KEVIN DONNELLAN

Discussed efforts to include harmful prescription drug policies in NAFTA with House and Senate staff. H.R. 2212/ S. 974, CREATES Act - Discussed support of bill. H.R. 2439/S.1131, FAIR Drug Pricing Act - Discussed support of bill. S. 124, The Preserve Access to Affordable Generics Act - Discussed support of bill. Part D Deal in Bipartisan Budget Act, Met with House offices to reiterate our support for the deal; sent multiple letters to House and Senate leadership; discussed support for the deal with House and Senate staff. Discussed the Presidents Prescription Drug Blueprint and RFI. S. 1091, the Supporting Grandparents Raising Grandkids Act - Advocated for passage of bill. S. 2553, Know the Lowest Price Act - Endorsed legislation. S.2554, Patient Right to Know Act - Endorsed legislation. Discussed opioid abuse legislation to address opioid abuse and misuse. Discussed possible ways to improve Medicare Part D. Discussed Rx Price Watch Reports and the impact of high drug costs. Discussed drug pricing reforms AARP supports, including secretarial negotiation, importation, reducing exclusivity for biologics, and ending pay-for-delay deals. Discussed family caregiving, opioids, and Supporting Grandparents Raising Grandchildren Act (P.L. 115-196, S. 1091/H.R. 3105).

H.R. 5961/S. 2976, Agriculture-Rural Development & Related Agencies bill for FY 2019, H.R. 5952/S. 3072, Commerce, Science & Justice Appropriations bill for FY 2019, H.R. 5895/S. 2975, Energy & Water Appropriation bill for FY 2019, H.R. 6258/S. 3107, Financial Services & General Government Appropriations bill for FY 2019, H.H. 5895/S. 3024, Military Construction, the Department of Veterans Affairs Appropriations bill for FY 2019, S. 3158, Labor-HHS Appropriations bill for FY 2019, and H.R. 6072/S. 3023, Transportation-HUD Appropriations bill for FY 2019 - Lobbied to protect funding levels for federal programs which provide health care, nutrition, housing, energy assistance, legal aid and retirement security.

S. 1028/H.R.3759, P.L. 115-119, RAISE Family Caregivers Act - Discussed RAISE Family Caregivers Act implementation, Older Americans Act; social isolation (shared report and related invitation to an event); and homelessness/housing for older adults (shared related research and resources). (HHS ASPE) S. 1028/H.R.3759, P.L. 115-119, RAISE Family Caregivers Act - Discussed Senate consideration of the bill, thanked House and Senate offices, discussed implementation and letter to HHS on implementation. (House and Senate) Discussed the Assisting Caregivers Today (ACT) Caucus, abuse in nursing homes, long-term care facility arbitration, long-term care ombudsman program, and elder financial abuse. Responded to inquiry on family caregivers of people with mental health needs and mental health education programs. (no bill number) (Senate) S.1151/H.R. 2505, Credit for Caring Act - Discussed the legislation and next steps. H.R. 3493, Care Corps Demonstration Act of 2017 - Discussed this legislation in response to an inquiry. (Senate) Provided ideas on possible long-term services and supports briefing speakers. (no bill number) (Senate) Responded to inquiry on family caregiving and retirement security. (GAO) S. 218/H.R. 624, P.L. 115-59, Social Security Number Fraud Prevention Act; S. 223/H.R. 3758, Senior Safe Act; H.R. 2721, Seniors Tax Simplification Act; S. 547, Senior Financial Empowerment Act - Discussed AARPs support for these bills and provided family caregiving resources. H.R. 1625, Consolidated Appropriations Act for FY 2018, (P.L. 115-141), H.R.3354, Interior and Environment, Agriculture and Rural Development, Commerce, Justice, Science, Financial Services and General Government, Homeland Security, Labor, Health and Human Services, Education, State and Foreign Operations, Transportation, Housing and Urban Development, Defense, Military Construction and Veterans Affairs, Legislative Branch, and Energy and Water Development Appropriations Act, 2018, H.J.R. 123, Further Continuing Appropriations Act, 2018, H.J. Res. 99 (P.L. 115-30), H.R. 244, Consolidated Appropriations Act 2017 (P.L. 115-31), (H.R. 3268 & S. 1603) Agriculture-Rural Development & Related Agencies bill for FY 2018, Labor-HHS Appropriations bill for FY 2018 (H.R. 3358 & S. 1771), Transportation-HUD Appropriations bill for FY 2018 (H.R. 3353 & S. 1655), and Energy & Water Appropriation bill for FY 2018 (H.R. 3266 & S. 1609) - Lobbied in support of funding for various programs, including Social Security administrative expenses, senior nutrition (Commodity Supplemental Food program and Older Americans Act Title III), caregiving, energy assistance, supportive services, housing and volunteer community service programs.

Discussed changes to the Part D program included in the Bipartisan Budget Act with House and Senate staff. Submitted letters to the Senate Finance Committee and the House Ways and Means Committee detailing AARP's thoughts and priorities related to the opioid epidemic. Discussed legislation related to the opioid epidemic with House and Senate staff. S. 1091, Supporting Grandparents Raising Grandkids Act - Sent letter of support to the Senate HELP Committee. S.1091, Supporting Grandparents Raising Grandkids Act - Discussed support for this legislation with House and Senate staff. S.AMDT to H.R. 1625, Consolidated Appropriations Act of 2018 - Discussed matters related to Affordable Care Act stabilization language that was being proposed for inclusion. Discussed support for medical expense deduction. H.R. 1625, Consolidated Appropriations Act for FY 2018, (P.L. 115-141), H.R.3354, Interior and Environment, Agriculture and Rural Development, Commerce, Justice, Science, Financial Services and General Government, Homeland Security, Labor, Health and Human Services, Education, State and Foreign Operations, Transportation, Housing and Urban Development, Defense, Military Construction and Veterans Affairs, Legislative Branch, and Energy and Water Development Appropriations Act, 2018, H.J.R. 123, Further Continuing Appropriations Act, 2018, H.J. Res. 99 (P.L. 115-30), H.R.244, Consolidated Appropriations Act 2017 (P.L. 115-31), (H.R. 3358 & S. 1771) Labor-HHS Appropriations bill for FY 2018 and Transportation-HUD Appropriations bill for FY 2018 - Lobbied in support of increased funding for CMS' state survey and certification program and opposition to hostile policy riders re: Patient Protection and Affordable Care Act, and various related medical care research and supportive services.

S. 2076/H.R. 4256, Building Our Largest Dementia (BOLD) Infrastructure for Alzheimers Act - Discussed bill, home and community-based services, and nursing home quality. Shared AARPs comment letter to CMS on the CMMI RFI (no bill number). H.R. 3778, Direct Creation, Advancement, and Retention of Employment (CARE) Opportunity Act - Discussed feedback on the bill. S. 1977/H.R. 3590, Seniors Tax Hike Prevention Act of 2017 - Discussed passage and importance of 7.5% threshold for medical expense deductions. Discussed implications and importance of Alexander/Murray stabilization proposal on health insurance markets. S. 1835, Lower Premiums Through Reinsurance Act of 2017 - Discussed reinsurance legislation and impact on health insurance enrollee premiums and markets. H.R. 4695, Bipartisan Market Stabilization and Innovation Act of 2017 - Discussed implications on older Americans with bill sponsor. Discussed general strategies and proposals to improve and build upon the Patient Protection and Affordable Care Act. Discussed nutrition programs including the Supplemental Nutrition Assistance Program (SNAP). H.R. 3354, Omnibus Appropriations Act, 2018, H.R. 1370, H.J.R. 123, Further Continuing Appropriations Act, 2018, H.J. Res. 99 (P.L. 115-30), H.R.244, Consolidated Appropriations Act 2017 (P.L. 115-31), (H.R. 3358 & S. 1771) Labor-HHS Appropriations bill for FY 2018 and Transportation-HUD Appropriations bill for FY 2018 - Lobbied in support of increased funding for CMS' state survey and certification program and opposition to hostile policy riders re: Patient Protection and Affordable Care Act, and various related medical care research and supportive services.

H.R. 1628, Better Care Reconciliation Act (Senate)/American Health Care Act (House) - Discussed health care reform and opposition to ACA repeal/replace, skinny repeal, and straight repeal amendments (includes S. Amdt. 267, S. Amdt. 270, S. Amdt. 667) because of provisions regarding the age tax/affordability, changes to Medicaid, pre-existing conditions, and Medicare. Shared data on the impact of the legislation, including state data. Discussed priorities for older adults in health care reform legislation. Discussed opposition to Graham-Cassidy health care bill (no bill number). S. 1462, Marketplace Certainty Act - Responded to inquiry re: bill. Discussed support for medical expense deduction and returning the threshold to 7.5%. H.J. Res. 99 (P.L. 115-30), H.R.244, Consolidated Appropriations Act 2017 (P.L. 115-31), (H.R. 3358 & S. 1771) Labor-HHS Appropriations bill for FY 2018 and Transportation-HUD Appropriations bill for FY 2018 - Lobbied in support of increased funding for CMS' state survey and certification program and opposition to hostile policy riders re Patient Protection and Affordable Care Act, and various related medical care research and supportive services.

Discussed demographics and priorities for AARP members and the 50+ population in general. (no bill) Discussed with lawmakers & the Administration to keep Social Security separate from all budget negotiations/deficit reduction measures and opposed proposals for a "Chained CPI"Discussed the Department of Labor's intent to propose new fiduciary duty regulation with Congressional staff. Discussed possible proposals to improve pension rights for participants and reform proposals to improve pension coverage and adequacy. ( no bill) Briefed Congress on AARP's "You've Earned A Say"- A national conversation on the future of Social Security and Medicare with AARP members and all Americans. Lobbied against cuts to Social Security benefits via the adoption of chained CPI to calculate annual cost of living adjustments for Social Security and Veterans benefits, among others. (no bill) S.500, the Keeping Our Social Security Promise Act - Discussed legislation to apply payroll taxes to employment and self-employment taxes to remuneration up to the contribution and benefit base and to remuneration in excess of $250,000. S. 308, the Protecting and Preserving Social Security Act - Discussed legislation to implement the CPI-E for annual Social Security COLA's and to eliminate the cap on maximum taxable wages under Social Security. S.567, the Strengthening Social Security Act - Discussed legislation to implement the CPI-E for annual Social Security COLA's and to eliminate the cap on maximum taxable wages under Social Security. Discussed current and future challenges of Social Security's Representative Payee program. (no bill) Discussed pending DOL regulations of summary documents for 401(k) fee disclosure. (no bill) ERISA fiduciary protections to safeguard the savings of worker investments in retirement accounts. H. R. 1601, the SSI Restoration Act - Signed on to Leadership Council of Aging Organization's (LCAO) endorsement letter on legislation to update aspects of the Supplemental Security Income Program. Lobbied to prevent the inclusion of Social Security, Medicare and Medicaid benefit cuts in any package pertaining to the continuing resolution or the debt ceiling. Discussed retirement bills in draft with multiple staffers. (no bill) Discussed legislation to improve SSA administrative services. (no bill) Letter to Congress and White House staff on the need to update definition of "fiduciary" under ERISA. (no bill) Discussed spousal pension protections. (no bill) Multiemployer Pension Reform Act - Opposed provision granting authority to distressed multiemployer plans to cut accrued pension benefits. (no bill until H.R. 83)H.R. 2229, the Safeguarding Social Security Numbers Act of 2013 - Discussed legislation with Hill staff to establish a universal standard for the truncation of Social Security Numbers to prevent identity theft and fraud. H.R. 2171/S. 1145, the Lifetime Income Disclosure Act - Support for bipartisan legislation to express on annual 401(k) benefit statements the approximate annuity value of the lump sum value of the account. Discussed potential AARP comments to the Department of Labor's Employee Benefits Security Administration's Announcement of Proposed Rulemaking on lifetime income illustrations given to participants in defined contribution pension plans, such as 401(k) and 403(b) plans. (no bill) Discussed with officials from DOL Employee Benefits Security Administration the planned re-proposal of regulations to update the definition of a fiduciary for ERISA covered pension plans. (no bill) H.R. 2374, the Retail Investor Protection Act - Expressed opposition to H.R. 2374 to delay the DOL's planned re-proposal of regulations to update the definition of a fiduciary for ERISA covered pension plans until 60 days after the potential release of similar regulations by the Securities and Exchange Commission. H.R. 2154, the CPI for Seniors Act of 2013 - Discussed legislation to implement a Consumer Price Index for Seniors for calculating annual Social Security cost of living adjustments. Lobbied to prevent inclusion of Medicare, Medicaid, and Social Security benefit cuts and protect vital health, social services, housing and transportation programs in any Deficit Reduction proposals and from enhanced redutions under sequestration. (no bill) H.R. 2374, Labor, HHS and Related Agencies Appropriations bill 2015 - Letter and lobbying in opposition to this bill that would delay or prevent a DOL proposed rulemaking on Fiduciary Duty. Conducted briefings in both House and Senate. Met with DOL officials to urge reissuance of a proposed rule to update fiduciary duty as it applies to ERISA. (no bill) Sent letter to Congress to urge the House and Senate to take steps to avoid default on our national debt and avoid risking benefits for current Social Security and Medicare beneficiaries. (no bill) Sent letter to White House to urging the President to take steps with Congress to avoid default on our national debt and avoid risking benefits for current Social Security and Medicare beneficiaries. (no bill) Lobbied to prevent the inclusion of Social Security, Medicare and Medicaid cuts for the purpose of achieving deficit reduction, a budget agreement, or as a tradeoff for scheduled sequestration cuts or other government spending. (no bill) Submitted testimony to Finance Committee for hearing on December 18th on Social Security. Discussed draft Social Security legislation with several Congressional staffers. (no bill) S. 1979, the USA Retirement Funds Act - Lobbied for additional protections to ensure older workers and retirees pension benefits are fully protected. S. 1970, the Retirement Security Act - Lobbied for additional protections for lower income and other workers to ensure that promised benefits are equitably provided. Sent letter of qualified support. S. 2089, the SSI Restoration Act - AARP considered the need to update and index SSI benefits for inflation. Met with Department of Treasury on pending retirement initiatives. Met with NEC staff on retirement issues. Met with DOL on retirement issues. Met with Administration staff to discuss issuance of proposed rules on Fiduciary duty. Letter to SEC demonstrating the harm from maintaining the suitability standard as opposed to imposing a fiduciary duty on broker/dealers to investors. (no bill) Discussed the need for fiduciary duty and user fees to fund the examination of registered investment advisors. (no bill) Letter to SEC in support of efforts to improve marketing and advertising of target date funds.Sent letter to the Chair and Ranking Member of the Senate Finance Committee in support of rebalancing funding to ensure timely payment of SSDI benefits. S. 2742, Social Security Access Act of 2014 - Sent a letter of support. H.R. 5260, Stop Disability Fraud Act of 2014 - Discussed SSDI legislation. Discussed problems related to the "de-risking" of defined benefit pension plans. Submitted comments to the Department of Labor and related agencies on retirement topics including lifetime income and target date retirement funds.

