THOMAS NICHOLLS

H.R. 2491, the Alleviating Barriers for Caregivers Act. H.R. 2082, the Well-Being Insurance for Seniors to be at Home Act (WISH) Act. No bill number. Discussed expanding workplace retirement plan coverage. No bill number. Discussed the Retirement Savings for Americans Act. No bill number. Discussed closing loopholes in fiduciary requirements for retirement plans. No bill number. Discussed work and save plans. No bill number. Discussed tax incentives for retirement plans. H.R. 2023, the Women's Retirement Protection Act of 2025. S. 988, the Women's Retirement Protection Act of 2025. No bill number. Discussed retirement issues. No bill number. Discussed the taxation of Social Security benefits. H.R. 1130, the Bonus Tax Relief for Americas Seniors Act. No bill number. Discussed protecting Social Security, its benefits, and financial status. No bill number. Discussed customer service and operations at the Social Security Administration. H.R. 34, the LASSO Act of 2025. S. 1234/H.R. 2540, the SSI Savings Penalty Elimination Act of 2025.

No bill number. Discussed medically necessary dental coverage and oral health care in Medicare. No bill number. Discussed Medicare coverage for telehealth services. No bill number. Discussed workforce training, physician reimbursement, and Medicare provider access. No bill number. Discussed Improving Seniors Timely Access to Care Act of 2024. H.R. 2407, the Nancy Gardner Sewell Medicare Multi-Cancer Early Detection Screening Coverage Act. No bill number. Discussed Medicaid estate recovery. No bill number. Discussed Medicare Advantage data. H.R. 3549/ S. 1703, the PACE Part D Choice Act of 2023. No bill number. Discussed family caregivers and Medicare and Medicaid policy. No bill number. Discussed Medicare FY25 Skilled Nursing Facility Payment Proposed Rule. No bill number. Discussed Medicare FY25 Hospital Inpatient Payment Proposed Rule. No bill number. Discussed hospitals and a buffer of essential medicines. No bill number. Discussed Medicaid unwinding. H.R. 8114, To prohibit the Secretary of Health and Human Services from finalizing a rule proposed by the Centers for Medicare & Medicaid Services to place certain limitations on Medicaid payments for home or community-based services. No bill number. Discussed Care Executive Order. H.R. 8018, the Alleviating Barriers for Caregivers Act. S. 3109, Alleviating Barriers for Caregivers Act. S. 3766/H.R. 7274, Connecting Caregivers to Medicare Act. No bill number. Discussed Acute Hospital Care at Home waiver and family caregivers. No bill number. Discussed family caregivers, direct care workers, care at home, and in other settings. S. 4120/H.R. 7994, the Long-Term Care Workforce Support Act. H.R. 8094, to amend Title XIX of the Social Security Act to modify certain asset recovery rules. H.R. 7573, the Stop Unfair Medicaid Recoveries Act. No bill number. Discussed the Coordinating Care for Veterans and Wounded Warriors Act. No bill number. Discussed nursing home staffing standards. No bill number. Discussed Medicare home health and hospice benefits. No bill number. Discussed health care coverage expansion. H.R. 8331/S. 4280, the Essential Caregivers Act. H.R. 7442, Philippine Medicare Portability Study Act. H.R. 3227, the Ensuring Seniors Access to Quality Care Act. H.R. 8244, Ensuring Seniors Access to Quality Care Act. H.R.468, the Building Americas Health Care Workforce Act. HR 7513/S.3410, the Protecting Americas Seniors Access to Care Act. H.J.Res.139, Providing for Congressional disapproval of the rule submitted by the Centers for Medicare & Medicaid Services relating to "Medicare and Medicaid Programs: Minimum Staffing Standards for Long-Term Care Facilities and Medicaid Institutional Payment Transparency Reporting. S.J.Res.91, A joint resolution providing for congressional disapproval of the rule submitted by the Centers for Medicare & Medicaid Services relating to "Medicare and Medicaid Programs; Minimum Staffing Standards for Long-Term Care Facilities and Medicaid Institutional Payment Transparency Reporting" S.4137, the Improving Access to Medicare Coverage Act of 2024.

No Bill Number. Discussed appropriations in the Labor, Health & Human Services subcommittees. No Bill Number. Discussed appropriations in the Transporation, Housing and Urban Development subcommittees No bill number. Discussed appropriations in the Financial Services and General Government subcommittees. No bill number. Discussed customer service at the Social Security Administration. No bill number. Discussed senior nutrition programs. No bill number. Discussed funding for reducing instances of fraud.

S. 2131/H.R. 4368, the Agriculture Appropriations, FY 2024. S. 2321/H.R. 5993, S. 2321, the Commerce, Science and Justice Appropriations, FY 2024. H.R. 4664, S. 2309 - Financial Services Appropriations, FY 2024. H.R. 5894, S. 2624, Labor, HHS and Education Appropriations, FY 2024. H.R. 4366, S. 2437, Military Construction-VA Appropriations, FY 2024. H.R. 4820, S. 2437, the Transportation-HUD Appropriations, FY 2024. H.R. 4366, the Consolidated Appropriations Act, 2024. H.R. 5860, the Continuing Appropriations Act, 2024 and Other Extensions Act. H.R. 6363, the Further Continuing Appropriations and Other Extensions Act, 2024. H.R. 2972, the Further Additional Continuing Appropriations and Other Extensions Act, 2024.

H.R. 541/S.141, the Elizabeth Dole Home Care Act. HR 1815/S 495, the Expanding Veterans Options for Long-Term Care Act. HR 3520, the Veteran Care Improvement Act. H.R.3581, the Caregiver Outreach and Program Enhancement (COPE) Act. H.R. 2818, the Autonomy for Disabled Veterans Act.

No bill number. Discussed the Credit for Caring Act. H.R. 4519, the Reignite Hope Act of 2023. No bill number. Discussed caregiving services. No bill number. Discussed Earned Income Tax Credit.

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

H.R.4366/S. 2127, the Military Construction, Veterans Affairs, and Related Agencies Appropriations Act, FY 2024. H.R. 542/S. 141, the Elizabeth Dole Home Care Act of 2023. H.R. 3956, the Veterans Protection from Fraud Act. HR 1815, the Expanding Veterans Options for Long Term Care Act. No bill number. Discussed veteran fraud issues. No bill number. Discussed veteran caregiving and home care.

S. 2669, the Digital Asset Anti-Money Laundering Act of 2023. No bill number. Discussed the Public Company Accounting Oversight Boards auditing standards. No bill number. Discussed modernizing the SECs accredited investor definition. No bill number. Submitted comments on the proposed rule on Property Assessed Clean Energy loans. S.2627, the Womens Retirement Protection Act of 2023.

No bill number. Discussed the Credit for Caring Act. H.R. 4519, the Reignite Hope Act of 2023. No bill number. Discussed caregiving services. No bill number. Discussed Earned Income Tax Credit.

No bill number. Discussed the Earned Income Tax Credit. No bill number. Discussed the Credit for Caring Act. No bill number. Discussed Financial Services and General Government Appropriations Act, FY 2024. No bill number. Discussed tax credit for recruitment and retention of direct care workers, nurses, and public safety officers.

Discussed IRS Taxpayer Assistance, Community Volunteer Income Tax Assistance, Tax Counseling for the Elderly programs. No bill number. Discussed age cap on the earned income tax credit (EITC). No bill number. Credit for Caring Act.

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

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

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

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

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

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

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

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

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

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

H.R. 5376 Build Back Better Act. S. 1770/H.R. 2954 SECURE Act. No bill number. Discussed Investor Advisory Committee agenda. No bill number. Discussed retirement plan portability. No bill number. Discussed auto-IRA. No bill number. Discussed Savers Credit.

No bill number. Discussed campaign finance legislation. H.R. 982/S. 349, Seniors Fraud Prevention Act. H.R. 4143, Know Your Social Security Act. H.R. 4072, Social Security Child Protection Act. S. 210, the Work Without Worry Act.

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

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

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

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

H.R. 397, Rehabilitation for Multiemployer Pensions Act. S. 1431, Retirement Security & Savings Act. S. 2254, Butch Lewis Act. S. 4192/H.R. 7439, Retirement Savings Lost and Found Act. No bill number. Discussed financial exploitation. No bill number. Discussed Grassley-Alexander multi-employer pensions draft legislation. No bill number. Discussed federal tax on financial transactions. No bill number. Discussed suggestions on executive actions, rules for 117th Congress.

No bill number. $500 economic stimulus payments for SSA and SSI beneficiaries with dependent children. No bill number. Submitted comments on proposed rule regarding Debt Collection Practices (Regulation F). No bill number. Submitted comments on proposed rules regarding National Banks and Federal Savings Associations as Lenders. No bill number. Discussed CARES Act economic impact payments. No bill number. Discussed garnishment of CARES Act economic impact payments by creditors. H.R. 397, Rehabilitation for Multiemployer Pensions Act. S. 1431, Retirement Security & Savings Act. S. 2254, Butch Lewis Act. S. 4192/H.R. 7439, Retirement Savings Lost and Found Act. No bill number. Discussed multi-employer pensions.

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

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

No bill number. Discussed hearing on Cybercriminals and Fraudsters: How Bad Actors are Exploiting the Financial System During the COVID-19 Pandemic. H.R. 748 CARES Act - Discussed stimulus payments H.R. 6800, Health and Economic Recovery Omnibus Emergency Solutions Act. H.R. 6074, Preparedness and Response Supplemental. H.R. 6201, Families First Coronavirus Response Act. H.R. 748, Coronavirus Aid, Relief, and Economic Security (CARES) Act. H.R. 266, Paycheck Protection Program and Health Care Enhancement Act.

