|
LOBBYING REPORT |
Lobbying Disclosure Act of 1995 (Section 5) - All Filers Are Required to Complete This Page
2. Address
Address1 | 601 E St, NW |
Address2 | |
City | Washington |
State | DC |
Zip Code | 20049 |
Country | USA |
3. Principal place of business (if different than line 2)
City | |
State | |
Zip Code | |
Country | |
|
5. Senate ID# 1694-12
|
||||||||
|
6. House ID# 306360000
|
TYPE OF REPORT | 8. Year | 2011 |
Q1 (1/1 - 3/31) | Q2 (4/1 - 6/30) | Q3 (7/1 - 9/30) | Q4 (10/1 - 12/31) |
9. Check if this filing amends a previously filed version of this report
10. Check if this is a Termination Report | Termination Date | |
11. No Lobbying Issue Activity |
INCOME OR EXPENSES - YOU MUST complete either Line 12 or Line 13 | |||||||||
---|---|---|---|---|---|---|---|---|---|
12. Lobbying | 13. Organizations | ||||||||
INCOME relating to lobbying activities for this reporting period was: | EXPENSE relating to lobbying activities for this reporting period were: | ||||||||
|
|
||||||||
|
|
||||||||
Provide a good faith estimate, rounded to the nearest $10,000, of all lobbying related income for the client (including all payments to the registrant by any other entity for lobbying activities on behalf of the client). | 14. REPORTING Check box to indicate expense accounting method. See instructions for description of options. | ||||||||
Method A.
Reporting amounts using LDA definitions only
Method B. Reporting amounts under section 6033(b)(8) of the Internal Revenue Code Method C. Reporting amounts under section 162(e) of the Internal Revenue Code |
Signature | Digitally Signed By: Nancy LeaMond, Executive Vice President |
Date | 04/15/2011 |
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 financial regulatory reforms, including consumer and investor protections, a potential systemic risk regulator, and consolidation of agencies (no bill).
Pub.Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation.
Discussed draft legislation which would provide individuals a better understanding of the lifetime value of their 401(k) plan assets by including in a yearly benefit statement a conversion of their total accrued benefits into a monthly dollar amount as if they had opted to receive a lifetime annuity. (no bill)
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Securities & Exchange Commission (SEC), Labor - Dept of (DOL), Treasury - Dept of
18. Name of each individual who acted as a lobbyist in this issue area
First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
David |
Sloane |
|
|
|
David |
Certner |
|
|
|
Nancy |
LeaMond |
|
|
|
Elaine |
Ryan |
|
|
|
Cristina |
Martin-Firvida |
|
|
|
Ryan |
Wilson |
|
|
|
Mary |
Wallace |
|
|
|
Thomas M. |
Nicholls |
|
|
|
Dean M. |
Sagar |
|
|
|
Michele |
Kimball |
|
|
|
Ernie |
Powell |
|
|
|
Gregory J. |
Wang |
|
|
|
Andrea |
Price-Carter (Price) |
|
|
|
Kristin |
Keckeisen |
|
|
|
George |
Gaberlavage |
|
|
|
Sarah |
Lock |
|
|
|
Diane |
Beedle |
|
|
|
Ryan |
Wilson |
|
|
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
H.J. Res. 44, H.J. Res. 48, Continuing Appropriations Amendments, FY 2011 - Lobbied for funding for various federal programs serving Older Americans, most notably SSA Administrative expenses, LIHEAP, aging services, HECM reverse mortgage subsidy and Section 202, Housing for the Elderly.
H. R. 1, Full Year Continuing Appropriations Act FY 2011 - Lobbied for adequate funding for OAA, EJA, CSFP, SCSEP, CNCS, SNAP.
Discussions on Administration's position on the debt ceiling and possible impact on Social Security. (no bill)
S. 163, Full Faith and Credit Act - Discussed AARP position on legislation and second degree amendment to the legislation.
S.245, CAP Act of 2011 - Discussed our concerns and opposition to the legislation.
H.J. Res. 1/S.J. Res. 4 - Proposing a balanced budget to the Constitution - Discussed legislation.
