Retirement Fairness for Charities and Educational Institutions Act of 2025 was reported by committee and awaits a floor vote
IntroducedFeb 5, 2025
ReportedMay 20, 2025
Passed one chamber—
Passed both—
Law—
What it changes · CRS summary
Written by the Congressional Research Service [2]. 56 words.
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.
Context
- Committees
- House Financial Services Committee
- Policy area
- Finance and Financial Sector: 53 of 3,256 bills became law, 113th–118th (1.6%)
- Sponsor
- 2 of 66 bills enacted since 2013
- Text versions
- 2, from introduced in house to reported in house · 903 words
- Subjects
- Employee benefits and pensionsFinancial services and investmentsGovernment employee pay, benefits, personnel managementReligionSocial work, volunteer service, charitable organizations
- Latest action
- Nov 28, 2025: Placed on the Union Calendar, Calendar No. 340.
- Records
- Congress.gov · Bill text
Exhibit 1Passage odds band at each stage, rated when the bill reached it [4]
Related bills · 1
Each bill appears once, under its strongest link. 1 in all.
Related, per CRS or House · 1
- 119th S. 424 Retirement Fairness for Charities and Educational Institutions Act of 2025 R · Introduced
Exhibit 2Articles naming the bill per day, last 90 days, US sources [3]