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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.
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97%
VOTING RESULTS
2026-09-16
For 401
Against 14
Abstain 0
Full voting results open_in_new
Previous:
To President
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Status:
Became Law
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Additional Information
Retire through Ownership Act
Print number: S 2403
Sponsor: Sen. Marshall, Roger [R-KS]
Process start date: 2025-07-23
Voting date: 2026-09-16
Voting no: 314
System Note: Lustra is free, publicly auditable civic infrastructure, with full source code available on GitHub. You are reading sterilized legislative data, processed by our radical neutrality engine to strip political spin and retain factual mechanics. We process only official government data. Original documents remain the authoritative source, always verify them if you can.
Summarized by: gemini-2.5-flash-preview-05-20
Source data: api.congress.gov
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Summary & Status

Key Questions about Easier Valuation of Employee Stock for Retirement Plans

A structured overview of the legislative process, official sources, status and civic context.

What is the official ID of this bill?

The official print number for this legislation is 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 Became Law.

Where is the official voting record?

The official roll call vote is recorded at: voting record

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: Became Public Law No: 119-124.

Is this summary verified?

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

Analysis and Potential Impact of S 2403

We don't know, that is up to you to decide. Summarizing raw data with AI is fundamentally different from predicting socio-economic outcomes. As of 2026, we believe impact assessment strictly requires a human in the loop to verify and judge. Review our public AI processing logs for full transparency, and use Lustra to track active legislation for instant status push notifications.

CATEGORIES

Labor Economy