LD-2 Disclosure Form

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

1. Registrant Name Organization/Lobbying Firm Self Employed Individual

AARP

2. Address

Address1

601 E St, NW

Address2

City

Washington

State

Zip Code

20049

Country

USA

3. Principal place of business (if different than line 2)

City

State

Zip Code

Country

4a. Contact Name		b. Telephone Number	c. E-mail
Mr.	David Certner	2024343750	LDAFiling@aarp.org

5. Senate ID#

1694-12

7. Client Name	Self	Check if client is a state or local government or instrumentality
AARP

6. House ID#

306360000

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.

Discussed financial regulatory reforms, including consumer and investor protections. (no bill)
Pub.Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation.
H.R.677/S.267, the Lifetime Income Disclosure Act-Supported the original co-sponsors of the House and Senate versions of the Lifetime Income Disclosure Act. This legislation would provide individuals with a better understanding of the lifetime value of their 401(k) plan assets by including in a yearly benefit statement a conversion of their total accrued benefits into a monthly dollar amount as if they had opted to receive a lifetime annuity.
Discussed pending DOL and SEC regulations on the definition of a fiduciary. (no bill)
Consolidated Appropriations Act, FY 2012, H.R. 2055, H.R. 3671, H.R. 2017, Consolidated and Further Appropriations Continuing Appropriations Act, H.R. 2112.
H.R. 1125, Debt free America Act - Discussed legislation to repeal after 2021 the individual income tax, refundable and non-refundable personal tax credits, and the alternative minimum tax (AMT) on individuals and impose a 1% fee on bank transactions for debt reduction purposes.
H.R.2940/S.1831, Parts of the JOBS Act Package - Lobbied and wrote a letter in opposition to pairing back Regulation D protections in stock offerings.
H.R.2930/S.1970/S.1791, Parts of JOBS Act Package - Lobbied to restore consumer protections regarding "crowd funding" of initial public offerings (IPO's) that the bill curtailed.
H.R. 3606, JOBS Act - Lobbied and wrote in support of the Reid/Levin/Landrieu amendment in the nature of a substitute, and in favor of the "crowd funding" amendment.
H.R. 4264, The FHA Emergency Fiscal Solvency Act of 2012, Fitzpatrick Amendment No.1, 3/27/2012 - Lobbied to lift cap on number of loans authorized under Home Equity Conversion Mortgage (HECM) program.
Presented testimony and worked with Staff of the House Financial Services Subcommittee on Insurance, Housing and Community Opportunity, on Federal Housing Administration oversight of reverse mortgages. AARP seeks continuation of, and improvement to the program. (no bill)
Discussed implications of H.R. 4624, the "Investment Advisor Oversight Act."
Responded to SEC request for Comment on Financial Literacy and Disclosure.

U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Securities & Exchange Commission (SEC), Labor - Dept of (DOL), Treasury - Dept of, Office of the Comptroller of the Currency (OCC), Federal Reserve System

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

S. 163, Full Faith and Credit Act - Discussed AARP position on legislation and second degree amendment to the legislation.
S.245, CAP Act of 2011 - Discussed our concerns and opposition to the legislation.
S.2323/H.R.5326, Commerce, Justice, Science and related agencies Appropriations - Opposed rider barring EEOC from enforcing disparate impact regulations.
H.Con.Res. 112 - Lobbied Congress against cuts to Social Security, Medicare and Medicaid in the Super Committee debate and where savings could be found without harming beneficiaries and protect discretionary services for vulnerable seniors.
H.R.6020/S.3301, the Financial Services Appropriations bill for FY 2013 - Lobbied to oppose subjecting Consumer Finance Protection Bureau from annual appropriations oversight, increase/protect funding for the Taxpayer Counseling for the Elderly program, and to protect/increase SEC funding.
H.R.5973/S.2375, the Agriculture Appropriations bill for FY 2013 - Lobbied to protect/increase Commodity Supplemental Food program funding.
H.R.5325/S.2465, the Energy & Water Appropriations bill for FY 2013 - Lobbied to protect/increase funding for weatherization programs.
H.R.5972/S.2322, the Transportation, Housing and Urban Development Appropriations bill for FY 2013 - Lobbied to protect/enhance funding for elderly housing (Section 8 project-based and tenant-base rental assistance and Section 202 programs), elderly transit programs and to protect transportation enhancements.
S.3295, the Labor-HHS Appropriations bill for FY 2013 - Lobbied to protect/increase funding for the Social Security Administration, Older Americans Act nutrition, family caregiver & supportive services programs, low income home energy assistance (LIHEAP), and to protect funding for program authorized under the Affordable Care Act, including CMS State Health insurances exchanges, state survey & demonstrations and preventive health.
H.R.5326/S.2323, the Commerce, Science and Justice Appropriations bill for FY 2013 - Lobbied to protect/enhance Equal Employment Opportunity Commission funding.

