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LOBBYING REPORT |
Lobbying Disclosure Act of 1995 (Section 5) - All Filers Are Required to Complete This Page
2. Address
Address1 | 111 K Street, NE |
Address2 | Suite 700 |
City | WASHINGTON |
State | DC |
Zip Code | 20002-8110 |
Country | USA |
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5. Senate ID# 27467-12
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6. House ID# 303670000
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TYPE OF REPORT | 8. Year | 2025 |
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 |
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11. No Lobbying Issue Activity |
INCOME OR EXPENSES - YOU MUST complete either Line 12 or Line 13 | |||||||||
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12. Lobbying | 13. Organizations | ||||||||
INCOME relating to lobbying activities for this reporting period was: | EXPENSE relating to lobbying activities for this reporting period were: | ||||||||
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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: Max Richtman |
Date | 4/17/2025 4:53:48 PM |
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
Republican Study Committee (RSC) Fiscal Year (FY) 2025 Budget Proposal (No bill): Opposition to proposals in the RSC budget blueprint, representing 80 percent of the House Republican Caucus, especially provisions outlining $1.5 trillion in cuts to Social Security and $1 trillion in cuts to Medicare. The Social Security proposals include raising the full Social Security retirement age, flattening retirement benefits and eliminating auxiliary benefits for workers with average lifetime earnings of only $85,000 per year (in todays dollars), flattening and privatizing the Social Security Disability Insurance (SSDI) program (as outlined in the budget summary) and placing both the Social Security and Medicare Trust Funds on budget. The proposal also suggests repealing automatic Social Security Cost of Living Adjustments (COLAs) in favor of ad hoc, discretionary COLAs, and replacing the Consumer Price Index for Urban Wage Earners and Clerical Workers (CPI-W) with an index that results in smaller COLAs. The health care policy suggestions include proposals to transform Medicare into a capped voucher program that would erode traditional Medicares guarantee of services and shift the focus to privatization via for-profit insurance plans. Medicaid funding would be deeply cut and the program carved into a series of fixed capped block grants.
Budget: Concurrent Budget Resolution (S. Con. Res. 41): A concurrent resolution setting forth the congressional budget for the United States Government for fiscal year 2025 and setting forth the appropriate budgetary levels for fiscal years 2026 through 2034: Opposing the so-called Six Penny Plan because it would significantly harm the economy and force severe cuts in Medicare, Medicaid, Supplemental Nutrition Assistance Program (SNAP) and other federal programs vital to Americas seniors. Concurrent Budget Resolution (H. Con. Res. 14): provision in Section 406 supporting bipartisan reform of Medicare which would likely result in benefit cuts, provisions in Section 409 making employment a requirement for Medicaid eligibility, provisions in Section 414 establishing a fiscal commission intended to cut the earned benefits of American workers and retirees. Graham Substitute amendment to Concurrent Budget Resolution (H. Con. Res. 14) as considered in both the House and Senate: opposing the use of current policy baseline to hide the cost from the American people of making permanent the Tax Cuts and Jobs Act (TCJA); opposing the magnitude and distribution of the tax cuts envisioned in the resolution; opposing spending cuts to Medicaid, SNAP, operating costs for the Social Security Administration, and other programs important to seniors such as homelessness prevention, home-delivered and community meals, transportation access, falls prevention, chronic disease management, resources on Alzheimers disease and related dementia, support to long-term care ombudsman and adult protective services addressing maltreatment, and critical funding in the Community Services Block Grant (CSBG), Community Development Block Grant (CDBG), Social Services Block Grant (SSBG), the Prevention and Public Health Fund (PPHF) and Low Income Home Energy Assistance Program (LIHEAP); opposing the resulting massive amounts of debt that threaten the future viability of earned benefit programs such as Social Security and Medicare.
Appropriations: Full-Year Continuing Appropriations and Extensions Act, 2025 (H.R. 1968, P.L. 119-4): opposing the bill as it does not provide adequate funding for the Social Security Administration, the Department of Health and Human Services Center for Medicare and Medicaid Services (CMS) to support basic health care and long-term services and supports, or the extremely important and popular programs administered under the Older Americans Act (OAA) such as home delivered meals (also known as Meals on Wheels) and congregate meals, senior centers, in-home services, transportation, legal services, elder abuse prevention and caregiver support because OAA services are essential in helping to allow vulnerable older adults to age in place rather than languishing in expensive nursing homes.
