legislative updates

Senate Finance Releases Its Version of SECURE 2.0

The Senate Finance Committee has released an outline of its version of proposed retirement reform on the heels of passage of the Rise & Shine Act out of the Senate HELP committee last week.

FuturePlan ERISA Team

Legislative updates

Starter-K Companion Legislation Introduced in House

Representatives Linda T. Sánchez (D-CA) and Darin LaHood (R-IL) introduced the Starter-K Act, legislation intending to expand access to retirement savings for more Americans.

FuturePlan ERISA Team

Defined Contribution Plan

Legislative updates

Auto-Portability Legislation Introduced

Senators Tim Scott (R-SC) and Sherrod Brown (D-OH) have introduced the Advancing Auto Portability Act of 2022.

FuturePlan ERISA Team

Defined Contribution Plan

Legislative updates

RISE & SHINE Act Approved by Committee

The Senate HELP Committee unanimously passed out of committee S.4353 the RISE & SHINE Act (previously announced), with two amendments.

FuturePlan ERISA Team

Legislative updates

Senate HELP Committee Retirement Bill Introduced

The Senate HELP committee’s RISE & SHINE Act has been introduced.

FuturePlan ERISA Team

Legislative updates

Senators Announce Cryptocurrency Bill

The “Lummis-Gillibrand Responsible Financial Innovation Act” is set to be introduced in the Senate.

FuturePlan ERISA Team

Legislative updates

Cryptocurrency

Financial Freedom Act Proposed in House

Representative Byron Donalds (R-FL) and several Republican co-sponsors have introduced HR 7860, the Financial Freedom Act of 2022.

FuturePlan ERISA Team

Legislative updates

DOL

Defined Contribution Plan

Senate Committee Releases Retirement Bill Discussion Draft

The RISE & SHINE Act shares some similarities to, and builds upon the Securing a Strong Retirement Act bill that passed the House in March.

FuturePlan ERISA Team

Defined Benefit Plan

Defined Contribution Plan

DOL

IRS

Legislative updates

Cash Balance Plan

SECURE Act

Emergency Savings Proposal Introduced

Senators Todd Young (R-IN), and Cory Booker (D-NJ) have introduced the Emergency Savings Act of 2022.

FuturePlan ERISA Team

Legislative updates

Defined Contribution Plan

Senate Proposes Proxy Vote Changes for Index Funds

Senator Dan Sullivan, along with co-sponsors Pat Toomey, Mike Crapo and Chuck Grassley, have introduced S. 4241 the “Investor Democracy is Expected Act” or INDEX Act.

FuturePlan ERISA Team

Legislative updates

Defined Contribution Plan

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