Filed Requests for Report Language in the Committee on Appropriations, Subcommittee on Labor, HHS, Education and Related Agencies, to change the cap on HRA Excepted Benefit programs from the current $1,800 per family to $1,800 per enrolled participant. Requested that HHS, Treasury and Labor determine whether a change in the cap from $1,800 per enrolled family to $1,800 per enrolled participant, indexed for inflation, would provide an enrolled participant, including a retiree, with the ability to choose the types of treatment or coverage that is best suited to his or her needs and any dependents. The report would be due 90 days from the date of the bill's enactment.
Requested assistance from the Senate and House offices and relevant Committees on upcoming reconciliation activity due to the passage of the budget framework to address the situation with Employer Group Waiver Plans (EGWPs).
Followed two bills: Rep. Patrick McHenry (R-NC) introduced H.Res.249, a Resolution which is Expressing the sense of the House of Representatives that the Congress should not impose a financial transaction tax on individuals or market intermediaries in connection with trades executed on the National Market System or alternative trading systems. The Resolution was introduced on March 17 and was referred to the Committee on Ways and Means.
H.R. 328, the Wall Street Tax Act, would create a financial transaction tax on the sale of stocks, bonds, and derivatives at 0.1 percent (10 basis points), which could raise approximately $777 billion over ten (10) years.
Followed a joint resolution: Senator Sherrod Brown (D-OH) introduced S.J.Res.16, a joint resolution providing for disapproval under chapter 8 of title 5, United States Code, of the rule finalized by the Securities and Exchange Commission (SEC). The joint resolution, filed under the Congressional Review Act (CRA), would reverse the SECs final rule in September 2020 relating to "Procedural Requirements and Resubmission Thresholds Under Exchange Act Rule 14a-8."
Continued advocacy on the impact to Employer Group Waiver Plans (EGWPs) with respect to S. 2543, the Prescription Drug Pricing Reduction Act of 2019, from last session, and H.R. 3, the Elijah E. Cummings Lower Drug Costs Now Act of 2021, which does not include a fix for Employer Group Waiver Plans (EGWPs). Continued education on the impact of changes to Medicare Part D restructuring for EGWP plans with House and Senate members, the pending Rebate Rule which has been stayed by the Biden Administration and its consequences to plan sponsors.
Continued advocacy on the Windfall Elimination Provision (WEP) in the House and Senate. On April 1, Chairman Richard Neal (D-MA) introduced H.R. 2337, a bill to amend title II of the Social Security Act to provide an equitable Social Security formula for individuals with noncovered employment and to provide relief for individuals currently affected by the Windfall Elimination Provision.
Monitored H.R. 82, the Social Security Fairness Act of 2021, which repeals provisions that reduce Social Security benefits for individuals who receive other benefits, such as a pension from a state or local government, eliminates the government pension offset and the windfall elimination provision. These changes would be effective for benefits payable after December 2021.
On April 22, Senator Sherrod Brown (D-OH) reintroduced his bill to amend title II of the Social Security Act to repeal the government pension offset (GPO) and windfall elimination provisions (WEP). The bill is S. 1302.
On May 20, Senators Rob Portman (R-OH) and Ben Cardin (D-MD) introduced their bipartisan legislation, S. 1770, a bill to amend the Internal Revenue Code of 1986 to reform retirement provisions, and for other purposes. SERS is following this bill.
On May 20, Senators Patty Murray (D-WA) and Tina Smith (D-MN) introduced S. 1762, a bill to amend the Employee Retirement Income Security Act of 1974 to permit retirement plans to consider certain factors in investment decisions. SERS is following the bill.
Chairman Richard Neal (D-MA) and Ranking Member Kevin Brady (R-TX), serving on the House Committee on Ways and Means, introduced H.R. 2954, the Securing a Strong Retirement Act of 2021, or SECURE Act 2.0. SERS is following the bill.
SERS and other organizations have sought the repeal of the Rebate Rule, promulgated by the previous administration. SERS has requested that HHS/Medicare work with the Biden administration on the Medicare Part D restructuring proposals to address the issues for Employer Group Waiver Plans (EGWPs). We have discussed the potential for legislative and/or regulatory actions for consideration for the under-65 retiree population and to address the high cost of prescription drug costs.
Senator Sherrod Brown (D-OH), along with Senators Tammy Baldwin (D-WI) and Debbie Stabenow (D-MI) introduced the Medicare at 50 Act, S. 1279, on April 21, which we are following.
H.R. 1868, which extended a suspension of Medicare sequestration and make other technical changes to Medicare payments and Medicaid eligibility, was signed by President Biden. The bill also took care of the pay-go provisions which would have applied to the American Rescue Plan.
H.R. 19, the Lower Costs, More Cures Act was reintroduced on April 21. Reps. Brad Wenstrup (R-OH) and Bob Latta (R-OH) are the two Ohio co-sponsors. SERS is following this bill in the House and the Senate companion bill, which was introduced.
Duration: April 2, 2018
to
August 31, 2021
General Issues: Budget/Appropriations , Financial Institutions/Investments/Securities , Health Issues , Retirement , Medicare/Medicaid , Government Issues , Taxation/Internal Revenue Code
Spending: about $137,988 (But it's complicated. Here's why.)
It can be tricky to figure out how much an organization spent on a particular lobbying engagement. The law only requires lobbyists to report the amount they were paid for federal lobbying each quarter rounded to the nearest $10,000—and if it's less than $3,000 in a given quarter (or less than $13,000 for organizations with in-house lobbyists), they don't have to disclose it at all. Plus, some organizations include spending that doesn’t belong in the report—for instance, money spent lobbying state governments or other legal work.
Agencies lobbied since 2018: House of Representatives, U.S. Senate, Centers For Medicare and Medicaid Services (CMS), Health & Human Services - Dept of (HHS), Labor - Dept of (DOL), Treasury - Dept of, Medicare Payment Advisory Commission (MedPAC), Internal Revenue Service (IRS)
Lobbyists
Lobbyists named here were listed on a filing related to this lobbying engagement. They may not be working on it now. Occasionally, a single lobbyist whose name is spelled two different ways on filings may be represented twice here.
Disclosures Filed
Once a lobbying engagement begins, the lobbyist or firm is required to file updates four times a year. Those updates sometimes change which lobbyists are involved or add new issues being discussed. When lobbyists stop working for a client, the firm is also supposed to file a report disclosing the end of the relationship.
3rd Quarter, 2021
In Q3, CARLOW CONSULTING, LLC lobbied for School Employees Retirement System of Ohio , earning $9,999. The report was filed on Sept. 1, 2021.
Original Filing: 301295092.xml
Lobbying Issues
Filed Requests for Report Language in the Committee on Appropriations, Subcommittee on Labor, HHS, Education and Related Agencies, to change the cap on HRA Excepted Benefit programs from the current $1,800 per family to $1,800 per enrolled participant. Requested that HHS, Treasury and Labor determine whether a change in the cap from $1,800 per enrolled family to $1,800 per enrolled participant, indexed for inflation, would provide an enrolled participant, including a retiree, with the ability to choose the types of treatment or coverage that is best suited to his or her needs and any dependents. The report would be due 90 days from the date of the bill's enactment.
Requested assistance from the Senate and House offices and relevant Committees on upcoming reconciliation activity due to the passage of the budget framework to address the situation with Employer Group Waiver Plans (EGWPs).
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Followed two bills: Rep. Patrick McHenry (R-NC) introduced H.Res.249, a Resolution which is Expressing the sense of the House of Representatives that the Congress should not impose a financial transaction tax on individuals or market intermediaries in connection with trades executed on the National Market System or alternative trading systems. The Resolution was introduced on March 17 and was referred to the Committee on Ways and Means.
H.R. 328, the Wall Street Tax Act, would create a financial transaction tax on the sale of stocks, bonds, and derivatives at 0.1 percent (10 basis points), which could raise approximately $777 billion over ten (10) years.
Followed a joint resolution: Senator Sherrod Brown (D-OH) introduced S.J.Res.16, a joint resolution providing for disapproval under chapter 8 of title 5, United States Code, of the rule finalized by the Securities and Exchange Commission (SEC). The joint resolution, filed under the Congressional Review Act (CRA), would reverse the SECs final rule in September 2020 relating to "Procedural Requirements and Resubmission Thresholds Under Exchange Act Rule 14a-8."
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Continued advocacy on the impact to Employer Group Waiver Plans (EGWPs) with respect to S. 2543, the Prescription Drug Pricing Reduction Act of 2019, from last session, and H.R. 3, the Elijah E. Cummings Lower Drug Costs Now Act of 2021, which does not include a fix for Employer Group Waiver Plans (EGWPs). Continued education on the impact of changes to Medicare Part D restructuring for EGWP plans with House and Senate members, the pending Rebate Rule which has been stayed by the Biden Administration and its consequences to plan sponsors.
Agencies Lobbied
U.S. Senate
Lobbying Issues
Continued advocacy on the Windfall Elimination Provision (WEP) in the House and Senate. On April 1, Chairman Richard Neal (D-MA) introduced H.R. 2337, a bill to amend title II of the Social Security Act to provide an equitable Social Security formula for individuals with noncovered employment and to provide relief for individuals currently affected by the Windfall Elimination Provision.
Monitored H.R. 82, the Social Security Fairness Act of 2021, which repeals provisions that reduce Social Security benefits for individuals who receive other benefits, such as a pension from a state or local government, eliminates the government pension offset and the windfall elimination provision. These changes would be effective for benefits payable after December 2021.
On April 22, Senator Sherrod Brown (D-OH) reintroduced his bill to amend title II of the Social Security Act to repeal the government pension offset (GPO) and windfall elimination provisions (WEP). The bill is S. 1302.
On May 20, Senators Rob Portman (R-OH) and Ben Cardin (D-MD) introduced their bipartisan legislation, S. 1770, a bill to amend the Internal Revenue Code of 1986 to reform retirement provisions, and for other purposes. SERS is following this bill.
On May 20, Senators Patty Murray (D-WA) and Tina Smith (D-MN) introduced S. 1762, a bill to amend the Employee Retirement Income Security Act of 1974 to permit retirement plans to consider certain factors in investment decisions. SERS is following the bill.
Chairman Richard Neal (D-MA) and Ranking Member Kevin Brady (R-TX), serving on the House Committee on Ways and Means, introduced H.R. 2954, the Securing a Strong Retirement Act of 2021, or SECURE Act 2.0. SERS is following the bill.
Agencies Lobbied
U.S. Senate
Lobbying Issues
SERS and other organizations have sought the repeal of the Rebate Rule, promulgated by the previous administration. SERS has requested that HHS/Medicare work with the Biden administration on the Medicare Part D restructuring proposals to address the issues for Employer Group Waiver Plans (EGWPs). We have discussed the potential for legislative and/or regulatory actions for consideration for the under-65 retiree population and to address the high cost of prescription drug costs.
Senator Sherrod Brown (D-OH), along with Senators Tammy Baldwin (D-WI) and Debbie Stabenow (D-MI) introduced the Medicare at 50 Act, S. 1279, on April 21, which we are following.
