Chair Casey leaves mark on national aging policy. Leadership changes in DC and RI 

Published in RINewsToday on December 16, 2024

Last week, U.S. Sen. Bob Casey (D-PA), Chairman of the U.S. Senate Special Committee on Aging, held his last hearing, entitled “Empowering People with Disabilities to Live, Work, Learn, and Thrive, in SD 106.  This hearing was his swan song as Chairman of the Senate Aging Committee. 

The 3-term Democratic Senator, first elected in 2006, lost his reelection bid for a fourth term to Republican Dave McCormick, a West Point graduate, combat veteran and Bronze star recipient, and a national security expert, and former hedge fund manager.  A recount of votes confirmed that Casey lost by 16,000 votes (3,398,628 to 3,382,423) and he conceded the race on Nov. 21st.

With the dust settling after the Nov. 5th presidential election, Republicans will take control of the legislative agenda of the upper chamber, with a 53-47 majority, and control the house.

According to a Senate Aging Committee, during the upcoming 119th Congress Sen. Tim Scott (R-SC), a former Ranking Member, is expected to replace Casey as chairman on Jan. 3rd, 2025. Former Ranking Member Mike Braun (R-Ind) will leave the Senate after becoming Governor-elect of Indiana. 

An advocate for America’s seniors

During the 118th, the Senate Aging Committee under the helm of Casey held 18 full hearings, five field hearings, and one joint full hearing.  His final hearing, lasting one hour and 46 minutes, highlighted his long record as a champion for people with disabilities, and laid out his vision for how Congress must continue to work to empower them. 

“From the beginning of my time in the Senate, I heard a constant refrain from disability advocates that their needs were not being met—they faced barriers to save for their future, they were being paid well below a living wage, and they could not afford or access the care they needed,” says Casey in his opening statement. “Those refrains, including from some of the people we heard from at today’s hearing, are what inspired me to make people with disabilities a focus of my Senate career and time as Aging Committee Chairman,” he said.

During his 18 years in the Senate, Casey has been one of the foremost champions in Washington for people with disabilities. He created the Stephen Beck Jr. Achieving a Better Life Experience Act (ABLE) program, which has helped hundreds of thousands of families save for long-term care for their disabled loved ones with a tax-advantage savings account. The Associated Press hailed this legislation as “the most important new law for [those with disabilities] in 25 years.  He also made federal websites more accessible for people with disabilities, and propelled the fight for access to home care to the forefront of the national conversation. 

In addition, the Pennsylvania Senator led efforts to improve care in nursing homes by expanding and strengthening oversight over poor-performing facilities while ensuring that nursing homes and long-term care facilities have the resources they need to provide high-quality care to residents. His work has led the Centers for Medicare and Medicaid Services (CMS) to publicly release information about nursing facilities with a documented pattern of poor care, ensuring older adults and their families have the information they 

At the Dec. 12th hearing, Chairman Casey also released a series of issue briefs documenting his record chairing the Aging Committee on making government technology accessible, expanding access to home care, improving nursing homes, lowering prescription drug costs, and ensuring economic security for older adults:

“We have made a lot of progress, from creating the ABLE program to making government technology more accessible,” Casey continued. “But as we heard today, there is still a lot more to do—from expanding access to home care to finally phasing out the subminimum wage,” he added.

Kudos to Casey’s advocacy for America’s disabled Seniors

At the hearing, witnesses from Pennsylvania and national organizations testified about the impact of Casey’s work impacting the disability community in the Commonwealth and around the country.

I want to thank Senator Casey for your leadership. None of the successes I outlined would have been possible without your steadfast championship, advocacy and partnership. It is daunting to think about facing the challenges ahead, particularly the threats to Medicaid, without you at the helm, but we have been emboldened to reimagine what is possible because of your leadership,” says Witness Ai-Jen Poo, President of the National Domestic Workers Alliance and Executive Director of Caring Across Generations.

Witness Neil McDevitt, Mayor of North Wales, Pennsylvania, noted: “Senator Casey, you have been a steadfast ally of North Wales Borough, the Commonwealth of Pennsylvania, and millions of disabled and Deaf Americans. We owe you a debt that can never be repaid.”

Things are actually changing. We are not yet where we need to be when it comes to disability access and acceptance, but we are getting there. It brings me great joy when I hear of disabled people in my community getting good paying jobs and not being relegated to sheltered workshops for less than minimum wage,” adds Erin Willman, CEO of White Cane Coffee in Warren, Pennsylvania. 

Witness Lydia Brown, Director of Policy, National Disability Institute, told the attending Senators:“Ten years ago, Sen. Casey’s leadership in introducing and passing The ABLE Act changed the game. People whose disabilities began before age 26 can now access a savings vehicle that can conserve up to $100,000 total without their savings counting against them in determining eligibility for SSI and Medicaid. Money in an ABLE account can be used for a wide range of qualified disability expenses, including otherwise unaffordable assistive technology and health care, as well as educational and employment related costs. For many disabled people on Medicaid, an ABLE account is also their only available means to save for retirement.”

