H.R. 1013: Retirement Fairness for Charities and Educational Institutions Act of 2025
Bill · 119th Congress (2025–2026). Passed House, 11 Nov 2026. Introduced 5 Feb 2025.
Official title: To amend the Federal securities laws to enhance 403(b) plans, and for other purposes.
Vote results
- House, 11 Nov 2026: Passed, 295 Yea, 128 Nay, 0 Present, 10 Not voting. The House’s roll call
- Senate: not yet considered.
- President: Not before the President yet: both chambers must pass it first.
How each member voted
Senate
Not yet considered.
House
Yea (295): Harold Rogers (R-KY-5); Christopher H. Smith (R-NJ-4); Steny H. Hoyer (D-MD-5); Marcy Kaptur (D-OH-9); Ken Calvert (R-CA-41); Nydia M. Velázquez (D-NY-7); Frank D. Lucas (R-OK-3); Zoe Lofgren (D-CA-18); Robert B. Aderholt (R-AL-4); Brad Sherman (D-CA-32); Michael K. Simpson (R-ID-2); Mike Thompson (D-CA-4); Pete Sessions (R-TX-17); Sam Graves (R-MO-6); Joe Wilson (R-SC-2); John R. Carter (R-TX-31); Tom Cole (R-OK-4); Mario Diaz-Balart (R-FL-26); Mike Rogers (R-AL-3); Linda T. Sánchez (D-CA-38); Michael R. Turner (R-OH-10); Darrell Issa (R-CA-48); Jim Costa (D-CA-21); Henry Cuellar (D-TX-28); Virginia Foxx (R-NC-5); Michael T. McCaul (R-TX-10); Gwen Moore (D-WI-4); Debbie Wasserman Schultz (D-FL-25); Doris O. Matsui (D-CA-7); Gus M. Bilirakis (R-FL-12); Vern Buchanan (R-FL-16); Joe Courtney (D-CT-2); Jim Jordan (R-OH-4); Adrian Smith (R-NE-3); Robert E. Latta (R-OH-5); Robert J. Wittman (R-VA-1); Steve Scalise (R-LA-1); Tim Walberg (R-MI-5); Brett Guthrie (R-KY-2); James A. Himes (D-CT-4); Tom McClintock (R-CA-5); Glenn Thompson (R-PA-15); Mike Quigley (D-IL-5); Bill Foster (D-IL-11); Eric A. "Rick" Crawford (R-AR-1); Scott DesJarlais (R-TN-4); Charles J. "Chuck" Fleischmann (R-TN-3); Paul A. Gosar (R-AZ-9); H. Morgan Griffith (R-VA-9); Andy Harris (R-MD-1); Bill Huizenga (R-MI-4); Mike Kelly (R-PA-16); David Schweikert (R-AZ-1); Austin Scott (R-GA-8); Daniel Webster (R-FL-11); Steve Womack (R-AR-3); Mark E. Amodei (R-NV-2); Suzan K. DelBene (D-WA-1); Thomas Massie (R-KY-4); Andy Barr (R-KY-6); Joyce Beatty (D-OH-3); Ami Bera (D-CA-6); Richard Hudson (R-NC-9); David P. Joyce (R-OH-14); Scott Perry (R-PA-10); Scott H. Peters (D-CA-50); Juan Vargas (D-CA-52); Ann Wagner (R-MO-2); Randy K. Weber, Sr. (R-TX-14); Roger Williams (R-TX-25); Jason Smith (R-MO-8); Donald Norcross (D-NJ-1); Rick W. Allen (R-GA-12); Brian Babin (R-TX-36); Donald S. Beyer, Jr. (D-VA-8); Mike Bost (R-IL-12); Brendan F. Boyle (D-PA-2); Earl L. "Buddy" Carter (R-GA-1); Ed Case (D-HI-1); Tom Emmer (R-MN-6); Glenn Grothman (R-WI-6); J. French Hill (R-AR-2); Barry Loudermilk (R-GA-11); John R. Moolenaar (R-MI-2); Dan Newhouse (R-WA-4); Gary J. Palmer (R-AL-6); David Rouzer (R-NC-7); Bruce Westerman (R-AR-4); Bradley Scott Schneider (D-IL-10); David G. Valadao (R-CA-22); Trent Kelly (R-MS-1); Darin LaHood (R-IL-16); Warren Davidson (R-OH-8); James Comer (R-KY-1); Jodey C. Arrington (R-TX-19); Don Bacon (R-NE-2); Nanette Diaz Barragán (D-CA-44); Jack Bergman (R-MI-1); Andy Biggs (R-AZ-5); Salud O. Carbajal (D-CA-24); Brian K. Fitzpatrick (R-PA-1); Vicente Gonzalez (D-TX-34); Josh Gottheimer (D-NJ-5); Clay Higgins (R-LA-3); Steven Horsford (D-NV-4); Pramila Jayapal (D-WA-7); Mike Johnson (R-LA-4); David Kustoff (R-TN-8); Brian J. Mast (R-FL-21); Jimmy Panetta (D-CA-19); John H. Rutherford (R-FL-5); Lloyd Smucker (R-PA-11); Darren Soto (D-FL-9); Ron Estes (R-KS-4); Ralph Norman (R-SC-5); Thomas R. Suozzi (D-NY-3); Michael Cloud (R-TX-27); Troy Balderson (R-OH-12); Kevin Hern (R-OK-1); Joseph D. Morelle (D-NY-25); Mary Gay Scanlon (D-PA-5); Marlin A. Stutzman (R-IN-3); James R. Baird (R-IN-4); Tim Burchett (R-TN-2); Sean Casten (D-IL-6); Ben Cline (R-VA-6); Angie Craig (D-MN-2); Dan Crenshaw (R-TX-2); Sharice Davids (D-KS-3); Madeleine Dean (D-PA-4); Veronica Escobar (D-TX-16); Lizzie Fletcher (D-TX-7); Russ Fulcher (R-ID-1); Jared F. Golden (D-ME-2); Lance Gooden (R-TX-5); Michael Guest (R-MS-3); Josh Harder (D-CA-9); Chrissy Houlahan (D-PA-6); Dusty Johnson (R-SD-AL); John Joyce (R-PA-13); Susie Lee (D-NV-3); Daniel Meuser (R-PA-9); Carol D. Miller (R-WV-1); Chris Pappas (D-NH-1); Ayanna Pressley (D-MA-7); Guy Reschenthaler (R-PA-14); John W. Rose (R-TN-6); Chip Roy (R-TX-21); Kim Schrier (D-WA-8); Greg Stanton (D-AZ-4); Pete Stauber (R-MN-8); Bryan Steil (R-WI-1); W. Gregory Steube (R-FL-17); Haley M. Stevens (D-MI-11); William R. Timmons IV (R-SC-4); Lori Trahan (D-MA-3); Jefferson Van Drew (R-NJ-2); Claudia Tenney (R-NY-24); Gregory F. Murphy (R-NC-3); Thomas P. Tiffany (R-WI-7); Ryan K. Zinke (R-MT-1); Jake Auchincloss (D-MA-4); Cliff Bentz (R-OR-2); Stephanie I. Bice (R-OK-5); Kat Cammack (R-FL-3); Andrew S. Clyde (R-GA-9); Pat Fallon (R-TX-4); Randy Feenstra (R-IA-4); Cleo Fields (D-LA-6); Michelle Fischbach (R-MN-7); Scott Fitzgerald (R-WI-5); Scott Franklin (R-FL-18); Andrew R. Garbarino (R-NY-2); Carlos A. Gimenez (R-FL-28); Diana Harshbarger (R-TN-1); Ashley Hinson (R-IA-2); Ronny Jackson (R-TX-13); Young Kim (R-CA-40); Nancy Mace (R-SC-1); Nicole Malliotakis (R-NY-11); Tracey Mann (R-KS-1); Lisa C. McClain (R-MI-9); Mary E. Miller (R-IL-15); Mariannette Miller-Meeks (R-IA-1); Barry Moore (R-AL-1); Blake D. Moore (R-UT-1); Frank J. Mrvan (D-IN-1); Troy E. Nehls (R-TX-22); Jay Obernolte (R-CA-23); Burgess Owens (R-UT-4); August Pfluger (R-TX-11); Victoria Spartz (R-IN-5); Marilyn Strickland (D-WA-10); Ritchie Torres (D-NY-15); Beth Van Duyne (R-TX-24); Julia Letlow (R-LA-5); Jake Ellzey (R-TX-6); Mike Carey (R-OH-15); Mike Flood (R-NE-1); Brad Finstad (R-MN-1); Rudy Yakym III (R-IN-2); Mark Alford (R-MO-4); Aaron Bean (R-FL-4); Josh Brecheen (R-OK-2); Nikki Budzinski (D-IL-13); Eric Burlison (R-MO-7); Juan Ciscomani (R-AZ-6); Gilbert Ray Cisneros, Jr. (D-CA-31); Mike Collins (R-GA-10); Elijah Crane (R-AZ-2); Donald G. Davis (D-NC-1); Chuck Edwards (R-NC-11); Mike Ezell (R-MS-4); Russell Fry (R-SC-7); Harriet M. Hageman (R-WY-AL); Erin Houchin (R-IN-9); Wesley Hunt (R-TX-38); John James (R-MI-10); Thomas H. Kean, Jr. (R-NJ-7); Jennifer A. Kiggans (R-VA-2); Kevin Kiley (I-CA-3); Nick LaLota (R-NY-1); Nicholas A. Langworthy (R-NY-23); Michael Lawler (R-NY-17); Laurel M. Lee (R-FL-15); Morgan Luttrell (R-TX-8); Richard McCormick (R-GA-7); Max L. Miller (R-OH-7); Cory Mills (R-FL-7); Nathaniel Moran (R-TX-1); Jared Moskowitz (D-FL-23); Zachary Nunn (R-IA-3); Andrew Ogles (R-TN-5); Brittany Pettersen (D-CO-7); Hillary J. Scholten (D-MI-3); Keith Self (R-TX-3); Eric Sorensen (D-IL-17); Dale W. Strong (R-AL-5); Shri Thanedar (D-MI-13); Derrick Van Orden (R-WI-3); Gabe Vasquez (D-NM-2); Celeste Maloy (R-UT-2); Vince Fong (R-CA-20); Michael A. Rulli (R-OH-6); Tony Wied (R-WI-8); Tom Barrett (R-MI-7); Michael Baumgartner (R-WA-5); Nicholas J. Begich III (R-AK-AL); Sheri Biggs (R-SC-3); Robert P. Bresnahan, Jr. (R-PA-8); Janelle S. Bynum (D-OR-5); Jeff Crank (R-CO-5); Troy Downing (R-MT-2); Gabe Evans (R-CO-8); Julie Fedorchak (R-ND-AL); Brandon Gill (R-TX-26); Laura Gillen (D-NY-4); Craig A. Goldman (R-TX-12); Maggie Goodlander (D-NH-2); Adam Gray (D-CA-13); Abraham J. Hamadeh (R-AZ-8); Mike Haridopolos (R-FL-8); Pat Harrigan (R-NC-10); Mark Harris (R-NC-8); Jeff Hurd (R-CO-3); Brian Jack (R-GA-3); Julie Johnson (D-TX-32); Mike Kennedy (R-UT-3); Brad Knott (R-NC-13); George Latimer (D-NY-16); Sam T. Liccardo (D-CA-16); Ryan Mackenzie (R-PA-7); John W. Mannion (D-NY-22); Sarah McBride (D-DE-AL); Kristen McDonald Rivet (D-MI-8); Addison P. McDowell (R-NC-6); John J. McGuire III (R-VA-5); Mark B. Messmer (R-IN-8); Riley M. Moore (R-WV-2); Tim Moore (R-NC-14); Robert F. Onder, Jr. (R-MO-3); Nellie Pou (D-NJ-9); Josh Riley (D-NY-19); Derek Schmidt (R-KS-2); Jefferson Shreve (R-IN-6); David J. Taylor (R-OH-2); Derek Tran (D-CA-45); Eugene Simon Vindman (D-VA-7); George Whitesides (D-CA-27); Randy Fine (R-FL-6); Jimmy Patronis (R-FL-1); James R. Walkinshaw (D-VA-11); Matt Van Epps (R-TN-7); Clay Fuller (R-GA-14); James Gallagher (R-CA-1).
