4th Quarter - Report

AARP for AARP

Firm
Client
Income
—
Expenses
$2,140,000
Expense method
A: Lobbying Disclosure Act definitions

What was lobbied

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

Financial Institutions/Investments/Securities FIN

H.J.R. 143, H.R. 695, Short-term Continuing Appropriations Act Resolution, 2019, H.R.6147, Interior, Environment, Financial Services and General Government, Agriculture, Rural Development, Food and Drug Administration, and Transportation, Housing and Urban Development Appropriations Act, 2019 - Lobbied in opposition to inclusion of hostile riders concerning SEC and DOL fiduciary duty rules with House and Senate Appropriations Committee staff. Discussed concerns regarding the SECs proposed rulemaking on Regulation BI. Filed a letter and research findings with the SEC in support of a uniform standard that would apply to both broker-dealers and investment advisers when providing personalized investment advice to retail investors, as well as recommendations for improving its proposed Client Relationship Summary. Filed a letter with the SEC on Fund Retail Investor Experience and Disclosure.

Contacted: Health & Human Services, Dept of (HHS); Equal Employment Opportunity Commission (EEOC); White House Office; Centers For Medicare and Medicaid Services (CMS); Labor, Dept of (DOL); SENATE; Natl Highway Traffic Safety Administration (NHTSA); Securities & Exchange Commission (SEC); HOUSE OF REPRESENTATIVES; Agriculture, Dept of (USDA); Government Accountability Office (GAO); Treasury, Dept of; Federal Highway Administration (FHA)

Bills named: H.R. 6147 (115th), H.R. 695 (115th)

Civil Rights/Civil Liberties CIV

Discussed job harassment based on age. Discussed data needs at EEOC listening Session.

Contacted: SENATE; Natl Highway Traffic Safety Administration (NHTSA); White House Office; Agriculture, Dept of (USDA); Securities & Exchange Commission (SEC); Equal Employment Opportunity Commission (EEOC); Government Accountability Office (GAO); Treasury, Dept of; HOUSE OF REPRESENTATIVES; Federal Highway Administration (FHA); Labor, Dept of (DOL); Health & Human Services, Dept of (HHS); Centers For Medicare and Medicaid Services (CMS)

Agriculture AGR

H.J.R. 143, H.R. 695, Short-term Continuing Appropriations Act Resolution, 2019, H.R.6147, Interior, Environment, Financial Services and General Government, Agriculture, Rural Development, Food and Drug Administration, and Transportation, Housing and Urban Development Appropriations Act, 2019 - Lobbied in support of increased funding for Commodity Supplemental Food Program. P.L. 115-334, Agriculture Improvement Act of 2018 - Discussed the Supplemental Nutrition Assistance Program (SNAP) and related programs, the Commodity Supplemental Food Program (CSFP), and support for the conference report accompanying the Agriculture Improvement Act of 2018, H.R. 2, with House and Senate staff. Discussed USDA nutrition programs with USDA staff.

Contacted: SENATE; Labor, Dept of (DOL); Government Accountability Office (GAO); Health & Human Services, Dept of (HHS); Agriculture, Dept of (USDA); Federal Highway Administration (FHA); Natl Highway Traffic Safety Administration (NHTSA); HOUSE OF REPRESENTATIVES; Equal Employment Opportunity Commission (EEOC); Treasury, Dept of; Securities & Exchange Commission (SEC); Centers For Medicare and Medicaid Services (CMS); White House Office

Bills named: H.R. 695 (115th), H.R. 2 (115th), H.R. 6147 (115th)

Transportation TRA

H.J.R. 143, H.R. 695, Short-term Continuing Appropriations Act Resolution, 2019, H.R.6147, Interior, Environment, Financial Services and General Government, Agriculture, Rural Development, Food and Drug Administration, and Transportation, Housing and Urban Development Appropriations Act, 2019 - Lobbied to protect and enhance funding levels for local government transportation projects (TIGER/BUILD) and NHTSA research re autonomous vehicles and other advanced vehicle technologies. Discussed mobility options for older Americans, including transit, non-emergency medical transportation, and human services transportation coordination. H.R. 4/S. 1405/H.R. 302, FAA Reauthorization Act of 2018 - Opposed imposition of mandatory retirement age for pilots.