H.R. 1868, which extended a suspension of Medicare sequestration and make other technical changes to Medicare payments and Medicaid eligibility, was signed by President Biden. The bill also took care of the pay-go provisions which would have applied to the American Rescue Plan.
H.R. 19, the Lower Costs, More Cures Act was reintroduced on April 21. Reps. Brad Wenstrup (R-OH) and Bob Latta (R-OH) are the two Ohio co-sponsors. SERS is following this bill in the House and the Senate companion bill, which was introduced.
Agencies Lobbied
U.S. House of Representatives
3rd Quarter, 2021
CARLOW CONSULTING, LLC terminated an engagement in which they represented School Employees Retirement System of Ohio on Sept. 1, 2021.
Original Filing: 301295093.xml
Lobbying Issues
Filed Requests for Report Language in the Committee on Appropriations, Subcommittee on Labor, HHS, Education and Related Agencies, to change the cap on HRA Excepted Benefit programs from the current $1,800 per family to $1,800 per enrolled participant. Requested that HHS, Treasury and Labor determine whether a change in the cap from $1,800 per enrolled family to $1,800 per enrolled participant, indexed for inflation, would provide an enrolled participant, including a retiree, with the ability to choose the types of treatment or coverage that is best suited to his or her needs and any dependents. The report would be due 90 days from the date of the bill's enactment.
Requested assistance from the Senate and House offices and relevant Committees on upcoming reconciliation activity due to the passage of the budget framework to address the situation with Employer Group Waiver Plans (EGWPs).
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Followed two bills: Rep. Patrick McHenry (R-NC) introduced H.Res.249, a Resolution which is Expressing the sense of the House of Representatives that the Congress should not impose a financial transaction tax on individuals or market intermediaries in connection with trades executed on the National Market System or alternative trading systems. The Resolution was introduced on March 17 and was referred to the Committee on Ways and Means.
H.R. 328, the Wall Street Tax Act, would create a financial transaction tax on the sale of stocks, bonds, and derivatives at 0.1 percent (10 basis points), which could raise approximately $777 billion over ten (10) years.
Followed a joint resolution: Senator Sherrod Brown (D-OH) introduced S.J.Res.16, a joint resolution providing for disapproval under chapter 8 of title 5, United States Code, of the rule finalized by the Securities and Exchange Commission (SEC). The joint resolution, filed under the Congressional Review Act (CRA), would reverse the SECs final rule in September 2020 relating to "Procedural Requirements and Resubmission Thresholds Under Exchange Act Rule 14a-8."
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Continued advocacy on the impact to Employer Group Waiver Plans (EGWPs) with respect to S. 2543, the Prescription Drug Pricing Reduction Act of 2019, from last session, and H.R. 3, the Elijah E. Cummings Lower Drug Costs Now Act of 2021, which does not include a fix for Employer Group Waiver Plans (EGWPs). Continued education on the impact of changes to Medicare Part D restructuring for EGWP plans with House and Senate members, the pending Rebate Rule which has been stayed by the Biden Administration and its consequences to plan sponsors.
Agencies Lobbied
U.S. Senate
Lobbying Issues
Continued advocacy on the Windfall Elimination Provision (WEP) in the House and Senate. On April 1, Chairman Richard Neal (D-MA) introduced H.R. 2337, a bill to amend title II of the Social Security Act to provide an equitable Social Security formula for individuals with noncovered employment and to provide relief for individuals currently affected by the Windfall Elimination Provision.
Monitored H.R. 82, the Social Security Fairness Act of 2021, which repeals provisions that reduce Social Security benefits for individuals who receive other benefits, such as a pension from a state or local government, eliminates the government pension offset and the windfall elimination provision. These changes would be effective for benefits payable after December 2021.
On April 22, Senator Sherrod Brown (D-OH) reintroduced his bill to amend title II of the Social Security Act to repeal the government pension offset (GPO) and windfall elimination provisions (WEP). The bill is S. 1302.
On May 20, Senators Rob Portman (R-OH) and Ben Cardin (D-MD) introduced their bipartisan legislation, S. 1770, a bill to amend the Internal Revenue Code of 1986 to reform retirement provisions, and for other purposes. SERS is following this bill.
On May 20, Senators Patty Murray (D-WA) and Tina Smith (D-MN) introduced S. 1762, a bill to amend the Employee Retirement Income Security Act of 1974 to permit retirement plans to consider certain factors in investment decisions. SERS is following the bill.
Chairman Richard Neal (D-MA) and Ranking Member Kevin Brady (R-TX), serving on the House Committee on Ways and Means, introduced H.R. 2954, the Securing a Strong Retirement Act of 2021, or SECURE Act 2.0. SERS is following the bill.
Agencies Lobbied
U.S. Senate
Lobbying Issues
SERS and other organizations have sought the repeal of the Rebate Rule, promulgated by the previous administration. SERS has requested that HHS/Medicare work with the Biden administration on the Medicare Part D restructuring proposals to address the issues for Employer Group Waiver Plans (EGWPs). We have discussed the potential for legislative and/or regulatory actions for consideration for the under-65 retiree population and to address the high cost of prescription drug costs.
Senator Sherrod Brown (D-OH), along with Senators Tammy Baldwin (D-WI) and Debbie Stabenow (D-MI) introduced the Medicare at 50 Act, S. 1279, on April 21, which we are following.
H.R. 1868, which extended a suspension of Medicare sequestration and make other technical changes to Medicare payments and Medicaid eligibility, was signed by President Biden. The bill also took care of the pay-go provisions which would have applied to the American Rescue Plan.
H.R. 19, the Lower Costs, More Cures Act was reintroduced on April 21. Reps. Brad Wenstrup (R-OH) and Bob Latta (R-OH) are the two Ohio co-sponsors. SERS is following this bill in the House and the Senate companion bill, which was introduced.
Agencies Lobbied
U.S. House of Representatives
2nd Quarter, 2021
In Q2, CARLOW CONSULTING, LLC lobbied for School Employees Retirement System of Ohio , earning $9,999. The report was filed on July 19, 2021.
Original Filing: 301283474.xml
Lobbying Issues
Filed Requests for Report Language in the Committee on Appropriations, Subcommittee on Labor, HHS, Education and Related Agencies, to change the cap on HRA Excepted Benefit programs from the current $1,800 per family to $1,800 per enrolled participant. Requested that HHS, Treasury and Labor determine whether a change in the cap from $1,800 per enrolled family to $1,800 per enrolled participant, indexed for inflation, would provide an enrolled participant, including a retiree, with the ability to choose the types of treatment or coverage that is best suited to his or her needs and any dependents. The report would be due 90 days from the date of the bill's enactment.
Followed H.R. 1319, the "American Rescue Plan Act of 2021, which included relief for multiemployer and single employer pension plans. The bill also included language that the $350 billion in funding for state and local governments could not be used for pensions.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Followed two bills: Rep. Patrick McHenry (R-NC) introduced H.Res.249, a Resolution which is Expressing the sense of the House of Representatives that the Congress should not impose a financial transaction tax on individuals or market intermediaries in connection with trades executed on the National Market System or alternative trading systems. The Resolution was introduced on March 17 and was referred to the Committee on Ways and Means.
H.R. 328, the Wall Street Tax Act, would create a financial transaction tax on the sale of stocks, bonds, and derivatives at 0.1 percent (10 basis points), which could raise approximately $777 billion over ten (10) years.
Followed a joint resolution: Senator Sherrod Brown (D-OH) introduced S.J.Res.16, a joint resolution providing for disapproval under chapter 8 of title 5, United States Code, of the rule finalized by the Securities and Exchange Commission (SEC). The joint resolution, filed under the Congressional Review Act (CRA), would reverse the SECs final rule in September 2020 relating to "Procedural Requirements and Resubmission Thresholds Under Exchange Act Rule 14a-8."
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Continued advocacy on the impact to Employer Group Waiver Plans (EGWPs) with respect to S. 2543, the Prescription Drug Pricing Reduction Act of 2019, from last session, and H.R. 3, the Elijah E. Cummings Lower Drug Costs Now Act of 2021, which does not include a fix for Employer Group Waiver Plans (EGWPs). Continued education on the impact of changes to Medicare Part D restructuring for EGWP plans with House and Senate members, the pending Rebate Rule which has been stayed by the Biden Administration and its consequences to plan sponsors.
Agencies Lobbied
U.S. Senate
Lobbying Issues
Continued advocacy on the Windfall Elimination Provision (WEP) in the House and Senate. On April 1, Chairman Richard Neal (D-MA) introduced H.R. 2337, a bill to amend title II of the Social Security Act to provide an equitable Social Security formula for individuals with noncovered employment and to provide relief for individuals currently affected by the Windfall Elimination Provision.
Monitored H.R. 82, the Social Security Fairness Act of 2021, which repeals provisions that reduce Social Security benefits for individuals who receive other benefits, such as a pension from a state or local government, eliminates the government pension offset and the windfall elimination provision. These changes would be effective for benefits payable after December 2021.
On April 22, Senator Sherrod Brown (D-OH) reintroduced his bill to amend title II of the Social Security Act to repeal the government pension offset (GPO) and windfall elimination provisions (WEP). The bill is S. 1302.
On May 20, Senators Rob Portman (R-OH) and Ben Cardin (D-MD) introduced their bipartisan legislation, S. 1770, a bill to amend the Internal Revenue Code of 1986 to reform retirement provisions, and for other purposes. SERS is following this bill.
On May 20, Senators Patty Murray (D-WA) and Tina Smith (D-MN) introduced S. 1762, a bill to amend the Employee Retirement Income Security Act of 1974 to permit retirement plans to consider certain factors in investment decisions. SERS is following the bill.
Chairman Richard Neal (D-MA) and Ranking Member Kevin Brady (R-TX), serving on the House Committee on Ways and Means, introduced H.R. 2954, the Securing a Strong Retirement Act of 2021, or SECURE Act 2.0. SERS is following the bill.
Agencies Lobbied
U.S. Senate
Lobbying Issues
SERS and other organizations have sought the repeal of the Rebate Rule, promulgated by the previous administration. SERS has requested that HHS/Medicare work with the Biden administration on the Medicare Part D restructuring proposals to address the issues for Employer Group Waiver Plans (EGWPs). We have discussed the potential for legislative and/or regulatory actions for consideration for the under-65 retiree population and to address the high cost of prescription drug costs.
Senator Sherrod Brown (D-OH), along with Senators Tammy Baldwin (D-WI) and Debbie Stabenow (D-MI) introduced the Medicare at 50 Act, S. 1279, on April 21, which we are following.
H.R. 1868, which extended a suspension of Medicare sequestration and make other technical changes to Medicare payments and Medicaid eligibility, was signed by President Biden. The bill also took care of the pay-go provisions which would have applied to the American Rescue Plan.
H.R. 19, the Lower Costs, More Cures Act was reintroduced on April 21. Reps. Brad Wenstrup (R-OH) and Bob Latta (R-OH) are the two Ohio co-sponsors. SERS is following this bill in the House and the Senate companion bill, which was introduced.
Agencies Lobbied
U.S. House of Representatives
1st Quarter, 2021
In Q1, CARLOW CONSULTING, LLC lobbied for School Employees Retirement System of Ohio , earning $9,999. The report was filed on April 20, 2021.
