LD-2 Disclosure Form

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

1. Registrant Name Organization/Lobbying Firm Self Employed Individual

AARP

2. Address

Address1

601 E St, NW

Address2

City

Washington

State

Zip Code

20049

Country

USA

3. Principal place of business (if different than line 2)

City

State

Zip Code

Country

4a. Contact Name		b. Telephone Number	c. E-mail
Mr.	David Certner	2024343750	LDAFiling@aarp.org

5. Senate ID#

1694-12

7. Client Name	Self	Check if client is a state or local government or instrumentality
AARP

6. House ID#

306360000

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.

H.R. 946, the Plain Language Act of 2009-Lobbied for the use of plain language in communications between the federal government and the public.
Discussed suitability of sale of annuities (no bill).
H.R. 1705/S. 566, the Financial Product Safety Commission of Act of 2009 - Lobbied for support for the bills.
Discussed financial regulatory reforms, including consumer and investor protections, a potential systemic risk regulator, and consolidation of agencies (no bill).
H.R. 3126, the Consumer Financial Protection Agency Act of 2009 - Lobbied to preserve states' authority to adopt and apply consumer protection laws, preserve state Attorney Generals' authority to enforce consumer protection laws, and preserve CFPA's authority to endorce rules it adopts.
H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act of 2009 - Lobbied for increased transparency of 401(k) fees paid for by plan participants.
H.R. 1988, Conflicted Investment Advice Prohibition Act of 2009 - Lobbied to ensure that individually directed account plan participants received investment advice from qualified advisors who are free from financial conflicts of interests.
H.R. 2779, Defined Contribution Plan Fee Transparency Act of 2009 - Lobbied for increased transparency of 401(k) fees paid for by plan participants.
H.R. 2989, 401(k) Fair Disclosure and Pension Security Act of 2009 - Lobbied for increased transparency of 401(k) fees paid for by plan participants and to ensure that individually directed account plan participants received investment advice from qualified advisors who are free from financial conflicts of interests.
H.R. 3936 - Preserve Benefits and Jobs Acts of 2009 - Discussed need for pension funding relief in light of the combined impact of the U.S. recession and the funding requirements of the 2006 Pension Protection Act.
S. 2832, Lifetime Income Disclosure Act - Lobbied in support of this legislation, which would provide individuals a better understanding of the lifetime value of their 401(k) plan assets by including in a yearly benefit statement a conversion of their total accrued benefits into a monthly dollar amount as if they had opted to receive a lifetime annuity.
H.R. 4173, the Wall Street Reform and Consumer Protection Act of 2009 - Lobbied in favor of financial regulatory reforms, including consumer and investor protections, a potential systemic risk regulator, and consolidation of agencies.
H.R. 4849, the Small Business and Infrastructure Jobs Tax Act of 2010 - Discussed the potential inclusion of 401(k) fee disclosure and pension funding relief provisions within the bill. Ultimately, these provisions were not included in the legislation.
Restoring American Financial Stability Act of 2010 - Lobbied for support of the bill and to preserve consumer and investor protections, preserve states authority to enforce consumer protection laws and CFPA's authority to enforce rules it adopts.

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

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

Labor, HHS, Education and related agencies appropriations bill for FY 2011 - Lobbied for funding for SSA, Older Americans Act programs. Lifespan Respite Care Act, Nursing Education/Workforce Development, National Corporation for Community Service (Kennedy Serve America Act), among other items, LIHEAP and weatherization. (no bill)
House Amendment to Senate Amendment to H.R.2847 - "Jobs for Main Street Act" - Discussed redirection of some TARP funds to extend unemployment insurance and COBRA eligibility and FMAP assistance to state governments.
H.R. 4691, Temporary Extension Act of 2010 - Lobbied for extension of UI benefits.
H.R. 4899, Disaster Relief and Summer Jobs Act of 2010 - Lobbied for inclusion of other non-defense discretionary funding levels for FY 2011.

