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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 Jun 29, 7:47 AM · synced 13h ago

Introduced

2025-02-05

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Bill Engagement

Lobbyists on the case

8 orgs · 90 lobbyists · 15 filings mention H.R. 1013 (Retirement Fairness for Charities and Educational Institutions Act of 2025) in LDA disclosures.