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

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

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

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

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

Discussed financial regulatory reforms, including consumer and investor protections. (no bill) Pub.Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation.H. R. 933, Consolidated and Further Continuing Appropriations Act, 2013 - Lobbied to protect vital health and social services programs from enhanced reductions from the prior year baseline, and to prevent repeal of certain financial and health care-related regulation. S. Con. Res. 8, Concurrent Resolution on the Budget, 2014 - Lobbied to prevent inclusion of Medicare, Medicaid and Social Security benefit cuts and to protect vital health, social services, housing and transportation programs from enhanced reductions from the prior year baseline, and to prevent repeal of certain financial and health care-related regulation. H.Con. Res. 25, Concurrent Resolution on the Budget, 2014 - Lobbied to prevent inclusion of Medicare, Medicaid and Social Security benefit cuts and to protect vital health, social services, housing and transportation programs from enhanced reductions from the prior year baseline, and to prevent repeal of certain financial and health care-related regulation. Letter sent to Senate Banking Committee Members in support of confirming a nominee to serve as the director of the Consumer Financial Protection Bureau. (no bill) Sign-on letter sent to the Federal Reserve, Consumer Financial Protection Bureau, Federal Deposit Insurance Corporation and Office of the Comptroller of the Currency in support of action of bank involvement in high-cost payday loans. (no bill) Discussed Banking Committee issues including SEC Fiduciary rulemaking, JOBS Act implementation and Dodd-Frank implementation. (no bill) H.R. 2787/S. 1329, The Commerce, Justice and Science Appropriations Act of 2014 - Lobbied to protect consumer protection programs with jurisdiction of subcommittee. H.R. 2786/S. 1371, The Financial Services and General Government Appropriations Act of 2014 - Lobbied to protect consumer protection programs and implementation of ACA health insurance exchanges. H.R. 1062, Letter written in opposition to the SEC Regulatory Accountability Act. Sent letter to the SEC urging it to propose rulemaking on Fiduciary Duty. (no bill) H.R. 2374, Letter written in opposition to the Retail Investor Protection Act. H.R. 1953, Expressed support for the Senior Fraud Prevention Act (FTC). S. 1358, Seniors Fraud Prevention Act - Letter written in support of this bill. S. 807, Plain Writing Act for Regulations - Letter written in support of this bill. Comment letter to the SEC on amendments to Reg. D, Form D, and rule 156 under the SEC Act, to implement JOBS Act provisions. Letter to Senate urging members not to sign a letter to OMB that would elay or prevent rulemaking by SEC and DOL on fiduciary duty. Comment letter to SEC in response to RFI regarding duties of broker/dealers and investment advisors. H.J.R. 59/H.R. 2775, Continuing Appropriations Resolution, 2014 - Lobbied to prevent inclusion of Medicare, Medicaid and Social Security benefit cuts and to protect vital health, social services, housing and transportation programs from enhanced reductions from the prior year baseline, and to prevent repeal of certain financial and health care-related regulation. Budget Conference Committee - Lobbied to prevent inclusion of Medicare, Medicaid and Social Security benefit cuts and to protect vital health, social services, housing and transportation programs. (no bill) Lobbied in opposition to H.R. 2374, the Retail Investor Protection Act, voted on by the House in October 2013. Letter to OMB urging expedited handling of upcoming JEC and DOL fiduciary proposals in opposition to Congressional suggestions that the rules be delayed. Met with JEC Commissioners to discuss the need to move forward with a fiduciary duty proposal. H.R. 1622 - Letter to House members urging co-sponsorship of this bill to provide user fees for regular examinations of registered investment advisors. Letter to OMB in opposition to a letter sent to the agency by ten Senators urging that any DOL fiduciary duty rule be delayed with 60 days after completion of a related SEC proposal. Discussed methods for expediting DOL upgrade of Fiduciary duty definition under ERISA with agency staff.

Discussed financial regulatory reforms, including consumer and investor protections. (no bill) Pub.Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation.H. R. 933, Consolidated and Further Continuing Appropriations Act, 2013 - Lobbied to protect vital health and social services programs from enhanced reductions from the prior year baseline, and to prevent repeal of certain financial and health care-related regulation. S. Con. Res. 8, Concurrent Resolution on the Budget, 2014 - Lobbied to prevent inclusion of Medicare, Medicaid and Social Security benefit cuts and to protect vital health, social services, housing and transportation programs from enhanced reductions from the prior year baseline, and to prevent repeal of certain financial and health care-related regulation. H.Con. Res. 25, Concurrent Resolution on the Budget, 2014 - Lobbied to prevent inclusion of Medicare, Medicaid and Social Security benefit cuts and to protect vital health, social services, housing and transportation programs from enhanced reductions from the prior year baseline, and to prevent repeal of certain financial and health care-related regulation. Letter sent to Senate Banking Committee Members in support of confirming a nominee to serve as the director of the Consumer Financial Protection Bureau. (no bill) Sign-on letter sent to the Federal Reserve, Consumer Financial Protection Bureau, Federal Deposit Insurance Corporation and Office of the Comptroller of the Currency in support of action of bank involvement in high-cost payday loans. (no bill) Discussed in meeting with Senate Banking Committee Members, issues before the Committee, including SEC Fiduciary rulemaking, JOBS Act implementation and Dodd-Frank implementation. (no bill) H.R. 2787/S. 1329, The Commerce, Justice and Science Appropriations Act of 2014 - Lobbied to protect consumer protection programs with jurisdiction of subcommittee. H.R. 2786/S. 1371, The Financial Services and General Government Appropriations Act of 2014 - Lobbied to protect consumer protection programs and implementation of ACA health insurance exchanges. H.R. 1062, Letter written in opposition to the SEC Regulatory Accountability Act. Sent letter to the SEC urging it to propose rulemaking on Fiduciary Duty. (no bill) H.R. 2374, Letter written in opposition to the Retail Investor Protection Act. H.R. 1953, Expressed support for the Senior Fraud Prevention Act (FTC). S. 1358, Seniors Fraud Prevention Act - Letter written in support of this bill. S. 807, Plain Writing Act for Regulations - Letter written in support of this bill. Comment letter to the SEC on amendments to Reg. D, Form D, and rule 156 under the SEC Act, to implement JOBS Act provisions. Letter to Senate urging members not to sign a letter to OMB that would elay or prevent rulemaking by SEC and DOL on fiduciary duty. Comment letter to SEC in response to RFI regarding duties of broker/dealers and investment advisors. H.J.R. 59, Continuing Appropriations Resolution, 2014 - Lobbied to prevent inclusion of Medicare, Medicaid and Social Security benefit cuts and to protect vital health, social services, housing and transportation programs from enhanced reductions from the prior year baseline, and to prevent repeal of certain financial and health care-related regulation.

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

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

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

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

Discussed financial regulatory reforms, including consumer and investor protections. (no bill) Pub.Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation.H. R. 933, Consolidated and Further Continuing Appropriations Act, 2013 - Lobbied to protect vital health and social services programs from enhanced reductions from the prior year baseline, and to prevent repeal of certain financial and health care-related regulation. S. Con. Res. 8, Concurrent Resolution on the Budget, 2014 - Lobbied to prevent inclusion of Medicare, Medicaid and Social Security benefit cuts and to protect vital health, social services, housing and transportation programs from enhanced reductions from the prior year baseline, and to prevent repeal of certain financial and health care-related regulation. H.Con. Res. 25, Concurrent Resolution on the Budget, 2014 - Lobbied to prevent inclusion of Medicare, Medicaid and Social Security benefit cuts and to protect vital health, social services, housing and transportation programs from enhanced reductions from the prior year baseline, and to prevent repeal of certain financial and health care-related regulation. Letter sent to Senate Banking Committee Members in support of confirming a nominee to serve as the director of the Consumer Financial Protection Bureau. (no bill) Sign-on letter sent to the Federal Reserve, Consumer Financial Protection Bureau, Federal Deposit Insurance Corporation and Office of the Comptroller of the Currency in support of action of bank involvement in high-cost payday loans. (no bill) Discussed in meeting with Senate Banking Committee Members, issues before the Committee, including SEC Fiduciary rulemaking, JOBS Act implementation and Dodd-Frank implementation. (no bill) The Commerce, Justice and Science Appropriations Act of 2014 - Lobbied to protect consumer protection programs with jurisdiction of subcommittee. (no bill) The Financial Services and General Government Appropriations Act of 2014 - Lobbied to protect consumer protection programs and implementation of ACA health insurance exchanges. (no bill) H.R. 1062, Letter written in opposition to the SEC Regulatory Accountability Act. Sent letter to the SEC urging it to propose rulemaking on Fiduciary Duty. (no bill) H.R. 2374, Letter written in opposition to the Retail Investor Protection Act. H.R. 1953, Discussed support for the Senior Fraud Prevention Act (FTC).

