2nd Quarter - Report

AMERICAN BENEFITS COUNCIL for AMERICAN BENEFITS COUNCIL

Firm
Client
Income
—
Expenses
$413,212
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

Technical corrections to SECURE 2.0 Automatic re-enrollment for defined contribution plan participants and reducing the participation age to 18 Collective Investment Trusts (CITs) and insurance company separate accounts for IRC Section 403(b) plans Pleading standards and retirement plan litigation ERISA preemption, state run automatic-IRA programs Defined benefit and defined contribution plan issues Tax incentives treatment of retirement plans Retiree health benefits Retirement savings and independent contractors and gig workers Pension plan de-risking American Privacy Rights Act Fiduciary rule affecting retirement plans Retirement plan audits Information Collection Request (ICR) regarding missing plan participants Roth catch-up and Roth optional provisions guidance SECURE 2.0 guidance Basel III endgame, treatment of reserves of financial institutions and its impact on pension and retirement plans Pension Benefit Guaranty Corporation (PBGC) premiums and treatment of overfunded defined benefit plans and other accounts Notices and disclosures for retirement plans Emergency savings programs H.R. 7293, the Automatic IRA Act; H.R. 6007, S. 4398, the RISE Act Cybersecurity Predictive Data Analytics

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: Office of the Comptroller of the Currency (OCC); Securities & Exchange Commission (SEC); Internal Revenue Service (IRS); Labor, Dept of (DOL); Pension Benefit Guaranty Corporation (PBGC); Treasury, Dept of; HOUSE OF REPRESENTATIVES; SENATE

Bills named: S. 4398 (118th), H.R. 6007 (118th), H.R. 7293 (118th)

Health Issues HCR

ERISA Preemption Health care transparency Pharmacy Benefit Manufacturers (PBMs), drug cost transparency, and rebates, medical management Tax treatment of employer-sponsored health care plans End-stage renal disease and Medicare secondary payer American Privacy Rights Act Hospital consolidation and billing practices Health Savings Accounts (HSAs) and High-deductible health plans (HDHPs) and tax treatment Surprise medical billing - Extension of relief for calculating the qualifying payment amount under the No Surprises Act Telehealth expansion and permanency Licensing of health care providers across state lines Value-driven health care Paid leave - federal and state law considerations Mental health parity regulations and audits Voluntary Employees Beneficiary Association (VEBA) use of excess assets Health care non-discrimination rules under the Affordable Care Act Fixed indemnity insurance requirements and tax treatment Guidance related to the definition of essential health benefits American Privacy Rights Act

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); Federal Trade Commission (FTC); Internal Revenue Service (IRS); HOUSE OF REPRESENTATIVES; Treasury, Dept of; Labor, Dept of (DOL); SENATE

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.