Eye of Truth
Lobbyist Report for AMERICAN BENEFITS COUNCIL

AMERICAN BENEFITS COUNCIL

Alliance of companies seeking repeal of the 40% excise tax on health plans

1501 M STREET, N.W., Suite 600 WASHINGTON, DC 20005-1700

USA

Lobbying on the following issues:

HEALTH ISSUES RETIREMENT

Legislative Lower Prescription Drug Costs Now Act - H.R. 3 Equality Act - H.R. 5/S. 788 Prescription Drug Rebates & Costs Bill - S. 657 The Middle Class Health Benefits Tax Repeal Act - H.R. 748/S. 684 Health Care Reform - ongoing legislative and regulatory implementation of the Patient Protection and Affordable Care Act (ACA), Cadillac tax on health benefits Continuing Appropriations Act of 2018 - H.J. Res. 125 - two year delay of the Cadillac Tax Health care cost and transparency Drug pricing proposals The STOP Surprise Medical Bills Act - S. 1531 Protecting People from Surprise Medical Bills Act - H.R. 3502 No Surprises Act - H.R 3630 Reauthorizing and Extending Americas Community Health (REACH) Act - H.R. 2328 End Surprise Medical Billing Act - H.R. 861 Lower Health Care Costs Act - S. 1895 Fiscal Year 2020 Budget Proposal Paid Family Leave Pilot Extension Act - S. 1628 New Parents Act - S. 920 Family and Medical Insurance Leave (FAMILY) Act - S.463/H.R. 1185 Patient-Centered Outcomes Research Institute (PCORI) - reauthorization Regulatory and Other HHS Medicare Program Proposed Rule - Hospital Charges HHS NPRM - Section 1557 - Nondiscrimination in Health and Health Education Programs or Activities Executive Order - Improving Price and Quality Transparency in American Healthcare to Put Patients First ERISA uniformity Health care cost and transparency Health Reimbursement Accounts (HRAs) - Proposed regulations to use HRAs to purchase health insurance on the individual markets High Deductible Health Plans (HDHPs) Health Savings Accounts (HSAs) Department of Health & Human Services - Blueprint to Lower Drug Prices and Reduce Out-of-Pocket Costs and proposed rule on removal of safe harbor protections for rebates Proposed rule - 21st Century Cures Act: Interoperability, Information Blocking, and the ONC Health IT Certification Program Presidential Executive Order: Reducing Regulation and Controlling Regulatory Cost Presidential Executive Order: Minimizing the Economic Burden of the Patient Protection and Affordable Care Act Pending Repeal Presidential Executive Order Promoting Healthcare Choice and Competition Across the United States - STLDI Medicare Advantage Program State health care requirements affecting self-insured plans Final FAQs guidance regarding implementation the Mental Health Parity and Addiction Equity Act of 2008 (MHPAEA) - as amended by the Affordable Care Act (ACA) and the 21st Century Cures Act Electronic communication and disclosure of benefits information Paid leave proposals and issues

-

Legislative Equality Act - H.R. 5/S. 788 Retirement Security Act of 2019 - S. 321 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Enhancement and Savings Act of 2019 - S. 972 Family Savings Act of 2019 - H.R. 1084 Providing Retirement Security to Workers in Small Businesses, Cooperatives and Service Organizations Act - H.R. 1993 Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 - H.R. 1994 Retirement Parity for Student Loans Act - S. 1428 The Retirement Security & Savings Act - S. 1431 Wall Street Tax Act of 2019 - H.R. 1516/S. 647 Inclusive Prosperity Act of 2019 - S. 1587/H.R. 2923 Retirement Security Preservation Act - S. 2352 Pension and Budget Integrity Act (PBIA) - H.R. 4035 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Tax Incentives for 401 (k) contributions Automatic 401 (k) Act Financial wellness Fiscal Year 2020 Budget Proposal Defined benefit pension plan funding rules PBGC premiums Environmental, Social and Governance (ESG) principals in investing Form 5500 reporting - state required plan exemptions and Professional Employer Organizations (PEOs) Cybersecurity Regulatory and Other Executive Order - Environmental, Social and Governance (ESG) principles in investing Executive Order on Strengthening Retirement Security in America ERISA Uniformity SEC Best Interest Standard Guidance - clarification of regular rate of pay application to benefits Cyber security DOL - Definition of Fiduciary Electronic communication and disclosure of benefits information Emergency savings Excise tax on private foundations Form 5500 Reporting Lump sum payments to participants in pay status Missing Participants Mortality Tables - Improvements Multiple Employer Plans - MEPs Multiemployer pension plan issues Non-discrimination issues affecting defined benefit plans Paid leave proposals and issues State retirement plan initiatives Plan administration - certification of hardship withdrawals and determination letter program Required minimum distribution (RMD) rules related to 403 (b) plans Student loan repayment benefit