U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Social Security Administration (SSA), Centers For Medicare and Medicaid Services (CMS), White House Office, Labor - Dept of (DOL), Internal Revenue Service (IRS), Securities & Exchange Commission (SEC), Treasury - Dept of, Equal Employment Opportunity Commission (EEOC)

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

Discussed draft legislation on Voter Modernization to Amend National Voter Registration Act of 1993 to promote use of Internet by state election officials in voter registration activities. (no bill)

S.2323/H.R.5326, Commerce, Justice, Science and related agencies appropriations - Opposed rider barring EEOC from enforcing disparate impact relations.
S. 2189, Protecting Older Workers Against Discrimination Act - Supported legislation to restore law to its state before 2009 SCOTUS decision in Gross v. FBL Financial Services.
S.462/H.R. 2564, Elder Abuse Victims Act of 2011 - Discussed elder abuse issues.
S. 464, End Abuse in Later Life Act of 2011 -Discussed elder abuse issues.
S. 1263/H.R. 112, Silver Alert Act - Discussed elder abuse issues.
Discussed the rights of elder GLBT persons in accessing public service and benefits. (no bill)
Worked with coalition to discuss House and Senate strategies to remove barriers to voting emerging in state laws. (no bill)
Submitted comment letter to EEOC regarding strategic enforcement priorities.
S. 1744, Guardianship Accountability Act - To improve quality of guardianship protections and background checks.
H.R. 4126, Voter I.D. Accessibility Act of 2012 - Amend VRA to require voter I.D. states to provide documentation without charge for certain populations.
H.R. 5799, voter Empowerment Act - Combines several bills to strengthen access to voting under VRA and HAVA.

U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Equal Employment Opportunity Commission (EEOC), Office of Management & Budget (OMB), Executive Office of the President (EOP)

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

Discussed LIHEAP Best Practices with HHS officials. (no bill)
Discussed AARP's concerns for consumer protections around the deployment of smart meters, grid modernization and dynamic pricing. (no bill)
Smart Meters - Continued the dialogue with Department of Energy regarding the deployment of advanced (smart meters) by utilities to record household energy consumption and theirs affordability by 50+ consumers. (no bill)
Grid Modernization - Lobbied for modernizing the grid but not to the exclusion of mandating important consumer protections on privacy and affordability. (no bill)
Discussed the HHS' addition of more cost-based factors in its deployment of funding activities and analysis of Smart Grid Consumer Behavior. (no bill)
Continuing discussions with Department of Energy on consumer behavior resulting from deployment of Smart Meters. (no bill)
S.3295, the Labor-HHS Appropriations bill for FY 2013 - Lobbied to protect/increase funding for the Social Security Administration, Older Americans Act nutrition, family caregiver & supportive services programs, low income home energy assistance (LIHEAP), and to protect funding for program authorized under the Affordable Care Act, including CMS State Health insurance exchanges, state survey & demonstrations and preventive health.
Lobbied for increased transparency of the Regional Transmission organizations and heightened oversight by FERC. Advocated that lack of transparency and accountability to consumers impacts the cost of electricity.

U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Energy - Dept of, Federal Energy Regulatory Commission (FERC), White House Office, Health & Human Services - Dept of (HHS)

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

Discussed demographics and priorities for AARP members and the 50+ population in general. (no bill)
Lobbied supplemental poverty measure with House and Senate staff. (no bill)
Discussed poverty and hunger issues. (no bill)
Discussed SNAP. (no bill)
Discussed increasing senior representation in CDC studies and supported public participation in samples.

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

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

Provided information on the need for nursing education capacity and the retention of newer and older nurses in the workplace. (no bill)
Discussed barriers to care that can result from language differences between providers and patients and/or lack of translation services. (no bill)
Lobbied on preserving fund for the ACA; defended meaningful use of the ACA. (no bill)
Discussed need to increase health information technology quality measurements and access to qualified systems. (no bill)
S. 1019, Hearing Aid Assistance Tax Credit Act - Discussed Hearing Aid Assistance Tax Credit Act which would provide a $500 credit to people of all ages.
H.R. 217, To repeal the Prevention and Public Health Fund - Lobbied against the repeal of the Prevention and Public Health Trust Fund. This fund is an important component in state and community efforts to prevent illness and promote health.
Discussed Pre-existing Condition Insurance Program. (no bill)
Discussed Accountable Care Organization and Medical Shared savings. (no bill)
Discussed Rate Review. (no bill)
Discussed Internal Appeals and External Review Process. (no bill)
Discussed Medicare reimbursement issues. Lobbied in support of Medicare physician payment reform.
Discussed legislation to make prescription drugs more affordable to older Americans.
S. 159/H.R. 63, Discussed the Confidence in Long-Term Care Insurance Act/Long-Term Insurance Reform Act which improves the consumer protections of LTC insurance policies and make more and better information available to consumers to help them make informed decisions about such policies.
S. 1416/H.R. 2645, Medigap Medical Loss Ratio Improvement Act - Lobbied for bill introduction and helped with crafting.
Discussed Internal Claims, Appeals and external Review Process. (no bill)
Discussed HIPAA Privacy Rule Accounting under HITECH Act. (no bill)
Discussed coverage for screening depression and screening and counseling for alcohol misuse. (no bill)
Discussed consumer operated and oriented plan programs. (no bill)
Discussed standards related to risk adjustment, reinsurance, and risk mitigation as they relate to exchanges. (no bill)
H.R.2077, MLR Repeal Act of 2011 - Expressed opposition to the elimination of provision in the Affordable Care Act (P.L. 111-148)Discussed opposition to draft legislation regarding the elimination of grandfathered status. (no bill)
Discussed association health plans with DOL, HHS and DOT. (no bill)
Discussed quality and care coordination with HHS. (no bill)
Discussed Essential Health Benefits with HHS. (no bill)
Discussed employer affordability safe harbor. (no bill)
Discussed health insurance exchanges - eligibility, enrollment, premium tax credits. (no bill)
Discussed Basic Health Plans. (no bill)
Discussed Medigap reform. (no bill)
Discussed Pre-existing Condition Insurance Program. (no bill)
Discussed role of grandfathered plans. (no bill)
Discussed status of the CLASS Program. (no bill)
Discussed opposition to repeal of the CLASS Program (no bill, but also as S. 720, the Repeal the CLASS Entitlement Act.
Discussed opposition to H.R. 1173, the Fiscal Responsibility and Retirement Security Act, to repeal the CLASS Program and shared stories and information related to long-term services and supports.
Discussed reauthorization of the Older Americans Act and other amendments to the OAA. (no bill)
Discussed cost effectiveness of home and community-based services. (no bill)
Discussed dual eligibles with Medpac. (no bill)
S.3295, the Labor-HHS Appropriations bill for FY 2013 - Lobbied to protect/increase funding for the Social Security Administration, Older Americans Act nutrition, family caregiver & supportive services programs, low income home energy assistance (LIHEAP), and to protect funding for program authorized under the Affordable Care Act, including CMS State Health insurance exchanges, state survey & demonstrations and preventive Care Act, including CMS State Health insurance exchanges, state survey and demonstrations and preventive health.

