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Proposals regarding the use of pension surplus assets. Proposals regarding remittance tax. Advisory Opinion on lifetime income. Issues related to PTE 1977-4. Issues related to 502(g). Proposals relating to qualified charitable distributions. Issues relating to the Department of Labor's proposed rule \"Fiduciary Duties in Selecting Designated Investment Alternatives.\" H.R. 3596, Rightsizing Pension Premiums Act (115th Congress). H.R. 4830, Pension and Budget Integrity Act (117th Congress). H.R. 5877/S. 3746, Pension Risk Transfer Accountability Act (117th Congress). H.R. 7310, Protecting Americas Retirement Security Act (117th Congress). S. 4219/H.R. 7740, Employee and Retiree Access to Justice Act (117th Congress). H.R. 7780, Mental Health Matters Act (117th Congress). Technical corrections of H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers (118th Congress). H.R.7293, Automatic IRA Act of 2024 (118th Congress). S. 1707, Helping Young Americans Save for Retirement Act. S. 1831, Auto Reenroll Act. H.R. 2696/S. 1526, Retirement Savings for Americans Act. H.R. 2023/S. 988, Women's Retirement Protection Act. H.R. 2544/S. 1222, Financial Freedom Act. H.R. 2869, EBSA Investigations Transparency Act. H.R. 2958, Balance the Scales Act. H.R. 1, to provide for reconciliation pursuant to title II of H. Con. Res. 14. S. 2210, Unlocking Benefits for Independent Workers Act. S. 2217, Independent Retirement Fairness Act. S. 2228, Modern Worker Empowerment Act. S. 2335, Pensions for All Act. S. 2003, Strengthening Benefit Plans Act. H.R. 6722, Automatic IRA Act. H.R. 6084, ERISA Litigation Reform Act. H.R. 5169/S. 2403, Retire through Ownership Act. S. 1728, Employee Ownership Representation Act. H.R. 9765/S. 5148, Improving Retirement Security for Family Caregivers Act. (118th Congress) H.R. 9764/S. 5149, Catching Up Family Caregivers Act. (118th Congress) H.R.7362, Form 5500 Filing Simplification Act.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":41060,"prefix":null,"prefix_display":null,"first_name":"KENT","nickname":null,"middle_name":"A","last_name":"MASON","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":55177,"prefix":null,"prefix_display":null,"first_name":"MICHAEL","nickname":null,"middle_name":"L","last_name":"HADLEY","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":62920,"prefix":null,"prefix_display":null,"first_name":"CHRIS","nickname":null,"middle_name":"L","last_name":"GASTON","suffix":null,"suffix_display":null},"covered_position":"Chief of Staff, Rep. Rush Holt","new":false},{"lobbyist":{"id":117138,"prefix":null,"prefix_display":null,"first_name":"ROBERT","nickname":null,"middle_name":"B","last_name":"DAVIS","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":139258,"prefix":"mr","prefix_display":"MR.","first_name":"ADAM","nickname":null,"middle_name":null,"last_name":"MCMAHON","suffix":null,"suffix_display":null},"covered_position":null,"new":true}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":85,"name":"Pension Benefit Guaranty Corporation (PBGC)"},{"id":165,"name":"Pension & Welfare Benefits Administration"},{"id":1,"name":"SENATE"}]},{"general_issue_code":"TAX","general_issue_code_display":"Taxation/Internal Revenue Code","description":"Proposals related to retirement plan enhancements. Proposals relating to defined benefit plans, including plan funding and multiemployer plan issues. Issues related to nonqualified deferred compensation. Proposals related to PEP service crediting. Proposals related to Section 401(h) surplus and VEBA surplus. Issues related to Internal Revenue Code Section 162(m). Issues related to tax incentives for retirement savings. Proposals related to environmental, social, and governance plan investments and proxy voting. Issues related to Qualified Professional Asset Managers. Issues related to cybersecurity in retirement plans. Proposals related to PBGC premiums. Proposals related to retirement target date funds. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans. Proposals related to electronic disclosure of information under ERISA, the Internal Revenue Code, and securities law. Issues related to Form 5500 filing and missing participants. Issues related to the use of brokerage windows in defined contribution plans. Proposals regarding pension risk transfers. Proposals to modify required minimum distribution rules. Proposals that would modify limits on retirement plan contributions. State-administered retirement plan initiatives. Annuitization with respect to defined contribution plans. Proposals that would consolidate various retirement and IRA types. Proposals regarding a retirement lost and found. Proposals related to savings accounts for emergencies. Issues related to paid family and medical leave. Issues regarding age 18 eligibility. Issues related to Roth catch-up contribution effective date. Issues related to Department of Labor's use of common interest agreements. Proposals related to retirement plan litigation. Proposals regarding retirement plan investments in private assets. Proposals regarding an annuity safe harbor. Proposals regarding the use of pension surplus assets. Proposals regarding remittance tax. Advisory Opinion on lifetime income. Issues related to PTE 1977-4. Issues related to 502(g). Proposals relating to qualified charitable distributions. Issues relating to the Department of Labor's proposed rule \"Fiduciary Duties in Selecting Designated Investment Alternatives.\" H.R. 3596, Rightsizing Pension Premiums Act (115th Congress). H.R. 4830, Pension and Budget Integrity Act (117th Congress). H.R. 5877/S. 3746, Pension Risk Transfer Accountability Act (117th Congress). H.R. 7310, Protecting Americas Retirement Security Act (117th Congress). S. 4219/H.R. 7740, Employee and Retiree Access to Justice Act (117th Congress). H.R. 7780, Mental Health Matters Act (117th Congress). Technical corrections of H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers (118th Congress). H.R.7293, Automatic IRA Act of 2024 (118th Congress). S. 1707, Helping Young Americans Save for Retirement Act. S. 1831, Auto Reenroll Act. H.R. 2696/S. 1526, Retirement Savings for Americans Act. H.R. 2023/S. 988, Women's Retirement Protection Act. H.R. 2544/S. 1222, Financial Freedom Act. H.R. 2869, EBSA Investigations Transparency Act. H.R. 2958, Balance the Scales Act. H.R. 1, to provide for reconciliation pursuant to title II of H. Con. Res. 14. S. 2210, Unlocking Benefits for Independent Workers Act. S. 2217, Independent Retirement Fairness Act. S. 2228, Modern Worker Empowerment Act. S. 2335, Pensions for All Act. S. 2003, Strengthening Benefit Plans Act. H.R. 6722, Automatic IRA Act. H.R. 6084, ERISA Litigation Reform Act. H.R. 5169/S. 2403, Retire through Ownership Act. S. 1728, Employee Ownership Representation Act. H.R. 9765/S. 5148, Improving Retirement Security for Family Caregivers Act. (118th Congress) H.R. 9764/S. 5149, Catching Up Family Caregivers Act. (118th Congress) H.R.7362, Form 5500 Filing Simplification Act.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":41060,"prefix":null,"prefix_display":null,"first_name":"KENT","nickname":null,"middle_name":"A","last_name":"MASON","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":55177,"prefix":null,"prefix_display":null,"first_name":"MICHAEL","nickname":null,"middle_name":"L","last_name":"HADLEY","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":62920,"prefix":null,"prefix_display":null,"first_name":"CHRIS","nickname":null,"middle_name":"L","last_name":"GASTON","suffix":null,"suffix_display":null},"covered_position":"Chief of Staff, Rep. Rush Holt","new":false},{"lobbyist":{"id":117138,"prefix":null,"prefix_display":null,"first_name":"ROBERT","nickname":null,"middle_name":"B","last_name":"DAVIS","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":139258,"prefix":"mr","prefix_display":"MR.","first_name":"ADAM","nickname":null,"middle_name":null,"last_name":"MCMAHON","suffix":null,"suffix_display":null},"covered_position":null,"new":true}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":85,"name":"Pension Benefit Guaranty Corporation (PBGC)"},{"id":1,"name":"SENATE"}]},{"general_issue_code":"FIN","general_issue_code_display":"Financial Institutions/Investments/Securities","description":"Proposals related to 403(b) plan investments. Issues related to Rule 180. H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act. S. 5139, Empowering Main Street in America Act (118th Congress). H.R. 2799, Expanding Access to Capital Act (118th Congress). Technical corrections of H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":41060,"prefix":null,"prefix_display":null,"first_name":"KENT","nickname":null,"middle_name":"A","last_name":"MASON","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":55177,"prefix":null,"prefix_display":null,"first_name":"MICHAEL","nickname":null,"middle_name":"L","last_name":"HADLEY","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":62920,"prefix":null,"prefix_display":null,"first_name":"CHRIS","nickname":null,"middle_name":"L","last_name":"GASTON","suffix":null,"suffix_display":null},"covered_position":"Chief of Staff, Rep. Rush Holt","new":false},{"lobbyist":{"id":117138,"prefix":null,"prefix_display":null,"first_name":"ROBERT","nickname":null,"middle_name":"B","last_name":"DAVIS","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":139258,"prefix":"mr","prefix_display":"MR.","first_name":"ADAM","nickname":null,"middle_name":null,"last_name":"MCMAHON","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":88,"name":"Securities & Exchange Commission (SEC)"},{"id":1,"name":"SENATE"}]}],"conviction_disclosures":[],"foreign_entities":[],"affiliated_organizations":[]},{"url":"https://lda.gov/api/v1/filings/e8819cd3-2f61-4029-a4f7-c592a61713af/","filing_uuid":"e8819cd3-2f61-4029-a4f7-c592a61713af","filing_type":"Q1","filing_type_display":"1st Quarter - Report","filing_year":2026,"filing_period":"first_quarter","filing_period_display":"1st Quarter (Jan 1 - Mar 31)","filing_document_url":"https://lda.gov/filings/public/filing/e8819cd3-2f61-4029-a4f7-c592a61713af/print/","filing_document_content_type":"text/html","income":"60000.00","expenses":null,"expenses_method":null,"expenses_method_display":null,"posted_by_name":"Maria Freese","dt_posted":"2026-04-19T20:59:02-04:00","termination_date":null,"registrant_country":"United States of America","registrant_ppb_country":null,"registrant_address_1":"9928 Stone Wood Court","registrant_address_2":null,"registrant_different_address":false,"registrant_city":"Burke","registrant_state":"VA","registrant_zip":"22015","registrant":{"id":400861526,"url":"https://lda.gov/api/v1/registrants/400861526/","house_registrant_id":null,"name":"MARIA FREESE","description":"Consulting","address_1":"9928 Stone Wood Court","address_2":null,"address_3":null,"address_4":null,"city":"Burke","state":"VA","state_display":"Virginia","zip":"22015","country":"US","country_display":"United States of America","ppb_country":"US","ppb_country_display":"United States of America","contact_name":"MARIA FREESE","contact_telephone":"+1 202-365-8681","dt_updated":"2026-07-26T22:38:28.306477-04:00"},"client":{"id":207200,"url":"https://lda.gov/api/v1/clients/207200/","client_id":63,"name":"NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE","general_description":"Non-profit membership organization","client_government_entity":false,"client_self_select":null,"state":"DC","state_display":"District of Columbia","country":"US","country_display":"United States of America","ppb_state":"DC","ppb_state_display":"District of Columbia","ppb_country":"US","ppb_country_display":"United States of America","effective_date":"2020-10-19"},"lobbying_activities":[{"general_issue_code":"RET","general_issue_code_display":"Retirement","description":"Older Americans Act Reauthorization. The Older Americans Act Reauthorization Act (S. 2120): Proposals to reauthorize the Older Americans Act (OAA) of 1965 and to increase the authorization of appropriations for OAA programs, which is the major federal discretionary funding source for home and community-based services for older adults and their caregivers. Programs supported through the OAA include home-delivered and congregate nutrition services, in-home supportive services, transportation, caregiver support, community service employment, health and wellness programs, the long-term care ombudsman program, services to prevent the abuse, neglect, and exploitation of older adults, and other supportive services. Social Security Cost of Living Adjustment (COLA). The Fair COLA for Seniors Act (No bill) and the Social Security Cost of Living Increase Act (No bill): Proposals to adopt the Consumer Price Index for the Elderly (CPI-E) for the purpose of determining COLAs for Social Security beneficiaries; the Boosting Benefits and COLAs for Seniors Act (S. 3059): Proposal to calculate COLAs using the current Consumer Price Index for Urban Wage Earners and Clerical Workers (CPI-W) or the Consumer Price Index for the Elderly (CPI-E), whichever is greater. Social Security Expansion. The Social Security 2100 Act (No bill): 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. 770 and H.R. 1700): Proposals to enhance Social Security benefits and ensure the long-term solvency of the Social Security program. The Strengthening Social Security Act (No bill): Proposals to extend the solvency of the Social Security Trust Funds and improve benefits. The Safeguarding American Families & Expanding Social Security Act (S. 3462): Proposals to update and modernize Social Security benefits and to extend solvency of the Social Security Trust Funds. The Protecting and Preserving Social Security Act (S. 2614 and H.R. 4968): Proposals 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. The Protecting Our Widows and Widowers in Retirement Act (No bill): Proposals to improve benefits for widows and widowers in two-income households. The Surviving Widow(er) Income Fair Treatment Act (SWIFT Act) (S. 3255): Proposal to increase survivors benefits for disabled widows, widowers, and surviving divorced spouses; Social Security Enhancement and Protection Act (H.R. 3517): Proposal would improve Social Security benefits by increasing the Special Minimum Benefit, boosting benefits for seniors who have on the Social Security rolls for a long period of time, restore student benefits to age 26 and extend the life of the Trust Funds by eliminating the cap on Social Security benefits and phasing-in an increase in the payroll tax rate. The Social Security Survivor Benefits Equity Act (H.R. 6424 and S. 3357): Proposal to increase the lump-sum benefit amount payable upon the death of a beneficiary to take into account inflation. Social Security Funding. The Medicare and Social Security Fair Share Act (H.R. 3271 and S. 1690): Proposals to close the loophole for wealthy individuals who bypass paying the 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. Cutting Social Security by Raising the Retirement Age. Affirming the Presidents Promise Not to Raise the Social Security and Medicare Retirement Age (H. Res. 657): House Resolution opposing raising Social Security or Medicare eligibility age. Caregiver Social Security Credits. The Social Security Caregiver Credits Act (No bill): 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 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): Proposal 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. (H.R. 2999, H.R. 2142 and S. 1023): 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 through no fault of their own. 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 (No bill): Proposal 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 (S. 4001 and H.R. 7828): Proposals to strengthen and restore the SSI program. Supplemental Security Income (SSI) Program. The SSI Savings Penalty Elimination Act (H.R. 2540 and S. 1234): Proposal to amend title XVI of the Social Security Act to update the resource limit for Supplemental Security Income eligibility. The Fairness in Social Security Act (No bill): Proposal 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 as it relates to SSI 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. (H. Res. 1013): A Resolution amending the Rules of the House to reestablish a Permanent Select Committee on Aging. Retirement Plan Fiduciary Rule: U.S. Department of Labor, Employee Benefits Security Administration, Office of Regulations and Interpretations - RIN 1210-AC02; Application No. D-12057; Application No. D-12060. The Department of Labor proposed regulation to modernize the fiduciary rule to strengthen protections for retirement investors who seek professional investment advice. (No bill): Congressional reversal of the rule submitted by the Department of Labor relating to \"Retirement Security Rule: Definition of an Investment Advice Fiduciary\". Pensions: The ERISA Litigation Reform Act (H.R. 6084). A bill that would undermine ERISAs ability to protect retirement plan participants hard-earned retirement income under the erroneous notion that the recent unanimous Supreme Court decision in Cunningham v. Cornell University will lead to a tide of ERISA class action litigation. Social Security Administration. Keep Billionaires Out of Our Social Security Act (S. 2763), Hands Off Our Social Security Act (H.R. 4734), Repairing Social Security after DOGE (H.R. 6237). Proposals to reverse cuts the Trump Administration has made to the Social Security Administration (SSA), prevents Social Security field offices from shutting down, makes it easier for seniors and people with disabilities to apply for the benefits they have earned over the phone, provides the resources the SSA needs to approve earned benefits quickly, protects benefits from unauthorized tampering, delays or changes, blocks privatization of SSA, enforces privacy protections for beneficiary data, and requires annual Government Accountability Office audits on staffing, operations and compliance. Social Security Administration. Letter to Social Security Commissioner Frank Bisignano opposing enhanced identity verification procedures for beneficiary transactions with SSA that will make it difficult, if not impossible, for many older Americans and members of the disability community to access their earned benefits. Social Security Administration. Resolution of Inquiry by Representative John Larson (H. Res. 195): Requesting information be provided to Congress regarding the Department of Government Efficiencys (DOGE) access to the Social Security Administrations computer data, which compromises beneficiary privacy by allowing access to Americans personal information such as Social Security numbers, banking information, earnings history and medical information. Social Security Administration. Keep Our Field Offices Open Act (H.R. 1876): Proposals to suspend Social Security field office closures until January 21, 2029, after which date the Commissioner of Social Security would be required to submit a detailed report to Congress, laying out and justifying a process for closing, consolidating, or reducing access to field offices; bill also requires the Commissioner to maintain the total number of field offices and hearing offices that were in operation on January 20, 2025, after the moratorium ends and requires that, in considering future office closures, the Commissioner must consider potential transportation and communication barriers for individuals served by the office, provide significant advance notice to the public and members of Congress, and ensure opportunities for public input and appeals. Social Security Administration. Protecting Americans Social Security Data Act (H.R. 1877): Proposals to protect Americans from having their sensitive personal information politicized or bought and sold to the highest bidder by preventing Elon Musk, his associates, and political appointees from accessing sensitive data systems at SSA, codifying SSA data privacy requirements into law and strengthening oversight and civil penalties for any privacy and disclosure violations of Social Security beneficiaries personal information. Social Security Administration. The Improving Social Securitys Service to Victims of Identity Theft Act (S. 1666): Proposal to improve 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 on Omitting Food from In-Kind Support and Maintenance Calculations, Docket No. SSA-2021-0014; Comments on Expanding the Rental Subsidy, Docket No. SSA-2023-0010; Comments on Intermediate Improvement to the Disability Adjudication Process Including How We Consider Past Work, Docket No. SSA-2023-0024; Comments on Rulemaking Expanding the Definition of a Public Assistance Household, Docket No. SSA-2023-0015; Comments on strengthening rule regarding the Use of Electronic Payroll Data to Improve Program Administration, Docket No. SSA-2016-0039. Social Security Administration. Comments submitted regarding Social Security Form SSA-827 proposal (Medical Record Collection Process) and the Disability Applicant Evidence Simplification Act (DAESA) draft. Social Security Administration. The creation of an online application for all SSI applicants, streamlining data collection to more effectively obtain treating source evidence, eliminating the reconsideration level of review, updating outdated occupational information, adding a robust online scheduling tool and ensuring comprehensive customer service for all individuals. Womens Retirement Security. The Womens Retirement Protection Act (S. 988 and H.R. 2023): Proposal to amend the Employee Retirement Income Security Act of 1974 to provide for greater spousal protection under defined contribution plans. Food Security for Seniors. Farm bill reauthorization (American Relief Act, P.L. 118-158, Division D): Provisions to cut future Supplemental Nutrition Assistance Program (SNAP) benefits or other harmful policies that would worsen the problem of hunger for Americas older adults and other food insecure individuals.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":55646,"prefix":null,"prefix_display":null,"first_name":"MARIA","nickname":null,"middle_name":null,"last_name":"FREESE","suffix":null,"suffix_display":null},"covered_position":"Staff, U.S. House of Representatives; Staff, U.S. Senate Finance Committee","new":false}],"government_entities":[{"id":130,"name":"Administration on Aging"},{"id":11,"name":"Executive Office of the President (EOP)"},{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":37,"name":"Justice, Dept of (DOJ)"},{"id":38,"name":"Labor, Dept of (DOL)"},{"id":1,"name":"SENATE"},{"id":91,"name":"Social Security Administration (SSA)"},{"id":41,"name":"Treasury, Dept of"}]},{"general_issue_code":"BUD","general_issue_code_display":"Budget/Appropriations","description":"Budget: Concurrent Budget Resolution (S. Con. Res. 41): A concurrent resolution setting forth the congressional budget for the United States Government for fiscal year 2025 and setting forth the appropriate budgetary levels for fiscal years 2026 through 2034: The Six Penny Plan which would significantly harm the economy and force severe cuts in Medicare, Medicaid, Supplemental Nutrition Assistance Program (SNAP) and other federal programs vital to Americas seniors. Concurrent Budget Resolution (H. Con. Res. 14): provision in Section 406 including bipartisan reform of Medicare which would likely result in benefit cuts, provisions in Section 409 making employment a requirement for Medicaid eligibility, provisions in Section 414 establishing a fiscal commission intended to cut the earned benefits of American workers and retirees. Graham Substitute amendment to Concurrent Budget Resolution (H. Con. Res. 14) as considered in both the House and Senate: the use of current policy baseline to hide the cost from the American people of making permanent the Tax Cuts and Jobs Act (TCJA); the magnitude and distribution of the tax cuts envisioned in the resolution; spending cuts to Medicaid, SNAP, operating costs for the Social Security Administration (SSA), and other programs important to seniors such as homelessness prevention, home-delivered and community meals, transportation access, falls prevention, chronic disease management, resources on Alzheimers disease and related dementia, support to long-term care ombudsman and adult protective services addressing maltreatment, and critical funding in the Community Services Block Grant (CSBG), Community Development Block Grant (CDBG), Social Services Block Grant (SSBG), the Prevention and Public Health Fund (PPHF) and Low Income Home Energy Assistance Program (LIHEAP); opposing the resulting massive amounts of debt that threaten the future viability of earned benefit programs such as Social Security and Medicare; Senate Amendment 1341 to H. Con. Res. 14 by Senator Mazie Hirono raising a point of order against any bill, joint resolution, motion, amendment, amendment between the Houses, or conference report that would result in the disruption of Social Security benefits or interrupting services within the Social Security program, including any such disruption or interruption caused by infrastructure upgrades to the information technology infrastructure of SSA. Budget: Budget reconciliation bill (H.R. 1): A bill providing for reconciliation pursuant to title II of H. Con. Res. 14: Proposals that will result in massive cuts to programs critical to older Americans and their families as it enacts unprecedented cuts to fundamental programs that provide health care and essential services to lower- and moderate-income Americans, all to partially offset the cost of massive tax cuts that primarily benefit the wealthy and large, profitable corporations. H.R. 1 will add at least $3.4 trillion to the federal debt in the next decade, which will starve the U.S. of resources with the ultimate effect of providing a justification for later legislation that would cut the earned benefits Americans have paid for throughout their working lives - Social Security and Medicare. Specifically, the bill includes deep cuts to Medicaid, totaling around $1 trillion and representing four times the size of previous Medicaid cuts; around $180 billion in cuts to the SNAP, the largest