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

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

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

15. General issue area code FIN

16. Specific lobbying issues

Discussed financial regulatory reforms, including consumer and investor protections, a potential systemic risk regulator, and consolidation of agencies (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)
Opposed Regs. to implement Dodd/Frank (P.L. 111-203) with regard to preemption of state consumer protection laws and visitorial rights of state attorneys general.
H.R. 1121, The Responsible Consumer Financial Protection Regulation Act of 2011 - Expressed opposition as it weakens the Consumer Financial Protection Bureau under Dodd/Frank.
H.R. 1315, The Consumer Financial Protection Safety and Soundness Improvement Act of 2011 - Expressed opposition as it weakens the CFPB under Dodd/Frank.
S.746, Dodd-Frank Repeal Act of 2011 - Expressed opposition as it would roll back funding and authority for the CFPB under Dodd/Frank.
S.782, Economic Development Revitalization Act - Opposed Snowe amendment that would hamper regulation of small business (amendment defeated).
Consolidated Appropriations Act, FY 2012, H.R. 2055, H.R. 3671, H.R. 2017, Consolidated and Further Appropriations Continuing Appropriations Act, H.R. 2112, Continuing Resolution, FY 2012, H.R. 2608 and H.J. Res. 79, 94 and 95 - Lobbied for funding for agencies and programs within the jurisdiction of the Financial Services & General Government Appropriations bill (H.R. 2434/S.1573), including the Consumer Financial Protection Bureau (opposed new funding restrictions and other CFPB-related changes to Dodd-Frank financial reform law) and the IRS (opposed funding restrictions to Affordable Care Act individual mandate).
H.R. 2434/S. 1573, Financial Services and General Government Appropriations bill for FY 2012 - Lobbied House Appropriations Committee leadership in opposition to cap and other changes to Dodd-Frank.
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.
Pub. Law 111-203, Dodd/Frank Wall Street Reform and Consumer Protection Act - Opposed H.R. 2308 the "SEC Regulatory Accountability Act" - Lobbied for Senate action to fill the position of the Consumer Financial Protection Bureau.
Testified before the Senate Banking Subcommittee on Financial Institutions and Consumer Protection on financial security issues facing older Americans.
Participated in meetings with Hill staff on range of bills affecting financial services regulation (including H.R. 3010, S. 1615 and
S. 1606).

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

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

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

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

​

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

15. General issue area code BUD

16. Specific lobbying issues

Worked with Coalition to Influence Select Joint Budget Committee priorities. (no bill)
Discussed debt ceiling and possible impact on Medicare, Medicaid, and Social Security. (no bill)
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.
H.J. Res. 1/S.J. Res. 4 - Proposing a balanced budget to the Constitution - Discussed legislation.
Consolidated Appropriations Act, FY 2012, H.R. 2055, H.R. 3671, H.R. 2017, Consolidated and Further Appropriations Continuing Appropriations Act, H.R. 2112, Continuing Resolution, FY 2012, H.R. 2608 and H.J. Res. 79, 94, and 95 - Lobbied for funding for agencies and programs within the jurisdiction of the Labor-HHS Appropriations bill (H.R. 3055/S. 1599), Financial Services and General Government Appropriations (H.R. 2434/S. 1573), Agriculture Appropriations (H.R. 2112, S. 1573), Transportation-HUD (S.1596), Commerce-Justice-Science (H.R. 2596, S. 1572).
H.R. 2434/S. 1573 - Financial Services & General Appropriations bill for FY 2012 - Lobbied against language included in Subcommittee mark restricting funding of Consumer Finance Protection Bureau to $200 million and making new entity subject to appropriations. Sent letter to House Appropriations Committee leadership in opposition to cap and other changes to Dodd-Frank.
S. 1599, Labor-Health & Human Services, Education and Related Agencies Appropriations bill for FY 2012 - Lobbied for funding for SSA Administration, Older Americans Act nutrition, health care delivery reform, CLASS, LIHEAP, Older Americans Act caregiver programs and Medicaid.
H.Con. Res.34, H.R. 2560/S. 627/H.R. 2693/S. 365, Establishing the budget for the United States Government for fiscal year 2012 and setting forth appropriate budgetary levels for fiscal years 2013 through 2021 - Lobbied against House Concurrent Resolution on the Budget for Fiscal Year 2012.
S.Con. Res. 18, President's FY 2012 Budget Resolution - A concurrent resolution setting forth the President's budget request for the Unites States Government for fiscal year 2012, and setting forth the appropriate budgetary levels for fiscal years 2013 through 2021. Lobbied against the budget proposal that would result in cuts to Medicare, Medicaid and Social Security.
S.Con.Res. 21, A concurrent resolution setting forth the Congressional budget for the United States Government for fiscal year 2012 and setting forth the appropriate budgetary levels for fiscal years 2013 through 2021. Lobbied against the budget proposal that would result in cuts to Medicare, Medicaid and Social Security.
S. Con.Res. 20, A concurrent resolution setting forth the Congressional budget for the United States Government for fiscal year 2012 and setting forth the appropriate budgetary levels for fiscal years 2013 through 2016. Lobbied against budget proposal that would result in cuts to Medicare, Medicaid and Social Security.
PL. 111-148, Discussed continued funding for Patient Protection and Affordable Care Act provisions.
S. 365, Budget Control Act - Lobbied Congress against cuts to Social Security, Medicare and Medicaid in the Super Committee debate and where savings could be found without harming beneficiaries.

