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. 1628, Better Care Reconciliation Act (Senate)/American Health Care Act (House) - Discussed health care reform and opposition to ACA repeal/replace, skinny repeal, and straight repeal amendments (includes S. Amdt. 267, S. Amdt. 270, S. Amdt. 667) because of provisions regarding the age tax/affordability, changes to Medicaid, pre-existing conditions, and Medicare. Shared data on the impact of the legislation, including state data. Discussed priorities for older adults in health care reform legislation. Discussed opposition to Graham-Cassidy health care bill (no bill number).

S. 1462, Marketplace Certainty Act - Responded to inquiry re: bill.

Discussed support for medical expense deduction and returning the threshold to 7.5%.

H.J. Res. 99 (P.L. 115-30), H.R.244, Consolidated Appropriations Act 2017 (P.L. 115-31), (H.R. 3358 & S. 1771) Labor-HHS Appropriations bill for FY 2018 and Transportation-HUD Appropriations bill for FY 2018 - Lobbied in support of increased funding for CMS' state survey and certification program and opposition to hostile policy riders re Patient Protection and Affordable Care Act, and various related medical care research and supportive services.

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

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

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

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

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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

H.R. 1628, Better Care Reconciliation Act (Senate)/American Health Care Act (House) - Discussed health care reform and opposition to ACA repeal/replace, skinny repeal, and straight repeal amendments (includes S. Amdt. 267, S. Amdt. 270, S. Amdt. 667) because of provisions regarding the age tax/affordability, changes to Medicaid, pre-existing conditions, and Medicare. Shared data on the impact of the legislation, including state data. Discussed priorities for older adults in health care reform legislation. Discussed opposition to Graham-Cassidy health care bill (no bill number).

S. 1462, Marketplace Certainty Act - Responded to inquiry re: bill.

Discussed individual market stabilization proposals being discussed in the Senate HELP committee and consideration of the needs of older Americans in respect to maintaining affordable health insurance coverage.

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 MMM

16. Specific lobbying issues

H.R. 1628, Better Care Reconciliation Act (Senate)/American Health Care Act (House) - Discussed health care reform and opposition to ACA repeal/replace, skinny repeal, and straight repeal amendments (includes S. Amdt. 267, S. Amdt. 270, S. Amdt. 667) because of provisions regarding the age tax/affordability, changes to Medicaid, pre-existing conditions, and Medicare. Shared data on the impact of the legislation, including state data. Discussed priorities for older adults in health care reform legislation. Discussed opposition to Graham-Cassidy health care bill (no bill number).

S. 1462, Marketplace Certainty Act - Responded to inquiry re: bill.

S. 870, Creating High-Quality Results and Outcomes Necessary to Improve Chronic (CHRONIC) Care Act of 2017 - Discussed support for bill.

H.R. 3263 - Endorsed bill to extend the Independence at Home Demonstration Program in Medicare.

Filed comments on long-term care facility arbitration proposed rule.

Discussed long-term care facility arbitration proposed rule and the issue more generally, including the Fairness in Nursing Home Arbitration Act (S. 512/H.R. 1237 in 111th Congress) and AARP's comments to CMS.

Filed comments on 2018 Fee-for-Service proposed rule.

Filed comments on 1115 waiver applications or 1115 waiver amendments for Wisconsin, Kentucky, Arkansas, Massachusetts, Iowa, Utah and Maine.

Filed comments on proposed rule regarding Medicare and Medicaid Programs; CY 2018 Home Health Prospective Payment System Rate Update and Proposed CY 2019 Case-Mix Adjustment Methodology Refinements; Home Health Value-Based Purchasing Model; Home Health Quality Reporting Requirements.

Filed comments on advance notice of proposed rulemaking regarding Medicare Program; Prospective Payment System and Consolidated Billing for Skilled Nursing Facilities: Revisions to Case-Mix Methodology.

Discussed support for the RAISE Family Caregivers Act (S. 1028/H.R. 3759), Credit for Caring Act (S. 1151/H.R. 2505), and administrative ways to support family caregivers.

Discussed information regarding dual eligibles.

Responded to Medicare buy-in bill inquiry.

Discussed and shared information regarding emergency preparedness requirements for nursing homes under Medicare and Medicaid and disaster preparedness for older adults in general.

Discussed issues related to disaster planning for older Americans.

Discussed repeal or reform of Medicare caps on therapy services.

H.J. Res. 99 (P.L. 115-30), H.R.244, Consolidated Appropriations Act 2017 (P.L. 115-31) and (H.R.3358 & S.1771) Labor-HHS Appropriations bill for FY 2018 - Lobbied in support of increased funding for CMS' state survey and certification program and opposition to hostile policy riders re Patient Protection and Affordable Care Act.