-

Lobbyists:

WILBER, KATHRYN
HOWLAND, DIANN
KLEIN, JAMES
DUDLEY, LYNN Diehl
JACOBSON, JANET

SCHUMAN, ILYSE
Held the following Government positions
Senate HELP Committee, Chief Labor Counsel, Minority Staff Director, Chief Counsel

RANDOLPH, JILL



Lobbying on the following issues:

HEALTH ISSUES RETIREMENT

Legislative Lower Prescription Drug Costs Now Act - H.R. 3 Prescription Drug Pricing Reduction Act - S. 2543 Equality Act - H.R. 5/S. 788 Prescription Drug Rebates & Costs Bill - S. 657 The Middle Class Health Benefits Tax Repeal Act - H.R. 748/S. 684 Health Care Reform - ongoing legislative and regulatory implementation of the Patient Protection and Affordable Care Act (ACA), Cadillac tax on health benefits, Further Consolidated Appropriations Act, 2020 - H.R 1865 & H.R. 1158 - repeal of Cadillac tax and other health care provisions Health care cost and transparency The STOP Surprise Medical Bills Act - S. 1531 Protecting People from Surprise Medical Bills Act - H.R. 3502 No Surprises Act - H.R 3630 Reauthorizing and Extending Americas Community Health (REACH) Act - H.R. 2328 End Surprise Medical Billing Act - H.R. 861 Lower Health Care Costs Act - S. 1895 Fiscal Year 2020 Budget Proposal Paid Family Leave Pilot Extension Act - S. 1628 New Parents Act - S. 920 Family and Medical Insurance Leave (FAMILY) Act - S.463/H.R. 1185 Chronic Disease Management Act - S.1948/H.R. 3709 Patient-Centered Outcomes Research Institute (PCORI) - reauthorization Regulatory and Other Executive Order - Protecting and Improving Medicare for our Nations Seniors Executive Order - Improving Price and Quality Transparency in American Healthcare to Put Patients First Departments of Treasury, Labor and Health and Human Services (HHS) - Proposed Price Transparency Rule HHS - 2020 Hospital Outpatient Prospective Payment System - Proposed and Final Rule Presidential Executive Order Promoting Healthcare Choice and Competition Across the United States HHS NPRM - Section 1557 - Nondiscrimination in Health and Health Education Programs or Activities ERISA uniformity Health Reimbursement Arrangements (HRAs) - application of employer mandate to individual coverage HRAs - Proposed Rule HHS - Blueprint to Lower Drug Prices and Reduce Out-of-Pocket Costs and proposed rule on removal of safe harbor protections for rebates HHS Proposed Rule - 21st Century Cures Act: Interoperability, Information Blocking, and the ONC Health IT Certification Program HHS - Notice of Benefit and Payment Parameters for 2021 - Proposed Rule High Deductible Health Plans (HDHPs) Health Savings Accounts (HSAs) - including IRS Notice 2019-45 Medicare Advantage Program State health care requirements affecting self-insured plans Final FAQs guidance regarding implementation the Mental Health Parity and Addiction Equity Act of 2008 (MHPAEA) - as amended by the Affordable Care Act (ACA) and the 21st Century Cures Act Electronic communication and disclosure of benefits information - Department of Labor Proposed Rule: Default Electronic Disclosure by Employee Pension Benefits Plans Paid leave proposals and issues Patient Protection and Affordable Care Act (ACA) - reporting requirements

