H.R. 1013In Progress

Retirement Fairness for Charities and Educational Institutions Act of 2025

Introduced: Feb 5, 2025

Latest action date: Nov 28, 2025

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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.

Latest Action

Placed on the Union Calendar, Calendar No. 340.

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