S 424referred119th Congress

Retirement Fairness for Charities and Educational Institutions Act of 2025

Introduced Feb 5, 2025Senate billPolicy area: Finance and Financial SectorLast action Feb 5, 2025Sponsor: Katie Boyd Britt(R-AL)

financeFinance and Financial Sector

Banking, Housing, and Urban Affairs Committee

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Official summaryUpdated Feb 5, 2025

What the bill does

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.

Latest official action

Read twice and referred to the Committee on Banking, Housing, and Urban Affairs.

Lobbying Filings Citing It

$28.1M

Reported on Those Filings, All Issues

Lobbying Clients

Recorded Votes

Timeline

Feb 5, 2025bill

Bill introduced

Apr 11, 2025lobbying

Lobbying filed by SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION

Apr 21, 2025lobbying

Lobbying filed by AMERICAN COUNCIL OF LIFE INSURERS

Jul 17, 2025lobbying

Lobbying filed by SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION

Jul 21, 2025lobbying

Lobbying filed by AMERICAN COUNCIL OF LIFE INSURERS

Jul 21, 2025

Official Congressional Actions

Feb 5, 2025IntroReferral

Read twice and referred to the Committee on Banking, Housing, and Urban Affairs.

Banking, Housing, and Urban Affairs Committee

View official action

Feb 5, 2025IntroReferral

Introduced in Senate

View official action

Lobbying Activity

Registrant	Client	Amount	Filed	Period	Issues
AMERICAN COUNCIL OF LIFE INSURERS	AMERICAN COUNCIL OF LIFE INSURERS	$2.2M	Jul 21, 2025	2025Q2	CSPFININS
SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION	SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION	$2.1M	Jul 17, 2025	2025Q2	BANCDTFIN

About this page

The lobbying table lists Senate LDA quarterly reports (LD-2) that cite this bill by number and cover a quarter of the 119th Congress. An LD-2 names a bill as “H.R. 1234” with no Congress, so a report on another Congress, which can only concern a different bill with the same number, is left out, even when it was filed after this Congress began. The amount is what the registrant reported for the whole filing, across every issue on it, not spending on this bill. Official actions and the bill summary come from Congress.gov, and votes from the roll-call record. This page no longer pairs the bill with members' stock trades: matching lobbying clients to traded companies by name, and trades to a bill by date, is not something the records establish.