Browsing Tag
Collective Investment Trusts (CIT)
83 posts
5 Key DC Trends from New Morningstar Retirement Report
Just-released inaugural report offers an in-depth look at the trends and forces reshaping 401k plans—where the findings may surprise you
Market Leader Slips, Competitors Gain in Target-Date Asset Totals
CIT-based target-date solutions now control 45% of non-custom target-date assets
CITs On Pace to Overtake Mutual Funds in DC Plans by 2025
Fueled by demand for lower-cost vehicles, Sway Research says DCIO assets invested in collective investment trusts will surpass $2 trillion in 2021
AFL-CIO Collaboration Develops Target Date CIT Funds for DC Plans
Long known for providing pension plans, the AFL-CIO is teaming up with Wilmington Trust and BNY Mellon to…
New Advisor Resources Highlight Key CIT 401(k) Advantages
Key CIT 401(k) advantages are explained in a new webinar and white paper from Wilmington Trust, MFS Investment Management and Retirement Law Group.
401k Target Date Strategies Got Hit, But Long-Term Trends Remain
Do participants in target date funds behave better than their non-TDF invested counterparts? It’s a major selling point…
Bill Introduced to Allow Collective Investment Trusts in 403(b)s
Advocates for including more collective investment trusts in retirement plans are routinely frustrated at the lack of CIT…
Target-Date Funds Surged to $2.3 Trillion in 2019
Assets in target-date mutual funds and CITs shattered the $2 trillion mark in 2019, reaching $2.29 trillion by…
401k Fee Cuts, Collective Investments Threaten DCIO Margins
After a rough end to 2018, the result of falling stock prices, DCIO (Defined Contribution Investment-Only) assets rebounded…
Are 401(k) Advisors (Getting) More Familiar with CITs?
If you can get the same investment in a cheaper CIT wrapper, why not offer it up to…