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 BUD

16. Specific lobbying issues

Discussed issues in FY2017 budget.
S.3040, S.2844, H.R. 5394, S.2837, H.R. 5394, S. 3067, H.R. 5485, S. 2956, H.R. 5054 - Lobbied in support of various federal programs serving seniors, including nutrition assistance, medical care, supportive services, family caregiver and energy assistance, housing rental assistance, among other programs.
H.R. 1314 - Discussed Budget Act of 2015 (SSDI).

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 HCR

16. Specific lobbying issues

S. 709, H.R. 1270,Restoring Access to Medication Act - Meetings, calls and emails urging support.
H.R. 3590 - Halt Tax Increases on the Middle Class and Seniors Act - Meetings, calls and emails urging support.
Discussed the Fair Medical Billing Act. (no bill #)
Discussed Medicare Advantage, Medicare Supplemental and employer health insurance.
S. 192, Older Americans Act - Discussed reauthorization.
Discussed Affordable Care Act Medicaid expansion issues, including AARP comments on state 1115 waiver proposals to expand Medicaid.
Discussed Medicare-Medicaid integration efforts and financial alignment demonstrations, other CMS demonstration initiatives.
Discussed Older Americans Act home and community-based services program funding for FY2017.
S. 2956, H.R. 5054 - Discussed nutrition programs including the Supplemental Nutrition Assistance Program (SNAP)and related changes under the 2014 farm bill.
S. 624, H.R.1220, Removing Barriers to Colorectal Cancer Screening Act - Discussed bill.
S. 3040, Labor, Health and Human Services Appropriations, FY2017 - Lobbied for funding support for various health and health care related programs serving seniors. (no bill #)
S.311, Seniors Tax Hike Prevention Act - Discussed medical expense deduction for the 65 plus population.
Advocated on the issue of limited age rating for private health insurance.
Advocated on the medical expense tax deduction.
Shared comment letters on SNAP with Agriculture Committee staff.

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

U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Centers For Medicare and Medicaid Services (CMS), Health & Human Services - Dept of (HHS), Labor - Dept of (DOL), Natl Institutes of Health (NIH)

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

H.R. 711, The Equal Treatment of Public Servants Act - Supported, lobbied and testified on behalf of bill.
Lobbied House and Senate members on Social Security solvency.
Lobbied Judiciary Committee in opposition of the balanced budget amendment. Wrote letter in opposition.
S. 1719, H.R. 3099, RAISE Family Caregivers Act - Urged cosponsorship and House action on legislation. Discussed Dear Colleague letters.
S.1719, RAISE Family Caregivers Act - Discussed action on the bill and shared relevant information.
S. 2759, H.R. 4708, Credit for Caring Act - Discussed proposed tax credit for family caregivers. Discussed bill introduction and sent endorsement letter. Gave heads up on thank you ads. Discussed event related to bill. Urged co-sponsorship. Discussed bill supporters' Dear Colleague letter requesting cost estimation on bill.
S. 2759, Credit for Caring Act - Discussed request for family caregiver story from Iowa.
H.R. 3913, Lifespan Respite Care Reauthorization Act - Discussed bill.
Shared AARP reports on family caregiving. (no bill #)
S. 3065, H.R. 5456, Family First Preventive Services Act - Discussed bill.
S. 879, Americans Giving Care to Elders Act - Discussed and provided our position on the bill.
Attended meeting of the Health Aging Workgroup at the CDC to discuss their healthy aging report (also in attendance: ACL, Surgeon Generals office).
Discussed older worker employment programs including the Senior Community Service Employment Program (SCSEP) under the Older Americans Act.
S. 3040, Labor, Health and Human Services Appropriations, FY2017 - Lobbied in support of funding for various programs, including caregiving, supportive services and community service programs.
S. 2180, H.R. 5574, Protecting Older Workers Against Discrimination Act - Discussed support of bill.
Discussed elder abuse registry bill.
Participated in CMS caregiver workgroup.
Discussed family caregiving briefing with staff from ACL, CMS and the VA.
Responded to inquiry regarding Medicare form to share information with family caregivers.
Participated in ACL meeting on guardianship.
Attended the Elder Justice Coordinating Council meeting.
Discussed elder care and family caregiving (DOL).
Responded to inquiry regarding AARP Tax-Aide visit.
S. 3113, H.R. 3090, Alzheimer's Caregiver Support Act - Discussed bill.
RSVP'd for CMS caregiving workgroup meeting.
Discussed family caregiving.
Extended invitations to speak at and attend the Family Caregiving 101 Hill briefing.
Discussed logistics for Family Caregiving Across Subpopulations Hill briefing. Extended briefing invitations.
Discussed and urged Member offices to join Assisting Caregivers Today (ACT) Caucus.