Original Filing: 301260345.xml
Lobbying Issues
Filed Requests for Report Language in the Committee on Appropriations, Subcommittee on Labor, HHS, Education and Related Agencies, to change the cap on HRA Excepted Benefit programs from the current $1,800 per family to $1,800 per enrolled participant. Requested that HHS, Treasury and Labor study and report whether a change in the cap from $1,800 per enrolled family to $1,800 per enrolled participant, indexed for inflation, would provide an enrolled participant, including a retiree, with the ability to choose the types of treatment or coverage that is best suited to his or her needs. The report would be due 90 days from the date of the bill's enactment.
Followed H.R. 1319, the "American Rescue Plan Act of 2021, which included relief for multiemployer and single employer pension plans. The bill also included language that the $350 billion in funding for state and local governments could not be used for pensions.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Followed two bills: Rep. Patrick McHenry (R-NC) introduced H.Res.249, a Resolution which is Expressing the sense of the House of Representatives that the Congress should not impose a financial transaction tax on individuals or market intermediaries in connection with trades executed on the National Market System or alternative trading systems. The Resolution was introduced on March 17 and was referred to the Committee on Ways and Means.
H.R. 328, the Wall Street Tax Act, would create a financial transaction tax on the sale of stocks, bonds, and derivatives at 0.1 percent (10 basis points), which could raise approximately $777 billion over ten (10) years.
Followed a joint resolution: Senator Sherrod Brown (D-OH) introduced S.J.Res.16, a joint resolution providing for disapproval under chapter 8 of title 5, United States Code, of the rule finalized by the Securities and Exchange Commission (SEC). The joint resolution, filed under the Congressional Review Act (CRA), would reverse the SECs final rule in September 2020 relating to "Procedural Requirements and Resubmission Thresholds Under Exchange Act Rule 14a-8."
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Continued advocacy on the impact to Employer Group Waiver Plans (EGWPs) with respect to S. 2543, the Prescription Drug Pricing Reduction Act of 2019, from last session, and H.R. 3, passed in the House, the Lower Drug Costs Now Act of 2019. Education on the impact of changes to Medicare Part D for EGWP plans with House and Senate members related to the Rebate Rule and its consequences to plan sponsors.
Agencies Lobbied
U.S. Senate
Lobbying Issues
Continued advocacy on the Windfall Elimination Provision (WEP) in the House and Senate. Monitored the House Committee on Ways and Means to see when Chairman Richard Neal would be introducing the WEP bill from last session.
Monitored H.R. 82, the Social Security Fairness Act of 2021, which repeals provisions that reduce Social Security benefits for individuals who receive other benefits, such as a pension from a state or local government, eliminates the government pension offset and the windfall elimination provision. These changes would be effective for benefits payable after December 2021.
Agencies Lobbied
U.S. Senate
Lobbying Issues
SERS and other organizations sought repeal of the Rebate Rule and requested that HHS/Medicare work with the Biden administration to address the problem for EGWPs. Discussed the potential for legislative and/or regulatory actions for consideration for the under-65 retiree population and to address the high cost of prescription drug costs.
Agencies Lobbied
U.S. House of Representatives
4th Quarter, 2020
In Q4, CARLOW CONSULTING, LLC lobbied for School Employees Retirement System of Ohio , earning $9,999. The report was filed on Jan. 18, 2021.
Original Filing: 301233245.xml
Lobbying Issues
Continued advocacy for inclusion of reauthorization language for Limited Wraparound Coverage for plan sponsors by Congress in the Appropriations bill for Labor, HHS, Education and Related Agencies, or through regulations promulgated by HHS/CMS, DOL and Treasury/IRS, for individual health insurance coverage. Wraparound coverage is a specialized offering targeted to help part-time workers and retirees whose employers or former employers meet standards of responsibility and have agreed to provide this supplemental coverage as an option.
Appropriation requests were submitted to House Committee on Appropriations members from Ohio to reauthorize Limited Wraparound Plans and the Senate offices. The final House appropriations report called on CMS to issue a report on Limited Wraparound Plans within 90 days.
Followed bills passed by Congress to aid Americans, state and local governments, small businesses and corporations impacted by the global pandemic. The bills had several provisions of interest for pension plans, state and local government, members and retirees. Language in the stimulus bill for state and local governments (which was not passed in December 2020) included language related to public pension liabilities and state/local spending.
Reviewed H.R. 133, the Consolidated Appropriations Act, 2021" to review COVID-19 issues for public pension plans, members and retirees. The appropriations within the bill covered a large number of subject areas.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Reviewed the bill related to the Financial Transaction Tax (FTT), H.R. 8695, the Protecting Retirement Savers and Everyday Investors Act. The bill would impose a limitation on taxation and fees on transactions by certain securities industry participants, and for other purposes. Also reviewed H.R. 2923, the Inclusive Prosperity Act of 2019, H.R. 1516, the Wall Street Tax Act of 2019," and S. 647, the companion Senate bill to the Wall Street Tax Act of 2019."
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Continued effort on addressing the impact on Employer Sponsored Group Plans (EGWPs) with respect to S. 2543, the Prescription Drug Pricing Reduction Act of 2019, and education on H.R. 3, which passed in the House, the Lower Drug Costs Now Act of 2019, in 2019. Education on the impact of changes to Medicare Part D for EGWP Plans with House and Senate members and the cost of the loss of rebates to plan sponsors. The rebate revenue was used to lower premiums for seniors.
Continued effort to seek cosponsors for Rep. Marcy Kaptur's (D-OH) bill, H.R. 4763, the Wraparound Health Coverage Protection Act of 2019, a bill to extend the limited wraparound coverage pilot program for an additional number of years (5), until December 31, 2024 and for other purposes. The bill would now need to reauthorize Limited Wraparound Plans due to the expiration of the pilot program in December 2019.
Contacted the offices of HHS and CMS, HHS Secretary Alex Azar and Administrator Seema Verma in response to the Presidents Executive Order entitled Lowering Prices for Patients by Eliminating Kickbacks to Middlemen. HHS was required to implement the Executive Order, however, the Secretary of HHS was given the opportunity to evaluate certain provisions prior to implementation. The final rebate rule was released at the end of December by HHS.
Agencies Lobbied
U.S. Senate
Lobbying Issues
Continued effort to include a repeal or revised formula for the Windfall Elimination Provision for non-covered retirees. Monitored H.R. 860, the Social Security 2100 Act." The bill would provide an across-the-board benefit increase equivalent to about 2 percent of the average Social Security benefit amd make other substantial changes. The bill, introduced by Rep. John Larson (D-CT) did not move in the session. The identical Senate bill is S. 269, introduced by Senator Richard Blumenthal (D-CT). It did not move either.
Monitored S.521, the Social Security Fairness Act, was introduced by Senator Sherrod Brown (D-OH). The bill would amend title II of the Social Security Act to repeal the Government pension offset and windfall elimination provisions.
H.R. 141, the companion bill, was introduced by Rep. Rodney Davis (R-IL) the Social Security Fairness Act of 2019 and it now has over 200 bipartisan cosponsors, including several members of the Ohio delegation.
Rep. Richard Neal (D-MA), Chairman of the House Ways and Means Committee, introduced H.R. 397, the Rehabilitation for Multiemployer Pensions Act. It is important to distinguish private and public multiemployer pension plans. It amends the Internal Revenue Code of 1986 to create a Pension Rehabilitation Trust Fund and to establish a Pension Rehabilitation Administration within the Department of the Treasury to make loans to multiemployer defined benefit plans.
Chairman Neal introduced H.R. 4540 in 2019 to address the Windfall Elimination Provision (WEP). Rep. Brady introduced his bill, H.R. 3934, at the end of July 2019 to address WEP. Monitored both bills and discussed the need for WEP reform with House and Senate Offices and Committee staff.
Agencies Lobbied
U.S. Senate
Lobbying Issues
Continued discussions on Employer Group Waiver Plans (EGWPs) that were impacted by rules proposed by the Centers for Medicare and Medicaid Services (CMS) on the relation of Pharmacy Benefit Managers (PBMs) and the utilization of rebates and bills introduced in the House and Senate relating to Part D reform to lower the cost of prescription drugs. The final rule was issued at the end of December 2020.
Discussions on the potential impact of lowering prescription drugs in the various House and Senate bills and the way that EGWPs pass rebates on to lower premiums for retirees eligible for Medicare. The impact could result in higher premiums for retirees unless the negotiated drug prices are reduced significantly.
The proposed rule changes could increase retirees premiums by at least $45 per member/per month. Because the $20 million in rebates are directly applied to member benefits, the plan sponsor already protects enrollees from substantial out-of-pocket costs.
Agencies Lobbied
U.S. House of Representatives
3rd Quarter, 2020
In Q3, CARLOW CONSULTING, LLC lobbied for School Employees Retirement System of Ohio , earning $9,999. The report was filed on Oct. 23, 2020.
Original Filing: 301225207.xml
Lobbying Issues
Continued advocacy for inclusion of a reauthorization of Limited Wraparound Coverage for plan sponsors by HHS/CMS, DOL and Treasury/ IRS, for individual health insurance coverage (or Basic Health Plan coverage). Wraparound coverage is a specialized offering targeted to help part-time workers and retirees whose employers or former employers meet standards of responsibility and have agreed to provide this supplemental coverage as an option.
Appropriation requests were submitted to House Committee on Appropriations members from Ohio to reauthorize Limited Wraparound Plans and the Senate offices.
Followed bills passed by Congress to aid Americans, state and local governments, small businesses and corporations impacted by the global pandemic. The bills had several provisions of interest for pension plans, members and retirees. We needed to explain that some retirees do not have access to the internet, would not have filed a tax return and need a way to receive their stimulus checks.
Reviewed H.R. 6800, the Health and Economic Recovery Omnibus Emergency Solutions Act, or HEROES Act, to address lingering COVID-19 issues. The appropriations within the bill totaled $3 trillion and covered a large number of subject areas.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Reviewed the SEC guidance to investors, investment firms and public companies on filing protocols, engagement and virtual annual meetings due to the Coronavirus outbreak. The Guidance was issued to help facilitate the ability of companies to hold these important meetings, including through the use of technology, and engage with shareholders while complying with the federal securities laws.
Reviewed the report from the Investor Advisory Committee (IAC) issued its recommendation to the SEC relating to ESG disclosures, and the rules that were finalized by the SEC relating to proxy advisory firms and shareholder proposal thresholds.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Continued effort on addressing the impact on Employer Sponsored Group Plans (EGWPs) with respect to S. 2543, the Prescription Drug Pricing Reduction Act of 2019, and education on H.R. 3, which passed in the House, the Lower Drug Costs Now Act of 2019, in 2019. Education on the impact of changes to Medicare Part D for EGWP Plans with MedPAC, House and Senate members.
Continued effort to seek cosponsors for Rep. Marcy Kaptur's (D-OH) bill, H.R. 4763, the Wraparound Health Coverage Protection Act of 2019, a bill to extend the limited wraparound coverage pilot program for an additional number of years (5), until December 31, 2024 and for other purposes. The bill would now need to reauthorize Limited Wraparound Plans due to the expiration of the pilot program in December 2019.
