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Retirement Plans: Clearer Rules for Employee Stock Ownership

This act aims to make it easier for employees to invest in their company's stock through retirement plans. It establishes clear rules for valuing these stocks, which should enhance the security and transparency of such investments for retirement savers.
Key points
Simplifies employee ownership of company stock within retirement plans.
Introduces clear stock valuation rules for retirement plans, boosting investment security.
Allows plan fiduciaries to rely on independent expert valuations, streamlining the process.
article Official text account_balance Process page
Placed on Calendar
Citizen Poll
No votes cast
Additional Information
Print number: 119_HR_5169
Sponsor: Rep. Allen, Rick W. [R-GA-12]
Process start date: 2025-09-08
Lustra uses Artificial Intelligence. Verify details in source documents.
Summarized by: gemini-2.5-flash-preview-05-20
Source data: api.congress.gov
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OFFICIAL LEGAL TITLE

Retire through Ownership Act

FREQUENTLY ASKED QUESTIONS

What is the official ID of this bill?

The official print number for this legislation is 119_HR_5169.

Which chamber initiated this legislation?

This legislation was initiated in the House of Representatives.

When did the legislative process begin?

The process officially started on 2025-09-08.

What are the main provisions?

Key points include:

  • Simplifies employee ownership of company stock within retirement plans.
  • Introduces clear stock valuation rules for retirement plans, boosting investment security.
  • Allows plan fiduciaries to rely on independent expert valuations, streamlining the process.
What is the specific legal status?

The current status is Placed on Calendar.

Where can I read the full text of this legislation?

The full official text is available at: View full text

Who is the primary sponsor?

The primary sponsor is Rep. Allen, Rick W. [R-GA-12].

What is the latest detailed status?

The latest detailed status is: Placed on the Union Calendar, Calendar No. 383.

Is this summary verified?

Yes. This content was analyzed by AI and verified by the Lustra Judge System on 2025-12-23.

CATEGORIES

Labor Economy