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

S. 2076, the BOLD Infrastructure for Alzheimers Act - discussed the legislation.

Discussed potential health care priorities for the 116th Congress with House and Senate committee staffs.

H.J.R. 143, H.R. 695, Short-term Continuing Appropriations Act Resolution, 2019, H.R.6157, Department of Defense and Labor, Health and Human Services, and Education Appropriations Act, 2019 and Continuing Appropriations Act, 2019 - Lobbied in support of increased funding for CMS' state survey and certification program and opposition to hostile policy riders regarding Patient Protection and Affordable Care Act, and various related medical care research and Older Americans Act programs.

Discussed support for the medical expense deduction.

Drafted language re: Medicares support for paying for certified nurse anesthetists.

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)

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 MMM

16. Specific lobbying issues

Discussed nursing home bill (Senate, no bill number).

P.L. 115-123, Bipartisan Budget Act- discussed longitudinal chronic care planning services (GAO).

Submitted comments to CMS regarding the Massachusetts Medicare-Medicaid Integration Demonstration: Duals Demonstration 2.0.

Discussed issues affecting dual eligibles and the Bipartisan Budget Act of 2018 (P.L. 115-123) - discussed provisions of the law and other issues affecting dual eligibles (CMS, ACL).

Discussed CY 2020 Medicare Advantage and Part D Flexibility Proposed Rule (CMS, no bill number).

Discussed comments regarding Medicare and Medicaid Programs; Regulatory Provisions To Promote Program Efficiency, Transparency, and Burden Reduction proposed rule (Senate, no bill number).

Discussed end of year package and Medicaid home and community-based services (HCBS) spousal impoverishment protections (no bill number at the time).

H.R. 7217, The IMPROVE Act - discussed support for the legislation.

S. 2227/H.R. 5306, EMPOWER Care Act - signed onto letter in support of the Ensuring Medicaid Provides Opportunities for Widespread Equity, Resources, and Care Act.

Signed onto letter in support of extending the Money Follows the Person Demonstration Project and the Medicaid home and community-based services (HCBS) spousal impoverishment protections (no bill number).

H.R. 7149, Protecting Married Seniors from Impoverishment Act - Discussed Medicaid HCBS spousal impoverishment protections and extending them or making them permanent (Senate/House).

Discussed proposed rule regarding nursing homes, Medicare and Medicaid requirements (OMB).

Submitted comments to CMS regarding Medicare and Medicaid Programs; Regulatory Provisions To Promote Program Efficiency, Transparency, and Burden Reduction proposed rule.

H.J.R. 143, H.R. 695, Short-term Continuing Appropriations Act Resolution, 2019, H.R.6157, Department of Defense and Labor, Health and Human Services, and Education Appropriations Act, 2019 and Continuing Appropriations Act, 2019 - Lobbied in support of increased funding for CMS' state survey and certification program and in opposition to hostile policy riders regarding Patient Protection and Affordable Care Act, and various related medical care research and Older Americans Act programs.

Sent letter of support to Senate regarding the Protecting Patients from Surprise Medical Bills Act (no bill number).

Discussed Medicare Part D improvements and policies with House and Senate staff.

Discussed Medicare Part B prescription drug policies with House and Senate staff.

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), Government Accountability Office (GAO)

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. 2212/ S. 974, CREATES Act - Discussed support of bill.

H.R. 2439/S.1131, FAIR Drug Pricing Act - Discussed support of bill.

S. 124, The Preserve Access to Affordable Generics Act - Discussed support of bill.

Part D Deal in Bipartisan Budget Act, met with House and Senate offices to reiterate our support for the deal; sent multiple letters to House and Senate leadership; discussed support for the deal with House and Senate staff.

Discussed the Presidents Prescription Drug Blueprint and RFI.

S. 2553, Know the Lowest Price Act - supported passage of legislation.

S.2554, Patient Right to Know Act - supported passage of legislation.

Discussed possible ways to improve Medicare Part D.

Discussed Rx Price Watch Reports and the impact of high drug costs.

Discussed drug pricing reforms AARP supports, including secretarial negotiation, importation, reducing exclusivity for biologics, and ending pay-for-delay deals.

Discussed Rx issues with HHS.

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), White House Office

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

Discussed social isolation and related issues with Senate staff.

Discussed reauthorization of the Older Americans Act with House, Senate and ACL staff.

P.L. 115-119, RAISE Family Caregivers Act and H.R. 6157, Department of Defense and Labor, Health and Human Services, and Education Appropriations Act, 2019 and Continuing Appropriations Act, 2019 - discussed funding and implementation of the RAISE Family Caregivers Act and related issues.