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Executive Office of the President (EOP), Office of Management & Budget (OMB), Treasury - Dept of, Social Security Administration (SSA), 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 |
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Richtman |
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Adcock |
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Anne |
Montgomery |
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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
Medicare Observation Stays. The Improving Access to Medicare Coverage Act (No bill): Proposals to count time spent in observation status toward the three-day prior inpatient stay required under Medicare for coverage of a subsequent stay in a skilled nursing facility.
Medicare Drug Prices (No bill): Proposal to have the Biden Administration lower the price of the prostate cancer drug Xtandi through executive action by using so-called march-in rights under the Bayh-Dole Act; to amend the Federal Food, Drug, and Cosmetic Act to grant eligible researchers access to drugs or biologic products for research purposes at a price no higher than the cost to the manufacturer; to block so-called Dispense-As-Written campaigns where drug manufacturers incentivize health care providers to specify a brand drug on a prescription to block generic substitution at the pharmacy.
Medicare Drug Costs. The Pharmaceutical Research Transparency Act (No bill): Proposal to amend the Public Health Service Act and the Security Exchange Act to require pharmaceutical manufacturers to report their costs related to clinical trials and research and development.
Medicare Drug Savings. The Seniors Securing Access to Vital and Essential Prescription Drugs Act (No bill): Proposals to discount the treatment of eligible retirement plans in determining the eligibility of individuals for premium and cost sharing subsidies under Part D of the Medicare program. (No bills): Proposals to eliminate the Medicare Part D low-income subsidy programs asset test and raise the income eligibility levels to 200 percent of the federal poverty level.
Medicare Prescription Drugs. Drug Costs. Inflation Reduction Act (Public Law No: 117-169): Proposal to allow Medicare to negotiate prices with drug makers, cap prices at inflation in Part B and D, cap beneficiary out-of-pocket costs in Part D, eliminate cost-sharing for vaccines, eliminate cost-sharing in the catastrophic phase of Part D, and to raise the income threshold for the Low-Income Subsidy program offering assistance in paying for drugs.
Medicare Prescription Drugs. The Affordable Pricing for Taxpayer-Funded Prescription Drugs Act of 2023 (No bill): Proposals to require companies that receive federal funding for research (or a license of the rights to a patent or regulatory test data) for a biomedical product or service to agree to set reasonable prices for the resulting biomedical product or service and authorize to determine a reasonable price based on a formula that ensures the U.S. price for the product or service is not more than the median price for the product or service in Canada and six other reference countries.
Medicare Prescription Drugs. (No bill): A regulatory proposal encouraging the Secretaries of the Departments of Health and Human Services (HHS) and Commerce to exercise march in rights that would aim to better control the pricing of prescription drugs.
Medicare Prescription Drugs. (No bill): An HHS regulatory proposal to ensure robust negotiation rules and processes that aim to curtail the cost of certain prescription drugs, as authorized by the Inflation Reduction Act (Public Law No: 117-169).
Medicare and Medicaid Prescription Drugs. (No bill): Joined comments with 19 other organizations urging HHS to use its existing authority to license competition in order to lower consumer and taxpayer costs for semaglutide drugs treating diabetes and weight management (e.g., Ozempic and Wegovy).
Medicare Prescription Drugs. The PACE Part D Choice Act (No bill): Proposal to increase the affordability of the Program of All-Inclusive Care for the Elderly (PACE) for Medicare beneficiaries by lowering the cost of Part D premiums substantially for Medicare-only enrollees, thus opening up the PACE program to this population.
Medicare Low-Income Subsidy (LIS) Program. (No bill): Proposal to increase funding for LIS outreach and enrollment, so that low-income beneficiaries can more readily access needed medications at prices they can afford.
Medicare Reform. The Assuring Medicares Promise Act (H.R. 609) and The Medicare and Social Security Fair Share Act (No bill): Proposals to close the loophole for wealthy individuals who bypass paying net investment income tax (NIIT) and directing the revenue to the Hospital Insurance Trust Fund, which pays for Medicare Part A that covers inpatient care in hospitals, and to the Social Security Trust Funds.
Medicare Trustees Report (No bill). Review of the findings on economic, legislative and other developments affecting the actuarial soundness of the Medicare Part A (Hospital Insurance) Trust Fund and the Trust Funds for Parts B and D coverage.
Medicare Dental Coverage. Medicare Dental, Vision, and Hearing Benefit Act of 2025 (H.R. 2045 ): Proposal to add dental, vision and hearing benefits to Medicare.
