Browsing Tag
Collective Investment Trusts (CIT)
81 posts
Democratizing Retirement Investments: The Rise of Collective Investment Trusts
Cameron McCarthy of Morgan Stanley writes about the emergence of CITs and how the investment vehicle could reshape retirement planning
INVEST Act in House Could Finally Be Vehicle to Allow CITs in 403(b)s
Retirement Fairness for Charities and Educational Institutions Act one of 20 bills included in bipartisan capital formation package House reportedly will consider next week
Vanguard, TIAA Team Up to Launch Target-Date CIT with Built-In Annuity
Two trusted names delivering an in-plan retirement income solution providing a guaranteed income stream for life
Great Gray Secures flexPATH CIT Fund Sub-Advisory Assets
The move signals the end of flexPATH’s CIT fund sub-advisory business
Human Interest Introduces Enhanced 3(38) Investment Lineup to Lower Small-Biz Fees
New lineup with Great Gray CITs invested in BlackRock index strategies lowers average expense ratio by up to nearly 33%
Goldman Sachs Launching Private Credit CIT for 401(k) Market
New collective investment trust product to debut in Q4 as part of Great Gray’s Panorix target date series
Coming to Transamerica: Nuveen TDFs with TIAA Lifetime Income
Partnership announced today brings new investment choices to retirement savers
Multiple Retirement Bills—Including CITs in 403(b)s—Being Marked Up in House This Week
Two bills supported by both ICI and IRI among two dozen being considered by House Financial Services Committee
TDFs Top $4 Trillion Mark in 2024: Morningstar
New Target-Date Fund Landscape report shows CITs now account for 52% of TDF assets, surpassing mutual funds
IRI Reveals Top Retirement Legislation Priorities for 2025
Protecting retirement plan tax treatment, expanding lifetime income options among goals outlined in 2025 Federal Retirement Security Blueprint