-

Legislative Equality Act - H.R. 5/S. 788 Retirement Security Act of 2019 - S. 321 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Enhancement and Savings Act of 2019 - S. 972 Family Savings Act of 2019 - H.R. 1084 Providing Retirement Security to Workers in Small Businesses, Cooperatives and Service Organizations Act - H.R. 1993 Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 - H.R. 1994 Further Consolidated Appropriations Act, 2020 - H.R 1865 & H.R. 1158 - SECURE Act - H.R. 1994 Retirement Parity for Student Loans Act - S. 1428 The Retirement Security & Savings Act - S. 1431 Wall Street Tax Act of 2019 - H.R. 1516/S. 647 Inclusive Prosperity Act of 2019 - S. 1587/H.R. 2923 Retirement Security Preservation Act - S. 2352 Pension and Budget Integrity Act (PBIA) - H.R. 4035 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Tax Incentives for 401 (k) contributions Automatic 401 (k) Act Financial wellness Fiscal Year 2020 Budget Proposal Defined benefit pension plan funding rules PBGC premiums Environmental, Social and Governance (ESG) principals in investing Form 5500 reporting - state required plan exemptions and Professional Employer Organizations (PEOs) Cybersecurity Regulatory and Other Executive Order - Environmental, Social and Governance (ESG) principles in investing Executive Order on Strengthening Retirement Security in America SEC Best Interest Standard Guidance - clarification of regular rate of pay application to benefits Department of Labor Proposed Rule: Default Electronic Disclosure by Employee Pension Benefits Plans Lump sum payments to participants in pay status PBGC Proposed Rule on Lump Sum Payment Assumptions IRS Proposed New Rules under Section 162 (m) - executive compensation Cyber security DOL - Definition of Fiduciary Emergency savings ERISA Uniformity Excise tax on private foundations Form 5500 Reporting Missing Participants Mortality Tables - Improvements Multiple Employer Plans - MEPs Multiemployer pension plan issues Non-discrimination issues affecting defined benefit plans - Additional Temporary Nondiscrimination Relief for Closed Defined Benefit Plans Paid leave proposals and issues State retirement plan initiatives Plan administration - certification of hardship withdrawals and determination letter program Required minimum distribution (RMD) rules related to 403 (b) plans Student loan repayment benefit

-

Lobbyists:

WILBER, KATHRYN
HOWLAND, DIANN
KLEIN, JAMES
DUDLEY, LYNN Diehl
JACOBSON, JANET
JOHNSON, KATHRYN
RANDOLPH, JILL

SCHUMAN, ILYSE
Held the following Government positions
Senate HELP Committee, Chief Labor Counsel, Minority Staff Director, Chief Counsel

Foreign Entities:

Foreign Entity Name :
Sustainable Water Action Network
Country :
CANADA
Contribution :
$16
-
Foreign Entity Name :
Proteus Waters
Country :



Lobbying on the following issues:

RETIREMENT HEALTH ISSUES

Legislative Equality Act - H.R. 5/S. 788 Retirement Security Act of 2019 - S. 321 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Enhancement and Savings Act of 2019 - S. 972 Family Savings Act of 2019 - H.R. 1084 Providing Retirement Security to Workers in Small Businesses, Cooperatives and Service Organizations Act - H.R. 1993 Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 - H.R. 1994 The Retirement Security & Savings Act - S. 1431 Tax Incentives for 401 (k) contributions Automatic 401 (k) Act Financial wellness Fiscal Year 2020 Budget Proposal Non-discrimination issues affecting defined benefit plans Defined benefit pension plan funding rules PBGC premiums Environmental, Social and Governance (ESG) principals in investing Regulatory and Other Executive Order - Environmental, Social and Governance (ESG) principles in investing Executive Order on Strengthening Retirement Security in America ERISA Uniformity SEC Best Interest Standard Guidance - clarification of regular rate of pay application to benefits Electronic communication and disclosure of benefits information Required minimum distribution (RMD) rules related to 403 (b) plans Multiple Employer Plans - MEPs Multiemployer pension plan issues State retirement plan initiatives Plan administration - certification of hardship withdrawals and determination letter program Lump sum payments to participants in pay status Student loan repayment benefit Missing Participants Emergency savings Form 5500 Reporting Cyber security DOL - Definition of Fiduciary

