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Reported covered position: Labor Policy Dir. US House Committee on Education
How to read the money
Income and expense are whole-filing amounts associated with this lobbyist, not personal compensation or an allocated share.
No topic inference: each bill number appears in source LDA issue text assigned to this lobbyist.
S. 2569, Domestic Worker Bill of Rights Act. S. 248, the FAMILY Act. No bill number. Discussed paid leave. H.R. 3992, Protect Older Job Applicants Act. H.R. 2062/ S. 880, Protecting Older Workers Against Discrimination Act. No bill number. Discussed pooled plans and other retirement issues. H.R. 4502, Labor, Health & Human Services Appropriations Act, FY 2022.
Specific issues are shown only where the LDA source assigned them to this lobbyist. Targets apply to the associated filing.
No bill number. Discussed family caregiving and long-term care workforce shortages. No bill number. Discussed home and community-based services, long-term services and supports and employment for older adults and people with disabilities. H.R. 4502, Labor, Health & Human Services Appropriations Act, FY 2022. H.R. 3992, Protect Older Job Applicants Act. H.R. 2062/ S. 880, Protecting Older Workers Against Discrimination Act. No bill number. Discussed Workforce Innovation and Opportunity Act. H.R. 5376, Build Back Better Act. No bill number. Discussed parental leave and paid leave for family caregivers and individuals who need leave for self-care.
Source: Senate LDA
No bill number. Discussed family caregiving and long-term care workforce shortages. No bill number. Discussed home and community-based services, long-term services and supports and employment for older adults and people with disabilities. H.R. 4502, Labor, Health & Human Services Appropriations Act, FY 2022. H.R. 3992, Protect Older Job Applicants Act. H.R. 2062/ S. 880, Protecting Older Workers Against Discrimination Act. No bill number. Discussed Workforce Innovation and Opportunity Act. H.R. 5376, Build Back Better Act. No bill number. Discussed parental leave and paid leave for family caregivers and individuals who need leave for self-care.
S. 1190, Direct Support Worker Training Reimbursement Act. S. 1192, The Career Advancement for Direct Support Aid Workers (CADSAW) Act. S. 1196, The Mollie Baldwin Upskilling of Personal and Home Care Aides Act. No bill number. Discussed direct care workforce and family caregiving legislation. H.R. 2062/S. 880, the Protecting Older Workers Against Discrimination Act. No bill number. Submitted written testimony for hearing titled A Changing Workforce: Supporting Older Workers amid the COVID-19 Pandemic and Beyond. No bill number. Discussed age discrimination and older workers. No bill number. FY 2022 Labor, Health & Human Services Appropriations Act. No bill number. Discussed parental leave.
P.L. 117,2 - the American Rescue Plan Act of 2021 H.R. 2062/S. 880, the Protecting Older Workers Against Discrimination Act No bill number - Discussed the Average Wage Index for Social Security No bill number - Discussed retirement plan portability No bill number - Discussed paper and electronic delivery for retirement plan disclosures and notices No bill number - Discussed private sector retirement reform legislation, including establishment of a national automatic retirement system and Secure Act 2 legislation No bill number - Discussed state-facilitated retirement savings programs for private sector workers No bill number - Discussed part-time worker, independent contractor, contingent worker, personal/individual and portable retirement plan issues. No bill number - Discussed fiduciary responsibility issues No bill number - Discussed student loan and retirement saving issues No bill number - Discussed retirement plan data collection, retention, dissemination and cybersecurity issues No bill number - Discussed small employer and pooled retirement plan issues No bill number - Discussed small retirement account cash out issues No bill number - Discussed Individual Retirement Account (IRA) and Required Minimum Distribution (RMD) No bill number - Discussed options to improve spend down of retirement savings after retirement No bill number - Discussed retirement proposals and actions. No bill number - Discussed the Social Security Administrations Internet Social Security Number Replacement Cards (iSSNRC) system No bill number - Discussed offsets in Unemployment Insurance benefits due to the receipt of Social Security benefits No bill number - Discussed the Stop the Wait Act No bill number - Discussed legislation to create a fast track process outside of regular order to consider changes to Social Security and Medicare. H.R. 2337, To amend title II of the Social Security Act to provide an equitable Social Security formula for individuals with noncovered employment and to provide relief for individuals currently affected by the Windfall Elimination Provision. H.R. 82, the Social Security Fairness Act No bill number - U.S. v. Vaello-Madero Supreme Court Case pertaining to Supplemental Security Income benefits for U.S. Territory residents No bill number - Discussed Savers Tax Credit No bill number - Discussed, women and retirement security
Public L.117-2, American Rescue Plan Act of 2021 No bill number - Testimony for hearing titled "Fighting for Fairness: Examining Legislation to Confront Workplace Discrimination" H.R. 2062/S. 880, the Protecting Older Workers Against Discrimination Act No bill number - Discussed women and retirement security No bill number - Discussed the health care and long-term care workforce
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. 5376 Build Back Better Act. S. 1770/H.R. 2954, SECURE Act. S. 1295/H.R. 2575, the TRUST Act of 2021. H.R. 4143/S. 2204, the Know Your Social Security Act. No bill number. Discussed retirement plan portability. No bill number - Written statement for hearing entitled Policy Options for Improving SSI (Supplemental Security Income). H.R. 3914, Social Security Benefits Payment Choice Act of 2021. H.R. 4851, the Protecting Our Widows and Widowers in Retirement (POWR) Act. S. 2065/H.R. 3834, the Supplemental Security Income Restoration Act. No bill number - Discussed the reduction in unemployment benefits due to the receipt of Social Security benefits. No bill number - Discussed the Social Security earnings limit. No bill number/reconciliation? - Discussed the Social Security Administration administering and/or funding a federal paid leave program. No bill number. Discussed the 2021 Social Security Trustees report and the long-term financial security of the program. No bill number. Discussed the ocial Security cost-of-living adjustment. No bill number. Testified during hearing: Building on Bipartisan Retirement Legislation: How Can Congress Help. No bill number. Discussed retirement plan disclosures and notices. No bill number. Discussed private-sector retirement reform legislation, including establishment of a national automatic retirement system. No bill number. Discussed state-facilitated retirement savings programs for private-sector workers. No bill number. Discussed part-time worker, independent contractor, contingent worker, personal/individual and portable retirement plan issues. No bill number. Discussed fiduciary responsibility issues. No bill number. Discussed student loan and retirement saving issues. No bill number. Discussed retirement plan data collection, retention, dissemination and cybersecurity issues. No bill number. Discussed small employer and pooled retirement plan issues. No bill number. Discussed small retirement account cash-out issues. No bill number. Discussed Individual Retirement Account (IRA) and Required Minimum Distribution (RMD). No bill number. Discussed options to improve spend down of retirement savings after retirement. No bill number. Discussed Savers Tax Credit. No bill number. Discussed women and retirement security. S. 2446/H.R. 4678, the Womens Retirement Protection Act. S. 2452, Encouraging Americans to Save Act. H.R. 4502, Labor, Health & Human Services Appropriations Act, FY 2022. No bill number. Discussed auto-IRA. No bill number. Discussed Savers Credit.
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.
H.R. 5376 Build Back Better Act. S. 1770/H.R. 2954, SECURE Act. S. 1295/H.R. 2575, the TRUST Act of 2021. H.R. 4143/S. 2204, the Know Your Social Security Act. No bill number. Discussed retirement plan portability. No bill number - Written statement for hearing entitled Policy Options for Improving SSI (Supplemental Security Income). H.R. 3914, Social Security Benefits Payment Choice Act of 2021. H.R. 4851, the Protecting Our Widows and Widowers in Retirement (POWR) Act. S. 2065/H.R. 3834, the Supplemental Security Income Restoration Act. No bill number - Discussed the reduction in unemployment benefits due to the receipt of Social Security benefits. No bill number - Discussed the Social Security earnings limit. No bill number/reconciliation? - Discussed the Social Security Administration administering and/or funding a federal paid leave program. No bill number. Discussed the 2021 Social Security Trustees report and the long-term financial security of the program. No bill number. Discussed the ocial Security cost-of-living adjustment. No bill number. Testified during hearing: Building on Bipartisan Retirement Legislation: How Can Congress Help. No bill number. Discussed retirement plan disclosures and notices. No bill number. Discussed private-sector retirement reform legislation, including establishment of a national automatic retirement system. No bill number. Discussed state-facilitated retirement savings programs for private-sector workers. No bill number. Discussed part-time worker, independent contractor, contingent worker, personal/individual and portable retirement plan issues. No bill number. Discussed fiduciary responsibility issues. No bill number. Discussed student loan and retirement saving issues. No bill number. Discussed retirement plan data collection, retention, dissemination and cybersecurity issues. No bill number. Discussed small employer and pooled retirement plan issues. No bill number. Discussed small retirement account cash-out issues. No bill number. Discussed Individual Retirement Account (IRA) and Required Minimum Distribution (RMD). No bill number. Discussed options to improve spend down of retirement savings after retirement. No bill number. Discussed Savers Tax Credit. No bill number. Discussed women and retirement security. S. 2446/H.R. 4678, the Womens Retirement Protection Act. S. 2452, Encouraging Americans to Save Act. H.R. 4502, Labor, Health & Human Services Appropriations Act, FY 2022. No bill number. Discussed auto-IRA. No bill number. Discussed Savers Credit.
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.
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.
No bill number. Discussed rent-a-bank lending policies. No bill number. Participated in SEC Investor Advisory Committee meeting. H.R. 2954, SECURE Act. No bill number. Discussed retirement plan portability. H.R. 3489, Reporting Instances of Non-authorized Grift (RING) Act of 2021
S. 1770/H.R. 2954 SECURE Act. No bill number. Discussed retirement plan portability.
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 rent-a-bank lending policies. No bill number. Participated in SEC Investor Advisory Committee meeting. H.R. 2954, SECURE Act. No bill number. Discussed retirement plan portability. H.R. 3489, Reporting Instances of Non-authorized Grift (RING) Act of 2021
No bill number. Testified during hearing: Examining Pathways to Build a Stronger, More Inclusive Retirement System. No bill number - Discussed retirement plan portability. No bill number. Discussed paper and electronic delivery for retirement plan disclosures and notices. No bill number. Discussed private-sector retirement reform legislation, including establishment of a national automatic retirement system. No bill number. Discussed state-facilitated retirement savings programs for private-sector workers No bill number. Discussed part-time worker, independent contractor, contingent worker, personal/individual and portable retirement plan issues. No bill number. Discussed fiduciary responsibility issues. No bill number. Discussed student loan and retirement saving issues. No bill number. Discussed retirement plan data collection, retention, dissemination and cybersecurity issues. No bill number. Discussed small employer and pooled retirement plan issues. No bill number. Discussed small retirement account cash-out issues. No bill number. Discussed Individual Retirement Account (IRA) and Required Minimum Distribution (RMD). No bill number. Discussed options to improve spend down of retirement savings after retirement. No bill number. Discussed Savers Tax Credit. No bill number. Discussed women and retirement security. H.R. 2954 SECURE Act. S. 1770, the Retirement Security and Safety Act. S. 1295/H.R. 2575, the TRUST Act of 2021. H.R. 4143/S. 2204, the Know Your Social Security Act. H.R. 4072, the Social Security Child Protection Act. No bill number. Written statement for a hearing entitled Social Security During COVID: How the Pandemic Hampered Access to Benefits and Strategies for Improving Service Delivery. S. 1955/H.R. 3632, the Social Security Caregiver Credit Act. No bill number. Discussed hearing entitled Equity In Social Security: In Their Own Words. No bill number - the Protecting Our Widows and Widowers in Retirement (POWR) Act. H.R. 3915, a bill to amend title II of the Social Security Act to improve social security benefits for widows and widowers in two-income households, and for other purposes. No bill number. Discussed Supplemental Security Income modernization. No bill number. Discussed a federal paid leave program. H.R. 4003/S. 2108, a bill to eliminate work disincentives for childhood Social Security disability beneficiaries. No bill number. A bill to provide for cost-of-living increases for certain Federal benefits programs based on increases in the Consumer Price Index for the elderly.
H.R. 5376 Build Back Better Act. S. 1770/H.R. 2954, SECURE Act. S. 1295/H.R. 2575, the TRUST Act of 2021. H.R. 4143/S. 2204, the Know Your Social Security Act. No bill number. Discussed retirement plan portability. No bill number - Written statement for hearing entitled Policy Options for Improving SSI (Supplemental Security Income). H.R. 3914, Social Security Benefits Payment Choice Act of 2021. H.R. 4851, the Protecting Our Widows and Widowers in Retirement (POWR) Act. S. 2065/H.R. 3834, the Supplemental Security Income Restoration Act. No bill number - Discussed the reduction in unemployment benefits due to the receipt of Social Security benefits. No bill number - Discussed the Social Security earnings limit. No bill number/reconciliation? - Discussed the Social Security Administration administering and/or funding a federal paid leave program. No bill number. Discussed the 2021 Social Security Trustees report and the long-term financial security of the program. No bill number. Discussed the ocial Security cost-of-living adjustment. No bill number. Testified during hearing: Building on Bipartisan Retirement Legislation: How Can Congress Help. No bill number. Discussed retirement plan disclosures and notices. No bill number. Discussed private-sector retirement reform legislation, including establishment of a national automatic retirement system. No bill number. Discussed state-facilitated retirement savings programs for private-sector workers. No bill number. Discussed part-time worker, independent contractor, contingent worker, personal/individual and portable retirement plan issues. No bill number. Discussed fiduciary responsibility issues. No bill number. Discussed student loan and retirement saving issues. No bill number. Discussed retirement plan data collection, retention, dissemination and cybersecurity issues. No bill number. Discussed small employer and pooled retirement plan issues. No bill number. Discussed small retirement account cash-out issues. No bill number. Discussed Individual Retirement Account (IRA) and Required Minimum Distribution (RMD). No bill number. Discussed options to improve spend down of retirement savings after retirement. No bill number. Discussed Savers Tax Credit. No bill number. Discussed women and retirement security. S. 2446/H.R. 4678, the Womens Retirement Protection Act. S. 2452, Encouraging Americans to Save Act. H.R. 4502, Labor, Health & Human Services Appropriations Act, FY 2022. No bill number. Discussed auto-IRA. No bill number. Discussed Savers Credit.
H.R. 5376 Build Back Better Act. S. 1770/H.R. 2954, SECURE Act. S. 1295/H.R. 2575, the TRUST Act of 2021. H.R. 4143/S. 2204, the Know Your Social Security Act. No bill number. Discussed retirement plan portability. No bill number - Written statement for hearing entitled Policy Options for Improving SSI (Supplemental Security Income). H.R. 3914, Social Security Benefits Payment Choice Act of 2021. H.R. 4851, the Protecting Our Widows and Widowers in Retirement (POWR) Act. S. 2065/H.R. 3834, the Supplemental Security Income Restoration Act. No bill number - Discussed the reduction in unemployment benefits due to the receipt of Social Security benefits. No bill number - Discussed the Social Security earnings limit. No bill number/reconciliation? - Discussed the Social Security Administration administering and/or funding a federal paid leave program. No bill number. Discussed the 2021 Social Security Trustees report and the long-term financial security of the program. No bill number. Discussed the ocial Security cost-of-living adjustment. No bill number. Testified during hearing: Building on Bipartisan Retirement Legislation: How Can Congress Help. No bill number. Discussed retirement plan disclosures and notices. No bill number. Discussed private-sector retirement reform legislation, including establishment of a national automatic retirement system. No bill number. Discussed state-facilitated retirement savings programs for private-sector workers. No bill number. Discussed part-time worker, independent contractor, contingent worker, personal/individual and portable retirement plan issues. No bill number. Discussed fiduciary responsibility issues. No bill number. Discussed student loan and retirement saving issues. No bill number. Discussed retirement plan data collection, retention, dissemination and cybersecurity issues. No bill number. Discussed small employer and pooled retirement plan issues. No bill number. Discussed small retirement account cash-out issues. No bill number. Discussed Individual Retirement Account (IRA) and Required Minimum Distribution (RMD). No bill number. Discussed options to improve spend down of retirement savings after retirement. No bill number. Discussed Savers Tax Credit. No bill number. Discussed women and retirement security. S. 2446/H.R. 4678, the Womens Retirement Protection Act. S. 2452, Encouraging Americans to Save Act. H.R. 4502, Labor, Health & Human Services Appropriations Act, FY 2022. No bill number. Discussed auto-IRA. No bill number. Discussed Savers Credit.
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.
S. 2569, Domestic Worker Bill of Rights Act. S. 248, the FAMILY Act. No bill number. Discussed paid leave. H.R. 3992, Protect Older Job Applicants Act. H.R. 2062/ S. 880, Protecting Older Workers Against Discrimination Act. No bill number. Discussed pooled plans and other retirement issues. H.R. 4502, Labor, Health & Human Services Appropriations Act, FY 2022.
No bill number. Discussed family caregiving and long-term care workforce shortages. No bill number. Discussed home and community-based services, long-term services and supports and employment for older adults and people with disabilities. H.R. 4502, Labor, Health & Human Services Appropriations Act, FY 2022. H.R. 3992, Protect Older Job Applicants Act. H.R. 2062/ S. 880, Protecting Older Workers Against Discrimination Act. No bill number. Discussed Workforce Innovation and Opportunity Act. H.R. 5376, Build Back Better Act. No bill number. Discussed parental leave and paid leave for family caregivers and individuals who need leave for self-care.
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.
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.
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.
H.R. 5376 Build Back Better Act. S. 1770/H.R. 2954, SECURE Act. S. 1295/H.R. 2575, the TRUST Act of 2021. H.R. 4143/S. 2204, the Know Your Social Security Act. No bill number. Discussed retirement plan portability. No bill number - Written statement for hearing entitled Policy Options for Improving SSI (Supplemental Security Income). H.R. 3914, Social Security Benefits Payment Choice Act of 2021. H.R. 4851, the Protecting Our Widows and Widowers in Retirement (POWR) Act. S. 2065/H.R. 3834, the Supplemental Security Income Restoration Act. No bill number - Discussed the reduction in unemployment benefits due to the receipt of Social Security benefits. No bill number - Discussed the Social Security earnings limit. No bill number/reconciliation? - Discussed the Social Security Administration administering and/or funding a federal paid leave program. No bill number. Discussed the 2021 Social Security Trustees report and the long-term financial security of the program. No bill number. Discussed the ocial Security cost-of-living adjustment. No bill number. Testified during hearing: Building on Bipartisan Retirement Legislation: How Can Congress Help. No bill number. Discussed retirement plan disclosures and notices. No bill number. Discussed private-sector retirement reform legislation, including establishment of a national automatic retirement system. No bill number. Discussed state-facilitated retirement savings programs for private-sector workers. No bill number. Discussed part-time worker, independent contractor, contingent worker, personal/individual and portable retirement plan issues. No bill number. Discussed fiduciary responsibility issues. No bill number. Discussed student loan and retirement saving issues. No bill number. Discussed retirement plan data collection, retention, dissemination and cybersecurity issues. No bill number. Discussed small employer and pooled retirement plan issues. No bill number. Discussed small retirement account cash-out issues. No bill number. Discussed Individual Retirement Account (IRA) and Required Minimum Distribution (RMD). No bill number. Discussed options to improve spend down of retirement savings after retirement. No bill number. Discussed Savers Tax Credit. No bill number. Discussed women and retirement security. S. 2446/H.R. 4678, the Womens Retirement Protection Act. S. 2452, Encouraging Americans to Save Act. H.R. 4502, Labor, Health & Human Services Appropriations Act, FY 2022. No bill number. Discussed auto-IRA. No bill number. Discussed Savers Credit.
Labor, Health and Human Services, Education, Agriculture, Rural Development, Energy and Water Development, Financial Services and General Government, Interior, Environment, Military Construction, Veterans Affairs, Transportation, and Housing and Urban Development Appropriations Act, 2022
H.R. 5376 Build Back Better Act. S. 1770/H.R. 2954, SECURE Act. S. 1295/H.R. 2575, the TRUST Act of 2021. H.R. 4143/S. 2204, the Know Your Social Security Act. No bill number. Discussed retirement plan portability. No bill number - Written statement for hearing entitled Policy Options for Improving SSI (Supplemental Security Income). H.R. 3914, Social Security Benefits Payment Choice Act of 2021. H.R. 4851, the Protecting Our Widows and Widowers in Retirement (POWR) Act. S. 2065/H.R. 3834, the Supplemental Security Income Restoration Act. No bill number - Discussed the reduction in unemployment benefits due to the receipt of Social Security benefits. No bill number - Discussed the Social Security earnings limit. No bill number/reconciliation? - Discussed the Social Security Administration administering and/or funding a federal paid leave program. No bill number. Discussed the 2021 Social Security Trustees report and the long-term financial security of the program. No bill number. Discussed the ocial Security cost-of-living adjustment. No bill number. Testified during hearing: Building on Bipartisan Retirement Legislation: How Can Congress Help. No bill number. Discussed retirement plan disclosures and notices. No bill number. Discussed private-sector retirement reform legislation, including establishment of a national automatic retirement system. No bill number. Discussed state-facilitated retirement savings programs for private-sector workers. No bill number. Discussed part-time worker, independent contractor, contingent worker, personal/individual and portable retirement plan issues. No bill number. Discussed fiduciary responsibility issues. No bill number. Discussed student loan and retirement saving issues. No bill number. Discussed retirement plan data collection, retention, dissemination and cybersecurity issues. No bill number. Discussed small employer and pooled retirement plan issues. No bill number. Discussed small retirement account cash-out issues. No bill number. Discussed Individual Retirement Account (IRA) and Required Minimum Distribution (RMD). No bill number. Discussed options to improve spend down of retirement savings after retirement. No bill number. Discussed Savers Tax Credit. No bill number. Discussed women and retirement security. S. 2446/H.R. 4678, the Womens Retirement Protection Act. S. 2452, Encouraging Americans to Save Act. H.R. 4502, Labor, Health & Human Services Appropriations Act, FY 2022. No bill number. Discussed auto-IRA. No bill number. Discussed Savers Credit.
Labor, Health and Human Services, Education, Agriculture, Rural Development, Energy and Water Development, Financial Services and General Government, Interior, Environment, Military Construction, Veterans Affairs, Transportation, and Housing and Urban Development Appropriations Act, 2022
No bill number. Discussed family caregiving and long-term care workforce shortages. No bill number. Discussed home and community-based services, long-term services and supports and employment for older adults and people with disabilities. H.R. 4502, Labor, Health & Human Services Appropriations Act, FY 2022. H.R. 3992, Protect Older Job Applicants Act. H.R. 2062/ S. 880, Protecting Older Workers Against Discrimination Act. No bill number. Discussed Workforce Innovation and Opportunity Act. H.R. 5376, Build Back Better Act. No bill number. Discussed parental leave and paid leave for family caregivers and individuals who need leave for self-care.
