119th Congress
H.R. 1013
Retirement Fairness for Charities and Educational Institutions Act of 2025
- Introduced
- In committee
- Passed House
- Passed Senate
- To President
- Became law
- Sponsor
- Frank D. Lucas(R-OK)
- Introduced
- Feb 5, 2025
- Policy area
- Finance and Financial Sector
- Committees
- House Committee on Financial Services
- Official text
- Reported in House · Congress.gov page
Cosponsors (24)
Original cosponsors (3)
- Andy Barr (R-KY)
- Bill Foster (D-IL)
- Josh Gottheimer (D-NJ)
Added later (21)
- Daniel Meuser (R-PA) · Feb 21, 2025
- Brittany Pettersen (D-CO) · Mar 3, 2025
- Zachary Nunn (R-IA) · Mar 3, 2025
- Joseph D. Morelle (D-NY) · Mar 4, 2025
- Jimmy Panetta (D-CA) · Mar 10, 2025
- Pete Sessions (R-TX) · Mar 24, 2025
- Terri A. Sewell (D-AL) · Apr 7, 2025
- Thomas R. Suozzi (D-NY) · Apr 24, 2025
- Joe Neguse (D-CO) · May 15, 2025
- Eugene Simon Vindman (D-VA) · May 21, 2025
- Josh Harder (D-CA) · May 29, 2025
- Michael Lawler (R-NY) · Jun 3, 2025
- Donald Norcross (D-NJ) · Jun 26, 2025
- S001157 · Jul 16, 2025
- Chrissy Houlahan (D-PA) · Jul 22, 2025
- Janelle S. Bynum (D-OR) · Aug 15, 2025
- Bradley Scott Schneider (D-IL) · Sep 15, 2025
- Donald G. Davis (D-NC) · Sep 30, 2025
- Sarah McBride (D-DE) · Sep 30, 2025
- Steven Horsford (D-NV) · Oct 24, 2025
- Joe Courtney (D-CT) · Nov 19, 2025
Summary
Summary by the Congressional Research Service· describes the “Introduced in House” version
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.
Roll-call votes
No recorded votes on this bill.
Actions
- Nov 28, 2025 · House
Placed on the Union Calendar, Calendar No. 340. - Nov 28, 2025 · House
Reported (Amended) by the Committee on Financial Services. H. Rept. 119-390. - May 20, 2025
Ordered to be Reported (Amended) by the Yeas and Nays: 43 - 8. - May 20, 2025
Committee Consideration and Mark-up Session Held - Feb 5, 2025 · House
Referred to the House Committee on Financial Services. - Feb 5, 2025
Introduced in House