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Retirement Fairness for Charities and Educational Institutions Act of 2025

Bill Number
H.R. 1013
Origin Chamber
House
Congress
119th Congress, Session 1
Policy Area
Finance and Financial Sector
Status
Introduced
Latest Action
2025-11-28: Placed on the Union Calendar, Calendar No. 340.
Last Updated
2025-12-05T06:26:02Z

Official 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.

Sponsor

Rep. Lucas, Frank D. [R-OK-3]

Cosponsors (24)

Rep. Gottheimer, Josh [D-NJ-5], Rep. Foster, Bill [D-IL-11], Rep. Barr, Andy [R-KY-6], Rep. Meuser, Daniel [R-PA-9], Rep. Pettersen, Brittany [D-CO-7], Rep. Nunn, Zachary [R-IA-3], Rep. Morelle, Joseph D. [D-NY-25], Rep. Panetta, Jimmy [D-CA-19], Rep. Sessions, Pete [R-TX-17], Rep. Sewell, Terri A. [D-AL-7], Rep. Suozzi, Thomas R. [D-NY-3], Rep. Neguse, Joe [D-CO-2], Rep. Vindman, Eugene Simon [D-VA-7], Rep. Harder, Josh [D-CA-9], Rep. Lawler, Michael [R-NY-17], Rep. Norcross, Donald [D-NJ-1], Rep. Scott, David [D-GA-13], Rep. Houlahan, Chrissy [D-PA-6], Rep. Bynum, Janelle S. [D-OR-5], Rep. Schneider, Bradley Scott [D-IL-10], Rep. McBride, Sarah [D-DE-At Large], Rep. Davis, Donald G. [D-NC-1], Rep. Horsford, Steven [D-NV-4], Rep. Courtney, Joe [D-CT-2]

Recent Actions

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