Labor, Health and Human Services, Education, Agriculture, Rural Development, Energy and Water Development, Financial Services and General Government, Interior, Environment, Military Construction, Veterans Affairs, Transportation, and Housing and Urban Development Appropriations Act, 2022
H.R. 5380, Senior Guardianship Social Security Protection Act of 2019. S. 1295, TRUST Act of 2021. S. 1770/H.R. 2954, SECURE Act. H.R. 5637, Meeting our Seniors Social Security Needs Act. H.R. 5723, Social Security 2100: A Sacred Trust Act. S. 3070, Safeguarding American Families and Expanding Social Security Act of 2021. H.R. 5834, Equal Treatment of Public Servants Act of 2021. No bill number. Discussed financial literacy for older Americans. No bill number. Discussed customer service provided by the Social Security Administration. No bill number. Discussed Supplemental Security Income program. No bill number. Discussed the earnings limits for those with disabilities receiving Supplemental Security Income or Social Security Disability Insurance benefits. No bill number. Discussed the taxation of Social Security benefits. No bill number. Discussed exempting COVID-19 hazard pay from the Social Security retirement earnings limit. No bill number. Discussed the Social Security retirement earnings limit. H.R. 4502, Labor, Health & Human Services Appropriations Act, FY 2022. No bill number. Discussed retirement plan portability.
Labor, Health and Human Services, Education, Agriculture, Rural Development, Energy and Water Development, Financial Services and General Government, Interior, Environment, Military Construction, Veterans Affairs, Transportation, and Housing and Urban Development Appropriations Act, 2022
S. 2569, Domestic Worker Bill of Rights Act. S. 248, the FAMILY Act. No bill number. Discussed paid leave. H.R. 3992, Protect Older Job Applicants Act. H.R. 2062/ S. 880, Protecting Older Workers Against Discrimination Act. No bill number. Discussed pooled plans and other retirement issues. H.R. 4502, Labor, Health & Human Services Appropriations Act, FY 2022.
H.R. 5376 Build Back Better Act. S. 1770/H.R. 2954, SECURE Act. S. 1295/H.R. 2575, the TRUST Act of 2021. H.R. 4143/S. 2204, the Know Your Social Security Act. No bill number. Discussed retirement plan portability. No bill number - Written statement for hearing entitled Policy Options for Improving SSI (Supplemental Security Income). H.R. 3914, Social Security Benefits Payment Choice Act of 2021. H.R. 4851, the Protecting Our Widows and Widowers in Retirement (POWR) Act. S. 2065/H.R. 3834, the Supplemental Security Income Restoration Act. No bill number - Discussed the reduction in unemployment benefits due to the receipt of Social Security benefits. No bill number - Discussed the Social Security earnings limit. No bill number/reconciliation? - Discussed the Social Security Administration administering and/or funding a federal paid leave program. No bill number. Discussed the 2021 Social Security Trustees report and the long-term financial security of the program. No bill number. Discussed the ocial Security cost-of-living adjustment. No bill number. Testified during hearing: Building on Bipartisan Retirement Legislation: How Can Congress Help. No bill number. Discussed retirement plan disclosures and notices. No bill number. Discussed private-sector retirement reform legislation, including establishment of a national automatic retirement system. No bill number. Discussed state-facilitated retirement savings programs for private-sector workers. No bill number. Discussed part-time worker, independent contractor, contingent worker, personal/individual and portable retirement plan issues. No bill number. Discussed fiduciary responsibility issues. No bill number. Discussed student loan and retirement saving issues. No bill number. Discussed retirement plan data collection, retention, dissemination and cybersecurity issues. No bill number. Discussed small employer and pooled retirement plan issues. No bill number. Discussed small retirement account cash-out issues. No bill number. Discussed Individual Retirement Account (IRA) and Required Minimum Distribution (RMD). No bill number. Discussed options to improve spend down of retirement savings after retirement. No bill number. Discussed Savers Tax Credit. No bill number. Discussed women and retirement security. S. 2446/H.R. 4678, the Womens Retirement Protection Act. S. 2452, Encouraging Americans to Save Act. H.R. 4502, Labor, Health & Human Services Appropriations Act, FY 2022. No bill number. Discussed auto-IRA. No bill number. Discussed Savers Credit.
H.R. 5376 Build Back Better Act. S. 1770/H.R. 2954, SECURE Act. S. 1295/H.R. 2575, the TRUST Act of 2021. H.R. 4143/S. 2204, the Know Your Social Security Act. No bill number. Discussed retirement plan portability. No bill number - Written statement for hearing entitled Policy Options for Improving SSI (Supplemental Security Income). H.R. 3914, Social Security Benefits Payment Choice Act of 2021. H.R. 4851, the Protecting Our Widows and Widowers in Retirement (POWR) Act. S. 2065/H.R. 3834, the Supplemental Security Income Restoration Act. No bill number - Discussed the reduction in unemployment benefits due to the receipt of Social Security benefits. No bill number - Discussed the Social Security earnings limit. No bill number/reconciliation? - Discussed the Social Security Administration administering and/or funding a federal paid leave program. No bill number. Discussed the 2021 Social Security Trustees report and the long-term financial security of the program. No bill number. Discussed the ocial Security cost-of-living adjustment. No bill number. Testified during hearing: Building on Bipartisan Retirement Legislation: How Can Congress Help. No bill number. Discussed retirement plan disclosures and notices. No bill number. Discussed private-sector retirement reform legislation, including establishment of a national automatic retirement system. No bill number. Discussed state-facilitated retirement savings programs for private-sector workers. No bill number. Discussed part-time worker, independent contractor, contingent worker, personal/individual and portable retirement plan issues. No bill number. Discussed fiduciary responsibility issues. No bill number. Discussed student loan and retirement saving issues. No bill number. Discussed retirement plan data collection, retention, dissemination and cybersecurity issues. No bill number. Discussed small employer and pooled retirement plan issues. No bill number. Discussed small retirement account cash-out issues. No bill number. Discussed Individual Retirement Account (IRA) and Required Minimum Distribution (RMD). No bill number. Discussed options to improve spend down of retirement savings after retirement. No bill number. Discussed Savers Tax Credit. No bill number. Discussed women and retirement security. S. 2446/H.R. 4678, the Womens Retirement Protection Act. S. 2452, Encouraging Americans to Save Act. H.R. 4502, Labor, Health & Human Services Appropriations Act, FY 2022. No bill number. Discussed auto-IRA. No bill number. Discussed Savers Credit.
H.R.5376, Build Back Better Act. Public Law No: 117-43, Extending Government Funding and Delivering Emergency Assistance Act. No bill number. Discussed the debt limit.
H.R. 5376 Build Back Better Act. S. 1770/H.R. 2954, SECURE Act. S. 1295/H.R. 2575, the TRUST Act of 2021. H.R. 4143/S. 2204, the Know Your Social Security Act. No bill number. Discussed retirement plan portability. No bill number - Written statement for hearing entitled Policy Options for Improving SSI (Supplemental Security Income). H.R. 3914, Social Security Benefits Payment Choice Act of 2021. H.R. 4851, the Protecting Our Widows and Widowers in Retirement (POWR) Act. S. 2065/H.R. 3834, the Supplemental Security Income Restoration Act. No bill number - Discussed the reduction in unemployment benefits due to the receipt of Social Security benefits. No bill number - Discussed the Social Security earnings limit. No bill number/reconciliation? - Discussed the Social Security Administration administering and/or funding a federal paid leave program. No bill number. Discussed the 2021 Social Security Trustees report and the long-term financial security of the program. No bill number. Discussed the ocial Security cost-of-living adjustment. No bill number. Testified during hearing: Building on Bipartisan Retirement Legislation: How Can Congress Help. No bill number. Discussed retirement plan disclosures and notices. No bill number. Discussed private-sector retirement reform legislation, including establishment of a national automatic retirement system. No bill number. Discussed state-facilitated retirement savings programs for private-sector workers. No bill number. Discussed part-time worker, independent contractor, contingent worker, personal/individual and portable retirement plan issues. No bill number. Discussed fiduciary responsibility issues. No bill number. Discussed student loan and retirement saving issues. No bill number. Discussed retirement plan data collection, retention, dissemination and cybersecurity issues. No bill number. Discussed small employer and pooled retirement plan issues. No bill number. Discussed small retirement account cash-out issues. No bill number. Discussed Individual Retirement Account (IRA) and Required Minimum Distribution (RMD). No bill number. Discussed options to improve spend down of retirement savings after retirement. No bill number. Discussed Savers Tax Credit. No bill number. Discussed women and retirement security. S. 2446/H.R. 4678, the Womens Retirement Protection Act. S. 2452, Encouraging Americans to Save Act. H.R. 4502, Labor, Health & Human Services Appropriations Act, FY 2022. No bill number. Discussed auto-IRA. No bill number. Discussed Savers Credit.
No bill number. Discussed family caregiving and long-term care workforce shortages. No bill number. Discussed home and community-based services, long-term services and supports and employment for older adults and people with disabilities. H.R. 4502, Labor, Health & Human Services Appropriations Act, FY 2022. H.R. 3992, Protect Older Job Applicants Act. H.R. 2062/ S. 880, Protecting Older Workers Against Discrimination Act. No bill number. Discussed Workforce Innovation and Opportunity Act. H.R. 5376, Build Back Better Act. No bill number. Discussed parental leave and paid leave for family caregivers and individuals who need leave for self-care.
PL 117-70, Further Extending Government Funding Act. S. 1295, TRUST Act of 2021 H.R. 5376, Build Back Better Act.
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.
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. 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. 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.
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
S. 1190, Direct Support Worker Training Reimbursement Act. S. 1192, The Career Advancement for Direct Support Aid Workers (CADSAW) Act. S. 1196, The Mollie Baldwin Upskilling of Personal and Home Care Aides Act. No bill number. Discussed direct care workforce and family caregiving legislation. H.R. 2062/S. 880, the Protecting Older Workers Against Discrimination Act. No bill number. Submitted written testimony for hearing titled A Changing Workforce: Supporting Older Workers amid the COVID-19 Pandemic and Beyond. No bill number. Discussed age discrimination and older workers. No bill number. FY 2022 Labor, Health & Human Services Appropriations Act. No bill number. Discussed parental leave.
S. 1190, Direct Support Worker Training Reimbursement Act. S. 1192, The Career Advancement for Direct Support Aid Workers (CADSAW) Act. S. 1196, The Mollie Baldwin Upskilling of Personal and Home Care Aides Act. No bill number. Discussed direct care workforce and family caregiving legislation. H.R. 2062/S. 880, the Protecting Older Workers Against Discrimination Act. No bill number. Submitted written testimony for hearing titled A Changing Workforce: Supporting Older Workers amid the COVID-19 Pandemic and Beyond. No bill number. Discussed age discrimination and older workers. No bill number. FY 2022 Labor, Health & Human Services Appropriations Act. No bill number. Discussed parental leave.
S. 1190, Direct Support Worker Training Reimbursement Act. S. 1192, The Career Advancement for Direct Support Aid Workers (CADSAW) Act. S. 1196, The Mollie Baldwin Upskilling of Personal and Home Care Aides Act. No bill number. Discussed direct care workforce and family caregiving legislation. H.R. 2062/S. 880, the Protecting Older Workers Against Discrimination Act. No bill number. Submitted written testimony for hearing titled A Changing Workforce: Supporting Older Workers amid the COVID-19 Pandemic and Beyond. No bill number. Discussed age discrimination and older workers. No bill number. FY 2022 Labor, Health & Human Services Appropriations Act. No bill number. Discussed parental leave.
PL 117-70, Further Extending Government Funding Act. S. 1295, TRUST Act of 2021 H.R. 5376, Build Back Better Act.
H.R. 5376 Build Back Better Act. S. 1770/H.R. 2954, SECURE Act. S. 1295/H.R. 2575, the TRUST Act of 2021. H.R. 4143/S. 2204, the Know Your Social Security Act. No bill number. Discussed retirement plan portability. No bill number - Written statement for hearing entitled Policy Options for Improving SSI (Supplemental Security Income). H.R. 3914, Social Security Benefits Payment Choice Act of 2021. H.R. 4851, the Protecting Our Widows and Widowers in Retirement (POWR) Act. S. 2065/H.R. 3834, the Supplemental Security Income Restoration Act. No bill number - Discussed the reduction in unemployment benefits due to the receipt of Social Security benefits. No bill number - Discussed the Social Security earnings limit. No bill number/reconciliation? - Discussed the Social Security Administration administering and/or funding a federal paid leave program. No bill number. Discussed the 2021 Social Security Trustees report and the long-term financial security of the program. No bill number. Discussed the ocial Security cost-of-living adjustment. No bill number. Testified during hearing: Building on Bipartisan Retirement Legislation: How Can Congress Help. No bill number. Discussed retirement plan disclosures and notices. No bill number. Discussed private-sector retirement reform legislation, including establishment of a national automatic retirement system. No bill number. Discussed state-facilitated retirement savings programs for private-sector workers. No bill number. Discussed part-time worker, independent contractor, contingent worker, personal/individual and portable retirement plan issues. No bill number. Discussed fiduciary responsibility issues. No bill number. Discussed student loan and retirement saving issues. No bill number. Discussed retirement plan data collection, retention, dissemination and cybersecurity issues. No bill number. Discussed small employer and pooled retirement plan issues. No bill number. Discussed small retirement account cash-out issues. No bill number. Discussed Individual Retirement Account (IRA) and Required Minimum Distribution (RMD). No bill number. Discussed options to improve spend down of retirement savings after retirement. No bill number. Discussed Savers Tax Credit. No bill number. Discussed women and retirement security. S. 2446/H.R. 4678, the Womens Retirement Protection Act. S. 2452, Encouraging Americans to Save Act. H.R. 4502, Labor, Health & Human Services Appropriations Act, FY 2022. No bill number. Discussed auto-IRA. No bill number. Discussed Savers Credit.
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.
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. 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. 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.
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. 1770/H.R. 2954, SECURE Act. S. 1295/H.R. 2575, the TRUST Act of 2021. H.R. 4143/S. 2204, the Know Your Social Security Act. No bill number. Discussed retirement plan portability. No bill number - Written statement for hearing entitled Policy Options for Improving SSI (Supplemental Security Income). H.R. 3914, Social Security Benefits Payment Choice Act of 2021. H.R. 4851, the Protecting Our Widows and Widowers in Retirement (POWR) Act. S. 2065/H.R. 3834, the Supplemental Security Income Restoration Act. No bill number - Discussed the reduction in unemployment benefits due to the receipt of Social Security benefits. No bill number - Discussed the Social Security earnings limit. No bill number/reconciliation? - Discussed the Social Security Administration administering and/or funding a federal paid leave program. No bill number. Discussed the 2021 Social Security Trustees report and the long-term financial security of the program. No bill number. Discussed the ocial Security cost-of-living adjustment. No bill number. Testified during hearing: Building on Bipartisan Retirement Legislation: How Can Congress Help. No bill number. Discussed retirement plan disclosures and notices. No bill number. Discussed private-sector retirement reform legislation, including establishment of a national automatic retirement system. No bill number. Discussed state-facilitated retirement savings programs for private-sector workers. No bill number. Discussed part-time worker, independent contractor, contingent worker, personal/individual and portable retirement plan issues. No bill number. Discussed fiduciary responsibility issues. No bill number. Discussed student loan and retirement saving issues. No bill number. Discussed retirement plan data collection, retention, dissemination and cybersecurity issues. No bill number. Discussed small employer and pooled retirement plan issues. No bill number. Discussed small retirement account cash-out issues. No bill number. Discussed Individual Retirement Account (IRA) and Required Minimum Distribution (RMD). No bill number. Discussed options to improve spend down of retirement savings after retirement. No bill number. Discussed Savers Tax Credit. No bill number. Discussed women and retirement security. S. 2446/H.R. 4678, the Womens Retirement Protection Act. S. 2452, Encouraging Americans to Save Act. H.R. 4502, Labor, Health & Human Services Appropriations Act, FY 2022. No bill number. Discussed auto-IRA. No bill number. Discussed Savers Credit.
S. 1770/H.R. 2954 SECURE Act. No bill number. Discussed retirement plan portability.
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.
H.R. 5376 Build Back Better Act. S. 1770/H.R. 2954, SECURE Act. S. 1295/H.R. 2575, the TRUST Act of 2021. H.R. 4143/S. 2204, the Know Your Social Security Act. No bill number. Discussed retirement plan portability. No bill number - Written statement for hearing entitled Policy Options for Improving SSI (Supplemental Security Income). H.R. 3914, Social Security Benefits Payment Choice Act of 2021. H.R. 4851, the Protecting Our Widows and Widowers in Retirement (POWR) Act. S. 2065/H.R. 3834, the Supplemental Security Income Restoration Act. No bill number - Discussed the reduction in unemployment benefits due to the receipt of Social Security benefits. No bill number - Discussed the Social Security earnings limit. No bill number/reconciliation? - Discussed the Social Security Administration administering and/or funding a federal paid leave program. No bill number. Discussed the 2021 Social Security Trustees report and the long-term financial security of the program. No bill number. Discussed the ocial Security cost-of-living adjustment. No bill number. Testified during hearing: Building on Bipartisan Retirement Legislation: How Can Congress Help. No bill number. Discussed retirement plan disclosures and notices. No bill number. Discussed private-sector retirement reform legislation, including establishment of a national automatic retirement system. No bill number. Discussed state-facilitated retirement savings programs for private-sector workers. No bill number. Discussed part-time worker, independent contractor, contingent worker, personal/individual and portable retirement plan issues. No bill number. Discussed fiduciary responsibility issues. No bill number. Discussed student loan and retirement saving issues. No bill number. Discussed retirement plan data collection, retention, dissemination and cybersecurity issues. No bill number. Discussed small employer and pooled retirement plan issues. No bill number. Discussed small retirement account cash-out issues. No bill number. Discussed Individual Retirement Account (IRA) and Required Minimum Distribution (RMD). No bill number. Discussed options to improve spend down of retirement savings after retirement. No bill number. Discussed Savers Tax Credit. No bill number. Discussed women and retirement security. S. 2446/H.R. 4678, the Womens Retirement Protection Act. S. 2452, Encouraging Americans to Save Act. H.R. 4502, Labor, Health & Human Services Appropriations Act, FY 2022. No bill number. Discussed auto-IRA. No bill number. Discussed Savers Credit.
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.
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.
H.R. 5376 Build Back Better Act. S. 1770/H.R. 2954, SECURE Act. S. 1295/H.R. 2575, the TRUST Act of 2021. H.R. 4143/S. 2204, the Know Your Social Security Act. No bill number. Discussed retirement plan portability. No bill number - Written statement for hearing entitled Policy Options for Improving SSI (Supplemental Security Income). H.R. 3914, Social Security Benefits Payment Choice Act of 2021. H.R. 4851, the Protecting Our Widows and Widowers in Retirement (POWR) Act. S. 2065/H.R. 3834, the Supplemental Security Income Restoration Act. No bill number - Discussed the reduction in unemployment benefits due to the receipt of Social Security benefits. No bill number - Discussed the Social Security earnings limit. No bill number/reconciliation? - Discussed the Social Security Administration administering and/or funding a federal paid leave program. No bill number. Discussed the 2021 Social Security Trustees report and the long-term financial security of the program. No bill number. Discussed the ocial Security cost-of-living adjustment. No bill number. Testified during hearing: Building on Bipartisan Retirement Legislation: How Can Congress Help. No bill number. Discussed retirement plan disclosures and notices. No bill number. Discussed private-sector retirement reform legislation, including establishment of a national automatic retirement system. No bill number. Discussed state-facilitated retirement savings programs for private-sector workers. No bill number. Discussed part-time worker, independent contractor, contingent worker, personal/individual and portable retirement plan issues. No bill number. Discussed fiduciary responsibility issues. No bill number. Discussed student loan and retirement saving issues. No bill number. Discussed retirement plan data collection, retention, dissemination and cybersecurity issues. No bill number. Discussed small employer and pooled retirement plan issues. No bill number. Discussed small retirement account cash-out issues. No bill number. Discussed Individual Retirement Account (IRA) and Required Minimum Distribution (RMD). No bill number. Discussed options to improve spend down of retirement savings after retirement. No bill number. Discussed Savers Tax Credit. No bill number. Discussed women and retirement security. S. 2446/H.R. 4678, the Womens Retirement Protection Act. S. 2452, Encouraging Americans to Save Act. H.R. 4502, Labor, Health & Human Services Appropriations Act, FY 2022. No bill number. Discussed auto-IRA. No bill number. Discussed Savers Credit.
H.R. 5376 Build Back Better Act. S. 1770/H.R. 2954, SECURE Act. S. 1295/H.R. 2575, the TRUST Act of 2021. H.R. 4143/S. 2204, the Know Your Social Security Act. No bill number. Discussed retirement plan portability. No bill number - Written statement for hearing entitled Policy Options for Improving SSI (Supplemental Security Income). H.R. 3914, Social Security Benefits Payment Choice Act of 2021. H.R. 4851, the Protecting Our Widows and Widowers in Retirement (POWR) Act. S. 2065/H.R. 3834, the Supplemental Security Income Restoration Act. No bill number - Discussed the reduction in unemployment benefits due to the receipt of Social Security benefits. No bill number - Discussed the Social Security earnings limit. No bill number/reconciliation? - Discussed the Social Security Administration administering and/or funding a federal paid leave program. No bill number. Discussed the 2021 Social Security Trustees report and the long-term financial security of the program. No bill number. Discussed the ocial Security cost-of-living adjustment. No bill number. Testified during hearing: Building on Bipartisan Retirement Legislation: How Can Congress Help. No bill number. Discussed retirement plan disclosures and notices. No bill number. Discussed private-sector retirement reform legislation, including establishment of a national automatic retirement system. No bill number. Discussed state-facilitated retirement savings programs for private-sector workers. No bill number. Discussed part-time worker, independent contractor, contingent worker, personal/individual and portable retirement plan issues. No bill number. Discussed fiduciary responsibility issues. No bill number. Discussed student loan and retirement saving issues. No bill number. Discussed retirement plan data collection, retention, dissemination and cybersecurity issues. No bill number. Discussed small employer and pooled retirement plan issues. No bill number. Discussed small retirement account cash-out issues. No bill number. Discussed Individual Retirement Account (IRA) and Required Minimum Distribution (RMD). No bill number. Discussed options to improve spend down of retirement savings after retirement. No bill number. Discussed Savers Tax Credit. No bill number. Discussed women and retirement security. S. 2446/H.R. 4678, the Womens Retirement Protection Act. S. 2452, Encouraging Americans to Save Act. H.R. 4502, Labor, Health & Human Services Appropriations Act, FY 2022. No bill number. Discussed auto-IRA. No bill number. Discussed Savers Credit.
