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 changes to the Part D program included in the Bipartisan Budget Act with House and Senate staff.

Submitted letters to the Senate Finance Committee and the House Ways and Means Committee detailing AARP's thoughts and priorities related to the opioid epidemic.

Discussed legislation related to the opioid epidemic with House and Senate staff.

S. 1091, Supporting Grandparents Raising Grandkids Act - Sent letter of support to the Senate HELP Committee.

S.1091, Supporting Grandparents Raising Grandkids Act - Discussed support for this legislation with House and Senate staff.

S.AMDT to H.R. 1625, Consolidated Appropriations Act of 2018 - Discussed matters related to Affordable Care Act stabilization language that was being proposed for inclusion.

Discussed support for medical expense deduction.

H.R. 1625, Consolidated Appropriations Act for FY 2018, (P.L. 115-141), H.R.3354, Interior and Environment, Agriculture and Rural Development, Commerce, Justice, Science, Financial Services and General Government, Homeland Security, Labor, Health and Human Services, Education, State and Foreign Operations, Transportation, Housing and Urban Development, Defense, Military Construction and Veterans Affairs, Legislative Branch, and Energy and Water Development Appropriations Act, 2018, H.J.R. 123, Further Continuing Appropriations Act, 2018, H.J. Res. 99 (P.L. 115-30), H.R.244, Consolidated Appropriations Act 2017 (P.L. 115-31), (H.R. 3358 & S. 1771) Labor-HHS Appropriations bill for FY 2018 and Transportation-HUD Appropriations bill for FY 2018 - Lobbied in support of increased funding for CMS' state survey and certification program and opposition to hostile policy riders re: Patient Protection and Affordable Care Act, and various related medical care research and supportive services.

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 MMM

16. Specific lobbying issues

Removing Barriers to Person- and Family-Centered Care Act of 2018 - Discussed and provided feedback on bill. (no bill number) (Senate)

Provided ideas on possible long-term services and supports briefing speakers. (no bill number) (Senate)

Responded to inquiry on nursing home quality. (no bill number) (House)

Shared comment letters on proposed long-term care facility arbitration rule and another letter to HHS/CMS on nursing home quality and enforcement.

Provided information regarding nursing home quality issues, nursing home resident dumping, and antipsychotic drug use in nursing homes. (no bill number) (House)

Responded to CMS inquiry regarding new Medicare cards. (no bill number) (CMS)

H.R. 1625, P.L. 115-141, Consolidated Appropriations Act of 2018 - Responded to Medicare Part D donut hole questions.

Discussed family caregiving, Medicare, Medicaid, person- and family-centered care, and long-term services and supports. (no bill number)

Discussed coverage of oral health care under Medicare.

Discussed and sent letters regarding repeal and reform of Medicare therapy caps.

S. 1879/H.R. 3032, Seniors Mental Health Access Improvement Act - Endorsed and sent letter.

H.R. 1625, Consolidated Appropriations Act for FY 2018, (P.L. 115-141), H.R.3354, Interior and Environment, Agriculture and Rural Development, Commerce, Justice, Science, Financial Services and General Government, Homeland Security, Labor, Health and Human Services, Education, State and Foreign Operations, Transportation, Housing and Urban Development, Defense, Military Construction and Veterans Affairs, Legislative Branch, and Energy and Water Development Appropriations Act, 2018, H.J.R. 123, Further Continuing Appropriations Act, 2018, H.J. Res. 99 (P.L. 115-30), H.R.244, Consolidated Appropriations Act 2017 (P.L. 115-31) and (H.R.3358 & S.1771) Labor-HHS Appropriations bill for FY 2018 - Lobbied in support of increased funding for CMS' state survey and certification program and opposition to hostile policy riders re: Patient Protection and Affordable Care Act.

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 upcoming administrative action on drug costs and PBMs with Senate staff.

Discussed changes to the Cody Miller PMI Act with Senate staff.

H.R. 1625, Consolidated Appropriations Act for FY 2018, (P.L. 115-141), H.R.3354, Interior and Environment, Agriculture and Rural Development, Commerce, Justice, Science, Financial Services and General Government, Homeland Security, Labor, Health and Human Services, Education, State and Foreign Operations, Transportation, Housing and Urban Development, Defense, Military Construction and Veterans Affairs, Legislative Branch, and Energy and Water Development Appropriations Act, 2018, H.J.R. 123, Further Continuing Appropriations Act, 2018, H.J. Res. 99 (P.L. 115-30), H.R. 244, Consolidated Appropriations Act 2017 (P.L. 115-31) and (H.R. 3358 & S. 1771) Agriculture-Rural Development & Related Agencies bill for FY 2018 - Lobbied in support of increased funding for FDA drug processing funding and user fees.

