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 BUD

16. Specific lobbying issues

Discussed issues in FY2017 budget.
Discussed and urged support of funding for programs supporting family caregivers. (no bill #)
Discussed SSDI.
Lobbied in support of various federal programs serving seniors, including nutrition assistance, medical care, supportive services, energy assistance, housing rental assistance, among other 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 HCR

16. Specific lobbying issues

H.R. 1270, S.709, Restoring Access to Medication Act - Meetings, calls and emails urging support.
H.R. 3590 - Halt Tax Increases on the Middle Class and Seniors Act - Meetings, calls and emails urging support.
Lobbied the Centers for Medicare and Medicaid Services on the 2017 Medicare Advantage Advance Notice and Medicare Part D Call Letter.
Discussed the Fair Medical Billing Act. (no bill #)
Discussed Medicare Advantage, Medicare Supplemental and employer health insurance.
Discussed Global Council on Brain Health, brain health generally and Alzheimer's. (no bill #)
S. 192, Older Americans Act - Discussed reauthorization and urged congressional offices to sign letter of support.
Discussed Affordable Care Act Medicaid expansion issues, including AARP comments on state 1115 waiver proposals to expand Medicaid.
Discussed Medicare-Medicaid integration efforts and financial alignment demonstrations, other CMS demonstration initiatives. (no bill #)
Discussed Older Americans Act home and community-based services program funding for FY2017.
Discussed nutrition programs including the Supplemental Nutrition Assistance Program (SNAP)and related changes under the 2014 farm bill.
H.R.1220, S.624, Removing Barriers to Colorectal Cancer Screening Act - Discussed bill.
Labor, Health and Human Services Appropriations, FY2017 - Lobbied for funding support for various health and health care related programs serving seniors. (no bill #)

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

U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Centers For Medicare and Medicaid Services (CMS), Health & Human Services - Dept of (HHS), Labor - Dept of (DOL), Natl Institutes of Health (NIH)

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 FAM

16. Specific lobbying issues

H.R. 711, The Equal Treatment of Public Servants Act - Supported, lobbied and testified on behalf of bill.
Lobbied House and Senate members on Social Security Solvency.
Lobbied Judiciary Committee in opposition of the balanced budget amendment. Wrote letter in opposition.
H.R. 3099, S.1719, RAISE Family Caregivers Act - Urged cosponsorship and House action on legislation. Discussed Dear Colleague letters.
S.1719, RAISE Family Caregivers Act - Discussed action on the bill and shared relevant information.
H.R. 4708, Credit for Caring Act - Discussed proposed tax credit for family caregivers. Discussed bill introduction and sent endorsement letter. (no bill # in Senate)
Urged joining of the Assisting Caregivers Today (ACT) Caucus. Discussed Caucus and ideas for the year. Discussed ACT Caucus Dear Colleague letter on funding for programs supporting family caregivers and urged offices to sign the letter. Inquired about ACT Caucus contacts and members.(no bill #)
S.2338, Lifetime Act - Responded to inquiry.
H.R. 3913, Lifespan Respite Care Reauthorization Act - Discussed bill.
H.R. 5633, S.2866 (113th Cong. bill #s), In-Home CARE Act - Discussed bill.
H.R. 294, Long-Term Care Veterans Choice Act - Discussed bill.
Extended invitation to family caregiving event. (no bill #)
Made inquiry regarding family caregiving data. (no bill #)
Shared AARP reports on family caregiving. (no bill #)
Discussed Family First Act. (no bill #)
S. 879, Americans Giving Care to Elders Act - Discussed and provided feedback on the bill.
Discussed aging in place. (no bill #)
Attended LTSS financing hearing. (no bill #)
Discussed federal nursing home quality and oversight, HIPAA, antipsychotic drugs in nursing homes, social media, nursing home transparency including Patient Protection, and Affordable Care Act (PL 111-148; 111-152).
Discussed family caregiver assessment and Medicaid managed LTSS. (no bill #)
Discussed elder care. (no bill #)
Attended meeting of the Health Aging Workgroup at the CDC to discuss their healthy aging report (also in attendance: ACL, Surgeon Generals office).
S. 2721, Social Security Caregiver Credit Act - Discussed the bill.
Discussed older worker employment programs including the Senior Community Service Employment Program (SCSEP) under the Older Americans Act.
Discussed support for family caregivers broadly. ( no bill #)
Labor, Health and Human Services Appropriations, FY2017 - Lobbied in support of funding for various programs, including caregiving, supportive services and community service programs. (no bill #)

