.L. 115-119) RAISE Family Caregivers Act, and (S. 1151/H.R. 2505) Credit for Caring Act with GAO staff. Lobbied on paid leave thru Social Security (no bill); S. 337, FAMILY Act

H.R. 2650/S. 443, Protecting Older Workers Against Discrimination Act - Supported bill. H.R. 4/S. 1405, FAA Reauthorization Act of 2018 - Opposed to imposition of mandatory retirement age for pilots. H.R. 5952/S. 3072, Commerce, Science & Justice Appropriations bill for FY 2019 - Lobbied in support of Legal Services Corporation, full funding for Census Bureau American Community Survey, and in opposition to policy riders affecting access to the Internet.

Discussed support for the Department of Labor (DOL) Fiduciary rule. Discussed retirement issues related to tax and pensions. S. 2526, Retirement Enhancement and Savings Act of 2018 - Supported Hatch-Wyden legislation to make improvements in private sector retirement plans. H.R. 4547, Strengthening Protections for Social Security Beneficiaries Act of 2018 - Supported Johnson-Larson bill to strengthen Social Security representative payee oversight. Discussed Social Security benefit issues. (no bill) Discussed private retirement savings issues. (no bill) Attended Senate HELP Roundtable on retirement security of nonstandard workers.

S. 1885, AV START Act - Discussed autonomous vehicles and improvements to bill. Discussed traffic safety and older pedestrians. Discussed safe road design for all users of the road. H.R. 4, FAA Reauthorization Act of 2018 - Discussed opposition due to mandatory retirement of pilots.

Discussed support for the Department of Labor (DOL) Fiduciary rule. Discussed retirement issues related to tax and pensions. S. 2526, Retirement Enhancement and Savings Act of 2018 - Supported Hatch-Wyden legislation to make improvements in private sector retirement plans. H.R. 4547, Strengthening Protections for Social Security Beneficiaries Act of 2018 - Supported Johnson-Larson bill to strengthen Social Security representative payee oversight. Discussed Social Security benefit issues. (no bill) Discussed private retirement savings issues. (no bill) Attended Senate HELP Roundtable on retirement security of nonstandard workers.

S. 443/H.R. 2650, Protecting Older Workers Against Discrimination Act - Supported bill. H.R. 4219, Workflex in the 21st Century Act - Discussed ERISA issues with House staff. H.R. 4, FAA Reauthorization Act of 2018 - Discussed opposition due to mandatory retirement of pilots.

S. 443/H.R. 2650, Protecting Older Workers Against Discrimination Act - Supported bill. H.R. 1313, Preserving Employee Wellness Programs Act - Opposed bill and any weakening of civil rights protections. Discussed activities to commemorate 50th Anniversary of the Age Discrimination in Employment Act with congressional staff and EEOC. Discussed workforce development reforms to better serve older workers (no bill).

H.R. 3778, Direct Creation, Advancement, and Retention of Employment (CARE) Opportunity Act - Discussed bill. S. 443, H.R. 2650, Protecting Older Workers Against Discrimination Act - Supported bill. H.R. 1313, Preserving Employee Wellness Programs Act - Opposed bill. Discussed activities to commemorate 50th Anniversary of the Age Discrimination in Employment Act with congressional staff and EEOC.

Discussed direct care workforce bill (no bill number). H.R. 1313, Preserving Employee Wellness Programs Act - Opposed bill. S. 443, H.R. 2560, Protecting Older Workers Against Discrimination Act. ADEA @ 50 EEOC Hearing - Testified in support of stronger protections. Discussed activities to commemorate the 50th Anniversary of the Age Discrimination in Employment Act with EEOC Commissioners and staff.

H.R. 1628, American Health Care Act (H.R. 1628) and Better Care Reconciliation Act (H.R. 1628) - Discussed opposition to the bill because of provisions regarding the age tax, changes to Medicaid, pre-existing conditions, and Medicare. Shared data on the impact of the legislation, including state data. Discussed priorities for older adults in health care reform legislation including Medicare, private health insurance/age tax, Medicaid, and prescription drugs. H.R. 1313, Preserving Employee Wellness Programs Act - Opposed bill. Discussed health care tax provisions - Sent letter to House and Senate committee leadership addressing preservation of tax exempt status of employer-sponsored insurance coverage, maintenance of tax subsidies for lower- and moderate-income Americans to purchase health insurance coverage in health care marketplaces, the creation of a new, non-refundable tax credit for working family caregivers, and the retention of the medical expense itemized deduction. H.J. Res. 99 (P.L. 115-30), H.R.244, Consolidated Appropriations Act 2017 (P.L. 115-31), (no bill numbers) Labor-HHS Appropriations bill for FY 2018 and Transportation-HUD Appropriations bill for FY 2018 - Lobbied in support of increased funding for CMS' state survey and certification program and opposition to hostile policy riders re Patient Protection and Affordable Care Act, and various related medical care research and supportive services.

