Lobbying Disclosure Act of 1995 (Section 5) - All Filers Are Required to Complete This Page

9. Check if this filing amends a previously filed version of this report

LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.

15. General issue area code HCR

16. Specific lobbying issues

H.R. 21, Consolidated Appropriations Act.

FY 2019, H.R. 648, 2nd Consolidated Appropriations Act.

FY 2019, H.J.R. 31 Continuing Appropriations for Homeland Security.

FY 2019, H.J.R. 143, H.R. 695, Short-term Continuing Appropriations Act Resolution.

FY 2019, Labor-HHS Appropriations bill.

FY 2020 (no bill numbers) - lobbied in support of increased funding for CMS' state survey and certification program and opposition to hostile policy riders re ACA, and various related medical care research and supportive services.

Discussed issue related to the Supplemental Nutrition Assistance Program.

P.L. 114-42, NOTICE Act and no bill number, Improving Access to Medicare Coverage Act - discussed transparency/surprise medical billing, including observation issues and related prior legislation, in response to Senate request for information.

S.340/H.R. 965 - the CREATES Act.

S.64 - the Preserve Access to Generics and Biosimilars Act.

H.R. 1499 - the Preserving Consumer Access to Generics Act.

Endorsed of H.R. 986, H.R. 987, and H.R. 1010, aimed at protecting the core consumer provisions of the ACA, including the prohibition on insurers engaging in an age tax and preexisting condition discrimination.

Discussed support for the medical expense deduction.

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

U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Health & Human Services - Dept of (HHS)

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

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

​

LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.

15. General issue area code MMM

16. Specific lobbying issues

H.R. 21, Consolidated Appropriations Act.

FY 2019, H.R. 648, 2nd Consolidated Appropriations Act.

FY 2019, H.J.R. 31 Continuing Appropriations for Homeland Security.

FY 2019, H.J.R. 143, H.R. 695, Short-term Continuing Appropriations Act Resolution.

FY 2019, Labor-HHS Appropriations bill, FY 2020 (no bill numbers) - 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.

No bill number - discussed via letter change in use of civil money penalties for enforcement in nursing homes. Lobbied CMS.

No bill number - discussed nursing home quality and enforcement issues and shared relevant information.

No bill number - discussed draft nursing home bill.

No bill number - submitted and shared statement for the record for Senate Finance Committee nursing home hearing.

No bill number - Discussed nursing homes, including the Special Focus Facility Program (no bill number).

No bill number - discussed emergency preparedness regulations for nursing homes.

S. 117/H.R. 555, Disability Integration Act -discussed bill language, support for, and introduction of the bill.

No bill number - discussed Money Follows the Person Rebalancing Demonstration Program and Medicaid home and community-based services (HCBS) spousal impoverishment protections and extending them.

S. 753/H.R. 1682 - Improving Access to Medicare Coverage Act - shared AARP support letters for the legislation, discussed the bill, and shared related information.

P.L. 114-42, NOTICE Act and no bill number, Improving Access to Medicare Coverage Act - discussed transparency/surprise medical billing, including observation issues and related prior legislation.

S. 548/H.R. 1342, EMPOWER Care Act - discussed and shared AARPs support for the bill.

H.R. 1343, Protecting Married Seniors from Impoverishment Act - discussed and shared AARPs support for the bill.

S. 296, Home Health Planning Improvement Act - discussed and shared support for the bill.

No bill number - discussed issues affecting dually eligible individuals.

Discussed surprise billing and health care price transparency.

Discussed oral health coverage in Medicare.

S. 668/H.R. 1570 - Removing Barriers to Colorectal Cancer Screening Act of 2019 - joined letter of endorsement.

S. 286/H.R. 945 - Mental Health Access Improvement Act - sent letter of endorsement.

H.R. 1301 - Mental Health Telemedicine Expansion Act - sent letter of endorsement.

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)

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. 21, Consolidated Appropriations Act

FY 2019, H.R. 648, 2nd Consolidated Appropriations Act

FY 2019, H.J.R. 31 Continuing Appropriations for Homeland Security

FY 2019, H.J.R. 143, H.R. 695, Short-term Continuing Appropriations Act Resolution

FY 2019, Agriculture-Rural Development Appropriations bill (no bill numbers) - lobbied to protect funding for FDA drug processing funding and user fees.