Discussed draft budgetary legislation on Medicare, Medicaid, and Social Security. (no bill)
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Social Security Administration (SSA), Centers For Medicare and Medicaid Services (CMS), White House Office, Labor - Dept of (DOL), Internal Revenue Service (IRS)
18. Name of each individual who acted as a lobbyist in this issue area
First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
David |
Certner |
|
|
|
Timothy James |
Gearan |
|
|
|
Cristina |
Martin-Firvida |
|
|
|
Nancy |
LeaMond |
|
|
|
Elaine |
Ryan |
|
|
|
Anna |
Schwamlein Howard |
|
|
|
David |
Sloane |
|
|
|
Larry |
White |
|
|
|
Dean M. |
Sagar |
|
|
|
Fred |
Griesbach |
|
|
|
Nora |
Super |
|
|
|
Kerry |
Everitt |
|
|
|
Dawit |
Kahsai |
|
|
|
Kristin |
Keckeisen |
|
|
|
Doug E. |
Johnston |
|
|
|
Denise |
DeMichele |
|
|
|
Andrea |
Price-Carter (Price) |
|
|
|
Rhonda |
Richards |
|
|
|
Gregory J. |
Wang |
|
|
|
Peter |
Jeffries |
|
|
|
Ahaviah Diane |
Glaser |
|
|
|
Steven |
Carter |
|
|
|
John |
Erlingheuser |
|
|
|
Jasmine |
Vasquez |
|
|
|
Luke |
Russell |
|
|
|
Nina |
Weiler-Harwell |
|
|
|
Chris |
Michalek |
|
|
|
Blenda |
Riddick |
|
|
|
Bill |
Brown |
|
|
|
Herb |
Sanderson |
|
|
|
Lisa |
Lamkins |
|
|
|
Claudio |
Gualtieri |
|
|
|
Sarah |
Lock |
|
|
|
Ernie |
Powell |
|
|
|
Diane |
Beedle |
|
|
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 draft legislation on Voter Modernization to Amend National Voter Registration Act of 1993 to promote use of Internet by state election officials in voter registration activities. (no bill)
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
First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
David |
Certner |
|
|
|
David |
Sloane |
|
|
|
Elaine |
Ryan |
|
|
|
Nancy |
LeaMond |
|
|
|
Cristina |
Martin-Firvida |
|
|
|
Larry |
White |
|
|
|
Rhonda |
Richards |
|
|
|
Nora |
Super |
|
|
|
Deborah |
Chalfie |
|
|
|
Sarah |
Lock |
|
|
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 ENG
16. Specific lobbying issues
H.J. Res. 44, H.J. Res. 48, Continuing Appropriations Amendments, FY 2011 - Lobbied for funding for various federal programs serving Older Americans, most notably SSA Administrative expenses, LIHEAP, aging services, HECM reverse mortgage subsidy and Section 202, Housing for the Elderly.
Discussed AARP's concerns for consumer protections around the deployment of smart meters. (no bill)
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Energy - Dept of, Federal Energy Regulatory Commission (FERC)
18. Name of each individual who acted as a lobbyist in this issue area
First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
David |
Certner |
|
|
|
David |
Sloane |
|
|
|
Marther Thomas |
Doneghy |
|
|
|
Dean M. |
Sagar |
|
|
|
Elaine |
Ryan |
|
|
|
Nancy |
LeaMond |
|
|
|
Timothy James |
Gearan |
|
|
|
Cristina |
Martin-Firvida |
|
|
|
George |
Gaberlavage |
|
|
|
Blenda |
Riddick |
|
|
|
Doug E. |
Johnston |
|
|
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
Discussed demographics and priorities for AARP members and the 50+ population in general. (no bill)
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Securities & Exchange Commission (SEC)
18. Name of each individual who acted as a lobbyist in this issue area
First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
David |
Certner |
|
|
|
David |
Sloane |
|
|
|
Cristina |
Martin-Firvida |
|
|
|
Denise |
DeMichele |
|
|
|
Kristin |
Keckeisen |
|
|
|
Nancy |
LeaMond |
|
|
|
Elaine |
Ryan |
|
|
|
Gregory J. |
Wang |
|
|
|
Larry |
White |
|
|
|
Peter |
Jeffries |
|
|
|
Thomas M. |
Nicholls |
|
|
|
Dean M. |
Sagar |
|
|
|
Katie |
Gallehugh |
|
|
|
Dawit |
Kahsai |
|
|
|
Mary |
Wallace |
|
|
|
Fred |
Griesbach |
|
|
|
Nina |
Weiler-Harwell |
|
|
|
Blenda |
Riddick |
|
|
|
Herb |
Sanderson |
|
|
|
George |
Gaberlavage |
|
|
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
Provided information on the need for nursing education capacity and the retention of newer and older nurses in the workplace. (no bill)
Discussed barriers to care that can result from language differences between providers and patients and/or lack of translation services. (no bill)
H.J.Res 44, H.J. Res. 48, Continuing Appropriations Amendments, FY 2011 - Lobbied for funding for various federal programs serving Older Americans, SSA, various health care, employment, aging services and nutrition programs.
