Browsing Tag
401(k) Legislation
50 posts
What Might Make SECURE 3.0—and How Advisor Input is Influencing the Next Big Retirement Bill
At this week’s NAPA 401(k) Summit, ARA’s Brian Graff, Kelsey Mayo and Josh Oppenheimer outlined which member-directed initiatives are being pushed for inclusion as a potential mega-bill is expected to take shape over the next two years
Graff: SECURE 3.0 Set to Be Bigger, Driven by Auto-Enrollment Push
At the NAPA Summit, ARA CEO Brian Graff said political alignment is building for sweeping retirement reform centered on universal coverage, enhanced Saver’s Match, and auto-enrollment—potentially adding millions of new plans and tens of millions of savers
Legislation Would Expand Employee Contributions to HSAs, Student Loan Debt
A new bill would codify an IRS ruling that initially allowed a single employer to offer a flexible benefits program
TSP Bill Seeks to Prevent Fund from Investing in China
Recently introduced House companion legislation focused on keeping Thrift Savings Plan monies from being invested in “countries of concern”
Bipartisan Bill Seeks Uniform Form 5500 Filing Deadline
Form 5500 Filing Simplification Act would eliminate need for a separate extension request and reduce unnecessary administrative burdens on employers
New Bill Would Forgive 401(k) Withdrawal Fines for Home Buyers
The bill would eliminate penalties incurred for home buyers who use 401(k) savings to afford a down payment or closing costs
House Passes Rep. Allen’s Anti-ESG Retirement Investing Bill
The Protecting Prudent Investment of Retirement Savings Act would ensure retirement plan sponsors make investment decisions exclusively based on economic factors and financial returns
Bipartisan Bill to Streamline 401(k) Distribution Options, Expand In-Service Rollover Choices is Back
The Retirement Simplification and Clarity Act would provide more flexibility, clearer guidance to Americans navigating retirement savings decisions
IRI Reveals Top Retirement Legislation Priorities for 2025
Protecting retirement plan tax treatment, expanding lifetime income options among goals outlined in 2025 Federal Retirement Security Blueprint
Bipartisan Bill Introduced to Simplify Retirement Savings Distribution Options
“Retirement Simplification and Clarity Act” would provide seniors with a more streamlined process and flexibility to choose savings options right for them