H.R. 5376 Build Back Better Act. S. 1770/H.R. 2954, SECURE Act. S. 1295/H.R. 2575, the TRUST Act of 2021. H.R. 4143/S. 2204, the Know Your Social Security Act. No bill number. Discussed retirement plan portability. No bill number - Written statement for hearing entitled Policy Options for Improving SSI (Supplemental Security Income). H.R. 3914, Social Security Benefits Payment Choice Act of 2021. H.R. 4851, the Protecting Our Widows and Widowers in Retirement (POWR) Act. S. 2065/H.R. 3834, the Supplemental Security Income Restoration Act. No bill number - Discussed the reduction in unemployment benefits due to the receipt of Social Security benefits. No bill number - Discussed the Social Security earnings limit. No bill number/reconciliation? - Discussed the Social Security Administration administering and/or funding a federal paid leave program. No bill number. Discussed the 2021 Social Security Trustees report and the long-term financial security of the program. No bill number. Discussed the ocial Security cost-of-living adjustment. No bill number. Testified during hearing: Building on Bipartisan Retirement Legislation: How Can Congress Help. No bill number. Discussed retirement plan disclosures and notices. No bill number. Discussed private-sector retirement reform legislation, including establishment of a national automatic retirement system. No bill number. Discussed state-facilitated retirement savings programs for private-sector workers. No bill number. Discussed part-time worker, independent contractor, contingent worker, personal/individual and portable retirement plan issues. No bill number. Discussed fiduciary responsibility issues. No bill number. Discussed student loan and retirement saving issues. No bill number. Discussed retirement plan data collection, retention, dissemination and cybersecurity issues. No bill number. Discussed small employer and pooled retirement plan issues. No bill number. Discussed small retirement account cash-out issues. No bill number. Discussed Individual Retirement Account (IRA) and Required Minimum Distribution (RMD). No bill number. Discussed options to improve spend down of retirement savings after retirement. No bill number. Discussed Savers Tax Credit. No bill number. Discussed women and retirement security. S. 2446/H.R. 4678, the Womens Retirement Protection Act. S. 2452, Encouraging Americans to Save Act. H.R. 4502, Labor, Health & Human Services Appropriations Act, FY 2022. No bill number. Discussed auto-IRA. No bill number. Discussed Savers Credit.
S. 2569, Domestic Worker Bill of Rights Act. S. 248, the FAMILY Act. No bill number. Discussed paid leave. H.R. 3992, Protect Older Job Applicants Act. H.R. 2062/ S. 880, Protecting Older Workers Against Discrimination Act. No bill number. Discussed pooled plans and other retirement issues. H.R. 4502, Labor, Health & Human Services Appropriations Act, FY 2022.
S. 2569, Domestic Worker Bill of Rights Act. S. 248, the FAMILY Act. No bill number. Discussed paid leave. H.R. 3992, Protect Older Job Applicants Act. H.R. 2062/ S. 880, Protecting Older Workers Against Discrimination Act. No bill number. Discussed pooled plans and other retirement issues. H.R. 4502, Labor, Health & Human Services Appropriations Act, FY 2022.
Safeguarding American Families and Expanding Social Security Act of 2021
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.
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
S. 1190, Direct Support Worker Training Reimbursement Act. S. 1192, The Career Advancement for Direct Support Aid Workers (CADSAW) Act. S. 1196, The Mollie Baldwin Upskilling of Personal and Home Care Aides Act. No bill number. Discussed direct care workforce and family caregiving legislation. H.R. 2062/S. 880, the Protecting Older Workers Against Discrimination Act. No bill number. Submitted written testimony for hearing titled A Changing Workforce: Supporting Older Workers amid the COVID-19 Pandemic and Beyond. No bill number. Discussed age discrimination and older workers. No bill number. FY 2022 Labor, Health & Human Services Appropriations Act. No bill number. Discussed parental leave.
No bill number. Discussed family caregiving and long-term care workforce shortages. No bill number. Discussed home and community-based services, long-term services and supports and employment for older adults and people with disabilities. H.R. 4502, Labor, Health & Human Services Appropriations Act, FY 2022. H.R. 3992, Protect Older Job Applicants Act. H.R. 2062/ S. 880, Protecting Older Workers Against Discrimination Act. No bill number. Discussed Workforce Innovation and Opportunity Act. H.R. 5376, Build Back Better Act. No bill number. Discussed parental leave and paid leave for family caregivers and individuals who need leave for self-care.
Public L.117-2, American Rescue Plan Act of 2021 No bill number - Testimony for hearing titled "Fighting for Fairness: Examining Legislation to Confront Workplace Discrimination" H.R. 2062/S. 880, the Protecting Older Workers Against Discrimination Act No bill number - Discussed women and retirement security No bill number - Discussed the health care and long-term care workforce
S. 2569, Domestic Worker Bill of Rights Act. S. 248, the FAMILY Act. No bill number. Discussed paid leave. H.R. 3992, Protect Older Job Applicants Act. H.R. 2062/ S. 880, Protecting Older Workers Against Discrimination Act. No bill number. Discussed pooled plans and other retirement issues. H.R. 4502, Labor, Health & Human Services Appropriations Act, FY 2022.
H.R. 5380, Senior Guardianship Social Security Protection Act of 2019. S. 1295, TRUST Act of 2021. S. 1770/H.R. 2954, SECURE Act. H.R. 5637, Meeting our Seniors Social Security Needs Act. H.R. 5723, Social Security 2100: A Sacred Trust Act. S. 3070, Safeguarding American Families and Expanding Social Security Act of 2021. H.R. 5834, Equal Treatment of Public Servants Act of 2021. No bill number. Discussed financial literacy for older Americans. No bill number. Discussed customer service provided by the Social Security Administration. No bill number. Discussed Supplemental Security Income program. No bill number. Discussed the earnings limits for those with disabilities receiving Supplemental Security Income or Social Security Disability Insurance benefits. No bill number. Discussed the taxation of Social Security benefits. No bill number. Discussed exempting COVID-19 hazard pay from the Social Security retirement earnings limit. No bill number. Discussed the Social Security retirement earnings limit. H.R. 4502, Labor, Health & Human Services Appropriations Act, FY 2022. No bill number. Discussed retirement plan portability.
Providing for congressional disapproval of the rule submitted by the Internal Revenue Service, Department of the Treasury, relating to "Relief with Respect to Employment Tax Deadlines Applicable to Employers Affected by the Ongoing Coronavirus (COVID-19) Disease 2019 Pandemic".
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. 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.
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.
H.R. 133, Consolidated Appropriations Act. No bill number. Submitted comments to DOL on proposed rules related to treatment of independent contractors under labor laws. No bill number. Discussed the Age Discrimination in Employment Act of 1967. H.R. 1230/S. 485, Protecting Older Workers Against Discrimination Act.
H.R. 133, Consolidated Appropriations Act. No bill number. Submitted comments to DOL on proposed rules related to treatment of independent contractors under labor laws. No bill number. Discussed the Age Discrimination in Employment Act of 1967. H.R. 1230/S. 485, Protecting Older Workers Against Discrimination Act.
No bill number. Discussed Social Security and the 2020 Social Security Trustees Report. H.R. 7499, the Social Security COVID Correction and Equity Act. S. 2733/H.R. 4907, the TRUST Act. H.R. 6800, Health and Economic Recovery Omnibus Emergency Solutions Act; H.R. 6074, Preparedness and Response Supplemental; H.R. 6201, Families First Coronavirus Response Act; H.R. 748, Coronavirus Aid, Relief, and Economic Security (CARES) Act; H.R. 266, Paycheck Protection Program and Health Care Enhancement Act. Discussed stimulus payments. S. 4044, the Re-Open Enrollment of Servicemembers for Opt-in to Updated Retirement Choices for Enduring Security Act (RESOURCES Act). No bill number. Discussed problem of electronic delivery as default method for providing important retirement plan disclosures and notices. No bill number. Discussed private sector retirement reform issues, including establishment of a national automatic retirement system. No bill number. Discussed State facilitated retirement savings programs for private sector workers. No bill number. Discussed part-time worker, independent contractor, contingent worker, personal/individual and portable retirement plan issues. No bill number. Discussed multi-employer pension plan issues. No bill number. Discussed fiduciary responsibility issues. No bill number. Discussed student loans and retirement saving issues. No bill number. Discussed retirement plan data collection, retention, dissemination and cybersecurity issues. No bill number. Discussed small employer and pooled retirement plan issues. No bill number. Discussed small retirement account cash out issues. No bill number. Discussed Individual Retirement Account (IRA) issues. No bill number. Discussed Required Minimum Distribution (RMD) issues. No bill number. Discussed access to retirement savings for dependent care expenses. No bill number. Discussed savings for emergency expenses. No bill number. Discussed options to improve spend down retirement savings after retirement. No bill number. Discussed proposed Department of Labor rules on retirement plan disclosures and fiduciary responsibility. H.R. 397, Rehabilitation for Multi-employer Pensions Act. S. 1431, Retirement Security & Savings Act. S. 2254, Butch Lewis Act.
No bill number. Discussed Social Security and the 2020 Social Security Trustees Report. H.R. 7499, the Social Security COVID Correction and Equity Act. S. 2733/H.R. 4907, the TRUST Act. H.R. 6800, Health and Economic Recovery Omnibus Emergency Solutions Act; H.R. 6074, Preparedness and Response Supplemental; H.R. 6201, Families First Coronavirus Response Act; H.R. 748, Coronavirus Aid, Relief, and Economic Security (CARES) Act; H.R. 266, Paycheck Protection Program and Health Care Enhancement Act. Discussed stimulus payments. S. 4044, the Re-Open Enrollment of Servicemembers for Opt-in to Updated Retirement Choices for Enduring Security Act (RESOURCES Act). No bill number. Discussed problem of electronic delivery as default method for providing important retirement plan disclosures and notices. No bill number. Discussed private sector retirement reform issues, including establishment of a national automatic retirement system. No bill number. Discussed State facilitated retirement savings programs for private sector workers. No bill number. Discussed part-time worker, independent contractor, contingent worker, personal/individual and portable retirement plan issues. No bill number. Discussed multi-employer pension plan issues. No bill number. Discussed fiduciary responsibility issues. No bill number. Discussed student loans and retirement saving issues. No bill number. Discussed retirement plan data collection, retention, dissemination and cybersecurity issues. No bill number. Discussed small employer and pooled retirement plan issues. No bill number. Discussed small retirement account cash out issues. No bill number. Discussed Individual Retirement Account (IRA) issues. No bill number. Discussed Required Minimum Distribution (RMD) issues. No bill number. Discussed access to retirement savings for dependent care expenses. No bill number. Discussed savings for emergency expenses. No bill number. Discussed options to improve spend down retirement savings after retirement. No bill number. Discussed proposed Department of Labor rules on retirement plan disclosures and fiduciary responsibility. H.R. 397, Rehabilitation for Multi-employer Pensions Act. S. 1431, Retirement Security & Savings Act. S. 2254, Butch Lewis Act.
H.R. 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. S. 5064, Improving Access to Retirement Savings Act. No bill number. Discussed the Social Security Average Wage Index (AWI). No bill number. Discussed Social Security payroll tax pause. No bill number. Discussed Grassley-Alexander multi-employer pensions draft legislation. No bill number. Comments letter to the Social Security Administration regarding interim final rule on the Waiver of Recovery of Certain Overpayment Debts Accruing During the COVID-19 Pandemic Period. S. 4180, Protecting Benefits for Retirees Act / H.R. 7499, Social Security COVID Correction and Equity Act. H.R. 8598, Emergency Social Security COLA for 2021 Act. No bill number, Statement for the record in Senate Finance Committee hearing on Investigating Challenges to American Retirement Security. H.R. 7830, Fairness for Seniors and People with Disabilities During COVID-19 Act. No bill number. Discussed potential legislation to require the Social Security Administration to send letters to beneficiaries whenever a substantive change to the program is made by Congress. No bill number. Discussed delivery of retirement disclosures by electronic and paper methods. H.R.8696, Securing a Strong Retirement Act of 2020. 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 for lower wage workers, including the SAVER tax credit. 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) 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 retirement savings spend down after retirement. No bill number. Submitted a Statement for the Record to the US Senate Committee on Finance on Challenges to Retirement.
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.
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. 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. Discussed Social Security and the 2020 Social Security Trustees Report. H.R. 7499, the Social Security COVID Correction and Equity Act. S. 2733/H.R. 4907, the TRUST Act. H.R. 6800, Health and Economic Recovery Omnibus Emergency Solutions Act; H.R. 6074, Preparedness and Response Supplemental; H.R. 6201, Families First Coronavirus Response Act; H.R. 748, Coronavirus Aid, Relief, and Economic Security (CARES) Act; H.R. 266, Paycheck Protection Program and Health Care Enhancement Act. Discussed stimulus payments. S. 4044, the Re-Open Enrollment of Servicemembers for Opt-in to Updated Retirement Choices for Enduring Security Act (RESOURCES Act). No bill number. Discussed problem of electronic delivery as default method for providing important retirement plan disclosures and notices. No bill number. Discussed private sector retirement reform issues, including establishment of a national automatic retirement system. No bill number. Discussed State facilitated retirement savings programs for private sector workers. No bill number. Discussed part-time worker, independent contractor, contingent worker, personal/individual and portable retirement plan issues. No bill number. Discussed multi-employer pension plan issues. No bill number. Discussed fiduciary responsibility issues. No bill number. Discussed student loans and retirement saving issues. No bill number. Discussed retirement plan data collection, retention, dissemination and cybersecurity issues. No bill number. Discussed small employer and pooled retirement plan issues. No bill number. Discussed small retirement account cash out issues. No bill number. Discussed Individual Retirement Account (IRA) issues. No bill number. Discussed Required Minimum Distribution (RMD) issues. No bill number. Discussed access to retirement savings for dependent care expenses. No bill number. Discussed savings for emergency expenses. No bill number. Discussed options to improve spend down retirement savings after retirement. No bill number. Discussed proposed Department of Labor rules on retirement plan disclosures and fiduciary responsibility. H.R. 397, Rehabilitation for Multi-employer Pensions Act. S. 1431, Retirement Security & Savings Act. S. 2254, Butch Lewis Act.
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. 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.
Improving Social Security’s Service to Victims of Identity Theft 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.
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.
Coronavirus Preparedness and Response Supplemental Appropriations Act, 2020
No bill number. Discussed Social Security and the 2020 Social Security Trustees Report. H.R. 7499, the Social Security COVID Correction and Equity Act. S. 2733/H.R. 4907, the TRUST Act. H.R. 6800, Health and Economic Recovery Omnibus Emergency Solutions Act; H.R. 6074, Preparedness and Response Supplemental; H.R. 6201, Families First Coronavirus Response Act; H.R. 748, Coronavirus Aid, Relief, and Economic Security (CARES) Act; H.R. 266, Paycheck Protection Program and Health Care Enhancement Act. Discussed stimulus payments. S. 4044, the Re-Open Enrollment of Servicemembers for Opt-in to Updated Retirement Choices for Enduring Security Act (RESOURCES Act). No bill number. Discussed problem of electronic delivery as default method for providing important retirement plan disclosures and notices. No bill number. Discussed private sector retirement reform issues, including establishment of a national automatic retirement system. No bill number. Discussed State facilitated retirement savings programs for private sector workers. No bill number. Discussed part-time worker, independent contractor, contingent worker, personal/individual and portable retirement plan issues. No bill number. Discussed multi-employer pension plan issues. No bill number. Discussed fiduciary responsibility issues. No bill number. Discussed student loans and retirement saving issues. No bill number. Discussed retirement plan data collection, retention, dissemination and cybersecurity issues. No bill number. Discussed small employer and pooled retirement plan issues. No bill number. Discussed small retirement account cash out issues. No bill number. Discussed Individual Retirement Account (IRA) issues. No bill number. Discussed Required Minimum Distribution (RMD) issues. No bill number. Discussed access to retirement savings for dependent care expenses. No bill number. Discussed savings for emergency expenses. No bill number. Discussed options to improve spend down retirement savings after retirement. No bill number. Discussed proposed Department of Labor rules on retirement plan disclosures and fiduciary responsibility. H.R. 397, Rehabilitation for Multi-employer Pensions Act. S. 1431, Retirement Security & Savings Act. S. 2254, Butch Lewis Act.
No bill number. Discussed Social Security and the 2020 Social Security Trustees Report. H.R. 7499, the Social Security COVID Correction and Equity Act. S. 2733/H.R. 4907, the TRUST Act. H.R. 6800, Health and Economic Recovery Omnibus Emergency Solutions Act; H.R. 6074, Preparedness and Response Supplemental; H.R. 6201, Families First Coronavirus Response Act; H.R. 748, Coronavirus Aid, Relief, and Economic Security (CARES) Act; H.R. 266, Paycheck Protection Program and Health Care Enhancement Act. Discussed stimulus payments. S. 4044, the Re-Open Enrollment of Servicemembers for Opt-in to Updated Retirement Choices for Enduring Security Act (RESOURCES Act). No bill number. Discussed problem of electronic delivery as default method for providing important retirement plan disclosures and notices. No bill number. Discussed private sector retirement reform issues, including establishment of a national automatic retirement system. No bill number. Discussed State facilitated retirement savings programs for private sector workers. No bill number. Discussed part-time worker, independent contractor, contingent worker, personal/individual and portable retirement plan issues. No bill number. Discussed multi-employer pension plan issues. No bill number. Discussed fiduciary responsibility issues. No bill number. Discussed student loans and retirement saving issues. No bill number. Discussed retirement plan data collection, retention, dissemination and cybersecurity issues. No bill number. Discussed small employer and pooled retirement plan issues. No bill number. Discussed small retirement account cash out issues. No bill number. Discussed Individual Retirement Account (IRA) issues. No bill number. Discussed Required Minimum Distribution (RMD) issues. No bill number. Discussed access to retirement savings for dependent care expenses. No bill number. Discussed savings for emergency expenses. No bill number. Discussed options to improve spend down retirement savings after retirement. No bill number. Discussed proposed Department of Labor rules on retirement plan disclosures and fiduciary responsibility. H.R. 397, Rehabilitation for Multi-employer Pensions Act. S. 1431, Retirement Security & Savings Act. S. 2254, Butch Lewis Act.
H.R. 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.
No bill number. Discussed Social Security and the 2020 Social Security Trustees Report. H.R. 7499, the Social Security COVID Correction and Equity Act. S. 2733/H.R. 4907, the TRUST Act. H.R. 6800, Health and Economic Recovery Omnibus Emergency Solutions Act; H.R. 6074, Preparedness and Response Supplemental; H.R. 6201, Families First Coronavirus Response Act; H.R. 748, Coronavirus Aid, Relief, and Economic Security (CARES) Act; H.R. 266, Paycheck Protection Program and Health Care Enhancement Act. Discussed stimulus payments. S. 4044, the Re-Open Enrollment of Servicemembers for Opt-in to Updated Retirement Choices for Enduring Security Act (RESOURCES Act). No bill number. Discussed problem of electronic delivery as default method for providing important retirement plan disclosures and notices. No bill number. Discussed private sector retirement reform issues, including establishment of a national automatic retirement system. No bill number. Discussed State facilitated retirement savings programs for private sector workers. No bill number. Discussed part-time worker, independent contractor, contingent worker, personal/individual and portable retirement plan issues. No bill number. Discussed multi-employer pension plan issues. No bill number. Discussed fiduciary responsibility issues. No bill number. Discussed student loans and retirement saving issues. No bill number. Discussed retirement plan data collection, retention, dissemination and cybersecurity issues. No bill number. Discussed small employer and pooled retirement plan issues. No bill number. Discussed small retirement account cash out issues. No bill number. Discussed Individual Retirement Account (IRA) issues. No bill number. Discussed Required Minimum Distribution (RMD) issues. No bill number. Discussed access to retirement savings for dependent care expenses. No bill number. Discussed savings for emergency expenses. No bill number. Discussed options to improve spend down retirement savings after retirement. No bill number. Discussed proposed Department of Labor rules on retirement plan disclosures and fiduciary responsibility. H.R. 397, Rehabilitation for Multi-employer Pensions Act. S. 1431, Retirement Security & Savings Act. S. 2254, Butch Lewis Act.
H.R. 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. 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. 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. S. 5064, Improving Access to Retirement Savings Act. No bill number. Discussed the Social Security Average Wage Index (AWI). No bill number. Discussed Social Security payroll tax pause. No bill number. Discussed Grassley-Alexander multi-employer pensions draft legislation. No bill number. Comments letter to the Social Security Administration regarding interim final rule on the Waiver of Recovery of Certain Overpayment Debts Accruing During the COVID-19 Pandemic Period. S. 4180, Protecting Benefits for Retirees Act / H.R. 7499, Social Security COVID Correction and Equity Act. H.R. 8598, Emergency Social Security COLA for 2021 Act. No bill number, Statement for the record in Senate Finance Committee hearing on Investigating Challenges to American Retirement Security. H.R. 7830, Fairness for Seniors and People with Disabilities During COVID-19 Act. No bill number. Discussed potential legislation to require the Social Security Administration to send letters to beneficiaries whenever a substantive change to the program is made by Congress. No bill number. Discussed delivery of retirement disclosures by electronic and paper methods. H.R.8696, Securing a Strong Retirement Act of 2020. 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 for lower wage workers, including the SAVER tax credit. 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) 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 retirement savings spend down after retirement. No bill number. Submitted a Statement for the Record to the US Senate Committee on Finance on Challenges to Retirement.
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.
No bill number. Discussed Social Security and the 2020 Social Security Trustees Report. H.R. 7499, the Social Security COVID Correction and Equity Act. S. 2733/H.R. 4907, the TRUST Act. H.R. 6800, Health and Economic Recovery Omnibus Emergency Solutions Act; H.R. 6074, Preparedness and Response Supplemental; H.R. 6201, Families First Coronavirus Response Act; H.R. 748, Coronavirus Aid, Relief, and Economic Security (CARES) Act; H.R. 266, Paycheck Protection Program and Health Care Enhancement Act. Discussed stimulus payments. S. 4044, the Re-Open Enrollment of Servicemembers for Opt-in to Updated Retirement Choices for Enduring Security Act (RESOURCES Act). No bill number. Discussed problem of electronic delivery as default method for providing important retirement plan disclosures and notices. No bill number. Discussed private sector retirement reform issues, including establishment of a national automatic retirement system. No bill number. Discussed State facilitated retirement savings programs for private sector workers. No bill number. Discussed part-time worker, independent contractor, contingent worker, personal/individual and portable retirement plan issues. No bill number. Discussed multi-employer pension plan issues. No bill number. Discussed fiduciary responsibility issues. No bill number. Discussed student loans and retirement saving issues. No bill number. Discussed retirement plan data collection, retention, dissemination and cybersecurity issues. No bill number. Discussed small employer and pooled retirement plan issues. No bill number. Discussed small retirement account cash out issues. No bill number. Discussed Individual Retirement Account (IRA) issues. No bill number. Discussed Required Minimum Distribution (RMD) issues. No bill number. Discussed access to retirement savings for dependent care expenses. No bill number. Discussed savings for emergency expenses. No bill number. Discussed options to improve spend down retirement savings after retirement. No bill number. Discussed proposed Department of Labor rules on retirement plan disclosures and fiduciary responsibility. H.R. 397, Rehabilitation for Multi-employer Pensions Act. S. 1431, Retirement Security & Savings Act. S. 2254, Butch Lewis Act.
