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Income and expense are whole-filing amounts associated with this lobbyist, not personal compensation or an allocated share.
No topic inference: each bill number appears in source LDA issue text assigned to this lobbyist.
Establishing the budget for the United States Government for fiscal year 2014 and setting forth appropriate budgetary levels for fiscal years 2015 through 2023.
Pub.Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation.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.Lobbied on expected "QM" safe harbor amendment. (The amendment was not offered) H.R. 83, Consolidated and Further Continuing Appropriation, 2015 - Lobbied for senior housing and transportation programs, and related community development aid. Discussed proposals to reform GSE's (Fannie Mae, Freddie Mac). (no bill) Submitted comments to HUD on Affirmatively Furthering Fair Housing. (no bill) S. 1217 - Discussed housing finance reform with Senate Banking Committee members and staff. 78 Federal Regulation #183, Credit Risk Retention Proposal - Filed comments with OCC, FED Res., FDIC, SEC, FHFA, and HUD in support of combining "ability to pay" (QM) with "Risk Retention" (QRM). 78 Federal Reg. #177, HECM Reform Proposal - Filed comments expressing concern over the proposed financial assessment for reverse mortgage eligibility. Met with Senate Banking Committee staff on GSE Reform. Discussed needed improvements to HECM program with HUD. Letter sent to Senate Banking Committee on AARP policy objectives in GSE Reform, commenting on S. 1217. Discussed needed reforms in the HECM program regarding notification of heirs after the death of the borrower. (no bill) H.J. Res. 124, Continuing Appropriation Resolution, 2015 - Lobbied to protect various housing programs serving seniors from disapproportionate reduction under Continuing Resolution. Referred housing inquiry to appropriate colleague. (no bill)
Specific issues are shown only where the LDA source assigned them to this lobbyist. Targets apply to the associated filing.
Discussion of transportation issues for the reauthorization of MAP-21. 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.Discussed legislation regarding roadway design and policy enhancements to promote safety for older drivers and pedestrians and increased access to specialized and public transportation for older adults. (no bill) S. 2004, The Safe Streets Act of 2014 - Discussed legislation to ensure that new or improved federally-funded roadways are planned, designed, operated, and maintained to safely accomodate all roadway users. H.R. 2468, The Safe Streets Act of 2013 - Discussed legislation to ensure that new or improved federally-funded roadways are planned, designed, operated, and maintained to safely accomodate all roadway users. Discussed the need to improve human services transportation coordination. H.R. 83, Consolidated Appropriations Act and Further Continuing Appropriation, 2015 - Lobbied to protect funding levels for senior housing and transportation programs, and related community development aid. H.R. 4507, the Pedestrian Fatalities Reduction Act - Sent a letter of support and discussed with Congressional staff members. S. 2284, the Pedestrian Safety Act - Sent a letter of support. Submitted a comment letter to the Department of Transportation regarding a proposed rule for Highway Safety Improvement Performance Management expressing the need for separate performance measures for non-motorized travel. H.R. 4745/S.2438, Transportation and HUD Appropriations bill, 2015 - Lobbied to protect housing and transportation programs serving seniors. H.R. 2468, Safe Streets Act of 2014 - Discussed legislation with staff. H.R. 4726, Innovation in Surface Transportation Act of 2014 - Sent letter of support. Discussed with Congressional staff. H.R. 2305/S. 1123, Preventing and Reducing Improper Medicare Expenditures (PRIME Act) - Discussed legislation with Hill staff. H.R. 1953, Senior Fraud Prevention Act - Discussed legislation with staff.
Source: Senate LDA
Establishing the budget for the United States Government for fiscal year 2014 and setting forth appropriate budgetary levels for fiscal years 2015 through 2023.
Pub.Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation.Submitted comments to HUD on proposed regulations on "Implementation of the Fair Housing Acts" Discriminatory Effects Standard". Discussed Federal Reserve Board proposed rules regarding Regulation Z requirements for reverse mortgages and consumer right of rescission. (no bill) Responded to Consumer Financial Protection Bureau request for comment on "Information Regarding Consumer Use of Reverse Mortgages. Responded to Consumer Financial Protection Bureau request for comment on "High-Cost Mortgage and Homeownership Counseling Amendments to the Truth in Lending Act (Regulation Z) and Homerownership Counseling Amendments to the Real Estate Settlement Procedures Act (Regulation X)" 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.Lobbied on expected "QM" safe harbor amendment. (The amendment was not offered) H.R. 2610/S. 1243, Transportation, Housing and Urban Development Appropriations bill, 2014 - Lobbied for senior housing and transportation programs, and related community development aid. Testified before the Housing, Transportation, and Community Development Subcommittee of the Senate Banking Committee on solutions to preserve the HUD HECM program on reverse mortgages. (no bill) Discussed proposals to reform GJE's (Fannie Mae, Freddie Mac). (no bill) Submitted comments to HUD on Affirmatively Furthering Fair Housing. (no bill) Met with HUD officials to discuss implications of mortgagee letter ruling authority relative to the HECM program, and related concerns. (no bill) H.R. 3547/H.J.R. 59/H.R. 2775/H.J.R. 106, Consolidated Appropriations Act, 2014 - Lobbied to prevent inclusion of Medicare, Medicaid and Social Security benefit cuts and to protect vital health, social services, housing and transportation programs from enhanced reductions from the prior year baseline, and to prevent repeal of certain financial and health care-related regulation. S. 1217 - Discussed housing finance reform with Senate Banking Committee members and staff. 78 Federal Regulation #183, Credit Risk Retention Proposal - Filed comments with OCC, FED Res., FDIC, SEC, FHFA, and HUD in support of combining "ability to pay" (QM) with "Risk Retention" (QRM). 78 Federal Reg. #177, HECM Reform Proposal - Filed comments expressing concern over the proposed financial assessment for reverse mortgage eligibility. Met with Senate Banking Committee staff on GSE Reform. Discussed needed improvements to HECM program with HUD.
Establishing the budget for the United States Government for fiscal year 2014 and setting forth appropriate budgetary levels for fiscal years 2015 through 2023.
Discussion of transportation issues for the reauthorization of MAP-21. 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.Discussed legislation regarding roadway design and policy enhancements to promote safety for older drivers and pedestrians and increased access to specialized and public transportation for older adults. (no bill) H. R. 933, Consolidated and Further Continuing Appropriations Act, 2013 - Lobbied to protect vital health and social services programs from enhanced reductions from the prior year baseline, and to prevent repeal of certain financial 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. Lobbied on expected "QM" safe harbor amendment. (The amendment was not offered) S. 2004, The Safe Streets Act of 2014 - Discussed legislation to ensure that new or improved federally-funded roadways are planned, designed, operated, and maintained to safely accomodate all roadway users. H.R. 2468, The Safe Streets Act of 2013 - Discussed legislation to ensure that new or improved federally-funded roadways are planned, designed, operated, and maintained to safely accomodate all roadway users. H.R. 2610/S. 1243, Transportation and Housing and Urban Development and Related Agencies Appropriations Bill, 2014 - Discussed Integrated Planning and Investment Grants Program to help communities to increase their capacity to create jobs, cut traffic congestion, improve air quality, protect rural areas, and create more affordable living and transportation choices. Also, lobbied to protect funding levels for senior housing and transportation programs, and related community development aid. Discussed the need to improve human services transportation coordination. H.R. 3547/H.J.R. 59/H.R. 2775, H.J.R. 106, Consolidated Appropriations Act, 2014 - Lobbied to protect funding levels for senior housing and transportation programs, and related community development aid.
Establishing the budget for the United States Government for fiscal year 2014 and setting forth appropriate budgetary levels for fiscal years 2015 through 2023.
Pub.Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation.Submitted comments to HUD on proposed regulations on "Implementation of the Fair Housing Acts" Discriminatory Effects Standard". Discussed Federal Reserve Board proposed rules regarding Regulation Z requirements for reverse mortgages and consumer right of rescission. (no bill) Responded to Consumer Financial Protection Bureau request for comment on "Information Regarding Consumer Use of Reverse Mortgages. Responded to Consumer Financial Protection Bureau request for comment on "High-Cost Mortgage and Homeownership Counseling Amendments to the Truth in Lending Act (Regulation Z) and Homerownership Counseling Amendments to the Real Estate Settlement Procedures Act (Regulation X)" 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.Lobbied on expected "QM" safe harbor amendment. (The amendment was not offered) H.R. 4745/S. 2438, Transportation, Housing and Urban Development Appropriations bill, 2014 - Lobbied for senior housing and transportation programs, and related community development aid. Testified before the Housing, Transportation, and Community Development Subcommittee of the Senate Banking Committee on solutions to preserve the HUD HECM program on reverse mortgages. (no bill) Discussed proposals to reform GJE's (Fannie Mae, Freddie Mac). (no bill) Submitted comments to HUD on Affirmatively Furthering Fair Housing. (no bill) Met with HUD officials to discuss implications of mortgagee letter ruling authority relative to the HECM program, and related concerns. (no bill) S. 1217 - Discussed housing finance reform with Senate Banking Committee members and staff. 78 Federal Regulation #183, Credit Risk Retention Proposal - Filed comments with OCC, FED Res., FDIC, SEC, FHFA, and HUD in support of combining "ability to pay" (QM) with "Risk Retention" (QRM). 78 Federal Reg. #177, HECM Reform Proposal - Filed comments expressing concern over the proposed financial assessment for reverse mortgage eligibility. Met with Senate Banking Committee staff on GSE Reform. Discussed needed improvements to HECM program with HUD. Letter sent to Senate Banking Committee on AARP policy objectives in GSE Reform, commenting on S. 1217. Discussed needed reforms in the HECM program regarding notification of heirs after the death of the borrower. (no bill)
Establishing the budget for the United States Government for fiscal year 2014 and setting forth appropriate budgetary levels for fiscal years 2015 through 2023.
Pub.Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation.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.Lobbied on expected "QM" safe harbor amendment. (The amendment was not offered) H.R. 4745/S. 2438, Transportation, Housing and Urban Development Appropriations bill, 2014 - Lobbied for senior housing and transportation programs, and related community development aid. Discussed proposals to reform GSE's (Fannie Mae, Freddie Mac). (no bill) Submitted comments to HUD on Affirmatively Furthering Fair Housing. (no bill) S. 1217 - Discussed housing finance reform with Senate Banking Committee members and staff. 78 Federal Regulation #183, Credit Risk Retention Proposal - Filed comments with OCC, FED Res., FDIC, SEC, FHFA, and HUD in support of combining "ability to pay" (QM) with "Risk Retention" (QRM). 78 Federal Reg. #177, HECM Reform Proposal - Filed comments expressing concern over the proposed financial assessment for reverse mortgage eligibility. Met with Senate Banking Committee staff on GSE Reform. Discussed needed improvements to HECM program with HUD. Letter sent to Senate Banking Committee on AARP policy objectives in GSE Reform, commenting on S. 1217. Discussed needed reforms in the HECM program regarding notification of heirs after the death of the borrower. (no bill) H.J. Res. 124, Continuing Appropriation Resolution, 2015 - Lobbied to protect various housing programs serving seniors from disapproportionate reduction under Continuing Resolution.
Pub. Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation. Responded to requests for comment with regard to Payday Lending, Mandatory Arbitration, "Larger Participants" (non-bank), and Bank Overdraft Fees.Lobbied against H.R. 3035 the "Mobile Informational Call Act" of 2011. Responded to Consumer Financial Protection Bureau request for comment on "Procedural Rules to Establish Supervisory Authority over Certain Nonbank Covered Persons Based on Risk Determination. Submitted comments to the CFPB on effective financial education, Docket No. CFPB 2012-0030. H.R. 5016, Financial Services and General Government Appropriations bill, 2015 - Lobbied to protect funding levels for SEC, CFIC and CFPB, enforcement of consumer protection laws and agencies. Letter from AARP and Americans Act for Financial Reform (AFR) to the House urging opposition to a package of bills that would weaken CFPB's structure and funding mechanism. S. 878/H.R. 1844, Arbitration Fairness Act - AARP went on record in support of the bills. Financial Services and General Government Appropriations bill, 2015 - Lobbied to protect funding levels for SEC, CFIC and CFPB, enforcement of consumer portection laws and agencies. H.R. 3193, Consumer Financial Freedom and Washington Accountability Act - Letter in opposition to bill to weaken the CFPB. Sent letter to CFPB to correct abusive debt collection practices, Docket 2013-0033, RIN 3170-AA41. H.R. 4436, Discussed Investing in Student Success Act. Discussed Fraud Watch Network. (no bill) Briefed House Financial Services staff on detrimental effects of mandatory pre-dispute arbitration clauses in contracts. (no bill) Briefed Senate financial services staff on bank fraud and the objectives of the Department of Justice's Operation Choke Point. (no bill) CFPB-2014-007-Responded to CFPB debt collection survey proposal. CFPB-2013-0033/RIN 3170-AA41 - Responded to CFPB AAPR on debt collection. CFPB-2014-0012-Responded to CFPB RFI on Mobil Financial Services. CFPB-2014-0016-Responded to CFPB request for comment on Disclosure of Consumer Complaint Narrative Data. H.J. Res. 124, Continuing Appropriations Resolution, 2015 - Lobbied to protect funding for SEC, CFIC and CFPB consumer protection programs.
Pub. Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation. Responded to requests for comment with regard to Payday Lending, Mandatory Arbitration, "Larger Participants" (non-bank), and Bank Overdraft Fees.Lobbied against H.R. 3035 the "Mobile Informational Call Act" of 2011. Responded to Consumer Financial Protection Bureau request for comment on "Procedural Rules to Establish Supervisory Authority over Certain Nonbank Covered Persons Based on Risk Determination. Submitted comments to the CFPB on effective financial education, Docket No. CFPB 2012-0030. Letter from AARP and Americans Act for Financial Reform (AFR) to the House urging opposition to a package of bills that would weaken CFPB's structure and funding mechanism. S. 878/H.R. 1844, Arbitration Fairness Act - AARP went on record in support of the bills. H.R. 83, Consolidated and Further Continuing Appropriations, 2015 - Lobbied to protect funding levels for SEC, CFIC and CFPB, enforcement of consumer portection laws and agencies. H.R. 3193, Consumer Financial Freedom and Washington Accountability Act - Letter in opposition to bill to weaken the CFPB. Sent letter to CFPB to correct abusive debt collection practices, Docket 2013-0033, RIN 3170-AA41. H.R. 4436, Discussed Investing in Student Success Act. Discussed Fraud Watch Network. (no bill) Briefed House Financial Services staff on detrimental effects of mandatory pre-dispute arbitration clauses in contracts. (no bill) Briefed Senate financial services staff on bank fraud and the objectives of the Department of Justice's Operation Choke Point. (no bill) CFPB-2014-007-Responded to CFPB debt collection survey proposal. CFPB-2013-0033/RIN 3170-AA41 - Responded to CFPB AAPR on debt collection. CFPB-2014-0012-Responded to CFPB RFI on Mobil Financial Services. CFPB-2014-0016-Responded to CFPB request for comment on Disclosure of Consumer Complaint Narrative Data. H.J. Res. 124, Continuing Appropriations Resolution, 2015 - Lobbied to protect funding for SEC, CFIC and CFPB consumer protection programs.
Pub.Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation.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.Lobbied on expected "QM" safe harbor amendment. (The amendment was not offered) H.R. 83, Consolidated and Further Continuing Appropriation, 2015 - Lobbied for senior housing and transportation programs, and related community development aid. Discussed proposals to reform GSE's (Fannie Mae, Freddie Mac). (no bill) Submitted comments to HUD on Affirmatively Furthering Fair Housing. (no bill) S. 1217 - Discussed housing finance reform with Senate Banking Committee members and staff. 78 Federal Regulation #183, Credit Risk Retention Proposal - Filed comments with OCC, FED Res., FDIC, SEC, FHFA, and HUD in support of combining "ability to pay" (QM) with "Risk Retention" (QRM). 78 Federal Reg. #177, HECM Reform Proposal - Filed comments expressing concern over the proposed financial assessment for reverse mortgage eligibility. Met with Senate Banking Committee staff on GSE Reform. Discussed needed improvements to HECM program with HUD. Letter sent to Senate Banking Committee on AARP policy objectives in GSE Reform, commenting on S. 1217. Discussed needed reforms in the HECM program regarding notification of heirs after the death of the borrower. (no bill) H.J. Res. 124, Continuing Appropriation Resolution, 2015 - Lobbied to protect various housing programs serving seniors from disapproportionate reduction under Continuing Resolution. Referred housing inquiry to appropriate colleague. (no bill)
Pub.Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation.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.Lobbied on expected "QM" safe harbor amendment. (The amendment was not offered) H.R. 4745/S. 2438, Transportation, Housing and Urban Development Appropriations bill, 2014 - Lobbied for senior housing and transportation programs, and related community development aid. Discussed proposals to reform GSE's (Fannie Mae, Freddie Mac). (no bill) Submitted comments to HUD on Affirmatively Furthering Fair Housing. (no bill) S. 1217 - Discussed housing finance reform with Senate Banking Committee members and staff. 78 Federal Regulation #183, Credit Risk Retention Proposal - Filed comments with OCC, FED Res., FDIC, SEC, FHFA, and HUD in support of combining "ability to pay" (QM) with "Risk Retention" (QRM). 78 Federal Reg. #177, HECM Reform Proposal - Filed comments expressing concern over the proposed financial assessment for reverse mortgage eligibility. Met with Senate Banking Committee staff on GSE Reform. Discussed needed improvements to HECM program with HUD. Letter sent to Senate Banking Committee on AARP policy objectives in GSE Reform, commenting on S. 1217. Discussed needed reforms in the HECM program regarding notification of heirs after the death of the borrower. (no bill) H.J. Res. 124, Continuing Appropriation Resolution, 2015 - Lobbied to protect various housing programs serving seniors from disapproportionate reduction under Continuing Resolution.
Discussed financial regulatory reforms, including consumer and investor protections. (no bill) Pub.Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation.Discussed Banking Committee issues including SEC Fiduciary rulemaking, JOBS Act implementation and Dodd-Frank implementation. (no bill) H.R. 4660/S. 2437, The Commerce, Justice and Science Appropriations Act of 2015 - Lobbied to protect Census funding and consumer protection programs with jurisdiction of subcommittee. H.R.5016, H.J.Res. 124, Continuing Appropriations Resolution, 2015. The Financial Services and General Government Appropriations Act of 2015 - Lobbied to protect consumer protection programs and implementation of ACA health insurance exchanges. (no bill) H.R. 1062, Letter written in opposition to the SEC Regulatory Accountability Act. Sent letter to the SEC urging it to propose rulemaking on Fiduciary Duty. (no bill) H.R. 2374, Letter written in opposition to the Retail Investor Protection Act. H.R. 1953, Expressed support for the Senior Fraud Prevention Act (FTC). S. 1358, Seniors Fraud Prevention Act - Letter written in support of this bill. S. 807, Plain Writing Act for Regulations - Letter written in support of this bill. Comment letter to the SEC on amendments to Reg. D, Form D, and rule 156 under the SEC Act, to implement JOBS Act provisions. Letter to Senate urging members not to sign a letter to OMB that would elay or prevent rulemaking by SEC and DOL on fiduciary duty. Recommendations to SEC in response to RFI regarding duties of broker/dealers and investment advisors. Met with SEC Commissioners to discuss the need to move forward with a fiduciary duty proposal. H.R. 1627 - Letter to House members urging co-sponsorship of this bill to provide user fees for regular examinations of registered investment advisors. Expressed opposition to a letter sent to the OMB by ten Senators urging that any DOL fiduciary duty rule be delayed with 60 days after completion of a related SEC proposal. Discussed methods for expediting DOL upgrade of Fiduciary duty definition under ERISA with agency staff. Met with Administration staff to discuss issuance of SEC and DOL fiduciary duty rules. Met with Senate Banking Committee staff to encourage support for SEC and DOL fiduciary duty rules. H.R. 1627, Investment Advisor Examination Improvement Act of 2013 - Letter to House in support (user fees to fund investment advisors). Met with EBSA on proposed regulatory agenda affecting financial institutions and retirement security. (no bill) Discussed bill to enhance law enforcement cooperation on Social Security number theft. (no bill) Discussed bill to require more effective disclosure on retail bond sales. (no bill) Sent letter to SEC demonstrating the harm from maintaining the suitability standard as opposed to imposing a fiduciary duty on broker/dealers to investors. (no bill) Discussed the need for SEC and DOL fiduciary duty and user fees to fund the examination of registered investment advisors. (no bill) Briefed House Financial Services staff on detrimental effects of mandatory pre-dispute arbitration clauses in contracts. (no bill) Briefed Senate financial services staff on bank fraud and the objectives of the Department of Justice's Operation Choke Point. (no bill) H.R. 1627 - Discussed fiduciary duty and user fees to fund the examination of Investment Advisors with SEC Office of the Investor Advocate. Letter to Congress and White House staff on the need to update the definition of "fiduciary" under ERISA. (no bill)
Discussion of transportation issues for the reauthorization of MAP-21. 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.Discussed legislation regarding roadway design and policy enhancements to promote safety for older drivers and pedestrians and increased access to specialized and public transportation for older adults. (no bill) S. 2004, The Safe Streets Act of 2014 - Discussed legislation to ensure that new or improved federally-funded roadways are planned, designed, operated, and maintained to safely accomodate all roadway users. H.R. 2468, The Safe Streets Act of 2013 - Discussed legislation to ensure that new or improved federally-funded roadways are planned, designed, operated, and maintained to safely accomodate all roadway users. Discussed the need to improve human services transportation coordination. H.R. 3547/H.J.R. 59/H.R. 2775, H.J.R. 106, Consolidated Appropriations Act, 2015 - Lobbied to protect funding levels for senior housing and transportation programs, and related community development aid. H.R. 4507, the Pedestrian Fatalities Reduction Act - Sent a letter of support and discussed with Congressional staff members. S. 2284, the Pedestrian Safety Act - Sent a letter of support. Submitted a comment letter to the Department of Transportation regarding a proposed rule for Highway Safety Improvement Performance Management expressing the need for separate performance measures for non-motorized travel. H.R. 4745/S.2438, Transportation and HUD Appropriations bill, 2015 - Lobbied to protect housing and transportation programs serving seniors. H.J.Res. 124, Continuing Appropriations Resolution, 2015 - Lobbied to protect housing and transportation programs from disproportionate reduction under the Continuing Resolution. H.R. 2468, Safe Streets Act of 2014 - Discussed legislation with staff. H. R. 4726, Innovation in Surface Transportation Act of 2014 - Sent letter of support. Discussed with Congressional staff.
Discussed financial regulatory reforms, including consumer and investor protections. (no bill) Pub.Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation.Letter sent to Senate Banking Committee Members in support of confirming a nominee to serve as the director of the Consumer Financial Protection Bureau. (no bill) Sign-on letter sent to the Federal Reserve, Consumer Financial Protection Bureau, Federal Deposit Insurance Corporation and Office of the Comptroller of the Currency in support of action of bank involvement in high-cost payday loans. (no bill) Discussed Banking Committee issues including SEC Fiduciary rulemaking, JOBS Act implementation and Dodd-Frank implementation. (no bill) H.R. 4660/S. 2437, The Commerce, Justice and Science Appropriations Act of 2015 - Lobbied to protect Census funding and consumer protection programs with jurisdiction of subcommittee. The Financial Services and General Government Appropriations Act of 2015 - Lobbied to protect consumer protection programs and implementation of ACA health insurance exchanges. (no bill) H.R. 1062, Letter written in opposition to the SEC Regulatory Accountability Act. Sent letter to the SEC urging it to propose rulemaking on Fiduciary Duty. (no bill) H.R. 2374, Letter written in opposition to the Retail Investor Protection Act. H.R. 1953, Expressed support for the Senior Fraud Prevention Act (FTC). S. 1358, Seniors Fraud Prevention Act - Letter written in support of this bill. S. 807, Plain Writing Act for Regulations - Letter written in support of this bill. Comment letter to the SEC on amendments to Reg. D, Form D, and rule 156 under the SEC Act, to implement JOBS Act provisions. Letter to Senate urging members not to sign a letter to OMB that would elay or prevent rulemaking by SEC and DOL on fiduciary duty. Comment letter to SEC in response to RFI regarding duties of broker/dealers and investment advisors. Lobbied in opposition to H.R. 2374, the Retail Investor Protection Act, voted on by the House in October 2013. Letter to OMB urging expedited handling of upcoming JEC and DOL fiduciary proposals in opposition to Congressional suggestions that the rules be delayed. Met with JEC Commissioners to discuss the need to move forward with a fiduciary duty proposal. H.R. 1622 - Letter to House members urging co-sponsorship of this bill to provide user fees for regular examinations of registered investment advisors. Letter to OMB in opposition to a letter sent to the agency by ten Senators urging that any DOL fiduciary duty rule be delayed with 60 days after completion of a related SEC proposal. Discussed methods for expediting DOL upgrade of Fiduciary duty definition under ERISA with agency staff. Met with Administration staff to discuss issuance of SEC and DOL fiduciary duty rules. Met with Senate Banking Committee staff to encourage support for SEC and DOL fiduciary duty rules. H.R. 1627, Investment Advisor Examination Improvement Act of 2013 - Letter to House in support (user fees to fund investment advisors). Met with EBSA on proposed regulatory agenda affecting financial institutions and retirement security. (no bill) Discussed bill to enhance law enforcement cooperation on Social Security number theft. (no bill) Discussed bill to require more effective disclosure on retail bond sales. (no bill) Sent letter to SEC demonstrating the harm from maintaining the suitability standard as opposed to imposing a fiduciary duty on broker/dealers to investors. (no bill) Discussed the need for fiduciary duty and user fees to fund the examination of registered investment advisors. (no bill) Briefed House Financial Services staff on detrimental effects of mandatory pre-dispute arbitration clauses in contracts. (no bill) Briefed Senate financial services staff on bank fraud and the objectives of the Department of Justice's Operation Choke Point. (no bill)
Discussed financial regulatory reforms, including consumer and investor protections. (no bill) Pub.Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation.Letter sent to Senate Banking Committee Members in support of confirming a nominee to serve as the director of the Consumer Financial Protection Bureau. (no bill) Sign-on letter sent to the Federal Reserve, Consumer Financial Protection Bureau, Federal Deposit Insurance Corporation and Office of the Comptroller of the Currency in support of action of bank involvement in high-cost payday loans. (no bill) Discussed Banking Committee issues including SEC Fiduciary rulemaking, JOBS Act implementation and Dodd-Frank implementation. (no bill) H.R. 2787/S. 1329, The Commerce, Justice and Science Appropriations Act of 2014 - Lobbied to protect consumer protection programs with jurisdiction of subcommittee. H.R. 2786/S. 1371, The Financial Services and General Government Appropriations Act of 2014 - Lobbied to protect consumer protection programs and implementation of ACA health insurance exchanges. H.R. 1062, Letter written in opposition to the SEC Regulatory Accountability Act. Sent letter to the SEC urging it to propose rulemaking on Fiduciary Duty. (no bill) H.R. 2374, Letter written in opposition to the Retail Investor Protection Act. H.R. 1953, Expressed support for the Senior Fraud Prevention Act (FTC). S. 1358, Seniors Fraud Prevention Act - Letter written in support of this bill. S. 807, Plain Writing Act for Regulations - Letter written in support of this bill. Comment letter to the SEC on amendments to Reg. D, Form D, and rule 156 under the SEC Act, to implement JOBS Act provisions. Letter to Senate urging members not to sign a letter to OMB that would elay or prevent rulemaking by SEC and DOL on fiduciary duty. Comment letter to SEC in response to RFI regarding duties of broker/dealers and investment advisors. H.R. 3547/H.J.R./59/H.R. 2775/H.J.R. 106, Consolidated Appropriations Act, 2014 - Lobbied to prevent inclusion of Medicare, Medicaid and Social Security benefit cuts and to protect vital health, social services, housing and transportation programs from enhanced reductions from the prior year baseline, and to prevent repeal of certain financial and health care-related regulation. Lobbied in opposition to H.R. 2374, the Retail Investor Protection Act, voted on by the House in October 2013. Letter to OMB urging expedited handling of upcoming JEC and DOL fiduciary proposals in opposition to Congressional suggestions that the rules be delayed. Met with JEC Commissioners to discuss the need to move forward with a fiduciary duty proposal. H.R. 1622 - Letter to House members urging co-sponsorship of this bill to provide user fees for regular examinations of registered investment advisors. Letter to OMB in opposition to a letter sent to the agency by ten Senators urging that any DOL fiduciary duty rule be delayed with 60 days after completion of a related SEC proposal. Discussed methods for expediting DOL upgrade of Fiduciary duty definition under ERISA with agency staff. Met with Administration staff to discuss issuance of SEC and DOL fiduciary duty rules. Met with Senate Banking Committee staff to encourage support for SEC and DOL fiduciary duty rules. H.R. 1627, Investment Advisor Examination Improvement Act of 2013 - Letter to House in support (user fees to fund investment advisors). Met with EBSA on proposed regulatory agenda affecting financial institutions and retirement security. (no bill) Discussed bill to enhance law enforcement cooperation on Social Security number theft. (no bill) Discussed bill to require more effective disclosure on retail bond sales. (no bill)
Discussed financial regulatory reforms, including consumer and investor protections. (no bill) Pub.Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation.Discussed Banking Committee issues including SEC Fiduciary rulemaking, JOBS Act implementation and Dodd-Frank implementation. (no bill) H.R. 4660/S. 2437, The Commerce, Justice and Science Appropriations Act of 2015 - Lobbied to protect Census funding and consumer protection programs with jurisdiction of subcommittee. H.R.5016, H.J.Res. 124, Continuing Appropriations Resolution, 2015. The Financial Services and General Government Appropriations Act of 2015 - Lobbied to protect consumer protection programs and implementation of ACA health insurance exchanges. (no bill) H.R. 1062, Letter written in opposition to the SEC Regulatory Accountability Act. Sent letter to the SEC urging it to propose rulemaking on Fiduciary Duty. (no bill) H.R. 2374, Letter written in opposition to the Retail Investor Protection Act. H.R. 1953, Expressed support for the Senior Fraud Prevention Act (FTC). S. 1358, Seniors Fraud Prevention Act - Letter written in support of this bill. S. 807, Plain Writing Act for Regulations - Letter written in support of this bill. Comment letter to the SEC on amendments to Reg. D, Form D, and rule 156 under the SEC Act, to implement JOBS Act provisions. Letter to Senate urging members not to sign a letter to OMB that would elay or prevent rulemaking by SEC and DOL on fiduciary duty. Recommendations to SEC in response to RFI regarding duties of broker/dealers and investment advisors. Met with SEC Commissioners to discuss the need to move forward with a fiduciary duty proposal. H.R. 1627 - Letter to House members urging co-sponsorship of this bill to provide user fees for regular examinations of registered investment advisors. Expressed opposition to a letter sent to the OMB by ten Senators urging that any DOL fiduciary duty rule be delayed with 60 days after completion of a related SEC proposal. Discussed methods for expediting DOL upgrade of Fiduciary duty definition under ERISA with agency staff. Met with Administration staff to discuss issuance of SEC and DOL fiduciary duty rules. Met with Senate Banking Committee staff to encourage support for SEC and DOL fiduciary duty rules. H.R. 1627, Investment Advisor Examination Improvement Act of 2013 - Letter to House in support (user fees to fund investment advisors). Met with EBSA on proposed regulatory agenda affecting financial institutions and retirement security. (no bill) Discussed bill to enhance law enforcement cooperation on Social Security number theft. (no bill) Discussed bill to require more effective disclosure on retail bond sales. (no bill) Sent letter to SEC demonstrating the harm from maintaining the suitability standard as opposed to imposing a fiduciary duty on broker/dealers to investors. (no bill) Discussed the need for SEC and DOL fiduciary duty and user fees to fund the examination of registered investment advisors. (no bill) Briefed House Financial Services staff on detrimental effects of mandatory pre-dispute arbitration clauses in contracts. (no bill) Briefed Senate financial services staff on bank fraud and the objectives of the Department of Justice's Operation Choke Point. (no bill) H.R. 1627 - Discussed fiduciary duty and user fees to fund the examination of Investment Advisors with SEC Office of the Investor Advocate. Letter to Congress and White House staff on the need to update the definition of "fiduciary" under ERISA. (no bill)
Discussed financial regulatory reforms, including consumer and investor protections. (no bill) Pub.Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation.Discussed Banking Committee issues including SEC Fiduciary rulemaking, JOBS Act implementation and Dodd-Frank implementation. (no bill) H.R. 83, Consolidated and Further Continuing Appropriations, 2015 - Lobbied to protect Census funding and consumer protection programs with jurisdiction of subcommittee. Lobbied to protect consumer protection programs and implementation of ACA health insurance exchanges. (no bill) H.R. 1062, Letter written in opposition to the SEC Regulatory Accountability Act. Sent letter to the SEC urging it to propose rulemaking on Fiduciary Duty. (no bill) H.R. 2374, Letter written in opposition to the Retail Investor Protection Act. H.R. 1953, Expressed support for the Senior Fraud Prevention Act (FTC). S. 1358, Seniors Fraud Prevention Act - Letter written in support of this bill. S. 807, Plain Writing Act for Regulations - Letter written in support of this bill. Comment letter to the SEC on amendments to Reg. D, Form D, and rule 156 under the SEC Act, to implement JOBS Act provisions. Letter to Senate urging members not to sign a letter to OMB that would elay or prevent rulemaking by SEC and DOL on fiduciary duty. Recommendations to SEC in response to RFI regarding duties of broker/dealers and investment advisors. Met with SEC Commissioners to discuss the need to move forward with a fiduciary duty proposal. H.R. 1627 - Letter to House members urging co-sponsorship of this bill to provide user fees for regular examinations of registered investment advisors. Expressed opposition to a letter sent to the OMB by ten Senators urging that any DOL fiduciary duty rule be delayed with 60 days after completion of a related SEC proposal. Discussed methods for expediting DOL upgrade of Fiduciary duty definition under ERISA with agency staff. Met with Administration staff to discuss issuance of SEC and DOL fiduciary duty rules. Met with Senate Banking Committee staff to encourage support for SEC and DOL fiduciary duty rules. H.R. 1627, Investment Advisor Examination Improvement Act of 2013 - Letter to House in support (user fees to fund investment advisors). Met with EBSA on proposed regulatory agenda affecting financial institutions and retirement security. (no bill) Discussed bill to enhance law enforcement cooperation on Social Security number theft. (no bill) Discussed bill to require more effective disclosure on retail bond sales. (no bill) Sent letter to SEC demonstrating the harm from maintaining the suitability standard as opposed to imposing a fiduciary duty on broker/dealers to investors. (no bill) Discussed the need for SEC and DOL fiduciary duty and user fees to fund the examination of registered investment advisors. (no bill) Briefed House Financial Services staff on detrimental effects of mandatory pre-dispute arbitration clauses in contracts. (no bill) Briefed Senate financial services staff on bank fraud and the objectives of the Department of Justice's Operation Choke Point. (no bill) H.R. 1627 - Discussed fiduciary duty and user fees to fund the examination of Investment Advisors with SEC Office of the Investor Advocate. Letter to Congress and White House staff on the need to update the definition of "fiduciary" under ERISA. (no bill)
Discussed financial regulatory reforms, including consumer and investor protections. (no bill) Pub.Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation.Letter sent to Senate Banking Committee Members in support of confirming a nominee to serve as the director of the Consumer Financial Protection Bureau. (no bill) Sign-on letter sent to the Federal Reserve, Consumer Financial Protection Bureau, Federal Deposit Insurance Corporation and Office of the Comptroller of the Currency in support of action of bank involvement in high-cost payday loans. (no bill) Discussed Banking Committee issues including SEC Fiduciary rulemaking, JOBS Act implementation and Dodd-Frank implementation. (no bill) H.R. 4660/S. 2437, The Commerce, Justice and Science Appropriations Act of 2015 - Lobbied to protect Census funding and consumer protection programs with jurisdiction of subcommittee. The Financial Services and General Government Appropriations Act of 2015 - Lobbied to protect consumer protection programs and implementation of ACA health insurance exchanges. (no bill) H.R. 1062, Letter written in opposition to the SEC Regulatory Accountability Act. Sent letter to the SEC urging it to propose rulemaking on Fiduciary Duty. (no bill) H.R. 2374, Letter written in opposition to the Retail Investor Protection Act. H.R. 1953, Expressed support for the Senior Fraud Prevention Act (FTC). S. 1358, Seniors Fraud Prevention Act - Letter written in support of this bill. S. 807, Plain Writing Act for Regulations - Letter written in support of this bill. Comment letter to the SEC on amendments to Reg. D, Form D, and rule 156 under the SEC Act, to implement JOBS Act provisions. Letter to Senate urging members not to sign a letter to OMB that would elay or prevent rulemaking by SEC and DOL on fiduciary duty. Comment letter to SEC in response to RFI regarding duties of broker/dealers and investment advisors. Lobbied in opposition to H.R. 2374, the Retail Investor Protection Act, voted on by the House in October 2013. Letter to OMB urging expedited handling of upcoming JEC and DOL fiduciary proposals in opposition to Congressional suggestions that the rules be delayed. Met with JEC Commissioners to discuss the need to move forward with a fiduciary duty proposal. H.R. 1622 - Letter to House members urging co-sponsorship of this bill to provide user fees for regular examinations of registered investment advisors. Letter to OMB in opposition to a letter sent to the agency by ten Senators urging that any DOL fiduciary duty rule be delayed with 60 days after completion of a related SEC proposal. Discussed methods for expediting DOL upgrade of Fiduciary duty definition under ERISA with agency staff. Met with Administration staff to discuss issuance of SEC and DOL fiduciary duty rules. Met with Senate Banking Committee staff to encourage support for SEC and DOL fiduciary duty rules. H.R. 1627, Investment Advisor Examination Improvement Act of 2013 - Letter to House in support (user fees to fund investment advisors). Met with EBSA on proposed regulatory agenda affecting financial institutions and retirement security. (no bill) Discussed bill to enhance law enforcement cooperation on Social Security number theft. (no bill) Discussed bill to require more effective disclosure on retail bond sales. (no bill) Sent letter to SEC demonstrating the harm from maintaining the suitability standard as opposed to imposing a fiduciary duty on broker/dealers to investors. (no bill) Discussed the need for fiduciary duty and user fees to fund the examination of registered investment advisors. (no bill) Briefed House Financial Services staff on detrimental effects of mandatory pre-dispute arbitration clauses in contracts. (no bill) Briefed Senate financial services staff on bank fraud and the objectives of the Department of Justice's Operation Choke Point. (no bill)
Discussed financial regulatory reforms, including consumer and investor protections. (no bill) Pub.Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation.Letter sent to Senate Banking Committee Members in support of confirming a nominee to serve as the director of the Consumer Financial Protection Bureau. (no bill) Sign-on letter sent to the Federal Reserve, Consumer Financial Protection Bureau, Federal Deposit Insurance Corporation and Office of the Comptroller of the Currency in support of action of bank involvement in high-cost payday loans. (no bill) Discussed Banking Committee issues including SEC Fiduciary rulemaking, JOBS Act implementation and Dodd-Frank implementation. (no bill) H.R. 2787/S. 1329, The Commerce, Justice and Science Appropriations Act of 2014 - Lobbied to protect consumer protection programs with jurisdiction of subcommittee. H.R. 2786/S. 1371, The Financial Services and General Government Appropriations Act of 2014 - Lobbied to protect consumer protection programs and implementation of ACA health insurance exchanges. H.R. 1062, Letter written in opposition to the SEC Regulatory Accountability Act. Sent letter to the SEC urging it to propose rulemaking on Fiduciary Duty. (no bill) H.R. 2374, Letter written in opposition to the Retail Investor Protection Act. H.R. 1953, Expressed support for the Senior Fraud Prevention Act (FTC). S. 1358, Seniors Fraud Prevention Act - Letter written in support of this bill. S. 807, Plain Writing Act for Regulations - Letter written in support of this bill. Comment letter to the SEC on amendments to Reg. D, Form D, and rule 156 under the SEC Act, to implement JOBS Act provisions. Letter to Senate urging members not to sign a letter to OMB that would elay or prevent rulemaking by SEC and DOL on fiduciary duty. Comment letter to SEC in response to RFI regarding duties of broker/dealers and investment advisors. H.R. 3547/H.J.R./59/H.R. 2775/H.J.R. 106, Consolidated Appropriations Act, 2014 - Lobbied to prevent inclusion of Medicare, Medicaid and Social Security benefit cuts and to protect vital health, social services, housing and transportation programs from enhanced reductions from the prior year baseline, and to prevent repeal of certain financial and health care-related regulation. Lobbied in opposition to H.R. 2374, the Retail Investor Protection Act, voted on by the House in October 2013. Letter to OMB urging expedited handling of upcoming JEC and DOL fiduciary proposals in opposition to Congressional suggestions that the rules be delayed. Met with JEC Commissioners to discuss the need to move forward with a fiduciary duty proposal. H.R. 1622 - Letter to House members urging co-sponsorship of this bill to provide user fees for regular examinations of registered investment advisors. Letter to OMB in opposition to a letter sent to the agency by ten Senators urging that any DOL fiduciary duty rule be delayed with 60 days after completion of a related SEC proposal. Discussed methods for expediting DOL upgrade of Fiduciary duty definition under ERISA with agency staff. Met with Administration staff to discuss issuance of SEC and DOL fiduciary duty rules. Met with Senate Banking Committee staff to encourage support for SEC and DOL fiduciary duty rules. H.R. 1627, Investment Advisor Examination Improvement Act of 2013 - Letter to House in support (user fees to fund investment advisors). Met with EBSA on proposed regulatory agenda affecting financial institutions and retirement security. (no bill) Discussed bill to enhance law enforcement cooperation on Social Security number theft. (no bill) Discussed bill to require more effective disclosure on retail bond sales. (no bill)
Discussed financial regulatory reforms, including consumer and investor protections. (no bill) Pub.Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation.Letter sent to Senate Banking Committee Members in support of confirming a nominee to serve as the director of the Consumer Financial Protection Bureau. (no bill) Sign-on letter sent to the Federal Reserve, Consumer Financial Protection Bureau, Federal Deposit Insurance Corporation and Office of the Comptroller of the Currency in support of action of bank involvement in high-cost payday loans. (no bill) Discussed Banking Committee issues including SEC Fiduciary rulemaking, JOBS Act implementation and Dodd-Frank implementation. (no bill) H.R. 4660/S. 2437, The Commerce, Justice and Science Appropriations Act of 2015 - Lobbied to protect Census funding and consumer protection programs with jurisdiction of subcommittee. The Financial Services and General Government Appropriations Act of 2015 - Lobbied to protect consumer protection programs and implementation of ACA health insurance exchanges. (no bill) H.R. 1062, Letter written in opposition to the SEC Regulatory Accountability Act. Sent letter to the SEC urging it to propose rulemaking on Fiduciary Duty. (no bill) H.R. 2374, Letter written in opposition to the Retail Investor Protection Act. H.R. 1953, Expressed support for the Senior Fraud Prevention Act (FTC). S. 1358, Seniors Fraud Prevention Act - Letter written in support of this bill. S. 807, Plain Writing Act for Regulations - Letter written in support of this bill. Comment letter to the SEC on amendments to Reg. D, Form D, and rule 156 under the SEC Act, to implement JOBS Act provisions. Letter to Senate urging members not to sign a letter to OMB that would elay or prevent rulemaking by SEC and DOL on fiduciary duty. Comment letter to SEC in response to RFI regarding duties of broker/dealers and investment advisors. Lobbied in opposition to H.R. 2374, the Retail Investor Protection Act, voted on by the House in October 2013. Letter to OMB urging expedited handling of upcoming JEC and DOL fiduciary proposals in opposition to Congressional suggestions that the rules be delayed. Met with JEC Commissioners to discuss the need to move forward with a fiduciary duty proposal. H.R. 1622 - Letter to House members urging co-sponsorship of this bill to provide user fees for regular examinations of registered investment advisors. Letter to OMB in opposition to a letter sent to the agency by ten Senators urging that any DOL fiduciary duty rule be delayed with 60 days after completion of a related SEC proposal. Discussed methods for expediting DOL upgrade of Fiduciary duty definition under ERISA with agency staff. Met with Administration staff to discuss issuance of SEC and DOL fiduciary duty rules. Met with Senate Banking Committee staff to encourage support for SEC and DOL fiduciary duty rules. H.R. 1627, Investment Advisor Examination Improvement Act of 2013 - Letter to House in support (user fees to fund investment advisors). Met with EBSA on proposed regulatory agenda affecting financial institutions and retirement security. (no bill) Discussed bill to enhance law enforcement cooperation on Social Security number theft. (no bill) Discussed bill to require more effective disclosure on retail bond sales. (no bill) Sent letter to SEC demonstrating the harm from maintaining the suitability standard as opposed to imposing a fiduciary duty on broker/dealers to investors. (no bill) Discussed the need for fiduciary duty and user fees to fund the examination of registered investment advisors. (no bill) Briefed House Financial Services staff on detrimental effects of mandatory pre-dispute arbitration clauses in contracts. (no bill) Briefed Senate financial services staff on bank fraud and the objectives of the Department of Justice's Operation Choke Point. (no bill)
Discussed financial regulatory reforms, including consumer and investor protections. (no bill) Pub.Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation.Discussed Banking Committee issues including SEC Fiduciary rulemaking, JOBS Act implementation and Dodd-Frank implementation. (no bill) H.R. 4660/S. 2437, The Commerce, Justice and Science Appropriations Act of 2015 - Lobbied to protect Census funding and consumer protection programs with jurisdiction of subcommittee. H.R.5016, H.J.Res. 124, Continuing Appropriations Resolution, 2015. The Financial Services and General Government Appropriations Act of 2015 - Lobbied to protect consumer protection programs and implementation of ACA health insurance exchanges. (no bill) H.R. 1062, Letter written in opposition to the SEC Regulatory Accountability Act. Sent letter to the SEC urging it to propose rulemaking on Fiduciary Duty. (no bill) H.R. 2374, Letter written in opposition to the Retail Investor Protection Act. H.R. 1953, Expressed support for the Senior Fraud Prevention Act (FTC). S. 1358, Seniors Fraud Prevention Act - Letter written in support of this bill. S. 807, Plain Writing Act for Regulations - Letter written in support of this bill. Comment letter to the SEC on amendments to Reg. D, Form D, and rule 156 under the SEC Act, to implement JOBS Act provisions. Letter to Senate urging members not to sign a letter to OMB that would elay or prevent rulemaking by SEC and DOL on fiduciary duty. Recommendations to SEC in response to RFI regarding duties of broker/dealers and investment advisors. Met with SEC Commissioners to discuss the need to move forward with a fiduciary duty proposal. H.R. 1627 - Letter to House members urging co-sponsorship of this bill to provide user fees for regular examinations of registered investment advisors. Expressed opposition to a letter sent to the OMB by ten Senators urging that any DOL fiduciary duty rule be delayed with 60 days after completion of a related SEC proposal. Discussed methods for expediting DOL upgrade of Fiduciary duty definition under ERISA with agency staff. Met with Administration staff to discuss issuance of SEC and DOL fiduciary duty rules. Met with Senate Banking Committee staff to encourage support for SEC and DOL fiduciary duty rules. H.R. 1627, Investment Advisor Examination Improvement Act of 2013 - Letter to House in support (user fees to fund investment advisors). Met with EBSA on proposed regulatory agenda affecting financial institutions and retirement security. (no bill) Discussed bill to enhance law enforcement cooperation on Social Security number theft. (no bill) Discussed bill to require more effective disclosure on retail bond sales. (no bill) Sent letter to SEC demonstrating the harm from maintaining the suitability standard as opposed to imposing a fiduciary duty on broker/dealers to investors. (no bill) Discussed the need for SEC and DOL fiduciary duty and user fees to fund the examination of registered investment advisors. (no bill) Briefed House Financial Services staff on detrimental effects of mandatory pre-dispute arbitration clauses in contracts. (no bill) Briefed Senate financial services staff on bank fraud and the objectives of the Department of Justice's Operation Choke Point. (no bill) H.R. 1627 - Discussed fiduciary duty and user fees to fund the examination of Investment Advisors with SEC Office of the Investor Advocate. Letter to Congress and White House staff on the need to update the definition of "fiduciary" under ERISA. (no bill)
Discussed financial regulatory reforms, including consumer and investor protections. (no bill) Pub.Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation.Discussed Banking Committee issues including SEC Fiduciary rulemaking, JOBS Act implementation and Dodd-Frank implementation. (no bill) H.R. 83, Consolidated and Further Continuing Appropriations, 2015 - Lobbied to protect Census funding and consumer protection programs with jurisdiction of subcommittee. Lobbied to protect consumer protection programs and implementation of ACA health insurance exchanges. (no bill) H.R. 1062, Letter written in opposition to the SEC Regulatory Accountability Act. Sent letter to the SEC urging it to propose rulemaking on Fiduciary Duty. (no bill) H.R. 2374, Letter written in opposition to the Retail Investor Protection Act. H.R. 1953, Expressed support for the Senior Fraud Prevention Act (FTC). S. 1358, Seniors Fraud Prevention Act - Letter written in support of this bill. S. 807, Plain Writing Act for Regulations - Letter written in support of this bill. Comment letter to the SEC on amendments to Reg. D, Form D, and rule 156 under the SEC Act, to implement JOBS Act provisions. Letter to Senate urging members not to sign a letter to OMB that would elay or prevent rulemaking by SEC and DOL on fiduciary duty. Recommendations to SEC in response to RFI regarding duties of broker/dealers and investment advisors. Met with SEC Commissioners to discuss the need to move forward with a fiduciary duty proposal. H.R. 1627 - Letter to House members urging co-sponsorship of this bill to provide user fees for regular examinations of registered investment advisors. Expressed opposition to a letter sent to the OMB by ten Senators urging that any DOL fiduciary duty rule be delayed with 60 days after completion of a related SEC proposal. Discussed methods for expediting DOL upgrade of Fiduciary duty definition under ERISA with agency staff. Met with Administration staff to discuss issuance of SEC and DOL fiduciary duty rules. Met with Senate Banking Committee staff to encourage support for SEC and DOL fiduciary duty rules. H.R. 1627, Investment Advisor Examination Improvement Act of 2013 - Letter to House in support (user fees to fund investment advisors). Met with EBSA on proposed regulatory agenda affecting financial institutions and retirement security. (no bill) Discussed bill to enhance law enforcement cooperation on Social Security number theft. (no bill) Discussed bill to require more effective disclosure on retail bond sales. (no bill) Sent letter to SEC demonstrating the harm from maintaining the suitability standard as opposed to imposing a fiduciary duty on broker/dealers to investors. (no bill) Discussed the need for SEC and DOL fiduciary duty and user fees to fund the examination of registered investment advisors. (no bill) Briefed House Financial Services staff on detrimental effects of mandatory pre-dispute arbitration clauses in contracts. (no bill) Briefed Senate financial services staff on bank fraud and the objectives of the Department of Justice's Operation Choke Point. (no bill) H.R. 1627 - Discussed fiduciary duty and user fees to fund the examination of Investment Advisors with SEC Office of the Investor Advocate. Letter to Congress and White House staff on the need to update the definition of "fiduciary" under ERISA. (no bill)
Discussed financial regulatory reforms, including consumer and investor protections. (no bill) Pub.Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation.Letter sent to Senate Banking Committee Members in support of confirming a nominee to serve as the director of the Consumer Financial Protection Bureau. (no bill) Sign-on letter sent to the Federal Reserve, Consumer Financial Protection Bureau, Federal Deposit Insurance Corporation and Office of the Comptroller of the Currency in support of action of bank involvement in high-cost payday loans. (no bill) Discussed Banking Committee issues including SEC Fiduciary rulemaking, JOBS Act implementation and Dodd-Frank implementation. (no bill) H.R. 2787/S. 1329, The Commerce, Justice and Science Appropriations Act of 2014 - Lobbied to protect consumer protection programs with jurisdiction of subcommittee. H.R. 2786/S. 1371, The Financial Services and General Government Appropriations Act of 2014 - Lobbied to protect consumer protection programs and implementation of ACA health insurance exchanges. H.R. 1062, Letter written in opposition to the SEC Regulatory Accountability Act. Sent letter to the SEC urging it to propose rulemaking on Fiduciary Duty. (no bill) H.R. 2374, Letter written in opposition to the Retail Investor Protection Act. H.R. 1953, Expressed support for the Senior Fraud Prevention Act (FTC). S. 1358, Seniors Fraud Prevention Act - Letter written in support of this bill. S. 807, Plain Writing Act for Regulations - Letter written in support of this bill. Comment letter to the SEC on amendments to Reg. D, Form D, and rule 156 under the SEC Act, to implement JOBS Act provisions. Letter to Senate urging members not to sign a letter to OMB that would elay or prevent rulemaking by SEC and DOL on fiduciary duty. Comment letter to SEC in response to RFI regarding duties of broker/dealers and investment advisors. H.R. 3547/H.J.R./59/H.R. 2775/H.J.R. 106, Consolidated Appropriations Act, 2014 - Lobbied to prevent inclusion of Medicare, Medicaid and Social Security benefit cuts and to protect vital health, social services, housing and transportation programs from enhanced reductions from the prior year baseline, and to prevent repeal of certain financial and health care-related regulation. Lobbied in opposition to H.R. 2374, the Retail Investor Protection Act, voted on by the House in October 2013. Letter to OMB urging expedited handling of upcoming JEC and DOL fiduciary proposals in opposition to Congressional suggestions that the rules be delayed. Met with JEC Commissioners to discuss the need to move forward with a fiduciary duty proposal. H.R. 1622 - Letter to House members urging co-sponsorship of this bill to provide user fees for regular examinations of registered investment advisors. Letter to OMB in opposition to a letter sent to the agency by ten Senators urging that any DOL fiduciary duty rule be delayed with 60 days after completion of a related SEC proposal. Discussed methods for expediting DOL upgrade of Fiduciary duty definition under ERISA with agency staff. Met with Administration staff to discuss issuance of SEC and DOL fiduciary duty rules. Met with Senate Banking Committee staff to encourage support for SEC and DOL fiduciary duty rules. H.R. 1627, Investment Advisor Examination Improvement Act of 2013 - Letter to House in support (user fees to fund investment advisors). Met with EBSA on proposed regulatory agenda affecting financial institutions and retirement security. (no bill) Discussed bill to enhance law enforcement cooperation on Social Security number theft. (no bill) Discussed bill to require more effective disclosure on retail bond sales. (no bill)
Pub. Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation. Responded to requests for comment with regard to Payday Lending, Mandatory Arbitration, "Larger Participants" (non-bank), and Bank Overdraft Fees.Lobbied against H.R. 3035 the "Mobile Informational Call Act" of 2011. Responded to Consumer Financial Protection Bureau request for comment on "Procedural Rules to Establish Supervisory Authority over Certain Nonbank Covered Persons Based on Risk Determination. Submitted comments to the CFPB on effective financial education, Docket No. CFPB 2012-0030. Letter from AARP and Americans Act for Financial Reform (AFR) to the House urging opposition to a package of bills that would weaken CFPB's structure and funding mechanism. S. 878/H.R. 1844, Arbitration Fairness Act - AARP went on record in support of the bills. H.R. 83, Consolidated and Further Continuing Appropriations, 2015 - Lobbied to protect funding levels for SEC, CFIC and CFPB, enforcement of consumer portection laws and agencies. H.R. 3193, Consumer Financial Freedom and Washington Accountability Act - Letter in opposition to bill to weaken the CFPB. Sent letter to CFPB to correct abusive debt collection practices, Docket 2013-0033, RIN 3170-AA41. H.R. 4436, Discussed Investing in Student Success Act. Discussed Fraud Watch Network. (no bill) Briefed House Financial Services staff on detrimental effects of mandatory pre-dispute arbitration clauses in contracts. (no bill) Briefed Senate financial services staff on bank fraud and the objectives of the Department of Justice's Operation Choke Point. (no bill) CFPB-2014-007-Responded to CFPB debt collection survey proposal. CFPB-2013-0033/RIN 3170-AA41 - Responded to CFPB AAPR on debt collection. CFPB-2014-0012-Responded to CFPB RFI on Mobil Financial Services. CFPB-2014-0016-Responded to CFPB request for comment on Disclosure of Consumer Complaint Narrative Data. H.J. Res. 124, Continuing Appropriations Resolution, 2015 - Lobbied to protect funding for SEC, CFIC and CFPB consumer protection programs.