S.452, Medicare Diabetes Prevention Act - Discussed bill with Senate. Discussed draft language on senior mental health with Senate HELP Committee staff. (no bill) Discussed Medicare Reform (no bill) Discussed Age Rating in the ACA and rate shock. (no bill)Labor, HHS Appropriations bill, 2015-Lobbied on preserving funding for the ACA; defended meaningful use of the ACA. (no bill) Discussed need to increase health information technology quality measurements and access to qualified systems. (no bill) H.R. 1099, To repeal the Prevention and Public Health Fund - Lobbied against the repeal of the Prevention and Public Health Trust Fund, an important component in state and community efforts to prevent illness and promote health. Discussed Pre-existing Condition Insurance Program. (no bill) Discussed Accountable Care Organization and Medical Shared savings. (no bill) Discussed Rate Review. (no bill) Discussed Internal Appeals and External Review Process. (no bill) Discussed Medicare reimbursement issues. Lobbied in support of Medicare physician payment reform. Discussed legislation to make prescription drugs more affordable to older Americans. S. 1416/H.R. 2645 (112th Congress), Medigap Medical Loss Ratio Improvement Act of 2011. Discussed coverage for screening depression and screening and counseling for alcohol misuse. (no bill) Discussed consumer operated and oriented plan programs. (no bill) Discussed standards related to risk adjustment, reinsurance, and risk mitigation as they relate to exchanges. (no bill) H.R.2077, MLR Repeal Act of 2011 - Expressed opposition to the elimination of provision in the Affordable Care Act (P.L. 111-148)Discussed opposition to draft legislation regarding the elimination of grandfathered status. (no bill) Discussed association health plans with DOL, HHS and DOT. (no bill) Discussed quality and care coordination with HHS. (no bill) Discussed Essential Health Benefits with HHS. (no bill) Discussed employer affordability safe harbor. (no bill) Discussed health insurance exchanges - eligibility, enrollment, premium tax credits. (no bill) Discussed Basic Health Plans. (no bill) Discussed Medigap reform. (no bill) Discussed Pre-existing Condition Insurance Program. (no bill) Discussed role of grandfathered plans. (no bill) Discussed reauthorization of the Older Americans Act and other amendments to the OAA. (no bill) Discussed dual eligibles. (no bill) Discussed S.1119, Positive Aging Act of 2013. H.R. 2641, Farm Program bill-Discussed the severed nutrition programs from Farm Bill. S. 562, Seniors Mental Health Access Improvement Act - Discussed the bill for eventual endorsement. Discussed need to suport family caregivers and long-term services and supports. (no bill) Discussed repeal of medical device tax. (no bill) Discussed proposed regulation relating to Medicaid expansion coverage and minimum essential coverage. (no bill) Discussed Affordable Care Act Medicaid expansion issues, including AARP comments on state 1115 waiver proposals to use premium assistance authority to expand Medicaid. (no bill) Discussed Medicare-Medicaid integration efforts and financial alignment demonstrations, other CMS demonstration initiatives. (no bill) H.R.3850/S. 1562, Discussed Older Americans Act reauthorization legislation. H.R.3662, the Mental Health Access Improvement Act - Sent letter of endorsement. H.R.4879, the Research for All Act - Sent letter of endorsement. S.2348, the Removing Barriers to Colorectal Cancer Screening Act - Sent letter of endorsement. Discussed legislation to address health disparities. (no bill) H.R.5294 - Discussed Health Equity & Accountability Act of 2014; no endorsement due to budget implications. H.J. Res. 124, Continuing Appropriations Resolution, 2015 - Lobbied to protect various healthcare programs serving seniors from disproportionate reduction under Continuing Resolution.Discussed FTC participation in state scope of practice issues. Also sent follow-up items for their review. (no bill) Discussed Social Security programs. (no bill) Lobbied against cuts to the health care prevention fund. (no bill) Discussed deficit reduction issues dealing with Medicare and Medicaid including concerns over increasing Medicare's age of eligibility, chained CPI, and cuts to Medicaid. (no bill) Discussed Affordable Care Medicaid expansion issues. Centers for Medicare and Medicaid Services, Center for Medicaid and CHIP Services. Discussed Medicaid reform, Medicare-Medicaid integration efforts and financial alignment demonstrations, other CMS demonstration initiatives. (no bill) Discussed Medicaid expansion implementation, as included in the ACA (P.L. 111-140). Discussed Medicaid including concerns over cuts to Medicaid flexibility and Medicaid structural reforms to. (no bill) Discussed implementation of the Affordable Care Act, its provisions and H.R. 95 to repeal the Patient Protection and Affordable Care Act. Labor, Health and Human Services Appropriations Act, 2015 - Lobbied to protect employment, health and human services and energy assistance programs for seniors, disabled and low income assistance. (no bill) Discussed Affordable Care Act Medicaid expansion issues, including questions related to the use of premium assistance authority to expand Medicaid. (no bill) H.R. 1263, Excellence in Mental Health Act - Discussed the bill for eventual endorsement. Discussed Affordable Care Act Medicaid expansion issues, including AARP comments on state 1115 waiver proposals to use premium assistance authority to expand Medicaid, Centers for Medicare and Medicaid Services, Center for Medicaid and CHIP Services. Discussed perspectives on proposed ideas for legislation to address health disparities with HHS and CMS officials. Discussed H.R. 3717, the Helping Families in Mental Health Crisis Act. Discussed Affordable Care Act Medicaid expansion issues, including AARP comments on state 1115 waiver proposals to use premium assistance authority to expand Medicaid. Centers for Medicare and Medicaid Services, Center for Medicaid and CHIP Services. Discussed Medicare-Medicaid integration efforts and financial alignment demonstrations, other CMS demonstration initiatives. (no bill) Discussed the Convention on the Rights of Persons with Disabilities. (no bill) H.R. 2835/S. 1647, Restoring Access to Medication Act of 2013 - Urged co-sponsorship of these bills. Discussed hospital readmissions. (no bill) Discussed Affordable Care Act Medicaid expansion issues, including AARP comments on state 1115 waiver proposals to use premium assistance authority to expand Medicaid. Discussed Medicare-Medicaid integration efforts and financial alignment demonstrations, other CMS demonstration initiatives. (no bill) H. R. 3850 - Discussed Older Americans Act reauthorization legislation. H.R. 5183, Better Care Act - Discussed legislation with staff regarding the bill. H.R. 5232, Notice of Observation Treatment & Implication for Care Eligibility (Notice Act) - Discussed legislation with staff.

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

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

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

S.452, Medicare Diabetes Prevention Act - Discussed bill with Senate. Discussed draft language on senior mental health with Senate HELP Committee staff. (no bill) Discussed Medicare Reform (no bill) Discussed Age Rating in the ACA and rate shock. (no bill)Lobbied on preserving funding for the ACA; defended meaningful use of the ACA. (no bill) Discussed need to increase health information technology quality measurements and access to qualified systems. (no bill) H.R. 1099, To repeal the Prevention and Public Health Fund - Lobbied against the repeal of the Prevention and Public Health Trust Fund, is an important component in state and community efforts to prevent illness and promote health. Discussed Pre-existing Condition Insurance Program. (no bill) Discussed Accountable Care Organization and Medical Shared savings. (no bill) Discussed Rate Review. (no bill) Discussed Internal Appeals and External Review Process. (no bill) Discussed Medicare reimbursement issues. Lobbied in support of Medicare physician payment reform. Discussed legislation to make prescription drugs more affordable to older Americans. S. 1416/H.R. 2645 (112th Congress), Medigap Medical Loss Ratio Improvement Act of 2011. Discussed coverage for screening depression and screening and counseling for alcohol misuse. (no bill) Discussed consumer operated and oriented plan programs. (no bill) Discussed standards related to risk adjustment, reinsurance, and risk mitigation as they relate to exchanges. (no bill) H.R.2077, MLR Repeal Act of 2011 - Expressed opposition to the elimination of provision in the Affordable Care Act (P.L. 111-148)Discussed opposition to draft legislation regarding the elimination of grandfathered status. (no bill) Discussed association health plans with DOL, HHS and DOT. (no bill) Discussed quality and care coordination with HHS. (no bill) Discussed Essential Health Benefits with HHS. (no bill) Discussed employer affordability safe harbor. (no bill) Discussed health insurance exchanges - eligibility, enrollment, premium tax credits. (no bill) Discussed Basic Health Plans. (no bill) Discussed Medigap reform. (no bill) Discussed Pre-existing Condition Insurance Program. (no bill) Discussed role of grandfathered plans. (no bill) Discussed reauthorization of the Older Americans Act and other amendments to the OAA. (no bill) Discussed dual eligibles. (no bill) Discussed support for H.R. 2181, Safe Foods for Seniors Act of 2013. Discussed S.1119, Positive Aging Act of 2013. H.R. 2641, Farm Program bill-Discussed the severed nutrition programs from Farm Bill.Discussed inviting FTC to participate in a webinar on how they are and can be engaged on state scope of practice issues. Also sent follow-up items for their review. (no bill) Discussed Medicare and Social Security programs. (no bill) Lobbied against cuts to the health care prevention fund. (no bill) Discussed deficit reduction issues dealing with Medicare and Medicaid including concerns over increasing Medicare's age of eligibility, chained CPI, payroll tax holiday extension, and cuts to Medicaid. (no bill) Discussed Affordable Care Medicaid expansion issues. Centers for Medicare and Medicaid Services, Center for Medicaid and CHIP Services. Discussed Medicaid reform, Medicare-Medicaid integration efforts and financial alignment demonstrations, other CMS demonstration initiatives. (no bill) Discussed Medicaid expansion implementation, as included in the ACA (P.L. 111-140). Discussed Medicaid including concerns over cuts to Medicaid flexibility and Medicaid structural reforms to. (no bill) Discussed Medicare-Medicaid integration efforts and financial alignment demonstrations and other CMS demonstration initiatives. (no bill) PL 112-240 of 2012, American Taxpayer Relief Act - Discussed the Commission on Long-Term Care and and service delivery workforce and caregiving, financing and related long-term care issues and data. Discussed implementation of the Affordable Care Act, its provisions and H.R. 95 to repeal the Patient Protection and Affordable Care Act. 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/ H.Con. Res. 25, Concurrent Resolution on the Budget, 2014 - Lobbied to prevent inclusion of Medicare, Medicaid and Social Security benefit cuts and to protect vital health, social services, housing and transportation programs from enhanced reductions from the prior year baseline, and to prevent repeal of certain financial and health care-related regulation. H.R. 1549, Helping Sick Americans Now Act - Discussed cuts to the health care prevention fund. S. 1284, The Labor, Health and Human Services Appropriations Act, 2014 - Lobbied to protect employment, health and human services and energy assistance programs for seniors, disabled and low income assistance. Discussed Affordable Care Act Medicaid expansion issues, including questions related to the use of premium assistance authority to expand Medicaid. (no bill) Discussed Medicare-Medicaid integration efforts and financial alignment demonstrations, other CMS demonstration initiatives. (no bill) H.R. 1263, Excellence in Mental Health Act - Discussed the bill for eventual endorsement. Discussed Affordable Care Act Medicaid expansion issues, including AARP comments on state 1115 waiver proposals to use premium assistance authority to expand Medicaid. (no bill)