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

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

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

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

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

Discussed financial regulatory reforms, including consumer and investor protections. (no bill) Pub.Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation.H.R. 152, Disaster Relief Appropriations Act, 2013 - Lobbied to prevent inclusion of Medicare, Medicaid and Social Security benefit cuts and to protect vital health, social services, housing and transportation programs from enhanced reductions from the prior year baseline, and to prevent repeal of certain financial and health care-related regulation. H.R. 325, Debt Limit Extension - Lobbied to prevent inclusion of Medicare, Medicaid and Social Security benefit cuts and to protect vital health, social services, housing and transportation programs from enhanced reductions from the prior year baseline on bill to suspend the public debt limit through May 18, 2013, and to prevent repeal of certain financial and health care-related regulation. H. R. 933, Consolidated and Further Continuing Appropriations Act, 2013 - Lobbied to protect vital health and social services programs from enhanced reductions from the prior year baseline, and to prevent repeal of certain financial and health care-related regulation. S. Con. Res. 8, Concurrent Resolution on the Budget, 2014 - Lobbied to prevent inclusion of Medicare, Medicaid and Social Security benefit cuts and to protect vital health, social services, housing and transportation programs from enhanced reductions from the prior year baseline, and to prevent repeal of certain financial and health care-related regulation. H.Con. Res. 25, Concurrent Resolution on the Budget, 2014 - Lobbied to prevent inclusion of Medicare, Medicaid and Social Security benefit cuts and to protect vital health, social services, housing and transportation programs from enhanced reductions from the prior year baseline, and to prevent repeal of certain financial and health care-related regulation. Letter sent to Senate Banking Committee Members in support of confirming a nominee to serve as the director of the Consumer Financial Protection Bureau. (no bill) Sign-on letter sent to the Federal Reserve, Consumer Financial Protection Bureau, Federal Deposit Insurance Corporation and Office of the Comptroller of the Currency in support of action of bank involvement in high-cost payday. (no bill) Discussed in meeting with Senate Banking Committee Members, issues before the Committee, including SEC Fiduciary rulemaking, JOBS Act implementation and Dodd-Frank implementation. (no bill)

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

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

Discussed financial regulatory reforms, including consumer and investor protections. (no bill) Pub.Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation. H.R.677/S.267, the Lifetime Income Disclosure Act-Supported the original co-sponsors of the House and Senate versions of the Lifetime Income Disclosure Act. This legislation would provide individuals with a better understanding of the lifetime value of their 401(k) plan assets by including in a yearly benefit statement a conversion of their total accrued benefits into a monthly dollar amount as if they had opted to receive a lifetime annuity. Discussed pending DOL and SEC regulations on the definition of a fiduciary. (no bill) H.R. 1125, Debt free America Act - Discussed legislation to repeal after 2021 the individual income tax, refundable and non-refundable personal tax credits, and the alternative minimum tax (AMT) on individuals and impose a 1% fee on bank transactions for debt reduction purposes. H.R.2940/S.1831, Parts of the JOBS Act Package - Lobbied and wrote a letter in opposition to pairing back Regulation D protections in stock offerings. H.R.2930/S.1970/S.1791, Parts of JOBS Act Package - Lobbied to restore consumer protections regarding "crowd funding" of initial public offerings (IPO's) that the bill curtailed. H.R. 3606, JOBS Act - Lobbied and wrote in support of the Reid/Levin/Landrieu amendment in the nature of a substitute, and in favor of the "crowd funding" amendment. Presented testimony and worked with Staff of the House Financial Services Subcommittee on Insurance, Housing and Community Opportunity, on Federal Housing Administration oversight of reverse mortgages. AARP seeks continuation of, and improvement to the program. (no bill) Discussed implications of H.R. 4624, the "Investment Advisor Oversight Act." Responded to SEC request for Comment on Financial Literacy and Disclosure. H.R. 6020/S.3301, Financial Services and General Government Appropriations Act for FY 2013 - Lobbied to protect new Consumer Financial Protection Bureau from annual appropriations scrutiny and to protect funding levels for SEC, CFTC, FTC and IRS Taxpayer Services programs. H.R. 4078, the Red Tape Reduction and Small Business Job Creation Act - sent letter to all members of the House opposing the title incorporating H.R. 2308, the SEC Regulatory Accountability Act. S. 3468, the Independent Agency Regulatory Analysis Act - Lobbied for Senate Homeland Security and Governmental Affairs Committee hearings and input from agencies before a committee mark up. Participated in August 1 roundtable at the Department of Treasury to discuss implementation of the JOBS Act. Wrote to the Securities and Exchange Commission recommending that they not move to an interim final rule on general solicitation and advertising under the JOBS Act without first receiving comment from the public. S. 3468, the "Independent Agency Regulatory Analysis Act," - Lobbied members of the Senate Homeland Security and Governmental Affairs Committee in opposition to the bill; discussed concerns with the bill and sent letter to members of the Homeland Security and Governmental Affairs Committee expressing concern with the bill. Submitted letter to the Securities and Exchange Commission expressing concern with proposed rulemaking on general solicitation and advertising in Rule 506 offerings under the JOBS Act. Discussed Dodd-Frank and JOBS Act implementation. H.R. 8, the American Taxpayer Relief Act of 2012 - Lobbied against inclusion of Social Security, Medicare and Medicaid legislation affecting benefit levels or service delivery in any end-of-the-session budget deal, and urged congress to not reduce spending levels below current services levels for various non-security discretionary programs, including Health Care (including Rx, medical research and premium support), Social Security (administrative expenses), Older Americans Act Supportive Service, Nutrition and Caregiver programs, Low Income Home Energy Assistance, Weatherization, Elderly Housing and Transit/Transportation, Legal and Taxpayer Assistance, Consumer and Worker Protections and Postal Services.

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

Discussed financial regulatory reforms, including consumer and investor protections. (no bill) Pub.Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation. H.R.677/S.267, the Lifetime Income Disclosure Act-Supported the original co-sponsors of the House and Senate versions of the Lifetime Income Disclosure Act. This legislation would provide individuals with a better understanding of the lifetime value of their 401(k) plan assets by including in a yearly benefit statement a conversion of their total accrued benefits into a monthly dollar amount as if they had opted to receive a lifetime annuity. Discussed pending DOL and SEC regulations on the definition of a fiduciary. (no bill) H.R. 1125, Debt free America Act - Discussed legislation to repeal after 2021 the individual income tax, refundable and non-refundable personal tax credits, and the alternative minimum tax (AMT) on individuals and impose a 1% fee on bank transactions for debt reduction purposes. H.R.2940/S.1831, Parts of the JOBS Act Package - Lobbied and wrote a letter in opposition to pairing back Regulation D protections in stock offerings. H.R.2930/S.1970/S.1791, Parts of JOBS Act Package - Lobbied to restore consumer protections regarding "crowd funding" of initial public offerings (IPO's) that the bill curtailed. H.R. 3606, JOBS Act - Lobbied and wrote in support of the Reid/Levin/Landrieu amendment in the nature of a substitute, and in favor of the "crowd funding" amendment. Presented testimony and worked with Staff of the House Financial Services Subcommittee on Insurance, Housing and Community Opportunity, on Federal Housing Administration oversight of reverse mortgages. AARP seeks continuation of, and improvement to the program. (no bill) Discussed implications of H.R. 4624, the "Investment Advisor Oversight Act." Responded to SEC request for Comment on Financial Literacy and Disclosure. H.R. 6020/S.3301, Financial Services and General Government Appropriations Act for FY 2013 - Lobbied to protect new Consumer Financial Protection Bureau from annual appropriations scrutiny and to protect funding levels for SEC, CFTC, FTC and IRS Taxpayer Services programs. H.R. 4078, the Red Tape Reduction and Small Business Job Creation Act - sent letter to all members of the House opposing the title incorporating H.R. 2308, the SEC Regulatory Accountability Act. S. 3468, the Independent Agency Regulatory Analysis Act - Lobbied for Senate Homeland Security and Governmental Affairs Committee hearings and input from agencies before a committee mark up. Participated in August 1 roundtable at the Department of Treasury to discuss implementation of the JOBS Act. Wrote to the Securities and Exchange Commission recommending that they not move to an interim final rule on general solicitation and advertising under the JOBS Act without first receiving comment from the public.

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

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

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

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

Discussed financial regulatory reforms, including consumer and investor protections. (no bill) Pub.Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation. H.R.677/S.267, the Lifetime Income Disclosure Act-Supported the original co-sponsors of the House and Senate versions of the Lifetime Income Disclosure Act. This legislation would provide individuals with a better understanding of the lifetime value of their 401(k) plan assets by including in a yearly benefit statement a conversion of their total accrued benefits into a monthly dollar amount as if they had opted to receive a lifetime annuity. Discussed pending DOL and SEC regulations on the definition of a fiduciary. (no bill) Consolidated Appropriations Act, FY 2012, H.R. 2055, H.R. 3671, H.R. 2017, Consolidated and Further Appropriations Continuing Appropriations Act, H.R. 2112. H.R. 1125, Debt free America Act - Discussed legislation to repeal after 2021 the individual income tax, refundable and non-refundable personal tax credits, and the alternative minimum tax (AMT) on individuals and impose a 1% fee on bank transactions for debt reduction purposes. H.R.2940/S.1831, Parts of the JOBS Act Package - Lobbied and wrote a letter in opposition to pairing back Regulation D protections in stock offerings. H.R.2930/S.1970/S.1791, Parts of JOBS Act Package - Lobbied to restore consumer protections regarding "crowd funding" of initial public offerings (IPO's) that the bill curtailed. H.R. 3606, JOBS Act - Lobbied and wrote in support of the Reid/Levin/Landrieu amendment in the nature of a substitute, and in favor of the "crowd funding" amendment. H.R. 4264, The FHA Emergency Fiscal Solvency Act of 2012, Fitzpatrick Amendment No.1, 3/27/2012 - Lobbied to lift cap on number of loans authorized under Home Equity Conversion Mortgage (HECM) program. Presented testimony and worked with Staff of the House Financial Services Subcommittee on Insurance, Housing and Community Opportunity, on Federal Housing Administration oversight of reverse mortgages. AARP seeks continuation of, and improvement to the program. (no bill) Discussed implications of H.R. 4624, the "Investment Advisor Oversight Act." Responded to SEC request for Comment on Financial Literacy and Disclosure.

