[Congressional Record Volume 158, Number 95 (Thursday, June 21, 2012)]
[Senate]
[Page S4428]
From the Congressional Record Online through the Government Publishing Office [www.gpo.gov]
CHURCH PLAN INVESTMENT CLARIFICATION ACT
Mr. REID. Mr. President, I now ask unanimous consent that the Banking
Committee be discharged from further consideration of H.R. 33.
The PRESIDING OFFICER. Without objection, it is so ordered. The clerk
will report the bill by title.
The assistant legislative clerk read as follows:
A bill (H.R. 33) to amend the Securities Act of 1933 to
specify when certain securities issued in connection with
church plans are treated as exempted securities for purposes
of that Act.
There being no objection, the Senate proceeded to consider the bill.
Mr. LEVIN. Mr. President, I appreciate the efforts of Chairman
Johnson in making sure that our Nation's religious leaders are able to
have expanded opportunities for their retirement plans, while also
ensuring that we don't create any unintended consequences. To remove
any potential ambiguity, we want to make clear that H.R. 33 is intended
to make clear that the offer and sale of a bank collective trust's
securities that are exempt from the Securities Act of 1933 if sold to
employee benefit plans described in Section 401 of the Internal Revenue
Code, such as 401(k) plans, would not lose such exemption solely on the
basis that such securities are sold to church plans described in
403(b)(9) of the Internal Revenue Code (church plans described in
Section 401(a) of the Internal Revenue Code already receive such
exemptive relief) or to plans that include self-employed ministers.
H.R. 33 is not intended to expand the exemption to any interests,
participations or securities that are sold to a person other than such
church plans and plans that include self-employed ministers.
Mr. JOHNSON. I agree with Senator Levin's statement.
Mr. REID. I ask unanimous consent that the bill be read a third time
and passed, the motion to reconsider be laid upon the table, with no
intervening action or debate, and that any statements be printed in the
Record.
The PRESIDING OFFICER. Without objection, it is so ordered.
The bill (H.R. 33) was ordered to a third reading, was read the third
time, and passed.
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