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 House and Senate ACT Caucus appropriations letter.
H.J. Res. 99 (P.L. 115-30), H.R.244, Consolidated Appropriations Act 2017 (P.L. 115-31), (no bill numbers) Agriculture-Rural Development & Related Agencies bill for FY 2108, Commerce, Science & Justice Appropriations bill for FY 2018, Energy & Water Appropriation bill for FY 2018, Financial Services & General Government Appropriations bill for FY 2018, Labor-HHS Appropriations bill for FY 2018, and Transportation-HUD Appropriations bill for FY 2018 - Lobbied to protect funding levels for federal programs which provide health, nutrition, housing, energy assistance, legal aid and retirement security.

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

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

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. 1628, American Health Care Act (H.R. 1628) and Better Care Reconciliation Act (H.R. 1628) - Discussed opposition to the bill because of provisions regarding the age tax, changes to Medicaid, pre-existing conditions, and Medicare. Shared data on the impact of the legislation, including state data. Discussed priorities for older adults in health care reform legislation including Medicare, private health insurance/age tax, Medicaid, and prescription drugs.
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.
H.J. Res. 99 (P.L. 115-30), H.R.244, Consolidated Appropriations Act 2017 (P.L. 115-31), (no bill numbers) Labor-HHS Appropriations bill for FY 2018 and Transportation-HUD Appropriations bill for FY 2018 - Lobbied in support of increased funding for CMS' state survey and certification program and opposition to hostile policy riders re Patient Protection and Affordable Care Act, and various related medical care research and supportive services.

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

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

18. Name of each individual who acted as a lobbyist in this issue area

19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None

​

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 scheduling and hosting of CMS Caregiver Work Group quarterly meeting.
S. 1151, H.R. 2505, Credit for Caring Act - Discussed support for/endorsement of bill and urged cosponsorship. Invited Members of Congress to speak at an event regarding the bill, family caregiving, and tax reform.
S. 1028, Recognize, Assist, Include, Support, and Engage (RAISE) Family Caregivers Act - Discussed support for/endorsement of bill and markup.
Discussed the Assisting Caregivers Today (ACT) Caucus, an ACT Caucus Dear Colleague, encouraged joining the caucus.
S. 1188, H.R. 2535, Lifespan Respite Care Reauthorization Act - Discussed support for/endorsement of bill.
Discussed possible family caregiving event on the Hill.
Discussed House and Senate ACT Caucus appropriations Dear Colleague.
Discussed Americans Giving Care to Elders (AGE) Act (no bill number).
S. 591, H.R. 1472, Military and Veteran Caregiver Services Improvement Act of 2017 - Supported bill.
Discussed the In-Home Caregiver Assessment Resources and Education Act (no bill number).
S. 1255, Social Security Family Caregiver Credit Act - - Discussed bill.
S. 1091, Supporting Grandparents Raising Grandchildren Act - Sent endorsement letter.
Discussed legislation to create an elder abuse registry.
H.J. Res. 99 (P.L. 115-30), H.R.244, Consolidated Appropriations Act 2017 (P.L. 115-31), (no bill numbers) Agriculture-Rural Development & Related Agencies bill for FY 2108, Labor-HHS Appropriations bill for FY 2018, Transportation-HUD Appropriations bill for FY 2018, Transportation-HUD Appropriations bill for FY 2018, and Energy & Water Appropriation bill for FY 2018 - Lobbied in support of funding for various programs, including senior nutrition, caregiving, energy assistance, supportive services, housing and volunteer community service programs.

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

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

​

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

H.R. 1628, American Health Care Act (H.R. 1628) and Better Care Reconciliation Act (H.R. 1628) - Discussed opposition to the bill because of provisions regarding the age tax, changes to Medicaid, pre-existing conditions, and Medicare. Shared data on the impact of the legislation, including state data. Discussed priorities for older adults in health care reform legislation including Medicare, private health insurance/age tax, Medicaid, and prescription drugs.
S. 870, Creating High-Quality Results and Outcomes Necessary to Improve Chronic (CHRONIC) Care Act of 2017 - Discussed support for/endorsed bill.
Discussed Medicaid home and community-based services.
S. 568, H.R. 1421, Improving Access to Medicare Coverage Act - Discussed our support for/endorsed bill.
S. 445, H.R. 1825, Home Health Planning Improvement Act of 2017 - Discussed our support for/endorsed bill.
S. 464, Independence at Home Act of 2017 - Discussed our support for/endorsed bill.
S. 1334, H.R. 2797, the Patient Choice and Quality Care Act of 2017 - Provided feedback on and discussed support for/endorsed bill.
Discussed proposed changes to final federal regulations regarding conditions of participation for long-term care facilities and arbitration.
Discussed nursing home abuses and nursing home quality.
Responded to inquiry on Medicare buy-in legislation.
H.R. 2575, Beneficiary Enrollment Notification and Eligibility Simplification (BENES) Act of 2017 - Endorsed bill.
Discussed legislation for Medicare coverage of opioid abuse screening and counseling (no bill number).

