Lobbying Disclosure Act of 1995 (Section 5) - All Filers Are Required to Complete This Page

9. Check if this filing amends a previously filed version of this report

LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.

15. General issue area code RET

16. Specific lobbying issues

Older Americans Act Reauthorization. The Older Americans Act Reauthorization Act (S. 2120): Proposals to reauthorize the Older Americans Act (OAA) of 1965 and to increase the authorization of appropriations for OAA programs, which is the major federal discretionary funding source for home and community-based services for older adults and their caregivers. Programs supported through the OAA include home-delivered and congregate nutrition services, in-home supportive services, transportation, caregiver support, community service employment, health and wellness programs, the long-term care ombudsman program, services to prevent the abuse, neglect, and exploitation of older adults, and other supportive services.

Medicare, Medicaid and Social Security. The Alleviating Barriers for Caregivers (ABC) Act (H.R. 2491): Proposals would require HHS and SSA to review application processes, procedures, forms, and communications for Medicare, Medicaid, Childrens Health Insurance Program, and Social Security programs in order to reduce administrative barriers facing family caregivers. The bill requires agencies to identify and report to Congress on actions that can be taken to streamline eligibility and assistance for family caregivers within existing programs.

Social Security Cost of Living Adjustment (COLA). The Fair COLA for Seniors Act (No bill) and the Social Security Cost of Living Increase Act (No bill): Proposals to adopt the Consumer Price Index for the Elderly (CPI-E) for the purpose of determining COLAs for Social Security beneficiaries; the Boosting Benefits and COLAs for Seniors Act (No bill): Proposal to calculate COLAs using the current Consumer Price Index for Urban Wage Earners and Clerical Workers (CPI-W) or the Consumer Price Index for the Elderly (CPI-E), whichever is greater.

Social Security Expansion. The Social Security 2100 Act (No bill): Proposals to improve benefits and to strengthen Social Security's financing by altering the payroll tax cap, among other changes. The Social Security Expansion Act (S. 770 and H.R. 1700): Proposals to enhance Social Security benefits and ensure the long-term solvency of the Social Security program. The Strengthening Social Security Act (No bill): Proposals to extend the solvency of the Social Security Trust Funds and improve benefits. The Safeguarding American Families & Expanding Social Security Act (No bill): Proposals to update and modernize Social Security benefits and to extend solvency of the Social Security Trust Funds. The Protecting and Preserving Social Security Act (No bill): Proposals to adopt the Consumer Price Index for the Elderly (CPI-E) for the purpose of determining COLAs for Social Security beneficiaries and to ensure the long-term solvency of the Social Security program by altering the payroll tax cap. The Protecting Our Widows and Widowers in Retirement Act (No bill): Proposals to improve benefits for widows and widowers in two-income households. The Surviving Widow(er) Income Fair Treatment Act (SWIFT Act) (No bill): Proposal to increase survivors benefits for disabled widows, widowers, and surviving divorced spouses; Social Security Enhancement and Protection Act (H.R. 3517): Proposal would improve Social Security benefits by increasing the Special Minimum Benefit, boosting benefits for seniors who have on the Social Security rolls for a long period of time, restore student benefits to age 26 and extend the life of the Trust Funds by eliminating the cap on Social Security benefits and phasing-in an increase in the payroll tax rate.

Social Security Funding. The Medicare and Social Security Fair Share Act (H.R. 3271 and S. 1690): Proposals to close the loophole for wealthy individuals who bypass paying the net investment income tax (NIIT) and directing the revenue to the Social Security Trust Funds and to the Hospital Insurance Fund, which pays for Medicare Part A that covers inpatient care in hospitals.

Social Security Privatization and Benefit Cuts. Proposals to borrow funds to invest in the stock market, to raise the Social Security retirement age and to cut Social Security benefits for future retirees promoted by Senator Bill Cassidy and Senator Angus King.