Pub. Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation. Responded to requests for comment with regard to Payday Lending, Mandatory Arbitration, "Larger Participants" (non-bank), and Bank Overdraft Fees.Discussed response to requests for comment with regard to Student Loan Affordability and Authority to restrict Mandatory Pre-Dispute Arbitration. Lobbied against H.R. 3035 the "Mobile Informational Call Act" of 2011. Responded to Consumer Financial Protection Bureau request for comment on "Procedural Rules to Establish Supervisory Authority over Certain Nonbank Covered Persons Based on Risk Determination. Responded to Consumer Financial Protection Bureau request for comment on Senior Financial Exploitation. Submitted comment letter to the CFPB on Integrated Mortgage Disclosure under RESPA and TILA Docket No. CFPB-2012-0028. Submitted comments to the CFPB on effective financial education, Docket No. CFPB 2012-0030. H.R. 2786/S.1371, Financial Services and General Government Appropriations bill, 2014 - Lobbied to protect funding levels for SEC, CFIC and CFPB, enforcement of consumer protection laws and agencies. H. R. 1953, Senior Fraud Prevention Act - Expressed support for bill and urged cosponsorship. S. 807, Letter of Support for the Plain Writing Act for Regulations. S. 1358, Letter in support of the Senior Fraud Prevention Act. Letter from AARP and Americans Act for Financial Reform (AFR) to the House urging opposition to a package of bills that would weaken CFPB's structure and funding mechanism. S. 878/H.R. 1844, Arbitration Fairness Act - AARP went on record in support of the bills. Financial Services and General Government Appropriations bill, 2015 - Lobbied to protect funding levels for SEC, CFIC and CFPB, enforcement of consumer portection laws and agencies. H.R. 3193, Consumer Financial Freedom and Washington Accountability Act - Letter in opposition to bill to weaken the CFPB. Sent letter to CFPB to correct abusive debt collection practices, Docket 2013-0033, RIN 3170-AA41. H.R. 4436, Discussed Investing in Student Success Act. Discussed Fraud Watch Network. (no bill) Briefed House Financial Services staff on detrimental effects of mandatory pre-dispute arbitration clauses in contracts. (no bill) Briefed Senate financial services staff on bank fraud and the objectives of the Department of Justice's Operation Choke Point. (no bill)
Pub. Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation. Responded to requests for comment with regard to Payday Lending, Mandatory Arbitration, "Larger Participants" (non-bank), and Bank Overdraft Fees.Discussed response to requests for comment with regard to Student Loan Affordability and Authority to restrict Mandatory Pre-Dispute Arbitration. Lobbied against H.R. 3035 the "Mobile Informational Call Act" of 2011. Responded to Consumer Financial Protection Bureau request for comment on "Procedural Rules to Establish Supervisory Authority over Certain Nonbank Covered Persons Based on Risk Determination. Responded to Consumer Financial Protection Bureau request for comment on Senior Financial Exploitation. Submitted comment letter to the CFPB on Integrated Mortgage Disclosure under RESPA and TILA Docket No. CFPB-2012-0028. Submitted comments to the CFPB on effective financial education, Docket No. CFPB 2012-0030. H.R. 2786/S.1371, Financial Services and General Government Appropriations bill, 2014 - Lobbied to protect funding levels for SEC, CFIC and CFPB, enforcement of consumer protection laws and agencies. H. R. 1953, Senior Fraud Prevention Act - Expressed support for bill and urged cosponsorship. S. 807, Letter of Support for the Plain Writing Act for Regulations. S. 1358, Letter in support of the Senior Fraud Prevention Act. Letter from AARP and Americans Act for Financial Reform (AFR) to the House urging opposition to a package of bills that would weaken CFPB's structure and funding mechanism. S. 878/H.R. 1844, Arbitration Fairness Act - AARP went on record in support of the bills. H.R. 3547, H.J.R. 59/H.R. 2775, H.J.R. 106, Consolidated Appropriations Act, 2014 - Lobbied to protect funding levels for SEC, CFIC and CFPB, enforcement of consumer portection laws and agencies. H.R. 3193, Consumer Financial Freedom and Washington Accountability Act - Letter in opposition to bill to weaken the CFPB. Sent letter to CFPB to correct abusive debt collection practices, Docket 2013-0033, RIN 3170-AA41.
Pub. Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation. Responded to requests for comment with regard to Payday Lending, Mandatory Arbitration, "Larger Participants" (non-bank), and Bank Overdraft Fees.Lobbied against H.R. 3035 the "Mobile Informational Call Act" of 2011. Responded to Consumer Financial Protection Bureau request for comment on "Procedural Rules to Establish Supervisory Authority over Certain Nonbank Covered Persons Based on Risk Determination. Submitted comments to the CFPB on effective financial education, Docket No. CFPB 2012-0030. H.R. 5016, Financial Services and General Government Appropriations bill, 2015 - Lobbied to protect funding levels for SEC, CFIC and CFPB, enforcement of consumer protection laws and agencies. Letter from AARP and Americans Act for Financial Reform (AFR) to the House urging opposition to a package of bills that would weaken CFPB's structure and funding mechanism. S. 878/H.R. 1844, Arbitration Fairness Act - AARP went on record in support of the bills. Financial Services and General Government Appropriations bill, 2015 - Lobbied to protect funding levels for SEC, CFIC and CFPB, enforcement of consumer portection laws and agencies. H.R. 3193, Consumer Financial Freedom and Washington Accountability Act - Letter in opposition to bill to weaken the CFPB. Sent letter to CFPB to correct abusive debt collection practices, Docket 2013-0033, RIN 3170-AA41. H.R. 4436, Discussed Investing in Student Success Act. Discussed Fraud Watch Network. (no bill) Briefed House Financial Services staff on detrimental effects of mandatory pre-dispute arbitration clauses in contracts. (no bill) Briefed Senate financial services staff on bank fraud and the objectives of the Department of Justice's Operation Choke Point. (no bill) CFPB-2014-007-Responded to CFPB debt collection survey proposal. CFPB-2013-0033/RIN 3170-AA41 - Responded to CFPB AAPR on debt collection. CFPB-2014-0012-Responded to CFPB RFI on Mobil Financial Services. CFPB-2014-0016-Responded to CFPB request for comment on Disclosure of Consumer Complaint Narrative Data. H.J. Res. 124, Continuing Appropriations Resolution, 2015 - Lobbied to protect funding for SEC, CFIC and CFPB consumer protection programs.
Discussed financial regulatory reforms, including consumer and investor protections. (no bill) Pub.Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation.Discussed Banking Committee issues including SEC Fiduciary rulemaking, JOBS Act implementation and Dodd-Frank implementation. (no bill) H.R. 83, Consolidated and Further Continuing Appropriations, 2015 - Lobbied to protect Census funding and consumer protection programs with jurisdiction of subcommittee. Lobbied to protect consumer protection programs and implementation of ACA health insurance exchanges. (no bill) H.R. 1062, Letter written in opposition to the SEC Regulatory Accountability Act. Sent letter to the SEC urging it to propose rulemaking on Fiduciary Duty. (no bill) H.R. 2374, Letter written in opposition to the Retail Investor Protection Act. H.R. 1953, Expressed support for the Senior Fraud Prevention Act (FTC). S. 1358, Seniors Fraud Prevention Act - Letter written in support of this bill. S. 807, Plain Writing Act for Regulations - Letter written in support of this bill. Comment letter to the SEC on amendments to Reg. D, Form D, and rule 156 under the SEC Act, to implement JOBS Act provisions. Letter to Senate urging members not to sign a letter to OMB that would elay or prevent rulemaking by SEC and DOL on fiduciary duty. Recommendations to SEC in response to RFI regarding duties of broker/dealers and investment advisors. Met with SEC Commissioners to discuss the need to move forward with a fiduciary duty proposal. H.R. 1627 - Letter to House members urging co-sponsorship of this bill to provide user fees for regular examinations of registered investment advisors. Expressed opposition to a letter sent to the OMB by ten Senators urging that any DOL fiduciary duty rule be delayed with 60 days after completion of a related SEC proposal. Discussed methods for expediting DOL upgrade of Fiduciary duty definition under ERISA with agency staff. Met with Administration staff to discuss issuance of SEC and DOL fiduciary duty rules. Met with Senate Banking Committee staff to encourage support for SEC and DOL fiduciary duty rules. H.R. 1627, Investment Advisor Examination Improvement Act of 2013 - Letter to House in support (user fees to fund investment advisors). Met with EBSA on proposed regulatory agenda affecting financial institutions and retirement security. (no bill) Discussed bill to enhance law enforcement cooperation on Social Security number theft. (no bill) Discussed bill to require more effective disclosure on retail bond sales. (no bill) Sent letter to SEC demonstrating the harm from maintaining the suitability standard as opposed to imposing a fiduciary duty on broker/dealers to investors. (no bill) Discussed the need for SEC and DOL fiduciary duty and user fees to fund the examination of registered investment advisors. (no bill) Briefed House Financial Services staff on detrimental effects of mandatory pre-dispute arbitration clauses in contracts. (no bill) Briefed Senate financial services staff on bank fraud and the objectives of the Department of Justice's Operation Choke Point. (no bill) H.R. 1627 - Discussed fiduciary duty and user fees to fund the examination of Investment Advisors with SEC Office of the Investor Advocate. Letter to Congress and White House staff on the need to update the definition of "fiduciary" under ERISA. (no bill)
Pub. Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation. Responded to requests for comment with regard to Payday Lending, Mandatory Arbitration, "Larger Participants" (non-bank), and Bank Overdraft Fees.Discussed response to requests for comment with regard to Student Loan Affordability and Authority to restrict Mandatory Pre-Dispute Arbitration. Lobbied against H.R. 3035 the "Mobile Informational Call Act" of 2011. Responded to Consumer Financial Protection Bureau request for comment on "Procedural Rules to Establish Supervisory Authority over Certain Nonbank Covered Persons Based on Risk Determination. Responded to Consumer Financial Protection Bureau request for comment on Senior Financial Exploitation. Submitted comment letter to the CFPB on Integrated Mortgage Disclosure under RESPA and TILA Docket No. CFPB-2012-0028. Submitted comments to the CFPB on effective financial education, Docket No. CFPB 2012-0030. H.R. 2786/S.1371, Financial Services and General Government Appropriations bill, 2014 - Lobbied to protect funding levels for SEC, CFIC and CFPB, enforcement of consumer protection laws and agencies. H. R. 1953, Senior Fraud Prevention Act - Expressed support for bill and urged cosponsorship. S. 807, Letter of Support for the Plain Writing Act for Regulations. S. 1358, Letter in support of the Senior Fraud Prevention Act. Letter from AARP and Americans Act for Financial Reform (AFR) to the House urging opposition to a package of bills that would weaken CFPB's structure and funding mechanism. S. 878/H.R. 1844, Arbitration Fairness Act - AARP went on record in support of the bills. H.R. 3547, H.J.R. 59/H.R. 2775, H.J.R. 106, Consolidated Appropriations Act, 2014 - Lobbied to protect funding levels for SEC, CFIC and CFPB, enforcement of consumer portection laws and agencies. H.R. 3193, Consumer Financial Freedom and Washington Accountability Act - Letter in opposition to bill to weaken the CFPB. Sent letter to CFPB to correct abusive debt collection practices, Docket 2013-0033, RIN 3170-AA41.
Discussion of transportation issues for the reauthorization of MAP-21. 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.Discussed legislation regarding roadway design and policy enhancements to promote safety for older drivers and pedestrians and increased access to specialized and public transportation for older adults. (no bill) S. 2004, The Safe Streets Act of 2014 - Discussed legislation to ensure that new or improved federally-funded roadways are planned, designed, operated, and maintained to safely accomodate all roadway users. H.R. 2468, The Safe Streets Act of 2013 - Discussed legislation to ensure that new or improved federally-funded roadways are planned, designed, operated, and maintained to safely accomodate all roadway users. Discussed the need to improve human services transportation coordination. H.R. 83, Consolidated Appropriations Act and Further Continuing Appropriation, 2015 - Lobbied to protect funding levels for senior housing and transportation programs, and related community development aid. H.R. 4507, the Pedestrian Fatalities Reduction Act - Sent a letter of support and discussed with Congressional staff members. S. 2284, the Pedestrian Safety Act - Sent a letter of support. Submitted a comment letter to the Department of Transportation regarding a proposed rule for Highway Safety Improvement Performance Management expressing the need for separate performance measures for non-motorized travel. H.R. 4745/S.2438, Transportation and HUD Appropriations bill, 2015 - Lobbied to protect housing and transportation programs serving seniors. H.R. 2468, Safe Streets Act of 2014 - Discussed legislation with staff. H.R. 4726, Innovation in Surface Transportation Act of 2014 - Sent letter of support. Discussed with Congressional staff. H.R. 2305/S. 1123, Preventing and Reducing Improper Medicare Expenditures (PRIME Act) - Discussed legislation with Hill staff. H.R. 1953, Senior Fraud Prevention Act - Discussed legislation with staff.
Discussed financial regulatory reforms, including consumer and investor protections. (no bill) Pub.Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation.Letter sent to Senate Banking Committee Members in support of confirming a nominee to serve as the director of the Consumer Financial Protection Bureau. (no bill) Sign-on letter sent to the Federal Reserve, Consumer Financial Protection Bureau, Federal Deposit Insurance Corporation and Office of the Comptroller of the Currency in support of action of bank involvement in high-cost payday loans. (no bill) Discussed Banking Committee issues including SEC Fiduciary rulemaking, JOBS Act implementation and Dodd-Frank implementation. (no bill) H.R. 4660/S. 2437, The Commerce, Justice and Science Appropriations Act of 2015 - Lobbied to protect Census funding and consumer protection programs with jurisdiction of subcommittee. The Financial Services and General Government Appropriations Act of 2015 - Lobbied to protect consumer protection programs and implementation of ACA health insurance exchanges. (no bill) H.R. 1062, Letter written in opposition to the SEC Regulatory Accountability Act. Sent letter to the SEC urging it to propose rulemaking on Fiduciary Duty. (no bill) H.R. 2374, Letter written in opposition to the Retail Investor Protection Act. H.R. 1953, Expressed support for the Senior Fraud Prevention Act (FTC). S. 1358, Seniors Fraud Prevention Act - Letter written in support of this bill. S. 807, Plain Writing Act for Regulations - Letter written in support of this bill. Comment letter to the SEC on amendments to Reg. D, Form D, and rule 156 under the SEC Act, to implement JOBS Act provisions. Letter to Senate urging members not to sign a letter to OMB that would elay or prevent rulemaking by SEC and DOL on fiduciary duty. Comment letter to SEC in response to RFI regarding duties of broker/dealers and investment advisors. Lobbied in opposition to H.R. 2374, the Retail Investor Protection Act, voted on by the House in October 2013. Letter to OMB urging expedited handling of upcoming JEC and DOL fiduciary proposals in opposition to Congressional suggestions that the rules be delayed. Met with JEC Commissioners to discuss the need to move forward with a fiduciary duty proposal. H.R. 1622 - Letter to House members urging co-sponsorship of this bill to provide user fees for regular examinations of registered investment advisors. Letter to OMB in opposition to a letter sent to the agency by ten Senators urging that any DOL fiduciary duty rule be delayed with 60 days after completion of a related SEC proposal. Discussed methods for expediting DOL upgrade of Fiduciary duty definition under ERISA with agency staff. Met with Administration staff to discuss issuance of SEC and DOL fiduciary duty rules. Met with Senate Banking Committee staff to encourage support for SEC and DOL fiduciary duty rules. H.R. 1627, Investment Advisor Examination Improvement Act of 2013 - Letter to House in support (user fees to fund investment advisors). Met with EBSA on proposed regulatory agenda affecting financial institutions and retirement security. (no bill) Discussed bill to enhance law enforcement cooperation on Social Security number theft. (no bill) Discussed bill to require more effective disclosure on retail bond sales. (no bill) Sent letter to SEC demonstrating the harm from maintaining the suitability standard as opposed to imposing a fiduciary duty on broker/dealers to investors. (no bill) Discussed the need for fiduciary duty and user fees to fund the examination of registered investment advisors. (no bill) Briefed House Financial Services staff on detrimental effects of mandatory pre-dispute arbitration clauses in contracts. (no bill) Briefed Senate financial services staff on bank fraud and the objectives of the Department of Justice's Operation Choke Point. (no bill)
Discussed financial regulatory reforms, including consumer and investor protections. (no bill) Pub.Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation.Discussed Banking Committee issues including SEC Fiduciary rulemaking, JOBS Act implementation and Dodd-Frank implementation. (no bill) H.R. 4660/S. 2437, The Commerce, Justice and Science Appropriations Act of 2015 - Lobbied to protect Census funding and consumer protection programs with jurisdiction of subcommittee. H.R.5016, H.J.Res. 124, Continuing Appropriations Resolution, 2015. The Financial Services and General Government Appropriations Act of 2015 - Lobbied to protect consumer protection programs and implementation of ACA health insurance exchanges. (no bill) H.R. 1062, Letter written in opposition to the SEC Regulatory Accountability Act. Sent letter to the SEC urging it to propose rulemaking on Fiduciary Duty. (no bill) H.R. 2374, Letter written in opposition to the Retail Investor Protection Act. H.R. 1953, Expressed support for the Senior Fraud Prevention Act (FTC). S. 1358, Seniors Fraud Prevention Act - Letter written in support of this bill. S. 807, Plain Writing Act for Regulations - Letter written in support of this bill. Comment letter to the SEC on amendments to Reg. D, Form D, and rule 156 under the SEC Act, to implement JOBS Act provisions. Letter to Senate urging members not to sign a letter to OMB that would elay or prevent rulemaking by SEC and DOL on fiduciary duty. Recommendations to SEC in response to RFI regarding duties of broker/dealers and investment advisors. Met with SEC Commissioners to discuss the need to move forward with a fiduciary duty proposal. H.R. 1627 - Letter to House members urging co-sponsorship of this bill to provide user fees for regular examinations of registered investment advisors. Expressed opposition to a letter sent to the OMB by ten Senators urging that any DOL fiduciary duty rule be delayed with 60 days after completion of a related SEC proposal. Discussed methods for expediting DOL upgrade of Fiduciary duty definition under ERISA with agency staff. Met with Administration staff to discuss issuance of SEC and DOL fiduciary duty rules. Met with Senate Banking Committee staff to encourage support for SEC and DOL fiduciary duty rules. H.R. 1627, Investment Advisor Examination Improvement Act of 2013 - Letter to House in support (user fees to fund investment advisors). Met with EBSA on proposed regulatory agenda affecting financial institutions and retirement security. (no bill) Discussed bill to enhance law enforcement cooperation on Social Security number theft. (no bill) Discussed bill to require more effective disclosure on retail bond sales. (no bill) Sent letter to SEC demonstrating the harm from maintaining the suitability standard as opposed to imposing a fiduciary duty on broker/dealers to investors. (no bill) Discussed the need for SEC and DOL fiduciary duty and user fees to fund the examination of registered investment advisors. (no bill) Briefed House Financial Services staff on detrimental effects of mandatory pre-dispute arbitration clauses in contracts. (no bill) Briefed Senate financial services staff on bank fraud and the objectives of the Department of Justice's Operation Choke Point. (no bill) H.R. 1627 - Discussed fiduciary duty and user fees to fund the examination of Investment Advisors with SEC Office of the Investor Advocate. Letter to Congress and White House staff on the need to update the definition of "fiduciary" under ERISA. (no bill)
Pub. Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation. Responded to requests for comment with regard to Payday Lending, Mandatory Arbitration, "Larger Participants" (non-bank), and Bank Overdraft Fees.Discussed response to requests for comment with regard to Student Loan Affordability and Authority to restrict Mandatory Pre-Dispute Arbitration. Lobbied against H.R. 3035 the "Mobile Informational Call Act" of 2011. Responded to Consumer Financial Protection Bureau request for comment on "Procedural Rules to Establish Supervisory Authority over Certain Nonbank Covered Persons Based on Risk Determination. Responded to Consumer Financial Protection Bureau request for comment on Senior Financial Exploitation. Submitted comment letter to the CFPB on Integrated Mortgage Disclosure under RESPA and TILA Docket No. CFPB-2012-0028. Submitted comments to the CFPB on effective financial education, Docket No. CFPB 2012-0030. H.R. 2786/S.1371, Financial Services and General Government Appropriations bill, 2014 - Lobbied to protect funding levels for SEC, CFIC and CFPB, enforcement of consumer protection laws and agencies. H. R. 1953, Senior Fraud Prevention Act - Expressed support for bill and urged cosponsorship. S. 807, Letter of Support for the Plain Writing Act for Regulations. S. 1358, Letter in support of the Senior Fraud Prevention Act. Letter from AARP and Americans Act for Financial Reform (AFR) to the House urging opposition to a package of bills that would weaken CFPB's structure and funding mechanism. S. 878/H.R. 1844, Arbitration Fairness Act - AARP went on record in support of the bills. Financial Services and General Government Appropriations bill, 2015 - Lobbied to protect funding levels for SEC, CFIC and CFPB, enforcement of consumer portection laws and agencies. H.R. 3193, Consumer Financial Freedom and Washington Accountability Act - Letter in opposition to bill to weaken the CFPB. Sent letter to CFPB to correct abusive debt collection practices, Docket 2013-0033, RIN 3170-AA41. H.R. 4436, Discussed Investing in Student Success Act. Discussed Fraud Watch Network. (no bill) Briefed House Financial Services staff on detrimental effects of mandatory pre-dispute arbitration clauses in contracts. (no bill) Briefed Senate financial services staff on bank fraud and the objectives of the Department of Justice's Operation Choke Point. (no bill)
Discussed financial regulatory reforms, including consumer and investor protections. (no bill) Pub.Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation.Letter sent to Senate Banking Committee Members in support of confirming a nominee to serve as the director of the Consumer Financial Protection Bureau. (no bill) Sign-on letter sent to the Federal Reserve, Consumer Financial Protection Bureau, Federal Deposit Insurance Corporation and Office of the Comptroller of the Currency in support of action of bank involvement in high-cost payday loans. (no bill) Discussed Banking Committee issues including SEC Fiduciary rulemaking, JOBS Act implementation and Dodd-Frank implementation. (no bill) H.R. 2787/S. 1329, The Commerce, Justice and Science Appropriations Act of 2014 - Lobbied to protect consumer protection programs with jurisdiction of subcommittee. H.R. 2786/S. 1371, The Financial Services and General Government Appropriations Act of 2014 - Lobbied to protect consumer protection programs and implementation of ACA health insurance exchanges. H.R. 1062, Letter written in opposition to the SEC Regulatory Accountability Act. Sent letter to the SEC urging it to propose rulemaking on Fiduciary Duty. (no bill) H.R. 2374, Letter written in opposition to the Retail Investor Protection Act. H.R. 1953, Expressed support for the Senior Fraud Prevention Act (FTC). S. 1358, Seniors Fraud Prevention Act - Letter written in support of this bill. S. 807, Plain Writing Act for Regulations - Letter written in support of this bill. Comment letter to the SEC on amendments to Reg. D, Form D, and rule 156 under the SEC Act, to implement JOBS Act provisions. Letter to Senate urging members not to sign a letter to OMB that would elay or prevent rulemaking by SEC and DOL on fiduciary duty. Comment letter to SEC in response to RFI regarding duties of broker/dealers and investment advisors. H.R. 3547/H.J.R./59/H.R. 2775/H.J.R. 106, Consolidated Appropriations Act, 2014 - Lobbied to prevent inclusion of Medicare, Medicaid and Social Security benefit cuts and to protect vital health, social services, housing and transportation programs from enhanced reductions from the prior year baseline, and to prevent repeal of certain financial and health care-related regulation. Lobbied in opposition to H.R. 2374, the Retail Investor Protection Act, voted on by the House in October 2013. Letter to OMB urging expedited handling of upcoming JEC and DOL fiduciary proposals in opposition to Congressional suggestions that the rules be delayed. Met with JEC Commissioners to discuss the need to move forward with a fiduciary duty proposal. H.R. 1622 - Letter to House members urging co-sponsorship of this bill to provide user fees for regular examinations of registered investment advisors. Letter to OMB in opposition to a letter sent to the agency by ten Senators urging that any DOL fiduciary duty rule be delayed with 60 days after completion of a related SEC proposal. Discussed methods for expediting DOL upgrade of Fiduciary duty definition under ERISA with agency staff. Met with Administration staff to discuss issuance of SEC and DOL fiduciary duty rules. Met with Senate Banking Committee staff to encourage support for SEC and DOL fiduciary duty rules. H.R. 1627, Investment Advisor Examination Improvement Act of 2013 - Letter to House in support (user fees to fund investment advisors). Met with EBSA on proposed regulatory agenda affecting financial institutions and retirement security. (no bill) Discussed bill to enhance law enforcement cooperation on Social Security number theft. (no bill) Discussed bill to require more effective disclosure on retail bond sales. (no bill)
Discussion of transportation issues for the reauthorization of MAP-21. 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.Discussed legislation regarding roadway design and policy enhancements to promote safety for older drivers and pedestrians and increased access to specialized and public transportation for older adults. (no bill) S. 2004, The Safe Streets Act of 2014 - Discussed legislation to ensure that new or improved federally-funded roadways are planned, designed, operated, and maintained to safely accomodate all roadway users. H.R. 2468, The Safe Streets Act of 2013 - Discussed legislation to ensure that new or improved federally-funded roadways are planned, designed, operated, and maintained to safely accomodate all roadway users. Discussed the need to improve human services transportation coordination. H.R. 83, Consolidated Appropriations Act and Further Continuing Appropriation, 2015 - Lobbied to protect funding levels for senior housing and transportation programs, and related community development aid. H.R. 4507, the Pedestrian Fatalities Reduction Act - Sent a letter of support and discussed with Congressional staff members. S. 2284, the Pedestrian Safety Act - Sent a letter of support. Submitted a comment letter to the Department of Transportation regarding a proposed rule for Highway Safety Improvement Performance Management expressing the need for separate performance measures for non-motorized travel. H.R. 4745/S.2438, Transportation and HUD Appropriations bill, 2015 - Lobbied to protect housing and transportation programs serving seniors. H.R. 2468, Safe Streets Act of 2014 - Discussed legislation with staff. H.R. 4726, Innovation in Surface Transportation Act of 2014 - Sent letter of support. Discussed with Congressional staff. H.R. 2305/S. 1123, Preventing and Reducing Improper Medicare Expenditures (PRIME Act) - Discussed legislation with Hill staff. H.R. 1953, Senior Fraud Prevention Act - Discussed legislation with staff.
Discussed financial regulatory reforms, including consumer and investor protections. (no bill) Pub.Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation.Letter sent to Senate Banking Committee Members in support of confirming a nominee to serve as the director of the Consumer Financial Protection Bureau. (no bill) Sign-on letter sent to the Federal Reserve, Consumer Financial Protection Bureau, Federal Deposit Insurance Corporation and Office of the Comptroller of the Currency in support of action of bank involvement in high-cost payday loans. (no bill) Discussed Banking Committee issues including SEC Fiduciary rulemaking, JOBS Act implementation and Dodd-Frank implementation. (no bill) H.R. 2787/S. 1329, The Commerce, Justice and Science Appropriations Act of 2014 - Lobbied to protect consumer protection programs with jurisdiction of subcommittee. H.R. 2786/S. 1371, The Financial Services and General Government Appropriations Act of 2014 - Lobbied to protect consumer protection programs and implementation of ACA health insurance exchanges. H.R. 1062, Letter written in opposition to the SEC Regulatory Accountability Act. Sent letter to the SEC urging it to propose rulemaking on Fiduciary Duty. (no bill) H.R. 2374, Letter written in opposition to the Retail Investor Protection Act. H.R. 1953, Expressed support for the Senior Fraud Prevention Act (FTC). S. 1358, Seniors Fraud Prevention Act - Letter written in support of this bill. S. 807, Plain Writing Act for Regulations - Letter written in support of this bill. Comment letter to the SEC on amendments to Reg. D, Form D, and rule 156 under the SEC Act, to implement JOBS Act provisions. Letter to Senate urging members not to sign a letter to OMB that would elay or prevent rulemaking by SEC and DOL on fiduciary duty. Comment letter to SEC in response to RFI regarding duties of broker/dealers and investment advisors. H.R. 3547/H.J.R./59/H.R. 2775/H.J.R. 106, Consolidated Appropriations Act, 2014 - Lobbied to prevent inclusion of Medicare, Medicaid and Social Security benefit cuts and to protect vital health, social services, housing and transportation programs from enhanced reductions from the prior year baseline, and to prevent repeal of certain financial and health care-related regulation. Lobbied in opposition to H.R. 2374, the Retail Investor Protection Act, voted on by the House in October 2013. Letter to OMB urging expedited handling of upcoming JEC and DOL fiduciary proposals in opposition to Congressional suggestions that the rules be delayed. Met with JEC Commissioners to discuss the need to move forward with a fiduciary duty proposal. H.R. 1622 - Letter to House members urging co-sponsorship of this bill to provide user fees for regular examinations of registered investment advisors. Letter to OMB in opposition to a letter sent to the agency by ten Senators urging that any DOL fiduciary duty rule be delayed with 60 days after completion of a related SEC proposal. Discussed methods for expediting DOL upgrade of Fiduciary duty definition under ERISA with agency staff. Met with Administration staff to discuss issuance of SEC and DOL fiduciary duty rules. Met with Senate Banking Committee staff to encourage support for SEC and DOL fiduciary duty rules. H.R. 1627, Investment Advisor Examination Improvement Act of 2013 - Letter to House in support (user fees to fund investment advisors). Met with EBSA on proposed regulatory agenda affecting financial institutions and retirement security. (no bill) Discussed bill to enhance law enforcement cooperation on Social Security number theft. (no bill) Discussed bill to require more effective disclosure on retail bond sales. (no bill)
Discussed financial regulatory reforms, including consumer and investor protections. (no bill) Pub.Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation.Discussed Banking Committee issues including SEC Fiduciary rulemaking, JOBS Act implementation and Dodd-Frank implementation. (no bill) H.R. 4660/S. 2437, The Commerce, Justice and Science Appropriations Act of 2015 - Lobbied to protect Census funding and consumer protection programs with jurisdiction of subcommittee. H.R.5016, H.J.Res. 124, Continuing Appropriations Resolution, 2015. The Financial Services and General Government Appropriations Act of 2015 - Lobbied to protect consumer protection programs and implementation of ACA health insurance exchanges. (no bill) H.R. 1062, Letter written in opposition to the SEC Regulatory Accountability Act. Sent letter to the SEC urging it to propose rulemaking on Fiduciary Duty. (no bill) H.R. 2374, Letter written in opposition to the Retail Investor Protection Act. H.R. 1953, Expressed support for the Senior Fraud Prevention Act (FTC). S. 1358, Seniors Fraud Prevention Act - Letter written in support of this bill. S. 807, Plain Writing Act for Regulations - Letter written in support of this bill. Comment letter to the SEC on amendments to Reg. D, Form D, and rule 156 under the SEC Act, to implement JOBS Act provisions. Letter to Senate urging members not to sign a letter to OMB that would elay or prevent rulemaking by SEC and DOL on fiduciary duty. Recommendations to SEC in response to RFI regarding duties of broker/dealers and investment advisors. Met with SEC Commissioners to discuss the need to move forward with a fiduciary duty proposal. H.R. 1627 - Letter to House members urging co-sponsorship of this bill to provide user fees for regular examinations of registered investment advisors. Expressed opposition to a letter sent to the OMB by ten Senators urging that any DOL fiduciary duty rule be delayed with 60 days after completion of a related SEC proposal. Discussed methods for expediting DOL upgrade of Fiduciary duty definition under ERISA with agency staff. Met with Administration staff to discuss issuance of SEC and DOL fiduciary duty rules. Met with Senate Banking Committee staff to encourage support for SEC and DOL fiduciary duty rules. H.R. 1627, Investment Advisor Examination Improvement Act of 2013 - Letter to House in support (user fees to fund investment advisors). Met with EBSA on proposed regulatory agenda affecting financial institutions and retirement security. (no bill) Discussed bill to enhance law enforcement cooperation on Social Security number theft. (no bill) Discussed bill to require more effective disclosure on retail bond sales. (no bill) Sent letter to SEC demonstrating the harm from maintaining the suitability standard as opposed to imposing a fiduciary duty on broker/dealers to investors. (no bill) Discussed the need for SEC and DOL fiduciary duty and user fees to fund the examination of registered investment advisors. (no bill) Briefed House Financial Services staff on detrimental effects of mandatory pre-dispute arbitration clauses in contracts. (no bill) Briefed Senate financial services staff on bank fraud and the objectives of the Department of Justice's Operation Choke Point. (no bill) H.R. 1627 - Discussed fiduciary duty and user fees to fund the examination of Investment Advisors with SEC Office of the Investor Advocate. Letter to Congress and White House staff on the need to update the definition of "fiduciary" under ERISA. (no bill)
Discussed financial regulatory reforms, including consumer and investor protections. (no bill) Pub.Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation.Letter sent to Senate Banking Committee Members in support of confirming a nominee to serve as the director of the Consumer Financial Protection Bureau. (no bill) Sign-on letter sent to the Federal Reserve, Consumer Financial Protection Bureau, Federal Deposit Insurance Corporation and Office of the Comptroller of the Currency in support of action of bank involvement in high-cost payday loans. (no bill) Discussed Banking Committee issues including SEC Fiduciary rulemaking, JOBS Act implementation and Dodd-Frank implementation. (no bill) H.R. 4660/S. 2437, The Commerce, Justice and Science Appropriations Act of 2015 - Lobbied to protect Census funding and consumer protection programs with jurisdiction of subcommittee. The Financial Services and General Government Appropriations Act of 2015 - Lobbied to protect consumer protection programs and implementation of ACA health insurance exchanges. (no bill) H.R. 1062, Letter written in opposition to the SEC Regulatory Accountability Act. Sent letter to the SEC urging it to propose rulemaking on Fiduciary Duty. (no bill) H.R. 2374, Letter written in opposition to the Retail Investor Protection Act. H.R. 1953, Expressed support for the Senior Fraud Prevention Act (FTC). S. 1358, Seniors Fraud Prevention Act - Letter written in support of this bill. S. 807, Plain Writing Act for Regulations - Letter written in support of this bill. Comment letter to the SEC on amendments to Reg. D, Form D, and rule 156 under the SEC Act, to implement JOBS Act provisions. Letter to Senate urging members not to sign a letter to OMB that would elay or prevent rulemaking by SEC and DOL on fiduciary duty. Comment letter to SEC in response to RFI regarding duties of broker/dealers and investment advisors. Lobbied in opposition to H.R. 2374, the Retail Investor Protection Act, voted on by the House in October 2013. Letter to OMB urging expedited handling of upcoming JEC and DOL fiduciary proposals in opposition to Congressional suggestions that the rules be delayed. Met with JEC Commissioners to discuss the need to move forward with a fiduciary duty proposal. H.R. 1622 - Letter to House members urging co-sponsorship of this bill to provide user fees for regular examinations of registered investment advisors. Letter to OMB in opposition to a letter sent to the agency by ten Senators urging that any DOL fiduciary duty rule be delayed with 60 days after completion of a related SEC proposal. Discussed methods for expediting DOL upgrade of Fiduciary duty definition under ERISA with agency staff. Met with Administration staff to discuss issuance of SEC and DOL fiduciary duty rules. Met with Senate Banking Committee staff to encourage support for SEC and DOL fiduciary duty rules. H.R. 1627, Investment Advisor Examination Improvement Act of 2013 - Letter to House in support (user fees to fund investment advisors). Met with EBSA on proposed regulatory agenda affecting financial institutions and retirement security. (no bill) Discussed bill to enhance law enforcement cooperation on Social Security number theft. (no bill) Discussed bill to require more effective disclosure on retail bond sales. (no bill) Sent letter to SEC demonstrating the harm from maintaining the suitability standard as opposed to imposing a fiduciary duty on broker/dealers to investors. (no bill) Discussed the need for fiduciary duty and user fees to fund the examination of registered investment advisors. (no bill) Briefed House Financial Services staff on detrimental effects of mandatory pre-dispute arbitration clauses in contracts. (no bill) Briefed Senate financial services staff on bank fraud and the objectives of the Department of Justice's Operation Choke Point. (no bill)
Discussed financial regulatory reforms, including consumer and investor protections. (no bill) Pub.Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation.Discussed Banking Committee issues including SEC Fiduciary rulemaking, JOBS Act implementation and Dodd-Frank implementation. (no bill) H.R. 83, Consolidated and Further Continuing Appropriations, 2015 - Lobbied to protect Census funding and consumer protection programs with jurisdiction of subcommittee. Lobbied to protect consumer protection programs and implementation of ACA health insurance exchanges. (no bill) H.R. 1062, Letter written in opposition to the SEC Regulatory Accountability Act. Sent letter to the SEC urging it to propose rulemaking on Fiduciary Duty. (no bill) H.R. 2374, Letter written in opposition to the Retail Investor Protection Act. H.R. 1953, Expressed support for the Senior Fraud Prevention Act (FTC). S. 1358, Seniors Fraud Prevention Act - Letter written in support of this bill. S. 807, Plain Writing Act for Regulations - Letter written in support of this bill. Comment letter to the SEC on amendments to Reg. D, Form D, and rule 156 under the SEC Act, to implement JOBS Act provisions. Letter to Senate urging members not to sign a letter to OMB that would elay or prevent rulemaking by SEC and DOL on fiduciary duty. Recommendations to SEC in response to RFI regarding duties of broker/dealers and investment advisors. Met with SEC Commissioners to discuss the need to move forward with a fiduciary duty proposal. H.R. 1627 - Letter to House members urging co-sponsorship of this bill to provide user fees for regular examinations of registered investment advisors. Expressed opposition to a letter sent to the OMB by ten Senators urging that any DOL fiduciary duty rule be delayed with 60 days after completion of a related SEC proposal. Discussed methods for expediting DOL upgrade of Fiduciary duty definition under ERISA with agency staff. Met with Administration staff to discuss issuance of SEC and DOL fiduciary duty rules. Met with Senate Banking Committee staff to encourage support for SEC and DOL fiduciary duty rules. H.R. 1627, Investment Advisor Examination Improvement Act of 2013 - Letter to House in support (user fees to fund investment advisors). Met with EBSA on proposed regulatory agenda affecting financial institutions and retirement security. (no bill) Discussed bill to enhance law enforcement cooperation on Social Security number theft. (no bill) Discussed bill to require more effective disclosure on retail bond sales. (no bill) Sent letter to SEC demonstrating the harm from maintaining the suitability standard as opposed to imposing a fiduciary duty on broker/dealers to investors. (no bill) Discussed the need for SEC and DOL fiduciary duty and user fees to fund the examination of registered investment advisors. (no bill) Briefed House Financial Services staff on detrimental effects of mandatory pre-dispute arbitration clauses in contracts. (no bill) Briefed Senate financial services staff on bank fraud and the objectives of the Department of Justice's Operation Choke Point. (no bill) H.R. 1627 - Discussed fiduciary duty and user fees to fund the examination of Investment Advisors with SEC Office of the Investor Advocate. Letter to Congress and White House staff on the need to update the definition of "fiduciary" under ERISA. (no bill)
Discussion of transportation issues for the reauthorization of MAP-21. 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.Discussed legislation regarding roadway design and policy enhancements to promote safety for older drivers and pedestrians and increased access to specialized and public transportation for older adults. (no bill) S. 2004, The Safe Streets Act of 2014 - Discussed legislation to ensure that new or improved federally-funded roadways are planned, designed, operated, and maintained to safely accomodate all roadway users. H.R. 2468, The Safe Streets Act of 2013 - Discussed legislation to ensure that new or improved federally-funded roadways are planned, designed, operated, and maintained to safely accomodate all roadway users. Discussed the need to improve human services transportation coordination. H.R. 83, Consolidated Appropriations Act and Further Continuing Appropriation, 2015 - Lobbied to protect funding levels for senior housing and transportation programs, and related community development aid. H.R. 4507, the Pedestrian Fatalities Reduction Act - Sent a letter of support and discussed with Congressional staff members. S. 2284, the Pedestrian Safety Act - Sent a letter of support. Submitted a comment letter to the Department of Transportation regarding a proposed rule for Highway Safety Improvement Performance Management expressing the need for separate performance measures for non-motorized travel. H.R. 4745/S.2438, Transportation and HUD Appropriations bill, 2015 - Lobbied to protect housing and transportation programs serving seniors. H.R. 2468, Safe Streets Act of 2014 - Discussed legislation with staff. H.R. 4726, Innovation in Surface Transportation Act of 2014 - Sent letter of support. Discussed with Congressional staff. H.R. 2305/S. 1123, Preventing and Reducing Improper Medicare Expenditures (PRIME Act) - Discussed legislation with Hill staff. H.R. 1953, Senior Fraud Prevention Act - Discussed legislation with staff.
