Wisconsin 2023-2024 Regular Session

Wisconsin Senate Bill SB122

Introduced
3/8/23  
Refer
3/8/23  
Report Pass
3/30/23  
Refer
6/7/23  
Engrossed
6/7/23  
Refer
10/19/23  

Caption

Requiring the Department of Financial Institutions to implement a section 529A ABLE savings account program and granting rule-making authority. (FE)

Impact

The introduction of SB122 is expected to significantly enhance financial planning options for individuals with disabilities by allowing them more control over savings without jeopardizing other benefits they may receive. The program aims to help beneficiaries save for various expenses related to their disability, which could positively impact their quality of life. By providing a state-run mechanism for these accounts, the bill aims to keep residents' funds within Wisconsin, thus fostering local economic activity and support.

Summary

Senate Bill 122 mandates the Department of Financial Institutions (DFI) to implement an ABLE (Achieving a Better Life Experience) savings account program in accordance with federal law, specifically section 529A of the Internal Revenue Code. This program allows individuals with disabilities to establish tax-exempt savings accounts to cover qualified expenses such as education, housing, and transportation. Until now, while these accounts could be opened in other states, Wisconsin residents have lacked a state-sanctioned ABLE program, limiting their ability to benefit from associated tax advantages.

Contention

During discussions surrounding SB122, certain concerns were raised regarding the administration and implementation of the ABLE program, especially in ensuring that it is accessible to all eligible individuals. Critics voiced the importance of monitoring how effectively DFI would manage the program and whether adequate resources would be allocated to promote awareness and understanding among potential beneficiaries. Additionally, some stakeholders emphasized the need for transparency relating to the performance and cost-effectiveness of the program, ensuring that the financial institutions involved are capable of delivering services tailored to the unique needs of people with disabilities.

Companion Bills

No companion bills found.

Previously Filed As

WI SB753

Funding for the department of financial institutions from the college savings program trust fund and making an appropriation. (FE)

WI AB761

Funding for the department of financial institutions from the college savings program trust fund and making an appropriation. (FE)

WI SB322

A Department of Children and Families program to make payments to child care programs, granting rule-making authority, and making an appropriation. (FE)

WI AB317

A Department of Children and Families program to make payments to child care programs, granting rule-making authority, and making an appropriation. (FE)

WI HB749

Authorizes the Louisiana Tuition Trust Authority to contract with a program manager for the administration of certain savings accounts (ABLE, START, and START K12 programs) and the investment of account funds (EN +$4,000,000 GF EX See Note)

WI HB3500

ABLE ACCOUNT PROGRAM INFO

WI SB256

Delivery network couriers and transportation network drivers, Department of Financial Institutions’ approval to offer portable benefit accounts, providing for insurance coverage, modifying administrative rules related to accident and sickness insurance, and granting rule-making authority. (FE)

WI AB269

Delivery network couriers and transportation network drivers, Department of Financial Institutions’ approval to offer portable benefit accounts, providing for insurance coverage, modifying administrative rules related to accident and sickness insurance, and granting rule-making authority. (FE)

WI AB493

Authorizing community solar programs and granting rule-making authority. (FE)

WI AB867

On-bill financing of energy improvements and granting rule-making authority. (FE)

Similar Bills

No similar bills found.