S.452, Medicare Diabetes Prevention Act - Discussed bill with Senate. Discussed draft language on senior mental health with Senate HELP Committee staff. (no bill) Discussed Medicare Reform (no bill) Discussed Age Rating in the ACA and rate shock. (no bill)Lobbied on preserving funding for the ACA; defended meaningful use of the ACA. (no bill) Discussed need to increase health information technology quality measurements and access to qualified systems. (no bill) H.R. 1099, To repeal the Prevention and Public Health Fund - Lobbied against the repeal of the Prevention and Public Health Trust Fund, is an important component in state and community efforts to prevent illness and promote health. Discussed Pre-existing Condition Insurance Program. (no bill) Discussed Accountable Care Organization and Medical Shared savings. (no bill) Discussed Rate Review. (no bill) Discussed Internal Appeals and External Review Process. (no bill) Discussed Medicare reimbursement issues. Lobbied in support of Medicare physician payment reform. Discussed legislation to make prescription drugs more affordable to older Americans. S. 1416/H.R. 2645 (112th Congress), Medigap Medical Loss Ratio Improvement Act of 2011. Discussed coverage for screening depression and screening and counseling for alcohol misuse. (no bill) Discussed consumer operated and oriented plan programs. (no bill) Discussed standards related to risk adjustment, reinsurance, and risk mitigation as they relate to exchanges. (no bill) H.R.2077, MLR Repeal Act of 2011 - Expressed opposition to the elimination of provision in the Affordable Care Act (P.L. 111-148)Discussed opposition to draft legislation regarding the elimination of grandfathered status. (no bill) Discussed association health plans with DOL, HHS and DOT. (no bill) Discussed quality and care coordination with HHS. (no bill) Discussed Essential Health Benefits with HHS. (no bill) Discussed employer affordability safe harbor. (no bill) Discussed health insurance exchanges - eligibility, enrollment, premium tax credits. (no bill) Discussed Basic Health Plans. (no bill) Discussed Medigap reform. (no bill) Discussed Pre-existing Condition Insurance Program. (no bill) Discussed role of grandfathered plans. (no bill) Discussed reauthorization of the Older Americans Act and other amendments to the OAA. (no bill) Discussed dual eligibles. (no bill)Discussed inviting FTC to participate in a webinar on how they are and can be engaged on state scope of practice issues. Also sent follow-up items for their review. (no bill) Discussed Medicare and Social Security programs. (no bill) Lobbied against cuts to the health care prevention fund. (no bill) Discussed deficit reduction issues dealing with Medicare and Medicaid including concerns over increasing Medicare's age of eligibility, chained CPI, payroll tax holiday extension, and cuts to Medicaid. (no bill) Discussed Affordable Care Medicaid expansion issues. Centers for Medicare and Medicaid Services, Center for Medicaid and CHIP Services. Discussed Medicaid reform, Medicare-Medicaid integration efforts and financial alignment demonstrations, other CMS demonstration initiatives. (no bill) Discussed Medicaid expansion implementation, as included in the ACA (P.L. 111-140). Discussed Medicaid including concerns over cuts to Medicaid. (no bill) Discussed Medicare-Medicaid integration efforts and financial alignment demonstrations and other CMS demonstration initiatives. (no bill) H.R. 8/PL 112-240 of 2012, American Taxpayer Relief Act - Discussed the establishment of the Commission on Long-Term Care and process related to the Commission. Discussed Senate amendment 99 to H.R. 933, the Consolidated and Further Continuing Appropriations Act (PL 113-6). Also made changes to Commission on Long-Term Care. Discussed implementation of the Affordable Care Act, its provisions and H.R. 95 to repeal the Patient Protection and Affordable Care Act. 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/ H.Con. Res. 25, Concurrent Resolution on the Budget, 2014 - Lobbied to prevent inclusion of Medicare, Medicaid and Social Security benefit cuts and to protect vital health, social services, housing and transportation programs from enhanced reductions from the prior year baseline, and to prevent repeal of certain financial and health care-related regulation. H.R. 1549, Helping Sick Americans Now Act - Discussed cuts to the health care prevention fund. The Labor, Health and Human Services Appropriations Act, 2014 - Lobbied to protect employment, health and human services and energy assistance programs for seniors, disabled and low income assistance. (no bill) Discussed Affordable Care Act Medicaid expansion issues, including questions related to the use of premium assistance authority to expand Medicaid. (no bill) Discussed Medicare-Medicaid integration efforts and financial alignment demonstrations, other CMS demonstration initiatives. (no bill)

S.452, Medicare Diabetes Prevention Act - Discussed bill with Sen. Franken's staff. Discussed draft language on senior mental health with Senate HELP Committee staff. (no bill) Discussed Medicare Reform in meeting with House Energy and Commerce minority staff. (no bill) Discussed Age Rating in the ACA and rate shock in meeting with House Energy and Commerce minority staff. (no bill)Lobbied on preserving funding for the ACA; defended meaningful use of the ACA. (no bill) Discussed need to increase health information technology quality measurements and access to qualified systems. (no bill) H.R. 1099, To repeal the Prevention and Public Health Fund - Lobbied against the repeal of the Prevention and Public Health Trust Fund. This fund is an important component in state and community efforts to prevent illness and promote health. Discussed Pre-existing Condition Insurance Program. (no bill) Discussed Accountable Care Organization and Medical Shared savings. (no bill) Discussed Rate Review. (no bill) Discussed Internal Appeals and External Review Process. (no bill) Discussed Medicare reimbursement issues. Lobbied in support of Medicare physician payment reform. Discussed legislation to make prescription drugs more affordable to older Americans. S. 1416/H.R. 2645 (112th Congress), Medigap Medical Loss Ratio Improvement Act of 2011. Discussed coverage for screening depression and screening and counseling for alcohol misuse. (no bill) Discussed consumer operated and oriented plan programs. (no bill) Discussed standards related to risk adjustment, reinsurance, and risk mitigation as they relate to exchanges. (no bill) H.R.2077, MLR Repeal Act of 2011 - Expressed opposition to the elimination of provision in the Affordable Care Act (P.L. 111-148)Discussed opposition to draft legislation regarding the elimination of grandfathered status. (no bill) Discussed association health plans with DOL, HHS and DOT. (no bill) Discussed quality and care coordination with HHS. (no bill) Discussed Essential Health Benefits with HHS. (no bill) Discussed employer affordability safe harbor. (no bill) Discussed health insurance exchanges - eligibility, enrollment, premium tax credits. (no bill) Discussed Basic Health Plans. (no bill) Discussed Medigap reform. (no bill) Discussed Pre-existing Condition Insurance Program. (no bill) Discussed role of grandfathered plans. (no bill) Discussed reauthorization of the Older Americans Act and other amendments to the OAA. (no bill) Discussed dual eligibles. (no bill) S.3295, the Labor-HHS Appropriations bill for FY 2013 - Lobbied to protect/increase funding for the Social Security Administration, Older Americans Act nutrition, family caregiver & supportive services programs, low income home energy assistance (LIHEAP), and to protect funding for program authorized under the Affordable Care Act, including CMS State Health insurance exchanges, state survey & demonstrations and preventive Care Act, including CMS State Health insurance exchanges, state survey and demonstrations and preventive health. 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. H.R. 963, Discussed, Coordination of Pro Bono Medically Recommended Dental Care Act of 2013.Discussed inviting FTC to participate in a webinar on how they are and can be engaged on state scope of practice issues. Also sent follow-up items for their review. (no bill) Discussed Medicare and Social Security programs. (no bill) Lobbied against cuts to the health care prevention fund. (no bill) Discussed deficit reduction issues dealing with Medicare and Medicaid including concerns over increasing Medicare's age of eligibility, chained CPI, payroll tax holiday extension, and cuts to Medicaid. (no bill) Discussed Affordable Care Medicaid expansion issues. Centers for Medicare and Medicaid Services, Center for Medicaid and CHIP Services. Discussed Medicaid reform, Medicare-Medicaid integration efforts and financial alignment demonstrations, other CMS demonstration initiatives. (no bill) Discussed Medicaid expansion implementation, as included in the ACA (P.L. 111-140). Discussed Medicare and Medicaid including concerns over increasing Medicare's age of eligibility and cuts to Medicaid. (no bill) Discussed Affordable Care Act Medicaid expansion issues. Discussed Medicare-Medicaid integration efforts and financial alignment demonstrations and other CMS demonstration initiatives. (no bill) H.R. 8/PL 112-240 of 2012, American Taxpayer Relief Act - Discussed repeal of CLASS Program and the establishment of the Commission on Long-Term Care. H.R. 8/PL 112-240 of 2012, American Taxpayer Relief Act - Discussed a nomination for appointment to the Commission on Long-Term Care and process related to the Commission. Discussed Senate amendment 99 to H.R. 933, the Consolidated and Further Continuing Appropriations Act (PL 113-6). Also made changes to Commission on Long-Term Care. Discussed implementation of the Affordable Care Act, its provisions and H.R. 95 to repeal the Patient Protection and Affordable Care Act. H.R. 152, Disaster Relief Appropriations Act, 2013 - Lobbied to prevent inclusion of Medicare, Medicaid and Social Security benefit cuts and to protect vital health, social services, housing and transportation programs from enhanced reductions from the prior year baseline, and to prevent repeal of certain financial and health care-related regulation. H.R. 325, Debt Limit Extension - Lobbied to prevent inclusion of Medicare, Medicaid and Social Security benefit cuts and to protect vital health, social services, housing and transportation programs from enhanced reductions from the prior year baseline on bill to suspend the public debt limit through May 18, 2013, and to prevent repeal of certain financial and health care-related regulation. H. R. 933, Consolidated and Further Continuing Appropriations Act, 2013 - Lobbied to protect vital health and social services programs from enhanced reductions from the prior year baseline, and to prevent repeal of certain financial and health care-related regulation. S. Con. Res. 8, Concurrent Resolution on the Budget, 2014 - Lobbied to prevent inclusion of Medicare, Medicaid and Social Security benefit cuts and to protect vital health, social services, housing and transportation programs from enhanced reductions from the prior year baseline, and to prevent repeal of certain financial and health care-related regulation. H.Con. Res. 25, Concurrent Resolution on the Budget, 2014 - Lobbied to prevent inclusion of Medicare, Medicaid and Social Security benefit cuts and to protect vital health, social services, housing and transportation programs from enhanced reductions from the prior year baseline, and to prevent repeal of certain financial and health care-related regulation. Discussed evaluation of the Independence at Home Demonstration and it's implementation (CMS). (no bill)

Provided information on the need for nursing education capacity and the retention of newer and older nurses in the workplace. (no bill) Discussed barriers to care that can result from language differences between providers and patients and/or lack of translation services. (no bill) Lobbied on preserving funding for the ACA; defended meaningful use of the ACA. (no bill) Discussed need to increase health information technology quality measurements and access to qualified systems. (no bill) S. 1019, Hearing Aid Assistance Tax Credit Act - Discussed Hearing Aid Assistance Tax Credit Act which would provide a $500 credit to people of all ages. H.R. 217, To repeal the Prevention and Public Health Fund - Lobbied against the repeal of the Prevention and Public Health Trust Fund. This fund is an important component in state and community efforts to prevent illness and promote health. Discussed Pre-existing Condition Insurance Program. (no bill) Discussed Accountable Care Organization and Medical Shared savings. (no bill) Discussed Rate Review. (no bill) Discussed Internal Appeals and External Review Process. (no bill) Discussed Medicare reimbursement issues. Lobbied in support of Medicare physician payment reform. Discussed legislation to make prescription drugs more affordable to older Americans. S. 1416/H.R. 2645, Medigap Medical Loss Ratio Improvement Act. Discussed Internal Claims, Appeals and external Review Process. (no bill) Discussed HIPAA Privacy Rule Accounting under HITECH Act. (no bill) Discussed coverage for screening depression and screening and counseling for alcohol misuse. (no bill) Discussed consumer operated and oriented plan programs. (no bill) Discussed standards related to risk adjustment, reinsurance, and risk mitigation as they relate to exchanges. (no bill) H.R.2077, MLR Repeal Act of 2011 - Expressed opposition to the elimination of provision in the Affordable Care Act (P.L. 111-148)Discussed opposition to draft legislation regarding the elimination of grandfathered status. (no bill) Discussed association health plans with DOL, HHS and DOT. (no bill) Discussed quality and care coordination with HHS. (no bill) Discussed Essential Health Benefits with HHS. (no bill) Discussed employer affordability safe harbor. (no bill) Discussed health insurance exchanges - eligibility, enrollment, premium tax credits. (no bill) Discussed Basic Health Plans. (no bill) Discussed Medigap reform. (no bill) Discussed Pre-existing Condition Insurance Program. (no bill) Discussed role of grandfathered plans. (no bill) Discussed reauthorization of the Older Americans Act and other amendments to the OAA. (no bill) Discussed dual eligibles. (no bill) S.3295, the Labor-HHS Appropriations bill for FY 2013 - Lobbied to protect/increase funding for the Social Security Administration, Older Americans Act nutrition, family caregiver & supportive services programs, low income home energy assistance (LIHEAP), and to protect funding for program authorized under the Affordable Care Act, including CMS State Health insurance exchanges, state survey & demonstrations and preventive Care Act, including CMS State Health insurance exchanges, state survey and demonstrations and preventive health. 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 Hospital & Critical Access Hospitals Conditions of Participation proposed regulations; requested that advanced practice registered nurses and physicians assistants be allowed the full scope of services in hospital admitting and visiting privileges. (no bill) Discussed Hospital Outpatient Therapeutic Services Final Rule underscoring that advanced practice registered nurses and physicians should be allowed to supervise such outpatient service clinics without physician oversight as long as in line with state scope of practice laws. (no bill) Discussed Medicare GNE demonstration design problems. Discussed inviting FTC to participate in a webinar on how they are and can be engaged on state scope of practice issues. Also sent follow-up items for their review. (no bill) Discussed Medicare and Social Security programs. (no bill) Lobbied against cuts to the health care prevention fund. (no bill) Discussed fiscal cliff issues dealing with Medicare and Medicaid including concerns over increasing Medicare's age of eligibility, chained CPI, payroll tax holiday extension, and cuts to Medicaid. (no bill) Discussed Affordable Care Medicaid expansion issues. Centers for Medicare and Medicaid Services, Center for Medicaid and CHIP Services. Discussed Medicaid reform, Medicare-Medicaid integration efforts and financial alignment demonstrations, other CMS demonstration initiatives. (no bill) Discussed Medicaid expansion implementation, as included in the ACA (P.L. 111-140).