Contacted: Natl Highway Traffic Safety Administration (NHTSA); Agriculture, Dept of (USDA); SENATE; Treasury, Dept of; Health & Human Services, Dept of (HHS); Government Accountability Office (GAO); White House Office; Equal Employment Opportunity Commission (EEOC); HOUSE OF REPRESENTATIVES; Federal Highway Administration (FHA); Centers For Medicare and Medicaid Services (CMS); Securities & Exchange Commission (SEC); Labor, Dept of (DOL)

Bills named: H.R. 695 (115th), H.R. 302 (115th), H.R. 6147 (115th), S. 1405 (115th), H.R. 4 (115th)

Taxation/Internal Revenue Code TAX

H.J.R. 143, H.R. 695, Short-term Continuing Appropriations Act Resolution, 2019, H.R.6157, Department of Defense and Labor, Health and Human Services, and Education Appropriations Act, 2019 and Continuing Appropriations Act, 2019 - Lobbied in support of funding for various programs, including Social Security administrative expenses, senior nutrition (USDA Commodity Supplemental Food program and Older Americans Act Title III), caregiving, energy assistance, supportive services, housing and volunteer community service programs. Discussed support for the medical expense deduction.

Contacted: Agriculture, Dept of (USDA); White House Office; Equal Employment Opportunity Commission (EEOC); HOUSE OF REPRESENTATIVES; Health & Human Services, Dept of (HHS); Treasury, Dept of; Labor, Dept of (DOL); Government Accountability Office (GAO); Natl Highway Traffic Safety Administration (NHTSA); Centers For Medicare and Medicaid Services (CMS); Securities & Exchange Commission (SEC); SENATE; Federal Highway Administration (FHA)

Bills named: H.R. 6157 (115th), H.R. 695 (115th)

Disaster Planning/Emergencies DIS

Discussed report on disaster preparedness and nursing homes (no bill number). Discussed comments regarding Medicare and Medicaid Programs; Regulatory Provisions To Promote Program Efficiency, Transparency, and Burden Reduction proposed rule (Senate, no bill number). Submitted comments to CMS regarding Medicare and Medicaid Programs; Regulatory Provisions To Promote Program Efficiency, Transparency, and Burden Reduction proposed rule.

LobbyistCovered position, as disclosed
DAVID CERTNER —
JOHN SUMNER CUMMINGS —
NANCY LEAMOND —
MEGAN O'REILLY —
RHONDA RICHARDS —
JOYCE A ROGERS —

Contacted: Treasury, Dept of; Federal Highway Administration (FHA); Equal Employment Opportunity Commission (EEOC); HOUSE OF REPRESENTATIVES; Labor, Dept of (DOL); Centers For Medicare and Medicaid Services (CMS); Securities & Exchange Commission (SEC); SENATE; White House Office; Government Accountability Office (GAO); Natl Highway Traffic Safety Administration (NHTSA); Health & Human Services, Dept of (HHS); Agriculture, Dept of (USDA)

Retirement RET

H.J.R. 143, H.R. 695, Short-term Continuing Appropriations Act Resolution, 2019, H.R.6147, Interior, Environment, Financial Services and General Government, Agriculture, Rural Development, Food and Drug Administration, and Transportation, Housing and Urban Development Appropriations Act, 2019 - Lobbied in opposition to inclusion of hostile riders concerning SEC and DOL fiduciary duty rules with House and Senate Appropriations Committee staff. Discussed concerns regarding the Security and Exchange Commission (SEC) proposed rulemaking on a new standard of conduct for broker-dealers. H.R. 4610, Receiving Electronic Statements to Improve Retiree Earnings Act - Opposed permitting electronic delivery to be the default method for providing important retirement plan disclosures and notices. H.R. 5282/S. 2526, the Retirement Enhancement and Savings Act - Supported bill. S. 3197, SIMPLE plan Modernization Act - Supported bill. S. 3781 - Retirement Security and Savings Act of 2018 - Supported bill. Discussed retirement issues relevant to tax reform. Discussed Congressional Multiemployer Pension Plan Committee and Multiemployer Pension issues. Discussed contingent workers and personal pension legislative options and issues. Discussed women's Social Security and retirement issues. Discussed small employer retirement issues. Discussed problems with paid family leave through Social Security. Discussed the Windfall Elimination Provision in Social Security with House staff. Submitted comments to the Department of Labor on multiple employer plans and an application by the Retirement Clearinghouse to automatically roll-over certain terminated retirement accounts.

Contacted: SENATE; Treasury, Dept of; Securities & Exchange Commission (SEC); Health & Human Services, Dept of (HHS); Natl Highway Traffic Safety Administration (NHTSA); Equal Employment Opportunity Commission (EEOC); Centers For Medicare and Medicaid Services (CMS); Agriculture, Dept of (USDA); HOUSE OF REPRESENTATIVES; Government Accountability Office (GAO); White House Office; Labor, Dept of (DOL); Federal Highway Administration (FHA)

Bills named: S. 3197 (115th), H.R. 6147 (115th), S. 3781 (115th), H.R. 4610 (115th), H.R. 695 (115th), S. 2526 (115th), H.R. 5282 (115th)

Telecommunications TEC

Discussed issues related to Rural Broadband expansion and broadband mapping with House and Senate staff. H.R. 2479, Leading Infrastructure for Tomorrows America Act - Discussed bill with House Staff.