Discussion of transportation issues for the reauthorization of MAP-21. 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.Discussed legislation regarding roadway design and policy enhancements to promote safety for older drivers and pedestrians and increased access to specialized and public transportation for older adults. (no bill) H. R. 933, Consolidated and Further Continuing Appropriations Act, 2013 - Lobbied to protect vital health and social services programs from enhanced reductions from the prior year baseline, and to prevent repeal of certain financial 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. Lobbied on expected "QM" safe harbor amendment. (The amendment was not offered) S. 2004, The Safe Streets Act of 2014 - Discussed legislation to ensure that new or improved federally-funded roadways are planned, designed, operated, and maintained to safely accomodate all roadway users. H.R. 2468, The Safe Streets Act of 2013 - Discussed legislation to ensure that new or improved federally-funded roadways are planned, designed, operated, and maintained to safely accomodate all roadway users. H.R. 2610/S. 1243, Transportation and Housing and Urban Development and Related Agencies Appropriations Bill, 2014 - Discussed Integrated Planning and Investment Grants Program to help communities to increase their capacity to create jobs, cut traffic congestion, improve air quality, protect rural areas, and create more affordable living and transportation choices. Also, lobbied to protect funding levels for senior housing and transportation programs, and related community development aid. Discussed the need to improve human services transportation coordination. H.R. 3547/H.J.R. 59/H.R. 2775, H.J.R. 106, Consolidated Appropriations Act, 2014 - Lobbied to protect funding levels for senior housing and transportation programs, and related community development aid.
Discussion of transportation issues for the reauthorization of MAP-21. 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.Discussed legislation regarding roadway design and policy enhancements to promote safety for older drivers and pedestrians and increased access to specialized and public transportation for older adults. (no bill) S. 2004, The Safe Streets Act of 2014 - Discussed legislation to ensure that new or improved federally-funded roadways are planned, designed, operated, and maintained to safely accomodate all roadway users. H.R. 2468, The Safe Streets Act of 2013 - Discussed legislation to ensure that new or improved federally-funded roadways are planned, designed, operated, and maintained to safely accomodate all roadway users. Discussed the need to improve human services transportation coordination. H.R. 3547/H.J.R. 59/H.R. 2775, H.J.R. 106, Consolidated Appropriations Act, 2015 - Lobbied to protect funding levels for senior housing and transportation programs, and related community development aid. H.R. 4507, the Pedestrian Fatalities Reduction Act - Sent a letter of support and discussed with Congressional staff members. S. 2284, the Pedestrian Safety Act - Sent a letter of support. Submitted a comment letter to the Department of Transportation regarding a proposed rule for Highway Safety Improvement Performance Management expressing the need for separate performance measures for non-motorized travel. H.R. 4745/S.2438, Transportation and HUD Appropriations bill, 2015 - Lobbied to protect housing and transportation programs serving seniors. H.J.Res. 124, Continuing Appropriations Resolution, 2015 - Lobbied to protect housing and transportation programs from disproportionate reduction under the Continuing Resolution. H.R. 2468, Safe Streets Act of 2014 - Discussed legislation with staff. H. R. 4726, Innovation in Surface Transportation Act of 2014 - Sent letter of support. Discussed with Congressional staff.
Discussion of transportation issues for the reauthorization of MAP-21. 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.Discussed legislation regarding roadway design and policy enhancements to promote safety for older drivers and pedestrians and increased access to specialized and public transportation for older adults. (no bill) S. 2004, The Safe Streets Act of 2014 - Discussed legislation to ensure that new or improved federally-funded roadways are planned, designed, operated, and maintained to safely accomodate all roadway users. H.R. 2468, The Safe Streets Act of 2013 - Discussed legislation to ensure that new or improved federally-funded roadways are planned, designed, operated, and maintained to safely accomodate all roadway users. Discussed the need to improve human services transportation coordination. H.R. 3547/H.J.R. 59/H.R. 2775, H.J.R. 106, Consolidated Appropriations Act, 2015 - Lobbied to protect funding levels for senior housing and transportation programs, and related community development aid. H.R. 4507, the Pedestrian Fatalities Reduction Act - Sent a letter of support. S. 2284, the Pedestrian Safety Act - Sent a letter of support. Submitted a comment letter to the Department of Transportation regarding a proposed rule for Highway Safety Improvement Performance Management expressing the need for separate performance measures for non-motorized travel.
Financial Services and General Government Appropriations Act, 2014
Pub. Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation. Responded to requests for comment with regard to Payday Lending, Mandatory Arbitration, "Larger Participants" (non-bank), and Bank Overdraft Fees.Discussed response to requests for comment with regard to Student Loan Affordability and Authority to restrict Mandatory Pre-Dispute Arbitration. Lobbied against H.R. 3035 the "Mobile Informational Call Act" of 2011. Responded to Consumer Financial Protection Bureau request for comment on "Procedural Rules to Establish Supervisory Authority over Certain Nonbank Covered Persons Based on Risk Determination. Responded to Consumer Financial Protection Bureau request for comment on Senior Financial Exploitation. Submitted comment letter to the CFPB on Integrated Mortgage Disclosure under RESPA and TILA Docket No. CFPB-2012-0028. Submitted comments to the CFPB on effective financial education, Docket No. CFPB 2012-0030. H.R. 2786/S.1371, Financial Services and General Government Appropriations bill, 2014 - Lobbied to protect funding levels for SEC, CFIC and CFPB, enforcement of consumer protection laws and agencies. H. R. 1953, Senior Fraud Prevention Act - Expressed support for bill and urged cosponsorship. S. 807, Letter of Support for the Plain Writing Act for Regulations. S. 1358, Letter in support of the Senior Fraud Prevention Act. Letter from AARP and Americans Act for Financial Reform (AFR) to the House urging opposition to a package of bills that would weaken CFPB's structure and funding mechanism. S. 878/H.R. 1844, Arbitration Fairness Act - AARP went on record in support of the bills. H.R. 3547, H.J.R. 59/H.R. 2775, H.J.R. 106, Consolidated Appropriations Act, 2014 - Lobbied to protect funding levels for SEC, CFIC and CFPB, enforcement of consumer portection laws and agencies. H.R. 3193, Consumer Financial Freedom and Washington Accountability Act - Letter in opposition to bill to weaken the CFPB. Sent letter to CFPB to correct abusive debt collection practices, Docket 2013-0033, RIN 3170-AA41.
Financial Services and General Government Appropriations Act, 2014
Pub. Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation. Responded to requests for comment with regard to Payday Lending, Mandatory Arbitration, "Larger Participants" (non-bank), and Bank Overdraft Fees.Discussed response to requests for comment with regard to Student Loan Affordability and Authority to restrict Mandatory Pre-Dispute Arbitration. Lobbied against H.R. 3035 the "Mobile Informational Call Act" of 2011. Responded to Consumer Financial Protection Bureau request for comment on "Procedural Rules to Establish Supervisory Authority over Certain Nonbank Covered Persons Based on Risk Determination. Responded to Consumer Financial Protection Bureau request for comment on Senior Financial Exploitation. Submitted comment letter to the CFPB on Integrated Mortgage Disclosure under RESPA and TILA Docket No. CFPB-2012-0028. Submitted comments to the CFPB on effective financial education, Docket No. CFPB 2012-0030. H.R. 2786/S.1371, Financial Services and General Government Appropriations bill, 2014 - Lobbied to protect funding levels for SEC, CFIC and CFPB, enforcement of consumer protection laws and agencies. H. R. 1953, Senior Fraud Prevention Act - Expressed support for bill and urged cosponsorship. S. 807, Letter of Support for the Plain Writing Act for Regulations. S. 1358, Letter in support of the Senior Fraud Prevention Act. Letter from AARP and Americans Act for Financial Reform (AFR) to the House urging opposition to a package of bills that would weaken CFPB's structure and funding mechanism. S. 878/H.R. 1844, Arbitration Fairness Act - AARP went on record in support of the bills. Financial Services and General Government Appropriations bill, 2015 - Lobbied to protect funding levels for SEC, CFIC and CFPB, enforcement of consumer portection laws and agencies. H.R. 3193, Consumer Financial Freedom and Washington Accountability Act - Letter in opposition to bill to weaken the CFPB. Sent letter to CFPB to correct abusive debt collection practices, Docket 2013-0033, RIN 3170-AA41. H.R. 4436, Discussed Investing in Student Success Act. Discussed Fraud Watch Network. (no bill) Briefed House Financial Services staff on detrimental effects of mandatory pre-dispute arbitration clauses in contracts. (no bill) Briefed Senate financial services staff on bank fraud and the objectives of the Department of Justice's Operation Choke Point. (no bill)
Financial Services and General Government Appropriations Act, 2014
Discussed financial regulatory reforms, including consumer and investor protections. (no bill) Pub.Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation.Letter sent to Senate Banking Committee Members in support of confirming a nominee to serve as the director of the Consumer Financial Protection Bureau. (no bill) Sign-on letter sent to the Federal Reserve, Consumer Financial Protection Bureau, Federal Deposit Insurance Corporation and Office of the Comptroller of the Currency in support of action of bank involvement in high-cost payday loans. (no bill) Discussed Banking Committee issues including SEC Fiduciary rulemaking, JOBS Act implementation and Dodd-Frank implementation. (no bill) H.R. 2787/S. 1329, The Commerce, Justice and Science Appropriations Act of 2014 - Lobbied to protect consumer protection programs with jurisdiction of subcommittee. H.R. 2786/S. 1371, The Financial Services and General Government Appropriations Act of 2014 - Lobbied to protect consumer protection programs and implementation of ACA health insurance exchanges. H.R. 1062, Letter written in opposition to the SEC Regulatory Accountability Act. Sent letter to the SEC urging it to propose rulemaking on Fiduciary Duty. (no bill) H.R. 2374, Letter written in opposition to the Retail Investor Protection Act. H.R. 1953, Expressed support for the Senior Fraud Prevention Act (FTC). S. 1358, Seniors Fraud Prevention Act - Letter written in support of this bill. S. 807, Plain Writing Act for Regulations - Letter written in support of this bill. Comment letter to the SEC on amendments to Reg. D, Form D, and rule 156 under the SEC Act, to implement JOBS Act provisions. Letter to Senate urging members not to sign a letter to OMB that would elay or prevent rulemaking by SEC and DOL on fiduciary duty. Comment letter to SEC in response to RFI regarding duties of broker/dealers and investment advisors. H.R. 3547/H.J.R./59/H.R. 2775/H.J.R. 106, Consolidated Appropriations Act, 2014 - Lobbied to prevent inclusion of Medicare, Medicaid and Social Security benefit cuts and to protect vital health, social services, housing and transportation programs from enhanced reductions from the prior year baseline, and to prevent repeal of certain financial and health care-related regulation. Lobbied in opposition to H.R. 2374, the Retail Investor Protection Act, voted on by the House in October 2013. Letter to OMB urging expedited handling of upcoming JEC and DOL fiduciary proposals in opposition to Congressional suggestions that the rules be delayed. Met with JEC Commissioners to discuss the need to move forward with a fiduciary duty proposal. H.R. 1622 - Letter to House members urging co-sponsorship of this bill to provide user fees for regular examinations of registered investment advisors. Letter to OMB in opposition to a letter sent to the agency by ten Senators urging that any DOL fiduciary duty rule be delayed with 60 days after completion of a related SEC proposal. Discussed methods for expediting DOL upgrade of Fiduciary duty definition under ERISA with agency staff. Met with Administration staff to discuss issuance of SEC and DOL fiduciary duty rules. Met with Senate Banking Committee staff to encourage support for SEC and DOL fiduciary duty rules. H.R. 1627, Investment Advisor Examination Improvement Act of 2013 - Letter to House in support (user fees to fund investment advisors). Met with EBSA on proposed regulatory agenda affecting financial institutions and retirement security. (no bill) Discussed bill to enhance law enforcement cooperation on Social Security number theft. (no bill) Discussed bill to require more effective disclosure on retail bond sales. (no bill)
Commerce, Justice, Science, and Related Agencies Appropriations Act, 2014
Discussed financial regulatory reforms, including consumer and investor protections. (no bill) Pub.Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation.Letter sent to Senate Banking Committee Members in support of confirming a nominee to serve as the director of the Consumer Financial Protection Bureau. (no bill) Sign-on letter sent to the Federal Reserve, Consumer Financial Protection Bureau, Federal Deposit Insurance Corporation and Office of the Comptroller of the Currency in support of action of bank involvement in high-cost payday loans. (no bill) Discussed Banking Committee issues including SEC Fiduciary rulemaking, JOBS Act implementation and Dodd-Frank implementation. (no bill) H.R. 2787/S. 1329, The Commerce, Justice and Science Appropriations Act of 2014 - Lobbied to protect consumer protection programs with jurisdiction of subcommittee. H.R. 2786/S. 1371, The Financial Services and General Government Appropriations Act of 2014 - Lobbied to protect consumer protection programs and implementation of ACA health insurance exchanges. H.R. 1062, Letter written in opposition to the SEC Regulatory Accountability Act. Sent letter to the SEC urging it to propose rulemaking on Fiduciary Duty. (no bill) H.R. 2374, Letter written in opposition to the Retail Investor Protection Act. H.R. 1953, Expressed support for the Senior Fraud Prevention Act (FTC). S. 1358, Seniors Fraud Prevention Act - Letter written in support of this bill. S. 807, Plain Writing Act for Regulations - Letter written in support of this bill. Comment letter to the SEC on amendments to Reg. D, Form D, and rule 156 under the SEC Act, to implement JOBS Act provisions. Letter to Senate urging members not to sign a letter to OMB that would elay or prevent rulemaking by SEC and DOL on fiduciary duty. Comment letter to SEC in response to RFI regarding duties of broker/dealers and investment advisors. H.R. 3547/H.J.R./59/H.R. 2775/H.J.R. 106, Consolidated Appropriations Act, 2014 - Lobbied to prevent inclusion of Medicare, Medicaid and Social Security benefit cuts and to protect vital health, social services, housing and transportation programs from enhanced reductions from the prior year baseline, and to prevent repeal of certain financial and health care-related regulation. Lobbied in opposition to H.R. 2374, the Retail Investor Protection Act, voted on by the House in October 2013. Letter to OMB urging expedited handling of upcoming JEC and DOL fiduciary proposals in opposition to Congressional suggestions that the rules be delayed. Met with JEC Commissioners to discuss the need to move forward with a fiduciary duty proposal. H.R. 1622 - Letter to House members urging co-sponsorship of this bill to provide user fees for regular examinations of registered investment advisors. Letter to OMB in opposition to a letter sent to the agency by ten Senators urging that any DOL fiduciary duty rule be delayed with 60 days after completion of a related SEC proposal. Discussed methods for expediting DOL upgrade of Fiduciary duty definition under ERISA with agency staff. Met with Administration staff to discuss issuance of SEC and DOL fiduciary duty rules. Met with Senate Banking Committee staff to encourage support for SEC and DOL fiduciary duty rules. H.R. 1627, Investment Advisor Examination Improvement Act of 2013 - Letter to House in support (user fees to fund investment advisors). Met with EBSA on proposed regulatory agenda affecting financial institutions and retirement security. (no bill) Discussed bill to enhance law enforcement cooperation on Social Security number theft. (no bill) Discussed bill to require more effective disclosure on retail bond sales. (no bill)
Discussed increasing senior representation in CDC studies and supported public participation in samples.Lobbied against inclusion of Social Security, Medicare and Medicaid legislation affecting benefit levels or service delivery in any budget deal, and urged congress to not reduce spending levels below current services levels for various non-security discretionary programs, including Health Care (including Rx, medical research and premium support), Social Security (administrative expenses), Older Americans Act Supportive Service, Nutrition and Caregiver programs and, Low Income Home Energy Assistance. Discussed Social Security Administration's Representative Payee program's current and future challenges. (no bill) Discussed implementation of Windsor decision at the Social Security Administration with Congressional staff. H.R. 3695 - To provide a temporary extension of the Food, Conservation, and Energy Act of 2008 and amendments made by that Act, as previously extended and amended and with certain additional modifications and exceptions, to suspend permanent price support authorities, and for other purposes. H.R. 2642 - Oppose farm bill that authorizes only farm programs for five years and severs nutrition programs. S. 954, Agriculture Reform, Food, and Jobs Act of 2013 - Support Senate Authorization of Farm Bill despite concerns about SNAP cuts. H.R. 3102, Nutrition Reform and Work Opportunity Act of 2013 - Oppose House Nutrition only bill to reauthorize USDA nutrition programs for only three years with cuts and apart from the Farm Bill. Discussed events related to the government shut down.
Discussed increasing senior representation in CDC studies and supported public participation in samples.Lobbied against inclusion of Social Security, Medicare and Medicaid legislation affecting benefit levels or service delivery in any budget deal, and urged congress to not reduce spending levels below current services levels for various non-security discretionary programs, including Health Care (including Rx, medical research and premium support), Social Security (administrative expenses), Older Americans Act Supportive Service, Nutrition and Caregiver programs and, Low Income Home Energy Assistance. Discussed Social Security Administration's Representative Payee program's current and future challenges. (no bill) Discussed implementation of Windsor decision at the Social Security Administration with Congressional staff. H.R. 3695 - To provide a temporary extension of the Food, Conservation, and Energy Act of 2008 and amendments made by that Act, as previously extended and amended and with certain additional modifications and exceptions, to suspend permanent price support authorities, and for other purposes. H.R. 2642 - Oppose farm bill that authorizes only farm programs for five years and severs nutrition programs. S. 954, Agriculture Reform, Food, and Jobs Act of 2013 - Support Senate Authorization of Farm Bill despite concerns about SNAP cuts. H.R. 3102, Nutrition Reform and Work Opportunity Act of 2013 - Oppose House Nutrition only bill to reauthorize USDA nutrition programs for only three years with cuts and apart from the Farm Bill. Discussed events related to the government shut down.
H.J. Resolution 59/H.R. 2775/S. 1284 - Discussed poverty and hunger issues.Discussed increasing senior representation in CDC studies and supported public participation in samples. Lobbied against inclusion of Social Security, Medicare and Medicaid legislation affecting benefit levels or service delivery in any budget deal, and urged congress to not reduce spending levels below current services levels for various non-security discretionary programs, including Health Care (including Rx, medical research and premium support), Social Security (administrative expenses), Older Americans Act Supportive Service, Nutrition and Caregiver programs, Low Income Home Energy Assistance, Weatherization, Elderly Housing and Transit/Transportation, Legal and Taxpayer Assistance, Consumer and Worker Protections and Postal Services. Discussed Social Security Administration's Representative Payee program's current and future challenges. (no bill) H.R. 3547/H.J.R.59/H.R. 2775/H.J.R. 106, Consolidated Appropriations Act, 2014 - Lobbied to prevent inclusion of Medicare, Medicaid and Social Security benefit cuts and to protect vital health, social services, housing and transportation programs from enhanced reductions from the prior year baseline, and to prevent repeal of certain financial and health care-related regulation. Discussed implementation of Windsor decision at the Social Security Administration with Congressional staff. H.R. 3695 - To provide a temporary extension of the Food, Conservation, and Energy Act of 2008 and amendments made by that Act, as previously extended and amended and with certain additional modifications and exceptions, to suspend permanent price support authorities, and for other purposes. H.R. 2642 - Oppose farm bill that authorizes only farm programs for five years and severs nutrition programs. S. 954, Agriculture Reform, Food, and Jobs Act of 2013 - Support Senate Authorization of Farm Bill despite concerns about SNAP cuts. H.R. 3102, Nutrition Reform and Work Opportunity Act of 2013 - Oppose House Nutrition only bill to reauthorize USDA nutrition programs for only three years with cuts and apart from the Farm Bill. Discussed events related to the government shut down.
Discussed increasing senior representation in CDC studies and supported public participation in samples.Lobbied against inclusion of Social Security, Medicare and Medicaid legislation affecting benefit levels or service delivery in any budget deal, and urged congress to not reduce spending levels below current services levels for various non-security discretionary programs, including Health Care (including Rx, medical research and premium support), Social Security (administrative expenses), Older Americans Act Supportive Service, Nutrition and Caregiver programs and, Low Income Home Energy Assistance. Discussed Social Security Administration's Representative Payee program's current and future challenges. (no bill) Discussed implementation of Windsor decision at the Social Security Administration with Congressional staff. H.R. 3695 - To provide a temporary extension of the Food, Conservation, and Energy Act of 2008 and amendments made by that Act, as previously extended and amended and with certain additional modifications and exceptions, to suspend permanent price support authorities, and for other purposes. H.R. 2642 - Oppose farm bill that authorizes only farm programs for five years and severs nutrition programs. S. 954, Agriculture Reform, Food, and Jobs Act of 2013 - Support Senate Authorization of Farm Bill despite concerns about SNAP cuts. H.R. 3102, Nutrition Reform and Work Opportunity Act of 2013 - Oppose House Nutrition only bill to reauthorize USDA nutrition programs for only three years with cuts and apart from the Farm Bill. Discussed events related to the government shut down.
Pub. Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation. Responded to requests for comment with regard to Payday Lending, Mandatory Arbitration, "Larger Participants" (non-bank), and Bank Overdraft Fees.Discussed response to requests for comment with regard to Student Loan Affordability and Authority to restrict Mandatory Pre-Dispute Arbitration. Lobbied against H.R. 3035 the "Mobile Informational Call Act" of 2011. Responded to Consumer Financial Protection Bureau request for comment on "Procedural Rules to Establish Supervisory Authority over Certain Nonbank Covered Persons Based on Risk Determination. Responded to Consumer Financial Protection Bureau request for comment on Senior Financial Exploitation. Submitted comment letter to the CFPB on Integrated Mortgage Disclosure under RESPA and TILA Docket No. CFPB-2012-0028. Submitted comments to the CFPB on effective financial education, Docket No. CFPB 2012-0030. H.R. 2786/S.1371, Financial Services and General Government Appropriations bill, 2014 - Lobbied to protect funding levels for SEC, CFIC and CFPB, enforcement of consumer protection laws and agencies. H. R. 1953, Senior Fraud Prevention Act - Expressed support for bill and urged cosponsorship. S. 807, Letter of Support for the Plain Writing Act for Regulations. S. 1358, Letter in support of the Senior Fraud Prevention Act. Letter from AARP and Americans Act for Financial Reform (AFR) to the House urging opposition to a package of bills that would weaken CFPB's structure and funding mechanism. S. 878/H.R. 1844, Arbitration Fairness Act - AARP went on record in support of the bills. H.R. 3547, H.J.R. 59/H.R. 2775, H.J.R. 106, Consolidated Appropriations Act, 2014 - Lobbied to protect funding levels for SEC, CFIC and CFPB, enforcement of consumer portection laws and agencies. H.R. 3193, Consumer Financial Freedom and Washington Accountability Act - Letter in opposition to bill to weaken the CFPB. Sent letter to CFPB to correct abusive debt collection practices, Docket 2013-0033, RIN 3170-AA41.
Pub. Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation. Responded to requests for comment with regard to Payday Lending, Mandatory Arbitration, "Larger Participants" (non-bank), and Bank Overdraft Fees.Lobbied against H.R. 3035 the "Mobile Informational Call Act" of 2011. Responded to Consumer Financial Protection Bureau request for comment on "Procedural Rules to Establish Supervisory Authority over Certain Nonbank Covered Persons Based on Risk Determination. Submitted comments to the CFPB on effective financial education, Docket No. CFPB 2012-0030. Letter from AARP and Americans Act for Financial Reform (AFR) to the House urging opposition to a package of bills that would weaken CFPB's structure and funding mechanism. S. 878/H.R. 1844, Arbitration Fairness Act - AARP went on record in support of the bills. H.R. 83, Consolidated and Further Continuing Appropriations, 2015 - Lobbied to protect funding levels for SEC, CFIC and CFPB, enforcement of consumer portection laws and agencies. H.R. 3193, Consumer Financial Freedom and Washington Accountability Act - Letter in opposition to bill to weaken the CFPB. Sent letter to CFPB to correct abusive debt collection practices, Docket 2013-0033, RIN 3170-AA41. H.R. 4436, Discussed Investing in Student Success Act. Discussed Fraud Watch Network. (no bill) Briefed House Financial Services staff on detrimental effects of mandatory pre-dispute arbitration clauses in contracts. (no bill) Briefed Senate financial services staff on bank fraud and the objectives of the Department of Justice's Operation Choke Point. (no bill) CFPB-2014-007-Responded to CFPB debt collection survey proposal. CFPB-2013-0033/RIN 3170-AA41 - Responded to CFPB AAPR on debt collection. CFPB-2014-0012-Responded to CFPB RFI on Mobil Financial Services. CFPB-2014-0016-Responded to CFPB request for comment on Disclosure of Consumer Complaint Narrative Data. H.J. Res. 124, Continuing Appropriations Resolution, 2015 - Lobbied to protect funding for SEC, CFIC and CFPB consumer protection programs.
Pub. Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation. Responded to requests for comment with regard to Payday Lending, Mandatory Arbitration, "Larger Participants" (non-bank), and Bank Overdraft Fees.Lobbied against H.R. 3035 the "Mobile Informational Call Act" of 2011. Responded to Consumer Financial Protection Bureau request for comment on "Procedural Rules to Establish Supervisory Authority over Certain Nonbank Covered Persons Based on Risk Determination. Submitted comments to the CFPB on effective financial education, Docket No. CFPB 2012-0030. H.R. 5016, Financial Services and General Government Appropriations bill, 2015 - Lobbied to protect funding levels for SEC, CFIC and CFPB, enforcement of consumer protection laws and agencies. Letter from AARP and Americans Act for Financial Reform (AFR) to the House urging opposition to a package of bills that would weaken CFPB's structure and funding mechanism. S. 878/H.R. 1844, Arbitration Fairness Act - AARP went on record in support of the bills. Financial Services and General Government Appropriations bill, 2015 - Lobbied to protect funding levels for SEC, CFIC and CFPB, enforcement of consumer portection laws and agencies. H.R. 3193, Consumer Financial Freedom and Washington Accountability Act - Letter in opposition to bill to weaken the CFPB. Sent letter to CFPB to correct abusive debt collection practices, Docket 2013-0033, RIN 3170-AA41. H.R. 4436, Discussed Investing in Student Success Act. Discussed Fraud Watch Network. (no bill) Briefed House Financial Services staff on detrimental effects of mandatory pre-dispute arbitration clauses in contracts. (no bill) Briefed Senate financial services staff on bank fraud and the objectives of the Department of Justice's Operation Choke Point. (no bill) CFPB-2014-007-Responded to CFPB debt collection survey proposal. CFPB-2013-0033/RIN 3170-AA41 - Responded to CFPB AAPR on debt collection. CFPB-2014-0012-Responded to CFPB RFI on Mobil Financial Services. CFPB-2014-0016-Responded to CFPB request for comment on Disclosure of Consumer Complaint Narrative Data. H.J. Res. 124, Continuing Appropriations Resolution, 2015 - Lobbied to protect funding for SEC, CFIC and CFPB consumer protection programs.
Pub. Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation. Responded to requests for comment with regard to Payday Lending, Mandatory Arbitration, "Larger Participants" (non-bank), and Bank Overdraft Fees.Discussed response to requests for comment with regard to Student Loan Affordability and Authority to restrict Mandatory Pre-Dispute Arbitration. Lobbied against H.R. 3035 the "Mobile Informational Call Act" of 2011. Responded to Consumer Financial Protection Bureau request for comment on "Procedural Rules to Establish Supervisory Authority over Certain Nonbank Covered Persons Based on Risk Determination. Responded to Consumer Financial Protection Bureau request for comment on Senior Financial Exploitation. Submitted comment letter to the CFPB on Integrated Mortgage Disclosure under RESPA and TILA Docket No. CFPB-2012-0028. Submitted comments to the CFPB on effective financial education, Docket No. CFPB 2012-0030. H.R. 2786/S.1371, Financial Services and General Government Appropriations bill, 2014 - Lobbied to protect funding levels for SEC, CFIC and CFPB, enforcement of consumer protection laws and agencies. H. R. 1953, Senior Fraud Prevention Act - Expressed support for bill and urged cosponsorship. S. 807, Letter of Support for the Plain Writing Act for Regulations. S. 1358, Letter in support of the Senior Fraud Prevention Act. Letter from AARP and Americans Act for Financial Reform (AFR) to the House urging opposition to a package of bills that would weaken CFPB's structure and funding mechanism. S. 878/H.R. 1844, Arbitration Fairness Act - AARP went on record in support of the bills. Financial Services and General Government Appropriations bill, 2015 - Lobbied to protect funding levels for SEC, CFIC and CFPB, enforcement of consumer portection laws and agencies. H.R. 3193, Consumer Financial Freedom and Washington Accountability Act - Letter in opposition to bill to weaken the CFPB. Sent letter to CFPB to correct abusive debt collection practices, Docket 2013-0033, RIN 3170-AA41. H.R. 4436, Discussed Investing in Student Success Act. Discussed Fraud Watch Network. (no bill) Briefed House Financial Services staff on detrimental effects of mandatory pre-dispute arbitration clauses in contracts. (no bill) Briefed Senate financial services staff on bank fraud and the objectives of the Department of Justice's Operation Choke Point. (no bill)
Filed comments and ex parte on Transition to IP Technology; met with FCC on Transition IP and Lifeline issues.Response to request for comments on Docket 12-353. (no bill) Discussed current FCC issues and request for comments. Discussed Lifeline issues. Discussed Internet Protocol with Congressional staff members. Discussed Internet Protocol transition with FCC staff. Discussed telecom issues with NTIA staff. H.R. 3670 - Discussed and recommended AARP support for bill on Anti-Spoofing.
Filed comments and ex partes on Internet Protocol transition technology.Response to request for comments on Docket 12-353. (no bill) Discussed current FCC issues and request for comments. Discussed Lifeline issues. Discussed Internet Protocol with Congressional staff members. Discussed Internet Protocol transition with FCC staff. Discussed telecom issues with NTIA staff. H.R. 3670 - Discussed and recommended AARP support for bill on Anti-Spoofing. Responded to request for Reply Comments on IP Transition with FCC. (no bill) Met with Senate Commerce, Science and Transportation Committee staff on AARP affordable telecommunications' issues. (no bill) Discussed impact of proposed legislation regarding Designated Market Areas (DMSs) and the impact on viewing of 50+ living in smaller or non-dominant DMA markets with Senator and staff. (no bill)
Pub. Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation. Responded to requests for comment with regard to Payday Lending, Mandatory Arbitration, "Larger Participants" (non-bank), and Bank Overdraft Fees.Discussed response to requests for comment with regard to Student Loan Affordability and Authority to restrict Mandatory Pre-Dispute Arbitration. Lobbied against H.R. 3035 the "Mobile Informational Call Act" of 2011. Responded to Consumer Financial Protection Bureau request for comment on "Procedural Rules to Establish Supervisory Authority over Certain Nonbank Covered Persons Based on Risk Determination. Responded to Consumer Financial Protection Bureau request for comment on Senior Financial Exploitation. Submitted comment letter to the CFPB on Integrated Mortgage Disclosure under RESPA and TILA Docket No. CFPB-2012-0028. Submitted comments to the CFPB on effective financial education, Docket No. CFPB 2012-0030. H.R. 2786/S.1371, Financial Services and General Government Appropriations bill, 2014 - Lobbied to protect funding levels for SEC, CFIC and CFPB, enforcement of consumer protection laws and agencies. H. R. 1953, Senior Fraud Prevention Act - Expressed support for bill and urged cosponsorship. S. 807, Letter of Support for the Plain Writing Act for Regulations. S. 1358, Letter in support of the Senior Fraud Prevention Act. Letter from AARP and Americans Act for Financial Reform (AFR) to the House urging opposition to a package of bills that would weaken CFPB's structure and funding mechanism. S. 878/H.R. 1844, Arbitration Fairness Act - AARP went on record in support of the bills. Financial Services and General Government Appropriations bill, 2015 - Lobbied to protect funding levels for SEC, CFIC and CFPB, enforcement of consumer portection laws and agencies. H.R. 3193, Consumer Financial Freedom and Washington Accountability Act - Letter in opposition to bill to weaken the CFPB. Sent letter to CFPB to correct abusive debt collection practices, Docket 2013-0033, RIN 3170-AA41. H.R. 4436, Discussed Investing in Student Success Act. Discussed Fraud Watch Network. (no bill) Briefed House Financial Services staff on detrimental effects of mandatory pre-dispute arbitration clauses in contracts. (no bill) Briefed Senate financial services staff on bank fraud and the objectives of the Department of Justice's Operation Choke Point. (no bill)
Pub. Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation. Responded to requests for comment with regard to Payday Lending, Mandatory Arbitration, "Larger Participants" (non-bank), and Bank Overdraft Fees.Lobbied against H.R. 3035 the "Mobile Informational Call Act" of 2011. Responded to Consumer Financial Protection Bureau request for comment on "Procedural Rules to Establish Supervisory Authority over Certain Nonbank Covered Persons Based on Risk Determination. Submitted comments to the CFPB on effective financial education, Docket No. CFPB 2012-0030. H.R. 5016, Financial Services and General Government Appropriations bill, 2015 - Lobbied to protect funding levels for SEC, CFIC and CFPB, enforcement of consumer protection laws and agencies. Letter from AARP and Americans Act for Financial Reform (AFR) to the House urging opposition to a package of bills that would weaken CFPB's structure and funding mechanism. S. 878/H.R. 1844, Arbitration Fairness Act - AARP went on record in support of the bills. Financial Services and General Government Appropriations bill, 2015 - Lobbied to protect funding levels for SEC, CFIC and CFPB, enforcement of consumer portection laws and agencies. H.R. 3193, Consumer Financial Freedom and Washington Accountability Act - Letter in opposition to bill to weaken the CFPB. Sent letter to CFPB to correct abusive debt collection practices, Docket 2013-0033, RIN 3170-AA41. H.R. 4436, Discussed Investing in Student Success Act. Discussed Fraud Watch Network. (no bill) Briefed House Financial Services staff on detrimental effects of mandatory pre-dispute arbitration clauses in contracts. (no bill) Briefed Senate financial services staff on bank fraud and the objectives of the Department of Justice's Operation Choke Point. (no bill) CFPB-2014-007-Responded to CFPB debt collection survey proposal. CFPB-2013-0033/RIN 3170-AA41 - Responded to CFPB AAPR on debt collection. CFPB-2014-0012-Responded to CFPB RFI on Mobil Financial Services. CFPB-2014-0016-Responded to CFPB request for comment on Disclosure of Consumer Complaint Narrative Data. H.J. Res. 124, Continuing Appropriations Resolution, 2015 - Lobbied to protect funding for SEC, CFIC and CFPB consumer protection programs.
Pub. Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation. Responded to requests for comment with regard to Payday Lending, Mandatory Arbitration, "Larger Participants" (non-bank), and Bank Overdraft Fees.Lobbied against H.R. 3035 the "Mobile Informational Call Act" of 2011. Responded to Consumer Financial Protection Bureau request for comment on "Procedural Rules to Establish Supervisory Authority over Certain Nonbank Covered Persons Based on Risk Determination. Submitted comments to the CFPB on effective financial education, Docket No. CFPB 2012-0030. Letter from AARP and Americans Act for Financial Reform (AFR) to the House urging opposition to a package of bills that would weaken CFPB's structure and funding mechanism. S. 878/H.R. 1844, Arbitration Fairness Act - AARP went on record in support of the bills. H.R. 83, Consolidated and Further Continuing Appropriations, 2015 - Lobbied to protect funding levels for SEC, CFIC and CFPB, enforcement of consumer portection laws and agencies. H.R. 3193, Consumer Financial Freedom and Washington Accountability Act - Letter in opposition to bill to weaken the CFPB. Sent letter to CFPB to correct abusive debt collection practices, Docket 2013-0033, RIN 3170-AA41. H.R. 4436, Discussed Investing in Student Success Act. Discussed Fraud Watch Network. (no bill) Briefed House Financial Services staff on detrimental effects of mandatory pre-dispute arbitration clauses in contracts. (no bill) Briefed Senate financial services staff on bank fraud and the objectives of the Department of Justice's Operation Choke Point. (no bill) CFPB-2014-007-Responded to CFPB debt collection survey proposal. CFPB-2013-0033/RIN 3170-AA41 - Responded to CFPB AAPR on debt collection. CFPB-2014-0012-Responded to CFPB RFI on Mobil Financial Services. CFPB-2014-0016-Responded to CFPB request for comment on Disclosure of Consumer Complaint Narrative Data. H.J. Res. 124, Continuing Appropriations Resolution, 2015 - Lobbied to protect funding for SEC, CFIC and CFPB consumer protection programs.
Discussion of transportation issues for the reauthorization of MAP-21. 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.Discussed legislation regarding roadway design and policy enhancements to promote safety for older drivers and pedestrians and increased access to specialized and public transportation for older adults. (no bill) S. 2004, The Safe Streets Act of 2014 - Discussed legislation to ensure that new or improved federally-funded roadways are planned, designed, operated, and maintained to safely accomodate all roadway users. H.R. 2468, The Safe Streets Act of 2013 - Discussed legislation to ensure that new or improved federally-funded roadways are planned, designed, operated, and maintained to safely accomodate all roadway users. Discussed the need to improve human services transportation coordination. H.R. 3547/H.J.R. 59/H.R. 2775, H.J.R. 106, Consolidated Appropriations Act, 2015 - Lobbied to protect funding levels for senior housing and transportation programs, and related community development aid. H.R. 4507, the Pedestrian Fatalities Reduction Act - Sent a letter of support and discussed with Congressional staff members. S. 2284, the Pedestrian Safety Act - Sent a letter of support. Submitted a comment letter to the Department of Transportation regarding a proposed rule for Highway Safety Improvement Performance Management expressing the need for separate performance measures for non-motorized travel. H.R. 4745/S.2438, Transportation and HUD Appropriations bill, 2015 - Lobbied to protect housing and transportation programs serving seniors. H.J.Res. 124, Continuing Appropriations Resolution, 2015 - Lobbied to protect housing and transportation programs from disproportionate reduction under the Continuing Resolution. H.R. 2468, Safe Streets Act of 2014 - Discussed legislation with staff. H. R. 4726, Innovation in Surface Transportation Act of 2014 - Sent letter of support. Discussed with Congressional staff.
Discussion of transportation issues for the reauthorization of MAP-21. 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.Discussed legislation regarding roadway design and policy enhancements to promote safety for older drivers and pedestrians and increased access to specialized and public transportation for older adults. (no bill) S. 2004, The Safe Streets Act of 2014 - Discussed legislation to ensure that new or improved federally-funded roadways are planned, designed, operated, and maintained to safely accomodate all roadway users. H.R. 2468, The Safe Streets Act of 2013 - Discussed legislation to ensure that new or improved federally-funded roadways are planned, designed, operated, and maintained to safely accomodate all roadway users. Discussed the need to improve human services transportation coordination. H.R. 83, Consolidated Appropriations Act and Further Continuing Appropriation, 2015 - Lobbied to protect funding levels for senior housing and transportation programs, and related community development aid. H.R. 4507, the Pedestrian Fatalities Reduction Act - Sent a letter of support and discussed with Congressional staff members. S. 2284, the Pedestrian Safety Act - Sent a letter of support. Submitted a comment letter to the Department of Transportation regarding a proposed rule for Highway Safety Improvement Performance Management expressing the need for separate performance measures for non-motorized travel. H.R. 4745/S.2438, Transportation and HUD Appropriations bill, 2015 - Lobbied to protect housing and transportation programs serving seniors. H.R. 2468, Safe Streets Act of 2014 - Discussed legislation with staff. H.R. 4726, Innovation in Surface Transportation Act of 2014 - Sent letter of support. Discussed with Congressional staff. H.R. 2305/S. 1123, Preventing and Reducing Improper Medicare Expenditures (PRIME Act) - Discussed legislation with Hill staff. H.R. 1953, Senior Fraud Prevention Act - Discussed legislation with staff.
Discussion of transportation issues for the reauthorization of MAP-21. 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.Discussed legislation regarding roadway design and policy enhancements to promote safety for older drivers and pedestrians and increased access to specialized and public transportation for older adults. (no bill) S. 2004, The Safe Streets Act of 2014 - Discussed legislation to ensure that new or improved federally-funded roadways are planned, designed, operated, and maintained to safely accomodate all roadway users. H.R. 2468, The Safe Streets Act of 2013 - Discussed legislation to ensure that new or improved federally-funded roadways are planned, designed, operated, and maintained to safely accomodate all roadway users. Discussed the need to improve human services transportation coordination. H.R. 3547/H.J.R. 59/H.R. 2775, H.J.R. 106, Consolidated Appropriations Act, 2015 - Lobbied to protect funding levels for senior housing and transportation programs, and related community development aid. H.R. 4507, the Pedestrian Fatalities Reduction Act - Sent a letter of support. S. 2284, the Pedestrian Safety Act - Sent a letter of support. Submitted a comment letter to the Department of Transportation regarding a proposed rule for Highway Safety Improvement Performance Management expressing the need for separate performance measures for non-motorized travel.
Discussion of transportation issues for the reauthorization of MAP-21. 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.Discussed legislation regarding roadway design and policy enhancements to promote safety for older drivers and pedestrians and increased access to specialized and public transportation for older adults. (no bill) S. 2004, The Safe Streets Act of 2014 - Discussed legislation to ensure that new or improved federally-funded roadways are planned, designed, operated, and maintained to safely accomodate all roadway users. H.R. 2468, The Safe Streets Act of 2013 - Discussed legislation to ensure that new or improved federally-funded roadways are planned, designed, operated, and maintained to safely accomodate all roadway users. Discussed the need to improve human services transportation coordination. H.R. 83, Consolidated Appropriations Act and Further Continuing Appropriation, 2015 - Lobbied to protect funding levels for senior housing and transportation programs, and related community development aid. H.R. 4507, the Pedestrian Fatalities Reduction Act - Sent a letter of support and discussed with Congressional staff members. S. 2284, the Pedestrian Safety Act - Sent a letter of support. Submitted a comment letter to the Department of Transportation regarding a proposed rule for Highway Safety Improvement Performance Management expressing the need for separate performance measures for non-motorized travel. H.R. 4745/S.2438, Transportation and HUD Appropriations bill, 2015 - Lobbied to protect housing and transportation programs serving seniors. H.R. 2468, Safe Streets Act of 2014 - Discussed legislation with staff. H.R. 4726, Innovation in Surface Transportation Act of 2014 - Sent letter of support. Discussed with Congressional staff. H.R. 2305/S. 1123, Preventing and Reducing Improper Medicare Expenditures (PRIME Act) - Discussed legislation with Hill staff. H.R. 1953, Senior Fraud Prevention Act - Discussed legislation with staff.
Discussion of transportation issues for the reauthorization of MAP-21. 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.Discussed legislation regarding roadway design and policy enhancements to promote safety for older drivers and pedestrians and increased access to specialized and public transportation for older adults. (no bill) S. 2004, The Safe Streets Act of 2014 - Discussed legislation to ensure that new or improved federally-funded roadways are planned, designed, operated, and maintained to safely accomodate all roadway users. H.R. 2468, The Safe Streets Act of 2013 - Discussed legislation to ensure that new or improved federally-funded roadways are planned, designed, operated, and maintained to safely accomodate all roadway users. Discussed the need to improve human services transportation coordination. H.R. 3547/H.J.R. 59/H.R. 2775, H.J.R. 106, Consolidated Appropriations Act, 2015 - Lobbied to protect funding levels for senior housing and transportation programs, and related community development aid. H.R. 4507, the Pedestrian Fatalities Reduction Act - Sent a letter of support and discussed with Congressional staff members. S. 2284, the Pedestrian Safety Act - Sent a letter of support. Submitted a comment letter to the Department of Transportation regarding a proposed rule for Highway Safety Improvement Performance Management expressing the need for separate performance measures for non-motorized travel. H.R. 4745/S.2438, Transportation and HUD Appropriations bill, 2015 - Lobbied to protect housing and transportation programs serving seniors. H.J.Res. 124, Continuing Appropriations Resolution, 2015 - Lobbied to protect housing and transportation programs from disproportionate reduction under the Continuing Resolution. H.R. 2468, Safe Streets Act of 2014 - Discussed legislation with staff. H. R. 4726, Innovation in Surface Transportation Act of 2014 - Sent letter of support. Discussed with Congressional staff.
Discussion of transportation issues for the reauthorization of MAP-21. 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.Discussed legislation regarding roadway design and policy enhancements to promote safety for older drivers and pedestrians and increased access to specialized and public transportation for older adults. (no bill) S. 2004, The Safe Streets Act of 2014 - Discussed legislation to ensure that new or improved federally-funded roadways are planned, designed, operated, and maintained to safely accomodate all roadway users. H.R. 2468, The Safe Streets Act of 2013 - Discussed legislation to ensure that new or improved federally-funded roadways are planned, designed, operated, and maintained to safely accomodate all roadway users. Discussed the need to improve human services transportation coordination. H.R. 83, Consolidated Appropriations Act and Further Continuing Appropriation, 2015 - Lobbied to protect funding levels for senior housing and transportation programs, and related community development aid. H.R. 4507, the Pedestrian Fatalities Reduction Act - Sent a letter of support and discussed with Congressional staff members. S. 2284, the Pedestrian Safety Act - Sent a letter of support. Submitted a comment letter to the Department of Transportation regarding a proposed rule for Highway Safety Improvement Performance Management expressing the need for separate performance measures for non-motorized travel. H.R. 4745/S.2438, Transportation and HUD Appropriations bill, 2015 - Lobbied to protect housing and transportation programs serving seniors. H.R. 2468, Safe Streets Act of 2014 - Discussed legislation with staff. H.R. 4726, Innovation in Surface Transportation Act of 2014 - Sent letter of support. Discussed with Congressional staff. H.R. 2305/S. 1123, Preventing and Reducing Improper Medicare Expenditures (PRIME Act) - Discussed legislation with Hill staff. H.R. 1953, Senior Fraud Prevention Act - Discussed legislation with staff.
Pub.Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation.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.Lobbied on expected "QM" safe harbor amendment. (The amendment was not offered) H.R. 83, Consolidated and Further Continuing Appropriation, 2015 - Lobbied for senior housing and transportation programs, and related community development aid. Discussed proposals to reform GSE's (Fannie Mae, Freddie Mac). (no bill) Submitted comments to HUD on Affirmatively Furthering Fair Housing. (no bill) S. 1217 - Discussed housing finance reform with Senate Banking Committee members and staff. 78 Federal Regulation #183, Credit Risk Retention Proposal - Filed comments with OCC, FED Res., FDIC, SEC, FHFA, and HUD in support of combining "ability to pay" (QM) with "Risk Retention" (QRM). 78 Federal Reg. #177, HECM Reform Proposal - Filed comments expressing concern over the proposed financial assessment for reverse mortgage eligibility. Met with Senate Banking Committee staff on GSE Reform. Discussed needed improvements to HECM program with HUD. Letter sent to Senate Banking Committee on AARP policy objectives in GSE Reform, commenting on S. 1217. Discussed needed reforms in the HECM program regarding notification of heirs after the death of the borrower. (no bill) H.J. Res. 124, Continuing Appropriation Resolution, 2015 - Lobbied to protect various housing programs serving seniors from disapproportionate reduction under Continuing Resolution. Referred housing inquiry to appropriate colleague. (no bill)
Pub.Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation.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.Lobbied on expected "QM" safe harbor amendment. (The amendment was not offered) H.R. 4745/S. 2438, Transportation, Housing and Urban Development Appropriations bill, 2014 - Lobbied for senior housing and transportation programs, and related community development aid. Discussed proposals to reform GSE's (Fannie Mae, Freddie Mac). (no bill) Submitted comments to HUD on Affirmatively Furthering Fair Housing. (no bill) S. 1217 - Discussed housing finance reform with Senate Banking Committee members and staff. 78 Federal Regulation #183, Credit Risk Retention Proposal - Filed comments with OCC, FED Res., FDIC, SEC, FHFA, and HUD in support of combining "ability to pay" (QM) with "Risk Retention" (QRM). 78 Federal Reg. #177, HECM Reform Proposal - Filed comments expressing concern over the proposed financial assessment for reverse mortgage eligibility. Met with Senate Banking Committee staff on GSE Reform. Discussed needed improvements to HECM program with HUD. Letter sent to Senate Banking Committee on AARP policy objectives in GSE Reform, commenting on S. 1217. Discussed needed reforms in the HECM program regarding notification of heirs after the death of the borrower. (no bill) H.J. Res. 124, Continuing Appropriation Resolution, 2015 - Lobbied to protect various housing programs serving seniors from disapproportionate reduction under Continuing Resolution.