Together We Care Act - Discussed draft legislation that would create a three-year pilot program to train public housing residents to provide covered home-based health services. (no bill)
Pub. Law 111-148 & 111-152 - Discussed implementation of health disparities data collection provisions of the Affordable Care Act. Pub. Law 111-148 & 111-152 - Discussed implementation of health care legislation that would reform the health care system to provide affordable quality health care and expand access to long term care services.
Lobbied in support of legislation to provide a hearing aid tax credit to individuals. (no bill)
Lobbied in support of comparative effectiveness research. (no bill)
Discussed need to increase health information technology quality measurements and access to qualified systems. (no bill)
Discussed comparative effectiveness research. (no bill)
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Health & Human Services - Dept of (HHS), White House Office, Centers For Medicare and Medicaid Services (CMS), Office of Management & Budget (OMB), Office of Personnel Management (OPM), Administration on Aging, Health Resources & Services Administration (HRSA), Labor - Dept of (DOL), Treasury - Dept of, Justice - Dept of (DOJ), Medicare Payment Advisory Commission (MedPAC)
18. Name of each individual who acted as a lobbyist in this issue area
First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
David |
Certner |
|
|
|
David |
Sloane |
|
|
|
Desiree |
Hung |
|
|
|
Herb |
Sanderson |
|
|
|
Ed |
Burtenshaw |
|
|
|
Denise |
DeMichele |
|
|
|
Kerry |
Everitt |
|
|
|
Cristina |
Martin-Firvida |
|
|
|
Anna |
Schwamlein Howard |
|
|
|
Ahaviah Diane |
Glaser |
|
|
|
Nancy |
LeaMond |
|
|
|
Kristin |
Keckeisen |
|
|
|
Katie |
Gallehugh |
|
|
|
Nora |
Super |
|
|
|
Fred |
Griesbach |
|
|
|
Elaine |
Ryan |
|
|
|
Andrea |
Price-Carter (Price) |
|
|
|
Rhonda |
Richards |
|
|
|
Leah |
Cohen Hirsch |
|
|
|
Gregory J. |
Wang |
|
|
|
Erika |
Stratmann |
|
|
|
Winifred V. |
Quinn |
|
|
|
Timothy James |
Gearan |
|
|
|
Michele |
Kimball |
|
|
|
Ernie |
Powell |
|
|
|
Lisa |
Lamkins |
|
|
|
Monica |
Gonzales-Conic |
|
|
|
John |
Rother |
|
|
|
Blenda |
Riddick |
|
|
|
Lisa K. |
Davis |
|
|
|
Mary |
Bergstrom |
|
|
|
Christine |
Michalek |
|
|
|
Steven S. |
Carter |
|
|
|
Nina |
Weiler-Harwell |
|
|
|
Leigh |
Purvis |
|
|
|
Luke |
Russell |
|
|
|
Sarah |
Lock |
|
|
|
Heidi |
Holste |
|
|
|
Bill |
Brown |
|
|
|
Doug |
Johnston |
|
|
|
Kevin |
Donnellan |
|
|
|
Mary Cheryl |
Matheis |
|
|
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
Pub.Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation.
Discussed assisted living housing. (no bill)
Discussed Section 202 budget and restructuring proposals. (no bill)
H.J. Res. 44, H.J. Res. 48, Continuing Appropriations Amendments, FY 2011 - Lobbied for funding for HECM reverse mortgage subsidy and public housing and Section 202, Housing for the Elderly programs.
Discussed Federal Reserve Board proposed rules regarding Regulation Z requirements for reverse mortgages and consumer right of rescission. (no bill)
P.L.111-372, Supportive Housing for the Elderly Act - Discussed enactment of legislation to provide for rehabilitation of existing rental housing units constructed under the HUD Section 202 housing program and to allow greater flexibility in combining HUD rehabilitation funding with other sources of funding, and to modify The Assisted Living Conversion Program.
H.R. 830, FHA Refinance Program Termination Act - Disucssed concerns over foreclosures and older homeowners.