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 FAM

16. Specific lobbying issues

S. 1028/H.R.3759, P.L. 115-119, RAISE Family Caregivers Act - Discussed RAISE Family Caregivers Act implementation, Older Americans Act; social isolation (shared report and related invitation to an event); and homelessness/housing for older adults (shared related research and resources). (HHS ASPE)

S. 1028/H.R.3759, P.L. 115-119, RAISE Family Caregivers Act - Discussed Senate consideration of the bill, thanked House and Senate offices, discussed implementation and letter to HHS on implementation. (House and Senate)

Discussed the Assisting Caregivers Today (ACT) Caucus, abuse in nursing homes, long-term care facility arbitration, long-term care ombudsman program, and elder financial abuse.

Responded to inquiry on family caregivers of people with mental health needs and mental health education programs. (no bill number) (Senate)

S.1151/H.R. 2505, Credit for Caring Act - Discussed the legislation and next steps.

H.R. 3493, Care Corps Demonstration Act of 2017 - Discussed this legislation in response to an inquiry. (Senate)

Provided ideas on possible long-term services and supports briefing speakers. (no bill number) (Senate)

Responded to inquiry on family caregiving and retirement security. (GAO)

S. 218/H.R. 624, P.L. 115-59, Social Security Number Fraud Prevention Act; S. 223/H.R. 3758, Senior Safe Act; H.R. 2721, Seniors Tax Simplification Act; S. 547, Senior Financial Empowerment Act - Discussed AARPs support for these bills and provided family caregiving resources.

H.R. 1625, Consolidated Appropriations Act for FY 2018, (P.L. 115-141), H.R.3354, Interior and Environment, Agriculture and Rural Development, Commerce, Justice, Science, Financial Services and General Government, Homeland Security, Labor, Health and Human Services, Education, State and Foreign Operations, Transportation, Housing and Urban Development, Defense, Military Construction and Veterans Affairs, Legislative Branch, and Energy and Water Development Appropriations Act, 2018, H.J.R. 123, Further Continuing Appropriations Act, 2018, H.J. Res. 99 (P.L. 115-30), H.R. 244, Consolidated Appropriations Act 2017 (P.L. 115-31), (H.R. 3268 & S. 1603) Agriculture-Rural Development & Related Agencies bill for FY 2018, Labor-HHS Appropriations bill for FY 2018 (H.R. 3358 & S. 1771), Transportation-HUD Appropriations bill for FY 2018 (H.R. 3353 & S. 1655), and Energy & Water Appropriation bill for FY 2018 (H.R. 3266 & S. 1609) - Lobbied in support of funding for various programs, including Social Security administrative expenses, senior nutrition (Commodity Supplemental Food program and Older Americans Act Title III), caregiving, energy assistance, supportive services, housing and volunteer community service 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), Government Accountability Office (GAO), Veterans Affairs - Dept of (VA)

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

​

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 family caregiver tax credit draft legislation. (no bill number) (Senate)

S.1151/H.R. 2505, Credit for Caring Act - Discussed the legislation and next steps.

S. 218/H.R. 624, P.L. 115-59, Social Security Number Fraud Prevention Act; S. 223/H.R. 3758, Senior Safe Act; H.R. 2721, Seniors Tax Simplification Act; S. 547, Senior Financial Empowerment Act - Discussed AARPs support for these bills and provided family caregiving resources.

Discussed support for medical expense deduction. (no bill)

Discussed retirement tax issues and pension issues.

S. 2526, Retirement Enhancement and Savings Act of 2018 - Supported Hatch-Wyden legislation to make improvements in private sector retirement plans.

H.R. 1625, Consolidated Appropriations Act for FY 2018, (P.L. 115-141), H.R.3354, Interior and Environment, Agriculture and Rural Development, Commerce, Justice, Science, Financial Services and General Government, Homeland Security, Labor, Health and Human Services, Education, State and Foreign Operations, Transportation, Housing and Urban Development, Defense, Military Construction and Veterans Affairs, Legislative Branch, and Energy and Water Development Appropriations Act, 2018, H.J.R. 123, Further Continuing Appropriations Act, 2018, H.J. Res. 99 (P.L. 115-30), H.R.244, Consolidated Appropriations Act 2017 (P.L. 115-31) and (H.R. 3280) Financial Services & General Government Appropriations bill for FY 2018 - Lobbied to protect and enhance funding levels for IRS VITA & TCE taxpayer assistance programs.

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

​

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 vehicles and improvements to bill.

Discussed traffic safety and older pedestrians.

Discussed safe road design for all users of the road.

H.R. 4, FAA Reauthorization Act of 2018 - Discussed opposition due to mandatory retirement of pilots.

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)

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

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

H.R. 4219, Workflex in the 21st Century Act - Discussed ERISA issues with House staff.

H.R. 4, FAA Reauthorization Act of 2018 - Discussed opposition due to mandatory retirement of pilots.

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

​

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 support for the DOL Fiduciary rule.

