HR 1013 — Retirement Fairness for Charities and Educational Institutions Act of 2025
Congress 119
Latest action: — Placed on the Union Calendar, Calendar No. 340.
Sponsors
- Lucas, Frank D. (R, OK-3) — sponsor · 2025-02-05
- Lawler, Michael (R, NY-17) — cosponsor
- Scott, David (D, GA-13) — cosponsor
- Neguse, Joe (D, CO-2) — cosponsor
- Davis, Donald G. (D, NC-1) — cosponsor
Lobbied by (20)
LDA filings that named this bill in their activity descriptions. The lobbying firm (registrant) is paid by the client to lobby on this and related issues.
Action timeline
- · H11100 — Referred to the House Committee on Financial Services.
- · Intro-H — Introduced in House
- · 1000 — Introduced in House
- — Ordered to be Reported (Amended) by the Yeas and Nays: 43 - 8.
- — Committee Consideration and Mark-up Session Held
- · H12410 — Placed on the Union Calendar, Calendar No. 340.
- · H12200 — Reported (Amended) by the Committee on Financial Services. H. Rept. 119-390.
- · 5000 — Reported (Amended) by the Committee on Financial Services. H. Rept. 119-390.
Text versions
Connected on the graph
Inbound (25)
| date | from | type | amount | role | source |
|---|---|---|---|---|---|
| — | Neguse, Joe | cosponsor_of_bill | — | cosponsor | sponsorship |
| — | Lawler, Michael | cosponsor_of_bill | — | cosponsor | sponsorship |
| — | Scott, David | cosponsor_of_bill | — | cosponsor | sponsorship |
| — | Davis, Donald G. | cosponsor_of_bill | — | cosponsor | sponsorship |
| 2026-01-01 | COMMITTEE OF ANNUITY INSURERS | lobbies_on_bill | — | H.R. 1013 | lobbying_bill_mention |
| 2026-01-01 | AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES | lobbies_on_bill | — | H.R. 1013 | lobbying_bill_mention |
| 2026-01-01 | LINCOLN NATIONAL CORPORATION | lobbies_on_bill | — | H.R. 1013 | lobbying_bill_mention |
| 2026-01-01 | NATIONWIDE INSURANCE COMPANIES | lobbies_on_bill | — | H.R. 1013 | lobbying_bill_mention |
| 2026-01-01 | MISSIONSQUARE RETIREMENT | lobbies_on_bill | — | H.R. 1013 | lobbying_bill_mention |
| 2026-01-01 | PRINCIPAL FINANCIAL GROUP | lobbies_on_bill | — | HR1013 | lobbying_bill_mention |
| 2026-01-01 | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | lobbies_on_bill | — | H.R. 1013 | lobbying_bill_mention |
| 2026-01-01 | SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION | lobbies_on_bill | — | H.R. 1013 | lobbying_bill_mention |
| 2026-01-01 | EMPOWER RETIREMENT LLC | lobbies_on_bill | — | H.R. 1013 | lobbying_bill_mention |
| 2026-01-01 | VANGUARD GROUP | lobbies_on_bill | — | H.R. 1013 | lobbying_bill_mention |
| 2026-01-01 | SPARK INSTITUTE | lobbies_on_bill | — | H.R. 1013 | lobbying_bill_mention |
| 2026-01-01 | TRANSAMERICA LIFE INSURANCE COMPANY | lobbies_on_bill | — | H.R. 1013 | lobbying_bill_mention |
| 2026-01-01 | CMFG LIFE INSURANCE COMPANY | lobbies_on_bill | — | HR 1013 | lobbying_bill_mention |
| 2026-01-01 | INVESTMENT COMPANY INSTITUTE (ICI) | lobbies_on_bill | — | HR 1013 | lobbying_bill_mention |
| 2026-01-01 | AMERICAN BENEFITS COUNCIL | lobbies_on_bill | — | HR 1013 | lobbying_bill_mention |
| 2026-01-01 | AMERICAN BENEFITS COUNCIL | lobbies_on_bill | — | H.R. 1013 | lobbying_bill_mention |
| 2026-01-01 | MISSIONSQUARE RETIREMENT | lobbies_on_bill | — | H.R. 1013 | lobbying_bill_mention |
| 2026-01-01 | TIAA | lobbies_on_bill | — | H.R. 1013 | lobbying_bill_mention |
| 2026-01-01 | STATE STREET BANK AND TRUST CO. | lobbies_on_bill | — | H.R. 1013 | lobbying_bill_mention |
| 2026-01-01 | NORTHERN TRUST | lobbies_on_bill | — | H.R. 1013 | lobbying_bill_mention |
| 2025-02-05 | Lucas, Frank D. | sponsor_of_bill | — | sponsor | sponsorship |
Outbound (1)
| date | type | to | amount | role | source |
|---|---|---|---|---|---|
| 2025-01-03 | referred_to_committee | House Financial Services Committee | — | congress-committee |
Who matters
Members ranked by combined influence on this bill: role (sponsor 5 / cosponsor 1), capped speech count from the Congressional Record, and recorded-vote engagement.
