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Retirement Fairness for Charities and Educational Institutions Act of 2025

S. 424 Sen. Katie Britt (R-AL) In committee
Bill text PDF
  1. Introduced Feb 5
  2. Committee Feb 5
  3. Passed Senate Next
  4. Passed House Not yet
  5. To President Not yet
  6. Law Not yet
Where it stands
In committee, Feb 5, 2025Next: Senate vote
630d ago Feb 5, 2025: Read twice and referred to the Committee on Banking, Housing, and Urban Affairs.
Final votes
No roll callsNo recorded vote on this bill yet
Lobbying
8companies, 38 filings
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3trades in the last 90 days
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Companies lobbying on this bill

8 companies
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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 SenateFeb 5, 2025

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