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S. 4087

INFORM Act

Information Needed for Financial Options Risk Mitigation or the INFORM Act

This bill requires pension plan sponsors to provide certain information to participants and beneficiaries when the sponsor makes an offer to pay the plan's lifetime annuity as a lump sum. This includes the relative value of the lump sum option compared to the single life annuity and the qualified joint and survivor annuity, as well as the general tax rules for accepting such lump sum.

Read twice and referred to the Committee on Health, Education, Labor, and Pensions.

Sen. Murray, Patty [D-WA](D-WA)Sponsor
3 cosponsors2 D1 R
3cosponsors1committees2actions1related bills
  1. IntroReferral

    Read twice and referred to the Committee on Health, Education, Labor, and Pensions.

    Health, Education, Labor, and Pensions Committee
  2. IntroReferral10000

    Introduced in Senate

INFORM Act — Informed