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Bill · 119th Congress · HR 1013
Retirement Fairness for Charities and Educational Institutions Act of 2025
Refreshed 4 h ago
Introduced 2025-02-05Topic: economy jobs · labor · educationSummary
Summary by the Congressional Research ServiceRetirement 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.
Sponsors
- Frank D. Lucas Republican sponsor
- 23 cosponsors
Action history
| Date | Chamber | Action | Status effect |
|---|---|---|---|
| 2025-11-28 | House | Placed on the Union Calendar, Calendar No. 340. | |
| 2025-11-28 | House | Reported (Amended) by the Committee on Financial Services. H. Rept. 119-390. | report |
| 2025-11-28 | Reported (Amended) by the Committee on Financial Services. H. Rept. 119-390. | report | |
| 2025-05-20 | House | Ordered to be Reported (Amended) by the Yeas and Nays: 43 - 8. | refer |
| 2025-05-20 | House | Committee Consideration and Mark-up Session Held | refer |
| 2025-02-05 | House | Referred to the House Committee on Financial Services. | refer |
| 2025-02-05 | Introduced in House | introduce | |
| 2025-02-05 | Introduced in House | introduce |