H.R. 1013 · 119th Congress · House

Retirement Fairness for Charities and Educational Institutions Act of 2025

Active· Reported (Amended) by the Committee on Financial Services. H. Rept. 119-390.
Introduced
Feb 5, 25
Passed House
Pending
Passed Senate
Pending
Sent to President
Pending
Signed into Law
Pending

Executive 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.

Action Timeline

6
  1. NOV 28, 2025•House floor actions

    Placed on the Union Calendar, Calendar No. 340.

  2. NOV 28, 2025•Library of Congress

    Reported (Amended) by the Committee on Financial Services. H. Rept. 119-390.

    119Yea
    390Nay
    0NV
  3. MAY 20, 2025•House committee actions

    Ordered to be Reported (Amended) by the Yeas and Nays: 43 - 8.

    43Yea
    8Nay
    0NV
  4. MAY 20, 2025•House committee actions

    Committee Consideration and Mark-up Session Held

  5. FEB 05, 2025•House floor actions

    Referred to the House Committee on Financial Services.

  6. FEB 05, 2025•Library of Congress

    Introduced in House

Committees

2

Financial Services Committee

hsba00

Referred: Nov 28, 2025

Active

Financial Services Committee

hsba00

Referred: May 20, 2025

Active