Pub.Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation.Submitted comments to HUD on proposed regulations on "Implementation of the Fair Housing Acts" Discriminatory Effects Standard". Discussed Federal Reserve Board proposed rules regarding Regulation Z requirements for reverse mortgages and consumer right of rescission. (no bill) Responded to Consumer Financial Protection Bureau request for comment on "Information Regarding Consumer Use of Reverse Mortgages. Responded to Consumer Financial Protection Bureau request for comment on "High-Cost Mortgage and Homeownership Counseling Amendments to the Truth in Lending Act (Regulation Z) and Homerownership Counseling Amendments to the Real Estate Settlement Procedures Act (Regulation X)" 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.Lobbied on expected "QM" safe harbor amendment. (The amendment was not offered) H.R. 2610/S. 1243, Transportation, Housing and Urban Development Appropriations bill, 2014 - Lobbied for senior housing and transportation programs, and related community development aid. Testified before the Housing, Transportation, and Community Development Subcommittee of the Senate Banking Committee on solutions to preserve the HUD HECM program on reverse mortgages. (no bill) Discussed proposals to reform GJE's (Fannie Mae, Freddie Mac). (no bill) Submitted comments to HUD on Affirmatively Furthering Fair Housing. (no bill) Met with HUD officials to discuss implications of mortgagee letter ruling authority relative to the HECM program, and related concerns. (no bill) H.R. 3547/H.J.R. 59/H.R. 2775/H.J.R. 106, Consolidated Appropriations Act, 2014 - Lobbied to prevent inclusion of Medicare, Medicaid and Social Security benefit cuts and to protect vital health, social services, housing and transportation programs from enhanced reductions from the prior year baseline, and to prevent repeal of certain financial and health care-related regulation. S. 1217 - Discussed housing finance reform with Senate Banking Committee members and staff. 78 Federal Regulation #183, Credit Risk Retention Proposal - Filed comments with OCC, FED Res., FDIC, SEC, FHFA, and HUD in support of combining "ability to pay" (QM) with "Risk Retention" (QRM). 78 Federal Reg. #177, HECM Reform Proposal - Filed comments expressing concern over the proposed financial assessment for reverse mortgage eligibility. Met with Senate Banking Committee staff on GSE Reform. Discussed needed improvements to HECM program with HUD.
Pub.Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation.Submitted comments to HUD on proposed regulations on "Implementation of the Fair Housing Acts" Discriminatory Effects Standard". Discussed Federal Reserve Board proposed rules regarding Regulation Z requirements for reverse mortgages and consumer right of rescission. (no bill) Responded to Consumer Financial Protection Bureau request for comment on "Information Regarding Consumer Use of Reverse Mortgages. Responded to Consumer Financial Protection Bureau request for comment on "High-Cost Mortgage and Homeownership Counseling Amendments to the Truth in Lending Act (Regulation Z) and Homerownership Counseling Amendments to the Real Estate Settlement Procedures Act (Regulation X)" 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.Lobbied on expected "QM" safe harbor amendment. (The amendment was not offered) H.R. 4745/S. 2438, Transportation, Housing and Urban Development Appropriations bill, 2014 - Lobbied for senior housing and transportation programs, and related community development aid. Testified before the Housing, Transportation, and Community Development Subcommittee of the Senate Banking Committee on solutions to preserve the HUD HECM program on reverse mortgages. (no bill) Discussed proposals to reform GJE's (Fannie Mae, Freddie Mac). (no bill) Submitted comments to HUD on Affirmatively Furthering Fair Housing. (no bill) Met with HUD officials to discuss implications of mortgagee letter ruling authority relative to the HECM program, and related concerns. (no bill) S. 1217 - Discussed housing finance reform with Senate Banking Committee members and staff. 78 Federal Regulation #183, Credit Risk Retention Proposal - Filed comments with OCC, FED Res., FDIC, SEC, FHFA, and HUD in support of combining "ability to pay" (QM) with "Risk Retention" (QRM). 78 Federal Reg. #177, HECM Reform Proposal - Filed comments expressing concern over the proposed financial assessment for reverse mortgage eligibility. Met with Senate Banking Committee staff on GSE Reform. Discussed needed improvements to HECM program with HUD. Letter sent to Senate Banking Committee on AARP policy objectives in GSE Reform, commenting on S. 1217. Discussed needed reforms in the HECM program regarding notification of heirs after the death of the borrower. (no bill)
Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act, 2014
H.J. Resolution 59/H.R. 2775/S. 1284 - Discussed poverty and hunger issues.Discussed increasing senior representation in CDC studies and supported public participation in samples. Lobbied against inclusion of Social Security, Medicare and Medicaid legislation affecting benefit levels or service delivery in any budget deal, and urged congress to not reduce spending levels below current services levels for various non-security discretionary programs, including Health Care (including Rx, medical research and premium support), Social Security (administrative expenses), Older Americans Act Supportive Service, Nutrition and Caregiver programs, Low Income Home Energy Assistance, Weatherization, Elderly Housing and Transit/Transportation, Legal and Taxpayer Assistance, Consumer and Worker Protections and Postal Services. Discussed Social Security Administration's Representative Payee program's current and future challenges. (no bill) H.R. 3547/H.J.R.59/H.R. 2775/H.J.R. 106, Consolidated Appropriations Act, 2014 - Lobbied to prevent inclusion of Medicare, Medicaid and Social Security benefit cuts and to protect vital health, social services, housing and transportation programs from enhanced reductions from the prior year baseline, and to prevent repeal of certain financial and health care-related regulation. Discussed implementation of Windsor decision at the Social Security Administration with Congressional staff. H.R. 3695 - To provide a temporary extension of the Food, Conservation, and Energy Act of 2008 and amendments made by that Act, as previously extended and amended and with certain additional modifications and exceptions, to suspend permanent price support authorities, and for other purposes. H.R. 2642 - Oppose farm bill that authorizes only farm programs for five years and severs nutrition programs. S. 954, Agriculture Reform, Food, and Jobs Act of 2013 - Support Senate Authorization of Farm Bill despite concerns about SNAP cuts. H.R. 3102, Nutrition Reform and Work Opportunity Act of 2013 - Oppose House Nutrition only bill to reauthorize USDA nutrition programs for only three years with cuts and apart from the Farm Bill. Discussed events related to the government shut down.
Commerce, Justice, Science, and Related Agencies Appropriations Act, 2014
Discussed financial regulatory reforms, including consumer and investor protections. (no bill) Pub.Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation.Letter sent to Senate Banking Committee Members in support of confirming a nominee to serve as the director of the Consumer Financial Protection Bureau. (no bill) Sign-on letter sent to the Federal Reserve, Consumer Financial Protection Bureau, Federal Deposit Insurance Corporation and Office of the Comptroller of the Currency in support of action of bank involvement in high-cost payday loans. (no bill) Discussed Banking Committee issues including SEC Fiduciary rulemaking, JOBS Act implementation and Dodd-Frank implementation. (no bill) H.R. 2787/S. 1329, The Commerce, Justice and Science Appropriations Act of 2014 - Lobbied to protect consumer protection programs with jurisdiction of subcommittee. H.R. 2786/S. 1371, The Financial Services and General Government Appropriations Act of 2014 - Lobbied to protect consumer protection programs and implementation of ACA health insurance exchanges. H.R. 1062, Letter written in opposition to the SEC Regulatory Accountability Act. Sent letter to the SEC urging it to propose rulemaking on Fiduciary Duty. (no bill) H.R. 2374, Letter written in opposition to the Retail Investor Protection Act. H.R. 1953, Expressed support for the Senior Fraud Prevention Act (FTC). S. 1358, Seniors Fraud Prevention Act - Letter written in support of this bill. S. 807, Plain Writing Act for Regulations - Letter written in support of this bill. Comment letter to the SEC on amendments to Reg. D, Form D, and rule 156 under the SEC Act, to implement JOBS Act provisions. Letter to Senate urging members not to sign a letter to OMB that would elay or prevent rulemaking by SEC and DOL on fiduciary duty. Comment letter to SEC in response to RFI regarding duties of broker/dealers and investment advisors. H.R. 3547/H.J.R./59/H.R. 2775/H.J.R. 106, Consolidated Appropriations Act, 2014 - Lobbied to prevent inclusion of Medicare, Medicaid and Social Security benefit cuts and to protect vital health, social services, housing and transportation programs from enhanced reductions from the prior year baseline, and to prevent repeal of certain financial and health care-related regulation. Lobbied in opposition to H.R. 2374, the Retail Investor Protection Act, voted on by the House in October 2013. Letter to OMB urging expedited handling of upcoming JEC and DOL fiduciary proposals in opposition to Congressional suggestions that the rules be delayed. Met with JEC Commissioners to discuss the need to move forward with a fiduciary duty proposal. H.R. 1622 - Letter to House members urging co-sponsorship of this bill to provide user fees for regular examinations of registered investment advisors. Letter to OMB in opposition to a letter sent to the agency by ten Senators urging that any DOL fiduciary duty rule be delayed with 60 days after completion of a related SEC proposal. Discussed methods for expediting DOL upgrade of Fiduciary duty definition under ERISA with agency staff. Met with Administration staff to discuss issuance of SEC and DOL fiduciary duty rules. Met with Senate Banking Committee staff to encourage support for SEC and DOL fiduciary duty rules. H.R. 1627, Investment Advisor Examination Improvement Act of 2013 - Letter to House in support (user fees to fund investment advisors). Met with EBSA on proposed regulatory agenda affecting financial institutions and retirement security. (no bill) Discussed bill to enhance law enforcement cooperation on Social Security number theft. (no bill) Discussed bill to require more effective disclosure on retail bond sales. (no bill)
Discussed financial regulatory reforms, including consumer and investor protections. (no bill) Pub.Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation.Letter sent to Senate Banking Committee Members in support of confirming a nominee to serve as the director of the Consumer Financial Protection Bureau. (no bill) Sign-on letter sent to the Federal Reserve, Consumer Financial Protection Bureau, Federal Deposit Insurance Corporation and Office of the Comptroller of the Currency in support of action of bank involvement in high-cost payday loans. (no bill) Discussed Banking Committee issues including SEC Fiduciary rulemaking, JOBS Act implementation and Dodd-Frank implementation. (no bill) H.R. 2787/S. 1329, The Commerce, Justice and Science Appropriations Act of 2014 - Lobbied to protect consumer protection programs with jurisdiction of subcommittee. H.R. 2786/S. 1371, The Financial Services and General Government Appropriations Act of 2014 - Lobbied to protect consumer protection programs and implementation of ACA health insurance exchanges. H.R. 1062, Letter written in opposition to the SEC Regulatory Accountability Act. Sent letter to the SEC urging it to propose rulemaking on Fiduciary Duty. (no bill) H.R. 2374, Letter written in opposition to the Retail Investor Protection Act. H.R. 1953, Expressed support for the Senior Fraud Prevention Act (FTC). S. 1358, Seniors Fraud Prevention Act - Letter written in support of this bill. S. 807, Plain Writing Act for Regulations - Letter written in support of this bill. Comment letter to the SEC on amendments to Reg. D, Form D, and rule 156 under the SEC Act, to implement JOBS Act provisions. Letter to Senate urging members not to sign a letter to OMB that would elay or prevent rulemaking by SEC and DOL on fiduciary duty. Comment letter to SEC in response to RFI regarding duties of broker/dealers and investment advisors. H.R. 3547/H.J.R./59/H.R. 2775/H.J.R. 106, Consolidated Appropriations Act, 2014 - Lobbied to prevent inclusion of Medicare, Medicaid and Social Security benefit cuts and to protect vital health, social services, housing and transportation programs from enhanced reductions from the prior year baseline, and to prevent repeal of certain financial and health care-related regulation. Lobbied in opposition to H.R. 2374, the Retail Investor Protection Act, voted on by the House in October 2013. Letter to OMB urging expedited handling of upcoming JEC and DOL fiduciary proposals in opposition to Congressional suggestions that the rules be delayed. Met with JEC Commissioners to discuss the need to move forward with a fiduciary duty proposal. H.R. 1622 - Letter to House members urging co-sponsorship of this bill to provide user fees for regular examinations of registered investment advisors. Letter to OMB in opposition to a letter sent to the agency by ten Senators urging that any DOL fiduciary duty rule be delayed with 60 days after completion of a related SEC proposal. Discussed methods for expediting DOL upgrade of Fiduciary duty definition under ERISA with agency staff. Met with Administration staff to discuss issuance of SEC and DOL fiduciary duty rules. Met with Senate Banking Committee staff to encourage support for SEC and DOL fiduciary duty rules. H.R. 1627, Investment Advisor Examination Improvement Act of 2013 - Letter to House in support (user fees to fund investment advisors). Met with EBSA on proposed regulatory agenda affecting financial institutions and retirement security. (no bill) Discussed bill to enhance law enforcement cooperation on Social Security number theft. (no bill) Discussed bill to require more effective disclosure on retail bond sales. (no bill)
Discussed financial regulatory reforms, including consumer and investor protections. (no bill) Pub.Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation.Discussed Banking Committee issues including SEC Fiduciary rulemaking, JOBS Act implementation and Dodd-Frank implementation. (no bill) H.R. 83, Consolidated and Further Continuing Appropriations, 2015 - Lobbied to protect Census funding and consumer protection programs with jurisdiction of subcommittee. Lobbied to protect consumer protection programs and implementation of ACA health insurance exchanges. (no bill) H.R. 1062, Letter written in opposition to the SEC Regulatory Accountability Act. Sent letter to the SEC urging it to propose rulemaking on Fiduciary Duty. (no bill) H.R. 2374, Letter written in opposition to the Retail Investor Protection Act. H.R. 1953, Expressed support for the Senior Fraud Prevention Act (FTC). S. 1358, Seniors Fraud Prevention Act - Letter written in support of this bill. S. 807, Plain Writing Act for Regulations - Letter written in support of this bill. Comment letter to the SEC on amendments to Reg. D, Form D, and rule 156 under the SEC Act, to implement JOBS Act provisions. Letter to Senate urging members not to sign a letter to OMB that would elay or prevent rulemaking by SEC and DOL on fiduciary duty. Recommendations to SEC in response to RFI regarding duties of broker/dealers and investment advisors. Met with SEC Commissioners to discuss the need to move forward with a fiduciary duty proposal. H.R. 1627 - Letter to House members urging co-sponsorship of this bill to provide user fees for regular examinations of registered investment advisors. Expressed opposition to a letter sent to the OMB by ten Senators urging that any DOL fiduciary duty rule be delayed with 60 days after completion of a related SEC proposal. Discussed methods for expediting DOL upgrade of Fiduciary duty definition under ERISA with agency staff. Met with Administration staff to discuss issuance of SEC and DOL fiduciary duty rules. Met with Senate Banking Committee staff to encourage support for SEC and DOL fiduciary duty rules. H.R. 1627, Investment Advisor Examination Improvement Act of 2013 - Letter to House in support (user fees to fund investment advisors). Met with EBSA on proposed regulatory agenda affecting financial institutions and retirement security. (no bill) Discussed bill to enhance law enforcement cooperation on Social Security number theft. (no bill) Discussed bill to require more effective disclosure on retail bond sales. (no bill) Sent letter to SEC demonstrating the harm from maintaining the suitability standard as opposed to imposing a fiduciary duty on broker/dealers to investors. (no bill) Discussed the need for SEC and DOL fiduciary duty and user fees to fund the examination of registered investment advisors. (no bill) Briefed House Financial Services staff on detrimental effects of mandatory pre-dispute arbitration clauses in contracts. (no bill) Briefed Senate financial services staff on bank fraud and the objectives of the Department of Justice's Operation Choke Point. (no bill) H.R. 1627 - Discussed fiduciary duty and user fees to fund the examination of Investment Advisors with SEC Office of the Investor Advocate. Letter to Congress and White House staff on the need to update the definition of "fiduciary" under ERISA. (no bill)
Discussed financial regulatory reforms, including consumer and investor protections. (no bill) Pub.Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation.Letter sent to Senate Banking Committee Members in support of confirming a nominee to serve as the director of the Consumer Financial Protection Bureau. (no bill) Sign-on letter sent to the Federal Reserve, Consumer Financial Protection Bureau, Federal Deposit Insurance Corporation and Office of the Comptroller of the Currency in support of action of bank involvement in high-cost payday loans. (no bill) Discussed Banking Committee issues including SEC Fiduciary rulemaking, JOBS Act implementation and Dodd-Frank implementation. (no bill) H.R. 4660/S. 2437, The Commerce, Justice and Science Appropriations Act of 2015 - Lobbied to protect Census funding and consumer protection programs with jurisdiction of subcommittee. The Financial Services and General Government Appropriations Act of 2015 - Lobbied to protect consumer protection programs and implementation of ACA health insurance exchanges. (no bill) H.R. 1062, Letter written in opposition to the SEC Regulatory Accountability Act. Sent letter to the SEC urging it to propose rulemaking on Fiduciary Duty. (no bill) H.R. 2374, Letter written in opposition to the Retail Investor Protection Act. H.R. 1953, Expressed support for the Senior Fraud Prevention Act (FTC). S. 1358, Seniors Fraud Prevention Act - Letter written in support of this bill. S. 807, Plain Writing Act for Regulations - Letter written in support of this bill. Comment letter to the SEC on amendments to Reg. D, Form D, and rule 156 under the SEC Act, to implement JOBS Act provisions. Letter to Senate urging members not to sign a letter to OMB that would elay or prevent rulemaking by SEC and DOL on fiduciary duty. Comment letter to SEC in response to RFI regarding duties of broker/dealers and investment advisors. Lobbied in opposition to H.R. 2374, the Retail Investor Protection Act, voted on by the House in October 2013. Letter to OMB urging expedited handling of upcoming JEC and DOL fiduciary proposals in opposition to Congressional suggestions that the rules be delayed. Met with JEC Commissioners to discuss the need to move forward with a fiduciary duty proposal. H.R. 1622 - Letter to House members urging co-sponsorship of this bill to provide user fees for regular examinations of registered investment advisors. Letter to OMB in opposition to a letter sent to the agency by ten Senators urging that any DOL fiduciary duty rule be delayed with 60 days after completion of a related SEC proposal. Discussed methods for expediting DOL upgrade of Fiduciary duty definition under ERISA with agency staff. Met with Administration staff to discuss issuance of SEC and DOL fiduciary duty rules. Met with Senate Banking Committee staff to encourage support for SEC and DOL fiduciary duty rules. H.R. 1627, Investment Advisor Examination Improvement Act of 2013 - Letter to House in support (user fees to fund investment advisors). Met with EBSA on proposed regulatory agenda affecting financial institutions and retirement security. (no bill) Discussed bill to enhance law enforcement cooperation on Social Security number theft. (no bill) Discussed bill to require more effective disclosure on retail bond sales. (no bill) Sent letter to SEC demonstrating the harm from maintaining the suitability standard as opposed to imposing a fiduciary duty on broker/dealers to investors. (no bill) Discussed the need for fiduciary duty and user fees to fund the examination of registered investment advisors. (no bill) Briefed House Financial Services staff on detrimental effects of mandatory pre-dispute arbitration clauses in contracts. (no bill) Briefed Senate financial services staff on bank fraud and the objectives of the Department of Justice's Operation Choke Point. (no bill)
Pub. Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation. Responded to requests for comment with regard to Payday Lending, Mandatory Arbitration, "Larger Participants" (non-bank), and Bank Overdraft Fees.Discussed response to requests for comment with regard to Student Loan Affordability and Authority to restrict Mandatory Pre-Dispute Arbitration. Lobbied against H.R. 3035 the "Mobile Informational Call Act" of 2011. Responded to Consumer Financial Protection Bureau request for comment on "Procedural Rules to Establish Supervisory Authority over Certain Nonbank Covered Persons Based on Risk Determination. Responded to Consumer Financial Protection Bureau request for comment on Senior Financial Exploitation. Submitted comment letter to the CFPB on Integrated Mortgage Disclosure under RESPA and TILA Docket No. CFPB-2012-0028. Submitted comments to the CFPB on effective financial education, Docket No. CFPB 2012-0030. H.R. 2786/S.1371, Financial Services and General Government Appropriations bill, 2014 - Lobbied to protect funding levels for SEC, CFIC and CFPB, enforcement of consumer protection laws and agencies. H. R. 1953, Senior Fraud Prevention Act - Expressed support for bill and urged cosponsorship. S. 807, Letter of Support for the Plain Writing Act for Regulations. S. 1358, Letter in support of the Senior Fraud Prevention Act. Letter from AARP and Americans Act for Financial Reform (AFR) to the House urging opposition to a package of bills that would weaken CFPB's structure and funding mechanism. S. 878/H.R. 1844, Arbitration Fairness Act - AARP went on record in support of the bills. Financial Services and General Government Appropriations bill, 2015 - Lobbied to protect funding levels for SEC, CFIC and CFPB, enforcement of consumer portection laws and agencies. H.R. 3193, Consumer Financial Freedom and Washington Accountability Act - Letter in opposition to bill to weaken the CFPB. Sent letter to CFPB to correct abusive debt collection practices, Docket 2013-0033, RIN 3170-AA41. H.R. 4436, Discussed Investing in Student Success Act. Discussed Fraud Watch Network. (no bill) Briefed House Financial Services staff on detrimental effects of mandatory pre-dispute arbitration clauses in contracts. (no bill) Briefed Senate financial services staff on bank fraud and the objectives of the Department of Justice's Operation Choke Point. (no bill)
Pub. Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation. Responded to requests for comment with regard to Payday Lending, Mandatory Arbitration, "Larger Participants" (non-bank), and Bank Overdraft Fees.Discussed response to requests for comment with regard to Student Loan Affordability and Authority to restrict Mandatory Pre-Dispute Arbitration. Lobbied against H.R. 3035 the "Mobile Informational Call Act" of 2011. Responded to Consumer Financial Protection Bureau request for comment on "Procedural Rules to Establish Supervisory Authority over Certain Nonbank Covered Persons Based on Risk Determination. Responded to Consumer Financial Protection Bureau request for comment on Senior Financial Exploitation. Submitted comment letter to the CFPB on Integrated Mortgage Disclosure under RESPA and TILA Docket No. CFPB-2012-0028. Submitted comments to the CFPB on effective financial education, Docket No. CFPB 2012-0030. H.R. 2786/S.1371, Financial Services and General Government Appropriations bill, 2014 - Lobbied to protect funding levels for SEC, CFIC and CFPB, enforcement of consumer protection laws and agencies. H. R. 1953, Senior Fraud Prevention Act - Expressed support for bill and urged cosponsorship. S. 807, Letter of Support for the Plain Writing Act for Regulations. S. 1358, Letter in support of the Senior Fraud Prevention Act. Letter from AARP and Americans Act for Financial Reform (AFR) to the House urging opposition to a package of bills that would weaken CFPB's structure and funding mechanism. S. 878/H.R. 1844, Arbitration Fairness Act - AARP went on record in support of the bills. H.R. 3547, H.J.R. 59/H.R. 2775, H.J.R. 106, Consolidated Appropriations Act, 2014 - Lobbied to protect funding levels for SEC, CFIC and CFPB, enforcement of consumer portection laws and agencies. H.R. 3193, Consumer Financial Freedom and Washington Accountability Act - Letter in opposition to bill to weaken the CFPB. Sent letter to CFPB to correct abusive debt collection practices, Docket 2013-0033, RIN 3170-AA41.
Discussed financial regulatory reforms, including consumer and investor protections. (no bill) Pub.Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation.Discussed Banking Committee issues including SEC Fiduciary rulemaking, JOBS Act implementation and Dodd-Frank implementation. (no bill) H.R. 4660/S. 2437, The Commerce, Justice and Science Appropriations Act of 2015 - Lobbied to protect Census funding and consumer protection programs with jurisdiction of subcommittee. H.R.5016, H.J.Res. 124, Continuing Appropriations Resolution, 2015. The Financial Services and General Government Appropriations Act of 2015 - Lobbied to protect consumer protection programs and implementation of ACA health insurance exchanges. (no bill) H.R. 1062, Letter written in opposition to the SEC Regulatory Accountability Act. Sent letter to the SEC urging it to propose rulemaking on Fiduciary Duty. (no bill) H.R. 2374, Letter written in opposition to the Retail Investor Protection Act. H.R. 1953, Expressed support for the Senior Fraud Prevention Act (FTC). S. 1358, Seniors Fraud Prevention Act - Letter written in support of this bill. S. 807, Plain Writing Act for Regulations - Letter written in support of this bill. Comment letter to the SEC on amendments to Reg. D, Form D, and rule 156 under the SEC Act, to implement JOBS Act provisions. Letter to Senate urging members not to sign a letter to OMB that would elay or prevent rulemaking by SEC and DOL on fiduciary duty. Recommendations to SEC in response to RFI regarding duties of broker/dealers and investment advisors. Met with SEC Commissioners to discuss the need to move forward with a fiduciary duty proposal. H.R. 1627 - Letter to House members urging co-sponsorship of this bill to provide user fees for regular examinations of registered investment advisors. Expressed opposition to a letter sent to the OMB by ten Senators urging that any DOL fiduciary duty rule be delayed with 60 days after completion of a related SEC proposal. Discussed methods for expediting DOL upgrade of Fiduciary duty definition under ERISA with agency staff. Met with Administration staff to discuss issuance of SEC and DOL fiduciary duty rules. Met with Senate Banking Committee staff to encourage support for SEC and DOL fiduciary duty rules. H.R. 1627, Investment Advisor Examination Improvement Act of 2013 - Letter to House in support (user fees to fund investment advisors). Met with EBSA on proposed regulatory agenda affecting financial institutions and retirement security. (no bill) Discussed bill to enhance law enforcement cooperation on Social Security number theft. (no bill) Discussed bill to require more effective disclosure on retail bond sales. (no bill) Sent letter to SEC demonstrating the harm from maintaining the suitability standard as opposed to imposing a fiduciary duty on broker/dealers to investors. (no bill) Discussed the need for SEC and DOL fiduciary duty and user fees to fund the examination of registered investment advisors. (no bill) Briefed House Financial Services staff on detrimental effects of mandatory pre-dispute arbitration clauses in contracts. (no bill) Briefed Senate financial services staff on bank fraud and the objectives of the Department of Justice's Operation Choke Point. (no bill) H.R. 1627 - Discussed fiduciary duty and user fees to fund the examination of Investment Advisors with SEC Office of the Investor Advocate. Letter to Congress and White House staff on the need to update the definition of "fiduciary" under ERISA. (no bill)
Pub. Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation. Responded to requests for comment with regard to Payday Lending, Mandatory Arbitration, "Larger Participants" (non-bank), and Bank Overdraft Fees.Discussed response to requests for comment with regard to Student Loan Affordability and Authority to restrict Mandatory Pre-Dispute Arbitration. Lobbied against H.R. 3035 the "Mobile Informational Call Act" of 2011. Responded to Consumer Financial Protection Bureau request for comment on "Procedural Rules to Establish Supervisory Authority over Certain Nonbank Covered Persons Based on Risk Determination. Responded to Consumer Financial Protection Bureau request for comment on Senior Financial Exploitation. Submitted comment letter to the CFPB on Integrated Mortgage Disclosure under RESPA and TILA Docket No. CFPB-2012-0028. Submitted comments to the CFPB on effective financial education, Docket No. CFPB 2012-0030. H.R. 2786/S.1371, Financial Services and General Government Appropriations bill, 2014 - Lobbied to protect funding levels for SEC, CFIC and CFPB, enforcement of consumer protection laws and agencies. H. R. 1953, Senior Fraud Prevention Act - Expressed support for bill and urged cosponsorship. S. 807, Letter of Support for the Plain Writing Act for Regulations. S. 1358, Letter in support of the Senior Fraud Prevention Act. Letter from AARP and Americans Act for Financial Reform (AFR) to the House urging opposition to a package of bills that would weaken CFPB's structure and funding mechanism. S. 878/H.R. 1844, Arbitration Fairness Act - AARP went on record in support of the bills. Financial Services and General Government Appropriations bill, 2015 - Lobbied to protect funding levels for SEC, CFIC and CFPB, enforcement of consumer portection laws and agencies. H.R. 3193, Consumer Financial Freedom and Washington Accountability Act - Letter in opposition to bill to weaken the CFPB. Sent letter to CFPB to correct abusive debt collection practices, Docket 2013-0033, RIN 3170-AA41. H.R. 4436, Discussed Investing in Student Success Act. Discussed Fraud Watch Network. (no bill) Briefed House Financial Services staff on detrimental effects of mandatory pre-dispute arbitration clauses in contracts. (no bill) Briefed Senate financial services staff on bank fraud and the objectives of the Department of Justice's Operation Choke Point. (no bill)
Pub. Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation. Responded to requests for comment with regard to Payday Lending, Mandatory Arbitration, "Larger Participants" (non-bank), and Bank Overdraft Fees.Discussed response to requests for comment with regard to Student Loan Affordability and Authority to restrict Mandatory Pre-Dispute Arbitration. Lobbied against H.R. 3035 the "Mobile Informational Call Act" of 2011. Responded to Consumer Financial Protection Bureau request for comment on "Procedural Rules to Establish Supervisory Authority over Certain Nonbank Covered Persons Based on Risk Determination. Responded to Consumer Financial Protection Bureau request for comment on Senior Financial Exploitation. Submitted comment letter to the CFPB on Integrated Mortgage Disclosure under RESPA and TILA Docket No. CFPB-2012-0028. Submitted comments to the CFPB on effective financial education, Docket No. CFPB 2012-0030. H.R. 2786/S.1371, Financial Services and General Government Appropriations bill, 2014 - Lobbied to protect funding levels for SEC, CFIC and CFPB, enforcement of consumer protection laws and agencies. H. R. 1953, Senior Fraud Prevention Act - Expressed support for bill and urged cosponsorship. S. 807, Letter of Support for the Plain Writing Act for Regulations. S. 1358, Letter in support of the Senior Fraud Prevention Act. Letter from AARP and Americans Act for Financial Reform (AFR) to the House urging opposition to a package of bills that would weaken CFPB's structure and funding mechanism. S. 878/H.R. 1844, Arbitration Fairness Act - AARP went on record in support of the bills. H.R. 3547, H.J.R. 59/H.R. 2775, H.J.R. 106, Consolidated Appropriations Act, 2014 - Lobbied to protect funding levels for SEC, CFIC and CFPB, enforcement of consumer portection laws and agencies. H.R. 3193, Consumer Financial Freedom and Washington Accountability Act - Letter in opposition to bill to weaken the CFPB. Sent letter to CFPB to correct abusive debt collection practices, Docket 2013-0033, RIN 3170-AA41.
Discussed financial regulatory reforms, including consumer and investor protections. (no bill) Pub.Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation.Letter sent to Senate Banking Committee Members in support of confirming a nominee to serve as the director of the Consumer Financial Protection Bureau. (no bill) Sign-on letter sent to the Federal Reserve, Consumer Financial Protection Bureau, Federal Deposit Insurance Corporation and Office of the Comptroller of the Currency in support of action of bank involvement in high-cost payday loans. (no bill) Discussed Banking Committee issues including SEC Fiduciary rulemaking, JOBS Act implementation and Dodd-Frank implementation. (no bill) H.R. 2787/S. 1329, The Commerce, Justice and Science Appropriations Act of 2014 - Lobbied to protect consumer protection programs with jurisdiction of subcommittee. H.R. 2786/S. 1371, The Financial Services and General Government Appropriations Act of 2014 - Lobbied to protect consumer protection programs and implementation of ACA health insurance exchanges. H.R. 1062, Letter written in opposition to the SEC Regulatory Accountability Act. Sent letter to the SEC urging it to propose rulemaking on Fiduciary Duty. (no bill) H.R. 2374, Letter written in opposition to the Retail Investor Protection Act. H.R. 1953, Expressed support for the Senior Fraud Prevention Act (FTC). S. 1358, Seniors Fraud Prevention Act - Letter written in support of this bill. S. 807, Plain Writing Act for Regulations - Letter written in support of this bill. Comment letter to the SEC on amendments to Reg. D, Form D, and rule 156 under the SEC Act, to implement JOBS Act provisions. Letter to Senate urging members not to sign a letter to OMB that would elay or prevent rulemaking by SEC and DOL on fiduciary duty. Comment letter to SEC in response to RFI regarding duties of broker/dealers and investment advisors. H.R. 3547/H.J.R./59/H.R. 2775/H.J.R. 106, Consolidated Appropriations Act, 2014 - Lobbied to prevent inclusion of Medicare, Medicaid and Social Security benefit cuts and to protect vital health, social services, housing and transportation programs from enhanced reductions from the prior year baseline, and to prevent repeal of certain financial and health care-related regulation. Lobbied in opposition to H.R. 2374, the Retail Investor Protection Act, voted on by the House in October 2013. Letter to OMB urging expedited handling of upcoming JEC and DOL fiduciary proposals in opposition to Congressional suggestions that the rules be delayed. Met with JEC Commissioners to discuss the need to move forward with a fiduciary duty proposal. H.R. 1622 - Letter to House members urging co-sponsorship of this bill to provide user fees for regular examinations of registered investment advisors. Letter to OMB in opposition to a letter sent to the agency by ten Senators urging that any DOL fiduciary duty rule be delayed with 60 days after completion of a related SEC proposal. Discussed methods for expediting DOL upgrade of Fiduciary duty definition under ERISA with agency staff. Met with Administration staff to discuss issuance of SEC and DOL fiduciary duty rules. Met with Senate Banking Committee staff to encourage support for SEC and DOL fiduciary duty rules. H.R. 1627, Investment Advisor Examination Improvement Act of 2013 - Letter to House in support (user fees to fund investment advisors). Met with EBSA on proposed regulatory agenda affecting financial institutions and retirement security. (no bill) Discussed bill to enhance law enforcement cooperation on Social Security number theft. (no bill) Discussed bill to require more effective disclosure on retail bond sales. (no bill)
Discussion of transportation issues for the reauthorization of MAP-21. 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.Discussed legislation regarding roadway design and policy enhancements to promote safety for older drivers and pedestrians and increased access to specialized and public transportation for older adults. (no bill) S. 2004, The Safe Streets Act of 2014 - Discussed legislation to ensure that new or improved federally-funded roadways are planned, designed, operated, and maintained to safely accomodate all roadway users. H.R. 2468, The Safe Streets Act of 2013 - Discussed legislation to ensure that new or improved federally-funded roadways are planned, designed, operated, and maintained to safely accomodate all roadway users. Discussed the need to improve human services transportation coordination. H.R. 3547/H.J.R. 59/H.R. 2775, H.J.R. 106, Consolidated Appropriations Act, 2015 - Lobbied to protect funding levels for senior housing and transportation programs, and related community development aid. H.R. 4507, the Pedestrian Fatalities Reduction Act - Sent a letter of support. S. 2284, the Pedestrian Safety Act - Sent a letter of support. Submitted a comment letter to the Department of Transportation regarding a proposed rule for Highway Safety Improvement Performance Management expressing the need for separate performance measures for non-motorized travel.
Discussion of transportation issues for the reauthorization of MAP-21. 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.Discussed legislation regarding roadway design and policy enhancements to promote safety for older drivers and pedestrians and increased access to specialized and public transportation for older adults. (no bill) S. 2004, The Safe Streets Act of 2014 - Discussed legislation to ensure that new or improved federally-funded roadways are planned, designed, operated, and maintained to safely accomodate all roadway users. H.R. 2468, The Safe Streets Act of 2013 - Discussed legislation to ensure that new or improved federally-funded roadways are planned, designed, operated, and maintained to safely accomodate all roadway users. Discussed the need to improve human services transportation coordination. H.R. 83, Consolidated Appropriations Act and Further Continuing Appropriation, 2015 - Lobbied to protect funding levels for senior housing and transportation programs, and related community development aid. H.R. 4507, the Pedestrian Fatalities Reduction Act - Sent a letter of support and discussed with Congressional staff members. S. 2284, the Pedestrian Safety Act - Sent a letter of support. Submitted a comment letter to the Department of Transportation regarding a proposed rule for Highway Safety Improvement Performance Management expressing the need for separate performance measures for non-motorized travel. H.R. 4745/S.2438, Transportation and HUD Appropriations bill, 2015 - Lobbied to protect housing and transportation programs serving seniors. H.R. 2468, Safe Streets Act of 2014 - Discussed legislation with staff. H.R. 4726, Innovation in Surface Transportation Act of 2014 - Sent letter of support. Discussed with Congressional staff. H.R. 2305/S. 1123, Preventing and Reducing Improper Medicare Expenditures (PRIME Act) - Discussed legislation with Hill staff. H.R. 1953, Senior Fraud Prevention Act - Discussed legislation with staff.
Discussion of transportation issues for the reauthorization of MAP-21. 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.Discussed legislation regarding roadway design and policy enhancements to promote safety for older drivers and pedestrians and increased access to specialized and public transportation for older adults. (no bill) H. R. 933, Consolidated and Further Continuing Appropriations Act, 2013 - Lobbied to protect vital health and social services programs from enhanced reductions from the prior year baseline, and to prevent repeal of certain financial 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. Lobbied on expected "QM" safe harbor amendment. (The amendment was not offered) S. 2004, The Safe Streets Act of 2014 - Discussed legislation to ensure that new or improved federally-funded roadways are planned, designed, operated, and maintained to safely accomodate all roadway users. H.R. 2468, The Safe Streets Act of 2013 - Discussed legislation to ensure that new or improved federally-funded roadways are planned, designed, operated, and maintained to safely accomodate all roadway users. H.R. 2610/S. 1243, Transportation and Housing and Urban Development and Related Agencies Appropriations Bill, 2014 - Discussed Integrated Planning and Investment Grants Program to help communities to increase their capacity to create jobs, cut traffic congestion, improve air quality, protect rural areas, and create more affordable living and transportation choices. Also, lobbied to protect funding levels for senior housing and transportation programs, and related community development aid. Discussed the need to improve human services transportation coordination. H.R. 3547/H.J.R. 59/H.R. 2775, H.J.R. 106, Consolidated Appropriations Act, 2014 - Lobbied to protect funding levels for senior housing and transportation programs, and related community development aid.
Discussion of transportation issues for the reauthorization of MAP-21. 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.Discussed legislation regarding roadway design and policy enhancements to promote safety for older drivers and pedestrians and increased access to specialized and public transportation for older adults. (no bill) S. 2004, The Safe Streets Act of 2014 - Discussed legislation to ensure that new or improved federally-funded roadways are planned, designed, operated, and maintained to safely accomodate all roadway users. H.R. 2468, The Safe Streets Act of 2013 - Discussed legislation to ensure that new or improved federally-funded roadways are planned, designed, operated, and maintained to safely accomodate all roadway users. Discussed the need to improve human services transportation coordination. H.R. 3547/H.J.R. 59/H.R. 2775, H.J.R. 106, Consolidated Appropriations Act, 2015 - Lobbied to protect funding levels for senior housing and transportation programs, and related community development aid. H.R. 4507, the Pedestrian Fatalities Reduction Act - Sent a letter of support and discussed with Congressional staff members. S. 2284, the Pedestrian Safety Act - Sent a letter of support. Submitted a comment letter to the Department of Transportation regarding a proposed rule for Highway Safety Improvement Performance Management expressing the need for separate performance measures for non-motorized travel. H.R. 4745/S.2438, Transportation and HUD Appropriations bill, 2015 - Lobbied to protect housing and transportation programs serving seniors. H.J.Res. 124, Continuing Appropriations Resolution, 2015 - Lobbied to protect housing and transportation programs from disproportionate reduction under the Continuing Resolution. H.R. 2468, Safe Streets Act of 2014 - Discussed legislation with staff. H. R. 4726, Innovation in Surface Transportation Act of 2014 - Sent letter of support. Discussed with Congressional staff.
Discussion of transportation issues for the reauthorization of MAP-21. 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.Discussed legislation regarding roadway design and policy enhancements to promote safety for older drivers and pedestrians and increased access to specialized and public transportation for older adults. (no bill) S. 2004, The Safe Streets Act of 2014 - Discussed legislation to ensure that new or improved federally-funded roadways are planned, designed, operated, and maintained to safely accomodate all roadway users. H.R. 2468, The Safe Streets Act of 2013 - Discussed legislation to ensure that new or improved federally-funded roadways are planned, designed, operated, and maintained to safely accomodate all roadway users. Discussed the need to improve human services transportation coordination. H.R. 3547/H.J.R. 59/H.R. 2775, H.J.R. 106, Consolidated Appropriations Act, 2015 - Lobbied to protect funding levels for senior housing and transportation programs, and related community development aid. H.R. 4507, the Pedestrian Fatalities Reduction Act - Sent a letter of support and discussed with Congressional staff members. S. 2284, the Pedestrian Safety Act - Sent a letter of support. Submitted a comment letter to the Department of Transportation regarding a proposed rule for Highway Safety Improvement Performance Management expressing the need for separate performance measures for non-motorized travel. H.R. 4745/S.2438, Transportation and HUD Appropriations bill, 2015 - Lobbied to protect housing and transportation programs serving seniors. H.J.Res. 124, Continuing Appropriations Resolution, 2015 - Lobbied to protect housing and transportation programs from disproportionate reduction under the Continuing Resolution. H.R. 2468, Safe Streets Act of 2014 - Discussed legislation with staff. H. R. 4726, Innovation in Surface Transportation Act of 2014 - Sent letter of support. Discussed with Congressional staff.
Discussion of transportation issues for the reauthorization of MAP-21. 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.Discussed legislation regarding roadway design and policy enhancements to promote safety for older drivers and pedestrians and increased access to specialized and public transportation for older adults. (no bill) S. 2004, The Safe Streets Act of 2014 - Discussed legislation to ensure that new or improved federally-funded roadways are planned, designed, operated, and maintained to safely accomodate all roadway users. H.R. 2468, The Safe Streets Act of 2013 - Discussed legislation to ensure that new or improved federally-funded roadways are planned, designed, operated, and maintained to safely accomodate all roadway users. Discussed the need to improve human services transportation coordination. H.R. 3547/H.J.R. 59/H.R. 2775, H.J.R. 106, Consolidated Appropriations Act, 2015 - Lobbied to protect funding levels for senior housing and transportation programs, and related community development aid. H.R. 4507, the Pedestrian Fatalities Reduction Act - Sent a letter of support. S. 2284, the Pedestrian Safety Act - Sent a letter of support. Submitted a comment letter to the Department of Transportation regarding a proposed rule for Highway Safety Improvement Performance Management expressing the need for separate performance measures for non-motorized travel.
Discussion of transportation issues for the reauthorization of MAP-21. 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.Discussed legislation regarding roadway design and policy enhancements to promote safety for older drivers and pedestrians and increased access to specialized and public transportation for older adults. (no bill) S. 2004, The Safe Streets Act of 2014 - Discussed legislation to ensure that new or improved federally-funded roadways are planned, designed, operated, and maintained to safely accomodate all roadway users. H.R. 2468, The Safe Streets Act of 2013 - Discussed legislation to ensure that new or improved federally-funded roadways are planned, designed, operated, and maintained to safely accomodate all roadway users. Discussed the need to improve human services transportation coordination. H.R. 83, Consolidated Appropriations Act and Further Continuing Appropriation, 2015 - Lobbied to protect funding levels for senior housing and transportation programs, and related community development aid. H.R. 4507, the Pedestrian Fatalities Reduction Act - Sent a letter of support and discussed with Congressional staff members. S. 2284, the Pedestrian Safety Act - Sent a letter of support. Submitted a comment letter to the Department of Transportation regarding a proposed rule for Highway Safety Improvement Performance Management expressing the need for separate performance measures for non-motorized travel. H.R. 4745/S.2438, Transportation and HUD Appropriations bill, 2015 - Lobbied to protect housing and transportation programs serving seniors. H.R. 2468, Safe Streets Act of 2014 - Discussed legislation with staff. H.R. 4726, Innovation in Surface Transportation Act of 2014 - Sent letter of support. Discussed with Congressional staff. H.R. 2305/S. 1123, Preventing and Reducing Improper Medicare Expenditures (PRIME Act) - Discussed legislation with Hill staff. H.R. 1953, Senior Fraud Prevention Act - Discussed legislation with staff.
Commerce, Justice, Science, and Related Agencies Appropriations Act, 2015
Discussed financial regulatory reforms, including consumer and investor protections. (no bill) Pub.Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation.Letter sent to Senate Banking Committee Members in support of confirming a nominee to serve as the director of the Consumer Financial Protection Bureau. (no bill) Sign-on letter sent to the Federal Reserve, Consumer Financial Protection Bureau, Federal Deposit Insurance Corporation and Office of the Comptroller of the Currency in support of action of bank involvement in high-cost payday loans. (no bill) Discussed Banking Committee issues including SEC Fiduciary rulemaking, JOBS Act implementation and Dodd-Frank implementation. (no bill) H.R. 4660/S. 2437, The Commerce, Justice and Science Appropriations Act of 2015 - Lobbied to protect Census funding and consumer protection programs with jurisdiction of subcommittee. The Financial Services and General Government Appropriations Act of 2015 - Lobbied to protect consumer protection programs and implementation of ACA health insurance exchanges. (no bill) H.R. 1062, Letter written in opposition to the SEC Regulatory Accountability Act. Sent letter to the SEC urging it to propose rulemaking on Fiduciary Duty. (no bill) H.R. 2374, Letter written in opposition to the Retail Investor Protection Act. H.R. 1953, Expressed support for the Senior Fraud Prevention Act (FTC). S. 1358, Seniors Fraud Prevention Act - Letter written in support of this bill. S. 807, Plain Writing Act for Regulations - Letter written in support of this bill. Comment letter to the SEC on amendments to Reg. D, Form D, and rule 156 under the SEC Act, to implement JOBS Act provisions. Letter to Senate urging members not to sign a letter to OMB that would elay or prevent rulemaking by SEC and DOL on fiduciary duty. Comment letter to SEC in response to RFI regarding duties of broker/dealers and investment advisors. Lobbied in opposition to H.R. 2374, the Retail Investor Protection Act, voted on by the House in October 2013. Letter to OMB urging expedited handling of upcoming JEC and DOL fiduciary proposals in opposition to Congressional suggestions that the rules be delayed. Met with JEC Commissioners to discuss the need to move forward with a fiduciary duty proposal. H.R. 1622 - Letter to House members urging co-sponsorship of this bill to provide user fees for regular examinations of registered investment advisors. Letter to OMB in opposition to a letter sent to the agency by ten Senators urging that any DOL fiduciary duty rule be delayed with 60 days after completion of a related SEC proposal. Discussed methods for expediting DOL upgrade of Fiduciary duty definition under ERISA with agency staff. Met with Administration staff to discuss issuance of SEC and DOL fiduciary duty rules. Met with Senate Banking Committee staff to encourage support for SEC and DOL fiduciary duty rules. H.R. 1627, Investment Advisor Examination Improvement Act of 2013 - Letter to House in support (user fees to fund investment advisors). Met with EBSA on proposed regulatory agenda affecting financial institutions and retirement security. (no bill) Discussed bill to enhance law enforcement cooperation on Social Security number theft. (no bill) Discussed bill to require more effective disclosure on retail bond sales. (no bill) Sent letter to SEC demonstrating the harm from maintaining the suitability standard as opposed to imposing a fiduciary duty on broker/dealers to investors. (no bill) Discussed the need for fiduciary duty and user fees to fund the examination of registered investment advisors. (no bill) Briefed House Financial Services staff on detrimental effects of mandatory pre-dispute arbitration clauses in contracts. (no bill) Briefed Senate financial services staff on bank fraud and the objectives of the Department of Justice's Operation Choke Point. (no bill)
Commerce, Justice, Science, and Related Agencies Appropriations Act, 2015
Discussed financial regulatory reforms, including consumer and investor protections. (no bill) Pub.Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation.Discussed Banking Committee issues including SEC Fiduciary rulemaking, JOBS Act implementation and Dodd-Frank implementation. (no bill) H.R. 4660/S. 2437, The Commerce, Justice and Science Appropriations Act of 2015 - Lobbied to protect Census funding and consumer protection programs with jurisdiction of subcommittee. H.R.5016, H.J.Res. 124, Continuing Appropriations Resolution, 2015. The Financial Services and General Government Appropriations Act of 2015 - Lobbied to protect consumer protection programs and implementation of ACA health insurance exchanges. (no bill) H.R. 1062, Letter written in opposition to the SEC Regulatory Accountability Act. Sent letter to the SEC urging it to propose rulemaking on Fiduciary Duty. (no bill) H.R. 2374, Letter written in opposition to the Retail Investor Protection Act. H.R. 1953, Expressed support for the Senior Fraud Prevention Act (FTC). S. 1358, Seniors Fraud Prevention Act - Letter written in support of this bill. S. 807, Plain Writing Act for Regulations - Letter written in support of this bill. Comment letter to the SEC on amendments to Reg. D, Form D, and rule 156 under the SEC Act, to implement JOBS Act provisions. Letter to Senate urging members not to sign a letter to OMB that would elay or prevent rulemaking by SEC and DOL on fiduciary duty. Recommendations to SEC in response to RFI regarding duties of broker/dealers and investment advisors. Met with SEC Commissioners to discuss the need to move forward with a fiduciary duty proposal. H.R. 1627 - Letter to House members urging co-sponsorship of this bill to provide user fees for regular examinations of registered investment advisors. Expressed opposition to a letter sent to the OMB by ten Senators urging that any DOL fiduciary duty rule be delayed with 60 days after completion of a related SEC proposal. Discussed methods for expediting DOL upgrade of Fiduciary duty definition under ERISA with agency staff. Met with Administration staff to discuss issuance of SEC and DOL fiduciary duty rules. Met with Senate Banking Committee staff to encourage support for SEC and DOL fiduciary duty rules. H.R. 1627, Investment Advisor Examination Improvement Act of 2013 - Letter to House in support (user fees to fund investment advisors). Met with EBSA on proposed regulatory agenda affecting financial institutions and retirement security. (no bill) Discussed bill to enhance law enforcement cooperation on Social Security number theft. (no bill) Discussed bill to require more effective disclosure on retail bond sales. (no bill) Sent letter to SEC demonstrating the harm from maintaining the suitability standard as opposed to imposing a fiduciary duty on broker/dealers to investors. (no bill) Discussed the need for SEC and DOL fiduciary duty and user fees to fund the examination of registered investment advisors. (no bill) Briefed House Financial Services staff on detrimental effects of mandatory pre-dispute arbitration clauses in contracts. (no bill) Briefed Senate financial services staff on bank fraud and the objectives of the Department of Justice's Operation Choke Point. (no bill) H.R. 1627 - Discussed fiduciary duty and user fees to fund the examination of Investment Advisors with SEC Office of the Investor Advocate. Letter to Congress and White House staff on the need to update the definition of "fiduciary" under ERISA. (no bill)
Transportation, Housing and Urban Development, and Related Agencies Appropriations Act, 2015
Discussion of transportation issues for the reauthorization of MAP-21. 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.Discussed legislation regarding roadway design and policy enhancements to promote safety for older drivers and pedestrians and increased access to specialized and public transportation for older adults. (no bill) S. 2004, The Safe Streets Act of 2014 - Discussed legislation to ensure that new or improved federally-funded roadways are planned, designed, operated, and maintained to safely accomodate all roadway users. H.R. 2468, The Safe Streets Act of 2013 - Discussed legislation to ensure that new or improved federally-funded roadways are planned, designed, operated, and maintained to safely accomodate all roadway users. Discussed the need to improve human services transportation coordination. H.R. 3547/H.J.R. 59/H.R. 2775, H.J.R. 106, Consolidated Appropriations Act, 2015 - Lobbied to protect funding levels for senior housing and transportation programs, and related community development aid. H.R. 4507, the Pedestrian Fatalities Reduction Act - Sent a letter of support and discussed with Congressional staff members. S. 2284, the Pedestrian Safety Act - Sent a letter of support. Submitted a comment letter to the Department of Transportation regarding a proposed rule for Highway Safety Improvement Performance Management expressing the need for separate performance measures for non-motorized travel. H.R. 4745/S.2438, Transportation and HUD Appropriations bill, 2015 - Lobbied to protect housing and transportation programs serving seniors. H.J.Res. 124, Continuing Appropriations Resolution, 2015 - Lobbied to protect housing and transportation programs from disproportionate reduction under the Continuing Resolution. H.R. 2468, Safe Streets Act of 2014 - Discussed legislation with staff. H. R. 4726, Innovation in Surface Transportation Act of 2014 - Sent letter of support. Discussed with Congressional staff.
