Browsing Tag
Collective Investment Trusts (CIT)
67 posts
Where Are We With 401(k) Collective Investment Trust Growth?
Collective Investment Trusts continue their comeback, with Cerulli Associates noting that recent growth in CIT assets can be…
401k CITs and a ‘Seismic Shift’ in Competitive Differentiation
How to get a checklist to ensure you really are a professional fiduciary.
Why Every Advisor Should Consider CITs for Their DC Plan Clients
From an advisor perspective, there are obvious advantages to focusing your practice on working with Defined Contribution (DC)…
CITs Aren’t A Hard Sell: GRPAA 2018 Summit
Editor’s note: This story was updated per corrections requested by Grey Goose. Here’s the thing: if you don’t…
How We ‘Ought To’ Be Talking to 401k Participants: GRPAA 2018 Summit
Some like it hot, others not, as the GRP Advisor Alliance gathering kicked off Friday morning at the…
CIT Target-Date Assets Are on a Tear (Finally)
While collective investment trusts (CIT) were long heralded as “the next big thing” in the 401k and larger…
Fi360’s Top Quartile Fiduciary Scores
This quarter, 29,094 mutual fund (MF), exchange-traded fund (ETF) and collective investment trust fund (CIT) investments received an…
Are CITs, Financial Wellness at a 401k Plan ‘Tipping Point?’
We’re at a tipping point (or very close to it) with two important retirement plan topics—collective investment trusts…
401k Target Date CITs with ‘Built In’ Fiduciary Monitoring
Combine TDFs, CITs and fiduciary responsibility and it’s sure to get 401k advisor attention. Manning & Napier announced…
CITs Are Hot—Why Aren’t More 401k Advisors Intrigued?
Seen by many as cheaper alternatives to mutual funds in the retirement plan space, collective investment trusts grew…