H.R. 1013

119th CongressReported

Retirement Fairness for Charities and Educational Institutions Act of 2025

Sponsored by Frank D. Lucas (Republican-OK-3)

Employee Benefits & Retirement (ERISA)Financial Services & Housing Higher Education

Cosponsors

Actions

Roll calls

Amendments

Related bills

Actions

Nov 28, 2025 · Library of Congress

Reported (Amended) by the Committee on Financial Services. H. Rept. 119-390.

Nov 28, 2025 · House floor actions

Reported (Amended) by the Committee on Financial Services. H. Rept. 119-390.

Nov 28, 2025 · House floor actions

Placed on the Union Calendar, Calendar No. 340.

May 20, 2025 · House committee actions

Committee Consideration and Mark-up Session Held

May 20, 2025 · House committee actions

Ordered to be Reported (Amended) by the Yeas and Nays: 43 - 8.

Feb 5, 2025 · Library of Congress

Introduced in House

Feb 5, 2025 · Library of Congress

Introduced in House

Feb 5, 2025 · House floor actions

Referred to the House Committee on Financial Services.

Latest activity

Activity

July 2026

Lobbying reported · Lincoln National · Jul 21

Lincoln National reported 2nd Quarter (Apr 1 - June 30) lobbying for Lincoln National — $270,000

BillsH.R. 1 H.R. 1013 H.R. 2547 H.R. 6084 S. 424 S. 1335

Lobbying reported · Pacific Life Insurance · Jul 21

Pacific Life Insurance reported 2nd Quarter (Apr 1 - June 30) lobbying for Pacific Life Insurance — $480,000

Lobbying reported · Forbes-Tate · Jul 20

Forbes-Tate reported 2nd Quarter (Apr 1 - June 30) lobbying for Insured Retirement Institute — $50,000

BillsH.R. 1013 S. 424

Lobbying reported · Chamber Of Commerce Of The U.s.a. · Jul 20

Chamber Of Commerce Of The U.s.a. reported 2nd Quarter (Apr 1 - June 30) lobbying for Chamber Of Commerce Of The U.s.a. — $16,950,000

BillsH.Con.Res. 34 H.J.Res. 35 H.J.Res. 59 H.J.Res. 61 H.J.Res. 74 H.J.Res. 87 H.J.Res. 88 H.J.Res. 89 H.R. 33 H.R. 77 H.R. 161 H.R. 278 H.R. 448 H.R. 471 H.R. 640 H.R. 755 H.R. 804 H.R. 1013 H.R. 1047 H.R. 1070 H.R. 1109 H.R. 1152 H.R. 1163 H.R. 1190 H.R. 1335 H.R. 1340 H.R. 1343 H.R. 1469 H.R. 1588 H.R. 1665 H.R. 1681 H.R. 1687 H.R. 1721 H.R. 1731 H.R. 1799 H.R. 1897 H.R. 1949 H.R. 2089 H.R. 2145 H.R. 2213 H.R. 2225 H.R. 2289 H.R. 2308 H.R. 2385 H.R. 2467 H.R. 2528 H.R. 2548 H.R. 2612 H.R. 2617 H.R. 2635 H.R. 2651 H.R. 2675 H.R. 2696 H.R. 2709 H.R. 2794 H.R. 2799 H.R. 2804 H.R. 2853 H.R. 2854 H.R. 2940 H.R. 2964 H.R. 2986 H.R. 3015 H.R. 3062 H.R. 3109 H.R. 3209 H.R. 3227 H.R. 3269 H.R. 3301 H.R. 3339 H.R. 3343 H.R. 3351 H.R. 3352 H.R. 3381 H.R. 3382 H.R. 3383 H.R. 3394 H.R. 3446 H.R. 3447 H.R. 3512 H.R. 3552 H.R. 3616 H.R. 3617 H.R. 3628 H.R. 3632 H.R. 3638 H.R. 3645 H.R. 3657 H.R. 3668 H.R. 3673 H.R. 3682 H.R. 3699 H.R. 3862 H.R. 3898 H.R. 3899 H.R. 3959 H.R. 4016 H.R. 4109 H.R. 4121 H.R. 4168 H.R. 4171 H.R. 4213 H.R. 4214 H.R. 4218 H.R. 4357 H.R. 4386 H.R. 4393 H.R. 4409 H.R. 4429 H.R. 4430 H.R. 4431 H.R. 4437 H.R. 4466 H.R. 4478 H.R. 4503 H.R. 4553 H.R. 4661 H.R. 4669 H.R. 4754 H.R. 4767 H.R. 4776 H.R. 4806 H.R. 5077 H.R. 5166 H.R. 5258 H.R. 5270 H.R. 5408 H.R. 5437 H.R. 5463 H.R. 5484 H.R. 5494 H.R. 5551 H.R. 5631 H.R. 5689 H.R. 5764 H.R. 5784 H.R. 5926 H.R. 6055 H.R. 6084 H.R. 6129 H.R. 6194 H.R. 6294 H.R. 6333 H.R. 6336 H.R. 6373 H.R. 6387 H.R. 6398 H.R. 6409 H.R. 6453 H.R. 6461 H.R. 6500 H.R. 6504 H.R. 6553 H.R. 6623 H.R. 6644 H.R. 6955 H.R. 7023 H.R. 7056 H.R. 7084 H.R. 7085 H.R. 7127 H.R. 7128 H.R. 7257 H.R. 7258 H.R. 7266 H.R. 7291 H.R. 7305 H.R. 7390 H.R. 7450 H.R. 7502 H.R. 7567 H.R. 7688 H.R. 7845 H.R. 8013 H.R. 8045 H.R. 8101 H.R. 8183 H.R. 8210 H.R. 8286 H.R. 8324 H.R. 8338 H.R. 8389 H.R. 8413 H.R. 8477 H.R. 8624 H.R. 8673 H.R. 8714 H.R. 8780 H.R. 8790 H.R. 8800 H.R. 8870 H.R. 9194 H.R. 9224 H.R. 9238 H.R. 9250 H.R. 9310 H.R. 9317 S. 199 S. 351 S. 424 S. 492 S. 495 S. 577 S. 714 S. 796 S. 844 S. 985 S. 1071 S. 1241 S. 1323 S. 1367 S. 1404 S. 1462 S. 1596 S. 1686 S. 1705 S. 1748 S. 1808 S. 1839 S. 1843 S. 1847 S. 1877 S. 2228 S. 2260 S. 2296 S. 2511 S. 2651 S. 2658 S. 2714 S. 2827 S. 2828 S. 2875 S. 2924 S. 2934 S. 3170 S. 3180 S. 3305 S. 3332 S. 3404 S. 3578 S. 3605 S. 3671 S. 3800 S. 3808 S. 3822 S. 3826 S. 3841 S. 3931 S. 3947 S. 3967 S. 3971 S. 4016 S. 4055 S. 4071 S. 4217 S. 4221 S. 4360 S. 4463 S. 4506 S. 4615 S. 4639 S. 4746 S. 4753 S. 4784 S. 4815 S. 4850 S.Con.Res. 14 S.J.Res. 11 S.J.Res. 12 S.J.Res. 18 S.J.Res. 28 S.J.Res. 36 S.J.Res. 45 S.J.Res. 46 S.J.Res. 47 S.J.Res. 55

