Fabio
146 lines
12 KiB
Markdown
146 lines
12 KiB
Markdown
---
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type: "Bill"
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title: "PEN CD-OUTSIDE SOLICITATION"
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description: "Amends the State Universities and Downstate Teacher Articles of the Illinois Pension Code. Provides that in administering the optional deferred compensation plan, the System shall require that the deferred compensation plan recordkeeper agree that, in performing services with respect to the deferred compensation plan, the recordkeeper: (i) will not use information received as a result of providing services with respect to the deferred compensation plan or the participants in the deferred compensation plan to solicit the participants in the deferred compensation plan for the purpose of cross-selling nonplan products and services, unless in response to a request by a participant in the deferred compensation plan; and (ii) will not promote, recommend, endorse, or solicit participants in the deferred compensation plan to purchase any financial products or services outside of the deferred compensation plan. Adds similar provisions with regard to the deferred compensation plan and local government deferred compensation plans under the Deferred Compensation Article. Amends the University Employees Custodial Accounts Act. Provides that in administering a defined contribution plan to provide retirement benefits, the governing board of any public institution of higher education shall require that the plan recordkeeper agree that, in performing services with respect to the plan, the recordkeeper: (i) will not use information received as a result of providing services with respect to the plan or the plan's participants to solicit the plan's participants for the purpose of cross-selling nonplan products and services, unless in response to a request by a participant in the plan; and (ii) will not promote, recommend, endorse, or solicit participants in the plan to purchase any financial products or services outside of the plan."
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jurisdiction: "us/states/il"
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legislature: "Illinois General Assembly"
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session: "103rd"
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identifier: "SB 1646"
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citation: "Illinois SB 1646 (103rd)"
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classification: ["bill"]
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subjects: []
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status: "enacted"
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primary_sponsors: ["Robert F. Martwick", "Stephanie A. Kifowit"]
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version_count: 8
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action_count: 68
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vote_count: 10
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first_action: "2023-02-08"
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last_action: "2023-08-11"
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source: "openstates"
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source_identifier: "ocd-bill/c9956248-3c15-492d-b302-18706c70f2ef"
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source_url: "https://beta.ilga.gov/Legislation/BillStatus?DocNum=1646&GAID=17&DocTypeID=SB&LegId=146421&SessionID=112"
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source_hash: "b16b93c156fd5db7c0e3fd2d9fd76d6db417edad30038e483a06259d386b3640"
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vintage: "2026-07-01"
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source_snapshot: "https://data.openstates.org/daily/2026-07-01/public.pgdump"
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retrieved_at: "2026-07-06"
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confidence: "reported"
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tags: ["legislation", "bill", "us-il"]
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---
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# Illinois SB 1646 (103rd) — PEN CD-OUTSIDE SOLICITATION
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Amends the State Universities and Downstate Teacher Articles of the Illinois Pension Code. Provides that in administering the optional deferred compensation plan, the System shall require that the deferred compensation plan recordkeeper agree that, in performing services with respect to the deferred compensation plan, the recordkeeper: (i) will not use information received as a result of providing services with respect to the deferred compensation plan or the participants in the deferred compensation plan to solicit the participants in the deferred compensation plan for the purpose of cross-selling nonplan products and services, unless in response to a request by a participant in the deferred compensation plan; and (ii) will not promote, recommend, endorse, or solicit participants in the deferred compensation plan to purchase any financial products or services outside of the deferred compensation plan. Adds similar provisions with regard to the deferred compensation plan and local government deferred compensation plans under the Deferred Compensation Article. Amends the University Employees Custodial Accounts Act. Provides that in administering a defined contribution plan to provide retirement benefits, the governing board of any public institution of higher education shall require that the plan recordkeeper agree that, in performing services with respect to the plan, the recordkeeper: (i) will not use information received as a result of providing services with respect to the plan or the plan's participants to solicit the plan's participants for the purpose of cross-selling nonplan products and services, unless in response to a request by a participant in the plan; and (ii) will not promote, recommend, endorse, or solicit participants in the plan to purchase any financial products or services outside of the plan.
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## Version chain
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The bill's text revisions, in order — the diff chain from filing to enrollment.
