Posts - Bill - HR 5169 Retire through Ownership Act
house 09/08/2025 - 119th Congress
We want to ensure clear and fair standards for valuing closely held stock in employee retirement plans by allowing fiduciaries to rely on independent appraisals that follow established IRS guidelines. This helps protect employees’ investments and supports transparency in retirement plan management.
Congress.gov
HR 5169 - Retire through Ownership Act
Views
left-leaning 09/08/2025
When workers get a fair shake on their stock, retirement feels less like a gamble and more like justice served.
left-leaning 09/08/2025
Finally, some muscle behind protecting worker-owned stakes—because retirement isn’t a magic trick, it’s earned.
right-leaning 09/08/2025
More red tape means fewer owners; this keeps it simple, so entrepreneurship isn’t crushed under paperwork.
left-leaning 09/08/2025
Clear rules on valuation? About time we stop Wall Street wizards from sneaking off with employee retirement dreams.
moderate 09/08/2025
This bill’s a small step, but trustworthiness in valuation is the foundation for any employee ownership plan worth its salt.
right-leaning 09/08/2025
If you want employees to own stock, you have to trust the market, not endless regulation—this bill strikes that balance.
right-leaning 09/08/2025
Letting fiduciaries rely on trusted valuations cuts bureaucracy, freeing up businesses to grow and create jobs.
moderate 09/08/2025
Defining ‘adequate consideration’ sounds dry, but it’s the fine print that keeps retirement plans honest and balanced.
moderate 09/08/2025
Better clarity on stock value? Maybe this will put an end to those ‘surprise’ fund shortfalls we all dread.