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LOBBYING REPORT |
Lobbying Disclosure Act of 1995 (Section 5) - All Filers Are Required to Complete This Page
2. Address
| Address1 | 111 K Street, NE |
Address2 | Suite 700 |
| City | WASHINGTON |
State | DC |
Zip Code | 20002-8110 |
Country | USA |
3. Principal place of business (if different than line 2)
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5. Senate ID# 27467-12
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6. House ID# 303670000
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| TYPE OF REPORT | 8. Year | 2022 |
Q1 (1/1 - 3/31) | Q2 (4/1 - 6/30) | Q3 (7/1 - 9/30) | Q4 (10/1 - 12/31) |
9. Check if this filing amends a previously filed version of this report
| 10. Check if this is a Termination Report | Termination Date |
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11. No Lobbying Issue Activity |
| INCOME OR EXPENSES - YOU MUST complete either Line 12 or Line 13 | |||||||||
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| 12. Lobbying | 13. Organizations | ||||||||
| INCOME relating to lobbying activities for this reporting period was: | EXPENSE relating to lobbying activities for this reporting period were: | ||||||||
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| Provide a good faith estimate, rounded to the nearest $10,000, of all lobbying related income for the client (including all payments to the registrant by any other entity for lobbying activities on behalf of the client). | 14. REPORTING Check box to indicate expense accounting method. See instructions for description of options. | ||||||||
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Method A.
Reporting amounts using LDA definitions only
Method B. Reporting amounts under section 6033(b)(8) of the Internal Revenue Code Method C. Reporting amounts under section 162(e) of the Internal Revenue Code |
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| Signature | Digitally Signed By: Max Richtman |
Date | 1/19/2023 1:50:47 PM |
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code BUD
16. Specific lobbying issues
Departments of Labor, Health and Human Services, Education and Related Agencies Appropriations for Fiscal Year (FY) 2023 (H.R. 8295): Provisions pertaining to appropriations for the Social Security Administrations (SSA) operating budget including support for the funding level requested by the SSA to the Office of Management and Budget (OMB), support for the Presidents funding level, restoration of statement mailings to all workers, providing sufficient funds for field offices, concerns regarding SSA administering the paid family leave program and prohibition of funding for implementation of SSA regulations regarding the use of Administrative Appeals Judges in the hearing process, Older Americans Act programs, State Health Insurance Assistance Program funding, the Community Service Employment Program, the Social Services Block Grant, the Community Services Block Grant, and the Low-Income Home Energy Assistance Program.
Consolidated Appropriations Act, 2023 (H.R. 2617, Public Law 117-73): Pertaining to Division H, Title IV: Social Security Administration - Limitation on Administrative Expenses; Division T: Security 2.0 Act of 2022: Expansion of Savers Credit, provision of paper benefit statements, expansion of eligibility for retirement plan participation for part-time workers, establishment of a Retirement Savings Lost Plan Registry. Pertaining to Division H, Title II: Provisions to fund Older Americans Act programs, the State Health Insurance Assistance Program, the Social Services Block Grant, the Community Services Block Grant and the Low-Income Home Energy Assistance Program. Pertaining to Division FF: Proposals for supplemental appropriations to respond to the ongoing COVID-19 pandemic; proposals to extend Money Follows the Person, a Medicaid program that funds states to allow seniors to stay in their homes, and to extend spousal protection programs for home and community-based services. Proposals to extend COVID telehealth flexibilities; proposals to authorize Medicare Part B coverage of Marriage and Family Therapists (MFTs) and Mental Health Counselors (MHCs), improving access to clinical social worker services, and establishing coverage of intensive outpatient (IOP) services.
Bipartisan COVID Supplemental Appropriations Act, 2022: the Coronavirus Supplemental Appropriations Act (H.R. 7007): Proposals for supplemental appropriations to respond to the ongoing COVID-19 pandemic.
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Executive Office of the President (EOP), Office of Management & Budget (OMB), Treasury - Dept of, Social Security Administration (SSA), Health & Human Services - Dept of (HHS)
18. Name of each individual who acted as a lobbyist in this issue area
| First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Max |
Richtman |
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Dan |
Adcock |
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Lisa |
Swirsky |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code MMM
16. Specific lobbying issues
Medicare Observation Stays. The Improving Access to Medicare Coverage Act of 2021 (H.R. 3650 and S. 2048): Proposals to count time spent in observation status toward the three-day prior inpatient stay required under Medicare for coverage of a subsequent stay in a skilled nursing facility.
