legislative updates

Financial Freedom Act Proposed in House

Representative Byron Donalds (R-FL) and several Republican co-sponsors have introduced HR 7860, the Financial Freedom Act of 2022.

FuturePlan ERISA Team

Legislative updates

DOL

Defined Contribution Plan

Senate Committee Releases Retirement Bill Discussion Draft

The RISE & SHINE Act shares some similarities to, and builds upon the Securing a Strong Retirement Act bill that passed the House in March.

FuturePlan ERISA Team

Defined Benefit Plan

Defined Contribution Plan

DOL

IRS

Legislative updates

Cash Balance Plan

SECURE Act

Emergency Savings Proposal Introduced

Senators Todd Young (R-IN), and Cory Booker (D-NJ) have introduced the Emergency Savings Act of 2022.

FuturePlan ERISA Team

Legislative updates

Defined Contribution Plan

Senate Proposes Proxy Vote Changes for Index Funds

Senator Dan Sullivan, along with co-sponsors Pat Toomey, Mike Crapo and Chuck Grassley, have introduced S. 4241 the “Investor Democracy is Expected Act” or INDEX Act.

FuturePlan ERISA Team

Legislative updates

Defined Contribution Plan

Mental Health Matters Act Proposed in House

Representative Mark DeSaulnier has introduced H.R. 7780, the “Mental Health Matters Act,” which strengthens behavioral health benefits in schools and also amends provisions of ERISA. 

FuturePlan ERISA Team

Legislative updates

Proposed: Employee and Retiree Access to Justice Act

Representative Mark DeSaulnier (D-CA) has introduced HR 7740 – the Employee and Retiree Access to Justice Act.

FuturePlan ERISA Team

Defined Contribution Plan

Defined Benefit Plan

Legislative updates

Small Business Retirement Proposals Introduced in Senate

Senator John Hickenlooper (D-CO) has introduced two retirement bills in the Senate.

FuturePlan ERISA Team

Legislative updates

Defined Contribution Plan

Financial Freedom Act Proposed in Senate

Senator Tommy Tuberville (R-AL) has introduced the Financial Freedom Act.

FuturePlan ERISA Team

Defined Contribution Plan

DOL

Legislative updates

Proposed Lump-Sum Buyout Disclosure Legislation Reintroduced

Senators Patty Murray (D-WA), Tina Smith (D-MN), and Tammy Baldwin (D-WI) reintroduced the Information Needed for Financial Options Risk Mitigation (INFORM) Act of 2022.

FuturePlan ERISA Team

Defined Contribution Plan

Legislative updates

Senate Proposal Would Allow Certain Plan Design Expenses from Plan Assets

Senators Jacky Rosen (D-NV) and Tim Scott (R-SC) have introduced S. 4086, the Increasing Small Business Retirement Choices Act.

FuturePlan ERISA Team

Legislative updates

Defined Contribution Plan

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