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

U.S. HOUSE OF REPRESENTATIVES

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

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

​

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

H.R. 21, Consolidated Appropriations Act

FY 2019, H.R. 648, 2nd Consolidated Appropriations Act

FY 2019, H.J.R. 31 Continuing Appropriations for Homeland Security

FY 2019, H.J.R. 143, H.R. 695, Short-term Continuing Appropriations Act Resolution,

FY 2019, Agriculture-Rural Development Appropriations, Energy & Water Appropriations, Labor-HHS Appropriations, Transportation-HUD Appropriations and Energy & Water Appropriation bills

FY 2020 (no bill numbers) - lobbied in support of funding for various programs, including Social Security administrative expenses, senior nutrition (SNAP, Commodity Supplemental Food program and Older Americans Act Title III), caregiving, weatherization, energy assistance, supportive services, housing and volunteer community service programs.

Discussed reauthorization of the Older Americans Act, including caregiving and maintaining the legal services mandate.

Discussed supporting family caregivers including by requiring the assessment of caregivers needs in the National Family Caregiver Support Program under the Older Americans Act.

S.905 - Discussed Senior Legal Hotline Act.

S.1017 - Discussed Supporting Americas Caregivers and Families Act.

Discussed the Supporting Caregivers Act. (No bill number yet)

Discussed the Inclusive Aging Act. (No bill number yet)

No bill number - discussed ACT Caucus.

P.L. 115-119, RAISE Family Caregivers Act - discussed implementation of the law.

H. Res. 59, Expressing the sense of the House of Representatives that Medicare and Social Security provide an essential benefit for current enrollees and should be strengthened for future generations - discussed resolution.

No bill numbers - discussed Credit for Caring Act reintroduction and paid leave.

No bill number - discussed State LTSS Scorecard and a GAO report.

No bill number - discussed and provided information on family caregiving and the sandwich generation.

No bill number - discussed family caregiver assessment, the National Family Caregiver Support Program, and draft legislation.

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

U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Health & Human Services - Dept of (HHS)

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

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

​

LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.

15. General issue area code TAX

16. Specific lobbying issues

H.R.21, Consolidated Appropriations Act

FY 2019, H.R. 648, 2nd Consolidated Appropriations Act

FY 2019, H.J.R. 31 Continuing Appropriations for Homeland Security

FY 2019, H.J.R. 143, H.R. 695, Short-term Continuing Appropriations Act Resolution

FY 2019, Financial Services & General Government Appropriations bill.

FY 2020 (no bill numbers) - Lobbied to protect and enhance funding levels for IRS VITA & TCE taxpayer assistance programs.

No bill numbers - discussed Credit for Caring Act reintroduction.

H.R. 2073 - Support of a permanent extension of the Medical Expense Deduction (MedEX) at the 7.5% threshold.

S. 110 - Discussed and endorsed the Medical Expense Savings Act, which makes the 7.5% income threshold permanent for all effective December 31, 2018.

S. 617, Discussed legislation creating a 2 year extension for the 7.5% medical expense deduction in the Senates tax extenders bill.

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 (no bill number).

Discussed safe road design for all users of the road (no bill number).

Discussed mobility options for older Americans, including public transportation, non-emergency medical transportation, and human services transportation coordination (no bill number).

Discussed autonomous vehicle safety and accessibility (no bill number) .

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 LBR

16. Specific lobbying issues

Discussed the Professionals Access to Health Workforce Integration Act.

H.R. 1168 - Working on Rewarding and Keeping Employees Resilient (WORKER) Act. Prior to introduction, discussed provisions on transition assistance.

H.R. 1230/S.485 - Protecting Older Workers Against Discrimination Act. Supported bills.

H.R. 7 - Paycheck Fairness Act. Supported bill.

No bill - Discussed age harassment & reforms needed to strengthen age discrimination law.

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 FIN

16. Specific lobbying issues

H.R .21, Consolidated Appropriations Act

FY 2019, H.R. 648, 2nd Consolidated Appropriations Act

FY 2019, H.J.R. 31 Continuing Appropriations for Homeland Security

FY 2019, H.J.R. 143, H.R. 695, Short-term Continuing Appropriations Act Resolution

FY 2019, Financial Services & General Government Appropriations bill

FY 2020 (no bill numbers) - Lobbied re SEC and DOL fiduciary duty.

Discussed concerns regarding the Security and Exchange Commission (SEC) proposed rulemaking on a new standard of conduct for broker-dealers and changes to disclosure rules and materials, including the proposed Client Relationship Summary.

