119th Congress · House bill · Last action Nov 9, 2026
H.R. 1013IntroducedFinance and Financial Sector
Retirement Fairness for Charities and Educational Institutions Act of 2025
Sponsor: Rep. Lucas, Frank D. (R-OK)24 cosponsorsIntroduced Feb 5, 2025
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In plain English
H.R. 1013, sponsored by Rep. Frank Lucas (R-OK), allows 403(b) retirement plans used by public schools, charities, and churches to invest in collective investment trusts and insurance company separate accounts. The bill expands the investment options available to these tax-sheltered annuity plans, which currently serve employees of educational institutions, nonprofits, and religious organizations.
Generated by ThePolitibase from the bill text and CRS summary. Read the official text →
Note: the official CRS summary for this bill was written on 2025-02-05, but the bill text was revised on 2025-11-28T05:00:00Z. Provisions may have been added since the summary was written — the section list above reflects the current text.
Where it is in the process
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Introduced
Feb 5
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House committee
May 20
3
House floor
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4
Senate
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5
Signed
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What happens next: Awaiting committee assignment or hearings in the House.
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Sponsor
FR
Cosponsors (24)
JR
BR
AR
DR
BR
ZR
JR
+17
19 Democrats, 5 Republicans (of 24 shown).
Activity timeline
Nov 9
1d ago
1d ago
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 28
Nov 28, 2025
Nov 28, 2025
Placed on the Union Calendar, Calendar No. 340.
Nov 28
Nov 28, 2025
Nov 28, 2025
Reported (Amended) by the Committee on Financial Services. H. Rept. 119-390.
Nov 28
Nov 28, 2025
Nov 28, 2025
Reported (Amended) by the Committee on Financial Services. H. Rept. 119-390.
May 20
May 20, 2025
May 20, 2025
Ordered to be Reported (Amended) by the Yeas and Nays: 43 - 8.
May 20
May 20, 2025
May 20, 2025
Committee Consideration and Mark-up Session Held
Feb 5
Feb 5, 2025
Feb 5, 2025
Referred to the House Committee on Financial Services.
Feb 5
Feb 5, 2025
Feb 5, 2025
Introduced in House
Feb 5
Feb 5, 2025
Feb 5, 2025
Introduced in House
Read the bill text
Official text via Congress.gov. Opens in a new tab.
Full action log
All 9 recorded actions since introduction · Source: Congress.gov
2026
Nov 9
HOUSERules 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.
2025
Nov 28
HOUSEPlaced on the Union Calendar, Calendar No. 340.
Nov 28
HOUSEReported (Amended) by the Committee on Financial Services. H. Rept. 119-390.
Nov 28
Reported (Amended) by the Committee on Financial Services. H. Rept. 119-390.
May 20
HOUSEOrdered to be Reported (Amended) by the Yeas and Nays: 43 - 8.
May 20
HOUSECommittee Consideration and Mark-up Session Held
Feb 5
HOUSEReferred to the House Committee on Financial Services.
Feb 5
Introduced in House
Feb 5
Introduced in House
All 24 cosponsors
19 Democrats · 5 Republicans
Democrats (19)
Gottheimer, JoshNJ-05
Foster, BillIL-11
Pettersen, BrittanyCO-07
Morelle, Joseph D.NY-25
Panetta, JimmyCA-19
Sewell, Terri A.AL-07
Suozzi, Thomas R.NY-03
Neguse, JoeCO-02
Harder, JoshCA-09
Norcross, DonaldNJ-01
Scott, DavidGA-13
Houlahan, ChrissyPA-06
Bynum, Janelle S.OR-05
Davis, Donald G.NC-01
Horsford, StevenNV-04
Courtney, JoeCT-02
Republicans (5)
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