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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 | 2021 |
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. | ||||||||
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 |
Signature | Digitally Signed By: Max Richtman |
Date | 1/18/2022 11:46:50 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
Departments of Labor, Health and Human Services, Education and Related Agencies Appropriations for Fiscal Year (FY) 2022 (H.R. 4502): Provisions pertaining to appropriations for the Social Security Administrations operating budget including support for the Presidents funding level, restoration of statement mailings to all workers, providing sufficient funds for field offices, concerns regarding SSA administering the paid family leave program and prohibition of funding for implementation of SSA regulations regarding the use of Administrative Appeals Judges in the hearing process, Older Americans Act programs, State Health Insurance Assistance Program funding, the Community Service Employment Program, and the Low-Income Home Energy Assistance Program.
Extending Government Funding and Delivering Emergency Assistance Act (H.R. 5304): Providing continuing appropriations for federal agencies through December 3, 2021 or the enactment of the applicable appropriations act, suspending the debt limit through December 16, 2022 and providing emergency disaster appropriations, provisions pertaining to appropriations for programs affecting senior Americans and for suspending the debt limit to protect seniors.
Extending Government Funding and Delivering Emergency Assistance Act (H.R. 5305, Public Law 117-43): Providing continuing appropriations for federal agencies through December 3, 2021 or the enactment of the applicable appropriations act and providing emergency disaster appropriations, provisions pertaining to appropriations for programs affecting senior Americans.
Budget: A concurrent resolution setting forth the congressional budget for the U.S. government for FY 2022 and setting forth appropriate budgetary levels for FY 2023-2031 (S. Con. Res 14): provisions pertaining to the debt limit, Social Security Income Restoration Act of 2021, and the Elijah E. Cummings Lower Drug Costs Now Act (H.R. 3): Legislation providing for reconciliation pursuant to Title II of S. Con. Res 14 (H.R. 5376 also known as the Build Back Better Act): Provisions relating to the Social Security Income Restoration Act of 2021, Paid Family and Medical Leave, expanding Medicare, drug pricing reform, and Medicaid expansion.
Debt limit: Promoting Physical Activity for Americans Act (S. 2868, S. 1301): A bill to temporarily suspend the public debt limit until December 16, 2022 pertaining to impact on Americas seniors of failure to raise public debt limit.
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Executive Office of the President (EOP), Office of Management & Budget (OMB), Treasury - Dept of, Social Security Administration (SSA)
18. Name of each individual who acted as a lobbyist in this issue area
First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Max |
Richtman |
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Dan |
Adcock |
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Lisa |
Swirsky |
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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. The Improving Access to Medicare Coverage Act of 2021 (H.R. 3650 and S. 2048): 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.
Drug Costs. Build Back Better Act (H.R. 5376): Proposals to allow Medicare to negotiate drug prices, allow for the reimportation of drugs, require manufacturer rebates for drugs used under Medicare Parts B and D for the amount prices rise above the rate of inflation, restructure the benefit, and cap beneficiary out-of-pocket costs in Part D.
Medicare reform. Build Back Better Act (H.R. 5376): Proposals to add dental, hearing and vision and a total out-of-pocket cap to Medicare. Proposal to create temporary dental voucher. Proposals to means test Medicare.
Medicare Dental Coverage. Medicare Dental Benefit Act (S. 97 and H.R. 502): Proposal to add a dental benefit to Medicare.
Drug savings. More Help for Seniors Act of 2021 (H.R. 2464): Proposal to expand eligibility for low-income subsidies under the Medicare prescription drug benefit by raising the maximum allowable income for beneficiaries to qualify from 150 percent to 200 percent of the federal poverty line. Seniors Securing Access to Vital and Essential Prescription Drugs Act (H.R. 383): 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. The Lowering Medicare Premiums and Prescription Drug Costs Act (S. 1844): Proposals to eliminate the asset test and raise the income eligibility levels to 200 percent of the Federal Poverty Level.
Medicare Part B Premium Increase (No bill): Proposals to mitigate the 2022 Medicare Part B premium increase, including the Centers for Medicare and Medicaid Services decision on whether to cover Aduhelm under Part B, and to reinstate the reasonable prescription drug pricing clause that was established by the National Institutes of Health in 1989.
Medicare Prescription Drugs. The Elijah E. Cummings Lower Drug Costs Now Act (H.R. 3): Proposals 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.
Medicare Hearing Coverage. The Medicare Hearing Aid Coverage Act of 2021 (H.R. 1118): Proposal to expand Medicare coverage to include hearing aids and services for seniors under Part B of the Medicare program.
Medicaid. Build Back Better Act (H.R. 5376): Proposals to expand home- and community- based services and the Medicare savings 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), 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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Lisa |
Swirsky |
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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). Fair COLA (Cost of Living Adjustment) for Seniors Act (H.R. 4315): Proposal to adopt the Consumer Price Index for the Elderly (CPI-E) for the purpose of determining COLAs for Social Security beneficiaries.
Social Security Expansion. Social Security 2100 Act: A Sacred Trust (H.R. 5723 and S. 3071): Proposals to improve benefits and to strengthen Social Security's financing by altering the payroll tax cap, among other changes.
Social Security Expansion. Safeguarding American Families & Expanding Social Security Act of 2021 (S. 3070): Various provisions updating and modernizing Social Security benefits and extending solvency of the Social Security Trust Funds.
Caregiver Social Security Credits. Social Security Caregiver Credits Act (H.R. 3632 and S. 1955): 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 2021 (H.R. 82 and S. 1302) and the Public Servants Protection and Fairness Act of 2021(H.R. 2337): Proposals to repeal or modify the Government Pension Offset and Windfall Elimination Provision.
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 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. (H.J. Res. 38): Joint resolution nullifies 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. 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 Social Security (SSI) Program. Supplemental Social Security Income Restoration Act (H.R. 3824 and S. 2065): Legislation to strengthen and restore the Social Security Income (SSI) program.
Retirement plan distribution: IRS Notice 2021-40 relating to Physical Presence Requirement for Spousal Consents.
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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Lisa |
Swirsky |
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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. The Time to Rescue United States Trusts Act, (S. 1295, H.R. 2575 and S. Amdt. 803 to S. Con. Res. 50): 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. The For the People Act (S. 1): Requires states to give every voter the option to vote by mail. Calls for prepaid postage for all election materials and state-provided drop boxes for federal races.
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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Lisa |
Swirsky |
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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 (H.R. 2062 and S. 880): 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. 3992): 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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Lisa |
Swirsky |
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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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Principal Place of Business (city and state or country) |
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26. Name of each previously reported organization that is no longer affiliated with the registrant or client
1 | 2 | 3 |
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
1 | 3 | 5 |
2 | 4 | 6 |
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) |