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

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

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

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)
Supported proposed final regulations on disparate impact age discrimination and urged more attention to age discriminatory hiring practices. Supported improvements for older workers in Workforce Investment Act Reauthorization of 2011. (no bill)
Protecting Older Workers Against Discrimination Act - Discussion of draft legislation to restore law to its state before 2009 SCOTUS decision in Gross v. FBL Financial Services. (no bill)
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)

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

​

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

15. General issue area code ENG

16. Specific lobbying issues

Discussed LIHEAP Best Practices with HHS officials. (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, Continuing Resolution, FY 2012, H.R. 2608 and H.J. Res. 79, 94 and 95 - Lobbied for funding for agencies and programs within jurisdiction of the Labor-HHS Appropriations bill (H.R. 3055/S. 1599), including Social Security Administration operations, Older Americans Act nutrition, health care delivery reform, CLASS, LIHEAP, Older Americans Act caregiver programs and Medicaid.
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)
Contacted HHS officials for a follow-up discussion on Best Practices to increase LIHEAP among the 50+ population. (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)
Follow-up discussion with HHS potential utilization of Best Practice, accelerating cross enrollment of Medicare Part D eligible seniors into the LIHEAP program in all 50 states and territories. (no bill)
Continuing discussions with Department of Energy on consumer behavior resulting from deployment of Smart Meters. (no bill)

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

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)

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

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

​

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

15. General issue area code GOV

16. Specific lobbying issues

Discussed 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)

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

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

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

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

​

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

15. General issue area code HCR

16. Specific lobbying issues

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)
Consolidated Appropriations Act, FY 2012, H.R. 2055, H.R. 3671, H.R. 2017, Consolidated and Further Appropriations Continuing Appropriations Act, H.R. 2112, Continuing Resolution, FY 2012, H.R. 2608 and H.J. Res. 79, 94 and 95 - Lobbied for funding for agencies and programs within jurisdiction of the Labor-HHS Appropriations bill (H.R. 3055/S. 1599), including Social Security Administration operations, Older Americans Act nutrition, health care delivery reform, CLASS, LIHEAP, Older Americans Act caregiver programs, high risk pool subsidies to states and Medicaid.
Pub. Law 111-148 & 111-152 - Discussed implementation of health disparities data collection provisions of the Affordable Care Act. Pub. Law 111-148 & 111-152 - Discussed implementation of health care legislation that would reform the health care system to provide affordable quality health care and expand access to long term care services.
Lobbied in support of comparative effectiveness research. (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, The Confidence in Long-Term Care Insurance Act - Discussed the Long-Term Insurance 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 implementation of the CLASS Porgram. (no bill)
Discussed opposition to repeal of the CLASS Program (no bill, but also as S. 720, the Repeal the CLASS Entitlement Act/ this was also filed as multiple amendments).
Discussed opposition to H.R. 1173, the Fiscal Responsibility and Retirement Security Act, to repeal the CLASS Program.
Discussed reauthorization of the Older Americans Act and other amendments to the OAA. (no bill)
S. 1750 -Discussed Home Care Consumer Bill of Rights Act.
Discussed cost effectiveness of home and community-based services. (no bill)
Discussed invitation to solutions forum on family caregiving and webinar on elder care and employment. (no bill)
Discussed reports on family caregiving and Long-Term Services and Supports State Scorecard. (no bill)
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)

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

U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Health & Human Services - Dept of (HHS), White House Office, Centers For Medicare and Medicaid Services (CMS), Office of Management & Budget (OMB), 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)

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

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

​

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

15. General issue area code HOU

16. Specific lobbying issues

Pub.Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation.
Discussed Section 202 budget and restructuring proposals. (no bill)
Consolidated Appropriations Act, FY 2012, H.R. 2055, H.R. 3671, H.R. 2017, Consolidated and Furhter Appropriations Continuing Appropriations Act, H.R. 2112, Continuing Resolution, FY 2012, H.R. 2608 and H.J. Res. 79, 94 and 95 - Lobbied for agencies and programs within the jurisdiction of the Transportation-HUD Appropriations bill (S. 1596), including rental assistance (tenant-and-project-based), Section 202 and Elderly Transit formula grants.
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)

