Browsing Tag
Collective Investment Trusts (CIT)
83 posts
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 403(b) 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…
Why CITs Continue to Climb: Wealth@wor(k) 2022
For participants and advisors, a once-steep CIT learning curve is starting to flatten
Wilmington Trust Will Launch BoardingPass CIT App
Plan sponsors gain the benefit of real-time information sharing
Broadridge Launches Multi-Account CIT Fund
Broadridge launches “first of its kind” multi-account CIT stable value fund open to 401ks in conjunction with Mesirow Financial.
4 Emerging DC Trends Revealed by Plan Advisors
An increased focus on CITs and ESG adoption are among the themes identified in T. Rowe Price’s new Defined Contribution Consultant Research Study
Record Growth of CITs Spurs Rebound of Contributions to Target-Date Strategies
Morningstar report finds lower costs lead to “remarkable advance” of collective investment trusts