cut in the programs history, and unless they are blocked by future legislation, will trigger PAYGO requirements in federal law which will result in a 4 percent sequestration of Medicare spending starting in 2026. Balanced Budget: Balanced Budget Amendment (H.J. Res. 139). A resolution proposing an amendment to the Constitution which would place a limitation on federal spending that would require a two-thirds supermajority to overcome except in the case of a declaration of war. The amendment would require a two-thirds supermajority to raise taxes but only a simple majority to cut taxes. If enacted, it would alter Congressional voting procedures to facilitate cutting taxes above all other priorities except spending on declared wars, thus increasing the likelihood that the fiscal policies adopted in coming decades will favor the well-off at the expense of middle- and low-income Americans. The resolution would also severely limit Social Security and Medicare Part A from drawing down Trust Fund reserves to pay retirement, disability and survivor benefits and hospitalization costs. Republican Study Committee (RSC): A Framework for the Next Reconciliation bill. Proposals to eliminate the enhanced tax credits available to low-income workers through the Affordable Care Act (ACA) and redirect the money into so-called Health Freedom Accounts, codify the TrumpRX program, a website which re-directs consumers to existing manufacturers discounts on brand-name prescription drugs; expand and codify Association Health Plans; enact additional cuts to Medicaid, SNAP, housing assistance and other government programs. Republican Study Committee (RSC) FY 2027 Budget: supports additional tax cuts that mostly benefit the wealthy and large, profitable corporations such as repealing the estate tax; endorses additional cuts to Medicaid and SNAP; expands Health Savings Accounts; reforms Medicare Advantage (MA) plans to lower expenditures; criticizes Social Security Cost-of-Living Adjustments (COLAs) as providing excessive benefits to seniors struggling to keep up with rising costs of living; endorses the use of the SSA database for purposes other than ensuring Americans receive their correct earned benefits; supports the replacement of the non-political civil service employees with political supporters of the Administration on a broad basis; eliminates funding for the Department of Labors (DOL) Senior Community Service Employment Program; reduces funding for the National Institutes of Health, the Centers for Disease Control and Prevention, Community Services Block Grants; and reduces funding for Rental Housing Assistance Programs, among other proposals that serve seniors and the disability community. Appropriations: Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act FY 2026 (S. 2587): Requesting funding for the Social Security Administration of at least 1.2 percent of benefits paid to restore customer service levels Americans have paid-for and earned; and request for adequate funding for Older Americans Act programs and other discretionary programs key to seniors, including programs proposed for massive funding reductions in the Presidents budget request, such as Elder Falls Prevention programs and the Alzheimers Disease Program Initiative, and programs targeted for elimination in the Presidents budget such as the Senior Community Service Employment Program (SCSEP), the Chronic Disease Self-Management Program (CDSMP), the Community Services Block Grant (CSBG), the Community Development Block Grant (CDBG), Low-Income Home Energy Assistance Program (LIHEAP), and the AmeriCorps Seniors programs (Retired & Senior Volunteer Program, Senior Companions Program and Foster Grandparent Program).","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":55646,"prefix":null,"prefix_display":null,"first_name":"MARIA","nickname":null,"middle_name":null,"last_name":"FREESE","suffix":null,"suffix_display":null},"covered_position":"Staff, U.S. House of Representatives; Staff, U.S. Senate Finance Committee","new":false}],"government_entities":[{"id":11,"name":"Executive Office of the President (EOP)"},{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":18,"name":"Office of Management & Budget (OMB)"},{"id":1,"name":"SENATE"},{"id":91,"name":"Social Security Administration (SSA)"},{"id":41,"name":"Treasury, Dept of"}]},{"general_issue_code":"CIV","general_issue_code_display":"Civil Rights/Civil Liberties","description":"Age Discrimination. The Protecting Older Workers Against Discrimination Act (POWADA) (H.R. 3522 and S. 1820): 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 (POJA) Act (No bill): Proposal to prohibit employers from limiting, segregating or classifying job applicants based on an applicants age; Protecting Older Americans Act of 2025 (H.R. 5115 and S. 2703): Proposals to eliminate the current practice of employers utilizing forced arbitration to resolve age discrimination complaints, which would shift some of the leverage employers currently exert in these claims back to the workers themselves. The Paycheck Fairness Act (S. 1115 and H.R. 17): Proposal to prevent wage discrimination for occurring and helping women and their families secure the paychecks they have earned.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":55646,"prefix":null,"prefix_display":null,"first_name":"MARIA","nickname":null,"middle_name":null,"last_name":"FREESE","suffix":null,"suffix_display":null},"covered_position":"Staff, U.S. House of Representatives; Staff, U.S. Senate Finance Committee","new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":1,"name":"SENATE"}]},{"general_issue_code":"GOV","general_issue_code_display":"Government Issues","description":"Social Security and Medicare Trust Fund Committees. The Fiscal Commission Act (H.R. 3289 and S. 4012), the Fiscal Sustainability Act (No bill), the Sustainable Budget Act of 2025 (H.R. 222): Proposals to establish fiscal commissions to make recommendations that would likely include cuts to Social Security and Medicare benefits and would be fast-tracked through Congress outside of the regular legislative process. Voting Rights. (No bill): Proposals to require states to give every voter the option to vote by mail; and to require prepaid postage for all election materials and state-provided drop boxes for federal elections. Voting Rights. Safeguard American Voter Eligibility Act (SAVE) (H.R. 22), (SAVE America Act)(S. 1383, H.R. 7296): Proposals which significantly limits the ability of older Americans to vote in federal elections by severely restricting the types of documents acceptable to prove identity, requiring the presentation of this documentation in person, and needlessly requiring voters to re-prove their identities every time they renew their registrations. Federal District Court Injunctions. No Rogue Rulings Act (NORRA) (H.R. 1526): Proposals to limit federal district courts ability to issue nationwide injunctions against unlawful actions, thus destabilizing the checks and balances built into our constitutional system and putting the freedom of every American at risk. Office of Personnel Management: Comments on Proposed Rule, Improving Performance, Accountability and Responsiveness in the Civil Service, Docket ID: OPM-2025-0004, RIN: 3206-AO80: Comments on proposed rule that would severely undermine the career civil service that Congress has sought to protect and protect for more than 140 years, largely due to our concerns about the impact on seniors of politicizing the workforce at the Social Security Administration (SSA),the Center for Medicare and Medicaid Services (CMS) and other federal agencies which serve older Americans. Filing Tax Returns: Direct File Act of 2026 (S. 3948, H.R. 7806). A bill to reverse the Trump Administrations decision to end the Direct File program and codify it into law, thus allowing taxpayers to file their taxes online, for fee, and directly with the IRS, saving families time and money by cutting out the middleman.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":55646,"prefix":null,"prefix_display":null,"first_name":"MARIA","nickname":null,"middle_name":null,"last_name":"FREESE","suffix":null,"suffix_display":null},"covered_position":"Staff, U.S. House of Representatives; Staff, U.S. Senate Finance Committee","new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":81,"name":"Office of Personnel Management (OPM)"},{"id":1,"name":"SENATE"},{"id":91,"name":"Social Security Administration (SSA)"}]}],"conviction_disclosures":[],"foreign_entities":[],"affiliated_organizations":[]},{"url":"https://lda.gov/api/v1/filings/5f1245fc-c5ed-42c6-945b-c1b360f3ee13/","filing_uuid":"5f1245fc-c5ed-42c6-945b-c1b360f3ee13","filing_type":"Q1","filing_type_display":"1st Quarter - Report","filing_year":2026,"filing_period":"first_quarter","filing_period_display":"1st Quarter (Jan 1 - Mar 31)","filing_document_url":"https://lda.gov/filings/public/filing/5f1245fc-c5ed-42c6-945b-c1b360f3ee13/print/","filing_document_content_type":"text/html","income":null,"expenses":"190000.00","expenses_method":"A","expenses_method_display":"A","posted_by_name":"Max Richtman","dt_posted":"2026-04-20T10:40:42-04:00","termination_date":null,"registrant_country":"United States of America","registrant_ppb_country":null,"registrant_address_1":"777 N Capitol St, NE","registrant_address_2":"Suite 805","registrant_different_address":false,"registrant_city":"WASHINGTON","registrant_state":"DC","registrant_zip":"20002","registrant":{"id":27467,"url":"https://lda.gov/api/v1/registrants/27467/","house_registrant_id":30367,"name":"NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE","description":null,"address_1":"111 K Street, NE","address_2":"Suite 700","address_3":null,"address_4":null,"city":"WASHINGTON","state":"DC","state_display":"District of Columbia","zip":"20002","country":"US","country_display":"United States of America","ppb_country":"US","ppb_country_display":"United States of America","contact_name":"DAN ADCOCK","contact_telephone":"+1 202-216-0420","dt_updated":"2026-07-29T11:57:27.724812-04:00"},"client":{"id":134297,"url":"https://lda.gov/api/v1/clients/134297/","client_id":12,"name":"NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE","general_description":null,"client_government_entity":false,"client_self_select":true,"state":"DC","state_display":"District of Columbia","country":"US","country_display":"United States of America","ppb_state":"DC","ppb_state_display":"District of Columbia","ppb_country":"US","ppb_country_display":"United States of America","effective_date":"2008-02-06"},"lobbying_activities":[{"general_issue_code":"BUD","general_issue_code_display":"Budget/Appropriations","description":"Concurrent Budget Resolution (S. Con. Res. 41): A concurrent resolution setting forth the congressional budget for the United States Government for fiscal year 2025 and setting forth the appropriate budgetary levels for fiscal years 2026 through 2034: The Six Penny Plan which would significantly harm the economy and force severe cuts in Medicare, Medicaid, Supplemental Nutrition Assistance Program (SNAP) and other federal programs vital to Americas seniors. Concurrent Budget Resolution (H. Con. Res. 14): provision in Section 406 including bipartisan reform of Medicare which would likely result in benefit cuts, provisions in Section 409 making employment a requirement for Medicaid eligibility, provisions in Section 414 establishing a fiscal commission intended to cut the earned benefits of American workers and retirees. Graham Substitute amendment to Concurrent Budget Resolution (H. Con. Res. 14) as considered in both the House and Senate: the use of current policy baseline to hide the cost from the American people of making permanent the Tax Cuts and Jobs Act (TCJA); the magnitude and distribution of the tax cuts envisioned in the resolution; spending cuts to Medicaid, SNAP, operating costs for the Social Security Administration (SSA), and other programs important to seniors such as homelessness prevention, home-delivered and community meals, transportation access, falls prevention, chronic disease management, resources on Alzheimers disease and related dementia, support to long-term care ombudsman and adult protective services addressing maltreatment, and critical funding in the Community Services Block Grant (CSBG), Community Development Block Grant (CDBG), Social Services Block Grant (SSBG), the Prevention and Public Health Fund (PPHF) and Low Income Home Energy Assistance Program (LIHEAP); opposing the resulting massive amounts of debt that threaten the future viability of earned benefit programs such as Social Security and Medicare; Senate Amendment 1341 to H. Con. Res. 14 by Senator Mazie Hirono raising a point of order against any bill, joint resolution, motion, amendment, amendment between the Houses, or conference report that would result in the disruption of Social Security benefits or interrupting services within the Social Security program, including any such disruption or interruption caused by infrastructure upgrades to the information technology infrastructure of SSA. Budget: Budget reconciliation bill (H.R. 1): A bill providing for reconciliation pursuant to title II of H. Con. Res. 14: Proposals that will result in massive cuts to programs critical to older Americans and their families as it enacts unprecedented cuts to fundamental programs that provide health care and essential services to lower- and moderate-income Americans, all to partially offset the cost of massive tax cuts that primarily benefit the wealthy and large, profitable corporations. H.R. 1 will add at least $3.4 trillion to the federal debt in the next decade, which will starve the U.S. of resources with the ultimate effect of providing a justification for later legislation that would cut the earned benefits Americans have paid for throughout their working lives - Social Security and Medicare. Specifically, the bill includes deep cuts to Medicaid, totaling around $1 trillion and representing four times the size of previous Medicaid cuts; around $180 billion in cuts to the SNAP, the largest cut in the programs history, and unless they are blocked by future legislation, will trigger PAYGO requirements in federal law which will result in a 4 percent sequestration of Medicare spending starting in 2026. Balanced Budget: Balanced Budget Amendment (H.J. Res. 139). A resolution proposing an amendment to the Constitution which would place a limitation on federal spending that would require a two-thirds supermajority to overcome except in the case of a declaration of war. The amendment would require a two-thirds supermajority to raise taxes but only a simple majority to cut taxes. If enacted, it would alter Congressional voting procedures to facilitate cutting taxes above all other priorities except spending on declared wars, thus increasing the likelihood that the fiscal policies adopted in coming decades will favor the well-off at the expense of middle- and low-income Americans. The resolution would also severely limit Social Security and Medicare Part A from drawing down Trust Fund reserves to pay retirement, disability and survivor benefits and hospitalization costs. Republican Study Committee (RSC): A Framework for the Next Reconciliation bill. Proposals to eliminate the enhanced tax credits available to low-income workers through the Affordable Care Act (ACA) and redirect the money into so-called Health Freedom Accounts, codify the TrumpRX program, a website which re-directs consumers to existing manufacturers discounts on brand-name prescription drugs; expand and codify Association Health Plans; enact additional cuts to Medicaid, SNAP, housing assistance and other government programs. Republican Study Committee (RSC) FY 2027 Budget: supports additional tax cuts that mostly benefit the wealthy and large, profitable corporations such as repealing the estate tax; endorses additional cuts to Medicaid and SNAP; expands Health Savings Accounts; reforms Medicare Advantage (MA) plans to lower expenditures; criticizes Social Security Cost-of-Living Adjustments (COLAs) as providing excessive benefits to seniors struggling to keep up with rising costs of living; endorses the use of the SSA database for purposes other than ensuring Americans receive their correct earned benefits; supports the replacement of the non-political civil service employees with political supporters of the Administration on a broad basis; eliminates funding for the Department of Labors (DOL) Senior Community Service Employment Program; reduces funding for the National Institutes of Health, the Centers for Disease Control and Prevention, Community Services Block Grants; and reduces funding for Rental Housing Assistance Programs, among other proposals that serve seniors and the disability community. Appropriations: Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act FY 2026 (S. 2587): Requesting funding for the Social Security Administration of at least 1.2 percent of benefits paid to restore customer service levels Americans have paid-for and earned; and request for adequate funding for Older Americans Act programs and other discretionary programs key to seniors, including programs proposed for massive funding reductions in the Presidents budget request, such as Elder Falls Prevention programs and the Alzheimers Disease Program Initiative, and programs targeted for elimination in the Presidents budget such as the Senior Community Service Employment Program (SCSEP), the Chronic Disease Self-Management Program (CDSMP), the Community Services Block Grant (CSBG), the Community Development Block Grant (CDBG), Low-Income Home Energy Assistance Program (LIHEAP), and the AmeriCorps Seniors programs (Retired & Senior Volunteer Program, Senior Companions Program and Foster Grandparent Program).","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":32032,"prefix":null,"prefix_display":null,"first_name":"MAX","nickname":null,"middle_name":null,"last_name":"RICHTMAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":55476,"prefix":null,"prefix_display":null,"first_name":"DAN","nickname":null,"middle_name":null,"last_name":"ADCOCK","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":143815,"prefix":"ms","prefix_display":"MS.","first_name":"ANNE","nickname":null,"middle_name":"HEATH","last_name":"MONTGOMERY","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":150524,"prefix":null,"prefix_display":null,"first_name":"LUCAS","nickname":null,"middle_name":null,"last_name":"WARREN","suffix":null,"suffix_display":null},"covered_position":null,"new":true}],"government_entities":[{"id":11,"name":"Executive Office of the President (EOP)"},{"id":34,"name":"Health & Human Services, Dept of (HHS)"},{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":18,"name":"Office of Management & Budget (OMB)"},{"id":1,"name":"SENATE"},{"id":91,"name":"Social Security Administration (SSA)"},{"id":41,"name":"Treasury, Dept of"}]},{"general_issue_code":"MMM","general_issue_code_display":"Medicare/Medicaid","description":"Medicare Observation Stays. The Improving Access to Medicare Coverage Act (H.R. 3954): Proposals to count time spent in observation status toward the three-day prior inpatient stay required under Medicare for coverage of a subsequent stay in a skilled nursing facility. Medicare Drug Costs. The Pharmaceutical Research Transparency Act (No bill): Proposal to amend the Public Health Service Act and the Security Exchange Act to require pharmaceutical manufacturers to report their costs related to clinical trials and research and development. Medicare Prescription Drugs. Drug Costs. Inflation Reduction Act (Public Law No: 117-169): Law to allow Medicare to negotiate prices with drug makers, cap prices at inflation in Part B and D, cap beneficiary out-of-pocket costs in Part D, eliminate cost-sharing for vaccines, eliminate cost-sharing in the catastrophic phase of Part D, and to raise the income threshold for the Low-Income Subsidy program offering assistance in paying for drugs. Medicare Prescription Drugs. (No bill): A regulatory proposal encouraging the Secretaries of the Departments of Health and Human Services (HHS) and Commerce to exercise march in rights that would aim to better control the pricing of prescription drugs. Medicare Prescription Drugs. (No bill): An HHS regulatory proposal to ensure robust negotiation rules and processes that aim to curtail the cost of certain prescription drugs, as authorized by the Inflation Reduction Act (Public Law No: 117-169). Medicare and Medicaid Prescription Drugs. (No bill): Joined comments with 19 other organizations urging HHS to use its existing authority to license competition in order to lower consumer and taxpayer costs for semaglutide drugs treating diabetes and weight management (e.g., Ozempic and Wegovy). Medicare Savings Program and Low-Income Subsidy (LIS) Programs. (No bill): Proposals to make enrollment of dually eligible individuals in the Medicare Savings Programs (MSP) and the LIS program easier, so that low-income beneficiaries can more readily access financial assistance for Medicare copayments, premiums and deductibles, and to be able to access needed medications at prices they can afford. Medicare Reform. The Assuring Medicares Promise Act (H.R. 609): Proposals to close the loophole for wealthy individuals who bypass paying net investment income tax (NIIT) and directing the revenue to the Hospital Insurance Trust Fund, which pays for Medicare Part A that covers inpatient care in hospitals, and to the Social Security Trust Funds. Medicare Dental, Hearing and Vision Coverage. Medicare Dental, Vision, and Hearing Benefit Act of 2025 (H.R. 2045): Proposal to add dental, vision and hearing benefits to Medicare. Medicare Hearing Coverage: The Medicare Hearing Aid Coverage Act of 2025 (H.R. 500): Proposals to add hearing benefits to Medicare. Medicare call center (No bill): Proposal to address the poor working conditions of the call center workers employed by Maximus, a federal contractor with the Department of Health and Humans Services/Center for Medicare and Medicaid Services) HHS/CMS. Medicare Advantage (MA). (No bill): Proposals to create transparency around Medicare Advantage plans using prior authorization and supplemental benefits that are not offered under traditional Medicare. Medicare Advantage. (No bill): Proposals to apply a higher coding adjustment factor to fully account for intensive upcoding by MA plans and to exclude certain information for MA risk adjustment scores and payments; to use two years of traditional Medicare and MA diagnostic data for calculating MA risk-adjusted payments; and to promulgate more fundamental changes to the Hierarchical Condition Category (HCC) risk adjustment model. Medicare Advantage. (H.R. 3467) Proposal to make Medicare Advantage plans the default choice during initial enrollment periods. Medicare Privatization (No bill): Proposals to create policies in traditional Medicare that mimic those used by private health insurance plans. Medicaid Home and Community-Based Services. The HCBS Access Act (No bill): Proposals to make home and community-based services (HCBS) a mandatory benefit within Medicaid, and to ensure eligible older adults and people with disabilities have the option to choose between home care and institutional care. Medicare, Medicaid and Social Security. The Alleviating Barriers for Caregivers (ABC) Act (H.R. 2491 and S. 1227): Proposals would require HHS and SSA to review application processes, procedures, forms, and communications for Medicare, Medicaid, Childrens Health Insurance Program, and Social Security programs in order to reduce administrative barriers facing family caregivers. The bill requires agencies to identify and report to Congress on actions that can be taken to streamline eligibility and assistance for family caregivers within existing programs. Medicare, Medicaid Nursing Homes. The Protecting Americas Seniors Access to Care Act (H.R. 1303): Proposal to prohibit the HHS Secretary from promulgating national staffing standards in nursing homes. Medicare, Medicaid Nursing Homes. The Safe Staffing Saves Lives Act (H.R. 8100): Proposal to establish mandatory, statutory, minimum nurse staffing standards in nursing homes to ensure at least 4.1 hours of total nursing care per resident per day. Medicare, Medicaid Nursing Homes. The Nurses Belong in Nursing Homes Act (S. 3886): Proposal aims to establish federal minimum staffing standards, specifically requiring 3.48 hours per resident per day (HPRD) of total nursing care and 24/7 on-site Registered Nurse (RN) coverage. Medicare, Medicaid Nursing Homes. The Building Americas Health Care Workforce Act (No bill): Proposal to allow time spent working in a nursing home (prior to any formal training, and permitted during the COVID-19 pandemic) to count toward a 75-hour minimum federal training standard that is required for certified nursing assistants. Medicare, Medicaid Nursing Homes. The Ensuring Seniors Access to Quality Care Act (H.R. 7096): Proposal to repeal regulations that prohibit certified nursing assistant training and competency evaluation programs in skilled nursing facilities that have a record of health and safety deficiencies and have incurred penalties (e.g., civil monetary penalties for substandard quality of care). Medicare Treatment for Osteoporosis (No bill): Support for making payment revisions to the 2026 Physician Fee Schedule that would accelerate treatment improvements for beneficiaries with osteoporosis and help prevent repeat fractures. Medicare and Medicaid Waste, Fraud and Abuse (No bill): Submitted comments with other organizations to a CMS Request for Information (RFI) Related to Comprehensive Regulations To Uncover Suspicious Healthcare (CRUSH), 91 Fed. Reg. 9803 (February 27, 2026) CMS-6098-NC. Medicaid Work Requirements Affecting Eligibility (No bill): Submitted comments with other organizations to request CMS to clarify in regulations that people with disabilities, older adults, and caregivers are exempt from the Medicaid working requirements in P.L. 119-21. Health Insurance. Health Insurance Premium Fairness Act (H.R. 6455). Proposal to close loophole that penalizes couples with one spouse in Medicare and one receiving health care through Affordable Care Act (ACA) exchanges, by allowing for subtraction of Medicare premiums from the maximum premium paid for a marketplace plan. Health Insurance. (H.R. 1834). Proposals to extend the Enhanced Premium Tax Credits for ACA marketplace health insurance plans. Health Insurance. The Lower Health Care Premiums for All Americans Act (H.R. 6703) Proposals to weakening consumer protections and destabilizing markets by allowing skimpier, less‑regulated plans that can cherry‑pick healthier groups and leave higher‑cost enrollees in the ACA‑regulated small‑group and individual markets with higher premiums. Medicaid and Health Insurance. Protecting Health Care and Lowering Costs Act (S. 2556, H.R. 4849): Proposals to restore massive funding cuts to Medicaid that were included in the 2025 budget reconciliation law, and to make permanent ACA enhanced premium tax credits.