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

Discussed nutrition for older adults with GAO staff.

Discussed the National Strategy to Increase Life Expectancy Act (no bill number) and provided feedback to House staff.

Discussed Medicare Advantage (MA) benchmark caps and the impact on certain states.

Discussed Administration rules (Short-Term Limited Duration Plans and Association Health Plans) with House and Senate staff. Also, discussed Senate introduction of Congressional Review Act (CRA) resolution that would allow Congress to roll back the Short-Term Limited Duration Plan rule.

Discussed support for the medical expense deduction.

H.R.6157, Department of Defense and Labor, Health and Human Services, and Education Appropriations Act, 2019 and Continuing Appropriations Act, 2019 - Lobbied in support of increased funding for CMS' state survey and certification program and opposition to hostile policy riders regarding Patient Protection and Affordable Care Act, and various related medical care research and Older Americans Act programs.

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

U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Government Accountability Office (GAO)

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 MMM

16. Specific lobbying issues

H.R. 6690, the Fighting Fraud to Protect Care for Seniors Act - Sent letter of endorsement.

Discussed health data sharing and interoperability with ONC.

Discussed value-based insurance design and bundled payment models with CMS.

Discussed dental, vision, and hearing care and coverage with House and Senate staff.

Discussed health care price transparency with Senate staff.

Discussed Medicare reimbursement for evaluation and management codes with House staff.

Discussed Medicare Part D improvements and policies with House and Senate staff.

Discussed Medicare Part B payments for prescription drugs with House staff.

Shared information about Across the States: Profiles in Long-Term Services and Supports (no bill number) with House and Senate staff.

Provided information regarding nursing homes to Senate staff.

Discussed and provided feedback on nursing home bill (no bill number) to Senate staff.

Discussed nursing homes, nursing home quality, oversight and enforcement with CMS staff.

Sent materials from Family Caregiving: Medicare and Medicaid briefing to House and Senate staff attendees.

H.R.6157, Department of Defense and Labor, Health and Human Services, and Education Appropriations Act, 2019 and Continuing Appropriations Act, 2019 - Lobbied in support of increased funding for CMS' state survey and certification program and in opposition to hostile policy riders regarding Patient Protection and Affordable Care Act, and various related medical care research and Older Americans Act programs.

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

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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 PHA

16. Specific lobbying issues

Discussed efforts to include harmful prescription drug policies in NAFTA with House and Senate staff.

H.R. 2212/ S. 974, CREATES Act - Discussed support of bill.

H.R. 2439/S.1131, FAIR Drug Pricing Act - Discussed support of bill.

S. 124, The Preserve Access to Affordable Generics Act - Discussed support of bill.

Part D Deal in Bipartisan Budget Act, Met with House offices to reiterate our support for the deal; sent multiple letters to House and Senate leadership; discussed support for the deal with House and Senate staff.

Discussed the Presidents Prescription Drug Blueprint and RFI.

S. 1091, the Supporting Grandparents Raising Grandkids Act - Advocated for passage of bill.

S. 2553, Know the Lowest Price Act - Endorsed legislation.

S.2554, Patient Right to Know Act - Endorsed legislation.

Discussed opioid abuse legislation to address opioid abuse and misuse.

Discussed possible ways to improve Medicare Part D.

Discussed Rx Price Watch Reports and the impact of high drug costs.

Discussed drug pricing reforms AARP supports, including secretarial negotiation, importation, reducing exclusivity for biologics, and ending pay-for-delay deals.

Discussed family caregiving, opioids, and Supporting Grandparents Raising Grandchildren Act (P.L. 115-196, S. 1091/H.R. 3105).

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

U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, White House Office, 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

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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

P.L. 115-119, RAISE Family Caregivers Act - Discussed implementation and funding with ACL, HHS, Senate, and House staff.

S. 1151/H.R. 2505, Credit for Caring Act, H.R. 3493, Care Corps Demonstration Act; Assisting Caregivers Today (ACT) Caucus - Discussed these bills and the ACT Caucus, family caregiving more broadly and the long-term care/direct care workforce. Shared information and data on family caregiving and suggested other resources with Senate staff.

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.

No bill number, Guardianship Abuse Prevention Act - Provided feedback on draft bill for Senate staff.

No bill number, Lifespan Respite Care Reauthorization Act of 2018 - Discussed and provided feedback on family caregiving bill with House staff.

H.R. 3493, Care Corps Demonstration Act - Provided feedback on revised bill and discussed the legislation with House staff.

Discussed social isolation with Senate staff.

H.R. 2535/S. 1188, Lifespan Respite Care Reauthorization Act; H.R. 4219, the Workflex in the 21st Century Act; Assisting Caregivers Today (ACT) Caucus; Older Americans Act law (no bill number) - Discussed these bills, family caregiving broadly and paid direct care workforce issues. Shared information and data on family caregiving and suggested other resources.

Sent materials from Family Caregiving: Medicare and Medicaid briefing to House and Senate staff attendees.

Discussed Patient Choice and Quality Care Act (S. 1334/H.R. 2797), Elder Abuse Prevention and Prosecution Act (P.L. 115-70) and guardianship broadly in response to Senate Aging Committee stakeholder inquiry.

H.R.6157, Department of Defense and Labor, Health and Human Services, and Education Appropriations Act, 2019 and Continuing Appropriations Act, 2019 - Lobbied in support of funding for various programs, including Social Security administrative expenses, senior nutrition (USDA Commodity Supplemental Food program and Older Americans Act Title III), caregiving, energy assistance, supportive services, housing and volunteer community service programs.

Sent Treasury letter requesting guidance on the recently enacted tax credit to encourage employers to provide paid family and medical leave.