Discussed reverse mortgage issues including non-recourse loan issues. (no bill)
Discussed mortgage finance market reform options. (no bill)
Discussed draft legislation on accessibility standards for single-family homes. (no bill)
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Housing & Urban Development - Dept of (HUD), Treasury - Dept of, Federal Reserve System, White House Office
18. Name of each individual who acted as a lobbyist in this issue area
First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
David |
Certner |
|
|
|
David |
Sloane |
|
|
|
Dean M. |
Sagar |
|
|
|
Nancy |
LeaMond |
|
|
|
Elaine |
Ryan |
|
|
|
Cristina |
Martin-Firvida |
|
|
|
Steve |
Carter |
|
|
|
Mary |
Wallace |
|
|
|
Diane |
Beedle |
|
|
|
Nora |
Super |
|
|
|
Rhonda |
Richards |
|
|
|
Timothy James |
Gearan |
|
|
|
Herb |
Sanderson |
|
|
|
John |
Erlingheuser |
|
|
|
Kerry |
Everitt |
|
|
|
Doug E. |
Johnston |
|
|
|
Luke |
Russell |
|
|
|
Nina |
Weiler-Harwell |
|
|
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
Provided information on the need for nursing education capacity and the retention of newer and older nurses in the workplace (no bill).
S.1256 Home and Community Balanced Incentives Act - Discussed implementation of certain enacted provisions.
Pub.Law 111-148 & 111-152 - Discussed implementation of health care law that would reform the health care system to provide affordable quality health care, reduce drug costs and expand access to long-term services and supports.
S. 227, Home Health Planning Improvement Act of 2011 - Lobbied for Nurse Practitioners, Clinical Nurse Specialists, and Physician Assistants being able to order Medicare funded home health care.
Improving Access to Medicare Coverage Act - Discussed draft legislation to count a period of observation status in a hospital exceeding 24 hours toward satisfying the 3-day inpatient hospital requirement for coverage of skilled nursing facility services under Medicare.(no bill)
Discussed transitional care demonstration program.
Discussed how to preserve Medicaid services despite budgetary pressures at both state and federal levels. (no bill)
Discussed how to implement Medicaid provisions of Affordable Care Act.
Lobbied in support of draft legislation that would grant individuals whose COBRA has expired the same Medicare Part B enrollment rights as those who have group coverage. (no bill)
S. 374, Medicare Mental Health Inpatient Equity Act - Lobbied in support of legislation to eliminate the 190-day lifetime limit on in-patient psychiatric hospital services.
H.J.Res. 44, H.J. Res. 48, Continuing Appropriations Amendments, FY 2011 - Lobbied for funding for various federal programs serving Older Americans, most notably SSA Administrative expenses, LIHEAP, aging services, HECM reverse mortgage subsidy and Section 202, Housing for the Elderly.
Discussed improving access to care for underserved population. (no bill)
Discussed importance of maintaining low income subsididies and supports in Medicare. (no bill)
Discussed the importance of coordinating services for those who qualify for both Medicare and Medicaid in order to ensure that beneficiaries receive all needed benefits but there is no duplication. (no bill)
Discussed whether, and under what circumstances, managed care could effectively be used to provide benefits to dual eligible beneficiaries. (no bill)
Discussed implementation of Anti-Fraud Measures of Affordable Care Act, including coordination between HHS, DOJ and state Attorneys General.
Discussed additional methods for fighting fraud and waste in Health Care. (no bill)
Discussed Medigap and need for guaranteed issue for all populations and need to increase medical loss ratio.
H.R. 978 - Lobbied in support of legislation to preclude the use of Social Security numbers on government issued identification cards.
