3rd Quarter - Report

AMERICAN BENEFITS COUNCIL for AMERICAN BENEFITS COUNCIL

Firm
Client
Income
—
Expenses
$261,225
Expense method
C: businesses, Internal Revenue Code section 162(e)

What was lobbied

2 issue areas, each in the filer's own words, with who lobbied on it and where.

Retirement RET

ERISA Preemption State-run IRA programs Technical Corrections to SECURE 2.0 Automatic Re-enrollment for defined contribution plan participants and reducing the participation age to 18 Collective Investment Trusts and insurance company separate accounts for use in 403(b) plans Pleading standards required in litigation Defined benefit pension plans and defined contribution plan issues; pension plan de-risking Retiree health benefits Notices and disclosures for retirement plans Tax incentives and tax treatment of retirement plan benefits Retirement savings and independent contractors and gig workers Investment advice fiduciary rule affecting retirement plans Audits of retirement plans Information Collection Request (ICR) regarding missing and unresponsive retirement plan participants Roth retirement plan catch-up contributions and Roth optional matching and non-elective contributions guidance SECURE 2.0 guidance Pension Benefit Guaranty Corporation (PBGC) treatment of overfunded defined benefit pension plans and other accounts Student Loan deemed matching contributions Emergency savings programs connected to retirement accounts Facilitating rollovers of retirement plan accounts to the plan of a new employer American Privacy Rights Act (H.R. 8818) Rep. McMorris-Rodgers Request for Guidance on Form 5330 Required Minimum Distributions proposed guidance PBGC premiums - legislative proposal for reform

LobbyistCovered position, as disclosed
LYNN DIEHL DUDLEY —
DIANN HOWLAND Pension Policy Director for the Senate Health Education Labor and Pensions Committee, Pension Policy Advisor of the Senate Finance Committee
JAMES KLEIN —
JILL RANDOLPH —

Contacted: HOUSE OF REPRESENTATIVES; Pension Benefit Guaranty Corporation (PBGC); SENATE; Internal Revenue Service (IRS); Labor, Dept of (DOL); Treasury, Dept of

Bills named: H.R. 8818 (118th)

Health Issues HCR

ERISA preemption Health care transparency, prescription drugs and hospital cost transparency; Lower Costs More Transparence Act (H.R. 5378) Tax treatment of employer-sponsored health benefit plans Telehealth expansion and permanency Transparent Telehealth Bills Act (H.R. 9457) Pharmacy Benefit Manufacturers (PBMs), drug cost transparency, rebates, and medical management End-stage renal disease and Medicare secondary payer standards; Restore Protections for Dialysis Patients Act (H.R. 6860, S. 5018) Hospital consolidation and billing practices, site neutral payment reform; SITE Act (H.R. 1869) Healthy Competition for Better Care (H.R. 312000, S. 1451) Health Savings Accounts and High-Deductible Health Plans Value-driven health care Paid leave - federal and state law considerations Mental health parity regulations Voluntary Employee Beneficiary Association (VEBA) and use of excess assets Health care non-discrimination rules under the Affordable Care Act Guidance related to the definition of essential health benefits under the Affordable Care Act Guidance related to the definition of cost-sharing under the Affordable Care Act American Privacy Rights Act (H.R. 8818) Rep. McMorris-Rodgers Affordable Care Act 340B Prescription Drug Program proposed legislation Chronic Disease Flexible Coverage Act (H.R. 3800)

LobbyistCovered position, as disclosed
DIANN HOWLAND Pension Policy Director for the Senate Health Education Labor and Pensions Committee, Pension Policy Advisor of the Senate Finance Committee
KATHRYN JOHNSON Attorney advisor, Office of Benefits Tax Counsel at the U.S. Department of Treasury; attorney, Office of Chief Counsel at the Internal Revenue Service
JAMES KLEIN —
JILL RANDOLPH —
ILYSE SCHUMAN Senate HELP Committee, Chief Labor Counsel, Minority Staff Director

Contacted: Health & Human Services, Dept of (HHS); SENATE; HOUSE OF REPRESENTATIVES; Treasury, Dept of; Internal Revenue Service (IRS); Labor, Dept of (DOL)

Bills named: S. 5018 (118th), S. 1451 (118th), H.R. 5378 (118th), H.R. 6860 (118th), H.R. 9457 (118th), H.R. 3800 (118th), H.R. 1869 (118th), H.R. 312000 (118th), H.R. 8818 (118th)

Shown as published by the Senate Office of Public Records and the House Clerk under the Lobbying Disclosure Act. The official filing is the record; open it for the full form.