| # | Member | Role | Speeches | Voted | Score |
|---|---|---|---|---|---|
| 1 | Lucas, Frank D. (R, house OK-3) | sponsor | 0 | — | 5 |
| 2 | Davis, Donald G. (D, house NC-1) | cosponsor | 3 | — | 4 |
| 3 | Lawler, Michael (R, house NY-17) | cosponsor | 1 | — | 2 |
| 4 | Neguse, Joe (D, house CO-2) | cosponsor | 0 | — | 1 |
| 5 | Scott, David (D, house GA-13) | cosponsor | 0 | — | 1 |
Who's influencing them
Orgs ranked by combined money flow on this bill: LDA filings citing the bill + individual contributions in cycle 2026from donors whose employer matches the org name (Schedule A) to any principal committee in the "who matters" list above.
| # | Org | LDA filings | LDA spend | Donor employees | Employee donations | Total |
|---|---|---|---|---|---|---|
| 1 | AMERICAN BENEFITS COUNCIL | 2 | $50,000 | 0 | $0 | $50,000 |
| 2 | NORTHERN TRUST | 1 | $50,000 | 0 | $0 | $50,000 |
| 3 | INVESTMENT COMPANY INSTITUTE (ICI) | 1 | $20,000 | 0 | $0 | $20,000 |
| 4 | not employed | 0 | $0 | 62 | $11,139 | $11,139 |
| 5 | STATE STREET BANK AND TRUST CO. | 1 | $10,000 | 0 | $0 | $10,000 |
| 6 | TIAA | 1 | $10,000 | 0 | $0 | $10,000 |
| 7 | SPARK INSTITUTE | 1 | $10,000 | 0 | $0 | $10,000 |
| 8 | LINCOLN NATIONAL CORPORATION | 1 | $10,000 | 0 | $0 | $10,000 |
| 9 | retired | 0 | $0 | 35 | $7,263 | $7,263 |
| 10 | castle harlan, inc. | 0 | $0 | 1 | $7,000 | $7,000 |
| 11 | cordish companies | 0 | $0 | 1 | $7,000 | $7,000 |
| 12 | berenson partners, llc. | 0 | $0 | 1 | $3,643 | $3,643 |
| 13 | ohio machinery co. | 0 | $0 | 1 | $3,500 | $3,500 |
| 14 | thirdpoint llc | 0 | $0 | 1 | $3,500 | $3,500 |
| 15 | dragonfly | 0 | $0 | 1 | $3,500 | $3,500 |
| 16 | method security | 0 | $0 | 1 | $3,500 | $3,500 |
| 17 | thorsen french advocacy | 0 | $0 | 2 | $3,000 | $3,000 |
| 18 | northwell health | 0 | $0 | 2 | $3,000 | $3,000 |
| 19 | self employed | 0 | $0 | 7 | $2,941 | $2,941 |
| 20 | united states hispanic business counci | 0 | $0 | 1 | $2,500 | $2,500 |
| 21 | healthcare | 0 | $0 | 1 | $2,000 | $2,000 |
| 22 | cordary inc. | 0 | $0 | 1 | $2,000 | $2,000 |
| 23 | regency centers | 0 | $0 | 1 | $1,500 | $1,500 |
| 24 | cerity partners | 0 | $0 | 1 | $1,000 | $1,000 |
| 25 | gulf coast bag, inc. | 0 | $0 | 1 | $1,000 | $1,000 |
Predicted vote
Aggregated from: actual roll-call votes (when present) → sponsor → cosponsor → party median (predicts YES when ≥25% of the caucus sponsored/cosponsored). Each row labels its confidence tier so you can see why a position was predicted.
