H.R. 1013

119th Congress

Reported

Retirement Fairness for Charities and Educational Institutions Act of 2025

Sponsored byRepublican:Rep. Lucas, Frank D. [R-OK-3]OK· Introduced 5 February 2025
Open on Congress.gov

24

Cosponsors

9

Actions

0

Amendments

1

Committees

—

Since introduced

Step 1 of 0
Latest action

Rules Committee Resolution H. Res. 1650 Reported to House. Rule provides for consideration of H.R. 1013 with 1 hour of general debate. Previous question shall be considered as ordered except motion to recommit. Bill is closed to amendments.

9 November 2026·1 day ago

Summary

Introduced in House · Updated 9 June 2025

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.

Timeline

9 actions

  1. Rules Committee Resolution H. Res. 1650 Reported to House. Rule provides for consideration of H.R. 1013 with 1 hour of general debate. Previous question shall be considered as ordered except motion to recommit. Bill is closed to amendments.

    9 November 2026 · Floor

  2. Placed on the Union Calendar, Calendar No. 340.

    28 November 2025 · Calendars

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

    28 November 2025 · Committee

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

    28 November 2025 · Committee

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

    28 November 2025 · Committee

  6. Committee Consideration and Mark-up Session Held

    20 May 2025 · Committee

  7. Committee Consideration and Mark-up Session Held

    20 May 2025 · Committee

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

    20 May 2025 · Committee

  9. Introduced in House

    5 February 2025 · IntroReferral

  10. Introduced in House

    5 February 2025 · IntroReferral

  11. Referred to the House Committee on Financial Services.

    5 February 2025 · IntroReferral

  12. Introduced in House

    5 February 2025 · IntroReferral

Sponsorship

24 cosponsors

Sponsor

Republican:Rep. Lucas, Frank D. [R-OK-3]OK

Cosponsors

  • Democrat1979%
  • Republican521%

Classification

Policy area

Finance and Financial Sector

Legislative subjects

Employee benefits and pensionsFinancial services and investmentsGovernment employee pay, benefits, personnel managementReligionSocial work, volunteer service, charitable organizations

Committees

1

Reports

Cosponsor momentum

Cumulative over time

Cosponsors grew from 3 on 5 February 2025 to 24 on 19 November 2025.

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