House bill · H.R. 1013 (119th Congress)

Retirement Fairness for Charities and Educational Institutions Act of 2025

U.S. House of Representatives

Latest action Nov 28, 2025

Sponsor: Frank D. Lucas (U.S. Representative, OK-3, Republican)

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From Congress.gov and official rosters. This record was last updated Aug 2, 2026. About our data

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.

Summary from the Congressional Research Service. How we handle summaries

Where it stands

Out of committee and scheduled for a vote by the full chamber.

Introduced
In committee
Up for a vote
Passed one chamber
Passed
Enacted

Committee

House Committee on Financial Services · U.S. House of Representatives

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Cosponsors

Showing the 23 who are on Agora, A to Z. Congress.gov listed 24 as of Jul 31, 2026.

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Democratic18
Republican5

This bill has cosponsors from more than one party.

Party is shown for the 23 cosponsors who are on Agora.

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S. 424Retirement Fairness for Charities and Educational Institutions Act of 2025Related bill

As identified by Congress.gov.

Full history

Nov 28, 2025
Placed on the Union Calendar, Calendar No. 340.
Nov 28, 2025
Placed on the Union Calendar, Calendar No. 340.
Nov 28, 2025
Introduced
Placed on the Union Calendar, Calendar No. 340.
U.S. House
Nov 28, 2025
Placed on the Union Calendar, Calendar No. 340.
Nov 28, 2025
Reported out of committee
Reported (Amended) by the Committee on Financial Services. H. Rept. 119-390.

Show full history (11 earlier events)

Nov 28, 2025
Reported out of committee
Reported (Amended) by the Committee on Financial Services. H. Rept. 119-390.
Nov 28, 2025
Reported out of committee
Reported (Amended) by the Committee on Financial Services. H. Rept. 119-390.
May 20, 2025
Committee vote
Committee Consideration and Mark-up Session Held
May 20, 2025
Committee vote
Committee Consideration and Mark-up Session Held
May 20, 2025
Committee vote
Committee Consideration and Mark-up Session Held
May 20, 2025
Reported out of committee
Ordered to be Reported (Amended) by the Yeas and Nays: 43 - 8.
May 20, 2025
Reported out of committee
Ordered to be Reported (Amended) by the Yeas and Nays: 43 - 8.
May 20, 2025
Reported out of committee
Ordered to be Reported (Amended) by the Yeas and Nays: 43 - 8.
Mar 4, 2025
Introduced
Introduced in U.S. House
U.S. House
Feb 5, 2025
Introduced
Introduced in House
U.S. House of Representatives
Feb 5, 2025
Referred to committee
Referred to the House Committee on Financial Services.
U.S. House of Representatives

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