Browsing Tag
retirement legislation
52 posts
INVEST Act in House Could Finally Be Vehicle to Allow CITs in 403(b)s
Retirement Fairness for Charities and Educational Institutions Act one of 20 bills included in bipartisan capital formation package House reportedly will consider next week
December 3, 2025
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
December 1, 2025
Senate Democrats Introduce Bill to Expand Social Security, Veterans Affairs Benefits
Social Security Emergency Inflation Relief Act would increase benefits by $200 per month for six months
November 7, 2025
IRI Issues ‘To Do’ List for Congress to Improve Retirement Security
Plan provides an early blueprint for “SECURE 3.0” legislation focused on bipartisan bills and amendments with an emphasis on lifetime income solutions
November 6, 2025
Why Excluding 401(k) Assets From ‘Accredited Investor’ Rule Would Be Unjust
As bills to expand definition sit in Senate, new research argues qualified retirement assets belong in net worth calculations
August 21, 2025
New Bill Targets Social Security Payments to Deceased Beneficiaries
“Valid Benefits Act” would require federal agencies to regularly check on whether adults ages 105 or older are still alive
June 3, 2025
Multiple Retirement Bills—Including CITs in 403(b)s—Being Marked Up in House This Week
Two bills supported by both ICI and IRI among two dozen being considered by House Financial Services Committee
May 20, 2025
Bill to Make 401(k)s Available to 18- to 20-Year-Olds Reintroduced in Senate
Sens. Cassidy, Kaine bring back the “Helping Young Americans Save for Retirement Act”
May 13, 2025
‘Retirement Savings for Americans Act’ Introduced Again in Congress
Bill has some bipartisan (and AARP) support, but opponents believe it would undermine the employer-sponsored retirement plan market
April 30, 2025
The Best of 2024: Most-Viewed Content
As the year comes to a close, here are the topics and coverage that caught readers’ eyes over the past 12 months
December 30, 2024