2025 · 3rd Quarter (July 1 - Sep 30)
Filed by DAVIS & HARMAN LLP.
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Literal source text
Issues related to tax incentives for retirement savings. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Issues related to recordkeeping simplification for 401(k) plans. Issues related to lifetime income and auto features. Technical Corrections to the SECURE 2.0 Act of 2022. S. 1831, Auto Reenroll Act. H.R. 2958, Balance the Scales Act. H.R. 2869, EBSA Investigations Transparency Act.
Literal federal measure citations: S. 1831, H.R. 2958, H.R. 2869
Issues related to tax incentives for retirement savings. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Issues related to recordkeeping simplification for 401(k) plans. Issues related to lifetime income and auto features. Technical Corrections to the SECURE 2.0 Act of 2022. S. 1831, Auto Reenroll Act. H.R. 1. H.R. 2958, Balance the Scales Act. H.R. 2869, EBSA Investigations Transparency Act.
Literal federal measure citations: S. 1831, H.R. 1, H.R. 2958, H.R. 2869
Issues related to retirement plan data privacy. Expansion of investment options for 403(b) plans, including: H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act.
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