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Buffet time: The OPTIONS Act

Buffet time: The OPTIONS Act

| April 29, 2026

One thing I will say about the National Association of Plan Advisors annual 401k conference, I never fail to learn something. I like to keep on top of the latest legislation proposals but the OPTIONS Act was one I had not heard about (h/t to Kelsey N.H. Mayo for calling my attention to it).

As I think I got it, the Act is fundamentally about reallocating existing tax-advantaged employer dollars, not creating entirely new ones.

The OPTIONS Act (Optimizing Participant Tax Incentives through Optional Noncash Selections) allows employees to choose how employer contributions are allocated across multiple tax-favored benefits, rather than defaulting primarily into a 401(k).

At its core, it creates a new framework often described as a “qualified benefit options plan.”


What Employees Could Choose

Under the proposal, employer contributions (still employer-funded, not employee deferrals) could be directed—at the employee’s election—into:

  • 401(k) or other retirement plan contributions

  • Health benefits (HSA or HRA)

  • Student loan repayment assistance

  • Potentially other tax-excludable benefits under the tax code

Critically:

  • Employees cannot take cash instead (this preserves tax-favored status).

  • The structure borrows heavily from cafeteria plan rules (nondiscrimination, etc.).

There is a certain logic to this as not all employees are at the same stage of life even if they are the same age. Much like the buffet in the photo, it is about choice. I recall one plan participant complaining vociferously about the employer profit sharing contribution being put in his 401k. He wanted the cash for his rather large credit card debt. No amount of explaining assuaged his anger.


What the Bill Is Actually Doing (Mechanically)

This is not a brand-new benefit category. It is:

A coordination and flexibility statute.

Specifically, it:

  • Codifies and expands prior IRS guidance allowing choice among tax-advantaged benefits

  • Treats the available employer contribution as if it were made to the 401(k) for testing purposes—even if the employee directs it elsewhere

  • Eliminates current rigidity where employer dollars are largely “siloed” into retirement


Policy Rationale

Lawmakers are responding to a real problem:

  • Younger workers → student debt

  • Mid-career → competing priorities

  • Older workers → healthcare costs

The bill explicitly acknowledges that retirement is not always the most immediate financial need, even if it is the most important long-term one.

Anytime legislation is proposed my thoughts drift towards the short-term fiscal impact but as I see it:

  • These dollars are already excluded from taxable income

  • Redirecting them across other tax-excludable benefits likely results in minimal near-term revenue change

In other words, this is mostly tax-neutral in the short run. I am particularly happy that the redirecting of the dollars does not impact 401k testing.


Long-Term Fiscal Impact (Where It Gets Interesting)

  1. Retirement deferral leakage risk: If dollars shift from 401(k) → HSA/student loans, you may see lower future taxable distributions. But also potentially less retirement readiness

  2. Acceleration vs. deferral of tax advantages: Is this going to be a case of stopping the immediate pain (ie, paying down student loans now) but sacrificing potential longer term growth?

  3. Behavioral economics matters more than tax policy: This bill effectively says: “Let participants optimize their own balance sheet”. The risk that is I see is that short-term rational decisions may undermine long-term outcomes


Fiduciary and Plan Sponsor Implications

As is wont my predilection, my initial thought was more flexibility is better.

Positives

  • Aligns benefits with real-world financial stressors

  • Could improve employee engagement and perceived value

  • Builds on momentum from SECURE 2.0 (student loan match concept)

Concerns

  1. Retirement system erosion: The 401(k) was designed as a forced discipline vehicle. This introduces optionality where discipline once existed

  2. Administrative complexity: I cannot even fathom how a payroll system would have to adapt to multi-benefit allocation elections. The tracking, testing, and communication burdens would increase meaningfully. One of my client plans switched payroll companies in January, during the switch, they forgot to include an employee who wanted to max out her 2026 contributions. It wasn't until I reviewed her account last week that it was caught. Account-level reviews at that detail are not something an advisor usually does. Imagine those kinds of mistakes spread across a company.

  3. Fiduciary ambiguity: If employer contributions are diverted away from retirement. are sponsors indirectly weakening participant outcomes? How does that square with fiduciary duty narratives? Can we say more lawsuits, anyone?


The Parting Glass

This is a well-intentioned but philosophically significant shift:

  • It moves the system from retirement-firstparticipant-choice-first

  • That is a meaningful policy change, not just a technical one

While there would be flexibility in benefit choice and, from my non-accounting POV, a limited short-term fiscal impact, I see longer-term impacts in the behavioral and fiscal arena. I also think this legislation introduces tension between flexibility and fiduciary discipline.

It will be interesting to see whether or not this piece of legislation makes it out of both houses and is signed into law.