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S 424 119th Congress Senate 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 18, 2025 Introduced by: Britt, Katie Boyd Republican · Alabama See on congress.gov
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 Everywhere this bill has been 2 steps
Introduced
In committee
Reported out
Passed House
Passed Senate
To President
Became law
Feb 5, 2025
Read twice and referred to the Committee on Banking, Housing, and Urban Affairs.
Feb 5, 2025
Introduced in Senate
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 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.

What's happening now February 5, 2025

Read twice and referred to the Committee on Banking, Housing, and Urban Affairs.

 Related & companion bills 1
  • HR 1013 Related bill Retirement Fairness for Charities and Educational Institutions Act of 2025
 Bill text 1 version

Source documents hosted by congress.gov.

 Committees of jurisdiction 1
 Lobbying activity 212

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

  • MISSIONSQUARE RETIREMENT
    for MISSIONSQUARE RETIREMENT · District of Columbia · 2nd Quarter (Apr 1 - June 30) 2026
  • DAVIS & HARMAN LLP
    for STATE STREET GLOBAL ADVISORS TRUST COMPANY · Massachusetts · 2nd Quarter (Apr 1 - June 30) 2026
  • DAVIS & HARMAN LLP
    for METLIFE, INC. · District of Columbia · 2nd Quarter (Apr 1 - June 30) 2026
  • DAVIS & HARMAN LLP
    for AMERICAN BENEFITS COUNCIL · District of Columbia · 2nd Quarter (Apr 1 - June 30) 2026
  • DAVIS & HARMAN LLP
    for EMPOWER RETIREMENT LLC · Colorado · 2nd Quarter (Apr 1 - June 30) 2026
  • DAVIS & HARMAN LLP
    for LINCOLN NATIONAL CORPORATION · Pennsylvania · 2nd Quarter (Apr 1 - June 30) 2026
See all 212 filings →
 Cosponsors 20
All 20 Democratic 9 Republican 11
R
Scott, Tim
South Carolina · Jul 14, 2026
 D
Hickenlooper, John W.
Colorado · Oct 7, 2025
 R
McCormick, David
Pennsylvania · Oct 7, 2025
 R
Kennedy, John
Louisiana · Sep 3, 2025
 D
Van Hollen, Chris
Maryland · Sep 3, 2025
 D
Alsobrooks, Angela D.
Maryland · Apr 8, 2025
 R
Ricketts, Pete
Nebraska · Apr 8, 2025
 R
Daines, Steve
Montana · Apr 4, 2025
 D
Gallego, Ruben
Arizona · Mar 13, 2025
 D
Kaine, Tim
Virginia · Mar 12, 2025
 D
Coons, Christopher A.
Delaware · Mar 6, 2025
 R
Cramer, Kevin
North Dakota · Mar 6, 2025
 R
Rounds, Mike
South Dakota · Mar 6, 2025
 D
Rosen, Jacky
Nevada · Feb 18, 2025
 R
Tillis, Thomas
North Carolina · Feb 18, 2025
 R
Crapo, Mike
Idaho · Feb 13, 2025
 R
Hagerty, Bill
Tennessee · Feb 13, 2025
 R
Cassidy, Bill
Louisiana · Feb 5, 2025
 D
Peters, Gary C.
Michigan · Feb 5, 2025
 D
Warnock, Raphael G.
Georgia · Feb 5, 2025
Cite this page click to expand
APA
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/
MLA
"S. 424: Retirement Fairness for Charities and Educational Institutions Act of 2025." 119th Congress, 2026, Open America, https://openamerica.io/bill/119-S-424/.
Bluebook (legal)
S. 424, 119th Cong. (2026), https://openamerica.io/bill/119-S-424/.
Markdown link
[S. 424: Retirement Fairness for Charities and Educational Institutions Act of 2025](https://openamerica.io/bill/119-S-424/)
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