Discussed medicare physician payment issues. (no bill)
Discussed durable medical equipment bidding. (no bill)
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Health & Human Services - Dept of (HHS), Government Accountability Office (GAO), White House Office, Office of Management & Budget (OMB), Centers For Medicare and Medicaid Services (CMS), Administration on Aging, Medicare Payment Advisory Commission (MedPAC), Social Security Administration (SSA), Labor - Dept of (DOL), Justice - Dept of (DOJ), Treasury - Dept of
18. Name of each individual who acted as a lobbyist in this issue area
First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
David |
Certner |
|
|
|
David |
Sloane |
|
|
|
Lisa |
Lamkins |
|
|
|
Rhonda |
Richards |
|
|
|
Anna |
Schwamlein Howard |
|
|
|
Denise |
DeMichele |
|
|
|
Steve |
Carter |
|
|
|
Kristin |
Keckeisen |
|
|
|
Leah |
Cohen Hirsch |
|
|
|
Winifred V. |
Quinn |
|
|
|
Elaine |
Ryan |
|
|
|
Fred |
Griesbach |
|
|
|
Nancy |
LeaMond |
|
|
|
Nora |
Super |
|
|
|
Gregory J. |
Wang |
|
|
|
Ahaviah Diane |
Glaser |
|
|
|
Herb |
Sanderson |
|
|
|
Bill |
Brown |
|
|
|
Blenda |
Riddick |
|
|
|
Leigh |
Purvis |
|
|
|
Timothy James |
Gearan |
|
|
|
Andrea |
Price-Carter (Price) |
|
|
|
Ed |
Burtenshaw |
|
|
|
Peter |
Jeffries |
|
|
|
Cristina |
Martin-Firvida |
|
|
|
John S. |
Cummings |
|
|
|
Ernie |
Powell |
|
|
|
Doug E. |
Johnston |
|
|
|
John |
Rother |
|
|
|
Sara |
Lock |
|
|
|
Luke |
Russell |
|
|
|
John |
Erlingheuser |
|
|
|
Christine |
Michalek |
|
|
|
Heidi |
Holste |
|
|
|
Nina |
Weiler-Harwell |
|
|
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.J. Res. 44, H.J. 48, Continuing Appropriations Amendments, FY 2011 - Lobbied for funding for FDA Office of Generic Drugs and nutrition assistance.
Discussed legislative intent with respect to Biologic drugs and exclusivity period.(no bill)
S. 319, Pharmaceutical Market Access and Drug Safety Act of 2011 - Discussed importance of potential savings to consumers through safe importation of prescription drugs and endorsed legislation.
Discussed importance of potential savings both to consumers and to the federal government of granting Secretarial Negotiating Authority to Secretary of HHS on Medicare Part D. (no bill)
Discussed need for greater consumer safety protections both in OTC and prescription drugs. (no bill)
Discussed need to end industry tactics like Pay for Delay which inappropriately extends patents with effect of keeping prices high for consumers and government. (no bill)
Discussed need for doctors to get unbiased information on prescription pharmaceuticals through programs like academic detailing. (no bill)
Discussed possible savings and better health care outcomes that could result from Medication Therapy Management. (no bill)
Pub. Law 111-148 and 111-152 - Discussed implementation of health care legislation to reform the health care system to provide quality healthcare, expand access to long-term services and supports, and reduced prescription drug costs.
Discussed greater affordability of generic versions of both generic and biologic drugs.
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, White House Office, Health & Human Services - Dept of (HHS), Food & Drug Administration (FDA), Justice - Dept of (DOJ), Centers For Medicare and Medicaid Services (CMS), Medicare Payment Advisory Commission (MedPAC), Office of Management & Budget (OMB), Treasury - Dept of
18. Name of each individual who acted as a lobbyist in this issue area
First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Anna |
Schwamlein Howard |
|
|
|
David |
Certner |
|
|
|
David |
Sloane |
|
|
|
Denise |
DeMichele |
|
|
|
Elaine |
Ryan |
|
|
|
Nancy |
LeaMond |
|
|
|
Cristina |
Martin-Firvida |
|
|
|
Rhonda |
Richards |
|
|
|
Nora |
Super |
|
|
|
Fred |
Griesbach |
|
|
|
John |
Rother |
|
|
|
Sarah |
Lock |
|
|
|
Timothy James |
Gearan |
|
|
|
Leigh |
Purvis |
|
|
|
Gregory J. |
Wang |
|
|
|
Andrea |
Price-Carter (Price) |
|
|
|
Ahaviah Diane |
Glaser |
|
|
|
Lisa |
Lamkins |
|
|
|
Ernie |
Powell |
|
|
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
Discussed demographics and priorities for AARP members and the 50+ population in general. (no bill)
Discussed concerns about cutting Social Security benefits as a way of addressing the nation's current budget deficits. (no bill)
H.J. Res. 44, H.J. Res. 48, Continuing Appropriations Amendments, FY 2011 - Lobbied for increased funding of SSA Administrative expenses to reduce disability claim backlog and improve customer service.
Discussed automatic indivudual retirement accounts, funded via payroll deduction, to individuals who work for an employer of a particular size and tenure who does not currently offer a retirement vehicle to their employees. (no bill)
Discussion on Automatic IRA proposal to provide automatic individual retirement accounts, funded via payroll deduction, to individuals who work for an employer of a particular size and tenure that do not currently offer a retirement savings vehicle to their employees. (no bill)
Discussed Social Security COLA relief. (no bill)
H. R. 677/S. 267, Lifetime Income Disclosure Act - Submitted letter of support to the original co-sponsors of the House and Senate versions of the Lifetime Income Disclosure Act. This legislation would provide individulas with a better understanding of the lifemtime value of their 401 (k) plan assets by including in a yearly benefit statement a conversion of their total accrued benefits into a monthly dollar amount as if they had opted to receive a lifetime annuity.
