HR 1013 · Retirement Fairness for Charities and Educational Institutions Act of 2025
Placed on the Union Calendar, Calendar No. 340.
- Introduced
- Feb 5, 2025
- Latest action
- Nov 28, 2025
- Sponsor
- Rep. Frank D. Lucas [R-OK-3]
- Policy area
- Finance and Financial Sector
- Cosponsors
- 24
Summary
Retirement Fairness for Charities and Educational Institutions Act of 2025 This bill allows 403(b) retirement plans (i.e., retirement plans designed for certain employees of public schools, charities, and churches) to invest in collective investment trusts, which are a group of pooled investment assets held by a bank or trust company, and in insurance company separate accounts.
Recent actions
- Nov 28, 2025 Placed on the Union Calendar, Calendar No. 340.
- Nov 28, 2025 Reported (Amended) by the Committee on Financial Services. H. Rept. 119-390.
- Nov 28, 2025 Reported (Amended) by the Committee on Financial Services. H. Rept. 119-390.
- May 20, 2025 Ordered to be Reported (Amended) by the Yeas and Nays: 43 - 8.
- May 20, 2025 Committee Consideration and Mark-up Session Held
- Feb 5, 2025 Referred to the House Committee on Financial Services.
- Feb 5, 2025 Introduced in House
- Feb 5, 2025 Introduced in House
Votes
No recorded votes are available for this bill.