H.R. 1313, Preserving Employee Wellness Programs Act - Opposed bill. S. 443, H.R. 2560, Protecting Older Workers Against Discrimination Act. ADEA @ 50 EEOC Hearing - Testified in support of stronger protections. EEOC. Discussed activities to commemorate the 50th Anniversary of the Age Discrimination in Employment Act with EEOC Commissioners and staff. H.J. Res. 99 (P.L. 115-30), H.R.244, Consolidated Appropriations Act 2017 (P.L. 115-31), (no bill numbers) Commerce, Science & Justice Appropriations bill for FY 2018, Energy & Water Appropriation bill for FY 2018 and Financial Services & General Government Appropriations bill for FY 2018 - Lobbied in support of Legal Services Corporation, full funding for Census Bureau American Community Survey and in opposition to policy riders affecting access to the Internet.

H.Res.66, H.Res.67, S.Res.33, S.Res.34 - Lobbied to prevent revocation of the Department of Labor's guidance to state and municipal-facilitated retirement savings programs under the Congressional Review Act. Discussed support for the DOL Fiduciary rule. H.R. 2028 (Public Law 114-254) - Further Continuing and Security Assistance Appropriations Act, 2017 - Lobbied in opposition to hostile policy riders concerning DOL fiduciary duty rules. Met with the SSA and OMB regarding SSA FY 2017 and FY 2018 funding levels and reviewed comments and testimony regarding Representative Payee Program. Discussed conceptual draft of bill regarding electronic disclosures regarding retirement plans. H.R. 624, Social Security Fraud Prevention Act of 2017 - Endorsed bill. Supported bill that requires the Social Security Administration to remove Social Security Numbers from mailings when their use is unnecessary (MAIL Act, no bill number this Congress).

H.R. 1313, Preserving Employee Wellness Programs Act - Opposed bill. S. 443, Protecting Older Workers Against Discrimination Act - Supported bill. Discussed activities to commemorate the 50th Anniversary of the Age Discrimination in Employment Act.

H.R. 2028 (Public Law 114-254) - Further Continuing and Security Assistance Appropriations Act, 2017 - Lobbied in opposition to policy riders adverse to AARP interests. H.R. 628/S. 218, Social Security Fraud Prevention Act - Supported bill. H.R. 1313, Preserving Employee Wellness Programs Act - Opposed bill. S. 443, Protecting Older Workers Against Discrimination Act - Supported bill. Discussed activities to commemorate the 50th Anniversary of the Age Discrimination in Employment Act.

H.R.1628, American Health Care Act of 2017 - Lobbied in opposition to the bill. Discussed support for medical expense deduction. H.R. 708, State Age Rating Flexibility Act of 2017 - Discussed opposition to bill. Sent letter to House Energy and Commerce Committee. H.R. 1121, Pre-Existing Conditions Protection Act of 2017 - Discussed bill. H.R. 708/H.R.1628 - Provided information on the age tax and its impact on older adults. Discussed priorities for older adults in health care reform legislation including Medicare, private health insurance/age tax, Medicaid, and prescription drugs. S. 191, Patient Freedom Act of 2017 - Discussed bill. Discussed health care reform generally. H.R. 2028 (Public Law 114-254) - Further Continuing and Security Assistance Appropriations Act, 2017 - Lobbied in support of increased funding for CMS' state survey and certification program and opposition to hostile policy riders re Patient Protection and Affordable Care Act. H.R. 1313, Preserving Employee Wellness Programs Act - Opposed bill. Discussed health care tax provisions - Sent letter to House and Senate committee leadership addressing preservation of tax exempt status of employer sponsored insurance coverage, maintenance of tax subsidies for lower- and moderate-income Americans to purchase health insurance coverage in health care marketplaces, the creation of a new, non-refundable tax credit for working family caregivers, and the retention of the medical expense itemized deduction.