Contacted the Ohio delegation offices to provide a letter addressed to HHS Secretary Alex Azar, copy to Administrator Verma at CMS on August 7. The letter was in response to the Presidents Executive Order entitled Lowering Prices for Patients by Eliminating Kickbacks to Middlemen. HHS was required to implement the Executive Order, however, the Secretary of HHS was given the opportunity to evaluate certain provisions prior to implementation.
Agencies Lobbied
U.S. Senate
Lobbying Issues
Continued effort to include a repeal or revised formula for the Windfall Elimination Provision for non-covered retirees. Monitored H.R. 860, the Social Security 2100 Act." The bill would provide an across-the-board benefit increase equivalent to about 2 percent of the average Social Security benefit amd make other substantial changes. The bill, introduced by Rep. John Larson (D-CT) is still pending. The identical Senate bill is S. 269, introduced by Senator Richard Blumenthal (D-CT).
Monitored S.521, the Social Security Fairness Act, was introduced by Senator Sherrod Brown (D-OH). The bill would amend title II of the Social Security Act to repeal the Government pension offset and windfall elimination provisions.
H.R. 141, the companion bill, was introduced by Rep. Rodney Davis (R-IL) the Social Security Fairness Act of 2019 and it now has over 200 bipartisan cosponsors, including several members of the Ohio delegation.
Rep. Richard Neal (D-MA), Chairman of the House Ways and Means Committee, introduced H.R. 397, the Rehabilitation for Multiemployer Pensions Act. It is important to distinguish private and public multiemployer pension plans. It amends the Internal Revenue Code of 1986 to create a Pension Rehabilitation Trust Fund and to establish a Pension Rehabilitation Administration within the Department of the Treasury to make loans to multiemployer defined benefit plans.
Chairman Neal introduced H.R. 4540 in 2019 to address the Windfall Elimination Provision (WEP). Rep. Brady introduced his bill, H.R. 3934, at the end of July 2019 to address WEP. Monitored both bills and discussed the need for WEP reform with House and Senate Offices and Committee staff.
Agencies Lobbied
U.S. Senate
Lobbying Issues
Continued discussions on Employer Group Waiver Plans (EGWPs) that were impacted by rules proposed by the Centers for Medicare and Medicaid Services (CMS) on the relation of Pharmacy Benefit Managers (PBMs) and the utilization of rebates and bills introduced in the House and Senate relating to Part D reform to lower the cost of prescription drugs.
Discussions on the potential impact of lowering prescription drugs in the various House and Senate bills and the way that EGWPs pass rebates on to lower premiums for retirees eligible for Medicare. The impact could result in higher premiums for retirees unless the negotiated drug prices are reduced significantly.
Distributed a letter for client to Secretary of HHS, Alex Azar, to explain the issue with EGWPs after the Executive Order was issued on Lowering Prices for Patients by Eliminating Kickbacks to Middlemen. The letter noted the inclusion of language to protect retirees from higher Medicare
premiums, or total out-of-pocket costs. The proposed rule changes would, however, increase
retirees premiums by at least $45 per member/per month. Because the $20 million in
rebates are directly applied to member benefits, the plan sponsor already protects enrollees from substantial out-of-pocket costs.
Agencies Lobbied
U.S. House of Representatives
2nd Quarter, 2020
In Q2, CARLOW CONSULTING, LLC lobbied for School Employees Retirement System of Ohio , earning $9,999. The report was filed on July 20, 2020.
Original Filing: 301195386.xml
Lobbying Issues
Continued advocacy for inclusion of a reauthorization of Limited Wraparound Coverage for plan sponsors by HHS/CMS, DOL and Treasury/ IRS, for individual health insurance coverage (or Basic Health Plan coverage). Wraparound coverage is a specialized offering targeted to help part-time workers and retirees whose employers or former employers meet standards of responsibility and have agreed to provide this supplemental coverage as an option.
Appropriation requests were submitted to House Committee on Appropriations members from Ohio to reauthorize Limited Wraparound Plans and the Senate offices.
Followed bill passed by Congress to aid Americans, states, small businesses and corporations impacted by the global pandemic. The bill, appropriating a total of $2.2 trillion in spending, was the largest of the three stimulus packages thus far. The final bill, H.R. 748, had several provisions of interest for pension plans, members and retirees. We needed to explain that some retirees do not have access to the internet, would not have filed a tax return and need a way to receive their stimulus check.
Reviewed H.R. 266, the Paycheck Protection Program and Health Care Enhancement Act, the latest Coronavirus stimulus bill to pass. The bill was passed to replenish funding for the Small Business Administrations Paycheck Protection Program (PPP) that ran out quickly and the Economic Injury Disaster Loan (EIDL) program. Included in the bill are funds for hospitals, health care providers, and funding for testing development to help the states and businesses as they seek to reopen.
Reviewed H.R. 6800, the Health and Economic Recovery Omnibus Emergency Solutions Act, or HEROES Act, to address lingering COVID-19 issues. The appropriations within the bill totaled $3 trillion and covered a large number of subject areas.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Reviewed the SEC staff document to provide guidance to shareholders, investment firms and public companies on engagement and virtual annual meetings due to the Coronavirus outbreak. The Guidance was issued to help facilitate the ability of companies to hold these important meetings, including through the use of technology, and engage with shareholders while complying with the federal securities laws.
Reviewed the report from the Investor Advisory Committee (IAC) issued its recommendation to the SEC relating to ESG disclosures. In its report, it said:
As the SEC contemplates an ESG disclosure framework, there are many useful standards such as GRI, SASB and TCFD, to name a few, that may help shape its thinking. This Committee is not recommending or endorsing any particular standard, simply pointing out that some thoughtful work has already been done in mapping out what investors consider to be material, decision- useful information.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Continued effort on addressing the impact on Employer Sponsored Group Plans (EGWPs) with respect to S. 2543, the Prescription Drug Pricing Reduction Act of 2019, and education on H.R. 3, which passed in the House, the Lower Drug Costs Now Act of 2019, in 2019. Education on the impact of changes to Medicare Part D for EGWP Plans with MedPAC, House and Senate members.
Continued effort to seek cosponsors for Rep. Marcy Kaptur's (D-OH) bill, H.R. 4763, the Wraparound Health Coverage Protection Act of 2019, a bill to extend the limited wraparound coverage pilot program for an additional number of years (5), until December 31, 2024 and for other purposes. The bill would now need to reauthorize Limited Wraparound Plans due to the expiration of the pilot program in December 2019.
Agencies Lobbied
U.S. Senate
Lobbying Issues
Continued effort to include a repeal or revised formula for the Windfall Elimination Provision for non-covered retirees. Monitored H.R. 860, the Social Security 2100 Act." The bill would provide an across-the-board benefit increase equivalent to about 2 percent of the average Social Security benefit amd make other substantial changes. The bill, introduced by Rep. John Larson (D-CT) is still pending. The identical Senate bill is S. 269, introduced by Senator Richard Blumenthal (D-CT).
Monitored S.521, the Social Security Fairness Act, was introduced by Senator Sherrod Brown (D-OH). The bill would amend title II of the Social Security Act to repeal the Government pension offset and windfall elimination provisions.
H.R. 141, the companion bill, was introduced by Rep. Rodney Davis (R-IL) the Social Security Fairness Act of 2019 and it now has over 200 bipartisan cosponsors, including several members of the Ohio delegation.
Rep. Richard Neal (D-MA), Chairman of the House Ways and Means Committee, introduced H.R. 397, the Rehabilitation for Multiemployer Pensions Act. It is important to distinguish private and public multiemployer pension plans. It amends the Internal Revenue Code of 1986 to create a Pension Rehabilitation Trust Fund and to establish a Pension Rehabilitation Administration within the Department of the Treasury to make loans to multiemployer defined benefit plans.
Chairman Neal introduced H.R. 4540 in 2019 to address the Windfall Elimination Provision (WEP). Rep. Brady introduced his bill, H.R. 3934, at the end of July 2019 to address WEP. Monitored both bills and discussed the need for WEP reform with House and Senate Offices and Committee staff.
Agencies Lobbied
U.S. Senate
Lobbying Issues
Continued discussions on Employer Group Waiver Plans (EGWPs) that were impacted by rules proposed by the Centers for Medicare and Medicaid Services (CMS) on the relation of Pharmacy Benefit Managers (PBMs) and the utilization of rebates and bills introduced in the House and Senate relating to Part D reform to lower the cost of prescription drugs.
Discussions on the potential impact of lowering prescription drugs in the various House and Senate bills and the way that EGWPs pass rebates on to lower premiums for retirees eligible for Medicare. The impact could result in higher premiums for retirees unless the negotiated drug prices are reduced significantly.
Agencies Lobbied
U.S. House of Representatives
1st Quarter, 2020
In Q1, CARLOW CONSULTING, LLC lobbied for School Employees Retirement System of Ohio , earning $9,999. The report was filed on April 19, 2020.
Original Filing: 301172953.xml
Lobbying Issues
HR 1865, the omnibus spending bill, included language - Division A - LHHS SOM FY20.pdf, page 102, in the conferenced bill (however, the extension was not included):
Limited Wraparound Coverage.-The agreement strongly urges CMS to extend the pilot program established by a final regulation published on March 18, 2015, to allow limited wraparound benefits, or supplements, to individual health insurance 102 coverage ( or Basic Health Plan coverage). Wraparound coverage is a specialized offering targeted to help part-time workers and retirees whose employers or former employers meet standards of responsibility and have agreed to provide this supplemental coverage as an option.
Appropriation requests were submitted to House Committee on Appropriations to reauthorize Limited Wraparound Plans and Senate office.
The agreement directs the Department to submit a report within 90 days of enactment of this Act on the status of the program.
President Trump's Federal Budget Proposal was released in February. It included language on multi-employer pension plans, lowering prescription drug prices, infrastructure, and surprise medical bills. The proposal was reviewed.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
The Setting Every Community Up for Retirement Enhancement (SECURE) Act passed in the $1.4 trillion spending package. The SECURE Act would increase access to employer-sponsored retirement plans and enhance retirement savings in the private sector. Continued effort to review proposed regulations for DB and DC plans.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Continued effort on addressing the impact on Employer Sponsored Group Plans (EGWPs) with respect to S. 2543, the Prescription Drug Pricing Reduction Act of 2019, and education on H.R. 3, which passed in the House, the Lower Drug Costs Now Act of 2019, in 2019. Education on the impact of changes to Medicare Part D for EGWP Plans with MedPAC, House and Senate members.
Continued effort to seek cosponsors for Rep. Marcy Kaptur's (D-OH) bill, H.R. 4763, the Wraparound Health Coverage Protection Act of 2019, a bill to extend the limited wraparound coverage pilot program for an additional number of years (5), until December 31, 2024 and for other purposes. The bill would now need to reauthorize Limited Wraparound Plans due to the expiration of the pilot program in December 2019.
Agencies Lobbied
U.S. Senate
Lobbying Issues
Continued effort to include a repeal or revised formula for the Windfall Elimination Provision for non-covered retirees. Monitored H.R. 860, the Social Security 2100 Act." The bill would provide an across-the-board benefit increase equivalent to about 2 percent of the average Social Security benefit amd make other substantial changes. The bill, introduced by Rep. John Larson (D-CT) is still pending. The identical Senate bill is S. 269, introduced by Senator Richard Blumenthal (D-CT).
