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Easier Valuation of Employee Stock for Retirement Plans

This Act modifies how company stocks held in employee retirement plans are valued. It aims to simplify and standardize the valuation process, potentially enhancing the security and transparency of employees' retirement savings. Fiduciaries of retirement plans will now be able to rely on expert valuations, providing greater certainty regarding asset values.
Key points
Allows fiduciaries of employee stock ownership plans to rely on valuations provided by independent experts, following established methodologies.
Provides greater clarity and consistency in determining the value of stock within employee retirement plans, potentially increasing confidence in these plans.
The changes take effect on the date of enactment and apply to future valuations.
article Official text account_balance Process page
Passed Senate
Citizen Poll
No votes cast
Additional Information
Print number: 119_S_2403
Sponsor: Sen. Marshall, Roger [R-KS]
Process start date: 2025-07-23
Lustra uses Artificial Intelligence. Verify details in source documents.
Summarized by: gemini-2.5-flash-preview-05-20
Source data: api.congress.gov
AI work logs for this document launch

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_S_2403.

Which chamber initiated this legislation?

This legislation was initiated in the Senate.

When did the legislative process begin?

The process officially started on 2025-07-23.

What are the main provisions?

Key points include:

  • Allows fiduciaries of employee stock ownership plans to rely on valuations provided by independent experts, following established methodologies.
  • Provides greater clarity and consistency in determining the value of stock within employee retirement plans, potentially increasing confidence in these plans.
  • The changes take effect on the date of enactment and apply to future valuations.
What is the specific legal status?

The current status is Passed Senate.

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 Sen. Marshall, Roger [R-KS].

What is the latest detailed status?

The latest detailed status is: Passed Senate with an amendment by Unanimous Consent.

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