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HR 2269 107th Congress House Labor and Employment Affiliated corporations Brokers Business records Commerce Conflict of interests Consumer education Employee benefit plans Excise tax Fees Finance and Financial Sector Financial institutions Financial services Government Operations and Politics Government paperwork Information disclosure (Securities law) Insurance companies Investment advisers Law Loans

Retirement Security Advice Act of 2001

Introduced: June 21, 2001 See on congress.gov
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This bill died when the 107th Congress ended
It never became law before the 107th Congress (2001–2002) adjourned, and bills don't carry over to the next Congress. It would have to be reintroduced. You can still save it for reference, but it won't receive updates.
 Everywhere this bill has been 26 steps
Introduced
In committee
Reported out
Passed House
Passed Senate
To President
Became law
Nov 16, 2001
Received in the Senate and Read twice and referred to the Committee on Finance.
Nov 15, 2001
Motion to reconsider laid on the table Agreed to without objection.
Nov 15, 2001
On passage Passed by recorded vote: 280 - 144 (Roll no. 442).
Nov 15, 2001
Considered as unfinished business. (consideration: CR H8213-8215)
Nov 15, 2001
The previous question was ordered pursuant to the rule.
Nov 15, 2001
DEBATE - The House proceeded with one hour of debate on the amendment offered by Mr. Andrews.
Nov 15, 2001
DEBATE - Pursuant to the provisions of H. Res. 288, the House proceeded with one hour and forty minutes of debate on H.R. 2269.
Nov 15, 2001
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.
Nov 15, 2001
Considered under the provisions of rule H. Res. 288. (consideration: CR H8190-8213; text of measure as reported in House: CR H8190-8193)
Nov 15, 2001
Rule H. Res. 288 passed House.
Nov 14, 2001
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.
Nov 13, 2001
Placed on the Union Calendar, Calendar No. 174.
Nov 13, 2001
Reported (Amended) by the Committee on Ways and Means. H. Rept. 107-262, Part II.
Nov 9, 2001
House Committee on Ways and Means Granted an extension for further consideration ending not later than Nov. 13, 2001.
Nov 7, 2001
Ordered to be Reported (Amended) by the Yeas and Nays: 25 - 15.
Nov 7, 2001
Committee Consideration and Mark-up Session Held.
Oct 31, 2001
House Committee on Ways and Means Granted an extension for further consideration ending not later than Nov. 9, 2001.
Oct 31, 2001
Reported (Amended) by the Committee on Education and the Workforce. H. Rept. 107-262, Part I.
Oct 3, 2001
Ordered to be Reported (Amended) by the Yeas and Nays: 29 - 17.
Oct 3, 2001
Committee Consideration and Mark-up Session Held.
Aug 2, 2001
Forwarded by Subcommittee to Full Committee by Voice Vote.
Aug 2, 2001
Subcommittee Consideration and Mark-up Session Held.
Jul 17, 2001
Subcommittee Hearings Held.
Jul 17, 2001
Referred to the Subcommittee on Employer-Employee Relations.
Jun 21, 2001
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.
Jun 21, 2001
Introduced in House
 Votes taken on this bill 1
DateChamberWhat was voted onResultYes–No
Nov 15, 2001 House · vote #442 On Passage Passed 280–144 See who voted →
 Amendments to this bill 2

Amendments propose changes to this bill. Members vote on amendments separately before the final bill vote. An agreed amendment becomes part of the bill; a failed amendment does not.

1 agreed to 1 failed

AmendmentSponsorPurposeStatusLatest action
HAMDT 387 — The amendment printed in part B of House Report 107-289. Failed Nov 15, 2001
HAMDT 386 — An amendment printed in House Report 107-289 and considered as adopted pursuant to H. Res. 288. Agreed to Nov 15, 2001
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 Plain-English summary Congressional Research Service
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.
What's happening now November 16, 2001

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

 Related & companion bills 2
  • HR 3762 Related bill Pension Security Act of 2002
  • HRES 288 Procedurally related Providing for consideration of the bill (H.R. 2269) to amend title I of the Employee Retirement Income Security Act of …
 Bill text 4 versions

Source documents hosted by congress.gov.

 Committees of jurisdiction 4
 Cosponsors 4
All 4 Democratic 1 Republican 3
R
Sessions, Pete
Texas · Oct 16, 2001
 R
Calvert, Ken
California · Oct 5, 2001
 R
Graham, Lindsey
South Carolina · Jul 30, 2001
 D
Smith, Adam
Washington · Jun 21, 2001
Cite this page click to expand
APA
U.S. Congress. (2026). H.R. 2269: Retirement Security Advice Act of 2001. 107th Congress. Open America. https://openamerica.io/bill/107-HR-2269/
MLA
"H.R. 2269: Retirement Security Advice Act of 2001." 107th Congress, 2026, Open America, https://openamerica.io/bill/107-HR-2269/.
Bluebook (legal)
H.R. 2269, 107th Cong. (2026), https://openamerica.io/bill/107-HR-2269/.
Markdown link
[H.R. 2269: Retirement Security Advice Act of 2001](https://openamerica.io/bill/107-HR-2269/)
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