Retirement Security Advice Act of 2001

Summary

Retirement Security Advice Act of 2001 - Amends the Employee Retirement Income Security Act of 1974 (ERISA) and the Internal Revenue Code to allow prohibited transaction exemptions under specified conditions to: (1) a fiduciary adviser's providing certain investment advice to an employee benefit plan or to a participant or beneficiary of such plan; (2) sale, acquisition, or holding of securities or other property (including any lending of money or other extension of credit associated with these) pursuant to such advice; and (3) direct or indirect receipt of fees or other compensation by the fiduciary adviser or an affiliate in connection with providing such advice.

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Documents

12 official files

• Referred in Senate (text)

  Referred in Senate · EN · 16 November 2001

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• Referred in Senate (PDF)

  Referred in Senate · EN · 16 November 2001

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• Engrossed in House (text)

  Engrossed in House · EN · 15 November 2001

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• Engrossed in House (PDF)

  Engrossed in House · EN · 15 November 2001

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• Passed House amended

  summary · EN · 15 November 2001

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• Reported in House (text)

  Reported in House · EN · 13 November 2001

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• Reported in House (PDF)

  Reported in House · EN · 13 November 2001

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• Reported to House amended, Part II

  summary · EN · 13 November 2001

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• Reported to House with amendment(s)

  summary · EN · 31 October 2001

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• Introduced in House (text)

  Introduced in House · EN · 21 June 2001

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• Introduced in House (PDF)

  Introduced in House · EN · 21 June 2001

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• Introduced in House

  summary · EN · 21 June 2001

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