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HR 1013 · introduced · niche

Retirement Fairness for Charities and Educational Institutions Act of 2025

What this bill does

  • This bill lets 403(b) retirement plans invest in collective investment trusts and insurance company separate accounts.
  • Employees of public schools, charities, and churches with 403(b) plans are affected by expanded investment options.
  • The bill takes effect upon passage and creates no direct federal costs.

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Community Threads

Started by Cosponsor

  1. 01

    How might expanding 403(b) investment options to collective trusts affect retirement security for nonprofit and school employees compared to current choices?

  2. 02

    What oversight mechanisms should exist to protect employees in these plans from potential risks associated with less-regulated investment vehicles?

  3. 03

    Which employee groups—teachers, charity workers, or clergy—might benefit most from these new investment options, and why?

Cosponsor writes these to seed civic discussion — they aren't user posts. Sign in to reply.

Sponsor · R-OK-3

Frank D. Lucas

Citizen cosponsors

0

In Congress

24/ 435

House Reps cosponsoring

Introduced 2025-11-28

Joining the bill

+ 12 more

Legislative timeline

  1. 2025-11-28 · house · Calendars

    Placed on the Union Calendar, Calendar No. 340.

  2. 2025-11-28 · house · Committee

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

  3. 2025-11-28 · Committee

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

  4. 2025-05-20 · house · Committee

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

  5. 2025-05-20 · house · Committee

    Committee Consideration and Mark-up Session Held

  6. 2025-02-05 · house · IntroReferral

    Referred to the House Committee on Financial Services.

  7. 2025-02-05 · IntroReferral

    Introduced in House

  8. 2025-02-05 · IntroReferral

    Introduced in House

Congress.gov ↗

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