Nay (128): Frank Pallone, Jr. (D-NJ-6); Richard E. Neal (D-MA-1); Rosa L. DeLauro (D-CT-3); Maxine Waters (D-CA-43); Jerrold Nadler (D-NY-12); Sanford D. Bishop, Jr. (D-GA-2); James E. Clyburn (D-SC-6); Robert C. "Bobby" Scott (D-VA-3); Bennie G. Thompson (D-MS-2); Lloyd Doggett (D-TX-37); Danny K. Davis (D-IL-7); Diana DeGette (D-CO-1); James P. McGovern (D-MA-2); Adam Smith (D-WA-9); Gregory W. Meeks (D-NY-5); John B. Larson (D-CT-1); Janice D. Schakowsky (D-IL-9); Rick Larsen (D-WA-2); Betty McCollum (D-MN-4); Stephen F. Lynch (D-MA-8); Emanuel Cleaver (D-MO-5); Al Green (D-TX-9); Kathy Castor (D-FL-14); Yvette D. Clarke (D-NY-9); Steve Cohen (D-TN-9); Henry C. "Hank" Johnson, Jr. (D-GA-4); André Carson (D-IN-7); Chellie Pingree (D-ME-1); Paul Tonko (D-NY-20); Judy Chu (D-CA-28); John Garamendi (D-CA-8); William R. Keating (D-MA-9); Terri A. Sewell (D-AL-7); Frederica S. Wilson (D-FL-24); Dina Titus (D-NV-1); Kweisi Mfume (D-MD-7); Suzanne Bonamici (D-OR-1); Julia Brownley (D-CA-26); Joaquin Castro (D-TX-20); Lois Frankel (D-FL-22); Jared Huffman (D-CA-2); Hakeem S. Jeffries (D-NY-8); Grace Meng (D-NY-6); Mark Pocan (D-WI-2); Raul Ruiz (D-CA-25); Mark Takano (D-CA-39); Marc A. Veasey (D-TX-33); Robin L. Kelly (D-IL-2); Katherine M. Clark (D-MA-5); Alma S. Adams (D-NC-12); Pete Aguilar (D-CA-33); Mark DeSaulnier (D-CA-10); Debbie Dingell (D-MI-6); Ted Lieu (D-CA-36); Norma J. Torres (D-CA-35); Bonnie Watson Coleman (D-NJ-12); Dwight Evans (D-PA-3); Adriano Espaillat (D-NY-13); Ro Khanna (D-CA-17); Raja Krishnamoorthi (D-IL-8); Jamie Raskin (D-MD-8); Jimmy Gomez (D-CA-34); Jason Crow (D-CO-6); Sylvia R. Garcia (D-TX-29); Jesús G. "Chuy" García (D-IL-4); Jahana Hayes (D-CT-5); Mike Levin (D-CA-49); Lucy McBath (D-GA-6); Joe Neguse (D-CO-2); Alexandria Ocasio-Cortez (D-NY-14); Ilhan Omar (D-MN-5); Rashida Tlaib (D-MI-12); Lauren Underwood (D-IL-14); Sara Jacobs (D-CA-51); Teresa Leger Fernandez (D-NM-3); Deborah K. Ross (D-NC-2); Nikema Williams (D-GA-5); Troy A. Carter (D-LA-2); Melanie A. Stansbury (D-NM-1); Shontel M. Brown (D-OH-11); Patrick Ryan (D-NY-18); Becca Balint (D-VT-AL); Greg Casar (D-TX-35); Jasmine Crockett (D-TX-30); Christopher R. Deluzio (D-PA-17); Valerie P. Foushee (D-NC-4); Maxwell Frost (D-FL-10); Robert Garcia (D-CA-42); Marie Gluesenkamp Perez (D-WA-3); Daniel S. Goldman (D-NY-10); Val T. Hoyle (D-OR-4); Glenn Ivey (D-MD-4); Jonathan L. Jackson (D-IL-1); Sydney Kamlager-Dove (D-CA-37); Greg Landsman (D-OH-1); Summer L. Lee (D-PA-12); Seth Magaziner (D-RI-2); Morgan McGarvey (D-KY-3); Robert Menendez (D-NJ-8); Kevin Mullin (D-CA-15); Delia C. Ramirez (D-IL-3); Andrea Salinas (D-OR-6); Emilia Strong Sykes (D-OH-13); Jill N. Tokuda (D-HI-2); Jennifer L. McClellan (D-VA-4); Gabe Amo (D-RI-1); Timothy M. Kennedy (D-NY-26); LaMonica McIver (D-NJ-10); Yassamin Ansari (D-AZ-3); Wesley Bell (D-MO-1); Herbert C. Conaway, Jr. (D-NJ-3); Maxine Dexter (D-OR-3); Sarah Elfreth (D-MD-3); Shomari Figures (D-AL-2); Laura Friedman (D-CA-30); April McClain Delaney (D-MD-6); Dave Min (D-CA-47); Kelly Morrison (D-MN-3); Johnny Olszewski, Jr. (D-MD-2); Emily Randall (D-WA-6); Luz M. Rivas (D-CA-29); Lateefah Simon (D-CA-12); Suhas Subramanyam (D-VA-10); Adelita S. Grijalva (D-AZ-7); Christian D. Menefee (D-TX-18); Analilia Mejia (D-NJ-11); Everton Blair Jr. (D-GA-13); Aisha Wahab (D-CA-14).
Not voting (10): Nancy Pelosi (D-CA-11); Seth Moulton (D-MA-6); Elise M. Stefanik (R-NY-21); J. Luis Correa (D-CA-46); Neal P. Dunn (R-FL-2); Lauren Boebert (R-CO-4); Byron Donalds (R-FL-19); Maria Elvira Salazar (R-FL-27); Monica De La Cruz (R-TX-15); Anna Paulina Luna (R-FL-13).
Not in office (12): David Scott (D-GA-13); Raúl M. Grijalva (D-AZ-7); Gerald E. Connolly (D-VA-11); Eric Swalwell (D-CA-14); Doug LaMalfa (R-CA-1); Mikie Sherrill (D-NJ-11); Mark E. Green (R-TN-7); Michael Waltz (R-FL-6); Tony Gonzales (R-TX-23); Marjorie Taylor Greene (R-GA-14); Sheila Cherfilus-McCormick (D-FL-20); Sylvester Turner (D-TX-18).
Summary
Main subject: Amends the Investment Company Act of 1940, the Securities Act of 1933 and the Securities Exchange Act of 1934 to add retirement plans that meet section 403(b) of the Internal Revenue Code to provisions of those laws. Sec. 2
Its core areas: Treatment of 403(b) retirement plans under federal securities laws.
Unexpected Items: 0 provisions
What it does
- Sec. 2: Rewrites Section 3(c)(11) of the Investment Company Act of 1940 to list five kinds of trusts, accounts and funds, including bank collective trust funds and insurance company separate accounts.
- Sec. 2: Adds 403(b) plans to the bank collective trust fund item if the plan is subject to title I of ERISA, the employer agrees to act as a fiduciary for selecting the plan's investments, or the plan is a governmental plan.
- Sec. 2: Requires, for governmental 403(b) plans under that item, that the employer, a plan fiduciary, or another person acting for the employer reviews and approves each investment alternative before it is offered to participants.
- Sec. 2: Adds contributions to certain 403(b) plans to the sources from which a separate account's assets may be derived under Section 3(c)(11) of the Investment Company Act of 1940.
- Sec. 2: Amends Section 3(a)(2) of the Securities Act of 1933 and Section 3(a)(12)(C) of the Securities Exchange Act of 1934 to add 403(b) plans meeting the same conditions, and limits the existing annuity-contract clause to plans not otherwise described.
- Sec. 2: Amends Section 12(g)(2)(H) of the Securities Exchange Act of 1934 to add a plan described in section 3(a)(12)(C)(iv) of that Act to its list.
Written automatically from the official text by Claude Sonnet 5.5, an AI model. Written 12 Nov 2026 and published after the automatic checks, without a person reading it first. Every line names the section it came from.