Medicare Hearing Coverage. The Help Extend Auditory Relief Act (No bill): Proposal to expand Medicare coverage to include hearing examinations and diagnoses, fittings and hearing aids.
Medicare call center (No bill): Proposal to address the poor working conditions of the call center workers employed by Maximus, a federal contractor with the Department of Health and Humans Services/Center for Medicare and Medicaid Services) HHS/CMS.
Public Health Emergency (No bill): Proposals to ensure the transition out of the public health emergency doesnt create enrollment or coverage gaps for Medicare eligible individuals.
Medicare Advantage (MA). (No bill): Proposals to create transparency around Medicare Advantage plans using prior authorization and supplemental benefits that are not offered under traditional Medicare.
Medicare Advantage. (No bill): Proposals to apply a higher coding adjustment factor to fully account for intensive upcoding by MA plans and to exclude certain information for MA risk adjustment scores and payments; to use two years of traditional Medicare and MA diagnostic data for calculating MA risk-adjusted payments; and to promulgate more fundamental changes to the Hierarchical Condition Category (HCC) risk adjustment model.
Medicare Privatization (No bill): Proposals to create reimbursement policies in traditional Medicare that mimic those used by private health insurance plans.
Medicaid Home and Community-Based Services. The HCBS Access Act (No bill): Proposals to make home and community-based services (HCBS) a mandatory benefit within Medicaid, and to ensure eligible older adults and people with disabilities have the option to choose between home care and institutional care.
Caregiving. The Alleviating Barriers to Caregiving Act (No bill): Proposal to require the Secretaries of HHS and SSA to review and streamline enrollment in coverage and benefits for family caregivers in Medicare, Medicaid, CHIP and Social Security.
Medicare and Medicaid Nursing Homes. The Nursing Home Disclosure Act (No bill): Proposal to direct HHS to establish a national registry of medical directors.
Medicare, Medicaid Nursing Homes. The Protecting Americas Seniors Access to Care Act (No bill): Proposal to prohibit the HHS Secretary from promulgating national staffing standards in nursing homes.
Medicare, Medicaid Nursing Homes. (No bill): HHS Secretarys final rule promulgating national staffing standards in nursing homes
Medicare, Medicaid Nursing Homes. The Building Americas Health Care Workforce Act (No bill): Proposal to allow time spent working in a nursing home (prior to any formal training, and permitted during the COVID-19 pandemic) to count toward a 75-hour minimum federal training standard that is required for certified nursing assistants.
Medicare, Medicaid Nursing Homes. The Ensuring Seniors Access to Quality Care Act (No bill): Proposal to repeal regulations that prohibit certified nursing assistant training and competency evaluation programs in skilled nursing facilities that have a record of health and safety deficiencies and have incurred penalties (e.g., civil monetary penalties for substandard quality of care).
Medicare, Medicaid Nursing Homes, Assisted Living and Other Long Term Care Services and Supports (LTSS) Settings. The Long-Term Care Workforce Support Act (No bill): Proposals to increase the number of direct care professionals, including in rural communities; pathways to enter and be supported in the workforce for women, people of color, and people with disabilities; and to improve compensation for direct care professionals to reduce vacancies and turnover.
Medicare and Medicaid Nursing Home Ownership. (No bill): A final HHS regulation for comprehensive ownership disclosure in the nursing home sector issued on November 17th, 2023. Rule calls for strengthened cost reporting requirements, together with ongoing national analyses and monitoring of the performance of the nursing home sector that uses ownership, staffing, cost report data and inspection data.
Medicare and Medicaid Nursing Home Staffing. (No bill): Final regulations establishing national staffing standards in nursing homes that would safeguard the health and safety of all elderly and disabled residents.
Medicaid Long-Term Services and Supports (LTSS). (No bill): Proposals to request that CMS collect standardized LTSS expenditure data annually from every state and across all LTSS programs and for disaggregation of expenditure data by the delivery system and demographic characteristics in order to identify disparities in access and use of LTSS and help states and CMS deploy targeted strategies to meet the needs of older adults and people with disabilities.
Oversight of Health Care Industry Owned by Private Equity Firms. (No bill): Joined with other organizations in submitting comments (April 2024) to HHS, the Federal Trade Commission and the Department of Justice urging sustained, stepped up and rigorous oversight be extended to health care industry transactions that are financed by private equity company companies and other types of private investors.