Monitored S.521, the Social Security Fairness Act, was introduced by Senator Sherrod Brown (D-OH). The bill would amend title II of the Social Security Act to repeal the Government pension offset and windfall elimination provisions.
H.R. 141, the companion bill, was introduced by Rep. Rodney Davis (R-IL) the Social Security Fairness Act of 2019 and it now has over 200 bipartisan cosponsors, including several members of the Ohio delegation.
Rep. Richard Neal (D-MA), Chairman of the House Ways and Means Committee, introduced H.R. 397, the Rehabilitation for Multiemployer Pensions Act. It is important to distinguish private and public multiemployer pension plans. It amends the Internal Revenue Code of 1986 to create a Pension Rehabilitation Trust Fund and to establish a Pension Rehabilitation Administration within the Department of the Treasury to make loans to multiemployer defined benefit plans.
Chairman Neal introduced H.R. 4540 in 2019 to address the Windfall Elimination Provision (WEP). Rep. Brady introduced his bill, H.R. 3934, at the end of July 2019 to address WEP. Monitored both bills and discussed the need for WEP reform with House and Senate Offices and Committee staff.
Agencies Lobbied
U.S. Senate
Lobbying Issues
Continued discussions on Employer Group Waiver Plans (EGWPs) that were impacted by rules proposed by the Centers for Medicare and Medicaid Services (CMS) on the relation of Pharmacy Benefit Managers (PBMs) and the utilization of rebates and bills introduced in the House and Senate relating to Part D reform to lower the cost of prescription drugs.
Discussions on the potential impact of lowering prescription drugs in the various House and Senate bills and the way that EGWPs pass rebates on to lower premiums for retirees eligible for Medicare. The impact could result in higher premiums for retirees unless the negotiated drug prices are reduced significantly.
Agencies Lobbied
U.S. House of Representatives
4th Quarter, 2019
In Q4, CARLOW CONSULTING, LLC lobbied for School Employees Retirement System of Ohio , earning $9,999. The report was filed on Jan. 19, 2020.
Original Filing: 301121761.xml
Lobbying Issues
HR 1865, the omnibus spending bill, included language - Division A - LHHS SOM FY20.pdf, page 102, in the conferenced bill (however, the extension was not included):
Limited Wraparound Coverage.-The agreement strongly urges CMS to extend the pilot program established by a final regulation published on March 18, 2015, to allow limited wraparound benefits, or supplements, to individual health insurance 102 coverage ( or Basic Health Plan coverage). Wraparound coverage is a specialized offering targeted to help part-time workers and retirees whose employers or former employers meet standards of responsibility and have agreed to provide this supplemental coverage as an option.
The agreement directs the Department to submit a report within 90 days of enactment of this Act on the status of the program.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
The Setting Every Community Up for Retirement Enhancement (SECURE) Act passed in the $1.4 trillion spending package. The SECURE Act would increase access to employer-sponsored retirement plans and enhance retirement savings in the private sector.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
The Senate Committee on Finance introduced S. 2543 on September 25, the Prescription Drug Pricing Reduction Act of 2019. H.R. 3 passed in the House, the Lower Drug Costs Now Act of 2019. The bill would establish a fair price negotiation program, protect the Medicare program from excessive price increases, and establish an out-of-pocket maximum for Medicare part D enrollees, commencing with the plan year 2022 and subsequent plan years.
On December 17, the House passed the omnibus and related spending bills to keep the federal government open after December 20, which are H.R. 1158, the Consolidated Appropriations Act, 2020 and H.R. 1865, Further Consolidated Appropriations Act, 2020.
The bipartisan year-end spending deal includes repeal of the 40 percent tax on "Cadillac" health insurance plans, the 2.3 percent medical device tax, and the Health Insurance Tax.
Rep. Marcy Kaptur (D-OH) introduced H.R. 4763, the Wraparound Health Coverage Protection Act of 2019, a bill to extend the limited wraparound coverage pilot program for an additional number of years (5), until December 31, 2024 and for other purposes.
Agencies Lobbied
U.S. Senate
Lobbying Issues
H.R. 860, the Social Security 2100 Act, to protect our Social Security system and improve benefits for current and future generations, was introduced. The bill would provide an across-the-board benefit increase equivalent to about 2 percent of the average Social Security benefit amd make other substantial changes. The bill, introduced by Rep. John Larson (D-CT) is still pending. The identical Senate bill is S. 269, introduced by Senator Richard Blumenthal (D-CT).
S.521, the Social Security Fairness Act, was introduced by Senator Sherrod Brown (D-OH) on February 14. The bill has eight cosponsors and would amend title II of the Social Security Act to repeal the Government pension offset and windfall elimination provisions.
H.R. 141, the companion bill, was introduced by Rep. Rodney Davis (R-IL) the Social Security Fairness Act of 2019 in January 2019 and it now has over 200 bipartisan cosponsors, including nine members of the Ohio delegation.
Rep. Richard Neal (D-MA), Chairman of the House Ways and Means Committee, introduced H.R. 397, the Rehabilitation for Multiemployer Pensions Act. It is important to distinguish private and public multiemployer pension plans. It amends the Internal Revenue Code of 1986 to create a Pension Rehabilitation Trust Fund and to establish a Pension Rehabilitation Administration within the Department of the Treasury to make loans to multiemployer defined benefit plans.
Chairman Neal introduced H.R. 4540 on September 27, to address the Windfall Elimination Provision (WEP). Rep. Brady introduced his bill, H.R. 3934, at the end of July to address WEP.
Senate Finance Committee Chairman Senator Chuck Grassley (R-IA) and Ranking Member Senator Ron Wyden (D-OR) have introduced a bill, known as the RESA Act, that compliments the Houses version of the SECURE Act. Their bill does not include the provisions relating to 529 plans.
Senators Rob Portman (R-OH) and Ben Cardin (D-MD) introduced S. 1431, the Retirement Security and Savings Act, on May 20. It is another bill to help Americans save more for retirement.
Agencies Lobbied
U.S. Senate
Lobbying Issues
Discussions on Employer Group Waiver Plans (EGWPs) that were impacted by rules proposed by the Centers for Medicare and Medicaid Services (CMS) on the relation of Pharmacy Benefit Managers (PBMs) and the utilization of rebates.
Discussions on the potential impact of lowering prescription drugs in the various House and Senate bills and the way that EGWPs pass rebates on to lower premiums for retirees eligible for Medicare. The impact could result in higher premiums for retirees unless the negotiated drug prices are reduced significantly.
Agencies Lobbied
U.S. House of Representatives
3rd Quarter, 2019
In Q3, CARLOW CONSULTING, LLC lobbied for School Employees Retirement System of Ohio , earning $9,999. The report was filed on Oct. 21, 2019.
Original Filing: 301079163.xml
Lobbying Issues
Continued education on the need for passage in the Senate of H.R. 2740, a bill for appropriations for Labor, HHS, Education, and Related Agencies, was introduced. The bill contained language to encourage HHS/CMS to extend or make permanent limited wraparound plans. The bill was voted out of the House in June. The Senate Labor, HHS, Education and Related Agencies Committee did not hold its markup and the Senate Appropriations Committee voted in September on a CR that did not include language on limited wraparound plans.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Rep. Joyce Beatty (D-OH), Chairwoman of the Financial Services Diversity and Inclusion (D&I) Subcommittee to look into diversity and inclusion in the Financial Services Industry. Rep. Anthony Gonzalez (R-OH) serves on the Subcommittee. Hearings were held in the Committee on Financial Services and the Subcommittee to consider the issues and discuss ways to improve diversity. The House voted out H.R. 281 on September 9. The Senate has not taken up the bill.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
The Senate Committee on Finance introduced S. 2543 on September 25, the Prescription Drug Pricing Reduction Act of 2019.
Senator Lamar Alexander (R-TN), Chairman, and Senator Patty Murray (D-WA), Ranking Member, of the Senate Committee on Health, Education and Labor (HELP) introduced S.1895, the Lower Health Care Costs Act of 2019, on June 19, a bipartisan piece of legislation to deliver better health care at lower cost.
Rep. Joe Courtney (D-CT) introduced a bill to repeal the Cadillac tax, the Affordable Care Act's forty percent tax on high-cost health plans. H.R. 748, entitled the Middle Class Health Benefits Tax Repeal Act would amend the Internal Revenue Code of 1986 to repeal the excise tax on high cost employer-sponsored health coverage.
A bill, S.61, the Safe and Affordable Drugs from Canada Act of 2019, sponsored by Senator Chuck Grassley (R-IA), was introduced. The bill would amend the Federal Food, Drug, and Cosmetic Act to allow for the personal importation of safe and affordable drugs from approved pharmacies in Canada.
S. 489, a bill to establish a State public option through Medicaid to provide Americans with the choice of a high-quality, low-cost health insurance plan, was introduced by Senator Brian Schatz (D-HI). A companion bill has been introduced in the House, which is H.R. 1277. Rep. Marcia Fudge (D-OH) is a cosponsor.
S.692, a bill to amend the Internal Revenue Code of 1986 to repeal the excise tax on medical devices, was introduced by Senator Pat Toomey.
S.684, a bill to amend the Internal Revenue Code of 1986 to repeal the excise tax on high cost employer-sponsored health coverage, the Cadillac Tax was introduced by Senator Martin Heinrich (D-NM). A similar House bill has been introduced.
H.R. 1398, a bipartisan bill to delay the re-imposition of the annual fee on health insurance providers, aka the Health Insurance Tax (HIT) until after 2021 was introduced. The bill was introduced by Rep. Ami Bera. (D-CA).
Rep. Steve Stivers (R-OH) introduced H.R. 1366, the Responsible Additions and Increases to Sustain Employee Health Benefits Act, RAISE Act to put flexibility back in Flexible Spending Accounts and to help families pay for out of pocket health care costs.
H.R. 965, the CREATES Act, was reintroduced in Congress by Rep. David Cicilline (D-RI). The bill would promote competition in the market for drugs and biological products by facilitating the timely entry of lower-cost generic and biosimilar versions of those drugs and biological products.
Senator Rob Portman (R-OH) introduced the Biologic Patent Transparency Act. The bill would require companies to publicly disclose the web of patents that protect their biologics, making it easier for competitors to evaluate and plan for the development of generic versions of these drugs.
S.516, the Prescription Drug Monitoring Act of 2019, was introduced by Senator Amy Klobuchar (D-MN). The bill would require the use of prescription drug monitoring programs.
Senator Sherrod Brown (D-OH) introduced S. 378, the Stop Price Gouging Act. The bill would penalize pharmaceutical companies that engage in price gouging without cause, leading to price spikes for patients who rely on medication to treat illnesses. H.R. 1091 is the companion House bill, which has been cosponsored by Rep. Marcy Kaptur (D-OH).
Senator Sherrod Brown introduced legislation to address prescription drug affordability. The bill, S. 377, entitled, "The Medicare Negotiation and Competitive Licensing Act," would authorize the Secretary of Health and Human Services to negotiate drug prices and if a drug company refuses to negotiate in good faith, the secretary would be enabled to issue a competitive, compulsory license to another company that is willing and able to produce the medication as a generic.