Drug Costs (No bill): Proposal to have the Biden Administration lower the price of the prostate cancer drug Xtandi through executive action by using so-called march-in rights under the Bayh-Dole Act.
Drug Costs. Pharmaceutical Research and Transparency Act of 2022 (S. 4037): Proposal to amend the Public Health Service Act and the Security Exchange Act to require pharmaceutical manufacturers to report their costs related to clinical trials and research and development.
Drug Costs. Discounted Drugs for Clinical Trials Act (S. 4026): Proposal to amend the Federal Food, Drug, and Cosmetic Act to grant eligible researchers access to drugs or biologic products for research purposes at a price no higher than the cost to the manufacturer.
Drug Costs. Generic Substitution Non-Interference Act (H.R. 7473): Proposal would block so-called Dispense-As-Written campaigns where drug manufacturers incentivize health care providers to specify a brand drug on a prescription to block generic substitution at the pharmacy. These campaigns increase drug spending by encouraging overuse of brand drugs when cheaper, equally effective generic alternative is available.
Drug Costs. The Price Relief, Innovation and Competition for Essential Drugs (PRICED) Act, (S. 583): Proposal to reduce the period after Food and Drug Administration approval where a brand manufacturer could exclusively market their drug in the United States from 12 years to five years. This reduced exclusivity period would hasten the introduction of lower cost biosimilars to the market, helping bring down cost for consumers.
Drug savings. Seniors Securing Access to Vital and Essential Prescription Drugs Act (H.R. 383): Proposals to discount the treatment of eligible retirement plans in determining the eligibility of individuals for premium and cost sharing subsidies under Part D of the Medicare program. The Lowering Medicare Premiums and Prescription Drug Costs Act (S. 1844): Proposals to eliminate the Medicare Part D low-income subsidy programs asset test and raise the income eligibility levels to 200 percent of the federal poverty level.
Medicare Prescription Drugs. Drug Costs. Inflation Reduction Act (Public Law No: 117-169): Proposal to allow Medicare to negotiate prices with drug makers, cap prices at inflation in Part B and D, cap beneficiary out-of-pocket costs in Part D, eliminate cost-sharing for vaccines, eliminate cost-sharing in the catastrophic phase of Part D, and raise the income threshold for the low-income subsidy.
The Elijah E. Cummings Lower Drug Costs Now Act (H.R. 3): Proposal to allow Medicare to negotiate prices with drug makers, cap prices at inflation in Part B and D, cap beneficiary out-of-pocket costs in Part D.
Medicare Reform. Assuring Medicares Promise Act (H.R. 8323): Proposal to close the loophole for wealthy individuals to bypass paying net investment income tax (NIIT) and would direct the revenue to the Hospital Insurance Fund, which pays for Medicare Part A that covers inpatient care in hospitals.
Medicare Dental Coverage. Medicare Dental Benefit Act (S. 97 and H.R. 502): Proposal to add a dental benefit to Medicare.
Medicare Hearing Coverage. The Medicare Hearing Aid Coverage Act of 2021 (H.R. 1118): Proposal to expand Medicare coverage to include hearing aids and services for seniors under Part B of the Medicare program.
Medicare premiums (No bill): Proposals to lower the cost of the 2022 Medicare Part B premium that was inappropriately raised to cover the overestimated cost of the Alzheimers drug Aduhelm.
Medicare call center (No bill): Proposal to address the poor working conditions of the call center workers employed by Maximus, a federal contractor with HHS/CMS.
Public Health emergency (No bill): Proposals to ensure the transition out of the public health emergency doesnt create enrollment or coverage gaps for Medicare eligible individuals.
Medicare Advantage. Seniors Timely Access to Care Act (H.R. 3173): Proposal to create transparency around Medicare Advantage plans use of prior authorization and supplemental benefits that are not offered under traditional Medicare.