Contacted: SENATE; Natl Highway Traffic Safety Administration (NHTSA); Federal Highway Administration (FHA); White House Office; Agriculture, Dept of (USDA); Health & Human Services, Dept of (HHS); Government Accountability Office (GAO); Centers For Medicare and Medicaid Services (CMS); Equal Employment Opportunity Commission (EEOC); Treasury, Dept of; Securities & Exchange Commission (SEC); HOUSE OF REPRESENTATIVES; Labor, Dept of (DOL)

Bills named: H.R. 2479 (115th)

Health Issues HCR

S. 2076, the BOLD Infrastructure for Alzheimers Act - discussed the legislation. Discussed potential health care priorities for the 116th Congress with House and Senate committee staffs. H.J.R. 143, H.R. 695, Short-term Continuing Appropriations Act Resolution, 2019, H.R.6157, Department of Defense and Labor, Health and Human Services, and Education Appropriations Act, 2019 and Continuing Appropriations Act, 2019 - Lobbied in support of increased funding for CMS' state survey and certification program and opposition to hostile policy riders regarding Patient Protection and Affordable Care Act, and various related medical care research and Older Americans Act programs. Discussed support for the medical expense deduction. Drafted language re: Medicares support for paying for certified nurse anesthetists.

Contacted: White House Office; Agriculture, Dept of (USDA); SENATE; Securities & Exchange Commission (SEC); Federal Highway Administration (FHA); HOUSE OF REPRESENTATIVES; Government Accountability Office (GAO); Labor, Dept of (DOL); Equal Employment Opportunity Commission (EEOC); Health & Human Services, Dept of (HHS); Natl Highway Traffic Safety Administration (NHTSA); Centers For Medicare and Medicaid Services (CMS); Treasury, Dept of

Bills named: H.R. 695 (115th), H.R. 6157 (115th), S. 2076 (115th)

Medicare/Medicaid MMM

Discussed nursing home bill (Senate, no bill number). P.L. 115-123, Bipartisan Budget Act- discussed longitudinal chronic care planning services (GAO). Submitted comments to CMS regarding the Massachusetts Medicare-Medicaid Integration Demonstration: Duals Demonstration 2.0. Discussed issues affecting dual eligibles and the Bipartisan Budget Act of 2018 (P.L. 115-123) - discussed provisions of the law and other issues affecting dual eligibles (CMS, ACL). Discussed CY 2020 Medicare Advantage and Part D Flexibility Proposed Rule (CMS, no bill number). Discussed comments regarding Medicare and Medicaid Programs; Regulatory Provisions To Promote Program Efficiency, Transparency, and Burden Reduction proposed rule (Senate, no bill number). Discussed end of year package and Medicaid home and community-based services (HCBS) spousal impoverishment protections (no bill number at the time). H.R. 7217, The IMPROVE Act - discussed support for the legislation. S. 2227/H.R. 5306, EMPOWER Care Act - signed onto letter in support of the Ensuring Medicaid Provides Opportunities for Widespread Equity, Resources, and Care Act. Signed onto letter in support of extending the Money Follows the Person Demonstration Project and the Medicaid home and community-based services (HCBS) spousal impoverishment protections (no bill number). H.R. 7149, Protecting Married Seniors from Impoverishment Act - Discussed Medicaid HCBS spousal impoverishment protections and extending them or making them permanent (Senate/House). Discussed proposed rule regarding nursing homes, Medicare and Medicaid requirements (OMB). Submitted comments to CMS regarding Medicare and Medicaid Programs; Regulatory Provisions To Promote Program Efficiency, Transparency, and Burden Reduction proposed rule. H.J.R. 143, H.R. 695, Short-term Continuing Appropriations Act Resolution, 2019, H.R.6157, Department of Defense and Labor, Health and Human Services, and Education Appropriations Act, 2019 and Continuing Appropriations Act, 2019 - Lobbied in support of increased funding for CMS' state survey and certification program and in opposition to hostile policy riders regarding Patient Protection and Affordable Care Act, and various related medical care research and Older Americans Act programs. Sent letter of support to Senate regarding the Protecting Patients from Surprise Medical Bills Act (no bill number). Discussed Medicare Part D improvements and policies with House and Senate staff. Discussed Medicare Part B prescription drug policies with House and Senate staff.

