legislative updates

Retirement Protection Act Proposed in House

Representatives David Schwikert (R-AZ) and Byron Donalds (R-FL) have introduced H.R. 8579, the Retirement Protection Act.

FuturePlan ERISA Team

Legislative updates

Proxy Vote Changes for Index Funds Proposed in House

Representatives Bill Huizenga (R-MI) and Blaine Luetkemeyer (R-MO) have introduced HR 8521, the Investor Democracy is Expected (INDEX) Act.

FuturePlan ERISA Team

Defined Contribution Plan

Legislative updates

IRS Extends Remedial Amendment Period for SECURE Act

The IRS issued Notice 2022-33 which extends the deadline for amendments to retirement plans and IRAs to adopt provisions enacted under the SECURE Act, the Miners Act, and some provisions under the CARES Act.

FuturePlan ERISA Team

IRS Guidance

Legislative updates

Another Cryptocurrency Proposal Introduced in Senate

Senators Debbie Stabenow (D-MI), and John Boozman (R-AR), along with Senators Cory Booker (D-NJ) and John Thune (R-SD), have introduced the “Digital Commodities Consumer Protection Act.”

FuturePlan ERISA Team

Legislative updates

Senate Proposal Would Modify Fiduciary Investment Selection Requirements

Senator Mike Braun (R-IN) and seven republican co-sponsors have introduced S. 4613, the Maximize Americans’ Retirement Security Act.

FuturePlan ERISA Team

Legislative updates

Temporary Waiver of RMDs Proposed in House

Representative Warren Davidson (R-OH) has introduced HR 8331, a bill that would provide for a suspension of RMDs from retirement plans and IRAs for the 2022 calendar year.

FuturePlan ERISA Team

Legislative updates

IRA

Defined Contribution Plan

Discussion Draft on Financial Privacy Introduced

Congressman Patrick McHenry (R-NC) has released a discussion draft of legislation to modernize financial privacy laws and give consumers more control over how their personal information is collected and utilized.

FuturePlan ERISA Team

Legislative updates

Senate Finance Committee Advances EARN Act

The Senate Finance Committee conducted a hearing today to consider the Enhancing American Retirement Now (EARN) Act.

FuturePlan ERISA Team

Defined Contribution Plan

IRA

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

No Results