Retirement Plan Roundup, Session 4: Legislative Update

Thompson Hine LLP

n our final session, David Whaley and Stephen Penrod examine any retirement plan legislation passed by Congress this year, including potential legislation based on:

• The Securing a Strong Retirement Act of 2022 (Secure Act 2.0) as passed by the House on March 29
• The Retirement Improvement and Savings Enhancement to Supplement Healthy Investments for the Nest Egg (RISE & SHINE) Act as approved by the Health, Education, Labor and Pensions (HELP) Committee on June 14
• The Enhancing American Retirement Now (EARN) Act as approved by the Senate Finance Committee on June 22

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