Discussed Affordable Care Act Medicaid expansion issues, including AARP comments on state 1115 waiver proposals to expand Medicaid. Discussed employer wellness programs and the ACA. (no bill) Responded to inquiry regarding marketplaces. (no bill) H.R. 1270, The Restoring Access to Medications Act - Discussed bill with Hill staffers. H.R. 2, Medicare Access and CHIP Reauthorization Act of 2015 - Discussed Sustainable Growth Rate with Hill staffers. Discussed Medicare Supplemental Insurance with Hill staffers. (no bill) Discussed the Affordable Care Act with Hill staffers. (no bill) Discussed Medicare Advantage with Hill staffers. (no bill) S.Con.Res.11, Budget Resolution, FY 2016 - Lobbied to protect various programs serving Americans age 50 and above, including employment training, health and human services, and energy assistance for seniors, the disabled and other low-income assistance. 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. 2570, Strengthening Medicare Advantage through Innovation and Transparency for Seniors of 2015 - staff discussions. H.R. 2581, Preservation of Access for Seniors in Medicare Advantage Act of 2015 - staff discussion. H.R. 588, Medicare Beneficiary Preservation of Choice Act of 2015 - staff discussions. Sent email communication about AARP paper on generic drug prices. Sent email communication on the 21st Century Cures legislation. Sent invitation for the AARP Foundation and Feeding Americas Facing Hunger After Fifty briefing. HR 1270, S.709 - Restoring Access to Medication Act - meetings, calls and emails urging support. H.R. 3590, Helping Every American Limit Their Health Expenses Act - Provided feedback to members offices. S.1397, Value Based Insurance Design Seniors Copayment Reduction Act of 2015 - met with Senate Finance Committee D and R Staff and spoke with personal staff on both sides. Reached out to W&M staff on Cadillac Tax. Provided feedback to staff on draft bill to provide safe harbor to HSA use in high-deductible health plans. Discussed Affordable Care Act Medicaid expansion issues, including AARP comments on state 1115 waiver proposals to expand Medicaid. Discussed Medicare-Medicaid integration efforts and financial alignment demonstrations, other CMS demonstration initiatives (no bill number). S. 192, Discussed Older Americans Act reauthorization legislation. Discussed older worker employment programs including the Senior Community Service Employment Program (SCSEP) under the Older Americans Act. Discussed nutrition programs including the Supplemental Nutrition Assistance Program (SNAP). H.R.1220, S.624, Discussed the removing barriers to Colorectal Cancer Screening Act.

Discussed potential DOL and SEC fiduciary duty rules. (no bill) Discussed industry user fees as a method to fund the periodic examination of registered investment advisors. (no bill) Lobbied in favor of the DOL moving forward with a rulemaking to eliminate conflicts of interest in financial advice provided to individulas saving for their retirment in an ERISA plan. (no bill) Lobbied in favor of the Administration supporting state-based retirement savings solutions. (no bill) Sent letter to Members of Congress on the Social Security rules change in the House Budget Resolution. (no bill) Sent letters to House Ways and Means and Senate Budget committees on SSDI reallocation. (no bill) Met with Senate staff on Social Security, SSDI and retirement security issues, multiemployer pension issues, fiduciary duty issues and retirement fees. S. 245, Automatic IRA Act of 2015 - Met with Senate staff on the Automatic IRA Act of 2015. Met with House staff on SSDI and SSDI related budget issues, multiemployer pensions, and retirement issues. (no bill) Met with Treasury Department staff on MyRA. (no bill) Met with PBGC staff on multiemployer pensions and other retirement plan issues. (no bill) Met with Treasury, DOL, and PBGC staff on multiemployer pensions. (no bill) Discussed state retirement issues with DOL and White House staff. (no bill) Met with SSA staff about Social Security Administration issues. (no bill) Met with PBGC Participant Advocate about retirement issues. (no bill) S.Con.Res.11/H.Con.Res.27, Budget Resolution, FY2016 - Lobbied to prevent inclusion of any Social Security, Medicare and Medicaid cuts. Lobbied to enhance SSA program integrity funding without compromising SSA service delivery for all earned benefits. (no bill) Discussed measures to increase pension coverage and improve retirement savings. (no bill) H.R. 5306, Discussed Social Security 2100 Act. Discussed DOL Conflict of Interest rule with Dep't of Treasury staff. Met with Treasury, OIRA and OMB in support of DOL Conflict of Interest proposal (no bill). Sent letters to DOL, Members of Congress and House Education and Workforce Commmittee in support of DOL Conflict of Interest proposal. Briefed staff for the Senate Financial Serivces Committee and the House Financial Services, Education and Workforce Committee on DOL Conflict of Interest rulemaking.

Discussed Affordable Care Act Medicaid expansion issues, including AARP comments on state 1115 waiver proposals to expand Medicaid. Discussed Medicare-Medicaid integration efforts and financial alignment demonstrations, and other CMS demonstration initiatives. (no bill) S. 192, Older Americans Act - Discussed Older Americans Act reauthorization legislation. Discussed employer wellness programs and the ACA. (no bill) Discussed the Removing Barriers to Colorectal Cancer Screening Act. (no bill) Responded to inquiry regarding marketplaces. (no bill) Made inquiry related to the Advisory Council on Alzheimer's, Research, Care and Services. (no bill) H.R.1270, The Restoring Access to Medications Act - Discussed bill with Hill staffers. H.R. 2, Medicare Access and CHIP Reauthorization Act of 2015 - Discussed Sustainable Growth Rate with Hill staffers. Discussed Medicare Supplemental Insurance with Hill staffers. (no bill) Discussed the Affordable Care Act with Hill staffers. (no bill) Discussed Medicare Advantage with Hill staffers. (no bill) S.Con.Res.11, Budget Resolution, FY 2016 - Lobbied to protect various programs serving Americans age 50 and above, including employment training, health and human services, and energy assistance for seniors, the disabled and other low-income assistance. S. 1695, Labor, HHS, Education and related agencies, Approrpiations Committee/FY2016 - Lobbied to protect various health care, supportive services and nutrition programs serving seniors. H.R.2570, Strengthening Medicare Advantage through Innovation and Transparency for Seniors of 2015 - staff discussions. H.R.2581, Preservation of Access for Seniors in Medicare Advantage Act of 2015 - staff discussion. H.R.588, Medicare Beneficiary Preservation of Choice Act of 2015 - staff discussions. Sent email communication about AARP paper on generic drug prices. Sent email communication on the 21st Century Cures legislation.

