← Back to Bills
HR 1013119th CongressReportedHouse

Retirement Fairness for Charities and Educational Institutions Act of 2025

Policy Area: Finance and Financial Sector
View on Congress.gov
Origin Chamber
House
Last Updated
Jul 17, 2026
Latest Action Date
Nov 28, 2025

Latest Action

Placed on the Union Calendar, Calendar No. 340.

Official Summary

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.

GovScope Watchdog™

AI Government Intelligence™
Executive Summary

The Retirement Fairness for Charities and Educational Institutions Act of 2025 is a bill introduced in the 119th Congress, originating in the House of Representatives. As of the latest update, the bill has been placed on the Union Calendar, indicating it is scheduled for consideration by the House. The bill's title suggests it aims to address retirement-related issues specifically for charities and educational institutions, but no official summary or full text is available to provide detailed provisions or objectives.

Bottom Line

This bill seeks to address retirement fairness for charities and educational institutions, but detailed content and policy implications are not publicly available at this time.

Policy Risk Level
🟡 Medium
Neutral Risk Assessment
Key Points
  • The bill is designated as H.R. 1013 in the 119th Congress.
  • It is titled the Retirement Fairness for Charities and Educational Institutions Act of 2025.
  • The bill has been placed on the Union Calendar, Calendar No. 340, as of November 28, 2025, indicating it is pending further legislative action.
Who Benefits?

['Charitable organizations', 'Educational institutions', 'Employees and retirees associated with these organizations']

Potential Concerns

['Lack of publicly available bill text and summary limits understanding of implementation requirements and potential costs.', 'Unclear authority and oversight mechanisms due to missing detailed provisions.', 'Potential policy tradeoffs cannot be assessed without full legislative language.']

Political Context

The bill is currently in process in the House of Representatives during the 119th Congress. Placement on the Union Calendar suggests it is awaiting floor consideration. No further legislative history or policy area classification is provided, limiting context on its broader legislative environment.

Hidden Impact Review

Hidden impact flags detected: 2

GovScope reviewed 2 policy-risk categories. Hover for a quick definition. Click detected flags for bill-specific details.

2 Detected
Detected Flags
Indirect Effects

['Potential improvements in retirement plan administration and benefits for employees of charities and educational institutions if enacted.', "Possible financial or administrative impacts on these organizations depending on the bill's provisions.", 'Changes in regulatory or reporting requirements for affected organizations.']

GovScope Watchdog Notes

The absence of an official summary and full bill text limits transparency and public understanding of the bill's specific provisions and implications. Monitoring future updates for release of detailed legislative language and policy area classification is essential for comprehensive oversight. The current placement on the Union Calendar indicates procedural progress but does not provide insight into the bill's content or likelihood of enactment.

Passage Likelihood: UnknownConfidence: 40%Model: gpt-4.1-mini

GovScope Intelligence Roadmap

Future bill intelligence will connect sponsors, committee referrals, related votes, campaign finance, disclosures, and stock trades into one legislative intelligence view.

Enterprise Ready