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Retirement Fairness for Charities and Educational Institutions Act of 2025

Introduced Feb 5, 2025 by Rep. Frank D. Lucas

IntroducedCommitteeFloorCongressLaw

It's waiting on a committee vote to reach the full chamber. Most bills never leave this stage.

Latest action · Nov 28, 2025
Placed on the Union Calendar, Calendar No. 340.
Read it on Congress.gov
What it does

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.

Summary by the Congressional Research Service.

Roll-call votes

No floor votes yet — it hasn't reached the floor of either chamber.