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Treasury - Dept of, Social Security Administration (SSA), White House Office,
18. Name of each individual who acted as a lobbyist in this issue area
First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
David |
Certner |
|
|
|
David |
Sloane |
|
|
|
Denise |
DeMichele |
|
|
|
Desiree |
Hung |
|
|
|
Kristin |
Keckeisen |
|
|
|
Dawit |
Kahsai |
|
|
|
Gregory J. |
Wang |
|
|
|
Timothy James |
Gearan |
|
|
|
Cristina |
Martin-Firvida |
|
|
|
Fred |
Griesbach |
|
|
|
Andrea |
Price-Carter (Price) |
|
|
|
Elaine |
Ryan |
|
|
|
Nancy |
LeaMond |
|
|
|
Jasmine |
Vasquez |
|
|
|
Thomas M. |
Nicholls |
|
|
|
Peter |
Jeffries |
|
|
|
Ed |
Burtenshaw |
|
|
|
John S. |
Cummings |
|
|
|
Blenda |
Riddick |
|
|
|
John |
Rother |
|
|
|
Nina |
Weiler-Harwell |
|
|
|
Kevin |
Donnellan |
|
|
|
Monica |
Gonzales-Conic |
|
|
|
Doug E. |
Johnston |
|
|
|
Bill |
Brown |
|
|
|
Sarah |
Lock |
|
|
|
Steve |
Carter |
|
|
|
Luke |
Russell |
|
|
|
John |
Erlingheuser |
|
|
|
Mary |
Bergstrom |
|
|
|
Christine |
Michalek |
|
|
|
Herb |
Sanderson |
|
|
|
Lisa |
Lamkins |
|
|
|
Ernie |
Powell |
|
|
|
Lisa K. |
Davis |
|
|
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.R. 1058, the Seniors' Tax Simplification Act of 2011 - Submitted letter of support to the original cosponsors of the Seniors' Tax Simplification Act. This legislation would allow older tax filers to file a short tax form, similar to the 1040EZ, that includes income from Social Security.
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Treasury - Dept of, Internal Revenue Service (IRS),
18. Name of each individual who acted as a lobbyist in this issue area
First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Cristina |
Martin-Firvida |
|
|
|
David |
Certner |
|
|
|
David |
Sloane |
|
|
|
Dean M. |
Sagar |
|
|
|
Sarah |
Lock |
|
|
|
Jasmine |
Vasquez |
|
|
|
Nancy |
LeaMond |
|
|
|
Kristin |
Keckeisen |
|
|
|
Elaine |
Ryan |
|
|
|
Gregory J. |
Wang |
|
|
|
Dawit |
Kahsai |
|
|
|
Thomas M. |
Nicholls |
|
|
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 AARP's concerns for "Bill Shock" experienced by members and consumers with wireless providers. (no bill)
Discussed FCC's interest in consumer protections against unexpected wireless charges as a result of lack of transparency and disclosure by wireless providers to consumers on fine print. (no bill)
Discussed initiatives on identity verification over the Internet. (no bill)
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, Federal Communications Commission (FCC), U.S. SENATE, White House Office
18. Name of each individual who acted as a lobbyist in this issue area
First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
David |
Certner |
|
|
|
David |
Sloane |
|
|
|
Nancy |
LeaMond |
|
|
|
Elaine |
Ryan |
|
|
|
Dean M. |
Sagar |
|
|
|
Marther Thomas |
Doneghy |
|
|
|
George |
Gaberlavage |
|
|
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
Discussion of draft legislation to reauthorize SAFTEA-LU. AARP interests include increasing funding for public transit and special needs para-transit services, promotion of older driver and pedestrian safety, expanding adoption of planning and design features to better accommodate all roadway users and strengthening connections between transportation and land use planning. (no bill)
Discussed human services coordination and public transportation. (no bill)
Discussed older driver and pedestrian safety. (no bill)
Safe and Complete Streets Act - Discussion of draft legislation to require States and Metropolitan Planning Organizations to adopt complete streets policies to ensure that federally-funded improvements to roadways incorporate design changes that permit potential users of all ages and abilities to travel safely and conveniently. (no bill)
Older Driver and Pedestrian Safety and Roadway Enhancement Act - Discussion of draft legislation to create a federal funding program for States to implement federal safety design recommendations at roads and intersections with a high incidence of traffice accidents and fatalities involving older drivers and pedestrians. (no bill)
Specialized Transportation for Older Adults legislation - Discussion of proposed legislation to reauthorize, increase capital funding and provide operating subsidy funding for the Department of Transportation Sec.5310 special needs transportation program for seniors and persons with disabilities.(no bill)
H.J.Res. 44, H.J.Res. 48, Continuing Appropriations Amendments, FY 2011 - Lobbied for funding for various federal programs serving Older Americans, most notably SSA Administrative expensives, LIHEAP, aging services, HECM reverse mortgage subsidy and Section 202, Housing for the Elderly.