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), Office of Management & Budget (OMB), 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 PHA

16. Specific lobbying issues

H.R. 1628, American Health Care Act (H.R. 1628) and Better Care Reconciliation Act (H.R. 1628) - Discussed opposition to the bill because of provisions regarding the age tax, changes to Medicaid, pre-existing conditions, and Medicare. Shared data on the impact of the legislation, including state data. Discussed priorities for older adults in health care reform legislation including Medicare, private health insurance/age tax, Medicaid, and prescription drugs.
H.J. Res. 99 (P.L. 115-30), H.R.244, Consolidated Appropriations Act 2017 (P.L. 115-31) and (no bill numbers) Agriculture-Rural Development & Related Agencies bill for FY 2108 - lobbied in support of increased funding for FDA drug processing funding and user fees.
S. 974, the Creates Act - Endorsed bill.
H.R. 2051, FAST Generics Act - Endorsed bill.
S. 1131, H.R. 2439, Fair Drug Pricing Act - Endorsed bill.
S. 124, H.R. 1776, Preserve Access to Affordable Generics Act - Endorsed bill.
Discussed with the Hill and Administration our support for other drug proposals including secretarial negotiation, safe importation and other administrative options to address drug prices.

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

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

16. Specific lobbying issues

Discussed direct care workforce bill (no bill number).
H.R. 1313, Preserving Employee Wellness Programs Act - Opposed bill.
S. 443, H.R. 2560, Protecting Older Workers Against Discrimination Act.
ADEA @ 50 EEOC Hearing - Testified in support of stronger protections.
Discussed activities to commemorate the 50th Anniversary of the Age Discrimination in Employment Act with EEOC Commissioners and staff.

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 WEL

16. Specific lobbying issues

Discussed and shared information on Senior hunger, food insecurity, SNAP, and nutrition.

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

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, H.R. 2560, Protecting Older Workers Against Discrimination Act.
ADEA @ 50 EEOC Hearing - Testified in support of stronger protections. EEOC.
Discussed activities to commemorate the 50th Anniversary of the Age Discrimination in Employment Act with EEOC Commissioners and staff.
H.J. Res. 99 (P.L. 115-30), H.R.244, Consolidated Appropriations Act 2017 (P.L. 115-31), (no bill numbers) Commerce, Science & Justice Appropriations bill for FY 2018, Energy & Water Appropriation bill for FY 2018 and Financial Services & General Government Appropriations bill for FY 2018 - Lobbied in support of Legal Services Corporation, full funding for Census Bureau American Community Survey and in opposition to policy riders affecting access to the Internet.

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

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

18. Name of each individual who acted as a lobbyist in this issue area

19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None

​

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 conceptual draft of bill regarding electronic disclosures regarding retirement plans.
Discussed retirement issues relevant to tax reform.
S. 218/H.R. 624, Social Security Fraud Prevention Act of 2017 - Discussed bill.
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 (H.R. 624, the Social Security Number Fraud Prevention Act and H.R.1513 - Social Security Must Avert Identity Loss (MAIL) Act of 2017).
Met with House and Senate staff and White House staff to discuss possible retirement changes as part of tax legislation.
Met with House and Senate staff to discuss Social Security.
Met with House and Senate staff and the PBGC to discuss possible legislation regarding multiemployer pensions.
Testified before the ERISA Advisory Council on ideas to simplify pension and health plan reporting requirements.
S.1076, Keep Our Pension Promises Act - Endorsed bill.
S.959, Protection of Social Security Benefits Restoration Act - Endorsed bill.
Discussed bipartisan bill enabling graduate student to start IRAS and Retirement Clearinghouse Registry for frozen retirement accounts. AARP supported the latter bill last Congress.
Discussed support for proposals to expand Roth coverage in tax preferred accounts.

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

U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, White House Office, Office of Management & Budget (OMB), Social Security Administration (SSA), Labor - Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC)

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 CFPB arbitration rule (no bill number).
Discussed support for the DOL Fiduciary rule.
Discussed support for Dodd-Frank regulations related to the Consumer Financial Protection Bureau.
H.J. Res. 99 (P.L. 115-30), H.R.244, Consolidated Appropriations Act 2017 (P.L. 115-31) and (no bill number) Financial Services & General Government Appropriations bill for FY 2018 - Lobbied in opposition to inclusion of 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

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

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.

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

U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Transportation - Dept of (DOT)

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

S. 1151, H.R. 2505, Credit for Caring Act - Discussed support for/endorsement of the bill and urged cosponsorship. Invited Members of Congress/Senators to speak at an event regarding the bill, family caregiving, and tax reform.
Discussed Americans Giving Care to Elders (AGE) Act (no bill number).
Discussed medical expense deduction and returning the threshold to 7.5%.
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.
H.J. Res. 99 (P.L. 115-30), H.R.244, Consolidated Appropriations Act 2017 (P.L. 115-31) and (no bill number) Financial Services & General Government Appropriations bill for FY 2018 - Lobbied to protect and enhance funding levels for IRS VITA & TCE taxpayer assistance programs.
Discussed support for proposals to expand Roth coverage in tax preferred accounts.

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. 1628, American Health Care Act (H.R. 1628) and Better Care Reconciliation Act (H.R. 1628) - Discussed opposition to the bill because of provisions regarding the age tax, changes to Medicaid, pre-existing conditions, and Medicare. Shared data on the impact of the legislation, including state data. Discussed priorities for older adults in health care reform legislation including Medicare, private health insurance/age tax, Medicaid, and prescription drugs.

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 VET

16. Specific lobbying issues

S. 591, H.R. 1472, Military and Veteran Caregiver Services Improvement Act of 2017 - Supported bill.
With other groups, wrote to the VA about transparency, standardization, education, and validation in relation to the Program of Comprehensive Assistance for Family Caregivers.
Shared possible witness questions for hearing on military caregivers.

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

U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Veterans Affairs - Dept of (VA)

18. Name of each individual who acted as a lobbyist in this issue area

19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None

​

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