Discussed Hospital & Critical Access Hospitals Conditions of Participation proposed regulations; requested that advanced practice registered nurses and physicians assistants be allowed the full scope of services in hospital admitting and visiting privileges. (no bill)
Discussed Hospital Outpatient Therapeutic Services Final Rule underscoring that advanced practice registered nurses and physicians should be allowed to supervise such outpatient service clinics without physician oversight as long as in line with state scope of practice laws. (no bill)
Discussed Medicare GNE demonstration design problems.
Discussed inviting FTC to participate in a webinar on how they are and can be engaged on state scope of practice issues. Also sent follow-up items for their review. (no bill)
Discussed legislation to make long-term care insurance available under cafeteria plans and flexible spending arrangements and to improve consumer protections. (no bill)
Discussed Medicare and Social Security programs. (no bill)

U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Health & Human Services - Dept of (HHS), White House Office, Centers For Medicare and Medicaid Services (CMS), Office of Management & Budget (OMB), Office of Personnel Management (OPM), Administration on Aging, Health Resources & Services Administration (HRSA), Labor - Dept of (DOL), Treasury - Dept of, Justice - Dept of (DOJ), Medicare Payment Advisory Commission (MedPAC), Transportation - Dept of (DOT), Federal Trade Commission (FTC)

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

Pub.Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation.

Submitted comments to HUD on proposed regulations on "Implementation of the Fair Housing Acts" Discriminatory Effects Standard".
Discussed Federal Reserve Board proposed rules regarding Regulation Z requirements for reverse mortgages and consumer right of rescission. (no bill)
H.R. 830, FHA Refinance Program Termination Act - Disucssed concerns over foreclosures and older homeowners.
Discussed reverse mortgage issues including non-recourse loan issues. (no bill)
Discussed mortgage finance market reform options. (no bill)
Discussed draft legislation on accessibility standards for single-family homes. (no bill)
H.R. 5972/S.2322, the Transportation, Housing and Urban Development Appropriations bill for FY 2013 - Lobbied to protect/enhance funding for elderly housing (Section 8 project-based and tenant-based rental assistance and Section 202 programs), elderly transit programs and to protect transportation enhancements.

U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Housing & Urban Development - Dept of (HUD), Treasury - Dept of, Federal Reserve System, White House Office

