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 FIN

16. Specific lobbying issues

H.R. 946, the Plain Language Act of 2009-Lobbied for the use of plain language in communications between the federal government and the public.
Discussed suitability of sale of annuities (no bill).
H.R. 1705/S. 566, the Financial Product Safety Commission of Act of 2009 - Lobbied for support for the bills.
Discussed financial regulatory reforms, including consumer and investor protections, a potential systemic risk regulator, and consolidation of agencies (no bill).
AARP testified at a joint hearing of the Department of Labor and the Securities and Exchange Commission on the target date funds (no bill).
H.R. 3126, the Consumer Financial Protection Agency Act of 2009 - Lobbied to preserve states' authority to adopt and apply consumer protection laws, preserve state Attorney Generals' authority to enforce consumer protection laws, and preserve CFPA's authority to endorce rules it adopts.
H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act of 2009 - Lobbied for increased transparency of 401(k) fees paid for by plan participants.
H.R. 1988, Conflicted Investment Advice Prohibition Act of 2009 - Lobbied to ensure that individually directed account plan participants received investment advice from qualified advisors who are free from financial conflicts of interests.
H.R. 2779, Defined contribution Plan Fee Transparency Act of 2009 - Lobbied increased transparency of 401(k) fees paid for by plan participants.
H.R. 2989, 401(k) Fair Disclosure and Pension Security Act of 2009 - Lobbied for increased transparency of 401(k) fees paid for by plan participants and to ensure that individually directed account plan participants received investment advice from qualified advisors who are free from financial conflicts of interests.

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)

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.1388/S.277 Edward M. Kennedy Service America Act-Implementation and funding discussion on law that will strengthen and expand civic engagement and volunteer opportunities to address pressing national, state and local needs, enhance service opportunities for persons age 50+ so that they can apply a lifetime of acquired skills; and improve the capacity of non-profit, service and philanthropic organizations to recruit, manage and apply volunteer skills to identified service needs.
H.R.2847 Science Appropriations bill for FY 2010 - Lobbied in suport of funding for various agencies within bill's jurisdiction, including the Legal Services Corporation, Census Bureau, and the National Telecommunications and Information Administration (DTV converter box coupon and outreach services).
H.R.2997/S. 1406 Agriculture, Rural Development, FDA and related agencies Appropriations bill for FY 2010 - Lobbied in support of funding for the Commodity Supplemental Food Program and FDA Office of Generic Drugs, rural housing assistance and repair. Also lobbied for FDA report on bioequalency of generic brand epilepsy drugs.
H.R.2892/S.1298 Homeland Security Appropriations bill for FY 2010 - Lobbied for sufficient funding for DHS to reimburse SSA for e-verification program.
H.R. 3293, Labor, HHS, Education and related agencies appropriations bill for FY 2010 - Lobbied for funding for SSA, Older Americans Act programs, Lifespan Respite Care Act, Nursing Education/Workforce Development, National Corporation for Community Service (Kennedy Serve America Act), among other items.
H.R.3170/S.1432 Financial Services and Federal Government Appropriations bill for FY 2010 - Lobbied for funding for the IRS Tax Counseling for the Elderly and other taxpayer assistance programs.
H.R. 3288, Transportation, HUD and related agencies appropriations bill for FY 2010 - Lobbied for senior transit and various housing programs including Section 202, 811, and 8 programs. Also lobbied for Home Equity Conversion Mortgage credit subsidy.
H.R.1/S.1 American Recovery and Reinvestment Act of 2009 - Discussed implementation of legislation.
H.R. 2918 Legislative Branch Appropriations Act for FY 2010 - Lobbied for various items to be excepted from lower funding levels during the term of the Continuing Resolution.

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), Labor - Dept of (DOL), Internal Revenue Service (IRS), White House Office, Centers For Medicare and Medicaid Services (CMS), Office of the Vice President of the United States

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.1604 Universal Right to Vote by Mail Act; H.R.2510 Absentee Ballot Track, Receive, and Confirm Act; H.R.2393 Military Voting Protection Act; H.R. 1739 Overseas Voting Practical Amendments Act - Discussed proposed legislation addressing voting
rights and access.
Discussed age discrimination and workforce protections (no bill).
H.R. 2006/S.795 Elder Justice Act - Lobbied for coordination of state and federal resources to combat elder abuse and exploitation.
H.R. 3040 The Senior Financial Empowerment Act of 2009 - Lobbied in support of bill that would control mail, telemarketing, and Internet fraud targeting seniors.

