Clerk of the House of Representatives
Legislative Resource Center
135 Cannon Building
Washington, DC 20515
http://lobbyingdisclosure.house.gov 		Secretary of the Senate
Office of Public Records
232 Hart Building
Washington, DC 20510
http://www.senate.gov/lobby
LOBBYING REPORT

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

1. Registrant Name Organization/Lobbying Firm Self Employed Individual
AMERICAN BENEFITS COUNCIL

2. Address

Address1
1501 M STREET, N.W., Suite 600
 Address2
​
City
WASHINGTON
 State
DC
 Zip Code
20005-1700
 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.
​Nick Otto
​2029452983
​notto@abcstaff.org
5. Senate ID#
​4675-12
7. Client Name Self Check if client is a state or local government or instrumentality
​AMERICAN BENEFITS COUNCIL
6. House ID#
​312420000
TYPE OF REPORT 8. Year
​2024
 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
​
11. No Lobbying Issue Activity
INCOME OR EXPENSES - YOU MUST complete either Line 12 or Line 13
12. Lobbying 13. Organizations
INCOME relating to lobbying activities for this reporting period was: EXPENSE relating to lobbying activities for this reporting period were:
Less than $5,000
Less than $5,000
$5,000 or more $
​
$5,000 or more $
​261,225.00
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: Nicholas Otto
 Date
10/18/2024 3:57:16 PM

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

ERISA Preemption
State-run IRA programs
Technical Corrections to SECURE 2.0
Automatic Re-enrollment for defined contribution plan participants and reducing the participation age to 18
Collective Investment Trusts and insurance company separate accounts for use in 403(b) plans
Pleading standards required in litigation
Defined benefit pension plans and defined contribution plan issues; pension plan de-risking
Retiree health benefits
Notices and disclosures for retirement plans
Tax incentives and tax treatment of retirement plan benefits
Retirement savings and independent contractors and gig workers
Investment advice fiduciary rule affecting retirement plans
Audits of retirement plans
Information Collection Request (ICR) regarding missing and unresponsive retirement plan participants
Roth retirement plan catch-up contributions and Roth optional matching and non-elective contributions guidance
SECURE 2.0 guidance
Pension Benefit Guaranty Corporation (PBGC) treatment of overfunded defined benefit pension plans and other accounts
Student Loan deemed matching contributions
Emergency savings programs connected to retirement accounts
Facilitating rollovers of retirement plan accounts to the plan of a new employer
American Privacy Rights Act (H.R. 8818) Rep. McMorris-Rodgers
Request for Guidance on Form 5330
Required Minimum Distributions proposed guidance
PBGC premiums - legislative proposal for reform

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

U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Labor - Dept of (DOL), Internal Revenue Service (IRS), Pension Benefit Guaranty Corporation (PBGC), 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
James
Klein
​
​
Lynn
Dudley
​
​
Diann
Howland
​
Pension Policy Director for the Senate Health Education Labor and Pensions Committee, Pension Policy Advisor of the Senate Finance Committee
Jill
Randolph
​
​

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 HCR

16. Specific lobbying issues

ERISA preemption
Health care transparency, prescription drugs and hospital cost transparency; Lower Costs More Transparence Act (H.R. 5378)
Tax treatment of employer-sponsored health benefit plans
Telehealth expansion and permanency
Transparent Telehealth Bills Act (H.R. 9457)
Pharmacy Benefit Manufacturers (PBMs), drug cost transparency, rebates, and medical management
End-stage renal disease and Medicare secondary payer standards; Restore Protections for Dialysis Patients Act (H.R. 6860, S. 5018)
Hospital consolidation and billing practices, site neutral payment reform; SITE Act (H.R. 1869) Healthy Competition for Better Care (H.R. 312000, S. 1451)
Health Savings Accounts and High-Deductible Health Plans
Value-driven health care
Paid leave - federal and state law considerations
Mental health parity regulations
Voluntary Employee Beneficiary Association (VEBA) and use of excess assets
Health care non-discrimination rules under the Affordable Care Act
Guidance related to the definition of essential health benefits under the Affordable Care Act
Guidance related to the definition of cost-sharing under the Affordable Care Act
American Privacy Rights Act (H.R. 8818) Rep. McMorris-Rodgers
Affordable Care Act
340B Prescription Drug Program proposed legislation
Chronic Disease Flexible Coverage Act (H.R. 3800)

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

U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Labor - Dept of (DOL), Health & Human Services - Dept of (HHS), Treasury - Dept of, Internal Revenue Service (IRS)

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
James
Klein
​
​
Diann
Howland
​
Pension Policy Director for the Senate Health Education Labor and Pensions Committee, Pension Policy Advisor of the Senate Finance Committee
Jill
Randolph
​
​
Ilyse
Schuman
​
Senate HELP Committee, Chief Labor Counsel, Minority Staff Director
Kathryn
Johnson
​
Attorney advisor, Office of Benefits Tax Counsel at the U.S. Department of Treasury; attorney, Office of Chief Counsel at the Internal Revenue Service

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

Address
​
City
​
State
​
Zip Code
​
Country
​

21. Client new principal place of business (if different than line 20)

City
​
State
​
Zip Code
​
Country
​

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

First Name
Last Name
Suffix
First Name
Last Name
Suffix
1
​
​
​
3
​
​
​
2
​
​
​
4
​
​
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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:

Name Address Principal Place of Business
(city and state or country)
Street Address
City State/Province Zip Country
City
State Country

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:

Name Address Principal place of business
(city and state or country) 		Amount of contribution for lobbying activities Ownership percentage in client
Street Address
City State/Province Country
City
State Country
%

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)