Browsing Tag
Collective Investment Trusts (CIT)
67 posts
CITs in 403(b)s Saga Adds More Twists and Turns
While some consumer groups urge lawmakers to reject a bill that would allow collective investment trusts in 403(b) plans, advocates ramp up push for passage before year’s end
Q&A with John Hancock’s David Cohen: Exploring the Growing Popularity of CITs in Retirement Plan Lineups
John Hancock’s David Cohen explains why Collective Investment Trusts are increasingly being favored in target date funds
4 Notable Themes from the LeafHouse National Retirement Symposium
LeafHouse leader Todd Kading and the LNRS lineup of speakers had plenty of sage advice for attendees at the event, centered on the need to be bold and disrupt the status quo
CITs Finally Surpass Mutual Funds as Most Popular Target-Date Vehicle
After years of speculation, CITs "inched past" mutual funds to become the top target-date vehicle this year, reports Morningstar
Bipartisan Bill to Allow CITs in 403(b)s Introduced in Senate
Legislation with wide-ranging support a companion to legislation already passed in the House
The Future of Mutual Funds Amidst CIT Growth
Cerulli Associates examines the role of mutual funds as CITs gain more prominence in the retirement market
Retraction: CIT Fees Opinion Column on 401(k) Specialist
401(k) Specialist has retracted a post originally published on May 2 that contained factual errors relating to collective investment trusts in target date funds.
Plan Sponsors Focused on Reining in Fees: Callan
2024 DC Trends Survey shows reviewing plan fees a top priority
CITs Dominate Investment Strategies for 2023
Morningstar's latest report finds that CITs are on pace to overtake mutual funds as the most popular target-date vehicle in 2024
CITs in 403(b)s Bill Headed to Senate
A day after three amendments including 403(b) plan parity and e-Delivery fixes were passed, the Expanding Access to Capital Act clears House