No bill number. Discussed Social Security and the 2020 Social Security Trustees Report. H.R. 7499, the Social Security COVID Correction and Equity Act. S. 2733/H.R. 4907, the TRUST Act. H.R. 6800, Health and Economic Recovery Omnibus Emergency Solutions Act; H.R. 6074, Preparedness and Response Supplemental; H.R. 6201, Families First Coronavirus Response Act; H.R. 748, Coronavirus Aid, Relief, and Economic Security (CARES) Act; H.R. 266, Paycheck Protection Program and Health Care Enhancement Act. Discussed stimulus payments. S. 4044, the Re-Open Enrollment of Servicemembers for Opt-in to Updated Retirement Choices for Enduring Security Act (RESOURCES Act). No bill number. Discussed problem of electronic delivery as default method for providing important retirement plan disclosures and notices. No bill number. Discussed private sector retirement reform issues, including establishment of a national automatic retirement system. No bill number. Discussed State facilitated retirement savings programs for private sector workers. No bill number. Discussed part-time worker, independent contractor, contingent worker, personal/individual and portable retirement plan issues. No bill number. Discussed multi-employer pension plan issues. No bill number. Discussed fiduciary responsibility issues. No bill number. Discussed student loans and retirement saving issues. No bill number. Discussed retirement plan data collection, retention, dissemination and cybersecurity issues. No bill number. Discussed small employer and pooled retirement plan issues. No bill number. Discussed small retirement account cash out issues. No bill number. Discussed Individual Retirement Account (IRA) issues. No bill number. Discussed Required Minimum Distribution (RMD) issues. No bill number. Discussed access to retirement savings for dependent care expenses. No bill number. Discussed savings for emergency expenses. No bill number. Discussed options to improve spend down retirement savings after retirement. No bill number. Discussed proposed Department of Labor rules on retirement plan disclosures and fiduciary responsibility. H.R. 397, Rehabilitation for Multi-employer Pensions Act. S. 1431, Retirement Security & Savings Act. S. 2254, Butch Lewis Act.
H.R. 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. S. 5064, Improving Access to Retirement Savings Act. No bill number. Discussed the Social Security Average Wage Index (AWI). No bill number. Discussed Social Security payroll tax pause. No bill number. Discussed Grassley-Alexander multi-employer pensions draft legislation. No bill number. Comments letter to the Social Security Administration regarding interim final rule on the Waiver of Recovery of Certain Overpayment Debts Accruing During the COVID-19 Pandemic Period. S. 4180, Protecting Benefits for Retirees Act / H.R. 7499, Social Security COVID Correction and Equity Act. H.R. 8598, Emergency Social Security COLA for 2021 Act. No bill number, Statement for the record in Senate Finance Committee hearing on Investigating Challenges to American Retirement Security. H.R. 7830, Fairness for Seniors and People with Disabilities During COVID-19 Act. No bill number. Discussed potential legislation to require the Social Security Administration to send letters to beneficiaries whenever a substantive change to the program is made by Congress. No bill number. Discussed delivery of retirement disclosures by electronic and paper methods. H.R.8696, Securing a Strong Retirement Act of 2020. 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 for lower wage workers, including the SAVER tax credit. 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) 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 retirement savings spend down after retirement. No bill number. Submitted a Statement for the Record to the US Senate Committee on Finance on Challenges to Retirement.
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.
Fairness for Seniors and People with Disabilities During COVID-19 Act of 2020
No bill number. Discussed permitting electronic delivery to be the default method for providing important retirement plan disclosures and notices and discussed delivery of retirement disclosures by electronic and paper delivery methods. No bill number. Discussed private sector retirement reform issues, including establishment of a national automatic retirement system. No bill number. Discussed state facilitated retirement savings programs for private sector workers. No bill number. Discussed part-time worker, independent contractor, contingent worker, personal/individual and portable retirement plan issues. No bill number. Discussed multi-employer pension plan issues. No bill number. Discussed fiduciary responsibility issues. No bill number. Discussed student loans and retirement saving issues. No bill number. Discussed retirement plan data collection, retention, dissemination and cybersecurity issues. No bill number. Discussed small employer and pooled retirement plans. No bill number. Discussed small retirement account cash out issues. No bill number. Discussed Individual Retirement Accounts (IRA). No bill number. Discussed Required Minimum Distributions (RMD). No bill number. Discussed access to retirement savings for dependent care expenses. No bill number. Discussed savings for emergency expenses. No bill number. Discussed retirement savings distribution options. No bill number. Submitted testimony to the Department of Labor on fiduciary responsibilities. No bill number. Submitted testimony to US Senate Special Committee on Aging on Women and Retirement. No bill number. Submitted a statement for the record to the House Ways and Means Committees Subcommittee on Social Security on The Impact of COVID-19 on Social Security and Its Beneficiaries. No bill number. Discussed Social Security payroll tax deferral and potential elimination. H.J. Res 94, Providing for congressional disapproval of the rule relating to "Relief with Respect to Employment Tax Deadlines Applicable to Employers Affected by the Ongoing Coronavirus (COVID-19) Disease 2019 Pandemic. H.R. 7830, Fairness for Seniors and People with Disabilities During COVID-19 Act. H.R. 4907/S. 2733, TRUST Act. S. 4180, Protecting Benefits for Retirees Act. H.R. 7499, Social Security COVID Correction and Equity Act. No bill number. Discussed Social Securitys 85th Anniversary and shared public opinion polling. No bill number. Discussed The Fundamentals of Social Security via a virtual Hill briefing. No bill number. Discussed $500 CARES Act child dependent payments to eligible non-filing federal beneficiaries. S.4495, Automatic Cash Assistance Act. H.R. 8171, Save Our Social Security Now Act. No bill number, discussed the anticipated 2021 Social Security cost-of-living adjustment. HR 925, Updated Health and Economic Recovery Omnibus Emergency Solutions Act (Updated HEROES). S 4318, American Workers, Families, and Employers Assistance Act (HEALS). H.R. 397, Rehabilitation for Multiemployer Pensions Act. S. 1431, Retirement Security & Savings Act. S. 2254, Butch Lewis Act. S. 4192/H.R. 7439, Retirement Savings Lost and Found Act. No bill number. Discussed multi-employer pensions.
Fairness for Seniors and People with Disabilities During COVID-19 Act of 2020
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. S. 5064, Improving Access to Retirement Savings Act. No bill number. Discussed the Social Security Average Wage Index (AWI). No bill number. Discussed Social Security payroll tax pause. No bill number. Discussed Grassley-Alexander multi-employer pensions draft legislation. No bill number. Comments letter to the Social Security Administration regarding interim final rule on the Waiver of Recovery of Certain Overpayment Debts Accruing During the COVID-19 Pandemic Period. S. 4180, Protecting Benefits for Retirees Act / H.R. 7499, Social Security COVID Correction and Equity Act. H.R. 8598, Emergency Social Security COLA for 2021 Act. No bill number, Statement for the record in Senate Finance Committee hearing on Investigating Challenges to American Retirement Security. H.R. 7830, Fairness for Seniors and People with Disabilities During COVID-19 Act. No bill number. Discussed potential legislation to require the Social Security Administration to send letters to beneficiaries whenever a substantive change to the program is made by Congress. No bill number. Discussed delivery of retirement disclosures by electronic and paper methods. H.R.8696, Securing a Strong Retirement Act of 2020. 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 for lower wage workers, including the SAVER tax credit. 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) 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 retirement savings spend down after retirement. No bill number. Submitted a Statement for the Record to the US Senate Committee on Finance on Challenges to Retirement.
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. 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. S. 5064, Improving Access to Retirement Savings Act. No bill number. Discussed the Social Security Average Wage Index (AWI). No bill number. Discussed Social Security payroll tax pause. No bill number. Discussed Grassley-Alexander multi-employer pensions draft legislation. No bill number. Comments letter to the Social Security Administration regarding interim final rule on the Waiver of Recovery of Certain Overpayment Debts Accruing During the COVID-19 Pandemic Period. S. 4180, Protecting Benefits for Retirees Act / H.R. 7499, Social Security COVID Correction and Equity Act. H.R. 8598, Emergency Social Security COLA for 2021 Act. No bill number, Statement for the record in Senate Finance Committee hearing on Investigating Challenges to American Retirement Security. H.R. 7830, Fairness for Seniors and People with Disabilities During COVID-19 Act. No bill number. Discussed potential legislation to require the Social Security Administration to send letters to beneficiaries whenever a substantive change to the program is made by Congress. No bill number. Discussed delivery of retirement disclosures by electronic and paper methods. H.R.8696, Securing a Strong Retirement Act of 2020. 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 for lower wage workers, including the SAVER tax credit. 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) 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 retirement savings spend down after retirement. No bill number. Submitted a Statement for the Record to the US Senate Committee on Finance on Challenges to Retirement.
PL 117-70, Further Extending Government Funding Act. S. 1295, TRUST Act of 2021 H.R. 5376, Build Back Better Act.
S. 1770/H.R. 2954 SECURE Act. No bill number. Discussed retirement plan portability.
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.
Filing targets: Administration for Children & Families (ACF), Agency for Healthcare Research & Quality (AHRQ), Agriculture, Dept of (USDA), Centers For Disease Control & Prevention (CDC), Centers For Medicare and Medicaid Services (CMS), Consumer Financial Protection Bureau (CFPB), Corporation for Natl & Community Service, Defense, Dept of (DOD), Food & Drug Administration (FDA), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Council on Disability, Natl Institutes of Health (NIH), Office of Management & Budget (OMB), Office of Personnel Management (OPM), SENATE, Securities & Exchange Commission (SEC), Social Security Administration (SSA), Transportation, Dept of (DOT), Treasury, Dept of, Veterans Affairs, Dept of (VA), White House Office
H.R.5376, Build Back Better Act. Public Law No: 117-43, Extending Government Funding and Delivering Emergency Assistance Act. No bill number. Discussed the debt limit.
H.R. 5376 Build Back Better Act. S. 1770/H.R. 2954, SECURE Act. S. 1295/H.R. 2575, the TRUST Act of 2021. H.R. 4143/S. 2204, the Know Your Social Security Act. No bill number. Discussed retirement plan portability. No bill number - Written statement for hearing entitled Policy Options for Improving SSI (Supplemental Security Income). H.R. 3914, Social Security Benefits Payment Choice Act of 2021. H.R. 4851, the Protecting Our Widows and Widowers in Retirement (POWR) Act. S. 2065/H.R. 3834, the Supplemental Security Income Restoration Act. No bill number - Discussed the reduction in unemployment benefits due to the receipt of Social Security benefits. No bill number - Discussed the Social Security earnings limit. No bill number/reconciliation? - Discussed the Social Security Administration administering and/or funding a federal paid leave program. No bill number. Discussed the 2021 Social Security Trustees report and the long-term financial security of the program. No bill number. Discussed the ocial Security cost-of-living adjustment. No bill number. Testified during hearing: Building on Bipartisan Retirement Legislation: How Can Congress Help. No bill number. Discussed retirement plan disclosures and notices. No bill number. Discussed private-sector retirement reform legislation, including establishment of a national automatic retirement system. No bill number. Discussed state-facilitated retirement savings programs for private-sector workers. No bill number. Discussed part-time worker, independent contractor, contingent worker, personal/individual and portable retirement plan issues. No bill number. Discussed fiduciary responsibility issues. No bill number. Discussed student loan and retirement saving issues. No bill number. Discussed retirement plan data collection, retention, dissemination and cybersecurity issues. No bill number. Discussed small employer and pooled retirement plan issues. No bill number. Discussed small retirement account cash-out issues. No bill number. Discussed Individual Retirement Account (IRA) and Required Minimum Distribution (RMD). No bill number. Discussed options to improve spend down of retirement savings after retirement. No bill number. Discussed Savers Tax Credit. No bill number. Discussed women and retirement security. S. 2446/H.R. 4678, the Womens Retirement Protection Act. S. 2452, Encouraging Americans to Save Act. H.R. 4502, Labor, Health & Human Services Appropriations Act, FY 2022. No bill number. Discussed auto-IRA. No bill number. Discussed Savers Credit.
H.R. 5376 Build Back Better Act. S. 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.
S. 2569, Domestic Worker Bill of Rights Act. S. 248, the FAMILY Act. No bill number. Discussed paid leave. H.R. 3992, Protect Older Job Applicants Act. H.R. 2062/ S. 880, Protecting Older Workers Against Discrimination Act. No bill number. Discussed pooled plans and other retirement issues. H.R. 4502, Labor, Health & Human Services Appropriations Act, FY 2022.
Filing targets: Administration for Children & Families (ACF), Agriculture, Dept of (USDA), Centers For Disease Control & Prevention (CDC), Centers For Medicare and Medicaid Services (CMS), Consumer Financial Protection Bureau (CFPB), Corporation for Natl & Community Service, Defense, Dept of (DOD), Food & Drug Administration (FDA), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Institutes of Health (NIH), Office of Management & Budget (OMB), Office of Personnel Management (OPM), SENATE, Securities & Exchange Commission (SEC), Social Security Administration (SSA), Transportation, Dept of (DOT), Treasury, Dept of, Veterans Affairs, Dept of (VA), White House Office
No bill number. Discussed rent-a-bank lending policies. No bill number. Participated in SEC Investor Advisory Committee meeting. H.R. 2954, SECURE Act. No bill number. Discussed retirement plan portability. H.R. 3489, Reporting Instances of Non-authorized Grift (RING) Act of 2021
No bill number. Testified during hearing: Examining Pathways to Build a Stronger, More Inclusive Retirement System. No bill number - Discussed retirement plan portability. No bill number. Discussed paper and electronic delivery for retirement plan disclosures and notices. No bill number. Discussed private-sector retirement reform legislation, including establishment of a national automatic retirement system. No bill number. Discussed state-facilitated retirement savings programs for private-sector workers No bill number. Discussed part-time worker, independent contractor, contingent worker, personal/individual and portable retirement plan issues. No bill number. Discussed fiduciary responsibility issues. No bill number. Discussed student loan and retirement saving issues. No bill number. Discussed retirement plan data collection, retention, dissemination and cybersecurity issues. No bill number. Discussed small employer and pooled retirement plan issues. No bill number. Discussed small retirement account cash-out issues. No bill number. Discussed Individual Retirement Account (IRA) and Required Minimum Distribution (RMD). No bill number. Discussed options to improve spend down of retirement savings after retirement. No bill number. Discussed Savers Tax Credit. No bill number. Discussed women and retirement security. H.R. 2954 SECURE Act. S. 1770, the Retirement Security and Safety Act. S. 1295/H.R. 2575, the TRUST Act of 2021. H.R. 4143/S. 2204, the Know Your Social Security Act. H.R. 4072, the Social Security Child Protection Act. No bill number. Written statement for a hearing entitled Social Security During COVID: How the Pandemic Hampered Access to Benefits and Strategies for Improving Service Delivery. S. 1955/H.R. 3632, the Social Security Caregiver Credit Act. No bill number. Discussed hearing entitled Equity In Social Security: In Their Own Words. No bill number - the Protecting Our Widows and Widowers in Retirement (POWR) Act. H.R. 3915, a bill to amend title II of the Social Security Act to improve social security benefits for widows and widowers in two-income households, and for other purposes. No bill number. Discussed Supplemental Security Income modernization. No bill number. Discussed a federal paid leave program. H.R. 4003/S. 2108, a bill to eliminate work disincentives for childhood Social Security disability beneficiaries. No bill number. A bill to provide for cost-of-living increases for certain Federal benefits programs based on increases in the Consumer Price Index for the elderly.
S. 1190, Direct Support Worker Training Reimbursement Act. S. 1192, The Career Advancement for Direct Support Aid Workers (CADSAW) Act. S. 1196, The Mollie Baldwin Upskilling of Personal and Home Care Aides Act. No bill number. Discussed direct care workforce and family caregiving legislation. H.R. 2062/S. 880, the Protecting Older Workers Against Discrimination Act. No bill number. Submitted written testimony for hearing titled A Changing Workforce: Supporting Older Workers amid the COVID-19 Pandemic and Beyond. No bill number. Discussed age discrimination and older workers. No bill number. FY 2022 Labor, Health & Human Services Appropriations Act. No bill number. Discussed parental leave.
Filing targets: Administration for Children & Families (ACF), Agriculture, Dept of (USDA), Centers For Disease Control & Prevention (CDC), Centers For Medicare and Medicaid Services (CMS), Consumer Financial Protection Bureau (CFPB), Corporation for Natl & Community Service, Defense, Dept of (DOD), Equal Employment Opportunity Commission (EEOC), Food & Drug Administration (FDA), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Institutes of Health (NIH), Natl Transportation Safety Board (NTSB), Office of Management & Budget (OMB), Office of Personnel Management (OPM), Office of the Comptroller of the Currency (OCC), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Social Security Administration (SSA), Transportation, Dept of (DOT), Treasury, Dept of, Veterans Affairs, Dept of (VA), White House Office
Public L.117-2, American Rescue Plan Act of 2021 No bill number - Testimony for hearing titled "Fighting for Fairness: Examining Legislation to Confront Workplace Discrimination" H.R. 2062/S. 880, the Protecting Older Workers Against Discrimination Act No bill number - Discussed women and retirement security No bill number - Discussed the health care and long-term care workforce
Public L.117-2, American Rescue Plan Act of 2021 No bill number - Discussed retirement plan portability No bill number - Participated in SEC Investor Advisory Committee meeting No bill number - Discussed notice of proposed rulemaking regarding Consumer Access to Financial Records No bill number - SECURE Act No bill number - Discussed "Reporting Instances of Non-authorized Grift Act (RING) Act of 2021
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
Filing targets: Administration for Children & Families (ACF), Agriculture, Dept of (USDA), Centers For Disease Control & Prevention (CDC), Centers For Medicare and Medicaid Services (CMS), Consumer Financial Protection Bureau (CFPB), Corporation for Natl & Community Service, Defense, Dept of (DOD), Food & Drug Administration (FDA), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Housing & Urban Development, Dept of (HUD), Indian Health Service, Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Institutes of Health (NIH), Natl Transportation Safety Board (NTSB), Office of Management & Budget (OMB), Office of Personnel Management (OPM), Office of the Comptroller of the Currency (OCC), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Social Security Administration (SSA), Transportation, Dept of (DOT), Treasury, Dept of, Veterans Affairs, Dept of (VA), White House Office
H.R. 133, Consolidated Appropriations Act. No bill number. Submitted comments to DOL on proposed rules related to treatment of independent contractors under labor laws. No bill number. Discussed the Age Discrimination in Employment Act of 1967. H.R. 1230/S. 485, Protecting Older Workers Against Discrimination 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. S. 5064, Improving Access to Retirement Savings Act. No bill number. Discussed the Social Security Average Wage Index (AWI). No bill number. Discussed Social Security payroll tax pause. No bill number. Discussed Grassley-Alexander multi-employer pensions draft legislation. No bill number. Comments letter to the Social Security Administration regarding interim final rule on the Waiver of Recovery of Certain Overpayment Debts Accruing During the COVID-19 Pandemic Period. S. 4180, Protecting Benefits for Retirees Act / H.R. 7499, Social Security COVID Correction and Equity Act. H.R. 8598, Emergency Social Security COLA for 2021 Act. No bill number, Statement for the record in Senate Finance Committee hearing on Investigating Challenges to American Retirement Security. H.R. 7830, Fairness for Seniors and People with Disabilities During COVID-19 Act. No bill number. Discussed potential legislation to require the Social Security Administration to send letters to beneficiaries whenever a substantive change to the program is made by Congress. No bill number. Discussed delivery of retirement disclosures by electronic and paper methods. H.R.8696, Securing a Strong Retirement Act of 2020. 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 for lower wage workers, including the SAVER tax credit. 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) 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 retirement savings spend down after retirement. No bill number. Submitted a Statement for the Record to the US Senate Committee on Finance on Challenges to Retirement.
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.
Filing targets: Administration for Children & Families (ACF), Agriculture, Dept of (USDA), Centers For Disease Control & Prevention (CDC), Centers For Medicare and Medicaid Services (CMS), Consumer Financial Protection Bureau (CFPB), Corporation for Natl & Community Service, Defense, Dept of (DOD), Federal Communications Commission (FCC), Food & Drug Administration (FDA), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Housing & Urban Development, Dept of (HUD), Indian Health Service, Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Institutes of Health (NIH), Natl Transportation Safety Board (NTSB), Office of Management & Budget (OMB), Office of Personnel Management (OPM), Office of the Comptroller of the Currency (OCC), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Social Security Administration (SSA), Transportation, Dept of (DOT), Treasury, Dept of, Veterans Affairs, Dept of (VA), White House Office
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.
No bill number. Discussed Social Security and the 2020 Social Security Trustees Report. H.R. 7499, the Social Security COVID Correction and Equity Act. S. 2733/H.R. 4907, the TRUST Act. H.R. 6800, Health and Economic Recovery Omnibus Emergency Solutions Act; H.R. 6074, Preparedness and Response Supplemental; H.R. 6201, Families First Coronavirus Response Act; H.R. 748, Coronavirus Aid, Relief, and Economic Security (CARES) Act; H.R. 266, Paycheck Protection Program and Health Care Enhancement Act. Discussed stimulus payments. S. 4044, the Re-Open Enrollment of Servicemembers for Opt-in to Updated Retirement Choices for Enduring Security Act (RESOURCES Act). No bill number. Discussed problem of electronic delivery as default method for providing important retirement plan disclosures and notices. No bill number. Discussed private sector retirement reform issues, including establishment of a national automatic retirement system. No bill number. Discussed State facilitated retirement savings programs for private sector workers. No bill number. Discussed part-time worker, independent contractor, contingent worker, personal/individual and portable retirement plan issues. No bill number. Discussed multi-employer pension plan issues. No bill number. Discussed fiduciary responsibility issues. No bill number. Discussed student loans and retirement saving issues. No bill number. Discussed retirement plan data collection, retention, dissemination and cybersecurity issues. No bill number. Discussed small employer and pooled retirement plan issues. No bill number. Discussed small retirement account cash out issues. No bill number. Discussed Individual Retirement Account (IRA) issues. No bill number. Discussed Required Minimum Distribution (RMD) issues. No bill number. Discussed access to retirement savings for dependent care expenses. No bill number. Discussed savings for emergency expenses. No bill number. Discussed options to improve spend down retirement savings after retirement. No bill number. Discussed proposed Department of Labor rules on retirement plan disclosures and fiduciary responsibility. H.R. 397, Rehabilitation for Multi-employer Pensions Act. S. 1431, Retirement Security & Savings Act. S. 2254, Butch Lewis Act.