U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Treasury - Dept of, Social Security Administration (SSA), Labor - Dept of (DOL), Internal Revenue Service (IRS), White House Office, Centers For Medicare and Medicaid Services (CMS), Office of the Vice President of the United States

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

H.R.1604 Universal Right to Vote by Mail Act; H.R.2510 Absentee Ballot Track, Receive, and Confirm Act; H.R.2393 Military Voting Protection Act; H.R. 1739 Overseas Voting Practical Amendments Act - Discussed proposed legislation addressing voting
rights and access.
Discussed age discrimination and workforce protections (no bill).
H.R. 2006/S.795 Elder Justice Act - Lobbied for coordination of state and federal resources to combat elder abuse and exploitation and inclusion of bill in healthcare reform legislation.
H.R. 3040 The Senior Financial Empowerment Act of 2009 - Lobbied in support of bill that would control mail, telemarketing, and Internet fraud targeting seniors.

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

HR 2454, American Clean Energy and Security Act - Discussion of AARP's concern that any approach creating a national cap and trade program for carbon emission reduction include provisions assuring that revenues from sales of emission allowances be used to mitigate cost increases for electricity ratepayers generally and provide additional assistance to low-income and fixed-income households to help defray higher utilities costs.
Discussion of possible introduction as separate legislation an expanded proposal, similar to language included as an amendment to HR 2454, to create an independent Office of Consumer Advocate in the Federal Energy Regulatory Commission to represent residential utilities ratepayers in FERC proceedings and rule making (no bill).
S.1733 Clean Energy Jobs and American Power Act - Discussed inclusion of low-income and consumer protection language in bill.
S.2877 CLEAR Act (Carbon Limits and Energy for America's Renewal) - Lobbied to include provisions in the bill to protect rate payers and low income households.
Labor, HHS, Education and related agencies appropriations bill for FY 2010 - Lobbied for funding for SSA, Older Americans Act programs, Lifespan Respite Care Act, Nursing Education/Workforce Development, National Corporation for Community Service (Kennedy Serve America Act), among other items, LIHEAP, and weatherization. (no bill)

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

Discussed AARP's 2010 Advocacy Agenda with members of Congress and their staff. (No bill)
H.R.946/S.574 Plain Language Act - Discussed using plain language in financial disclosure.

H.R.2920 Statutory Pay-As-You-Go Act - Discussed potential impact of legislation on important programs affecting the elderly.
Discussed proposal to create a House Special Committee on Aging to mirror the Senate Special Committee on Aging (no bill number).
H.J. Res.45, Statutory Debt Limit - Lobbied to defeat the Conrad-Gregg amendment.

U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Securities & Exchange Commission (SEC)

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

H.R.3590, Patient Protection and Affordable Care Act - Lobbied in support of health care legislation that would reform the health care system to provide affordable quality health care and expand access to long-term services and supports.