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

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)

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

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

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

Discussed financial regulatory reforms, including consumer and investor protections, a potential systemic risk regulator, and consolidation of agencies (no bill). Pub.Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation. H.R.677/S.267, the Lifetime Income Disclosure Act-Supported the original co-sponsors of the House and Senate versions of the Lifetime Income Disclosure Act. This legislation would provide individuals with a better understanding of the lifetime value of their 401(k) plan assets by including in a yearly benefit statement a conversion of their total accrued benefits into a monthly dollar amount as if they had opted to receive a lifetime annuity. Discussed pending DOL and SEC regulations on the definition of a fiduciary. (no bill) Opposed Regs. to implement Dodd/Frank (P.L. 111-203) with regard to preemption of state consumer protection laws and visitorial rights of state attorneys general. H.R. 1121, The Responsible Consumer Financial Protection Regulation Act of 2011 - Expressed opposition as it weakens the Consumer Financial Protection Bureau under Dodd/Frank. H.R. 1315, The Consumer Financial Protection Safety and Soundness Improvement Act of 2011 - Expressed opposition as it weakens the CFPB under Dodd/Frank. S.746, Dodd-Frank Repeal Act of 2011 - Expressed opposition as it would roll back funding and authority for the CFPB under Dodd/Frank. S.782, Economic Development Revitalization Act - Opposed Snowe amendment that would hamper regulation of small business (amendment defeated). Consolidated Appropriations Act, FY 2012, H.R. 2055, H.R. 3671, H.R. 2017, Consolidated and Further Appropriations Continuing Appropriations Act, H.R. 2112, Continuing Resolution, FY 2012, H.R. 2608 and H.J. Res. 79, 94 and 95 - Lobbied for funding for agencies and programs within the jurisdiction of the Financial Services & General Government Appropriations bill (H.R. 2434/S.1573), including the Consumer Financial Protection Bureau (opposed new funding restrictions and other CFPB-related changes to Dodd-Frank financial reform law) and the IRS (opposed funding restrictions to Affordable Care Act individual mandate). H.R. 2434/S. 1573, Financial Services and General Government Appropriations bill for FY 2012 - Lobbied House Appropriations Committee leadership in opposition to cap and other changes to Dodd-Frank. H.R. 1125, Debt free America Act - Discussed legislation to repeal after 2021 the individual income tax, refundable and non-refundable personal tax credits, and the alternative minimum tax (AMT) on individuals and impose a 1% fee on bank transactions for debt reduction purposes. Pub. Law 111-203, Dodd/Frank Wall Street Reform and Consumer Protection Act - Opposed H.R. 2308 the "SEC Regulatory Accountability Act" - Lobbied for Senate action to fill the position of the Consumer Financial Protection Bureau. Testified before the Senate Banking Subcommittee on Financial Institutions and Consumer Protection on financial security issues facing older Americans. Participated in meetings with Hill staff on range of bills affecting financial services regulation (including H.R. 3010, S. 1615 and S. 1606).

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

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

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

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

Discussed financial regulatory reforms, including consumer and investor protections, a potential systemic risk regulator, and consolidation of agencies (no bill). Pub.Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation. Discussed draft legislation which would provide individuals a better understanding of the lifetime value of their 401(k) plan assets by including in a yearly benefit statement a conversion of their total accrued benefits into a monthly dollar amount as if they had opted to receive a lifetime annuity. (no bill) H.R.677/S.267, the Lifetime Income Disclosure Act-Supported the original co-sponsors of the House and Senate versions of the Lifetime Income Disclosure Act. This legislation would provide individuals with a better understanding of the lifetime value of their 401(k) plan assets by including in a yearly benefit statement a conversion of their total accrued benefits into a monthly dollar amount as if they had opted to receive a lifetime annuity. Discussed pending DOL and SEC regulations on the definition of a fiduciary. (no bill) Opposed Regs. to implement Dodd/Frank (P.L. 111-203) with regard to preemption of state consumer protection laws and visitorial rights of state attorneys general. H.R. 1121, The Responsible Consumer Financial Protection Regulation Act of 2011 - Expressed opposition as it weakens the Consumer Financial Protection Bureau under Dodd/Frank. H.R. 1315, The Consumer Financial Protection Safety and Soundness Improvement Act of 2011 - Expressed opposition as it weakens the CFPB under Dodd/Frank. S.746, Dodd-Frank Repeal Act of 2011 - Expressed opposition as it would roll back funding and authority for the CFPB under Dodd/Frank. S. 782, Economic Development Revitalization Act - Opposed Snowe amendment that would hamper regulation of small business (amendment defeated). Financial Services and General Government Appropriations bill for FY 2012 - Lobbied against language included in Subcommittee mark restricting funding of Consumer Finance Protection Bureau to $200 million and making new entity subject to appropriations. (no bill) H.R. 2434/S. 1573, Financial Services and General Government Appropriations bill for FY 2012 - Lobbied House Appropriations Committee leadership in opposition to cap and other changes to Dodd-Frank.

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

Discussed financial regulatory reforms, including consumer and investor protections, a potential systemic risk regulator, and consolidation of agencies (no bill). Pub.Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation. Discussed draft legislation which would provide individuals a better understanding of the lifetime value of their 401(k) plan assets by including in a yearly benefit statement a conversion of their total accrued benefits into a monthly dollar amount as if they had opted to receive a lifetime annuity. (no bill) H.R.677/S.267, the Lifetime Income Disclosure Act-Supported the original co-sponsors of the House and Senate versions of the Lifetime Income Disclosure Act. This legislation would provide individuals with a better understanding of the lifetime value of their 401(k) plan assets by including in a yearly benefit statement a conversion of their total accrued benefits into a monthly dollar amount as if they had opted to receive a lifetime annuity. Discussed pending DOL and SEC regulations on the definition of a fiduciary. (no bill) Opposed Regs. to implement Dodd/Frank (P.L. 111-203) with regard to preemption of state consumer protection laws and visitorial rights of state attorneys general. H.R. 1121, The Responsible Consumer Financial Protection Regulation Act of 2011 - Expressed opposition as it weakens the Consumer Financial Protection Bureau under Dodd/Frank. H.R. 1315, The Consumer Financial Protection Safety and Soundness Improvement Act of 2011 - Expressed opposition as it weakens the CFPB under Dodd/Frank. S.746, Dodd-Frank Repeal Act of 2011 - Expressed opposition as it would roll back funding and authority for the CFPB under Dodd/Frank. S. 782, Economic Development Revitalization Act - Opposed Snowe amendment that would hamper regulation of small business (amendment defeated). Financial Services and General Government Appropriations bill for FY 2012 - Lobbied against language included in Subcommittee mark restricting funding of Consumer Finance Protection Bureau to $200 million and making new entity subject to appropriations. (no bill) Lobbied House Appropriations Committee leadership in opposition to cap and other changes to Dodd-Frank. (no bill)

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

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

Discussed financial regulatory reforms, including consumer and investor protections, a potential systemic risk regulator, and consolidation of agencies (no bill). Pub.Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation. Discussed draft legislation which would provide individuals a better understanding of the lifetime value of their 401(k) plan assets by including in a yearly benefit statement a conversion of their total accrued benefits into a monthly dollar amount as if they had opted to receive a lifetime annuity. (no bill)

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

Discussed priority issues for AARP.

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

Discussed financial regulatory reforms, including consumer and investor protections, a potential systemic risk regulator, and consolidation of agencies (no bill). H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act of 2009 - Lobbied for increased transparency of 401(k) fees paid for by plan participants. H.R. 1988, Conflicted Investment Advice Prohibition Act of 2009 - Lobbied to ensure that individually directed account plan participants received investment advice from qualified advisors who are free from financial conflicts of interests. H.R. 2779, Defined Contribution Plan Fee Transparency Act of 2009 - Lobbied for increased transparency of 401(k) fees paid for by plan participants. H.R. 2989, 401(k) Fair Disclosure and Pension Security Act of 2009 - Lobbied for increased transparency of 401(k) fees paid for by plan participants and to ensure that individually directed account plan participants received investment advice from qualified advisors who are free from financial conflicts of interests. H.R. 3936 - Preserve Benefits and Jobs Acts of 2009 - Discussed need for pension funding relief in light of the combined impact of the U.S. recession and the funding requirements of the 2006 Pension Protection Act. S. 2832, Lifetime Income Disclosure Act - Lobbied in support of this legislation, which would provide individuals a better understanding of the lifetime value of their 401(k) plan assets by including in a yearly benefit statement a conversion of their total accrued benefits into a monthly dollar amount as if they had opted to receive a lifetime annuity. H.R. 4173, the Wall Street Reform and Consumer Protection Act of 2009 - Discussed implementation of legislation. H.R. 4849, the Small Business and Infrastructure Jobs Tax Act of 2010 - Discussed the potential inclusion of 401(k) fee disclosure and pension funding relief provisions within the bill. Ultimately, these provisions were not included in the legislation. H.R. 4213, the American Jobs and Closing Tax Loopholes Act - Lobbied for the inclusion of 401(k) fee disclosure provisions within the House version of the legislation. Senate Substitute Amendment to H.R. 4213, the American Jobs and Closing Tax Loopholes Act - Lobbied for the inclusion of 401(k) fee disclosure provisions within the Senate version of the legislation. Discussed issues surrounding lifetime income products, such as annuities, and provided written testimony for the Senate Special Committee on Aging hearing entitled "The Retirement Challenge-Making Savings Last a Lifetime." (no bill)

Discussed financial regulatory reforms, including consumer and investor protections, a potential systemic risk regulator, and consolidation of agencies (no bill). H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act of 2009 - Lobbied for increased transparency of 401(k) fees paid for by plan participants. H.R. 1988, Conflicted Investment Advice Prohibition Act of 2009 - Lobbied to ensure that individually directed account plan participants received investment advice from qualified advisors who are free from financial conflicts of interests. H.R. 2779, Defined Contribution Plan Fee Transparency Act of 2009 - Lobbied for increased transparency of 401(k) fees paid for by plan participants. H.R. 2989, 401(k) Fair Disclosure and Pension Security Act of 2009 - Lobbied for increased transparency of 401(k) fees paid for by plan participants and to ensure that individually directed account plan participants received investment advice from qualified advisors who are free from financial conflicts of interests. H.R. 3936 - Preserve Benefits and Jobs Acts of 2009 - Discussed need for pension funding relief in light of the combined impact of the U.S. recession and the funding requirements of the 2006 Pension Protection Act. S. 2832, Lifetime Income Disclosure Act - Lobbied in support of this legislation, which would provide individuals a better understanding of the lifetime value of their 401(k) plan assets by including in a yearly benefit statement a conversion of their total accrued benefits into a monthly dollar amount as if they had opted to receive a lifetime annuity. H.R. 4173, the Wall Street Reform and Consumer Protection Act of 2009 - Discussed implementation of legislation. H.R. 4849, the Small Business and Infrastructure Jobs Tax Act of 2010 - Discussed the potential inclusion of 401(k) fee disclosure and pension funding relief provisions within the bill. Ultimately, these provisions were not included in the legislation. H.R. 4213, the American Jobs and Closing Tax Loopholes Act - Lobbied for the inclusion of 401(k) fee disclosure provisions within the House version of the legislation. Senate Substitute Amendment to H.R. 4213, the American Jobs and Closing Tax Loopholes Act - Lobbied for the inclusion of 401(k) fee disclosure provisions within the Senate version of the legislation. Discussed issues surrounding lifetime income products, such as annuities, and provided written testimony for the Senate Special Committee on Aging hearing entitled "The Retirement Challenge-Making Savings Last a Lifetime." (no bill)

Discussed priority issues for AARP.

