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Legislative updates
Regulatory and Legislative
Proposal Floated to Create New Type of HSA Account
Senator Rick Scott (R-FL) has introduced S. 3264, the More Affordable Care Act.
Regulatory and Legislative
House Proposal Would Add HSA Restrictions
Representative Lloyd Doggett (D-TX) has introduced H.R. 6183, the Health Savings Account (HSA) Consumer Protection Act.
Regulatory and Legislative
Proposal Allowing Penalty Free Distributions for Federal Contractors Introduced
Senator Catherine Cortez Masto (D-NV) has introduced S. 2964, the Emergency Relief for Federal Contractors Act of 2025.
Regulatory and Legislative
Senate Passes Two ESOP Proposals
The Senate passed by unanimous consent two proposals aimed at strengthening Employee Stock Ownership Plans.
Regulatory and Legislative
First-Time Home Buyer Distribution Increase Proposed
Senators Ruben Gallego (D-AZ) and Todd Young (R-IN) have introduced S. 2867, the Uplifting First-Time Homebuyers Act to help more people buy their first home.
Regulatory and Legislative
House Committee Advances Retirement Proposals
The House Education and Workforce Committee has advanced several retirement bills following a markup.
Regulatory and Legislative
Proposal Allowing Unclaimed Retirement Distribution Transfers to State Unclaimed Property Programs Introduced
Representatives Ron Estes (R-KS), and Seth Magaziner (D-RI), have introduced H.R. 5325, the Unclaimed Retirement Rescue Plan.
Regulatory and Legislative
ESOP Proposal Introduced in House
Representative Rick Allen (R-GA) has introduced the Retire through Ownership Act.
Regulatory and Legislative
ESOP Proposals Clear Senate HELP Committee
The Senate Health, Education, Labor and Pensions Committee unanimously advanced two bills to strengthen Employee Stock Ownership Plans.
Regulatory and Legislative
Plan Adoption Tax Credits for Nonprofits Proposed
Representative Vern Buchanan (R-FL) and several co-sponsors have introduced H.R. 4548, the Small Nonprofit Retirement Security Act.