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United States · Bill · HR

H.R. 2269 (107th)

Retirement Security Advice Act of 2001

referredUnited States· United States Congress· EN

Introduced

21 June 2001

Last action

16 November 2001 · Introduced

Status

Received in the Senate and Read twice and referred to the Committee on Finance.

Sponsors

Rep. Boehner, John A. [R-OH-8], Rep. Armey, Richard K. [R-TX-26], Rep. Johnson, Sam [R-TX-3], Rep. Tancredo, Thomas G. [R-CO-6], Rep. Baird, Brian [D-WA-3], Rep. Lucas, Ken [D-KY-4], Rep. McInnis, Scott [R-CO-3], Rep. Foley, Mark [R-FL-16], Rep. Smith, Adam [D-WA-9], Rep. Oxley, Michael G. [R-OH-4], Rep. Dicks, Norman D. [D-WA-6], Rep. Roukema, Marge [R-NJ-5], Rep. Baker, Richard H. [R-LA-6], Rep. Camp, Dave [R-MI-4], Rep. English, Phil [R-PA-3], Rep. Gutknecht, Gil [R-MN-1], Sen. Kirk, Mark Steven [R-IL], Rep. Tauscher, Ellen O. [D-CA-10], Rep. Holt, Rush [D-NJ-12], Rep. Shaw, E. Clay, Jr. [R-FL-22], Rep. Paul, Ron [R-TX-14], Rep. Crane, Philip M. [R-IL-8], Rep. Frost, Martin [D-TX-24], Sen. Chambliss, Saxby [R-GA], Rep. Tiberi, Patrick J. [R-OH-12], Rep. McCrery, Jim [R-LA-4], Rep. Ballenger, Cass [R-NC-10], Rep. Fletcher, Ernie [R-KY-6], Sen. Brown, Sherrod [D-OH], Rep. McKeon, Howard P. "Buck" [R-CA-25], Rep. Shays, Christopher [R-CT-4], Rep. Cantor, Eric [R-VA-7], Rep. Biggert, Judy [R-IL-13], Rep. Platts, Todd Russell [R-PA-19], Sen. Graham, Lindsey [R-SC], Rep. Pascrell, Bill, Jr. [D-NJ-9], Rep. Nussle, Jim [R-IA-2], Rep. Rogers, Mike J. [R-MI-8], Sen. Blunt, Roy [R-MO], Rep. Ney, Robert W. [R-OH-18], Sen. Portman, Rob [R-OH], Rep. Dunn, Jennifer [R-WA-8], Rep. Greenwood, James C. [R-PA-8], Rep. Pryce, Deborah [R-OH-15], Rep. Clement, Bob [D-TN-5], Rep. Matheson, Jim [D-UT-2], Rep. Cannon, Chris [R-UT-3], Rep. Keller, Ric [R-FL-8]

Subjects

Discovery layer

Source updated

23 March 2026

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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.

This text is taken from the official record. PoliticalRepo does not editorialize.

Timeline

  1. 21 June 2001

    Introduced

    Introduced in House

    Source: IntroReferral

  2. 21 June 2001

    Introduced

    Introduced in House

    Source: IntroReferral

  3. 21 June 2001

    Introduced

    Referred to the Committee on Education and the Workforce, and in addition to the Committee on Ways and Means, for a period to be subsequently determined by the Speaker, in each case for consideration of such provisions as fall within the jurisdiction of the committee concerned.

    Source: IntroReferral

  4. 21 June 2001

    Introduced

    Referred to the Committee on Education and the Workforce, and in addition to the Committee on Ways and Means, for a period to be subsequently determined by the Speaker, in each case for consideration of such provisions as fall within the jurisdiction of the committee concerned.

    Source: IntroReferral

  5. 17 July 2001

    Committee

    Subcommittee Hearings Held.

    Source: Committee

  6. 17 July 2001

    Referred

    Referred to the Subcommittee on Employer-Employee Relations.

    Source: Committee

  7. 2 August 2001

    Committee

    Forwarded by Subcommittee to Full Committee by Voice Vote.

