SecBot SecBot

Retirement Fairness for Charities and Educational Institutions Act of 2025

H.R. 1013 Rep. Frank Lucas (R-OK-3) In committee
Bill text PDF
  1. Introduced Feb 5
  2. Committee Feb 5
  3. Passed House Next
  4. Passed Senate Not yet
  5. To President Not yet
  6. Law Not yet
Where it stands
In committee, Feb 5, 2025Next: House vote
333d ago Nov 28, 2025: Placed on the Union Calendar, Calendar No. 340.
Final votes
No roll callsNo recorded vote on this bill yet
Lobbying
8companies, 63 filings
Subscribe to see spend
Member trades
0trades in the last 90 days
None in these companies
Who the bill helps and hurts Subscribe

Companies lobbying on this bill

8 companies
Companies by sector
Financials 8
Search all 8 companies, their asks and price moves Subscribe

Summary

Retirement Fairness for Charities and Educational Institutions Act of 2025

Full summary1 paragraphs

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.

Library of Congress summary, Feb 5, 2025

Summary versions
  • Introduced in HouseFeb 5, 2025

Official record from Congress.gov, the House Clerk and the Senate; lobbying from Lobbying Disclosure Act filings. Updated Oct 27, 2026.