Senate Files

Bills

H.R. 1013 119th Congress

Retirement Fairness for Charities and Educational Institutions Act of 2025

Latest action, Nov 28, 2025: Placed on the Union Calendar, Calendar No. 340.

How the Senate voted

The Senate hasn't taken a roll call on this bill in the Congresses covered.

24 cosponsors

Sponsored by Rep. Lucas, Frank D. [R-OK-3] (Republican). Cosponsors by party, House members included:

  • Democrats
  • Republicans
  • Independents
Cosponsors
19 D · 5 R

Referred to: House: Financial Services Committee

Who lobbied on it

Clients whose quarterly lobbying reports named it, each quarter.

47 clientsQ1 2025Q3 2026

The clients with the most reports naming it. A report's amount covers all of that client's lobbying in the quarter, not just this bill.

AMERICAN BANKERS ASSOCIATION
7 reports
AMERICAN BENEFITS COUNCIL
DAVIS & HARMAN LLP
7 reports
AMERICAN COUNCIL OF LIFE INSURERS
7 reports
AMERIPRISE FINANCIAL, INC.
7 reports
CMFG LIFE INSURANCE COMPANY
7 reports
COMMITTEE OF ANNUITY INSURERS
DAVIS & HARMAN LLP
7 reports
EMPOWER RETIREMENT LLC
DAVIS & HARMAN LLP
7 reports
FRANKLIN TEMPLETON, INC. AND AFFILIATES (FORMERLY FRANKLIN RESOURCES, INC.)
7 reports
INSURED RETIREMENT INSTITUTE
7 reports
LINCOLN NATIONAL CORPORATION
DAVIS & HARMAN LLP
7 reports
LPL FINANCIAL
7 reports
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
DAVIS & HARMAN LLP
7 reports
MISSIONSQUARE RETIREMENT
7 reports
MISSIONSQUARE RETIREMENT
DAVIS & HARMAN LLP
7 reports
NATIONWIDE INSURANCE COMPANIES
DAVIS & HARMAN LLP
7 reports
All 25 of 53 clients
ClientLobbying firmReportsReports totalingFromToSenate
AMERICAN BANKERS ASSOCIATION7$17.3MQ1 2025Q3 2026yes
AMERICAN BENEFITS COUNCILDAVIS & HARMAN LLP7$0Q1 2025Q3 2026yes
AMERICAN COUNCIL OF LIFE INSURERS7$10.5MQ1 2025Q3 2026yes
AMERIPRISE FINANCIAL, INC.7$2.6MQ1 2025Q3 2026yes
CMFG LIFE INSURANCE COMPANY7$870KQ1 2025Q3 2026yes
COMMITTEE OF ANNUITY INSURERSDAVIS & HARMAN LLP7$10KQ1 2025Q3 2026yes
EMPOWER RETIREMENT LLCDAVIS & HARMAN LLP7$90KQ1 2025Q3 2026yes
FRANKLIN TEMPLETON, INC. AND AFFILIATES (FORMERLY FRANKLIN RESOURCES, INC.)7$1.9MQ1 2025Q3 2026yes
INSURED RETIREMENT INSTITUTE7$1.3MQ1 2025Q3 2026yes
LINCOLN NATIONAL CORPORATIONDAVIS & HARMAN LLP7$0Q1 2025Q3 2026yes
LPL FINANCIAL7$3.7MQ1 2025Q3 2026yes
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANYDAVIS & HARMAN LLP7$0Q1 2025Q3 2026yes
MISSIONSQUARE RETIREMENT7$840KQ1 2025Q3 2026yes
MISSIONSQUARE RETIREMENTDAVIS & HARMAN LLP7$0Q1 2025Q3 2026yes
NATIONWIDE INSURANCE COMPANIESDAVIS & HARMAN LLP7$30KQ1 2025Q3 2026yes
NORTHERN TRUSTMEHLMAN CONSULTING, INC.7$0Q1 2025Q3 2026yes
PACIFIC LIFE INSURANCE COMPANY7$2.8MQ1 2025Q3 2026yes
PRINCIPAL FINANCIAL GROUP7$4.2MQ1 2025Q3 2026yes
PRUDENTIAL FINANCIALPORTERFIELD, FETTIG & SEARS, LLC7$0Q1 2025Q3 2026yes
PRUDENTIAL FINANCIAL INC7$3.4MQ1 2025Q3 2026yes
SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION7$14.7MQ1 2025Q3 2026yes
SPARK INSTITUTEDAVIS & HARMAN LLP7$30KQ1 2025Q3 2026yes
STATE STREET GLOBAL ADVISORS TRUST COMPANYDAVIS & HARMAN LLP7$60KQ1 2025Q3 2026yes
TIAADAVIS & HARMAN LLP7$0Q1 2025Q3 2026yes
TIAA7$3.4MQ1 2025Q3 2026yes