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

U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Veterans Affairs - Dept of (VA), Social Security Administration (SSA), Health & Human Services - Dept of (HHS), Centers For Medicare and Medicaid Services (CMS), Agency for Healthcare Research & Quality (AHRQ), Centers For Disease Control & Prevention (CDC), 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 MMM

16. Specific lobbying issues

Responded to inquiry regarding in-home supportive services programs. (no bill #)
S. 1549, Care Planning Act - Discussed the bill and urged cosponsorship.
Discussed structural changes to Medicaid. (no bill #)
Discussed health care quality and measurement. (no bill #)
Discussed changes to the Medicare benefit design, such as copays, premiums and deductibles. (no bill #)
Discussed Personalize Your Care Act and provided feedback. (no bill #)
Discussed Money Follows the Person Rebalancing Demonstration. (no bill #)
Made inquiry regarding DC Medicaid HCBS waiver. (no bill #)
S. 1085, Military and Veteran Caregiver Services Improvement Act - Discussed bill.
H.R. 4878, Better Care Lower Cost Act - Discussed bill.
Discussed spousal impoverishment in Medicaid. (no bill #)
H.R. 4059, S.2297, Medicare Choices Empowerment and Protection Act - Provided feedback on bill.
H.R. 3298, Medicare Post-Acute Care Value-Based Purchasing Act - Discussed feedback and next steps. (no bill #)
Inquired regarding final rule on discharge planning. (no bill #)
H.R.1571, Improving Access to Medicare Coverage Act - Discussed bill.
Discussed retroactive eligibility for Medicaid HCBS (no bill #)
Discussed observations status issues. (no bill #)
S.578, Home Health Planning Improvement Act - Discussed bill and urged cosponsorship.
Discussed the Medicare Part D prescription drug benefit program and changes needed to lower prescription drug costs and related agency proposed rule changes. (no bill #)
H.R.2005, S.1083 - Discussed legislation to require drug manufacturers to provide rebates for drugs provided to Medicare Part D low-income subsidy beneficiaries, including those who are dually eligible for Medicare and Medicaid.
H.R. 2624, S.1488, Part D Beneficiary Appeals Fairness Act- Discussed bill that would allow seniors to appeal the placement of their medications on a Medicare Part D specialty tier.
Discussed Medicare Part D fraud and abuse legislation including lock-in provisions for high risk enrollees. (no bill #)
Discussed legislation to require the addition of unique device identifier (UDI) of medical devices in health insurance claim forms.
Discussed the Medicare Part B prescription drug demonstration proposal from the Centers for Medicare and Medicaid Services.
H.R.1220, S.624, Removing Barriers to Colorectal Cancer Screening Act - Discussed bill.
Discussed Medicare site of service payment policy. (no bill #)
H.R. 4442,S.2484,CONNECT Act - Sent letter of endorsement.
Discussed Medicare coverage and reimbursement of cataract surgery.
Labor, Health and Human Services,FY2017 - Lobbied in support of increased funding for CMS' state survey and certification program. (no bill #)

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

U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Centers For Medicare and Medicaid Services (CMS), U.S. Trade Representative (USTR), Government Accountability Office (GAO), Health & Human Services - Dept of (HHS), Congressional Budget Office (CBO)

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 PHA

16. Specific lobbying issues

H.R.6 - Discussed the House Energy and Commerce Committee 21st Century Cures Initiative and Senate HELP Committee efforts focused on drug and medical device innovation issues.
H.R. 3061, S. 31 - Discussed the importance of potential savings to both consumers and the federal government of granting Secretarial negotiating authority to the HHS Secretary under Medicare Part D.
Discussed legislation to address pay-for-delay agreements used by drug manufacturers to block lower cost drugs from entering the market.
Discussed the exclusivity period for biologic drugs. (no bill #)
Discussed biologic drug issues including implementation of the new approval pathway for biosimilar drugs.
Discussed other prescription drug issues and potential legislation on drug importation and least costly alternative payment for Part B drugs. (no bill #)
Discussed the need for price transparency on prescription drug prices and comparativeness effectiveness research.
Discussed legislation to address the opioid abuse epidemic including fraud and abuse provisions. Discussed opioid issues generally. (no bill #)
H.R.9, S.1137 - Innovation Act, PATENT Act - Discussed patent reform legislation and related provisions on the Patent and Trademark Office inter partes review (IPR) process and proposed exemptions for brand name drug patents.
Agriculture Appropriations, FY2017 - Lobbied in support of FDA funding. (no bill #)

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

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

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 GOV

16. Specific lobbying issues

H.R. 3779 - Discussed bill to restrict the inclusion of Social Security account numbers on documents sent by mail by the federal government.