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

Provided information on the need for nursing education capacity and the retention of newer and older nurses in the workplace (no bill).
H.R.3630, SGR - Discussed physician payment reform; and discussed the implementation of dual-eligibles as through the implementation of various demonstration projects.
Pub.Law 111-148 & 111-152 - Discussed implementation of health care law that would reform the health care system to provide affordable quality health care, reduce drug costs and expand access to long-term services and supports.
Discussed transitional care program.
Discussed how to implement Medicaid provisions of Affordable Care Act. (PL. 111-148)
Lobbied in support of draft legislation that would grant individuals whose COBRA has expired the same Medicare Part B enrollment rights as those who have group coverage. (no bill)
S. 374, Medicare Mental Health Inpatient Equity Act - Lobbied in support of this legislation to eliminate the 190-day lifetime limit on Medicare coverage for in-patient psychiatric hospital services.
S.3295, the Labor-HHS Appropriations bill for FY 2013 - Lobbied to protect funding for program authorized under the Affordable Care Act, including CMS State Health insurance exchanges, state survey & demonstrations and preventative health.
Discussed improving access to care for underserved population. (no bill)
Discussed importance of maintaining low income subsididies and supports in Medicare. (no bill)
Discussed the importance of coordinating services for those who qualify for both Medicare and Medicaid in order to ensure that beneficiaries receive all needed benefits but there is no duplication. (no bill)
Discussed whether, and under what circumstances, managed care could effectively be used to provide benefits to dual eligible beneficiaries. (no bill)
Discussed implementation of Anti-Fraud Measures of Affordable Care Act (PL. 111-148), including coordination between HHS, DOJ and state Attorneys General.
Discussed additional methods for fighting fraud and waste in Health Care. (no bill)
Discussed Medigap and need for guaranteed issue for all populations and need to increase medical loss ratio.
Discussed medicare physician payment issues. (no bill)
Discussed durable medical equipment bidding. (no bill)
H.R. 1654, Medicare Enrollment Protection Act - Lobbied for legislation to provide Medicare beneficiaries with additional opportunities to enroll in Medicare Part B.
H.R. 978, To amend Title II of the Social Security Act - Lobbied against the use of the Social Security account number on Government-issued identification cards issued in connection with Medicare, Medicaid, and SCHIP benefits and for other purposes.
S. 1206/H.R. 2190, The Medicare Drug Savings Act of 2011 - Discussed legislation to require prescription drug manufacturers to provide rebates for drugs provided to Medicare Part D low-income subsidy beneficiaries, including those who are dually eligible for Medicare and Medicaid.
S. 1251, Medicare and Medicaid Fighting Fraud and Abuse to Save Taxpayers' Dollars Act - Discussed support to curb waste and fraud from the Medicare and Medicaid programs.
S. 1275, The Medicare and Medicaid FAST Act - Lobbied on legislation to prevent fraud and abuse within the federal health programs.
S. 1206/H.R. 2190, The Medicare Drug Savings Act - Discussed legislation that would establish Medicaid drug rebates for the duals.
Medicare physician reimbursement issues. (no bill)
H.R. 3630, Middle Class Tax Relief and Job Creation Act of 2012 - Discussed the legislation as it pertained to SGR.

Discussed Medicare Graduate Nursing Education pilot design. (no bill)
Discussed Medicare Physician Payment Reform. (no bill)
Discussed Prescription Drug Affordability. (no bill)
Discussed Prescription Drug Shortages. (no bill)
H.R. 3342, Affordable Medicines Utilization Act of 2011 - Lobbied to encourage state Medicaid programs to use safe, effective generic medications.
H.R. 2576 - Discussion to amend the Internal Revenue Code of 1986 to modify the calculation of modified adjusted gross income for purposes of determining eligibility for certain healthcare-related programs.
Discussed opposition to caps on dual eligibles; discussed managed care and dual eligibles. (no bill)
Discussed Senior Navigation and Planning Act. (no bill)
Discussed with CMS demonstration programs for dual eligibles and process related to the demonstrations, as well as other work of the Medicare-Medicaid Coordination Office, discussed opposition to Florida medicaid waivers (including letter), discussed home and community setting issue in Medicaid, discussed focus groups on dual eligibles; discussed implementation of some Medicaid HCBS provisions.
Discussed Medicaid managed care and long-term services and supports broadly.
Discussed Fair Labor Standards Act and companionship exemption.
Discussed Hospital & Critical Access Hospitals Conditions of Participation proposed regulations; requested that advanced practice registered nurses and physicians assistants be allowed the full scope of services in hospital admitting and visiting privileges. (no bill)
Discussed Hospital Outpatient Therapeutic Services Final Rule underscoring that advanced practice registered nurses and physicians should be allowed to supervise such outpatient service clinics without physician oversight as long as in line with state scope of practice laws. (no bill)
Discussed inviting FTC to participate in a webinar on how they are and can be engaged on state scope of practice issues. Also sent follow-up items for their review. (no bill)
Discussed health disparities. (no bill)
Discussed Medicaid reform, Medicare/Medicaid "dual eligibles" integration efforts and financial alignment demonstrations; and other CMS demonstration initiatives. (no bill)
Discussed methods for fighting additional fraud and waste in Healthcare. (no bill)
Discussed Medicare physician payment issues. (no bill)
S.2243, Discussed Medicare Better Health Rewards Program.
Discussed You've Earned a Say. (no bill)
S. 3271, Discussed Equal Access to Medicare Options Act of 2012.

U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Health & Human Services - Dept of (HHS), Government Accountability Office (GAO), White House Office, Office of Management & Budget (OMB), Centers For Medicare and Medicaid Services (CMS), Administration on Aging, Medicare Payment Advisory Commission (MedPAC), Social Security Administration (SSA), Labor - Dept of (DOL), Justice - Dept of (DOJ), Treasury - Dept of, Federal Trade Commission (FTC)

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

Discussed legislative intent with respect to Biologic drugs and exclusivity period.(no bill)
Discussed importance of potential savings both to consumers and to the federal government of granting Secretarial Negotiating Authority to Secretary of HHS on Medicare Part D. (no bill)

