House File 569 - Reprinted HOUSE FILE 569 BY COMMITTEE ON STATE GOVERNMENT (SUCCESSOR TO HSB 115) (As Amended and Passed by the House March 28, 2017 ) A BILL FOR An Act concerning authorized investment vehicles in a 1 tax-sheltered investment program established by the 2 department of administrative services. 3 BE IT ENACTED BY THE GENERAL ASSEMBLY OF THE STATE OF IOWA: 4 HF 569 (4) 87 ec/sc/rj/md
H.F. 569 Section 1. Section 8A.438, subsection 1, Code 2017, is 1 amended to read as follows: 2 1. The director may establish a tax-sheltered investment 3 program for eligible employees. The director may arrange 4 for the provision of investment vehicles authorized under 5 section 403(b) of the Internal Revenue Code, as defined in 6 section 422.3. The tax-sheltered investment program shall 7 include investment vehicles authorized under section 403(b) of 8 the Internal Revenue Code provided by any insurance company 9 or investment company that is recommended for inclusion in 10 the program by a person licensed as an insurance producer 11 under chapter 522B, or registered as a securities agent 12 or investment adviser representative under chapter 502, by 13 the insurance division of the department of commerce. The 14 director shall require each insurance company and investment 15 company included in the program to utilize the third party 16 administrator selected by the department and a common remitter, 17 and shall limit the total number of insurance companies and 18 investment companies in the program to no more than thirty. To 19 be eligible for inclusion in the program, an insurance company 20 shall have filed with, and had the company’s contract and 21 forms approved by, the insurance division of the department of 22 commerce, and an investment company shall be registered with 23 the federal securities and exchange commission. The department 24 may offer the tax-sheltered investment program to eligible 25 public employers in the state of Iowa. 26 -1- HF 569 (4) 87 ec/sc/rj/md 1/ 1