Discussed AARP opposition to requiring additional information of voter registrants under NVRA. (no bill) Discussed AARP opposition to unnecessary citizenship documentation of registrants.(no bill) Discussed supporting the right to vote amendment. (no bill) Discussed AARP opposition to conduct of Elections bills that would terminate the Election Assistance Commission. (no bill) Sent letter of endorsement on the Voting Rights Act Amendment. (no bill) Met with Senate staff regarding support for bill to restore legal standards on employment discrimination. (no bill) Met with EEOC Commissioners and staff regarding enforcement of ADEA. (no bill) Met with Hill staff and staff for EEOC and Executive Office of the President regarding civil rights. (no bill)

Discussed implementation of the Department of Labor's final regulations on minimum wage and overtime for home care workers and related litigation. (no bill) Met with Senate staff regarding support for bill to restore legal standards on employment discrimination. (no bill) Met with EEOC Commissioners and staff regarding enforcement of ADEA. Met with Hill staff and staff for EEOC and Executive Office of the President, regarding the civil rights implications of Discriminatory employer-sponsored wellness programs; sent letter to Senate Committee. (no bill) Discussed the legal challenges to recent regulations requiring minimum wage and overtime pay for home care workers. (no bill) Prepared information for communications with Hill staff regarding proposals on paid sick leave and paid family and medical leave. (no bill)

Discussed implementation of the Department of Labor's final regulations on minimum wage and overtime for home care workers and related litigation. (no bill) Met with Senate staff regarding support for bill to restore legal standards on employment discrimination. (no bill) Met with EEOC Commissioners and staff regarding enforcement of ADEA. Met with Hill staff and staff for EEOC and Executive Office of the President, regarding the civil rights implications of Discriminatory employer-sponsored wellness programs; sent letter to Senate Committee. (no bill) Discussed the legal challenges to recent regulations requiring minimum wage and overtime pay for home care workers. (no bill) Prepared information for communications with Hill staff regarding proposals on paid sick leave and paid family and medical leave. (no bill)

H.R. 2468, Safe Streets Act of 2013 - Discussed Complete Streets which is now Safe Streets Act of 2013. Drafted policy statement presented to Presidential Commission on Election Administration. (no bill)H.R. 2403, Opposing requiring additional info of voter registrants under NVRA. H.R. 2409, Opposing unnecessary citizenship documentation of registrants. H.J. Res. 44, Supporting the right to vote amendment. H.R. 2852/S.1391, Protecting Older Workers Against Discrimination Act - Urged support for this bill to restore legal standards on employment discrimination. H.R. 1994, Election Assistance Commission Termination - Oppose conduct of Elections bills that would terminate the Election Assistance Commission. H. R. 3688, Ex-Offender Voter Registration Act of 2013 - Monitor and provide feedback on Felon Voting Rights that would direct Federal Bureau of Prisons to provide voter registration cards to Federal prisoners upon prison release. Discussed pending voting rights legislation with DOJ officials. H.R. 3899/S. 1945, the Voting Rights Act Amendments of 2014 - Sent letter of endorsement. Employer-sponsored wellness programs - met with EEOC about civil rights implications of these programs. Age Discrimination - Met with EEOC about enforcement of ADEA. (no bill) Disability Rights - Filed comments with EEOC regarding Federal Government's role as model employer of persons with disabilities.

Labor, Health and Human Services Appropriations, 2015 - Lobbied to protect job training, and employee retiree benefits. (no bill) S. 1391/H.R. 2852, Protecting Older Workers Against Discrimination Act - Urged support for this bill to restore legal standards on employment discrimination.H.J. Res. 124, Continuing Appropriations Resolution, 2015 - Lobbied to protect job training, equal employment and employee retiree benefits. S. 2532, Extension of Emergency Unemployment Insurance - Supported renewal of program and opposed using Social Security disability funds to pay for it. Discussed implementation of FLSA final regulation regarding minimum wage and overtime for home care workers. H.R. 803, Workforce Innovation and Opportunity Act - Supported passage of bill. Disability Rights - Filed comments with EEOC regarding federal goverment 's role as a model employer of persons with disabilities. Discussed implementation of regulations as home care worker wage protections with DOL.