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). Discussed implementation of 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 - Discussed legislation that would promote patient decision aids to help people make informed, evidence-based decisions about health care treatment options. S. 960, Medicare Early Access Act of 2009 - Support for legislation to let Americans aged 55-64 who are otherwise without access to group or public coverage buy into Medicare. H.R. 2700, Prescription Coverage Now Act of 2009 - Discussed legislation that would 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 - Discussed legislation that would 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 - Discussed legislation that would 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). Discussed ideas to improve medicare for medicare beneficiaries. (no bill) Discussed Medicare physician payment issues. (no bill) S. 2128, Prevent Healthcare Fraud Act - Discussed Medicare Fraud. Discussed idea of an annual physical for Medicare beneficiaries (no bill). S.975 Seniors and Taxpayers Obligation and Protection Act - Lobbied in support of legislation. S.1256 Home and Community Balanced Incentives Act - Discussed implementation of certain enacted provisions. 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. S. 2926, the Economic Fairness for Seniors Act - Discussed the implications of legislation to provide $250 in economic relief to seniors, veterans and the disabled in response to the lack of a COLA in 2010; allow Medicare Part B premiums to remain at 2009 levels for all beneficiaries and to study the use of a new Consumer Price Index for use in calculating future Social Security COLAs. H.R. 3590, Patient Protection and Affordable Care Act - Lobbied in support of and on new implementation of health care law that would reform the health care system to provide affordable quality health care, reduce drug costs and expand access to long-term services and supports. H.R. 4872, Health Care and Education Reconciliation Act - Lobbied in support of and on implementation of health care law to make improvements in the Patient Protection and Affordable Care Act and implementation of certain provisions. H.R. 4993/S. 2814, Home Health Planning Improvement Act of 2010 - Wrote letters in support of Nurse Practitioners, Clinical Nurse Specialists, and Physician Assistants being able to order Medicare funded home health care. Extension of enhanced FMAP (no bill number) H. R. 3962/P.L. 111-192, Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act of 2010 - Which among other things, postpones the reduction of Medicare reimbursements for physician services until November 30, 2010. H.R. 6130, Strengthening Medicare Anti-Fraud Measures Act - Discussed medicare fraud. H.R. 5044/S. 3632, Medicare Fraud Enforcement and Prevention Act - Discussed medicare fraud. H.R. 5546, no official title, anti-fraud measure -Discussed medicare fraud. H.R. 5950, Improving Access to Medicare Coverage Act - To count a periof of observation status in a hospital exceeding 24 hours toward satisfying the 3-day inpatient hospital requirement for coverage of skilled nursing facility services under Medicare. H.R. 2773/S. 1295, Medicare Transitional Care Act and S. Amdt. 3273, Protection and Affordable Care Act - To cover transitional care services to improve the quality and care under the Medicare Program. S. 3632, The Medicare and Medicaid Fraud Enforcement and Prevention Act of 2010 - Fraud bill would seek to curtail wasted fraud and abuse in the Medicare and Healthcare Programs. House Amendment to Senate Amendment to H.R. 2847 "Jobs for Main Street Act" - Discussed redirection of some TARP funds to extend unemployment insurance and COBRA eligibility and FMAP assistance to state governments. H.R. 4213 American Workers, State, and Business Relief Act/American Jobs and Closing Tax Loopholes Act - Lobbied for extension of UI, COBRA, FMAP, and SGR. S. 3686, Labor, HHS, Education and related agencies Appropriations Act, FY 2011 - Lobbied for FMAP fix and related health care programs. S. 2814/H.R. 4993, Home Health Care Planning Improvements Act of 2010 - Legislation would allow advanced practice nurses and physician assistants to order medicare supported home health care. Discussed Durable Medical Equipment bidding. (no bill) H.R.5712, Physician Payment and Therapy Relief Act of 2010 - Lobbied in support of legislation that would provide a one-month extension of the existing physician payment update. H.R.4994, Medicare and Medicaid Extenders Act of 2010 - Lobbied in support of legislation that would provide a one year extension of the physician payment update. H.R. 3081, Continuing Resolution FY 2011, H.J.Res. 105, making further continuing appropriations for fiscal year 2011, and H.J.Res. 101 making further continuing appropriations for fiscal year 2011 - Lobbied for FMA fix inclusion in appropriations legislation.

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

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

Lobbied for introduction of legislation that would end the age cap in the earned income tax credit. (no bill) 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 income weatherization; modernizing the poverty measure; and modernizing the asset tests that are used to determine eligibility for federal benefits. (no bill) Discussed tax assistance funding. (no bill) H.R.1159 - To amend the Internal Revenue code of 1989 to provide special rules for investments lost in a fraudulent Ponzi-type scheme. Discussed legislation to grant tax relief to victims of Ponzi-type schemes. H.R. 4849, the Small Business and Infrastructure Jobs Tax Act of 2010 - Discussed the potential inclusion of 401(k) fee disclosure and pension funding relief provisions within the bill. H.R. 6099, the Automatic IRA Act of 2010 - Lobbied for introduction and cosponsorship of legislation to provide automatic individual retirement accounts, funded via payroll deduction, to indivuduals who work for an employer of a particular size and tenure who does not currently offer a retirement vehicle to their employees. S. 3760, the Automatic IRA Act of 2010 - Lobbied for introduction and cosponsorship of legislation to provide automatic individual retirement accounts, funded via payroll deduction, to individuals who work for an employer of a particular size and tenure who does not currently offer a retirement vehicle to their employees.

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 - Supported Community First Choice Option version of this legislation in health care reform and inquired about eligibility criteria and implementation. S.631/H.R.2223, Patient Safety and Abuse Prevention Act in Patient Protection and Affordable Care Act (P.L.111-148) - Discussed implementation of criminal background checks for employees of long-term care providers in healthcare reform law. Discussed implementation of 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 - Discussed legislation that would promote patient decision aids to help people make informed, evidence-based decisions about health care treatment options. S. 960, Medicare Early Access Act of 2009 - Support for legislation to let Americans aged 55-64 who are otherwise without access to group or public coverage buy into Medicare. H.R. 2700, Prescription Coverage Now Act of 2009 - Discussed legislation that would 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 - Discussed legislation that would 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 - Discussed legislation that would 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). Discussed ideas to improve medicare for medicare beneficiaries. (no bill) Discussed Medicare physician payment issues. (no bill) S. 2128, Prevent Healthcare Fraud Act - Discussed Medicare Fraud. Discussed idea of an annual physical for Medicare beneficiaries (no bill). S.975 Seniors and Taxpayers Obligation and Protection Act - Lobbied in support of legislation. S.1256 Home and Community Balanced Incentives Act - Discussed implementation of certain enacted provisions. 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. S. 2926, the Economic Fairness for Seniors Act - Discussed the implications of legislation to provide $250 in economic relief to seniors, veterans and the disabled in response to the lack of a COLA in 2010; allow Medicare Part B premiums to remain at 2009 levels for all beneficiaries and to study the use of a new Consumer Price Index for use in calculating future Social Security COLAs. H.R. 3590, Patient Protection and Affordable Care Act - Lobbied in support of and on new implementation of health care law that would reform the health care system to provide affordable quality health care, reduce drug costs and expand access to long-term services and supports. H.R. 4872, Health Care and Education Reconciliation Act - Lobbied in support of and on implementation of health care law to make improvements in the Patient Protection and Affordable Care Act and implementation of certain provisions. H.R. 4993/S. 2814, Home Health Planning Improvement Act of 2010 - Wrote letters in support of Nurse Practitioners, Clinical Nurse Specialists, and Physician Assistants being able to order Medicare funded home health care. Extension of enhanced FMAP (no bill number) H. R. 3962/P.L. 111-192, Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act of 2010 - Which among other things, postpones the reduction of Medicare reimbursements for physician services until November 30, 2010. H.R. 6130, Strengthening Medicare Anti-Fraud Measures Act - Discussed medicare fraud. H.R. 5044/S. 3632, Medicare Fraud Enforcement and Prevention Act - Discussed medicare fraud. H.R. 5546, no official title, anti-fraud measure -Discussed medicare fraud. H.R. 5950, Improving Access to Medicare Coverage Act - To count a periof of observation status in a hospital exceeding 24 hours toward satisfying the 3-day inpatient hospital requirement for coverage of skilled nursing facility services under Medicare. H.R. 2773/S. 1295, Medicare Transitional Care Act and S. Amdt. 3273, Protection and Affordable Care Act - To cover transitional care services to improve the quality and care under the Medicare Program. S. 3632, The Medicare and Medicaid Fraud Enforcement and Prevention Act of 2010 - Fraud bill would seek to curtail wasted fraud and abuse in the Medicare and Healthcare Programs. House Amendment to Senate Amendment to H.R. 2847 "Jobs for Main Street Act" - Discussed redirection of some TARP funds to extend unemployment insurance and COBRA eligibility and FMAP assistance to state governments. H.R. 4213 American Workers, State, and Business Relief Act/American Jobs and Closing Tax Loopholes Act - Lobbied for extension of UI, COBRA, FMAP, and SGR. S. 3686, Labor, HHS, Education and related agencies Appropriations Act, FY 2011 - Lobbied for FMAP fix and related health care programs. H.R. 3081, Continuing Resolution, FY 2011 - Lobbied for FMAP fix inclusion in appropriations legislation. S. 2814/H.R. 4993, Home Health Care Planning Improvements Act of 2010 - Legislation would allow advanced practice nurses and physician assistants to order medicare supported home health care. Discussed Durable Medical Equipment bidding. (no bill)

Lobbied for introduction of legislation that would end the age cap in the earned income tax credit. (no bill) 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) Discussed income weatherization; modernizing the poverty measure; and modernizing the asset tests that are used to determine eligibility for federal benefits. (no bill) Discussed tax assistance funding. (no bill) H.R.1159 - To amend the Internal Revenue code of 1989 to provide special rules for investments lost in a fraudulent Ponzi-type scheme. Discussed legislation to grant tax relief to victims of Ponzi-type schemes. H.R. 4213, the American Jobs and Closing Tax Loopholes Act/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. H.R. 4849, the Small Business and Infrastructure Jobs Tax Act of 2010 - Discussed the potential inclusion of 401(k) fee disclosure and pension funding relief provisions within the bill.