Provided information on the need for nursing education capacity and the retention of newer and older nurses in the workplace (no bill). Discussed the need for bipartisan action on health care reform legislation, such as affordable and accessible quality healthcare with a focus on the 50-64 year old population. (no bill)
Discussed healthcare reform and issues around the public plan option (no bill).
S.1569/H.R.3185 Medicare Graduate Nursing Education Act - Advocated for modernizing Medicare funding so that nursing education funds are directed to advanced nurse practice programs to
help produce more highly-skilled nurses to care for the Medicare population. (no bill)
S. 623/HR 1558, Pre-existing Condition Patient Protection Act of 2009 - Lobbied in support of bill that would prohibit insurers from denying health insurance or delaying coverage for people with pre-existing conditions.
H.R. 2778, Health Equity and Accountability through Research Act of 2009 - Lobbied in support of bill that would address racial and ethnic disparities in care.
S. 979/HR 2360, Small Business Health Options Programs Act - Lobbied in support of bill that would establish a nationwide health insurance purchasing pool for small businesses and the self-employed that would offer a choice of private health plans and make health coverage more affordable, predictable and accessible.
H.R. 3200, America's Affordable Health Choices Act/S. 1679, Americas Health Choices Act/S.1796 America's Healthy Future Act ) Discussed need for affordable quality healthcare, delivery system reform, ending age discrimination in the health insurance industry, ending rating by health condition or any proxy, closing the doughnut hole, creating a pathway for generic biologics, allowing and funding states to provide home and community based services, creating a transitional benefit or other transitional care provisions in medicare and expanding the asset limit to qualify for low-income programs in medicare, establishing CLASS program.
S.1213, Patient-Centered Outcomes Research Act - Lobbied in support of bill that would create a public-private partnership to conduct and disseminate comparative effectiveness research.
S. 726/H.R. 1427, Promoting Innovation and Access to Life Saving Medicines - Discussed legislation which would create a pathway for approval of safe, effective biosimilar and generic biologic drugs.
H.R. 3090, Health Equity and Accountability Act - Discussed need to end racial and ethnic disparities in care.
Labor, HHS, Education and Related Agencies Appropriations Act FY 2011 - Lobbied for funding for healthcare services, research and training involving NIH, AHRQ, CMS, HRSA, HHS and AOA. (no bill)
H.R. 4872, Health Care and Education Reconciliation Act - Lobbied in support of health care legislation which makes improvements such as closing the Part D coverage gap, in the Patient Protection and Affordable Care Act.

U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Health & Human Services - Dept of (HHS), White House Office, Centers For Medicare and Medicaid Services (CMS), Office of Management & Budget (OMB), Office of Personnel Management (OPM), Office of the Vice President of the United States, Administration on Aging, Health Resources & Services Administration (HRSA)

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

H. R. 1728, Mortgage Reform and Anti-Predatory Lending Act - Discussed proposed Duty of Care Standards for mortgage originators, the adequacy of proposed enforcement and the need for, and applicability of such standards for reverse mortgages.
Discussed legislation to be introduced to enhance current protections for borrowers and prospective borrowers of FHA-insured Home Equity Conversion Mortgages (HECM) and provide for new disclosure, marketing and underwriting standards for non-HECM reverse mortgages. (no bill)
S. 118 Supportive Housing for the Elderly Act - Discussed legislation to provide for rehabilitation of existing rental housing units constructed under the HUD Section 202 housing program and to allow greater flexibility in combining HUD rehabilitation funding with other sources of funding.
H.R. 1408 Inclusive Home Design Act of 2009 - Discussed legislation to require all newly constructed and federally-assisted single-family house to meet minimum standards of accessibility and visitability by persons with disabilities.
Home Equity Conversion Mortgage Program Amendments - Discussed draft amendments to upcoming housing legislation to change calculation of premium costs relating to reverse mortgages for manufactured housing units on fixed foundations under HUD's Home Equity Conversion Mortgage program (no bill).
Transportation, HUD and related agencies appropriations bill for FY 2011 - Lobbied for HECM credit subsidy, senior housing construction and rental assistance, and senior transit programs. (no bill)
H.R. 529/S.365, Nationwide Mortgage Fraud Taskforce Act of 2009 - Discussed establishing taskforce in Department of Justice.
Disucssed proposed legislation to update program requirements and enhance consumer protections fore borrowers of Home Equity conversion Mortgages (no bill).