Discussed demographics and priorities for AARP members and the 50+ population in general. (no bill) H.R.4050, Retirement Plan Simplication & Enhancement Act of 2012 - Discussed concerns regarding expansion of electronic disclosures of pension documents and notices. H.R.4348/S.1813, Surface Transportation - Moving Ahead for Progress in the 21st Century Act - Supported addition of provisions to Revenue Provisions section to improve protections for pension participants. Discussion on Automatic IRA proposal to provide automatic individual retirement accounts, funded via payroll deduction, to individuals who work for an employer of a particular size and tenure that do not currently offer a retirement savings vehicle to their employees. (no bill) Discussed Social Security COLA relief. (no bill) H. R. 677/S. 267, Lifetime Income Disclosure Act - Submitted letter of support to the original co-sponsors of the House and Senate versions of the Lifetime Income Disclosure Act. This legislation would provide individulas with a better understanding of the lifemtime value of their 401 (k) plan assets by including in a yearly benefit statement a conversion of their total accrued benefits into a monthly dollar amount as if they had opted to receive a lifetime annuity. H.J. Res.1/S.J. Res.4 - Discussed AARP's concerns about efforts to cutting Social Security benefits as a way of addressing the nation's current budget deficits, including the impact on Social Security of capping spending at a certain level or via balanced budget amendments. S. 1557/H.R. 4049, the Automatic IRA Act of 2011 - Lobbied on legislation to create automatic individual retirement accounts, funded via payroll deduction, to individuals who work for an employer of a particular size and tenure that do not currently offer a retirement savings vehicle to their employees. Discussed S. 1558, the Keeping Our Social Security Promises Act, legislation to apply payroll taxes to remuneration and earnings from self-employment up to the contribution and benefit base and to remuneration in excess of $250,000. Provided an informational briefing on Social Security. S. 1876, Consumer Price Index for Elderly Consumers Act - Supported legislation to change the index used to calculate annual Social Security COLA's from the CPI-W to the CPI-E. H. R. 539, Preserving Our Promise to Seniors Act - Discussed legislation to make changes pertaining to Social Security, including the use of a new CPI-E index for COLA's, and to provide $250 relief payments to beneficiaries. H. R. 3630/Senate Substitute, Middle Class Tax Relief and Job Creation Act of 2011 - Discussed legislation containing an extension or expansion of the current temporary payroll tax holiday. S. 1917/1944, Middle Class Tax Cut Act of 2011 - Discussed legislation containing an extension or expansion of the current temporary payroll tax holiday. S. 1931, Temporary Tax Holiday and Government Reduction Act - Discussed legislation containing an extension or expansion of the current temporary payroll holiday. S. 2252, the Rebuild America Act - Discussed the Social Security and Pensions portions of this wide-ranging legislation designed to "rebuild the American middle class by creating jobs, investing in our future, building opportunity for working families, and restoring balance to the tax code." Discussed various defined benefit/defined contribution pension reform proposals (no bill). Submitted written testimony to the Senate Banking Economic Policy Subcommittee for their March 28, 2012, hearing entitled "Retirement (in) security: Examining the Retirement Savings Deficit." Discussed the Department of Labor's proposed new fiduciary duty regulation with key staff of the Department of Labor's Employee Benefits Security Administration (no bill number). Discussed possible proposals to improve pension rights for participants and reform proposals to improve pension coverage and adequacy. ( no bill) Briefed Congress on AARP's "You've Earned A Say"- A national conversation on the future of Social Security and Medicare with AARP members and all Amerivcans. The goal of this effort is to ensure that Americans have a say in any debate about these programs. Provides Phase1 results and Phase 2 objectives. (no bill) Submitted a letter to the House Judiciary Committee's Subcommittee on Immigration Policy and Enforcement for thsir April 18, 2012, hearing entitled "Document Fraud in Employment Authorization: How an E-Verify Requirement Can Help". (no bill) Discussed the 2012 Social Security Trustees Report. (no bill) Discussed Social Security's Future Systems Technology Advisory Panel (FSTA) with House Ways and Means Committee's Social Security Subcommittee's majority staff for their May 9, 2012, hearing on "the State of Social Security's Information Technology". (no bill) Discussed with GAO the current and future challenges faced by Social Security's Representative Payee program. GAO is undertaking the study to look at the history of the program, current and future challenges to managing the program, and other potential options for managing the program. (no bill) Discussed pending DOL regulations of summary documents for 401(k) fee disclosure. (no bill) H.R. 4609, the Social Security Equality Act - Discussed bill which would authorize the treatment of permanent partnerships between individuals of the same gender as marriage for purposes of determining entitlement to OASDI benefits. Letter sent to Congress expressing AARP's opposition to aditional extensions of the temporary payroll tax holiday. (no bill) Discussed pending DOL regulations on the electronic disclosure of ERISA-covered pension plan documents and related potential or current legislation H.R. 4050, the Retirement Plan Simplification and Enhancement Act. Discussed potential legislation regarding the Social Security Administration's process for closing field offices. (no bill) Discussed Social Security provisions contained within the Rivlin/Domenici Bipartisan Policy Center Debt Reduction Task Force plan as it pertained to the June 19 Senate Finance Committee hearing entitled "Confronting the Looming Fiscal Crisis". (no bill) H.R. 4050, Retirement Plan Simplification and Enhancement Act of 2012 - Discussed concerns regarding expansion of electronic disclosures of pension documents and notices. Sent letter to DOL urging caution on any expansion of electronic disclosures of pension documents and notices. H.R. 4348/S.1813, "MAP-21" Moving Ahead for Progress in the 21st Century Act - Supported the addition of provisions to revenue provisions section to improve protections for pension participants. S.3295, the Labor-HHS Appropriations bill for FY 2013 - Lobbied to protect/increase funding for the Social Security Administration, Older Americans Act nutrition, family caregiver & supportive services programs, low income home energy assistance (LIHEAP), and to protect funding for program authorized under the Affordable Care Act, including CMS State Health insurance exchanges, state survey and demonstrations and preventive health. H.R. 4050, the Retirement Plan Simplification and Enhancement Act - Discussed this legislation with key Hill staff, particularly around the issue of electronic disclosure of ERISA-covered pension plan documents. Discussed Senator Harkin's July 27 report entitled "The Retirement Crisis and a Plan to Solve It," particularly regarding its recommendations for retirement system improvements in the United States. (no bill) Discussed the Department of Labor's proposed new fiduciary duty regulation with key staff of the Department of Labor's Employee Benefits Security Administration. (no bill) Discussed with key staff of the Department of Labor's Employee Benefits Security Administration the issue of electronic disclosure of ERISA-covered pension plan documents. (no bill) Discussed with key staff of the Department of Treasury's Financial Management Service their efforts regarding the March 2013 move away from paper checks to electronic benefit payments for all Social Security beneficiaries. (no bill) Discussed the continuing work of the Department of Treasury's Financial Management Service to move to electronic benefit payments for all Social Security beneficiaries with House Ways and Means Committee's Social Security Subcommittee's majority staff for their September 12, 2012, hearing on "the Direct Deposit of Social Security Benefits". (no bill)

Discussed demographics and priorities for AARP members and the 50+ population in general. (no bill) H.R.4050, Retirement Plan Simplication & Enhancement Act of 2012 - Discussed concerns regarding expansion of electronic disclosures of pension documents and notices. Sent letter to DOL urging caution on any expansion of electronic disclosures of pension documents and notices. H.R.4348/S.1813, Surface Transportation - Moving Ahead for Progress in the 21st Century Act - Supported addition of provisions to Revenue Provisions section to improve protections for pension participants. Discussion on Automatic IRA proposal to provide automatic individual retirement accounts, funded via payroll deduction, to individuals who work for an employer of a particular size and tenure that do not currently offer a retirement savings vehicle to their employees. (no bill) Discussed Social Security COLA relief. (no bill) H. R. 677/S. 267, Lifetime Income Disclosure Act - Submitted letter of support to the original co-sponsors of the House and Senate versions of the Lifetime Income Disclosure Act. This legislation would provide individulas with a better understanding of the lifemtime value of their 401 (k) plan assets by including in a yearly benefit statement a conversion of their total accrued benefits into a monthly dollar amount as if they had opted to receive a lifetime annuity. H.J. Res.1/S.J. Res.4 - Discussed AARP's concerns about efforts to cutting Social Security benefits as a way of addressing the nation's current budget deficits, including the impact on Social Security of capping spending at a certain level or via balanced budget amendments. S. 1557/H.R. 4049, the Automatic IRA Act of 2011 - Lobbied on legislation to create automatic individual retirement accounts, funded via payroll deduction, to individuals who work for an employer of a particular size and tenure that do not currently offer a retirement savings vehicle to their employees. Discussed S. 1558, the Keeping Our Social Security Promises Act, legislation to apply payroll taxes to remuneration and earnings from self-employment up to the contribution and benefit base and to remuneration in excess of $250,000. Provided an informational briefing on Social Security. S. 1876, Consumer Price Index for Elderly Consumers Act - Supported legislation to change the index used to calculate annual Social Security COLA's from the CPI-W to the CPI-E. H. R. 539, Preserving Our Promise to Seniors Act - Discussed legislation to make changes pertaining to Social Security, including the use of a new CPI-E index for COLA's, and to provide $250 relief payments to beneficiaries. H. R. 3630/Senate Substitute, Middle Class Tax Relief and Job Creation Act of 2011 - Discussed legislation containing an extension or expansion of the current temporary payroll tax holiday. S. 1917/1944, Middle Class Tax Cut Act of 2011 - Discussed legislation containing an extension or expansion of the current temporary payroll tax holiday. S. 1931, Temporary Tax Holiday and Government Reduction Act - Discussed legislation containing an extension or expansion of the current temporary payroll holiday. S. 2252, the Rebuild America Act - Discussed the Social Security and Pensions portions of this wide-ranging legislation designed to "rebuild the American middle class by creating jobs, investing in our future, building opportunity for working families, and restoring balance to the tax code." Discussed various defined benefit/defined contribution pension reform proposals (no bill). Submitted written testimony to the Senate Banking Economic Policy Subcommittee for their March 28, 2012, hearing entitled "Retirement (in) security: Examining the Retirement Savings Deficit." Discussed the Department of Labor's proposed new fiduciary duty regulation with key staff of the Department of Labor's Employee Benefits Security Administration (no bill number). Discussed possible proposals to improve pension rights for participants and reform proposals to improve pension coverage and adequacy. ( no bill) Lobbied Congress on AARP's "You've Earned A Say"- A national conversation on the future of Social Security and Medicare with AARP members and all Amerivcans. The goal of this effort is to ensure that Americans have a say in any debate about these programs. Provides Phase1 results and Phase 2 objectives. (no bill) Submitted a letter to the House Judiciary Committee's Subcommittee on Immigration Policy and Enforcement for thsir April 18, 2012, hearing entitled "Document Fraud in Employment Authorization: How an E-Verify Requirement Can Help". (no bill) Discussed the 2012 Social Security Trustees Report. (no bill) Discussed Social Security's Future Systems Technology Advisory Panel (FSTA) with House Ways and Means Committee's Social Security Subcommittee's majority staff for their May 9, 2012, hearing on "the State of Social Security's Information Technology". (no bill) Discussed with GAO the current and future challenges faced by Social Security's Representative Payee program. GAO is undertaking the study to look at the history of the program, current and future challenges to managing the program, and other potential options for managing the program. (no bill) Discussed pending DOL regulations of summary documents for 401(k) fee disclosure. (no bill) H.R. 4609, the Social Security Equality Act - Discussed bill which would authorize the treatment of permanent partnerships between individuals of the same gender as marriage for purposes of determining entitlement to OASDI benefits. Letter sent to Congress expressing AARP's opposition to aditional extensions of the temporary payroll tax holiday. (no bill) Discussed pending DOL regulations on the electronic disclosure of ERISA-covered pension plan documents and related potential or current legislation H.R. 4050, the Retirement Plan Simplification and Enhancement Act. Discussed potential legislation regarding the Social Security Administration's process for closing field offices. (no bill) Discussed Social Security provisions contained within the Rivlin/Domenici Bipartisan Policy Center Debt Reduction Task Force plan as it pertained to the June 19 Senate Finance Committee hearing entitled "Confronting the Looming Fiscal Crisis". (no bill) H.R. 4050, Retirement Plan Simplification and Enhancement Act of 2012 - Discussed concerns regarding expansion of electronic disclosures of pension documents and notices. Sent letter to DOL urging caution on any expansion of electronic disclosures of pension documents and notices. H.R. 4348/S.1813, "MAP-21" Moving Ahead for Progress in the 21st Century Act - Supported the addition of provisions to revenue provisions section to improve protections for pension participants. S.3295, the Labor-HHS Appropriations bill for FY 2013 - Lobbied to protect/increase funding for the Social Security Administration, Older Americans Act nutrition, family caregiver & supportive services programs, low income home energy assistance (LIHEAP), and to protect funding for program authorized under the Affordable Care Act, including CMS State Health insurance exchanges, state survey and demonstrations and preventive health.