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

U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Veterans Affairs - Dept of (VA), Social Security Administration (SSA), Health & Human Services - Dept of (HHS), Centers For Medicare and Medicaid Services (CMS), Agency for Healthcare Research & Quality (AHRQ), Centers For Disease Control & Prevention (CDC), 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 MMM

16. Specific lobbying issues

Responded to inquiry regarding in-home supportive services programs.
S. 1549, Care Planning Act - Discussed the bill and urged cosponsorship.
Discussed structural changes to Medicaid.
Discussed health care quality and measurement.
Discussed changes to the Medicare benefit design, such as copays, premiums and deductibles.
H.R.1571, Improving Access to Medicare Coverage Act - Discussed bill.
S.578, Home Health Planning Improvement Act - Discussed bill and urged cosponsorship.
Discussed the Medicare Part D prescription drug benefit program and changes needed to lower prescription drug costs and related agency proposed rule changes.
S. 1083, H.R.2005 - Discussed legislation to require 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. 1488, H.R. 2624, Part D Beneficiary Appeals Fairness Act - Discussed bill that would allow seniors to appeal the placement of their medications on a Medicare Part D specialty tier.
Discussed Medicare Part D fraud and abuse legislation including lock-in provisions for high risk enrollees.
Discussed legislation to require the addition of unique device identifier (UDI) of medical devices in health insurance claim forms.
Discussed the Medicare Part B prescription drug demonstration proposal from the Centers for Medicare and Medicaid Services.
S. 624, H.R.1220,Removing Barriers to Colorectal Cancer Screening Act - Discussed bill.
S. 3040, Labor, Health and Human Services,FY2017 - Lobbied in support of increased funding for CMS' state survey and certification program.
S. 1549 - Discussed support of Care Planning Act.
Discussed the Medicare Part B prescription drug benefit program and changes needed to lower prescription drug costs and related agency proposed rule changes.
H.R. 5122 - Discussed the Medicare Part B prescription drug demonstration proposal.
Discussed potential benefit and coverage improvements under Medicare and Medicaid Savings Programs.
H.R. 2759, Mental Health Access Improvement Act - Discussed support of bill.
Discussed MACRA implementation.
Discussed Medicare enrollment and coverage issues such as: provider access, direct billing and penalties.
S. 1719, H.R. 3099, RAISE Act - Discussed CMS' efforts regarding family caregiving.
Provided feedback on advanced directive registry bill. (no bill #)
Discussed independence at home legislation.
S. 2961, Compassionate Care Act - Discussed our position and provided feedback.
Discussed DOJ investigation regarding Olmstead and ADA violations by South Dakota and provided feedback (DOJ). Responded to inquiry regarding roundtable (ACL).
S. 3096, Removing Barriers to Person-Centered Care Act of 2016 - Discussed and provided feedback. Discussed possible hearing witnesses.
Discussed Medicaid HCBS spousal impoverishment bill. (no bill #)
Responded to inquiry regarding MACRA rules and value modifier.
Discussed Medicare's 180-day coverage of skilled nursing facility care.
S. 2836, H.R. 5036, Protecting Families with Disabilities Act - Signed letter in support of bill.

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

U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Centers For Medicare and Medicaid Services (CMS), U.S. Trade Representative (USTR), Government Accountability Office (GAO), Health & Human Services - Dept of (HHS), Congressional Budget Office (CBO)

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.6 - Discussed the House Energy and Commerce Committee 21st Century Cures Initiative and Senate HELP Committee efforts focused on drug and medical device innovation issues.
S. 31, H.R. 3061 - Discussed the importance of potential savings to both consumers and the federal government of granting Secretarial negotiating authority to the HHS Secretary under Medicare Part D.
Discussed legislation to address pay-for-delay agreements used by drug manufacturers to block lower cost drugs from entering the market.
S. 3094, H.R. 5573 - Discussed the exclusivity period for biologic drugs.
Discussed biologic drug issues including implementation of the new approval pathway for biosimilar drugs.
Discussed the need for price transparency on prescription drug prices and comparativeness effectiveness research.
Discussed legislation to address the opioid abuse epidemic including fraud and abuse provisions. Discussed opioid issues generally.
S. 3056 - Discussed legislation to address abuse of Risk-Evaluation and Mitigation Strategies (REMS) by brand name drug companies to block lower-cost generic drugs from entering the market.
S. 1137, H.R. 9, Innovation Act, PATENT Act - Discussed patent reform legislation and related provisions on the Patent and Trademark Office inter partes review (IPR) process and proposed exemptions for brand name drug patents.
S. 2956, H.R. 5054, Agriculture Appropriations, FY2017 - Lobbied in support of FDA funding.
Responded to inquiry regarding Medicare Part B demonstration.

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

U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Food & Drug Administration (FDA), Health & Human Services - Dept of (HHS), Commerce - Dept of (DOC)

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

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

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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 GOV

16. Specific lobbying issues

H.R. 3779 - Discussed bill to restrict the inclusion of Social Security account numbers on documents sent by mail by the federal government.
Discussed legislative procedure (CRS).