Discussed legislative intent with respect to biologic drugs and the exclusivity period; and discussed importance of potential savings to the health care system generally. (no bill)
Discussed need for greater consumer safety protections both in OTC and prescription drugs. (no bill)
Discussed need to end industry tactics like Pay for Delay which inappropriately extends patents with effect of keeping prices high for consumers and government. (no bill)
Discussed need for doctors to get unbiased information on prescription pharmaceuticals through programs like academic detailing. (no bill)
Discussed possible savings and better health care outcomes that could result from Medication Therapy Management. (no bill)
Pub. Law 111-148 and 111-152 - Discussed implementation of health care legislation to reform the health care system to provide quality healthcare, expand access to long-term services and supports, and reduced prescription drug costs.
Discussed greater affordability of generic versions of both generic and biologic drugs.
S. 319, Pharmaceutical Market Access and Drug Safety Act of 2011 - Discussed legislation that establishes a framework for the safe, legal importation of lower-priced prescription drugs from abroad.
S. 1206, Medicare Drug Savings Act of 2011 - Discussed rebates in Medicare Part D as a cost savings measure in Medicare that does not harm beneficiaries.
H. R. 3342, Affordable Medicines Utilization Act of 2011 - Lobbied on legislation to encourage state Medicaid programs to use safe, effective generic medications.
S. 27, Preserve Access to Affordable Generics Act - Lobbied for this legislation preventing abuses in patent settlements between generic and brand name prescription drug companies.
S. 1886/H.R. 3468, Discussed counterfeit drug penalty enhancement.
Discussed prescription drug safety, drug shortage, and medical device safety, and related user fee legislation.
S. 2193, the Ensuring Safe Medical Devices for Patients Act - Discussed legislation to include devices in the post-market risk identification and analysis system for prescription drugs and to expedite the implementation of the unique device identification system for medical devices.
Discussed draft legislation to address the issue of whether generic drug manufacturers have a duty to include new warnings about potentially serious side effects on their labels as they become known. The bill would accomplish this by giving generic drug makers the same ability to update their labeling as currently exists for manufacturers of brand name drugs. (no bill)
S.3187, Food and Drug Administration safety and Innovation Act - FDA user fee agreement legislation focusing on the review process for prescription drugs and medical devices, prescription drug safety, drug shortages, medical device safety and access to generic drugs.
S. 1882, Fair and Immediate Release of Generic Drugs Act or the FAIR Generics Act - Discussed pay-for-delay amendment to the FDA user fee agreement legislation based the stand-alone bill.
S.3212, Cody Miller Initiative for Safer Prescriptions Act - To require the Secretary of Health and Human Services to promulgate regulations regarding the authorship, content, format, and dissemination of Patient Medication information.

U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, White House Office, Health & Human Services - Dept of (HHS), Food & Drug Administration (FDA), Justice - Dept of (DOJ), Centers For Medicare and Medicaid Services (CMS), Medicare Payment Advisory Commission (MedPAC), Office of Management & Budget (OMB), Treasury - Dept of

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

Discussed demographics and priorities for AARP members and the 50+ population in general. (no bill)
H.R.4050, Retirement Plan Simplication & Enhancement Act of 2012 - Discussed concerns regarding expansion of electronic disclosures of pension documents and notices. Sent letter to DOL urging caution on any expansion of electronic disclosures of

