[Congressional Record Volume 164, Number 116 (Wednesday, July 11, 2018)]
[Senate]
[Pages S4917-S4918]
From the Congressional Record Online through the Government Publishing Office [www.gpo.gov]
By Ms. COLLINS (for herself and Mr. Warner):
S. 3197. A bill to amend the Internal Revenue Code of 1986 to promote
retirement savings on behalf of small business employees by making
improvements to SIMPLE retirement accounts and easing the transition
from a SIMPLE plan to a 401(k) plan, and for other purposes; to the
Committee on Finance.
Ms. COLLINS. Mr. President, Ensuring that more Americans are better
prepared financially for retirement is one of my top priorities.
That is why I rise today to introduce the SIMPLE Plan Modernization
Act with my colleague from Virginia, Senator Mark Warner. Our
legislation will provide greater flexibility and access to both
employees and their employers seeking to utilize the popular SIMPLE
plans as an option for saving for retirement.
According to the non-partisan Center for Retirement Research, there
is an estimated $7.7 trillion gap between the savings American
households need to maintain their standard of living in retirement and
what they actually have. A recent Gallup poll found that only 51
percent of working Americans believe that they will have enough money
to live comfortably in retirement. Though this is the highest
percentage of confidence in nearly a decade, we must continue to work
to ensure that even more Americans will have the resources they need to
enjoy their ``golden years.''
Another contributing factor is that employees of small businesses are
much less likely to participate in employer-based retirement plans.
According to a study by the PEW Charitable Trusts, roughly 30 million
U.S. private-sector full-time workers continue to lack access to a
work-based plan to save for retirement.
SIMPLE retirement plans were established in 1996 to encourage small
businesses to provide their employees with retirement plans that are
less costly and easier to navigate. A business with 100 or fewer
employees can create a SIMPLE retirement savings account so long as it
does not offer another employer-sponsored retirement plan.
The SIMPLE Plan Modernization Act would help to expand access to
SIMPLE plans by increasing the contribution limit for most small
businesses. This would achieve two important goals, Mr. President:
first, it would encourage more small businesses to offer a retirement
savings benefit to their employees; and second, it would allow
employees of small businesses to save even more for retirement each
year on a tax-deferred basis.
This legislation is a win-win proposition for retirement security.
There are many small employers that simply cannot afford a 401(k) plan.
For them, this legislation would provide enhanced savings
opportunities. At the same time, the legislation is carefully
constructed to prevent employers with a 401(k) plan from dropping that
plan to adopt a SIMPLE plan. And the legislation preserves strong
incentives for small businesses that become more successful to move
from a SIMPLE plan to a 401(k) plan. We believe our approach will
encourage businesses and their employees to take steps to save for
retirement, and eventually move towards a more substantial retirement
package, like a 401(k) plan.
In my home state of Maine, the vast majority of businesses are
eligible to sign their employees up for SIMPLE Plans. Financial
advisors from Presque Isle to Portland have shared their concerns that
neither employees nor their employers are in a good position to save
for retirement. We must give
[[Page S4918]]
small businesses and employees a better opportunity to save for
retirement and this legislation will provide such an opportunity. I
urge my colleagues to join Senator Warner and me in supporting the
SIMPLE Plan Modernization Act. Thank you, Mr. President.
____________________