US. Senate democrats Call for End to Retirement Plan Discrimination Against Same-Sex Couples

A group of 45 Senate Democrats are urging the Treasury and the Internal Revenue Service to revise old guidance that permits retirement plans to discriminate against same-sex couples.

Yesterday, U.S. Senator Patty Murray (D-WA), Chair of the Senate Health, Education, Labor, and Pensions (HELP) Committee, Senator Ron Wyden (D-OR), Chair of the Senate Finance Committee, and 43 of their Senate Democratic colleagues sent a letter to Secretary of the Treasury Janet Yellen and Commissioner of the Internal Revenue Service Charles Rettig calling for the Biden Administration to revise current guidance that has led to members of the LGBTQIA+ community being denied pension survivor benefits after losing their life partner.

The letter calls for action to address the fact that some retirement plans are refusing to deem same-sex marriages as having met the one-year requirement necessary to be eligible for survivor benefits in situations where the couples were legally barred from marrying within one-year of the participant’s death. The Social Security Administration recently took action to stop such obstacles from denying people survivor benefits through Social Security, and the Senators urged the IRS to take similar action to ensure individuals aren’t denied pension survivor benefits due to discrimination.

“We write to urge you to reconsider the guidance issued under the Obama Administration that permits certain qualified retirement plans to discriminate against providing survivor benefits to same-sex couples. We should not let the echoes of the bigotry that robbed so many people of the right to marry for so long rob them once again after they have lost their loved ones,” wrote the Senators.

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