Browsing Tag
Collective Investment Trusts (CIT)
73 posts
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
House and Senate Reintroduce CITs in 403(b) Plans Legislation
Both bills would open a path for 403(b) plans to invest in CITs
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…
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
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