HR 1013 119th Congress House In Progress

Retirement Fairness for Charities and Educational Institutions Act of 2025

Latest action: Placed on the Union Calendar, Calendar No. 340. · Nov 28, 2025

View full text on Congress.gov ↗ Policy area: Finance and Financial Sector

Legislative 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.

Source: Congressional Research Service (CRS).

Sponsor

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

Cosponsors (24)

Rep. Gottheimer Rep. Foster Rep. Barr Rep. Meuser Rep. Pettersen Rep. Nunn Rep. Morelle Rep. Panetta Rep. Sessions Rep. Sewell+14 more

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