HB4225

Retirement Freedom Act; investment options; participants; independent control; individual accounts; effective date.

Introduced·2/2/26
Int Text

Oklahoma HB4225 allows retirement plan participants to control their individual account investments independently.

Oklahoma HB4225 amends the state's retirement system to give participants the option to exercise independent control over their individual account investments. This includes the ability to invest in assets outside of the plan. The bill specifies that the Board of Trustees will contract with business entities to manage the new defined contribution system, with a process similar to other service providers. The changes will take effect on November 1, 2026.

Included in complete analysis

  • Overview
  • Core Provisions
  • Implementation
  • Impact
  • Legal Framework
  • Critical Issues

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Where it stands

Current
Rules Committee
Next
Committee decision

Sponsors

0
1
R
Democratic CaucusRepublican Caucus

Calendar

Feb 17

3:00 PM

House Banking, Financial Services and Pensions Hearing

Feb 10

2:00 PM

House Banking, Financial Services and Pensions Hearing

History

Feb 16

House

Withdrawn from Banking, Financial Services and Pensions Committee

Feb 16

House

Withdrawn from Government Oversight Committee

Feb 16

House

Referred to Rules