Transportation, Housing and Urban Development, and Related Agencies Appropriations Act, 2015
Pub.Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation.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.Lobbied on expected "QM" safe harbor amendment. (The amendment was not offered) H.R. 4745/S. 2438, Transportation, Housing and Urban Development Appropriations bill, 2014 - Lobbied for senior housing and transportation programs, and related community development aid. Discussed proposals to reform GSE's (Fannie Mae, Freddie Mac). (no bill) Submitted comments to HUD on Affirmatively Furthering Fair Housing. (no bill) S. 1217 - Discussed housing finance reform with Senate Banking Committee members and staff. 78 Federal Regulation #183, Credit Risk Retention Proposal - Filed comments with OCC, FED Res., FDIC, SEC, FHFA, and HUD in support of combining "ability to pay" (QM) with "Risk Retention" (QRM). 78 Federal Reg. #177, HECM Reform Proposal - Filed comments expressing concern over the proposed financial assessment for reverse mortgage eligibility. Met with Senate Banking Committee staff on GSE Reform. Discussed needed improvements to HECM program with HUD. Letter sent to Senate Banking Committee on AARP policy objectives in GSE Reform, commenting on S. 1217. Discussed needed reforms in the HECM program regarding notification of heirs after the death of the borrower. (no bill) H.J. Res. 124, Continuing Appropriation Resolution, 2015 - Lobbied to protect various housing programs serving seniors from disapproportionate reduction under Continuing Resolution.
Transportation, Housing and Urban Development, and Related Agencies Appropriations Act, 2015
Pub.Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation.Submitted comments to HUD on proposed regulations on "Implementation of the Fair Housing Acts" Discriminatory Effects Standard". Discussed Federal Reserve Board proposed rules regarding Regulation Z requirements for reverse mortgages and consumer right of rescission. (no bill) Responded to Consumer Financial Protection Bureau request for comment on "Information Regarding Consumer Use of Reverse Mortgages. Responded to Consumer Financial Protection Bureau request for comment on "High-Cost Mortgage and Homeownership Counseling Amendments to the Truth in Lending Act (Regulation Z) and Homerownership Counseling Amendments to the Real Estate Settlement Procedures Act (Regulation X)" 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.Lobbied on expected "QM" safe harbor amendment. (The amendment was not offered) H.R. 4745/S. 2438, Transportation, Housing and Urban Development Appropriations bill, 2014 - Lobbied for senior housing and transportation programs, and related community development aid. Testified before the Housing, Transportation, and Community Development Subcommittee of the Senate Banking Committee on solutions to preserve the HUD HECM program on reverse mortgages. (no bill) Discussed proposals to reform GJE's (Fannie Mae, Freddie Mac). (no bill) Submitted comments to HUD on Affirmatively Furthering Fair Housing. (no bill) Met with HUD officials to discuss implications of mortgagee letter ruling authority relative to the HECM program, and related concerns. (no bill) S. 1217 - Discussed housing finance reform with Senate Banking Committee members and staff. 78 Federal Regulation #183, Credit Risk Retention Proposal - Filed comments with OCC, FED Res., FDIC, SEC, FHFA, and HUD in support of combining "ability to pay" (QM) with "Risk Retention" (QRM). 78 Federal Reg. #177, HECM Reform Proposal - Filed comments expressing concern over the proposed financial assessment for reverse mortgage eligibility. Met with Senate Banking Committee staff on GSE Reform. Discussed needed improvements to HECM program with HUD. Letter sent to Senate Banking Committee on AARP policy objectives in GSE Reform, commenting on S. 1217. Discussed needed reforms in the HECM program regarding notification of heirs after the death of the borrower. (no bill)
Transportation, Housing and Urban Development, and Related Agencies Appropriations Act, 2015
Discussion of transportation issues for the reauthorization of MAP-21. 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.Discussed legislation regarding roadway design and policy enhancements to promote safety for older drivers and pedestrians and increased access to specialized and public transportation for older adults. (no bill) S. 2004, The Safe Streets Act of 2014 - Discussed legislation to ensure that new or improved federally-funded roadways are planned, designed, operated, and maintained to safely accomodate all roadway users. H.R. 2468, The Safe Streets Act of 2013 - Discussed legislation to ensure that new or improved federally-funded roadways are planned, designed, operated, and maintained to safely accomodate all roadway users. Discussed the need to improve human services transportation coordination. H.R. 83, Consolidated Appropriations Act and Further Continuing Appropriation, 2015 - Lobbied to protect funding levels for senior housing and transportation programs, and related community development aid. H.R. 4507, the Pedestrian Fatalities Reduction Act - Sent a letter of support and discussed with Congressional staff members. S. 2284, the Pedestrian Safety Act - Sent a letter of support. Submitted a comment letter to the Department of Transportation regarding a proposed rule for Highway Safety Improvement Performance Management expressing the need for separate performance measures for non-motorized travel. H.R. 4745/S.2438, Transportation and HUD Appropriations bill, 2015 - Lobbied to protect housing and transportation programs serving seniors. H.R. 2468, Safe Streets Act of 2014 - Discussed legislation with staff. H.R. 4726, Innovation in Surface Transportation Act of 2014 - Sent letter of support. Discussed with Congressional staff. H.R. 2305/S. 1123, Preventing and Reducing Improper Medicare Expenditures (PRIME Act) - Discussed legislation with Hill staff. H.R. 1953, Senior Fraud Prevention Act - Discussed legislation with staff.
Discussed financial regulatory reforms, including consumer and investor protections. (no bill) Pub.Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation.Letter sent to Senate Banking Committee Members in support of confirming a nominee to serve as the director of the Consumer Financial Protection Bureau. (no bill) Sign-on letter sent to the Federal Reserve, Consumer Financial Protection Bureau, Federal Deposit Insurance Corporation and Office of the Comptroller of the Currency in support of action of bank involvement in high-cost payday loans. (no bill) Discussed Banking Committee issues including SEC Fiduciary rulemaking, JOBS Act implementation and Dodd-Frank implementation. (no bill) H.R. 2787/S. 1329, The Commerce, Justice and Science Appropriations Act of 2014 - Lobbied to protect consumer protection programs with jurisdiction of subcommittee. H.R. 2786/S. 1371, The Financial Services and General Government Appropriations Act of 2014 - Lobbied to protect consumer protection programs and implementation of ACA health insurance exchanges. H.R. 1062, Letter written in opposition to the SEC Regulatory Accountability Act. Sent letter to the SEC urging it to propose rulemaking on Fiduciary Duty. (no bill) H.R. 2374, Letter written in opposition to the Retail Investor Protection Act. H.R. 1953, Expressed support for the Senior Fraud Prevention Act (FTC). S. 1358, Seniors Fraud Prevention Act - Letter written in support of this bill. S. 807, Plain Writing Act for Regulations - Letter written in support of this bill. Comment letter to the SEC on amendments to Reg. D, Form D, and rule 156 under the SEC Act, to implement JOBS Act provisions. Letter to Senate urging members not to sign a letter to OMB that would elay or prevent rulemaking by SEC and DOL on fiduciary duty. Comment letter to SEC in response to RFI regarding duties of broker/dealers and investment advisors. H.R. 3547/H.J.R./59/H.R. 2775/H.J.R. 106, Consolidated Appropriations Act, 2014 - Lobbied to prevent inclusion of Medicare, Medicaid and Social Security benefit cuts and to protect vital health, social services, housing and transportation programs from enhanced reductions from the prior year baseline, and to prevent repeal of certain financial and health care-related regulation. Lobbied in opposition to H.R. 2374, the Retail Investor Protection Act, voted on by the House in October 2013. Letter to OMB urging expedited handling of upcoming JEC and DOL fiduciary proposals in opposition to Congressional suggestions that the rules be delayed. Met with JEC Commissioners to discuss the need to move forward with a fiduciary duty proposal. H.R. 1622 - Letter to House members urging co-sponsorship of this bill to provide user fees for regular examinations of registered investment advisors. Letter to OMB in opposition to a letter sent to the agency by ten Senators urging that any DOL fiduciary duty rule be delayed with 60 days after completion of a related SEC proposal. Discussed methods for expediting DOL upgrade of Fiduciary duty definition under ERISA with agency staff. Met with Administration staff to discuss issuance of SEC and DOL fiduciary duty rules. Met with Senate Banking Committee staff to encourage support for SEC and DOL fiduciary duty rules. H.R. 1627, Investment Advisor Examination Improvement Act of 2013 - Letter to House in support (user fees to fund investment advisors). Met with EBSA on proposed regulatory agenda affecting financial institutions and retirement security. (no bill) Discussed bill to enhance law enforcement cooperation on Social Security number theft. (no bill) Discussed bill to require more effective disclosure on retail bond sales. (no bill)
Discussed financial regulatory reforms, including consumer and investor protections. (no bill) Pub.Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation.Discussed Banking Committee issues including SEC Fiduciary rulemaking, JOBS Act implementation and Dodd-Frank implementation. (no bill) H.R. 4660/S. 2437, The Commerce, Justice and Science Appropriations Act of 2015 - Lobbied to protect Census funding and consumer protection programs with jurisdiction of subcommittee. H.R.5016, H.J.Res. 124, Continuing Appropriations Resolution, 2015. The Financial Services and General Government Appropriations Act of 2015 - Lobbied to protect consumer protection programs and implementation of ACA health insurance exchanges. (no bill) H.R. 1062, Letter written in opposition to the SEC Regulatory Accountability Act. Sent letter to the SEC urging it to propose rulemaking on Fiduciary Duty. (no bill) H.R. 2374, Letter written in opposition to the Retail Investor Protection Act. H.R. 1953, Expressed support for the Senior Fraud Prevention Act (FTC). S. 1358, Seniors Fraud Prevention Act - Letter written in support of this bill. S. 807, Plain Writing Act for Regulations - Letter written in support of this bill. Comment letter to the SEC on amendments to Reg. D, Form D, and rule 156 under the SEC Act, to implement JOBS Act provisions. Letter to Senate urging members not to sign a letter to OMB that would elay or prevent rulemaking by SEC and DOL on fiduciary duty. Recommendations to SEC in response to RFI regarding duties of broker/dealers and investment advisors. Met with SEC Commissioners to discuss the need to move forward with a fiduciary duty proposal. H.R. 1627 - Letter to House members urging co-sponsorship of this bill to provide user fees for regular examinations of registered investment advisors. Expressed opposition to a letter sent to the OMB by ten Senators urging that any DOL fiduciary duty rule be delayed with 60 days after completion of a related SEC proposal. Discussed methods for expediting DOL upgrade of Fiduciary duty definition under ERISA with agency staff. Met with Administration staff to discuss issuance of SEC and DOL fiduciary duty rules. Met with Senate Banking Committee staff to encourage support for SEC and DOL fiduciary duty rules. H.R. 1627, Investment Advisor Examination Improvement Act of 2013 - Letter to House in support (user fees to fund investment advisors). Met with EBSA on proposed regulatory agenda affecting financial institutions and retirement security. (no bill) Discussed bill to enhance law enforcement cooperation on Social Security number theft. (no bill) Discussed bill to require more effective disclosure on retail bond sales. (no bill) Sent letter to SEC demonstrating the harm from maintaining the suitability standard as opposed to imposing a fiduciary duty on broker/dealers to investors. (no bill) Discussed the need for SEC and DOL fiduciary duty and user fees to fund the examination of registered investment advisors. (no bill) Briefed House Financial Services staff on detrimental effects of mandatory pre-dispute arbitration clauses in contracts. (no bill) Briefed Senate financial services staff on bank fraud and the objectives of the Department of Justice's Operation Choke Point. (no bill) H.R. 1627 - Discussed fiduciary duty and user fees to fund the examination of Investment Advisors with SEC Office of the Investor Advocate. Letter to Congress and White House staff on the need to update the definition of "fiduciary" under ERISA. (no bill)
Discussed financial regulatory reforms, including consumer and investor protections. (no bill) Pub.Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation.Letter sent to Senate Banking Committee Members in support of confirming a nominee to serve as the director of the Consumer Financial Protection Bureau. (no bill) Sign-on letter sent to the Federal Reserve, Consumer Financial Protection Bureau, Federal Deposit Insurance Corporation and Office of the Comptroller of the Currency in support of action of bank involvement in high-cost payday loans. (no bill) Discussed Banking Committee issues including SEC Fiduciary rulemaking, JOBS Act implementation and Dodd-Frank implementation. (no bill) H.R. 4660/S. 2437, The Commerce, Justice and Science Appropriations Act of 2015 - Lobbied to protect Census funding and consumer protection programs with jurisdiction of subcommittee. The Financial Services and General Government Appropriations Act of 2015 - Lobbied to protect consumer protection programs and implementation of ACA health insurance exchanges. (no bill) H.R. 1062, Letter written in opposition to the SEC Regulatory Accountability Act. Sent letter to the SEC urging it to propose rulemaking on Fiduciary Duty. (no bill) H.R. 2374, Letter written in opposition to the Retail Investor Protection Act. H.R. 1953, Expressed support for the Senior Fraud Prevention Act (FTC). S. 1358, Seniors Fraud Prevention Act - Letter written in support of this bill. S. 807, Plain Writing Act for Regulations - Letter written in support of this bill. Comment letter to the SEC on amendments to Reg. D, Form D, and rule 156 under the SEC Act, to implement JOBS Act provisions. Letter to Senate urging members not to sign a letter to OMB that would elay or prevent rulemaking by SEC and DOL on fiduciary duty. Comment letter to SEC in response to RFI regarding duties of broker/dealers and investment advisors. Lobbied in opposition to H.R. 2374, the Retail Investor Protection Act, voted on by the House in October 2013. Letter to OMB urging expedited handling of upcoming JEC and DOL fiduciary proposals in opposition to Congressional suggestions that the rules be delayed. Met with JEC Commissioners to discuss the need to move forward with a fiduciary duty proposal. H.R. 1622 - Letter to House members urging co-sponsorship of this bill to provide user fees for regular examinations of registered investment advisors. Letter to OMB in opposition to a letter sent to the agency by ten Senators urging that any DOL fiduciary duty rule be delayed with 60 days after completion of a related SEC proposal. Discussed methods for expediting DOL upgrade of Fiduciary duty definition under ERISA with agency staff. Met with Administration staff to discuss issuance of SEC and DOL fiduciary duty rules. Met with Senate Banking Committee staff to encourage support for SEC and DOL fiduciary duty rules. H.R. 1627, Investment Advisor Examination Improvement Act of 2013 - Letter to House in support (user fees to fund investment advisors). Met with EBSA on proposed regulatory agenda affecting financial institutions and retirement security. (no bill) Discussed bill to enhance law enforcement cooperation on Social Security number theft. (no bill) Discussed bill to require more effective disclosure on retail bond sales. (no bill) Sent letter to SEC demonstrating the harm from maintaining the suitability standard as opposed to imposing a fiduciary duty on broker/dealers to investors. (no bill) Discussed the need for fiduciary duty and user fees to fund the examination of registered investment advisors. (no bill) Briefed House Financial Services staff on detrimental effects of mandatory pre-dispute arbitration clauses in contracts. (no bill) Briefed Senate financial services staff on bank fraud and the objectives of the Department of Justice's Operation Choke Point. (no bill)
Pub. Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation. Responded to requests for comment with regard to Payday Lending, Mandatory Arbitration, "Larger Participants" (non-bank), and Bank Overdraft Fees.Discussed response to requests for comment with regard to Student Loan Affordability and Authority to restrict Mandatory Pre-Dispute Arbitration. Lobbied against H.R. 3035 the "Mobile Informational Call Act" of 2011. Responded to Consumer Financial Protection Bureau request for comment on "Procedural Rules to Establish Supervisory Authority over Certain Nonbank Covered Persons Based on Risk Determination. Responded to Consumer Financial Protection Bureau request for comment on Senior Financial Exploitation. Submitted comment letter to the CFPB on Integrated Mortgage Disclosure under RESPA and TILA Docket No. CFPB-2012-0028. Submitted comments to the CFPB on effective financial education, Docket No. CFPB 2012-0030. H.R. 2786/S.1371, Financial Services and General Government Appropriations bill, 2014 - Lobbied to protect funding levels for SEC, CFIC and CFPB, enforcement of consumer protection laws and agencies. H. R. 1953, Senior Fraud Prevention Act - Expressed support for bill and urged cosponsorship. S. 807, Letter of Support for the Plain Writing Act for Regulations. S. 1358, Letter in support of the Senior Fraud Prevention Act. Letter from AARP and Americans Act for Financial Reform (AFR) to the House urging opposition to a package of bills that would weaken CFPB's structure and funding mechanism. S. 878/H.R. 1844, Arbitration Fairness Act - AARP went on record in support of the bills. Financial Services and General Government Appropriations bill, 2015 - Lobbied to protect funding levels for SEC, CFIC and CFPB, enforcement of consumer portection laws and agencies. H.R. 3193, Consumer Financial Freedom and Washington Accountability Act - Letter in opposition to bill to weaken the CFPB. Sent letter to CFPB to correct abusive debt collection practices, Docket 2013-0033, RIN 3170-AA41. H.R. 4436, Discussed Investing in Student Success Act. Discussed Fraud Watch Network. (no bill) Briefed House Financial Services staff on detrimental effects of mandatory pre-dispute arbitration clauses in contracts. (no bill) Briefed Senate financial services staff on bank fraud and the objectives of the Department of Justice's Operation Choke Point. (no bill)
Discussed financial regulatory reforms, including consumer and investor protections. (no bill) Pub.Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation.Discussed Banking Committee issues including SEC Fiduciary rulemaking, JOBS Act implementation and Dodd-Frank implementation. (no bill) H.R. 83, Consolidated and Further Continuing Appropriations, 2015 - Lobbied to protect Census funding and consumer protection programs with jurisdiction of subcommittee. Lobbied to protect consumer protection programs and implementation of ACA health insurance exchanges. (no bill) H.R. 1062, Letter written in opposition to the SEC Regulatory Accountability Act. Sent letter to the SEC urging it to propose rulemaking on Fiduciary Duty. (no bill) H.R. 2374, Letter written in opposition to the Retail Investor Protection Act. H.R. 1953, Expressed support for the Senior Fraud Prevention Act (FTC). S. 1358, Seniors Fraud Prevention Act - Letter written in support of this bill. S. 807, Plain Writing Act for Regulations - Letter written in support of this bill. Comment letter to the SEC on amendments to Reg. D, Form D, and rule 156 under the SEC Act, to implement JOBS Act provisions. Letter to Senate urging members not to sign a letter to OMB that would elay or prevent rulemaking by SEC and DOL on fiduciary duty. Recommendations to SEC in response to RFI regarding duties of broker/dealers and investment advisors. Met with SEC Commissioners to discuss the need to move forward with a fiduciary duty proposal. H.R. 1627 - Letter to House members urging co-sponsorship of this bill to provide user fees for regular examinations of registered investment advisors. Expressed opposition to a letter sent to the OMB by ten Senators urging that any DOL fiduciary duty rule be delayed with 60 days after completion of a related SEC proposal. Discussed methods for expediting DOL upgrade of Fiduciary duty definition under ERISA with agency staff. Met with Administration staff to discuss issuance of SEC and DOL fiduciary duty rules. Met with Senate Banking Committee staff to encourage support for SEC and DOL fiduciary duty rules. H.R. 1627, Investment Advisor Examination Improvement Act of 2013 - Letter to House in support (user fees to fund investment advisors). Met with EBSA on proposed regulatory agenda affecting financial institutions and retirement security. (no bill) Discussed bill to enhance law enforcement cooperation on Social Security number theft. (no bill) Discussed bill to require more effective disclosure on retail bond sales. (no bill) Sent letter to SEC demonstrating the harm from maintaining the suitability standard as opposed to imposing a fiduciary duty on broker/dealers to investors. (no bill) Discussed the need for SEC and DOL fiduciary duty and user fees to fund the examination of registered investment advisors. (no bill) Briefed House Financial Services staff on detrimental effects of mandatory pre-dispute arbitration clauses in contracts. (no bill) Briefed Senate financial services staff on bank fraud and the objectives of the Department of Justice's Operation Choke Point. (no bill) H.R. 1627 - Discussed fiduciary duty and user fees to fund the examination of Investment Advisors with SEC Office of the Investor Advocate. Letter to Congress and White House staff on the need to update the definition of "fiduciary" under ERISA. (no bill)
Pub. Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation. Responded to requests for comment with regard to Payday Lending, Mandatory Arbitration, "Larger Participants" (non-bank), and Bank Overdraft Fees.Discussed response to requests for comment with regard to Student Loan Affordability and Authority to restrict Mandatory Pre-Dispute Arbitration. Lobbied against H.R. 3035 the "Mobile Informational Call Act" of 2011. Responded to Consumer Financial Protection Bureau request for comment on "Procedural Rules to Establish Supervisory Authority over Certain Nonbank Covered Persons Based on Risk Determination. Responded to Consumer Financial Protection Bureau request for comment on Senior Financial Exploitation. Submitted comment letter to the CFPB on Integrated Mortgage Disclosure under RESPA and TILA Docket No. CFPB-2012-0028. Submitted comments to the CFPB on effective financial education, Docket No. CFPB 2012-0030. H.R. 2786/S.1371, Financial Services and General Government Appropriations bill, 2014 - Lobbied to protect funding levels for SEC, CFIC and CFPB, enforcement of consumer protection laws and agencies. H. R. 1953, Senior Fraud Prevention Act - Expressed support for bill and urged cosponsorship. S. 807, Letter of Support for the Plain Writing Act for Regulations. S. 1358, Letter in support of the Senior Fraud Prevention Act. Letter from AARP and Americans Act for Financial Reform (AFR) to the House urging opposition to a package of bills that would weaken CFPB's structure and funding mechanism. S. 878/H.R. 1844, Arbitration Fairness Act - AARP went on record in support of the bills. H.R. 3547, H.J.R. 59/H.R. 2775, H.J.R. 106, Consolidated Appropriations Act, 2014 - Lobbied to protect funding levels for SEC, CFIC and CFPB, enforcement of consumer portection laws and agencies. H.R. 3193, Consumer Financial Freedom and Washington Accountability Act - Letter in opposition to bill to weaken the CFPB. Sent letter to CFPB to correct abusive debt collection practices, Docket 2013-0033, RIN 3170-AA41.
Pub. Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation. Responded to requests for comment with regard to Payday Lending, Mandatory Arbitration, "Larger Participants" (non-bank), and Bank Overdraft Fees.Lobbied against H.R. 3035 the "Mobile Informational Call Act" of 2011. Responded to Consumer Financial Protection Bureau request for comment on "Procedural Rules to Establish Supervisory Authority over Certain Nonbank Covered Persons Based on Risk Determination. Submitted comments to the CFPB on effective financial education, Docket No. CFPB 2012-0030. Letter from AARP and Americans Act for Financial Reform (AFR) to the House urging opposition to a package of bills that would weaken CFPB's structure and funding mechanism. S. 878/H.R. 1844, Arbitration Fairness Act - AARP went on record in support of the bills. H.R. 83, Consolidated and Further Continuing Appropriations, 2015 - Lobbied to protect funding levels for SEC, CFIC and CFPB, enforcement of consumer portection laws and agencies. H.R. 3193, Consumer Financial Freedom and Washington Accountability Act - Letter in opposition to bill to weaken the CFPB. Sent letter to CFPB to correct abusive debt collection practices, Docket 2013-0033, RIN 3170-AA41. H.R. 4436, Discussed Investing in Student Success Act. Discussed Fraud Watch Network. (no bill) Briefed House Financial Services staff on detrimental effects of mandatory pre-dispute arbitration clauses in contracts. (no bill) Briefed Senate financial services staff on bank fraud and the objectives of the Department of Justice's Operation Choke Point. (no bill) CFPB-2014-007-Responded to CFPB debt collection survey proposal. CFPB-2013-0033/RIN 3170-AA41 - Responded to CFPB AAPR on debt collection. CFPB-2014-0012-Responded to CFPB RFI on Mobil Financial Services. CFPB-2014-0016-Responded to CFPB request for comment on Disclosure of Consumer Complaint Narrative Data. H.J. Res. 124, Continuing Appropriations Resolution, 2015 - Lobbied to protect funding for SEC, CFIC and CFPB consumer protection programs.
Pub. Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation. Responded to requests for comment with regard to Payday Lending, Mandatory Arbitration, "Larger Participants" (non-bank), and Bank Overdraft Fees.Lobbied against H.R. 3035 the "Mobile Informational Call Act" of 2011. Responded to Consumer Financial Protection Bureau request for comment on "Procedural Rules to Establish Supervisory Authority over Certain Nonbank Covered Persons Based on Risk Determination. Submitted comments to the CFPB on effective financial education, Docket No. CFPB 2012-0030. H.R. 5016, Financial Services and General Government Appropriations bill, 2015 - Lobbied to protect funding levels for SEC, CFIC and CFPB, enforcement of consumer protection laws and agencies. Letter from AARP and Americans Act for Financial Reform (AFR) to the House urging opposition to a package of bills that would weaken CFPB's structure and funding mechanism. S. 878/H.R. 1844, Arbitration Fairness Act - AARP went on record in support of the bills. Financial Services and General Government Appropriations bill, 2015 - Lobbied to protect funding levels for SEC, CFIC and CFPB, enforcement of consumer portection laws and agencies. H.R. 3193, Consumer Financial Freedom and Washington Accountability Act - Letter in opposition to bill to weaken the CFPB. Sent letter to CFPB to correct abusive debt collection practices, Docket 2013-0033, RIN 3170-AA41. H.R. 4436, Discussed Investing in Student Success Act. Discussed Fraud Watch Network. (no bill) Briefed House Financial Services staff on detrimental effects of mandatory pre-dispute arbitration clauses in contracts. (no bill) Briefed Senate financial services staff on bank fraud and the objectives of the Department of Justice's Operation Choke Point. (no bill) CFPB-2014-007-Responded to CFPB debt collection survey proposal. CFPB-2013-0033/RIN 3170-AA41 - Responded to CFPB AAPR on debt collection. CFPB-2014-0012-Responded to CFPB RFI on Mobil Financial Services. CFPB-2014-0016-Responded to CFPB request for comment on Disclosure of Consumer Complaint Narrative Data. H.J. Res. 124, Continuing Appropriations Resolution, 2015 - Lobbied to protect funding for SEC, CFIC and CFPB consumer protection programs.
Pub. Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation. Responded to requests for comment with regard to Payday Lending, Mandatory Arbitration, "Larger Participants" (non-bank), and Bank Overdraft Fees.Lobbied against H.R. 3035 the "Mobile Informational Call Act" of 2011. Responded to Consumer Financial Protection Bureau request for comment on "Procedural Rules to Establish Supervisory Authority over Certain Nonbank Covered Persons Based on Risk Determination. Submitted comments to the CFPB on effective financial education, Docket No. CFPB 2012-0030. Letter from AARP and Americans Act for Financial Reform (AFR) to the House urging opposition to a package of bills that would weaken CFPB's structure and funding mechanism. S. 878/H.R. 1844, Arbitration Fairness Act - AARP went on record in support of the bills. H.R. 83, Consolidated and Further Continuing Appropriations, 2015 - Lobbied to protect funding levels for SEC, CFIC and CFPB, enforcement of consumer portection laws and agencies. H.R. 3193, Consumer Financial Freedom and Washington Accountability Act - Letter in opposition to bill to weaken the CFPB. Sent letter to CFPB to correct abusive debt collection practices, Docket 2013-0033, RIN 3170-AA41. H.R. 4436, Discussed Investing in Student Success Act. Discussed Fraud Watch Network. (no bill) Briefed House Financial Services staff on detrimental effects of mandatory pre-dispute arbitration clauses in contracts. (no bill) Briefed Senate financial services staff on bank fraud and the objectives of the Department of Justice's Operation Choke Point. (no bill) CFPB-2014-007-Responded to CFPB debt collection survey proposal. CFPB-2013-0033/RIN 3170-AA41 - Responded to CFPB AAPR on debt collection. CFPB-2014-0012-Responded to CFPB RFI on Mobil Financial Services. CFPB-2014-0016-Responded to CFPB request for comment on Disclosure of Consumer Complaint Narrative Data. H.J. Res. 124, Continuing Appropriations Resolution, 2015 - Lobbied to protect funding for SEC, CFIC and CFPB consumer protection programs.
Discussed financial regulatory reforms, including consumer and investor protections. (no bill) Pub.Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation.Discussed Banking Committee issues including SEC Fiduciary rulemaking, JOBS Act implementation and Dodd-Frank implementation. (no bill) H.R. 83, Consolidated and Further Continuing Appropriations, 2015 - Lobbied to protect Census funding and consumer protection programs with jurisdiction of subcommittee. Lobbied to protect consumer protection programs and implementation of ACA health insurance exchanges. (no bill) H.R. 1062, Letter written in opposition to the SEC Regulatory Accountability Act. Sent letter to the SEC urging it to propose rulemaking on Fiduciary Duty. (no bill) H.R. 2374, Letter written in opposition to the Retail Investor Protection Act. H.R. 1953, Expressed support for the Senior Fraud Prevention Act (FTC). S. 1358, Seniors Fraud Prevention Act - Letter written in support of this bill. S. 807, Plain Writing Act for Regulations - Letter written in support of this bill. Comment letter to the SEC on amendments to Reg. D, Form D, and rule 156 under the SEC Act, to implement JOBS Act provisions. Letter to Senate urging members not to sign a letter to OMB that would elay or prevent rulemaking by SEC and DOL on fiduciary duty. Recommendations to SEC in response to RFI regarding duties of broker/dealers and investment advisors. Met with SEC Commissioners to discuss the need to move forward with a fiduciary duty proposal. H.R. 1627 - Letter to House members urging co-sponsorship of this bill to provide user fees for regular examinations of registered investment advisors. Expressed opposition to a letter sent to the OMB by ten Senators urging that any DOL fiduciary duty rule be delayed with 60 days after completion of a related SEC proposal. Discussed methods for expediting DOL upgrade of Fiduciary duty definition under ERISA with agency staff. Met with Administration staff to discuss issuance of SEC and DOL fiduciary duty rules. Met with Senate Banking Committee staff to encourage support for SEC and DOL fiduciary duty rules. H.R. 1627, Investment Advisor Examination Improvement Act of 2013 - Letter to House in support (user fees to fund investment advisors). Met with EBSA on proposed regulatory agenda affecting financial institutions and retirement security. (no bill) Discussed bill to enhance law enforcement cooperation on Social Security number theft. (no bill) Discussed bill to require more effective disclosure on retail bond sales. (no bill) Sent letter to SEC demonstrating the harm from maintaining the suitability standard as opposed to imposing a fiduciary duty on broker/dealers to investors. (no bill) Discussed the need for SEC and DOL fiduciary duty and user fees to fund the examination of registered investment advisors. (no bill) Briefed House Financial Services staff on detrimental effects of mandatory pre-dispute arbitration clauses in contracts. (no bill) Briefed Senate financial services staff on bank fraud and the objectives of the Department of Justice's Operation Choke Point. (no bill) H.R. 1627 - Discussed fiduciary duty and user fees to fund the examination of Investment Advisors with SEC Office of the Investor Advocate. Letter to Congress and White House staff on the need to update the definition of "fiduciary" under ERISA. (no bill)
Pub.Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation.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.Lobbied on expected "QM" safe harbor amendment. (The amendment was not offered) H.R. 83, Consolidated and Further Continuing Appropriation, 2015 - Lobbied for senior housing and transportation programs, and related community development aid. Discussed proposals to reform GSE's (Fannie Mae, Freddie Mac). (no bill) Submitted comments to HUD on Affirmatively Furthering Fair Housing. (no bill) S. 1217 - Discussed housing finance reform with Senate Banking Committee members and staff. 78 Federal Regulation #183, Credit Risk Retention Proposal - Filed comments with OCC, FED Res., FDIC, SEC, FHFA, and HUD in support of combining "ability to pay" (QM) with "Risk Retention" (QRM). 78 Federal Reg. #177, HECM Reform Proposal - Filed comments expressing concern over the proposed financial assessment for reverse mortgage eligibility. Met with Senate Banking Committee staff on GSE Reform. Discussed needed improvements to HECM program with HUD. Letter sent to Senate Banking Committee on AARP policy objectives in GSE Reform, commenting on S. 1217. Discussed needed reforms in the HECM program regarding notification of heirs after the death of the borrower. (no bill) H.J. Res. 124, Continuing Appropriation Resolution, 2015 - Lobbied to protect various housing programs serving seniors from disapproportionate reduction under Continuing Resolution. Referred housing inquiry to appropriate colleague. (no bill)
Discussed increasing senior representation in CDC studies and supported public participation in samples.Lobbied against inclusion of Social Security, Medicare and Medicaid legislation affecting benefit levels or service delivery in any budget deal, and urged congress to not reduce spending levels below current services levels for various non-security discretionary programs, including Health Care (including Rx, medical research and premium support), Social Security (administrative expenses), Older Americans Act Supportive Service, Nutrition and Caregiver programs and, Low Income Home Energy Assistance. Discussed Social Security Administration's Representative Payee program's current and future challenges. (no bill) Discussed implementation of Windsor decision at the Social Security Administration with Congressional staff. H.R. 3695 - To provide a temporary extension of the Food, Conservation, and Energy Act of 2008 and amendments made by that Act, as previously extended and amended and with certain additional modifications and exceptions, to suspend permanent price support authorities, and for other purposes. H.R. 2642 - Oppose farm bill that authorizes only farm programs for five years and severs nutrition programs. S. 954, Agriculture Reform, Food, and Jobs Act of 2013 - Support Senate Authorization of Farm Bill despite concerns about SNAP cuts. H.R. 3102, Nutrition Reform and Work Opportunity Act of 2013 - Oppose House Nutrition only bill to reauthorize USDA nutrition programs for only three years with cuts and apart from the Farm Bill. Discussed events related to the government shut down.
Filing targets: Administration on Aging, Agriculture, Dept of (USDA), Bureau of the Census, Centers For Medicare and Medicaid Services (CMS), Commodity Futures Trading Commission (CFTC), Congressional Budget Office (CBO), Energy, Dept of, Environmental Protection Agency (EPA), Equal Employment Opportunity Commission (EEOC), Executive Office of the President (EOP), Federal Communications Commission (FCC), Federal Highway Administration (FHA), Federal Reserve System, Federal Trade Commission (FTC), Federal Transit Administration (FTA), Food & Drug Administration (FDA), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Medicare Payment Advisory Commission (MedPAC), Natl Highway Traffic Safety Administration (NHTSA), Natl Institutes of Health (NIH), Office of Management & Budget (OMB), Office of Personnel Management (OPM), Office of the Comptroller of the Currency (OCC), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Social Security Administration (SSA), Transportation, Dept of (DOT), Treasury, Dept of, Veterans Affairs, Dept of (VA), White House Office
Discussed financial regulatory reforms, including consumer and investor protections. (no bill) Pub.Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation.Discussed Banking Committee issues including SEC Fiduciary rulemaking, JOBS Act implementation and Dodd-Frank implementation. (no bill) H.R. 4660/S. 2437, The Commerce, Justice and Science Appropriations Act of 2015 - Lobbied to protect Census funding and consumer protection programs with jurisdiction of subcommittee. H.R.5016, H.J.Res. 124, Continuing Appropriations Resolution, 2015. The Financial Services and General Government Appropriations Act of 2015 - Lobbied to protect consumer protection programs and implementation of ACA health insurance exchanges. (no bill) H.R. 1062, Letter written in opposition to the SEC Regulatory Accountability Act. Sent letter to the SEC urging it to propose rulemaking on Fiduciary Duty. (no bill) H.R. 2374, Letter written in opposition to the Retail Investor Protection Act. H.R. 1953, Expressed support for the Senior Fraud Prevention Act (FTC). S. 1358, Seniors Fraud Prevention Act - Letter written in support of this bill. S. 807, Plain Writing Act for Regulations - Letter written in support of this bill. Comment letter to the SEC on amendments to Reg. D, Form D, and rule 156 under the SEC Act, to implement JOBS Act provisions. Letter to Senate urging members not to sign a letter to OMB that would elay or prevent rulemaking by SEC and DOL on fiduciary duty. Recommendations to SEC in response to RFI regarding duties of broker/dealers and investment advisors. Met with SEC Commissioners to discuss the need to move forward with a fiduciary duty proposal. H.R. 1627 - Letter to House members urging co-sponsorship of this bill to provide user fees for regular examinations of registered investment advisors. Expressed opposition to a letter sent to the OMB by ten Senators urging that any DOL fiduciary duty rule be delayed with 60 days after completion of a related SEC proposal. Discussed methods for expediting DOL upgrade of Fiduciary duty definition under ERISA with agency staff. Met with Administration staff to discuss issuance of SEC and DOL fiduciary duty rules. Met with Senate Banking Committee staff to encourage support for SEC and DOL fiduciary duty rules. H.R. 1627, Investment Advisor Examination Improvement Act of 2013 - Letter to House in support (user fees to fund investment advisors). Met with EBSA on proposed regulatory agenda affecting financial institutions and retirement security. (no bill) Discussed bill to enhance law enforcement cooperation on Social Security number theft. (no bill) Discussed bill to require more effective disclosure on retail bond sales. (no bill) Sent letter to SEC demonstrating the harm from maintaining the suitability standard as opposed to imposing a fiduciary duty on broker/dealers to investors. (no bill) Discussed the need for SEC and DOL fiduciary duty and user fees to fund the examination of registered investment advisors. (no bill) Briefed House Financial Services staff on detrimental effects of mandatory pre-dispute arbitration clauses in contracts. (no bill) Briefed Senate financial services staff on bank fraud and the objectives of the Department of Justice's Operation Choke Point. (no bill) H.R. 1627 - Discussed fiduciary duty and user fees to fund the examination of Investment Advisors with SEC Office of the Investor Advocate. Letter to Congress and White House staff on the need to update the definition of "fiduciary" under ERISA. (no bill)
Pub. Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation. Responded to requests for comment with regard to Payday Lending, Mandatory Arbitration, "Larger Participants" (non-bank), and Bank Overdraft Fees.Lobbied against H.R. 3035 the "Mobile Informational Call Act" of 2011. Responded to Consumer Financial Protection Bureau request for comment on "Procedural Rules to Establish Supervisory Authority over Certain Nonbank Covered Persons Based on Risk Determination. Submitted comments to the CFPB on effective financial education, Docket No. CFPB 2012-0030. H.R. 5016, Financial Services and General Government Appropriations bill, 2015 - Lobbied to protect funding levels for SEC, CFIC and CFPB, enforcement of consumer protection laws and agencies. Letter from AARP and Americans Act for Financial Reform (AFR) to the House urging opposition to a package of bills that would weaken CFPB's structure and funding mechanism. S. 878/H.R. 1844, Arbitration Fairness Act - AARP went on record in support of the bills. Financial Services and General Government Appropriations bill, 2015 - Lobbied to protect funding levels for SEC, CFIC and CFPB, enforcement of consumer portection laws and agencies. H.R. 3193, Consumer Financial Freedom and Washington Accountability Act - Letter in opposition to bill to weaken the CFPB. Sent letter to CFPB to correct abusive debt collection practices, Docket 2013-0033, RIN 3170-AA41. H.R. 4436, Discussed Investing in Student Success Act. Discussed Fraud Watch Network. (no bill) Briefed House Financial Services staff on detrimental effects of mandatory pre-dispute arbitration clauses in contracts. (no bill) Briefed Senate financial services staff on bank fraud and the objectives of the Department of Justice's Operation Choke Point. (no bill) CFPB-2014-007-Responded to CFPB debt collection survey proposal. CFPB-2013-0033/RIN 3170-AA41 - Responded to CFPB AAPR on debt collection. CFPB-2014-0012-Responded to CFPB RFI on Mobil Financial Services. CFPB-2014-0016-Responded to CFPB request for comment on Disclosure of Consumer Complaint Narrative Data. H.J. Res. 124, Continuing Appropriations Resolution, 2015 - Lobbied to protect funding for SEC, CFIC and CFPB consumer protection programs.
Discussion of transportation issues for the reauthorization of MAP-21. 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.Discussed legislation regarding roadway design and policy enhancements to promote safety for older drivers and pedestrians and increased access to specialized and public transportation for older adults. (no bill) S. 2004, The Safe Streets Act of 2014 - Discussed legislation to ensure that new or improved federally-funded roadways are planned, designed, operated, and maintained to safely accomodate all roadway users. H.R. 2468, The Safe Streets Act of 2013 - Discussed legislation to ensure that new or improved federally-funded roadways are planned, designed, operated, and maintained to safely accomodate all roadway users. Discussed the need to improve human services transportation coordination. H.R. 3547/H.J.R. 59/H.R. 2775, H.J.R. 106, Consolidated Appropriations Act, 2015 - Lobbied to protect funding levels for senior housing and transportation programs, and related community development aid. H.R. 4507, the Pedestrian Fatalities Reduction Act - Sent a letter of support and discussed with Congressional staff members. S. 2284, the Pedestrian Safety Act - Sent a letter of support. Submitted a comment letter to the Department of Transportation regarding a proposed rule for Highway Safety Improvement Performance Management expressing the need for separate performance measures for non-motorized travel. H.R. 4745/S.2438, Transportation and HUD Appropriations bill, 2015 - Lobbied to protect housing and transportation programs serving seniors. H.J.Res. 124, Continuing Appropriations Resolution, 2015 - Lobbied to protect housing and transportation programs from disproportionate reduction under the Continuing Resolution. H.R. 2468, Safe Streets Act of 2014 - Discussed legislation with staff. H. R. 4726, Innovation in Surface Transportation Act of 2014 - Sent letter of support. Discussed with Congressional staff.
Discussed increasing senior representation in CDC studies and supported public participation in samples.Lobbied against inclusion of Social Security, Medicare and Medicaid legislation affecting benefit levels or service delivery in any budget deal, and urged congress to not reduce spending levels below current services levels for various non-security discretionary programs, including Health Care (including Rx, medical research and premium support), Social Security (administrative expenses), Older Americans Act Supportive Service, Nutrition and Caregiver programs and, Low Income Home Energy Assistance. Discussed Social Security Administration's Representative Payee program's current and future challenges. (no bill) Discussed implementation of Windsor decision at the Social Security Administration with Congressional staff. H.R. 3695 - To provide a temporary extension of the Food, Conservation, and Energy Act of 2008 and amendments made by that Act, as previously extended and amended and with certain additional modifications and exceptions, to suspend permanent price support authorities, and for other purposes. H.R. 2642 - Oppose farm bill that authorizes only farm programs for five years and severs nutrition programs. S. 954, Agriculture Reform, Food, and Jobs Act of 2013 - Support Senate Authorization of Farm Bill despite concerns about SNAP cuts. H.R. 3102, Nutrition Reform and Work Opportunity Act of 2013 - Oppose House Nutrition only bill to reauthorize USDA nutrition programs for only three years with cuts and apart from the Farm Bill. Discussed events related to the government shut down.
Pub.Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation.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.Lobbied on expected "QM" safe harbor amendment. (The amendment was not offered) H.R. 4745/S. 2438, Transportation, Housing and Urban Development Appropriations bill, 2014 - Lobbied for senior housing and transportation programs, and related community development aid. Discussed proposals to reform GSE's (Fannie Mae, Freddie Mac). (no bill) Submitted comments to HUD on Affirmatively Furthering Fair Housing. (no bill) S. 1217 - Discussed housing finance reform with Senate Banking Committee members and staff. 78 Federal Regulation #183, Credit Risk Retention Proposal - Filed comments with OCC, FED Res., FDIC, SEC, FHFA, and HUD in support of combining "ability to pay" (QM) with "Risk Retention" (QRM). 78 Federal Reg. #177, HECM Reform Proposal - Filed comments expressing concern over the proposed financial assessment for reverse mortgage eligibility. Met with Senate Banking Committee staff on GSE Reform. Discussed needed improvements to HECM program with HUD. Letter sent to Senate Banking Committee on AARP policy objectives in GSE Reform, commenting on S. 1217. Discussed needed reforms in the HECM program regarding notification of heirs after the death of the borrower. (no bill) H.J. Res. 124, Continuing Appropriation Resolution, 2015 - Lobbied to protect various housing programs serving seniors from disapproportionate reduction under Continuing Resolution.
Filing targets: Administration on Aging, Agriculture, Dept of (USDA), Bureau of the Census, Centers For Medicare and Medicaid Services (CMS), Commodity Futures Trading Commission (CFTC), Congressional Budget Office (CBO), Energy, Dept of, Environmental Protection Agency (EPA), Equal Employment Opportunity Commission (EEOC), Executive Office of the President (EOP), Federal Communications Commission (FCC), Federal Highway Administration (FHA), Federal Reserve System, Federal Trade Commission (FTC), Federal Transit Administration (FTA), Food & Drug Administration (FDA), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Medicare Payment Advisory Commission (MedPAC), Natl Highway Traffic Safety Administration (NHTSA), Natl Institutes of Health (NIH), Office of Management & Budget (OMB), Office of Personnel Management (OPM), Office of the Comptroller of the Currency (OCC), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Social Security Administration (SSA), Transportation, Dept of (DOT), Treasury, Dept of, Veterans Affairs, Dept of (VA), White House Office
Discussion of transportation issues for the reauthorization of MAP-21. 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.Discussed legislation regarding roadway design and policy enhancements to promote safety for older drivers and pedestrians and increased access to specialized and public transportation for older adults. (no bill) S. 2004, The Safe Streets Act of 2014 - Discussed legislation to ensure that new or improved federally-funded roadways are planned, designed, operated, and maintained to safely accomodate all roadway users. H.R. 2468, The Safe Streets Act of 2013 - Discussed legislation to ensure that new or improved federally-funded roadways are planned, designed, operated, and maintained to safely accomodate all roadway users. Discussed the need to improve human services transportation coordination. H.R. 3547/H.J.R. 59/H.R. 2775, H.J.R. 106, Consolidated Appropriations Act, 2015 - Lobbied to protect funding levels for senior housing and transportation programs, and related community development aid. H.R. 4507, the Pedestrian Fatalities Reduction Act - Sent a letter of support. S. 2284, the Pedestrian Safety Act - Sent a letter of support. Submitted a comment letter to the Department of Transportation regarding a proposed rule for Highway Safety Improvement Performance Management expressing the need for separate performance measures for non-motorized travel.