Medicaid Eligibility and Beneficiary Assets. Medicaid Estate Recovery Act (No bill): Proposals to provide financial protection to the families of Medicaid beneficiaries, including ending Medicaid estate claims and Medicaid liens, except in cases when benefits had been incorrectly paid, as determined by a court.
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), Administration on Aging, Executive Office of the President (EOP), Food & Drug Administration (FDA), Commerce - Dept of (DOC)
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 |
Max |
Richtman |
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Dan |
Adcock |
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Anne |
Montgomery |
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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
Older Americans Act Reauthorization. The Older Americans Act Reauthorization Act (No bill): Proposals to reauthorize the Older Americans Act (OAA) of 1965 and to increase the authorization of appropriations for OAA programs, which is the major federal discretionary funding source for home and community-based services for older adults and their caregivers. Programs supported through the OAA include home-delivered and congregate nutrition services, in-home supportive services, transportation, caregiver support, community service employment, health and wellness programs, the long-term care ombudsman program, services to prevent the abuse, neglect, and exploitation of older adults, and other supportive services.
Medicare, Medicaid and Social Security. The Alleviating Barriers for Caregivers (ABC) Act (H.R. 2491): Proposals would require HHS and SSA to review application processes, procedures, forms, and communications for Medicare, Medicaid, Childrens Health Insurance Program, and Social Security programs in order to reduce administrative barriers facing family caregivers. The bill requires agencies to identify and report to Congress on actions that can be taken to streamline eligibility and assistance for family caregivers within existing programs.
Social Security Cost of Living Adjustment (COLA). The Fair COLA for Seniors Act (No bill) and the Social Security Cost of Living Increase Act (No bill): Proposals to adopt the Consumer Price Index for the Elderly (CPI-E) for the purpose of determining COLAs for Social Security beneficiaries; the Boosting Benefits and COLAs for Seniors Act (No bill): Proposal to calculate COLAs using the current Consumer Price Index for Urban Wage Earners and Clerical Workers (CPI-W) or the Consumer Price Index for the Elderly (CPI-E), whichever is greater.
Social Security Expansion. The Social Security 2100 Act (No bill): Proposals to improve benefits and to strengthen Social Security's financing by altering the payroll tax cap, among other changes. The Social Security Expansion Act (S. 770 and H.R. 1700): Proposals to enhance Social Security benefits and ensure the long-term solvency of the Social Security program. The Strengthening Social Security Act (No bill): Proposals to extend the solvency of the Social Security Trust Funds and improve benefits. The Safeguarding American Families & Expanding Social Security Act (No bill): Proposals to update and modernize Social Security benefits and to extend solvency of the Social Security Trust Funds. The Protecting and Preserving Social Security Act (No bill): Proposals to adopt the Consumer Price Index for the Elderly (CPI-E) for the purpose of determining COLAs for Social Security beneficiaries and to ensure the long-term solvency of the Social Security program by altering the payroll tax cap. The Protecting Our Widows and Widowers in Retirement Act (No bill): Proposals to improve benefits for widows and widowers in two-income households. The Surviving Widow(er) Income Fair Treatment Act (SWIFT Act) (No bill): Proposal to increase survivors benefits for disabled widows, widowers, and surviving divorced spouses; Social Security Enhancement and Protection Act (No bill): Proposal would improve Social Security benefits by increasing the Special Minimum Benefit, boosting benefits for seniors who have on the Social Security rolls for a long period of time, restore student benefits to age 26 and extend the life of the Trust Funds by eliminating the cap on Social Security benefits and phasing-in an increase in the payroll tax rate.
Social Security Funding. The Medicare and Social Security Fair Share Act (No bill): Proposals to close the loophole for wealthy individuals who bypass paying the net investment income tax (NIIT) and directing the revenue to the Social Security Trust Funds and to the Hospital Insurance Fund, which pays for Medicare Part A that covers inpatient care in hospitals.
Social Security Privatization and Benefit Cuts. (No bill): Proposals to borrow funds to invest in the stock market, to raise the Social Security retirement age and to cut Social Security benefits for future retirees promoted by Senator Bill Cassidy and Senator Angus King.
Caregiver Social Security Credits. The Social Security Caregiver Credits Act (No bill): Proposal to provide Social Security wage credits for individuals who reduce their participation in the workforce or leave the workforce to provide care to specified family members and relatives.
Social Security Notch. (No bill): Proposals to ensure that Social Security benefits for individuals born in 1960 and 1961 are not reduced as a result of the coronavirus-related drop in the average wage index.