pension documents and notices.
H.R.4348/S.1813, Surface Transportation - Moving Ahead for Progress in the 21st Century Act - Supported addition of provisions to Revenue Provisions section to improve protections for pension participants.
Discussion on Automatic IRA proposal to provide automatic individual retirement accounts, funded via payroll deduction, to individuals who work for an employer of a particular size and tenure that do not currently offer a retirement savings vehicle to their employees. (no bill)
Discussed Social Security COLA relief. (no bill)
H. R. 677/S. 267, Lifetime Income Disclosure Act - Submitted letter of support to the original co-sponsors of the House and Senate versions of the Lifetime Income Disclosure Act. This legislation would provide individulas with a better understanding of the lifemtime value of their 401 (k) plan assets by including in a yearly benefit statement a conversion of their total accrued benefits into a monthly dollar amount as if they had opted to receive a lifetime annuity.
H.J. Res.1/S.J. Res.4 - Discussed AARP's concerns about efforts to cutting Social Security benefits as a way of addressing the nation's current budget deficits, including the impact on Social Security of capping spending at a certain level or via balanced budget amendments.
S. 1557/H.R. 4049, the Automatic IRA Act of 2011 - Lobbied on legislation to create automatic individual retirement accounts, funded via payroll deduction, to individuals who work for an employer of a particular size and tenure that do not currently offer a retirement savings vehicle to their employees.
Discussed S. 1558, the Keeping Our Social Security Promises Act, legislation to apply payroll taxes to remuneration and earnings from self-employment up to the contribution and benefit base and to remuneration in excess of $250,000. Provided an informational briefing on Social Security.
S. 1876, Consumer Price Index for Elderly Consumers Act - Supported legislation to change the index used to calculate annual Social Security COLA's from the CPI-W to the CPI-E.
H. R. 539, Preserving Our Promise to Seniors Act - Discussed legislation to make changes pertaining to Social Security, including the use of a new CPI-E index for COLA's, and to provide $250 relief payments to beneficiaries.
H. R. 3630/Senate Substitute, Middle Class Tax Relief and Job Creation Act of 2011 - Discussed legislation containing an extension or expansion of the current temporary payroll tax holiday.
S. 1917/1944, Middle Class Tax Cut Act of 2011 - Discussed legislation containing an extension or expansion of the current temporary payroll tax holiday.
S. 1931, Temporary Tax Holiday and Government Reduction Act - Discussed legislation containing an extension or expansion of the current temporary payroll holiday.
S. 2252, the Rebuild America Act - Discussed the Social Security and Pensions portions of this wide-ranging legislation designed to "rebuild the American middle class by creating jobs, investing in our future, building opportunity for working families, and restoring balance to the tax code."
Discussed various defined benefit/defined contribution pension reform proposals (no bill).
Submitted written testimony to the Senate Banking Economic Policy Subcommittee for their March 28, 2012, hearing entitled "Retirement (in) security: Examining the Retirement Savings Deficit."
Discussed the Department of Labor's proposed new fiduciary duty regulation with key staff of the Department of Labor's Employee Benefits Security Administration (no bill number).
Discussed possible proposals to improve pension rights for participants and reform proposals to improve pension coverage and adequacy. ( no bill)
Lobbied Congress on AARP's "You've Earned A Say"- A national conversation on the future of Social Security and Medicare with AARP members and all Amerivcans. The goal of this effort is to ensure that Americans have a say in any debate about these programs. Provides Phase1 results and Phase 2 objectives. (no bill)
Submitted a letter to the House Judiciary Committee's Subcommittee on Immigration Policy and Enforcement for thsir April 18, 2012, hearing entitled "Document Fraud in Employment Authorization: How an E-Verify Requirement Can Help". (no bill)
Discussed the 2012 Social Security Trustees Report. (no bill)
Discussed Social Security's Future Systems Technology Advisory Panel (FSTA) with House Ways and Means Committee's Social Security Subcommittee's majority staff for their May 9, 2012, hearing on "the State of Social Security's Information Technology". (no bill)
Discussed with GAO the current and future challenges faced by Social Security's Representative Payee program. GAO is undertaking the study to look at the history of the program, current and future challenges to managing the program, and other potential options for managing the program. (no bill)
Discussed pending DOL regulations of summary documents for 401(k) fee disclosure. (no bill)
H.R. 4609, the Social Security Equality Act - Discussed bill which would authorize the treatment of permanent partnerships between individuals of the same gender as marriage for purposes of determining entitlement to OASDI benefits.
Letter sent to Congress expressing AARP's opposition to aditional extensions of the temporary payroll tax holiday. (no bill)
Discussed pending DOL regulations on the electronic disclosure of ERISA-covered pension plan documents and related potential or current legislation H.R. 4050, the Retirement Plan Simplification and Enhancement Act.
Discussed potential legislation regarding the Social Security Administration's process for closing field offices. (no bill)
Discussed Social Security provisions contained within the Rivlin/Domenici Bipartisan Policy Center Debt Reduction Task Force plan as it pertained to the June 19 Senate Finance Committee hearing entitled "Confronting the Looming Fiscal Crisis". (no bill)
H.R. 4050, Retirement Plan Simplification and Enhancement Act of 2012 - Discussed concerns regarding expansion of electronic disclosures of pension documents and notices.
Sent letter to DOL urging caution on any expansion of electronic disclosures of pension documents and notices.
H.R. 4348/S.1813, "MAP-21" Moving Ahead for Progress in the 21st Century Act - Supported the addition of provisions to revenue provisions section to improve protections for pension participants.
S.3295, the Labor-HHS Appropriations bill for FY 2013 - Lobbied to protect/increase funding for the Social Security Administration, Older Americans Act nutrition, family caregiver & supportive services programs, low income home energy assistance (LIHEAP), and to protect funding for program authorized under the Affordable Care Act, including CMS State Health insurance exchanges, state survey and demonstrations and preventive health.

U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Treasury - Dept of, Social Security Administration (SSA), White House Office, Labor - Dept of (DOL), Government Accountability Office (GAO)

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

S. 1006, Senior's Tax Simplification Act, to the existing description of H.R. 1058 in Tax Section - Submitted letter of support to Senate original co-sponsors in May.
Discussed legislation to make long-term care insurance available under cafeteria plans and flexible spending arrangements and to improve consumer protections.
AARP submitted written comments to the Internal Revenue Service regarding Proposed Regulations and Revenue Rullings Relating to: Longevity Annuity Contracrts; Modifications to Minimum Present Value Requirements; Rev. Rule. 2012-3 (Survivor Annuity Requirements); and Rev. Rule 2012-4 (Rollover to Obtain Additional Annuity. (no bill)
Discussed legislation to make LTC insurance available under cafeteria plans affordable spending arrangments and to improve consumer protections.
H.R.6020/S.3301, the Financial Services Appropriations bill for FY 2013 - Lobbied to oppose subjecting Consumer Finance Protection Bureau from annual appropriations oversight, increase/protect funding for the Taxpayer Counseling for the Elderly program, and to protect/increase SEC funding.

