HR 1013

Official Title: To amend the Federal securities laws to enhance 403(b) plans, and for other purposes.

Introduced: 2025-02-05

Passed House:

Passed Senate:

To President:

Became Law:

Categories: House Introduced Pension

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.

Action(s)

  • 05/20/2025 - Ordered to be Reported (Amended) by the Yeas and Nays: 43 - 8.
  • 05/20/2025 - Committee Consideration and Mark-up Session Held
  • 02/05/2025 - Referred to the House Committee on Financial Services.
  • 02/05/2025 - Introduced in House

Bill Details

  • Retirement Fairness for Charities and Educational Institutions Act of 2025

    Short Title

  • House

    Type

  • 119

    Congress Number

  • HR1013-119

    Full Number

View on Congress.gov

Sponsor

Rep. Lucas, Frank D. [R-OK-3]

Rep.