H.R. 3063 · 118th Congress

Retirement Fairness for Charities and Educational Institutions Act of 2023

Introduced on May 2, 2023 by Frank D. Lucas (R-OK-3). 16 cosponsors, 10 of them from another party. Latest action (Dec 12, 2023): Placed on the Union Calendar, Calendar No. 251.

Stage
Reported by committee
Introduced
May 2, 2023
Cosponsors
16
10 from the other party
Policy area
Labor and Employment
Open in the Congress explorerCongress.govAlert me

Progress

The furthest stage the measure reached. Simple and concurrent resolutions do not go to the President.

  1. Introduced
  2. Reported by committee
  3. 3Passed one chamber
  4. 4Passed both chambers
  5. 5Sent to the President
  6. 6Became law

Official title

To amend the Federal securities laws to enhance 403(b) plans, and for other purposes.

Subjects

  • Employee benefits and pensions
  • Financial services and investments
  • Government employee pay, benefits, personnel management
  • Religion
  • Social work, volunteer service, charitable organizations

Summary

The Congressional Research Service has not summarized this measure yet.

Sponsor and cosponsors

Cosponsors by party as of the day they signed on. Original cosponsors signed on the day of introduction.

Frank D. LucasR-OK-3Sponsor

Democrats · 10

Republicans · 6

Roll calls

Recorded votes on the measure. Most measures move by voice vote or unanimous consent, which record no individual positions.

No recorded roll call on this measure: it moved by voice vote or unanimous consent, or has not reached the floor.

History

Every action as published, oldest first. Roll calls link to how each member voted.

  1. May 2, 2023Introduced in House
  2. May 2, 2023Introduced in House
  3. May 2, 2023 · HouseReferred to the House Committee on Financial Services.
  4. May 24, 2023 · HouseCommittee Consideration and Mark-up Session Held
  5. May 24, 2023 · HouseOrdered to be Reported in the Nature of a Substitute (Amended) by the Yeas and Nays: 35 - 12.
  6. Dec 12, 2023Reported (Amended) by the Committee on Financial Services. H. Rept. 118-311.
  7. Dec 12, 2023 · HouseReported (Amended) by the Committee on Financial Services. H. Rept. 118-311.
  8. Dec 12, 2023 · HousePlaced on the Union Calendar, Calendar No. 251.

Committees

Committees and subcommittees the measure was referred to.

Agencies in its committees' jurisdiction

Analisa's mapping of committee jurisdiction to federal agencies; the bill may touch others, or none of these.

Who lobbied on it

Organizations whose lobbying reports (LD-2) name this measure. Spending is what they reported for those quarters on all issues, not on this measure alone.

