Bill Detail
H.R. 1013
Congress: 119
Title
Retirement Fairness for Charities and Educational Institutions Act of 2025
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.
Sponsor
Rep. Frank Lucas [R-OK-3]
Status
Placed on the Union Calendar, Calendar No. 340.
Status as of Aug 14, 3:08 PM · synced 1h ago
Introduced
2025-02-05
Data source mode: cache
Bill Engagement
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 pub…
Lobbyists on the case
- American Bankers Association5 filings · 4 lobs
- Blake Earley2026 Q1
- Timothy Keehan2026 Q1
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