HR 1013
119th Congress
House
Finance and Financial Sector
Employee benefits and pensions
Financial services and investments
Government employee pay, benefits, personnel management
Religion
Social work, volunteer service, charitable organizations
Retirement Fairness for Charities and Educational Institutions Act of 2025
Introduced: February 5, 2025
Introduced by:
Lucas, Frank D.
Republican
· Oklahoma
See on congress.gov
Everywhere this bill has been
6 steps
Introduced
In committee
Reported out
Passed House
Passed Senate
To President
Became law
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.
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
Plain-English 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.
What's happening now
Placed on the Union Calendar, Calendar No. 340.
Committees of jurisdiction
1