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Proposal Eliminating Cap on Rollover Amounts From 529 Plans to Roth IRAs Introduced

Senator Ted Cruz (R-TX), along with cosponsor Senator Lisa Blunt Rochester (D-DE), have introduced S. 5550, to eliminate the aggregate limitation on rollovers from a 529 program to a Roth IRA.

IRA Legislative updates 529 account SECURE 2.0

Proposal to Increase Savers Match Introduced

Senator Ron Wyden (D-OR), ranking member of the Senate Finance Committee, has introduced the Saver's Match Enhancement Act.

Defined contribution plan IRA Legislative updates

Born to Invest Act Introduced in House

Representatives Sharice Davids (D-KS) and Derek Schmidt (R-KS) have introduced H.R. 10490, the Born to Invest Act.

529 account ABLE Account IRA Legislative updates

Bill Introduced to Extend Time Period for Contributing Military Death Benefits to Roth IRA or ESA

Senators Richard Blumenthal (D-CT) and Tim Sheehy (R-MT) have introduced S. 5445, the GRACE for Military Survivors Act.

529 account IRA Legislative updates

House Passes Tax Relief for Fraud Victims

H.R. 9500, the Tax Relief for Fraud Victims Act, introduced by Representatives Max Miller (R-OH) and Thomas Suozzi (D-NY), passed the House by a vote of 408-17.

Defined contribution plan Defined benefit plan IRA Legislative updates

ESOP Bill Passes House

The House of Representatives has passed S. 2403, the Retire through Ownership Act by a vote of 401-14.

Defined benefit plan Defined contribution plan Legislative updates

529 Distributions for Homebuyers Proposed in Senate

Senators John Husted (R-OH) and Michael Bennet (D-CO) have introduced S. 5227, the First-Time Home Buyer Empowerment Act.

Legislative updates 529 account

Enhanced Trump Account Enrollment for Newborns Introduced

Senators Shelley Capito (R-WV) and Jim Justice (R-WV) have introduced S. 5243, to provide for the automatic establishment of Trump accounts.

IRA Legislative updates

IRS Issues Notice on Saver's Match

The Internal Revenue Service (has issued Notice 2026-48, indicating that the Department of Treasury and IRS intend to issue proposed regulations regarding the Saver's Match contribution provision under SECURE 2.0.

Defined contribution plan IRA Legislative updates SECURE 2.0

Retirement Simplification and Clarity Act Introduced

Senators Roger Marshall (R-KS), and Kirsten Gillibrand (D-NY), have introduced S. 5156, the Retirement Simplification and Clarity Act.

Defined contribution plan IRA Legislative updates

Emergency Savings Enhancement Act Clears Committee

The Emergency Savings Enhancement Act, introduced last year by Senators Cory Booker (D-NJ) and Todd Young (R-IN), and amended by Senator Bill Cassidy ahead of a hearing, cleared the Senate HELP Committee.

SECURE 2.0 Defined contribution plan Legislative updates

Proposal to Alleviate DOL IRA Oversight Introduced

Senators John Barrasso (R-WY) and cosponsor Marsha Blackburn (R-TN) have introduced the Simplifying Modern Access to Retirement Tools for Savings Act, or SMART Savings Act.

IRA Legislative updates

American Dream Accounts for Home Buyers Introduced in House

Representative Aaron Bean (R-FL), has introduced H.R. 9895, the American Dream Accounts Act.

IRA Legislative updates

ABLE MATCH Act Proposed in House

Representatives Debbie Dingell (D-MI) and Derek Schmidt (R-KS), have introduced H.R. 9801, the ABLE MATCH (Making Able a Tool to Combat Hardship) Act.

Legislative updates ABLE Account

SAFE Banking Act Reintroduced

Representative Dave Joyce (R-OH) has introduced H.R. 9471, the SAFE Banking Act.

Defined benefit plan Defined contribution plan IRA Legislative updates