-

Legislative Equality Act - H.R. 5/S. 788 Prescription Drug Rebates & Costs Bill - S. 657 The Middle Class Health Benefits Tax Repeal Act - H.R. 748/S. 684 Health Care Reform - ongoing legislative and regulatory implementation of the Patient Protection and Affordable Care Act (ACA), Cadillac tax on health benefits Continuing Appropriations Act of 2018 - H.J. Res. 125 - two year delay of the Cadillac Tax Health care cost and transparency Drug pricing proposals The STOP Surprise Medical Bills Act - S. 1531 Protecting People from Surprise Medical Bills Act - H.R. 3502 No Surprises Act - H.R 3630 End Surprise Medical Billing Act - H.R. 861 Lower Health Care Costs Act - S. 1895 Fiscal Year 2020 Budget Proposal Paid Family Leave Pilot Extension Act - S. 1628 New Parents Act - S. 920 Family and Medical Insurance Leave (FAMILY) Act - S.463/H.R. 1185 Patient-Centered Outcomes Research Institute (PCORI) - reauthorization Regulatory and Other Executive Order - Improving Price and Quality Transparency in American Healthcare to Put Patients First ERISA uniformity Health care cost and transparency Health Reimbursement Accounts (HRAs) - Proposed regulations to use HRAs to purchase health insurance on the individual markets High Deductible Health Plans (HDHPs) Health Savings Accounts (HSAs) Department of Health & Human Services - Blueprint to Lower Drug Prices and Reduce Out-of-Pocket Costs and proposed rule on removal of safe harbor protections for rebates Proposed rule - 21st Century Cures Act: Interoperability, Information Blocking, and the ONC Health IT Certification Program Presidential Executive Order: Reducing Regulation and Controlling Regulatory Cost Presidential Executive Order: Minimizing the Economic Burden of the Patient Protection and Affordable Care Act Pending Repeal Presidential Executive Order Promoting Healthcare Choice and Competition Across the United States - STLDI Medicare Advantage Program State health care requirements affecting self-insured plans FAQs - proposed guidance regarding implementation the Mental Health Parity and Addiction Equity Act of 2008 (MHPAEA) - as amended by the Affordable Care Act (ACA) and the 21st Century Cures Act Electronic communication and disclosure of benefits information Paid leave proposals and issues

-

Lobbyists:

WILBER, KATHRYN
HOWLAND, DIANN
KLEIN, JAMES
DUDLEY, LYNN Diehl
JACOBSON, JANET
RANDOLPH, JILL

SCHUMAN, ILYSE
Held the following Government positions
Senate HELP Committee, Chief Labor Counsel, Minority Staff Director, Chief Counsel



Lobbying on the following issues:

RETIREMENT HEALTH ISSUES

Legislative Equality Act - H.R. 5/S. 788 Retirement Security Act of 2019 - S. 321 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Enhancement and Savings Act of 2019 - S. 972 Family Savings Act of 2019 - H.R. 1084 IRC and ERISA modify rules relating to multiple employer plans, pooled employer plans and PBGC premiums for CSEC plans - H.R. 1993 Setting Every Community Up for Retirement Enhancement Act of 2019 - H.R. 1994 The Retirement Security & Savings Act (Sens. Portman and Cardin) Tax Incentives for 401 (k) contributions Financial wellness Fiscal Year 2020 Budget Proposal Non-discrimination issues affecting defined benefit plans Defined benefit pension plan funding rules PBGC premiums Regulatory and Other Executive Order on Strengthening Retirement Security in America ERISA Uniformity Electronic communication and disclosure of benefits information Required minimum distribution (RMD) rules related to 403 (b) plans Multiple Employer Plans - MEPs Multiemployer pension plan issues State retirement plan initiatives Plan administration - certification of hardship withdrawals and determination letter program Hardship Withdrawals Lump sum payments Student loan repayment benefit Missing Participants Emergency savings

-

Legislative Prescription Drug Rebates & Costs Bill - S. 657 The Middle Class Health Benefits Tax Repeal Act - H.R. 748/S. 684 Health Care Reform - ongoing legislative and regulatory implementation of the Patient Protection and Affordable Care Act (ACA), Cadillac tax on health benefits Continuing Appropriations Act of 2018 - H.J. Res. 125 - two year delay of the Cadillac Tax Fiscal Year 2019 budget proposal - provisions affecting employer-sponsored benefits Protecting Patients from Surprise Medical Bills Act - Legislative Discussion Draft Health care cost and transparency Drug pricing proposals Fiscal Year 2020 Budget Proposal Federal paid leave legislation Regulatory and Other ERISA uniformity Health care cost and transparency Health Reimbursement Accounts (HRAs) - Proposed regulations to use HRAs to purchase health insurance on the individual markets High Deductible Health Plans (HDHPs) Health Savings Accounts (HSAs) Department of Health & Human Services - Blueprint to Lower Drug Prices and Reduce Out-of-Pocket Costs and proposed rule on removal of safe harbor protections for rebates Proposed rule - 21st Century Cures Act: Interoperability, Information Blocking, and the ONC Health IT Certification Program Presidential Executive Order: Reducing Regulation and Controlling Regulatory Cost Presidential Executive Order: Minimizing the Economic Burden of the Patient Protection and Affordable Care Act Pending Repeal Presidential Executive Order Promoting Healthcare Choice and Competition Across the United States - STLDI Medicare Advantage Program State health care requirements affecting self-insured plans FAQs - proposed guidance regarding implementation the Mental Health Parity and Addiction Equity Act of 2008 (MHPAEA) - as amended by the Affordable Care Act (ACA) and the 21st Century Cures Act Electronic communication and disclosure of benefits information Paid leave proposals and issues

