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 ACT Caucus appropriations Dear Colleague.
Discussed amendment regarding Medicare, Medicaid and Social Security (no amendment number to S. Con. Res. 3).
H.R. 2028 (Public Law 114-254) - Further Continuing and Security Assistance Appropriations Act, 2017 - Lobbied in support of various federal programs serving seniors, including nutrition assistance, medical care, supportive services, family caregiver and energy assistance, housing rental assistance, among other programs.

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

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 HCR

16. Specific lobbying issues

H.R.1628, American Health Care Act of 2017 - Lobbied in opposition to the bill.
Discussed support for medical expense deduction.
H.R. 708, State Age Rating Flexibility Act of 2017 - Discussed opposition to bill. Sent letter to House Energy and Commerce Committee.
H.R. 1121, Pre-Existing Conditions Protection Act of 2017 - Discussed bill.
H.R. 708/H.R.1628 - Provided information on the age tax and its impact on older adults.
Discussed priorities for older adults in health care reform legislation including Medicare, private health insurance/age tax, Medicaid, and prescription drugs.
S. 191, Patient Freedom Act of 2017 - Discussed bill.
Discussed health care reform generally.
H.R. 2028 (Public Law 114-254) - Further Continuing and Security Assistance Appropriations Act, 2017 - 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.
H.R. 1313, Preserving Employee Wellness Programs Act - Opposed bill.
Discussed health care tax provisions - Sent letter to House and Senate committee leadership addressing preservation of tax exempt status of employer sponsored insurance coverage, maintenance of tax subsidies for lower- and moderate-income Americans to purchase health insurance coverage in health care marketplaces, the creation of a new, non-refundable tax credit for working family caregivers, and the retention of the medical expense itemized deduction.

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

Shared information on the Older Americans Act programs.
Discussed reintroduction of the Credit for Caring Act and urged cosponsorship (no bill number).
Discussed reintroduction of the Recognize, Assist, Include, Support, and Engage (RAISE) Family Caregivers Act (no bill number).
Discussed the Assisting Caregivers Today (ACT) Caucus, its membership, the caucus generally, and encouraged joining or co-chairing the caucus.
Discussed ACT Caucus appropriations Dear Colleague.
Discussed Medicare code relating to family caregivers.
Discussed Americans Giving Care to Elders (AGE) Act (no bill number).
H.R. 329, Elder Services Tax Credit Act of 2017 - Discussed bill.
Discussed the In-Home Caregiver Assessment Resources and Education Act (no bill number).
H.R. 2028 (Public Law 114-254) - Further Continuing and Security Assistance Appropriations Act, 2017 - Lobbied in support of funding for various programs, including caregiving, supportive services and community service programs.
Discussed possible family caregiving event on the Hill.

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)

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

S.9, Over-the-Counter Hearing Aid Act of 2016 - Sent endorsement letter.
Discussed potential repeal of the Affordable Care Act (P.L.111-148, P.L.111-152).
Discussed MACRA implementation.
Discussed changes to the Medicare benefit design, such as: copays, premiums, and deductibles.
Discussed health care quality and measurement.
Discussed AARP opposition to Medicaid block grants and per capita caps.
H.R. 1017/S. 479, Removing Barriers to Colorectal Cancer Screening Act - Sent a letter of endorsement.
Discussed concerns with/opposition to potential changes to Medicaid (includes letter to House Energy and Commerce Oversight and Investigations Subcommittee).
Discussed Medicaid home and community-based services.
Discussed Medicare code relating to family caregivers.
H.R. 1421/S.568, Improving Access to Medicare Coverage Act - Discussed reintroduction of and our support for bill.
Responded to question regarding H.R. 181 (regarding annuities for community spouse of an institutionalized spouse and Medicaid spousal impoverishment provisions) and Prioritizing the Most Vulnerable Over Lottery Winners Act of 2017 (H.R. 829).
Discussed possible repeal of final federal regulations regarding conditions of participation for long-term care facilities and our comments on the proposed rule.
Responded to inquiry regarding nursing home abuses.
Responded to inquiry regarding the Supplemental Security Income (SSI) Restoration Act (no bill number).
H.R. 1628, American Health Care Act - Discussed health care reform and opposition to the bill including because of age tax and changes to Medicaid.
Discussed priorities for older adults in health care reform legislation including Medicare, private health insurance/age tax, Medicaid, and prescription drugs.
S. 191, Patient Freedom Act of 2017 - Discussed bill.
Discussed health care reform generally.
H.R. 2028 (Public Law 114-254) - Further Continuing and Security Assistance Appropriations Act, 2017 - 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.
Discussed possible Medicaid hearing questions.