H.R. 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.
H.R. 397 - The Rehabilitation for Multiemployer Pensions Act S. 617 - Tax Extenders & Disaster Relief Act. H.R. 1230, the Protecting Older Workers Against Discrimination Act (POWADA). H.R. 2730/S. 1443 - The Credit for Caring Act. S. 1209 - REMEDY ACT. S. 972/H.R. 100 - The Retirement Enhancement & Savings Act. H.R. 1994 - Setting Every Community Up for Retirement Enhancement Act. H.R. 5306/S. 2989, Know Your Social Security Act. H.R. 5446, Improving Social Securitys Service to Victims of Identity Theft Act. Submitted comments to the Social Security Administration on their rulemaking on the Advanced Designation of Representative Payees. H.R. 4540, the Public Servants Protection and Fairness Act, and H.R. 3934, the Equal Treatment of Public Servants Act - Discussed Windfall Elimination Provision legislation. H.R. 5380 - The Senior Guardianship Social Security Protection Act. No bill number - Discussed the Social Security system and paid family leave. H.R. 5392 - The Social Security Enhancement and Protection Act. H.R. 4610/S. 3795 the Receiving Electronic Statements to Improve Retiree Earnings (RETIRE) Act. No bill number - Discussed private sector retirement reform issues. No bill number - Discussed State 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 student loans and retirement saving issues. No bill number - Discussed retirement plan data collection and dissemination 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 retirement reforms related to permitting early access to retirement savings. 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 spend down retirement savings after retirement. Submitted comments to DOL on multiple employer plans and delivery of required retirement disclosures via the internet.
H.R. 1994, the Setting Every Community up for Retirement Act of 2019 (SECURE Act) - Supported bill. S. 975, the Womens Retirement Protection Act - Supported bill. S. 1053, the Saving for the Future Act - Supported bill. H.R. 1838 Social Security Child Protection Act. H.R. 1940/S.920 New Parents Act-The CRADLE Act (paid parental leave) H.R. 397, Rehabilitation for Multiemployer Pensions Act. S. 972/H.R. 1007 Retirement Enhancement & Savings Act. H.R. 860, Social Security 2100 Act. No bill number. Responded to GAO inquiry regarding family caregiving and retirement security internationally. No bill nummber - Discussed legislation permitting electronic delivery to be the default method for providing important retirement plan disclosures and notices. No bill number -Discussed legislation recommending paper delivery of Social Security benefit statements. Discussed private sector retirement reform issues and testified before Senate Committee on Finance on private retirement issues. Discussed multiemployer pension issues. Discussed contingent workers and personal pension legislative options and issues. Discussed small employer retirement issues. Discussed opposition to paid family leave through Social Security. Discussed Social Security and testified before the House Ways and Means Subcommittee on Social Security. Submitted comments on price indexes, and how different indexes might affect the estimation of the Official Poverty Measure (OPM). Met with DOL and SEC on disclosure, fiduciary duty and consumer protection issues. S.2526 Retirement Enhancement and Savings Act of 2018. S.151 TRACED Act. Discussed implementation of Reg BI and need for a fiduciary standard (no bill number). Discussed need for disclosure testing and default paper delivery of disclosures and other financial documents, including H.R. 1815. Discussed Windfall Elimination Provision legislation, including H.R. 3934. Discussed paid family leave and Social Security, including H.R. 3865 and S. 463.
H.R. 1994, the Setting Every Community up for Retirement Act of 2019 (SECURE Act) - Supported bill. S. 975, the Womens Retirement Protection Act - Supported bill. S. 1053, the Saving for the Future Act - Supported bill. H.R. 1838 Social Security Child Protection Act. H.R. 1940/S.920 New Parents Act-The CRADLE Act (paid parental leave) H.R. 397, Rehabilitation for Multiemployer Pensions Act. S. 972/H.R. 1007 Retirement Enhancement & Savings Act. Opposed legislation permitting electronic delivery to be the default method for providing important retirement plan disclosures and notices. Supported legislation recommending paper delivery of Social Security benefit statements. Discussed private sector retirement reform issues and testified before Senate Committee on Finance on private retirement issues. Discussed multiemployer pension issues. Discussed contingent workers and personal pension legislative options and issues. Discussed small employer retirement issues. Discussed opposition to paid family leave through Social Security. Discussed Social Security and testified before the House Ways and Means Subcommittee on Social Security. Submitted comments on price indexes, and how different indexes might affect the estimation of the Official Poverty Measure (OPM). Met with DOL and SEC on disclosure, fiduciary duty and consumer protection issues.
Filing targets: Centers For Medicare and Medicaid Services (CMS), General Services Administration (GSA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, Securities & Exchange Commission (SEC), Transportation, Dept of (DOT), Treasury, Dept of, White House Office
H.R. 1994, the Setting Every Community up for Retirement Act of 2019 (SECURE Act) - Supported bill. S. 322, SIMPLE Plan Modernization Act - Supported bill. Womens Pension Protection Act - Discussed support for bill. H.R. 397, Rehabilitation for Multiemployer Pension Plans Act - Supported bill. Opposed legislation permitting electronic delivery to be the default method for providing important retirement plan disclosures and notices. Discussed private sector retirement reform issues. Discussed multiemployer pension issues. Discussed contingent workers and personal pension legislative options and issues. Discussed small employer retirement issues. Discussed opposition to paid family leave through Social Security. Discussed Social Security and testified before the House Ways and Means Subcommittee on Social Security.
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE, Securities & Exchange Commission (SEC), Transportation, Dept of (DOT)
H.J.R. 143, H.R. 695, Short-term Continuing Appropriations Act Resolution, 2019, H.R.6147, Interior, Environment, Financial Services and General Government, Agriculture, Rural Development, Food and Drug Administration, and Transportation, Housing and Urban Development Appropriations Act, 2019 - Lobbied in opposition to inclusion of hostile riders concerning SEC and DOL fiduciary duty rules with House and Senate Appropriations Committee staff. Discussed concerns regarding the Security and Exchange Commission (SEC) proposed rulemaking on a new standard of conduct for broker-dealers. H.R. 4610, Receiving Electronic Statements to Improve Retiree Earnings Act - Opposed permitting electronic delivery to be the default method for providing important retirement plan disclosures and notices. H.R. 5282/S. 2526, the Retirement Enhancement and Savings Act - Supported bill. S. 3197, SIMPLE plan Modernization Act - Supported bill. S. 3781 - Retirement Security and Savings Act of 2018 - Supported bill. Discussed retirement issues relevant to tax reform. Discussed Congressional Multiemployer Pension Plan Committee and Multiemployer Pension issues. Discussed contingent workers and personal pension legislative options and issues. Discussed women's Social Security and retirement issues. Discussed small employer retirement issues. Discussed problems with paid family leave through Social Security. Discussed the Windfall Elimination Provision in Social Security with House staff. Submitted comments to the Department of Labor on multiple employer plans and an application by the Retirement Clearinghouse to automatically roll-over certain terminated retirement accounts.
H.R. 4610, Receiving Electronic Statements to Improve Retiree Earnings Act - Opposed permitting electronic delivery to be the default method for providing important retirement plan disclosures and notices. H.R. 5282/S. 2526, the Retirement Enhancement and Savings Act - Supported bill. S. 3197, SIMPLE plan Modernization Act - Supported bill. Discussed retirement issues relevant to tax reform. Discussed Congressional Multiemployer Pension Plan Committee and Multiemployer Pension issues. Discussed women's Social Security and retirement issues. Discussed small employer retirement issues. Testified before the DOL ERISA Advisory Council on Lifetime Income products and issues. Discussed concerns regarding the Security and Exchange Commission (SEC) proposed rulemaking on a new standard of conduct for broker-dealers. Discussed retirement issues relevant to tax reform generally and "Tax 2.0" legislation. P.L. 115-119, RAISE Family Caregivers Act; S. 1151/H.R. 2505, Credit for Caring Act - Discussed bills and provided feedback on policy ideas regarding caregiving and retirement security with GAO staff. H.R.6147, Interior, Environment, Financial Services and General Government, Agriculture, Rural Development, Food and Drug Administration, and Transportation, Housing and Urban Development Appropriations Act, 2019 - Lobbied in opposition to inclusion of hostile riders concerning SEC and DOL fiduciary duty rules with House and Senate Appropriations Committee staff. Discussed opposition to paid family leave through Social Security. Discussed the Windfall Elimination Provision in Social Security with House Ways and Means staff.
H.R. 4610, Receiving Electronic Statements to Improve Retiree Earnings Act - Opposed permitting electronic delivery to be the default method for providing important retirement plan disclosures and notices. H.R. 6258/S. 3107, Financial Services & General Government Appropriations bill for FY 2018 - Lobbied in opposition to inclusion of hostile riders concerning SEC and DOL fiduciary duty rules with House and Senate Appropriations Committee staff. S. 2753, Commission on Retirement Security Act of 2018 - Discussed bill. Discussed Congressional Multiemployer Pension Plan Committee. H.R. 854, the Retirement Security for American Workers Act; H.R. 4158, the Retirement Plan Modernization Act; H.R. 4604, the Increasing Access to a Secure Retirement Act; and H.R. 4610, the Receiving Electronic Statements to Improve Retiree Earnings Act - Sent letter to the US House Committee on Education and the Workforce on pending retirement bills. H.R. 4547, Strengthening Protections for Social Security Beneficiaries Act of 2018 - Sent letter in support for bill. Discussed women's retirement issues. Discussed consideration of paid leave programs as part of Social Security system. Discussed Windfall Elimination Provision in Social Security. Discussed small employer retirement incentives. S. 2526, Retirement Enhancement and Savings Act - Sent letter in support of bill. S. 2474, Retirement Savings Lost and Found Act of 2018 - Discussed bill. Met with SSA staff at their request to discuss how to make their website more user-friendly. H.R. 6084, Improving Social Security's Service to Victims of Identity Theft Act - Sent letter in support of bill. H.R. 1512, Social Security Child Protection Act of 2018 - Sent letter in support of bill. Discussed support for the Department of Labor (DOL) Fiduciary rule and concerns regarding the Security and Exchange Commission (SEC) proposed best interest standard. Discussed retirement issues relevant to tax reform. Discussed family caregiving and retirement security including (P.L. 115-119) RAISE Family Caregivers Act, and (S. 1151/H.R. 2505) Credit for Caring Act with GAO staff. Lobbied on paid leave thru Social Security (no bill); S. 337, FAMILY Act
Discussed family caregiver tax credit draft legislation. (no bill number) (Senate) S.1151/H.R. 2505, Credit for Caring Act - Discussed the legislation and next steps. S. 218/H.R. 624, P.L. 115-59, Social Security Number Fraud Prevention Act; S. 223/H.R. 3758, Senior Safe Act; H.R. 2721, Seniors Tax Simplification Act; S. 547, Senior Financial Empowerment Act - Discussed AARPs support for these bills and provided family caregiving resources. Discussed support for medical expense deduction. (no bill) Discussed retirement tax issues and pension issues. S. 2526, Retirement Enhancement and Savings Act of 2018 - Supported Hatch-Wyden legislation to make improvements in private sector retirement plans. H.R. 1625, Consolidated Appropriations Act for FY 2018, (P.L. 115-141), H.R.3354, Interior and Environment, Agriculture and Rural Development, Commerce, Justice, Science, Financial Services and General Government, Homeland Security, Labor, Health and Human Services, Education, State and Foreign Operations, Transportation, Housing and Urban Development, Defense, Military Construction and Veterans Affairs, Legislative Branch, and Energy and Water Development Appropriations Act, 2018, H.J.R. 123, Further Continuing Appropriations Act, 2018, H.J. Res. 99 (P.L. 115-30), H.R.244, Consolidated Appropriations Act 2017 (P.L. 115-31) and (H.R. 3280) Financial Services & General Government Appropriations bill for FY 2018 - Lobbied to protect and enhance funding levels for IRS VITA & TCE taxpayer assistance programs.
Discussed support for the DOL Fiduciary rule. Discussed the Security and Exchange Commissions (SEC) upcoming rulemaking regarding a uniform standard that would apply to both broker-dealers and investment advisers when providing personalized investment advice to retail customers, and expressed support for a strong rule that supports the DOLs existing fiduciary rule. Discussed support for Dodd-Frank regulations related to broad consumer protections and protecting seniors from fraud and financial exploitation. H.R. 3758, Senior Safe Act - Sent a letter of endorsement. S. 2526, Retirement Enhancement and Savings Act of 2018 - Supported Hatch-Wyden legislation to make improvements in private sector retirement plans.
Discussed family caregiver tax credit draft legislation. (no bill number) (Senate) S.1151/H.R. 2505, Credit for Caring Act - Discussed the legislation and next steps. S. 218/H.R. 624, P.L. 115-59, Social Security Number Fraud Prevention Act; S. 223/H.R. 3758, Senior Safe Act; H.R. 2721, Seniors Tax Simplification Act; S. 547, Senior Financial Empowerment Act - Discussed AARPs support for these bills and provided family caregiving resources. Discussed support for medical expense deduction. (no bill) Discussed retirement tax issues and pension issues. S. 2526, Retirement Enhancement and Savings Act of 2018 - Supported Hatch-Wyden legislation to make improvements in private sector retirement plans. H.R. 1625, Consolidated Appropriations Act for FY 2018, (P.L. 115-141), H.R.3354, Interior and Environment, Agriculture and Rural Development, Commerce, Justice, Science, Financial Services and General Government, Homeland Security, Labor, Health and Human Services, Education, State and Foreign Operations, Transportation, Housing and Urban Development, Defense, Military Construction and Veterans Affairs, Legislative Branch, and Energy and Water Development Appropriations Act, 2018, H.J.R. 123, Further Continuing Appropriations Act, 2018, H.J. Res. 99 (P.L. 115-30), H.R.244, Consolidated Appropriations Act 2017 (P.L. 115-31) and (H.R. 3280) Financial Services & General Government Appropriations bill for FY 2018 - Lobbied to protect and enhance funding levels for IRS VITA & TCE taxpayer assistance programs.
Discussed bill related to taxes on Social Security benefits (no bill). Responded to inquiry on Social Security. Discussed support for the Department of Labor Fiduciary rule. Discussed retirement issues relevant to tax reform. S. 2147/H.R. 4444, Butch Lewis Multiemployer Pension Act - Supported bill. H.R. 4523, Automatic 401(k) Retirement Act - Supported bill. H.R. 4547, Strengthening Protections for Social Security Beneficiaries Act - Supported bill. Met with House and Senate staff to discuss retirement issues relevant to tax reform. Discussed pending Social Security issues with House and Senate staff. Met with House and Senate staff to discuss multiemployer pension issues. Discussed miscellaneous retirement issues, including issues related to insurance annuities, small employer plans, and a national retirement clearinghouse. Submitted comments to DOL on employer sponsored disability plan claims procedures.
Filing targets: Centers For Medicare and Medicaid Services (CMS), Consumer Financial Protection Bureau (CFPB), Equal Employment Opportunity Commission (EEOC), Federal Communications Commission (FCC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), Medicare Payment Advisory Commission (MedPAC), Natl Highway Traffic Safety Administration (NHTSA), SENATE, Securities & Exchange Commission (SEC), Veterans Affairs, Dept of (VA)
Discussed support for the Department of Labor Fiduciary rule. Discussed retirement issues relevant to tax reform. Discussed pending Social Security issues. Discussed multiemployer pension issues. H.R. 2792, Control Unlawful Fugitive Felons Act - Responded to inquiry re: bill. H.R. 3632/S. 208, PACE Act - Responded to inquiry re: bill.
Filing targets: Centers For Disease Control & Prevention (CDC), Centers For Medicare and Medicaid Services (CMS), Consumer Financial Protection Bureau (CFPB), Equal Employment Opportunity Commission (EEOC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Natl Institutes of Health (NIH), SENATE, Securities & Exchange Commission (SEC), Social Security Administration (SSA), Transportation, Dept of (DOT), Veterans Affairs, Dept of (VA)
Discussed CFPB arbitration rule (no bill number). Discussed support for the DOL Fiduciary rule. Discussed support for Dodd-Frank regulations related to the Consumer Financial Protection Bureau. H.J. Res. 99 (P.L. 115-30), H.R.244, Consolidated Appropriations Act 2017 (P.L. 115-31) and (no bill number) Financial Services & General Government Appropriations bill for FY 2018 - Lobbied in opposition to inclusion of hostile riders concerning SEC and DOL fiduciary duty rules with House and Senate Appropriations Committee staff.
Discussed conceptual draft of bill regarding electronic disclosures regarding retirement plans. Discussed retirement issues relevant to tax reform. S. 218/H.R. 624, Social Security Fraud Prevention Act of 2017 - Discussed bill. H.Res.66, H.Res.67, S.Res.33, S.Res.34 - Lobbied to prevent revocation of the Department of Labor's guidance to state and municipal-facilitated retirement savings programs under the Congressional Review Act. Discussed support for the DOL Fiduciary rule. H.R. 2028 (Public Law 114-254) - Further Continuing and Security Assistance Appropriations Act, 2017 - Lobbied in opposition to hostile policy riders concerning DOL fiduciary duty rules. Met with the SSA and OMB regarding SSA FY 2017 and FY 2018 funding levels and reviewed comments and testimony regarding Representative Payee Program. Discussed conceptual draft of bill regarding electronic disclosures regarding retirement plans. H.R. 624, Social Security Fraud Prevention Act of 2017 - Endorsed bill. Supported bill that requires the Social Security Administration to remove Social Security Numbers from mailings when their use is unnecessary (H.R. 624, the Social Security Number Fraud Prevention Act and H.R.1513 - Social Security Must Avert Identity Loss (MAIL) Act of 2017). Met with House and Senate staff and White House staff to discuss possible retirement changes as part of tax legislation. Met with House and Senate staff to discuss Social Security. Met with House and Senate staff and the PBGC to discuss possible legislation regarding multiemployer pensions. Testified before the ERISA Advisory Council on ideas to simplify pension and health plan reporting requirements. S.1076, Keep Our Pension Promises Act - Endorsed bill. S.959, Protection of Social Security Benefits Restoration Act - Endorsed bill. Discussed bipartisan bill enabling graduate student to start IRAS and Retirement Clearinghouse Registry for frozen retirement accounts. AARP supported the latter bill last Congress. Discussed support for proposals to expand Roth coverage in tax preferred accounts.
H.Res.66, H.Res.67, S.Res.33, S.Res.34 - Lobbied to prevent revocation of the Department of Labor's guidance to state and municipal-facilitated retirement savings programs under the Congressional Review Act. Discussed support for the DOL Fiduciary rule. H.R. 2028 (Public Law 114-254) - Further Continuing and Security Assistance Appropriations Act, 2017 - Lobbied in opposition to hostile policy riders concerning DOL fiduciary duty rules. Met with the SSA and OMB regarding SSA FY 2017 and FY 2018 funding levels and reviewed comments and testimony regarding Representative Payee Program. Discussed conceptual draft of bill regarding electronic disclosures regarding retirement plans. H.R. 624, Social Security Fraud Prevention Act of 2017 - Endorsed bill. Supported bill that requires the Social Security Administration to remove Social Security Numbers from mailings when their use is unnecessary (MAIL Act, no bill number this Congress).
Filing targets: Centers For Medicare and Medicaid Services (CMS), Equal Employment Opportunity Commission (EEOC), Federal Transit Administration (FTA), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, Social Security Administration (SSA), Transportation, Dept of (DOT)
H.Res.66, H.Res.67, S.Res.33, S.Res.34 - Lobbied to prevent revocation of the Department of Labor's guidance to state and municipal-facilitated retirement savings programs under the Congressional Review Act. Discussed support for the DOL Fiduciary rule. H.R. 2028 (Public Law 114-254) - Further Continuing and Security Assistance Appropriations Act, 2017 - Lobbied in opposition to hostile policy riders concerning DOL fiduciary duty rules. Met with the SSA and OMB regarding SSA FY 2017 and FY 2018 funding levels and reviewed comments and testimony regarding Representative Payee Program. Discussed conceptual draft of bill regarding electronic disclosures regarding retirement plans. H.R. 624, Social Security Fraud Prevention Act of 2017 - Endorsed bill. Supported bill that requires the Social Security Administration to remove Social Security Numbers from mailings when their use is unnecessary (MAIL Act, no bill number this Congress).
Filing targets: Centers For Medicare and Medicaid Services (CMS), Equal Employment Opportunity Commission (EEOC), Federal Transit Administration (FTA), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, Social Security Administration (SSA), Transportation, Dept of (DOT)
H.R. 2317, Lifetime Income Disclosure Act - Discussed bill. S. 3040, H.R. 5926, H.R. 5325, H.R. 2028, Labor, Health and Human Services Appropriations bill, FY 2017 Discussed potential hostile riders concerning DOL fiduciary duty rules with House and Senate Appropriations Committee staff. Discussed SSA FY 2017 and FY 2018 funding levels (SSA, OMB). Discussed Social Security, SSDI, retirement savings issues, multiemployer pension issues, fiduciary duty issues and retirement fees (House, Senate). Discussed multiemployer pension issues (WH, PBGC, Treasury, DOL). Discussed state sponsored non-ERISA plans (OMB). Discussed Take A Stand social security campaign. H.R. 711, Equal Treatment of Public Servants Act - Supported bill. H.R. 6489, Social Security Reform Act of 2016 - Discussed bill.
Filing targets: Centers For Medicare and Medicaid Services (CMS), Commerce, Dept of (DOC), Equal Employment Opportunity Commission (EEOC), Federal Transit Administration (FTA), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Institutes of Health (NIH), Office of Management & Budget (OMB), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office
S. 2943, H.R. 4909, National Defense Authorization Act for FY2017 - Opposed provisions that exempt defense contractors from the Fair Pay and Safe Workplaces Executive Order. S. 2180, H.R. 5574, Protecting Older Workers Against Discrimination Act - Supported bill. Discussed support of DOL rule for state retirement savings and city/municipal retirement savings. S. 3040, H.R. 5926, H.R. 5325, Labor, Health and Human Services Appropriations bill, FY2017 - Lobbied in opposition to policy riders adverse to AARP interests, including several fair labor standard and financial security policy riders. Discussed elder care and family caregiving (DOL).
