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
Plain-English overview
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
Current status
Where it stands
Status
Introduced
Latest action
2025-11-28 — Placed on the Union Calendar, Calendar No. 340.
Related context
Topics and policy areas
undefinedEmployee benefits and pensionsFinance and Financial SectorFinancial services and investmentsGovernment employee pay, benefits, personnel managementReligionSocial work, volunteer service, charitable organizations