Filed comments and ex partes on Internet Protocol transition technology.Response to request for comments on Docket 12-353. (no bill) Discussed current FCC issues and request for comments. Discussed Lifeline issues. Discussed Internet Protocol with Congressional staff members. Discussed Internet Protocol transition with FCC staff. Discussed telecom issues with NTIA staff. H.R. 3670 - Discussed and recommended AARP support for bill on Anti-Spoofing. Responded to request for Reply Comments on IP Transition with FCC. (no bill) Met with Senate Commerce, Science and Transportation Committee staff on AARP affordable telecommunications' issues. (no bill) Discussed impact of proposed legislation regarding Designated Market Areas (DMSs) and the impact on viewing of 50+ living in smaller or non-dominant DMA markets with Senator and staff. (no bill)
Discussed increasing senior representation in CDC studies and supported public participation in samples.Lobbied against inclusion of Social Security, Medicare and Medicaid legislation affecting benefit levels or service delivery in any budget deal, and urged congress to not reduce spending levels below current services levels for various non-security discretionary programs, including Health Care (including Rx, medical research and premium support), Social Security (administrative expenses), Older Americans Act Supportive Service, Nutrition and Caregiver programs and, Low Income Home Energy Assistance. Discussed Social Security Administration's Representative Payee program's current and future challenges. (no bill) Discussed implementation of Windsor decision at the Social Security Administration with Congressional staff. H.R. 3695 - To provide a temporary extension of the Food, Conservation, and Energy Act of 2008 and amendments made by that Act, as previously extended and amended and with certain additional modifications and exceptions, to suspend permanent price support authorities, and for other purposes. H.R. 2642 - Oppose farm bill that authorizes only farm programs for five years and severs nutrition programs. S. 954, Agriculture Reform, Food, and Jobs Act of 2013 - Support Senate Authorization of Farm Bill despite concerns about SNAP cuts. H.R. 3102, Nutrition Reform and Work Opportunity Act of 2013 - Oppose House Nutrition only bill to reauthorize USDA nutrition programs for only three years with cuts and apart from the Farm Bill. Discussed events related to the government shut down.
Discussed financial regulatory reforms, including consumer and investor protections. (no bill) Pub.Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation.Letter sent to Senate Banking Committee Members in support of confirming a nominee to serve as the director of the Consumer Financial Protection Bureau. (no bill) Sign-on letter sent to the Federal Reserve, Consumer Financial Protection Bureau, Federal Deposit Insurance Corporation and Office of the Comptroller of the Currency in support of action of bank involvement in high-cost payday loans. (no bill) Discussed Banking Committee issues including SEC Fiduciary rulemaking, JOBS Act implementation and Dodd-Frank implementation. (no bill) H.R. 4660/S. 2437, The Commerce, Justice and Science Appropriations Act of 2015 - Lobbied to protect Census funding and consumer protection programs with jurisdiction of subcommittee. The Financial Services and General Government Appropriations Act of 2015 - Lobbied to protect consumer protection programs and implementation of ACA health insurance exchanges. (no bill) H.R. 1062, Letter written in opposition to the SEC Regulatory Accountability Act. Sent letter to the SEC urging it to propose rulemaking on Fiduciary Duty. (no bill) H.R. 2374, Letter written in opposition to the Retail Investor Protection Act. H.R. 1953, Expressed support for the Senior Fraud Prevention Act (FTC). S. 1358, Seniors Fraud Prevention Act - Letter written in support of this bill. S. 807, Plain Writing Act for Regulations - Letter written in support of this bill. Comment letter to the SEC on amendments to Reg. D, Form D, and rule 156 under the SEC Act, to implement JOBS Act provisions. Letter to Senate urging members not to sign a letter to OMB that would elay or prevent rulemaking by SEC and DOL on fiduciary duty. Comment letter to SEC in response to RFI regarding duties of broker/dealers and investment advisors. Lobbied in opposition to H.R. 2374, the Retail Investor Protection Act, voted on by the House in October 2013. Letter to OMB urging expedited handling of upcoming JEC and DOL fiduciary proposals in opposition to Congressional suggestions that the rules be delayed. Met with JEC Commissioners to discuss the need to move forward with a fiduciary duty proposal. H.R. 1622 - Letter to House members urging co-sponsorship of this bill to provide user fees for regular examinations of registered investment advisors. Letter to OMB in opposition to a letter sent to the agency by ten Senators urging that any DOL fiduciary duty rule be delayed with 60 days after completion of a related SEC proposal. Discussed methods for expediting DOL upgrade of Fiduciary duty definition under ERISA with agency staff. Met with Administration staff to discuss issuance of SEC and DOL fiduciary duty rules. Met with Senate Banking Committee staff to encourage support for SEC and DOL fiduciary duty rules. H.R. 1627, Investment Advisor Examination Improvement Act of 2013 - Letter to House in support (user fees to fund investment advisors). Met with EBSA on proposed regulatory agenda affecting financial institutions and retirement security. (no bill) Discussed bill to enhance law enforcement cooperation on Social Security number theft. (no bill) Discussed bill to require more effective disclosure on retail bond sales. (no bill) Sent letter to SEC demonstrating the harm from maintaining the suitability standard as opposed to imposing a fiduciary duty on broker/dealers to investors. (no bill) Discussed the need for fiduciary duty and user fees to fund the examination of registered investment advisors. (no bill) Briefed House Financial Services staff on detrimental effects of mandatory pre-dispute arbitration clauses in contracts. (no bill) Briefed Senate financial services staff on bank fraud and the objectives of the Department of Justice's Operation Choke Point. (no bill)
Pub. Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation. Responded to requests for comment with regard to Payday Lending, Mandatory Arbitration, "Larger Participants" (non-bank), and Bank Overdraft Fees.Discussed response to requests for comment with regard to Student Loan Affordability and Authority to restrict Mandatory Pre-Dispute Arbitration. Lobbied against H.R. 3035 the "Mobile Informational Call Act" of 2011. Responded to Consumer Financial Protection Bureau request for comment on "Procedural Rules to Establish Supervisory Authority over Certain Nonbank Covered Persons Based on Risk Determination. Responded to Consumer Financial Protection Bureau request for comment on Senior Financial Exploitation. Submitted comment letter to the CFPB on Integrated Mortgage Disclosure under RESPA and TILA Docket No. CFPB-2012-0028. Submitted comments to the CFPB on effective financial education, Docket No. CFPB 2012-0030. H.R. 2786/S.1371, Financial Services and General Government Appropriations bill, 2014 - Lobbied to protect funding levels for SEC, CFIC and CFPB, enforcement of consumer protection laws and agencies. H. R. 1953, Senior Fraud Prevention Act - Expressed support for bill and urged cosponsorship. S. 807, Letter of Support for the Plain Writing Act for Regulations. S. 1358, Letter in support of the Senior Fraud Prevention Act. Letter from AARP and Americans Act for Financial Reform (AFR) to the House urging opposition to a package of bills that would weaken CFPB's structure and funding mechanism. S. 878/H.R. 1844, Arbitration Fairness Act - AARP went on record in support of the bills. Financial Services and General Government Appropriations bill, 2015 - Lobbied to protect funding levels for SEC, CFIC and CFPB, enforcement of consumer portection laws and agencies. H.R. 3193, Consumer Financial Freedom and Washington Accountability Act - Letter in opposition to bill to weaken the CFPB. Sent letter to CFPB to correct abusive debt collection practices, Docket 2013-0033, RIN 3170-AA41. H.R. 4436, Discussed Investing in Student Success Act. Discussed Fraud Watch Network. (no bill) Briefed House Financial Services staff on detrimental effects of mandatory pre-dispute arbitration clauses in contracts. (no bill) Briefed Senate financial services staff on bank fraud and the objectives of the Department of Justice's Operation Choke Point. (no bill)
Pub.Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation.Submitted comments to HUD on proposed regulations on "Implementation of the Fair Housing Acts" Discriminatory Effects Standard". Discussed Federal Reserve Board proposed rules regarding Regulation Z requirements for reverse mortgages and consumer right of rescission. (no bill) Responded to Consumer Financial Protection Bureau request for comment on "Information Regarding Consumer Use of Reverse Mortgages. Responded to Consumer Financial Protection Bureau request for comment on "High-Cost Mortgage and Homeownership Counseling Amendments to the Truth in Lending Act (Regulation Z) and Homerownership Counseling Amendments to the Real Estate Settlement Procedures Act (Regulation X)" 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.Lobbied on expected "QM" safe harbor amendment. (The amendment was not offered) H.R. 4745/S. 2438, Transportation, Housing and Urban Development Appropriations bill, 2014 - Lobbied for senior housing and transportation programs, and related community development aid. Testified before the Housing, Transportation, and Community Development Subcommittee of the Senate Banking Committee on solutions to preserve the HUD HECM program on reverse mortgages. (no bill) Discussed proposals to reform GJE's (Fannie Mae, Freddie Mac). (no bill) Submitted comments to HUD on Affirmatively Furthering Fair Housing. (no bill) Met with HUD officials to discuss implications of mortgagee letter ruling authority relative to the HECM program, and related concerns. (no bill) S. 1217 - Discussed housing finance reform with Senate Banking Committee members and staff. 78 Federal Regulation #183, Credit Risk Retention Proposal - Filed comments with OCC, FED Res., FDIC, SEC, FHFA, and HUD in support of combining "ability to pay" (QM) with "Risk Retention" (QRM). 78 Federal Reg. #177, HECM Reform Proposal - Filed comments expressing concern over the proposed financial assessment for reverse mortgage eligibility. Met with Senate Banking Committee staff on GSE Reform. Discussed needed improvements to HECM program with HUD. Letter sent to Senate Banking Committee on AARP policy objectives in GSE Reform, commenting on S. 1217. Discussed needed reforms in the HECM program regarding notification of heirs after the death of the borrower. (no bill)
Filing targets: Administration on Aging, Agriculture, Dept of (USDA), Bureau of the Census, Centers For Medicare and Medicaid Services (CMS), Commodity Futures Trading Commission (CFTC), Energy, Dept of, Environmental Protection Agency (EPA), Equal Employment Opportunity Commission (EEOC), Executive Office of the President (EOP), Federal Communications Commission (FCC), Federal Highway Administration (FHA), Federal Reserve System, Federal Trade Commission (FTC), Federal Transit Administration (FTA), Food & Drug Administration (FDA), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Medicare Payment Advisory Commission (MedPAC), Natl Highway Traffic Safety Administration (NHTSA), Natl Institutes of Health (NIH), Office of Management & Budget (OMB), Office of Personnel Management (OPM), Office of the Comptroller of the Currency (OCC), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Social Security Administration (SSA), Transportation, Dept of (DOT), Treasury, Dept of, Veterans Affairs, Dept of (VA), White House Office
Discussion of transportation issues for the reauthorization of MAP-21. 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.Discussed legislation regarding roadway design and policy enhancements to promote safety for older drivers and pedestrians and increased access to specialized and public transportation for older adults. (no bill) H. R. 933, Consolidated and Further Continuing Appropriations Act, 2013 - Lobbied to protect vital health and social services programs from enhanced reductions from the prior year baseline, and to prevent repeal of certain financial 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. Lobbied on expected "QM" safe harbor amendment. (The amendment was not offered) S. 2004, The Safe Streets Act of 2014 - Discussed legislation to ensure that new or improved federally-funded roadways are planned, designed, operated, and maintained to safely accomodate all roadway users. H.R. 2468, The Safe Streets Act of 2013 - Discussed legislation to ensure that new or improved federally-funded roadways are planned, designed, operated, and maintained to safely accomodate all roadway users. H.R. 2610/S. 1243, Transportation and Housing and Urban Development and Related Agencies Appropriations Bill, 2014 - Discussed Integrated Planning and Investment Grants Program to help communities to increase their capacity to create jobs, cut traffic congestion, improve air quality, protect rural areas, and create more affordable living and transportation choices. Also, lobbied to protect funding levels for senior housing and transportation programs, and related community development aid. Discussed the need to improve human services transportation coordination. H.R. 3547/H.J.R. 59/H.R. 2775, H.J.R. 106, Consolidated Appropriations Act, 2014 - Lobbied to protect funding levels for senior housing and transportation programs, and related community development aid.
Discussed financial regulatory reforms, including consumer and investor protections. (no bill) Pub.Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation.Letter sent to Senate Banking Committee Members in support of confirming a nominee to serve as the director of the Consumer Financial Protection Bureau. (no bill) Sign-on letter sent to the Federal Reserve, Consumer Financial Protection Bureau, Federal Deposit Insurance Corporation and Office of the Comptroller of the Currency in support of action of bank involvement in high-cost payday loans. (no bill) Discussed Banking Committee issues including SEC Fiduciary rulemaking, JOBS Act implementation and Dodd-Frank implementation. (no bill) H.R. 2787/S. 1329, The Commerce, Justice and Science Appropriations Act of 2014 - Lobbied to protect consumer protection programs with jurisdiction of subcommittee. H.R. 2786/S. 1371, The Financial Services and General Government Appropriations Act of 2014 - Lobbied to protect consumer protection programs and implementation of ACA health insurance exchanges. H.R. 1062, Letter written in opposition to the SEC Regulatory Accountability Act. Sent letter to the SEC urging it to propose rulemaking on Fiduciary Duty. (no bill) H.R. 2374, Letter written in opposition to the Retail Investor Protection Act. H.R. 1953, Expressed support for the Senior Fraud Prevention Act (FTC). S. 1358, Seniors Fraud Prevention Act - Letter written in support of this bill. S. 807, Plain Writing Act for Regulations - Letter written in support of this bill. Comment letter to the SEC on amendments to Reg. D, Form D, and rule 156 under the SEC Act, to implement JOBS Act provisions. Letter to Senate urging members not to sign a letter to OMB that would elay or prevent rulemaking by SEC and DOL on fiduciary duty. Comment letter to SEC in response to RFI regarding duties of broker/dealers and investment advisors. H.R. 3547/H.J.R./59/H.R. 2775/H.J.R. 106, Consolidated Appropriations Act, 2014 - Lobbied to prevent inclusion of Medicare, Medicaid and Social Security benefit cuts and to protect vital health, social services, housing and transportation programs from enhanced reductions from the prior year baseline, and to prevent repeal of certain financial and health care-related regulation. Lobbied in opposition to H.R. 2374, the Retail Investor Protection Act, voted on by the House in October 2013. Letter to OMB urging expedited handling of upcoming JEC and DOL fiduciary proposals in opposition to Congressional suggestions that the rules be delayed. Met with JEC Commissioners to discuss the need to move forward with a fiduciary duty proposal. H.R. 1622 - Letter to House members urging co-sponsorship of this bill to provide user fees for regular examinations of registered investment advisors. Letter to OMB in opposition to a letter sent to the agency by ten Senators urging that any DOL fiduciary duty rule be delayed with 60 days after completion of a related SEC proposal. Discussed methods for expediting DOL upgrade of Fiduciary duty definition under ERISA with agency staff. Met with Administration staff to discuss issuance of SEC and DOL fiduciary duty rules. Met with Senate Banking Committee staff to encourage support for SEC and DOL fiduciary duty rules. H.R. 1627, Investment Advisor Examination Improvement Act of 2013 - Letter to House in support (user fees to fund investment advisors). Met with EBSA on proposed regulatory agenda affecting financial institutions and retirement security. (no bill) Discussed bill to enhance law enforcement cooperation on Social Security number theft. (no bill) Discussed bill to require more effective disclosure on retail bond sales. (no bill)
Filed comments and ex parte on Transition to IP Technology; met with FCC on Transition IP and Lifeline issues.Response to request for comments on Docket 12-353. (no bill) Discussed current FCC issues and request for comments. Discussed Lifeline issues. Discussed Internet Protocol with Congressional staff members. Discussed Internet Protocol transition with FCC staff. Discussed telecom issues with NTIA staff. H.R. 3670 - Discussed and recommended AARP support for bill on Anti-Spoofing.
Pub. Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation. Responded to requests for comment with regard to Payday Lending, Mandatory Arbitration, "Larger Participants" (non-bank), and Bank Overdraft Fees.Discussed response to requests for comment with regard to Student Loan Affordability and Authority to restrict Mandatory Pre-Dispute Arbitration. Lobbied against H.R. 3035 the "Mobile Informational Call Act" of 2011. Responded to Consumer Financial Protection Bureau request for comment on "Procedural Rules to Establish Supervisory Authority over Certain Nonbank Covered Persons Based on Risk Determination. Responded to Consumer Financial Protection Bureau request for comment on Senior Financial Exploitation. Submitted comment letter to the CFPB on Integrated Mortgage Disclosure under RESPA and TILA Docket No. CFPB-2012-0028. Submitted comments to the CFPB on effective financial education, Docket No. CFPB 2012-0030. H.R. 2786/S.1371, Financial Services and General Government Appropriations bill, 2014 - Lobbied to protect funding levels for SEC, CFIC and CFPB, enforcement of consumer protection laws and agencies. H. R. 1953, Senior Fraud Prevention Act - Expressed support for bill and urged cosponsorship. S. 807, Letter of Support for the Plain Writing Act for Regulations. S. 1358, Letter in support of the Senior Fraud Prevention Act. Letter from AARP and Americans Act for Financial Reform (AFR) to the House urging opposition to a package of bills that would weaken CFPB's structure and funding mechanism. S. 878/H.R. 1844, Arbitration Fairness Act - AARP went on record in support of the bills. H.R. 3547, H.J.R. 59/H.R. 2775, H.J.R. 106, Consolidated Appropriations Act, 2014 - Lobbied to protect funding levels for SEC, CFIC and CFPB, enforcement of consumer portection laws and agencies. H.R. 3193, Consumer Financial Freedom and Washington Accountability Act - Letter in opposition to bill to weaken the CFPB. Sent letter to CFPB to correct abusive debt collection practices, Docket 2013-0033, RIN 3170-AA41.
H.J. Resolution 59/H.R. 2775/S. 1284 - Discussed poverty and hunger issues.Discussed increasing senior representation in CDC studies and supported public participation in samples. Lobbied against inclusion of Social Security, Medicare and Medicaid legislation affecting benefit levels or service delivery in any budget deal, and urged congress to not reduce spending levels below current services levels for various non-security discretionary programs, including Health Care (including Rx, medical research and premium support), Social Security (administrative expenses), Older Americans Act Supportive Service, Nutrition and Caregiver programs, Low Income Home Energy Assistance, Weatherization, Elderly Housing and Transit/Transportation, Legal and Taxpayer Assistance, Consumer and Worker Protections and Postal Services. Discussed Social Security Administration's Representative Payee program's current and future challenges. (no bill) H.R. 3547/H.J.R.59/H.R. 2775/H.J.R. 106, Consolidated Appropriations Act, 2014 - Lobbied to prevent inclusion of Medicare, Medicaid and Social Security benefit cuts and to protect vital health, social services, housing and transportation programs from enhanced reductions from the prior year baseline, and to prevent repeal of certain financial and health care-related regulation. Discussed implementation of Windsor decision at the Social Security Administration with Congressional staff. H.R. 3695 - To provide a temporary extension of the Food, Conservation, and Energy Act of 2008 and amendments made by that Act, as previously extended and amended and with certain additional modifications and exceptions, to suspend permanent price support authorities, and for other purposes. H.R. 2642 - Oppose farm bill that authorizes only farm programs for five years and severs nutrition programs. S. 954, Agriculture Reform, Food, and Jobs Act of 2013 - Support Senate Authorization of Farm Bill despite concerns about SNAP cuts. H.R. 3102, Nutrition Reform and Work Opportunity Act of 2013 - Oppose House Nutrition only bill to reauthorize USDA nutrition programs for only three years with cuts and apart from the Farm Bill. Discussed events related to the government shut down.
Pub.Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation.Submitted comments to HUD on proposed regulations on "Implementation of the Fair Housing Acts" Discriminatory Effects Standard". Discussed Federal Reserve Board proposed rules regarding Regulation Z requirements for reverse mortgages and consumer right of rescission. (no bill) Responded to Consumer Financial Protection Bureau request for comment on "Information Regarding Consumer Use of Reverse Mortgages. Responded to Consumer Financial Protection Bureau request for comment on "High-Cost Mortgage and Homeownership Counseling Amendments to the Truth in Lending Act (Regulation Z) and Homerownership Counseling Amendments to the Real Estate Settlement Procedures Act (Regulation X)" 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.Lobbied on expected "QM" safe harbor amendment. (The amendment was not offered) H.R. 2610/S. 1243, Transportation, Housing and Urban Development Appropriations bill, 2014 - Lobbied for senior housing and transportation programs, and related community development aid. Testified before the Housing, Transportation, and Community Development Subcommittee of the Senate Banking Committee on solutions to preserve the HUD HECM program on reverse mortgages. (no bill) Discussed proposals to reform GJE's (Fannie Mae, Freddie Mac). (no bill) Submitted comments to HUD on Affirmatively Furthering Fair Housing. (no bill) Met with HUD officials to discuss implications of mortgagee letter ruling authority relative to the HECM program, and related concerns. (no bill) H.R. 3547/H.J.R. 59/H.R. 2775/H.J.R. 106, Consolidated Appropriations Act, 2014 - Lobbied to prevent inclusion of Medicare, Medicaid and Social Security benefit cuts and to protect vital health, social services, housing and transportation programs from enhanced reductions from the prior year baseline, and to prevent repeal of certain financial and health care-related regulation. S. 1217 - Discussed housing finance reform with Senate Banking Committee members and staff. 78 Federal Regulation #183, Credit Risk Retention Proposal - Filed comments with OCC, FED Res., FDIC, SEC, FHFA, and HUD in support of combining "ability to pay" (QM) with "Risk Retention" (QRM). 78 Federal Reg. #177, HECM Reform Proposal - Filed comments expressing concern over the proposed financial assessment for reverse mortgage eligibility. Met with Senate Banking Committee staff on GSE Reform. Discussed needed improvements to HECM program with HUD.
Filing targets: Administration on Aging, Agriculture, Dept of (USDA), Bureau of the Census, Centers For Medicare and Medicaid Services (CMS), Commodity Futures Trading Commission (CFTC), Equal Employment Opportunity Commission (EEOC), Executive Office of the President (EOP), Federal Communications Commission (FCC), Federal Highway Administration (FHA), Federal Reserve System, Federal Trade Commission (FTC), Federal Transit Administration (FTA), Food & Drug Administration (FDA), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Medicare Payment Advisory Commission (MedPAC), Natl Highway Traffic Safety Administration (NHTSA), Natl Institutes of Health (NIH), Office of Management & Budget (OMB), Office of Personnel Management (OPM), Office of the Comptroller of the Currency (OCC), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Social Security Administration (SSA), Transportation, Dept of (DOT), Treasury, Dept of, Veterans Affairs, Dept of (VA), White House Office
Pub. Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation. Responded to requests for comment with regard to Payday Lending, Mandatory Arbitration, "Larger Participants" (non-bank), and Bank Overdraft Fees.Discussed response to requests for comment with regard to Student Loan Affordability and Authority to restrict Mandatory Pre-Dispute Arbitration. Lobbied against H.R. 3035 the "Mobile Informational Call Act" of 2011. Responded to Consumer Financial Protection Bureau request for comment on "Procedural Rules to Establish Supervisory Authority over Certain Nonbank Covered Persons Based on Risk Determination. Responded to Consumer Financial Protection Bureau request for comment on Senior Financial Exploitation. Submitted comment letter to the CFPB on Integrated Mortgage Disclosure under RESPA and TILA Docket No. CFPB-2012-0028. Submitted comments to the CFPB on effective financial education, Docket No. CFPB 2012-0030. H.R. 2786/S.1371, Financial Services and General Government Appropriations bill, 2014 - Lobbied to protect funding levels for SEC, CFIC and CFPB, enforcement of consumer protection laws and agencies. H. R. 1953, Senior Fraud Prevention Act - Expressed support for bill and urged cosponsorship. S. 807, Letter of Support for the Plain Writing Act for Regulations. S. 1358, Letter in support of the Senior Fraud Prevention Act. Letter from AARP and Americans Act for Financial Reform (AFR) to the House urging opposition to a package of bills that would weaken CFPB's structure and funding mechanism. S. 878/H.R. 1844, Arbitration Fairness Act - AARP went on record in support of the bills. H.J.R. 59/H.R. 2775, Continuing Appropriations Act, 2014 - Lobbied to protect funding levels for SEC, CFIC and CFPB, enforcement of consumer portection laws and agencies.
Pub.Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation.Submitted comments to HUD on proposed regulations on "Implementation of the Fair Housing Acts" Discriminatory Effects Standard". Discussed Federal Reserve Board proposed rules regarding Regulation Z requirements for reverse mortgages and consumer right of rescission. (no bill) Responded to Consumer Financial Protection Bureau request for comment on "Information Regarding Consumer Use of Reverse Mortgages. Responded to Consumer Financial Protection Bureau request for comment on "High-Cost Mortgage and Homeownership Counseling Amendments to the Truth in Lending Act (Regulation Z) and Homerownership Counseling Amendments to the Real Estate Settlement Procedures Act (Regulation X)" 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.Lobbied on expected "QM" safe harbor amendment. (The amendment was not offered) H.R. 2610/S. 1243, Transportation, Housing and Urban Development Appropriations bill, 2014 - Lobbied for senior housing and transportation programs, and related community development aid. Testified before the Housing, Transportation, and Community Development Subcommittee of the Senate Banking Committee on solutions to preserve the HUD HECM program on reverse mortgages. (no bill) Discussed proposals to reform GJE's (Fannie Mae, Freddie Mac). (no bill) Submitted comments to HUD on Affirmatively Furthering Fair Housing. (no bill) Met with HUD officials to discuss implications of mortgagee letter ruling authority relative to the HECM program, and related concerns. (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. S. 1217 - Discussed housing finance reform with Senate Banking Committee members and staff. 78 Federal Regulation #183, Credit Risk Retention Proposal - Filed comments with OCC, FED Res., FDIC, SEC, FHFA, and HUD in support of combining "ability to pay" (QM) with "Risk Retention" (QRM). 78 Federal Reg. #177, HECM Reform Proposal - Filed comments expressing concern over the proposed financial assessment for reverse mortgage eligibility.
Discussed poverty and hunger issues. (no bill) Discussed SNAP. (no bill)Discussed increasing senior representation in CDC studies and supported public participation in samples. Lobbied against inclusion of Social Security, Medicare and Medicaid legislation affecting benefit levels or service delivery in any budget deal, and urged congress to not reduce spending levels below current services levels for various non-security discretionary programs, including Health Care (including Rx, medical research and premium support), Social Security (administrative expenses), Older Americans Act Supportive Service, Nutrition and Caregiver programs, Low Income Home Energy Assistance, Weatherization, Elderly Housing and Transit/Transportation, Legal and Taxpayer Assistance, Consumer and Worker Protections and Postal Services. Discussed Social Security Administration's Representative Payee program's current and future challenges. (no bill) H.J.R.59/H.R. 2775, Continuing Appropriations Resolution, 2014 - Lobbied to prevent inclusion of Medicare, Medicaid and Social Security benefit cuts and to protect vital health, social services, housing and transportation programs from enhanced reductions from the prior year baseline, and to prevent repeal of certain financial and health care-related regulation. Discussed implementation of Windsor decision at the Social Security Administration with Congressional staff. H.R. 3695 - To provide a temporary extension of the Food, Conservation, and Energy Act of 2008 and amendments made by that Act, as previously extended and amended and with certain additional modifications and exceptions, to suspend permanent price support authorities, and for other purposes. H.R. 2642 - Oppose farm bill that authorizes only farm programs for five years and severs nutrition programs. S. 954, Agriculture Reform, Food, and Jobs Act of 2013 - Support Senate Authorization of Farm Bill despite concerns about SNAP cuts. H.R. 3102, Nutrition Reform and Work Opportunity Act of 2013 - Oppose House Nutrition only bill to reauthorize USDA nutrition programs for only three years with cuts and apart from the Farm Bill. Discussed events related to the government shut down.
Discussion of transportation issues for the reauthorization of MAP-21. 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.Discussed legislation regarding roadway design and policy enhancements to promote safety for older drivers and pedestrians and increased access to specialized and public transportation for older adults. (no bill) H. R. 933, Consolidated and Further Continuing Appropriations Act, 2013 - Lobbied to protect vital health and social services programs from enhanced reductions from the prior year baseline, and to prevent repeal of certain financial 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. Lobbied on expected "QM" safe harbor amendment. (The amendment was not offered) H.R. 2468, The Safe Streets Act of 2013 - Discussed legislation to ensure that new or improved federally-funded roadways are planned, designed, operated, and maintained to safely accomodate all roadway users. H.R. 2610/S. 1243, Transportation and Housing and Urban Development and Related Agencies Appropriations Bill, 2014 - Discussed Integrated Planning and Investment Grants Program to help communities to increase their capacity to create jobs, cut traffic congestion, improve air quality, protect rural areas, and create more affordable living and transportation choices. Also, lobbied to protect funding levels for senior housing and transportation programs, and related community development aid. Discussed the need to improve human services transportation coordination.
Filed comments and ex parte on Transition to IP Technology; met with FCC on Transition IP and Lifeline issues.Response to request for comments on Docket 12-353. (no bill) Discussed current FCC issues and request for comments. Discussed Lifeline issues. Discussed Internet Protocol with Congressional staff members. Discussed Internet Protocol transition with FCC staff. Discussed telecom issues with NTIA staff. H.R. 3670 - Discussed and recommended AARP support for bill on Anti-Spoofing.
Discussed financial regulatory reforms, including consumer and investor protections. (no bill) Pub.Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation.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. Letter sent to Senate Banking Committee Members in support of confirming a nominee to serve as the director of the Consumer Financial Protection Bureau. (no bill) Sign-on letter sent to the Federal Reserve, Consumer Financial Protection Bureau, Federal Deposit Insurance Corporation and Office of the Comptroller of the Currency in support of action of bank involvement in high-cost payday loans. (no bill) Discussed Banking Committee issues including SEC Fiduciary rulemaking, JOBS Act implementation and Dodd-Frank implementation. (no bill) H.R. 2787/S. 1329, The Commerce, Justice and Science Appropriations Act of 2014 - Lobbied to protect consumer protection programs with jurisdiction of subcommittee. H.R. 2786/S. 1371, The Financial Services and General Government Appropriations Act of 2014 - Lobbied to protect consumer protection programs and implementation of ACA health insurance exchanges. H.R. 1062, Letter written in opposition to the SEC Regulatory Accountability Act. Sent letter to the SEC urging it to propose rulemaking on Fiduciary Duty. (no bill) H.R. 2374, Letter written in opposition to the Retail Investor Protection Act. H.R. 1953, Expressed support for the Senior Fraud Prevention Act (FTC). S. 1358, Seniors Fraud Prevention Act - Letter written in support of this bill. S. 807, Plain Writing Act for Regulations - Letter written in support of this bill. Comment letter to the SEC on amendments to Reg. D, Form D, and rule 156 under the SEC Act, to implement JOBS Act provisions. Letter to Senate urging members not to sign a letter to OMB that would elay or prevent rulemaking by SEC and DOL on fiduciary duty. Comment letter to SEC in response to RFI regarding duties of broker/dealers and investment advisors. 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. Budget Conference Committee - Lobbied to prevent inclusion of Medicare, Medicaid and Social Security benefit cuts and to protect vital health, social services, housing and transportation programs. (no bill) Lobbied in opposition to H.R. 2374, the Retail Investor Protection Act, voted on by the House in October 2013. Letter to OMB urging expedited handling of upcoming JEC and DOL fiduciary proposals in opposition to Congressional suggestions that the rules be delayed. Met with JEC Commissioners to discuss the need to move forward with a fiduciary duty proposal. H.R. 1622 - Letter to House members urging co-sponsorship of this bill to provide user fees for regular examinations of registered investment advisors. Letter to OMB in opposition to a letter sent to the agency by ten Senators urging that any DOL fiduciary duty rule be delayed with 60 days after completion of a related SEC proposal. Discussed methods for expediting DOL upgrade of Fiduciary duty definition under ERISA with agency staff.
Filing targets: Administration on Aging, Agriculture, Dept of (USDA), Bureau of the Census, Centers For Medicare and Medicaid Services (CMS), Commodity Futures Trading Commission (CFTC), Equal Employment Opportunity Commission (EEOC), Executive Office of the President (EOP), Federal Communications Commission (FCC), Federal Highway Administration (FHA), Federal Reserve System, Federal Trade Commission (FTC), Federal Transit Administration (FTA), Food & Drug Administration (FDA), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Medicare Payment Advisory Commission (MedPAC), Natl Council on Disability, Natl Highway Traffic Safety Administration (NHTSA), Natl Institutes of Health (NIH), Office of Management & Budget (OMB), Office of Personnel Management (OPM), Office of the Comptroller of the Currency (OCC), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Social Security Administration (SSA), Transportation, Dept of (DOT), Treasury, Dept of, Veterans Affairs, Dept of (VA), White House Office
Discussed financial regulatory reforms, including consumer and investor protections. (no bill) Pub.Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation.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. Letter sent to Senate Banking Committee Members in support of confirming a nominee to serve as the director of the Consumer Financial Protection Bureau. (no bill) Sign-on letter sent to the Federal Reserve, Consumer Financial Protection Bureau, Federal Deposit Insurance Corporation and Office of the Comptroller of the Currency in support of action of bank involvement in high-cost payday loans. (no bill) Discussed in meeting with Senate Banking Committee Members, issues before the Committee, including SEC Fiduciary rulemaking, JOBS Act implementation and Dodd-Frank implementation. (no bill) H.R. 2787/S. 1329, The Commerce, Justice and Science Appropriations Act of 2014 - Lobbied to protect consumer protection programs with jurisdiction of subcommittee. H.R. 2786/S. 1371, The Financial Services and General Government Appropriations Act of 2014 - Lobbied to protect consumer protection programs and implementation of ACA health insurance exchanges. H.R. 1062, Letter written in opposition to the SEC Regulatory Accountability Act. Sent letter to the SEC urging it to propose rulemaking on Fiduciary Duty. (no bill) H.R. 2374, Letter written in opposition to the Retail Investor Protection Act. H.R. 1953, Expressed support for the Senior Fraud Prevention Act (FTC). S. 1358, Seniors Fraud Prevention Act - Letter written in support of this bill. S. 807, Plain Writing Act for Regulations - Letter written in support of this bill. Comment letter to the SEC on amendments to Reg. D, Form D, and rule 156 under the SEC Act, to implement JOBS Act provisions. Letter to Senate urging members not to sign a letter to OMB that would elay or prevent rulemaking by SEC and DOL on fiduciary duty. Comment letter to SEC in response to RFI regarding duties of broker/dealers and investment advisors. 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.
Pub. Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation. Responded to requests for comment with regard to Payday Lending, Mandatory Arbitration, "Larger Participants" (non-bank), and Bank Overdraft Fees.Discussed response to requests for comment with regard to Student Loan Affordability and Authority to restrict Mandatory Pre-Dispute Arbitration. Lobbied against H.R. 3035 the "Mobile Informational Call Act" of 2011. Responded to Consumer Financial Protection Bureau request for comment on "Procedural Rules to Establish Supervisory Authority over Certain Nonbank Covered Persons Based on Risk Determination. Responded to Consumer Financial Protection Bureau request for comment on Senior Financial Exploitation. Submitted comment letter to the CFPB on Integrated Mortgage Disclosure under RESPA and TILA Docket No. CFPB-2012-0028. Submitted comments to the CFPB on effective financial education, Docket No. CFPB 2012-0030. Financial Services and General Government Appropriations bill, 2014 - Lobbied to protect funding levels for SEC, CFIC and CFPB, enforcement of consumer protection laws and agencies. (no bill) H. R. 1933, Senior Fraud Prevention Act - Discussed support for bill and urged cosponsorship.
Discussed poverty and hunger issues. (no bill) Discussed SNAP. (no bill)Discussed increasing senior representation in CDC studies and supported public participation in samples. H.R. 8, the American Taxpayer Relief Act of 2012 - Lobbied against inclusion of Social Security, Medicare and Medicaid legislation affecting benefit levels or service delivery in any end-of-the-session budget deal, and urged congress to not reduce spending levels below current services levels for various non-security discretionary programs, including Health Care (including Rx, medical research and premium support), Social Security (administrative expenses), Older Americans Act Supportive Service, Nutrition and Caregiver programs, Low Income Home Energy Assistance, Weatherization, Elderly Housing and Transit/Transportation, Legal and Taxpayer Assistance, Consumer and Worker Protections and Postal Services.
Pub. Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation. Responded to requests for comment with regard to Payday Lending, Mandatory Arbitration, "Larger Participants" (non-bank), and Bank Overdraft Fees.Lobbied against H.R. 3035 the "Mobile Informational Call Act" of 2011. Responded to Consumer Financial Protection Bureau request for comment on "Procedural Rules to Establish Supervisory Authority over Certain Nonbank Covered Persons Based on Risk Determination. Responded to Consumer Financial Protection Bureau request for comment on Senior Financial Exploitation. Submitted comment letter to the CFPB on Integrated Mortgage Disclosure under RESPA and TILA Docket No. CFPB-2012-0028. Submitted comments to the CFPB on effective financial education, Docket No. CFPB 2012-0030.
Discussed demographics and priorities for AARP members and the 50+ population in general. (no bill) Lobbied supplemental poverty measure with House and Senate staff. (no bill) Discussed poverty and hunger issues. (no bill) Discussed SNAP. (no bill) Discussed increasing senior representation in CDC studies and supported public participation in samples. H.R. 8, the American Taxpayer Relief Act of 2012 - Lobbied against inclusion of Social Security, Medicare and Medicaid legislation affecting benefit levels or service delivery in any end-of-the-session budget deal, and urged congress to not reduce spending levels below current services levels for various non-security discretionary programs, including Health Care (including Rx, medical research and premium support), Social Security (administrative expenses), Older Americans Act Supportive Service, Nutrition and Caregiver programs, Low Income Home Energy Assistance, Weatherization, Elderly Housing and Transit/Transportation, Legal and Taxpayer Assistance, Consumer and Worker Protections and Postal Services.
Discussed financial regulatory reforms, including consumer and investor protections. (no bill) Pub.Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation. H.R.677/S.267, the Lifetime Income Disclosure Act-Supported the original co-sponsors of the House and Senate versions of the Lifetime Income Disclosure Act. This legislation would provide individuals with a better understanding of the lifetime value of their 401(k) plan assets by including in a yearly benefit statement a conversion of their total accrued benefits into a monthly dollar amount as if they had opted to receive a lifetime annuity. Discussed pending DOL and SEC regulations on the definition of a fiduciary. (no bill) H.R. 1125, Debt free America Act - Discussed legislation to repeal after 2021 the individual income tax, refundable and non-refundable personal tax credits, and the alternative minimum tax (AMT) on individuals and impose a 1% fee on bank transactions for debt reduction purposes. H.R.2940/S.1831, Parts of the JOBS Act Package - Lobbied and wrote a letter in opposition to pairing back Regulation D protections in stock offerings. H.R.2930/S.1970/S.1791, Parts of JOBS Act Package - Lobbied to restore consumer protections regarding "crowd funding" of initial public offerings (IPO's) that the bill curtailed. H.R. 3606, JOBS Act - Lobbied and wrote in support of the Reid/Levin/Landrieu amendment in the nature of a substitute, and in favor of the "crowd funding" amendment. Presented testimony and worked with Staff of the House Financial Services Subcommittee on Insurance, Housing and Community Opportunity, on Federal Housing Administration oversight of reverse mortgages. AARP seeks continuation of, and improvement to the program. (no bill) Discussed implications of H.R. 4624, the "Investment Advisor Oversight Act." Responded to SEC request for Comment on Financial Literacy and Disclosure. H.R. 6020/S.3301, Financial Services and General Government Appropriations Act for FY 2013 - Lobbied to protect new Consumer Financial Protection Bureau from annual appropriations scrutiny and to protect funding levels for SEC, CFTC, FTC and IRS Taxpayer Services programs. H.R. 4078, the Red Tape Reduction and Small Business Job Creation Act - sent letter to all members of the House opposing the title incorporating H.R. 2308, the SEC Regulatory Accountability Act. S. 3468, the Independent Agency Regulatory Analysis Act - Lobbied for Senate Homeland Security and Governmental Affairs Committee hearings and input from agencies before a committee mark up. Participated in August 1 roundtable at the Department of Treasury to discuss implementation of the JOBS Act. Wrote to the Securities and Exchange Commission recommending that they not move to an interim final rule on general solicitation and advertising under the JOBS Act without first receiving comment from the public.
Discussed FCC's interest in consumer protections against unexpected wireless charges as a result of lack of transparency and disclosure by wireless providers to consumers on fine print. (no bill) Lifeline Linkup - Coordinated AARP comments to FCC on potential impact of proposed reforms to the Lifeline Linkup program (federal subsidies that assist in helping people stay connected by telephone and targeted to eligible low income households). (no bill) Universal Service Fund Reform - Met with Federal Communications Commission (FCC) Commissioners and staff to advocate for increased consumer protections in pending order regarding reform of the Universal Service Fund and other issues. (no bill) Universal Service Fund Reform - Meetings and ex parte correspondence to FCC Commissioners regarding the updating of consumer protections for 50+ population in the reform of the goals and subsidies of the Universal Service Fund (USF).
Discussed financial regulatory reforms, including consumer and investor protections. (no bill) Pub.Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation. H.R.677/S.267, the Lifetime Income Disclosure Act-Supported the original co-sponsors of the House and Senate versions of the Lifetime Income Disclosure Act. This legislation would provide individuals with a better understanding of the lifetime value of their 401(k) plan assets by including in a yearly benefit statement a conversion of their total accrued benefits into a monthly dollar amount as if they had opted to receive a lifetime annuity. Discussed pending DOL and SEC regulations on the definition of a fiduciary. (no bill) Consolidated Appropriations Act, FY 2012, H.R. 2055, H.R. 3671, H.R. 2017, Consolidated and Further Appropriations Continuing Appropriations Act, H.R. 2112. H.R. 1125, Debt free America Act - Discussed legislation to repeal after 2021 the individual income tax, refundable and non-refundable personal tax credits, and the alternative minimum tax (AMT) on individuals and impose a 1% fee on bank transactions for debt reduction purposes. H.R.2940/S.1831, Parts of the JOBS Act Package - Lobbied and wrote a letter in opposition to pairing back Regulation D protections in stock offerings. H.R.2930/S.1970/S.1791, Parts of JOBS Act Package - Lobbied to restore consumer protections regarding "crowd funding" of initial public offerings (IPO's) that the bill curtailed. H.R. 3606, JOBS Act - Lobbied and wrote in support of the Reid/Levin/Landrieu amendment in the nature of a substitute, and in favor of the "crowd funding" amendment. H.R. 4264, The FHA Emergency Fiscal Solvency Act of 2012, Fitzpatrick Amendment No.1, 3/27/2012 - Lobbied to lift cap on number of loans authorized under Home Equity Conversion Mortgage (HECM) program. Presented testimony and worked with Staff of the House Financial Services Subcommittee on Insurance, Housing and Community Opportunity, on Federal Housing Administration oversight of reverse mortgages. AARP seeks continuation of, and improvement to the program. (no bill) Discussed implications of H.R. 4624, the "Investment Advisor Oversight Act." Responded to SEC request for Comment on Financial Literacy and Disclosure.
Pub. Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation. Lobbied against H.R. 3035 the "Mobile Informational Call Act".
Discussed financial regulatory reforms, including consumer and investor protections. (no bill) Pub.Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation. H.R.677/S.267, the Lifetime Income Disclosure Act-Supported the original co-sponsors of the House and Senate versions of the Lifetime Income Disclosure Act. This legislation would provide individuals with a better understanding of the lifetime value of their 401(k) plan assets by including in a yearly benefit statement a conversion of their total accrued benefits into a monthly dollar amount as if they had opted to receive a lifetime annuity. Discussed pending DOL and SEC regulations on the definition of a fiduciary. (no bill) Consolidated Appropriations Act, FY 2012, H.R. 2055, H.R. 3671, H.R. 2017, Consolidated and Further Appropriations Continuing Appropriations Act, H.R. 2112. H.R. 1125, Debt free America Act - Discussed legislation to repeal after 2021 the individual income tax, refundable and non-refundable personal tax credits, and the alternative minimum tax (AMT) on individuals and impose a 1% fee on bank transactions for debt reduction purposes. H.R.2940/S.1831, Parts of the JOBS Act Package - Lobbied and wrote a letter in opposition to pairing back Regulation D protections in stock offerings. H.R.2930/S.1970/S.1791, Parts of JOBS Act Package - Lobbied to restore consumer protections regarding "crowd funding" of initial public offerings (IPO's) that the bill curtailed. H.R. 3606, JOBS Act - Lobbied and wrote in support of the Reid/Levin/Landrieu amendment in the nature of a substitute, and in favor of the "crowd funding" amendment. H.R. 4264, The FHA Emergency Fiscal Solvency Act of 2012, Fitzpatrick Amendment No.1, 3/27/2012 - Lobbied to lift cap on number of loans authorized under Home Equity Conversion Mortgage (HECM) program.
Discussed demographics and priorities for AARP members and the 50+ population in general. (no bill) Lobbied supplemental poverty measure with House and Senate staff. (no bill)
Pub. Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of 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 Financial services and General Government appropriations bill (H.R. 2434/S. 1573), including the Consumer financial Protection Bureau, including opposition to new funding restrictions and other CFPB-related changes to Dodd-Frank financial reform law. Consolidated Appropriations Act, FY 2012, H.R. 2055, H.R. 3671, H.R. 2017, Consolidated and Further Appropriations Continuing Appropriations Act, H.R. 2112, Continuing Resolution, FY 2012, H.R. 2608 and H.J. Res. 79, 94 and 95 - Lobbied for funding for agencies and programs within jurisdiction of the Labor-HHS Appropriations bill (H.R. 3055/S.1599), including funding for high risk pool subsidies to states. Lobbied against H.R. 3035 the "Mobile Informational Call Act".
Discussed LIHEAP Best Practices with HHS officials. (no bill) H.Con.Res.44, S. 1599/C.R. H.J. Res. 79/H.R. 2608/H.R. 2017 & Labor-Health & Human Services, Education and Related Agencies Appropriations bill for FY 2012 - Lobbied for funding for LIHEAP. Sent letters to House and Senate LHHS Subcommittees re funding for SSA Administration, Older Americans Act nutritition, health care delivery reform, CLASS, LIHEAP, Older Americans Act caregiver programs and Medicaid. Discussed AARP's concerns for consumer protections around the deployment of smart meters, grid modernization and dynamic pricing. (no bill) Smart Meters - Continued the dialogue with Department of Energy regarding the deployment of advanced (smart meters) by utilities to record household energy consumption and theirs affordability by 50+ consumers. (no bill) Grid Modernization - Lobbied for modernizing the grid but not to the exclusion of mandating important consumer protections on privacy and affordability. (no bill) LIHEAP - Discussed the value of cross enrollment of Medicare Part D eligible seniors into the Low Income Housing Energy Assistance Program (LIHEAP) with HHS. (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. (no bill) H.R. 1780/S.1056, Safe and Complete Streets Act - Discussion of draft 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 potential users of all ages and abilities to travel safely and conveniently. H. R. 1776, Older Driver and Pedestrian Safety and Roadway Enhancement Act - Discussion of draft legislation to create a federal funding program for States to implement federal safety design recommendations at roads and intersections with a high incidence of traffice accidents and fatalities involving older drivers and pedestrians. Specialized Transportation for Older Adults legislation - Discussion of proposed legislation to reauthorize, increase capital funding and provide operating subsidy funding for the Department of Transportation Sec.5310 special needs transportation program for seniors and persons with disabilities.(no bill) H.J. Res. 79, H.R. 2605, H.R. 2017, H.J.Res. 44, Transportation, Housing and Urban Development and Related Agencies Appropriations bill for FY 2012 - Lobbied for funding for elderly and disabled and non-urbanized transit formula grants.
Pub. Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation. Financial Services & General Government 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)
Discussed demographics and priorities for AARP members and the 50+ population in general. (no bill)
Met with Department of Energy staff to discuss consumer behavior profile studies on the issue of grid modernization. H.Con.Res.44 & Labor-Health & Human Services, Education and Related Agencies Appropriations bill for FY 2012 (no bill number as yet) - Lobbied for funding for LIHEAP. Sent letters to House and Senate LHHS Subcommittees re funding for SSA Administration, Older Americans Act nutritition, health care delivery reform, CLASS, LIHEAP, Older Americans Act caregiver programs and Medicaid. Discussed AARP's concerns for consumer protections around the deployment of smart meters, grid modernization and dynamic pricing. (no bill)
Pub. Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation.
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. (no bill) Discussed human services coordination and public transportation. (no bill) Discussed older driver and pedestrian safety. (no bill) Safe and Complete Streets Act - Discussion of draft 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 potential users of all ages and abilities to travel safely and conveniently. (no bill) Older Driver and Pedestrian Safety and Roadway Enhancement Act - Discussion of draft legislation to create a federal funding program for States to implement federal safety design recommendations at roads and intersections with a high incidence of traffice accidents and fatalities involving older drivers and pedestrians. (no bill) Specialized Transportation for Older Adults legislation - Discussion of proposed legislation to reauthorize, increase capital funding and provide operating subsidy funding for the Department of Transportation Sec.5310 special needs transportation program for seniors and persons with disabilities.(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 expensives, LIHEAP, aging services, HECM reverse mortgage subsidy and Section 202, Housing for the Elderly.