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

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

S.330/H.R.684, Medicare Prescription Drug Savings and Choice Act of 2009 - Discussed legislation which would create a government-operated Medicare prescription drug plan.
Provided information on the need for nursing education capacity and the retention of newer and older nurses in the workplace (no bill).
S.683/H.R.1670, Community Choice Act - Supported Community First Choice Option version of this legislation in health care reform.
S.245/H.R. 468/S.434/H.R.2688, Retooling the Health Care Workforce for an Aging America Act and possible amendments, in healthcare reform, including Family Caregiving provisions.
S.113/H.R.2560, Empowered at Home Act and the Independence at Home Act - Discussed long-term care and chronic care legislation that AARP endorsed and provisions included in health reform legislation.
S.631/H.R.2223, Patient Safety and Abuse Prevention Act - Support for legislation in healthcare reform on criminal background checks for employees of long-term care providers and specific bill provisions.
S. 697/H.R.1721, Class Act - Discussed provisions of CLASS in House and Senate health reform bills and urged inclusion of CLASS in Senate and House HCR legislation.
S.1131/H.R.2560 Independence at Home Act - Discussed AARP's support for this Medicare care coordination bill; and it's inclusion in health reform legislation.
Discussed healthcare coverage for the 50-64 year old population, age rating, and closing the doughnut hole.
S.1133/H.R. 2580, Empowering Medicare Patient Choices Act - Discussed legislation that would promote patient decision aids to help people make informed, evidence-based decisions about health care treatment options.
H.R. 2773/S 1295, Medicare Transitional Care Act of 2009 - Discussed legislation that would reduce unnecessary hospital readmissions, improve quality for Medicare beneficiaries, and reduce wasteful spending in Medicare; worked to incorporate bill and its elements into health reform legislation.
S. 960, Medicare Early Access Act of 2009 - Support for legislation to let Americans aged 55-64 who are otherwise without access to group or public coverage buy into Medicare.
H.R. 2700, Prescription Coverage Now Act of 2009 - Discussed legislation that would assist low-invome individuals in obtaining subsidized prescription drug coverage under the Medicare prescription drug program by expediting the application and qualification process and by revising the resource standards used to determine eligibility for such subsidies, and for other purposes.
S. 1185, Medicare Financial Stability for Beneficiaries Act of 2009 - Discussed legislation that would ensure that low-income beneficiaries have improved access to health care under the Medicare and Medicaid programs.
H.R. 2716, Medicare Savings Program Improvement Act of 2009 - Discussed legislation that would provide financial stability for older Americans and people with disabilities through improvements in the Medicare Savings Program.
Advocated for modernizing Medicare funding so that nursing education funds are directed to advanced nurse practice programs to help produce more highly-skilled nurses to care for the Medicare population (no bill).
S.750 Caring for an Aging America Act - Discussed as possible amendment to health reform bill.
S.1257/H.R.2852 Project 2020: Building the Promise of Home and Community Based Services Act - Lobbied in support of legislation. Discussed ideas to improve medicare for medicare beneficiaries. (no bill)
Discussed Medicare physician payment issues and SGR. (no bill)
S. 2128, Prevent Healthcare Fraud Act - Discussed Medicare Fraud.
Discussed idea of an annual physical for Medicare beneficiaries (no bill).
S.1009 Medicare Care Transitions Program Act - Discussed provisions of Medicare Care Transitions Program Act.
S.975 Seniors and Taxpayers Obligation and Protection Act - Lobbied in support of legislation.
S.1256 Home and Community Balanced Incentives Act - Discussed inclusion of this legislation in health reform legislation and advocated for amendment in Senate healthcare reform legislation.
H.R. 3631, Medicare Premium Fairness Act - Lobbied to pass legislation to allow premiums for Medicare Part B to remain at 2009 levels for all beneficiaries.
S. 2926, the Economic Fairness for Seniors Act - Discussed the implications of legislation to provide $250 in economic relief to seniors, veterans and the disabled in response to the lack of a COLA in 2010; allow Medicare Part B premiums to remain at 2009 levels for all beneficiaries and to study the use of a new Consumer Price Index for use in calculating future Social Security COLAs.
H.R. 3590, Patient Protection and Affordable Care Act - Lobbied in support of health care legislation that would reform the health care system to provide affordable quality health care, reduce drug costs and expand access to long-term services and supports.
H.R. 4872, Health Care and Education Reconciliation Act - Lobbied in support of health care legislation to make improvements in the Patient Protection and Affordable Care Act.
H.R. 3200 America's Affordable Health Choices Act/S. 1679, Americas Health Choices Act/ S.1796, America's Healthy Future Act - Discussed need for affordable quality healthcare, delivery system reform, ending age discrimination in the health insurance industry, "ending rating by health condition or any proxy," closing the doughnut hole, creating a pathway for generic biologics, allowing and funding states to provide home and community based services, creating a transitional benefit in medicare and expanding the asset limit to qualify for low-income programs in medicare, and modifying medicare advantage.
House Amendment to Senate Amendment to H.R. 2847 "Jobs for Main Street Act" - Discussed redirection of some TARP funds to extend unemployment insurance and COBRA eligibility and FMAP assistance to state governments.