-

Lobbyists:

WILBER, KATHRYN
HOWLAND, DIANN
KLEIN, JAMES
DUDLEY, LYNN Diehl
JACOBSON, JANET
RANDOLPH, JILL

SCHUMAN, ILYSE
Held the following Government positions
Senate HELP Committee, Chief Labor Counsel, Minority Staff Director, Chief Counsel

Foreign Entities:

Foreign Entity Name:
Alta Gas Corporation
Country :
CANADA
Contribution :
$0



Lobbying on the following issues:

RETIREMENT HEALTH ISSUES

Legislative Protecting American Families Retirement Advice Act - H.R. 355 Pension and Budget Integrity Act of 2017 - S. 270/H.R. 761 Retirement Security for American Workers Act - H.R. 854 Retirement Security Preservation Act of 2017 - S.852/H.R. 1962 Lifetime Income Disclosure Act - S. 868/H.R. 2055 Shrinking Emergency Account Losses Act of 2017 (SEAL Act) - S. 940 Savings Enhancement by Alleviating Leakage in 401(k) Savings Act - H.R. 2030 Keep Our Pension Promises Act - S. 1076 Affordable Retirement Advice Protection Act - S. 1321 Retirement Savings Lost and Found Act of 2018 - S. 2474/H.R. 6540 Retirement Enhancement and Savings Act (RESA) of 2018 - S. 2526/H.R. 5282 The Strengthening Financial Security Through Short-Term Savings Act - S. 3218 The Small Business Employees Retirement Enhancement Act - S.3219 The Refund to Rainy Day Savings Act - S. 3220 The Retirement Flexibility Act - S. 3221 Womens Pension Protection Act of 2018 - S. 3436/H.R. 7026 Protecting Taxpayers Act - S. 3278 Encouraging Americans to Save Act - S. 3636 Affordable Retirement Advice for Savers Act - H.R. 2823 Rightsizing Pension Premiums Act - H.R. 3596 The Protecting Adviser for Small Savers (PASS) Act of 2017 - H.R. 3857 Retirement Plan Modernization Act - H.R. 4158 Workflex in the 21st Century Act - H.R. 4219 Automatic Retirement Plan Act - H.R. 4523 Retirement Plan Simplification and Enhancement Act - H.R. 4524 Increasing Access to a Secure Retirement Act of 2017 - H.R. 4604 Receiving Electronic Statements to Improve Retiree Earnings (RETIRE) Act - H.R 4610/ S. 3795 Small Business Add Value for Employees (SAVE) Act - H.R. 4637 Everyday Philanthropist Act - H.R. 6616 Tax Reform 2.0: The Family Savings Act - H.R. 6757: The Protecting Family and Small Business Tax Cuts Act - H.R. 6760; The American Innovations Act - H.R. 6756 The Portable Retirement and Investment Account Act of 2018 - H.R. 6990 Retirement Parity for Student Loans Act of 2018 - S. 3771 Retirement Security & Savings Act - S. 3781 Retirement, Savings, and Other Tax Relief Act of 2018 Tax Incentives for 401 (k) contributions Financial literacy The Bipartisan Budget Act of 2018 Consolidated Appropriations Act of 2018 Fiscal Year 2019 budget proposal - provisions affecting employer-sponsored benefits Regulatory and Other Executive Order on Strengthening Retirement Security in America ERISA Preemption Federal disaster tax, filing and reporting relief for employers and individuals Electronic communication and disclosure of benefits information Mortality tables Non-discrimination issues affecting defined benefit plans Defined benefit pension plan funding rules PBGC premiums PBGC Early Warning Program Hybrid plan rules, including Pension Equity Plans Fiduciary Definition Executive & nonqualified deferred compensation Multiple Employer Plans - MEPs Multiemployer pension plan issues State retirement plan initiatives Plan administration - certification of hardship withdrawals and determination letter program Hardship Withdrawals Lump sum payments Paid leave proposals and issues Student loan repayment benefit Missing Participants Independent Workers Emergency savings Pleading standards