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

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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 PHA

16. Specific lobbying issues

H.R. 1628, Better Care Reconciliation Act (Senate)/ American Health Care Act(House) - Discussed priorities for older adults in health care reform legislation including Medicare, private health insurance/age tax, Medicaid, and prescription drugs.

S. 974, CREATES Act - Discussed support of bill.

H.R. 2051, FAST Generics Act - Endorsed bill.

Cody Miller PMI Act - Participated in a meeting with the sponsoring office to discuss updated bill text and re-introduction in the 115th Congress. (no bill number)

Discussed possible ways to improve Medicare Part D.

Discussed new Rx Price Watch reports and the impact of high drug costs.

Discussed drug pricing reforms AARP supports, including secretarial negotiation, importation, reducing exclusivity for biologics, and ending pay-for-delay.

H.J. Res. 99 (P.L. 115-30), H.R. 244, Consolidated Appropriations Act 2017 (P.L. 115-31) and (H.R. 3358 & S. 1771) Agriculture-Rural Development & Related Agencies bill for FY 2108 - Lobbied in support of increased funding for FDA drug processing funding and user fees.

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

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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 FAM

16. Specific lobbying issues

S. 1151, H.R. 2505, Credit for Caring Act - Discussed AARP support for/endorsement of the bill and urged cosponsorship. Discussed logistics with invited Members of Congress/Senators offices to speak at an event regarding family caregiving, Credit for Caring Act, and tax reform.

S. 1028,H.R. 3759, Recognize, Assist, Include, Support, and Engage (RAISE) Family Caregivers Act - Discussed AARP support for/endorsement of the bill, changes to the bill, Senate action on bill, and reintroduction of the bill in the House and urged cosponsorship.

Responded to questions regarding Virtual Caregiving Fair.

S. 1606, In-Home Caregiver Assessment Resources and Education Act - Discussed and endorsed bill.

Discussed the Assisting Caregivers Today (ACT) Caucus and encouraged joining the caucus.

Discussed our support for the RAISE Family Caregivers Act (S. 1028/H.R. 3759), Credit for Caring Act (S. 1151/H.R. 2505), and administrative ways to support family caregivers (HHS).

Discussed long-term services and supports financing recommendations.

Shared information on family caregiver out-of-pocket costs, rural family caregivers, and military caregivers.

H.R. 3493, Care Corps Demonstration Act - Discussed bill.

Responded to inquiry from Medicares Beneficiary and Family Centered Care - National Coordinating Center (BFCC-NCC) (CMS).

Inquired about accessing BRFSS family caregiver data (CDC).

Discussed family caregiver assessment provision in 1915(i) final rule (CMS).

Discussed programs that pay family caregivers to provide care and shared publication on promising practices to support dementia caregivers.

Extended invitations to MoCs/Senators to participate in a panel at a caregiving event.

H.J. Res. 99 (P.L. 115-30), H.R. 244, Consolidated Appropriations Act 2017 (P.L. 115-31), (H.R. 3268 & S. 1603) Agriculture-Rural Development & Related Agencies bill for FY 2108, Labor-HHS Appropriations bill for FY 2018 (H.R. 3358 & S. 1771), Transportation-HUD Appropriations bill for FY 2018 (H.R. 3353 & S. 1655), and Energy & Water Appropriation bill for FY 2018 (H.R. 3266 & S. 1609) - Lobbied in support of funding for various programs, including Social Security administrative expenses, senior nutrition (Commodity Supplemental Food program and Older Americans Act Title III), caregiving, energy assistance, supportive services, housing and volunteer community service programs.

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

U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Centers For Disease Control & Prevention (CDC), Centers For Medicare and Medicaid Services (CMS), Health & Human Services - Dept of (HHS), Natl Institutes of Health (NIH), Social Security Administration (SSA), Veterans Affairs - Dept of (VA), Health Resources & Services Administration (HRSA)

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

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

​

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

15. General issue area code TAX

16. Specific lobbying issues

S. 1151, H.R. 2505, Credit for Caring Act - Discussed support for/endorsement of the bill and urged co-sponsorship. Discussed logistics with invited Members of Congress/Senators offices to speak at an event regarding family caregiving, Credit for Caring Act, and tax reform.

Discussed long-term services and supports financing recommendations.

Responded to inquiry regarding tax reform panel.

Responded to inquiry regarding aging in place tax credit.