Protecting Seniors from Garnishment. (No bill): Proposal to protect Social Security beneficiaries from having their Social Security benefits garnished to recover unpaid student loans.
Social Security Disability Insurance Claim Adjudication. (No bill): Proposal to nullify the rule finalized by the Social Security Administration on November 16, 2020, that outlines when its administrative appeals judges may hold hearings and issue decisions on individual cases. Currently, these judges serve an appellate function where they review, at the request of Social Security claimants, the decisions of the administrative law judges who issue decisions in individual cases.
Social Security Overpayments. (No bill): Proposals to protect retirees, survivors and people with disabilities from being forced to repay extra Social Security and Supplemental Security Income (SSI) benefits they received through no fault of their own.
Strengthening Beneficiaries Rights. (No bill): Various proposals relating to the protection and rights available to Social Security and Supplemental Security Income beneficiaries.
Social Security Benefit Statements. The Know Your Social Security Act (No bill): Proposal to implement section 1143 of the Social Security Act by clarifying the Social Security Administration is required to mail annual benefit statements to all workers over age 25.
Supplemental Security Income (SSI) Program. The Supplemental Security Income Restoration Act (No bill): Proposals to strengthen and restore the SSI program.
Supplemental Security Income (SSI) Program. The SSI Savings Penalty Elimination Act (H.R. 2540): Proposal to amend title XVI of the Social Security Act to update the resource limit for Supplemental Security Income eligibility. The Fairness in Social Security Act (No bill): Proposal to amend the Internal Revenue Code of 1986 to exclude the portion of a lump-sum Social Security benefit payment that relates to periods prior to the taxable year from the determination of household income as it relates to SSI eligibility.
Retirement Plan Distribution: IRS Notice relating to Use of an Electronic Medium to Make Participant Elections and Spousal Consents (RIN 1545-Bq50).
House Committee on Aging. (No bill): A Resolution amending the Rules of the House to reestablish a Permanent Select Committee on Aging.
Retirement Plan Fiduciary Rule: U.S. Department of Labor, Employee Benefits Security Administration, Office of Regulations and Interpretations - RIN 1210-AC02; Application No. D-12057; Application No. D-12060. Supporting the Department of Labor proposed regulation to modernize the fiduciary rule to strengthen protections for retirement investors who seek professional investment advice. (No bill): Opposing congressional reversal of the rule submitted by the Department of Labor relating to "Retirement Security Rule: Definition of an Investment Advice Fiduciary".
Social Security Administration. (No bill). Opposing the chaos at the Social Security Administration that is impeding beneficiarys access to their earned benefits by, but not limited to, cutting staff at a time when staffing levels were already at a 50 year low and 10,000 Americans are reaching age 65 every day, closing or planning to close SSA field offices and regional offices without a plan that would effectively replace the services provided by these offices, compromising beneficiary privacy by allowing access to Americans personal information such as Social Security numbers, earnings histories, banking information and medical information to billionaire Elon Musk and the Department of Government Efficiency (DOGE), rolling back time-saving and pro-beneficiary policies on overpayments, promoting false narratives on fraud and waste at the Social Security Administration as a pretense for instituting identity verification procedures that will impede Americans from accessing their earned benefits, temporarily canceling Enumeration at Birth (EAB) contracts, undermining program integrity and eroding public trust in Social Security, destabilizing the administration of Social Security benefits by eliminating employees with the technological skills to maintain SSAs computer systems and instituting wholesale migration of the Agencys computing infrastructure without adequate planning and at a pace that will inevitably result in computer breakdowns that will impede the ability of Americans to access their earned benefits.
Social Security Administration. Resolution of Inquiry by Representative John Larson (H. Res. 195): requesting information be provided to Congress regarding the Department of Government Efficiencys (DOGE) access to the Social Security Administrations computer data, which compromises beneficiary privacy by allowing access to Americans personal information such as Social Security numbers, banking information, earnings history and medical information.
Social Security Administration. Keep Our Field Offices Open Act (H.R. 1876): suspending Social Security field office closures until January 21, 2029, after which date the Commissioner of Social Security would be required to submit a detailed report to Congress, laying out and justifying a process for closing, consolidating, or reducing access to field offices; bill also requires the Commissioner to maintain the total number of field offices and hearing offices that were in operation on January 20, 2025, after the moratorium ends and requires that, in considering future office closures, the Commissioner must consider potential transportation and communication barriers for individuals served by the office, provide significant advance notice to the public and Members of Congress, and ensure opportunities for public input and appeals.