Medicare Advantage. Medicare Advantage Consumer Protection and Transparency Act (H.R. 9019). Proposal to create transparency around Medicare Advantage plans use of prior authorization.
Medicare Privatization (No bill): Proposals to create reimbursement policies in traditional Medicare that mimic those used by private health insurance plans.
Medicaid. Inflation Reduction Act (Public Law No: 117-169): Proposals to expand Medicaid home and community-based services and the Medicare savings programs.
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Health & Human Services - Dept of (HHS), Centers For Medicare and Medicaid Services (CMS), Administration on Aging, Executive Office of the President (EOP), Food & Drug Administration (FDA)
18. Name of each individual who acted as a lobbyist in this issue area
| First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Max |
Richtman |
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Dan |
Adcock |
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Lisa |
Swirsky |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code RET
16. Specific lobbying issues
Social Security Cost of Living Adjustment (COLA). The Fair COLA for Seniors Act (H.R. 4315): Proposal to adopt the Consumer Price Index for the Elderly (CPI-E) for the purpose of determining COLAs for Social Security beneficiaries.
Social Security Expansion. The Social Security 2100 Act: A Sacred Trust (H.R. 5723 and S. 3071): Proposals to improve benefits and to strengthen Social Security's financing by altering the payroll tax cap, among other changes. The Social Security Expansion Act (S. 4365 and H.R. 8005): A bill to enhance Social Security benefits and ensure the long-term solvency of the Social Security program. The Safeguarding American Families & Expanding Social Security Act of 2021 (S. 3070): Various provisions updating and modernizing Social Security benefits and extending solvency of the Social Security Trust Funds. Protecting and Preserving Social Security Act (H.R. 8467 and S. 4583): A bill to adopt the Consumer Price Index for the Elderly (CPI-E) for the purpose of determining COLAs for Social Security beneficiaries and to ensure the long-term solvency of the Social Security program by altering the payroll tax cap.
Caregiver Social Security Credits. The Social Security Caregiver Credits Act (H.R. 3632 and S. 1955): Proposal to provide Social Security wage credits for individuals who reduce their participation in the workforce or leave the workforce to provide care to specified family members and relatives.
Social Security Government Pension Offset and Windfall Elimination Provision. The Social Security Fairness Act of 2021 (H.R. 82 and S. 1302) and the Public Servants Protection and Fairness Act of 2021 (H.R. 2337): Proposals to repeal or modify the Government Pension Offset and Windfall Elimination Provision.
Social Security Notch. (No bill): Proposals to ensure that Social Security benefits for individuals born in 1960 and 1961 are not reduced as a result of the coronavirus-related drop in the average wage index.
Protecting Seniors from Garnishment. (No bill): Proposal to protect Social Security beneficiaries from having their Social Security benefits garnished to recover unpaid student loans.
Social Security Disability Insurance Claim Adjudication. (H.J. Res. 38): Joint resolution nullifies the rule finalized by the Social Security Administration on November 16, 2020, that outlines when its administrative appeals judges may hold hearings and issue decisions on individual cases. Currently, these judges serve an appellate function where they review, at the request of Social Security claimants, the decisions of the administrative law judges who issue decisions in individual cases.
Social Security Overpayments. (No bill): Proposals to protect retirees, survivors and people with disabilities from being forced to repay extra Social Security and Supplemental Security Income (SSI) benefits they received because of the COVID-19 pandemic.
Strengthening Beneficiaries Rights. (No bill): Various proposals relating to the protection and rights available to Social Security and Supplemental Security Income beneficiaries.
Social Security Benefit Statements. The Know Your Social Security Act (H.R. 4143 and S. 2204): Legislation to implement section 1143 of the Social Security Act by clarifying the Social Security Administration is required to mail annual benefit statements to all workers over age 25.
Supplemental Social Security (SSI) Program. The Supplemental Social Security Income Restoration Act (H.R. 3824 and S. 2065): Legislation to strengthen and restore the Social Security Income (SSI) program.
Retirement plan distribution: IRS Notice 2021-40 relating to Physical Presence Requirement for Spousal Consents.
House Committee on Aging. (H. Res. 583): A Resolution amending the Rules of the House to reestablish a Permanent Select Committee on Aging.
