- Access to Lifetime Income Investment/Distribution Options on Retirement Plan Menus - Access to Workplace Retirement Plans o Automatic IRA Act of 2025 (H.R. 6722) - Retirement Income Education - Providing parity for investment options in 403(b) plans o Retirement Fairness for Charities and Educational Institutions Act (H.R.1013, S. 424); o INVEST Act of 2025 (H.R. 3383) - Helping Young Americans Save for Retirement Act (H.R. 4718, S. 1707) - Auto Reenroll Act (S. 1831, H.R. 6729) - Independent Retirement Fairness Act (S. 2217) - Retirement Simplification and Clarity Act of 2025 (H.R. 6324, S. 5156) - Retirement Investment in Small Employers (RISE) Act (S. 1840, H.R. 8837) - Lowering Costs for Caregivers Act. (S. 1565, H.R. 138)
Closed End Funds o Increasing Investor Opportunities Act; INVEST Act of 2025 (H.R. 3383) Providing parity for investment options in 403(b) plans o Retirement Fairness for Charities and Educational Institutions Act (H.R. 1013, S. 424); INVEST Act of 2025 (H.R. 3383)