Social Security Administration. Protecting Americans Social Security Data Act (H.R. 1877): protecting Americans from having their sensitive personal information politicized or bought and sold to the highest bidder by preventing Elon Musk, his associates, and political appointees from accessing sensitive data systems at SSA, codifying SSA data privacy requirements into law and strengthening oversight and civil penalties for any privacy and disclosure violations of Social Security beneficiaries personal information.
Social Security Administration. The Improving Social Securitys Service to Victims of Identity Theft Act (No bill): Proposal to improve Social Security's service to victims of identity theft by requiring the Social Security Administration to provide a single point of contact for any individual whose Social Security account number has been misused.
Social Security Administration. Comments in support of Omitting Food from In-Kind Support and Maintenance Calculations, Docket No. SSA-2021-0014; Comments in support of Expanding the Rental Subsidy, Docket No. SSA-2023-0010; Comments in support of Intermediate Improvement to the Disability Adjudication Process Including How We Consider Past Work, Docket No. SSA-2023-0024; Comments in support of Rulemaking Expanding the Definition of a Public Assistance Household, Docket No. SSA-2023-0015; Comments supporting and strengthening rule regarding the Use of Electronic Payroll Data to Improve Program Administration, Docket No. SSA-2016-0039.
Social Security Administration: Comments submitted regarding Social Security Form SSA-827 proposal (Medical Record Collection Process) and the Disability Applicant Evidence Simplification Act (DAESA) draft.
Womens Retirement Security. The Womens Retirement Protection Act (S. 988 and H.R. 2023): Proposal to amend the Employee Retirement Income Security Act of 1974 to provide for greater spousal protection under defined contribution plans.
Food Security for Seniors. Farm bill reauthorization (American Relief Act, H.R. 10545, P.L. 118-158, Division D): opposing any cuts to future Supplemental Nutrition Assistance Program (SNAP) benefits or other harmful policies that would worsen the problem of hunger for Americas older adults and other food insecure individuals.
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Social Security Administration (SSA), Administration on Aging, Executive Office of the President (EOP), Justice - Dept of (DOJ), 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 |
Max |
Richtman |
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Dan |
Adcock |
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Anne |
Montgomery |
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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
Social Security and Medicare Trust Fund Committees. The Fiscal Commission Act (No bill), the Fiscal Sustainability Act (No bill), the Sustainable Budget Act of 2025 (H.R. 222): Proposals to establish fiscal commissions to make recommendations that would likely include cuts to Social Security and Medicare benefits and would be fast-tracked through Congress outside of the regular legislative process.
Voting Rights. (No bill): Proposals to require states to give every voter the option to vote by mail; and to require prepaid postage for all election materials and state-provided drop boxes for federal elections.
Voting Rights. Safeguard American Voter Eligibility Act (SAVE) (H.R. 22): opposing this bill which significantly limits the ability of older Americans to vote in federal elections by severely restricting the types of documents acceptable to prove identity, requiring the presentation of this documentation in person, and needlessly requiring voters to re-prove their identities every time they renew their registrations.
Federal District Court Injunctions. No Rogue Rulings Act (NORRA) (H.R. 1526): Opposing this bill which limits federal district courts ability to issue nationwide injunctions against unlawful actions, thus destabilizing the checks and balances built into our constitutional system and putting the freedom of every American at risk.
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 |
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Richtman |
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Adcock |
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Anne |
Montgomery |
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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
Age Discrimination. The Protecting Older Workers Against Discrimination Act (POWADA) (No bill): Proposal to restore the standard of proof in age discrimination cases to the pre-2009 level and treat age discrimination as unjust as other forms of employment discrimination; The Protecting Older Job Applicants (POJA) Act (No bill): Proposal to prohibit employers from limiting, segregating or classifying job applicants based on an applicants age.
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
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Richtman |
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Adcock |
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Anne |
Montgomery |
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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.
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LOBBYIST UPDATE
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AFFILIATED ORGANIZATIONS
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FOREIGN ENTITIES
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28. Name of each previously reported foreign entity that no longer owns, or controls, or is affiliated with the registrant, client or affiliated organization
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2 | 4 | 6 |
CONVICTIONS DISCLOSURE
29. Have any of the lobbyists listed on this report been convicted in a Federal or State Court of an offense involving bribery,
extortion, embezzlement, an illegal kickback, tax evasion, fraud, a conflict of interest, making a false statement, perjury, or money laundering?
Lobbyist Name | Description of Offense(s) |