Discussed demographics and priorities for AARP members and the 50+ population in general. (no bill) Discussion on Automatic IRA proposal to provide automatic individual retirement accounts, funded via payroll deduction, to individuals who work for an employer of a particular size and tenure that do not currently offer a retirement savings vehicle to their employees. (no bill) Discussed Social Security COLA relief. (no bill) H. R. 677/S. 267, Lifetime Income Disclosure Act - Submitted letter of support to the original co-sponsors of the House and Senate versions of the Lifetime Income Disclosure Act. This legislation would provide individulas with a better understanding of the lifemtime value of their 401 (k) plan assets by including in a yearly benefit statement a conversion of their total accrued benefits into a monthly dollar amount as if they had opted to receive a lifetime annuity. H.J. Res.1/S.J. Res.4 - Discussed AARP's concerns about efforts to cutting Social Security benefits as a way of addressing the nation's current budget deficits, including the impact on Social Security of capping spending at a certain level or via balanced budget amendments. S. 1557/H.R. 4049, the Automatic IRA Act of 2011 - Lobbied on legislation to create automatic individual retirement accounts, funded via payroll deduction, to individuals who work for an employer of a particular size and tenure that do not currently offer a retirement savings vehicle to their employees. Discussed S. 1558, the Keeping Our Social Security Promises Act, legislation to apply payroll taxes to remuneration and earnings from self-employment up to the contribution and benefit base and to remuneration in excess of $250,000. Provided an informational briefing on Social Security. S. 1876, Consumer Price Index for Elderly Consumers Act - Supported legislation to change the index used to calculate annual Social Security COLA's from the CPI-W to the CPI-E. H. R. 539, Preserving Our Promise to Seniors Act - Discussed legislation to make changes pertaining to Social Security, including the use of a new CPI-E index for COLA's, and to provide $250 relief payments to beneficiaries. H. R. 3630/Senate Substitute, Middle Class Tax Relief and Job Creation Act of 2011 - Discussed legislation containing an extension or expansion of the current temporary payroll tax holiday. S. 1917/1944, Middle Class Tax Cut Act of 2011 - Discussed legislation containing an extension or expansion of the current temporary payroll tax holiday. S. 1931, Temporary Tax Holiday and Government Reduction Act - Discussed legislation containing an extension or expansion of the current temporary payroll holiday. Discussed AARP's You've Earned A Say - A national conversation on the future of Social Security and Medicare with AARP memnbers and all Americans. The goal of this effort is to ensure that Americans have a say in any debate about these programs. (no bill) S. 2252, the Rebuild America Act - Discussed the Social Security and Pensions portions of this wide-ranging legislation designed to "rebuild the American middle class by creating jobs, investing in our future, building opportunity for working families, and restoring balance to the tax code." Discussed various defined benefit/defined contribution pension reform proposals (no bill). Submitted written testimony to the Senate Banking Economic Policy Subcommittee for their March 28, 2012, hearing entitled "Retirement (in) security: Examining the Retirement Savings Deficit." Discussed the Department of Labor's proposed new fiduciary duty regulation with key staff of the Department of Labor's Employee Benefits Security Administration (no bill number). Discussed possible proposals to improve pension rights for participants and reform proposals to improve pension coverage and adequacy. ( no bill)

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

Provided information on the need for nursing education capacity and the retention of newer and older nurses in the workplace. (no bill) Discussed barriers to care that can result from language differences between providers and patients and/or lack of translation services. (no bill) H.J.Res 44, H.R. 1599, H.J. Res.79, H.R. 2068, H.R. 2017Labor-Health & Human Services, Education and Related Agencies Appropriations bill for FY2012 - Lobbied for funding for LIHEAP. Sent letters to House and Senate LHHS Subcommittees on funding for SSA Administration, Older Americans Act nutrition, health care delivery reform, CLASS, LIHEAP, Older Americans Act caregiver programs and Medicaid. Pub. Law 111-148 & 111-152 - Discussed implementation of health disparities data collection provisions of the Affordable Care Act. Pub. Law 111-148 & 111-152 - Discussed implementation of health care legislation that would reform the health care system to provide affordable quality health care and expand access to long term care services. Lobbied in support of comparative effectiveness research. (no bill) Discussed need to increase health information technology quality measurements and access to qualified systems. (no bill) S. 1019, Hearing Aid Assistance Tax Credit Act - Discussed Hearing Aid Assistance Tax Credit Act which would provide a $500 credit to people of all ages. H.R. 217, To repeal the Prevention and Public Health Fund - Lobbied against the repeal the Prevention and Public Health Trust Fund. This fund is an important component in state and community efforts to prevent illness and promote health. Discussed Pre-existing Condition Insurance Program. (no bill) Discussed Accountable Care Organization and Medical Shared savings. (no bill) Discussed Rate Review. (no bill) Discussed Internal Appeals and External Review Process. (no bill) Discussed Medicare reimbursement issues. Lobbied in support of Medicare physician payment reform. Discussed legislation to make prescription drugs more affordable to older Americans. S. 159, The Confidence in Long-Term Care Insurance Act - Discussed the Long-Term Insurance Act which improves the consumer protections of LTC insurance policies and make more and better information available to consumers to help them make informed decisions about such policies. H.R. 63, The Long-Term Care Insurance Reform Act - Discussed the Long Term Care Insurance Act which improves the consumer protections of LTC insurance policies and make more and better information available to consumers to help them make informed decisions about such policies. S. 1416/H.R. 2645, Medigap Medical Loss Ratio Improvement Act - Lobbied for bill introduction and helped with crafting. Discussed Internal Claims, Appeals and external Review Process. (no bill) Discussed HIPAA Privacy Rule Accounting under HITECH Act. (no bill) Discussed coverage for screening depression and screening and counseling for alcohol misuse. (no bill) Discussed consumer operated and oriented plan programs. (no bill) Discussed standards related to risk adjustment, reinsurance, and risk mitigation as they relate to exchanges. (no bill) H.R.2077, MLR Repeal Act of 2011 - Expressed opposition to the elimination of provision in the Affordable Care Act (P.L. 111-148)Discussed opposition to draft legislation regarding the elimination of grandfathered status. (no bill) Discussed association health plans with DOL, HHS and DOT. (no bill) Discussed quality and care coordination with HHS. (no bill)

Discussed demographics and priorities for AARP members and the 50+ population in general. (no bill) Discussed concerns about cutting Social Security benefits as a way of addressing the nation's current budget deficits. (no bill) H.J. Res. 44, H. J. Res. 79, H.R. 2068, H. R. 2017, Labor-Health & Human Services, Education and Related Agencies Appropriations for FY 2012 - Lobbied for funding for LIHEAP. Sent letters to House and Senate LHHS Subcommittees on funding for Medicaid SSA, Older Americans Act supportive services, nutrition and family caregiver programs, LIHEAP, CLASS, and healthcare delivery reform and Affordable Care Act implementation. Discussed automatic individual retirement accounts, funded via payroll deduction, to individuals who work for an employer of a particular size and tenure who does not currently offer a retirement vehicle to their employees. (no bill) Discussion on Automatic IRA proposal to provide automatic individual retirement accounts, funded via payroll deduction, to individuals who work for an employer of a particular size and tenure that do not currently offer a retirement savings vehicle to their employees. (no bill) Discussed Social Security COLA relief. (no bill) H. R. 677/S. 267, Lifetime Income Disclosure Act - Submitted letter of support to the original co-sponsors of the House and Senate versions of the Lifetime Income Disclosure Act. This legislation would provide individulas with a better understanding of the lifemtime value of their 401 (k) plan assets by including in a yearly benefit statement a conversion of their total accrued benefits into a monthly dollar amount as if they had opted to receive a lifetime annuity. H.J. Res.1/S.J. Res.4 - Discussed AARP's concerns about efforts to cutting Social Security benefits as a way of addressing the nation's current budget deficits, including the impact on Social Security of capping spending at a certain level or via balanced budget amendments. Submitted written testimony to the Senate Finance Committee for July 26 hearing on the inclusion of Medicare and Medicaid and Social Security in deficit reduction conversations. (no bill) S. 1557, the Automatic IRA Act of 2011 - Lobbied on legislation to create automatic individual retirement accounts, funded via payroll deduction, to individuals who work for an employer of a particular size and tenure that do not currently offer a retirement savings vehicle to their employees. Lobbied Congress on excluding cuts to Social Security from the deficit reduction package being developed by the Joint Select Committee on Deficit Reduction. (no bill) Submitted a written statement to the Department of Labor's ERISA Advisory Council's Working Group's hearing on Hedge Funds and Private Equity Investments on August 31, 2011. (no bill) Submitted written testimony to the House Ways and Means Social Security Subcommittee for their July 8, 2011, hearing on Social Security's Finances. (no bill) Discussed S. 1558, the Keeping Our Social Security Promises Act, legislation to apply payroll taxes to remuneration and earnings from self-employment up to the contribution and benefit base and to remuneration in excess of $250,000. Provided an informational briefing on Social Security.

Discussed demographics and priorities for AARP members and the 50+ population in general. (no bill) Discussed concerns about cutting Social Security benefits as a way of addressing the nation's current budget deficits. (no bill) H.J. Res. 44, Labor-Health & Human Services, Education and Related Agencies Appropriations for FY 2012 - Lobbied for funding for LIHEAP. Sent letters to House and Senate LHHS Subcommittees on funding for Medicaid. Discussed automatic individual retirement accounts, funded via payroll deduction, to individuals who work for an employer of a particular size and tenure who does not currently offer a retirement vehicle to their employees. (no bill) Discussion on Automatic IRA proposal to provide automatic individual retirement accounts, funded via payroll deduction, to individuals who work for an employer of a particular size and tenure that do not currently offer a retirement savings vehicle to their employees. (no bill) Discussed Social Security COLA relief. (no bill) H. R. 677/S. 267, Lifetime Income Disclosure Act - Submitted letter of support to the original co-sponsors of the House and Senate versions of the Lifetime Income Disclosure Act. This legislation would provide individulas with a better understanding of the lifemtime value of their 401 (k) plan assets by including in a yearly benefit statement a conversion of their total accrued benefits into a monthly dollar amount as if they had opted to receive a lifetime annuity. H.J. Res.1/S.J. Res.4 - Discussed AARP's concerns about efforts to cutting Social Security benefits as a way of addressing the nation's current budget deficits, including the impact on Social Security of capping spending at a certain level or via balanced budget amendments. Submitted written testimony to the Senate Finance Committee for 5/4 and 5/10 hearings on the inclusion of Social Security in deficit reduction conversations. (no bill) Submitted written testimony to the House Education and Workforce HELP Subcommittee for a 6/14 hearing on the challenges facing pension plan sponsors, workers and retirees. (no bill)

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

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

H.R.3590, Patient Protection and Affordable Care Act - Lobbied in support of and on implementation of health care legislation that would reform the health care system to provide affordable quality health care and expand access to long-term services and supports. Provided information on the need for nursing education capacity and the retention of newer and older nurses in the workplace (no bill). S.1569/H.R.3185, Medicare Graduate Nursing Education Act - Advocated for modernizing Medicare funding so that nursing education funds are directed to advanced nurse practice programs to help produce more highly-skilled nurses to care for the Medicare population. S. 623/HR 1558, Pre-existing Condition Patient Protection Act of 2009 - Lobbied in support of bill that would prohibit insurers from denying health insurance or delaying coverage for people with pre-existing conditions. H.R. 2778, Health Equity and Accountability through Research Act of 2009 - Lobbied in support of bill that would address racial and ethnic disparities in care. S. 979/HR 2360, Small Business Health Options Programs Act - Lobbied in support of bill that would establish a nationwide health insurance purchasing pool for small businesses and the self-employed that would offer a choice of private health plans and make health coverage more affordable, predictable and accessible. S.1213, Patient-Centered Outcomes Research Act - Lobbied in support of bill that would create a public-private partnership to conduct and disseminate comparative effectiveness research. S. 726/H.R. 1427, Promoting Innovation and Access to Life Saving Medicines - Discussed legislation which would create a pathway for approval of safe, effective biosimilar and generic biologic drugs. H.R. 3090, Health Equity and Accountability Act - Discussed need to end racial and ethnic disparities in care. S. 3686, Labor, HHS, Education and Related Agencies Appropriations Act FY 2011 - Lobbied for funding for healthcare services, research and training involving NIH, AHRQ, CMS, HRSA, HHS and AOA. H.R. 3082, H.R. 3081, H.J. Res.101, H.J. Res. 105, Continuing Appropriations and Surface Transportation Extensions 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. 4872, Health Care and Education Reconciliation Act - Lobbied in support of health care law which makes improvements such as closing the Part D coverage gap, in the Patient Protection and Affordable Care Act and implementation of some provisions. H.R. 5364, Special Care Dentistry Act - Discussed bill that would require states to provide oral health coverage for aged, blind,or disabled individuals through a separate state adult dental program, with 100% federal match. H.R. 4213, American Workers, State and Business Relief Act/American Jobs and Closing Tax Loopholes Act - Lobbied for extension of UI, COBRA, FMAP, and SGR. H.R. 3081, Continuing Resolution, FY 2011 - Lobbied for funding for SSA, various health care, employment, aging services and nutrition programs. H.R. 4224, Together We Care Act - Bill creates a three-year pilot program to train public housing residents to provide covered home-based health services. H.R. 5853, Fiscal Responsibility and Retirement Security Act - Bill requires review and approval by law prior to collection of premiums under the CLASS program, to require notice to individuals prior to enrollment, and to require termination of the program in the event of actuarial unsoundness, and for other purposes. S. 2814, Home Health Care Planning Improvement Act of 2010 - Bill recognizes and authorizes nurse practitioners, clinical nurse specialists, certified nurse-midwives and physician assistants as eligible health care professionals who can order home health services under Medicare. H.R. 4993, Home Health Care Planning Improvement Act of 2010 - Bill recognizes and authorizes nurse practitioners, clinical nurse specialists, certified nurse-midwives and physician assistants as eligible health care professionals who can order home health services under Medicare.

H.R.3590, Patient Protection and Affordable Care Act - Lobbied in support of and on implementation of health care legislation that would reform the health care system to provide affordable quality health care and expand access to long-term services and supports. Provided information on the need for nursing education capacity and the retention of newer and older nurses in the workplace (no bill). S.1569/H.R.3185, Medicare Graduate Nursing Education Act - Advocated for modernizing Medicare funding so that nursing education funds are directed to advanced nurse practice programs to help produce more highly-skilled nurses to care for the Medicare population. S. 623/HR 1558, Pre-existing Condition Patient Protection Act of 2009 - Lobbied in support of bill that would prohibit insurers from denying health insurance or delaying coverage for people with pre-existing conditions. H.R. 2778, Health Equity and Accountability through Research Act of 2009 - Lobbied in support of bill that would address racial and ethnic disparities in care. S. 979/HR 2360, Small Business Health Options Programs Act - Lobbied in support of bill that would establish a nationwide health insurance purchasing pool for small businesses and the self-employed that would offer a choice of private health plans and make health coverage more affordable, predictable and accessible. S.1213, Patient-Centered Outcomes Research Act - Lobbied in support of bill that would create a public-private partnership to conduct and disseminate comparative effectiveness research. S. 726/H.R. 1427, Promoting Innovation and Access to Life Saving Medicines - Discussed legislation which would create a pathway for approval of safe, effective biosimilar and generic biologic drugs. H.R. 3090, Health Equity and Accountability Act - Discussed need to end racial and ethnic disparities in care. S. 3686, Labor, HHS, Education and Related Agencies Appropriations Act FY 2011 - Lobbied for funding for healthcare services, research and training involving NIH, AHRQ, CMS, HRSA, HHS and AOA. H.R. 4872, Health Care and Education Reconciliation Act - Lobbied in support of health care law which makes improvements such as closing the Part D coverage gap, in the Patient Protection and Affordable Care Act and implementation of some provisions. H.R. 5364, Special Care Dentistry Act - Discussed bill that would require states to provide oral health coverage for aged, blind, or disabled individuals through a separate state adult dental program, with 100% federal match. H.R. 4213, American Workers, State and Business Relief Act/American Jobs and Closing Tax Loopholes Act - Lobbied for extension of UI, COBRA, FMAP, and SGR. H.R. 3081, Continuing Resolution, FY 2011 - Lobbied for funding for SSA, various health care, employment, aging services and nutrition programs. H.R. 5795, Personalize Your Care Act - Bill gives Americans the opportunity to make advance care plans should he or she become unable to direct their own care. S. 1177, Confidence in Long-Term Care Insurance Act - Bill provides options to help Americans pay for the long-term services and supports they may need, including to help them live in their homes and communities. H.R. 5890, Long-Term Care Insurance Reform Act - Bill provides options to help Americans pay for the long-term services and supports they may need, including to help them live in their homes and communities. S. 776, Promoting Small House Nursing Homes Act - Provides incentives for new, affordable models of long-term services and supports. H.R. 4224, Together We Care Act - Bill creates a three-year pilot program to train public housing residents to provide covered home-based health services. H.R. 5853, Fiscal Responsibility and Retirement Security Act - Bill requires review and approval by law prior to collection of premiums under the CLASS program, to require notice to individuals prior to enrollment, and to require termination of the program in the event of actuarial unsoundness, and for other purposes. S. 2814, Home Health Care Planning Improvement Act of 2010 - Bill recognizes and authorizes nurse practitioners, clinical nurse specialists, certified nurse-midwives and physician assistants as eligible health care professionals who can order home health services under Medicare. H.R. 4993, Home Health Care Planning Improvement Act of 2010 - Bill recognizes and authorizes nurse practitioners, clinical nurse specialists, certified nurse-midwives and physician assistants as eligible health care professionals who can order home health services under Medicare.