Caregiver Social Security Credits. The Social Security Caregiver Credits Act (No bill): Proposal to provide Social Security wage credits for individuals who reduce their participation in the workforce or leave the workforce to provide care to specified family members and relatives.

Social Security Notch. (No bill): Proposals to ensure that Social Security benefits for individuals born in 1960 and 1961 are not reduced as a result of the coronavirus-related drop in the average wage index.

Protecting Seniors from Garnishment. (No bill): Proposal to protect Social Security beneficiaries from having their Social Security benefits garnished to recover unpaid student loans.

Social Security Disability Insurance Claim Adjudication. (No bill): Proposal to nullify the rule finalized by the Social Security Administration on November 16, 2020, that outlines when its administrative appeals judges may hold hearings and issue decisions on individual cases. Currently, these judges serve an appellate function where they review, at the request of Social Security claimants, the decisions of the administrative law judges who issue decisions in individual cases.

Social Security Overpayments. (H.R. 2999, H.R. 2142 and S. 1023): Proposals to protect retirees, survivors and people with disabilities from being forced to repay extra Social Security and Supplemental Security Income (SSI) benefits they received through no fault of their own.

Strengthening Beneficiaries Rights. (No bill): Various proposals relating to the protection and rights available to Social Security and Supplemental Security Income beneficiaries.

Social Security Benefit Statements. The Know Your Social Security Act (No bill): Proposal to implement section 1143 of the Social Security Act by clarifying the Social Security Administration is required to mail annual benefit statements to all workers over age 25.

Supplemental Security Income (SSI) Program. The Supplemental Security Income Restoration Act (No bill): Proposals to strengthen and restore the SSI program.

Supplemental Security Income (SSI) Program. The SSI Savings Penalty Elimination Act (H.R. 2540 and S. 1234): Proposal to amend title XVI of the Social Security Act to update the resource limit for Supplemental Security Income eligibility. The Fairness in Social Security Act (No bill): Proposal to amend the Internal Revenue Code of 1986 to exclude the portion of a lump-sum Social Security benefit payment that relates to periods prior to the taxable year from the determination of household income as it relates to SSI eligibility.

Retirement Plan Distribution: IRS Notice relating to Use of an Electronic Medium to Make Participant Elections and Spousal Consents (RIN 1545-Bq50).

House Committee on Aging. (No bill): A Resolution amending the Rules of the House to reestablish a Permanent Select Committee on Aging.

Retirement Plan Fiduciary Rule: U.S. Department of Labor, Employee Benefits Security Administration, Office of Regulations and Interpretations - RIN 1210-AC02; Application No. D-12057; Application No. D-12060. The Department of Labor proposed regulation to modernize the fiduciary rule to strengthen protections for retirement investors who seek professional investment advice. (No bill): Congressional reversal of the rule submitted by the Department of Labor relating to "Retirement Security Rule: Definition of an Investment Advice Fiduciary".

Social Security Administration. (No bill). Mismanagement at the Social Security Administration that is impeding beneficiarys access to their earned benefits by, but not limited to, cutting staff at a time when staffing levels were already at a 50 year low and 10,000 Americans are reaching age 65 every day, closing or planning to close SSA field offices and regional offices without a plan that would effectively replace the services provided by these offices, compromising beneficiary privacy by allowing access to Americans personal information such as Social Security numbers, earnings histories, banking information and medical information to Elon Musk and the Department of Government Efficiency (DOGE), rolling back time-saving and pro-beneficiary policies on overpayments, promoting false narratives on fraud and waste at the Social Security Administration as a pretense for instituting identity verification procedures that will impede Americans from accessing their earned benefits, temporarily canceling Enumeration at Birth (EAB) contracts, undermining program integrity and eroding public trust in Social Security, destabilizing the administration of Social Security benefits by laying off employees with the technological skills to maintain SSAs computer systems and instituting wholesale migration of the Agencys computing infrastructure without adequate planning and at a pace that will inevitably result in computer breakdowns that will impede the ability of Americans to access their earned benefits.