H.R. 1815 - Discussed and endorsed legislation that would require the Securities and Exchange Commission to conduct investor testing when developing rules and regulations about disclosures to retail investors.

S. 149 - Discussed and endorsed the Stop Senior Scams Act, legislation to establish a Senior Scams Prevention Advisory Council that would collect and publish educational materials and information on model programs that may be used by retailers, financial services, and wire-transfer companies as a guide to prevent scams that target senior citizens.

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

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

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

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

​

LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.

15. General issue area code RET

16. Specific lobbying issues

H.R. 1994, the Setting Every Community up for Retirement Act of 2019 (SECURE Act) - Supported bill.

S. 322, SIMPLE Plan Modernization Act - Supported bill.

Womens Pension Protection Act - Discussed support for bill.

H.R. 397, Rehabilitation for Multiemployer Pension Plans Act - Supported bill.

Opposed legislation permitting electronic delivery to be the default method for providing important retirement plan disclosures and notices.

Discussed private sector retirement reform issues.

Discussed multiemployer pension issues.

Discussed contingent workers and personal pension legislative options and issues.

Discussed small employer retirement issues.

Discussed opposition to paid family leave through Social Security.

Discussed Social Security and testified before the House Ways and Means Subcommittee on Social 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 CIV

16. Specific lobbying issues

H.R.21, Consolidated Appropriations Act

FY 2019, H.R. 648, 2nd Consolidated Appropriations Act

FY 2019, H.J.R. 31 Continuing Appropriations for Homeland Security

FY 2019, H.J.R. 143, H.R. 695, Short-term Continuing Appropriations Act Resolution

FY 2019, Financial Services & General Government Appropriations bill

FY 2020 (no bill numbers) - 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.

H.R. 1230/S.485 - Protecting Older Workers Against Discrimination Act. Supported bills.

H.R. 7 - Paycheck Fairness Act. Supported bill.

No bill - Discussed age harassment & reforms needed to strengthen age discrimination law.

S. 583 - Digital Accountability and Transparency to Advance (DATA) Privacy Act. Prior to introduction, discussed provisions on discriminatory ad-targeting.

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 BUD

16. Specific lobbying issues

H.R. 21, Consolidated Appropriations Act.

FY 2019, H.R. 648, 2nd Consolidated Appropriations Act.

FY 2019, H.J.R. 31 Continuing Appropriations for Homeland Security.

FY 2019, H.J.R. 143, H.R. 695, Short-term Continuing Appropriations Act Resolution.

FY 2019, Agriculture-Rural Development, Commerce, Science & Justice Appropriations, Energy & Water Appropriation, Financial Services & General Government Appropriations, Labor-HHS Appropriations, and Transportation-HUD Appropriations bills.

FY 2020 (no bill numbers) - lobbied to protect funding levels for federal programs, including all which provide health care, nutrition, housing, weatherization, energy assistance, legal aid and financial security.

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

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

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

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

​

LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.

15. General issue area code TEC

16. Specific lobbying issues

The Telephone Robocall Abuse Criminal Enforcement and Deterrence (TRACED) Act - Discussed bill and Telecom related issues (No bill number).

The Digital Equity Act of 2019 - Discussed bill (no bill number).

Discussed issues related to Rural Broadband expansion and broadband mapping.

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 HOU

16. Specific lobbying issues

Discussed housing programs and issues including the Inclusive Design Act, the Task Force on the Impact of the Affordable Housing Crisis Act, and rural housing affordability and funding.

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

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

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

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

​

LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.

15. General issue area code DIS

16. Specific lobbying issues

No bill number - discussed emergency preparedness regulations for nursing homes.

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

U.S. SENATE

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

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

​

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

S. 591, Guardianship Accountability Act - discussed and provided feedback on bill and support for the bill.

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

U.S. SENATE

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

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

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Information Update Page - Complete ONLY where registration information has changed.

20. Client new address

21. Client new principal place of business (if different than line 20)

22. New General description of client’s business or activities

LOBBYIST UPDATE

23. Name of each previously reported individual who is no longer expected to act as a lobbyist for the client

ISSUE UPDATE

24. General lobbying issue that no longer pertains

AFFILIATED ORGANIZATIONS

25. Add the following affiliated organization(s)

Internet Address:

26. Name of each previously reported organization that is no longer affiliated with the registrant or client

FOREIGN ENTITIES

27. Add the following foreign entities:

28. Name of each previously reported foreign entity that no longer owns, or controls, or is affiliated with the registrant, client or affiliated organization

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?
No Yes