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

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

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

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

​

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

15. General issue area code ENG

16. Specific lobbying issues

HR 2454, American Clean Energy and Security Act - Discussion of AARP's concern that any approach creating a national cap and trade program for carbon emission reduction include provisions assuring that revenues from sales of emission allowances be used to mitigate cost increases for electricity ratepayers generally and provide additional assistance to low-income and fixed-income households to help defray higher utilities costs.
Discussion of possible introduction as separate legislation an expanded proposal, similar to language included as an amendment to HR 2454, to create an independent Office of Consumer Advocate in the Federal Energy Regulatory Commission to represent residential utilities ratepayers in FERC proceedings and rule making (no bill).
Discussed draft legislation by Sen. Cantwell, the Carbon Limits and Energy for america's Renewal (CLEAR) Act, proposing an alternative cap and dividend approach to climate change legislation (no bill).
discussed draft Committee legislation, the Clean Energy Jobs and American Power Act, to establish a national cap and trade program to reduce carbon and address climate change (no bill).

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

U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Energy - Dept of

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 GOV

16. Specific lobbying issues

Discussed AARP's 2009 Advocacy Agenda with members of Congress and their staff. (No bill)
H.R.946/S.574 Plain Language Act - Discussed using plain language in financial disclosure
H.R.2847 Commerce, Justice, Science Appropriations bill for FY 2010-Lobbied in support of funding for various agencies with bill's jurisdiction, including the Legal Services Corporation, Census Bureau, and the Telecommunications and Information
Administration (DTV converter box coupon and outreach services).
H.R.2920 Statutory Pay-As-You-Go Act - Discussed legislation.

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

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.1256, Family Smoking Prevention and Tobacco Control Act - Supported prescription drug reimportation amendment.
Provided information on the need for nursing education capacity and the retention of newer and older nurses in the workplace (no bill). Discussed the need for bipartisan action on health care reform legislation, such as affordable and accessible quality healthcare with a focus on the 50-64 year old population. (no bill)
Discussed healthcare reform and issues around the public plan option (no bill).
S.1569/H.R.3185 Medicare Graduate Nursing Education Act - Advocated for modernizing Medicare funding so that nursing education funds are directed to advanced nurse practice programs to
help produce more highly-skilled nurses to care for the Medicare population. (no bill)
S. 623/HR 1558, Pre-existing Condition Patient Protection Act of 2009 - Lobbied in support of bill that would prohibit insurers from denying health insurance or delaying coverage for people with pre-existing conditions.
H.R. 2778, Health Equity and Accountability through Research Act of 2009 - Lobbied in support of bill that would address racial and ethnic disparities in care.
S. 979/HR 2360, Small Business Health Options Programs Act - Lobbied in support of bill that would establish a nationwide health insurance purchasing pool for small businesses and the self-employed that would offer a choice of private health plans and make health coverage more affordable, predictable and accessible.
S.702/H.R.2096 Long Term Care Affordability and Security Act - Lobbied in support of legislation.
Discussed update on staff work on a proposal for a LTC social insurance program. (no bill)
Discussed various end-of-life issues including advance directives, patient wishes and patient and provider education; orders for life-sustaining treatment, etc. (no bill)
H.R. 3200 America's Affordable Health Choices Act/S. 1679, Americas Health Choices Act, America's Healthy Future Act (no Senate bill)- Discussed need for affordable quality healthcare, delivery system reform, ending age discrimination in the health insurance industry, closing the doughnut hole, creating a pathway for generic biologics, allowing and funding states to provide home and community based services, creating a transitional benefit in medicare and expanding the asset limit to qualify for low-income programs in medicare.
S.1213 Patient-Centered Outcomes Research Act - Lobbied in support of bill that would create a public-private partnership to conduct and disseminate comparative effectiveness research.
S. 726/H.R. 1427 Promoting Innovation and Access to Life Saving Medicines - Discussed legislation which would create a pathway for approval of safe, effective biosimilar and generic biologic drugs.
H.R. 3090 Health Equity and Accountability Act - Discussed need to end racial and ethnic disparities in care.
H.R. 3293, Labor, HHS, Education and Related Agencies Appropriations Act FY 2010 - Lobbied for funding for healthcare services, research and training involving NIH, AHRQ, CMS, HRSA, HHS and AOA.