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1. **Introduced** (filed) — [source](https://beta.ilga.gov/documents/legislation/103/SB/PDF/10300SB1646.pdf)
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2. **Engrossed** (committee substitute) — [source](https://beta.ilga.gov/documents/legislation/103/SB/PDF/10300SB1646eng.pdf)
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3. **House Amendment 001** (committee substitute) — [source](https://beta.ilga.gov/documents/legislation/103/SB/PDF/10300SB1646ham001.pdf)
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4. **Senate Amendment 001** (committee substitute) — [source](https://beta.ilga.gov/documents/legislation/103/SB/PDF/10300SB1646sam001.pdf)
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5. **Senate Amendment 002** (committee substitute) — [source](https://beta.ilga.gov/documents/legislation/103/SB/PDF/10300SB1646sam002.pdf)
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6. **Senate Amendment 003** (committee substitute) — [source](https://beta.ilga.gov/documents/legislation/103/SB/PDF/10300SB1646sam003.pdf)
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7. **Senate Amendment 004** (committee substitute) — [source](https://beta.ilga.gov/documents/legislation/103/SB/PDF/10300SB1646sam004.pdf)
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8. **Enrolled** (enrolled) — [source](https://beta.ilga.gov/documents/legislation/103/SB/PDF/10300SB1646enr.pdf)
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## Votes
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- Concurrence, Amendment 1 — **57–0** (pass) · lower
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- Special Committee on Pensions, Amendment 1 — **11–0** (pass) · lower
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- Third Reading — **55–0** (pass) · lower
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- Special Committee on Pensions, Amendment 2 — **11–0** (pass) · lower
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- Special Committee on Pensions, Amendment 3 — **11–0** (pass) · lower
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- Personnel & Pensions, Amendment 1 — **6–3** (pass) · lower
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- Special Committee on Pensions — **10–0** (pass) · lower
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- Special Committee on Pensions — **10–0** (pass) · lower
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- Personnel & Pensions — **6–3** (pass) · lower
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- Third Reading — **78–32** (pass) · lower
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## Sponsors
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- Robert F. Martwick — primary (person)
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- Stephanie A. Kifowit — primary (person)
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- Camille Y. Lilly — cosponsor (person)
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- Eva-Dina Delgado — cosponsor (person)
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- Lakesia Collins — cosponsor (person)
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- Neil Anderson — cosponsor (person)
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## Timeline
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The legislative action history — every referral, reading, and vote.
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- **2023-02-08** Filed with Secretary by Sen. Robert F. Martwick `filing`
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- **2023-02-08** First Reading `reading-1`
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- **2023-02-08** Referred to Assignments
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- **2023-02-14** Assigned to Senate Special Committee on Pensions `referral-committee`
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- **2023-02-22** Postponed - Senate Special Committee on Pensions
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- **2023-03-02** Senate Committee Amendment No. 1 Filed with Secretary by Sen. Robert F. Martwick `amendment-introduction`
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- **2023-03-02** Senate Committee Amendment No. 1 Referred to Assignments
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- **2023-03-07** Senate Committee Amendment No. 1 Assignments Refers to Senate Special Committee on Pensions
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- **2023-03-09** Senate Committee Amendment No. 1 Adopted; Senate Special Committee on Pensions `amendment-passage`
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- **2023-03-10** Do Pass as Amended Senate Special Committee on Pensions; 010-000-000
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- **2023-03-10** Placed on Calendar Order of 2nd Reading March 21, 2023 `reading-2`
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- **2023-03-24** Senate Floor Amendment No. 2 Filed with Secretary by Sen. Robert F. Martwick `amendment-introduction`
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- **2023-03-24** Senate Floor Amendment No. 2 Referred to Assignments
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- **2023-03-28** Senate Floor Amendment No. 3 Filed with Secretary by Sen. Robert F. Martwick `amendment-introduction`
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- **2023-03-28** Senate Floor Amendment No. 3 Referred to Assignments
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- **2023-03-28** Second Reading `reading-2`
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- **2023-03-28** Placed on Calendar Order of 3rd Reading March 29, 2023
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- **2023-03-28** Senate Floor Amendment No. 2 Assignments Refers to Senate Special Committee on Pensions
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- **2023-03-28** Senate Floor Amendment No. 3 Assignments Refers to Senate Special Committee on Pensions
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- **2023-03-29** Senate Floor Amendment No. 4 Filed with Secretary by Sen. Robert F. Martwick `amendment-introduction`
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- **2023-03-29** Senate Floor Amendment No. 4 Referred to Assignments
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- **2023-03-29** Senate Floor Amendment No. 4 Assignments Refers to Senate Special Committee on Pensions