Social Security Administration. Resolution of Inquiry by Representative John Larson (H. Res. 195): Requesting information be provided to Congress regarding the Department of Government Efficiencys (DOGE) access to the Social Security Administrations computer data, which compromises beneficiary privacy by allowing access to Americans personal information such as Social Security numbers, banking information, earnings history and medical information.

Social Security Administration. Keep Our Field Offices Open Act (H.R. 1876): Proposals to suspend Social Security field office closures until January 21, 2029, after which date the Commissioner of Social Security would be required to submit a detailed report to Congress, laying out and justifying a process for closing, consolidating, or reducing access to field offices; bill also requires the Commissioner to maintain the total number of field offices and hearing offices that were in operation on January 20, 2025, after the moratorium ends and requires that, in considering future office closures, the Commissioner must consider potential transportation and communication barriers for individuals served by the office, provide significant advance notice to the public and members of Congress, and ensure opportunities for public input and appeals.
Social Security Administration. Protecting Americans Social Security Data Act (H.R. 1877): Proposals to protect Americans from having their sensitive personal information politicized or bought and sold to the highest bidder by preventing Elon Musk, his associates, and political appointees from accessing sensitive data systems at SSA, codifying SSA data privacy requirements into law and strengthening oversight and civil penalties for any privacy and disclosure violations of Social Security beneficiaries personal information.
Social Security Administration. The Improving Social Securitys Service to Victims of Identity Theft Act (S. 1666): Proposal to improve Social Security's service to victims of identity theft by requiring the Social Security Administration to provide a single point of contact for any individual whose Social Security account number has been misused.

Social Security Administration. Comments on Omitting Food from In-Kind Support and Maintenance Calculations, Docket No. SSA-2021-0014; Comments on Expanding the Rental Subsidy, Docket No. SSA-2023-0010; Comments on Intermediate Improvement to the Disability Adjudication Process Including How We Consider Past Work, Docket No. SSA-2023-0024; Comments on Rulemaking Expanding the Definition of a Public Assistance Household, Docket No. SSA-2023-0015; Comments on strengthening rule regarding the Use of Electronic Payroll Data to Improve Program Administration, Docket No. SSA-2016-0039.

Social Security Administration. Comments submitted regarding Social Security Form SSA-827 proposal (Medical Record Collection Process) and the Disability Applicant Evidence Simplification Act (DAESA) draft.

Social Security Administration. The creation of an online application for all SSI applicants, streamlining data collection to more effectively obtain treating source evidence, eliminating the reconsideration level of review, updating outdated occupational information, adding a robust online scheduling tool and ensuring comprehensive customer service for all individuals.

Womens Retirement Security. The Womens Retirement Protection Act (S. 988 and H.R. 2023): Proposal to amend the Employee Retirement Income Security Act of 1974 to provide for greater spousal protection under defined contribution plans.

Food Security for Seniors. Farm bill reauthorization (American Relief Act, P.L. 118-158, Division D): Provisions to cut future Supplemental Nutrition Assistance Program (SNAP) benefits or other harmful policies that would worsen the problem of hunger for Americas older adults and other food insecure individuals.

17. House(s) of Congress and Federal agencies Check if None

U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Social Security Administration (SSA), Administration on Aging, Executive Office of the President (EOP), Justice - Dept of (DOJ), Labor - Dept of (DOL), Treasury - Dept of

18. Name of each individual who acted as a lobbyist in this issue area

19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None

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LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.

15. General issue area code BUD

16. Specific lobbying issues

Republican Study Committee (RSC) Fiscal Year (FY) 2025 Budget Proposal (No bill): Proposals include raising the full Social Security retirement age, flattening retirement benefits and eliminating auxiliary benefits for workers with average lifetime earnings of only $85,000 per year (in todays dollars), flattening and privatizing the Social Security Disability Insurance (SSDI) program (as outlined in the budget summary) and placing both the Social Security and Medicare Trust Funds on budget. The proposal also suggests repealing automatic Social Security Cost of Living Adjustments (COLAs) in favor of ad hoc, discretionary COLAs, and replacing the Consumer Price Index for Urban Wage Earners and Clerical Workers (CPI-W) with an index that results in smaller COLAs. The health care policy suggestions include proposals to transform Medicare into a capped voucher program that would erode traditional Medicares guarantee of services and shift the focus to privatization via for-profit insurance plans. Medicaid funding would be deeply cut and the program carved into a series of fixed capped block grants.