H.R. 965, the CREATES Act of 2019, which aims to increase competition by cracking down on brand-name drug manufacturers using tactics to keep generic manufacturers from entering the market, was advanced out of the Committee on Energy and Commerce and will be considered by the Committee on the Judiciary. Members of the Ohio delegation are co-sponsors.
Agencies Lobbied
U.S. Senate
Lobbying Issues
H.R. 860, the Social Security 2100 Act, to protect our Social Security system and improve benefits for current and future generations, was introduced. The bill would provide an across-the-board benefit increase equivalent to about 2 percent of the average Social Security benefit amd make other substantial changes.
S.521, the Social Security Fairness Act, was introduced by Senator Sherrod Brown (D-OH) on February 14. The bill has eight cosponsors and would amend title II of the Social Security Act to repeal the Government pension offset and windfall elimination provisions.
H.R. 141, the companion bill, was introduced.
Rep. Richard Neal (D-MA), the Chairman of the House Ways and Means Committee, introduced H.R.397, the Rehabilitation for Multiemployer Pensions Act. It is important to distinguish private and public multiemployer pension plans. On June 11, the House Committee on Education and Labor marked up H.R. 397, the Rehabilitation for Multiemployer Pensions Act, known as the Butch Lewis Act. It amends the Internal Revenue Code of 1986 to create a Pension Rehabilitation Trust Fund and to establish a Pension Rehabilitation Administration within the Department of the Treasury to make loans to multiemployer defined benefit plans.
Chairman Neal introduced H.R. 4540 on September27, to address the Windfall Elimination Provision (WEP). Rep. Brady introduced his bill at the end of July to address WEP.
Senate Finance Committee Chairman Senator Chuck Grassley (R-IA) and Ranking Member Senator Ron Wyden (D-OR) have introduced a bill, known as the RESA Act, that compliments the Houses version of the SECURE Act. Their bill does not include the provisions relating to 529 plans.
Senators Rob Portman (R-OH) and Ben Cardin (D-MD) introduced S. 1431, the Retirement Security and Savings Act, on May 20. It is another bill to help Americans save more for retirement.
Agencies Lobbied
U.S. Senate
2nd Quarter, 2019
In Q2, CARLOW CONSULTING, LLC lobbied for School Employees Retirement System of Ohio , earning $9,999. The report was filed on July 22, 2019.
Original Filing: 301057560.xml
Lobbying Issues
In March, President Trump released the A Budget for a Better America. Promises Kept. Taxpayers First. The budget narrative included provisions for changes to Medicare, Medicaid, prescription drug costs, Department of Education, including school safety recommendations and funding,
H.R. 2740, a bill for appropriations for Labor, HHS, Education, and Related Agencies, was introduced. The bill contained language to encourage HHS/CMS to extend or make permanent limited wraparound plans. The bill was voted out of the House in June.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
H.R.658, the National Infrastructure Development Bank Act of 2019, introduced on January 17, by Rep. Rosa DeLauro (D-CT) could be a vehicle to finance a National Infrastructure Development Bank for private and public pension funds to invest up to $300 billion in long duration bonds.
Rep. Joyce Beatty (D-OH) was named the Chairwoman of the new Financial Services Diversity and Inclusion (D&I) Subcommittee to look into diversity and inclusion in the Financial Services Industry. Rep. Anthony Gonzalez (R-OH) serves on the Subcommittee. Hearings were held this quarter in the Committee on Financial Services and the Subcommittee to consider the issues and discuss ways to improve diversity. Reports and related information was provided to their offices.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Senator Lamar Alexander (R-TN), Chairman, and Senator Patty Murray (D-WA), Ranking Member, of the Senate Committee on Health, Education and Labor (HELP) introduced S.1895, the Lower Health Care Costs Act of 2019, on June 19, a bipartisan piece of legislation to deliver better health care at lower cost.
Rep. Joe Courtney (D-CT) introduced a bill to repeal the Cadillac tax, the Affordable Care Act's forty percent tax on high-cost health plans. H.R. 748, entitled the Middle Class Health Benefits Tax Repeal Act would amend the Internal Revenue Code of 1986 to repeal the excise tax on high cost employer-sponsored health coverage.
A bill, S.61, the Safe and Affordable Drugs from Canada Act of 2019, sponsored by Senator Chuck Grassley (R-IA), was introduced. The bill would amend the Federal Food, Drug, and Cosmetic Act to allow for the personal importation of safe and affordable drugs from approved pharmacies in Canada.
S. 489, a bill to establish a State public option through Medicaid to provide Americans with the choice of a high-quality, low-cost health insurance plan, was introduced by Senator Brian Schatz (D-HI). A companion bill has been introduced in the House, which is H.R. 1277. Rep. Marcia Fudge (D-OH) is a cosponsor.
S.692, a bill to amend the Internal Revenue Code of 1986 to repeal the excise tax on medical devices, was introduced by Senator Pat Toomey.
S.684, a bill to amend the Internal Revenue Code of 1986 to repeal the excise tax on high cost employer-sponsored health coverage, the Cadillac Tax was introduced by Senator Martin Heinrich (D-NM). A similar House bill has been introduced.
H.R. 1398, a bipartisan bill to delay the re-imposition of the annual fee on health insurance providers, aka the Health Insurance Tax (HIT) until after 2021 was introduced. The bill was introduced by Rep. Ami Bera. (D-CA). Rep. Steve Stivers (R-OH) introduced H.R. 1366, the Responsible Additions and Increases to Sustain Employee Health Benefits Act, RAISE Act to put flexibility back in Flexible Spending Accounts and to help families pay for out of pocket health care costs.
H.R. 965, the CREATES Act, was reintroduced in Congress by Rep. David Cicilline (D-RI). The bill would promote competition in the market for drugs and biological products by facilitating the timely entry of lower-cost generic and biosimilar versions of those drugs and biological products.
Senator Rob Portman (R-OH) introduced the Biologic Patent Transparency Act. The bill would require companies to publicly disclose the web of patents that protect their biologics, making it easier for competitors to evaluate and plan for the development of generic versions of these drugs.
S.516, the Prescription Drug Monitoring Act of 2019, was introduced by Senator Amy Klobuchar (D-MN). The bill would require the use of prescription drug monitoring programs.
Senate bill, S.475, the RxCAP Act of 2019, was introduced by Senator Ron Wyden (D-OR). The bill would amend title XVIII of the Social Security Act to prevent catastrophic out-of-pocket spending on prescription drugs for seniors and individuals with disabilities.
Senator Sherrod Brown (D-OH) introduced S. 378, the Stop Price Gouging Act. The bill would penalize pharmaceutical companies that engage in price gouging without cause, leading to price spikes for patients who rely on medication to treat illnesses. H.R. 1091 is the companion House bill, which has been cosponsored by Rep. Marcy Kaptur (D-OH).
Senator Sherrod Brown introduced legislation to address prescription drug affordability. The bill, S. 377, entitled, "The Medicare Negotiation and Competitive Licensing Act," would authorize the Secretary of Health and Human Services to negotiate drug prices and if a drug company refuses to negotiate in good faith, the secretary would be enabled to issue a competitive, compulsory license to another company that is willing and able to produce the medication as a generic.
Senator Ron Wyden (D-OR) introduced S.476, a bill for Creating Transparency to Have Drug Rebates Unlocked (C-THRU) Act of 2019. Senator Sherrod Brown (D-OH) is one of the cosponsors. The bill would amend titles XI and XVIII of the Social Security Act to provide greater transparency of discounts provided by drug manufacturers.
At the end of January 2019, the Health and Human Services Department issued a proposed rule, Fraud and Abuse; Removal of Safe Harbor Protection for Rebates Involving Prescription Pharmaceuticals and Creation of New Safe Harbor Protection for Certain Point-of-Sale Reductions in Price on Prescription Pharmaceuticals and Certain Pharmacy Benefit Manager Service Fees. The proposed rule has been interpreted to eliminate safe harbor protection for rebates paid by drug manufacturers to pharmacy benefit managers (PBMs), Medicare Part D plans and Medicaid managed care plans; create a new safe harbor for drug discounts offered to patients at the point of sale, and
create a new safe harbor for PBM fees charged to drug manufacturers. The proposed rule would cost the federal government over $170 billion and approximately $20 million for a plan sponsor. EGWPS plans were excluded from the proposal. A meeting with HHS occured to ask questions and provide background and a letter was sent to CMS Administrator Verma.
H.R. 965, the CREATES Act of 2019, which aims to increase competition by cracking down on brand-name drug manufacturers using tactics to keep generic manufacturers from entering the market, was advanced out of the Committee on Energy and Commerce and will be considered by the Committee on the Judiciary. Members of the Ohio delegation are co-sponsors.
Agencies Lobbied
U.S. Senate
Lobbying Issues
H.R. 860, the Social Security 2100 Act, to protect our Social Security system and improve benefits for current and future generations, was introduced. The bill would provide an across-the-board benefit increase equivalent to about 2 percent of the average Social Security benefit amd make other substantial changes.
S.521, the Social Security Fairness Act, was introduced by Senator Sherrod Brown (D-OH) on February 14. The bill has eight cosponsors and would amend title II of the Social Security Act to repeal the Government pension offset and windfall elimination provisions.
H.R. 141, the companion bill, was introduced.
Rep. Richard Neal (D-MA), the Chairman of the House Ways and Means Committee, introduced H.R.397, the Rehabilitation for Multiemployer Pensions Act. It is important to distinguish private and public multiemployer pension plans. On June 11, the House Committee on Education and Labor marked up H.R. 397, the Rehabilitation for Multiemployer Pensions Act, known as the Butch Lewis Act. It amends the Internal Revenue Code of 1986 to create a Pension Rehabilitation Trust Fund and to establish a Pension Rehabilitation Administration within the Department of the Treasury to make loans to multiemployer defined benefit plans.
Chairman Neal indicated that the Committee or Subcommittee on Social Security would consider holding a hearing on the Windfall Elimination Provision (WEP) this year.
Chairman of the Committee on Ways and Means, Rep. Richard Neal (D-MA) announced the passage of a bipartisan bill out of Committee on April 2 that would provide enhanced retirement security measures for Americans. The bill, H.R. 1994, is the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019. The bill passed in the House in May and was sent to the Senate.
Senate Finance Committee Chairman Senator Chuck Grassley (R-IA) and Ranking Member Senator Ron Wyden (D-OR) have introduced a bill, known as the RESA Act, that compliments the Houses version of the SECURE Act. Their bill does not include the provisions relating to 529 plans.
Senators Rob Portman (R-OH) and Ben Cardin (D-MD) introduced S. 1431, the Retirement Security and Savings Act, on May 20. It is another bill to help Americans save more for retirement.
Agencies Lobbied
U.S. Senate
Lobbying Issues
H.R. 1346, a bill to amend title XVIII of the Social Security Act to provide for an option for individuals who are ages 50 to 64 to buy into Medicare, to provide for health insurance market stabilization, and for other purposes, was introduced. The bill, the Medicare Buy-In and Health Care Stabilization Act of 2019, was sponsored by Rep. Brian Higgins (D-NY).
