Browsing Tag
Collective Investment Trusts (CIT)
70 posts
House and Senate Reintroduce CITs in 403(b) Plans Legislation
Both bills would open a path for 403(b) plans to invest in CITs
February 7, 2025
Protecting the Rights of Retirement Investors with ICI Leader Eric J. Pan
A second Trump Administration, coupled with new leadership at the SEC and Department of Labor, brings the potential…
January 27, 2025
Key DC Trends Shaping the Retirement Industry in 2025
A T. Rowe Price U.S. Retirement Market Outlook webinar highlighted major themes impacting the retirement space in 2025
January 15, 2025
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
November 21, 2024
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
October 21, 2024
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
October 15, 2024
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
August 12, 2024
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
August 1, 2024
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
June 17, 2024
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.
May 9, 2024