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)

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

S.61, Helping Families Save Their Homes in Bankruptcy Act of 2009, S.896, Helping Families Save Their Homes Act of 2009 - Discussed legislation to amend the Bankruptcy Code to permit changes in the terms of mortgages for a debtor's primary residence in Chapter 13 proceedings.
H.R. 1728 Mortgage Reform and Anti-Predatory Lending Act - Discussed proposed Duty of Care standards for mortgage originators, the adequacy of proposed enforcement and the need for, and applicability of such standards for reverse mortgages.
Discussed legislation to be introduced to enhance current protections for borrowers and prospective borrowers of FHA-insured Home Equity Conversion Mortgages (HECM) and provide for new disclosure, marketing and underwriting standards for non-HECM reverse mortgages. (no bill)
S. 118 Supportive Housing for the Elderly Act - Discussed 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.
S. 117 Forclosure Rescue Fraud Act of 2009 - Discussed legislation to protect homeowners facing foreclosure from foreclosure consultant frauds that result in excessive fees, shifting of ownership or liens in a home, or other loss to the homeowner.
H.R. 1408 Inclusive Home Design Act of 2009 - Discussed legislation to require all newly constructed and federally-assisted single-family house to meet minimum standards of accessibility and visitability by persons with disabilities.
Home Equity Conversion Mortgage Program Amendments - Discussed draft amendments to upcoming housing legislation to change calculation of premium costs relating to reverse mortgages for manufactured housing units on fixed foundations under HUD's Home Equity Conversion Mortgage program (no bill).
H.R. 3288, Transportation, HUD and related agencies appropriations bill for FY 2010 - Lobbied for HECM credit subsidy, senior housing construction and rental assistance, and senior transit programs.
H.R.529/S.365, Nationwide Mortgage Fraud Taskforce Act of 2009 - Discussed establishing taskforce in Deaprtment of Justice.
Discussed proposed legislation by Sen. McCaskill to update program requirements and enhance consumer protections for borrowers of Home Equity conversion Mortgages (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