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 LBR

16. Specific lobbying issues

Communicated with congressional staff in support of responsible contractor requirements.
S. 2180, Protecting Older Workers Against Discrimination Act - Communicated with Congress regarding support of bill.
Communicated with EEOC regarding age discrimination.
Discussed support of DOL fiduciary rule.
Discussed elder care and family caregiving (DOL).
Discussed ideas for distribution of consumer guide on home care worker rule (DOL).

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

U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Labor - Dept of (DOL), 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 WEL

16. Specific lobbying issues

S. 3040, Labor, Health and Human Services Appropriations, FY 2017 - Lobbied to increase nutrition, housing, supportive services and home energy assistance for low-income seniors.

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

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

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

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

​

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

15. General issue area code CIV

16. Specific lobbying issues

Discussed AARP opposition to requiring additional information of voter registrants under NVRA.
Discussed AARP opposition to unnecessary citizenship documentation of registrants.
Discussed supporting the right to vote amendment.
Discussed AARP opposition to conduct of Elections bills that would terminate the Election Assistance Commission.
Sent letter of endorsement on the Voting Rights Act Amendment.
S. 2180 - Communicated with congressional staff regarding support for the Protecting Older Workers Against Discrimination Act.
Communicated with congressional staff in support of responsible contractor requirements.
Communicated with EEOC regarding age discrimination.

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 RET

16. Specific lobbying issues

H.R. 3779, Discussed bill that would restrict the inclusion of social security account numbers on documents sent in the mail by federal government.
H.R. 2317, Lifetime Income Disclosure Act - Discussed bill.
H.R.1314, Budget Act of 2015 - Discussed Social Security Disability Insurance.
S. 3040, S. 3067, H.R. 5485 - Met with House and Senate staff on Social Security, SSDI, retirement savings issues, multiemployer pension issues, fiduciary duty issues and retirement fees.
Met with the White House, PBGC, Treasury and Dept. of Labor on multiemployer pension issues.
Met with OMB regarding fiduciary duty issues and retirement advice.
Sent letter to Senate Finance committee on multiemployer pension issues.
Participated in Senate HELP Roundtable on Small Business Retirement Pooling: Examining Open Multiple Employer Plans.
S. 3078, the Retirement Savings Lost and Found Act of 2016 - Submitted letter in support.
H.R. 5278, the Puerto Rico Oversight, Management, and Economic Stability Act (PROMESA) - Sent letter of detailing support/opposition.
Discussed Take A Stand social security campaign.

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

U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Labor - Dept of (DOL), White House Office, Pension Benefit Guaranty Corporation (PBGC), Treasury - Dept of, 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 FIN

16. Specific lobbying issues

Discussed regulatory reform with Senate Banking Committee staff.
Discussed potential SEC and DOL fiduciary duty rules with Senate Banking Committee staff.
Discussed regulatory reform with Senate staff.
Lobbied Congress in support of DOL's conflict of interest rulemaking.
Sent letter to House Education & Workforce Committee members in opposition to CRA joint resolution to eliminate DOL fiduciary rule.
Sent letter to Senate members in opposition to CRA joint resolution to eliminate DOL fiduciary rule.
Lobbied Congress in opposition to CRA joint resolution of DOL fiduciary rule.

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

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

16. Specific lobbying issues

H.R. 2071, Discussed Safe Streets Act to ensure that new or improved federally-funded roadways are planned, designed, operated and maintained to safely accommodate all users.
H.R. 22, FAST Act - Discussed implementation of the Safe Streets provision. Met with Department of Transportation officials and staff regarding implementation of FAST Act provisions related to pedestrian safety and access.
Discussed the Safe Streets Act to ensure that new or improved federally-funded roadways are planned, designed, operated and maintained to safely accommodate all users. (no bill #)
Discussed report language for FY2017 THUD appropriations bill on implementation of Safe Streets provision of FAST Act.
S. 2844, H.R. 5394, Transportation, Housing and Urban Development Appropriations, FY2017 - Lobbied in support of bill report language regarding Safe Streets provision in FAST Act. (no bill #)
H.R. 636, Federal Aviation Administration Reauthorization Act - Discussed draft amendment (S. Admt 3164).

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

U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Transportation - Dept of (DOT), Federal Transit Administration (FTA)

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

S. 2759, H.R. 4708, Credit for Caring Act - Discussed proposed tax credit for family caregivers. Discussed bill introduction and sent endorsement letter.
H.R.3590, Halt Tax Increases for Seniors Act - Discussed bill.
H.R. 5254, Senior Accessible Housing Act - Discussed and provided feedback on 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

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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 TRD

16. Specific lobbying issues

Discussed the Trans Pacific Partnership (TPP) trade agreement and intellectual property chapter provisions on pharmaceuticals.

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

U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, U.S. Trade Representative (USTR)

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