P.L. 115-119, RAISE Family Caregivers Act - discussed implementation of the law and the Family Caregiving Advisory Council, Older Americans Act reauthorization, family caregiving and long-term services and supports (ACL).

Submitted a nomination and support for a nomination for the Family Caregiving Advisory Council under the RAISE Family Caregivers Act, P.L. 115-119 (House, Senate and ACL).

Discussed Long-Term Services and Supports Scorecard and AARP family caregiving research, reports, papers (ACL, no bill number).

Shared invitations to What They Had screening and reception (no bill number, House and Senate).

Discussed family caregiving statistics (no bill number).

S. 3412, Paid Family Leave Pilot Extension Act - discussed the bill, family caregiving, and Treasury guidance on the current employer tax credit for paid leave in the Tax Cuts and Jobs Act (P.L. 115-97) (Senate).

S. 3608/H.R. 3493, Care Corps Demonstration Act - discussed Senate bill introduction.

Discussed supporting family caregivers and barriers to doing so, family caregiver assessment in the Medicaid home and community-based services state plan option, Medicare and family caregivers (ACL).

Discussed ACT Caucus members (no bill number, House and Senate).

Discussed ACT Caucus in 2019 (House, no bill number).

H.J.R. 143, H.R. 695, Short-term Continuing Appropriations Act Resolution, 2019,H.R.6157, Department of Defense and Labor, Health and Human Services, and Education Appropriations Act, 2019 and Continuing Appropriations Act, 2019 - Lobbied in support of funding for various programs, including Social Security administrative expenses, senior nutrition (USDA Commodity Supplemental Food program and Older Americans Act Title III), caregiving, energy assistance, supportive services, housing and volunteer community service programs.

Discussed social isolation and related issues with Senate staff.

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 TAX

16. Specific lobbying issues

H.J.R. 143, H.R. 695, Short-term Continuing Appropriations Act Resolution, 2019, H.R.6157, Department of Defense and Labor, Health and Human Services, and Education Appropriations Act, 2019 and Continuing Appropriations Act, 2019 - Lobbied in support of funding for various programs, including Social Security administrative expenses, senior nutrition (USDA Commodity Supplemental Food program and Older Americans Act Title III), caregiving, energy assistance, supportive services, housing and volunteer community service programs.

Discussed support for the medical expense deduction.

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

U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Treasury - Dept of

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.J.R. 143, H.R. 695, Short-term Continuing Appropriations Act Resolution, 2019, H.R.6147, Interior, Environment, Financial Services and General Government, Agriculture, Rural Development, Food and Drug Administration, and Transportation, Housing and Urban Development Appropriations Act, 2019 - Lobbied to protect and enhance funding levels for local government transportation projects (TIGER/BUILD) and NHTSA research re autonomous vehicles and other advanced vehicle technologies.

Discussed mobility options for older Americans, including transit, non-emergency medical transportation, and human services transportation coordination.

H.R. 4/S. 1405/H.R. 302, FAA Reauthorization Act of 2018 - Opposed imposition of mandatory retirement age for 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), Federal Highway Administration (FHA)

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

H.J.R. 143, H.R. 695, Short-term Continuing Appropriations Act Resolution, 2019, H.R.6157, Department of Defense and Labor, Health and Human Services, and Education Appropriations Act, 2019 and Continuing Appropriations Act, 2019 - Lobbied in support of older worker training programs and in opposition to further constraints upon ERISA conflicts of interest regulation.

Discussed concerns regarding weakening of overtime rule at DOL listening session.

Discussed job harassment based on age.

Submitted comments to the Department of Labor regarding the Expanding Employment, Training, and Apprenticeship Opportunities for 16- and 17- Year-Olds in Health Care Occupations Under the Fair Labor Standards Act; RIN 1235- AA22 proposed rule

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

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

16. Specific lobbying issues

H.J.R. 143, H.R. 695, Short-term Continuing Appropriations Act Resolution, 2019, H.R.6147, Interior, Environment, Financial Services and General Government, Agriculture, Rural Development, Food and Drug Administration, and Transportation, Housing and Urban Development Appropriations Act, 2019 - Lobbied in opposition to inclusion of hostile riders concerning SEC and DOL fiduciary duty rules with House and Senate Appropriations Committee staff.

Discussed concerns regarding the SECs proposed rulemaking on Regulation BI.

Filed a letter and research findings with the SEC in support of a uniform standard that would apply to both broker-dealers and investment advisers when providing personalized investment advice to retail investors, as well as recommendations for improving its proposed Client Relationship Summary.

Filed a letter with the SEC on Fund Retail Investor Experience and Disclosure.

