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LOBBYING REPORT |
Lobbying Disclosure Act of 1995 (Section 5) - All Filers Are Required to Complete This Page
2. Address
Address1 | 9928 Stone Wood Court |
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City | Burke |
State | VA |
Zip Code | 22015 |
Country | USA |
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5. Senate ID# 400861526-63
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6. House ID# 419010005
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TYPE OF REPORT | 8. Year | 2023 |
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. | ||||||||
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 |
Signature | Digitally Signed By: Maria Freese |
Date | 10/20/2023 11:44:43 AM |
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. 716) and Social Security Cost of Living Increase Act (H.R. 1688): Proposals 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. 4583): 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. 393 and H.R. 1046): 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 (No bill): Various provisions updating and modernizing Social Security benefits and extending solvency of the Social Security Trust Funds. Protecting and Preserving Social Security Act (No bill): 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. Protecting Our Widows and Widowers in Retirement Act (H.R. 3926): a bill to improve benefits for widows and widowers in two-income households; Surviving Widow(er) Income Fair Treatment Act (SWIFT Act) (S. 2741): legislation increase survivors benefits for disabled widows, widowers, and surviving divorced spouses.
Social Security Funding. Medicare and Social Security Fair Share Act (H.R. 4535, S. 1174): Legislation to close the loophole for wealthy individuals who bypass paying net investment income tax (NIIT) and directing the revenue to the Social Security Trust Funds and to the Hospital Insurance Fund, which pays for Medicare Part A that covers inpatient care in hospitals.
Social Security Privatization and Benefit Cuts. (No bill): Proposals to borrow funds to invest in the stock market, to raise the Social Security retirement age and to cut Social Security benefits for future retirees promoted by Senator Bill Cassidy and Senator Angus King.
Caregiver Social Security Credits. The Social Security Caregiver Credits Act (S. 1211 and H.R. 3729): 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 2023 (H.R. 82 and S. 597) and the Public Servants Protection and Fairness Act (H.R. 4260): Proposals to repeal or modify the Government Pension Offset and Windfall Elimination Provision.
Fairness in Social Security Act (H.R. 4348): to amend the Internal Revenue Code of 1986 to exclude the portion of a lump-sum social security benefit payment that relates to periods prior to the taxable year from the determination of household income.
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. (No bill): To nullify 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 Security Income (SSI) Program. The Supplemental Security Income Restoration Act (No bill): Legislation to strengthen and restore the SSI program.
Supplemental Security Income (SSI) Program. SSI Savings Penalty Elimination Act (S. 2767 and H.R. 5408): a bill to amend title XVI of the Social Security Act to update the resource limit for supplemental security income eligibility.
Retirement Plan Distribution: IRS Notice relating to Use of an Electronic Medium to Make Participant Elections and Spousal Consents (RIN 1545-Bq50).
House Committee on Aging. (No bill): 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 (H.R. 3765, H.R. 3784): 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. Comments in support of Omitting Food from In-Kind Support and Maintenance Calculations, Docket No. SSA-2021-0014.
Womens Retirement Security. Womens Retirement Protection Act (S. 2627, H.R. 5060): bill to amend the Employee Retirement Income Security Act of 1974 to provide for greater spousal protection under defined contribution plans.
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, 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 |
Maria |
Freese |
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Staff, U.S. House of Representatives; Staff, U.S. Senate Finance Committee |
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
President Bidens Fiscal Year (FY) 2024 Budget (No bill): Proposals in the Biden Administrations FY 2024 budget proposal submitted to Congress, specifically on provisions pertaining to Departments of Labor, Health and Human Services, Education and Related Agencies appropriations for the Social Security Administrations (SSA) operating budget including the funding level requested by the SSA to the Office of Management and Budget (OMB), the Presidents funding level, restoration of Social Security statement mailings to all workers, providing sufficient funds for SSA field offices, 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.
Appropriations. Making appropriations for the Departments of Labor, Health and Human Services, and Education, and related agencies for the fiscal year ending September 30, 2024 (S. 2624, no House bill number): Providing appropriations for the Social Security Administrations (SSA) operating budget including the funding level requested by the SSA to the Office of Management and Budget (OMB), the Presidents funding level, restoration of Social Security statement mailings to all workers, providing sufficient funds for SSA field offices, 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.
Appropriations. Continuing Appropriations Act, 2024, and other Extensions Act (H.R. 5860); Continuing Appropriations and Border Security Act (H.R. 5525): Providing appropriations for the Social Security Administrations (SSA) operating budget including the funding level requested by the SSA to the Office of Management and Budget (OMB), the Presidents funding level, restoration of Social Security statement mailings to all workers, providing sufficient funds for SSA field offices, 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, and opposing the establishment of an entitlement or fiscal commission.
Debt limit. Proposals to increase or suspend the national debt limit with no additional provisions (clean debt limit); Limit, Save, Grow Act (H.R. 2811), specifically provisions reducing the Limitation on Administrative Expenses (LAE) for the Social Security Administration and funding for programs administered under the Older Americans Act; the Fiscal Responsibility Act of 2023 (H.R. 3726 became P.L. 118-5), specifically provisions funding SSA and programs relating to older Americans.
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)
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 |
Maria |
Freese |
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Staff, U.S. House of Representatives; Staff, U.S. Senate Finance Committee |
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 (S. 1030): 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. 3491): 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 |
Maria |
Freese |
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Staff, U.S. House of Representatives; Staff, U.S. Senate Finance Committee |
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. (No bill): 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.
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 |
Maria |
Freese |
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Staff, U.S. House of Representatives; Staff, U.S. Senate Finance Committee |
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)
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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
1 | 3 | 5 |
2 | 4 | 6 |
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) |