Browsing Tag
Collective Investment Trusts (CIT)
67 posts
CITs in 403(b)s Clears Another Hurdle
House approves amendment with strong bipartisan support Thursday, with a broader package of three amendments set for a vote Friday
Fidelity Expanding TDF Lineup with CITs
The investment manager is introducing multiple CITs at a time when more employers indicate interest in offering alts
Capitol Hill Retirement Reform Update with Invesco’s Jennifer Flitton
With 2024 quickly approaching, it’s a good time to check in on the status of retirement reform efforts and progress in Washington D.C.—particularly as the industry prepares for a variety of SECURE 2.0 provisions scheduled to kick in come January.
4 Key Findings from Fidelity’s Plan Sponsor Attitudes Survey
What percentage of plan sponsors are looking to change advisors, CIT use increasing, plan design tweaks; what sponsors value most from advisors and more from the comprehensive annual study
Private Real Estate in DC Plans: The Next 10 Years
Greg Jenkins and Jani Venter outline four reasons why they believe this asset class will continue to make inroads into defined contribution plans over the coming decade
House Financial Services Committee Passes Bill Approving CITs in 403(b)s
In a 35 to 12 vote, the House Financial Services Committee voted to advance an amended version of a bill that would allow 403(b) retirement plans to invest in CITs
CITs to Overtake Mutual Funds as Most Popular Target Date Vehicle Within 2 Years
Morningstar report highlights ongoing adoption of Collective Investment Trusts as plan sponsors’ preferred vehicle
CITs Dominate Mutual Funds on Target Date Assets for 2022
Recent findings by Sway Research expects CIT TDFs to overtake mutual fund TDFs by the end of the year
How SECURE 2.0 Will Benefit Public Sector Workers
Expansion of automatic enrollment and multiple employer plan rules for 403b plans among most impactful changes, but a hurdle remains for allowing CITs in those plans
Jake Eigner Talks Final SECURE 2.0 Hurdles and New ESG Rule Impacts
Groom Law Group Attorney Jake Eigner—a rising young star in the ERISA community—highlights some of the sticking points…