H.R. 1013 explained · 119th Congress · Pending in Congress
Retirement Fairness for Charities and Educational Institutions Act of 2025
Cosponsors: 24 (19 D, 5 R) · per Congress.gov, 2026-10-10
Introduced: 2025-02-05
Latest action (2025-11-28): Placed on the Union Calendar, Calendar No. 340.
What H.R. 1013 does, in plain terms
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.
Official summary by the Congressional Research Service, via Congress.gov.
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