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

S.330/H.R.684, Medicare Prescription Drug Savings and Choice Act of 2009 - Discussed legislation which would create a government-operated Medicare prescription drug plan.
Provided information on the need for nursing education capacity and the retention of newer and older nurses in the workplace (no bill).
S.683/H.R.1670, Community Choice Act - Engaged in discussions about the bill, possible changes to advance bill in health reform and it's provisions to balance Medicaid.
Discussed chronic care issues and caregiver assessment in Medicaid. Discussed ways to provide better care coordination to dual eligibles and possible legislation (no bill).
S.245/H.R. 468/S.434/H.R.468 Retooling the Health Care Workforce for an Aging America Act and possible amendment, the Empowered at Home Act and the Independence at Home Act - Discussed long-term care and chronic care legislation that AARP endorsed and shared endorsement letters. Discussed co-sponsors of Medicaid HCBS legislation.
S.631/H.R.2223, Patient Safety and Abuse Prevention Act - Support for legislation and amendment on criminal background checks for employees of long-term care providers and specific bill provisions.
S. 697/H.R.1721, Class Act - Discussed this bill and versions marked up in committee. Endorsed provisions in HELP and E&C Committee healthcare reform bills.
S.1131/H.R.2560 Independence at Home Act - Endorsed and discussed AARP's support for this Medicare care coordination bill; and House Committee amendment and urged co-sponsorship.
Discussed healthcare coverage for the 50-64 year old population age rating and closing the doughnut hole.
S.1133/H.R. 2580, Empowering Medicare Patient Choices Act - To promote patient decision aids to help people make informed, evidence-based decisions about health care treatment options.
H.R. 2773/S 1295, Medicare Transitional Care Act of 2009 - To reduce unnecessary hospital readmissions, improving quality for Medicare beneficiaries, and reducing wasteful spending in Medicare; endorsed committee amendment; worked to incorporate bill and its elements into health reform legislation.
S. 960, Medicare Early Access Act of 2009 - To let Americans aged 55-64 who are otherwise without access to grup or public coverage buy into Medicare.
H.R. 2700, Prescription Coverage Now Act of 2009 - To assist low-invome individuals in obtaining subsidized prescription drug coverage under the Medicare prescription drug program by expediting the application and qualification process and by revising the resource standards used to determine eligibility for such subsidies, and for other purposes.
S. 1185, Medicare Financial Stability for Beneficiaries Act of 2009 - To ensure that low-income beneficiaries have improved access to health care under the Medicare and Medicaid programs.
H.R. 2716, Medicare Savings Program Improvement Act of 2009 - To provide financial stability for older Americans and people with disabilities through improvements in the Medicare Savings Program.
Advocated for modernizing Medicare funding so that nursing education funds are directed to advanced nurse practice programs to help produce more highly-skilled nurses to care for the Medicare population (no bill).
H.R. 3293, Labor, HHS, Education and related agencies Appropriations bill for FY2010-Lobbied for funding for SSA, Older Americans Act programs, Lifespan Respite Care Act, Nursing Education/Workforce Development, National Corporation for Community Service (Kennedy Serve America Act), among other items (no bill numbers).
S.750 Caring for an Aging america Act - Lobbied in support of legislation and discussed possible floor amendment..
S.1257/H.R.2852 Project 2020:Building the Promise of Home and Community Based Services Act - Lobbied in support of legislation. Discussed ideas to improve medicare for medicare beneficiaries. (no bill)
Discussed Medicare physician payment issues and SGR.
Responded to staff inquiry about AARP position on Medicare fraud bill; referred staff to appropriate AARP staff.
Discussed idea of an annual physical for Medicare beneficiaries (no bill).
S.1009 Medicare Care Transitions Program Act - Discussed provisions of Medicare Care Transitions Program Act.
S.975 Seniors and Taxpayers Obligation and Protection Act - Lobbied in support of legislation.
Discussed care coordination for dual eligibles and policy ideas to address this (no bill).
Discussed proposals to address LTC and HCBS in the context of health care reform. (no bill)
S.1150 Advance Planning and Compassionate Care Act - Endorsed advance care planning legislation.
S.1263 Senior Navigation and Planning Act legislation - discussed legislation.
S.1256 Home and Community Balanced Incentives Act - Discussed inclusion of this legislation in health reform legislation and urged cosponsors, advocated for amendment in committee.
H.R. 3631, Medicare Premium Fairness Act - Lobbied to pass legislation to allow premiums for Medicare Part B to remain at 2009 levels for all beneficiaries.

H.R. 3200 America's Affordable Health Choices Act/S. 1679, Americas Health Choices Act, America's Healthy Future Act (no Senate bill)- Discussed need for affordable quality healthcare, delivery system reform, ending age discrimination in the health insurance industry, closing the doughnut hole, creating a pathway for generic biologics, allowing and funding states to provide home and community based services, creating a transitional benefit in medicare and expanding the asset limit to qualify for low-income programs in medicare.

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), Office of the Vice President of the United States

