HR 1013 · 119th Congress · Finance and Financial Sector

Retirement Fairness for Charities and Educational Institutions Act of 2025

Introduced 2025-02-05· Sponsored by Rep. Lucas, Frank D. [R-OK-3]· House

Bill Progress

✓
Introduced
2
Committee
3
House Vote
4
Senate
5
Enacted
Latest: Placed on the Union Calendar, Calendar No. 340.(2025-11-28)

Plain Language Summary

[AI summary unavailable — showing source text] 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.…

Summarized by Claude AI · Non-partisan · For informational purposes only

Cosponsors (20)

15 Democrats5 Republicans
Rep. Gottheimer, Josh [D-NJ-5]NJ
Rep. Foster, Bill [D-IL-11]IL
Rep. Barr, Andy [R-KY-6]KY
Rep. Meuser, Daniel [R-PA-9]PA
Rep. Pettersen, Brittany [D-CO-7]CO
Rep. Nunn, Zachary [R-IA-3]IA
Rep. Morelle, Joseph D. [D-NY-25]NY
Rep. Panetta, Jimmy [D-CA-19]CA
Rep. Sessions, Pete [R-TX-17]TX
Rep. Sewell, Terri A. [D-AL-7]AL
Rep. Suozzi, Thomas R. [D-NY-3]NY
Rep. Neguse, Joe [D-CO-2]CO
Rep. Vindman, Eugene Simon [D-VA-7]VA
Rep. Harder, Josh [D-CA-9]CA
Rep. Lawler, Michael [R-NY-17]NY
Rep. Norcross, Donald [D-NJ-1]NJ
Rep. Scott, David [D-GA-13]GA
Rep. Houlahan, Chrissy [D-PA-6]PA
Rep. Bynum, Janelle S. [D-OR-5]OR
Rep. Schneider, Bradley Scott [D-IL-10]IL