Contacted: HOUSE OF REPRESENTATIVES; White House Office; Securities & Exchange Commission (SEC); SENATE; Federal Highway Administration (FHA); Centers For Medicare and Medicaid Services (CMS); Labor, Dept of (DOL); Agriculture, Dept of (USDA); Equal Employment Opportunity Commission (EEOC); Natl Highway Traffic Safety Administration (NHTSA); Treasury, Dept of; Health & Human Services, Dept of (HHS); Government Accountability Office (GAO)

Bills named: H.R. 6157 (115th), H.R. 7149 (115th), H.R. 695 (115th), H.R. 5306 (115th), S. 2227 (115th), H.R. 7217 (115th)

Housing HOU

H.J.R. 143, H.R. 695, Short-term Continuing Appropriations Act Resolution, 2019, H.R.6147, Interior, Environment, Financial Services and General Government, Agriculture, Rural Development, Food and Drug Administration, and Transportation, Housing and Urban Development Appropriations Act, 2019 - Lobbied for increased funding for various capital and rental assistance programs and in opposition to proposed changes to minimum rents and elimination of some income deductions. S. 3231, Task Force on the Impact of the Affordable Housing Crisis Act - Supported bill and discussed with Senate staff.

Contacted: Government Accountability Office (GAO); Health & Human Services, Dept of (HHS); Labor, Dept of (DOL); SENATE; Federal Highway Administration (FHA); Equal Employment Opportunity Commission (EEOC); Treasury, Dept of; White House Office; Agriculture, Dept of (USDA); Natl Highway Traffic Safety Administration (NHTSA); HOUSE OF REPRESENTATIVES; Securities & Exchange Commission (SEC); Centers For Medicare and Medicaid Services (CMS)

Bills named: H.R. 6147 (115th), H.R. 695 (115th), S. 3231 (115th)

Budget/Appropriations BUD

P.L. 111-375, National Alzheimers Project Act - discussed funding for the law (Senate) H.J.R. 143, H.R. 695, Short-term Continuing Appropriations Act Resolution, 2019, H.R.6147, Interior, Environment, Financial Services and General Government, Agriculture, Rural Development, Food and Drug Administration, and Transportation, Housing and Urban Development Appropriations Act, 2019, H.R.6147, Interior, Environment, Financial Services and General Government, Agriculture, Rural Development, Food and Drug Administration, and Transportation, Housing and Urban Development Appropriations Act, 2019, H.R. 5952/S. 3072,Commerce, Justice, Science, and Related Agencies Appropriations Act, 2019, and H.R.5895, Energy and Water, Legislative Branch and Military Construction-Veterans Affairs Appropriations Act, 2019 - Lobbied to protect funding levels for federal programs which provide health care, nutrition, housing, energy assistance, legal aid and retirement security.

Contacted: White House Office; Agriculture, Dept of (USDA); SENATE; Centers For Medicare and Medicaid Services (CMS); Treasury, Dept of; Labor, Dept of (DOL); Government Accountability Office (GAO); Federal Highway Administration (FHA); Natl Highway Traffic Safety Administration (NHTSA); Equal Employment Opportunity Commission (EEOC); HOUSE OF REPRESENTATIVES; Health & Human Services, Dept of (HHS); Securities & Exchange Commission (SEC)

Bills named: H.R. 695 (115th), S. 3072 (115th), H.R. 5895 (115th), H.R. 6147 (115th), H.R. 5952 (115th)

Family issues/Abortion/Adoption FAM

Discussed social isolation and related issues with Senate staff. Discussed reauthorization of the Older Americans Act with House, Senate and ACL staff. P.L. 115-119, RAISE Family Caregivers Act and H.R. 6157, Department of Defense and Labor, Health and Human Services, and Education Appropriations Act, 2019 and Continuing Appropriations Act, 2019 - discussed funding and implementation of the RAISE Family Caregivers Act and related issues. P.L. 115-119, RAISE Family Caregivers Act - discussed implementation of the law and the Family Caregiving Advisory Council, Older Americans Act reauthorization, family caregiving and long-term services and supports (ACL). Submitted a nomination and support for a nomination for the Family Caregiving Advisory Council under the RAISE Family Caregivers Act, P.L. 115-119 (House, Senate and ACL). Discussed Long-Term Services and Supports Scorecard and AARP family caregiving research, reports, papers (ACL, no bill number). Shared invitations to What They Had screening and reception (no bill number, House and Senate). Discussed family caregiving statistics (no bill number). S. 3412, Paid Family Leave Pilot Extension Act - discussed the bill, family caregiving, and Treasury guidance on the current employer tax credit for paid leave in the Tax Cuts and Jobs Act (P.L. 115-97) (Senate). S. 3608/H.R. 3493, Care Corps Demonstration Act - discussed Senate bill introduction. Discussed supporting family caregivers and barriers to doing so, family caregiver assessment in the Medicaid home and community-based services state plan option, Medicare and family caregivers (ACL). Discussed ACT Caucus members (no bill number, House and Senate). Discussed ACT Caucus in 2019 (House, no bill number). H.J.R. 143, H.R. 695, Short-term Continuing Appropriations Act Resolution, 2019,H.R.6157, Department of Defense and Labor, Health and Human Services, and Education Appropriations Act, 2019 and Continuing Appropriations Act, 2019 - Lobbied in support of funding for various programs, including Social Security administrative expenses, senior nutrition (USDA Commodity Supplemental Food program and Older Americans Act Title III), caregiving, energy assistance, supportive services, housing and volunteer community service programs. Discussed social isolation and related issues with Senate staff.