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

S.525/H.R.1298/S.1232, Pharmaceutical Market Access and Drug Safety Act of 2009 - Discussed legislation which would create a system of safe importation of prescription drugs from abroad.
S.726/H.R.1427, Promoting Innovation and Access to Life-Saving Medicine Act - Discussed legislation which would create a pathway for the approval
of safe, effective biosimilar and generic biologic drugs.
H.R.1706, Protecting Consumer Access to Generic Drugs Act of 2009 - Discussed legislation that would prohibit brand name drug companies from compensating generic drug companies to delay the entry of a generic drug into the market, and for other purposes.
S. 369, Preserve Access to Affordable Generics Act - Discussed legislation that would prohibit brand name drug companies from compensating generic drug companies to delay the entry of a generic drug into the market,and for other purposes.
S.515/H.R.1260/S.610, Patent Reform Act of 2009 - Discussed legislation that would amend federal patent law to rewrite provisions concerning the conditions for patentability. Specifically, AARP weighed in on the inequitable conduct provisions of the legislation.
S. 301, Physician Payments Sunshine Act of 2009 - Discussed legislation that would provide for disclosure of gifts given by pharmaceutical and device manufacturers to physicians.
H.R.2997 Agriculture, Rural Development, FDA and related agencies Appropriations bill for FY2010-Lobbied in support of funding for the Commodity Supplemental Food Program and FDA Office of Generic Drugs.
FDA research on bioequivalency of generic epilepsy drugs, rural housing assistance and repair (no bill).
S.1315, Federal Food, Drug and Cosmetic Act Amendment/H.R.3777 Drug Price Competition Act - Lobbied to expand the definition of "first applicant" under such Act to allow a generic drug manufacturer that is currently considered an applicant subsequent to a brand-name manufacturer's 180-day exclusivity period to qualify as a first applicant for purposes of filing an abbreviated application for a new drug. Requires such applicant ot submit a substantially complete application that contains and lawfully maintains a certification for such drug.
H.R. 3200 America's Affordable Health Choices Act/S. 1679, Americas Health Choices Act, America's Healthy Future Act (no Senate bill)- Discussed need for affordable quality healthcare, delivery system reform, ending age discrimination in the health insurance industry, closing the doughnut hole, creating a pathway for generic biologics, allowing and funding states to provide home and community based services, creating a transitional benefit in medicare and expanding the asset limit to qualify for low-income programs in medicare.

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)

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.1159, To amend the Internal Revenue Code of 1986 to provide special rules for investments lost in a fraudulent Ponzi-type scheme-Contacted Congressman's Meek's office to explore support of a bill that offers some relief to victims of Ponzi schemes. Lobbied for reintroduction of auto-IRA, a bill that would require an automatic workplace retirement savings plan for an estimated 50 million employees (no bill).
Lobbied for introduction of legislation that would expand the savers credit so that more modest income individuals can benefit from it.
Discussed Auto-IRA, a bill that would require an automatic workplace retirement savings plan for an estimated 50 million employees; legislation that would end the age cap in the earned income tax credit; legislation that would expand the savers credit so that more modest income individuals can benefit from it; and on the inappropriate application of withholding tables that implement Make Work Pay to pension and other retirement income. (no bill)
Met with Democratic Policy Counsel staff on: Auto-IRA, a bill that would require an automatic workplace retirement savings plan for an estimated 50 million employees would end the age cap in the earned income tax credit; that would expand the savers credit so that more modest income individuals can benefit from it; weatherization; modernizing the poverty measure; and modernizing the asset tests that are used to determine eligibility for federal benefits. (no bill)
Met with the Vice-President's staff on: Auto-IRA, a bill that would require an automatic workplace retirement savings plan for an estimated 50 million employees; legislation that would end the age cap in the earned income tax credit; legislation that would expand the savers credit so that more modest income individuals can benefit from it; weatherization; modernizing the poverty measure; and modernizing the asset tests that are used to determine eligibility for federal benefits. (no bill)
Discussed the need for bipartisan action on long-term financial security. (no bill)
Discussed preferred Social Security options. (no bill)
Discussed implications of no Social Security COLA.(no bill)
Discussed disability backlog process and administration issues, including participation on SSA Advisory Future Systems Technology Panel (Nancy LeaMond, panelist).
Advocated for retirement security for family caregivers.
H.R. 3536, Social Security COLA Fix for 2010 Act -Discussed implications of legislation responding to the lack of a Social Security COLA in 2010.
H.R. 3557- To provide an emergency cost-of-living increase for Social Security Benefits for 2010. Discussed implications of legislation introduced to respond to the lack of a Social Security COLA for 2010.
H.R.3572, COLA Assistance Act of 2009-Discussed implications on legislation introduced to respond to the lack of a Social Security COLA for 2010.
S. 1685/H.R.3597, Emergency Senior Citizens Relief Act of 2009 - Discussed implications of legislation introduced to respond to the lact of a Cocial Security COLA for 2010.
H.R. 3691, Seniors and Veterans Economic Stimulus Act of 2009 - Discussed implications of legislation introduced to respond to the lack of a Social Security COLA for 2010.
H.R. 3672, Social Security COLA Fix for 2010 Act - Discussed implications of legislation introduced to respond to the lack of a Social Security COLA for 2010.
H.R. 3677, Save Our Seniors Social Security Act of 2009 - Discussed implications of legislation introduced to respond to the lack of a Social Security COLA for 2010.