Labor, Health and Human Services Appropriations, 2015 - Lobbied to protect job training, and employee retiree benefits. (no bill) S. 1391/H.R. 2852, Protecting Older Workers Against Discrimination Act - Urged support for this bill to restore legal standards on employment discrimination.H.R. 3547/H.J.R. 59/H.R. 2775/H.J.R. 106, Consolidated Appropriations Act, 2014 - Lobbied to protect job training, equal employment and employee retiree benefits. S. 1797/S.1845/H.R. 3979, Extension of Emergency Unemployment Insurance - Supported renewal of program and opposed using Social Security disability funds to pay for it. Discussed implementation of FLSA final regulation regarding minimum wage and overtime for home care workers. H.R. 803, Workforce Innovation and Opportunity Act - Supported passage of bill.

H.R. 2468, Safe Streets Act of 2013 - Discussed Complete Streets which is now Safe Streets Act of 2013. Drafted policy statement presented to Presidential Commission on Election Administration. (no bill)H.R. 2403, Opposing requiring additional info of voter registrants under NVRA. H.R. 2409, Opposing unnecessary citizenship documentation of registrants. H.J. Res. 44, Supporting the right to vote amendment. H.R. 2852/S.1391, Protecting Older Workers Against Discrimination Act - Urged support for this bill to restore legal standards on employment discrimination. S. 878/H.R. 1844, Arbitration Fairness Act - AARP on record in support of bill. H.R. 1994, Election Assistance Commission Termination - Oppose conduct of Elections bills that would terminate the Election Assistance Commission. H. R. 3688, Ex-Offender Voter Registration Act of 2013 - Monitor and provide feedback on Felon Voting Rights that would direct Federal Bureau of Prisons to provide voter registration cards to Federal prisoners upon prison release. Discussed pending voting rights legislation with DOJ officials. H.R. 3547/ H.J.R. 59/H.R. 2775, Consolidated Appropriations Act, 2014 - Opposed riders re: home health care FLSA regulations. Discussed funding under NAPA (no bill)

S. 1284, Labor, Health and Human Services Appropriations, 2014 - Lobbied to protect job training, and employee retiree benefits. S. 1391/H.R. 2852, Protecting Older Workers Against Discrimination Act - Urged support for this bill to restore legal standards on employment discrimination.S. 878/H.R. 1844, Arbitration Fairness Act - AARP went on record in support of bill. H.R. 3547/H.J.R. 59/H.R. 2775/H.J.R. 106, Consolidated Appropriations Act, 2014 - Lobbied to protect job training, equal employment and employee retiree benefits. S. 1797/S.1845/H.R. 3979, Extension of Emergency Unemployment Insurance - Supported renewal of program and opposed using Social Security disability funds to pay for it. Discussed implementation of minimum wage and overtime for home care workers and consumer-directed care. Discussed senior living industry. (no bill)

DOL Rulemaking on Wage Protection for Home Care Workers - Discussed with DOL issues surrounding implementation of the final regulations.S. 1284, Labor, Health and Human Services Appropriations, 2014 - Lobbied to protect job training, and employee retiree benefits. S. 1391/H.R. 2852, Protecting Older Workers Against Discrimination Act - Urged support for this bill to restore legal standards on employment discrimination. S. 815, Employment Nondiscrimination Act - Supported passage in the Senate. S. 1224/H.R. 2509, Civil Justice Tax Fairness Act - AARP went on record in support of bill. S. 878/H.R. 1844, Arbitration Fairness Act - AARP went on record in support of bill. S. 1747/S. 1797/S. 1845, Emergency Unemployment Compensation Extension Act of 2013 - Discussed support for renewal with Senate staff. H.J.R. 59/H.R. 2775, Continuing Appropriations Act, 2014 - Lobbied to protect job training, equal employment and employee retiree benefits.)

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)

H.R. 2468, Safe Streets Act of 2013 - Discussed Complete Streets which is now Safe Streets Act of 2013. Drafted policy statement presented to Presidential Commission on Election Administration. (no bill)Comment letter sent to HHS, DOL, and Treasury Department regarding proposed regulations on Wellness Programs. (no bill) H.R. 2403, Opposing requiring additional info of voter registrants under NVRA. H.R. 2409, Opposing unnecessary citizenship documentation of registrants. H.J. Res. 44, Supporting the right to vote amendment. H.R. 2051, Grandparent Tax Credit Act - Discussed Rep. Veasey's grandparent tax credit act. S. 1485, Age Act - Provided feedback. Urged EEOC Commissioners to take action against mandatory retirement policies. H.R. 2852/S.1391, Protecting Older Workers Against Discrimination Act - Discussed support for this bill. S. 1284, Labor, Health and Human Services Appropriations Act, 2014 - Opposed riders for interfering with equal employment and labor regulations.