Budget: Concurrent Budget Resolution (S. Con. Res. 41): A concurrent resolution setting forth the congressional budget for the United States Government for fiscal year 2025 and setting forth the appropriate budgetary levels for fiscal years 2026 through 2034: The Six Penny Plan which would significantly harm the economy and force severe cuts in Medicare, Medicaid, Supplemental Nutrition Assistance Program (SNAP) and other federal programs vital to Americas seniors. Concurrent Budget Resolution (H. Con. Res. 14): provision in Section 406 including bipartisan reform of Medicare which would likely result in benefit cuts, provisions in Section 409 making employment a requirement for Medicaid eligibility, provisions in Section 414 establishing a fiscal commission intended to cut the earned benefits of American workers and retirees. Graham Substitute amendment to Concurrent Budget Resolution (H. Con. Res. 14) as considered in both the House and Senate: the use of current policy baseline to hide the cost from the American people of making permanent the Tax Cuts and Jobs Act (TCJA); the magnitude and distribution of the tax cuts envisioned in the resolution; spending cuts to Medicaid, SNAP, operating costs for the Social Security Administration, and other programs important to seniors such as homelessness prevention, home-delivered and community meals, transportation access, falls prevention, chronic disease management, resources on Alzheimers disease and related dementia, support to long-term care ombudsman and adult protective services addressing maltreatment, and critical funding in the Community Services Block Grant (CSBG), Community Development Block Grant (CDBG), Social Services Block Grant (SSBG), the Prevention and Public Health Fund (PPHF) and Low Income Home Energy Assistance Program (LIHEAP); opposing the resulting massive amounts of debt that threaten the future viability of earned benefit programs such as Social Security and Medicare; Senate Amendment 1341 to H. Con. Res. 14 by Senator Mazie Hirono raising a point of order against any bill, joint resolution, motion, amendment, amendment between the Houses, or conference report that would result in the disruption of Social Security benefits or interrupting services within the Social Security program, including any such disruption or interruption caused by infrastructure upgrades to the information technology infrastructure of the Social Security Administration.

Budget: Budget reconciliation bill (H.R. 1): A bill providing for reconciliation pursuant to title II of H. Con. Res. 14: Proposals that will result in massive cuts to programs critical to older Americans and their families as it enacts unprecedented cuts to fundamental programs that provide health care and essential services to lower- and moderate-income Americans, all to partially offset the cost of massive tax cuts that primarily benefit the wealthy and large, profitable corporations. H.R. 1 will add at least $3.3 trillion to the federal debt in the next decade, which will starve the U.S. of resources with the ultimate effect of providing a justification for later legislation that would cut the earned benefits Americans have paid for throughout their working lives - Social Security and Medicare. Specifically, the bill includes deep cuts to Medicaid, totaling around $1 trillion and representing four times the size of previous Medicaid cuts; around $180 billion in cuts to the SNAP food nutrition program, the largest cut in the programs history, and unless they are blocked by future legislation, will trigger PAYGO requirements in federal law which will result in a 4 percent sequestration of Medicare spending starting in 2026.

Appropriations: Full-Year Continuing Appropriations and Extensions Act, 2025 (H.R. 1968, P.L. 119-4): Proposals for funding the Social Security Administration, the Department of Health and Human Services Center for Medicare and Medicaid Services (CMS) to support basic health care and long-term services and supports, or the extremely important and popular programs administered under the Older Americans Act (OAA) such as home delivered meals (also known as Meals on Wheels) and congregate meals, senior centers, in-home services, transportation, legal services, elder abuse prevention and caregiver support because OAA services are essential in helping to allow vulnerable older adults to age in place rather than languishing in expensive nursing homes.

