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119th Congress Finance and Financial Sector

H.R. 1013: Retirement Fairness for Charities and Educational Institutions Act of 2025

ReportedNov 28, 2025

  1. Introduced (completed)Feb 5, 2025
  2. Passed House (not reached)
  3. Passed Senate (not reached)
  4. To the President (not reached)
  5. Became law (not reached)

Summary

Introduced in House, Feb 5, 2025

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.

Written by the Congressional Research Service, Library of Congress.

Roll calls

0 votes on this bill

No roll call votes have been held on this bill.

Amendments

0 offered

No amendments were offered to this bill.

Cosponsors

24

Bipartisan support.

Who scored on this bill

38 points earned
  1. 1Frank Lucas R-OK SponsorDrew cross-party cosponsors, introduced, marked up, reported4 events+38
See all scorers and every scoring event

Introductions and cosponsorships count toward weekly caps and show no points.

Other bills by Frank Lucas

History

  1. Feb 5, 2025Introduced in the House by Frank Lucas.
Show the full action history (6 actions)
  1. Nov 28, 2025Reported (Amended) by the Committee on Financial Services. H. Rept. 119-390.
  2. Nov 28, 2025Placed on the Union Calendar, Calendar No. 340.
  3. May 20, 2025Committee Consideration and Mark-up Session Held
  4. May 20, 2025Ordered to be Reported (Amended) by the Yeas and Nays: 43 - 8.
  5. Feb 5, 2025Introduced in House
  6. Feb 5, 2025Referred to the House Committee on Financial Services.