H.R.1159, To amend the Internal Revenue Code of 1986 to provide special rules for investments lost in a fraudulent Ponzi-type scheme-Contacted Congressman's Meek's office to explore support of a bill that offers some relief to victims of Ponzi schemes. Lobbied for reintroduction of auto-IRA, a bill that would require an automatic workplace retirement savings plan for an estimated 50 million employees (no bill). Lobbied for introduction of legislation that would expand the savers credit so that more modest income individuals can benefit from it. (no bill number) Discussed Auto-IRA, a bill that would require an automatic workplace retirement savings plan for an estimated 50 million employees; legislation that would end the age cap in the earned income tax credit; legislation that would expand the savers credit so that more modest income individuals can benefit from it; and on the inappropriate application of withholding tables that implement Make Work Pay to pension and other retirement income. (no bill) Met with Democratic Policy Counsel staff on: Auto-IRA, a bill that would require an automatic workplace retirement savings plan for an estimated 50 million employees would end the age cap in the earned income tax credit; that would expand the savers credit so that more modest income individuals can benefit from it; weatherization; modernizing the poverty measure; and modernizing the asset tests that are used to determine eligibility for federal benefits. (no bill) Met with the Vice-President's staff on: Auto-IRA, a bill that would require an automatic workplace retirement savings plan for an estimated 50 million employees; legislation that would end the age cap in the earned income tax credit; legislation that would expand the savers credit so that more modest income individuals can benefit from it; weatherization; modernizing the poverty measure; and modernizing the asset tests that are used to determine eligibility for federal benefits. (no bill) Discussed the need for bipartisan action on long-term financial security. (no bill) Discussed preferred Social Security options. (no bill) Discussed implications of no Social Security COLA.(no bill) Discussed disability backlog process and administration issues, including participation on SSA Advisory Future Systems Technology Panel (Nancy LeaMond, panelist). Advocated for retirement security for family caregivers. H.R. 3536, Social Security COLA Fix for 2010 Act -Discussed implications of legislation responding to the lack of a Social Security COLA in 2010. H.R. 3557- To provide an emergency cost-of-living increase for Social Security Benefits for 2010. Discussed implications of legislation introduced to respond to the lack of a Social Security COLA for 2010. H.R.3572, COLA Assistance Act of 2009-Discussed implications on legislation introduced to respond to the lack of a Social Security COLA for 2010. S. 1685/H.R.3597, Emergency Senior Citizens Relief Act of 2009 - Discussed implications of legislation introduced to respond to the lact of a Cocial Security COLA for 2010. H.R. 3691, Seniors and Veterans Economic Stimulus Act of 2009 - Discussed implications of legislation introduced to respond to the lack of a Social Security COLA for 2010. H.R. 3672, Social Security COLA Fix for 2010 Act - Discussed implications of legislation introduced to respond to the lack of a Social Security COLA for 2010. H.R. 3677, Save Our Seniors Social Security Act of 2009 - Discussed implications of legislation introduced to respond to the lack of a Social Security COLA for 2010. H.R. 3810, Emergency Senior Citizens Relief Act of 2009 - Discussed implications of legislation introduced to respond to the lack of a Social Security COLA for 2010. S. 2926 Economic Fairness for Seniors Act - Discussed legislation that would allow premiums for Medicare Part B to remain at 2009 levels for all beneficiaries, providing Social Security beneficiaries with $250 in economic relief in response to the lack of a cost-of-living adjustment for 2010 and converting from the CPI-W to the CPI-E. H.R. 4126, the Retirement Fairness Act of 2009 - Reviewed and discussed legislation "to prevent the overstatement of benefits payable to non-highly compensated employees under qualified plans, and for other purposes." H.R. 4429, Restoring the Social Security COLA Act - Discussed the implications of legislation introduced to respond to the lack of a Social Security COLA in 2010. H.R. 4213, the Tax Extenders Act of 2009 - Advocated for the adoption of the Sanders Amendment (S.AMDT.3353) to provide an emergency benefit of $250 to seniors, veterans, and persons with disabilities in 2010 to compensate for the lact of cost-of-living adjustment for such year. Reviewed and discussed draft legislation to create a new Consumer Price Index to be used to calculate future Social Security COLAs. (no bill) Discussed draft language of latest Senate version of Automatic Individual Retirement Account (Auto-IRA) legislation. (no bill) Discussed draft legislation to establish a Senior Bill of Rights, particularly language to express the sense of Congress on the importance of Social Security. (no bill) Discussed draft legislation to commemorate the 75th Anniversary of Social Security. (no bill) H.R. 5001, the BASIC Act - Reviewed legislation to prorate Social Security benefits for a surviving spouse for the month a beneficiary passes away and to adjust the lump sum death payment. Discussed draft legislation to exempt withdrawals from an individual's retirement account from the 10% penalty during times of high unemployment. (no bill)

H.R.1159, To amend the Internal Revenue Code of 1986 to provide special rules for investments lost in a fraudulent Ponzi-type scheme-Contacted Congressman's Meek's office to explore support of a bill that offers some relief to victims of Ponzi schemes. Lobbied for reintroduction of auto-IRA, a bill that would require an automatic workplace retirement savings plan for an estimated 50 million employees (no bill). Lobbied for introduction of legislation that would expand the savers credit so that more modest income individuals can benefit from it. (no bill number) Discussed Auto-IRA, a bill that would require an automatic workplace retirement savings plan for an estimated 50 million employees; legislation that would end the age cap in the earned income tax credit; legislation that would expand the savers credit so that more modest income individuals can benefit from it; and on the inappropriate application of withholding tables that implement Make Work Pay to pension and other retirement income. (no bill) Met with Democratic Policy Counsel staff on: Auto-IRA, a bill that would require an automatic workplace retirement savings plan for an estimated 50 million employees would end the age cap in the earned income tax credit; that would expand the savers credit so that more modest income individuals can benefit from it; weatherization; modernizing the poverty measure; and modernizing the asset tests that are used to determine eligibility for federal benefits. (no bill) Met with the Vice-President's staff on: Auto-IRA, a bill that would require an automatic workplace retirement savings plan for an estimated 50 million employees; legislation that would end the age cap in the earned income tax credit; legislation that would expand the savers credit so that more modest income individuals can benefit from it; weatherization; modernizing the poverty measure; and modernizing the asset tests that are used to determine eligibility for federal benefits. (no bill) Discussed the need for bipartisan action on long-term financial security. (no bill) Discussed preferred Social Security options. (no bill) Discussed implications of no Social Security COLA.(no bill) Discussed disability backlog process and administration issues, including participation on SSA Advisory Future Systems Technology Panel (Nancy LeaMond, panelist). Advocated for retirement security for family caregivers. H.R. 3536, Social Security COLA Fix for 2010 Act -Discussed implications of legislation responding to the lack of a Social Security COLA in 2010. H.R. 3557- To provide an emergency cost-of-living increase for Social Security Benefits for 2010. Discussed implications of legislation introduced to respond to the lack of a Social Security COLA for 2010. H.R.3572, COLA Assistance Act of 2009-Discussed implications on legislation introduced to respond to the lack of a Social Security COLA for 2010. S. 1685/H.R.3597, Emergency Senior Citizens Relief Act of 2009 - Discussed implications of legislation introduced to respond to the lact of a Cocial Security COLA for 2010. H.R. 3691, Seniors and Veterans Economic Stimulus Act of 2009 - Discussed implications of legislation introduced to respond to the lack of a Social Security COLA for 2010. H.R. 3672, Social Security COLA Fix for 2010 Act - Discussed implications of legislation introduced to respond to the lack of a Social Security COLA for 2010. H.R. 3677, Save Our Seniors Social Security Act of 2009 - Discussed implications of legislation introduced to respond to the lack of a Social Security COLA for 2010. H.R. 3810, Emergency Senior Citizens Relief Act of 2009 - Discussed implications of legislation introduced to respond to the lack of a Social Security COLA for 2010. S. 2926 Economic Fairness for Seniors Act - Discussed legislation that would allow premiums for Medicare Part B to remain at 2009 levels for all beneficiaries, providing Social Security beneficiaries with $250 in economic relief in response to the lack of a cost-of-living adjustment for 2010 and converting from the CPI-W to the CPI-E. H.R. 4126, the Retirement Fairness Act of 2009 - Reviewed and discussed legislation "to prevent the overstatement of benefits payable to non-highly compensated employees under qualified plans, and for other purposes." H.R. 4429, Restoring the Social Security COLA Act - Discussed the implications of legislation introduced to respond to the lack of a Social Security COLA in 2010. H.R. 4213, the Tax Extenders Act of 2009 - Advocated for the adoption of the Sanders Amendment (S.AMDT.3353) to provide an emergency benefit of $250 to seniors, veterans, and persons with disabilities in 2010 to compensate for the lact of cost-of-living adjustment for such year. Reviewed and discussed draft legislation to create a new Consumer Price Index to be used to calculate future Social Security COLAs. (no bill) Discussed draft language of latest Senate version of Automatic Individual Retirement Account (Auto-IRA) legislation. (no bill) Discussed draft legislation to establish a Senior Bill of Rights, particularly language to express the sense of Congress on the importance of Social Security. (no bill) Discussed draft legislation to commemorate the 75th Anniversary of Social Security. (no bill) H.R. 5001, the BASIC Act - Reviewed legislation to prorate Social Security benefits for a surviving spouse for the month a beneficiary passes away and to adjust the lump sum death payment. Discussed draft legislation to exempt withdrawals from an individual's retirement account from the 10% penalty during times of high unemployment. (no bill)

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.

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.

Discussed AARP criteria for a federal role in the regulation of insurance.(no bill) H.R. 3200 America's Affordable Health Choices Act/S. 1679, Americas Health Choices Act, America's Healthy Future Act (no Senate bill) - 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. Discussed support for the inclusion of Puerto Rico and the territories in the proposed Health Insurance Exchange, increasing medicaid funds to Puerto Rico seniors in Medicare Part B. (no bill) Discussed support for the inclusion of Puerto Rico and the territories in the proposed Health Insurance Exchange, increasing Medicaid funds to Puerto Rico and the territories, and the auto-enrollment of Puerto Rico seniors in Medicare Part B. (no bill)

H.R.1256, Family Smoking Prevention and Tobacco Control Act - Supported prescription drug reimportation amendment. Provided information on the need for nursing education capacity and the retention of newer and older nurses in the workplace (no bill). Discussed the need for bipartisan action on health care reform legislation, such as affordable and accessible quality healthcare with a focus on the 50-64 year old population. (no bill) Discussed healthcare reform and issues around the public plan option (no bill). S.1569/H.R.3185 Medicare Graduate Nursing Education Act - Advocated for modernizing Medicare funding so that nursing education funds are directed to advanced nurse practice programs to help produce more highly-skilled nurses to care for the Medicare population. (no bill) S. 623/HR 1558, Pre-existing Condition Patient Protection Act of 2009 - Lobbied in support of bill that would prohibit insurers from denying health insurance or delaying coverage for people with pre-existing conditions. H.R. 2778, Health Equity and Accountability through Research Act of 2009 - Lobbied in support of bill that would address racial and ethnic disparities in care. S. 979/HR 2360, Small Business Health Options Programs Act - Lobbied in support of bill that would establish a nationwide health insurance purchasing pool for small businesses and the self-employed that would offer a choice of private health plans and make health coverage more affordable, predictable and accessible. H.R. 3200 America's Affordable Health Choices Act/S. 1679, Americas Health Choices Act, America's Healthy Future Act (no Senate bill) - Discussed need for affordable quality healthcare, delivery system reform, ending age discrimination in the health insurance industry, ending rating by health condition or any proxy, closing the doughnut hole, creating a pathway for generic biologics, allowing and funding states to provide home and community based services, creating a transitional benefit or other transitional care provisions in medicare and expanding the asset limit to qualify for low-income programs in medicare, establishing CLASS program. S.1213 Patient-Centered Outcomes Research Act - Lobbied in support of bill that would create a public-private partnership to conduct and disseminate comparative effectiveness research. S. 726/H.R. 1427 Promoting Innovation and Access to Life Saving Medicines - Discussed legislation which would create a pathway for approval of safe, effective biosimilar and generic biologic drugs. H.R. 3090 Health Equity and Accountability Act - Discussed need to end racial and ethnic disparities in care. H.R. 3293, Labor, HHS, Education and Related Agencies Appropriations Act FY 2010 - Lobbied for funding for healthcare services, research and training involving NIH, AHRQ, CMS, HRSA, HHS and AOA. H.J. Res. 64, Third Continuing Resolution, FY 2010; not enacted - Lobbied for various items to be excepted from lower funding levels during the term of the Continuing Resolution. H.R. 3326, Division B, Defense Appropriations bill for FY 2010 - Lobbied for SNAP participation changes, extension of unemployment benefits and COBRA eligibility, delay in cuts to Medicar physician payments. H.R. 2996, Division, Interior Appropriations bill - Lobbied for various items to be excepted from lower funding levels during the term of the Continuing Resolution. House Amendment to Senate Amendment to H.R. 2847 , "Jobs for Main Street Act" - Redirection of some TARP funds to extend unemployment insurance and COBRA eligibility and FMAP assistance to state governments. Senate Amendment 2989 to H.R.3590 - Discussed AARP's support of/lobbied for provisions in health care reform that directly impact Puerto Rico and the territories including; inclusion of Puerto Rico and the territories in the proposed Health Insurance Exchange, increasing Medicaid funds to Puerto Rico and the territories (with eventual removal of a cap), and the auto-enrollment of Puerto Rico seniors in Medicare Part B. Discussed support for the inclusion of Puerto Rico and the territories in the proposed Health Insurance Exchange, incresing Medicaid funds to Puerto Rico and the territories, and the auto-enrollment of Puerto Rico seniors in Medicare Part B. (no bill)