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Transportation - Dept of (DOT), Natl Highway Traffic Safety Administration (NHTSA), Federal Transit Administration (FTA)
18. Name of each individual who acted as a lobbyist in this issue area
First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
David |
Certner |
|
|
|
David |
Sloane |
|
|
|
Debra |
Alvarez |
|
|
|
Cristina |
Martin-Firvida |
|
|
|
Nancy |
LeaMond |
|
|
|
Elaine |
Ryan |
|
|
|
Dean M. |
Sagar |
|
|
|
Kerry |
Everitt |
|
|
|
Blenda |
Riddick |
|
|
|
John |
Erlingheuser |
|
|
|
Denise |
DeMichele |
|
|
|
Nina |
Weiler-Harwell |
|
|
|
Andrea |
Price-Carter (Price) |
|
|
|
Timothy James |
Gearan |
|
|
|
Gregory J. |
Wang |
|
|
|
Kristin |
Keckeisen |
|
|
|
Adam |
Goldberg |
|
|
|
Herb |
Sanderson |
|
|
|
George |
Gaberlavage |
|
|
|
Doug E. |
Johnston |
|
|
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 TOR
16. Specific lobbying issues
Discussed implementation of Tort reform provisions of Affordable Care Act, including various demonstration proposals. (no bill)
Discussed other possible revisions to Tort system that would still preserve patient protections and have goal of reducing medical error. (no bill)
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE
18. Name of each individual who acted as a lobbyist in this issue area
First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Anna |
Schwamlein Howard |
|
|
|
Ahaviah Diane |
Glaser |
|
|
|
Nora |
Super |
|
|
|
Elaine |
Ryan |
|
|
|
David |
Sloane |
|
|
|
David |
Certner |
|
|
|
Nancy |
LeaMond |
|
|
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 CSP
16. Specific lobbying issues
Pub. Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation.
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Treasury - Dept of, Securities & Exchange Commission (SEC), Labor - Dept of (DOL)
18. Name of each individual who acted as a lobbyist in this issue area
First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Dean M. |
Sagar |
|
|
|
Mary |
Wallace |
|
|
|
Cristina |
Martin-Firvida |
|
|
|
Elaine |
Ryan |
|
|
|
David |
Sloane |
|
|
|
David |
Certner |
|
|
|
Nancy |
LeaMond |
|
|
|
Kristin |
Keckeisen |
|
|
|
Ryan |
Wilson |
|
|
|
George |
Gaberlavage |
|
|
|
Sarah |
Lock |
|
|
|
Diane |
Beedle |
|
|
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
Pub. Law 111-148 and 111-152, Patient Protection and Affordability Care Act - Discussed implementation of certain provisions related to affordable quality health care and expand access to long-term services and supports.
H.R. 63, Long Term Care Insurance Reform Act of 2011 - Lobbied for legislation that improves consumer protections and provides better information regarding private long-term care insurance policies.
S. 159, The Confidence in Long-Term Care Insurance Act of 2011- Discussed legislation that would improve consumer protections and provide better information regarding private Long-Term care insurance policies.
Discussed employer sponsored wellness programs.
Discussed need for transparency in rate reviews.
Discussed need for consumer protection in internal and external appeals for self-funded plans.
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, White House Office, Health & Human Services - Dept of (HHS)
18. Name of each individual who acted as a lobbyist in this issue area
First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Gregory J. |
Wang |
|
|
|
Fred |
Griesbach |
|
|
|
Nora |
Super |
|
|
|
Elaine |
Ryan |
|
|
|
Nancy |
LeaMond |
|
|
|
David |
Sloane |
|
|
|
David |
Certner |
|
|
|
Denise |
DeMichele |
|
|
|
Kristin |
Keckeisen |
|
|
|
Anna |
Schwamlein Howard |
|
|
|
Leah |
Cohen Hirsch |
|
|
|
Ahaviah Diane |
Glaser |
|
|
|
Rhonda |
Richards |
|
|
|
John |
Rother |
|
|
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
H.J. Res. 44, H.J. Res. 48, Continuing Appropriations Amendments, FY 2011 - Lobbied for funding for various federal programs serving Older Americans, most notably SSA Administrative expenses, LIHEAP, aging services, HECM reverse mortgage subsidy and Section 202, Housing for the Elderly.
