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 HCR

16. Specific lobbying issues

H.R. 2740 Labor-HHS Appropriations bill, FY 2020 - Lobbied in support of increased funding for CMS' state survey and certification program and opposition to hostile policy riders re ACA, and various related medical care research and supportive services.

S.340/H.R. 965 - the CREATES Act.

S.64/H.R. 2375 - the Preserve Access to Generics and Biosimilars Act.

H.R. 1499 - the Preserving Consumer Access to Generics Act.

H.R. 3 - The Lower Drug Costs Now Act.

S. 2543 - the Prescription Drug Pricing Reduction Act.

S. 1921, Discussed the Provider Training in Palliative Care Act.

S. 299, Discussed the Geriatrics Workforce Improvement Act.

No bill number - Discussed Medicare Advantage program.

H.R. 1682/S.753 Improving Access to Medicare Coverage Act.

H.R. 1342/S.548 Empower Act.

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

U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Health & Human Services - Dept of (HHS), Centers For Medicare and Medicaid Services (CMS), Internal Revenue Service (IRS), Office of Management & Budget (OMB), 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

​

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 MMM

16. Specific lobbying issues

H.R. 2740 Labor-HHS Appropriations bill, FY 2020 - lobbied in support of increased funding for CMS' state survey and certification program and opposition to hostile policy riders re Patient Protection and Affordable Care Act.

No bill number - Discussed civil money penalties for enforcement in nursing homes.

No bill number - Discussed nursing home quality and enforcement issues and shared relevant information.

No bill number - Submitted and shared statement for the record for Senate Finance Committee nursing home hearing.

No bill number - Discussed nursing homes, including the Special Focus Facility Program.

Discussed emergency preparedness regulations for nursing homes.

No bill number - Discussed mental health access challenges under the Medicare program with Senate staff.

No bill number. Provided information related to anti-psychotic drug use in nursing homes and other nursing home issues to House staff.

No bill number. Discussed Elder Justice Act reauthorization.

No bill number. Discussed nursing home bill with Senate staff.

H.R. 1334/S. 2000, Discussed the Protecting Married Seniors from Impoverishment Act.

H.R. 1342/S. 548, Discussed the EMPOWER Care Act.

No bill number. Discussed issues affecting dual eligibles.

S. 2574, PROTECTS Act.

No bill number. Discussed managed long-term services and supports with GAO, including grievances and appeals.

Discussed Medicare Part D issues.

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

U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Health & Human Services - Dept of (HHS), Centers For Medicare and Medicaid Services (CMS)

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

​

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 PHA

16. Specific lobbying issues

H.R. 3055/S.2584 Commerce, Justice, Science, Agriculture, Rural Development, FDA, Interior Environment, Military Construction, VA,Transportation, Housing and Urban Development Appropriations Act, FY 2020.

Discussed H.R. 3, the Lower Drug Costs Now Act of 2019 and S. 2543, Prescription Drug Pricing Reduction Act and lowering prescription drug prices.

H.R. 3164 Agriculture-Rural Development Appropriations bill, FY 2020- lobbied to protect funding for FDA drug processing funding and user fees.

Discussed Medicare Part D issues including part D price negotiation and Part D out-of-pocket cap.

S. 340/H.R. 965 - CREATES Act.

H.R. 1499 Preserving Consumer Access to Generic Drugs Act.

S.64/H.R. 2375 - the Preserve Access to Generics and Biosimilars Act.

H.R. 2113 - the Prescription STAR Act.

H.R. 2296/S.1391 - The FAIR Drug Pricing Act.

S.1416 - the Affordable Prescriptions for Patients Act.

S.1437, the Drug-price Transparency in Communications (DTC) Act.

S.551, the REFUND Act.

S.1209, the REMEDY Act.

S. 474/H.R. 2069, the SPIKE Act.

H.R. 3 - The Lower Drug Costs Now Act.

S. 2543- the Prescription Drug Pricing Reduction Act. Lobbied Senate in support.

Discussed proposed Anti-Kickback rule.

Discussed Rx importation.

Discussed international reference pricing for Rx.

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

U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Health & Human Services - Dept of (HHS), White House Office

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 FAM

16. Specific lobbying issues

H.R. 3055/S.2584 Commerce, Justice, Science, Agriculture, Rural Development, FDA, Interior Environment, Military Construction, VA,Transportation, Housing and Urban Development Appropriations Act, FY 2020.

H.R. 2740 Labor-HHS Appropriations FY 2020 - lobbied in support of funding for various programs, including Social Security administrative expenses, senior nutrition (SNAP, Commodity Supplemental Food program and Older Americans Act Title III), caregiving, weatherization, energy assistance, supportive services, housing and volunteer community service programs.

Discussed reauthorization of the Older Americans Act, including funding, caregiving, nutrition, social isolation, homelessness, and age-friendly communities.

Discussed the National Family Caregiver Support Program (NFCSP) under the Older Americans Act, including caregiver assessments and the distribution of funding.

H.R. 3782, Supporting Family Caregivers Act of 2019.

H.R. 4334, Dignity in Aging Act of 2019.

P.L. 115-119, RAISE Family Caregivers Act - discussed extension of RAISE.

S.1536, Discussed the Age-Friendly Communities Act of 2019.

No bill number - Discussed Older Americans Social Isolation and Loneliness Prevention Act with Senate staff

No bill number - Discussed Grandfamilies kinship care and school lunches with Senate staff.

Discussed paid family leave and Social Security, including H.R. 3865 and S. 463.

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

U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Health & Human Services - Dept of (HHS)

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

​

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 TAX

16. Specific lobbying issues

H.R. 3351/S.2524 Financial Services & General Government Appropriations bill, FY 2020 - Lobbied to protect and enhance funding levels for IRS VITA & TCE taxpayer assistance programs.