  1. INSURED RETIREMENT INSTITUTE12 reports
    $1.2M reported (all issues)
  2. THE VANGUARD GROUP10 reports
    $2.9M reported (all issues)
  3. AZOA Services Corp(Allianz of America)9 reports
    $4.6M reported (all issues)
  4. INVESTMENT COMPANY INSTITUTE9 reports
    $6.9M reported (all issues)
  5. American Retirement Association8 reports
    $325K reported (all issues)
  6. INVESCO HOLDING COMPANY (US), INC.6 reports
    $1.7M reported (all issues)
  7. AMERICAN BENEFITS COUNCIL5 reports
  8. AMERIPRISE FINANCIAL INC.5 reports
    $1.4M reported (all issues)
  9. AON CORPORATION5 reports
    $1.2M reported (all issues)
  10. American Bankers Association5 reports
    $8.5M reported (all issues)Federal contractor: AMERICAN BANKERS ASSOCIATIONAI match · 100%
  11. Aon Service Corporation5 reports
    $250K reported (all issues)
  12. COMMITTEE OF ANNUITY INSURERS5 reports
  13. Chamber of Commerce of the U.S.A.5 reports
    $93.5M reported (all issues)
  14. FRANKLIN RESOURCES, INC. (FRANKLIN TEMPLETON)5 reports
    $2M reported (all issues)
  15. LINCOLN NATIONAL CORPORATION5 reports
    $1.1M reported (all issues)
  16. MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY5 reports
  17. NATIONWIDE MUTUAL INSURANCE COMPANY5 reports
    $3M reported (all issues)
  18. Principal Financial Group5 reports
    $2.6M reported (all issues)
  19. TIAA5 reports
    $1.8M reported (all issues)
  20. TRANSAMERICA5 reports
    $1.2M reported (all issues)
  21. The SPARK Institute5 reports
  22. American Federation of Teachers4 reports
    $1.2M reported (all issues)
  23. CMFG LIFE INSURANCE COMPANY4 reports
    $470K reported (all issues)
  24. EMPOWER RETIREMENT LLC4 reports
    $50K reported (all issues)
  25. SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION4 reports
    $7.6M reported (all issues)
  26. The University of North Carolina System4 reports
    $460K reported (all issues)Federal contractor: UNIVERSITY OF NORTH CAROLINA SYSTEM OFFICEAI match · 100%
  27. AMERICAN COUNCIL OF LIFE INSURERS3 reports
    $3M reported (all issues)
  28. CHURCH ALLIANCE3 reports
    $330K reported (all issues)
  29. T. ROWE PRICE GROUP, INC.2 reports
    $40K reported (all issues)
  30. AARP1 report
    $5.1M reported (all issues)
  31. Invesco Group Services, Inc, (FKA Invesco Holding Company (US), Inc.)1 report
    $410K reported (all issues)
  32. Invesco Group Services, Inc.1 report
    $390K reported (all issues)
  33. PACIFIC LIFE INSURANCE COMPANY1 report
    $390K reported (all issues)
  34. PRUDENTIAL FINANCIAL, INC.1 report
    $1.4M reported (all issues)
  35. THE AMERICAN SOCIETY OF PENSION PROFESSIONALS AND ACTUARIES1 report
    $367.8K reported (all issues)

Reports filed in 2023, 2024, 2025, 2026.

Sources and method

Every figure on this page traces to these records.

  • Bill status: bills and resolutions, sponsors, actions, subjects and CRS summaries (U.S. Government Publishing Office (GovInfo), from Congress.gov (Library of Congress))GovInfo Bill Status bulk data (Congress.gov; summaries by the Congressional Research Service) · data current to Oct 10, 2026 · loaded Oct 10, 2026 · license: Public domain (U.S. Government work, 17 U.S.C. § 105)
  • Members of Congress, their terms, committees and identifiers (The @unitedstates project (from the Biographical Directory of the U.S. Congress, the House and the Senate))unitedstates/congress-legislators: legislators, committees and current committee membership · data current to Oct 3, 2026 · loaded Oct 3, 2026 · license: CC0 1.0 (public domain dedication)
  • House roll-call votes (Office of the Clerk, U.S. House of Representatives)Office of the Clerk, U.S. House of Representatives, roll-call vote records · data current to Oct 3, 2026 · loaded Oct 3, 2026 · license: Public domain (U.S. Government work, 17 U.S.C. § 105)
  • Senate roll-call votes and DW-NOMINATE scores (Voteview (UCLA Department of Political Science))Lewis, Jeffrey B., Keith Poole, Howard Rosenthal, Adam Boche, Aaron Rudkin, and Luke Sonnet (2026). Voteview: Congressional Roll-Call Votes Database. https://voteview.com/ · data current to Oct 3, 2026 · loaded Oct 3, 2026 · license: Free to use with the required citation
  • Lobbying disclosures (LD-1 registrations, LD-2 quarterly reports, LD-203 contribution reports) (Clerk of the U.S. House of Representatives)Clerk of the House, Lobbying Disclosure Act filings (organizations only; lobbyists' names are not loaded) · data current to Oct 10, 2026 · loaded Oct 10, 2026 · license: Public domain (U.S. Government work, 17 U.S.C. § 105)
  • Positions are shown only where a roll call recorded them; voice votes and unanimous consent record none.
  • Money and votes are shown side by side; neither explains the other.