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

Securities & Exchange Commission (SEC), 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 RET

16. Specific lobbying issues

H.J.R. 143, H.R. 695, Short-term Continuing Appropriations Act Resolution, 2019, H.R.6147, Interior, Environment, Financial Services and General Government, Agriculture, Rural Development, Food and Drug Administration, and Transportation, Housing and Urban Development Appropriations Act, 2019 - Lobbied in opposition to inclusion of hostile riders concerning SEC and DOL fiduciary duty rules with House and Senate Appropriations Committee staff.

Discussed concerns regarding the Security and Exchange Commission (SEC) proposed rulemaking on a new standard of conduct for broker-dealers.

H.R. 4610, Receiving Electronic Statements to Improve Retiree Earnings Act - Opposed permitting electronic delivery to be the default method for providing important retirement plan disclosures and notices.

H.R. 5282/S. 2526, the Retirement Enhancement and Savings Act - Supported bill.

S. 3197, SIMPLE plan Modernization Act - Supported bill.

S. 3781 - Retirement Security and Savings Act of 2018 - Supported bill.

Discussed retirement issues relevant to tax reform.

Discussed Congressional Multiemployer Pension Plan Committee and Multiemployer Pension issues.

Discussed contingent workers and personal pension legislative options and issues.

Discussed women's Social Security and retirement issues.

Discussed small employer retirement issues.

Discussed problems with paid family leave through Social Security.

Discussed the Windfall Elimination Provision in Social Security with House staff.

Submitted comments to the Department of Labor on multiple employer plans and an application by the Retirement Clearinghouse to automatically roll-over certain terminated retirement accounts.

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

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

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 job harassment based on age.

Discussed data needs at EEOC listening Session.

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

​

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

P.L. 111-375, National Alzheimers Project Act - discussed funding for the law (Senate)

H.J.R. 143, H.R. 695, Short-term Continuing Appropriations Act Resolution, 2019, H.R.6147, Interior, Environment, Financial Services and General Government, Agriculture, Rural Development, Food and Drug Administration, and Transportation, Housing and Urban Development Appropriations Act, 2019, H.R.6147, Interior, Environment, Financial Services and General Government, Agriculture, Rural Development, Food and Drug Administration, and Transportation, Housing and Urban Development Appropriations Act, 2019, H.R. 5952/S. 3072,Commerce, Justice, Science, and Related Agencies Appropriations Act, 2019, and H.R.5895, Energy and Water, Legislative Branch and Military Construction-Veterans Affairs Appropriations Act, 2019 - Lobbied to protect funding levels for federal programs which provide health care, 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

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 TEC

16. Specific lobbying issues

Discussed issues related to Rural Broadband expansion and broadband mapping with House and Senate staff.

H.R. 2479, Leading Infrastructure for Tomorrows America Act - Discussed bill with House Staff.

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

H.J.R. 143, H.R. 695, Short-term Continuing Appropriations Act Resolution, 2019, H.R.6147, Interior, Environment, Financial Services and General Government, Agriculture, Rural Development, Food and Drug Administration, and Transportation, Housing and Urban Development Appropriations Act, 2019 - Lobbied in support of increased funding for Commodity Supplemental Food Program.

P.L. 115-334, Agriculture Improvement Act of 2018 - Discussed the Supplemental Nutrition Assistance Program (SNAP) and related programs, the Commodity Supplemental Food Program (CSFP), and support for the conference report accompanying the Agriculture Improvement Act of 2018, H.R. 2, with House and Senate staff.

Discussed USDA nutrition programs with USDA staff.

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

U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Agriculture - Dept of (USDA)

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 HOU

16. Specific lobbying issues

H.J.R. 143, H.R. 695, Short-term Continuing Appropriations Act Resolution, 2019, H.R.6147, Interior, Environment, Financial Services and General Government, Agriculture, Rural Development, Food and Drug Administration, and Transportation, Housing and Urban Development Appropriations Act, 2019 - Lobbied for increased funding for various capital and rental assistance programs and in opposition to proposed changes to minimum rents and elimination of some income deductions.

S. 3231, Task Force on the Impact of the Affordable Housing Crisis Act - Supported bill and discussed with Senate staff.

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 DIS

16. Specific lobbying issues

Discussed report on disaster preparedness and nursing homes (no bill number).

Discussed comments regarding Medicare and Medicaid Programs; Regulatory Provisions To Promote Program Efficiency, Transparency, and Burden Reduction proposed rule (Senate, no bill number).

Submitted comments to CMS regarding Medicare and Medicaid Programs; Regulatory Provisions To Promote Program Efficiency, Transparency, and Burden Reduction proposed rule.

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

U.S. SENATE

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

​

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