Contacted: SENATE; Government Accountability Office (GAO); Natl Highway Traffic Safety Administration (NHTSA); Treasury, Dept of; HOUSE OF REPRESENTATIVES; Agriculture, Dept of (USDA); Securities & Exchange Commission (SEC); Health & Human Services, Dept of (HHS); White House Office; Labor, Dept of (DOL); Federal Highway Administration (FHA); Equal Employment Opportunity Commission (EEOC); Centers For Medicare and Medicaid Services (CMS)

Bills named: H.R. 3493 (115th), H.R. 6157 (115th), S. 3608 (115th), S. 3412 (115th), H.R. 695 (115th)

Labor Issues/Antitrust/Workplace LBR

H.J.R. 143, H.R. 695, Short-term Continuing Appropriations Act Resolution, 2019, H.R.6157, Department of Defense and Labor, Health and Human Services, and Education Appropriations Act, 2019 and Continuing Appropriations Act, 2019 - Lobbied in support of older worker training programs and in opposition to further constraints upon ERISA conflicts of interest regulation. Discussed concerns regarding weakening of overtime rule at DOL listening session. Discussed job harassment based on age. Submitted comments to the Department of Labor regarding the Expanding Employment, Training, and Apprenticeship Opportunities for 16- and 17- Year-Olds in Health Care Occupations Under the Fair Labor Standards Act; RIN 1235- AA22 proposed rule

Contacted: Equal Employment Opportunity Commission (EEOC); Natl Highway Traffic Safety Administration (NHTSA); SENATE; HOUSE OF REPRESENTATIVES; Government Accountability Office (GAO); Treasury, Dept of; Securities & Exchange Commission (SEC); Agriculture, Dept of (USDA); Health & Human Services, Dept of (HHS); Federal Highway Administration (FHA); Labor, Dept of (DOL); White House Office; Centers For Medicare and Medicaid Services (CMS)

Bills named: H.R. 695 (115th), H.R. 6157 (115th)

Pharmacy PHA

H.R. 2212/ S. 974, CREATES Act - Discussed support of bill. H.R. 2439/S.1131, FAIR Drug Pricing Act - Discussed support of bill. S. 124, The Preserve Access to Affordable Generics Act - Discussed support of bill. Part D Deal in Bipartisan Budget Act, met with House and Senate offices to reiterate our support for the deal; sent multiple letters to House and Senate leadership; discussed support for the deal with House and Senate staff. Discussed the Presidents Prescription Drug Blueprint and RFI. S. 2553, Know the Lowest Price Act - supported passage of legislation. S.2554, Patient Right to Know Act - supported passage of legislation. Discussed possible ways to improve Medicare Part D. Discussed Rx Price Watch Reports and the impact of high drug costs. Discussed drug pricing reforms AARP supports, including secretarial negotiation, importation, reducing exclusivity for biologics, and ending pay-for-delay deals. Discussed Rx issues with HHS.

Contacted: Centers For Medicare and Medicaid Services (CMS); Federal Highway Administration (FHA); SENATE; Natl Highway Traffic Safety Administration (NHTSA); White House Office; Treasury, Dept of; Labor, Dept of (DOL); Health & Human Services, Dept of (HHS); HOUSE OF REPRESENTATIVES; Securities & Exchange Commission (SEC); Equal Employment Opportunity Commission (EEOC); Agriculture, Dept of (USDA); Government Accountability Office (GAO)

Bills named: S. 2554 (115th), S. 974 (115th), S. 2553 (115th), H.R. 2212 (115th), S. 1131 (115th), S. 124 (115th), H.R. 2439 (115th)

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.