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United States · Bill · S

S. 2969 (106th)

Retirement Security Advice Act of 2000

referredUnited States· United States Congress· EN

Introduced

27 July 2000

Last action

27 July 2000 · Introduced

Status

Read twice and referred to the Committee on Finance.

Sponsors

Sen. Gorton, Slade [R-WA], Sen. Allard, Wayne [R-CO]

Subjects

Discovery layer

Source updated

20 August 2025

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Summary

Retirement Security Advice Act of 2000 - 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 provision (or contracting or otherwise arranging for provision) of 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 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. 27 July 2000

    Introduced

    Read twice and referred to the Committee on Finance.

    Source: IntroReferral

  2. 27 July 2000

    Introduced

    Introduced in Senate

    Source: IntroReferral

Votes

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Versions

Documents

3 official files

Introduced in Senate (text)

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Leesvertaling

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  • Introduced in Senate (text)

    Introduced in Senate · EN · 27 July 2000

    ViewDownloadOpen at official source

  • Introduced in Senate (PDF)

    Introduced in Senate · EN · 27 July 2000

    ViewDownloadOpen at official source

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  • Introduced in Senate

    summary · EN · 27 July 2000

    Open at official source

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Sponsors

Related records

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Sources

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