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)

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

H.R. 749, Lower Drug Costs through Competition Act - Discussed importation, price negotiation, and other prescription drug legislation.
Responded to inquiry regarding pharmaceutical benefit managers (PBMs).
S. 469, Affordable and Safe Prescription Drug Importation Act - Discussed bill.
Discussed CREATES Act (no bill number) and pay-for-delay legislation.
Discussed priorities for older adults in health care reform legislation including Medicare, private health insurance/age tax, Medicaid, and prescription drugs.
H.R. 2028 (Public Law 114-254) - Further Continuing and Security Assistance Appropriations Act, 2017 - Lobbied in support of increased CSFP and 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 LBR

16. Specific lobbying issues

H.R. 2028 (Public Law 114-254) - Further Continuing and Security Assistance Appropriations Act, 2017 - Lobbied in opposition to policy riders adverse to AARP interests.
H.R. 628/S. 218, Social Security Fraud Prevention Act - Supported bill.
H.R. 1313, Preserving Employee Wellness Programs Act - Opposed bill.
S. 443, Protecting Older Workers Against Discrimination Act - Supported bill.
Discussed activities to commemorate the 50th Anniversary of the Age Discrimination in Employment Act.

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 WEL

16. Specific lobbying issues

H.R. 2028 (Public Law 114-254) - Further Continuing and Security Assistance Appropriations Act, 2017 - Lobbied to protect nutrition, supportive services and home energy assistance for low income seniors.

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

H.R. 1313, Preserving Employee Wellness Programs Act - Opposed bill.
S. 443, Protecting Older Workers Against Discrimination Act - Supported bill.
Discussed activities to commemorate the 50th Anniversary of the Age Discrimination in Employment Act.

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 RET

16. Specific lobbying issues

H.Res.66, H.Res.67, S.Res.33, S.Res.34 - Lobbied to prevent revocation of the Department of Labor's guidance to state and municipal-facilitated retirement savings programs under the Congressional Review Act.
Discussed support for the DOL Fiduciary rule.
H.R. 2028 (Public Law 114-254) - Further Continuing and Security Assistance Appropriations Act, 2017 - Lobbied in opposition to hostile policy riders concerning DOL fiduciary duty rules.
Met with the SSA and OMB regarding SSA FY 2017 and FY 2018 funding levels and reviewed comments and testimony regarding Representative Payee Program.
Discussed conceptual draft of bill regarding electronic disclosures regarding retirement plans.
H.R. 624, Social Security Fraud Prevention Act of 2017 - Endorsed bill.
Supported bill that requires the Social Security Administration to remove Social Security Numbers from mailings when their use is unnecessary (MAIL Act, no bill number this Congress).

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

U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Labor - Dept of (DOL), Office of Management & Budget (OMB), Social Security Administration (SSA)

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 FIN

16. Specific lobbying issues

Discussed support for the DOL Fiduciary rule.
H.R. 2028 (Public Law 114-254) - Further Continuing and Security Assistance Appropriations Act, 2017 - Discussed potential hostile riders concerning SEC and DOL fiduciary duty rules with House and Senate Appropriations Committee staff.

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

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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 TRA

16. Specific lobbying issues

Discussed traffic safety and older pedestrians.
Discussed safe road design for all users of the road.
Discussed autonomous vehicles.
Discussed transportation appropriations.
Discussed non-emergency medical transportation.
Discussed highway signage font.
H.R. 2028 (Public Law 114-254) - Further Continuing and Security Assistance Appropriations Act, 2017 - Lobbied in support of bill report language regarding Safe Streets provision in FAST Act, 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, 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

Discussed support for medical expense deduction tax treatment.
Discussed the Credit for Caring Act (no bill number).
Discussed Americans Giving Care to Elders (AGE) Act (no bill number).
H.R. 329, Elder Services Tax Credit Act of 2017 - Discussed bill.
H.R. 2028 (Public Law 114-254) - Further Continuing and Security Assistance Appropriations Act, 2017 - Lobbied to protect and enhance funding levels for IRS VITA & TCE taxpayer assistance programs.
Discussed health and retirement tax incentives: Sent letter to House and Senate committee leadership addressing taxation of Social Security benefits, the retention of the extra standard deduction for those ages 65 or older, access to workplace retirement plans, targeted incentives for work-place retirement saving plans, protection of earned pensions for vulnerable retirees and their families, and maintenance of consumer protections.

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 INS

16. Specific lobbying issues

H.R. 708, State Age Rating Flexibility Act of 2017 - Discussed opposition to bill.
H.R. 1121, Pre-Existing Conditions Protection Act of 2017 - Discussed bill.
H.R. 708/H.R.1628 - Provided information on the age tax and its impact on older adults.
H.R. 1628, American Health Care Act - Discussed health care reform and opposition to the bill including because of "age tax" and changes to Medicaid.
Discussed priorities for older adults in health care reform legislation including Medicare, private health insurance/age tax, Medicaid, and prescription drugs.
S. 191, Patient Freedom Act of 2017 - Discussed bill.
Discussed health care reform generally.

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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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