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Neutral Bill Mar 16, 2026

Retirement Fairness for Charities and Educational Institutions Act of 2025

Retirement Fairness for Charities and Educational Institutions Act of 2025This 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.

https://www.congress.gov/bill/119th-congress/house-bill/1013
Frank Lucas U.S. Representative Chrissy Houlahan U.S. Representative Cosponsor
Finance and Financial Sector Religion Social work, volunteer service, charitable organizations Financial services and investments Government employee pay, benefits, personnel management Employee benefits and pensions
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