Retirement Fairness for Charities and Educational Institutions Act of 2025
Bill journey · stage 2 of 5
Under committee review
What it doesSummary introduced in house (Feb 5, 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.
What just happenedNov 28, 2025
Placed on the Union Calendar, Calendar No. 340.
Who’s behind it
- Reported in HouseNov 28, 2025
- Introduced in HouseFeb 5, 2025
- Nov 28, 2025CalendarsH12410
Placed on the Union Calendar, Calendar No. 340.
- Nov 28, 2025CommitteeH12200
Reported (Amended) by the Committee on Financial Services. H. Rept. 119-390.
Financial Services Committee - Nov 28, 2025Committee5000
Reported (Amended) by the Committee on Financial Services. H. Rept. 119-390.
Financial Services Committee - May 20, 2025CommitteeH19000
Ordered to be Reported (Amended) by the Yeas and Nays: 43 - 8.
Financial Services Committee - May 20, 2025CommitteeH15001
Committee Consideration and Mark-up Session Held
Financial Services Committee - Feb 5, 2025IntroReferralH11100
Referred to the House Committee on Financial Services.
Financial Services Committee - Feb 5, 2025IntroReferralIntro-H
Introduced in House
- Feb 5, 2025IntroReferral1000
Introduced in House