17. House(s) of Congress and Federal agencies Check if None

U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Executive Office of the President (EOP), Office of Management & Budget (OMB), Treasury - Dept of, Social Security Administration (SSA)

18. Name of each individual who acted as a lobbyist in this issue area

19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None

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LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.

15. General issue area code CIV

16. Specific lobbying issues

Age Discrimination. The Protecting Older Workers Against Discrimination Act (POWADA) (H.R. 3522 and S. 1820): Proposal to restore the standard of proof in age discrimination cases to the pre-2009 level and treat age discrimination as unjust as other forms of employment discrimination; The Protecting Older Job Applicants (POJA) Act (No bill): Proposal to prohibit employers from limiting, segregating or classifying job applicants based on an applicants age.

17. House(s) of Congress and Federal agencies Check if None

U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES

18. Name of each individual who acted as a lobbyist in this issue area

19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None

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LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.

15. General issue area code GOV

16. Specific lobbying issues

Social Security and Medicare Trust Fund Committees. The Fiscal Commission Act (H.R. 3289), the Fiscal Sustainability Act (No bill), the Sustainable Budget Act of 2025 (H.R. 222): Proposals to establish fiscal commissions to make recommendations that would likely include cuts to Social Security and Medicare benefits and would be fast-tracked through Congress outside of the regular legislative process.

Voting Rights. (No bill): Proposals to require states to give every voter the option to vote by mail; and to require prepaid postage for all election materials and state-provided drop boxes for federal elections.

Voting Rights. Safeguard American Voter Eligibility Act (SAVE) (H.R. 22): Proposals which significantly limits the ability of older Americans to vote in federal elections by severely restricting the types of documents acceptable to prove identity, requiring the presentation of this documentation in person, and needlessly requiring voters to re-prove their identities every time they renew their registrations.

Federal District Court Injunctions. No Rogue Rulings Act (NORRA) (H.R. 1526): Proposals to limit federal district courts ability to issue nationwide injunctions against unlawful actions, thus destabilizing the checks and balances built into our constitutional system and putting the freedom of every American at risk.

Office of Personnel Management: Comments on Proposed Rule, Improving Performance, Accountability and Responsiveness in the Civil Service, Docket ID: OPM-2025-0004, RIN: 3206-AO80: Comments on proposed rule that would severely undermine the career civil service that Congress has sought to protect and protect for more than 140 years, largely due to our concerns about the impact on seniors of politicizing the workforce at the Social Security Administration (SSA),the Center for Medicare and Medicaid Services (CMS) and other federal agencies which serve older Americans

17. House(s) of Congress and Federal agencies Check if None

U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Office of Personnel Management (OPM), Social Security Administration (SSA)

18. Name of each individual who acted as a lobbyist in this issue area

19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None

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Information Update Page - Complete ONLY where registration information has changed.

20. Client new address

21. Client new principal place of business (if different than line 20)

22. New General description of client’s business or activities

LOBBYIST UPDATE

23. Name of each previously reported individual who is no longer expected to act as a lobbyist for the client

ISSUE UPDATE

24. General lobbying issue that no longer pertains

AFFILIATED ORGANIZATIONS

25. Add the following affiliated organization(s)

Internet Address:

26. Name of each previously reported organization that is no longer affiliated with the registrant or client

FOREIGN ENTITIES

27. Add the following foreign entities:

28. Name of each previously reported foreign entity that no longer owns, or controls, or is affiliated with the registrant, client or affiliated organization

CONVICTIONS DISCLOSURE

29. Have any of the lobbyists listed on this report been convicted in a Federal or State Court of an offense involving bribery, extortion, embezzlement, an illegal kickback, tax evasion, fraud, a conflict of interest, making a false statement, perjury, or money laundering?
No Yes