S.330/H.R.684, Medicare Prescription Drug Savings and Choice Act of 2009 - Discussed legislation which would create a government-operated Medicare prescription drug plan. Provided information on the need for nursing education capacity and the retention of newer and older nurses in the workplace (no bill). S.683/H.R.1670, Community Choice Act - Engaged in discussions about the bill, possible changes to advance bill in health reform and it's provisions to balance Medicaid. Discussed chronic care issues and caregiver assessment in Medicaid. Discussed ways to provide better care coordination to dual eligibles and possible legislation (no bill). S.245/H.R. 468/S.434/H.R.468 Retooling the Health Care Workforce for an Aging America Act and possible amendment, the Empowered at Home Act and the Independence at Home Act - Discussed long-term care and chronic care legislation that AARP endorsed and shared endorsement letters. Discussed co-sponsors of Medicaid HCBS legislation. S.631/H.R.2223, Patient Safety and Abuse Prevention Act - Support for legislation and amendment on criminal background checks for employees of long-term care providers and specific bill provisions. S. 697/H.R.1721, Class Act - Discussed this bill and versions marked up in committee. Endorsed provisions in HELP and E&C Committee healthcare reform bills. S.1131/H.R.2560 Independence at Home Act - Endorsed and discussed AARP's support for this Medicare care coordination bill; and House Committee amendment and urged co-sponsorship. Discussed healthcare coverage for the 50-64 year old population age rating and closing the doughnut hole. S.1133/H.R. 2580, Empowering Medicare Patient Choices Act - To promote patient decision aids to help people make informed, evidence-based decisions about health care treatment options. H.R. 2773/S 1295, Medicare Transitional Care Act of 2009 - To reduce unnecessary hospital readmissions, improving quality for Medicare beneficiaries, and reducing wasteful spending in Medicare; endorsed committee amendment; worked to incorporate bill and its elements into health reform legislation. S. 960, Medicare Early Access Act of 2009 - To let Americans aged 55-64 who are otherwise without access to grup or public coverage buy into Medicare. H.R. 2700, Prescription Coverage Now Act of 2009 - To assist low-invome individuals in obtaining subsidized prescription drug coverage under the Medicare prescription drug program by expediting the application and qualification process and by revising the resource standards used to determine eligibility for such subsidies, and for other purposes. S. 1185, Medicare Financial Stability for Beneficiaries Act of 2009 - To ensure that low-income beneficiaries have improved access to health care under the Medicare and Medicaid programs. H.R. 2716, Medicare Savings Program Improvement Act of 2009 - To provide financial stability for older Americans and people with disabilities through improvements in the Medicare Savings Program. Advocated for modernizing Medicare funding so that nursing education funds are directed to advanced nurse practice programs to help produce more highly-skilled nurses to care for the Medicare population (no bill). H.R. 3293, Labor, HHS, Education and related agencies Appropriations bill for FY2010-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 (no bill numbers). S.750 Caring for an Aging america Act - Lobbied in support of legislation and discussed possible floor amendment.. S.1257/H.R.2852 Project 2020:Building the Promise of Home and Community Based Services Act - Lobbied in support of legislation. Discussed ideas to improve medicare for medicare beneficiaries. (no bill) Discussed Medicare physician payment issues and SGR. Responded to staff inquiry about AARP position on Medicare fraud bill; referred staff to appropriate AARP staff. Discussed idea of an annual physical for Medicare beneficiaries (no bill). S.1009 Medicare Care Transitions Program Act - Discussed provisions of Medicare Care Transitions Program Act. S.975 Seniors and Taxpayers Obligation and Protection Act - Lobbied in support of legislation. Discussed care coordination for dual eligibles and policy ideas to address this (no bill). Discussed proposals to address LTC and HCBS in the context of health care reform. (no bill) S.1150 Advance Planning and Compassionate Care Act - Endorsed advance care planning legislation. S.1263 Senior Navigation and Planning Act legislation - discussed legislation. S.1256 Home and Community Balanced Incentives Act - Discussed inclusion of this legislation in health reform legislation and urged cosponsors, advocated for amendment in committee. H.R. 3631, Medicare Premium Fairness Act - Lobbied to pass legislation to allow premiums for Medicare Part B to remain at 2009 levels for all beneficiaries. H.R. 3200 America's Affordable Health Choices Act/S. 1679, Americas Health Choices Act, America's Healthy Future Act (no Senate bill)- Discussed need for affordable quality healthcare, delivery system reform, ending age discrimination in the health 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 in medicare and expanding the asset limit to qualify for low-income programs in medicare.

H.R.1256, Family Smoking Prevention and Tobacco Control Act - Supported prescription drug reimportation amendment. Provided information on the need for nursing education capacity and the retention of newer and older nurses in the workplace (no bill). Discussed the need for bipartisan action on health care reform legislation, such as affordable and accessible quality healthcare with a focus on the 50-64 year old population. (no bill) Discussed healthcare reform and issues around the public plan option (no bill). S.1569/H.R.3185 Medicare Graduate Nursing Education Act - Advocated for modernizing Medicare funding so that nursing education funds are directed to advanced nurse practice programs to help produce more highly-skilled nurses to care for the Medicare population. (no bill) S. 623/HR 1558, Pre-existing Condition Patient Protection Act of 2009 - Lobbied in support of bill that would prohibit insurers from denying health insurance or delaying coverage for people with pre-existing conditions. H.R. 2778, Health Equity and Accountability through Research Act of 2009 - Lobbied in support of bill that would address racial and ethnic disparities in care. S. 979/HR 2360, Small Business Health Options Programs Act - Lobbied in support of bill that would establish a nationwide health insurance purchasing pool for small businesses and the self-employed that would offer a choice of private health plans and make health coverage more affordable, predictable and accessible. S.702/H.R.2096 Long Term Care Affordability and Security Act - Lobbied in support of legislation. Discussed update on staff work on a proposal for a LTC social insurance program. (no bill) Discussed various end-of-life issues including advance directives, patient wishes and patient and provider education; orders for life-sustaining treatment, etc. (no bill) H.R. 3200 America's Affordable Health Choices Act/S. 1679, Americas Health Choices Act, America's Healthy Future Act (no Senate bill)- Discussed need for affordable quality healthcare, delivery system reform, ending age discrimination in the health 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 in medicare and expanding the asset limit to qualify for low-income programs in medicare. S.1213 Patient-Centered Outcomes Research Act - Lobbied in support of bill that would create a public-private partnership to conduct and disseminate comparative effectiveness research. S. 726/H.R. 1427 Promoting Innovation and Access to Life Saving Medicines - Discussed legislation which would create a pathway for approval of safe, effective biosimilar and generic biologic drugs. H.R. 3090 Health Equity and Accountability Act - Discussed need to end racial and ethnic disparities in care. H.R. 3293, Labor, HHS, Education and Related Agencies Appropriations Act FY 2010 - Lobbied for funding for healthcare services, research and training involving NIH, AHRQ, CMS, HRSA, HHS and AOA.

H.R.1256, Family Smoking Prevention and Tobacco Control Act - Supported prescription drug reimportation amendment. Provided information on the need for nursing education capacity and the retention of newer and older nurses in the workplace (no bill). Discussed the need for bipartisan action on health care reform legislation, such as affordable and accessible quality healthcare with a focus on the 50-64 year old population. (no bill) Discussed healthcare reform and issues around the public plan option (no bill). Advocated for modernizing Medicare funding so that nursing education funds are directed to advanced nurse practice programs to help produce more highly-skilled nurses to care for the Medicare population. (no bill) S. 623/HR 1558, Pre-existing Condition Patient Protection Act of 2009 - Lobbied in support of bill that would prohibit insurers from denying health insurance or delaying coverage for people with pre-existing conditions. H.R. 2778, Health Equity and Accountability Act of 2009 - Lobbied in support of bill that would address racial and ethnic disparities in care. S. 979/HR 2360, Small Business Health Options Programs Act - Lobbied in support of bill that would establish a nationwide health insurance purchasing pool for small businesses and the self-employed that would offer a choice of private health plans and make health coverage more affordable, predictable and accessible. S.702/H.R.2096 Long Term Care Affordability and Security Act - Lobbied in support of legislation. Discussed update on staff work on a proposal for a LTC social insurance program. (no bill) Discussed various end-of-life issues including advance directives, patient wishes and patient and provider education; orders for life-sustaining treatment, etc. (no bill) S.979 Small Business Health Options Program Act - Lobbied in support of legislation.

H.R.1256, Family Smoking Prevention and Tobacco Control Act - Discussed legislation that would amend the Federal Food, Drug, and Cosmetic Act to provide for the regulation of tobacco products by the Secretary of Health and Human Services through the Food and Drug Administration (FDA), including through disclosure, annual registration, inspection, recordkeeping, and user fee requirements. Provided information on the need for nursing education capacity and the retention of newer and older nurses in the workplace (no bill). Discussed the need for bipartisan action on health care reform legislation, such as affordable and accessible quality healthcare (no bill). Discussed healthcare reform and issues around the public plan option (no bill).

HR 2167/ S 1141 Automatic IRA Act of 2007 - Provisions related to establishing an auto IRA for workers not covered by pension plan. HR 5140 Recovery Rebates and Economic Stimulus for the American People Act of 2008 - Discussed implementation of the economic stimulus package, including rebates for older Americans and IRS funding for implementation. Lobbied for long-term financial security (no bill). S 2063/HR 3655- Bipartisan Task Force for Responsible Fiscal Action Act of 2007 Senate Budget: Entitlement Task Force (could cut Social Security and Medicare benefits). Discussed options to strengthen and improve long term financing and operations of social security program (no Bill). Lobbying for increased spending to reduce SSA disability claim backlog (no Bill). Discussed increased bankruptcy among 50+ population (no Bill). HR 3765 Defined Contribution Plan Fee Transparency Act of 2007, S 2473 Defined Contribution Fee Disclosure Act of 2007, HR 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 - Amends the Employee Retirement Income Security Act of 1974 (ERISA) to prohibit an administrator of an individual account plan that includes a qualified cash or deferred arrangement to enter into any contract for services to the plan without a written statement that identifies who will be performing such services, describes each such service, and specifies the expected total annual cost of such services. Requires the Secretary of Labor to prescribe a model statement that may be used for purposes of satisfying such requirements. Limits the requirements for such a statement to contracts for services if the total cost for such services equals or exceeds $1,000. Discussed AARP's concerns about garnishment of Social Security checks by banks and payday lenders and check cashers. S 3230 Labor/HHS/Education Appropriations FY 2009 - Lobbied for increased spending to reduce SSA disability claim backlog and in opposition to certain e-verify provisions without sufficient funding. HR 3654 Safe Commission Act - All provisions related to strengthening Social Security and Medicare and reducing health care costs. S 2794 Senior Investor Protection Act - Lobbied in favor of provisions related to protecting older Americans from fraudulent and misleading marketing practices. HR 7327 The Worker, Retiree and Employer Recovery Act of 2008 - Lobbied in favor of providing sponsors of traditional pension plans funding relief from certain funding provisions enacted in the Pension Protection Act of 2006 and to permit asset smoothing. Lobbied in favor of legislative proposals that would provide relief from the mandatory distribution rules that require individuals 701/2 years of age or older to withdraw certain amounts from tax deferred retirement savings accounts annually. Discussed the need for bipartisan action on long-term financial security.

HR 2167/ S 1141 Automatic IRA Act of 2007 - Provisions related to establishing an auto IRA for workers not covered by pension plan. HR 5140 Recovery Rebates and Economic Stimulus for the American People Act of 2008 - Discussed implementation of the economic stimulus package, including rebates for older Americans and IRS funding for implementation. Lobbied for long-term financial security (no bill). S 3230 Labor, HHS, Education, Appropriations - Lobbied for adequate funding for Social Security Administration budget. S 2063/HR 3655- Bipartisan Task Force for Responsible Fiscal Action Act of 2007 Senate Budget: Entitlement Task Force (could cut Social Security and Medicare benefits). Discussed options to strengthen and improve long term financing and operations of social security program (no Bill). Lobbying for increased spending to reduce SSA disability claim backlog (no Bill). Discussed increased bankruptcy among 50+ population (no Bill). HR 3765(Defined Contribution Plan Fee Transparency Act of 2007), S 2473 Defined Contribution Fee Disclosure Act of 2007, HR 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 - Amends the Employee Retirement Income Security Act of 1974 (ERISA) to prohibit an administrator of an individual account plan that includes a qualified cash or deferred arrangement to enter into any contract for services to the plan without a written statement that identifies who will be performing such services, describes each such service, and specifies the expected total annual cost of such services. Requires the Secretary of Labor to prescribe a model statement that may be used for purposes of satisfying such requirements. Limits the requirements for such a statement to contracts for services if the total cost for such services equals or exceeds $1,000. Discussed AARP's concerns about garnishment of Social Security checks by banks and payday lenders and check cashers. HR 2642 Military Construction and Veterans Affairs Appropriations Act - Lobbied for funding for IRS/SSA and from IRS to implement Economic Stimulus Payment. S 3230 Labor/HHS/Education Appropriations FY 2009 - Lobbied for increased spending to reduce SSA disability claim backlog and in opposition to certain e-verify provisions without sufficient funding. HR 3654 Safe Commission Act - All provisions related to strengthening Social Security and Medicare and reducing health care costs. S 2794 Senior Investor Protection Act - Lobbied in favor of provisions related to protecting older Americans from fraudulent and misleading marketing practices.