Lobbying reported · Transamerica Companies · Jul 20

Transamerica Companies reported 2nd Quarter (Apr 1 - June 30) lobbying for Transamerica Companies — $180,000

BillsH.R. 1013 H.R. 1777 H.R. 2547 S. 424 S. 1335 S. 1561

Lobbying reported · American Bankers Association · Jul 20

American Bankers Association reported 2nd Quarter (Apr 1 - June 30) lobbying for American Bankers Association — $3,510,000

Lobbying reported · Insured Retirement Institute · Jul 20

Insured Retirement Institute reported 2nd Quarter (Apr 1 - June 30) lobbying for Insured Retirement Institute — $180,000

Lobbying reported · Lpl Financial · Jul 20

Lpl Financial reported 2nd Quarter (Apr 1 - June 30) lobbying for Lpl Financial — $600,000

BillsH.R. 1013 H.R. 2089 S. 424 S. 1707 S. 1831 S. 1877

Lobbying reported · Ameriprise Financial · Jul 20

Ameriprise Financial reported 2nd Quarter (Apr 1 - June 30) lobbying for Ameriprise Financial — $280,000

Lobbying reported · Porterfield, Fettig & Sears · Jul 20

Porterfield, Fettig & Sears reported 2nd Quarter (Apr 1 - June 30) lobbying for Tiaa — $30,000

BillsH.R. 1013 H.R. 3383 S. 424

Lobbying reported · Porterfield, Fettig & Sears · Jul 20

Porterfield, Fettig & Sears reported 2nd Quarter (Apr 1 - June 30) lobbying for Prudential Financial — $40,000

BillsH.R. 1013 H.R. 3383 S. 424

Lobbying reported · Cgcn Group · Jul 20

Cgcn Group reported 2nd Quarter (Apr 1 - June 30) lobbying for American Retirement Association — $60,000

BillsH.R. 1013 H.R. 2696 H.R. 3383 H.R. 4548 H.R. 6450 H.R. 7362 H.R. 8314 H.R. 8783 H.R. 8837 S. 424 S. 1526 S. 1840 S. 3352 S. 4511