U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Health & Human Services - Dept of (HHS), Government Accountability Office (GAO), White House Office, Office of Management & Budget (OMB), Centers For Medicare and Medicaid Services (CMS), Office of the Vice President of the United States, Administration on Aging

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

S.525/H.R.1298/S.1232, Pharmaceutical Market Access and Drug Safety Act of 2009 - Discussed legislation which would create a system of safe importation of prescription drugs from abroad.
S.726/H.R.1427, Promoting Innovation and Access to Life-Saving Medicine Act - Discussed legislation which would create a pathway for the approval
of safe, effective biosimilar and generic biologic drugs.
H.R.1706, Protecting Consumer Access to Generic Drugs Act of 2009 - Discussed legislation that would prohibit brand name drug companies from compensating generic drug companies to delay the entry of a generic drug into the market, and for other purposes.
S. 369, Preserve Access to Affordable Generics Act - Discussed legislation that would prohibit brand name drug companies from compensating generic drug companies to delay the entry of a generic drug into the market,and for other purposes.
S.515/H.R.1260/S.610, Patent Reform Act of 2009 - Discussed legislation that would amend federal patent law to rewrite provisions concerning the conditions for patentability. Specifically, AARP weighed in on the inequitable conduct provisions of the legislation.
S. 301, Physician Payments Sunshine Act of 2009 - Discussed legislation that would provide for disclosure of gifts given by pharmaceutical and device manufacturers to physicians.
S.1315, Federal Food, Drug and Cosmetic Act Amendment/H.R.3777 Drug Price Competition Act - Lobbied to expand the definition of "first applicant" under such Act to allow a generic drug manufacturer that is currently considered an applicant subsequent to a brand-name manufacturer's 180-day exclusivity period to qualify as a first applicant for purposes of filing an abbreviated application for a new drug. Requires such applicant ot submit a substantially complete application that contains and lawfully maintains a certification for such drug.
H.R. 3200 America's Affordable Health Choices Act/S. 1679, Americas Health Choices Act/S.1796, America's Healthy Future Act - Discussed need for affordable quality healthcare, delivery system reform, ending age discrimination in the health ending rating by health condition or any proxy, insurance industry, closing the doughnut hole, creating a pathway for generic biologics, allowing and funding states to provide home and community based services, creating a transitional benefit or other transitional care proposals in medicare and expanding the asset limit to qualify for low-income programs in medicare.
H.R. 3590, Patient Protection and Affordable Care Act - Lobbied in support of health care legislation to reform the health care system to provide quality health care and expand access to long-term services and supports.
H.R. 4872, Health Care and Education Reconciliation Act - Lobbied in support of health care legislation which makes improvements, such as closing the Part D coverage gap, in the Patient Protection and Affordable Care Act.

