HR 5169
Retire through Ownership Act
Jurisdiction
US Congress
Session
119th Congress (2025-2026)
Last updated at
Jun 13, 2026, 4:12 PM
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Sign in to take action- Introduced
- Passed House
- Passed Senate
- To President
- Became Law
Bill overview
This bill, the Retire through Ownership Act, clarifies how Employee Stock Ownership Plans (ESOPs) determine the value of their stock. Specifically, it allows the ESOP’s administrator to trust a valuation provided by an independent appraiser if the stock isn't publicly traded and the appraiser follows established guidelines. ESOPs are retirement plans where employees own shares of their company’s stock. The bill aims to provide more certainty in valuing these types of investments for retirement plans.
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