Discussed support of medical expense deduction returning to threshold of 7.5%.

Discussed health and retirement tax incentives: Sent letter to House and Senate committee leadership addressing taxation of Social Security benefits, the retention of the extra standard deduction for those ages 65 or older, access to workplace retirement plans, targeted incentives for work-place retirement saving plans, protection of earned pensions for vulnerable retirees and their families, and maintenance of consumer protections.

Discussed age cap on eligibility for Earned Income Tax Credit (EITC).

H.J. Res. 99 (P.L. 115-30), H.R.244, Consolidated Appropriations Act 2017 (P.L. 115-31) and (H.R. 3280) Financial Services & General Government Appropriations bill for FY 2018 - Lobbied to protect and enhance funding levels for IRS VITA & TCE taxpayer assistance programs.

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

S. 1885, AV START Act - Discussed autonomous vehicles.

Discussed traffic safety and older pedestrians.

Discussed safe road design for all users of the road.

Discussed transportation appropriations.

Discussed non-emergency medical transportation.

Discussed highway signage font.

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

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

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

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

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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 LBR

16. Specific lobbying issues

H.R. 3778, Direct Creation, Advancement, and Retention of Employment (CARE) Opportunity Act - Discussed bill.

S. 443, H.R. 2650, Protecting Older Workers Against Discrimination Act - Supported bill.

H.R. 1313, Preserving Employee Wellness Programs Act - Opposed bill.

Discussed activities to commemorate 50th Anniversary of the Age Discrimination in Employment Act with congressional staff and EEOC.

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

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

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

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

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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 FIN

16. Specific lobbying issues

Discussed support for the Department of Labor Fiduciary rule

Sent a letter to the Security and Exchange Commission (SEC) in support of a uniform standard that would apply to both broker-dealers and investment advisers when providing personalized investment advice to retail customers.

Discussed support for Dodd-Frank regulations related to the Consumer Financial Protection Bureau (CFPB).

Sent letter to Senate opposing a congressional review act (CRA) vote on the CFPBs arbitration rule.

H.J. Res. 99 (P.L. 115-30), H.R.244, Consolidated Appropriations Act 2017 (P.L. 115-31) and (H.R. 3280) Financial Services & General Government Appropriations bill for FY 2018 - Lobbied in opposition to inclusion of hostile riders concerning SEC and DOL fiduciary duty rules with House and Senate Appropriations Committee staff.

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

U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Consumer Financial Protection Bureau (CFPB), 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 RET

16. Specific lobbying issues

Discussed support for the Department of Labor Fiduciary rule.

Discussed retirement issues relevant to tax reform.

Discussed pending Social Security issues.

Discussed multiemployer pension issues.

H.R. 2792, Control Unlawful Fugitive Felons Act - Responded to inquiry re: bill.

H.R. 3632/S. 208, PACE Act - Responded to inquiry re: 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 CIV

16. Specific lobbying issues

S. 443, H.R. 2650, Protecting Older Workers Against Discrimination Act - Supported bill.

H.R. 1313, Preserving Employee Wellness Programs Act - Opposed bill.

Discussed activities to commemorate 50th Anniversary of the Age Discrimination in Employment Act with congressional staff and EEOC.

H.J. Res. 99 (P.L. 115-30), H.R.244, Consolidated Appropriations Act 2017 (P.L. 115-31), (H.R. 3267 & S. 1662) Commerce, Science & Justice Appropriations bill for FY 2018, (H.R. 3266 & S. 1609) Energy & Water Appropriation bill for FY 2018 and (H.R.3280) Financial Services & General Government Appropriations bill for FY 2018 - Lobbied in support of Legal Services Corporation, full funding for Census Bureau American Community Survey and in opposition to policy riders affecting access to the Internet.

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

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

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

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

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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 BUD

16. Specific lobbying issues

H.J. Res. 99 (P.L. 115-30), H.R. 244 & H.R. 601, Consolidated Appropriations Act 2017 (P.L. 115-31), (H.R. 3268 & S. 1603) Agriculture-Rural Development & Related Agencies bill for FY 2108, (H.R..3267 & S. 1662) Commerce, Science & Justice Appropriations bill for FY 2018, Energy & Water Appropriation bill for FY 2018, (H.R. 3280) Financial Services & General Government Appropriations bill for FY 2018, (H.R. 3358 & S. 1771) Labor-HHS Appropriations bill for FY 2018, and Transportation-HUD Appropriations bill for FY 2018 - Lobbied to protect funding levels for federal programs which provide health, nutrition, housing, energy assistance, legal aid and retirement security.

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

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

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

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

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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