Discussed opposition to paid family leave through Social Security.

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), Government Accountability Office (GAO), 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 TAX

16. Specific lobbying issues

Discussed support for medical expense deduction in Tax 2.0 House legislation.

Discussed potential reintroduction of permanent legislation regarding medical expense deduction in Senate.

S. 1151/H.R. 2505, Credit for Caring Act - Discussed bill and provided information in response to questions related to the bill with Senate and House staff.

Discussed family caregiving, nutrition, SNAP with House 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 to protect and enhance funding levels for IRS VITA & TCE taxpayer assistance programs.

Sent Treasury letter requesting guidance on the recently enacted tax credit to encourage employers to provide paid family and medical leave.

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

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

16. Specific lobbying issues

S. 1885, AV START Act - Discussed autonomous vehicle legislation and improvements to the bill.

Discussed traffic safety and older pedestrians.

Discussed safe road design for all users of the road.

HR 3388, SELF DRIVE Act - Discussed bill.

H.R. 4/S. 1405/H.R. 302, FAA Reauthorization Act of 2018 - Opposed imposition of mandatory retirement age for pilots.

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 to protect and enhance funding levels for local government transportation projects (TIGER/BUILD) and NHTSA research re autonomous vehicles and other advanced vehicle technologies.

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

U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Natl Highway Traffic Safety Administration (NHTSA), Federal Highway Administration (FHA)

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 LBR

16. Specific lobbying issues

H.R. 2650/S. 443, Protecting Older Workers Against Discrimination Act - Supported bill.

H.R. 4/S. 1405/H.R.302, FAA Reauthorization Act of 2018 - Opposed to imposition of mandatory retirement age for pilots.

H.R. 4219, Workflex in the 21st Century Act - Opposed bill to preempt state and local leave and other related laws.

H.R. 4942, Building U.S. Infrastructure by Leveraging Demands for Skills (BUILDS) Act - Discussed issues related to bill (no position taken).

H.R.6157, Department of Defense and Labor, Health and Human Services, and Education Appropriations Act, 2019 and Continuing Appropriations Act, 2019 - Lobbied in support of older worker training programs and in opposition to further constraints upon ERISA conflicts of interest regulation.

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 FIN

16. Specific lobbying issues

Discussed concerns regarding the SECs proposed rulemaking on Regulation BI.

Filed a letter and research findings with the SEC in support of a uniform standard that would apply to both broker-dealers and investment advisers when providing personalized investment advice to retail investors, as well as, recommendations for improving its proposed Client Relationship Summary.

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 SEC's proposed rulemaking on Regulation BI and on the CRS disclosure form.

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

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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 RET

16. Specific lobbying issues

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.

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

U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Securities & Exchange Commission (SEC), Government Accountability Office (GAO), 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

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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

H.R. 2650/S. 443, Protecting Older Workers Against Discrimination Act - Supported bill.

H.R. 4/S. 1405/H.R. 302, FAA Reauthorization Act of 2018 - Opposed to imposition of mandatory retirement age for pilots.

Supported creating requirement for fitness centers to have at least one exercise machine accessible to persons with disabilities (no bill).

S. 2994/S. 2988/H.R. 6406, EMPOWER Act - Supported legislation to respond to workplace harassment.

H.R. 5952/S. 3072, Commerce, Science & Justice Appropriations bill for FY 2019 - 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.

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 BUD

16. Specific lobbying issues

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, 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, H.R. 5952/S. 3072,Commerce, Justice, Science, and Related Agencies Appropriations Act, 2019, and H.R.5895, Energy and Water, Legislative Branch and Military Construction-Veterans Affairs Appropriations Act, 2019 - Lobbied to protect funding levels for federal programs which provide health care, nutrition, housing, energy assistance, legal aid and retirement security.

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 TEC

16. Specific lobbying issues

Discussed issues related to robocalls with Senate staff.

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

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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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

H.R. 2, Agriculture Improvement Act of 2018 - Discussed the Supplemental Nutrition Assistance Program (SNAP) and Commodity Supplement Food Program (CSFP) with House and Senate staff.

Discussed issue of grandparents caring for grandchildren and barriers to accessing SNAP with Senate staff.

Discussed nutrition programs including the Supplemental Nutrition Assistance Program (SNAP) with USDA.

S. 2085, Nourishing Our Golden Years Act - Discussed support of bill.

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 support of increased funding for Commodity Supplemental Food Program.

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

U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Agriculture - Dept of (USDA)

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 HOU

16. Specific lobbying issues

Submitted comment on Affirmatively Furthering Fair Housing: Withdrawal of the Assessment Tool for Local Governments to HUD.

H.R. 6509, Eleanor Smith Inclusive Home Design Act of 2018 - Discussed with staff and supported bill.

Submitted comments on Disparate Impact Rule Notice of Proposed Rulemaking to HUD.

S. 3231, Task Force on the Impact of the Affordable Housing Crisis Act - Supported bill and discussed with Senate staff.

S.3499, Outdoors for All Act of 2018 - Supported bill.

Discussed shared housing with HUD.

Discussed accessory dwelling units with HUD.

Discussed healthy aging in place with HUD.

Discussed Home Equity Conversion Mortgage (HECM) program/reverse mortgages with GAO staff.

S. 3503, American Housing and Economic Mobility Act - Discussed bill with Senate 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 for increased funding for various capital and rental assistance programs and in opposition to proposed changes to minimum rents and elimination of some income deductions.

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

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

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 VET

16. Specific lobbying issues

H.R.5895, Energy and Water, Legislative Branch and Military Construction-Veterans Affairs Appropriations Act, 2019 - Lobbied in support of final rule granting full practice authority to advanced practice registered nurses to ensure quick implementation.

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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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