Lets managers of employee stock ownership plans rely on expert valuations for company stock.
This bill would make it clearer how to set a price for certain private company stock in employee retirement plans. It would let plan managers rely on prices set by outside experts. These experts would need to follow specific IRS rules, and this would start right away if the bill becomes law.
Today, there isn't a clear definition of what counts as a fair price for certain private company stock held in employee retirement plans, causing uncertainty for plan managers. If this bill becomes law, managers of employee stock ownership plans would be able to rely on valuations from independent experts, as long as those experts follow specific IRS guidelines for valuing businesses.
HR 5169 · 119th Congress · September 8, 2025 · AI Summary by gemini-2.5-flash · 9/10
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3 filings mentioned this bill
Amounts reflect total quarterly lobbying spend reported to the Senate, not bill-specific spending. Source: Senate LDA filings.