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LOBBYING REPORT |
Lobbying Disclosure Act of 1995 (Section 5) - All Filers Are Required to Complete This Page
2. Address
| Address1 | 111 K Street, NE |
Address2 | Suite 700 |
| City | WASHINGTON |
State | DC |
Zip Code | 20002-8110 |
Country | USA |
3. Principal place of business (if different than line 2)
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5. Senate ID# 27467-12
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6. House ID# 303670000
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| TYPE OF REPORT | 8. Year | 2023 |
Q1 (1/1 - 3/31) | Q2 (4/1 - 6/30) | Q3 (7/1 - 9/30) | Q4 (10/1 - 12/31) |
9. Check if this filing amends a previously filed version of this report
| 10. Check if this is a Termination Report | Termination Date |
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11. No Lobbying Issue Activity |
| INCOME OR EXPENSES - YOU MUST complete either Line 12 or Line 13 | |||||||||
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| 12. Lobbying | 13. Organizations | ||||||||
| INCOME relating to lobbying activities for this reporting period was: | EXPENSE relating to lobbying activities for this reporting period were: | ||||||||
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| Provide a good faith estimate, rounded to the nearest $10,000, of all lobbying related income for the client (including all payments to the registrant by any other entity for lobbying activities on behalf of the client). | 14. REPORTING Check box to indicate expense accounting method. See instructions for description of options. | ||||||||
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Method A.
Reporting amounts using LDA definitions only
Method B. Reporting amounts under section 6033(b)(8) of the Internal Revenue Code Method C. Reporting amounts under section 162(e) of the Internal Revenue Code |
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| Signature | Digitally Signed By: Max Richtman |
Date | 7/20/2023 11:21:06 AM |
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
President Bidens Fiscal Year (FY) 2024 Budget (No bill): Proposals in the Biden Administrations FY 2024 budget proposal submitted to Congress, specifically on provisions pertaining to Departments of Labor, Health and Human Services, Education and Related Agencies appropriations for the Social Security Administrations (SSA) operating budget including the funding level requested by the SSA to the Office of Management and Budget (OMB), the Presidents funding level, restoration of Social Security statement mailings to all workers, providing sufficient funds for SSA field offices, Older Americans Act programs, State Health Insurance Assistance Program funding, the Community Service Employment Program, the Social Services Block Grant, the Community Services Block Grant, and the Low-Income Home Energy Assistance Program.
Debt limit. Proposals to increase or suspend the national debt limit with no additional provisions (clean debt limit); Limit, Save, Grow Act (H.R. 2811), specifically provisions reducing the Limitation on Administrative Expenses (LAE) for the Social Security Administration and funding for programs administered under the Older Americans Act; the Fiscal Responsibility Act of 2023 (H.R. 3726), specifically provisions funding SSA and programs relating to older Americans.
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), Health & Human Services - Dept of (HHS)
18. Name of each individual who acted as a lobbyist in this issue area
| First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Max |
Richtman |
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Dan |
Adcock |
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Anne |
Montgomery |
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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
Medicare Observation Stays. (No bill): Proposals to count time spent in observation status toward the three-day prior inpatient stay required under Medicare for coverage of a subsequent stay in a skilled nursing facility.
Medicare Drug Prices (No bill): Proposal to have the Biden Administration lower the price of the prostate cancer drug Xtandi through executive action by using so-called march-in rights under the Bayh-Dole Act; to amend the Federal Food, Drug, and Cosmetic Act to grant eligible researchers access to drugs or biologic products for research purposes at a price no higher than the cost to the manufacturer; to block so-called Dispense-As-Written campaigns where drug manufacturers incentivize health care providers to specify a brand drug on a prescription to block generic substitution at the pharmacy. These campaigns increase drug spending by encouraging overuse of brand drugs when cheaper, equally effective generic alternative is available; and to reduce the period after Food and Drug Administration approval where a brand manufacturer could exclusively market their drug in the United States from 12 years to five years. This reduced exclusivity period would hasten the introduction of lower cost biosimilars to the market, helping bring down cost for consumers.
Medicare Drug Costs. Pharmaceutical Research Transparency Act of 2023 (S. 1476 and H.R. 3160): Proposal to amend the Public Health Service Act and the Security Exchange Act to require pharmaceutical manufacturers to report their costs related to clinical trials and research and development.
Medicare Drug Savings. Seniors Securing Access to Vital and Essential Prescription Drugs Act (H.R. 2893): Proposals to discount the treatment of eligible retirement plans in determining the eligibility of individuals for premium and cost sharing subsidies under Part D of the Medicare program. (No bills): Proposals to eliminate the Medicare Part D low-income subsidy programs asset test and raise the income eligibility levels to 200 percent of the federal poverty level.
Medicare Prescription Drugs. Drug Costs. Inflation Reduction Act (Public Law No: 117-169): Proposal to allow Medicare to negotiate prices with drug makers, cap prices at inflation in Part B and D, cap beneficiary out-of-pocket costs in Part D, eliminate cost-sharing for vaccines, eliminate cost-sharing in the catastrophic phase of Part D, and raise the income threshold for the low-income subsidy.
Medicare Prescription Drugs. Affordable Pricing for Taxpayer-Funded Prescription Drugs Act of 2023 (H.R. 3039): Proposes to require companies that receive federal funding for research (or a license of the rights to a patent or regulatory test data) for a biomedical product or service to agree to set reasonable prices for the resulting biomedical product or service and authorize to determine a reasonable price based on a formula that ensures the U.S. price for the product or service is not more than the median price for the product or service in Canada and six other reference countries with, based on specified criteria, large economies and high incomes.