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

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

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

Provided information on the need for nursing education capacity and the retention of newer and older nurses in the workplace (no bill).
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 demonstration 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.
Consolidated Appropriations Act, FY 2012, H.R. 2055, H.R. 3671, H.R. 2017, Consolidated and Further Appropriations Continuing Appropriations Act, H.R. 2112, Continuing Resolution, FY 2012, H.R. 2608 and H.J. Res. 79, 94 and 95 - Lobbied for funding for agencies and programs within jurisdiction of the Labor-HHS Appropriations bill (H.R. 3055/S. 1599), including Social Security Administration operations, Older Americans Act nutrition, health care delivery reform, CLASS, LIHEAP, Older Americans Act caregiver programs, high risk pool subsidies to states and Medicaid.
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.
H.R. 1683, State Flexibility Act - Lobbied against H.R. 1683, a bill that would eliminate the Medicaid Maintenance of Effort (MOE) requirement included as a part of the Affordable Care Act.
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)
S. 365, Budget Control Act - Lobbied Congress against cuts to Medicare and Medicaid in the Super Committee debate and where savings could be found without harming beneficiaries.


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 no entitlement cuts press event. (no bill)
Discussed focus groups on dual eligibles. (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, invited staff to speak at meetings on Medicaid home and community-based services (HCBS), Medicaid managed long-term services and supports, and state oversight of Medicaid managed care, discussed opposition to Florida medicaid waivers (including letter), inquired on status of a Medicaid waiver and questions regarding implementation of some Medicaid HCBS provisions, discussed workforce issues in relation to Innovation Center work, inquired re: status of 1115 waiver transparency regulations, shared information on family caregiver makeover events (education), discussed home and community setting issue in Medicaid, discussed focus groups on dual eligibles; comment letter on Medicaid Program Eligibility Changes under the Affordable Care Act (PL 111-148).
Discussed Medicaid managed care and long-term services and supports broadly, discussed CLASS Program.
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)

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

U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Health & Human Services - Dept of (HHS), Government Accountability Office (GAO), White House Office, Office of Management & Budget (OMB), Centers For Medicare and Medicaid Services (CMS), 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)

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

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

​

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

15. General issue area code PHA

16. Specific lobbying issues

Consolidated Appropriations Act, FY 2012, H.R. 2055, H.R. 3671, H.R. 2017, Consolidated and Further Appropriations Continuing Appropriations Act, H.R. 2112, Continuing Resolution, FY 2012, H.R. 2608 and H.J. Res.79, 94 and 95 - Lobbied for funding for


agencies and programs within jurisdiction of the Agriculture Appropriations bill ( H.R. 2112, S. 1573), including funding for the FDA Office of Generic Drugs.
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 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.
Discussed counterfeit drug penalty enhancement (S. 1886/H.R.3468).

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

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

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

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

​

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

15. General issue area code RET

16. Specific lobbying issues

Discussed demographics and priorities for AARP members and the 50+ population in general. (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, Continuing Resolution, FY 2012, H.R. 2608 and H.J. Res. 79, 94 and 95 - Lobbied for funding for agencies and programs within jurisdiction of the Labor-HHS Appropriations bill (H.R. 3055/S. 1599), including Social Security Administration operations.
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, 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.
Lobbied Congress on excluding cuts to Social Security from the deficit reduction package being developed by the Joint Select Committee on Deficit Reduction. (no bill)
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.

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

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

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

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

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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 TAX

16. Specific lobbying issues

H.R. 1058, the Seniors' Tax Simplification Act of 2011 - Submitted letter of support to the original cosponsors of the Seniors' Tax Simplification Act. This legislation would allow older tax filers to file a short tax form, similar to the 1040EZ, that includes income from Social Security.

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.
Consolidated Appropriations Act, FY 2012, H.R. 2055, H.R. 3671, H.R. 2017, Consolidated and Further Appropriations Continuing Appropriations Act, H.R. 2112, Continuing Resolution, FY 2012, H. R. 2608 and H.J. Res. 79, 94 and 95 - Lobbied for funding for agencies and programs within the jurisdiction of the Financial Services & General Government Appropriations bill (H.R. 2434/S. 1573), including lobbying against IRS funding restrictions to Affordable Care Act individual mandate.