Wrote and forwarded comments to FCC on AARP's concerns for increased consumer protections to avoid bill shock on wireless cell phone usage. (No bill) Discussed with officials of the FCC agency actions or proposals relating to wireless telephone service, smart grid development and national broadband plan affordability (no bill). H.R. 3082, H.R. 3081, H.J. Res. 105, H.J. Res. 101,Continuing Appropriations and Surface Transportation Extension Act, 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 AARP's concerns for consumer protections around the deployment of smart meters. (no bill) H.R. 3081, H.J. Res. 105, H. J. Res. 101, Continuing Appropriations Act, 2011 - Lobbied for making further continuing appropriations for fiscal year 2011 and for other purposes.
H.R. 4173, the Wall Street Reform and consumer Protection Act of 2009 - Discussed implementation of legislation. S. 118 Supportive Housing for the Elderly Act - Discussed legislation to provide for rehabilitation of existing rental housing units constructed under the HUD Section 202 housing program and to allow greater flexibility in combining HUD rehabilitation funding with other sources of funding, and to modify The Assisted Living Conversion Program. H.R. 1408 Inclusive Home Design Act of 2009 - Discussed legislation to require all newly constructed and federally-assisted single-family house to meet minimum standards of accessibility and visitability by persons with disabilities. Home Equity Conversion Mortgage Program Amendments - Discussed draft amendments to upcoming housing legislation to change calculation of premium costs relating to reverse mortgages for manufactured housing units on fixed foundations under HUD's Home Equity Conversion Mortgage program (no bill). H.R. 3081, Continuing Resolution, FY 2011 - Lobbied for funding for HECM reverse mortgage subsidy and public housing and Section 202, Housing for the Elderly programs. H.R. 4868, The Housing Preservation and Tenant Protection Act of 2010- Discussed provisions regarding Sec. 202, Housing for the Elderly, and its assisted living conversion grant program, that prevents the loss of affordable housing dwelling units in the United States. H.R. 5814, Public Housing Reinvestment and Tenant Protection Act of 2010- Discussed creating a new assisted living/service enriched housing conversion grant program and pilot program for training public housing residents to be home health care providers. Discussed Federal Reserve Board proposed rules regarding Regulation Z requirements for reverse mortgages and consumer right of rescission. (no bill) Discussed mortgage finance market reform options. (no bill)
Discussed financial regulatory reforms, including consumer and investor protections, a potential systemic risk regulator, and consolidation of agencies (no bill). H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act of 2009 - Lobbied for increased transparency of 401(k) fees paid for by plan participants. H.R. 1988, Conflicted Investment Advice Prohibition Act of 2009 - Lobbied to ensure that individually directed account plan participants received investment advice from qualified advisors who are free from financial conflicts of interests. H.R. 2779, Defined Contribution Plan Fee Transparency Act of 2009 - Lobbied for increased transparency of 401(k) fees paid for by plan participants. H.R. 2989, 401(k) Fair Disclosure and Pension Security Act of 2009 - Lobbied for increased transparency of 401(k) fees paid for by plan participants and to ensure that individually directed account plan participants received investment advice from qualified advisors who are free from financial conflicts of interests. H.R. 3936 - Preserve Benefits and Jobs Acts of 2009 - Discussed need for pension funding relief in light of the combined impact of the U.S. recession and the funding requirements of the 2006 Pension Protection Act. S. 2832, Lifetime Income Disclosure Act - Lobbied in support of this legislation, which would provide individuals a better understanding of the lifetime 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.R. 4173, the Wall Street Reform and Consumer Protection Act of 2009 - Discussed implementation of legislation. H.R. 4849, the Small Business and Infrastructure Jobs Tax Act of 2010 - Discussed the potential inclusion of 401(k) fee disclosure and pension funding relief provisions within the bill. Ultimately, these provisions were not included in the legislation. H.R. 4213, the American Jobs and Closing Tax Loopholes Act - Lobbied for the inclusion of 401(k) fee disclosure provisions within the House version of the legislation. Senate Substitute Amendment to H.R. 4213, the American Jobs and Closing Tax Loopholes Act - Lobbied for the inclusion of 401(k) fee disclosure provisions within the Senate version of the legislation. Discussed issues surrounding lifetime income products, such as annuities, and provided written testimony for the Senate Special Committee on Aging hearing entitled "The Retirement Challenge-Making Savings Last a Lifetime." (no bill)
H.R. 4173, the Wall Street Reform and Consumer Protection Act of 2009 - Lobbied in favor of financial regulatory reforms, including consumer and investor protections, a potential systemic risk regulator, and consolidation of agencies. Restoring American Financial Stability Act of 2010 - Lobbied for support of the bill and to preserve consumer and investor protections, preserve states authority to enforce consumer protection laws and CFPA's authority to enforce rules it adopts. (no bill)
Surface Transportation Authorization Act of 2010 - Discussion of House Transportation and Infrastructure Committee legislation to provide a five-year reauthorization of the expiring SAFTEA-LU legislation. 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. (no bill) S.584/H.R.1443 Complete Streets Act of 2009 - 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 potential users of all ages and abilities to travel safely and conveniently. H.R. 3355, Older Driver and Pedestrian Safety and Roadway Enhancement Act of 2009 - Lobbied for legislation to create a federal funding program for States to implement federal safety design recommendations at roads and intersections with a high incidence of traffice accidents and fatalities involving older drivers and pedestrians. Senior Para-transit legislation - Discussion of proposed legislation to reauthorize, increase capital funding and provide operating subsidy funding for the Department of Transportation Sec.5310 special needs transportation program for seniors and persons with disabilities.(no bill) S.1619, Livable Communities Act of 2009 - Lobbied for legislation to provide funding to develop and implement regional plans for cross-cutting projects that address transportation, housing, community and economic development, and environmental needs.
HR 2454, American Clean Energy and Security Act - Discussion of AARP's concern that any approach creating a national cap and trade program for carbon emission reduction include provisions assuring that revenues from sales of emission allowances be used to mitigate cost increases for electricity ratepayers generally and provide additional assistance to low-income and fixed-income households to help defray higher utilities costs. Discussion of possible introduction as separate legislation an expanded proposal, similar to language included as an amendment to HR 2454, to create an independent Office of Consumer Advocate in the Federal Energy Regulatory Commission to represent residential utilities ratepayers in FERC proceedings and rule making (no bill). S.1733 Clean Energy Jobs and American Power Act - Discussed inclusion of low-income and consumer protection language in bill. S.2877 CLEAR Act (Carbon Limits and Energy for America's Renewal) - Lobbied to include provisions in the bill to protect rate payers and low income households. Labor, HHS, Education and related agencies appropriations bill for FY 2010 - Lobbied for funding for SSA, Older Americans Act programs, Lifespan Respite Care Act, Nursing Education/Workforce Development, National Corporation for Community Service (Kennedy Serve America Act), among other items, LIHEAP, and weatherization. (no bill)
Labor, HHS, Education and related agencies appropriations bill for FY 2011 - Lobbied for funding for SSA, Older Americans Act programs. Lifespan Respite Care Act, Nursing Education/Workforce Development, National Corporation for Community Service (Kennedy Serve America Act), among other items, LIHEAP and weatherization. (no bill) House Amendment to Senate Amendment to H.R.2847 - "Jobs for Main Street Act" - Discussed redirection of some TARP funds to extend unemployment insurance and COBRA eligibility and FMAP assistance to state governments. H.R. 4691, Temporary Extension Act of 2010 - Lobbied for extension of UI benefits. H.R. 4899, Disaster Relief and Summer Jobs Act of 2010 - Lobbied for inclusion of other non-defense discretionary funding levels for FY 2011.
S.906/H.R. 3551, Senior Investment Protection Act - Lobbied to reduce fraudulent marketing materials of financial products. H.R. 4173, the Wall Street Reform and Consumer Protection Act of 2009 - Lobbied in favor of financial regulatory reforms, including consumer and investor protections, a potential systemic risk regulator, and consolidation of agencies. Restoring American Financial Stability Act of 2010 - Lobbied for support of the bill and to preserve consumer and investor protections, preserve states authority to enforce consumer protection laws and CFPA's authority to enforce rules it adopts. (no bill)
Surface Transportation Authorization Act of 2010 - Discussion of House Transportation and Infrastructure Committee legislation to provide a five-year reauthorization of the expiring SAFTEA-LU legislation. 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. (no bill) S.584/H.R.1443 Complete Streets Act of 2009 - 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 potential users of all ages and abilities to travel safely and conveniently. H.R. 3355, Older Driver and Pedestrian Safety and Roadway Enhancement Act of 2009 - Lobbied for legislation to create a federal funding program for States to implement federal safety design recommendations at roads and intersections with a high incidence of traffice accidents and fatalities involving older drivers and pedestrians. Senior Para-transit legislation - Discussion of proposed legislation to reauthorize, increase capital funding and provide operating subsidy funding for the Department of Transportation Sec.5310 special needs transportation program for seniors and persons with disabilities.(no bill) Transportation, HUD and related agencies Appropriations bill for FY 2011 - Lobbied for senior transit and various housing programs. (no bill)
H.R. 2847 Commerce, Justice, Science Appropriations bill for FY 2010 - Lobbied in support of funding for various agencies within bill's jurisciction, including the Legal Services Corporation, Census Bureau, and the National Telecommunications and Information Administration. Discussed with officials of the FCC agency actions or proposals relating to wireless telephone service, smart grid development and national broadband plan affordability (no bill).
H.R. 946, the Plain Language Act of 2009-Lobbied for the use of plain language in communications between the federal government and the public. Discussed suitability of sale of annuities (no bill). H.R. 1705/S. 566, the Financial Product Safety Commission of Act of 2009 - Lobbied for support for the bills. Discussed financial regulatory reforms, including consumer and investor protections, a potential systemic risk regulator, and consolidation of agencies (no bill). H.R. 3126, the Consumer Financial Protection Agency Act of 2009 - Lobbied to preserve states' authority to adopt and apply consumer protection laws, preserve state Attorney Generals' authority to enforce consumer protection laws, and preserve CFPA's authority to endorce rules it adopts. H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act of 2009 - Lobbied for increased transparency of 401(k) fees paid for by plan participants. H.R. 1988, Conflicted Investment Advice Prohibition Act of 2009 - Lobbied to ensure that individually directed account plan participants received investment advice from qualified advisors who are free from financial conflicts of interests. H.R. 2779, Defined contribution Plan Fee Transparency Act of 2009 - Lobbied increased transparency of 401(k) fees paid for by plan participants. H.R. 2989, 401(k) Fair Disclosure and Pension Security Act of 2009 - Lobbied for increased transparency of 401(k) fees paid for by plan participants and to ensure that individually directed account plan participants received investment advice from qualified advisors who are free from financial conflicts of interests. H.R. 3936 - Preserve Benefits and Jobs Acts of 2009 - Discussed the implications of this legislation pertaining to pension funding relief in light of the combined impact of the U.S. recession and the funding requirements of the 2006 Pension Protection Act. S. 2832, Lifetime Income Disclosure Act - Wrote letter of support for this legislation, which would provide individuals a better understanding of the lifetime 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 lifetime annuity. H.R. 4173, the Wall Street Reform and Consumer Protection Act of 2009 - Lobbied in favor of financial regulatory reforms, including consumer and investor protections, a potential systemic risk regulator, and consolidation of agencies.
H.R. 2847 Commerce, Justice, Science Appropriations bill for FY 2010 - Lobbied in support of funding for various agencies within bill's jurisciction, including the Legal Services Corporation, Census Bureau, and the National Telecommunications and Information Administration. Discussed with officials of the FCC agency actions or proposals relating to wireless telephone service, smart grid development and national broadband plan affordability (no bill).
Discussed AARP's 2009 Advocacy Agenda with members of Congress and their staff. (No bill) H.R.946/S.574 Plain Language Act - Discussed using plain language in financial disclosure H.R.2847 Commerce, Justice, Science Appropriations bill for FY 2010-Lobbied in support of funding for various agencies with bill's jurisdiction, including the Legal Services Corporation, Census Bureau, and the Telecommunications and Information Administration (DTV converter box coupon and outreach services). H.R.2920 Statutory Pay-As-You-Go Act - Discussed legislation. Discussed proposal to create a House Special Committee on Aging to mirror the Senate Special Committee on Aging (no bill number).
Pub. Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation. Responded to requests for comment with regard to Payday Lending, Mandatory Arbitration, "Larger Participants" (non-bank), and Bank Overdraft Fees.Discussed response to requests for comment with regard to Student Loan Affordability and Authority to restrict Mandatory Pre-Dispute Arbitration. Lobbied against H.R. 3035 the "Mobile Informational Call Act" of 2011. Responded to Consumer Financial Protection Bureau request for comment on "Procedural Rules to Establish Supervisory Authority over Certain Nonbank Covered Persons Based on Risk Determination. Responded to Consumer Financial Protection Bureau request for comment on Senior Financial Exploitation. Submitted comment letter to the CFPB on Integrated Mortgage Disclosure under RESPA and TILA Docket No. CFPB-2012-0028. Submitted comments to the CFPB on effective financial education, Docket No. CFPB 2012-0030. Financial Services and General Government Appropriations bill, 2014 - Lobbied to protect funding levels for SEC, CFIC and CFPB, enforcement of consumer protection laws and agencies. (no bill) H. R. 1953, Senior Fraud Prevention Act - Expressed support for bill and urged cosponsorship. S. 807, Letter of Support for the Plain Writing Act for Regulations. S. 1358, Letter in support of the Senior Fraud Prevention Act.
Filed comments and ex parte on Transition to IP Technology; met with FCC on Transition IP and Lifeline issues.Response to request for comments on Docket 12-353. (no bill) Discussed current FCC issues and request for comments. Discussed Lifeline issues.
Discussed poverty and hunger issues. (no bill) Discussed SNAP. (no bill)Discussed increasing senior representation in CDC studies and supported public participation in samples. Lobbied against inclusion of Social Security, Medicare and Medicaid legislation affecting benefit levels or service delivery in any budget deal, and urged congress to not reduce spending levels below current services levels for various non-security discretionary programs, including Health Care (including Rx, medical research and premium support), Social Security (administrative expenses), Older Americans Act Supportive Service, Nutrition and Caregiver programs, Low Income Home Energy Assistance, Weatherization, Elderly Housing and Transit/Transportation, Legal and Taxpayer Assistance, Consumer and Worker Protections and Postal Services. Discussed Social Security Administration's Representative Payee program's current and future challenges. (no bill) H.J.R.59, Continuing Appropriations Resolution, 2014 - Lobbied to prevent inclusion of Medicare, Medicaid and Social Security benefit cuts and to protect vital health, social services, housing and transportation programs from enhanced reductions from the prior year baseline, and to prevent repeal of certain financial and health care-related regulation.
Filing targets: Administration on Aging, Agriculture, Dept of (USDA), Bureau of the Census, Centers For Medicare and Medicaid Services (CMS), Commodity Futures Trading Commission (CFTC), Equal Employment Opportunity Commission (EEOC), Executive Office of the President (EOP), Federal Communications Commission (FCC), Federal Highway Administration (FHA), Federal Reserve System, Federal Trade Commission (FTC), Federal Transit Administration (FTA), Food & Drug Administration (FDA), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Medicare Payment Advisory Commission (MedPAC), Natl Council on Disability, Natl Highway Traffic Safety Administration (NHTSA), Office of Management & Budget (OMB), Office of Personnel Management (OPM), Office of the Comptroller of the Currency (OCC), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Social Security Administration (SSA), Transportation, Dept of (DOT), Treasury, Dept of, White House Office
Discussed financial regulatory reforms, including consumer and investor protections. (no bill) Pub.Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation.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. Letter sent to Senate Banking Committee Members in support of confirming a nominee to serve as the director of the Consumer Financial Protection Bureau. (no bill) Sign-on letter sent to the Federal Reserve, Consumer Financial Protection Bureau, Federal Deposit Insurance Corporation and Office of the Comptroller of the Currency in support of action of bank involvement in high-cost payday loans. (no bill) Discussed in meeting with Senate Banking Committee Members, issues before the Committee, including SEC Fiduciary rulemaking, JOBS Act implementation and Dodd-Frank implementation. (no bill) The Commerce, Justice and Science Appropriations Act of 2014 - Lobbied to protect consumer protection programs with jurisdiction of subcommittee. (no bill) The Financial Services and General Government Appropriations Act of 2014 - Lobbied to protect consumer protection programs and implementation of ACA health insurance exchanges. (no bill) H.R. 1062, Letter written in opposition to the SEC Regulatory Accountability Act. Sent letter to the SEC urging it to propose rulemaking on Fiduciary Duty. (no bill) H.R. 2374, Letter written in opposition to the Retail Investor Protection Act. H.R. 1953, Discussed support for the Senior Fraud Prevention Act (FTC).
Discussed poverty and hunger issues. (no bill) Discussed SNAP. (no bill)Discussed increasing senior representation in CDC studies and supported public participation in samples. Lobbied against inclusion of Social Security, Medicare and Medicaid legislation affecting benefit levels or service delivery in any budget deal, and urged congress to not reduce spending levels below current services levels for various non-security discretionary programs, including Health Care (including Rx, medical research and premium support), Social Security (administrative expenses), Older Americans Act Supportive Service, Nutrition and Caregiver programs, Low Income Home Energy Assistance, Weatherization, Elderly Housing and Transit/Transportation, Legal and Taxpayer Assistance, Consumer and Worker Protections and Postal Services. Discussed Social Security Administration's Representative Payee program's current and future challenges. (no bill)
Filing targets: Administration on Aging, Agriculture, Dept of (USDA), Bureau of the Census, Centers For Medicare and Medicaid Services (CMS), Commodity Futures Trading Commission (CFTC), Equal Employment Opportunity Commission (EEOC), Executive Office of the President (EOP), Federal Communications Commission (FCC), Federal Highway Administration (FHA), Federal Reserve System, Federal Trade Commission (FTC), Federal Transit Administration (FTA), Food & Drug Administration (FDA), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Medicare Payment Advisory Commission (MedPAC), Natl Council on Disability, Natl Highway Traffic Safety Administration (NHTSA), Office of Management & Budget (OMB), Office of Personnel Management (OPM), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Social Security Administration (SSA), Transportation, Dept of (DOT), Treasury, Dept of, White House Office
Discussed financial regulatory reforms, including consumer and investor protections. (no bill) Pub.Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation.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. Letter sent to Senate Banking Committee Members in support of confirming a nominee to serve as the director of the Consumer Financial Protection Bureau. (no bill) Sign-on letter sent to the Federal Reserve, Consumer Financial Protection Bureau, Federal Deposit Insurance Corporation and Office of the Comptroller of the Currency in support of action of bank involvement in high-cost payday. (no bill) Discussed in meeting with Senate Banking Committee Members, issues before the Committee, including SEC Fiduciary rulemaking, JOBS Act implementation and Dodd-Frank implementation. (no bill)
Filing targets: Administration on Aging, Agriculture, Dept of (USDA), Bureau of the Census, Centers For Medicare and Medicaid Services (CMS), Commodity Futures Trading Commission (CFTC), Equal Employment Opportunity Commission (EEOC), Executive Office of the President (EOP), Federal Communications Commission (FCC), Federal Highway Administration (FHA), Federal Reserve System, Federal Trade Commission (FTC), Federal Transit Administration (FTA), Food & Drug Administration (FDA), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Medicare Payment Advisory Commission (MedPAC), Natl Council on Disability, Natl Highway Traffic Safety Administration (NHTSA), Office of Management & Budget (OMB), Office of Personnel Management (OPM), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Social Security Administration (SSA), Transportation, Dept of (DOT), Treasury, Dept of, White House Office
Pub. Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation. Responded to requests for comment with regard to Payday Lending, Mandatory Arbitration, "Larger Participants" (non-bank), and Bank Overdraft Fees. Lobbied against H.R. 3035 the "Mobile Informational Call Act". Responded to Consumer Financial Protection Bureau request for comment on "Procedural Rules to Establish Supervisory Authority over Certain Nonbank Covered Persons Based on Risk Determination. Responded to Consumer Financial Protection Bureau request for comment on Senior Financial Exploitation. Submitted comment letter to the CFPB on Integrated Mortgage Disclosure under RESPA and TILA Docket No. CFPB-2012-0028. Submitted comments to the CFPB on effective financial education, Docket No. CFPB 2012-0030.
Discussed financial regulatory reforms, including consumer and investor protections. (no bill) Pub.Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation. H.R.677/S.267, the Lifetime Income Disclosure Act-Supported the original co-sponsors of the House and Senate versions of the Lifetime Income Disclosure Act. This legislation would provide individuals with a better understanding of the lifetime value of their 401(k) plan assets by including in a yearly benefit statement a conversion of their total accrued benefits into a monthly dollar amount as if they had opted to receive a lifetime annuity. Discussed pending DOL and SEC regulations on the definition of a fiduciary. (no bill) H.R. 1125, Debt free America Act - Discussed legislation to repeal after 2021 the individual income tax, refundable and non-refundable personal tax credits, and the alternative minimum tax (AMT) on individuals and impose a 1% fee on bank transactions for debt reduction purposes. H.R.2940/S.1831, Parts of the JOBS Act Package - Lobbied and wrote a letter in opposition to pairing back Regulation D protections in stock offerings. H.R.2930/S.1970/S.1791, Parts of JOBS Act Package - Lobbied to restore consumer protections regarding "crowd funding" of initial public offerings (IPO's) that the bill curtailed. H.R. 3606, JOBS Act - Lobbied and wrote in support of the Reid/Levin/Landrieu amendment in the nature of a substitute, and in favor of the "crowd funding" amendment. Presented testimony and worked with Staff of the House Financial Services Subcommittee on Insurance, Housing and Community Opportunity, on Federal Housing Administration oversight of reverse mortgages. AARP seeks continuation of, and improvement to the program. (no bill) Discussed implications of H.R. 4624, the "Investment Advisor Oversight Act." Responded to SEC request for Comment on Financial Literacy and Disclosure. H.R. 6020/S.3301, Financial Services and General Government Appropriations Act for FY 2013 - Lobbied to protect new Consumer Financial Protection Bureau from annual appropriations scrutiny and to protect funding levels for SEC, CFTC, FTC and IRS Taxpayer Services programs. H.R. 4078, the Red Tape Reduction and Small Business Job Creation Act - sent letter to all members of the House opposing the title incorporating H.R. 2308, the SEC Regulatory Accountability Act. S. 3468, the Independent Agency Regulatory Analysis Act - Lobbied for Senate Homeland Security and Governmental Affairs Committee hearings and input from agencies before a committee mark up. Participated in August 1 roundtable at the Department of Treasury to discuss implementation of the JOBS Act. Wrote to the Securities and Exchange Commission recommending that they not move to an interim final rule on general solicitation and advertising under the JOBS Act without first receiving comment from the public. S. 3468, the "Independent Agency Regulatory Analysis Act," - Lobbied members of the Senate Homeland Security and Governmental Affairs Committee in opposition to the bill; discussed concerns with the bill and sent letter to members of the Homeland Security and Governmental Affairs Committee expressing concern with the bill. Submitted letter to the Securities and Exchange Commission expressing concern with proposed rulemaking on general solicitation and advertising in Rule 506 offerings under the JOBS Act. Discussed Dodd-Frank and JOBS Act implementation. 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.
Filing targets: Administration on Aging, Agriculture, Dept of (USDA), Bureau of the Census, Centers For Medicare and Medicaid Services (CMS), Commodity Futures Trading Commission (CFTC), Equal Employment Opportunity Commission (EEOC), Executive Office of the President (EOP), Federal Communications Commission (FCC), Federal Energy Regulatory Commission (FERC), Federal Highway Administration (FHA), Federal Reserve System, Federal Trade Commission (FTC), Federal Transit Administration (FTA), Food & Drug Administration (FDA), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Medicare Payment Advisory Commission (MedPAC), Natl Highway Traffic Safety Administration (NHTSA), Office of Management & Budget (OMB), Office of Personnel Management (OPM), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Social Security Administration (SSA), Transportation, Dept of (DOT), Treasury, Dept of, White House Office
Discussed demographics and priorities for AARP members and the 50+ population in general. (no bill) Lobbied supplemental poverty measure with House and Senate staff. (no bill) Discussed poverty and hunger issues. (no bill) Discussed SNAP. (no bill) Discussed increasing senior representation in CDC studies and supported public participation in samples.
Pub. Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation. Responded to requests for comment with regard to Payday Lending, Mandatory Arbitration, "Larger Participants" (non-bank), and Bank Overdraft Fees. Lobbied against H.R. 3035 the "Mobile Informational Call Act". Responded to Consumer Financial Protection Bureau request for comment on "Procedural Rules to Establish Supervisory Authority over Certain Nonbank Covered Persons Based on Risk Determination. Responded to Consumer Financial Protection Bureau request for comment on Senior Financial Exploitation.
Filing targets: Administration on Aging, Agriculture, Dept of (USDA), Bureau of the Census, Centers For Medicare and Medicaid Services (CMS), Commodity Futures Trading Commission (CFTC), Equal Employment Opportunity Commission (EEOC), Executive Office of the President (EOP), Federal Communications Commission (FCC), Federal Energy Regulatory Commission (FERC), Federal Highway Administration (FHA), Federal Reserve System, Federal Trade Commission (FTC), Federal Transit Administration (FTA), Food & Drug Administration (FDA), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Medicare Payment Advisory Commission (MedPAC), Natl Highway Traffic Safety Administration (NHTSA), Office of Management & Budget (OMB), Office of Personnel Management (OPM), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Social Security Administration (SSA), Transportation, Dept of (DOT), Treasury, Dept of, White House Office
Discussed demographics and priorities for AARP members and the 50+ population in general. (no bill) Lobbied supplemental poverty measure with House and Senate staff. (no bill) Discussed poverty and hunger issues. (no bill) Discussed SNAP. (no bill) Discussed increasing senior representation in CDC studies and supported public participation in samples.
Pub. Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation. Responded to requests for comment with regard to Payday Lending, Mandatory Arbitration, "Larger Participants" (non-bank), and Bank Overdraft Fees. Lobbied against H.R. 3035 the "Mobile Informational Call Act".
Filing targets: Administration on Aging, Agriculture, Dept of (USDA), Bureau of the Census, Centers For Medicare and Medicaid Services (CMS), Energy, Dept of, Equal Employment Opportunity Commission (EEOC), Executive Office of the President (EOP), Federal Communications Commission (FCC), Federal Energy Regulatory Commission (FERC), Federal Highway Administration (FHA), Federal Reserve System, Federal Trade Commission (FTC), Federal Transit Administration (FTA), Food & Drug Administration (FDA), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Medicare Payment Advisory Commission (MedPAC), Natl Highway Traffic Safety Administration (NHTSA), Office of Management & Budget (OMB), Office of Personnel Management (OPM), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Social Security Administration (SSA), Transportation, Dept of (DOT), Treasury, Dept of, White House Office
Discussed demographics and priorities for AARP members and the 50+ population in general. (no bill) Lobbied supplemental poverty measure with House and Senate staff. (no bill)
Discussed FCC's interest in consumer protections against unexpected wireless charges as a result of lack of transparency and disclosure by wireless providers to consumers on fine print. (no bill) Lifeline Linkup - Coordinated AARP comments to FCC on potential impact of proposed reforms to the Lifeline Linkup program (federal subsidies that assist in helping people stay connected by telephone and targeted to eligible low income households). (no bill) Universal Service Fund Reform - Met with Federal Communications Commission (FCC) Commissioners and staff to advocate for increased consumer protections in pending order regarding reform of the Universal Service Fund and other issues. (no bill) Universal Service Fund Reform - Meetings and ex parte correspondence to FCC Commissioners regarding the updating of consumer protections for 50+ population in the reform of the goals and subsidies of the Universal Service Fund (USF).
Filing targets: Administration on Aging, Agriculture, Dept of (USDA), Bureau of the Census, Centers For Medicare and Medicaid Services (CMS), Energy, Dept of, Equal Employment Opportunity Commission (EEOC), Executive Office of the President (EOP), Federal Communications Commission (FCC), Federal Energy Regulatory Commission (FERC), Federal Highway Administration (FHA), Federal Reserve System, Federal Trade Commission (FTC), Federal Transit Administration (FTA), Food & Drug Administration (FDA), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Medicare Payment Advisory Commission (MedPAC), Natl Highway Traffic Safety Administration (NHTSA), Office of Management & Budget (OMB), Office of Personnel Management (OPM), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Social Security Administration (SSA), Transportation, Dept of (DOT), Treasury, Dept of, White House Office
Discussed financial regulatory reforms, including consumer and investor protections, a potential systemic risk regulator, and consolidation of agencies (no bill). Pub.Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation. H.R.677/S.267, the Lifetime Income Disclosure Act-Supported the original co-sponsors of the House and Senate versions of the Lifetime Income Disclosure Act. This legislation would provide individuals with a better understanding of the lifetime value of their 401(k) plan assets by including in a yearly benefit statement a conversion of their total accrued benefits into a monthly dollar amount as if they had opted to receive a lifetime annuity. Discussed pending DOL and SEC regulations on the definition of a fiduciary. (no bill) Opposed Regs. to implement Dodd/Frank (P.L. 111-203) with regard to preemption of state consumer protection laws and visitorial rights of state attorneys general. H.R. 1121, The Responsible Consumer Financial Protection Regulation Act of 2011 - Expressed opposition as it weakens the Consumer Financial Protection Bureau under Dodd/Frank. H.R. 1315, The Consumer Financial Protection Safety and Soundness Improvement Act of 2011 - Expressed opposition as it weakens the CFPB under Dodd/Frank. S.746, Dodd-Frank Repeal Act of 2011 - Expressed opposition as it would roll back funding and authority for the CFPB under Dodd/Frank. S.782, Economic Development Revitalization Act - Opposed Snowe amendment that would hamper regulation of small business (amendment defeated). 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 Financial Services & General Government Appropriations bill (H.R. 2434/S.1573), including the Consumer Financial Protection Bureau (opposed new funding restrictions and other CFPB-related changes to Dodd-Frank financial reform law) and the IRS (opposed funding restrictions to Affordable Care Act individual mandate). H.R. 2434/S. 1573, Financial Services and General Government Appropriations bill for FY 2012 - Lobbied House Appropriations Committee leadership in opposition to cap and other changes to Dodd-Frank. H.R. 1125, Debt free America Act - Discussed legislation to repeal after 2021 the individual income tax, refundable and non-refundable personal tax credits, and the alternative minimum tax (AMT) on individuals and impose a 1% fee on bank transactions for debt reduction purposes. Pub. Law 111-203, Dodd/Frank Wall Street Reform and Consumer Protection Act - Opposed H.R. 2308 the "SEC Regulatory Accountability Act" - Lobbied for Senate action to fill the position of the Consumer Financial Protection Bureau. Testified before the Senate Banking Subcommittee on Financial Institutions and Consumer Protection on financial security issues facing older Americans. Participated in meetings with Hill staff on range of bills affecting financial services regulation (including H.R. 3010, S. 1615 and S. 1606).
Discussed FCC's interest in consumer protections against unexpected wireless charges as a result of lack of transparency and disclosure by wireless providers to consumers on fine print. (no bill) Lifeline Linkup - Coordinated AARP comments to FCC on potential impact of proposed reforms to the Lifeline Linkup program (federal subsidies that assist in helping people stay connected by telephone and targeted to eligible low income households). (no bill) Bill Shock - Submitted comments to the Federal Communications Commission on the impact of "Bill Shock" (unexpected and unsolicited charges associated with wireless phone bills). (no bill) Universal Service Fund Reform - Met with Federal Communications Commission (FCC) Commissioners and staff to advocate for increased consumer protections in pending order regarding reform of the Universal Service Fund. (no bill) Held discussions on House legislation and contact with members of the House of Representatives and Energy and Commerce Committee staff regarding AARP concern for H.R. 3035, Mobile Informational Call Act of 2011, legislation to allow robo-calling to cell phones from all interests and rewrite the prior express consent provisions. Universal Service Fund Reform - Meetings and ex parte correspondence to FCC Commissioners regarding the updating of consumer protections for 50+ population in the reform of the goals and subsidies of the Universal Service Fund (USF).
Filing targets: Administration on Aging, Agriculture, Dept of (USDA), Bureau of the Census, Centers For Medicare and Medicaid Services (CMS), Energy, Dept of, Equal Employment Opportunity Commission (EEOC), Federal Communications Commission (FCC), Federal Energy Regulatory Commission (FERC), Federal Highway Administration (FHA), Federal Reserve System, Federal Trade Commission (FTC), Federal Transit Administration (FTA), Food & Drug Administration (FDA), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Medicare Payment Advisory Commission (MedPAC), Natl Highway Traffic Safety Administration (NHTSA), Office of Management & Budget (OMB), Office of Personnel Management (OPM), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Social Security Administration (SSA), Transportation, Dept of (DOT), Treasury, Dept of, White House Office
Pub. Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation. H.R. 2434, S. 1573, H.J. Res. 79, H.R. 2608, H.R. 2017, Financial Services & General Government 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.
Discussed demographics and priorities for AARP members and the 50+ population in general. (no bill)
Discussed FCC's interest in consumer protections against unexpected wireless charges as a result of lack of transparency and disclosure by wireless providers to consumers on fine print. (no bill) Lifeline Linkup - Coordinated AARP comments to FCC on potential impact of proposed reforms to the Lifeline Linkup program (federal subsidies that assist in helping people stay connected by telephone and targeted to eligible low income households). (no bill) USF Reform - Discussed reforming and updating the goals and subsidies of Universal Service Fund with FCC staff. The USF promotes the availability of quality telecommunications services at just, reasonable and affordable rates for all consumers. (no bill) Bill Shock - Submitted comments to the Federal Communications Commission on the impact of "Bill Shock" (unexpected and unsolicited charges associated with wireless phone bills). (no bill)
Discussed financial regulatory reforms, including consumer and investor protections, a potential systemic risk regulator, and consolidation of agencies (no bill). Pub.Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation. Discussed draft legislation which would provide individuals a better understanding of the lifetime 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. (no bill) H.R.677/S.267, the Lifetime Income Disclosure Act-Supported the original co-sponsors of the House and Senate versions of the Lifetime Income Disclosure Act. This legislation would provide individuals with a better understanding of the lifetime value of their 401(k) plan assets by including in a yearly benefit statement a conversion of their total accrued benefits into a monthly dollar amount as if they had opted to receive a lifetime annuity. Discussed pending DOL and SEC regulations on the definition of a fiduciary. (no bill) Opposed Regs. to implement Dodd/Frank (P.L. 111-203) with regard to preemption of state consumer protection laws and visitorial rights of state attorneys general. H.R. 1121, The Responsible Consumer Financial Protection Regulation Act of 2011 - Expressed opposition as it weakens the Consumer Financial Protection Bureau under Dodd/Frank. H.R. 1315, The Consumer Financial Protection Safety and Soundness Improvement Act of 2011 - Expressed opposition as it weakens the CFPB under Dodd/Frank. S.746, Dodd-Frank Repeal Act of 2011 - Expressed opposition as it would roll back funding and authority for the CFPB under Dodd/Frank. S. 782, Economic Development Revitalization Act - Opposed Snowe amendment that would hamper regulation of small business (amendment defeated). Financial Services and General Government 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. (no bill) H.R. 2434/S. 1573, Financial Services and General Government Appropriations bill for FY 2012 - Lobbied House Appropriations Committee leadership in opposition to cap and other changes to Dodd-Frank.
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. (no bill) H.R. 1780/S.1056, Safe and Complete Streets Act - Discussion of draft 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 potential users of all ages and abilities to travel safely and conveniently. H. R. 1776, Older Driver and Pedestrian Safety and Roadway Enhancement Act - Discussion of draft legislation to create a federal funding program for States to implement federal safety design recommendations at roads and intersections with a high incidence of traffice accidents and fatalities involving older drivers and pedestrians. Specialized Transportation for Older Adults legislation - Discussion of proposed legislation to reauthorize, increase capital funding and provide operating subsidy funding for the Department of Transportation Sec.5310 special needs transportation program for seniors and persons with disabilities.(no bill) H.J. Res. 79, H.R. 2605, H.R. 2017, H.J.Res. 44, Transportation, Housing and Urban Development and Related Agencies Appropriations bill for FY 2012 - Lobbied for funding for elderly and disabled and non-urbanized transit formula grants.
Filing targets: Administration on Aging, Agriculture, Dept of (USDA), Bureau of the Census, Centers For Medicare and Medicaid Services (CMS), Energy, Dept of, Equal Employment Opportunity Commission (EEOC), Federal Communications Commission (FCC), Federal Energy Regulatory Commission (FERC), Federal Highway Administration (FHA), Federal Reserve System, Federal Transit Administration (FTA), Food & Drug Administration (FDA), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Medicare Payment Advisory Commission (MedPAC), Natl Highway Traffic Safety Administration (NHTSA), Office of Management & Budget (OMB), Office of Personnel Management (OPM), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Social Security Administration (SSA), Transportation, Dept of (DOT), Treasury, Dept of, White House Office
Discussed FCC's interest in consumer protections against unexpected wireless charges as a result of lack of transparency and disclosure by wireless providers to consumers on fine print. (no bill) Lifeline Linkup - Coordinated AARP comments to FCC on potential impact of proposed reforms to the Lifeline Linkup program (federal subsidies that assist in helping people stay connected by telephone and targeted to eligible low income households). (no bill) USF Reform - Discussed reforming and updating the goals and subsidies of Universal Service Fund with FCC staff. The USF promotes the availability of quality telecommunications services at just, reasonable and affordable rates for all consumers. (no bill) Bill Shock - Submitted comments to the Federal Communications Commission on the impact of "Bill Shock" (unexpected and unsolicited charges associated with wireless phone bills). (no bill)
Discussed demographics and priorities for AARP members and the 50+ population in general. (no bill)
Pub. Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation. H.R. 2434, S. 1573, H.J. Res. 79, H.R. 2608, H.R. 2017, Financial Services & General Government 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.
Discussed LIHEAP Best Practices with HHS officials. (no bill) H.Con.Res.44, S. 1599/C.R. H.J. Res. 79/H.R. 2608/H.R. 2017 & Labor-Health & Human Services, Education and Related Agencies Appropriations bill for FY 2012 - Lobbied for funding for LIHEAP. Sent letters to House and Senate LHHS Subcommittees re funding for SSA Administration, Older Americans Act nutritition, health care delivery reform, CLASS, LIHEAP, Older Americans Act caregiver programs and Medicaid. Discussed AARP's concerns for consumer protections around the deployment of smart meters, grid modernization and dynamic pricing. (no bill) Smart Meters - Continued the dialogue with Department of Energy regarding the deployment of advanced (smart meters) by utilities to record household energy consumption and theirs affordability by 50+ consumers. (no bill) Grid Modernization - Lobbied for modernizing the grid but not to the exclusion of mandating important consumer protections on privacy and affordability. (no bill) LIHEAP - Discussed the value of cross enrollment of Medicare Part D eligible seniors into the Low Income Housing Energy Assistance Program (LIHEAP) with HHS. (no bill)
Discussed financial regulatory reforms, including consumer and investor protections, a potential systemic risk regulator, and consolidation of agencies (no bill). Pub.Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation. Discussed draft legislation which would provide individuals a better understanding of the lifetime 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. (no bill) H.R.677/S.267, the Lifetime Income Disclosure Act-Supported the original co-sponsors of the House and Senate versions of the Lifetime Income Disclosure Act. This legislation would provide individuals with a better understanding of the lifetime value of their 401(k) plan assets by including in a yearly benefit statement a conversion of their total accrued benefits into a monthly dollar amount as if they had opted to receive a lifetime annuity. Discussed pending DOL and SEC regulations on the definition of a fiduciary. (no bill) Opposed Regs. to implement Dodd/Frank (P.L. 111-203) with regard to preemption of state consumer protection laws and visitorial rights of state attorneys general. H.R. 1121, The Responsible Consumer Financial Protection Regulation Act of 2011 - Expressed opposition as it weakens the Consumer Financial Protection Bureau under Dodd/Frank. H.R. 1315, The Consumer Financial Protection Safety and Soundness Improvement Act of 2011 - Expressed opposition as it weakens the CFPB under Dodd/Frank. S.746, Dodd-Frank Repeal Act of 2011 - Expressed opposition as it would roll back funding and authority for the CFPB under Dodd/Frank. S. 782, Economic Development Revitalization Act - Opposed Snowe amendment that would hamper regulation of small business (amendment defeated). Financial Services and General Government 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. (no bill) H.R. 2434/S. 1573, Financial Services and General Government Appropriations bill for FY 2012 - Lobbied House Appropriations Committee leadership in opposition to cap and other changes to Dodd-Frank.
Filing targets: Administration on Aging, Agriculture, Dept of (USDA), Bureau of the Census, Centers For Medicare and Medicaid Services (CMS), Energy, Dept of, Equal Employment Opportunity Commission (EEOC), Federal Communications Commission (FCC), Federal Energy Regulatory Commission (FERC), Federal Highway Administration (FHA), Federal Reserve System, Federal Transit Administration (FTA), Food & Drug Administration (FDA), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Medicare Payment Advisory Commission (MedPAC), Natl Highway Traffic Safety Administration (NHTSA), Office of Management & Budget (OMB), Office of Personnel Management (OPM), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Social Security Administration (SSA), Transportation, Dept of (DOT), Treasury, Dept of, White House Office
Discussed financial regulatory reforms, including consumer and investor protections, a potential systemic risk regulator, and consolidation of agencies (no bill). Pub.Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation. Discussed draft legislation which would provide individuals a better understanding of the lifetime 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. (no bill) H.R.677/S.267, the Lifetime Income Disclosure Act-Supported the original co-sponsors of the House and Senate versions of the Lifetime Income Disclosure Act. This legislation would provide individuals with a better understanding of the lifetime value of their 401(k) plan assets by including in a yearly benefit statement a conversion of their total accrued benefits into a monthly dollar amount as if they had opted to receive a lifetime annuity. Discussed pending DOL and SEC regulations on the definition of a fiduciary. (no bill) Opposed Regs. to implement Dodd/Frank (P.L. 111-203) with regard to preemption of state consumer protection laws and visitorial rights of state attorneys general. H.R. 1121, The Responsible Consumer Financial Protection Regulation Act of 2011 - Expressed opposition as it weakens the Consumer Financial Protection Bureau under Dodd/Frank. H.R. 1315, The Consumer Financial Protection Safety and Soundness Improvement Act of 2011 - Expressed opposition as it weakens the CFPB under Dodd/Frank. S.746, Dodd-Frank Repeal Act of 2011 - Expressed opposition as it would roll back funding and authority for the CFPB under Dodd/Frank. S. 782, Economic Development Revitalization Act - Opposed Snowe amendment that would hamper regulation of small business (amendment defeated). Financial Services and General Government 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. (no bill) Lobbied House Appropriations Committee leadership in opposition to cap and other changes to Dodd-Frank. (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. (no bill) H.R. 1780/S.1056, Safe and Complete Streets Act - Discussion of draft 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 potential users of all ages and abilities to travel safely and conveniently. H. R. 1776, Older Driver and Pedestrian Safety and Roadway Enhancement Act - Discussion of draft legislation to create a federal funding program for States to implement federal safety design recommendations at roads and intersections with a high incidence of traffice accidents and fatalities involving older drivers and pedestrians. Specialized Transportation for Older Adults legislation - Discussion of proposed legislation to reauthorize, increase capital funding and provide operating subsidy funding for the Department of Transportation Sec.5310 special needs transportation program for seniors and persons with disabilities.(no bill) H.J.Res. 44, Transportation, Housing and Urban Development and Related Agencies Appropriations bill for FY 2012 - Lobbied for funding for elderly and disabled and non-urbanized transit formula grants.
Discussed AARP's concerns for "Bill Shock" experienced by members and consumers with wireless providers at Federal Communications Commission (FCC). (no bill) Discussed FCC's interest in consumer protections against unexpected wireless charges as a result of lack of transparency and disclosure by wireless providers to consumers on fine print. (no bill) Discussed Lifeline Linkup and other Universal Service Fund (USF) issues.
Filing targets: Administration on Aging, Agriculture, Dept of (USDA), Bureau of the Census, Centers For Medicare and Medicaid Services (CMS), Energy, Dept of, Equal Employment Opportunity Commission (EEOC), Federal Communications Commission (FCC), Federal Energy Regulatory Commission (FERC), Federal Highway Administration (FHA), Federal Reserve System, Federal Transit Administration (FTA), Food & Drug Administration (FDA), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Medicare Payment Advisory Commission (MedPAC), Natl Highway Traffic Safety Administration (NHTSA), Office of Management & Budget (OMB), Office of Personnel Management (OPM), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Social Security Administration (SSA), Transportation, Dept of (DOT), Treasury, Dept of, White House Office
Discussed AARP's concerns for "Bill Shock" experienced by members and consumers with wireless providers. (no bill) Discussed FCC's interest in consumer protections against unexpected wireless charges as a result of lack of transparency and disclosure by wireless providers to consumers on fine print. (no bill) Discussed initiatives on identity verification over the Internet. (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 AARP's concerns for consumer protections around the deployment of smart meters. (no bill)
Discussed financial regulatory reforms, including consumer and investor protections, a potential systemic risk regulator, and consolidation of agencies (no bill). Pub.Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation. Discussed draft legislation which would provide individuals a better understanding of the lifetime 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. (no bill)
Discussed demographics and priorities for AARP members and the 50+ population in general. (no bill)
Filing targets: Administration on Aging, Agriculture, Dept of (USDA), Bureau of the Census, Centers For Medicare and Medicaid Services (CMS), Energy, Dept of, Equal Employment Opportunity Commission (EEOC), Federal Communications Commission (FCC), Federal Energy Regulatory Commission (FERC), Federal Reserve System, Federal Transit Administration (FTA), Food & Drug Administration (FDA), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Medicare Payment Advisory Commission (MedPAC), Natl Highway Traffic Safety Administration (NHTSA), Office of Management & Budget (OMB), Office of Personnel Management (OPM), SENATE, Securities & Exchange Commission (SEC), Social Security Administration (SSA), Transportation, Dept of (DOT), Treasury, Dept of, White House Office
H.R. 4173, the Wall Street Reform and Consumer Protection Act of 2009 - Lobbied in favor of financial regulatory reforms, including consumer and investor protections, a potential systemic risk regulator, and consolidation of agencies. H.R. 5809, the Safe Drug Disposal Act of 2010 -Would amend the Controlled Substances Act to provide for the take back and safe disposal of controlled substances. The bill provides for an educational effort about proper drug disposal, an EPA report on the same and a GAO report on the effectiveness of disposal programs. S. 3690, the Drug Safety and Accountability Act of 2010 - Requires drug manufacturers to implement quality management plans and document the manufacturing supply chain to ensure the quality and safety of drugs. The bill also would expand FDA authority to recall unsafe drugs, including over the counter drugs, and offers protection to whistle blowers. Restoring American Financial Stability Act of 2010 - Lobbied for support of the bill and to preserve consumer and investor protections, preserve states authority to enforce consumer protection laws and CFPA's authority to enforce rules it adopts. (no bill)
Discussed priority issues for AARP.
