House
May 20, 2025

Retirement Fairness for Charities and Educational Institutions Act of 2025

Summary

Official

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.

How would you vote on this bill?

Bill Progress

Committee is reviewing, marking up, or holding hearings on the bill

Introduced(2/5/25)
Committee
Passed House
Passed Senate
President
Law

Sponsor

FL

Mr. Lucas

House (R) Oklahoma – 3

Cosponsors (20)

Topics

Latest Action

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

May 20, 2025

View Bill on Congress.gov