Discussed financial regulatory reforms, including consumer and investor protections, a potential systemic risk regulator, and consolidation of agencies (no bill). H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act of 2009 - Lobbied for increased transparency of 401(k) fees paid for by plan participants. H.R. 1988, Conflicted Investment Advice Prohibition Act of 2009 - Lobbied to ensure that individually directed account plan participants received investment advice from qualified advisors who are free from financial conflicts of interests. H.R. 2779, Defined Contribution Plan Fee Transparency Act of 2009 - Lobbied for increased transparency of 401(k) fees paid for by plan participants. H.R. 2989, 401(k) Fair Disclosure and Pension Security Act of 2009 - Lobbied for increased transparency of 401(k) fees paid for by plan participants and to ensure that individually directed account plan participants received investment advice from qualified advisors who are free from financial conflicts of interests. H.R. 3936 - Preserve Benefits and Jobs Acts of 2009 - Discussed need for pension funding relief in light of the combined impact of the U.S. recession and the funding requirements of the 2006 Pension Protection Act. S. 2832, Lifetime Income Disclosure Act - Lobbied in support of this legislation, which would provide individuals a better understanding of the lifetime value of their 401(k) plan assets by including in a yearly benefit statement a conversion of their total accrued benefits into a monthly dollar amount as if they had opted to receive a lifetime annuity. H.R. 4173, the Wall Street Reform and Consumer Protection Act of 2009 - Lobbied in favor of financial regulatory reforms, including consumer and investor protections, preserving states' authority to enforce consumer protection laws and CFPA's authority to enforce rules it adopts. H.R. 4849, the Small Business and Infrastructure Jobs Tax Act of 2010 - Discussed the potential inclusion of 401(k) fee disclosure and pension funding relief provisions within the bill. Ultimately, these provisions were not included in the legislation. H.R. 4213, the American Jobs and Closing Tax Loopholes Act - Lobbied for the inclusion of 401(k) fee disclosure provisions within the House version of the legislation. Senate Substitute Amendment to H.R. 4213, the American Jobs and Closing Tax Loopholes Act - Lobbied for the inclusion of 401(k) fee disclosure provisions within the Senate version of the legislation. Discussed issues surrounding lifetime income products, such as annuities, and provided written testimony for the Senate Special Committee on Aging hearing entitled "The Retirement Challenge-Making Savings Last a Lifetime." (no bill)

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

Discussed financial regulatory reforms, including consumer and investor protections, a potential systemic risk regulator, and consolidation of agencies (no bill). H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act of 2009 - Lobbied for increased transparency of 401(k) fees paid for by plan participants. H.R. 1988, Conflicted Investment Advice Prohibition Act of 2009 - Lobbied to ensure that individually directed account plan participants received investment advice from qualified advisors who are free from financial conflicts of interests. H.R. 2779, Defined Contribution Plan Fee Transparency Act of 2009 - Lobbied for increased transparency of 401(k) fees paid for by plan participants. H.R. 2989, 401(k) Fair Disclosure and Pension Security Act of 2009 - Lobbied for increased transparency of 401(k) fees paid for by plan participants and to ensure that individually directed account plan participants received investment advice from qualified advisors who are free from financial conflicts of interests. H.R. 3936 - Preserve Benefits and Jobs Acts of 2009 - Discussed need for pension funding relief in light of the combined impact of the U.S. recession and the funding requirements of the 2006 Pension Protection Act. S. 2832, Lifetime Income Disclosure Act - Lobbied in support of this legislation, which would provide individuals a better understanding of the lifetime value of their 401(k) plan assets by including in a yearly benefit statement a conversion of their total accrued benefits into a monthly dollar amount as if they had opted to receive a lifetime annuity. H.R. 4173, the Wall Street Reform and Consumer Protection Act of 2009 - Lobbied in favor of financial regulatory reforms, including consumer and investor protections, preserving states' authority to enforce consumer protection laws and CFPA's authority to enforce rules it adopts. H.R. 4849, the Small Business and Infrastructure Jobs Tax Act of 2010 - Discussed the potential inclusion of 401(k) fee disclosure and pension funding relief provisions within the bill. Ultimately, these provisions were not included in the legislation. H.R. 4213, the American Jobs and Closing Tax Loopholes Act - Lobbied for the inclusion of 401(k) fee disclosure provisions within the House version of the legislation. Senate Substitute Amendment to H.R. 4213, the American Jobs and Closing Tax Loopholes Act - Lobbied for the inclusion of 401(k) fee disclosure provisions within the Senate version of the legislation. Discussed issues surrounding lifetime income products, such as annuities, and provided written testimony for the Senate Special Committee on Aging hearing entitled "The Retirement Challenge-Making Savings Last a Lifetime." (no bill)

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 - Supported Community First Choice Option version of this legislation in health care reform and inquired about eligibility criteria. S.245, Retooling the Health Care Workforce for an Aging America Act - Discussed moving forward provisions not in healthcare reform. S.631/H.R.2223, Patient Safety and Abuse Prevention Act - Drafted comment letter on implementation of criminal background checks for employees of long-term care providers in healthcare reform law. Discussed implementation of 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 - Discussed legislation that would promote patient decision aids to help people make informed, evidence-based decisions about health care treatment options. S. 960, Medicare Early Access Act of 2009 - Support for legislation to let Americans aged 55-64 who are otherwise without access to group or public coverage buy into Medicare. H.R. 2700, Prescription Coverage Now Act of 2009 - Discussed legislation that would 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 - Discussed legislation that would 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 - Discussed legislation that would 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). Discussed ideas to improve medicare for medicare beneficiaries. (no bill) Discussed Medicare physician payment issues. (no bill) S. 2128, Prevent Healthcare Fraud Act - Discussed Medicare Fraud. Discussed idea of an annual physical for Medicare beneficiaries (no bill). S.975 Seniors and Taxpayers Obligation and Protection Act - Lobbied in support of legislation. S.1256 Home and Community Balanced Incentives Act - Discussed implementation of certain enacted provisions. 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. S. 2926, the Economic Fairness for Seniors Act - Discussed the implications of legislation to provide $250 in economic relief to seniors, veterans and the disabled in response to the lack of a COLA in 2010; allow Medicare Part B premiums to remain at 2009 levels for all beneficiaries and to study the use of a new Consumer Price Index for use in calculating future Social Security COLAs. H.R. 3590, Patient Protection and Affordable Care Act - Lobbied in support of and on new implementation of health care law that would reform the health care system to provide affordable quality health care, reduce drug costs and expand access to long-term services and supports. H.R. 4872, Health Care and Education Reconciliation Act - Lobbied in support of health care law to make improvements in the Patient Protection and Affordable Care Act and implementation of certain provisions. House Amendment to Senate Amendment to H.R. 2847 "Jobs for Main Street Act" - Discussed redirection of some TARP funds to extend unemployment insurance and COBRA eligibility and FMAP assistance to state governments. H.R. 4213 American Workers, State, and Business Relief Act/American Jobs and Closing Tax Loopholes Act - Lobbied for extension of UI, COBRA, FMAP, and SGR.

Lobbied for introduction of legislation that would end the age cap in the earned income tax credit. (no bill) 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) Discussed income weatherization; modernizing the poverty measure; and modernizing the asset tests that are used to determine eligibility for federal benefits. (no bill) Discussed tax assistance funding. (no bill) H.R.1159 - To amend the Internal Revenue code of 1989 to provide special rules for investments lost in a fraudulent Ponzi-type scheme. Discussed legislation to grant tax relief to victims of Ponzi-type schemes. H.R. 4213, the American Jobs and Closing Tax Loopholes Act/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. H.R. 4849, the Small Business and Infrastructure Jobs Tax Act of 2010 - Discussed the potential inclusion of 401(k) fee disclosure and pension funding relief provisions within the bill.

