Browsing Tag
Collective Investment Trusts (CIT)
93 posts
CIT Adoption is Rising as Plan Sponsors Weigh Tradeoffs Like Fees and Flexibility
This white paper discusses investment vehicle selection in defined contribution (DC) plans, with a particular focus on the…
$4.8 Trillion and Growing: Why Traditional TDFs are Still Key to 401(k) Success
With assets surging and adoption near universal, target-date funds remain the QDIA of choice, even as industry leaders debate how to adapt them for a new generation of retirees
SEC Informal Guidance Clears Path for PEP Growth and CIT Access
New SEC staff guidance removes key regulatory hurdles, allowing pooled employer plans to scale more easily, expand access to lower-cost CIT investments, and better serve small and self-employed employers
LeafHouse, GTC Partner on Proprietary CIT Platform
Solution streamlines, transforms how CITs are managed, documented, and executed across the full fund lifecycle
$600B in Annual Outflows Dents DC System Growth: Morningstar
New report finds rollovers and cashouts have significantly reduced total DC assets, but system growth persists as CITs continue to gain traction
Target Date Fund Assets Surge to $4.8T as CITs Gain Market Share
Morningstar’s 2026 Target Date Fund Landscape report finds continued dominance of TDFs, falling fees for investors, and growing use of CITs as plan sponsors seek lower-cost retirement defaults
Invesco Broadens DC Access to Private Real Estate with New CIT
Today’s launch of Core Plus Real Estate Trust marks next step in firm’s commitment to expanding private markets access to defined contribution plan participants
A Fiduciary’s Guide to CITs: 4 Common Misconceptions
Lower costs and institutional access have driven the rise of collective investment trusts, but they come with unique complexities. Understanding common CIT misconceptions helps fiduciaries better evaluate fit, performance, and participant impact.
‘Next-Gen’ CIT for 401(k) Market Coming in Q2 from Apollo, Schroders
Partnership announced today designed to leverage the best of large global asset managers to deliver improved client outcomes
2 Key Issues Could Drive 2026 Innovation in DC Market: Natixis
New report says CITs in 403(b) plans and adding alternatives in DC plans could redefine the defined contribution plan landscape this year