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":32032,"prefix":null,"prefix_display":null,"first_name":"MAX","nickname":null,"middle_name":null,"last_name":"RICHTMAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":55476,"prefix":null,"prefix_display":null,"first_name":"DAN","nickname":null,"middle_name":null,"last_name":"ADCOCK","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":143815,"prefix":"ms","prefix_display":"MS.","first_name":"ANNE","nickname":null,"middle_name":"HEATH","last_name":"MONTGOMERY","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":150524,"prefix":null,"prefix_display":null,"first_name":"LUCAS","nickname":null,"middle_name":null,"last_name":"WARREN","suffix":null,"suffix_display":null},"covered_position":null,"new":true}],"government_entities":[{"id":130,"name":"Administration on Aging"},{"id":136,"name":"Centers For Medicare and Medicaid Services (CMS)"},{"id":24,"name":"Commerce, Dept of (DOC)"},{"id":11,"name":"Executive Office of the President (EOP)"},{"id":135,"name":"Food & Drug Administration (FDA)"},{"id":34,"name":"Health & Human Services, Dept of (HHS)"},{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":1,"name":"SENATE"}]},{"general_issue_code":"RET","general_issue_code_display":"Retirement","description":"Older Americans Act Reauthorization. The Older Americans Act Reauthorization Act (S. 2120): Proposals to reauthorize the Older Americans Act (OAA) of 1965 and to increase the authorization of appropriations for OAA programs, which is the major federal discretionary funding source for home and community-based services for older adults and their caregivers. Programs supported through the OAA include home-delivered and congregate nutrition services, in-home supportive services, transportation, caregiver support, community service employment, health and wellness programs, the long-term care ombudsman program, services to prevent the abuse, neglect, and exploitation of older adults, and other supportive services. Social Security Cost of Living Adjustment (COLA). The Fair COLA for Seniors Act (No bill) and the Social Security Cost of Living Increase Act (No bill): Proposals to adopt the Consumer Price Index for the Elderly (CPI-E) for the purpose of determining COLAs for Social Security beneficiaries; the Boosting Benefits and COLAs for Seniors Act (S. 3059): Proposal to calculate COLAs using the current Consumer Price Index for Urban Wage Earners and Clerical Workers (CPI-W) or the Consumer Price Index for the Elderly (CPI-E), whichever is greater. Social Security Expansion. The Social Security 2100 Act (No bill): 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. 770 and H.R. 1700): Proposals to enhance Social Security benefits and ensure the long-term solvency of the Social Security program. The Strengthening Social Security Act (No bill): Proposals to extend the solvency of the Social Security Trust Funds and improve benefits. The Safeguarding American Families & Expanding Social Security Act (S. 3462): Proposals to update and modernize Social Security benefits and to extend solvency of the Social Security Trust Funds. The Protecting and Preserving Social Security Act (S. 2614 and H.R. 4968): Proposals 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. The Protecting Our Widows and Widowers in Retirement Act (No bill): Proposals to improve benefits for widows and widowers in two-income households. The Surviving Widow(er) Income Fair Treatment Act (SWIFT Act) (S. 3255): Proposal to increase survivors benefits for disabled widows, widowers, and surviving divorced spouses; Social Security Enhancement and Protection Act (H.R. 3517): Proposal would improve Social Security benefits by increasing the Special Minimum Benefit, boosting benefits for seniors who have on the Social Security rolls for a long period of time, restore student benefits to age 26 and extend the life of the Trust Funds by eliminating the cap on Social Security benefits and phasing-in an increase in the payroll tax rate. The Social Security Survivor Benefits Equity Act (H.R. 6424 and S. 3357): Proposal to increase the lump-sum benefit amount payable upon the death of a beneficiary to take into account inflation. Social Security Funding. The Medicare and Social Security Fair Share Act (H.R. 3271 and S. 1690): Proposals to close the loophole for wealthy individuals who bypass paying the 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. Cutting Social Security by Raising the Retirement Age. Affirming the Presidents Promise Not to Raise the Social Security and Medicare Retirement Age (H. Res. 657): House Resolution opposing raising Social Security or Medicare eligibility age. Caregiver Social Security Credits. The Social Security Caregiver Credits Act (No bill): 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 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): Proposal 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. (H.R. 2999, H.R. 2142 and S. 1023): 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 through no fault of their own. 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 (No bill): Proposal 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 (S. 4001 and H.R. 7828): Proposals to strengthen and restore the SSI program. Supplemental Security Income (SSI) Program. The SSI Savings Penalty Elimination Act (H.R. 2540 and S. 1234): Proposal to amend title XVI of the Social Security Act to update the resource limit for Supplemental Security Income eligibility. The Fairness in Social Security Act (No bill): Proposal 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 as it relates to SSI 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. (H. Res. 1013): A Resolution amending the Rules of the House to reestablish a Permanent Select Committee on Aging. Retirement Plan Fiduciary Rule: U.S. Department of Labor, Employee Benefits Security Administration, Office of Regulations and Interpretations - RIN 1210-AC02; Application No. D-12057; Application No. D-12060. The Department of Labor proposed regulation to modernize the fiduciary rule to strengthen protections for retirement investors who seek professional investment advice. (No bill): Congressional reversal of the rule submitted by the Department of Labor relating to \"Retirement Security Rule: Definition of an Investment Advice Fiduciary\". Pensions: The ERISA Litigation Reform Act (H.R. 6084). A bill that would undermine ERISAs ability to protect retirement plan participants hard-earned retirement income under the erroneous notion that the recent unanimous Supreme Court decision in Cunningham v. Cornell University will lead to a tide of ERISA class action litigation. Social Security Administration. Keep Billionaires Out of Our Social Security Act (S. 2763), Hands Off Our Social Security Act (H.R. 4734), Repairing Social Security after DOGE (H.R. 6237). Proposals to reverse cuts the Trump Administration has made to the Social Security Administration (SSA), prevents Social Security field offices from shutting down, makes it easier for seniors and people with disabilities to apply for the benefits they have earned over the phone, provides the resources the SSA needs to approve earned benefits quickly, protects benefits from unauthorized tampering, delays or changes, blocks privatization of SSA, enforces privacy protections for beneficiary data, and requires annual Government Accountability Office audits on staffing, operations and compliance. Social Security Administration. Letter to Social Security Commissioner Frank Bisignano opposing enhanced identity verification procedures for beneficiary transactions with SSA that will make it difficult, if not impossible, for many older Americans and members of the disability community to access their earned benefits. Social Security Administration. Resolution of Inquiry by Representative John Larson (H. Res. 195): Requesting information be provided to Congress regarding the Department of Government Efficiencys (DOGE) access to the Social Security Administrations computer data, which compromises beneficiary privacy by allowing access to Americans personal information such as Social Security numbers, banking information, earnings history and medical information. Social Security Administration. Keep Our Field Offices Open Act (H.R. 1876): Proposals to suspend Social Security field office closures until January 21, 2029, after which date the Commissioner of Social Security would be required to submit a detailed report to Congress, laying out and justifying a process for closing, consolidating, or reducing access to field offices; bill also requires the Commissioner to maintain the total number of field offices and hearing offices that were in operation on January 20, 2025, after the moratorium ends and requires that, in considering future office closures, the Commissioner must consider potential transportation and communication barriers for individuals served by the office, provide significant advance notice to the public and members of Congress, and ensure opportunities for public input and appeals. Social Security Administration. Protecting Americans Social Security Data Act (H.R. 1877): Proposals to protect Americans from having their sensitive personal information politicized or bought and sold to the highest bidder by preventing Elon Musk, his associates, and political appointees from accessing sensitive data systems at SSA, codifying SSA data privacy requirements into law and strengthening oversight and civil penalties for any privacy and disclosure violations of Social Security beneficiaries personal information. Social Security Administration. The Improving Social Securitys Service to Victims of Identity Theft Act (S. 1666): Proposal to improve 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 on Omitting Food from In-Kind Support and Maintenance Calculations, Docket No. SSA-2021-0014; Comments on Expanding the Rental Subsidy, Docket No. SSA-2023-0010; Comments on Intermediate Improvement to the Disability Adjudication Process Including How We Consider Past Work, Docket No. SSA-2023-0024; Comments on Rulemaking Expanding the Definition of a Public Assistance Household, Docket No. SSA-2023-0015; Comments on strengthening rule regarding the Use of Electronic Payroll Data to Improve Program Administration, Docket No. SSA-2016-0039. Social Security Administration. Comments submitted regarding Social Security Form SSA-827 proposal (Medical Record Collection Process) and the Disability Applicant Evidence Simplification Act (DAESA) draft. Social Security Administration. The creation of an online application for all SSI applicants, streamlining data collection to more effectively obtain treating source evidence, eliminating the reconsideration level of review, updating outdated occupational information, adding a robust online scheduling tool and ensuring comprehensive customer service for all individuals. Womens Retirement Security. The Womens Retirement Protection Act (S. 988 and H.R. 2023): Proposal to amend the Employee Retirement Income Security Act of 1974 to provide for greater spousal protection under defined contribution plans. Food Security for Seniors. Farm bill reauthorization (American Relief Act, P.L. 118-158, Division D): Provisions to cut future Supplemental Nutrition Assistance Program (SNAP) benefits or other harmful policies that would worsen the problem of hunger for Americas older adults and other food insecure individuals.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":32032,"prefix":null,"prefix_display":null,"first_name":"MAX","nickname":null,"middle_name":null,"last_name":"RICHTMAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":55476,"prefix":null,"prefix_display":null,"first_name":"DAN","nickname":null,"middle_name":null,"last_name":"ADCOCK","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":143815,"prefix":"ms","prefix_display":"MS.","first_name":"ANNE","nickname":null,"middle_name":"HEATH","last_name":"MONTGOMERY","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":150524,"prefix":null,"prefix_display":null,"first_name":"LUCAS","nickname":null,"middle_name":null,"last_name":"WARREN","suffix":null,"suffix_display":null},"covered_position":null,"new":true}],"government_entities":[{"id":130,"name":"Administration on Aging"},{"id":11,"name":"Executive Office of the President (EOP)"},{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":37,"name":"Justice, Dept of (DOJ)"},{"id":38,"name":"Labor, Dept of (DOL)"},{"id":1,"name":"SENATE"},{"id":91,"name":"Social Security Administration (SSA)"},{"id":41,"name":"Treasury, Dept of"}]},{"general_issue_code":"GOV","general_issue_code_display":"Government Issues","description":"Social Security and Medicare Trust Fund Committees. The Fiscal Commission Act (H.R. 3289 and S. 4012), the Fiscal Sustainability Act (No bill), the Sustainable Budget Act of 2025 (H.R. 222): Proposals to establish fiscal commissions to make recommendations that would likely include cuts to Social Security and Medicare benefits and would be fast-tracked through Congress outside of the regular legislative process. Voting Rights. (No bill): Proposals to require states to give every voter the option to vote by mail; and to require prepaid postage for all election materials and state-provided drop boxes for federal elections. Voting Rights. Safeguard American Voter Eligibility Act (SAVE) (H.R. 22), (SAVE America Act)(S. 1383, H.R. 7296): Proposals which significantly limits the ability of older Americans to vote in federal elections by severely restricting the types of documents acceptable to prove identity, requiring the presentation of this documentation in person, and needlessly requiring voters to re-prove their identities every time they renew their registrations. Federal District Court Injunctions. No Rogue Rulings Act (NORRA) (H.R. 1526): Proposals to limit federal district courts ability to issue nationwide injunctions against unlawful actions, thus destabilizing the checks and balances built into our constitutional system and putting the freedom of every American at risk. Office of Personnel Management: Comments on Proposed Rule, Improving Performance, Accountability and Responsiveness in the Civil Service, Docket ID: OPM-2025-0004, RIN: 3206-AO80: Comments on proposed rule that would severely undermine the career civil service that Congress has sought to protect and protect for more than 140 years, largely due to our concerns about the impact on seniors of politicizing the workforce at the Social Security Administration (SSA),the Center for Medicare and Medicaid Services (CMS) and other federal agencies which serve older Americans. Filing Tax Returns: Direct File Act of 2026 (S. 3948, H.R. 7806). A bill to reverse the Trump Administrations decision to end the Direct File program and codify it into law, thus allowing taxpayers to file their taxes online, for fee, and directly with the IRS, saving families time and money by cutting out the middleman.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":32032,"prefix":null,"prefix_display":null,"first_name":"MAX","nickname":null,"middle_name":null,"last_name":"RICHTMAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":55476,"prefix":null,"prefix_display":null,"first_name":"DAN","nickname":null,"middle_name":null,"last_name":"ADCOCK","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":143815,"prefix":"ms","prefix_display":"MS.","first_name":"ANNE","nickname":null,"middle_name":"HEATH","last_name":"MONTGOMERY","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":150524,"prefix":null,"prefix_display":null,"first_name":"LUCAS","nickname":null,"middle_name":null,"last_name":"WARREN","suffix":null,"suffix_display":null},"covered_position":null,"new":true}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":81,"name":"Office of Personnel Management (OPM)"},{"id":1,"name":"SENATE"}]},{"general_issue_code":"CIV","general_issue_code_display":"Civil Rights/Civil Liberties","description":"Age Discrimination. The Protecting Older Workers Against Discrimination Act (POWADA) (H.R. 3522 and S. 1820): 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 (POJA) Act (No bill): Proposal to prohibit employers from limiting, segregating or classifying job applicants based on an applicants age; Protecting Older Americans Act of 2025 (H.R. 5115 and S. 2703): Proposals to eliminate the current practice of employers utilizing forced arbitration to resolve age discrimination complaints, which would shift some of the leverage employers currently exert in these claims back to the workers themselves. The Paycheck Fairness Act (S. 1115 and H.R. 17): Proposal to prevent wage discrimination for occurring and helping women and their families secure the paychecks they have earned.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":32032,"prefix":null,"prefix_display":null,"first_name":"MAX","nickname":null,"middle_name":null,"last_name":"RICHTMAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":55476,"prefix":null,"prefix_display":null,"first_name":"DAN","nickname":null,"middle_name":null,"last_name":"ADCOCK","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":143815,"prefix":"ms","prefix_display":"MS.","first_name":"ANNE","nickname":null,"middle_name":"HEATH","last_name":"MONTGOMERY","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":150524,"prefix":null,"prefix_display":null,"first_name":"LUCAS","nickname":null,"middle_name":null,"last_name":"WARREN","suffix":null,"suffix_display":null},"covered_position":null,"new":true}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":1,"name":"SENATE"}]}],"conviction_disclosures":[],"foreign_entities":[],"affiliated_organizations":[]},{"url":"https://lda.gov/api/v1/filings/30f84197-8eaf-48b3-8c2a-32a6acaddea2/","filing_uuid":"30f84197-8eaf-48b3-8c2a-32a6acaddea2","filing_type":"Q1","filing_type_display":"1st Quarter - Report","filing_year":2026,"filing_period":"first_quarter","filing_period_display":"1st Quarter (Jan 1 - Mar 31)","filing_document_url":"https://lda.gov/filings/public/filing/30f84197-8eaf-48b3-8c2a-32a6acaddea2/print/","filing_document_content_type":"text/html","income":null,"expenses":"250000.00","expenses_method":"A","expenses_method_display":"A","posted_by_name":"James Jenckes","dt_posted":"2026-04-20T10:45:32-04:00","termination_date":null,"registrant_country":"United States of America","registrant_ppb_country":null,"registrant_address_1":"One Franklin Parkway","registrant_address_2":null,"registrant_different_address":false,"registrant_city":"San Mateo","registrant_state":"CA","registrant_zip":"94403","registrant":{"id":401107501,"url":"https://lda.gov/api/v1/registrants/401107501/","house_registrant_id":56041,"name":"FRANKLIN TEMPLETON, INC. 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Treasury meetings (Feb & March 2026) about Trump accounts. Protecting closed end funds from activist investors and enhancing retail investor access to alternative investments & private markets - H.R. 3383, the Increasing Investor Opportunities Act. Capital formation initiatives included in H.R. 3383, the Incentivizing New Ventures and Economic Strength Through Capital Formation (INVEST) Act. Promoting inclusion of alternative investments in retirement plans, including H.R. 2544 & S. 1222, the Financial Freedom Act and H.R. 5748, the Retirement Investment Choice Act which codifies President Trumps executive order (14330) on alternative investments in 401(k)s. Accredited investor reform initiatives including H.R. 3348, the Accredited Investor Definition Review Act, H.R. 3339, the Equal Opportunity for All Investors Act, and H.R. 3394, the Fair Investment Opportunities for Professional Experts Act. Clarifications about restrictions on outbound investments to China included in the National Defense Authorization Act (NDAA) S. 1071 including the COINS Act, the Comprehensive Outbound Investment National Security Act of 2025 Business Development Company issues including H.R. 2225 - the Access to Small Business Investor Capital Act. E-delivery initiatives including H.R. 2441 & S 1877, the Improving Disclosure for Investors Act. Retirement security initiatives, including S. 424 and H.R. 1013, the Retirement Fairness for Charities and Educational Institutions. Retirement savings initiatives including promoting tax deferral for individuals participating in voluntary, employer provided retirement plans and IRAs and H.R. 2696 and S. 1526, the Retirement Savings for Americans Act (RSAA) that would create a federal retirement system. ERISA litigation reform efforts such as H. R. 6084, the ERISA Litigation Reform Act. Congressional oversight of ESG investing including proxy voting by asset managers and various legislative initiatives. H.R. 3682 and S. 3578, the Financial Stability Oversight Council (FSOC) Improvement Act which reforms the Financial Stability Oversight Councils non- bank Systematically Important Financial Institution (SIFI) designation process. Met with Treasury about FSOC reworking guidance and supporting congressional legislation such as the FSOC Improvement Act.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":142611,"prefix":null,"prefix_display":null,"first_name":"DEAN","nickname":null,"middle_name":null,"last_name":"SACKETT","suffix":"iii","suffix_display":"III"},"covered_position":null,"new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":1,"name":"SENATE"},{"id":41,"name":"Treasury, Dept of"}]}],"conviction_disclosures":[],"foreign_entities":[],"affiliated_organizations":[]},{"url":"https://lda.gov/api/v1/filings/2853d596-6f96-411d-ba3e-8d652b8d46a4/","filing_uuid":"2853d596-6f96-411d-ba3e-8d652b8d46a4","filing_type":"Q1","filing_type_display":"1st Quarter - Report","filing_year":2026,"filing_period":"first_quarter","filing_period_display":"1st Quarter (Jan 1 - Mar 31)","filing_document_url":"https://lda.gov/filings/public/filing/2853d596-6f96-411d-ba3e-8d652b8d46a4/print/","filing_document_content_type":"text/html","income":null,"expenses":"1480000.00","expenses_method":"A","expenses_method_display":"A","posted_by_name":"Anjali Jesseramsing","dt_posted":"2026-04-20T13:34:49-04:00","termination_date":null,"registrant_country":"United States of America","registrant_ppb_country":null,"registrant_address_1":"777 6TH STREET, NW, Suite 300","registrant_address_2":null,"registrant_different_address":true,"registrant_city":"WASHINGTON","registrant_state":"DC","registrant_zip":"20001","registrant":{"id":4733,"url":"https://lda.gov/api/v1/registrants/4733/","house_registrant_id":31241,"name":"AMERICAN ASSOCIATION FOR JUSTICE","description":null,"address_1":"777 6TH STREET, NW, Suite 300","address_2":null,"address_3":null,"address_4":null,"city":"WASHINGTON","state":"DC","state_display":"District of Columbia","zip":"20001","country":"US","country_display":"United States of America","ppb_country":"US","ppb_country_display":"United States of America","contact_name":"ANJALI JESSERAMSING","contact_telephone":"+1 202-944-2822","dt_updated":"2026-07-30T17:20:39.866911-04:00"},"client":{"id":104895,"url":"https://lda.gov/api/v1/clients/104895/","client_id":12,"name":"AMERICAN ASSOCIATION FOR JUSTICE","general_description":null,"client_government_entity":false,"client_self_select":true,"state":"DC","state_display":"District of Columbia","country":"US","country_display":"United States of America","ppb_state":"DC","ppb_state_display":"District of Columbia","ppb_country":"US","ppb_country_display":"United States of America","effective_date":"1996-02-14"},"lobbying_activities":[{"general_issue_code":"CSP","general_issue_code_display":"Consumer Issues/Safety/Products","description":"Draft legislation and general lobbying with regard to PFAS. Draft asbestos ban legislation and general lobbying with regard to asbestos and talc. General lobbying on ending the use of forced arbitration for consumers, patients, service members, and workers and on draft legislation to end the use of forced arbitration. General lobbying with regard to forced arbitration in nursing homes and with regard to corporate accountability in nursing homes. General lobbying with regard to the testing of talc for asbestos/Chrysotile rule. General lobbying with regard to FIFRA preemption. General lobbying with regard to glyphosate safety. Agricultural Labeling Uniformity Act. Department of the Interior, Environment, and Related Agencies Appropriations Act, 2025 with specific regard to FIFRA preemption. Good Samaritan Menstrual Products Act with specific regard to liability immunity. General lobbying on right to repair wheelchairs. H.R. 1354 Justice for All Act of 2025. S. 346 Knife Ownership Protection Act of 2025. H.R. 60 Knife Ownership Protection Act of 2025. S.246 - Interstate Transport Act of 2025. General lobbying with regard to the vaccine injury compensation program. H.R.2300 To ensure national uniformity with respect to certain requirements relating to preterm infant formula, and for other purposes. H.R. 4121 Agriculture, Rural Development, Food and Drug Administration, and Related Agencies Appropriations Act, 2026. S. 2324 Pesticide Injury Accountability Act of 2025. H.R.4754 Department of the Interior, Environment, and Related Agencies Appropriations Act, 2026 with specific regard to issues relating to the Environmental Protection Agency. S.2431 Department of the Interior, Environment, and Related Agencies Appropriations Act, 2026 with specific regard to issues relating to the Environmental Protection Agency. S.2703 Protecting Older Americans Act of 2025. H.R.5115 Protecting Older Americans Act of 2025. S.2811 Alan Reinstein Ban Asbestos Now Act of 2025. H.R.5373 Alan Reinstein Ban Asbestos Now Act of 2025. H.R.5350 FAIR Act of 2025. S. 2799 FAIR Act of 2025. H.R.3548 Infrastructure Expansion Act of 2025. H.R. 5437 - Protection of Lawful Commerce in Stone Slab Products Act. General lobbying on TSCA reauthorization. H.R.6172 - Ending Forced Arbitration of Race Discrimination Act of 2025. S.3243 - Ending Forced Arbitration of Race Discrimination Act of 2025. S.3966 - TREY'S Law. H.R.6453 - ADA 30 Days to Comply Act. H.R.7567 - Farm, Food, and National Security Act of 2026 with specific regard to civil justice issues. Draft legislation on the CLAIM Act. H.R.7601 - No Immunity for Glyphosate Act. Draft legislation on rideshare safety. Draft legislation on CERCLA immunity. Draft legislation on preemption determinations pertaining to the transportation of hazardous materials.