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H.R. 1013 119th Congress House

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.

Introduced: February 5, 2025 Introduced by: Frank D. Lucas Republican · Oklahoma See on congress.gov
Finance and Financial Sector Employee benefits and pensionsFinancial services and investmentsGovernment employee pay, benefits, personnel managementReligionSocial work, volunteer service, charitable organizations
 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
Committee Consideration and Mark-up Session Held
May 20, 2025
Ordered to be Reported (Amended) by the Yeas and Nays: 43 - 8.
Feb 5, 2025
Introduced in House
Feb 5, 2025
Referred to the House Committee on Financial Services.
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What's happening now November 28, 2025

Placed on the Union Calendar, Calendar No. 340.

 Plain-English summary Congressional Research Service

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.

 Hearings & markups 2
 Related & companion bills 1
 Bill text 2 versions

Source documents hosted by congress.gov.

 Committees of jurisdiction 1
 Lobbying activity 316

Registered lobbyists who named this bill in their disclosure filings. Source: federal Lobbying Disclosure Act filings.

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APA
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/
MLA
"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/.
Bluebook (legal)
H.R. 1013, 119th Cong. (2026), https://openamerica.io/bill/119-HR-1013/.
Markdown link
[H.R. 1013: Retirement Fairness for Charities and Educational Institutions Act of 2025](https://openamerica.io/bill/119-HR-1013/)
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