Senator Sherrod Brown has cosponsored S.470, the Medicare at 50 Act, which was introduced by Senator Debbie Stabenow (D-MI). The bill would amend title XVIII of the Social Security Act to provide for an option for any citizen or permanent resident of the United States age 50 to 64 to buy into Medicare.
Agencies Lobbied
U.S. Senate
1st Quarter, 2019
In Q1, CARLOW CONSULTING, LLC lobbied for School Employees Retirement System of Ohio , earning $9,999. The report was filed on April 20, 2019.
Original Filing: 301032650.xml
Lobbying Issues
The "End Government Shutdowns Act, which is S. 104, in order to ensure that key federal responsibilities are not impacted, such as Social Security, funding for addressing the opioid crisis, regulatory agencies, i.e., the SEC, and several Cabinet agencies including HHS, DOL and Treasury/IRS as they work on proposed rules.
H.R. 865, a bill introduced by Rep. Bobby Scott (D-VA), to provide for the long-term improvement of public school facilities, and for other purposes, was introduced on January 30. The federal government appropriates money in the Department of Education budget to repair schools in cases of disasters. The majority of school improvements and new building costs remain with the individual states.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
H.R.658, the National Infrastructure Development Bank Act of 2019, introduced on January 17, by Rep. Rosa DeLauro (D-CT) could be a vehicle to finance a National Infrastructure Development Bank for private and public pension funds to invest up to $300 billion in long duration bonds.
Rep. Joyce Beatty (D-OH) was named the Chairwoman of the new Financial Services Diversity and Inclusion (D&I) Subcommittee to look into diversity and inclusion in the Financial Services Industry. Hearings were held in the Committee on Financial Services an the Subcommittee to consider the issues and discuss ways to improve diversity.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
The partial shutdown impacted the ability of key regulatory agencies, DOL, HHS and Treasury/IRS
to move forward on reviewing comment letters pertaining to the proposed HRA Excepted Benefits Rule and decide whether to extend Limited Wraparound Plans. Discussions were held to understand the status of the comments received and when decisions might be made.
Rep. David Joyce introduced H.R.383, a bill called, the Continuing Coverage for Preexisting Conditions Act of 2019, on January 9. The bill would amend the Patient Protection and Affordable Care Act to ensure that preexisting condition exclusions with respect to enrollment in health insurance coverage and group health plans continue to be prohibited.
Rep. Joe Courtney (D-CT) introduced a bill on January 24 to repeal the Cadillac tax, the Affordable Care Act's forty percent tax on high-cost health plans. H.R. 748, entitled the Middle Class Health Benefits Tax Repeal Act would amend the Internal Revenue Code of 1986 to repeal the excise tax on high cost employer-sponsored health coverage.
A bill, S.61, the Safe and Affordable Drugs from Canada Act of 2019, sponsored by Senator Chuck Grassley (R-IA), was introduced on January 9. The bill would amend the Federal Food, Drug, and Cosmetic Act to allow for the personal importation of safe and affordable drugs from approved pharmacies in Canada.
S. 489, a bill to establish a State public option through Medicaid to provide Americans with the choice of a high-quality, low-cost health insurance plan, was introduced on February 14 by Senator Brian Schatz (D-HI). A companion bill has been introduced in the House, which is H.R. 1277. Rep. Marcia Fudge (D-OH) is a cosponsor.
S.692, a bill to amend the Internal Revenue Code of 1986 to repeal the excise tax on medical devices, was introduced by Senator Pat Toomey (R-PA) on March 7.
S.684, a bill to amend the Internal Revenue Code of 1986 to repeal the excise tax on high cost employer-sponsored health coverage, the Cadillac Tax was introduced on March 6 by Senator Martin Heinrich (D-NM).
H.R. 1398, a bipartisan bill to delay the re-imposition of the annual fee on health insurance providers, aka the Health Insurance Tax (HIT) until after 2021 was introduced on February 27. The bill was introduced by Rep. Ami Bera (D-CA). Rep. Steve Stivers (R-OH) introduced H.R. 1366, the Responsible Additions and Increases to Sustain Employee Health Benefits Act, RAISE Act to put flexibility back in Flexible Spending Accounts and to help families pay for out of pocket health care costs.
On February 5, H.R. 965, the CREATES Act, was reintroduced in Congress by Rep. David Cicilline (D-RI). The bill would promote competition in the market for drugs and biological products by facilitating the timely entry of lower-cost generic and biosimilar versions of those drugs and biological products.
Senator Rob Portman (R-OH) introduced the Biologic Patent Transparency Act. The bill would require companies to publicly disclose the web of patents that protect their biologics, making it easier for competitors to evaluate and plan for the development of generic versions of these drugs.
S.516, the Prescription Drug Monitoring Act of 2019, was introduced by Senator Amy Klobuchar (D-MN) on February 14. The bill would require the use of prescription drug monitoring programs.
Another Senate bill, S.475, the RxCAP Act of 2019, was introduced by Senator Ron Wyden (D-OR) on February 13. The bill would amend title XVIII of the Social Security Act to prevent catastrophic out-of-pocket spending on prescription drugs for seniors and individuals with disabilities.
Senator Sherrod Brown introduced S. 378, the Stop Price Gouging Act. The bill would penalize pharmaceutical companies that engage in price gouging without cause, leading to price spikes for patients who rely on medication to treat illnesses. H.R. 1091 is the companion House bill, which has been cosponsored by Rep. Marcy Kaptur (D-OH).
On February 7, Senator Sherrod Brown introduced legislation to address prescription drug affordability. The bill, S. 377, entitled, "The Medicare Negotiation and Competitive Licensing Act," would authorize the Secretary of Health and Human Services to negotiate drug prices and if a drug company refuses to negotiate in good faith, the secretary would be enabled to issue a competitive, compulsory license to another company that is willing and able to produce the medication as a generic.
On February 13, Senator Ron Wyden (D-OR) introduced S.476, a bill for Creating Transparency to Have Drug Rebates Unlocked (C-THRU) Act of 2019. Senator Sherrod Brown is one of the cosponsors. The bill would amend titles XI and XVIII of the Social Security Act to provide greater transparency of discounts provided by drug manufacturers.
At the end of January 2019, the Health and Human Services Department issued a proposed rule, Fraud and Abuse; Removal of Safe Harbor Protection for Rebates Involving Prescription Pharmaceuticals and Creation of New Safe Harbor Protection for Certain Point-of-Sale Reductions in Price on Prescription Pharmaceuticals and Certain Pharmacy Benefit Manager Service Fees. The proposed rule has been interpreted to eliminate safe harbor protection for rebates paid by drug manufacturers to pharmacy benefit managers (PBMs), Medicare Part D plans and Medicaid managed care plans; create a new safe harbor for drug discounts offered to patients at the point of sale, and
create a new safe harbor for PBM fees charged to drug manufacturers.
Agencies Lobbied
U.S. Senate
Lobbying Issues
H.R. 860, the Social Security 2100 Act, to protect our Social Security system and improve benefits for current and future generations, was introduced. The bill would provide an across-the-board benefit increase equivalent to about 2 percent of the average Social Security benefit amd make other substantial changes.
S.521, the Social Security Fairness Act, was introduced by Senator Sherrod Brown (D-OH) on February 14. The bill has eight cosponsors and would amend title II of the Social Security Act to repeal the Government pension offset and windfall elimination provisions.
H.R. 141, the companion bill, was introduced.
Rep. Richard Neal (D-MA), the new chairman of the House Ways and Means Committee, introduced H.R.397, the Rehabilitation for Multiemployer Pensions Act on January 9. The House Committee on Education and Labor, Subcommittee on Health, Employment, Labor, and Pensions, held a hearing entitled, The Cost of Inaction: Why Congress Must Address the Multiemployer Pension Crisis, on Thursday, March 7. (It is important to distinguish private and public multiemployer pension plans.)
Agencies Lobbied
U.S. Senate
Lobbying Issues
H.R. 1346, a bill to amend title XVIII of the Social Security Act to provide for an option for individuals who are ages 50 to 64 to buy into Medicare, to provide for health insurance market stabilization, and for other purposes, was introduced on February 25. The bill, the Medicare Buy-In and Health Care Stabilization Act of 2019, was sponsored by Rep. Brian Higgins (D-NY).
Senator Sherrod Brown has cosponsored S.470, the Medicare at 50 Act, which was introduced on February 13 by Senator Debbie Stabenow (D-MI). The bill would amend title XVIII of the Social Security Act to provide for an option for any citizen or permanent resident of the United States age 50 to 64 to buy into Medicare.
Medicare for All plan, which would establish a national health insurance program. H.R. 1381 was introduced on February 27, by Rep. Pramila Jayapal (D-WA).
Agencies Lobbied
U.S. Senate
4th Quarter, 2018
In Q4, CARLOW CONSULTING, LLC lobbied for School Employees Retirement System of Ohio , earning $9,999. The report was filed on Jan. 26, 2019.
Original Filing: 301018974.xml
Lobbying Issues
H.R. 1205, the "Social Security Fairness Act of 2017, which repeals GPO and WEP.
S. 915, the Senate version of the Social Security Fairness Act of 2017, a bill to amend Title II of the Social Security Act and repeal GPO and WEP.
H.R. 6933, the Equal Treatment of Public Servants Act of 2018, which replaces the windfall elimination provision with a formula equalizing benefits for certain individuals with non-covered employment.
H.R. 5282, which is the companion bill to S. 2526, the Retirement Enhancement and Savings Act of 2018, or RESA, a bill introduced in March by Senator Orrin Hatch (R-UT). Senator Ron Wyden (D-OR) is a co-sponsor, on the bill to amend the Internal Revenue Code of 1986 to encourage retirement savings, and for other purposes.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
S. 2155, the Economic Growth, Regulatory Relief, and Consumer Protection Act.
HR 5756, the bill introduced on May 10, by Rep. Sean Duffy (R-WI), requires the SEC to adjust the resubmission thresholds for shareholder proposals.
H.R. 4015, known as the Corporate Governance Reform bill.
H.R. 6290, also called, PEPTA, was reintroduced by Rep. Devin Nunes (R-CA) on June 28. The bill would amend the Internal Revenue Code of 1986 to provide for reporting and disclosure by State and local public employee retirement pension plans.
S. 3614, the Corporate Governance Fairness Act, that would require the SEC to directly regulate proxy advisory firms, including Glass, Lewis & Co and Institutional Shareholder Services (ISS), which provide investors with research on corporate proxy issues for boards of directors, executive pay and shareholder proposals.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
S. 974, the Creating and Restoring Equal Access to Equivalent Samples, or CREATES Act, a bipartisan bill that would stop drug companies from delaying the introduction of less expensive generic drugs into the marketplace.
A Proposed Rule by the Internal Revenue Service, the Employee Benefits Security Administration, and the Health and Human Services Department on 10/29/2018, for Health Reimbursement Arrangements and Other Account-Based Group Health Plans, Document Citation:83 FR 54420
H.R. 5963, the Health Insurance Premium Reduction Act, as of July 4, to delay the reimposition of the Health Insurance Tax (HIT) annual fee on health insurance providers until after 2020.
H.R. 6496, the Continuing Coverage for Preexisting Conditions Act of 2018.