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":42545,"prefix":"ms","prefix_display":"MS.","first_name":"LINDA","nickname":null,"middle_name":"APRIL","last_name":"LIPSEN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":42547,"prefix":null,"prefix_display":null,"first_name":"JULIA","nickname":null,"middle_name":null,"last_name":"DUNCAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":116066,"prefix":null,"prefix_display":null,"first_name":"VICTOR","nickname":null,"middle_name":"IMANI","last_name":"DIAZ","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":147193,"prefix":"ms","prefix_display":"MS.","first_name":"HEATHER","nickname":null,"middle_name":"KATRINA","last_name":"SAGER","suffix":null,"suffix_display":null},"covered_position":"Rep. 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Draft Senate FSGG appropriations bill. General lobbying with regard to digital commodities. S. 424 Retirement Fairness for Charities and Educational Institutions Act of 2025. H.R. 1013 Retirement Fairness for Charities and Educational Institutions Act of 2025. H.R. 3633 CLARITY Act. General lobbying on SEC and forced shareholder arbitration. Draft legislation on digital asset market structure. H.R.5775 - FCRA Liability Harmonization Act. S.3755 - Digital Commodity Intermediaries Act. Draft legislation repealing Dodd-Frank authorities. H.R.3633 - Digital Asset Market Clarity Act of 2025. S.3755 - Digital Commodity Intermediaries Act. Draft legislation on earned wage access. H.R.4171 - SEED Act of 2025. H.R.7127 - Restoring the Secondary Trading Market Act. 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H.R.4624 - Muhammad Ali American Boxing Revival Act of 2026.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":42545,"prefix":"ms","prefix_display":"MS.","first_name":"LINDA","nickname":null,"middle_name":"APRIL","last_name":"LIPSEN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":42547,"prefix":null,"prefix_display":null,"first_name":"JULIA","nickname":null,"middle_name":null,"last_name":"DUNCAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":116066,"prefix":null,"prefix_display":null,"first_name":"VICTOR","nickname":null,"middle_name":"IMANI","last_name":"DIAZ","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":68909,"prefix":null,"prefix_display":null,"first_name":"DANIEL","nickname":null,"middle_name":"MARK","last_name":"HINKLE","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":148149,"prefix":"mr","prefix_display":"MR.","first_name":"THEODORE","nickname":null,"middle_name":null,"last_name":"NASTASE","suffix":null,"suffix_display":null},"covered_position":"Senate Subcommittee on Federal Spending Oversight and Emergency Planning, Senator Gary Peters, Intern","new":false},{"lobbyist":{"id":142639,"prefix":null,"prefix_display":null,"first_name":"CHARLOTTE","nickname":null,"middle_name":null,"last_name":"MCBIRNEY","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":147743,"prefix":null,"prefix_display":null,"first_name":"JUSTICE","nickname":null,"middle_name":null,"last_name":"ESTRADA","suffix":null,"suffix_display":null},"covered_position":"Senator Charles Schumer, Intern; Senator Dianne Feinstein, Legislative Correspondent","new":false},{"lobbyist":{"id":154873,"prefix":"mr","prefix_display":"MR.","first_name":"STEPHEN","nickname":null,"middle_name":null,"last_name":"COFFEY","suffix":null,"suffix_display":null},"covered_position":"Rep. 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Draft legislation on data breach notification rules. Draft legislation on data privacy and security. Draft legislation on child privacy rules. Draft legislation on chatbots and online safety. General lobbying with regard to artificial intelligence and on draft artificial intelligence legislation with regard to liability. General lobbying with regard to the use of forced arbitration by tech platforms and in terms of service. General lobbying on accountability for social media platforms for drug trafficking. General lobbying on legal standards for advanced artificial intelligence products. H.R 2481 Romance Scam Prevention Act. S. 841 Romance Scam Prevention Act. H.R. 1941 Preventing Deepfakes of Intimate Images Act. S. 278 Kids off Social Media Act. S. 281 TICKET Act. S. 1829 STOP CSAM Act of 2025. H.R. 3921 STOP CSAM Act of 2025. S. 1748 Kids Online Safety Act. S. 1367 NO FAKES Act of 2025. H.R. 2794 NO FAKES Act of 2025. S. 1291 Protecting Kids on Social Media Act. H.R. 6149 Protecting Kids on Social Media Act. S. 146 TAKE IT DOWN Act. H.R. 633 TAKE IT DOWN Act. S.2937 AI LEAD Act. S.3023 - Safe Cloud Storage Act. H.R.6484 - Kids Online Safety Act. H.R.6291 - Children and Teens Online Privacy Protection Act. H.R.6265 - Safer GAMING Act. H.R.6273 - SPY Kids Act. H.R.6253 - Algorithmic Transparency and Choice Act. H.R.6489 - SAFE BOTs Act. H.R.6257 - SMK Act of 2025. H.R.3149 - App Store Accountability Act. H.R.6333 - Parents Over Platforms Act. H.R.6488 - RESET Act. S.3546 - A bill to repeal section 230 of the Communications Act of 1934. H.R.5511 - Algorithmic Accountability Act of 2025. S.3062 - GUARD Act. S.1586 - App Store Accountability Act. 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H.R.3509 Supporting Our Surviving Spouses Act.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":42545,"prefix":"ms","prefix_display":"MS.","first_name":"LINDA","nickname":null,"middle_name":"APRIL","last_name":"LIPSEN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":42547,"prefix":null,"prefix_display":null,"first_name":"JULIA","nickname":null,"middle_name":null,"last_name":"DUNCAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":116066,"prefix":null,"prefix_display":null,"first_name":"VICTOR","nickname":null,"middle_name":"IMANI","last_name":"DIAZ","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":147743,"prefix":null,"prefix_display":null,"first_name":"JUSTICE","nickname":null,"middle_name":null,"last_name":"ESTRADA","suffix":null,"suffix_display":null},"covered_position":"Senator Charles Schumer, Intern; Senator Dianne Feinstein, Legislative Correspondent","new":false},{"lobbyist":{"id":142639,"prefix":null,"prefix_display":null,"first_name":"CHARLOTTE","nickname":null,"middle_name":null,"last_name":"MCBIRNEY","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":148149,"prefix":"mr","prefix_display":"MR.","first_name":"THEODORE","nickname":null,"middle_name":null,"last_name":"NASTASE","suffix":null,"suffix_display":null},"covered_position":"Senate Subcommittee on Federal Spending Oversight and Emergency Planning, Senator Gary Peters, Intern","new":false},{"lobbyist":{"id":68909,"prefix":null,"prefix_display":null,"first_name":"DANIEL","nickname":null,"middle_name":"MARK","last_name":"HINKLE","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":151792,"prefix":null,"prefix_display":null,"first_name":"ELIZABETH","nickname":null,"middle_name":null,"last_name":"FARRAR","suffix":null,"suffix_display":null},"covered_position":"Staff Dir, Dep Staff Dir-Sen Rules Cmte; Dep CoS, Leg Dir-Sen Klobuchar; Chief Counsel, Counsel-Sen Jud Cmte (Klobuchar); Health Counsel-Rep DeGette; Leg Aide-Sen HELP Subcmte (Hagan); Leg Corr-Sen Hagan; Law Clerk-Sen HELP Cmte; Intern-Rep Etheridge","new":false},{"lobbyist":{"id":154873,"prefix":"mr","prefix_display":"MR.","first_name":"STEPHEN","nickname":null,"middle_name":null,"last_name":"COFFEY","suffix":null,"suffix_display":null},"covered_position":"Rep. 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Draft legislation on Surface Transportation reauthorization. General lobbying on broker-shipper liability. H.R.5268 - FAIR Trucking Act. H.R.5337 - Motor Carrier Safety Selection Standard Act. 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Advisory Opinion on lifetime income. Issues related to PTE 1977-4. Issues related to 502(g). Proposals relating to qualified charitable distributions. Issues relating to the Department of Labor's proposed rule \"Fiduciary Duties in Selecting Designated Investment Alternatives.\" H.R. 3596, Rightsizing Pension Premiums Act (115th Congress). H.R. 4830, Pension and Budget Integrity Act (117th Congress). H.R. 5877/S. 3746, Pension Risk Transfer Accountability Act (117th Congress). H.R. 7310, Protecting Americas Retirement Security Act (117th Congress). S. 4219/H.R. 7740, Employee and Retiree Access to Justice Act (117th Congress). H.R. 7780, Mental Health Matters Act (117th Congress). Technical corrections of H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers (118th Congress). 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The Strengthening Social Security Act (H.R. 9296): Proposals to extend the solvency of the Social Security Trust Funds and improve benefits. The Safeguarding American Families & Expanding Social Security Act (S. 3462 and H.R. 9415): Proposals to update and modernize Social Security benefits and to extend solvency of the Social Security Trust Funds. The Protecting and Preserving Social Security Act (S. 2614 and H.R. 4968): Proposals 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. The Protecting Our Widows and Widowers in Retirement Act (No bill): Proposals to improve benefits for widows and widowers in two-income households. The Surviving Widow(er) Income Fair Treatment Act (SWIFT Act) (S. 3255): Proposal to increase survivors benefits for disabled widows, widowers, and surviving divorced spouses; Social Security Enhancement and Protection Act (H.R. 3517): Proposal would improve Social Security benefits by increasing the Special Minimum Benefit, boosting benefits for seniors who have on the Social Security rolls for a long period of time, restore student benefits to age 26 and extend the life of the Trust Funds by eliminating the cap on Social Security benefits and phasing-in an increase in the payroll tax rate. The Social Security Survivor Benefits Equity Act (H.R. 6424 and S. 3357): Proposal to increase the lump-sum benefit amount payable upon the death of a beneficiary to take into account inflation. Social Security Funding. The Medicare and Social Security Fair Share Act (H.R. 3271 and S. 1690): Proposals to close the loophole for wealthy individuals who bypass paying the 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. Cutting Social Security by Raising the Retirement Age. Affirming the Presidents Promise Not to Raise the Social Security and Medicare Retirement Age (H. Res. 657): House Resolution opposing raising Social Security or Medicare eligibility age. Caregiver Social Security Credits. The Social Security Caregiver Credits Act (S. 4396 and H.R. 8490): 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 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): Proposal 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. (H.R. 2999, H.R. 2142 and S. 1023): 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 through no fault of their own. 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 (No bill): Proposal 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 (S. 4001 and H.R. 7828): Proposals to strengthen and restore the SSI program. Supplemental Security Income (SSI) Program. The SSI Savings Penalty Elimination Act (H.R. 2540 and S. 1234): Proposal to amend title XVI of the Social Security Act to update the resource limit for Supplemental Security Income eligibility. The Fairness in Social Security Act (No bill): Proposal 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 as it relates to SSI 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. (H. Res. 1013): A Resolution amending the Rules of the House to reestablish a Permanent Select Committee on Aging. Retirement Plan Fiduciary Rule: U.S. Department of Labor, Employee Benefits Security Administration, Office of Regulations and Interpretations - RIN 1210-AC02; Application No. D-12057; Application No. D-12060. The Department of Labor proposed regulation to modernize the fiduciary rule to strengthen protections for retirement investors who seek professional investment advice. (No bill): Congressional reversal of the rule submitted by the Department of Labor relating to \"Retirement Security Rule: Definition of an Investment Advice Fiduciary\". Retirement Plan Investment Alternatives: U.S. Department of Labor, Employee Benefits Security Administration, RIN 1210-AC38. Submitted comments opposing a proposed regulation defining Fiduciary Duties in Selecting Designated Investment Alternatives in 401(k) and other defined contribution plans. Proposal would create safe harbors for fiduciaries who select the investment options offered in 401(k) plans. If a fiduciary considers six factors when selecting any investment option, including alternative assets such as private equity, private credit, real estate, or cryptocurrency to a plan menu, the proposal would treat the fiduciary as meeting ERISAs prudence standard with respect to those factors, which would entitle the fiduciary to deference from any reviewing court. Pensions: The ERISA Litigation Reform Act (H.R. 6084). A bill that would undermine ERISAs ability to protect retirement plan participants hard-earned retirement income under the erroneous notion that the recent unanimous Supreme Court decision in Cunningham v. Cornell University will lead to a tide of ERISA class action litigation. Social Security Administration. Keep Billionaires Out of Our Social Security Act (S. 2763), Hands Off Our Social Security Act (H.R. 4734), Repairing Social Security after DOGE (H.R. 6237). Proposals to reverse cuts the Trump Administration has made to the Social Security Administration (SSA), prevents Social Security field offices from shutting down, makes it easier for seniors and people with disabilities to apply for the benefits they have earned over the phone, provides the resources the SSA needs to approve earned benefits quickly, protects benefits from unauthorized tampering, delays or changes, blocks privatization of SSA, enforces privacy protections for beneficiary data, and requires annual Government Accountability Office audits on staffing, operations and compliance. Social Security Administration. Letter to Social Security Commissioner Frank Bisignano opposing enhanced identity verification procedures for beneficiary transactions with SSA that will make it difficult, if not impossible, for many older Americans and members of the disability community to access their earned benefits. Social Security Administration. Resolution of Inquiry by Representative John Larson (H. Res. 195): Requesting information be provided to Congress regarding the Department of Government Efficiencys (DOGE) access to the Social Security Administrations computer data, which compromises beneficiary privacy by allowing access to Americans personal information such as Social Security numbers, banking information, earnings history and medical information. Social Security Administration. Keep Our Field Offices Open Act (H.R. 1876): Proposals to suspend Social Security field office closures until January 21, 2029, after which date the Commissioner of Social Security would be required to submit a detailed report to Congress, laying out and justifying a process for closing, consolidating, or reducing access to field offices; bill also requires the Commissioner to maintain the total number of field offices and hearing offices that were in operation on January 20, 2025, after the moratorium ends and requires that, in considering future office closures, the Commissioner must consider potential transportation and communication barriers for individuals served by the office, provide significant advance notice to the public and members of Congress, and ensure opportunities for public input and appeals. Social Security Administration. Protecting Americans Social Security Data Act (H.R. 1877): Proposals to protect Americans from having their sensitive personal information politicized or bought and sold to the highest bidder by preventing Elon Musk, his associates, and political appointees from accessing sensitive data systems at SSA, codifying SSA data privacy requirements into law and strengthening oversight and civil penalties for any privacy and disclosure violations of Social Security beneficiaries personal information. Social Security Administration. The Improving Social Securitys Service to Victims of Identity Theft Act (S. 1666 and H.R. 5345): Proposal to improve 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 on Omitting Food from In-Kind Support and Maintenance Calculations, Docket No. SSA-2021-0014; Comments on Expanding the Rental Subsidy, Docket No. SSA-2023-0010; Comments on Intermediate Improvement to the Disability Adjudication Process Including How We Consider Past Work, Docket No. SSA-2023-0024; Comments on Rulemaking Expanding the Definition of a Public Assistance Household, Docket No. SSA-2023-0015; Comments on strengthening rule regarding the Use of Electronic Payroll Data to Improve Program Administration, Docket No. SSA-2016-0039. Social Security Administration. Comments submitted regarding Social Security Form SSA-827 proposal (Medical Record Collection Process) and the Disability Applicant Evidence Simplification Act (DAESA) draft. Social Security Administration. The creation of an online application for all SSI applicants, streamlining data collection to more effectively obtain treating source evidence, eliminating the reconsideration level of review, updating outdated occupational information, adding a robust online scheduling tool and ensuring comprehensive customer service for all individuals. Social Security Administration. Removing Barriers to Work for Disabled Americans Act (H.R. 8884). Proposals to reauthorize SSA demonstration projects intended to help Americans with disabilities re-enter the workforce, but this legislation does not include guardrails to prevent the Trump Administration from forcing our most vulnerable citizens off the disability roles. In light of this Administrations previous efforts to eviscerate the disability program (SSDI) through the mechanism of demonstration projects, budget proposals and regulatory changes, such guardrails are essential. Womens Retirement Security. The Womens Retirement Protection Act (S. 988 and H.R. 2023): Proposal to amend the Employee Retirement Income Security Act of 1974 to provide for greater spousal protection under defined contribution plans. Food Security for Seniors. Farm bill reauthorization (American Relief Act, P.L. 118-158, Division D) and the Farm, Food, and National Security Act of 2026 (H.R. 7567): Proposals to cut future Supplemental Nutrition Assistance Program (SNAP) benefits or other harmful policies that would worsen the problem of hunger for Americas older adults and other food insecure individuals.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":55646,"prefix":null,"prefix_display":null,"first_name":"MARIA","nickname":null,"middle_name":null,"last_name":"FREESE","suffix":null,"suffix_display":null},"covered_position":"Staff, U.S. House of Representatives; Staff, U.S. Senate Finance Committee","new":false}],"government_entities":[{"id":130,"name":"Administration on Aging"},{"id":11,"name":"Executive Office of the President (EOP)"},{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":37,"name":"Justice, Dept of (DOJ)"},{"id":38,"name":"Labor, Dept of (DOL)"},{"id":1,"name":"SENATE"},{"id":91,"name":"Social Security Administration (SSA)"},{"id":41,"name":"Treasury, Dept of"}]},{"general_issue_code":"BUD","general_issue_code_display":"Budget/Appropriations","description":"Budget: Concurrent Budget Resolution (S. Con. Res. 41): A concurrent resolution setting forth the congressional budget for the United States Government for fiscal year 2025 and setting forth the appropriate budgetary levels for fiscal years 2026 through 2034: The Six Penny Plan which would significantly harm the economy and force severe cuts in Medicare, Medicaid, Supplemental Nutrition Assistance Program (SNAP) and other federal programs vital to Americas seniors. Concurrent Budget Resolution (H. Con. Res. 14): provision in Section 406 including bipartisan reform of Medicare which would likely result in benefit cuts, provisions in Section 409 making employment a requirement for Medicaid eligibility, provisions in Section 414 establishing a fiscal commission intended to cut the earned benefits of American workers and retirees. Graham Substitute amendment to Concurrent Budget Resolution (H. Con. Res. 14) as considered in both the House and Senate: the use of current policy baseline to hide the cost from the American people of making permanent the Tax Cuts and Jobs Act (TCJA); the magnitude and distribution of the tax cuts envisioned in the resolution; spending cuts to Medicaid, SNAP, operating costs for the Social Security Administration (SSA), and other programs important to seniors such as homelessness prevention, home-delivered and community meals, transportation access, falls prevention, chronic disease management, resources on Alzheimers disease and related dementia, support to long-term care ombudsman and adult protective services addressing maltreatment, and critical funding in the Community Services Block Grant (CSBG), Community Development Block Grant (CDBG), Social Services Block Grant (SSBG), the Prevention and Public Health Fund (PPHF) and Low Income Home Energy Assistance Program (LIHEAP); opposing the resulting massive amounts of debt that threaten the future viability of earned benefit programs such as Social Security and Medicare; Senate Amendment 1341 to H. Con. Res. 14 by Senator Mazie Hirono raising a point of order against any bill, joint resolution, motion, amendment, amendment between the Houses, or conference report that would result in the disruption of Social Security benefits or interrupting services within the Social Security program, including any such disruption or interruption caused by infrastructure upgrades to the information technology infrastructure of SSA. Budget: Budget reconciliation bill (H.R. 1): A bill providing for reconciliation pursuant to title II of H. Con. Res. 14: Proposals that will result in massive cuts to programs critical to older Americans and their families as it enacts unprecedented cuts to fundamental programs that provide health care and essential services to lower- and moderate-income Americans, all to partially offset the cost of massive tax cuts that primarily benefit the wealthy and large, profitable corporations. H.R. 1 will add at least $3.4 trillion to the federal debt in the next decade, which will starve the U.S. of resources with the ultimate effect of providing a justification for later legislation that would cut the earned benefits Americans have paid for throughout their working lives - Social Security and Medicare. Specifically, the bill includes deep cuts to Medicaid, totaling around $1 trillion and representing four times the size of previous Medicaid cuts; around $180 billion in cuts to the SNAP, the largest cut in the programs history, and unless they are blocked by future legislation, will trigger PAYGO requirements in federal law which will result in a 4 percent sequestration of Medicare spending starting in 2026. Balanced Budget: Balanced Budget Amendment (H.J. Res. 139). A resolution proposing an amendment to the Constitution which would place a limitation on federal spending that would require a two-thirds supermajority to overcome except in the case of a declaration of war. The amendment would require a two-thirds supermajority to raise taxes but only a simple majority to cut taxes. If enacted, it would alter Congressional voting procedures to facilitate cutting taxes above all other priorities except spending on declared wars, thus increasing the likelihood that the fiscal policies adopted in coming decades will favor the well-off at the expense of middle- and low-income Americans. The resolution would also severely limit Social Security and Medicare Part A from drawing down Trust Fund reserves to pay retirement, disability and survivor benefits and hospitalization costs. Republican Study Committee (RSC): A Framework for the Next Reconciliation bill. Proposals to eliminate the enhanced tax credits available to low-income workers through the Affordable Care Act (ACA) and redirect the money into so-called Health Freedom Accounts, codify the TrumpRX program, a website which re-directs consumers to existing manufacturers discounts on brand-name prescription drugs; expand and codify Association Health Plans; enact additional cuts to Medicaid, SNAP, housing assistance and other government programs. Republican Study Committee (RSC) FY 2027 Budget: supports additional tax cuts that mostly benefit the wealthy and large, profitable corporations such as repealing the estate tax; endorses additional cuts to Medicaid and SNAP; expands Health Savings Accounts; reforms Medicare Advantage (MA) plans to lower expenditures; criticizes Social Security Cost-of-Living Adjustments (COLAs) as providing excessive benefits to seniors struggling to keep up with rising costs of living; endorses the use of the SSA database for purposes other than ensuring Americans receive their correct earned benefits; supports the replacement of the non-political civil service employees with political supporters of the Administration on a broad basis; eliminates funding for the Department of Labors (DOL) Senior Community Service Employment Program; reduces funding for the National Institutes of Health, the Centers for Disease Control and Prevention, Community Services Block Grants; and reduces funding for Rental Housing Assistance Programs, among other proposals that serve seniors and the disability community. Appropriations: Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act FY 2026 (S. 2587): Requesting funding for the Social Security Administration of at least 1.2 percent of benefits paid to restore customer service levels Americans have paid-for and earned; and request for adequate funding for Older Americans Act programs and other discretionary programs key to seniors, including programs proposed for massive funding reductions in the Presidents budget request, such as Elder Falls Prevention programs and the Alzheimers Disease Program Initiative, and programs targeted for elimination in the Presidents budget such as the Senior Community Service Employment Program (SCSEP), the Chronic Disease Self-Management Program (CDSMP), the Community Services Block Grant (CSBG), the Community Development Block Grant (CDBG), Low-Income Home Energy Assistance Program (LIHEAP), and the AmeriCorps Seniors programs (Retired & Senior Volunteer Program, Senior Companions Program and Foster Grandparent Program). Blocking Federal Program Payments. Stopping Fraudulent Payments Act (H.R. 8464): Proposals that uses extremely broad and vague language to allow any administration to stop, delay, or condition payments for programs it opposes, or in states it disfavors, using claims of fraudulent spending as a pretext to take away or hold up funding for critical programs authorized and appropriated by Congress. H.R. 8464 would legitimize the withholding of funds to reward favored individuals and groups while destroying those who do not agree with the actions of this or future administrations.