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 support for legislation to restore ADEA standards law to pre-2009 state. (no bill)DOL Rulemaking on Wage Protections for Home Care Workers - Urged OIRA staff to approve issuance of final regulations, contingent upon inclusion of some key changes. Labor, Health and Human Services Appropriations, 2014 - Lobbied to protect job training, equal employment and employee retiree benefits. (no bill) Discussed Wellness Programs - submitted statement to EEOC urging it to update guidance to protect civil rights. (no bill) Discussed Mandatory Retirement and urged EEOC Commissioners to take action against mandatory retirement policies. (no bill) Discussed EEOC Enforcement and urged EEOC district offices to include age discrimination in enforcement plans; submitted written statement to House Committee praising recent regulatory and enforcement activities by EEOC. (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 Complete Streets. (no bill)Discussed support for legislation to restore ADEA standards to pre-2009 state. (no bill) Comment letter sent to EEOC regarding strategic enforcement priorities. (no bill) Comment letter sent to HHS, DOL, and Treasury Department regarding proposed regulations on Wellness Programs. (no bill)

Discussed support for legislation to restore ADEA standards law to pre-2009 state. (no bill) Comment letter sent to EEOC regarding strategic enforcement priorities. (no bill) H.R. 803, SKILLS Act - AARP opposed passage, urged House to vote no.Discussed our position on the Department of Labor's proposed rule regarding minimum wage and overtime for home care workers under the Fair Standards Act. DOL Rulemaking on Wage Protections for Home Care Workers - Urged OIRA staff to approve issuance of final regulations, contingent upon inclusion of some key changes.

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.

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 and where savings could be found without harming beneficiaries and protect discretionary services for vulnerable seniors. AARP Opposed cuts to Social Security, Medicare and Medicaid beneficiaries as part of any "fiscal cliff" deal. (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. 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) AARP Opposed further extension of payroll tax holiday. (no bill) Discussed with members of Congress concerns over deficit reduction, advocating for no cuts to Medicare, Medicaid and Social Security as part of any potential deficit reduction deal. Discussed the prevention of cuts to beneficiaries in the Medicare program. (no bill) Discussed the prevention of an increase in the age of eligibility in the Medicare program. (no bill) Discussed the patch to the Sustainable Growth Rate (SGR) in the Medicare program. (no 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.

S. 2189, Protecting Older Workers Against Discrimination Act - Supported legislation to restore law to its state before 2009 SCOTUS decision in Gross v. FBL Financial Services. Submitted comment letter to EEOC regarding strategic enforcement priorities. H.R.5326/S.2323, the Commerce, Science and Justice Appropriations bill for FY 2013 - Lobbied to protect/enhance Equal Employment Opportunity Commission funding, and opposed rider barring the EEOC from enforcing disparate impact regulations. Sent comment letters to EEOC regarding strategic enforcement priorities of the agency. 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)

Discussion of draft legislation to reauthorize SAFTEA-LU. AARP interests include increasing funding for public transit and special needs para-transit services, promotion of older driver and pedestrian safety, expanding adoption of planning and design features to better accommodate all roadway users and strengthening connections between transportation and land use planning. H.R. 1780/S.1056, Safe and Complete Streets Act - Discussion of legislation to require States and Metropolitan Planning Organizations to adopt complete streets policies to ensure that federally-funded improvements to roadways incorporate design changes that permit users of all ages and abilities to travel safely and conveniently. H.R. 4348/S.1813, Moving Ahead for Progress in the 21st Century, MAP 21 - Discussed the Surface transportation reauthorization bill, including pension-related amendments in financing title, supported addition of participant protections. 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-based rental assistance and Section 202 programs), elderly transit programs and to protect transportation enhancements.

S. 2189, Protecting Older Workers Against Discrimination Act - Supported legislation to restore law to its state before 2009 SCOTUS decision in Gross v. FBL Financial Services. Submitted comment letter to EEOC regarding strategic enforcement priorities. H.R.5326/S.2323, the Commerce, Science and Justice Appropriations bill for FY 2013 - Lobbied to protect/enhance Equal Employment Opportunity Commission funding, and opposed rider barring the EEOC from enforcing disparate impact regulations. Sent letter to White House regarding desired qualities in next nominee, to fill vacancy in EEOC.

