[Congressional Bills 117th Congress]
[From the U.S. Government Publishing Office]
[H.R. 9515 Introduced in House (IH)]
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117th CONGRESS
2d Session
H. R. 9515
To amend the Employee Retirement Income Security Act of 1974.
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IN THE HOUSE OF REPRESENTATIVES
December 13, 2022
Mr. Morelle introduced the following bill; which was referred to the
Committee on Education and Labor
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A BILL
To amend the Employee Retirement Income Security Act of 1974.
Be it enacted by the Senate and House of Representatives of the
United States of America in Congress assembled,
SECTION 1. SHORT TITLE.
This Act may be cited as the ``General Accounts Product
Clarifications Act''.
SEC. 2. APPLICATION OF ERISA TO INSURANCE COMPANY GENERAL ACCOUNTS AND
GENERAL ACCOUNT CONTRACTS.
(a) Section 3(21) of the Employee Retirement Income Security Act of
1974 (29 U.S.C. 1002(21)) is amended--
(1) in subparagraph (A), by striking ``subparagraph (B)''
and inserting ``subparagraphs (B) and (C)''; and
(2) by adding the following new subparagraph (C):
``(C) If any money or other property of an employee
benefit plan is contributed to a general account policy
(as defined in section 401(b)(2)(B)) offered by an
insurer, such contribution shall not by itself cause
such insurer to be deemed to be a fiduciary or a party
in interest as those terms are defined in this title,
except insofar as such insurer acts in connection with
an employee benefit plan covering employees of the
insurer. Nothing contained in this subparagraph shall
limit the duties imposed on such insurer by any other
law.''.
(b) Section 401 of the Employee Retirement Income Security Act of
1974 (29 U.S.C. 1101) is amended--
(1) by amending subsection (b)(2) to read as follows:
``(2) In the case of a plan which contributes to a general
account policy offered by an insurer, the assets of such plan
shall be deemed to include the insurance promises and
guarantees granted to the plan under such policy, subject to
any reserved rights of the insurer, but shall not be deemed to
include the general account policy, any contractual rights
reserved to the insurer under such policy, or any other assets
of the insurer. For purposes of this paragraph:
``(A) The term `insurer' means an insurance
company, insurance service, or insurance organization,
qualified to do business in a State.
``(B) The term `general account policy' means an
insurance policy or contract offered by an insurer to
the extent that such policy or contract allocates
amounts to the insurer's general account, including any
surplus in a separate account but excluding any other
portion of a separate account.''; and
(2) by striking subsection (c).
(c) Effective Date.--The amendments made by this section shall be
given retroactive effect and shall apply effective as of the date that
is six years prior to the date of enactment.
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