NATIONAL ASSN OF STATE TREASURERS (NAST)

FIN · Financial Institutions/Investments/Securities

Issues related to municipal securities regulations; banking issues related to marijuana policies.

TAX · Taxation/Internal Revenue Code

Proposals related to ownership of unclaimed savings bonds. Proposals to allow advance refunding of tax exempt municipal bonds; H.R. 1255, "Investing in Our Communities Act". Proposals related to increasing educational savings in and expanding access to 529 college savings plans, or impacting Code section 529; H.R. 1151 and S. 756, the "Freedom to Invest in Tomorrow's Workforce Act". Proposals to broaden access for ABLE plans; S. 627 and HR 1436. Implementation of related provisions included in SECURE 2.0, enacted in Division T of the Consolidated Appropriations Act, 2023.

Literal federal measure citations: H.R. 1255, H.R. 1151, S. 756, S. 627, HR 1436

RET · Retirement

Pension issues affecting municipal bonds or public pensions. Proposals related to unclaimed retirement savings. Implementation of related provisions included in SECURE 2.0, enacted in Division T of the Consolidated Appropriations Act, 2023 ( P.L. 117-328).

EDU · Education

Higher education reauthorization proposals pertaining to college savings. Issues related to Section 529 plans and treatment under FAFSA.

BUD · Budget/Appropriations

Proposals related to ownership of unclaimed savings bonds, including regulations implementing provisions included in SECURE 2.0, enacted in Division T of the Consolidated Appropriations Act, 2023 (P.L. 117-328).