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 LBR

16. Specific lobbying issues

Communicated with Department of Labor on minimum wage and overtime for home care workers and related litigation.
Communicated with congressional staff regarding the EEOC's proposed regulations on workplace wellness programs.
Met with EEOC Commissioners and staff regarding age discrimination issues.
Communicated with OMB in support of responsible contractor regulations.
S.2180, Protecting Older Workers Against Discrimination Act - Communicated with Congress regarding support of bill.

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

U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Labor - Dept of (DOL), Equal Employment Opportunity Commission (EEOC), 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

​

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 WEL

16. Specific lobbying issues

Labor, Health and Human Services Appropriations, FY 2017 - Lobbied to increase nutrition, housing, supportive services and home energy assistance for low-income seniors. (no bill #)

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

Discussed AARP opposition to requiring additional information of voter registrants under NVRA. (no bill #)
Discussed AARP opposition to unnecessary citizenship documentation of registrants. (no bill #)
Discussed supporting the right to vote amendment. (no bill #)
Discussed AARP opposition to conduct of Elections bills that would terminate the Election Assistance Commission. (no bill #)
Sent letter of endorsement on the Voting Rights Act Amendment. (no bill #)
Met with EEOC Commissioners and staff regarding age discrimination issues.
S. 2180, Communicated with congressional staff regarding support for the Protecting Older Workers Against Discrimination Act.
Communicated with congressional staff regarding the EEOC's proposed regulations on workplace wellness programs.
Communicated with OMB in support of responsible contractor regulations.

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

U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Equal Employment Opportunity Commission (EEOC), 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

​

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

H.R. 3779, Discussed bill that would restrict the inclusion of social security account numbers on documents sent in the mail by federal government.
H.R. 2317, Lifetime Income Disclosure Act - Discussed bill.
H.R.1314, Budget Act of 2015 - Discussed Social Security.
Met with House and Senate staff on Social Security, SSDI, retirement savings issues, multiemployer pension issues, fiduciary duty issues and retirement fees.
Met with the White House, PBGC, Treasury and Dept. of Labor on multiemployer pension issues.
Met with OMB regarding fiduciary duty issues and retirement advice.
Sent letter to Senate Finance committee on multiemployer pension issues.
H.R. 711, Equal Treatment for Public Servants Act - Testified before the House Ways and Means Social Security Subcommittee.

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

U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Labor - Dept of (DOL), White House Office, Pension Benefit Guaranty Corporation (PBGC), Treasury - Dept of, 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

​

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 regulatory reform with Senate Banking Committee staff. (no bill)
Discussed potential SEC and DOL fiduciary duty rules with Senate Banking Committee staff.
Discussed insider trading issue with Congressional staff. (no bill)
Discussed regulatory reform with Senate staff. (no bill)
Lobbied Congress in support of DOL's conflict of interest rulemaking.
H.R. 4294, H.R. 4294, H.R 1090 - Sent letters in opposition, and lobbied in opposition to bills to supplant the DOL fiduciary duty rule proposal.
S.2502, S.2505, S.2507 - Lobbied in opposition to bills to supplant the DOL fiduciary duty rule proposal.

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

U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, 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

​

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

H.R. 2071, Discussed Safe Streets Act to ensure that new or improved federally-funded roadways are planned, designed, operated and maintained to safely accommodate all users.
H.R. 22, FAST Act - Discussed implementation of the Safe Streets provision. Met with Department of Transportation officials and staff regarding implementation of FAST Act provisions related to pedestrian safety and access.
Discussed the Safe Streets Act to ensure that new or improved federally-funded roadways are planned, designed, operated and maintained to safely accommodate all users. (no bill #)
H.R. 4552, Gas Pump Access Act - Sent letter endorsing bill to make it easier for persons with disabilities to receive assistance in fueling their vehicle.
Discussed report language for FY2017 THUD appropriations bill on implementation of Safe Streets provision of FAST Act.
Transportation, Housing and Urban Development Appropriations, FY2017 - Lobbied in support of bill report language regarding Safe Streets provision in FAST Act. (no bill #)

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

U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Transportation - Dept of (DOT), Federal Transit Administration (FTA)

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 TAX

16. Specific lobbying issues

H.R. 4708, Credit for Caring Act - Discussed proposed tax credit for family caregivers. Discussed bill introduction and sent endorsement letter. (no bill # in Senate)
H.R.3590, Halt Tax Increases for Seniors Act - Discussed bill.

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 TRD

16. Specific lobbying issues

Discussed pending negotiations on the Trans Pacific Partnership (TPP) trade agreement and intellectual property chapter provisions on pharmaceuticals.

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

U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, U.S. Trade Representative (USTR)

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