Agencies Lobbied
U.S. Senate
Lobbying Issues
H.R. 6290, also called, PEPTA, was reintroduced by Rep. Devin Nunes (R-CA) on June 28. The bill would amend the Internal Revenue Code of 1986 to provide for reporting and disclosure by State and local public employee retirement pension plans.
The Joint Select Committee on Solvency of Multiemployer Pension Plans JCX-30-18. The Joint Select Committee on Solvency of Multiemployer Pension Plans has not scheduled any further hearings to date.
H.R. 1205, the "Social Security Fairness Act of 2017, which repeals GPO and WEP.
S. 915, the Senate version of the Social Security Fairness Act of 2017, a bill to amend Title II of the Social Security Act and repeal GPO and WEP.
H.R. 6933, the Equal Treatment of Public Servants Act of 2018, which replaces the windfall elimination provision with a formula equalizing benefits for certain individuals with non-covered employment.
H.R. 5282, which is the companion bill to S. 2526, the Retirement Enhancement and Savings Act of 2018, or RESA.
Discussion on Winfall Elimination Provision formula reform in the Ways and Means Committee.
Agencies Lobbied
U.S. Senate
Lobbying Issues
H.R. 6933, the Equal Treatment of Public Servants Act of 2018, which replaces the windfall elimination provision with a formula equalizing benefits for certain individuals with non-covered employment.
H.R. 1205, the Social Security Fairness Act of 2017, which would repeal the GPO and WEP.
Senator Sherrod Browns (D-OH) bill, S. 915, the Senate version of the Social Security Fairness Act of 2017.
H.R. 6290, the PEPTA bill, as reintroduced by Rep. Devin Nunes (R-CA).
Education on issues with applying the UBIT to any additional tax reform package before the end of the year, to require additional reporting by defined benefit plans on aggregated deferred compensation plan changes, to address the expiring tax extenders and make some of the temporary tax language from the earlier tax reform package permanent.
Agencies Lobbied
U.S. Senate
3rd Quarter, 2018
In Q3, CARLOW CONSULTING, LLC lobbied for School Employees Retirement System of Ohio , earning $9,000. The report was filed on Oct. 22, 2018.
Original Filing: 300994958.xml
Lobbying Issues
H.R. 1205, the "Social Security Fairness Act of 2017, which repeals GPO and WEP.
S. 915, the Senate version of the Social Security Fairness Act of 2017, a bill to amend Title II of the Social Security Act and repeal GPO and WEP.
H.R. 5282, which is the companion bill to S. 2526, the Retirement Enhancement and Savings Act of 2018, or RESA, a bill introduced in March by Senator Orrin Hatch (R-UT). Senator Ron Wyden (D-OR) is a co-sponsor, on the bill to amend the Internal Revenue Code of 1986 to encourage retirement savings, and for other purposes.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
S. 2155, the Economic Growth, Regulatory Relief, and Consumer Protection Act.
HR 5756, the bill introduced on May 10, by Rep. Sean Duffy (R-WI), requires the SEC to adjust the resubmission thresholds for shareholder proposals.
H.R. 4015, known as the Corporate Governance Reform bill.
H.R. 6290, also called, PEPTA, was reintroduced by Rep. Devin Nunes (R-CA) on June 28. The bill would amend the Internal Revenue Code of 1986 to provide for reporting and disclosure by State and local public employee retirement pension plans.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
S. 974, the Creating and Restoring Equal Access to Equivalent Samples, or CREATES Act, a bipartisan bill that would stop drug companies from delaying the introduction of less expensive generic drugs into the marketplace.
HHS/Centers for Medicare & Medicaid Services (CMS) posted the OBM-approved reporting form.
https://www.cms.gov/CCIIO/Resources/Forms-Reports-and-Other-Resources/Downloads/Limited-Wraparound-Coverage-Qs-Instructions.pdf The Limited Wraparound Reporting Form, as approved by the Office of Management and Budget, was due to be filed with CMS by August 25.
H.R. 5963, the Health Insurance Premium Reduction Act, as of July 4, to delay the reimposition of the Health Insurance Tax (HIT) annual fee on health insurance providers until after 2020.
H.R. 6496, the Continuing Coverage for Preexisting Conditions Act of 2018.
Agencies Lobbied
U.S. Senate
Lobbying Issues
H.R. 6290, also called, PEPTA, was reintroduced by Rep. Devin Nunes (R-CA) on June 28. The bill would amend the Internal Revenue Code of 1986 to provide for reporting and disclosure by State and local public employee retirement pension plans.
The Joint Select Committee on Solvency of Multiemployer Pension Plans JCX-30-18. The Joint Select Committee on Solvency of Multiemployer Pension Plans has not scheduled any further hearings to date. The report is expected in November.
H.R. 1205, the "Social Security Fairness Act of 2017, which repeals GPO and WEP.
S. 915, the Senate version of the Social Security Fairness Act of 2017, a bill to amend Title II of the Social Security Act and repeal GPO and WEP.
H.R. 5282, which is the companion bill to S. 2526, the Retirement Enhancement and Savings Act of 2018, or RESA.
Agencies Lobbied
U.S. Senate
3rd Quarter, 2018
CARLOW CONSULTING, LLC amended a lobbying report for representation of School Employees Retirement System of Ohio in Q32018 on Oct. 22, 2018.
Original Filing: 300998105.xml
Lobbying Issues
H.R. 1205, the "Social Security Fairness Act of 2017, which repeals GPO and WEP.
S. 915, the Senate version of the Social Security Fairness Act of 2017, a bill to amend Title II of the Social Security Act and repeal GPO and WEP.
H.R. 5282, which is the companion bill to S. 2526, the Retirement Enhancement and Savings Act of 2018, or RESA, a bill introduced in March by Senator Orrin Hatch (R-UT). Senator Ron Wyden (D-OR) is a co-sponsor, on the bill to amend the Internal Revenue Code of 1986 to encourage retirement savings, and for other purposes.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
S. 2155, the Economic Growth, Regulatory Relief, and Consumer Protection Act.
HR 5756, the bill introduced on May 10, by Rep. Sean Duffy (R-WI), requires the SEC to adjust the resubmission thresholds for shareholder proposals.
H.R. 4015, known as the Corporate Governance Reform bill.
H.R. 6290, also called, PEPTA, was reintroduced by Rep. Devin Nunes (R-CA) on June 28. The bill would amend the Internal Revenue Code of 1986 to provide for reporting and disclosure by State and local public employee retirement pension plans.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
S. 974, the Creating and Restoring Equal Access to Equivalent Samples, or CREATES Act, a bipartisan bill that would stop drug companies from delaying the introduction of less expensive generic drugs into the marketplace.
HHS/Centers for Medicare & Medicaid Services (CMS) posted the OBM-approved reporting form.
https://www.cms.gov/CCIIO/Resources/Forms-Reports-and-Other-Resources/Downloads/Limited-Wraparound-Coverage-Qs-Instructions.pdf The Limited Wraparound Reporting Form, as approved by the Office of Management and Budget, was due to be filed with CMS by August 25.
H.R. 5963, the Health Insurance Premium Reduction Act, as of July 4, to delay the reimposition of the Health Insurance Tax (HIT) annual fee on health insurance providers until after 2020.
H.R. 6496, the Continuing Coverage for Preexisting Conditions Act of 2018.
Agencies Lobbied
U.S. Senate
Lobbying Issues
H.R. 6290, also called, PEPTA, was reintroduced by Rep. Devin Nunes (R-CA) on June 28. The bill would amend the Internal Revenue Code of 1986 to provide for reporting and disclosure by State and local public employee retirement pension plans.
The Joint Select Committee on Solvency of Multiemployer Pension Plans JCX-30-18. The Joint Select Committee on Solvency of Multiemployer Pension Plans has not scheduled any further hearings to date. The report is expected in November.
H.R. 1205, the "Social Security Fairness Act of 2017, which repeals GPO and WEP.
S. 915, the Senate version of the Social Security Fairness Act of 2017, a bill to amend Title II of the Social Security Act and repeal GPO and WEP.
H.R. 5282, which is the companion bill to S. 2526, the Retirement Enhancement and Savings Act of 2018, or RESA.
Discussion on Winfall Elimination Provision formula reform in the Ways and Means Committee.
Agencies Lobbied
U.S. Senate
2nd Quarter, 2018
In Q2, CARLOW CONSULTING, LLC lobbied for School Employees Retirement System of Ohio , earning $9,000. The report was filed on July 20, 2018.
Original Filing: 300978196.xml
Lobbying Issues
H.R. 1205, the "Social Security Fairness Act of 2017, which repeals GPO and WEP.
S. 915, the Senate version of the Social Security Fairness Act of 2017, a bill to amend Title II of the Social Security Act and repeal GPO and WEP.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
S. 2155, the Economic Growth, Regulatory Relief, and Consumer Protection Act.
HR 5756, the bill introduced on May 10, by Rep. Sean Duffy (R-WI), requires the SEC to adjust the resubmission thresholds for shareholder proposals.
H.R. 4015, known as the Corporate Governance Reform bill.
H.R. 6290, also called, PEPTA, was reintroduced by Rep. Devin Nunes (R-CA) on June 28. The bill would amend the Internal Revenue Code of 1986 to provide for reporting and disclosure by State and local public employee retirement pension plans.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
S. 974, the Creating and Restoring Equal Access to Equivalent Samples, or CREATES Act, a bipartisan bill that would stop drug companies from delaying the introduction of less expensive generic drugs into the marketplace.
HHS/Centers for Medicare & Medicaid Services (CMS) posted the OBM-approved reporting form.
https://www.cms.gov/CCIIO/Resources/Forms-Reports-and-Other-Resources/Downloads/Limited-Wraparound-Coverage-Qs-Instructions.pdf
H.R. 5963, the Health Insurance Premium Reduction Act, as of July 4, to delay the reimposition of the Health Insurance Tax (HIT) annual fee on health insurance providers until after 2020.
Agencies Lobbied
U.S. Senate
Lobbying Issues
H.R. 6290, also called, PEPTA, was reintroduced by Rep. Devin Nunes (R-CA) on June 28. The bill would amend the Internal Revenue Code of 1986 to provide for reporting and disclosure by State and local public employee retirement pension plans.
The Joint Select Committee on Solvency of Multiemployer Pension Plans JCX-30-18
H.R. 1205, the "Social Security Fairness Act of 2017, which repeals GPO and WEP.
S. 915, the Senate version of the Social Security Fairness Act of 2017, a bill to amend Title II of the Social Security Act and repeal GPO and WEP.
Agencies Lobbied
U.S. Senate
2nd Quarter, 2018
CARLOW CONSULTING, LLC filed a lobbying registration on May 10, 2018 to represent School Employees Retirement System of Ohio, effective April 2, 2018.
Original Filing: 300959996.xml
Issue(s) they said they’d lobby about: Retirement security for under 65 and over 65 retirees, education on the value of defined benefit plans, solvency of Social Security, Medicare & Medicaid, federal budget spending or cuts, investments in the capital markets, taxation of pension funds, and health care changes that impact retirees. .
Source: Clerk of the U.S. House of Representatives and Secretary of the Senate
Searching...