-

Legislative Opioids Crisis Response Act - S. 2680/H.R. 6 Health Care Reform - ongoing legislative and regulatory implementation of the Patient Protection and Affordable Care Act (ACA), Cadillac tax on health benefits Continuing Appropriations Act of 2018 - H.J. Res. 125 - two year delay of the Cadillac Tax Middle Class Health Benefits Tax Repeal Act of 2017 - S. 58/H.R. 173 Health Savings Act of 2017 - S. 403/H.R. 1175 Creating High Quality-Results and Outcomes Necessary to Improve Chronic (CHRONIC) Care Act - S. 870 Save American Workers Act - H.R. 3798 Chronic Disease Management Act of 2018 - S. 2410/H.R. 4978 Broader Options for Americans Act - H.R. 2579 Commonsense Reporting Act of 2017 - S. 1908/H.R. 3919 Workflex in the 21st Century Act - H.R. 4219 ACA Relief Legislation - H.R. 4616 Bipartisan HSA Improvements Act of 2018 - H.R. 5138 HSA Employer Flexibility Act - H.R. 6128 Restoring Access to Medication and Modernizing Health Savings Accounts Act - S. 6199 Increasing Access to Lower Premium Plans and Expanding Health Savings Accounts Act - H.R. 6311 Patient Right to Know Drug Prices Act - S. 2554 Paid Family Leave Pilot Extension Act of 2018 - S. 3412 Reducing Costs for Out-of-Network Service Act of 2018 - S. 3541 No More Surprise Medical Bills Act of 2018 - S. 3592 Retirement, Savings, and Other Tax Relief Act of 2018 Protecting Patients from Surprise Medical Bills Act - Legislative Discussion Draft The Bipartisan Budget Act of 2018 Consolidated Appropriations Act of 2018 Fiscal Year 2019 budget proposal - provisions affecting employer-sponsored benefits Cost transparency and out-of-network billing Regulatory and Other Cost transparency Association Health Plans (AHPs) Health Reimbursement Accounts (HRAs) - Proposed regulations to use HRAs to purchase health insurance on the individual markets High Deductible Health Plans (HDHPs) Health Savings Accounts (HSAs) Department of Health & Human Services - Blueprint to Lower Drug Prices and Reduce Out-of-Pocket Costs Federal disaster tax, filing and reporting relief for employers and individuals Presidential Executive Order: Reducing Regulation and Controlling Regulatory Cost Presidential Executive Order: Minimizing the Economic Burden of the Patient Protection and Affordable Care Act Pending Repeal Presidential Executive Order Promoting Healthcare Choice and Competition Across the United States - STLDI Employer wellness programs - nondiscrimination rules: Americans with Disabilities ACT (ADA) & Genetic Information Nondiscrimination Act (GINA) - Final regulations Medicare Advantage Program State health care requirements affecting self-insured plans FAQs - proposed guidance regarding implementation the Mental Health Parity and Addiction Equity Act of 2008 (MHPAEA) - as amended by the Affordable Care Act (ACA) and the 21st Century Cures Act Electronic communication and disclosure of benefits information Paid leave proposals and issues

-

Lobbyists:

WILBER, KATHRYN
HOWLAND, DIANN
KLEIN, JAMES
DUDLEY, LYNN Diehl
JACOBSON, JANET
RANDOLPH, JILL

SCHUMAN, ILYSE
Held the following Government positions
Senate HELP Committee, Chief Labor Counsel, Minority Staff Director, Chief Counsel

Foreign Entities:

Foreign Entity Name:
Aon, plc
Country :
UNITED KINGDOM
Contribution :
$0



Lobbying on the following issues:

RETIREMENT HEALTH ISSUES

Legislative Coronavirus COVID-19 Pandemic Response - employer-sponsored retirement and other benefit plans (pension plan relief and defined contribution plan issues) Coronavirus Preparedness and Response Supplemental Appropriations Act - H.R. 6074 (Public Law 116-123) Families First Coronavirus Response Act - H.R. 6201 (Public Law 116-127) Coronavirus Aid, Relief, and Economic Security Act (CARES) Act - H.R. 748 (Public Law 116-136) Retirement Security Act of 2019 - S. 321 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Enhancement and Savings Act of 2019 - S. 972 Family Savings Act of 2019 - H.R. 1084 Providing Retirement Security to Workers in Small Businesses, Cooperatives and Service Organizations Act - H.R. 1993 Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 - H.R. 1994 Further Consolidated Appropriations Act, 2020 - H.R 1865 & H.R. 1158 - SECURE Act - H.R. 1994 Retirement Parity for Student Loans Act - S. 1428/H.R. 6276 The Retirement Security & Savings Act - S. 1431 Wall Street Tax Act of 2019 - H.R. 1516/S. 647 Inclusive Prosperity Act of 2019 - S. 1587/H.R. 2923 Retirement Security Preservation Act - S. 2352 Pension and Budget Integrity Act (PBIA) - H.R. 4035 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Plan Modernization Act - H.R. 5676 Information Needed for Financial Options Risk Mitigation (INFORM) Act - S. 3417 Tax Incentives for 401 (k) contributions Automatic 401 (k) Act Fiscal Year (FY) 2021 Budget Proposal Financial wellness Defined benefit pension plan funding rules PBGC premiums Environmental, Social and Governance (ESG) principals in investing Form 5500 reporting - state required plan exemptions and Professional Employer Organizations (PEOs) Cybersecurity Regulatory and Other Coronavirus COVID-19 Pandemic Response - employer-sponsored retirement and other benefit plans (pension plan relief and defined contribution plan issues) Executive Order - Environmental, Social and Governance (ESG) principles in investing Executive Order on Strengthening Retirement Security in America SEC Best Interest Standard Guidance - clarification of regular rate of pay application to benefits Treasury/IRS -Pooled Employer Plans (PEPs) - comments under SERCURE Act Department of Labor Proposed Rule: Default Electronic Disclosure by Employee Pension Benefits Plans Lump sum payments to participants in pay status PBGC Proposed Rule on Lump Sum Payment Assumptions IRS Proposed New Rules under Section 162 (m) - executive compensation Cyber security DOL - Definition of Fiduciary Emergency savings ERISA Uniformity Excise tax on private foundations Form 5500 Reporting Missing Participants Mortality Tables - Improvements Multiple Employer Plans - MEPs Multiemployer pension plan issues Non-discrimination issues affecting defined benefit plans - Additional Temporary Nondiscrimination Relief for Closed Defined Benefit Plans Paid leave proposals and issues State retirement plan initiatives Plan administration - certification of hardship withdrawals and determination letter program Required minimum distribution (RMD) rules related to 403 (b) plans Student loan repayment benefit

-

Legislative Coronavirus COVID-19 Pandemic Response - employer-sponsored health, paid leave and other benefit plans (Cost-sharing, Tele-health, COBRA Subsidies) Coronavirus Preparedness and Response Supplemental Appropriations Act - H.R. 6074 (Public Law 116-123) Families First Coronavirus Response Act - H.R. 6201 (Public Law 116-127) Coronavirus Aid, Relief, and Economic Security Act (CARES) Act - H.R. 748 (Public Law 116-136) Lower Prescription Drug Costs Now Act - H.R. 3 Prescription Drug Pricing Reduction Act - S. 2543 Prescription Drug Rebates & Costs Bill - S. 657 Health care cost and transparency, drug pricing Know the Price Act - H.R. 6005 Surprise Medical Billing Ban Surprise Billing Act - H.R. 5800 Consumer Protections Against Surprise Medical Bills Act - H.R. 5826 The STOP Surprise Medical Bills Act - S. 1531 Protecting People from Surprise Medical Bills Act - H.R. 3502 No Surprises Act - H.R 3630 End Surprise Medical Billing Act - H.R. 861 Telehealth Expansion Act - S. 3539 Reauthorizing and Extending Americas Community Health (REACH) Act - H.R. 2328 Lower Health Care Costs Act - S. 1895 Fiscal Year (FY) 2021 Budget Proposal Paid Family Leave Pilot Extension Act - S. 1628 New Parents Act - S. 920 Family and Medical Insurance Leave (FAMILY) Act - S.463/H.R. 1185 Chronic Disease Management Act - S.1948/H.R. 3709 Patient-Centered Outcomes Research Institute (PCORI) - reauthorization Regulatory and Other Coronavirus COVID-19 Pandemic Response - employer-sponsored health, paid leave and other benefit plans (Cost-sharing, Tele-health , COBRA Subsidies) Executive Order - Protecting and Improving Medicare for our Nations Seniors Executive Order - Improving Price and Quality Transparency in American Healthcare to Put Patients First HHS - Proposed Rule - addressing drug manufacturers coupons, annual limitation on cost sharing, guidance regarding small employer health reimbursement arrangements (QSEHRAs), and value-based insurance design Departments of Treasury, Labor and Health and Human Services (HHS) - Proposed Price Transparency Rule ERISA uniformity Health Reimbursement Arrangements (HRAs) - application of employer mandate to individual coverage HRAs - Proposed Rule High Deductible Health Plans (HDHPs) Health Savings Accounts (HSAs) Medicare Advantage Program State health care requirements affecting self-insured plans State privacy regulations affecting employer sponsored plans Electronic communication and disclosure of benefits information - Department of Labor Proposed Rule: Default Electronic Disclosure by Employee Pension Benefits Plans Paid leave proposals and issues Patient Protection and Affordable Care Act (ACA) - reporting requirements

