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

Agriculture: restrict corporations, multilayered subsidiaries, pension funds, and investment funds from purchasing or leasing agricultural land (see S. 4391), S2052 [27AP] (see H.R. 8531), H3123 [27AP]

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]

Bankruptcy: modify venue requirements relative to bankruptcy proceedings (see H.R. 8111), H2776 [26MR]

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]

Capitol Police: authorize increase of retirement age (see H.R. 8364), H2994 [20AP]

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

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

Congressional Office of Compliance: investigate all workplace discrimination claims filed by covered employees and require Members to reimburse Treasury for amounts paid for employment discrimination (see H.R. 8126), H2776 [26MR]

Dept. of Defense: pay retired pay from Military Retirement Fund to retired members of commissioned corps of NOAA and of Public Health Service (see H.R. 8732), H3346 [11MY]

Dept. of Homeland Security: correct inequitable denial of enhanced retirement and annuity benefits to certain U.S. Customs and Border Protection officers (see H.R. 8844), H3550 [15MY]

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]

——— require Employee Benefit Security Administration report to Congress on adverse interest agreements (see S. 4360), S1857 [21AP]

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]

——— prohibit payment of annuities and retired pay to individuals convicted of certain sex crimes (see S. 4447), S2170 [30AP]

——— require that court decrees, court orders, or other similar processes expressly provide for annuity supplement payment relative to divorced annuitants (see S. 4290), S1740 [14AP]

Foreign Service: raise mandatory retirement age by aligning it with Social Security full retirement age (see S. 4002), S881 [5MR] (see H.R. 8346), H2959 [16AP]

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

Members of Congress: deny Federal retirement benefits to Members convicted of felony offenses relative to sexual abuse (see S. 4343), S1830 [17AP]

——— prohibit pay of annuity or retired pay if convicted of criminal offense committed during congressional service (see H.R. 8427), H3045 [21AP]

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

Railroad Retirement Act: eliminate certain deductions for annuities (see S. 4362), S1857 [21AP] (see H.R. 8405), H3044 [21AP]

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] (see H.R. 8344), H2959 [16AP]

Taxation: allow additional catch-up contributions for certain family caregivers (see S. 4291), S1740 [14AP] (see H.R. 8273), H2885 [14AP]

——— allow certain family caregivers to contribute to Roth IRA (see S. 4292), S1740 [14AP] (see H.R. 8274), H2885 [14AP]

——— 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]

——— exclude from gross income charitable distributions from certain employer-sponsored retirement plans (see S. 4511), S2277 [13MY] (see H.R. 8783), H3452 [13MY]

——— provide for microemployer pension plan startup credit (see H.R. 8837), H3531 [14MY]

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

Veterans: expand eligibility for concurrent receipt of military retired pay or combat-related compensation with service-connected disability benefits (H.R. 2102), consideration (see H. Res. 1247), H3331 [30AP]

——— increase rates of disability compensation for veterans with service-connected disabilities and dependency and indemnity compensation for survivors of certain disabled veterans (see S. 4487), S2200 [11MY] (see H.R. 8552), H3131 [28AP]

Letters

Catching Up Family Caregivers Act: Andy Blocker, Edward D. Jones & Co., L.P., S1743 [14AP]

——— Cindy Hounsell, Women’s Institute for a Secure Retirement (WISER), S1742 [14AP]

——— Lynn Dudley, American Benefits Council, S1742 [14AP]

——— Paul J. Richman and John B. Jennings, Insured Retirement Institute (IRI), S1742 [14AP]

——— Rachel Conant, Alzheimer’s Association and Alzheimer’s Impact Movement (organization), S1742 [14AP]

Improving Retirement Security for Family Caregivers Act: Andy Blocker, Edward D. Jones & Co., L.P., S1743 [14AP]

——— Cindy Hounsell, Women’s Institute for a Secure Retirement (WISER), S1742 [14AP]

——— Lynn Dudley, American Benefits Council, S1742 [14AP]

——— Paul J. Richman and John B. Jennings, Insured Retirement Institute (IRI), S1742 [14AP]

——— Rachel Conant, Alzheimer’s Association and Alzheimer’s Impact Movement (organization), S1742 [14AP]

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

Capitol Police: authorize increase of retirement age (H.R. 8364), H3116, H3117 [27AP]

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]

Law enforcement: reform benefits for public service officers, H3403 [13MY]

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

Social Security: allow period in which clergy may revoke their exemption from coverage (H.R. 227), H3115, H3116 [27AP]

——— 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]

Taxation: allow additional catch-up contributions for certain family caregivers (S. 4291), S1741 [14AP]

——— allow certain family caregivers to contribute to Roth IRA (S. 4292), S1741 [14AP]

Veterans: expand eligibility for concurrent receipt of military retired pay or combat-related compensation with service-connected disability benefits, S1891 [22AP]

——— 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. 227, Clergy Act, H3115 [27AP]

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

H.R. 8364, authorize increase of retirement age for Capitol Police, H3116 [27AP]

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]