HR. 1013Introduced

Retirement Fairness for Charities and Educational Institutions Act of 2025

Allows 403(b) retirement plans for charities and educational institutions to invest in collective investment trusts and insurance company separate accounts

What this bill does

Allows 403(b) retirement plans for charities and educational institutions to invest in collective investment trusts and insurance company separate accounts

Key points
  • Allow collective investment trusts
  • Allow separate account investments

Where it stands

Status
Introduced
Latest action
2025-11-28Placed on the Union Calendar, Calendar No. 340.

Topics and policy areas

undefinedEmployee benefits and pensionsFinance and Financial SectorFinancial services and investmentsGovernment employee pay, benefits, personnel managementReligionSocial work, volunteer service, charitable organizations