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- **2023-03-29** Added as Chief Co-Sponsor Sen. Neil Anderson
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- **2023-03-30** Senate Floor Amendment No. 2 Recommend Do Adopt Senate Special Committee on Pensions; 011-000-000
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- **2023-03-30** Senate Floor Amendment No. 3 Recommend Do Adopt Senate Special Committee on Pensions; 011-000-000
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- **2023-03-30** Senate Floor Amendment No. 4 Postponed - Senate Special Committee on Pensions
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- **2023-03-30** Recalled to Second Reading `reading-2`
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- **2023-03-30** Senate Floor Amendment No. 2 Adopted; Martwick `amendment-passage`
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- **2023-03-30** Senate Floor Amendment No. 3 Adopted; Martwick `amendment-passage`
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- **2023-03-30** Placed on Calendar Order of 3rd Reading
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- **2023-03-30** Third Reading - Passed; 055-000-000 `passage, reading-3`
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- **2023-03-30** Senate Floor Amendment No. 4 Tabled Pursuant to Rule 5-4(a) `amendment-failure`
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- **2023-03-31** Arrived in House `introduction`
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- **2023-03-31** Chief House Sponsor Rep. Stephanie A. Kifowit
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- **2023-04-11** First Reading `reading-1`
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- **2023-04-11** Referred to Rules Committee
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- **2023-04-18** Assigned to Personnel & Pensions Committee `referral-committee`
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- **2023-04-27** Do Pass / Short Debate Personnel & Pensions Committee; 006-003-000
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- **2023-04-27** Placed on Calendar 2nd Reading - Short Debate `reading-2`
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- **2023-04-28** Added Alternate Chief Co-Sponsor Rep. Lakesia Collins
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- **2023-05-01** Added Alternate Chief Co-Sponsor Rep. Eva-Dina Delgado
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- **2023-05-01** Alternate Chief Co-Sponsor Removed Rep. Eva-Dina Delgado
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- **2023-05-01** Added Alternate Co-Sponsor Rep. Eva-Dina Delgado
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- **2023-05-01** Added Alternate Co-Sponsor Rep. Camille Y. Lilly
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- **2023-05-02** Second Reading - Short Debate `reading-2`
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- **2023-05-02** Placed on Calendar Order of 3rd Reading - Short Debate
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- **2023-05-03** House Floor Amendment No. 1 Filed with Clerk by Rep. Stephanie A. Kifowit `amendment-introduction`
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- **2023-05-03** House Floor Amendment No. 1 Referred to Rules Committee
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- **2023-05-08** House Floor Amendment No. 1 Rules Refers to Personnel & Pensions Committee
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- **2023-05-11** House Floor Amendment No. 1 Recommends Be Adopted Personnel & Pensions Committee; 006-003-000 `committee-passage-favorable`
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- **2023-05-12** Recalled to Second Reading - Short Debate `reading-2`
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- **2023-05-12** House Floor Amendment No. 1 Adopted `amendment-passage`
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- **2023-05-12** Placed on Calendar Order of 3rd Reading - Short Debate
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- **2023-05-12** Third Reading - Short Debate - Passed 078-032-001 `passage, reading-3`
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- **2023-05-15** Secretary's Desk - Concurrence House Amendment(s) 1
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- **2023-05-15** Placed on Calendar Order of Concurrence House Amendment(s) 1 - May 16, 2023
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- **2023-05-16** House Floor Amendment No. 1 Motion to Concur Filed with Secretary Sen. Robert F. Martwick `filing`
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- **2023-05-16** House Floor Amendment No. 1 Motion to Concur Referred to Assignments
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- **2023-05-16** House Floor Amendment No. 1 Motion to Concur Assignments Referred to Senate Special Committee on Pensions
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- **2023-05-18** House Floor Amendment No. 1 Motion To Concur Recommended Do Adopt Senate Special Committee on Pensions; 011-000-000
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- **2023-05-19** House Floor Amendment No. 1 Senate Concurs 057-000-000
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- **2023-05-19** House Floor Amendment No. 1 Senate Concurs
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- **2023-05-19** Senate Concurs
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- **2023-05-19** Passed Both Houses
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- **2023-06-16** Sent to the Governor `executive-receipt`
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- **2023-08-11** Governor Approved `executive-signature`
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- **2023-08-11** Effective Date August 11, 2023
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- **2023-08-11** Public Act . . . . . . . . . 103-0552 `became-law`
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## Source
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OpenStates / OpenCivicData bulk snapshot [2026-07-01](https://data.openstates.org/daily/2026-07-01/public.pgdump); origin `ocd-bill/c9956248-3c15-492d-b302-18706c70f2ef`. Confidence: reported (aggregated from official Illinois legislature records).
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