S.110 - Supported the Medical Expense Savings Act.

H.R. 2073 - Supported bill to amend the Internal Revenue Code of 1986 to permanently extend the 7.5 percent adjusted gross income floor for the medical expense deduction.

S. 1443/H.R. 2730, Discussed the Credit for Caring Act and caregiving statistics.

S. 617 Tax Extenders & Disaster Relief Act.

Discussed paid family leave and Social Security, including H.R. 3865 and S. 463.

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

U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Health & Human Services - Dept of (HHS), Centers For Medicare and Medicaid Services (CMS), Internal Revenue Service (IRS), 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

​

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 TRA

16. Specific lobbying issues

H.R. 3163/S. 2520, Transportation-HUD Appropriations, FY 2020 - Lobbied for funding for infrastructure and transportation safety (including autonomous vehicle) research.

Discussed traffic safety and older pedestrians (no bill number).

Discussed safe road design for all users of the road (no bill number).

Discussed mobility options for older Americans, including public transportation, non-emergency medical transportation, and human services transportation coordination (no bill number).

Discussed autonomous vehicle safety and accessibility (no bill number).

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

U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Transportation - Dept of (DOT)

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

​

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 LBR

16. Specific lobbying issues

H.R. 2740, Labor-HHS Appropriations, FY 2020 - Lobbied to protect funding for DOL SCSEP and CNCS Senior Corps program.

H.R. 1168 - Working on Rewarding and Keeping Employees Resilient (WORKER) Act. Discussed bill and provisions on transition assistance.

H.R. 1230/S.485 - Protecting Older Workers Against Discrimination Act. Supported bill and discussed Parental Leave program with staff.

H.R. 3130 Age Discrimination in Employment Parity Act.

No bill. Discussed age discrimination reforms generally in both House & Senate.

S. 219, Discussed Geriatrics Workforce Improvement Act.

No bill number. Discussed caregiver discrimination bill with Senate staff.

Discussed minimum wage/overtime rule for home care workers.

Discussed paid family leave with House and Senate staff.

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

​

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 FIN

16. Specific lobbying issues

H.R. 3351/S.2524 Financial Services & General Government Appropriations bill, FY 2020 - Fiduciary Duty, and Taxpayer Assistance Programs.

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.

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

Securities & Exchange Commission (SEC), 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

​

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

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.

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

U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Office of Personnel Management (OPM), Securities & Exchange Commission (SEC), Labor - Dept of (DOL)

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

​

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

H.R. 3055/S.2584 Commerce, Justice, and Science Appropriations, FY 2020 - lobbied in support of Legal Services Corporation, full funding for Census Bureau American Community Survey and in opposition to policy riders affecting access to the Internet.

H.R. 1230/S.485 - Protecting Older Workers Against Discrimination Act. Supported bills.

No bill. Discussed age discrimination reforms generally.

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

​

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

H.R. 3164, H.R. 3055, H.R. 2960, H.R. 3351, H.R. 2740, H.R. 3163/S.2584, Agriculture-Rural Development, Commerce, Science & Justice Appropriations, Energy & Water Appropriation, Financial Services & General Government Appropriations, Labor-HHS Appropriations, and Transportation-HUD Appropriations bills, FY 2020 - lobbied to protect funding levels for federal programs, including all which provide health care, nutrition, housing, weatherization, energy assistance, legal aid and financial security.

P.L. 115-119 - discussed RAISE Family Caregivers Act implementation and appropriations with Senate staff

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

​

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 TEC

16. Specific lobbying issues

S. 151 - The Telephone Robocall Abuse Criminal Enforcement and Deterrence (TRACED) Act - Discussed bill

H.R. 3375 - Discussed the Stopping Bad Robocalls Act

H.R. 4229 - Discussed the Broadband Deployment Accuracy and Technological Availability Act

H.R. 4227 - Discussed the Mapping Accuracy Promotes Services Act

Senate, No bill number - Discussed Robocalls, Fraud, and Scams affecting older Americans

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

​

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 HOU

16. Specific lobbying issues

H.R. 3163/S.2584, H.R. 3164, Transportation-HUD and Agriculture-RD Appropriations, FY 2020 - Lobbied for HUD and USDA rental assistance and new construction (Section 8 and 515).

S.1772, The Task Force on the Impact of the Affordable Housing Crisis Act.

Discussed housing programs and issues including healthy aging in place, accessory dwelling units, and shared housing.

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

U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Housing & Urban Development - Dept of (HUD)

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

​

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 DIS

16. Specific lobbying issues

No bill number - discussed emergency preparedness regulations for nursing homes.

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

​

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 CSP

16. Specific lobbying issues

S.149/H.R. 1610 Stop Seniors Scam Act.

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

​

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 VET

16. Specific lobbying issues

No bill number. Sent letter to the Veterans Administration on behalf of nominee to the Veterans Family, Caregiver, and Survivor Advisory Committee.

P.L. 115-119, RAISE Family Caregivers Act -discussed the law, family caregiving, and issues relating to military caregivers with Senate staff.

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

​

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 POS

16. Specific lobbying issues

No bill number. Discussed US Postal Service and mail carriers checking on older adults.

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

General Services Administration (GSA)

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 INS

16. Specific lobbying issues

No bill number, Federal Interagency Task Force on Long-Term Care Insurance - discussed private long-term care insurance.

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

Health & Human Services - Dept of (HHS), Internal Revenue Service (IRS), Centers For Medicare and Medicaid Services (CMS), Office of Management & Budget (OMB), 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

​

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 AGR

16. Specific lobbying issues

No bill number - Discussed the Supplemental Nutrition Assistance Program with House staff.

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

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

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