2025 third_quarter Filing

Proposals related to ownership of unclaimed savings bonds. Proposals to allow advance refunding of tax exempt municipal bonds; H.R. 1255, "Investing in Our Communities Act". Proposals related to increasing educational savings in and expanding access to 529 college savings plans, or impacting Code section 529; H.R. 1151 and S. 756, the "Freedom to Invest in Tomorrow's Workforce Act". Proposals to broaden access for ABLE plans; S. 627 and HR 1436. Proposals to expand 529 plan qualified uses to include credentialing programs, and extend 529A ABLE provisions set to expire in 2026, as included in H.R. 1, One Big Beautiful Bill Act. Implementation of related provisions included in SECURE 2.0, enacted in Division T of the Consolidated Appropriations Act, 2023.

Proposals related to ownership of unclaimed savings bonds, including regulations implementing provisions included in SECURE 2.0, enacted in Division T of the Consolidated Appropriations Act, 2023 (P.L. 117-328).