HR. 5169Introduced
Retire through Ownership Act
Allows ESOP fiduciaries to use qualified independent valuations for nonpublicly traded employer stock when determining fair market value under specified appraisal methods
Plain-English overview
What this bill does
Allows ESOP fiduciaries to use qualified independent valuations for nonpublicly traded employer stock when determining fair market value under specified appraisal methods
Key points
- Require IRS ruling methodology
- Allow independent stock valuations
Current status
Where it stands
Status
Introduced
Latest action
2026-01-14 — Placed on the Union Calendar, Calendar No. 383.
Related context
Topics and policy areas
undefinedEmployee benefits and pensionsFinancial services and investmentsLabor and EmploymentSecurities