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":55646,"prefix":null,"prefix_display":null,"first_name":"MARIA","nickname":null,"middle_name":null,"last_name":"FREESE","suffix":null,"suffix_display":null},"covered_position":"Staff, U.S. House of Representatives; Staff, U.S. Senate Finance Committee","new":false}],"government_entities":[{"id":11,"name":"Executive Office of the President (EOP)"},{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":18,"name":"Office of Management & Budget (OMB)"},{"id":1,"name":"SENATE"},{"id":91,"name":"Social Security Administration (SSA)"},{"id":41,"name":"Treasury, Dept of"}]},{"general_issue_code":"CIV","general_issue_code_display":"Civil Rights/Civil Liberties","description":"Age Discrimination. The Protecting Older Workers Against Discrimination Act (POWADA) (H.R. 3522 and S. 1820): 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 (POJA) Act (No bill): Proposal to prohibit employers from limiting, segregating or classifying job applicants based on an applicants age; Protecting Older Americans Act of 2025 (H.R. 5115 and S. 2703): Proposals to eliminate the current practice of employers utilizing forced arbitration to resolve age discrimination complaints, which would shift some of the leverage employers currently exert in these claims back to the workers themselves. The Paycheck Fairness Act (S. 1115 and H.R. 17): Proposal to prevent wage discrimination for occurring and helping women and their families secure the paychecks they have earned. Protecting Seniors from Fraud. (No bill). Urging Congress to examine whether federal law, including Section 230 of the Communications Decency Act, appropriately balances protections for online innovation with accountability when platforms knowingly profit from repeated scam activity targeting vulnerable populations, and to initiate a formal investigation exploring the numerous allegations against Meta-owned platforms, including Facebook and Instagram, raised by a recent report labeled SCAMBOOK: How Meta Helps Medicare Scammers Target Seniors, published by the Center for countering Digital Hate (CCDH).","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":55646,"prefix":null,"prefix_display":null,"first_name":"MARIA","nickname":null,"middle_name":null,"last_name":"FREESE","suffix":null,"suffix_display":null},"covered_position":"Staff, U.S. House of Representatives; Staff, U.S. Senate Finance Committee","new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":1,"name":"SENATE"}]},{"general_issue_code":"GOV","general_issue_code_display":"Government Issues","description":"Social Security and Medicare Trust Fund Committees. The Fiscal Commission Act (H.R. 3289 and S. 4012), the Fiscal Sustainability Act (No bill), the Sustainable Budget Act of 2025 (H.R. 222): Proposals to establish fiscal commissions to make recommendations that would likely include cuts to Social Security and Medicare benefits and would be fast-tracked through Congress outside of the regular legislative process. Voting Rights. (No bill): Proposals to require states to give every voter the option to vote by mail; and to require prepaid postage for all election materials and state-provided drop boxes for federal elections. Voting Rights. Safeguard American Voter Eligibility Act (SAVE) (H.R. 22), (SAVE America Act)(S. 1383, H.R. 7296): Proposals which significantly limits the ability of older Americans to vote in federal elections by severely restricting the types of documents acceptable to prove identity, requiring the presentation of this documentation in person, and needlessly requiring voters to re-prove their identities every time they renew their registrations. Federal District Court Injunctions. No Rogue Rulings Act (NORRA) (H.R. 1526): Proposals to limit federal district courts ability to issue nationwide injunctions against unlawful actions, thus destabilizing the checks and balances built into our constitutional system and putting the freedom of every American at risk. Office of Personnel Management: Comments on Proposed Rule, Improving Performance, Accountability and Responsiveness in the Civil Service, Docket ID: OPM-2025-0004, RIN: 3206-AO80: Comments on proposed rule that would severely undermine the career civil service that Congress has sought to protect and protect for more than 140 years, largely due to our concerns about the impact on seniors of politicizing the workforce at the Social Security Administration (SSA),the Center for Medicare and Medicaid Services (CMS) and other federal agencies which serve older Americans. Filing Tax Returns: Direct File Act of 2026 (S. 3948 and H.R. 7806). A bill to reverse the Trump Administrations decision to end the Direct File program and codify it into law, thus allowing taxpayers to file their taxes online, for fee, and directly with the IRS, saving families time and money by cutting out the middleman.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":55646,"prefix":null,"prefix_display":null,"first_name":"MARIA","nickname":null,"middle_name":null,"last_name":"FREESE","suffix":null,"suffix_display":null},"covered_position":"Staff, U.S. House of Representatives; Staff, U.S. Senate Finance Committee","new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":81,"name":"Office of Personnel Management (OPM)"},{"id":1,"name":"SENATE"},{"id":91,"name":"Social Security Administration (SSA)"}]}],"conviction_disclosures":[],"foreign_entities":[],"affiliated_organizations":[]},{"url":"https://lda.gov/api/v1/filings/04f8c964-0e92-4805-9db8-77330bb9b486/","filing_uuid":"04f8c964-0e92-4805-9db8-77330bb9b486","filing_type":"Q2","filing_type_display":"2nd Quarter - Report","filing_year":2026,"filing_period":"second_quarter","filing_period_display":"2nd Quarter (Apr 1 - June 30)","filing_document_url":"https://lda.gov/filings/public/filing/04f8c964-0e92-4805-9db8-77330bb9b486/print/","filing_document_content_type":"text/html","income":null,"expenses":"428151.00","expenses_method":"A","expenses_method_display":"A","posted_by_name":"BRIAN H. 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Draft asbestos ban legislation and general lobbying with regard to asbestos and talc. General lobbying on ending the use of forced arbitration for consumers, patients, service members, and workers and on draft legislation to end the use of forced arbitration. General lobbying with regard to forced arbitration in nursing homes and with regard to corporate accountability in nursing homes. General lobbying with regard to the testing of talc for asbestos/Chrysotile rule. General lobbying with regard to FIFRA preemption. General lobbying with regard to glyphosate safety. Agricultural Labeling Uniformity Act. H.R.6212 - Good Samaritan Menstrual Products Act with specific regard to liability immunity. General lobbying on right to repair wheelchairs. H.R. 1354 Justice for All Act of 2025. S. 346 Knife Ownership Protection Act of 2025. H.R. 60 Knife Ownership Protection Act of 2025. S.246 - Interstate Transport Act of 2025. General lobbying with regard to the vaccine injury compensation program. H.R.2300 To ensure national uniformity with respect to certain requirements relating to preterm infant formula, and for other purposes. H.R. 4121 Agriculture, Rural Development, Food and Drug Administration, and Related Agencies Appropriations Act, 2026. S. 2324 Pesticide Injury Accountability Act of 2025. H.R.4754 Department of the Interior, Environment, and Related Agencies Appropriations Act, 2026 with specific regard to issues relating to the Environmental Protection Agency. S.2431 Department of the Interior, Environment, and Related Agencies Appropriations Act, 2026 with specific regard to issues relating to the Environmental Protection Agency. S.2703 Protecting Older Americans Act of 2025. H.R.5115 Protecting Older Americans Act of 2025. S.2811 Alan Reinstein Ban Asbestos Now Act of 2025. H.R.5373 Alan Reinstein Ban Asbestos Now Act of 2025. H.R.5350 FAIR Act of 2025. S. 2799 FAIR Act of 2025. H.R.3548 Infrastructure Expansion Act of 2025. H.R. 5437 - Protection of Lawful Commerce in Stone Slab Products Act. General lobbying on TSCA reauthorization. H.R.6172 - Ending Forced Arbitration of Race Discrimination Act of 2025. S.3243 - Ending Forced Arbitration of Race Discrimination Act of 2025. S.3966 - TREY'S Law. H.R.6453 - ADA 30 Days to Comply Act. H.R.7567 - Farm, Food, and National Security Act of 2026 with specific regard to civil justice issues. Draft legislation on the CLAIM Act. H.R.7601 - No Immunity for Glyphosate Act. Draft legislation on rideshare safety. Draft legislation on CERCLA immunity. Draft legislation on preemption determinations pertaining to the transportation of hazardous materials. S.4940 - Specialized Infant Formula Protection Act.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":42545,"prefix":"ms","prefix_display":"MS.","first_name":"LINDA","nickname":null,"middle_name":"APRIL","last_name":"LIPSEN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":42547,"prefix":null,"prefix_display":null,"first_name":"JULIA","nickname":null,"middle_name":null,"last_name":"DUNCAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":116066,"prefix":null,"prefix_display":null,"first_name":"VICTOR","nickname":null,"middle_name":"IMANI","last_name":"DIAZ","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":147193,"prefix":"ms","prefix_display":"MS.","first_name":"HEATHER","nickname":null,"middle_name":"KATRINA","last_name":"SAGER","suffix":null,"suffix_display":null},"covered_position":"Rep. 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General lobbying on shareholder forced arbitration and forum selection clauses in corporate bylaws. General lobbying with regard to the use of forced arbitration in financial services and by big banks. General lobbying with regard to SEC nominations. General lobbying with regard to Consumer Financial Protection Bureau (CFPB). General lobbying with regard to cryptocurrency. General lobbying on shareholder proposals impacting corporate accountability and undermining shareholder rights. Draft Senate FSGG appropriations bill. General lobbying with regard to digital commodities. S. 424 Retirement Fairness for Charities and Educational Institutions Act of 2025. H.R. 1013 Retirement Fairness for Charities and Educational Institutions Act of 2025. H.R. 3633 CLARITY Act. General lobbying on SEC and forced shareholder arbitration. Draft legislation on digital asset market structure. H.R.5775 - FCRA Liability Harmonization Act. S.3755 - Digital Commodity Intermediaries Act. Draft legislation repealing Dodd-Frank authorities. H.R.3633 - Digital Asset Market Clarity Act of 2025. S.3755 - Digital Commodity Intermediaries Act. Draft legislation on earned wage access. H.R.4171 - SEED Act of 2025. H.R.7127 - Restoring the Secondary Trading Market Act. Draft legislation on reforming the Gramm-Leach-Bliley Act of 1999. H.R.8141 - Fair Credit Reporting Reseller Accuracy Act. H.R.9330 - Earned Wage Access Consumer Protection Act.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":42545,"prefix":"ms","prefix_display":"MS.","first_name":"LINDA","nickname":null,"middle_name":"APRIL","last_name":"LIPSEN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":42547,"prefix":null,"prefix_display":null,"first_name":"JULIA","nickname":null,"middle_name":null,"last_name":"DUNCAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":116066,"prefix":null,"prefix_display":null,"first_name":"VICTOR","nickname":null,"middle_name":"IMANI","last_name":"DIAZ","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":68909,"prefix":null,"prefix_display":null,"first_name":"DANIEL","nickname":null,"middle_name":"MARK","last_name":"HINKLE","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":142639,"prefix":null,"prefix_display":null,"first_name":"CHARLOTTE","nickname":null,"middle_name":null,"last_name":"MCBIRNEY","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":151792,"prefix":null,"prefix_display":null,"first_name":"ELIZABETH","nickname":null,"middle_name":null,"last_name":"FARRAR","suffix":null,"suffix_display":null},"covered_position":"Staff Dir, Dep Staff Dir-Sen Rules Cmte; Dep CoS, Leg Dir-Sen Klobuchar; Chief Counsel, Counsel-Sen Jud Cmte (Klobuchar); Health Counsel-Rep DeGette; Leg Aide-Sen HELP Subcmte (Hagan); Leg Corr-Sen Hagan; Law Clerk-Sen HELP Cmte; Intern-Rep Etheridge","new":false},{"lobbyist":{"id":154873,"prefix":"mr","prefix_display":"MR.","first_name":"STEPHEN","nickname":null,"middle_name":null,"last_name":"COFFEY","suffix":null,"suffix_display":null},"covered_position":"Rep. 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General lobbying on whistleblower issues. H.R. 1109 Litigation Transparency Fairness Act of 2025. H.R. 1702 JUDGES Act of 2025. H.R. 1929 JUDGES Act of 2025. H.R. 1526 No Rogue Rulings Act. General lobbying as to restrictions on nationwide injunctions. General lobbying as to payment of attorney's fees. H.R. 1732 Guard VA Benefits Act. General lobbying on veteran benefits. General lobbying on private equity and veterans' healthcare. General lobbying as to judicial forum selection and case assignments. General lobbying on accountability for violations of Congressional Budget and Impoundment Control Act. H.R. 2444 Promoting Resilient Supply Chains Act of 2025. S. 1099 Nationwide Injunction Abuse Prevention Act of 2025. H.R. 1789 PEPPER Act. H.R. 1 One Big Beautiful Bill Act with specific regard to civil justice issues, including the AI moratorium. Draft legislation on executive expenditures. H.R. 2675 Protecting Our Courts from Foreign Manipulation Act of 2025. H.R. 3454 Protecting Our Constitution and Communities Act. S. 1206 Judicial Relief and Clarification Act of 2025. S. 1099 The Nationwide Injunction Abuse Prevention Act of 2025. S. 1090 Restraining Judicial Insurrectionist Act of 2025. S. 524 Coast Guard Authorization Act of 2025. H.R.3838 Streamlining Procurement for Effective Execution and Delivery and National Defense Authorization Act for Fiscal Year 2026 with specific regard to liability immunity. H.R.6938 - Commerce, Justice, Science; Energy and Water Development; and Interior and Environment Appropriations Act, 2026. H.R.7934 - Settlement Agreement Information Database Act of 2026. H.R.7148 - Consolidated Appropriations Act, 2026. H.R.7015 - Protecting TPLF From Abuse Act. Draft legislation on service member sexual assault. Draft legislation on the GUARD Act. H.R.8800 - National Defense Authorization Act for Fiscal Year 2027 with specific regard to civil justice issues. General lobbying with regard to reforms to the Department of Justice's Judgment Fund.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":42545,"prefix":"ms","prefix_display":"MS.","first_name":"LINDA","nickname":null,"middle_name":"APRIL","last_name":"LIPSEN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":42548,"prefix":null,"prefix_display":null,"first_name":"SUSAN","nickname":null,"middle_name":null,"last_name":"STEINMAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":42547,"prefix":null,"prefix_display":null,"first_name":"JULIA","nickname":null,"middle_name":null,"last_name":"DUNCAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":116066,"prefix":null,"prefix_display":null,"first_name":"VICTOR","nickname":null,"middle_name":"IMANI","last_name":"DIAZ","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":147193,"prefix":"ms","prefix_display":"MS.","first_name":"HEATHER","nickname":null,"middle_name":"KATRINA","last_name":"SAGER","suffix":null,"suffix_display":null},"covered_position":"Rep. 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H.R.2988 - Protecting Prudent Investment of Retirement Savings Act. H.R.5169 - Retire through Ownership Act. H.R.4624 - Muhammad Ali American Boxing Revival Act of 2026. S.4668 - Protect College Sports Act of 2026. H.R.9137 - Protect College Sports Act of 2026.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":42545,"prefix":"ms","prefix_display":"MS.","first_name":"LINDA","nickname":null,"middle_name":"APRIL","last_name":"LIPSEN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":42547,"prefix":null,"prefix_display":null,"first_name":"JULIA","nickname":null,"middle_name":null,"last_name":"DUNCAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":116066,"prefix":null,"prefix_display":null,"first_name":"VICTOR","nickname":null,"middle_name":"IMANI","last_name":"DIAZ","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":68909,"prefix":null,"prefix_display":null,"first_name":"DANIEL","nickname":null,"middle_name":"MARK","last_name":"HINKLE","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":142639,"prefix":null,"prefix_display":null,"first_name":"CHARLOTTE","nickname":null,"middle_name":null,"last_name":"MCBIRNEY","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":151792,"prefix":null,"prefix_display":null,"first_name":"ELIZABETH","nickname":null,"middle_name":null,"last_name":"FARRAR","suffix":null,"suffix_display":null},"covered_position":"Staff Dir, Dep Staff Dir-Sen Rules Cmte; Dep CoS, Leg Dir-Sen Klobuchar; Chief Counsel, Counsel-Sen Jud Cmte (Klobuchar); Health Counsel-Rep DeGette; Leg Aide-Sen HELP Subcmte (Hagan); Leg Corr-Sen Hagan; Law Clerk-Sen HELP Cmte; Intern-Rep Etheridge","new":false},{"lobbyist":{"id":154873,"prefix":"mr","prefix_display":"MR.","first_name":"STEPHEN","nickname":null,"middle_name":null,"last_name":"COFFEY","suffix":null,"suffix_display":null},"covered_position":"Rep. Gene Green, Legal Intern; Rep. Matt Cartwright, Deputy Chief of Staff and House Appropriations Committee Associate Staff","new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":1,"name":"SENATE"}]},{"general_issue_code":"SCI","general_issue_code_display":"Science/Technology","description":"General lobbying related to liability issues and child sexual abuse material and kids online safety and on Section 230 reform. S. 836 Children and Teens Online Privacy Protection Act. Draft legislation on privacy. Draft legislation on data breach notification rules. Draft legislation on data privacy and security. Draft legislation on child privacy rules. Draft legislation on chatbots and online safety. General lobbying with regard to artificial intelligence and on draft artificial intelligence legislation with regard to liability. General lobbying with regard to the use of forced arbitration by tech platforms and in terms of service. General lobbying on accountability for social media platforms for drug trafficking. General lobbying on legal standards for advanced artificial intelligence products. H.R 2481 Romance Scam Prevention Act. S. 841 Romance Scam Prevention Act. H.R. 1941 Preventing Deepfakes of Intimate Images Act. S. 278 Kids off Social Media Act. S. 281 TICKET Act. S. 1829 STOP CSAM Act of 2025. H.R. 3921 STOP CSAM Act of 2025. S. 1748 Kids Online Safety Act. S. 1367 NO FAKES Act of 2025. H.R. 2794 NO FAKES Act of 2025. S. 1291 Protecting Kids on Social Media Act. H.R. 6149 Protecting Kids on Social Media Act. S. 146 TAKE IT DOWN Act. H.R. 633 TAKE IT DOWN Act. S.2937 AI LEAD Act. S.3023 - Safe Cloud Storage Act. H.R.6484 - Kids Online Safety Act. H.R.6291 - Children and Teens Online Privacy Protection Act. H.R.6265 - Safer GAMING Act. H.R.6273 - SPY Kids Act. H.R.6253 - Algorithmic Transparency and Choice Act. H.R.6489 - SAFE BOTs Act. H.R.6257 - SMK Act of 2025. H.R.3149 - App Store Accountability Act. H.R.6333 - Parents Over Platforms Act. H.R.6488 - RESET Act. S.3546 - A bill to repeal section 230 of the Communications Act of 1934. H.R.5511 - Algorithmic Accountability Act of 2025. S.3062 - GUARD Act. S.1586 - App Store Accountability Act. H.R.7757 - KIDS Act. S.4407 - CHATBOT Act. S.4349 - Parents Over Platforms Act. S.4199 - Youth AI Privacy Act. H.R.8413 - SECURE Data Act. 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Gene Green, Legal Intern; Rep. Matt Cartwright, Deputy Chief of Staff and House Appropriations Committee Associate Staff","new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":1,"name":"SENATE"}]},{"general_issue_code":"HCR","general_issue_code_display":"Health Issues","description":"H.R.2049 Access to Family Building Act. H.R.6084 - ERISA Litigation Reform Act. H.R.1466 - Cardiac Arrest Survival Act of 2025. Honor Our Promise to Veterans Act of 2025. Draft legislation on vaccine injury compensation programs. Draft legislation on the Vaccine Injury Compensation Modernization Act.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":42545,"prefix":"ms","prefix_display":"MS.","first_name":"LINDA","nickname":null,"middle_name":"APRIL","last_name":"LIPSEN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":42547,"prefix":null,"prefix_display":null,"first_name":"JULIA","nickname":null,"middle_name":null,"last_name":"DUNCAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":116066,"prefix":null,"prefix_display":null,"first_name":"VICTOR","nickname":null,"middle_name":"IMANI","last_name":"DIAZ","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":142639,"prefix":null,"prefix_display":null,"first_name":"CHARLOTTE","nickname":null,"middle_name":null,"last_name":"MCBIRNEY","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":68909,"prefix":null,"prefix_display":null,"first_name":"DANIEL","nickname":null,"middle_name":"MARK","last_name":"HINKLE","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":151792,"prefix":null,"prefix_display":null,"first_name":"ELIZABETH","nickname":null,"middle_name":null,"last_name":"FARRAR","suffix":null,"suffix_display":null},"covered_position":"Staff Dir, Dep Staff Dir-Sen Rules Cmte; Dep CoS, Leg Dir-Sen Klobuchar; Chief Counsel, Counsel-Sen Jud Cmte (Klobuchar); Health Counsel-Rep DeGette; Leg Aide-Sen HELP Subcmte (Hagan); Leg Corr-Sen Hagan; Law Clerk-Sen HELP Cmte; Intern-Rep Etheridge","new":false},{"lobbyist":{"id":42548,"prefix":null,"prefix_display":null,"first_name":"SUSAN","nickname":null,"middle_name":null,"last_name":"STEINMAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":154873,"prefix":"mr","prefix_display":"MR.","first_name":"STEPHEN","nickname":null,"middle_name":null,"last_name":"COFFEY","suffix":null,"suffix_display":null},"covered_position":"Rep. 