5 predicted yes (1%) · 3 predicted no (1%) · 535 unknown (98%)
By party: · R: 2 yes / 0 no / 275 unknown · D: 3 yes / 0 no / 260 unknown · I: 0 yes / 3 no
5 high-confidence positions (voted + sponsor + cosponsor)
- Lucas, Frank D. (R · house · OK-3) · sponsor
- Davis, Donald G. (D · house · NC-1) · cosponsor
- Lawler, Michael (R · house · NY-17) · cosponsor
- Neguse, Joe (D · house · CO-2) · cosponsor
- Scott, David (D · house · GA-13) · cosponsor
Activity
Every typed-graph event involving this entity, newest first. Each row is one edge in the influence graph; click the date to jump to its provenance.
- 2026-05-17 · cosponsored by Neguse, Joe (cosponsor) · sponsorship
- 2026-05-17 · cosponsored by Davis, Donald G. (cosponsor) · sponsorship
- 2026-05-17 · cosponsored by Scott, David (cosponsor) · sponsorship
- 2026-05-17 · cosponsored by Lawler, Michael (cosponsor) · sponsorship
- 2026-01-01 · lobbied on by MISSIONSQUARE RETIREMENT (h.r. 1013) · lobbying_bill_mention
- 2026-01-01 · lobbied on by VANGUARD GROUP (h.r. 1013) · lobbying_bill_mention
- 2026-01-01 · lobbied on by EMPOWER RETIREMENT LLC (h.r. 1013) · lobbying_bill_mention
- 2026-01-01 · lobbied on by AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES (h.r. 1013) · lobbying_bill_mention
- 2026-01-01 · lobbied on by PRINCIPAL FINANCIAL GROUP (hr1013) · lobbying_bill_mention
- 2026-01-01 · lobbied on by CMFG LIFE INSURANCE COMPANY (hr 1013) · lobbying_bill_mention
- 2026-01-01 · lobbied on by COMMITTEE OF ANNUITY INSURERS (h.r. 1013) · lobbying_bill_mention
- 2026-01-01 · lobbied on by MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (h.r. 1013) · lobbying_bill_mention
- 2026-01-01 · lobbied on by TRANSAMERICA LIFE INSURANCE COMPANY (h.r. 1013) · lobbying_bill_mention
- 2026-01-01 · lobbied on by INVESTMENT COMPANY INSTITUTE (ICI) (hr 1013) · lobbying_bill_mention
- 2026-01-01 · lobbied on by NORTHERN TRUST (h.r. 1013) · lobbying_bill_mention
- 2026-01-01 · lobbied on by TIAA (h.r. 1013) · lobbying_bill_mention
- 2026-01-01 · lobbied on by MISSIONSQUARE RETIREMENT (h.r. 1013) · lobbying_bill_mention
- 2026-01-01 · lobbied on by AMERICAN BENEFITS COUNCIL (h.r. 1013) · lobbying_bill_mention
- 2026-01-01 · lobbied on by AMERICAN BENEFITS COUNCIL (hr 1013) · lobbying_bill_mention
- 2026-01-01 · lobbied on by SPARK INSTITUTE (h.r. 1013) · lobbying_bill_mention
- 2026-01-01 · lobbied on by STATE STREET BANK AND TRUST CO. (h.r. 1013) · lobbying_bill_mention
- 2026-01-01 · lobbied on by SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION (h.r. 1013) · lobbying_bill_mention
- 2026-01-01 · lobbied on by LINCOLN NATIONAL CORPORATION (h.r. 1013) · lobbying_bill_mention
- 2026-01-01 · lobbied on by NATIONWIDE INSURANCE COMPANIES (h.r. 1013) · lobbying_bill_mention
- 2025-02-05 · sponsored by Lucas, Frank D. (sponsor) · sponsorship
- 2025-01-03 · was referred to House Financial Services Committee · congress-committee