H.R. 3779 - Discussed bill to restrict the inclusion of Social Security account numbers on documents sent by mail by the federal government.
H.R. 3779, Discussed bill that would restrict the inclusion of social security account numbers on documents sent in the mail by federal government. H.R. 2317, Lifetime Income Disclosure Act - Discussed bill. H.R.1314, Budget Act of 2015 - Discussed Social Security Disability Insurance. S. 3040, S. 3067, H.R. 5485 - Met with House and Senate staff on Social Security, SSDI, retirement savings issues, multiemployer pension issues, fiduciary duty issues and retirement fees. Met with the White House, PBGC, Treasury and Dept. of Labor on multiemployer pension issues. Met with OMB regarding fiduciary duty issues and retirement advice. Sent letter to Senate Finance committee on multiemployer pension issues. Participated in Senate HELP Roundtable on Small Business Retirement Pooling: Examining Open Multiple Employer Plans. S. 3078, the Retirement Savings Lost and Found Act of 2016 - Submitted letter in support. H.R. 5278, the Puerto Rico Oversight, Management, and Economic Stability Act (PROMESA) - Sent letter of detailing support/opposition. Discussed Take A Stand social security campaign.
Filing targets: Agency for Healthcare Research & Quality (AHRQ), Centers For Disease Control & Prevention (CDC), Centers For Medicare and Medicaid Services (CMS), Commerce, Dept of (DOC), Congressional Budget Office (CBO), Equal Employment Opportunity Commission (EEOC), Federal Transit Administration (FTA), Food & Drug Administration (FDA), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), Natl Institutes of Health (NIH), Office of Management & Budget (OMB), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Social Security Administration (SSA), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR), Veterans Affairs, Dept of (VA), White House Office
H.R. 3779, Discussed bill that would restrict the inclusion of social security account numbers on documents sent in the mail by federal government. H.R. 2317, Lifetime Income Disclosure Act - Discussed bill. H.R.1314, Budget Act of 2015 - Discussed Social Security. Met with House and Senate staff on Social Security, SSDI, retirement savings issues, multiemployer pension issues, fiduciary duty issues and retirement fees. Met with the White House, PBGC, Treasury and Dept. of Labor on multiemployer pension issues. Met with OMB regarding fiduciary duty issues and retirement advice. Sent letter to Senate Finance committee on multiemployer pension issues. H.R. 711, Equal Treatment for Public Servants Act - Testified before the House Ways and Means Social Security Subcommittee.
Filing targets: Agency for Healthcare Research & Quality (AHRQ), Centers For Disease Control & Prevention (CDC), Centers For Medicare and Medicaid Services (CMS), Commerce, Dept of (DOC), Congressional Budget Office (CBO), Equal Employment Opportunity Commission (EEOC), Federal Transit Administration (FTA), Food & Drug Administration (FDA), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), Natl Institutes of Health (NIH), Office of Management & Budget (OMB), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Social Security Administration (SSA), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR), Veterans Affairs, Dept of (VA), White House Office
H.R. 2029,H.J.Res.75, H.J.Res.78, Discussed potential DOL and SEC fiduciary duty rules and met with Senate and House staff members. H.R. 2029,H.J.Res.75, H.J.Res.78, Discussed industry user fees as a method to fund the periodic examination of registered investment advisors. (no bill) H.R. 2029,H.J.Res.75, H.J.Res.78, Lobbied in favor of the DOL moving forward with a rulemaking to eliminate conflicts of interest in financial advice provided to individulas saving for their retirment in an ERISA plan. Lobbied in favor of the Administration supporting state-based retirement savings solutions. (no bill) H.R. 2029,H.J.Res.75, H.J.Res.78, Sent letter to Members of Congress on the Social Security rules change in the House Budget Resolution. H.R. 1314, Bipartisan Budget Agreement of 2015, Lobbied to protect funding levels for various programs serving seniors, including lobbying to urge Congress to reallocate OASDI funding to SSDI trust funds without imposing barriers to claims processing or reduction of benefits. Met with Senate staff on Social Security, SSDI and retirement security issues, multiemployer pension issues, fiduciary duty issues and retirement fees. S. 245, Automatic IRA Act of 2015 - Met with Senate staff on the Automatic IRA Act of 2015. H.R. 2029,H.J.Res.75, H.J.Res.78, Met with House staff on SSDI and SSDI related budget issues, multiemployer pensions, and retirement issues. (no bill) Met with Treasury Department staff on MyRA. (no bill) Met with PBGC staff on multiemployer pensions and other retirement plan issues. (no bill) Met with Treasury, DOL, and PBGC staff on multiemployer pensions. (no bill) Discussed state retirement issues with DOL and White House staff. (no bill) Met with SSA staff about Social Security Administration issues. (no bill) Met with PBGC Participant Advocate about retirement issues. (no bill) S.Con.Res.11/H.Con.Res.27, Budget Resolution, FY2016 - Lobbied to prevent inclusion of any Social Security, Medicare and Medicaid cuts. Lobbied to enhance SSA program integrity funding without compromising SSA service delivery for all earned benefits. (no bill) Discussed measures to increase pension coverage and improve retirement savings. (no bill) H.R. 5306, Discussed Social Security 2100 Act. H.R. 1090, Sent letter in opposition to the Retail Investor Protection Act. Submitted comments to Treasury and PBGC on proposed rules under the Multiemployer Pension Reform Act of 2014. S. 2110, Met with Senate staff on the Womens Pension Protection Act. Met with OMB, DOL and Treasury on the DOL proposed rule on state retirement initiatives. H.R. 2317, Discussed and submitted a letter in support of the Lifetime Income Disclosure Act. Discussed SSDI, included in H.R. 1314. H.R. 3779, Discussed bill that would restrict the inclusion of social security account numbers on documents sent in the mail by federal government. Lobbied against riders to defund or delay DOL fiduciary rule during appropriations process.
Discussed potential DOL and SEC fiduciary duty rules. (no bill) Discussed industry user fees as a method to fund the periodic examination of registered investment advisors. (no bill) Lobbied in favor of the DOL moving forward with a rulemaking to eliminate conflicts of interest in financial advice provided to individulas saving for their retirment in an ERISA plan. (no bill) Lobbied in favor of the Administration supporting state-based retirement savings solutions. (no bill) Sent letter to Members of Congress on the Social Security rules change in the House Budget Resolution. (no bill) Sent letters to House Ways and Means and Senate Budget committees on SSDI reallocation. (no bill) Met with Senate staff on Social Security, SSDI and retirement security issues, multiemployer pension issues, fiduciary duty issues and retirement fees. S. 245, Automatic IRA Act of 2015 - Met with Senate staff on the Automatic IRA Act of 2015. Met with House staff on SSDI and SSDI related budget issues, multiemployer pensions, and retirement issues. (no bill) Met with Treasury Department staff on MyRA. (no bill) Met with PBGC staff on multiemployer pensions and other retirement plan issues. (no bill) Met with Treasury, DOL, and PBGC staff on multiemployer pensions. (no bill) Discussed state retirement issues with DOL and White House staff. (no bill) Met with SSA staff about Social Security Administration issues. (no bill) Met with PBGC Participant Advocate about retirement issues. (no bill) S.Con.Res.11/H.Con.Res.27, Budget Resolution, FY2016 - Lobbied to prevent inclusion of any Social Security, Medicare and Medicaid cuts. Lobbied to enhance SSA program integrity funding without compromising SSA service delivery for all earned benefits. (no bill) Discussed measures to increase pension coverage and improve retirement savings. (no bill) H.R. 5306, Discussed Social Security 2100 Act. Discussed DOL Conflict of Interest rule with Dep't of Treasury staff. Met with Treasury, OIRA and OMB in support of DOL Conflict of Interest proposal (no bill). Sent letters to DOL, Members of Congress and House Education and Workforce Commmittee in support of DOL Conflict of Interest proposal. Briefed staff for the Senate Financial Serivces Committee and the House Financial Services, Education and Workforce Committee on DOL Conflict of Interest rulemaking. S. 1607, The Independent Agency Regulatory Reform Act of 2015, Sent a letter in opposition to Senate Homeland Security and Gov't Affairs Committee. DOL - Filed two sets of comments on the Conflict of Interest regulatory proposal. Testified at DOL hearing on conflict of interest rule. Sent letter to certain Members of Congress on the DOL conflict of interest proposal. Discussed and offered rebuttal to certain criticisms of the DOL proposal on conflict of interest rule. Communicated with congressional staff regarding comments of Members of Congress on the EEOC's proposed regulations on workplace wellness programs. Submitted comments to Treasury and PBGC on proposed rules under the Multiemployer Pension Reform Act of 2014. S. 2110, Met with Senate staff on the Womens Pension Protection Act. Met with OMB, DOL and Treasury on the DOL proposed rule on state retirement initiatives. H.R. 2317, Discussed and submitted a letter in support of the Lifetime Income Disclosure Act.
Discussed potential DOL and SEC fiduciary duty rules. (no bill) Discussed industry user fees as a method to fund the periodic examination of registered investment advisors. (no bill) Lobbied in favor of the DOL moving forward with a rulemaking to eliminate conflicts of interest in financial advice provided to individulas saving for their retirment in an ERISA plan. (no bill) Lobbied in favor of the Administration supporting state-based retirement savings solutions. (no bill) Sent letter to Members of Congress on the Social Security rules change in the House Budget Resolution. (no bill) Sent letters to House Ways and Means and Senate Budget committees on SSDI reallocation. (no bill) Met with Senate staff on Social Security, SSDI and retirement security issues, multiemployer pension issues, fiduciary duty issues and retirement fees. S. 245, Automatic IRA Act of 2015 - Met with Senate staff on the Automatic IRA Act of 2015. Met with House staff on SSDI and SSDI related budget issues, multiemployer pensions, and retirement issues. (no bill) Met with Treasury Department staff on MyRA. (no bill) Met with PBGC staff on multiemployer pensions and other retirement plan issues. (no bill) Met with Treasury, DOL, and PBGC staff on multiemployer pensions. (no bill) Discussed state retirement issues with DOL and White House staff. (no bill) Met with SSA staff about Social Security Administration issues. (no bill) Met with PBGC Participant Advocate about retirement issues. (no bill) S.Con.Res.11/H.Con.Res.27, Budget Resolution, FY2016 - Lobbied to prevent inclusion of any Social Security, Medicare and Medicaid cuts. Lobbied to enhance SSA program integrity funding without compromising SSA service delivery for all earned benefits. (no bill) Discussed measures to increase pension coverage and improve retirement savings. (no bill) H.R. 5306, Discussed Social Security 2100 Act. Discussed DOL Conflict of Interest rule with Dep't of Treasury staff. Met with Treasury, OIRA and OMB in support of DOL Conflict of Interest proposal (no bill). Sent letters to DOL, Members of Congress and House Education and Workforce Commmittee in support of DOL Conflict of Interest proposal. Briefed staff for the Senate Financial Serivces Committee and the House Financial Services, Education and Workforce Committee on DOL Conflict of Interest rulemaking.
Discussed potential DOL and SEC fiduciary duty rules. (no bill) Discussed industry user fees as a method to fund the periodic examination of registered investment advisors. (no bill) Lobbied in favor of the DOL moving forward with a rulemaking to eliminate conflicts of interest in financial advice provided to individulas saving for their retirment in an ERISA plan. (no bill) Lobbied in favor of the Administration supporting state-based retirement savings solutions. (no bill) Sent letter to Members of Congress on the Social Security rules change in the House Budget Resolution. (no bill) Sent letters to House Ways and Means and Senate Budget committees on SSDI reallocation. (no bill) Met with Senate staff on Social Security, SSDI and retirement security issues, multiemployer pension issues, fiduciary duty issues and retirement fees. S. 245, Automatic IRA Act of 2015 - Met with Senate staff on the Automatic IRA Act of 2015. Met with House staff on SSDI and SSDI related budget issues, multiemployer pensions, and retirement issues. (no bill) Met with Treasury Department staff on MyRA. (no bill) Met with PBGC staff on multiemployer pensions and other retirement plan issues. (no bill) Met with Treasury, DOL, and PBGC staff on multiemployer pensions. (no bill) Discussed state retirement issues with DOL staff. (no bill) Met with SSA staff about Social Security Administration issues. (no bill) Met with PBGC Participant Advocate about retirement issues. (no bill) S.Con.Res.11/H.Con.Res.27, Budget Resolution, FY2016 - Lobbied to prevent inclusion of any Social Security, Medicare and Medicaid cuts. Lobbied to enhance SSA program integrity funding without compromising SSA service delivery for all earned benefits. (no bill) Discussed measures to increase pension coverage and improve retirement savings. (no bill)
Discussed potential DOL and SEC fiduciary duty rules. (no bill) Discussed industry user fees as a method to fund the periodic examination of registered investment advisors. (no bill) Lobbied in favor of the DOL moving forward with a rulemaking to eliminate conflicts of interest in financial advice provided to individulas saving for their retirment in an ERISA plan. (no bill) Lobbied in favor of the Administration supporting state-based retirement savings solutions. (no bill) Sent letter to Members of Congress on the Social Security rules change in the House Budget Resolution. (no bill) Sent letters to House Ways and Means and Senate Budget committees on SSDI reallocation. (no bill) Met with Senate staff on Social Security, SSDI and retirement security issues, multiemployer pension issues, fiduciary duty issues and retirement fees. S. 245, Automatic IRA Act of 2015 - Met with Senate staff on the Automatic IRA Act of 2015. Met with House staff on SSDI and SSDI related budget issues, multiemployer pensions, and retirement issues. (no bill) Met with Treasury Department staff on MyRA. (no bill) Met with PBGC staff on multiemployer pensions and other retirement plan issues. (no bill) Met with Treasury, DOL, and PBGC staff on multiemployer pensions. (no bill) Discussed state retirement issues with DOL staff. (no bill) Met with SSA staff about Social Security Administration issues. (no bill) Met with PBGC Participant Advocate about retirement issues. (no bill) S.Con.Res.11/H.Con.Res.27, Budget Resolution, FY2016 - Lobbied to prevent inclusion of any Social Security, Medicare and Medicaid cuts. Lobbied to enhance SSA program integrity funding without compromising SSA service delivery for all earned benefits. (no bill) Discussed measures to increase pension coverage and improve retirement savings. (no bill)
Discussed demographics and priorities for AARP members and the 50+ population in general. (no bill) Discussed with lawmakers & the Administration to keep Social Security separate from all budget negotiations/deficit reduction measures and opposed proposals for a "Chained CPI"Discussed the Department of Labor's intent to propose new fiduciary duty regulation with Congressional staff. Discussed possible proposals to improve pension rights for participants and reform proposals to improve pension coverage and adequacy. ( no bill) Briefed Congress on AARP's "You've Earned A Say"- A national conversation on the future of Social Security and Medicare with AARP members and all Americans. Lobbied against cuts to Social Security benefits via the adoption of chained CPI to calculate annual cost of living adjustments for Social Security and Veterans benefits, among others. (no bill) S.500, the Keeping Our Social Security Promise Act - Discussed legislation to apply payroll taxes to employment and self-employment taxes to remuneration up to the contribution and benefit base and to remuneration in excess of $250,000. S. 308, the Protecting and Preserving Social Security Act - Discussed legislation to implement the CPI-E for annual Social Security COLA's and to eliminate the cap on maximum taxable wages under Social Security. S.567, the Strengthening Social Security Act - Discussed legislation to implement the CPI-E for annual Social Security COLA's and to eliminate the cap on maximum taxable wages under Social Security. Discussed current and future challenges of Social Security's Representative Payee program. (no bill) Discussed pending DOL regulations of summary documents for 401(k) fee disclosure. (no bill) ERISA fiduciary protections to safeguard the savings of worker investments in retirement accounts. H. R. 1601, the SSI Restoration Act - Signed on to Leadership Council of Aging Organization's (LCAO) endorsement letter on legislation to update aspects of the Supplemental Security Income Program. Lobbied to prevent the inclusion of Social Security, Medicare and Medicaid benefit cuts in any package pertaining to the continuing resolution or the debt ceiling. Discussed retirement bills in draft with multiple staffers. (no bill) Discussed legislation to improve SSA administrative services. (no bill) Letter to Congress and White House staff on the need to update definition of "fiduciary" under ERISA. (no bill) Discussed spousal pension protections. (no bill) Multiemployer Pension Reform Act - Opposed provision granting authority to distressed multiemployer plans to cut accrued pension benefits. (no bill until H.R. 83)H.R. 2229, the Safeguarding Social Security Numbers Act of 2013 - Discussed legislation with Hill staff to establish a universal standard for the truncation of Social Security Numbers to prevent identity theft and fraud. H.R. 2171/S. 1145, the Lifetime Income Disclosure Act - Support for bipartisan legislation to express on annual 401(k) benefit statements the approximate annuity value of the lump sum value of the account. Discussed potential AARP comments to the Department of Labor's Employee Benefits Security Administration's Announcement of Proposed Rulemaking on lifetime income illustrations given to participants in defined contribution pension plans, such as 401(k) and 403(b) plans. (no bill) Discussed with officials from DOL Employee Benefits Security Administration the planned re-proposal of regulations to update the definition of a fiduciary for ERISA covered pension plans. (no bill) H.R. 2374, the Retail Investor Protection Act - Expressed opposition to H.R. 2374 to delay the DOL's planned re-proposal of regulations to update the definition of a fiduciary for ERISA covered pension plans until 60 days after the potential release of similar regulations by the Securities and Exchange Commission. H.R. 2154, the CPI for Seniors Act of 2013 - Discussed legislation to implement a Consumer Price Index for Seniors for calculating annual Social Security cost of living adjustments. Lobbied to prevent inclusion of Medicare, Medicaid, and Social Security benefit cuts and protect vital health, social services, housing and transportation programs in any Deficit Reduction proposals and from enhanced redutions under sequestration. (no bill) H.R. 2374, Labor, HHS and Related Agencies Appropriations bill 2015 - Letter and lobbying in opposition to this bill that would delay or prevent a DOL proposed rulemaking on Fiduciary Duty. Conducted briefings in both House and Senate. Met with DOL officials to urge reissuance of a proposed rule to update fiduciary duty as it applies to ERISA. (no bill) Sent letter to Congress to urge the House and Senate to take steps to avoid default on our national debt and avoid risking benefits for current Social Security and Medicare beneficiaries. (no bill) Sent letter to White House to urging the President to take steps with Congress to avoid default on our national debt and avoid risking benefits for current Social Security and Medicare beneficiaries. (no bill) Lobbied to prevent the inclusion of Social Security, Medicare and Medicaid cuts for the purpose of achieving deficit reduction, a budget agreement, or as a tradeoff for scheduled sequestration cuts or other government spending. (no bill) Submitted testimony to Finance Committee for hearing on December 18th on Social Security. Discussed draft Social Security legislation with several Congressional staffers. (no bill) S. 1979, the USA Retirement Funds Act - Lobbied for additional protections to ensure older workers and retirees pension benefits are fully protected. S. 1970, the Retirement Security Act - Lobbied for additional protections for lower income and other workers to ensure that promised benefits are equitably provided. Sent letter of qualified support. S. 2089, the SSI Restoration Act - AARP considered the need to update and index SSI benefits for inflation. Met with Department of Treasury on pending retirement initiatives. Met with NEC staff on retirement issues. Met with DOL on retirement issues. Met with Administration staff to discuss issuance of proposed rules on Fiduciary duty. Letter to SEC demonstrating the harm from maintaining the suitability standard as opposed to imposing a fiduciary duty on broker/dealers to investors. (no bill) Discussed the need for fiduciary duty and user fees to fund the examination of registered investment advisors. (no bill) Letter to SEC in support of efforts to improve marketing and advertising of target date funds.Sent letter to the Chair and Ranking Member of the Senate Finance Committee in support of rebalancing funding to ensure timely payment of SSDI benefits. S. 2742, Social Security Access Act of 2014 - Sent a letter of support. H.R. 5260, Stop Disability Fraud Act of 2014 - Discussed SSDI legislation. Discussed problems related to the "de-risking" of defined benefit pension plans. Submitted comments to the Department of Labor and related agencies on retirement topics including lifetime income and target date retirement funds.