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Con. Res. 41): A concurrent resolution setting forth the congressional budget for the United States Government for fiscal year 2025 and setting forth the appropriate budgetary levels for fiscal years 2026 through 2034: The Six Penny Plan which would significantly harm the economy and force severe cuts in Medicare, Medicaid, Supplemental Nutrition Assistance Program (SNAP) and other federal programs vital to Americas seniors. Concurrent Budget Resolution (H. Con. Res. 14): provision in Section 406 including bipartisan reform of Medicare which would likely result in benefit cuts, provisions in Section 409 making employment a requirement for Medicaid eligibility, provisions in Section 414 establishing a fiscal commission intended to cut the earned benefits of American workers and retirees. Graham Substitute amendment to Concurrent Budget Resolution (H. Con. Res. 14) as considered in both the House and Senate: the use of current policy baseline to hide the cost from the American people of making permanent the Tax Cuts and Jobs Act (TCJA); the magnitude and distribution of the tax cuts envisioned in the resolution; spending cuts to Medicaid, SNAP, operating costs for the Social Security Administration (SSA), and other programs important to seniors such as homelessness prevention, home-delivered and community meals, transportation access, falls prevention, chronic disease management, resources on Alzheimers disease and related dementia, support to long-term care ombudsman and adult protective services addressing maltreatment, and critical funding in the Community Services Block Grant (CSBG), Community Development Block Grant (CDBG), Social Services Block Grant (SSBG), the Prevention and Public Health Fund (PPHF) and Low Income Home Energy Assistance Program (LIHEAP); opposing the resulting massive amounts of debt that threaten the future viability of earned benefit programs such as Social Security and Medicare; Senate Amendment 1341 to H. Con. Res. 14 by Senator Mazie Hirono raising a point of order against any bill, joint resolution, motion, amendment, amendment between the Houses, or conference report that would result in the disruption of Social Security benefits or interrupting services within the Social Security program, including any such disruption or interruption caused by infrastructure upgrades to the information technology infrastructure of SSA. Budget: Budget reconciliation bill (H.R. 1): A bill providing for reconciliation pursuant to title II of H. Con. Res. 14: Proposals that will result in massive cuts to programs critical to older Americans and their families as it enacts unprecedented cuts to fundamental programs that provide health care and essential services to lower- and moderate-income Americans, all to partially offset the cost of massive tax cuts that primarily benefit the wealthy and large, profitable corporations. H.R. 1 will add at least $3.4 trillion to the federal debt in the next decade, which will starve the U.S. of resources with the ultimate effect of providing a justification for later legislation that would cut the earned benefits Americans have paid for throughout their working lives - Social Security and Medicare. Specifically, the bill includes deep cuts to Medicaid, totaling around $1 trillion and representing four times the size of previous Medicaid cuts; around $180 billion in cuts to the SNAP, the largest cut in the programs history, and unless they are blocked by future legislation, will trigger PAYGO requirements in federal law which will result in a 4 percent sequestration of Medicare spending starting in 2026. Balanced Budget: Balanced Budget Amendment (H.J. Res. 139). A resolution proposing an amendment to the Constitution which would place a limitation on federal spending that would require a two-thirds supermajority to overcome except in the case of a declaration of war. The amendment would require a two-thirds supermajority to raise taxes but only a simple majority to cut taxes. If enacted, it would alter Congressional voting procedures to facilitate cutting taxes above all other priorities except spending on declared wars, thus increasing the likelihood that the fiscal policies adopted in coming decades will favor the well-off at the expense of middle- and low-income Americans. The resolution would also severely limit Social Security and Medicare Part A from drawing down Trust Fund reserves to pay retirement, disability and survivor benefits and hospitalization costs. Republican Study Committee (RSC): A Framework for the Next Reconciliation bill. Proposals to eliminate the enhanced tax credits available to low-income workers through the Affordable Care Act (ACA) and redirect the money into so-called Health Freedom Accounts, codify the TrumpRX program, a website which re-directs consumers to existing manufacturers discounts on brand-name prescription drugs; expand and codify Association Health Plans; enact additional cuts to Medicaid, SNAP, housing assistance and other government programs. Republican Study Committee (RSC) FY 2027 Budget: supports additional tax cuts that mostly benefit the wealthy and large, profitable corporations such as repealing the estate tax; endorses additional cuts to Medicaid and SNAP; expands Health Savings Accounts; reforms Medicare Advantage (MA) plans to lower expenditures; criticizes Social Security Cost-of-Living Adjustments (COLAs) as providing excessive benefits to seniors struggling to keep up with rising costs of living; endorses the use of the SSA database for purposes other than ensuring Americans receive their correct earned benefits; supports the replacement of the non-political civil service employees with political supporters of the Administration on a broad basis; eliminates funding for the Department of Labors (DOL) Senior Community Service Employment Program; reduces funding for the National Institutes of Health, the Centers for Disease Control and Prevention, Community Services Block Grants; and reduces funding for Rental Housing Assistance Programs, among other proposals that serve seniors and the disability community. Appropriations: Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act FY 2026 (S. 2587): Requesting funding for the Social Security Administration of at least 1.2 percent of benefits paid to restore customer service levels Americans have paid-for and earned; and request for adequate funding for Older Americans Act programs and other discretionary programs key to seniors, including programs proposed for massive funding reductions in the Presidents budget request, such as Elder Falls Prevention programs and the Alzheimers Disease Program Initiative, and programs targeted for elimination in the Presidents budget such as the Senior Community Service Employment Program (SCSEP), the Chronic Disease Self-Management Program (CDSMP), the Community Services Block Grant (CSBG), the Community Development Block Grant (CDBG), Low-Income Home Energy Assistance Program (LIHEAP), and the AmeriCorps Seniors programs (Retired & Senior Volunteer Program, Senior Companions Program and Foster Grandparent Program). Blocking Federal Program Payments. Stopping Fraudulent Payments Act (H.R. 8464): Proposals that usesextremely broad and vague language toallow any administration so stop, delay, or condition payments for programs it opposes, or in states it disfavors, using claims of fraudulent spending as a pretext to take away or hold up funding for critical programs authorized and appropriated by Congress. H.R. 8464 would legitimize the withholding of funds to reward favored individuals and groups while destroying those who do not agree with the actions of this or future administrations.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":32032,"prefix":null,"prefix_display":null,"first_name":"MAX","nickname":null,"middle_name":null,"last_name":"RICHTMAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":55476,"prefix":null,"prefix_display":null,"first_name":"DAN","nickname":null,"middle_name":null,"last_name":"ADCOCK","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":143815,"prefix":"ms","prefix_display":"MS.","first_name":"ANNE","nickname":null,"middle_name":"HEATH","last_name":"MONTGOMERY","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":150524,"prefix":null,"prefix_display":null,"first_name":"LUCAS","nickname":null,"middle_name":null,"last_name":"WARREN","suffix":null,"suffix_display":null},"covered_position":null,"new":true}],"government_entities":[{"id":11,"name":"Executive Office of the President (EOP)"},{"id":34,"name":"Health & Human Services, Dept of (HHS)"},{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":18,"name":"Office of Management & Budget (OMB)"},{"id":1,"name":"SENATE"},{"id":91,"name":"Social Security Administration (SSA)"},{"id":41,"name":"Treasury, Dept of"}]},{"general_issue_code":"MMM","general_issue_code_display":"Medicare/Medicaid","description":"Medicare Observation Stays. The Improving Access to Medicare Coverage Act (H.R. 3954): Proposals to count time spent in observation status toward the three-day prior inpatient stay required under Medicare for coverage of a subsequent stay in a skilled nursing facility. Medicare Drug Costs. The Pharmaceutical Research Transparency Act (No bill): Proposal to amend the Public Health Service Act and the Security Exchange Act to require pharmaceutical manufacturers to report their costs related to clinical trials and research and development. Medicare Prescription Drugs. Drug Costs. Inflation Reduction Act (Public Law No: 117-169): Law to allow Medicare to negotiate prices with drug makers, cap prices at inflation in Part B and D, cap beneficiary out-of-pocket costs in Part D, eliminate cost-sharing for vaccines, eliminate cost-sharing in the catastrophic phase of Part D, and to raise the income threshold for the Low-Income Subsidy program offering assistance in paying for drugs. Medicare Prescription Drugs. (No bill): A regulatory proposal encouraging the Secretaries of the Departments of Health and Human Services (HHS) and Commerce to exercise march in rights that would aim to better control the pricing of prescription drugs. Medicare Prescription Drugs. (No bill): An HHS regulatory proposal to ensure robust negotiation rules and processes that aim to curtail the cost of certain prescription drugs, as authorized by the Inflation Reduction Act (Public Law No: 117-169). Medicare and Medicaid Prescription Drugs. (No bill): Joined comments with 19 other organizations urging HHS to use its existing authority to license competition in order to lower consumer and taxpayer costs for semaglutide drugs treating diabetes and weight management (e.g., Ozempic and Wegovy). Medicare Savings Program and Low-Income Subsidy (LIS) Programs. (No bill): Proposals to make enrollment of dually eligible individuals in the Medicare Savings Programs (MSP) and the LIS program easier, so that low-income beneficiaries can more readily access financial assistance for Medicare copayments, premiums and deductibles, and to be able to access needed medications at prices they can afford. Medicare Reform. The Assuring Medicares Promise Act (H.R. 609): Proposals to close the loophole for wealthy individuals who bypass paying net investment income tax (NIIT) and directing the revenue to the Hospital Insurance Trust Fund, which pays for Medicare Part A that covers inpatient care in hospitals, and to the Social Security Trust Funds. Medicare Dental, Hearing and Vision Coverage. Medicare Dental, Vision, and Hearing Benefit Act of 2025 (H.R. 2045): Proposal to add dental, vision and hearing benefits to Medicare. Medicare Hearing Coverage: The Medicare Hearing Aid Coverage Act of 2025 (H.R. 500): Proposals to add hearing benefits to Medicare. Medicare Advantage (MA). (No bill): Proposals to create transparency around Medicare Advantage plans using prior authorization and supplemental benefits that are not offered under traditional Medicare. Medicare Advantage. (No bill): Proposals to apply a higher coding adjustment factor to fully account for intensive upcoding by MA plans and to exclude certain information for MA risk adjustment scores and payments; to use two years of traditional Medicare and MA diagnostic data for calculating MA risk-adjusted payments; and to promulgate more fundamental changes to the Hierarchical Condition Category (HCC) risk adjustment model. Medicare Advantage. (H.R. 3467) Proposal to make Medicare Advantage plans the default choice during initial enrollment periods. Medicare Privatization (No bill): Proposals to create policies in traditional Medicare that mimic those used by private health insurance plans. Medicaid. The HCBS Access Act (H.R. 8540): Proposals to expand Medicaid home and community-based services (HCBS) by elevating them to a mandatory entitlement. H.R. 8540 would reduce waitlists and guarantee seniors and individuals with disabilities a choice between home care and institutional care. Would also establish new grant programs and a technical assistance center to improve the wages, benefits, and training pathways for the direct care workforce. Medicare, Medicaid and Social Security. The Alleviating Barriers for Caregivers (ABC) Act (H.R. 2491 and S. 1227): Proposals would require HHS and SSA to review application processes, procedures, forms, and communications for Medicare, Medicaid, Childrens Health Insurance Program, and Social Security programs in order to reduce administrative barriers facing family caregivers. The bill requires agencies to identify and report to Congress on actions that can be taken to streamline eligibility and assistance for family caregivers within existing programs. Medicare, Medicaid Nursing Homes. The Protecting Americas Seniors Access to Care Act (H.R. 1303): Proposal to prohibit the HHS Secretary from promulgating national staffing standards in nursing homes. Medicare, Medicaid Nursing Homes. The Safe Staffing Saves Lives Act (H.R. 8100): Proposal to establish mandatory, statutory, minimum nurse staffing standards in nursing homes to ensure at least 4.1 hours of total nursing care per resident per day. Medicare, Medicaid Nursing Homes. The Nurses Belong in Nursing Homes Act (S. 3886): Proposal aims to establish federal minimum staffing standards, specifically requiring 3.48 hours per resident per day (HPRD) of total nursing care and 24/7 on-site Registered Nurse (RN) coverage. Medicare, Medicaid Nursing homes. The Safe Staffing Saves Lives Act (H.R. 8100): Proposals to establish a minimum of 4.1 hours of direct nursing home care per resident per day, and a Registered Nurse on duty on-site 24/7. Adds penalties for facilities failing to meet required minimums. Medicare, Medicaid Nursing Homes. The Building Americas Health Care Workforce Act (No bill): Proposal to allow time spent working in a nursing home (prior to any formal training, and permitted during the COVID-19 pandemic) to count toward a 75-hour minimum federal training standard that is required for certified nursing assistants. Medicare, Medicaid Nursing Homes. The Ensuring Seniors Access to Quality Care Act (H.R. 7096): Proposal to repeal regulations that prohibit certified nursing assistant training and competency evaluation programs in skilled nursing facilities that have a record of health and safety deficiencies and have incurred penalties (e.g., civil monetary penalties for substandard quality of care). Medicare Treatment for Osteoporosis (No bill): Support for making payment revisions to the 2026 Physician Fee Schedule that would accelerate treatment improvements for beneficiaries with osteoporosis and help prevent repeat fractures. Medicare and Medicaid Waste, Fraud and Abuse (No bill): Submitted comments with other organizations to a CMS Request for Information (RFI) Related to Comprehensive Regulations To Uncover Suspicious Healthcare (CRUSH), 91 Fed. Reg. 9803 (February 27, 2026) CMS-6098-NC. Medicaid Work Requirements Affecting Eligibility (No bill): Submitted comments with other organizations to request CMS to clarify in regulations that people with disabilities, older adults, and caregivers are exempt from the Medicaid working requirements in P.L. 119-21. Health Insurance. Health Insurance Premium Fairness Act (H.R. 6455). Proposal to close loophole that penalizes couples with one spouse in Medicare and one receiving health care through Affordable Care Act (ACA) exchanges, by allowing for subtraction of Medicare premiums from the maximum premium paid for a marketplace plan. Health Insurance. (H.R. 1834). Proposals to extend the Enhanced Premium Tax Credits for ACA marketplace health insurance plans. Health Insurance. The Lower Health Care Premiums for All Americans Act (H.R. 6703) Proposals to weakening consumer protections and destabilizing markets by allowing skimpier, less‑regulated plans that can cherry‑pick healthier groups and leave higher‑cost enrollees in the ACA‑regulated small‑group and individual markets with higher premiums. Medicaid and Health Insurance. Protecting Health Care and Lowering Costs Act (S. 2556, H.R. 4849): Proposals to restore massive funding cuts to Medicaid that were included in the 2025 budget reconciliation law, and to make permanent ACA enhanced premium tax credits. Medicare. The Medicare Cost Cap Act (S. 4886): Proposals to add a $5,000 annual cap on out-of-pocket costs for traditional Medicare (Part A and Part B) beneficiaries. Would require Medicare to pay 100 percent of covered health care costs once the $5,000 cap is reached.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":32032,"prefix":null,"prefix_display":null,"first_name":"MAX","nickname":null,"middle_name":null,"last_name":"RICHTMAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":55476,"prefix":null,"prefix_display":null,"first_name":"DAN","nickname":null,"middle_name":null,"last_name":"ADCOCK","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":143815,"prefix":"ms","prefix_display":"MS.","first_name":"ANNE","nickname":null,"middle_name":"HEATH","last_name":"MONTGOMERY","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":150524,"prefix":null,"prefix_display":null,"first_name":"LUCAS","nickname":null,"middle_name":null,"last_name":"WARREN","suffix":null,"suffix_display":null},"covered_position":null,"new":true}],"government_entities":[{"id":130,"name":"Administration on Aging"},{"id":136,"name":"Centers For Medicare and Medicaid Services (CMS)"},{"id":24,"name":"Commerce, Dept of (DOC)"},{"id":11,"name":"Executive Office of the President (EOP)"},{"id":135,"name":"Food & Drug Administration (FDA)"},{"id":34,"name":"Health & Human Services, Dept of (HHS)"},{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":1,"name":"SENATE"}]},{"general_issue_code":"RET","general_issue_code_display":"Retirement","description":"Older Americans Act Reauthorization. The Older Americans Act Reauthorization Act (S. 2120): Proposals to reauthorize the Older Americans Act (OAA) of 1965 and to increase the authorization of appropriations for OAA programs, which is the major federal discretionary funding source for home and community-based services for older adults and their caregivers. Programs supported through the OAA include home-delivered and congregate nutrition services, in-home supportive services, transportation, caregiver support, community service employment, health and wellness programs, the long-term care ombudsman program, services to prevent the abuse, neglect, and exploitation of older adults, and other supportive services. Social Security Cost of Living Adjustment (COLA). The Fair COLA for Seniors Act (No bill) and the Social Security Cost of Living Increase Act (No bill): Proposals to adopt the Consumer Price Index for the Elderly (CPI-E) for the purpose of determining COLAs for Social Security beneficiaries; the Boosting Benefits and COLAs for Seniors Act (S. 3059): Proposal to calculate COLAs using the current Consumer Price Index for Urban Wage Earners and Clerical Workers (CPI-W) or the Consumer Price Index for the Elderly (CPI-E), whichever is greater. Social Security Expansion. The Social Security 2100 Act (No bill): 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. 770 and H.R. 1700): Proposals to enhance Social Security benefits and ensure the long-term solvency of the Social Security program. The Strengthening Social Security Act (H.R. 9296): Proposals to extend the solvency of the Social Security Trust Funds and improve benefits. The Safeguarding American Families & Expanding Social Security Act (S. 3462 and H.R. 9415): Proposals to update and modernize Social Security benefits and to extend solvency of the Social Security Trust Funds. The Protecting and Preserving Social Security Act (S. 2614 and H.R. 4968): Proposals 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. The Protecting Our Widows and Widowers in Retirement Act (No bill): Proposals to improve benefits for widows and widowers in two-income households. The Surviving Widow(er) Income Fair Treatment Act (SWIFT Act) (S. 3255): Proposal to increase survivors benefits for disabled widows, widowers, and surviving divorced spouses; Social Security Enhancement and Protection Act (H.R. 3517): Proposal would improve Social Security benefits by increasing the Special Minimum Benefit, boosting benefits for seniors who have on the Social Security rolls for a long period of time, restore student benefits to age 26 and extend the life of the Trust Funds by eliminating the cap on Social Security benefits and phasing-in an increase in the payroll tax rate. The Social Security Survivor Benefits Equity Act (H.R. 6424 and S. 3357): Proposal to increase the lump-sum benefit amount payable upon the death of a beneficiary to take into account inflation. Social Security Funding. The Medicare and Social Security Fair Share Act (H.R. 3271 and S. 1690): Proposals to close the loophole for wealthy individuals who bypass paying the 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. Cutting Social Security by Raising the Retirement Age. Affirming the Presidents Promise Not to Raise the Social Security and Medicare Retirement Age (H. Res. 657): House Resolution opposing raising Social Security or Medicare eligibility age. Caregiver Social Security Credits. The Social Security Caregiver Credits Act (S. 4396 and H.R. 8490): 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 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): Proposal 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. (H.R. 2999, H.R. 2142 and S. 1023): 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 through no fault of their own. 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 (No bill): Proposal 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 (S. 4001 and H.R. 7828): Proposals to strengthen and restore the SSI program. Supplemental Security Income (SSI) Program. The SSI Savings Penalty Elimination Act (H.R. 2540 and S. 1234): Proposal to amend title XVI of the Social Security Act to update the resource limit for Supplemental Security Income eligibility. The Fairness in Social Security Act (No bill): Proposal 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 as it relates to SSI 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. (H. Res. 1013): A Resolution amending the Rules of the House to reestablish a Permanent Select Committee on Aging. Retirement Plan Fiduciary Rule: U.S. Department of Labor, Employee Benefits Security Administration, Office of Regulations and Interpretations - RIN 1210-AC02; Application No. D-12057; Application No. D-12060. The Department of Labor proposed regulation to modernize the fiduciary rule to strengthen protections for retirement investors who seek professional investment advice. (No bill): Congressional reversal of the rule submitted by the Department of Labor relating to \"Retirement Security Rule: Definition of an Investment Advice Fiduciary\". Retirement Plan Investment Alternatives: U.S. Department of Labor, Employee Benefits Security Administration, RIN 1210-AC38. Submitted comments opposing a proposed regulation defining Fiduciary Duties in Selecting Designated Investment Alternatives in 401(k) and other defined contribution plans. Proposal would create safe harbors for fiduciaries who select the investment options offered in 401(k) plans. If a fiduciary considers six factors when selecting any investment option, including alternative assets such as private equity, private credit, real estate, or cryptocurrency to a plan menu, the proposal would treat the fiduciary as meeting ERISAs prudence standard with respect to those factors, which would entitle the fiduciary to deference from any reviewing court. Pensions: The ERISA Litigation Reform Act (H.R. 6084). A bill that would undermine ERISAs ability to protect retirement plan participants hard-earned retirement income under the erroneous notion that the recent unanimous Supreme Court decision in Cunningham v. Cornell University will lead to a tide of ERISA class action litigation. Social Security Administration. Keep Billionaires Out of Our Social Security Act (S. 2763), Hands Off Our Social Security Act (H.R. 4734), Repairing Social Security after DOGE (H.R. 6237). Proposals to reverse cuts the Trump Administration has made to the Social Security Administration (SSA), prevents Social Security field offices from shutting down, makes it easier for seniors and people with disabilities to apply for the benefits they have earned over the phone, provides the resources the SSA needs to approve earned benefits quickly, protects benefits from unauthorized tampering, delays or changes, blocks privatization of SSA, enforces privacy protections for beneficiary data, and requires annual Government Accountability Office audits on staffing, operations and compliance. Social Security Administration. Letter to Social Security Commissioner Frank Bisignano opposing enhanced identity verification procedures for beneficiary transactions with SSA that will make it difficult, if not impossible, for many older Americans and members of the disability community to access their earned benefits. Social Security Administration. Resolution of Inquiry by Representative John Larson (H. Res. 195): Requesting information be provided to Congress regarding the Department of Government Efficiencys (DOGE) access to the Social Security Administrations computer data, which compromises beneficiary privacy by allowing access to Americans personal information such as Social Security numbers, banking information, earnings history and medical information. Social Security Administration. Keep Our Field Offices Open Act (H.R. 1876): Proposals to suspend Social Security field office closures until January 21, 2029, after which date the Commissioner of Social Security would be required to submit a detailed report to Congress, laying out and justifying a process for closing, consolidating, or reducing access to field offices; bill also requires the Commissioner to maintain the total number of field offices and hearing offices that were in operation on January 20, 2025, after the moratorium ends and requires that, in considering future office closures, the Commissioner must consider potential transportation and communication barriers for individuals served by the office, provide significant advance notice to the public and members of Congress, and ensure opportunities for public input and appeals. Social Security Administration. Protecting Americans Social Security Data Act (H.R. 1877): Proposals to protect Americans from having their sensitive personal information politicized or bought and sold to the highest bidder by preventing Elon Musk, his associates, and political appointees from accessing sensitive data systems at SSA, codifying SSA data privacy requirements into law and strengthening oversight and civil penalties for any privacy and disclosure violations of Social Security beneficiaries personal information. Social Security Administration. The Improving Social Securitys Service to Victims of Identity Theft Act (S. 1666 and H.R. 5345): Proposal to improve 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 on Omitting Food from In-Kind Support and Maintenance Calculations, Docket No. SSA-2021-0014; Comments on Expanding the Rental Subsidy, Docket No. SSA-2023-0010; Comments on Intermediate Improvement to the Disability Adjudication Process Including How We Consider Past Work, Docket No. SSA-2023-0024; Comments on Rulemaking Expanding the Definition of a Public Assistance Household, Docket No. SSA-2023-0015; Comments on strengthening rule regarding the Use of Electronic Payroll Data to Improve Program Administration, Docket No. SSA-2016-0039. Social Security Administration. Comments submitted regarding Social Security Form SSA-827 proposal (Medical Record Collection Process) and the Disability Applicant Evidence Simplification Act (DAESA) draft. Social Security Administration. The creation of an online application for all SSI applicants, streamlining data collection to more effectively obtain treating source evidence, eliminating the reconsideration level of review, updating outdated occupational information, adding a robust online scheduling tool and ensuring comprehensive customer service for all individuals. Social Security Administration. Removing Barriers to Work for Disabled Americans Act (H.R. 8884). Proposals to reauthorize SSA demonstration projects intended to help Americans with disabilities re-enter the workforce, but this legislationdoes not include guardrails to prevent the Trump Administration from forcing our most vulnerable citizens off the disability roles. In light of this Administrations previous efforts to eviscerate the disability program (SSDI) through the mechanism of demonstration projects, budget proposals and regulatory changes, such guardrails are essential. Womens Retirement Security. The Womens Retirement Protection Act (S. 988 and H.R. 2023): Proposal to amend the Employee Retirement Income Security Act of 1974 to provide for greater spousal protection under defined contribution plans. Food Security for Seniors. Farm bill reauthorization (American Relief Act, P.L. 118-158, Division D) and the Farm, Food, and National Security Act of 2026 (H.R. 7567): Proposals to cut future Supplemental Nutrition Assistance Program (SNAP) benefits or other harmful policies that would worsen the problem of hunger for Americas older adults and other food insecure individuals.