Georgia 2023-2024 Regular Session

Georgia House Bill HB481

Introduced
2/16/23  
Report Pass
2/21/24  
Introduced
2/16/23  
Engrossed
2/26/24  
Report Pass
2/21/24  
Refer
2/27/24  
Engrossed
2/26/24  
Report Pass
3/8/24  
Refer
2/27/24  
Enrolled
4/1/24  
Report Pass
3/8/24  
Chaptered
5/6/24  
Enrolled
4/1/24  
Chaptered
5/6/24  

Caption

Public Retirement Systems Investment Authority Law; provide for a fiduciary duty

Impact

The enactment of HB 481 will bring significant changes to the governance of retirement systems in Georgia. By codifying fiduciary responsibilities, the bill requires stricter compliance from retirement system administrators, emphasizing financial performance and accountability. This could lead to a more conservative approach to investment strategies, prioritizing the financial growth of retirement funds while minimizing risks associated with non-financial objectives. Additionally, the bill mandates that all retirement systems must comply with the new fiduciary standard by November 1, 2024, necessitating updates to their existing policies and governance structures.

Summary

House Bill 481 amends the Public Retirement Systems Investment Authority Law in Georgia to establish a clear fiduciary duty for those managing retirement system assets. The bill emphasizes that fiduciaries must act solely in the financial interests of the retirement plan participants and their beneficiaries, ensuring that investments are managed with prudence and care. This legislation aims to protect the participants' benefits and mandates that fiduciaries avoid sacrificing returns for nonpecuniary interests, such as political or social goals.

Sentiment

Overall, the sentiment towards HB 481 appears to be largely positive among supporters who view the bill as a necessary safeguard for retired citizens' pensions and benefits. Advocates, including various lawmakers and retirement advocates, believe that the fiduciary standard will enhance trust in the administration of retirement funds and improve financial outcomes for beneficiaries. However, there may be concerns among those wary of potential investment restrictions or a shift away from socially responsible investing practices.

Contention

Notable points of contention surrounding HB 481 could arise over the balance between strictly financial fiduciary duties and the desire for socially responsible investment approaches. Critics may argue that focusing exclusively on financial interests could prevent retirement systems from pursuing investments that align with broader social values or community interests. The challenge will be finding a middle ground that satisfies both the need for fiduciary compliance and the desire for ethical considerations in investment decisions.

Companion Bills

No companion bills found.

Previously Filed As

GA SB436

Modifies provisions relating to fiduciary duties for investments of public employee retirement systems

GA SB1592

ASRS; investments; fiduciaries; duties; limitations

GA SB389

Modifies provisions relating to fiduciary duties for investments of public employee retirement systems

GA SB1113

Modifies provisions relating to fiduciary duties for investments of public employee retirement systems

GA SB266

Retirement and Pensions; fiduciary duty to invest retirement assets solely in the financial interests of participants and their beneficiaries; provide

GA SB5

Requires fiduciaries for public retirement systems to make investment decisions based solely on financial factors. (8/1/24) (OR SEE ACTUARIAL NOTE APV)

GA HB742

AN ACT relating to the fiduciary duties owed to the state-administered retirement systems.

GA SB183

AN ACT relating to the fiduciary duties owed to the state-administered retirement systems.

GA HB236

AN ACT relating to the fiduciary duties owed to the state-administered retirement systems.

GA SB166

AN ACT relating to the fiduciary duties owed to the state-administered retirement systems.

Similar Bills

No similar bills found.