A fond farewell 

“Bob Casey served honorably as the chair of the Senate Special Committee on Aging.  He held a wide range of hearings intended to develop a record that could be used to help shape future legislation,” says Max Richtman, President & CEO, National Committee to Preserve Social Security and Medicare who also is a  former staff director of the Senate Special Committee on Aging. Casey had held numerous hearings on issues facing older adults that helped build support for components of the Older Americans Act reauthorization – which just passed the Senate and may be included in the end-of-year package, noted Richtman. 

“Senator Casey also held hearings on disabled older adults, including one with former Social Security Commissioner Martin O’Malley to discuss what the Social Security Administration (SSA) is doing to make the application process easier,” added Richtman, noting that other hearings were held on scammers preying on the elderly – designed to help older adults and their families know what to look for — and protect against.  

“We can only hope that when Republicans assume control of the Senate in January, this committee will continue the serious work of looking after the interests of seniors, who have contributed so much to our society and yet are among our most vulnerable citizens,” says Richtman.

“Leadership Council of Aging Organizations (LCAO) thanks Senator Bob Casey for his leadership and dedication to improving the lives of older Americans through his work on the Senate Aging Committee,” said Debra Whitman, LCAO Chair. “We look forward to collaborating with incoming Chairman Rick Scott to continue addressing the needs and enhancing the well-being of our nation’s growing aging population,” she says.

“As Chairman of the Senate Special Committee on Aging, Senator Bob Casey was a critical champion for seniors. He fought to strengthen Social Security and Medicare, stop elder abuse, and improve conditions in nursing homes. Casey will be greatly missed in the Senate by everyone who cares about senior issues. We urge the next chairman of this invaluable committee to continue his legacy.” Says Nancy Altman, President of Social Security Works.

“It is wonderful to have a Senate Aging Committee and Senator Casey’s terrific advocacy but inexcusable for the House not to restore its counterpart, which Chairman Claude Pepper proved is indispensable,” said Robert Weiner, former Chief of Staff of the House Select Committee on Aging and later a senior White House spokesman.

Announcing job transitions and retirement – in Rhode Island

Two well-known aging advocates have announced their departures.

The Alliance for Better Long-Term Care announces the retirement of Kathleen “Kathy” Heren. She dedicated 26 years to serving Rhode Island’s seniors.  For the past 15 years, Heren has served as the Rhode Island State Long Term Care Ombudsman, tirelessly advocating for the rights and well-being of residents in long-term care facilities across the state. She is known for her “fierce dedication, wisdom, and compassion have made her an unwavering champion for those in need.”

After serving as Executive Director of LeadingAgeRI for over 16 years, James P. Nyberg is leaving the nonprofit to become Senior Advisor at the Boston-based Public Consulting Group.   He will provide his expertise to the company on home and community-based services.

During his tenure, he significantly advanced aging services by advocating for quality, affordable care and fostering partnerships with state and national stakeholders. His leadership has driven innovative initiatives addressing the needs of older Rhode Islanders while supporting workforce development and professional growth among member organizations.

Nyberg ably served as Chair of the state’s Advisory Commission on Aging for over six years.

Social Security changes expand access to SSI

Published in RINewsToday on May 20, 2024

Last week, the Social Security Administration (SSA) announced good news for Supplemental Security recipients.  The federal agency published a final rule on April 19, 2024, to – “Expand the Definition of a Public Assistance Household.” The regulation announces one of several updates to Supplemental Security Income (SSI) regulations that will help people receiving and applying for SSI.  

SSA continuously examines programmatic policy and makes regulatory and sub-regulatory changes as appropriate. SSI is a means-tested program providing monthly payments to adults and children with a disability or blindness, and to adults aged 65 and older. These benefits help pay for basic needs like rent, food, clothing, and medicine. People applying for and receiving SSI must meet eligibility requirements, including income and resource limits.

According to SSA’s Office of the Chief Actuary, once this rule is implemented and the effects have stabilized, in fiscal year 2033 its estimated that roughly 277,000 federal SSI recipients (4 percent of all SSI recipients) will have an increase in monthly payments compared to current rules, and an additional 109,000 individuals (1% increase) will receive Federal SSI payments who would not have been eligible under current rules.  As of December, 2022, there were approximately 30,500 people in Rhode Island receiving SSI benefits. 

SSA expands access to SSI program

Under SSA’s final rule (20 CFR Part 416), beginning September 30, 2024, the agency will expand the definition of a public assistance household to include households receiving Supplemental Nutrition Assistance Program (SNAP) payments and households where not all members receive public assistance. The expanded definition will allow more people to qualify for SSI, and increase some SSI recipients’ payment amounts. It also reduces reporting burdens for individuals living in public assistance households.

The SSA revised rule also changes the definition of a public assistance household when determining who in a household receives public assistance. The new rule defines a public assistance household as one that has both an SSI applicant or recipient, and at least one other household member who receives one or more of the listed means-tested public income-maintenance (PIM) payments (the any other definition).