Discussion on federal nutrition programs and policy. (no bill)
Discussed continuing development of modern alternative measures of poverty. (no bill)
Lobbied for expanded access to federal nutrition programs by eligible persons. (no bill)
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Agriculture - Dept of (USDA), Administration on Aging, Bureau of the Census
18. Name of each individual who acted as a lobbyist in this issue area
First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Larry |
White |
|
|
|
Cristina |
Martin-Firvida |
|
|
|
Elaine |
Ryan |
|
|
|
David |
Sloane |
|
|
|
David |
Certner |
|
|
|
Nancy |
LeaMond |
|
|
|
Timothy James |
Gearan |
|
|
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
Protecting Older Workers Against Discrimination Act - Discussion of draft legislation to restore law to its state before 2009 SCOTUS decision in Gross v. FBL Financial Services. (no bill)
Discussion on the availability of flexible work options. (no bill)
Discussion on research on the impact of pay inequity on retirement income. (no bill)
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Labor - Dept of (DOL), Equal Employment Opportunity Commission (EEOC),
18. Name of each individual who acted as a lobbyist in this issue area
First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Deborah |
Chalfie |
|
|
|
Cristina |
Martin-Firvida |
|
|
|
Nancy |
LeaMond |
|
|
|
David |
Sloane |
|
|
|
David |
Certner |
|
|
|
Elaine |
Ryan |
|
|
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 reauthorization of the Older Americans Act. (no bill)
S. 462, Elder Abuse Victims Act - Continued advocacy to develop legislative and regulatory policy to protect seniors from abuse, exploitation and neglect.
S. 465, Senior Financial Empowerment Act - Continued advocacy to develop legislative and regulatory policy to protect seniors from abuse, exploitation and neglect.
S. 464, Elder Abuse in Later Life - Continued advocacy to develop legislative and regulatory policy to protect seniors from abuse, exploitation and neglect.
H.R. 577, Elder Abuse Prevention Act - Continued advocacy to develop legislative and regulatory policy to protect seniors from abuse, exploitation and neglect.
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Administration on Aging, Justice - Dept of (DOJ), Labor - Dept of (DOL)
18. Name of each individual who acted as a lobbyist in this issue area
First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Nora |
Super |
|
|
|
Larry |
White |
|
|
|
Rhonda |
Richards |
|
|
|
Nancy |
LeaMond |
|
|
|
Elaine |
Ryan |
|
|
|
David |
Certner |
|
|
|
David |
Sloane |
|
|
|
Cristina |
Martin-Firvida |
|
|
|
Ernie |
Powell |
|
|
19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
Information Update Page - Complete ONLY where registration information has changed.
20. Client new address
Address | |
||||||
City | |
State | |
Zip Code | |
Country | |
21. Client new principal place of business (if different than line 20)
City | |
State | |
Zip Code | |
Country | |
22. New General description of client’s business or activities
LOBBYIST UPDATE
23. Name of each previously reported individual who is no longer expected to act as a lobbyist for the client
|
|
||||||||
1 |
|
5 |
|
||||||
2 |
|
6 |
|
||||||
3 |
|
7 |
|
||||||
4 |
|
8 |
|
ISSUE UPDATE
24. General lobbying issue that no longer pertains
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
AFFILIATED ORGANIZATIONS
25. Add the following affiliated organization(s)
Internet Address:
Name | Address |
Principal Place of Business (city and state or country) |
||||||||||||
| ||||||||||||||
|
26. Name of each previously reported organization that is no longer affiliated with the registrant or client
1 | 3 | 5 |
2 | 4 | 6 |
FOREIGN ENTITIES
27. Add the following foreign entities:
Name | Address |
Principal place of business (city and state or country) |
Amount of contribution for lobbying activities | Ownership percentage in client | ||||||||||
| ||||||||||||||
|
% |
28. Name of each previously reported foreign entity that no longer owns, or controls, or is affiliated with the registrant, client or affiliated organization
1 | 5 | 9 |
2 | 6 | 10 |
3 | 7 | 11 |
4 | 8 | 12 |