Discussed demographics and priorities for AARP members and the 50+ population in general. (no bill) Discussed with lawmakers & the Administration to keep Social Security separate from all budget negotiations/deficit reduction measures and opposed proposals for a "Chained CPI"Discussed the Department of Labor's intent to propose new fiduciary duty regulation with Congressional staff. Discussed possible proposals to improve pension rights for participants and reform proposals to improve pension coverage and adequacy. ( no bill) Briefed Congress on AARP's "You've Earned A Say"- A national conversation on the future of Social Security and Medicare with AARP members and all Americans. Lobbied against cuts to Social Security benefits via the adoption of chained CPI to calculate annual cost of living adjustments for Social Security and Veterans benefits, among others. (no bill) S.500, the Keeping Our Social Security Promise Act - Discussed legislation to apply payroll taxes to employment and self-employment taxes to remuneration up to the contribution and benefit base and to remuneration in excess of $250,000. S. 308, the Protecting and Preserving Social Security Act - Discussed legislation to implement the CPI-E for annual Social Security COLA's and to eliminate the cap on maximum taxable wages under Social Security. S.567, the Strengthening Social Security Act - Discussed legislation to implement the CPI-E for annual Social Security COLA's and to eliminate the cap on maximum taxable wages under Social Security. Discussed current and future challenges of Social Security's Representative Payee program. (no bill) Discussed pending DOL regulations of summary documents for 401(k) fee disclosure. (no bill) ERISA fiduciary protections to safeguard the savings of worker investments in retirement accounts. H. R. 1601, the SSI Restoration Act - Signed on to Leadership Council of Aging Organization's (LCAO) endorsement letter on legislation to update aspects of the Supplemental Security Income Program. Lobbied to prevent the inclusion of Social Security, Medicare and Medicaid benefit cuts in any package pertaining to the continuing resolution or the debt ceiling. Discussed retirement bills in draft with multiple staffers. (no bill) Discussed legislation to improve SSA administrative services. (no bill) Discussed proposals to protect multi-employer pensions. (no bill) Letter to Congress and White House staff on the need to update definition of "fiduciary" under ERISA. (no bill) Discussed spousal pension protections. (no bill)H.R. 2229, the Safeguarding Social Security Numbers Act of 2013 - Discussed legislation with Hill staff to establish a universal standard for the truncation of Social Security Numbers to prevent identity theft and fraud. H.R. 2171/S. 1145, the Lifetime Income Disclosure Act - Support for bipartisan legislation to express on annual 401(k) benefit statements the approximate annuity value of the lump sum value of the account. Discussed potential AARP comments to the Department of Labor's Employee Benefits Security Administration's Announcement of Proposed Rulemaking on lifetime income illustrations given to participants in defined contribution pension plans, such as 401(k) and 403(b) plans. (no bill) Discussed with officials from DOL Employee Benefits Security Administration the planned re-proposal of regulations to update the definition of a fiduciary for ERISA covered pension plans. (no bill) H.R. 2374, the Retail Investor Protection Act - Expressed opposition to H.R. 2374 to delay the DOL's planned re-proposal of regulations to update the definition of a fiduciary for ERISA covered pension plans until 60 days after the potential release of similar regulations by the Securities and Exchange Commission. H.R. 2154, the CPI for Seniors Act of 2013 - Discussed legislation to implement a Consumer Price Index for Seniors for calculating annual Social Security cost of living adjustments. Lobbied to prevent inclusion of Medicare, Medicaid, and Social Security benefit cuts and protect vital health, social services, housing and transportation programs in any Deficit Reduction proposals and from enhanced redutions under sequestration. (no bill) H.R. 2374, Labor, HHS and Related Agencies Appropriations bill 2015 - Letter and lobbying in opposition to this bill that would delay or prevent a DOL proposed rulemaking on Fiduciary Duty. Conducted briefings in both House and Senate. Met with DOL officials to urge reissuance of a proposed rule to update fiduciary duty as it applies to ERISA. (no bill) Sent letter to Congress to urge the House and Senate to take steps to avoid default on our national debt and avoid risking benefits for current Social Security and Medicare beneficiaries. (no bill) Sent letter to White House to urging the President to take steps with Congress to avoid default on our national debt and avoid risking benefits for current Social Security and Medicare beneficiaries. (no bill) Lobbied to prevent the inclusion of Social Security, Medicare and Medicaid cuts for the purpose of achieving deficit reduction, a budget agreement, or as a tradeoff for scheduled sequestration cuts or other government spending. (no bill) Submitted testimony to Finance Committee for hearing on December 18th on Social Security. Discussed draft Social Security legislation with several Congressional staffers. (no bill) S. 1979, the USA Retirement Funds Act - Lobbied for additional protections to ensure older workers and retirees pension benefits are fully protected. S. 1970, the Retirement Security Act - Lobbied for additional protections for lower income and other workers to ensure that promised benefits are equitably provided. S. 2089, the SSI Restoration Act - AARP considered the need to update and index SSI benefits for inflation. S. 1270, Retirement Security Act - Sent letter of support. Met with Department of Treasury on pending retirement initiatives. Met with NEC staff on retirement issues. Met with DOL on retirement issues. Met with Administration staff to discuss issuance of proposed rules on Fiduciary duty. Multi-employer Pension Reform - Discussed concerns regarding reform proposals that cut retiree benefits; met with PBGC. (no bill) Letter to SEC demonstrating the harm from maintaining the suitability standard as opposed to imposing a fiduciary duty on broker/dealers to investors. (no bill) Discussed the need for fiduciary duty and user fees to fund the examination of registered investment advisors. (no bill) Letter to SEC in support of efforts to improve marketing and advertising of target date funds.Sent letter to the Chair and Ranking Member of the Senate Finance Committee in support of rebalancing funding to ensure timely payment of SSDI benefits. S. 2742, Social Security Access Act of 2014 - Sent a letter of support. H.R. 5260, Stop Disability Fraud Act of 2014 - Discussed SSDI legislation. Discussed women's pension protection. Discussed problems related to the "de-risking" of defined benefit pension plans. Submitted comments to the Department of Labor and related agencies on retirement topics including lifetime income and target date retirement funds.
Discussed demographics and priorities for AARP members and the 50+ population in general. (no bill) Discussed with lawmakers & the Administration to keep Social Security separate from all budget negotiations/deficit reduction measures and opposed proposals for a "Chained CPI"Discussed the Department of Labor's proposed new fiduciary duty regulation with Congressional staff. Discussed possible proposals to improve pension rights for participants and reform proposals to improve pension coverage and adequacy. ( no bill) Briefed Congress on AARP's "You've Earned A Say"- A national conversation on the future of Social Security and Medicare with AARP members and all Americans. Lobbied against cuts to Social Security benefits via the adoption of chained CPI to calculate annual cost of living adjustments for Social Security and Veterans benefits, among others. (no bill) S.500, the Keeping Our Social Security Promise Act - Discussed legislation to apply payroll taxes to employment and self-employment taxes to remuneration up to the contribution and benefit base and to remuneration in excess of $250,000. S. 308, the Protecting and Preserving Social Security Act - Discussed legislation to implement the CPI-E for annual Social Security COLA's and to eliminate the cap on maximum taxable wages under Social Security. S.567, the Strengthening Social Security Act - Discussed legislation to implement the CPI-E for annual Social Security COLA's and to eliminate the cap on maximum taxable wages under Social Security. Discussed current and future challenges of Social Security's Representative Payee program. (no bill) Discussed pending DOL regulations of summary documents for 401(k) fee disclosure. (no bill) Discussed with Congress and the Department of Treasury's Financial Management Service their efforts regarding the March 2013 move away from paper checks to electronic benefit payments for all Social Security beneficiaries. (no bill) S. Con. Res.8, Sanders Amendment to Senate Budget Resolution - to prevent cuts to Social Security via the adoption of chained CPI to calculate annual cost of living adjustments for Social Security and Veterans benefts, among others. S. Con.Res.8, AARP expressed opposition to the Ayotte amendment (#165) to prohibit the Department of Labor from implementing a proposal to expand the definition of "fiduciary" under the Employee Retirement Income Security Act (ERISA) to include appraisals of employee stock ownership plans. S. Con.Res. 8, AARP expressed opposition to the Isakson amendment (#571) to prohibit the Department of Labor from updating ERISA fiduciary protections to safeguard the savings of worker investments in retirement accounts. Conducted staff briefings on the importance of DOL and SEC efforts to update the definition of a fiduciary to better protect American investors and H.R. 2374. Letters sent to Hill on the importance of tax incentives for retirement and health plans. (no bill) Letter sent to the President to prioritize the nomination of a new commissioner for the Social Security Administration. (no bill) Submitted comments to the DOL in response to their Advanced Notice of Proposed Rulemaking (ANPRM) on the issue of lifetime income illustrations in periodic pension benefit statements of defined contributions pension plans such as 401(k) and 403(b) plans. (no bill) Submitted comments to the Ways and Means Committee in response to their request for comments from the public on chained CPI and other benefit reductions to Social Security. Further delivered 2.4 million petitions in response to these requests. (no bill) Discussed S. 1270, the SAFE Retirement Act. Discussed S. 1351, the INFORM Act. H. R. 1601, the SSI Restoration Act - Signed on to Leadership Council of Aging Organization's (LCAO) endorsement letter on legislation to update aspects of the Supplemental Security Income Program. Lobbied to prevent the inclusion of Social Security, Medicare and Medicaid benefit cuts in any package pertaining to the continuing resolution or the debt ceiling. Discussed retirement bills in draft with multiple staffers. (no bill) Sent letter opposing Thune amendment to the Highway bill which would cut benefits under SSDI and UI. (no bill) Discussed legislation to improve SSA administrative services. (no bill) Discussed proposals to protect multi-employer pensions. (no bill)H.R. 2229, the Safeguarding Social Security Numbers Act of 2013 - Discussed legislation with Hill staff to establish a universal standard for the truncation of Social Security Numbers to prevent identity theft and fraud. H.R. 2171/S. 1145, the Lifetime Income Disclosure Act - Support for bipartisan legislation to express on annual 401(k) benefit statements the approximate annuity value of the lump sum value of the account. Discussed potential AARP comments to the Department of Labor's Employee Benefits Security Administration's Announcement of Proposed Rulemaking on lifetime income illustrations given to participants in defined contribution pension plans, such as 401(k) and 403(b) plans. (no bill) Discussed with officials from DOL Employee Benefits Security Administration the planned re-proposal of regulations to update the definition of a fiduciary for ERISA covered pension plans. (no bill) H.R. 2374, the Retail Investor Protection Act - Expressed opposition to H.R. 2374 to delay the DOL's planned re-proposal of regulations to update the definition of a fiduciary for ERISA covered pension plans until 60 days after the potential release of similar regulations by the Securities and Exchange Commission. H.R. 2154, the CPI for Seniors Act of 2013 - Discussed legislation to implement a Consumer Price Index for Seniors for calculating annual Social Security cost of living adjustments. Lobbied to prevent inclusion of Medicare, Medicaid, and Social Security benefit cuts and protect vital health, social services, housing and transportation programs in any Deficit Reduction proposals and from enhanced redutions under sequestration. (no bill) H.R. 2374, Labor, HHS and Related Agencies Appropriations bill 2015 - Letter and lobbying in opposition to this bill that would delay or prevent a DOL proposed rulemaking on Fiduciary Duty. Conducted briefings in both House and Senate. Met with DOL officials to urge reissuance of a proposed rule to update fiduciary duty as it applies to ERISA. (no bill) Letter to Senate urging members not to sign a letter to OMB that would delay or prevent a DOL rulemaking on fiduciary duty. (no bill) Sent letter to Congress to urge the House and Senate to take steps to avoid default on our national debt and avoid risking benefits for current Social Security and Medicare beneficiaries. (no bill) Sent letter to White House to urging the President to take steps with Congress to avoid default on our national debt and avoid risking benefits for current Social Security and Medicare beneficiaries. (no bill) Lobbied opposition to H.R. 2374, the Retail Investor Protection Act, voted on by the House in October 2013. Lobbied to prevent the inclusion of Social Security, Medicare and Medicaid cuts for the purpose of achieving deficit reduction, a budget agreement, or as a tradeoff for scheduled sequestration cuts or other government spending. (no bill) Letter to OMB in opposition to a letter sent to the Agency by ten Senators urging that any DOL fiduciary duty rule be delayed until 60 days after completion of a related SEC proposal. Submitted testimony to Finance Committee for hearing on December 18th on Social Security. Discussed draft Social Security legislation with several Congressional staffers. (no bill) S. 1979, the USA Retirement Funds Act - Lobbied for additional protections to ensure older workers and retirees pension benefits are fully protected. S. 1970, the Retirement Security Act - Lobbied for additional protections for lower income and other workers to ensure that promised benefits are equitably provided. S. 2089, the SSI Restoration Act - AARP considered the need to update and index SSI benefits for inflation. S. 1270, Retirement Security Act - Sent letter of support. Met with Department of Treasury on pending retirement initiatives. Met with NEC staff on retirement issues. Met with DOL on retirement issues. Met with Administration staff to discuss issuance of proposed rules on Fiduciary duty. Multi-employer Pension Reform - Discussed concerns regarding reform proposals that cut retiree benefits; met with PBGC. (no bill) Letter to SEC demonstrating the harm from maintaining the suitability standard as opposed to imposing a fiduciary duty on broker/dealers to investors. (no bill) Discussed the need for fiduciary duty and user fees to fund the examination of registered investment advisors. (no bill) Letter to SEC in support of efforts to improve marketing and advertising of target date funds.
Discussed demographics and priorities for AARP members and the 50+ population in general. (no bill) Discussed with lawmakers & the Administration to keep Social Security separate from all budget negotiations/deficit reduction measures and opposed proposals for a "Chained CPI"Discussed the Department of Labor's proposed new fiduciary duty regulation with Congressional staff. Discussed possible proposals to improve pension rights for participants and reform proposals to improve pension coverage and adequacy. ( no bill) Briefed Congress on AARP's "You've Earned A Say"- A national conversation on the future of Social Security and Medicare with AARP members and all Americans. Lobbied against cuts to Social Security benefits via the adoption of chained CPI to calculate annual cost of living adjustments for Social Security and Veterans benefits, among others. (no bill) S.500, the Keeping Our Social Security Promise Act - Discussed legislation to apply payroll taxes to employment and self-employment taxes to remuneration up to the contribution and benefit base and to remuneration in excess of $250,000. S. 308, the Protecting and Preserving Social Security Act - Discussed legislation to implement the CPI-E for annual Social Security COLA's and to eliminate the cap on maximum taxable wages under Social Security. S.567, the Strengthening Social Security Act - Discussed legislation to implement the CPI-E for annual Social Security COLA's and to eliminate the cap on maximum taxable wages under Social Security. Discussed current and future challenges of Social Security's Representative Payee program. (no bill) Discussed pending DOL regulations of summary documents for 401(k) fee disclosure. (no bill) Discussed with Congress and the Department of Treasury's Financial Management Service their efforts regarding the March 2013 move away from paper checks to electronic benefit payments for all Social Security beneficiaries. (no bill) S. Con. Res.8, Sanders Amendment to Senate Budget Resolution - to prevent cuts to Social Security via the adoption of chained CPI to calculate annual cost of living adjustments for Social Security and Veterans benefts, among others. S. Con.Res.8, AARP expressed opposition to the Ayotte amendment (#165) to prohibit the Department of Labor from implementing a proposal to expand the definition of "fiduciary" under the Employee Retirement Income Security Act (ERISA) to include appraisals of employee stock ownership plans. S. Con.Res. 8, AARP expressed opposition to the Isakson amendment (#571) to prohibit the Department of Labor from updating ERISA fiduciary protections to safeguard the savings of worker investments in retirement accounts. Conducted staff briefings on the importance of DOL and SEC efforts to update the definition of a fiduciary to better protect American investors and H.R. 2374. Letters sent to Hill on the importance of tax incentives for retirement and health plans. (no bill) Letter sent to the President to prioritize the nomination of a new commissioner for the Social Security Administration. (no bill) Submitted comments to the DOL in response to their Advanced Notice of Proposed Rulemaking (ANPRM) on the issue of lifetime income illustrations in periodic pension benefit statements of defined contributions pension plans such as 401(k) and 403(b) plans. (no bill) Submitted comments to the Ways and Means Committee in response to their request for comments from the public on chained CPI and other benefit reductions to Social Security. Further delivered 2.4 million petitions in response to these requests. (no bill) Discussed S. 1270, the SAFE Retirement Act. Discussed S. 1351, the INFORM Act. H. R. 1601, the SSI Restoration Act - Signed on to Leadership Council of Aging Organization's (LCAO) endorsement letter on legislation to update aspects of the Supplemental Security Income Program. Lobbied to prevent the inclusion of Social Security, Medicare and Medicaid benefit cuts in any package pertaining to the continuing resolution or the debt ceiling. Discussed retirement bills in draft with multiple staffers. (no bill)H.R. 2229, the Safeguarding Social Security Numbers Act of 2013 - Discussed legislation with Hill staff to establish a universal standard for the truncation of Social Security Numbers to prevent identity theft and fraud. H.R. 2171/S. 1145, the Lifetime Income Disclosure Act - Support for bipartisan legislation to express on annual 401(k) benefit statements the approximate annuity value of the lump sum value of the account. Discussed potential AARP comments to the Department of Labor's Employee Benefits Security Administration's Announcement of Proposed Rulemaking on lifetime income illustrations given to participants in defined contribution pension plans, such as 401(k) and 403(b) plans. (no bill) Discussed with officials from DOL Employee Benefits Security Administration the planned re-proposal of regulations to update the definition of a fiduciary for ERISA covered pension plans. (no bill) H.R. 2374, the Retail Investor Protection Act - Expressed opposition to H.R. 2374 to delay the DOL's planned re-proposal of regulations to update the definition of a fiduciary for ERISA covered pension plans until 60 days after the potential release of similar regulations by the Securities and Exchange Commission. H.R. 2154, the CPI for Seniors Act of 2013 - Discussed legislation to implement a Consumer Price Index for Seniors for calculating annual Social Security cost of living adjustments. Lobbied to prevent inclusion of Medicare, Medicaid, and Social Security benefit cuts and protect vital health, social services, housing and transportation programs in any Deficit Reduction proposals and from enhanced redutions under sequestration. (no bill) H.R. 2374, Letter and lobbying in opposition to this bill that would delay or prevent a DOL proposed rulemaking on Fiduciary Duty. Conducted briefings in both House and Senate. Met with DOL officials to urge reissuance of a proposed rule to update fiduciary duty as it applies to ERISA. (no bill) Letter to Senate urging members not to sign a letter to OMB that would delay or prevent a DOL rulemaking on fiduciary duty. (no bill) H.R. 3547/H.J.R. 59/H.R. 2775/H.J.R. 106, Consolidated Appropriations Act, 2014 - Lobbied to prevent inclusion of Medicare, Medicaid and Social Security benefit cuts and to protect vital health, social services, housing and transportation programs from enhanced reductions from the prior year baseline, and to prevent repeal of certain financial and health care-related regulation. Sent letter to Congress to urge the House and Senate to take steps to avoid default on our national debt and avoid risking benefits for current Social Security and Medicare beneficiaries. (no bill) Sent letter to White House to urging the President to take steps with Congress to avoid default on our national debt and avoid risking benefits for current Social Security and Medicare beneficiaries. (no bill) Lobbied opposition to H.R. 2374, the Retail Investor Protection Act, voted on by the House in October 2013. Lobbied to prevent the inclusion of Social Security, Medicare and Medicaid cuts for the purpose of achieving deficit reduction, a budget agreement, or as a tradeoff for scheduled sequestration cuts or other government spending. (no bill) Letter to OMB in opposition to a letter sent to the Agency by ten Senators urging that any DOL fiduciary duty rule be delayed until 60 days after completion of a related SEC proposal. Submitted testimony to Finance Committee for hearing on December 18th on Social Security. Discussed draft Social Security legislation with several Congressional staffers. (no bill) S. 1979, the USA Retirement Funds Act - Lobbied for additional protections to ensure older workers and retirees pension benefits are fully protected. S. 1970, the Retirement Security Act - Lobbied for additional protections for lower income and other workers to ensure that promised benefits are equitably provided. S. 2089, the SSI Restoration Act - AARP considered the need to update and index SSI benefits for inflation. S. 1270, Retirement Security Act - Sent letter of support. Met with Department of Treasury on pending retirement initiatives. Met with NEC staff on retirement issues. Met with DOL on retirement issues. Met with Administration staff to discuss issuance of proposed rules on Fiduciary duty. Multi-employer Pension Reform - Discussed concerns regarding reform proposals that cut retiree benefits. (no bill) Discussed women and financial security event materials. (no bill)
Filing targets: Administration for Children & Families (ACF), Agriculture, Dept of (USDA), Centers For Disease Control & Prevention (CDC), Centers For Medicare and Medicaid Services (CMS), Consumer Financial Protection Bureau (CFPB), Corporation for Natl & Community Service, Federal Communications Commission (FCC), Food & Drug Administration (FDA), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Housing & Urban Development, Dept of (HUD), Indian Health Service, Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Institutes of Health (NIH), Office of Management & Budget (OMB), Office of Personnel Management (OPM), Office of the Comptroller of the Currency (OCC), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Social Security Administration (SSA), Transportation, Dept of (DOT), Treasury, Dept of, Veterans Affairs, Dept of (VA), White House Office
Filing targets: Administration for Children & Families (ACF), Agriculture, Dept of (USDA), Centers For Disease Control & Prevention (CDC), Centers For Medicare and Medicaid Services (CMS), Consumer Financial Protection Bureau (CFPB), Corporation for Natl & Community Service, Federal Communications Commission (FCC), Federal Deposit Insurance Corporation (FDIC), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Housing & Urban Development, Dept of (HUD), Indian Health Service, Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Institutes of Health (NIH), Office of Management & Budget (OMB), Office of Personnel Management (OPM), Office of the Comptroller of the Currency (OCC), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Social Security Administration (SSA), Transportation, Dept of (DOT), Treasury, Dept of, Veterans Affairs, Dept of (VA), White House Office
Filing targets: Administration for Children & Families (ACF), Centers For Disease Control & Prevention (CDC), Centers For Medicare and Medicaid Services (CMS), Consumer Financial Protection Bureau (CFPB), Corporation for Natl & Community Service, Federal Deposit Insurance Corporation (FDIC), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Housing & Urban Development, Dept of (HUD), Indian Health Service, Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Institutes of Health (NIH), Office of Management & Budget (OMB), Office of Personnel Management (OPM), Office of the Comptroller of the Currency (OCC), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Social Security Administration (SSA), Transportation, Dept of (DOT), Treasury, Dept of, Veterans Affairs, Dept of (VA), White House Office
Filing targets: Centers For Disease Control & Prevention (CDC), Centers For Medicare and Medicaid Services (CMS), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Labor, Dept of (DOL), Office of Management & Budget (OMB), Office of Personnel Management (OPM), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Transportation, Dept of (DOT), Treasury, Dept of, White House Office
Filing targets: Centers For Medicare and Medicaid Services (CMS), General Services Administration (GSA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Labor, Dept of (DOL), Office of Management & Budget (OMB), Office of Personnel Management (OPM), SENATE, Securities & Exchange Commission (SEC), Transportation, Dept of (DOT), Treasury, Dept of, White House Office
Filing targets: Agriculture, Dept of (USDA), Centers For Medicare and Medicaid Services (CMS), Equal Employment Opportunity Commission (EEOC), Federal Highway Administration (FHA), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), Natl Highway Traffic Safety Administration (NHTSA), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
Filing targets: Agriculture, Dept of (USDA), Centers For Medicare and Medicaid Services (CMS), Federal Highway Administration (FHA), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Housing & Urban Development, Dept of (HUD), Labor, Dept of (DOL), Natl Highway Traffic Safety Administration (NHTSA), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
Filing targets: Centers For Disease Control & Prevention (CDC), Centers For Medicare and Medicaid Services (CMS), Consumer Financial Protection Bureau (CFPB), Federal Communications Commission (FCC), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Housing & Urban Development, Dept of (HUD), Natl Highway Traffic Safety Administration (NHTSA), Office of Management & Budget (OMB), SENATE, Securities & Exchange Commission (SEC), Social Security Administration (SSA), U.S. Trade Representative (USTR), Veterans Affairs, Dept of (VA), White House Office
Discussed support for the Department of Labor (DOL) Fiduciary rule. Discussed retirement issues related to tax and pensions. S. 2526, Retirement Enhancement and Savings Act of 2018 - Supported Hatch-Wyden legislation to make improvements in private sector retirement plans. H.R. 4547, Strengthening Protections for Social Security Beneficiaries Act of 2018 - Supported Johnson-Larson bill to strengthen Social Security representative payee oversight. Discussed Social Security benefit issues. (no bill) Discussed private retirement savings issues. (no bill) Attended Senate HELP Roundtable on retirement security of nonstandard workers.
