Ask AI
H.R. 2988

Protecting Prudent Investment of Retirement Savings Act

Protecting Prudent Investment of Retirement Savings Act

This bill modifies the requirements for fiduciaries of employer-sponsored retirement plans.

First, the bill generally requires a plan fiduciary to make investment decisions based solely on pecuniary factors (i.e., factors that a fiduciary prudently determines are expected to have a material effect on the risk or return of an investment based on appropriate investment horizons consistent with the plan's policies and objectives).

The bill allows nonpecuniary factors to be considered in certain situations, such as when selecting investment options for certain participant-directed retirement plans or if the fiduciary is unable to distinguish between investment alternatives on the basis of pecuniary factors alone.

The bill also prohibits a plan fiduciary from discriminating when selecting, monitoring, and retaining any fiduciary, counsel, employee, or service provider of the plan.

The bill requires a plan fiduciary to act solely and prudently in accordance with the interests of the plan's participants and beneficiaries when exercising a shareholder right (e.g., voting of proxies). However, the fiduciary duty to manage shareholder rights does not require the voting of every proxy or the exercise of every shareholder right.

Finally, the bill requires a plan fiduciary to provide specified notices with respect to a pension plan that provides a participant or beneficiary the opportunity to select from designated investment alternatives.

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

Rep. Allen, Rick W. [R-GA-12](R-GA)Sponsor
2committees21actions2amendments4related bills4subjects
  1. IntroReferral

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

    Health, Education, Labor, and Pensions Committee
  2. FloorH38310

    Motion to reconsider laid on the table Agreed to without objection.

  3. FloorH37100

    On passage Passed by the Yeas and Nays: 213 - 205 (Roll no. 31).

  4. Floor8000

    Passed/agreed to in House: On passage Passed by the Yeas and Nays: 213 - 205 (Roll no. 31).

  5. FloorH36210

    On motion to recommit Failed by the Yeas and Nays: 206 - 210 (Roll no. 30).

    Education and Workforce Committee
  6. FloorH8A000

    The previous question on the motion to recommit was ordered pursuant to clause 2(b) of rule XIX.

  7. FloorH36200

    Ms. Kaptur moved to recommit to the Committee on Education and Workforce. (text: CR H905)

    Education and Workforce Committee
  8. FloorH35000

    The previous question was ordered on the amendment and the bill pursuant to the rule.

  9. FloorH8D000

    DEBATE - Pursuant to the provisions of H. Res. 988, the House proceeded with 10 minutes of debate on the Huizenga amendment No. 1.

  10. FloorH8D000

    DEBATE - The House proceeded with one hour of debate on H.R. 2988.

  11. FloorH8D000

    Rule provides for consideration of H.R. 2988, H.R. 2262, H.R. 2270, H.R. 2312 and H.R. 4366. The resolution provides for consideration of H.R. 2988 under a structured rule, and H.R. 2262, H.R. 2270, H.R. 2312, and H.R. 4366 under a closed rule. The rule provides for one hour of general debate and one motion to recommit on each bill.

  12. FloorH30000

    Considered under the provisions of rule H. Res. 988. (consideration: CR H897-907; text of amendment in the nature of a substitute: CR H897-899)

  13. FloorH1L210

    Rules Committee Resolution H. Res. 988 Reported to House. Rule provides for consideration of H.R. 2988, H.R. 2262, H.R. 2270, H.R. 2312 and H.R. 4366. The resolution provides for consideration of H.R. 2988 under a structured rule, and H.R. 2262, H.R. 2270, H.R. 2312, and H.R. 4366 under a closed rule. The rule provides for one hour of general debate and one motion to recommit on each bill.

  14. CalendarsH12410

    Placed on the Union Calendar, Calendar No. 367.

  15. CommitteeH12200

    Reported (Amended) by the Committee on Education and Workforce. H. Rept. 119-421.

    Education and Workforce Committee
  16. Committee5000

    Reported (Amended) by the Committee on Education and Workforce. H. Rept. 119-421.

    Education and Workforce Committee
  17. CommitteeH19000

    Ordered to be Reported (Amended) by the Yeas and Nays: 21 - 15.

    Education and Workforce Committee
  18. CommitteeH15001

    Committee Consideration and Mark-up Session Held

    Education and Workforce Committee
  19. IntroReferralH11100

    Referred to the House Committee on Education and Workforce.

    Education and Workforce Committee
  20. IntroReferralIntro-H

    Introduced in House

  21. IntroReferral1000

    Introduced in House

Protecting Prudent Investment of Retirement Savings Act — Informed