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":143815,"prefix":"ms","prefix_display":"MS.","first_name":"ANNE","nickname":null,"middle_name":"HEATH","last_name":"MONTGOMERY","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":150524,"prefix":null,"prefix_display":null,"first_name":"LUCAS","nickname":null,"middle_name":null,"last_name":"WARREN","suffix":null,"suffix_display":null},"covered_position":null,"new":true},{"lobbyist":{"id":32032,"prefix":null,"prefix_display":null,"first_name":"MAX","nickname":null,"middle_name":null,"last_name":"RICHTMAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":55476,"prefix":null,"prefix_display":null,"first_name":"DAN","nickname":null,"middle_name":null,"last_name":"ADCOCK","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":130,"name":"Administration on Aging"},{"id":11,"name":"Executive Office of the President (EOP)"},{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":37,"name":"Justice, Dept of (DOJ)"},{"id":38,"name":"Labor, Dept of (DOL)"},{"id":1,"name":"SENATE"},{"id":91,"name":"Social Security Administration (SSA)"},{"id":41,"name":"Treasury, Dept of"}]},{"general_issue_code":"GOV","general_issue_code_display":"Government Issues","description":"Social Security and Medicare Trust Fund Committees. The Fiscal Commission Act (H.R. 3289 and S. 4012), the Fiscal Sustainability Act (No bill), the Sustainable Budget Act of 2025 (H.R. 222): Proposals to establish fiscal commissions to make recommendations that would likely include cuts to Social Security and Medicare benefits and would be fast-tracked through Congress outside of the regular legislative process. Voting Rights. (No bill): Proposals to require states to give every voter the option to vote by mail; and to require prepaid postage for all election materials and state-provided drop boxes for federal elections. Voting Rights. Safeguard American Voter Eligibility Act (SAVE) (H.R. 22), (SAVE America Act)(S. 1383, H.R. 7296): Proposals which significantly limits the ability of older Americans to vote in federal elections by severely restricting the types of documents acceptable to prove identity, requiring the presentation of this documentation in person, and needlessly requiring voters to re-prove their identities every time they renew their registrations. Federal District Court Injunctions. No Rogue Rulings Act (NORRA) (H.R. 1526): Proposals to limit federal district courts ability to issue nationwide injunctions against unlawful actions, thus destabilizing the checks and balances built into our constitutional system and putting the freedom of every American at risk. Office of Personnel Management: Comments on Proposed Rule, Improving Performance, Accountability and Responsiveness in the Civil Service, Docket ID: OPM-2025-0004, RIN: 3206-AO80: Comments on proposed rule that would severely undermine the career civil service that Congress has sought to protect and protect for more than 140 years, largely due to our concerns about the impact on seniors of politicizing the workforce at the Social Security Administration (SSA),the Center for Medicare and Medicaid Services (CMS) and other federal agencies which serve older Americans. Filing Tax Returns: Direct File Act of 2026 (S. 3948 and H.R. 7806). A bill to reverse the Trump Administrations decision to end the Direct File program and codify it into law, thus allowing taxpayers to file their taxes online, for fee, and directly with the IRS, saving families time and money by cutting out the middleman.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":32032,"prefix":null,"prefix_display":null,"first_name":"MAX","nickname":null,"middle_name":null,"last_name":"RICHTMAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":55476,"prefix":null,"prefix_display":null,"first_name":"DAN","nickname":null,"middle_name":null,"last_name":"ADCOCK","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":143815,"prefix":"ms","prefix_display":"MS.","first_name":"ANNE","nickname":null,"middle_name":"HEATH","last_name":"MONTGOMERY","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":150524,"prefix":null,"prefix_display":null,"first_name":"LUCAS","nickname":null,"middle_name":null,"last_name":"WARREN","suffix":null,"suffix_display":null},"covered_position":null,"new":true}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":81,"name":"Office of Personnel Management (OPM)"},{"id":1,"name":"SENATE"}]},{"general_issue_code":"CIV","general_issue_code_display":"Civil Rights/Civil Liberties","description":"Age Discrimination. The Protecting Older Workers Against Discrimination Act (POWADA) (H.R. 3522 and S. 1820): 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 (POJA) Act (No bill): Proposal to prohibit employers from limiting, segregating or classifying job applicants based on an applicants age; Protecting Older Americans Act of 2025 (H.R. 5115 and S. 2703): Proposals to eliminate the current practice of employers utilizing forced arbitration to resolve age discrimination complaints, which would shift some of the leverage employers currently exert in these claims back to the workers themselves. The Paycheck Fairness Act (S. 1115 and H.R. 17): Proposal to prevent wage discrimination for occurring and helping women and their families secure the paychecks they have earned. Protecting Seniors from Fraud. (No bill). Urging Congress to examine whether federal law, including Section 230 of the Communications Decency Act, appropriately balances protections for online innovation with accountability when platforms knowingly profit from repeated scam activity targeting vulnerable populations, and to initiate a formal investigation exploring the numerous allegations against Meta-owned platforms, including Facebook and Instagram, raised by a recent report labeled SCAMBOOK: How Meta Helps Medicare Scammers Target Seniors, published by the Center for countering Digital Hate (CCDH).","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":32032,"prefix":null,"prefix_display":null,"first_name":"MAX","nickname":null,"middle_name":null,"last_name":"RICHTMAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":55476,"prefix":null,"prefix_display":null,"first_name":"DAN","nickname":null,"middle_name":null,"last_name":"ADCOCK","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":143815,"prefix":"ms","prefix_display":"MS.","first_name":"ANNE","nickname":null,"middle_name":"HEATH","last_name":"MONTGOMERY","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":150524,"prefix":null,"prefix_display":null,"first_name":"LUCAS","nickname":null,"middle_name":null,"last_name":"WARREN","suffix":null,"suffix_display":null},"covered_position":null,"new":true}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":1,"name":"SENATE"}]}],"conviction_disclosures":[],"foreign_entities":[],"affiliated_organizations":[]},{"url":"https://lda.gov/api/v1/filings/0e31351a-785b-4261-8f83-1811f675a887/","filing_uuid":"0e31351a-785b-4261-8f83-1811f675a887","filing_type":"Q2","filing_type_display":"2nd Quarter - 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Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 2696 - Retirement Savings for Americans Act of 2025 H.R. 3383 - Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 4548 - Small Nonprofit Retirement Security Act H.R. 6450 - Retirement Rollover Flexibility Act H.R. 7362 - Form 5500 Filing Simplification Act H.R. 8314 - Optimizing Participant Tax Incentives through Optional Noncash Selections Act H.R. 8783 - To amend the Internal Revenue Code of 1986 to exclude from gross income charitable distributions from certain employer-sponsored retirement plans, and for other purposes H.R. 8837 - Retirement Investment in Small Employers Act S. 424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1526 - Retirement Savings for Americans Act of 2025 S. 1840 - Retirement Investment in Small Employers Act S. 3352 - Retirement Rollover Flexibility Act S. 4511 - To amend the Internal Revenue Code of 1986 to exclude from gross income charitable distributions from certain employer-sponsored retirement plans, and for other purposes","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":1190,"prefix":null,"prefix_display":null,"first_name":"STEVE","nickname":null,"middle_name":null,"last_name":"CLARK","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":36872,"prefix":null,"prefix_display":null,"first_name":"SAM","nickname":null,"middle_name":null,"last_name":"GEDULDIG","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":58316,"prefix":null,"prefix_display":null,"first_name":"MIKE","nickname":null,"middle_name":null,"last_name":"NIELSEN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":63838,"prefix":null,"prefix_display":null,"first_name":"JOHN","nickname":null,"middle_name":null,"last_name":"STIPICEVIC","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":72857,"prefix":null,"prefix_display":null,"first_name":"SCOTT","nickname":null,"middle_name":null,"last_name":"RIPLINGER","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":143752,"prefix":"mrs","prefix_display":"MRS.","first_name":"MARTHA","nickname":null,"middle_name":"BEATRICE","last_name":"MILLER","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":1,"name":"SENATE"}]}],"conviction_disclosures":[],"foreign_entities":[],"affiliated_organizations":[]},{"url":"https://lda.gov/api/v1/filings/0f0bd4c5-0af2-4554-a0e5-d6e8e978f73f/","filing_uuid":"0f0bd4c5-0af2-4554-a0e5-d6e8e978f73f","filing_type":"Q2","filing_type_display":"2nd Quarter - 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8274, Improving Retirement Security for Family Caregivers Act; DOL Fiduciary Rule proposed rule on retirement security and related proposed changes to prohibited transaction exemptions including Qualified Professional Asset Manager; Retirement Security Rule: Definition of an Investment Advice Fiduciary (EBSA) and related exemptions; Issues relating to the preservation of private sector retirement system; Legislation to make technical corrections related to implementation of SECURE 2.0; ERISA fiduciary legislative proposals; Trump Accounts in Public Law 119-21; TrumpIRA program; S. 5204/H.R. 10039 - The SMART Savings 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The Older Americans Act Reauthorization Act (S. 2120): Proposals to reauthorize the Older Americans Act (OAA) of 1965 and to increase the authorization of appropriations for OAA programs, which is the major federal discretionary funding source for home and community-based services for older adults and their caregivers. Programs supported through the OAA include home-delivered and congregate nutrition services, in-home supportive services, transportation, caregiver support, community service employment, health and wellness programs, the long-term care ombudsman program, services to prevent the abuse, neglect, and exploitation of older adults, and other supportive services. Social Security Cost of Living Adjustment (COLA). The Fair COLA for Seniors Act (No bill) and the Social Security Cost of Living Increase Act (No bill): Proposals to adopt the Consumer Price Index for the Elderly (CPI-E) for the purpose of determining COLAs for Social Security beneficiaries; the Boosting Benefits and COLAs for Seniors Act (S. 3059/H.R. 5841): Proposal to calculate COLAs using the current Consumer Price Index for Urban Wage Earners and Clerical Workers (CPI-W) or the Consumer Price Index for the Elderly (CPI-E), whichever is greater. Social Security Expansion. The Social Security 2100 Act (H.R. 9519/S. 5042): 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. 770 and H.R. 1700): Proposals to enhance Social Security benefits and ensure the long-term solvency of the Social Security program. The Strengthening Social Security Act (H.R. 9296): Proposals to extend the solvency of the Social Security Trust Funds and improve benefits. The Safeguarding American Families & Expanding Social Security Act (S. 3462 and H.R. 9415): Proposals to update and modernize Social Security benefits and to extend solvency of the Social Security Trust Funds. The Protecting and Preserving Social Security Act (S. 2614 and H.R. 4968): Proposals 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. The Protecting Our Widows and Widowers in Retirement Act (No bill): Proposals to improve benefits for widows and widowers in two-income households. The Surviving Widow(er) Income Fair Treatment Act (SWIFT Act) (S. 3255/H.R. 9763): Proposal to increase survivors benefits for disabled widows, widowers, and surviving divorced spouses; Social Security Enhancement and Protection Act (H.R. 3517): Proposal would improve Social Security benefits by increasing the Special Minimum Benefit, boosting benefits for seniors who have on the Social Security rolls for a long period of time, restore student benefits to age 26 and extend the life of the Trust Funds by eliminating the cap on Social Security benefits and phasing-in an increase in the payroll tax rate. The Social Security Survivor Benefits Equity Act (H.R. 6424/S. 3357): Proposal to increase the lump-sum benefit amount payable upon the death of a beneficiary to take into account inflation. Social Security Funding. The Medicare and Social Security Fair Share Act (H.R. 3271/S. 1690): Proposals to close the loophole for wealthy individuals who bypass paying the 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. Cutting Social Security by Raising the Retirement Age. Affirming the Presidents Promise Not to Raise the Social Security and Medicare Retirement Age (H. Res. 657): House Resolution opposing raising Social Security or Medicare eligibility age. Caregiver Social Security Credits. The Social Security Caregiver Credits Act (S. 4396/H.R. 8490): 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 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. Stop Social Security Garnishment Act of 2026 (S. 5456/H.R. 3967), Protection of Social Security Benefits Restoration Act (S. 5532/H.R. 10557): Proposals 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): Proposal 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. (H.R. 2999, H.R. 2142 and S. 1023): 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 through no fault of their own. 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 (No bill): Proposal 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 (S. 4001/H.R. 7828): Proposals to strengthen and restore the SSI program. Supplemental Security Income (SSI) Program. The SSI Savings Penalty Elimination Act (H.R. 2540/S. 1234): Proposal to amend title XVI of the Social Security Act to update the resource limit for Supplemental Security Income eligibility. The Fairness in Social Security Act (No bill): Proposal 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 as it relates to SSI 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. (H. Res. 1013): A Resolution amending the Rules of the House to reestablish a Permanent Select Committee on Aging. Retirement Plan Fiduciary Rule: U.S. Department of Labor, Employee Benefits Security Administration, Office of Regulations and Interpretations - RIN 1210-AC02; Application No. D-12057; Application No. D-12060. The Department of Labor proposed regulation to modernize the fiduciary rule to strengthen protections for retirement investors who seek professional investment advice. (No bill): Congressional reversal of the rule submitted by the Department of Labor relating to \"Retirement Security Rule: Definition of an Investment Advice Fiduciary\". Retirement Plan Investment Alternatives: U.S. Department of Labor, Employee Benefits Security Administration, RIN 1210-AC38. Submitted comments opposing a proposed regulation defining Fiduciary Duties in Selecting Designated Investment Alternatives in 401(k) and other defined contribution plans. Proposal would create safe harbors for fiduciaries who select the investment options offered in 401(k) plans. If a fiduciary considers six factors when selecting any investment option, including alternative assets such as private equity, private credit, real estate, or cryptocurrency to a plan menu, the proposal would treat the fiduciary as meeting ERISAs prudence standard with respect to those factors, which would entitle the fiduciary to deference from any reviewing court. Pensions: The ERISA Litigation Reform Act (H.R. 6084). A bill that would undermine ERISAs ability to protect retirement plan participants hard-earned retirement income under the erroneous notion that the recent unanimous Supreme Court decision in Cunningham v. Cornell University will lead to a tide of ERISA class action litigation. Social Security Administration. Keep Billionaires Out of Our Social Security Act (S. 2763), Hands Off Our Social Security Act (H.R. 4734), Repairing Social Security after DOGE (H.R. 6237). Proposals to reverse cuts the Trump Administration has made to the Social Security Administration (SSA), prevents Social Security field offices from shutting down, makes it easier for seniors and people with disabilities to apply for the benefits they have earned over the phone, provides the resources the SSA needs to approve earned benefits quickly, protects benefits from unauthorized tampering, delays or changes, blocks privatization of SSA, enforces privacy protections for beneficiary data, and requires annual Government Accountability Office audits on staffing, operations and compliance. Social Security Administration. Letter to Social Security Commissioner Frank Bisignano opposing enhanced identity verification procedures for beneficiary transactions with SSA that will make it difficult, if not impossible, for many older Americans and members of the disability community to access their earned benefits. Social Security Administration. Resolution of Inquiry by Representative John Larson (H. Res. 195): Requesting information be provided to Congress regarding the Department of Government Efficiencys (DOGE) access to the Social Security Administrations computer data, which compromises beneficiary privacy by allowing access to Americans personal information such as Social Security numbers, banking information, earnings history and medical information. Social Security Administration. Keep Our Field Offices Open Act (H.R. 1876): Proposals to suspend Social Security field office closures until January 21, 2029, after which date the Commissioner of Social Security would be required to submit a detailed report to Congress, laying out and justifying a process for closing, consolidating, or reducing access to field offices; bill also requires the Commissioner to maintain the total number of field offices and hearing offices that were in operation on January 20, 2025, after the moratorium ends and requires that, in considering future office closures, the Commissioner must consider potential transportation and communication barriers for individuals served by the office, provide significant advance notice to the public and members of Congress, and ensure opportunities for public input and appeals. Social Security Administration. Protecting Americans Social Security Data Act (H.R. 1877): Proposals to protect Americans from having their sensitive personal information politicized or bought and sold to the highest bidder by preventing Elon Musk, his associates, and political appointees from accessing sensitive data systems at SSA, codifying SSA data privacy requirements into law and strengthening oversight and civil penalties for any privacy and disclosure violations of Social Security beneficiaries personal information. Social Security Administration. The Improving Social Securitys Service to Victims of Identity Theft Act (S. 1666/H.R. 5345): Proposal to improve 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 on Omitting Food from In-Kind Support and Maintenance Calculations, Docket No. SSA-2021-0014; Comments on Expanding the Rental Subsidy, Docket No. SSA-2023-0010; Comments on Intermediate Improvement to the Disability Adjudication Process Including How We Consider Past Work, Docket No. SSA-2023-0024; Comments on Rulemaking Expanding the Definition of a Public Assistance Household, Docket No. SSA-2023-0015; Comments on strengthening rule regarding the Use of Electronic Payroll Data to Improve Program Administration, Docket No. SSA-2016-0039. Social Security Administration. Comments submitted regarding Social Security Form SSA-827 proposal (Medical Record Collection Process) and the Disability Applicant Evidence Simplification Act (DAESA) draft. Social Security Administration. The creation of an online application for all SSI applicants, streamlining data collection to more effectively obtain treating source evidence, eliminating the reconsideration level of review, updating outdated occupational information, adding a robust online scheduling tool and ensuring comprehensive customer service for all individuals. Social Security Administration. Removing Barriers to Work for Disabled Americans Act (H.R. 8884/S. 4947). Proposals to reauthorize SSA demonstration projects intended to help Americans with disabilities re-enter the workforce, but this legislation does not include guardrails to prevent the Trump Administration from forcing our most vulnerable citizens off the disability roles. In light of this Administrations previous efforts to eviscerate the disability program (SSDI) through the mechanism of demonstration projects, budget proposals and regulatory changes, such guardrails are essential. Womens Retirement Security. The Womens Retirement Protection Act (S. 988/H.R. 2023): Proposal to amend the Employee Retirement Income Security Act of 1974 to provide for greater spousal protection under defined contribution plans. Food Security for Seniors. Farm bill reauthorization (American Relief Act, P.L. 118-158, Division D) and the Farm, Food, and National Security Act of 2026 (H.R. 7567): Proposals to cut future Supplemental Nutrition Assistance Program (SNAP) benefits or other harmful policies that would worsen the problem of hunger for Americas older adults and other food insecure individuals.