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H.R. 1013 House Finance and Financial Sector

Retirement Fairness for Charities and Educational Institutions Act of 2025

House Floor
Introduced
Feb 5, 2025
Sponsor
Rep. Lucas, Frank D. (R-OK-3)
View on Congress.gov

STAGE 4 OF 8 — HOUSE FLOOR

Currently in the House. Last action: motion to reconsider laid on the table agreed to without objection on Nov 11, 2026.

  1. House Introduced in House Feb 5, 2025
  2. House Referred to the House Committee on Financial Services. Feb 5, 2025
  3. House Committee Consideration and Mark-up Session Held May 20, 2025
  4. House Ordered to be Reported (Amended) by the Yeas and Nays: 43 - 8. May 20, 2025
  5. House Reported (Amended) by the Committee on Financial Services. H. Rept. 119-390. Nov 28, 2025
  6. House Placed on the Union Calendar, Calendar No. 340. Nov 28, 2025
  7. House Rules Committee Resolution H. Res. 1650 Reported to House. Rule provides for consideration of H.R. 1013 with 1 hour of general debate. Previous question shall be considered as ordered except motion to recommit. Bill is closed to amendments. Nov 9, 2026
  8. House Rule H. Res. 1650 passed House. Nov 10, 2026
  9. House Considered under the provisions of rule H. Res. 1650. (consideration: CR H6166-6171) Nov 11, 2026
  10. House Rule provides for consideration of H.R. 1013 with 1 hour of general debate. Previous question shall be considered as ordered except motion to recommit. Bill is closed to amendments. Nov 11, 2026
  11. House DEBATE - The House proceeded with one hour of debate on H.R. 1013. Nov 11, 2026
  12. House Passed/agreed to in House: On passage Passed by the Yeas and Nays: 295 - 128 (Roll no. 321). Nov 11, 2026
  13. House On passage Passed by the Yeas and Nays: 295 - 128 (Roll no. 321). (text of amendment in the nature of a substitute: CR H6166) Nov 11, 2026
  14. House Motion to reconsider laid on the table Agreed to without objection. Nov 11, 2026
  15. House Latest vote
    On Passage Nov 11, 2026
    Agreed Yea 295 Nay 128 Roll Call

Cosponsors

24

Subjects

Employee benefits and pensionsFinancial services and investmentsGovernment employee pay, benefits, personnel managementReligionSocial work, volunteer service, charitable organizations

Committees

  • Financial Services Committee
    • [Reported By, Nov 28, 2025]
    • [Markup By, May 20, 2025]
    • [Referred To, Feb 5, 2025]

Summary

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.

[Summary as of: Introduced in House]

Bill Text

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