HR 2167/ S 1141 Automatic IRA Act of 2007 - Provisions related to establishing an auto IRA for workers not covered by pension plan. HR 5140 Recovery Rebates and Economic Stimulus for the American People Act of 2008 - Discussed implementation of the economic stimulus package, including rebates for seniors and IRS funding for implementation. Divided We Fail, an initiative to give voice to millions of Americans who are tired of letting Washington gridlock stand in the way of affordable, quality health care and long-term financial security-the most pressing domestic issues facing our nation. Lobbied for adequate funding for Social Security Administration budget. S 2063/HR 3655- Bipartisan Task Force for Responsible Fiscal Action Act of 2007 Senate Budget: Entitlement Task Force (could cut Social Security and Medicare benefits). Discussed options to strengthen and improve long term financing and operations of social security program (no Bill). Lobbying for increased spending to reduce SSA disability claim backlog (no Bill). Discussed increased bankruptcy among 50+ population (no Bill). HR 3185, HR 3765(Defined Contribution Plan Fee Transparency Act of 2007), S 2473 Defined Contribution Fee Disclosure Act of 2007- HR 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 - Amends the Employee Retirement Income Security Act of 1974 9 (ERISA) to prohibit an administrator of an individual account plan that includes a qualified cash or deferred arrangement to enter into any contract for services to the plan without a written statement that identifies who will be performing such services, describes each such service, and specifies the expected total annual cost of such services. Requires the Secretary of Labor to prescribe a model statement that may be used for purposes of satisfying such requirements. Limits the requirements for such a statement to contracts for services if the total cost for such services equals or exceeds $1,000. Discussed AARP's concerns about garnishment of Social Security checks by banks and payday lenders and check cashers. HR 2642 - Lobbying for funding for IRS/SSA and from IRS to implement Economic Stimulus Payment. S 3230 Labor/HHS/Education Appropriations FY 2009 - Lobbied for increased spending to reduce SSA disability claim backlog and in opposition to certain e-verify provisions without sufficient funding. HR 3654 Safe Act - All provisions related to strengthening Social Security and Medicare and reducing health care costs. S 2794 Senior Investor Protection Act - Lobbied in favor of provisions related to protecting seniors from fraudulent and misleading marketing practices.

S 2795 - Discussed concerns on small business health insurance coverage. Discussed proposal for health insurance reinsurance. S 334 - Discussed Senator Wyden's health care reform bill and possible Senate hearing with staff. Stakeholder meeting on health care quality. HR 3701/S 845 - Lobbied for all provisions to direct the Secretary of HHS to conduct public and professional education, research, and demonstration grants to prevent falls among the elderly. SCR 70 - Lobbied in favor of Medicare premium protection language in the budget and for reserve funds for health. Divided We Fail, an initiative to give voice to millions of Americans who are tired of letting Washington gridlock stand in the way of affordable, quality health care and long-term financial security - the most pressing domestic issues facing our nation. Lobbied for spending levels for Rx comparative effectiveness, nursing education, NIH research, and other similar accounts. Prepared LHHS Subcommittee FY 2009 request letter asking for funding of SSA Admin., respite care programs, supportive services and nutrition programs, energy assistance, drug and medical research and falls prevention. Discussed the need for bipartisan action on health care reform legislation, and how AARP could be helpful in vetting such proposals with its members. Expressed concern about proposed regulation regarding reduction of annual reassignment of LIS population in Part D. HR 3800/S 1693 - Strongly promoted enactment of this legislation to promote adoption of health information technology. S 2408/HR 4296 - Supported this legislation to require e-prescribing in Part D, at first by providing incentive payments to providers who do and after 2011 lower payments to providers who do not.

S 2795 - Discussed concerns on small business health insurance coverage. Discussed proposal for health insurance reinsurance. S 334 - Discussed Senator Wyden's health care reform bill and possible Senate hearing with staff. Stakeholder meeting on health care quality. HR 3701/S 845 - Lobbied for all provisions to direct the Secretary of HHS to conduct public and professional education, research, and demonstration grants to prevent falls among the elderly. SCR 70 - Lobbied in favor of Medicare premium protection language in the budget and for reserve funds for health. Divided We Fail, an initiative to give voice to millions of Americans who are tired of letting Washington gridlock stand in the way of affordable, quality health care and long-term financial security - the most pressing domestic issues facing our nation. Lobbied for spending levels for Rx comparative effectiveness, nursing education, NIH research, Falls Prevention and other similar accounts. Prepared LHHS Subcommittee FY 2009 request letter asking for funding of SSA Admin., respite care programs, supportive services and nutrition programs, energy assistance, drug and medical research and falls prevention. Discussed the need for bipartisan action on health care reform legislation, and how AARP could be helpful in vetting such proposals with its members. Health IT - Proposed legislation to reduce annual reassignment of LIS population in Part D and discussed notice and comment rulemaking proceeding re annual LIS population reassignment. HR 3800/S 1693 - Strongly promoted enactment of this legislation to promote adoption of health information technology. S 2408/HR 4296 - Support this legislation to require e-prescribing in Part D, at first by providing incentive payments to providers who do and after 2011 lower payments to providers who do not.

RETIREMENT INCOME SECURITY (DEPARTMENT OF TREASURY) - Legislation to establish an auto IRA for workers not covered by pension plan. RETIREMENT INCOME SECURITY HR 2167 (HOUSE)- Legislation to establish an auto IRA for workers not covered by pension plan. RETIREMENT INCOME SECURITY HR 2167 (SENATE) - Legislation to establish an auto IRA for workers not covered by pension plan. RETIREMENT INCOME SECURITY S 1141 - Legislation to establish an auto IRA for workers not covered by pension plan. RETIREMENT INCOME SECURITY S 1141 - Legislation to establish an auto IRA for workers not covered by pension plan. RETIREMENT INCOME SECURITY (DEPARTMENT OF TREASURY) - Divided We Fail, an initiative to give voice to millions of Americans who are tired of letting Washington gridlock stand in the way of affordable, quality health care and long-term financial security the most pressing domestic issues facing our nation. RETIREMENT INCOME SECURITY HR 2167 (HOUSE)- Legislation to establish an auto IRA for workers not covered by pension plan. RETIREMENT INCOME SECURITY HR 2167 (SENATE) - Legislation to establish an auto IRA for workers not covered by pension plan. RETIREMENT INCOME SECURITY S 1141 - Legislation to establish an auto IRA for workers not covered by pension plan. RETIREMENT INCOME SECURITY S 1141 (HOUSE) - Legislation to establish an auto IRA for workers not covered by pension plan. RETIREMENT INCOME SECURITY (HOUSE) - Divided We Fail, an initiative to give voice to millions of Americans who are tired of letting Washington gridlock stand in the way of affordable, quality health care and long-term financial security the most pressing domestic issues facing our nation. RETIREMENT INCOME SECURITY (DEPARTMENT OF TREASURY) - Legislation to establish an auto IRA for workers not covered by pension plan. RETIREMENT INCOME SECURITY HR 2167 (HOUSE)- Legislation to establish an auto IRA for workers not covered by pension plan. RETIREMENT INCOME SECURITY HR 2167 (HOUSE)- Legislation to establish an auto IRA for workers not covered by pension plan. RETIREMENT INCOME SECURITY HR 2167 (SENATE) - Legislation to establish an auto IRA for workers not covered by pension plan. RETIREMENT INCOME SECURITY HR 2167 (HOUSE)- Legislation to establish an auto IRA for workers not covered by pension plan. RETIREMENT INCOME SECURITY S 1141 - Legislation to establish an auto IRA for workers not covered by pension plan. RETIREMENT INCOME SECURITY S 1141 - Legislation to establish an auto IRA for workers not covered by pension plan. RETIREMENT INCOME SECURITY S 1141 (HOUSE) - Legislation to establish an auto IRA for workers not covered by pension plan. RETIREMENT INCOME SECURITY S 1141 - Legislation to establish an auto IRA for workers not covered by pension plan. RETIREMENT INCOME SECURITY HR 2167 (HOUSE)- Legislation to establish an auto IRA for workers not covered by pension plan. RETIREMENT INCOME SECURITY (HOUSE) - Divided We Fail, an initiative to give voice to millions of Americans who are tired of letting Washington gridlock stand in the way of affordable, quality health care and long-term financial security the most pressing domestic issues facing our nation. RETIREMENT INCOME SECURITY HR 2167/S 1141 (HOUSE) - Legislation to establish an auto IRA for workers not covered by pension plan. RETIREMENT INCOME SECURITY S 1141 - Legislation to establish an auto IRA for workers not covered by pension plan. RETIREMENT INCOME SECURITY HR 5140 (SENATE) - Discussed implementation of the economic stimulus package, and Medicare legislation to avert a reduction in physician payments and to protect beneficiaries from further increases in the Part B premium. RETIREMENT INCOME SECURITY (HOUSE) - Divided We Fail, an initiative to give voice to millions of Americans who are tired of letting Washington gridlock stand in the way of affordable, quality health care and long-term financial security the most pressing domestic issues facing our nation. SOCIAL SECURITY (HOUSE) - Lobbied for adequate funding for SSA budget. SOCIAL SECURITY (HOUSE) - Lobbied for adequate funding for SSA budget. SOCIAL SECURITY (INTERNAL REVENUE SERVICE) HR 5140 - Lobbying for senior rebate in stimulus, including funding for IRS to implement. SOCIAL SECURITY HR 5140 (HOUSE) - Lobbying for senior rebate in stimulus, including funding for IRS to implement. SOCIAL SECURITY HR 5140 (SENATE) - Lobbying for senior rebate in stimulus, including funding for IRS to implement. SOCIAL SECURITY S 3135 - Senate Budget: Entitlement Task Force ( could cut Social Security and Medicare benefits) SOCIAL SECURITY (HOUSE) - Discussed options to strengthen and improve long term financing and operations of program SOCIAL SECURITY (SENATE) - Discussed options to strengthen and improve long term financing and operations of program SOCIAL SECURITY HR 5140 (HOUSE) - Lobbying for senior rebate in stimulus, including funding for IRS to implement. SOCIAL SECURITY HR 5140 (SENATE) - Lobbying for senior rebate in stimulus, including funding for IRS to implement. SOCIAL SECURITY (INTERNAL REVENUE SERVICE) HR 5140 - Lobbying for senior rebate in stimulus, including funding for IRS to implement. SOCIAL SECURITY S 3135 - Senate Budget: Entitlement Task Force ( could cut Social Security and Medicare benefits) SOCIAL SECURITY (SENATE) - Discussed options to strengthen and improve long term financing and operations of program SOCIAL SECURITY (HOUSE) - Discussed options to strengthen and improve long term financing and operations of program SOCIAL SECURITY S 3135 - Senate Budget: Entitlement Task Force ( could cut Social Security and Medicare benefits) SOCIAL SECURITY (INTERNAL REVENUE SERVICE) HR 5140 - Lobbying for senior rebate in stimulus, including funding for IRS to implement. SOCIAL SECURITY HR 5140 (HOUSE) - Lobbying for senior rebate in stimulus, including funding for IRS to implement. SOCIAL SECURITY HR 5140 (SENATE) - Lobbying for senior rebate in stimulus, including funding for IRS to implement. SOCIAL SECURITY (INTERNAL REVENUE SERVICE) HR 5140 - Lobbying for senior rebate in stimulus, including funding for IRS to implement. SOCIAL SECURITY HR 5140 (SENATE) - Lobbying for senior rebate in stimulus, including funding for IRS to implement. SOCIAL SECURITY (HOUSE) - Lobbying for increased spending to reduce SSA disability claim backlog. SOCIAL SECURITY (SENATE) - Lobbying for increased spending to reduce SSA disability claim backlog.

VETERANS HEALTH CARE VETERANS HEALTH CARE HR 2642

FDA-HEALTH HR 1038 FDA-HEALTH S 623 HEALTH CARE QUALITY HEALTH INSURANCE HR 2132

BUDGET/APPROPRIATIONS BUDGET/APPROPRIATIONS HR 1269 BUDGET/APPROPRIATIONS HR 2764 BUDGET/APPROPRIATIONS HR 3043

BANKING PRODUCTS AND SERVICES LENDING

HEALTH CARE QUALITY H.R.5399 HEALTH CARE QUALITY H.R.5399 HEALTH CARE QUALITY H.R.5399 HEALTH CARE QUALITY S.3678 HEALTH CARE QUALITY S.3678 HEALTH CARE INSURANCE S.1955 HEALTH CARE INSURANCE S.1955 HEALTH CARE INSURANCE S.1955 HEALTH ISSUES HEALTH ISSUES S.2300 HEALTH ISSUES S.334 HEALTH ISSUES S.2300 HEALTH ISSUES S.334 HEALTH ISSUES S.2300 HEALTH ISSUES S.334 HEALTH CARE QUALITY HEALTH CARE QUALITY H.R.5399 HEALTH CARE QUALITY H.R.5399 HEALTH CARE QUALITY H.R.5399

GOVERNMENT ISSUES GOVERNMENT ISSUES H.R.5578 GOVERNMENT ISSUES LINE ITEM VETO