Retirement Fairness for Charities and Educational Institutions Act of 2025
Official title: A bill to amend the Federal securities laws to enhance 403(b) plans, and for other purposes.
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Read twice and referred to the Committee on Banking, Housing, and Urban Affairs.
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 Senate Formatted Text PDF Formatted XML
- CGCN GROUP, LLC
- INSURED RETIREMENT INSTITUTE
- AMERIPRISE FINANCIAL, INC.
- AMERICAN BANKERS ASSOCIATION
- TRANSAMERICA COMPANIES
- LPL FINANCIAL
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). S. 424: Retirement Fairness for Charities and Educational Institutions Act of 2025. 119th Congress. Open America. https://openamerica.io/bill/119-S-424/
"S. 424: Retirement Fairness for Charities and Educational Institutions Act of 2025." 119th Congress, 2026, Open America, https://openamerica.io/bill/119-S-424/.
S. 424, 119th Cong. (2026), https://openamerica.io/bill/119-S-424/.
[S. 424: Retirement Fairness for Charities and Educational Institutions Act of 2025](https://openamerica.io/bill/119-S-424/)