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, Office of the Vice President of the United States

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

Lobbied for introduction of legislation that would end the age cap in the earned income tax credit. (no bill)
Discussed Auto-IRA, a bill that would require an automatic workplace retirement savings plan for an estimated 50 million employees; legislation that would end the age cap in the earned income tax credit; legislation that would expand
the savers credit so that more modest income individuals can benefit from it; and on the inappropriate application of withholding table s that implement Make Work Pay to pension and other retirement income. (no bill)
Income weatherization; modernizing the poverty measure; and modernizing the asset tests that are used to determine eligibility for federal benefits. (no bill)
Discussed tax assistance funding. (no bill)
Discussed tax credits for caregivers. (no bill)
H.R.3170/S.1432 Financial Services and General Government Appropriations bill for FY 2010 - Lobbied for funding for the IRS Tax Counseling for the Elderly and other taxpayer assistance programs.
H.R.1159 - To amend the Internal Revenue code of 1989 to provide special rules for investments lost in a fraudulent Ponzi-type scheme. Discussed legislation to grant tax relief to victims of Ponzi-type schemes.

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

U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, White House Office, Treasury - Dept of, Internal Revenue Service (IRS), Office of the Vice President of the United States

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

H.R. 2847 Commerce, Justice, Science Appropriations bill for FY 2010 - Lobbied in support of funding for various agencies within bill's jurisciction, including the Legal Services Corporation, Census Bureau, and the National Telecommunications and Information Administration (DTV converter box coupon and outreach services).

Discussed with officials of the FCC agency actions or proposals relating to wireless telephone service, smart grid development and national broadband plan affordability (no bill).

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

U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Federal Communications Commission (FCC), White House Office, Commerce - Dept of (DOC)

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

Surface Transportation Authorization Act of 2009 - Discussion of House Transportation and Infrastructure Committee legislation to provide a five-year reauthorization of the expiring SAFTEA-LU legislation. 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.
S.584/H.R.1443 Complete Streets Act of 2009 - Discussion of 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.
H. R. 3355 Older Driver and Pedestrian Safety and Roadway Enhancement Act of 2009 - Lobbied for 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.
Senior Para-transit 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. R. 3288, Transportation, HUD and related agencies Appropriations bill for FY 2010 - Lobbied for senior transit and various housing programs.

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

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

15. General issue area code TOR

16. Specific lobbying issues

S.540/H.R.1346, Medical Device Safety Act - Legislation would make clear congressional intent that state tort claims are not preempted by the FFDCA.
S.512, Fairness in Nursing Home Arbitration Act - Bill to prevent pre-dispute arbitration agreements with LTC facility and residents.
H.R.1237, Fairness in Nursing Home Arbitration Act - Urged co-sponsorship of bill to prevent pre-dispute arbitration clauses in LTC facility contracts and submitted written testimony in support of this legislation. Shared related information on arbitration.

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

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

15. General issue area code CSP

16. Specific lobbying issues

S.906/H.R. 3551, Senior Investment Protection Act - Lobbied to reduce fraudulent marketing materials of financial products.

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

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

15. General issue area code INS

16. Specific lobbying issues

Discussed AARP criteria for a federal role in the regulation of insurance.(no bill)


H.R. 3200 America's Affordable Health Choices Act/S. 1679, Americas Health Choices Act, America's Healthy Future Act (no Senate bill)- Discussed need for affordable quality healthcare, delivery system reform, ending age discrimination in the health insurance industry, closing the doughnut hole, creating a pathway for generic biologics, allowing and funding states to provide home and community based services, creating a transitional benefit in medicare and expanding the asset limit to qualify for low-income programs in medicare.

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

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

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

15. General issue area code WEL

16. Specific lobbying issues

H.R. 2909/1625, Measuring American Poverty Act - Lobbied to create modern measures of poverty accurately.
H.R. 3293, Labor, HHS, Education and Related Agencies Appropriations Act FY2010 - Lobbied for nutrition, energy assistance and other low-income aid.

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

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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