Legislative updates

Regulatory and Legislative

Senate Proposal Would Expand Use of HSAs

Senator Rand Paul (R-KY) has introduced the Health Marketplace and Savings Accounts for All Act.

December 08 2025

Regulatory and Legislative

Roth Rollover Proposal Introduced in Senate

Senators John Barrasso (R-WY) and Michael Bennet (D-CO) have introduced the Retirement Rollover Flexibility Act. 

December 05 2025

Regulatory and Legislative

Proposal to Enhance PLESAs Introduced in Senate

Senators Cory Booker (D-NJ) and Todd Young (R-IN), along with Representatives Eugene Vindman (D-VA) and Glenn Thompson (R-PA) have introduced bi-cameral legislation, the Emergency Savings Enhancement Act. 

December 05 2025

Regulatory and Legislative

House Proposal Includes CITs for 403(b) Provision

House Financial Services Committee Chairman French Hill (R-AR) and several committee members introduced bipartisan legislation, the Incentivizing New Ventures and Economic Strength Through Capital Formation (INVEST) Act.

December 04 2025

Regulatory and Legislative

House Bill Proposes Litigation Reform

Representative Randy Fine (R-FL) has introduced H.R. 6084, the ERISA Litigation Reform Act.

December 01 2025

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. 

November 21 2025

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.

November 21 2025

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. 

October 17 2025

Regulatory and Legislative

Senate Passes Two ESOP Proposals

The Senate passed by unanimous consent two proposals aimed at strengthening Employee Stock Ownership Plans. 

October 14 2025

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. 

September 22 2025