Discussed the Security and Exchange Commissions (SEC) upcoming rulemaking regarding a uniform standard that would apply to both broker-dealers and investment advisers when providing personalized investment advice to retail customers, and expressed support for a strong rule that supports the DOLs existing fiduciary rule.

Discussed support for Dodd-Frank regulations related to broad consumer protections and protecting seniors from fraud and financial exploitation.

H.R. 3758, Senior Safe Act - Sent a letter of endorsement.

S. 2526, Retirement Enhancement and Savings Act of 2018 - Supported Hatch-Wyden legislation to make improvements in private sector retirement plans.

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

U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Consumer Financial Protection Bureau (CFPB), Securities & Exchange Commission (SEC), 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 RET

16. Specific lobbying issues

Discussed support for the Department of Labor (DOL) Fiduciary rule.

Discussed retirement issues related to tax and pensions.

S. 2526, Retirement Enhancement and Savings Act of 2018 - Supported Hatch-Wyden legislation to make improvements in private sector retirement plans.

H.R. 4547, Strengthening Protections for Social Security Beneficiaries Act of 2018 - Supported Johnson-Larson bill to strengthen Social Security representative payee oversight.

Discussed Social Security benefit issues. (no bill)

Discussed private retirement savings issues. (no bill)

Attended Senate HELP Roundtable on retirement security of nonstandard workers.

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

​

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

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

H.R. 620, ADA Education & Reform Act of 2017 - Opposed bill.

H.R. 4, FAA Reauthorization Act of 2018 - Discussed opposition due to mandatory retirement of pilots.

H.R. 1625, Consolidated Appropriations Act for FY 2018, (P.L. 115-141), H.R.3354, Interior and Environment, Agriculture and Rural Development, Commerce, Justice, Science, Financial Services and General Government, Homeland Security, Labor, Health and Human Services, Education, State and Foreign Operations, Transportation, Housing and Urban Development, Defense, Military Construction and Veterans Affairs, Legislative Branch, and Energy and Water Development Appropriations Act, 2018, H.J.R. 123, Further Continuing Appropriations Act, 2018, H.J. Res. 99 (P.L. 115-30), H.R.244, Consolidated Appropriations Act 2017 (P.L. 115-31), (H.R. 3267 & S. 1662) Commerce, Science & Justice Appropriations bill for FY 2018, (H.R. 3266 & S. 1609) Energy & Water Appropriation bill for FY 2018 and (H.R.3280) Financial Services & General Government Appropriations bill for FY 2018 - 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, Equal Employment Opportunity Commission (EEOC)

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. 1625, Consolidated Appropriations Act for FY 2018, (P.L. 115-141), H.R.3354, Interior and Environment, Agriculture and Rural Development, Commerce, Justice, Science, Financial Services and General Government, Homeland Security, Labor, Health and Human Services, Education, State and Foreign Operations, Transportation, Housing and Urban Development, Defense, Military Construction and Veterans Affairs, Legislative Branch, and Energy and Water Development Appropriations Act, 2018, H.J.R. 123, Further Continuing Appropriations Act, 2018, H.J. Res. 99 (P.L. 115-30), H.R. 244 & H.R. 601, Consolidated Appropriations Act 2017 (P.L. 115-31), (H.R. 3268 & S. 1603) Agriculture-Rural Development & Related Agencies bill for FY 2018, (H.R..3267 & S. 1662) Commerce, Science & Justice Appropriations bill for FY 2018, Energy & Water Appropriation bill for FY 2018, (H.R. 3280) Financial Services & General Government Appropriations bill for FY 2018, (H.R. 3358 & S. 1771) Labor-HHS Appropriations bill for FY 2018, and Transportation-HUD Appropriations bill for FY 2018 - Lobbied to protect funding levels for federal programs which provide health, 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, Office of Management & Budget (OMB)

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

H.R. 4986, The Repack Airwaves Yielding Better Access for Users of Modern Services Act (RAY BAUMs Act) - Discussed the bill, Robocalls and anti-spoofing.

Discussed support for the 2015 Open Internet Order and the Congressional Review Act (CRA) resolution.

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 CSP

16. Specific lobbying issues

S. 218/H.R. 624, P.L. 115-59, Social Security Number Fraud Prevention Act; S. 223/H.R. 3758, Senior Safe Act; H.R. 2721, Seniors Tax Simplification Act; S. 547, Senior Financial Empowerment Act - Discussed AARPs support for these bills and provided family caregiving resources.

S. 81, Seniors Fraud Prevention Act - Responded to an inquiry on this bill. (Senate)

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

​

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

2018 Reauthorization of Farm Bill - Discussed reauthorization and funding of SNAP. (House and Senate)

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 HOU

16. Specific lobbying issues

Discussed healthy aging in your home and shared housing issues.

Discussed discrimination in housing.

Discussed accessory dwellings.

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

Housing & Urban Development - Dept of (HUD)

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