U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Treasury - Dept of, Internal Revenue Service (IRS),

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

Discussed FCC's interest in consumer protections against unexpected wireless charges as a result of lack of transparency and disclosure by wireless providers to consumers on fine print. (no bill)

Lifeline Linkup - Coordinated AARP comments to FCC on potential impact of proposed reforms to the Lifeline Linkup program (federal subsidies that assist in helping people stay connected by telephone and targeted to eligible low income households). (no bill)
Universal Service Fund Reform - Met with Federal Communications Commission (FCC) Commissioners and staff to advocate for increased consumer protections in pending order regarding reform of the Universal Service Fund and other issues. (no bill)
Universal Service Fund Reform - Meetings and ex parte correspondence to FCC Commissioners regarding the updating of consumer protections for 50+ population in the reform of the goals and subsidies of the Universal Service Fund (USF).

U.S. HOUSE OF REPRESENTATIVES, Federal Communications Commission (FCC), U.S. SENATE, White House Office

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

Discussion of draft legislation to reauthorize SAFTEA-LU. AARP interests include increasing funding for public transit and special needs para-transit services, promotion of older driver and pedestrian safety, expanding adoption of planning and design features to better accommodate all roadway users and strengthening connections between transportation and land use planning.
H.R. 1780/S.1056, Safe and Complete Streets Act - Discussion of draft legislation to require States and Metropolitan Planning Organizations to adopt complete streets policies to ensure that federally-funded improvements to roadways incorporate design changes that permit potential users of all ages and abilities to travel safely and conveniently.
H. R. 1776, Older Driver and Pedestrian Safety and Roadway Enhancement Act - Discussion of draft legislation to create a federal funding program for States to implement federal safety design recommendations at roads and intersections with a high incidence of traffice accidents and fatalities involving older drivers and pedestrians.
S. 1942/H.R. 4028, Specialized Transportation for Older Adults legislation - Discussion of legislation to provide operating subsidy funding for the Department of Transportation Sec.5310 special needs transportation program for seniors and persons with disabilities, increase participation in the planning process, improve data collection, establish a mobility management program for older adults and authorize appropriations for the National Center on Senior Transportation.
H.R. 3536, Safe Roads for America Act - Discussion of legislation to set later deadline for implementation of minimum maintained standards for the retro-reflectivity of traffic signs.
H.R. 4348/S.1813, Moving Ahead for Progress in the 21st Century, MAP 12 - Discussed the Surface transportation reauthorization bill, including pension-related amendments in financing title, supported addition of participant protections.
H.R. 7, American Energy and Infrastructure Jobs Act of 2012 - Discussed pension-related amendments in financing title, supported addition of participant protections.
H.R. 5972/S.2322, the Transportation, Housing and Urban Development Appropriations bill for FY 2013 - Lobbied to protect/enhance funding for elderly housing (Section 8 project-based and tenant-based rental assistance and Section 202 programs), elderly transit programs and to protect transportation enhancements.

U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Transportation - Dept of (DOT), Natl Highway Traffic Safety Administration (NHTSA), Federal Transit Administration (FTA), Federal Highway Administration (FHA)

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

Discussed implementation of Tort reform provisions of Affordable Care Act (Pub. Law 111-148), including various demonstration proposals. (no bill)
Discussed other possible revisions to Tort system that would still preserve patient protections and have goal of reducing medical error. (no bill)
Discussed implementation of the Affordable Care Act, including various demonstration proposals. (no bill)

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

Pub. Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation.
Responded to requests for comment with regard to Payday Lending, Mandatory Arbitration, "Larger Participants" (non-bank), and Bank Overdraft Fees.
Lobbied against H.R. 3035 the "Mobile Informational Call Act".

U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Treasury - Dept of, Securities & Exchange Commission (SEC), Labor - Dept of (DOL), Federal Reserve System

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

Pub. Law 111-148 and 111-152, Patient Protection and Affordability Care Act - Discussed implementation of certain provisions related to affordable quality health care and expand access to long-term services and supports.

Discussed employer sponsored wellness programs. (no bill)
Discussed need for transparency in rate reviews. (no bill)
Discussed need for consumer protection in internal and external appeals for self-funded plans. (no bill)
H. R. 1213, To repeal mandatory funding provided to States in the Patient Protection and Affordable Care Act to establish American Health Benefit Exchanges - Sent letter in opposition to HR 1213 which would repeal the mandatory funding provided to states under the Patient Protection and Affordable Care Act to establish American Health Benefit Exchanges.
Discussed medical loss ratio. (no bill)
Discussed Pre-existing Condition Insurance Program. (no bill)
Discussed Accountable Care Organization and Medical Shared Savings. (no bill)
Discussed Rate Review. (no bill)
Discussed Internal Appeals and External Review Process. (no bill)
Discussed Medicare reimbursement issues. (no bill)
Lobbied in support of Medicare physician payment reform. (no bill)
Discussed legislation to make prescription drugs more affordable to older Americans. (no bill)
Discussed legislation to make long-term care insurance available under cafeteria plans and flexible spending arrangements and to improve consumer protections. (no bill)
Discussed Consumer protection and implementation of the Affordable Care Act (P.L. 111-148).
S. 3295, the Labor-HHS Appropriations bill for FY 2013 - Lobbied to protect funding for program authorized under the Affordable Care Act, including CMS State Health insurance exchanges, state survey and demonstrations and preventive health.