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

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

H.R.1159, To amend the Internal Revenue Code of 1986 to provide special rules for investments lost in a fraudulent Ponzi-type scheme-Contacted Congressman's Meek's office to explore support of a bill that offers some relief to victims of Ponzi schemes. Lobbied for reintroduction of auto-IRA, a bill that would require an automatic workplace retirement savings plan for an estimated 50 million employees (no bill).
Lobbied for introduction of legislation that would expand the savers credit so that more modest income individuals can benefit from it. (no bill number)
Discussed Auto-IRA, a bill that would require an automatic workplace retirement savings plan for an estimated 50 million employees; legislation that would end the age cap in the earned income tax credit; legislation that would expand the savers credit so that more modest income individuals can benefit from it; and on the inappropriate application of withholding tables that implement Make Work Pay to pension and other retirement income. (no bill)
Met with Democratic Policy Counsel staff on: Auto-IRA, a bill that would require an automatic workplace retirement savings plan for an estimated 50 million employees would end the age cap in the earned income tax credit; that would expand the savers credit so that more modest income individuals can benefit from it; weatherization; modernizing the poverty measure; and modernizing the asset tests that are used to determine eligibility for federal benefits. (no bill)
Met with the Vice-President's staff on: Auto-IRA, a bill that would require an automatic workplace retirement savings plan for an estimated 50 million employees; legislation that would end the age cap in the earned income tax credit; legislation that would expand the savers credit so that more modest income individuals can benefit from it; weatherization; modernizing the poverty measure; and modernizing the asset tests that are used to determine eligibility for federal benefits. (no bill)
Discussed the need for bipartisan action on long-term financial security. (no bill)
Discussed preferred Social Security options. (no bill)
Discussed implications of no Social Security COLA.(no bill)
Discussed disability backlog process and administration issues, including participation on SSA Advisory Future Systems Technology Panel (Nancy LeaMond, panelist).
Advocated for retirement security for family caregivers.
H.R. 3536, Social Security COLA Fix for 2010 Act -Discussed implications of legislation responding to the lack of a Social Security COLA in 2010.
H.R. 3557- To provide an emergency cost-of-living increase for Social Security Benefits for 2010. Discussed implications of legislation introduced to respond to the lack of a Social Security COLA for 2010.
H.R.3572, COLA Assistance Act of 2009-Discussed implications on legislation introduced to respond to the lack of a Social Security COLA for 2010.
S. 1685/H.R.3597, Emergency Senior Citizens Relief Act of 2009 - Discussed implications of legislation introduced to respond to the lact of a Cocial Security COLA for 2010.
H.R. 3691, Seniors and Veterans Economic Stimulus Act of 2009 - Discussed implications of legislation introduced to respond to the lack of a Social Security COLA for 2010.
H.R. 3672, Social Security COLA Fix for 2010 Act - Discussed implications of legislation introduced to respond to the lack of a Social Security COLA for 2010.
H.R. 3677, Save Our Seniors Social Security Act of 2009 - Discussed implications of legislation introduced to respond to the lack of a Social Security COLA for 2010.
H.R. 3810, Emergency Senior Citizens Relief Act of 2009 - Discussed implications of legislation introduced to respond to the lack of a Social Security COLA for 2010.
S. 2926 Economic Fairness for Seniors Act - Discussed legislation that would allow premiums for Medicare Part B to remain at 2009 levels for all beneficiaries, providing Social Security beneficiaries with $250 in economic relief in response to the lack of a cost-of-living adjustment for 2010 and converting from the CPI-W to the CPI-E.
H.R. 4126, the Retirement Fairness Act of 2009 - Reviewed and discussed legislation "to prevent the overstatement of benefits payable to non-highly compensated employees under qualified plans, and for other purposes."
H.R. 4429, Restoring the Social Security COLA Act - Discussed the implications of legislation introduced to respond to the lack of a Social Security COLA in 2010.
H.R. 4213, the Tax Extenders Act of 2009 - Advocated for the adoption of the Sanders Amendment (S.AMDT.3353) to provide an emergency benefit of $250 to seniors, veterans, and persons with disabilities in 2010 to compensate for the lact of cost-of-living adjustment for such year.
Reviewed and discussed draft legislation to create a new Consumer Price Index to be used to calculate future Social Security COLAs. (no bill)
Discussed draft language of latest Senate version of Automatic Individual Retirement Account (Auto-IRA) legislation. (no bill)