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

H.R.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)

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 - Supported Community First Choice Option version of this legislation in health care reform. S.245/H.R. 468/S.434/H.R.2688, Retooling the Health Care Workforce for an Aging America Act and possible amendments, in healthcare reform, including Family Caregiving provisions. S.113/H.R.2560, Empowered at Home Act and the Independence at Home Act - Discussed long-term care and chronic care legislation that AARP endorsed and provisions included in health reform legislation. S.631/H.R.2223, Patient Safety and Abuse Prevention Act - Support for legislation in healthcare reform on criminal background checks for employees of long-term care providers and specific bill provisions. S. 697/H.R.1721, Class Act - Discussed provisions of CLASS in House and Senate health reform bills and urged inclusion of CLASS in Senate and House HCR legislation. S.1131/H.R.2560 Independence at Home Act - Discussed AARP's support for this Medicare care coordination bill; and it's inclusion in health reform legislation. 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 - Discussed legislation that would 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 - Discussed legislation that would reduce unnecessary hospital readmissions, improve quality for Medicare beneficiaries, and reduce wasteful spending in Medicare; worked to incorporate bill and its elements into health reform legislation. S. 960, Medicare Early Access Act of 2009 - Support for legislation to let Americans aged 55-64 who are otherwise without access to group or public coverage buy into Medicare. H.R. 2700, Prescription Coverage Now Act of 2009 - Discussed legislation that would 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 - Discussed legislation that would 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 - Discussed legislation that would 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). S.750 Caring for an Aging America Act - Discussed as possible amendment to health reform bill. 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. (no bill) S. 2128, Prevent Healthcare Fraud Act - Discussed Medicare Fraud. 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. S.1256 Home and Community Balanced Incentives Act - Discussed inclusion of this legislation in health reform legislation and advocated for amendment in Senate healthcare reform legislation. 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. S. 2926, the Economic Fairness for Seniors Act - Discussed the implications of legislation to provide $250 in economic relief to seniors, veterans and the disabled in response to the lack of a COLA in 2010; allow Medicare Part B premiums to remain at 2009 levels for all beneficiaries and to study the use of a new Consumer Price Index for use in calculating future Social Security COLAs. H.R. 3590, Patient Protection and Affordable Care Act - Lobbied in support of health care legislation that would reform the health care system to provide affordable quality health care, reduce drug costs and expand access to long-term services and supports. H.R. 4872, Health Care and Education Reconciliation Act - Lobbied in support of health care legislation to make improvements in the Patient Protection and Affordable Care Act. H.R. 3200 America's Affordable Health Choices Act/S. 1679, Americas Health Choices Act/ S.1796, America's Healthy Future Act - Discussed need for affordable quality healthcare, delivery system reform, ending age discrimination in the health insurance industry, "ending rating by health condition or any proxy," closing the doughnut hole, creating a pathway for generic biologics, allowing and funding states to provide home and community based services, creating a transitional benefit in medicare and expanding the asset limit to qualify for low-income programs in medicare, and modifying medicare advantage. House Amendment to Senate Amendment to H.R. 2847 "Jobs for Main Street Act" - Discussed redirection of some TARP funds to extend unemployment insurance and COBRA eligibility and FMAP assistance to state governments.

H.R. 946, the Plain Language Act of 2009-Lobbied for the use of plain language in communications between the federal government and the public. Discussed suitability of sale of annuities (no bill). H.R. 1705/S. 566, the Financial Product Safety Commission of Act of 2009 - Lobbied for support for the bills. Discussed financial regulatory reforms, including consumer and investor protections, a potential systemic risk regulator, and consolidation of agencies (no bill). H.R. 3126, the Consumer Financial Protection Agency Act of 2009 - Lobbied to preserve states' authority to adopt and apply consumer protection laws, preserve state Attorney Generals' authority to enforce consumer protection laws, and preserve CFPA's authority to endorce rules it adopts. H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act of 2009 - Lobbied for increased transparency of 401(k) fees paid for by plan participants. H.R. 1988, Conflicted Investment Advice Prohibition Act of 2009 - Lobbied to ensure that individually directed account plan participants received investment advice from qualified advisors who are free from financial conflicts of interests. H.R. 2779, Defined Contribution Plan Fee Transparency Act of 2009 - Lobbied for increased transparency of 401(k) fees paid for by plan participants. H.R. 2989, 401(k) Fair Disclosure and Pension Security Act of 2009 - Lobbied for increased transparency of 401(k) fees paid for by plan participants and to ensure that individually directed account plan participants received investment advice from qualified advisors who are free from financial conflicts of interests. H.R. 3936 - Preserve Benefits and Jobs Acts of 2009 - Discussed need for pension funding relief in light of the combined impact of the U.S. recession and the funding requirements of the 2006 Pension Protection Act. S. 2832, Lifetime Income Disclosure Act - Lobbied in support of this legislation, which would provide individuals a better understanding of the lifetime value of their 401(k) plan assets by including in a yearly benefit statement a conversion of their total accrued benefits into a monthly dollar amount as if they had opted to receive a lifetime annuity. H.R. 4173, the Wall Street Reform and Consumer Protection Act of 2009 - Lobbied in favor of financial regulatory reforms, including consumer and investor protections, a potential systemic risk regulator, and consolidation of agencies. H.R. 4849, the Small Business and Infrastructure Jobs Tax Act of 2010 - Discussed the potential inclusion of 401(k) fee disclosure and pension funding relief provisions within the bill. Ultimately, these provisions were not included in the legislation. Restoring American Financial Stability Act of 2010 - Lobbied for support of the bill and to preserve consumer and investor protections, preserve states authority to enforce consumer protection laws and CFPA's authority to enforce rules it adopts.

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

Lobbied for introduction of legislation that would end the age cap in the earned income tax credit. (no bill) 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) Discussed income weatherization; modernizing the poverty measure; and modernizing the asset tests that are used to determine eligibility for federal benefits. (no bill) Discussed tax assistance funding. (no bill) S. 434, Empowerment at Home Act (includes caregiver tax credit) - Discussed tax credits for caregivers. H.R.1159 - To amend the Internal Revenue code of 1989 to provide special rules for investments lost in a fraudulent Ponzi-type scheme. Discussed legislation to grant tax relief to victims of Ponzi-type schemes. H.R. 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. H.R. 4849, the Small Business and Infrastructure Jobs Tax Act of 2010 - Discussed the potential inclusion of 401(k) fee disclosure and pension funding relief provisions within the bill. Ultimately, these provisions were not included in the legislation.

H.R. 946, the Plain Language Act of 2009-Lobbied for the use of plain language in communications between the federal government and the public. Discussed suitability of sale of annuities (no bill). H.R. 1705/S. 566, the Financial Product Safety Commission of Act of 2009 - Lobbied for support for the bills. Discussed financial regulatory reforms, including consumer and investor protections, a potential systemic risk regulator, and consolidation of agencies (no bill). H.R. 3126, the Consumer Financial Protection Agency Act of 2009 - Lobbied to preserve states' authority to adopt and apply consumer protection laws, preserve state Attorney Generals' authority to enforce consumer protection laws, and preserve CFPA's authority to endorce rules it adopts. H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act of 2009 - Lobbied for increased transparency of 401(k) fees paid for by plan participants. H.R. 1988, Conflicted Investment Advice Prohibition Act of 2009 - Lobbied to ensure that individually directed account plan participants received investment advice from qualified advisors who are free from financial conflicts of interests. H.R. 2779, Defined Contribution Plan Fee Transparency Act of 2009 - Lobbied for increased transparency of 401(k) fees paid for by plan participants. H.R. 2989, 401(k) Fair Disclosure and Pension Security Act of 2009 - Lobbied for increased transparency of 401(k) fees paid for by plan participants and to ensure that individually directed account plan participants received investment advice from qualified advisors who are free from financial conflicts of interests. H.R. 3936 - Preserve Benefits and Jobs Acts of 2009 - Discussed need for pension funding relief in light of the combined impact of the U.S. recession and the funding requirements of the 2006 Pension Protection Act. S. 2832, Lifetime Income Disclosure Act - Lobbied in support of this legislation, which would provide individuals a better understanding of the lifetime value of their 401(k) plan assets by including in a yearly benefit statement a conversion of their total accrued benefits into a monthly dollar amount as if they had opted to receive a lifetime annuity. H.R. 4173, the Wall Street Reform and Consumer Protection Act of 2009 - Lobbied in favor of financial regulatory reforms, including consumer and investor protections, a potential systemic risk regulator, and consolidation of agencies. H.R. 4849, the Small Business and Infrastructure Jobs Tax Act of 2010 - Discussed the potential inclusion of 401(k) fee disclosure and pension funding relief provisions within the bill. Ultimately, these provisions were not included in the legislation. Restoring American Financial Stability Act of 2010 - Lobbied for support of the bill and to preserve consumer and investor protections, preserve states authority to enforce consumer protection laws and CFPA's authority to enforce rules it adopts.

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 - Supported Community First Choice Option version of this legislation in health care reform. S.245/H.R. 468/S.434/H.R.2688, Retooling the Health Care Workforce for an Aging America Act and possible amendments, in healthcare reform, including Family Caregiving provisions. S.113/H.R.2560, Empowered at Home Act and the Independence at Home Act - Discussed long-term care and chronic care legislation that AARP endorsed and provisions included in health reform legislation. S.631/H.R.2223, Patient Safety and Abuse Prevention Act - Support for legislation in healthcare reform on criminal background checks for employees of long-term care providers and specific bill provisions. S. 697/H.R.1721, Class Act - Discussed provisions of CLASS in House and Senate health reform bills and urged inclusion of CLASS in Senate and House HCR legislation. S.1131/H.R.2560 Independence at Home Act - Discussed AARP's support for this Medicare care coordination bill; and it's inclusion in health reform legislation. 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 - Discussed legislation that would 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 - Discussed legislation that would reduce unnecessary hospital readmissions, improve quality for Medicare beneficiaries, and reduce wasteful spending in Medicare; worked to incorporate bill and its elements into health reform legislation. S. 960, Medicare Early Access Act of 2009 - Support for legislation to let Americans aged 55-64 who are otherwise without access to group or public coverage buy into Medicare. H.R. 2700, Prescription Coverage Now Act of 2009 - Discussed legislation that would 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 - Discussed legislation that would 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 - Discussed legislation that would 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). S.750 Caring for an Aging America Act - Discussed as possible amendment to health reform bill. 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. (no bill) S. 2128, Prevent Healthcare Fraud Act - Discussed Medicare Fraud. 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. S.1256 Home and Community Balanced Incentives Act - Discussed inclusion of this legislation in health reform legislation and advocated for amendment in Senate healthcare reform legislation. 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. S. 2926, the Economic Fairness for Seniors Act - Discussed the implications of legislation to provide $250 in economic relief to seniors, veterans and the disabled in response to the lack of a COLA in 2010; allow Medicare Part B premiums to remain at 2009 levels for all beneficiaries and to study the use of a new Consumer Price Index for use in calculating future Social Security COLAs. H.R. 3590, Patient Protection and Affordable Care Act - Lobbied in support of health care legislation that would reform the health care system to provide affordable quality health care, reduce drug costs and expand access to long-term services and supports. H.R. 4872, Health Care and Education Reconciliation Act - Lobbied in support of health care legislation to make improvements in the Patient Protection and Affordable Care Act. H.R. 3200 America's Affordable Health Choices Act/S. 1679, Americas Health Choices Act/ S.1796, America's Healthy Future Act - Discussed need for affordable quality healthcare, delivery system reform, ending age discrimination in the health insurance industry, "ending rating by health condition or any proxy," closing the doughnut hole, creating a pathway for generic biologics, allowing and funding states to provide home and community based services, creating a transitional benefit in medicare and expanding the asset limit to qualify for low-income programs in medicare, and modifying medicare advantage. House Amendment to Senate Amendment to H.R. 2847 "Jobs for Main Street Act" - Discussed redirection of some TARP funds to extend unemployment insurance and COBRA eligibility and FMAP assistance to state governments.

