Retirement Fairness for Charities and Educational Institutions Act of 2025
Official title: To amend the Federal securities laws to enhance 403(b) plans, and for other purposes.
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Placed on the Union Calendar, Calendar No. 340.
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.
- Introduced in House Formatted Text PDF Formatted XML
- Reported in House Formatted Text PDF Formatted XML
- INSURED RETIREMENT INSTITUTE
- LINCOLN NATIONAL CORPORATION
- PACIFIC LIFE INSURANCE COMPANY
- PRUDENTIAL FINANCIAL, INC.
- AMERIPRISE FINANCIAL, INC.
- AMERICAN BANKERS ASSOCIATION
Bodies those filers lobbied
- HOUSE OF REPRESENTATIVES
- SENATE
- Treasury, Dept of
- Labor, Dept of (DOL)
- Securities & Exchange Commission (SEC)
- Internal Revenue Service (IRS)
- Federal Reserve System
- Natl Economic Council (NEC)
Cite this page
U.S. Congress. (2026). H.R. 1013: Retirement Fairness for Charities and Educational Institutions Act of 2025. 119th Congress. Open America. https://openamerica.io/bill/119-HR-1013/
"H.R. 1013: Retirement Fairness for Charities and Educational Institutions Act of 2025." 119th Congress, 2026, Open America, https://openamerica.io/bill/119-HR-1013/.
H.R. 1013, 119th Cong. (2026), https://openamerica.io/bill/119-HR-1013/.
[H.R. 1013: Retirement Fairness for Charities and Educational Institutions Act of 2025](https://openamerica.io/bill/119-HR-1013/)