Retirement plan fiduciary rule. (No bill or regulation): supporting the Department of Labor moving forward with a modernization of the fiduciary rule and any supporting regulatory changes.
Social Security Administration. The Improving Social Securitys Service to Victims of Identity Theft Act (S. 3684 and H.R. 7274): Improving Social Security's service to victims of identity theft by requiring the Social Security Administration to provide a single point of contact for any individual whose Social Security account number has been misused.
Social Security Administration: Letter to President Biden requesting the creation of a Beneficiary Advocate within the Social Security Administration.
Employer-sponsored Retirement Plan Expansion: (Public Law 117-73): Pertaining to Division T: Security 2.0 Act of 2022: Womens Retirement Protection Act (S. 2446 and H.R. 4678): Provisions improving retirement security for women by expanding eligibility for employer-sponsored plans to more part-time workers; Security a Strong Retirement Act (H.R. 2954): Provisions relating to expanding the SAVERS tax credit for low-income workers saving for retirement and the lost-plan pension registry; Retirement Improvement and Savings Enhancement Act of 2021 (RISE Act) (H.R. 5891): Provisions relating to improving retirement savings; Retirement Improvement and Savings Enhancement to Supplement Healthy Investments for the Nest Egg Act (RISE & SHINE Act) (S. 4353): Provisions relating to protections for retirement savers; Enhancing American Retirement Now Act of 2022 (EARN Act) (S. 4808): Provisions relating to expanding the SAVERS tax credit for low-income workers saving for retirement, lost-plan registry and increasing asset limits for Supplemental Security Income (SSI) beneficiaries saving for retirement.
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Social Security Administration (SSA), Administration on Aging, Executive Office of the President (EOP), Justice - Dept of (DOJ), Labor - Dept of (DOL), Treasury - Dept of
18. Name of each individual who acted as a lobbyist in this issue area
| First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Max |
Richtman |
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Dan |
Adcock |
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Lisa |
Swirsky |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code GOV
16. Specific lobbying issues
Social Security and Medicare Trust Fund Committees. The Time to Rescue United States Trusts Act, (S. 1295, H.R. 2575 and S. Amdt. 803 to S. Con. Res. 50): Proposals to set a process to require Congress to consider recommendations made by committees created by this legislation that would likely include plans to cut Social Security and Medicare benefits.
Voting Rights. The For the People Act (S. 1): Requires states to give every voter the option to vote by mail. Calls for prepaid postage for all election materials and state-provided drop boxes for federal elections.
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE
18. Name of each individual who acted as a lobbyist in this issue area
| First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Max |
Richtman |
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Dan |
Adcock |
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Lisa |
Swirsky |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code CIV
16. Specific lobbying issues
Age Discrimination. The Protecting Older Workers Against Discrimination Act (H.R. 2062 and S. 880): Proposal to restore the standard of proof in age discrimination cases to the pre-2009 level, and treat age discrimination as unjust as other forms of employment discrimination; The Protecting Older Job Applicants Act (H.R. 3992): Prohibits employers from limiting, segregating or classifying job applicants based on an applicants age.
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES
18. Name of each individual who acted as a lobbyist in this issue area
| First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Max |
Richtman |
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Dan |
Adcock |
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Lisa |
Swirsky |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
Information Update Page - Complete ONLY where registration information has changed.
20. Client new address
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21. Client new principal place of business (if different than line 20)
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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
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ISSUE UPDATE
24. General lobbying issue that no longer pertains
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AFFILIATED ORGANIZATIONS
25. Add the following affiliated organization(s)
Internet Address:
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26. Name of each previously reported organization that is no longer affiliated with the registrant or client
| 1 | 2 | 3 |
FOREIGN ENTITIES
27. Add the following foreign entities:
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28. Name of each previously reported foreign entity that no longer owns, or controls, or is affiliated with the registrant, client or affiliated organization
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CONVICTIONS DISCLOSURE
29. Have any of the lobbyists listed on this report been convicted in a Federal or State Court of an offense involving bribery,
extortion, embezzlement, an illegal kickback, tax evasion, fraud, a conflict of interest, making a false statement, perjury, or money laundering?
| Lobbyist Name | Description of Offense(s) |