H.R. 946, the Plain Language Act of 2009-Lobbied for the use of plain language in communications between the federal government and the public. Discussed suitability of sale of annuities (no bill). H.R. 1705/S. 566, the Financial Product Safety Commission of Act of 2009 - Lobbied for support for the bills. Discussed financial regulatory reforms, including consumer and investor protections, a potential systemic risk regulator, and consolidation of agencies (no bill). H.R. 3126, the Consumer Financial Protection Agency Act of 2009 - Lobbied to preserve states' authority to adopt and apply consumer protection laws, preserve state Attorney Generals' authority to enforce consumer protection laws, and preserve CFPA's authority to endorce rules it adopts. H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act of 2009 - Lobbied for increased transparency of 401(k) fees paid for by plan participants. H.R. 1988, Conflicted Investment Advice Prohibition Act of 2009 - Lobbied to ensure that individually directed account plan participants received investment advice from qualified advisors who are free from financial conflicts of interests. H.R. 2779, Defined contribution Plan Fee Transparency Act of 2009 - Lobbied increased transparency of 401(k) fees paid for by plan participants. H.R. 2989, 401(k) Fair Disclosure and Pension Security Act of 2009 - Lobbied for increased transparency of 401(k) fees paid for by plan participants and to ensure that individually directed account plan participants received investment advice from qualified advisors who are free from financial conflicts of interests. H.R. 3936 - Preserve Benefits and Jobs Acts of 2009 - Discussed the implications of this legislation pertaining to pension funding relief in light of the combined impact of the U.S. recession and the funding requirements of the 2006 Pension Protection Act. S. 2832, Lifetime Income Disclosure Act - Wrote letter of support for this legislation, which would provide individuals a better understanding of the lifetime value of their 401(k) plan assets by including in a yearly benefit statement a conversion of their total accrued benefits into a monthly dollar amount as if they had opted to receive lifetime annuity. H.R. 4173, the Wall Street Reform and Consumer Protection Act of 2009 - Lobbied in favor of financial regulatory reforms, including consumer and investor protections, a potential systemic risk regulator, and consolidation of agencies.

Lobbied for introduction of legislation that would end the age cap in the earned income tax credit. (no bill) 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) Discussed income weatherization; modernizing the poverty measure; and modernizing the asset tests that are used to determine eligibility for federal benefits. (no bill) Discussed tax assistance funding. (no bill) S. 434, Empowerment at Home Act (includes caregiver tax credit) - Discussed tax credits for caregivers. H.R.3170/S.1432 Financial Services and General Government Appropriations bill for FY 2010 - Lobbied for funding for the IRS Tax Counseling for the Elderly and other taxpayer assistance programs. H.R.1159 - To amend the Internal Revenue code of 1989 to provide special rules for investments lost in a fraudulent Ponzi-type scheme. Discussed legislation to grant tax relief to victims of Ponzi-type schemes.

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

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

Lobbied for introduction of legislation that would end the age cap in the earned income tax credit. (no bill) 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) Discussed income weatherization; modernizing the poverty measure; and modernizing the asset tests that are used to determine eligibility for federal benefits. (no bill) Discussed tax assistance funding. (no bill) S. 434, Empowerment at Home Act (includes caregiver tax credit) - Discussed tax credits for caregivers. H.R.3170/S.1432 Financial Services and General Government Appropriations bill for FY 2010 - Lobbied for funding for the IRS Tax Counseling for the Elderly and other taxpayer assistance programs. H.R.1159 - To amend the Internal Revenue code of 1989 to provide special rules for investments lost in a fraudulent Ponzi-type scheme. Discussed legislation to grant tax relief to victims of Ponzi-type schemes.

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 - Supported Community First Choice Option version of this legislation in health care reform. S.245/H.R. 468/S.434/H.R.2688, Retooling the Health Care Workforce for an Aging America Act and possible amendments, in healthcare reform, including Family Caregiving provisions. S.113/H.R.2560, Empowered at Home Act and the Independence at Home Act - Discussed long-term care and chronic care legislation that AARP endorsed and including provisions in health reform 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 provisions of CLASS in House and Senate health reform bills and urged inclusion of CLASS in Senate and House HCR legislation. S.1131/H.R.2560 Independence at Home Act - Discussed AARP's support for this Medicare care coordination bill; and urged it's inclusion in health reform legislation. 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 - Discussed legislation that would 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 - Discussed legislation that would reduce unnecessary hospital readmissions, improve quality for Medicare beneficiaries, and reducing wasteful spending in Medicare; 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 - Discussed legislation that would 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 - Discussed legislation that would 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 - Discussed legislation that would 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). S.750 Caring for an Aging America Act - Discussed possible amendment to health reform bill. 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. (no bill) S. 2128, Prevent Healthcare Fraud Act - Discussed Medicare Fraud. 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 proposals to address LTC and HCBS in the context of health care reform. (no bill) S.1256 Home and Community Balanced Incentives Act - Discussed inclusion of this legislation in health reform legislation and advocated for amendment in Senate healthcare reform legislation. 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, "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 in medicare and expanding the asset limit to qualify for low-income programs in medicare, and modifying medicare advantage. 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, provide social security beneficiaries with $250 in economic relief in response to the lack of cost of living adjustment for 2010, and convert from the CPI-W to the CPI-E. 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 Medicare physician payments. H.R. 2996, Division B, 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" - Discussed redirection of some TARP funds to extend unemployment insurance and COBRA eligibility and FMAP assistance to state governments. 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. 946, the Plain Language Act of 2009-Lobbied for the use of plain language in communications between the federal government and the public. Discussed suitability of sale of annuities (no bill). H.R. 1705/S. 566, the Financial Product Safety Commission of Act of 2009 - Lobbied for support for the bills. Discussed financial regulatory reforms, including consumer and investor protections, a potential systemic risk regulator, and consolidation of agencies (no bill). AARP testified at a joint hearing of the Department of Labor and the Securities and Exchange Commission on the target date funds (no bill). H.R. 3126, the Consumer Financial Protection Agency Act of 2009 - Lobbied to preserve states' authority to adopt and apply consumer protection laws, preserve state Attorney Generals' authority to enforce consumer protection laws, and preserve CFPA's authority to endorce rules it adopts. H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act of 2009 - Lobbied for increased transparency of 401(k) fees paid for by plan participants. H.R. 1988, Conflicted Investment Advice Prohibition Act of 2009 - Lobbied to ensure that individually directed account plan participants received investment advice from qualified advisors who are free from financial conflicts of interests. H.R. 2779, Defined contribution Plan Fee Transparency Act of 2009 - Lobbied increased transparency of 401(k) fees paid for by plan participants. H.R. 2989, 401(k) Fair Disclosure and Pension Security Act of 2009 - Lobbied for increased transparency of 401(k) fees paid for by plan participants and to ensure that individually directed account plan participants received investment advice from qualified advisors who are free from financial conflicts of interests.

H.R.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. 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.

Lobbied for introduction of legislation that would end the age cap in the earned income tax credit. (no bill) 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 table s that implement Make Work Pay to pension and other retirement income. (no bill) Income weatherization; modernizing the poverty measure; and modernizing the asset tests that are used to determine eligibility for federal benefits. (no bill) Discussed tax assistance funding. (no bill) Discussed tax credits for caregivers. (no bill) H.R.3170/S.1432 Financial Services and General Government Appropriations bill for FY 2010 - Lobbied for funding for the IRS Tax Counseling for the Elderly and other taxpayer assistance programs. H.R.1159 - To amend the Internal Revenue code of 1989 to provide special rules for investments lost in a fraudulent Ponzi-type scheme. Discussed legislation to grant tax relief to victims of Ponzi-type schemes.

H.R. 946, the Plain Language Act of 2009-Lobbied for the use of plain language in communications between the federal government and the public. Discussed suitability of sale of annuities (no bill). H.R. 1705/S. 566, the Financial Product Safety Commission of Act of 2009 - Lobbied for support for the bills. Discussed financial regulatory reforms, including consumer and investor protections, a potential systemic risk regulator, and consolidation of agencies (no bill). AARP testified at a joint hearing of the Department of Labor and the Securities and Exchange Commission on the target date funds (no bill). H.R. 3126, the Consumer Financial Protection Agency Act of 2009 - Lobbied to preserve states' authority to adopt and apply consumer protection laws, preserve state Attorney Generals' authority to enforce consumer protection laws, and preserve CFPA's authority to endorce rules it adopts. H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act of 2009 - Lobbied for increased transparency of 401(k) fees paid for by plan participants. H.R. 1988, Conflicted Investment Advice Prohibition Act of 2009 - Lobbied to ensure that individually directed account plan participants received investment advice from qualified advisors who are free from financial conflicts of interests. H.R. 2779, Defined contribution Plan Fee Transparency Act of 2009 - Lobbied increased transparency of 401(k) fees paid for by plan participants. H.R. 2989, 401(k) Fair Disclosure and Pension Security Act of 2009 - Lobbied for increased transparency of 401(k) fees paid for by plan participants and to ensure that individually directed account plan participants received investment advice from qualified advisors who are free from financial conflicts of interests.

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.