S. 424 · 119th Congress · Senate

Retirement Fairness for Charities and Educational Institutions Act of 2025

Active· Introduced in Senate
Introduced
Feb 5, 25
Passed Senate
Pending
Passed House
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

2
  1. FEB 05, 2025Senate

    Read twice and referred to the Committee on Banking, Housing, and Urban Affairs.

  2. FEB 05, 2025Library of Congress

    Introduced in Senate

Committees

1

Banking, Housing, and Urban Affairs Committee

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Referred: Feb 5, 2025

Active