The previous policy required all household members to receive public assistance. This change benefits SSI recipients living in households where only some members receive public assistance.

“I’m committed to making systemic changes to help people access the critical benefits they need, including SSI,” said Martin O’Malley, Commissioner of Social Security, in a May 9, 2024 statement announcing the release of the final rule. “By simplifying our policies and including an additional program geared towards low-income families, such as [those receiving] SNAP, we are removing significant barriers to accessing SSI. These changes promote greater equity in our programs.”

SNAP is the first PIM benefit added to the agency’s public assistance household definition since it was established in 1980. This change helps ensure the agency’s policies better represent the current landscape of means-tested programs in the United States, according to SSA.

These changes are key because if an applicant or recipient is determined to be living in a public assistance household, the agency assumes they are not receiving assistance from other household members that would otherwise be counted as income. This will allow more people to qualify for SSI and in some cases, receive a higher SSI payment.

Thumbs Up from aging network

“I commend the Biden administration for this needed expansion of the SSI program.  It is a recognition that those in the greatest economic need in our nation need help.  By expanding the definition of a public assistance household, it will not only allow more people to qualify for SSI but can also increase some existing SSI recipient’s payment amounts,” says Robert B. Blancato, Executive Director of the Washington, DC-based National Association of Nutrition and Aging Services Program, noting that programs such as SSI and SNAP are safety net programs for those who are truly [in need].  

“It is disingenuous to lose qualification for one safety net program because of being eligible for another.  The role of the federal government is to assist those most in need while minimizing bureaucratic red tape.  This final rule shows a level of compassion we need to see more of in federal policy,” adds Blancato.

According to Maria Freese, Senior Legislative Representative at the Washington, DC-based National Committee to Preserve Social Security and Medicare, this new rule will take an important step toward simplifying some of the most complicated and burdensome rules governing the SSI program. SSI’s in-kind support and maintenance (ISM) rules reduce benefits dollar-for-dollar for the value of support from family or friends, such as a place to sleep, or help with groceries, up to one-third of benefits. SSI is the only federal program to reduce benefits in this manner. “While fewer than 1 in 10 SSI beneficiaries receive ISM, the current ISM rules make the program more complicated for nearly every SSI beneficiary.  SSA is required to ask detailed, personal, and complicated questions concerning living arrangements, other household members and budgeting, not only once but repeatedly as family circumstances change,” she says.

Freese added: “Groups living together who qualify as ‘public assistance households’ are exempt from these reporting requirements, but the previous definition, which required that every member of the household receive public assistance, limited the ability of low-income beneficiaries to take advantage of the exemption.  The new rule requires only one SSI beneficiary and one additional member of the household be a recipient of public assistance, and expands the qualifying programs to include the Supplemental Nutrition Assistance Program (SNAP, formerly food stamps).” 

“This new rule will lessen hardship for struggling, low-income families, simplify the administration of the SSI program and lower costs and staff time for the Social Security Administration, which has been chronically underfunded.  It represents good public policy, and reflects well on an agency working hard to provide the benefits working families deserve,” notes Freese.

According to Nancy Altman, President and CEO of the Washington, DC-based Social Security Works, this rule is an important step towards improving the Supplemental Security Income program (“SSI”). “Currently, SSI forces the most disadvantaged Americans to jump through numerous time-consuming, complicated, and burdensome hoops simply to get below-poverty level benefits. Simplifying the numerous burdensome requirements will not only ease the lives of those whom government is intended to serve, it will also reduce administrative costs,” she says. 

“Ultimately, Congress needs to act to improve SSI, as well as adequately fund the SSA so it can hire and train enough staff to properly administer the program. In the absence of action from Congress, the Biden administration is doing what it can on its own, including this and other rule changes, says Altman.

Altman suggests that if Congress and the Social Security Administration truly want to save administrative costs and provide more accurate and timely payment amounts, more rules like these should be adopted and the laws governing SSI should be updated and simplified.” 

With Social Security’s long-term purchasing power dwindling and heightening financial uncertainty for recipients, the League supports updating the definition of public assistance for beneficiaries receiving SSI, says Shannon Benton, Executive Director of the Alexandria, Virginia-based Senior Citizens League. “’The increased inability of seniors to make ends meet remains a pressing concern of The Senior Citizens League, and it should also be a pressing concern of Congress,” she says.

Adds Associate Director Kathleen Holt, of the Connecticut-based Center for Medicare Advocacy, “The expanded definition of ‘public assistance household’ is a thoughtful, focused way to ensure the dignity and needs of individuals in a residence are upheld.”

For more information on the SSI program, including who is eligible and how to apply, visit https://www.ssa.gov/ssi.

To read the final rule “Expand the Definition of a Public Assistance Household,” visit  https://www.federalregister.gov/documents/2024/04/19/2024-08364/expand-the-definition-of-a-public-assistance-household.

For further details about the final rule, contact Tamara Levingston, Office of Income Security Programs, 6401 Security Blvd., Robert M. Ball Building, Suite 2512B, Woodlawn, MD 21235, 410-966-7384.