Employee Retirement Savings Bill of Rights

Summary

Employee Retirement Savings Bill of Rights - Amends the Internal Revenue Code to: (1) impose an excise tax on a pension plan failing to provide notice of generally accepted investment principles, including principles of risk management and diversification; (2) impose an excise tax on a pension plan failing to provide notice of any transaction restriction period to each applicable individual to whom the transaction restriction period applies (and to each employee organization representing such applicable individuals); and (3) set forth diversification requirements for plans, including requiring the provision of at least three investment options, other than employer securities, in amounts equivalent to the amounts invested in employer securities.

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

Timeline

1. 4 February 2002

   Introduced

   Referred to the Committee on Ways and Means, and in addition to the Committee on Education and the Workforce, 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

2. 4 February 2002

   Introduced

   Referred to the Committee on Ways and Means, and in addition to the Committee on Education and the Workforce, 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

3. 4 February 2002

   Introduced

   Introduced in House

   Source: IntroReferral

4. 4 February 2002

   Introduced

   Introduced in House

   Source: IntroReferral

5. 14 March 2002

   Reported

   Ordered to be Reported (Amended) by Voice Vote.

   Source: Committee

6. 14 March 2002

   Committee

   Committee Consideration and Mark-up Session Held.

   Source: Committee

7. 20 March 2002

   Introduced

   House Committee on Education and the Workforce Granted an extension for further consideration ending not later than April 9, 2002.

   Source: IntroReferral

8. 20 March 2002

   Reported

   Reported (Amended) by the Committee on Ways and Means. H. Rept. 107-382, Part I.

   Source: Committee

9. 20 March 2002

   Reported

   Reported (Amended) by the Committee on Ways and Means. H. Rept. 107-382, Part I.

   Source: Committee

10. 9 April 2002

    Discharge

    Committee on Education and the Workforce discharged.

    Source: Discharge

11. 9 April 2002

    Committee

    Committee on Education and the Workforce discharged.

    Source: Committee

12. 9 April 2002

    Calendars

    Placed on the Union Calendar, Calendar No. 232.

    Source: Calendars

Votes

No vote records are attached yet.

Versions

• Reported in House · 9 April 2002 · Download file
• Introduced in House · 4 February 2002 · Download file

Documents

6 official files

• Reported in House (text)

  Reported in House · EN · 9 April 2002

  ViewDownloadOpen at official source

• Reported in House (PDF)

  Reported in House · EN · 9 April 2002

  ViewDownloadOpen at official source

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  Vertaal document

  Documentvertaling op verzoek met downloadbare PDF (logo + link naar de officiële bron). Het bronbestand blijft leidend.

• Reported to House amended, Part I

  summary · EN · 20 March 2002

  Open at official source

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  Vertaal document

  Documentvertaling op verzoek met downloadbare PDF (logo + link naar de officiële bron). Het bronbestand blijft leidend.

• Introduced in House (text)

  Introduced in House · EN · 4 February 2002

  ViewDownloadOpen at official source

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  Vertaal naarNL · DutchDE · GermanFR · FrenchES · SpanishIT · ItalianPL · PolishPT · PortugueseSV · SwedishDA · DanishFI · FinnishEL · GreekCS · CzechHU · HungarianRO · RomanianBG · BulgarianHR · CroatianSK · SlovakSL · SlovenianLT · LithuanianLV · LatvianET · EstonianGA · IrishMT · Maltese

  Vertaal document

  Documentvertaling op verzoek met downloadbare PDF (logo + link naar de officiële bron). Het bronbestand blijft leidend.

• Introduced in House (PDF)

  Introduced in House · EN · 4 February 2002

  ViewDownloadOpen at official source

  Leesvertaling

  Vertaal dit document naar jouw taal. PoliticalRepo bewaart geen aparte kopie per EU-taal.

  Vertaal naarNL · DutchDE · GermanFR · FrenchES · SpanishIT · ItalianPL · PolishPT · PortugueseSV · SwedishDA · DanishFI · FinnishEL · GreekCS · CzechHU · HungarianRO · RomanianBG · BulgarianHR · CroatianSK · SlovakSL · SlovenianLT · LithuanianLV · LatvianET · EstonianGA · IrishMT · Maltese

  Vertaal document

  Documentvertaling op verzoek met downloadbare PDF (logo + link naar de officiële bron). Het bronbestand blijft leidend.

• Introduced in House

  summary · EN · 4 February 2002

  Open at official source

  Leesvertaling

  Vertaal dit document naar jouw taal. PoliticalRepo bewaart geen aparte kopie per EU-taal.

  Vertaal naarNL · DutchDE · GermanFR · FrenchES · SpanishIT · ItalianPL · PolishPT · PortugueseSV · SwedishDA · DanishFI · FinnishEL · GreekCS · CzechHU · HungarianRO · RomanianBG · BulgarianHR · CroatianSK · SlovakSL · SlovenianLT · LithuanianLV · LatvianET · EstonianGA · IrishMT · Maltese

  Vertaal document

  Documentvertaling op verzoek met downloadbare PDF (logo + link naar de officiële bron). Het bronbestand blijft leidend.

Sponsors

• Sen. Portman, Rob [R-OH] · R · Sponsor
• Sen. Cardin, Benjamin L. [D-MD] · D · Sponsor
• Sen. Blunt, Roy [R-MO] · R · Cosponsor
• Rep. Pomeroy, Earl [D-ND-At Large] · D · Cosponsor
• Rep. Brady, Kevin [R-TX-8] · R · Cosponsor
• Rep. Frost, Martin [D-TX-24] · D · Cosponsor
• Rep. Bereuter, Doug [R-NE-1] · R · Cosponsor
• Rep. Lucas, Ken [D-KY-4] · D · Cosponsor
• Rep. Forbes, J. Randy [R-VA-4] · R · Cosponsor
• Rep. Frelinghuysen, Rodney P. [R-NJ-11] · R · Cosponsor
• Rep. Latham, Tom [R-IA-3] · R · Cosponsor
• Rep. Jones, Walter B., Jr. [R-NC-3] · R · Cosponsor
• Rep. Abercrombie, Neil [D-HI-1] · D · Cosponsor
• Rep. Hart, Melissa A. [R-PA-4] · R · Cosponsor
• Rep. Oxley, Michael G. [R-OH-4] · R · Cosponsor
• Rep. Kennedy, Mark R. [R-MN-6] · R · Cosponsor
• Rep. Roukema, Marge [R-NJ-5] · R · Cosponsor
• Rep. Nussle, Jim [R-IA-2] · R · Cosponsor
• Rep. Weldon, Dave [R-FL-15] · R · Cosponsor
• Rep. Walsh, James T. [R-NY-25] · R · Cosponsor
• Rep. Moore, Dennis [D-KS-3] · D · Cosponsor
• Rep. Horn, Stephen [R-CA-38] · R · Cosponsor
• · hsed00 · Standing
• · hswm00 · Standing

Related records

• related to ← Insider Trading Full Disclosure Act of 2002
• related to ← Pension Security Act of 2002