Bill Tracker / 119th Congress / H.R. 1013
H.R. 1013 · 119th Congress
Retirement Fairness for Charities and Educational Institutions Act of 2025
Introduced→
In Committee→
Passed One Chamber→
Passed Both Chambers→
Became Law
Latest action: Placed on the Union Calendar, Calendar No. 340. — 11/28/2025
What This Bill Does
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.
Summary as of 02/05/2025, via Congress.gov / Congressional Research Service.
Introduced
02/05/2025
Policy Area
Finance and Financial Sector
Cosponsors
24