Discussed draft legislation on Voter Modernization to Amend National Voter Registration Act of 1993 to promote use of Internet by state election officials in voter registration activities. (no bill) S.2323/H.R.5326, Commerce, Justice, Science and related agencies appropriations - Opposed rider barring EEOC from enforcing disparate impact relations. S. 2189, Protecting Older Workers Against Discrimination Act - Supported legislation to restore law to its state before 2009 SCOTUS decision in Gross v. FBL Financial Services. S.462/H.R. 2564, Elder Abuse Victims Act of 2011 - Discussed elder abuse issues. S. 464, End Abuse in Later Life Act of 2011 -Discussed elder abuse issues. S. 1263/H.R. 112, Silver Alert Act - Discussed elder abuse issues. Discussed the rights of elder GLBT persons in accessing public service and benefits. (no bill) Worked with coalition to discuss House and Senate strategies to remove barriers to voting emerging in state laws. (no bill) Submitted comment letter to EEOC regarding strategic enforcement priorities. S. 1744, Guardianship Accountability Act - To improve quality of guardianship protections and background checks. H.R. 4126, Voter I.D. Accessibility Act of 2012 - Amend VRA to require voter I.D. states to provide documentation without charge for certain populations. H.R. 5799, voter Empowerment Act - Combines several bills to strengthen access to voting under VRA and HAVA. Discussed Voting Rights issues. (no bill)

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. Sent letter to DOL urging caution on any expansion of electronic disclosures of pension documents and notices. H.R.4348/S.1813, Surface Transportation - Moving Ahead for Progress in the 21st Century Act - Supported addition of provisions to Revenue Provisions section to improve protections for pension participants. 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/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. 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. 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 various defined benefit/defined contribution pension reform proposals (no bill). Submitted written testimony to the Senate Banking Economic Policy Subcommittee for their March 28, 2012, hearing entitled "Retirement (in) security: Examining the Retirement Savings Deficit." 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) Lobbied 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 Amerivcans. The goal of this effort is to ensure that Americans have a say in any debate about these programs. Provides Phase1 results and Phase 2 objectives. (no bill) Submitted a letter to the House Judiciary Committee's Subcommittee on Immigration Policy and Enforcement for thsir April 18, 2012, hearing entitled "Document Fraud in Employment Authorization: How an E-Verify Requirement Can Help". (no bill) Discussed the 2012 Social Security Trustees Report. (no bill) Discussed Social Security's Future Systems Technology Advisory Panel (FSTA) with House Ways and Means Committee's Social Security Subcommittee's majority staff for their May 9, 2012, hearing on "the State of Social Security's Information Technology". (no bill) Discussed with GAO the current and future challenges faced by Social Security's Representative Payee program. GAO is undertaking the study to look at the history of the program, current and future challenges to managing the program, and other potential options for managing the program. (no bill) 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 aditional 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) Discussed Social Security provisions contained within the Rivlin/Domenici Bipartisan Policy Center Debt Reduction Task Force plan as it pertained to the June 19 Senate Finance Committee hearing entitled "Confronting the Looming Fiscal Crisis". (no bill) H.R. 4050, Retirement Plan Simplification and Enhancement Act of 2012 - Discussed concerns regarding expansion of electronic disclosures of pension documents and notices. Sent letter to DOL urging caution on any expansion of electronic disclosures of pension documents and notices. H.R. 4348/S.1813, "MAP-21" Moving Ahead for Progress in the 21st Century Act - Supported the addition of provisions to revenue provisions section to improve protections for pension participants. 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.

S. 2189, Protecting Older Workers Against Discrimination Act - Supported legislation to restore law to its state before 2009 SCOTUS decision in Gross v. FBL Financial Services. Submitted comment letter to EEOC regarding strategic enforcement priorities. S.2323/H.R.5326, Commerce, Justice, Science and Related Agencies Appropriations - Opposed rider barring the EEOC from enforcing disparate impact regulations. H.R.5326/S.2323, the Commerce, Science and Justice Appropriations bill for FY 2013 - Lobbied to protect/enhance Equal Employment Opportunity Commission 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 draft legislation on Voter Modernization to Amend National Voter Registration Act of 1993 to promote use of Internet by state election officials in voter registration activities. (no bill) S.2323/H.R.5326, Commerce, Justice, Science and related agencies appropriations - Opposed rider barring EEOC from enforcing disparate impact relations. S. 2189, Protecting Older Workers Against Discrimination Act - Supported legislation to restore law to its state before 2009 SCOTUS decision in Gross v. FBL Financial Services. S.462/H.R. 2564, Elder Abuse Victims Act of 2011 - Discussed elder abuse issues. S. 464, End Abuse in Later Life Act of 2011 -Discussed elder abuse issues. S. 1263/H.R. 112, Silver Alert Act - Discussed elder abuse issues. Discussed the rights of elder GLBT persons in accessing public service and benefits. (no bill) Worked with coalition to discuss House and Senate strategies to remove barriers to voting emerging in state laws. (no bill) Submitted comment letter to EEOC regarding strategic enforcement priorities. S. 1744, Guardianship Accountability Act - To improve quality of guardianship protections and background checks. H.R. 4126, Voter I.D. Accessibility Act of 2012 - Amend VRA to require voter I.D. states to provide documentation without charge for certain populations. H.R. 5799, voter Empowerment Act - Combines several bills to strengthen access to voting under VRA and HAVA.

