2nd Quarter - Report — AMERICAN ACADEMY OF ACTUARIES for AMERICAN ACADEMY OF ACTUARIES (2009)

Firm

AMERICAN ACADEMY OF ACTUARIES

Client

AMERICAN ACADEMY OF ACTUARIES

Income

—

Expenses

$58,707

Expense method

C: businesses, Internal Revenue Code section 162(e)

What was lobbied

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

Financial Institutions/Investments/Securities FIN

Systemic risk financial reform issues

Lobbyist	Covered position, as disclosed
NANCY BENNETT	—
TINA GETACHEW	—
CRAIG A HANNA	Policy Advisor Rep.Gephardt 1989-1992

Contacted: Labor, Dept of (DOL); Centers For Medicare and Medicaid Services (CMS); Congressional Budget Office (CBO); Pension Benefit Guaranty Corporation (PBGC); SENATE; HOUSE OF REPRESENTATIVES; Federal Deposit Insurance Corporation (FDIC); Treasury, Dept of; Internal Revenue Service (IRS)

Retirement RET

2009 OASDI Trustees Repor (Social Security Report); Pension Protection Act and related technical amendment issues; pension regulatory issues; timing of filing actuarial certifications of funded status; retirement and financial crisis issues.

Lobbyist	Covered position, as disclosed
JUSTIN EDWARDS	Liaison Rep. Coble May 2006 0 December 2006
CRAIG A HANNA	Policy Advisor Rep Gephardt 1989-1992
WILLIAM RAPP	—
JESSICA MICHELLE THOMAS	Intern rep Moran May 2005- July 2005
FRANK TODISCO	—

Contacted: Centers For Medicare and Medicaid Services (CMS); Internal Revenue Service (IRS); Federal Deposit Insurance Corporation (FDIC); Pension Benefit Guaranty Corporation (PBGC); HOUSE OF REPRESENTATIVES; Labor, Dept of (DOL); SENATE; Congressional Budget Office (CBO); Treasury, Dept of

Health Issues HCR

Health insurance market reform issues; consumer driven health plans (CDHPs) and emerging data; value-based health insuarnce design (VBID); coverage for high-risk individuals; Community Living Assistant Services and Support Act (CLASS Act) for long-term care; Genetic Information Nondiscrimination Act; TriCommittee Health Reform Bill; material-health risk adjustments; proposed cap on premium tax exclusion for employer-sponsored coverage; health cooperatives; and issues related to the following: actuarial equivalence; individual mandate; market reform principles; public plan option; premium differences by gender; merging individual and small group markets; minimum loss ratio requiremens; and risk pooling.

Lobbyist	Covered position, as disclosed
JUSTIN EDWARDS	Liaison Rep. Coble May 2006-December 2006
CRAIG A HANNA	Policy Advisory Rep. Gephardt
HEATHER JERBI	—
WILLIAM RAPP	—
CORI UCCELLO	Intern CBO 1992-1994

Contacted: Congressional Budget Office (CBO); Labor, Dept of (DOL); Pension Benefit Guaranty Corporation (PBGC); Internal Revenue Service (IRS); Centers For Medicare and Medicaid Services (CMS); HOUSE OF REPRESENTATIVES; Treasury, Dept of; Federal Deposit Insurance Corporation (FDIC); SENATE

Medicare/Medicaid MMM

2009 Medicare Trustees Report; Retiree Drug Subsidy Program enrollment and certification issues; Medicare financial condition issues; Medicare Advantage program payment reform

Lobbyist	Covered position, as disclosed
CRAIG A HANNA	Policy Advisor Rep. Gephardt 1989-1992
HEATHER JERBI	—
CORI UCCELLO	Intern CBO 1992-1994

Contacted: Centers For Medicare and Medicaid Services (CMS); SENATE; Labor, Dept of (DOL); Federal Deposit Insurance Corporation (FDIC); Congressional Budget Office (CBO); Internal Revenue Service (IRS); HOUSE OF REPRESENTATIVES; Treasury, Dept of; Pension Benefit Guaranty Corporation (PBGC)

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.