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

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

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 TEC

16. Specific lobbying issues

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)
Bill Shock - Submitted comments to the Federal Communications Commission on the impact of "Bill Shock" (unexpected and unsolicited charges associated with wireless phone bills). (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. (no bill)
Held discussions on House legislation and contact with members of the House of Representatives and Energy and Commerce Committee staff regarding AARP concern for H.R. 3035, Mobile Informational Call Act of 2011, legislation to allow robo-calling to cell phones from all interests and rewrite the prior express consent provisions.
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).

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

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

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 TRA

16. Specific lobbying issues

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. (no bill)
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, 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.
Consolidated Appropriations Act, FY 2012, H.R. 2055, H.R. 3671, H.R. 2017, Consolidated and Further Appropriations Continuing Appropriations Act, H.R. 2112, Continuing Resolution, FY 2012, H.R. 2608 and H.J. Res. 79, 94 and 95 - Lobbied for agencies and programs within the jurisdiction of the Transportation-HUD Appropriations bill (S. 1596), including rental assistance (tenant and project-based), Section 202 and Elderly Transit formula grants.
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.

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

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)

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

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

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

15. General issue area code TOR

16. Specific lobbying issues

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)

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

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

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

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

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

15. General issue area code CSP

16. Specific lobbying issues

Pub. Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation.
Consolidated Appropriations Act, FY 2012, H.R. 2055, H.R. 3671, H.R. 2017, Consolidated and Further Appropriations Continuing Appropriations Act, H.R. 2112, Continuing Resolution, FY 2012, H.R. 2608 and H.J. Res. 79, 94 and 95 - Lobbied for funding for agencies and programs within the jurisdiction of the Financial services and General Government appropriations bill (H.R. 2434/S. 1573), including the Consumer financial Protection Bureau, including opposition to new funding restrictions and other CFPB-related changes to Dodd-Frank financial reform law.
Consolidated Appropriations Act, FY 2012, H.R. 2055, H.R. 3671, H.R. 2017, Consolidated and Further Appropriations Continuing Appropriations Act, H.R. 2112, Continuing Resolution, FY 2012, H.R. 2608 and H.J. Res. 79, 94 and 95 - Lobbied for funding for agencies and programs within jurisdiction of the Labor-HHS Appropriations bill (H.R. 3055/S.1599), including funding for high risk pool subsidies to states.
Lobbied against H.R. 3035 the "Mobile Informational Call Act".

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

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

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

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

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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

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)
S. 1599/H.R. 3070, H.J. Res. 79, H.R. 2608, H.R. 2017, Labor-Health & Human Services, Education and Related Agencies Appropriations bill for FY 2012 - Lobbied for funding for LIHEAP. Sent letters to House and Senate LHHS Subcommittees re funding for SSA Administration, Older americans Act nutrition, health care delivery reform, CLASS, LIHEAP, Older Americans Act caregiver programs and Medicaid.
Discussed legislation to make long-term care insurance available under cafeteria plans and flexible spending arrangements and to improve consumer protections. (no bill)

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

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

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

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

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

15. General issue area code WEL

16. Specific lobbying issues

Consolidated Appropriations Act, FY 2012, H.R. 2055, H.R. 3671, H.R. 2017, Consolidated and Further Appropriations Continuing Appropriations Act, H.R. 2112, Continuing Resolution, FY 2012, H. R. 2608 and H.J. Res. 79, 94 and 95 - Lobbied for funding for agencies and programs within jurisdiction of the Labor-HHS Appropriations bill (H.R. 3055/S. 1599), including Social Security

Administration operations, Older Americans Act nutrition, health care delivery reform, CLASS, LIHEAP, Older Americans Act caregiver programs, high risk pool subsidies to states and Medicaid.
Worked with Coalitions to influence Super Budget Committee discussions on safety net public benefits

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

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

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

Protecting Older Workers Against Discrimination Act - Discussion of draft legislation to restore law to its state before 2009 SCOTUS decision in Gross v. FBL Financial Services. (no bill)
Discussed Family and Medical Leave Act enforcement activities with DOL. (no bill)
Supported legislation to continue extensions of Unemployment Insurance.
Supported Arbitration Fairness Act (S.987/H.R. 1873) regarding mandatory predispute arbitration.
Supported Fair Employment Opportunity Act of 2011 (S.1471, H.R. 2501) and EEOC actions regarding discrimination against the unemployed.
Discussed Fair Labor Standards Act coverage of home care workers with DOL. No position the bill that's been introduced)
Supported proposed final regulation on disparate impact age discrimination and urged more attention to age discriminatory hiring practices. (no bill)
Supported improved improvements for older workers in workforce Investment Act Reauthorization of 2011. (no bill)

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

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

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

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

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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

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.
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.
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.

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

U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Administration on Aging, Justice - Dept of (DOJ), Labor - Dept of (DOL)

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

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

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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