S. 2189, Protecting Older Workers Against Discrimination Act - Supported legislation to restore law to its state before 2009 SCOTUS decision in Gross v. FBL Financial Services. Supported proposed final regulation on disparate impact agenda discrimination. Supported incorporation of age discrimination concerns in EEOC guidance or caregiver discrimination. H.R. 3630, Supported extension of Unemployment Insurance benefits and opposed imposition of burdensome eligibility requirements. Supported and suggested changes to proposed DOL regulations on the companionship exemption to the Fair Labor Standards Act.

Discussed demographics and priorities for AARP members and the 50+ population in general. (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. 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/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. 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. Discussed AARP's You've Earned A Say - A national conversation on the future of Social Security and Medicare with AARP memnbers and all Americans. The goal of this effort is to ensure that Americans have a say in any debate about these programs. (no bill) 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 various defined benefit/defined contribution pension reform proposals (no bill). Submitted written testimony to the Senate Banking Economic Policy Subcommittee for their March 28, 2012, hearing entitled "Retirement (in) security: Examining the Retirement Savings Deficit." 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)

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.

Discussed draft legislation on Voter Modernization to Amend National Voter Registration Act of 1993 to promote use of Internet by state election officials in voter registration activities. (no bill) Supported proposed final regulations on disparate impact age discrimination and urged more attention to age discriminatory hiring practices. Supported improvements for older workers in Workforce Investment Act Reauthorization of 2011. (no bill) Protecting Older Workers Against Discrimination Act - Discussion of draft legislation to restore law to its state before 2009 SCOTUS decision in Gross v. FBL Financial Services. (no bill) S.462/H.R. 2564, Elder Abuse Victims Act of 2011 - Discussed elder abuse issues. S. 464, End Abuse in Later Life Act of 2011 -Discussed elder abuse issues. S. 1263/H.R. 112, Silver Alert Act - Discussed elder abuse issues. Discussed the rights of elder GLBT persons in accessing public service and benefits. (no bill) Worked with coalition to discuss House and Senate strategies to remove barriers to voting emerging in state laws. (no bill)

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. 79, H.R. 2068, H. R. 2017, Labor-Health & Human Services, Education and Related Agencies Appropriations for FY 2012 - Lobbied for funding for LIHEAP. Sent letters to House and Senate LHHS Subcommittees on funding for Medicaid SSA, Older Americans Act supportive services, nutrition and family caregiver programs, LIHEAP, CLASS, and healthcare delivery reform and Affordable Care Act implementation. Discussed 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. (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. 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. Submitted written testimony to the Senate Finance Committee for July 26 hearing on the inclusion of Medicare and Medicaid and Social Security in deficit reduction conversations. (no bill) 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) Submitted a written statement to the Department of Labor's ERISA Advisory Council's Working Group's hearing on Hedge Funds and Private Equity Investments on August 31, 2011. (no bill) Submitted written testimony to the House Ways and Means Social Security Subcommittee for their July 8, 2011, hearing on Social Security's Finances. (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.

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.

Protecting Older Workers Against Discrimination Act - Discussion of draft legislation to restore law to its state before 2009 SCOTUS decision in Gross v. FBL Financial Services. (no bill) Discussion on the availability of flexible work options. (no bill) Discussion on research on the impact of pay inequity on retirement income. (no bill) Discussed proposed regulation on disparate impact discrimination and supported improvements for older workers in Workforce Investment Act Reauthorization of 2011. (no bill) Discussed employee wellness programs. (no bill)

Discussed draft legislation on Voter Modernization to Amend National Voter Registration Act of 1993 to promote use of Internet by state election officials in voter registration activities. (no bill) Discussed proposed regulations on disparate impact discrimination and supported improvements for older workers in Workforce Investment Act Reauthorization of 2011. (no bill) Protecting Older Workers Against Discrimination Act - Discussion of draft legislation to restore law to its state before 2009 SCOTUS decision in Gross v. FBL Financial Services. (no bill) S.462, Elder Abuse Victims Act of 2011 - Discussed elder abuse issues. S. 464, End Abuse in Later Life Act of 2011 -Discussed elder abuse issues. S. 1263/H.R. 112, Silver Alert Act - Discussed elder abuse issues. H.R. 672, Election Support Consolidation and Efficiency Act - Discussed voting rights laws and administration. Discussed the rights of elder GLBT persons in accessing public service and benefits. (no bill)

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.

H.R. 4213/S. Amdmt. 4425, Unemployment Compensation Extension Act of 2010 - Lobbied in support of extending UI benefits.