U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, White House Office, Health & Human Services - Dept of (HHS), Labor - Dept of (DOL), Treasury - Dept of

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

S.3295, the Labor-HHS Appropriations bill for FY 2013 - Lobbied to protect/increase funding for the Social Security Administration, Older Americans Act nutrition, family caregiver and supportive services programs, low income home energy assistance (LIHEAP), and to protect funding for program authorized under the Affordable Care Act, including CMS State Health insurance exchanges, state survey and demonstrations and preventive health.
S. 1592, Agricultural Credit Expansion Act - Restoration of 4.5 billion dollar SNAP cuts in Senate Farm Bill.
S. 3240, Agriculture Reform, Food and Jobs Act of 2012 - Reauthorize Farm program and discussed House Agriculture Committee Farm Bill Reauthorization Draft and provisions affecting federal nutrition programs.

U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Agriculture - Dept of (USDA), Administration on Aging, Bureau of the Census

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

S. 2189, Protecting Older Workers Against Discrimination Act - Supported legislation to restore law to its state before 2009 SCOTUS decision in Gross v. FBL Financial Services.
Submitted comment letter to EEOC regarding strategic enforcement priorities.

S.2323/H.R.5326, Commerce, Justice, Science and Related Agencies Appropriations - Opposed rider barring the EEOC from enforcing disparate impact regulations.
H.R.5326/S.2323, the Commerce, Science and Justice Appropriations bill for FY 2013 - Lobbied to protect/enhance Equal Employment Opportunity Commission funding.

U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Labor - Dept of (DOL), Equal Employment Opportunity Commission (EEOC),

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

Discussed reauthorization of the Older Americans Act and various proposals. (no bill)
S. 462, Elder Abuse Victims Act - Continued advocacy to develop legislative and regulatory policy to protect seniors from abuse, exploitation and neglect.
Discussed House Budget. (no bill)
H.R.2883/S. 1542, Child and Family Services Improvement and Innovation Act - Discussed provisions supporting grandparents raising grandkids.
S. 465, Senior Financial Empowerment Act - Continued advocacy to develop legislative and regulatory policy to protect seniors from abuse, exploitation and neglect.
S. 464, Elder Abuse in Later Life - Continued advocacy to develop legislative and regulatory policy to protect seniors from abuse, exploitation and neglect.
S.2077/H.R. 577, Elder Abuse Prevention Act - Continued advocacy to develop legislative and regulatory policy to protect seniors from abuse, exploitation and neglect.
S. 1263/H.R. 112, Silver Alert Act - Discussed elder abuse issues.
S. 1819, Strengthening Services for America's Seniors Act - Discussed legislation.
S. 2037, Older Americans Act Amendments of 2012 - Discussed legislation.
S. 1744, Guardian Accountability and Senior Portection Act - Supported legislation.
S. 1982, Improving Care for Vulnerable Older Citizens through Workforce Advancement Act of 2011 - Discussed legislation.
Discussed elder abuse issues, ARDC's and the World Elder Abuse Awareness Day.
S.3226, Americans Giving care to Elders (AGE) Act of 2012 - Discussed tax credits for eldercare expenses and resource centers on family caregiving.
S.3358, Responding to urgent needs of survivors of the Holocaust Act - Discussed the improvement of services under OAA.

U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Administration on Aging, Justice - Dept of (DOJ), Labor - Dept of (DOL), Health & Human Services - Dept of (HHS), Government Accountability Office (GAO), Agriculture - Dept of (USDA)

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.

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

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

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

First Name	Last Name	Suffix	Covered Official Position (if applicable)	New
Timothy J.	Gearan
David	Certner
Nancy	LeaMond
Joyce A.	Rogers
Cristina	Martin-Firvida
Ryan	Wilson
Mary	Wallace
Thomas M.	Nicholls
George	Gaberlavage

First Name	Last Name	Suffix	Covered Official Position (if applicable)	New
David	Certner
Timothy J.	Gearan
Cristina	Martin-Firvida
Nancy	LeaMond
Leah Cohen	Hirsch
Deborah	Chalfie
Debra	Alvarez
Larry	White
John	Hishta
Michele	Kimball
Steven	Carter
Joyce A.	Rogers
Dawit	Kahsai
Kristin	Keckeisen
Beverly	Gilyard
Denise	DeMichele
Shannon	Russell
Rhonda	Richards
John S.	Cummings
Nina	Weiler-Harwell
Blake	Kelly
Ariel	Gonzalez
Mary	Wallace
Thomas M.	Nicholls

First Name	Last Name	Suffix	Covered Official Position (if applicable)	New
David	Certner
Joyce A.	Rogers
Deborah	Chalfie
Nancy	LeaMond
Cristina	Martin-Firvida
Larry	White
Shannon	Russell

First Name	Last Name	Suffix	Covered Official Position (if applicable)	New
David	Certner
Joyce A.	Rogers
Marther Thomas	Doneghy
Cristina	Martin-Firvida
Timothy James	Gearan
Nancy	LeaMond

First Name	Last Name	Suffix	Covered Official Position (if applicable)	New
David	Certner
Joyce A.	Rogers
Cristina	Martin-Firvida
Denise	DeMichele
Beverly	Gilyard
Nancy	LeaMond
Shannon	Russell
Ariel	Gonzalez
Larry	White
Mary	Wallace
Thomas M.	Nicholls
George	Gaberlavage
Blake E.	Kelly
Dawit	Kahsai