U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Treasury - Dept of, Social Security Administration (SSA), White House Office, Office of the Vice President of the United States

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

Lobbied for introduction of legislation that would end the age cap in the earned income tax credit. (no bill)
Discussed Auto-IRA, a bill that would require an automatic workplace retirement savings plan for an estimated 50 million employees; legislation that would end the age cap in the earned income tax credit; legislation that would expand
the savers credit so that more modest income individuals can benefit from it; and on the inappropriate application of withholding tables that implement Make Work Pay to pension and other retirement income. (no bill)
Discussed income weatherization; modernizing the poverty measure; and modernizing the asset tests that are used to determine eligibility for federal benefits. (no bill)
Discussed tax assistance funding. (no bill)
S. 434, Empowerment at Home Act (includes caregiver tax credit) - Discussed tax credits for caregivers.
H.R.1159 - To amend the Internal Revenue code of 1989 to provide special rules for investments lost in a fraudulent Ponzi-type scheme. Discussed legislation to grant tax relief to victims of Ponzi-type schemes.
H.R. 4213, the Tax Extenders Act of 2009 - Advocated for the adoption of the Sanders Amendment (S.AMDT.3353) to provide an emergency benefit of $250 to seniors, veterans and persons with disabilities in 2010 to compensate for the lact of cost-of-living adjustment for such year.
H.R. 4849, the Small Business and Infrastructure Jobs Tax Act of 2010 - Discussed the potential inclusion of 401(k) fee disclosure and pension funding relief provisions within the bill. Ultimately, these provisions were not included in the legislation.

U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, White House Office, Treasury - Dept of, Internal Revenue Service (IRS), Office of the Vice President of the United States

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

H.R. 2847 Commerce, Justice, Science Appropriations bill for FY 2010 - Lobbied in support of funding for various agencies within bill's jurisciction, including the Legal Services Corporation, Census Bureau, and the National Telecommunications and Information Administration.

Discussed with officials of the FCC agency actions or proposals relating to wireless telephone service, smart grid development and national broadband plan affordability (no bill).

U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Federal Communications Commission (FCC), White House Office, Commerce - Dept of (DOC)

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

Surface Transportation Authorization Act of 2010 - Discussion of House Transportation and Infrastructure Committee legislation to provide a five-year reauthorization of the expiring SAFTEA-LU legislation. AARP interests include increasing funding for public transit and special needs para-transit services, promotion of older driver and pedestrian safety, expanding adoption of planning and design features to better accommodate all roadway users and strengthening connections between transportation and land use planning.
(no bill)
S.584/H.R.1443 Complete Streets Act of 2009 - Discussion of legislation to require States and Metropolitan Planning Organizations to adopt complete streets policies to ensure that federally-funded improvements to roadways incorporate design changes that permit potential users of all ages and abilities to travel safely and conveniently.
H.R. 3355, Older Driver and Pedestrian Safety and Roadway Enhancement Act of 2009 - Lobbied for legislation to create a federal funding program for States to implement federal safety design recommendations at roads and intersections with a high incidence of traffice accidents and fatalities involving older drivers and pedestrians.
Senior Para-transit legislation - Discussion of proposed legislation to reauthorize, increase capital funding and provide operating subsidy funding for the Department of Transportation Sec.5310 special needs transportation program for seniors and persons with disabilities.(no bill)
Transportation, HUD and related agencies Appropriations bill for FY 2011 - Lobbied for senior transit and various housing programs. (no bill)

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

S.540/H.R.1346, Medical Device Safety Act - Discussed legislation would make clear congressional intent that state tort claims are not preempted by the FFDCA.
Medical malpractice in health reform. (no bill)

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

S.906/H.R. 3551, Senior Investment Protection Act - Lobbied to reduce fraudulent marketing materials of financial products.
H.R. 4173, the Wall Street Reform and Consumer Protection Act of 2009 - Lobbied in favor of financial regulatory reforms, including consumer and investor protections, a potential systemic risk regulator, and consolidation of agencies.

