PENSIONS related term(s) Employee Retirement Income Security Act (ERISA); Income

Addresses

State of the Union: President Trump, S645–S649 [24FE], H2287–H2295 [24FE]

Amendments

Investments: specify requirements concerning consideration of pecuniary and non-pecuniary factors in investment decisions (H.R. 2988), H903, H905 [15JA]

——— specify requirements concerning consideration of pecuniary and non-pecuniary factors in investment decisions (H.R. 2988), consideration (H. Res. 988), H676 [13JA]

Bills and resolutions

Armed Forces: eliminate recoupment of separation pay from members who subsequently receive veterans disability compensation and limit recoupment of such pay from members who subsequently receive retired or retainer pay (see H.R. 7027), H717 [13JA]

Business and industry: prevent exploitative private equity practices in health care system (see S. 3829), S577 [11FE] (see H.R. 7537), H2218 [12FE]

——— require employers to provide employees retirement program with benefits equivalent to Federal Employees Retirement System (FERS) or elect to participate in FERS (see H.R. 7556), H2219 [12FE]

Congress: advance commonsense policies (see H.R. 7314), H1948 [2FE]

——— advance policy priorities (see H.R. 7315), H1948 [2FE]

Dept. of Labor: establish Older Workers’ Bureau, study employment of older workers and effect of older employment on retirement security, and establish grant programs related to employment of older workers (see H.R. 7524), H2217 [12FE]

Dept. of the Interior: provide that employees of Tribally controlled schools are eligible to receive pension under Federal Employees Retirement System and to participate in Thrift Savings Plan (see H.R. 7781), H2369 [3MR]

Families and domestic relations: change spousal notification and consent requirements for payment of lump-sum retirement benefits in cases of domestic violence (see H.R. 7706), H2327 [25FE]

Federal employees: address responsibilities of fiduciaries relative to Thrift Savings Plan (see H.R. 7357), H2030 [4FE]

Foreign Service: raise mandatory retirement age by aligning it with Social Security full retirement age (see S. 4002), S881 [5MR]

Investments: specify requirements concerning consideration of pecuniary and non-pecuniary factors in investment decisions (H.R. 2988), consideration (see H. Res. 988), H654 [12JA]

Postal Service: modify procedures for negotiating pay and benefits of supervisory and other managerial personnel (see H.R. 7600), H2228 [17FE]

Social Security: affirm importance to people of U.S. and express that it must be preserved, protected, and strengthened for current and future generations (see S. Res. 579), S115 [8JA]

——— repeal retirement earnings test (see S. 4184), S1580 [24MR]

Taxation: allow charitable rollovers from individual retirement accounts to donor advised funds (see S. 3975), S762 [3MR]

——— establish exception for multiemployer plan participants to requirements for automatic enrollment (see S. 3615), S130 [12JA]

——— exclude from gross income certain retirement plan distributions used for down payment or closing costs for principal residence (see H.R. 7185), H1171 [21JA]

——— simplify filing of Form 5500 for employee benefit plan administrators (see H.R. 7362), H2030 [4FE]

Letters

Protecting Prudent Investment of Retirement Savings Act: Economic Policy Institute, H689 [13JA]

Motions

Investments: specify requirements concerning consideration of pecuniary and non-pecuniary factors in investment decisions (H.R. 2988), H905 [15JA]

Remarks in House

GAO: require report comparing brokerage window accounts with defined contribution plans, H903, H904 [15JA]

Investments: specify requirements concerning consideration of pecuniary and non-pecuniary factors in investment decisions (H.R. 2988), H897–H907 [15JA]

——— specify requirements concerning consideration of pecuniary and non-pecuniary factors in investment decisions (H.R. 2988), consideration (H. Res. 988), H670–H677 [13JA]

Pension Benefit Guaranty Corp.: restore benefits guaranteed in certain pension plans for retirees following company bankruptcy (H.R. 1357), H902 [15JA]

Social Security: protect system and improve benefits, H2105 [10FE]

SSA: improve customer service through restoration of agency workforce, reopening of hearing and field offices, and increased funding, H1177 [22JA]

Trump, President: affirm promise not to raise Social Security and Medicare retirement age (H. Res. 657), H2105 [10FE]

Remarks in Senate

Kelly, Senator: lawsuit against Sec. of Defense Hegseth for initiating disciplinary proceedings in retaliation for criticism of Trump administration, S124 [12JA]

Social Security: affirm importance to people of U.S. and express that it must be preserved, protected, and strengthened for current and future generations (S. Res. 579), S119 [8JA]

Veterans: expand eligibility for concurrent receipt of military retired pay or combat-related compensation with service-connected disability benefits (S. 1032), S744–S747 [3MR]

——— expand eligibility for concurrent receipt of military retired pay or combat-related compensation with service-connected disability benefits (S. 1032), unanimous-consent request, S745, S746 [3MR]

Reports filed

Balance the Scales Act: Committee on Education and Workforce (House) (H.R. 2958) (H. Rept. 119–504), H2233 [20FE]

Clergy Act: Committee on Ways and Means (House) (H.R. 227) (H. Rept. 119–425), H133 [7JA]

Consideration of H.R. 2988, Protecting Prudent Investment of Retirement Savings Act: Committee on Rules (House) (H. Res. 988) (H. Rept. 119–440), H654 [12JA]

Employee Benefit Security Administration (EBSA) Investigations Transparency Act: Committee on Education and Workforce (House) (H.R. 2869) (H. Rept. 119–491), H2117 [10FE]

Retire Through Ownership Act: Committee on Education and Workforce (House) (H.R. 5169) (H. Rept. 119–448), H892 [14JA]

Texts of

H. Res. 988, consideration of H.R. 2988, Protecting Prudent Investment of Retirement Savings Act, H670 [13JA]

H.R. 2988, Protecting Prudent Investment of Retirement Savings Act, H897–H899 [15JA]

S. Res. 579, affirm importance of Social Security to people of U.S. and express that it must be preserved, protected, and strengthened for current and future generations, S118 [8JA]