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":55646,"prefix":null,"prefix_display":null,"first_name":"MARIA","nickname":null,"middle_name":null,"last_name":"FREESE","suffix":null,"suffix_display":null},"covered_position":"Staff, U.S. House of Representatives; Staff, U.S. Senate Finance Committee","new":false}],"government_entities":[{"id":130,"name":"Administration on Aging"},{"id":11,"name":"Executive Office of the President (EOP)"},{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":37,"name":"Justice, Dept of (DOJ)"},{"id":38,"name":"Labor, Dept of (DOL)"},{"id":1,"name":"SENATE"},{"id":91,"name":"Social Security Administration (SSA)"},{"id":41,"name":"Treasury, Dept of"}]},{"general_issue_code":"BUD","general_issue_code_display":"Budget/Appropriations","description":"Budget: Concurrent Budget Resolution (S. Con. Res. 41): A concurrent resolution setting forth the congressional budget for the United States Government for fiscal year 2025 and setting forth the appropriate budgetary levels for fiscal years 2026 through 2034: The Six Penny Plan which would significantly harm the economy and force severe cuts in Medicare, Medicaid, Supplemental Nutrition Assistance Program (SNAP) and other federal programs vital to Americas seniors. Concurrent Budget Resolution (H. Con. Res. 14): provision in Section 406 including bipartisan reform of Medicare which would likely result in benefit cuts, provisions in Section 409 making employment a requirement for Medicaid eligibility, provisions in Section 414 establishing a fiscal commission intended to cut the earned benefits of American workers and retirees. Graham Substitute amendment to Concurrent Budget Resolution (H. Con. Res. 14) as considered in both the House and Senate: the use of current policy baseline to hide the cost from the American people of making permanent the Tax Cuts and Jobs Act (TCJA); the magnitude and distribution of the tax cuts envisioned in the resolution; spending cuts to Medicaid, SNAP, operating costs for the Social Security Administration (SSA), and other programs important to seniors such as homelessness prevention, home-delivered and community meals, transportation access, falls prevention, chronic disease management, resources on Alzheimers disease and related dementia, support to long-term care ombudsman and adult protective services addressing maltreatment, and critical funding in the Community Services Block Grant (CSBG), Community Development Block Grant (CDBG), Social Services Block Grant (SSBG), the Prevention and Public Health Fund (PPHF) and Low Income Home Energy Assistance Program (LIHEAP); opposing the resulting massive amounts of debt that threaten the future viability of earned benefit programs such as Social Security and Medicare; Senate Amendment 1341 to H. Con. Res. 14 by Senator Mazie Hirono raising a point of order against any bill, joint resolution, motion, amendment, amendment between the Houses, or conference report that would result in the disruption of Social Security benefits or interrupting services within the Social Security program, including any such disruption or interruption caused by infrastructure upgrades to the information technology infrastructure of SSA. Budget: Budget reconciliation bill (H.R. 1): A bill providing for reconciliation pursuant to title II of H. Con. Res. 14: Proposals that will result in massive cuts to programs critical to older Americans and their families as it enacts unprecedented cuts to fundamental programs that provide health care and essential services to lower- and moderate-income Americans, all to partially offset the cost of massive tax cuts that primarily benefit the wealthy and large, profitable corporations. H.R. 1 will add at least $3.4 trillion to the federal debt in the next decade, which will starve the U.S. of resources with the ultimate effect of providing a justification for later legislation that would cut the earned benefits Americans have paid for throughout their working lives - Social Security and Medicare. Specifically, the bill includes deep cuts to Medicaid, totaling around $1 trillion and representing four times the size of previous Medicaid cuts; around $180 billion in cuts to the SNAP, the largest cut in the programs history, and unless they are blocked by future legislation, will trigger PAYGO requirements in federal law which will result in a 4 percent sequestration of Medicare spending starting in 2026. Balanced Budget: Balanced Budget Amendment (H.J. Res. 139). A resolution proposing an amendment to the Constitution which would place a limitation on federal spending that would require a two-thirds supermajority to overcome except in the case of a declaration of war. The amendment would require a two-thirds supermajority to raise taxes but only a simple majority to cut taxes. If enacted, it would alter Congressional voting procedures to facilitate cutting taxes above all other priorities except spending on declared wars, thus increasing the likelihood that the fiscal policies adopted in coming decades will favor the well-off at the expense of middle- and low-income Americans. The resolution would also severely limit Social Security and Medicare Part A from drawing down Trust Fund reserves to pay retirement, disability and survivor benefits and hospitalization costs. Republican Study Committee (RSC): A Framework for the Next Reconciliation bill. Proposals to eliminate the enhanced tax credits available to low-income workers through the Affordable Care Act (ACA) and redirect the money into so-called Health Freedom Accounts, codify the TrumpRX program, a website which re-directs consumers to existing manufacturers discounts on brand-name prescription drugs; expand and codify Association Health Plans; enact additional cuts to Medicaid, SNAP, housing assistance and other government programs. Republican Study Committee (RSC) FY 2027 Budget: supports additional tax cuts that mostly benefit the wealthy and large, profitable corporations such as repealing the estate tax; endorses additional cuts to Medicaid and SNAP; expands Health Savings Accounts; reforms Medicare Advantage (MA) plans to lower expenditures; criticizes Social Security Cost-of-Living Adjustments (COLAs) as providing excessive benefits to seniors struggling to keep up with rising costs of living; endorses the use of the SSA database for purposes other than ensuring Americans receive their correct earned benefits; supports the replacement of the non-political civil service employees with political supporters of the Administration on a broad basis; eliminates funding for the Department of Labors (DOL) Senior Community Service Employment Program; reduces funding for the National Institutes of Health, the Centers for Disease Control and Prevention, Community Services Block Grants; and reduces funding for Rental Housing Assistance Programs, among other proposals that serve seniors and the disability community. Appropriations: Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act FY 2026 (S. 2587): Requesting funding for the Social Security Administration of at least 1.2 percent of benefits paid to restore customer service levels Americans have paid-for and earned; and request for adequate funding for Older Americans Act programs and other discretionary programs key to seniors, including programs proposed for massive funding reductions in the Presidents budget request, such as Elder Falls Prevention programs and the Alzheimers Disease Program Initiative, and programs targeted for elimination in the Presidents budget such as the Senior Community Service Employment Program (SCSEP), the Chronic Disease Self-Management Program (CDSMP), the Community Services Block Grant (CSBG), the Community Development Block Grant (CDBG), Low-Income Home Energy Assistance Program (LIHEAP), and the AmeriCorps Seniors programs (Retired & Senior Volunteer Program, Senior Companions Program and Foster Grandparent Program). Blocking Federal Program Payments. Stopping Fraudulent Payments Act (H.R. 8464): Proposals that uses extremely broad and vague language to allow any administration so stop, delay, or condition payments for programs it opposes, or in states it disfavors, using claims of fraudulent spending as a pretext to take away or hold up funding for critical programs authorized and appropriated by Congress. H.R. 8464 would legitimize the withholding of funds to reward favored individuals and groups while destroying those who do not agree with the actions of this or future administrations.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":55646,"prefix":null,"prefix_display":null,"first_name":"MARIA","nickname":null,"middle_name":null,"last_name":"FREESE","suffix":null,"suffix_display":null},"covered_position":"Staff, U.S. House of Representatives; Staff, U.S. Senate Finance Committee","new":false}],"government_entities":[{"id":11,"name":"Executive Office of the President (EOP)"},{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":18,"name":"Office of Management & Budget (OMB)"},{"id":1,"name":"SENATE"},{"id":91,"name":"Social Security Administration (SSA)"},{"id":41,"name":"Treasury, Dept of"}]},{"general_issue_code":"CIV","general_issue_code_display":"Civil Rights/Civil Liberties","description":"Age Discrimination. The Protecting Older Workers Against Discrimination Act (POWADA) (H.R. 3522/S. 1820): 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 (POJA) Act (No bill): Proposal to prohibit employers from limiting, segregating or classifying job applicants based on an applicants age; Protecting Older Americans Act of 2025 (H.R. 5115/S. 2703): Proposals to eliminate the current practice of employers utilizing forced arbitration to resolve age discrimination complaints, which would shift some of the leverage employers currently exert in these claims back to the workers themselves. The Paycheck Fairness Act (S. 1115/H.R. 17): Proposal to prevent wage discrimination for occurring and helping women and their families secure the paychecks they have earned. Protecting Seniors from Fraud. (No bill). Urging Congress to examine whether federal law, including Section 230 of the Communications Decency Act, appropriately balances protections for online innovation with accountability when platforms knowingly profit from repeated scam activity targeting vulnerable populations, and to initiate a formal investigation exploring the numerous allegations against Meta-owned platforms, including Facebook and Instagram, raised by a recent report labeled SCAMBOOK: How Meta Helps Medicare Scammers Target Seniors, published by the Center for countering Digital Hate (CCDH).","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":55646,"prefix":null,"prefix_display":null,"first_name":"MARIA","nickname":null,"middle_name":null,"last_name":"FREESE","suffix":null,"suffix_display":null},"covered_position":"Staff, U.S. House of Representatives; Staff, U.S. Senate Finance Committee","new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":1,"name":"SENATE"}]},{"general_issue_code":"GOV","general_issue_code_display":"Government Issues","description":"Social Security and Medicare Trust Fund Committees. The Fiscal Commission Act (H.R. 3289/S. 4012), the Fiscal Sustainability Act (No bill), the Sustainable Budget Act of 2025 (H.R. 222), the Bipartisan Social Security Commission Act of 2026 (H.R. 9187), The PROMISE Act of 2026 (S. 4979): Proposals to establish fiscal commissions to make recommendations that would likely include cuts to Social Security and Medicare benefits and would be fast-tracked through Congress outside of the regular legislative process. Voting Rights. (No bill): Proposals to require states to give every voter the option to vote by mail; and to require prepaid postage for all election materials and state-provided drop boxes for federal elections. Voting Rights. Safeguard American Voter Eligibility Act (SAVE) (H.R. 22), (SAVE America Act) (S. 1383, H.R. 7296): Proposals which significantly limits the ability of older Americans to vote in federal elections by severely restricting the types of documents acceptable to prove identity, requiring the presentation of this documentation in person, and needlessly requiring voters to re-prove their identities every time they renew their registrations. Federal District Court Injunctions. No Rogue Rulings Act (NORRA) (H.R. 1526): Proposals to limit federal district courts ability to issue nationwide injunctions against unlawful actions, thus destabilizing the checks and balances built into our constitutional system and putting the freedom of every American at risk. Office of Personnel Management: Comments on Proposed Rule, Improving Performance, Accountability and Responsiveness in the Civil Service, Docket ID: OPM-2025-0004, RIN: 3206-AO80: Comments on proposed rule that would severely undermine the career civil service that Congress has sought to protect and protect for more than 140 years, largely due to our concerns about the impact on seniors of politicizing the workforce at the Social Security Administration (SSA),the Center for Medicare and Medicaid Services (CMS) and other federal agencies which serve older Americans. Filing Tax Returns: Direct File Act of 2026 (S. 3948/H.R. 7806). A bill to reverse the Trump Administrations decision to end the Direct File program and codify it into law, thus allowing taxpayers to file their taxes online, for fee, and directly with the IRS, saving families time and money by cutting out the middleman.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":55646,"prefix":null,"prefix_display":null,"first_name":"MARIA","nickname":null,"middle_name":null,"last_name":"FREESE","suffix":null,"suffix_display":null},"covered_position":"Staff, U.S. House of Representatives; Staff, U.S. Senate Finance Committee","new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":81,"name":"Office of Personnel Management (OPM)"},{"id":1,"name":"SENATE"},{"id":91,"name":"Social Security Administration (SSA)"}]}],"conviction_disclosures":[],"foreign_entities":[],"affiliated_organizations":[]},{"url":"https://lda.gov/api/v1/filings/2c2d3173-0b11-46e7-b000-da253a14daa7/","filing_uuid":"2c2d3173-0b11-46e7-b000-da253a14daa7","filing_type":"Q3","filing_type_display":"3rd Quarter - Report","filing_year":2026,"filing_period":"third_quarter","filing_period_display":"3rd Quarter (July 1 - Sep 30)","filing_document_url":"https://lda.gov/filings/public/filing/2c2d3173-0b11-46e7-b000-da253a14daa7/print/","filing_document_content_type":"text/html","income":"30000.00","expenses":null,"expenses_method":null,"expenses_method_display":null,"posted_by_name":"Kent A. Mason","dt_posted":"2026-10-19T09:10:02-04:00","termination_date":null,"registrant_country":"United States of America","registrant_ppb_country":null,"registrant_address_1":"1455 Pennsylvania Avenue, N. W.","registrant_address_2":"Suite 1200","registrant_different_address":false,"registrant_city":"Washington","registrant_state":"DC","registrant_zip":"20004","registrant":{"id":11674,"url":"https://lda.gov/api/v1/registrants/11674/","house_registrant_id":31318,"name":"DAVIS & HARMAN LLP","description":"Law Firm.","address_1":"1455 Pennsylvania Avenue, N. W.","address_2":"Suite 1200","address_3":null,"address_4":null,"city":"Washington","state":"DC","state_display":"District of Columbia","zip":"20004","country":"US","country_display":"United States of America","ppb_country":"US","ppb_country_display":"United States of America","contact_name":"TAYLOR HOWARD","contact_telephone":"+1 202-662-2282","dt_updated":"2026-07-22T15:00:33.182074-04:00"},"client":{"id":116145,"url":"https://lda.gov/api/v1/clients/116145/","client_id":101,"name":"AMERICAN BENEFITS COUNCIL","general_description":null,"client_government_entity":false,"client_self_select":null,"state":"DC","state_display":"District of Columbia","country":"US","country_display":"United States of America","ppb_state":null,"ppb_state_display":null,"ppb_country":"US","ppb_country_display":"United States of America","effective_date":"2007-08-13"},"lobbying_activities":[{"general_issue_code":"RET","general_issue_code_display":"Retirement","description":"Proposals related to retirement plan enhancements. Proposals relating to defined benefit plans, including plan funding and multiemployer plan issues. Issues related to actuarial assumptions for defined benefit plans. Issues related to nonqualified deferred compensation. Proposals related to PEP service crediting. Proposals related to Section 401(h) surplus and VEBA surplus. Issues related to Internal Revenue Code Section 162(m). Issues related to tax incentives for retirement savings. Proposals related to environmental, social, and governance plan investments and proxy voting. Issues related to Qualified Professional Asset Managers. Issues related to cybersecurity in retirement plans. Proposals related to PBGC premiums. Proposals related to retirement target date funds. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans. Proposals related to electronic disclosure of information under ERISA, the Internal Revenue Code, and securities law. Issues related to Form 5500 filing and missing participants. Issues related to the use of brokerage windows in defined contribution plans. Proposals regarding pension risk transfers. Proposals to modify required minimum distribution rules. Proposals that would modify limits on retirement plan contributions. State-administered retirement plan initiatives. Annuitization with respect to defined contribution plans. Proposals that would consolidate various retirement and IRA types. Proposals regarding a retirement lost and found. Proposals related to savings accounts for emergencies. Issues related to paid family and medical leave. Issues regarding age 18 eligibility. Issues related to Roth catch-up contribution effective date. Issues related to Department of Labor's use of common interest agreements. Proposals related to retirement plan litigation. Proposals regarding retirement plan investments in private assets. Proposals regarding an annuity safe harbor. Proposals regarding the use of pension surplus assets. Proposals regarding remittance tax. Advisory Opinion on lifetime income. Issues related to PTE 1977-4. Issues related to 502(g). Proposals relating to qualified charitable distributions. Issues relating to the Department of Labor's proposed rule \"Fiduciary Duties in Selecting Designated Investment Alternatives.\" Issues related to the Saver's Match. Proposals regarding Trump accounts. Issues related to plan rollovers. H.R. 3596, Rightsizing Pension Premiums Act (115th Congress). H.R. 4830, Pension and Budget Integrity Act (117th Congress). H.R. 5877/S. 3746, Pension Risk Transfer Accountability Act (117th Congress). H.R. 7310, Protecting Americas Retirement Security Act (117th Congress). S. 4219/H.R. 7740, Employee and Retiree Access to Justice Act (117th Congress). H.R. 7780, Mental Health Matters Act (117th Congress). Technical corrections of H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers (118th Congress). H.R.7293, Automatic IRA Act of 2024 (118th Congress). S. 1707, Helping Young Americans Save for Retirement Act. S. 1831, Auto Reenroll Act. H.R. 2696/S. 1526, Retirement Savings for Americans Act. H.R. 2023/S. 988, Women's Retirement Protection Act. H.R. 2544/S. 1222, Financial Freedom Act. H.R. 2869, EBSA Investigations Transparency Act. H.R. 2958, Balance the Scales Act. H.R. 1, to provide for reconciliation pursuant to title II of H. Con. Res. 14. S. 2210, Unlocking Benefits for Independent Workers Act. S. 2217, Independent Retirement Fairness Act. S. 2228, Modern Worker Empowerment Act. S. 2335, Pensions for All Act. S. 2003, Strengthening Benefit Plans Act. H.R. 6722, Automatic IRA Act. H.R. 6084, ERISA Litigation Reform Act. H.R. 5169/S. 2403, Retire through Ownership Act. S. 1728, Employee Ownership Representation Act. H.R. 9765/S. 5148, Improving Retirement Security for Family Caregivers Act. (118th Congress) H.R. 9764/S. 5149, Catching Up Family Caregivers Act. (118th Congress) H.R.7362, Form 5500 Filing Simplification Act. Discussion Draft, INSIGHT Act.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":41060,"prefix":null,"prefix_display":null,"first_name":"KENT","nickname":null,"middle_name":"A","last_name":"MASON","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":55177,"prefix":null,"prefix_display":null,"first_name":"MICHAEL","nickname":null,"middle_name":"L","last_name":"HADLEY","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":62920,"prefix":null,"prefix_display":null,"first_name":"CHRIS","nickname":null,"middle_name":"L","last_name":"GASTON","suffix":null,"suffix_display":null},"covered_position":"Chief of Staff, Rep. Rush Holt","new":false},{"lobbyist":{"id":117138,"prefix":null,"prefix_display":null,"first_name":"ROBERT","nickname":null,"middle_name":"B","last_name":"DAVIS","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":139258,"prefix":"mr","prefix_display":"MR.","first_name":"ADAM","nickname":null,"middle_name":null,"last_name":"MCMAHON","suffix":null,"suffix_display":null},"covered_position":null,"new":true}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":85,"name":"Pension Benefit Guaranty Corporation (PBGC)"},{"id":165,"name":"Pension & Welfare Benefits Administration"},{"id":1,"name":"SENATE"}]},{"general_issue_code":"TAX","general_issue_code_display":"Taxation/Internal Revenue Code","description":"Proposals related to retirement plan enhancements. Proposals relating to defined benefit plans, including plan funding and multiemployer plan issues. Issues related to actuarial assumptions for defined benefit plans. Issues related to nonqualified deferred compensation. Proposals related to PEP service crediting. Proposals related to Section 401(h) surplus and VEBA surplus. Issues related to Internal Revenue Code Section 162(m). Issues related to tax incentives for retirement savings. Proposals related to environmental, social, and governance plan investments and proxy voting. Issues related to Qualified Professional Asset Managers. Issues related to cybersecurity in retirement plans. Proposals related to PBGC premiums. Proposals related to retirement target date funds. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans. Proposals related to electronic disclosure of information under ERISA, the Internal Revenue Code, and securities law. Issues related to Form 5500 filing and missing participants. Issues related to the use of brokerage windows in defined contribution plans. Proposals regarding pension risk transfers. Proposals to modify required minimum distribution rules. Proposals that would modify limits on retirement plan contributions. State-administered retirement plan initiatives. Annuitization with respect to defined contribution plans. Proposals that would consolidate various retirement and IRA types. Proposals regarding a retirement lost and found. Proposals related to savings accounts for emergencies. Issues related to paid family and medical leave. Issues regarding age 18 eligibility. Issues related to Roth catch-up contribution effective date. Issues related to Department of Labor's use of common interest agreements. Proposals related to retirement plan litigation. Proposals regarding retirement plan investments in private assets. Proposals regarding an annuity safe harbor. Proposals regarding the use of pension surplus assets. Proposals regarding remittance tax. Advisory Opinion on lifetime income. Issues related to PTE 1977-4. Issues related to 502(g). Proposals relating to qualified charitable distributions. Issues relating to the Department of Labor's proposed rule \"Fiduciary Duties in Selecting Designated Investment Alternatives.\" Issues related to the Saver's Match. Proposals regarding Trump accounts. Issues related to plan rollovers. H.R. 3596, Rightsizing Pension Premiums Act (115th Congress). H.R. 4830, Pension and Budget Integrity Act (117th Congress). H.R. 5877/S. 3746, Pension Risk Transfer Accountability Act (117th Congress). H.R. 7310, Protecting Americas Retirement Security Act (117th Congress). S. 4219/H.R. 7740, Employee and Retiree Access to Justice Act (117th Congress). H.R. 7780, Mental Health Matters Act (117th Congress). Technical corrections of H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers (118th Congress). H.R.7293, Automatic IRA Act of 2024 (118th Congress). S. 1707, Helping Young Americans Save for Retirement Act. S. 1831, Auto Reenroll Act. H.R. 2696/S. 1526, Retirement Savings for Americans Act. H.R. 2023/S. 988, Women's Retirement Protection Act. H.R. 2544/S. 1222, Financial Freedom Act. H.R. 2869, EBSA Investigations Transparency Act. H.R. 2958, Balance the Scales Act. H.R. 1, to provide for reconciliation pursuant to title II of H. Con. Res. 14. S. 2210, Unlocking Benefits for Independent Workers Act. S. 2217, Independent Retirement Fairness Act. S. 2228, Modern Worker Empowerment Act. S. 2335, Pensions for All Act. S. 2003, Strengthening Benefit Plans Act. H.R. 6722, Automatic IRA Act. H.R. 6084, ERISA Litigation Reform Act. H.R. 5169/S. 2403, Retire through Ownership Act. S. 1728, Employee Ownership Representation Act. H.R. 9765/S. 5148, Improving Retirement Security for Family Caregivers Act. (118th Congress) H.R. 9764/S. 5149, Catching Up Family Caregivers Act. (118th Congress) H.R.7362, Form 5500 Filing Simplification Act. Discussion Draft, INSIGHT Act.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":41060,"prefix":null,"prefix_display":null,"first_name":"KENT","nickname":null,"middle_name":"A","last_name":"MASON","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":55177,"prefix":null,"prefix_display":null,"first_name":"MICHAEL","nickname":null,"middle_name":"L","last_name":"HADLEY","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":62920,"prefix":null,"prefix_display":null,"first_name":"CHRIS","nickname":null,"middle_name":"L","last_name":"GASTON","suffix":null,"suffix_display":null},"covered_position":"Chief of Staff, Rep. Rush Holt","new":false},{"lobbyist":{"id":117138,"prefix":null,"prefix_display":null,"first_name":"ROBERT","nickname":null,"middle_name":"B","last_name":"DAVIS","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":139258,"prefix":"mr","prefix_display":"MR.","first_name":"ADAM","nickname":null,"middle_name":null,"last_name":"MCMAHON","suffix":null,"suffix_display":null},"covered_position":null,"new":true}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":85,"name":"Pension Benefit Guaranty Corporation (PBGC)"},{"id":165,"name":"Pension & Welfare Benefits Administration"},{"id":1,"name":"SENATE"}]},{"general_issue_code":"FIN","general_issue_code_display":"Financial Institutions/Investments/Securities","description":"Proposals related to 403(b) plan investments. Securities treatment of PEPs and MEPs. Issues related to Rule 180. H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act. S. 5139, Empowering Main Street in America Act (118th Congress). H.R. 2799, Expanding Access to Capital Act (118th Congress). Technical corrections of H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":41060,"prefix":null,"prefix_display":null,"first_name":"KENT","nickname":null,"middle_name":"A","last_name":"MASON","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":55177,"prefix":null,"prefix_display":null,"first_name":"MICHAEL","nickname":null,"middle_name":"L","last_name":"HADLEY","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":62920,"prefix":null,"prefix_display":null,"first_name":"CHRIS","nickname":null,"middle_name":"L","last_name":"GASTON","suffix":null,"suffix_display":null},"covered_position":"Chief of Staff, Rep. Rush Holt","new":false},{"lobbyist":{"id":117138,"prefix":null,"prefix_display":null,"first_name":"ROBERT","nickname":null,"middle_name":"B","last_name":"DAVIS","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":139258,"prefix":"mr","prefix_display":"MR.","first_name":"ADAM","nickname":null,"middle_name":null,"last_name":"MCMAHON","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":88,"name":"Securities & Exchange Commission (SEC)"},{"id":1,"name":"SENATE"}]}],"conviction_disclosures":[],"foreign_entities":[],"affiliated_organizations":[]}]}