-

Lobbyists:

HOWLAND, DIANN
KLEIN, JAMES
DUDLEY, LYNN Diehl
JACOBSON, JANET
RANDOLPH, JILL
JOHNSON, KATHRYN

SCHUMAN, ILYSE
Held the following Government positions
Senate HELP Committee, Chief Labor Counsel, Minority Staff Director, Chief Counsel



Money Spent:

Amount Client Government Entities

$321,516

Oct 17, 2019

THIRD QUARTER REPORT

AMERICAN BENEFITS COUNCIL

SENATE
Labor, Dept of (DOL)
Centers For Medicare and Medicaid Services (CMS)
White House Office
Equal Employment Opportunity Commission (EEOC)
Internal Revenue Service (IRS)
Securities & Exchange Commission (SEC)
HOUSE OF REPRESENTATIVES
Health & Human Services, Dept of (HHS)
Pension Benefit Guaranty Corporation (PBGC)
Treasury, Dept of

$319,244

Jan 16, 2020

FOURTH QUARTER REPORT

AMERICAN BENEFITS COUNCIL

SENATE
Labor, Dept of (DOL)
Centers For Medicare and Medicaid Services (CMS)
White House Office
Equal Employment Opportunity Commission (EEOC)
Internal Revenue Service (IRS)
Securities & Exchange Commission (SEC)
HOUSE OF REPRESENTATIVES
Health & Human Services, Dept of (HHS)
Pension Benefit Guaranty Corporation (PBGC)
Treasury, Dept of

$311,457

Jul 17, 2019

SECOND QUARTER REPORT

AMERICAN BENEFITS COUNCIL

SENATE
Labor, Dept of (DOL)
Centers For Medicare and Medicaid Services (CMS)
White House Office
Equal Employment Opportunity Commission (EEOC)
Internal Revenue Service (IRS)
Securities & Exchange Commission (SEC)
HOUSE OF REPRESENTATIVES
Health & Human Services, Dept of (HHS)
Pension Benefit Guaranty Corporation (PBGC)
Treasury, Dept of

$286,391

Apr 17, 2019

FIRST QUARTER REPORT

AMERICAN BENEFITS COUNCIL

SENATE
Labor, Dept of (DOL)
Centers For Medicare and Medicaid Services (CMS)
White House Office
Equal Employment Opportunity Commission (EEOC)
Internal Revenue Service (IRS)
Securities & Exchange Commission (SEC)
HOUSE OF REPRESENTATIVES
Health & Human Services, Dept of (HHS)
Pension Benefit Guaranty Corporation (PBGC)
Treasury, Dept of

$286,066

Jan 21, 2019

FOURTH QUARTER REPORT

AMERICAN BENEFITS COUNCIL

SENATE
Labor, Dept of (DOL)
Centers For Medicare and Medicaid Services (CMS)
White House Office
Equal Employment Opportunity Commission (EEOC)
Internal Revenue Service (IRS)
Securities & Exchange Commission (SEC)
HOUSE OF REPRESENTATIVES
Health & Human Services, Dept of (HHS)
Pension Benefit Guaranty Corporation (PBGC)
Treasury, Dept of

$235,763

Apr 12, 2020

FIRST QUARTER REPORT

AMERICAN BENEFITS COUNCIL

SENATE
Labor, Dept of (DOL)
Centers For Medicare and Medicaid Services (CMS)
White House Office
Equal Employment Opportunity Commission (EEOC)
Internal Revenue Service (IRS)
Securities & Exchange Commission (SEC)
HOUSE OF REPRESENTATIVES
Health & Human Services, Dept of (HHS)
Pension Benefit Guaranty Corporation (PBGC)
Treasury, Dept of