    Source: Committee

  8. 2 August 2001

    Committee

    Subcommittee Consideration and Mark-up Session Held.

    Source: Committee

  9. 3 October 2001

    Vote

    Ordered to be Reported (Amended) by the Yeas and Nays: 29 - 17.

    Source: Committee

  10. 3 October 2001

    Committee

    Committee Consideration and Mark-up Session Held.

    Source: Committee

  11. 31 October 2001

    Introduced

    House Committee on Ways and Means Granted an extension for further consideration ending not later than Nov. 9, 2001.

    Source: IntroReferral

  12. 31 October 2001

    Reported

    Reported (Amended) by the Committee on Education and the Workforce. H. Rept. 107-262, Part I.

    Source: Committee

  13. 31 October 2001

    Reported

    Reported (Amended) by the Committee on Education and the Workforce. H. Rept. 107-262, Part I.

    Source: Committee

  14. 7 November 2001

    Vote

    Ordered to be Reported (Amended) by the Yeas and Nays: 25 - 15.

    Source: Committee

  15. 7 November 2001

    Committee

    Committee Consideration and Mark-up Session Held.

    Source: Committee

  16. 9 November 2001

    Introduced

    House Committee on Ways and Means Granted an extension for further consideration ending not later than Nov. 13, 2001.

    Source: IntroReferral

  17. 13 November 2001

    Calendars

    Placed on the Union Calendar, Calendar No. 174.

    Source: Calendars

  18. 13 November 2001

    Reported

    Reported (Amended) by the Committee on Ways and Means. H. Rept. 107-262, Part II.

    Source: Committee

  19. 13 November 2001

    Reported

    Reported (Amended) by the Committee on Ways and Means. H. Rept. 107-262, Part II.

    Source: Committee

  20. 14 November 2001

    Reported

    Rules Committee Resolution H. Res. 288 Reported to House. Rule provides for consideration of H.R. 2269 with 1 hour and 40 minutes of general debate. Previous question shall be considered as ordered without intervening motions except motion to recommit with or without instructions. In lieu of the amendments recommended by the Committee on Education and the Workforce and the Committee on Ways and Means now printed in the bill, the amendment in the nature of a substitute printed in part A of the report of the Committee on Rules accompanying this resolution shall be considered as adopted. Measure will be considered read. A specified amendment is in order.

    Source: Floor

  21. 15 November 2001

    Passed

    Motion to reconsider laid on the table Agreed to without objection.

    Source: Floor

  22. 15 November 2001

    Passed

    Rule H. Res. 288 passed House.

    Source: Floor

  23. 15 November 2001

    Vote

    On passage Passed by recorded vote: 280 - 144 (Roll no. 442).

    Source: Floor

  24. 15 November 2001

    Vote

    Passed/agreed to in House: On passage Passed by recorded vote: 280 - 144 (Roll no. 442).

    Source: Floor

  25. 15 November 2001

    Reported

    Considered under the provisions of rule H. Res. 288. (consideration: CR H8190-8213; text of measure as reported in House: CR H8190-8193)

    Source: Floor

  26. 15 November 2001

    Floor

    The previous question was ordered pursuant to the rule.

    Source: Floor

  27. 15 November 2001

    Floor

    Rule provides for consideration of H.R. 2269 with 1 hour and 40 minutes of general debate. Previous question shall be considered as ordered without intervening motions except motion to recommit with or without instructions. In lieu of the amendments recommended by the Committee on Education and the Workforce and the Committee on Ways and Means now printed in the bill, the amendment in the nature of a substitute printed in part A of the report of the Committee on Rules accompanying this resolution shall be considered as adopted. Measure will be considered read. A specified amendment is in order.

    Source: Floor

  28. 16 November 2001

    Introduced

    Received in the Senate and Read twice and referred to the Committee on Finance.

    Source: IntroReferral

Votes

No vote records are attached yet.

Versions

Documents

12 official files

Referred in Senate (text)

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  • 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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Sponsors

Showing 48 of 64 sponsors and actors.

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