Giving Americans More Investment Opportunities
There’s good news from Washington. The House of Representatives recently passed the INVEST Act, a bill that will create new and meaningful opportunities for American investors. While there is positive momentum as the bill moves to the Senate, we need your help to push these policies over the finish line and get them signed into law.
The INVEST Act Will Broaden Economic Opportunities for Investors
The INVEST Act bundles many different smaller bills into one large package. Take a look at how some of the key provisions can help you better save for your retirement and other long-term financial goals:
Giving Nurses, Teachers, and Nonprofit Employees the Same Retirement Options as 401(k) Savers
Teachers, nonprofit employees, and health care professionals using 403(b) retirement plans are missing out on key investment opportunities that 401(k) and other retirement plan participants get to enjoy. As part of the INVEST Act, 403(b)s will be able to invest in Collective Investment Trusts (CITs), highly regulated, cost-efficient pooled investment funds designed for retirement plans.
By letting 403(b) plan participants benefit from the same investment products offered in 401(k)s and other retirement plans, we’re ensuring equal access to professionally managed investment opportunities among retirement savers.
Modernizing Financial Document Delivery
It’s 2026, and the default method for delivering financial documents is through the mail. The INVEST Act includes a provision that will make the electronic delivery—or e-delivery—of financial documents the default, with paper still being available at no additional cost.
Why is e-delivery a better option for you? It’s more secure, timely, convenient, and less wasteful. It’s time to get with modern times and send financial documents online.
Expanding Investor Access to Private Markets
In line with President Trump’s executive order calling for increased access to private markets, the INVEST Act brings new opportunities for investors to save through this exciting and growing investment stream. Individual investors get exposure to private markets through closed-end funds, which are SEC-registered funds that offer strong fiduciary oversight and institutional diligence. This will help you benefit from the growth and diversification of private markets in a responsible, secure manner.
The Bottom Line
The INVEST Act is good for you and other retirement savers trying to secure their financial futures.
By expanding access to private markets and a wider range of investment products while preserving important investor protections—and ensuring more Americans can participate in the growth and success of the next generation of US companies—this bill could be a game changer for investors.
Make Your Voice Heard
Now it’s time for the Senate to act. Help us keep the momentum going: send a letter to your Senator urging them to support the INVEST Act. By passing the INVEST Act, the Senate will be giving Americans more robust investment opportunities and a more secure retirement.