Lobbying reported · Prudential Financial · Jul 20

Prudential Financial reported 2nd Quarter (Apr 1 - June 30) lobbying for Prudential Financial — $237,000

BillsH.R. 1 H.R. 1013 H.R. 2547 H.R. 3682 S. 424 S. 1335

Lobbying reported · American Association for Justice · Jul 20

American Association for Justice reported 2nd Quarter (Apr 1 - June 30) lobbying for American Association for Justice — $1,840,000

BillsH.R. 1 H.R. 471 H.R. 1013 H.R. 1109 H.R. 1306 H.R. 1354 H.R. 1526 H.R. 1566 H.R. 1656 H.R. 1702 H.R. 1732 H.R. 1789 H.R. 1929 H.R. 1941 H.R. 2049 H.R. 2110 H.R. 2444 H.R. 2481 H.R. 2675 H.R. 2794 H.R. 2988 H.R. 3132 H.R. 3149 H.R. 3151 H.R. 3509 H.R. 3512 H.R. 3548 H.R. 3633 H.R. 3838 H.R. 3921 H.R. 4121 H.R. 4171 H.R. 4275 H.R. 4312 H.R. 4552 H.R. 4624 H.R. 4754 H.R. 4776 H.R. 5115 H.R. 5169 H.R. 5267 H.R. 5268 H.R. 5337 H.R. 5350 H.R. 5437 H.R. 5511 H.R. 5775 H.R. 6084 H.R. 6091 H.R. 6149 H.R. 6172 H.R. 6212 H.R. 6253 H.R. 6257 H.R. 6265 H.R. 6273 H.R. 6333 H.R. 6350 H.R. 6453 H.R. 6488 H.R. 6489 H.R. 6687 H.R. 6699 H.R. 6938 H.R. 7015 H.R. 7127 H.R. 7148 H.R. 7290 H.R. 7372 H.R. 7389 H.R. 7390 H.R. 7539 H.R. 7567 H.R. 7601 H.R. 7757 H.R. 7934 H.R. 8141 H.R. 8218 H.R. 8413 H.R. 8800 H.R. 8870 H.R. 9137 H.R. 9170 H.R. 9330 S. 140 S. 146 S. 246 S. 278 S. 424 S. 467 S. 524 S. 836 S. 841 S. 907 S. 1206 S. 1281 S. 1291 S. 1367 S. 1462 S. 1541 S. 1586 S. 1748 S. 1829 S. 2324 S. 2431 S. 2465 S. 2703 S. 2811 S. 2975 S. 3023 S. 3062 S. 3187 S. 3243 S. 3470 S. 3546 S. 3755 S. 3966 S. 4199 S. 4349 S. 4407 S. 4668 S. 4855 S. 4940

Lobbying reported · American Council of Life Insurers (ACLI) · Jul 20

American Council of Life Insurers (ACLI) reported 2nd Quarter (Apr 1 - June 30) lobbying for American Council of Life Insurers (ACLI) — $1,103,598

Lobbying reported · American Council of Life Insurers (ACLI) · Jul 20

American Council of Life Insurers (ACLI) reported 2nd Quarter (Apr 1 - June 30) lobbying for American Council of Life Insurers (ACLI) — $1,103,598

Lobbying reported · Willis North America · Jul 20

Willis North America reported 2nd Quarter (Apr 1 - June 30) lobbying for Willis North America — $90,000

BillsH.R. 1013 H.R. 5463 H.R. 8324 S. 424 S. 2875

Lobbying reported · Franklin Resources, Inc. (franklin Templeton) And Affiliates · Jul 20

Franklin Resources, Inc. (franklin Templeton) And Affiliates reported 2nd Quarter (Apr 1 - June 30) lobbying for Franklin Resources, Inc. (franklin Templeton) And Affiliates — $270,000

BillsH.R. 1 H.R. 1013 H.R. 2225 H.R. 2696 H.R. 3339 H.R. 3383 H.R. 3394 H.R. 3633 H.R. 3682 H.R. 6084 H.R. 8800 H.R. 9175 S. 424 S. 1071 S. 1526 S. 1808 S. 1877 S. 3578 S. 3755 S. 4356 S. 4784

Lobbying reported · Vanguard Group · Jul 20

Vanguard Group reported 2nd Quarter (Apr 1 - June 30) lobbying for Vanguard Group — $670,000

BillsH.R. 1013 H.R. 2089 H.R. 3383 H.R. 3682 H.R. 8265 S. 424 S. 1670 S. 1877 S. 3578

Lobbying reported · Symetra Life Insurance · Jul 20

Symetra Life Insurance reported 2nd Quarter (Apr 1 - June 30) lobbying for Symetra Life Insurance

BillsH.R. 1013 H.R. 3383