Restoring American Financial Stability Act of 2010 - Lobbied for support of the bill and to preserve consumer and investor protections, preserve states authority to enforce consumer protection laws and CFPA's authority to enforce rules it adopts. (no bill)

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

Discussed AARP criteria for a federal role in the regulation of insurance.(no bill)
H.R. 3590, Patient Protection and Affordability Care Act - Lobbied in support of health care legislation to reform the health care system to provide affordable quality health care and expand access to long-term services and supports.

H.R. 3200, America's Affordable Health Choices Act/S. 1679, Americas Health Choices Act/S.1796, America's Healthy Future Act - Discussed need for affordable quality healthcare, delivery system reform, ending age discrimination in the health ending rating by health condition or any proxy, insurance industry, closing the doughnut hole, creating a pathway for generic biologics, allowing and funding states to provide home and community based services, creating a transitional benefit establishing CLASS program or other transitional care provisions in medicare and expanding the asset limit to qualify for low-income programs in medicare.
H.R. 4872, Health Care and Education Reconciliation Act - Lobbied in support of health care legislation which makes improvements, such as closing the Part D coverage gap, in the Patient Protection and Affordable Care Act.

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

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

H.R. 2909/1625, Measuring American Poverty Act - Lobbied to create modern measures of poverty accurately.
Labor, HHS, Education and Related Agencies Appropriations Act FY 2011 - Lobbied for nutrition, energy assistance and other low-income aid. (no bill)

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.

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

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

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

First Name	Last Name	Suffix	Covered Official Position (if applicable)	New
David	Sloane
David	Certner
Nancy	LeaMond
Elaine	Ryan
Cristina	Martin-Firvida
Ryan	Wilson
Mary	Wallace
Thomas M.	Nicholls
Dean M.	Sagar
George	Gaberlavage
Kristin	Keckeisen
Ed	Burtenshaw
George	Kelemen

First Name	Last Name	Suffix	Covered Official Position (if applicable)	New
David	Certner
Timothy James	Gearan
Cristina	Martin-Firvida
Nancy	LeaMond
Elaine	Ryan
Anna	Schwamlein Howard
David	Sloane
Larry	White
Dean M.	Sagar
Fred	Griesbach
Nora	Super
Paul	Cotton
George	Kelemen
Kristin	Keckeisen
Debra	Alvarez
Denise	DeMichele
Andrea	Price-Carter (Price)
Rhonda	Richards
Gregory J.	Wang
Peter	Jeffries
Winifred	Quinn
Ahaviah Diane	Glaser
George	Gaberlavage

First Name	Last Name	Suffix	Covered Official Position (if applicable)	New
David	Certner
David	Sloane
Elaine	Ryan
Nancy	LeaMond
Cristina	Martin-Firvida
Gregory J.	Wang
Larry	White
Rhonda	Richards
Nora	Super
George	Kelemen
Ahaviah Diane	Glaser

First Name	Last Name	Suffix	Covered Official Position (if applicable)	New
David	Certner
David	Sloane
Marther Thomas	Doneghy
Dean M.	Sagar
Elaine	Ryan
Nancy	LeaMond
Gregory J.	Wang
George	Kelemen
Diane	Beedle
George	Gaberlavage

First Name	Last Name	Suffix	Covered Official Position (if applicable)	New
David	Certner
David	Sloane
George	Kelemen
Denise	DeMichele
Kristin	Keckeisen
Nancy	LeaMond
Andrea	Price-Carter (Price)
Elaine	Ryan
Gregory J.	Wang
Larry	White
Anna	Schwamlein Howard
Ahaviah Diane	Glaser
Katie	Gallehugh
Dawit	Kahsai
Mary	Wallace
Nora	Super
Cristina	Martin-Firvida
Dean M.	Sagar
Debra	Alvarez
Thomas M.	Nicholls
Diane	Beedle
Rhonda	Richards