2nd Quarter - Report

AMERICAN BENEFITS COUNCIL for AMERICAN BENEFITS COUNCIL

Firm
Client
Income
—
Expenses
$331,216
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 Technical glitch in HR 1 that applied an unintended 21% excise tax on any company that sponsors a retirement plan, VEBA or sponsors a controlled charity Technical corrections to SECURE 2.0 Collective investment trusts and insurance company separate accounts for use by 403(b) plans; Retirement Fairness for Charities and Educational Institutions, (HR 1013) Age of required participation in retirement plans reduced from 21 to 18, (S. 1707) Automatic re-enrollment of unenrolled plan participants permitted by (S. 1831) EBSA Investigations Transparency Act (HR 2869) Transparency for Secret Litigation Agreements (HR 2958) Common Interest Agreements used by the U.S. DOL Pleading standards legislative proposal regarding applicable to ERISA cases Defined benefit pension plans and defined contribution plans; pension plan de-risking, retiree health accounts Required Roth catch-up contributions and Roth optional matching and non-elective contributions guidance Pension Benefit Guaranty Corporation (PBGC) premiums and due date for premiums in 2025 Student loans and Employer Participation in Repayment Act (S. 772 / HR 1801)

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
JILL RANDOLPH —

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

Bills named: H.R. 2869 (119th), S. 772 (119th), H.R. 1 (119th), S. 1831 (119th), H.R. 1013 (119th), S. 1707 (119th), H.R. 2958 (119th), H.R. 1801 (119th)

Health Issues HCR

ERISA preemption Tax treatment of employer-sponsored health benefit plans; budget reconciliation Health care cost transparency, prescription drugs, PBM pricing and transparency and hospital cost transparency End-stage renal disease and Medicare secondary payer standards Hospital consolidation and billing practices, site neutral payment reform; Healthy Competition for Better Care Act Health Savings Accounts and High-Deductible Health Plans Telehealth Expansion Act (HR 1650 / S. 763 - 119th Congress) Mental health parity rules applicable to private employer-sponsored health plans Voluntary Employee Beneficiary Associations (VEBAs) 340B Prescription Drug Program Chronic Disease Flexible Coverage Act (HR 919 - 119th Congress) Surprise Medical Billing Paid leave; draft interstate Paid Leave Action Network Act, Family Leave Public-Private Partnership 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
JILL RANDOLPH —
ILYSE SCHUMAN Senate HELP Committee, Chief Labor Counsel, Minority Staff Director
KERRI WILLIS New Senior Counsel, Health Policy

Contacted: Health & Human Services, Dept of (HHS); White House Office; Internal Revenue Service (IRS); HOUSE OF REPRESENTATIVES; Centers For Medicare and Medicaid Services (CMS); Labor, Dept of (DOL); SENATE; Treasury, Dept of

Bills named: H.R. 1650 (119th), S. 763 (119th), H.R. 919 (119th)

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.