Medicare Reform. Assuring Medicares Promise Act (H.R. 34): Proposal to close the loophole for wealthy individuals to bypass paying net investment income tax (NIIT) and would direct the revenue to the Hospital Insurance Fund, which pays for Medicare Part A that covers inpatient care in hospitals.
Medicare Dental Coverage. Medicare Dental Benefit Act (S. 2012): Proposal to add a dental benefit to Medicare.
Medicare Hearing Coverage. The Medicare Hearing Aid Coverage Act of 2021 (H.R. 244): Proposal to expand Medicare coverage to include hearing aids and services for seniors under Part B of the Medicare program.
Medicare call center (No bill): Proposal to address the poor working conditions of the call center workers employed by Maximus, a federal contractor with the Department of Health and Humans Services/Center for Medicare and Medicaid Services) HHS/CMS.
Public Health emergency (No bill): Proposals to ensure the transition out of the public health emergency doesnt create enrollment or coverage gaps for Medicare eligible individuals.
Medicare Advantage. (No bill): Proposals to create transparency around Medicare Advantage plans use of prior authorization and supplemental benefits that are not offered under traditional Medicare.
Medicare Privatization (No bill): Proposals to create reimbursement policies in traditional Medicare that mimic those used by private health insurance plans.
Medicaid Home And Community-Based Services. Inflation Reduction Act (Public Law No: 117-169): Proposals to expand Medicaid home and community-based services and the Medicare savings programs.
Medicaid Home And Community-Based Services. HCBS Access Act (H.R. 1493 and S. 762). Proposals to make home and community-based services (HCBS) a mandatory benefit within Medicaid, and to ensure eligible older adults and people with disabilities have the option to choose between home care and institutional care.
Medicare and Medicaid Nursing Homes. Nursing Home Disclosure Act (H.R. 177). Proposal to direct HHS to establish a national registry of medical directors.
Medicare and Medicaid Nursing Home Ownership. (No bill) Supporting the strengthening of proposed HHS regulations for comprehensive ownership disclosure in the nursing home sector, and for national safe staffing standards.
Medicaid Long-Term Services and Supports (LTSS). (No bill): To request that CMS collect standardized LTSS expenditure data annually from every state and across all LTSS programs and for disaggregation of expenditure data by the delivery system and demographic characteristics in order to identify disparities in access and use of LTSS and help states and CMS deploy targeted strategies to meet the needs of older adults and people with disabilities.
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), Administration on Aging, Executive Office of the President (EOP), Food & Drug Administration (FDA)
18. Name of each individual who acted as a lobbyist in this issue area
| First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Max |
Richtman |
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Dan |
Adcock |
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Anne |
Montgomery |
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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
Social Security Cost of Living Adjustment (COLA). The Fair COLA for Seniors Act (H.R. 716) and Social Security Cost of Living Increase Act (H.R. 1688): Proposals to adopt the Consumer Price Index for the Elderly (CPI-E) for the purpose of determining COLAs for Social Security beneficiaries.
Social Security Expansion. The Social Security 2100 Act: A Sacred Trust (H.R. 4583): 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. 393 and H.R. 1046): A bill to enhance Social Security benefits and ensure the long-term solvency of the Social Security program. The Safeguarding American Families & Expanding Social Security Act (No bill): Various provisions updating and modernizing Social Security benefits and extending solvency of the Social Security Trust Funds. Protecting and Preserving Social Security Act (No bill): A bill 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. Protecting Our Widows and Widowers in Retirement Act (H.R. 3926): a bill to improve benefits for widows and widowers in two-income households.
Social Security Privatization and Benefit Cuts. (No bill): 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 (S. 1211 and H.R. 3729): 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 Government Pension Offset and Windfall Elimination Provision. The Social Security Fairness Act of 2023 (H.R. 82 and S. 597) and the Public Servants Protection and Fairness Act (H.R. 4260): Proposals to repeal or modify the Government Pension Offset and Windfall Elimination Provision.
Fairness in Social Security Act (H.R. 4348): 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.
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): 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. (No bill): 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 because of the COVID-19 pandemic.
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 (H.R. 4143 and S. 2204): Legislation 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): Legislation to strengthen and restore the SSI program.
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. (No bill or regulation): Supporting the Department of Labor moving forward with a modernization of the fiduciary rule and any supporting regulatory changes.
Social Security Administration. The Improving Social Securitys Service to Victims of Identity Theft Act (H.R. 3765, H.R. 3784): Improving 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 in support of Omitting Food from In-Kind Support and Maintenance Calculations, Docket No. SSA-2021-0014.
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, 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
| First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Max |
Richtman |
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Dan |
Adcock |
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Anne |
Montgomery |
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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 GOV
16. Specific lobbying issues
Social Security and Medicare Trust Fund Committees. (No bill): Proposals to set a process to require Congress to consider recommendations made by committees created by this legislation that would likely include plans to cut Social Security and Medicare benefits.
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.
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
| First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Max |
Richtman |
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Dan |
Adcock |
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Anne |
Montgomery |
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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
Age Discrimination. The Protecting Older Workers Against Discrimination Act (S. 1030): 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 Act (H.R. 3491): Prohibits 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
| First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Max |
Richtman |
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Dan |
Adcock |
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Anne |
Montgomery |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
Information Update Page - Complete ONLY where registration information has changed.
20. Client new address
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21. Client new principal place of business (if different than line 20)
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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
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ISSUE UPDATE
24. General lobbying issue that no longer pertains
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AFFILIATED ORGANIZATIONS
25. Add the following affiliated organization(s)
Internet Address:
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26. Name of each previously reported organization that is no longer affiliated with the registrant or client
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FOREIGN ENTITIES
27. Add the following foreign entities:
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28. Name of each previously reported foreign entity that no longer owns, or controls, or is affiliated with the registrant, client or affiliated organization
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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?
| Lobbyist Name | Description of Offense(s) |