Discussed support for the DOL Fiduciary rule. Discussed the Security and Exchange Commissions (SEC) upcoming rulemaking regarding a uniform standard that would apply to both broker-dealers and investment advisers when providing personalized investment advice to retail customers, and expressed support for a strong rule that supports the DOLs existing fiduciary rule. Discussed support for Dodd-Frank regulations related to broad consumer protections and protecting seniors from fraud and financial exploitation. H.R. 3758, Senior Safe Act - Sent a letter of endorsement. S. 2526, Retirement Enhancement and Savings Act of 2018 - Supported Hatch-Wyden legislation to make improvements in private sector retirement plans.
Filing targets: Centers For Medicare and Medicaid Services (CMS), Consumer Financial Protection Bureau (CFPB), Equal Employment Opportunity Commission (EEOC), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Housing & Urban Development, Dept of (HUD), Labor, Dept of (DOL), Natl Highway Traffic Safety Administration (NHTSA), Office of Management & Budget (OMB), SENATE, Securities & Exchange Commission (SEC), Veterans Affairs, Dept of (VA)
Discussed support for the Department of Labor (DOL) Fiduciary rule. Discussed retirement issues related to tax and pensions. S. 2526, Retirement Enhancement and Savings Act of 2018 - Supported Hatch-Wyden legislation to make improvements in private sector retirement plans. H.R. 4547, Strengthening Protections for Social Security Beneficiaries Act of 2018 - Supported Johnson-Larson bill to strengthen Social Security representative payee oversight. Discussed Social Security benefit issues. (no bill) Discussed private retirement savings issues. (no bill) Attended Senate HELP Roundtable on retirement security of nonstandard workers.
Filing targets: Centers For Medicare and Medicaid Services (CMS), Consumer Financial Protection Bureau (CFPB), Equal Employment Opportunity Commission (EEOC), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Housing & Urban Development, Dept of (HUD), Labor, Dept of (DOL), Natl Highway Traffic Safety Administration (NHTSA), Office of Management & Budget (OMB), SENATE, Securities & Exchange Commission (SEC), Veterans Affairs, Dept of (VA)
Filing targets: Centers For Medicare and Medicaid Services (CMS), Equal Employment Opportunity Commission (EEOC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), Office of Management & Budget (OMB), Pension Benefit Guaranty Corporation (PBGC), SENATE, Social Security Administration (SSA), Transportation, Dept of (DOT), Veterans Affairs, Dept of (VA), White House Office
H.R. 2317, Lifetime Income Disclosure Act - Discussed bill. S. 3040, H.R. 5926, H.R. 5325, Labor, Health and Human Services Appropriations bill, FY 2017 Discussed potential hostile riders concerning DOL fiduciary duty rules with House and Senate Appropriations Committee staff. Discussed SSA FY 2017 and FY 2018 funding levels (SSA, OMB). Discussed Social Security, SSDI, retirement savings issues, multiemployer pension issues, fiduciary duty issues and retirement fees (House, Senate). Discussed multiemployer pension issues (WH, PBGC, Treasury, DOL). Discussed state sponsored non-ERISA plans (OMB). Testified before House Education and Workforce Subcommittee on Chairman Kline multiemployer reform draft legislation. Submitted comments to the ERISA Advisory Council on Lifetime Income. Discussed Take A Stand social security campaign. H.R. 711, Equal Treatment of Public Servants Act - Supported bill. Discussed long term care insurance roundtable (Treasury).
Filing targets: Agency for Healthcare Research & Quality (AHRQ), Centers For Disease Control & Prevention (CDC), Centers For Medicare and Medicaid Services (CMS), Commerce, Dept of (DOC), Congressional Budget Office (CBO), Federal Transit Administration (FTA), Food & Drug Administration (FDA), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), Natl Institutes of Health (NIH), Office of Management & Budget (OMB), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Social Security Administration (SSA), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR), Veterans Affairs, Dept of (VA), White House Office
Filing targets: Agency for Healthcare Research & Quality (AHRQ), Centers For Disease Control & Prevention (CDC), Centers For Medicare and Medicaid Services (CMS), Commerce, Dept of (DOC), Congressional Budget Office (CBO), Consumer Financial Protection Bureau (CFPB), Equal Employment Opportunity Commission (EEOC), Federal Communications Commission (FCC), Federal Transit Administration (FTA), Food & Drug Administration (FDA), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), Natl Institutes of Health (NIH), Office of Management & Budget (OMB), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Social Security Administration (SSA), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR), Veterans Affairs, Dept of (VA), White House Office
Filing targets: Agency for Healthcare Research & Quality (AHRQ), Centers For Disease Control & Prevention (CDC), Centers For Medicare and Medicaid Services (CMS), Congressional Budget Office (CBO), Consumer Financial Protection Bureau (CFPB), Equal Employment Opportunity Commission (EEOC), Federal Communications Commission (FCC), Federal Transit Administration (FTA), Food & Drug Administration (FDA), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), Natl Institutes of Health (NIH), Office of Management & Budget (OMB), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Social Security Administration (SSA), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR), Veterans Affairs, Dept of (VA), White House Office
Filing targets: Agency for Healthcare Research & Quality (AHRQ), Centers For Disease Control & Prevention (CDC), Centers For Medicare and Medicaid Services (CMS), Congressional Budget Office (CBO), Equal Employment Opportunity Commission (EEOC), Federal Communications Commission (FCC), Federal Transit Administration (FTA), Food & Drug Administration (FDA), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), Natl Institutes of Health (NIH), Office of Management & Budget (OMB), SENATE, Securities & Exchange Commission (SEC), Social Security Administration (SSA), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR), Veterans Affairs, Dept of (VA), White House Office
Filing targets: Centers For Medicare and Medicaid Services (CMS), Equal Employment Opportunity Commission (EEOC), Executive Office of the President (EOP), Federal Communications Commission (FCC), Federal Transit Administration (FTA), Food & Drug Administration (FDA), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, Securities & Exchange Commission (SEC), Social Security Administration (SSA), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR), Veterans Affairs, Dept of (VA), White House Office
Filing targets: Centers For Medicare and Medicaid Services (CMS), Equal Employment Opportunity Commission (EEOC), Executive Office of the President (EOP), Federal Communications Commission (FCC), Federal Transit Administration (FTA), Food & Drug Administration (FDA), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, Securities & Exchange Commission (SEC), Social Security Administration (SSA), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR), Veterans Affairs, Dept of (VA), White House Office
Discussed financial regulatory reforms, including consumer and investor protections. (no bill) Pub.Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation.Discussed Banking Committee issues including SEC Fiduciary rulemaking, JOBS Act implementation and Dodd-Frank implementation. (no bill) H.R. 83, Consolidated and Further Continuing Appropriations, 2015 - Lobbied to protect Census funding and consumer protection programs with jurisdiction of subcommittee. Lobbied to protect consumer protection programs and implementation of ACA health insurance exchanges. (no bill) H.R. 1062, Letter written in opposition to the SEC Regulatory Accountability Act. Sent letter to the SEC urging it to propose rulemaking on Fiduciary Duty. (no bill) H.R. 2374, Letter written in opposition to the Retail Investor Protection Act. H.R. 1953, Expressed support for the Senior Fraud Prevention Act (FTC). S. 1358, Seniors Fraud Prevention Act - Letter written in support of this bill. S. 807, Plain Writing Act for Regulations - Letter written in support of this bill. Comment letter to the SEC on amendments to Reg. D, Form D, and rule 156 under the SEC Act, to implement JOBS Act provisions. Letter to Senate urging members not to sign a letter to OMB that would elay or prevent rulemaking by SEC and DOL on fiduciary duty. Recommendations to SEC in response to RFI regarding duties of broker/dealers and investment advisors. Met with SEC Commissioners to discuss the need to move forward with a fiduciary duty proposal. H.R. 1627 - Letter to House members urging co-sponsorship of this bill to provide user fees for regular examinations of registered investment advisors. Expressed opposition to a letter sent to the OMB by ten Senators urging that any DOL fiduciary duty rule be delayed with 60 days after completion of a related SEC proposal. Discussed methods for expediting DOL upgrade of Fiduciary duty definition under ERISA with agency staff. Met with Administration staff to discuss issuance of SEC and DOL fiduciary duty rules. Met with Senate Banking Committee staff to encourage support for SEC and DOL fiduciary duty rules. H.R. 1627, Investment Advisor Examination Improvement Act of 2013 - Letter to House in support (user fees to fund investment advisors). Met with EBSA on proposed regulatory agenda affecting financial institutions and retirement security. (no bill) Discussed bill to enhance law enforcement cooperation on Social Security number theft. (no bill) Discussed bill to require more effective disclosure on retail bond sales. (no bill) Sent letter to SEC demonstrating the harm from maintaining the suitability standard as opposed to imposing a fiduciary duty on broker/dealers to investors. (no bill) Discussed the need for SEC and DOL fiduciary duty and user fees to fund the examination of registered investment advisors. (no bill) Briefed House Financial Services staff on detrimental effects of mandatory pre-dispute arbitration clauses in contracts. (no bill) Briefed Senate financial services staff on bank fraud and the objectives of the Department of Justice's Operation Choke Point. (no bill) H.R. 1627 - Discussed fiduciary duty and user fees to fund the examination of Investment Advisors with SEC Office of the Investor Advocate. Letter to Congress and White House staff on the need to update the definition of "fiduciary" under ERISA. (no bill)
Filing targets: Administration on Aging, Agriculture, Dept of (USDA), Bureau of the Census, Centers For Medicare and Medicaid Services (CMS), Commodity Futures Trading Commission (CFTC), Congressional Budget Office (CBO), Energy, Dept of, Environmental Protection Agency (EPA), Equal Employment Opportunity Commission (EEOC), Executive Office of the President (EOP), Federal Communications Commission (FCC), Federal Highway Administration (FHA), Federal Reserve System, Federal Trade Commission (FTC), Federal Transit Administration (FTA), Food & Drug Administration (FDA), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Medicare Payment Advisory Commission (MedPAC), Natl Highway Traffic Safety Administration (NHTSA), Natl Institutes of Health (NIH), Office of Management & Budget (OMB), Office of Personnel Management (OPM), Office of the Comptroller of the Currency (OCC), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Social Security Administration (SSA), Transportation, Dept of (DOT), Treasury, Dept of, Veterans Affairs, Dept of (VA), White House Office
Discussed financial regulatory reforms, including consumer and investor protections. (no bill) Pub.Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation.Discussed Banking Committee issues including SEC Fiduciary rulemaking, JOBS Act implementation and Dodd-Frank implementation. (no bill) H.R. 4660/S. 2437, The Commerce, Justice and Science Appropriations Act of 2015 - Lobbied to protect Census funding and consumer protection programs with jurisdiction of subcommittee. H.R.5016, H.J.Res. 124, Continuing Appropriations Resolution, 2015. The Financial Services and General Government Appropriations Act of 2015 - Lobbied to protect consumer protection programs and implementation of ACA health insurance exchanges. (no bill) H.R. 1062, Letter written in opposition to the SEC Regulatory Accountability Act. Sent letter to the SEC urging it to propose rulemaking on Fiduciary Duty. (no bill) H.R. 2374, Letter written in opposition to the Retail Investor Protection Act. H.R. 1953, Expressed support for the Senior Fraud Prevention Act (FTC). S. 1358, Seniors Fraud Prevention Act - Letter written in support of this bill. S. 807, Plain Writing Act for Regulations - Letter written in support of this bill. Comment letter to the SEC on amendments to Reg. D, Form D, and rule 156 under the SEC Act, to implement JOBS Act provisions. Letter to Senate urging members not to sign a letter to OMB that would elay or prevent rulemaking by SEC and DOL on fiduciary duty. Recommendations to SEC in response to RFI regarding duties of broker/dealers and investment advisors. Met with SEC Commissioners to discuss the need to move forward with a fiduciary duty proposal. H.R. 1627 - Letter to House members urging co-sponsorship of this bill to provide user fees for regular examinations of registered investment advisors. Expressed opposition to a letter sent to the OMB by ten Senators urging that any DOL fiduciary duty rule be delayed with 60 days after completion of a related SEC proposal. Discussed methods for expediting DOL upgrade of Fiduciary duty definition under ERISA with agency staff. Met with Administration staff to discuss issuance of SEC and DOL fiduciary duty rules. Met with Senate Banking Committee staff to encourage support for SEC and DOL fiduciary duty rules. H.R. 1627, Investment Advisor Examination Improvement Act of 2013 - Letter to House in support (user fees to fund investment advisors). Met with EBSA on proposed regulatory agenda affecting financial institutions and retirement security. (no bill) Discussed bill to enhance law enforcement cooperation on Social Security number theft. (no bill) Discussed bill to require more effective disclosure on retail bond sales. (no bill) Sent letter to SEC demonstrating the harm from maintaining the suitability standard as opposed to imposing a fiduciary duty on broker/dealers to investors. (no bill) Discussed the need for SEC and DOL fiduciary duty and user fees to fund the examination of registered investment advisors. (no bill) Briefed House Financial Services staff on detrimental effects of mandatory pre-dispute arbitration clauses in contracts. (no bill) Briefed Senate financial services staff on bank fraud and the objectives of the Department of Justice's Operation Choke Point. (no bill) H.R. 1627 - Discussed fiduciary duty and user fees to fund the examination of Investment Advisors with SEC Office of the Investor Advocate. Letter to Congress and White House staff on the need to update the definition of "fiduciary" under ERISA. (no bill)
Filing targets: Administration on Aging, Agriculture, Dept of (USDA), Bureau of the Census, Centers For Medicare and Medicaid Services (CMS), Commodity Futures Trading Commission (CFTC), Congressional Budget Office (CBO), Energy, Dept of, Environmental Protection Agency (EPA), Equal Employment Opportunity Commission (EEOC), Executive Office of the President (EOP), Federal Communications Commission (FCC), Federal Highway Administration (FHA), Federal Reserve System, Federal Trade Commission (FTC), Federal Transit Administration (FTA), Food & Drug Administration (FDA), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Medicare Payment Advisory Commission (MedPAC), Natl Highway Traffic Safety Administration (NHTSA), Natl Institutes of Health (NIH), Office of Management & Budget (OMB), Office of Personnel Management (OPM), Office of the Comptroller of the Currency (OCC), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Social Security Administration (SSA), Transportation, Dept of (DOT), Treasury, Dept of, Veterans Affairs, Dept of (VA), White House Office
Discussed financial regulatory reforms, including consumer and investor protections. (no bill) Pub.Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation.Letter sent to Senate Banking Committee Members in support of confirming a nominee to serve as the director of the Consumer Financial Protection Bureau. (no bill) Sign-on letter sent to the Federal Reserve, Consumer Financial Protection Bureau, Federal Deposit Insurance Corporation and Office of the Comptroller of the Currency in support of action of bank involvement in high-cost payday loans. (no bill) Discussed Banking Committee issues including SEC Fiduciary rulemaking, JOBS Act implementation and Dodd-Frank implementation. (no bill) H.R. 4660/S. 2437, The Commerce, Justice and Science Appropriations Act of 2015 - Lobbied to protect Census funding and consumer protection programs with jurisdiction of subcommittee. The Financial Services and General Government Appropriations Act of 2015 - Lobbied to protect consumer protection programs and implementation of ACA health insurance exchanges. (no bill) H.R. 1062, Letter written in opposition to the SEC Regulatory Accountability Act. Sent letter to the SEC urging it to propose rulemaking on Fiduciary Duty. (no bill) H.R. 2374, Letter written in opposition to the Retail Investor Protection Act. H.R. 1953, Expressed support for the Senior Fraud Prevention Act (FTC). S. 1358, Seniors Fraud Prevention Act - Letter written in support of this bill. S. 807, Plain Writing Act for Regulations - Letter written in support of this bill. Comment letter to the SEC on amendments to Reg. D, Form D, and rule 156 under the SEC Act, to implement JOBS Act provisions. Letter to Senate urging members not to sign a letter to OMB that would elay or prevent rulemaking by SEC and DOL on fiduciary duty. Comment letter to SEC in response to RFI regarding duties of broker/dealers and investment advisors. Lobbied in opposition to H.R. 2374, the Retail Investor Protection Act, voted on by the House in October 2013. Letter to OMB urging expedited handling of upcoming JEC and DOL fiduciary proposals in opposition to Congressional suggestions that the rules be delayed. Met with JEC Commissioners to discuss the need to move forward with a fiduciary duty proposal. H.R. 1622 - Letter to House members urging co-sponsorship of this bill to provide user fees for regular examinations of registered investment advisors. Letter to OMB in opposition to a letter sent to the agency by ten Senators urging that any DOL fiduciary duty rule be delayed with 60 days after completion of a related SEC proposal. Discussed methods for expediting DOL upgrade of Fiduciary duty definition under ERISA with agency staff. Met with Administration staff to discuss issuance of SEC and DOL fiduciary duty rules. Met with Senate Banking Committee staff to encourage support for SEC and DOL fiduciary duty rules. H.R. 1627, Investment Advisor Examination Improvement Act of 2013 - Letter to House in support (user fees to fund investment advisors). Met with EBSA on proposed regulatory agenda affecting financial institutions and retirement security. (no bill) Discussed bill to enhance law enforcement cooperation on Social Security number theft. (no bill) Discussed bill to require more effective disclosure on retail bond sales. (no bill) Sent letter to SEC demonstrating the harm from maintaining the suitability standard as opposed to imposing a fiduciary duty on broker/dealers to investors. (no bill) Discussed the need for fiduciary duty and user fees to fund the examination of registered investment advisors. (no bill) Briefed House Financial Services staff on detrimental effects of mandatory pre-dispute arbitration clauses in contracts. (no bill) Briefed Senate financial services staff on bank fraud and the objectives of the Department of Justice's Operation Choke Point. (no bill)
Filing targets: Administration on Aging, Agriculture, Dept of (USDA), Bureau of the Census, Centers For Medicare and Medicaid Services (CMS), Commodity Futures Trading Commission (CFTC), Energy, Dept of, Environmental Protection Agency (EPA), Equal Employment Opportunity Commission (EEOC), Executive Office of the President (EOP), Federal Communications Commission (FCC), Federal Highway Administration (FHA), Federal Reserve System, Federal Trade Commission (FTC), Federal Transit Administration (FTA), Food & Drug Administration (FDA), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Medicare Payment Advisory Commission (MedPAC), Natl Highway Traffic Safety Administration (NHTSA), Natl Institutes of Health (NIH), Office of Management & Budget (OMB), Office of Personnel Management (OPM), Office of the Comptroller of the Currency (OCC), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Social Security Administration (SSA), Transportation, Dept of (DOT), Treasury, Dept of, Veterans Affairs, Dept of (VA), White House Office
Discussed financial regulatory reforms, including consumer and investor protections. (no bill) Pub.Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation.Letter sent to Senate Banking Committee Members in support of confirming a nominee to serve as the director of the Consumer Financial Protection Bureau. (no bill) Sign-on letter sent to the Federal Reserve, Consumer Financial Protection Bureau, Federal Deposit Insurance Corporation and Office of the Comptroller of the Currency in support of action of bank involvement in high-cost payday loans. (no bill) Discussed Banking Committee issues including SEC Fiduciary rulemaking, JOBS Act implementation and Dodd-Frank implementation. (no bill) H.R. 2787/S. 1329, The Commerce, Justice and Science Appropriations Act of 2014 - Lobbied to protect consumer protection programs with jurisdiction of subcommittee. H.R. 2786/S. 1371, The Financial Services and General Government Appropriations Act of 2014 - Lobbied to protect consumer protection programs and implementation of ACA health insurance exchanges. H.R. 1062, Letter written in opposition to the SEC Regulatory Accountability Act. Sent letter to the SEC urging it to propose rulemaking on Fiduciary Duty. (no bill) H.R. 2374, Letter written in opposition to the Retail Investor Protection Act. H.R. 1953, Expressed support for the Senior Fraud Prevention Act (FTC). S. 1358, Seniors Fraud Prevention Act - Letter written in support of this bill. S. 807, Plain Writing Act for Regulations - Letter written in support of this bill. Comment letter to the SEC on amendments to Reg. D, Form D, and rule 156 under the SEC Act, to implement JOBS Act provisions. Letter to Senate urging members not to sign a letter to OMB that would elay or prevent rulemaking by SEC and DOL on fiduciary duty. Comment letter to SEC in response to RFI regarding duties of broker/dealers and investment advisors. H.R. 3547/H.J.R./59/H.R. 2775/H.J.R. 106, Consolidated Appropriations Act, 2014 - Lobbied to prevent inclusion of Medicare, Medicaid and Social Security benefit cuts and to protect vital health, social services, housing and transportation programs from enhanced reductions from the prior year baseline, and to prevent repeal of certain financial and health care-related regulation. Lobbied in opposition to H.R. 2374, the Retail Investor Protection Act, voted on by the House in October 2013. Letter to OMB urging expedited handling of upcoming JEC and DOL fiduciary proposals in opposition to Congressional suggestions that the rules be delayed. Met with JEC Commissioners to discuss the need to move forward with a fiduciary duty proposal. H.R. 1622 - Letter to House members urging co-sponsorship of this bill to provide user fees for regular examinations of registered investment advisors. Letter to OMB in opposition to a letter sent to the agency by ten Senators urging that any DOL fiduciary duty rule be delayed with 60 days after completion of a related SEC proposal. Discussed methods for expediting DOL upgrade of Fiduciary duty definition under ERISA with agency staff. Met with Administration staff to discuss issuance of SEC and DOL fiduciary duty rules. Met with Senate Banking Committee staff to encourage support for SEC and DOL fiduciary duty rules. H.R. 1627, Investment Advisor Examination Improvement Act of 2013 - Letter to House in support (user fees to fund investment advisors). Met with EBSA on proposed regulatory agenda affecting financial institutions and retirement security. (no bill) Discussed bill to enhance law enforcement cooperation on Social Security number theft. (no bill) Discussed bill to require more effective disclosure on retail bond sales. (no bill)
Filing targets: Administration on Aging, Agriculture, Dept of (USDA), Bureau of the Census, Centers For Medicare and Medicaid Services (CMS), Commodity Futures Trading Commission (CFTC), Equal Employment Opportunity Commission (EEOC), Executive Office of the President (EOP), Federal Communications Commission (FCC), Federal Highway Administration (FHA), Federal Reserve System, Federal Trade Commission (FTC), Federal Transit Administration (FTA), Food & Drug Administration (FDA), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Medicare Payment Advisory Commission (MedPAC), Natl Highway Traffic Safety Administration (NHTSA), Natl Institutes of Health (NIH), Office of Management & Budget (OMB), Office of Personnel Management (OPM), Office of the Comptroller of the Currency (OCC), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Social Security Administration (SSA), Transportation, Dept of (DOT), Treasury, Dept of, Veterans Affairs, Dept of (VA), White House Office