Discussed financial regulatory reforms, including consumer and investor protections, a potential systemic risk regulator, and consolidation of agencies (no bill). H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act of 2009 - Lobbied for increased transparency of 401(k) fees paid for by plan participants. H.R. 1988, Conflicted Investment Advice Prohibition Act of 2009 - Lobbied to ensure that individually directed account plan participants received investment advice from qualified advisors who are free from financial conflicts of interests. H.R. 2779, Defined Contribution Plan Fee Transparency Act of 2009 - Lobbied for increased transparency of 401(k) fees paid for by plan participants. H.R. 2989, 401(k) Fair Disclosure and Pension Security Act of 2009 - Lobbied for increased transparency of 401(k) fees paid for by plan participants and to ensure that individually directed account plan participants received investment advice from qualified advisors who are free from financial conflicts of interests. H.R. 3936 - Preserve Benefits and Jobs Acts of 2009 - Discussed need for pension funding relief in light of the combined impact of the U.S. recession and the funding requirements of the 2006 Pension Protection Act. S. 2832, Lifetime Income Disclosure Act - Lobbied in support of this legislation, which would provide individuals a better understanding of the lifetime 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.R. 4173, the Wall Street Reform and Consumer Protection Act of 2009 - Discussed implementation of legislation. H.R. 4849, the Small Business and Infrastructure Jobs Tax Act of 2010 - Discussed the potential inclusion of 401(k) fee disclosure and pension funding relief provisions within the bill. Ultimately, these provisions were not included in the legislation. H.R. 4213, the American Jobs and Closing Tax Loopholes Act - Lobbied for the inclusion of 401(k) fee disclosure provisions within the House version of the legislation. Senate Substitute Amendment to H.R. 4213, the American Jobs and Closing Tax Loopholes Act - Lobbied for the inclusion of 401(k) fee disclosure provisions within the Senate version of the legislation. Discussed issues surrounding lifetime income products, such as annuities, and provided written testimony for the Senate Special Committee on Aging hearing entitled "The Retirement Challenge-Making Savings Last a Lifetime." (no bill)
Surface Transportation Authorization Act of 2010 - Discussion of House Transportation and Infrastructure Committee legislation to provide a five-year reauthorization of the expiring SAFTEA-LU legislation. 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. (no bill) S.584/H.R.1443 Complete Streets Act of 2009 - 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 potential users of all ages and abilities to travel safely and conveniently. H.R. 3355, Older Driver and Pedestrian Safety and Roadway Enhancement Act of 2009 - Lobbied for legislation to create a federal funding program for States to implement federal safety design recommendations at roads and intersections with a high incidence of traffice accidents and fatalities involving older drivers and pedestrians. Senior Para-transit legislation - Discussion of proposed legislation to reauthorize, increase capital funding and provide operating subsidy funding for the Department of Transportation Sec.5310 special needs transportation program for seniors and persons with disabilities.(no bill) H.R. 5850/S. 3644, Transportation, HUD and related agencies Appropriations Act, FY 2011 - Lobbied for funding of senior and rural transportation services and research programs. H.R. 3081, H.R. 3082, H.J.Res. 101, H.J.Res. 105, Continuing Appropriations Act, FY 2011 - Lobbied for funding for various federal programs serving Older Americans, most notably SSA Administrative expensives, LIHEAP, aging services, HECM reverse mortgage subsidy and Section 202, Housing for the Elderly.
H.R. 4173, the Wall Street Reform and consumer Protection Act of 2009 - Discussed implementation of legislation. S. 118 Supportive Housing for the Elderly Act - Discussed legislation to provide for rehabilitation of existing rental housing units constructed under the HUD Section 202 housing program and to allow greater flexibility in combining HUD rehabilitation funding with other sources of funding, and to modify The Assisted Living Conversion Program. H.R. 1408 Inclusive Home Design Act of 2009 - Discussed legislation to require all newly constructed and federally-assisted single-family house to meet minimum standards of accessibility and visitability by persons with disabilities. Home Equity Conversion Mortgage Program Amendments - Discussed draft amendments to upcoming housing legislation to change calculation of premium costs relating to reverse mortgages for manufactured housing units on fixed foundations under HUD's Home Equity Conversion Mortgage program (no bill). H.R. 3081, Continuing Resolution, FY 2011 - Lobbied for funding for HECM reverse mortgage subsidy and public housing and Section 202, Housing for the Elderly programs. H.R. 4868, The Housing Preservation and Tenant Protection Act of 2010- Discussed provisions regarding Sec. 202, Housing for the Elderly, and its assisted living conversion grant program, that prevents the loss of affordable housing dwelling units in the United States. H.R. 5814, Public Housing Reinvestment and Tenant Protection Act of 2010- Discussed creating a new assisted living/service enriched housing conversion grant program and pilot program for training public housing residents to be home health care providers. Discussed Federal Reserve Board proposed rules regarding Regulation Z requirements for reverse mortgages and consumer right of rescission. (no bill) Discussed mortgage finance market reform options. (no bill)
Filing targets: Administration on Aging, Centers For Medicare and Medicaid Services (CMS), Energy, Dept of, Equal Employment Opportunity Commission (EEOC), Federal Communications Commission (FCC), Federal Energy Regulatory Commission (FERC), Federal Reserve System, Food & Drug Administration (FDA), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Medicare Payment Advisory Commission (MedPAC), Natl Highway Traffic Safety Administration (NHTSA), Office of Management & Budget (OMB), Office of Personnel Management (OPM), Office of the Vice President of the United States, SENATE, Securities & Exchange Commission (SEC), Social Security Administration (SSA), Transportation, Dept of (DOT), Treasury, Dept of, White House Office
Discussed AARP's concerns for consumer protections around the deployment of smart meters. (no bill) H.R. 3081, H.J. Res. 105, H. J. Res. 101, Continuing Appropriations Act, 2011 - Lobbied for making further continuing appropriations for fiscal year 2011 and for other purposes.
Discussed financial regulatory reforms, including consumer and investor protections, a potential systemic risk regulator, and consolidation of agencies (no bill). H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act of 2009 - Lobbied for increased transparency of 401(k) fees paid for by plan participants. H.R. 1988, Conflicted Investment Advice Prohibition Act of 2009 - Lobbied to ensure that individually directed account plan participants received investment advice from qualified advisors who are free from financial conflicts of interests. H.R. 2779, Defined Contribution Plan Fee Transparency Act of 2009 - Lobbied for increased transparency of 401(k) fees paid for by plan participants. H.R. 2989, 401(k) Fair Disclosure and Pension Security Act of 2009 - Lobbied for increased transparency of 401(k) fees paid for by plan participants and to ensure that individually directed account plan participants received investment advice from qualified advisors who are free from financial conflicts of interests. H.R. 3936 - Preserve Benefits and Jobs Acts of 2009 - Discussed need for pension funding relief in light of the combined impact of the U.S. recession and the funding requirements of the 2006 Pension Protection Act. S. 2832, Lifetime Income Disclosure Act - Lobbied in support of this legislation, which would provide individuals a better understanding of the lifetime 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.R. 4173, the Wall Street Reform and Consumer Protection Act of 2009 - Discussed implementation of legislation. H.R. 4849, the Small Business and Infrastructure Jobs Tax Act of 2010 - Discussed the potential inclusion of 401(k) fee disclosure and pension funding relief provisions within the bill. Ultimately, these provisions were not included in the legislation. H.R. 4213, the American Jobs and Closing Tax Loopholes Act - Lobbied for the inclusion of 401(k) fee disclosure provisions within the House version of the legislation. Senate Substitute Amendment to H.R. 4213, the American Jobs and Closing Tax Loopholes Act - Lobbied for the inclusion of 401(k) fee disclosure provisions within the Senate version of the legislation. Discussed issues surrounding lifetime income products, such as annuities, and provided written testimony for the Senate Special Committee on Aging hearing entitled "The Retirement Challenge-Making Savings Last a Lifetime." (no bill)
Surface Transportation Authorization Act of 2010 - Discussion of House Transportation and Infrastructure Committee legislation to provide a five-year reauthorization of the expiring SAFTEA-LU legislation. 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. (no bill) S.584/H.R.1443 Complete Streets Act of 2009 - 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 potential users of all ages and abilities to travel safely and conveniently. H.R. 3355, Older Driver and Pedestrian Safety and Roadway Enhancement Act of 2009 - Lobbied for legislation to create a federal funding program for States to implement federal safety design recommendations at roads and intersections with a high incidence of traffice accidents and fatalities involving older drivers and pedestrians. Senior Para-transit legislation - Discussion of proposed legislation to reauthorize, increase capital funding and provide operating subsidy funding for the Department of Transportation Sec.5310 special needs transportation program for seniors and persons with disabilities.(no bill) H.R. 5850/S. 3644, Transportation, HUD and related agencies Appropriations Act, FY 2011 - Lobbied for funding of senior and rural transportation services and research programs. H.R. 3081, H.R. 3082, H.J.Res. 101, H.J.Res. 105, Continuing Appropriations Act, FY 2011 - Lobbied for funding for various federal programs serving Older Americans, most notably SSA Administrative expensives, LIHEAP, aging services, HECM reverse mortgage subsidy and Section 202, Housing for the Elderly.
Discussed priority issues for AARP.
Wrote and forwarded comments to FCC on AARP's concerns for increased consumer protections to avoid bill shock on wireless cell phone usage. (No bill) Discussed with officials of the FCC agency actions or proposals relating to wireless telephone service, smart grid development and national broadband plan affordability (no bill). H.R. 3082, H.R. 3081, H.J. Res. 105, H.J. Res. 101,Continuing Appropriations and Surface Transportation Extension Act, 2011 - Lobbied for funding for various federal programs serving Older Americans, most notably SSA Administrative expenses, LIHEAP, aging services, HECM reverse mortgage subsidy and Section 202, Housing for the Elderly.
H.R. 4173, the Wall Street Reform and Consumer Protection Act of 2009 - Lobbied in favor of financial regulatory reforms, including consumer and investor protections, a potential systemic risk regulator, and consolidation of agencies. H.R. 5809, the Safe Drug Disposal Act of 2010 -Would amend the Controlled Substances Act to provide for the take back and safe disposal of controlled substances. The bill provides for an educational effort about proper drug disposal, an EPA report on the same and a GAO report on the effectiveness of disposal programs. S. 3690, the Drug Safety and Accountability Act of 2010 - Requires drug manufacturers to implement quality management plans and document the manufacturing supply chain to ensure the quality and safety of drugs. The bill also would expand FDA authority to recall unsafe drugs, including over the counter drugs, and offers protection to whistle blowers. Restoring American Financial Stability Act of 2010 - Lobbied for support of the bill and to preserve consumer and investor protections, preserve states authority to enforce consumer protection laws and CFPA's authority to enforce rules it adopts. (no bill)
Filing targets: Administration on Aging, Centers For Medicare and Medicaid Services (CMS), Energy, Dept of, Equal Employment Opportunity Commission (EEOC), Federal Communications Commission (FCC), Federal Energy Regulatory Commission (FERC), Federal Reserve System, Food & Drug Administration (FDA), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Medicare Payment Advisory Commission (MedPAC), Natl Highway Traffic Safety Administration (NHTSA), Office of Management & Budget (OMB), Office of Personnel Management (OPM), Office of the Vice President of the United States, SENATE, Securities & Exchange Commission (SEC), Social Security Administration (SSA), Transportation, Dept of (DOT), Treasury, Dept of, White House Office
H.R.946/S.574 Plain Language Act - Discussed using plain language in financial disclosure. Discussed priority issues for AARP. H.R.2920 Statutory Pay-As-You-Go Act - Discussed potential impact of legislation on important programs affecting the elderly. Discussed proposal to create a House Special Committee on Aging to mirror the Senate Special Committee on Aging (no bill number). H.J. Res.45, Statutory Debt Limit - Lobbied to defeat the Conrad-Gregg amendment. Discussed President's Deficit Reduction Commission as it pertains to Social Security/retirement security. (no bill)
H.R. 2847 Commerce, Justice, Science Appropriations bill for FY 2010 - Lobbied in support of funding for various agencies within bill's jurisciction, including the Legal Services Corporation, Census Bureau, and the National Telecommunications and Information Administration. Discussed with officials of the FCC agency actions or proposals relating to wireless telephone service, smart grid development and national broadband plan affordability (no bill).
H.R. 4173, the Wall Street Reform and Consumer Protection Act of 2009 - Lobbied in favor of financial regulatory reforms, including consumer and investor protections, a potential systemic risk regulator, and consolidation of agencies. Restoring American Financial Stability Act of 2010 - Lobbied for support of the bill and to preserve consumer and investor protections, preserve states authority to enforce consumer protection laws and CFPA's authority to enforce rules it adopts. (no bill)
Surface Transportation Authorization Act of 2010 - Discussion of House Transportation and Infrastructure Committee legislation to provide a five-year reauthorization of the expiring SAFTEA-LU legislation. 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. (no bill) S.584/H.R.1443 Complete Streets Act of 2009 - 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 potential users of all ages and abilities to travel safely and conveniently. H.R. 3355, Older Driver and Pedestrian Safety and Roadway Enhancement Act of 2009 - Lobbied for legislation to create a federal funding program for States to implement federal safety design recommendations at roads and intersections with a high incidence of traffice accidents and fatalities involving older drivers and pedestrians. Senior Para-transit legislation - Discussion of proposed legislation to reauthorize, increase capital funding and provide operating subsidy funding for the Department of Transportation Sec.5310 special needs transportation program for seniors and persons with disabilities.(no bill) S.1619/H.R.4690, Livable Communities Act of 2009 - Lobbied for legislation to provide funding to develop and implement regional plans for cross-cutting projects that address transportation, housing, community and economic development, and environmental needs. H.R. 5850/S. 3644, Transportation, HUD and related agencies Appropriations Act, FY 2011 - Lobbied for funding of senior and rural transportation services and research programs. H.R. 3081, Continuing Appropriations, FY 2011 - Lobbied for funding of senior transit services and research programs.
HR 2454, American Clean Energy and Security Act - Discussion of AARP's concern that any approach creating a national cap and trade program for carbon emission reduction include provisions assuring that revenues from sales of emission allowances be used to mitigate cost increases for electricity ratepayers generally and provide additional assistance to low-income and fixed-income households to help defray higher utilities costs. Discussion of possible introduction as separate legislation an expanded proposal, similar to language included as an amendment to HR 2454, to create an independent Office of Consumer Advocate in the Federal Energy Regulatory Commission to represent residential utilities ratepayers in FERC proceedings and rule making (no bill). S.1733 Clean Energy Jobs and American Power Act - Discussed inclusion of low-income and consumer protection language in bill. S.2877 CLEAR Act (Carbon Limits and Energy for America's Renewal) - Lobbied to include provisions in the bill to protect rate payers and low income households. S. 3686, Labor, HHS, Education and related agencies appropriations bill for FY 2011 - Lobbied for funding for SSA, Older Americans Act programs, Lifespan Respite Care Act, Nursing Education/Workforce Development, National Corporation for Community Service (Kennedy Serve America Act), among other items, LIHEAP, and weatherization. H.R. 3081, Continuing Resolution, FY 2011 - Lobbied for LIHEAP and weatherization.
Filing targets: Administration on Aging, Centers For Medicare and Medicaid Services (CMS), Commerce, Dept of (DOC), Energy, Dept of, Federal Communications Commission (FCC), Food & Drug Administration (FDA), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Labor, Dept of (DOL), Office of Management & Budget (OMB), Office of Personnel Management (OPM), Office of the Vice President of the United States, SENATE, Securities & Exchange Commission (SEC), Social Security Administration (SSA), Transportation, Dept of (DOT), Treasury, Dept of, White House Office
Discussed financial regulatory reforms, including consumer and investor protections, a potential systemic risk regulator, and consolidation of agencies (no bill). H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act of 2009 - Lobbied for increased transparency of 401(k) fees paid for by plan participants. H.R. 1988, Conflicted Investment Advice Prohibition Act of 2009 - Lobbied to ensure that individually directed account plan participants received investment advice from qualified advisors who are free from financial conflicts of interests. H.R. 2779, Defined Contribution Plan Fee Transparency Act of 2009 - Lobbied for increased transparency of 401(k) fees paid for by plan participants. H.R. 2989, 401(k) Fair Disclosure and Pension Security Act of 2009 - Lobbied for increased transparency of 401(k) fees paid for by plan participants and to ensure that individually directed account plan participants received investment advice from qualified advisors who are free from financial conflicts of interests. H.R. 3936 - Preserve Benefits and Jobs Acts of 2009 - Discussed need for pension funding relief in light of the combined impact of the U.S. recession and the funding requirements of the 2006 Pension Protection Act. S. 2832, Lifetime Income Disclosure Act - Lobbied in support of this legislation, which would provide individuals a better understanding of the lifetime 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.R. 4173, the Wall Street Reform and Consumer Protection Act of 2009 - Lobbied in favor of financial regulatory reforms, including consumer and investor protections, preserving states' authority to enforce consumer protection laws and CFPA's authority to enforce rules it adopts. H.R. 4849, the Small Business and Infrastructure Jobs Tax Act of 2010 - Discussed the potential inclusion of 401(k) fee disclosure and pension funding relief provisions within the bill. Ultimately, these provisions were not included in the legislation. H.R. 4213, the American Jobs and Closing Tax Loopholes Act - Lobbied for the inclusion of 401(k) fee disclosure provisions within the House version of the legislation. Senate Substitute Amendment to H.R. 4213, the American Jobs and Closing Tax Loopholes Act - Lobbied for the inclusion of 401(k) fee disclosure provisions within the Senate version of the legislation. Discussed issues surrounding lifetime income products, such as annuities, and provided written testimony for the Senate Special Committee on Aging hearing entitled "The Retirement Challenge-Making Savings Last a Lifetime." (no bill)
Discussed AARP's 2010 Advocacy Agenda with members of Congress and their staff. (No bill) H.R.946/S.574 Plain Language Act - Discussed using plain language in financial disclosure. H.R.2920 Statutory Pay-As-You-Go Act - Discussed potential impact of legislation on important programs affecting the elderly. Discussed proposal to create a House Special Committee on Aging to mirror the Senate Special Committee on Aging (no bill number). H.J. Res.45, Statutory Debt Limit - Lobbied to defeat the Conrad-Gregg amendment. Discussed President's Deficit Reduction Commission as it pertains to Social Security/retirement security. (no bill)
HR 2454, American Clean Energy and Security Act - Discussion of AARP's concern that any approach creating a national cap and trade program for carbon emission reduction include provisions assuring that revenues from sales of emission allowances be used to mitigate cost increases for electricity ratepayers generally and provide additional assistance to low-income and fixed-income households to help defray higher utilities costs. Discussion of possible introduction as separate legislation an expanded proposal, similar to language included as an amendment to HR 2454, to create an independent Office of Consumer Advocate in the Federal Energy Regulatory Commission to represent residential utilities ratepayers in FERC proceedings and rule making (no bill). S.1733 Clean Energy Jobs and American Power Act - Discussed inclusion of low-income and consumer protection language in bill. S.2877 CLEAR Act (Carbon Limits and Energy for America's Renewal) - Lobbied to include provisions in the bill to protect rate payers and low income households. Labor, HHS, Education and related agencies appropriations bill for FY 2010 - Lobbied for funding for SSA, Older Americans Act programs, Lifespan Respite Care Act, Nursing Education/Workforce Development, National Corporation for Community Service (Kennedy Serve America Act), among other items, LIHEAP, and weatherization. (no bill)
H.R. 2847 Commerce, Justice, Science Appropriations bill for FY 2010 - Lobbied in support of funding for various agencies within bill's jurisciction, including the Legal Services Corporation, Census Bureau, and the National Telecommunications and Information Administration. Discussed with officials of the FCC agency actions or proposals relating to wireless telephone service, smart grid development and national broadband plan affordability (no bill).
Filing targets: Administration on Aging, Centers For Medicare and Medicaid Services (CMS), Commerce, Dept of (DOC), Energy, Dept of, Federal Communications Commission (FCC), Food & Drug Administration (FDA), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Labor, Dept of (DOL), Office of Management & Budget (OMB), Office of Personnel Management (OPM), Office of the Vice President of the United States, SENATE, Securities & Exchange Commission (SEC), Social Security Administration (SSA), Transportation, Dept of (DOT), Treasury, Dept of, White House Office
Surface Transportation Authorization Act of 2010 - Discussion of House Transportation and Infrastructure Committee legislation to provide a five-year reauthorization of the expiring SAFTEA-LU legislation. 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. (no bill) S.584/H.R.1443 Complete Streets Act of 2009 - 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 potential users of all ages and abilities to travel safely and conveniently. H.R. 3355, Older Driver and Pedestrian Safety and Roadway Enhancement Act of 2009 - Lobbied for legislation to create a federal funding program for States to implement federal safety design recommendations at roads and intersections with a high incidence of traffice accidents and fatalities involving older drivers and pedestrians. Senior Para-transit legislation - Discussion of proposed legislation to reauthorize, increase capital funding and provide operating subsidy funding for the Department of Transportation Sec.5310 special needs transportation program for seniors and persons with disabilities.(no bill) S.1619, Livable Communities Act of 2009 - Lobbied for legislation to provide funding to develop and implement regional plans for cross-cutting projects that address transportation, housing, community and economic development, and environmental needs.
H.R. 2847 Commerce, Justice, Science Appropriations bill for FY 2010 - Lobbied in support of funding for various agencies within bill's jurisciction, including the Legal Services Corporation, Census Bureau, and the National Telecommunications and Information Administration. Discussed with officials of the FCC agency actions or proposals relating to wireless telephone service, smart grid development and national broadband plan affordability (no bill).
Discussed financial regulatory reforms, including consumer and investor protections, a potential systemic risk regulator, and consolidation of agencies (no bill). H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act of 2009 - Lobbied for increased transparency of 401(k) fees paid for by plan participants. H.R. 1988, Conflicted Investment Advice Prohibition Act of 2009 - Lobbied to ensure that individually directed account plan participants received investment advice from qualified advisors who are free from financial conflicts of interests. H.R. 2779, Defined Contribution Plan Fee Transparency Act of 2009 - Lobbied for increased transparency of 401(k) fees paid for by plan participants. H.R. 2989, 401(k) Fair Disclosure and Pension Security Act of 2009 - Lobbied for increased transparency of 401(k) fees paid for by plan participants and to ensure that individually directed account plan participants received investment advice from qualified advisors who are free from financial conflicts of interests. H.R. 3936 - Preserve Benefits and Jobs Acts of 2009 - Discussed need for pension funding relief in light of the combined impact of the U.S. recession and the funding requirements of the 2006 Pension Protection Act. S. 2832, Lifetime Income Disclosure Act - Lobbied in support of this legislation, which would provide individuals a better understanding of the lifetime 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.R. 4173, the Wall Street Reform and Consumer Protection Act of 2009 - Lobbied in favor of financial regulatory reforms, including consumer and investor protections, preserving states' authority to enforce consumer protection laws and CFPA's authority to enforce rules it adopts. H.R. 4849, the Small Business and Infrastructure Jobs Tax Act of 2010 - Discussed the potential inclusion of 401(k) fee disclosure and pension funding relief provisions within the bill. Ultimately, these provisions were not included in the legislation. H.R. 4213, the American Jobs and Closing Tax Loopholes Act - Lobbied for the inclusion of 401(k) fee disclosure provisions within the House version of the legislation. Senate Substitute Amendment to H.R. 4213, the American Jobs and Closing Tax Loopholes Act - Lobbied for the inclusion of 401(k) fee disclosure provisions within the Senate version of the legislation. Discussed issues surrounding lifetime income products, such as annuities, and provided written testimony for the Senate Special Committee on Aging hearing entitled "The Retirement Challenge-Making Savings Last a Lifetime." (no bill)
Discussed AARP's 2010 Advocacy Agenda with members of Congress and their staff. (No bill) H.R.946/S.574 Plain Language Act - Discussed using plain language in financial disclosure. H.R.2920 Statutory Pay-As-You-Go Act - Discussed potential impact of legislation on important programs affecting the elderly. Discussed proposal to create a House Special Committee on Aging to mirror the Senate Special Committee on Aging (no bill number). H.J. Res.45, Statutory Debt Limit - Lobbied to defeat the Conrad-Gregg amendment. Discussed President's Deficit Reduction Commission as it pertains to Social Security/retirement security. (no bill)
H.R. 4173, the Wall Street Reform and Consumer Protection Act of 2009 - Lobbied in favor of financial regulatory reforms, including consumer and investor protections, a potential systemic risk regulator, and consolidation of agencies. Restoring American Financial Stability Act of 2010 - Lobbied for support of the bill and to preserve consumer and investor protections, preserve states authority to enforce consumer protection laws and CFPA's authority to enforce rules it adopts. (no bill)
Filing targets: Administration on Aging, Centers For Medicare and Medicaid Services (CMS), Commerce, Dept of (DOC), Energy, Dept of, Federal Communications Commission (FCC), Food & Drug Administration (FDA), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Labor, Dept of (DOL), Office of Management & Budget (OMB), Office of Personnel Management (OPM), Office of the Vice President of the United States, SENATE, Securities & Exchange Commission (SEC), Social Security Administration (SSA), Transportation, Dept of (DOT), Treasury, Dept of, White House Office
Discussed AARP criteria for a federal role in the regulation of insurance.(no bill) H.R. 3590, Patient Protection and Affordability Care Act - Lobbied in support of health care legislation to reform the health care system to provide affordable quality health care and expand access to long-term services and supports. H.R. 3200, America's Affordable Health Choices Act/S. 1679, Americas Health Choices Act/S.1796, America's Healthy Future Act - Discussed need for affordable quality healthcare, delivery system reform, ending age discrimination in the health ending rating by health condition or any proxy, insurance industry, closing the doughnut hole, creating a pathway for generic biologics, allowing and funding states to provide home and community based services, creating a transitional benefit establishing CLASS program or other transitional care provisions in medicare and expanding the asset limit to qualify for low-income programs in medicare. H.R. 4872, Health Care and Education Reconciliation Act - Lobbied in support of health care legislation which makes improvements, such as closing the Part D coverage gap, in the Patient Protection and Affordable Care Act.
H.R. 2847 Commerce, Justice, Science Appropriations bill for FY 2010 - Lobbied in support of funding for various agencies within bill's jurisciction, including the Legal Services Corporation, Census Bureau, and the National Telecommunications and Information Administration. Discussed with officials of the FCC agency actions or proposals relating to wireless telephone service, smart grid development and national broadband plan affordability (no bill).
H.R. 946, the Plain Language Act of 2009-Lobbied for the use of plain language in communications between the federal government and the public. Discussed suitability of sale of annuities (no bill). H.R. 1705/S. 566, the Financial Product Safety Commission of Act of 2009 - Lobbied for support for the bills. Discussed financial regulatory reforms, including consumer and investor protections, a potential systemic risk regulator, and consolidation of agencies (no bill). H.R. 3126, the Consumer Financial Protection Agency Act of 2009 - Lobbied to preserve states' authority to adopt and apply consumer protection laws, preserve state Attorney Generals' authority to enforce consumer protection laws, and preserve CFPA's authority to endorce rules it adopts. H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act of 2009 - Lobbied for increased transparency of 401(k) fees paid for by plan participants. H.R. 1988, Conflicted Investment Advice Prohibition Act of 2009 - Lobbied to ensure that individually directed account plan participants received investment advice from qualified advisors who are free from financial conflicts of interests. H.R. 2779, Defined Contribution Plan Fee Transparency Act of 2009 - Lobbied for increased transparency of 401(k) fees paid for by plan participants. H.R. 2989, 401(k) Fair Disclosure and Pension Security Act of 2009 - Lobbied for increased transparency of 401(k) fees paid for by plan participants and to ensure that individually directed account plan participants received investment advice from qualified advisors who are free from financial conflicts of interests. H.R. 3936 - Preserve Benefits and Jobs Acts of 2009 - Discussed need for pension funding relief in light of the combined impact of the U.S. recession and the funding requirements of the 2006 Pension Protection Act. S. 2832, Lifetime Income Disclosure Act - Lobbied in support of this legislation, which would provide individuals a better understanding of the lifetime 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.R. 4173, the Wall Street Reform and Consumer Protection Act of 2009 - Lobbied in favor of financial regulatory reforms, including consumer and investor protections, a potential systemic risk regulator, and consolidation of agencies. H.R. 4849, the Small Business and Infrastructure Jobs Tax Act of 2010 - Discussed the potential inclusion of 401(k) fee disclosure and pension funding relief provisions within the bill. Ultimately, these provisions were not included in the legislation. Restoring American Financial Stability Act of 2010 - Lobbied for support of the bill and to preserve consumer and investor protections, preserve states authority to enforce consumer protection laws and CFPA's authority to enforce rules it adopts.
Surface Transportation Authorization Act of 2010 - Discussion of House Transportation and Infrastructure Committee legislation to provide a five-year reauthorization of the expiring SAFTEA-LU legislation. 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. (no bill) S.584/H.R.1443 Complete Streets Act of 2009 - 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 potential users of all ages and abilities to travel safely and conveniently. H.R. 3355, Older Driver and Pedestrian Safety and Roadway Enhancement Act of 2009 - Lobbied for legislation to create a federal funding program for States to implement federal safety design recommendations at roads and intersections with a high incidence of traffice accidents and fatalities involving older drivers and pedestrians. Senior Para-transit legislation - Discussion of proposed legislation to reauthorize, increase capital funding and provide operating subsidy funding for the Department of Transportation Sec.5310 special needs transportation program for seniors and persons with disabilities.(no bill) Transportation, HUD and related agencies Appropriations bill for FY 2011 - Lobbied for senior transit and various housing programs. (no bill)
HR 2454, American Clean Energy and Security Act - Discussion of AARP's concern that any approach creating a national cap and trade program for carbon emission reduction include provisions assuring that revenues from sales of emission allowances be used to mitigate cost increases for electricity ratepayers generally and provide additional assistance to low-income and fixed-income households to help defray higher utilities costs. Discussion of possible introduction as separate legislation an expanded proposal, similar to language included as an amendment to HR 2454, to create an independent Office of Consumer Advocate in the Federal Energy Regulatory Commission to represent residential utilities ratepayers in FERC proceedings and rule making (no bill). S.1733 Clean Energy Jobs and American Power Act - Discussed inclusion of low-income and consumer protection language in bill. S.2877 CLEAR Act (Carbon Limits and Energy for America's Renewal) - Lobbied to include provisions in the bill to protect rate payers and low income households. Labor, HHS, Education and related agencies appropriations bill for FY 2010 - Lobbied for funding for SSA, Older Americans Act programs, Lifespan Respite Care Act, Nursing Education/Workforce Development, National Corporation for Community Service (Kennedy Serve America Act), among other items, LIHEAP, and weatherization. (no bill)
H. R. 1728, Mortgage Reform and Anti-Predatory Lending Act - Discussed proposed Duty of Care Standards for mortgage originators, the adequacy of proposed enforcement and the need for, and applicability of such standards for reverse mortgages. Discussed legislation to be introduced to enhance current protections for borrowers and prospective borrowers of FHA-insured Home Equity Conversion Mortgages (HECM) and provide for new disclosure, marketing and underwriting standards for non-HECM reverse mortgages. (no bill) S. 118 Supportive Housing for the Elderly Act - Discussed legislation to provide for rehabilitation of existing rental housing units constructed under the HUD Section 202 housing program and to allow greater flexibility in combining HUD rehabilitation funding with other sources of funding. H.R. 1408 Inclusive Home Design Act of 2009 - Discussed legislation to require all newly constructed and federally-assisted single-family house to meet minimum standards of accessibility and visitability by persons with disabilities. Home Equity Conversion Mortgage Program Amendments - Discussed draft amendments to upcoming housing legislation to change calculation of premium costs relating to reverse mortgages for manufactured housing units on fixed foundations under HUD's Home Equity Conversion Mortgage program (no bill). Transportation, HUD and related agencies appropriations bill for FY 2011 - Lobbied for HECM credit subsidy, senior housing construction and rental assistance, and senior transit programs. (no bill) H.R. 529/S.365, Nationwide Mortgage Fraud Taskforce Act of 2009 - Discussed establishing taskforce in Department of Justice. Disucssed proposed legislation to update program requirements and enhance consumer protections fore borrowers of Home Equity conversion Mortgages (no bill).
Filing targets: Administration on Aging, Centers For Medicare and Medicaid Services (CMS), Commerce, Dept of (DOC), Energy, Dept of, Federal Communications Commission (FCC), Food & Drug Administration (FDA), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Labor, Dept of (DOL), Office of Management & Budget (OMB), Office of Personnel Management (OPM), Office of the Vice President of the United States, SENATE, Securities & Exchange Commission (SEC), Social Security Administration (SSA), Transportation, Dept of (DOT), Treasury, Dept of, White House Office
Discussed AARP criteria for a federal role in the regulation of insurance.(no bill) H.R. 3590, Patient Protection and Affordability Care Act - Lobbied in support of health care legislation to reform the health care system to provide affordable quality health care and expand access to long-term services and supports. H.R. 3200, America's Affordable Health Choices Act/S. 1679, Americas Health Choices Act/S.1796, America's Healthy Future Act - Discussed need for affordable quality healthcare, delivery system reform, ending age discrimination in the health ending rating by health condition or any proxy, insurance industry, closing the doughnut hole, creating a pathway for generic biologics, allowing and funding states to provide home and community based services, creating a transitional benefit establishing CLASS program or other transitional care provisions in medicare and expanding the asset limit to qualify for low-income programs in medicare. H.R. 4872, Health Care and Education Reconciliation Act - Lobbied in support of health care legislation which makes improvements, such as closing the Part D coverage gap, in the Patient Protection and Affordable Care Act.
H.R. 2847 Commerce, Justice, Science Appropriations bill for FY 2010 - Lobbied in support of funding for various agencies within bill's jurisciction, including the Legal Services Corporation, Census Bureau, and the National Telecommunications and Information Administration. Discussed with officials of the FCC agency actions or proposals relating to wireless telephone service, smart grid development and national broadband plan affordability (no bill).
HR 2454, American Clean Energy and Security Act - Discussion of AARP's concern that any approach creating a national cap and trade program for carbon emission reduction include provisions assuring that revenues from sales of emission allowances be used to mitigate cost increases for electricity ratepayers generally and provide additional assistance to low-income and fixed-income households to help defray higher utilities costs. Discussion of possible introduction as separate legislation an expanded proposal, similar to language included as an amendment to HR 2454, to create an independent Office of Consumer Advocate in the Federal Energy Regulatory Commission to represent residential utilities ratepayers in FERC proceedings and rule making (no bill). S.1733 Clean Energy Jobs and American Power Act - Discussed inclusion of low-income and consumer protection language in bill. S.2877 CLEAR Act (Carbon Limits and Energy for America's Renewal) - Lobbied to include provisions in the bill to protect rate payers and low income households. Labor, HHS, Education and related agencies appropriations bill for FY 2010 - Lobbied for funding for SSA, Older Americans Act programs, Lifespan Respite Care Act, Nursing Education/Workforce Development, National Corporation for Community Service (Kennedy Serve America Act), among other items, LIHEAP, and weatherization. (no bill)
H. R. 1728, Mortgage Reform and Anti-Predatory Lending Act - Discussed proposed Duty of Care Standards for mortgage originators, the adequacy of proposed enforcement and the need for, and applicability of such standards for reverse mortgages. Discussed legislation to be introduced to enhance current protections for borrowers and prospective borrowers of FHA-insured Home Equity Conversion Mortgages (HECM) and provide for new disclosure, marketing and underwriting standards for non-HECM reverse mortgages. (no bill) S. 118 Supportive Housing for the Elderly Act - Discussed legislation to provide for rehabilitation of existing rental housing units constructed under the HUD Section 202 housing program and to allow greater flexibility in combining HUD rehabilitation funding with other sources of funding. H.R. 1408 Inclusive Home Design Act of 2009 - Discussed legislation to require all newly constructed and federally-assisted single-family house to meet minimum standards of accessibility and visitability by persons with disabilities. Home Equity Conversion Mortgage Program Amendments - Discussed draft amendments to upcoming housing legislation to change calculation of premium costs relating to reverse mortgages for manufactured housing units on fixed foundations under HUD's Home Equity Conversion Mortgage program (no bill). Transportation, HUD and related agencies appropriations bill for FY 2011 - Lobbied for HECM credit subsidy, senior housing construction and rental assistance, and senior transit programs. (no bill) H.R. 529/S.365, Nationwide Mortgage Fraud Taskforce Act of 2009 - Discussed establishing taskforce in Department of Justice. Disucssed proposed legislation to update program requirements and enhance consumer protections fore borrowers of Home Equity conversion Mortgages (no bill).
H.R. 946, the Plain Language Act of 2009-Lobbied for the use of plain language in communications between the federal government and the public. Discussed suitability of sale of annuities (no bill). H.R. 1705/S. 566, the Financial Product Safety Commission of Act of 2009 - Lobbied for support for the bills. Discussed financial regulatory reforms, including consumer and investor protections, a potential systemic risk regulator, and consolidation of agencies (no bill). H.R. 3126, the Consumer Financial Protection Agency Act of 2009 - Lobbied to preserve states' authority to adopt and apply consumer protection laws, preserve state Attorney Generals' authority to enforce consumer protection laws, and preserve CFPA's authority to endorce rules it adopts. H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act of 2009 - Lobbied for increased transparency of 401(k) fees paid for by plan participants. H.R. 1988, Conflicted Investment Advice Prohibition Act of 2009 - Lobbied to ensure that individually directed account plan participants received investment advice from qualified advisors who are free from financial conflicts of interests. H.R. 2779, Defined Contribution Plan Fee Transparency Act of 2009 - Lobbied for increased transparency of 401(k) fees paid for by plan participants. H.R. 2989, 401(k) Fair Disclosure and Pension Security Act of 2009 - Lobbied for increased transparency of 401(k) fees paid for by plan participants and to ensure that individually directed account plan participants received investment advice from qualified advisors who are free from financial conflicts of interests. H.R. 3936 - Preserve Benefits and Jobs Acts of 2009 - Discussed need for pension funding relief in light of the combined impact of the U.S. recession and the funding requirements of the 2006 Pension Protection Act. S. 2832, Lifetime Income Disclosure Act - Lobbied in support of this legislation, which would provide individuals a better understanding of the lifetime 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.R. 4173, the Wall Street Reform and Consumer Protection Act of 2009 - Lobbied in favor of financial regulatory reforms, including consumer and investor protections, a potential systemic risk regulator, and consolidation of agencies. H.R. 4849, the Small Business and Infrastructure Jobs Tax Act of 2010 - Discussed the potential inclusion of 401(k) fee disclosure and pension funding relief provisions within the bill. Ultimately, these provisions were not included in the legislation. Restoring American Financial Stability Act of 2010 - Lobbied for support of the bill and to preserve consumer and investor protections, preserve states authority to enforce consumer protection laws and CFPA's authority to enforce rules it adopts.
Labor, HHS, Education and related agencies appropriations bill for FY 2011 - Lobbied for funding for SSA, Older Americans Act programs. Lifespan Respite Care Act, Nursing Education/Workforce Development, National Corporation for Community Service (Kennedy Serve America Act), among other items, LIHEAP and weatherization. (no bill) House Amendment to Senate Amendment to H.R.2847 - "Jobs for Main Street Act" - Discussed redirection of some TARP funds to extend unemployment insurance and COBRA eligibility and FMAP assistance to state governments. H.R. 4691, Temporary Extension Act of 2010 - Lobbied for extension of UI benefits. H.R. 4899, Disaster Relief and Summer Jobs Act of 2010 - Lobbied for inclusion of other non-defense discretionary funding levels for FY 2011.
S.906/H.R. 3551, Senior Investment Protection Act - Lobbied to reduce fraudulent marketing materials of financial products. H.R. 4173, the Wall Street Reform and Consumer Protection Act of 2009 - Lobbied in favor of financial regulatory reforms, including consumer and investor protections, a potential systemic risk regulator, and consolidation of agencies. Restoring American Financial Stability Act of 2010 - Lobbied for support of the bill and to preserve consumer and investor protections, preserve states authority to enforce consumer protection laws and CFPA's authority to enforce rules it adopts. (no bill)
Filing targets: Administration on Aging, Centers For Medicare and Medicaid Services (CMS), Commerce, Dept of (DOC), Energy, Dept of, Federal Communications Commission (FCC), Food & Drug Administration (FDA), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Labor, Dept of (DOL), Office of Management & Budget (OMB), Office of Personnel Management (OPM), Office of the Vice President of the United States, SENATE, Securities & Exchange Commission (SEC), Social Security Administration (SSA), Transportation, Dept of (DOT), Treasury, Dept of, White House Office
S.61, Helping Families Save Their Homes in Bankruptcy Act of 2009, S.896, Helping Families Save Their Homes Act of 2009 - Discussed legislation to amend the Bankruptcy Code to permit changes in the terms of mortgages for a debtor's primary residence in Chapter 13 proceedings. H.R. 1728 Mortgage Reform and Anti-Predatory Lending Act - Discussed proposed Duty of Care standards for mortgage originators, the adequacy of proposed enforcement and the need for, and applicability of such standards for reverse mortgages. Discussed legislation to be introduced to enhance current protections for borrowers and prospective borrowers of FHA-insured Home Equity Conversion Mortgages (HECM) and provide for new disclosure, marketing and underwriting standards for non-HECM reverse mortgages. (no bill) S. 118 Supportive Housing for the Elderly Act - Discussed legislation to provide for rehabilitation of existing rental housing units constructed under the HUD Section 202 housing program and to allow greater flexibility in combining HUD rehabilitation funding with other sources of funding. S. 117 Forclosure Rescue Fraud Act of 2009 - Discussed legislation to protect homeowners facing foreclosure from foreclosure consultant frauds that result in excessive fees, shifting of ownership or liens in a home, or other loss to the homeowner. H.R. 1408 Inclusive Home Design Act of 2009 - Discussed legislation to require all newly constructed and federally-assisted single-family house to meet minimum standards of accessibility and visitability by persons with disabilities. Home Equity Conversion Mortgage Program Amendments - Discussed draft amendments to upcoming housing legislation to change calculation of premium costs relating to reverse mortgages for manufactured housing units on fixed foundations under HUD's Home Equity Conversion Mortgage program (no bill). H.R. 3288, Transportation, HUD and related agencies appropriations bill for FY 2010 - Lobbied for HECM credit subsidy, senior housing construction and rental assistance, and senior transit programs. H.R.529/S.365, Nationwide Mortgage Fraud Taskforce Act of 2009 - Discussed establishing taskforce in Deaprtment of Justice. Discussed proposed legislation to update program requirements and enhance consumer protections for borrowers of Home Equity conversion Mortgages (no bill).
Surface Transportation Authorization Act of 2009 - Discussion of House Transportation and Infrastructure Committee legislation to provide a five-year reauthorization of the expiring SAFTEA-LU legislation. 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. (no bill) S.584/H.R.1443 Complete Streets Act of 2009 - 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 potential users of all ages and abilities to travel safely and conveniently. H. R. 3355 Older Driver and Pedestrian Safety and Roadway Enhancement Act of 2009 - Lobbied for legislation to create a federal funding program for States to implement federal safety design recommendations at roads and intersections with a high incidence of traffice accidents and fatalities involving older drivers and pedestrians. Senior Para-transit legislation - Discussion of proposed legislation to reauthorize, increase capital funding and provide operating subsidy funding for the Department of Transportation Sec.5310 special needs transportation program for seniors and persons with disabilities.(no bill) H. R. 3288, Transportation, HUD and related agencies Appropriations bill for FY 2010 - Lobbied for senior transit and various housing programs.
Discussed AARP's 2009 Advocacy Agenda with members of Congress and their staff. (No bill) H.R.946/S.574 Plain Language Act - Discussed using plain language in financial disclosure H.R.2847 Commerce, Justice, Science Appropriations bill for FY 2010-Lobbied in support of funding for various agencies with bill's jurisdiction, including the Legal Services Corporation, Census Bureau, and the Telecommunications and Information Administration (DTV converter box coupon and outreach services). H.R.2920 Statutory Pay-As-You-Go Act - Discussed legislation. Discussed proposal to create a House Special Committee on Aging to mirror the Senate Special Committee on Aging (no bill number).
S.906/H.R. 3551, Senior Investment Protection Act - Lobbied to reduce fraudulent marketing materials of financial products. H.R. 4173, the Wall Street Reform and Consumer Protection Act of 2009 - Lobbied in favor of financial regulatory reforms, including consumer and investor protections, a potential systemic risk regulator, and consolidation of agencies.
Filing targets: Centers For Medicare and Medicaid Services (CMS), Commerce, Dept of (DOC), Energy, Dept of, Federal Communications Commission (FCC), Food & Drug Administration (FDA), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Labor, Dept of (DOL), Office of Management & Budget (OMB), Office of the Vice President of the United States, SENATE, Securities & Exchange Commission (SEC), Social Security Administration (SSA), Transportation, Dept of (DOT), Treasury, Dept of, White House Office
S.906/H.R. 3551, Senior Investment Protection Act - Lobbied to reduce fraudulent marketing materials of financial products. H.R. 4173, the Wall Street Reform and Consumer Protection Act of 2009 - Lobbied in favor of financial regulatory reforms, including consumer and investor protections, a potential systemic risk regulator, and consolidation of agencies.
H.R. 946, the Plain Language Act of 2009-Lobbied for the use of plain language in communications between the federal government and the public. Discussed suitability of sale of annuities (no bill). H.R. 1705/S. 566, the Financial Product Safety Commission of Act of 2009 - Lobbied for support for the bills. Discussed financial regulatory reforms, including consumer and investor protections, a potential systemic risk regulator, and consolidation of agencies (no bill). H.R. 3126, the Consumer Financial Protection Agency Act of 2009 - Lobbied to preserve states' authority to adopt and apply consumer protection laws, preserve state Attorney Generals' authority to enforce consumer protection laws, and preserve CFPA's authority to endorce rules it adopts. H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act of 2009 - Lobbied for increased transparency of 401(k) fees paid for by plan participants. H.R. 1988, Conflicted Investment Advice Prohibition Act of 2009 - Lobbied to ensure that individually directed account plan participants received investment advice from qualified advisors who are free from financial conflicts of interests. H.R. 2779, Defined contribution Plan Fee Transparency Act of 2009 - Lobbied increased transparency of 401(k) fees paid for by plan participants. H.R. 2989, 401(k) Fair Disclosure and Pension Security Act of 2009 - Lobbied for increased transparency of 401(k) fees paid for by plan participants and to ensure that individually directed account plan participants received investment advice from qualified advisors who are free from financial conflicts of interests. H.R. 3936 - Preserve Benefits and Jobs Acts of 2009 - Discussed the implications of this legislation pertaining to pension funding relief in light of the combined impact of the U.S. recession and the funding requirements of the 2006 Pension Protection Act. S. 2832, Lifetime Income Disclosure Act - Wrote letter of support for this legislation, which would provide individuals a better understanding of the lifetime 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 lifetime annuity. H.R. 4173, the Wall Street Reform and Consumer Protection Act of 2009 - Lobbied in favor of financial regulatory reforms, including consumer and investor protections, a potential systemic risk regulator, and consolidation of agencies.
S.61, Helping Families Save Their Homes in Bankruptcy Act of 2009, S.896, Helping Families Save Their Homes Act of 2009 - Discussed legislation to amend the Bankruptcy Code to permit changes in the terms of mortgages for a debtor's primary residence in Chapter 13 proceedings. H.R. 1728 Mortgage Reform and Anti-Predatory Lending Act - Discussed proposed Duty of Care standards for mortgage originators, the adequacy of proposed enforcement and the need for, and applicability of such standards for reverse mortgages. Discussed legislation to be introduced to enhance current protections for borrowers and prospective borrowers of FHA-insured Home Equity Conversion Mortgages (HECM) and provide for new disclosure, marketing and underwriting standards for non-HECM reverse mortgages. (no bill) S. 118 Supportive Housing for the Elderly Act - Discussed legislation to provide for rehabilitation of existing rental housing units constructed under the HUD Section 202 housing program and to allow greater flexibility in combining HUD rehabilitation funding with other sources of funding. S. 117 Forclosure Rescue Fraud Act of 2009 - Discussed legislation to protect homeowners facing foreclosure from foreclosure consultant frauds that result in excessive fees, shifting of ownership or liens in a home, or other loss to the homeowner. H.R. 1408 Inclusive Home Design Act of 2009 - Discussed legislation to require all newly constructed and federally-assisted single-family house to meet minimum standards of accessibility and visitability by persons with disabilities. Home Equity Conversion Mortgage Program Amendments - Discussed draft amendments to upcoming housing legislation to change calculation of premium costs relating to reverse mortgages for manufactured housing units on fixed foundations under HUD's Home Equity Conversion Mortgage program (no bill). H.R. 3288, Transportation, HUD and related agencies appropriations bill for FY 2010 - Lobbied for HECM credit subsidy, senior housing construction and rental assistance, and senior transit programs. H.R.529/S.365, Nationwide Mortgage Fraud Taskforce Act of 2009 - Discussed establishing taskforce in Deaprtment of Justice. Discussed proposed legislation to update program requirements and enhance consumer protections for borrowers of Home Equity conversion Mortgages (no bill).
Surface Transportation Authorization Act of 2009 - Discussion of House Transportation and Infrastructure Committee legislation to provide a five-year reauthorization of the expiring SAFTEA-LU legislation. 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. (no bill) S.584/H.R.1443 Complete Streets Act of 2009 - 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 potential users of all ages and abilities to travel safely and conveniently. H. R. 3355 Older Driver and Pedestrian Safety and Roadway Enhancement Act of 2009 - Lobbied for legislation to create a federal funding program for States to implement federal safety design recommendations at roads and intersections with a high incidence of traffice accidents and fatalities involving older drivers and pedestrians. Senior Para-transit legislation - Discussion of proposed legislation to reauthorize, increase capital funding and provide operating subsidy funding for the Department of Transportation Sec.5310 special needs transportation program for seniors and persons with disabilities.(no bill) H. R. 3288, Transportation, HUD and related agencies Appropriations bill for FY 2010 - Lobbied for senior transit and various housing programs.
Filing targets: Centers For Medicare and Medicaid Services (CMS), Commerce, Dept of (DOC), Energy, Dept of, Federal Communications Commission (FCC), Food & Drug Administration (FDA), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Labor, Dept of (DOL), Office of Management & Budget (OMB), Office of the Vice President of the United States, SENATE, Securities & Exchange Commission (SEC), Social Security Administration (SSA), Transportation, Dept of (DOT), Treasury, Dept of, White House Office